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Flexperto GmbH

Flexperto GmbH provides a digital communications platform for online and offline customer consultations, appointment booking, and e-signature, primarily serving regulated industries such as insurance and finance.

SaaSCustomer CommunicationOnline ConsultingVideo ConferencingE-signatureAppointment SchedulingRegulated Industries
Founded: 2012

About

Flexperto GmbH is a leading European provider of digital communication and consulting software, founded in 2012. The company offers a SaaS platform that enables sales, service, and consulting teams to manage their customer communication efficiently via browser-based video chat, online appointment booking, e-signature, secure messaging, and integrated feedback tools. Flexperto’s solutions are designed for regulated industries, such as insurance and financial services, and are fully compliant with stringent security and data privacy standards. The platform allows enterprises to offer customer-centric, flexible, and seamless advisory experiences both online and offline, with features for easy integration into existing IT systems and CRMs. Since its acquisition by the RGI Group in 2021, Flexperto has operated as part of one of Europe's leading IT providers for the insurance industry. Flexperto is based in Nürnberg, Germany.

Products & Services

  • Digital consulting software platform
  • Online video chat for consultations
  • Appointment scheduling and online booking tools
  • E-signature functionality
  • Secure messaging (including WhatsApp Business API integration)
  • Feedback and analysis tools
  • AI-assisted transcription (Flexcorder)
  • Centralized customer communication channels
  • CRM and third-party software integration (Salesforce, BSI, etc.)
  • Compliance management tools

Use Cases & Case Studies

  • Integration in highly regulated industries such as insurance and banking
  • Video consultation for service and sales
  • Remote e-signature and contract management
  • Feedback-driven sales optimization
  • Use in sensitive fields like healthcare and psychotherapy for remote consultation
  • Collaboration and remote technical support (e.g., for field service engineers)
  • Centralized advisor-customer communications in enterprise contexts

Partnerships & Collaborations

  • RGI Group (acquisition, insurance sector IT services)
  • Salesforce
  • Vonage
  • Genesys
  • BSI
  • T-Systems
  • ITSC

Awards & Recognition

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Contact Information

flexperto.com
Nürnberg
DEU

Certifications & Compliance

  • ISO 27001
  • IDW PS 951
  • IDW PS 880
  • TOM Audits (GDPR)
  • Data hosted in Germany
  • MiFID II compliant video consultation and archival
  • DSGVO compliance
  • European Data Protection Authority approval for operational policies