What Flexperto does

Flexperto GmbH is a German SaaS provider of digital customer communication software, founded in 2012 and headquartered in Berlin with a registered office in Nürnberg. The company operates a unified Communication Cloud platform that combines appointment scheduling, browser-based video consultation, legally-binding digital e-signature, and MiFID II/FinVermV compliant recording and archiving. The platform is positioned primarily for regulated industries — large insurance carriers, banks, asset managers, and BaFin-licensed financial advisors — with additional use among large European corporates in Germany, Austria, and Switzerland. Flexperto self-describes as the European market leader for digital consulting software and reports over 1 million online consultations conducted and more than 3 billion audio/video minutes processed annually on its WebRTC infrastructure.

The core technology stack is browser-native, using WebRTC to deliver video consultations without downloads or plugins, and is hosted on German servers. The platform carries an unusually dense set of certifications: ISO 27001 information security, IDW PS 951 internal control audits, IDW PS 880 MiFID II compliance audit (completed end of 2021), DSGVO Technical and Organizational Measures audits, and eIDAS/FES/Bipro262 e-signature compliance. The product surface comprises four core modules — Scheduling & Calendar, Online Meetings (Video Chat), E-Signature, and Recording & Archiving — supplemented by the Flexcorder AI transcription add-on (launched 2024) and the Consultation Check customer feedback module. The platform integrates with Exchange, Outlook, Gmail, and Apple Calendar, and embeds within Salesforce, BSI, Vonage, and Genesys enterprise ecosystems.

The business model is B2B SaaS subscription with monthly or annual billing, a 30-day free trial, and optional add-on modules. Go-to-market is hybrid: a self-serve product-led growth funnel accessible through the website for individual consultants and SMBs, paired with a sales-assisted enterprise motion for regulated buyers requiring personalized demos, compliance documentation, and CRM integration. Flexperto is privately held and has operated as a subsidiary of the RGI Group since 2021, with the acquisition backed by CVC Capital Partners. The company has announced that its platform will be discontinued by end of 2026, with BSI Software named as the recommended transition partner for existing customers.

Name

Flexperto

Legal name

Flexperto GmbH

Website

https://flexperto.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Flexperto is a German SaaS platform providing browser-based video consultation, e-signature, scheduling, and MiFID II/FinVermV compliant recording and archiving for insurance, financial services, and European corporates. A RGI Group subsidiary; platform being discontinued by 2026.

Ownership category

akta.pro rank

Product category

Customer Communication Software (Video Consultation, Scheduling, E-Signature, Archiving)

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Enterprise/Creator Video Hosting & OTT SaaS Platforms (MPACAAAL)

akta.pro secondary industry

Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)

Keywords

• Customer communication software
• Video consultation platform
• Appointment scheduling software
• Electronic signature software
• Compliant recording and archiving

Headquarters

HQ city

Berlin

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription (Monthly/Annual): Monthly subscription model with tiered tariff plans. Monthly contracts require 14-day notice; annual contracts require 30-day notice. Automatic renewal unless cancelled. Pricing based on selected tariff model.
2. Archiving Module (UniStorage): Optional MiFID II and FinVermV compliant archiving add-on provided in partnership with Unimatica for long-term storage of consultation recordings.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Flexperto sells a browser-based SaaS Communication Cloud that combines online appointment scheduling, video consultation, e-signature, recording and archiving, and AI-supported transcription into a single platform. The platform is targeted at insurance companies, financial services firms, and other European enterprises that need compliant digital customer communication. Customers access the platform directly through the web with a 30-day free trial and pay via monthly or annual subscriptions, including an optional MiFID II / FinVermV compliant archiving module delivered through sister-company Unimatica's UniStorage.

Product overview

Flexperto is a Communication Cloud platform consisting of a unified core platform with several integrated modules. The core Flexperto Communication Cloud encompasses appointment scheduling (Scheduling & Calendar), browser-based video consultation (Online Meetings/Video Chat), legally-binding digital signatures (E-Signature), and MiFID II/FinVermV compliant recording & archiving — all accessible from a single dashboard. Built on top of the core, the Flexcorder add-on module provides AI-supported transcription and smart summarization of consultations, while the Consultation Check module delivers customer feedback and sales opportunity analytics. The platform is 100% browser-based, hosted in Germany, and integrates with major calendar systems and Unimatica UniStorage for archiving.

Differentiator

Problem solved

Functional benefit

Brands

• Flexcorder: AI-supported transcription feature that converts consultations into text with automatic summaries and action items
• Beratungscheck
• UniStorage

Products and services

• Flexperto Communication Cloud Cloud-based digital customer communication platform combining appointment scheduling, video consulting, e-signature, recording and archiving, AI-supported transcription, and feedback management into a single integrated solution for enterprise sales and service teams in regulated industries.
• Scheduling & Calendar Module Online appointment scheduling module that lets consultants and groups share public availability profiles, manage meeting topics and locations (video, phone, on-site), sync with Exchange, Outlook, Gmail, and Apple Calendar, and automate confirmation and buffer-time settings. Targeted at advisory and customer service teams that need digital self-service booking.
• Online Meetings (Video Chat) Browser-based video consultation tool providing HD audio/video chat, screen sharing, co-browsing, collaborative whiteboard, text chat, file sharing, and recording without downloads or plugins via WebRTC. Supports up to 7 participants per session with 256-bit encrypted transmission over German servers for advisory, sales, and service use cases.
• E-Signature Module Legally-binding digital signature module that lets users upload PDF documents, add signature fields, share documents via email or live video meeting, track signing progress, and securely store completed documents. Supports advanced and qualified e-signatures compliant with EU eIDAS regulation, FES, and Bipro262, with CRM integration for sales and advisory teams.
• Recording & Archiving Module Compliance-focused recording and archiving module for video consultations, supporting automatic or manual recording modes with consent collection. Provides MiFID II and FinVermV compliant long-term storage in partnership with Unimatica UniStorage for up to 10 years (5–7 years for MiFID II, 10 years for FinVermV), meeting IDW PS 880 audit requirements for regulated advisory sessions.
• Flexcorder (AI Transcription) AI-supported transcription module that automatically converts spoken consultation audio into written transcripts, generates summaries, and produces action-oriented To-Do lists from recorded consultations. Enables location-independent use with seamless synchronization between mobile app and Flexperto dashboard for advisory and sales teams.
• Consultation Check (Feedback) Post-consultation customer feedback module that sends questionnaires via email after appointments, providing detailed customer evaluations, trend identification, and sales opportunity predictions through in-depth analysis of every customer interaction for advisory managers.

Quantifiable outcome

• E-contracts are signed 80% faster than traditional paper-based contracts
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability3 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core, major and minor.

• SalesforcecoreTechnology or IntegrationCRM integration partner. Flexperto's platform is seamlessly integrated with Salesforce, enabling financial institutions and insurance companies to embed digital consultation capabilities within their existing CRM workflows.
• BSImajorTechnology or IntegrationFlexperto integrated with BSI Software. BSI welcomed Flexperto customers as Flexperto announced platform sunset by end of 2026, directing customers to BSI Snapview for continued digital consulting services.
• VonagemajorTechnology or IntegrationTechnology integration partner for digital communication capabilities. Flexperto's platform is integrated with Vonage for enhanced communication features in regulated industries.
• GenesysmajorTechnology or IntegrationTechnology integration partner for customer experience and contact center solutions. Flexperto integrates with Genesys to provide video consultation capabilities within Genesys-powered customer service environments.
• Unimatica (UniStorage)coreTechnology or IntegrationSister company within RGI Group providing MiFID II and FinVermV compliant long-term archiving. Archives automatically stored in UniStorage (ISO 27001, ISO 27017, ISO 27018 certified). Storage duration: 5-7 years for MiFID II, 10 years for FinVermV.
• T-SystemsminorStrategic or Co-development PartnerTechnology and consulting partner shown in company logos. T-Systems provides enterprise IT services that may complement Flexperto's digital communication solutions.
• ITSCminorStrategic or Co-development PartnerIT Security consulting partner shown in company logos. ITSC provides information security services relevant to Flexperto's regulated industry customers.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• eyeson: A European video communication API/SaaS platform focused on browser-based real-time video for business workflows. Comparable on geography (DACH/Europe), API-driven integration approach, and emphasis on embeddable video communications for regulated enterprise use cases.
• Zoom Communications: Zoom provides browser-accessible video communication, scheduling, and collaboration SaaS used heavily for virtual consultations and customer meetings. Directly comparable as a video-meeting platform with overlapping customer use cases in financial services and insurance, though Zoom is far broader in scope.
• Whereby: Whereby offers browser-based, no-download video meetings as a SaaS product targeted at customer-facing consultations. Closely comparable to Flexperto on the '100% browser-native video without plugins' positioning and SMB/individual consultant GTM motion.
• BSI Software: BSI provides CRM software for the European insurance and financial services industry and is Flexperto's named transition partner for BSI Snapview. Directly comparable on target vertical (insurance/financial services), regulatory focus, and CRM-integrated digital consulting.

Others

• Genesys: Genesys is a customer experience and contact center platform that integrates with Flexperto to embed video consultation capabilities. Comparable as a distribution/integration partner and adjacent technology layer rather than a direct competitor.
• Vonage: Vonage provides communications APIs and contact center solutions and is a named integration partner for Flexperto in regulated industries. Comparable as an ecosystem/infrastructure participant rather than a direct head-to-head competitor.

Emerging players

• Doxy.me: Doxy.me is a browser-based telehealth video consultation platform targeting individual clinicians and small healthcare practices. Comparable on the browser-native, no-download consultation model, though its core vertical is healthcare rather than financial services.
• Coviu: Coviu is a video consultation platform for healthcare providers with workflow features such as scheduling, in-call tools, and integrations. Comparable on the consultation-first video SaaS model with emphasis on compliance and practitioner workflows.

Broad incumbents

• Microsoft Teams: Teams bundles video meetings, chat, scheduling, and (increasingly) compliance recording into a broad productivity suite used across enterprises including financial services. A broad incumbent that overlaps with Flexperto's video/scheduling offering but competes primarily via enterprise-wide bundling.
• Cisco Webex: Webex provides enterprise video conferencing with compliance recording, e-signature, and integrations into contact center workflows. A broad incumbent serving regulated industries with overlapping capabilities to Flexperto's consultation and compliance features.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/flexperto
• Facebookfacebook.com/flexperto
• LinkedInlinkedin.com/company/flexperto-gmbh

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds3 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Flexperto