Flexperto is a German B2B SaaS fintech that empowers enterprise sales agents - particularly in the banking and insurance sectors - to manage customer appointments and communication with ease. Trusted by over 100 leading enterprises across Europe and the DACH region, Flexperto provides a centralized platform designed specifically for 1-on-1 customer interactions. It equips sales consultants with everything they need to build and maintain strong relationships online - from scheduling and messaging to video calls and e-signatures - all in one seamless interface.
Flexperto
The leading German software solution for sales communication in regulated industries.
AI
B2B
Fintech
Product Design
SaaS
UX/UI
User Research
Company
Flexperto GmbH
Headquarters
Berlin, Germany
Role
Product Design
Timeline
Full-Time, 2021-2025
Opportunities
As our lives become increasingly digital, the way people engage with services has shifted. Convenience and speed are no longer perks - they’re expected. Consumers today lead fast-paced, demanding lives and want to access services anytime, from anywhere. For Europe’s financial institutions, this means rethinking how they connect with customers - while also complying with complex and ever-evolving data and privacy regulations.
Mission
Flexperto's mission is to remove friction between sales consultants and their customers.
We partner with leading European banks and insurance providers to offer a digital communication layer for 1-to-1 customer interactions. Flexperto transforms traditionally in-person sales processes into seamless digital experiences.
Core features include:
- Scheduling Calendar – Lets customers book appointments based on real-time consultant availability.
- Online Meetings – Secure, browser-based video calls powered by WebRTC.
- E-Signature – Enables consultants to create custom documents and collect legally binding signatures.
- Omnichannel Messenger – Centralizes communication across SMS, WhatsApp, Facebook Messenger, and other popular channels.
My Role
As a solo designer at Flexperto, I’ve been responsible for:
- Leading the redesign of Flexperto’s platform to improve functionality and user experience, later integrating AI for smarter, more intuitive interactions
- Grounded design decisions in user research - conducting interviews, surveys, and analyzing behavior with Heap Analytics
- Optimizing onboarding flows to boost user engagement and drive product adoption
- Collaborating closely with product managers and developers to align design with business goals throughout the development lifecycle
- Streamlining the design-to-development handoff to ensure timely MVP delivery
- Building and maintaining a scalable design system to ensure visual and functional consistency across the product suite
Challenge
Flexperto offers powerful tools that can transform how enterprise sales teams communicate with their customers. However - most of our users are insurance and bank professionals over 50, many of whom aren’t comfortable working fully online. As a result, they often only scratch the surface of what the platform can do.
This means missed opportunities: a smoother, more organized sales process, with everything in one place, could save them time and unlock huge benefits.
The challenge was clear:
**How do we help these users embrace the full potential of Flexperto? **
Together with product managements, customer success and engineering, I set out to design the perfect sales meeting journey - one that not only integrates AI features to boost productivity but also guides users step-by-step, ensuring they onboard effectively and gain confidence in using the platform to its fullest.
1. Deep User Research & Empathy Mapping
By conducting interviews and observations with our core users - enterprise sales agents aged 50+ - I started to understand their workflows, frustrations, and tech comfort levels. This helped reveal where users struggled most.
2. Journey Mapping & Pain Point Identification
Together with customer success and product management, I mapped out the entire sales meeting journey to pinpoint where users drop off or underutilize key features. This holistic view highlighted opportunities to simplify and support their workflow.
3. Iterative Prototyping & Usability Testing
Using insights gathered, I designed prototypes of an improved sales meeting flow, integrating AI features that felt intuitive and helpful. Regular usability tests with real users ensured solutions were practical and non-disruptive.
4. Progressive Onboarding & Contextual Guidance
Recognizing the limited tech confidence, the team and I developed an onboarding experience that gradually introduced features, combined with in-app tips and contextual help to reduce friction and build user confidence.
5. Collaborative Cross-Functional Workshops
I worked closely with product managers, engineers, and customer success to align on goals and ensure the solution balanced business needs with user experience.
6. Data-Driven Iteration
After launch, I used Heap Analytics and user feedback to track how people were using the platform. This helped us spot what worked, what didn’t, and make improvements that boosted adoption and productivity.
I redesigned the dashboard to seamlessly integrate new functionalities while preserving the familiar flow users relied on.
Meeting Room
The goal for the re-design was to create a space where customer conversations could happen smoothly, professionally, and without the need for any third-party tools.
Together with the engineering team and product team, we started by focusing on the fundamentals - making sure the meeting room was browser-compatible, secure, and easy to access through unique, invite-only URLs. From there, we layered in more advanced functionality. I led the design of new AI-powered features like live transcription, captions, and agenda management, all aimed at helping users stay focused and organized during meetings.
We also introduced recording, file and document sharing, and white-labeling options, giving companies full control over branding and the overall meeting experience. Every design decision was made with clarity, simplicity, and user needs in mind- turning the meeting room into a powerful, all-in-one hub for communication.
Inbound and outbound flows
Challenge: To create a seamless scheduling experience for both customers and experts. Customers need a quick, hassle-free way to book appointments, while experts require an effortless process to initiate and manage meetings. Beyond scheduling, the flow had to guide users from the initial request to key actions like signing documents or closing a sale, ensuring a smooth, end-to-end journey.
