Secure client-messaging solution for financial professionals
Looking for a secure client-messaging platform to simplify your exchanges and optimize document management? Convoflo is a high-performance customizable solution designed for professionals like you.
Increase your security and optimize document management
A complete and simple solution. With easy implementation and a highly intuitive interface, Convoflo is a powerful tool that helps you comply with the latest security standards in your field.
Compliance and security
Convoflo uses advanced technology to encrypt your data, inactive or in transit, for maximum protection. Convoflo also gives you full control over user authorizations, which you can change with just a few clicks.
After-sales service
Our solution is tailored for your autonomy—but we don’t compromise on customer service. Convoflo’s service team is courteous, professional and accessible.
Responding to your requests to ensure uninterrupted access to our platform is a top priority. Because guaranteeing your access to our functions is part of our commitment to you.
Continuous improvement
We’re always enhancing and upgrading our platform so that Convoflo provides evolving functionality. To achieve this, we keep up with the latest market developments, and always listen to our customers.
Choosing Convoflo means unlocking a host of powerful advantages for your team and your clients. Functionality that directly responds to the needs of today’s businesses.
Quick set-up
The Convoflo platform is quick and simple to install, on your own or with the help of one of our experts.
We also offer additional services that can be integrated them into your plan :
- An initial audit to assess your organization’s confidential data-sharing practices
- Personalized training for users
- Proactive follow-up for requests from you or your clients
- On-demand support during data migration
A high-performance customizable client-messaging solution for professionals
Simplify your renewals
Convoflo facilitates your renewal processes (for example, insurance renewals) transparently and ensures maximum security. All your stakeholders can exchange messages and documents and sign electronically through the Convoflo platform.
Collect the information you need to open files
Expediate the process of opening files by gathering the necessary client information via secure client-messaging. Our seamless encrypted communication system makes it easy to find the information you need: it only takes a few clicks.
Optimize your workflow with Convoflo’s intuitive features and simple, user-friendly interface.
Log your activities to ensure compliance
Convoflo lightens the burden of logging your activities to ensure compliance with relevant standards and regulations. By making your exchanges fully traceable, our solution gives you peace of mind when it comes to meeting your legal obligations.
Convoflo also automatically performs chronological documentation of all your interactions. Applied automatically to all your activities through our platform, this feature allows you to use your time more efficiently and gives you greater reassurance.
Start your free trial
Browse the Convoflo interface and explore its many features. Discover a range of powerful benefits designed to meet your needs. Start your free trial today.
Exploring additionnal features
Electronic signature
Do not require your customers to connect to another platform to sign their documents
Have documents signed within the secure space. In addition, several features are available to automate everything. Once signed, the document remains in the right place for you and your client.
Access Permissions
Granular access on documents, files and folders
Manage the privacy of your content through an intuitive and powerful permission panel. In a single click, it's easy to view access permissions and edit them to revoke or grant access to a new person.
Notification digest
Simplify your notification management and stay in control of your inbox.
With Convoflo's customized email notifications, choose to receive your notifications in an organized way. Group multiple notifications into a single digested email, for more efficient management of your inbox.
