Bank 2.0 White Paper Series


The Future of Banking Is Engagement Banking

In this paper we explore why it’s time to make a commitment to your customers, and how Engagement Banking leads to improved customer relationships by creating the kind of Bank 2.0 online environment that inspires customers to return.

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Successful User Experience in Banking

Learn all about how to create the type of user experience (UX) design that Apple would be proud of, and why it’s so important for financials. Effective UX design creates a smooth path to success for your customers and your business.

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The Promise of Mobility: A Bank in Every Pocket

It’s not just about smart phones anymore; tablets have further revolutionized the mobile world and there’s more to come. Get the lowdown on how the rise of mobile banking will change everything as we go beyond the second screen to the third and fourth screens.

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The Real Guide to Digital Marketing for Financials

How successful you are in the future will depend on how personal and relevant you can make your digital marketing campaigns. Download this paper for tips, tricks, and real life examples of financials getting it right on the money and cashing in with their customers in the process.

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Product White Papers: Backbase Portal


Backbase Portal: Bank 2.0 Edition

Next-gen web technologies and enterprising retailers like Amazon have changed the way customers want to interact online. The Bank 2.0 Portal meets and exceeds the expectations of today’s savviest customers by delivering an unbeatable and engaging experience.

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Backbase Portal: Business Overview

Choosing a lean portal allows you to create an engaging online experience that you can tailor to your customers’ unique needs and expectations. This can dramatically improve your online business operations - and it’s easier to do than you think.

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Backbase Portal: Technical Overview

This technical guide runs through everything you need to know about why Backbase Lean Portal is the world’s leading lean portal. It gives you the techs and specs on what separates Backbase Portal from traditional portal suites, so you can make the right decision for your business.

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Comparison: Widgets vs. Portlets

The differences between technologies like portlets and widgets can be slight, making it hard to keep track. Developers prefer widgets as they’re easier to build, fix and deploy - but why is that? Download this paper to find out.

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The Power of Widgets: An Introduction to Next-Gen Technology

Enterprises today need to be as flexible and agile as possible. Web-based widget technology allows brands to build engaging experiences and apps for mobiles, tablets, laptops, and desktop environments with easy. Just like digital Lego, the only limit is your imagination.

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5-Minute Guide to the Omni-Channel Future

Discover why every business needs an omni-channel strategy to compete successfully on and offline. This quick guide gives you valuable insight into how the diffusion of the digital channel across devices has changed the way customers interact with brands.

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Meet the Real Lean Portal

Gartner first coined the term ‘lean portal’ when talking about Backbase. Lean portals deliver 80% of the functionality enterprises need within months, not years. Find out how our customer experience platform with its lean portal architecture can benefit your business.

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Product White Papers: Backbase Forms


Backbase Forms: Business Overview

Backbase Forms is designed to help enterprises to manage forms through business logic and processes rather than IT logic. Form management is done completely through a back-end interface that enables all types of users, business or IT, to deploy forms in different environments.

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