Offer personalized wealth propositions at scale
Backbase
Engage affluent, HNW, UHNW and institutional clients with tailored products and experiences — balancing digital self-service with high-touch advisor support.
Scale your wealth management business profitably
Deliver premium, tailored experiences across the Mass Affluent to UHNW segments with the right blend of digital convenience and human advice. Empower clients to self-serve on mobile and web, with easy access to advisors or intermediaries when needed.
Streamline client onboarding and reduce time-to-invest
Accelerate client acquisition and reduce onboarding costs with fully digital, configurable self-service, hybrid and advisor-led processes, including a dedicated prospect experience to boost conversion. Automate KYC and compliance approvals to shorten time-to-invest and set the foundation for long-term relationships.
Set advisors free to deliver personalized advice at scale
Enhance advisor productivity by centralizing daily activities into a unified workspace. Provide AI-driven insights and automated workflows to enable timely, personalized advice, improving client satisfaction and retention.
Deliver high quality digital investing experiences
Differentiate your digital wealth offering and boost client engagement with intelligent, personalized investing experiences. Deliver real-time insights, portfolio transparency, and advisor collaboration tools across mobile and web.
Offer holistic wealth management propositions
Broaden your value proposition and grow wallet share by offering a full spectrum of investments across advisory and discretionary mandates, including alternative and private assets. Facilitate collaborative financial and portfolio planning with real-time insights, enhancing client trust and loyalty.
Expand your market presence with external advisors
Scale your distribution and grow AUM by enabling external advisors to operate under your brand on a single, secure platform. Maintain oversight and compliance while giving advisors the digital tools to serve clients with precision.
The first AI-powered platform for financial institutions
Backbase
The Backbase platform is AI-native by design — built to unify systems, data, orchestrate journeys, and deliver outcomes at scale. It introduces intelligent agents that don’t just predict and recommend, but also act autonomously to drive better banking outcomes.
It’s how you turn fragmented experiences into one smart, connected engine for growth.
Backbase
What wealth managers build with Backbase
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From onboarding to portfolio management, leading wealth managers use Backbase to design modern, personalized experiences across every stage of the investor journey.
Why Backbase
Backbase is the world’s first AI-powered banking platform designed to turn ambitious banks into unstoppable growth engines.
Best of suite
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Meet your clients’ every need with a unified suite powering all your digital services and channels across all lines of business.
AI-powered platform
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Drive growth with every client interaction with AI-powered recommendations and next-best action suggestions on any channel.
Buy and build
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Get to market faster with 400+ customizable capabilities and ModelBank implementations you can tailor to your needs.
Proven expertise
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100+ leading financial institutions worldwide trust Backbase to power their digital banking services.
Backbase allows us to deliver a truly unified, intuitive, and personalized digital journey for our clients, from onboarding to providing up to date information on their products and services; as well as providing a secure way for the client to interact with us.
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Ready to take wealth management to the next level?
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Schedule a chat with us to discuss your specific needs and how we could support you.
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