Backbase for Wealth Management

Omni-Channel Banking, Ready to Go!

We help private banks and wealth management firms transform their digital channels into vehicles that boost engagement and ensure lasting relationships with mass affluent and high net worth clients. Backbase DBP jumpstarts the implementation of your next generation digital wealth management experience.

Private Banking & Wealth Capabilities and Out-of-the-Box Widgets

Backbase DBP comes with all the most commonly used widgets that a full-service private bank or wealth management firm requires: login, two factor-authentication, aggregated portfolio overview, portfolio details, transaction details, buy-sell orders, payments, research, message center.

All Backbase DBP widgets can be rapidly integrated with your existing portfolio management and core banking systems. Backbase widgets are optimized for regular browsers and are pre-included in the mobile app, which is optimized for Android, iOS and Windows. Also included in Backbase CXP is the complete cross-device UX design, with responsive techniques and easy templating built-in for further customization.

My Wealth Management Dashboard

  • Create and target beautiful ‘My Banking Dashboards’, targeted at specific customer segments.
  • Total end-customer control: the power to add new widgets, remove unwanted widgets, and customize dashboards with drag & drop functionality.
  • Widget catalog for storing and managing existing and new apps.
  • Personal preferences remembered for every device so customers can easily navigate to their personal dashboard, opimized to the relevant device.

Portfolio Viewer

  • Full overview of the entire portfolio or portfolios being managed.
  • ‘View only’ access allows client to stay informed while the bank manages the portfolio.
  • Direct insight in total net-worth, performance and portfolio allocation.
  • Extensive graphing library to visualize data and drill down from helicopter view to individual line items and transactions.

Client - Advisor Communication

  • Direct client and advisor communication via Click2Chat and Click2Call features, supporting video conversations and screen sharing (based on 3rd party integration).
  • Integrated message center for secure communication within the banks platform.
  • Track & Trace app with collaboration features when applying for new banking products.

Portfolio Manager

  • Gives the client full control over the complete portfolio.
  • Offers the same functionality as Portfolio Viewer but with the customer in control of investment choices.
  • Flexibility to support assets ranging from stocks, EFTs, mutual funds, and bonds & fixed income, to options, futures, forex, and international investing.

Money Transfers

  • Intuitive money transfer tools that support multiple types of transfers, from person to person and account to account payments.
  • Both domestic payments, and international payments are supported.
  • Support for scheduled and recurring payments.
  • Review tool to monitor pending and scheduled payments.

News & Stock Alerts

  • Create alerts for individual stocks and receive notifications when new, relevant articles are published, or when there is a specific change in price.
  • Link to your mobile app for instant push notifications or SMS alerts if preferable.

Document & Research Center

  • Explore investment opportunities with the latest news and research tailored towards individual customers based on their behavior or portfolio.
  • Option to include independent analyst research and market commendatory from external firms and analysts.
  • Powerful stock & fund filters to find opportunities based on criteria your customers selected or predefined screens.
  • Option to include videos, webinars, and slide decks.

Financial Planning

  • Create custom wizards and calculators to offer direct financial advice at the most important moments.
  • Incorporate life events/stages into campaign strategy to personalize product and marketing messages.
  • Tools to create simulations and calculators as self-service features to improve financial planning.

Accounts & Transactions

  • Easily monitor balances of all accounts, including checking, savings, debit and credit cards, personal, and mortgage loans among others.
  • Dive into transaction details with strong filtering options, integrated maps, plus tagging and categorization tools.
  • Track completed and pending transactions, including ATM visits, debit card purchases and direct deposits.
  • Custom grouping of accounts and shared accounts between account holders.
  • Ability to add external accounts from other banks.

Digital Marketing Capabilities: Empower Business & Marketing Teams

Based on the Backbase Customer Experience Platform (CXP), Backbase DBP can be easily managed and optimized by the business teams at your bank. With full web content management (WCM), digital marketing, and mobile application development support, content editors and digital marketers can optimize content, run digital marketing campaigns, and edit the entire website, secure internet banking platform, and mobile apps in an easy-to-use management environment.

Visual Editor

  • Easy-to-use in-context-editing capabilities to update content and apps across marketing sites, secure internet banking and mobile apps.
  • Customizable workflows for verification and publication rules.
  • Reuse content and content assets across all digital touchpoints.

Targeting & Analytics

  • Target content, widgets, and apps based on existing customer segments and customized targeting rules that use behavioral, contextual, social, and CRM derived data.
  • Use information gathered via the PFM module (including 3rd party accounts and products) for cross- and up-sell and gain extra insight in the total size of wallet.
  • Integrated analytics spanning all channels, including regular web, mobile apps, and tracking every action, from page views to events.
  • A/B and Multivariate testing.

Omni-Channel Campaigns

  • Create and manage omni-channel marketing campaigns from a centralized dashboard.
  • Distribute campaigns to your marketing site, internet banking platform, native mobile apps, social channels, and 3rd party websites.
  • Facilitate omni-channel onboarding and track visitors across channels to ensure consistent messaging and a singular process.

Mobile Management

  • Gain full control over the customer journey on mobile from updating responsive websites, to pushing new content and campaigns to native apps.
  • Instant preview of mobile customer experiences before publishing.
  • Advanced mobile and cross-device analytics. Track a single user as they navigate between devices and channels.

Direct Customer Communication

  • Communicate directly with your customers via the integrated message center.
  • Push important notifications and alerts to customers’ mobile devices.
  • Offer real-time customer/advisor communication services.
  • Integrated Click-2-Chat and Click-2-Call functions for easy access to your call center.

Origination & Self Service

  • Facilitate smooth, cross-channel, onboarding on any device.
  • Enable customer self-service and self-management.
  • Empower business teams to create, edit, manage, and optimize forms and the business logic behind them.

Mobile First

Backbase DBP is ready to run on any mobile operating system out-of-the-box. It is pre-optimized for cross-channel customer journeys where a transaction begins on one device but ends on another. Typically, a customer may begin researching loan interest rates on their mobile but move on to another device, such as a tablet or PC, to fill in the form. They may also contact the call center for assistance in completing the form, in which case the service representative can look over the customer’s shoulder ‘virtually speaking’, and guide them through the application.

Backbase DBP comes with a responsively designed marketing website and internet banking environment that automatically scales to the screen it’s being viewed on, whether that’s a 24” monitor or a small smartphone. It also includes a hybrid app, wrapped in native app containers, and completely native iOS and Android apps that use back-end API’s to consume the required data. You can choose one approach or mix and match until you find the mobile strategy that best suits you and your customers. Backbase DBP supports all the most commonly used platforms, including iOS, Android, and Windows.

Backbase Open Banking Marketplace

We at Backbase believe banks and credit unions should regain control over their own digital experience. With the Open Banking Marketplace we give the opportunity to integrate best of breed apps in your Backbase powered digital bank. From PFM to Rewards. From Social Tools to Digital Marketing; an open platform where best-of-breed vendors offer choice to financial institutions.

Visit the Open Banking Marketplace

Trusted by Many

Backbase is trusted by the largest financials across the globe: ABN AMRO, Barclays, Hiscox, Nationwide, VISA, and UBS, are all improving their digital channels and customer experience with Backbase technology. Industry analyst Gartner has named Backbase the most visionary vendor for online portals three years running, and Ovum named Backbase a Market Leader in next-generation online banking experiences. Recently, Forrester gave Backbase full marks for cross-channel banking experiences.


Demo: See it in Action

With easy to use content editing, forms modeling, workflow and publishing functions, pre-built widgets, configurable master pages, and digital marketing tools, the complete customer experience can be optimized and fine-tuned without IT support.

Backbase CXP comes with a powerful targeting engine that will help you create personalized sales campaigns and increase your online sales. The integrated web analytics features give your digital marketing team full insight in your customers' online experience. Watch more videos

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