Turn customer understanding into stronger relationships.
Build relationship knowledge your bank owns. Relationship Intelligence combines financial signals, goals and history to guide relevant action across your existing channels—and uses outcomes to improve future decisions.
Make the next conversation more relevant.
Make the next conversation more relevant.
See how a change in a customer’s finances becomes a useful next step for them and your team.
A house purchase changes the savings conversation.
Supporting wealth goals — scenario coming soon.
Helping with money pressures — scenario coming soon.
Supporting life changes — scenario coming soon.
Retaining relationships — scenario coming soon.
Customer progress.Measurable value for your bank.
Connect useful customer support to deposit growth, deeper relationships and retention. Measure the effort your teams need to deliver it.
Bring a fuller understanding of the customer to the systems you already use.
Bring a fuller understanding of the customer to the systems you already use.
Your bank knows a great deal about its customers. That knowledge sits across accounts, CRM, digital interactions and conversations. Relationship Intelligence brings it together and delivers relevant recommendations to your existing customer and employee channels.
Personalised engagement.Governed by the bank.
Decide when a moment deserves action, what information may be used and where an authorised employee should take over.
Eligibility before engagement
Evaluate customer context and product eligibility before recommending action.
Purpose and permissions
Define the permitted data and purpose for each relationship play.
Human judgment where required
Prepare an authorised employee for sensitive decisions.
Evaluate recommendations
Use the AI Hub to test and evaluate models and recommendations before deployment.
Review outcomes and improve
Use analytics to explain results and evaluate changes to relationship strategies.
Banking that finishes the job.From first interaction to final outcome, on the systems you already run.
Connect Conversational Banking to your wider priorities.
Agentic Banking
Agentic Banking in action
Give us 90 days.Put one consequential AI use case to work.
Choose the customer or operational problem your leadership team wants solved. Backbase turns it into a controlled production capability—connected to your systems, operating within bank-defined authority and measured against a business outcome.
Days 1–30
Commit
Days 31–60
Build
Days 61–90
Launch