Berenberg white logo 300x113 - Berenberg | Case Study

Berenberg: achieving 75% digital utilization for its wealth management clients

Berenberg saw that their customers were ready for a change. The historic bank was looking for a way to adopt around-the-clock portfolio analysis and banking functions to better serve their on-the-go customers.

With help from Backbase, Berenberg created a state-of-the-art Wealth Management Portal, as well as a comprehensive Employee Portal. These digital solutions were a resounding success, with a 75% digital utilization rate, a 4.9/5 in the iOS App Store, and an award from Professional Wealth Management.


The new portals also allowed Berenberg to:

  • Streamline the user experience with a powerful digital solution
  • Empower bank employees with a comprehensive portal
  • Improve ease of use, speed, and security


“Our partnership with Backbase brought us the tools and skills required to develop a portal that puts the customer right at the center of the user experience.”

Klaus Naeve - Berenberg | Case Study  Klaus Naeve, Co-Head of Wealth and Asset Management, Berenberg

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