Objectives

Beyond simply replacing a system, Evelyn Partners wanted to modernize how it engaged with clients and how it equipped its practitioners. The aim was to make onboarding simpler, create a seamless bridge between digital tools and human relationships, and lay the foundations for long-term growth. Achieving efficiency without losing the white-glove touch meant rethinking processes from the ground up.

Solution

After scanning the market, Evelyn Partners chose Backbase. Timing played a role – Backbase had just acquired Nucoro, a digital wealth platform, signaling serious intent to expand into wealth management. But what stood out even more was scale and credibility. Evelyn saw that while Backbase had already proven itself in retail banking, it was now investing heavily in creating tailored experiences for the wealth sector. The firm adopted a buy plus build model. Backbase’s prospect portal, case management, and client enrollment tools provided the foundation. Evelyn’s own squads extended them with custom modules for wealth-specific complexity, from digital fact-finding to risk profiling via Oxford Risk. Integrations connected the new platform with their existing CRM, ensuring seamless data flow.