Give teams the full picture, along with the power to act.
Give teams the full picture, along with the power to act.
By centralizing customer context, banking activities and AI assistance in one workspace, you’re enabling employees to resolve requests, move applications forward and deepen customer relationships.
Bring the Unified Frontline to life.
A conversation starts online. A representative helps. Another team completes the work. The Unified Frontline connects these moments through shared context, coordinated work and bank-defined authority.
Customers
Express a need. Supply information. Confirm the next step and continue with confidence.
Employees
Own the relationship. Apply judgment. Serve, advise and decide with the relevant context.
AI agents
Gather evidence. Prepare next steps. Progress work within the authority your bank defines.
Una banca que completa el trabajo.De la primera interacción al resultado final, en los sistemas que ya utiliza.
From the first conversation to the work that follows.
From the first conversation to the work that follows.
Give each role the customer context, banking tools and assistance it needs. Explore the workspaces for service, assisted sales, relationship management and operations.
See the relationship before you act.
View contacts, account balances and open the application together, including the management accounts still needed.
See the relationship before you act.
See the relationship before you act.
View contacts, account balances and open the application together, including the management accounts still needed.
- Cuenta de gastos y tarjeta de débito
- Pagos y controles de tarjeta
- Espacios de ahorro y ahorro periódico
See the relationship before you act.
See the relationship before you act.
View contacts, account balances and open the application together, including the management accounts still needed.
- Cuenta de gastos y tarjeta de débito
- Pagos y controles de tarjeta
- Espacios de ahorro y ahorro periódico
See the relationship before you act.
See the relationship before you act.
View contacts, account balances and open the application together, including the management accounts still needed.
- Cuenta de gastos y tarjeta de débito
- Pagos y controles de tarjeta
- Espacios de ahorro y ahorro periódico
See the relationship before you act.
See the relationship before you act.
View contacts, account balances and open the application together, including the management accounts still needed.
- Cuenta de gastos y tarjeta de débito
- Pagos y controles de tarjeta
- Espacios de ahorro y ahorro periódico
See the relationship before you act.
See the relationship before you act.
View contacts, account balances and open the application together, including the management accounts still needed.
- Cuenta de gastos y tarjeta de débito
- Pagos y controles de tarjeta
- Espacios de ahorro y ahorro periódico
See the relationship before you act.
See the relationship before you act.
View contacts, account balances and open the application together, including the management accounts still needed.
- Cuenta de gastos y tarjeta de débito
- Pagos y controles de tarjeta
- Espacios de ahorro y ahorro periódico
Give people and agents clear authority to act.
Connect access, execution limits and decision evidence to everyday work. Keep people involved where judgment or an exception requires them.
Relevant access
Make customer information and banking actions available according to the employee’s role.
Defined limits
Set where agents may progress work and where an employee or specialist must decide.
Keep open work visible.
Keep the reason, supporting evidence and responsible actor connected to the case.
Una banca que completa el trabajo.De la primera interacción al resultado final, en los sistemas que ya utiliza.
Give your teams more time for customers.
Captación, adopción, eficiencia: cifras reales de producción de bancos que hoy utilizan Backbase.
“Collaborating with Backbase has been an enriching journey, helping us accelerate our digital transformation and improve the daily operations of our teams.”
Emmanuel Courtaud · Product Owner · MCB
“This enables our relationship managers to focus on delivering high-value, bespoke advice.”
Jonathon White · Head of Digital Delivery · Evelyn Partners
Backbase, nombrada Líder en el Forrester Wave™: Digital Banking Engagement Platforms, Q2 2026, y el único “Customer Favorite” entre 11 proveedores.
Los bancos que se adelantaron están ampliando su ventaja.Vea cómo lo lograron.
Powered by Banking OS
The operating system behind your Unified Frontline.
Connect what customers need with the people, agents and systems that can deliver it. Shared context and bank-defined authority keep conversations, decisions and execution connected.
Banking OS coordinates work across connected systems. Existing systems of record retain their role; integration and configuration remain part of delivery.
Build your unified frontline
Connect the capabilities your bank needs next.
Extend your digital banking experience or pursue an agentic banking priority. Choose the capabilities that support your next business case.
Agentic Banking
What will it take to bring this to your bank?
The practical questions behind a focused business case.
Configure the workspace for customer service representatives, branch teams, relationship managers, advisors and operations. Shape the context and tasks around Retail, SME, Commercial, Wealth or Private Banking.
Employee Workspaces brings banking context and work together alongside your existing systems. Define the connections to your CRM, contact center tools and systems of record as part of the implementation scope.
Employee Workspaces is part of Digital Banking. Conversational Banking, Relationship Intelligence and Customer Operations provide distinct Agentic Banking capabilities that can extend it. Together, we’ll agree upon the product scope, integrations and deployment requirements for your use case.
Yes. Choose a focused role and workflow, identify the systems and information it needs, and agree to the operating changes. Expand after evaluating the first deployment against your objectives.
Decide on a baseline for resolution time, repeat contacts, customer-facing time, completed work and rework. For relationship teams, we also recommend tracking follow-through on agreed customer actions and relevant growth outcomes.
Agentic Banking en acción
Denos 90 díaspara poner en producción un caso de uso de IA de alto impacto.
Tráiganos el caso de uso de IA que su consejo quiere en producción. Lo convertiremos en una capacidad de producción controlada: conectada a sus sistemas, operando dentro de la autoridad definida por el banco y medida en función de un resultado de negocio.
Días 1–30
Acordar
Días 31–60
Construir
Días 61–90
Lanzar
Where will you start building your Unified Frontline?
Start with the team and customer journey where disconnected work costs you most. Explore a workspace around your people, your systems and the outcomes you want to improve.