Modernize wealth. Scale relationships. Deliver outcomes.
Backbase
An AI-powered banking platform built to scale wealth growth, advisor capacity, and client engagement.
The most complete view of how African banking is evolving today
This series brings together insights from 200+ senior banking leaders across 40 African markets to provide a practical view of how African banking is evolving across retail, SME, mobile, and next-generation capabilities.
Produced in collaboration with African Banker.
Building the next era of wealth management
From advisor productivity to operating model transformation, our insights are built for senior wealth leaders navigating growth, complexity, and scale.
Evelyn Partners
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Preserving and enhancing white glove service at scale
Evelyn Partners faced a defining moment when its legacy client portal was set to shut down, leaving just 18 months to act. What began as urgency became an opportunity to rethink the entire client journey, and unlock new efficiencies across operations. By partnering with Backbase, the firm launched a new digital client portal and onboarding experience at speed, migrating 35,000 clients in a single month.
What happens to private banking when Gen Z inherits the world
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Banking Reinvented episode with Rom Attapatu, Co-founder and Group CEO of the Patronus Group
Drawing on more than 25 years across Swiss and UAE private banking, Rom shares his perspective on the Great Wealth Transfer, AI-supported relationship banking, shifting client expectations, and why trust, judgment, and personal context still sit at the heart of wealth advice.
The digital wealth 2026 roadmap
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Augment advisors with digital & AI to deliver differentiating client experiences
This on-demand webinar explores how AI, orchestration, and integrated platforms are reshaping advisor workflows and client experiences, and what it takes to move from strategy to execution. Get actionable insights on building the advisor advantage while delivering the seamless, personalized experiences clients now expect.
Human, by design: What makes a great wealth manager today
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Banking Reinvented episode with Reham Sabri, AGM and Senior Director of Premium Banking at Commercial Bank of Qatar
In the latest episode of Banking Reinvented, Reham Sabri shares a refreshingly honest view on what customers actually expect from their bank. Speed and simplicity when they need to get things done. Human connection and trust when the decisions matter.
That is what high-tech, high-touch really means. And in wealth and private banking, it is still the people, not the platform, that make the difference.
Related insights and perspectives
Insights and analysis on banking, technology, and transformation, drawn from across our global content.
