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Customer Stories

Evelyn Partners: preserving and enhancing white glove service at scale
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As first movers with Backbase, Evelyn Partners is co-creating the future of wealth management with a platform that empowers clients and frees advisors

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Retail banking
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Retail banking
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Retail banking
Daily banking
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Retail banking
Daily banking
Onboarding
Customer servicing
Loan origination
Customer campaigns
Asia Pacific

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Retail banking
Daily banking
Customer servicing
Middle East & Africa

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Retail banking
Small & medium business banking
Daily banking
Onboarding
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Loan origination
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Commercial & corporate banking
Retail banking
Small & medium business banking
Daily banking
Managed hosting
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Wealth management & private banking
Customer servicing
Daily banking
Managed hosting
Europe

Evelyn Partners: preserving and enhancing white glove service at scale

Small & medium business banking
Commercial & corporate banking
Daily banking
Onboarding
Customer campaigns
Customer servicing
North America

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Commercial & corporate banking
Small & medium business banking
Daily banking
Middle East & Africa

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Retail banking
Small & medium business banking
Daily banking
Onboarding
Managed hosting
Middle East & Africa

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Retail banking
Small & medium business banking
Daily banking
Managed hosting
Customer servicing
Customer campaigns
Asia Pacific

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Commercial & corporate banking
Retail banking
Daily banking
Customer servicing
Customer campaigns

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Commercial & corporate banking
Daily banking
Managed hosting
Middle East & Africa

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Retail banking
Daily banking
Managed hosting
Customer servicing
Customer campaigns
Asia Pacific

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Commercial & corporate banking
Small & medium business banking
Daily banking
Customer servicing
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Retail banking
Daily banking
Onboarding
Managed hosting
Customer campaigns
Customer servicing
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Retail banking
Daily banking
Loan origination
Europe

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Commercial & corporate banking
Daily banking
Asia Pacific

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Commercial & corporate banking
Retail banking
Daily banking
Asia Pacific

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Retail banking
Daily banking
Onboarding
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Retail banking
Small & medium business banking
Daily banking
Customer servicing
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