Employee Workspaces

Give your team the full picture. And the power to act.

Bring customer context, banking actions and AI assistance into one workspace—so your employees can resolve requests, move applications forward and deepen relationships.

Request a workspace demo
The Unified Frontline

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.

Resolve needs with less chasing.
Bring information, actions and support into the work. Measure resolution time and repeat contacts.

Employees

Own the relationship. Apply judgment. Serve, advise and decide with the relevant context.

Give bankers more customer time.
Reduce preparation & administration. Measure customer-facing time and opportunity follow-through.

AI agents

Gather evidence. Prepare next steps. Progress work within the authority your bank defines.

Move more work through the bank.
Reduce re-entry and manual coordination. Measure completed work, cycle time and rework.

Banking that finishes the job.From first interaction to final outcome, on the systems you already run.

See Banking OS in action

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.

See Northline’s contacts, account balances and open application together, including the management accounts still needed.

Know the customer
Serve and Assist
Onboard and Originate
Manage relationships
Coordinate casework
Work with AI
Know the customer

See the relationship before you act.

See Northline’s contacts, account balances and open application together, including the management accounts still needed.

  • Spending account and debit card
  • Payments and card controls
  • Savings pockets and regular saving
Employee workspace customer overview for Northline Studio: contacts, relationship manager, business account balances and an open working-capital application flagged for missing management accounts.
Know the customer

See the relationship before you act.

See Northline’s contacts, account balances and open application together, including the management accounts still needed.

  • Spending account and debit card
  • Payments and card controls
  • Savings pockets and regular saving
Employee workspace customer overview for Northline Studio: contacts, relationship manager, business account balances and an open working-capital application flagged for missing management accounts.
Know the customer

See the relationship before you act.

See Northline’s contacts, account balances and open application together, including the management accounts still needed.

  • Spending account and debit card
  • Payments and card controls
  • Savings pockets and regular saving
Employee workspace customer overview for Northline Studio: contacts, relationship manager, business account balances and an open working-capital application flagged for missing management accounts.
Know the customer

See the relationship before you act.

See Northline’s contacts, account balances and open application together, including the management accounts still needed.

  • Spending account and debit card
  • Payments and card controls
  • Savings pockets and regular saving
Employee workspace customer overview for Northline Studio: contacts, relationship manager, business account balances and an open working-capital application flagged for missing management accounts.
Know the customer

See the relationship before you act.

See Northline’s contacts, account balances and open application together, including the management accounts still needed.

  • Spending account and debit card
  • Payments and card controls
  • Savings pockets and regular saving
Employee workspace customer overview for Northline Studio: contacts, relationship manager, business account balances and an open working-capital application flagged for missing management accounts.
Know the customer

See the relationship before you act.

See Northline’s contacts, account balances and open application together, including the management accounts still needed.

  • Spending account and debit card
  • Payments and card controls
  • Savings pockets and regular saving
Employee workspace customer overview for Northline Studio: contacts, relationship manager, business account balances and an open working-capital application flagged for missing management accounts.
Accountable execution

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.

Completed cases
Employee effort
Backlog

Defined limits

Set where agents may progress work and where an employee or specialist must decide.

Completed cases
Employee effort
Backlog

Keep open work visible.

Keep the reason, supporting evidence and responsible actor connected to the case.

Completed cases
Employee effort
Backlog

Banking that finishes the job.From first interaction to final outcome, on the systems you already run.

See Banking OS in action
Customer experience

Give your teams more time for customers.

Acquisition, adoption, efficiency—real production numbers from banks running Backbase today.

“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

90% reduction in lease-application processing time.

Backbase named a Leader in the Forrester Wave™: Digital Banking Engagement Platforms, Q2 2026 — the only “Customer Favorite” of 11 vendors.

The banks that moved first are compounding their lead.See how they did it.

See all customer stories

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

Help customers act through conversation.
Conversational Banking
Explore
Recognize the next relationship opportunity.
Relationship Intelligence
Explore
Coordinate customer requests through resolution.
Customer Operations
Explore

Digital Banking

Help customers use their new relationship every day.
Online & Mobile Banking
Explore
Help new customers complete their application.
Customer Onboarding
Explore
Connect specialist services to the customer journey.
Marketplace
Explore

Frequently asked questions

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-centre 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. Agree product scope, integrations and deployment requirements for your use case.

Configure role-appropriate access and the decisions that require review. Banking OS uses Sentinel and Decision Authority to govern execution, with evidence connected to decisions and exceptions routed to the right team.

Yes. Choose a focused role and workflow, identify the systems and information it needs, and agree the operating changes. Expand after evaluating the first deployment against your objectives.

Agree a baseline for resolution time, repeat contacts, customer-facing time, completed work and rework. For relationship teams, also track follow-through on agreed customer actions and relevant growth outcomes.

Agentic Banking in action

Give us 90 days.Put one consequential AI use case to work.

Choose the customer or operational problem your leadership team wants solved. Backbase turns it into a controlled production capability—connected to your systems, operating within bank-defined authority and measured against a business outcome.

  1. Days 1–30

    Commit

  2. Days 31–60

    Build

  3. Days 61–90

    Launch

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.

Plan your workspace demo