Employee Workspaces

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.

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 and 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.

Una banca che porta a termine il lavoro.Dalla prima interazione al risultato finale, sui sistemi che già utilizzi.

Guarda Banking OS in azione

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.

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 the relationship before you act.

View contacts, account balances and open the application together, including the management accounts still needed.

  • Conto spese e carta di debito
  • Pagamenti e controlli della carta
  • Salvadanai e risparmio regolare
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 the relationship before you act.

View contacts, account balances and open the application together, including the management accounts still needed.

  • Conto spese e carta di debito
  • Pagamenti e controlli della carta
  • Salvadanai e risparmio regolare
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 the relationship before you act.

View contacts, account balances and open the application together, including the management accounts still needed.

  • Conto spese e carta di debito
  • Pagamenti e controlli della carta
  • Salvadanai e risparmio regolare
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 the relationship before you act.

View contacts, account balances and open the application together, including the management accounts still needed.

  • Conto spese e carta di debito
  • Pagamenti e controlli della carta
  • Salvadanai e risparmio regolare
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 the relationship before you act.

View contacts, account balances and open the application together, including the management accounts still needed.

  • Conto spese e carta di debito
  • Pagamenti e controlli della carta
  • Salvadanai e risparmio regolare
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 the relationship before you act.

View contacts, account balances and open the application together, including the management accounts still needed.

  • Conto spese e carta di debito
  • Pagamenti e controlli della carta
  • Salvadanai e risparmio regolare
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.

Pratiche completate
Impegno dei dipendenti
Arretrati

Defined limits

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

Pratiche completate
Impegno dei dipendenti
Arretrati

Keep open work visible.

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

Pratiche completate
Impegno dei dipendenti
Arretrati

Una banca che porta a termine il lavoro.Dalla prima interazione al risultato finale, sui sistemi che già utilizzi.

Guarda Banking OS in azione
Customer experience

Give your teams more time for customers.

Acquisizione, adozione, efficienza—numeri reali di produzione dalle banche che oggi usano 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

90% reduction in lease-application processing time.

Backbase nominata Leader nel Forrester Wave™: Digital Banking Engagement Platforms, Q2 2026—l’unico “Customer Favorite” tra 11 vendor.

Le banche che si sono mosse per prime stanno ampliando il loro vantaggio.Scopri come ci sono riuscite.

Tutte le storie dei clienti

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
Scopri
Recognize the next relationship opportunity.
Relationship Intelligence
Scopri
Coordinate customer requests through resolution.
Customer Operations
Scopri

Digital Banking

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

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 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.

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 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 in azione

Dacci 90 giorniper rendere operativo un caso d’uso AI strategico.

Portaci il caso d’uso AI che il tuo board vuole in produzione. Lo trasformeremo in una funzionalità di produzione controllata—collegata ai tuoi sistemi, operativa entro i limiti di autorità definiti dalla banca e misurata rispetto a un risultato di business.

  1. Giorni 1–30

    Impegno

  2. Giorni 31–60

    Sviluppo

  3. Giorni 61–90

    Lancio

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