solutions

Run your bank as one.

Your customers, employees, and AI agents shouldn't work in silos.
The Banking OS brings customer lifecycle and operational work into one place - same truth, same rules, one operating system.

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"We're onboarding 10X more customers and processing 6 million transactions a month." β€’ Shameer Patel, I&M Bank β€’
"We're onboarding 10X more customers and processing 6 million transactions a month."
UNIFIED BANKING SUITE

Customer engagement and banking operations, unified.

Customer Engagement

Own the Customer Lifecycle

Acquisition, onboarding, origination, servicing, cross-sell, retention - every customer interaction orchestrated end to end.

Digital banking, conversational banking, and front-office workspaces work together in a shared context so customers never repeat themselves, and employees never fly blind.

Online &
Mobile App

Daily banking that earns the next conversation.

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Conversational
Banking

Serve more customers, resolve more requests, without adding headcount.

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Onboarding &
Origination

From application to funding, without the friction.

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Customer Lifetime
Orchestrator

Turn every customer into a growing relationship.

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Despite doubling our customer base to over 600,000 - our Net Promoter Score has stayed above 75. Even as volumes grew, we managed to maintain the same high standard of customer experience.

‍

GM, Personal and Business at I&M Bank
Shameer Patel

It can be such hard work to make big changes. We knew we had to stay focused on the goal to deliver members a more seamless, uniform way for them to manage their money. The state-of-the art solutions, agile way of working and level of experience we got with Backbase has set us up to be able to provide that to members for years to come.

Chief Technology & Operations Officer for WSECU
Ben Morales

Backbase provides the ideal balance of out-of-the-box functionality and customization options.

Chief Digital Officer at Techcombank
Pranav Seth
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Banking Operations

Automate the work between systems

Customer operations, disputes, payments, lending - the high-volume, exception-heavy operational work is where most cost-to-serve sits.

The Banking OS coordinates cases, decisions, and evidence across systems so AI agents and employees resolve faster, with full auditability.

Customer
Operations

KYC, due diligence, and service requests resolved end to end - without toggling between five systems.

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Payments
Operations

Exceptions detected, classified, and resolved before they become a backlog.

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Disputes
Operations

One case from filing to resolution, coordinated across every system involved.

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Lending
Operations

From application to disbursement, with every document, decision, and check in one place.

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Questions

Frequently Asked Questions

What's the difference between Customer Engagement and Banking Operations?
Can I start with one domain and expand to the other?
How do the two domains share data and context?
What does a typical deployment look like?
Do I need to replace my core banking system?
How does Backbase handle solutions my bank already has partially covered?

See the Banking OS in action.

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