Backbase Flow

Design and automate all your customer onboarding, account opening, origination and self-service processes across multiple channels, all directly integrated with your internal back-end systems with straight through processing. Leverage powerful workflow, business rules and dynamic case management capabilities that bring together the people and information needed to get work done completely and correctly throughout the entire lifecycle of a case.

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Workflow Engine

Streamline both human task management and (micro-)service orchestration.

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Decision Engine

Define and execute business-driven decision tables and rules.

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Visual Modeler

Empower business engineers to visually model your flows and business rules.

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Tasklist

Empower end users to get work done fast and efficiently.

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Form Driven Dialogs

Leverage ready-to-go Forms templates and web and mobile UI components.

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Customer Onboarding

Re-use white label flows for omnichannel customer onboarding and digital account opening.

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Loan Origination

Accelerate your project with white label flows for both Consumer and SME lending.

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Monitor & Optimize

Create beautiful reports and use advanced analytics to identify process bottlenecks.


 

Onboard customers
in 5 minutes or less

Speed matters for your customers. With Backbase, you can vastly streamline your complex onboarding & origination processes.

Learn moreWatch the full demo

OO home - Onboarding & Origination


 

01 SIlos to omni V4 - Onboarding & Origination

Turn Silos into
Omni-Channel

Our omni-channel platform helps your bank drive innovation and provide a flawless user experience on every touchpoint.

Learn more

Analyst Recognition

Backbase is a leader in the Forrester Wave™

Backbase is named a leader in The Forrester Wave™: Digital Banking Engagement Platforms, Q3 2019.

See the full report

Take the leap

Want to learn more about how our platform can modernize your bank?
Just schedule a chat with one of our experts. We’re here to help.


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