Private banking

Deepen client relationships, streamline operations

Modernize your end-to-end private banking services and deliver white-glove experiences for your clients' every need.

Rethink client service for a digital-first world

Deliver high-quality, hybrid services and experiences that meet the full spectrum of HNW and Ultra HNW clients’ needs. From intuitive self-service tools for everyday banking and investments to unified workspaces for high-touch, tailored advice, enable clients and relationship managers to collaboratively manage, grow, and optimize client assets.

Make strong first impressions with onboarding built for high-value clients

Support RM-led, hybrid, and fully digital onboarding journeys for individuals and complex entities. Create branded prospect experiences and streamline compliance with automated KYC and integrated case management.

Client onboarding

Differentiate with personalized, white glove digital experiences

Offer clients full transparency and control with award-winning mobile and web apps that reflect your brand and tone of voice. Give clients a holistic view of their wealth, real-time insights, and tools to manage complex family relationships and collaborate with RMs.

White-glove digital services

Private banking white glove digital experience

Empower relationship managers to deliver exceptional service

Free your relationship managers from manual tasks with workspaces that streamline daily execution and provide a full view of client assets, preferences, and past interactions. Surface AI-driven recommendations and connect to real-time insights across internal systems and third-party data sources.

Relationship manager productivity

Offer premium banking services for your clients’ every need

Streamline complex credit journeys — including mortgages, investment-backed loans, and overdrafts — with built-in automation and case management. Serve international and multi-entity clients with flexible account structures and permissions. Empower your clients with real-time visibility, smart alerts, and intuitive self-service.

Premium banking services

Offer holistic wealth management propositions

Support a full spectrum of investment approaches, allowing clients and RMs to open, manage, and collaborate on portfolios through a single, intuitive experience. Facilitate portfolio creation and tracking across all mandates with AI-driven insights, timely proposals, and personalized product discovery.

Holistic wealth management propositions

The first AI-powered platform for banks

The Backbase Suite runs on a unified, AI-driven platform that brings together integrations, data, and customer journeys in one place. It replaces disconnected systems with a modern foundation built for speed, intelligence, and scale.

It’s how you turn fragmented experiences into one smart, connected engine for growth.

Learn more about the Backbase Platform

What private banks build with Backbase

From day-to-day banking to long-term wealth planning, private banks use Backbase to design modern, high-impact services and experiences across every stage of the client lifecycle.