Reduce time-to-revenue with automated, intuitive digital journeys.
Digitize workflows and intelligently reuse data across all departments and channels.
Equip RMs with collaborative tools for faster client onboarding & deal closure.
Benefits
Improve conversions, client satisfaction and risk-adjusted returns
Deliver an easy and fast experience
Simplify commercial account opening and credit applications across channels, with full transparency and collaboration with relationship managers.
Reduce onboarding costs with intelligent automation
Digitize and automate manual steps like document verification and KYB/AML checks to lower operational overhead. Enable self-service, freeing staff to focus on high-value, revenue-generating tasks.
Efficient workflow automation
Implement configurable AI-powered workflows to automate key operational steps and remove redundant tasks by reusing client data across channels, departments, and products.
Front-to-back orchestration & optimization
Connect internal and external stakeholders on a unified platform for seamless collaboration. Track bottlenecks in real time and leverage next-best-action prompts to enhance conversion rates and revenue generation.
Modernize at your own pace
Backbase gives commercial banks a unified, modular platform to launch, scale, and modernize digital onboarding and origination processes. Add high-impact capabilities to your existing offerings and expand at your own pace—layering on new services as client needs evolve and business priorities shift.
Onboarding and origination
Transform your commercial onboarding and origination processes digitally to achieve higher RAROC and quicker approvals.
Digital and in-branch account opening
Credit facility origination
Real-time status updates
Automated decisioning support
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create onboarding and origination solutions tailored to your client’s industries and needs.
KYC & KYB integrations
Approval workflows
Real-time RM communication
Self-enrolment
Term loans
Assisted account opening
Business process orchestration
Fintech integrations
Best of suite
Meet your clients’ every need with a unified suite powering all your digital services and channels across servicing and sales.
AI-Powered
Drive growth with every client interaction using AI-powered recommendations and next-best action suggestions.
Build and Buy
Get to market faster with 400+ customizable capabilities and Model Bank implementations you can tailor to your needs.
Proven expertise
100+ leading financial institutions worldwide trust Backbase to power their digital banking services.