Deepen client relationships, streamline operations
Backbase
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.
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.
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.
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.
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.
The first AI-powered platform for banks
Backbase
The Backbase platform is AI-native by design — built to unify systems, data, orchestrate journeys, and deliver outcomes at scale. It introduces intelligent agents that don’t just predict and recommend, but also act autonomously to drive better banking outcomes.
It’s how you turn fragmented experiences into one smart, connected engine for growth.
Backbase
What private banks build with Backbase
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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.
Relationship manager workspace
Collaborative proposal journeys
Wealth & asset aggregation
Forex
Curated instrument discovery
Private banking mobile app
Why Backbase
Backbase is the world’s first AI-powered banking platform designed to turn ambitious banks into unstoppable growth engines.
Best of suite
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Meet your clients’ every need with a unified suite powering all your digital services and channels across all lines of business.
AI-powered platform
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Drive growth with every client interaction with AI-powered recommendations and next-best action suggestions on any channel.
Buy and build
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Get to market faster with 400+ customizable capabilities and ModelBank implementations you can tailor to your needs.
Proven expertise
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100+ leading financial institutions worldwide trust Backbase to power their digital banking services.
Trusted by leading institutions
100+ institutions trust Backbase to modernize their client experience and accelerate growth — with results that speak for themselves.
50
NPS score
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£18billion
in payments via digital channels in one year
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29k+
portfolios live on digital channels
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22k+
private banking users
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Keep up with the latest insights
Ready to take private banking to the next level?
Backbase
Schedule a chat with us to discuss your specific needs and how we could support you.
Backbase