Build lasting relationships from the very first interaction
Backbase
Onboard HNW & UHNW clients as well as complex entities with premium, digital-first journeys that combine convenience with personalized support from relationship managers.
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Make a strong first impression with onboarding experiences that reflect the quality and exclusivity of your brand.
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Support RM-led, self-service, and collaborative onboarding models.
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Digitize KYC, streamline approvals, and eliminate manual tasks to reduce costs.
Modernize onboarding from prospect to activation
Modernize at your own pace
Backbase gives private banks a unified, modular platform to launch, scale, and monetize digital services. Add high-impact products and capabilities to your existing offerings and expand at your own pace — layering on new services as client needs evolve and business priorities shift.
Onboarding
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Welcome new clients with onboarding journeys that are fast, secure, and tailored to their unique needs.
RM-led and collaborative onboarding
Prospect lounge
Mobile onboarding
Fact find
Case management & automation
Individual & complex entity onboarding
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create payment & treasury solutions tailored to your client’s industries and needs.
Individual & complex entity onboarding
Prospect portal
Account structure & relationship
Smart identity verification
Document collection & signature
Automated KYC/AML
Case management & internal reviews
Process & decision automation
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.
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See it in action
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Ready to transform your bank? Discover how Backbase’s platform empowers you to modernize faster, deliver seamless customer journeys, and drive lasting value.
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