Make a strong first impression with onboarding experiences that reflect the quality and exclusivity of your brand.
Support RM-led, self-service, and collaborative onboarding models.
Digitize KYC, streamline approvals, and eliminate manual tasks to reduce costs.
Benefits
Modernize onboarding from prospect to activation
Create prospect lounge experiences that build loyalty
Engage prospects with personalized, pre-client journeys designed to support active participation and onboarding completion, including multi-party cases.Onboard individuals and complex entities with ease
Support tailored, compliant journeys for HNW individuals, multi-entity structures and intermediaries or external asset managers.Combine human expertise with digital convenience
Enable clients and relationship managers to collaborate in real time on a shared workspace offering omni-channel tools and process transparency.Reduce onboarding lead time and operational overhead
Automate KYC/AML checks, streamline approvals, and eliminate manual work with case management and automation capabilities.
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
Welcome new clients with onboarding journeys that are fast, secure, and tailored to their unique needs.
Individual & complex entity onboarding
RM-led and collaborative onboarding
Prospect lounge
Mobile 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.
Single and batch payments
Account groupings
Remote deposit capture
Payment management
Direct debits
Contacts
A2A transfers
Payment templates
Instant payments
ACH & Check Positive Pay
Transactions & exports
Approvals
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.
Buy and build
Get to market faster with 400+ customizable capabilities and ModelBank implementations you can tailor to your needs.
Proven expertise
100+ leading financial institutions worldwide trust Backbase to power their digital banking services.
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