Relationship manager productivity

Empower relationship managers to deliver exceptional service

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Backbase

Give relationship managers the tools to act faster, personalize advice at scale, and focus on building stronger client relationships.

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Free RMs from administrative tasks with AI agent-powered workflows, smart processes and unified workspaces.

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Free RMs from administrative tasks with AI agent-powered workflows, smart processes and unified workspaces.

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Personalize engagements, product and investment advice at scale with AI-powered insights.

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Personalize engagements, product and investment advice at scale with AI-powered insights.

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Strengthen client relationships by bringing servicing, collaborative journeys and communication in a unified workspace across teams.

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Strengthen client relationships by bringing servicing, collaborative journeys and communication in a unified workspace across teams.

Benefits

Boost productivity and deliver more value across the client lifecycle

Streamline day to day tasks with unified RM workspaces

Simplify execution with integrated tools for managing client requests, documents, and follow-ups — all in a single view.

Manage the full client lifecycle with confidence

From onboarding to portfolio optimization and relationship reviews, track and act on client events, milestones, and service needs — with health scores that help RMs identify clients in need of support.

Enable real-time collaboration and communication

Use secure chat, document sharing, co-browsing, and video banking to maintain high-touch service anytime, anywhere.

Automate scheduling and meetings

Reduce friction with built-in appointment booking, calendar sync, and meeting automation, saving time for both clients and advisors.

Modernize at your own pace

Backbase gives private banks a unified, modular platform to launch and scale modern digital services. Add high-impact capabilities to your existing offerings and expand at your own pace — layering on new services and capabilities as client needs evolve and business priorities shift.

Relationship & service management

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Support every client interaction with unified tools that simplify service, strengthen relationships, and help advisors act with speed and confidence.

Real-time communication

Relationship manager workspace

Customer support workspace

Client lifecycle management

Case management

Appointmens and meeting automation

Capability highlights

Leverage out-of-the box capabilities you can combine and customize to create solutions tailored to your employees and clients' needs.

Personalized dashboard

360° client view

Customer engagement hub

Next best action

Portfolio health monitoring & proposals

Document vault

Act on behalf

Meeting scheduling & preparation

Real-time & asynchronous communication

Entitlement & access control

Case management

Customer lifecycle management

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.

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.

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.

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.

Proven expertise

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100+ leading financial institutions worldwide trust Backbase to power their digital banking services.

See it in action

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Backbase

Ready to transform your bank? Discover how Backbase’s platform empowers you to modernize faster, deliver seamless customer journeys, and drive lasting value.

Backbase

Empower relationship managers to deliver exceptional service

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Backbase

Boost productivity and deliver more value across the client lifecycle

Modernize at your own pace

Relationship & service management

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