Enable relationship managers to serve more small businesses

Provide relationship managers with the intelligent workspaces and collaborative tools that help them deliver personalized support at scale, deepening relationships and driving efficiency in the small business segment.

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SMB Relationship manager productivity header

Automate admin tasks and provide efficient workflows to manage relationship at scale.
Leverage unified, AI-powered workspace to deliver insights and next-best actions advice.
Integrate front, middle and back office with collaboration tools and client views.

Benefits

Help clients manage complexity while growing your bank

Unlock high-margin revenue streams
Drive predictable income by offering fully digital payment and treasury services. Easily monetize offerings like FX and liquidity tools to grow non-interest income and boost your bottom line.
Improve efficiency and profitability
Automate and digitize core payment and treasury processes to reduce manual work, lower operational costs, and improve efficiency ratios.
Enhance the client experience
Deliver intuitive, integrated payment and treasury experiences helping clients make informed financial decisions. Offer real-time visibility, streamlined approvals, and personalized insights that strengthen client relationships and boost loyalty.
Expand service reach
Integrate ERP, billing, and other internal systems into your clients' payment and treasury services to embed them into their daily operations.

SMB Relationship manager productivity benefits

Modernize at your own pace

Backbase gives commercial banks a unified, modular platform to launch, scale, and monetize digital payment and treasury services. 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.