While-glove digital services

Deliver premium digital experiences that deepen
client relationships

Backbase

Build elegant, personalized mobile and web applications that give HNW, UHNW, and institutional clients full transparency and control. Foster meaningful relationships by enabling easy collaboration with relationship managers and delivering AI-powered insights.

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Benefits

Set your institution apart with elegant, client-centric capabilities

Tailor digital experiences with dynamic segmentation and entitlements
Deliver differentiated experiences based on client tier, family structure, or geography. Leverage real-time segmentation and flexible permissions to ensure all users have the right access.
Strengthen collaboration with secure RM workspaces
Support ongoing client-RM engagement with secure in-app messaging, video, and shared dashboards that make it easy to co-create financial plans and respond to changing needs.
Give clients a unified view of their net worth
Aggregate banking products, investment portfolios, and alternative asset classes into personalized dashboards — offering clients a complete, real-time view of their net worth.
Guide clients with AI-powered insights and next-best actions
Leverage the Client Intelligence Hub to surface timely nudges, personalized product recommendations, and strategic insights that help clients make smarter decisions.

Modernize at your own pace

Backbase gives private banks a unified, modular platform to deliver personalized digital experiences across banking and wealth. Add high-impact capabilities to your existing client portals and mobile apps — then scale at your own pace as client expectations evolve and business priorities change.

Premium digital services

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Deliver elegant, secure digital experiences that reflect your unique brand and the expectations of your HNW and Ultra HNW clients.

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Engagement and personalization

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Deepen client relationships with personalized experiences powered by real-time insights, dynamic segmentation, and AI.

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Capability highlights

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

Why Backbase

Backbase is the world’s first AI-powered banking platform designed to turn ambitious banks into unstoppable growth engines.

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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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