Deliver premium digital experiences that deepen client relationships
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.
Differentiate with premium digital service that reflects your brand and tone of voice.
Deepen client relationships with AI-powered recommendations and RM collaboration tools.
Lower cost to serve by enabling clients to self-serve and freeing up RMs for higher value tasks.
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.
Private banking app
Private banking portal
Personalized dashboards
Entitlements
Engagement and personalization
Deepen client relationships with personalized experiences powered by real-time insights, dynamic segmentation, and AI.
Dynamic client segmentation
AI-powered investment nudges & advice
Cross & upsell recommendations
Client Intelligence Hub
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create solutions tailored to your clients’ needs.
Tailored value proposition
Net worth summary & external account aggregation
Portfolio analytics & performance
Digital investment proposals
Trading & book building
Product & mandates origination
Omni-channel payments
Complex approvals & transaction signing
Card management
Document vault
Authentication & entitlements
Real time communication & appointment booking
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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