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Deliver fast, consistent customer support across all channels

Empower your teams with the tools they need to respond quickly, consistently, and with context, giving every customer segment the support they expect. The result is faster resolution, lower servicing costs, and experiences that build long-term loyalty.

Retail banking Branch and customer service header
  • Deepen relationships with support tailored to each customer segment.

  • Increase efficiency with unified tools for every frontline team.

  • Reduce wait times and servicing costs with smarter resolution tools.

Benefits

Bridge digital and human support with one integrated solution

  • Deliver differentiated service that increases satisfaction and retention
    Serve each segment the right way, with high-touch RM support for affluent clients, efficient AI chat for everyday users, maximizing value while managing service costs.
     

  • Free up staff by shifting routine requests to digital channels
    Let customers choose how they engage — booking, chat, or video — reducing branch and call center volumes while improving accessibility and satisfaction.
     

  • Empower staff with AI-driven insights and recommendations
    Increase productivity and service quality by giving agents and RMs real-time guidance, next-best actions, and customer insights, helping them resolve issues faster and unlock cross-sell opportunities.
     

  • Speed up case resolution to cut costs and increase loyalty
    Resolve service issues faster with built-in case management, secure file sharing, and team collaboration tools that reduce repeat contacts and resolution times.

Retail banking Branch and customer service benefits

Modernize at your own pace

Backbase gives retail 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.

Customer support

Streamline digital and in-branch support with a centralized workspace built for speed, context, and consistency.

Capability highlights

Leverage out-of-the box capabilities you can combine and customize to create investing journeys tailored to your client’s needs.

  • Assisted user management

  • On-behalf-of actions

  • Transaction dispute management

  • Real-time communication

  • Appointments & meetings

  • Performance dashboards

  • Internal notes

  • 360 customer profile

  • Customer activity timeline

  • Proactive proposals

  • Task manager

  • Notifications & messages

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.