Digital investing

Bring investing in-house and boost engagement across segments

Backbase

Go beyond banking by launching modern digital investing experiences. Turn passive deposits into active portfolios, grow share of wallet, and add new monetization models with fully integrated investing capabilities.

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Benefits

Use investing to boost retention, monetization, and customer stickiness

Capture new market segments with accessible investing tools
Reach underserved audiences — from first-time investors to younger customers — with simple, guided journeys that remove complexity and encourage early engagement.
Consolidate savings and trading into one experience
Reduce churn and increase stickiness by offering a single platform for customers to manage their goals, invest with confidence, and receive smart, automated recommendations.
Stay competitive with fintech-grade experiences under your brand
Offer modern investing journeys that rival standalone apps (without losing customer relationships) by keeping your bank at the center of the wealth experience.
Grow share of wallet through goal-based engagement
Move beyond transactions by helping customers take action toward financial goals, creating more meaningful and monetizable interactions.

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.

Digital investing

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Support every investor journey with saving plans, trading, robo-advisory, and even crypto — all in one place.

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Capability highlights

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

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

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