Bring investing in-house and boost engagement across segments

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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Attract new customers with intuitive, goal-based investing.
Drive engagement with integrated saving, trading, and advisory.
Stay on top of fintechs by delivering standout wealth experiences.

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.

Retail banking digital investing 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.