Enable relationship managers to serve more small businesses
Backbase
Provide relationship managers with the intelligent workspaces and collaborative tools that help them deliver personalized support at scale, deepening relationships and driving efficiency in the small business segment.
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Automate admin tasks and provide efficient workflows to manage relationship at scale.
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Leverage unified, AI-powered workspace to deliver insights and next-best actions advice.
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Integrate front, middle and back office with collaboration tools and client views.
Help clients manage complexity while growing your bank
Modernize at your own pace
Backbase gives commercial banks a unified, modular platform to launch, scale, and monetize digital payment and treasury services. Add high-impact capabilities to your existing offerings and expand at your own pace—layering on new services as client needs evolve and business priorities shift.
Relationship manager productivity
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Give relationship managers tools to collaborate, personalize support and streamline admin tasks.
Dedicated support channels
Customer service workspace
Case management
Digital communication tools
Cross-sell & upsell recommendations
Admin portal
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create onboarding and origination solutions tailored to your client’s industries and needs.
Relationship manager workspace
Message center
Device& assisted user management
Secure messaging & document sharing
Proactive proposals
Emulation & video banking
Customer service workspace
Real-time communication
Customer activity timeline
Internal notes
User access & permissions
Approvals
Why Backbase
Backbase is the world’s first AI-powered banking platform designed to turn ambitious banks into unstoppable growth engines.
Best of suite
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Meet your clients’ every need with a unified suite powering all your digital services and channels across all lines of business.
AI-powered platform
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Drive growth with every client interaction with AI-powered recommendations and next-best action suggestions on any channel.
Buy and build
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Get to market faster with 400+ customizable capabilities and ModelBank implementations you can tailor to your needs.
Proven expertise
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100+ leading financial institutions worldwide trust Backbase to power their digital banking services.
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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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