Automate admin tasks and provide efficient workflows to manage relationship at scale.
Leverage unified, AI-powered workspace to deliver insights and next-best actions advice.
Integrate front, middle and back office with collaboration tools and client views.
Benefits
Help clients manage complexity while growing your bank
Increase relationship manager capacity
Free up RM time from administrative burdens and handling fragmented tools, allowing them to serve a larger portfolio of small business clients and focus on relationship building.
Enhance client engagement
Let RMs have more informed, proactive, and personalized interactions with small businesses by leveraging unified customer data, AI-driven insights, and next-best action suggestions.
Improve collaboration and communication
Equip RMs and support teams with integrated communication channels (including secure messaging, chat, and video) and collaborative tools for seamless internal coordination and external client support.
Streamline service delivery
Provide a single, unified workspace for all bank staff supporting small businesses to access customer information, manage interactions, utilize basic case management, and resolve queries more efficiently.
Modernize at your own pace
Backbase gives banks a unified, modular platform to launch, and scale and monetize relationship management 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
Give relationship managers tools to collaborate, personalize support and streamline admin tasks.
Dedicated support channels
Customer service workspace
Case management
Digital communication tools
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create relationship management solutions tailored to your bank’s 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
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.
