Free RMs from administrative tasks with AI agent-powered workflows, smart processes and unified workspaces.
Personalize engagements, product and investment advice at scale with AI-powered insights.
Strengthen client relationships by bringing servicing, collaborative journeys and communication in a unified workspace across teams.
Benefits
Boost productivity and deliver more value across the client lifecycle
Streamline day to day tasks with unified RM workspaces
Simplify execution with integrated tools for managing client requests, documents, and follow-ups — all in a single view.
Manage the full client lifecycle with confidence
From onboarding to portfolio optimization and relationship reviews, track and act on client events, milestones, and service needs — with health scores that help RMs identify clients in need of support.
Enable real-time collaboration and communication
Use secure chat, document sharing, co-browsing, and video banking to maintain high-touch service anytime, anywhere.
Automate scheduling and meetings
Reduce friction with built-in appointment booking, calendar sync, and meeting automation, saving time for both clients and advisors.
Modernize at your own pace
Backbase gives private banks a unified, modular platform to launch and scale modern digital services. Add high-impact capabilities to your existing offerings and expand at your own pace — layering on new services and capabilities as client needs evolve and business priorities shift.
Relationship & service management
Support every client interaction with unified tools that simplify service, strengthen relationships, and help advisors act with speed and confidence.
Relationship manager workspace
Customer support workspace
Client lifecycle management
Case management
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create solutions tailored to your employees and clients' needs.
Personalized dashboard
360° client view
Customer engagement hub
Next best action
Portfolio health monitoring & proposals
Document vault
Act on behalf
Meeting scheduling & preparation
Real-time & asynchronous communication
Entitlement & access control
Case management
Customer lifecycle management
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.
