Forge better relationships with digital-first client onboarding
Backbase
Meet client expectations from the very first interaction. With Backbase, you can accelerate time-to-invest and deliver personalized onboarding across every wealth segment.
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Turn onboarding into a sales tool with self-service processes or collaboration through a dedicated prospect experience.
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Bring personalized investment recommendations for all mandates at the heart of your onboarding process.
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Eliminate manual work, speed up approvals and streamline internal processes with less effort from your teams.
Design journeys that match modern client expectations
Modernize at your own pace
Backbase gives wealth management firms 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.
Client onboarding
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Enable advisors to guide clients through onboarding or collaborate in real time across channels.
Advisor-led collaborative onboarding
Automated account funding & asset transfer
Digital document management
Dynamic suitability profiling
Onboarding progress tracker
Mobile onboarding
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create onboarding journeys tailored to your client’s needs.
Individual & complex entity onboarding
Prospect portal
Account structure & relationship
Smart identity verification
Document collection & signature
Automated KYC / AML
Case management & internal reviews
Process & decision automation
Instant account funding
Mandate & portfolio recommender
Digital investment proposals
External portfolio analyzer
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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