Turn onboarding into a sales tool with self-service processes or collaboration through a dedicated prospect experience.
Bring personalized investment recommendations for all mandates at the heart of your onboarding process.
Eliminate manual work, speed up approvals and streamline internal processes with less effort from your teams.
Benefits
Design journeys that match modern client expectations
Simplify the main onboarding steps and cut NIGO submissions
Lead clients through KYC, suitability assessments, and account setup in a streamlined, mobile-first experience to reduce NIGO (Not In Good Order) submissions and client data entry time.Serve diverse wealth segments and expand market reach
Streamline onboarding for diverse client segments and service models, including execution-only, advisory, and discretionary. Automate client assignment to advisors based on segment, AUM, or expertise.Reduce time-to-invest with automation and transparency
Enable fast account opening; keep clients informed and operations compliant with automated approvals, real-time status tracking, and optimized document verification.Increase advisor productivity, driving conversion rates and client retention
Scale advisory services with real-time AI-powered insights, alerts, and in-journey tools to support clients at key moments to ultimately foster more profitable relationships.
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
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
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
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.
