Built to automate operations
Free up employees, accelerate customer outcomes, and orchestrate internal processes with AI-powered precision.
Reduce manual workloads
Accelerate time-to-resolution
Improve accuracy and compliance
Drive cost-efficient scale
Why banks choose to automate with AI agents
Banks need to deal with high-touch, fragmented operations - from onboarding reviews to servicing requests. With Backbase, AI-powered automation connects the dots, guiding processes end-to-end across teams, channels, and systems.
Faster case resolution
AI orchestrates intake, triage, and next steps for onboarding, KYC/AML, servicing, and disputes.
Less manual work
Autonomous agents handle document processing, ID validation, and task routing - reducing reliance on manual intervention.
More consistency
Ensure compliance and reduce errors with rule-based workflows and explainable AI triggers.
Smarter escalation
When human input is needed, escalate with context and full case visibility.
What’s included with intelligent process automation
Pre-integrated tools to design, deploy, and monitor intelligent workflows, ready to use across your bank.
Orchestration engine
Automates and sequences tasks across channels, roles, and systems.
Process accelerators
Reusable components for document intake, verification, forms, and notifications.
Case lifecycle tools
Full transparency into task status, ownership, and SLAs.
AI decisioning
Rule-based and predictive logic to trigger actions, escalate exceptions, and flag anomalies.
Low-code workflow designer
Enables business and tech teams to collaborate on process flows.
Title Agentic Automation
Autonomous AI agents execute tasks like verification and routing within workflows
AI-powered use cases in action
From assisted servicing to intelligent insights, here are just a few of the production-ready use cases you can activate with AI Factory.
Why Backbase
With Backbase, banks move beyond RPA or siloed scripts. Intelligent automation is integrated into a single platform, connected to your customer journeys and designed for real outcomes.
Purpose-built for banking
Accelerators for onboarding, servicing, disputes, KYC, and more.AI-first orchestration
Designed to combine business rules, AI, and human handoffs seamlessly.Composable from day one
Use what you need, expand when ready - no rip-and-replace required.Proven delivery
Trusted by leading banks to modernize processes with lower cost and higher speed.