Product holdings
Backbase
Boost product holdings and maximize long-term value by orchestrating the customer lifecycle across every channel and journey. By breaking down silos, your bank can turn each interaction into a targeted growth opportunity.
AI is rewriting the rules for banks — are you ready?
To grow, banks need to think differently. AI isn’t just another tool — it’s a game changer. With AI unifying data automatically from tools like CRM and digital channels, banks can deliver deeply relevant products and services, reduce costs, and seize growth opportunities. AI-powered tools enable your teams to deliver context-aware customer engagements, make data-driven decisions, and strategize with confidence.
90 days
half of new bank accounts close within this time
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$500
average cost to acquire a banking customer
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≈30%
boost in banks’ efficiency and productivity with AI
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600 bps
revenue gain by pairing AI with customer-facing teams
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Grow business by making every touchpoint count
Turn everyday interactions into growth opportunities with personalized, AI-enabled engagement. Powered by Backbase Hybrid AI services, our platform brings together customer data, aligns value propositions, and personalizes experiences - driving deeper engagement and increasing share of wallet over time.
Acquire
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Move from periodic reviews to continuous, AI-driven monitoring and customer risk scoring.
Activate
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Segment-based activation to boost app utilization.
Retain
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Delight customers with personalized engagement.
Expand
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Deepen wallet share with cross-sell and upsell strategies.
Move beyond rule-based engines to dynamic, AI-powered engagement
Unify customer data
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Identify behavior patterns, aggregate data from disparate sources and systems, and define segments. This unified data foundation enables more accurate targeting and smarter engagement.
Map value propositions
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Align customer data with relevant products and messaging. This ensures personalized offers that resonate with each segment.
Engage customers
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Personalize activation plans and optimize upsell strategies. AI-driven journeys deepen engagement and boost product adoption.
Increase your product holdings with intelligent cross-sell and upsell
AI-driven efficiency and powerful insights at your team’s fingertips.
Smarter engagement at low cost
Offload manual tasks and activate personalized cross-sell and upsell journeys at scale. With just a few clicks, your team can launch AI-driven campaigns that match customer needs and your brand - letting them focus on strategy, not execution.
Actionable insights, all in one place
Make data-driven decisions with ease. Consolidate complex data into intuitive dashboards, delivering powerful insights and analytics in one unified view. From product adoption trends to customer engagement metrics, empower your team to strategize with confidence.
Supercharge your systems
Backbase seamlessly coexists with your existing systems. It doesn’t replace your CRM, core platforms, marketing tools, or other solutions - it enhances them. By aggregating customer data from multiple sources (core banking, CRM, digital channels), it creates a 360-degree customer view. This unified data foundation amplifies your capabilities with AI-driven insights and personalized engagement, maximizing the impact of every interaction.
Integrates
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with your existing CRM and marketing tools
Amplifies
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existing systems with AI-driven intelligence
360°
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customer view unifies data into actionable insights
Embedded
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in Backbase platform with ready-to-use user journeys
Need a growth boost? Our value team can help
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See how AI-driven personalization and predictive analytics can help you win loyal customers and grow their lifetime value.
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