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Wealth Management

Assist the next generation of investors

Today's private banking clients expect the perfect blend of digital and personal. With Backbase, you can deliver superior experiences and exceptional service on any channel. You'll get ahead of client expectations and become the go-to provider for all their financial needs. The result? A high tech, high touch banking experience that truly matches your brand.

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Customer Lifecycle

Digital meets high-touch service

The key to winning the hearts of the next generation of high-net-worth customers is to offer private banking that achieves the right combination of digital and personal.

With Backbase for Wealth Management, you can combine digital convenience with a human touch and empower your client advisors with the right tools to provide exceptional service and hybrid advisory. All through one single platform with ready-to-go apps that you can build on top of.

Customer Onboarding

First impressions matter

Onboarding high-net-worth individuals can be complex, but that doesn’t mean you can’t make it easier for your new customers.

Backbase Digital Onboarding gives you everything you need to make onboarding convenient and transparent. From document exchange and collaboration, to digital signatures and configurable workflows: everything you need to make a remarkable first impression.

Wealth Management - Customer Onboarding

Customer Servicing

Hybrid advisory revolutionizes customer relationships

Empower your client advisors to do their best work with a single portal that holds products, transactions, document exchange, signatures, and real time communication in one place.

And from portfolio overview to stock trading, your customers can actively keep an eye on their portfolio, access the market within minutes, and manage their finances from anywhere, on demand.

All so you can focus the time of your client advisors on what really matters: the customer.

Wealth Management - Customer Servicing

Product Origination

Put customers in control

Enable customers to open a new trading account, initiate self-guided investment journeys, and browse through multiple products to accelerate product origination.

By eliminating traditional friction points with automated eKYC and AML compliance, you offer not just better banking experiences, but also peace of mind to your most valued clients.

Wealth Management - Loan Origination

Customer Loyalty

Personalized engagement at scale

Keep up with your clients’ busy lifestyles and craft data-powered messages and personalized advice to engage them even when they’re on the move.

Backbase’s Wealth Management apps come pre-configured with out-of-the-box engagement channels that let you deliver personalized recommendations based on audience segmentations and contextual data.

Wealth Management - Customer Loyalty
Customer stories

An extensive experience in wealth management and private banking

Discover how Backbase's category-leading platform transforms the client experience with speed and ease.

BCV
If we wanted to customize Backbase and develop new features, we could do it – because of its simplicity we were able to train developers quickly.

Laurent Lamour,
Digital Product Manager, BCV

<7

months to build and deliver the new platform

Benefits

Unleash the power of one platform

Ready-to-go functionalities that you can build on to make your brand truly stand out

Onboarding & Origination

Smooth product applications journeys that you can customize and complement from eKYC to eSignature.

Turn-key Banking Apps

With all the features you need to go to market fast: asset allocation, performance journey over time, positions, trading, and more.

In-app Engagement

A central marketing hub to craft targeted offers and communications that engage customers, directly within their banking apps.

Customer Service

Employee applications that give your teams what they need to deliver the outstanding service your customers expect.

Pre-built Integrations

Open by design, the platform integrates with best-in-class fintech partners to take your app beyond banking.

Developer Tools

Web & Mobile SDKs, Design System, and 200+ APIs give you the freedom to build your own functionalities and add to the app.

Featured content

The latest insights

Explore our collection of educational resources and deep dives into engagement banking.