Wealth Management

The digital VIP experience.

Create the perfect client experience that combines digital convenience with a human touch. The Backbase platform allows you to deliver superior service, no matter where your clients are in the world.

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Customer White - Wealth Management

Impress your clients

Your clients can follow their financial growth and get recommendations, all in a meticulously designed app.

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My Dashboard

  • Comprehensive dashboards specifically suited to clients and internal users' needs.
  • Accelerate implementation time by sharing widgets across workstreams, and reusing specific capabilities.
  • Leverage the power of digital banking services to create personalized experiences and organize work.
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Portfolio Viewer

  • Clear, concise overviews with the full picture on one dashboard.
  • A range of widgets, which are continuously updated.
  • Smart navigation paths and easy data visualization.
  • Complex data displayed in a comprehensive way with mouseover for web, touch and swipe in a mobile context.
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Portfolio Interactions

  • For advisory clients, present the ideal investment proposal or adjustment transactions, documented and ready to act upon.
  • For more active clients, give full control of their portfolio with transactional capabilities for different asset classes or inhouse mutual funds.
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Accounts and transactions

  • Easily monitor all account balances, including checking, savings, debit and credit cards, personal, mortgage loans, and external accounts (among others).
  • Dive into transaction details with strong filtering options, integrated maps, in addition to tagging and categorization tools.
  • Track completed and pending transactions, including ATM visits, debit card purchases and direct deposits.
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Accelerating on mobile

  • Portfolio aggregation.
  • Allocations.
  • Performance.
  • Transactions.
  • Positions.
  • Native mobile app iOS & Android.

Relationship management - Wealth Management

Enable your relationship managers

Digital tools provide valuable insights into your clients’ financial lives, so you can build long-term relationships. It’s the perfect blend of a personal and digital experience.

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Backbase User Management

  • One Place - to manage all your users, groups and their devices, mastered in Backbase Identity or from your existing Identity Management systems.
  • Self-Service - Administrators can control user management from a top-level view, and they can delegate administrative access across the organization to better serve their end users (enable/disable/reset/etc).
  • Empower End-Users - delegate user management rights directly to end-users, so they can create new accounts, manage profiles and control their own data.
  • Audit - enable employees to view the activity log for a user of company.
  • Better support - quickly service your customers when they have issues their online or mobile banking apps.
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Backbase Entitlements

  • Fine grained access control - Easy to configure and making use of job profiles, account groups and limits.
  • Self-service - Put your customer in the driver's seat managing entitlements by themselves or manage it for them.
  • Manage 3rd Party access - Allow your customer to grant third parties to access their accounts and define what they can do.
  • Approval policies - Define and enforce the rules, tailored to your and your customers needs, that drive the segregation of responsibilities.
  • Seamless integration with other Backbase services, that will allow entitlement policy enforcement at button level.
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Backbase 360 Customer View

  • Create the full picture - Aggregate customer data from multiple sources, such as your CRM, your core-systems and 3rd party data providers into a single view.
  • Tailor made authorization - Set granular access rights and entitlements for your front-office employees' authorizations in relation to your customers' data and products.
  • The right help at the right time - track user behavior across multiple channels and interactions and make sure your adviser understands the steps a customer had already taken in order to respond accordingly.
  • Relevant recommendations - empower advisors to understand your customers' financial situation, and enable them to recommend suggestions for improvment.
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Backbase Case Management

  • Easy-to-use - task-focused apps, providing your employees and customers with a delightful experience at every digital touch point
  • Connect and streamline - people, processes, data, and content in both structured or dynamic unstructured business processes.
  • Unify and accelerate - these interactions for better, faster, smarter decisions.
  • Increase sales - assist customers with complex transactions, convert more sales and provide just-in-time sales support across all customer preferred channels.
  • Fast time to Market - leverage pre-build accelerators for customer onboarding, account opening, loan/credit origination and self-services processes.
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Backbase CRM Integration

  • CRM integration - Backbase easily integrates with your existing CRM systems (e.g. Salesforce, Microsoft Dynamics, Oracle CRM).
  • Embed Backbase in your CRM - Re-use Backbase widgets (capabilities) directly embedded in your CRM desktop.
  • Embedded CRM in Backbase - Re-use your CRM capabilities as widgets and run them embedded in your Backbase portal.
  • Campaign Management – by combining data from your CRM and from the Digital Banking world you can create highly personalized and relevant offers, increasing your share of wallet with your customers.

Team White - Wealth Management

Equip your digital teams

It’s not just our technology. We help you build digital squads so you can quickly innovate and respond to whatever comes next.

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UX Designers
Design System

  • Provides guidelines and UI components, supporting designers and developers in staying fully aligned throughout the development cycle.
  • Enable rapid prototyping via an always up-to-date Sketch Template that is fully aligned to the component library used by the engineering team.
  • Sketch Templates contain core visual styles - components, color swatches, iconography, and templates give designers an accelerator for UI/UX.
  • Leverage the Living Styleguide as a centralized place for all the existing UI components used across all widget collections.
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Digital Marketers
Content Management

  • Multilingual and multi-country - create experiences in multiple languages and locales.
  • Integrated content management - allows for re-use of the same content across multiple pages and applications.
  • Visual Editor - use the Page and App editors to easily configure all your web and mobile apps on the fly - without coding.
  • Compliant - Integrated user management and auditing capabilities to manage all interactions across your digital channels.
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Digital Marketers
Campaign Management

  • Leverage your data - Track customer behavior and preferences and connect to multiple data sources to fuel your campaigns.
  • Efficient - create and manage campaigns in a single location and distribute them in multiple presentation formats.
  • Run everywhere - run and optimize your campaigns across all your digital touchpoints - both web and mobile.
  • Valuable insights - Integrated analytics and reporting on campaigns effectiveness.
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Business Engineers
Visual Modeling

  • Streamline - onboarding journeys with Backbase frictionless digital Account Opening solution for a true omnichannel experience.
  • Go-fast - Create easy to use origination flows, with instant loan quotes, real-time approvals and automated fulfillment.
  • Go-paperless - go digital with straight-through processing (STP) and all-digital process that can be executed without paper and human involvement.
  • Easy modeling - allowing business engineers to model service orchestration, task flows, and much more in technically-executable yet easy to understand diagrams.
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DevOps Engineers

  • Open standards - The Backbase technology stack is fully based on open standards and taps into large global developer ecosystems.
  • Flexibility - Our SDKs and modern architecture give you a robust digital platform foundation, and your developers the flexibility to quickly create new capabilities.
  • Software Development Life Cycle - Backbase provides best practices and recommended tools for all stages of the SDLC while easily fitting into your existing process.
  • Release faster - Adopt the best practices of DevOps and learn how to deliver software faster, improving its quality and your overall development process.
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Software Engineers
Software Development Kit

  • Open standards based, modern front-end widget development (HTML, JavaScript, CSS).
  • Optimized and open rendering strategies for any web-based channel.
  • Create hybrid, mixed (hybrid + native) or fully native mobile apps for Android and iOS.
  • An opinionated set of tools, libraries, and best practices to deliver consistent high-quality back-end services.
  • Client & API code generation tools to speed up development time and align the needs of front-end and back-end services development.
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  • Learning Trails - Trails are guided learning paths through modules and projects that help you cover the most ground in the shortest amount of time.
  • User Forum - Have a question or an idea? Raise it in the Backbase Community forum. Jump in to meet fellow Backbase experts around the world.
  • Documentation - One central place to find all the official product documentation, including all the different versions and past releases.
  • Customer Support - Have a direct line to our experts, any time of the day, via phone or online.
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Backbase Open
Banking Marketplace

  • Enrich - your digital banking experiences by leveraging 80+ fintech extensions - that you can find in the Open Banking marketplace - all in one place.
  • Best of Breed - leverage best-of-breed capabilities that can be easily plugged-in to your Backbase platform.
  • Go Fast - pick and run with pre-integrated fintech solutions that significantly boost speed and efficiency in your go-to-market strategy.
  • No lock-in - the Backbase platform is fully open and based on industry-standard API’s, which allows financial institutions to take control of their own digital experience.

Powering 120+ financial institutions around the world

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Take the leap

Want to learn more about how our platform can modernize your bank?
Just schedule a chat with one of our experts. We’re here to help.

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