Process Digitization Services

Connect customers and employees to the outcomes they want, every time. Backbase Flow gives you the power to orchestrate outcomes across channels and interfaces in a unified omni-channel platform. Backbase Flow is engineered to automate across silos, finally connecting your front-end channels to your back-office operations. Even your most complicated processes will appear seamless to your clients, even those using self-service digital channels. They get the results they expect, and you drastically reduce your cost of service.

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Backbase Flow

Design and automate all your customer onboarding, account opening, origination and self-service processes across multiple channels, all directly integrated with your internal back-end systems with straight through processing. Leverage powerful workflow, business rules and dynamic case management capabilities that bring together the people and information needed to get work done completely and correctly throughout the entire lifecycle of a case.

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Workflow Engine

Streamline both human task management and (micro-)service orchestration.

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Decision Engine

Define and execute business-driven decision tables and rules.

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Visual Modeler

Empower business engineers to visually model your flows and business rules.

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Tasklist

Empower end users to get work done fast and efficiently.

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Form Driven Dialogs

Leverage ready-to-go Forms templates and web and mobile UI components.

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Customer Onboarding

Re-use white label flows for omnichannel customer onboarding and digital account opening.

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Loan Origination

Accelerate your project with white label flows for both Consumer and SME lending.

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Monitor & Optimize

Create beautiful reports and use advanced analytics to identify process bottlenecks.

From Channel Silos to Omni-Channel Platform

Rather than creating digital business functions for each channel, it makes sense to do everything once, and disperse to all channels via a central hub, an omni-channel digital banking platform to orchestrate customer interactions across any touchpoint.

 

 

Omni Channel Diagram 1 - Process DigitizationOmni Channel Diagram Mobile - Process Digitization

Analyst Recognition

Ovum’s Ultimate Leader: The Backbase Digital Banking Platform

Once again, Ovum lists the Backbase digital banking platform, as the Ultimate Market Leader. This prominent report, which summarizes each vendor’s digital banking platform capabilities, puts Backbase firmly at the forefront.

Download the full report

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Customer Onboarding

Seamlessly and easily orchestrate global front-office to back-office processes for complex multi-product and multi-jurisdictional customer onboarding and customer maintenance. Engage with your customers via a true omni-channel experience and empower your staff to always put the customer at the center of every transaction.

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Loan Origination

Increase consistency and reduce technology costs throughout each phase of the mortgage, home equity, consumer and business loan origination process. From point-of-sale to secondary marketing; from document and task-tracking to automated underwriting; from application to processing; from closing to electronic document transmission and automated uploading to loan servicing systems, Backbase enables you to originate multiple types of loans – across multiple verticals and channels – with speed and efficiency.

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Replace Legacy Applications

Many legacy applications are hard-coded, difficult to change, expensive to maintain, and often are channel specific. With Backbase Flow and the other Backbase platform services you can accelerate your digital transformation, leveraging the out-of-the-box capabilities and solutions to create cost-effective omni-channel digital dialogs and business process that are customer-centric, 100% paperless, highly reusable, and highly customizable.

Microservices Orchestration

Backbase Flow is a natural fit for microservices orchestration, ensuring that critical business processes spanning multiple microservices can be carefully monitored and managed. Backbase enables cross-service monitoring and management of end-to-end processes without violating the core paradigms behind microservices. Using ISO-standard BPMN, processes can be visualized in a technically easy-to-understand manner according to their logical sequence, and events from running processes can also be modeled. Backbase Flow does not necessarily play the role of a “controlling” layer and is itself simply another service with a well-defined scope: specifically, the monitoring (and possibly also management) of the end-to-end process.

Integrate with RPA Tools

Robotic Process Automation has emerged as a popular approach for automating manual tasks in systems where no API is available. Integrate your RPA tool with Backbase Flow to manage and monitor end-to-end core business processes. Managing end-to-end business processes requires controlling or responding to all of these different activities and events. RPA products play an important role in processes but serve as a building block. Using RPA products in isolation carries the risk of not having control of the process as a whole. Backbase Flow works side-by-side with your RPA tool to ensure that you benefit from RPA in process execution without losing sight of the overall process.

Customer onboarding
and origination

What must banks do to remain relevant in a rapidly changing environment? With very little time to adapt, what is the smart way to take on digital onboarding and origination? What support is available to simplify and expedite the process?

Download the whitepaper and learn the reasons why banks lag behind with digitized onboarding and origination, how they can overcome these challenges, and the opportunities that come with this seemingly impossible task.

Download the full report