Automate workflows and eliminate manual tasks to streamline operations.
Integrate front, middle and back office with collaboration tools and 360° client views.
Deliver forward-thinking and proactive services through data-driven insights.
Benefits
Improve client retention while increasing operational efficiency
Boost productivity across teams
Empower relationship managers (RMs) and service reps with intuitive and unified workspaces, role-specific dashboards, and streamlined workflows so they can focus on what matters most: the client.
Strengthen client loyalty
Build trust and engagement with proactive, personalized service. Give clients easy access to secure messaging, document exchange, and real-time updates with the right mix of digital and human service.
Drive growth through personalization
Use AI-driven insights and next-best-action suggestions to recommend relevant services at the right moment. Identify upsell and cross-sell opportunities to increase wallet share.
Reduce service complexity
Connect front, middle, and back office with a single platform and connected digital tools. Resolve issues faster and more accurately—improving client and employee satisfaction.
Modernize at your own pace
Backbase gives commercial banks a unified, modular platform to launch, scale, and monetize digital and open banking services. Add high-impact capabilities to your existing offerings and expand at your own pace—layering on new services as client needs evolve and business priorities shift.
Relationship and service management
Empower relationship and service management with flexible solutions.
Relationship manager workspace
Account analysis & billing
Customer service workspace
Middle & back-office portal
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create relationship and service management solutions tailored to your client’s industries and needs.
Dashboard
User management
Real-time communication
Entitlements
Notifications and message center
Proactive proposals
Campaign management
Device and assisted user management
Best of suite
Meet your clients’ every need with a unified suite powering all your digital services and channels across servicing and sales.
AI-Powered
Drive growth with every client interaction using AI-powered recommendations and next-best action suggestions.
Build and Buy
Get to market faster with 400+ customizable capabilities and Model Bank implementations you can tailor to your needs.
Proven expertise
100+ leading financial institutions worldwide trust Backbase to power their digital banking services.
