Rethink client service for a digital-first world
Deliver high-quality, hybrid services and experiences that meet the full spectrum of HNW and Ultra HNW clients’ needs. From intuitive self-service tools for everyday banking and investments to unified workspaces for high-touch, tailored advice, enable clients and relationship managers to collaboratively manage, grow, and optimize client assets.
Make strong first impressions with onboarding built for high-value clients
Deliver seamless, compliant onboarding for individuals, family offices or complex entities.
Automate KYC/AML checks with integrated case management and compliance workflows
Give prospects tailored onboarding experiences with branded digital prospect lounges
Build RM-led, hybrid and fully digital client onboarding journeys
Differentiate with personalized, white glove digital experiences
Offer clients full transparency and control with award-winning mobile and web apps that reflect your brand and tone of voice.
Simplify collaboration with relationship managers with in-app chat, video and shared workspaces
Support complex family structures with multi-entity family and estate banking capabilities
Offer personalized dashboards with a holistic view of assets and net worth
Enable real-time transactions, AI-powered notifications and tailored insights
Empower relationship managers to deliver exceptional service
Free your relationship managers from manual tasks and give them the tools they need to deepen client relationships.
Streamline daily tasks with unified workspaces that make it easier to execute client requests
Provide a unified view of client assets, preferences, and past interactions
Deliver AI-powered product recommendations and next-best actions
Connect to internal systems and third-party data sources for real-time insights
Offer premium banking services for your clients’ every need
Make it easy for clients to manage their financial lives in a single place.
Provide seamless access to accounts, cards and exclusive rewards
Offer and monetize value-added services like international payments and FX
Digitize lending for mortgages and complex specialty loans
Offer holistic wealth management propositions
Give clients access to a broad range of investments with discretionary and advisory portfolio management services.
Expand your offering with third-party products like PE, VC and hedge funds
Let clients track performance, adjust allocations and explore curated opportunities
Make it easy for clients, RMs, and advisors to co-create and refine investment plans
The first AI-powered platform for banks
The Backbase Suite runs on a unified, AI-driven platform that brings together integrations, data, and customer journeys in one place. It replaces disconnected systems with a modern foundation built for speed, intelligence, and scale.
It’s how you turn fragmented experiences into one smart, connected engine for growth.
What private banks build with Backbase
From day-to-day banking to long-term wealth planning, private banks use Backbase to design modern, high-impact services and experiences across every stage of the client lifecycle.
Private banking mobile app
Relationship manager workspace
Collaborative proposal journeys
Wealth & asset aggregation
Best of suite
Meet your clients’ every need with a unified suite powering all your digital services and channels across all lines of business.
AI-powered platform
Drive growth with every client interaction with AI-powered recommendations and next-best action suggestions on any channel.
Buy and build
Get to market faster with 400+ customizable capabilities and ModelBank implementations you can tailor to your needs.
Proven expertise
100+ leading financial institutions worldwide trust Backbase to power their digital banking services.
Trusted by leading institutions
100+ institutions trust Backbase to modernize their client experience and accelerate growth — with results that speak for themselves.
50
NPS score
£18billion
in payments via digital channels in one year
29k+
portfolios live on digital channels
22k+
private banking users
Keep up with the latest insights
Episode 40 of Banking Reinvented examines the importance of the human touch in banking — and how financial institutions can complement it with cutting-edge technology.
In this episode, host Tim Rutten is joined once again by Backbase Founder & CEO, Jouk Pleiter, as well as Dan Dagg, Chief Operating Officer at Arbuthnot Latham. Together, they discuss supercharging relationship managers with AI and other tech solutions, harnessing data to enable omnichannel customer experiences, and reinventing operating models to improve customer-centricity.
Tune in to hear their takes on the future of financial services — and how a platform model can help tie everything together.
Want more insights into the future of banking? Check out our content hub for impactful podcasts, blogs, and whitepapers.