How it works
Serve your customers better than ever
Digital Assist is a powerful, ready-to-go employee application that includes all the tools your teams need to boost customer satisfaction and retention.
One unified workspace
Fewer applications, more productivity
Merge all available customer data into a single app. That means more time for your employees to quickly resolve issues and personalize customer service.
Backbase Digital Assist comes with a 360° customer case view, dispute management, real-time communication, up-sell smart insights, permissions, entitlements, and so much more!
Superior support
Act on behalf of customers
Empower your teams to deliver context-driven assistance. With emulated views, your teams can view the issues as customers experience them and guide them towards a speedy resolution.
And if that doesn’t solve it, your teams can act on behalf of customers to fix their most common issues.
Help is always in reach
Assist on any channel, instantly
Service more customers via any touchpoint, all from one unified system and at a lower cost. Instantly chat with customers, right from the banking app.
Backbase Digital Assist also comes with powerful and secure communications in the form of threaded messages. This ensures that no information is lost or compromised.
Collaborate with ease
Turn up the teamwork
Collaborate across teams with in-app comments and messages, task assignments and tracking, team roles, and permissions for front-office teams.
Backbase Digital Assist helps your front-office employees improve productivity and visibility so everyone can focus on providing a white-glove customer service.
Ready to go
Easy to use, no learning curve
You want your teams to focus on servicing customers instead of learning how to use yet another new tool or remember one more password.
Backbase Digital Assist easily plugs into your existing systems so your teams can immediately deliver remarkable support.
Powerful capabilities in one platform
Backbase brings everything you need to provide world-class service to your customers.
Digital Assist workspace
Get a single view of the customer, user management & entitlements, built-in secure messaging, and act-on-behalf capabilities.
Virtual contact center
Add your own cloud-based service center with intelligent queuing, routing, and pre-integrated, chat-based support.
Case manager
For more complex requests, the Case Manager supports BPMN2.0 and DMN standards to collaborate around end-to-end workflows.
Role-based workspaces
A common tool for CSRs, tellers, advisors, and relationship managers, with workspaces tailored to each user group.
CRM integration
Seamless integration brings existing servicing tools and CRM together so they can act as one.
Ready to go
With end-to-end journeys, you can adopt Digital Assist at blazing speed to provide exceptional customer service experiences.