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Sales

Turn every interaction into a growth opportunity

Deliver AI-powered sales journeys on every touchpoint. Boost product holdings and adoption while lowering customer acquisition costs.

Sales header image
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Deliver the advice your clients expect. And the growth your bank needs.

Create sales & advice journeys that convert across channels, segments and product lines. The Backbase Sales Suite brings digital onboarding, loan origination, product activation, and expansion together on one AI-powered platform. So you can boost adoption, deepen customer relationships, and drive long-term growth.

Onboarding

From manual steps to great first impressions

Give your clients a fast, intuitive way to start their journey with your institution. Whether they’re individuals, business owners, or high-net-worth clients, digitize and automate onboarding processes across channels and departments —reducing friction, drop-offs, and time to value.

Onboarding

Loan origination

From slow decisions to fast approvals

Give your clients a faster, more transparent path to financing for personal loans, business credit lines, mortgages and more. Backbase helps you digitize and automate origination workflows across all channels, so clients can apply, track progress, and receive decisions without unnecessary delays or paperwork.

Loan origination

Product activation & expansion

From one-time sales to lifetime value

Proactively engage clients with AI-powered campaigns, personalized offers, nudges, and next-best actions that drive product usage and unlock cross and upsell opportunities. Whether it’s activating a newly opened account or offering the next right product based on real behavior, AI helps you deliver relevant experiences that grow product holdings across every segment and channel.

Product activation expansion

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.

Learn more about the Backbase Platform

Backbase AI

Buy for speed. Build for differentiation.

Backbase gives you out-of-the-box capabilities to get to market fast. You can extend and customize them to create the tailored experiences that set your bank apart. No need to reinvent the basics. Just focus on what drives real value and long-term relationships.

Buy and Build
We're embarking on an ambitious growth journey to 3x our digital customer base, and the Backbase AI-powered Banking Platform gives us the technological foundation and flexibility we need to scale rapidly while delivering the innovative, customer-centric banking experiences that will drive our expansion.

Dritan Mustafa
CEO at Tirana Bank

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