Get ready for the next generation Wealth Management Experiences

Create a consistent experience across customer channels to improve the entire customer journey.

Request a Live Demo Download Solution Overview

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One Solution For all your key Stakeholders

Move your digital banking capabilities to the next level. Backbase offers a one-stop shop for building, running, managing and optimizing digital banking apps using state-of-the-art technology.

Three objectives - Wealth Management

01. Delight your Customers

Today’s customers expect seamless journeys – any time and any place – that are easy to use, without any friction.

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My Dashboard

  • Comprehensive dashboards specifically suited to clients and internal users' needs.
  • Accelerate implementation time by sharing widgets across workstreams, and reusing specific capabilities.
  • Leverage the power of digital banking services to create personalized experiences and organize work.
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Portfolio Viewer

  • Clear, concise overviews with the full picture on one dashboard.
  • A range of widgets, which are continuously updated.
  • Smart navigation paths and easy data visualization.
  • Complex data displayed in a comprehensive way with mouseover for web, touch and swipe in a mobile context.
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Portfolio Interactions

  • For advisory clients, present the ideal investment proposal or adjustment transactions, documented and ready to act upon.
  • For more active clients, give full control of their portfolio with transactional capabilities for different asset classes or inhouse mutual funds.
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Accounts and transactions

  • Easily monitor all account balances, including checking, savings, debit and credit cards, personal, mortgage loans, and external accounts (among others).
  • Dive into transaction details with strong filtering options, integrated maps, in addition to tagging and categorization tools.
  • Track completed and pending transactions, including ATM visits, debit card purchases and direct deposits.
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Accelerating on mobile

  • Portfolio aggregation.
  • Allocations.
  • Performance.
  • Transactions.
  • Positions.
  • Native mobile app iOS & Android.

You are in control:
Adopt – Extend – Build

01 Adopt Control Extend - Wealth Management

02. Empower your Employees

We don’t just help banks to build software, we help them prepare for the next decade.

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Backbase User Management

  • One Place - to manage all your users, groups and their devices, mastered in Backbase Identity or from your existing Identity Management systems.
  • Self-Service - Administrators can control user management from a top-level view, and they can delegate administrative access across the organization to better serve their end users (enable/disable/reset/etc).
  • Empower End-Users - delegate user management rights directly to end-users, so they can create new accounts, manage profiles and control their own data.
  • Audit - enable employees to view the activity log for a user of company.
  • Better support - quickly service your customers when they have issues their online or mobile banking apps.
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Backbase Entitlements

  • Fine grained access control - Easy to configure and making use of job profiles, account groups and limits.
  • Self-service - Put your customer in the driver's seat managing entitlements by themselves or manage it for them.
  • Manage 3rd Party access - Allow your customer to grant third parties to access their accounts and define what they can do.
  • Approval policies - Define and enforce the rules, tailored to your and your customers needs, that drive the segregation of responsibilities.
  • Seamless integration with other Backbase services, that will allow entitlement policy enforcement at button level.
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Backbase 360 Customer View

  • Create the full picture - Aggregate customer data from multiple sources, such as your CRM, your core-systems and 3rd party data providers into a single view.
  • Tailor made authorization - Set granular access rights and entitlements for your front-office employees' authorizations in relation to your customers' data and products.
  • The right help at the right time - track user behavior across multiple channels and interactions and make sure your adviser understands the steps a customer had already taken in order to respond accordingly.
  • Relevant recommendations - empower advisors to understand your customers' financial situation, and enable them to recommend suggestions for improvment.
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Backbase Case Management

  • Easy-to-use - task-focused apps, providing your employees and customers with a delightful experience at every digital touch point
  • Connect and streamline - people, processes, data, and content in both structured or dynamic unstructured business processes.
  • Unify and accelerate - these interactions for better, faster, smarter decisions.
  • Increase sales - assist customers with complex transactions, convert more sales and provide just-in-time sales support across all customer preferred channels.
  • Fast time to Market - leverage pre-build accelerators for customer onboarding, account opening, loan/credit origination and self-services processes.
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Backbase CRM Integration

  • CRM integration - Backbase easily integrates with your existing CRM systems (e.g. Salesforce, Microsoft Dynamics, Oracle CRM).
  • Embed Backbase in your CRM - Re-use Backbase widgets (capabilities) directly embedded in your CRM desktop.
  • Embedded CRM in Backbase - Re-use your CRM capabilities as widgets and run them embedded in your Backbase portal.
  • Campaign Management – by combining data from your CRM and from the Digital Banking world you can create highly personalized and relevant offers, increasing your share of wallet with your customers.

03. Enable your Digital Teams

Your team will learn cutting-edge technology and best practices the best way possible – by doing it.

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UX Designers
Design System

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Digital Marketeer
Content & Marketing

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Business Engineer
Process Digitization

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DevOps Engineer
SDLC

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App Developer
SDK | API

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UX Designers
Design System

  • Provides guidelines and UI components, supporting designers and developers in staying fully aligned throughout the development cycle.
  • Enable rapid prototyping via an always up-to-date Sketch Template that is fully aligned to the component library used by the engineering team.
  • Sketch Templates contain core visual styles - components, color swatches, iconography, and templates give designers an accelerator for UI/UX.
  • Leverage the Living Styleguide as a centralized place for all the existing UI components used across all widget collections.
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Digital Marketers
Content Management

  • Multilingual and multi-country - create experiences in multiple languages and locales.
  • Integrated content management - allows for re-use of the same content across multiple pages and applications.
  • Visual Editor - use the Page and App editors to easily configure all your web and mobile apps on the fly - without coding.
  • Compliant - Integrated user management and auditing capabilities to manage all interactions across your digital channels.
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Digital Marketers
Campaign Management

  • Leverage your data - Track customer behavior and preferences and connect to multiple data sources to fuel your campaigns.
  • Efficient - create and manage campaigns in a single location and distribute them in multiple presentation formats.
  • Run everywhere - run and optimize your campaigns across all your digital touchpoints - both web and mobile.
  • Valuable insights - Integrated analytics and reporting on campaigns effectiveness.
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Business Engineers
Visual Modeling

  • Streamline - onboarding journeys with Backbase frictionless digital Account Opening solution for a true omnichannel experience.
  • Go-fast - Create easy to use origination flows, with instant loan quotes, real-time approvals and automated fulfillment.
  • Go-paperless - go digital with straight-through processing (STP) and all-digital process that can be executed without paper and human involvement.
  • Easy modeling - allowing business engineers to model service orchestration, task flows, and much more in technically-executable yet easy to understand diagrams.
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DevOps Engineers
DevOps

  • Open standards - The Backbase technology stack is fully based on open standards and taps into large global developer ecosystems.
  • Flexibility - Our SDKs and modern architecture give you a robust digital platform foundation, and your developers the flexibility to quickly create new capabilities.
  • Software Development Life Cycle - Backbase provides best practices and recommended tools for all stages of the SDLC while easily fitting into your existing process.
  • Release faster - Adopt the best practices of DevOps and learn how to deliver software faster, improving its quality and your overall development process.
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Software Engineers
Software Development Kit

  • Open standards based, modern front-end widget development (HTML, JavaScript, CSS).
  • Optimized and open rendering strategies for any web-based channel.
  • Create hybrid, mixed (hybrid + native) or fully native mobile apps for Android and iOS.
  • An opinionated set of tools, libraries, and best practices to deliver consistent high-quality back-end services.
  • Client & API code generation tools to speed up development time and align the needs of front-end and back-end services development.
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Backbase
Community

  • Learning Trails - Trails are guided learning paths through modules and projects that help you cover the most ground in the shortest amount of time.
  • User Forum - Have a question or an idea? Raise it in the Backbase Community forum. Jump in to meet fellow Backbase experts around the world.
  • Documentation - One central place to find all the official product documentation, including all the different versions and past releases.
  • Customer Support - Have a direct line to our experts, any time of the day, via phone or online.
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Backbase Open
Banking Marketplace

  • Enrich - your digital banking experiences by leveraging 80+ fintech extensions - that you can find in the Open Banking marketplace - all in one place.
  • Best of Breed - leverage best-of-breed capabilities that can be easily plugged-in to your Backbase platform.
  • Go Fast - pick and run with pre-integrated fintech solutions that significantly boost speed and efficiency in your go-to-market strategy.
  • No lock-in - the Backbase platform is fully open and based on industry-standard API’s, which allows financial institutions to take control of their own digital experience.

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

Trusted by Leading Banks around the world

Backbase software is used by enterprises of all sizes to create customer-centric digital experiences that drive self-service and engagement, fuel online revenues, and maximize their customers’ online experience. Global financial institutions across the world and many others are standardizing on the Backbase Customer Experience Platform. See what they have to say about how Backbase has improved their digital customer experience and impacted their business.

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Backbase for Corporate
Banking
Brochure

Backbase helps wealth management banks transform their outdated web applications into modern digital experiences that boost engagement and ensure lasting relationships with their corporate clients. The Backbase Digital Banking Platform takes your digital channels to the next level and helps you deliver a complete customer experience that will put you ahead of the competition.

Download now