Solutions designed especially for Wealth Management

We help private banks and wealth management firms transform their outdated web applications into modern, digital experiences that boost engagement and ensure lasting relationships with their clients. Backbase takes your digital channels to the next level and delivers a complete customer experience that will put you ahead of the competition.

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Three main objectives

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. Make the most of every customer interaction. Create personalized, cross-channel customer journeys that deliver exceptional brand experiences across all digital touchpoints.

1. Delight your customers

2. Empower your business teams

3. Accelerate your IT development

1. Delight your customers

Today’s customers expect seamless customer journeys – any time, any place – that are easy to use and perfectly match the traditional face-to-face relationships they have with their adviser, without any friction. Backbase helps you modernize and orchestrate all your customer touchpoints, transforming multiple siloed banking channels and legacy applications into a consistent brand experience that’s easy to use and always available.

Learn more about our out-of-the-box digital banking solutions that kickstart your project and dramatically decrease your time to market by leveraging industry best practices and ready-to-go implementation accelerators.

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My Dashboard

Empower your clients to enjoy the tailor-made service they have always enjoyed in a face-to-face conversation. Let your client choose what’s relevant for them.

  • Allow users to continue enjoying your traditional tailor-made approach by giving them total end-customer control over their dashboard.
  • The power to add new widgets, remove unwanted widgets and customize dashboards with drag and drop functionality.
  • Offer new capabilities as you continuously expand your widget catalog.
  • Personal preferences that can be device-specific in order to guarantee content relevance.
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Portfolio Viewer

Provide a comprehensive tool for your users to visualize, understand and follow their investments. Complex data displayed in a comprehensive way with touch or mouseover definitions.

  • Whether managed or advised, offer a unique portfolio visualizing tool that will make even complex data seem simple.
  • Direct insights on portfolio valuation, allocation and performance. Drill down from the larger aggregates all the way down to individual investments.
  • Enrich your digital portfolio presentations with extensive graphing libraries to enhance user experience.
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Portfolio Manager

Provide trading capabilities for your non-discretionary clients. Increase revenue and client implication in their investments by integrating modern online trading capabilities.

  • For your more active and execution-only clients, give them full control of their portfolio.
  • Enhance your portfolio viewer by adding trading capabilities on a wide spectrum of investments, stocks, bonds, forex, mutual funds, ETFs, options, futures, and many more.

> Like to know more? Request a demo.

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Client-Adviser Communication

Digital communication is simply about enhancing your current customer relationship. Chatting, calling or videoconferencing is a valuable extension to the face-to-face relationship you've built with your customers over the years.

  • Digitize the close and personal relationships you have with your clients through Click2Chat and Click2Call features, supporting video conversations and screen sharing (based on third party integration).
  • Ensure confidentiality and privacy by integrating a secure message center within the bank’s platform.
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News & Stock Alerts

Attract the attention of your demanding clients only when it’s relevant. Enjoy the power of granular targeting to deliver the right message or notification to the right clients.

  • Choose the most relevant alerting tool depending on the client’s segment or management type.
  • Create alerts for individual stocks and send out notifications about specific market events.
  • Link to your mobile app for instant push notifications, or SMS alerts if preferable.
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Document and Research Center

One-stop shop for personal documentation and investment research papers with powerful search capabilities. Give your clients the tools to filter through an ever-growing abundance of information and documentation to help them find what they need.

  • Deliver the most relevant research papers based on client investment profile and portfolio holdings.
  • Easily aggregate internal and external sources.
  • Intuitive search capabilities.
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Money Transfers

Provide payment flows that you can implement to all clients, or a select group. Fast implementation of all internationally standardized money transfer protocols.

  • Intuitive money transfer tools that support multiple types of transfers, from person-to-person and account-to-account payments.
  • Domestic payments and international payments are supported.
  • Support for scheduled and recurring payments.
  • Review tool to monitor pending and scheduled payments.

Accounts & Transactions

Get the whole picture of your day-to-day banking, your long-term investments and your trading account. Simply aggregate your current accounts with your investment portfolios.

  • 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, plus tagging and categorization tools.
  • Track completed and pending transactions, including ATM visits, debit card purchases and direct deposits.

Financial Planning & Profiling

Seamless onboarding, simple questionnaires to satisfy regulatory obligation, and guaranteeing 360-degree customer profiles. Choose the format that fits your institution’s culture and image.

  • Empower your clients to renew their MiFid or other regulatory profile questionnaire.
  • Create custom wizards and calculators to offer the most relevant financial advice at the most important moments.
  • Tools to create simulators, and calculators to set up self-service features for your clients.

2. Empower your business teams

The inherent value of the Backbase platform is that it brings IT and the business together, enabling a more rapid and agile collaboration model. Content updates and targeted sales campaigns can be created in hours, and can go live immediately. Onboarding and self-service apps can be rapidly built, seamlessly deployed and easily changed, all without the need for deep coding. Backbase empowers agile teams to innovate at the speed of digital.

Experience manager

Backbase comes complete with fully integrated content management and targeted campaign management capabilities, enabling digital marketers to easily edit website pages or mobile apps and run targeted sales campaigns to increase your online conversion and sales results.

Visual page editor

  • Easy-to-use in-context editing capabilities to update content and apps across marketing sites, secure internet banking and mobile apps.
  • Customizable workflows for verification and publication rules.
  • Reuse content and content assets across all digital touchpoints.
  • Easy reuse of content from your existing CMS.

Targeted campaigns

  • Track customer behavior and preferences, and create targeted cross-sell and upsell campaigns to increase your share of wallet.
  • Distribute campaigns across all your digital touchpoints, including internet and mobile banking apps and third party websites.
  • Integrated analytics spanning all channels, including regular web, mobile apps, and tracking of every action, from page views to events.

Reusable widget catalog

  • Backbase comes with enterprise Widget Catalog that’s populated with reusable widgets, templates, connectors, plugins and complete end-to-end banking apps.
  • Create your own assets, add them to the catalog, all tailored to your needs, and reuse them across multiple apps and projects.
  • Creating a new app becomes more like visually “assembling” and “orchestrating” the necessary building blocks, versus reinventing the wheel for each project.

Onboarding & origination

Improving digital customer onboarding and origination is one of the most effective sales strategies for banks and financial institutions wanting to improve engagement, share of wallet, retention and ultimately the lifetime value of a customer relationship. Backbase offers powerful software that helps you to fully digitize your customer onboarding and product origination operations, and achieve up to 80% cost and time savings by automating the onboarding process while minimizing manual paper handling and distribution.

Omni-channel forms

  • Design, manage and streamline all your customer dialogs across multiple channels (web, mobile, call center and front-office).
  • Streamline your onboarding and self-service dialogs, all integrated with your internal systems to enable straight-through processing.
  • Combine visual modeling with your own custom code to deliver high-quality applications at the speed your business demands.
  • Create beautiful and advanced UIs that perform well on all digital touchpoints, mobile devices and the web.

Dynamic Case Management

  • Backbase Dynamic Case Management helps you simplify and automate work. It brings together the people and information needed to get work done completely and correctly throughout the entire life cycle of a case.
  • Use visual tools to quickly build an executable model of your new application, then elaborate on the details in a unified, model-driven development platform.
  • Built-in mobile and social capabilities simplify collaboration through any device and any channel.
  • Communicate with legacy systems using configurable connectors (e.g., Core Systems, CRM), open, standards-based protocols (such as SOAP, REST), and the open Backbase API gateway.

3. Accelerate your IT Development

Many wealth management institutions seek the flexibility to customize their apps to meet their unique needs. Backbase offers the fastest way to customize and extend your banking apps. By streamlining the app-building process – including providing basic building blocks so you never have to start from scratch; an interesting graphical display widget can be easily reused between a client mobile app and a relationship manager’s portal – Backbase gives you the agility to create tailor-made experiences and take the lead in the digital banking revolution.

Custom widget development

  • Open-standards-based widget development (HTML, CSS, JavaScript).
  • Easy to assemble industrialized UI building blocks.
  • Predefined and extensible domain models.
  • Industrializes integration and security patterns to communicate with any back-end.
  • Responsive and adaptive UI patterns.

Mobile SDK

  • Create hybrid or fully native mobile apps for Android and iOS.
  • Mix and match HTML and native UI elements in high-performance runtime.
  • Easy integration with any third party mobile SDKs.
  • Bank-grade security and high-performance runtime.
  • Clearly defined extension points with clean APIs.

Customer experience services

  • Robust enterprise security and application integration platform.
  • Modern micro-services-based customer experience orchestration architecture.
  • Integrated content management and personalization/targeting services.
  • Communication through simple, universally accessible APIs.
  • Classic deployment (servlet container) and native cloud deployment.

Digital banking services

  • Banking-as-a-Platform build on state-of-the-art micro-services architecture.
  • Highly scalable services for well defined and discrete tasks.
  • API-based banking capabilities that work seamlessly with existing core banking systems.
  • Modular and extensible architecture that enables easy customization to national and international requirements and regulation.
  • Classic deployment (servlet container) and native cloud deployment.

Onboarding and origination

  • Design and deploy smooth, cross-channel onboarding processes on any device.
  • Low code development platform to define enrollment and origination processes.
  • Straight-through processing and integrated Dynamic Case Management capabilities.
  • Create and manage your forms and the business logic behind them, without coding.

Open banking marketplace

  • More than 50 best-of-breed fintech plugins for security, communications, PFM, artificial intelligence, digital marketing, KYC and more.
  • Easily mix and match services from third party fintech providers without worrying about vendor lock-in or being stuck with your core banking system.
  • Eliminate risk and save time by finding the best tools that integrate with Backbase, and increase your team’s productivity and accelerate your digital transformation.

We are proud to be named Leader in the Forrester Wave for Digital Banking Engagement Platforms Q3 2017

Learn why Backbase has been recognised as a Leader for Digital Banking Engagement Platforms.

Forrester evaluated Backbase among 11 of the most significant offerings across 35 separate criteria. In the report, Backbase was named as a leader for Digital Banking Engagement Platforms and received the highest score in the current offering category.

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 Wealth Management Brochure

We help private banks and wealth management firms transform their digital channels into vehicles that boost engagement and ensure lasting relationships with mass affluent and high net worth clients. The Backbase Digital Banking Platform jumpstarts the implementation of your next-generation digital wealth management experience.

Download now