Solutions designed especially for Wealth Management

We empower banks to accelerate their digital transformation and upgrade their outdated portals and banking apps into modern, digital experiences that are easy to use and result in more sales conversions and more satisfied customers. The Backbase omni-channel digital banking platform puts you in control of your digital strategy, allowing you to create, manage and optimize the end-to-end customer experience, putting you ahead of your competition.

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Two 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 Agile Teams

1. Delight your customers

Today’s customers expect seamless customer journeys – any time and any place – that are easy to use, 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

  • Provide clients and internal users with comprehensive dashboards specifically suited to their needs.
  • Accelerate implementation times 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.

2. Empower your Agile Delivery teams

We don’t just help banks to build software, we help them prepare for the next decade. Our world-class team of agile developers, business analysts, and UX designers work alongside you to build and deploy software in an entirely new way. In the process, you are enabled to do so self-suffi ciently in the future. Your team learns cutting-edge technology and best practices the best way possible – by doing it. The knowledge you absorb while working with Backbase is just as valuable as the fi nished project itself.

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UX Designers

  • IProvides 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, giving designers an accelerator to define the UI/UX in rapid time.
  • Leverage the Living Styleguide as a centralized place for all the existing UI components used across all widget collections.
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Digital Marketing

  • Full multilingual and localisation support.
  • Pluggable, structured content allows for easy re-use across multiple pages and applications without duplicating or increasing the maintenance effort.
  • Track customer behavior and preferences and create targeted campaigns to increase your share of wallet.
  • Distribute campaigns across all your digital touch points.
  • Easy-to-use in context content editing capabilities to update content and apps.
  • Fully manage any digital touchpoint within the Backbase Platform, including Hybrid or Native Mobile apps.
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Business Engineers

  • Streamline onboarding and self-service dialogs, all integrated with internal systems to enable straight through processing (STP).
  • Model driven development - generates modern form-based user interfaces that perform well on all digital touchpoints, mobile devices and the web.
  • Simplify and automate processes for a smooth lifecycle of a case.
  • Use visual tools to quickly build an executable model of your new application.
  • Easy integration with your existing BPM system.
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Customer Support

  • Access control allows the management of user permissions and entitlements.
  • Identity access management to create, view and manage users.
  • Audit capabilities enable employees to view the audit log for a user or company.
  • Payments capabilities allow payments viewing and management on behalf of a user.
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Software engineers

  • Open standards based, modern front-end widget development (HTML, JavaScript, CSS).
  • Easy to assemble, industrialized UI building blocks (Design System-based).
  • Supports both responsive and adaptive UI patterns.
  • Industrializes integration and security patterns to communicate with any back-end.
  • Create hybrid, mixed (hybrid + native) or fully native mobile apps for Android and iOS
  • Easy integration with any 3rd party mobile SDKs.

Leader in the Forrester Wave 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 for Wealth
Management
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