Today's private banking clients expect the perfect blend of digital and personal. With Backbase, you can deliver superior experiences and exceptional service on any channel. You'll get ahead of client expectations and become the go-to provider for all their financial needs. The result? A high tech, high touch banking experience that truly matches your brand.

Customer Lifecycle
Digital meets high-touch service
The key to winning the hearts of the next generation of high-net-worth customers is to offer private banking that achieves the right combination of digital and personal.

With Backbase for Wealth Management, you can combine digital convenience with a human touch and empower your client advisors with the right tools to provide exceptional service and hybrid advisory. All through one single platform with ready-to-go apps that you can build on top of.

Customer Servicing
Hybrid advisory revolutionizes customer relationships
Empower your client advisors to do their best work with a single portal that holds products, transactions, document exchange, signatures, and real time communication in one place.

And from portfolio overview to stock trading, your customers can actively keep an eye on their portfolio, access the market within minutes, and manage their finances from anywhere, on demand.

All so you can focus the time of your client advisors on what really matters: the customer.

Product Origination
Put customers in control
Enable customers to open a new trading account, initiate self-guided investment journeys, and browse through multiple products to accelerate product origination.

By eliminating traditional friction points with automated eKYC and AML compliance, you offer not just better banking experiences, but also peace of mind to your most valued clients.

Customer Loyalty
Personalized engagement at scale
Keep up with your clients’ busy lifestyles and craft data-powered messages and personalized advice to engage them even when they’re on the move.

Backbase’s Wealth Management apps come pre-configured with out-of-the-box engagement channels that let you deliver personalized recommendations based on audience segmentations and contextual data.