Deepen client relationships, streamline operations

Deepen client relationships, streamline operations Backbase Modernize your end-to-end private banking services and deliver white-glove experiences for your clients' every need. Rethink client service for a digital-first world Deliver high-quality, hybrid services and experiences that meet the full spectrum of HNW, UHNW and institutional clients’ needs. From intuitive self-service tools for everyday banking and investments to unified workspaces for high-touch, tailored advice, enable clients and relationship managers to collaboratively manage, grow, and optimize client assets. Make strong first impressions with onboarding built for high-value clients Support RM-led, hybrid, and fully digital onboarding journeys for individuals and complex entities. Create branded prospect experiences and streamline compliance with automated KYC and integrated case management. Differentiate with personalized, white glove digital experiences Offer clients full transparency and control with award-winning mobile and web apps that reflect your brand and tone of voice. Give clients a holistic view of their wealth, real-time insights, and tools to manage complex family relationships and collaborate with RMs. Empower relationship managers to deliver exceptional service Free your relationship managers from manual tasks with workspaces that streamline daily execution and provide a full view of client assets, preferences, and past interactions. Surface AI-driven recommendations and connect to real-time insights across internal systems and third-party data sources. Offer premium banking services for your clients’ every need Streamline complex credit journeys — including mortgages, investment-backed loans, and overdrafts — with built-in automation and case management. Serve international and multi-entity clients with flexible account structures and permissions. Empower your clients with real-time visibility, smart alerts, and intuitive self-service. Offer holistic wealth management propositions Support a full spectrum of investment approaches, allowing clients and RMs to open, manage, and collaborate on portfolios through a single, intuitive experience. Facilitate portfolio creation and tracking across all mandates with AI-driven insights, timely proposals, and personalized product discovery. The first AI-native Banking OS Backbase The AI-native operating system to coordinate customers, employees, and agents - so every action across digital channels, front office, and operations runs as one. The operating system that turns fragmented banking operations into a Unified Frontline. Customers, employees, and AI agents work as one across digital channels, front office, and operations. It understands, runs, authorizes, and optimizes your frontline. Every system reads from the same source of truth and every action is executed within governed authority.The result is Elastic Operations: banks can scale throughput without scaling headcount. Why Backbase Backbase is the world’s first AI-powered banking platform designed to turn ambitious banks into unstoppable growth engines. Best of suite Subline Meet your clients’ every need with a unified suite powering all your digital services and channels across all lines of business. AI-powered platform Subline Drive growth with every client interaction with AI-powered recommendations and next-best action suggestions on any channel. Buy and build Subline Get to market faster with 400+ customizable capabilities and ModelBank implementations you can tailor to your needs. Proven expertise Subline 100+ leading financial institutions worldwide trust Backbase to power their digital banking services. Trusted by leading institutions 100+ institutions trust Backbase to modernize their client experience and accelerate growth — with results that speak for themselves. 50 NPS score Heading £18billion in payments via digital channels in one year Heading 29k+ portfolios live on digital channels Heading 22k+ private banking users Heading Keep up with the latest insights Ready to take private banking to the next level? Backbase Schedule a chat with us to discuss your specific needs and how we could support you. Backbase