The engagement-banking platform that unifies the advisor and client front-end across private banks and wealth managers — without re-platforming the core.
The composable engagement platform: onboarding, RM workbench, portfolio review and client mobile, orchestrated over your existing core.
No-code KYC/AML onboarding journeys for private banks and IFAs.
A unified relationship-manager cockpit with next-best-action prompts.
White-label client app for portfolios, documents and secure messaging.
Generative-AI assistant surfacing portfolio insights for advisors.
Our flagship 48-page benchmark of where 200+ wealth firms sit on the digital-engagement curve — and the four moves that separate the leaders.
Backbase is the leading engagement-banking platform — the front-end stack that hundreds of banks and wealth managers use to deliver advisor and client experiences without rewriting their core systems.
Founded in Amsterdam in 2003, Backbase serves 150+ financial institutions across 35 countries, with deep deployments in private banking and HNW wealth management.
The phased rollout, the integration pattern with their Avaloq core, and the adoption numbers.
Why the platform-plus-differentiation model is winning in wealth.
A reference architecture for layering engagement over legacy systems.
Live walkthrough with two private-bank product owners.
The composable engagement platform: onboarding, RM workbench, portfolio review and client mobile, orchestrated over your existing core.
No-code KYC/AML onboarding journeys for private banks and IFAs.
A unified relationship-manager cockpit with next-best-action prompts.
White-label client app for portfolios, documents and secure messaging.
Generative-AI assistant surfacing portfolio insights for advisors.
Our flagship 48-page benchmark of where 200+ wealth firms sit on the digital-engagement curve — and the four moves that separate the leaders.
The phased rollout, the integration pattern with their Avaloq core, and the adoption numbers.
Why the platform-plus-differentiation model is winning in wealth.
A reference architecture for layering engagement over legacy systems.
Live walkthrough with two private-bank product owners.
The friction points that quietly kill conversion — and the fixes.
Localisation, data residency and a single codebase.
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