Revolutionizing Digital Investing with Backbase Engagement Banking Platform

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Revolutionizing Digital Investing with Backbase Engagement Banking Platform

Tailored Investing Propositions

Backbase Engagement Banking Platform offers the capability to launch tailored investing propositions for any customer segment. With the aim to empower customers to take control of their investments, the platform enables the launch of user-centric trading, robo advisory, and hybrid advisory products. This customization ensures that each customer receives a personalized investment experience based on their preferences and financial goals.

Investing Solutions for Every Segment

Backbase provides investing solutions catering to a wide range of customer segments, offering maximum flexibility for various markets. By building tailored products for different sub-segments, the platform ensures that customers can achieve their financial objectives based on their unique needs and maturity levels. The automated and compliant investment product journeys for self-directed trading, robo advisory, and hybrid advisory wealth management enhance the overall investing experience for clients across different segments.

Robo Advisory: Streamlined Investment Management

The robo advisory solution within the Backbase platform focuses on providing outcome-focused autopilot investment services. Customers can easily automate their investments with options like themed investment portfolios, including ESG or sector-specific investments. This user-friendly approach helps customers in meeting their financial goals seamlessly, making the investment process more accessible and efficient.

Trading Made Intuitive

Backbase enables customers to have complete control over their investments through intuitive trading functionalities. Customers can access capital markets with ease, find investment opportunities, trade, and manage their portfolios independently. The platform ensures a first-class trading experience, all within the secure environment of a banking app, enhancing convenience and trust for users.

Hybrid Advisory: Empowering Relationship Managers

Backbase's hybrid advisory platform revolutionizes traditional wealth management by empowering relationship managers to enhance private banking and wealth management services. This comprehensive platform equips relationship managers with the tools and insights needed to provide a rich client experience. By leveraging a single platform, Backbase ensures a cohesive client experience through web and mobile apps, as well as the relationship manager portal.

Composable Architecture for Flexibility

The Backbase Engagement Banking Platform offers a composable architecture that allows leveraging existing infrastructure or partnering with external solutions seamlessly. With a modular and configurable platform, financial institutions can integrate with various providers for services like custody, brokerage, risk assessment, and data verification. This flexibility enables financial institutions to create unique and innovative user experiences while utilizing existing partnerships efficiently.

Next-generation Digital Investing Capabilities

Backbase Digital Investing presents a comprehensive set of features to help banks and credit unions deliver superior investing outcomes for customers. From risk and suitability assessments to automated portfolio rebalancing, the platform streamlines investment management processes for both advised and discretionary portfolios. It also offers features like asset supermarket, trading and order management, KYC & AML automation, portfolio management, regulatory reporting, fractional shares, financial planning, and goals setting.

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Revolutionizing Banking with Engagement Banking Platform

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