Backbase is a cloud-based solution which assists financial institutions with streamlining processes for digital banking, customer experience, user management, & more. It is designed to help private banks manage account opening, customer onboarding & loans, from a centralized platform.
Backbase is a cloud-based solution which assists financial institutions with streamlining processes for digital banking, customer experience, user...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Turnkey financial services distribution solution.

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Images coming soon

Starting from

N/A

  • Subscription

Starting from

  • Subscription

Overall rating

4,6 /5
(5)
Ease of Use
4,6/5
Features & Functionality
4,5/5
Customer Service
4,6/5
Value for Money
4,5/5

Overall rating

5 /5
(1)
Ease of Use
5/5
Features & Functionality
5/5
Customer Service
5/5
Value for Money
5/5

Total features 49

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Approval Process Control
  • Asset Categorization
  • Asset Sharing
  • Authentication
  • Behavior Tracking
  • Billing & Invoicing
  • Broker / Agent Portal
  • Brokerage Management
  • Budgeting/Forecasting
  • CMS Integration
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Cash Flow Management
  • Cash Management
  • Chat/Messaging
  • Commission Management
  • Compliance Management
  • Configurable Workflow
  • Content Management
  • Credit Card Management
  • Customer Engagement
  • Customer Experience Management
  • Customer Portal
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Synchronization
  • Data Verification
  • Design Management
  • Digital Signature
  • Document Generation
  • Document Management
  • Electronic Payments
  • Forms Management
  • Insurance Rating
  • Lifecycle Management
  • Live Chat
  • Loan Management
  • Marketing Automation
  • Multi-Channel Distribution
  • Multi-Language
  • Multiple Data Sources
  • P2P Payments
  • Partner Portal
  • Price / Margin Management
  • Product Catalog
  • Progress Tracking
  • Promotions Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Notifications
  • Remote Deposit
  • Reporting/Analytics
  • Retail Banking
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Task Progress Tracking
  • Template Management
  • Transaction History
  • Transaction Monitoring
  • Two-Factor Authentication
  • Underwriting Management
  • User Defined Attributes
  • User Management
  • Widgets
  • Workflow Management

Total features 35

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Approval Process Control
  • Asset Categorization
  • Asset Sharing
  • Authentication
  • Behavior Tracking
  • Billing & Invoicing
  • Broker / Agent Portal
  • Brokerage Management
  • Budgeting/Forecasting
  • CMS Integration
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Cash Flow Management
  • Cash Management
  • Chat/Messaging
  • Commission Management
  • Compliance Management
  • Configurable Workflow
  • Content Management
  • Credit Card Management
  • Customer Engagement
  • Customer Experience Management
  • Customer Portal
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Synchronization
  • Data Verification
  • Design Management
  • Digital Signature
  • Document Generation
  • Document Management
  • Electronic Payments
  • Forms Management
  • Insurance Rating
  • Lifecycle Management
  • Live Chat
  • Loan Management
  • Marketing Automation
  • Multi-Channel Distribution
  • Multi-Language
  • Multiple Data Sources
  • P2P Payments
  • Partner Portal
  • Price / Margin Management
  • Product Catalog
  • Progress Tracking
  • Promotions Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Notifications
  • Remote Deposit
  • Reporting/Analytics
  • Retail Banking
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Task Progress Tracking
  • Template Management
  • Transaction History
  • Transaction Monitoring
  • Two-Factor Authentication
  • Underwriting Management
  • User Defined Attributes
  • User Management
  • Widgets
  • Workflow Management
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