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
  • Chat
Get a OneStop Client Portal, under your brand, to drive and manage the continuous connections that are critical for your business.

Platforms Supported

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

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
Images coming soon

Starting from

N/A

  • Free
  • Subscription

Starting from

N/A

  • Free
  • 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

4,2 /5
(13)
Ease of Use
4/5
Features & Functionality
4,1/5
Customer Service
3,7/5
Value for Money
4,3/5

Total features 49

  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Agent Management
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Attendance Tracking
  • Audio / Video Conferencing
  • Audit Trail
  • Authentication
  • Batch Communications
  • Behavior Tracking
  • Bill Payment
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Call Center Management
  • Call Recording
  • Call Routing
  • Campaign Analytics
  • Campaign Management
  • Case Notes
  • Cash Flow Management
  • Cash Management
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Classroom Management
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Collaboration Tools
  • Commenting / Notes
  • Commercial Property Management Software
  • Commission Management
  • Communication Management
  • Community Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Management
  • Content Creation
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Management
  • Cross Selling Functionality
  • Curriculum Management
  • Customer Experience Management
  • Customer Segmentation
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Security
  • Data Synchronization
  • Deadline Management
  • Design Management
  • Document Analytics
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Electronic Signature
  • Email Distribution
  • Email Management
  • Email Marketing
  • Employee Database
  • Enrollments/Onboarding
  • Event Calendar
  • Event Triggered Actions
  • Expense Tracking
  • Feedback Management
  • File Management
  • File Sharing
  • Financial Management
  • Forms Management
  • Forum / Discussion Board
  • Help Desk Management
  • Insurance Management
  • Interactive Content
  • Knowledge Management
  • Lead Management
  • Lease Management
  • Legal Case Management
  • Lifecycle Management
  • Listing Management
  • Live Chat
  • Loan Management
  • Maintenance Management
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Mobile Signature Capture
  • Multi-Channel Communication
  • Multi-Language
  • Multi-Party Signing
  • Multiple Data Sources
  • Negative Feedback Management
  • Newsletter Management
  • Office Directory
  • On-Demand Communications
  • Owner Portal
  • P2P Payments
  • Parent Portal
  • Payment Processing
  • Performance Management
  • Personalization
  • Portfolio Management
  • Predictive Analytics
  • Progress Reports
  • Progress Tracking
  • Project Management
  • Promotions Management
  • Property Database
  • Property Management
  • Real Time Analytics
  • Real Time Notifications
  • Real Time Reporting
  • Real-Time Chat
  • Reminders
  • Remote Access/Control
  • Remote Deposit
  • Rent Tracking
  • Reporting/Analytics
  • Residential Properties
  • Retail Banking
  • SMS Banking
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Skill Testing
  • Student Information/Records
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Tax Management
  • Team Collaboration
  • Template Management
  • Tenant Portal
  • Tenant Tracking
  • Text Analysis
  • Third Party Integrations
  • Time Tracking
  • To-Do List
  • Transaction History
  • Transaction Management
  • Transaction Monitoring
  • Trust Accounting
  • Two-Factor Authentication
  • Unified Directory
  • User Defined Attributes
  • User Management
  • Video Conferencing
  • Video Support
  • Voice Recognition
  • Website Management
  • Widgets
  • Workflow Management

Total features 137

  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Agent Management
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Attendance Tracking
  • Audio / Video Conferencing
  • Audit Trail
  • Authentication
  • Batch Communications
  • Behavior Tracking
  • Bill Payment
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Call Center Management
  • Call Recording
  • Call Routing
  • Campaign Analytics
  • Campaign Management
  • Case Notes
  • Cash Flow Management
  • Cash Management
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Classroom Management
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Collaboration Tools
  • Commenting / Notes
  • Commercial Property Management Software
  • Commission Management
  • Communication Management
  • Community Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Management
  • Content Creation
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Management
  • Cross Selling Functionality
  • Curriculum Management
  • Customer Experience Management
  • Customer Segmentation
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Security
  • Data Synchronization
  • Deadline Management
  • Design Management
  • Document Analytics
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Electronic Signature
  • Email Distribution
  • Email Management
  • Email Marketing
  • Employee Database
  • Enrollments/Onboarding
  • Event Calendar
  • Event Triggered Actions
  • Expense Tracking
  • Feedback Management
  • File Management
  • File Sharing
  • Financial Management
  • Forms Management
  • Forum / Discussion Board
  • Help Desk Management
  • Insurance Management
  • Interactive Content
  • Knowledge Management
  • Lead Management
  • Lease Management
  • Legal Case Management
  • Lifecycle Management
  • Listing Management
  • Live Chat
  • Loan Management
  • Maintenance Management
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Mobile Signature Capture
  • Multi-Channel Communication
  • Multi-Language
  • Multi-Party Signing
  • Multiple Data Sources
  • Negative Feedback Management
  • Newsletter Management
  • Office Directory
  • On-Demand Communications
  • Owner Portal
  • P2P Payments
  • Parent Portal
  • Payment Processing
  • Performance Management
  • Personalization
  • Portfolio Management
  • Predictive Analytics
  • Progress Reports
  • Progress Tracking
  • Project Management
  • Promotions Management
  • Property Database
  • Property Management
  • Real Time Analytics
  • Real Time Notifications
  • Real Time Reporting
  • Real-Time Chat
  • Reminders
  • Remote Access/Control
  • Remote Deposit
  • Rent Tracking
  • Reporting/Analytics
  • Residential Properties
  • Retail Banking
  • SMS Banking
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Skill Testing
  • Student Information/Records
  • Surveys & Feedback
  • Task Management
  • Task Progress Tracking
  • Tax Management
  • Team Collaboration
  • Template Management
  • Tenant Portal
  • Tenant Tracking
  • Text Analysis
  • Third Party Integrations
  • Time Tracking
  • To-Do List
  • Transaction History
  • Transaction Management
  • Transaction Monitoring
  • Trust Accounting
  • Two-Factor Authentication
  • Unified Directory
  • User Defined Attributes
  • User Management
  • Video Conferencing
  • Video Support
  • Voice Recognition
  • Website Management
  • Widgets
  • Workflow Management
  • Oracle CRM On Demand
  • Oracle CRM On Demand