About Backbase

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

The Backbase platform lets administrators embed widgets across multiple portals and devices, manage content in different languages, and design and implement campaigns across various touchpoints, providing customers with an optimized browsing experience. Retail banks and credit unions can create customizable dashboards, enabling customers to monitor checking accounts, savings accounts, debit and credit cards, and personal and mortgage loans, as well as track ATM visits, purchases, and direct deposits. Plus, the money transfer tool supports domestic and international payments, and allows customers to securely transfer money via an email address or mobile phone number.

Backbase lets administrators create rule-based workflows to manage tasks, such as loan origination and digital account opening. It includes a REST API allowing integration with third-party customer relationship management systems such as Salesforce, Microsoft Dynamics, and Oracle CRM.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

Backbase case management dashboard screenshot
Backbase content management dashboard screenshot
Backbase customer view screenshot
Backbase user management dashboard screenshot
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Backbase video
Backbase screenshot: Backbase case management dashboard screenshot Backbase screenshot: Backbase content management dashboard screenshot Backbase screenshot: Backbase customer view screenshot Backbase screenshot: Backbase user management dashboard screenshot

Features

Total features of Backbase: 37

  • API
  • Access Control
  • Activity Dashboard
  • Approval Process Control
  • Authentication
  • Behavior Tracking
  • Budgeting
  • Campaign Analysis
  • Campaign Management
  • Cash Flow Management
  • Compliance Management
  • Configurable Workflow
  • Customer Experience Management
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Synchronization
  • Design Management
  • Forms Management
  • Instant Messaging
  • Lifecycle Management
  • Multi-Language
  • Multiple Data Sources
  • Progress Tracking
  • Promotions Management
  • Real Time Analytics
  • Real Time Notifications
  • Secure Data Storage
  • Single Sign On
  • Task Tracking
  • Template Management
  • Transaction History
  • Two-Factor Authentication
  • User Defined Attributes
  • User Management
  • Widgets
  • Workflow Management

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Reviews

Overall rating

4,6 /5
(5)
Value for Money
4,5/5
Features
4,5/5
Ease of Use
4,6/5
Customer Support
4,6/5

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Showing 5 reviews of 5
Julia A.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Absolutely a lifesaver without breaking the bank.

Reviewed on 2018/07/10

Totally backs up all our files at a price that makes it very reasonable and worth it.

Totally backs up all our files at a price that makes it very reasonable and worth it.

Pros

Backblaze offers real time backups and keeps all my external drives, computers and laptops completely and thoroughly backed up in case of the inevitable.

I had a computer go down unexpectedly two months ago. Talk about a nightmare, but I didn't suffer the devastating loss of all my data. All my files were safely tucked away on backblaze until we could get the new hard drive installed and get the files moved back over.

I also love the ability I have to go in and go back to a previous date. This saves you ultimately from your own costly mistakes and I consider it a huge benefit especially with the backup ability as well.

I can't believe it only costs a few bucks for each device, my peace of mind and assurance technological Armageddon will never take me down.

We operate a photography studio so unlimited backup space is HUGE! Not to mention, it gives us an additional layer of protection in the event something were to happen locally to destroy our images. This program is a life-saver and if you ever have to use it, you will wipe your brow and agree that was one of the best decisions you've ever made in your life.

Cons

I'd have to make up some cons to tell you what issues I have with this program. I had a little challenge trying to figure out how to get some files downloaded so I could access them remotely, but it was so minimal and pretty easy to figure out it's almost not worth mentioning.

Inés P.
Overall rating
  • Industry: Telecommunications
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great work

Reviewed on 2018/04/01

Pros

Great work they do as a company without any doubt I recommend it to anyone who requires their service are by far one of the best but the best in the field dominating the market widely, I really have no complaints, I leave with only praise for the excellent quality of services that provide

Cons

I have no complaints about the site, everything has seemed excellent to me so far, I will continue to use the service for a long time.

Chirag S.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 1 001-5 000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Backbase - Powerful widget based UI

Reviewed on 2018/11/16

Reusable Widget is what makes it best business use case of this Product. Its really mixed...

Reusable Widget is what makes it best business use case of this Product. Its really mixed experience with product.

Pros

Reusable Widgets are one of the most powerful feature of Backbase. We are using this product more than year. Its really have strong use case where we can write and use reusable components. We are looking forward for using this product.

Cons

Biggest cons of this product is UpGradation to latest javascript framework. As its not supported for higher and latest version of Angular JS. That what making its challenging.

Verified Reviewer
Overall rating
  • Industry: Automotive
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Ease and quality of use

Reviewed on 2018/10/24

Pros

I really enjoyed my experience working with tis software. I really enjoyed how it backed up all of the data we acquired so when the worst did happen we didn't lose much fo anything.

Cons

Its hard to find any fault with it unfortunately, I know its harder to improve your software on all positives but take it as a compliment that you're doing great with it!

Bernard D.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Modern Lean Portal solution

Reviewed on 2013/06/20

If you are looking for a modern portal solution.

If you are looking for a modern portal solution.

Pros

- Widget / WOA architecture
- Cross Device / Mobile
- Portal Manager
- Launchpad

Cons

- None
- None
- None

Showing 5 reviews of 5 Read all reviews

Backbase FAQs

Below are some frequently asked questions for Backbase.

Backbase offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Contact Backbase for pricing details

Backbase offers the following features:

  • Chat / Messaging
  • Credit Card Management
  • Customer Portal
  • Digital Asset Assignments
  • Insurance Rating
  • Loan Management
  • Marketing Automation
  • P2P Payments
  • Remote Deposit
  • Retail Banking
  • Search

Backbase has the following typical customers:

Large Enterprises, Mid Size Business

Backbase supports the following languages:

English

We do not have any information about what devices Backbase supports

Backbase integrates with the following applications:

Mambu, Oracle CRM On Demand

Backbase offers the following support options:

Phone Support, FAQs, Knowledge Base, Online Support, Video Tutorials

Related categories

See all software categories found for Backbase.