Wealth Management Solutions

Transform Your Wealth Management Experience

We help private banks and wealth management firms transform their outdated web applications into modern, digital experiences that boost engagement and ensure lasting relationships with their clients. Bantegra takes your digital channels to the next level and delivers a complete customer experience that will put you ahead of the competition.

Move your digital banking capabilities to the next level. Backbase offers a one-stop shop for building, running, managing and optimizing digital banking apps using state-of-the-art technology. Make the most of every customer interaction. Create personalized, cross-channel customer journeys that deliver exceptional brand experiences across all digital touchpoints.

Today’s customers expect seamless customer journeys – any time, any place – that are easy to use and perfectly match the traditional face-to-face relationships they have with their adviser, without any friction. Bantegra helps you modernize and orchestrate all your customer touchpoints, transforming multiple siloed banking channels and legacy applications into a consistent brand experience that’s easy to use and always available.

Learn more about our out-of-the-box digital banking solutions that kickstart your project and dramatically decrease your time to market by leveraging industry best practices and ready-to-go implementation accelerators.

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Bantegra solutions are used by enterprises of all sizes to create customer-centric digital experiences that drive self-service and engagement, fuel online revenues, and maximize their customers’ online experience.  Learn  how Bantegra can improve your digital customer experience and impact your business.

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Increase Customer Satisfaction



Empower your clients to enjoy the tailor-made service they have always enjoyed in a face-to-face conversation. Let your client choose what’s relevant for them. 

  • Allow users to continue enjoying your traditional tailor-made approach by giving them total end-customer control over their dashboard. 
  • Personal preferences that can be device-specific in order to guarantee content relevance.

Portfolio Viewer


Provide a comprehensive tool for your users to visualize, understand and follow their investments. Complex data displayed in a comprehensive way with touch or mouseover definitions. 

  • Whether managed or advised, offer a unique portfolio visualizing tool that will make even complex data seem simple. 
  • Direct insights on portfolio valuation, allocation and performance. Drill down from the larger aggregates all the way down to individual investments. 
  • Enrich your digital portfolio presentations with extensive graphing libraries to enhance user experience.

Portfolio Manager


Provide trading capabilities for your non-discretionary clients. Increase revenue and client implication in their investments by integrating modern online trading capabilities. 

  • For your more active and execution-only clients, give them full control of their portfolio.
  • Enhance your portfolio viewer by adding trading capabilities on a wide spectrum of investments, stocks, bonds, forex, mutual funds, ETFs, options, futures, and many more.

Client-Adviser Communication


Digital communication is simply about enhancing your current customer relationship. Chatting, calling or video conferencing is a valuable extension to the face-to-face relationship you've built with your customers over the years.

  • Digitize the close and personal relationships you have with your clients through Chat and Call features, supporting video conversations and screen sharing (based on third party integration).
  • Ensure confidentiality and privacy by integrating a secure message center within the bank’s platform.

Money Transfers


Provide payment flows that you can implement to all clients, or a select group. Fast implementation of all internationally standardized money transfer protocols.

  • Intuitive money transfer tools that support multiple types of transfers, from person-to-person and account-to-account payments.
  • Domestic payments and international payments are supported.
  • Support for scheduled and recurring payments.
  • Review tool to monitor pending and scheduled payments.

Accounts & Transactions


Get the whole picture of your day-to-day banking, your long-term investments and your trading account. Simply aggregate your current accounts with your investment portfolios. 

  • Easily monitor all account balances, including checking, savings, debit and credit cards, personal, mortgage loans and external accounts (among others).
  • Track completed and pending transactions, including ATM visits, debit card purchases and direct deposits.
  • Dive into transaction details with strong filtering options, integrated maps, plus tagging and categorization tools.

Empower Business Teams


The Bantegra platform brings IT and the business together, enabling a more rapid and agile collaboration model. Content updates and targeted sales campaigns can be created in hours, and can go live immediately. Onboarding and self-service apps can be rapidly built, seamlessly deployed and easily changed, all without the need for deep coding. Bantegra empowers agile teams to innovate at the speed of digital.

Experience Management

Bantegra solutions come complete with fully integrated content management and targeted campaign management capabilities, enabling digital marketers to easily edit website pages or mobile apps and run targeted sales campaigns to increase your online conversion and sales results.

Content Management

  • Easy-to-use in-context editing capabilities to update content and apps across marketing sites, secure internet banking and mobile apps.
  • Customizable workflows for verification and publication rules.
  • Reuse content and content assets across all digital touchpoints.
  • Easy reuse of content from your existing CMS.

Targeted Campaigns

  • Track customer behaviour and preferences, and create targeted cross-sell and upsell campaigns to increase your share of wallet.
  • Distribute campaigns across all your digital touchpoints, including internet and mobile banking apps and third party websites.
  • Integrated analytics spanning all channels, including regular web, mobile apps, and tracking of every action, from page views to events.

Onboarding & Origination

Improving digital customer onboarding and origination is one of the most effective sales strategies for banks and financial institutions wanting to improve engagement, share of wallet, retention and ultimately the lifetime value of a customer relationship. Bantegra offers powerful solutions that help you to fully digitize your customer onboarding and product origination operations, and achieve up to 80% cost and time savings by automating the onboarding process while minimizing manual paper handling and distribution.

Omni-Channel Forms

  • Design, manage and streamline all your customer dialogs across multiple channels (web, mobile, call center and front-office).
  • Streamline your onboarding and self-service dialogs, all integrated with your internal systems to enable straight-through processing.
  • Combine visual modeling with your own custom code to deliver high-quality applications at the speed your business demands.
  • Create beautiful and advanced UIs that perform well on all digital touchpoints, mobile devices and the web.

Dynamic Case Management

  • Bantegra Dynamic Case Management solutions help you simplify and automate work. It brings together the people and information needed to get work done completely and correctly throughout the entire life cycle of a case.
  • Use visual tools to quickly build an executable model of your new application, then elaborate on the details in a unified, model-driven development platform.
  • Built-in mobile and social capabilities simplify collaboration through any device and any channel.
  • Communicate with legacy systems using configurable connectors (e.g., Core Systems, CRM), open, standards-based protocols (such as SOAP, REST), and the open Bantegra API gateway.


Accelerated IT Development

Key Features

Many banks seek the flexibility to customize their apps to meet their unique needs. Bantegra offers the fastest way to customize and extend your banking apps. By streamlining the app-building process – including giving you the basic building blocks, so you never have to start from scratch – Backbase provides you with the agility to create tailor-made experiences that help you take the lead in the digital banking revolution.
Digital Banking Services

  • Banking-as-a-Platform build on state-of-the-art micro-services architecture.
  • Highly scalable services for well defined and discrete tasks.
  • API-based banking capabilities that work seamlessly with existing core banking systems.
  • Modular and extensible architecture that enables easy customization to national and international requirements and regulation.
  • Classic deployment and native cloud deployment.

Customer Experience Services

  • Robust enterprise security and application integration platform.
  • Modern micro-services-based customer experience orchestration architecture.
  • Communication through simple, universally accessible APIs.
  • Classic deployment and native cloud deployment.

Onboarding and Origination

  • Design and deploy smooth, cross-channel onboarding processes on any device.
  • Low code development platform to define enrolment and origination processes.
  • Straight-through processing and integrated Dynamic Case Management capabilities.

Open Banking Marketplace

  • More than 50 best-of-breed fintech plugins for security, communications, PFM, artificial intelligence, digital marketing, KYC and more.
  • Easily mix and match services from third party fintech providers without worrying about vendor lock-in or being stuck with your core banking system.

Mobile SDK

  • Create hybrid or fully native mobile apps for Android and iOS.
  • Mix and match HTML and native UI elements in high-performance runtime.
  • Easy integration with any third party mobile SDKs.
  • Bank-grade security and high-performance runtime.
  • Clearly defined extension points with clean APIs.

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Bantegra creates comprehensive omni-channel customer experience solutions that help retail banks and credit unions revive their digital customer interactions, dramatically increasing the stickiness of their relationships with their individual customers. We help you get your bank online faster by delivering a complete customer-centric digital experience solution that will differentiate you from your competition.

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