Demo Summary
In this video, you see the Backbase Financial Wellness app. It gives you one clear view of all your bank and other accounts. You learn to track spending by category and by store, check your net worth, and see your credit score with tips to improve it. The app also offers simple advice—like setting budgets and finding loan options—based on your data. Backbase fixes scattered money info and general bank offers, making it easy to manage your money with personal help.
AI-Detected Features
Welcome & Demo ObjectivesIntroduces the Backbase Financial Wellness Demo and outlines how it delivers a five-star banking experience to boost customer loyalty and retention.
00:00
Financial Management ChallengesHighlights customer struggles with siloed account views and generic data, leading to transactional bank relationships and lower satisfaction.
00:20
Backbase Solution OverviewExplains how Backbase provides a holistic financial view, actionable insights, and personalized advice to position banks as trusted partners.
01:15
Holistic Financial DashboardTaylor logs into the app to see all internal and external accounts, aggregated balances, and immediate insights for a complete picture of financial health.
01:23
Spending AnalysisUser explores outgoing transactions by category and merchant, compares current spending to previous periods, and identifies areas to adjust or budget.
01:50
Net Worth & Credit Score InsightsShows a net worth snapshot and credit score details, with personalized offers like a consolidation loan to improve credit and lower rates.
02:24
Budget Creation & TrackingDemonstrates personalized budget recommendations, estimated monthly savings, real-time tracking of spending against goals, and automated categorization.
03:21
Summary & Key BenefitsRecaps how Backbase empowers customers to improve financial wellness and enables banks to deliver timely, personalized advice that drives loyalty and lifetime value.
04:13
Backbase
Backbase is the global leader in Engagement Banking, empowering financial institutions to accelerate digital transformation with a single, unified platform.Learn more about BackbaseMore Demos (1)
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