Backbase enables you to design interactive forms and online advisory tools that make all interaction with your company intuitive and efficient. With Backbase you can significantly improve your self-service processes, response times, and drastically lower your operational cost for customer enrollment or case management.

Backbase Forms can be integrated with Backbase Bank 2.0 Portal and offers the following capabilities:

Manage Interactive Forms

Backbase helps you to create and manage interactive Web 2.0 forms. Your forms will be equipped with subtle animations, contextual help, guided navigation, conditional questions, real-time feedback, direct validation, auto summary and auto save. Backbase Forms easily integrates with your back-end systems and helps you to streamline form handling processes.

Create Advisory Tools

Backbase Forms comes with a powerful rules engine that enables you to easily implement calculators, simulation tools and advanced advisory tools to help your customers making complex decisions or product choices. The underlying business rules can be directly edited by business analysts enabling you to quickly respond to market dynamics such as competition and new regulation.

Forms Studio

Backbase Forms Studio is an advanced forms design environment. It enables business analysts to work directly with business owners to translate their needs into quick prototypes. Business teams can quickly design new forms, observe and measure the results, and make the appropriate updates and modifications, all without programming. Backbase Studio offers approval workflow for multi-eye checks and a preview-stage during production for the publishing process. This enables business teams to publish forms updates safely to their live production systems.

Forms Editor

Backbase Forms Editor is a simple browser-based forms editor. It enables business users to directly make changes in existing forms, giving them direct control over text, sequence of questions and forms layout, all within carefully designed structures to prevent them from making mistakes. Forms Editor can be used by any business user and requires no training.

Manage Business Rules

Forms Studio enables you to define and manages business rules to streamline both your online customer interactions and the way you integrate your online channel with your internal systems and other channels (call center, branch). Rules enables you to formalize policy, regulations and legislation and business best practices in an understandable and maintainable manner. With business rules you can assess customer information and determine practical next steps such as the execution of cross- and up sell scenarios.

Manage Business Processes

Backbase Forms enables you to define and manage business processes and workflows to streamline both your online customer interactions and the way you integrate your online channel with your internal systems and other channels (call center, branch). Processes can be started by users and invoked by Web Services. Furthermore, it is possible to state within a process when the application needs to communicate with external systems (databases, enterprise service bus, ERP systems, etc.). Using Backbase Forms, tasks that would normally be performed manually (for example assessments) can now easily be automated and offered to third persons as assessment modules.