Datos Insights recognizes the Wealth & Banking Operating System, which unifies clients, advisors, and AI agents on a single workspace.
ATLANTA--(BUSINESS WIRE)--Backbase announced today that Datos Insights named it the winner of the 2026 Wealth Management Impact Award in Wealth Management for Best Innovation for the Advisor Desktop category. The award recognizes Backbase's Wealth & Banking Operating System, a composable platform that brings the institution’s capabilities and client context together front to back, so advisors have what they need at their fingertips. It is built around a single Control Plane where clients, employees, and AI agents work from the same data and workflows.
The Augmented Advisor & Employee Workspace sits at the center of the platform's advisor offering. It gives employees a unified workspace, AI-driven priorities, next-best actions, and complete client context, alongside a library of agentic assistants that support tasks such as meeting preparation and prospect profiling. Case management orchestrates sales and operational processes from the same workspace.
Datos Insights describes the fragmentation Backbase addresses as structural. Over two decades, institutions assembled portfolio management, customer relationship management, onboarding, reporting, planning, and compliance systems through separate purchasing decisions, each rational on its own and none designed to operate as a whole. The integration burden surfaces later, on the advisor's desk and in the IT budget.
Backbase's Banking and Wealth OS sits above existing systems of record, portfolio management systems, customer relationship management platforms, and data platforms, which stay in place. The operating system draws information from these existing systems, connects and contextualizes it, and makes it actionable for advisors. Institutions can start with a single use case such as onboarding or the advisor workspace and expand from there without a rip-and-replace migration. Backbase reports that advisors spend 25% to 35% more time in client-facing activities, in place of the 40% to 60% typically lost to administration and system navigation.
The platform also includes the Prospect Lounge, a prospect-facing mobile and web app for onboarding, and a highly customizable Client App with journeys for portfolio reporting, advisor collaboration and conversational assistants. More than 120 financial institutions run on Backbase's platform. Over the next 12 to 24 months, Backbase focuses on having agents preparing the advisor’s day, expanding its library of agentic assistants and signals framework and further automating front-to-back operational processes with agentic.
The award follows the 2025 Datos Insights Wealth Management Impact Award that Backbase won for AI-Driven Client Recommendations & Personalization.
Lennart Asshoff, VP of Product, VP Product Wealth & Private Banking. Backbase
"It is an honor to receive the 2026 Wealth Management Impact Award for Best Innovation for the Advisor Desktop, and to have our advisor workspace and Banking & Wealth OS recognized by Datos Insights. I am proud of our team, whose work made this recognition possible."
Wally Okby, Strategic Advisor, Wealth Management, Datos Insights
"Most wealth firms inherited fragmentation, one rational purchase at a time. Backbase stood out for treating the advisor desktop as an operating layer rather than another application, and for letting firms get there without tearing out the systems they already depend on."
About Backbase
Backbase built the AI-native Banking OS - the operating system that turns fragmented banking operations into a Unified Frontline. Customers, employees, and AI agents work as one across digital channels, front-office, and operations.
120+ leading banks run on Backbase across Retail, SMB & Commercial, Private Banking, and Wealth Management.
Recognized by Forrester, Gartner, and Datos Insights as a category leader, Backbase was founded in 2003 by Jouk Pleiter and is headquartered in Amsterdam, with teams across North America, Europe, the Middle East, Africa, Asia-Pacific, and Latin America.
About Datos Insights
Datos Insights is the leading research and advisory partner to the banking, insurance, and securities industries - both the financial services firms and the technology providers that serve them.
In an era of rapid change, Datos Insights empowers firms across the financial services ecosystem to make high-stakes decisions with confidence and speed. Its distinctive combination of proprietary data, analytics, and deep practitioner expertise provides actionable insights that enable clients to accelerate critical initiatives, inspire decisive action, and de-risk strategic investments to achieve faster, bolder transformation.
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