Case Study: Evelyn Partners preserves white-glove service at scale with Backbase

Evelyn Partners migrates 35,000 clients in a month with Backbase

Evelyn Partners faced an urgent challenge when its legacy client portal was set to be shut down, leaving only 18 months to find a replacement. The wealth management firm needed to modernize its client engagement and onboarding processes without sacrificing its signature white-glove service. To address this, they partnered with Backbase to implement a new digital client portal and onboarding platform.

Backbase provided its prospect portal, case management, and client enrollment tools as a foundation. Evelyn Partners extended this with custom-built modules for wealth-specific needs and integrated it with their existing CRM. The results were significant, with 35,000 clients migrated in a single month and 75% adoption of the new portal within 30 days. The solution digitized 20 legacy onboarding modules, significantly reduced onboarding effort, and created a seamless, always-on client experience that enhanced advisor relationships.

Evelyn Partners