Instabase Financial Services Suite
Financial Services providers handle large volumes of unstructured data across business lines as part of several client journeys. These unstructured documents require manual processing and data extraction. Instabase helps to easily access data trapped in even the most complex and variable documents to automate end-to-end workflows.
Overview
Instabase works with some of the largest financial services organizations today to automate data and drive better business outcomes by helping ingest, classify, split, enrich, validate, and push out relevant data to downstream systems in a structured format.
Retail and Consumer banks use Instabase to process documents across KYC, Account Opening, Lending and others to enable their employees to spend more time in value-added customer engagement
Business and Commercial Banks use Instabase across Onboarding, Lending, Payments, Compliance, and Client Service use cases, creating competitive differentiation, better risk-management and enhanced customer experience.
Investment Banks use Instabase across onboarding, trading, operations, and investment processes to unlock the immense value of unstructured data trapped in highly complex documents in Global Markets and Banking businesses
Instabase is utilized by Asset Managers to harness the potential of large volumes of data they receive. This empowers them to stand out in a fiercely competitive market and provide enhanced value to their clients by delivering better customer experiences, generating increased returns, and minimizing risks.
These asset and wealth management use cases demonstrate the power of automation achieved through Instabase intelligent automation. Leveraging deep learning, investment firms can enhance the client experience with fast onboarding and handling of initial investments, all while reducing manual processes and maintaining compliance.
Our Customers
AXA
Insurance
Standard Chartered
Financial Services
Paychex
HR, Benefits, Payroll
Gusto
HR, Benefits, Payroll
NatWest
Financial Services
Sonic Automotive
Travel, Transportation, Logistics
Our Ecosystem
Azure
Amazon Web Services
Fenergo
