Archive

Financial Services

Streamline Investor Services with Intelligent Document Processing
Intelligent document processing has become a pressing need for investor services in recent years. Providers face significant challenges inherent in...
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Reduce Risk and Protect Your Financial Services Clients by Automating Unstructured Data
Overview The transformation of the financial services industry to a more digital environment has contributed to significant increases in regulatory...
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Focus on What Matters Most in Your Mailroom with Intelligent Automation
The mailroom is one of the biggest entry points of information into any business. In many cases, the amount of...
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Financial Services Document Automation: Three Challenges Deep Learning Can Solve
The financial services industry is an excellent fit for process automation powered by deep learning. Automation technologies improve business processes...
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Supercharge Client Onboarding
Client onboarding can represent an exciting time for a financial institution. A new customer means an expanding book of business,...
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Achieve Smooth Scaling for Client Due Diligence Remediation
Financial institutions must constantly ensure that they remain free from money-related illegality, including but not limited to money laundering, corruption...
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Processing Paycheck Protection Program (“PPP”) Loan Applications At Scale
As of today, we are making the Instabase Platform available free of charge for processing the Paycheck Protection Program (“PPP”)...
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