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Intelligent document processing has become a pressing need for investor services in recent years. Providers face significant challenges inherent in...

Overview The transformation of the financial services industry to a more digital environment has contributed to significant increases in regulatory...

The mailroom is one of the biggest entry points of information into any business. In many cases, the amount of...

The financial services industry is an excellent fit for process automation powered by deep learning. Automation technologies improve business processes...

Client onboarding can represent an exciting time for a financial institution. A new customer means an expanding book of business,...

Financial institutions must constantly ensure that they remain free from money-related illegality, including but not limited to money laundering, corruption...

As of today, we are making the Instabase Platform available free of charge for processing the Paycheck Protection Program (“PPP”)...