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.


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 Banking

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

Commercial Banking

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 Banking

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

Asset Management

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.

Wealth Management

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



Standard Chartered

Financial Services


HR, Benefits, Payroll


HR, Benefits, Payroll


Financial Services

Sonic Automotive

Travel, Transportation, Logistics

Our Ecosystem


Amazon Web Services