AI Hub for
Financial Services
Build generative AI apps with ease. Automate workflows, uncover insights, and accelerate decisions with your client, transaction, and market data.
Transform financial services by unlocking unstructured data
Instabase AI Hub makes it easy to automate, analyze, and search through your unstructured data–including contracts, presentations, financial statements, and operating policies. Unlock data across front, middle, and back office processes and build generative AI apps in minutes.
Increase productivity and efficiency
Reduce costs, increase capacity, and save more time for clients by automating manual work.
Enhance customer experience
Accelerate turnaround times and provide more personalized experiences.
Optimize risk and return
Leverage unstructured data to improve models and enable smarter, faster decision-making.
Applying AI Hub
to financial services
Set up AI document workflows in minutes to automate all sorts of document processing tasks, and help teams deliver faster experiences, increase capacity, and lower costs.
Empower teams to serve customers better, make more strategic decisions, and reduce risk with tools to unlock knowledge from any file.
Securely connect all your organization’s financial, client, transaction, and other data to help teams instantly find information and insights buried in their systems and files.
Know Your Customer (KYC)
Speed up KYC by extracting, validating, and sending data from KYC documents to downstream systems.
Mortgage origination
Split document packets and extract and validate borrower information for identity and income verification.
Contract processing
Extract details from legal contracts outlining terms and conditions of transactions, funding arrangements, and other financial deals.
Fraud detection
Identify potential fraud by extracting and validating client and transaction information.
Transaction instruction processing
Understand, extract, and reconcile investment, payment, or settlement instructions that come through faxes, emails, or SWIFT.
Fund reporting
Streamline reporting by extracting and refining investment data from a variety of sources.
Underwriting
Check underwriting guidelines and if applicants meet requirements.
Sales and trading
Get customized trading recommendations based on a client’s portfolio, preferences, and contracts.
Financial regulations
Understand complex regulations and ensure compliance with new requirements.
Investment analysis
Evaluate investment opportunities by synthesizing information from financial statements, annual reports, and other due diligence files.
Risk evaluation
Identify potential risks based on market data, news reports, investment contracts, and other documents.
Reporting
Query trade and investment documents to create bespoke reports.
Customer service
Find answers to customer questions and requests to rapidly serve them.
Subject access requests
Identify documents and files that contain personal customer data.
Default mitigation
Identify borrowers that are at risk of defaulting or need additional support.
Workplace search
Empower employees to search and find answers across all internal knowledge.
Financial reporting
Compile relevant data scattered across different systems and reports.
Portfolio management
Search across contracts, credit agreements, loan and investment portfolios to understand the impact of specific risk.
AI Solutions
for Financial Services
Set up AI document workflows in minutes to automate all sorts of document processing tasks, and help teams deliver faster experiences, increase capacity, and lower costs.
Empower teams to serve customers faster, make more strategic investment decisions, and reduce risk with tools to unlock knowledge from any file.
Securely connect all your organization’s financial, client, transaction, and other unstructured data to help teams instantly find information and insights buried in their systems and files.
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