One platform to transform:

income verification

client onboarding

claims processing

mortgage processing

client servicing

trade finance

mailroom automation

any solution

Solutions Customers Have Built with Instabase

Income Verification

Transform the borrower experience end-to-end through automated document understanding. Make faster decisions, at a lower cost base and with increased control.

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Client Onboarding

Streamline client onboarding end-to-end by automated document understanding. Eliminate manual review, reduce onboarding times and comply with regulation at scale.

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Claims Processing

Revolutionize the claimant experience by unlocking data trapped in messy and unstructured claim documents. Eliminate duplicates, drive down handling times and reduce the cost base.

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Mortgage Processing

Reimagine mortgage transformation by tackling the manual processes beneath the surface. Enable underwriters to focus on assessing risk and making decisions, growing the mortgage book without growing costs.

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Client Servicing

Serve existing clients with ease through automated document understanding. Reduce friction and deliver faster outcomes with lower costs.

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Trade Finance

Speed up trade by automatically understanding complex trade documents. Check requirements, reduce hand-offs and fuel growth while controlling cost and risk.

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Mailroom Automation

Understand incoming documents across all channels, prioritizing what matters and empowering teams to take action at pace.

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other use cases

COMMON VERTICALS

Retail
- Mortgage Processing
- Small Business Lending
- Consumer Lending
- Credit Cards
- KYC
- Mailroom Automation
Commercial
- Trade Finance
- Client Onboarding
- Client Servicing
- Commercial Lending
Institutional
- Client Due Diligence
- Trading Compliance
- Settlement Instructions
Insurance
- Medical Claims
- Long Term Care Claims
- Motor Claims
- Evidence Packets
- Customer Onboarding