AI Hub for Banking and Financial Services

Automate document-heavy workflows across front, middle, and back office. Extract insights from client, transaction, and market data to accelerate decision-making, reduce risk, and enhance experiences.

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Transform financial services by unlocking unstructured data

Transform financial services by automating complex, mission-critical document workflows. Built on a proprietary context-first architecture and powered by agentic AI, Instabase delivers auditable, verifiable insights from contracts, financial statements, policies, and more.

Scale operations

Accelerate processes, lower costs, and expand capacity by automating manual work with agentic AI.

Personalize every experience

Unlock customer insights for tailored experiences across the entire journey.

See risk clearly

Leverage unstructured data to improve risk models and power 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.

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.

Mailroom and email automation

Triage incoming communications and automatically route requests to the right teams.

Empower teams to serve customers better, make more strategic decisions, and reduce risk with tools to unlock knowledge from any file.

Customer service

Find answers to customer questions and requests to rapidly serve them.

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.

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.

Financial regulations

Understand complex regulations and ensure compliance with new requirements.

Automate

Rapidly configure AI-driven document workflows with enterprise-grade reliability, helping teams deliver faster experiences, increase capacity, and lower costs.