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.

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

• Automate: Rapidly configure AI-driven document workflows with enterprise-grade reliability, helping 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.

Try AI Hub for free

Complex document-heavy workflows at any scale.