Case Study: Top 5 Global Bank accelerates deal transactions with Instabase

Delivering exceptional customer experiences by accelerating deal transactions

Top 5 Global Bank needed a faster, more accurate way to process highly variable trade finance documents for commercial clients, including SWIFT MT700 messages and supporting documents such as bills of lading and commercial invoices. The manual, document-heavy process involved multiple global stakeholders, frequent discrepancies, and inquiries that could stretch resolution times to days and deal completion to as long as a month. The bank turned to Instabase to help automate this unstructured document workflow.

Using the Instabase platform for document extraction, table extraction, and structural detection, the bank digitized complex SWIFT-related data and generated analyst checklists for validation and downstream processing. The solution achieved up to 90% accuracy for data checklists and reduced document processing time by 80%, cutting review time for high-value transactions from 3 hours to under 30 minutes. Instabase also enabled straight-through processing for many transactions and set the stage for future self-service document submission via web or mobile portals.