Case Study: Global Largest Financial Institution achieves 20% faster settlement processing with Instabase

Global Largest Financial Institution - Customer Case Study

Global Largest Financial Institution worked with Instabase to streamline its settlement operations and automate the Standard Settlement Instructions (SSI) process for clients. The bank’s challenge was handling highly variable SSI documents from multiple channels and formats, which required time-consuming manual review to ensure accuracy and timely settlement.

Instabase implemented a modular automation app that captured, extracted, validated, and transformed data from emails, PDFs, images, tables, and handwritten marks into the downstream payments schema. Using Instabase, the bank delivered a working app in 30 days, maintained 98% accuracy, and reduced average handling time by 20%, generating immediate cost savings and freeing staff to focus on client experience.