Back to Playbooks

Digital Account Opening

OnboardingBanking

Complete KYC on WhatsApp in minutes. From document photo to active account, fully automated.

Onboarding

Banking

5 blocks

Digital Account Opening

Onboarding

AI Agents

WhatsApp

Docs

Security

CRM

Expected results

Before

Onboarding time

5 days

KYC drop-off

25%

Cost per opening

$85

After

Onboarding time

20min

KYC drop-off

5%

Cost per opening

$4

Didn't find what you need?

Describe what you need in Studio and AI builds it for you.

© 2026 Catalisa. Todos os direitos reservados.

Conforme LGPD

Meta WhatsApp Business

Dados no Brasil