Back to Playbooks

KYC Onboarding

OnboardingFintech

Know Your Customer 100% on WhatsApp. Requests documents, analyzes with AI, validates data and creates account automatically.

Onboarding

Fintech

5 blocks

KYC Onboarding

Onboarding

AI Agents

WhatsApp

Docs

Security

CRM

Expected results

Before

Onboarding time

5 days

Lost documents

30%

Drop-off

55%

After

Onboarding time

20min

Lost documents

0%

Drop-off

8%

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