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

We use cookies for analytics and load external resources (images) to improve your experience. By clicking "Accept", you consent to the use of cookies and third-party resources in accordance with our Privacy Policy.