Apps, Portals and Assisted Channels: How Pragma Improves Onboarding in Banking        

Bank in Florida Corporate and Investment Banking

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We made digital onboarding available in 3 channels: app, portal and assisted channels.

enrollment of a company in 15 minutes.

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  • We restructured the flow for the opening of multiple products.

  • We designed the enrollment phase for Legal Entities that allows the enrollment of a company in 15 minutes.

  • We integrated the enrollment of natural persons with onboarding.

  • We implemented the flows for the housing product simulators.
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  •  We reduced product opening from 3 days to 7 min.
  • In 3 years, products with digital onboarding went from
    0 to 10.


  • 56.000+ products were delivered in the last half of 2022
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