EvoluServices reduces analysis time by 70% and automates 100% of registrations with Pipefy AI Agents

EvoluServices, a payment methods company focused on the healthcare sector, faced critical challenges in the onboarding and registration validation stage. The process was highly manual, with no automation or integrations with other tools, requiring constant manual checks and lacking biometrics or connections with external systems.

This fragmentation compromised agility and operational efficiency, resulting in high SLAs and long registration queues that overwhelmed the fraud prevention team. The lack of visibility and the unsustainable process indicated that simply increasing the number of employees would not eliminate the bottleneck due to the manual nature of the operation.

EvoluServices implemented Pipefy to unify communication between departments and expand automation capacity through integration with partners such as CAF for biometrics. The solution used AI Agents to process responses from external systems and generate detailed technical reports with observations on companies and legal proceedings.

The new structure allowed analysts to access relevant, unified parameters for analysis, eliminating the need to manually access multiple external tools. The centralized workflow in Pipefy now orchestrates technologies such as OCR and identity validation in seconds, ensuring that registration is approved and clients can start transacting on the same day.

The 95% reduction in the total approval SLA, from 53 hours to just 2 hours and 26 minutes, represents a drastic transformation in onboarding agility. This improvement directly benefits both sales teams and clients, allowing new users to be approved and start using the fintech’s services almost instantly.

The automation of 100% of queries, which were previously manual, eliminated human error and the need for weekend overtime to handle the workload. With a 70% reduction in unit analysis time, from 26 to 8 minutes, EvoluServices built a scalable process that supports business growth without requiring additional hires, while ensuring security through biometrics and full traceability.

EvoluServices is a technology company that provides complementary payment solutions for selected verticals, with strong operations in the healthcare sector serving doctors and dentists.