Automation solutions for Banking, Insurance and financial services

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Prepare your company for a new generation of digital banking with automated communication flows specifically tailored for the financial industry.

Key Features

Automations that cross the whole organization to improve customer experience, optimize processes and lower cost:

  • Customer dossier creation, account creation and auto onboarding
  • Monthly Service statements and payment reminders delivery
  • Debt collection automation and payments follow up
  • Adoption and delivery of electronic invoices and monthly service statements that legally comply via email and SMS
  • Customer satisfaction polls and NPS after customer service
  • Online payments step by step
  • Service activation and first transaction promotion
  • Long term nurturing and lead monitoring for cross selling and up selling

Proactive security communications using smart cross-channel:

  • Antifraud transaction confirmation with follow up to cancel credit cards
  • Security alert and ATM withdrawal notification
  • Generation, sending and validation of One Time Passwords (OTP) via SMS, push, and email with API to use in portals or mobile apps
  • Unusual activity notifications
  • Transfers and accounts activity notifications
  • Extra information about transactions
  • Credit card payment in installments promotions via text message in real time after de purchase

Key Benefits

Transversality and responsiveness are the keys to great customer experience

DANAConnect is an automation platform, flexible enough to cross your organization transversally and go through departmental silos. DANAConnect gives financial institutions the ability to map processes between all company departments. It is a centralized platform that makes possible to govern all customer communications in a unified way, store customer’s contact data, files and documents in one place, making them accessible to the entire organization. It's unified communications guarantee the speed and effectiveness in all the contact points through multiple channels, to improve the customer journey in the long term, before, during, and after the sale, thus involving all departments that directly contact the customer.

Self-service that translates into satisfaction

A lot of effort and money is spent in getting customers, and onboarding is their first impression, so it is fundamental to do it well. Take this first contact as an opportunity to show that doing business with your organization is easy. Automating onboarding, dossier, and account creation allows sending all the information that a customer needs after acquiring a product and the information to enable their customer's account.

Customer selfmanaged dossier automations that allow to:

  • Use customer time to input their data in a structured, digital way

  • Self consignment of personal documents

  • Make a way to route dossier follow ups by agents

  • Follow up account activation and boost mobile app use

  • Promote the first use or enablement of the account

  • Send documents with a digital/electronic signature, signed by both parties

  • Create one-time passwords (OTP) delivery for their first login

Seamless cross channel access to documents achieved by centralized repositories

Centralizing customer data is critical to achieving a seamless and satisfying customer experience. Your customers need to be able to access their data consistently, through the channel of their choice, at the time they need it.

However, your different departments and different applications may not have centralized customer information. One department could have the Gmail and another the Hotmail address, or the cell phone number from 4 years ago. The same happens with the documents of the client's dossier. These are the types of discrepancies that create disjointed and disappointing customer experiences.

The fragmentation of data is equally disappointing for your internal customers: your employees. Particularly, in those departments that want to take advantage of the information to gain competitive advantage.

With cross channel access it is possible to deliver by email or SMS a document that was required by a customer via whatsap.

Goes beyond security and compliance to create customer trust

With DANAConnect you can go beyond GDPR and CCPA privacy regulations, that are not there just for government compliance, they are actually there to comply with your clients, to be good stewards of their customer data. Like loyalty, trust is something that is built with your customers over time.

At every stage of the customer's journey, DANAConnect ensures that customer data is protected and secured and can help you control and audit customer communications from all departments.