Automation solutions for Banking, Insurance and financial services

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DANAconnect is the single customer communication platform a financial institution requires, providing all the security, compliance, audit, and omni-channel capabilities needed to automatically follow-up end-to-end customer journeys at scale and for all departments.

Key Features

Management of all customer communication from a single omnichannel platform

DANAconnect allows to send email, SMS, push, automated calls and make API requests, covering virtually all digital channels to communication with customers for email marketing, billing, collections, customer experience measurement, transactional alerts, OTP, notifications and document delivery.

Enterprise level document management

DANAconnect provides enterprises with a streamlined solution for storage and management of large volumes of documents. Through its APIs, users are able to generate PDFs, add digital signatures, and send dynamic documents across various omnichannel platforms like email, SMS, and chatbot. Additionally, it offers a indexation system for self-service via chatbot or any other channel, where customers can consult and download documents after identity validation.

Designed with security in mind for the financial and insurance sector

DANAconnect includes all the features a financial institution needs to keep their communications records for decades to be auditable for compliance: Email archiving, encripted document repository with redundancy, auditable tracebility in native format. It also provides with a DMARC module for email security, a security log panel, deliverability dahsboard. With its included managed service, it ensures that your financial institution is always protected from malicious threats and compliance violations.

Automating processes with low code and pre-built use case galleries

DANAconect platform's user-friendly interface for creating workflows with filters, timers and events, as well as an extensive library of use cases empower business people to quickly build and deploy automations, create Minimum Viable Products (MVPs), and unlock value in record time.

Integrations with any external system at any point

DANAconnect provides public APIs and integrations to connect with your systems and apps. It also allows API and webservices requests to be made within the automated workflows, creating an orchestration layer for your automations and taking advantage of third party services.

Business inteligence and reporting

DANAconnect´s platform generates reports about messages sent, opened and bounced but also many reports that can be used for businees intelligence. These reports can contain information such as engagement rate, click-through rate, average message click-through rate, and average contact unsubscribe rate. Additionally, the platform can generate reports on segmentation and targeting, list growth and performance, as well as custom reports based on user defined criteria.

Key Benefits

For better governance, security and fast deployment:

  • Only one platform for automating customers communications for all departments: marketing, collections, CX, alerts and document delivery.

Customizable models specific to financial and insurance processes:

  • By leveraging our pre-built automations and use case galleries, you can quickly gain expertise and avoid having to start from scratch..

Historical records for over a decade:

  • With auditable evidence of all messages and content sent per channel, it's easy to keep everything in compliance.

Reduces costs and capitalizes on centralization:

  • A single platform that does the work of four: CCM, BPA, Document Manager & Message Archiving.