Automated solution for the massive distribution of invoices dynamically attached as a PDF file or a zip file to an email.
Assistance Services36Commercial Banks27Insurance Brokers39Insurance Companies38Insurance TPA26Retirement Funds20Savings Banks27Telecoms24
Customer Profile Change Alert
Notifies the client in real time when their contact information or passwords are changed and gives a tool to confirm it.
Customer Satisfaction Measurement Before Renewal
Automatically sends a survey 6 months before the renewal date that allows the customer to answer their opinion about the service.
Portfolio Renewals Summary for Brokers
Monthly communication via email notify the broker their current client portfolio status with dynamically generated data.
Automation innovations validated by our customers:
+100
financial institutions as customers
17
presence in 17 countries
+128 Millions
end customers reached each month
One platform for the whole Customer Journey
Get a centralized customer communication management platform that integrates ALL digital channels, triggers API webhooks and sends dynamic e-documents from a single repository.
Made for financial institutions
DANAConnect is a CCM platform that automates customer communication processes and adds industry-grade tools for security, governance and auditing.
Centralize, visualize and control
DANAConnect delivers the power to visualize in one place sent messages and all the senders that are used by your company to communicate with its customers.
Audit case by case
DANAConnect offers forensic information of each case related to a specific message, generates reports in native file format and helps demonstrating the whole routing of such message.
Comply with regulations
DANAConnect lets you manage special rules-based controls, flexible enough to accommodate your changing business requirements, time-slots and regulatory mandates.
Serve more customers, add new services, increase margins, improve the consistency and speed of your service with automated workflows that allow growth without increasing the number of employees, lowering repetitive tasks and human intervention.
Create a digital workforce and give your team the ability to do more with less
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Single-channel, Multi-channel, Omni-channel or Cross-channel? What is the best strategy?
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What are Spamtraps and how they can affect email delivery?
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The painful IT Architect’s dilema of embracing disruptive technologies while still dealing with legacy systems
Due to increasingly high expectations from customers and the ongoing growth of digital native companies, banks and insurers are rapidly introducing advanced solutions that continue to enhance the customer experience…
The 6 Worst Reasons Why Your Corporate Email Goes to Spam
Having the infrastructure to send bulk email, such as marketing campaigns, collections or alerts, is the simplest part. If corporate email goes to spam this can pose a greater challenge,…
What do successful companies do differently to improve their customer experience?
More than ever, companies and organizations are feeling the pressure to deliver great experiences to their customers.While a little customer annoyance might not have been as noticeable a few years…
Why your open rates are wrong [and will remain that way]
The technology behind the email open rate statistic has always been pretty straightforward: an image, usually a single pixel, is placed inside the email. With this, the number of times…
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How to avoid the 5 worst problems in customer communications
Customer communications comes from every touchpoint in the relationship, and ideally, it should go bidirectional, but that would imply that only two parties are interacting. In most cases, the party…
Why automating credit card approvals makes more sense than ever
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The 10 worst reasons why your emails are slowed down or blocked by Gmail and other ISPs
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