Used with the mobile e-wallet applications so that brokers and promoters can view the complete and up to date information of their client portfolio
Automation that asks customers how easy was the onboarding process using the Customer Effort Score methodology and trigger a followup according the response.
Pre-structured automated responses to handle internal customer service requests made by insurance agents and intermediaries.
Automatically sends a message by email or text message to respond with a single click the customer satisfaction by product.
Automation innovations validated by our customers:
financial institutions as customers
presence in 17 countries
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.