Cross-Sector / Enterprise Fintech › Customer & Sales › Customer Communications Management (CCM)

DANAConnect

Multi-channel customer communications automation platform for financial institutions.

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Overview

DANAConnect provides an omnichannel communications automation platform designed for financial services institutions including banks, insurance companies, brokers, TPAs, and retirement funds. The platform orchestrates intelligent workflows across native channels including email, SMS, automated calls, push notifications, WhatsApp, and Telegram, with built-in security, governance, compliance, and auditing capabilities.

Core modules include Conversation Manager for workflow orchestration, Document Manager for storage and digital signature capabilities, Biometric Video Signature for online contract signing, SMS and Email Archiving for eDiscovery, and DMARC Email Security for forensic analysis. The platform supports use cases spanning marketing, KYC onboarding, account statements, collections, customer service, and security alerts.

Key Features

+ Multi-channel orchestration (Email, SMS, automated calls, WhatsApp, Telegram, push)
+ Document management with digital signature and biometric video signature
+ Automated SMS and email archiving for compliance and eDiscovery
+ DMARC email security with visual reporting and forensic analysis
+ Customer feedback and inbound communication management
+ AI-powered workflow automation and OTP authentication

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