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DANA

Customer communications automation platform for banking and insurance institutions

Customer Engagement Established Bootstrapped
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Overview

DANAconnect is a customer communications automation platform for banks and insurance carriers operating in Latin America, the Caribbean, and the United States. The company offers low-code automation flows that enable financial institutions to manage multi-channel policyholder and customer communications across email, SMS, automated calls, push notifications, and API channels.

The platform is delivered as a cloud-based SaaS solution built on AWS infrastructure, incorporating AI and machine learning capabilities through Amazon Bedrock and biometric identity verification through Amazon Rekognition. Core modules cover document generation and delivery, digital and biometric e-signature, inbound communication management, email security (DMARC), and compliance archiving.

Founded in 2012, DANAconnect serves over 100 financial institutions across 17 countries, reaching more than 128 million end customers each month. Customers include major regional banks and insurance carriers such as Santander, Banesco, Mercantil Banco, Pacifico, and La Positiva.

Products & Services

Conversation Manager

Multi-channel orchestration platform for automating customer communication flows across email, SMS, automated voice calls, push notifications, and API integrations. Enables complex conditional workflows without custom code.

Key Features

  • Visual low-code workflow builder
  • Multi-channel delivery (email, SMS, voice, push)
  • Conditional branching and automation logic

Target Users: Insurance carriers and banks managing policyholder lifecycle communications

Document Manager

Document handling system for generation, storage, automated delivery, and self-service customer access. Includes digital signature and biometric video signature capabilities.

Key Features

  • Automated document generation and delivery
  • Digital and biometric video signature
  • Self-service document access portal for end customers

Target Users: Insurance carriers requiring digital policy document workflows

SMS and Email Archiving

Automatic archiving of outbound and inbound communications for regulatory compliance and eDiscovery in the financial services sector.

Key Features

  • Tamper-evident archive storage
  • eDiscovery search and retrieval
  • Audit trail for regulatory examinations

Target Users: Compliance teams at regulated financial institutions

Inbound Manager

Handles incoming communications from customers including feedback, form submissions, and multi-channel inbound messages.

Key Features

  • Multi-channel inbound aggregation
  • Form and survey management
  • Customer response tracking

Target Users: Customer service and operations teams

DMARC Email Security

Visual reporting and forensic analysis for email authentication, protecting organizations against spoofing and phishing.

Key Features

  • DMARC/DKIM/SPF policy monitoring
  • Forensic reporting on email threats
  • Visual dashboards for security posture

Target Users: IT and security teams at financial institutions

Cloud SMTP

Email relay service with integrated archiving and detailed delivery reporting.

Key Features

  • High-deliverability email relay
  • Integrated archiving
  • Delivery tracking and reporting

Target Users: Technical teams managing transactional email infrastructure

At a Glance

Founded
2012
Headquarters
Weston, Florida
Employees
11-50
Funding
Bootstrapped

Category & Focus

Category
Customer Engagement
Subcategories
Communications Automation Document Management Digital Signature Email Security
Insurance Verticals
Life & Annuity P&C Personal P&C Commercial
Target Customers
Carriers, Brokers

Customers

  • Santander
  • Mercantil Banco
  • Bancaribe
  • Banesco
  • Pacifico (insurance carrier)
  • La Positiva (insurance carrier)

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Last updated: 2026-05-12