Doshi is an AI-powered financial engagement platform designed to help financial institutions enhance customer engagement, build financial confidence, and support growth in deposits and investments. The platform focuses on personalizing financial education and coaching, adapting content to individual life moments such as building credit, investing, or home buying. Doshi aims to drive outcomes like customer acquisition, conversion, and loyalty through behavior-changing financial journeys and interactive experiences.
Key features of Doshi include personalized learning paths that adjust based on user inputs, personas, and financial goals, as well as a gamified approach to encourage consistent engagement. The platform offers streaks, leaderboards, and rewards to help users turn financial goals into habits, supporting deeper loyalty. Doshi supports localization and translation of content to fit different markets' languages, cultures, brand tones, and compliance standards. Financial institutions can use a single content management system to design lessons, launch surveys, configure rewards, and preview journeys, allowing for the creation of compliant lessons either from a library of over 1,000 modules or generated instantly with AI.
Doshi can be deployed in two ways: embedded directly into an institution’s existing app or website for a native experience, or as a standalone platform. Integration options include lightweight web components, seamless webviews, and APIs for reporting, enrichment, and infrastructure, enabling the platform to connect with existing systems, channels, and customer journeys. The tool provides aggregated analytics for business intelligence, as well as the ability to collect real-time insights through in-lesson surveys and trigger personalized promotions based on user actions.
The platform is designed for compliance, marketing, and product teams within financial organizations, providing tools for lesson creation, user engagement tracking, and rewards configuration. Doshi emphasizes scalability, reliability, and minimal integration effort, supporting organizations ranging from 1,000 to 1 million users.
In the Personal finance & budgeting space, Doshi takes a focused approach. It focuses on helping financial institutions engage customers with personalized financial coaching and education. Doshi is a B2B2C product aimed at financial institutions and their customers. Pricing is paid. The product ships for the web.
Among its 4 catalogued features are personalized coaching, financial education, and customer engagement.
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