Doshi provides an AI-native platform that transforms financial institutions' digital channels into engagement engines. It delivers personalized, gamified financial education journeys designed to build customer confidence and drive product adoption. This embedded layer integrates seamlessly to increase conversion rates and strengthen customer loyalty for banks and lenders.
Funding
$820K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals lack sufficient financial literacy, hindering their ability to manage money effectively and make informed financial decisions. Traditional financial education methods often fail to engage users, resulting in low participation and limited knowledge retention. This gap in financial understanding can lead to poor budgeting, debt accumulation, and inadequate planning for long-term financial goals.
Solution
Doshi provides a personalized financial education platform that aims to improve users' money management skills through interactive and engaging content. The platform delivers tailored learning paths based on individual strengths, weaknesses, and financial goals. By integrating gamification elements such as points, leaderboards, and rewards, Doshi motivates users to actively participate in their financial education. The platform offers a white-labeled solution that can be customized to fit the brand, content, and tone of voice of financial institutions, enabling them to empower their customers with financial knowledge.
Target Audience
Doshi's primary target audience includes individuals of all ages seeking to improve their financial literacy, as well as financial institutions looking to enhance customer engagement and provide value-added financial education services.
Features
- Personalized learning paths tailored to individual financial needs and goals
- Interactive lessons with gamified elements to drive user engagement
- White-labeling capabilities for financial institutions to customize the platform
- Analytics dashboard to track user progress and provide insights
- Integration options for existing web and mobile applications via API
- A library of 1000+ pieces of content, tools, and videos covering various financial topics