What is Doshi?
Doshi is an AI-powered engagement platform designed specifically for financial institutions to enhance customer interactions and drive business outcomes. It transforms banking into an engagement engine by delivering personalized financial education journeys that adapt to individual customer needs, life moments, and financial goals. The platform helps institutions improve acquisition, conversion, and retention through behavior-changing experiences that build financial confidence.
The tool offers two deployment models—embedded within existing apps or websites, or as a standalone application—ensuring seamless integration with current systems. It features a comprehensive CMS for creating compliant lessons, dynamic learning paths, surveys, and rewards, all customizable to match brand identity. Doshi leverages AI to generate content and personalize interactions, making financial education scalable and effective across diverse customer segments.
Features
- AI-Generated Content: Create compliant lessons instantly using AI from a library of 1,000+ modules
- Personalized Learning Journeys: Deliver adaptive content based on user personas, inputs, and financial goals
- Gamification: Drive engagement with streaks, leaderboards, and configurable rewards
- Seamless Integration: Embed via web components or webviews into existing apps and websites
- Comprehensive Analytics: Access aggregated insights through reporting APIs for engagement and performance tracking
- Compliance-Focused: Automatically check content for regulatory compliance and brand standards
Use Cases
- Acquiring new customers through lower-cost digital channels
- Converting leads by educating users about financial products
- Retaining customers through personalized financial education
- Reducing churn among new borrowers with contextual learning
- Building financial confidence across different customer segments
- Driving product adoption through targeted educational nudges
FAQs
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What types of financial institutions can use Doshi?
Doshi is designed for banks, credit unions, lenders, and building societies to enhance customer engagement through financial education. -
How does Doshi integrate with existing banking systems?
Doshi offers seamless integration through web components, webviews, and APIs that connect with current CRM, BI tools, and digital channels. -
What kind of content does Doshi provide for financial education?
Doshi offers a library of 1,000+ compliant modules covering topics like credit building, investing, and home buying, with AI-generated content capabilities. -
How does Doshi personalize learning experiences for customers?
Doshi uses AI to create adaptive learning paths based on user inputs, personas, and financial goals, ensuring relevant content delivery.
