A coach that understands their money
Real transaction data turns everyday money questions into practical next steps, and progress builds over time.
Helps customers turn a vague concern into a clear goal.
Personalised guidance from transaction data, inside your app, under your brand.
Book a demoA customer asks
Can I afford a £1,200 sofa?
Hi, Maya
Ask about your money
Driving impact with leading financial institutions
A money coach that understands their financial picture, and helps them take the next step.
Real transaction data turns everyday money questions into practical next steps, and progress builds over time.
Proven customer impact
Outcomes from real financial-institution deployments
6×
ROI through churn reduction
75%
lower cost of acquisition
9×
increase in click-through
Doshi is tested against the financial-conduct standards that matter, giving your teams the controls, evidence, and oversight to deploy with confidence in your market.
Give the coach the policies, content, and boundaries your team has approved, then review the experience before it goes live.
A structured testing framework evaluates every response against the conduct expectations relevant to your institution and market.
Keep a clear record of what the coach was asked, what it said, and the checks applied, ready for review.
Shape each customer interaction with the policies, rules, and content your team has approved.
Why Doshi has controls
Failure rate on financial-conduct tests. Lower is better. Three frontier models from the 54 tested, ranked on the full leaderboard.
Generic models are not built for regulated financial guidance. Doshi adds market-specific checks, approved content, and an audit trail so your team can deploy with confidence.
See the full benchmarkDoshi is not authorised by the FCA. The institution remains the regulated firm.
The coach and the lessons fit your customers, your channels, and your brand.
Short lessons tailored to each customer's goals and financial situation.
Deploy in your app, web experience, or partner journey, via webview, iframe, or SDK. Start quickly, then take more control as you scale.
Your brand. Your voice. Your customer relationship. From language to look and feel, the experience is yours, not ours.
Measured outcomes from real deployments.
What we measured: our lessons, paired with Creditspring's loans, against churn among new borrowers.
6x
ROI through churn reduction
35%
Adoption inside the first 6 months
What we measured: our lessons cut Lloyds' cost per acquisition by 75%.
75%
lower cost per acquisition
What we measured: our lessons, with TSB and Creditspring, against click-through compared with Google Ads.
9x
Increase in click-through against Google Ads
28%
Average click-through across partners
Doshi enables us to offer accessible, digital-first financial education that helps our members make informed decisions and build healthier money habits.
Ryan Young
CFO, Manchester Credit Union
We have enhanced our customers’ financial literacy whilst deepening engagement with our products. It has made finance more approachable and engaging, creating significant value for our members.
Pooja Rohra
Head of Marketing, Creditspring
We now deeply understand how young professionals engage with financial tools. The insights we gained were instrumental in shaping our approach to long-term financial wellbeing.
Kam Ahir
Senior Innovation Manager, Santander
Doshi offers us the ability to improve our communities and drive people to their local high street.
Alex Memmott
Head of Marketing, Furness
We’ve been impressed both by the range and depth of learning available and the user-friendly, intuitive way of Doshi’s learning experience.
James Richards
Strategic Partnerships, Commsave Credit Union
Launch Doshi directly in your own app, or through the digital-banking platform your institution already uses.
Talk to us about your roadmapLaunch Doshi in your own app, under your brand, with our team alongside you.
Reach your clients through the digital-banking platform they already use.
We partner with select institutions to build strategic relationships in financial services.
Recognised for innovation and customer impact, and trusted by leading institutions through award-winning lessons and industry-backed pilots.
Enterprise-grade protection built for regulated industries. Independently audited, accessible, and ready for deployment at scale.
Let’s talk about how Doshi can help you grow. Book a time that works for you, right here, instantly.
“Looking forward to understanding your goals and showing what’s possible.”
CEO & Co-Founder, Doshi
