Introducing dosh the finance industrys first customer connection platform, combining dineiros award winning open banking technology with the tools you need to stay safely and seamlessly connected with your clients all within your brands un extended ecosystem streamline conversations with your clients using our messaging feature which not only allows you and your brand to better isolate interactions with your clients but also create topic threads. So your conversations are better organised, avoid having your important content lost in your clients junk mail.
Our content management function allows you to simply create and send newsletters to your clients in-app. RBA updates birthday wishes, anything you want in a few easy steps... Dont have the time to create your own content. No problem. Simply use the content.
We supply document storage allows you and your clients to store and share documents in a central hub. So important artefacts are always easily accessible, work with your clients to create a folder structure to suit your needs.
So you both know exactly where everything is our reporting feature creates beautifully formatted PDF client reports, illustrating changes in net worth debt levels, spending habits and much more allowing to raise the bar when you conduct reviews with your clients at the click of a button.
Download up to date loan balances and interest rates for your clients in your choice of CSV or PDF formats.
And of course, theres our updated open banking enabled finance feature which gives you ongoing up to date insights into the financial position of your clients, ensuring your engagement with them is both more informed and more timely to discover more about these and other features of dosh contact us for a demonstration.