Know Your Dosh

Stand: G72
Know Your Dosh is a household finance management platform that helps financial services companies solve their customer engagement and retention challenges through collaborative family finance technology.  Unlike traditional personal finance management tools that target individuals, our platform enables entire households to collectively manage their finances through a secure, shared dashboard. This collaborative approach drives significantly higher engagement rates and creates stickier, multi-generational customer relationships.  By giving you visibility into your customers' complete financial picture, our platform enables you to deliver more timely, relevant advice and services, helping you serve customers better while strengthening trust and loyalty.  Our proven technology is already trusted by families in over 50 countries, tracking over £80 million in assets across multiple currencies and financial institutions. We offer flexible B2B partnership models including white-label solutions and strategic partnerships.  Ideal partners include: * Retail banks and neobanks seeking to increase app engagement and reduce churn * Wealth managers looking to build multi-generational client relationships * Financial advisors and mortgage brokers wanting ongoing client touch points * Employee benefits platforms delivering family-inclusive financial wellness programs * Fintechs requiring differentiated PFM capabilities  Visit our booth to explore how household finance management can transform your customer retention strategy.
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