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Empowering a Financial Education fintech’s growth and scalability

Industry

Fintech

Capability

Proposition Development, Scalability Assessment

The Challenge

  • A fintech company dedicated to improving financial literacy through gamification and in-app engagement aimed to expand its presence and traction in the UK market.​
  • Initially focused on a B2C strategy, Doshi recognised greater revenue potential by white-labelling their app and pursuing alternative market channels, targeting financial institutions like building societies that showed strong demand for financial education solutions.​
  • With limited experience in B2B propositions, the company sought to refine its strategy and strengthen market positioning, focusing on developing a business model that accounted for operational costs while ensuring a faster ROI and maintaining profit margins.​

How Woodhurst Helped

  • ​Market Assessment: Woodhurst collaborated with Doshi through the SHIFT+ programme to conduct an in-depth analysis of their target market, facilitating a strategic pivot from B2C to B2B. We developed a targeted approach to engage financial institutions, including mutuals, neo-banks, and lending providers, identifying opportunities to integrate the fintech’s offerings into existing apps and tools seamlessly.​
  • Proposition Development: Woodhurst supported the enhancement of their white-label proposition, tailoring it specifically for building societies. This included creating quick, customisable integrations and one-time web solutions for those without customer apps designed to streamline implementation and accelerate time-to-market.​
  • Pitch & Marketing Refinement: Woodhurst enhanced the fintech’s pitch and sales collateral by refining their messaging, updating their website, and supporting their social media strategy, supporting the development of a marketing and communications plan, which boosted the fintech’s market presence, increased awareness, and strengthened their brand within their target sector.​

The Outcome

  • The fintech successfully pivoted from B2C model to a profitable B2B approach, unlocking new growth opportunities.​
  • Woodhurst’s strategic support enabled Doshi to strengthen its market positioning and secure key partnerships through introduction to TSB’s Innovation Programme. This pivotal achievement established a strong foothold in the UK market and propelled Doshi’s growth, facilitating successful collaborations with building societies such as Furness and Market Harborough Building Societies.​

Learn more about Doshi's success story below

“Working with Woodhurst through SHIFT has been an absolute pleasure. Their expertise has not only supercharged our partner network but also strategically positioned us to prospective clients with precision and impact. The team’s deep sector knowledge, particularly in refining our approach to specific subsectors like building societies and financial institutions, has been invaluable.” ​

Daniel Rose, CEO and Founder, Doshi

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