Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Prior to Munnypot, a large proportion of people couldn’t get access to financial advice because the fees and investment minimums were far too steep, or they didn’t have the time or confidence to invest. Munnypot was created for both the mass market who cannot easily access traditional financial advice, and to provide an attractive alternative to existing investors looking for an active investment advice service at a comparable cost to other online self-serve solutions.

How they describe their product/innovation: Munnypot is a low cost, online, goal-based investment advice solution.

Munnypot uses a conversational, automated chatbot to make investment decisions for the customer, automatically selecting the fund based on their appetite for risk, and the appropriate product based on their individual circumstances. Munnypot monitors the investment 24/7, notifying the customer and providing actionable advice if the investment performance deviates away from their goal.

Munnypot provides regulated D2C investment advice from start to finish, assumes full responsibility for the actions taken, removing the stress and decision making for the consumer. Our B2B service is a white label solution supported by a robust and personalised delivery plan.

Product distribution strategy: International B2B Whitelabel, UK D2C

Contacts

Bus. Dev., Press & Sales: Andrew Fay, CEO, andrew.fay@munnypot.com, +44 (0) 1293 224281, +44 (0) 79190 90735