Case Study: Munnypot unlocks accessible robo-advice with Five Degrees Matrix

How Munnypot made its financial advice affordable and accessible to all with Matrix as one of the foundation stones

Munnypot is a UK robo-advice disruptor created to help close the “advice gap” by making financial guidance more accessible, affordable, and stress-free for consumers. To support its digital savings and investing service, Munnypot used Five Degrees’ Matrix platform alongside SEI, Ortec Finance, and Virtual Affairs to manage customer data and orchestrate the advice journey.

Five Degrees’ Matrix provided the BPM/CRM hub for Munnypot, ensuring robust data flow, stability, full auditability, and consistent information for both customers and staff. The platform helped Munnypot launch in about nine months, refine the user experience during development, and build a scalable service that lets customers start investing from just £25 per month or a £250 lump sum, with the flexibility to pause, restart, or withdraw funds at no cost.

Munnypot

Andrew Fay

Founders