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Launch end to end Robo advice

Robo advice has captured a lot of attention in the financial services sector, so it is fascinating to find an institution that is putting the theory into practice. five┬░degrees has created the platform which is straightforward and makes it easy to understand financial advice that is available to everyone; with the partnership of Virtual Affairs and Ortec Finance.

Robo-Advisory mobile desktop

Get to

  • Onboard customers automatically with chat-bot.
  • Give customers the freedom to set up their own saving goals.
  • Guide your customers through their customer journey in chat-style format.
  • Fill out the advice gap with a next generation solution.

Our objectives

  • Reduce the time to market for new initiatives.
  • Enable customer centric retail investment solutions.
  • Get market defining customer experience channels.
 
Watch our client Andrew Fay (CEO, Munnypot) and our CTO Bjorn Holmthorsson presenting at Finovate 2017 :

Complete the form to download the Robo advice paper >


Robo advice solution is powered by

ortec finance five degrees virtual affairs robo advice   

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