Nummularii

Nummularii develops, market and sells financial software solutions to the banking industry. We offer our customers, banks and similar enterprises, an end-to-end, hybrid, B2B investment advisory solution. Nummularii provides an AI based platform that automates and scales investment advisory services. It digitizes the whole investment advice delivery life cycle, making it simple, actionable and cost-effective. We enable advisory service providers to create personal, simple and effortless experience for their investors and delight them with high quality tailored investment advice delivered to their smartphone straight from their trusted advisor anywhere anytime. With nummularii, instead of serving one client at a time, each bank adviser can now provide customized advice and send it simultaneously to unlimited number of investors with different portfolio variants across all strategy profiles. Investors will receive personalized, actionable, real-time financial advice pushed directly to their smartphones, allowing them, with just few clicks, to act instantly upon the advice using their same bank application. Our solution allows investment professionals to unlock and convert their investment insights into real-time actionable advice, and then easily share that on a large scale with existing and new investors, that didnt have access to it until now. We enable banks' managements and its investment advisors to be much more proactive, increase advice conversion rates by engaging with all clients simultaneously. It results in higher revenues, increased AUM, operational cost reduction and far better customer loyalty.