Nummularii

Nummularii develops 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’s solves the core complexity in the industry which occurs when banks operate non-discretionary advisory service on a large scale, having investors with different goals and preferences take individual action per investment advice. The current service requires serial repetitive procedures for each client and an approval by each one of them. It results in high operational costs and hinder business growth. 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 & effortless experience for their clients 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, banks and each of their advisors can now provide tailored advice and simultaneously deliver it to multiple portfolios across different investment strategies, while maintaining the highest fiduciary standards. Investors will receive personalized, actionable, real-time investment advice ‘pushed’ directly to their smartphones, allowing them, with just few clicks, to review approve execute and act instantly upon the advice using their same bank application. Our solution allows investment professionals to unlock and convert their timely investment insights into real-time actionable advice, and then easily share that on a large scale with existing and new investors that didn’t have access to it until now. We enable personal/private banking business units to be proactive, increase advice conversion rates & customer loyalty while reducing operational costs.