Arcus Partners Unveils Finity360 AI™

Arcus Partners Unveils Finity360 AI™: Revolutionizing the Wealth  Management Middle Office with Integrated AI 

PHILADELPHIA, Penn., January 29, 2024 — In today’s fast-paced business environment, the  pursuit of efficiency has never been more crucial. Arcus Partners™ proudly introduces Finity360 AI™, a groundbreaking solution that reshapes the middle office landscape by simplifying  complex business processes through the integration of Artificial Intelligence (AI). 

Gerry Murphy, CEO of Arcus Partners, said: “At Arcus Partners http://www.arcuspartners.com,  we believe in driving innovation that transforms businesses. Finity360 AI™ is not just a solution;  it’s a leap forward in redefining how the Wealth Management middle office operates in the digital  age. This is a significant milestone in our commitment to empowering businesses through  cutting-edge technologies and continuous innovation.” 

Key Features Redefining Wealth Management Middle Office Operations: 

Seamless Integration: Finity360 AI™ seamlessly integrates with the Finity360™ suite (native  Salesforce Apps) of middle office applications that include your documents, data, and  workflows, effortlessly transforming the middle office into a more intelligent and efficient space. 

Client Communication Analysis: Use Finity360 AI™ to analyze emails, notes, and messages  related to client communication. Extract key information such as client preferences, financial  goals, or specific investment requests. 

Document Classification: Integrate Finity360 AI™ to classify and categorize documents within  Salesforce based on their content. Automatically tag documents with relevant labels, such as  “Financial Reports,” “Investment Plans,” or “Client Correspondence.” 

Intelligent Search: Enhance your PaaS navigation capabilities using Finity360 AI™ language  model to provide Advisors intelligent and context-aware search results including launching  workflows for home office requests and account opening.  

Automated Report Summaries: Leverage Finity360 AI™ to generate summaries of lengthy  financial reports or documents. Attach these summaries to the original documents, providing a  quick overview for wealth managers and clients. 

Contextual Insights: Use Finity360 AI™ to analyze the context of client interactions and  transactions. Generate insights on potential investment opportunities, risks, or changes in client  sentiment. 

Compliance Monitoring: Employ Finity360 AI™ to assist in monitoring client communications  for compliance purposes. Identify and flag any language that may require further review or  documentation. 

Regulatory and Audit Requests: Use Finity360 AI™ to find documents or information based  on natural language queries for #regulatory requests or audits.

Customizable Prompts: Finity360 AI™ comes with industry standard prompts built in with the  flexibility for custom prompts, Finity360 AI™ optimizes efficiency to meet specific organizational  needs. 

Customizable Training Data: Highlight the module’s flexibility in being trained on custom  datasets, allowing users to tailor it to specific domains or industries. 

Why Finity360 AI™? 

✓ Boost Productivity: Automate time-consuming middle office tasks, allowing teams to  focus on high-value activities driving business growth. 

✓ Reduce Training: Minimize training efforts by using natural language, simplifying  business processes for Advisors, Operations, and Compliance. 

✓ Stay Compliant: Ensure compliance with industry regulations and data protection  standards, offering peace of mind in an ever-evolving regulatory landscape. 

✓ Future-Ready: Arcus Partners™ is committed to continuous innovation. Finity360 AI™ evolves with businesses, adapting to emerging technologies and industry trends. 

Join Us in Shaping the Future: 

Elevate your middle office experience with Finity360 AI™ from Arcus Partners™ – where  innovation meets efficiency. Embrace the future of intelligent middle office today. 

#ArcusPartners #WealthManagement #DigitalTransformation #Finity360 #FinTech #AI 

For media inquiries, please contact: 

Gerry Murphy 

CEO 

gerry.murphy@arcuspartners.com 

About Arcus Partners: 

Arcus Partners is a leading provider of innovative technology solutions and services to the  financial industry, committed to empowering businesses through cutting-edge PaaS  technologies and continuous innovation. 

Trademark Information: 

Arcus Partners™ and Finity360™ and Finity360 AI™ are Trademarks of Arcus, Inc.