Solving the Financial Services Industry’s Omnipresent People, Process and Technology Challenges

Arcus Partners was launched to introduce a better way for financial services organizations to embrace new, innovative, and cost-effective technologies while respecting and perpetuating the lasting and deep capabilities of their existing legacy software applications.

Today, our talented team of professionals are helping Wealth Management, RIA, and BD firms create value through our three brands – Arcus360™, Finity360™, and SYNTHIFY™ – each playing a pivotal role in providing the applications, services, and professional talent that are increasingly crucial to Wealth Management, RIA, and BD firms’ ability to achieve transformative technical and business process change.”

Maximizing the Value of the Salesforce Platform

Salesforce is the most powerful CRM cloud platform on the market today. Over the last several years, many financial services firms have turned to Salesforce to increase productivity and manage client information. However, these firms often struggle with adoption or fail to capitalize on the full potential of the platform which can have significant business impact, such as managing data, integrating applications, and improving user and customer experiences.

We help financial services firms across U.S. to enhance their advisor and investor capabilities, and ensure they utilize their Salesforce platform to its full potential. Along the way, we developed many enhancements and new solutions for Salesforce including:

• Development of workflows and analytics
• Custom UI/UX development
• Application integrations
• Data migration and enrichment
• Artificial intelligence (AI) and machine learning

We also introduced Salesforce-as-a-Hub, which enables our clients to work within their Salesforce environments without navigating away from the CRM. Using single sign-on integration with third-party app providers and data aggregators, we enable users to get all business insights through Salesforce without having to toggle across various applications.

Since our founding, we have held to the conviction that there are now technologies available to everyone that drive exponential value to the banking, insurance and capital markets industries.

Our commitment to productizing those innovations, either through applications, services or access to high-caliber talent, keep us focused on these efforts every single day.

Remaining focused on our values allows us to bring positive change and performance to our investors, team and the businesses and communities in which they operate directly.

Since our founding, we have held to the conviction that there are now technologies available to everyone that drive exponential value to the banking, insurance and capital markets industries.

Our commitment to productizing those innovations, either through applications, services or access to high-caliber talent, keep us focused on these efforts every single day.

Remaining focused on our values allows us to bring positive change and performance to our investors, team and the businesses and communities in which they operate directly.