About Arcus Partners

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

Arcus Partners was created in 2016 to find a better way for financial services organizations to embrace new and innovative technologies while respecting and perpetuating the lasting and deep capabilities of their existing legacy software applications that perform mission-critical functions.
Today, our team of diverse professionals is creating value through the launch of three brands – Arcus360, Finity360 and Link360now – each playing a crucial role in providing the applications, services and professional talent that are increasingly crucial to financial services institutions’ ability to achieve transformative technical and business process change. This has empowered us to bring together the best professionals, industry knowledge and innovative technology to the forefront of advancement

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.

OUR MISSION

Our mission is to help financial services organizations gain better access and greater value from their mission-critical documents and data, and maximize the functionality and use of their CRM and legacy back-office systems.
EXPERIENCE

We have more than 30 years of experience in capital markets, securities and derivatives back-office operations, data aggregation, application development, and integration of systems and workflows.
VALUE

Our mission is to help financial services organizations gain better access and greater value from their mission-critical documents and data, and maximize the functionality and use of their CRM and legacy back-office systems.

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.