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We provide the agility, productivity, education and execution you need from a true partner who applies industry best practices and the latest technology – while helping you navigate the road ahead.
We can help you utilize the Salesforce CRM to its full potential, unlock data to enhance user productivity and value-added investor capabilities, and adopt best practices for its use, adoption and security.
We can help you securely store, integrate, manage and capitalize on your data while ensuring silos and quality issues don’t hold you back from achieving your strategic initiatives.
We leverage the power of Salesforce and Amazon Web Services combined with the latest advances in data analytics, artificial intelligence and distributed ledger technology (DLT) as a result of our:
30+ years of experience in financial technology (fintech), operations, data management and cloud technology
Best-practice approaches to digital transformation, straight-through processing, client/user experience, advisor productivity, regulatory compliance, and other industry initiatives
RIAs and Independent Brokers
Retail, Institutional, Insurance, Clearing Firms
Retail, Commercial, Investment, Credit Unions
Listed Derivatives
Increase efficiencies from the front to back office, reduce operational and compliance risk, and enhance client and user experiences
Achieve faster time to market and drive unmatched client service while bridging the gap between legacy systems and emerging technologies
Create new competitive differentiators that drive sustainable value and unique revenue models for long-term growth and profitability
© 2024. Arcus, Inc. Arcus Partners is a trademark of Arcus, Inc. in the U.S. and other countries. Other trademarks belong to their respective owners.