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Arcus360 – Financial Services Automation Experts
Empowering Wealth Management, Unleashing Potential
- Industry Competencies
- Financial Services
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 16
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 74
We help broker-dealers, wealth managers, banks and FCMs gain immediate and long-term value from cloud computing by optimizing their Salesforce platform, enriching or expanding their operations infrastructures, and extending the value of their data.
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MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 10 Reviews
Arcus's deep industry knowledge and familiarity with the regulatory environment we operate in as an Independent Broker-Dealer & RIA is hard to find in developers. Their solutions have already improved our back and middle office processes, enabling new degrees of automation and scalability that continue to pay dividends as we grow.
When we came to Arcus for our Nitrogen integration, they completed the project successfully and quickly. They went above and beyond what they were really required to do. They have been a great partner, always willing to help whenever needed.
Brian of Arcus listened and clarified my explanation of our dilemma. He then took our raw data and prepared it to upload to our SalesForce application. His team kept us informed of the steps they were taking and conducted video chats where his computer screen was shared to show steps being taken to accomplish our goal.
Great communication and follow through on all aspects of the project
Saurabh is and always has been a rock star. I appreciate his work in Salesforce when we hit our limits. Ninad's work has been game-changing and has given us the ownership and control over our database architecture we have lacked until now.
They are always willing to find a way to implement what is needed.
Arcus consistently under promises and over delivers, we could not be more pleased with our partnership.
Arcus partners are the best partners that we have had and we are looking forward to many more projects with them.
Arcus Partners has been a great partner to work with. The team is very knowledgeable and took the time to understand our unique business model and our challenges. We had a tight budget to work within and they helped steer our organization into the right direction within Salesforce so we could serve our internal employees and customers better by increasing their efficiency. This included digitally transforming our paper-intensive processes in a compliant manner, and ensuring a high level of user adoption. Prior to engaging Arcus, we reviewed many competitors and have found that the Arcus360 platform was the better product and fit for our organization from both a user interface and cost structure. I would highly recommend a conversation with Arcus Partners for any Company that is looking to enhance their Salesforce Platform to the next level. – Casey Cotton, CTO Madison Avenue Securities
Finding a development partner with deep experience in Financial Services, and in particular, broker dealer operations and compliance was invaluable. Speaking the same language, understanding the regulatory requirements and constraints and familiarity with common business processes allowed us to jump right into solution design and implementation, rather than extended education and scoping to explain the "What" and "Why". The Arcus Team offers unique experience in incorporating SalesForce solutions to financial services in a compliant and efficient manner.