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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.
Description
We help financial services companies get the most from their existing IT, cloud and Salesforce infrastructures while overcoming workflow and system challenges that keep them from reaching crucial goals. Our agile and scalable approaches to digital transformation, cloud migration and intelligent automation bridge the gap between legacy systems, Salesforce and other cloud platforms, as well as emerging technologies such as AI, machine learning and DLT/blockchain. Backed by world-class technical, delivery and support experts, we provide the agility, productivity, education and execution firms need from a true partner who applies industry best practices and latest technology. With Arcus360, your firm will be able to rapidly increase business velocity, efficiency and scalability with a best-practice Salesforce ecosystem. We can help you strengthen relationships through instant access to all client and financial account information safely stored in one place. We also integrate legacy applications, custodians and industry utilities with Salesforce to enrich data through connectivity with various data sources including in-house applications and data aggregators.
Highlights
As both an ISV and Salesforce integration partner, 100% focused on Financial Services, we help firms transform their Salesforce platform into a centralized hub for managing all aspects of business, operations and compliance workflows.
We combine decades of fintech, IT, cloud, data & integration experience with deep knowledge of financial legacy applications and operational workflows to reduce risk, cost and complexity while enhancing team/advisor productivity and client experiences.
We help fill the functional/application gaps in the Salesforce platform with a range of data, document, compliance, recovery and other innovative solutions and apps, from our Finity360 suite, that are easy to install and configure, and compliance-ready.
Provider Details
Our Salesforce services help financial services organizations transform their Salesforce CRM into a centralized hub for managing all aspects of customer relationships and business workflows. We help firms strengthen these relationships through instant access to all client and financial account information safely stored in one place. We also integrate legacy applications with Salesforce to enrich data through connectivity with various data sources including in-house applications and data aggregators. In addition, we build Salesforce APIs to provide seamless data transfer while enabling your staff to stay on top of their most critical activities throughout the day. With Arcus360, you’ll be able to deliver smarter, more personalized service and improve regulatory compliance with easier access to comprehensive client and household profiles.
Geographic Focus
United States • India
Languages
English