Founded in 2016 by 30-year experts in the capital markets operations and technology industry, Arcus Inc. has dedicated itself to empowering U.S. and multinational financial services companies to realize their full business potential by unlocking the value of their mission-critical data, documents and other digital assets – which are commonly locked up in back-office, CRM or other core legacy platforms.
We recognized the need for firms to securely access crucial data and workflows for multiple uses across the enterprise – and adopt more powerful and cost-effective technologies for greater growth and profitability. And we did something about it, by developing Finity360™ – a comprehensive set of cloud-based, native Salesforce automation solutions to meet specific document and data management needs of capital markets firms.
Using industry-standard tools and agile frameworks combined with industry know-how, we are able to rapidly and cost-effectively assess, customize and implement solutions as well as provide ongoing support.
Many financial services firms operate their businesses across hundreds, if not thousands, of spreadsheets and disparate databases managed by outside service providers. Although this “legacy” operational model may be managed securely and accurately, firms struggle to access one reliable source of data, documents and other assets to use across downstream systems and functions.
In the end, companies end up with multiple slices of the same data stored in many different databases throughout the company. Or, they spend countless hours finding the latest version of an agreement or compliance document. Most firms who operate with these disparate models spend endless hours managing, securing and reconciling data and documents, with most of the work done by high-value employees.
That’s why we were driven to come up with a new way for firms to securely store and capitalize on their data and documents. Built for the capital markets industry, 100% architected in the cloud, and highly scalable and customizable, our Finity360 solution suite unlocks the value of data and workflows by supporting firms’ current and future data analytics, document management and downstream processes at any scale – without impacting performance or clashing with future technology initiatives.
Finity360:
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:
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.
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