Leadership role strengthens company’s focus on helping wealth managers, RIA, and broker-dealers firms maximize their IT, cloud and Salesforce infrastructures, and driving continuous innovation of the Finity360 digital office platform 

PHILADELPHIA, Penn., January 18, 2023 – Growing fintech solution and service provider Arcus Partners has announced that it has named Saurabh Bhole as partner and chief technology officer (CTO). In his new role, he will provide, leadership, consulting, professional services and 24/7 support for users of Arcus Partners’ native-Salesforce, cloud-based Finity360™ wealth management digital office solutions.

Saurabh brings more than 15 years of experience in financial services and technology, specifically Salesforce and Amazon Web Services (AWS), and is an 8x Salesforce Certified Application Architect with Financial Services Cloud certification. As CTO at Arcus Partners, he ensures timely delivery on the Finity360 roadmap and proofs of concepts while maintaining high standards for compliance, usability, and innovation. He also collaborates with the company’s director of client experience to ensure smooth delivery of customizations and migrations, and manages the development team and various customer projects globally. 

A thought-leading technical expert, Saurabh began working with Arcus Partners in 2016 as a cloud technology advisor responsible for shaping and prioritizing Finity360 and communicating his cloud map strategy, architecture, and product vision to customers. Previously, Saurabh was a Salesforce practice leader where he started as a senior salesforce developer and later incubated an entire Cloud Practice, built a strong team of cloud technology experts, and guided enterprise-scale cloud infrastructure, application development, and analytics projects. He held previous development roles at SunGard, WNS Global Services, Aegis Limited, and Teleperformance.

Gerry Murphy, CEO of Arcus Partners, said: “Saurabh truly is a force in the financial services tech industry, having led cloud development projects and successfully growing professionally as a strong leader and cloud visionary. He understands the process gaps and other key operations challenges wealth managers, RIAs, and broker-dealers face every day with legacy technology. His ability to conceptualize, strategize, architect, and implement enterprise cloud applications is a huge asset to our organization and the customers we serve as we continuously innovate, transform firms’ digital office workflows towards ONE Vision | ONE Platform | ONE Experience* – and take our success to the next level.”

About Arcus Partners

Financial technology and services company, Arcus Partners, provides the Finity360™ cloud-based, native-Salesforce, digital office solutions to help wealth management and other financial services companies drive growth through highly efficient and scalable interactions between advisors, clients, home-office operations, and custodian recordkeeping systems. The Finity360 middle-office applications provide a single platform that delivers one consistent, exceptional experience and a more agile way for firms to turn their digital office vision into action while gaining more business value from their data, technology and the Salesforce platform. For more information, visit https://arcuspartners.com and https://finity360.com.

Trademark information: Arcus Partners and Finity360 are trademarks of Arcus, Inc. All other trademarks belong to their respective owners.

* Copyright © 2022-2023, Arcus, Inc. All rights reserved.