PHILADELPHIA, Penn., January 29, 2024 — In today’s fast-paced business environment, the pursuit of efficiency has never been more crucial. Arcus Partners™ proudly introduces Finity360 AI™, a groundbreaking solution that reshapes the middle office landscape by simplifying complex business processes through the integration of Artificial Intelligence (AI).

Gerry Murphy, CEO of Arcus Partners, said: “At Arcus Partners http://www.arcuspartners.com, we believe in driving innovation that transforms businesses. Finity360 AI™ is not just a solution; it’s a leap forward in redefining how the Wealth Management middle office operates in the digital age. This is a significant milestone in our commitment to empowering businesses through cutting-edge technologies and continuous innovation.”

Key Features Redefining Wealth Management Middle Office Operations: 

Seamless Integration: Finity360 AI™ seamlessly integrates with the Finity360™ suite (native Salesforce Apps) of middle office applications that include your documents, data, and workflows, effortlessly transforming the middle office into a more intelligent and efficient space. 

Client Communication Analysis: Use Finity360 AI™ to analyze emails, notes, and messages related to client communication. Extract key information such as client preferences, financial goals, or specific investment requests.

Document Classification: Integrate Finity360 AI™ to classify and categorize documents within Salesforce based on their content. Automatically tag documents with relevant labels, such as “Financial Reports,” “Investment Plans,” or “Client Correspondence.”

Intelligent Search: Enhance your PaaS navigation capabilities using Finity360 AI™ language model to provide Advisors intelligent and context-aware search results including launching workflows for home office requests and account opening. 

Automated Report Summaries: Leverage Finity360 AI™ to generate summaries of lengthy financial reports or documents. Attach these summaries to the original documents, providing a quick overview for wealth managers and clients.

Contextual Insights: Use Finity360 AI™ to analyze the context of client interactions and transactions. Generate insights on potential investment opportunities, risks, or changes in client sentiment.

Compliance Monitoring: Employ Finity360 AI™ to assist in monitoring client communications for compliance purposes. Identify and flag any language that may require further review or documentation.

Regulatory and Audit Requests: Use Finity360 AI™ to find documents or information based on natural language queries for #regulatory requests or audits.

Customizable Prompts: Finity360 AI™ comes with industry standard prompts built in with the flexibility for custom prompts, Finity360 AI™ optimizes efficiency to meet specific organizational needs.

Customizable Training Data: Highlight the module’s flexibility in being trained on custom datasets, allowing users to tailor it to specific domains or industries.

Why Finity360 AI™?

• Boost Productivity: Automate time-consuming middle office tasks, allowing teams to focus on high-value activities driving business growth.
• Reduce Training: Minimize training efforts by using natural language, simplifying business processes for Advisors, Operations, and Compliance.
• Stay Compliant: Ensure compliance with industry regulations and data protection standards, offering peace of mind in an ever-evolving regulatory landscape.
• Future-Ready: Arcus Partners™ is committed to continuous innovation. Finity360 AI™ evolves with businesses, adapting to emerging technologies and industry trends.

Join Us in Shaping the Future:

Elevate your middle office experience with Finity360 AI™ from Arcus Partners™ – where innovation meets efficiency. Embrace the future of intelligent middle office today.

#ArcusPartners           #WealthManagement #DigitalTransformation           #Finity360       #FinTech         #AI

For media inquiries, please contact:

Gerry Murphy
CEO
gerry.murphy@arcuspartners.com

About Arcus Partners:
Arcus Partners is a leading provider of innovative technology solutions and services to the financial industry, committed to empowering businesses through cutting-edge PaaS technologies and continuous innovation.

Trademark Information:
Arcus Partners™ and Finity360™ and Finity360 AI™ are Trademarks of Arcus, Inc.