A better way to modernize financial services
Arcus Partners was launched to introduce a better way for financial services organizations to embrace new, innovative, and cost-effective technologies, while respecting and perpetuating the lasting, deep capabilities of their existing legacy applications.
Solving the industry's people, process and technology challenges
Today, our talented team of professionals help Wealth Management, RIA, and Broker-Dealer firms create value through our three brands, Arcus360™, Finity360™, and SYNTHIFY™, each playing a pivotal role in providing the applications, services, and professional talent crucial to achieving transformative technical and business process change.
Maximizing the value of the Salesforce platform
Salesforce is the most powerful CRM cloud platform on the market today. Many financial services firms turn to Salesforce to increase productivity and manage client information, yet often struggle with adoption or fail to capitalize on its full potential. We help firms across the U.S. enhance their advisor and investor capabilities and use Salesforce to its fullest.
We also introduced Salesforce-as-a-Hub, enabling clients to work within their Salesforce environment without navigating away from the CRM. Using single sign-on integration with third-party app providers and data aggregators, users get all business insights through Salesforce without toggling across applications.
- Development of workflows and analytics
- Custom UI/UX development
- Application integrations
- Data migration and enrichment
- Artificial intelligence (AI) and machine learning
Our Pledge 1% Commitment
Arcus Partners joins over 19,000 companies worldwide in committing to donate 1% of equity, profit, product, and/or employee time to charitable causes, a collective effort that has ignited over $3 billion in new philanthropy.
Leadership that matters
80+ combined years of financial services, fintech, and cloud technology leadership.
Gerry Murphy
CEO & PARTNER
30+ years in global financial services fintech. Expert in SaaS, PaaS, enterprise data management. Former executive at SunGard Financial Systems (FIS), Fidelity National Financial Services, and President of International Operations at Fiserv.
Paul Stringer
COO & PARTNER
30+ years in financial services technology. EVP & COO of SunGard Global Trading and Brokerage & Clearance businesses. Expert in Wealth Management, RIA, and B/D operations, banking, and payments across global markets.
Saurabh Bhole
CTO & PARTNER
17+ years of Salesforce experience with Certified App Architect credentials. 12 years of deep AWS expertise. Shapes the ArcusX AI platform architecture and Finity360 product roadmap for wealth management firms globally.
Ready to build your AI-first future?
Whether you're modernizing operations, unlocking your data, or deploying intelligent AI agents, Arcus has the platform, the products, and the proven expertise to get you there.
Reach us directly: gerry.murphy@arcuspartners.com
