01
Meeting Prep Guide (MPG)
Auto-generate a comprehensive pre-meeting brief from your CRM — open tasks, opportunities, recent interactions, and next best actions — before every client call.
Meeting IntelligenceView
Use Case Library
AI that works where
your advisors work.
Production-ready AI use cases delivering measurable efficiency gains across wealth management operations.Tap any card to explore.
02
Meeting Follow-up (MFU)
Turn handwritten notes, voice memos, or typed meeting notes into structured CRM-matched summaries with key insights and action items.
Meeting IntelligenceView
03
Natural Language Reporting
Ask questions about your Salesforce data in plain English and get instant reports, charts, and follow-up analysis — no SQL required.
Data AnalysisView
04
Meeting Action Capture
Automatically extract action items from meeting transcripts and create tasks and calendar events in Salesforce — no manual entry required.
Workflow AutomationView
05
Meeting Analysis
Automatically score every client meeting against your firm's conversation framework — giving advisors real-time feedback and leadership full visibility into team performance.
Meeting IntelligenceView
06
Email Intelligence
Stay ahead of every client need. Our AI-powered Email Intelligence reads every incoming email, classifies it, and pulls out the real intent, detecting urgent requests and key client signals, then routing messages to the right place, drafting the next-best reply directly in Salesforce, and creating any follow-up tasks or calendar events automatically. Advisors spend less time sorting inboxes and more time delivering personalized, high-value advice, with nothing important slipping through the cracks and the right follow-up ready at the right moment.
Workflow AutomationView
07
Organizational Knowledge Assistant
Instantly surface answers from your firm's internal documents, policies, and training materials — so your team spends less time searching and more time advising.
Knowledge ManagementView
08
Compliance Agent
Stay ahead of compliance requirements with an AI agent that monitors activity, flags issues, and surfaces relevant regulations — so your team can focus on advisory work, not paperwork.
Workflow AutomationView
09
Website Management
Update your website in plain English, no code, no dev tickets required. Just tell our AI what to change and preview it before it goes live. Add on SEO and GEO monitoring to see exactly how your site performs in traditional search and in AI assistants like ChatGPT, Claude, and Perplexity, with fixes applied automatically where possible.
MarketingView
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
