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Arcus Partners helps capital markets and other financial services companies – including independent investment advisors and institutional broker-dealers – gain instant access and greater value from their mission-critical data which is often locked up in back-office or CRM platforms. We provide them with big data warehouse platforms in the cloud, system integration, and Salesforce.com automation services to maximize the functionality and use of their CRM and back-office systems.
We specialize in cloud-based data warehouse, Salesforce.com CRM automation, data management and customization services specifically for U.S. and multinational financial services companies. With more than 30 years of experience in capital markets, securities back-office operations, data aggregation and system integration, Arcus Partners helps independent advisors and self-clearing broker-dealers to quickly and cost-effectively gain access and greater value from their mission-critical data, and maximize the functionality and use of their CRM and back-office systems. The company’s cloud-built data warehouse platform provides broker-dealers with a highly agile, scalable and customizable way to access and gain maximum business value from their back-office data.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.