Arcus, Inc.
Computer Software - New York, New York, United States
Arcus, Inc. Employees
Arcus, Inc. Details
For several years, financial firms have turned to Salesforce to drive productivity and manage client information. ARCUS has worked with several Brokerage and Financial firms across US to manage their Advisors and Investor needs. We have delivered proactive and personalized solutions to ensure our clients get most out of Salesforce. We have developed lot of enhancements and solutions for their Salesforce platform such as addition of new functionalities, development of Workflows and Analytics, custom development on UI, integrations, and even data migration and enrichment activities which is helping our clients to use their CRM at full potential. With solutions delivered by ARCUS, Advisors are now able to Build Deeper, 1-to-1 Client Relationships by allowing them to see all client information in one place, with instant access to their financial accounts.Considering the needs of our clients, we have integrated their legacy applications with Salesforce to ensure they get most out of their CRM. We are enriching their data every day by connecting the right dots and integrating their CRM with various data sources to ensure they are receiving latest feeds from their in-house applications and other data aggregating firms. We have also helped companies to build an API`s on Salesforce so that they can transfer their data seamlessly. All of these integrations are helping our clients to gain efficiency and deliver exceptional, holistic customer service by transforming their CRM into a centralized hub for managing all aspects of a client relationship. Rather than toggling between systems, advisors and firms can stay on top of their most critical activities throughout the day. Advisors can now deliver smarter, more personalized advice, improve regulatory compliance, with easy access to comprehensive client and Household profiles.
