Gerry Murphy, CEO at Arcus Partners, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the flexibility of applications built on Salesforce.
Arcus is a cloud-first, managed services and application provider to the wealth management and RIA industry. Arcus applications are built on the Salesforce platform, with data warehouse and back-end storage on AWS. Arcus focuses on middle-office functionality using CRM data. The flagship product was a document management system built inside Salesforce.
The forms product offers functionality for client onboarding and digital access. Synthify is a data warehouse that is integrated into Salesforce. Synthify can handle both structured data, such as files from custodians, and unstructured data, including documents and emails.
ArcusX AI is an extensible AI application that is an Agentforce provider for Salesforce. The AI agent is installed inside a firm’s firewalls to protect data. Salesforce is designed to allow for customized installations for each user. Arcus’ next project is to integrate market data into Salesforce applications.
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