Help Customers Adapt To Change Faster for the Win

Gerry Murphy is the CEO and Partner of Arcus Partners; a forward-thinking, fintech, and service-focused company. Arcus Partners empowers wealth management companies and their clients by digitizing how they work. With over 30 years of leadership experience in the financial services industry, Gerry is an expert in global financial markets and IT. Before starting Arcus Partners, he was the President of International Operations for Fiserv and CEO of several divisions at SunGuard (now FIS).

In this episode…

As a wealth management firm, are you struggling to do things manually? How can you innovate and digitize your process to accelerate your growth? 

The financial industry is changing and growing over time in terms of technology. By leveraging it, processes become easier, minimizing the time to deliver to clients. Most companies in the industry have invested in technology but are wondering how they could get value out of their investments. Arcus Partners introduced the idea of Salesforce-as-a-hub, which enables companies' other applications to work within their Salesforce environment without requiring them to navigate away from the platform. 

In this episode of The Customer Wins, Richard Walker sits down with Gerry Murphy, CEO and Partner of Arcus Partners, to discuss how wealth management can leverage technology to win more customers. Gerry explains how Arcus Partners helps their clients, how they win customers, how artificial intelligence impacts customer experience, and shares advice for business leaders.