PHILADELPHIA, Penn., June 23, 2022 – CoastalOne, an independent broker-dealer/RIA firm, now utilizes Arcus Partners’ cloud-based Finity360™ wealth management digital office solutions to transform its digital document management and client onboarding workflows. With Finity360, the firm’s advisors, clients, compliance, and home office teams can now search and synchronize hundreds of thousands of documents seamlessly on the Salesforce CRM platform and back-office applications.
Business growth drove a significant increase in the number of business files and documents CoastalOne had to manage across thousands of folders, leading to synchronization and search challenges. After its successful implementation of Finity360 Docs, a FINRA-compliant document management solution, CoastalOne is implementing Finity360 Forms to digitize client onboarding workflows. Finity360 Forms is a natural-language forms solution that simplifies client onboarding and eliminates “not in good order” (NIGO) documents. As a native-Salesforce application, Finity360 operates seamlessly within CoastalOne’s Salesforce platform and Sycamore Company’s back-office compliance and compensation solutions.
“Our goal is to empower our financial professionals by providing them with efficient operations and collaborative compliance so they can build meaningful client relationships and maximize revenue,” said Kenneth Fischer, Chief Technology Officer at CoastalOne. “Finity360 has provided us yet one more tool in transforming our fintech vision into a reality by digitizing, integrating and simplifying document management and form-driven processes as part of our Synergy+™ platform.”
Gerry Murphy, CEO of Arcus Partners, said: “An efficient, digital office strategy is crucial for financial services firms to improve compliance and operations while enhancing customer experiences. As both a Salesforce app and integration vendor, we provide a complete middle office that is both flexible and scalable to support firms’ growth and evolving needs. Finity360 provides one vision, one scalable platform, and one consistent experience that can quickly meet a firm’s strategic digital office objectives.”