Brian Schwartz Joins Arcus Partners in New Client Experience Leadership Role

PHILADELPHIA, PA, August 08, 2022 /24-7PressRelease/ — Growing fintech solution and service provider Arcus Partners has announced that Brian Schwartz has joined the company as Director of Client Experience. Bringing more than 20 years of experience in financial services and technology, Brian will be responsible for onboarding and supporting users of Arcus Partners’ cloud-based Finity360™ wealth management digital office solutions.

Prior to Arcus Partners, Brian held retail brokerage sales and service, operations, compliance, business analytics, and IT support roles at small to medium-sized broker-dealers including Jordan Creek Financial Solutions and Broker Dealer Financial Services Corp. He has also configured and supported middle office software platforms for medium to large insurance firms including Mercer, WR Berkley, and Homesteaders Life, and provided Salesforce platform and cloud technology project management expertise to multiple financial technology providers.

“Simply put, no other company is providing the depth and breadth of what Arcus Partners is doing in transforming advisor workflows and client communications, and in such a highly adaptable and intuitive way,” said Brian Schwartz, Arcus Partners’ new Director of Client Experience. “I am really impressed with how its Finity360 applications fill the technology and data gaps to quickly achieve greater efficiencies and cost savings across the digital office, and I look forward to helping firms deliver exceptional advisor and client experiences.”

Gerry Murphy, CEO of Arcus Partners, said: “We are excited that Brian has joined our growing team to help us to continue the important work of providing the wealth management industry with one consistent, scalable digital office experience. His rich experience in financial services, operations, compliance and cloud technology will be instrumental in helping firms understand and overcome their workflow challenges and turn their digital office visions into realities.”

About Arcus Partners

Financial technology and services company, Arcus Partners, provides the Finity360™ cloud-based, native-Salesforce, digital office solutions to help wealth management and other financial services companies drive growth through highly efficient and scalable interactions between advisors, clients, home-office operations, and custodian recordkeeping systems. The Finity360 middle-office applications provide a single platform that delivers one consistent, exceptional experience and a more agile way for firms to turn their digital office vision into action while gaining more business value from their data, technology and the Salesforce platform. For more information, visit and

Trademark information: Arcus Partners and Finity360 are trademarks of Arcus, Inc. All other trademarks belong to their respective owners.

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Source: Financial Content

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