Gerry Murphy is the CEO of Arcus Partners, a forward-thinking, fintech and service-focused company whose team and unique brands align with their clients, partners and investors to continuously improve how financial services companies run and grow their businesses.
Doug and Gerry sat down at the T3 Advisor Conference and talked about his passion for new technology and why he joined Arcus Partners to help solve advisor challenges. They also discuss
- Technology changes faced by advisors today
- How COVID pushed the digital transformation to move faster
- How Finity360 products can help advisors transform workflows & better manage their businesses
- How their apps help improve the client experience
Resources: Arcus Partners
Related: Make Your Clients the Hero of the Story with Kristian Borghesan