Silver Oak Securities Reinvents Advisor and Client Experiences by Overhauling Its Operations Framework Using Finity360™

    PHILADELPHIA, PA, November 07, 2022 /24-7PressRelease/ -- Full-service broker-dealer and investment advisor Silver Oak Securities, Inc. is adopting the entire suite of Arcus Partners' cloud-based Finity360™ wealth management digital office solutions to provide one complete, consistent and adaptable experience across operations, compliance, client service, and advisor support workflows. Finity360 is a key part of Silver Oak's strategic initiative to streamline multiple workflows for financial professionals, revitalize client engagement and experiences, keep pace with growth, and easily adjust to future business requirements.

Recognizing its biggest, immediate pain points – paper-based processes and relying on too many limited, off-the-shelf applications – Silver Oak Securities set out to upgrade its entire operational tech stack to a more comprehensive, agile and flexible solution. After an exhaustive search, Silver Oak chose Finity360 as its single-platform, native-Salesforce operations platform from which the firm could quickly and easily customize workflows and simplify its ability to iteratively expand and scale over time.

Silver Oak expects its rollout of Finity360 to significantly improve efficiencies – from advisor recruitment, licensing and onboarding to client onboarding and account management – and integrate seamlessly with all its other platforms and partners while eliminating the need for its advisors to maintain their own IT function.

Billy Hopkins, President of Silver Oak Securities, said: "Arcus Partners' Finity360 is by far the most unique platform in the industry in terms of openness and flexibility, as is the team's knowledge and expertise of wealth management operations and compliance. With Finity360, we'll have that one consistent experience we've been seeking while allowing us to be creative and flexible in how and when we release new capabilities over time. As technology progresses, our ability to maneuver quickly and easily will be difficult for others to match, and we look forward to the many new and innovative ways we can take our tech stack to the next level with Finity360."

Gerry Murphy, CEO of Arcus Partners, said: "Long gone are the days of legacy tech stacks that struggle to change easily or quickly to meet firms' evolving needs. Technology is truly becoming the new advisor recruiting tool, and Finity360 is meeting that moment with one platform and one experience that fulfills firms' one true vision for agility, efficiency and adaptability. Finity360 lets firms confidently invest in a future-proof tech stack that offers both a broad and deep approach enabling them to scale and flex to business growth and shifts in process workflows and regulations."

About Silver Oak Securities, Inc.

Silver Oak Securities, Inc. is an independent, full-service broker-dealer and SEC Registered Investment Advisor focused on serving the needs of independent wealth advisors who foster strong, trusted relationships with their clients. The firm is a member of the Financial Industry Regulatory Authority (www.finra.org) and the Securities Investors Protection Corporation (www.sipc.org). Founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years, Silver Oak is based in the heart of the southern U.S. Our corporate headquarters is located in Jackson, TN, between Nashville and Memphis. For more information, visit https://silveroaksecurities.com/.

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 https://arcuspartners.com and https://finity360.com.

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

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