SYNTHIFY stands at the ​forefront of data innovation, ​offering Wealth ​Management firms a ​comprehensive, cost-​effective, AI-enabled Data ​Lake solution that ​seamlessly integrates both ​structured and ​unstructured data

Overview

In today's rapidly evolving digital landscape, Wealth ​Management firms are inundated with a myriad of ​data types, from structured documents, files, and ​financial transactions to unstructured client ​communications and social media interactions. ​SYNTHIFY understands the importance of ​harnessing the full spectrum of data to drive ​informed decision-making and unlock actionable ​insights.

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DATA LAKE architecture

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email

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STRUCTURED DATA

files

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SYNTHIFY

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CRM

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UNSTRUCTURED DATA

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documents

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Key Features

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COMPREHENSIVE DATA ​INTEGRATION


A versatile data warehouse ​solution that seamlessly ​integrates both structured and ​unstructured data types, ​including financial transactions, ​client communications, and ​social media interactions


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ADVANCED DATA FUSION


Architecture harmonizes ​structured and unstructured ​data streams, breaking down ​traditional data silos to provide a ​unified view of a wealth ​management firm's information ​landscape.


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ACTIONABLE INTELLIGENCE ​EXTRACTION


Employs natural language ​processing (NLP), sentiment ​analysis, and machine learning ​algorithms to extract valuable ​insights from unstructured data ​sources like client ​communications and news ​articles.

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Why SYNTHIFY

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COST-EFFECTIVE


SYNTHIFY provides a cost-​effective data solution for wealth ​management firms by seamlessly ​integrating both structured and ​unstructured data types. This ​reduces the need for multiple ​expensive tools and streamlines ​data management processes, ​resulting in significant cost ​savings.


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ENHANCED DECISION MAKING


SYNTHIFY's advanced data fusion ​techniques enable wealth ​management professionals to derive ​deeper insights and uncover hidden ​trends by harmonizing structured ​and unstructured data streams. This ​empowers firms to make more ​informed decisions that drive ​tangible business outcomes, ​ultimately maximizing return on ​investment.


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SCALABLE AND FLEXIBLE


SYNTHIFY's versatile data lake ​architecture accommodates diverse ​data formats with unparalleled ​efficiency, allowing firms to scale ​their data operations as needed ​without compromising performance. ​This flexibility ensures that ​SYNTHIFY remains a sustainable ​long-term solution for evolving ​business needs.

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About

SYNTHIFY™ is an innovation of Arcus Partners™. ​Arcus is a tech-enabled Application and Services ​company dedicated to revolutionizing the way ​Wealth Management, Registered Investment ​Advisor (RIA), and broker-dealer firms operate by ​providing a comprehensive suite of Cloud-Built, ​Native Salesforce, AWS, and Generative AI-​powered fintech applications and services.

With our cutting-edge technology and deep ​industry expertise, we empower financial firms to ​optimize their Middle Office Operations and deliver ​exceptional Advisor and Client experiences.

Contact

Phone

+1 (888) 942-7287

Email

info@synthify.co

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© 2024. Arcus, Inc. SYNTHIFY is a trademark of Arcus, Inc. ​in the U.S. and other countries. Other trademarks belong ​to their respective owners.