Cheetah News
From CrossFit coaching to climbing Kilimanjaro, Trent Seed is no stranger to a challenge — and that mindset carries through in his professional life, too.
Trust departments are often treated as a necessary but unprofitable part of a bank’s offering.
But what if the lack of profitability isn’t a given? What if it’s the result of internal habits and outdated assumptions?
Banks tend to have good reputations and great brand equity in the markets they serve, Stone said. So how can they leverage those advantages to convert depository clients to wealth management customers?
In a recent economic webinar hosted by Cheetah, AssetMark’s Chief Investment Officer Christian Chan and Chief Market Strategist Kezia Samuel helped make sense of the current landscape—and points toward practical steps investors can take to stay steady and strategic.
Bath Savings Trust Company, a subsidiary of Bath Savings Institution, has a rich legacy as the third oldest bank in Maine, established in 1852. In
The Honesdale National Bank, a long-standing community financial institution in Pennsylvania with over a century of trust services expertise, partnered with Cheetah personnel to optimize
The reality is clear—many firms are struggling to connect with younger heirs, and traditional engagement strategies are falling short. To stay ahead, advisors must rethink how they build relationships, deliver services, and integrate technology. The firms that fail to evolve risk losing assets and relevance in an industry undergoing pivotal change.
MUNCIE, Ind., April 1, 2025 – Inc. today revealed that Accutech Systems Corp. earned a spot on its fifth annual Inc. Regionals: Midwest list.
The list highlights the fastest-growing private companies in the Midwest, which includes Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, and Wisconsin.
With a deep background in trust and wealth management operations and a passion for helping others, she’s uniquely equipped to lead the back-office outsourcing services that Cheetah provides to banks and trust companies. In this Q&A, Erin shares her journey, vision, and the personal resilience that continues to fuel her professional drive.