Cheetah News
Wealth management and bank trust: A powerful combination for the evolving financial landscape
Wealth management is no longer just an additional service provided by bank trusts; it’s becoming the central pillar of their value proposition. This integrated approach caters to the growing demand for comprehensive financial guidance, encompassing wealth creation, preservation, and distribution.
GROWTH: How IconTrust smashed its pro forma goals with Cheetah
Nevada-based IconTrust opened in Fall 2020 with a strategy to deliver premier customer service and do it affordably. With Cheetah on its side, IconTrust has grown from $0 AUM to $3B AUM in just three years.
Getting to know Tori Taylor
If you’ve attended any of our Fast Tracks client webinars, you’ve met Cheetah product marketer Tori Taylor. Her on-camera presence might seem effortless, but it’s the result of years of hard work, a passion for helping people, and a little Disney magic.
Report: Productivity-boosting tech is key to growth in wealth management
Finding a way to serve next-generation wealth management clients in a way that is cost-effective and labor-effective for your organization is the fastest way to make them profitable.
And the best way you to unlock this new growth opportunity is through better technology.
What you need to know about the T+1 settlement cycle
The T+1 settlement cycle change will take place on May 28, 2024. Be proactive and get prepared with these helpful tips.
Outsource your statements to our newest partner, RevSpring
Cheetah clients have a new option for statement services. RevSpring joined forces with Cheetah at the end of 2023. RevSpring is a national leader in financial communications and payment solutions, with high-volume capabilities. The company delivers millions of communications every day on behalf of their clients nationwide.
Legacy providers are masking 1950s technology—Cheetah is different
The reason for banking and financial services’ dependence on outdated programming languages and mainframe technologies vary, but it mostly comes down to an “if-it-ain’t-broke-don’t-fix-it” mentality.
Getting to know Paul Addington
At Cheetah, Paul is a Business Process Outsourcing Specialist, and on the weekends, he is a musician, playing piano and guitar at New Life Presbyterian Church, in Yorktown, Indiana. Paul holds a degree in Intercultural Studies from Olivet Nazarene University in Illinois.
Facing a talent shortage? Cheetah BPO is here for you.
Cheetah’s Business Process Outsourcing division provides full-service back-office operations to trust departments who also use the Cheetah trust accounting and wealth management platform. Outsourcing back-office operations to Cheetah allows trusts and trust departments to focus their time and resources on relationship-building and business development.