The gap between clients who want an in-person experience and those ready for more digital approaches can be bridged by one element that’s critical to retaining clients and generating new business: relationship building.
Before the year comes to a close, we want to take a moment to thank our clients for making it an incredible year. Because of your commitment to Cheetah, we were able to provide constant enhancements and new features that help meet the growing demands of your business.
In this Q&A, Cheetah Managing Director John Watts looks ahead at 2024 and the trends that are driving change in trust and wealth management. Check it out to understand the response from the financial technology world and why Cheetah is uniquely prepared for the changing marketplace.
“Training is a lot like prioritizing work for Cheetah development. You have to plan how to develop yourself just as you would develop a software product. And it’s not something you can just do overnight.”
Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust services and investment services with a digital ecosystem that sets both institutional wealth managers and registered investment advisors up for success.
Christian Chan is the Chief Investment Officer for AssetMark, a turnkey asset management platform, and will be speaking at the Hunt, Cheetah’s annual user conference, Nov. 14-17, in Greenville, South Carolina. His presentation, “Growth, Stimulus, and Uncertainty,” is at 11 a.m. on Wednesday, Nov. 15.
Kevin Bannerton of R&T Deposit Solutions will explain how you can safeguard large sums of client cash with FDIC insurance, even if those sums exceed the FDIC limit of $250,000. Bannerton will deliver “Benefits of Insured Deposit Programs During a Banking Crisis” at the Hunt, Cheetah’s annual user conference, Nov. 14-17, in Greenville, South Carolina.
Ryan Nauman, market strategist for Zephyr, is presenting at the Hunt, Cheetah’s national user conference, which takes place Nov. 14-17, in Greenville, South Carolina. His Investment Track session, “The Rise of Separately Managed Accounts and What is Attracting Investors,” will take place at 3:30 p.m. on Thursday, Nov. 16.