Cheetah News

Wealth Management
The Great Wealth Transfer is Here. Now What?

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. 

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Erin Edwards
Leadership
Erin Edwards: Learning, leading and listening in BPO

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.

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An image of 12 Cheetahs wearing Santa Claus hats
Wealth Management
The 12 Days of Cheetah: Unwrapping the Benefits of Innovation

‘Tis the season to celebrate growth, efficiency, and client success!

Inspired by the classic “12 Days of Christmas,” we’re unwrapping 12 game-changing gifts that Cheetah delivers to trust and wealth management professionals every single day. While we won’t sing (we promise), we hope this festive breakdown brings a smile to your face.

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