Cheetah News
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.
The T+1 settlement cycle change will take place on May 28, 2024. Be proactive and get prepared with these helpful tips.
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.
The reason for banking and financial services’ dependence on outdated programming languages and mainframe technologies vary, but it mostly comes down to an “if-it-ain’t-broke-don’t-fix-it” mentality.
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.
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.
If you go through a conversion to Cheetah, you’ll work directly with a project manager who is certified through the Project Management Institute. That’s because all project managers in Cheetah’s Implementation Services division now carry a Project Management Professional certification.
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.