Cheetah News
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.
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 explains how you can safeguard large sums of client cash with FDIC insurance, even if those sums exceed the FDIC limit of $250,000.