Cheetah News
Five ways trust and wealth managers can improve the client experience
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.
Passionate about her clients and her community
“I love when a client recognizes that there is something they can change that will make their life easier. Seeing our clients be successful is almost addictive.” – Wealth Management Consultant Iris Lewis-Beasley.
Get a sneak-peek look at sessions for The Hunt 2023
The best hunts have great guides to lead them. And we’ve booked some of the best experts in the field to help you navigate the trust and wealth management landscape during The Hunt, Nov. 14-17, in Greenville, South Carolina.
Technology doesn’t replace relationship building, it enhances it
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.
When — and when not — to hire a software consultant
Technology consultants help companies determine which enterprise software programs to buy for their workforce. They gather information, engage vendors, and make recommendations. And within this niche of consultants there is an even smaller niche for those who specialize in financial and banking software.
What is an API?
What matters most to you is AUM. But software providers keep talking about API, and you’ve worn out Google trying to figure out what those three letters really mean. Let us interpret.
Cheetah’s John Watts: The industry and our company are at an inflection point
In summer 2022, Cheetah Inc. hired veteran fintech executive John Watts to lead the company’s trust and wealth management business unit. As the unit’s managing director, Watts is responsible for the company’s flagship product, Cheetah software.
How secure is cloud computing?
Companies that are concerned about the security should look to the cloud. Cloud-based providers like AWS, Google, and Microsoft have the industry’s leading security systems protecting millions of their customers around the world.
What do wealth management and baseball have in common?
More than 20 years ago, Oakland Athletics general manager Billy Beane famously applied “sabermetrics”, or baseball-specific statistical analysis, to his player evaluation and decision-making process.