Cheetah News
At the Hunt, Marine veteran Josh Bleill will emphasize how strong core values plus a supportive community plus the right technology can fuel positive change. After all, that’s the equation that helped him rebuild his life and become an inspiration for thousands of others to find the courage to shift toward a brighter future.
Accutech Systems Corp. is growing faster than 99.93 percent of privately owned companies in the United States, according to a recent announcement from Inc. magazine.
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.
“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.
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.
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.
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 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.
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.