From the Archives: Case Study Articles

Case Study

CONVERSION : How Ephrata National Bank made a seamless change to Cheetah

A Summary of Success A conversion is a form of software implementation wherein a client is transitioning from one platform to another. Software conversions tend

Curtis Groves, Senior Vice President of Wealth Management & Trust

Case Study

Cheetah + AssetMark: Two best-in-class providers joined forces, and it’s helping to pay off for a Texas bank

A first-of-its kind wealth management solution Headquartered in Gainesville, Texas, First State Bank implemented the new Cheetah and AssetMark unified wealth management solution in January

Case Study

GROWTH: How IconTrust smashed its pro forma goals with Cheetah

Nevada-based IconTrust opened in Fall 2020 with a strategy to deliver premier customer service and do it affordably. With Cheetah on its side, IconTrust has grown from $0 AUM to $3B AUM in just three years.

From the Archives: Case Study Articles

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