A conversion is a form of software implementation wherein a client is transitioning from one platform to another. Software conversions tend to strike fear in the hearts of managers and executives. After all, breaking up is often hard to do, but not if you have Cheetah waiting in the wings.
Headquartered in Gainesville, Texas, First State Bank implemented the new Cheetah and AssetMark unified wealth management solution in January 2024, and the results have been “powerful and compelling” according to Curtis Groves, Senior Vice President of Wealth Management & Trust.
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.
Rollstone Bank & Trust was able to invest more time in its customers by outsourcing back-office operations to Cheetah.