Challenge: Building for the future When Morton Community Bank, a privately owned financial institution in Central Illinois, decided to elevate its trust and wealth management
To enhance efficiency, mitigate risk, and grow their operations, Peak Trust integrated Smartleaf, a system for delivering personalized, tax-optimized portfolio management at scale, with Cheetah, a leading trust accounting system.
National Exchange Bank & Trust selected Cheetah’s trust accounting software integrated with AssetMark’s wealth management platform, a first-of-its-kind solution in the trust industry. By combining trust and investment capabilities, the bank is evolving into a competitive wealth management provider.
Bath Savings Trust Company, a subsidiary of Bath Savings Institution, has a rich legacy as the third oldest bank in Maine, established in 1852. In
The Honesdale National Bank, a long-standing community financial institution in Pennsylvania with over a century of trust services expertise, partnered with Cheetah personnel to optimize
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.