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 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.
Ephrata National Bank (ENB) converted from an aging trust platform to the innovative Cheetah platform on time and without a hitch, according to Danielle Beck, Group Vice President, Managing Director of Trust Services.
“Milestones were met. Deadlines were met,” Beck said. “With Cheetah you have a great partner in the conversion journey.”
The story of Ephrata National Bank
ENB has served southeastern Pennsylvania since 1881 and provides full-service solutions for wealth management. The bank has nearly a century of experience handling a variety of trusts that meet a wide range of family, financial, tax, charitable, and asset management needs.
Why ENB chose Cheetah
ENB chose Cheetah because the bank felt that having the best and most efficient technology would give them a competitive edge against other trust providers in the area. Beck described Cheetah as the “Cadillac” of trust systems.
“Cheetah delivers a beautiful user experience,” she said. “But it also has a lot of the functions we were looking for. We wanted everything in one system.”
According to Beck, ENB also respected Cheetah’s reputation and appreciated the company’s commitment to giving back to its community, just like ENB does.
The Cheetah way
ENB needed the conversion done on time the right way, and they chose the perfect partner.
Cheetah has invested in a team and a repeatable process for implementations that focuses on client success and satisfaction. Cheetah outpaces legacy providers on conversions by a ratio of 6-to-1. Cheetah has converted clients from all major trust platforms. The average number of service tickets at the end of a Cheetah “go-live” week is less than three, a surprisingly small number given the scope of a conversion.
Four employees from ENB and a specialized Cheetah team made up of experts across project management, trust consultants and data engineers worked together to execute the conversion.
“Cheetah asked all the right questions,” Beck said. “They got to know us.”
The results – “A piece of cake”
Beck praised the Cheetah team for being clear about timelines, requirements, and expectations, and for providing excellent advice and consultation. The Cheetah team helped set up approvals and reports for investments and disbursements to accommodate some unique workflows in ENB’s operations.
The conversion came in on time, and it set the tone for a great new working relationship with Cheetah.
“Cheetah is going to walk you through every step,” Beck said. “Yes, there is work to do. But if you put that work in and work with Cheetah, you can trust that they will put the right people on tasks. By the time you get to your conversion it should be a piece of cake, and it was for us.”
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You don’t have to fear conversions. With Cheetah, you’ll work directly with a project manager who is certified through the Project Management Institute and with a team that is committed to your satisfaction and success.
