Outsource your statements to our newest partner, RevSpring
Cheetah clients have a new option for statement services. RevSpring joined forces with Cheetah at the end of 2023. RevSpring is a national leader in financial communications and payment solutions, with high-volume capabilities. The company delivers millions of communications every day on behalf of their clients nationwide.
Legacy providers are masking 1950s technology—Cheetah is different
The reason for banking and financial services’ dependence on outdated programming languages and mainframe technologies vary, but it mostly comes down to an “if-it-ain’t-broke-don’t-fix-it” mentality.
Getting to know Paul Addington
At Cheetah, Paul is a Business Process Outsourcing Specialist, and on the weekends, he is a musician, playing piano and guitar at New Life Presbyterian Church, in Yorktown, Indiana. Paul holds a degree in Intercultural Studies from Olivet Nazarene University in Illinois.
Facing a talent shortage? Cheetah BPO is here for you.
Cheetah’s Business Process Outsourcing division provides full-service back-office operations to trust departments who also use the Cheetah trust accounting and wealth management platform. Outsourcing back-office operations to Cheetah allows trusts and trust departments to focus their time and resources on relationship-building and business development.
Cheetah is committed to smooth conversions, and our certifications prove it
If you go through a conversion to Cheetah, you’ll work directly with a project manager who is certified through the Project Management Institute. That’s because all project managers in Cheetah’s Implementation Services division now carry a Project Management Professional certification.
Future-proof your business by asking the right questions
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.
How Cheetah delivered for you in 2023
Before the year comes to a close, we want to take a moment to thank our clients for making it an incredible year. Because of your commitment to Cheetah, we were able to provide constant enhancements and new features that help meet the growing demands of your business.
Talking trust trends with Cheetah’s John Watts
In this Q&A, Cheetah Managing Director John Watts looks ahead at 2024 and the trends that are driving change in trust and wealth management. Check it out to understand the response from the financial technology world and why Cheetah is uniquely prepared for the changing marketplace.
What do ultra-marathon training and product development share in common?
“Training is a lot like prioritizing work for Cheetah development. You have to plan how to develop yourself just as you would develop a software product. And it’s not something you can just do overnight.”
Cheetah and AssetMark collaborate to address evolving bank trust and wealth management needs
Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust services and investment services with a digital ecosystem that sets both institutional wealth managers and registered investment advisors up for success.