Cheetah Artificial Intelligence
Augmenting Your Expertise
Empowering your team's decisions.
Cheetah Artificial Intelligence
Cheetah’s artificial intelligence (AI) brings practical, purpose-built intelligence to trust and wealth management operations — reducing document review from hours to minutes and turning data requests into instant reports. Your team stays in control at every step.
Minutes
vs. hours or days for trust document review
of AI output is reviewable and editable before use
of trust & wealth expertise behind every feature
institutions rely on Cheetah every day
AI Trust Document Analysis
From hefty documents to actionable data — in minutes.
Upload a trust document — or an entire set including amendments — and Cheetah AI reads every page, extracts the data that matters, and surfaces what needs your attention. Your team reviews, edits, and confirms. Nothing moves forward until you say so.
- Extracts key parties, beneficiaries, fiduciary roles, assets, key dates, fee structures, and special provisions
- Handles amendments intelligently — overridden provisions are replaced automatically
- Flags risk factors, compliance gaps, and missing provisions before they become problems
- Cites every finding with a traceable link to the exact location in the source document
- Supports text-based PDFs, image-based PDFs, and scanned documents
Hours of document review, compressed to minutes. Your trust officers spend their time where it matters: your clients.
Cheetah Insights AI Query Builder
Ask for the data you need — the way you would actually say it.
Cheetah Insights already gives you powerful reporting. The AI Query Builder makes it effortless. Type what you need in plain English — the AI builds the query, selects the fields, and applies the filters. No technical expertise required. No bottlenecks.
- Describe your report in plain language — fields, filters, sorting, date ranges — and get results instantly
- Refine conversationally: add a filter, change a date range, adjust the output — all in the same session
- Full transparency: review the generated query before running it
- Export to CSV, Excel, or JSON; schedule for recurring delivery
- Accessed inside the Query Builder you already use — no new system, no new login
Any report, any data point — in seconds. Your whole team can access the data they need without waiting on anyone.
AI that works the way trust professionals work.
Not AI for its own sake. AI that solves the problems your team faces every day — with your oversight built in at every step.
You're always the pilot.
Every AI output is presented for your review. Editable, traceable, and auditable — nothing is final until your team approves it.
Built for trust. Not borrowed from tech.
Designed specifically for trust and wealth management operations — not a generic AI tool applied to your industry. 35+ years of expertise in every feature.
More capacity. Same team.
The trust industry is facing a talent shortage and rising workloads. Cheetah AI gives your team the bandwidth to focus on relationships, judgment, and growth.
Your data stays yours. Always.
Private infrastructure
AI runs on private enterprise servers — no connection to external AI provider systems.
No third-party sharing
Your data is never shared with outside parties. We never use client data to train models.
Full traceability
Every AI output includes a clear source. No black box. No unexplained results.
Role-based access
AI features follow Cheetah’s standard access controls. Off by default. Activated on your terms.
Ready to see it in action?
Cheetah AI is available now. Reach out to your Relationship Manager to activate access, or contact us directly.