Business intelligence and data analytics
Make better decisions for your wealth organization with data
Harness the power of data
Cheetah’s business intelligence (BI) capabilities give you accurate and actionable insights into how your business is performing across key indicators. Evaluate your business’ market position, analyze productivity and revenue streams, and make better decisions with visual representations of your business’ performance.
Drive growth by gaining a clearer understanding of the trends that power your trust business.
A single source of truth for your business
Clearly visualize trends
Understand the trends that power your business with an easy-to-use system that produces graphs, charts, and visual renderings of your data.
Pull raw data from the source
Choose from a variety of categories and filters to see specific data related to:
- Transactions
- Fee analysis and revenue
- Contributions and distributions
- Account market value
- Portfolio and investments
- System usage
Streamline reporting
Always know what’s happening in your business by automating analyses and easily exporting account data.
- Automate analysis processes and pull reports proactively
- Analyze fee revenue
- Monitor account activity
Hear from other trust companies
Cheetah was exactly what I was looking for. I needed something intuitive, forward thinking and organized, and I wasn’t seeing that in other systems."
Amy Barber
Trust Fiduciary and Compliance Manager, Central National Bank