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
See the challenges.
Spot the opportunities.
Trust and wealth management isn’t what it used to be. Technology, talent, and client expectations are shifting fast, and sticking to the same old approach won’t cut it. Outpace: A Guide to Navigating Today’s Challenges of Trust and Wealth Management breaks down what’s happening and how firms like yours can move faster, work smarter, and stay ahead of the competition.
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