List of Accutech Cheetah FLOW Customers
Muncie, 47305, IN,
United States
Since 2010, our global team of researchers has been studying Accutech Cheetah FLOW customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Accutech Cheetah FLOW for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Accutech Cheetah FLOW for Investor Onboarding include: The Morton Community Bank, a United States based Banking and Financial Services organisation with 132 employees and revenues of $13.0 million, Bath Savings Trust US, a United States based Banking and Financial Services organisation with 25 employees and revenues of $9.0 million, IconTrust, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Accutech Cheetah FLOW, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Accutech Cheetah FLOW customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bath Savings Trust US | Banking and Financial Services | 25 | $9M | United States | Accutech Systems | Accutech Cheetah FLOW | Investor Onboarding | 2019 | n/a |
In 2019 Bath Savings Trust US implemented Accutech Cheetah FLOW. Accutech Cheetah FLOW is referenced in the Apps Category and served as the platform for centralized trust operations and account processing.
The implementation focused on core functional capabilities aligned to trust administration, including account maintenance, onboarding workflows, and automated task routing consistent with Cheetah FLOW capabilities. Use of Cheetah FLOW was applied to investor onboarding workflows inferred from the case study description, and configuration work emphasized workflow orchestration, exception handling, and data capture for trust account records.
Bath Savings Trust US partnered with Cheetah BPO to outsource back-office trust operations, coupling the Accutech Cheetah FLOW platform with outsourced operational execution to accelerate onboarding and maintenance processes. Operational scope concentrated on trust operations and client services functions, with the platform and the BPO engagement handling day to day account maintenance and transaction processing tasks.
Governance activities included conversion to the Cheetah platform and coordinated process standardization with the BPO partner during the 2019 rollout, introducing documented workflows and handoff controls between in-house teams and outsourced operators. The engagement produced measurable efficiency gains and improved speed and accuracy in account processing as described in the case study, with governance and workflow restructuring centered on reducing manual touchpoints and improving operational consistency.
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IconTrust | Banking and Financial Services | 10 | $2M | United States | Accutech Systems | Accutech Cheetah FLOW | Investor Onboarding | 2020 | n/a |
In 2020, IconTrust implemented Accutech Cheetah FLOW, using the Apps Category "" to support trust and account onboarding and core operations when the independent Nevada trust company launched in Fall 2020. The implementation was scoped to enable rapid client acquisition and operational scale for a small trust provider, with Accutech Cheetah FLOW positioned as the primary system for account opening and ongoing trust workflow orchestration.
Accutech Cheetah FLOW was configured to centralize investor and account onboarding processes, inferred from the programmatic account opening and workflow improvements described in the case study. Configuration emphasized form driven account opening, workflow orchestration for multi step trust setup, automated task routing and approvals, and embedded document capture to accelerate investor onboarding and document completion.
Operational coverage focused on front office onboarding and back office trust operations, consolidating account opening, investor record management and ongoing trust processing into a single workflow platform. The deployment supported client facing operations and internal trust operations teams, standardizing the sequence of compliance checkpoints and operational handoffs that govern trust account lifecycles.
Governance changes included standardization of onboarding workflows and role based approvals to reduce manual variation in account opening and operations. The implementation delivered materially faster account openings and measurable growth, enabling IconTrust to handle in excess of 400 new accounts per year and reach approximately 3 billion dollars of assets under management.
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The Morton Community Bank | Banking and Financial Services | 132 | $13M | United States | Accutech Systems | Accutech Cheetah FLOW | Investor Onboarding | 2018 | n/a |
In 2018, The Morton Community Bank implemented Accutech Cheetah FLOW for its trust and wealth workflows in the category. The deployment targeted modernization of account servicing and client-facing processes within the bank's trust and wealth division, using Accutech Cheetah FLOW as the primary workflow and case management application.
Configuration centered on onboarding and web-based workflow capabilities, with Cheetah FLOW configured to automate account-opening steps, streamline client-facing document flows, and centralize trust account servicing tasks. The implementation incorporated rule-driven workflow orchestration and form-driven web intake to reduce manual handoffs and accelerate account access, consistent with standard Cheetah FLOW functional modules.
Operational coverage was focused on the bank's trust and wealth teams, extending to relationship management and account operations groups that handle servicing and client onboarding. The narrative indicates the system was used to simplify account-opening processes and provide faster account access through web-native workflows, improving end-to-end servicing cadence for trust clients.
Governance evolved to emphasize workflow ownership and case lifecycle controls, with process standardization around Cheetah FLOW templates and approval routing. The implementation supported faster client onboarding and simplified account opening, and it helped the bank achieve approximately 3.5x growth in trust assets under management as reported in the case study.
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