List of Accutech Cheetah INSIGHTS Customers
Muncie, 47305, IN,
United States
Since 2010, our global team of researchers has been studying Accutech Cheetah INSIGHTS 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 INSIGHTS for Investment Research and Market Intelligence 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 INSIGHTS for Investment Research and Market Intelligence include: National Exchange Bank & Trust, a United States based Banking and Financial Services organisation with 200 employees and revenues of $30.0 million, The Morton Community Bank, a United States based Banking and Financial Services organisation with 132 employees and revenues of $13.0 million, First State Bank - Gainesville, TX, a United States based Banking and Financial Services organisation with 56 employees and revenues of $8.0 million and many others.
Contact us if you need a completed and verified list of companies using Accutech Cheetah INSIGHTS, 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 INSIGHTS 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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First State Bank - Gainesville, TX | Banking and Financial Services | 56 | $8M | United States | Accutech Systems | Accutech Cheetah INSIGHTS | Investment Research and Market Intelligence | 2024 | n/a |
In 2024, First State Bank in Gainesville, Texas converted its trust business to Accutech Cheetah INSIGHTS and adopted the Cheetah + AssetMark unified Wealth Management solution, moving trust and private client workflows onto the new platform. The initiative centered on operationalizing investment onboarding and account opening processes for the bank's trust business, bringing explicit focus to investment analytics and reconciliation reduction within its wealth services.
Accutech Cheetah INSIGHTS was configured to centralize investment analytics and to support investment onboarding workflows, including automated account setup and reconciliation controls. Functional capabilities implemented include portfolio accounting visibility, advisor and client reporting dashboards, and workflow-driven reconciliation to reduce manual interventions.
The deployment integrated the Cheetah platform with AssetMark to create a unified wealth-management fabric that aligns custody, investment model data, and advisor-facing interfaces with trust operations. Integration-driven insights were applied to reconcile positions and accelerate account conversion, with data flows established between Cheetah INSIGHTS and AssetMark as the primary integration link.
Governance and operational scope covered trust operations, investment operations, and client services within the bank, with process redesign to speed new account openings and minimize reconciliation touchpoints. Outcomes called out in the case study include improved investment onboarding, reduced reconciliations, and accelerated new account openings, and use of Accutech Cheetah INSIGHTS for market and investment intelligence is inferred from the implementation focus on analytics.
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National Exchange Bank & Trust | Banking and Financial Services | 200 | $30M | United States | Accutech Systems | Accutech Cheetah INSIGHTS | Investment Research and Market Intelligence | 2022 | n/a |
In 2022 National Exchange Bank & Trust implemented Accutech Cheetah INSIGHTS to consolidate accounting, trading, and reporting into a single platform. The project served a Wisconsin regional bank with approximately 200 employees and targeted unifying front-to-back workflows for investment operations and back-office accounting.
Accutech Cheetah INSIGHTS was configured to centralize trade capture, position accounting, and consolidated reporting, with reporting and analytics functionality inferred as part of the Cheetah INSIGHTS deployment to enable business intelligence across investment and finance functions. The implementation emphasized unified reporting and standardized data models to reduce manual reconciliation and support scalable operations.
Integrations were implemented with AssetMark using bi-directional APIs to synchronize account data, holdings, and transaction records, enabling automated data flows between custody and the bank platform. Operational coverage extended across trading, accounting, and reporting processes, and the platform functioned as the primary source for consolidated statements and operational reporting.
Governance workstreams instituted standardized reporting templates and data controls to support the single-platform architecture, and the rollout prioritized incremental consolidation of accounting and trading feeds. The bank cited operational efficiency and improved business-intelligence capabilities as primary objectives of the Accutech Cheetah INSIGHTS deployment.
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The Morton Community Bank | Banking and Financial Services | 132 | $13M | United States | Accutech Systems | Accutech Cheetah INSIGHTS | Investment Research and Market Intelligence | 2018 | n/a |
In 2018, The Morton Community Bank implemented Accutech Cheetah INSIGHTS to modernize its Trust & Wealth Management operations in Central Illinois. The Morton Community Bank deployed Accutech Cheetah INSIGHTS as a web-based analytics and reporting platform, emphasizing business-intelligence dashboards and workflow-driven process automation to support trust administration and wealth advisory functions.
Implementation centered on configurable dashboards, reporting engines, and web-based workflows, with functional emphasis on client reporting, performance analytics, and operational task orchestration inferred from the case study focus on BI and reporting. The Accutech Cheetah INSIGHTS deployment concentrated on visualizations and scheduled reports to deliver consolidated portfolio views and exception-based task lists for advisors and trust officers.
Operational rollout targeted trust and wealth management teams across Central Illinois, instituting workflow standardization and dashboard-driven oversight to streamline processes. The case study highlights that use of Accutech Cheetah INSIGHTS supported a 3.5x growth in assets under management, linking analytics and process streamlining to measurable AUM expansion.
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Buyer Intent: Companies Evaluating Accutech Cheetah INSIGHTS
- NextRow Digital, a United States based Professional Services organization with 150 Employees
- FB Financial Corporation, a United States based Banking and Financial Services company with 1490 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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