List of Accutech Cheetah PORTAL Customers
Muncie, 47305, IN,
United States
Since 2010, our global team of researchers has been studying Accutech Cheetah PORTAL 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 PORTAL for CRM and Investor Relationship Management 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 PORTAL for CRM and Investor Relationship Management include: First State Bank - Gainesville, TX, a United States based Banking and Financial Services organisation with 56 employees and revenues of $8.0 million, IconTrust, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million, Rollstone Bank & Trust, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Accutech Cheetah PORTAL, 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 PORTAL 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 PORTAL | CRM and Investor Relationship Management | 2024 | n/a |
In 2024 First State Bank implemented Accutech Cheetah PORTAL integrated with AssetMark to support its trust and wealth management operations. The Accutech Cheetah PORTAL serves as the bank's Client portal / account-access layer and was introduced to accelerate onboarding and improve client experience.
Implementation focused on client-access capabilities including real-time account opening workflows and investor-relationship workflows, together with CRM-oriented account access interfaces that surface trust account information to clients and advisors. Configuration work emphasized role-based access, secure document delivery, and automated account provisioning consistent with Client portal / account-access functional expectations.
The deployment included an explicit integration with AssetMark to synchronize investment account data and support advisor facing reporting and client statements, using secure data feeds and interface orchestration to maintain account consistency. Operational coverage centered on the bank's trust and wealth management functions headquartered in Gainesville, Texas, and touched client service and trust operations teams responsible for onboarding and ongoing client relationship management.
Go-live occurred in January 2024, accompanied by process alignment between trust operations and client service teams to govern portal access, client onboarding workflows, and data reconciliation. The bank reported faster onboarding and improved client experience as direct outcomes of the Accutech Cheetah PORTAL implementation.
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IconTrust | Banking and Financial Services | 10 | $2M | United States | Accutech Systems | Accutech Cheetah PORTAL | CRM and Investor Relationship Management | 2020 | n/a |
In 2020, IconTrust implemented Accutech Cheetah PORTAL as a Trust & Wealth Management application to establish a lean trust administration business in Nevada. The deployment positioned Accutech Cheetah PORTAL as the primary platform for client-facing access and core trust operations, supporting onboarding and ongoing fiduciary account administration.
The implementation focused on client account access, CRM, and investor relationship management functionality, reflecting Cheetah PORTAL client-portal capabilities. Functional configurations emphasized account-level visibility, client portal access for investors, trust administration workflows, and CRM-driven relationship tracking to support day-to-day trust servicing.
Operational scope covered IconTrust’s Nevada trust administration operations and scaled rapidly, reaching approximately 1,300 accounts and roughly $3 billion in assets under management within three years. Client portal and CRM usage for account access and investor relationship management is inferred from Accutech Cheetah PORTAL materials and from IconTrust’s website which links to a client portal, indicating the engagement covered those business functions.
Governance and workflow alignment centered on platform-driven processes to maintain lean operational staffing while centralizing client interactions and account recordkeeping in Accutech Cheetah PORTAL. IconTrust Accutech Cheetah PORTAL Trust & Wealth Management supported the firm’s core business functions of trust administration, client servicing, and investor relationship management.
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Rollstone Bank & Trust | Banking and Financial Services | 10 | $1M | United States | Accutech Systems | Accutech Cheetah PORTAL | CRM and Investor Relationship Management | 2019 | n/a |
In March 2019, Rollstone Bank & Trust deployed Accutech Cheetah PORTAL as a CRM and Investor Relationship Management application to provide immediate client account access and consolidate front-office relationship workflows. The deployment combined client-portal and CRM modules with trust accounting services provided by Cheetah, and included integration with outsourced back-office processing through Cheetah BPO. Rollstone Bank & Trust Accutech Cheetah PORTAL CRM and Investor Relationship Management targeted client onboarding, account access, and relationship management workflows for the bank's private client base in the United States, aligning portal self-service with third-party operations to limit internal overhead. The implementation scope reflected a small community bank profile, pairing a lightweight front-office application with outsourced processing to maintain a compact internal team.
Functional capabilities implemented included CRM contact and pipeline management, client portal account views, and trust accounting linkage to support fiduciary reporting and reconciliation. Operational coverage paired the Accutech Cheetah PORTAL client-portal layer with outsourced back-office workflows from Cheetah BPO, centralizing customer access while offloading transaction processing and trust accounting tasks. Governance adjustments established a hybrid model routing client interactions through the portal and delegating processing governance to the BPO, changing workflow ownership between front-office staff and the outsourced provider. Vendor case study reported approximately 21 percent account growth and approximately 45 percent growth in assets under management, outcomes achieved while avoiding increases in overhead.
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Buyer Intent: Companies Evaluating Accutech Cheetah PORTAL
- Wealth Access, a United States based Professional Services organization with 10 Employees
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