Cheetah
From unknown to unmistakable
THE STORY
Cheetah is one of the most modern trust accounting and wealth management platforms in the industry, serving hundreds of financial institutions nationwide. But outside its client base, few knew the name. Up against SEI, FIS, and Black Diamond, Cheetah had the better story but not the megaphone.
“We had the product, we had the narrative, and we had our ideas. We just didn’t have a way to put all these together to really make the Cheetah brand come alive.”
— DAN WRIGHT, COO, CHEETAH
THE OPPORTUNITY
A brand named Cheetah begs for bold creative, but like many of the trust teams it serves, Cheetah was running lean. So, it set out to build a brand as distinctive as its technology, with help from Intersection.
THE PLAYBOOK
Brand Identity
A bold orange-and-black identity featuring real cheetahs, developed with input from Cheetah’s leadership as part of its 2023 rebrand.
Website + Messaging
Cheetah rebuilt its website to turn complex technology into clear, approachable language for its trust and wealth audiences.
Content Strategy
Consistent and strategic content pieces telling the Cheetah story—from blogs and social media posts to long-form content and lead generation efforts.
THE ACTION
Brand Experience
New logo, conference materials, and merchandise that stand out at every industry event.
Digital, Content + Direct Mail
Blogs, videos, guidebooks, social media, digital ads and targeted mail that lifted digital performance and opened conversations.
PR + Media
Press releases and vendor partnerships that extended Cheetah’s reach across the industry.
THE IMPACT
Lead Generation
Steady growth
in client leads
Brand Awareness
Recognized across
the trust industry
Competitive Edge
Going head-to-head with the industry’s biggest names
121%
INCREASE IN EARLY-FUNNEL LEADS
170%
INCREASE IN ONLINE FORM SUBMISSIONS
3.57%
ENGAGEMENT RATE FOR NEW ACCOUNT-BASED DIRECT MAIL INITIATIVE
18%
ENGAGEMENT RATE FOR NEW ACCOUNT-BASED DIRECT MAIL INITIATIVE
57%
INCREASE IN REVENUE
43%
INCREASE IN ATTENDEES AT “THE HUNT” - CHEETAH’S ANNUAL CLIENT CONFERENCE
“There was a time when no one knew our name. Now if you don’t, you’re living under a rock. Intersection has solved that problem big time.”
— BRANDON JEFFRESS, CHIEF REVENUE OFFICER, CHEETAH
Today, Cheetah keeps moving fast, with Intersection as its marketing team, guiding brand, content, and campaigns.