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Navigating Liquidity & Risk: Deposit Optimization Strategies for Trust & Wealth Clients

Webinar Details

Date: Time: Duration: ~60 minutes Platform: Cheetah

Webinar Oveview

In today’s volatile rate environment and evolving regulatory landscape, trust companies and wealth managers are increasingly focused on optimizing liquidity, managing risk, and enhancing client service.

Join us for a one-hour session with Cheetah and R&T Deposit Solutions, where we’ll explore the latest trends in the cash and deposit markets, use cases tailored to trust and fiduciary accounts, and how Cheetah’s integration with R&T empowers your institution to deliver differentiated value to clients.

Agenda

  • Welcome & Introduction
  • Market Trends & Liquidity Landscape
  • Optimizing Deposit Strategies with R&T Solutions
  • Cheetah and R&T Partnership: How it Works
  • Q&A

Who Should Attend

This webinar is ideal for CIOs, trust officers, and operations leaders looking to deepen their understanding of the modern deposit landscape and how technology-enabled solutions can streamline fiduciary cash management.

Event Speakers

Jack Giannini

VP of Product Management for CDMX

Steve Spino

SVP, Deposit Funding Specialist

Brandon Jeffress

Chief Revenue Officer, Cheetah

Registration

Register Now