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Real World Results
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Since the commencement of our relationship in 2003, the MAUI Suite has allowed us the ability to improve communications with our customers and at the same time control our costs relative to our trust accounting and reporting. We have the control, the access to necessary information and, more importantly, the flexibility to provide the highest quality reporting to our customers. Your overall system design has provided us a significant improvement over what we had previously. In addition, our experience with you and your staff has provided us a level of satisfaction that we never had with our previous provider. You and your staff are to be commended for the excellent work you are doing. Your approach to constant product improvement and user-friendly support and relationship management is outstanding. We expect to remain a satisfied Infovisa customer for a long time to come.
Richard J. Corcoran
Executive Vice President
Wealth Management Relationships
First National Bank Sioux Falls
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I want to congratulate you on an excellent client conference in Austin. I was particularly impressed with the enhancements that you are releasing this year and into the next. I continue to be impressed with your management and oversight of what has to be a difficult task of meeting the wants and desires of such a diverse clientele.
Randy Rush
President Trust Services
Integrity Bank & Trust
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Since our conversion in early 2005, we have grown our reportable asset size from 1.6 billion to 3.2 billion and number of accounts from 443 to 832, without adding staff!
The efficiencies provided by the software have given us a tremendous advantage over our previous trust accounting solution, and allows our company to remain competitive in the marketplace without incurring additional costs. We have grown our business, but not our operating expenses.
The flexibility of MAUI is realized on almost a daily basis. We could never have imagined in our previous batch-processing world how efficient it would be to process in a real-time environment. Being able to post, correct, re-allocate, suppress, even test transactions, all on the same day has given my staff the luxury of concentrating on the business of doing business, instead of learning posting short-cuts, figuring out ways to trick the system, learning computer programming, and becoming experts at "getting around the mainframe".
Theresa A. Dolan
Senior Vice President & Operations Manager
Tiedemann Trust Company
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Infovisa has been an excellent partner for the past twelve years. As our Trust Division has grown to over $9 billion in assets, Infovisa has grown along with us, changing along with our organizations, and, more importantly, our client's needs. Infovisa’s trust accounting system provides our Account Administrators and Investment Officers with up to date client data right at their fingertips. Additionally, the operational efficiencies we have realized "behind the scenes" have been measurable. I am confident that the Infovisa system possesses the technology and flexibility we need to continue to serve our clients in a rapidly evolving marketplace.
Jon Gross, CFA
Senior Vice President, Investment and Trust Division
Union Bank & Trust Company
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Infovisa, Inc. - 11120 Treynorth Drive - Cornelius, NC 28031 - Phone: (704) 892.3270 - Fax: (704) 892.7868 - salesinfo@Infovisa.com
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