A Friend in the Business

Being a trust professional is all about relationships; taking the time to listen, consult, advise and guide. It’s true for you, and it’s true for us. 

We forge relationships with clients. You talk, we listen. And we build software solutions that meet your needs today, and anticipate what you’ll need tomorrow. As you grow, we grow right alongside you, and support you.

Listen. Learn. Make it Better.

Unlike others, we never view our software as a finished product. It has to evolve with your needs.

That was true in 1992, when our innovative spirit led us to developing the trust industry’s first Windows-based, automated performance management system. It was true five years later when we introduced real-time trust accounting software. And again when we launched our subsidiary, Retirement Direct, a smart employee benefit (401(k)/PSP) recordkeeping solution.

Since then, we’ve continued to enhance our products and services with input from the people who use them everyday. Big improvements, small tweaks, and everything in between — all designed to enable trust professionals to focus more on their clients.

From the ground up. That’s how we’ve built our company. It’s how we build our software. And it’s how we build each relationship with our clients. 

Trusted Focus

Committed relationships and a spirit of innovation have helped us build the best all-around trust accounting software in the market. It’s efficient, robust, scalable, and modular.

Infovisa is privately owned by a family-owned bank holding company that serves finanical clients all across the country. Our national headquarters are in Cornelius, North Carolina, and we have offices in Denver, Colorado and Lincoln, Nebraska. Today Infovisa serves more than 165 clients nationwide. We proudly do not offshore any jobs — our development and our associates are all 100% U.S.-based.

That’s who we are, and what we do. If you’re ready to put our Trusted Focus to work for you, we’d love to chat. 


Leadership

Michael S. Dinges
Michael S. Dinges
President & CEO

Mr. Dinges has been a member of the Infovisa team since 1995 and has been president since 2001. Mike attained his undergraduate degree in business with an emphasis in accounting from the University of Nebraska – Lincoln. Prior to joining Infovisa, he was an internal auditor at Union Bank & Trust Company, an affiliate of Infovisa. Mike also serves on the board of Retirement Direct, an Infovisa subsidiary, which provides TPA services to banks and independent trust companies.

Tim Steward
Tim Steward
Chief Information Security Officer

Mr. Steward has been a member of the Infovisa team since 1994. Tim is responsible for datacenter operations and information security, as well as providing architecture oversight for new software products. He is the system architect of the MAUI system and the designer of Infovisa’s datacenter operations. Prior to joining Infovisa, Tim worked at Electronic Data Systems as a developer and architect. He received his undergraduate degree in math and computer science from Western Washington University.

Angela M. Gorman
Angela M. Gorman
Vice President – Product Services

Ms. Gorman oversees Infovisa’s client support, testing, data conversion, and implementation functions. Angela began her career at Infovisa in the implementation team where she performed training and data conversions for new clients. She then went to work in the trust technology groups at Wachovia and Wells Fargo, before returning to Infovisa. Angela received her undergraduate degree in Management Information Systems from Penn State, Erie.

Jeff Carlisle
Jeff Carlisle
National Sales Executive

Mr. Carlisle joined the Infovisa team in 2005. Jeff is responsible for selling Infovisa’s products and services to new customers. Jeff’s more than 30 years of trust experience began as a trust operations officer at The Century First National Bank in St. Petersburg, FL. From there, he went on to spend more than 20 years working for other trust system providers. Jeff received his undergraduate degree in business with an emphasis in finance from The Florida State University.

Christy Beatty
Christy Beatty
Vice President – Development

Ms. Beatty joined the Infovisa team in 1994. Christy is the lead developer on MAUI and manages the MAUI development team. Prior to joining Infovisa, she worked at Huntingdon Chen-Northern Engineering and Environmental. Christy received her undergraduate degree in mathematics with an emphasis in computer science and a minor in electrical engineering from the Colorado School of Mines.

Jim Greenwood
Jim Greenwood
Vice President – Development

Mr. Greenwood joined the Infovisa team in 1994. Jim manages Infovisa’s web development team. He has more than 25 years working for Infovisa and its affiliated companies. Prior to joining the Infovisa team, Jim worked at Electronic Data Systems as a software developer. He holds an M.S. in mathematics with an emphasis in computer science from the Colorado School of Mines.