Hear it From the Pros

Hear from the trust accounting professionals who rely on Infovisa’s innovative products and dedicated customer service.

Bev Dresselhouse

Bev Dresselhouse
Vice President - Trust Services
The State Bank

“Infovisa cares about their clients no matter their size. They are knowledgeable, professional and courteous — whether you are beginning the process of a conversion or have been a client for years. Infovisa continues to strive to be the best and stay a leader in their industry.”

Bev Dresselhouse
Vice President - Trust Services
The State Bank

“We have complete trust in our relationship with the people at Infovisa. If an inquiry may need more attention or a detailed explanation, they take the time to do so. Their online meetings help us ‘see’ a solution, which is invaluable. ”

Brian Schmidtberger

Brian Schmidtberger
Senior Vice President and Trust Officer
Central Bank & Trust - Hutchinson

“Specifically, the ARRM (Account Review & Risk Manager) system within MAUI has really made our world a lot easier. It’s more efficient, delivers better accountability, and everything now is date- and time-stamped.”

Brian Schmidtberger
Senior Vice President and Trust Officer
Central Bank & Trust - Hutchinson

“What you’ve got to look for is the quality of the people, the reputation of the company, and their ability to listen to what the user needs. Infovisa really does a good job of listening, and then implementing what the user needs. Their flexibility frees you up to spend more time with clients — and it frees up more time to go out and prospect more clients.”

David Depuy

David Depuy
Vice President, Client Relations Team
Baptist Foundation of Oklahoma

“The interaction that we can have now with our clients online through the use of MAUIWeb has been a big help and has provided a way for us to remain competitive in the market place for our services.”

Frank Robinson

Frank Robinson
Director of Fiduciary Services
Goulston and Storrs

“MAUI has cut down on the time I spend posting fees by 50%. We’ve recently doubled the size of our trust department, and the folks from Infovisa have been working with us from day one in making the transition as smooth as possible.”

Frank Robinson
Director of Fiduciary Services
Goulston and Storrs

“Our main reason for signing on with Infovisa was the people and the commitment they have to their product. They have exceeded our expectations with customer service that’s second to none.”

Gary Johnson

Gary Johnson
CEO
Plante Moran Trust

“Having been a member of the Infovisa family since 2006 and having grown our trust assets nearly 500% in that period of time, I can honestly say they have grown with our needs. The continual flow of improvements, new efficiencies and additional solutions have contributed greatly to our success as a trust company.”

Michelle Culbertson

Michelle Culbertson
Operations Manager
Wealth South

“With MAUI, it’s easy to navigate within and work with the data. One of the greatest benefits for Operations is the real-time posting. Real-time posting allows us to see how transactions impact accounts immediately. And customizing views on the grid saves me quite a bit of time.”

Michelle Culbertson
Operations Manager
Wealth South

“Their annual conference provides wonderful opportunities for users to meet with the partners/vendors, other users, and also for the users to meet with and speak face-to-face with the Infovisa support staff. The session speakers and Infovisa’s instruction provide a great forum.”

Pages