Cornelius, NC (PRWEB) April 20, 2018
On the decision to select Infovisa’s offering, Roger Krabbe, Senior Vice President & Director of Wealth Management said, “It was a good decision on our part to make the conversion.” Krabbe indicated that Bank & Trust has realized greater efficiency, flexibility and control over their daily environment with the benefit of enhanced client service. Krabbe went on to say “I can now customize how I review data so that it meets my needs. It’s so nice that everyone can use the solution to complement their process, not take away from it.” Bank & Trust offers trust & investment management services to a variety of clients including foundations.
“We are excited to have Bank & Trust Company join the growing Infovisa client base”, said Mike Dinges, Infovisa’s President & CEO. “We have seen organizations like Bank & Trust Company prosper and grow by implementing our products and services. The tight integration of trust accounting, portfolio management, account review, and performance measurement along with our new Infovisa Client Portal, help bank trust departments focus on winning new business and retaining existing AUM”, Dinges went on to say.
ABOUT BANK & TRUST COMPANY
We realize that with financial success comes responsibilities as well as challenges. Bank & Trust Company has been helping successful individuals, their businesses, and their families meet such challenges for more than a century with comprehensive banking, trust, and wealth management services. Our commitment to you and your family frees you to focus on your life. The Bank & Trust Company Trust Department administers more than $130,000,000 in total assets, with investment responsibility for more than $40,000,000. Visit http://www.banktr.com
ABOUT INFOVISA
Infovisa is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Infovisa's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. Infovisa has over $120 billion in assets under administration on its trust and wealth management platform. For more information about Infovisa, visit http://www.Infovisa.com.
