ViziApps said Charles Carroll Financial Advisors selected ViziApps over other tools because of its straightforward design process.
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That process eases mobile app development while providing sophisticated options for creating rich mobile apps, claims ViziApps.
By eliminating the need to carry a large set of documents to client meetings, the iPad app has streamlined business processes to the point where the firm’s employees no longer have to rely on a paper-based approach to opening and closing discretionary management accounts, ViziApps added.
"The iPad app that we created with ViziApps has added value and depth to the services we provide to our client base," said Bill Hayes, CEO, Charles Carroll Financial Partners.
"Not only does this app give us a more professional appearance, it also helps us do business faster and affords us control over who has access to the accounts and documentation necessary in our line of work," Hayes said.
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