Charles Carroll Financial Partners, which manages over $30 million in assets, selected the ViziApps online tool over other mobile development solutions because of its simple, straightforward design process. The iPad app Charles Carroll created with ViziApps eliminates the need to carry a large set of documents to client meetings. In this way, it has streamlined business processes to the point where employees no longer rely on a paper-based approach to opening and closing discretionary management accounts.

“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, Charles Carroll CEO. “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.”

Watch a video where Bill Hayes explains why he selected ViziApps.

“At one point, we actually tried to hire a development team to work on this project,” said Hayes. “Given the high costs and long time-to-market of their approach, we sought another option to help us implement our mobility strategy. With ViziApps, the ability for us to create our custom app, without having sophisticated development skills, was huge. We were able to accomplish exactly what we wanted in a constructive way during the build-out because we, and not an outside development team, controlled that process.”

  • Using ViziApps, Charles Carroll was able to quickly create and publish their iPad app without the need for coding.
  • The company was able to test and can upgrade their app for free; they only pay a modest publishing fee once published.
  • With ViziApps, the app accesses data from Google Docs, and the necessary security and redundancy measures are provided to meet data protection compliance requirements

“More and more businesses are realizing how easy it is to create, publish, and update powerful mobile apps using ViziApps, where they have direct control over the entire process,” said George Adams, Co-Founder and CEO, ViziApps. “Using ViziApps, financial services firms and other organizations can now create their own branded iPad apps to access business forms, brochures, client lists, videos and other data resources to make highly visual presentations, wherever their meetings take place.”

Thousands of users are now utilizing the ViziApps platform, with its drag-and-drop approach to creating mobile apps that include enterprise-class data management capabilities not available with any other solution. ViziApps 2.0 features powerful data management capabilities for accessing and managing information stored in Google Docs spreadsheets for use in both native mobile and web apps. ViziApps also supports accessing and managing information stored in SQL databases and other backend resources via web services for native mobile apps.