19 October 2017

GunnAllen Financial licenses Scherrer Resources Web Ally CRM system

10 July 2006  |  1451 views  |  0 Source: Scherrer Resources

GunnAllen Financial has selected the web-server hosted relationship management technology, Web Ally eRM, from Scherrer Resources, Inc. for its recruiting and advisor life-cycle-management team members located in differing geographic locations.

The GunnAllen Financial recruiting team has identified Scherrer Resources, Inc. and their Web Ally enterprise relationship management software (eRM) as a superior web-based relationship management technology to support its business development efforts. The benefits of using Web Ally eRM will be increased efficiency, better recruiting, faster decision-making, and reduced cost.

GunnAllen Financial selected Web Ally eRM system to support their business goals which are to enable the team members to work more closely while being in differing geographic locations using features such as interview tracking, profiling, note taking, action tracking and milestones for broker/dealer investment advisory recruiting. The technical design includes hosting a web-based solution to enable 24/7 access from all business locations with Scherrer acting as an application service provider (ASP).

"Web Ally assists our team members to improve productivity and accelerate their business development milestones," said Bradley Fay, Chief Administrative Officer and head of Business Development for GunnAllen Financial. "Its robust feature set makes Web Ally eRM a very powerful productivity tool for our recruiters, transition managers and home office employees." "The end result will be improved service, happier team members and rapid return on our IT investment."

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