JHS Capital Advisors selects Scherrer Web Ally CRM

Source: Scherrer Resources

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

The JHS Capital Advisors 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.

JHS Capital Advisors selected Web Ally eRM system to support their business goals which are to enable the team members to work more efficiently using features such as profiling, candidate tracking, communication management, note taking, action tracking and milestones met 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 Jennifer Steinbach, Business Development and Transition Team leader for JHS Capital Advisors. "Its 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 efficiency and service."

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