First Allied Selects Scherrer’s Web Ally eRM as Part of its Advisor Relationship Management and Productivity Toolset
First Allied Securities, Inc. has selected the web-server hosted relationship management technology, Web AllyTM eRM, from Scherrer Resources, Inc. for its recruiting and advisor life-cycle-management team members located in differing geographic locations. The First Allied Securities’ 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 targeted recruiting, faster decision-making, and reduced cost.
(PRWEB) May 26, 2005 -- First Allied 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 account managers in improving their productivity and enhancing their
client services,” said Cathy Nogara, VP Business Development Officer for First
Allied Securities, Inc. “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 ROI.”
“We are working closely with the team at First
Allied Securities, Inc. in the installation of our Web AllyTM eRM application
within their business development operations,” said Jim Scherrer, President of
Scherrer Resources, Inc. “First Allied has invested heavily in new technology
and is dedicated to enhancing workforce productivity by providing powerful new
computing technology, and our goal is to leverage that technology into increased
performance, client satisfaction and advisor retention. Because First Allied has
dedicated significant resources to their business development intranet platform,
we think it’s our job to help them get the most from their
investment.”
Scherrer Resources, Inc. guides banks, broker/dealers, and
investment companies globally to greater business success by accelerating the
adoption of advances in relationship management tools. Scherrer accomplishes
this by assisting in designing, building and supporting a wide range of
knowledge-based solutions, that bring together leading-edge technology, proven
data management competence, a full range of development services and over 20
years of information technology and finance expertise. Its comprehensive, global
solutions and "Ally" brand include Customer Relationship Management (CRM) and
eBusiness applications, server and database management, dedicated Helpline
support, training, sales illustrations, and product launch services.
First Allied Securities, Inc. is a leading provider of full-service
brokerage and investment services to retail clients through
independent-contractor financial consultants and broker/dealers. It has 123 team
members and 513 contracted representatives operating in all 50 states. Advanced
Equities Financial Corp., its parent, is a progressive full-service
broker-dealer and venture capital investment bank. Advanced Equities' Financial
Services Group is one of the 20 largest independent brokerage firms in the U.S.,
with approximately 600 financial advisors providing retail brokerage services
from over 200 domestic branch locations and over $14 billion in client
assets.
Joint News Announcement from:
Scherrer Resources,
Inc., 74 Pottstown Pike, Eagle PA 19480www.WebAlly.com
First Allied
Securities, Inc., 525 B Street, San Diego, CA 92101www.FirstAllied.com
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Source: http://www.prweb.com/releases/2005/5/prweb244354.htm