Reviews and Testimonials

IFS Securities, Inc. Selects Recruiter’s Ally

IFS Securities, Inc., a subsidiary of IFS Securities Financial Corp. (NYSE: SF), has identified Scherrer Resources, Inc. and their Recruiter’s Ally applicant tracking system software (ATS) as a superior web-based relationship management technology to support its business development efforts.  The benefits of using Recruiter’s Ally will be increased efficiency, better targeted recruiting, faster decision-making, and reduced cost.

IFS Securities, Inc. selected Recruiter’s Ally ATS system to support their business goals which are to enable team members to work more efficiently from any PC or mobile device from differing geographic locations using features such as interview tracking, profiling, note taking, action tracking and milestones for broker/dealer investment advisory recruiting, transition management and on-boarding.


GunnAllen Financial Selects Scherrer’s Recruiter’s Ally CRM

GunnAllen Financial has selected the web-server hosted relationship management technology, Recruiter’s 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 Recruiter’s Ally enterprise relationship management software (eRM) as a superior web-based relationship management technology to support its business development efforts. The benefits of using Recruiter’s Ally eRM will be increased efficiency, better recruiting, faster decision-making, and reduced cost.

GunnAllen Financial selected Recruiter’s 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).

“Recruiter’s 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 Recruiter’s 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.”


Saxony Securities selects Scherrer’s Recruiter’s Ally eRM as
Part of its 
Advisor Relationship Management and Productivity Toolset

Saxony Securities, Inc. has selected the web-server hosted relationship management technology, Recruiter’s Ally eRM, from Scherrer Resources, Inc. for its recruiting and transition management team members located in differing geographic locations. The Saxony Securities recruiting team has identified Scherrer Resources, Inc. and their Recruiter’s Ally enterprise relationship management software (eRM) as a superior web-based relationship management technology to support its business development efforts. The benefits of using Recruiter’s Ally eRM will be increased efficiency, better targeted recruiting, faster decision-making, and reduced cost.

“Recruiter’s Ally assists our account managers in improving their productivity and enhancing their client services,” said Rick Scafidi, VP Business Development Officer for Saxony Securities, Inc. “Its robust feature set makes Recruiter’s Ally ATS 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.”

 


About Scherrer Resources, Inc.

Scherrer Resources, Inc. provides information technology services to more than 500 of the world’s leading investment and financial institutions, including many of today’s most influential and innovative organizations. Not surprisingly, our clients have recognized our application software and e-services as a strategic component of their overall business strategy — and have turned to Scherrer Resources, Inc. to help them deploy high-profile IT and MIS services in CRM, SFA, and other client management and marketing service offerings. Spanning the complete spectrum of the – from retail broker/dealers, clearing firms, to bank holding companies — our customer-base looks to Scherrer’s proven solutions as a means to:

  • Strengthen relationships with their most valued customers
  • Generate additional revenue opportunities
  • Increase employee productivity
  • Keep the pipeline full
  • Increase customer retention
  • Facilitate cross-selling
  • Gain competitive advantage