Reviews and Testimonials

A Partnership

JHS Capital Advisors Selects Scherrer’s Web Ally CRM as Part of its Advisor
Relationship Management and Productivity Web-Workstation

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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“We use Web Ally CRM in all our contact and relationship management needs; from lead generation, to prospecting and client servicing. A great web-based platform for database management”.

Dave C., CEO
Appraisal Management, LLC


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