June 14, 2011
JHS Capital Advisors Selects Scherrer's Web Ally CRM as Part of its Advisor Relationship Management and Productivity Web-Workstation
FOR IMMEDIATE RELEASE - New York, NY, SIFMA Technology Show, Hilton, Hotel – June
14, 2011JHS 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."
JHS Capital Advisors is an asset management firm providing personalized client services
for investors nationwide. Founded on a simple code of ethics based on integrity,
transparency and full disclosure, JHS’s mission is to always put its clients’ needs
and interests first, and to build a reputation for fostering multi-generational
relationships. JHS has an open platform that offers a full suite of financial products
and services, enabling greater choice and autonomy for its advisors. Founded in
2009 by John H. Sykes, JHS Capital Advisors is headquartered in Tampa, Florida,
and is a subsidiary of JHS Capital Holdings
Scherrer Resources, Inc. is a leading provider of on-demand relationship management
solutions that enable companies to identify and realize sustained value across the
CRM, SFA and internal workflow management workspace. Going beyond traditional contact
management and sales tracking approaches, Scherrer’s solutions provide the visibility,
insight and business process control required to maximize sustained value from enterprise
relationship management. Scherrer’s talented team is helping global and mid-market
enterprises move their relationship management efforts to the next level through
a blend of software, comprehensive services, deep category knowledge and domain
expertise. Its comprehensive, global solutions and "Ally" brand include Customer
Relationship Management (CRM) and eBusiness applications, server and database management,
dedicated Help Line support, training, and product launch services. To learn more,
visit www.WebAlly.com.