July 10, 2006
GunnAllen Financial Selects Scherrer's Web Ally CRM For Recruiting Management
Tampa, FL (July 10, 2006) GunnAllen Financial has selected the web-server hosted relationship management
technology, Web 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 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.
GunnAllen Financial 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 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 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
return on our IT investment."
GunnAllen Financial is a full service brokerage which offers an array of financial services including equity
and fixed income securities, mutual funds, fee-based programs, and institutional and investment banking services.
GunnAllen Financial has established a national presence; the firm operates a network of approximately 900 Registered
Representatives in 250 offices throughout the country, and is registered to conduct securities business in all states
and jurisdictions.