First Allied Selects Scherrer’s Web Ally eRM as Part of its Advisor Relationship Management and Productivity Toolset

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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.

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 19480http://www.WebAlly.com
First Allied Securities, Inc., 525 B Street, San Diego, CA 92101http://www.FirstAllied.com

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James Scherrer