Happy Customers

Representative Installations

IFS Securities Financial Corp. (NYSE: SF)

IFS Securities, Inc. ., a subsidiary of IFS Securities Financial Corp. (NYSE: SF), has selected the web-server hosted relationship management software Recruiter’s AllyTM, from Scherrer Resources, Inc. for its recruiting and transition management team.

IFS Securities 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 

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 Web Ally eRM a very powerful productivity tool for our recruiters, transition managers and home office employees." "The end result will be improved s

Saxony Securities

Saxony Securities, Inc. has selected the web-server hosted relationship management technology, Recruiter's Ally, 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 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 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."

Scherrer Resources, Inc.

From ADP to Ziegler, Scherrer Resources, Inc. provides its Ally CRM software solutions to more than 500 of the world's leading institutions, including many of today's most influential and innovative organizations. Not surprisingly, our clients have recognized our award winning 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 client management offerings. Our customer-base looks to Scherrer's proven solutions as a means to:

  • Strengthen relationships with their most valued customers;

  • Generate additional revenue opportunities; and

  • Gain competitive advantage in today's fierce and fast-moving investment market.

Contact Us

137 N. Wawaset Road, West Chester, PA 19382-6735

610-793-4600

Scherrer Resources, Inc.   Creators of the popular Ally CRM software products.   www.AllyCRM.com