News

December 18, 2013


Recruiter’s Ally v1.1 – Applicant Tracking System for Broker/Dealers and HR Teams – Scherrer Resources, Inc. releases new feature-loaded Platform


Philadelphia, PA (December 18, 2013) Scherrer Resources, Inc., the information technology solutions specialists for over 25 years announced today the release of version 1.1 of its new Recruiter’s Ally software to broaden the range of its relationship management and CRM functionality for broker/dealers, bank HR teams, wealth advisors and financial planning firms.

Scherrer introduces its new Recruiter’s Ally™ applicant tracking system (ATS) software application, the newest on-demand, software-as-a-service (SaaS) technology designed for the human resource (HR) management function within banks, broker/dealers and advisory firms. Recruiter’s Ally™ is an affordable ATS for recruiting, transition management and on-boarding for firms seeking to boost their efficiency in recruiting and branch office development. Scherrer offers this application for HR teams seeking to improve workflow management using this powerful web-server-hosted (Saas) application. Some benefits derived from implementing Recruiter’s Ally for HR teams include: lower cost of technology management, improved team collaboration, better recruiting outcomes, centralized document and “offer letter” management, compliance regulation, and easy cross-referral functions for keeping the recruiting pipeline filled with qualified candidates.

Recruiter’s Ally v1.1 is a “hosted” software application for firm-wide utilization from any PC anywhere with a web browser. Recruiter’s Ally v1.1 retains the popular features of the firm’s Broker’s Ally CRM, which was first created in 1984 and subsequently became the most frequently used client relationship management tool for retail brokers. The new Recruiter’s Ally v1.1 includes over 80 new features with focus on recruiting, transition management and on-boarding for busy HR professionals. The Recruiter’s Ally product is available for a quarterly fee which includes software updates, service availability and technical support to help HR teams grow their recruiting candidate pipeline. Pricing is a sliding scale based on number of team members in the group. The product focus is candidate management, profiling, target marketing, e-mail broadcasting, branch support, on-boarding management, “offer letter” management templates, and recruiting reporting and recruiter tracking.

Recruiter’s Ally Features include:

  • Candidate profiling with accurate details on production and resume details
  • E-mail broadcast function to multiple candidates and groups
  • Easy web-server hosted functions for system administrators
  • Recruiting Activities can be quickly scheduled for daily, weekly, monthly, quarterly contacts
  • Offer letter and document tracking in a central location for easy access by team members
  • Attachment function to attach files to the notes of candidate records
  • Reports to enhance the management view of data about the recruiting process

Recruiter’s Ally is a best-of-breed browser based "relationship management" (RM) platform especially built FOR RECRUITING AND TRANSITION MANAGEMENT and branch office development (BOD). It is an affordable, inexpensive web-based contact management system for applicant tracking, profiling, calendaring, campaign management, offer management, collaboration communication, and recruiting management. Recruiter’s Ally helps to:

  • Automate and Simplify Recruiting
  • Accelerate Time-To-Hire
  • Build Successful Teams

Founded in 1985 by James Scherrer to focus on the customer management market using its proprietary “Ally” brand of client/server software, Scherrer Resources, Inc., is now a leading provider of contact relationship management (CRM), practice management (PM) and on-demand relationship management solutions.

Going beyond traditional contact management and sales tracking approaches, Scherrer’s key products includes Web AllyTM and its current client/server products; Broker’s Ally™, Sales Ally™, and Advisor’s Ally™, and the contract development and support services surrounding them. These solutions provide the visibility, insight and business process control required to maximize sustained value from enterprise relationship management. Large enough to help customers attain customer and stakeholder management success, yet nimble enough to provide individual attention and remain focused on customer priorities, Scherrer delivers Ally CRM software to worldwide customers.

Scherrer Resources, Inc. provides financial services solutions to more than 500 of the world's leading investment and financial institutions, including many of today's most influential and innovative organizations. Partners include: Bank of New York- Pershing LLC, Thomson Beta Systems, Financial Times- Interactive Data (FT-ID), CIBC, and Morgan Stanley amongst many.

Scherrer Web Ally solutions are tailored to retail advisors, broker/dealers, clearing firms, and bank relationship managers. Their customer-base looks to Scherrer's proven solutions as a means to strengthen relationships with its most valued customers; generate additional revenue opportunities and gain competitive advantage in today's fierce and fast-moving investment market.

Scherrer’s talented team is helping to lead global companies and mid-market enterprises move their relationship management efforts to the next level through an optimal blend of software, comprehensive services, and 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. To learn more, visit www.RecruitersAlly.com and www.WebAlly.com for enterprise, web hosted CRM deployments, and www.AdvisorsAlly.com for advisor practice management software.

Scherrer Resources, Inc., 120 Arrandale Blvd, Exton, PA 19341 484-875-1700, www.AllyCRM.com