J.B. Hanauer & Co. Selects and Installs Scherrers Web AllyTM software As Part of its CRM and Broker Productivity Desktop J.B. HANAUER & CO., investment and stock brokerage firm, has selected Web Ally CRM as its front office, enterprise customer relationship management (eCRM) and broker productivity desktop platform for its 350 advisors, brokers, sales assistants, managers and administrative staff located within their nationwide branch offices. This installation is part of the J.B. HANAUER & CO. rollout of a current, state-of-the-art intranet platform for its retail sales force. Web Ally is being used in conjunction with their other intranet desktop applications.Parsippany, NJ (PRWEB) November 12, 2003-- J.B. HANAUER & CO. has selected Web Ally as its front office, enterprise customer relationship management (eCRM) and broker productivity desktop platform for its 350 advisors, brokers, sales assistants, managers and administrative staff located within their nationwide branch offices.This installation is part of the J.B. HANAUER & CO. rollout of a current, state-of-the-art intranet platform for its retail sales force. Web Ally is being used in conjunction with their other intranet desktop applications including Reuters market data, Wexfords Boss 3000 and their internally created fixed income inventory tools. Web Ally assists our financial advisors in improving their productivity and enhancing their client services, said Charlene Barnes, Chief Information Officer for J.B. Hanauer & Co. Its integration within our intranet platform makes Web Ally a very powerful productivity tool set for our IT department and for our advisors and sales assistants. The end result will be improved client service and higher quality investment management.We are working closely with the team at J.B. HANAUER & CO. in the installation of our Web Ally eCRM application within their intranet platform, said Jim Scherrer, President of Scherrer Resources, Inc. J.B. HANAUER & CO. has invested heavily in new technology and is dedicated to improving client service and enhancing workforce productivity by providing powerful new computing technology, and our goal is to leverage that technology into increased sales performance, broker and client satisfaction. Because J.B. HANAUER & CO. has dedicated significant resources to their intranet platform, we think its our job to help them get the most from their investment.Web Ally is the web version of Brokers Ally, the leading enterprise-wide broker productivity and portfolio reporting system designed for advisors, brokers, sales managers, and sales assistants. Developed by Philadelphia-based Scherrer Resources, Inc., the Brokers Ally, Advisors Ally and Web Ally products have more than 30,000 users worldwide. This product line includes the enterprise client/server Brokers Ally version 8.0 for Windows, Advisors Ally for fee-based advisors, browser-based, J2EE compliant WebAlly, account management on the Internet, and the Brokers Ally Office Suite, including the Brokers Ally Financial Planner and Brokers Ally Bond Calculator, for fixed income instruments and bond swap analysis.Headquartered in Parsippany, NJ, J.B. HANAUER & CO. was founded in 1931 and is a full-service securities brokerage firm with branch offices serving individual, business, municipal and institutional clients nationwide.
