Web Ally CRM Selection by The Investment Centers, Inc.

1 April 2008

The Investment Centers, Inc. has selected the web-server hosted relationship management technology, Web AllyTM, from Scherrer Resources, Inc. for its recruiting, transition and advisor life-cycle-management team members located in differing geographic locations nationwide. The Investment Centers, Inc. 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.

The Investment Centers, Inc. 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 Ralph Devito, CEO for The Investment Centers, 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 return on our IT investment.”

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