First National Investments Services licenses Scherrer eCRM platform

This CRM initiative is part of the First National Investment Services (FNIS) continued expansion of its retail investment services platform. FNIS is providing Scherrer's Web Ally CRM system for financial consultants in multiple offices surrounding their headquarters in Hermitage, Pennsylvania and is being used by FNIS in conjunction with other powerful business management applications to provide a continued high level of service to their investment clients.

"Having Web Ally CRM will assist our firm to quickly provide powerful additional functionality to our professional financial consultants and their support team to assist them in improving their own productivity and enhancing their client services," said Greg Griffith, FNIS President and Program Manager. "Adding Web Ally CRM is part of FNIS's process of adding powerful tools to its platform and to enable our financial consultants to grow and streamline their internal processes." "Its robust feature set makes Web Ally CRM a very powerful productivity tool to offer our wealth management team members. The end result will be improved client service, happier customers and rapid return on investment."

"We are working closely with the team at First National Investment Services (FNIS) in the installation of our Web Ally eRM application within their advisor platform," said Jim Scherrer, President of Scherrer Resources, Inc. "FNIS has invested heavily in new technology and is dedicated to improving client service and enhancing workforce productivity for their financial consultants by providing powerful new computing technology. Our goal is to help FNIS leverage Web Ally CRM technology into increased sales performance, client satisfaction and customer retention. Because FNIS has dedicated significant resources to their financial consultants, we think it's our job to help them get the most from their investment."