Saxony Securities signs for Scherrer Web Ally CRM

Source: Scherrer Resources

Saxony Securities has selected the web-server hosted relationship management technology, Web Ally, from Scherrer Resources 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 Web Ally eRM will be increased efficiency, better targeted recruiting, faster decision-making, and reduced cost.

Saxony Securities selected Web Ally ATS 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 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 Web 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."

"We are working closely with the team at Saxony Securities, Inc. in the installation of our Web AllyTM ATS application within their business development operation," said Jim Scherrer, President of Scherrer Resources, Inc. "Saxony Securities has invested heavily in technology and is dedicated to enhancing workforce productivity by providing powerful computing technology, and our goal is to leverage that technology into increased performance, client satisfaction and advisor retention. Because Saxony Securities has dedicated significant resources to their business development intranet platform, we think it's our job to help get the most from their investment."


Scherrer Resources, Inc. guides banks, broker/dealers, and investment companies globally to greater business success by accelerating the adoption of advances in relationship management tools. Scherrer accomplishes this by assisting in designing, building and supporting a wide range of knowledge-based solutions that bring together leading-edge technology, proven data management competence, a full range of development services and over 25 years of information technology and finance expertise. Its comprehensive, global solutions and "Ally" brand include Customer Relationship Management (CRM) and eBusiness applications, dedicated Helpline support, training, and product launch services.

Saxony Securities, Inc. is a privately held independent broker dealer with headquarters in St. Louis, Missouri, and locations throughout the United States. Saxony is a member of The Financial Industry Regulatory Authority (FINRA), as well as Securities Investor Protection Corporation ("SIPC") and is licensed in all 50 states with their owners, directors and principals having over 70 years combined experience in the industry.

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