Source: Scherrer Resources
Tier One Investments & Insurance Company (Tier One) has selected Scherrer's Web Ally CRM offering for its front office, enterprise customer relationship management (eCRM) platform for its users who are financial consultants, and their assistants.
This CRM initiative is part of the Tier One continued expansion of its retail investment services platform. Tier One is providing Scherrer's Web Ally CRM system for financial consultants in multiple offices surrounding their headquarters in Lincoln, Nebraska and is being used by Tier One 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 Brad Brodersen, Tier One Investments and Insurance President and Program Manager. "Adding Web Ally CRM is part of Tier One'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 Tier One in the installation of our Web AllyTM eRM application within their advisor platform," said Jim Scherrer, President of Scherrer Resources, Inc. "Tier One has invested heavily in new technology, including our Broker's Ally software, 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 Tier One leverage Web Ally CRM technology into increased sales performance, client satisfaction and customer retention. Because Tier One has dedicated significant resources to their financial consultants, we think it's our job to help them get the most from their investment."