June 1, 2007
Tier One Investments Selects Scherrer's Web Ally CRM
Lincoln, NE (June 1, 2007) 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 Ally™ 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."