Stifel, Nicolaus & Company Selects Scherrer’s Recruiter’s AllyCRM as Part of its Advisor Relationship Management and Productivity Toolset

Stifel selected Recruiter’s Ally ATS system to support their business goals which are to enable team members to work more efficiently from any PC or mobile device from differing geographic locations using features such as interview tracking, profiling, note taking, action tracking and milestones for broker/dealer investment advisory recruiting, transition management and on-boarding. 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).

“Recruiter’s Ally assists by improving productivity and enhancing new business development,” said Jim Scherrer, President of Scherrer Resources, Inc.. “The robust feature set makes Recruiter’s Ally ATS a very powerful productivity tool for our recruiting, transition and on-boarding actions.” “The end result will be improved service and rapid ROI.”

“We are working closely with the team at Stifel in the installation of our Recruiter’s AllyTM ATS application within their business development operation,” said Jim Scherrer, President of Scherrer Resources, Inc. “Stifel 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 Stifel 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 designs, builds and supports 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.

Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel clients are served through Stifel, Nicolaus & Company, Incorporated in the U.S., through Stifel Nicolaus Europe Limited, and through Keefe, Bruyette & Woods, Inc. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. See for details.

News Announcement from Scherrer Resources, Inc., 120 Arrandale Boulevard, Exton 19341

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