Built on the framework of Microsoft Dynamics CRM, our solution transforms account-centric banks into customer centered enterprises. Hitachi Solutions’ CRM packages for banking organizations integrates with existing core banking systems and data to deliver a complete 360 degree view of customers. With Hitachi Solutions, customizations for retail banking, commercial banking, and wealth management. Hitachi Solutions can help your employees efficiently and effectively market, sell, and provide banking services.
Integration With Core Systems
CRM is a single, unified source of customer data, with integration into marketing, lending, service, and other core systems.
Differentiated Client Experience
Build a more client-centric corporate culture and help your team members sell and service effectively with a true 360° view of your client.
Grow revenues by building greater efficiency in every stage of the client lifecycle and expose opportunities to cross-sell and up-sell other financial products.
Allow all commercial banking units and other line of business users to collaborate, increase referrals, and broaden relationships with clients. Small business lending, mid-market lending, equipment financing, and commercial real estate lending will all see the same view of the customer and be able to coordinate on activities and strategy.
Automate and streamline multi-stakeholder processes, like onboarding and RFP responses, with flexible workflows built specifically for commercial banking.
Complete MRM Solution
Credit unions become more member-centric, and less account-centric, when they start with a 360° view of their members. Account data can be surfaced in CRM, and rolled up into member household records. The member, not the account, becomes the focus of your organization’s efforts.
Member Management And Retention
Proactively reach out to your members to let them know you are a trusted advisor. Know in real time which members are at risk of hardship and which ones are candidates for additional services.
Automate and streamline time-consuming manual process, like account opening and referrals, with flexible workflows built specifically for credit unions.
Marketing automation makes it easy to build detailed member profiles and lists as well as create, track, and follow-up on targeted cross-sell and up-sell marketing campaigns. True ROI becomes visible when campaign activities are synched with referrals and closed opportunities.
Integration With Core Systems
CRM for banking offers a single, unified source of customer data, with integration into marketing, lending, service, and other core systems. Integration with branch and tellers systems allows all customer-facing team members to become a valuable part of the sales and marketing team.
Customer, Household & Account Management
Banks become more customer-centric, and less account-centric, when they start with a 360° view of the customer. Account data can be surfaced in CRM, and rolled up into household records.
Marketing automation makes it easy to build customer or lead lists as well as create, track, and follow-up on targeted cross-sell and up-sell marketing campaigns. True ROI becomes visible when campaign activities are synched with referrals and closed opportunities.
Differentiated Client Service
Streamlined service delivery with easy access to consolidated customer data and tools that automate cross-department collaboration and follow-up that are required to deliver superior service.
Contact Household Management
Identify, manage, and track relationships between households, clients, and prospects. Holistic 360-degree view of all client and household assets and liabilities, as well as financial and insurance product detail.
Activity & Service Engagement
Track, manage, and plan all activities between your firm and your clients. Automated workflows remind advisors and support staff of review meetings and tasks.
Consolidated view of portfolio holdings, transactions, and market values. Manage sales pipeline and set internal production goals. Identify household growth opportunities and at-risk clients. Track fees and commission activity.
Plan client appreciation luncheons and educational seminars on retirement planning, college savings, and estate planning. Track responses and subsequent opportunities to understand real ROI of your events.
Client Document Archiving & Management
Manage onboarding paperwork and KYC/AML compliance with seamless document system integration. Centralize prospectuses, investment proposals, financial planning hypos, and research reports.