Profile and segment key relationships among clients, pensions, endowments, foundations, official institutions, defined contribution, sub-advisory, and financial intermediaries.
Track and manage the opportunity life cycle with real time visibility of opportunities by stage. Take a holistic view of your opportunities with connections to all key people and organizations that are associated with the deal such as consultants, internal team members, and clients.
Track and manage distribution lines and performance of dealers, branch offices and individual reps.
Client Management & Operations
Track and manage service requests. Facilitate account setup and on boarding process based on workflow events.
At Risk Business Management
Track and manage accounts and performance, as well as changes impacting client positions.
Create and manage pitch response, RFP and RFI process management, and content library integration.
Hitachi Solutions’ CRM for Investment Banking and Advisory, powered by Microsoft Dynamics, offers firms a practical solution that helps advisory firms effectively manage and foster relationships across corporate clients, partnerships, financial sponsors, strategic buyers, government entities, and other institutional constituencies. Our comprehensive solution includes capabilities that focus on all aspects of the advisory business and the client lifecycle, to include business development, engagement management, and relationship development. Our purpose-built relationship management for Investment Banking & Financial Advisory include:
- Relationship Module
- Deal & Engagement Module
- Business Development and Marketing Module
- Dashboards and Reporting Module
- Document Management and Portal Module
- Integration Toolbox Module
Generate LP leads, connect with external sources to identify prospects, and track fundraising opportunities across funds and investors.
Investments can be tracked throughout their lifecycle, and the relevant relationships will remain intact. Manage due diligence, including CIMs, LOIs, legal documents, and term sheets in one central location. Track and manage the financial reviews of your deals. Organize and track financing sources and co-investors.
Managing investor communications, including Capital Call announcements, distribution notices, and other pertinent investor events.
CRM for financial advisors replaces the chaos caused by multiple contact repositories with one contact source that is centrally managed and intelligently updated. Updates can be made by individuals in your firm and can leverage social networks and business data sources to ensure accuracy. CRM for financial advisors also creates a record of employment history as your contacts move around.
Maintain a centralized view of your investors, including roles, performance, and activities. Manage investor correspondence with capital call and distribution list creation.
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.