Banking & Capital Markets

Achieve More with Technology Built for Financial Services

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Overview

Hitachi Solutions enables financial institutions to increase productivity and exceed consumer expectations all while meeting regulatory compliance standards.

Today’s financial services market is highly competitive, complex and difficult. Particularly due to recent legislation, it is becoming increasingly important to reduce risk, increase compliance, detect fraud, and retain and know your customers. Global digitization, along with unprecedented changes to the financial services business model, is mandating transformation. With Hitachi Solutions and Microsoft, your financial services organization will be able to:

Reimagine the client experience
Empower employees with digital workstyles
Optimize operations through improved insight into compliance and risk management
Transform products with open and connected systems and highly-automated digital processes

As a technology and business solutions provider, Microsoft and Hitachi Solutions are focused on enabling financial service organizations to achieve more with their business — using customer insights to drive retention and fuel growth.

Solving Your Challenges

Financial services were one of the first industries to widely adopt information technology. As a result, legacy systems are commonplace. Many of these systems pose integration challenges. Over the decades, many banks have been involved in mergers and acquisitions, making it not uncommon to have duplicate and non-integrated business applications. Separate lines of business add to the confusion. Many business units have isolated applications built on non-standardized databases making it hard to get a single view of the customer.

Hitachi Solutions and Microsoft are uniquely positioned to deliver comprehensive solutions, providing technologies and services to help your business both evolve and transform to solve your modern-day business challenges.

financial-services-industry-solutions-solving-challenges

Digital Transformation

Engage customers:

Customers today have options. Hitachi Solutions lets you engage your customers with timely, targeted marketing and data-driven financial advice.

Empower employees:

Customers are inundated with choices and 40% of customers believe financial services is an undifferentiated market. Thanks to advances in cloud computing, Hitachi Solutions offers an affordable and easy to implement solution that gives your employees the technology to enhance customer service, make product recommendations and predict competitive threats.

Optimize operations:

As the complexity of both financial products and regulatory mandates continues to grow, financial organizations are capitalizing on advanced analytics models to reduce risk and gain operational insight. Our vertical specific software is designed to help you derive powerful, timely insight into risk exposure and respond rapidly to changing regulatory requirements.

Transform your products:

Innovation is rapid in today’s market. Hitachi Solutions will help you stay current, finding new ways to utilize data while combatting fraud and staying ahead of evolving threats.

Hitachi Solutions, due to its experience working with private equity firms, was able to help us enhance the process of tracking these business flow activities.

- Eric Souza, Director of Information Technology, Berkshire Partners

We really needed to capture, all in one spot, how many acres they farm, what type of operation they’re running, and the amounts of their loan balances and crop insurance. The current CRM system has made that possible.

- Mindy Miller, Sales and Service Specialist

One of the things we are looking to do is expand the system beyond sales force automation and be our single view for all customer information. This has been a win-win for all of us and I definitely see potential for using Hitachi Solutions in the future.

- Larissa Tosch, Glatfelter’s Director of Applications, Glatfelter Insurance Group

They made us feel very comfortable that if we went with Dynamics and Hitachi, we would get the application we really needed based on our business requirements.

- Craig Borens, AVP of Customer Care for Grange Insurance

It’s Microsoft. Our people use Microsoft every day. It’s very intuitive. You know what you need to do because it’s familiar. With Hitachi and Microsoft Dynamics CRM, we didn’t have to change our practices to fit the system, they built the system to meet our needs.

- Staci Wade, VP of Applications Support, Lake Michigan Credit Union

Why Hitachi Solutions?

The financial services team at Hitachi Solutions has been helping financial services companies unlock digital experiences through the power of the Microsoft platform since 2004. Today, we are using our experience to help financial services companies expose key data and use advanced analytics to support better decision making while maintaining business agility.

Hitachi Solutions is uniquely positioned to help your financial services organization grow for several reasons:

We are focused solely on Microsoft technology.
We leverage our in-house data analytics team to help you take your Microsoft technology even further.
Our industry IP allows us to deliver a tailored solution so you can get up and running fast.

Products Designed for Banking & Capital Markets

Our products are built specifically for the financial services industry and then fine-tuned to meet your unique business needs. This “fit-gap” approach to development enables us to deliver pre-built solutions that have been customized for the financial services space and are ready to be tailored for your business’ requirements.

Engage for Banking

Hitachi Solutions’ Engage for Banking gives bankers a holistic, customer-centered view of their business that helps them build strong, long-lasting relationships with their customers. Our solution helps you better understand, track, and manage your relationships with customers and prospects so you win more business and improve customer loyalty.

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Engage for Credit Unions

Hitachi Solutions’ Engage for Credit Unions gives you a complete, holistic view of member information so you can focus on providing a superior member experience. Provide responsive service that wins loyalty and offer financial products and services that are tailored to your members’ needs.

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Engage for Insurance

Hitachi Solutions’ Engage for Insurance provides property and casualty insurers with a practical solution to effectively manage and foster profitable relationships across agencies, customers, brokers, and other partners. Our core P&C insurance software solution enables you to focus on all aspects of the insurance business and the customer lifecycle, from relationship and engagement management to business development.

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Engage for Investment Banking

Hitachi Solutions' Engage for Investment Banking provides a complete relationship and deal management solution to help you understand and work those relationships in a way that positively impacts the growth of the business. Our solution gives you access to the information and tools you need to help find viable new prospects, build the right team for every project, and collaborate effectively to close deals.

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Engage for Asset Management

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CRM for Private Equity

Hitachi Solutions' CRM for Private Equity Firms helps you improve efficiency and intelligence throughout the investment lifecycle, from finding and evaluating opportunities, raising funds and working to the deal, to managing investments and providing transparency to every stakeholder. Gain a complete view of your business contacts so you can connect with the right people and understand who the stakeholders and influencers are on every deal.

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CRM for Wealth Management

Hitachi Solutions' CRM for Wealth Management gives wealth advisors and client service teams unprecedented visibility into client, company, and investment data so they can use it to make better-informed decisions. Increase your assets under management by finding and executing on new business opportunities and building strong, trust-based relationships with existing clients.

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Retail Banking Sales Insights Dashboard

Hitachi Solutions delivers this solution to provide holistic monitoring of their organization and to help Retail Banking customers gain meaningful insights into their business that drive actionable results.

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