Capital Markets Industry Solutions

Why trust Hitachi for your business solutions?

Vertical Solutions Cloud Icon
Vertical Solutions

Each Industry Cloud is powered by the Microsoft Cloud plus Hitachi Solutions’ vertical specific software. We leverage years of experience and expertise with Microsoft AX, CRM and Business Intelligence to build solutions that hit the sweet spot for each vertical and provide an incredibly simplified experience.

Learn More
Expert Services Gears Icon
Expert Services

Our approach to implementation ensures results by focusing on your business goals. We help prepare your organization to successfully adopt and leverage new systems and capabilities. Our own project delivery methodology ensures quality, manages risk and promotes efficiency so you can drive value for your business by utilizing our vertical solutions and experience.

Learn More
Ongoing Support Icon
Ongoing Support

Success is a journey which doesn’t end at go-live: it begins. Our dedicated support teams are positioned around the world, ensuring that issues are resolved in the quickest possible timeframe, keeping you focused on your business. Our Live Support services range from troubleshooting, monitoring and environment management, to a long-term dialogue, on your terms, so your systems evolve and grow with your business.

Learn More

Capital Markets

CRM for Asset Management

Relationship Management

Easily track, manage and understand key relationships and simplify the complex web of people across institutional and distribution channels including clients, fiduciaries and consultants. Additionally, visibility into retail channel relationships enable end users to surface key data at various levels, including dealer, branch, and individual reps exposing opportunities for coordinated development and focus.

Deal Management

Enable your teams to better coordinate around the deal with collaborative tools and real-time access to client profiles, prior pitch and presentation materials, performance data, and mandate requirements while utilizing best-practice process flows to further streamline team collaboration around asset classes and strategies to drive efficiency with RFP and new account setup processes.

CRM Asset Management Tablet Dashboard

Business Development and Marketing

Communicate the right messages to the right people with a set of unified tools for creating target communication lists so you can plan campaigns, execute on your marketing plan, and measure results and ROI through communication management, campaign management and event management capabilities inside of CRM.

CRM Asset Management Business Development Icon

Document Management and Reporting

Enhance the productivity of your people by giving them secure, managed access to agreements and other client artifacts so they can better execute on deals. CRM provides the reporting capabilities needed to achieve greater visibility into opportunities, at risk or vulnerable clients, activities, and trade details surfaced via dashboards and homepages that have been tailored for the individual users within your organization.

CRM Asset Management Document Management Icon

Integration

Display information from back-end systems and third party providers inside CRM to help ensure relationship managers and supporting team members have everything they need to serve the client. Integration can include portfolio management systems, trade data and other common feeds as well as enrichment sources for client and consultant data such as MMD™, and advisor data sources such as Discovery™.

CRM Asset Management Tablet Integration Dashboard

Asset Management Solution for Microsoft Dynamics CRM

Hitachi Solutions has tailored Microsoft Dynamics CRM to meet the needs of top-tier asset management companies. Operating directly within the familiar Microsoft Outlook application and serving as the hub of the advisor workstation, our Asset Management-configured solution for CRM 2013 can produce reports and dashboards on key metrics, including closed deals MTD or YTD, total AUM, total net new assets, prospecting activity, sales pipelines, top referral sources, household growth opportunities, average sales cycles, production goals, fees vs. commission activity, and at-risk clients.

Asset Management Solution Video
Hitachi Solutions' Asset Management Solution for Microsoft Dynamics CRM

Capital Markets

CRM for Investment Banking

Relationship Management

Easily track, manage and understand a diverse range of contact and stakeholder relationships across engagement roles, including sponsors, clients, investors and legal and professional advisors in CRM through contact and firm management, profiling and visualization capabilities and evaluation techniques to assign scores based on relationship strength.

Deal and Engagement Management

Enable your teams to better coordinate around the deal with collaborative tools and real-time access to client profiles, pitches, financial data, analysis, and team document while also streamlining execution with process flows designed around common activities and transactions, including mergers & acquisitions, restructuring, and advisory.

CRM Investment Banking Dashboard

Business Development and Marketing

Communicate the right messages to the right people with a set of unified tools for creating target lists for planning campaigns, executing on your marketing plan, and measuring results and ROI through communication management, campaign management and event management capabilities.

Reporting

Gain greater visibility into leads, projects, activities, and deal flow with customized home pages and dashboards for monitoring performance and activity because you can assemble reports from any data in CRM and easily share them with your colleagues so you spend less time hunting for data and take action more quickly.

CRM Investment Banking Business Development Icon

Document Management

Enhance the productivity and effectiveness of your people and teams by giving them secure, managed access to a deal room for each engagement so they always know where to find the latest documents and information they need to do their jobs.

Integration

Rally information from back-end systems and third party providers to help ensure you have everything you need at your fingertips to make well-informed decisions and win more deals because you have access to information about your industry with the incorporation of rich third party data sources, including CapIQ™, Prequin™, MergerMarkets™, and In-sideView™.

CRM Investment Banking Reporting Dashboard

A Senior Associate at an Investment Banking Firm

Our Microsoft Dynamics CRM for Investment Banking solution is built for the specific and unique needs of your organization. Watch this Day in the Life of a Senior Associate to get a taste of how our solution could help inspire your business.

Senior Associate at an Invesment Banking Firm
A Day in the Life of a Senior Associate at an Investment Banking Firm

Capital Markets

CRM for Private Equity

Advanced Relationships

Make sure everyone in your organization has a single view of your important business contacts and relationships, including partners, investors, institutions, and legal and professional advisor so you can find and engage with the right people for every deal, project, and fundraising opportunity.

CRM Private Equity Record

Funds

Streamline how you manage fundraising opportunities to help increase your probability of success, build a strong pipeline, and report back to stakeholders. CRM helps you streamline fundraising management, investment targeting, analytics and due diligence processes.

CRM Private Equity Territory Dashboard

Business Development

Communicate the right messages to the right people with a set of unified tools for creating target lists, planning campaigns, executing on your marketing plan, and measuring results with communication management, campaign management and event management capabilities.

Deals

Enable your teams to better coordinate around the deal with collaborative tools and access to up-to-date information documents and reports so they can make better informed decisions because they know where deals are coming from, where a particular deal is in the process and what bids are in progress.

CRM Private Equity Business Development Icon

A Partner in a Private Equity Firm

Hitachi Solutions has developed a Microsoft Dynamics CRM solution especially for Private Equity Firms. Check out this video to learn more!

Partner in a Private Equity Firm
A Day in the Life of a Partner in a Private Equity Firm

Capital Markets

CRM for Wealth Management

Advisor and Client Relationships

Enable financial advisors and client service teams to more effectively understand and track relationships between households, contacts, and companies with holistic view of client and investment data so they can deliver superior advisory services.

Client Service

Put customer data in context so you can resolve inquiries quickly and become a trusted advisor to your customers thanks to a 360-degree view of the customer with consolidated service apps and automated activities that help you provide the highest possible level of service and win long-term loyalty.

CRM Wealth Management Client Service Icon

Business Development

Win new customers and increase your share of wallet with compelling communications and targeted offers because your team is able to execute effectively on every lead and opportunity and trace ROI back to specific marketing activities thanks to lead and opportunity management, campaign management and event management capabilities.

CRM Wealth Management Dashboard
CRM Essentials Dashboard

Hitachi CRM Essentials

Hitachi CRM Essentials helps you achieve a successful CRM implementation more quickly and at a lower cost. It provides an extensive library of plug-ins, controls, and customizations that enable you to meet all of your industry and business requirements.

Learn More

CRM Essentials helps you to:

  • Business Rules Engine
  • JavaScript Library
  • Agent Desktop
  • Portal Framework
  • User Adoption Solution
  • Editable Grip
  • Hierarchy Visualizer
  • CRM + SharePoint Enhancement
  • Plug-In Library

Our Expert Services

Designed for Success

Our field proven implementation approach is based on years of helping clients transform their organizations with enhanced processes and enterprise software optimization. With every client relationship and project our focus is on your business goals. We collaborate to define improved processes, build and deploy capabilities to optimize those processes, measure results and move forward with continuous improvements.

expert-services-icon

Flexible Services Approach

We help ensure your success with the Hitachi Solutions Industry Cloud by getting the right team of experts into the mix at the right time. Our project leaders and consultants act as guides to help your implementation along by using the project approach that best matches your business model, the skills of your team and your specific requirements. Our approach can flex from classic waterfall to agile to a hybrid in between depending on the approach that you are most comfortable with.

All In Subscription or Hybrid Services + Subscription

The Hitachi Solutions Industry Cloud can include a range of expert services like integration, data migration, custom development or a complete ERP, CRM or BI implementation from top to bottom. We can wrap subscription pricing around any services and include it into your Industry Cloud subscription or you can subscribe and pay for services separately. We’re flexible. Our goal is to make sure our pricing and subscription matches your needs.

All In Subscription or Hybrid Services + Subscription
We selected Microsoft Dynamics CRM since our revenue producers were already Outlook power users; we simply gave them a familiar and intuitive user interface.
- Dan Madden, Investment Manager Services, SEI

Ongoing Support

Personal Attention
Personal Attention

We assign an expert team to focus on your business. Use them for whatever services you choose: fixing issues, maintaining and managing systems, adding richer functionality and more.

Predictable Cost
Predictable Cost

Subscribe to an allocation of hours from our dedicated pool of Microsoft Dynamics and BI experts on a predictable, monthly service plan. Three tiers, Gold, Silver and Bronze, help you choose the service level and price that’s best for you.

The Power of a Team
The Power of a Team

Experience has taught us that the right team of two or three experts can cover the breadth of information required to keep a system live and thriving. We build our support teams right and back them with all the experience of our global team.