Engage for Asset Management

CRM Built for Asset Management, Designed by Industry Experts, Backed by Microsoft Dynamics 365
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Earn and Keep Customers Trust with Our Asset Management CRM Software

Hitachi Solutions’ Engage for Asset Management is tailored to meet every need of top-tier asset management companies. Our asset management CRM is the hub of the advisor workstation, so all operations and oversight can be streamlined for maximum accuracy and security.

B2C Order Processing

Dependable data for accurate reporting

Produce reports 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 cycle. and more.

Seamless integration across systems

Display information from back-end systems and third-party providers inside D365 to help ensure relationship managers and supporting team members have everything they need to serve the client.


Manage marketing and development campaigns

Communicate the right messages to the right people with a set of unified tools so you can plan and execute campaigns and measure results.

Why Choose Engage for Asset Management?

We offer deep industry expertise combined with decades of experience providing high-value solutions that deliver rapid return on investment to our clients. Our approach is designed to give you a faster, lower-risk implementation and rapid adoption through proven best practices.

Core technologies

It starts with core technologies built on the Microsoft Cloud, so you can get up and running quickly.

Industry modules

We extend that with our own industry modules that give you capabilities tailored to the unique needs of the Insurance industry.

A customized solution

Finally, we deliver a customized CRM solution to provide the best fit for asset management, so you can focus on your unique strengths, not on basic technology.


Combining the Power of Microsoft Dynamics and Hitachi Solutions

To bring our clients the best, most innovative asset management software solution, we partner with Microsoft. By leveraging the power of the Microsoft Cloud combined with our deep industry expertise, Hitachi Solutions was able to design a powerful Microsoft Dynamics 365 CRM system specifically for the asset management industry that integrates seamlessly with the entire suite of Microsoft products.

As a global leader in delivering success with business applications based on the Microsoft Cloud, Hitachi Solutions has won more Microsoft Partner of the Year and customer excellence awards than any other partner on the planet.


Hitachi Solutions’ D365 Tools

Take your D365 implementation further, faster with our D365 Tools – a suite of pre-built plug-ins, controls, scripts, and dashboards that streamline and automate common scenarios, protect customizations, improve the user experience, and keep your system up-to-date.

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CRM Essentials Dashboard

We’re the global leader in delivering success with business applications based on the Microsoft Dynamics’ Cloud.


Engage for Asset Management Microsoft Dynamics 365 Features

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. 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.

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. It 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.

All reports are seamlessly integrated across systems, and 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™.



Engage CRM for Asset Management Resources:

Asset Management CRM Buyer’s Guide

Asset management ebook 2019


The Hitachi Solutions Implementation Approach

Our implementation approach starts with core technologies built on the Microsoft Cloud, including the Dynamics 365 platform, so you can get up and running quickly. We then enhance that Dynamics 365 platform with our own industry applications, designed specifically for common industry scenarios. Finally, we customize the solution for the unique needs of the individual business.

Our implementation approach is designed to offer:

  • Faster delivery, with core technologies already in place
  • Lower cost, with less money and time spent on custom development
  • Higher quality delivered through industry expertise and technology built specifically for each vertical
  • Customized solutions for every organization based on their unique requirements

The Implementation Roadmap

Implementation can be broken down into the following service steps:

Management Consulting Services

Identify, qualify and champion the opportunities for your business.

Systems Integration Consulting Services

Deliver on those opportunities through a comprehensive implementation approach covering all aspects of people, process and technology with best-in-class capabilities.

Organizational Change Management

Ensure acceptance of new process improvements and adoption of the enabling technologies.

Support Services

Maintain the value created through a breadth of flexible capabilities, from managed services to application support to hosting.

B2C Order Processing

What to Look for in a Microsoft Dynamics 365 Implementation Partner

Price is often the first factor considered when comparing implementation partners. However, what truly makes or breaks a project is not price, but culture. Before choosing a partner, consider whether your two cultures are a fit. It may seem minor, but implementation is a truly collaborative process and culture fit can have a tremendous impact on user adoption and the success of the overall project.

Similarly, you want a partner that has a long and successful relationship with Microsoft, one that has been there and done this successfully a thousand times before.

Finally, an implementation partner should strive to clearly and completely understand your business. At Hitachi Solutions, we do this by asking a lot of questions and immersing ourselves in our clients’ businesses. This results in the ability to apply custom solutions that are tailored to each specific business.

A true partnership creates a powerful pairing of resources that fosters an understanding of your business and unique business needs. Additionally, this partnership will enable you to learn about implementation best practices and the solution being implemented. The sweet spot in a project is where the implementation team understands your needs and you understand how to address those needs with a specialized software solution. At this point you are ready to transition into a more hands-on role with the solution, having the confidence and knowledge to obtain the value expected of that solution.

Questions to consider when looking for an implementation partner:

  • Is there a culture fit?
  • Does the partner have a close and lengthy relationship with Microsoft?
  • How will the partner attempt to fully understand your organization?

Best Practices for Asset Management CRM Implementation

No single implementation methodology is a one-size-fits-all solution for success. End-user needs, past project experiences, team member availability, budgeting processes and business objectives vary considerably from client-to-client and even project-to-project.

That’s why we, as industry experts, must ensure that we are providing you, our client, with the proper guidance needed for you to be successful. This guidance includes matching the best project implementation methodology to your unique business challenges.

Our best practices focus on:

  • Collaboration
  • Due diligence and planning
  • Client immersion
  • Prescriptive solutions based on each client’s business needs

Implementation Methodology: It’s Not One Size Fits All

Our Consensus Methodology is used as a framework for all Hitachi projects, and is tailored to meet each client’s specific business and project needs. Consensus is a melding of our methods and tools, and represents an overall integrated approach resulting in a repeatable, high-quality experience for our customers.

This methodology provides the foundation for a holistic solution that responds to your needs across strategy, people, process and technology with a constant focus on quality.

Benefits of the Consensus Methodology include:

  • Reduced training and transition costs
  • Predictable cost structure for projects and support
  • Cost advantages due to scale and capabilities
  • Access to lower costs due to offshore resources
  • Increased focus on core functions
  • Faster time to market for project ramp up
  • Increased flexibility with remote and onsite resources
Photo businessman working with generic design notebook. Online payments, banking

Training & Support

To get the most out of your new asset management CRM software and to ensure maximum user adoption, you need expert in-person training. The training team at Hitachi Solutions will work beside you to get you up-to-speed on managing and leveraging Engage for Investment Banking, so you get the greatest value from your investment as quickly as possible. We will also ensure that you are kept up to date on the latest Microsoft releases and provided with the most current Microsoft content.

Managed Services Support: Post Go-Live

In our effort to support you at every stage of your digital transformation journey, Hitachi Solutions offers “post-live” support and consultative services delivered via subscription-based plan. You can rely on a dedicated team of support professionals to provide 24/7 support and expert advice, helping you to move your organization ahead.


Benefits of Managed Services include:

  • Predictable, low cost
  • Dedicated team
  • Three pricing tiers for ultimate flexibility
Ready to Reinvent Your Business Solutions?