Hitachi Solutions Engage for Banking

Tailor-Made Relationship Management for Banking

Transform Your Banking Operations with Added Dynamics 365 Capabilities

The banking industry is facing enormous challenges, from increasing competition and regulatory compliance, to changing business models and customer retention.
Banks need a solution that gives them a complete view of their business, with unparalleled customer relationship management designed specifically for industry. Hitachi Solutions Engage for Banking, built on Microsoft Dynamics 365, empowers you to comprehensively understand, track, and manage your relationships with customers and prospects – leading to increased wallet share and enhanced customer loyalty.

Hitachi Solutions Engage for Banking provides leaders with a holistic, customer-centric view of their business, fostering strong, enduring relationships with customers.

Business outcomes

Engage for Banking enables you to focus on all aspects of your business and the customer lifecycle — from relationship and engagement management to business development.

Customer-centric view to enable increased wallet share and long-lasting relationships with customers.

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Key Capabilities of Hitachi Solutions Engage for Banking:

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360-degree Customer View

Gain a comprehensive understanding of your customers by integrating all customer information within Dynamics 365. Obtain a complete 360-degree view of each customer, including their profile, household, interaction history, owned products, and financial needs.

Effective Marketing Campaign and Offer Management

Adopt a highly structured, data-driven approach to business development and ensure consistent communication and present compelling offers to customers, regardless of the channels through which you interact with them. Share and utilize customer insights to offer personalized advice, enhance service quality, and deliver targeted upselling and cross-selling opportunities.

Real-time Analytics and Reporting

Make informed decisions using role-specific and line-of-business customized dashboards and reports that contextualize information. Leverage real-time data analytics to gain actionable insights into your bank’s performance, trends, and opportunities. Utilize built-in reports or create custom, interactive dashboards to inform strategic decision-making and enhance response to market changes.

Streamlined Lending Services

Enhance the efficiency of your lending processes with automation and seamless workflows. Ensure compliance, reduce manual errors, and provide faster, more accurate approvals to improve customer satisfaction while saving significant time.

Transform Your Banking Operations

Get a better bang for your Dynamics 365 buck with Hitachi Solutions add-on solutions. We’ve leveraged our decades of banking experience and technology expertise to deliver solutions that extend the value of your business applications.

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