Engage for Banking

Robust Functionality That Puts Relationships First - So You Can Exceed High Customer Expectations.
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Engage for Banking Functionality

direct-channel-management-iconRetail Banking

Provide a superior customer experience and win long-term loyalty from your customers. Our Retail Banking Module gives you the tools you need to put the customer at the center of every interaction with a complete and holistic view of customer, financial, and business data.

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Commercial Banking

Uncover new opportunities and execute more effectively with collaborative tools that give everyone a complete view of customers, prospects, and opportunities. Our Commercial Banking Module gives you the information you need to build strong, profitable relationships with your clients.

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Wealth Management

Provide superior advisory services to your customers and offer them financial options that are tailored to their needs. Our Wealth Management Module gives your people streamlined tools and access to customer information, financial data, and targeted offers that help you win the customer’s trust and loyalty.

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Hitachi Solutions Engage for Banking

Hitachi Solutions provides a CRM that’s built for banks.

engage-banking-screenshot

Familiar tools that are easy to use built on the Microsoft Outlook user experience.

Core integration with marketing, lending, service, and backend core banking systems.

Mobility providing access to customer data, collaboration, and schedules wherever you are.

Marketing automation that enables you to accurately track the ROI of each marketing action.

Customer service with consolidated customer data and
automated resolution and follow-up.

Retail Banking

Provide a superior customer experience and win long-term loyalty from your customers. Our Retail Banking Module gives you the tools you need to put the customer at the center of every interaction with a complete and holistic view of customer, financial, and business data.

Role-based dashboards for tellers, relationship managers, branch managers, and back-office staff.

Customer, household, and account management.

Integrated cross-sell and up-sell with every interaction.

Complete view of customer profile, history, and financial products across lines of business.

 

Commercial Banking

Uncover new opportunities and execute more effectively with collaborative tools that give everyone a complete view of customers, prospects, and opportunities. Our Commercial Banking Module gives you the information you need to build strong, profitable relationships with your clients.

Single view of business customers and their relationship with
the bank.

Automated and streamlined processes including client
onboarding and RFP response.

Modeling for complex relationships between businesses,
owners, investors, and households.

Collaborative tools for sharing documents, information, and
alerts for projects and deal teams.

Wealth Management

Provide superior advisory services to your customers and offer them financial options that are tailored to their needs. Our Wealth Management Module gives your people streamlined tools and access to customer information, financial data, and targeted offers that help you win the customer’s trust and loyalty.

360-degree view of clients, households, assets, liabilities, and
products across lines of business.

Portfolio management, financial planning data models, and
built-in best practices.

Activity and service management with automated workflows
for meetings and tasks.

Consolidated view of portfolio, holdings, transactions, and
market values.

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