Engage for Banking

Exceed customer expectations with Engage for Banking’s robust functionality.
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Core Engage for Banking Functionality

 

Hitachi Solutions provides a CRM solution designed specifically for the financial services industry. With Engage for Banking, you get the following:

  • Familiar, easy to -to-use tools 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 no matter where you are
  • Marketing automation that enables you to accurately track the ROI of each marketing action
  • Customer service with consolidated data and automated resolution and follow-up

Industry-Specific Modules

direct-channel-management-iconRetail Banking

Provide a superior customer experience, increase  and win long-term loyalty from your customers. Our Retail Banking Module provides a holistic view of customer, financial, and business data, so you can put the customer at the center of every interaction.

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Commercial Banking

Uncover new opportunities and execute strategy more effectively with collaborative tools that provide 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 tailored to their needs. Our Wealth Management Module gives employees streamlined tools and access to customer information, financial data, and targeted offers that will help you win customer 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 with our Retail Banking Module. This module provides a holistic view of customer, financial, and business data, so you can put the customer at the center of every interaction.

The Retail Banking Module includes:

  • 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.
  • A 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 with our Commercial Banking Module. This module gives you the information you need to build strong, profitable relationships with your clients.

The Commercial Banking Module includes:

  • A 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 with our Wealth Management Module. This module provides your employees with streamlined tools and access to customer information, financial data, and targeted offers that help you win the customer’s trust and loyalty.

The Wealth Management Module includes:

  • A 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.
  • A consolidated view of portfolio, holdings, transactions, and
    market values.
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