Engage for Banking

Explore Hitachi Solutions’ resources library to learn more about Engage for Banking.
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An Industry Guide for Evaluating a Move to Cloud CRM

What’s Inside

This 26-page guide will teach you everything you need to know about moving your banking CRM from on-premises to the cloud, including examples, recent study data, process improvement recommendations, and more. You’ll learn:

  • The pros and cons of on-premises CRM vs cloud CRM
    Get an honest perspective on the advantages and disadvantages of each platform, so you can make an informed decision on what’s best for you business.
  • How industry changes affect the move to the cloud
    Cloud CRM is the way of the future – but why? And how could choosing to stay on-premises impact your business in the long-term?
  • How to make the right choice for your organization
    Get a checklist of the most important considerations to make when evaluating options.
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Day in the Life of a Branch Manager at a Retail Bank

Learn firsthand how Hitachi Solutions’ Engage for Banking CRM solution can help you address the unique needs of a retail bank in this break “Day in the Life” video.

Day in the Life of a Branch Manager at a Retail Bank

Engage for Banking Product Sheet

What You’ll Learn

This 3-page product sheet will give you a brief rundown of Hitachi Solutions’ Engage for Banking product. You’ll learn how Engage for Banking can help your organization focus on all aspects of the financial services business and the customer lifecycle, from relationship and engage management to business development. Plus, we’ll break down the four primary toolsets within Engage for Banking – core modules, along with industry-specific modules for retail banking, commercial banking, and wealth management.

Finally, we’ll quickly explain why going with Hitachi Solutions is a smart bet due to our extensive industry expertise and decades of experience providing high-value solutions that deliver a rapid return on investment.

Download the Product Sheet

Day in the Life of a Commercial Banker

Find out how Engage for Banking’s industry-specific modules make it possible to stay competitive in the commercial banking sector with this short “Day in the Life” video.

Day in the Life of a Commercial Banker