Engage for Investment Banking

Built for Investment Banking, Designed by Industry Experts, Powered by Microsoft Dynamics 365
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Build Stronger Business Relationships with Our Investment Banking CRM Software

Hitachi Solutions’ Engage for Investment Banking is a CRM for investment advisors that enables the user to better understand and manage member relationships in a way that positively affects business growth. Our solution gives you access to the information and tools you need to help find viable new prospects, build the right team for every project, and collaborate effectively to close deals.

Use business relationships to your advantage

Gain insight into business relationships — including those with sponsors, clients, investors and legal professional advisors — and leverage those insights to build flow.

Make the most of your data

Improve visibility into past deals and use that data to gain better footing in a competitive market.

The information you need, where and when you need it

Access important documents, information and analysis, team members, expert advice, and more in real time, from any device, anywhere.

Leverage a single, consolidated system

Work deals more effectively with streamlined, collaborative tools — as well as access to pitches and deal documents — all from a single interface.

Why Hitachi Solutions Engage for Investment Banking CRM?

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

Core technologies

Our CRM for investments advisors is built on Microsoft Dynamics 365 so you can get up and running that much faster.

Industry modules

We build on that Dynamics 365 foundation with our own industry modules, which give you capabilities tailored to the unique needs of investment banking industry.

A customized solution

Finally, we deliver a customized investment banking CRM solution to provide the best fit for your business, so you can focus on your unique strengths instead of basic technology.


​Combining the Power of the Microsoft Dynamics’ Cloud with Hitachi Solutions’ Industry Expertise

We partner with Microsoft to bring you the best, most innovative investment banking CRM software solution. By leveraging the power of the Microsoft Cloud, as well as Hitachi Solutions’ extensive industry expertise, we’re able to provide a powerful CRM for investment advisors 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.


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

Ready to Reinvent Your Business Solutions?