Engage for Investment Banking

CRM Built Specifically for Investment Banking, Designed by Industry Experts, Powered by Microsoft Dynamics 365
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Purpose Built Relationship Management for Investment Banking and Financial Advisory

Hitachi Solutions’ Engage for Investment Banking provides a complete relationship and deal management solution to help you understand and work those relationships in a way that positively impacts the growth of the business. 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.

Quickly and easily understand business relationships

Better understand business relationships, such as sponsors, clients, investors, and legal professional advisors, so you can leverage them successfully to build flow

Fully utilize all of your data

Improve visibility into past deals and use that data to compete more successfully today

Access whatever you need, wherever you are

Access what you need, including documents, information and analysis, or team members and expert advice in real time, anywhere and on any device

Leverage a single, consolidated system

Work the deal more effectively with streamlined, collaborative tools as well as access to pitches, deal documents, and analysis all in one place

Why Hitachi Solutions Engage for Investment Banking software?

We offer 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 adoption through proven best practices.

Core technologies

It starts with core technologies built on Microsoft Dynamics 365 so you can get up and running quickly.

Industry modules

We extend that with our own industry modules that give you capabilities tailored to the unique needs of Investment Banking industry.

A customized solution

Finally, we deliver a customized solution to provide the best fit for your business, so you can focus on your unique strengths, not on basic technology.


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

​To bring you the best, most innovative banking software solution, we partner with Microsoft. Leveraging the power of the Microsoft Cloud combined with our deep industry expertise, Hitachi Solutions designed a powerful Microsoft Dynamics 365 solution built specifically for the banking industry 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 own 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?