Engage for Investment Banking

Exceed customer expectations with Engage for Investment Banking’s robust functionality.
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Engage for Investment Banking CRM Features

direct-channel-management-iconRelationship Management

More easily track, manage, and understand a diverse range of contacts and stakeholder relationships across engagement roles, including sponsors, clients, investors, and legal professional advisory.

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risk-management-module-iconDeal & Engagement Management

Enable your teams to better coordinate around deals with collaborative tools and real-time access to client profiles, pitches, financial data, analysis, and team documents. Streamline deal execution with process flows designed around common activities and transactions, including mergers and acquisitions, restructuring, and advisory services.

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Business Development & Marketing

Communicate the right message to the right people with a set of unified tools designed to create targeted lists, plan campaigns, execute on your marketing plan, and measure results and ROI.

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Relationship Management

Hitachi Solutions’ investment banking CRM makes it easier to track, manage, and understand a diverse range of contacts and stakeholder relationships across engagement roles, including sponsors, clients, investors, and legal professional advisory.

Contact and Firm Management

Better manage your network of strategic partnerships with all types of firm, including clients, prospects, financial sponsors, buyers, and legal and professional advisory.

Profiling and Visualization

Clearly understand the relationships between stakeholders, including company and subsidiary hierarchies, sponsorship and ownership, and owner and investor hierarchies.

Scoring and Metrics

Develop relationships with the right people and firms and use metrics to evaluate the strength of those relationships.

Deal & Engagement Management

Our CRM for investment advisors will enable your teams to better coordinate around deals with collaborative tools and real-time access to client profiles, pitches, financial data, analysis, and team documents. Streamline deal execution with process flows designed around common activities and transactions, including mergers and acquisitions, restructuring, and advisory services.

Pitch Management

Give pitch teams access to data, documents, and information, as well as automated processes to optimize your efforts and maximize your chances of success.

Deal Management

Provide end users and line-of-business teams with an experience tailored to each job role, including associate, analysts, and managing directors.

Business Development and Marketing

Communicate the right message to the right people with Engage for Investment Banking’s set of unified tools designed to create targeted lists, plan campaigns, execute on your marketing plan, and measure results and ROI.

Communication Management

Develop and segment marketing lists and target lists and use bulk email to more efficiently communicate your message.

Campaign Management

Improve campaign execution and track the ROI of your marketing efforts.

Event Management

Develop your business through webinars, conferences, analyst meetings, and other events.

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