Engage for Investment Banking

Explore Our Engage for Investment Banking CRM Software Resources
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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 investment banking CRM 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 about what’s best for your business.
  • How industry evolutions affect a move to the cloud
    Cloud CRM is the way of the future — but why? And how could a decision to stay off the cloud impact your business in the long-term?
  • How to determine which choice is best for your organization
    Get a checklist of all the most important considerations to keep in mind when evaluating your options.
Download the Ebook

A Day in the Life of a Senior Associate at an Investment Banking Firm

Engage for Investment Banking is designed to meet the unique needs of your organization. Watch this “Day in the Life of a Senior Associate” video see Hitachi Solutions’ CRM for investment advisors in action.

A Day in the Life of a Senior Associate at an Investment Banking Firm

Engage for Investment Banking Product Sheet

What You’ll Learn

This 3-page product sheet will give you a brief rundown of Hitachi Solutions’ Engage for Investment Banking product. You’ll learn how this investment banking CRM enables the user to better understand and manage member relationships in a way that positively affects business growth. Engage for Investment Banking gives you access to the information and tools you need to help identify viable new prospects, build the right team for every project, and collaborate effectively to close deals.

Finally, we’ll quickly explain why Hitachi Solutions is the right choice, 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