Engage for Wealth Management

Schedule a Demo

Overview

Advisor and Client Relationships

Enable financial advisors and client service teams to more effectively understand and track relationships between households, contacts, and companies with holistic view of client and investment data so they can deliver superior advisory services.

Client Service

Put customer data in context so you can resolve inquiries quickly and become a trusted advisor to your customers thanks to a 360-degree view of the customer with consolidated service apps and automated activities that help you provide the highest possible level of service and win long-term loyalty.

CRM Wealth Management Client Service Icon

Business Development

Win new customers and increase your share of wallet with compelling communications and targeted offers because your team is able to execute effectively on every lead and opportunity and trace ROI back to specific marketing activities thanks to lead and opportunity management, campaign management and event management capabilities.

CRM Wealth Management Dashboard

Hitachi Solutions’ D365 Tools

Take your D365 implementation further, faster with our D365 Tools – a suite of pre-built plug-ins, controls, scripts, and dashboards that streamline and automate common scenarios, protect customizations, improve the user experience, and keep your system up-to-date.

Learn More
CRM Essentials Dashboard

Our Expert Services

Designed for Success

Our field proven implementation approach is based on years of helping clients transform their organizations with enhanced processes and enterprise software optimization. With every client relationship and project our focus is on your business goals. We collaborate to define improved processes, build and deploy capabilities to optimize those processes, measure results and move forward with continuous improvements.

expert-services-icon

Flexible Services Approach

We help ensure your success with the Hitachi Solutions Industry Cloud by getting the right team of experts into the mix at the right time. Our project leaders and consultants act as guides to help your implementation along by using the project approach that best matches your business model, the skills of your team and your specific requirements. Our approach can flex from classic waterfall to agile to a hybrid in between depending on the approach that you are most comfortable with.

All In Subscription or Hybrid Services + Subscription

The Hitachi Solutions Industry Cloud can include a range of expert services like integration, data migration, custom development or a complete ERP, CRM or BI implementation from top to bottom. We can wrap subscription pricing around any services and include it into your Industry Cloud subscription or you can subscribe and pay for services separately. We’re flexible. Our goal is to make sure our pricing and subscription matches your needs.

All In Subscription or Hybrid Services + Subscription
microsoft-dynamics-crm-berkshire
Hitachi Solutions, due to its experience working with private equity firms, was able to help us enhance the process of tracking these business flow activities.
- Eric Souza, Director of Information Technology, Berkshire Partners
dynamics-crm-sei
We selected Microsoft Dynamics CRM since our revenue producers were already Outlook power users; we simply gave them a familiar and intuitive user interface.
- Dan Madden, Investment Manager Services, SEI

Ongoing Support

Personal Attention
Personal Attention

We assign an expert team to focus on your business. Use them for whatever services you choose: fixing issues, maintaining and managing systems, adding richer functionality and more.

Predictable Cost
Predictable Cost

Subscribe to an allocation of hours from our dedicated pool of Microsoft Dynamics and BI experts on a predictable, monthly service plan. Three tiers, Gold, Silver and Bronze, help you choose the service level and price that’s best for you.

The Power of a Team
The Power of a Team

Experience has taught us that the right team of two or three experts can cover the breadth of information required to keep a system live and thriving. We build our support teams right and back them with all the experience of our global team.

Ready to Reinvent Your Business Solutions?
GET STARTED