BUILD STRONG, LONG-LASTING RELATIONSHIPSWITH YOUR CUSTOMERS

Why Choose Hitachi SolutionsWe offer deep industry expertise combined with decades of experience providing high-value solutions that deliver rapid return on investment. Our implementation methodology is designed to give you a faster, lower-risk implementation and rapid adoption through proven best practices.

It starts with core technologies built on the Microsoft Dynamics CRM platform so you can get up and running quickly. We extend that with our own industry modules that give you capabilities designed for common industry scenarios. Finally, we customize the solution to provide the best fit for your business, so you can focus on your unique strengths, not on basic technology.

This approach is designed to give you:

• Faster delivery, with core technologies already in place.• Lower cost with less time and money spent on custom development.• Higher quality delivered through technology and expertise that’s focused on your industry.• A solution that’s customized for your business and based on your requirements and business needs.

Meet the expectations of today’s demanding customers with financial services that address their unique needs and aspirations.

Hitachi CRM for Wealth Management gives wealth advisors and client service teams unprecedented visibility into client, company, and investment data so they can use it to make better-informed decisions. Increase your assets under management by finding and executing on new business opportunities and building strong, trust-based relationships with existing clients.

Hitachi CRM for Wealth Management enabled advisory firms to:

• Visualize and track the complex relationships between clients, households, and companies.• Use customer knowledge to provide personalized advice, improve service, and provide targeted up-sell and cross-sell

offers• Take a highly structured, data-driven approach to business development

Hitachi CRM for Wealth Management

Win new customers and increase your share of wallet with compelling communications and targeted offers.

• Lead and opportunity management—Manage leads,opportunities, and referrals and ensure consistentfollow-up with automated routing and tracking.

• Cross-sell and up-sell—Capitalize on cross-sell andup-sell opportunities by giving clients and householdsoffers that are tailored to their specific needs, profile,and risk tolerance.

• Campaign management—Create and executecampaigns quickly and track the return on your investment back to specific marketing actions.

• Event management—Seamlessly capture, prioritize,and route leads from events to help make sure youfollow up quickly with the right information.

Business Development Module

Client Service Module

Enable financial advisors and client service teams to more effectively understand and track relationships between households, contacts, and companies.

• Household management—Gain a clear understanding ofall the accounts held by an individual, their familymembers, or head of a household so you can provide theright advice and find opportunities to increase share ofwallet.

• Portfolio management—Keep accurate track of yourclients, investments, companies, and business contacts inorder to connect with the right people and the right timeand identify new opportunities.

• Contact management—Better forecast sales, identify newopportunities, and respond quickly to changing marketconditions.

• Roll-up reporting—Roll up reports and view activity at theclient, business, or household level to gain a betterunderstanding of how you’re serving your clients.

Advisor and Client Relationship Module

Put customer data in context so you can resolve inquiries quickly and become a trusted advisor to your customers.

• Service 360—Gain a single, holistic view of the client, including accounts, portfolio, household, and businessrelationships so you can provide them with the right services at the right time, increasing satisfaction and loyalty.

• Service resolution—Respond to requests and inquiries quickly with automated processes for common tasks such asclient onboarding, investment review meetings, allocation changes, or distribution.

• Advisor desktop—Maximize advisor productivity by giving them consolidated visibility into clients and investmentaccounts, reducing time spent hunting for information.

us.hitachi-solutions.comIrvine - 949.242.1300 / Greenville - 864.250.2170NA Marketing@hitachi-solutions.com