Hitachi Solutions Engage for Asset Management

Hitachi Solutions Engage for Asset Management is designed to meet the unique needs of top-tier asset management firms, retail fund wholesalers, institutional sales teams, and relationship mangers. Customized for the industry, it delivers a centralized, 360-degree view of your key financial advisor, client, consultant, custodian, and plan administrator relationships so you can have a consistent, customer-centric and holistic view of your business.

The solution helps identify, manage, and track relationships between clients, pensions, endowments, foundations, defined contribution, sub-advisory, and financial intermediaries.

• Better profile and segment key relationships
• Increase visibility into contract management to enhance engagement
• Gain real-time visibility of opportunity by stage to better manage the opportunity life cycle
• Track and manage distribution lines and performance of dealers, brand offices, and individual reps
• Better manage pitch response and RFP and RFI process

Hitachi Solutions offers 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.

Please contact Hitachi Solutions for more information on our full product suite.