Hitachi Solutions America Launches Engage Products for Asset Management and Private Equity

Two newest members of the Engage suite include industry-specific solutions, designed by experts, powered by Microsoft Dynamics 365

IRVINE, Calif. — February 13, 2019 —Hitachi Solutions America, Ltd., a leading provider of global industry solutions powered by the Microsoft Cloud, has announced Engage for Asset Management and Engage for Private Equity – proven, purpose-built products re-engineered specifically for Microsoft Dynamics 365. The Engage product line enables financial institutions to quickly customize and extend the functionality of the Microsoft Cloud to better meet unique industry needs and increase productivity, improve user experience, exceed customer expectations, and comply with strict security and government standards.

Engage for Asset Management

Hitachi Solutions’ Engage for Asset Management is the only partner-developed solution designed to simplify and speed complex relationship and deal management processes for asset management firms, retail fund wholesalers, institutional sales teams, and relationship managers. It delivers centralized, 360-degree visibility to provide a consistent and holistic view of the business, including clients and intermediaries. Industry-specific features include the ability to automate interactions and meeting notes, topic tagging, and reporting – reducing end user effort and exposing deeper insights about relationships. Benefits include:

  • Easily track, manage, and understand key relationships
  • Enable collaboration and visibility to improve efficiency and productivity
  • Enhance reporting and compliance
  • Better manage the entire opportunity life cycle
  • Track and manage distribution lines and performance of dealers, brand offices, and individual reps
  • Better manage pitch response and the RFP and RFI process
  • Gain insight to help improve business development and marketing/communications
  • Easily integrate to third-party data enrichment sources

Engage for Private Equity

Hitachi Solutions’ Engage for Private Equity helps improve efficiency and intelligence throughout the investment lifecycle — from finding and evaluating opportunities, raising funds and working to the deal, to managing investments and providing transparency to every stakeholder. The industry-specific solution is designed to address transaction and fund-raising processes, enabling firms to better connect the right investors with the right opportunities, and improve visibility into performance. Benefits include:

  • Gain visibility and insight into business connections and relationships – including partners, investors, institutions, and legal and professional advisory
  • Get the right people working together to communicate the right messages and share knowledge and best practices
  • Identify opportunities and manage deal processes more effectively
  • Better understand who the stakeholders and influencers are on every deal
  • Track investors and commitments more effectively

The Engage product line is a suite of industry products developed for the Microsoft Cloud portfolio including Dynamics 365, Power BI, and Cortana Intelligence. Designed to extend and enhance the capabilities of the Microsoft Cloud, the unique industry products offer clients the customized software they need in today’s competitive climate. Engage modules offer businesses:

  • Faster time to value
  • Lower risk implementations
  • More successful user adoption
  • Automated workflow and industry-specific data and insights
  • Enhanced sales and customer service

“Effectively managing relationships is key to growth and profitability – which is why most financial services customers choose Microsoft Dynamics 365. However, customizing it to reflect their industry’s roles, processes, and best practices can be costly, time consuming, and hinder user and customer satisfaction,” said Landy Wingard, Industry Vice President, Hitachi Solutions America. “Engage products for financial services are pre-built to quickly and efficiently tailor solutions, lower development costs, and accelerate benefits.”

Hitachi Solutions America has a complete suite of Engage products for the financial services including banking, credit unions, investment banking, credit unions, insurance, and health plans. For more information please contact us.

About Hitachi Solutions America, Ltd.

Hitachi Solutions America, Ltd. helps its customers successfully compete with the largest global enterprises using powerful, easy-to-use, and affordable industry solutions built on the Microsoft Cloud and enhanced with world class Business Analytics, Portals, and Collaboration. Hitachi Solutions America provides global capabilities with regional offices in the United States, the United Kingdom, Canada, India, Japan, China, and Asia Pacific. For more information, call 888-618-1521 or visit:

About Hitachi Solutions, Ltd.

Hitachi Solutions, Ltd., headquartered in Tokyo, Japan, is one of the core IT companies of Hitachi Group and a recognized leader in delivering proven business and IT strategies and solutions to companies across many industries. The company provides value-driven services throughout the IT life cycle from systems planning to systems integration, operation and maintenance. Hitachi Solutions delivers products and services of superior value to customers worldwide through key subsidiaries in the United States, the United Kingdom, Canada, India, China, and Asia Pacific. For more information on Hitachi Solutions, please visit:

About Hitachi, Ltd.

Hitachi, Ltd., headquartered in Tokyo, Japan, delivers innovations that answer society’s challenges with our talented team and proven experience in global markets. The company’s consolidated revenues for fiscal 2017 (ended March 31, 2018) totaled 9,368.6 billion yen ($88.3 billion). Hitachi is focusing more than ever on the Social Innovation Business, which includes power & infrastructure systems, information & telecommunication systems, construction machinery, high functional materials & components, automotive systems, healthcare and others. For more information on Hitachi, please visit the company’s website at