Financial Services

Achieve more with solutions built for financial services


What we’re seeing in the Financial Services industry

Over the past decade we have become a data-driven, cloud-centric world. For financial services companies, that transformation has been a double-edged sword. While visibility and electronic access to large amounts of data has provided unlimited opportunity for efficiency and customer service improvements, it has led to dramatic business model and industry transformation:

  • Smart, savvy fintech competitors have entered the market, disrupting traditional customer relationships
  • Global digitization is changing customer expectations to include 24/7 self-service, lightning-fast response, and personalized experience across service channels and payment platforms
  • With sophisticated cybercrime on the rise, maintaining security and privacy are critical to customer trust
  • Stringent and complex regulatory compliance must be delivered to ensure a good reputation and avoid security breaches, fines, and litigation
  • Spending cuts and shrinking budgets hinder maintaining IT infrastructures properly, leaving them vulnerable and potentially impairing customer service

Top Financial Services business challenges

We were able to stay focused on the goals we wanted to accomplish. The Hitachi team brought tools and experience to help better implement our business processes.

Isai Amaya-Garcia, Sr. Software Engineer, PFM

industry-focused products and solutions

Upgrade your implementations and relationships

As you look to move away from disparate legacy systems, data silos, and manual processes, Hitachi Solutions offers the expertise and packaged, industry-focused solutions built to take your implementations and relationships to the next level.

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Empower: Analytics as a Service

Take full control of your data through Analytics as a Service (AaaS) with Empower. Featuring an enterprise-class data platform on Azure Data Services, this platform includes the best tooling available for enhancing the base Azure platform.

  • Greater visibility
  • Eliminates the mundane
  • Continued support
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Dynamics 365 Tools

You’ve invested a lot in your custom Microsoft Dynamics 365 implementation. Protect that investment against the negative effects of inefficient integrations, constant platform release cycles, and changing business needs.

  • Shortcut costly add-ons and complex integrations
  • Automate software releases and upgrades
  • Simplify rule and code changes
  • Plug-ins, libraries, and other tools
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Engage for Banking

The plug-and-play solution helps you better understand, track, and manage your relationships with customers and prospects so you win more business and improve customer loyalty.

  • Retail Banking
  • Commercial Banking
  • Wealth Management
  • Loan Origination & Servicing
  • Marketing Automation
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Engage for Credit Unions

With this 360-degree view of member data, you can better engage with members and the community and provide more responsive service.

  • Member Management
  • Business Development
  • Member Service
  • Loan Origination & Servicing
  • Marketing Automation
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Engage for Private Equity

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.

  • Advanced Relationships
  • Business Development
  • Deal Management
  • Investor Management
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Engage for Investment Banking

Easily track and manage contacts and relationships across multiple engagement roles, including sponsors, clients, investors, and legal and professional advisory.

  • Track, manage, and understand
  • Unified tools
  • Secure and managed access
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Engage for Asset Management

A centralized, 360-degree view of your key relationships including client, consultant, custodian, as well as core service providers and core relationships across other supported distribution channels.

  • Consultant Relations
  • Institutional & Intermediary Relationship Management
  • Dependable Data for Accurate Reporting
  • Document Management & Reporting
  • Relationship Management
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Engage for Wealth Management

Build trust and meet high customer expectations with personalized service, compelling communications, and informed and timely decisions.

  • Advisor-client relationship module
  • Client service module
  • Business development module
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of global financial services organizations are still in a very early or immature state of their digital transformation journey

1 in 3

financial services CIOs identify digital as their top business priority


of asset and wealth managers identify increased data analytics as their primary focus

Protect and secure your employees, customers, and data.

Find out how