Hitachi Solutions Engage for Asset Management

Purpose-Built Relationship Management for the Asset Management Industry

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Revolutionize Your Asset Management Business With a Customer-Centric Approach and Industry-Specific Tools

In today’s fast-paced digital age, there’s nothing more important than a personalized client experience, which can be especially tricky in the capital markets sector where it is common to manage B2B2B, B2B2C, and third-party influencer relationships for a given transaction or fund distribution model for firms in the capital markets sector. There are many parties to track and manage throughout the marketing, sales, and service process. Whether it’s distribution through advisors and working with a plan consultant, the ability to capture and manage information for both intermediaries and end-clients is foundational.

Don’t Just Keep Up with the Industry, Get Ahead of The Curve

Asset Management is changing rapidly and becoming more complex. To keep up with the industry, you need the right tools and a partner who deeply understands your business and customer needs. Effectively managing complex customer relationships is essential for asset management businesses to:

Increasing Competition  
The rise of new players and the growing influence of passive investment strategies are putting pressure on asset managers to differentiate themselves and offer unique value propositions.

Regulatory Complexity 
A constantly changing regulatory landscape requires asset managers to stay up-to-date on compliance requirements while managing risk effectively

Evolving Client Expectations  
As clients demand more personalized and sophisticated solutions, asset managers must find innovative ways to meet their needs and build long-lasting relationships.


How We Solve for Your Challenges

Using Microsoft Dynamics 365 to manage your relationships and deals will help provide insights and analytics to match deals with strategic investors and provide context to your partners’ strategic preferences.

Hitachi Solutions tailored this solution for asset management firms, retail fund wholesalers, institutional sales teams, and relationship mangers, to give them a single 360-degree view of key financial advisor, client, consultant, custodian, and plan administrator relationships.

With this level of visibility, your firm gets a customer-centric and holistic view of your business, giving you insights to:

  • Identify, manage, and track relationships between clients, pensions, endowments, foundations, and financial intermediaries with a high level of detail in one place
  • Segment audiences ranging from firm affiliation, product usage, trends in asset flows, and more, enabling targeted marketing
  • Increase visibility into contract management to enhance engagement
  • Gain real-time visibility of deals and asset bundles by stage to better manage the deal lifecycle
  • Track and manage distribution lines and performance of dealers, branch offices, and individual reps
  • Better manage pitch response and RFP and RFI process


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Get more from Dynamics 365 with Hitachi Solutions add-on solutions. We’ve leveraged our decades of industry experience and technology expertise to deliver solutions that extend the value of your business applications. Talk to our experts today.

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