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 managers. Tailored for the asset management industry, it delivers 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.
The foundation solution helps identify, manage, and track relationships between clients, pensions, endowments, foundations, defined contribution, sub-advisory, as well as financial intermediaries and strategically managed relationships.
Engage for Asset Management is tailored to meet every need of top-tier asset management companies. Our asset management solution built on D365 is the hub for relationship managers and wholesalers, so all operations and oversight can be streamlined for maximum accuracy and security.
Produce reports on key metrics, including closed deals MTD or YTD, total AUM, total net new assets, prospecting activity, and sales pipelines, while supporting details such as top referral sources, cross-sell strategies and products, average sales cycle, and more.
Surface relevant and contextual information from third-party providers as well as managed account and record keeping platforms, ensuring relationship managers and supporting team members have a complete view of their constituency.
Easily track, manage, and understand key relationships and simplify the complex web of people across institutional and intermediary distribution channels, including clients, fiduciaries, RIAs, FAs, and consultants. Enable end users to surface key data at various levels, including dealer, branch, and individual reps, exposing opportunities for coordinated development and focus.
Enable your teams to better coordinate around the deal with collaborative tools and real-time access to client profiles, prior pitch and presentation materials, performance data, and mandate requirements. The solution also utilizes best-practice process flows to further streamline team collaboration around asset classes and strategies to drive efficiency with RFP and new account setup processes.
Communicate the right messages to the right people with a set of unified tools so you can plan and execute campaigns and measure results.
Enhance the productivity of your people by giving them secure, managed access to agreements and other client artifacts so they can better execute on deals. It provides the reporting capabilities needed to achieve greater visibility into opportunities, at-risk or vulnerable clients, activities, and trade details surfaced via dashboards and homepages that have been tailored for the individual users within your organization.
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