Engage for Banking

Better compete through customer-focused relationship management


Engage for Banking

Hitachi Solutions’ Engage for Banking is tailored for the unique business needs of retail and commercial bankers. It provides you with a holistic, customer-centered view of your business and helps you build strong, long-lasting relationships with customers.

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. Easy to implement and adopt, it also provides rapid return on investment.

Business outcomes

With three out-of-the-box banking-specific modules, Engage for Banking enables you to focus on all aspects of your business and the customer lifecycle — from relationship and engagement management to business development.

  • Quickly and easily understand your customers
  • Offer customers the products they need
  • Leverage a single centralized system and customized dashboards
  • Win more business and increase customer retention

Retail banking

Provide a superior customer experience and win long-term loyalty from your customers. The retail banking module gives you the tools you need to put the customer at the center of every interaction with a complete and holistic view of customer, financial, and business data.

  • Role-based dashboards for tellers, relationship managers, branch managers, and back-office staff
  • Customer, household, and account management
  • Integrated cross-sell and up-sell with every interaction
  • Complete view of customer profile, history, and financial products across lines of business

Commercial banking

Uncover new opportunities and execute more effectively with collaborative tools that give everyone a complete view of customers, prospects, and opportunities. The commercial banking module gives you the information you need to build strong, profitable relationships with your clients.

  • Single view of business customers and their relationship with the bank
  • Automated and streamlined processes, including client onboarding and RFP response
  • Modeling for complex relationships between businesses, owners, investors, and households
  • Collaborative tools for sharing documents, information, and alerts for projects and deal teams

Wealth management

Provide superior advisory services to your customers and offer them financial options that are tailored to their needs. The wealth management module gives your people streamlined tools and access to customer information, financial data, and targeted offers that help you win the customer’s trust and loyalty.

  • 360-degree view of clients, households, assets, liabilities, and products across lines of business
  • Portfolio management, financial planning data models, and built-in best practices
  • Activity and service management with automated workflows for meetings and tasks
  • Consolidated view of portfolio, holdings, transactions, and market values

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