Engage for Investment Banking

Expert relationship management for investment banking and financial advisory

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Product overview

Hitachi Solutions Engage for Investment Banking is for investment advisors to better understand member relationships in a way that positively affects business growth. The customized solution allows you to more easily track and manage contacts and relationships across multiple engagement roles, including sponsors, clients, investors, and legal and professional advisory.

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Business outcomes

  • Better understand business relationships, such as sponsors, clients, investors, and legal and professional advisors, so you can leverage them successfully in the deal flow
  • Improve visibility into past deals and use that data to compete more successfully today
  • Access what you need, including documents, information and analysis, or team members and expert advice in real time, anywhere and on any device
  • Work the deal more efficiently with streamlined, collaborative tools, as well as access to pitches, deal documents, and analysis all in one place

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