Engage for Wealth Management

Today’s wealth advisors and client service teams deal with many challenges that negatively affect finding new clients, keeping existing ones, and increasing wallet share. To better compete they need to build trust and meet high customer expectations with personalized service, compelling communications, and informed and timely decisions.

Hitachi Solutions Engage for Wealth Management arms you with unprecedented visibility into client, company, and investment data so you can address these challenges and increase your assets under management, find and execute on new business opportunities, and build strong and trust-based relationships.

Engage for Wealth Management can be utilized to help financial advisors and client service teams more effectively define and track relationships between households, contacts, and companies. It streamlines and automates processes, including new client onboarding, new investment account setup, allocation change, distribution request, and investment review meetings.

Solution modules include:

• Advisor-client relationship module
• Client service module
• Business development module