Engage for Wealth Management

Tailored for the needs of top-tier wealth management practices

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Product overview

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.

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Business outcomes

  • Visualize and track relationships between clients, households, and companies
  • Use customer data to provide personalized advice, improved service, and targeted offers
  • Take a data-driven approach to business development
  • Win new customers and increase wallet share
  • Resolve inquiries quickly and become a trusted advisor

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Feature functionality

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