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 mangers. Customized for the industry, it delivers a centralized, 360-degree view of your key financial advisor, client, consultant, custodian, and plan administrator relationships so you can have a consistent, customer-centric and holistic view of your business.

The solution helps identify, manage, and track relationships between clients, pensions, endowments, foundations, defined contribution, sub-advisory, and financial intermediaries.

Better profile and segment key relationships
Increase visibility into contract management to enhance engagement
Gain real-time visibility of opportunity by stage to better manage the opportunity life cycle
Track and manage distribution lines and performance of dealers, brand offices, and individual reps
Better manage pitch response and RFP and RFI process

Hitachi Solutions offers deep industry expertise combined with decades of experience providing high-value solutions that deliver rapid return on investment. Our implementation methodology is designed to give you a faster, lower-risk implementation and rapid adoption through proven best practices.

Please contact Hitachi Solutions for more information on our full product suite.

Hitachi Solutions Engage for Asset Management

by Hitachi Solutions