Industry Cloud for Asset Management

The Microsoft Cloud Hitachi Solutions Software Expert Services Ongoing Support
Your Complete, Ready-To-Use Vertical Solution

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Vertical Solutions

Each Industry Cloud is powered by the Microsoft Cloud plus Hitachi Solutions’ vertical specific software. We leverage years of experience and expertise with Microsoft AX, CRM and Business Intelligence to build solutions that hit the sweet spot for each vertical and provide an incredibly simplified experience. > Read more…

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Expert Services

Our approach to implementation ensures results by focusing on your business goals. We help prepare your organization to successfully adopt and leverage new systems and capabilities. Our own project delivery methodology ensures quality, manages risk and promotes efficiency so you can drive value for your business by utilizing our vertical solutions and experience. > Read more…

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Ongoing Support

Success is a journey which doesn’t end at go-live. Our dedicated support teams reside in multiple countries to ensure that issues are resolved in the quickest possible timeframe so you can stay focused on your business. Our breadth and depth of knowledge provides continuous support ranging from troubleshooting, deployment and environment management. > Read more…

Hitachi CRM for Asset Management

Hitachi CRM for Asset Management Dashboard

Relationship Management

Easily track, manage and understand key relationships and simplify the complex web of people across institutional and distribution channels including clients, fiduciaries and consultants. Additionally, visibility into retail channel relationships enable end users to surface key data at various levels, including dealer, branch, and individual reps exposing opportunities for coordinated development and focus.

Deal Management

Enable your teams to better coordinate around the deal with collaborative tools and real-time access to client profiles, prior pitch and presentation materials, performance data, and mandate requirements while utilizing best-practice process flows to further streamline team collaboration around asset classes and strategies to drive efficiency with RFP and new account setup processes.

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Business Development and Marketing

Communicate the right messages to the right people with a set of unified tools for creating target communication lists so you can plan campaigns, execute on your marketing plan, and measure results and ROI through communication management, campaign management and event management capabilities inside of CRM.

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Document Management and Reporting

Enhance the productivity of your people by giving them secure, managed access to agreements and other client artifacts so they can better execute on deals. CRM provides the reporting capabilities needed to achieve greater visibility into opportunities, at risk or vulnerable clients, activities, and trade details surfaced via dashboards and homepages that have been tailored for the individual users within your organization.

CRM for Asset Management Integration Screenshot


Display information from back-end systems and third party providers inside CRM to help ensure relationship managers and supporting team members have everything they need to serve the client. Integration can include portfolio management systems, trade data and other common feeds as well as enrichment sources for client and consultant data such as MMD™, and advisor data sources such as Discovery™.

Hitachi Solutions Asset Management Solution for Microsoft Dynamics CRM YouTube Video

Hitachi Solutions Asset Management Solution for Microsoft Dynamics CRM

Hitachi Solutions has tailored Microsoft Dynamics CRM to meet the needs of top-tier asset management companies. Operating directly within the familiar Microsoft Outlook application and serving as the hub of the advisor workstation, our Asset Management-configured solution for CRM 2013 can produce reports and dashboards on key metrics, including closed deals MTD or YTD, total AUM, total net new assets, prospecting activity, sales pipelines, top referral sources, household growth opportunities, average sales cycles, production goals, fees vs. commission activity, and at-risk clients.

Hitachi CRM Essentials

Hitachi CRM Essentials for Asset Management Dashboard

Hitachi CRM Essentials helps you achieve a successful CRM implementation more quickly and at a lower cost. It provides an extensive library of plug-ins, controls, and customizations that enable you to meet all of your industry and business requirements.
– Hitachi CRM Essentials includes:

  • Business Rules Engine
  • JavaScript Library
  • Agent Desktop
  • Portal Framework
  • User Adoption Solution
  • Editable Grid
  • Hierarchy Visualizer
  • CRM + SharePoint Enhancement
  • Plug-In Library

+ Learn more about Essentials…

Expert Services
Add the Right Team and Approach to Your Industry Solution Equation

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Designed for Success

Our field proven implementation approach is based on years of helping clients transform their organizations with enhanced processes and enterprise software optimization. With every client relationship and project our focus is on your business goals. We collaborate to define improved processes, build and deploy capabilities to optimize those processes, measure results and move forward with continuous improvements.

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Flexible Services Approach

We help ensure your success with the Hitachi Solutions Industry Cloud by getting the right team of experts into the mix at the right time. Our project leaders and consultants act as guides to help your implementation along by using the project approach that best matches your business model, the skills of your team and your specific requirements. Our approach can flex from classic waterfall to agile to a hybrid in between depending on the approach that you are most comfortable with.

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All In Subscription or Hybrid Services + Subscription

The Hitachi Solutions Industry Cloud can include a range of expert services like integration, data migration, custom development or a complete ERP, CRM or BI implementation from top to bottom. We can wrap subscription pricing around any services and include it into your Industry Cloud subscription or you can subscribe and pay for services separately. We’re flexible. Our goal is to make sure our pricing and subscription matches your needs.

Ongoing Support

Our dedicated global support teams ensure that issues are resolved in the quickest possible timeframe so you can stay focused on your business. Our breadth and depth of knowledge provides continuous support ranging from troubleshooting, deployment and environment management.

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Personal Experience

Hitachi Solutions Managed Services feels just like having an in-house expert Microsoft Dynamics support team, with all those rare skills, on the end of the phone, on email, IM, Skype, Lync, whatever works best for you.

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Predictable Cost

We connect you with a dedicated pool of Dynamics AX talent, on a predictable monthly plan. There are three tiers of service: Bronze, Silver and Gold. Each comes with a base allocation of hours which can be used however you need.

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The Power of 3

Long experience has taught us that the right team of 3 can cover the challenging breadth required to keep a system live and thriving. We build our teams right, and support them with the breadth and depth of the Hitachi Solutions global team.

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