Hitachi Solutions America, Ltd. has announced Engage for Asset Management and Engage for Private Equity – products re-engineered specifically for Microsoft Dynamics 365. The Engage product line enables financial institutions to quickly customize and extend the functionality of the Microsoft Cloud to better meet unique industry needs and increase productivity, improve user experience, exceed customer expectations and comply with strict security and government standards.

Engage for Asset Management
Hitachi Solutions’ Engage for Asset Management is the only partner-developed solution designed to simplify and speed complex relationship and deal management processes for asset management firms, retail fund wholesalers, institutional sales teams and relationship managers. It delivers centralized, 360-degree visibility to provide a consistent and holistic view of the business, including clients and intermediaries. Industry-specific features include the ability to automate interactions and meeting notes, topic tagging, and reporting – reducing end user effort and exposing deeper insights about relationships. Benefits include:

• Easily track, manage, and understand key relationships
• Enable collaboration and visibility to improve efficiency and productivity
• Enhance reporting and compliance
• Better manage the entire opportunity life cycle
• Track and manage distribution lines and performance of dealers, brand offices, and individual reps
• Better manage pitch response and the RFP and RFI process
• Gain insight to help improve business development and marketing/communications
• Easily integrate to third-party data enrichment sources

Engage for Private Equity

Hitachi Solutions’ Engage for Private Equity helps improve efficiency and intelligence throughout the investment lifecycle -- from finding and evaluating opportunities, raising funds and working to the deal, to managing investments and providing transparency to every stakeholder. The industry-specific solution is designed to address transaction and fund-raising processes, enabling firms to better connect the right investors with the right opportunities, and improve visibility into performance. Benefits include:

• Gain visibility and insight into business connections and relationships – including partners, investors, institutions, and legal and professional advisory
• Get the right people working together to communicate the right messages and share knowledge and best practices
• Identify opportunities and manage deal processes more effectively
• Better understand who the stakeholders and influencers are on every deal
• Track investors and commitments more effectively

The Engage product line is a suite of industry products developed for the Microsoft Cloud portfolio including Dynamics 365, Power BI and Cortana Intelligence. Designed to extend and enhance the capabilities of the Microsoft Cloud, the unique industry products offer clients the customized software they need in today’s competitive climate. For more information visit here.

“Effectively managing relationships is key to growth and profitability – which is why most financial services customers choose Microsoft Dynamics 365. However, customizing it to reflect their industry’s roles, processes, and best practices can be costly, time consuming, and hinder user and customer satisfaction,” said Landy Wingard, Industry Vice President, Hitachi Solutions America. “Engage products for financial services are pre-built to quickly and efficiently tailor solutions, lower development costs, and accelerate benefits.”