Industry Cloud for Investment Banking

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 Investment Banking

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Relationship Management

Easily track, manage and understand a diverse range of contact and stakeholder relationships across engagement roles, including sponsors, clients, investors and legal and professional advisors in CRM through contact and firm management, profiling and visualization capabilities and evaluation techniques to assign scores based on relationship strength.

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Deal and Engagement Management

Enable your teams to better coordinate around the deal with collaborative tools and real-time access to client profiles, pitches, financial data, analysis, and team document while also streamlining execution with process flows designed around common activities and transactions, including mergers & acquisitions, restructuring, and advisory.

Business Development and Marketing

Communicate the right messages to the right people with a set of unified tools for creating target lists for planning campaigns, executing on your marketing plan, and measuring results and ROI through communication management, campaign management and event management capabilities.

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Gain greater visibility into leads, projects, activities, and deal flow with customized home pages and dashboards for monitoring performance and activity because you can assemble reports from any data in CRM and easily share them with your colleagues so you spend less time hunting for data and take action more quickly.

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Document Management

Enhance the productivity and effectiveness of your people and teams by giving them secure, managed access to a deal room for each engagement so they always know where to find the latest documents and information they need to do their jobs.


Rally information from back-end systems and third party providers to help ensure you have everything you need at your fingertips to make well-informed decisions and win more deals because you have access to information about your industry with the incorporation of rich third party data sources, including CapIQ™, Prequin™, MergerMarkets™, and In-sideView™.

Watch our Video: A Day in the Life of a Senior Associate at an Investment Banking Firm

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A Senior Associate at an Investment Banking Firm

Our Microsoft Dynamics CRM for Investment Banking solution is built for the specific and unique needs of your organization. Watch this Day in the Life of a Senior Associate to get a taste of how our solution could help inspire your business.

Hitachi CRM Essentials

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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.

We selected Microsoft Dynamics CRM since our revenue producers were already Outlook power users; we simply gave them a familiar and intuitive user interface.
Dan Madden, Investment Manager Services, SEI
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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 Attention

Hitachi Solutions’ ongoing support provides personalized attention through in-house functional and technical Microsoft AX, CRM and BI experts available via phone, email, Skype, whatever works best for you when you need us.

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Predictable Cost

You stay connected with a dedicated pool of Microsoft experts on a predictable, monthly service plan. There are three tiers: Gold, Silver and Bronze each with an allocation of hours which can be used however you need.

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The Power of 3

Experience has taught us that the right team of three can cover the breadth of information required to keep a system live and thriving. We build our support teams right and support them with our global resources.

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