Hitachi Solutions Releases CRM 2015 for Investment Banks and Financial Advisory

Share Article

Solution to launch during Microsoft Convergence highlights new modules and integration capabilities

Hitachi Solutions America Ltd., a global Microsoft Dynamics CRM implementation partner and 2014 Worldwide Dynamics CRM Partner of the Year, is pleased to announce the 2015 release of CRM for Investment Banks and Advisory. This update helps advisory firms effectively manage and foster relationships across corporate clients, partnerships, financial sponsors, and other institutional constituencies.

“As an organization, we strive to provide clients with turnkey industry solutions tailored to their specific industry needs.” Scott Millwood, Hitachi Solutions senior vice president and global CRM leader. “Our newest release of CRM for Investment Banks and Advisory combines Hitachi Solutions’ abundant experience with investment banks with the robust capabilities of Microsoft Dynamics CRM 2015 to add value and meet the very specific business needs of investment banks and financial advisory firms.”

CRM for Investment Banking and Advisory is an industry focused package that provides investment bankers and advisors with:

  •     Access to information when and where they need it, including client profiles, contact details, pitch and deal data, and colleague profiles, in real time and across devices
  •     Tailored experiences for each team role (associates, analysts, directors, managing directors)
  •     Tailored processes for different engagement types (restructuring, mergers and acquisitions, advisory)
  •     Personalized home pages and dashboards for monitoring performance and activity.

“Hitachi Solutions’ Investment Banking Package is an outstanding example of how partners can extend the Microsoft Dynamics CRM platform to add value and meet the specific business needs of investment banks and financial advisory firms. This will be a differentiated offer in the financial services Industry,” says Andrew Tognela, general manager, Worldwide Banking & Capital Markets, Microsoft Corp.

The package from Hitachi Solutions adds industry specific modules into Microsoft Dynamics CRM. Included is the Relationship Module, Deal & Engagement Module, Business Development Module and Document Management Module. In addition, the package includes the Integration Toolbox with supported integration to third party solutions such as CapIQ, Datahug and Introhive.

According to Landy Wingard, industry director for capital markets and banking, Hitachi Solutions America, “Investment Banks are always striving to expand and develop relationships. These firms need to understand the strength of those relationships and equally where those relationships exist within in the firm. This includes personal and professional relationships, but also entails deeper knowledge and understanding of where individuals and firms have been engaged on prior projects and transactions.”

With global capabilities and regional offices in the United States, the United Kingdom, Canada, India, Japan, China, and South East Asia, Hitachi Solutions helps its customers successfully compete with the largest global enterprises using powerful, user-friendly, affordable industry solutions based on Microsoft Dynamics AX and Microsoft Dynamics CRM. To learn more, visit


About Hitachi Solutions America, Ltd.

Hitachi Solutions America, Ltd. helps its customers to successfully compete with the largest global enterprises using powerful, easy-to-use, and affordable industry solutions built on Microsoft Dynamics AX and Microsoft Dynamics CRM enhanced with world class Business Analytics, and Portals and Collaboration. Recognized as the Microsoft 2014 CRM Global Partner of the Year and the 2014 Dynamics Global Outstanding Reseller of the Year, Hitachi Solutions America provides global capabilities with regional offices in United States, the United Kingdom, Canada, India, Japan, China, and South East Asia. For more information, call 949.242.1300 or visit:

About Hitachi Solutions, Ltd.

Hitachi Solutions, Ltd., headquartered in Tokyo, Japan, is a core member of Information & Telecommunication Systems Company of Hitachi Group and a recognized leader in delivering proven business and IT strategies and solutions to companies across many industries. The company provides value-driven services throughout the IT life cycle from systems planning to systems integration, operation and maintenance. Hitachi Solutions delivers products and services of superior value to customers worldwide through key subsidiaries in the United States, Europe, China and India. The flagship company in the Hitachi Group’s information and communication system solutions business, Hitachi Solutions also offers solutions for social innovation such as smart cities. For more information on Hitachi Solutions, please visit:

About Hitachi, Ltd.

Hitachi, Ltd., headquartered in Tokyo, Japan, is a leading global electronics company with approximately 326,000 employees worldwide. The company’s consolidated revenues for fiscal 2013 (ended March 31, 2014) totaled 9,616 billion yen ($93.3 billion). Hitachi is focusing more than ever on the Social Innovation Business, which includes infrastructure systems, information & telecommunication systems, power systems, construction machinery, high functional material & components, automotive systems and others. For more information on Hitachi, please visit the company’s website at

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Hope Bruce
Follow us on