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Hitachi CRM for Wealth Management gives wealth advisors and client service teams unprecedented visibility into client, company, and investment data so they can use it to make better-informed decisions. Increase your assets under management by finding and executing on new business opportunities and building strong, trust-based relationships with existing clients.
Hitachi CRM for Wealth Management enabled advisory firms to:
- Visualize and track the complex relationships between clients, households, and companies.
- Use customer knowledge to provide personalized advice, improve service, and provide targeted up-sell and cross-sell offers.
- Take a highly structured, data-driven approach to business development.