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Hitachi Solutions: FinServ for Microsoft Dynamics CRM

by Customer Effective

Hitachi Solution's FinServ is a purpose built CRM solution based on the Microsoft Dynamics CRM platform and provided by Hitachi Solutions explicitly for Financial Services professionals across Insurance, Capital Markets, and Banking.

Hitachi Solutions:FinServ is the easiest way to add CRM capabilities to any financial services organization that uses Microsoft Office 365 solutions like Outlook and SharePoint.

This vertical solution has been deployed to thousands of financial services users, including Insurance Carriers and Brokers, Loan Officers, Wealth and Asset Managers, Private Equity and Investment Bankers, Commercial Bankers, Hedge Fund Managers, and more.

Hitachi Solutions helps Financial Services companies improve performance through the effective use of Microsoft Dynamics CRM. Because we are 100% focused on Microsoft Dynamics CRM, we have the expertise to provide deep functional knowledge and technical development capabilities to our partners and customers.

Our Success Formula is our field-proven implementation approach for delivering Performance Improvement. Because the success of any CRM solution depends on how it is embraced by the users, we focus on user adoption as the single most critical aspect of the CRM implementation for a maximum return on investment, unlike our competitors who focus on the technology alone.

We are proud to be named the back to back 2013 and 2014 Financial Services CRM Partner of the Year by Microsoft.

Recent Reviews

  • 4.0
  • Overall Rating 4 stars

Good stuff and easy to implement

Reviewed by:NHanover Reviewed on:9/12/2014

  • 4.5
  • Overall Rating 4.5 stars

Fast Track for Financial Services

Reviewed by:showme24 Reviewed on:9/12/2014

  • 4.5
  • Overall Rating 4.5 stars

Capital Effective knows FinServ

Reviewed by:HJM900 Reviewed on:1/27/2011

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2.0