Digital transformation is achieved by engaging your clients, empowering your employees, optimizing your operations and transforming your products. Join this session to learn how Microsoft and Hitachi Solutions give Financial Advisors unprecedented visibility into client, company, and investment data so you can use it to make better-informed decisions and execute on new business opportunities, so you can stay in front of the pack.

1. #AccelerateQTC
Leah Bowling, Industry Director, Hitachi Solutions
May 3, 2017
Moving to the Front of the Pack:
How Financial Advisors can Achieve Digital Transformation with Dynamics 365

2. Today’s agenda
Industry Vision &
Perspective
Customer Case Studies Summary &
Q/A
2

3. Further differentiate
through
personalized
services
and offers
Compete with
agile and
innovative new
market entrants
Use data as a
competitive
advantage
Operate in a highly
regulated
environment
Provide last best
experience across
all channels
Reduce the
burden of
legacy
Create/ Expand
rapidly, market
leading
products
Engage a digitally
astute, social
generation
The rapid pace of innovation, new
competitors, member expectations and
increasing regulation is transforming the
Financial Services landscape.

4. The Advisor of Tomorrow…
Utilize holistic client view to create personal
experiences based on client financial goals.
Use big data analytics and machine learning to
proactively anticipate client needs.
Enable your advisors with a Mobility Solution to
engage with their customers on their own time.
Creating customer-centric experiences by enabling Advisors to proactively identify
client opportunities, actively shape clients financial decision journeys and create
higher-value interactions
The Advisor of tomorrow
“Conversations of a Platform”
Employ process automation to streamline complex
tasks and deliver practice efficiency.

5. Business Solutions Group
 Dynamics AX and CRM
 Global ISV
 Portals and
Collaboration
 Business Intelligence
1910
336,000+
963
28
5 regional HQs
languages
companies
employees
founded
$3.4
10 countries
billion 11,900+ employees
3,000+Microsoft
professionals
3,400+ employees
One Hitachi

6. © Hitachi Solutions, Ltd. 2014. All rights reserved.
The Hitachi Solutions Business
Solution Group Family
US Canada UK India Japan
WORLD WIDE OFFICES
1,500+ Projects
INDUSTRY EXPERTS
Philippines Thailand SingaporeGermany China

7. Customer Case Studies:

8. • Poor Quality & Accuracy of Leads
• Marketing Inefficiency
• Quoting Bottleneck
Indiana Farm Bureau
Before the Quote: Lead Management

9. Assumption: 4% increase in quoting activity year-over-year
Sample Only – Full Calculation shown in NPV
Auto 409 425.8 16.4 29.5% 4.8 $552.75 $2,670 $891,848
Home 86 89.6 3.4 40.5% 1.4 $904.50 $1,262 $421,542
Life 79 82.2 3.2 30.5% 1.0 $879.38 $848 $283,224
Annual Quotes
per Agent
4% Increase
in Quotes
Additional
Quotes
Close
Rate
Additional
Policies
Average
Premium
Revenue Uplift
All Agents
Revenue Uplift
per Agent

10. 10
Marketing Automation

11. 11

12. 12

13. • Pilot started on March 9th
• 40 Pilot Participants
• Focus on Lead Management
• 60-90 Days

15. • Multiple Report Data Sources
• Heavy Excel Users
• Time Consuming Reporting
Idaho Farm Bureau
After the Quote: Analytics

16. Power BI Analytics

17. Power BI Analytics

19. Mobility

22. Hitachi Solutions CRM for Wealth Management

23. Addressing the Challenge
Find new clients. Increase share of wallet
Hitachi CRM for Financial Services Management
Customers
Win new customers and
increase wallet share
Economy
Maintain profitability
and drive growth in a
challenging economy
Relationships
Track households,
companies, and
individuals
Technology
Innovate while managing
a diverse technology
environment

24. Business Benefits
Visualize and track
complex relationships
Win new customers and
increase wallet share
Provide tailored service
and offers

25. Hitachi CRM for Wealth Management
HITACHI CRM ESSENTIALS
Power BI
INDUSTRY MODULES
DEAL
MODULE
ADVANCED
RELATIONSHIPS
MODULE
INVESTOR
RELATIONS
MODULE
FUND
MODULE
AGENT DESKTOPEDITABLE GRID HIERARCHY
VISUALIZER
JAVASCRIPT
LIBRARY
PLUG-IN
LIBRARY
PORTAL
FRAMEWORK
CRM + SHAREPOINT
ENHANCEMENT
BUSINESS RULES ENGINE USER ADOPTION TOOLKIT

26. In Summary
Enabling Digital Transformation
Industry Advisor Vision Delivering Client Insights
Empowering Your Advisors