{"id":29038,"date":"2021-05-16T18:04:05","date_gmt":"2021-05-16T16:04:05","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29038"},"modified":"2025-11-06T20:02:57","modified_gmt":"2025-11-06T19:02:57","slug":"%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%aa%d8%ad%d9%88%d9%8a%d9%84-%d8%b9%d9%85%d9%84%d9%8a%d8%a9-%d8%a7%d9%84%d8%aa%d8%a3%d9%87%d9%8a%d9%84-%d8%a5%d9%84%d9%89-%d8%b9%d9%85%d9%84%d9%8a%d8%a9-%d8%b1%d9%82","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ar\/how-to-efficiently-digitalize-your-onboarding-process\/","title":{"rendered":"\u0643\u064a\u0641 \u062a\u0642\u0648\u0645 \u0628\u0631\u0642\u0645\u0646\u0629 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0628\u0643\u0641\u0627\u0621\u0629\u061f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u062a\u0633\u062a\u062e\u062f\u0645 \u062c\u0645\u064a\u0639 \u0627\u0644\u0642\u0637\u0627\u0639\u0627\u062a \u0645\u0635\u0637\u0644\u062d 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href=\"https:\/\/www.investglass.com\/ar\/%d8%a3%d8%b4%d9%8a%d8%a7%d8%a1-%d9%8a%d8%ac%d8%a8-%d8%a3%d9%86-%d8%aa%d8%b9%d8%b1%d9%81%d9%87%d8%a7-%d9%82%d8%a8%d9%84-%d8%a3%d9%86-%d8%aa%d8%a8%d8%af%d8%a3-%d8%a8%d9%86%d9%83%d9%83-%d8%a7%d9%84%d8%b1\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"447\">\u062a\u062d\u062a\u0627\u062c \u0627\u0644\u0628\u0646\u0648\u0643 \u0625\u0644\u0649 \u0627\u0644\u0631\u0642\u0645\u0646\u0629<\/a> \u0646\u0645\u0627\u0630\u062c \u0627\u0644\u062a\u0633\u062c\u064a\u0644 \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0647\u0645 \u0648\u0627\u0644\u062a\u064a \u064a\u0645\u0643\u0646 \u0625\u0631\u0633\u0627\u0644\u0647\u0627 \u0628\u0639\u062f \u0630\u0644\u0643 \u0625\u0644\u0649 \u0639\u0645\u0644\u0627\u0621 \u0645\u062d\u062a\u0645\u0644\u064a\u0646 \u0645\u062d\u062f\u062f\u064a\u0646. \u064a\u0645\u0643\u0646\u0643 \u0625\u0631\u0633\u0627\u0644 \u0647\u0630\u0647 \u0627\u0644\u0646\u0645\u0627\u0630\u062c \u0639\u0628\u0631 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src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1024x705.png\" alt=\"\" class=\"wp-image-32243\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1024x705.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-300x207.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-768x529.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1536x1058.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0623\u062f\u0627\u0629 \u062d\u0645\u0644\u0629 InvestGlass \u0627\u0644\u0645\u0635\u0645\u0645\u0629 \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0645\u0639\u0627\u0644\u062c\u0629 \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" \u0648\u0627\u0644\u0625\u0639\u062f\u0627\u062f \u0627\u0644\u0631\u0642\u0645\u064a<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0647\u062f\u0641 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0631\u0642\u0645\u064a \u0625\u0644\u0649 \u062a\u0628\u0633\u064a\u0637 \u0639\u0645\u0644\u064a\u0629 \u0627\u0639\u062a\u0645\u0627\u062f \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0645\u0633\u062a\u0647\u0644\u0643\u064a\u0646 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u062a\u062e\u0627\u0630 \u0642\u0631\u0627\u0631 \u0628\u0642\u0628\u0648\u0644 \u0623\u0648 \u0631\u0641\u0636 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u0645\u062d\u062a\u0645\u0644 \u0627\u0644\u0645\u0630\u0643\u0648\u0631. \u062a\u0631\u063a\u0628 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0623\u064a\u0636\u0627\u064b \u0641\u064a \u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646 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\u0639\u0644\u0649 \u0633\u0628\u064a\u0644 \u0627\u0644\u0645\u062b\u0627\u0644 \u0641\u0626\u0629 \u0645\u0646\u062e\u0641\u0636\u0629 \u0627\u0644\u0645\u062e\u0627\u0637\u0631\u060c \u0623\u0648 \u0645\u062a\u0648\u0633\u0637\u0629 \u0627\u0644\u0645\u062e\u0627\u0637\u0631\u060c \u0623\u0648 \u0641\u0631\u062f \u0645\u0646 \u0627\u0644\u0623\u0641\u0631\u0627\u062f \u0630\u0648\u064a \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0639\u0627\u0644\u064a\u0629 (\u0645\u0631\u0629 \u0623\u062e\u0631\u0649 \u062a\u0644\u0642\u0627\u0626\u064a\u064b\u0627 \u0623\u0648 \u0644\u0627) <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a3%d8%af%d9%88%d8%a7%d8%aa-%d8%a7%d9%84%d9%85%d8%a8%d9%8a%d8%b9%d8%a7%d8%aa\/\" target=\"_blank\" rel=\"noopener\" title=\"\u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u0645\u0648\u0627\u0641\u0642\u0629\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"734\">\u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u0645\u0648\u0627\u0641\u0642\u0629<\/a>. \u062a\u0633\u0645\u062d \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0645\u0648\u0627\u0641\u0642\u0629 \u0628\u0642\u0628\u0648\u0644 \u0623\u0648 \u0631\u0641\u0636 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u064a\u0646 \u0627\u0639\u062a\u0645\u0627\u062f\u064b\u0627 \u0639\u0644\u0649 \u0625\u062c\u0627\u0628\u0627\u062a\u0647\u0645 \u0648\u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u0645\u062e\u0627\u0637\u0631\u0629 \u0648\u0645\u0627 \u0625\u0644\u0649 \u0630\u0644\u0643. \u0623\u0646\u062a \u0645\u0646 \u064a\u062d\u062f\u062f \u0642\u0648\u0627\u0639\u062f \u0627\u0644\u0644\u0639\u0628\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0648\u0628\u0645\u062c\u0631\u062f \u0642\u0628\u0648\u0644 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u060c \u064a\u0645\u0643\u0646\u0643 \u0625\u0646\u0634\u0627\u0621 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\u0627\u0644\u062a\u0633\u0648\u064a\u0642 <a href=\"https:\/\/www.investglass.com\/ar\/%d8%a7%d9%84%d8%aa%d8%b4%d8%ba%d9%8a%d9%84-%d8%a7%d9%84%d8%a2%d9%84%d9%8a-%d9%84%d9%84%d8%b9%d9%85%d9%84%d9%8a%d8%a7%d8%aa-%d8%a7%d9%84%d8%b1%d9%88%d8%a8%d9%88%d8%aa%d9%8a%d8%a9-rpa-%d9%83%d9%8a%d9%81\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"271\">\u0623\u062a\u0645\u062a\u0629 \u0639\u0645\u0644\u064a\u0627\u062a \u0645\u0639\u0627\u0644\u062c\u0629 \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" \u0648\u062a\u0637\u0648\u064a\u0631\u0647\u0627 \u0628\u0633\u0647\u0648\u0644\u0629<\/a>. \u0639\u0644\u0649 \u0633\u0628\u064a\u0644 \u0627\u0644\u0645\u062b\u0627\u0644\u060c \u0642\u062f \u062a\u0631\u063a\u0628 \u0641\u064a \u062a\u0639\u064a\u064a\u0646 \u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646 \u0645\u0639\u0627\u0644\u062c\u0629 \u2019\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" \u0625\u0630\u0627 \u063a\u064a\u0651\u0631 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https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-do-not-forget-the-client-is-human\">\u0644\u0627 \u062a\u0646\u0633\u0649 \u0623\u0646 \u0627\u0644\u0639\u0645\u064a\u0644 \u0625\u0646\u0633\u0627\u0646!<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u062f\u0639\u0646\u0627 \u0646\u0631\u0643\u0632 \u0639\u0644\u0649 \u0627\u0644\u062d\u064a\u0644 \u0648\u0627\u0644\u0646\u0635\u0627\u0626\u062d \u0639\u0646\u062f \u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u064a\u0646. \u0633\u0648\u0627\u0621 \u0643\u0646\u062a <a href=\"https:\/\/www.investglass.com\/ar\/%d8%a3%d9%87%d9%85-%d8%aa%d8%ad%d8%af%d9%8a%d8%a7%d8%aa-%d8%aa%d8%a8%d9%86%d9%8a-%d8%a7%d9%84%d8%b0%d9%83%d8%a7%d8%a1-%d8%a7%d9%84%d8%a7%d8%b5%d8%b7%d9%86%d8%a7%d8%b9%d9%8a-%d9%81%d9%8a-%d8%a7%d9%84\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2273\">\u0628\u0646\u0643 \u0627\u0644\u062a\u062d\u062f\u0651\u064a<\/a> \u0623\u0648 \u0631\u0627\u0633\u062e\u0629\u060c \u0641\u0642\u062f \u062a\u062b\u064a\u0631 \u0627\u0647\u062a\u0645\u0627\u0645\u0643.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0627\u0644\u062a\u0646\u0638\u064a\u0645 \u0647\u0648 \u0643\u0644 \u0634\u064a\u0621. \u0639\u0646\u062f \u0625\u0639\u062f\u0627\u062f \u0627\u0644\u0646\u0645\u0627\u0630\u062c \u0648\u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644\u060c \u062a\u0623\u0643\u062f \u0645\u0646 \u0623\u0646 \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644 \u0648\u0643\u0644 \u062e\u0637\u0648\u0629 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\u0627\u0644\u062a\u0639\u0644\u064a\u0642\u0627\u062a \u0645\u0646 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u064a\u0646 \u0648\u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u0646 \u0623\u062c\u0644 \u062a\u062d\u0633\u064a\u0646 \u0633\u064a\u0631 \u0639\u0645\u0644\u0643. \u0627\u0639\u062a\u0645\u062f \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0631\u0642\u0645\u064a \u0648\u062a\u0648\u0642\u0639 \u0632\u064a\u0627\u062f\u0629 80% \u0641\u064a \u0645\u0639\u062f\u0644\u0627\u062a \u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u0643! \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u0631\u0627\u0642\u0628 \u0639\u0645\u0644\u064a\u062a\u0643 \u0639\u0646 \u0643\u062b\u0628 \u062d\u064a\u062b \u062a\u062e\u0644\u0649 60% \u0645\u0646 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0646 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0631\u0642\u0645\u064a \u0627\u0644\u0639\u0627\u0645 \u0627\u0644\u0645\u0627\u0636\u064a \u0644\u0623\u0633\u0628\u0627\u0628 \u0645\u062a\u0639\u062f\u062f\u0629 \u0645\u062b\u0644 \u0627\u0644\u062a\u0639\u0642\u064a\u062f \u0648\u0627\u0644\u0637\u0648\u0644 \u0648\u0645\u0627 \u0625\u0644\u0649 \u0630\u0644\u0643.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ar\/%d8%a7%d8%a8%d8%af%d8%a3-%d9%85%d8%ac%d8%a7%d9%86%d8%a7%d9%8b\/\">\u0644\u0646\u0628\u062f\u0623 \u0645\u0639 \u0627\u0644\u0625\u0635\u062f\u0627\u0631 \u0627\u0644\u062a\u062c\u0631\u064a\u0628\u064a \u0627\u0644\u0645\u062c\u0627\u0646\u064a \u0645\u0646 InvestGlass<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>All sectors widely use the term &#8220;Digital onboarding&#8221;; however, its meaning varies. In banking and financial services, digital onboarding means the creation of banking accounts or similar records online. Focusing on CRM, the meaning is close to one of the businesses using the CRM system and its onboarding tools. Since 2016, FINMA has enabled customer [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29040,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45],"class_list":["post-29038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Efficiently Digitalize your Onboarding Process? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn how to digitalize your onboarding process to reduce manual work, improve compliance, and deliver a seamless client experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ar\/\u0643\u064a\u0641\u064a\u0629-\u062a\u062d\u0648\u064a\u0644-\u0639\u0645\u0644\u064a\u0629-\u0627\u0644\u062a\u0623\u0647\u064a\u0644-\u0625\u0644\u0649-\u0639\u0645\u0644\u064a\u0629-\u0631\u0642\/\" \/>\n<meta property=\"og:locale\" content=\"ar_AR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Efficiently Digitalize your Onboarding Process?\" \/>\n<meta property=\"og:description\" content=\"All sectors widely use the term &quot;Digital onboarding&quot;; however, its meaning varies. 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