{"id":38346,"date":"2023-11-03T20:56:22","date_gmt":"2023-11-03T19:56:22","guid":{"rendered":"https:\/\/www.investglass.com\/?p=38346"},"modified":"2026-04-17T14:07:34","modified_gmt":"2026-04-17T12:07:34","slug":"%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d8%a7%d9%84%d9%85%d8%a7%d9%84%d9%8a%d8%a9-%d9%88%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ar\/clm-vs-crm-in-financial-client-engagement\/","title":{"rendered":"\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0627\u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u0645\u0627\u0644\u064a"},"content":{"rendered":"

\u0641\u064a \u0627\u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u0645\u0627\u0644\u064a\u060c \u0641\u0625\u0646 \u0641\u0647\u0645 \u0627\u0644\u062a\u0645\u064a\u064a\u0632 \u0628\u064a\u0646\u00a0\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)<\/strong>\u00a0\u0648\u00a0\u0625\u062f\u0627\u0631\u0629 \u062f\u0648\u0631\u0629 \u062d\u064a\u0627\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 (CLM)<\/strong>\u00a0\u0623\u0645\u0631 \u0628\u0627\u0644\u063a \u0627\u0644\u0623\u0647\u0645\u064a\u0629 \u0644\u062a\u062d\u0633\u064a\u0646 \u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621. \u0648\u0641\u064a \u062d\u064a\u0646 \u0623\u0646 \u0643\u0644\u0627 \u0627\u0644\u0646\u0638\u0627\u0645\u064a\u0646 \u064a\u0647\u062f\u0641\u0627\u0646 \u0625\u0644\u0649 \u062a\u0639\u0632\u064a\u0632 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0625\u0644\u0627 \u0623\u0646\u0647\u0645\u0627 \u064a\u0624\u062f\u064a\u0627\u0646 \u0648\u0638\u0627\u0626\u0641 \u0645\u062e\u062a\u0644\u0641\u0629.\u00a0\u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/strong>\u00a0\u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0648\u0627\u0633\u062a\u062f\u0627\u0645\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a\u060c \u0648\u0641\u064a \u0627\u0644\u0645\u0642\u0627\u0645 \u0627\u0644\u0623\u0648\u0644 \u0627\u0644\u062a\u0639\u0627\u0645\u0644 \u0645\u0639 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0645\u0639\u0647\u0645. \u0641\u064a \u0627\u0644\u0645\u0642\u0627\u0628\u0644,\u00a0\u0623\u0646\u0638\u0645\u0629 CLM<\/strong>\u00a0\u0627\u0644\u0625\u0634\u0631\u0627\u0641 \u0639\u0644\u0649 \u0631\u062d\u0644\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0623\u0643\u0645\u0644\u0647\u0627,<\/a> \u0628\u062f\u0621\u0627\u064b \u0645\u0646 \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0627\u0644\u0623\u0648\u0644\u064a \u0645\u0631\u0648\u0631\u0627\u064b \u0628\u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0648\u0635\u0648\u0644\u0627\u064b \u0625\u0644\u0649 \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0645\u0633\u062a\u0645\u0631\u0629\u060c \u0645\u0645\u0627 \u064a\u0636\u0645\u0646 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0644\u0644\u0648\u0627\u0626\u062d \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0648\u062a\u0628\u0633\u064a\u0637 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a. \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0624\u062f\u064a \u062f\u0645\u062c \u0643\u0644\u064d \u0645\u0646 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0625\u0644\u0649 \u0632\u064a\u0627\u062f\u0629 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0648\u0633\u0631\u0639\u0629 \u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062a\u0639\u0632\u064a\u0632 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621.\u00a0<\/p>\n\n\n\n

\u0645\u0642\u062f\u0645\u0629<\/strong><\/h2>\n\n\n\n

\u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0641\u0625\u0646 \u0627\u0644\u0646\u0642\u0627\u0634 \u0627\u0644\u062f\u0627\u0626\u0631 \u0628\u064a\u0646 \u0625\u062f\u0627\u0631\u0629 \u062f\u0648\u0631\u0629 \u062d\u064a\u0627\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 (CLM)<\/a> \u0648\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u064a\u0633\u062a \u0645\u062c\u0631\u062f \u0645\u0639\u0631\u0643\u0629 \u0645\u0646 \u0627\u0644\u0645\u062e\u062a\u0635\u0631\u0627\u062a. \u0641\u0647\u0645\u0627 \u0646\u0638\u0627\u0645\u0627\u0646 \u0645\u062a\u0645\u064a\u0632\u0627\u0646 \u064a\u0624\u062f\u064a\u0627\u0646 \u0623\u062f\u0648\u0627\u0631\u064b\u0627 \u0641\u0631\u064a\u062f\u0629 \u0641\u064a \u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621. \u0646\u0638\u0631\u064b\u0627 \u0644\u0623\u0646 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u062a\u062a\u0628\u0646\u0649 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0627\u062a \u062a\u0639\u062a\u0645\u062f \u0639\u0644\u0649 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0641\u0625\u0646 \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0628\u064a\u0646 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u064a\u0648\u0641\u0631 \u0646\u0647\u062c\u064b\u0627 \u0642\u0648\u064a\u064b\u0627 \u0644\u062a\u062d\u0642\u064a\u0642 \u0627\u0644\u062a\u0648\u0627\u0632\u0646 \u0628\u064a\u0646 \u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644.<\/p>\n\n\n\n

\u0643\u0634\u0641 \u0627\u0644\u0646\u0642\u0627\u0628 \u0639\u0646 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/strong><\/h2>\n\n\n\n

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\n
\"\u0625\u0646\u0641\u0633\u062a
\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a<\/figcaption><\/figure>\n<\/div>\n\n\n

\u0633\u0644\u0627\u0644\u0629 \u062c\u062f\u064a\u062f\u0629 \u0645\u0646 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/strong><\/p>\n\n\n\n

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\u0645\u0627\u0630\u0627 \u0639\u0646 CLM\u061f<\/strong><\/h2>\n\n\n\n

\u0648\u0639\u0644\u0649 \u0627\u0644\u0646\u0642\u064a\u0636 \u0645\u0646 \u0630\u0644\u0643\u060c \u064a\u0648\u0641\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0627\u0626\u062a\u0645\u0627\u0646\u064a\u0629 \u0625\u0637\u0627\u0631 \u0639\u0645\u0644 \u0623\u0643\u062b\u0631 \u062f\u0642\u0629. \u0625\u0646\u0647\u0627 \u0642\u0648\u0629 \u0641\u064a \u0627\u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u0645\u0627\u0644\u064a\u060c \u062d\u064a\u062b \u0627\u0644\u0644\u0648\u0627\u0626\u062d \u0635\u0627\u0631\u0645\u0629 \u0648\u062a\u0648\u0642\u0639\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0627\u0644\u064a\u0629. \u062a\u064f\u0642\u062f\u0645 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062a\u0639\u0644\u0645 \u0627\u0644\u0645\u0633\u062a\u0645\u0631 \u0623\u062f\u0627\u0629 \u062a\u062d\u0644\u064a\u0644\u064a\u0629 \u0634\u0627\u0645\u0644\u0629 \u062a\u064f\u0642\u064a\u0650\u0651\u0645 \u0643\u0644 \u062a\u0641\u0627\u0639\u0644 \u0641\u064a \u0631\u062d\u0644\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u0645\u0627\u0644\u064a\u0629.<\/p>\n\n\n\n

\u0627\u0644\u0645\u0642\u0627\u064a\u064a\u0633 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u062a\u0648\u0649 \u0627\u0644\u0645\u062d\u0644\u064a<\/strong><\/h3>\n\n\n\n
    \n
  1. \u0627\u0644\u0627\u0643\u062a\u0634\u0627\u0641<\/strong>: \u0627\u0644\u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0623\u0648\u0644\u064a\u0629 \u0628\u0646\u0627\u0621\u064b \u0639\u0644\u0649 \u0627\u0644\u0645\u062d\u062a\u0648\u0649 \u0627\u0644\u0645\u0633\u062a\u0647\u062f\u0641.<\/li>\n\n\n\n
  2. \u0627\u0644\u062a\u0639\u0644\u064a\u0645<\/strong>: \u062a\u0642\u062f\u064a\u0645 \u062d\u0644\u0648\u0644 \u0627\u0633\u062a\u0634\u0627\u0631\u064a\u0629 \u0644\u0627\u0633\u062a\u0641\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621.<\/li>\n\n\n\n
  3. \u0627\u0644\u0634\u0631\u0627\u0621<\/strong>: \u0648\u0636\u0639 \u0627\u0644\u0644\u0645\u0633\u0627\u062a \u0627\u0644\u0623\u062e\u064a\u0631\u0629 \u0639\u0644\u0649 \u0627\u062e\u062a\u064a\u0627\u0631 \u0627\u0644\u0639\u0645\u064a\u0644 \u0644\u0644\u0645\u0646\u062a\u062c \u0623\u0648 \u0627\u0644\u062e\u062f\u0645\u0629.<\/li>\n\n\n\n
  4. \u0645\u0627 \u0628\u0639\u062f \u0627\u0644\u0634\u0631\u0627\u0621<\/strong>: \u062c\u0645\u0639 \u0645\u0644\u0627\u062d\u0638\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u062a\u0642\u064a\u064a\u0645 \u0627\u0644\u0623\u062f\u0627\u0621.<\/li>\n\n\n\n
  5. \u0627\u0644\u0645\u0646\u0627\u0635\u0631\u0629<\/strong>: \u0623\u0646 \u064a\u0635\u0628\u062d \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0633\u0641\u0631\u0627\u0621 \u0644\u0644\u0639\u0644\u0627\u0645\u0629 \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629 \u0639\u0644\u0649 \u0648\u0633\u0627\u0626\u0644 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u0627\u062c\u062a\u0645\u0627\u0639\u064a \u0648\u0627\u0644\u0645\u0646\u0635\u0627\u062a \u0627\u0644\u0623\u062e\u0631\u0649.<\/li>\n<\/ol>\n\n\n\n

    \u0627\u0644\u062d\u0644\u0648\u0644 \u0627\u0644\u0645\u062a\u062e\u0635\u0635\u0629<\/strong><\/h2>\n\n\n\n

    \u062a\u0642\u062f\u0645 \u0634\u0631\u0643\u0627\u062a \u0645\u062b\u0644 Fenergo \u062d\u0644\u0648\u0644\u0627\u064b \u0645\u062a\u062e\u0635\u0635\u0629 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u062a\u0648\u0649 \u0627\u0644\u0645\u062d\u0644\u064a \u062a\u062a\u0641\u0648\u0642 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0648\u0627\u0644\u0645\u062e\u0627\u0637\u0631<\/a> \u0627\u0644\u062a\u062e\u0641\u064a\u0641\u060c \u0648\u0647\u064a \u0627\u0644\u0645\u062c\u0627\u0644\u0627\u062a \u0627\u0644\u062a\u064a \u0642\u062f \u062a\u0642\u0635\u0631 \u0641\u064a\u0647\u0627 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062a\u0642\u0644\u064a\u062f\u064a\u0629.<\/p>\n\n\n\n

    \u0627\u0644\u0627\u062e\u062a\u0644\u0627\u0641: \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u0642\u0627\u0628\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/strong><\/h2>\n\n\n\n

    \u0628\u064a\u0646\u0645\u0627 \u064a\u0647\u062f\u0641 \u0643\u0644\u0627 \u0627\u0644\u0646\u0638\u0627\u0645\u064a\u0646 \u0625\u0644\u0649 \u062a\u0639\u0632\u064a\u0632 \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/a> \u0627\u0644\u0648\u0644\u0627\u0621 \u0648\u062a\u062f\u0641\u0642\u0627\u062a \u0627\u0644\u0625\u064a\u0631\u0627\u062f\u0627\u062a\u060c \u0641\u0647\u064a \u062a\u062e\u062a\u0644\u0641 \u0641\u064a \u0646\u0637\u0627\u0642\u0647\u0627 \u0648\u0642\u062f\u0631\u0627\u062a\u0647\u0627. \u062a\u062a\u0641\u0648\u0642 CRM \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/a> \u0648\u0644\u0643\u0646\u0647\u0627 \u063a\u0627\u0644\u0628\u064b\u0627 \u0645\u0627 \u062a\u0641\u062a\u0642\u0631 \u0625\u0644\u0649 \u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u0645\u062a\u0639\u0645\u0642\u0629. \u0645\u0646 \u0646\u0627\u062d\u064a\u0629 \u0623\u062e\u0631\u0649\u060c \u0635\u064f\u0645\u0645 \u0646\u0638\u0627\u0645 CLM \u0644\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0644\u0644\u0648\u0627\u0626\u062d \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0645\u062b\u0644 \u0645\u0643\u0627\u0641\u062d\u0629 \u063a\u0633\u064a\u0644 \u0627\u0644\u0623\u0645\u0648\u0627\u0644<\/a> (AML) \u0648\"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" (KYC).<\/p>\n\n\n\n

    \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621: \u0623\u0641\u0636\u0644 \u0645\u0639\u064b\u0627<\/strong><\/h3>\n\n\n\n
      \n
    1. \u062a\u0639\u0632\u064a\u0632 \u0627\u0644\u0643\u0641\u0627\u0621\u0629<\/strong>: \u062a\u0648\u0641\u0631 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0623\u0646\u0638\u0645\u0629 \u0645\u0628\u0633\u0637\u0629 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629<\/a>.<\/li>\n\n\n\n
    2. \u0627\u0644\u0625\u0639\u062f\u0627\u062f \u0627\u0644\u0633\u0631\u064a\u0639<\/strong>: \u064a\u0645\u0643\u0646 \u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0634\u0643\u0644 \u0623\u0633\u0631\u0639 \u0645\u0639 \u0645\u0631\u0643\u0632\u064a\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a.<\/li>\n\n\n\n
    3. \u0628\u0646\u0627\u0621 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a<\/strong>: \u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0625\u062b\u0631\u0627\u0621 \u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0631\u0636\u0627\u0647\u0645.<\/li>\n<\/ol>\n\n\n\n


      \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u062a\u062d\u062a \u0627\u0644\u0645\u062c\u0647\u0631: \u0627\u0644\u062a\u0646\u0642\u0644 \u0628\u064a\u0646 \u0645\u0643\u0627\u0641\u062d\u0629 \u063a\u0633\u064a\u0644 \u0627\u0644\u0623\u0645\u0648\u0627\u0644 \u0648\"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" \u0645\u0639 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/strong><\/h2>\n\n\n\n

      \u062a\u064f\u0639\u062f \u0625\u062f\u0627\u0631\u0629 \u0628\u0631\u0648\u062a\u0648\u0643\u0648\u0644\u0627\u062a \u0645\u0643\u0627\u0641\u062d\u0629 \u063a\u0633\u064a\u0644 \u0627\u0644\u0623\u0645\u0648\u0627\u0644 (AML) \u0648\u0628\u0631\u0648\u062a\u0648\u0643\u0648\u0644\u0627\u062a \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" (KYC) \u0641\u064a \u0627\u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u0645\u0627\u0644\u064a \u062a\u062d\u062f\u064a\u064b\u0627 \u0643\u0628\u064a\u0631\u064b\u0627. \u062a\u0648\u0641\u0631 \u0645\u0646\u0635\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062a\u0642\u0644\u064a\u062f\u064a\u0629\u060c \u0627\u0644\u062a\u064a \u062a\u0645 \u062a\u0643\u064a\u064a\u0641\u0647\u0627 \u0644\u062a\u0644\u0628\u064a\u0629 \u0625\u0631\u0634\u0627\u062f\u0627\u062a \u0645\u0643\u0627\u0641\u062d\u0629 \u063a\u0633\u064a\u0644 \u0627\u0644\u0623\u0645\u0648\u0627\u0644\u060c \u0628\u0639\u0636 \u0627\u0644\u0631\u0627\u062d\u0629. \u062a\u0631\u0643\u0632 \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0647\u0630\u0647 \u0639\u0644\u0649 \u062c\u0645\u0639 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0639\u0644\u0642\u0629 \u0628\u0627\u0644\u0645\u0639\u0627\u0645\u0644\u0627\u062a \u0648\u0627\u0644\u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0648\u0627\u0644\u0633\u0644\u0648\u0643\u064a\u0627\u062a. \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u064a\u0645\u0643\u0646 \u062a\u0636\u062e\u064a\u0645 \u0642\u062f\u0631\u0627\u062a\u0647\u0627 \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631 \u0639\u0646\u062f \u062f\u0645\u062c\u0647\u0627 \u0645\u0639 \u0628\u0631\u0645\u062c\u064a\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u062e\u0635\u0635\u0629.<\/p>\n\n\n

      \n
      \"\u0627\u0633\u062a\u062e\u062f\u0627\u0645
      \u0627\u0633\u062a\u062e\u062f\u0627\u0645 InvestGlass \u0639\u0644\u0649 \u062c\u0647\u0627\u0632 \u0644\u0648\u062d\u064a \u0647\u0648 \u0627\u0644\u0648\u0636\u0639 \u0627\u0644\u0637\u0628\u064a\u0639\u064a \u0627\u0644\u062c\u062f\u064a\u062f \u0641\u064a \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0647\u064a\u0626\u0629<\/figcaption><\/figure>\n<\/div>\n\n\n

      \u062f\u0648\u0631 \u0628\u0631\u0645\u062c\u064a\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0645\u0646\u0635\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/strong><\/h3>\n\n\n\n

      \u0648\u0647\u0646\u0627\u060c \u062a\u0644\u0639\u0628 \u0625\u062f\u0627\u0631\u0629 \u062f\u0648\u0631\u0629 \u062d\u064a\u0627\u0629 \u0627\u0644\u0639\u0642\u0648\u062f (CLM) \u062f\u0648\u0631\u064b\u0627 \u062d\u0627\u0633\u0645\u064b\u0627. \u0639\u0646\u062f\u0645\u0627 \u064a\u062a\u0645 \u0625\u0642\u0631\u0627\u0646 \u0628\u064a\u0627\u0646\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0627\u0644\u0628\u0631\u0627\u0639\u0629 \u0627\u0644\u062a\u062d\u0644\u064a\u0644\u064a\u0629 \u0644\u062f\u0648\u0631\u0629 \u062d\u064a\u0627\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0631\u0645\u062c\u064a\u0627\u062a \u0627\u0644\u0625\u062f\u0627\u0631\u0629<\/a>, \u060c \u064a\u0635\u0628\u062d \u0627\u0644\u0645\u0632\u064a\u062c \u0623\u062f\u0627\u0629 \u0642\u0648\u064a\u0629 \u0644\u0644\u0627\u0645\u062a\u062b\u0627\u0644. \u0641\u0647\u0648 \u064a\u064f\u0645\u0643\u0650\u0651\u0646\u0643 \u0645\u0646 \u062a\u062a\u0628\u0639 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0633\u062c\u0644 \u0627\u0644\u0634\u0631\u0627\u0621 \u0628\u062f\u0642\u0629\u060c \u0645\u0645\u0627 \u064a\u0636\u0645\u0646 \u0627\u0645\u062a\u062b\u0627\u0644 \u0643\u0644 \u0645\u0631\u062d\u0644\u0629 \u0645\u0646 \u0645\u0631\u0627\u062d\u0644 \u062f\u0648\u0631\u0629 \u062d\u064a\u0627\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0644\u0644\u0648\u0627\u0626\u062d \u0645\u0643\u0627\u0641\u062d\u0629 \u063a\u0633\u0644 \u0627\u0644\u0623\u0645\u0648\u0627\u0644 \u0648\u0644\u0648\u0627\u0626\u062d \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\".<\/p>\n\n\n\n

      \u0625\u062f\u0627\u0631\u0629 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u0647\u0645<\/strong><\/h3>\n\n\n\n

      \u064a\u064f\u0639\u062f \u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0623\u0645\u0631\u064b\u0627 \u0641\u064a \u063a\u0627\u064a\u0629 \u0627\u0644\u0623\u0647\u0645\u064a\u0629\u060c \u062e\u0627\u0635\u0629 \u0639\u0646\u062f\u0645\u0627 \u062a\u0641\u0643\u0631 \u0641\u064a \u0627\u0644\u0645\u0634\u0647\u062f \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a \u064a\u062c\u0628 \u0639\u0644\u0649 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062a\u0646\u0642\u0644<\/a>. \u064a\u062a\u064a\u062d \u0644\u0643 \u0627\u0644\u0646\u0638\u0627\u0645 \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644 \u062c\u0645\u0639 \u0645\u0644\u0627\u062d\u0638\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0643\u0641\u0627\u0621\u0629 \u0648\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u062a\u0644\u0643 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0644\u062a\u0639\u0632\u064a\u0632 \u0631\u0636\u0627 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u0647\u0645. \u0641\u0647\u0648 \u064a\u062c\u0639\u0644 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u0628\u064a\u0639 \u0623\u0643\u062b\u0631 \u0634\u0641\u0627\u0641\u064a\u0629 \u0648\u064a\u0641\u062a\u062d \u0641\u0631\u0635 \u0645\u0628\u064a\u0639\u0627\u062a \u062c\u062f\u064a\u062f\u0629.<\/p>\n\n\n\n

      \u062a\u0628\u0633\u064a\u0637 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629<\/strong><\/h3>\n\n\n\n

      \u064a\u0639\u0645\u0644 \u0647\u0630\u0627 \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0627\u0644\u0633\u0644\u0633 \u0639\u0644\u0649 \u062a\u0628\u0633\u064a\u0637 \u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0628\u0639\u0636 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629. \u0639\u0644\u0649 \u0633\u0628\u064a\u0644 \u0627\u0644\u0645\u062b\u0627\u0644\u060c \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0642\u0627\u0626\u0645\u0629 \u0639\u0644\u0649 \u0627\u0644\u0633\u062d\u0627\u0628\u0629 \u0645\u062b\u0644 InvestGlass \u0627\u0644\u062a\u0633\u0648\u064a\u0642<\/a> \u0627\u0644\u0633\u062d\u0627\u0628\u0629\u060c \u064a\u0645\u0643\u0646 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u062a\u0646\u0641\u064a\u0630 \u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0630\u064a \u064a\u0648\u0641\u0631 \u0645\u0642\u0627\u064a\u064a\u0633 \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u0642\u064a\u0627\u0633 \u062d\u0648\u0644 \u0633\u0644\u0648\u0643 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062a\u0641\u0627\u0639\u0644\u0647\u0645. \u0647\u0630\u0647 \u0627\u0644\u0631\u0624\u0649 \u0644\u0627 \u062a\u0642\u062f\u0631 \u0628\u062b\u0645\u0646 \u0644\u0643\u0644 \u0645\u0646 \u0645\u0646\u0635\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0645\u0645\u0627 \u064a\u0633\u0627\u0647\u0645 \u0641\u064a \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0644\u0639\u0645\u0644 \u0627\u0644\u0634\u0627\u0645\u0644\u0629.<\/p>\n\n\n

      \n
      \"\u0627\u0644\u0628\u0631\u064a\u062f
      \u0627\u0644\u0628\u0631\u064a\u062f \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0627\u0644\u062c\u0645\u0627\u0639\u064a \u0645\u0639 InvestGlass<\/figcaption><\/figure>\n<\/div>\n\n\n

      \u0623\u062f\u0627\u0621 \u0627\u0644\u0639\u0642\u0648\u062f \u0648\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644<\/strong><\/h3>\n\n\n\n

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      \u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0634\u0627\u0626\u0639\u0629 - \u062a\u0641\u0631\u064a\u063a \u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0634\u0627\u0626\u0639\u0629 - \u062a\u0641\u0631\u064a\u063a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u0642\u0627\u0628\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/strong><\/h2>\n\n\n\n
        \n
      • \u0645\u0627 \u0647\u064a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0633\u064a\u0627\u0642 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u061f<\/strong>
        \u062a\u0631\u0643\u0632 CLM \u0639\u0644\u0649 \u062f\u0648\u0631\u0629 \u062d\u064a\u0627\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0623\u0643\u0645\u0644\u0647\u0627\u060c \u0645\u0645\u0627 \u064a\u0636\u0645\u0646 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0628\u0643\u0641\u0627\u0621\u0629.<\/li>\n\n\n\n
      • \u0643\u064a\u0641 \u062a\u062e\u062a\u0644\u0641 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0646 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0642\u0648\u062f\u061f<\/strong>
        \u062a\u062a\u0645\u062d\u0648\u0631 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u062d\u0648\u0644 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0628\u064a\u0646\u0645\u0627 \u062a\u0631\u0643\u0632 \u0625\u062f\u0627\u0631\u0629 \u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CCM) \u0639\u0644\u0649 \u0627\u0644\u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0627\u0644\u0645\u0635\u0645\u0645\u0629 \u062e\u0635\u064a\u0635\u064b\u0627 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0642\u0648\u062f \u062a\u062a\u0639\u0627\u0645\u0644 \u0645\u0639 \u0627\u0644\u0639\u0642\u0648\u062f \u0627\u0644\u0642\u0627\u0646\u0648\u0646\u064a\u0629.<\/li>\n\n\n\n
      • \u0643\u064a\u0641 \u062a\u0631\u062a\u0628\u0637 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u062f\u0648\u0631\u0629 \u062d\u064a\u0627\u0629 \u0627\u0644\u0639\u0645\u064a\u0644\u061f<\/strong>
        \u064a\u063a\u0630\u064a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0641\u064a \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0645\u0645\u0627 \u064a\u062a\u064a\u062d \u0631\u0624\u064a\u0629 \u0634\u0627\u0645\u0644\u0629 \u0644\u062f\u0648\u0631\u0627\u062a \u062d\u064a\u0627\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621.<\/li>\n<\/ul>\n\n\n\n

        \u062e\u0648\u0627\u0637\u0631 \u062e\u062a\u0627\u0645\u064a\u0629 - \u064a\u0645\u0643\u0646\u0643 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 InvestGlass \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/strong><\/h3>\n\n\n\n

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        In the financial sector, understanding the distinction between\u00a0Customer Relationship Management (CRM)\u00a0and\u00a0Client Lifecycle Management (CLM)\u00a0is crucial for optimizing client engagement. While both systems aim to enhance client relationships, they serve different functions.\u00a0CRM systems\u00a0focus on managing interactions and sustaining relationships, primarily handling customer data and communication. In contrast,\u00a0CLM systems\u00a0oversee the entire client journey, from initial contact through […]<\/p>\n","protected":false},"author":1,"featured_media":38347,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[526],"class_list":["post-38346","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-clm-vs-crm"],"yoast_head":"\nCLM Versus CRM: Understanding Their Differences<\/title>\n<meta name=\"description\" content=\"Understand the differences between CLM and CRM, and learn which solution better suits your financial client engagement needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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