{"id":48918,"date":"2026-02-03T15:53:58","date_gmt":"2026-02-03T14:53:58","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48918"},"modified":"2026-02-06T16:27:25","modified_gmt":"2026-02-06T15:27:25","slug":"%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%aa%d8%ad%d8%b3%d9%8a%d9%86-%d8%aa%d8%ac%d8%b1%d8%a8%d8%a9-%d8%a7%d9%84%d8%b9%d9%85%d9%8a%d9%84-%d9%81%d9%8a-%d9%85%d8%ac%d8%a7%d9%84-%d8%a7%d9%84%d8%aa%d9%85%d9%88","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ar\/how-to-improve-client-experience-in-finance\/","title":{"rendered":"\u0643\u064a\u0641\u064a\u0629 \u062a\u062d\u0633\u064a\u0646 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062a\u0645\u0648\u064a\u0644"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0644\u0642\u062f \u0623\u0635\u0628\u062d\u062a \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062a\u0645\u0648\u064a\u0644 \u0623\u0648\u0644\u0648\u064a\u0629 \u0639\u0644\u0649 \u0645\u0633\u062a\u0648\u0649 \u0645\u062c\u0644\u0633 \u0627\u0644\u0625\u062f\u0627\u0631\u0629 \u0645\u0646\u0630 \u0639\u0627\u0645 2020\u060c \u0645\u062f\u0641\u0648\u0639\u0629 \u0628\u0627\u0644\u062a\u0633\u0627\u0631\u0639 \u0627\u0644\u0631\u0642\u0645\u064a \u0641\u064a \u0639\u0635\u0631 \u0643\u0648\u0641\u064a\u062f-19\u060c \u0648\u062a\u0639\u0637\u064a\u0644 \u0627\u0644\u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627 \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0648\u062a\u0648\u0642\u0639\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0632\u0627\u064a\u062f\u0629 \u0627\u0644\u062a\u064a \u062a\u0646\u0627\u0641\u0633 \u0627\u0644\u0622\u0646 \u0623\u064a \u0645\u0639\u064a\u0627\u0631 \u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a \u0644\u0644\u0645\u0633\u062a\u0647\u0644\u0643\u064a\u0646.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u064a\u062c\u0628 \u0639\u0644\u0649 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0641\u064a \u0627\u0644\u0641\u062a\u0631\u0629 2024-2026 \u062f\u0645\u062c \u0627\u0644\u0631\u062d\u0644\u0627\u062a \u0627\u0644\u0631\u0642\u0645\u064a\u0629 \u0627\u0644\u0622\u0645\u0646\u0629 \u0648\u0627\u0644\u0645\u0634\u0648\u0631\u0629 \u0627\u0644\u0628\u0634\u0631\u064a\u0629 \u0648\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a \u0644\u0643\u0633\u0628 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u0647\u0645 \u0641\u064a \u0645\u0634\u0647\u062f \u062a\u0632\u062f\u0627\u062f \u0641\u064a\u0647 \u0627\u0644\u0645\u0646\u0627\u0641\u0633\u0629.<\/li>\n\n\n\n<li>\u062a\u0633\u0627\u0639\u062f \u0634\u0631\u0643\u0629 InvestGlass\u060c \u0628\u0635\u0641\u062a\u0647\u0627 \u0645\u0646\u0635\u0629 \u0633\u0648\u064a\u0633\u0631\u064a\u0629 \u0633\u064a\u0627\u062f\u064a\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0623\u062a\u0645\u062a\u0629\u060c \u0627\u0644\u0628\u0646\u0648\u0643 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0639\u0644\u0649 \u062a\u0646\u0638\u064a\u0645 \u062a\u062c\u0627\u0631\u0628 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0634\u062e\u0635\u064a\u0629 \u0648\u0627\u0644\u0645\u062a\u0648\u0627\u0641\u0642\u0629 \u0648\u0627\u0644\u0645\u062d\u062a\u0631\u0645\u0629 \u0644\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0628\u062f\u0621\u064b\u0627 \u0645\u0646 \u0645\u0631\u062d\u0644\u0629 \u0627\u0644\u0625\u0639\u062f\u0627\u062f \u0648\u062d\u062a\u0649 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0627\u0644\u0645\u0633\u062a\u0645\u0631\u0629.<\/li>\n\n\n\n<li>\u064a\u0631\u062a\u0628\u0637 \u062a\u062d\u0633\u064a\u0646 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0631\u062a\u0628\u0627\u0637\u064b\u0627 \u0645\u0628\u0627\u0634\u0631\u064b\u0627 \u0628\u0646\u062a\u0627\u0626\u062c \u0627\u0644\u0623\u0639\u0645\u0627\u0644 \u0627\u0644\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u0642\u064a\u0627\u0633: \u0627\u0631\u062a\u0641\u0627\u0639 \u0627\u0644\u0623\u0635\u0648\u0644 \u0627\u0644\u0645\u064f\u062f\u0627\u0631\u0629 \u0648\u0627\u0646\u062e\u0641\u0627\u0636 \u0645\u0639\u062f\u0644\u0627\u062a \u0627\u0644\u062a\u0631\u0627\u062c\u0639\u060c \u0648\u062a\u062d\u0633\u064a\u0646 \u0646\u062a\u0627\u0626\u062c \u0627\u0644\u0628\u064a\u0639 \u0627\u0644\u0645\u062a\u0628\u0627\u062f\u0644 \u0648\u0627\u0644\u0628\u064a\u0639 \u0627\u0644\u0645\u062a\u0628\u0627\u062f\u0644 \u0641\u064a \u0627\u0644\u062a\u0645\u0648\u064a\u0644 \u0627\u0644\u0645\u0646\u0638\u0645.<\/li>\n\n\n\n<li>\u062a\u0642\u062f\u0645 \u0647\u0630\u0647 \u0627\u0644\u0645\u0642\u0627\u0644\u0629 \u062e\u0637\u0648\u0627\u062a \u0639\u0645\u0644\u064a\u0629 \u0645\u064f\u0645\u0643\u0651\u0646\u0629 \u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627\u064b \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u062a\u062e\u0637\u064a\u0637 \u0627\u0644\u0631\u062d\u0644\u0629, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a7%d9%84%d8%aa%d9%87%d9%8a%d8%a6%d8%a9-%d8%a7%d9%84%d8%b1%d9%82%d9%85%d9%8a%d8%a9\/\" target=\"_blank\" rel=\"noopener\" title=\"\u0627\u0644\u062a\u0647\u064a\u0626\u0629 \u0627\u0644\u0631\u0642\u0645\u064a\u0629\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5855\">\u0627\u0644\u062a\u0647\u064a\u0626\u0629 \u0627\u0644\u0631\u0642\u0645\u064a\u0629<\/a> \u0648\"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\"\u060c \u0648\u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0641\u0627\u0626\u0642\u060c \u0648\u0627\u0644\u062a\u0641\u0627\u0639\u0644 \u0645\u062a\u0639\u062f\u062f \u0627\u0644\u0642\u0646\u0648\u0627\u062a\u060c \u0648\u062a\u0643\u0627\u0645\u0644 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a\u060c \u0648\u0627\u0644\u0642\u064a\u0627\u0633 \u0627\u0644\u0645\u0633\u062a\u0645\u0631.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-client-experience-matters-in-financial-services\">\u0623\u0647\u0645\u064a\u0629 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0641\u064a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">By 2025, over 80% of financial organisations recognise customer experience as their key differentiator more important than products, fees, or even brand heritage. This shift reflects a fundamental change in how clients evaluate financial services providers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0648\u0627\u0644\u062a\u0623\u0645\u064a\u0646\u060c \u0641\u0625\u0646 \u0627\u0644\u062b\u0642\u0629 \u0648\u0627\u0644\u0623\u0645\u0627\u0646 \u0648\u0627\u0644\u062a\u0639\u0627\u0637\u0641 \u063a\u064a\u0631 \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u0641\u0627\u0648\u0636. \u0641\u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u064a\u0639\u0647\u062f\u0648\u0646 \u0625\u0644\u0649 \u0647\u0630\u0647 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0628\u0645\u062f\u062e\u0631\u0627\u062a \u062d\u064a\u0627\u062a\u0647\u0645 \u0648\u0623\u0645\u0648\u0627\u0644 \u062a\u0642\u0627\u0639\u062f\u0647\u0645 \u0648\u0627\u0633\u062a\u0645\u0631\u0627\u0631\u064a\u0629 \u0623\u0639\u0645\u0627\u0644\u0647\u0645. \u0648\u0639\u0646\u062f\u0645\u0627 \u062a\u0646\u0647\u0627\u0631 \u0647\u0630\u0647 \u0627\u0644\u062b\u0642\u0629 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0633\u0648\u0621 \u0627\u0644\u062e\u062f\u0645\u0629\u060c \u062a\u0645\u062a\u062f \u0627\u0644\u0639\u0648\u0627\u0642\u0628 \u0625\u0644\u0649 \u0645\u0627 \u0647\u0648 \u0623\u0628\u0639\u062f \u0645\u0646 \u0645\u062c\u0631\u062f \u0645\u0639\u0627\u0645\u0644\u0629 \u0648\u0627\u062d\u062f\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0639\u062f \u0641\u0647\u0645 \u062a\u0648\u0642\u0639\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062a\u0644\u0628\u064a\u062a\u0647\u0627 \u0623\u0645\u0631\u064b\u0627 \u0636\u0631\u0648\u0631\u064a\u064b\u0627 \u0644\u0628\u0646\u0627\u0621 \u0627\u0644\u0631\u0636\u0627 \u0648\u0627\u0644\u0648\u0644\u0627\u0621. \u064a\u062c\u0628 \u0639\u0644\u0649 \u0645\u0642\u062f\u0645\u064a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0645\u0648\u0627\u0621\u0645\u0629 \u0639\u0631\u0648\u0636\u0647\u0645 \u0645\u0639 \u0645\u0627 \u064a\u062a\u0648\u0642\u0639\u0647 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0628\u0631 \u062c\u0645\u064a\u0639 \u0627\u0644\u0642\u0646\u0648\u0627\u062a \u0644\u062a\u0642\u062f\u064a\u0645 \u062a\u062c\u0631\u0628\u0629 \u0633\u0644\u0633\u0629 \u0648\u0645\u0635\u0645\u0645\u0629 \u062e\u0635\u064a\u0635\u064b\u0627.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Research consistently shows that around 70\u201380% of clients consider experience as important as the financial products themselves. Leading financial institutions that excel in client experience see 20\u201330% revenue uplifts among their most engaged clients. Conversely, 62% of consumers will switch providers following a negative experience a statistic that costs the financial services industry billions annually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0636\u0639 \u0641\u064a \u0627\u0639\u062a\u0628\u0627\u0631\u0643 \u0645\u0627 \u064a\u062d\u062f\u062b \u0639\u0646\u062f\u0645\u0627 \u062a\u0633\u0648\u0621 \u0627\u0644\u062a\u062c\u0627\u0631\u0628: \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0645\u0637\u0648\u0644\u0629 \u062a\u062d\u0628\u0637 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u064a\u0646 \u0642\u0628\u0644 \u0623\u0646 \u064a\u0641\u062a\u062d\u0648\u0627 \u062d\u0633\u0627\u0628\u064b\u0627 \u0645\u0635\u0631\u0641\u064a\u064b\u0627\u060c \u0648\u0627\u0644\u0631\u062f\u0648\u062f \u0627\u0644\u0628\u0637\u064a\u0626\u0629 \u0639\u0644\u0649 \u0627\u0633\u062a\u0641\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u062a\u0636\u0639\u0641 \u0627\u0644\u062b\u0642\u0629\u060c \u0648\u0627\u0644\u062e\u062f\u0645\u0629 \u063a\u064a\u0631 \u0627\u0644\u0634\u062e\u0635\u064a\u0629 \u0623\u062b\u0646\u0627\u0621 \u062a\u0642\u0644\u0628\u0627\u062a \u0627\u0644\u0633\u0648\u0642 \u062a\u062e\u0644\u0642 \u0642\u0644\u0642\u064b\u0627 \u064a\u0624\u062f\u064a \u0625\u0644\u0649 \u0625\u063a\u0644\u0627\u0642 \u0627\u0644\u062d\u0633\u0627\u0628.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At InvestGlass, we believe client experience in finance must be designed together with compliance, data protection, and risk management not bolted on afterward. This integrated approach ensures that every improvement serves both the client and the institution\u2019s regulatory obligations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-the-modern-financial-client-journey\">\u0641\u0647\u0645 \u0631\u062d\u0644\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062d\u062f\u064a\u062b\u0629<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Today\u2019s customer journey in finance is non linear. It typically starts digitally on a search engine, social media, or comparison site then mixes mobile apps, web portals, and human interactions over years or even decades.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0628 \u0623\u0646 \u062a\u0642\u0648\u0645 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0628\u0631\u0633\u0645 \u062e\u0631\u064a\u0637\u0629 \u0644\u0631\u062d\u0644\u0627\u062a \u0627\u0644\u0634\u0631\u0627\u0626\u062d \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u0634\u0631\u064a\u062d\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u062e\u0635\u0627\u0626\u0635 \u0627\u0644\u0631\u062d\u0644\u0629<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0646\u0642\u0627\u0637 \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0627\u0644\u062e\u0627\u0635\u0629 \u0645\u0646 \u0630\u0648\u064a \u0627\u0644\u0645\u0644\u0627\u0621\u0629 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0639\u0627\u0644\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0645\u0639\u0642\u062f\u0629 \u062a\u062a\u0637\u0644\u0628 \u0627\u062a\u0635\u0627\u0644\u0627\u064b \u0639\u0627\u0644\u064a\u0627\u064b \u0648\u0639\u0644\u0627\u0642\u0627\u062a \u0645\u0639\u0642\u062f\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u062c\u062a\u0645\u0627\u0639\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646\u060c \u0648\u0627\u0644\u0641\u0639\u0627\u0644\u064a\u0627\u062a \u0627\u0644\u062d\u0635\u0631\u064a\u0629\u060c \u0648\u0645\u0631\u0627\u062c\u0639\u0627\u062a \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0635\u0627\u062d\u0628 \u0634\u0631\u0643\u0629 \u0635\u063a\u064a\u0631\u0629 \u0648\u0645\u062a\u0648\u0633\u0637\u0629 \u0627\u0644\u062d\u062c\u0645<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0636\u063a\u0637 \u0627\u0644\u0648\u0642\u062a\u060c \u0648\u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0627\u0644\u062a\u062f\u0641\u0642 \u0627\u0644\u0646\u0642\u062f\u064a\u060c \u0648\u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0645\u062a\u0639\u062f\u062f\u0629 \u0627\u0644\u0645\u0646\u062a\u062c\u0627\u062a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0645\u0646\u0635\u0627\u062a \u0627\u0644\u0631\u0642\u0645\u064a\u0629\u060c \u0648\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0644\u0644\u0623\u0639\u0645\u0627\u0644\u060c \u0648\u0645\u062f\u064a\u0631 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0633\u062a\u062b\u0645\u0631 \u0627\u0644\u062a\u062c\u0632\u0626\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0630\u0627\u062a\u064a \u0627\u0644\u062a\u0648\u062c\u064a\u0647\u060c \u0645\u062a\u062d\u0631\u0643 \u0623\u0648\u0644\u0627\u064b\u060c \u062d\u0633\u0627\u0633 \u0644\u0644\u0633\u0639\u0631<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0627\u0644\u0647\u0627\u062a\u0641 \u0627\u0644\u0645\u062d\u0645\u0648\u0644\u060c \u0648\u0627\u0644\u0627\u0633\u062a\u0634\u0627\u0631\u0627\u062a \u0627\u0644\u0622\u0644\u064a\u0629\u060c \u0648\u0645\u062d\u0627\u062f\u062b\u0629 \u062f\u0639\u0645 \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0634\u0645\u0644 \u0627\u0644\u0645\u0631\u0627\u062d\u0644 \u0627\u0644\u0646\u0645\u0648\u0630\u062c\u064a\u0629 \u0645\u0627 \u064a\u0644\u064a:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u0627\u0644\u062a\u0648\u0639\u064a\u0629 \u0648\u0627\u0644\u0628\u062d\u062b<\/strong>: \u064a\u0633\u062a\u0643\u0634\u0641 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062e\u064a\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u062a\u0627\u062d\u0629 \u0639\u0644\u0649 \u0627\u0644\u0625\u0646\u062a\u0631\u0646\u062a\u060c \u0648\u064a\u062a\u0648\u0642\u0639\u0648\u0646 \u062a\u0641\u0633\u064a\u0631\u0627\u062a \u0648\u0627\u0636\u062d\u0629 \u0644\u0644\u0645\u0646\u062a\u062c\u0627\u062a \u0648\u0623\u062f\u0648\u0627\u062a \u0645\u0642\u0627\u0631\u0646\u0629<\/li>\n\n\n\n<li><strong>\u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0631\u0642\u0645\u064a \u0648\"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643<\/strong>: \u0627\u0644\u062a\u0641\u0627\u0639\u0644 \u0627\u0644\u0623\u0648\u0644 \u0627\u0644\u062d\u0627\u0633\u0645 \u0627\u0644\u0630\u064a \u064a\u062d\u062f\u062f \u0627\u0644\u062a\u0648\u0642\u0639\u0627\u062a<\/li>\n\n\n\n<li><strong>\u0627\u0644\u062a\u0645\u0648\u064a\u0644 \u0648\u0627\u0644\u0645\u0639\u0627\u0645\u0644\u0629 \u0627\u0644\u0623\u0648\u0644\u0649<\/strong>: \u0644\u062d\u0638\u0629 \u0627\u0644\u0627\u0644\u062a\u0632\u0627\u0645 \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0633\u0644\u0633\u0629<\/li>\n\n\n\n<li><strong>\u0627\u0644\u0645\u0634\u0648\u0631\u0629 \u0648\u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u0645\u0631\u0629<\/strong>: \u0627\u0644\u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0645\u0646\u062a\u0638\u0645\u0629 \u0627\u0644\u062a\u064a \u062a\u0628\u0646\u064a \u0627\u0644\u0648\u0644\u0627\u0621 \u0623\u0648 \u062a\u0642\u0648\u0651\u0636\u0647<\/li>\n\n\n\n<li><strong>\u062a\u063a\u064a\u064a\u0631\u0627\u062a \u0627\u0644\u0623\u062d\u062f\u0627\u062b \u0627\u0644\u062d\u064a\u0627\u062a\u064a\u0629<\/strong>: Retirement planning, business exits, inheritance moments where human touch matters most<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u062a\u0636\u0645\u0646 \u0643\u0644 \u0645\u0631\u062d\u0644\u0629 \u062e\u0637\u0648\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062b\u0642\u064a\u0644\u0629 \u0627\u0644\u062a\u064a \u064a\u062c\u062f\u0647\u0627 \u0645\u0639\u0638\u0645 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u062d\u0628\u0637\u0629. \u0648\u064a\u062a\u0645\u062b\u0644 \u0627\u0644\u062a\u062d\u062f\u064a \u0641\u064a \u062c\u0639\u0644 \u0639\u0645\u0644\u064a\u0629 \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" \u0648\u062a\u0642\u064a\u064a\u0645\u0627\u062a \u0627\u0644\u0645\u0644\u0627\u0621\u0645\u0629 \u0648\u062a\u0648\u0635\u064a\u0641 \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u062a\u0628\u062f\u0648 \u0648\u0643\u0623\u0646\u0647\u0627 \u0625\u0631\u0634\u0627\u062f\u0627\u062a \u0645\u0641\u064a\u062f\u0629 \u0628\u062f\u0644\u0627\u064b \u0645\u0646 \u0643\u0648\u0646\u0647\u0627 \u0639\u0642\u0628\u0627\u062a \u0628\u064a\u0631\u0648\u0642\u0631\u0627\u0637\u064a\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0627\u0633\u062a\u062e\u062f\u0645 \u0628\u064a\u0627\u0646\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0628\u064a\u0627\u0646\u0627\u062a \u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0644\u062a\u062d\u062f\u064a\u062f \u0646\u0642\u0627\u0637 \u0627\u0644\u0627\u062d\u062a\u0643\u0627\u0643: \u062a\u0648\u0641\u0631 \u0645\u0639\u062f\u0644\u0627\u062a \u0627\u0644\u0627\u0646\u0642\u0637\u0627\u0639 \u0623\u062b\u0646\u0627\u0621 \u0641\u062a\u062d \u0627\u0644\u062d\u0633\u0627\u0628\u060c \u0648\u0623\u0648\u0642\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062c\u0627\u0628\u0629 \u0644\u0627\u0633\u062a\u0641\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u062d\u0641\u0638\u0629\u060c \u0648\u062a\u0643\u0631\u0627\u0631 \u062a\u0633\u062c\u064a\u0644 \u0627\u0644\u062f\u062e\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u0628\u0648\u0627\u0628\u0627\u062a\u060c \u0643\u0644\u0647\u0627 \u062a\u0648\u0641\u0631 \u0631\u0624\u0649 \u0642\u064a\u0645\u0629 \u062d\u0648\u0644 \u0646\u0642\u0627\u0637 \u062a\u0639\u0637\u0644 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mapping-the-client-journey-in-practice\">\u0631\u0633\u0645 \u062e\u0631\u064a\u0637\u0629 \u0631\u062d\u0644\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0641\u064a \u0627\u0644\u0645\u0645\u0627\u0631\u0633\u0629 \u0627\u0644\u0639\u0645\u0644\u064a\u0629<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0639\u0646\u064a \u0631\u0633\u0645 \u062e\u0631\u0627\u0626\u0637 \u0627\u0644\u0631\u062d\u0644\u0627\u062a \u0641\u064a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u062a\u0648\u062b\u064a\u0642 \u0645\u0633\u0627\u0631\u0627\u062a \u0645\u062d\u062f\u062f\u0629 \u0645\u062b\u0644 \u201c\u0641\u062a\u062d \u062d\u0633\u0627\u0628 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a \u0645\u0646 \u0627\u0644\u062e\u0627\u0631\u062c\u201d \u0623\u0648 \u201c\u0627\u0644\u062a\u0642\u062f\u0645 \u0628\u0637\u0644\u0628 \u0644\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0642\u0631\u0636 \u0644\u0648\u0645\u0628\u0627\u0631\u062f\u201d \u062e\u0637\u0648\u0629 \u0628\u062e\u0637\u0648\u0629\u060c \u0648\u062a\u062d\u062f\u064a\u062f \u0643\u0644 \u0644\u062d\u0638\u0629 \u0645\u0646 \u0644\u062d\u0638\u0627\u062a \u0627\u0644\u062d\u0642\u064a\u0642\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0628\u062f\u0623 \u0645\u0639\u0638\u0645 \u0627\u0644\u0631\u062d\u0644\u0627\u062a \u0627\u0644\u0622\u0646 \u0639\u0644\u0649 \u0645\u062d\u0631\u0643\u0627\u062a \u0627\u0644\u0628\u062d\u062b \u0623\u0648 \u0648\u0633\u0627\u0626\u0644 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u0627\u062c\u062a\u0645\u0627\u0639\u064a \u0623\u0648 \u0645\u0648\u0627\u0642\u0639 \u0627\u0644\u0645\u0642\u0627\u0631\u0646\u0629. \u064a\u062a\u0648\u0642\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u062a\u0641\u0633\u064a\u0631\u0627\u062a \u0648\u0627\u0636\u062d\u0629 \u0648\u0645\u062a\u0648\u0627\u0641\u0642\u0629 \u0644\u0644\u0645\u0646\u062a\u062c \u0628\u062f\u0648\u0646 \u0645\u0635\u0637\u0644\u062d\u0627\u062a<\/li>\n\n\n\n<li>\u062d\u0627\u0633\u0628\u0627\u062a \u062a\u0641\u0627\u0639\u0644\u064a\u0629 \u0644\u0644\u0639\u0648\u0627\u0626\u062f \u0623\u0648 \u0627\u0644\u0631\u0633\u0648\u0645 \u0623\u0648 \u0633\u062f\u0627\u062f \u0627\u0644\u0642\u0631\u0648\u0636<\/li>\n\n\n\n<li>\u0633\u0647\u0648\u0644\u0629 \u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0639\u0646\u062f \u0638\u0647\u0648\u0631 \u0623\u0633\u0626\u0644\u0629<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0644\u0642\u062f \u062a\u062d\u0648\u0644\u062a \u0625\u062c\u0631\u0627\u0621\u0627\u062a \u0641\u062a\u062d \u0627\u0644\u062d\u0633\u0627\u0628 \u0645\u0646 \u0627\u0644\u0646\u0645\u0627\u0630\u062c \u0627\u0644\u0648\u0631\u0642\u064a\u0629 \u0648\u0632\u064a\u0627\u0631\u0627\u062a \u0627\u0644\u0641\u0631\u0648\u0639 \u0625\u0644\u0649 \u062a\u062f\u0641\u0642\u0627\u062a \u0639\u0645\u0644 \u0631\u0642\u0645\u064a\u0629 \u0628\u0627\u0644\u0643\u0627\u0645\u0644 \u0645\u0639 \u0627\u0644\u062a\u0648\u0642\u064a\u0639 \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0648\u0627\u0644\u062a\u0639\u0631\u064a\u0641 \u0628\u0627\u0644\u0641\u064a\u062f\u064a\u0648 \u0648\u0627\u0644\u062a\u062d\u0642\u0642 \u0627\u0644\u0622\u0644\u064a \u0645\u0646 \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\". \u0648\u0647\u0630\u0627 \u064a\u0642\u0644\u0644 \u0645\u0646 \u0623\u064a\u0627\u0645 \u0641\u062a\u062d \u0627\u0644\u062d\u0633\u0627\u0628 \u0645\u0646 \u0623\u064a\u0627\u0645 \u0625\u0644\u0649 \u062f\u0642\u0627\u0626\u0642 \u0645\u0639 \u062a\u062d\u0633\u064a\u0646 \u0631\u0636\u0627 \u0627\u0644\u0639\u0645\u0644\u0627\u0621.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0639\u062a\u0645\u062f \u0627\u0644\u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u064a\u0648\u0645\u064a\u0629 \u0648\u0627\u0644\u0623\u0633\u0628\u0648\u0639\u064a\u0629 \u0639\u0644\u0649 \u0639\u0631\u0636 \u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0627\u0644\u0647\u0627\u062a\u0641 \u0627\u0644\u0645\u062d\u0645\u0648\u0644 \u0648\u0627\u0644\u0628\u0648\u0627\u0628\u0627\u062a \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a\u0629:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0642\u064a\u0645 \u0648\u0623\u062f\u0627\u0621 \u0627\u0644\u0645\u062d\u0641\u0638\u0629 \u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0627\u0644\u062d\u0642\u064a\u0642\u064a<\/li>\n\n\n\n<li>\u0631\u0624\u0649 \u0645\u062e\u0635\u0635\u0629 \u0628\u0646\u0627\u0621\u064b \u0639\u0644\u0649 \u0627\u0644\u0645\u0642\u062a\u0646\u064a\u0627\u062a \u0648\u0627\u0644\u0623\u0647\u062f\u0627\u0641<\/li>\n\n\n\n<li><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d9%85%d8%ad%d8%a7%d9%81%d8%b8\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5856\">ESG<\/a> \u0646\u062a\u0627\u0626\u062c \u0644\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u064a\u0646 \u0627\u0644\u0645\u0647\u062a\u0645\u064a\u0646 \u0628\u0627\u0644\u0627\u0633\u062a\u062f\u0627\u0645\u0629<\/li>\n\n\n\n<li>\u062a\u0646\u0628\u064a\u0647\u0627\u062a \u0627\u0633\u062a\u0628\u0627\u0642\u064a\u0629 \u0644\u0641\u0631\u0635 \u0625\u0639\u0627\u062f\u0629 \u0627\u0644\u062a\u0648\u0627\u0632\u0646<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0637\u0648\u0631\u062a \u062a\u0648\u0642\u0639\u0627\u062a \u0627\u0644\u062f\u0639\u0645 \u0623\u064a\u0636\u064b\u0627. \u0641\u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u064a\u0631\u063a\u0628\u0648\u0646 \u0641\u064a \u0627\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u062e\u062f\u0645\u0629 \u0630\u0627\u062a\u064a\u0629 \u0639\u0644\u0649 \u0645\u062f\u0627\u0631 \u0627\u0644\u0633\u0627\u0639\u0629 \u0637\u0648\u0627\u0644 \u0623\u064a\u0627\u0645 \u0627\u0644\u0623\u0633\u0628\u0648\u0639 \u0644\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0628\u0633\u064a\u0637\u0629 \u0648\u0627\u0644\u062a\u0635\u0639\u064a\u062f \u0627\u0644\u0633\u0631\u064a\u0639 \u0625\u0644\u0649 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0644\u0631\u0633\u0627\u0626\u0644 \u0627\u0644\u0622\u0645\u0646\u0629 \u0623\u0648 \u0645\u0643\u0627\u0644\u0645\u0627\u062a \u0627\u0644\u0641\u064a\u062f\u064a\u0648 \u0623\u0648 \u0627\u0644\u0647\u0627\u062a\u0641 \u0644\u0627\u062a\u062e\u0627\u0630 \u0627\u0644\u0642\u0631\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0645\u062b\u0627\u0644 \u0639\u0644\u0649 \u0630\u0644\u0643<\/strong>: A Swiss private bank using InvestGlass journeys guides prospects from website form to funded portfolio without emailing PDFs. The client completes digital forms, uploads documents securely, receives automated status updates, and schedules a video call with their assigned advisor all within a single platform.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-removing-friction-without-losing-control\">\u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0631\u0642\u0645\u064a \u0648\"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\": \u0625\u0632\u0627\u0644\u0629 \u0627\u0644\u0627\u062d\u062a\u0643\u0627\u0643 \u062f\u0648\u0646 \u0641\u0642\u062f\u0627\u0646 \u0627\u0644\u0633\u064a\u0637\u0631\u0629<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Onboarding and KYC are often the first and most painful touchpoints in financial services, especially in cross border and private wealth contexts. A prospective client\u2019s overall perception of your institution often forms before they\u2019ve made their first investment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0642\u0644\u0644 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0631\u0642\u0645\u064a \u0645\u0646 \u0648\u0642\u062a \u0627\u0644\u0639\u0645\u0644\u064a\u0629 \u0628\u0646\u0633\u0628\u0629 50-80% \u0645\u0642\u0627\u0631\u0646\u0629\u064b \u0628\u0627\u0644\u0646\u0647\u062c \u0627\u0644\u064a\u062f\u0648\u064a\u0629 \u0627\u0644\u0642\u0627\u0626\u0645\u0629 \u0639\u0644\u0649 \u0627\u0644\u0641\u0631\u0648\u0639. \u064a\u0643\u0645\u0646 \u0627\u0644\u0633\u0631 \u0641\u064a \u062a\u0635\u0645\u064a\u0645 \u062a\u062f\u0641\u0642\u0627\u062a \u0639\u0645\u0644 \u062a\u0628\u062f\u0648 \u0628\u0633\u064a\u0637\u0629 \u0645\u0639 \u062a\u0644\u0628\u064a\u0629 \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u0635\u0627\u0631\u0645\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0623\u0641\u0636\u0644 \u0627\u0644\u0645\u0645\u0627\u0631\u0633\u0627\u062a \u0644\u0644\u0625\u0639\u062f\u0627\u062f \u0627\u0644\u0631\u0642\u0645\u064a:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0646\u0645\u0627\u0630\u062c \u0645\u0645\u0644\u0648\u0621\u0629 \u0645\u0633\u0628\u0642\u064b\u0627 \u0628\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0645\u062a\u0627\u062d\u0629 \u0644\u0644\u062c\u0645\u0647\u0648\u0631<\/li>\n\n\n\n<li>\u0627\u0644\u062a\u0642\u0627\u0637 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u062a\u062f\u0631\u064a\u062c\u064a \u0627\u0644\u0630\u064a \u064a\u0637\u0644\u0628 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0639\u0646\u062f \u0627\u0644\u062d\u0627\u062c\u0629 \u0625\u0644\u064a\u0647\u0627 \u0641\u0642\u0637<\/li>\n\n\n\n<li>\u062a\u062c\u0645\u064a\u0639 \u0622\u0645\u0646 \u0644\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a \u0645\u0639 \u062a\u0639\u0644\u064a\u0645\u0627\u062a \u062a\u062d\u0645\u064a\u0644 \u0648\u0627\u0636\u062d\u0629<\/li>\n\n\n\n<li>\u0645\u0624\u0634\u0631\u0627\u062a \u062a\u0642\u062f\u0645 \u0645\u0631\u0626\u064a\u0629 \u062a\u0648\u0636\u062d \u062d\u0627\u0644\u0629 \u0627\u0644\u0625\u0646\u062c\u0627\u0632<\/li>\n\n\n\n<li>\u062a\u0623\u0643\u064a\u062f \u0641\u0648\u0631\u064a \u0648\u0625\u0631\u0634\u0627\u062f\u0627\u062a \u0627\u0644\u062e\u0637\u0648\u0629 \u0627\u0644\u062a\u0627\u0644\u064a\u0629<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0642\u0628\u0644 \u0627\u0644\u062c\u0647\u0627\u062a \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629 \u0641\u064a \u0633\u0648\u064a\u0633\u0631\u0627 \u0648\u0627\u0644\u0627\u062a\u062d\u0627\u062f \u0627\u0644\u0623\u0648\u0631\u0648\u0628\u064a \u0648\u0627\u0644\u0648\u0644\u0627\u064a\u0627\u062a \u0627\u0644\u0642\u0636\u0627\u0626\u064a\u0629 \u0627\u0644\u0623\u062e\u0631\u0649 \u0628\u0634\u0643\u0644 \u0645\u062a\u0632\u0627\u064a\u062f \u0627\u0644\u062a\u0639\u0631\u064a\u0641 \u0627\u0644\u0631\u0642\u0645\u064a\u060c \u0634\u0631\u064a\u0637\u0629 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0645\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u062a\u062f\u0642\u064a\u0642 \u0642\u0648\u064a\u0629. \u064a\u062a\u064a\u062d \u0647\u0630\u0627 \u0627\u0644\u062a\u062d\u0648\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a \u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u062a\u0642\u062f\u064a\u0645 \u062a\u062c\u0627\u0631\u0628 \u062d\u062f\u064a\u062b\u0629 \u062f\u0648\u0646 \u0627\u0644\u0645\u0633\u0627\u0633 \u0628\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0648\u0641\u0631 InvestGlass \u062a\u062f\u0641\u0642\u0627\u062a \u0639\u0645\u0644 \u0631\u0642\u0645\u064a\u0629 \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u0647\u064a\u0626\u0629 \u0648\u0633\u064a\u0631 \u0639\u0645\u0644 \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u0643\u0648\u064a\u0646 \u0645\u0633\u062a\u0636\u0627\u0641\u0629 \u0641\u064a \u0633\u0648\u064a\u0633\u0631\u0627\u060c \u0645\u0645\u0627 \u064a\u0633\u0627\u0639\u062f \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0644\u0649 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0644\u0642\u0648\u0627\u0639\u062f FINMA \u0648\u0627\u0644\u0644\u0627\u0626\u062d\u0629 \u0627\u0644\u0639\u0627\u0645\u0629 \u0644\u062d\u0645\u0627\u064a\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0642\u0648\u0627\u0639\u062f \u0625\u0642\u0627\u0645\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0645\u062d\u0644\u064a\u0629 \u0645\u0639 \u062a\u0642\u062f\u064a\u0645 \u062a\u062c\u0631\u0628\u0629 \u0633\u0644\u0633\u0629 \u064a\u0637\u0644\u0628\u0647\u0627 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0639\u0635\u0631\u064a\u0648\u0646.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-balancing-compliance-security-and-convenience\">\u062a\u062d\u0642\u064a\u0642 \u0627\u0644\u062a\u0648\u0627\u0632\u0646 \u0628\u064a\u0646 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0648\u0627\u0644\u0623\u0645\u0627\u0646 \u0648\u0627\u0644\u0645\u0644\u0627\u0621\u0645\u0629<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A fundamental tension exists between strict regulations AMLD in the EU, Swiss AMLA, MiFID II suitability requirements and client demand for \u201cone click\u201d experiences. Managing expectations while maintaining compliance requires thoughtful design.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0635\u0645\u0645 \u0639\u0645\u0644\u064a\u0627\u062a \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" \u0628\u062d\u064a\u062b \u062a\u0628\u062f\u0648 \u0648\u0643\u0623\u0646\u0647\u0627 \u062a\u062c\u0627\u0631\u0628 \u0645\u0648\u062c\u0647\u0629 \u0628\u062f\u0644\u0627\u064b \u0645\u0646 \u0646\u0645\u0627\u0630\u062c \u0627\u0633\u062a\u062c\u0648\u0627\u0628:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0627\u0633\u062a\u062e\u062f\u0645 \u0644\u063a\u0629 \u0648\u0627\u0636\u062d\u0629 \u0648\u063a\u064a\u0631 \u062a\u0642\u0646\u064a\u0629 \u0641\u064a \u062c\u0645\u064a\u0639 \u0627\u0644\u0623\u0646\u062d\u0627\u0621<\/li>\n\n\n\n<li>\u062a\u0642\u062f\u064a\u0645 \u062a\u0641\u0633\u064a\u0631\u0627\u062a \u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0627\u0644\u0645\u0646\u0627\u0633\u0628 \u0644\u0633\u0628\u0628 \u0627\u0644\u062d\u0627\u062c\u0629 \u0625\u0644\u0649 \u0643\u0644 \u062c\u0632\u0621 \u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a<\/li>\n\n\n\n<li>\u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0630\u0627\u062a \u0627\u0644\u0635\u0644\u0629 \u0628\u0634\u0643\u0644 \u0645\u0646\u0637\u0642\u064a<\/li>\n\n\n\n<li>\u0627\u0644\u0633\u0645\u0627\u062d \u0628\u0648\u0638\u064a\u0641\u0629 \u0627\u0644\u062d\u0641\u0638 \u0648\u0627\u0644\u0627\u0633\u062a\u0626\u0646\u0627\u0641 \u0644\u0644\u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0627\u0644\u0623\u0645\u0646 \u0639\u0627\u0645\u0644 \u0645\u0647\u0645 \u0641\u064a \u0628\u0646\u0627\u0621 \u0627\u0644\u062b\u0642\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062d\u0646\u0643\u064a\u0646. \u0648\u062a\u0634\u0645\u0644 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\u0639\u0644\u0649 \u0646\u0648\u0639 \u0627\u0644\u0645\u0646\u062a\u062c \u0648\u0645\u0648\u0637\u0646\u0647 \u0648\u0645\u0644\u0641 \u0627\u0644\u0645\u062e\u0627\u0637\u0631. \u0648\u0647\u0630\u0627 \u064a\u0639\u0646\u064a \u0623\u0646 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u0639\u0627\u0628\u0631 \u0644\u0644\u062d\u062f\u0648\u062f \u0641\u064a \u0639\u0627\u0645 2025 \u064a\u062a\u0645 \u062a\u0648\u062c\u064a\u0647\u0647 \u062a\u0644\u0642\u0627\u0626\u064a\u064b\u0627 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646 \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" \u0648\u0627\u0644\u0625\u0641\u0635\u0627\u062d \u0639\u0646 \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0645\u0646\u0627\u0633\u0628\u0629 \u0628\u0646\u0627\u0621\u064b \u0639\u0644\u0649 \u0648\u0636\u0639\u0647 \u0627\u0644\u062e\u0627\u0635.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16.png\" alt=\"\u0643\u064a\u0641\u064a\u0629 \u062a\u062d\u0633\u064a\u0646 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062a\u0645\u0648\u064a\u0644\" class=\"wp-image-48993\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-personalisation-segmentation-and-portfolio-management\">\u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0648\u0627\u0644\u062a\u062c\u0632\u0626\u0629 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rowspan=\"1\"><p>\u0627\u0644\u0646\u0634\u0631 \u0627\u0644\u0641\u0639\u0627\u0644 \u0644\u0644\u0645\u0648\u0627\u0631\u062f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0623\u0646\u0645\u0627\u0637 \u0627\u0644\u0633\u0644\u0648\u0643\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u062a\u0643\u0631\u0627\u0631 \u0627\u0644\u062a\u062f\u0627\u0648\u0644\u060c \u0648\u0627\u0644\u0645\u0634\u0627\u0631\u0643\u0629 \u0641\u064a \u0627\u0644\u0628\u0648\u0627\u0628\u0629\u060c \u0648\u062a\u0641\u0636\u064a\u0644\u0627\u062a \u0627\u0644\u0645\u062d\u062a\u0648\u0649<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0630\u0627\u062a \u0627\u0644\u0635\u0644\u0629<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0631\u062d\u0644\u0629 \u0627\u0644\u062d\u064a\u0627\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0645\u0647\u0646\u064a\u0648\u0646 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rowspan=\"1\"><p>\u062e\u062f\u0645\u0629 \u0645\u062a\u0648\u0627\u0641\u0642\u0629 \u0648\u0645\u062d\u0644\u064a\u0629<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0631\u062a\u0628\u0637 \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0645\u0628\u0627\u0634\u0631\u0629\u064b \u0628\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629. \u064a\u0633\u0627\u0639\u062f \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u062f\u064a\u0646\u0627\u0645\u064a\u0643\u064a \u0644\u0644\u0623\u0635\u0648\u0644\u060c \u0648\u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0646\u0645\u0648\u0630\u062c\u064a\u0629 \u0627\u0644\u0645\u0635\u0645\u0645\u0629 \u062e\u0635\u064a\u0635\u0627\u064b\u060c \u0648\u0627\u0644\u062a\u0646\u0628\u064a\u0647\u0627\u062a \u0627\u0644\u0645\u062e\u0635\u0635\u0629 \u0639\u0646\u062f \u0627\u0646\u062d\u0631\u0627\u0641 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0639\u0646 \u0627\u0644\u0623\u0647\u062f\u0627\u0641\u060c \u0639\u0644\u0649 \u0645\u0633\u0627\u0639\u062f\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0644\u0649 \u0627\u0644\u0634\u0639\u0648\u0631 \u0628\u0627\u0644\u0641\u0647\u0645 \u0648\u0627\u0644\u062f\u0639\u0645.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0645\u0639 \u0628\u0631\u0646\u0627\u0645\u062c InvestGlass \u0628\u064a\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 \u0648\u0633\u0644\u0648\u0643\u064a\u0627\u062a \u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0648\u0648\u062d\u062f\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0644\u062a\u0643\u0648\u064a\u0646 \u0631\u0624\u064a\u0629 \u0634\u0627\u0645\u0644\u0629 \u0644\u0643\u0644 \u0639\u0645\u064a\u0644. \u0648\u064a\u0624\u062f\u064a \u0630\u0644\u0643 \u0625\u0644\u0649 \u062a\u0642\u062f\u064a\u0645 \u0645\u0642\u062a\u0631\u062d\u0627\u062a \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0645\u0635\u0645\u0645\u0629 \u062e\u0635\u064a\u0635\u064b\u0627 \u0648\u0627\u062c\u062a\u0645\u0627\u0639\u0627\u062a \u0627\u0644\u0645\u0631\u0627\u062c\u0639\u0629 \u0627\u0644\u062a\u064a \u062a\u064f\u0638\u0647\u0631 \u0641\u0647\u0645\u064b\u0627 \u062d\u0642\u064a\u0642\u064a\u064b\u0627 \u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0639\u0645\u064a\u0644.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-hyper-personalised-communications-and-offers\">\u0627\u0644\u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0648\u0627\u0644\u0639\u0631\u0648\u0636 \u0634\u062f\u064a\u062f\u0629 \u0627\u0644\u062a\u062e\u0635\u064a\u0635<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062a\u062c\u0627\u0648\u0632 \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0633\u0645 \u0627\u0644\u0639\u0645\u064a\u0644 \u0641\u064a \u0631\u0633\u0627\u0644\u0629 \u0628\u0631\u064a\u062f \u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a. \u064a\u0639\u0643\u0633 \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0641\u0627\u0626\u0642 \u0627\u0644\u062d\u0642\u064a\u0642\u064a \u0627\u0644\u0645\u0642\u062a\u0646\u064a\u0627\u062a \u0648\u0627\u0644\u062a\u062f\u0641\u0642\u0627\u062a \u0627\u0644\u0646\u0642\u062f\u064a\u0629 \u0648\u0627\u0644\u0627\u0647\u062a\u0645\u0627\u0645\u0627\u062a \u0648\u0627\u0644\u0633\u0644\u0648\u0643\u064a\u0627\u062a \u0644\u062a\u0642\u062f\u064a\u0645 \u0627\u0644\u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0630\u0627\u062a \u0627\u0644\u0635\u0644\u0629 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0644\u0642\u0646\u0648\u0627\u062a \u0627\u0644\u0645\u0646\u0627\u0633\u0628\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0628\u0639\u0636 \u0627\u0644\u0623\u0645\u062b\u0644\u0629 \u0639\u0644\u0649 \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0641\u0639\u0627\u0644<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0625\u0631\u0633\u0627\u0644 \u062a\u0642\u0627\u0631\u064a\u0631 \u062a\u0623\u062b\u064a\u0631 \u0627\u0644\u062d\u0648\u0643\u0645\u0629 \u0627\u0644\u0628\u064a\u0626\u064a\u0629 \u0648\u0627\u0644\u0627\u062c\u062a\u0645\u0627\u0639\u064a\u0629 \u0648\u0627\u0644\u0645\u0624\u0633\u0633\u064a\u0629 \u0644\u0639\u0627\u0645 2024 \u0625\u0644\u0649 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0630\u0648\u064a \u0627\u0644\u062a\u0641\u0648\u064a\u0636\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u062f\u0627\u0645\u0629 \u0641\u0642\u0637<\/li>\n\n\n\n<li>\u062a\u0646\u0628\u064a\u0647\u0627\u062a \u0627\u0644\u0627\u0643\u062a\u062a\u0627\u0628\u0627\u062a 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\u0627\u0644\u062a\u0645\u0648\u064a\u0644 \u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0631\u0647\u0646 \u0627\u0644\u0639\u0642\u0627\u0631\u064a \u0639\u0646\u062f\u0645\u0627 \u062a\u062a\u063a\u064a\u0631 \u0628\u064a\u0626\u0627\u062a \u0623\u0633\u0639\u0627\u0631 \u0627\u0644\u0641\u0627\u0626\u062f\u0629 \u0628\u0634\u0643\u0644 \u0625\u064a\u062c\u0627\u0628\u064a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u062a\u064a\u062d \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0633\u0644\u0648\u0643\u064a\u0629 \u0627\u0633\u062a\u0647\u062f\u0627\u0641\u0627\u064b \u0623\u0643\u062b\u0631 \u062a\u0637\u0648\u0631\u0627\u064b. \u064a\u0634\u064a\u0631 \u062a\u0643\u0631\u0627\u0631 \u0627\u0644\u062f\u062e\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a\u0629\u060c \u0648\u0627\u0644\u0645\u062d\u062a\u0648\u0649 \u0627\u0644\u0630\u064a \u062a\u0645 \u0627\u0633\u062a\u0639\u0631\u0627\u0636\u0647\u060c \u0648\u0627\u062c\u062a\u0645\u0627\u0639\u0627\u062a \u0627\u0644\u0645\u0631\u0627\u062c\u0639\u0629 \u0627\u0644\u0641\u0627\u0626\u062a\u0629\u060c \u0648\u0623\u0646\u0645\u0627\u0637 \u0627\u0644\u0645\u0639\u0627\u0645\u0644\u0627\u062a \u0625\u0644\u0649 \u0646\u0648\u0627\u064a\u0627 \u0627\u0644\u0639\u0645\u064a\u0644 \u0648\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a\u0647.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0628 \u0623\u0646 \u064a\u0638\u0644 \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0645\u062a\u0648\u0627\u0641\u0642\u064b\u0627. \u064a\u062c\u0628 \u0623\u0646 \u062a\u062a\u0637\u0627\u0628\u0642 \u0627\u0644\u0645\u0646\u062a\u062c\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0645\u0648\u0635\u0649 \u0628\u0647\u0627 \u062f\u0627\u0626\u0645\u064b\u0627 \u0645\u0639 \u0642\u0648\u0627\u0639\u062f \u0627\u0644\u0645\u0644\u0627\u0621\u0645\u0629 \u0648\u0627\u0644\u0645\u0644\u0627\u0621\u0645\u0629\u060c \u0645\u0639 \u0648\u062c\u0648\u062f \u0645\u0633\u0627\u0631\u0627\u062a \u062a\u062f\u0642\u064a\u0642 \u0648\u0627\u0636\u062d\u0629 \u062a\u0648\u062b\u0642 \u0633\u0628\u0628 \u062a\u0642\u062f\u064a\u0645 \u0643\u0644 \u062a\u0648\u0635\u064a\u0629. \u064a\u062c\u0628 \u0623\u0646 \u062a\u0646\u0628\u062b\u0642 \u0641\u0631\u0635 \u0627\u0644\u0628\u064a\u0639 \u0627\u0644\u0645\u062a\u0642\u0627\u0637\u0639 \u0628\u0634\u0643\u0644 \u0637\u0628\u064a\u0639\u064a \u0645\u0646 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u062d\u0642\u064a\u0642\u064a\u0629\u060c \u0648\u0644\u064a\u0633 \u0645\u0646 \u062a\u0643\u062a\u064a\u0643\u0627\u062a \u0627\u0644\u0628\u064a\u0639 \u0627\u0644\u0639\u062f\u0648\u0627\u0646\u064a\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633 <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%d8%aa%d8%b3%d9%88%d9%8a%d9%82\/\" target=\"_blank\" rel=\"noopener\" title=\"\u0627\u0644\u062a\u0633\u0648\u064a\u0642\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5857\">\u0627\u0644\u062a\u0633\u0648\u064a\u0642<\/a> automation orchestrates segmented marketing campaigns while keeping all customer data inside Swiss hosted infrastructure critical for privacy conscious institutions helping clients protect their wealth.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-omnichannel-engagement-blending-digital-and-human-advice\">\u0627\u0644\u062a\u0641\u0627\u0639\u0644 \u0645\u062a\u0639\u062f\u062f \u0627\u0644\u0642\u0646\u0648\u0627\u062a: \u0627\u0644\u0645\u0632\u062c \u0628\u064a\u0646 \u0627\u0644\u0645\u0634\u0648\u0631\u0629 \u0627\u0644\u0631\u0642\u0645\u064a\u0629 \u0648\u0627\u0644\u0628\u0634\u0631\u064a\u0629<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u062d\u062a\u0649 \u0641\u064a \u0639\u0627\u0645 2026\u060c \u0644\u0627 \u064a\u0632\u0627\u0644 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u064a\u0628\u062d\u062b\u0648\u0646 \u0639\u0646 \u0627\u0644\u062a\u0641\u0627\u0639\u0644 \u0627\u0644\u0628\u0634\u0631\u064a \u0644\u0627\u062a\u062e\u0627\u0630 \u0627\u0644\u0642\u0631\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629: \u0627\u0644\u062a\u062e\u0637\u064a\u0637 \u0644\u0644\u062a\u0642\u0627\u0639\u062f\u060c \u0623\u0648 \u0647\u064a\u0643\u0644\u0629 \u0627\u0644\u0645\u064a\u0631\u0627\u062b\u060c \u0623\u0648 \u062a\u0639\u0627\u0642\u0628 \u0627\u0644\u0623\u0639\u0645\u0627\u0644\u060c \u0623\u0648 \u0627\u0644\u062a\u0639\u0627\u0645\u0644 \u0645\u0639 \u062a\u0642\u0644\u0628\u0627\u062a \u0627\u0644\u0633\u0648\u0642. \u0648\u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0646\u0641\u0633\u0647\u060c \u064a\u0641\u0636\u0644\u0648\u0646 \u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0646\u0641\u0633\u0647 \u0627\u0644\u0631\u0627\u062d\u0629 \u0627\u0644\u0631\u0642\u0645\u064a\u0629 \u0641\u064a \u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u064a\u0648\u0645\u064a\u0629 \u0645\u062b\u0644 \u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646 \u0627\u0644\u0623\u0631\u0635\u062f\u0629 \u0623\u0648 \u062a\u062d\u062f\u064a\u062b \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0627\u062a\u0635\u0627\u0644.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Omnichannel means consistent experiences across mobile apps, web portals, email, branches, contact center interactions, and relationship managers with no repeated data or broken handoffs. Customers feel frustrated when they must re explain information to separate departments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u062a\u0645\u0643\u064a\u0646 \u0627\u062e\u062a\u064a\u0627\u0631 \u0627\u0644\u0642\u0646\u0627\u0629 \u0645\u0646 \u062e\u0644\u0627\u0644 \u062a\u0635\u0645\u064a\u0645 \u0648\u0627\u0636\u062d:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u0646\u0648\u0639 \u0627\u0644\u0645\u0647\u0645\u0629<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0642\u0646\u0627\u0629 \u0627\u0644\u0645\u0641\u0636\u0644\u0629<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0645\u0633\u0627\u0631 \u0627\u0644\u062a\u0635\u0639\u064a\u062f<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0634\u064a\u0643\u0627\u062a \u0627\u0644\u0623\u0631\u0635\u062f\u0629 \u0648\u0627\u0644\u0643\u0634\u0648\u0641<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u062a\u0637\u0628\u064a\u0642 \u0627\u0644\u0647\u0627\u062a\u0641 \u0627\u0644\u0645\u062d\u0645\u0648\u0644\u060c \u0627\u0644\u0628\u0648\u0627\u0628\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0631\u0648\u0628\u0648\u062a \u0627\u0644\u0645\u062d\u0627\u062f\u062b\u0629 \u2192 \u0627\u0644\u062f\u0639\u0645 \u0639\u0628\u0631 \u0627\u0644\u0647\u0627\u062a\u0641<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u062a\u063a\u064a\u064a\u0631\u0627\u062a \u0627\u0644\u0639\u0646\u0648\u0627\u0646 \u0648\u0627\u0644\u062a\u062d\u0648\u064a\u0644\u0627\u062a \u0627\u0644\u0628\u0633\u064a\u0637\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0630\u0627\u062a\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0645\u0631\u0627\u0633\u0644\u0629 \u0627\u0644\u0622\u0645\u0646\u0629<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0645\u0631\u0627\u0633\u0644\u0629 \u0627\u0644\u0622\u0645\u0646\u0629\u060c \u0645\u0643\u0627\u0644\u0645\u0629 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0633\u062a\u0634\u0627\u0631\u0629 \u0628\u0627\u0644\u0641\u064a\u062f\u064a\u0648<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u062a\u062e\u0637\u064a\u0637 \u0627\u0644\u0645\u0639\u0642\u062f (\u0627\u0644\u062a\u0642\u0627\u0639\u062f\u060c \u0627\u0644\u062a\u0631\u0643\u0627\u062a)<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u062c\u062a\u0645\u0627\u0639 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631 (\u0634\u062e\u0635\u064a\u0627\u064b\/\u0628\u0627\u0644\u0641\u064a\u062f\u064a\u0648)<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0625\u062d\u0627\u0644\u0629 \u0627\u0644\u0641\u0631\u064a\u0642 \u0627\u0644\u0645\u062a\u062e\u0635\u0635<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0628 \u062a\u0633\u062c\u064a\u0644 \u062c\u0645\u064a\u0639 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0631\u0643\u0632\u064a\u0629. \u0639\u0646\u062f\u0645\u0627 \u064a\u062a\u062d\u062f\u062b \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631 \u0645\u0639 \u0623\u062d\u062f \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0641\u0625\u0646\u0647 \u064a\u0631\u0649 \u0627\u0644\u0635\u0648\u0631\u0629 \u0627\u0644\u0643\u0627\u0645\u0644\u0629: \u0646\u0634\u0627\u0637 \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0623\u062e\u064a\u0631\u060c \u0648\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0645\u0639\u0644\u0642\u0629\u060c \u0648\u0645\u0644\u0627\u062d\u0638\u0627\u062a \u0627\u0644\u0627\u062c\u062a\u0645\u0627\u0639 \u0627\u0644\u0623\u062e\u064a\u0631\u060c \u0648\u0627\u0644\u0645\u0642\u062a\u0646\u064a\u0627\u062a \u0627\u0644\u062d\u0627\u0644\u064a\u0629. \u0648\u0647\u0630\u0627 \u064a\u0632\u064a\u0644 \u0627\u0644\u0625\u062d\u0628\u0627\u0637 \u0627\u0644\u0646\u0627\u062a\u062c \u0639\u0646 \u0639\u0628\u0627\u0631\u0629 \u201c\u0644\u0642\u062f \u0623\u062e\u0628\u0631\u062a \u0632\u0645\u064a\u0644\u0643 \u0628\u0627\u0644\u0641\u0639\u0644\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0633\u0627\u0639\u062f \u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 InvestGlass\u060c \u0648\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0627\u0644\u0631\u0633\u0627\u0626\u0644 \u0627\u0644\u0622\u0645\u0646\u0629 \u0645\u062f\u064a\u0631\u064a \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0644\u0649 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u0633\u0644\u0633 \u0639\u0628\u0631 \u0627\u0644\u0642\u0646\u0648\u0627\u062a \u0645\u0639 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0633\u062c\u0644 \u0648\u0627\u062d\u062f \u0645\u062a\u0648\u0627\u0641\u0642 \u0645\u0639 \u0627\u0644\u0646\u0635\u064a\u062d\u0629. \u064a\u0639\u0645\u0644 \u0646\u0647\u062c \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0647\u0630\u0627 \u0639\u0644\u0649 \u0628\u0646\u0627\u0621 \u0645\u0634\u0627\u0631\u0643\u0629 \u0637\u0648\u064a\u0644\u0629 \u0627\u0644\u0623\u0645\u062f.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17.png\" alt=\"\u0643\u064a\u0641\u064a\u0629 \u062a\u062d\u0633\u064a\u0646 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062a\u0645\u0648\u064a\u0644\" class=\"wp-image-48994\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-designing-seamless-journeys-across-channels\">\u062a\u0635\u0645\u064a\u0645 \u0631\u062d\u0644\u0627\u062a \u0633\u0644\u0633\u0629 \u0639\u0628\u0631 \u0627\u0644\u0642\u0646\u0648\u0627\u062a \u0627\u0644\u0645\u062e\u062a\u0644\u0641\u0629<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0628 \u0623\u0646 \u064a\u0628\u062f\u0623 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0642\u0646\u0627\u0629 \u0648\u0627\u062d\u062f\u0629 \u0648\u064a\u0633\u062a\u0645\u0631\u0648\u0627 \u0641\u064a \u0642\u0646\u0627\u0629 \u0623\u062e\u0631\u0649 \u062f\u0648\u0646 \u0625\u0639\u0627\u062f\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644. \u064a\u062c\u0628 \u0623\u0646 \u064a\u0633\u062a\u0623\u0646\u0641 \u0637\u0644\u0628 \u0627\u0644\u0642\u0631\u0636 \u0627\u0644\u0630\u064a \u0628\u062f\u0623 \u0639\u0644\u0649 \u0627\u0644\u0647\u0627\u062a\u0641 \u0627\u0644\u0645\u062d\u0645\u0648\u0644 \u0628\u0633\u0644\u0627\u0633\u0629 \u0645\u0639 \u0645\u062f\u064a\u0631 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u0648\u0627\u0631\u062f \u0627\u0644\u0628\u0634\u0631\u064a\u0629 \u0641\u064a \u0645\u0643\u0627\u0644\u0645\u0629 \u0641\u064a\u062f\u064a\u0648\u060c \u0645\u0639 \u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u062c\u0645\u064a\u0639 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u0645 \u0625\u062f\u062e\u0627\u0644\u0647\u0627 \u0645\u0633\u0628\u0642\u0627\u064b.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0645\u062b\u0627\u0644 \u0639\u0644\u0649 \u0627\u0644\u0631\u062d\u0644\u0629:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u064a\u0628\u062f\u0623 \u0627\u0644\u0639\u0645\u064a\u0644 \u0641\u064a \u0627\u0644\u0625\u0639\u062f\u0627\u062f \u0639\u0644\u0649 \u0627\u0644\u0645\u0648\u0642\u0639 \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0641\u064a \u0627\u0644\u0633\u0627\u0639\u0629 10 \u0645\u0633\u0627\u0621\u064b<\/li>\n\n\n\n<li>\u062a\u062d\u0645\u064a\u0644 \u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a \u0639\u0628\u0631 \u062a\u0637\u0628\u064a\u0642 \u0627\u0644\u0647\u0627\u062a\u0641 \u0627\u0644\u0645\u062d\u0645\u0648\u0644 \u0641\u064a \u0635\u0628\u0627\u062d \u0627\u0644\u064a\u0648\u0645 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\u0631\u0633\u0627\u0644\u0629 \u062a\u0631\u062d\u064a\u0628 \u0645\u0639 \u0625\u0645\u0643\u0627\u0646\u064a\u0629 \u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0648\u062a\u0641\u0627\u0635\u064a\u0644 \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0628\u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0628 \u0639\u0644\u0649 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0645\u0648\u0627\u0621\u0645\u0629 \u0645\u0633\u062a\u0648\u064a\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0629 \u0648\u0627\u0644\u0631\u0633\u0627\u0626\u0644 \u0639\u0628\u0631 \u0627\u0644\u0642\u0646\u0648\u0627\u062a:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0627\u0644\u062a\u0633\u0639\u064a\u0631 \u0627\u0644\u0645\u062a\u0633\u0642 \u0648\u0627\u0644\u0625\u0641\u0635\u0627\u062d \u0639\u0646 \u0627\u0644\u0631\u0633\u0648\u0645<\/li>\n\n\n\n<li>\u0623\u0633\u0645\u0627\u0621 \u0627\u0644\u0645\u0646\u062a\u062c\u0627\u062a \u0627\u0644\u0645\u0648\u062d\u062f\u0629 \u0648\u0645\u0639\u0627\u064a\u064a\u0631 \u0627\u0644\u0623\u0647\u0644\u064a\u0629<\/li>\n\n\n\n<li>\u0627\u062a\u0635\u0627\u0644 \u0645\u0646\u0633\u0642 \u0628\u062d\u064a\u062b \u064a\u0639\u0631\u0636 \u0627\u0644\u0628\u0631\u064a\u062f \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0648\u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0646\u0641\u0633\u0647\u0627<\/li>\n\n\n\n<li>\u0627\u062a\u0641\u0627\u0642\u0627\u062a \u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0648\u0627\u0636\u062d\u0629: \u0627\u0644\u0631\u062f \u0639\u0644\u0649 \u0627\u0644\u0631\u0633\u0627\u0626\u0644 \u0627\u0644\u0622\u0645\u0646\u0629 \u0641\u064a \u063a\u0636\u0648\u0646 4 \u0633\u0627\u0639\u0627\u062a \u0639\u0645\u0644\u060c \u0648\u062d\u0644 \u0627\u0633\u062a\u0641\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u062d\u0641\u0638\u0629 \u0641\u064a \u063a\u0636\u0648\u0646 \u064a\u0648\u0645 \u0639\u0645\u0644 \u0648\u0627\u062d\u062f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u064f\u0639\u062f \u0627\u0644\u062a\u0645\u064a\u0632 \u0645\u062a\u0639\u062f\u062f \u0627\u0644\u0642\u0646\u0648\u0627\u062a \u0623\u0645\u0631\u064b\u0627 \u0628\u0627\u0644\u063a \u0627\u0644\u0623\u0647\u0645\u064a\u0629 \u062e\u0627\u0635\u0629\u064b \u0641\u064a \u0627\u0644\u0628\u064a\u0626\u0627\u062a \u0627\u0644\u0639\u0627\u0628\u0631\u0629 \u0644\u0644\u062d\u062f\u0648\u062f \u0648\u0645\u062a\u0639\u062f\u062f\u0629 \u0627\u0644\u0644\u063a\u0627\u062a \u0645\u062b\u0644 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0627\u0644\u062e\u0627\u0635\u0629 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629\u060c \u062d\u064a\u062b \u0642\u062f \u064a\u062a\u0646\u0642\u0644 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u064a\u0646 \u0627\u0644\u0625\u0646\u062c\u0644\u064a\u0632\u064a\u0629 \u0648\u0627\u0644\u0641\u0631\u0646\u0633\u064a\u0629 \u0648\u0627\u0644\u0623\u0644\u0645\u0627\u0646\u064a\u0629 \u0639\u0628\u0631 \u0627\u0644\u0642\u0646\u0648\u0627\u062a. \u062a\u062a\u0637\u0644\u0628 \u0627\u0644\u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0633\u0644\u0633\u0629 \u0623\u0646\u0638\u0645\u0629 \u062a\u062d\u0627\u0641\u0638 \u0639\u0644\u0649 \u0627\u0644\u0633\u064a\u0627\u0642 \u0628\u063a\u0636 \u0627\u0644\u0646\u0638\u0631 \u0639\u0646 \u0627\u0644\u0644\u063a\u0629 \u0623\u0648 \u0627\u0644\u0642\u0646\u0627\u0629.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ai-and-automation-to-scale-client-experience-safely\">\u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0648\u0627\u0644\u0623\u062a\u0645\u062a\u0629 \u0644\u062a\u0648\u0633\u064a\u0639 \u0646\u0637\u0627\u0642 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0623\u0645\u0627\u0646<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">From 2023 onwards, AI including generative AI has become a central tool for improving both client and advisor experience in finance. The technology enables institutions to deliver personalised service at scale without proportionally increasing costs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062a\u0639\u0627\u0645\u0644 \u0627\u0644\u0645\u0633\u0627\u0639\u062f\u0648\u0646 \u0627\u0644\u0627\u0641\u062a\u0631\u0627\u0636\u064a\u0648\u0646 \u0648\u0631\u0648\u0628\u0648\u062a\u0627\u062a \u0627\u0644\u062f\u0631\u062f\u0634\u0629 \u0627\u0644\u0622\u0644\u064a\u0629 \u0645\u0639 \u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0634\u0627\u0626\u0639\u0629 \u0628\u0641\u0639\u0627\u0644\u064a\u0629:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0627\u0644\u0627\u0633\u062a\u0639\u0644\u0627\u0645 \u0639\u0646 \u0627\u0644\u0631\u0635\u064a\u062f \u0648\u0633\u062c\u0644 \u0627\u0644\u0645\u0639\u0627\u0645\u0644\u0627\u062a<\/li>\n\n\n\n<li>\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a \u0648\u0625\u0635\u062f\u0627\u0631 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a<\/li>\n\n\n\n<li>\u0627\u0644\u0627\u0633\u062a\u0641\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0639\u0646 \u0627\u0644\u0645\u0646\u062a\u062c\u0627\u062a \u0648\u0641\u062d\u0648\u0635\u0627\u062a \u0627\u0644\u0623\u0647\u0644\u064a\u0629<\/li>\n\n\n\n<li>\u062c\u062f\u0648\u0644\u0629 \u0627\u0644\u0645\u0648\u0627\u0639\u064a\u062f \u0648\u062a\u0648\u062c\u064a\u0647 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0639\u0645\u0644 \u0647\u0630\u0647 \u0627\u0644\u062a\u0642\u0646\u064a\u0627\u062a \u0639\u0644\u0649 \u062a\u062d\u0631\u064a\u0631 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0628\u0634\u0631\u064a\u064a\u0646 \u0644\u0625\u062c\u0631\u0627\u0621 \u0645\u062d\u0627\u062f\u062b\u0627\u062a \u0630\u0627\u062a \u0642\u064a\u0645\u0629 \u0623\u0639\u0644\u0649 \u0645\u0639 \u062a\u0648\u0641\u064a\u0631 \u0627\u0633\u062a\u062c\u0627\u0628\u0627\u062a \u0641\u0648\u0631\u064a\u0629 \u062a\u062d\u0633\u0646 \u0645\u0646 \u0631\u0636\u0627 \u0627\u0644\u0639\u0645\u0644\u0627\u0621.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0634\u0641 \u0627\u0644\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0627\u0644\u062a\u0646\u0628\u0624\u064a\u0629 \u0639\u0646 \u0627\u0644\u0623\u062d\u062f\u0627\u062b \u0648\u0627\u0644\u0641\u0631\u0635 \u0627\u0644\u062d\u064a\u0627\u062a\u064a\u0629: \u0627\u0644\u062a\u062f\u0641\u0642\u0627\u062a \u0627\u0644\u0646\u0642\u062f\u064a\u0629 \u0627\u0644\u0643\u0628\u064a\u0631\u0629 \u0627\u0644\u062a\u064a \u062a\u0634\u064a\u0631 \u0625\u0644\u0649 \u062d\u062f\u062b \u0633\u064a\u0648\u0644\u0629 \u0623\u0648 \u0627\u0642\u062a\u0631\u0627\u0628 \u062a\u0648\u0627\u0631\u064a\u062e \u0627\u0644\u062a\u0642\u0627\u0639\u062f \u0644\u0641\u0626\u0629 2025-2030 \u0623\u0648 \u0627\u0644\u0623\u0646\u0645\u0627\u0637 \u0627\u0644\u062a\u064a \u062a\u0634\u064a\u0631 \u0625\u0644\u0649 \u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0632\u0628\u062f \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u0629. \u064a\u062a\u064a\u062d \u0630\u0644\u0643 \u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0634\u0643\u0644 \u0627\u0633\u062a\u0628\u0627\u0642\u064a \u0628\u062f\u0644\u0627\u064b \u0645\u0646 \u0631\u062f \u0627\u0644\u0641\u0639\u0644.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0639\u0645\u0644 \u0627\u0644\u0623\u062a\u0645\u062a\u0629 \u0639\u0644\u0649 \u062a\u062d\u0648\u064a\u0644 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u062e\u0644\u0641\u064a:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u062a\u0635\u0646\u064a\u0641 \u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a \u0648\u062a\u0648\u062c\u064a\u0647\u0647\u0627<\/li>\n\n\n\n<li>\u0633\u064a\u0631 \u0639\u0645\u0644 \u0645\u0631\u0627\u062c\u0639\u0629 \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643<\/li>\n\n\n\n<li>\u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646 \u0627\u0644\u0645\u0644\u0627\u0621\u0645\u0629<\/li>\n\n\n\n<li>\u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u0645\u062d\u0641\u0638\u0629 \u0627\u0644\u0645\u062c\u062f\u0648\u0644\u0629<\/li>\n\n\n\n<li>\u0627\u0644\u0643\u0634\u0641 \u0639\u0646 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u0644 \u0648\u062a\u0648\u0644\u064a\u062f \u0627\u0644\u062a\u0646\u0628\u064a\u0647\u0627\u062a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass uses AI driven tools within a controlled, Swiss hosted environment to assist with client communication drafts, opportunity scoring, and workflow prioritisation. Critically, this keeps sensitive data from being exported to unknown clouds a significant concern for institutions serving privacy conscious clients.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-maintaining-human-oversight-and-regulatory-compliance\">\u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0627\u0644\u0631\u0642\u0627\u0628\u0629 \u0627\u0644\u0628\u0634\u0631\u064a\u0629 \u0648\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062a\u0645\u0648\u064a\u0644 \u0627\u0644\u0645\u064f\u0646\u0638\u0645\u060c \u064a\u062c\u0628 \u0623\u0646 \u064a\u0639\u0645\u0644 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u062f\u0627\u0626\u0645\u064b\u0627 \u0628\u0625\u0634\u0631\u0627\u0641 \u0628\u0634\u0631\u064a \u0648\u0645\u0633\u0627\u0621\u0644\u0629 \u0648\u0627\u0636\u062d\u0629. \u062a\u062a\u0639\u0627\u0645\u0644 \u0627\u0644\u0623\u062a\u0645\u062a\u0629 \u0645\u0639 \u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0645\u062a\u0643\u0631\u0631\u0629\u060c \u0648\u0644\u0643\u0646 \u064a\u0638\u0644 \u0627\u062a\u062e\u0627\u0630 \u0627\u0644\u0642\u0631\u0627\u0631 \u0628\u0634\u0623\u0646 \u0627\u0644\u0645\u0634\u0648\u0631\u0629 \u0645\u0646 \u0627\u062e\u062a\u0635\u0627\u0635\u064a\u064a\u0646 \u0645\u0631\u062e\u0635\u064a\u0646.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0627\u0644\u0645\u0628\u0627\u062f\u0626 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0644\u062d\u0648\u0643\u0645\u0629 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062a\u0645\u0648\u064a\u0644:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0645\u0628\u062f\u0623<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u062a\u0646\u0641\u064a\u0630<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0645\u0631\u0627\u062c\u0639\u0629 \u0627\u0644\u0628\u0634\u0631\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0642\u062a\u0631\u0627\u062d\u0627\u062a \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0644\u0644\u0645\u0646\u062a\u062c\u0627\u062a \u0623\u0648 \u0627\u0644\u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0627\u0644\u062a\u064a \u064a\u0631\u0627\u062c\u0639\u0647\u0627 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u0648\u0646 \u0623\u0648 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0642\u0627\u0628\u0644\u064a\u0629 \u0627\u0644\u062a\u0641\u0633\u064a\u0631<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u062a\u0648\u062b\u064a\u0642 \u0648\u0627\u0636\u062d \u0644\u0633\u0628\u0628 \u062a\u0642\u062f\u064a\u0645 \u0646\u0645\u0627\u0630\u062c \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0644\u0644\u062a\u0648\u0635\u064a\u0627\u062a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u062a\u062f\u0642\u064a\u0642<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0633\u062c\u0644\u0627\u062a \u0643\u0627\u0645\u0644\u0629 \u0644\u0644\u0642\u0631\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u062f\u0639\u0648\u0645\u0629 \u0628\u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0644\u0644\u0645\u0631\u0627\u062c\u0639\u0629 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u062d\u0648\u0643\u0645\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u062a\u062f\u0631\u064a\u0628 \u0639\u0644\u0649 \u0645\u062c\u0645\u0648\u0639\u0627\u062a \u0628\u064a\u0627\u0646\u0627\u062a \u0645\u0639\u062a\u0645\u062f\u0629 \u0648\u0645\u062c\u0647\u0648\u0644\u0629 \u0627\u0644\u0645\u0635\u062f\u0631 \u0641\u0642\u0637<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u0642\u0636\u0627\u0626\u064a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u0636\u0627\u0641\u0629 \u0641\u064a \u0645\u0648\u0627\u0642\u0639 \u0645\u0646\u0627\u0633\u0628\u0629 (\u0633\u0648\u064a\u0633\u0631\u0627\u060c \u0641\u064a \u0627\u0644\u0645\u0642\u0631 \u0627\u0644\u0631\u0626\u064a\u0633\u064a)<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u0628\u0645\u0648\u062c\u0628 \u0642\u0627\u0646\u0648\u0646 MiFID II \u0648\u0627\u0644\u0623\u0637\u0631 \u0627\u0644\u0645\u0645\u0627\u062b\u0644\u0629\u060c \u064a\u062c\u0628 \u0623\u0646 \u062a\u0643\u0648\u0646 \u062a\u0648\u0635\u064a\u0627\u062a \u0627\u0644\u0645\u0646\u062a\u062c\u0627\u062a \u0645\u0646\u0627\u0633\u0628\u0629 \u0644\u0643\u0644 \u0639\u0645\u064a\u0644. \u064a\u0645\u0643\u0646 \u0644\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0627\u0644\u0645\u0633\u0627\u0639\u062f\u0629 \u0645\u0646 \u062e\u0644\u0627\u0644 \u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0641\u0631\u0635 \u0648\u0625\u0639\u062f\u0627\u062f \u0627\u0644\u0645\u0642\u062a\u0631\u062d\u0627\u062a\u060c \u0648\u0644\u0643\u0646 \u064a\u062c\u0628 \u0639\u0644\u0649 \u0627\u0644\u0628\u0634\u0631 \u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646 \u0635\u062d\u0629 \u0627\u0644\u062a\u0648\u0635\u064a\u0627\u062a \u0642\u0628\u0644 \u0627\u0644\u062a\u0633\u0644\u064a\u0645.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0632\u062f\u0627\u062f \u0623\u0647\u0645\u064a\u0629 \u0642\u0627\u0628\u0644\u064a\u0629 \u0627\u0644\u0634\u0631\u062d \u0645\u0639 \u0642\u064a\u0627\u0645 \u0627\u0644\u062c\u0647\u0627\u062a \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629 \u0628\u0627\u0644\u062a\u062f\u0642\u064a\u0642 \u0641\u064a \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a. \u064a\u062c\u0628 \u0639\u0644\u0649 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0623\u0646 \u062a\u0641\u0647\u0645 \u0633\u0628\u0628 \u062a\u0648\u0635\u064a\u0629 \u0627\u0644\u0646\u0645\u0648\u0630\u062c \u0628\u0645\u0646\u062a\u062c \u0645\u0639\u064a\u0646 \u0623\u0648 \u0627\u0644\u0625\u0634\u0627\u0631\u0629 \u0625\u0644\u0649 \u0645\u062e\u0627\u0637\u0631 \u0645\u0639\u064a\u0646\u0629\u060c \u062e\u0627\u0635\u0629\u064b \u0639\u0646\u062f \u0627\u0633\u062a\u062c\u0648\u0627\u0628 \u0627\u0644\u0645\u0634\u0631\u0641\u064a\u0646 \u0623\u0648 \u0627\u0644\u0639\u0645\u0644\u0627\u0621.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0645\u0643\u0646 \u0644 InvestGlass \u062f\u0645\u062c \u0646\u0645\u0627\u0630\u062c \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0645\u0639 \u0627\u062d\u062a\u0631\u0627\u0645 \u0627\u0644\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u0635\u0627\u0631\u0645\u0629 \u0644\u0633\u064a\u0627\u062f\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a. \u0648\u0647\u0630\u0627 \u064a\u0633\u0645\u062d \u0644\u0644\u0628\u0646\u0648\u0643 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0628\u0627\u0644\u0627\u0633\u062a\u0641\u0627\u062f\u0629 \u0645\u0646 \u0627\u0644\u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627 \u062f\u0648\u0646 \u0627\u0644\u0645\u0633\u0627\u0633 \u0628\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0623\u0648 \u062b\u0642\u0629 \u0627\u0644\u0639\u0645\u064a\u0644.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-monitoring-and-continuously-improving-client-experience\">\u0642\u064a\u0627\u0633 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0648\u0645\u0631\u0627\u0642\u0628\u062a\u0647\u0627 \u0648\u062a\u062d\u0633\u064a\u0646\u0647\u0627 \u0628\u0627\u0633\u062a\u0645\u0631\u0627\u0631<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0628 \u0642\u064a\u0627\u0633 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0645\u062b\u0644 \u0623\u064a \u0645\u0628\u0627\u062f\u0631\u0629 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0623\u062e\u0631\u0649. \u0641\u0628\u062f\u0648\u0646 \u0645\u0624\u0634\u0631\u0627\u062a \u0623\u062f\u0627\u0621 \u0631\u0626\u064a\u0633\u064a\u0629 \u0648\u0627\u0636\u062d\u0629 \u0648\u062d\u0644\u0642\u0627\u062a \u062a\u063a\u0630\u064a\u0629 \u0631\u0627\u062c\u0639\u0629 \u0648\u0627\u0636\u062d\u0629\u060c \u0633\u062a\u0638\u0644 \u0627\u0644\u062a\u062d\u0633\u064a\u0646\u0627\u062a \u0633\u0631\u062f\u064a\u0629 \u0648\u0644\u064a\u0633\u062a \u0645\u0646\u0647\u062c\u064a\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0645\u0642\u0627\u064a\u064a\u0633 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0648\u0635\u0649 \u0628\u0647\u0627 \u0644\u0644\u062a\u0645\u0648\u064a\u0644:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u0645\u062a\u0631\u064a<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0648\u0635\u0641<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0647\u062f\u0641<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>NPS \u062d\u0633\u0628 \u0627\u0644\u0642\u0637\u0627\u0639<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u062d\u062a\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062a\u0648\u0635\u064a\u0629\u060c \u0645\u0642\u0633\u0645\u0629 \u062d\u0633\u0628 \u0646\u0648\u0639 \u0627\u0644\u0639\u0645\u064a\u0644<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&gt; 40 \u0641\u064a \u062d\u0627\u0644\u0629 \u0627\u0644\u0623\u062b\u0631\u064a\u0627\u0621\u060c \u0648&gt; 30 \u0641\u064a \u062d\u0627\u0644\u0629 \u0627\u0644\u0623\u0641\u0631\u0627\u062f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u062a\u0641\u0627\u0639\u0644 \u0645\u0627 \u0628\u0639\u062f \u0627\u0644\u062a\u0641\u0627\u0639\u0644 \u0645\u0639 CSAT<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0631\u0636\u0627 \u0628\u0639\u062f \u0627\u0644\u0644\u062d\u0638\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 (\u0627\u0644\u0625\u0639\u062f\u0627\u062f\u060c \u0627\u0644\u0627\u062c\u062a\u0645\u0627\u0639\u0627\u062a)<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&gt;4.0\/5.0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0646\u0642\u0627\u0637 \u062c\u0647\u062f \u0627\u0644\u0639\u0645\u064a\u0644<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0633\u0647\u0648\u0644\u0629 \u0625\u062a\u0645\u0627\u0645 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062d\u0631\u062c\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&lt;2.0\/5.0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0642\u0631\u0627\u0631 \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0627\u0644\u0623\u0648\u0644<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u062d\u0644 \u0627\u0644\u0645\u0634\u0643\u0644\u0627\u062a \u062f\u0648\u0646 \u062a\u0635\u0639\u064a\u062f\u0647\u0627<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&gt;70%<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u062a\u0648\u0641\u0631 \u0627\u0644\u0645\u0642\u0627\u064a\u064a\u0633 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629 \u0631\u0624\u0649 \u0625\u0636\u0627\u0641\u064a\u0629 \u0642\u064a\u0651\u0645\u0629:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0632\u0645\u0646 \u062f\u0648\u0631\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 (\u0627\u0644\u0647\u062f\u0641: \u0623\u0642\u0644 \u0645\u0646 24 \u0633\u0627\u0639\u0629 \u0644\u0644\u0631\u0642\u0645\u064a\u0629 \u0648\u0623\u0642\u0644 \u0645\u0646 5 \u0623\u064a\u0627\u0645 \u0644\u0644\u0645\u0631\u0643\u0628\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629)<\/li>\n\n\n\n<li>\u0627\u0644\u0646\u0633\u0628\u0629 \u0627\u0644\u0645\u0626\u0648\u064a\u0629 \u0644\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0631\u0642\u0645\u064a\u0629 \u0645\u0642\u0627\u0628\u0644 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0648\u0631\u0642\u064a\u0629 (\u0627\u0644\u0647\u062f\u0641: &gt;80% \u0631\u0642\u0645\u064a)<\/li>\n\n\n\n<li>\u0627\u0639\u062a\u0645\u0627\u062f \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0648\u062a\u0643\u0631\u0627\u0631 \u062a\u0633\u062c\u064a\u0644 \u0627\u0644\u062f\u062e\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u0628\u0648\u0627\u0628\u0629<\/li>\n\n\n\n<li>\u0623\u0648\u0642\u0627\u062a \u0627\u0644\u0631\u062f \u0639\u0644\u0649 \u0627\u0633\u062a\u0641\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/li>\n\n\n\n<li>\u0645\u0639\u062f\u0644\u0627\u062a \u0627\u0644\u0634\u0643\u0627\u0648\u0649 \u062d\u0633\u0628 \u062e\u0637 \u0627\u0644\u0625\u0646\u062a\u0627\u062c \u0648\u0627\u0644\u0642\u0646\u0627\u0629<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0628 \u0623\u0646 \u064a\u062a\u0645 \u062c\u0645\u0639 \u0645\u0644\u0627\u062d\u0638\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0634\u0643\u0644 \u0645\u0646\u0647\u062c\u064a:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0641\u064a \u0627\u0633\u062a\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0628\u0639\u062f \u0627\u0644\u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629<\/li>\n\n\n\n<li>\u0627\u0633\u062a\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0628\u0631\u064a\u062f \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0644\u0645\u0627 \u0628\u0639\u062f \u0627\u0644\u0627\u062c\u062a\u0645\u0627\u0639<\/li>\n\n\n\n<li>\u0645\u0631\u0627\u062c\u0639\u0627\u062a \u062f\u0648\u0631\u064a\u0629 \u0644\u0644\u0639\u0644\u0627\u0642\u0629 \u0645\u0639 \u0623\u0633\u0626\u0644\u0629 \u0645\u0641\u062a\u0648\u062d\u0629<\/li>\n\n\n\n<li>\u062a\u062d\u0644\u064a\u0644 \u0628\u0637\u0627\u0642\u0627\u062a \u0627\u0644\u062f\u0639\u0645 \u0648\u0623\u0646\u0645\u0627\u0637 \u0627\u0644\u0634\u0643\u0627\u0648\u0649<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0639\u0645\u0644 \u0644\u0648\u062d\u0627\u062a \u0645\u0639\u0644\u0648\u0645\u0627\u062a InvestGlass \u0639\u0644\u0649 \u062f\u0645\u062c \u0628\u064a\u0627\u0646\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0645\u062d\u0641\u0638\u0629 \u0648\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0629 \u0644\u0625\u0638\u0647\u0627\u0631 \u0627\u0644\u0634\u0631\u0627\u0626\u062d \u0648\u0627\u0644\u0631\u062d\u0644\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u0642\u062f\u0645 \u0623\u0641\u0636\u0644 \u0627\u0644\u062a\u062c\u0627\u0631\u0628 \u0623\u0648 \u0623\u0633\u0648\u0623\u0647\u0627. \u062a\u0633\u0627\u0639\u062f \u0647\u0630\u0647 \u0627\u0644\u0642\u062f\u0631\u0629 \u0639\u0644\u0649 \u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0641\u064a \u062a\u062d\u062f\u064a\u062f \u0623\u0645\u0627\u0643\u0646 \u062a\u0631\u0643\u064a\u0632 \u062c\u0647\u0648\u062f \u0627\u0644\u062a\u062d\u0633\u064a\u0646 \u0644\u062a\u062d\u0642\u064a\u0642 \u0623\u0642\u0635\u0649 \u062a\u0623\u062b\u064a\u0631 \u0645\u0645\u0643\u0646.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-a-client-centric-culture-and-governance\">\u0628\u0646\u0627\u0621 \u062b\u0642\u0627\u0641\u0629 \u0648\u062d\u0648\u0643\u0645\u0629 \u062a\u062a\u0645\u062d\u0648\u0631 \u062d\u0648\u0644 \u0627\u0644\u0639\u0645\u064a\u0644<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u062a\u064a\u062d \u0627\u0644\u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627 \u062a\u062c\u0631\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 \u0631\u0627\u0626\u0639\u0629\u060c \u0648\u0644\u0643\u0646 \u0627\u0644\u062b\u0642\u0627\u0641\u0629 \u062a\u062f\u0639\u0645\u0647\u0627. \u064a\u062c\u0628 \u0623\u0646 \u064a\u062a\u0634\u0627\u0631\u0643 \u0627\u0644\u0645\u0648\u0638\u0641\u0648\u0646 \u0648\u0627\u0644\u0642\u064a\u0627\u062f\u0629 \u0639\u0642\u0644\u064a\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0623\u0648\u0644\u0627\u064b \u0644\u0643\u064a \u062a\u062a\u0631\u0633\u062e \u0627\u0644\u062a\u062d\u0633\u064a\u0646\u0627\u062a.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0625\u0646\u0634\u0627\u0621 \u0647\u064a\u0627\u0643\u0644 \u0627\u0644\u062d\u0648\u0643\u0645\u0629:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0634\u0643\u064a\u0644 \u0644\u062c\u0646\u0629 \u0645\u062a\u0639\u062f\u062f\u0629 \u0627\u0644\u0648\u0638\u0627\u0626\u0641 \u0644\u062a\u062c\u0627\u0631\u0628 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0623\u0645\u0627\u0645\u064a (\u0645\u062f\u064a\u0631\u0648 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a\u060c \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u0648\u0646)<\/li>\n\n\n\n<li>\u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a (\u0641\u0631\u0642 \u0627\u0644\u062a\u0623\u0647\u064a\u0644\u060c \u0648\u0641\u0631\u0642 \u0627\u0644\u062e\u062f\u0645\u0629)<\/li>\n\n\n\n<li>\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0648\u0627\u0644\u0645\u062e\u0627\u0637\u0631<\/li>\n\n\n\n<li>\u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0648\u0627\u0644\u0631\u0642\u0645\u064a\u0629<\/li>\n\n\n\n<li>\u0627\u0644\u062a\u0633\u0648\u064a\u0642 \u0648\u0627\u0644\u0627\u062a\u0635\u0627\u0644\u0627\u062a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0628 \u0623\u0646 \u062a\u062a\u0641\u0642 \u0647\u0630\u0647 \u0627\u0644\u0644\u062c\u0646\u0629 \u0639\u0644\u0649 \u0627\u0644\u0623\u0648\u0644\u0648\u064a\u0627\u062a\u060c \u0648\u0645\u0631\u0627\u062c\u0639\u0629 \u0623\u062f\u0627\u0621 \u0627\u0644\u0631\u062d\u0644\u0629 \u0643\u0644 \u062b\u0644\u0627\u062b\u0629 \u0623\u0634\u0647\u0631\u060c \u0648\u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0645\u0648\u0627\u0631\u062f \u0644\u0644\u062a\u062d\u0633\u064a\u0646\u0627\u062a \u0630\u0627\u062a \u0627\u0644\u062a\u0623\u062b\u064a\u0631 \u0627\u0644\u0643\u0628\u064a\u0631.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0645\u0648\u0627\u0621\u0645\u0629 \u0627\u0644\u062d\u0648\u0627\u0641\u0632 \u0645\u0639 \u0646\u062a\u0627\u0626\u062c \u0627\u0644\u062e\u0628\u0631\u0629:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0642\u0645 \u0628\u062a\u0636\u0645\u064a\u0646 \u0645\u0624\u0634\u0631\u0627\u062a \u0627\u0644\u0631\u0636\u0627 \u0648\u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0625\u0644\u0649 \u062c\u0627\u0646\u0628 \u0623\u0647\u062f\u0627\u0641 \u0627\u0644\u0623\u0635\u0648\u0644 \u0627\u0644\u0645\u064f\u062f\u0627\u0631\u0629 \u0648\u0627\u0644\u0625\u064a\u0631\u0627\u062f\u0627\u062a<\/li>\n\n\n\n<li>\u062a\u0643\u0631\u064a\u0645 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0630\u064a\u0646 \u064a\u062a\u0644\u0642\u0648\u0646 \u062a\u0639\u0644\u064a\u0642\u0627\u062a \u0625\u064a\u062c\u0627\u0628\u064a\u0629 \u0645\u0646 \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/li>\n\n\n\n<li>\u0645\u0634\u0627\u0631\u0643\u0629 \u0645\u0642\u0627\u064a\u064a\u0633 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0634\u0641\u0627\u0641\u064a\u0629 \u0628\u064a\u0646 \u0627\u0644\u0641\u0631\u0642<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0627\u0633\u062a\u062b\u0645\u0631 \u0641\u064a \u0627\u0644\u062a\u062f\u0631\u064a\u0628:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0625\u062a\u0642\u0627\u0646 \u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0631\u0642\u0645\u064a\u0629 \u0644\u062c\u0645\u064a\u0639 \u0627\u0644\u0645\u0648\u0638\u0641\u064a\u0646 \u0627\u0644\u0630\u064a\u0646 \u064a\u0648\u0627\u062c\u0647\u0648\u0646 \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/li>\n\n\n\n<li>\u062d\u0645\u0627\u064a\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644<\/li>\n\n\n\n<li>\u062a\u0642\u0646\u064a\u0627\u062a \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u0648\u062c\u062f\u0627\u0646\u064a<\/li>\n\n\n\n<li>\u0627\u0644\u062a\u0639\u0644\u0645 \u0627\u0644\u0642\u0627\u0626\u0645 \u0639\u0644\u0649 \u0627\u0644\u0633\u064a\u0646\u0627\u0631\u064a\u0648 (\u0627\u0646\u0643\u0645\u0627\u0634 \u0627\u0644\u0633\u0648\u0642\u060c \u062a\u063a\u064a\u0631\u0627\u062a \u0627\u0644\u0623\u0633\u0639\u0627\u0631\u060c \u0627\u0644\u062a\u062d\u0648\u0644\u0627\u062a \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0625\u0646\u0634\u0627\u0621 \u062f\u0648\u0631\u0629 \u062a\u062d\u0633\u064a\u0646 \u0645\u0633\u062a\u0645\u0631\u0629: \u0627\u062e\u062a\u0628\u0627\u0631 \u0627\u0644\u062a\u062d\u0633\u064a\u0646\u0627\u062a \u0627\u0644\u0635\u063a\u064a\u0631\u0629 \u0641\u064a \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0642\u064a\u0627\u0633 \u0627\u0644\u0646\u062a\u0627\u0626\u062c\u060c \u0648\u062a\u0648\u0633\u064a\u0639 \u0646\u0637\u0627\u0642 \u0645\u0627 \u064a\u0646\u062c\u062d \u0641\u064a \u0627\u0644\u0645\u0646\u0627\u0637\u0642 \u0648\u0648\u062d\u062f\u0627\u062a \u0627\u0644\u0623\u0639\u0645\u0627\u0644. \u062a\u062c\u0645\u0639 \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0644\u0635\u062d\u064a\u062d\u0629 \u0628\u064a\u0646 \u0627\u0644\u0637\u0645\u0648\u062d \u0648\u0627\u0644\u0648\u0627\u0642\u0639\u064a\u0629.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-benchmark-customer-service-standards\">\u062a\u0637\u0628\u064a\u0642 \u0645\u0639\u0627\u064a\u064a\u0631 \u062e\u062f\u0645\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0639\u064a\u0627\u0631\u064a\u0629<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0641\u064a \u0642\u0637\u0627\u0639 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u064a\u0648\u0645\u060c \u064a\u0639\u062f \u062a\u0637\u0628\u064a\u0642 \u0645\u0639\u0627\u064a\u064a\u0631 \u062e\u062f\u0645\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0642\u064a\u0627\u0633\u064a\u0629 \u0623\u0645\u0631\u064b\u0627 \u0636\u0631\u0648\u0631\u064a\u064b\u0627 \u0644\u062a\u0644\u0628\u064a\u0629 \u062a\u0648\u0642\u0639\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0632\u0627\u064a\u062f\u0629 \u0648\u0627\u0644\u062a\u0645\u064a\u0632 \u0641\u064a \u0633\u0648\u0642 \u0645\u0632\u062f\u062d\u0645. \u0646\u0638\u0631\u064b\u0627 \u0644\u0623\u0646 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0623\u0635\u0628\u062d\u062a \u0627\u0644\u0639\u0627\u0645\u0644 \u0627\u0644\u0631\u0626\u064a\u0633\u064a \u0627\u0644\u0630\u064a \u064a\u0645\u064a\u0632 \u0634\u0631\u0643\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0641\u0625\u0646 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0631\u0627\u0626\u062f\u0629 \u062a\u0639\u064a\u062f \u0627\u0644\u062a\u0641\u0643\u064a\u0631 \u0641\u064a \u0643\u0644 \u062c\u0627\u0646\u0628 \u0645\u0646 \u062c\u0648\u0627\u0646\u0628 \u0631\u062d\u0644\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0644\u062a\u0642\u062f\u064a\u0645 \u062a\u062c\u0627\u0631\u0628 \u0633\u0644\u0633\u0629 \u0648\u0645\u062e\u0635\u0635\u0629 \u0648\u0622\u0645\u0646\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The first step in setting benchmark standards is understanding what clients truly value. Financial services providers must collect and analyze customer data from every touchpoint whether it\u2019s customer feedback, customer effort score, or customer satisfaction surveys. By leveraging advanced analytics, institutions can pinpoint where the customer journey excels and where it falls short, allowing them to tailor their service strategy to evolving client needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0648\u062a\u0633\u062a\u062e\u062f\u0645 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0631\u0627\u0626\u062f\u0629 \u0647\u0630\u0647 \u0627\u0644\u0631\u0624\u0649 \u0644\u062a\u0642\u062f\u064a\u0645 \u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0627\u0644\u0645\u0646\u0627\u0633\u0628 \u0648\u0631\u0624\u0649 \u0645\u062e\u0635\u0635\u0629 \u062a\u0633\u0627\u0639\u062f \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0644\u0649 \u0627\u062a\u062e\u0627\u0630 \u0642\u0631\u0627\u0631\u0627\u062a \u0645\u0633\u062a\u0646\u064a\u0631\u0629 \u0628\u0634\u0623\u0646 \u0645\u0646\u062a\u062c\u0627\u062a\u0647\u0645 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id=\"h-faq\">\u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0634\u0627\u0626\u0639\u0629<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-can-a-mid-sized-private-bank-start-improving-client-experience-without-replacing-all-legacy-systems\">\u0643\u064a\u0641 \u064a\u0645\u0643\u0646 \u0644\u0628\u0646\u0643 \u062e\u0627\u0635 \u0645\u062a\u0648\u0633\u0637 \u0627\u0644\u062d\u062c\u0645 \u0627\u0644\u0628\u062f\u0621 \u0641\u064a \u062a\u062d\u0633\u064a\u0646 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u062f\u0648\u0646 \u0627\u0633\u062a\u0628\u062f\u0627\u0644 \u062c\u0645\u064a\u0639 \u0627\u0644\u0623\u0646\u0638\u0645\u0629 \u0627\u0644\u0642\u062f\u064a\u0645\u0629\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0644\u0627 \u062a\u062d\u062a\u0627\u062c \u0627\u0644\u0628\u0646\u0648\u0643 \u0625\u0644\u0649 \u062a\u062d\u0648\u0644 \u201c\u0643\u0628\u064a\u0631\u201d \u0644\u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u062a\u0639\u0627\u0648\u0646 \u0628\u064a\u0646 \u0627\u0644\u0623\u0646\u0638\u0645\u0629 \u0648\u062a\u0642\u062f\u064a\u0645 \u062a\u062c\u0627\u0631\u0628 \u0623\u0641\u0636\u0644. \u064a\u0645\u0643\u0646 \u0644\u0644\u0645\u0646\u0635\u0627\u062a \u0627\u0644\u062d\u062f\u064a\u062b\u0629\u060c \u0645\u062b\u0644 InvestGlass\u060c \u0623\u0646 \u062a\u0643\u0648\u0646 \u0637\u0628\u0642\u0629 \u0641\u0648\u0642 \u0627\u0644\u0623\u0646\u0638\u0645\u0629 \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0627\u0644\u062d\u0627\u0644\u064a\u0629\u060c \u0648\u062a\u062a\u0635\u0644 \u0639\u0628\u0631 \u0648\u0627\u062c\u0647\u0627\u062a \u0628\u0631\u0645\u062c\u0629 \u0627\u0644\u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0623\u0648 \u062a\u0628\u0627\u062f\u0644 \u0627\u0644\u0645\u0644\u0641\u0627\u062a \u0627\u0644\u0622\u0645\u0646.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start with one or two high impact journeys digital onboarding for new investment accounts, or annual review workflows and integrate them with existing systems. Phased rollouts over 6\u201312 month cycles reduce risk and allow the bank to test and refine before expanding. This approach delivers quick wins while building momentum for broader change.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-specific-role-does-investglass-play-in-enhancing-client-experience-for-wealth-managers\">\u0645\u0627 \u0627\u0644\u062f\u0648\u0631 \u0627\u0644\u0645\u062d\u062f\u062f \u0627\u0644\u0630\u064a \u062a\u0644\u0639\u0628\u0647 InvestGlass \u0641\u064a \u062a\u062d\u0633\u064a\u0646 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0644\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u064f\u0639\u062f InvestGlass \u0628\u0645\u062b\u0627\u0628\u0629 \u0645\u0646\u0635\u0629 \u0645\u0631\u0643\u0632\u064a\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a\u060c \u0648\u0627\u0644\u062a\u0623\u0647\u064a\u0644\u060c \u0648\"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\"\u060c \u0648\u0639\u0631\u0648\u0636 \u0627\u0644\u0645\u062d\u0641\u0638\u0629\u060c \u0648\u0628\u0648\u0627\u0628\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062d\u0645\u0644\u0627\u062a \u0627\u0644\u062a\u0633\u0648\u064a\u0642\u060c \u0648\u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644 \u0628\u0645\u0633\u0627\u0639\u062f\u0629 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a. \u0648\u0628\u062f\u0644\u0627\u064b \u0645\u0646 \u0627\u0644\u062a\u0646\u0642\u0644 \u0628\u064a\u0646 \u0623\u062f\u0648\u0627\u062a \u0645\u0646\u0641\u0635\u0644\u0629 \u0645\u0646 \u0628\u0627\u0626\u0639\u064a\u0646 \u0645\u062a\u0639\u062f\u062f\u064a\u0646\u060c \u064a\u0639\u0645\u0644 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u0648\u0646 \u0641\u064a \u0628\u064a\u0626\u0629 \u0648\u0627\u062d\u062f\u0629 \u0645\u062a\u0643\u0627\u0645\u0644\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Swiss data sovereignty and on premise hosting options reassure HNW and institutional clients about confidentiality and compliance. By keeping all client data and interactions in one place, advisors deliver faster, more personalised service and the institution maintains complete audit trails for regulatory purposes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-financial-institutions-maintain-a-human-touch-when-so-much-is-automated\">\u0643\u064a\u0641 \u062a\u062d\u0627\u0641\u0638 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0639\u0644\u0649 \u0627\u0644\u0644\u0645\u0633\u0629 \u0627\u0644\u0625\u0646\u0633\u0627\u0646\u064a\u0629 \u0641\u064a \u0627\u0644\u0648\u0642\u062a \u0627\u0644\u0630\u064a \u064a\u062a\u0645 \u0641\u064a\u0647 \u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u0643\u062b\u064a\u0631 \u0645\u0646 \u0627\u0644\u0623\u0645\u0648\u0631\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0628 \u0623\u0646 \u062a\u062a\u0639\u0627\u0645\u0644 \u0627\u0644\u0623\u062a\u0645\u062a\u0629 \u0645\u0639 \u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0645\u062a\u0643\u0631\u0631\u0629 \u0645\u0646\u062e\u0641\u0636\u0629 \u0627\u0644\u0642\u064a\u0645\u0629: \u0625\u062f\u062e\u0627\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0648\u062a\u0648\u062c\u064a\u0647 \u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a\u060c \u0648\u0627\u0644\u0625\u0634\u0639\u0627\u0631\u0627\u062a \u0627\u0644\u0642\u064a\u0627\u0633\u064a\u0629\u060c \u0648\u0627\u0644\u0627\u0633\u062a\u0641\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629. \u0647\u0630\u0627 \u064a\u062d\u0631\u0631 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0644\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0627\u0644\u0645\u062d\u0627\u062f\u062b\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0648\u0627\u0644\u0639\u0627\u0637\u0641\u064a\u0629 \u0648\u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u062d\u064a\u062b \u062a\u0643\u0648\u0646 \u0627\u0644\u0644\u0645\u0633\u0629 \u0627\u0644\u0625\u0646\u0633\u0627\u0646\u064a\u0629 \u0623\u0643\u062b\u0631 \u0623\u0647\u0645\u064a\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Design clear \u201chuman moments\u201d into every journey: scheduled annual strategy calls, proactive check ins after market volatility, or life event reviews. Give clients easy options to escalate from chatbots or portals to real people via secure messaging, phone, or video with full context from the CRM so they never need to repeat themselves.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-main-data-privacy-concerns-when-using-ai-and-analytics-in-finance\">\u0645\u0627 \u0647\u064a \u0627\u0644\u0645\u062e\u0627\u0648\u0641 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u0645\u062a\u0639\u0644\u0642\u0629 \u0628\u062e\u0635\u0648\u0635\u064a\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0639\u0646\u062f \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0648\u0627\u0644\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062a\u0645\u0648\u064a\u0644\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0634\u0645\u0644 \u0627\u0644\u0645\u062e\u0627\u0648\u0641 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u0645\u0634\u0627\u0631\u0643\u0629 \u063a\u064a\u0631 \u0627\u0644\u0645\u0635\u0631\u062d \u0628\u0647\u0627 \u0644\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0645\u0639 \u0623\u0637\u0631\u0627\u0641 \u062b\u0627\u0644\u062b\u0629\u060c \u0648\u0645\u0639\u0627\u0644\u062c\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u062e\u0627\u0631\u062c \u0627\u0644\u0648\u0644\u0627\u064a\u0627\u062a \u0627\u0644\u0642\u0636\u0627\u0626\u064a\u0629 \u0627\u0644\u0645\u0639\u062a\u0645\u062f\u0629\u060c \u0648\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0634\u062e\u0635\u064a\u0629 \u0644\u0623\u063a\u0631\u0627\u0636 \u0644\u0645 \u064a\u062a\u0645 \u0627\u0644\u0625\u0641\u0635\u0627\u062d \u0639\u0646\u0647\u0627 \u0628\u0648\u0636\u0648\u062d \u0644\u0644\u0639\u0645\u0644\u0627\u0621. \u062a\u062a\u0636\u062e\u0645 \u0647\u0630\u0647 \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0639\u0646\u062f \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0627\u0644\u0645\u0633\u062a\u0647\u0644\u0643\u064a\u0646 \u0627\u0644\u062a\u064a \u0642\u062f \u062a\u0633\u0631\u0628 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0625\u0644\u0649 \u0627\u0644\u0633\u062d\u0627\u0628\u0629 \u0627\u0644\u0639\u0627\u0645\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0627\u0644\u062a\u062e\u0641\u064a\u0641 \u0645\u0646 \u0647\u0630\u0647 \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0633\u062a\u0636\u0627\u0641\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u062d\u0633\u0627\u0633\u0629 \u0641\u064a \u0645\u0648\u0627\u0642\u0639 \u0645\u062a\u0648\u0627\u0641\u0642\u0629 \u0645\u062b\u0644 \u0645\u0631\u0627\u0643\u0632 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629\u060c \u0648\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0627\u0644\u0645\u0635\u0645\u0645\u0629 \u0644\u0644\u0642\u0637\u0627\u0639\u0627\u062a \u0627\u0644\u062e\u0627\u0636\u0639\u0629 \u0644\u0644\u0648\u0627\u0626\u062d \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629\u060c \u0648\u0625\u0634\u0631\u0627\u0643 \u0627\u0644\u0641\u0631\u0642 \u0627\u0644\u0642\u0627\u0646\u0648\u0646\u064a\u0629 \u0648\u0641\u0631\u0642 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0641\u064a \u0648\u0642\u062a \u0645\u0628\u0643\u0631 \u0639\u0646\u062f \u062a\u0635\u0645\u064a\u0645 \u062d\u0627\u0644\u0627\u062a \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a. \u062a\u0648\u062b\u064a\u0642 \u0627\u0644\u0623\u0633\u0633 \u0627\u0644\u0642\u0627\u0646\u0648\u0646\u064a\u0629 \u0648\u0627\u0644\u0645\u0648\u0627\u0641\u0642\u0629 \u0639\u0644\u0649 \u062c\u0645\u064a\u0639 \u0623\u0646\u0634\u0637\u0629 \u0627\u0644\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0648\u0627\u0644\u062a\u062e\u0635\u064a\u0635\u060c \u0648\u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u0634\u0641\u0627\u0641 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u062d\u0648\u0644 \u0643\u064a\u0641\u064a\u0629 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0628\u064a\u0627\u0646\u0627\u062a\u0647\u0645.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-clients-see-results-from-cx-improvements-in-financial-services\">\u0645\u0627 \u0645\u062f\u0649 \u0633\u0631\u0639\u0629 \u0631\u0624\u064a\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0646\u062a\u0627\u0626\u062c \u062a\u062d\u0633\u064a\u0646\u0627\u062a \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0638\u0647\u0631 \u0628\u0639\u0636 \u0627\u0644\u0645\u0643\u0627\u0633\u0628 \u0628\u0633\u0631\u0639\u0629. \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u062a\u062d\u0642\u0642 \u062a\u0642\u0644\u064a\u0644 \u0648\u0642\u062a \u0627\u0644\u062a\u0623\u0647\u064a\u0644\u060c \u0648\u062a\u0642\u0644\u064a\u0644 \u0627\u0644\u0634\u0643\u0627\u0648\u0649\u060c \u0648\u062a\u062d\u0633\u064a\u0646 \u0645\u0642\u0627\u064a\u064a\u0633 \u0627\u0644\u062f\u0639\u0645 \u0628\u0639\u062f \u0627\u0644\u0634\u0631\u0627\u0621 \u0641\u064a \u063a\u0636\u0648\u0646 3-6 \u0623\u0634\u0647\u0631 \u0645\u0646 \u0631\u0642\u0645\u0646\u0629 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629. \u0639\u0627\u062f\u0629\u064b \u0645\u0627 \u064a\u0632\u062f\u0627\u062f \u0627\u0639\u062a\u0645\u0627\u062f \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a\u0629 \u0648\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0630\u0627\u062a\u064a\u0629 \u062e\u0644\u0627\u0644 \u0627\u0644\u0631\u0628\u0639 \u0627\u0644\u0623\u0648\u0644 \u0645\u0646 \u0627\u0644\u0625\u0637\u0644\u0627\u0642.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0639\u0627\u062f\u0629\u064b \u0645\u0627 \u062a\u0638\u0647\u0631 \u0627\u0644\u0622\u062b\u0627\u0631 \u0627\u0644\u0623\u0639\u0645\u0642 \u0639\u0644\u0649 \u0648\u0644\u0627\u0621 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0646\u062c\u0627\u062d \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0628\u064a\u0639 \u0627\u0644\u0645\u062a\u0628\u0627\u062f\u0644 \u0648\u0646\u0645\u0648 \u0627\u0644\u0623\u0635\u0648\u0644 \u0627\u0644\u0645\u064f\u062f\u0627\u0631\u0629 \u0639\u0644\u0649 \u0645\u062f\u0627\u0631 12-24 \u0634\u0647\u0631\u064b\u0627 \u0645\u0639 \u0646\u0636\u0648\u062c \u0627\u0644\u0631\u062d\u0644\u0627\u062a \u0627\u0644\u062c\u062f\u064a\u062f\u0629 \u0648\u062a\u0631\u0633\u062e \u0627\u0644\u062a\u063a\u064a\u064a\u0631\u0627\u062a \u0627\u0644\u062b\u0642\u0627\u0641\u064a\u0629. \u0636\u0639 \u0645\u0639\u0627\u0644\u0645 \u0648\u0627\u0642\u0639\u064a\u0629 \u0648\u062a\u0648\u0627\u0635\u0644 \u0645\u0639 \u0627\u0644\u0645\u0643\u0627\u0633\u0628 \u0627\u0644\u0645\u0628\u0643\u0631\u0629 \u062f\u0627\u062e\u0644\u064a\u0627\u064b \u0644\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0627\u0644\u0632\u062e\u0645. \u062a\u062a\u0631\u0627\u0643\u0645 \u062d\u0627\u0644\u0629 \u0627\u0644\u0639\u0645\u0644 \u0644\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0641\u064a \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0645\u0631\u0648\u0631 \u0627\u0644\u0648\u0642\u062a \u0645\u0639 \u0645\u0631\u0648\u0631 \u0627\u0644\u0648\u0642\u062a \u062d\u064a\u062b \u062a\u062a\u0631\u0627\u0643\u0645 \u0627\u0644\u062a\u062d\u0633\u064a\u0646\u0627\u062a \u0639\u0644\u0649 \u0628\u0639\u0636\u0647\u0627 \u0627\u0644\u0628\u0639\u0636.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-moving-forward-with-client-experience-excellence\">\u0627\u0644\u0645\u0636\u064a \u0642\u062f\u0645\u0627\u064b \u0641\u064a \u0627\u0644\u062a\u0645\u064a\u0632 \u0641\u064a \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Improving client experience in financial services isn\u2019t optional it\u2019s the path to sustainable competitive advantage in an industry where products and fees are increasingly commoditised. Institutions that create seamless, personalised, and secure experiences will capture more than just customer satisfaction; they\u2019ll build lasting trust that translates to higher AUM, stronger retention, and more services per client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The technology exists today to deliver experiences that meet and exceed what clients encounter in consumer technology. InvestGlass provides the integrated platform CRM, client portal, digital onboarding, portfolio management, and AI tools all hosted within Swiss data sovereignty standards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0644\u0627 \u064a\u0643\u0645\u0646 \u0627\u0644\u0633\u0624\u0627\u0644 \u0641\u064a \u0625\u0639\u0637\u0627\u0621 \u0627\u0644\u0623\u0648\u0644\u0648\u064a\u0629 \u0644\u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0645\u0646 \u0639\u062f\u0645\u0647\u060c \u0628\u0644 \u0641\u064a \u0645\u062f\u0649 \u0633\u0631\u0639\u0629 \u062a\u0635\u0631\u0641\u0643.<\/strong> \u0627\u0628\u062f\u0623 \u0628\u0631\u0633\u0645 \u062e\u0631\u0627\u0626\u0637 \u0627\u0644\u0631\u062d\u0644\u0629\u060c \u0648\u0642\u0645 \u0628\u0631\u0642\u0645\u0646\u0629 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0623\u0643\u062b\u0631 \u0627\u062d\u062a\u0643\u0627\u0643\u0627\u064b \u0644\u062f\u064a\u0643\u060c \u0648\u0642\u0645 \u0628\u0627\u0644\u0642\u064a\u0627\u0633 \u0628\u0644\u0627 \u0647\u0648\u0627\u062f\u0629. \u0633\u062a\u062d\u062f\u062f \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u062a\u062d\u0631\u0643 \u0628\u0634\u0643\u0644 \u062d\u0627\u0633\u0645 \u0627\u0644\u0622\u0646 \u0645\u0644\u0627\u0645\u062d \u0627\u0644\u062d\u0642\u0628\u0629 \u0627\u0644\u0642\u0627\u062f\u0645\u0629 \u0645\u0646 \u0627\u0644\u062a\u0645\u0648\u064a\u0644 \u0627\u0644\u0645\u0631\u062a\u0643\u0632 \u0639\u0644\u0649 \u0627\u0644\u0639\u0645\u064a\u0644.<\/p>","protected":false},"excerpt":{"rendered":"<p>Client experience in finance has become a board level priority since 2020, driven by COVID era digital acceleration, fintech disruption, and rising customer expectations that now rival any consumer technology standard. Why Client Experience Matters in Financial Services By 2025, over 80% of financial organisations recognise customer experience as their key differentiator more important than [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48991,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,35,95],"class_list":["post-48918","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-for-banking","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Improve Client Experience in Finance | InvestGlass<\/title>\n<meta name=\"description\" content=\"Client experience in finance has become a board level priority since 2020, driven by COVID era digital acceleration, fintech 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