{"id":49114,"date":"2026-02-17T09:00:00","date_gmt":"2026-02-17T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49114"},"modified":"2026-02-17T09:00:09","modified_gmt":"2026-02-17T08:00:09","slug":"%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%a7%d9%84%d8%ad%d9%81%d8%a7%d8%b8-%d8%b9%d9%84%d9%89-%d8%ae%d8%b5%d9%88%d8%b5%d9%8a%d8%a9-%d8%a7%d9%84%d8%a8%d9%8a%d8%a7%d9%86%d8%a7%d8%aa-%d9%81%d9%8a-%d8%a5%d8%af","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ar\/how-to-maintain-data-privacy-in-wealth-management\/","title":{"rendered":"\u0643\u064a\u0641\u064a\u0629 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u062e\u0635\u0648\u0635\u064a\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u0644\u0642\u062f \u0627\u0646\u062a\u0642\u0644\u062a \u062e\u0635\u0648\u0635\u064a\u0629 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rowspan=\"1\"><p>\u0627\u0644\u062d\u0633\u0627\u0628\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0623\u0631\u0642\u0627\u0645 \u0627\u0644\u062d\u0633\u0627\u0628\u0627\u062a\u060c \u0648\u0645\u0631\u0627\u0643\u0632 \u0627\u0644\u0645\u062d\u0641\u0638\u0629\u060c \u0648\u0633\u062c\u0644 \u0627\u0644\u0645\u0639\u0627\u0645\u0644\u0627\u062a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0648\u0627\u0644\u0645\u0644\u0627\u0621\u0645\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0644\u0627\u0645\u062d \u0627\u0644\u0645\u062e\u0627\u0637\u0631\u060c \u0648\u0623\u0647\u062f\u0627\u0641 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u060c \u0648\u0627\u0644\u0622\u0641\u0627\u0642 \u0627\u0644\u0632\u0645\u0646\u064a\u0629<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a 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class=\"wp-block-paragraph\">\u064a\u0645\u0643\u0646 \u0644\u0645\u0647\u0627\u0645 \u0633\u064a\u0631 \u0639\u0645\u0644 InvestGlass \u0648\u0645\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u062a\u062f\u0642\u064a\u0642 \u0623\u0646 \u062a\u0641\u0631\u0636 \u0647\u0630\u0647 \u0627\u0644\u0645\u0628\u0627\u062f\u0626 \u0639\u0628\u0631 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0648\u0645\u0631\u0627\u062c\u0639\u0627\u062a \u0627\u0644\u0645\u062d\u0641\u0638\u0629 \u0648\u0627\u0644\u062d\u0645\u0644\u0627\u062a \u0627\u0644\u062a\u0633\u0648\u064a\u0642\u064a\u0629. \u064a\u0645\u0643\u0646 \u0644\u0644\u0642\u0648\u0627\u0639\u062f \u0627\u0644\u0645\u0624\u062a\u0645\u062a\u0629 \u0648\u0636\u0639 \u0639\u0644\u0627\u0645\u0629 \u0639\u0644\u0649 \u062c\u0645\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u062a\u062c\u0627\u0648\u0632 \u0627\u0644\u0645\u0639\u0644\u0645\u0627\u062a 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class=\"wp-block-paragraph\">\u062a\u062a\u0631\u062c\u0645 \u0627\u0644\u062d\u0648\u0643\u0645\u0629 \u0627\u0644\u0645\u0628\u0627\u062f\u0626 \u0627\u0644\u0645\u062c\u0631\u062f\u0629 \u0625\u0644\u0649 \u0645\u0633\u0624\u0648\u0644\u064a\u0627\u062a \u0648\u0633\u064a\u0627\u0633\u0627\u062a \u0648\u0627\u0636\u062d\u0629 \u0648\u0645\u0631\u0627\u062c\u0639\u0627\u062a \u0645\u0646\u062a\u0638\u0645\u0629. \u0641\u0628\u062f\u0648\u0646 \u0647\u064a\u0627\u0643\u0644 \u062d\u0648\u0643\u0645\u0629 \u0631\u0633\u0645\u064a\u0629\u060c \u062a\u0635\u0628\u062d \u0627\u0644\u062e\u0635\u0648\u0635\u064a\u0629 \u0645\u0639\u062a\u0645\u062f\u0629 \u0639\u0644\u0649 \u0627\u0644\u062d\u0643\u0645 \u0627\u0644\u0641\u0631\u062f\u064a \u0648\u0627\u0644\u062a\u0637\u0628\u064a\u0642 \u063a\u064a\u0631 \u0627\u0644\u0645\u062a\u0633\u0642 \u0639\u0628\u0631 \u0627\u0644\u0641\u0631\u0642.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u062a\u0639\u064a\u064a\u0646 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class=\"wp-block-paragraph\"><strong>\u0627\u0644\u062a\u0633\u062c\u064a\u0644 \u0648\u0645\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u062a\u062f\u0642\u064a\u0642 \u0627\u0644\u062b\u0627\u0628\u062a\u0629 \u0648\u063a\u064a\u0631 \u0627\u0644\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u063a\u064a\u064a\u0631<\/strong> \u062a\u0633\u062c\u064a\u0644 \u0645\u0646 \u0642\u0627\u0645 \u0628\u0627\u0644\u0627\u0637\u0644\u0627\u0639 \u0639\u0644\u0649 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u064a\u0644 \u0623\u0648 \u062a\u0635\u062f\u064a\u0631\u0647\u0627 \u0623\u0648 \u062a\u0639\u062f\u064a\u0644\u0647\u0627. \u0647\u0630\u0647 \u0627\u0644\u0633\u062c\u0644\u0627\u062a \u0645\u0647\u0645\u0629 \u0644\u0644\u063a\u0627\u064a\u0629 \u0623\u062b\u0646\u0627\u0621 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u0641\u062a\u064a\u0634 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629\u060c 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\u0627\u0644\u0639\u0627\u0645\u0629. \u064a\u062c\u0628 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0642\u0627\u062f\u0631\u064a\u0646 \u0639\u0644\u0649 \u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0645\u0639\u0644\u0648\u0645\u0627\u062a\u0647\u0645 \u0628\u0634\u0643\u0644 \u0622\u0645\u0646 \u062f\u0648\u0646 \u062a\u0639\u0631\u064a\u0636 \u0627\u0644\u0634\u0631\u0643\u0629 \u0644\u0645\u062e\u0627\u0637\u0631 \u063a\u064a\u0631 \u0636\u0631\u0648\u0631\u064a\u0629 \u0645\u0646 \u0627\u0644\u0623\u062c\u0647\u0632\u0629 \u0627\u0644\u0634\u062e\u0635\u064a\u0629 \u0627\u0644\u0645\u062a\u0635\u0644\u0629 \u0639\u0628\u0631 \u0627\u062a\u0635\u0627\u0644\u0627\u062a \u063a\u064a\u0631 \u0622\u0645\u0646\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0642\u062f\u0645 InvestGlass \u062e\u064a\u0627\u0631\u0627\u062a \u0627\u0644\u0646\u0634\u0631 \u0627\u0644\u0645\u0633\u062a\u0636\u0627\u0641\u0629 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629 \u0648\u062e\u064a\u0627\u0631\u0627\u062a \u0627\u0644\u0646\u0634\u0631 \u0641\u064a \u0645\u0642\u0631 \u0627\u0644\u0645\u0624\u0633\u0633\u0629 \u0628\u062d\u064a\u062b \u062a\u0638\u0644 \u0645\u0641\u0627\u062a\u064a\u062d \u0627\u0644\u062a\u0634\u0641\u064a\u0631 \u0648\u0633\u064a\u0627\u0633\u0627\u062a \u0627\u0644\u062a\u062d\u0643\u0645 \u0641\u064a \u0627\u0644\u0648\u0635\u0648\u0644 \u062a\u062d\u062a \u0627\u0644\u0633\u064a\u0637\u0631\u0629 \u0627\u0644\u0645\u0628\u0627\u0634\u0631\u0629 \u0644\u0644\u0645\u0624\u0633\u0633\u0629 \u0627\u0644\u0645\u0627\u0644\u064a\u0629. \u0648\u0647\u0630\u0627 \u064a\u0639\u0627\u0644\u062c \u0627\u0644\u0645\u062e\u0627\u0648\u0641 \u0628\u0634\u0623\u0646 \u0645\u0632\u0648\u062f\u064a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0633\u062d\u0627\u0628\u064a\u0629 \u0627\u0644\u062e\u0627\u0631\u062c\u064a\u064a\u0646 \u0627\u0644\u0630\u064a\u0646 \u064a\u062d\u062a\u0645\u0644 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0644\u062f\u064a\u0647\u0645 \u0625\u0645\u0643\u0627\u0646\u064a\u0629 \u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u062d\u0633\u0627\u0633\u0629.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2-1024x701.png\" alt=\"InvestGlass CRM\" class=\"wp-image-47052\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass CRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-embedding-privacy-into-onboarding-kyc-and-day-to-day-operations\">\u062a\u0636\u0645\u064a\u0646 \u0627\u0644\u062e\u0635\u0648\u0635\u064a\u0629 \u0641\u064a \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644\u060c \u0648\"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\"\u060c \u0648\u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u064a\u0648\u0645\u064a\u0629<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0625\u0646 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0648\u0639\u0645\u0644\u064a\u0627\u062a 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id=\"h-what-is-the-difference-between-data-privacy-and-data-security-in-practice\">\u0645\u0627 \u0627\u0644\u0641\u0631\u0642 \u0628\u064a\u0646 \u062e\u0635\u0648\u0635\u064a\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0641\u064a \u0627\u0644\u0645\u0645\u0627\u0631\u0633\u0629 \u0627\u0644\u0639\u0645\u0644\u064a\u0629\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u062d\u0643\u0645 \u062e\u0635\u0648\u0635\u064a\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0633\u0628\u0628 \u0648\u0643\u064a\u0641\u064a\u0629 \u062c\u0645\u0639 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0639\u0645\u064a\u0644 \u0648\u0627\u0633\u062a\u062e\u062f\u0627\u0645\u0647\u0627 \u0648\u0645\u0634\u0627\u0631\u0643\u062a\u0647\u0627 \u0648\u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u0647\u0627. \u0648\u0647\u064a \u062a\u0639\u0627\u0644\u062c \u0645\u0633\u0627\u0626\u0644 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Regulations like the General Data Protection Regulation, the revised Swiss Federal Act on Data Protection effective September 2023, SEC Regulation S-P, and FINRA rules now impose explicit obligations on how wealth management firms handle client information. Wealth managers hold some of the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29254,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,95],"class_list":["post-49114","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","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 Maintain Data Privacy in Wealth Management | InvestGlass<\/title>\n<meta name=\"description\" content=\"Data privacy has moved from back office compliance checklists to boardroom strategy discussions. 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