{"id":49367,"date":"2026-03-25T11:24:38","date_gmt":"2026-03-25T10:24:38","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49367"},"modified":"2026-04-22T11:49:11","modified_gmt":"2026-04-22T09:49:11","slug":"beyond-sales-the-best-crm-for-banks-wealth-managers-investglass","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ar\/beyond-sales-the-best-crm-for-banks-wealth-managers-investglass\/","title":{"rendered":"\u0645\u0627 \u0648\u0631\u0627\u0621 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a: \u0623\u0641\u0636\u0644 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0641\u064a \u0627\u0644\u0628\u0646\u0648\u0643 - \u0625\u0646\u0641\u0633\u062a\u063a\u0644\u0627\u0633"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-introduction\">\u0645\u0642\u062f\u0645\u0629<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0647\u0630\u0627 \u0627\u0644\u062f\u0644\u064a\u0644 \u0645\u062e\u0635\u0635 \u0644\u0644\u0628\u0646\u0648\u0643 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0648\u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0628\u062d\u062b \u0639\u0646 \u0623\u0641\u0636\u0644 \u062d\u0644 \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM). \u064a\u0639\u062f \u0627\u062e\u062a\u064a\u0627\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0646\u0627\u0633\u0628 \u0623\u0645\u0631\u064b\u0627 \u0628\u0627\u0644\u063a \u0627\u0644\u0623\u0647\u0645\u064a\u0629 \u0644\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0648\u0631\u0636\u0627 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629 \u0641\u064a \u0627\u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u0645\u0627\u0644\u064a. \u0625\u0630\u0627 \u0643\u0646\u062a \u062a\u0628\u062d\u062b \u0639\u0646 \u0623\u0641\u0636\u0644 \u0646\u0638\u0627\u0645 \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0644\u0628\u0646\u0648\u0643 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0641\u0625\u0646 \u0647\u0630\u0627 \u0627\u0644\u0645\u0642\u0627\u0644 \u0633\u064a\u0633\u0627\u0639\u062f\u0643 \u0639\u0644\u0649 \u0641\u0647\u0645 \u0633\u0628\u0628 \u0623\u0647\u0645\u064a\u0629 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a 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\u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0648\u0643\u064a\u0641\u064a\u0629 \u062a\u062d\u062f\u064a\u062f \u0623\u0641\u0636\u0644 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u0645\u062e\u0635\u0635 \u0644\u0647\u0630\u0647 \u0627\u0644\u0642\u0637\u0627\u0639\u0627\u062a.<\/li>\n\n\n\n<li>\u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0648\u063a\u064a\u0631 \u0627\u0644\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u0641\u0627\u0648\u0636 \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u0623\u0646 \u064a\u0645\u062a\u0644\u0643\u0647\u0627 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u062d\u0642\u064a\u0642\u064a \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629.<\/li>\n\n\n\n<li>\u0645\u0642\u0627\u0631\u0646\u0629 \u0645\u062a\u0639\u0645\u0642\u0629 \u0644\u0623\u0641\u0636\u0644 \u0645\u0646\u0635\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633\u060c \u0648\u0633\u064a\u0644\u0632 \u0641\u0648\u0631\u0633 \u0641\u0627\u064a\u0646\u0646\u0634\u0627\u0644 \u0633\u064a\u0631\u0641\u064a\u0633\u0632 \u0643\u0644\u0627\u0648\u062f\u060c \u0648\u0648\u064a\u0644\u062b \u0628\u0648\u0643\u0633\u060c \u0648\u0643\u0631\u064a\u0634\u064a\u0648.<\/li>\n\n\n\n<li>\u0643\u064a\u0641\u064a\u0629 \u0627\u062e\u062a\u064a\u0627\u0631 \u0623\u0641\u0636\u0644 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0645\u0624\u0633\u0633\u062a\u0643\u060c \u0645\u0639 \u0645\u0631\u0627\u0639\u0627\u0629 \u0627\u0644\u0645\u064a\u0632\u0627\u062a\u060c \u0648\u0627\u0644\u062a\u0633\u0639\u064a\u0631\u060c \u0648\u0627\u0644\u062f\u0639\u0645\u060c \u0648\u0633\u064a\u0627\u062f\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0648\u0627\u0644\u062a\u0643\u0627\u0645\u0644\u060c \u0648\u0627\u0644\u062a\u0643\u0644\u0641\u0629 \u0627\u0644\u0625\u062c\u0645\u0627\u0644\u064a\u0629 \u0644\u0644\u0645\u0644\u0643\u064a\u0629.<\/li>\n\n\n\n<li>\u0627\u0644\u062f\u0648\u0631 \u0627\u0644\u062d\u0627\u0633\u0645 \u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0644\u0644\u0648\u0627\u0626\u062d \u0645\u062b\u0644 MiFID II\u060c FINMA\u060c \u0648 GDPR \u0636\u0645\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u062d\u062f\u064a\u062b.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0647\u0630\u0627 \u0627\u0644\u0645\u0642\u0627\u0644 \u0628\u0645\u062b\u0627\u0628\u0629 \u062f\u0644\u064a\u0644\u0643 \u0644\u0627\u062e\u062a\u064a\u0627\u0631 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%84%d9%84%d8%a8%d9%86%d9%83-%d8%a7%d9%84%d8%ae%d8%a7%d8%b5\/\" target=\"_self\">\u0623\u0641\u0636\u0644 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0644\u0628\u0646\u0648\u0643<\/a> \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0645\u0639 \u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0648\u0627\u0644\u0623\u0633\u0639\u0627\u0631 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\u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646\u060c \u0647\u064a \u062a\u0644\u0643 \u0627\u0644\u0645\u0635\u0645\u0645\u0629 \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0645\u062b\u0644 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/\" target=\"_self\">\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/a>, \u060c Salesforce Financial Services Cloud\u060c \u0648 Creatio. \u062a\u062a\u062c\u0627\u0648\u0632 \u0647\u0630\u0647 \u0627\u0644\u0645\u0646\u0635\u0627\u062a \u0645\u0633\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a \u0627\u0644\u0639\u0627\u0645\u0629 \u0644\u062a\u0648\u0641\u064a\u0631 \u0645\u064a\u0632\u0627\u062a \u0623\u0633\u0627\u0633\u064a\u0629 \u0645\u062b\u0644 \u0625\u062f\u0627\u0631\u0629 \u0645\u062a\u0637\u0648\u0631\u0629 \u0644\u0644\u0623\u0633\u0631\u060c \u0648\u0623\u062f\u0648\u0627\u062a \u0642\u0648\u064a\u0629 \u0644\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0648\u0627\u0644\u062a\u062f\u0642\u064a\u0642\u060c \u0648\u0625\u062f\u0627\u0631\u0629 \u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0644\u0644\u0645\u062d\u0627\u0641\u0638\u060c \u0648\u0628\u0648\u0627\u0628\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u0622\u0645\u0646\u0629\u060c \u0643\u0644 \u0630\u0644\u0643 \u0645\u0639 \u0645\u0639\u0627\u0644\u062c\u0629 \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0627\u0644\u0644\u0648\u0627\u0626\u062d \u0627\u0644\u0635\u0627\u0631\u0645\u0629 \u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u062a\u0645\u0648\u064a\u0644.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-generic-crms-fail-in-banking-and-wealth-management\">\u0644\u0645\u0627\u0630\u0627 \u062a\u0641\u0634\u0644 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRMs) \u0627\u0644\u0639\u0627\u0645\u0629 \u0641\u064a \u0627\u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u0645\u0635\u0631\u0641\u064a \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-transactional-vs-relationship-models\">\u0646\u0645\u0627\u0630\u062c \u0627\u0644\u0645\u0639\u0627\u0645\u0644\u0627\u062a \u0645\u0642\u0627\u0628\u0644 \u0646\u0645\u0627\u0630\u062c \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0644\u0639\u0642\u0648\u062f \u0645\u0646 \u0627\u0644\u0632\u0645\u0646\u060c \u0627\u0639\u062a\u0645\u062f\u062a \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0641\u064a \u0639\u062f\u062f \u0644\u0627 \u064a\u062d\u0635\u0649 \u0645\u0646 \u0627\u0644\u0635\u0646\u0627\u0639\u0627\u062a \u0639\u0644\u0649 \u0623\u0646\u0638\u0645\u0629 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<em>\u0647\u0644<\/em> \u0627\u0644\u0645\u0646\u062a\u062c.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0645 \u062a\u0635\u0645\u064a\u0645 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0639\u0627\u0645 \u0644\u0646\u0642\u0644 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u0645\u062d\u062a\u0645\u0644 \u0639\u0628\u0631 \u0645\u0633\u0627\u0631 \u0645\u0628\u064a\u0639\u0627\u062a \u062e\u0637\u064a \u0646\u062d\u0648 \u0634\u0631\u0627\u0621 \u0644\u0645\u0631\u0629 \u0648\u0627\u062d\u062f\u0629. \u064a\u062a\u0645 \u062a\u062d\u0633\u064a\u0646 \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644 \u0628\u0623\u0643\u0645\u0644\u0647 \u0644\u0647\u0630\u0647 \u0627\u0644\u0631\u062d\u0644\u0629 \u0627\u0644\u0645\u0639\u0627\u0645\u0644\u0627\u062a\u064a\u0629. \u0641\u064a \u0627\u0644\u0645\u0642\u0627\u0628\u0644\u060c \u0641\u0625\u0646 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\u0634\u0628\u0643\u062a\u0647 \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0645\u0646 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0648\u0627\u0644\u0642\u0627\u0646\u0648\u0646\u064a\u0629 \u0628\u0634\u0643\u0644 \u0643\u0627\u0641\u064d. \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0635\u0645\u0645 \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0645\u062b\u0644 \u0627\u0644\u0630\u064a \u062a\u0642\u062f\u0645\u0647 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%84%d9%84%d8%ae%d8%af%d9%85%d8%a7%d8%aa-%d8%a7%d9%84%d9%85%d8%a7%d9%84%d9%8a%d8%a9-2\/\" target=\"_self\">\u0625\u0646\u0641\u0633\u062a 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\u0627\u0644\u062e\u0637\u064a\u0629.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png\" alt=\"\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633\u060c \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a \u0627\u0644\u0633\u064a\u0627\u062f\u064a\" class=\"wp-image-49341\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global.png 1384w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633\u060c \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a \u0627\u0644\u0633\u064a\u0627\u062f\u064a<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-complex-client-hierarchies\">\u0627\u0644\u062a\u0633\u0644\u0633\u0644\u0627\u062a \u0627\u0644\u0647\u0631\u0645\u064a\u0629 \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0644\u0644\u0639\u0645\u0644\u0627\u0621<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0646\u0627\u062f\u0631\u064b\u0627 \u0645\u0627 \u062a\u0643\u0648\u0646 \u0627\u062a\u0635\u0627\u0644\u064b\u0627 \u0645\u0628\u0627\u0634\u0631\u064b\u0627 \u0648\u0627\u062d\u062f\u064b\u0627 \u0644\u0648\u0627\u062d\u062f.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0643\u0627\u0641\u062d \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0642\u064a\u0627\u0633\u064a\u0629 \u0644\u0646\u0645\u0630\u062c\u0629 \u0627\u0644\u0634\u0628\u0643\u0629 \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0644\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0634\u0627\u0626\u0639\u0629 \u0641\u064a \u0627\u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u0645\u0627\u0644\u064a. \u0641\u0647\u064a \u0645\u0628\u0646\u064a\u0629 \u0639\u0627\u062f\u0629\u064b \u062d\u0648\u0644 \u0646\u0645\u0648\u0630\u062c 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\u0644\u0644\u062b\u0631\u0648\u0629 \u0627\u0644\u0625\u062c\u0645\u0627\u0644\u064a\u0629 \u0644\u0644\u0639\u0627\u0626\u0644\u0629\u060c \u0623\u0648 \u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0623\u0635\u0648\u0644 \u0628\u0634\u0643\u0644 \u0639\u0627\u0645\u060c \u0623\u0648 \u0623\u0647\u062f\u0627\u0641\u0647\u0645 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062c\u0645\u0627\u0639\u064a\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u062a\u062f\u0628\u064a\u0631 \u0627\u0644\u0645\u0646\u0632\u0644<\/strong>, \u060c \u0639\u0645\u0644\u064a\u0629 \u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0623\u0641\u0631\u0627\u062f \u0648\u0627\u0644\u0643\u064a\u0627\u0646\u0627\u062a \u0630\u0627\u062a \u0627\u0644\u0635\u0644\u0629 (\u0645\u062b\u0644 \u0623\u0641\u0631\u0627\u062f \u0627\u0644\u0639\u0627\u0626\u0644\u0629\u060c \u0648\u0627\u0644\u0635\u0646\u0627\u062f\u064a\u0642 \u0627\u0644\u0627\u0633\u062a\u0626\u0645\u0627\u0646\u064a\u0629\u060c \u0648\u0627\u0644\u0634\u0631\u0643\u0627\u062a) \u0641\u064a \u0647\u064a\u0643\u0644 \u0648\u0627\u062d\u062f \u0648\u0645\u0648\u062d\u062f\u060c \u062a\u0645\u0643\u0646 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0645\u0646 \u0631\u0624\u064a\u0629 \u0648\u0625\u062f\u0627\u0631\u0629 \u062c\u0645\u064a\u0639 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0648\u0627\u0644\u0623\u0635\u0648\u0644 \u0627\u0644\u0645\u0631\u062a\u0628\u0637\u0629 \u0643\u0648\u062d\u062f\u0629 \u0645\u062a\u0645\u0627\u0633\u0643\u0629 \u0648\u0627\u062d\u062f\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0639\u0644\u0649 \u0627\u0644\u0646\u0642\u064a\u0636 \u0645\u0646 \u0630\u0644\u0643\u060c \u062a\u0645 \u0628\u0646\u0627\u0621 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0645\u062a\u062e\u0635\u0635 \u0639\u0644\u0649 \u0646\u0645\u0648\u0630\u062c \u0628\u064a\u0627\u0646\u0627\u062a \u064a\u0641\u0647\u0645 \u0645\u0641\u0647\u0648\u0645 \u2018\u0627\u0644\u0623\u0633\u0631\u0629\u2019. \u0641\u0647\u0648 \u064a\u0633\u0645\u062d \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631 \u0628\u062a\u062c\u0645\u064a\u0639 \u062c\u0645\u064a\u0639 \u0627\u0644\u0623\u0641\u0631\u0627\u062f \u0648\u0627\u0644\u0643\u064a\u0627\u0646\u0627\u062a \u0630\u0627\u062a \u0627\u0644\u0635\u0644\u0629 \u0641\u064a \u0623\u0633\u0631\u0629 \u0648\u0627\u062d\u062f\u0629\u060c \u0648\u062a\u062c\u0645\u064a\u0639 \u0645\u0639\u0644\u0648\u0645\u0627\u062a\u0647\u0645 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0641\u064a \u0639\u0631\u0636 \u0645\u0648\u062d\u062f\u060c \u0648\u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0628\u064a\u0646\u0647\u0645. \u0644\u0627 \u064a\u0642\u062a\u0635\u0631 \u0627\u0644\u0623\u0645\u0631 \u0639\u0644\u0649 \u0645\u062c\u0631\u062f 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class=\"wp-block-paragraph\">\u0644\u0648\u0627\u0626\u062d \u0645\u062b\u0644 <strong>MiFID II<\/strong> \u0641\u064a \u0623\u0648\u0631\u0648\u0628\u0627\u060c, <strong>\u0641\u064a\u0646\u0645\u0627<\/strong> \u0641\u064a \u0633\u0648\u064a\u0633\u0631\u0627\u060c \u0648\u0627\u0644\u062a\u0648\u0627\u062c\u062f \u0627\u0644\u062f\u0627\u0626\u0645 <strong>\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 \u0627\u0644\u0639\u0627\u0645\u0629<\/strong> \u0641\u0631\u0636 \u0639\u0628\u0621 \u0627\u0645\u062a\u062b\u0627\u0644 \u062b\u0642\u064a\u0644 \u0648\u0645\u062a\u0632\u0627\u064a\u062f \u0628\u0627\u0633\u062a\u0645\u0631\u0627\u0631 \u0639\u0644\u0649 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629. \u062a\u0646\u0638\u0645 \u0647\u0630\u0647 \u0627\u0644\u0644\u0648\u0627\u0626\u062d \u0643\u0644 \u0634\u064a\u0621 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\u0648\u0642\u0646\u0648\u0627\u062a \u0627\u062a\u0635\u0627\u0644 \u0622\u0645\u0646\u0629 \u0648\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u062f\u0642\u064a\u0642 \u0645\u062b\u0644 \u062a\u0643\u0627\u0645\u0644 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a8%d9%88%d8%a7%d8%a8%d8%a9-%d8%a7%d9%84%d9%85%d8%b3%d8%aa%d8%ab%d9%85%d8%b1%d9%8a%d9%86-%d9%84%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d8%ab%d8%b1%d9%88%d8%a7%d8%aa\/\" target=\"_self\">\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631<\/a>. \u0647\u0630\u0627 \u0644\u0627 \u064a\u0642\u0644\u0644 \u0641\u0642\u0637 \u0645\u0646 \u062e\u0637\u0631 \u062e\u0631\u0648\u0642\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u0645\u0643\u0644\u0641\u0629\u060c \u0628\u0644 \u064a\u062d\u0631\u0631 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0623\u064a\u0636\u064b\u0627 \u0644\u0644\u062a\u0631\u0643\u064a\u0632 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target=\"_self\">\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629<\/a> \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u062a\u0639\u0631\u0641 \u0628\u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u062d\u062f\u062f\u0629 \u0645\u0646 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u0644\u0628\u064a \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u0635\u0646\u0627\u0639\u0629 \u0628\u0634\u0643\u0644 \u0645\u0628\u0627\u0634\u0631. \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u062a\u0639\u062f \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0636\u0631\u0648\u0631\u064a\u0629 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\u0643\u0644 \u0639\u0645\u064a\u0644 \u0627\u0644\u0641\u0631\u064a\u062f\u0629. \u0648\u0647\u0630\u0627 \u0623\u0645\u0631 \u0623\u0633\u0627\u0633\u064a \u0644\u062a\u0642\u062f\u064a\u0645 \u0645\u0634\u0648\u0631\u0629 \u0634\u0627\u0645\u0644\u0629 \u062d\u0648\u0644 \u0645\u0648\u0636\u0648\u0639\u0627\u062a \u0645\u062b\u0644 \u062a\u062e\u0637\u064a\u0637 \u0627\u0644\u062a\u0631\u0643\u0627\u062a\u060c \u0648\u062a\u062e\u0637\u064a\u0637 \u0627\u0644\u062e\u0644\u0627\u0641\u0629\u060c \u0648\u0627\u0644\u0639\u0637\u0627\u0621 \u0627\u0644\u062e\u064a\u0631\u064a. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%84%d9%84%d8%ae%d8%af%d9%85%d8%a7%d8%aa-%d8%a7%d9%84%d9%85%d8%b5%d8%b1%d9%81%d9%8a-3\/\" target=\"_self\">\u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 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\u0648\u062a\u062f\u0642\u064a\u0642 \u0642\u0648\u064a\u0629<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u064a\u062c\u0628 \u062a\u0648\u062b\u064a\u0642 \u0643\u0644 \u062a\u0641\u0627\u0639\u0644 \u0648\u0627\u0644\u062a\u062f\u0642\u064a\u0642 \u0641\u064a\u0647.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062c\u0628 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0642\u0644\u0639\u0629 \u0627\u0645\u062a\u062b\u0627\u0644\u060c \u0645\u0639 \u0628\u0646\u0627\u0621 \u0627\u0644\u0627\u0644\u062a\u0632\u0627\u0645 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a \u0641\u064a \u062c\u0648\u0647\u0631\u0647. \u0647\u0630\u0627 \u064a\u0639\u0646\u064a \u062a\u0648\u0641\u064a\u0631 \u0645\u062c\u0645\u0648\u0639\u0629 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\u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0648\u0627\u0644\u062a\u0642\u0648\u064a\u0645\u0627\u062a \u0648\u0627\u0644\u0642\u0646\u0648\u0627\u062a \u0627\u0644\u0623\u062e\u0631\u0649\u060c \u0645\u0645\u0627 \u064a\u062d\u0633\u0646 \u0627\u0644\u062f\u0642\u0629 \u0648\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644. \u064a\u0634\u0645\u0644 \u0630\u0644\u0643 \u0645\u064a\u0632\u0627\u062a \u0644\u0623\u062a\u0645\u062a\u0629 \u062a\u0639\u0631\u0641 \u0639\u0644\u0649 \u0639\u0645\u064a\u0644\u0643 (<a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d9%83%d8%a7%d9%8a%d9%83\/\" target=\"_self\">\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643<\/a>\u0648\u062e\u0636\u0639\u062a \u0644\u0641\u062d\u0648\u0635\u0627\u062a \u0645\u0643\u0627\u0641\u062d\u0629 \u063a\u0633\u064a\u0644 \u0627\u0644\u0623\u0645\u0648\u0627\u0644 (AML)\u060c \u0645\u0639 \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0645\u0639 \u0645\u0632\u0648\u062f\u064a \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u062e\u0627\u0631\u062c\u064a\u064a\u0646 \u0644\u0640 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d9%85%d8%a7-%d9%87%d9%88-%d8%a7%d9%84%d8%aa%d8%ad%d9%82%d9%82-%d9%85%d9%86-%d8%a7%d9%84%d9%87%d9%88%d9%8a%d8%a9-%d9%88%d9%83%d9%8a%d9%81-%d9%8a%d8%b9%d9%85%d9%84%d8%9f\/\" target=\"_self\">\u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646 \u0627\u0644\u0647\u0648\u064a\u0629<\/a> \u0648\u0639\u0645\u0644\u064a\u0627\u062a \u0641\u062d\u0635 \u0627\u0644\u0639\u0642\u0648\u0628\u0627\u062a. \u064a\u062c\u0628 \u0623\u0646 \u064a\u0634\u0645\u0644 \u0623\u064a\u0636\u064b\u0627 \u0646\u0638\u0627\u0645\u064b\u0627 \u0642\u0648\u064a\u064b\u0627 \u0644\u062a\u0633\u062c\u064a\u0644 \u0648\u0625\u062f\u0627\u0631\u0629 \u0645\u0648\u0627\u0641\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0644\u0627 \u0633\u064a\u0645\u0627 \u0641\u064a\u0645\u0627 \u064a\u062a\u0639\u0644\u0642 \u0628\u0644\u0648\u0627\u0626\u062d \u062e\u0635\u0648\u0635\u064a\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0645\u062b\u0644 \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 (GDPR). \u062d\u062c\u0631 \u0627\u0644\u0632\u0627\u0648\u064a\u0629 \u0641\u064a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0648\u0627\u0641\u0642 \u0647\u0648 \u0633\u062c\u0644 \u062a\u062f\u0642\u064a\u0642 \u0643\u0627\u0645\u0644 \u0648\u063a\u064a\u0631 \u0642\u0627\u0628\u0644 \u0644\u0644\u062a\u063a\u064a\u064a\u0631 \u0648\u0645\u0624\u0631\u062e \u0632\u0645\u0646\u064a\u064b\u0627 \u0644\u0643\u0644 \u062a\u0641\u0627\u0639\u0644 \u0641\u0631\u062f\u064a \u0645\u0639 \u0627\u0644\u0639\u0645\u064a\u0644. \u064a\u0634\u0645\u0644 \u0630\u0644\u0643 \u0643\u0644 \u0628\u0631\u064a\u062f \u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a\u060c \u0648\u0643\u0644 \u0645\u0643\u0627\u0644\u0645\u0629 \u0647\u0627\u062a\u0641\u064a\u0629\u060c \u0648\u0643\u0644 \u0645\u0644\u0627\u062d\u0638\u0627\u062a \u0627\u062c\u062a\u0645\u0627\u0639\u060c \u0648\u0643\u0644 \u062a\u0648\u0635\u064a\u0629 \u062a\u062c\u0627\u0631\u064a\u0629\u060c \u0648\u0643\u0644 \u062a\u0639\u0644\u064a\u0645\u0627\u062a \u0645\u0646 \u0627\u0644\u0639\u0645\u064a\u0644. \u0639\u0646\u062f\u0645\u0627 \u064a\u0637\u0631\u0642 \u0645\u0646\u0638\u0645 \u0645\u062b\u0644 FINMA \u0623\u0648 FCA \u0627\u0644\u0628\u0627\u0628\u060c \u064a\u062c\u0628 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0627\u0644\u0645\u0624\u0633\u0633\u0629 \u0642\u0627\u062f\u0631\u0629 \u0639\u0644\u0649 \u062a\u0642\u062f\u064a\u0645 \u0633\u062c\u0644 \u0643\u0627\u0645\u0644 \u0648\u062f\u0641\u0627\u0639\u064a \u0644\u0644\u0639\u0644\u0627\u0642\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u064a\u0644 \u0639\u0644\u0649 \u0627\u0644\u0641\u0648\u0631. \u0647\u0630\u0627 \u0644\u064a\u0633 \u2018\u0623\u0645\u0631\u064b\u0627 \u0644\u0637\u064a\u0641\u064b\u0627\u2019\u061b \u0628\u0644 \u0647\u0648 \u0634\u0631\u0637 \u0644\u0644\u062a\u0634\u063a\u064a\u0644 \u0648\u064a\u062a\u0639\u0630\u0631 \u0639\u0644\u0649 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0639\u0627\u0645 \u062a\u0644\u0628\u064a\u062a\u0647 \u062f\u0648\u0646 \u062a\u062e\u0635\u064a\u0635 \u0648\u0627\u0633\u0639 \u0648\u0645\u0639\u0642\u062f \u0648\u0645\u0643\u0644\u0641.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-advanced-portfolio-management-integration\">4. \u062a\u0643\u0627\u0645\u0644 \u0645\u062a\u0642\u062f\u0645 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u064a\u062c\u0628 \u0623\u0646 \u062a\u062a\u062d\u062f\u062b \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 \u0628\u0646\u0641\u0633 \u0627\u0644\u0644\u063a\u0629.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0639\u062f \u0627\u0644\u062a\u062f\u0641\u0642 \u0627\u0644\u0633\u0644\u0633 \u062b\u0646\u0627\u0626\u064a \u0627\u0644\u0627\u062a\u062c\u0627\u0647 \u0644\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0628\u064a\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0648\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 (PMS) \u0623\u0645\u0631\u064b\u0627 \u0636\u0631\u0648\u0631\u064a\u064b\u0627 \u0644\u0643\u0641\u0627\u0621\u0629 \u0648\u062f\u0642\u0629 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631. \u064a\u062c\u0628 \u0623\u0644\u0627 \u064a\u0636\u0637\u0631 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631 \u0625\u0644\u0649 \u0627\u0644\u062a\u0646\u0642\u0644 \u0628\u064a\u0646 \u0623\u0646\u0638\u0645\u0629 \u0645\u062a\u0639\u062f\u062f\u0629 \u0644\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0635\u0648\u0631\u0629 \u0643\u0627\u0645\u0644\u0629 \u0644\u0644\u0648\u0636\u0639 \u0627\u0644\u0645\u0627\u0644\u064a \u0644\u0639\u0645\u064a\u0644\u0647. \u064a\u062c\u0628 \u0623\u0646 \u064a\u0643\u0648\u0646\u0648\u0627 \u0642\u0627\u062f\u0631\u064a\u0646 \u0639\u0644\u0649 \u0639\u0631\u0636 \u0623\u062f\u0627\u0621 \u0645\u062d\u0641\u0638\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0648\u062a\u0648\u0632\u064a\u0639 \u0627\u0644\u0623\u0635\u0648\u0644 \u0648\u0627\u0644\u0645\u0639\u0627\u0645\u0644\u0627\u062a \u0627\u0644\u0623\u062e\u064a\u0631\u0629 \u0645\u0628\u0627\u0634\u0631\u0629 \u062f\u0627\u062e\u0644 \u0648\u0627\u062c\u0647\u0629 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM). \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0645\u0639 \u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0623\u0645\u0631 \u0628\u0627\u0644\u063a \u0627\u0644\u0623\u0647\u0645\u064a\u0629\u060c \u062d\u064a\u062b \u0623\u0646\u0647 \u064a\u0631\u0643\u0632 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0648\u064a\u0628\u0633\u0637 \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644 \u0627\u0644\u062e\u0627\u0635 \u0628\u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646. \u0647\u0630\u0627 \u0627\u0644\u062a\u0643\u0627\u0645\u0644\u060c \u0648\u0647\u0648 \u0645\u064a\u0632\u0629 \u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u0641\u0639\u0627\u0644\u064a\u0629 <a rel=\"noopener noreferrer\" 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=\"_self\">\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0641\u0638\u0629<\/a> \u064a\u062c\u0628 \u0623\u0646 \u062a\u062a\u064a\u062d \u0627\u0644\u062d\u0644\u0648\u0644 \u0623\u064a\u0636\u064b\u0627 \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631 \u0628\u062f\u0621 \u0625\u062c\u0631\u0627\u0621\u0627\u062a \u0641\u064a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 (PMS) \u0645\u0646 \u062f\u0627\u062e\u0644 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)\u060c \u0645\u062b\u0644 \u0625\u0646\u0634\u0627\u0621 \u0627\u0642\u062a\u0631\u0627\u062d \u0625\u0639\u0627\u062f\u0629 \u062a\u0648\u0627\u0632\u0646 \u0623\u0648 \u062a\u0646\u0641\u064a\u0630 \u0635\u0641\u0642\u0629. \u0647\u0630\u0627 \u064a\u0644\u063a\u064a \u0627\u0644\u062d\u0627\u062c\u0629 \u0625\u0644\u0649 \u0625\u062f\u062e\u0627\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u064a\u062f\u0648\u064a\u064b\u0627\u060c \u0648\u0647\u0648 \u0645\u0635\u062f\u0631 \u0631\u0626\u064a\u0633\u064a \u0644\u0644\u0623\u062e\u0637\u0627\u0621\u060c \u0648\u064a\u062d\u0631\u0631 \u0642\u062f\u0631\u064b\u0627 \u0643\u0628\u064a\u0631\u064b\u0627 \u0645\u0646 \u0627\u0644\u0648\u0642\u062a \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0644\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0627\u0644\u0623\u0646\u0634\u0637\u0629 \u0630\u0627\u062a \u0627\u0644\u0642\u064a\u0645\u0629 \u0627\u0644\u0639\u0627\u0644\u064a\u0629 \u0648\u0627\u0644\u0645\u0648\u062c\u0647\u0629 \u0646\u062d\u0648 \u0627\u0644\u0639\u0645\u0644\u0627\u0621. \u062a\u0623\u062e\u0630 \u0628\u0639\u0636 \u0627\u0644\u0645\u0646\u0635\u0627\u062a \u0627\u0644\u0645\u062a\u0642\u062f\u0645\u0629\u060c \u0645\u062b\u0644 InvestGlass\u060c \u0647\u0630\u0647 \u0627\u0644\u062e\u0637\u0648\u0629 \u0625\u0644\u0649 \u0627\u0644\u0623\u0645\u0627\u0645 \u0645\u0646 \u062e\u0644\u0627\u0644 \u062a\u0636\u0645\u064a\u0646 \u0623\u062f\u0648\u0627\u062a\u0647\u0627 \u0627\u0644\u0642\u0648\u064a\u0629 \u0627\u0644\u062e\u0627\u0635\u0629 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/6-%d8%a3%d9%81%d8%b6%d9%84-6-%d8%a8%d8%b1%d8%a7%d9%85%d8%ac-%d9%85%d8%ac%d8%a7%d9%86%d9%8a%d8%a9-%d9%84%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d9%85%d8%ad%d8%a7%d9%81%d8%b8-%d8%a7%d9%84%d8%a7\/\" target=\"_self\">\u0623\u062f\u0648\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<\/a> \u0643\u0645\u0643\u0648\u0646 \u0623\u0633\u0627\u0633\u064a \u0644\u0644\u0645\u0646\u0635\u0629. \u0647\u0630\u0627 \u064a\u062e\u0644\u0642 \u062d\u0644\u0627\u064b \u0634\u0627\u0645\u0644\u0627\u064b \u062d\u0642\u064b\u0627 \u064a\u0644\u063a\u064a \u0627\u0644\u062d\u0627\u062c\u0629 \u0625\u0644\u0649 \u0623\u064a \u062a\u0643\u0627\u0645\u0644 \u0639\u0644\u0649 \u0627\u0644\u0625\u0637\u0644\u0627\u0642\u060c \u0645\u0645\u0627 \u064a\u0648\u0641\u0631 \u0645\u0635\u062f\u0631\u064b\u0627 \u0648\u0627\u062d\u062f\u064b\u0627 \u0644\u0644\u062d\u0642\u064a\u0642\u0629 \u0644\u062c\u0645\u064a\u0639 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0645\u062d\u0627\u0641\u0638.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-secure-client-communication-amp-investor-portals\">5. \u062a\u0623\u0645\u064a\u0646 \u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0628\u0648\u0627\u0628\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u064a\u0646<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0627\u0644\u0628\u0631\u064a\u062f \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0644\u064a\u0633 \u0642\u0646\u0627\u0629 \u0622\u0645\u0646\u0629 \u0644\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062d\u0633\u0627\u0633\u0629.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0634\u0623\u0646 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0627\u062a\u0647\u0645 \u0639\u0628\u0631 \u0627\u0644\u0628\u0631\u064a\u062f \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0627\u0644\u0639\u0627\u062f\u064a \u0647\u0648 \u0648\u0635\u0641\u0629 \u0644\u0643\u0627\u0631\u062b\u0629. \u0627\u0644\u0628\u0631\u064a\u062f \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0647\u0648 \u0642\u0646\u0627\u0629 \u063a\u064a\u0631 \u0622\u0645\u0646\u0629 \u0628\u0637\u0628\u064a\u0639\u062a\u0647\u0627\u060c \u0645\u0639\u0631\u0636\u0629 \u0644\u0647\u062c\u0645\u0627\u062a \u0627\u0644\u062a\u0635\u064a\u062f \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u0644\u064a\u060c \u0648\u0647\u062c\u0645\u0627\u062a \u0627\u0644\u0648\u0633\u064a\u0637\u060c \u0648\u062e\u0631\u0648\u0642\u0627\u062a \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a. \u064a\u062c\u0628 \u0623\u0646 \u064a\u0648\u0641\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u062e\u0635\u0635 \u0628\u062f\u064a\u0644\u0627\u064b \u0622\u0645\u0646\u064b\u0627 \u0648\u0645\u062a\u0648\u0627\u0641\u0642\u064b\u0627 \u0644\u062c\u0645\u064a\u0639 \u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621. \u064a\u062a\u062e\u0630 \u0647\u0630\u0627 \u0639\u0627\u062f\u0629\u064b \u0634\u0643\u0644 \u0646\u0638\u0627\u0645 \u0645\u0631\u0627\u0633\u0644\u0629 \u0622\u0645\u0646 \u0648\u0645\u062a\u0643\u0627\u0645\u0644 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a8%d9%88%d8%a7%d8%a8%d8%a9-%d8%a7%d9%84%d9%85%d8%b3%d8%aa%d8%ab%d9%85%d8%b1%d9%8a%d9%86-%d9%84%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d8%ab%d8%b1%d9%88%d8%a7%d8%aa\/\" target=\"_self\">\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631<\/a>. \u062a\u0648\u0641\u0631 \u0647\u0630\u0647 \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u064a\u0626\u0629 \u0622\u0645\u0646\u0629 \u0648\u0645\u0634\u0641\u0631\u0629 \u0648\u062a\u062d\u0645\u0644 \u0639\u0644\u0627\u0645\u062a\u0647\u0645 \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629 \u062d\u064a\u062b \u064a\u0645\u0643\u0646\u0647\u0645 \u062a\u0633\u062c\u064a\u0644 \u0627\u0644\u062f\u062e\u0648\u0644 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href=\"https:\/\/www.investglass.com\/ar\/%d8%aa%d8%ad%d8%b3%d9%8a%d9%86-%d8%b9%d9%85%d9%84%d9%8a%d8%a9-%d8%a7%d9%84%d8%aa%d8%a3%d9%87%d9%8a%d9%84-%d8%a7%d9%84%d8%b1%d9%82%d9%85%d9%8a-%d8%a8%d8%a7%d8%b3%d8%aa%d8%ae%d8%af%d8%a7%d9%85-investgla\/\" target=\"_self\">\u0627\u0644\u062a\u0647\u064a\u0626\u0629 \u0627\u0644\u0631\u0642\u0645\u064a\u0629<\/a> \u062d\u0644\u0648\u0644\u0627\u064b\u060c \u064a\u0645\u0643\u0646 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0625\u0646\u0634\u0627\u0621 \u062a\u062c\u0631\u0628\u0629 \u062a\u0623\u0647\u064a\u0644 \u0633\u0644\u0633\u0629 \u0648\u0641\u0639\u0627\u0644\u0629 \u0644\u0643\u0644 \u0645\u0646 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646. \u064a\u062a\u0636\u0645\u0646 \u0630\u0644\u0643 \u0645\u064a\u0632\u0627\u062a \u0645\u062b\u0644 \u0627\u0644\u0646\u0645\u0627\u0630\u062c \u0627\u0644\u0631\u0642\u0645\u064a\u0629 \u0627\u0644\u062a\u064a 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\u062a\u062a\u064a\u062d \u0645\u064a\u0632\u0627\u062a \u0627\u0644\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0648\u0625\u0639\u062f\u0627\u062f \u0627\u0644\u062a\u0642\u0627\u0631\u064a\u0631 \u062f\u0627\u062e\u0644 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u062a\u062e\u0627\u0630 \u0642\u0631\u0627\u0631\u0627\u062a \u062a\u0639\u062a\u0645\u062f \u0639\u0644\u0649 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0623\u062b\u0646\u0627\u0621 \u0627\u0644\u062a\u0623\u0647\u064a\u0644\u060c \u0645\u0645\u0627 \u064a\u0633\u0627\u0639\u062f \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0639\u0644\u0649 \u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0627\u062a\u062c\u0627\u0647\u0627\u062a \u0648\u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0648\u0636\u0645\u0627\u0646 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 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\u0645\u062a\u0648\u0627\u0641\u0642\u0629 \u0628\u0627\u0644\u0643\u0627\u0645\u0644 \u0648\u0645\u0648\u062b\u0642\u0629 \u0641\u064a \u0627\u0644\u0645\u0633\u0627\u0631 \u0627\u0644\u062a\u062f\u0642\u064a\u0642\u064a \u0644\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-comparison-of-top-all-in-one-crm-platforms-for-finance\">\u0645\u0642\u0627\u0631\u0646\u0629 \u0628\u064a\u0646 \u0623\u0641\u0636\u0644 \u0645\u0646\u0635\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0644\u0644\u062a\u0645\u0648\u064a\u0644<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0642\u0628\u0644 \u0627\u062e\u062a\u064a\u0627\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)\u060c \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u0645\u0642\u0627\u0631\u0646\u0629 \u0623\u0641\u0636\u0644 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0627\u062d\u0629 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629. \u062a\u0645 \u062a\u0635\u0645\u064a\u0645 \u0647\u0630\u0647 \u0627\u0644\u0645\u0646\u0635\u0627\u062a \u0644\u062a\u0639\u0632\u064a\u0632 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u062a\u0633\u0648\u064a\u0642\u060c \u0648\u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629 \u0644\u0644\u0628\u0646\u0648\u0643 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0627\u0644\u0645\u064a\u0632\u0629<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0633\u062d\u0627\u0628\u0629 Salesforce \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0648\u064a\u0644\u062b \u0628\u0648\u0643\u0633<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0643\u0631\u064a\u0627\u062a\u064a\u0648<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0627\u0644\u062c\u0645\u0647\u0648\u0631 \u0627\u0644\u0645\u0633\u062a\u0647\u062f\u0641<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0628\u0646\u0648\u0643\u060c \u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0645\u062f\u064a\u0631\u064a \u0627\u0644\u0623\u0635\u0648\u0644<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0643\u0628\u064a\u0631\u0629\u060c \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u0634\u0627\u0645\u0644\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u0648\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u0648\u0646\u060c \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u0648\u0646 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0648\u0646 \u0627\u0644\u0645\u0633\u062c\u0644\u0648\u0646<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0628\u0646\u0648\u0643 \u0645\u062a\u0648\u0633\u0637\u0629 \u0648\u0643\u0628\u064a\u0631\u0629\u060c \u062e\u062f\u0645\u0627\u062a \u0645\u0627\u0644\u064a\u0629<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0639\u0627\u0645\u0644 \u0627\u0644\u062a\u0645\u0627\u064a\u0632 \u0627\u0644\u0631\u0626\u064a\u0633\u064a<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0633\u062a\u0636\u0627\u0641 \u0641\u064a \u0633\u0648\u064a\u0633\u0631\u0627\u060c \u0634\u0627\u0645\u0644\u060c \u0623\u062a\u0645\u062a\u0629 \u0628\u0644\u0627 \u062a\u0639\u0644\u064a\u0645\u0627\u062a \u0628\u0631\u0645\u062c\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0646\u0638\u0627\u0645 \u0627\u0644\u0628\u064a\u0626\u064a \u0648 AppExchange<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0628\u0633\u0627\u0637\u0629 \u0648\u0633\u0647\u0648\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0646\u0635\u0629 BPM \u0648\u0645\u0646\u0635\u0627\u062a \u0627\u0644\u062a\u0637\u0648\u064a\u0631 \u0627\u0644\u0633\u0631\u064a\u0639<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0641\u064a\u0646\u0645\u0627\u060c \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\u060c \u0645\u064a\u0641\u064a\u062f II<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0642\u0627\u0628\u0644 \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0628\u062f\u0631\u062c\u0629 \u0639\u0627\u0644\u064a\u0629\u060c \u064a\u062a\u0637\u0644\u0628 \u062a\u0643\u0648\u064a\u0646\u064b\u0627<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0646\u0627\u0633\u0628 \u0628\u0634\u0643\u0644 \u0623\u0633\u0627\u0633\u064a\u060c \u062c\u064a\u062f \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0641\u064a \u0627\u0644\u0648\u0644\u0627\u064a\u0627\u062a \u0627\u0644\u0645\u062a\u062d\u062f\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0642\u0648\u064a\u0629 \u0644\u0644\u0627\u0645\u062a\u062b\u0627\u0644<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0627\u0644\u062e\u064a\u0627\u0631 \u0627\u0644\u062f\u0627\u062e\u0644\u064a<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0646\u0639\u0645<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0644\u0627 \u064a\u0648\u062c\u062f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0644\u0627 \u064a\u0648\u062c\u062f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0646\u0639\u0645<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u062a\u0643\u0627\u0645\u0644<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0645\u0637\u0644\u0648\u0628<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0645\u0637\u0644\u0648\u0628<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0645\u0637\u0644\u0648\u0628<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-deep-dive-the-best-all-in-one-crm-platforms\">\u0627\u0644\u063a\u0648\u0635 \u0627\u0644\u0639\u0645\u064a\u0642: \u0623\u0641\u0636\u0644 \u0645\u0646\u0635\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-investglass-the-swiss-army-knife-for-banking-amp-wealth-management\">\u0627\u0646\u0641\u0633\u062a\u062c\u0644\u0627\u0633: \u0627\u0644\u0633\u0643\u064a\u0646 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a \u0644\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<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u062a\u062a\u0645\u064a\u0632 InvestGlass \u0643\u0645\u0646\u0635\u0629 \u0634\u0627\u0645\u0644\u0629 \u0648\u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0641\u0631\u064a\u062f\u0629 \u0645\u0646 \u0646\u0648\u0639\u0647\u0627\u060c \u0635\u0645\u0645\u062a\u0647\u0627 \u0646\u062e\u0628\u0629 \u0645\u0646 \u0627\u0644\u062e\u0628\u0631\u0627\u0621 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u064a\u0646 \u0644\u0644\u0635\u0646\u0627\u0639\u0629 \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0639\u0644\u0649 \u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u0639\u0627\u0644\u0645. \u0628\u0635\u0641\u062a\u0647\u0627 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 (CRM) \u0645\u0648\u062b\u0648\u0642 \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646\u060c \u062a\u0648\u0641\u0631 InvestGlass \u0623\u0645\u0627\u0646\u0627\u064b \u0642\u0648\u064a\u0627\u064b\u060c \u0648\u062a\u0636\u0645\u0646 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u060c \u0648\u062a\u0642\u062f\u0645 \u0633\u0647\u0648\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645\u060c \u0645\u0645\u0627 \u064a\u062c\u0639\u0644\u0647\u0627 \u062e\u064a\u0627\u0631\u0627\u064b \u0645\u062b\u0627\u0644\u064a\u0627\u064b \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u0628\u062d\u062b \u0639\u0646 \u062d\u0644\u0648\u0644 \u064a\u0645\u0643\u0646 \u0627\u0644\u0627\u0639\u062a\u0645\u0627\u062f \u0639\u0644\u064a\u0647\u0627 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0639\u0644\u0649 \u0639\u0643\u0633 \u0627\u0644\u0639\u062f\u064a\u062f \u0645\u0646 \u0645\u0646\u0627\u0641\u0633\u064a\u0647\u0627\u060c \u0644\u0645 \u064a\u062a\u0645 \u062a\u0643\u064a\u064a\u0641 InvestGlass \u0645\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0639\u0627\u0645\u061b \u0628\u0644 \u062a\u0645 \u062a\u0635\u0648\u0631\u0647 \u0648\u0628\u0646\u0627\u0624\u0647 \u0645\u0646 \u0627\u0644\u0635\u0641\u0631 \u0645\u0646 \u0642\u0628\u0644 \u0645\u062a\u062e\u0635\u0635\u064a\u0646 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id=\"h-key-features-for-banks-amp-wealth-managers\">\u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u0644\u0628\u0646\u0648\u0643 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a:<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u064a\u0632\u0627\u062a InvestGlass \u0648\u0627\u0633\u0639\u0629 \u0648\u0639\u0645\u064a\u0642\u0629\u060c \u062a\u063a\u0637\u064a \u062f\u0648\u0631\u0629 \u062d\u064a\u0627\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0627\u0644\u0643\u0627\u0645\u0644. \u062a\u0628\u062f\u0623 \u0628\u0645\u0646\u0635\u0629 \u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0628\u0627\u0644\u0643\u0627\u0645\u0644 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a3%d9%81%d8%b6%d9%84-%d8%a7%d9%84%d9%85%d9%85%d8%a7%d8%b1%d8%b3%d8%a7%d8%aa-%d8%a7%d9%84%d8%aa%d9%8a-%d9%8a%d8%aa%d8%a8%d8%b9%d9%87%d8%a7-%d8%a7%d9%84%d9%85%d8%b3%d8%aa%d8%ab%d9%85%d8%b1%d9%88\/\" target=\"_self\">\u0627\u0644\u062a\u0647\u064a\u0626\u0629 \u0627\u0644\u0631\u0642\u0645\u064a\u0629<\/a> \u0648\u062d\u062f\u0629 \u062a\u062d\u0648\u0644 \u0639\u0645\u0644\u064a\u0629 \u062a\u0642\u0644\u064a\u062f\u064a\u0629 \u0645\u0639\u0642\u062f\u0629 \u0625\u0644\u0649 \u062a\u062c\u0631\u0628\u0629 \u0631\u0642\u0645\u064a\u0629 \u0633\u0644\u0633\u0629. \u0627\u0644\u0623\u0635\u0644\u064a\u0629 \u0644\u0644\u0645\u0646\u0635\u0629 <a rel=\"noopener noreferrer\" 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=\"_self\">\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0641\u0638\u0629<\/a> \u0642\u062f\u0631\u0627\u062a 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id=\"h-2-salesforce-financial-services-cloud-the-enterprise-powerhouse\">2. \u0633\u064a\u0644\u0632 \u0641\u0648\u0631\u0633 \u0641\u0627\u064a\u0646\u0627\u0646\u0634\u0627\u0644 \u0633\u064a\u0631\u0641\u064a\u0633\u0632 \u0643\u0644\u0627\u0648\u062f: \u0627\u0644\u0642\u0648\u0629 \u0627\u0644\u0636\u0627\u0631\u0628\u0629 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u062a\u064f\u0639\u062f Salesforce \u0627\u0644\u0639\u0645\u0644\u0627\u0642 \u0628\u0644\u0627 \u0645\u0646\u0627\u0632\u0639 \u0641\u064a \u0639\u0627\u0644\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)\u060c \u0648\u064a\u064f\u0639\u062f Financial Services Cloud (FSC) \u0627\u0644\u062e\u0627\u0635 \u0628\u0647\u0627 \u062d\u0644\u0627\u064b \u0642\u0648\u064a\u0627\u064b \u0648\u0645\u062e\u0635\u0635\u0627\u064b \u0644\u0644\u0635\u0646\u0627\u0639\u0629 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\u062a\u0642\u062f\u0645 \u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0645\u062a\u0642\u062f\u0645\u0629\u060c \u0648\u0623\u0645\u0646\u064b\u0627 \u0642\u0648\u064a\u064b\u0627\u060c \u0648\u0642\u062f\u0631\u0627\u062a \u062a\u0643\u0627\u0645\u0644 \u0645\u0635\u0645\u0645\u0629 \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u0644\u0628\u0646\u0648\u0643 \u0648\u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0643\u0628\u064a\u0631\u0629. \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u0643\u0628\u064a\u0631\u0629 \u0648\u0627\u0644\u0639\u0627\u0644\u0645\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u062a\u0637\u0644\u0628 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u062e\u062f\u0645\u0629 \u0623\u0642\u0633\u0627\u0645 \u0645\u062a\u0639\u062f\u062f\u0629\u060c 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\u0627\u0644\u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0627\u0644\u062c\u0627\u0647\u0632\u0629 \u0627\u0644\u062a\u064a \u064a\u0645\u0643\u0646\u0647\u0627 \u062a\u0648\u0633\u064a\u0639 \u0648\u0638\u0627\u0626\u0641 FSC \u0641\u064a \u0623\u064a \u0627\u062a\u062c\u0627\u0647 \u062a\u0642\u0631\u064a\u0628\u064b\u0627\u060c \u0645\u0646 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0648\u0627\u0644\u062a\u062e\u0637\u064a\u0637 \u0627\u0644\u0645\u0627\u0644\u064a \u0625\u0644\u0649 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0648\u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u062a\u0633\u0648\u064a\u0642. \u064a\u0633\u0645\u062d \u0647\u0630\u0627 \u0627\u0644\u0646\u0647\u062c \u0627\u0644\u0628\u064a\u0626\u064a \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0628\u0628\u0646\u0627\u0621 \u062d\u0644 \"\u0627\u0644\u0623\u0641\u0636\u0644 \u0641\u064a \u0641\u0626\u062a\u0647\" \u0641\u0648\u0642 \u0645\u0646\u0635\u0629 Salesforce \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629. \u0639\u0644\u0627\u0648\u0629 \u0639\u0644\u0649 \u0630\u0644\u0643\u060c \u064a\u0648\u0641\u0631 \u0627\u0633\u062a\u062b\u0645\u0627\u0631 Salesforce \u0641\u064a \u0645\u062d\u0631\u0643 Einstein AI \u0627\u0644\u062e\u0627\u0635 \u0628\u0647\u0627 \u0637\u0628\u0642\u0629 \u0642\u0648\u064a\u0629 \u0645\u0646 \u0627\u0644\u0630\u0643\u0627\u0621\u060c \u0645\u0639 \u0645\u064a\u0632\u0627\u062a \u0645\u062b\u0644 \u0627\u0644\u062a\u0646\u0628\u0624 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d9%85%d8%a7-%d9%87%d9%88-%d9%86%d9%85%d9%88%d8%b0%d8%ac-%d8%aa%d8%b3%d8%ac%d9%8a%d9%84-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d8%a7%d9%84%d9%85%d8%ad%d8%aa%d9%85%d9%84%d9%8a%d9%86\/\" target=\"_self\">\u062a\u0633\u062c\u064a\u0644 \u0627\u0644\u0646\u0642\u0627\u0637 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629<\/a>, \u060c \u0648\u062a\u0648\u0635\u064a\u0627\u062a \u0627\u0644\u0625\u062c\u0631\u0627\u0621 \u0627\u0644\u0623\u0641\u0636\u0644 \u0627\u0644\u062a\u0627\u0644\u064a\u060c \u0648\u0631\u0624\u0649 \u0622\u0644\u064a\u0629 \u064a\u0645\u0643\u0646\u0647\u0627 \u0645\u0633\u0627\u0639\u062f\u0629 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0641\u064a \u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0639\u0631\u0636\u064a\u0646 \u0644\u0644\u062e\u0637\u0631 \u0648\u0643\u0634\u0641 \u0641\u0631\u0635 \u062c\u062f\u064a\u062f\u0629 \u0644\u0644\u0646\u0645\u0648.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-features-for-banks-amp-wealth-managers-0\">\u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u0644\u0628\u0646\u0648\u0643 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a:<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u062a\u0642\u062f\u0645 FSC \u0645\u062c\u0645\u0648\u0639\u0629 \u063a\u0646\u064a\u0629 \u0645\u0646 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0645\u0635\u0645\u0645\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0639\u0644\u0649 \u0646\u0637\u0627\u0642 \u0648\u0627\u0633\u0639.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u062a\u0636\u0645\u0646 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u0640 FSC \u0646\u0645\u0648\u0630\u062c\u064b\u0627 \u0634\u0627\u0645\u0644\u0627\u064b \u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0623\u0634\u062e\u0627\u0635 \u0648\u0627\u0644\u0623\u0633\u0631 \u064a\u0633\u0645\u062d \u0628\u0631\u0633\u0645 \u062e\u0631\u0627\u0626\u0637 \u0644\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0623\u0633\u0631\u064a\u0629 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\u0643\u0627\u0645\u0644\u0627\u064b \u062c\u0627\u0647\u0632\u064b\u0627. \u064a\u062c\u0628 \u0625\u0636\u0627\u0641\u0629 \u0627\u0644\u0639\u062f\u064a\u062f \u0645\u0646 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0623\u0635\u0644\u064a\u0629 \u0644\u0645\u0646\u0635\u0629 \u0634\u0627\u0645\u0644\u0629 \u0645\u062b\u0644 InvestGlass\u060c \u0645\u062b\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0648\u0627\u0644\u062a\u0642\u0627\u0631\u064a\u0631 \u0639\u0646 \u0627\u0644\u0623\u062f\u0627\u0621 \u0648\u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 \u0622\u0645\u0646\u0629\u060c \u0625\u0644\u0649 FSC \u0639\u0628\u0631 \u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0645\u0646 \u062c\u0647\u0627\u062a \u062e\u0627\u0631\u062c\u064a\u0629 \u0645\u0646 AppExchange \u0623\u0648 \u0639\u0628\u0631 \u062a\u0637\u0648\u064a\u0631 \u0645\u062e\u0635\u0635. \u064a\u0648\u0641\u0631 \u0647\u0630\u0627 \u0627\u0644\u0646\u0647\u062c \u2018\u062d\u0633\u0628 \u0627\u0644\u0637\u0644\u0628\u2019 \u0627\u0644\u0645\u0631\u0648\u0646\u0629\u060c \u0648\u0644\u0643\u0646\u0647 \u064a\u0642\u062f\u0645 \u0623\u064a\u0636\u064b\u0627 \u062a\u0639\u0642\u064a\u062f\u064b\u0627 \u0648\u062a\u0643\u0644\u0641\u0629 \u0643\u0628\u064a\u0631\u0629\u060c \u0645\u0645\u0627 \u064a\u062c\u0639\u0644 \u0627\u0644\u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0634\u0627\u0645\u0644 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a7%d9%84%d9%85%d9%82%d8%a7%d8%b1%d9%86%d8%a9-%d8%a7%d9%84%d9%86%d9%87%d8%a7%d8%a6%d9%8a%d8%a9-%d8%a8%d9%8a%d9%86-%d8%a3%d9%81%d8%b6%d9%84-%d9%85%d9%8a%d8%b2%d8%a7%d8%aa-%d8%a3%d8%af%d9%88%d8%a7\/\" target=\"_self\">\u0645\u0642\u0627\u0631\u0646\u0629 \u0628\u0631\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/a> \u0636\u0631\u0648\u0631\u064a \u0644\u0623\u064a \u0645\u0624\u0633\u0633\u0629 \u062a\u0641\u0643\u0631 \u0641\u064a \u0647\u0630\u0627 \u0627\u0644\u0645\u0633\u0627\u0631. \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0623\u0648\u0644\u0626\u0643 \u0627\u0644\u0630\u064a\u0646 \u064a\u062e\u0634\u0648\u0646 \u0627\u0644\u062a\u0639\u0642\u064a\u062f \u0648\u0627\u0644\u062a\u0643\u0644\u0641\u0629\u060c \u064a\u0633\u062a\u0643\u0634\u0641\u0648\u0646 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a3%d9%81%d8%b6%d9%84-10-%d8%ad%d9%84%d9%88%d9%84-%d8%a8%d8%af%d9%8a%d9%84%d8%a9-%d9%84%d9%82%d9%88%d8%a9-%d8%a7%d9%84%d9%85%d8%a8%d9%8a%d8%b9%d8%a7%d8%aa-%d9%84%d8%b9%d8%a7%d9%85-2025\/\" target=\"_self\">\u0628\u062f\u064a\u0644 \u0642\u0648\u0629 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a<\/a> \u062e\u0637\u0648\u0629 \u062d\u0643\u064a\u0645\u0629.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-limitations-to-consider\">\u0627\u0644\u0642\u064a\u0648\u062f \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u0645\u0631\u0627\u0639\u0627\u062a\u0647\u0627:<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0623\u062a\u064a \u0642\u0648\u0629 Salesforce \u0628\u062a\u0643\u0644\u0641\u0629\u060c \u0633\u0648\u0627\u0621 \u0645\u0646 \u062d\u064a\u062b \u0631\u0633\u0648\u0645 \u0627\u0644\u062a\u0631\u062e\u064a\u0635 \u0623\u0648 \u062a\u0639\u0642\u064a\u062f \u0627\u0644\u062a\u0646\u0641\u064a\u0630.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0627\u0644\u0639\u064a\u0628 \u0627\u0644\u0623\u0643\u0628\u0631 \u0641\u064a FSC \u0647\u0648 \u062a\u0643\u0644\u0641\u0629 \u0627\u0644\u0645\u0644\u0643\u064a\u0629 \u0627\u0644\u0625\u062c\u0645\u0627\u0644\u064a\u0629 (TCO). \u0631\u0633\u0648\u0645 \u0627\u0644\u062a\u0631\u062e\u064a\u0635 \u0644\u0643\u0644 \u0645\u0633\u062a\u062e\u062f\u0645 \u0644\u0644\u0645\u0646\u0635\u0629 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0647\u064a \u0628\u0627\u0644\u0641\u0639\u0644 \u0641\u064a \u0627\u0644\u0637\u0631\u0641 \u0627\u0644\u0623\u0639\u0644\u0649 \u0645\u0646 \u0627\u0644\u0633\u0648\u0642\u060c \u0648\u0644\u0643\u0646 \u0627\u0644\u062a\u0643\u0627\u0644\u064a\u0641 \u0627\u0644\u062d\u0642\u064a\u0642\u064a\u0629 \u062a\u0643\u0645\u0646 \u0641\u064a \u0627\u0644\u062a\u0646\u0641\u064a\u0630\u060c \u0627\u0644\u062a\u062e\u0635\u064a\u0635\u060c \u0648\u0627\u0644\u0635\u064a\u0627\u0646\u0629 \u0627\u0644\u0645\u0633\u062a\u0645\u0631\u0629 \u0644\u0644\u0646\u0638\u0627\u0645. \u064a\u062a\u0637\u0644\u0628 \u062a\u0646\u0641\u064a\u0630 FSC \u0646\u0627\u062c\u062d \u062a\u0642\u0631\u064a\u0628\u064b\u0627 \u0641\u0631\u064a\u0642\u064b\u0627 \u0645\u0646 \u0645\u0633\u062a\u0634\u0627\u0631\u064a \u0648\u0645\u0637\u0648\u0631\u064a Salesforce \u0627\u0644\u0645\u0639\u062a\u0645\u062f\u064a\u0646 \u0630\u0648\u064a \u0627\u0644\u062a\u0643\u0644\u0641\u0629 \u0627\u0644\u0639\u0627\u0644\u064a\u0629. \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u062a\u0631\u0627\u0643\u0645 \u062a\u0643\u0627\u0644\u064a\u0641 \u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0627\u0644\u0637\u0631\u0641 \u0627\u0644\u062b\u0627\u0644\u062b \u0645\u0646 AppExchange \u0628\u0633\u0631\u0639\u0629 \u0623\u064a\u0636\u064b\u0627. \u0639\u0644\u0627\u0648\u0629 \u0639\u0644\u0649 \u0630\u0644\u0643\u060c \u0641\u0625\u0646 \u0627\u0644\u0627\u0639\u062a\u0645\u0627\u062f \u0639\u0644\u0649 \u0628\u0646\u064a\u0629 \u0645\u0639\u0645\u0627\u0631\u064a\u0629 \u0645\u062a\u0639\u062f\u062f\u0629 \u0627\u0644\u0645\u0648\u0631\u062f\u064a\u0646 \u0648\u062a\u0639\u062a\u0645\u062f \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631 \u0639\u0644\u0649 \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0624\u062f\u064a \u0625\u0644\u0649 \u062a\u062c\u0631\u0628\u0629 \u0645\u0633\u062a\u062e\u062f\u0645 \u0645\u062c\u0632\u0623\u0629 \u0648\u062d\u0645\u0644 \u0625\u062f\u0627\u0631\u064a \u0643\u0628\u064a\u0631 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u0648\u0631\u062f\u064a\u0646. \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0639\u062f\u064a\u062f \u0645\u0646 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a\u060c \u0647\u0646\u0627\u0643 \u0623\u064a\u0636\u064b\u0627 \u0645\u0646\u062d\u0646\u0649 \u062a\u0639\u0644\u0645 \u062d\u0627\u062f\u060c \u062d\u064a\u062b \u0623\u0646 Salesforce Financial Services Cloud \u0645\u0639\u0642\u062f \u0648\u0635\u0639\u0628 \u0639\u0644\u0649 \u0627\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u064a\u0646 \u0627\u0644\u062c\u062f\u062f \u0625\u062a\u0642\u0627\u0646\u0647. \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0635\u063a\u064a\u0631\u0629\u060c \u0623\u0648 \u062d\u062a\u0649 \u0627\u0644\u0643\u0628\u064a\u0631\u0629 \u0627\u0644\u062a\u064a \u062a\u0639\u0637\u064a \u0627\u0644\u0623\u0648\u0644\u0648\u064a\u0629 \u0644\u0644\u0643\u0641\u0627\u0621\u0629 \u0648\u062a\u0643\u0644\u0641\u0629 \u0645\u0644\u0643\u064a\u0629 \u0623\u0642\u0644\u060c \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0648\u0646 \u062a\u0639\u0642\u064a\u062f\u0627\u062a FSC \u0648\u062a\u0643\u0644\u0641\u062a\u0647\u0627 \u062d\u0627\u062c\u0632\u064b\u0627 \u0631\u0626\u064a\u0633\u064a\u064b\u0627. \u0625\u0646\u0647 \u062d\u0644 \u0642\u0648\u064a\u060c \u0648\u0644\u0643\u0646\u0647 \u0644\u064a\u0633 \u0644\u0644\u0645\u062a\u0631\u062f\u062f\u064a\u0646 \u0623\u0648 \u0645\u062d\u062f\u0648\u062f\u064a \u0627\u0644\u0645\u064a\u0632\u0627\u0646\u064a\u0629.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-wealthbox-the-modern-crm-for-financial-advisors\">3. Wealthbox: \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062d\u062f\u064a\u062b \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0627\u0643\u062a\u0633\u0628\u062a Wealthbox \u0633\u0645\u0639\u0629 \u0642\u0648\u064a\u0629 \u0644\u062f\u0649 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646 \u0644\u0648\u0627\u062c\u0647\u0629\u0647\u0627 \u0627\u0644\u062d\u062f\u064a\u062b\u0629 \u0648\u0627\u0644\u0628\u062f\u064a\u0647\u064a\u0629 \u0648\u0633\u0647\u0648\u0644\u0629 \u0627\u0633\u062a\u062e\u062f\u0627\u0645\u0647\u0627.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0643\u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u062a\u0645 \u062a\u0635\u0645\u064a\u0645 Wealthbox \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0633\u062a\u0642\u0644\u064a\u0646 \u0648\u0645\u0633\u062a\u0634\u0627\u0631\u064a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u0645\u0633\u062c\u0644\u064a\u0646 (RIAs)\u060c \u0648\u0627\u0644\u0645\u0647\u0646\u064a\u064a\u0646 \u0623\u0648 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0645\u0631\u062e\u0635\u0629 \u0627\u0644\u0630\u064a\u0646 \u064a\u0642\u062f\u0645\u0648\u0646 \u0627\u0633\u062a\u0634\u0627\u0631\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0648\u064a\u062f\u064a\u0631\u0648\u0646 \u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u0642\u0627\u0628\u0644 \u0631\u0633\u0648\u0645\u060c \u0648\u064a\u062e\u0636\u0639\u0648\u0646 \u0644\u0644\u0631\u0642\u0627\u0628\u0629 \u0645\u0646 \u0642\u0628\u0644 \u0647\u064a\u0626\u0629 \u0627\u0644\u0623\u0648\u0631\u0627\u0642 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0648\u0627\u0644\u0628\u0648\u0631\u0635\u0627\u062a (SEC) \u0623\u0648 \u0627\u0644\u0633\u0644\u0637\u0627\u062a \u0627\u0644\u062d\u0643\u0648\u0645\u064a\u0629\u060c \u0648\u062a\u0642\u062f\u0645 \u0645\u064a\u0632\u0627\u062a \u062a\u062f\u0639\u0645 \u0645\u0645\u0627\u0631\u0633\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u0634\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u0624\u0647\u0644\u0629 \u0644\u0644\u0645\u0633\u062a\u0642\u0628\u0644. \u062a\u0645 \u062a\u0635\u0645\u064a\u0645\u0647 \u0645\u0639 \u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0627\u0644\u0634\u062f\u064a\u062f \u0639\u0644\u0649 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u060c \u0648\u062a\u0642\u062f\u0645 Wealthbox \u0646\u0633\u0645\u0629 \u0645\u0646\u0639\u0634\u0629 \u0641\u064a \u0633\u0648\u0642 \u062a\u0647\u064a\u0645\u0646 \u0639\u0644\u064a\u0647 \u063a\u0627\u0644\u0628\u064b\u0627 \u0648\u0627\u062c\u0647\u0627\u062a \u0645\u0639\u0642\u062f\u0629 \u0648\u0642\u062f\u064a\u0645\u0629. \u0625\u0646\u0647\u0627 \u0648\u0627\u062c\u0647\u0629 \u0645\u0635\u0645\u0645\u0629 \u0628\u0634\u0643\u0644 \u062c\u0645\u064a\u0644\u060c \u0633\u0647\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645\u060c \u0648\u0628\u0633\u064a\u0637\u0629.<a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%a7%d8%b3%d8%aa%d8%ae%d8%af%d8%a7%d9%85-%d9%86%d8%b8%d8%a7%d9%85-%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84\/\" target=\"_self\">\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/a> \u0648\u0647\u0648 \u0645\u0635\u0645\u0645 \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0645\u0633\u062a\u0634\u0627\u0631 \u0645\u0627\u0644\u064a \u062d\u062f\u064a\u062b. \u064a\u0648\u0641\u0631 \u0645\u062c\u0645\u0648\u0639\u0629 \u0642\u0648\u064a\u0629 \u0645\u0646 \u0645\u064a\u0632\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0627\u0644\u0642\u0648\u064a\u0629\u060c \u0648\u062a\u0644\u0642\u0627\u0626\u064a\u0629 \u0627\u0644\u0645\u0647\u0627\u0645 \u0648\u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644 \u0627\u0644\u0642\u0648\u064a\u0629\u060c \u0648\u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u0646 \u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u062a\u0639\u0627\u0648\u0646\u064a\u0629 \u0645\u062b\u0644 \u062a\u064a\u0627\u0631\u0627\u062a \u0627\u0644\u0646\u0634\u0627\u0637 \u0648\u0627\u0644\u062a\u0642\u0648\u064a\u0645\u0627\u062a \u0627\u0644\u0645\u0634\u062a\u0631\u0643\u0629 \u0627\u0644\u062a\u064a \u062a\u062c\u0639\u0644\u0647 \u062e\u064a\u0627\u0631\u064b\u0627 \u0645\u0645\u062a\u0627\u0632\u064b\u0627 \u0644\u0641\u0631\u0642 \u0627\u0644\u0627\u0633\u062a\u0634\u0627\u0631\u0627\u062a. \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u062c\u062f\u064b\u0627 \u0641\u0647\u0645 \u0623\u0646 Wealthbox \u0647\u0648 \u0644\u0627\u0639\u0628 \u0645\u062a\u062e\u0635\u0635. \u062a\u0645 \u062a\u0635\u0645\u064a\u0645\u0647\u060c \u0648\u064a\u062a\u0641\u0648\u0642 \u0641\u064a\u060c \u062a\u0644\u0628\u064a\u0629 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 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\u0627\u0644\u062a\u0639\u0627\u0648\u0646\u064a \u0645\u064a\u0632\u0629 \u0628\u0627\u0631\u0632\u0629\u060c \u062d\u064a\u062b \u062a\u0648\u0641\u0631 \u0645\u0631\u0643\u0632\u064b\u0627 \u0645\u0631\u0643\u0632\u064a\u064b\u0627 \u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u0641\u0631\u064a\u0642 \u0648\u062a\u0636\u0645\u0646 \u0623\u0646 \u0627\u0644\u062c\u0645\u064a\u0639 \u0639\u0644\u0649 \u0646\u0641\u0633 \u0627\u0644\u0635\u0641\u062d\u0629. \u062a\u0641\u062a\u062e\u0631 Wealthbox \u0623\u064a\u0636\u064b\u0627 \u0628\u0648\u0627\u062d\u062f\u0629 \u0645\u0646 \u0623\u0641\u0636\u0644 \u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0627\u0644\u0623\u062c\u0647\u0632\u0629 \u0627\u0644\u0645\u062d\u0645\u0648\u0644\u0629 \u0641\u064a \u0627\u0644\u0635\u0646\u0627\u0639\u0629\u060c \u0645\u0645\u0627 \u064a\u062a\u064a\u062d \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646\u0648\u0627 \u0645\u0646\u062a\u062c\u064a\u0646 \u0645\u0646 \u0623\u064a \u0645\u0643\u0627\u0646. \u0641\u064a \u062d\u064a\u0646 \u0623\u0646\u0647\u0627 \u0644\u0627 \u062a\u062d\u062a\u0648\u064a \u0639\u0644\u0649 \u0623\u062f\u0648\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0623\u0648 \u0627\u0644\u062a\u062e\u0637\u064a\u0637 \u0627\u0644\u0645\u0627\u0644\u064a \u0627\u0644\u0623\u0635\u0644\u064a\u0629 \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0647\u0627\u060c \u0625\u0644\u0627 \u0623\u0646 \u0644\u062f\u064a\u0647\u0627 \u0646\u0638\u0627\u0645\u064b\u0627 \u0628\u064a\u0626\u064a\u064b\u0627 \u0643\u0628\u064a\u0631\u064b\u0627 \u0648\u0645\u062a\u0646\u0627\u0645\u064a\u064b\u0627 \u0645\u0646 \u0627\u0644\u062a\u0643\u0627\u0645\u0644\u0627\u062a \u0645\u0639 \u0645\u0632\u0648\u062f\u064a Wealthtech \u0627\u0644\u0645\u0634\u0647\u0648\u0631\u064a\u0646 \u0627\u0644\u0622\u062e\u0631\u064a\u0646\u060c \u0645\u0645\u0627 \u064a\u062a\u064a\u062d \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0628\u0646\u0627\u0621 \u062d\u0644\u0647\u0645 \u0627\u0644\u062e\u0627\u0635 \u0627\u0644\u0623\u0641\u0636\u0644 \u0641\u064a \u0641\u0626\u062a\u0647.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-where-it-falls-short-for-banks\">\u0623\u064a\u0646 \u062a\u0641\u0634\u0644 \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0628\u0646\u0648\u0643:<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0631\u0643\u064a\u0632\u0647\u0627 \u0639\u0644\u0649 \u0627\u0644\u0628\u0633\u0627\u0637\u0629 \u064a\u0639\u0646\u064a \u0623\u0646\u0647\u0627 \u062a\u0641\u062a\u0642\u0631 \u0625\u0644\u0649 \u0627\u0644\u0639\u0645\u0642 \u0627\u0644\u0645\u0637\u0644\u0648\u0628 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0648\u0627\u0644\u0645\u0624\u0633\u0633\u064a\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0628\u064a\u0646\u0645\u0627 \u062a\u064f\u0639\u062f Wealthbox \u0623\u062f\u0627\u0621\u064b \u0646\u062c\u0645\u064a\u064b\u0627 \u0641\u064a \u0645\u062c\u0627\u0644\u0647\u0627\u060c \u0641\u0625\u0646 \u0646\u0642\u0627\u0637 \u0642\u0648\u062a\u0647\u0627 \u0641\u064a \u0627\u0644\u0628\u0633\u0627\u0637\u0629 \u0648\u0633\u0647\u0648\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u062a\u0635\u0628\u062d \u0646\u0642\u0627\u0637 \u0636\u0639\u0641 \u0639\u0646\u062f \u0627\u0644\u0646\u0638\u0631 \u0625\u0644\u064a\u0647\u0627 \u0641\u064a \u0633\u064a\u0627\u0642 \u0628\u0646\u0643 \u0623\u0648 \u0634\u0631\u0643\u0629 \u0643\u0628\u064a\u0631\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0639\u0644\u0649 \u0627\u0644\u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u062f\u0648\u0644\u064a. \u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0644\u062f\u064a\u0647\u0627 \u0628\u062f\u0627\u0626\u064a\u0629 \u0648\u0645\u0648\u062c\u0647\u0629 \u0628\u0634\u0643\u0644 \u0623\u0633\u0627\u0633\u064a \u0646\u062d\u0648 \u0627\u0644\u0628\u064a\u0626\u0629 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629 \u0644\u0644\u0648\u0644\u0627\u064a\u0627\u062a \u0627\u0644\u0645\u062a\u062d\u062f\u0629\u060c \u0645\u0639 \u062f\u0639\u0645 \u0642\u0644\u064a\u0644 \u0623\u0648 \u0645\u0639\u062f\u0648\u0645 \u0644\u0644\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0644\u0640 MiFID II \u0641\u064a \u0623\u0648\u0631\u0648\u0628\u0627 \u0623\u0648 FINMA \u0641\u064a \u0633\u0648\u064a\u0633\u0631\u0627. \u0644\u0627 \u062a\u0648\u0641\u0631 \u0646\u0638\u0627\u0645\u064b\u0627 \u0623\u0635\u0644\u064a\u064b\u0627 \u0648\u0645\u062a\u0643\u0627\u0645\u0644\u064b\u0627 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638\u060c \u0648\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0647\u0627 \u0647\u064a \u0625\u0636\u0627\u0641\u0629 \u062d\u062f\u064a\u062b\u0629 \u0646\u0633\u0628\u064a\u064b\u0627 \u0648\u0623\u0633\u0627\u0633\u064a\u0629. \u062a\u0641\u062a\u0642\u0631 Wealthbox \u0623\u064a\u0636\u064b\u0627 \u0625\u0644\u0649 \u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0645\u062a\u062e\u0635\u0635\u0629 \u0641\u064a \u0627\u0644\u0635\u0646\u0627\u0639\u0629 \u0648\u0642\u062f\u0631\u0627\u062a \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0627\u0644\u062a\u064a \u062a\u0639\u062f \u0636\u0631\u0648\u0631\u064a\u0629 \u0644\u062a\u0639\u0632\u064a\u0632 \u0643\u0641\u0627\u0621\u0629 \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644 \u0648\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0641\u064a \u0642\u0637\u0627\u0639\u0627\u062a \u0627\u0644\u0628\u0646\u0648\u0643 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a. \u0642\u062f\u0631\u0627\u062a\u0647\u0627 \u0641\u064a \u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0623\u0633\u0631\u064a\u0629\u060c \u0628\u064a\u0646\u0645\u0627 \u062a\u0639\u0645\u0644 \u0628\u0634\u0643\u0644 \u062c\u064a\u062f \u0644\u0644\u0647\u064a\u0627\u0643\u0644 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0627\u0644\u0628\u0633\u064a\u0637\u0629\u060c \u062a\u0641\u062a\u0642\u0631 \u0625\u0644\u0649 \u0627\u0644\u062a\u0637\u0648\u0631 \u0644\u0644\u062a\u0639\u0627\u0645\u0644 \u0645\u0639 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0648\u0627\u0644\u0645\u062a\u0639\u062f\u062f\u0629 \u0627\u0644\u0637\u0628\u0642\u0627\u062a \u0627\u0644\u0634\u0627\u0626\u0639\u0629 \u0641\u064a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0627\u0644\u062e\u0627\u0635\u0629. \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0628\u0646\u0643 \u0623\u0648 \u0634\u0631\u0643\u0629 \u0643\u0628\u064a\u0631\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0641\u0625\u0646 Wealthbox \u0628\u0628\u0633\u0627\u0637\u0629 \u0644\u064a\u0633\u062a \u062e\u064a\u0627\u0631\u064b\u0627 \u0642\u0627\u0628\u0644\u0627\u064b \u0644\u0644\u062a\u0637\u0628\u064a\u0642\u061b \u0625\u0646\u0647\u0627 \u0645\u0634\u0631\u0637\u060c \u0648\u0644\u064a\u0633\u062a \u0633\u0643\u064a\u0646 \u0633\u0648\u064a\u0633\u0631\u064a \u0645\u062a\u0639\u062f\u062f \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645\u0627\u062a.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-creatio-the-process-automation-leader\">4. \u0643\u0631\u064a\u062a\u0634\u064a\u0648: \u0631\u0627\u0626\u062f\u0629 \u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Creatio \u0647\u064a \u0645\u0646\u0635\u0629 \u0641\u0631\u064a\u062f\u0629 \u062a\u062c\u0645\u0639 \u0628\u064a\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0642\u0648\u064a \u0648\u0645\u062d\u0631\u0643 \u0625\u062f\u0627\u0631\u0629 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0623\u0639\u0645\u0627\u0644 (BPM) \u0645\u0646\u062e\u0641\u0636 \u0627\u0644\u062a\u0639\u0644\u064a\u0645\u0627\u062a \u0627\u0644\u0628\u0631\u0645\u062c\u064a\u0629.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629<\/strong> \u064a\u0634\u064a\u0631 \u0625\u0644\u0649 \u0627\u0644\u0627\u0646\u0636\u0628\u0627\u0637 \u0648\u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u0629 \u0644\u0646\u0645\u0630\u062c\u0629 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0623\u0639\u0645\u0627\u0644 \u0648\u0623\u062a\u0645\u062a\u062a\u0647\u0627 \u0648\u062a\u0646\u0641\u064a\u0630\u0647\u0627 \u0648\u0627\u0644\u062a\u062d\u0643\u0645 \u0641\u064a\u0647\u0627 \u0648\u062a\u062d\u0633\u064a\u0646\u0647\u0627\u060c \u0645\u0645\u0627 \u064a\u0645\u0643\u0651\u0646 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0645\u0646 \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0648\u062a\u0643\u064a\u064a\u0641 \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644 \u0645\u0639 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0645\u062a\u063a\u064a\u0631\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0647\u0630\u0627 \u0627\u0644\u0645\u0632\u064a\u062c \u0627\u0644\u0641\u0631\u064a\u062f \u0645\u0646 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0648\u0625\u062f\u0627\u0631\u0629 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0623\u0639\u0645\u0627\u0644 (BPM) \u064a\u062c\u0639\u0644 Creatio \u062d\u0644\u0627\u064b \u0642\u0648\u064a\u0627\u064b \u0648\u0645\u0631\u0646\u0627\u064b \u0644\u0644\u063a\u0627\u064a\u0629 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0630\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629 \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0648\u0627\u0644\u0641\u0631\u064a\u062f\u0629. \u064a\u0648\u0641\u0631 \u0639\u0631\u0636 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0644\u0644\u0645\u0646\u0635\u0629 \u0623\u0633\u0627\u0633\u0627\u064b \u0645\u062a\u064a\u0646\u0627\u064b \u0644\u0644\u0648\u0638\u0627\u0626\u0641 \u0627\u0644\u062c\u0627\u0647\u0632\u0629 \u0644\u0644\u0639\u0645\u0644 \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\u060c \u0648\u0644\u0643\u0646 \u0645\u0627 \u064a\u0645\u064a\u0632\u0647\u0627 \u062d\u0642\u0627\u064b \u0647\u0648 \u0642\u062f\u0631\u062a\u0647\u0627 \u0639\u0644\u0649 \u0623\u062a\u0645\u062a\u0629 \u0648\u062a\u062d\u0633\u064a\u0646 \u0623\u064a \u0639\u0645\u0644\u064a\u0629 \u0639\u0645\u0644 \u062a\u0642\u0631\u064a\u0628\u0627\u064b. \u0628\u062f\u0621\u0627\u064b \u0645\u0646 \u0633\u064a\u0631 \u0639\u0645\u0644 \u0645\u0639\u0642\u062f \u0645\u062a\u0639\u062f\u062f \u0627\u0644\u0645\u0631\u0627\u062d\u0644 \u0644\u0627\u0633\u062a\u064a\u0639\u0627\u0628 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062c\u062f\u062f \u0648\u0635\u0648\u0644\u0627\u064b \u0625\u0644\u0649 \u0639\u0645\u0644\u064a\u0629 \u0645\u0639\u0642\u062f\u0629 \u0644\u0625\u0635\u062f\u0627\u0631 \u0627\u0644\u0642\u0631\u0648\u0636 \u0648\u0627\u0644\u0645\u0648\u0627\u0641\u0642\u0629 \u0639\u0644\u064a\u0647\u0627\u060c \u064a\u0648\u0641\u0631 \u0645\u062d\u0631\u0643 BPM \u0627\u0644\u062e\u0627\u0635 \u0628\u0640 Creatio \u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0644\u0646\u0645\u0630\u062c\u0629 \u0648\u062a\u0646\u0641\u064a\u0630 \u0648\u062a\u062d\u0644\u064a\u0644 \u0647\u0630\u0647 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0641\u064a \u0628\u064a\u0626\u0629 \u0628\u0635\u0631\u064a\u0629 \u0645\u0646\u062e\u0641\u0636\u0629 \u0627\u0644\u062a\u0639\u0644\u064a\u0645\u0627\u062a \u0627\u0644\u0628\u0631\u0645\u062c\u064a\u0629. \u0647\u0630\u0627 \u064a\u062c\u0639\u0644\u0647\u0627 \u062e\u064a\u0627\u0631\u0627\u064b \u062c\u0630\u0627\u0628\u0627\u064b \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u0628\u062f\u0623 \u0641\u064a \u0645\u0628\u0627\u062f\u0631\u0629 \u062a\u062d\u0648\u0644 \u0631\u0642\u0645\u064a 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\u0627\u0644\u0645\u064a\u0632\u0629 \u0627\u0644\u062a\u0646\u0627\u0641\u0633\u064a\u0629 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u0640 Creatio \u0647\u064a\u060c \u0628\u0644\u0627 \u0634\u0643\u060c \u0645\u062d\u0631\u0643 \u0625\u062f\u0627\u0631\u0629 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0623\u0639\u0645\u0627\u0644 (BPM) \u0645\u0646\u062e\u0641\u0636 \u0627\u0644\u062a\u0639\u0644\u064a\u0645\u0627\u062a \u0627\u0644\u0628\u0631\u0645\u062c\u064a\u0629. \u0647\u0630\u0647 \u0644\u064a\u0633\u062a \u0645\u062c\u0631\u062f \u0623\u062f\u0627\u0629 \u0628\u0646\u0627\u0621 \u062a\u062f\u0641\u0642\u0627\u062a \u0639\u0645\u0644 \u0628\u0633\u064a\u0637\u0629\u061b \u0625\u0646\u0647\u0627 \u0623\u062f\u0627\u0629 \u0642\u0648\u064a\u0629 \u0648\u0645\u062a\u0637\u0648\u0631\u0629 \u062a\u0633\u0645\u062d \u0644\u0645\u062d\u0644\u0644\u064a \u0627\u0644\u0623\u0639\u0645\u0627\u0644 \u0648\u0627\u0644\u0645\u0637\u0648\u0631\u064a\u0646 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\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0623\u0639\u0645\u0627\u0644 (BPM) \u0627\u0644\u062e\u0627\u0635 \u0628\u0647\u0627 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629. \u064a\u0645\u0643\u0646 \u0627\u0633\u062a\u062e\u062f\u0627\u0645\u0647 \u0644\u0628\u0646\u0627\u0621 \u062a\u062f\u0641\u0642\u0627\u062a \u0639\u0645\u0644 \u0645\u062e\u0635\u0635\u0629 \u0648\u0645\u0624\u062a\u0645\u062a\u0629 \u0644\u0644\u063a\u0627\u064a\u0629 \u0644\u0625\u0644\u062d\u0627\u0642 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646 \u0642\u0628\u0644 \u0627\u0644\u0639\u0645\u064a\u0644 (KYC) \u0648\u0645\u0643\u0627\u0641\u062d\u0629 \u063a\u0633\u064a\u0644 \u0627\u0644\u0623\u0645\u0648\u0627\u0644 (AML)\u060c \u0648\u0627\u062e\u062a\u0628\u0627\u0631 \u0627\u0644\u0645\u0644\u0627\u0621\u0645\u0629 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\u0644\u062f\u064a\u0647\u0627 \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0635\u0627\u0631\u0645\u0629 \u0644\u0625\u0642\u0627\u0645\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0623\u0648 \u0627\u0644\u0623\u0645\u0627\u0646. \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u0645\u0644\u0627\u062d\u0638\u0629 \u0623\u0646\u0647 \u0645\u062b\u0644 Salesforce\u060c \u0641\u0625\u0646 Creatio \u0647\u064a \u0645\u0646\u0635\u0629 \u063a\u0627\u0644\u0628\u064b\u0627 \u0645\u0627 \u062a\u062a\u0637\u0644\u0628 \u0642\u062f\u0631\u064b\u0627 \u0643\u0628\u064a\u0631\u064b\u0627 \u0645\u0646 \u0627\u0644\u062a\u0643\u0648\u064a\u0646 \u0648\u0639\u0645\u0644 \u0627\u0644\u062a\u0637\u0648\u064a\u0631 \u0644\u062a\u062d\u0642\u064a\u0642 \u062d\u0644 \u0634\u0627\u0645\u0644 \u062d\u0642\u064b\u0627. \u0625\u0646\u0647\u0627 \u0644\u064a\u0633\u062a \u0645\u0646 \u0627\u0644\u0646\u0648\u0639 \u0627\u0644\u0630\u064a \u062a\u062d\u0635\u0644 \u0639\u0644\u064a\u0647 \u0645\u0646 \u0627\u0644\u062d\u0644\u0648\u0644 \u0627\u0644\u062c\u0627\u0647\u0632\u0629 \u0648\u0627\u0644\u0645\u062a\u062e\u0635\u0635\u0629 \u0641\u064a \u0627\u0644\u0645\u062c\u0627\u0644 \u0627\u0644\u0645\u0627\u0644\u064a \u0645\u062b\u0644 InvestGlass.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-the-learning-curve\">\u0645\u0646\u062d\u0646\u0649 \u0627\u0644\u062a\u0639\u0644\u0645<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u062a\u0623\u062a\u064a \u0642\u0648\u0629 \u0645\u062d\u0631\u0643 \u0625\u062f\u0627\u0631\u0629 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0623\u0639\u0645\u0627\u0644 \u0641\u064a \u0643\u0631\u064a\u0634\u064a\u0648 \u0645\u0639 \u0645\u0646\u062d\u0646\u0649 \u062a\u0639\u0644\u0645 \u0623\u0643\u062b\u0631 \u0627\u0646\u062d\u062f\u0627\u0631\u064b\u0627.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0623\u062a\u064a \u0642\u0648\u0629 \u0648\u0645\u0631\u0648\u0646\u0629 \u0645\u062d\u0631\u0643 BPM \u0641\u064a Creatio \u0628\u062a\u0643\u0644\u0641\u0629. \u0641\u064a \u062d\u064a\u0646 \u0623\u0646 \u0645\u064a\u0632\u0627\u062a CRM \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0644\u0644\u0645\u0646\u0635\u0629 \u0648\u0627\u0636\u062d\u0629 \u0648\u0633\u0647\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0646\u0633\u0628\u064a\u064b\u0627\u060c \u0625\u0644\u0627 \u0623\u0646 \u0625\u062a\u0642\u0627\u0646 \u0645\u062d\u0631\u0643 BPM \u0645\u0646\u062e\u0641\u0636 \u0627\u0644\u062a\u0639\u0644\u064a\u0645\u0627\u062a \u0627\u0644\u0628\u0631\u0645\u062c\u064a\u0629 \u064a\u062a\u0637\u0644\u0628 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064b\u0627 \u0643\u0628\u064a\u0631\u064b\u0627 \u0641\u064a \u0627\u0644\u062a\u062f\u0631\u064a\u0628 \u0648\u0627\u0644\u062a\u0637\u0648\u064a\u0631. \u0644\u0644\u0627\u0633\u062a\u0641\u0627\u062f\u0629 \u0627\u0644\u0643\u0627\u0645\u0644\u0629 \u0645\u0646 \u0642\u0648\u0629 \u0627\u0644\u0645\u0646\u0635\u0629\u060c \u0633\u062a\u062d\u062a\u0627\u062c \u0627\u0644\u0645\u0624\u0633\u0633\u0629 \u0639\u0644\u0649 \u0627\u0644\u0623\u0631\u062c\u062d \u0625\u0644\u0649 \u0628\u0646\u0627\u0621 \u0641\u0631\u064a\u0642 \u0645\u062a\u062e\u0635\u0635 \u0645\u0646 \u0645\u062d\u0644\u0644\u064a \u0627\u0644\u0623\u0639\u0645\u0627\u0644 \u0648\u0627\u0644\u0645\u0637\u0648\u0631\u064a\u0646 \u0627\u0644\u0645\u0647\u0631\u0629 \u0641\u064a \u0646\u0645\u0630\u062c\u0629 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0648\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0623\u062f\u0648\u0627\u062a Creatio \u0645\u0646\u062e\u0641\u0636\u0629 \u0627\u0644\u062a\u0639\u0644\u064a\u0645\u0627\u062a \u0627\u0644\u0628\u0631\u0645\u062c\u064a\u0629. \u0647\u0630\u0627 \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u062c\u0639\u0644\u0647 \u062d\u0644\u0627\u064b \u0623\u0643\u062b\u0631 \u062a\u0639\u0642\u064a\u062f\u064b\u0627 \u0648\u064a\u062a\u0637\u0644\u0628 \u0645\u0648\u0627\u0631\u062f \u0645\u0643\u062b\u0641\u0629 \u0644\u0644\u062a\u0646\u0641\u064a\u0630 \u0648\u0627\u0644\u0635\u064a\u0627\u0646\u0629 \u0645\u0642\u0627\u0631\u0646\u0629\u064b \u0628\u062d\u0644 CRM \u0623\u0643\u062b\u0631 \u062c\u0627\u0647\u0632\u064a\u0629 \u0648\u0645\u062e\u0635\u0635\u064b\u0627 \u0644\u0644\u0635\u0646\u0627\u0639\u0629. \u0625\u0646\u0647 \u062d\u0644 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u062a\u064a \u0644\u062f\u064a\u0647\u0627 \u0642\u062f\u0631\u0627\u062a \u062a\u0642\u0646\u064a\u0629 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0642\u0648\u064a\u0629 \u062f\u0627\u062e\u0644\u064a\u064b\u0627 \u0648\u0631\u0624\u064a\u0629 \u0648\u0627\u0636\u062d\u0629 \u0644\u0643\u064a\u0641\u064a\u0629 \u0625\u0639\u0627\u062f\u0629 \u0647\u0646\u062f\u0633\u0629 \u0639\u0645\u0644\u064a\u0627\u062a\u0647\u0627 \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-the-right-crm-for-your-institution\">\u0643\u064a\u0641 \u062a\u062e\u062a\u0627\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0646\u0627\u0633\u0628 \u0644\u0645\u0624\u0633\u0633\u062a\u0643<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0639\u062f \u0627\u062e\u062a\u064a\u0627\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u062c\u062f\u064a\u062f \u0623\u062d\u062f \u0623\u0647\u0645 \u0627\u0644\u0642\u0631\u0627\u0631\u0627\u062a \u0627\u0644\u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0629 \u0627\u0644\u062a\u064a \u064a\u0645\u0643\u0646 \u0644\u0644\u0645\u0624\u0633\u0633\u0629 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u062a\u062e\u0627\u0630\u0647\u0627. \u064a\u0645\u0643\u0646 \u0644\u0644\u0645\u0646\u0635\u0629 \u0627\u0644\u0635\u062d\u064a\u062d\u0629 \u0623\u0646 \u062a\u0641\u062a\u062d \u0622\u0641\u0627\u0642\u064b\u0627 \u0644\u0644\u0646\u0645\u0648 \u0627\u0644\u0643\u0628\u064a\u0631\u060c \u0648\u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0643\u0641\u0627\u0621\u0629\u060c \u0648\u062a\u0639\u0632\u064a\u0632 \u0631\u0636\u0627 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0641\u064a \u062d\u064a\u0646 \u0623\u0646 \u0627\u0644\u0645\u0646\u0635\u0629 \u063a\u064a\u0631 \u0627\u0644\u0635\u062d\u064a\u062d\u0629 \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0624\u062f\u064a \u0625\u0644\u0649 \u0633\u0646\u0648\u0627\u062a \u0645\u0646 \u0627\u0644\u0625\u062d\u0628\u0627\u0637\u060c \u0648\u0627\u0644\u0645\u0648\u0627\u0631\u062f \u0627\u0644\u0645\u0647\u062f\u0631\u0629\u060c \u0648\u0627\u0644\u0641\u0631\u0635 \u0627\u0644\u0636\u0627\u0626\u0639\u0629. \u0639\u0644\u0649 \u0633\u0628\u064a\u0644 \u0627\u0644\u0645\u062b\u0627\u0644\u060c \u0642\u062f \u062a\u0623\u062e\u0630 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0643\u0628\u064a\u0631\u0629 \u0641\u064a \u0627\u0644\u0627\u0639\u062a\u0628\u0627\u0631 Oracle CRM\u060c \u0627\u0644\u0630\u064a \u064a\u0648\u0641\u0631 \u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0648\u0623\u0645\u0646\u064b\u0627 \u0648\u0625\u062f\u0627\u0631\u0629 \u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u062f\u0639\u0645 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0648\u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629. \u0644\u0644\u062a\u0646\u0642\u0644 \u0641\u064a \u0647\u0630\u0627 \u0627\u0644\u0642\u0631\u0627\u0631 \u0627\u0644\u0645\u0639\u0642\u062f\u060c \u0645\u0646 \u0627\u0644\u0636\u0631\u0648\u0631\u064a \u0627\u062a\u0628\u0627\u0639 \u0639\u0645\u0644\u064a\u0629 \u062a\u0642\u064a\u064a\u0645 \u0645\u0646\u0638\u0645\u0629 \u062a\u062a\u062c\u0627\u0648\u0632 \u0645\u062c\u0631\u062f \u0645\u0642\u0627\u0631\u0646\u0629 \u0627\u0644\u0645\u064a\u0632\u0627\u062a. \u0625\u0644\u064a\u0643 \u062e\u0645\u0633 \u062e\u0637\u0648\u0627\u062a \u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u062a\u0648\u062c\u064a\u0647 \u0645\u0624\u0633\u0633\u062a\u0643 \u0641\u064a \u0627\u062e\u062a\u064a\u0627\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0646\u0627\u0633\u0628.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-define-your-specific-needs\">1. \u062d\u062f\u062f \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a\u0643 \u0627\u0644\u0645\u062d\u062f\u062f\u0629<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0642\u0628\u0644 \u0623\u0646 \u062a\u062e\u062a\u0627\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0645\u0646\u0627\u0633\u0628\u060c \u064a\u062c\u0628 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0644\u062f\u064a\u0643 \u0641\u0647\u0645 \u0639\u0645\u064a\u0642 \u0644\u0645\u0627 \u062a\u062d\u062a\u0627\u062c\u0647 \u0645\u0646\u0647.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0627\u0628\u062f\u0623 \u0628\u062a\u0634\u0643\u064a\u0644 \u0641\u0631\u064a\u0642 \u0645\u062a\u0639\u062f\u062f \u0627\u0644\u0648\u0638\u0627\u0626\u0641 \u0645\u0646 \u0623\u0635\u062d\u0627\u0628 \u0627\u0644\u0645\u0635\u0644\u062d\u0629 \u0645\u0646 \u062c\u0645\u064a\u0639 \u0623\u0646\u062d\u0627\u0621 \u0627\u0644\u0645\u0624\u0633\u0633\u0629\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u0645\u062f\u064a\u0631\u064a \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a\u060c \u0648\u0645\u0633\u0624\u0648\u0644\u064a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644\u060c \u0648\u0645\u0648\u0638\u0641\u064a \u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a\u060c \u0648\u0627\u0644\u0642\u064a\u0627\u062f\u0629 \u0627\u0644\u062a\u0646\u0641\u064a\u0630\u064a\u0629. \u0642\u0645 \u0628\u0625\u062c\u0631\u0627\u0621 \u062a\u062d\u0644\u064a\u0644 \u0634\u0627\u0645\u0644 \u0644\u0639\u0645\u0644\u064a\u0627\u062a\u0643 \u0627\u0644\u062d\u0627\u0644\u064a\u0629 \u0648\u062d\u062f\u062f \u0646\u0642\u0627\u0637 \u0627\u0644\u0623\u0644\u0645 \u0648\u0627\u0644\u0627\u062e\u062a\u0646\u0627\u0642\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629. \u0647\u0644 \u064a\u0642\u0636\u064a \u0645\u062f\u064a\u0631\u0648 \u0639\u0644\u0627\u0642\u0627\u062a\u0643 \u0627\u0644\u0643\u062b\u064a\u0631 \u0645\u0646 \u0627\u0644\u0648\u0642\u062a \u0641\u064a \u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0625\u062f\u0627\u0631\u064a\u0629\u061f \u0647\u0644 \u064a\u0639\u062a\u0628\u0631 \u0625\u0639\u062f\u0627\u062f \u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0644\u062f\u064a\u0643 \u0639\u0645\u0644\u064a\u0629 \u064a\u062f\u0648\u064a\u0629 \u0648\u062a\u0633\u062a\u063a\u0631\u0642 \u0648\u0642\u062a\u064b\u0627 \u0637\u0648\u064a\u0644\u0627\u064b\u061f \u0647\u0644 \u062a\u0648\u0627\u062c\u0647 \u0635\u0639\u0648\u0628\u0629 \u0641\u064a \u0627\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0631\u0624\u064a\u0629 \u0634\u0627\u0645\u0644\u0629 \u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u062f\u064a\u0643\u061f \u0645\u0646 \u062e\u0644\u0627\u0644 \u062a\u062d\u062f\u064a\u062f \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a\u0643 \u0648\u0623\u0648\u0644\u0648\u064a\u0627\u062a\u0643 \u0628\u0648\u0636\u0648\u062d\u060c \u064a\u0645\u0643\u0646\u0643 \u0625\u0646\u0634\u0627\u0621 \u0648\u062b\u064a\u0642\u0629 \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0645\u0641\u0635\u0644\u0629 \u062a\u0639\u0645\u0644 \u0643\u062f\u0644\u064a\u0644 \u0644\u0643 \u0641\u064a \u062a\u0642\u064a\u064a\u0645 \u0627\u0644\u0628\u0627\u0626\u0639\u064a\u0646 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u064a\u0646. \u0647\u0630\u0647 \u062e\u0637\u0648\u0629 \u062d\u0627\u0633\u0645\u0629 \u0641\u064a \u0623\u064a <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a7%d9%84%d9%85%d9%82%d8%a7%d8%b1%d9%86%d8%a9-%d8%a7%d9%84%d9%86%d9%87%d8%a7%d8%a6%d9%8a%d8%a9-%d8%a8%d9%8a%d9%86-%d8%a3%d9%81%d8%b6%d9%84-%d9%85%d9%8a%d8%b2%d8%a7%d8%aa-%d8%a3%d8%af%d9%88%d8%a7\/\" target=\"_self\">\u0645\u0642\u0627\u0631\u0646\u0629 \u0628\u0631\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/a> \u0627\u0644\u0639\u0645\u0644\u064a\u0629.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-prioritise-data-security-and-sovereignty\">2. \u0625\u0639\u0637\u0627\u0621 \u0627\u0644\u0623\u0648\u0644\u0648\u064a\u0629 \u0644\u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0633\u064a\u0627\u062f\u062a\u0647\u0627<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0641\u064a \u0639\u0627\u0644\u0645 \u0627\u0644\u0645\u0627\u0644\u060c \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0647\u064a \u0623\u063a\u0644\u0649 \u0645\u0627 \u062a\u0645\u0644\u0643\u0647\u060c \u0648\u062d\u0645\u0627\u064a\u062a\u0647\u0627 \u0647\u064a \u0623\u0647\u0645 \u0645\u0633\u0624\u0648\u0644\u064a\u0627\u062a\u0643.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0639\u0646\u062f \u062a\u0642\u064a\u064a\u0645 \u0645\u0646\u0635\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)\u060c \u064a\u062c\u0628 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0633\u064a\u0627\u062f\u062a\u0647\u0627 \u0639\u0644\u0649 \u0631\u0623\u0633 \u0642\u0627\u0626\u0645\u0629 \u0623\u0648\u0644\u0648\u064a\u0627\u062a\u0643. \u0642\u0645 \u0628\u062a\u062f\u0642\u064a\u0642 \u0627\u0644\u0628\u0646\u064a\u0629 \u0627\u0644\u0623\u0645\u0646\u064a\u0629 \u0644\u0644\u0628\u0627\u0626\u0639\u060c \u0648\u0633\u064a\u0627\u0633\u0627\u062a \u062a\u0634\u0641\u064a\u0631 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0648\u0634\u0647\u0627\u062f\u0627\u062a \u0627\u0644\u0637\u0631\u0641 \u0627\u0644\u062b\u0627\u0644\u062b. \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u0639\u0645\u0644 \u0641\u064a \u0648\u0644\u0627\u064a\u0627\u062a \u0642\u0636\u0627\u0626\u064a\u0629 \u0630\u0627\u062a \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0625\u0642\u0627\u0645\u0629 \u0628\u064a\u0627\u0646\u0627\u062a \u0635\u0627\u0631\u0645\u0629\u060c \u0645\u062b\u0644 \u0633\u0648\u064a\u0633\u0631\u0627 \u0623\u0648 \u0627\u0644\u0627\u062a\u062d\u0627\u062f \u0627\u0644\u0623\u0648\u0631\u0648\u0628\u064a\u060c \u0641\u0625\u0646 \u0627\u0644\u0642\u062f\u0631\u0629 \u0639\u0644\u0649 \u0627\u0633\u062a\u0636\u0627\u0641\u0629 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0633\u062d\u0627\u0628\u0629 \u062e\u0627\u0635\u0629 \u0623\u0648 \u0645\u062d\u0644\u064a\u064b\u0627 \u0647\u064a \u0627\u0639\u062a\u0628\u0627\u0631 \u062d\u0627\u0633\u0645. \u0627\u0644\u0645\u0646\u0635\u0627\u062a \u0645\u062b\u0644 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a3%d9%81%d8%b6%d9%84-%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%81%d9%8a-%d8%a7%d9%84%d9%85%d9%88%d9%82%d8%b9-2023\/\" target=\"_self\">\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/a>, \u060c \u0645\u0639 \u062a\u0631\u0643\u064a\u0632\u0647\u0645 \u0627\u0644\u0642\u0648\u064a \u0639\u0644\u0649 \u0633\u064a\u0627\u062f\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629\u060c \u064a\u0642\u062f\u0645\u0648\u0646 \u0645\u0633\u062a\u0648\u0649 \u0645\u0646 \u0627\u0644\u062a\u062d\u0643\u0645 \u0648\u0631\u0627\u062d\u0629 \u0627\u0644\u0628\u0627\u0644 \u063a\u064a\u0631 \u0645\u062a\u0648\u0641\u0631 \u0628\u0628\u0633\u0627\u0637\u0629 \u0644\u062f\u0649 \u0627\u0644\u0639\u062f\u064a\u062f \u0645\u0646 \u0645\u0642\u062f\u0645\u064a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0633\u062d\u0627\u0628\u064a\u0629 \u0641\u064a \u0627\u0644\u0648\u0644\u0627\u064a\u0627\u062a \u0627\u0644\u0645\u062a\u062d\u062f\u0629.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-evaluate-integration-capabilities\">3. \u062a\u0642\u064a\u064a\u0645 \u0642\u062f\u0631\u0627\u062a \u0627\u0644\u062a\u0643\u0627\u0645\u0644<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0644\u0627 \u064a\u0648\u062c\u062f \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062e\u0627\u0635 \u0628\u0643 \u0641\u064a \u0641\u0631\u0627\u063a\u061b \u064a\u062c\u0628 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0642\u0627\u062f\u0631\u064b\u0627 \u0639\u0644\u0649 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0645\u0639 \u0623\u0646\u0638\u0645\u062a\u0643 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0627\u0644\u0623\u062e\u0631\u0649.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0639\u062a\u0645\u062f \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062d\u062f\u064a\u062b\u0629 \u0639\u0644\u0649 \u0645\u0646\u0638\u0648\u0645\u0629 \u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0629 \u0645\u0639\u0642\u062f\u0629\u060c \u062a\u0634\u0645\u0644 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638\u060c \u0648\u0645\u0646\u0635\u0627\u062a \u0627\u0644\u0623\u0639\u0645\u0627\u0644 \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629\u060c \u0648\u0628\u0631\u0627\u0645\u062c \u0627\u0644\u062a\u062e\u0637\u064a\u0637 \u0627\u0644\u0645\u0627\u0644\u064a. \u064a\u062c\u0628 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0630\u064a \u062a\u062e\u062a\u0627\u0631\u0647 \u0642\u0627\u062f\u0631\u064b\u0627 \u0639\u0644\u0649 \u0627\u0644\u0627\u0646\u062f\u0645\u0627\u062c \u0628\u0633\u0644\u0627\u0633\u0629 \u0645\u0639 \u0647\u0630\u0647 \u0627\u0644\u0623\u0646\u0638\u0645\u0629 \u0627\u0644\u062d\u0627\u0644\u064a\u0629 \u0644\u0625\u0646\u0634\u0627\u0621 \u0631\u0624\u064a\u0629 \u0645\u0648\u062d\u062f\u0629 \u0648\u0634\u0627\u0645\u0644\u0629 \u0644\u0644\u0639\u0645\u064a\u0644. \u0627\u0628\u062d\u062b \u0639\u0646 \u0645\u0646\u0635\u0629 \u062a\u062a\u0645\u062a\u0639 \u0628\u0648\u0627\u062c\u0647\u0629 \u0628\u0631\u0645\u062c\u0629 \u062a\u0637\u0628\u064a\u0642\u0627\u062a (API) \u0642\u0648\u064a\u0629 \u0648\u0645\u0648\u062b\u0642\u0629 \u062c\u064a\u062f\u064b\u0627\u060c \u0628\u0627\u0644\u0625\u0636\u0627\u0641\u0629 \u0625\u0644\u0649 \u062a\u0643\u0627\u0645\u0644\u0627\u062a \u0645\u0633\u0628\u0642\u0629 \u0627\u0644\u0635\u0646\u0639 \u0645\u0639 \u0627\u0644\u0623\u0646\u0638\u0645\u0629 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0633\u062a\u062e\u062f\u0645\u0647\u0627 \u0628\u0627\u0644\u0641\u0639\u0644. \u0633\u062a\u062c\u0639\u0644 \u0627\u0644\u0645\u0646\u0635\u0629 \u0630\u0627\u062a \u0627\u0644\u0628\u0646\u064a\u0629 \u0627\u0644\u0645\u0641\u062a\u0648\u062d\u0629 \u0645\u0646 \u0627\u0644\u0633\u0647\u0644 \u0648\u0627\u0644\u0623\u0642\u0644 \u062a\u0643\u0644\u0641\u0629 \u0628\u0646\u0627\u0621 \u0648\u0635\u064a\u0627\u0646\u0629 \u0647\u0630\u0647 \u0627\u0644\u062a\u0643\u0627\u0645\u0644\u0627\u062a \u0627\u0644\u0647\u0627\u0645\u0629 \u0639\u0644\u0649 \u0627\u0644\u0645\u062f\u0649 \u0627\u0644\u0637\u0648\u064a\u0644.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-consider-total-cost-of-ownership-tco\">\u0664. \u0636\u0639 \u0641\u064a \u0627\u0639\u062a\u0628\u0627\u0631\u0643 \u0627\u0644\u062a\u0643\u0644\u0641\u0629 \u0627\u0644\u0625\u062c\u0645\u0627\u0644\u064a\u0629 \u0644\u0644\u0645\u0644\u0643\u064a\u0629 (TCO)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0633\u0639\u0631 \u0645\u0644\u0635\u0642 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0647\u0648 \u0645\u062c\u0631\u062f \u0628\u062f\u0627\u064a\u0629 \u0627\u0644\u0642\u0635\u0629.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0644\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0635\u0648\u0631\u0629 \u062d\u0642\u064a\u0642\u064a\u0629 \u0644\u062a\u0643\u0644\u0641\u0629 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)\u060c \u064a\u062c\u0628 \u0623\u0646 \u062a\u0646\u0638\u0631 \u0625\u0644\u0649 \u0645\u0627 \u0647\u0648 \u0623\u0628\u0639\u062f \u0645\u0646 \u0631\u0633\u0648\u0645 \u0627\u0644\u062a\u0631\u062e\u064a\u0635 \u0627\u0644\u0623\u0648\u0644\u064a\u0629 \u0648\u062a\u0623\u062e\u0630 \u0641\u064a \u0627\u0644\u0627\u0639\u062a\u0628\u0627\u0631 \u0627\u0644\u062a\u0643\u0644\u0641\u0629 \u0627\u0644\u0625\u062c\u0645\u0627\u0644\u064a\u0629 \u0644\u0644\u0645\u0644\u0643\u064a\u0629 (TCO). \u064a\u0634\u0645\u0644 \u0630\u0644\u0643 \u062a\u0643\u0627\u0644\u064a\u0641 \u0627\u0644\u062a\u0646\u0641\u064a\u0630\u060c \u0648\u0627\u0644\u062a\u062e\u0635\u064a\u0635\u060c \u0648\u062a\u0631\u062d\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0648\u062a\u062f\u0631\u064a\u0628 \u0627\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u064a\u0646\u060c \u0648\u0627\u0644\u0635\u064a\u0627\u0646\u0629 \u0648\u0627\u0644\u062f\u0639\u0645 \u0627\u0644\u0645\u0633\u062a\u0645\u0631\u064a\u0646. \u0642\u062f \u064a\u0646\u062a\u0647\u064a \u0627\u0644\u0623\u0645\u0631 \u0628\u0648\u062c\u0648\u062f \u0645\u0646\u0635\u0629 \u062a\u0628\u062f\u0648 \u0623\u0631\u062e\u0635 \u0639\u0644\u0649 \u0627\u0644\u0633\u0637\u062d \u0644\u062a\u0643\u0648\u0646 \u0623\u0643\u062b\u0631 \u062a\u0643\u0644\u0641\u0629 \u0628\u0643\u062b\u064a\u0631 \u0639\u0644\u0649 \u0627\u0644\u0645\u062f\u0649 \u0627\u0644\u0637\u0648\u064a\u0644 \u0625\u0630\u0627 \u0643\u0627\u0646\u062a \u062a\u062a\u0637\u0644\u0628 \u062a\u062e\u0635\u064a\u0635\u064b\u0627 \u0648\u0627\u0633\u0639\u064b\u0627 \u0623\u0648 \u0641\u0631\u064a\u0642\u064b\u0627 \u0645\u0646 \u0627\u0644\u0627\u0633\u062a\u0634\u0627\u0631\u064a\u064a\u0646 \u0627\u0644\u0645\u062a\u062e\u0635\u0635\u064a\u0646 \u0644\u0625\u062f\u0627\u0631\u062a\u0647\u0627. \u062a\u0623\u0643\u062f \u0645\u0646 \u0627\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u062a\u0641\u0635\u064a\u0644 \u0645\u0641\u0635\u0644 \u0644\u062c\u0645\u064a\u0639 \u0627\u0644\u062a\u0643\u0627\u0644\u064a\u0641 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u0629 \u0645\u0646 \u0643\u0644 \u0628\u0627\u0626\u0639 \u0648\u0642\u0645 \u0628\u062f\u0645\u062c\u0647\u0627 \u0641\u064a \u0639\u0645\u0644\u064a\u0629 \u0627\u062a\u062e\u0627\u0630 \u0627\u0644\u0642\u0631\u0627\u0631 \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0643.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-future-proof-with-a-scalable-solution\">5. \u0642\u0627\u0628\u0644\u064a\u0629 \u0627\u0644\u062a\u0648\u0633\u0639 \u0644\u0644\u062d\u0644\u0648\u0644 \u0627\u0644\u0645\u0633\u062a\u0642\u0628\u0644\u064a\u0629<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0635\u0646\u0627\u0639\u0629 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u062a\u062a\u0637\u0648\u0631 \u0628\u0627\u0633\u062a\u0645\u0631\u0627\u0631\u060c \u0648\u064a\u062c\u0628 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062e\u0627\u0635 \u0628\u0643 \u0642\u0627\u062f\u0631\u064b\u0627 \u0639\u0644\u0649 \u0627\u0644\u062a\u0637\u0648\u0631 \u0645\u0639\u0647\u0627.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0639\u0646\u062f \u0627\u062e\u062a\u064a\u0627\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)\u060c \u0641\u0643\u0631 \u0644\u064a\u0633 \u0641\u0642\u0637 \u0641\u064a \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a\u0643 \u0627\u0644\u062d\u0627\u0644\u064a\u0629\u060c \u0648\u0644\u0643\u0646 \u0623\u064a\u0636\u064b\u0627 \u0641\u064a \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a\u0643 \u0628\u0639\u062f \u062e\u0645\u0633\u0629 \u0623\u0648 \u0639\u0634\u0631\u0629 \u0623\u0639\u0648\u0627\u0645. \u0647\u0644 \u0633\u062a\u062a\u0645\u0643\u0646 \u0627\u0644\u0645\u0646\u0635\u0629 \u0645\u0646 \u062f\u0639\u0645 \u0646\u0645\u0648\u0643 \u0645\u0639 \u0625\u0636\u0627\u0641\u0629 \u0639\u0645\u0644\u0627\u0621 \u062c\u062f\u062f\u060c \u0648\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646\u060c \u0648\u062e\u0637\u0648\u0637 \u0623\u0639\u0645\u0627\u0644 \u062c\u062f\u064a\u062f\u0629\u061f \u0647\u0644 \u0644\u062f\u0649 \u0627\u0644\u0628\u0627\u0626\u0639 \u0633\u062c\u0644 \u062d\u0627\u0641\u0644 \u0628\u0627\u0644\u0627\u0628\u062a\u0643\u0627\u0631 \u0648\u0631\u0624\u064a\u0629 \u0648\u0627\u0636\u062d\u0629 \u0644\u0644\u062a\u0637\u0648\u064a\u0631 \u0627\u0644\u0645\u0633\u062a\u0642\u0628\u0644\u064a\u061f \u062e\u064a\u0627\u0631\u0627\u062a \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u0637\u0648\u064a\u0631 \u0648\u0628\u0623\u0633\u0639\u0627\u0631 \u0645\u0639\u0642\u0648\u0644\u0629 \u0645\u062b\u0644 Zoho CRM \u0634\u0627\u0626\u0639\u0629 \u0628\u064a\u0646 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646 \u0648\u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0635\u063a\u064a\u0631\u0629 \u0648\u0627\u0644\u0645\u062a\u0648\u0633\u0637\u0629 \u0646\u0638\u0631\u064b\u0627 \u0644\u0642\u062f\u0631\u0627\u062a\u0647\u0627 \u0627\u0644\u062a\u0643\u0627\u0645\u0644\u064a\u0629 \u0648\u0645\u064a\u0632\u0627\u062a\u0647\u0627 \u0633\u0647\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645. \u0633\u064a\u0636\u0645\u0646 \u0627\u062e\u062a\u064a\u0627\u0631 \u0645\u0646\u0635\u0629 \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u0637\u0648\u064a\u0631 \u0648\u0645\u0633\u062a\u0642\u0631\u0629 \u0644\u0644\u0645\u0633\u062a\u0642\u0628\u0644 \u0623\u0646 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0643 \u0641\u064a \u0646\u0638\u0627\u0645 CRM \u062c\u062f\u064a\u062f \u0633\u064a\u0633\u062a\u0645\u0631 \u0641\u064a \u062a\u062d\u0642\u064a\u0642 \u0639\u0648\u0627\u0626\u062f \u0639\u0644\u0649 \u0645\u062f\u0649 \u0633\u0646\u0648\u0627\u062a \u0642\u0627\u062f\u0645\u0629\u060c \u0645\u0645\u0627 \u064a\u062f\u0639\u0645 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d8%ab%d8%b1%d9%88%d8%a7%d8%aa-%d9%81%d9%8a-%d8%a7%d9%84%d9%85%d8%b3%d8%aa%d9%82%d8%a8%d9%84-%d9%85%d8%a7-%d9%87%d9%88-%d9%83%d9%84-%d9%85%d8%a7-%d9%8a%d8%af\/\" target=\"_self\">\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0641\u064a \u0627\u0644\u0645\u0633\u062a\u0642\u0628\u0644<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs\">\u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0634\u0627\u0626\u0639\u0629 (FAQs)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-main-difference-between-a-generic-crm-and-a-financial-services-crm\">\u064a\u0643\u0645\u0646 \u0627\u0644\u0627\u062e\u062a\u0644\u0627\u0641 \u0627\u0644\u0631\u0626\u064a\u0633\u064a \u0628\u064a\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0639\u0627\u0645 \u0648\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0641\u064a \u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0648\u0627\u0644\u0648\u0638\u0627\u0626\u0641 \u0627\u0644\u0645\u062d\u062f\u062f\u0629.\n\n**\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0639\u0627\u0645 (Generic CRM):**\n*   **\u0627\u0644\u062a\u0631\u0643\u064a\u0632:** \u064a\u0631\u0643\u0632 \u0639\u0644\u0649 \u0625\u062f\u0627\u0631\u0629 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0628\u0631 \u0642\u0637\u0627\u0639\u0627\u062a \u0645\u062e\u062a\u0644\u0641\u0629.\n*   **\u0627\u0644\u0648\u0638\u0627\u0626\u0641:** \u064a\u0634\u0645\u0644 \u0625\u062f\u0627\u0631\u0629 \u062c\u0647\u0627\u062a \u0627\u0644\u0627\u062a\u0635\u0627\u0644\u060c \u062a\u062a\u0628\u0639 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a\u060c \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062a\u0633\u0648\u064a\u0642\u060c \u062e\u062f\u0645\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u0642\u0627\u0631\u064a\u0631 \u0639\u0627\u0645\u0629.\n*   **\u0627\u0644\u062a\u062e\u0635\u064a\u0635:** \u064a\u0645\u0643\u0646 \u062a\u062e\u0635\u064a\u0635\u0647\u060c \u0644\u0643\u0646 \u0642\u062f \u064a\u062a\u0637\u0644\u0628 \u062c\u0647\u062f\u0627\u064b \u0643\u0628\u064a\u0631\u0627\u064b \u0644\u062c\u0639\u0644\u0647 \u0645\u0646\u0627\u0633\u0628\u0627\u064b \u0644\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0642\u0637\u0627\u0639 \u0645\u0639\u064a\u0646.\n*   **\u0627\u0644\u062c\u0645\u0647\u0648\u0631 \u0627\u0644\u0645\u0633\u062a\u0647\u062f\u0641:** \u0645\u0646\u0627\u0633\u0628 \u0644\u0645\u062e\u062a\u0644\u0641 \u0627\u0644\u0635\u0646\u0627\u0639\u0627\u062a \u0645\u062b\u0644 \u0627\u0644\u062a\u062c\u0632\u0626\u0629\u060c \u0627\u0644\u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627\u060c \u0627\u0644\u062a\u0635\u0646\u064a\u0639\u060c \u0648\u063a\u064a\u0631\u0647\u0627.\n\n**\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 (Financial Services CRM):**\n*   **\u0627\u0644\u062a\u0631\u0643\u064a\u0632:** \u0645\u0635\u0645\u0645 \u062e\u0635\u064a\u0635\u0627\u064b \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0648\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0635\u0646\u0627\u0639\u0629 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 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\u0627\u0644\u0645\u0627\u0644\u064a\u0629.\n\n\u0628\u0627\u062e\u062a\u0635\u0627\u0631\u060c \u0628\u064a\u0646\u0645\u0627 \u064a\u0648\u0641\u0631 \u0646\u0638\u0627\u0645 CRM \u0627\u0644\u0639\u0627\u0645 \u0623\u0633\u0627\u0633\u064a\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0641\u0625\u0646 \u0646\u0638\u0627\u0645 CRM \u0627\u0644\u062e\u0627\u0635 \u0628\u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u064a\u0623\u062a\u064a \u0645\u062d\u0645\u0644\u0627\u064b \u0628\u0648\u0638\u0627\u0626\u0641 \u0648\u0645\u064a\u0632\u0627\u062a \u0636\u0631\u0648\u0631\u064a\u0629 \u0644\u0644\u062a\u0639\u0627\u0645\u0644 \u0645\u0639 \u0627\u0644\u062a\u0639\u0642\u064a\u062f\u0627\u062a \u0648\u0627\u0644\u062a\u0646\u0638\u064a\u0645\u0627\u062a \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0627\u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u0645\u0627\u0644\u064a.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0645 \u0628\u0646\u0627\u0621 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0639\u0627\u0645 \u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a \u0627\u0644\u062e\u0637\u064a\u0629\u060c \u0645\u0639 \u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u062a\u062d\u0648\u064a\u0644 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u064a\u0646 \u0625\u0644\u0649 \u0645\u0628\u064a\u0639\u0627\u062a \u0644\u0645\u0631\u0629 \u0648\u0627\u062d\u062f\u0629. \u0641\u064a \u0627\u0644\u0645\u0642\u0627\u0628\u0644\u060c \u062a\u0645 \u062a\u0635\u0645\u064a\u0645 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a 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\u0627\u0644\u0645\u0627\u0644\u064a\u0629. \u0625\u0646\u0647 \u064a\u0633\u0645\u062d \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0628\u062a\u0642\u062f\u064a\u0645 \u0645\u0634\u0648\u0631\u0629 \u0623\u0643\u062b\u0631 \u0634\u0645\u0648\u0644\u0627\u064b\u060c \u0648\u062a\u062d\u062f\u064a\u062f \u0641\u0631\u0635 \u0646\u0642\u0644 \u0627\u0644\u062b\u0631\u0648\u0629 \u0628\u064a\u0646 \u0627\u0644\u0623\u062c\u064a\u0627\u0644\u060c \u0648\u0641\u0647\u0645 \u0627\u0644\u0635\u0648\u0631\u0629 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0643\u0627\u0645\u0644\u0629 \u0644\u0639\u0645\u0644\u0627\u0626\u0647\u0645\u060c \u0648\u0647\u0648 \u0645\u0643\u0648\u0646 \u0623\u0633\u0627\u0633\u064a \u0641\u064a \u0623\u064a \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0641\u0639\u0627\u0644\u0629. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%84%d9%84%d8%ae%d8%af%d9%85%d8%a7%d8%aa-%d8%a7%d9%84%d9%85%d8%a7%d9%84%d9%8a%d8%a9-2\/\" target=\"_self\">\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-help-with-mifid-ii-and-finma-compliance\">\u0643\u064a\u0641 \u064a\u0633\u0627\u0639\u062f \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0641\u064a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0644\u0640 MiFID II \u0648 FINMA\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0648\u0641\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0627\u0644\u064a \u0627\u0644\u0645\u0635\u0645\u0645 \u062e\u0635\u064a\u0635\u064b\u0627 \u0633\u062c\u0644\u064b\u0627 \u0622\u0644\u064a\u064b\u0627 \u0648\u0642\u0627\u0628\u0644\u064b\u0627 \u0644\u0644\u062a\u062f\u0642\u064a\u0642 \u0644\u062c\u0645\u064a\u0639 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0647\u0648 \u0645\u0637\u0644\u0628 \u0623\u0633\u0627\u0633\u064a \u0644\u0644\u0648\u0627\u0626\u062d \u0645\u062b\u0644 MiFID II \u0648 FINMA. \u064a\u0645\u0643\u0646\u0647 \u0641\u0631\u0636 \u0641\u062d\u0648\u0635\u0627\u062a \u0627\u0644\u0645\u0644\u0627\u0621\u0645\u0629 \u0648\u0627\u0644\u0645\u0646\u0627\u0633\u0628\u0629 \u0642\u0628\u0644 \u062a\u0642\u062f\u064a\u0645 \u0627\u0644\u062a\u0648\u0635\u064a\u0627\u062a\u060c \u0648\u062a\u0633\u062c\u064a\u0644 \u0645\u0648\u0627\u0641\u0642\u0629 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\u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u064a \u0625\u0644\u0649 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u062c\u062f\u064a\u062f\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0646\u0639\u0645\u060c \u062a\u0631\u062d\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0647\u0648 \u062c\u0632\u0621 \u0642\u064a\u0627\u0633\u064a \u0645\u0646 \u0623\u064a <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%aa%d9%86%d9%81%d9%8a%d8%b0-%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d8%a8%d9%86%d8%ac%d8%a7\/\" target=\"_self\">\u062a\u0646\u0641\u064a\u0630 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/a> \u0645\u0634\u0631\u0648\u0639. \u064a\u0648\u0641\u0631 \u0645\u0639\u0638\u0645 \u0628\u0627\u0626\u0639\u064a \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 InvestGlass\u060c \u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0648\u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0644\u0645\u0633\u0627\u0639\u062f\u062a\u0643 \u0641\u064a \u062a\u0631\u062d\u064a\u0644 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062d\u0627\u0644\u064a\u0629 \u0644\u062f\u064a\u0643 \u0645\u0646 \u0627\u0644\u0623\u0646\u0638\u0645\u0629 \u0627\u0644\u0642\u062f\u064a\u0645\u0629 \u0623\u0648 \u062c\u062f\u0627\u0648\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0625\u0644\u0649 \u0627\u0644\u0645\u0646\u0635\u0629 \u0627\u0644\u062c\u062f\u064a\u062f\u0629. \u0633\u062a\u0639\u062a\u0645\u062f \u062a\u0639\u0642\u064a\u062f\u0627\u062a \u0627\u0644\u062a\u0631\u062d\u064a\u0644 \u0639\u0644\u0649 \u062c\u0648\u062f\u0629 \u0648\u0634\u0643\u0644 \u0628\u064a\u0627\u0646\u0627\u062a\u0643 \u0627\u0644\u062d\u0627\u0644\u064a\u0629\u060c \u0648\u0644\u0643\u0646 \u0627\u0644\u0628\u0627\u0626\u0639 \u0627\u0644\u062c\u064a\u062f \u0633\u064a\u0639\u0645\u0644 \u0645\u0639\u0643 \u0644\u0636\u0645\u0627\u0646 \u0627\u0646\u062a\u0642\u0627\u0644 \u0633\u0644\u0633 \u0648\u0646\u0627\u062c\u062d.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-a-cloud-based-or-on-premise-crm-better-for-a-bank\">\u0647\u0644 \u0647\u0648 \u0633\u062d\u0627\u0628\u064a \u0623\u0645 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%af%d9%84%d9%8a%d9%84-%d9%84%d8%a7%d8%ae%d8%aa%d9%8a%d8%a7%d8%b1-%d8%a7%d9%84%d8%a8%d8%a7%d8%a6%d8%b9-%d8%a7%d9%84%d9%85%d9%86%d8%a7%d8%b3%d8%a8-%d9%84%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84\/\" target=\"_self\">\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u062f\u0627\u062e\u0644 \u0627\u0644\u0634\u0631\u0643\u0629<\/a> \u0623\u0641\u0636\u0644 \u0644\u0644\u0628\u0646\u0643\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0644\u0643\u0644\u062a\u0627 \u0627\u0644\u062e\u064a\u0627\u0631\u064a\u0646 \u0645\u0632\u0627\u064a\u0627 \u0648\u0639\u064a\u0648\u0628. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a3%d9%81%d8%b6%d9%84-10-%d8%ad%d9%84%d9%88%d9%84-%d8%a8%d8%b1%d9%85%d8%ac%d9%8a%d8%a7%d8%aa-%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7\/\" target=\"_self\">\u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0633\u062d\u0627\u0628\u064a\u0629<\/a> \u062a\u0642\u062f\u0645 \u062a\u0643\u0627\u0644\u064a\u0641 \u0623\u0648\u0644\u064a\u0629 \u0623\u0642\u0644\u060c \u0648\u0642\u0627\u0628\u0644\u064a\u0629 \u062a\u0648\u0633\u0639 \u0623\u0633\u0647\u0644\u060c \u0648\u062a\u0643\u0627\u0644\u064a\u0641 \u0623\u0642\u0644 \u0639\u0644\u0649 \u0642\u0633\u0645 \u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u062f\u0627\u062e\u0644\u064a. \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062a\u064a \u0644\u062f\u064a\u0647\u0627 \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0635\u0627\u0631\u0645\u0629 \u062d\u0648\u0644 \u0633\u064a\u0627\u062f\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0623\u0648 \u062a\u0644\u0643 \u0627\u0644\u062a\u064a \u062a\u0631\u063a\u0628 \u0641\u064a \u0623\u0642\u0635\u0649 \u0642\u062f\u0631 \u0645\u0646 \u0627\u0644\u062a\u062d\u0643\u0645 \u0641\u064a \u0628\u064a\u0627\u0646\u0627\u062a\u0647\u0627\u060c \u0641\u0625\u0646 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a3%d9%81%d8%b6%d9%84-%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%81%d9%8a-%d8%a7%d9%84%d9%85%d9%88%d9%82%d8%b9-2023\/\" target=\"_self\">\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u062f\u0627\u062e\u0644 \u0627\u0644\u0634\u0631\u0643\u0629<\/a> \u063a\u0627\u0644\u0628\u064b\u0627 \u0645\u0627 \u064a\u0643\u0648\u0646 \u0644\u0644\u0646\u0634\u0631 \u0627\u0644\u0633\u062d\u0627\u0628\u064a \u0627\u0644\u062e\u0627\u0635 \u0627\u0644\u062e\u064a\u0627\u0631 \u0627\u0644\u0623\u0641\u0636\u0644. \u064a\u0639\u062a\u0645\u062f \u0627\u0644\u0642\u0631\u0627\u0631 \u0639\u0644\u0649 \u0633\u064a\u0627\u0633\u0627\u062a \u0627\u0644\u0623\u0645\u0627\u0646 \u0648\u0627\u0644\u0628\u064a\u0626\u0629 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629 \u0648\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0645\u0624\u0633\u0633\u062a\u0643.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-role-does-ai-play-in-modern-financial-crms\">\u064a\u0644\u0639\u0628 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u062f\u0648\u0631\u064b\u0627 \u0645\u0647\u0645\u064b\u0627 \u0641\u064a \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062d\u062f\u064a\u062b\u0629 \u0645\u0646 \u062e\u0644\u0627\u0644 \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a\u060c \u0648\u062a\u062e\u0635\u064a\u0635 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0632\u064a\u0627\u062f\u0629 \u0627\u0644\u0643\u0641\u0627\u0621\u0629.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0644\u0639\u0628 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u062f\u0648\u0631\u064b\u0627 \u0645\u062a\u0632\u0627\u064a\u062f \u0627\u0644\u0623\u0647\u0645\u064a\u0629 \u0641\u064a \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0645\u062a\u062c\u0627\u0648\u0632\u064b\u0627 \u0627\u0644\u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u0628\u0633\u064a\u0637\u0629 \u0644\u062a\u0648\u0641\u064a\u0631 \u0631\u0624\u0649 \u0648\u0645\u0633\u0627\u0639\u062f\u0629 \u0630\u0643\u064a\u0629. \u0627\u0644\u0623\u062f\u0648\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\u060c \u0645\u062b\u0644 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d9%85%d8%b3%d8%a7%d8%b9%d8%af-%d8%a7%d9%84%d8%b7%d9%8a%d8%a7%d8%b1-%d8%a7%d9%84%d8%a2%d9%84%d9%8a-%d9%85%d9%86-%d8%a5%d9%86%d9%81%d8%b3%d8%aa%d8%ac%d9%84%d8%a7%d8%b3-%d9%84%d9%84%d8%b0%d9%83%d8%a7\/\" target=\"_self\">\u0627\u0644\u0637\u064a\u0627\u0631 \u0627\u0644\u0622\u0644\u064a \u0627\u0644\u0645\u0633\u0627\u0639\u062f \u0644\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a<\/a>, \u060c \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0633\u0627\u0639\u062f \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0642\u062a\u0631\u0627\u062d \u0623\u0641\u0636\u0644 \u0627\u0644\u0625\u062c\u0631\u0627\u0621\u0627\u062a \u0627\u0644\u062a\u0627\u0644\u064a\u0629\u060c \u0648\u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0639\u0631\u0636\u064a\u0646 \u0644\u062e\u0637\u0631 \u0627\u0644\u0627\u0646\u0642\u0637\u0627\u0639\u060c \u0648\u062d\u062a\u0649 \u0623\u062a\u0645\u062a\u0629 \u0623\u062c\u0632\u0627\u0621 \u0645\u0646 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621. \u0647\u0630\u0627 \u064a\u0633\u0645\u062d \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0628\u0623\u0646 \u064a\u0643\u0648\u0646\u0648\u0627 \u0623\u0643\u062b\u0631 \u0627\u0633\u062a\u0628\u0627\u0642\u064a\u0629 \u0648\u0634\u062e\u0635\u064a\u0629 \u0648\u0641\u0639\u0627\u0644\u064a\u0629 \u0641\u064a \u062a\u0641\u0627\u0639\u0644\u0647\u0645 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-ensure-data-sovereignty-and-security\">\u0643\u064a\u0641 \u062a\u0636\u0645\u0646 InvestGlass \u0633\u064a\u0627\u062f\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0623\u0645\u0646\u0647\u0627\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0631\u0643\u0632 InvestGlass \u0628\u0634\u062f\u0629 \u0639\u0644\u0649 \u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0633\u064a\u0627\u062f\u062a\u0647\u0627\u060c \u0648\u062a\u0642\u062f\u0645 \u062e\u064a\u0627\u0631\u0627\u062a \u0627\u0633\u062a\u0636\u0627\u0641\u0629 \u0645\u062a\u0639\u062f\u062f\u0629 \u0644\u062a\u0644\u0628\u064a\u0629 \u0623\u0634\u062f \u0627\u0644\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629. \u064a\u0645\u0643\u0646 \u0646\u0634\u0631 \u0627\u0644\u0645\u0646\u0635\u0629 \u0641\u064a \u0633\u062d\u0627\u0628\u0629 \u0633\u0648\u064a\u0633\u0631\u064a\u0629 \u0622\u0645\u0646\u0629\u060c \u0623\u0648 \u0639\u0644\u0649 \u0633\u062d\u0627\u0628\u0629 \u062e\u0627\u0635\u0629 \u0641\u064a \u0627\u0644\u0648\u0644\u0627\u064a\u0629 \u0627\u0644\u0642\u0636\u0627\u0626\u064a\u0629 \u0627\u0644\u0645\u0641\u0636\u0644\u0629 \u0644\u0644\u0639\u0645\u064a\u0644\u060c \u0623\u0648 \u0628\u0627\u0644\u0643\u0627\u0645\u0644 \u0645\u062d\u0644\u064a\u064b\u0627 \u062f\u0627\u062e\u0644 \u0645\u0631\u0643\u0632 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0628\u0646\u0643 \u0627\u0644\u062e\u0627\u0635. \u062a\u0645\u0646\u062d \u0647\u0630\u0647 \u0627\u0644\u0645\u0631\u0648\u0646\u0629\u060c \u062c\u0646\u0628\u064b\u0627 \u0625\u0644\u0649 \u062c\u0646\u0628 \u0645\u0639 \u0628\u0646\u064a\u0629 \u0623\u0645\u0646\u064a\u0629 \u0642\u0648\u064a\u0629\u060c \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u062a\u062d\u0643\u0645\u064b\u0627 \u0643\u0627\u0645\u0644\u0627\u064b \u0641\u064a \u0628\u064a\u0627\u0646\u0627\u062a \u0639\u0645\u0644\u0627\u0626\u0647\u0627\u060c \u0648\u0647\u0648 \u062c\u0627\u0646\u0628 \u0631\u0626\u064a\u0633\u064a \u0645\u0646 \u062c\u0648\u0627\u0646\u0628 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d9%85%d8%ae%d8%a7%d8%b7%d8%b1-%d8%a7%d9%84%d8%b3%d9%8a%d8%a7%d8%af%d8%a9-%d8%a7%d9%84%d8%b3%d9%88%d9%8a%d8%b3%d8%b1%d9%8a%d8%a9\/\" target=\"_self\">\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062e\u0627\u0637\u0631<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-a-client-or-investor-portal-and-why-do-i-need-one\">\u0645\u0627 \u0647\u0648 \u0627\u0644\u0639\u0645\u064a\u0644 \u0623\u0648 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a8%d9%88%d8%a7%d8%a8%d8%a9-%d8%a7%d9%84%d9%85%d8%b3%d8%aa%d8%ab%d9%85%d8%b1\/\" target=\"_self\">\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631<\/a>, \u0648\u0644\u0645\u0627\u0630\u0627 \u0623\u062d\u062a\u0627\u062c \u0648\u0627\u062d\u062f\u0629\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0639\u0645\u064a\u0644 \u0623\u0648 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a8%d9%88%d8%a7%d8%a8%d8%a9-%d8%a7%d9%84%d9%85%d8%b3%d8%aa%d8%ab%d9%85%d8%b1%d9%8a%d9%86-%d9%84%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d8%ab%d8%b1%d9%88%d8%a7%d8%aa\/\" target=\"_self\">\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631<\/a> \u0647\u064a \u0645\u0646\u0635\u0629 \u0622\u0645\u0646\u0629 \u0648\u0645\u0645\u064a\u0632\u0629 \u0642\u0627\u0626\u0645\u0629 \u0639\u0644\u0649 \u0627\u0644\u0648\u064a\u0628 \u062d\u064a\u062b \u064a\u0645\u0643\u0646 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u062a\u0633\u062c\u064a\u0644 \u0627\u0644\u062f\u062e\u0648\u0644 \u0644\u0639\u0631\u0636 \u0645\u062d\u0627\u0641\u0638\u0647\u0645 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629\u060c \u0648\u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u062a\u0642\u0627\u0631\u064a\u0631\u060c \u0648\u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0628\u0623\u0645\u0627\u0646 \u0645\u0639 \u0645\u0633\u062a\u0634\u0627\u0631\u0647\u0645. \u0625\u0646\u0647\u0627 \u0623\u062f\u0627\u0629 \u0623\u0633\u0627\u0633\u064a\u0629 \u0644\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u062d\u062f\u064a\u062b\u064a\u0646 \u0644\u0623\u0646\u0647\u0627 \u062a\u0648\u0641\u0631 \u0648\u0635\u0648\u0644\u0627\u064b \u0639\u0646\u062f \u0627\u0644\u0637\u0644\u0628 \u0625\u0644\u0649 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u062a\u064a \u064a\u062a\u0648\u0642\u0639\u0647\u0627 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0622\u0646\u060c \u0645\u0639 \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0623\u0645\u0627\u0646 \u0623\u064a\u0636\u064b\u0627 \u0639\u0646 \u0637\u0631\u064a\u0642 \u0646\u0642\u0644 \u0627\u0644\u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0627\u0644\u062d\u0633\u0627\u0633\u0629 \u0628\u0639\u064a\u062f\u064b\u0627 \u0639\u0646 \u0627\u0644\u0642\u0646\u0648\u0627\u062a \u063a\u064a\u0631 \u0627\u0644\u0622\u0645\u0646\u0629 \u0645\u062b\u0644 \u0627\u0644\u0628\u0631\u064a\u062f \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a. \u0625\u0646\u0647\u0627 \u062a\u062d\u0633\u0646 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631 \u0648\u062a\u0639\u0632\u0632 \u0627\u0644\u0639\u0644\u0627\u0642\u0629 \u0628\u064a\u0646 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631 \u0648\u0627\u0644\u0639\u0645\u064a\u0644.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-typically-take-to-implement-a-new-crm-system\">\u0643\u0645 \u0645\u0646 \u0627\u0644\u0648\u0642\u062a \u064a\u0633\u062a\u063a\u0631\u0642 \u0639\u0627\u062f\u0629\u064b \u062a\u0637\u0628\u064a\u0642 \u0646\u0638\u0627\u0645 CRM \u062c\u062f\u064a\u062f\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u062e\u062a\u0644\u0641 \u0627\u0644\u062c\u062f\u0648\u0644 \u0627\u0644\u0632\u0645\u0646\u064a \u0644\u062a\u0646\u0641\u064a\u0630 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 (CRM) \u062c\u062f\u064a\u062f \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631 \u0627\u0639\u062a\u0645\u0627\u062f\u064b\u0627 \u0639\u0644\u0649 \u0645\u062f\u0649 \u062a\u0639\u0642\u064a\u062f \u0627\u0644\u0645\u0634\u0631\u0648\u0639 \u0648\u062d\u062c\u0645 \u0627\u0644\u0645\u0624\u0633\u0633\u0629 \u0648\u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0645\u0637\u0644\u0648\u0628. \u0642\u062f \u064a\u0633\u062a\u063a\u0631\u0642 \u0627\u0644\u062a\u0646\u0641\u064a\u0630 \u0627\u0644\u0628\u0633\u064a\u0637 \u0644\u0646\u0638\u0627\u0645 CRM \u062c\u0627\u0647\u0632 \u0644\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0644\u0634\u0631\u0643\u0629 \u0627\u0633\u062a\u0634\u0627\u0631\u064a\u0629 \u0635\u063a\u064a\u0631\u0629 \u0628\u0636\u0639\u0629 \u0623\u0633\u0627\u0628\u064a\u0639. \u0641\u064a \u0627\u0644\u0645\u0642\u0627\u0628\u0644\u060c \u0642\u062f \u064a\u0633\u062a\u063a\u0631\u0642 \u0627\u0644\u062a\u0646\u0641\u064a\u0630 \u0639\u0644\u0649 \u0646\u0637\u0627\u0642 \u0648\u0627\u0633\u0639 \u0644\u0628\u0646\u0643 \u0639\u0627\u0644\u0645\u064a \u0645\u0639 \u062a\u062e\u0635\u064a\u0635 \u0648\u0627\u0633\u0639 \u0627\u0644\u0646\u0637\u0627\u0642 \u0648\u062a\u0631\u062d\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0639\u0627\u0645\u064b\u0627 \u0623\u0648 \u0623\u0643\u062b\u0631. \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u0627\u0644\u0639\u0645\u0644 \u0645\u0639 \u0627\u0644\u0645\u0648\u0631\u062f \u0627\u0644\u0630\u064a \u0627\u062e\u062a\u0631\u062a\u0647 \u0644\u062a\u0637\u0648\u064a\u0631 \u062e\u0637\u0629 \u062a\u0646\u0641\u064a\u0630 \u0648\u0627\u0642\u0639\u064a\u0629.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-crm-for-banking-be-used-for-corporate-and-institutional-clients-too\">\u0646\u0639\u0645\u060c \u064a\u0645\u0643\u0646 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0644\u0628\u0646\u0648\u0643 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u0646 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0648\u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0623\u064a\u0636\u064b\u0627.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0628\u0627\u0644\u062a\u0623\u0643\u064a\u062f. \u062a\u0646\u0637\u0628\u0642 \u0627\u0644\u0639\u062f\u064a\u062f \u0645\u0646 \u0627\u0644\u0645\u0628\u0627\u062f\u0626 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0627\u0644\u062e\u0627\u0635\u0629\u060c \u0645\u062b\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0648\u062a\u062a\u0628\u0639 \u0627\u0644\u062a\u0641\u0627\u0639\u0644\u0627\u062a\u060c \u0628\u0646\u0641\u0633 \u0627\u0644\u0642\u062f\u0631 \u0639\u0644\u0649 \u0639\u0627\u0644\u0645 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0648\u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a. \u064a\u0645\u0643\u0646 \u0628\u0633\u0647\u0648\u0644\u0629 \u062a\u0643\u0648\u064a\u0646 \u0645\u0646\u0635\u0629 CRM \u0645\u0631\u0646\u0629 \u0645\u062b\u0644 InvestGlass \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0641\u0631\u064a\u062f\u0629 \u0644\u0640 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%84%d9%84%d8%ae%d8%af%d9%85%d8%a7%d8%aa-%d8%a7%d9%84%d9%85%d8%b5%d8%b1%d9%81%d9%8a-3\/\" target=\"_self\">\u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0644\u0644\u0634\u0631\u0643\u0627\u062a<\/a>, \u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u062a\u062a\u0628\u0639 \u062e\u0637\u0648\u0637 \u0623\u0646\u0627\u0628\u064a\u0628 \u0627\u0644\u0635\u0641\u0642\u0627\u062a\u060c \u0648\u0625\u062f\u0627\u0631\u0629 \u0647\u064a\u0627\u0643\u0644 \u0627\u0644\u0643\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0642\u0627\u0646\u0648\u0646\u064a\u0629 \u0627\u0644\u0645\u0639\u0642\u062f\u0629\u060c \u0648\u062a\u0646\u0633\u064a\u0642 \u0623\u0646\u0634\u0637\u0629 \u0641\u0631\u064a\u0642 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0627\u0644\u0645\u064a.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-help-optimise-the-sales-cycle-for-banks-and-wealth-managers\">\u0643\u064a\u0641 \u064a\u0633\u0627\u0639\u062f \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0641\u064a \u062a\u062d\u0633\u064a\u0646 \u062f\u0648\u0631\u0629 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a \u0644\u0644\u0628\u0646\u0648\u0643 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u061f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0645\u0635\u0645\u0645 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u064a\u0628\u0633\u0637 \u062f\u0648\u0631\u0629 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a \u0645\u0646 \u062e\u0644\u0627\u0644 \u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0645\u062a\u0643\u0631\u0631\u0629\u060c \u0648\u0625\u062f\u0627\u0631\u0629 \u0645\u062a\u0627\u0628\u0639\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u0648\u0641\u064a\u0631 \u0631\u0624\u0649 \u0645\u062f\u0639\u0648\u0645\u0629 \u0628\u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0644\u062a\u062d\u062f\u064a\u062f \u0623\u0648\u0644\u0648\u064a\u0627\u062a \u0627\u0644\u0641\u0631\u0635. \u062a\u0636\u0645\u0646 \u062a\u062d\u0633\u064a\u0646\u0627\u062a \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644 \u0627\u0646\u062a\u0642\u0627\u0644 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u064a\u0646 \u0628\u0643\u0641\u0627\u0621\u0629 \u0639\u0628\u0631 \u0643\u0644 \u0645\u0631\u062d\u0644\u0629\u060c \u0645\u0646 \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0627\u0644\u0623\u0648\u0644\u064a \u0625\u0644\u0649 \u0625\u0639\u062f\u0627\u062f \u0627\u0644\u062d\u0633\u0627\u0628 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0629 \u0627\u0644\u0645\u0633\u062a\u0645\u0631\u0629. \u0647\u0630\u0627 \u064a\u0642\u0644\u0644 \u0645\u0646 \u0627\u0644\u062c\u0647\u062f \u0627\u0644\u064a\u062f\u0648\u064a\u060c \u0648\u064a\u0642\u0635\u0631 \u062f\u0648\u0631\u0629 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a \u0627\u0644\u0625\u062c\u0645\u0627\u0644\u064a\u0629\u060c \u0648\u064a\u0633\u0627\u0639\u062f \u0627\u0644\u0641\u0631\u0642 \u0639\u0644\u0649 \u0625\u062a\u0645\u0627\u0645 \u0627\u0644\u0635\u0641\u0642\u0627\u062a \u0628\u0634\u0643\u0644 \u0623\u0633\u0631\u0639 \u0645\u0639 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0648\u0645\u0639\u064a\u0627\u0631 \u0639\u0627\u0644\u064d \u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-final-word-your-next-step-towards-a-better-crm\">\u0627\u0644\u0643\u0644\u0645\u0629 \u0627\u0644\u0623\u062e\u064a\u0631\u0629: \u062e\u0637\u0648\u062a\u0643 \u0627\u0644\u062a\u0627\u0644\u064a\u0629 \u0646\u062d\u0648 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u0623\u0641\u0636\u0644<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0639\u062f \u0627\u062e\u062a\u064a\u0627\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u0645\u062a\u0643\u0627\u0645\u0644 \u0636\u0631\u0648\u0631\u0629 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0644\u0623\u064a \u0628\u0646\u0643 \u0623\u0648 \u0634\u0631\u0643\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u062a\u062a\u0637\u0644\u0639 \u0625\u0644\u0649 \u0627\u0644\u0627\u0632\u062f\u0647\u0627\u0631 \u0641\u064a \u0627\u0644\u0639\u0635\u0631 \u0627\u0644\u0631\u0642\u0645\u064a. \u0644\u0642\u062f \u0648\u0644\u0651\u0649 \u0639\u0635\u0631 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0639\u0627\u0645\u0629 \u0627\u0644\u062a\u064a \u062a\u0631\u0643\u0632 \u0639\u0644\u0649 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a. \u0644\u062a\u0644\u0628\u064a\u0629 \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0639\u0642\u062f\u0629\u060c \u0648\u0627\u0644\u0625\u0634\u0631\u0627\u0641 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\u0627\u0644\u0645\u0639\u064a\u0634\u064a\u0629 \u0627\u0644\u0645\u062a\u0637\u0648\u0631\u060c \u0648\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u0642\u0648\u064a\u0629\u060c \u064a\u0645\u0643\u0646\u0643 \u062a\u0645\u0643\u064a\u0646 \u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0643\u060c \u0648\u0625\u0631\u0636\u0627\u0621 \u0639\u0645\u0644\u0627\u0626\u0643\u060c \u0648\u0628\u0646\u0627\u0621 \u0645\u064a\u0632\u0629 \u062a\u0646\u0627\u0641\u0633\u064a\u0629 \u0645\u0633\u062a\u062f\u0627\u0645\u0629. \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0645\u0646\u0627\u0633\u0628 \u0647\u0648 \u0623\u0643\u062b\u0631 \u0645\u0646 \u0645\u062c\u0631\u062f \u0628\u0631\u0646\u0627\u0645\u062c\u061b \u0625\u0646\u0647 \u0627\u0644\u062c\u0647\u0627\u0632 \u0627\u0644\u0639\u0635\u0628\u064a \u0627\u0644\u0645\u0631\u0643\u0632\u064a \u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u062a\u0643 \u0627\u0644\u0645\u0631\u062a\u0643\u0632\u0629 \u0639\u0644\u0649 \u0627\u0644\u0639\u0645\u064a\u0644. \u0625\u0630\u0627 \u0643\u0646\u062a \u0645\u0633\u062a\u0639\u062f\u064b\u0627 \u0644\u0631\u0624\u064a\u0629 \u0645\u0627 \u064a\u0645\u0643\u0646 \u0644\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062d\u0642\u064a\u0642\u064a \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0623\u0646 \u064a\u0641\u0639\u0644\u0647 \u0644\u0645\u0624\u0633\u0633\u062a\u0643\u060c \u0641\u0633\u064a\u0643\u0648\u0646 \u0639\u0631\u0636 \u062a\u0648\u0636\u064a\u062d\u064a \u0644\u0640 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/\" target=\"_self\">\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/a> \u0627\u0644\u0645\u0646\u0635\u0629 \u0647\u064a \u0627\u0644\u062e\u0637\u0648\u0629 \u0627\u0644\u062a\u0627\u0644\u064a\u0629 \u0627\u0644\u0645\u062b\u0627\u0644\u064a\u0629.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-system-implementation-best-practices-and-pitfalls-to-avoid\">\u062a\u0637\u0628\u064a\u0642 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621: \u0623\u0641\u0636\u0644 \u0627\u0644\u0645\u0645\u0627\u0631\u0633\u0627\u062a \u0648\u0627\u0644\u0645\u0632\u0627\u0644\u0642 \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u062a\u062c\u0646\u0628\u0647\u0627<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0645\u062b\u0644 \u062a\u0637\u0628\u064a\u0642 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u062a\u062d\u0648\u0644\u064b\u0627 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u064b\u0627 \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u0630\u064a\u0646 \u064a\u0633\u0639\u0648\u0646 \u0625\u0644\u0649 \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0648\u062a\u0639\u0632\u064a\u0632 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062f\u0641\u0639 \u0639\u062c\u0644\u0629 \u0646\u0645\u0648 \u0627\u0644\u0645\u0624\u0633\u0633\u0629. \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u0641\u0625\u0646 \u0627\u0644\u0645\u0633\u0627\u0631 \u0646\u062d\u0648 \u0646\u0634\u0631 \u0646\u0627\u062c\u062d \u0644\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u064a\u062a\u0637\u0644\u0628 \u0627\u0644\u062a\u0646\u0642\u0644 \u0628\u0639\u0646\u0627\u064a\u0629 \u0641\u064a \u0643\u0644 \u0645\u0646 \u0627\u0644\u0641\u0631\u0635 \u0648\u0627\u0644\u062a\u0639\u0642\u064a\u062f\u0627\u062a \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u0629. \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u062a\u0628\u0627\u0639 \u0623\u0641\u0636\u0644 \u0627\u0644\u0645\u0645\u0627\u0631\u0633\u0627\u062a \u0627\u0644\u0635\u0646\u0627\u0639\u064a\u0629 \u0648\u062a\u062c\u0646\u0628 \u0627\u0644\u0623\u062e\u0637\u0627\u0621 \u0627\u0644\u0634\u0627\u0626\u0639\u0629\u060c \u064a\u0645\u0643\u0646 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0636\u0645\u0627\u0646 \u0623\u0646 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0627\u062a\u0647\u0627 \u0641\u064a \u0628\u0631\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u062a\u062d\u0642\u0642 \u0642\u064a\u0645\u0629 \u0622\u0645\u0646\u0629 \u0648\u0645\u062a\u0648\u0627\u0641\u0642\u0629 \u0648\u062f\u0627\u0626\u0645\u0629.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-best-practices-for-crm-implementation\">\u0623\u0641\u0636\u0644 \u0627\u0644\u0645\u0645\u0627\u0631\u0633\u0627\u062a \u0644\u062a\u0646\u0641\u064a\u0630 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u0625\u0634\u0631\u0627\u0643 \u0623\u0635\u062d\u0627\u0628 \u0627\u0644\u0645\u0635\u0644\u062d\u0629 \u0645\u0628\u0643\u0631\u064b\u0627:<\/strong> \u0625\u0634\u0631\u0627\u0643 \u0645\u062f\u064a\u0631\u064a \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a\u060c \u0648\u0641\u0631\u0642 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644\u060c \u0648\u0625\u062f\u0627\u0631\u0627\u062a \u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a\u060c \u0648\u0627\u0644\u0642\u064a\u0627\u062f\u0629 \u0627\u0644\u062a\u0646\u0641\u064a\u0630\u064a\u0629 \u0645\u0646\u0630 \u0627\u0644\u0628\u062f\u0627\u064a\u0629. \u064a\u0636\u0645\u0646 \u0627\u0644\u0627\u0646\u062e\u0631\u0627\u0637 \u0627\u0644\u0645\u0628\u0643\u0631 \u0623\u0646 \u064a\u0644\u0628\u064a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u064a\u0629 \u0644\u0644\u0645\u0647\u0646\u064a\u064a\u0646 \u0627\u0644\u062e\u0627\u0636\u0639\u064a\u0646 \u0644\u0644\u0648\u0627\u0626\u062d \u0627\u0644\u0630\u064a\u0646 \u0633\u064a\u0633\u062a\u062e\u062f\u0645\u0648\u0646\u0647 \u064a\u0648\u0645\u064a\u064b\u0627\u060c \u0645\u0645\u0627 \u064a\u0639\u0632\u0632 \u0627\u0644\u0642\u0628\u0648\u0644 \u0639\u0644\u0649 \u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u0645\u0624\u0633\u0633\u0629 \u0648\u0627\u0644\u062a\u0628\u0646\u064a \u0627\u0644\u0633\u0644\u0633 \u0641\u064a \u0645\u0624\u0633\u0633\u062a\u0643.<\/li>\n\n\n\n<li><strong>\u062a\u062d\u062f\u064a\u062f \u0623\u0647\u062f\u0627\u0641 \u0648\u0627\u0636\u062d\u0629 \u0627\u0644\u0645\u0639\u0627\u0644\u0645:<\/strong> \u0636\u0639 \u0623\u0647\u062f\u0627\u0641\u064b\u0627 \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u0642\u064a\u0627\u0633 \u0644\u0645\u0627 \u062a\u062a\u0648\u0642\u0639 \u0623\u0646 \u064a\u062d\u0642\u0642\u0647 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0645\u062b\u0644 \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0623\u0648 \u062a\u0642\u0644\u064a\u0644 \u0625\u062f\u062e\u0627\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u064a\u062f\u0648\u064a\u060c \u0623\u0648 \u062a\u0639\u0632\u064a\u0632 \u0625\u062f\u0627\u0631\u0629 \u0645\u0633\u0627\u0631 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a. \u062a\u0633\u0627\u0639\u062f \u0627\u0644\u0623\u0647\u062f\u0627\u0641 \u0627\u0644\u0648\u0627\u0636\u062d\u0629 \u0641\u064a \u062a\u0648\u062c\u064a\u0647 \u062a\u0643\u0648\u064a\u0646 \u0627\u0644\u0646\u0638\u0627\u0645 \u0648\u062a\u062d\u062f\u064a\u062f \u0623\u0648\u0644\u0648\u064a\u0627\u062a \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0623\u0643\u062b\u0631 \u0623\u0647\u0645\u064a\u0629 \u0644\u0645\u0645\u0627\u0631\u0633\u062a\u0643 \u0627\u0644\u0627\u0633\u062a\u0634\u0627\u0631\u064a\u0629 \u0645\u0639 \u0636\u0645\u0627\u0646 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a.<\/li>\n\n\n\n<li><strong>\u062a\u062e\u0635\u064a\u0635 \u0644\u0633\u064a\u0631 \u0639\u0645\u0644\u0643:<\/strong> \u0627\u0633\u062a\u063a\u0644 \u0645\u0631\u0648\u0646\u0629 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u064a\u0639\u0643\u0633 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0641\u0631\u064a\u062f\u0629 \u0644\u0645\u0624\u0633\u0633\u062a\u0643 \u0648\u0627\u0644\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629. \u064a\u0636\u0645\u0646 \u062a\u062e\u0635\u064a\u0635 \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644\u060c \u0648\u062d\u0642\u0648\u0644 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0642\u062f\u0631\u0627\u062a \u0627\u0644\u062a\u0642\u0627\u0631\u064a\u0631 \u0623\u0646 \u064a\u062f\u0639\u0645 \u0627\u0644\u0646\u0638\u0627\u0645 \u0646\u0647\u062c\u0643 \u0627\u0644\u0645\u062d\u062f\u062f \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0645\u0639 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0644\u0644\u0648\u0627\u0626\u062d \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0630\u0627\u062a \u0627\u0644\u0635\u0644\u0629.<\/li>\n\n\n\n<li><strong>\u0625\u0639\u0637\u0627\u0621 \u0627\u0644\u0623\u0648\u0644\u0648\u064a\u0629 \u0644\u062a\u062f\u0631\u064a\u0628 \u0627\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u064a\u0646 \u0648\u062f\u0639\u0645\u0647\u0645<\/strong> \u0627\u0644\u062a\u062f\u0631\u064a\u0628 \u0627\u0644\u0634\u0627\u0645\u0644 \u064a\u062b\u0628\u062a \u0623\u0646\u0647 \u0636\u0631\u0648\u0631\u064a \u0644\u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u062a\u0628\u0646\u064a \u0648\u062a\u0642\u0644\u064a\u0644 \u0627\u0644\u0645\u0642\u0627\u0648\u0645\u0629 \u0639\u0628\u0631 \u0645\u0624\u0633\u0633\u062a\u0643. \u0642\u062f\u0645 \u0627\u0644\u062f\u0639\u0645 \u0648\u0627\u0644\u0645\u0648\u0627\u0631\u062f \u0627\u0644\u0645\u0633\u062a\u0645\u0631\u0629 \u0644\u0645\u0633\u0627\u0639\u062f\u0629 \u0627\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u064a\u0646 \u0639\u0644\u0649 \u0625\u062a\u0642\u0627\u0646\u0647\u060c \u0645\u0645\u0627 \u064a\u0636\u0645\u0646 \u0623\u0646 \u064a\u0635\u0628\u062d \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u062c\u0632\u0621\u064b\u0627 \u0645\u0648\u062b\u0648\u0642\u064b\u0627 \u0648\u0645\u062a\u0643\u0627\u0645\u0644\u064b\u0627 \u0645\u0646 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u064a\u0648\u0645\u064a\u0629 \u0636\u0645\u0646 \u0628\u064a\u0626\u062a\u0643 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629.<\/li>\n\n\n\n<li><strong>\u0645\u0631\u0627\u0642\u0628\u0629 \u0648\u062a\u062d\u0633\u064a\u0646<\/strong> \u0642\u0645 \u0628\u0645\u0631\u0627\u062c\u0639\u0629 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0628\u0627\u0646\u062a\u0638\u0627\u0645 \u0648\u062c\u0645\u0639 \u0627\u0644\u062a\u0639\u0644\u064a\u0642\u0627\u062a \u0645\u0646 \u0627\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u064a\u0646 \u0639\u0628\u0631 \u062c\u0645\u064a\u0639 \u0627\u0644\u0625\u062f\u0627\u0631\u0627\u062a. \u0627\u0633\u062a\u062e\u062f\u0645 \u0647\u0630\u0647 \u0627\u0644\u0631\u0624\u0649 \u0644\u062a\u062d\u0633\u064a\u0646 \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644\u060c \u0648\u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0645\u062a\u0643\u0631\u0631\u0629\u060c \u0648\u062a\u062d\u0633\u064a\u0646 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0634\u0643\u0644 \u0645\u0633\u062a\u0645\u0631 \u0645\u0639 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0633\u064a\u0627\u062f\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0645\u0639\u0627\u064a\u064a\u0631 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-pitfalls-to-avoid\">\u0645\u0632\u0627\u0644\u0642 \u064a\u062c\u0628 \u062a\u062c\u0646\u0628\u0647\u0627<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u0627\u0644\u062a\u0642\u0644\u064a\u0644 \u0645\u0646 \u0634\u0623\u0646 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062a\u063a\u064a\u064a\u0631:<\/strong> \u064a\u0646\u0637\u0648\u064a \u062a\u0637\u0628\u064a\u0642 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0639\u0644\u0649 \u0623\u0641\u0631\u0627\u062f \u0644\u0627 \u064a\u0642\u0644 \u0639\u0646 \u0627\u0644\u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0627. \u0642\u062f \u064a\u0624\u062f\u064a \u0627\u0644\u0641\u0634\u0644 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062a\u063a\u064a\u064a\u0631 \u0628\u0634\u0643\u0644 \u0635\u062d\u064a\u062d \u0625\u0644\u0649 \u0627\u0646\u062e\u0641\u0627\u0636 \u0645\u0639\u062f\u0644\u0627\u062a \u0627\u0644\u062a\u0628\u0646\u064a \u0648\u0636\u064a\u0627\u0639 \u0641\u0631\u0635 \u0644\u062a\u062d\u0633\u064a\u0646 \u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u062f\u0627\u062e\u0644 \u0645\u0624\u0633\u0633\u062a\u0643 \u0627\u0644\u0645\u0646\u0638\u0645\u0629.<\/li>\n\n\n\n<li><strong>\u062a\u0639\u0642\u064a\u062f \u0627\u0644\u0646\u0638\u0627\u0645 \u0628\u0634\u0643\u0644 \u0645\u0641\u0631\u0637<\/strong> \u0641\u064a \u062d\u064a\u0646 \u0642\u062f \u064a\u0643\u0648\u0646 \u0645\u0646 \u0627\u0644\u0645\u063a\u0631\u064a \u062a\u0645\u0643\u064a\u0646 \u0643\u0644 \u0645\u064a\u0632\u0629 \u0645\u062a\u0627\u062d\u0629\u060c \u0641\u0625\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0645\u0639\u0642\u062f \u0644\u0644\u063a\u0627\u064a\u0629 \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0631\u0628\u0643 \u0627\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u064a\u0646 \u0648\u064a\u0628\u0637\u0626 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629. \u0627\u0628\u062f\u0623 \u0628\u0627\u0644\u0648\u0638\u0627\u0626\u0641 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0648\u062a\u0648\u0633\u0639 \u062a\u062f\u0631\u064a\u062c\u064a\u064b\u0627 \u0645\u0639 \u0627\u0639\u062a\u064a\u0627\u062f \u0641\u0631\u064a\u0642\u0643 \u0639\u0644\u0649 \u0627\u0644\u0645\u0646\u0635\u0629.<\/li>\n\n\n\n<li><strong>\u0625\u0647\u0645\u0627\u0644 \u062c\u0648\u062f\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a<\/strong> \u062a\u0631\u062d\u064a\u0644 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0631\u062f\u064a\u0626\u0629 \u0623\u0648 \u063a\u064a\u0631 \u0627\u0644\u0645\u0643\u062a\u0645\u0644\u0629 \u064a\u0642\u0648\u0636 \u0642\u064a\u0645\u0629 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0643 \u0641\u064a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621. \u0627\u0633\u062a\u062b\u0645\u0631 \u0627\u0644\u0648\u0642\u062a \u0641\u064a \u062a\u0646\u0638\u064a\u0641 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646\u0647\u0627 \u0642\u0628\u0644 \u0627\u0644\u062a\u0646\u0641\u064a\u0630 \u0644\u0636\u0645\u0627\u0646 \u0627\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0631\u0624\u0649 \u0645\u0648\u062b\u0648\u0642\u0629 \u0648\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u0646\u0641\u064a\u0630 \u062a\u062f\u0639\u0645 \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629 \u0648\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644.<\/li>\n\n\n\n<li><strong>\u062a\u062c\u0627\u0647\u0644 \u0627\u0644\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629<\/strong> \u064a\u062c\u0628 \u0623\u0646 \u062a\u0636\u0645\u0646 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0623\u0646 \u0633\u064a\u0631 \u0639\u0645\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0648\u062a\u062e\u0632\u064a\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u064a\u062a\u0648\u0627\u0641\u0642\u0627\u0646 \u0645\u0639 \u0627\u0644\u0644\u0648\u0627\u0626\u062d \u0630\u0627\u062a \u0627\u0644\u0635\u0644\u0629 \u0648\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u0633\u064a\u0627\u062f\u0629. \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0624\u062f\u064a \u0625\u063a\u0641\u0627\u0644 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0625\u0644\u0649 \u062a\u0639\u0631\u064a\u0636 \u0645\u0624\u0633\u0633\u062a\u0643 \u0644\u062e\u0637\u0631 \u063a\u064a\u0631 \u0636\u0631\u0648\u0631\u064a \u0648\u062a\u062f\u0642\u064a\u0642 \u062a\u0646\u0638\u064a\u0645\u064a \u0648\u062a\u0639\u0642\u064a\u062f\u0627\u062a \u062a\u0634\u063a\u064a\u0644\u064a\u0629.<\/li>\n\n\n\n<li><strong>\u0627\u0644\u0641\u0634\u0644 \u0641\u064a \u0627\u0644\u062a\u062e\u0637\u064a\u0637 \u0644\u0644\u062a\u0643\u0627\u0645\u0644:<\/strong> \u0625\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0630\u064a \u064a\u0641\u0634\u0644 \u0641\u064a \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0628\u0641\u0639\u0627\u0644\u064a\u0629 \u0645\u0639 \u0623\u062f\u0648\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638\u060c \u0623\u0648 \u0628\u0631\u0627\u0645\u062c \u0627\u0644\u062a\u062e\u0637\u064a\u0637 \u0627\u0644\u0645\u0627\u0644\u064a\u060c \u0623\u0648 \u0623\u0646\u0638\u0645\u0629 \u0627\u0644\u0623\u0639\u0645\u0627\u0644 \u0627\u0644\u0623\u062e\u0631\u0649\u060c \u064a\u0624\u062f\u064a \u0625\u0644\u0649 \u0625\u0646\u0634\u0627\u0621 \u0635\u0648\u0627\u0645\u0639 \u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0639\u062f\u0645 \u0643\u0641\u0627\u0621\u0629 \u062a\u0634\u063a\u064a\u0644\u064a\u0629. \u064a\u062c\u0628 \u0625\u0639\u0637\u0627\u0621 \u0627\u0644\u0623\u0648\u0644\u0648\u064a\u0629 \u0644\u0642\u062f\u0631\u0627\u062a \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0645\u0646 \u0627\u0644\u0628\u062f\u0627\u064a\u0629 \u0644\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0627\u0644\u0633\u064a\u0637\u0631\u0629 \u0639\u0644\u0649 \u0627\u0644\u0628\u0646\u064a\u0629 \u0627\u0644\u062a\u062d\u062a\u064a\u0629 \u0627\u0644\u062a\u0643\u0646\u0648\u0644\u0648\u062c\u064a\u0629 \u0627\u0644\u0643\u0627\u0645\u0644\u0629 \u0644\u062f\u064a\u0643.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0644\u0627\u0644\u062a\u0632\u0627\u0645 \u0628\u0647\u0630\u0647 \u0627\u0644\u0645\u0645\u0627\u0631\u0633\u0627\u062a \u0627\u0644\u0641\u0636\u0644\u0649 \u0648\u062a\u062c\u0646\u0628 \u0627\u0644\u0623\u062e\u0637\u0627\u0621 \u0627\u0644\u0634\u0627\u0626\u0639\u0629\u060c \u064a\u0645\u0643\u0646 \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0625\u0637\u0644\u0627\u0642 \u0627\u0644\u0639\u0646\u0627\u0646 \u0644\u0644\u0625\u0645\u0643\u0627\u0646\u0627\u062a \u0627\u0644\u0643\u0627\u0645\u0644\u0629 \u0644\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u062f\u064a\u0647\u0645 \u0645\u0639 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0633\u064a\u0627\u062f\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a. \u0625\u0646 \u0627\u062a\u0628\u0627\u0639 \u0646\u0647\u062c \u0645\u062f\u0631\u0648\u0633 \u0648\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a \u0644\u0644\u062a\u0646\u0641\u064a\u0630 \u0644\u0627 \u064a\u0624\u062f\u064a \u0641\u0642\u0637 \u0625\u0644\u0649 \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a\u060c \u0628\u0644 \u064a\u0624\u0633\u0633 \u0623\u064a\u0636\u064b\u0627 \u0644\u0623\u0633\u0627\u0633 \u0639\u0644\u0627\u0642\u0627\u062a \u0623\u0642\u0648\u0649 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0646\u062c\u0627\u062d \u0645\u0633\u062a\u062f\u0627\u0645 \u0644\u0644\u0623\u0639\u0645\u0627\u0644 \u0641\u064a \u0627\u0644\u0628\u064a\u0626\u0629 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0645\u0646\u0638\u0645\u0629 \u0627\u0644\u064a\u0648\u0645.<\/p>","protected":false},"excerpt":{"rendered":"<p>Introduction This guide is for banks, wealth managers, and financial institutions seeking the best CRM solution. Selecting the right CRM is critical for compliance, client satisfaction, and operational efficiency in the financial sector. If you are searching for the best CRM for banks wealth managers InvestGlass, this article will help you understand why a tailored [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49391,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,48,95],"class_list":["post-49367","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-sales-automation","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Beyond Sales: The Best CRM for Banks Wealth Managers<\/title>\n<meta name=\"description\" content=\"Explore Beyond Sales: The Best CRM for Banks Wealth Managers - InvestGlass. Discover tailored CRM solutions for finance.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ar\/beyond-sales-the-best-crm-for-banks-wealth-managers-investglass\/\" \/>\n<meta property=\"og:locale\" content=\"ar_AR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Beyond Sales: The Best CRM for Banks Wealth Managers InvestGlass\" \/>\n<meta property=\"og:description\" content=\"Introduction This guide is for banks, wealth managers, and financial institutions seeking the best CRM solution. 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