{"id":49379,"date":"2026-03-26T10:58:49","date_gmt":"2026-03-26T09:58:49","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49379"},"modified":"2026-03-26T11:08:01","modified_gmt":"2026-03-26T10:08:01","slug":"popular-crms-for-private-banks-family-offices-which-are-most-popular-worldwide","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ar\/popular-crms-for-private-banks-family-offices-which-are-most-popular-worldwide\/","title":{"rendered":"\u0623\u0643\u062b\u0631 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0634\u064a\u0648\u0639\u064b\u0627 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u0629: \u0645\u0627 \u0647\u064a \u0627\u0644\u0623\u0643\u062b\u0631 \u0627\u0646\u062a\u0634\u0627\u0631\u064b\u0627 \u0639\u0644\u0649 \u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u0639\u0627\u0644\u0645\u061f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u0641\u064a \u0647\u0630\u0627 \u0627\u0644\u0645\u0642\u0627\u0644\u060c \u0633\u062a\u062a\u0639\u0631\u0641 \u0639\u0644\u0649 \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0631\u0627\u0626\u062f\u0629 \u0648\u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629\u060c \u0648\u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u0627\u0644\u0628\u062d\u062b \u0639\u0646\u0647\u0627\u060c \u0648\u0643\u064a\u0641\u064a\u0629 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\u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0639\u0628\u0627\u0631\u0629 \u0639\u0646 \u0645\u0646\u0635\u0627\u062a \u0645\u062a\u062e\u0635\u0635\u0629 \u0639\u0644\u0649 \u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0645\u062b\u0644 <strong>\u0633\u062d\u0627\u0628\u0629 Salesforce \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629<\/strong> \u0648 <strong>\u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a \u062f\u064a\u0646\u0627\u0645\u064a\u0643\u0633 365<\/strong>, \u060c \u0627\u0644\u062a\u064a \u0647\u064a <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d9%85%d8%a7-%d9%87%d9%8a-%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%b9%d9%84%d8%a7%d9%82%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d8%a7%d9%84%d9%85%d8%b5%d8%b1%d9%81%d9%8a%d8%a9-%d9%81%d9%8a\/\" target=\"_self\">\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a 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\u060c \u0627\u0644\u062a\u064a \u062a\u062c\u0645\u0639 \u0628\u064a\u0646 \u0625\u0645\u0643\u0627\u0646\u064a\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0642\u0648\u064a\u0629 \u0648\u0623\u062f\u0648\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0648\u0627\u0633\u062a\u064a\u0639\u0627\u0628 \u0627\u0644\u0639\u0645\u0644\u0627\u0621. \u062a\u0639\u062f \u0625\u062f\u0627\u0631\u0629 \u062c\u0647\u0627\u062a \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0627\u0644\u0642\u0648\u064a\u0629 \u0645\u064a\u0632\u0629 \u0623\u0633\u0627\u0633\u064a\u0629 \u0644\u062c\u0645\u064a\u0639 \u0627\u0644\u062d\u0644\u0648\u0644 \u0627\u0644\u0631\u0627\u0626\u062f\u0629\u060c \u0645\u0645\u0627 \u064a\u062a\u064a\u062d \u062a\u0646\u0638\u064a\u0645 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062c\u0647\u0627\u062a \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0648\u062a\u062a\u0628\u0639\u0647\u0645 \u0648\u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0645\u0639\u0647\u0645 \u0628\u0643\u0641\u0627\u0621\u0629.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-evolving-needs-of-private-banks-and-family-offices\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0645\u062a\u0637\u0648\u0631\u0629 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u0629<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0639\u0645\u0644 \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0641\u064a \u0628\u064a\u0626\u0629 \u0641\u0631\u064a\u062f\u0629 \u0648\u0645\u062a\u0637\u0644\u0628\u0629. \u0639\u0645\u0644\u0627\u0624\u0647\u0645 \u0647\u0645 \u0623\u0641\u0631\u0627\u062f \u0630\u0648\u0648 \u062b\u0631\u0648\u0627\u062a \u0639\u0627\u0644\u064a\u0629 (HNW) \u0648\u062b\u0631\u0648\u0627\u062a \u0641\u0627\u0626\u0642\u0629 (UHNW) \u064a\u062a\u0648\u0642\u0639\u0648\u0646 \u0645\u0633\u062a\u0648\u0649 \u0645\u0646 \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0645\u062e\u0635\u0635\u0629 \u0648\u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0634\u062e\u0635\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u062a\u062c\u0627\u0648\u0632 \u0628\u0643\u062b\u064a\u0631 \u0645\u0627 \u062a\u0642\u062f\u0645\u0647 \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u0627\u0633\u062a\u0647\u0644\u0627\u0643\u064a\u0629. \u0641\u064a \u0647\u0630\u0627 \u0627\u0644\u0633\u064a\u0627\u0642\u060c \u062a\u0639\u062f \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0636\u0631\u0648\u0631\u064a\u0629 \u0644\u062a\u0644\u0628\u064a\u0629 \u0647\u0630\u0647 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a. \u064a\u062a\u0637\u0644\u0628 \u0647\u0630\u0627 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0627 \u064a\u0642\u062a\u0635\u0631 \u0639\u0644\u0649 \u0643\u0648\u0646\u0647 \u0642\u0627\u0639\u062f\u0629 \u0628\u064a\u0627\u0646\u0627\u062a \u062c\u0647\u0627\u062a \u0627\u062a\u0635\u0627\u0644\u060c \u0628\u0644 \u0645\u0646\u0635\u0629 \u0645\u062a\u0637\u0648\u0631\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629\u060c \u0648\u0645\u0631\u0643\u0632\u0629 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0645\u0639\u0642\u062f\u0629\u060c \u0648\u0634\u0628\u0643\u0629 \u0645\u0646 \u0627\u0644\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u0642\u0627\u0646\u0648\u0646\u064a\u0629 \u0648\u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-challenges-driving-crm-adoption\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u062a\u062d\u062f\u064a\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u062f\u0641\u0639 \u0625\u0644\u0649 \u062a\u0628\u0646\u064a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0639\u0644\u0649 \u0646\u0637\u0627\u0642 \u0648\u0627\u0633\u0639<\/strong> \u0643\u064a\u0641 \u064a\u0645\u0643\u0646\u0643 \u062a\u0642\u062f\u064a\u0645 \u062a\u062c\u0631\u0628\u0629 \u0645\u062e\u0635\u0635\u0629 \u0644\u0643\u0644 \u0639\u0645\u064a\u0644 \u0645\u0639 \u0642\u0627\u0639\u062f\u0629 \u0639\u0645\u0644\u0627\u0621 \u0645\u062a\u0632\u0627\u064a\u062f\u0629\u060c \u0645\u0639 \u0627\u0644\u062d\u0627\u062c\u0629 \u0623\u064a\u0636\u064b\u0627 \u0625\u0644\u0649 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0648\u0631\u0639\u0627\u064a\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0643\u0639\u0648\u0627\u0645\u0644 \u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u0644\u0646\u062c\u0627\u062d\u061f<\/li>\n\n\n\n<li><strong>\u0646\u0638\u0631\u0629 \u0634\u0627\u0645\u0644\u0629 \u0644\u0644\u0639\u0645\u064a\u0644:<\/strong> \u0643\u064a\u0641 \u062a\u062c\u0645\u0639 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0645\u0646 \u0645\u0635\u0627\u062f\u0631 \u0645\u062e\u062a\u0644\u0641\u0629 \u0644\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0631\u0624\u064a\u0629 \u0634\u0627\u0645\u0644\u0629 \u0628\u0632\u0627\u0648\u064a\u0629 360 \u062f\u0631\u062c\u0629 \u0644\u0643\u0644 \u0639\u0645\u064a\u0644 \u0648\u0639\u0627\u0626\u0644\u062a\u0647\u061f<\/li>\n\n\n\n<li><strong>\u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a:<\/strong> \u0643\u064a\u0641 \u062a\u0636\u0645\u0646 \u0623\u0646 \u062c\u0645\u064a\u0639 \u062a\u0641\u0627\u0639\u0644\u0627\u062a\u0643 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u062a\u062a\u0628\u0639 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0645\u0645\u0627\u0631\u0633\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0645\u062a\u0648\u0627\u0641\u0642\u0629 \u0645\u0639 \u0644\u0648\u0627\u0626\u062d \u0645\u062b\u0644 MiFID II \u0648 FINMA \u0648 GDPR\u061f<\/li>\n\n\n\n<li><strong>\u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629:<\/strong> \u0643\u064a\u0641 \u064a\u0645\u0643\u0646\u0643 \u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0631\u0648\u062a\u064a\u0646\u064a\u0629 \u0644\u062a\u062d\u0631\u064a\u0631 \u0648\u0642\u062a \u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0643 \u062d\u062a\u0649 \u064a\u062a\u0645\u0643\u0646\u0648\u0627 \u0645\u0646 \u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0625\u0634\u0631\u0627\u0643 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0628\u0646\u0627\u0621 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0648\u062a\u0642\u062f\u064a\u0645 \u0627\u0644\u0645\u0634\u0648\u0631\u0629 \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629\u061f<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-top-crm-solutions-for-private-banks-and-family-offices\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u0641\u0636\u0644 \u062d\u0644\u0648\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 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0628\u064a\u0646\u0645\u0627 \u062a\u0648\u062c\u062f \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0639\u062f\u064a\u062f\u0629 \u0641\u064a \u0627\u0644\u0633\u0648\u0642\u060c \u0641\u0625\u0646 \u0639\u062f\u062f\u064b\u0627 \u0642\u0644\u064a\u0644\u0627\u064b \u0641\u0642\u0637 \u0645\u0646 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u0646\u0627\u0633\u0628 \u062d\u0642\u064b\u0627 \u0644\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0645\u062d\u062f\u062f\u0629 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629. \u0625\u0644\u064a\u0643\u0645 \u0646\u0638\u0631\u0629 \u0639\u0644\u0649 \u0628\u0639\u0636 \u0627\u0644\u062e\u064a\u0627\u0631\u0627\u062a \u0627\u0644\u0623\u0643\u062b\u0631 \u0634\u064a\u0648\u0639\u064b\u0627. <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%a3%d8%b3%d9%87%d9%85-%d8%a7%d9%84%d8%ae%d8%a7%d8%b5%d8%a9\/\" target=\"_self\">\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629<\/a> \u062a\u062a\u0648\u0641\u0631 \u0627\u0644\u0623\u0646\u0638\u0645\u0629 \u0623\u064a\u0636\u064b\u0627 \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u0639\u0645\u0644 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u0645\u0644\u0643\u064a\u0629 \u0627\u0644\u062e\u0627\u0635\u0629.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-salesforce-financial-services-cloud\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">1. \u0633\u062d\u0627\u0628\u0629 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0644\u0633\u064a\u0644\u0632\u0641\u0648\u0631\u0633<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0633\u062d\u0627\u0628\u0629 Salesforce \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629<\/strong> \u062a\u0639\u062a\u0628\u0631 \u0634\u0631\u0643\u0629 \u0631\u0627\u0626\u062f\u0629 \u0641\u064a \u0633\u0648\u0642 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0644\u0623\u0633\u0628\u0627\u0628 \u0648\u062c\u064a\u0647\u0629. \u0641\u0647\u064a \u062a\u0642\u062f\u0645 \u0645\u0646\u0635\u0629 \u0642\u0648\u064a\u0629 \u0648\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0628\u062f\u0631\u062c\u0629 \u0639\u0627\u0644\u064a\u0629 \u064a\u0645\u0643\u0646 \u062a\u0643\u064a\u064a\u0641\u0647\u0627 \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0645\u062d\u062f\u062f\u0629 \u0644\u0623\u064a \u0645\u0624\u0633\u0633\u0629 \u0645\u0627\u0644\u064a\u0629. \u0648\u0628\u0635\u0641\u062a\u0647\u0627 \u0631\u0627\u0626\u062f\u0629 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0641\u0625\u0646\u0647\u0627 \u062a\u062a\u0641\u0648\u0642 \u0641\u064a \u0645\u0633\u0627\u0639\u062f\u0629 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0639\u0644\u0649 \u062a\u062d\u0633\u064a\u0646 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u0628\u0633\u064a\u0637 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a\u060c \u0648\u0636\u0645\u0627\u0646 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0639\u0644\u0649 \u0645\u062f\u0627\u0631 \u062f\u0648\u0631\u0629 \u062d\u064a\u0627\u0629 \u0627\u0644\u0639\u0645\u064a\u0644. \u0648\u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629\u060c \u0641\u0625\u0646 \u0646\u0642\u0627\u0637 \u0642\u0648\u062a\u0647\u0627 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0647\u064a:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u0631\u0633\u0645 \u0627\u0644\u062e\u0631\u0627\u0626\u0637 \u0644\u0644\u0639\u0644\u0627\u0642\u0627\u062a:<\/strong> \u064a\u062a\u064a\u062d \u0644\u0643 \u0631\u0633\u0645 \u062e\u0631\u064a\u0637\u0629 \u0644\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0623\u0633\u0631\u064a\u0629 \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0648\u0627\u0644\u0631\u0648\u0627\u0628\u0637 \u0627\u0644\u0645\u0647\u0646\u064a\u0629\u060c \u0645\u0645\u0627 \u064a\u0645\u0646\u062d\u0643 \u0635\u0648\u0631\u0629 \u0648\u0627\u0636\u062d\u0629 \u0644\u0634\u0628\u0643\u0629 \u0643\u0644 \u0639\u0645\u064a\u0644.<\/li>\n\n\n\n<li><strong>\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0627\u062a\u0635\u0627\u0644:<\/strong> \u062a\u0648\u0641\u0631 \u0627\u0644\u0645\u0646\u0635\u0629 \u0645\u064a\u0632\u0627\u062a \u0634\u0627\u0645\u0644\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u062c\u0647\u0627\u062a \u0627\u0644\u0627\u062a\u0635\u0627\u0644\u060c \u0645\u0645\u0627 \u064a\u062a\u064a\u062d \u0644\u0643 \u062a\u0646\u0638\u064a\u0645 \u0648\u062a\u062e\u0632\u064a\u0646 \u0648\u062a\u062a\u0628\u0639 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062c\u0647\u0627\u062a \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0628\u0643\u0641\u0627\u0621\u0629.<\/li>\n\n\n\n<li><strong>\u0645\u064a\u0632\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a:<\/strong> \u064a\u062a\u0636\u0645\u0646 \u0623\u062f\u0648\u0627\u062a \u0644\u062a\u062a\u0628\u0639 \u0627\u0644\u062d\u0633\u0627\u0628\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0648\u0627\u0644\u0623\u0647\u062f\u0627\u0641 \u0648\u0627\u0644\u0623\u062f\u0627\u0621\u060c \u0645\u0645\u0627 \u064a\u0633\u0627\u0639\u062f\u0643 \u0639\u0644\u0649 \u062a\u0642\u062f\u064a\u0645 \u0645\u0634\u0648\u0631\u0629 \u0623\u0643\u062b\u0631 \u0634\u0645\u0648\u0644\u0627\u064b.<\/li>\n\n\n\n<li><strong>\u0646\u0638\u0627\u0645 \u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0648\u0627\u0633\u0639<\/strong> \u064a\u0642\u062f\u0645 \u0645\u062a\u062c\u0631 \u062a\u0637\u0628\u064a\u0642\u0627\u062a Salesforce AppExchange \u0645\u0643\u062a\u0628\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0627\u0644\u062e\u0627\u0631\u062c\u064a\u0629 \u0627\u0644\u062a\u064a \u064a\u0645\u0643\u0646\u0647\u0627 \u062a\u0648\u0633\u064a\u0639 \u0648\u0638\u0627\u0626\u0641 \u0627\u0644\u0645\u0646\u0635\u0629.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0648\u0644\u0643\u0646\u060c \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0639\u0627\u0644\u064a \u0639\u064a\u0628\u064b\u0627 \u0623\u064a\u0636\u064b\u0627. \u063a\u0627\u0644\u0628\u064b\u0627 \u0645\u0627 \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\u0646\u0641\u064a\u0630 \u0648\u0627\u0644\u0635\u064a\u0627\u0646\u0629 \u0627\u0644\u0645\u0633\u062a\u0645\u0631\u0629\u060c \u0648\u0642\u062f \u062a\u062d\u062a\u0627\u062c \u0625\u0644\u0649 \u0641\u0631\u064a\u0642 \u0645\u062a\u062e\u0635\u0635 \u0645\u0646 \u062e\u0628\u0631\u0627\u0621 Salesforce \u0644\u062a\u062d\u0642\u064a\u0642 \u0623\u0642\u0635\u0649 \u0627\u0633\u062a\u0641\u0627\u062f\u0629 \u0645\u0646\u0647. \u0648\u0647\u0646\u0627 \u062d\u064a\u062b \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0627\u0644\u062d\u0644 \u0627\u0644\u0623\u0643\u062b\u0631 \u062a\u0631\u0643\u064a\u0632\u064b\u0627 \u0645\u062b\u0644 InvestGlass \u0628\u062f\u064a\u0644\u0627\u064b \u0645\u0642\u0646\u0639\u064b\u0627.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-microsoft-dynamics-365\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">2. \u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a \u062f\u0627\u064a\u0646\u0627\u0645\u064a\u0643\u0633 365<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a \u062f\u064a\u0646\u0627\u0645\u064a\u0643\u0633 365<\/strong> \u0647\u0648 \u0644\u0627\u0639\u0628 \u0631\u0626\u064a\u0633\u064a \u0622\u062e\u0631 \u0641\u064a \u0633\u0648\u0642 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)\u060c \u0648\u0647\u0648 \u062e\u064a\u0627\u0631 \u0634\u0627\u0626\u0639 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0633\u062a\u062b\u0645\u0631 \u0628\u0627\u0644\u0641\u0639\u0644 \u0628\u0643\u062b\u0627\u0641\u0629 \u0641\u064a \u0646\u0638\u0627\u0645 \u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a \u0627\u0644\u0628\u064a\u0626\u064a. \u062a\u0634\u0645\u0644 \u0645\u0632\u0627\u064a\u0627\u0647 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u062a\u0643\u0627\u0645\u0644 \u0633\u0644\u0633 \u0645\u0639 Office 365:<\/strong> \u0625\u0646\u0647 \u064a\u0639\u0645\u0644 \u0628\u0633\u0644\u0627\u0633\u0629 \u0645\u0639 \u0645\u0646\u062a\u062c\u0627\u062a Microsoft \u0627\u0644\u0623\u062e\u0631\u0649 \u0645\u062b\u0644 Outlook \u0648 Excel \u0648 SharePoint\u060c \u0645\u0645\u0627 \u064a\u062c\u0639\u0644 \u0645\u0646 \u0627\u0644\u0633\u0647\u0644 \u0639\u0644\u0649 \u0641\u0631\u064a\u0642\u0643 \u0627\u0644\u062a\u0639\u0627\u0648\u0646 \u0648\u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a.<\/li>\n\n\n\n<li><strong>\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0642\u0648\u064a\u0629<\/strong> \u064a\u062a\u0636\u0645\u0646 \u0623\u062f\u0648\u0627\u062a \u0642\u0648\u064a\u0629 \u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0623\u0639\u0645\u0627\u0644 \u0648\u0627\u0644\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0627\u0644\u062a\u064a \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0633\u0627\u0639\u062f\u0643 \u0641\u064a \u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0627\u062a\u062c\u0627\u0647\u0627\u062a \u0648\u0627\u0644\u0641\u0631\u0635.<\/li>\n\n\n\n<li><strong>\u062e\u064a\u0627\u0631\u0627\u062a \u0646\u0634\u0631 \u0645\u0631\u0646\u0629<\/strong> \u064a\u0645\u0643\u0646 \u0646\u0634\u0631\u0647 \u0641\u064a \u0627\u0644\u0633\u062d\u0627\u0628\u0629 \u0623\u0648 \u0645\u062d\u0644\u064a\u0627\u064b\u060c \u0645\u0645\u0627 \u064a\u0645\u0646\u062d\u0643 \u0645\u0632\u064a\u062f\u0627\u064b \u0645\u0646 \u0627\u0644\u062a\u062d\u0643\u0645 \u0641\u064a \u0628\u064a\u0627\u0646\u0627\u062a\u0643.<\/li>\n\n\n\n<li><strong>\u062a\u0628\u0633\u064a\u0637 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0628\u064a\u0639<\/strong> \u064a\u0642\u062f\u0645 Dynamics 365 \u0623\u062f\u0648\u0627\u062a \u0645\u062e\u0635\u0635\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0648\u062a\u062d\u0633\u064a\u0646 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0628\u064a\u0639\u060c \u0648\u062f\u0639\u0645 \u0627\u0644\u0645\u0634\u0627\u0631\u0643\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0648\u0637\u0648\u064a\u0644\u0629 \u0627\u0644\u0623\u062c\u0644 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0627\u062a\u062e\u0627\u0630 \u0627\u0644\u0642\u0631\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0629 \u0625\u0644\u0649 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0641\u064a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0645\u062b\u0644 \u0633\u064a\u0644\u0632 \u0641\u0648\u0631\u0633\u060c \u062f \u062a\u0645\u064a\u0632 365 \u0647\u0648 \u0645\u0646\u0635\u0629 \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0628\u062f\u0631\u062c\u0629 \u0639\u0627\u0644\u064a\u0629 \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0645\u0639\u0642\u062f\u0629 \u0644\u0644\u062a\u0637\u0628\u064a\u0642 \u0648\u0627\u0644\u0625\u062f\u0627\u0631\u0629. \u0625\u0646\u0647 \u062d\u0644 \u0642\u0648\u064a\u060c \u0648\u0644\u0643\u0646\u0647 \u0642\u062f \u064a\u0643\u0648\u0646 \u0645\u0641\u0631\u0637\u064b\u0627 \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0627\u0644\u0635\u063a\u064a\u0631\u0629 \u0623\u0648 \u0623\u0648\u0644\u0626\u0643 \u0627\u0644\u0630\u064a\u0646 \u0644\u0627 \u064a\u062d\u062a\u0627\u062c\u0648\u0646 \u0625\u0644\u0649 \u0643\u0644 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0625\u0636\u0627\u0641\u064a\u0629.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-wealthbox\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">3. \u0648\u064a\u0644\u062b \u0628\u0648\u0643\u0633<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0648\u064a\u0644\u062b \u0628\u0648\u0643\u0633<\/strong> \u0647\u0648 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u062d\u062f\u064a\u062b \u0648\u0633\u0647\u0644 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0645\u0635\u0645\u0645 \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646. \u0625\u0646\u0647 \u062e\u064a\u0627\u0631 \u0634\u0627\u0626\u0639 \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0635\u063a\u064a\u0631\u0629 \u0648\u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0633\u062a\u0642\u0644\u064a\u0646 \u0627\u0644\u0630\u064a\u0646 \u064a\u0631\u064a\u062f\u0648\u0646 \u062d\u0644\u0627\u064b \u0628\u0633\u064a\u0637\u064b\u0627 \u0648\u0628\u062f\u064a\u0647\u064a\u064b\u0627 \u064a\u0633\u0647\u0644 \u0625\u0639\u062f\u0627\u062f\u0647 \u0648\u0627\u0633\u062a\u062e\u062f\u0627\u0645\u0647. \u062a\u0634\u0645\u0644 \u0645\u064a\u0632\u0627\u062a\u0647 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u0648\u0627\u062c\u0647\u0629 \u0628\u062f\u064a\u0647\u064a\u0629<\/strong> \u0644\u062f\u064a\u0647\u0627 \u0648\u0627\u062c\u0647\u0629 \u0646\u0638\u064a\u0641\u0629 \u0648\u062d\u062f\u064a\u062b\u0629 \u0633\u0647\u0644\u0629 \u0627\u0644\u062a\u0635\u0641\u062d\u060c \u062d\u062a\u0649 \u0644\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u064a\u0646 \u063a\u064a\u0631 \u0627\u0644\u062a\u0642\u0646\u064a\u064a\u0646.<\/li>\n\n\n\n<li><strong>\u0623\u062f\u0648\u0627\u062a \u062a\u0639\u0627\u0648\u0646\u064a\u0629:<\/strong> \u0625\u0646\u0647 \u064a\u062a\u0636\u0645\u0646 \u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u0646 \u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u062a\u0639\u0627\u0648\u0646\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0633\u0647\u0644 \u0639\u0644\u0649 \u0641\u0631\u064a\u0642\u0643 \u0627\u0644\u0639\u0645\u0644 \u0645\u0639\u064b\u0627 \u0648\u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a\u060c \u0645\u0645\u0627 \u064a\u062f\u0639\u0645 \u0645\u0634\u0627\u0631\u0643\u0629 \u0623\u0642\u0648\u0649 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u0646 \u062e\u0644\u0627\u0644 \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a.<\/li>\n\n\n\n<li><strong>\u062a\u0637\u0628\u064a\u0642 \u062c\u0648\u0627\u0644<\/strong> \u062a\u0637\u0628\u064a\u0642 \u062c\u0648\u0627\u0644 \u0642\u0648\u064a \u064a\u0633\u0645\u062d \u0644\u0643 \u0628\u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0628\u064a\u0627\u0646\u0627\u062a \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 \u0645\u0646 \u0623\u064a \u0645\u0643\u0627\u0646.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0628\u064a\u0646\u0645\u0627 \u064a\u0639\u062f Wealthbox \u062d\u0644\u0627\u064b \u0631\u0627\u0626\u0639\u064b\u0627 \u0644\u0644\u0639\u062f\u064a\u062f \u0645\u0646 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646\u060c \u0625\u0644\u0627 \u0623\u0646\u0647 \u0642\u062f \u0644\u0627 \u064a\u0645\u062a\u0644\u0643 \u062c\u0645\u064a\u0639 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0645\u062a\u0642\u062f\u0645\u0629 \u0627\u0644\u062a\u064a \u064a\u062a\u0637\u0644\u0628\u0647\u0627 \u0628\u0646\u0643 \u062e\u0627\u0635 \u0643\u0628\u064a\u0631 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a \u0645\u062a\u0639\u062f\u062f. \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0623\u0648\u0644\u0626\u0643 \u0627\u0644\u0630\u064a\u0646 \u0644\u062f\u064a\u0647\u0645 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0623\u0643\u062b\u0631 \u062a\u0639\u0642\u064a\u062f\u064b\u0627\u060c \u0641\u0625\u0646 \u0645\u0646\u0635\u0629 \u0623\u0643\u062b\u0631 \u0634\u0645\u0648\u0644\u0627\u064b \u0645\u062b\u0644 <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 \u062c\u0644\u0627\u0633 \u0633\u064a \u0622\u0631 \u0625\u0645 \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629<\/a> \u0642\u062f \u064a\u0643\u0648\u0646 \u0645\u0644\u0627\u0621\u0645\u0629 \u0623\u0641\u0636\u0644.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-addepar\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u062f\u064a\u0628\u0627\u0631<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0623\u062f\u064a\u0628\u0627\u0631<\/strong> \u0648\u0644\u0643\u0646\u0647\u0627 \u0645\u0646\u0635\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a 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\u0647\u064a:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a<\/strong> \u064a\u0645\u0643\u0646 \u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0645\u0646 \u0645\u062c\u0645\u0648\u0639\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u0645\u0635\u0627\u062f\u0631\u060c \u0645\u0645\u0627 \u064a\u0645\u0646\u062d\u0643 \u0631\u0624\u064a\u0629 \u0648\u0627\u062d\u062f\u0629 \u0648\u0645\u0648\u062d\u062f\u0629 \u0644\u062c\u0645\u064a\u0639 \u0623\u0635\u0648\u0644 \u0639\u0645\u0644\u0627\u0626\u0643.<\/li>\n\n\n\n<li><strong>\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0627\u0644\u0645\u062d\u0641\u0638\u0629<\/strong> \u062a\u062a\u0636\u0645\u0646 \u0645\u062c\u0645\u0648\u0639\u0629 \u0634\u0627\u0645\u0644\u0629 \u0645\u0646 \u0623\u062f\u0648\u0627\u062a \u062a\u062d\u0644\u064a\u0644 \u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u0642\u0648\u064a\u0629 \u0627\u0644\u062a\u064a \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0633\u0627\u0639\u062f\u0643 \u0641\u064a \u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0627\u062a\u062c\u0627\u0647\u0627\u062a \u0648\u0627\u0644\u0641\u0631\u0635.<\/li>\n\n\n\n<li><strong>\u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/strong> \u064a\u062a\u064a\u062d \u0644\u0643 \u0625\u0646\u0634\u0627\u0621 \u062a\u0642\u0627\u0631\u064a\u0631 \u0639\u0645\u0644\u0627\u0621 \u0645\u062e\u0635\u0635\u0629 \u062c\u0645\u064a\u0644\u0629 \u0648\u0633\u0647\u0644\u0629 \u0627\u0644\u0641\u0647\u0645.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0645\u0643\u0646 \u0644\u0640 Addepar \u0623\u064a\u0636\u064b\u0627 \u062f\u0639\u0645 \u062a\u062d\u062f\u064a\u062f \u0645\u0635\u0627\u062f\u0631 \u0627\u0644\u0635\u0641\u0642\u0627\u062a \u0648\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629 \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0639\u0627\u0645\u0644\u0629 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629 \u0623\u0648 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629\u060c \u0645\u0645\u0627 \u064a\u0633\u0627\u0639\u062f \u0639\u0644\u0649 \u062a\u0628\u0633\u064a\u0637 \u062a\u062d\u062f\u064a\u062f \u0641\u0631\u0635 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0623\u0646\u0634\u0637\u0629 \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629 \u0627\u0644\u0645\u062a\u062e\u0635\u0635\u0629 \u0645\u062b\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0635\u0641\u0642\u0627\u062a\u060c \u0648\u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0645\u0639 \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u064a\u0646\u060c \u0648\u062c\u0645\u0639 \u0627\u0644\u0623\u0645\u0648\u0627\u0644\u060c \u0648\u0627\u0644\u0625\u0634\u0631\u0627\u0641 \u0639\u0644\u0649 \u0627\u0644\u0645\u062d\u0641\u0638\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0628\u064a\u0646\u0645\u0627 Addeapra \u0642\u0648\u064a <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\u0627\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638<\/a>, \u060c \u0625\u0645\u0643\u0627\u0646\u064a\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0647 \u0645\u062d\u062f\u0648\u062f\u0629. \u0645\u0646 \u0627\u0644\u0623\u0641\u0636\u0644 \u0627\u0633\u062a\u062e\u062f\u0627\u0645\u0647 \u0628\u0627\u0644\u0627\u0642\u062a\u0631\u0627\u0646 \u0645\u0639 \u062d\u0644 \u0645\u062a\u062e\u0635\u0635 \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u062b\u0644 InvestGlass\u060c \u0648\u0627\u0644\u0630\u064a \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0648\u0641\u0631 \u0623\u062f\u0648\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u0641\u062a\u0642\u0631 \u0625\u0644\u064a\u0647\u0627 Addepar.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-investglass-advantage-a-modern-all-in-one-solution\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0645\u064a\u0632\u0629 InvestGlass: \u062d\u0644 \u062d\u062f\u064a\u062b \u0648\u0634\u0627\u0645\u0644<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0628\u062d\u062b \u0639\u0646 \u062d\u0644 \u0634\u0627\u0645\u0644 \u0648\u062d\u062f\u064a\u062b\u060c, <strong>\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/strong> \u0647\u0648 \u062e\u064a\u0627\u0631 \u0645\u0645\u062a\u0627\u0632. \u0625\u0646\u0647\u0627 \u0645\u0646\u0635\u0629 \u0645\u0631\u0646\u0629 \u0648\u0642\u0648\u064a\u0629 \u062a\u062c\u0645\u0639 \u0628\u064a\u0646 \u0623\u0641\u0636\u0644 \u0645\u064a\u0632\u0627\u062a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062a\u0642\u0644\u064a\u062f\u064a \u0648\u0645\u062c\u0645\u0648\u0639\u0629 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\u0631\u0627\u062d\u0629 \u0627\u0644\u0628\u0627\u0644 \u0627\u0644\u062a\u064a \u062a\u0623\u062a\u064a \u0645\u0639 \u0627\u0644\u0623\u0645\u0627\u0646 \u0630\u064a \u0627\u0644\u062c\u0648\u062f\u0629 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629 \u0648\u0627\u0644\u0633\u064a\u0627\u062f\u0629 \u0639\u0644\u0649 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a. \u0647\u0630\u0647 \u0646\u0642\u0637\u0629 \u0627\u0639\u062a\u0628\u0627\u0631 \u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u0623\u064a \u0634\u0631\u0643\u0629 \u062a\u062a\u0639\u0627\u0645\u0644 \u0645\u0639 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062d\u0633\u0627\u0633\u0629. \u064a\u0645\u0643\u0646\u0643 \u0645\u0639\u0631\u0641\u0629 \u0627\u0644\u0645\u0632\u064a\u062f \u062d\u0648\u0644 \u0627\u0644\u062a\u0632\u0627\u0645\u0646\u0627 \u0628\u0640 <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\">\u0633\u064a\u0627\u062f\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0647\u0646\u0627<\/a>.<\/li>\n\n\n\n<li><strong>\u0645\u0631\u0646 \u0648\u0642\u0627\u0628\u0644 \u0644\u0644\u062a\u062e\u0635\u064a\u0635<\/strong> \u0625\u0646 InvestGlass \u0645\u0646\u0635\u0629 \u0645\u0631\u0646\u0629 \u0644\u0644\u063a\u0627\u064a\u0629 \u064a\u0645\u0643\u0646 \u062a\u062e\u0635\u064a\u0635\u0647\u0627 \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u062e\u0627\u0635\u0629 \u0644\u0634\u0631\u0643\u062a\u0643. \u0633\u0648\u0627\u0621 \u0643\u0646\u062a \u0645\u0643\u062a\u0628\u064b\u0627 \u0639\u0627\u0626\u0644\u064a\u064b\u0627 \u0635\u063a\u064a\u0631\u064b\u0627 \u0623\u0648 \u0628\u0646\u0643\u064b\u0627 \u062e\u0627\u0635\u064b\u0627 \u0643\u0628\u064a\u0631\u064b\u0627\u060c \u064a\u0645\u0643\u0646\u0643 \u062a\u0643\u064a\u064a\u0641 \u0627\u0644\u0645\u0646\u0635\u0629 \u0645\u0639 \u0633\u064a\u0631 \u0639\u0645\u0644\u0643 \u0648\u0639\u0645\u0644\u064a\u0627\u062a\u0643 \u0627\u0644\u0641\u0631\u064a\u062f\u0629.<\/li>\n\n\n\n<li><strong>\u062d\u0644 \u0645\u062a\u0643\u0627\u0645\u0644<\/strong> \u0645\u0639 InvestGlass\u060c \u0644\u0633\u062a \u0628\u062d\u0627\u062c\u0629 \u0625\u0644\u0649 \u062a\u062c\u0645\u064a\u0639 \u0623\u0646\u0638\u0645\u0629 \u0645\u062e\u062a\u0644\u0641\u0629 \u0644\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0627\u0644\u0648\u0638\u0627\u0626\u0641 \u0627\u0644\u062a\u064a \u062a\u062d\u062a\u0627\u062c\u0647\u0627. \u0625\u0646\u0647 \u062d\u0644 \u0645\u062a\u0643\u0627\u0645\u0644 \u064a\u062a\u0636\u0645\u0646 \u0643\u0644 \u0634\u064a\u0621 \u0628\u062f\u0621\u064b\u0627 \u0645\u0646 \u0646\u0638\u0627\u0645 \u0642\u0648\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%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> \u0625\u0644\u0649 \u0631\u0627\u0642\u064a <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>.<\/li>\n\n\n\n<li><strong>\u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0627\u0644\u0623\u062a\u0645\u062a\u0629<\/strong> \u062a\u0645 \u062a\u0635\u0645\u064a\u0645 InvestGlass \u0644\u0623\u062a\u0645\u062a\u0629 \u0623\u0643\u0628\u0631 \u0639\u062f\u062f \u0645\u0645\u0643\u0646 \u0645\u0646 \u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0631\u0648\u062a\u064a\u0646\u064a\u0629\u060c \u0645\u0645\u0627 \u064a\u0648\u0641\u0631 \u0648\u0642\u062a \u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0643 \u0644\u064a\u0631\u0643\u0632\u0648\u0627 \u0639\u0644\u0649 \u0645\u0627 \u064a\u062c\u064a\u062f\u0648\u0646\u0647: \u0628\u0646\u0627\u0621 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0648\u062a\u0642\u062f\u064a\u0645 \u0627\u0644\u0645\u0634\u0648\u0631\u0629 \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a3%d9%81%d8%b6%d9%84-3-%d8%ad%d8%a7%d9%84%d8%a7%d8%aa-%d8%a7%d8%b3%d8%aa%d8%ae%d8%af%d8%a7%d9%85-%d8%a3%d9%81%d8%b6%d9%84-3-%d8%ad%d8%a7%d9%84%d8%a7%d8%aa-%d8%a7%d8%b3%d8%aa%d8%ae%d8%af%d8%a7\/\" target=\"_self\">\u0623\u062f\u0648\u0627\u062a \u0623\u062a\u0645\u062a\u0629 \u0628\u062f\u0648\u0646 \u062a\u0631\u0645\u064a\u0632<\/a> \u0627\u0644\u0645\u0633\u0627\u0639\u062f\u0629 \u0641\u064a \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629 \u0648\u062f\u0639\u0645 \u062a\u062a\u0628\u0639 \u0627\u0644\u062a\u0642\u062f\u0645 \u0641\u064a \u0627\u0644\u0645\u0628\u0627\u062f\u0631\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629\u060c \u0645\u0645\u0627 \u064a\u062c\u0639\u0644 \u0645\u0646 \u0627\u0644\u0633\u0647\u0644 \u0625\u0646\u0634\u0627\u0621 \u0633\u064a\u0631 \u0639\u0645\u0644 \u0642\u0648\u064a \u062f\u0648\u0646 \u0643\u062a\u0627\u0628\u0629 \u0633\u0637\u0631 \u0648\u0627\u062d\u062f \u0645\u0646 \u0627\u0644\u062a\u0639\u0644\u064a\u0645\u0627\u062a \u0627\u0644\u0628\u0631\u0645\u062c\u064a\u0629.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-the-right-crm-for-your-firm\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\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\u0634\u0631\u0643\u062a\u0643<\/span><\/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\u0645\u0646\u0627\u0633\u0628 \u0642\u0631\u0627\u0631\u064b\u0627 \u062d\u0627\u0633\u0645\u064b\u0627 \u0633\u064a\u0643\u0648\u0646 \u0644\u0647 \u062a\u0623\u062b\u064a\u0631 \u0643\u0628\u064a\u0631 \u0639\u0644\u0649 \u0646\u062c\u0627\u062d \u0634\u0631\u0643\u062a\u0643. \u0625\u0644\u064a\u0643 \u0628\u0639\u0636 \u0627\u0644\u0639\u0648\u0627\u0645\u0644 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u0645\u0631\u0627\u0639\u0627\u062a\u0647\u0627:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u062d\u062c\u0645 \u0634\u0631\u0643\u062a\u0643 \u0648\u062a\u0639\u0642\u064a\u062f\u0647\u0627<\/strong> \u0633\u064a\u0643\u0648\u0646 \u0644\u062f\u0649 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u0629 \u0635\u063a\u064a\u0631 \u0623\u062d\u0627\u062f\u064a \u0627\u0644\u063a\u0631\u0636 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0645\u062e\u062a\u0644\u0641\u0629 \u062a\u0645\u0627\u0645\u064b\u0627 \u0639\u0646 \u0628\u0646\u0643 \u062e\u0627\u0635 \u0643\u0628\u064a\u0631 \u0645\u062a\u0639\u062f\u062f \u0627\u0644\u062c\u0646\u0633\u064a\u0627\u062a. \u064a\u062c\u0628 \u0623\u0646 \u062a\u0631\u0643\u0632 \u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629 \u0639\u0644\u0649 \u0648\u062c\u0647 \u0627\u0644\u062e\u0635\u0648\u0635 \u0639\u0644\u0649 \u0627\u062e\u062a\u064a\u0627\u0631 \u0628\u0631\u0646\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062e\u0627\u0635 \u0628\u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629 \u0627\u0644\u0645\u0646\u0627\u0633\u0628 \u0627\u0644\u0630\u064a \u064a\u062a\u0648\u0627\u0641\u0642 \u0645\u0639 \u062d\u062c\u0645 \u0639\u0645\u0644\u064a\u0627\u062a\u0647\u0627 \u0648\u062a\u0639\u0642\u064a\u062f\u0647\u0627.<\/li>\n\n\n\n<li><strong>\u0645\u0643\u062f\u0633 \u0627\u0644\u062a\u0642\u0646\u064a\u0629 \u0627\u0644\u062d\u0627\u0644\u064a \u0627\u0644\u062e\u0627\u0635 \u0628\u0643:<\/strong> \u0625\u0630\u0627 \u0643\u0646\u062a \u0645\u0633\u062a\u062b\u0645\u0631\u064b\u0627 \u0628\u0627\u0644\u0641\u0639\u0644 \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631 \u0641\u064a \u0646\u0638\u0627\u0645 \u062a\u0642\u0646\u064a \u0645\u0639\u064a\u0646 (\u0645\u062b\u0644 Microsoft \u0623\u0648 Salesforce)\u060c \u0641\u0642\u062f \u064a\u0643\u0648\u0646 \u0645\u0646 \u0627\u0644\u0645\u0646\u0637\u0642\u064a \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 (CRM) \u064a\u062a\u0643\u0627\u0645\u0644 \u062c\u064a\u062f\u064b\u0627 \u0645\u0639 \u0623\u0646\u0638\u0645\u062a\u0643 \u0627\u0644\u062d\u0627\u0644\u064a\u0629.<\/li>\n\n\n\n<li><strong>\u0645\u064a\u0632\u0627\u0646\u064a\u062a\u0643:<\/strong> \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u062a\u0631\u0627\u0648\u062d \u0623\u0633\u0639\u0627\u0631 \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0645\u0646 \u0628\u0636\u0639 \u0645\u0626\u0627\u062a \u0645\u0646 \u0627\u0644\u062f\u0648\u0644\u0627\u0631\u0627\u062a \u0634\u0647\u0631\u064a\u064b\u0627 \u0625\u0644\u0649 \u0645\u0626\u0627\u062a \u0627\u0644\u0622\u0644\u0627\u0641 \u0645\u0646 \u0627\u0644\u062f\u0648\u0644\u0627\u0631\u0627\u062a \u0633\u0646\u0648\u064a\u064b\u0627. \u062a\u0623\u0643\u062f \u0645\u0646 \u0623\u0646 \u0644\u062f\u064a\u0643 \u0641\u0647\u0645\u064b\u0627 \u0648\u0627\u0636\u062d\u064b\u0627 \u0644\u0645\u064a\u0632\u0627\u0646\u064a\u062a\u0643 \u0642\u0628\u0644 \u0627\u0644\u0628\u062f\u0621 \u0641\u064a \u0627\u0644\u0628\u062d\u062b.<\/li>\n\n\n\n<li><strong>\u0627\u0644\u062e\u0628\u0631\u0629 \u0627\u0644\u062a\u0642\u0646\u064a\u0629 \u0644\u0641\u0631\u064a\u0642\u0643:<\/strong> \u0628\u0639\u0636 \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0623\u0643\u062b\u0631 \u062a\u0639\u0642\u064a\u062f\u064b\u0627 \u0645\u0646 \u063a\u064a\u0631\u0647\u0627. \u062a\u0623\u0643\u062f \u0645\u0646 \u0627\u062e\u062a\u064a\u0627\u0631 \u062d\u0644 \u064a\u0645\u0643\u0646 \u0644\u0641\u0631\u064a\u0642\u0643 \u0627\u0633\u062a\u062e\u062f\u0627\u0645\u0647 \u0628\u0641\u0639\u0627\u0644\u064a\u0629.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0641\u064a \u0646\u0647\u0627\u064a\u0629 \u0627\u0644\u0645\u0637\u0627\u0641\u060c \u064a\u062c\u0628 \u0639\u0644\u0649 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u062a\u0642\u064a\u064a\u0645 \u062e\u064a\u0627\u0631\u0627\u062a\u0647\u0627 \u0628\u0639\u0646\u0627\u064a\u0629 \u0644\u0625\u064a\u062c\u0627\u062f <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-%d8%a7%d9%84%d8%a7%d8%b3%d8%aa%d8%ab%d9%85%d8%a7%d8%b1%d9%8a\/\" target=\"_self\">\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 \u0641\u064a \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629<\/a> \u062a\u062a\u0648\u0627\u0641\u0642 \u0645\u0639 \u0645\u062a\u0637\u0644\u0628\u0627\u062a\u0647\u0645 \u0648\u0623\u0647\u062f\u0627\u0641\u0647\u0645 \u0627\u0644\u0645\u062d\u062f\u062f\u0629.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0634\u0627\u0626\u0639\u0629 (FAQs)<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0661. \u0645\u0627 \u0647\u0648 \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 (CRM) \u0644\u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a \u0635\u063a\u064a\u0631\u061f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a \u0635\u063a\u064a\u0631\u060c \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646 \u062d\u0644 \u0633\u0647\u0644 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0648\u0641\u0639\u0627\u0644 \u0645\u0646 \u062d\u064a\u062b \u0627\u0644\u062a\u0643\u0644\u0641\u0629 \u0645\u062b\u0644 Wealthbox \u0646\u0642\u0637\u0629 \u0627\u0646\u0637\u0644\u0627\u0642 \u062c\u064a\u062f\u0629. \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0623\u0648\u0644\u0626\u0643 \u0627\u0644\u0630\u064a\u0646 \u064a\u062a\u0648\u0642\u0639\u0648\u0646 \u0627\u0644\u0646\u0645\u0648 \u0648\u064a\u062d\u062a\u0627\u062c\u0648\u0646 \u0625\u0644\u0649 \u062d\u0644 \u0623\u0643\u062b\u0631 \u0642\u0627\u0628\u0644\u064a\u0629 \u0644\u0644\u062a\u0648\u0633\u0639\u060c \u0641\u0625\u0646 \u0645\u0646\u0635\u0629 \u0645\u062b\u0644 InvestGlass \u062a\u0648\u0641\u0631 \u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u064a\u0632\u0627\u062a \u0623\u0643\u062b\u0631 \u0634\u0645\u0648\u0644\u0627\u064b \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0646\u0645\u0648 \u0645\u0639 \u0634\u0631\u0643\u062a\u0643.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. \u0645\u0627 \u0647\u0648 \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\u0628\u0646\u0643 \u062e\u0627\u0635 \u0643\u0628\u064a\u0631\u061f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u062a\u0637\u0644\u0628 \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0627\u0644\u0643\u0628\u064a\u0631\u0629 \u0639\u0627\u062f\u0629\u064b \u062d\u0644\u0627\u064b \u0642\u0627\u0628\u0644\u0627\u064b \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0628\u062f\u0631\u062c\u0629 \u0639\u0627\u0644\u064a\u0629 \u0648\u0645\u0646\u0627\u0633\u0628\u064b\u0627 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0645\u062b\u0644 Salesforce Financial Services Cloud \u0623\u0648 Microsoft Dynamics 365. \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0647\u0630\u0647 \u0627\u0644\u062d\u0644\u0648\u0644 \u0645\u0639\u0642\u062f\u0629 \u0648\u0645\u0643\u0644\u0641\u0629 \u0644\u0644\u062a\u0646\u0641\u064a\u0630 \u0648\u0627\u0644\u0625\u062f\u0627\u0631\u0629. \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0648\u0641\u0631 \u062d\u0644 \u0628\u062f\u064a\u0644 \u0645\u062b\u0644 InvestGlass \u062d\u0644\u0627\u064b \u0623\u0643\u062b\u0631 \u062a\u0628\u0633\u064a\u0637\u064b\u0627 \u0648\u0641\u0639\u0627\u0644\u064a\u0629 \u0645\u0646 \u062d\u064a\u062b \u0627\u0644\u062a\u0643\u0644\u0641\u0629 \u062f\u0648\u0646 \u0627\u0644\u062a\u0636\u062d\u064a\u0629 \u0628\u0627\u0644\u0642\u0648\u0629 \u0623\u0648 \u0627\u0644\u0645\u0631\u0648\u0646\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3. \u0645\u0627 \u0647\u0648 \u0627\u0644\u0641\u0631\u0642 \u0628\u064a\u0646 \u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0648\u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u061f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0631\u0643\u0632 \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 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0645\u0645\u0627 \u064a\u0633\u0627\u0639\u062f \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0639\u0644\u0649 \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u0639\u0632\u064a\u0632 \u062a\u062c\u0631\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644\u060c \u0648\u062a\u0646\u0645\u064a\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0637\u0648\u064a\u0644\u0629 \u0627\u0644\u0623\u0645\u062f. \u0641\u064a \u0627\u0644\u0645\u0642\u0627\u0628\u0644\u060c \u062a\u0631\u0643\u0632 \u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0639\u0644\u0649 \u0625\u062f\u0627\u0631\u0629 \u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631. \u062a\u0631\u0643\u0632 \u0628\u0639\u0636 \u0627\u0644\u0645\u0646\u0635\u0627\u062a\u060c \u0645\u062b\u0644 Addepar\u060c \u0641\u064a \u0627\u0644\u0645\u0642\u0627\u0645 \u0627\u0644\u0623\u0648\u0644 \u0639\u0644\u0649 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0628\u064a\u0646\u0645\u0627 \u062a\u0642\u062f\u0645 \u0645\u0646\u0635\u0627\u062a \u0623\u062e\u0631\u0649\u060c \u0645\u062b\u0644 InvestGlass\u060c \u062d\u0644\u0627\u064b \u0623\u0643\u062b\u0631 \u062a\u0643\u0627\u0645\u0644\u0627\u064b \u064a\u0645\u0643\u0651\u0646 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0645\u0646 \u0625\u062f\u0627\u0631\u0629 \u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0636\u0645\u0646 \u0645\u0646\u0635\u0629 \u0648\u0627\u062d\u062f\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0664. \u0643\u0645 \u062a\u0628\u0644\u063a \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) \u0644\u0628\u0646\u0643 \u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a\u061f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u062e\u062a\u0644\u0641 \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) \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631 \u0627\u0639\u062a\u0645\u0627\u062f\u064b\u0627 \u0639\u0644\u0649 \u0627\u0644\u062d\u0644 \u0627\u0644\u0630\u064a \u062a\u062e\u062a\u0627\u0631\u0647 \u0648\u062d\u062c\u0645 \u0634\u0631\u0643\u062a\u0643. \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0644\u0641 \u0628\u0639\u0636 \u0627\u0644\u062d\u0644\u0648\u0644\u060c \u0645\u062b\u0644 Wealthbox\u060c \u0628\u0636\u0639 \u0645\u0626\u0627\u062a \u0645\u0646 \u0627\u0644\u062f\u0648\u0644\u0627\u0631\u0627\u062a \u0634\u0647\u0631\u064a\u064b\u0627\u060c \u0628\u064a\u0646\u0645\u0627 \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0644\u0641 \u062d\u0644\u0648\u0644 \u0623\u062e\u0631\u0649\u060c \u0645\u062b\u0644 Salesforce\u060c \u0645\u0626\u0627\u062a \u0627\u0644\u0622\u0644\u0627\u0641 \u0645\u0646 \u0627\u0644\u062f\u0648\u0644\u0627\u0631\u0627\u062a \u0633\u0646\u0648\u064a\u064b\u0627. \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u0627\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0641\u0647\u0645 \u0648\u0627\u0636\u062d \u0644\u0645\u064a\u0632\u0627\u0646\u064a\u062a\u0643 \u0642\u0628\u0644 \u0627\u0644\u0628\u062f\u0621 \u0641\u064a \u0627\u0644\u0628\u062d\u062b.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5. \u0645\u0627 \u0647\u064a \u0627\u0644\u0645\u062f\u0629 \u0627\u0644\u062a\u064a \u064a\u0633\u062a\u063a\u0631\u0642\u0647\u0627 \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\u061f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u062e\u062a\u0644\u0641 \u0648\u0642\u062a \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 (CRM) \u0623\u064a\u0636\u064b\u0627 \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631 \u0627\u0639\u062a\u0645\u0627\u062f\u064b\u0627 \u0639\u0644\u0649 \u0627\u0644\u062d\u0644 \u0627\u0644\u0630\u064a \u062a\u062e\u062a\u0627\u0631\u0647 \u0648\u062a\u0639\u0642\u064a\u062f \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0634\u0631\u0643\u062a\u0643. \u064a\u0645\u0643\u0646 \u062a\u0634\u063a\u064a\u0644 \u062d\u0644 \u0628\u0633\u064a\u0637 \u062c\u0627\u0647\u0632 \u0645\u062b\u0644 Wealthbox \u0641\u064a \u063a\u0636\u0648\u0646 \u0623\u064a\u0627\u0645\u060c \u0628\u064a\u0646\u0645\u0627 \u0642\u062f \u064a\u0633\u062a\u063a\u0631\u0642 \u062a\u0646\u0641\u064a\u0630 \u062d\u0644 \u0645\u062e\u0635\u0635 \u0644\u0644\u063a\u0627\u064a\u0629 \u0645\u062b\u0644 Salesforce \u0639\u062f\u0629 \u0623\u0634\u0647\u0631.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>6. \u0645\u0627 \u0647\u064a \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u0627\u0644\u0628\u062d\u062b \u0639\u0646\u0647\u0627 \u0641\u064a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0628\u0646\u0643 \u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a\u061f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u062a\u0636\u0645\u0646 \u0628\u0639\u0636 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u0627\u0644\u0628\u062d\u062b \u0639\u0646\u0647\u0627 \u0631\u0633\u0645 \u062e\u0631\u0627\u0626\u0637 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a\u060c \u0648\u0623\u062f\u0648\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0648\u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0648\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0627\u0644\u0645\u062d\u0627\u0641\u0638\u060c \u0648\u0625\u0639\u062f\u0627\u062f \u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644. \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u0623\u064a\u0636\u064b\u0627 \u0627\u062e\u062a\u064a\u0627\u0631 \u062d\u0644 \u0645\u0631\u0646 \u0648\u0642\u0627\u0628\u0644 \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0648\u0633\u0647\u0644 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>7. \u0645\u0627 \u0647\u064a \u0623\u0647\u0645\u064a\u0629 \u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0641\u064a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0628\u0646\u0643 \u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a\u061f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0630\u0648 \u0623\u0647\u0645\u064a\u0629 \u0642\u0635\u0648\u0649 \u0641\u064a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0628\u0646\u0643 \u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a. \u062a\u062a\u0639\u0627\u0645\u0644 \u0647\u0630\u0647 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0645\u0639 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0634\u062f\u064a\u062f\u0629 \u0627\u0644\u062d\u0633\u0627\u0633\u064a\u0629\u060c \u0648\u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0644\u0627\u062e\u062a\u0631\u0627\u0642 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0639\u0648\u0627\u0642\u0628 \u0648\u062e\u064a\u0645\u0629. \u0644\u0647\u0630\u0627 \u0627\u0644\u0633\u0628\u0628 \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u062c\u062f\u064b\u0627 \u0627\u062e\u062a\u064a\u0627\u0631 \u062d\u0644 \u064a\u0648\u0641\u0631 \u0645\u064a\u0632\u0627\u062a \u0623\u0645\u0646\u064a\u0629 \u0642\u0648\u064a\u0629 \u0648\u064a\u062a\u0648\u0627\u0641\u0642 \u0645\u0639 \u062c\u0645\u064a\u0639 \u0627\u0644\u0644\u0648\u0627\u0626\u062d \u0630\u0627\u062a \u0627\u0644\u0635\u0644\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>8. \u0645\u0627 \u0647\u0648 \u062f\u0648\u0631 \u0627\u0644\u0623\u062a\u0645\u062a\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 (CRM) \u0627\u0644\u062e\u0627\u0635 \u0628\u0627\u0644\u0628\u0646\u0643 \u0627\u0644\u062e\u0627\u0635 \u0623\u0648 \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u061f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u0645\u0643\u0646 \u0644\u0644\u0623\u062a\u0645\u062a\u0629 \u0623\u0646 \u062a\u0644\u0639\u0628 \u062f\u0648\u0631\u064b\u0627 \u0631\u0626\u064a\u0633\u064a\u064b\u0627 \u0641\u064a \u0645\u0633\u0627\u0639\u062f\u0629 \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0639\u0644\u0649 \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0648\u062a\u0648\u0641\u064a\u0631 \u0648\u0642\u062a \u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0647\u0645. \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\u062c\u064a\u062f \u0642\u0627\u062f\u0631\u064b\u0627 \u0639\u0644\u0649 \u0623\u062a\u0645\u062a\u0629 \u0645\u062c\u0645\u0648\u0639\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u0645\u0647\u0627\u0645\u060c \u0628\u062f\u0621\u064b\u0627 \u0645\u0646 \u0636\u0645 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062c\u062f\u062f \u0648\u0635\u0648\u0644\u0627\u064b \u0625\u0644\u0649 \u0625\u0639\u0627\u062f\u0629 \u0645\u0648\u0627\u0632\u0646\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>9. \u0643\u064a\u0641 \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 (CRM) \u0627\u0644\u0645\u0633\u0627\u0639\u062f\u0629 \u0641\u064a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u061f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\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 (CRM) \u0627\u0644\u0645\u0633\u0627\u0639\u062f\u0629 \u0641\u064a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a \u0628\u0639\u062f\u0629 \u0637\u0631\u0642. \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0633\u0627\u0639\u062f\u0643 \u0641\u064a \u062a\u062a\u0628\u0639 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u0646\u0634\u0627\u0621 \u062a\u0642\u0627\u0631\u064a\u0631 \u0644\u0644\u0645\u0646\u0638\u0645\u064a\u0646. \u064a\u0645\u0643\u0646\u0647 \u0623\u064a\u0636\u064b\u0627 \u0645\u0633\u0627\u0639\u062f\u062a\u0643 \u0641\u064a \u0636\u0645\u0627\u0646 \u0627\u0645\u062a\u062b\u0627\u0644 \u0634\u0631\u0643\u062a\u0643 \u0644\u0644\u0648\u0627\u0626\u062d \u0645\u062b\u0644 MiFID II \u0648 FINMA \u0648 GDPR.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>10. \u0644\u0645\u0627\u0630\u0627 \u064a\u0646\u0628\u063a\u064a \u0639\u0644\u064a\u0651 \u0627\u062e\u062a\u064a\u0627\u0631 InvestGlass \u0644\u0628\u0646\u0643\u064a \u0627\u0644\u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u062a\u064a\u061f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0625\u0646 InvestGlass \u0647\u0648 \u062d\u0644 \u062d\u062f\u064a\u062b \u0648\u0634\u0627\u0645\u0644 \u0645\u0635\u0645\u0645 \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629. \u064a\u0648\u0641\u0631 \u0645\u0632\u064a\u062c\u064b\u0627 \u0642\u0648\u064a\u064b\u0627 \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 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0648\u0623\u062f\u0648\u0627\u062a \u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0643\u0644 \u0630\u0644\u0643 \u0641\u064a \u0645\u0646\u0635\u0629 \u0648\u0627\u062d\u062f\u0629 \u0633\u0647\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645. \u0628\u0641\u0636\u0644 \u0623\u0645\u0646\u0647 \u0627\u0644\u0645\u0635\u0645\u0645 \u0648\u0641\u0642\u064b\u0627 \u0644\u0644\u0645\u0639\u0627\u064a\u064a\u0631 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629 \u0648\u062a\u0631\u0643\u064a\u0632\u0647 \u0639\u0644\u0649 \u0627\u0644\u0623\u062a\u0645\u062a\u0629\u060c \u064a\u0639\u062f InvestGlass \u0627\u0644\u062d\u0644 \u0627\u0644\u0623\u0645\u062b\u0644 \u0644\u0623\u064a \u0634\u0631\u0643\u0629 \u062c\u0627\u062f\u0629 \u0641\u064a \u0628\u0646\u0627\u0621 \u0639\u0644\u0627\u0642\u0627\u062a \u0642\u0648\u064a\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062a\u062d\u0642\u064a\u0642 \u0627\u0644\u0646\u0645\u0648.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-take-the-next-step\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u062a\u062e\u0630 \u0627\u0644\u062e\u0637\u0648\u0629 \u0627\u0644\u062a\u0627\u0644\u064a\u0629<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0647\u0644 \u0623\u0646\u062a \u0645\u0633\u062a\u0639\u062f \u0644\u062a\u0631\u0649 \u0643\u064a\u0641 \u064a\u0645\u0643\u0646 \u0644\u0640 InvestGlass \u062a\u062d\u0648\u064a\u0644 \u0628\u0646\u0643\u0643 \u0627\u0644\u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628\u0643 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u061f <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0627\u0637\u0644\u0628 \u0639\u0631\u0636\u064b\u0627 \u062a\u0648\u0636\u064a\u062d\u064a\u064b\u0627 \u0627\u0644\u064a\u0648\u0645<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0648\u0627\u0643\u062a\u0634\u0641 \u0642\u0648\u0629 \u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u062b\u0631\u0648\u0627\u062a \u062d\u062f\u064a\u062b\u0629 \u0648\u0634\u0627\u0645\u0644\u0629 \u062d\u0642\u064b\u0627.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-in-depth-analysis-of-crm-solutions\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u062d\u0644\u064a\u0644 \u0645\u0639\u0645\u0642 \u0644\u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0648\u0627\u0644\u0622\u0646\u060c \u062f\u0639\u0646\u0627 \u0646\u062a\u0639\u0645\u0642 \u0623\u0643\u062b\u0631 \u0641\u064a \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0625\u0628\u0631\u0632 \u0641\u064a \u0627\u0644\u0633\u0648\u0642\u060c \u0648\u0646\u0633\u062a\u0639\u0631\u0636 \u0645\u064a\u0632\u0627\u062a\u0647\u0627 \u0648\u0641\u0648\u0627\u0626\u062f\u0647\u0627 \u0648\u0639\u064a\u0648\u0628\u0647\u0627 \u0641\u064a \u0633\u064a\u0627\u0642 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0627\u0644\u062e\u0627\u0635\u0629\u060c \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629\u060c \u0628\u0627\u0644\u0625\u0636\u0627\u0641\u0629 \u0625\u0644\u0649 \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce-financial-services-cloud-the-behemoth-of-customisation\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\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: \u0648\u062d\u0634 \u0627\u0644\u062a\u062e\u0635\u064a\u0635<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0633\u064a\u0644\u0632 \u0641\u0648\u0631\u0633\u060c \u0627\u0644\u0627\u0633\u0645 \u0627\u0644\u0645\u0631\u0627\u062f\u0641 \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)\u060c \u062a\u0645\u062a\u0644\u0643 \u0639\u0631\u0636\u064b\u0627 \u0645\u062a\u062e\u0635\u0635\u064b\u0627 \u0644\u0644\u0642\u0637\u0627\u0639 \u0627\u0644\u0645\u0627\u0644\u064a: <strong>\u0633\u062d\u0627\u0628\u0629 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629<\/strong>. \u062a\u0645 \u0628\u0646\u0627\u0621 \u0647\u0630\u0647 \u0627\u0644\u0645\u0646\u0635\u0629 \u0639\u0644\u0649 \u0628\u0646\u064a\u0629 Salesforce \u0627\u0644\u0642\u0648\u064a\u0629 \u0648\u0647\u064a \u0645\u0635\u0645\u0645\u0629 \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0648\u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0648\u0627\u0644\u062a\u0623\u0645\u064a\u0646.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u062a\u0648\u0641\u0631 \u0627\u0644\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0627\u0644\u0645\u062a\u0642\u062f\u0645\u0629\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u0625\u0645\u0643\u0627\u0646\u064a\u0627\u062a \u0627\u0644\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0627\u0644\u062a\u0646\u0628\u0624\u064a\u0629\u060c \u0631\u0624\u0649 \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u0646\u0641\u064a\u0630\u060c \u0648\u062a\u062a\u0646\u0628\u0623 \u0628\u0641\u0631\u0635 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a\u060c \u0648\u062a\u0639\u0632\u0632 \u0627\u0644\u0623\u062a\u0645\u062a\u0629 \u0644\u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0627\u0633\u062a\u0628\u0627\u0642\u064a\u0629.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-core-strengths\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0646\u0642\u0627\u0637 \u0627\u0644\u0642\u0648\u0629 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629<\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u062e\u0635\u064a\u0635 \u0644\u0627 \u0645\u062b\u064a\u0644 \u0644\u0647<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u0643\u0645\u0646 \u0627\u0644\u0642\u0648\u0629 \u0627\u0644\u0639\u0638\u0645\u0649 \u0644\u0640 Financial Services Cloud \u0641\u064a \u0642\u0627\u0628\u0644\u064a\u062a\u0647\u0627 \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0644\u0627\u0646\u0647\u0627\u0626\u064a\u0629. \u064a\u0645\u0643\u0646 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u062a\u0634\u0643\u064a\u0644 \u0627\u0644\u0645\u0646\u0635\u0629 \u0648\u0641\u0642\u064b\u0627 \u0644\u0645\u0648\u0627\u0635\u0641\u0627\u062a\u0647\u0627 \u0627\u0644\u062f\u0642\u064a\u0642\u0629\u060c \u0648\u0625\u0646\u0634\u0627\u0621 \u0633\u064a\u0631 \u0639\u0645\u0644 \u0648\u0646\u0645\u0627\u0630\u062c \u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0648\u0627\u062c\u0647\u0627\u062a \u0645\u0633\u062a\u062e\u062f\u0645 \u0645\u062e\u0635\u0635\u0629. \u0648\u0647\u0630\u0627 \u0645\u0641\u064a\u062f \u0628\u0634\u0643\u0644 \u062e\u0627\u0635 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0627\u0644\u0643\u0628\u064a\u0631\u0629 \u0630\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0641\u0631\u064a\u062f\u0629 \u0648\u0627\u0644\u0645\u0639\u0642\u062f\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0639\u0631\u0636 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0632\u0627\u0648\u064a\u0629 360 \u062f\u0631\u062c\u0629<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u062a\u0641\u0648\u0642 \u0627\u0644\u0645\u0646\u0635\u0629 \u0641\u064a \u0625\u0646\u0634\u0627\u0621 \u0631\u0624\u064a\u0629 \u0634\u0627\u0645\u0644\u0629 \u0644\u0644\u0639\u0645\u064a\u0644. \u0641\u0647\u064a \u062a\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 \u0627\u0644\u0645\u0639\u0642\u062f\u0629\u060c \u0648\u062a\u062a\u0628\u0639 \u0627\u0644\u062d\u0633\u0627\u0628\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0648\u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0645\u0646 \u0645\u0635\u0627\u062f\u0631 \u0645\u062e\u062a\u0644\u0641\u0629. \u0648\u0647\u0630\u0627 \u064a\u0645\u0643\u0651\u0646 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0645\u0646 \u0627\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0641\u0647\u0645 \u0634\u0627\u0645\u0644 \u0644\u0644\u062d\u064a\u0627\u0629 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0644\u0639\u0645\u0644\u0627\u0626\u0647\u0645.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0646\u0638\u0627\u0645 \u0627\u0644\u0628\u064a\u0626\u064a \u0648\u0627\u0644\u062a\u0643\u0627\u0645\u0644:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0645\u062a\u062c\u0631 Salesforce AppExchange \u0647\u0648 \u0633\u0648\u0642 \u0648\u0627\u0633\u0639 \u0644\u0644\u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0627\u0644\u062e\u0627\u0631\u062c\u064a\u0629 \u0627\u0644\u062a\u064a \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0648\u0633\u0639 \u0648\u0638\u0627\u0626\u0641 Financial Services Cloud. \u0648\u0647\u0630\u0627 \u064a\u0633\u0645\u062d \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0628\u062f\u0645\u062c \u0645\u062c\u0645\u0648\u0639\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u0623\u062f\u0648\u0627\u062a\u060c \u0645\u0646 \u0628\u0631\u0627\u0645\u062c \u0627\u0644\u062a\u062e\u0637\u064a\u0637 \u0627\u0644\u0645\u0627\u0644\u064a \u0625\u0644\u0649 \u062d\u0644\u0648\u0644 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644.<\/span><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-potential-drawbacks\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0645\u0633\u0627\u0648\u0626 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u0629<\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u062a\u0639\u0642\u064a\u062f \u0648\u0627\u0644\u062a\u0643\u0644\u0641\u0629:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u0623\u062a\u064a \u062f\u0631\u062c\u0629 \u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0639\u0627\u0644\u064a\u0629 \u0628\u062b\u0645\u0646. \u0642\u062f \u064a\u0643\u0648\u0646 \u062a\u0646\u0641\u064a\u0630 \u0648\u0635\u064a\u0627\u0646\u0629 Financial Services Cloud \u0645\u0633\u0639\u0649 \u0645\u0639\u0642\u062f\u064b\u0627 \u0648\u0645\u0643\u0644\u0641\u064b\u0627\u060c \u0648\u063a\u0627\u0644\u0628\u064b\u0627 \u0645\u0627 \u064a\u062a\u0637\u0644\u0628 \u0641\u0631\u064a\u0642\u064b\u0627 \u0645\u062a\u062e\u0635\u0635\u064b\u0627 \u0645\u0646 \u062e\u0628\u0631\u0627\u0621 Salesforce.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0645\u0646\u062d\u0646\u0649 \u062a\u0639\u0644\u0645 \u062d\u0627\u062f<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0645\u062c\u0645\u0648\u0639\u0629 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0648\u0627\u0633\u0639\u0629 \u0644\u0644\u0645\u0646\u0635\u0629 \u0645\u0631\u0628\u0643\u0629 \u0644\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u064a\u0646 \u0627\u0644\u062c\u062f\u062f\u060c \u0648\u0642\u062f \u064a\u0633\u062a\u063a\u0631\u0642 \u0627\u0644\u0623\u0645\u0631 \u0648\u0642\u062a\u064b\u0627 \u0648\u062a\u062f\u0631\u064a\u0628\u064b\u0627 \u0643\u0628\u064a\u0631\u064a\u0646 \u0644\u064a\u0635\u0628\u062d \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u0648\u0646 \u0628\u0627\u0631\u0639\u064a\u0646.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0644\u064a\u0633 \u062d\u0644\u0627\u064b \u0645\u062a\u062e\u0635\u0635\u064b\u0627<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0641\u064a \u062d\u064a\u0646 \u0623\u0646\u0647 \u064a\u0645\u0643\u0646 \u062a\u062e\u0635\u064a\u0635\u0647 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0641\u0625\u0646 \u0627\u0644\u0633\u062d\u0627\u0628\u0629 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0644\u064a\u0633\u062a \u062d\u0644\u0627\u064b \u0645\u062a\u062e\u0635\u0635\u064b\u0627. \u0642\u062f \u062a\u062c\u062f \u0628\u0639\u0636 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0623\u0646\u0647\u0627 \u062a\u062a\u0636\u0645\u0646 \u0645\u064a\u0632\u0627\u062a \u0644\u0627 \u062a\u062d\u062a\u0627\u062c\u0647\u0627\u060c \u0628\u064a\u0646\u0645\u0627 \u062a\u0641\u062a\u0642\u0631 \u0625\u0644\u0649 \u0628\u0639\u0636 \u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0645\u062a\u062e\u0635\u0635\u0629 \u0627\u0644\u0645\u0648\u062c\u0648\u062f\u0629 \u0641\u064a \u0645\u0646\u0635\u0627\u062a \u0623\u0643\u062b\u0631 \u062a\u0631\u0643\u064a\u0632\u064b\u0627.<\/span><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0623\u0641\u0636\u0644 \u0644\u0640<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0627\u0644\u0643\u0628\u064a\u0631\u0629 \u0645\u062a\u0639\u062f\u062f\u0629 \u0627\u0644\u062c\u0646\u0633\u064a\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u0645\u062a\u0644\u0643 \u0627\u0644\u0645\u0648\u0627\u0631\u062f \u0644\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0641\u064a \u062d\u0644 \u0645\u0624\u0633\u0633\u064a \u0639\u0627\u0644\u064a \u0627\u0644\u062a\u062e\u0635\u064a\u0635.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-microsoft-dynamics-365-the-power-of-the-microsoft-ecosystem\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a \u062f\u0627\u064a\u0646\u0627\u0645\u064a\u0643\u0633 365: \u0642\u0648\u0629 \u0627\u0644\u0646\u0638\u0627\u0645 \u0627\u0644\u0628\u064a\u0626\u064a \u0644\u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u064a\u064f\u0639\u062f Microsoft Dynamics 365 \u0644\u0627\u0639\u0628\u064b\u0627 \u0642\u0648\u064a\u064b\u0627 \u0622\u062e\u0631 \u0641\u064a \u0633\u0627\u062d\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0647\u0648 \u062e\u064a\u0627\u0631 \u0637\u0628\u064a\u0639\u064a \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u062a\u064a \u0627\u0633\u062a\u062b\u0645\u0631\u062a \u0628\u0627\u0644\u0641\u0639\u0644 \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631 \u0641\u064a \u0646\u0638\u0627\u0645 Microsoft \u0627\u0644\u0628\u064a\u0626\u064a. \u064a\u0648\u0641\u0631 \u0645\u0646\u0635\u0629 \u0642\u0648\u064a\u0629 \u0648\u0645\u0631\u0646\u0629 \u064a\u0645\u0643\u0646 \u062a\u0643\u064a\u064a\u0641\u0647\u0627 \u0644\u0645\u062c\u0645\u0648\u0639\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u0635\u0646\u0627\u0639\u0627\u062a\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629.<\/span><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-core-strengths-0\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0646\u0642\u0627\u0637 \u0627\u0644\u0642\u0648\u0629 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629<\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u0643\u0627\u0645\u0644 \u0633\u0644\u0633 \u0645\u0639 \u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0627\u0644\u0645\u064a\u0632\u0629 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u0640 Dynamics 365 \u0647\u064a \u062a\u0643\u0627\u0645\u0644\u0647 \u0627\u0644\u0633\u0644\u0633 \u0645\u0639 \u0645\u0646\u062a\u062c\u0627\u062a Microsoft \u0627\u0644\u0623\u062e\u0631\u0649\u060c \u0645\u062b\u0644 Office 365 \u0648 Power BI \u0648 Azure. \u064a\u062a\u064a\u062d \u0630\u0644\u0643 \u062a\u062c\u0631\u0628\u0629 \u0645\u0633\u062a\u062e\u062f\u0645 \u0645\u0648\u062d\u062f\u0629 \u0648\u0645\u0646\u062a\u062c\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0627\u0644\u0645\u062a\u0642\u062f\u0645\u0629 \u0648\u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u062a\u0636\u0645\u0646 Dynamics 365 \u0625\u0645\u0643\u0627\u0646\u064a\u0627\u062a \u062a\u062d\u0644\u064a\u0644 \u0648\u0628\u064a\u0627\u0646\u0627\u062a \u0630\u0643\u0627\u0621 \u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0642\u0648\u064a\u0629 \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0633\u0627\u0639\u062f \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0641\u064a \u0627\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0631\u0624\u0649 \u0645\u0646 \u0628\u064a\u0627\u0646\u0627\u062a\u0647\u0627\u060c \u0648\u0627\u0644\u062a\u0646\u0628\u0624 \u0628\u0633\u0644\u0648\u0643 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0646\u062a\u0634\u0627\u0631 \u0645\u0631\u0646<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646 \u0646\u0634\u0631 \u0627\u0644\u0645\u0646\u0635\u0629 \u0641\u064a \u0627\u0644\u0633\u062d\u0627\u0628\u0629\u060c \u0623\u0648 \u0645\u062d\u0644\u064a\u064b\u0627\u060c \u0623\u0648 \u0628\u0646\u0645\u0648\u0630\u062c \u0647\u062c\u064a\u0646\u060c \u0645\u0645\u0627 \u064a\u0645\u0646\u062d \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0645\u0632\u064a\u062f\u064b\u0627 \u0645\u0646 \u0627\u0644\u062a\u062d\u0643\u0645 \u0641\u064a \u0628\u064a\u0627\u0646\u0627\u062a\u0647\u0627 \u0648\u0628\u0646\u064a\u062a\u0647\u0627 \u0627\u0644\u062a\u062d\u062a\u064a\u0629.<\/span><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-potential-drawbacks-0\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0645\u0633\u0627\u0648\u0626 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u0629<\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u0639\u0642\u064a\u062f \u0627\u0644\u0627\u062e\u062a\u064a\u0627\u0631<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u062a\u0643\u0648\u0646 \u0645\u062c\u0645\u0648\u0639\u0629 Dynamics 365 \u0645\u0646 \u0639\u062f\u062f \u0645\u0646 \u0627\u0644\u062a\u0637\u0628\u064a\u0642\u0627\u062a \u0627\u0644\u0645\u062e\u062a\u0644\u0641\u0629\u060c \u0648\u0642\u062f \u064a\u0643\u0648\u0646 \u0645\u0646 \u0627\u0644\u0635\u0639\u0628 \u0639\u0644\u0649 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u062a\u062d\u062f\u064a\u062f \u0623\u064a \u0645\u0646\u0647\u0627 \u062a\u062d\u062a\u0627\u062c \u0625\u0644\u064a\u0647. \u0642\u062f \u064a\u0624\u062f\u064a \u0647\u0630\u0627 \u0625\u0644\u0649 \u062a\u062c\u0631\u0628\u0629 \u0645\u0633\u062a\u062e\u062f\u0645 \u0645\u062c\u0632\u0623\u0629 \u0648\u0645\u0631\u0628\u0643\u0629 \u0625\u0630\u0627 \u0644\u0645 \u064a\u062a\u0645 \u062a\u0646\u0641\u064a\u0630\u0647\u0627 \u0628\u0634\u0643\u0644 \u0635\u062d\u064a\u062d.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u062a\u062e\u0635\u064a\u0635 \u064a\u062a\u0637\u0644\u0628 \u062e\u0628\u0631\u0629<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0645\u062b\u0644 \u0633\u0627\u0644\u0632\u0641\u0648\u0631\u0633\u060c \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646 \u062a\u062e\u0635\u064a\u0635 \u062f\u064a\u0646\u0627\u0645\u064a\u0643\u0633 365 \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0645\u062d\u062f\u062f\u0629 \u0644\u0628\u0646\u0643 \u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a \u0639\u0645\u0644\u064a\u0629 \u0645\u0639\u0642\u062f\u0629 \u0648\u062a\u0633\u062a\u063a\u0631\u0642 \u0648\u0642\u062a\u0627\u064b \u0637\u0648\u064a\u0644\u0627\u064b\u060c \u0648\u063a\u0627\u0644\u0628\u0627\u064b \u0645\u0627 \u062a\u062a\u0637\u0644\u0628 \u0645\u0633\u0627\u0639\u062f\u0629 \u0634\u0631\u064a\u0643 \u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062e\u062f\u0645\u0627\u062a \u0645\u0627\u0644\u064a\u0629 \u0623\u0642\u0644 \u0646\u0636\u062c\u064b\u0627:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0628\u064a\u0646\u0645\u0627 \u062a\u0633\u062a\u062b\u0645\u0631 \u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a \u0628\u0643\u062b\u0627\u0641\u0629 \u0641\u064a \u0625\u0645\u0643\u0627\u0646\u064a\u0627\u062a\u0647\u0627 \u0641\u064a \u0645\u062c\u0627\u0644 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0641\u0625\u0646 \u0645\u0627 \u062a\u0642\u062f\u0645\u0647 \u0644\u064a\u0633 \u0628\u0646\u0641\u0633 \u0646\u0636\u062c \u0645\u0627 \u062a\u0642\u062f\u0645\u0647 \u0633\u064a\u0644\u0632\u0641\u0648\u0631\u0633. \u0642\u062f \u062a\u062c\u062f \u0628\u0639\u0636 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0623\u0646\u0647\u0627 \u062a\u0641\u062a\u0642\u0631 \u0625\u0644\u0649 \u0628\u0639\u0636 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0645\u062a\u062e\u0635\u0635\u0629 \u0627\u0644\u062a\u064a \u062a\u062d\u062a\u0627\u062c\u0647\u0627.<\/span><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0623\u0641\u0636\u0644 \u0644\u0640<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u0633\u062a\u062b\u0645\u0631 \u0628\u0627\u0644\u0641\u0639\u0644 \u0628\u0643\u062b\u0627\u0641\u0629 \u0641\u064a \u0646\u0638\u0627\u0645 \u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a \u0627\u0644\u0628\u064a\u0626\u064a \u0648\u062a\u0628\u062d\u062b \u0639\u0646 \u0645\u0646\u0635\u0629 CRM \u0642\u0648\u064a\u0629 \u0648\u0645\u0631\u0646\u0629 \u0630\u0627\u062a \u0642\u062f\u0631\u0627\u062a \u062a\u062d\u0644\u064a\u0644\u064a\u0629 \u0648\u0630\u0643\u0627\u0621 \u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0642\u0648\u064a\u0629.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-wealthbox-the-user-friendly-choice-for-financial-advisors\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0648\u064a\u0644\u062b\u0628\u0648\u0643\u0633: \u0627\u0644\u062e\u064a\u0627\u0631 \u0633\u0647\u0644 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0648\u064a\u0644\u062b \u0628\u0648\u0643\u0633 \u0647\u0648 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u062d\u062f\u064a\u062b \u0648\u0628\u062f\u064a\u0647\u064a \u0645\u0635\u0645\u0645 \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0627\u0644\u064a\u064a\u0646. \u0644\u0642\u062f \u0627\u0643\u062a\u0633\u0628 \u0645\u062a\u0627\u0628\u0639\u0629 \u0645\u062e\u0644\u0635\u0629 \u0628\u064a\u0646 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0635\u063a\u064a\u0631\u0629 \u0648\u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\u0644\u0645\u0633\u062a\u0642\u0644\u064a\u0646 \u0627\u0644\u0630\u064a\u0646 \u064a\u0642\u062f\u0631\u0648\u0646 \u0628\u0633\u0627\u0637\u062a\u0647 \u0648\u0633\u0647\u0648\u0644\u0629 \u0627\u0633\u062a\u062e\u062f\u0627\u0645\u0647. \u064a\u062a\u0645\u064a\u0632 \u0648\u064a\u0644\u062b \u0628\u0648\u0643\u0633 \u0628\u0642\u062f\u0631\u0627\u062a\u0647 \u0627\u0644\u0642\u0648\u064a\u0629 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u062c\u0647\u0627\u062a \u0627\u0644\u0627\u062a\u0635\u0627\u0644\u060c \u0645\u0645\u0627 \u064a\u0633\u0645\u062d \u0644\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u064a\u0646 \u0628\u062a\u0646\u0638\u064a\u0645 \u0648\u062a\u062e\u0632\u064a\u0646 \u0648\u062a\u062a\u0628\u0639 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u062c\u0647\u0627\u062a \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0628\u0643\u0641\u0627\u0621\u0629\u060c \u0648\u0647\u0648 \u0623\u0645\u0631 \u0636\u0631\u0648\u0631\u064a \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0641\u0639\u0627\u0644\u0629.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-core-strengths-1\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0646\u0642\u0627\u0637 \u0627\u0644\u0642\u0648\u0629 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629<\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0628\u0633\u0627\u0637\u0629 \u0648\u0633\u0647\u0648\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0634\u062a\u0647\u0631 Wealthbox \u0628\u0648\u0627\u062c\u0647\u0629 \u0645\u0633\u062a\u062e\u062f\u0645 \u0646\u0638\u064a\u0641\u0629 \u0648\u0628\u062f\u064a\u0647\u064a\u0629. \u064a\u0633\u0647\u0644 \u0625\u0639\u062f\u0627\u062f\u0647 \u0648\u0627\u0633\u062a\u062e\u062f\u0627\u0645\u0647\u060c \u062d\u062a\u0649 \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0644\u0645\u0633\u062a\u062e\u062f\u0645\u064a\u0646 \u063a\u064a\u0631 \u0627\u0644\u062a\u0642\u0646\u064a\u064a\u0646.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0645\u064a\u0632\u0627\u062a \u062a\u0639\u0627\u0648\u0646\u064a\u0629:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u062a\u0636\u0645\u0646 \u0627\u0644\u0645\u0646\u0635\u0629 \u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u0646 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u062a\u0639\u0627\u0648\u0646\u064a\u0629\u060c \u0645\u062b\u0644 \u0627\u0644\u062a\u0642\u0648\u064a\u0645\u0627\u062a \u0627\u0644\u0645\u0634\u062a\u0631\u0643\u0629 \u0648\u0642\u0648\u0627\u0626\u0645 \u0627\u0644\u0645\u0647\u0627\u0645 \u0648\u062a\u062f\u0641\u0642 \u0627\u0644\u0623\u0646\u0634\u0637\u0629 \u0639\u0644\u0649 \u063a\u0631\u0627\u0631 \u0648\u0633\u0627\u0626\u0644 \u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0627\u0644\u0627\u062c\u062a\u0645\u0627\u0639\u064a\u060c \u0645\u0645\u0627 \u064a\u0633\u0647\u0644 \u0639\u0644\u0649 \u0627\u0644\u0641\u0631\u0642 \u0627\u0644\u0639\u0645\u0644 \u0645\u0639\u064b\u0627.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u0637\u0628\u064a\u0642 \u062c\u0648\u0627\u0644 \u0642\u0648\u064a<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u062a\u0644\u0643 Wealthbox \u062a\u0637\u0628\u064a\u0642\u064b\u0627 \u0642\u0648\u064a\u064b\u0627 \u0648\u0645\u062a\u0643\u0627\u0645\u0644 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0644\u0644\u062c\u0648\u0627\u0644 \u064a\u0633\u0645\u062d \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0628\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a\u0647\u0645 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0623\u062b\u0646\u0627\u0621 \u0627\u0644\u062a\u0646\u0642\u0644.<\/span><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-potential-drawbacks-1\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0645\u0633\u0627\u0648\u0626 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u0629<\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u062e\u0635\u064a\u0635 \u0645\u062d\u062f\u0648\u062f<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0628\u064a\u0646\u0645\u0627 \u062a\u0639\u062a\u0628\u0631 \u0628\u0633\u0627\u0637\u062a\u0647\u0627 \u0646\u0642\u0637\u0629 \u0642\u0648\u0629\u060c \u0625\u0644\u0627 \u0623\u0646\u0647\u0627 \u062a\u0645\u062b\u0644 \u0623\u064a\u0636\u064b\u0627 \u0642\u064a\u062f\u064b\u0627. \u064a\u0642\u062f\u0645 Wealthbox \u062e\u064a\u0627\u0631\u0627\u062a \u062a\u062e\u0635\u064a\u0635 \u0645\u062d\u062f\u0648\u062f\u0629\u060c \u0648\u0627\u0644\u062a\u064a \u0642\u062f \u0644\u0627 \u062a\u0643\u0648\u0646 \u0643\u0627\u0641\u064a\u0629 \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0630\u0627\u062a \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0623\u0643\u062b\u0631 \u062a\u0639\u0642\u064a\u062f\u064b\u0627.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u064a\u0641\u062a\u0642\u0631 \u0625\u0644\u0649 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0645\u062a\u0642\u062f\u0645\u0629<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u0641\u062a\u0642\u0631 \u0627\u0644\u0645\u0646\u0635\u0629 \u0625\u0644\u0649 \u0628\u0639\u0636 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0645\u062a\u0642\u062f\u0645\u0629 \u0627\u0644\u0645\u0648\u062c\u0648\u062f\u0629 \u0641\u064a \u062d\u0644\u0648\u0644 \u0623\u0643\u062b\u0631 \u0645\u0644\u0627\u0621\u0645\u0629 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a\u060c \u0645\u062b\u0644 \u0623\u062a\u0645\u062a\u0629 \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644 \u0627\u0644\u0645\u0639\u0642\u062f\u0629 \u0648\u0645\u0624\u0634\u0631\u0627\u062a \u0627\u0644\u0623\u062f\u0627\u0621 \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0644\u064a\u0633\u062a \u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u062b\u0631\u0648\u0627\u062a \u0634\u0627\u0645\u0644\u0629:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0648\u064a\u0644\u062b\u0628\u0648\u0643\u0633 \u0647\u0648 \u0641\u064a \u0627\u0644\u0623\u0633\u0627\u0633 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0644\u0627 \u064a\u062a\u0636\u0645\u0646 \u0623\u062f\u0648\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0648\u0625\u0639\u062f\u0627\u062f \u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u0623\u062f\u0627\u0621 \u0627\u0644\u0645\u0648\u062c\u0648\u062f\u0629 \u0641\u064a \u0645\u0646\u0635\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u0623\u0643\u062b\u0631 \u0634\u0645\u0648\u0644\u0627\u064b.<\/span><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0623\u0641\u0636\u0644 \u0644\u0640<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u0634\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0635\u063a\u064a\u0631\u0629 \u0648\u0627\u0644\u0645\u062a\u0648\u0633\u0637\u0629 \u0627\u0644\u062a\u064a \u062a\u0628\u062d\u062b \u0639\u0646 \u062d\u0644 CRM \u0628\u0633\u064a\u0637 \u0648\u0633\u0647\u0644 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0648\u0628\u0623\u0633\u0639\u0627\u0631 \u0645\u0639\u0642\u0648\u0644\u0629.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-addepar-the-data-driven-wealth-management-platform\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u062f\u064a\u0628\u0627\u0631: \u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u0645\u0639\u062a\u0645\u062f\u0629 \u0639\u0644\u0649 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0623\u062f\u064a\u0628\u0627\u0631 \u0644\u064a\u0633\u062a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u062a\u0642\u0644\u064a\u062f\u064a\u060c \u0628\u0644 \u0647\u064a \u0645\u0646\u0635\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u062a\u0631\u0643\u0632 \u0639\u0644\u0649 \u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u062a\u062d\u0644\u064a\u0644\u0647\u0627 \u0648\u0625\u0639\u062f\u0627\u062f \u0627\u0644\u062a\u0642\u0627\u0631\u064a\u0631. \u0648\u0647\u064a \u062e\u064a\u0627\u0631 \u0634\u0627\u0626\u0639 \u0644\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0648\u0634\u0631\u0643\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u0623\u062e\u0631\u0649 \u0627\u0644\u062a\u064a \u062a\u062f\u064a\u0631 \u0645\u062d\u0627\u0641\u0638 \u0645\u0639\u0642\u062f\u0629 \u0648\u0645\u062a\u0639\u062f\u062f\u0629 \u0627\u0644\u0623\u0635\u0648\u0644. \u0642\u062f \u062a\u0633\u062a\u0641\u064a\u062f \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u062a\u064a \u0644\u062f\u064a\u0647\u0627 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0641\u064a \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629 \u0645\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u062e\u0627\u0635 \u0628\u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629 \u0623\u0648 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u062e\u0627\u0635\u0629 \u0628\u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629\u060c \u0648\u0627\u0644\u062a\u064a \u062a\u0645 \u062a\u0635\u0645\u064a\u0645\u0647\u0627 \u0644\u062a\u0628\u0633\u064a\u0637 \u062a\u062f\u0641\u0642 \u0627\u0644\u0635\u0641\u0642\u0627\u062a \u0648\u062a\u0639\u0632\u064a\u0632 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631\u064a\u0646 \u0648\u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629 \u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-core-strengths-2\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0646\u0642\u0627\u0637 \u0627\u0644\u0642\u0648\u0629 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629<\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u062a\u0637\u0628\u064a\u0639\u0647\u0627:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u062a\u0641\u0648\u0642 Addepar \u0641\u064a \u062a\u062c\u0645\u064a\u0639 \u0648\u062a\u0637\u0628\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0645\u0646 \u0645\u062c\u0645\u0648\u0639\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u0645\u0635\u0627\u062f\u0631\u060c \u0628\u0645\u0627 \u0641\u064a \u0630\u0644\u0643 \u0627\u0644\u0648\u0635\u0627\u0629 \u0648\u0627\u0644\u0628\u0646\u0648\u0643 \u0648\u0645\u0646\u0635\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u0628\u062f\u064a\u0644\u0629. \u064a\u0648\u0641\u0631 \u0647\u0630\u0627 \u0631\u0624\u064a\u0629 \u0648\u0627\u062d\u062f\u0629 \u0648\u0645\u0648\u062d\u062f\u0629 \u0644\u062b\u0631\u0648\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0628\u0623\u0643\u0645\u0644\u0647\u0627.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0642\u0648\u064a\u0629<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u062a\u0636\u0645\u0646 \u0627\u0644\u0645\u0646\u0635\u0629 \u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u0646 \u0623\u062f\u0648\u0627\u062a \u0627\u0644\u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0642\u0648\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0633\u0645\u062d \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0628\u062a\u062d\u0644\u064a\u0644 \u0623\u062f\u0627\u0621 \u0627\u0644\u0645\u062d\u0641\u0638\u0629 \u0648\u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0648\u0627\u0644\u0625\u0633\u0646\u0627\u062f.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u0642\u0627\u0631\u064a\u0631 \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u062e\u0635\u064a\u0635<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u0633\u0645\u062d Addepar \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0628\u0625\u0646\u0634\u0627\u0621 \u062a\u0642\u0627\u0631\u064a\u0631 \u0639\u0645\u0644\u0627\u0621 \u0645\u062e\u0635\u0635\u0629 \u0648\u0627\u062d\u062a\u0631\u0627\u0641\u064a\u0629 \u0644\u0644\u063a\u0627\u064a\u0629.<\/span><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-potential-drawbacks-2\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0645\u0633\u0627\u0648\u0626 \u0627\u0644\u0645\u062d\u062a\u0645\u0644\u0629<\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0648\u0638\u0627\u0626\u0641 \u0645\u062d\u062f\u0648\u062f\u0629 \u0644\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0628\u064a\u0646\u0645\u0627 \u064a\u0645\u062a\u0644\u0643 \u0628\u0639\u0636 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0634\u0628\u064a\u0647\u0629 \u0628\u0640 CRM\u060c \u0641\u0625\u0646 Addepar \u0644\u064a\u0633 \u0646\u0638\u0627\u0645 CRM \u0645\u062e\u0635\u0635\u0627\u064b. \u0625\u0646\u0647 \u064a\u0641\u062a\u0642\u0631 \u0625\u0644\u0649 \u0623\u062f\u0648\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0648\u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a \u0648\u0627\u0644\u062a\u0633\u0648\u064a\u0642 \u0627\u0644\u0645\u0648\u062c\u0648\u062f\u0629 \u0641\u064a \u0646\u0638\u0627\u0645 CRM \u062d\u0642\u064a\u0642\u064a.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u0643\u0644\u0641\u0629 \u0639\u0627\u0644\u064a\u0629<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0623\u062f\u064a\u0628\u0631 \u0647\u0648 \u062d\u0644 \u0645\u062a\u0645\u064a\u0632\u060c \u0648\u0642\u062f \u064a\u0643\u0648\u0646 \u0633\u0639\u0631\u0647 \u0628\u0639\u064a\u062f \u0627\u0644\u0645\u0646\u0627\u0644 \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0635\u063a\u064a\u0631\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0631\u0643\u0632 \u0639\u0644\u0649 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0648\u0644\u064a\u0633 \u0627\u0644\u0623\u0634\u062e\u0627\u0635<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0627\u0644\u0645\u0646\u0635\u0629 \u0645\u062f\u0641\u0648\u0639\u0629 \u0628\u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631\u060c \u0648\u0642\u062f \u062a\u062c\u062f \u0628\u0639\u0636 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0623\u0646\u0647\u0627 \u062a\u0641\u062a\u0642\u0631 \u0625\u0644\u0649 \u0627\u0644\u0644\u0645\u0633\u0629 \u0627\u0644\u0625\u0646\u0633\u0627\u0646\u064a\u0629 \u0627\u0644\u0644\u0627\u0632\u0645\u0629 \u0644\u0628\u0646\u0627\u0621 \u0639\u0644\u0627\u0642\u0627\u062a \u0642\u0648\u064a\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621.<\/span><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0623\u0641\u0636\u0644 \u0644\u0640<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u0629 \u0648\u0634\u0631\u0643\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u062f\u064a\u0631 \u0645\u062d\u0627\u0641\u0638 \u0645\u0639\u0642\u062f\u0629 \u0648\u0645\u062a\u0646\u0648\u0639\u0629 \u0627\u0644\u0623\u0635\u0648\u0644 \u0648\u062a\u0628\u062d\u062b \u0639\u0646 \u0645\u0646\u0635\u0629 \u0642\u0648\u064a\u0629 \u0644\u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u062a\u062d\u0644\u064a\u0644\u0647\u0627 \u0648\u0625\u0639\u062f\u0627\u062f \u0627\u0644\u062a\u0642\u0627\u0631\u064a\u0631.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-investglass-solution-the-best-of-all-worlds\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062d\u0644 \u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633: \u0627\u0644\u0623\u0641\u0636\u0644 \u0645\u0646 \u0643\u0644 \u0627\u0644\u0639\u0648\u0627\u0644\u0645<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0641\u064a \u0633\u0648\u0642 \u0628\u0647 \u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u062a\u0646\u0648\u0639\u0629 \u0645\u0646 \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c, <strong>\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/strong> \u064a\u062a\u0645\u064a\u0632 \u0643\u0628\u0631\u0646\u0627\u0645\u062c \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u062e\u062f\u0645\u0627\u062a \u0645\u0627\u0644\u064a\u0629 \u0645\u0635\u0645\u0645 \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u0644\u062a\u0639\u0627\u0645\u0644 \u0645\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u062d\u0633\u0627\u0633\u0629\u060c \u0648\u064a\u062c\u0645\u0639 \u0628\u064a\u0646 \u0623\u0641\u0636\u0644 \u0645\u064a\u0632\u0627\u062a \u0628\u0631\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062a\u0642\u0644\u064a\u062f\u064a\u0629 \u0648\u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0645\u062a\u062e\u0635\u0635\u0629 \u0627\u0644\u0644\u0627\u0632\u0645\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u0629. \u0625\u0646\u0647 \u062d\u0644 \u062d\u062f\u064a\u062b \u0648\u0634\u0627\u0645\u0644 \u0645\u0635\u0645\u0645 \u0644\u064a\u0643\u0648\u0646 \u0642\u0648\u064a\u064b\u0627 \u0648\u0633\u0647\u0644 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0641\u064a \u0622\u0646 \u0648\u0627\u062d\u062f.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-a-truly-integrated-platform\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0645\u0646\u0635\u0629 \u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0628\u062d\u0642<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0639\u0644\u0649 \u0639\u0643\u0633 \u0627\u0644\u0639\u062f\u064a\u062f \u0645\u0646 \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0623\u062e\u0631\u0649 \u0627\u0644\u062a\u064a \u062a\u062a\u0637\u0644\u0628 \u062a\u062e\u0635\u064a\u0635\u064b\u0627 \u0648\u062f\u0645\u062c\u064b\u0627 \u0645\u0643\u062b\u0641\u064a\u0646 \u0644\u062a\u0643\u0648\u0646 \u0641\u0639\u0627\u0644\u0629\u060c \u0641\u0625\u0646 InvestGlass \u0647\u064a \u0645\u0646\u0635\u0629 \u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u062d\u0642\u064b\u0627 \u062a\u062a\u0636\u0645\u0646 \u062c\u0645\u064a\u0639 \u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u062a\u064a \u062a\u062d\u062a\u0627\u062c\u0647\u0627 \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0626\u0643\u060c \u0645\u0646 \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0627\u0644\u0623\u0648\u0644\u064a \u0625\u0644\u0649 \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0645\u0633\u062a\u0645\u0631\u0629. \u0648\u0647\u0630\u0627 \u064a\u0634\u0645\u0644:<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u0642\u0648\u064a \u0648\u0645\u0631\u0646:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0641\u064a \u062c\u0648\u0647\u0631\u0647\u0627\u060c InvestGlass \u0647\u0648 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u0642\u0648\u064a \u0648\u0645\u0631\u0646 \u064a\u0645\u0643\u0646 \u062a\u0643\u064a\u064a\u0641\u0647 \u0644\u064a\u0646\u0627\u0633\u0628 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0641\u0631\u064a\u062f\u0629 \u0644\u0634\u0631\u0643\u062a\u0643. \u064a\u062a\u064a\u062d \u0644\u0643 \u062a\u062a\u0628\u0639 \u062c\u0645\u064a\u0639 \u062a\u0641\u0627\u0639\u0644\u0627\u062a\u0643 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0625\u062f\u0627\u0631\u0629 \u062e\u0637 \u0623\u0646\u0627\u0628\u064a\u0628 \u0645\u0628\u064a\u0639\u0627\u062a\u0643\u060c \u0648\u0623\u062a\u0645\u062a\u0629 <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d9%85%d8%a7-%d9%87%d9%8a-%d8%a7%d9%84%d8%ad%d9%85%d9%84%d8%a7%d8%aa-%d8%a7%d9%84%d8%aa%d8%b3%d9%88%d9%8a%d9%82%d9%8a%d8%a9\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u062d\u0645\u0644\u0627\u062a \u0627\u0644\u062a\u0633\u0648\u064a\u0642\u064a\u0629<\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0646\u0638\u0627\u0645 \u0645\u062a\u0637\u0648\u0631 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u062a\u0636\u0645\u0646 InvestGlass \u0646\u0638\u0627\u0645\u064b\u0627 \u0645\u062a\u0637\u0648\u0631\u064b\u0627 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u064a\u0633\u0645\u062d \u0644\u0643 \u0628\u062a\u062a\u0628\u0639 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0627\u062a \u0639\u0645\u0644\u0627\u0626\u0643. \u0648\u064a\u062a\u0636\u0645\u0646 \u0623\u062f\u0648\u0627\u062a \u0644\u0625\u0639\u062f\u0627\u062f \u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u0623\u062f\u0627\u0621 \u0648\u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0648\u0625\u0639\u0627\u062f\u0629 \u0627\u0644\u062a\u0648\u0627\u0632\u0646.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0639\u0645\u0644\u064a\u0629 \u0645\u0628\u0633\u0637\u0629 \u0644\u0625\u0644\u062d\u0627\u0642 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u062a\u062d\u0642\u0642 \u0645\u0646 \u0627\u0644\u0647\u0648\u064a\u0629<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u0628\u0633\u0637 InvestGlass \u0639\u0645\u0644\u064a\u0629 \u0625\u0644\u062d\u0627\u0642 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0646\u0647\u062c \u0631\u0642\u0645\u064a \u0623\u0648\u0644\u0627\u064b. \u0648\u0647\u064a \u062a\u062a\u0636\u0645\u0646 \u0623\u062f\u0648\u0627\u062a \u0644\u062c\u0645\u0639 \u0648\u0645\u0639\u0627\u0644\u062c\u0629 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0643\u0630\u0644\u0643 \u0644\u0625\u062c\u0631\u0627\u0621 \u0641\u062d\u0648\u0635\u0627\u062a \u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643 (KYC) \u0648\u0645\u0643\u0627\u0641\u062d\u0629 \u063a\u0633\u064a\u0644 \u0627\u0644\u0623\u0645\u0648\u0627\u0644 (AML).<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 \u0622\u0645\u0646\u0629 \u0648\u062c\u0630\u0627\u0628\u0629:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u0648\u0641\u0631 \u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 InvestGlass \u0637\u0631\u064a\u0642\u0629 \u0622\u0645\u0646\u0629 \u0648\u062c\u0630\u0627\u0628\u0629 \u0644\u0639\u0645\u0644\u0627\u0626\u0643 \u0644\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u062d\u0633\u0627\u0628\u0627\u062a\u0647\u0645\u060c \u0648\u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0645\u0639 \u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0647\u0645\u060c \u0648\u0627\u0644\u0628\u0642\u0627\u0621 \u0639\u0644\u0649 \u0627\u0637\u0644\u0627\u0639 \u062f\u0627\u0626\u0645 \u0628\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0627\u062a\u0647\u0645.<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-power-of-no-code-automation\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0642\u0648\u0629 \u0627\u0644\u0623\u062a\u0645\u062a\u0629 \u0628\u062f\u0648\u0646 \u0643\u0648\u062f<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u062d\u062f \u0627\u0644\u0645\u0641\u0627\u062a\u064a\u062d \u0627\u0644\u0645\u0645\u064a\u0632\u0629 \u0644\u0640 InvestGlass \u0647\u0648 \u0645\u062d\u0631\u0643 \u0627\u0644\u062a\u0634\u063a\u064a\u0644 \u0627\u0644\u0622\u0644\u064a \u0627\u0644\u0642\u0648\u064a \u0627\u0644\u0630\u064a \u0644\u0627 \u064a\u062a\u0637\u0644\u0628 \u0623\u064a \u0623\u0643\u0648\u0627\u062f. \u0647\u0630\u0627 \u064a\u0633\u0645\u062d \u0644\u0643 \u0628\u0623\u062a\u0645\u062a\u0629 \u0645\u062c\u0645\u0648\u0639\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u0645\u0647\u0627\u0645 \u0648\u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u062f\u0648\u0646 \u0643\u062a\u0627\u0628\u0629 \u0633\u0637\u0631 \u0648\u0627\u062d\u062f \u0645\u0646 \u0627\u0644\u0623\u0643\u0648\u0627\u062f. \u0639\u0644\u0649 \u0633\u0628\u064a\u0644 \u0627\u0644\u0645\u062b\u0627\u0644\u060c \u064a\u0645\u0643\u0646\u0643 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0645\u062d\u0631\u0643 \u0627\u0644\u062a\u0634\u063a\u064a\u0644 \u0627\u0644\u0622\u0644\u064a \u0644\u0640:<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u062a\u0645\u062a\u0629 \u0639\u0645\u0644\u064a\u0629 \u0627\u0646\u0636\u0645\u0627\u0645 \u0639\u0645\u0644\u0627\u0626\u0643:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646\u0643 \u0625\u0646\u0634\u0627\u0621 \u0633\u064a\u0631 \u0639\u0645\u0644 \u064a\u0631\u0633\u0644 \u0631\u0633\u0627\u0626\u0644 \u062a\u0631\u062d\u064a\u0628\u064a\u0629 \u062a\u0644\u0642\u0627\u0626\u064a\u064b\u0627\u060c \u0648\u064a\u064f\u0639\u064a\u0646 \u0645\u0647\u0627\u0645 \u0644\u0641\u0631\u064a\u0642\u0643\u060c \u0648\u064a\u064f\u062d\u062f\u062f \u0645\u0648\u0627\u0639\u064a\u062f \u0627\u062c\u062a\u0645\u0627\u0639\u0627\u062a \u0645\u062a\u0627\u0628\u0639\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u062a\u0645\u062a\u0629 \u062d\u0645\u0644\u0627\u062a\u0643 \u0627\u0644\u062a\u0633\u0648\u064a\u0642\u064a\u0629:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646\u0643 \u0625\u0646\u0634\u0627\u0621 \u062d\u0645\u0644\u0629 \u062a\u0631\u0633\u0644 \u0631\u0633\u0627\u0626\u0644 \u0628\u0631\u064a\u062f \u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0645\u0633\u062a\u0647\u062f\u0641\u0629 \u062a\u0644\u0642\u0627\u0626\u064a\u064b\u0627 \u0644\u0639\u0645\u0644\u0627\u0626\u0643 \u0628\u0646\u0627\u0621\u064b \u0639\u0644\u0649 \u0627\u0647\u062a\u0645\u0627\u0645\u0627\u062a\u0647\u0645 \u0648\u0623\u0647\u062f\u0627\u0641\u0647\u0645 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u062a\u0645\u062a\u0629 \u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0643:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646\u0643 \u0625\u0646\u0634\u0627\u0621 \u0633\u064a\u0631 \u0639\u0645\u0644 \u064a\u0642\u0648\u0645 \u062a\u0644\u0642\u0627\u0626\u064a\u064b\u0627 \u0628\u062a\u0645\u064a\u064a\u0632 \u0627\u0644\u0623\u0646\u0634\u0637\u0629 \u0627\u0644\u0645\u0634\u0628\u0648\u0647\u0629 \u0648\u0625\u0646\u0634\u0627\u0621 \u062a\u0642\u0627\u0631\u064a\u0631 \u0644\u0641\u0631\u064a\u0642 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062e\u0627\u0635 \u0628\u0643.<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-investglass-ai-copilot-the-future-of-wealth-management\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0645\u0633\u0627\u0639\u062f InvestGlass \u0628\u062a\u0642\u0646\u064a\u0629 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a: \u0645\u0633\u062a\u0642\u0628\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u0633\u062a\u062b\u0645\u0631 InvestGlass \u0641\u064a \u0637\u0644\u064a\u0639\u0629 \u062b\u0648\u0631\u0629 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0628\u0641\u0636\u0644 \u0627\u0628\u062a\u0643\u0627\u0631\u0627\u062a\u0647\u0627 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0645\u0633\u0627\u0639\u062f \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">. \u0647\u0630\u0647 \u0627\u0644\u0623\u062f\u0627\u0629 \u0627\u0644\u0642\u0648\u064a\u0629 \u0645\u0635\u0645\u0645\u0629 \u0644\u0645\u0633\u0627\u0639\u062f\u0629 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0639\u0644\u0649 \u0623\u0646 \u064a\u0643\u0648\u0646\u0648\u0627 \u0623\u0643\u062b\u0631 \u0625\u0646\u062a\u0627\u062c\u064a\u0629 \u0648\u0641\u0639\u0627\u0644\u064a\u0629 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0623\u062a\u0645\u062a\u0629 \u0645\u062c\u0645\u0648\u0639\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u0645\u0647\u0627\u0645\u060c \u0628\u062f\u0621\u064b\u0627 \u0645\u0646 \u0625\u0646\u0634\u0627\u0621 \u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062d\u062a\u0649 \u0627\u0644\u0625\u062c\u0627\u0628\u0629 \u0639\u0644\u0649 \u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621. \u064a\u0639\u062a\u0628\u0631 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0627\u0644\u0645\u0633\u0627\u0639\u062f \u0627\u0644\u0634\u062e\u0635\u064a \u0628\u0645\u062b\u0627\u0628\u0629 \u0648\u062c\u0648\u062f \u0645\u0633\u0627\u0639\u062f \u0634\u062e\u0635\u064a \u0645\u062a\u0627\u062d \u0639\u0644\u0649 \u0645\u062f\u0627\u0631 \u0627\u0644\u0633\u0627\u0639\u0629 \u0637\u0648\u0627\u0644 \u0623\u064a\u0627\u0645 \u0627\u0644\u0623\u0633\u0628\u0648\u0639 \u0644\u0645\u0633\u0627\u0639\u062f\u062a\u0643 \u0641\u064a \u062c\u0645\u064a\u0639 \u0645\u0647\u0627\u0645\u0643 \u0627\u0644\u0625\u062f\u0627\u0631\u064a\u0629 \u0648\u0627\u0644\u062a\u062d\u0644\u064a\u0644\u064a\u0629.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-grade-security-and-data-sovereignty\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u0645\u0646 \u0628\u062f\u0631\u062c\u0629 \u0633\u0648\u064a\u0633\u0631\u064a\u0629 \u0648\u0633\u064a\u0627\u062f\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0641\u064a \u0635\u0646\u0627\u0639\u0629 \u062d\u064a\u062b \u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0627\u0644\u062e\u0635\u0648\u0635\u064a\u0629 \u0644\u0647\u0645\u0627 \u0623\u0647\u0645\u064a\u0629 \u0642\u0635\u0648\u0649\u060c \u062a\u0642\u062f\u0645 InvestGlass \u0631\u0627\u062d\u0629 \u0627\u0644\u0628\u0627\u0644 \u0627\u0644\u062a\u064a \u062a\u0623\u062a\u064a \u0645\u0639 \u0627\u0644\u0623\u0645\u0627\u0646 \u0648\u0627\u0644\u0633\u064a\u0627\u062f\u0629 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629 \u0639\u0644\u0649 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a. \u064a\u062a\u0645 \u0627\u0633\u062a\u0636\u0627\u0641\u0629 \u0645\u0646\u0635\u062a\u0646\u0627 \u0641\u064a \u0633\u0648\u064a\u0633\u0631\u0627\u060c \u0625\u062d\u062f\u0649 \u0623\u0643\u062b\u0631 \u0627\u0644\u062f\u0648\u0644 \u0623\u0645\u0627\u0646\u064b\u0627 \u0648\u0635\u062f\u0627\u0642\u0629 \u0644\u0644\u062e\u0635\u0648\u0635\u064a\u0629 \u0641\u064a \u0627\u0644\u0639\u0627\u0644\u0645. \u0647\u0630\u0627 \u064a\u0639\u0646\u064a \u0623\u0646 \u0628\u064a\u0627\u0646\u0627\u062a \u0639\u0645\u0644\u0627\u0626\u0643 \u0645\u062d\u0645\u064a\u0629 \u0628\u0645\u0648\u062c\u0628 \u0628\u0639\u0636 \u0623\u0634\u062f \u0642\u0648\u0627\u0646\u064a\u0646 \u062e\u0635\u0648\u0635\u064a\u0629 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0635\u0631\u0627\u0645\u0629 \u0641\u064a \u0627\u0644\u0639\u0627\u0644\u0645.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-detailed-comparison-of-the-top-crm-solutions\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0645\u0642\u0627\u0631\u0646\u0629 \u062a\u0641\u0635\u064a\u0644\u064a\u0629 \u0644\u0623\u0641\u0636\u0644 \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0639\u0646\u062f \u0645\u0642\u0627\u0631\u0646\u0629 \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\u0634\u0627\u0626\u0639\u0629 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629\u060c \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u0627\u0644\u0646\u0638\u0631 \u0644\u064a\u0633 \u0641\u0642\u0637 \u0625\u0644\u0649 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0648\u062e\u064a\u0627\u0631\u0627\u062a \u0627\u0644\u0646\u0634\u0631 \u0648\u0627\u0644\u062a\u0643\u0627\u0644\u064a\u0641\u060c \u0648\u0644\u0643\u0646 \u0623\u064a\u0636\u064b\u0627 \u0625\u0644\u0649 \u0643\u064a\u0641\u064a\u0629 \u0645\u0633\u0627\u0639\u062f\u0629 \u0643\u0644 \u062d\u0644 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0639\u0644\u0649 \u0641\u0647\u0645 \u0627\u062a\u062c\u0627\u0647\u0627\u062a \u0627\u0644\u0633\u0648\u0642 \u0648\u0627\u0644\u0627\u0633\u062a\u0641\u0627\u062f\u0629 \u0645\u0646\u0647\u0627. \u064a\u062a\u064a\u062d \u062a\u062d\u0644\u064a\u0644 \u0627\u062a\u062c\u0627\u0647\u0627\u062a \u0627\u0644\u0633\u0648\u0642 \u0627\u062a\u062e\u0627\u0630 \u0642\u0631\u0627\u0631\u0627\u062a \u062a\u0633\u062a\u0646\u062f \u0625\u0644\u0649 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0648\u064a\u062d\u0633\u0646 \u0623\u062f\u0627\u0621 \u0627\u0644\u0645\u062d\u0641\u0638\u0629\u060c \u0648\u064a\u0633\u0627\u0639\u062f \u0641\u064a \u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0641\u0631\u0635 \u0627\u0644\u0645\u0631\u0628\u062d\u0629 \u0641\u064a \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u062e\u0627\u0635\u0629.<\/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>\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>\u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a \u062f\u064a\u0646\u0627\u0645\u064a\u0643\u0633 365<\/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>\u0623\u062f\u064a\u0628\u0627\u0631<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/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 \u0627\u0644\u062e\u0627\u0635\u0629 \u0627\u0644\u0643\u0628\u064a\u0631\u0629\u060c \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0639\u0644\u0649 \u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u0634\u0631\u0643\u0627\u062a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0641\u064a \u0645\u0646\u0638\u0648\u0645\u0629 \u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a\u060c \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0645\u062a\u0648\u0633\u0637\u0629 \u0648\u0627\u0644\u0643\u0628\u064a\u0631\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0634\u0631\u0643\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u0634\u0627\u0631\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0635\u063a\u064a\u0631\u0629 \u0648\u0627\u0644\u0645\u062a\u0648\u0633\u0637\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u0629\u060c \u0634\u0631\u0643\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0630\u0627\u062a \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0645\u0639\u0642\u062f\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629\u060c \u0648\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u0627\u062a\u060c \u0648\u0645\u062f\u064a\u0631\u0648 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0628\u062c\u0645\u064a\u0639 \u0623\u062d\u062c\u0627\u0645\u0647\u0627<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0642\u0648\u0629 \u0627\u0644\u062c\u0630\u0639<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u062a\u062e\u0635\u064a\u0635 \u0644\u0627 \u0645\u062b\u064a\u0644 \u0644\u0647<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u062a\u0643\u0627\u0645\u0644 \u0633\u0644\u0633 \u0645\u0639 \u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a<\/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>\u062a\u062c\u0645\u064a\u0639 \u0648\u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0646\u0635\u0629 \u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0648\u0634\u0627\u0645\u0644\u0629<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0627\u0644\u062a\u062e\u0635\u064a\u0635<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0631\u062a\u0641\u0639 \u062c\u062f\u0627\u064b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0639\u0627\u0644\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0646\u062e\u0641\u0636\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u062a\u0648\u0633\u0637<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0639\u0627\u0644\u064a\u0629<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0633\u0647\u0648\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0646\u062e\u0641\u0636\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u062a\u0648\u0633\u0637<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0639\u0627\u0644\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u062a\u0648\u0633\u0637<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0639\u0627\u0644\u064a\u0629<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0627\u0644\u0646\u0634\u0631<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0633\u062d\u0627\u0628\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0633\u062d\u0627\u0628\u064a\u060c \u0645\u062d\u0644\u064a\u060c \u0647\u062c\u064a\u0646<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0633\u062d\u0627\u0628\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0633\u062d\u0627\u0628\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0633\u062d\u0627\u0628\u064a\u060c \u0645\u062d\u0644\u064a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0627\u0644\u062a\u0643\u0644\u0641\u0629<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0639\u0627\u0644\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0639\u0627\u0644\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0646\u062e\u0641\u0636\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0639\u0627\u0644\u064a\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u062a\u0648\u0633\u0637<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u0627\u0644\u0623\u0641\u0636\u0644 \u0644\u0640<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0645\u0624\u0633\u0633\u0627\u062a \u0643\u0628\u064a\u0631\u0629 \u063a\u0646\u064a\u0629 \u0628\u0627\u0644\u0645\u0648\u0627\u0631\u062f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0634\u0631\u0643\u0627\u062a \u062a\u062a\u0645\u062d\u0648\u0631 \u062d\u0648\u0644 \u0645\u0627\u064a\u0643\u0631\u0648\u0633\u0648\u0641\u062a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0634\u0631\u0643\u0627\u062a \u0627\u0633\u062a\u0634\u0627\u0631\u064a\u0629 \u0623\u0635\u063a\u0631<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0634\u0631\u0643\u0627\u062a \u0630\u0627\u062a \u0645\u062d\u0627\u0641\u0638 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629 \u0645\u0639\u0642\u062f\u0629<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0634\u0631\u0643\u0627\u062a \u062a\u0628\u062d\u062b \u0639\u0646 \u062d\u0644 \u0634\u0627\u0645\u0644 \u0648\u062d\u062f\u064a\u062b<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-the-future-of-wealth-management-is-integrated\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062e\u0627\u062a\u0645\u0629: \u0645\u0633\u062a\u0642\u0628\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0645\u062a\u0643\u0627\u0645\u0644<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u064a\u0634\u0647\u062f \u0633\u0648\u0642 \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 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u062a\u0637\u0648\u0631\u0627\u064b \u0633\u0631\u064a\u0639\u0627\u064b. \u0641\u064a \u062d\u064a\u0646 \u0623\u0646 \u0627\u0644\u062d\u0644\u0648\u0644 \u0627\u0644\u0643\u0628\u064a\u0631\u0629 \u0630\u0627\u062a \u0627\u0644\u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u0645\u0624\u0633\u0633\u064a \u0645\u062b\u0644 Salesforce \u0648 Microsoft Dynamics \u0644\u0627 \u062a\u0632\u0627\u0644 \u062a\u062a\u0645\u062a\u0639 \u0628\u062d\u0636\u0648\u0631 \u0642\u0648\u064a\u060c \u0647\u0646\u0627\u0643 \u0637\u0644\u0628 \u0645\u062a\u0632\u0627\u064a\u062f \u0639\u0644\u0649 \u0645\u0646\u0635\u0627\u062a \u0623\u0643\u062b\u0631 \u062d\u062f\u0627\u062b\u0629 \u0648\u062a\u0643\u0627\u0645\u0644\u0627\u064b \u0648\u0633\u0647\u0648\u0644\u0629 \u0641\u064a \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645. \u0644\u0642\u062f \u0634\u0642\u062a \u0627\u0644\u062d\u0644\u0648\u0644 \u0627\u0644\u0645\u062a\u062e\u0635\u0635\u0629 \u0645\u062b\u0644 Wealthbox \u0648 Addepar \u0644\u0646\u0641\u0633\u0647\u0627 \u0645\u0643\u0627\u0646\u0629 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0634\u0631\u0627\u0626\u062d \u0645\u062d\u062f\u062f\u0629 \u0645\u0646 \u0627\u0644\u0633\u0648\u0642\u060c \u0648\u0644\u0643\u0646 \u0645\u0633\u062a\u0642\u0628\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u064a\u0643\u0645\u0646 \u0641\u064a \u0645\u0646\u0635\u0629 \u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u062d\u0642\u0627\u064b \u064a\u0645\u0643\u0646\u0647\u0627 \u062a\u0648\u0641\u064a\u0631 \u062a\u062c\u0631\u0628\u0629 \u0633\u0644\u0633\u0629 \u0648\u0634\u0627\u0645\u0644\u0629 \u0644\u0643\u0644 \u0645\u0646 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0648\u0639\u0645\u0644\u0627\u0626\u0647\u0645.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0647\u0630\u0627 \u0647\u0648 \u0627\u0644\u0645\u0643\u0627\u0646 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u062a\u0623\u0644\u0642. \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0644\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\u0627\u0644\u0645\u0631\u0646 \u0648\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0645\u062d\u0627\u0641\u0638 \u0645\u062a\u0637\u0648\u0631\u060c \u0648\u0639\u0645\u0644\u064a\u0629 \u0633\u0644\u0633\u0629 \u0644\u0636\u0645 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062c\u062f\u062f\u060c \u0648\u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 \u0622\u0645\u0646\u0629\u060c \u062a\u0642\u062f\u0645 InvestGlass \u062d\u0644\u0627\u064b \u062d\u062f\u064a\u062b\u064b\u0627 \u0648\u0634\u0627\u0645\u0644\u064b\u0627 \u064a\u0646\u0627\u0633\u0628 \u062a\u0645\u0627\u0645\u064b\u0627 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629. \u0628\u062a\u0631\u0643\u064a\u0632\u0647\u0627 \u0639\u0644\u0649 \u0627\u0644\u0623\u062a\u0645\u062a\u0629 \u0648\u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0648\u0627\u0644\u0623\u0645\u0627\u0646 \u0628\u0627\u0644\u0645\u0639\u0627\u064a\u064a\u0631 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629\u060c \u0644\u0627 \u062a\u0639\u062f InvestGlass \u0645\u062c\u0631\u062f \u0646\u0638\u0627\u0645 \u0644\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0628\u0644 \u0645\u0646\u0635\u0629 \u0634\u0627\u0645\u0644\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u064a\u0645\u0643\u0646\u0647\u0627 \u0645\u0633\u0627\u0639\u062f\u062a\u0643 \u0641\u064a \u0628\u0646\u0627\u0621 \u0639\u0644\u0627\u0642\u0627\u062a \u0623\u0642\u0648\u0649 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629\u060c \u0648\u062f\u0641\u0639 \u0639\u062c\u0644\u0629 \u0627\u0644\u0646\u0645\u0648.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0625\u0630\u0627 \u0643\u0646\u062a \u062a\u0628\u062d\u062b \u0639\u0646 \u062d\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0639\u0645\u0644\u0627\u0621 (CRM) \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0633\u0627\u0639\u062f\u0643 \u0639\u0644\u0649 \u0627\u0644\u0627\u0632\u062f\u0647\u0627\u0631 \u0641\u064a \u0627\u0644\u0639\u0635\u0631 \u0627\u0644\u062c\u062f\u064a\u062f \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0641\u0625\u0646\u0646\u0627 \u0646\u0634\u062c\u0639\u0643 \u0639\u0644\u0649 \u0627\u0633\u062a\u0643\u0634\u0627\u0641 \u0645\u0627 \u062a\u0642\u062f\u0645\u0647 InvestGlass. <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0642\u0645 \u0628\u0632\u064a\u0627\u0631\u0629 \u0645\u0648\u0642\u0639\u0646\u0627 \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0644\u0645\u0639\u0631\u0641\u0629 \u0627\u0644\u0645\u0632\u064a\u062f \u0648 <\/span><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\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0637\u0644\u0628 \u0639\u0631\u0636 \u062a\u0648\u0636\u064a\u062d\u064a<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-critical-role-of-a-client-portal-in-modern-wealth-management\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u062f\u0648\u0631 \u0627\u0644\u062d\u0627\u0633\u0645 \u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u062d\u062f\u064a\u062b\u0629<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0641\u064a \u0639\u0627\u0644\u0645 \u0627\u0644\u064a\u0648\u0645 \u0627\u0644\u0631\u0642\u0645\u064a \u0623\u0648\u0644\u0627\u064b\u060c \u0644\u0645 \u064a\u0639\u062f \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0622\u0645\u0646\u0629 \u0648\u0627\u0644\u063a\u0646\u064a\u0629 \u0628\u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u062c\u0631\u062f \u2018\u0634\u064a\u0621 \u0644\u0637\u064a\u0641 \u0627\u0645\u062a\u0644\u0627\u0643\u0647\u2019 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u0629\u061b \u0628\u0644 \u0623\u0635\u0628\u062d\u062a \u0636\u0631\u0648\u0631\u0629 \u0645\u0637\u0644\u0642\u0629. \u064a\u062a\u0648\u0642\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0630\u0648\u0648 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u0639\u0627\u0644\u064a\u0629 \u062a\u062c\u0631\u0628\u0629 \u0631\u0642\u0645\u064a\u0629 \u0633\u0644\u0633\u0629 \u0648\u062c\u0630\u0627\u0628\u0629 \u062a\u0639\u0643\u0633 \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0645\u062a\u0645\u064a\u0632\u0629 \u0627\u0644\u062a\u064a \u064a\u062a\u0644\u0642\u0648\u0646\u0647\u0627 \u0634\u062e\u0635\u064a\u064b\u0627. \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0645\u0635\u0645\u0645\u0629 \u062c\u064a\u062f\u064b\u0627 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0623\u062f\u0627\u0629 \u0642\u0648\u064a\u0629 \u0644\u062a\u0639\u0632\u064a\u0632 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u062a\u0648\u0627\u0635\u0644\u060c \u0648\u062a\u0642\u062f\u064a\u0645 \u062e\u062f\u0645\u0627\u062a \u0630\u0627\u062a \u0642\u064a\u0645\u0629 \u0645\u0636\u0627\u0641\u0629.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-a-modern-client-portal\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u062d\u062f\u064a\u062b\u0629<\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%a3%d9%81%d8%b6%d9%84-5-%d8%ad%d9%84%d9%88%d9%84-%d9%84%d8%a8%d9%88%d8%a7%d8%a8%d8%a9-%d9%85%d8%b4%d8%a7%d8%b1%d9%83%d8%a9-%d9%85%d9%84%d9%81%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/\" target=\"_self\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u062a\u0628\u0627\u062f\u0644 \u0627\u0644\u0622\u0645\u0646 \u0644\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a<\/span><\/strong><\/a><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0628\u0648\u0627\u0628\u0629 \u0622\u0645\u0646\u0629 \u0644\u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a \u0627\u0644\u062d\u0633\u0627\u0633\u0629\u060c \u0645\u062b\u0644 \u0643\u0634\u0648\u0641 \u0627\u0644\u062d\u0633\u0627\u0628\u0627\u062a\u060c \u0648\u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a \u0627\u0644\u0636\u0631\u064a\u0628\u064a\u0629\u060c \u0648\u0627\u0644\u0627\u062a\u0641\u0627\u0642\u064a\u0627\u062a \u0627\u0644\u0642\u0627\u0646\u0648\u0646\u064a\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u062f\u0627\u0621 \u0627\u0644\u0645\u062d\u0641\u0638\u0629 \u0648\u0627\u0644\u062a\u062d\u0644\u064a\u0644\u0627\u062a:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0644\u0648\u062d\u0627\u062a \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u062a\u0641\u0627\u0639\u0644\u064a\u0629 \u062a\u0633\u0645\u062d \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0645\u0634\u0627\u0647\u062f\u0629 \u0623\u062f\u0627\u0621 \u0645\u062d\u0627\u0641\u0638\u0647\u0645 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629\u060c \u0648\u062a\u062d\u0644\u064a\u0644 \u062a\u062e\u0635\u064a\u0635 \u0627\u0644\u0623\u0635\u0648\u0644 \u0644\u062f\u064a\u0647\u0645\u060c \u0648\u0627\u0644\u062a\u0639\u0645\u0642 \u0641\u064a \u062a\u0641\u0627\u0635\u064a\u0644 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0627\u062a\u0647\u0645.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0645\u062d\u062a\u0648\u0649 \u0648\u0627\u062a\u0635\u0627\u0644\u0627\u062a \u0645\u062e\u0635\u0635\u0629<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0645\u0646\u0635\u0629 \u0644\u0645\u0634\u0627\u0631\u0643\u0629 \u0627\u0644\u0645\u062d\u062a\u0648\u0649 \u0627\u0644\u0634\u062e\u0635\u064a\u060c \u0645\u062b\u0644 \u062a\u062d\u062f\u064a\u062b\u0627\u062a \u0627\u0644\u0633\u0648\u0642\u060c \u0648\u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u0623\u0628\u062d\u0627\u062b\u060c \u0648\u0645\u0642\u0627\u0644\u0627\u062a \u0627\u0644\u0642\u064a\u0627\u062f\u0629 \u0627\u0644\u0641\u0643\u0631\u064a\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0642\u062f\u0631\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0630\u0627\u062a\u064a\u0629:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0627\u0644\u0642\u062f\u0631\u0629 \u0639\u0644\u0649 \u0642\u064a\u0627\u0645 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u062a\u062d\u062f\u064a\u062b \u0645\u0639\u0644\u0648\u0645\u0627\u062a\u0647\u0645 \u0627\u0644\u0634\u062e\u0635\u064a\u0629\u060c \u0648\u0625\u062f\u0627\u0631\u0629 \u062a\u0641\u0636\u064a\u0644\u0627\u062a \u0627\u0644\u0627\u062a\u0635\u0627\u0644 \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0647\u0645\u060c \u0648\u0623\u062f\u0627\u0621 \u0645\u0647\u0627\u0645 \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0630\u0627\u062a\u064a\u0629 \u0627\u0644\u0623\u062e\u0631\u0649.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0625\u0645\u0643\u0627\u0646\u064a\u0629 \u0627\u0644\u0648\u0635\u0648\u0644 \u0644\u0644\u062c\u0648\u0627\u0644<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u0635\u0645\u064a\u0645 \u0645\u062a\u062c\u0627\u0648\u0628 \u0628\u0627\u0644\u0643\u0627\u0645\u0644 \u064a\u062a\u064a\u062d \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0645\u0646 \u0623\u064a \u062c\u0647\u0627\u0632 \u0648\u0641\u064a \u0623\u064a \u0648\u0642\u062a.<\/span><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u0642\u062f\u0645 \u0623\u062d\u062f\u062b <\/span><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\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0645\u0633\u062a\u062b\u0645\u0631<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0645\u0635\u0645\u0645 \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0641\u0631\u064a\u062f\u0629 \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629. \u0625\u0646\u0647\u0627 \u0645\u0646\u0635\u0629 \u0622\u0645\u0646\u0629 \u0648\u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0648\u062c\u0630\u0627\u0628\u0629 \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0633\u0627\u0639\u062f\u0643 \u0641\u064a \u062a\u0642\u062f\u064a\u0645 \u062a\u062c\u0631\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 \u0641\u0627\u0626\u0642\u0629.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-future-of-crm-in-wealth-management-trends-to-watch\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0645\u0633\u062a\u0642\u0628\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a: \u0627\u062a\u062c\u0627\u0647\u0627\u062a \u064a\u062c\u0628 \u0645\u0631\u0627\u0639\u0627\u062a\u0647\u0627<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0639\u0627\u0644\u0645 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0641\u064a \u062d\u0627\u0644\u0629 \u062a\u063a\u064a\u0631 \u0645\u0633\u062a\u0645\u0631\u060c \u0648\u062f\u0648\u0631 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u064a\u062a\u0637\u0648\u0631 \u0645\u0639\u0647. \u0641\u064a\u0645\u0627 \u064a\u0644\u064a \u0628\u0639\u0636 \u0627\u0644\u0627\u062a\u062c\u0627\u0647\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0634\u0643\u0644 \u0645\u0633\u062a\u0642\u0628\u0644 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a:<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-the-rise-of-artificial-intelligence-ai\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">1. \u0635\u0639\u0648\u062f \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a (AI)<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0645\u0647\u064a\u0623 \u0644\u0625\u062d\u062f\u0627\u062b \u062b\u0648\u0631\u0629 \u0641\u064a \u0635\u0646\u0627\u0639\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0648\u0633\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) \u0641\u064a \u0642\u0644\u0628 \u0647\u0630\u0627 \u0627\u0644\u062a\u062d\u0648\u0644. \u064a\u0645\u0643\u0646 \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\u062f\u0639\u0648\u0645\u0629 \u0628\u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0645\u0633\u0627\u0639\u062f\u0629 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0639\u0644\u0649:<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u062a\u0645\u062a\u0629 \u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0631\u0648\u062a\u064a\u0646\u064a\u0629<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0644\u0623\u062a\u0645\u062a\u0629 \u0645\u062c\u0645\u0648\u0639\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0625\u062f\u0627\u0631\u064a\u0629 \u0648\u0627\u0644\u062a\u062d\u0644\u064a\u0644\u064a\u0629\u060c \u0645\u0645\u0627 \u064a\u062a\u064a\u062d \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\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\u0645\u0636\u0627\u0641\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0643\u062a\u0633\u0627\u0628 \u0631\u0624\u0649 \u0623\u0639\u0645\u0642 \u0644\u0644\u0639\u0645\u0644\u0627\u0621:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0644\u062a\u062d\u0644\u064a\u0644 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0623\u0646\u0645\u0627\u0637 \u0648\u0627\u0644\u062a\u0646\u0628\u0624 \u0628\u0627\u0644\u0633\u0644\u0648\u0643 \u0648\u0627\u0643\u062a\u0633\u0627\u0628 \u0641\u0647\u0645 \u0623\u0639\u0645\u0642 \u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a\u0647\u0645 \u0648\u0623\u0647\u062f\u0627\u0641\u0647\u0645.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u0642\u062f\u064a\u0645 \u062a\u062c\u0627\u0631\u0628 \u0634\u062e\u0635\u064a\u0629 \u0644\u0644\u063a\u0627\u064a\u0629:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0644\u062a\u0642\u062f\u064a\u0645 \u062a\u062c\u0627\u0631\u0628 \u0634\u062e\u0635\u064a\u0629 \u0644\u0644\u063a\u0627\u064a\u0629 \u0644\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0645\u062b\u0644 \u062a\u0648\u0635\u064a\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631 \u0627\u0644\u0645\u062e\u0635\u0635\u0629 \u0648\u062d\u0645\u0644\u0627\u062a \u0627\u0644\u062a\u0633\u0648\u064a\u0642 \u0627\u0644\u0645\u0633\u062a\u0647\u062f\u0641\u0629.<\/span><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u0642\u0648\u062f \u062b\u0648\u0631\u0629 \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a \u0628\u0627\u0628\u062a\u0643\u0627\u0631\u0627\u062a\u0647\u0627 <\/span><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\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0645\u0633\u0627\u0639\u062f \u0627\u0644\u0630\u0643\u0627\u0621 \u0627\u0644\u0627\u0635\u0637\u0646\u0627\u0639\u064a<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">. \u062a\u0645 \u062a\u0635\u0645\u064a\u0645 \u0647\u0630\u0647 \u0627\u0644\u0623\u062f\u0627\u0629 \u0627\u0644\u0642\u0648\u064a\u0629 \u0644\u0645\u0633\u0627\u0639\u062f\u0629 \u0627\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0639\u0644\u0649 \u0623\u0646 \u064a\u0643\u0648\u0646\u0648\u0627 \u0623\u0643\u062b\u0631 \u0625\u0646\u062a\u0627\u062c\u064a\u0629 \u0648\u0641\u0639\u0627\u0644\u064a\u0629 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0623\u062a\u0645\u062a\u0629 \u0645\u062c\u0645\u0648\u0639\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u0645\u0647\u0627\u0645 \u0648\u062a\u0632\u0648\u064a\u062f\u0647\u0645 \u0628\u0627\u0644\u0623\u0641\u0643\u0627\u0631 \u0627\u0644\u062a\u064a \u064a\u062d\u062a\u0627\u062c\u0648\u0646\u0647\u0627 \u0644\u062a\u0642\u062f\u064a\u0645 \u062e\u062f\u0645\u0629 \u0639\u0645\u0644\u0627\u0621 \u0641\u0627\u0626\u0642\u0629.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-the-growing-importance-of-data-analytics\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">2. \u0627\u0644\u0623\u0647\u0645\u064a\u0629 \u0627\u0644\u0645\u062a\u0632\u0627\u064a\u062f\u0629 \u0644\u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0647\u064a \u0627\u0644\u0646\u0641\u0637 \u0627\u0644\u062c\u062f\u064a\u062f\u060c \u0648\u062a\u0642\u0639 \u0634\u0631\u0643\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0639\u0644\u0649 \u0643\u0646\u0632 \u062f\u0641\u064a\u0646 \u0645\u0646\u0647\u0627. \u0625\u0646 \u0627\u0644\u0642\u062f\u0631\u0629 \u0639\u0644\u0649 \u062c\u0645\u0639 \u0647\u0630\u0647 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u062a\u062d\u0644\u064a\u0644\u0647\u0627 \u0648\u0627\u0644\u062a\u0635\u0631\u0641 \u0628\u0646\u0627\u0621\u064b \u0639\u0644\u064a\u0647\u0627 \u0633\u062a\u0643\u0648\u0646 \u0639\u0627\u0645\u0644 \u062a\u0645\u064a\u064a\u0632 \u0631\u0626\u064a\u0633\u064a \u0641\u064a \u0627\u0644\u0633\u0646\u0648\u0627\u062a \u0627\u0644\u0642\u0627\u062f\u0645\u0629. \u064a\u062c\u0628 \u0623\u0646 \u064a\u062a\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 \u0627\u0644\u062d\u062f\u064a\u062b \u0625\u0645\u0643\u0627\u0646\u064a\u0627\u062a \u0642\u0648\u064a\u0629 \u0644\u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0633\u0627\u0639\u062f \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0641\u064a:<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u062d\u062f\u064a\u062f \u0641\u0631\u0635 \u0639\u0645\u0644 \u062c\u062f\u064a\u062f\u0629<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0644\u062a\u062d\u062f\u064a\u062f \u0641\u0631\u0635 \u0639\u0645\u0644 \u062c\u062f\u064a\u062f\u0629\u060c \u0645\u062b\u0644 \u0641\u0631\u0635 \u0627\u0644\u0628\u064a\u0639 \u0627\u0644\u0645\u062a\u0642\u0627\u0637\u0639 \u0648\u0627\u0644\u0628\u064a\u0639 \u0627\u0644\u0645\u0631\u062a\u0641\u0639.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u062d\u0633\u064a\u0646 \u062a\u0642\u0633\u064a\u0645 \u0627\u0644\u0639\u0645\u0644\u0627\u0621:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0644\u062a\u0642\u0633\u064a\u0645 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0646\u0627\u0621\u064b \u0639\u0644\u0649 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a\u0647\u0645 \u0648\u0623\u0647\u062f\u0627\u0641\u0647\u0645 \u0648\u0633\u0644\u0648\u0643\u064a\u0627\u062a\u0647\u0645\u060c \u0645\u0645\u0627 \u064a\u0633\u0645\u062d \u0644\u0644\u0634\u0631\u0643\u0627\u062a \u0628\u062a\u0642\u062f\u064a\u0645 \u062d\u0645\u0644\u0627\u062a \u062a\u0633\u0648\u064a\u0642\u064a\u0629 \u0623\u0643\u062b\u0631 \u0627\u0633\u062a\u0647\u062f\u0627\u0641\u064b\u0627 \u0648\u0641\u0639\u0627\u0644\u064a\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u062d\u0633\u064a\u0646 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062e\u0627\u0637\u0631<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646 \u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u062a\u062d\u0644\u064a\u0644\u0627\u062a \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0644\u062a\u062d\u062f\u064a\u062f \u0648\u062a\u062e\u0641\u064a\u0641 \u0627\u0644\u0645\u062e\u0627\u0637\u0631\u060c \u0645\u062b\u0644 \u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0648\u0645\u062e\u0627\u0637\u0631 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631.<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-the-shift-to-a-more-collaborative-and-client-centric-approach\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">3. \u0627\u0644\u062a\u062d\u0648\u0644 \u0646\u062d\u0648 \u0646\u0647\u062c \u0623\u0643\u062b\u0631 \u062a\u0639\u0627\u0648\u0646\u064a\u0629 \u0648\u062a\u0631\u0643\u064a\u0632\u0627\u064b \u0639\u0644\u0649 \u0627\u0644\u0639\u0645\u064a\u0644<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u064a\u062a\u062d\u0648\u0644 \u0627\u0644\u0646\u0647\u062c \u0627\u0644\u062a\u0642\u0644\u064a\u062f\u064a \u0645\u0646 \u0627\u0644\u0623\u0639\u0644\u0649 \u0625\u0644\u0649 \u0627\u0644\u0623\u0633\u0641\u0644 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0625\u0644\u0649 \u0646\u0647\u062c \u0623\u0643\u062b\u0631 \u062a\u0639\u0627\u0648\u0646\u064a\u0629 \u0648\u062a\u0631\u0643\u064a\u0632\u064b\u0627 \u0639\u0644\u0649 \u0627\u0644\u0639\u0645\u064a\u0644. \u0644\u0645 \u064a\u0639\u062f \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0631\u0627\u0636\u064a\u0646 \u0639\u0646 \u0643\u0648\u0646\u0647\u0645 \u0645\u062a\u0644\u0642\u064a\u0646 \u0633\u0644\u0628\u064a\u064a\u0646 \u0644\u0644\u0646\u0635\u0627\u0626\u062d\u061b \u064a\u0631\u064a\u062f\u0648\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646\u0648\u0627 \u0645\u0634\u0627\u0631\u0643\u064a\u0646 \u0646\u0634\u0637\u064a\u0646 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u062b\u0631\u0648\u0627\u062a\u0647\u0645. \u064a\u062c\u0628 \u0623\u0646 \u064a\u0633\u0647\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\u062f\u064a\u062b \u0647\u0630\u0627 \u0645\u0646 \u062e\u0644\u0627\u0644:<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u0648\u0641\u064a\u0631 \u0628\u0648\u0627\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 \u0622\u0645\u0646\u0629 \u0648\u062c\u0630\u0627\u0628\u0629:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0627\u0644\u0628\u0648\u0627\u0628\u0629 \u0627\u0644\u0645\u062e\u0635\u0635\u0629 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0623\u062f\u0627\u0629 \u0642\u0648\u064a\u0629 \u0644\u0644\u062a\u0639\u0627\u0648\u0646\u060c \u062d\u064a\u062b \u062a\u0633\u0645\u062d \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0627\u0644\u062a\u0648\u0627\u0635\u0644 \u0645\u0639 \u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0647\u0645\u060c \u0648\u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u062d\u0633\u0627\u0628\u0627\u062a\u0647\u0645\u060c \u0648\u0645\u062a\u0627\u0628\u0639\u0629 \u0622\u062e\u0631 \u0627\u0644\u0645\u0633\u062a\u062c\u062f\u0627\u062a \u0628\u0634\u0623\u0646 \u0627\u0633\u062a\u062b\u0645\u0627\u0631\u0627\u062a\u0647\u0645.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062f\u0639\u0645 \u0627\u0644\u0646\u0647\u062c \u0627\u0644\u0642\u0627\u0626\u0645 \u0639\u0644\u0649 \u0627\u0644\u0641\u0631\u064a\u0642:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u062c\u0628 \u0623\u0646 \u064a\u062f\u0639\u0645 \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 \u0646\u0647\u062c\u064b\u0627 \u0642\u0627\u0626\u0645\u064b\u0627 \u0639\u0644\u0649 \u0627\u0644\u0641\u0631\u064a\u0642 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0645\u0645\u0627 \u064a\u0633\u0645\u062d \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0648\u063a\u064a\u0631\u0647\u0645 \u0645\u0646 \u0627\u0644\u0645\u062a\u062e\u0635\u0635\u064a\u0646 \u0628\u0627\u0644\u062a\u0639\u0627\u0648\u0646 \u0628\u0633\u0644\u0627\u0633\u0629.<\/span><\/li>\n\n\n\n<li><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u0645\u0643\u064a\u0646 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0630\u0627\u062a\u064a\u0629:<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u064a\u0646\u0628\u063a\u064a \u0623\u0646 \u064a\u064f\u0645\u0643\u0651\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 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0623\u062f\u0648\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0630\u0627\u062a\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0633\u0645\u062d \u0644\u0647\u0645 \u0628\u0644\u0639\u0628 \u062f\u0648\u0631 \u0623\u0643\u062b\u0631 \u0641\u0639\u0627\u0644\u064a\u0629 \u0641\u064a \u0625\u062f\u0627\u0631\u0629 \u062b\u0631\u0648\u0627\u062a\u0647\u0645.<\/span><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts-choosing-the-right-partner-for-the-future\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u0641\u0643\u0627\u0631 \u0623\u062e\u064a\u0631\u0629: \u0627\u062e\u062a\u064a\u0627\u0631 \u0627\u0644\u0634\u0631\u064a\u0643 \u0627\u0644\u0645\u0646\u0627\u0633\u0628 \u0644\u0644\u0645\u0633\u062a\u0642\u0628\u0644<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\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) \u0623\u062d\u062f \u0623\u0647\u0645 \u0627\u0644\u0642\u0631\u0627\u0631\u0627\u062a \u0627\u0644\u062a\u064a \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u062a\u062e\u0630\u0647\u0627 \u062c\u0647\u0629 \u0645\u0635\u0631\u0641\u064a\u0629 \u062e\u0627\u0635\u0629 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a. \u0644\u0627 \u064a\u062a\u0639\u0644\u0642 \u0627\u0644\u0623\u0645\u0631 \u0641\u0642\u0637 \u0628\u0627\u062e\u062a\u064a\u0627\u0631 \u0642\u0637\u0639\u0629 \u0645\u0646 \u0627\u0644\u0628\u0631\u0627\u0645\u062c\u061b \u0628\u0644 \u064a\u062a\u0639\u0644\u0642 \u0628\u0627\u062e\u062a\u064a\u0627\u0631 \u0634\u0631\u064a\u0643 \u064a\u0645\u0643\u0646\u0647 \u0645\u0633\u0627\u0639\u062f\u062a\u0643 \u0641\u064a \u062a\u062c\u0627\u0648\u0632 \u062a\u062d\u062f\u064a\u0627\u062a \u0648\u0641\u0631\u0635 \u0627\u0644\u0645\u0633\u062a\u0642\u0628\u0644. \u0633\u064a\u0643\u0648\u0646 \u0627\u0644\u0634\u0631\u064a\u0643 \u0627\u0644\u0645\u062b\u0627\u0644\u064a \u0647\u0648 \u0627\u0644\u0630\u064a \u064a\u0641\u0647\u0645 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0641\u0631\u064a\u062f\u0629 \u0644\u0635\u0646\u0627\u0639\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0648\u0645\u0644\u062a\u0632\u0645 \u0628\u0627\u0644\u0627\u0628\u062a\u0643\u0627\u0631\u060c \u0648\u0644\u0647 \u0633\u062c\u0644 \u062d\u0627\u0641\u0644 \u0628\u0627\u0644\u0646\u062c\u0627\u062d.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0646\u062d\u0646 \u0623\u0643\u062b\u0631 \u0645\u0646 \u0645\u062c\u0631\u062f \u0645\u0632\u0648\u062f \u0644\u0628\u0631\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0628\u0644 \u0646\u062d\u0646 \u0634\u0631\u064a\u0643 \u0644\u0639\u0645\u0644\u0627\u0626\u0646\u0627. \u0646\u0644\u062a\u0632\u0645 \u0628\u0645\u0633\u0627\u0639\u062f\u0629 \u0639\u0645\u0644\u0627\u0626\u0646\u0627 \u0639\u0644\u0649 \u0627\u0644\u0646\u062c\u0627\u062d \u0645\u0646 \u062e\u0644\u0627\u0644 \u062a\u0632\u0648\u064a\u062f\u0647\u0645 \u0628\u0627\u0644\u0623\u062f\u0648\u0627\u062a \u0648\u0627\u0644\u062f\u0639\u0645 \u0648\u0627\u0644\u062e\u0628\u0631\u0629 \u0627\u0644\u062a\u064a \u064a\u062d\u062a\u0627\u062c\u0648\u0646\u0647\u0627 \u0644\u0644\u0627\u0632\u062f\u0647\u0627\u0631 \u0641\u064a \u0627\u0644\u062d\u0642\u0628\u0629 \u0627\u0644\u062c\u062f\u064a\u062f\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a. \u0646\u0624\u0645\u0646 \u0628\u0623\u0646 \u0645\u0633\u062a\u0642\u0628\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0645\u062a\u0643\u0627\u0645\u0644 \u0648\u0622\u0644\u064a \u0648\u0630\u0643\u064a\u060c \u0648\u0642\u062f \u0642\u0645\u0646\u0627 \u0628\u0628\u0646\u0627\u0621 \u0645\u0646\u0635\u062a\u0646\u0627 \u0644\u062a\u0639\u0643\u0633 \u0647\u0630\u0647 \u0627\u0644\u0631\u0624\u064a\u0629.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0625\u0630\u0627 \u0643\u0646\u062a \u0645\u0633\u062a\u0639\u062f\u064b\u0627 \u0644\u0644\u0627\u0631\u062a\u0642\u0627\u0621 \u0628\u0628\u0646\u0643\u0643 \u0627\u0644\u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628\u0643 \u0627\u0644\u0639\u0627\u0626\u0644\u064a \u0625\u0644\u0649 \u0627\u0644\u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u062a\u0627\u0644\u064a\u060c \u0641\u0646\u062d\u0646 \u0646\u062f\u0639\u0648\u0643 \u0644\u0645\u0639\u0631\u0641\u0629 \u0627\u0644\u0645\u0632\u064a\u062f \u062d\u0648\u0644 \u0645\u0627 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0645\u0627 \u064a\u062c\u0628 \u062a\u0642\u062f\u064a\u0645\u0647. \u0646\u062d\u0646 \u0648\u0627\u062b\u0642\u0648\u0646 \u0645\u0646 \u0623\u0646\u0643 \u0633\u062a\u062c\u062f \u0623\u0646 \u0645\u0646\u0635\u062a\u0646\u0627 \u0627\u0644\u062d\u062f\u064a\u062b\u0629 \u0648\u0627\u0644\u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u0647\u064a \u0627\u0644\u062d\u0644 \u0627\u0644\u0623\u0645\u062b\u0644 \u0644\u0645\u0633\u0627\u0639\u062f\u062a\u0643 \u0641\u064a \u0628\u0646\u0627\u0621 \u0639\u0644\u0627\u0642\u0627\u062a \u0623\u0642\u0648\u0649 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629\u060c \u0648\u062f\u0641\u0639 \u0639\u062c\u0644\u0629 \u0627\u0644\u0646\u0645\u0648.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0647\u0644 \u0623\u0646\u062a \u0645\u0633\u062a\u0639\u062f \u0644\u0631\u0624\u064a\u0629 \u0645\u0633\u062a\u0642\u0628\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0639\u0645\u0644\u064a\u064b\u0627\u061f <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0627\u062a\u0635\u0644 \u0628\u0646\u0627 \u0627\u0644\u064a\u0648\u0645<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0644\u062c\u062f\u0648\u0644\u0629 \u0639\u0631\u0636 \u062a\u0648\u0636\u064a\u062d\u064a \u0645\u062e\u0635\u0635 \u0644\u0645\u0646\u0635\u0629 InvestGlass. \u0633\u064a\u0633\u0639\u062f \u0641\u0631\u064a\u0642 \u0627\u0644\u062e\u0628\u0631\u0627\u0621 \u0644\u062f\u064a\u0646\u0627 \u0628\u062a\u0648\u0636\u064a\u062d \u0643\u064a\u0641 \u064a\u0645\u0643\u0646 \u062a\u062e\u0635\u064a\u0635 \u062d\u0644\u0646\u0627 \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0645\u062d\u062f\u062f\u0629 \u0644\u0634\u0631\u0643\u062a\u0643 \u0648\u0627\u0644\u0625\u062c\u0627\u0628\u0629 \u0639\u0644\u0649 \u0623\u064a \u0623\u0633\u0626\u0644\u0629 \u0642\u062f \u062a\u0643\u0648\u0646 \u0644\u062f\u064a\u0643. \u0644\u0627 \u062a\u0643\u062a\u0641\u0650 \u0628\u0645\u0648\u0627\u0643\u0628\u0629 \u0645\u0633\u062a\u0642\u0628\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u061b \u0628\u0644 \u062a\u0641\u0648\u0642 \u0639\u0644\u064a\u0647 \u0645\u0639 InvestGlass.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs-0\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u0623\u0633\u0626\u0644\u0629 \u0627\u0644\u0634\u0627\u0626\u0639\u0629 (FAQs)<\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-what-is-the-best-crm-for-a-small-family-office\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0661. \u0645\u0627 \u0647\u0648 \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 (CRM) \u0644\u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a \u0635\u063a\u064a\u0631\u061f<\/span><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u064f\u0639\u062f\u0651 Wealthbox \u062d\u0644\u064b\u0627 \u0633\u0647\u0644 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0648\u0641\u0639\u0627\u0644\u064b\u0627 \u0645\u0646 \u062d\u064a\u062b \u0627\u0644\u062a\u0643\u0644\u0641\u0629 \u0643\u0628\u062f\u0627\u064a\u0629 \u062c\u064a\u062f\u0629 \u0644\u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a \u0635\u063a\u064a\u0631. \u0648\u0644\u0643\u0646\u060c \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0623\u0648\u0644\u0626\u0643 \u0627\u0644\u0630\u064a\u0646 \u064a\u062a\u0648\u0642\u0639\u0648\u0646 \u0627\u0644\u0646\u0645\u0648 \u0648\u064a\u062d\u062a\u0627\u062c\u0648\u0646 \u0625\u0644\u0649 \u062d\u0644 \u0642\u0627\u0628\u0644 \u0644\u0644\u062a\u0648\u0633\u0639 \u0628\u0634\u0643\u0644 \u0623\u0643\u0628\u0631\u060c \u062a\u0648\u0641\u0631 \u0645\u0646\u0635\u0629 \u0645\u062b\u0644 InvestGlass \u0645\u062c\u0645\u0648\u0639\u0629 \u0645\u064a\u0632\u0627\u062a \u0623\u0643\u062b\u0631 \u0634\u0645\u0648\u0644\u0627\u064b \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0646\u0645\u0648 \u0645\u0639 \u0634\u0631\u0643\u062a\u0643. \u0627\u0644\u0645\u0641\u062a\u0627\u062d \u0647\u0648 \u0625\u064a\u062c\u0627\u062f \u062a\u0648\u0627\u0632\u0646 \u0628\u064a\u0646 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u062d\u0627\u0644\u064a\u0629 \u0648\u0642\u0627\u0628\u0644\u064a\u0629 \u0627\u0644\u062a\u0648\u0633\u0639 \u0627\u0644\u0645\u0633\u062a\u0642\u0628\u0644\u064a\u0629.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-what-is-the-best-crm-for-a-large-private-bank\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">2. \u0645\u0627 \u0647\u0648 \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\u0628\u0646\u0643 \u062e\u0627\u0635 \u0643\u0628\u064a\u0631\u061f<\/span><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u062a\u0637\u0644\u0628 \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0627\u0644\u0643\u0628\u064a\u0631\u0629 \u0639\u0627\u062f\u0629\u064b \u062d\u0644\u0627\u064b \u0642\u0627\u0628\u0644\u0627\u064b \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0628\u062f\u0631\u062c\u0629 \u0639\u0627\u0644\u064a\u0629 \u0639\u0644\u0649 \u0645\u0633\u062a\u0648\u0649 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0645\u062b\u0644 Salesforce Financial Services Cloud \u0623\u0648 Microsoft Dynamics 365. \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0647\u0630\u0647 \u0627\u0644\u062d\u0644\u0648\u0644 \u0645\u0639\u0642\u062f\u0629 \u0648\u0645\u0643\u0644\u0641\u0629 \u0644\u0644\u062a\u0646\u0641\u064a\u0630 \u0648\u0627\u0644\u0625\u062f\u0627\u0631\u0629. \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0648\u0641\u0631 \u0628\u062f\u064a\u0644 \u0645\u062b\u0644 InvestGlass \u062d\u0644\u0627\u064b \u0645\u0628\u0633\u0637\u064b\u0627 \u0648\u0623\u0643\u062b\u0631 \u0641\u0639\u0627\u0644\u064a\u0629 \u0645\u0646 \u062d\u064a\u062b \u0627\u0644\u062a\u0643\u0644\u0641\u0629 \u062f\u0648\u0646 \u0627\u0644\u062a\u0636\u062d\u064a\u0629 \u0628\u0627\u0644\u0642\u0648\u0629 \u0623\u0648 \u0627\u0644\u0645\u0631\u0648\u0646\u0629\u060c \u062e\u0627\u0635\u0629 \u0645\u0639 \u062e\u064a\u0627\u0631\u0627\u062a \u0627\u0644\u0627\u0633\u062a\u0636\u0627\u0641\u0629 \u0627\u0644\u0645\u062d\u0644\u064a\u0629 \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0647.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-what-is-the-difference-between-a-crm-and-a-wealth-management-platform\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">3. \u0645\u0627 \u0647\u0648 \u0627\u0644\u0641\u0631\u0642 \u0628\u064a\u0646 \u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0648\u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u061f<\/span><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u064a\u0631\u0643\u0632 \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 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0628\u064a\u0646\u0645\u0627 \u062a\u0631\u0643\u0632 \u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0639\u0644\u0649 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629. \u062a\u0631\u0643\u0632 \u0628\u0639\u0636 \u0627\u0644\u0645\u0646\u0635\u0627\u062a\u060c \u0645\u062b\u0644 Addepar\u060c \u0628\u0634\u0643\u0644 \u0623\u0633\u0627\u0633\u064a \u0639\u0644\u0649 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0628\u064a\u0646\u0645\u0627 \u062a\u0642\u062f\u0645 \u0645\u0646\u0635\u0627\u062a \u0623\u062e\u0631\u0649\u060c \u0645\u062b\u0644 InvestGlass\u060c \u062d\u0644\u0627\u064b \u0623\u0643\u062b\u0631 \u062a\u0643\u0627\u0645\u0644\u0627\u064b \u064a\u062c\u0645\u0639 \u0628\u064a\u0646 \u0645\u064a\u0632\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0641\u064a \u0645\u0646\u0635\u0629 \u0648\u0627\u062d\u062f\u0629 \u0645\u0648\u062d\u062f\u0629.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-how-much-does-a-crm-for-a-private-bank-or-family-office-cost\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0664. \u0643\u0645 \u062a\u0628\u0644\u063a \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) \u0644\u0628\u0646\u0643 \u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a\u061f<\/span><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u062e\u062a\u0644\u0641 \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) \u0627\u062e\u062a\u0644\u0627\u0641\u064b\u0627 \u0643\u0628\u064a\u0631\u064b\u0627 \u0627\u0639\u062a\u0645\u0627\u062f\u064b\u0627 \u0639\u0644\u0649 \u0627\u0644\u062d\u0644 \u0627\u0644\u0630\u064a \u062a\u062e\u062a\u0627\u0631\u0647 \u0648\u062d\u062c\u0645 \u0634\u0631\u0643\u062a\u0643. \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0644\u0641 \u0628\u0639\u0636 \u0627\u0644\u062d\u0644\u0648\u0644\u060c \u0645\u062b\u0644 Wealthbox\u060c \u0645\u0627 \u0644\u0627 \u064a\u0632\u064a\u062f \u0639\u0646 \u0628\u0636\u0639 \u0645\u0626\u0627\u062a \u0645\u0646 \u0627\u0644\u062c\u0646\u064a\u0647\u0627\u062a \u0634\u0647\u0631\u064a\u064b\u0627\u060c \u0628\u064a\u0646\u0645\u0627 \u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0644\u0641 \u062d\u0644\u0648\u0644 \u0623\u062e\u0631\u0649\u060c \u0645\u062b\u0644 Salesforce\u060c \u0645\u0626\u0627\u062a \u0627\u0644\u0622\u0644\u0627\u0641 \u0645\u0646 \u0627\u0644\u062c\u0646\u064a\u0647\u0627\u062a \u0633\u0646\u0648\u064a\u064b\u0627. \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0644\u062f\u064a\u0643 \u0641\u0647\u0645 \u0648\u0627\u0636\u062d \u0644\u0645\u064a\u0632\u0627\u0646\u064a\u062a\u0643 \u0642\u0628\u0644 \u0627\u0644\u0628\u062f\u0621 \u0641\u064a \u0627\u0644\u062a\u0633\u0648\u0642 \u0648\u0623\u0646 \u062a\u0623\u062e\u0630 \u0641\u064a \u0627\u0644\u0627\u0639\u062a\u0628\u0627\u0631 \u062a\u0643\u0627\u0644\u064a\u0641 \u0627\u0644\u062a\u0646\u0641\u064a\u0630 \u0648\u0627\u0644\u0635\u064a\u0627\u0646\u0629.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-how-long-does-it-take-to-implement-a-crm\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">5. \u0645\u0627 \u0647\u064a \u0627\u0644\u0645\u062f\u0629 \u0627\u0644\u062a\u064a \u064a\u0633\u062a\u063a\u0631\u0642\u0647\u0627 \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\u061f<\/span><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u062e\u062a\u0644\u0641 \u0648\u0642\u062a \u0627\u0644\u062a\u0646\u0641\u064a\u0630 \u0644\u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631 \u0627\u0639\u062a\u0645\u0627\u062f\u064b\u0627 \u0639\u0644\u0649 \u0627\u0644\u062d\u0644 \u0627\u0644\u0630\u064a \u062a\u062e\u062a\u0627\u0631\u0647 \u0648\u062a\u0639\u0642\u064a\u062f \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0634\u0631\u0643\u062a\u0643. \u0641\u062d\u0644 \u0628\u0633\u064a\u0637 \u062c\u0627\u0647\u0632 \u0644\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645 \u0645\u062b\u0644 Wealthbox \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646 \u062c\u0627\u0647\u0632\u064b\u0627 \u0644\u0644\u0639\u0645\u0644 \u0641\u064a \u063a\u0636\u0648\u0646 \u0623\u064a\u0627\u0645\u060c \u0628\u064a\u0646\u0645\u0627 \u0642\u062f \u064a\u0633\u062a\u063a\u0631\u0642 \u062d\u0644 \u0645\u062e\u0635\u0635 \u0644\u0644\u063a\u0627\u064a\u0629 \u0645\u062b\u0644 Salesforce \u0639\u062f\u0629 \u0623\u0634\u0647\u0631 \u0644\u0644\u062a\u0646\u0641\u064a\u0630. \u0623\u0645\u0627 InvestGlass\u060c \u0627\u0644\u0630\u064a \u064a\u0645\u062a\u0644\u0643 \u0642\u0648\u0627\u0644\u0628 \u062c\u0627\u0647\u0632\u0629 \u0644\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0641\u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0642\u0644\u0644 \u0628\u0634\u0643\u0644 \u0643\u0628\u064a\u0631 \u0645\u0646 \u0627\u0644\u062c\u062f\u0648\u0644 \u0627\u0644\u0632\u0645\u0646\u064a \u0644\u0644\u062a\u0646\u0641\u064a\u0630.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-what-are-the-key-features-to-look-for-in-a-crm-for-a-private-bank-or-family-office\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">6. \u0645\u0627 \u0647\u064a \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u0627\u0644\u0628\u062d\u062b \u0639\u0646\u0647\u0627 \u0641\u064a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0628\u0646\u0643 \u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a\u061f<\/span><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u062a\u0634\u0645\u0644 \u0628\u0639\u0636 \u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\u0629 \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u0627\u0644\u0628\u062d\u062b \u0639\u0646\u0647\u0627 \u062a\u0639\u064a\u064a\u0646 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a\u060c \u0648\u0623\u062f\u0648\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u0648\u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a\u060c \u0648\u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0645\u062d\u0627\u0641\u0638\u060c \u0648\u0625\u0639\u062f\u0627\u062f \u062a\u0642\u0627\u0631\u064a\u0631 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644. \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u0623\u064a\u0636\u064b\u0627 \u0627\u062e\u062a\u064a\u0627\u0631 \u062d\u0644 \u0645\u0631\u0646 \u0648\u0642\u0627\u0628\u0644 \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0648\u0633\u0647\u0644 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645\u060c \u0645\u0639 \u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0627\u0644\u0642\u0648\u064a \u0639\u0644\u0649 \u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0648\u0627\u0644\u062e\u0635\u0648\u0635\u064a\u0629.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-7-what-is-the-importance-of-data-security-in-a-crm-for-a-private-bank-or-family-office\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">7. \u0645\u0627 \u0647\u064a \u0623\u0647\u0645\u064a\u0629 \u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0641\u064a \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0628\u0646\u0643 \u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a\u061f<\/span><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0630\u0648 \u0623\u0647\u0645\u064a\u0629 \u0642\u0635\u0648\u0649 \u0641\u064a \u0646\u0638\u0627\u0645 CRM \u0644\u0628\u0646\u0643 \u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u064a. \u062a\u062a\u0639\u0627\u0645\u0644 \u0647\u0630\u0647 \u0627\u0644\u0634\u0631\u0643\u0627\u062a \u0645\u0639 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0634\u062f\u064a\u062f\u0629 \u0627\u0644\u062d\u0633\u0627\u0633\u064a\u0629\u060c \u0648\u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0644\u062e\u0631\u0642 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0639\u0648\u0627\u0642\u0628 \u0648\u062e\u064a\u0645\u0629. \u0644\u0647\u0630\u0627 \u0627\u0644\u0633\u0628\u0628 \u0645\u0646 \u0627\u0644\u0645\u0647\u0645 \u062c\u062f\u064b\u0627 \u0627\u062e\u062a\u064a\u0627\u0631 \u062d\u0644 \u064a\u0648\u0641\u0631 \u0645\u064a\u0632\u0627\u062a \u0623\u0645\u0627\u0646 \u0642\u0648\u064a\u0629 \u0648\u064a\u062a\u0648\u0627\u0641\u0642 \u0645\u0639 \u062c\u0645\u064a\u0639 \u0627\u0644\u0644\u0648\u0627\u0626\u062d \u0630\u0627\u062a \u0627\u0644\u0635\u0644\u0629\u060c \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) \u0648\u0647\u064a\u0626\u0629 \u0627\u0644\u0631\u0642\u0627\u0628\u0629 \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629 (FINMA). \u0627\u0628\u062d\u062b \u0639\u0646 \u0627\u0644\u062d\u0644\u0648\u0644 \u0627\u0644\u062a\u064a \u062a\u0648\u0641\u0631 \u062e\u064a\u0627\u0631\u0627\u062a \u0627\u0633\u062a\u0636\u0627\u0641\u0629 \u0645\u062d\u0644\u064a\u0629\u060c \u0645\u062b\u0644 <\/span><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\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">, \u060c \u0644\u0644\u062d\u0635\u0648\u0644 \u0639\u0644\u0649 \u0623\u0642\u0635\u0649 \u0642\u062f\u0631 \u0645\u0646 \u0627\u0644\u062a\u062d\u0643\u0645 \u0641\u064a \u0628\u064a\u0627\u0646\u0627\u062a\u0643.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-8-what-is-the-role-of-automation-in-a-crm-for-a-private-bank-or-family-office\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">8. \u0645\u0627 \u0647\u0648 \u062f\u0648\u0631 \u0627\u0644\u0623\u062a\u0645\u062a\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 (CRM) \u0627\u0644\u062e\u0627\u0635 \u0628\u0627\u0644\u0628\u0646\u0643 \u0627\u0644\u062e\u0627\u0635 \u0623\u0648 \u0627\u0644\u0645\u0643\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u061f<\/span><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u064a\u0645\u0643\u0646 \u0644\u0644\u0623\u062a\u0645\u062a\u0629 \u0623\u0646 \u062a\u0644\u0639\u0628 \u062f\u0648\u0631\u064b\u0627 \u0631\u0626\u064a\u0633\u064a\u064b\u0627 \u0641\u064a \u0645\u0633\u0627\u0639\u062f\u0629 \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629 \u0639\u0644\u0649 \u062a\u062d\u0633\u064a\u0646 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0648\u062a\u0648\u0641\u064a\u0631 \u0648\u0642\u062a \u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0647\u0645. \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\u062c\u064a\u062f \u0642\u0627\u062f\u0631\u064b\u0627 \u0639\u0644\u0649 \u0623\u062a\u0645\u062a\u0629 \u0645\u062c\u0645\u0648\u0639\u0629 \u0648\u0627\u0633\u0639\u0629 \u0645\u0646 \u0627\u0644\u0645\u0647\u0627\u0645\u060c \u0645\u0646 \u0636\u0645 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062c\u062f\u062f \u0625\u0644\u0649 \u0625\u0639\u0627\u062f\u0629 \u0645\u0648\u0627\u0632\u0646\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0627\u0644\u0627\u0633\u062a\u062b\u0645\u0627\u0631\u064a\u0629. \u064a\u062a\u064a\u062d \u0630\u0644\u0643 \u0644\u0644\u0645\u0633\u062a\u0634\u0627\u0631\u064a\u0646 \u0627\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\u060c \u0645\u062b\u0644 \u0628\u0646\u0627\u0621 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062a\u0642\u062f\u064a\u0645 \u0627\u0644\u0645\u0634\u0648\u0631\u0629 \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-9-how-can-a-crm-help-with-regulatory-compliance\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">9. \u0643\u064a\u0641 \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 (CRM) \u0627\u0644\u0645\u0633\u0627\u0639\u062f\u0629 \u0641\u064a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u061f<\/span><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u064a\u0645\u0643\u0646 \u0644\u0628\u0631\u0646\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u0645\u0633\u0627\u0639\u062f\u0629 \u0641\u064a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a \u0628\u0639\u062f\u0629 \u0637\u0631\u0642. \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0633\u0627\u0639\u062f\u0643 \u0641\u064a \u062a\u062a\u0628\u0639 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u062f\u0627\u0631\u0629 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0625\u0646\u0634\u0627\u0621 \u062a\u0642\u0627\u0631\u064a\u0631 \u0644\u0644\u0645\u0646\u0638\u0645\u064a\u0646. \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0633\u0627\u0639\u062f\u0643 \u0623\u064a\u0636\u064b\u0627 \u0641\u064a \u0636\u0645\u0627\u0646 \u0627\u0645\u062a\u062b\u0627\u0644 \u0634\u0631\u0643\u062a\u0643 \u0644\u0644\u0648\u0627\u0626\u062d \u0645\u062b\u0644 MiFID II \u0648 FINMA \u0648 GDPR \u0645\u0646 \u062e\u0644\u0627\u0644 \u062a\u0648\u0641\u064a\u0631 \u0633\u062c\u0644 \u062a\u062f\u0642\u064a\u0642 \u0648\u0627\u0636\u062d \u0644\u062c\u0645\u064a\u0639 \u0627\u0644\u0623\u0646\u0634\u0637\u0629 \u0627\u0644\u0645\u062a\u0639\u0644\u0642\u0629 \u0628\u0627\u0644\u0639\u0645\u0644\u0627\u0621. <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d9%83%d8%a7%d9%8a%d9%83\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0648 <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/%d8%aa%d8%ad%d8%b3%d9%8a%d9%86-%d8%a7%d9%84%d8%a5%d8%b9%d8%af%d8%a7%d8%af-%d8%a7%d9%84%d8%b1%d9%82%d9%85%d9%8a-%d9%84%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\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u0644\u062a\u0647\u064a\u0626\u0629 \u0627\u0644\u0631\u0642\u0645\u064a\u0629<\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u062a\u062a\u0633\u0645 \u0645\u064a\u0632\u0627\u062a \u0645\u0646\u0635\u0629 \u0645\u062b\u0644 InvestGlass \u0628\u0627\u0644\u0642\u064a\u0645\u0629 \u0628\u0634\u0643\u0644 \u062e\u0627\u0635 \u0641\u064a \u0647\u0630\u0627 \u0627\u0644\u0635\u062f\u062f.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-10-why-should-i-choose-investglass-for-my-private-bank-or-family-office\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">10. \u0644\u0645\u0627\u0630\u0627 \u064a\u0646\u0628\u063a\u064a \u0639\u0644\u064a\u0651 \u0627\u062e\u062a\u064a\u0627\u0631 InvestGlass \u0644\u0628\u0646\u0643\u064a \u0627\u0644\u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628 \u0639\u0627\u0626\u0644\u062a\u064a\u061f<\/span><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0625\u0646 InvestGlass \u0647\u0648 \u062d\u0644 \u062d\u062f\u064a\u062b \u0648\u0634\u0627\u0645\u0644 \u0645\u0635\u0645\u0645 \u062e\u0635\u064a\u0635\u064b\u0627 \u0644\u062a\u0644\u0628\u064a\u0629 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0627\u0644\u0645\u0643\u0627\u062a\u0628 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u0629. \u064a\u0648\u0641\u0631 \u0645\u0632\u064a\u062c\u064b\u0627 \u0642\u0648\u064a\u064b\u0627 \u0645\u0646 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)\u060c \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638\u060c \u0648\u0623\u062f\u0648\u0627\u062a \u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0643\u0644 \u0630\u0644\u0643 \u0641\u064a \u0645\u0646\u0635\u0629 \u0648\u0627\u062d\u062f\u0629 \u0633\u0647\u0644\u0629 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645. \u0628\u0641\u0636\u0644 \u0623\u0645\u0646\u0647 \u0630\u064a \u0627\u0644\u062c\u0648\u062f\u0629 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629\u060c \u0648\u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0627\u0644\u0623\u062a\u0645\u062a\u0629\u060c \u0648\u062e\u064a\u0627\u0631\u0627\u062a \u0627\u0644\u0646\u0634\u0631 \u0627\u0644\u0645\u0631\u0646\u0629\u060c \u064a\u0639\u062f InvestGlass \u0627\u0644\u062d\u0644 \u0627\u0644\u0623\u0645\u062b\u0644 \u0644\u0623\u064a \u0634\u0631\u0643\u0629 \u062c\u0627\u062f\u0629 \u0641\u064a \u0628\u0646\u0627\u0621 \u0639\u0644\u0627\u0642\u0627\u062a \u0642\u0648\u064a\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u062a\u062d\u0642\u064a\u0642 \u0627\u0644\u0646\u0645\u0648 \u0641\u064a \u0645\u062c\u0627\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u062d\u062f\u064a\u062b.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-take-the-next-step-0\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0627\u062a\u062e\u0630 \u0627\u0644\u062e\u0637\u0648\u0629 \u0627\u0644\u062a\u0627\u0644\u064a\u0629<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u0647\u0644 \u0623\u0646\u062a \u0645\u0633\u062a\u0639\u062f \u0644\u062a\u0631\u0649 \u0643\u064a\u0641 \u064a\u0645\u0643\u0646 \u0644\u0640 InvestGlass \u062a\u062d\u0648\u064a\u0644 \u0628\u0646\u0643\u0643 \u0627\u0644\u062e\u0627\u0635 \u0623\u0648 \u0645\u0643\u062a\u0628\u0643 \u0627\u0644\u0639\u0627\u0626\u0644\u064a\u061f <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u0627\u0637\u0644\u0628 \u0639\u0631\u0636\u064b\u0627 \u062a\u0648\u0636\u064a\u062d\u064a\u064b\u0627 \u0627\u0644\u064a\u0648\u0645<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u0648\u0627\u0643\u062a\u0634\u0641 \u0642\u0648\u0629 \u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u062b\u0631\u0648\u0627\u062a \u062d\u062f\u064a\u062b\u0629 \u0648\u0645\u062a\u0643\u0627\u0645\u0644\u0629 \u062d\u0642\u064b\u0627. \u0633\u064a\u0633\u0639\u062f \u0641\u0631\u064a\u0642 \u0627\u0644\u062e\u0628\u0631\u0627\u0621 \u0644\u062f\u064a\u0646\u0627 \u0628\u0625\u0637\u0644\u0627\u0639\u0643 \u0639\u0644\u0649 \u0643\u064a\u0641\u064a\u0629 \u062a\u0635\u0645\u064a\u0645 \u062d\u0644\u0646\u0627 \u0644\u064a\u0646\u0627\u0633\u0628 \u0627\u0644\u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0645\u062d\u062f\u062f\u0629 \u0644\u0634\u0631\u0643\u062a\u0643 \u0648\u0627\u0644\u0625\u062c\u0627\u0628\u0629 \u0639\u0644\u0649 \u0623\u064a \u0623\u0633\u0626\u0644\u0629 \u0642\u062f \u062a\u0643\u0648\u0646 \u0644\u062f\u064a\u0643. \u0644\u0627 \u062a\u0643\u062a\u0641\u0650 \u0628\u0645\u0648\u0627\u0643\u0628\u0629 \u0645\u0633\u062a\u0642\u0628\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u061b \u0628\u0644 \u0627\u0633\u062a\u0628\u0642\u0647 \u0645\u0639 InvesGlass.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-of-a-wealth-management-crm\">\u0627\u0644\u0645\u064a\u0632\u0627\u062a \u0627\u0644\u0631\u0626\u064a\u0633\u064a\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\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0628\u0631\u0646\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u0642\u0648\u064a \u064a\u0645\u062b\u0644 \u0623\u0633\u0627\u0633\u064b\u0627 \u062d\u0627\u0633\u0645\u064b\u0627 \u0644\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062a\u064a \u062a\u0639\u0637\u064a \u0627\u0644\u0623\u0648\u0644\u0648\u064a\u0629 \u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0627\u0633\u062a\u062b\u0646\u0627\u0626\u064a\u0629 \u0645\u0639 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0633\u064a\u0637\u0631\u0629 \u0643\u0627\u0645\u0644\u0629 \u0639\u0644\u0649 \u0639\u0645\u0644\u064a\u0627\u062a\u0647\u0627 \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629. \u062a\u0642\u062f\u0645 \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0623\u0643\u062b\u0631 \u0641\u0639\u0627\u0644\u064a\u0629 \u0644\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a 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\u062a\u0633\u0627\u0639\u062f \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u062e\u0627\u0636\u0639\u0629 \u0644\u0644\u062a\u0646\u0638\u064a\u0645 \u0641\u064a \u062a\u062d\u0633\u064a\u0646 \u0639\u0645\u0644\u064a\u0627\u062a\u0647\u0627 \u0627\u0644\u062a\u062c\u0627\u0631\u064a\u0629\u060c \u0648\u062a\u0639\u0632\u064a\u0632 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u0642\u062f\u064a\u0645 \u062e\u062f\u0645\u0629 \u0641\u0627\u0626\u0642\u0629 \u0645\u0639 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0633\u064a\u0637\u0631\u0629 \u062a\u0646\u0638\u064a\u0645\u064a\u0629 \u0643\u0627\u0645\u0644\u0629 \u0641\u064a \u0628\u064a\u0626\u0629 \u0633\u0648\u0642 \u062a\u062e\u0636\u0639 \u0644\u062a\u0646\u0638\u064a\u0645 \u0645\u062a\u0632\u0627\u064a\u062f.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-integration-capabilities-of-crm-software\">\u0642\u062f\u0631\u0627\u062a \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0644\u0628\u0631\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0645\u062b\u0644 \u0642\u062f\u0631\u0627\u062a \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0645\u0639\u064a\u0627\u0631\u064b\u0627 \u0623\u0633\u0627\u0633\u064a\u064b\u0627 \u0639\u0646\u062f \u0627\u062e\u062a\u064a\u0627\u0631 \u0628\u0631\u0646\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a. \u062a\u0639\u062a\u0645\u062f \u0634\u0631\u0643\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u062e\u0627\u0636\u0639\u0629 \u0644\u0644\u062a\u0646\u0638\u064a\u0645 \u0639\u0644\u0649 \u0623\u0646\u0638\u0645\u0629 \u0645\u0627\u0644\u064a\u0629 \u0645\u062a\u0646\u0648\u0639\u0629\u060c \u0628\u062f\u0621\u064b\u0627 \u0645\u0646 \u0645\u0646\u0635\u0627\u062a \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629 \u0625\u0644\u0649 \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638 \u0648\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a. \u064a\u0645\u0643\u0651\u0646 \u0645\u0646\u0635\u0629 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0627\u0644\u062a\u064a \u062a\u0648\u0641\u0631 \u0625\u0645\u0643\u0627\u0646\u064a\u0627\u062a \u062a\u0643\u0627\u0645\u0644 \u0642\u0648\u064a\u0629 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0645\u0646 \u0645\u0631\u0643\u0632\u064a\u0629 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u062d\u0633\u064a\u0646 \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629\u060c \u0648\u062a\u0642\u062f\u064a\u0645 \u062a\u062c\u0631\u0628\u0629 \u0639\u0645\u0644\u0627\u0621 \u0622\u0645\u0646\u0629 \u062a\u0644\u0628\u064a \u0627\u0644\u0645\u0639\u0627\u064a\u064a\u0631 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0645\u0639 \u0623\u0646\u0638\u0645\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062d\u0627\u0641\u0638\u060c \u064a\u064f\u0645\u0643\u0651\u0646 \u0628\u0631\u0646\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0645\u0646 \u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629 \u0627\u0644\u062d\u0627\u0644\u064a\u0629\u060c \u0648\u0645\u0631\u0627\u0642\u0628\u0629 \u062a\u0641\u0627\u0639\u0644\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u0642\u062f\u064a\u0645 \u0627\u0644\u0645\u0634\u0648\u0631\u0629 \u0627\u0644\u0645\u062a\u0648\u0627\u0641\u0642\u0629 \u0628\u0646\u0627\u0621\u064b \u0639\u0644\u0649 \u0641\u0647\u0645 \u0634\u0627\u0645\u0644 \u0644\u0644\u0648\u0636\u0639 \u0627\u0644\u0645\u0627\u0644\u064a \u0644\u0643\u0644 \u0639\u0645\u064a\u0644. \u064a\u0639\u0632\u0632 \u0627\u0644\u062a\u0643\u0627\u0645\u0644 \u0645\u0639 \u062d\u0644\u0648\u0644 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a \u0648\u0623\u062f\u0648\u0627\u062a \u0627\u0644\u062a\u062e\u0637\u064a\u0637 \u0627\u0644\u0645\u0627\u0644\u064a 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\u0639\u0646\u062f\u0645\u0627 \u062a\u062a\u0645\u0643\u0646 \u0645\u0646\u0635\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0645\u0646 \u062a\u062c\u0645\u064a\u0639 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0645\u0646 \u0645\u0635\u0627\u062f\u0631 \u0645\u062a\u0639\u062f\u062f\u0629\u060c \u0645\u0645\u0627 \u064a\u0633\u0645\u062d \u0644\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0628\u062a\u0648\u0642\u0639 \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0627\u0633\u062a\u062c\u0627\u0628\u0629 \u0628\u0637\u0631\u064a\u0642\u0629 \u0645\u062a\u0648\u0627\u0641\u0642\u0629 \u0648\u0627\u0633\u062a\u0628\u0627\u0642\u064a\u0629. \u0639\u0646\u062f \u062a\u0642\u064a\u064a\u0645 \u0645\u0646\u0635\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a 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\u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-client-data-and-its-importance\">\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0623\u0647\u0645\u064a\u062a\u0647\u0627<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u062a\u0645\u062b\u0644 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u064a\u0644 \u062d\u062c\u0631 \u0627\u0644\u0632\u0627\u0648\u064a\u0629 \u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u0641\u0639\u0627\u0644\u0629. \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0623\u064a \u0645\u0646\u0638\u0645\u0629 \u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a\u060c \u064a\u0638\u0644 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0628\u064a\u0627\u0646\u0627\u062a \u0639\u0645\u0644\u0627\u0621 \u062f\u0642\u064a\u0642\u0629 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\u0645\u0646 \u062a\u062a\u0628\u0639 \u0643\u0644 \u062a\u0641\u0627\u0639\u0644 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0645\u0627\u0644\u064a\u0629\u060c \u0648\u062a\u0642\u062f\u064a\u0645 \u062e\u062f\u0645\u0627\u062a \u0634\u062e\u0635\u064a\u0629 \u0644\u0644\u063a\u0627\u064a\u0629 \u062a\u062a\u0637\u0644\u0628\u0647\u0627 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0645\u0646\u0638\u0645\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0644\u0627 \u062a\u0642\u062a\u0635\u0631 \u0627\u0644\u0642\u062f\u0631\u0629 \u0639\u0644\u0649 \u0645\u0631\u0643\u0632\u064a\u0629 \u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0644\u0649 \u062a\u0628\u0633\u064a\u0637 \u0627\u0644\u0643\u0641\u0627\u0621\u0629 \u0627\u0644\u062a\u0634\u063a\u064a\u0644\u064a\u0629 \u0641\u062d\u0633\u0628\u060c \u0628\u0644 \u062a\u062f\u0639\u0645 \u0623\u064a\u0636\u064b\u0627 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0644\u0644\u0648\u0627\u0626\u062d \u0627\u0644\u0635\u0646\u0627\u0639\u0629 \u0645\u062b\u0644 \u0645\u0643\u0627\u0641\u062d\u0629 \u063a\u0633\u064a\u0644 \u0627\u0644\u0623\u0645\u0648\u0627\u0644 (AML) \u0648\u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643 (KYC). \u064a\u062b\u0628\u062a \u0627\u0644\u062a\u0639\u0627\u0645\u0644 \u0627\u0644\u0622\u0645\u0646 \u0645\u0639 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0623\u0646\u0647 \u0623\u0645\u0631 \u0628\u0627\u0644\u063a \u0627\u0644\u0623\u0647\u0645\u064a\u0629\u060c \u062d\u064a\u062b \u064a\u064f\u0639\u0647\u062f \u0625\u0644\u0649 \u0634\u0631\u0643\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0628\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0645\u0627\u0644\u064a\u0629 \u062d\u0633\u0627\u0633\u0629 \u0644\u0644\u063a\u0627\u064a\u0629. \u064a\u0636\u0645\u0646 \u062a\u0646\u0641\u064a\u0630 \u062a\u062f\u0627\u0628\u064a\u0631 \u0642\u0648\u064a\u0629 \u0644\u0623\u0645\u0646 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \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) \u0623\u0646 \u062a\u0638\u0644 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u062d\u0645\u064a\u0629 \u0645\u0639 \u0627\u0644\u062d\u0641\u0627\u0638 \u0639\u0644\u0649 \u0627\u0644\u0633\u064a\u0627\u062f\u0629 \u0648\u0627\u0644\u062a\u062d\u0643\u0645 \u0627\u0644\u0630\u064a \u062a\u0648\u0644\u064a\u0647 \u0627\u0644\u0645\u0646\u0638\u0645\u0627\u062a \u0627\u0644\u062e\u0627\u0636\u0639\u0629 \u0644\u0644\u062a\u0646\u0638\u064a\u0645 \u0623\u0648\u0644\u0648\u064a\u0629.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0639\u0644\u0627\u0648\u0629 \u0639\u0644\u0649 \u0630\u0644\u0643\u060c \u064a\u064f\u0645\u0643\u0651\u0646 \u0627\u0644\u0627\u0633\u062a\u0641\u0627\u062f\u0629 \u0645\u0646 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0645\u062f\u064a\u0631\u064a \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0645\u0646 \u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0627\u062a\u062c\u0627\u0647\u0627\u062a\u060c \u0648\u062a\u0648\u0642\u0639 \u0627\u062d\u062a\u064a\u0627\u062c\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u062a\u0642\u062f\u064a\u0645 \u0627\u0644\u0645\u0634\u0648\u0631\u0629 \u0627\u0644\u0627\u0633\u062a\u0628\u0627\u0642\u064a\u0629\u060c \u0645\u0645\u0627 \u064a\u0639\u0632\u0632 \u0631\u0636\u0627 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0646\u062a\u0627\u0626\u062c \u0627\u0644\u0623\u0639\u0645\u0627\u0644 \u0639\u0644\u0649 \u062d\u062f \u0633\u0648\u0627\u0621. 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\u0627\u0644\u0645\u0645\u0627\u0631\u0633\u0627\u062a \u0644\u062a\u0637\u0628\u064a\u0642 \u0628\u0631\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u064a\u062a\u0637\u0644\u0628 \u0627\u0644\u062a\u0646\u0641\u064a\u0630 \u0627\u0644\u0646\u0627\u062c\u062d \u0644\u0628\u0631\u0646\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0641\u064a \u0628\u064a\u0626\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0646\u0647\u062c\u064b\u0627 \u0633\u064a\u0627\u062f\u064a\u064b\u0627 \u0648\u062a\u062e\u0637\u064a\u0637\u064b\u0627 \u062a\u0646\u0638\u064a\u0645\u064a\u064b\u0627 \u062f\u0642\u064a\u0642\u064b\u0627. \u0644\u062a\u062d\u0642\u064a\u0642 \u0623\u0642\u0635\u0649 \u0627\u0633\u062a\u0641\u0627\u062f\u0629 \u0645\u0646 \u0646\u0638\u0627\u0645 \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u064a\u062c\u0628 \u0639\u0644\u0649 \u0627\u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0627\u0644\u0628\u062f\u0621 \u0628\u062a\u062d\u062f\u064a\u062f \u0627\u0644\u0623\u0647\u062f\u0627\u0641 \u0648\u0627\u0644\u063a\u0627\u064a\u0627\u062a \u0627\u0644\u0648\u0627\u0636\u062d\u0629\u060c \u0645\u0639 \u0627\u0644\u062a\u0623\u0643\u062f \u0645\u0646 \u062a\u0648\u0627\u0641\u0642 \u0627\u0644\u062d\u0644 \u0627\u0644\u0645\u062e\u062a\u0627\u0631 \u0645\u0639 \u0633\u064a\u0631 \u0627\u0644\u0639\u0645\u0644 \u0627\u0644\u0645\u062a\u0648\u0627\u0641\u0642 \u0644\u062f\u064a\u0647\u0627 \u0648\u0631\u0624\u064a\u062a\u0647\u0627 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629 \u0637\u0648\u064a\u0644\u0629 \u0627\u0644\u0623\u062c\u0644.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0633\u064a\u0633\u0627\u0639\u062f \u062a\u0642\u064a\u064a\u0645 \u0627\u0644\u0639\u0645\u0644\u064a\u0627\u062a \u0627\u0644\u062d\u0627\u0644\u064a\u0629 \u0648\u062a\u062d\u062f\u064a\u062f \u0645\u062c\u0627\u0644\u0627\u062a \u0627\u0644\u062a\u062d\u0633\u064a\u0646 \u0641\u064a \u062a\u0643\u064a\u064a\u0641 \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\u0646\u0627\u0633\u0628 \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062e\u0627\u0635\u0629 \u0628\u0627\u0644\u0645\u0624\u0633\u0633\u0629. \u064a\u0639\u062f \u0627\u062e\u062a\u064a\u0627\u0631 \u0645\u0646\u0635\u0629 CRM \u062a\u062f\u0639\u0645 \u062a\u0631\u062d\u064a\u0644 \u0627\u0644\u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0622\u0645\u0646 \u0648\u062a\u062a\u0643\u0627\u0645\u0644 \u0645\u0639 \u0627\u0644\u0623\u0646\u0638\u0645\u0629 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class=\"wp-block-paragraph\">\u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0624\u062f\u064a \u062a\u0637\u0628\u064a\u0642 \u0628\u0631\u0646\u0627\u0645\u062c \u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 (CRM) \u0625\u0644\u0649 \u062a\u062d\u0648\u064a\u0644 \u0639\u0645\u0644\u064a\u0627\u062a \u0645\u0624\u0633\u0633\u0629 \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0627\u0644\u062e\u0627\u0636\u0639\u0629 \u0644\u0644\u062a\u0646\u0638\u064a\u0645\u060c \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u064a\u0645\u0643\u0646 \u0644\u0644\u0639\u062f\u064a\u062f \u0645\u0646 \u0627\u0644\u0623\u062e\u0637\u0627\u0621 \u0627\u0644\u0634\u0627\u0626\u0639\u0629 \u0623\u0646 \u062a\u0642\u0648\u0636 \u0646\u062c\u0627\u062d \u0647\u0630\u0647 \u0627\u0644\u0645\u0634\u0627\u0631\u064a\u0639 \u0627\u0644\u062d\u064a\u0648\u064a\u0629. \u0623\u062d\u062f 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\u0645\u0627\u0644\u064a \u0635\u0627\u0631\u0645.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0644\u062a\u0639\u0631\u0641 \u0639\u0644\u0649 \u0647\u0630\u0647 \u0627\u0644\u0623\u062e\u0637\u0627\u0621 \u0627\u0644\u0634\u0627\u0626\u0639\u0629 \u0648\u0627\u062a\u062e\u0627\u0630 \u062e\u0637\u0648\u0627\u062a \u0627\u0633\u062a\u0628\u0627\u0642\u064a\u0629 \u0644\u062a\u062c\u0646\u0628\u0647\u0627\u060c \u064a\u0645\u0643\u0646 \u0644\u0645\u0624\u0633\u0633\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u062b\u0631\u0648\u0627\u062a \u0636\u0645\u0627\u0646 \u0646\u062c\u0627\u062d <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\u0645\u0627 \u064a\u062d\u0627\u0641\u0638 \u0639\u0644\u0649 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u060c \u0648\u064a\u062d\u0645\u064a \u0633\u064a\u0627\u062f\u0629 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621\u060c \u0648\u064a\u0639\u0632\u0632 \u0627\u0644\u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0645\u0648\u062b\u0648\u0642\u0629 \u0645\u0639 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0644\u0649 \u0627\u0644\u0645\u062f\u0649 \u0627\u0644\u0637\u0648\u064a\u0644.<\/p>","protected":false},"excerpt":{"rendered":"<p>In this article, you\u2019ll learn about the leading CRM solutions and crm systems for private banks and family offices, the key features to look for, and how to select the right platform to enhance client relationships and streamline operations. Client relationship management is at the core of these platforms, consolidating client information into a single, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49015,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[36,19],"class_list":["post-49379","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-banking","tag-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Popular CRMs for Private Banks &amp; Family Offices<\/title>\n<meta name=\"description\" content=\"Discover the most popular CRMs for private banks and family offices, and learn how to choose the best solution for your needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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