{"id":31720,"date":"2022-04-27T10:56:35","date_gmt":"2022-04-27T08:56:35","guid":{"rendered":"https:\/\/www.investglass.com\/?p=31720"},"modified":"2026-04-22T12:38:30","modified_gmt":"2026-04-22T10:38:30","slug":"%e0%a4%87%e0%a4%a8%e0%a5%8d%e0%a4%b5%e0%a5%87%e0%a4%b8%e0%a5%8d%e0%a4%9f%e0%a4%bf%e0%a4%97%e0%a5%87%e0%a4%9f%e0%a4%97%e0%a5%8d%e0%a4%b2%e0%a4%be%e0%a4%b8-%e0%a4%95%e0%a4%be-%e0%a4%a6%e0%a5%83%e0%a4%b7","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/hi\/investglass-vision-and-purpose\/","title":{"rendered":"\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u093e \u0935\u093f\u091c\u0928 \u0914\u0930 \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u0910\u0938\u0947 \u092f\u0941\u0917 \u092e\u0947\u0902 \u091c\u0939\u093e\u0901 \u0921\u0947\u091f\u093e \u0915\u094b \u0915\u0939\u093e \u091c\u093e\u0924\u093e \u0939\u0948 <em>\u0928\u092f\u093e \u0924\u0947\u0932<\/em>, \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0938\u093e\u092e\u0928\u0947 \u090f\u0915 \u0905\u0939\u092e \u0938\u0935\u093e\u0932 \u0916\u0921\u093c\u093e \u0939\u094b \u0917\u092f\u093e \u0939\u0948: <strong>\u0906\u092a\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0915\u094b \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u0915\u094c\u0928 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u0927\u093f\u0915\u093e\u0902\u0936 \u0935\u0948\u0936\u094d\u0935\u093f\u0915 CRM \u092a\u094d\u0930\u0926\u093e\u0924\u093e \u0906\u092a\u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u094b \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0916\u0928\u0947 \u0915\u093e \u0926\u093e\u0935\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0932\u0947\u0915\u093f\u0928 \u092f\u0926\u093f \u0909\u0928\u0915\u0947 \u0938\u0930\u094d\u0935\u0930 \u0935\u093f\u0926\u0947\u0936 \u092e\u0947\u0902 \u0938\u094d\u0925\u093f\u0924 \u0939\u0948\u0902, \u0924\u094b \u0906\u092a\u0915\u0947 \u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u092a\u0930 \u0916\u0924\u0930\u093e \u092c\u0928\u093e \u0930\u0939\u0924\u093e \u0939\u0948\u0964 <strong>\u0935\u093f\u0926\u0947\u0936\u0940 \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u093e\u0927\u093f\u0915\u093e\u0930 \u0914\u0930 \u091b\u093f\u092a\u0947 \u0939\u0941\u090f \u092a\u0939\u0941\u0902\u091a \u0905\u0927\u093f\u0915\u093e\u0930<\/strong>. That\u2019s not just a technical issue it\u2019s a matter of sovereignty, trust, and independence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939\u0940 \u0915\u093e\u0930\u0923 \u0939\u0948 <strong>\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u092e\u094c\u091c\u0942\u0926 \u0939\u0948<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We are more than a CRM we are the <strong>#1 \u0938\u094d\u0935\u093f\u0938 \u0928\u093f\u0930\u094d\u092e\u093f\u0924 \u0914\u0930 \u0938\u094d\u0935\u093f\u0938-\u0939\u094b\u0938\u094d\u091f\u0947\u0921 \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0932\u0947\u091f\u092b\u0949\u0930\u094d\u092e<\/strong> \u092c\u0948\u0902\u0915\u094b\u0902, \u0927\u0928 \u092a\u094d\u0930\u092c\u0902\u0927\u0915\u094b\u0902 \u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u0947\u0936\u0947\u0935\u0930\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u091c\u094b \u0917\u094b\u092a\u0928\u0940\u092f\u0924\u093e \u092f\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u092a\u0930 \u0938\u092e\u091d\u094c\u0924\u093e \u0915\u0930\u0928\u0947 \u0938\u0947 \u0907\u0928\u0915\u093e\u0930 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0939\u092e\u093e\u0930\u093e \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u0938\u0930\u0932 \u0932\u0947\u0915\u093f\u0928 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0939\u0948: <strong>\u0905\u092a\u0928\u0947 \u0921\u0947\u091f\u093e \u092a\u0930 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0916\u094b\u090f \u092c\u093f\u0928\u093e \u092c\u093f\u0915\u094d\u0930\u0940 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-swiss-made-swiss-owned-swiss-hosted\">\u0938\u094d\u0935\u093f\u0938 \u0928\u093f\u0930\u094d\u092e\u093f\u0924, \u0938\u094d\u0935\u093f\u0938 \u0938\u094d\u0935\u093e\u092e\u093f\u0924\u094d\u0935 \u0935\u093e\u0932\u093e, \u0938\u094d\u0935\u093f\u0938-\u0939\u094b\u0938\u094d\u091f\u0947\u0921<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0939\u0948 <strong>\u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u0935\u093f\u0915\u0938\u093f\u0924 \u090f\u0915\u092e\u093e\u0924\u094d\u0930 \u0938\u0940\u0906\u0930\u090f\u092e \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0909\u092a\u0915\u0930\u0923<\/strong>, \u092a\u0930 \u0939\u094b\u0938\u094d\u091f \u0915\u093f\u092f\u093e \u0917\u092f\u093e <strong>\u0938\u094d\u0935\u093f\u0938 \u0938\u0902\u092a\u094d\u0930\u092d\u0941 \u092c\u093e\u0926\u0932<\/strong>, \u0914\u0930 \u091c\u093f\u0938\u0915\u093e \u0938\u094d\u0935\u093e\u092e\u093f\u0924\u094d\u0935 \u090f\u0915 \u0915\u0947 \u092a\u093e\u0938 \u0939\u0948 <strong>\u0938\u094d\u0935\u093f\u0938 \u0928\u093f\u091c\u0940 \u092a\u0930\u093f\u0935\u093e\u0930<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0938\u0915\u093e \u092e\u0924\u0932\u092c \u092f\u0939 \u0939\u0948:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0906\u092a\u0915\u093e \u0921\u0947\u091f\u093e \u0915\u092d\u0940 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u0938\u0947 \u092c\u093e\u0939\u0930 \u0928\u0939\u0940\u0902 \u091c\u093e\u0924\u093e\u0964.<\/li>\n\n\n\n<li>\u0915\u094b\u0908 \u092d\u0940 \u0935\u093f\u0926\u0947\u0936\u0940 \u0938\u0930\u0915\u093e\u0930 \u092f\u093e \u092c\u0921\u093c\u0940 \u0924\u0915\u0928\u0940\u0915\u0940 \u0926\u093f\u0917\u094d\u0917\u091c \u0915\u0902\u092a\u0928\u0940 \u0906\u092a\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u0930 \u091c\u093e\u0938\u0942\u0938\u0940 \u0928\u0939\u0940\u0902 \u0915\u0930 \u0938\u0915\u0924\u0940\u0964.<\/li>\n\n\n\n<li>\u0906\u092a \u0926\u0941\u0928\u093f\u092f\u093e \u0915\u0947 \u0938\u092c\u0938\u0947 \u0938\u0916\u094d\u0924 \u0917\u094b\u092a\u0928\u0940\u092f\u0924\u093e \u0915\u093e\u0928\u0942\u0928\u094b\u0902 \u0915\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Yes, a US-based CRM might offer encryption. But let\u2019s be honest your encrypted data still lives on <strong>\u0909\u0928\u0915\u0947 \u0938\u0930\u094d\u0935\u0930<\/strong>, \u0926\u094d\u0935\u093e\u0930\u093e \u0936\u093e\u0938\u093f\u0924 <strong>\u0909\u0928\u0915\u0947 \u0915\u093e\u0928\u0942\u0928<\/strong>, \u0914\u0930 \u0909\u091c\u093e\u0917\u0930 <strong>\u0909\u0928\u0915\u0947 \u091c\u094b\u0916\u093f\u092e<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u0947 \u0938\u093e\u0925, \u0906\u092a\u0915\u0940 \u0938\u0902\u0938\u094d\u0925\u093e \u0939\u0940 \u090f\u0915\u092e\u093e\u0924\u094d\u0930 \u0910\u0938\u0940 \u0938\u0902\u0938\u094d\u0925\u093e \u0939\u0948 \u091c\u093f\u0938\u0915\u0947 \u092a\u093e\u0938 \u0938\u093e\u0930\u0940 \u091a\u093e\u092c\u093f\u092f\u093e\u0902 \u0939\u0948\u0902\u0964 \u092f\u0939\u0940 \u0915\u093e\u0930\u0923 \u0939\u0948 \u0915\u093f... <strong>\u0938\u091a\u094d\u091a\u0940 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automating-sales-and-compliance-with-confidence\">\u0906\u0924\u094d\u092e\u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u0915\u0947 \u0938\u093e\u0925 \u092c\u093f\u0915\u094d\u0930\u0940 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u093e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u093e \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u0938\u094d\u092a\u0937\u094d\u091f \u0939\u0948:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0947\u0902<\/strong> \u0924\u093e\u0915\u093f \u0906\u092a \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0938\u0932\u093e\u0939 \u0926\u0947\u0928\u0947 \u092e\u0947\u0902 \u0905\u0927\u093f\u0915 \u0938\u092e\u092f \u092c\u093f\u0924\u093e \u0938\u0915\u0947\u0902 \u0914\u0930 \u092a\u094d\u0930\u0936\u093e\u0938\u0928\u093f\u0915 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u092e\u0947\u0902 \u0915\u092e \u0938\u092e\u092f \u0932\u0917\u093e\u090f\u0902\u0964.<\/li>\n\n\n\n<li><strong>\u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094b \u0938\u0930\u0932 \u092c\u0928\u093e\u090f\u0902<\/strong> by embedding it directly into your workflows no clunky add-ons, no messy integrations.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u092e \u0926\u094b\u0939\u0930\u093e\u0935 \u0935\u093e\u0932\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u093e \u092c\u094b\u091d \u0915\u092e \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u0915\u093f \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0915\u093e\u0930\u094d\u092f \u0938\u0941\u091a\u093e\u0930\u0942 \u0930\u0942\u092a \u0938\u0947 \u0939\u094b\u0964 <strong>\u0911\u0921\u093f\u091f \u0915\u0947 \u0932\u093f\u090f \u0924\u0948\u092f\u093e\u0930 \u0914\u0930 \u0928\u093f\u092f\u092e\u094b\u0902 \u0938\u0947 \u0905\u092a\u094d\u0930\u092d\u093e\u0935\u093f\u0924<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-five-pillars-of-investglass\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u0947 \u092a\u093e\u0902\u091a \u0938\u094d\u0924\u0902\u092d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass is not just another CRM it\u2019s a <strong>\u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u092a\u093e\u0930\u093f\u0938\u094d\u0925\u093f\u0924\u093f\u0915\u0940 \u0924\u0902\u0924\u094d\u0930<\/strong> \u0935\u093f\u0924\u094d\u0924 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e\u0964 \u092a\u093e\u0901\u091a \u0938\u094d\u0924\u0902\u092d\u094b\u0902 \u092a\u0930 \u0928\u093f\u0930\u094d\u092e\u093f\u0924, \u092f\u0939 \u0906\u092a\u0915\u094b \u0905\u0927\u093f\u0915 \u0938\u094d\u092e\u093e\u0930\u094d\u091f, \u0924\u0947\u091c\u093c \u0914\u0930 \u0905\u0927\u093f\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0915\u093e\u092e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0938\u092c \u0915\u0941\u091b \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-digital-onboarding\">1. \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u0902\u0924\u0939\u0940\u0928 \u0915\u093e\u0917\u091c\u0940 \u0915\u093e\u0930\u094d\u0930\u0935\u093e\u0908 \u0915\u094b \u0905\u0932\u0935\u093f\u0926\u093e \u0915\u0939\u0947\u0902\u0964 <strong>\u0921\u093f\u091c\u093f\u091f\u0932 \u092b\u0949\u0930\u094d\u092e, \u0915\u0947\u0935\u093e\u0908\u0938\u0940\/\u090f\u090f\u092e\u090f\u0932 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0914\u0930 \u0908-\u0939\u0938\u094d\u0924\u093e\u0915\u094d\u0937\u0930<\/strong>, \u0907\u0938\u0938\u0947 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0938\u0941\u0917\u092e, \u0905\u0928\u0941\u092a\u093e\u0932\u0928\u092a\u0942\u0930\u094d\u0923 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915-\u0905\u0928\u0941\u0915\u0942\u0932 \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-a-fully-flexible-crm\">2. \u090f\u0915 \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u0932\u091a\u0940\u0932\u093e \u0938\u0940\u0906\u0930\u090f\u092e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u092e\u093e\u0930\u093e <strong>CRM \u0906\u092a\u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0922\u0932 \u091c\u093e\u0924\u093e \u0939\u0948<\/strong> not the other way around. Customise pipelines, client views, and workflows to fit your bank\u2019s DNA.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-portfolio-management\">3. \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u092e\u093e\u0930\u093e \u090f\u0915\u0940\u0915\u0943\u0924 <strong>\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0909\u092a\u0915\u0930\u0923<\/strong> \u092f\u0939 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932, \u092a\u0930\u092b\u0949\u0930\u094d\u092e\u0947\u0902\u0938 \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917 \u0914\u0930 \u0930\u093f\u0938\u094d\u0915 \u092e\u0949\u0928\u093f\u091f\u0930\u093f\u0902\u0917 \u0915\u094b \u090f\u0915 \u0939\u0940 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u092e\u0947\u0902 \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-marketing-automation\">4. \u092e\u093e\u0930\u094d\u0915\u0947\u091f\u093f\u0902\u0917 \u0938\u094d\u0935\u091a\u093e\u0932\u0928<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u093e\u0901\u091f\u0928\u093e <strong>\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924, \u0938\u092e\u092f\u092c\u0926\u094d\u0927 \u0905\u092d\u093f\u092f\u093e\u0928<\/strong> \u091c\u094b \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092e\u091c\u092c\u0942\u0924 \u092c\u0928\u093e\u0924\u0947 \u0939\u0948\u0902\u0964 \u0928\u094d\u092f\u0942\u091c\u093c\u0932\u0947\u091f\u0930 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0938\u094d\u092e\u093e\u0930\u094d\u091f \u0938\u0947\u0917\u092e\u0947\u0902\u091f\u0947\u0936\u0928 \u0924\u0915, \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0906\u092a\u0915\u0947 \u0938\u0902\u0926\u0947\u0936 \u0915\u094b \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0922\u0902\u0917 \u0938\u0947 \u092a\u0939\u0941\u0902\u091a\u093e\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-compliance-at-the-core\">5. \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0930\u094d\u0935\u094b\u092a\u0930\u093f \u0939\u0948<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0938\u0941\u0935\u093f\u0927\u093e \u0915\u093e \u0928\u093f\u0930\u094d\u092e\u093e\u0923 \u0907\u0938\u0915\u0947 \u0938\u093e\u0925 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948 <strong>\u0905\u0928\u0941\u092a\u093e\u0932\u0928-\u092a\u094d\u0930\u0925\u092e \u0921\u093f\u091c\u093e\u0907\u0928<\/strong> from audit trails and reporting to GDPR alignment and role-based access.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-financial-institutions-trust-investglass\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u092a\u0930 \u092d\u0930\u094b\u0938\u093e \u0915\u094d\u092f\u094b\u0902 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902?<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u0905\u0926\u094d\u0935\u093f\u0924\u0940\u092f \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e<\/strong>\u0907\u0938\u0915\u093e \u0906\u092f\u094b\u091c\u0928 \u0915\u0947\u0935\u0932 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u0915\u0940 \u0927\u0930\u0924\u0940 \u092a\u0930 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li><strong>\u0935\u093f\u0924\u094d\u0924 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u0924\u0948\u092f\u093e\u0930 \u0915\u093f\u092f\u093e \u0917\u092f\u093e<\/strong>\u092f\u0939 \u0915\u094b\u0908 \u0938\u093e\u092e\u093e\u0928\u094d\u092f \u0938\u0940\u0906\u0930\u090f\u092e \u0928\u0939\u0940\u0902 \u0939\u0948 \u091c\u093f\u0938\u092e\u0947\u0902 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0910\u0921-\u0911\u0928 \u0939\u094b\u0902, \u092c\u0932\u094d\u0915\u093f \u092f\u0939 \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0935\u0947\u0932\u094d\u0925 \u092e\u0948\u0928\u0947\u091c\u0930\u094d\u0938 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u092c\u0928\u093e\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li><strong>\u092d\u0935\u093f\u0937\u094d\u092f \u0915\u0947 \u0932\u093f\u090f \u0924\u0948\u092f\u093e\u0930<\/strong>\u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917, \u092c\u093f\u0915\u094d\u0930\u0940 \u0914\u0930 \u0905\u0928\u094d\u092f \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u093e <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ae%e0%a4%be%e0%a4%b0%e0%a5%8d%e0%a4%95%e0%a5%87%e0%a4%9f%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%89%e0%a4%aa%e0%a4%95%e0%a4%b0%e0%a4%a3\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u0935\u093f\u092a\u0923\u0928\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5316\">\u0935\u093f\u092a\u0923\u0928<\/a> \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094b \u0936\u093e\u092e\u093f\u0932 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f\u0964.<\/li>\n\n\n\n<li><strong>\u0938\u094d\u0935\u0924\u0902\u0924\u094d\u0930 \u0914\u0930 \u0938\u094d\u0935\u093f\u0938 \u0938\u094d\u0935\u093e\u092e\u093f\u0924\u094d\u0935 \u0935\u093e\u0932\u0940<\/strong>: No shareholders, no hidden agendas just uncompromising privacy.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-the-future-belongs-to-the-sovereign\">\u0928\u093f\u0937\u094d\u0915\u0930\u094d\u0937: \u092d\u0935\u093f\u0937\u094d\u092f \u0938\u0902\u092a\u094d\u0930\u092d\u0941 \u0915\u0947 \u0939\u093e\u0925 \u092e\u0947\u0902 \u0939\u0948<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u092e\u0947\u0902, \u0939\u092e\u093e\u0930\u093e \u0932\u0915\u094d\u0937\u094d\u092f \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u0947\u0936\u0947\u0935\u0930\u094b\u0902 \u0915\u094b \u0910\u0938\u0940 \u0924\u0915\u0928\u0940\u0915 \u0938\u0947 \u0938\u0936\u0915\u094d\u0924 \u092c\u0928\u093e\u0928\u093e \u0939\u0948 \u091c\u094b \u0938\u092e\u094d\u092e\u093e\u0928 \u0915\u0930\u0924\u0940 \u0939\u094b\u0964 <strong>\u0909\u0928\u0915\u0940 \u0938\u094d\u0935\u0924\u0902\u0924\u094d\u0930\u0924\u093e, \u0909\u0928\u0915\u0947 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0926\u093e\u092f\u093f\u0924\u094d\u0935 \u0914\u0930 \u0909\u0928\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u093e \u0935\u093f\u0936\u094d\u0935\u093e\u0938<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0902\u092f\u094b\u091c\u0928 \u0926\u094d\u0935\u093e\u0930\u093e <strong>\u0938\u094d\u0935\u093f\u0938 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e<\/strong> with cutting-edge automation, InvestGlass is more than a CRM it\u2019s the <strong>\u0935\u093f\u0924\u094d\u0924 \u0915\u0947 \u092d\u0935\u093f\u0937\u094d\u092f \u0915\u0940 \u0928\u0940\u0902\u0935<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0910\u0938\u0940 \u0926\u0941\u0928\u093f\u092f\u093e \u092e\u0947\u0902 \u091c\u0939\u093e\u0902 \u0938\u0941\u0935\u093f\u0927\u093e \u0915\u0947 \u0932\u093f\u090f \u0905\u0915\u094d\u0938\u0930 \u0917\u094b\u092a\u0928\u0940\u092f\u0924\u093e \u0938\u0947 \u0938\u092e\u091d\u094c\u0924\u093e \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948, \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u092f\u0939 \u0938\u093e\u092c\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0906\u092a \u0926\u094b\u0928\u094b\u0902 \u091a\u0940\u091c\u0947\u0902 \u090f\u0915 \u0938\u093e\u0925 \u092a\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"geodir-embed-container\"><iframe loading=\"lazy\" title=\"\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u0947 \u092e\u0942\u0932\u094d\u092f\u094b\u0902 \u0914\u0930 \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u091c\u093e\u0928\u0947\u0902\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/XN9pF7i77NM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u0947 \u092e\u0942\u0932\u094d\u092f\u094b\u0902 \u0914\u0930 \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u091c\u093e\u0928\u0947\u0902<\/figcaption><\/figure>","protected":false},"excerpt":{"rendered":"<p>In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data? Most global CRM providers claim to keep your information safe, but if their servers are located abroad, your sensitive client data remains subject to foreign jurisdictions and hidden access rights. That\u2019s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":31723,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[271],"class_list":["post-31720","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-vision-and-purpose"],"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>InvestGlass Vision and Purpose in Data Security | InvestGlass<\/title>\n<meta name=\"description\" content=\"In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data? 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