{"id":38346,"date":"2023-11-03T20:56:22","date_gmt":"2023-11-03T19:56:22","guid":{"rendered":"https:\/\/www.investglass.com\/?p=38346"},"modified":"2026-04-17T14:07:34","modified_gmt":"2026-04-17T12:07:34","slug":"%e0%a4%b5%e0%a4%bf%e0%a4%a4%e0%a5%8d%e0%a4%a4%e0%a5%80%e0%a4%af-%e0%a4%97%e0%a5%8d%e0%a4%b0%e0%a4%be%e0%a4%b9%e0%a4%95-%e0%a4%9c%e0%a5%81%e0%a4%a1%e0%a4%bc%e0%a4%be%e0%a4%b5-%e0%a4%ae%e0%a5%87","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/hi\/clm-vs-crm-in-financial-client-engagement\/","title":{"rendered":"\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0941\u0921\u093c\u093e\u0935 \u092e\u0947\u0902 \u0938\u0940\u090f\u0932\u090f\u092e \u092c\u0928\u093e\u092e \u0938\u0940\u0906\u0930\u090f\u092e"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092e\u0947\u0902, 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\u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930\u0947\u0902\u0964 \u0907\u0938\u0915\u0947 \u0935\u093f\u092a\u0930\u0940\u0924,\u00a0<a href=\"https:\/\/resources.fenergo.com\/blogs\/clm-vs-crm?utm_source=chatgpt.com\"><strong>\u0938\u0940\u090f\u0932\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e<\/strong>\u00a0\u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0940 \u092a\u0942\u0930\u0940 \u092f\u093e\u0924\u094d\u0930\u093e \u0915\u0940 \u0926\u0947\u0916\u0930\u0947\u0916 \u0915\u0930\u0928\u093e,<\/a> \u092a\u094d\u0930\u093e\u0930\u0902\u092d\u093f\u0915 \u0938\u0902\u092a\u0930\u094d\u0915 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0914\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u0947\u0935\u093e \u0924\u0915, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u093e \u0914\u0930 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u093e\u0964 CRM \u0914\u0930 CLM \u0926\u094b\u0928\u094b\u0902 \u0915\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u0938\u0947 \u0926\u0915\u094d\u0937\u0924\u093e \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f, \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u092e\u0947\u0902 \u0924\u0947\u091c\u0940 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092e\u091c\u092c\u0942\u0924 \u0938\u0902\u092c\u0902\u0927 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0939\u094b \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction\"><strong>\u092a\u0930\u093f\u091a\u092f<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u0947 \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092e\u0947\u0902, \u092c\u0939\u0938 \u0915\u0947 \u092c\u0940\u091a <a href=\"https:\/\/emarsys.com\/learn\/glossary\/customer-lifecycle-management\/\">\u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 (\u0938\u0940\u090f\u0932\u090f\u092e)<\/a> \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 (\u0938\u0940\u0906\u0930\u090f\u092e) \u0915\u0947\u0935\u0932 \u0938\u0902\u0915\u094d\u0937\u093f\u092a\u094d\u0924 \u0936\u092c\u094d\u0926\u094b\u0902 \u0915\u093e \u0916\u0947\u0932 \u0928\u0939\u0940\u0902 \u0939\u0948\u0964 \u092f\u0947 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\u0938\u0902\u0924\u0941\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u093e \u090f\u0915 \u092e\u091c\u092c\u0942\u0924 \u0924\u0930\u0940\u0915\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-unveiled\"><strong>\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u0905\u0928\u093e\u0935\u0930\u0923 \u0915\u093f\u092f\u093e \u0917\u092f\u093e<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u0906\u0930\u090f\u092e, \u091c\u094b \u0915\u092d\u0940 \u092c\u093f\u0915\u094d\u0930\u0940 \u091f\u0940\u092e\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0909\u0928\u094d\u0928\u0924 \u092b\u093e\u0907\u0932\u093f\u0902\u0917 \u0915\u0948\u092c\u093f\u0928\u0947\u091f \u0939\u0941\u0906 \u0915\u0930\u0924\u093e \u0925\u093e, \u0935\u093f\u0915\u0938\u093f\u0924 \u0939\u094b \u091a\u0941\u0915\u093e \u0939\u0948\u0964 \u091c\u092c\u0915\u093f 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https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/07\/all-investglass-300x187.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/07\/all-investglass-768x477.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/07\/all-investglass.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0938\u094d\u0935\u093f\u0938 \u0938\u0940\u0906\u0930\u090f\u092e<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0940 \u090f\u0915 \u0928\u0908 \u0928\u0938\u094d\u0932<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0906\u0927\u0941\u0928\u093f\u0915 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%85%e0%a4%aa%e0%a4%a8%e0%a5%80-%e0%a4%af%e0%a4%be%e0%a4%a4%e0%a5%8d%e0%a4%b0%e0%a4%be-%e0%a4%85%e0%a4%a8%e0%a5%81%e0%a4%b0%e0%a5%8b%e0%a4%a7-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%95%e0%a5%8d\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"828\">\u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u090f\u0915 \u0938\u094d\u0935\u093f\u0938 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0939\u0948\u0964<\/a> \u092f\u0939 \u0915\u0908 \u0924\u0930\u0939 \u0915\u0940 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u093e \u092d\u0902\u0921\u093e\u0930 \u0939\u0948\u0964 \u092f\u0939 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0935\u093f\u0938\u094d\u0924\u0943\u0924 \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932 \u092c\u0928\u093e\u0928\u0947, \u0932\u0947\u0928-\u0926\u0947\u0928 \u0915\u0947 \u0907\u0924\u093f\u0939\u093e\u0938 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0921\u0947\u091f\u093e-\u0906\u0927\u093e\u0930\u093f\u0924 \u0938\u0902\u092a\u0930\u094d\u0915 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0938\u0941\u0935\u093f\u0927\u093e \u0926\u0947\u0924\u093e \u0939\u0948\u0964 \u0932\u0947\u0915\u093f\u0928 \u092f\u093e\u0926 \u0930\u0916\u0947\u0902, \u0907\u0938\u0915\u0947 \u092e\u0942\u0932 \u092e\u0947\u0902, <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ab%e0%a4%bf%e0%a4%a8%e0%a5%8d%e0%a4%b8%e0%a4%be-%e0%a4%95%e0%a5%87-%e0%a4%b2%e0%a4%bf%e0%a4%8f-%e0%a4%b8%e0%a5%80%e0%a4%86%e0%a4%b0%e0%a4%8f%e0%a4%ae-%e0%a4%8f%e0%a4%95-%e0%a4%b8%e0%a4%82\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"829\">\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0938\u093e\u0930\u094d\u0925\u0915 \u0938\u0902\u092c\u0902\u0927 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0928\u093e \u0939\u0948\u0964<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-about-clm\"><strong>\u0938\u0940\u090f\u0932\u090f\u092e \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u0915\u094d\u092f\u093e?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0938\u0915\u0947 \u0935\u093f\u092a\u0930\u0940\u0924, \u0938\u0940\u090f\u0932\u090f\u092e \u0905\u0927\u093f\u0915 \u0938\u0942\u0915\u094d\u0937\u094d\u092e \u0922\u093e\u0902\u091a\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092e\u0947\u0902 \u090f\u0915 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0909\u092a\u0915\u0930\u0923 \u0939\u0948, \u091c\u0939\u093e\u0902 \u0928\u093f\u092f\u092e \u0938\u0916\u094d\u0924 \u0939\u0948\u0902 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u090f\u0902 \u092c\u0939\u0941\u0924 \u0905\u0927\u093f\u0915 \u0939\u0948\u0902\u0964 \u0938\u0940\u090f\u0932\u090f\u092e \u090f\u0915 \u0935\u094d\u092f\u093e\u092a\u0915 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923\u093e\u0924\u094d\u092e\u0915 \u0909\u092a\u0915\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u091c\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u093e\u0924\u094d\u0930\u093e \u092e\u0947\u0902 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u092c\u093e\u0924\u091a\u0940\u0924 \u0915\u093e \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-metrics-in-clm\"><strong>\u0938\u0940\u090f\u0932\u090f\u092e \u092e\u0947\u0902 \u092a\u094d\u0930\u092e\u0941\u0916 \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u0916\u094b\u091c<\/strong>: \u0932\u0915\u094d\u0937\u093f\u0924 \u0938\u093e\u092e\u0917\u094d\u0930\u0940 \u092a\u0930 \u0906\u0927\u093e\u0930\u093f\u0924 \u092a\u094d\u0930\u093e\u0930\u0902\u092d\u093f\u0915 \u0938\u0939\u092d\u093e\u0917\u093f\u0924\u093e\u0964.<\/li>\n\n\n\n<li><strong>\u0936\u093f\u0915\u094d\u0937\u093e<\/strong>\u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u0936\u094d\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092a\u0930\u093e\u092e\u0930\u094d\u0936\u093e\u0924\u094d\u092e\u0915 \u0938\u092e\u093e\u0927\u093e\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e\u0964.<\/li>\n\n\n\n<li><strong>\u0916\u0930\u0940\u0926\u0928\u093e<\/strong>\u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u091a\u0941\u0928\u0947 \u0917\u090f \u0909\u0924\u094d\u092a\u093e\u0926 \u092f\u093e \u0938\u0947\u0935\u093e \u0915\u094b \u0905\u0902\u0924\u093f\u092e \u0930\u0942\u092a \u0926\u0947\u0928\u093e\u0964.<\/li>\n\n\n\n<li><strong>\u0916\u0930\u0940\u0926\u0928\u0947 \u0915\u0947 \u092c\u093e\u0926<\/strong>\u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u0915\u0947 \u0932\u093f\u090f \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0938\u0947 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u090f\u0915\u0924\u094d\u0930 \u0915\u0930\u0928\u093e\u0964.<\/li>\n\n\n\n<li><strong>\u0935\u0915\u093e\u0932\u0924<\/strong>\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u094b\u0936\u0932 \u092e\u0940\u0921\u093f\u092f\u093e \u0914\u0930 \u0905\u0928\u094d\u092f \u092a\u094d\u0932\u0947\u091f\u092b\u093e\u0930\u094d\u092e\u094b\u0902 \u092a\u0930 \u092c\u094d\u0930\u093e\u0902\u0921 \u090f\u0902\u092c\u0947\u0938\u0921\u0930 \u092c\u0928 \u0930\u0939\u0947 \u0939\u0948\u0902\u0964.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-specialized-solutions\"><strong>\u0935\u093f\u0936\u0947\u0937\u0940\u0915\u0943\u0924 \u0938\u092e\u093e\u0927\u093e\u0928<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092b\u0947\u0928\u0930\u0917\u094b \u091c\u0948\u0938\u0940 \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0902 \u0935\u093f\u0936\u0947\u0937\u0940\u0915\u0943\u0924 \u0938\u0940\u090f\u0932\u090f\u092e \u0938\u092e\u093e\u0927\u093e\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902 \u091c\u094b \u0909\u0924\u094d\u0915\u0943\u0937\u094d\u091f \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%9c%e0%a5%8b%e0%a4%96%e0%a4%bf%e0%a4%ae-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%a8-%e0%a4%95%e0%a5%8b-%e0%a4%b8%e0%a5%81%e0%a4%b5%e0%a5%8d%e0%a4%af%e0%a4%b5%e0%a4%b8\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"831\">\u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u091c\u094b\u0916\u093f\u092e \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928<\/a> \u0909\u0928 \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u092e\u0947\u0902 \u091c\u0939\u093e\u0902 \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0905\u092a\u0930\u094d\u092f\u093e\u092a\u094d\u0924 \u0938\u093e\u092c\u093f\u0924 \u0939\u094b \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u094b\u0916\u093f\u092e \u0915\u092e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0909\u092a\u093e\u092f\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-divergence-clm-vs-crm\"><strong>\u0905\u0902\u0924\u0930: \u0938\u0940\u090f\u0932\u090f\u092e \u092c\u0928\u093e\u092e \u0938\u0940\u0906\u0930\u090f\u092e<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u091c\u092c\u0915\u093f \u0926\u094b\u0928\u094b\u0902 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u093e \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u0939\u0948 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%97%e0%a5%8d%e0%a4%b0%e0%a4%be%e0%a4%b9%e0%a4%95-%e0%a4%b8%e0%a4%b9%e0%a4%ad%e0%a4%be%e0%a4%97%e0%a4%bf%e0%a4%a4%e0%a4%be-%e0%a4%ac%e0%a4%a2%e0%a4%bc%e0%a4%be%e0%a4%a8%e0%a5%87-%e0%a4%95\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"832\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u090f\u0902<\/a> \u0935\u092b\u093e\u0926\u093e\u0930\u0940 \u0914\u0930 \u0930\u093e\u091c\u0938\u094d\u0935 \u0938\u094d\u0930\u094b\u0924\u094b\u0902 \u0915\u0947 \u092e\u093e\u092e\u0932\u0947 \u092e\u0947\u0902, \u0935\u0947 \u0926\u093e\u092f\u0930\u0947 \u0914\u0930 \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u092e\u0947\u0902 \u092d\u093f\u0928\u094d\u0928 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964. <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ac%e0%a4%be%e0%a4%b9%e0%a5%8d%e0%a4%af-%e0%a4%aa%e0%a4%b0%e0%a4%bf%e0%a4%b8%e0%a4%82%e0%a4%aa%e0%a4%a4%e0%a5%8d%e0%a4%a4%e0%a4%bf-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%95-2\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"402\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0909\u0924\u094d\u0915\u0943\u0937\u094d\u091f \u0939\u0948\u0964<\/a> \u0932\u0947\u0915\u093f\u0928 \u0907\u0938\u092e\u0947\u0902 \u0905\u0915\u094d\u0938\u0930 \u0917\u0939\u0928 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u0915\u0940 \u0915\u092e\u0940 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964 \u0926\u0942\u0938\u0930\u0940 \u0913\u0930, \u0938\u0940\u090f\u0932\u090f\u092e \u0915\u094b \u091c\u091f\u093f\u0932 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948, \u091c\u0948\u0938\u0947 \u0915\u093f <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ae%e0%a4%a8%e0%a5%80-%e0%a4%b2%e0%a5%89%e0%a4%a8%e0%a5%8d%e0%a4%a1%e0%a5%8d%e0%a4%b0%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%b5%e0%a4%bf%e0%a4%b0%e0%a5%8b%e0%a4%a7%e0%a5%80-%e0%a4%85%e0%a4%ad\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2388\">\u092e\u0928\u0940 \u0932\u0949\u0928\u094d\u0921\u094d\u0930\u093f\u0902\u0917 \u0935\u093f\u0930\u094b\u0927\u0940<\/a> (\u090f\u090f\u092e\u090f\u0932) \u0914\u0930 \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u091c\u093e\u0928\u0947\u0902 (\u0915\u0947\u0935\u093e\u0908\u0938\u0940)\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-crm-and-clm-better-together\"><strong>\u0938\u0940\u0906\u0930\u090f\u092e \u0914\u0930 \u0938\u0940\u090f\u0932\u090f\u092e: \u0938\u093e\u0925 \u092e\u093f\u0932\u0915\u0930 \u092c\u0947\u0939\u0924\u0930 \u092a\u0930\u093f\u0923\u093e\u092e<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u0926\u0915\u094d\u0937\u0924\u093e \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f<\/strong>\u090f\u0915\u0940\u0915\u0943\u0924 \u0938\u0940\u0906\u0930\u090f\u092e \u0914\u0930 \u0938\u0940\u090f\u0932\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ac%e0%a4%bf%e0%a4%9c%e0%a4%a8%e0%a5%87%e0%a4%b8-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a5%8b%e0%a4%b8%e0%a5%87%e0%a4%b8-%e0%a4%91%e0%a4%aa%e0%a5%8d%e0%a4%9f%e0%a4%bf%e0%a4%ae%e0%a4%be%e0%a4%87%e0%a4%9c\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"833\">\u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0902<\/a>.<\/li>\n\n\n\n<li><strong>\u0924\u094d\u0935\u0930\u093f\u0924 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917<\/strong>\u0921\u0947\u091f\u093e \u0915\u0947 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0930\u0923 \u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0924\u0947\u091c\u0940 \u0938\u0947 \u0936\u093e\u092e\u093f\u0932 \u0915\u0930\u0928\u093e \u0938\u0902\u092d\u0935 \u0939\u0948\u0964.<\/li>\n\n\n\n<li><strong>\u0938\u0902\u092c\u0902\u0927 \u0928\u093f\u0930\u094d\u092e\u093e\u0923<\/strong>\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0939\u092d\u093e\u0917\u093f\u0924\u093e \u0914\u0930 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0915\u094b \u092c\u0922\u093c\u093e\u0928\u0947 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930\u0928\u093e\u0964.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-compliance-in-focus-navigating-aml-and-kyc-with-crm-and-clm\"><strong><br>\u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924: \u0938\u0940\u0906\u0930\u090f\u092e \u0914\u0930 \u0938\u0940\u090f\u0932\u090f\u092e \u0915\u0947 \u0938\u093e\u0925 \u090f\u090f\u092e\u090f\u0932 \u0914\u0930 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0915\u093e \u0938\u0902\u091a\u093e\u0932\u0928<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092e\u0947\u0902 \u092e\u0928\u0940 \u0932\u0949\u0928\u094d\u0921\u094d\u0930\u093f\u0902\u0917 \u0930\u094b\u0927\u0940 (AML) \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u091c\u093e\u0928\u0947\u0902 (KYC) \u092a\u094d\u0930\u094b\u091f\u094b\u0915\u0949\u0932 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0928\u093e \u090f\u0915 \u091a\u0941\u0928\u094c\u0924\u0940\u092a\u0942\u0930\u094d\u0923 \u0915\u093e\u0930\u094d\u092f \u0939\u0948\u0964 AML \u0926\u093f\u0936\u093e\u0928\u093f\u0930\u094d\u0926\u0947\u0936\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915 CRM \u092a\u094d\u0932\u0947\u091f\u092b\u0949\u0930\u094d\u092e \u0915\u0941\u091b \u0939\u0926 \u0924\u0915 \u0930\u093e\u0939\u0924 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0947 CRM \u0938\u092e\u093e\u0927\u093e\u0928 \u0932\u0947\u0928-\u0926\u0947\u0928, \u092c\u093e\u0924\u091a\u0940\u0924 \u0914\u0930 \u0935\u094d\u092f\u0935\u0939\u093e\u0930 \u0938\u0947 \u0938\u0902\u092c\u0902\u0927\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u090f\u0915\u0924\u094d\u0930 \u0915\u0930\u0928\u0947 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0939\u093e\u0932\u093e\u0902\u0915\u093f, \u0935\u093f\u0936\u0947\u0937 CLM \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0943\u0924 \u0939\u094b\u0928\u0947 \u092a\u0930 \u0907\u0928\u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u094b \u0915\u093e\u092b\u0940 \u0939\u0926 \u0924\u0915 \u092c\u0922\u093c\u093e\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg-1024x683.jpg\" alt=\"\u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0915\u0947 \u0932\u093f\u090f \u091f\u0948\u092c\u0932\u0947\u091f \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0928\u093e\" class=\"wp-image-38347\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u091f\u0948\u092c\u0932\u0947\u091f \u092a\u0930 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0928\u093e \u0905\u092c \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0915\u093e \u0928\u092f\u093e \u0938\u093e\u092e\u093e\u0928\u094d\u092f \u0924\u0930\u0940\u0915\u093e \u092c\u0928 \u0917\u092f\u093e \u0939\u0948\u0964<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-role-of-crm-software-and-clm-platforms\"><strong>\u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0914\u0930 \u0938\u0940\u090f\u0932\u090f\u092e \u092a\u094d\u0932\u0947\u091f\u092b\u0949\u0930\u094d\u092e \u0915\u0940 \u092d\u0942\u092e\u093f\u0915\u093e<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939\u093e\u0902, \u0905\u0928\u0941\u092c\u0902\u0927 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 (\u0938\u0940\u0906\u0930\u090f\u092e) \u090f\u0915 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092d\u0942\u092e\u093f\u0915\u093e \u0928\u093f\u092d\u093e\u0924\u093e \u0939\u0948\u0964 \u091c\u092c \u0938\u0940\u0906\u0930\u090f\u092e \u0921\u0947\u091f\u093e \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u0915\u0940 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923\u093e\u0924\u094d\u092e\u0915 \u0915\u094d\u0937\u092e\u0924\u093e \u0915\u0947 \u0938\u093e\u0925 \u091c\u094b\u0921\u093c\u093e \u091c\u093e\u0924\u093e \u0939\u0948, \u0924\u094b \u092a\u0930\u093f\u0923\u093e\u092e \u092c\u0947\u0939\u0924\u0930 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%aa%e0%a4%b0%e0%a4%bf%e0%a4%9a%e0%a4%be%e0%a4%b2%e0%a4%a8-%e0%a4%9c%e0%a5%8b%e0%a4%96%e0%a4%bf%e0%a4%ae-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%a8-%e0%a4%b8%e0%a5%89\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"830\">\u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930<\/a>, \u092f\u0939 \u0938\u0902\u092f\u094b\u091c\u0928 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0909\u092a\u0915\u0930\u0923 \u092c\u0928 \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0906\u092a\u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0902\u0924\u0903\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0914\u0930 \u0916\u0930\u0940\u0926 \u0907\u0924\u093f\u0939\u093e\u0938 \u0915\u094b \u092c\u093e\u0930\u0940\u0915\u0940 \u0938\u0947 \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u0915\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u0915\u093e \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u091a\u0930\u0923 \u090f\u090f\u092e\u090f\u0932 \u0914\u0930 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-managing-customer-interactions-and-retention\"><strong>\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092a\u0930\u094d\u0915 \u0914\u0930 \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u0905\u0924\u094d\u092f\u0902\u0924 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948, \u0916\u093e\u0938\u0915\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u0915\u094b \u0927\u094d\u092f\u093e\u0928 \u092e\u0947\u0902 \u0930\u0916\u0924\u0947 \u0939\u0941\u090f\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%88%e0%a4%8f%e0%a4%ae%e0%a4%86%e0%a4%88-%e0%a4%87%e0%a4%b2%e0%a5%87%e0%a4%95%e0%a5%8d%e0%a4%9f%e0%a5%8d%e0%a4%b0%e0%a5%89%e0%a4%a8%e0%a4%bf%e0%a4%95-%e0%a4%ae%e0%a4%a8%e0%a5%80-%e0%a4%87\/\" data-wpil-monitor-id=\"156\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0906\u0917\u0947 \u092c\u0922\u093c\u0928\u093e \u0939\u094b\u0917\u093e<\/a>. \u092f\u0939 \u090f\u0915\u0940\u0915\u0943\u0924 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0906\u092a\u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0938\u0947 \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0922\u0902\u0917 \u0938\u0947 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0909\u0938 \u0921\u0947\u091f\u093e \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0938\u0941\u0935\u093f\u0927\u093e \u0926\u0947\u0924\u0940 \u0939\u0948\u0964 \u092f\u0939 \u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0905\u0927\u093f\u0915 \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u0940 \u092c\u0928\u093e\u0924\u0940 \u0939\u0948 \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u0947 \u0928\u090f \u0905\u0935\u0938\u0930 \u0916\u094b\u0932\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-streamlining-business-processes\"><strong>\u0935\u094d\u092f\u093e\u092a\u093e\u0930 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u093e<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u0938\u0939\u091c \u090f\u0915\u0940\u0915\u0930\u0923 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0941\u0921\u093c\u093e\u0935 \u0914\u0930 \u0915\u0941\u091b \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u091c\u0948\u0938\u0947 \u0915\u094d\u0932\u093e\u0909\u0921-\u0906\u0927\u093e\u0930\u093f\u0924 \u091c\u0941\u0921\u093c\u093e\u0935 \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0928\u093e\u0964 <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=\"683\">\u0935\u093f\u092a\u0923\u0928<\/a> \u0915\u094d\u0932\u093e\u0909\u0921 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947, \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0921\u0947\u091f\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u091c\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u094d\u092f\u0935\u0939\u093e\u0930 \u0914\u0930 \u0905\u0902\u0924\u0903\u0915\u094d\u0930\u093f\u092f\u093e \u092a\u0930 \u092e\u093e\u092a\u0928\u0947 \u092f\u094b\u0917\u094d\u092f \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0947 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f\u092f\u093e\u0901 CRM \u0914\u0930 CLM \u0926\u094b\u0928\u094b\u0902 \u092a\u094d\u0932\u0947\u091f\u092b\u093e\u0930\u094d\u092e\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0905\u092e\u0942\u0932\u094d\u092f \u0939\u0948\u0902, \u091c\u094b \u0938\u092e\u0917\u094d\u0930 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0930\u0923\u0928\u0940\u0924\u093f \u092e\u0947\u0902 \u092f\u094b\u0917\u0926\u093e\u0928 \u0926\u0947\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"684\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Mass-Email-InvestGlass-1024x684.png\" alt=\"\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u0947 \u0938\u093e\u0925 \u0938\u093e\u092e\u0942\u0939\u093f\u0915 \u0908\u092e\u0947\u0932 \u092d\u0947\u091c\u0947\u0902\" class=\"wp-image-37982\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Mass-Email-InvestGlass-1024x684.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Mass-Email-InvestGlass-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Mass-Email-InvestGlass-768x513.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Mass-Email-InvestGlass.png 1057w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u0947 \u0938\u093e\u0925 \u0938\u093e\u092e\u0942\u0939\u093f\u0915 \u0908\u092e\u0947\u0932 \u092d\u0947\u091c\u0947\u0902<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"h-contract-performance-and-compliance\"><strong>\u0905\u0928\u0941\u092c\u0902\u0927 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0932\u0947\u0915\u093f\u0928 \u0938\u0940\u090f\u0932\u090f\u092e \u0915\u094b \u091c\u094b \u092c\u093e\u0924 \u0905\u0932\u0917 \u092c\u0928\u093e\u0924\u0940 \u0939\u0948, \u0935\u0939 \u0939\u0948 \u0905\u0928\u0941\u092c\u0902\u0927 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0914\u0930 \u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u0905\u0928\u0941\u092c\u0902\u0927 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092a\u0930 \u0907\u0938\u0915\u093e \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930\u0928\u093e, \u091c\u094b \u0928 \u0915\u0947\u0935\u0932 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u092c\u0932\u094d\u0915\u093f \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u092d\u0940 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0915\u0947\u0935\u0932 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u0928\u0939\u0940\u0902 \u0939\u0948; \u092c\u0932\u094d\u0915\u093f \u0907\u0938\u0947 \u0915\u093e\u0928\u0942\u0928\u0940 \u0930\u0942\u092a \u0938\u0947 \u0938\u0939\u0940 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928\u092a\u0942\u0930\u094d\u0923 \u0924\u0930\u0940\u0915\u0947 \u0938\u0947 \u0915\u0930\u0928\u0947 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faqs-unpacking-clm-vs-crm\"><strong>\u0905\u0915\u094d\u0938\u0930 \u092a\u0942\u091b\u0947 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u094d\u0930\u0936\u094d\u0928: \u0938\u0940\u090f\u0932\u090f\u092e \u092c\u0928\u093e\u092e \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0940 \u0935\u094d\u092f\u093e\u0916\u094d\u092f\u093e<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0947 \u0938\u0902\u0926\u0930\u094d\u092d \u092e\u0947\u0902 \u0938\u0940\u090f\u0932\u090f\u092e \u0915\u094d\u092f\u093e \u0939\u0948?<\/strong><br>\u0938\u0940\u090f\u0932\u090f\u092e \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u0915\u0941\u0936\u0932 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li><strong>\u0938\u0940\u0906\u0930\u090f\u092e, \u0938\u0940\u0938\u0940\u090f\u092e \u0914\u0930 \u0915\u0949\u0928\u094d\u091f\u094d\u0930\u0948\u0915\u094d\u091f \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f \u0938\u0947 \u0915\u093f\u0938 \u092a\u094d\u0930\u0915\u093e\u0930 \u092d\u093f\u0928\u094d\u0928 \u0939\u0948?<\/strong><br>\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u0938\u0902\u092c\u0902\u0927 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0902\u0924\u0903\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0938\u0947 \u0939\u0948, \u091c\u092c\u0915\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u091a\u093e\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 (\u0938\u0940\u0938\u0940\u090f\u092e) \u0915\u093e \u0927\u094d\u092f\u093e\u0928 \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0938\u0902\u091a\u093e\u0930 \u092a\u0930 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u0914\u0930 \u0905\u0928\u0941\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u093e\u0928\u0942\u0928\u0940 \u0905\u0928\u0941\u092c\u0902\u0927\u094b\u0902 \u0938\u0947 \u0938\u0902\u092c\u0902\u0927\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li><strong>CRM \u0914\u0930 \u0915\u0938\u094d\u091f\u092e\u0930 \u0932\u093e\u0907\u092b\u0938\u093e\u0907\u0915\u093f\u0932 \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f \u0906\u092a\u0938 \u092e\u0947\u0902 \u0915\u0948\u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u0939\u0941\u090f \u0939\u0948\u0902?<\/strong><br>\u0938\u0940\u0906\u0930\u090f\u092e, \u0938\u0940\u090f\u0932\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u092e\u0947\u0902 \u0921\u0947\u091f\u093e \u092b\u0940\u0921 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u0915\u093e \u0935\u094d\u092f\u093e\u092a\u0915 \u0905\u0935\u0932\u094b\u0915\u0928 \u0938\u0902\u092d\u0935 \u0939\u094b \u092a\u093e\u0924\u093e \u0939\u0948\u0964.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-concluding-thoughts-you-can-use-investglass-for-clm-and-crm\"><strong>\u0928\u093f\u0937\u094d\u0915\u0930\u094d\u0937: \u0906\u092a CLM \u0914\u0930 CRM \u0915\u0947 \u0932\u093f\u090f InvestGlass \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u0902\u0924\u0924\u0903, \u092f\u0939 CLM \u092c\u0928\u093e\u092e CRM \u0915\u093e \u0938\u0935\u093e\u0932 \u0928\u0939\u0940\u0902 \u0939\u0948\u0964 \u092f\u0939 \u0907\u0938 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u0939\u0948 \u0915\u093f \u092f\u0947 \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u093f\u0938 \u092a\u094d\u0930\u0915\u093e\u0930 \u0938\u093e\u092e\u0902\u091c\u0938\u094d\u092f \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0941\u0921\u093c\u093e\u0935 \u0915\u093e \u0938\u092e\u0917\u094d\u0930 \u0905\u0935\u0932\u094b\u0915\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u092a\u094d\u0930\u093e\u0930\u0902\u092d\u093f\u0915 \u0938\u0902\u092a\u0930\u094d\u0915 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0926\u0940\u0930\u094d\u0918\u0915\u093e\u0932\u093f\u0915 \u0935\u092b\u093e\u0926\u093e\u0930\u0940 \u0924\u0915\u0964 \u0907\u0928 \u0926\u094b\u0928\u094b\u0902 \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0915\u0930, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0940 \u091c\u091f\u093f\u0932 \u0926\u0941\u0928\u093f\u092f\u093e \u092e\u0947\u0902 \u092d\u0940 \u0906\u0938\u093e\u0928\u0940 \u0938\u0947 \u0906\u0917\u0947 \u092c\u0922\u093c \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u0938\u093e\u0925 \u0939\u0940 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u091c\u0930\u0942\u0930\u0924\u094b\u0902 \u0915\u094b \u092d\u0940 \u0938\u092e\u091d \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>","protected":false},"excerpt":{"rendered":"<p>In the financial sector, understanding the distinction between\u00a0Customer Relationship Management (CRM)\u00a0and\u00a0Client Lifecycle Management (CLM)\u00a0is crucial for optimizing client engagement. While both systems aim to enhance client relationships, they serve different functions.\u00a0CRM systems\u00a0focus on managing interactions and sustaining relationships, primarily handling customer data and communication. In contrast,\u00a0CLM systems\u00a0oversee the entire client journey, from initial contact through [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":38347,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[526],"class_list":["post-38346","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-clm-vs-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>CLM Versus CRM: Understanding Their Differences<\/title>\n<meta name=\"description\" content=\"Understand the differences between CLM and CRM, and learn which solution better suits your financial client engagement needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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