{"id":48918,"date":"2026-02-03T15:53:58","date_gmt":"2026-02-03T14:53:58","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48918"},"modified":"2026-02-06T16:27:25","modified_gmt":"2026-02-06T15:27:25","slug":"%e0%a4%b5%e0%a4%bf%e0%a4%a4%e0%a5%8d%e0%a4%a4-%e0%a4%ae%e0%a5%87%e0%a4%82-%e0%a4%97%e0%a5%8d%e0%a4%b0%e0%a4%be%e0%a4%b9%e0%a4%95-%e0%a4%85%e0%a4%a8%e0%a5%81%e0%a4%ad%e0%a4%b5-%e0%a4%95%e0%a5%8b","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/hi\/how-to-improve-client-experience-in-finance\/","title":{"rendered":"\u0935\u093f\u0924\u094d\u0924 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u0915\u0948\u0938\u0947 \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u092f\u093e \u091c\u093e\u090f"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 2020 \u0938\u0947 \u092c\u094b\u0930\u094d\u0921 \u0938\u094d\u0924\u0930 \u092a\u0930 \u090f\u0915 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u092c\u0928 \u0917\u092f\u093e \u0939\u0948, \u091c\u093f\u0938\u0947 COVID \u092f\u0941\u0917 \u0915\u0940 \u0921\u093f\u091c\u093f\u091f\u0932 \u0924\u0947\u091c\u0940, \u092b\u093f\u0928\u091f\u0947\u0915 \u0935\u094d\u092f\u0935\u0927\u093e\u0928, \u0914\u0930 \u092c\u0922\u093c\u0924\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u0913\u0902 \u0928\u0947 \u092a\u094d\u0930\u0947\u0930\u093f\u0924 \u0915\u093f\u092f\u093e \u0939\u0948, \u091c\u094b \u0905\u092c \u0915\u093f\u0938\u0940 \u092d\u0940 \u0909\u092a\u092d\u094b\u0915\u094d\u0924\u093e \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u092e\u093e\u0928\u0915 \u0938\u0947 \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u093e \u0915\u0930\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2024\u20132026 \u092e\u0947\u0902 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u090f\u0915 \u092c\u0922\u093c\u0924\u0947 \u0939\u0941\u090f \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u0940 \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u091c\u0940\u0924\u0928\u0947 \u0914\u0930 \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0921\u093f\u091c\u093f\u091f\u0932 \u092f\u093e\u0924\u094d\u0930\u093e\u0913\u0902, \u092e\u093e\u0928\u0935\u0940\u092f \u0938\u0932\u093e\u0939 \u0914\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u093e \u0939\u094b\u0917\u093e\u0964.<\/li>\n\n\n\n<li>InvestGlass, \u090f\u0915 \u0938\u094d\u0935\u093f\u0938 \u0938\u0902\u092a\u094d\u0930\u092d\u0941 CRM \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902, \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0935\u0947\u0932\u094d\u0925 \u092e\u0948\u0928\u0947\u091c\u0930\u094d\u0938 \u0915\u094b \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0924\u0915 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924, \u0905\u0928\u0941\u092a\u093e\u0932\u0928\u092a\u0942\u0930\u094d\u0923 \u0914\u0930 \u0921\u0947\u091f\u093e \u0915\u093e \u0938\u092e\u094d\u092e\u093e\u0928 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935\u094b\u0902 \u0915\u094b \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li>\u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0938\u0940\u0927\u0947 \u092e\u093e\u092a\u0928\u0940\u092f \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092a\u0930\u093f\u0923\u093e\u092e\u094b\u0902 \u0938\u0947 \u091c\u0941\u0921\u093c\u093e \u0939\u094b\u0924\u093e \u0939\u0948: \u0909\u091a\u094d\u091a AUM, \u0915\u092e \u091a\u0930\u094d\u0928 \u0926\u0930\u0947\u0902, \u0914\u0930 \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0935\u093f\u0924\u094d\u0924 \u092e\u0947\u0902 \u092c\u0947\u0939\u0924\u0930 \u0915\u094d\u0930\u0949\u0938-\u0938\u0947\u0932\u093f\u0902\u0917 \u0914\u0930 \u0905\u092a\u0938\u0947\u0932\u093f\u0902\u0917 \u092a\u0930\u093f\u0923\u093e\u092e\u0964.<\/li>\n\n\n\n<li>\u092f\u0939 \u0932\u0947\u0916 \u092f\u093e\u0924\u094d\u0930\u093e \u092e\u093e\u0928\u091a\u093f\u0924\u094d\u0930\u0923 \u0938\u0939\u093f\u0924 \u0935\u094d\u092f\u093e\u0935\u0939\u093e\u0930\u093f\u0915, \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940-\u0938\u0915\u094d\u0937\u092e \u0915\u0926\u092e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%a1%e0%a4%bf%e0%a4%9c%e0%a4%bf%e0%a4%9f%e0%a4%b2-%e0%a4%91%e0%a4%a8%e0%a4%ac%e0%a5%8b%e0%a4%b0%e0%a5%8d%e0%a4%a1%e0%a4%bf%e0%a4%82%e0%a4%97\/\" target=\"_blank\" rel=\"noopener\" title=\"\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5855\">\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917<\/a> \u0914\u0930 \u0915\u0947\u0935\u093e\u0908\u0938\u0940, \u0905\u0924\u093f-\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\u0915\u0930\u0923, \u0913\u092e\u0928\u0940\u091a\u0948\u0928\u0932 \u091c\u0941\u0921\u093c\u093e\u0935, \u090f\u0906\u0908 \u090f\u0915\u0940\u0915\u0930\u0923, \u0914\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u092e\u093e\u092a\u0928\u0964.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-client-experience-matters-in-financial-services\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u094d\u092f\u094b\u0902 \u092e\u093e\u092f\u0928\u0947 \u0930\u0916\u0924\u093e \u0939\u0948<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">By 2025, over 80% of financial organisations recognise customer experience as their key differentiator more important than products, fees, or even brand heritage. This shift reflects a fundamental change in how clients evaluate financial services providers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0948\u0902\u0915\u093f\u0902\u0917, \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u092c\u0940\u092e\u093e \u092e\u0947\u0902 \u0935\u093f\u0936\u094d\u0935\u093e\u0938, \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0938\u0939\u093e\u0928\u0941\u092d\u0942\u0924\u093f \u0905\u0928\u093f\u0935\u093e\u0930\u094d\u092f \u0939\u0948\u0902\u0964 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928 \u092d\u0930 \u0915\u0940 \u092c\u091a\u0924, \u0938\u0947\u0935\u093e\u0928\u093f\u0935\u0943\u0924\u094d\u0924\u093f \u0928\u093f\u0927\u093f \u0914\u0930 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u0940 \u0928\u093f\u0930\u0902\u0924\u0930\u0924\u093e \u0907\u0928 \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0938\u094c\u0902\u092a\u0924\u0947 \u0939\u0948\u0902\u0964 \u091c\u092c \u0916\u0930\u093e\u092c \u0938\u0947\u0935\u093e \u0915\u0947 \u0915\u093e\u0930\u0923 \u0935\u0939 \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u091f\u0942\u091f\u0924\u093e \u0939\u0948, \u0924\u094b \u092a\u0930\u093f\u0923\u093e\u092e \u090f\u0915\u0932 \u0932\u0947\u0928\u0926\u0947\u0928 \u0938\u0947 \u0915\u0939\u0940\u0902 \u0905\u0927\u093f\u0915 \u0935\u094d\u092f\u093e\u092a\u0915 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u0913\u0902 \u0915\u094b \u0938\u092e\u091d\u0928\u093e \u0914\u0930 \u0909\u0928\u094d\u0939\u0947\u0902 \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u093e \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u0935\u092b\u093e\u0926\u093e\u0930\u0940 \u092c\u0928\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0964 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0924\u093e\u0913\u0902 \u0915\u094b \u0938\u092d\u0940 \u091a\u0948\u0928\u0932\u094b\u0902 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0905\u092a\u0928\u0940 \u092a\u0947\u0936\u0915\u0936\u094b\u0902 \u0915\u094b \u0938\u0902\u0930\u0947\u0916\u093f\u0924 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f \u0924\u093e\u0915\u093f \u090f\u0915 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u0914\u0930 \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0905\u0928\u0941\u092d\u0935 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0947\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Research consistently shows that around 70\u201380% of clients consider experience as important as the financial products themselves. Leading financial institutions that excel in client experience see 20\u201330% revenue uplifts among their most engaged clients. Conversely, 62% of consumers will switch providers following a negative experience a statistic that costs the financial services industry billions annually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u094b\u091a\u093f\u090f \u0915\u093f \u091c\u092c \u0905\u0928\u0941\u092d\u0935 \u0917\u0932\u0924 \u0939\u094b \u091c\u093e\u0924\u0947 \u0939\u0948\u0902 \u0924\u094b \u0915\u094d\u092f\u093e \u0939\u094b\u0924\u093e \u0939\u0948: \u0932\u0902\u092c\u0940 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0901 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u092c\u0948\u0902\u0915 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u0947 \u0938\u0947 \u092a\u0939\u0932\u0947 \u0939\u0940 \u0928\u093f\u0930\u093e\u0936 \u0915\u0930 \u0926\u0947\u0924\u0940 \u0939\u0948\u0902, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0938\u0902\u092c\u0902\u0927\u0940 \u092a\u0942\u091b\u0924\u093e\u091b\u094b\u0902 \u092a\u0930 \u0927\u0940\u092e\u0940 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0901 \u0906\u0924\u094d\u092e\u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u0915\u094b \u0915\u092e \u0915\u0930 \u0926\u0947\u0924\u0940 \u0939\u0948\u0902, \u0914\u0930 \u092c\u093e\u091c\u093e\u0930 \u0915\u0940 \u0905\u0938\u094d\u0925\u093f\u0930\u0924\u093e \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 \u0905\u0938\u0902\u0917\u0924 \u0938\u0947\u0935\u093e \u091a\u093f\u0902\u0924\u093e \u092a\u0948\u0926\u093e \u0915\u0930\u0924\u0940 \u0939\u0948 \u091c\u094b \u0916\u093e\u0924\u093e \u092c\u0902\u0926 \u0915\u0930\u0928\u0947 \u0915\u093e \u0915\u093e\u0930\u0923 \u092c\u0928\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At InvestGlass, we believe client experience in finance must be designed together with compliance, data protection, and risk management not bolted on afterward. This integrated approach ensures that every improvement serves both the client and the institution\u2019s regulatory obligations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-the-modern-financial-client-journey\">\u0906\u0927\u0941\u0928\u093f\u0915 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0917\u094d\u0930\u093e\u0939\u0915 \u092f\u093e\u0924\u094d\u0930\u093e \u0915\u094b \u0938\u092e\u091d\u0928\u093e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Today\u2019s customer journey in finance is non linear. It typically starts digitally on a search engine, social media, or comparison site then mixes mobile apps, web portals, and human interactions over years or even decades.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092e\u0941\u0916 \u0916\u0902\u0921\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092f\u093e\u0924\u094d\u0930\u093e\u0913\u0902 \u0915\u093e \u092e\u093e\u0928\u091a\u093f\u0924\u094d\u0930\u0923 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u0902\u0921<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u092f\u093e\u0924\u094d\u0930\u093e \u0915\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0901<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u092e\u0941\u0916\u094d\u092f \u0938\u0902\u092a\u0930\u094d\u0915 \u092c\u093f\u0902\u0926\u0941<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u090f\u091a\u090f\u0928\u0921\u092c\u094d\u0932\u094d\u092f\u0942 \u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0915\u094d\u0932\u093e\u0907\u0902\u091f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0902\u092a\u0930\u094d\u0915, \u0938\u0902\u092c\u0902\u0927-\u0906\u0927\u093e\u0930\u093f\u0924, \u091c\u091f\u093f\u0932 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u090f\u0901<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092c\u0948\u0920\u0915\u0947\u0902, \u0935\u093f\u0936\u0947\u0937 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0930\u092e, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0901<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0932\u0918\u0941 \u090f\u0935\u0902 \u092e\u0927\u094d\u092f\u092e \u0909\u0926\u094d\u092f\u092e (\u090f\u0938\u090f\u092e\u0908) \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u093e \u092e\u093e\u0932\u093f\u0915<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u092e\u092f \u0915\u0940 \u0915\u092e\u0940, \u0928\u0915\u0926\u0940 \u092a\u094d\u0930\u0935\u093e\u0939 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928, \u092c\u0939\u0941-\u0909\u0924\u094d\u092a\u093e\u0926 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u090f\u0901<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0921\u093f\u091c\u093f\u091f\u0932 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e, \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092a\u094b\u0930\u094d\u091f\u0932, \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0916\u0941\u0926\u0930\u093e \u0928\u093f\u0935\u0947\u0936\u0915<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u094d\u0935-\u0928\u093f\u0930\u094d\u0926\u0947\u0936\u093f\u0924, \u092e\u094b\u092c\u093e\u0907\u0932-\u092a\u094d\u0930\u0925\u092e, \u092e\u0942\u0932\u094d\u092f-\u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092e\u094b\u092c\u093e\u0907\u0932 \u0910\u092a\u094d\u0938, \u0930\u094b\u092c\u094b \u0938\u0932\u093e\u0939\u0915\u093e\u0930, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0939\u093e\u092f\u0924\u093e \u091a\u0948\u091f<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u0906\u092e \u091a\u0930\u0923\u094b\u0902 \u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u091c\u093e\u0917\u0930\u0942\u0915\u0924\u093e \u0914\u0930 \u0905\u0928\u0941\u0938\u0902\u0927\u093e\u0928<\/strong>\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u094d\u092a\u0937\u094d\u091f \u0909\u0924\u094d\u092a\u093e\u0926 \u0935\u094d\u092f\u093e\u0916\u094d\u092f\u093e\u0913\u0902 \u0914\u0930 \u0924\u0941\u0932\u0928\u093e \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0911\u0928\u0932\u093e\u0907\u0928 \u0935\u093f\u0915\u0932\u094d\u092a\u094b\u0902 \u0915\u093e \u0905\u0928\u094d\u0935\u0947\u0937\u0923 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964<\/li>\n\n\n\n<li><strong>\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0914\u0930 \u0915\u0947\u0935\u093e\u0908\u0938\u0940<\/strong>: \u0935\u0939 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092a\u0939\u0932\u0940 \u092c\u093e\u0924\u091a\u0940\u0924 \u091c\u094b \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u090f\u0901 \u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948<\/li>\n\n\n\n<li><strong>\u0935\u093f\u0924\u094d\u0924 \u092a\u094b\u0937\u0923 \u0914\u0930 \u092a\u0939\u0932\u093e \u0932\u0947\u0928-\u0926\u0947\u0928<\/strong>\u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927\u0924\u093e \u0915\u093e \u0935\u0939 \u0915\u094d\u0937\u0923 \u091c\u094b \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f<\/li>\n\n\n\n<li><strong>\u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u0932\u093e\u0939 \u0914\u0930 \u0938\u0947\u0935\u093e<\/strong>: \u0928\u093f\u092f\u092e\u093f\u0924 \u092c\u093e\u0924\u091a\u0940\u0924 \u091c\u094b \u0935\u092b\u093e\u0926\u093e\u0930\u0940 \u0915\u094b \u092c\u0922\u093c\u093e\u0924\u0940 \u092f\u093e \u0918\u091f\u093e\u0924\u0940 \u0939\u0948<\/li>\n\n\n\n<li><strong>\u091c\u0940\u0935\u0928 \u0915\u0940 \u0918\u091f\u0928\u093e\u0913\u0902 \u092e\u0947\u0902 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928<\/strong>: Retirement planning, business exits, inheritance moments where human touch matters most<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u091a\u0930\u0923 \u092e\u0947\u0902 \u0905\u0928\u0941\u092a\u093e\u0932\u0928-\u092a\u094d\u0930\u0927\u093e\u0928 \u0915\u0926\u092e \u0936\u093e\u092e\u093f\u0932 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0928\u094d\u0939\u0947\u0902 \u0905\u0927\u093f\u0915\u093e\u0902\u0936 \u0917\u094d\u0930\u093e\u0939\u0915 \u0928\u093f\u0930\u093e\u0936\u093e\u091c\u0928\u0915 \u092a\u093e\u0924\u0947 \u0939\u0948\u0902\u0964 \u091a\u0941\u0928\u094c\u0924\u0940 \u092f\u0939 \u0939\u0948 \u0915\u093f \u0915\u0947\u0935\u093e\u0908\u0938\u0940, \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u0914\u0930 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932\u093f\u0902\u0917 \u0915\u094b \u0928\u094c\u0915\u0930\u0936\u093e\u0939\u0940 \u092c\u093e\u0927\u093e\u0913\u0902 \u0915\u0947 \u092c\u091c\u093e\u092f \u0938\u0939\u093e\u092f\u0915 \u092e\u093e\u0930\u094d\u0917\u0926\u0930\u094d\u0936\u0928 \u091c\u0948\u0938\u093e \u092e\u0939\u0938\u0942\u0938 \u0915\u0930\u093e\u092f\u093e \u091c\u093e\u090f\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u0906\u0930\u090f\u092e \u0914\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0921\u0947\u091f\u093e \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0915\u0947 \u0930\u0941\u0915\u093e\u0935\u091f \u092c\u093f\u0902\u0926\u0941\u0913\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0947\u0902: \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u0947 \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 \u0921\u094d\u0930\u0949\u092a-\u0911\u092b \u0926\u0930\u0947\u0902, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0938\u0902\u092c\u0902\u0927\u0940 \u092a\u0942\u091b\u0924\u093e\u091b\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u0938\u092e\u092f, \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u0932 \u092e\u0947\u0902 \u0932\u0949\u0917\u093f\u0928 \u0915\u0940 \u0906\u0935\u0943\u0924\u094d\u0924\u093f\u2014\u092f\u0947 \u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u092e\u0947\u0902 \u0915\u0939\u093e\u0901 \u0915\u092e\u0940 \u0906 \u0930\u0939\u0940 \u0939\u0948, \u0907\u0938\u0915\u0940 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mapping-the-client-journey-in-practice\">\u0935\u094d\u092f\u0935\u0939\u093e\u0930 \u092e\u0947\u0902 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092f\u093e\u0924\u094d\u0930\u093e \u0915\u093e \u092e\u093e\u0928\u091a\u093f\u0924\u094d\u0930\u0923<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u092e\u0947\u0902 \u091c\u0930\u094d\u0928\u0940 \u092e\u0948\u092a\u093f\u0902\u0917 \u0915\u093e \u0905\u0930\u094d\u0925 \u0939\u0948 \u201c\u0935\u093f\u0926\u0947\u0936 \u0938\u0947 \u0928\u093f\u0935\u0947\u0936 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0947\u0902\u201d \u092f\u093e \u201c\u0932\u0949\u092e\u094d\u092c\u093e\u0930\u094d\u0921 \u090b\u0923 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0947\u0926\u0928 \u0915\u0930\u0947\u0902\u201d \u091c\u0948\u0938\u0947 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u092e\u093e\u0930\u094d\u0917\u094b\u0902 \u0915\u094b \u091a\u0930\u0923-\u0926\u0930-\u091a\u0930\u0923 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u093f\u0924 \u0915\u0930\u0928\u093e \u0914\u0930 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0938\u0924\u094d\u092f \u0915\u0947 \u0915\u094d\u0937\u0923 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u093e\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u092c \u0905\u0927\u093f\u0915\u093e\u0902\u0936 \u092f\u093e\u0924\u094d\u0930\u093e\u090f\u0901 \u0938\u0930\u094d\u091a \u0907\u0902\u091c\u0928, \u0938\u094b\u0936\u0932 \u092e\u0940\u0921\u093f\u092f\u093e \u092f\u093e \u0924\u0941\u0932\u0928\u093e \u0938\u093e\u0907\u091f\u094b\u0902 \u092a\u0930 \u0936\u0941\u0930\u0942 \u0939\u094b\u0924\u0940 \u0939\u0948\u0902\u0964 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u092a\u0947\u0915\u094d\u0937\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u092c\u093f\u0928\u093e \u0924\u0915\u0928\u0940\u0915\u0940 \u0936\u092c\u094d\u0926\u093e\u0935\u0932\u0940 \u0915\u0947 \u0938\u094d\u092a\u0937\u094d\u091f \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928\u0915\u093e\u0930\u0940 \u0909\u0924\u094d\u092a\u093e\u0926 \u0935\u094d\u092f\u093e\u0916\u094d\u092f\u093e\u090f\u0902<\/li>\n\n\n\n<li>\u0930\u093f\u091f\u0930\u094d\u0928, \u0936\u0941\u0932\u094d\u0915, \u092f\u093e \u090b\u0923 \u092a\u0941\u0928\u0930\u094d\u092d\u0941\u0917\u0924\u093e\u0928 \u0915\u0947 \u0932\u093f\u090f \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u091f\u093f\u0935 \u0915\u0948\u0932\u0915\u0941\u0932\u0947\u091f\u0930<\/li>\n\n\n\n<li>\u092a\u094d\u0930\u0936\u094d\u0928 \u0909\u0920\u0928\u0947 \u092a\u0930 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0924\u0915 \u0906\u0938\u093e\u0928 \u092a\u0939\u0941\u0901\u091a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0915\u093e\u0917\u091c\u0940 \u092b\u0949\u0930\u094d\u092e \u0914\u0930 \u0936\u093e\u0916\u093e \u0926\u094c\u0930\u0947 \u0938\u0947 \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0921\u093f\u091c\u093f\u091f\u0932 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u092e\u0947\u0902 \u092c\u0926\u0932 \u0917\u0908 \u0939\u0948, \u091c\u093f\u0938\u092e\u0947\u0902 \u0908-\u0939\u0938\u094d\u0924\u093e\u0915\u094d\u0937\u0930, \u0935\u0940\u0921\u093f\u092f\u094b \u092a\u0939\u091a\u093e\u0928 \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u091c\u093e\u0902\u091a \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u0907\u0938\u0938\u0947 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u0947 \u092e\u0947\u0902 \u0932\u0917\u0928\u0947 \u0935\u093e\u0932\u093e \u0938\u092e\u092f \u0926\u093f\u0928\u094b\u0902 \u0938\u0947 \u092e\u093f\u0928\u091f\u094b\u0902 \u092e\u0947\u0902 \u0918\u091f \u091c\u093e\u0924\u093e \u0939\u0948 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0926\u0948\u0928\u093f\u0915 \u0914\u0930 \u0938\u093e\u092a\u094d\u0924\u093e\u0939\u093f\u0915 \u0938\u0939\u092d\u093e\u0917\u093f\u0924\u093e \u092e\u094b\u092c\u093e\u0907\u0932 \u0910\u092a\u094d\u0938 \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u0932\u094b\u0902 \u0926\u094d\u0935\u093e\u0930\u093e \u0926\u093f\u0916\u093e\u090f \u091c\u093e\u0928\u0947 \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930 \u0915\u0930\u0924\u0940 \u0939\u0948:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092e\u0942\u0932\u094d\u092f \u0914\u0930 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928<\/li>\n\n\n\n<li>\u0927\u093e\u0930\u0923\u093e\u0913\u0902 \u0914\u0930 \u0932\u0915\u094d\u0937\u094d\u092f\u094b\u0902 \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f<\/li>\n\n\n\n<li><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%aa%e0%a5%8b%e0%a4%b0%e0%a5%8d%e0%a4%9f%e0%a4%ab%e0%a5%8b%e0%a4%b2%e0%a4%bf%e0%a4%af%e0%a5%8b-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%bf%e0%a4%a4-%e0%a4%95%e0%a4%b0%e0%a5%87\/\" target=\"_blank\" rel=\"noopener\" title=\"\u0908\u090f\u0938\u091c\u0940\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5856\">\u0908\u090f\u0938\u091c\u0940<\/a> \u0938\u0924\u0924\u0924\u093e-\u0938\u091a\u0947\u0924 \u0928\u093f\u0935\u0947\u0936\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u094d\u0915\u094b\u0930<\/li>\n\n\n\n<li>\u092a\u0941\u0928\u0930\u094d\u0938\u0902\u0924\u0941\u0932\u0928 \u0915\u0947 \u0905\u0935\u0938\u0930\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0915\u094d\u0930\u093f\u092f \u0905\u0932\u0930\u094d\u091f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u090f\u0901 \u092d\u0940 \u0935\u093f\u0915\u0938\u093f\u0924 \u0939\u094b \u0917\u0908 \u0939\u0948\u0902\u0964 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0930\u0932 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f 24\/7 \u0938\u094d\u0935-\u0938\u0947\u0935\u093e \u091a\u093e\u0939\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u091c\u091f\u093f\u0932 \u0928\u093f\u0930\u094d\u0923\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0938\u0902\u0926\u0947\u0936, \u0935\u0940\u0921\u093f\u092f\u094b \u0915\u0949\u0932 \u092f\u093e \u092b\u094b\u0928 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0924\u0915 \u0924\u094d\u0935\u0930\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u092a\u0939\u0941\u0901\u091a \u091a\u093e\u0939\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0909\u0926\u093e\u0939\u0930\u0923<\/strong>: A Swiss private bank using InvestGlass journeys guides prospects from website form to funded portfolio without emailing PDFs. The client completes digital forms, uploads documents securely, receives automated status updates, and schedules a video call with their assigned advisor all within a single platform.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-removing-friction-without-losing-control\">\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0914\u0930 \u0915\u0947\u0935\u093e\u0908\u0938\u0940: \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0916\u094b\u090f \u092c\u093f\u0928\u093e \u092c\u093e\u0927\u093e\u0913\u0902 \u0915\u094b \u0926\u0942\u0930 \u0915\u0930\u0928\u093e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Onboarding and KYC are often the first and most painful touchpoints in financial services, especially in cross border and private wealth contexts. A prospective client\u2019s overall perception of your institution often forms before they\u2019ve made their first investment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u092e\u0948\u0928\u0941\u0905\u0932, \u0936\u093e\u0916\u093e-\u0906\u0927\u093e\u0930\u093f\u0924 \u0924\u0930\u0940\u0915\u094b\u0902 \u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u092e\u0947\u0902 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0938\u092e\u092f \u0915\u094b 50\u201380% \u0924\u0915 \u0915\u092e \u0915\u0930 \u0938\u0915\u0924\u0940 \u0939\u0948\u0964 \u092e\u0941\u0916\u094d\u092f \u092c\u093e\u0924 \u092f\u0939 \u0939\u0948 \u0915\u093f \u0910\u0938\u0947 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u090f \u091c\u093e\u090f\u0901 \u091c\u094b \u0938\u0930\u0932 \u0932\u0917\u0947\u0902 \u0914\u0930 \u0938\u093e\u0925 \u0939\u0940 \u0915\u0921\u093c\u0947 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u092e\u093e\u0928\u0926\u0902\u0921\u094b\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0947\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0915\u0947 \u0932\u093f\u090f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0905\u092d\u094d\u092f\u093e\u0938:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0938\u093e\u0930\u094d\u0935\u091c\u0928\u093f\u0915 \u0930\u0942\u092a \u0938\u0947 \u0909\u092a\u0932\u092c\u094d\u0927 \u0921\u0947\u091f\u093e \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0915\u0947 \u092a\u0942\u0930\u094d\u0935-\u092d\u0930\u0947 \u0939\u0941\u090f \u092b\u0949\u0930\u094d\u092e<\/li>\n\n\n\n<li>\u092a\u094d\u0930\u0917\u0924\u093f\u0936\u0940\u0932 \u0921\u0947\u091f\u093e \u0915\u0948\u092a\u094d\u091a\u0930 \u091c\u094b \u0915\u0947\u0935\u0932 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u092a\u0921\u093c\u0928\u0947 \u092a\u0930 \u0939\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092e\u093e\u0902\u0917\u0924\u093e \u0939\u0948\u0964<\/li>\n\n\n\n<li>\u0938\u094d\u092a\u0937\u094d\u091f \u0905\u092a\u0932\u094b\u0921 \u0928\u093f\u0930\u094d\u0926\u0947\u0936\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0938\u0902\u0917\u094d\u0930\u0939\u0923<\/li>\n\n\n\n<li>\u092a\u0942\u0930\u094d\u0923\u0924\u093e \u0915\u0940 \u0938\u094d\u0925\u093f\u0924\u093f \u0926\u093f\u0916\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u0926\u0943\u0936\u094d\u092f \u092a\u094d\u0930\u0917\u0924\u093f \u0938\u0902\u0915\u0947\u0924\u0915<\/li>\n\n\n\n<li>\u0924\u0924\u094d\u0915\u093e\u0932 \u092a\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u0905\u0917\u0932\u0947 \u0915\u0926\u092e \u0915\u0947 \u0932\u093f\u090f \u092e\u093e\u0930\u094d\u0917\u0926\u0930\u094d\u0936\u0928<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u094d\u0935\u093f\u091f\u094d\u091c\u093c\u0930\u0932\u0948\u0902\u0921, \u092f\u0942\u0930\u094b\u092a\u0940\u092f \u0938\u0902\u0918 \u0914\u0930 \u0905\u0928\u094d\u092f \u0905\u0927\u093f\u0915\u093e\u0930\u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u092e\u0947\u0902 \u0928\u093f\u092f\u093e\u092e\u0915 \u0921\u093f\u091c\u093f\u091f\u0932 \u092a\u0939\u091a\u093e\u0928 \u0915\u094b \u0924\u0947\u091c\u0940 \u0938\u0947 \u0938\u094d\u0935\u0940\u0915\u093e\u0930 \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902, \u092c\u0936\u0930\u094d\u0924\u0947 \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932\u094d\u0938 \u092e\u091c\u092c\u0942\u0924 \u0939\u094b\u0902\u0964 \u092f\u0939 \u0928\u093f\u092f\u093e\u092e\u0915 \u092c\u0926\u0932\u093e\u0935 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u0915\u094b \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0947 \u0938\u092e\u091d\u094c\u0924\u093e \u0915\u093f\u090f \u092c\u093f\u0928\u093e \u0906\u0927\u0941\u0928\u093f\u0915 \u0905\u0928\u0941\u092d\u0935 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u093c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0939\u094b\u0938\u094d\u091f \u0915\u093f\u090f \u0917\u090f \u0915\u0949\u0928\u094d\u092b\u093c\u093f\u0917\u0930 \u0915\u0930\u0928\u0947 \u092f\u094b\u0917\u094d\u092f \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0914\u0930 KYC \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b FINMA, GDPR \u0914\u0930 \u0938\u094d\u0925\u093e\u0928\u0940\u092f \u0921\u0947\u091f\u093e \u0930\u0947\u091c\u093f\u0921\u0947\u0902\u0938\u0940 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0906\u0927\u0941\u0928\u093f\u0915 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0926\u094d\u0935\u093e\u0930\u093e \u092e\u093e\u0902\u0917\u0940 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0940 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u0905\u0928\u0941\u092d\u0935 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-balancing-compliance-security-and-convenience\">\u0905\u0928\u0941\u092a\u093e\u0932\u0928, \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0938\u0941\u0935\u093f\u0927\u093e \u092e\u0947\u0902 \u0938\u0902\u0924\u0941\u0932\u0928<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A fundamental tension exists between strict regulations AMLD in the EU, Swiss AMLA, MiFID II suitability requirements and client demand for \u201cone click\u201d experiences. Managing expectations while maintaining compliance requires thoughtful design.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0910\u0938\u0940 KYC \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0901 \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u0930\u0947\u0902 \u091c\u094b \u092a\u0942\u091b\u0924\u093e\u091b \u0915\u0947 \u092b\u0949\u0930\u094d\u092e \u0915\u0940 \u0924\u0930\u0939 \u0928 \u0932\u0917\u0915\u0930 \u092e\u093e\u0930\u094d\u0917\u0926\u0930\u094d\u0936\u093f\u0924 \u0905\u0928\u0941\u092d\u0935 \u091c\u0948\u0938\u0940 \u092e\u0939\u0938\u0942\u0938 \u0939\u094b\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u092a\u0942\u0930\u0947 \u0938\u092e\u092f \u0938\u094d\u092a\u0937\u094d\u091f, \u0917\u0948\u0930-\u0924\u0915\u0928\u0940\u0915\u0940 \u092d\u093e\u0937\u093e \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0947\u0902\u0964<\/li>\n\n\n\n<li>\u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0921\u0947\u091f\u093e \u0906\u0907\u091f\u092e \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u094d\u092f\u094b\u0902 \u0939\u0948, \u0907\u0938\u0915\u093e \u0938\u092e\u092f \u092a\u0930 \u0938\u094d\u092a\u0937\u094d\u091f\u0940\u0915\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0947\u0902\u0964<\/li>\n\n\n\n<li>\u0938\u092e\u0942\u0939 \u0938\u0947 \u0938\u0902\u092c\u0902\u0927\u093f\u0924 \u092a\u094d\u0930\u0936\u094d\u0928\u094b\u0902 \u0915\u094b \u0924\u093e\u0930\u094d\u0915\u093f\u0915 \u0930\u0942\u092a \u0938\u0947 \u092a\u0942\u091b\u0947\u0902<\/li>\n\n\n\n<li>\u091c\u091f\u093f\u0932 \u0905\u0928\u0941\u092a\u094d\u0930\u092f\u094b\u0917\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0939\u0947\u091c\u0947\u0902 \u0914\u0930 \u092b\u093f\u0930 \u0938\u0947 \u0936\u0941\u0930\u0942 \u0915\u0930\u0947\u0902 \u0938\u0941\u0935\u093f\u0927\u093e \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0902\u0964<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u0930\u093f\u0937\u094d\u0915\u0943\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u092c\u0928\u093e\u0928\u0947 \u092e\u0947\u0902 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u090f\u0915 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0915\u093e\u0930\u0915 \u0939\u0948\u0964   \u0906\u0935\u0936\u094d\u092f\u0915 \u0924\u0924\u094d\u0935\u094b\u0902 \u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0938\u092d\u0940 \u0921\u0947\u091f\u093e \u0938\u0902\u091a\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f \u090f\u0902\u0921-\u091f\u0942-\u090f\u0902\u0921 \u090f\u0928\u094d\u0915\u094d\u0930\u093f\u092a\u094d\u0936\u0928<\/li>\n\n\n\n<li>\u092e\u091c\u092c\u0942\u0924 \u092a\u094d\u0930\u092e\u093e\u0923\u0940\u0915\u0930\u0923 (MFA, \u092c\u093e\u092f\u094b\u092e\u0947\u091f\u094d\u0930\u093f\u0915 \u0935\u093f\u0915\u0932\u094d\u092a)<\/li>\n\n\n\n<li>\u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0905\u0927\u093f\u0915\u093e\u0930\u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u092e\u0947\u0902 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0921\u0947\u091f\u093e \u0939\u094b\u0938\u094d\u091f\u093f\u0902\u0917<\/li>\n\n\n\n<li>\u0938\u094d\u092a\u0937\u094d\u091f \u0917\u094b\u092a\u0928\u0940\u092f\u0924\u093e \u0928\u0940\u0924\u093f\u092f\u093e\u0901 \u0914\u0930 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0915\u0947\u0902\u0926\u094d\u0930<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0914\u0930 \u0928\u093f\u092f\u092e \u0907\u0902\u091c\u0928 \u092e\u0948\u0928\u0941\u0905\u0932 \u0930\u0940-\u0915\u0940\u0907\u0902\u0917 \u0915\u094b \u0915\u092e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \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 \u0917\u094d\u0930\u093e\u0939\u0915 \u0909\u0924\u094d\u092a\u093e\u0926 \u092a\u094d\u0930\u0915\u093e\u0930, \u0928\u093f\u0935\u093e\u0938 \u0938\u094d\u0925\u093e\u0928 \u0914\u0930 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0938\u0939\u0940 \u0928\u093f\u092f\u093e\u092e\u0915 \u092e\u093e\u0930\u094d\u0917 \u0915\u093e \u092a\u093e\u0932\u0928 \u0915\u0930\u0947\u0964 \u0907\u0938\u0915\u093e \u092e\u0924\u0932\u092c \u0939\u0948 \u0915\u093f 2025 \u092e\u0947\u0902 \u090f\u0915 \u0938\u0940\u092e\u093e-\u092a\u093e\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u0909\u0928\u0915\u0940 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0938\u094d\u0925\u093f\u0924\u093f \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u091c\u093e\u0902\u091a\u094b\u0902 \u0914\u0930 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u0915\u091f\u0940\u0915\u0930\u0923\u094b\u0902 \u0938\u0947 \u0917\u0941\u091c\u093c\u093e\u0930\u093e\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16.png\" alt=\"\u0935\u093f\u0924\u094d\u0924 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u0915\u0948\u0938\u0947 \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u092f\u093e \u091c\u093e\u090f\" class=\"wp-image-48993\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-personalisation-segmentation-and-portfolio-management\">\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\u0915\u0930\u0923, \u0935\u093f\u092d\u093e\u091c\u0928, \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2023 \u0938\u0947 \u0906\u0917\u0947, \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u093f\u0924\u094d\u0924 \u092e\u0947\u0902 \u0928\u0947\u091f\u092b\u094d\u0932\u093f\u0915\u094d\u0938 \u0938\u094d\u0924\u0930 \u0915\u0940 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902: \u0909\u0928\u0915\u0947 \u0905\u0928\u0942\u0920\u0947 \u0939\u093e\u0932\u093e\u0924 \u0915\u094b \u0926\u0930\u094d\u0936\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b, \u092a\u094d\u0930\u093e\u0938\u0902\u0917\u093f\u0915 \u0938\u093e\u092e\u0917\u094d\u0930\u0940, \u0914\u0930 \u0938\u0915\u094d\u0930\u093f\u092f \u0938\u0932\u093e\u0939\u0964 \u092f\u0939 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u091c\u0930\u0942\u0930\u0924\u094b\u0902 \u092e\u0947\u0902 \u090f\u0915 \u092e\u094c\u0932\u093f\u0915 \u092c\u0926\u0932\u093e\u0935 \u0915\u094b \u0926\u0930\u094d\u0936\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924 \u092e\u0947\u0902 \u0935\u0948\u092f\u0915\u094d\u0924\u093f\u0915\u0930\u0923 \u0920\u094b\u0938 \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932\u093f\u0902\u0917 \u092a\u0930 \u0906\u0927\u093e\u0930\u093f\u0924 \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0928\u093f\u0935\u0947\u0936 \u0915\u0947 \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f (\u0935\u093f\u0915\u093e\u0938, \u0906\u092f, \u092a\u0942\u0902\u091c\u0940 \u0938\u0902\u0930\u0915\u094d\u0937\u0923)<\/li>\n\n\n\n<li>\u091c\u094b\u0916\u093f\u092e \u0938\u0939\u0928\u0936\u0940\u0932\u0924\u093e (\u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u092a\u094d\u0930\u0936\u094d\u0928\u093e\u0935\u0932\u0940 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0938\u0924\u094d\u092f\u093e\u092a\u093f\u0924)<\/li>\n\n\n\n<li>\u0908\u090f\u0938\u091c\u0940 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e\u090f\u0901 \u0914\u0930 \u092e\u0942\u0932\u094d\u092f<\/li>\n\n\n\n<li>\u0938\u092e\u092f-\u0938\u0940\u092e\u093e \u0914\u0930 \u0924\u0930\u0932\u0924\u093e \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u090f\u0901<\/li>\n\n\n\n<li>\u091c\u0940\u0935\u0928 \u0915\u0940 \u0918\u091f\u0928\u093e\u090f\u0901 \u0914\u0930 \u092f\u094b\u091c\u0928\u093e \u0915\u0947 \u092e\u0940\u0932 \u0915\u0947 \u092a\u0924\u094d\u0925\u0930<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u092d\u093e\u091c\u0928 \u0930\u0923\u0928\u0940\u0924\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u092a\u0930 \u0935\u093f\u091a\u093e\u0930 \u0915\u093f\u092f\u093e \u091c\u093e\u0928\u093e \u091a\u093e\u0939\u093f\u090f:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u0935\u093f\u092d\u093e\u091c\u0928 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0909\u092a\u092f\u094b\u0917 \u0915\u0947 \u092e\u093e\u092e\u0932\u0947<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0932\u093e\u092d<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u090f\u092f\u0942\u090f\u092e \u0938\u094d\u0924\u0930<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0947\u0935\u093e \u0938\u094d\u0924\u0930, \u0936\u0941\u0932\u094d\u0915 \u0938\u0902\u0930\u091a\u0928\u093e\u090f\u0901, \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0906\u0935\u0902\u091f\u0928<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0915\u0941\u0936\u0932 \u0938\u0902\u0938\u093e\u0927\u0928 \u0924\u0948\u0928\u093e\u0924\u0940<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u094d\u092f\u0935\u0939\u093e\u0930\u093f\u0915 \u092a\u0948\u091f\u0930\u094d\u0928<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u094d\u092f\u093e\u092a\u093e\u0930 \u0906\u0935\u0943\u0924\u094d\u0924\u093f, \u092a\u094b\u0930\u094d\u091f\u0932 \u0938\u0939\u092d\u093e\u0917\u093f\u0924\u093e, \u0938\u093e\u092e\u0917\u094d\u0930\u0940 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e\u090f\u0901<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092a\u094d\u0930\u093e\u0938\u0902\u0917\u093f\u0915 \u0938\u0902\u091a\u093e\u0930<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u091c\u0940\u0935\u0928 \u0915\u093e \u092a\u0921\u093c\u093e\u0935<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092f\u0941\u0935\u093e \u092a\u0947\u0936\u0947\u0935\u0930, \u0938\u0947\u0935\u093e\u0928\u093f\u0935\u0943\u0924\u094d\u0924\u093f \u092a\u0942\u0930\u094d\u0935 \u0935\u094d\u092f\u0915\u094d\u0924\u093f, \u0938\u0947\u0935\u093e\u0928\u093f\u0935\u0943\u0924\u094d\u0924 \u0935\u094d\u092f\u0915\u094d\u0924\u093f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u092e\u092f \u092a\u0930 \u0909\u0924\u094d\u092a\u093e\u0926 \u0938\u093f\u092b\u093c\u093e\u0930\u093f\u0936\u0947\u0902<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u092d\u0942\u0917\u094b\u0932<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0928\u093f\u092f\u093e\u092e\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u090f\u0901, \u092d\u093e\u0937\u093e \u0935\u0930\u0940\u092f\u0924\u093e\u090f\u0901, \u0938\u092e\u092f \u0915\u094d\u0937\u0947\u0924\u094d\u0930<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0935\u093e\u0932\u0940, \u0938\u094d\u0925\u093e\u0928\u0940\u092f \u0938\u0947\u0935\u093e<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\u0915\u0930\u0923 \u0938\u0940\u0927\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0947 \u091c\u0941\u0921\u093c\u0924\u093e \u0939\u0948\u0964 \u0917\u0924\u093f\u0936\u0940\u0932 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u0906\u0935\u0902\u091f\u0928, \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u092e\u0949\u0921\u0932 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b, \u0914\u0930 \u091c\u092c \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0932\u0915\u094d\u0937\u094d\u092f \u0938\u0947 \u092d\u091f\u0915\u0924\u0947 \u0939\u0948\u0902 \u0924\u094b \u092e\u093f\u0932\u0928\u0947 \u0935\u093e\u0932\u0947 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0905\u0932\u0930\u094d\u091f \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0938\u092e\u091d\u093e \u0939\u0941\u0906 \u0914\u0930 \u0938\u092e\u0930\u094d\u0925\u093f\u0924 \u092e\u0939\u0938\u0942\u0938 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM \u0921\u0947\u091f\u093e, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0935\u094d\u092f\u0935\u0939\u093e\u0930 \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092e\u0949\u0921\u094d\u092f\u0942\u0932 \u0915\u094b \u0938\u0902\u092f\u094b\u091c\u093f\u0924 \u0915\u0930\u0915\u0947 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u093e \u0935\u094d\u092f\u093e\u092a\u0915 \u0905\u0935\u0932\u094b\u0915\u0928 \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0928\u093f\u0935\u0947\u0936 \u092a\u094d\u0930\u0938\u094d\u0924\u093e\u0935\u094b\u0902 \u0914\u0930 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u092c\u0948\u0920\u0915\u094b\u0902 \u0915\u094b \u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0940 \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u091d \u0915\u094b \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u093f\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-hyper-personalised-communications-and-offers\">\u0905\u0924\u094d\u092f\u0927\u093f\u0915 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0902\u091a\u093e\u0930 \u0914\u0930 \u0911\u092b\u093c\u0930<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\u0915\u0930\u0923 \u0915\u0947\u0935\u0932 \u0908\u092e\u0947\u0932 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u093e \u0928\u093e\u092e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0928\u0947 \u0938\u0947 \u0915\u0939\u0940\u0902 \u0906\u0917\u0947 \u0939\u0948\u0964 \u0938\u091a\u094d\u091a\u0940 \u0905\u0924\u093f-\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\u0924\u093e \u0939\u094b\u0932\u094d\u0921\u093f\u0902\u0917\u094d\u0938, \u0928\u0915\u0926\u0940 \u092a\u094d\u0930\u0935\u093e\u0939, \u0930\u0941\u091a\u093f\u092f\u094b\u0902 \u0914\u0930 \u0935\u094d\u092f\u0935\u0939\u093e\u0930\u094b\u0902 \u0915\u094b \u0926\u0930\u094d\u0936\u093e\u0924\u0940 \u0939\u0948, \u0924\u093e\u0915\u093f \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u091a\u0948\u0928\u0932\u094b\u0902 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u092a\u094d\u0930\u093e\u0938\u0902\u0917\u093f\u0915 \u0938\u0902\u091a\u093e\u0930 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0947\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\u0915\u0930\u0923 \u0915\u0947 \u0915\u0941\u091b \u0909\u0926\u093e\u0939\u0930\u0923:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2024 \u0915\u0940 \u0908\u090f\u0938\u091c\u0940 \u092a\u094d\u0930\u092d\u093e\u0935 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u0947\u0902 \u0915\u0947\u0935\u0932 \u0909\u0928 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u092d\u0947\u091c\u0940 \u091c\u093e \u0930\u0939\u0940 \u0939\u0948\u0902 \u091c\u093f\u0928\u0915\u0947 \u092a\u093e\u0938 \u0938\u0924\u0924 \u091c\u0928\u093e\u0926\u0947\u0936 \u0939\u0948\u0902\u0964<\/li>\n\n\n\n<li>\u0928\u090f \u0911\u092b\u093c\u0930\u093f\u0902\u0917\u094d\u0938 \u092e\u0947\u0902 \u0930\u0941\u091a\u093f \u0935\u094d\u092f\u0915\u094d\u0924 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u0915\u094d\u0930\u093f\u092f \u0935\u094d\u092f\u093e\u092a\u093e\u0930\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u0947\u0937 \u0906\u0908\u092a\u0940\u0913 \u0905\u0932\u0930\u094d\u091f<\/li>\n\n\n\n<li>\u0935\u0930\u094d\u0937 \u0915\u0947 \u0905\u0902\u0924 \u0915\u0947 \u0915\u0930\u0940\u092c \u0909\u091a\u093f\u0924 \u092a\u094b\u091c\u0940\u0936\u0928 \u0935\u093e\u0932\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u091f\u0948\u0915\u094d\u0938 \u0932\u0949\u0938 \u0939\u093e\u0930\u094d\u0935\u0947\u0938\u094d\u091f\u093f\u0902\u0917 \u0915\u0947 \u0938\u0941\u091d\u093e\u0935<\/li>\n\n\n\n<li>\u091c\u092c \u092c\u094d\u092f\u093e\u091c \u0926\u0930\u094b\u0902 \u0915\u093e \u092e\u093e\u0939\u094c\u0932 \u0905\u0928\u0941\u0915\u0942\u0932 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948, \u0924\u094b \u092a\u0941\u0928\u0930\u094d\u0935\u093f\u0924\u094d\u0924\u092a\u094b\u0937\u0923 \u0915\u0947 \u0932\u093f\u090f \u092c\u0902\u0927\u0915 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0905\u0932\u0930\u094d\u091f \u092d\u0947\u091c\u0947 \u091c\u093e\u0924\u0947 \u0939\u0948\u0902\u0964<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u094d\u092f\u0935\u0939\u093e\u0930 \u0938\u0902\u092c\u0902\u0927\u0940 \u0921\u0947\u091f\u093e \u0914\u0930 \u092d\u0940 \u0905\u0927\u093f\u0915 \u092a\u0930\u093f\u0937\u094d\u0915\u0943\u0924 \u0932\u0915\u094d\u0937\u093f\u0924\u0940\u0915\u0930\u0923 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964 \u092a\u094b\u0930\u094d\u091f\u0932 \u0932\u0949\u0917\u093f\u0928 \u0915\u0940 \u0906\u0935\u0943\u0924\u094d\u0924\u093f, \u0926\u0947\u0916\u0940 \u0917\u0908 \u0938\u093e\u092e\u0917\u094d\u0930\u0940, \u091b\u0942\u091f\u0940 \u0939\u0941\u0908 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u092c\u0948\u0920\u0915\u0947\u0902 \u0914\u0930 \u0932\u0947\u0928\u0926\u0947\u0928 \u0915\u0947 \u092a\u0948\u091f\u0930\u094d\u0928 \u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0940 \u092e\u0902\u0936\u093e \u0914\u0930 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u093e \u0938\u0902\u0915\u0947\u0924 \u0926\u0947\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\u0915\u0930\u0923 \u0915\u094b \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0939\u0940 \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u0905\u0928\u0941\u0936\u0902\u0938\u093f\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0909\u0924\u094d\u092a\u093e\u0926 \u0939\u092e\u0947\u0936\u093e \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u0914\u0930 \u092a\u094d\u0930\u093e\u0938\u0902\u0917\u093f\u0915\u0924\u093e \u0915\u0947 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0939\u094b\u0928\u0947 \u091a\u093e\u0939\u093f\u090f, \u0938\u093e\u0925 \u0939\u0940 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0938\u093f\u092b\u093e\u0930\u093f\u0936 \u0915\u093f\u090f \u091c\u093e\u0928\u0947 \u0915\u093e \u0915\u093e\u0930\u0923 \u0938\u094d\u092a\u0937\u094d\u091f \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932\u094d\u0938 \u092e\u0947\u0902 \u0926\u0930\u094d\u091c \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u0915\u094d\u0930\u0949\u0938-\u0938\u0947\u0932\u093f\u0902\u0917 \u0915\u0947 \u0905\u0935\u0938\u0930 \u092a\u094d\u0930\u093e\u0915\u0943\u0924\u093f\u0915 \u0930\u0942\u092a \u0938\u0947 \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0938\u0947 \u0909\u0924\u094d\u092a\u0928\u094d\u0928 \u0939\u094b\u0928\u0947 \u091a\u093e\u0939\u093f\u090f, \u0906\u0915\u094d\u0930\u093e\u092e\u0915 \u092c\u093f\u0915\u094d\u0930\u0940 \u0930\u0923\u0928\u0940\u0924\u093f\u092f\u094b\u0902 \u0938\u0947 \u0928\u0939\u0940\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 <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=\"5857\">\u0935\u093f\u092a\u0923\u0928<\/a> automation orchestrates segmented marketing campaigns while keeping all customer data inside Swiss hosted infrastructure critical for privacy conscious institutions helping clients protect their wealth.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-omnichannel-engagement-blending-digital-and-human-advice\">\u0913\u092e\u0928\u0940\u091a\u0948\u0928\u0932 \u0938\u0902\u0932\u0917\u094d\u0928\u0924\u093e: \u0921\u093f\u091c\u093f\u091f\u0932 \u0914\u0930 \u092e\u093e\u0928\u0935\u0940\u092f \u0938\u0932\u093e\u0939 \u0915\u093e \u092e\u093f\u0936\u094d\u0930\u0923<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u092e\u0947\u0902 \u092d\u0940, \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u091f\u093f\u0932 \u0928\u093f\u0930\u094d\u0923\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092e\u093e\u0928\u0935\u0940\u092f \u0938\u0902\u092a\u0930\u094d\u0915 \u0915\u0940 \u0924\u0932\u093e\u0936 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902: \u0938\u0947\u0935\u093e\u0928\u093f\u0935\u0943\u0924\u094d\u0924\u093f \u092f\u094b\u091c\u0928\u093e, \u0909\u0924\u094d\u0924\u0930\u093e\u0927\u093f\u0915\u093e\u0930 \u0938\u0902\u0930\u091a\u0928\u093e, \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0909\u0924\u094d\u0924\u0930\u093e\u0927\u093f\u0915\u093e\u0930, \u092f\u093e \u092c\u093e\u091c\u093e\u0930 \u0915\u0940 \u0905\u0938\u094d\u0925\u093f\u0930\u0924\u093e \u0938\u0947 \u0928\u093f\u092a\u091f\u0928\u093e\u0964 \u0938\u093e\u0925 \u0939\u0940, \u0935\u0947 \u0936\u0947\u0937 \u0930\u093e\u0936\u093f \u0915\u0940 \u091c\u093e\u0901\u091a \u092f\u093e \u0938\u0902\u092a\u0930\u094d\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0905\u092a\u0921\u0947\u091f \u0915\u0930\u0928\u0947 \u091c\u0948\u0938\u0947 \u0930\u094b\u091c\u093c\u092e\u0930\u094d\u0930\u093e \u0915\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093f\u091f\u0932 \u0938\u0941\u0935\u093f\u0927\u093e \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0926\u0947\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Omnichannel means consistent experiences across mobile apps, web portals, email, branches, contact center interactions, and relationship managers with no repeated data or broken handoffs. Customers feel frustrated when they must re explain information to separate departments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0938\u094d\u092a\u0937\u094d\u091f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u091a\u0948\u0928\u0932 \u091a\u092f\u0928 \u0938\u0915\u094d\u0937\u092e \u0915\u0930\u0947\u0902:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u0915\u093e\u0930\u094d\u092f \u0915\u093e \u092a\u094d\u0930\u0915\u093e\u0930<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u092a\u0938\u0902\u0926\u0940\u0926\u093e \u091a\u0948\u0928\u0932<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0909\u0924\u094d\u0915\u094d\u0930\u092e\u0923 \u092a\u0925<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u092c\u0948\u0932\u0947\u0902\u0938 \u091a\u0947\u0915, \u0935\u093f\u0935\u0930\u0923<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092e\u094b\u092c\u093e\u0907\u0932 \u0910\u092a, \u092a\u094b\u0930\u094d\u091f\u0932<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u091a\u0948\u091f\u092c\u0949\u091f \u2192 \u092b\u093c\u094b\u0928 \u0938\u0939\u093e\u092f\u0924\u093e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u092a\u0924\u093e \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928, \u0938\u0930\u0932 \u0939\u0938\u094d\u0924\u093e\u0902\u0924\u0930\u0923<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u094d\u0935-\u0938\u0947\u0935\u093e \u092a\u094b\u0930\u094d\u091f\u0932<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0938\u0902\u0926\u0947\u0936 \u0938\u0947\u0935\u093e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0928\u093f\u0935\u0947\u0936 \u0938\u0902\u092c\u0902\u0927\u0940 \u092a\u094d\u0930\u0936\u094d\u0928<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0938\u0902\u0926\u0947\u0936, \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u0949\u0932<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u0940\u0921\u093f\u092f\u094b \u092a\u0930\u093e\u092e\u0930\u094d\u0936<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u091c\u091f\u093f\u0932 \u092f\u094b\u091c\u0928\u093e (\u0938\u0947\u0935\u093e\u0928\u093f\u0935\u0943\u0924\u094d\u0924\u093f, \u0938\u0902\u092a\u0924\u094d\u0924\u093f)<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092c\u0948\u0920\u0915 (\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\/\u0935\u0940\u0921\u093f\u092f\u094b)<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u093f\u0936\u0947\u0937\u091c\u094d\u091e \u091f\u0940\u092e \u0930\u0947\u092b\u0930\u0932<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u092f CRM \u092e\u0947\u0902 \u0932\u0949\u0917 \u0915\u093f\u090f \u091c\u093e\u0928\u0947 \u091a\u093e\u0939\u093f\u090f\u0964 \u091c\u092c \u0915\u094b\u0908 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u093f\u0938\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0947 \u092c\u093e\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u0924\u094b \u0909\u0938\u0947 \u092a\u0942\u0930\u0940 \u0924\u0938\u094d\u0935\u0940\u0930 \u0926\u093f\u0916\u093e\u0908 \u0926\u0947\u0924\u0940 \u0939\u0948: \u0939\u093e\u0932\u093f\u092f\u093e \u092a\u094b\u0930\u094d\u091f\u0932 \u0917\u0924\u093f\u0935\u093f\u0927\u093f, \u0932\u0902\u092c\u093f\u0924 \u0938\u0947\u0935\u093e \u0905\u0928\u0941\u0930\u094b\u0927, \u092a\u093f\u091b\u0932\u0940 \u092c\u0948\u0920\u0915 \u0915\u0947 \u0928\u094b\u091f\u094d\u0938, \u0914\u0930 \u0935\u0930\u094d\u0924\u092e\u093e\u0928 \u0939\u094b\u0932\u094d\u0921\u093f\u0902\u0917\u094d\u0938\u0964 \u0907\u0938\u0938\u0947 \u201c\u092e\u0948\u0902\u0928\u0947 \u092a\u0939\u0932\u0947 \u0939\u0940 \u0906\u092a\u0915\u0947 \u0938\u0939\u0915\u0930\u094d\u092e\u0940 \u0915\u094b \u092c\u0924\u093e \u0926\u093f\u092f\u093e \u0925\u093e\u201d \u0935\u093e\u0932\u0940 \u0928\u093f\u0930\u093e\u0936\u093e \u0926\u0942\u0930 \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u093e \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932, CRM \u0914\u0930 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0938\u0902\u0926\u0947\u0936 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915\u094b\u0902 \u0915\u094b \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u091a\u0948\u0928\u0932\u094b\u0902 \u092a\u0930 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u0938\u0902\u091a\u093e\u0930 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0938\u0932\u093e\u0939 \u0915\u093e \u090f\u0915\u0932, \u0905\u0928\u0941\u092a\u093e\u0932\u0928\u092f\u0941\u0915\u094d\u0924 \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u092c\u0928\u093e\u090f \u0930\u0916\u0924\u0940 \u0939\u0948\u0964 \u092f\u0939 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0926\u0940\u0930\u094d\u0918\u0915\u093e\u0932\u093f\u0915 \u091c\u0941\u0921\u093c\u093e\u0935 \u0915\u094b \u092e\u091c\u092c\u0942\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17.png\" alt=\"\u0935\u093f\u0924\u094d\u0924 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u0915\u0948\u0938\u0947 \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u092f\u093e \u091c\u093e\u090f\" class=\"wp-image-48994\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-designing-seamless-journeys-across-channels\">\u091a\u0948\u0928\u0932\u094b\u0902 \u0915\u0947 \u092a\u093e\u0930 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u092f\u093e\u0924\u094d\u0930\u093e\u0913\u0902 \u0915\u093e \u0921\u093f\u091c\u093c\u093e\u0907\u0928<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u090f\u0915 \u091a\u0948\u0928\u0932 \u092e\u0947\u0902 \u0936\u0941\u0930\u0942 \u0915\u0930\u0915\u0947 \u092c\u093f\u0928\u093e \u092a\u0941\u0928\u0903 \u0906\u0930\u0902\u092d \u0915\u093f\u090f \u0926\u0942\u0938\u0930\u0947 \u091a\u0948\u0928\u0932 \u092e\u0947\u0902 \u091c\u093e\u0930\u0940 \u0930\u0916\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u092e\u094b\u092c\u093e\u0907\u0932 \u092a\u0930 \u0936\u0941\u0930\u0942 \u0915\u0940 \u0917\u0908 \u090b\u0923 \u0906\u0935\u0947\u0926\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0935\u0940\u0921\u093f\u092f\u094b \u0915\u0949\u0932 \u092a\u0930 \u0906\u0930\u090f\u092e \u0915\u0947 \u0938\u093e\u0925 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u0930\u0942\u092a \u0938\u0947 \u091c\u093e\u0930\u0940 \u0915\u093f\u092f\u093e \u091c\u093e\u0928\u093e \u091a\u093e\u0939\u093f\u090f, \u091c\u093f\u0938\u092e\u0947\u0902 \u092a\u0939\u0932\u0947 \u0926\u0930\u094d\u091c \u0915\u0940 \u0917\u0908 \u0938\u092d\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0939\u0947\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0909\u0926\u093e\u0939\u0930\u0923 \u092f\u093e\u0924\u094d\u0930\u093e:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0930\u093e\u0924 10 \u092c\u091c\u0947 \u0935\u0947\u092c\u0938\u093e\u0907\u091f \u092a\u0930 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0936\u0941\u0930\u0942 \u0915\u0930\u0924\u093e \u0939\u0948\u0964<\/li>\n\n\n\n<li>\u0905\u0917\u0932\u0940 \u0938\u0941\u092c\u0939 \u0906\u0928\u0947-\u091c\u093e\u0928\u0947 \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 \u092e\u094b\u092c\u093e\u0907\u0932 \u0910\u092a \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0905\u092a\u0932\u094b\u0921 \u0915\u0930\u0924\u093e \u0939\u0948\u0964<\/li>\n\n\n\n<li>\u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0938\u0924\u094d\u092f\u093e\u092a\u093f\u0924 \u0939\u094b \u091c\u093e\u0928\u0947 \u0915\u0940 \u0938\u0942\u091a\u0928\u093e \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964<\/li>\n\n\n\n<li>\u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0935\u0940\u0921\u093f\u092f\u094b \u092a\u0930\u093e\u092e\u0930\u094d\u0936 \u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u0915\u0930\u0947\u0902<\/li>\n\n\n\n<li>\u0935\u0940\u0921\u093f\u092f\u094b \u092c\u0948\u0920\u0915 \u0915\u0947 \u092c\u093e\u0926 \u0908-\u0939\u0938\u094d\u0924\u093e\u0915\u094d\u0937\u0930 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0928\u093f\u0935\u0947\u0936 \u091c\u0928\u093e\u0926\u0947\u0936 \u0915\u094b \u0905\u0902\u0924\u093f\u092e \u0930\u0942\u092a \u0926\u0947\u0924\u093e \u0939\u0948\u0964<\/li>\n\n\n\n<li>\u092a\u094b\u0930\u094d\u091f\u0932 \u0924\u0915 \u092a\u0939\u0941\u0902\u091a \u0914\u0930 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u0947 \u0938\u0902\u092a\u0930\u094d\u0915 \u0935\u093f\u0935\u0930\u0923 \u0938\u0939\u093f\u0924 \u0938\u094d\u0935\u093e\u0917\u0924 \u0938\u0902\u091a\u093e\u0930 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0902\u0938\u094d\u0925\u093e\u0913\u0902 \u0915\u094b \u091a\u0948\u0928\u0932\u094b\u0902 \u092e\u0947\u0902 \u0938\u0947\u0935\u093e \u0938\u094d\u0924\u0930\u094b\u0902 \u0914\u0930 \u0938\u0902\u0926\u0947\u0936\u094b\u0902 \u0915\u094b \u0938\u092e\u0928\u094d\u0935\u093f\u0924 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0938\u0941\u0938\u0902\u0917\u0924 \u092e\u0942\u0932\u094d\u092f \u0928\u093f\u0930\u094d\u0927\u093e\u0930\u0923 \u0914\u0930 \u0936\u0941\u0932\u094d\u0915 \u092a\u094d\u0930\u0915\u091f\u0940\u0915\u0930\u0923<\/li>\n\n\n\n<li>\u090f\u0915\u0938\u092e\u093e\u0928 \u0909\u0924\u094d\u092a\u093e\u0926 \u0928\u093e\u092e \u0914\u0930 \u092a\u093e\u0924\u094d\u0930\u0924\u093e \u092e\u093e\u0928\u0926\u0902\u0921<\/li>\n\n\n\n<li>\u0938\u092e\u0928\u094d\u0935\u093f\u0924 \u0938\u0902\u091a\u093e\u0930 \u0924\u093e\u0915\u093f \u0908\u092e\u0947\u0932 \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u0932 \u090f\u0915 \u0939\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0926\u093f\u0916\u093e\u090f\u0901\u0964<\/li>\n\n\n\n<li>\u0938\u094d\u092a\u0937\u094d\u091f \u090f\u0938\u090f\u0932\u090f: \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0938\u0902\u0926\u0947\u0936\u094b\u0902 \u0915\u093e \u0909\u0924\u094d\u0924\u0930 4 \u0915\u093e\u0930\u094d\u092f \u0918\u0902\u091f\u094b\u0902 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0926\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0938\u0902\u092c\u0902\u0927\u0940 \u092a\u0942\u091b\u0924\u093e\u091b \u0915\u093e \u0938\u092e\u093e\u0927\u093e\u0928 1 \u0915\u093e\u0930\u094d\u092f \u0926\u093f\u0935\u0938 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0913\u092e\u094d\u0928\u0940\u091a\u0948\u0928\u0932 \u0909\u0924\u094d\u0915\u0943\u0937\u094d\u091f\u0924\u093e \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u0938\u0940\u092e\u093e-\u092a\u093e\u0930 \u0914\u0930 \u092c\u0939\u0941\u092d\u093e\u0937\u0940 \u092a\u0930\u093f\u0935\u0947\u0936\u094b\u0902 \u092e\u0947\u0902 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948, \u091c\u0948\u0938\u0947 \u0938\u094d\u0935\u093f\u0938 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u093f\u0902\u0917, \u091c\u0939\u093e\u0901 \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u091a\u0948\u0928\u0932\u094b\u0902 \u092a\u0930 \u0905\u0902\u0917\u094d\u0930\u0947\u091c\u0940, \u092b\u094d\u0930\u0947\u0902\u091a \u0914\u0930 \u091c\u0930\u094d\u092e\u0928 \u0915\u0947 \u092c\u0940\u091a \u0938\u094d\u0935\u093f\u091a \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u0938\u0902\u0935\u093e\u0926 \u0915\u0947 \u0932\u093f\u090f \u0910\u0938\u0940 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u093e\u0901 \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0902 \u091c\u094b \u092d\u093e\u0937\u093e \u092f\u093e \u091a\u0948\u0928\u0932 \u0915\u0940 \u092a\u0930\u0935\u093e\u0939 \u0915\u093f\u090f \u092c\u093f\u0928\u093e \u0938\u0902\u0926\u0930\u094d\u092d \u092c\u0928\u093e\u090f \u0930\u0916\u0947\u0902\u0964.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ai-and-automation-to-scale-client-experience-safely\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u092c\u0922\u093c\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0906\u0908 \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u0928<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">From 2023 onwards, AI including generative AI has become a central tool for improving both client and advisor experience in finance. The technology enables institutions to deliver personalised service at scale without proportionally increasing costs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u0930\u094d\u091a\u0941\u0905\u0932 \u0905\u0938\u093f\u0938\u094d\u091f\u0947\u0902\u091f \u0914\u0930 \u091a\u0948\u091f\u092c\u0949\u091f \u0938\u093e\u092e\u093e\u0928\u094d\u092f \u092a\u094d\u0930\u0936\u094d\u0928\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0922\u0902\u0917 \u0938\u0947 \u0938\u0902\u092d\u093e\u0932\u0924\u0947 \u0939\u0948\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u092c\u0948\u0932\u0947\u0902\u0938 \u092a\u0942\u091b\u0924\u093e\u091b \u0914\u0930 \u0932\u0947\u0928\u0926\u0947\u0928 \u0915\u093e \u0907\u0924\u093f\u0939\u093e\u0938<\/li>\n\n\n\n<li>\u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0905\u0928\u0941\u0930\u094b\u0927 \u0914\u0930 \u0935\u093f\u0935\u0930\u0923 \u0909\u0924\u094d\u092a\u0928\u094d\u0928 \u0915\u0930\u0928\u093e<\/li>\n\n\n\n<li>\u092e\u0942\u0932 \u0909\u0924\u094d\u092a\u093e\u0926 \u092a\u0942\u091b\u0924\u093e\u091b \u0914\u0930 \u092a\u093e\u0924\u094d\u0930\u0924\u093e \u091c\u093e\u0902\u091a<\/li>\n\n\n\n<li>\u0928\u093f\u092f\u0941\u0915\u094d\u0924\u093f \u0905\u0928\u0941\u0938\u0942\u091a\u0940\u0915\u0930\u0923 \u0914\u0930 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u092e\u093e\u0930\u094d\u0917\u0926\u0930\u094d\u0936\u0928<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0947 \u0924\u0915\u0928\u0940\u0915\u0947\u0902 \u092e\u093e\u0928\u0935 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0909\u091a\u094d\u091a \u092e\u0942\u0932\u094d\u092f \u0935\u093e\u0932\u0940 \u092c\u093e\u0924\u091a\u0940\u0924 \u0915\u0947 \u0932\u093f\u090f \u092e\u0941\u0915\u094d\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902, \u0938\u093e\u0925 \u0939\u0940 \u0924\u0924\u094d\u0915\u093e\u0932 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0901 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902 \u091c\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u093e\u0928 \u0938\u0902\u092c\u0902\u0927\u0940 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u091c\u0940\u0935\u0928 \u0915\u0940 \u0918\u091f\u0928\u093e\u0913\u0902 \u0914\u0930 \u0905\u0935\u0938\u0930\u094b\u0902 \u0915\u093e \u092a\u0924\u093e \u0932\u0917\u093e \u0938\u0915\u0924\u093e \u0939\u0948: \u0924\u0930\u0932\u0924\u093e \u0918\u091f\u0928\u093e \u0915\u093e \u0938\u0902\u0915\u0947\u0924 \u0926\u0947\u0928\u0947 \u0935\u093e\u0932\u0947 \u092c\u0921\u093c\u0947 \u0928\u0915\u0926 \u092a\u094d\u0930\u0935\u093e\u0939, 2025\u20132030 \u0938\u092e\u0942\u0939 \u0915\u0947 \u0932\u093f\u090f \u0938\u0947\u0935\u093e\u0928\u093f\u0935\u0943\u0924\u094d\u0924\u093f \u0915\u0940 \u0928\u093f\u0915\u091f \u0924\u093f\u0925\u093f\u092f\u093e\u0901, \u092f\u093e \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u0932\u093e\u092f\u0928 \u091c\u094b\u0916\u093f\u092e \u0915\u094b \u0907\u0902\u0917\u093f\u0924 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u0948\u091f\u0930\u094d\u0928\u0964 \u0907\u0938\u0938\u0947 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e\u0936\u0940\u0932 \u0939\u094b\u0928\u0947 \u0915\u0947 \u092c\u091c\u093e\u092f \u0938\u0915\u094d\u0930\u093f\u092f \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0932\u0917\u094d\u0928\u0924\u093e \u0938\u0902\u092d\u0935 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u092c\u0948\u0915-\u0911\u092b\u093c\u093f\u0938 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0930\u0942\u092a\u093e\u0902\u0924\u0930\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0935\u0930\u094d\u0917\u0940\u0915\u0930\u0923 \u0914\u0930 \u0930\u0942\u091f\u093f\u0902\u0917<\/li>\n\n\n\n<li>\u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939<\/li>\n\n\n\n<li>\u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u091c\u093e\u0902\u091a \u0938\u094d\u0935\u091a\u093e\u0932\u0928<\/li>\n\n\n\n<li>\u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917<\/li>\n\n\n\n<li>\u0927\u094b\u0916\u093e\u0927\u0921\u093c\u0940 \u0915\u093e \u092a\u0924\u093e \u0932\u0917\u093e\u0928\u093e \u0914\u0930 \u0905\u0932\u0930\u094d\u091f \u0909\u0924\u094d\u092a\u0928\u094d\u0928 \u0915\u0930\u0928\u093e<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass uses AI driven tools within a controlled, Swiss hosted environment to assist with client communication drafts, opportunity scoring, and workflow prioritisation. Critically, this keeps sensitive data from being exported to unknown clouds a significant concern for institutions serving privacy conscious clients.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-maintaining-human-oversight-and-regulatory-compliance\">\u092e\u093e\u0928\u0935\u0940\u092f \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0914\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u093e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u092f\u0902\u0924\u094d\u0930\u093f\u0924 \u0935\u093f\u0924\u094d\u0924 \u092e\u0947\u0902, \u090f\u0906\u0908 \u0915\u094b \u0939\u092e\u0947\u0936\u093e \u092e\u093e\u0928\u0935\u0940\u092f \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0914\u0930 \u0938\u094d\u092a\u0937\u094d\u091f \u091c\u0935\u093e\u092c\u0926\u0947\u0939\u0940 \u0915\u0947 \u0938\u093e\u0925 \u0915\u093e\u092e \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0926\u094b\u0939\u0930\u093e\u090f \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u0902\u092d\u093e\u0932\u0924\u093e \u0939\u0948, \u0932\u0947\u0915\u093f\u0928 \u0938\u0932\u093e\u0939 \u092a\u0930 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u0915\u093e \u0905\u0927\u093f\u0915\u093e\u0930 \u0932\u093e\u0907\u0938\u0947\u0902\u0938 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u092a\u0947\u0936\u0947\u0935\u0930\u094b\u0902 \u0915\u0947 \u092a\u093e\u0938 \u0939\u0940 \u0930\u0939\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0935\u093f\u0924\u094d\u0924 \u092e\u0947\u0902 \u090f\u0906\u0908 \u0936\u093e\u0938\u0928 \u0915\u0947 \u092a\u094d\u0930\u092e\u0941\u0916 \u0938\u093f\u0926\u094d\u0927\u093e\u0902\u0924:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u0938\u093f\u0926\u094d\u0927\u093e\u0902\u0924<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u092e\u093e\u0928\u0935\u0940\u092f \u0938\u092e\u0940\u0915\u094d\u0937\u093e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0909\u0924\u094d\u092a\u093e\u0926\u094b\u0902 \u092f\u093e \u0938\u0902\u091a\u093e\u0930 \u0915\u0947 \u0932\u093f\u090f \u090f\u0906\u0908 \u0938\u0941\u091d\u093e\u0935\u094b\u0902 \u0915\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u092f\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0926\u094d\u0935\u093e\u0930\u093e \u0915\u0940 \u091c\u093e\u0924\u0940 \u0939\u0948\u0964<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u094d\u092f\u093e\u0916\u094d\u092f\u093e\u092f\u094b\u0917\u094d\u092f\u0924\u093e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u090f\u0906\u0908 \u092e\u0949\u0921\u0932 \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u0947\u0902 \u0915\u094d\u092f\u094b\u0902 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0907\u0938\u0915\u093e \u0938\u094d\u092a\u0937\u094d\u091f \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u0940\u0915\u0930\u0923\u0964<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0948\u0932\u094d\u0938<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0928\u093f\u092f\u093e\u092e\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0915\u0947 \u0932\u093f\u090f \u090f\u0906\u0908-\u0938\u0939\u093e\u092f\u093f\u0924 \u0928\u093f\u0930\u094d\u0923\u092f\u094b\u0902 \u0915\u093e \u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u0905\u092d\u093f\u0932\u0947\u0916<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u093e\u092e\u0917\u094d\u0930\u0940 \u0938\u0902\u091a\u093e\u0932\u0928<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0915\u0947\u0935\u0932 \u0905\u0928\u0941\u092e\u094b\u0926\u093f\u0924, \u0905\u0928\u093e\u092e \u0915\u093f\u090f \u0917\u090f \u0921\u0947\u091f\u093e\u0938\u0947\u091f \u092a\u0930 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0915\u094d\u0937\u0947\u0924\u094d\u0930\u093e\u0927\u093f\u0915\u093e\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0921\u0947\u091f\u093e \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0938\u094d\u0925\u093e\u0928\u094b\u0902 (\u0938\u094d\u0935\u093f\u091f\u094d\u091c\u093c\u0930\u0932\u0948\u0902\u0921, \u0911\u0928-\u092a\u094d\u0930\u093f\u092e\u093e\u0907\u0938\u0947\u0938) \u092e\u0947\u0902 \u0939\u094b\u0938\u094d\u091f \u0915\u093f\u092f\u093e \u0917\u092f\u093e<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">MiFID II \u0914\u0930 \u0938\u092e\u093e\u0928 \u0922\u093e\u0901\u091a\u094b\u0902 \u0915\u0947 \u0924\u0939\u0924, \u0909\u0924\u094d\u092a\u093e\u0926 \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u0947\u0902 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0939\u094b\u0928\u0940 \u091a\u093e\u0939\u093f\u090f\u0964 \u090f\u0906\u0908 \u0905\u0935\u0938\u0930\u094b\u0902 \u0915\u094b \u091a\u093f\u0939\u094d\u0928\u093f\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u092a\u094d\u0930\u0938\u094d\u0924\u093e\u0935 \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948, \u0932\u0947\u0915\u093f\u0928 \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0938\u0947 \u092a\u0939\u0932\u0947 \u092e\u093e\u0928\u0935\u0940\u092f \u0938\u0924\u094d\u092f\u093e\u092a\u0928 \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u091c\u0948\u0938\u0947-\u091c\u0948\u0938\u0947 \u0928\u093f\u092f\u093e\u092e\u0915 \u090f\u0906\u0908 \u0915\u0947 \u0909\u092a\u092f\u094b\u0917 \u0915\u0940 \u092c\u093e\u0930\u0940\u0915\u0940 \u0938\u0947 \u091c\u093e\u0902\u091a \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902, \u0935\u094d\u092f\u093e\u0916\u094d\u092f\u093e\u092f\u094b\u0917\u094d\u092f\u0924\u093e \u0915\u093e \u092e\u0939\u0924\u094d\u0935 \u0932\u0917\u093e\u0924\u093e\u0930 \u092c\u0922\u093c \u0930\u0939\u093e \u0939\u0948\u0964 \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u092f\u0939 \u0938\u092e\u091d\u0928\u093e \u091a\u093e\u0939\u093f\u090f \u0915\u093f \u0915\u093f\u0938\u0940 \u092e\u0949\u0921\u0932 \u0928\u0947 \u0915\u093f\u0938\u0940 \u0935\u093f\u0936\u0947\u0937 \u0909\u0924\u094d\u092a\u093e\u0926 \u0915\u0940 \u0938\u093f\u092b\u093e\u0930\u093f\u0936 \u0915\u094d\u092f\u094b\u0902 \u0915\u0940 \u092f\u093e \u0915\u093f\u0938\u0940 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u091c\u094b\u0916\u093f\u092e \u0915\u094b \u0915\u094d\u092f\u094b\u0902 \u091a\u093f\u0939\u094d\u0928\u093f\u0924 \u0915\u093f\u092f\u093e, \u0916\u093e\u0938\u0915\u0930 \u091c\u092c \u092a\u0930\u094d\u092f\u0935\u0947\u0915\u094d\u0937\u0915\u094b\u0902 \u092f\u093e \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0926\u094d\u0935\u093e\u0930\u093e \u092a\u0942\u091b\u0924\u093e\u091b \u0915\u0940 \u091c\u093e\u090f\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u0921\u093c\u0947 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u093e \u0938\u092e\u094d\u092e\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f AI \u092e\u0949\u0921\u0932\u094b\u0902 \u0915\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u0938\u0947 \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0915\u094b\u0902 \u0915\u094b \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u092f\u093e \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u0938\u0947 \u0938\u092e\u091d\u094c\u0924\u093e \u0915\u093f\u090f \u092c\u093f\u0928\u093e \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-monitoring-and-continuously-improving-client-experience\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u093e \u092e\u093e\u092a\u0928, \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0914\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u0941\u0927\u093e\u0930<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u0915\u093f\u0938\u0940 \u092d\u0940 \u0905\u0928\u094d\u092f \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u092a\u0939\u0932 \u0915\u0940 \u0924\u0930\u0939 \u092e\u093e\u092a\u093e \u091c\u093e\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u0938\u094d\u092a\u0937\u094d\u091f \u0915\u0947\u092a\u0940\u0906\u0908 \u0914\u0930 \u092b\u0940\u0921\u092c\u0948\u0915 \u0932\u0942\u092a \u0915\u0947 \u092c\u093f\u0928\u093e, \u0938\u0941\u0927\u093e\u0930 \u092a\u094d\u0930\u0923\u093e\u0932\u0940\u0917\u0924 \u0939\u094b\u0928\u0947 \u0915\u0947 \u092c\u091c\u093e\u092f \u0915\u0947\u0935\u0932 \u0906\u0916\u094d\u092f\u093e\u0928\u093e\u0924\u094d\u092e\u0915 \u0939\u0940 \u0930\u0939\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0935\u093f\u0924\u094d\u0924 \u0915\u0947 \u0932\u093f\u090f \u0905\u0928\u0941\u0936\u0902\u0938\u093f\u0924 \u0938\u0940\u090f\u0915\u094d\u0938 \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u092e\u0940\u091f\u094d\u0930\u093f\u0915<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0935\u093f\u0935\u0930\u0923<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0932\u0915\u094d\u0937\u094d\u092f<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0916\u0902\u0921\u0935\u093e\u0930 \u090f\u0928\u092a\u0940\u090f\u0938<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u093f\u092b\u093c\u093e\u0930\u093f\u0936 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0938\u0902\u092d\u093e\u0935\u0928\u093e, \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u0935\u0930\u094d\u0917\u0940\u0915\u0943\u0924<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>HNW \u0915\u0947 \u0932\u093f\u090f 40, \u0930\u093f\u091f\u0947\u0932 \u0915\u0947 \u0932\u093f\u090f 30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0940\u090f\u0938\u090f\u091f\u0940 \u092a\u094b\u0938\u094d\u091f \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0915\u094d\u0937\u0923\u094b\u0902 (\u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917, \u092c\u0948\u0920\u0915\u0947\u0902) \u0915\u0947 \u092c\u093e\u0926 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>4.0\/5.0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u092f\u093e\u0938 \u0938\u094d\u0915\u094b\u0930<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0906\u0938\u093e\u0928\u0940<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&lt;2.0\/5.0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u092a\u094d\u0930\u0925\u092e \u0938\u0902\u092a\u0930\u094d\u0915 \u0938\u092e\u093e\u0927\u093e\u0928<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092c\u093f\u0928\u093e \u0909\u091a\u094d\u091a\u093e\u0927\u093f\u0915\u093e\u0930\u093f\u092f\u094b\u0902 \u0915\u094b \u0938\u0942\u091a\u093f\u0924 \u0915\u093f\u090f \u0938\u092e\u0938\u094d\u092f\u093e\u090f\u0901 \u0939\u0932 \u0939\u094b \u0917\u0908\u0902\u0964<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u093e\u0924 \u0938\u094c \u090f\u0915 \u091f\u0940\u092a\u09403\u091f\u0940<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0938\u0902\u091a\u093e\u0932\u0928 \u0938\u0902\u092c\u0902\u0927\u0940 \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938 \u0905\u0924\u093f\u0930\u093f\u0915\u094d\u0924 \u092e\u0942\u0932\u094d\u092f\u0935\u093e\u0928 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u091a\u0915\u094d\u0930 \u0938\u092e\u092f (\u0932\u0915\u094d\u0937\u094d\u092f: \u0921\u093f\u091c\u093f\u091f\u0932 \u0915\u0947 \u0932\u093f\u090f &lt;24 \u0918\u0902\u091f\u0947, \u091c\u091f\u093f\u0932 \u0915\u0947 \u0932\u093f\u090f &lt;5 \u0926\u093f\u0928)<\/li>\n\n\n\n<li>\u0921\u093f\u091c\u093f\u091f\u0932 \u092c\u0928\u093e\u092e \u0915\u093e\u0917\u091c\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u093e \u092a\u094d\u0930\u0924\u093f\u0936\u0924 (\u0932\u0915\u094d\u0937\u094d\u092f: &gt;80% \u0921\u093f\u091c\u093f\u091f\u0932)<\/li>\n\n\n\n<li>\u092a\u094b\u0930\u094d\u091f\u0932 \u0905\u092a\u0928\u093e\u0928\u0947 \u0914\u0930 \u0932\u0949\u0917\u093f\u0928 \u0915\u0940 \u0906\u0935\u0943\u0924\u094d\u0924\u093f<\/li>\n\n\n\n<li>\u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u0942\u091b\u0924\u093e\u091b\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u0938\u092e\u092f<\/li>\n\n\n\n<li>\u0909\u0924\u094d\u092a\u093e\u0926 \u0936\u094d\u0930\u0947\u0923\u0940 \u0914\u0930 \u091a\u0948\u0928\u0932 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u0936\u093f\u0915\u093e\u092f\u0924 \u0926\u0930\u0947\u0902<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u0938\u0902\u0917\u094d\u0930\u0939\u0923 \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u092e\u0941\u0916\u094d\u092f \u0905\u0902\u0924\u0903\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u0947 \u092c\u093e\u0926 \u092a\u094b\u0930\u094d\u091f\u0932 \u0938\u0930\u094d\u0935\u0947\u0915\u094d\u0937\u0923\u094b\u0902 \u092e\u0947\u0902<\/li>\n\n\n\n<li>\u092c\u0948\u0920\u0915 \u0915\u0947 \u092c\u093e\u0926 \u0908\u092e\u0947\u0932 \u092a\u094d\u0930\u0936\u094d\u0928\u093e\u0935\u0932\u0940<\/li>\n\n\n\n<li>\u0916\u0941\u0932\u0947-\u0905\u0902\u0924 \u092a\u094d\u0930\u0936\u094d\u0928\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0906\u0935\u0927\u093f\u0915 \u0938\u0902\u092c\u0902\u0927 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0901<\/li>\n\n\n\n<li>\u0938\u092e\u0930\u094d\u0925\u0928 \u091f\u093f\u0915\u091f\u094b\u0902 \u0914\u0930 \u0936\u093f\u0915\u093e\u092f\u0924 \u092a\u0948\u091f\u0930\u094d\u0928 \u0915\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 CRM, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0914\u0930 \u0938\u0947\u0935\u093e \u0921\u0947\u091f\u093e \u0915\u094b \u090f\u0915\u0924\u094d\u0930\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u0924\u093e\u0915\u093f \u092f\u0939 \u0926\u093f\u0916\u093e\u092f\u093e \u091c\u093e \u0938\u0915\u0947 \u0915\u093f \u0915\u094c\u0928 \u0938\u0947 \u0938\u0947\u0917\u092e\u0947\u0902\u091f \u0914\u0930 \u092f\u093e\u0924\u094d\u0930\u093e\u090f\u0901 \u0938\u0930\u094d\u0935\u0936\u094d\u0930\u0947\u0937\u094d\u0920 \u092f\u093e \u0938\u092c\u0938\u0947 \u0916\u0930\u093e\u092c \u0905\u0928\u0941\u092d\u0935 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902\u0964 \u092f\u0939 \u0921\u0947\u091f\u093e \u090f\u0928\u093e\u0932\u093f\u091f\u093f\u0915\u094d\u0938 \u0915\u094d\u0937\u092e\u0924\u093e \u0905\u0927\u093f\u0915\u0924\u092e \u092a\u094d\u0930\u092d\u093e\u0935 \u0915\u0947 \u0932\u093f\u090f \u0938\u0941\u0927\u093e\u0930 \u092a\u094d\u0930\u092f\u093e\u0938\u094b\u0902 \u0915\u094b \u0915\u0939\u093e\u0901 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930\u0928\u093e \u0939\u0948, \u092f\u0939 \u092a\u0939\u091a\u093e\u0928\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-a-client-centric-culture-and-governance\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0938\u0902\u0938\u094d\u0915\u0943\u0924\u093f \u0914\u0930 \u0936\u093e\u0938\u0928 \u0915\u093e \u0928\u093f\u0930\u094d\u092e\u093e\u0923<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u0909\u0924\u094d\u0915\u0943\u0937\u094d\u091f \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u0940 \u0939\u0948, \u0932\u0947\u0915\u093f\u0928 \u0938\u0902\u0938\u094d\u0915\u0943\u0924\u093f \u0907\u0938\u0947 \u092c\u0928\u093e\u090f \u0930\u0916\u0924\u0940 \u0939\u0948\u0964 \u0938\u0941\u0927\u093e\u0930\u094b\u0902 \u0915\u094b \u091c\u0921\u093c\u0947\u0902 \u091c\u092e\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u0930\u094d\u092e\u091a\u093e\u0930\u093f\u092f\u094b\u0902 \u0914\u0930 \u0928\u0947\u0924\u0943\u0924\u094d\u0935 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915-\u092a\u094d\u0930\u0925\u092e \u092e\u093e\u0928\u0938\u093f\u0915\u0924\u093e \u0938\u093e\u091d\u093e \u0915\u0930\u0928\u0940 \u091a\u093e\u0939\u093f\u090f\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0936\u093e\u0938\u0928 \u0938\u0902\u0930\u091a\u0928\u093e\u090f\u0901 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0947\u0902:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u0915\u094d\u0930\u0949\u0938-\u092b\u0902\u0915\u094d\u0936\u0928\u0932 CX \u0938\u092e\u093f\u0924\u093f \u0915\u093e \u0917\u0920\u0928 \u0915\u0930\u0947\u0902, \u091c\u093f\u0938\u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0939\u094b\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u092b\u094d\u0930\u0902\u091f \u0911\u092b\u093f\u0938 (\u0930\u093f\u0932\u0947\u0936\u0928\u0936\u093f\u092a \u092e\u0948\u0928\u0947\u091c\u0930, \u0938\u0932\u093e\u0939\u0915\u093e\u0930)<\/li>\n\n\n\n<li>\u0938\u0902\u091a\u093e\u0932\u0928 (\u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917, \u091f\u0940\u092e\u094b\u0902 \u0915\u094b \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e)<\/li>\n\n\n\n<li>\u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u091c\u094b\u0916\u093f\u092e<\/li>\n\n\n\n<li>\u0906\u0908\u091f\u0940 \u0914\u0930 \u0921\u093f\u091c\u093f\u091f\u0932<\/li>\n\n\n\n<li>\u0935\u093f\u092a\u0923\u0928 \u0914\u0930 \u0938\u0902\u091a\u093e\u0930<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0938 \u0938\u092e\u093f\u0924\u093f \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e\u0913\u0902 \u092a\u0930 \u0938\u0939\u092e\u0924\u093f \u092c\u0928\u093e\u0928\u0940 \u091a\u093e\u0939\u093f\u090f, \u0924\u094d\u0930\u0948\u092e\u093e\u0938\u093f\u0915 \u0930\u0942\u092a \u0938\u0947 \u092f\u093e\u0924\u094d\u0930\u093e \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0915\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0915\u0930\u0928\u0940 \u091a\u093e\u0939\u093f\u090f, \u0914\u0930 \u0909\u091a\u094d\u091a \u092a\u094d\u0930\u092d\u093e\u0935 \u0935\u093e\u0932\u0947 \u0938\u0941\u0927\u093e\u0930\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0902\u0938\u093e\u0927\u0928 \u0906\u0935\u0902\u091f\u093f\u0924 \u0915\u0930\u0928\u0947 \u091a\u093e\u0939\u093f\u090f\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u092a\u094d\u0930\u0947\u0930\u0923\u093e\u0913\u0902 \u0915\u094b \u0905\u0928\u0941\u092d\u0935 \u092a\u0930\u093f\u0923\u093e\u092e\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0902\u0930\u0947\u0916\u093f\u0924 \u0915\u0930\u0947\u0902:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u090f\u092f\u0942\u090f\u092e \u0914\u0930 \u0930\u093e\u091c\u0938\u094d\u0935 \u0932\u0915\u094d\u0937\u094d\u092f\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u0938\u0902\u0915\u0947\u0924\u0915\u094b\u0902 \u0915\u094b \u0936\u093e\u092e\u093f\u0932 \u0915\u0930\u0947\u0902\u0964<\/li>\n\n\n\n<li>\u0938\u0915\u093e\u0930\u093e\u0924\u094d\u092e\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u092a\u0939\u091a\u093e\u0928\u0947\u0902\u0964<\/li>\n\n\n\n<li>\u091f\u0940\u092e\u094b\u0902 \u0915\u0947 \u092c\u0940\u091a CX \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938 \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u0940 \u0930\u0942\u092a \u0938\u0947 \u0938\u093e\u091d\u093e \u0915\u0930\u0947\u0902<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936 \u0915\u0930\u0947\u0902:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0917\u094d\u0930\u093e\u0939\u0915-\u0938\u0902\u092a\u0930\u094d\u0915 \u0935\u093e\u0932\u0947 \u0938\u092d\u0940 \u0915\u0930\u094d\u092e\u091a\u093e\u0930\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093f\u091f\u0932 \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u092e\u0947\u0902 \u0926\u0915\u094d\u0937\u0924\u093e<\/li>\n\n\n\n<li>\u0921\u0947\u091f\u093e \u0938\u0902\u0930\u0915\u094d\u0937\u0923 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u090f\u0901<\/li>\n\n\n\n<li>\u0938\u0939\u093e\u0928\u0941\u092d\u0942\u0924\u093f\u092a\u0942\u0930\u094d\u0923 \u0938\u0902\u091a\u093e\u0930 \u0924\u0915\u0928\u0940\u0915\u0947\u0902<\/li>\n\n\n\n<li>\u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u0906\u0927\u093e\u0930\u093f\u0924 \u0936\u093f\u0915\u094d\u0937\u0923 (\u092c\u093e\u091c\u093e\u0930 \u092e\u0947\u0902 \u092e\u0902\u0926\u0940, \u0926\u0930\u094b\u0902 \u092e\u0947\u0902 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928, \u0928\u093f\u092f\u093e\u092e\u0915 \u092c\u0926\u0932\u093e\u0935)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u0941\u0927\u093e\u0930 \u091a\u0915\u094d\u0930 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0947\u0902: \u091b\u094b\u091f\u0947 CX \u0938\u0941\u0927\u093e\u0930\u094b\u0902 \u0915\u093e \u092a\u0930\u0940\u0915\u094d\u0937\u0923 \u0915\u0930\u0947\u0902, \u092a\u0930\u093f\u0923\u093e\u092e \u092e\u093e\u092a\u0947\u0902, \u0914\u0930 \u091c\u094b \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0939\u094b\u0902 \u0909\u0928\u094d\u0939\u0947\u0902 \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u0914\u0930 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0907\u0915\u093e\u0907\u092f\u094b\u0902 \u092e\u0947\u0902 \u0935\u093f\u0938\u094d\u0924\u093e\u0930\u093f\u0924 \u0915\u0930\u0947\u0902\u0964 \u0938\u0939\u0940 \u0930\u0923\u0928\u0940\u0924\u093f \u092e\u0939\u0924\u094d\u0935\u093e\u0915\u093e\u0902\u0915\u094d\u0937\u093e \u0915\u094b \u0935\u094d\u092f\u093e\u0935\u0939\u093e\u0930\u093f\u0915\u0924\u093e \u0915\u0947 \u0938\u093e\u0925 \u091c\u094b\u0921\u093c\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-benchmark-customer-service-standards\">\u092c\u0947\u0902\u091a\u092e\u093e\u0930\u094d\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0947\u0935\u093e \u092e\u093e\u0928\u0915\u094b\u0902 \u0915\u094b \u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u093e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0906\u091c \u0915\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0909\u0926\u094d\u092f\u094b\u0917 \u092e\u0947\u0902, \u092c\u0922\u093c\u0924\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u0913\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u0914\u0930 \u092d\u0940\u0921\u093c-\u092d\u093e\u0921\u093c \u0935\u093e\u0932\u0947 \u092c\u093e\u091c\u093e\u0930 \u092e\u0947\u0902 \u0905\u0932\u0917 \u0926\u093f\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092c\u0947\u0902\u091a\u092e\u093e\u0930\u094d\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0947\u0935\u093e \u092e\u093e\u0928\u0915\u094b\u0902 \u0915\u094b \u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u093e \u0905\u0928\u093f\u0935\u093e\u0930\u094d\u092f \u0939\u0948\u0964 \u091a\u0942\u0902\u0915\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092e\u0941\u0916\u094d\u092f \u0935\u093f\u092d\u0947\u0926\u0915 \u092c\u0928 \u0917\u092f\u093e \u0939\u0948, \u0905\u0917\u094d\u0930\u0923\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0917\u094d\u0930\u093e\u0939\u0915 \u092f\u093e\u0924\u094d\u0930\u093e \u0915\u0947 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u092a\u0939\u0932\u0942 \u092a\u0930 \u092a\u0941\u0928\u0930\u094d\u0935\u093f\u091a\u093e\u0930 \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902 \u0924\u093e\u0915\u093f \u0928\u093f\u0930\u094d\u092c\u093e\u0927, \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0914\u0930 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0905\u0928\u0941\u092d\u0935 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u093f\u090f \u091c\u093e \u0938\u0915\u0947\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The first step in setting benchmark standards is understanding what clients truly value. Financial services providers must collect and analyze customer data from every touchpoint whether it\u2019s customer feedback, customer effort score, or customer satisfaction surveys. By leveraging advanced analytics, institutions can pinpoint where the customer journey excels and where it falls short, allowing them to tailor their service strategy to evolving client needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u092e\u0941\u0916 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0907\u0928 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f\u092f\u094b\u0902 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0938\u092e\u092f \u092a\u0930 \u0938\u0902\u091a\u093e\u0930 \u0914\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0941\u091d\u093e\u0935 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u094b \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0909\u0928\u0915\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0909\u0924\u094d\u092a\u093e\u0926\u094b\u0902 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u0938\u0942\u091a\u093f\u0924 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u092e\u094b\u092c\u093e\u0907\u0932 \u0910\u092a\u094d\u0938 \u0914\u0930 \u0921\u093f\u091c\u093f\u091f\u0932 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u092e\u0947\u0902 \u0905\u092a\u0921\u0947\u091f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u092c\u0915\u093f \u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u093e\u0928\u093e\u0924\u094d\u092e\u0915 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u093e \u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u093e\u0928 \u0932\u0917\u093e\u0915\u0930 \u0938\u0915\u094d\u0930\u093f\u092f \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u0947\u0902 \u0926\u0947 \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0928 \u0915\u0947\u0935\u0932 \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0915\u0940 \u0938\u092e\u0917\u094d\u0930 \u0927\u093e\u0930\u0923\u093e \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0924\u093e \u0939\u0948, \u092c\u0932\u094d\u0915\u093f \u0938\u094d\u0925\u093e\u092f\u0940 \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u092b\u093e\u0926\u093e\u0930\u0940 \u092d\u0940 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0941\u0938\u0902\u0917\u0924\u0924\u093e \u092c\u0947\u0902\u091a\u092e\u093e\u0930\u094d\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0947\u0935\u093e \u092e\u093e\u0928\u0915\u094b\u0902 \u0915\u0940 \u090f\u0915 \u0914\u0930 \u092a\u0939\u091a\u093e\u0928 \u0939\u0948\u0964 \u0917\u094d\u0930\u093e\u0939\u0915 \u091a\u093e\u0939\u0947 \u0938\u0902\u092a\u0930\u094d\u0915 \u0915\u0947\u0902\u0926\u094d\u0930, \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915 \u092f\u093e \u0935\u0930\u094d\u091a\u0941\u0905\u0932 \u0938\u0939\u093e\u092f\u0915 \u0915\u0947 \u0938\u093e\u0925 \u092c\u093e\u0924\u091a\u0940\u0924 \u0915\u0930\u0947\u0902, \u0935\u0947 \u0938\u092e\u093e\u0928 \u0909\u091a\u094d\u091a \u0938\u094d\u0924\u0930 \u0915\u0940 \u0938\u0947\u0935\u093e \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u0947 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u0915\u094b \u0905\u0932\u0917-\u0905\u0932\u0917 \u0935\u093f\u092d\u093e\u0917\u094b\u0902 \u0915\u0947 \u092c\u0940\u091a \u0938\u0939\u092f\u094b\u0917 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f, \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0915\u093f \u0938\u092d\u0940 \u0915\u0930\u094d\u092e\u091a\u093e\u0930\u0940 \u0915\u0902\u092a\u0928\u0940 \u0915\u0940 \u0938\u0947\u0935\u093e \u0930\u0923\u0928\u0940\u0924\u093f \u0915\u0947 \u0938\u093e\u0925 \u0938\u0902\u0930\u0947\u0916\u093f\u0924 \u0939\u094b\u0902 \u0914\u0930 \u0938\u0902\u0917\u0920\u0928 \u092d\u0930 \u092e\u0947\u0902 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u0930\u0942\u092a \u0938\u0947 \u092a\u094d\u0930\u0935\u093e\u0939\u093f\u0924 \u0939\u094b\u0964 \u0928\u093f\u092f\u092e\u093f\u0924 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u092c\u0948\u0920\u0915\u0947\u0902 \u0914\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0907\u0938 \u0938\u0902\u0930\u0947\u0916\u0923 \u0915\u094b \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u0915\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u0939\u092e\u0947\u0936\u093e \u0938\u092e\u0930\u094d\u0925\u093f\u0924 \u092e\u0939\u0938\u0942\u0938 \u0915\u0930\u0947\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\u0915\u0930\u0923 \u0905\u0938\u093e\u0927\u093e\u0930\u0923 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u093e \u092e\u0942\u0932 \u0939\u0948\u0964 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u091c\u0930\u0942\u0930\u0924\u094b\u0902 \u0914\u0930 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u0938\u092e\u091d\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u0947\u091f\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0915\u0947, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0938\u093e\u092e\u093e\u0928\u094d\u092f \u0938\u0932\u093e\u0939 \u0938\u0947 \u092a\u0930\u0947 \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u0947\u0902 \u0914\u0930 \u092e\u0942\u0932\u094d\u092f\u0935\u093e\u0928 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u093e\u0928 \u0938\u0902\u092c\u0902\u0927\u0940 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u092f\u0939 \u092a\u0939\u091a\u093e\u0928\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948 \u0915\u093f \u0915\u094b\u0908 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u092c \u0915\u093f\u0938\u0940 \u0928\u090f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0909\u0924\u094d\u092a\u093e\u0926 \u0938\u0947 \u0932\u093e\u092d\u093e\u0928\u094d\u0935\u093f\u0924 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948 \u092f\u093e \u0915\u092c \u0938\u092e\u092f \u092a\u0930 \u0938\u0902\u092a\u0930\u094d\u0915 \u0909\u0928\u0915\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092f\u093e\u0924\u094d\u0930\u093e \u092e\u0947\u0902 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0905\u0902\u0924\u0930 \u0932\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e-\u0905\u0928\u0941\u0915\u0942\u0932 \u0914\u0930 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0905\u0928\u0941\u092d\u0935 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092d\u0942\u092e\u093f\u0915\u093e \u0928\u093f\u092d\u093e\u0924\u0940 \u0939\u0948\u0964 \u0935\u0930\u094d\u091a\u0941\u0905\u0932 \u0905\u0938\u093f\u0938\u094d\u091f\u0947\u0902\u091f \u0914\u0930 \u092e\u094b\u092c\u093e\u0907\u0932 \u0910\u092a\u094d\u0938 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0914\u0930 \u0938\u0939\u093e\u092f\u0924\u093e \u0924\u0915 \u0906\u0938\u093e\u0928 \u092a\u0939\u0941\u0901\u091a \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0926\u094b\u0939\u0930\u093e\u090f \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u092e \u0939\u094b\u0924\u0940 \u0939\u0948 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0905\u092a\u0928\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092e\u093e\u092e\u0932\u094b\u0902 \u092a\u0930 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0930\u0916\u0928\u0947 \u0915\u093e \u0905\u0927\u093f\u0915\u093e\u0930 \u092e\u093f\u0932\u0924\u093e \u0939\u0948\u0964 \u0938\u093e\u0925 \u0939\u0940, \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0938\u0902\u091a\u093e\u0930 \u091a\u0948\u0928\u0932 \u0914\u0930 \u092e\u091c\u092c\u0942\u0924 \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0909\u092a\u093e\u092f \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u0915\u093f \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u092f\u093e\u0924\u094d\u0930\u093e \u0915\u0947 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u091a\u0930\u0923 \u092e\u0947\u0902 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0939\u0947\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u0905\u0915\u094d\u0938\u0930 \u092a\u0942\u091b\u0947 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u094d\u0930\u0936\u094d\u0928<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-can-a-mid-sized-private-bank-start-improving-client-experience-without-replacing-all-legacy-systems\">\u090f\u0915 \u092e\u0927\u094d\u092f\u092e \u0906\u0915\u093e\u0930 \u0915\u093e \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915 \u0938\u092d\u0940 \u092a\u0941\u0930\u093e\u0928\u0947 \u0938\u093f\u0938\u094d\u091f\u092e\u094b\u0902 \u0915\u094b \u092c\u0926\u0932\u0947 \u092c\u093f\u0928\u093e \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0948\u0938\u0947 \u0936\u0941\u0930\u0942 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u094b \u0938\u093f\u0938\u094d\u091f\u092e\u094b\u0902 \u0915\u0947 \u092c\u0940\u091a \u0938\u0939\u092f\u094b\u0917 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0928\u0947 \u0914\u0930 \u092c\u0947\u0939\u0924\u0930 \u0905\u0928\u0941\u092d\u0935 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u201c\u092c\u093f\u0917 \u092c\u0948\u0902\u0917\u201d \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0928\u0939\u0940\u0902 \u0939\u0948\u0964 InvestGlass \u091c\u0948\u0938\u0947 \u0906\u0927\u0941\u0928\u093f\u0915 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092e\u094c\u091c\u0942\u0926\u093e \u0915\u094b\u0930 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u0947 \u090a\u092a\u0930 \u092a\u0930\u0924 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0932\u093e\u0917\u0942 \u0915\u093f\u090f \u091c\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u094b APIs \u092f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u092b\u093c\u093e\u0907\u0932 \u090f\u0915\u094d\u0938\u091a\u0947\u0902\u091c \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u091c\u0941\u0921\u093c\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start with one or two high impact journeys digital onboarding for new investment accounts, or annual review workflows and integrate them with existing systems. Phased rollouts over 6\u201312 month cycles reduce risk and allow the bank to test and refine before expanding. This approach delivers quick wins while building momentum for broader change.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-specific-role-does-investglass-play-in-enhancing-client-experience-for-wealth-managers\">\u0935\u0947\u0932\u094d\u0925 \u092e\u0948\u0928\u0947\u091c\u0930\u094d\u0938 \u0915\u0947 \u0932\u093f\u090f \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0928\u0947 \u092e\u0947\u0902 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u0940 \u0915\u094d\u092f\u093e \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u092d\u0942\u092e\u093f\u0915\u093e \u0939\u0948?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917, \u0915\u0947\u0935\u093e\u0908\u0938\u0940, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0926\u0943\u0936\u094d\u092f, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932, \u092e\u093e\u0930\u094d\u0915\u0947\u091f\u093f\u0902\u0917 \u0905\u092d\u093f\u092f\u093e\u0928\u094b\u0902 \u0914\u0930 \u090f\u0906\u0908-\u0938\u0939\u093e\u092f\u0915 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0915\u0947 \u0932\u093f\u090f \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u092f \u092e\u0902\u091a \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0915\u0908 \u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0932\u0917-\u0905\u0932\u0917 \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u091c\u0942\u091d\u0928\u0947 \u0915\u0947 \u092c\u091c\u093e\u092f, \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u090f\u0915 \u0939\u0940 \u090f\u0915\u0940\u0915\u0943\u0924 \u0935\u093e\u0924\u093e\u0935\u0930\u0923 \u092e\u0947\u0902 \u0915\u093e\u092e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Swiss data sovereignty and on premise hosting options reassure HNW and institutional clients about confidentiality and compliance. By keeping all client data and interactions in one place, advisors deliver faster, more personalised service and the institution maintains complete audit trails for regulatory purposes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-financial-institutions-maintain-a-human-touch-when-so-much-is-automated\">\u091c\u092c \u0907\u0924\u0928\u093e \u0915\u0941\u091b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0939\u094b \u0917\u092f\u093e \u0939\u0948, \u0924\u094b \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u092e\u093e\u0928\u0935\u0940\u092f \u0938\u094d\u092a\u0930\u094d\u0936 \u0915\u0948\u0938\u0947 \u092c\u0928\u093e\u090f \u0930\u0916\u0924\u0947 \u0939\u0948\u0902?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0915\u094b \u0926\u094b\u0939\u0930\u093e\u090f \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947, \u0915\u092e \u092e\u0942\u0932\u094d\u092f \u0935\u093e\u0932\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u0902\u092d\u093e\u0932\u0928\u093e \u091a\u093e\u0939\u093f\u090f: \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0935\u093f\u0937\u094d\u091f\u093f, \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u092e\u093e\u0930\u094d\u0917\u0926\u0930\u094d\u0936\u0928, \u092e\u093e\u0928\u0915 \u0938\u0942\u091a\u0928\u093e\u090f\u0902 \u0914\u0930 \u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u092a\u0942\u091b\u0924\u093e\u091b\u0964 \u0907\u0938\u0938\u0947 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0930\u0923\u0928\u0940\u0924\u093f\u0915, \u092d\u093e\u0935\u0928\u093e\u0924\u094d\u092e\u0915 \u0914\u0930 \u091c\u091f\u093f\u0932 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0935\u093e\u0926\u094b\u0902 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u0939\u093e\u0901 \u092e\u093e\u0928\u0935\u0940\u092f \u0938\u094d\u092a\u0930\u094d\u0936 \u0938\u092c\u0938\u0947 \u0905\u0927\u093f\u0915 \u092e\u093e\u092f\u0928\u0947 \u0930\u0916\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Design clear \u201chuman moments\u201d into every journey: scheduled annual strategy calls, proactive check ins after market volatility, or life event reviews. Give clients easy options to escalate from chatbots or portals to real people via secure messaging, phone, or video with full context from the CRM so they never need to repeat themselves.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-main-data-privacy-concerns-when-using-ai-and-analytics-in-finance\">\u0935\u093f\u0924\u094d\u0924 \u092e\u0947\u0902 \u090f\u0906\u0908 \u0914\u0930 \u090f\u0928\u093e\u0932\u093f\u091f\u093f\u0915\u094d\u0938 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u092e\u0941\u0916\u094d\u092f \u0921\u0947\u091f\u093e \u0917\u094b\u092a\u0928\u0940\u092f\u0924\u093e \u0938\u0902\u092c\u0902\u0927\u0940 \u091a\u093f\u0902\u0924\u093e\u090f\u0901 \u0915\u094d\u092f\u093e \u0939\u0948\u0902?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092e\u0941\u0916\u094d\u092f \u091a\u093f\u0902\u0924\u093e\u090f\u0901 \u092e\u0947\u0902 \u0924\u0940\u0938\u0930\u0947 \u092a\u0915\u094d\u0937\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0905\u0928\u0927\u093f\u0915\u0943\u0924 \u0921\u0947\u091f\u093e \u0938\u093e\u091d\u093e\u0915\u0930\u0923, \u0905\u0928\u0941\u092e\u094b\u0926\u093f\u0924 \u0905\u0927\u093f\u0915\u093e\u0930\u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u0915\u0947 \u092c\u093e\u0939\u0930 \u0921\u0947\u091f\u093e \u0938\u0902\u0938\u093e\u0927\u093f\u0924 \u0915\u0930\u0928\u093e, \u0914\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0921\u0947\u091f\u093e \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0910\u0938\u0947 \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u0930\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948 \u091c\u093f\u0928\u094d\u0939\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0938\u094d\u092a\u0937\u094d\u091f \u0930\u0942\u092a \u0938\u0947 \u0928\u0939\u0940\u0902 \u092c\u0924\u093e\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964 \u091c\u092c \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0909\u092a\u092d\u094b\u0915\u094d\u0924\u093e-\u0938\u094d\u0924\u0930\u0940\u092f \u090f\u0906\u0908 \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u091c\u094b \u0938\u093e\u0930\u094d\u0935\u091c\u0928\u093f\u0915 \u0915\u094d\u0932\u093e\u0909\u0921 \u092e\u0947\u0902 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0932\u0940\u0915 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0924\u094b \u092f\u0947 \u091c\u094b\u0916\u093f\u092e \u0914\u0930 \u092c\u0922\u093c \u091c\u093e\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928 \u091c\u094b\u0916\u093f\u092e\u094b\u0902 \u0915\u094b \u0915\u092e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u0921\u0947\u091f\u093e \u0915\u094b \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u093c\u0930\u0932\u0948\u0902\u0921 \u091c\u0948\u0938\u0947 \u0905\u0928\u0941\u092a\u093e\u0932\u0928\u0915\u093e\u0930\u0940 \u0921\u0947\u091f\u093e \u0938\u0947\u0902\u091f\u0930\u094b\u0902 \u092e\u0947\u0902 \u0939\u094b\u0938\u094d\u091f \u0915\u0930\u0947\u0902, \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0909\u0926\u094d\u092f\u094b\u0917\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u090f \u0917\u090f \u090f\u0906\u0908 \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0947\u0902, \u0914\u0930 \u090f\u0906\u0908 \u0909\u092a\u092f\u094b\u0917 \u092e\u093e\u092e\u0932\u094b\u0902 \u0915\u094b \u0921\u093f\u091c\u093e\u0907\u0928 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u0915\u093e\u0928\u0942\u0928\u0940 \u090f\u0935\u0902 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u091f\u0940\u092e\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u093e\u0930\u0902\u092d\u093f\u0915 \u091a\u0930\u0923 \u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0915\u0930\u0947\u0902\u0964 \u0938\u092d\u0940 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0914\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\u0915\u0930\u0923 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u093e\u0928\u0942\u0928\u0940 \u0906\u0927\u093e\u0930 \u0914\u0930 \u0938\u0939\u092e\u0924\u093f \u0915\u093e \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u0940\u0915\u0930\u0923 \u0915\u0930\u0947\u0902, \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u0940 \u0938\u0902\u091a\u093e\u0930 \u092c\u0928\u093e\u090f \u0930\u0916\u0947\u0902 \u0915\u093f \u0909\u0928\u0915\u093e \u0921\u0947\u091f\u093e \u0915\u0948\u0938\u0947 \u0909\u092a\u092f\u094b\u0917 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-clients-see-results-from-cx-improvements-in-financial-services\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 (CX) \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930\u094b\u0902 \u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u093f\u0924\u0928\u0940 \u091c\u0932\u094d\u0926\u0940 \u092a\u0930\u093f\u0923\u093e\u092e \u0926\u0947\u0916 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0915\u0941\u091b \u0932\u093e\u092d \u0936\u0940\u0918\u094d\u0930 \u0939\u0940 \u0926\u093f\u0916\u093e\u0908 \u0926\u0947\u0924\u0947 \u0939\u0948\u0902\u0964 \u092a\u094d\u0930\u092e\u0941\u0916 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0921\u093f\u091c\u093f\u091f\u0932 \u0915\u0930\u0928\u0947 \u0915\u0947 3\u20136 \u092e\u0939\u0940\u0928\u094b\u0902 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0938\u092e\u092f \u092e\u0947\u0902 \u0915\u092e\u0940, \u0936\u093f\u0915\u093e\u092f\u0924\u094b\u0902 \u092e\u0947\u0902 \u0915\u092e\u0940 \u0914\u0930 \u0916\u0930\u0940\u0926\u094b\u0924\u094d\u0924\u0930 \u0938\u092e\u0930\u094d\u0925\u0928 \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u092a\u094b\u0930\u094d\u091f\u0932 \u0905\u092a\u0928\u093e\u0928\u0947 \u0914\u0930 \u0938\u094d\u0935-\u0938\u0947\u0935\u093e \u0909\u092a\u092f\u094b\u0917 \u092e\u0947\u0902 \u0906\u092e\u0924\u094c\u0930 \u092a\u0930 \u0932\u0949\u0928\u094d\u091a \u0915\u0947 \u092a\u0939\u0932\u0947 \u0924\u093f\u092e\u093e\u0939\u0940 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0935\u0943\u0926\u094d\u0927\u093f \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u092b\u093e\u0926\u093e\u0930\u0940, \u0915\u094d\u0930\u0949\u0938-\u0938\u0947\u0932 \u0938\u092b\u0932\u0924\u093e \u0914\u0930 AUM \u0935\u0943\u0926\u094d\u0927\u093f \u092a\u0930 \u0917\u0939\u0930\u0947 \u092a\u094d\u0930\u092d\u093e\u0935 \u0906\u092e \u0924\u094c\u0930 \u092a\u0930 12\u201324 \u092e\u0939\u0940\u0928\u094b\u0902 \u092e\u0947\u0902 \u0909\u092d\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u092c \u0928\u0908 \u092f\u093e\u0924\u094d\u0930\u093e\u090f\u0901 \u092a\u0930\u093f\u092a\u0915\u094d\u0935 \u0939\u094b\u0924\u0940 \u0939\u0948\u0902 \u0914\u0930 \u0938\u093e\u0902\u0938\u094d\u0915\u0943\u0924\u093f\u0915 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u091c\u0921\u093c\u0947\u0902 \u091c\u092e\u093e\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0925\u093e\u0930\u094d\u0925\u0935\u093e\u0926\u0940 \u092e\u0940\u0932 \u0915\u0947 \u092a\u0924\u094d\u0925\u0930 \u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u0915\u0930\u0947\u0902 \u0914\u0930 \u0917\u0924\u093f \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0902\u0924\u0930\u093f\u0915 \u0930\u0942\u092a \u0938\u0947 \u0936\u0941\u0930\u0941\u0906\u0924\u0940 \u0938\u092b\u0932\u0924\u093e\u0913\u0902 \u0915\u094b \u0938\u093e\u091d\u093e \u0915\u0930\u0947\u0902\u0964 CX \u0928\u093f\u0935\u0947\u0936 \u0915\u093e \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0914\u091a\u093f\u0924\u094d\u092f \u0938\u092e\u092f \u0915\u0947 \u0938\u093e\u0925 \u092c\u0922\u093c\u0924\u093e \u091c\u093e\u0924\u093e \u0939\u0948 \u0915\u094d\u092f\u094b\u0902\u0915\u093f \u0938\u0941\u0927\u093e\u0930 \u090f\u0915-\u0926\u0942\u0938\u0930\u0947 \u092a\u0930 \u0906\u0927\u093e\u0930\u093f\u0924 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-moving-forward-with-client-experience-excellence\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0909\u0924\u094d\u0915\u0943\u0937\u094d\u091f\u0924\u093e \u0915\u0947 \u0938\u093e\u0925 \u0906\u0917\u0947 \u092c\u0922\u093c\u0928\u093e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Improving client experience in financial services isn\u2019t optional it\u2019s the path to sustainable competitive advantage in an industry where products and fees are increasingly commoditised. Institutions that create seamless, personalised, and secure experiences will capture more than just customer satisfaction; they\u2019ll build lasting trust that translates to higher AUM, stronger retention, and more services per client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The technology exists today to deliver experiences that meet and exceed what clients encounter in consumer technology. InvestGlass provides the integrated platform CRM, client portal, digital onboarding, portfolio management, and AI tools all hosted within Swiss data sovereignty standards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0938\u0935\u093e\u0932 \u092f\u0939 \u0928\u0939\u0940\u0902 \u0939\u0948 \u0915\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0926\u0940 \u091c\u093e\u090f \u092f\u093e \u0928\u0939\u0940\u0902, \u092c\u0932\u094d\u0915\u093f \u092f\u0939 \u0939\u0948 \u0915\u093f \u0906\u092a \u0915\u093f\u0924\u0928\u0940 \u0924\u0947\u091c\u0940 \u0938\u0947 \u0915\u093e\u0930\u094d\u0930\u0935\u093e\u0908 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/strong> \u092f\u093e\u0924\u094d\u0930\u093e \u092e\u093e\u0928\u091a\u093f\u0924\u094d\u0930\u0923 \u0938\u0947 \u0936\u0941\u0930\u0941\u0906\u0924 \u0915\u0930\u0947\u0902, \u0905\u092a\u0928\u0940 \u0938\u092c\u0938\u0947 \u0905\u0927\u093f\u0915 \u0905\u0935\u0930\u094b\u0927\u094b\u0902 \u0935\u093e\u0932\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0921\u093f\u091c\u093f\u091f\u0932 \u0915\u0930\u0947\u0902, \u0914\u0930 \u0932\u0917\u093e\u0924\u093e\u0930 \u092e\u093e\u092a\u0924\u0947 \u0930\u0939\u0947\u0902\u0964 \u091c\u094b \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0905\u092c \u0928\u093f\u0930\u094d\u0923\u093e\u092f\u0915 \u0915\u0926\u092e \u0909\u0920\u093e\u090f\u0902\u0917\u0947, \u0935\u0947 \u0917\u094d\u0930\u093e\u0939\u0915-\u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0935\u093f\u0924\u094d\u0924 \u0915\u0947 \u0905\u0917\u0932\u0947 \u092f\u0941\u0917 \u0915\u094b \u092a\u0930\u093f\u092d\u093e\u0937\u093f\u0924 \u0915\u0930\u0947\u0902\u0917\u0947\u0964.<\/p>","protected":false},"excerpt":{"rendered":"<p>Client experience in finance has become a board level priority since 2020, driven by COVID era digital acceleration, fintech disruption, and rising customer expectations that now rival any consumer technology standard. Why Client Experience Matters in Financial Services By 2025, over 80% of financial organisations recognise customer experience as their key differentiator more important than [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48991,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,35,95],"class_list":["post-48918","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-for-banking","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Improve Client Experience in Finance | InvestGlass<\/title>\n<meta name=\"description\" content=\"Client experience in finance has become a board level priority since 2020, driven by COVID era digital acceleration, fintech 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