{"id":49262,"date":"2026-05-31T11:03:24","date_gmt":"2026-05-31T09:03:24","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49262"},"modified":"2026-05-27T11:10:24","modified_gmt":"2026-05-27T09:10:24","slug":"%e0%a4%95%e0%a5%8d%e0%a4%b2%e0%a4%be%e0%a4%87%e0%a4%82%e0%a4%9f-%e0%a4%b2%e0%a4%be%e0%a4%87%e0%a4%ab%e0%a4%b8%e0%a4%be%e0%a4%87%e0%a4%95%e0%a4%bf%e0%a4%b2-%e0%a4%ae%e0%a5%88%e0%a4%a8%e0%a5%87%e0%a4%9c","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/hi\/how-does-client-lifecycle-management-improve-private-banking-services\/","title":{"rendered":"\u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0932\u093e\u0907\u092b\u093c\u0938\u093e\u0907\u0915\u094d\u0915\u0932 \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f (Client Lifecycle Management) \u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0938\u0947\u0935\u093e\u0913\u0902 \u092e\u0947\u0902 \u0915\u0948\u0938\u0947 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0924\u093e \u0939\u0948?"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%97%e0%a5%8d%e0%a4%b0%e0%a4%be%e0%a4%b9%e0%a4%95-%e0%a4%9c%e0%a5%80%e0%a4%b5%e0%a4%a8%e0%a4%9a%e0%a4%95%e0%a5%8d%e0%a4%b0-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%a8\/\" target=\"_self\">\u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0932\u093e\u0907\u092b\u093c\u0938\u093e\u0907\u0915\u094d\u0932\u092e\u0948\u0928\u093f\u092e\u0947\u0902\u091f<\/a> (CLM) \u092a\u094d\u0930\u093e\u0930\u0902\u092d\u093f\u0915 \u092a\u094d\u0930\u0949\u0938\u094d\u092a\u0947\u0915\u094d\u091f\u093f\u0902\u0917 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0938\u0902\u0930\u091a\u093f\u0924 \u0911\u092b\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0924\u0915 \u0909\u091a\u094d\u091a \u0915\u0941\u0932 \u0938\u0902\u092a\u0924\u094d\u0924\u093f (HNI) \u0914\u0930 \u0905\u0924\u093f \u0909\u091a\u094d\u091a \u0915\u0941\u0932 \u0938\u0902\u092a\u0924\u094d\u0924\u093f (UHNI) \u0935\u093e\u0932\u0947 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u0947 \u0935\u094d\u092f\u093e\u092a\u0915 \u0938\u092e\u0928\u094d\u0935\u092f \u0915\u093e \u092a\u094d\u0930\u0924\u093f\u0928\u093f\u0927\u093f\u0924\u094d\u0935 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0942\u0930\u094b\u092a \u0914\u0930 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0915\u093e\u092e \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f, CLM \u092c\u0948\u0915-\u0911\u092b\u093f\u0938 \u092a\u094d\u0930\u0936\u093e\u0938\u0928\u093f\u0915 \u0915\u093e\u0930\u094d\u092f \u0938\u0947 \u0935\u093f\u0915\u0938\u093f\u0924 \u0939\u094b\u0915\u0930 \u090f\u0915 \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u0915\u094d\u0937\u092e\u0924\u093e \u092c\u0928 \u0917\u092f\u093e \u0939\u0948 \u091c\u094b \u0938\u0940\u0927\u0947 \u0924\u094c\u0930 \u092a\u0930 \u0930\u093e\u091c\u0938\u094d\u0935 \u0935\u0943\u0926\u094d\u0927\u093f, \u0935\u093f\u0928\u093f\u092f\u093e\u092e\u0915 \u0938\u094d\u0925\u093f\u0924\u093f \u0914\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0915\u094b \u092a\u094d\u0930\u092d\u093e\u0935\u093f\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u0932\u0947\u0916 \u0907\u0938 \u092c\u093e\u0924 \u0915\u0940 \u092a\u0930\u0940\u0915\u094d\u0937\u093e \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0906\u091c \u0915\u0947 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0940\u090f\u0932\u090f\u092e (CLM) \u0915\u093e \u0915\u094d\u092f\u093e \u0905\u0930\u094d\u0925 \u0939\u0948, 2024 \u092e\u0947\u0902 \u092f\u0939 \u0915\u094d\u092f\u094b\u0902 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948, \u0914\u0930 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 (InvestGlass) \u091c\u0948\u0938\u0940 \u0924\u0915\u0928\u0940\u0915 \u092a\u0942\u0930\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0948\u0938\u0947 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964 \u0939\u092e \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 \u0915\u093e \u092a\u0924\u093e \u0932\u0917\u093e\u0924\u0947 \u0939\u0948\u0902, \u0938\u0947 \u0932\u0947\u0915\u0930 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%95%e0%a5%89%e0%a4%b0%e0%a5%8d%e0%a4%aa%e0%a5%8b%e0%a4%b0%e0%a5%87%e0%a4%9f-%e0%a4%ac%e0%a5%88%e0%a4%82%e0%a4%95%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%95%e0%a5%87-%e0%a4%b2%e0%a4%bf%e0%a4%8f\/\" target=\"_self\">\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917<\/a> \u0914\u0930 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u0947 \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, \u0938\u092e\u092f-\u0938\u092e\u092f \u092a\u0930 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0914\u0930 \u0905\u0902\u0924\u0924\u0903 \u0911\u092b\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0924\u0915\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0942\u0930\u094b\u092a\u0940\u092f \u0914\u0930 \u0938\u094d\u0935\u093f\u0938 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915 \u092e\u093e\u0930\u094d\u091c\u093f\u0928 \u0938\u0902\u0915\u0941\u091a\u0928 \u0938\u0939\u093f\u0924 \u0924\u0940\u0935\u094d\u0930 \u0926\u092c\u093e\u0935\u094b\u0902 \u0915\u093e \u0938\u093e\u092e\u0928\u093e \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0936\u0941\u0926\u094d\u0927 \u092c\u094d\u092f\u093e\u091c \u092e\u093e\u0930\u094d\u091c\u093f\u0928 2023 \u0924\u0915 11 \u0906\u0927\u093e\u0930 \u0905\u0902\u0915 \u0938\u0947 \u0928\u0940\u091a\u0947 \u0906 \u0917\u092f\u093e \u0939\u0948\u0964 FINMA \u092a\u0930\u093f\u092a\u0924\u094d\u0930\u094b\u0902, MiFID II \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902, 100 \u0938\u0947 \u0905\u0927\u093f\u0915 \u0905\u0927\u093f\u0915\u093e\u0930\u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u092e\u0947\u0902 CRS \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930 \u0938\u0942\u091a\u0928\u093e \u0906\u0926\u093e\u0928-\u092a\u094d\u0930\u0926\u093e\u0928, \u0914\u0930 FATCA \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0926\u093e\u092f\u093f\u0924\u094d\u0935\u094b\u0902 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0928\u093f\u092f\u093e\u092e\u0915 \u091c\u093e\u0902\u091a \u0914\u0930 \u0924\u0940\u0935\u094d\u0930 \u0939\u094b\u0924\u0940 \u091c\u093e \u0930\u0939\u0940 \u0939\u0948\u0964 \u0907\u0938 \u092c\u0940\u091a, \u0939\u093e\u0932\u093f\u092f\u093e \u0921\u0947\u0932\u0949\u0907\u091f \u0938\u0930\u094d\u0935\u0947\u0915\u094d\u0937\u0923\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930, 72% \u0909\u091a\u094d\u091a-\u0928\u0947\u091f-\u0935\u0930\u094d\u0925 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u092f\u094b\u0902 (HNWIs) \u0905\u092c \u092e\u094b\u092c\u093e\u0907\u0932-\u092a\u094d\u0930\u0925\u092e \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0915\u0940 \u092e\u093e\u0902\u0917 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u092b\u093f\u0930 \u092d\u0940 \u0935\u0947 \u0905\u0924\u094d\u092f\u0927\u093f\u0915 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0947\u0935\u093e \u0935\u093f\u0924\u0930\u0923 \u0915\u0940 \u0909\u092e\u094d\u092e\u0940\u0926 \u0915\u0930\u0924\u0947 \u0939\u0948\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 \u090f\u0915 \u0938\u094d\u0935\u093f\u0938 \u0915\u0902\u092a\u0928\u0940 \u0939\u0948\u0964 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b8%e0%a4%82%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ad%e0%a5%81-%e0%a4%95%e0%a4%be-%e0%a4%85%e0%a4%b0%e0%a5%8d%e0%a4%a5-%e0%a4%95%e0%a5%8d%e0%a4%af%e0%a4%be-%e0%a4%b9%e0%a5%88\/\" target=\"_self\">\u0938\u093e\u0930\u094d\u0935\u092d\u094c\u092e<\/a> investglass \u090f\u0915 \u0910\u0938\u093e \u0938\u0940\u0906\u0930\u090f\u092e \u0914\u0930 \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u0949\u0930\u094d\u092e \u0939\u0948 \u091c\u093f\u0938\u0947 \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u0905\u092e\u0947\u0930\u093f\u0915\u0940 \u0914\u0930 \u091a\u0940\u0928\u0940 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u0947 \u092f\u0942\u0930\u094b\u092a\u0940\u092f \u0935\u093f\u0915\u0932\u094d\u092a \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u0915\u0947 \u0921\u0947\u091f\u093e \u0938\u0947\u0902\u091f\u0930\u094d\u0938 \u092f\u093e \u0911\u0928-\u092a\u094d\u0930\u093f\u092e\u093e\u0907\u0938\u0947\u0938 \u092e\u0947\u0902 \u0921\u0947\u091f\u093e \u0939\u094b\u0938\u094d\u091f \u0915\u0930\u0915\u0947, investglass \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0909\u0928\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0915\u0940 \u0930\u0915\u094d\u0937\u093e \u0915\u0930\u0924\u093e \u0939\u0948, \u0924\u0925\u093e \u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u094b \u0935\u093f\u0926\u0947\u0936\u0940 \u0915\u093e\u0928\u0942\u0928 \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u0905\u0924\u093f\u0930\u093f\u0915\u094d\u0924 \u092a\u094d\u0930\u093e\u0926\u0947\u0936\u093f\u0915 \u091c\u094b\u0916\u093f\u092e\u094b\u0902 \u0938\u0947 \u092c\u091a\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png\" alt=\"\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 - \u0926 \u0938\u094d\u0935\u093f\u0938 \u0938\u094b\u0935\u0930\u0947\u0928 \u0938\u0940\u0906\u0930\u090f\u092e\" class=\"wp-image-49341\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global.png 1384w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 - \u0926 \u0938\u094d\u0935\u093f\u0938 \u0938\u094b\u0935\u0930\u0947\u0928 \u0938\u0940\u0906\u0930\u090f\u092e<\/figcaption><\/figure>\n\n\n\n<h2 id=\"h-why-client-lifecycle-management-matters-in-modern-private-banking\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_Client_Lifecycle_Management_Matters_in_Modern_Private_Banking\"><\/span>\u0906\u0927\u0941\u0928\u093f\u0915 \u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092e\u0947\u0902 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0932\u093e\u0907\u092b\u093c\u0938\u093e\u0907\u0915\u093f\u0932 \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f (\u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928) \u0915\u094d\u092f\u094b\u0902 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0924\u0947\u091c\u0940 \u0938\u0947 \u0905\u0927\u093f\u0917\u094d\u0930\u0939\u0923, \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0932\u093e\u0917\u0924 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923, \u0914\u0930 \u0924\u094d\u0930\u0941\u091f\u093f\u0939\u0940\u0928 \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0947 \u091c\u0930\u093f\u090f \u0938\u0940\u0927\u0947 \u0930\u093e\u091c\u0938\u094d\u0935 \u0935\u0943\u0926\u094d\u0927\u093f \u0938\u0947 \u091c\u0941\u0921\u093c\u0924\u093e \u0939\u0948\u0964 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915 \u091c\u094b \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0938\u092e\u092f \u0915\u094b \u0909\u0926\u094d\u092f\u094b\u0917 \u0915\u0947 \u0914\u0938\u0924 40 \u0938\u0947 60 \u0926\u093f\u0928\u094b\u0902 \u0938\u0947 \u0918\u091f\u093e\u0915\u0930 10 \u0926\u093f\u0928\u094b\u0902 \u0938\u0947 \u0915\u092e \u0915\u0930 \u0926\u0947\u0924\u0947 \u0939\u0948\u0902, \u0935\u0947 \u0938\u093e\u0932\u093e\u0928\u093e 15 \u0938\u0947 20% \u0924\u0915 \u0928\u090f \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u092a\u094d\u0930\u092f\u093e\u0938\u094b\u0902 \u0915\u094b 70% \u0924\u0915 \u0915\u092e \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948, \u0938\u093e\u0925 \u0939\u0940 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0935\u093f\u092b\u0932\u0924\u093e\u0913\u0902 \u0938\u0947 \u092d\u0940 \u092c\u091a\u093e \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0928\u0915\u0947 \u0915\u093e\u0930\u0923 2022 \u092e\u0947\u0902 \u0915\u0947\u0935\u0932 \u090f\u090f\u092e\u090f\u0932 (AML) \u091a\u0942\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u0915\u0947 \u092c\u0948\u0902\u0915\u094b\u0902 \u092a\u0930 100 \u092e\u093f\u0932\u093f\u092f\u0928 CHF \u0938\u0947 \u0905\u0927\u093f\u0915 \u0915\u093e \u091c\u0941\u0930\u094d\u092e\u093e\u0928\u093e \u0932\u0917\u093e\u092f\u093e \u0917\u092f\u093e \u0925\u093e\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0916\u0902\u0921\u093f\u0924 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u093e\u0901 \u092a\u0930\u094d\u092f\u093e\u092a\u094d\u0924 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u091c\u094b\u0916\u093f\u092e \u0909\u0924\u094d\u092a\u0928\u094d\u0928 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902\u0964 \u0915\u0908 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915 \u0905\u092d\u0940 \u092d\u0940 \u0932\u0940\u0921 \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917 \u0915\u0947 \u0932\u093f\u090f \u0938\u094d\u092a\u094d\u0930\u0947\u0921\u0936\u0940\u091f, \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0938\u092e\u0928\u094d\u0935\u092f \u0915\u0947 \u0932\u093f\u090f \u0908\u092e\u0947\u0932 \u0936\u094d\u0930\u0943\u0902\u0916\u0932\u093e\u0913\u0902, \u0914\u0930 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u093e\u0917\u091c\u0940 \u0939\u0938\u094d\u0924\u093e\u0915\u094d\u0937\u0930\u094b\u0902 \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930 \u0939\u0948\u0902\u0964 \u092f\u0947 \u092e\u0948\u0928\u0941\u0905\u0932 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0901 \u0921\u0947\u091f\u093e \u0938\u093e\u0907\u0932\u094b \u0909\u0924\u094d\u092a\u0928\u094d\u0928 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932\u093f\u0902\u0917 \u092e\u0947\u0902 \u0924\u094d\u0930\u0941\u091f\u093f \u0926\u0930 25% \u0924\u0915 \u092a\u0939\u0941\u0901\u091a \u091c\u093e\u0924\u0940 \u0939\u0948, \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u092a\u0941\u0928\u0930\u094d\u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u092e\u0947\u0902 \u0926\u0947\u0930\u0940 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u0932\u0902\u092c\u0940 \u0905\u0935\u0927\u093f \u0915\u0947 \u0906\u0935\u0927\u093f\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0901 \u0939\u094b\u0924\u0940 \u0939\u0948\u0902, \u0914\u0930 \u0918\u091f\u0947 \u0939\u0941\u090f \u0928\u0947\u091f \u092a\u094d\u0930\u092e\u094b\u091f\u0930 \u0938\u094d\u0915\u094b\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u0932\u093e\u092f\u0928 \u0915\u094b 12 \u0938\u0947 15% \u0924\u0915 \u092c\u0922\u093c\u093e \u0926\u0947\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u0940 \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u0928\u093e\u091f\u0915\u0940\u092f \u0930\u0942\u092a \u0938\u0947 \u092c\u0926\u0932 \u0917\u092f\u093e \u0939\u0948\u0964 \u092b\u093f\u0928\u091f\u0947\u0915 \u0914\u0930 \u0928\u093f\u092f\u094b\u092c\u0948\u0902\u0915 \u0905\u092c \u0908\u0906\u0908\u0921\u0940\u090f\u090f\u0938-\u0905\u0928\u0941\u092a\u093e\u0932\u0915 \u0935\u0940\u0921\u093f\u092f\u094b \u0938\u0924\u094d\u092f\u093e\u092a\u0928 \u0914\u0930 24\/7 \u090f\u0906\u0908-\u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0938\u0947\u0935\u093e \u0915\u0947 \u0938\u093e\u0925 \u0924\u0924\u094d\u0915\u093e\u0932 \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 2020 \u0938\u0947 \u092f\u0942\u0930\u094b\u092a\u0940\u092f \u090f\u091a\u090f\u0928\u0921\u092c\u094d\u0932\u094d\u092f\u0942\u0906\u0908 \u0916\u0902\u0921\u094b\u0902 \u092e\u0947\u0902 30% \u092c\u093e\u091c\u093e\u0930 \u0939\u093f\u0938\u094d\u0938\u0947\u0926\u093e\u0930\u0940 \u0935\u0943\u0926\u094d\u0927\u093f \u0939\u093e\u0938\u093f\u0932 \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902\u0964 2010 \u0938\u0947 \u092a\u0939\u0932\u0947 \u0915\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u092e\u0947\u0902 \u092b\u0902\u0938\u0947 \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915 \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u091c\u091f\u093f\u0932 \u0938\u0902\u0930\u091a\u0928\u093e\u0913\u0902 \u0938\u0939\u093f\u0924 \u0938\u0902\u0918\u0930\u094d\u0937 \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902, \u091c\u093f\u0928\u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u092a\u093e\u0930\u093f\u0935\u093e\u0930\u093f\u0915 \u0915\u093e\u0930\u094d\u092f\u093e\u0932\u092f \u091c\u093f\u0928\u094d\u0939\u0947\u0902 \u092c\u0939\u0941-\u0928\u094d\u092f\u093e\u092f\u093f\u0915 \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u093e\u0927\u093f\u0915\u093e\u0930 \u0932\u093e\u092d\u093e\u0928\u094d\u0935\u093f\u0924 \u0938\u094d\u0935\u093e\u092e\u093f\u0924\u094d\u0935 \u0916\u0941\u0932\u093e\u0938\u0947 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e 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\u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u0940\u0915\u0930\u0923 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b\u0924\u0940 \u0939\u0948<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CLM \u090f\u0915 \u090f\u0915\u0932 \u0909\u092a\u0915\u0930\u0923 \u0915\u0947 \u092c\u091c\u093e\u092f \u090f\u0915 \u090f\u0902\u0921-\u091f\u0942-\u090f\u0902\u0921 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u092e\u0949\u0921\u0932 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0924\u093e \u0939\u0948\u0964 InvestGlass \u091c\u0948\u0938\u0947 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092a\u0942\u0930\u0947 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092e\u0947\u0902 \u0921\u0947\u091f\u093e, \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u091a\u093e\u0930 \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 40% \u0924\u0947\u091c\u093c \u0906\u0935\u0927\u093f\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0902 \u0914\u0930 \u092c\u0947\u0939\u0924\u0930 \u0915\u094d\u0930\u0949\u0938-\u0938\u0947\u0932 \u0905\u0928\u0941\u092a\u093e\u0924 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964 \u090f\u0915 \u0938\u094d\u0935\u093f\u0938 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915 \u091c\u094b <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%95%e0%a5%87%e0%a4%b5%e0%a4%be%e0%a4%88%e0%a4%b8%e0%a5%80-%e0%a4%b8%e0%a4%a4%e0%a5%8d%e0%a4%af%e0%a4%be%e0%a4%aa%e0%a4%a8-%e0%a4%95%e0%a5%8b-%e0%a4%b8%e0%a5%8d%e0%a4%b5%e0%a4%9a%e0%a4%be\/\" target=\"_self\">\u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0947\u0935\u093e\u0908\u0938\u0940<\/a> API-\u0932\u093f\u0902\u0915\u094d\u0921 \u092a\u094d\u0930\u0924\u093f\u092c\u0902\u0927 \u0938\u094d\u0915\u094d\u0930\u0940\u0928\u093f\u0902\u0917 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0930\u093e\u091c\u0928\u0940\u0924\u093f \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u092f\u094b\u0902 (PEP) \u0915\u0947 \u0932\u093f\u090f \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u091a\u0915\u094d\u0930 \u0915\u094b 30 \u0926\u093f\u0928\u094b\u0902 \u0938\u0947 \u0918\u091f\u093e\u0915\u0930 72 \u0918\u0902\u091f\u0947 \u0915\u0930 \u0926\u093f\u092f\u093e \u0917\u092f\u093e, \u091c\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0935\u094d\u092f\u093e\u0935\u0939\u093e\u0930\u093f\u0915 \u092a\u094d\u0930\u092d\u093e\u0935 \u0915\u094b \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 id=\"h-key-stages-of-the-private-banking-client-lifecycle\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Key_Stages_of_the_Private_Banking_Client_Lifecycle\"><\/span>\u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928 \u091a\u0915\u094d\u0930 \u0915\u0947 \u092e\u0941\u0916\u094d\u092f \u091a\u0930\u0923<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092e\u0947\u0902 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0932\u093e\u0907\u092b\u0938\u093e\u0907\u0915\u093f\u0932 (\u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928 \u091a\u0915\u094d\u0930) \u092a\u0939\u0932\u0947 \u0938\u0902\u092a\u0930\u094d\u0915 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0911\u092b\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0924\u0915 \u090f\u0915 \u0938\u0902\u0930\u091a\u093f\u0924 \u0915\u094d\u0930\u092e \u0915\u093e \u0905\u0928\u0941\u0938\u0930\u0923 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u091a\u0930\u0923 \u0921\u093f\u091c\u093f\u091f\u0932\u0940\u0915\u0930\u0923 \u0915\u0947 \u0910\u0938\u0947 \u0905\u0935\u0938\u0930 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u091c\u094b \u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0915\u094b \u0905\u0932\u0917 \u092a\u0939\u091a\u093e\u0928 \u0926\u0947\u0928\u0947 \u0935\u093e\u0932\u0940 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0947\u0935\u093e \u0915\u094b \u092c\u0928\u093e\u090f \u0930\u0916\u0924\u0947 \u0939\u0941\u090f \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0924\u0932\u093e\u0936\u0928\u093e \u0914\u0930 \u0932\u0940\u0921 \u092a\u094d\u0930\u092c\u0902\u0927\u0928<\/strong> \u0938\u0947 \u0936\u0941\u0930\u0942 \u0939\u094b\u0924\u093e \u0939\u0948 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ac%e0%a5%88%e0%a4%82%e0%a4%95%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%95%e0%a5%8d%e0%a4%b7%e0%a5%87%e0%a4%a4%e0%a5%8d%e0%a4%b0-%e0%a4%ae%e0%a5%87%e0%a4%82-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ad\/\" target=\"_self\">\u0930\u093f\u0936\u094d\u0924\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0915<\/a> \u0914\u0930 \u092c\u093f\u091c\u0928\u0947\u0938 \u0921\u0947\u0935\u0932\u092a\u0930\u094d\u0938 \u0935\u0947\u0932\u094d\u0925 \u092b\u094b\u0930\u092e, \u092b\u0948\u092e\u093f\u0932\u0940 \u0911\u092b\u093f\u0938 \u0930\u0947\u092b\u0930\u0932, \u0914\u0930 \u0935\u0915\u0940\u0932\u094b\u0902 \u0914\u0930 \u0932\u0947\u0916\u093e\u0915\u093e\u0930\u094b\u0902 \u091c\u0948\u0938\u0947 \u092c\u093e\u0939\u0930\u0940 \u0907\u0902\u091f\u094d\u0930\u094b\u0921\u094d\u092f\u0942\u0938\u0930 \u0938\u0939\u093f\u0924 \u0939\u093e\u0908-\u091f\u091a \u091a\u0948\u0928\u0932\u094b\u0902 \u0938\u0947 \u0932\u0940\u0921 \u0915\u0948\u092a\u094d\u091a\u0930 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u091c\u0948\u0938\u0947 \u0935\u0947\u0932\u094d\u0925 \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f-\u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0928\u0947 \u0938\u0947 \u0908\u092e\u0947\u0932 \u0938\u093e\u0907\u0932\u094b \u0914\u0930 \u0916\u0902\u0921\u093f\u0924 \u0938\u094d\u092a\u094d\u0930\u0947\u0921\u0936\u0940\u091f \u0938\u0947 \u0921\u0947\u091f\u093e \u0939\u093e\u0928\u093f \u0938\u0947 \u092c\u091a\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b2%e0%a5%80%e0%a4%a1-%e0%a4%b8%e0%a5%8d%e0%a4%95%e0%a5%8b%e0%a4%b0%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%ae%e0%a5%89%e0%a4%a1%e0%a4%b2-%e0%a4%95%e0%a5%8d%e0%a4%af%e0%a4%be-%e0%a4%b9%e0%a5%88\/\" target=\"_self\">\u092a\u094d\u0930\u092e\u0941\u0916 \u0938\u094d\u0915\u094b\u0930\u093f\u0902\u0917<\/a> \u0905\u0932\u094d\u0917\u094b\u0930\u093f\u0926\u092e AUM \u0915\u094d\u0937\u092e\u0924\u093e, \u0930\u0947\u092b\u093c\u0930\u0932 \u0915\u0940 \u092e\u091c\u092c\u0942\u0924\u0940 \u0914\u0930 \u091c\u094b\u0916\u093f\u092e \u0938\u0902\u0915\u0947\u0924\u0915\u094b\u0902 \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0926\u0947 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0916\u0902\u0921\u093f\u0924 \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093e\u0913\u0902 \u092e\u0947\u0902 60% \u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u092e\u0947\u0902 95% \u0932\u0940\u0921\u094d\u0938 \u0939\u093e\u0938\u093f\u0932 \u0939\u094b\u0924\u0947 \u0939\u0948\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 \u0914\u0930 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u093e<\/strong> 2024 \u092e\u0947\u0902 \u0930\u093f\u092e\u094b\u091f \u0905\u0928\u093f\u0935\u093e\u0930\u094d\u092f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%aa%e0%a4%b9%e0%a4%9a%e0%a4%be%e0%a4%a8-%e0%a4%b8%e0%a4%a4%e0%a5%8d%e0%a4%af%e0%a4%be%e0%a4%aa%e0%a4%a8-%e0%a4%95%e0%a5%8d%e0%a4%af%e0%a4%be-%e0%a4%b9%e0%a5%88-%e0%a4%94%e0%a4%b0-%e0%a4%af\/\" target=\"_self\">\u092a\u0939\u091a\u093e\u0928 \u0938\u0924\u094d\u092f\u093e\u092a\u0928<\/a> \u0908\u0906\u0908\u0921\u0940\u090f\u090f\u0938 (eIDAS) \u0932\u0947\u0935\u0932 2 \u0935\u0940\u0921\u093f\u092f\u094b \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u092f\u093e \u092b\u093f\u0928\u092e\u093e (FINMA)-\u0938\u094d\u0935\u0940\u0915\u0943\u0924 \u092c\u093e\u092f\u094b\u092e\u0947\u091f\u094d\u0930\u093f\u0915 \u091f\u0942\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947\u0964 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u091a\u0930\u0923\u094b\u0902 \u092e\u0947\u0902 \u0927\u0928 \u0915\u0947 \u0938\u094d\u0930\u094b\u0924 \u0915\u0940 \u0918\u094b\u0937\u0923\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093f\u091f\u0932 \u092b\u0949\u0930\u094d\u092e, \u0938\u0940\u0906\u0930\u090f\u0938 (CRS) \u0914\u0930 \u092b\u0948\u091f\u0915\u093e (FATCA) \u091c\u0940\u0906\u0908\u0906\u0908\u090f\u0928 (GIIN) \u092a\u0902\u091c\u0940\u0915\u0930\u0923 \u0915\u0947 \u0924\u0939\u0924 \u0915\u0930 \u0938\u094d\u0935-\u092a\u094d\u0930\u092e\u093e\u0923\u0928, \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u091c\u094b\u0916\u093f\u092e \u0938\u094d\u0915\u094b\u0930\u093f\u0902\u0917 \u090f\u0915\u0940\u0915\u0930\u0923 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%aa%e0%a5%87%e0%a4%aa-%e0%a4%b8%e0%a5%88%e0%a4%82%e0%a4%95%e0%a5%8d%e0%a4%b6%e0%a4%a8-%e0%a4%b8%e0%a5%8d%e0%a4%95%e0%a5%8d%e0%a4%b0%e0%a5%80%e0%a4%a8%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%b5\/\" target=\"_self\">\u092a\u0940\u0908\u092a\u0940 \u0914\u0930 \u092a\u094d\u0930\u0924\u093f\u092c\u0902\u0927 \u0938\u094d\u0915\u094d\u0930\u0940\u0928\u093f\u0902\u0917<\/a>. \u0938\u094d\u091f\u094d\u0930\u0947\u091f-\u0925\u094d\u0930\u0942 \u092a\u094d\u0930\u094b\u0938\u0947\u0938\u093f\u0902\u0917 \u0915\u092e \u091c\u094b\u0916\u093f\u092e \u0935\u093e\u0932\u0947 \u0918\u0930\u0947\u0932\u0942 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f 80% \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0939\u093e\u0938\u093f\u0932 \u0915\u0930\u0924\u0940 \u0939\u0948, \u0939\u093e\u0932\u093e\u0902\u0915\u093f \u091c\u091f\u093f\u0932 \u0911\u092b\u0936\u094b\u0930 \u0938\u0902\u0930\u091a\u0928\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0905\u0924\u093f\u0930\u093f\u0915\u094d\u0924 \u092e\u0948\u0928\u0941\u0905\u0932 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b \u0938\u0915\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0915\u0947\u0935\u093e\u0908\u0938\u0940, \u090f\u090f\u092e\u090f\u0932 \u0914\u0930 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e<\/strong> FATF \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930, PEPs, \u091f\u094d\u0930\u0938\u094d\u091f \u0914\u0930 \u0938\u0940\u092e\u093e-\u092a\u093e\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092c\u0922\u093c\u0940 \u0939\u0941\u0908 \u0909\u091a\u093f\u0924 \u092a\u0930\u093f\u0936\u094d\u0930\u092e \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b\u0924\u0940 \u0939\u0948\u0964 CLM \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e OFAC, EU \u0914\u0930 \u0938\u094d\u0935\u093f\u0938 SECO \u0938\u0942\u091a\u093f\u092f\u094b\u0902 \u0915\u0947 \u0935\u093f\u0930\u0941\u0926\u094d\u0927 \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u094d\u0915\u094d\u0930\u0940\u0928\u093f\u0902\u0917, \u092a\u094d\u0930\u0924\u093f\u0915\u0942\u0932 \u092e\u0940\u0921\u093f\u092f\u093e \u0928\u093f\u0917\u0930\u093e\u0928\u0940, \u0914\u0930 20% \u091c\u0948\u0938\u0947 \u0925\u094d\u0930\u0947\u0936\u094b\u0932\u094d\u0921 \u0926\u094d\u0935\u093e\u0930\u093e \u091f\u094d\u0930\u093f\u0917\u0930 \u0915\u093f\u090f \u0917\u090f \u0935\u093e\u0930\u094d\u0937\u093f\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u0913\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u094b \u0914\u0938\u0924 \u0917\u0924\u093f\u0935\u093f\u0927\u093f \u0938\u0947 20% \u0938\u0947 \u0905\u0927\u093f\u0915 \u0932\u0947\u0928\u0926\u0947\u0928 \u0938\u094d\u092a\u093e\u0907\u0915 \u0915\u0947 \u0932\u093f\u090f \u0939\u094b\u0924\u0940 \u0939\u0948\u0964 MiFID II \u0915\u0947 \u0924\u0939\u0924 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u0940\u0915\u0930\u0923 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u091c\u094d\u091e\u093e\u0928, \u0905\u0928\u0941\u092d\u0935 \u0914\u0930 \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f\u094b\u0902 \u0915\u093e \u0909\u0924\u094d\u092a\u093e\u0926\u094b\u0902 \u0938\u0947 \u092e\u093f\u0932\u093e\u0928 \u0915\u0930\u0928\u093e \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948, \u0914\u0930 2023 \u0915\u0947 \u0938\u0930\u094d\u0935\u0947\u0915\u094d\u0937\u0923\u094b\u0902 \u092e\u0947\u0902 48% \u092c\u0948\u0902\u0915\u094b\u0902 \u0928\u0947 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u092e\u0947\u0902 \u0939\u094b\u0928\u0947 \u0935\u093e\u0932\u0940 \u0905\u0921\u093c\u091a\u0928\u094b\u0902 \u0915\u0947 \u0915\u093e\u0930\u0923 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u091b\u094b\u0921\u093c\u0928\u0947 \u0915\u0940 \u0938\u0942\u091a\u0928\u093e \u0926\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u091a\u093e\u0932\u0942 \u0938\u0902\u092c\u0902\u0927 \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928<\/strong> \u0935\u093f\u0935\u0947\u0915\u093e\u0928\u0941\u0938\u093e\u0930 \u0906\u0926\u0947\u0936\u094b\u0902 (\u0921\u093f\u0938\u0915\u094d\u0930\u0947\u0936\u0928\u0930\u0940 \u092e\u0948\u0902\u0921\u0947\u091f) \u0915\u0947 \u0932\u093f\u090f \u0938\u092e\u092f-\u0938\u092e\u092f \u092a\u0930 \u0939\u094b\u0928\u0947 \u0935\u093e\u0932\u0940 \u0928\u093f\u0935\u0947\u0936 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u0913\u0902 \u0915\u094b \u0936\u093e\u092e\u093f\u0932 \u0915\u0930\u0924\u093e \u0939\u0948\u0964, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%a8%e0%a4%bf%e0%a4%b5%e0%a5%87%e0%a4%b6-%e0%a4%ae%e0%a5%87%e0%a4%82-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ad%e0%a4%be%e0%a4%b5%e0%a5%80-%e0%a4%88%e0%a4%8f%e0%a4%b8%e0%a4%9c%e0%a5%80-%e0%a4%8f\/\" target=\"_self\">\u0908\u090f\u0938\u091c\u0940 \u090f\u0915\u0940\u0915\u0930\u0923<\/a> SFDR \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902, MiFID-\u0905\u0928\u0941\u0915\u0942\u0932 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u092a\u0941\u0928\u0930\u094d\u091c\u093e\u0901\u091a, \u0914\u0930 PRIIPs KID \u0938\u0939\u093f\u0924 \u0935\u093f\u0928\u093f\u092f\u093e\u092e\u0915 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930\u0964 \u0938\u092d\u0940 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u093e\u0901 \u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u0938\u0947 \u091c\u0941\u0921\u093c\u0924\u0940 \u0939\u0948\u0902 \u091c\u094b \u092a\u0942\u0930\u0940 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092f\u093e\u0924\u094d\u0930\u093e \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0939\u093f\u0924 \u0915\u0930\u094d\u0924\u0935\u094d\u092f\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092e\u093e\u0923 \u0926\u0947\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0902\u091a\u093e\u0930 \u0907\u0924\u093f\u0939\u093e\u0938 \u0915\u094b \u0932\u0949\u0917 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0906\u0935\u0927\u093f\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0901, \u0938\u0941\u0927\u093e\u0930 \u0914\u0930 \u091f\u094d\u0930\u093f\u0917\u0930 \u0918\u091f\u0928\u093e\u090f\u0901<\/strong> \u0915\u0902\u0915\u094d\u0930\u0940\u091f \u091f\u094d\u0930\u093f\u0917\u0930\u094d\u0938 \u092a\u0930 \u0938\u0915\u094d\u0930\u093f\u092f \u0939\u094b\u0924\u0947 \u0939\u0948\u0902 \u091c\u093f\u0928\u092e\u0947\u0902 \u0938\u0940\u12a0\u0a30\u090f\u0938 \u0930\u0940-\u0938\u0930\u094d\u091f\u093f\u092b\u093f\u0915\u0947\u0936\u0928 \u0915\u094b \u092c\u0922\u093c\u093e\u0935\u093e \u0926\u0947\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u0924\u0947 \u092e\u0947\u0902 \u092c\u0926\u0932\u093e\u0935, \u0927\u0928 \u0915\u0947 \u0938\u094d\u0930\u094b\u0924 \u0915\u094b \u0924\u093e\u091c\u093c\u093e \u0915\u0930\u0928\u0947 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0935\u093e\u0932\u0947 \u0906\u0908\u092a\u0940\u0913 \u0906\u092f \u091c\u0948\u0938\u0947 \u0924\u0930\u0932\u0924\u093e \u0915\u0947 \u092e\u093e\u092e\u0932\u0947, \u092a\u0940\u0922\u093c\u0940\u0917\u0924 \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932\u093f\u0902\u0917 \u0915\u094b \u091f\u094d\u0930\u093f\u0917\u0930 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0940 \u0935\u093f\u0930\u093e\u0938\u0924\u0947\u0902, \u0921\u0940\u090f\u0938\u09406 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u092f\u094b\u0917\u094d\u092f \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093e \u0915\u0947 \u0924\u0939\u0924 \u0915\u0930 \u0928\u093f\u0935\u093e\u0938 \u092e\u0947\u0902 \u092c\u0926\u0932\u093e\u0935, \u092f\u093e \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0938\u0947 \u0928\u0915\u093e\u0930\u093e\u0924\u094d\u092e\u0915 \u0938\u092e\u093e\u091a\u093e\u0930 \u0905\u0932\u0930\u094d\u091f \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u0938\u0940\u090f\u0932\u090f\u092e \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u093e\u0901 10 \u0938\u0947 30 \u0926\u093f\u0928\u094b\u0902 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0911\u0921\u093f\u091f-\u092a\u094d\u0930\u0942\u092b \u0938\u0941\u0927\u093e\u0930 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092e\u0947\u0915\u0930-\u091a\u0947\u0915\u0930 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u092d\u0947\u091c\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u0911\u092b\u093c\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0914\u0930 \u0930\u093f\u091f\u0947\u0902\u0936\u0928<\/strong> \u0938\u0902\u0930\u091a\u093f\u0924 \u0928\u093f\u0915\u093e\u0938\u094b\u0902 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u0948 \u091c\u094b FINMA \u0915\u0947 \u0930\u093f\u0915\u0949\u0930\u094d\u0921-\u0930\u0916\u0930\u0916\u093e\u0935 \u0915\u0947 10-\u0935\u0930\u094d\u0937 \u0928\u094d\u092f\u0942\u0928\u0924\u092e \u091c\u0928\u093e\u0926\u0947\u0936 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932\u094d\u0938 \u0915\u094b \u0938\u0902\u0930\u0915\u094d\u0937\u093f\u0924 \u0915\u0930\u0947\u0902, GDPR \u0905\u0928\u0941\u091a\u094d\u091b\u0947\u0926 17 \u0915\u0947 \u092e\u093f\u091f\u093e\u0928\u0947 \u0915\u0947 \u0905\u0927\u093f\u0915\u093e\u0930\u094b\u0902 \u0915\u0947 \u0935\u093f\u0930\u0941\u0926\u094d\u0927 \u0938\u0902\u0924\u0941\u0932\u093f\u0924 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u094b \u0932\u093e\u0917\u0942 \u0915\u0930\u0947\u0902, \u0914\u0930 \u090f\u0915\u0940\u0915\u0943\u0924 \u0938\u0930\u094d\u0935\u0947\u0915\u094d\u0937\u0923\u094b\u0902 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 NPS \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0947\u0902\u0964 CLM \u090f\u0928\u093e\u0932\u093f\u091f\u093f\u0915\u094d\u0938 \u0926\u094d\u0935\u093e\u0930\u093e \u0938\u0915\u094d\u0937\u092e \u0938\u0915\u094d\u0930\u093f\u092f \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923, \u091c\u094b\u0916\u093f\u092e \u092e\u0947\u0902 \u092a\u0921\u093c\u0947 85% \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0909\u0928\u0915\u0947 \u091c\u093e\u0928\u0947 \u0915\u093e \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u0938\u0947 \u092a\u0939\u0932\u0947 \u092c\u0928\u093e\u090f \u0930\u0916 \u0938\u0915\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Documents-2024-1024x701.png\" alt=\"\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u092a\u094d\u0930\u092c\u0902\u0927\u0928\" class=\"wp-image-40625\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Documents-2024-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Documents-2024-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Documents-2024-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Documents-2024-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Documents-2024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u092a\u094d\u0930\u092c\u0902\u0927\u0928<\/figcaption><\/figure>\n\n\n\n<h2 id=\"h-automating-client-lifecycle-operations-in-private-banking\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Automating_Client_Lifecycle_Operations_in_Private_Banking\"><\/span>\u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092e\u0947\u0902 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0932\u093e\u0907\u092b\u0938\u093e\u0907\u0915\u093f\u0932 \u0911\u092a\u0930\u0947\u0936\u0902\u0938 \u0915\u093e \u0938\u094d\u0935\u091a\u093e\u0932\u0928<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0905\u092c \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092e\u0947\u0902 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0932\u093e\u0907\u092b\u0938\u093e\u0907\u0915\u093f\u0932 \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f (CLM) \u0915\u093e \u0915\u0947\u0902\u0926\u094d\u0930 \u092c\u093f\u0902\u0926\u0941 \u092c\u0928 \u0917\u092f\u093e \u0939\u0948\u0964 \u0932\u093e\u0917\u0924 \u0926\u092c\u093e\u0935\u094b\u0902 \u0915\u0947 \u0915\u093e\u0930\u0923 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u093c\u0930\u0932\u0948\u0902\u0921 \u0915\u0940 \u092b\u0930\u094d\u092e\u094b\u0902 \u092e\u0947\u0902 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0916\u0930\u094d\u091a \u0930\u093e\u091c\u0938\u094d\u0935 \u0915\u093e 60 \u0938\u0947 70 \u092a\u094d\u0930\u0924\u093f\u0936\u0924 \u0924\u0915 \u0916\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964 SFDR ESG \u092a\u094d\u0930\u0915\u091f\u0940\u0915\u0930\u0923 \u0938\u0939\u093f\u0924 \u091c\u091f\u093f\u0932 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0941\u0938\u0902\u0917\u0924 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u0940\u0915\u0930\u0923 \u0915\u0940 \u092e\u093e\u0902\u0917 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964 \u0917\u094d\u0930\u093e\u0939\u0915 \u0928\u093f\u092f\u092e\u093f\u0924 \u0905\u0928\u0941\u0930\u094b\u0927\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f 24 \u0918\u0902\u091f\u0947 \u0938\u0947 \u0915\u092e \u0938\u092e\u092f \u092e\u0947\u0902 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0947 \u0915\u093e\u0930\u0915 CLM \u0915\u094b \u0905\u0932\u0917-\u0925\u0932\u0917 \u0938\u0902\u091a\u093e\u0932\u0928 \u0938\u0947 \u090f\u0915\u0940\u0915\u0943\u0924 \u092a\u093e\u0930\u093f\u0938\u094d\u0925\u093f\u0924\u093f\u0915\u0940 \u0924\u0902\u0924\u094d\u0930 \u092e\u0947\u0902 \u092c\u0926\u0932 \u0926\u0947\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0909\u0926\u094d\u092f\u094b\u0917 \u092e\u0947\u0902 \u092a\u0941\u0930\u093e\u0928\u0940 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u093e\u0901 \u092c\u0928\u0940 \u0939\u0941\u0908 \u0939\u0948\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0905\u092a\u0924\u091f\u0940\u092f (\u0911\u092b\u093c\u0936\u094b\u0930) \u0914\u0930 \u0924\u091f\u0935\u0930\u094d\u0924\u0940 (\u0911\u0928\u0938\u094b\u0930) \u0907\u0915\u093e\u0907\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0905\u0932\u0917-\u0905\u0932\u0917 \u0932\u0947\u091c\u0930 \u0915\u0947 \u0938\u093e\u0925 \u092a\u094d\u0930\u0924\u093f \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u0915\u0908 \u092c\u0941\u0915\u093f\u0902\u0917 \u0938\u093f\u0938\u094d\u091f\u092e<\/li>\n\n\n\n<li>\u092e\u0948\u0928\u0941\u0905\u0932 PDF \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0935\u093f\u0937\u094d\u091f\u093f \u0938\u0947 18% \u0924\u094d\u0930\u0941\u091f\u093f \u0926\u0930\u0947\u0902 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0939\u094b \u0930\u0939\u0940 \u0939\u0948\u0902\u0964<\/li>\n\n\n\n<li>\u0915\u0908 \u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0938\u0902\u092c\u0926\u094d\u0927 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0909\u092a\u0915\u0930\u0923<\/li>\n\n\n\n<li>\u092b\u094d\u0930\u0902\u091f-\u091f\u0942-\u092c\u0948\u0915 \u0911\u092b\u093f\u0938 \u0915\u0947 \u092c\u0940\u091a \u0915\u093e \u0935\u094d\u092f\u0935\u0927\u093e\u0928 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u094d\u091f\u0947\u091f\u093f\u0915 \u0921\u0947\u091f\u093e \u0915\u0947 \u0930\u0940\u092f\u0932-\u091f\u093e\u0907\u092e \u092e\u093f\u0932\u093e\u0928 (\u0930\u093f\u0915\u0902\u0938\u0940\u0921\u093f\u090f\u0936\u0928) \u092e\u0947\u0902 \u092c\u093e\u0927\u093e \u092c\u0928 \u0930\u0939\u093e \u0939\u0948\u0964<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u091c\u0948\u0938\u0947 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092e\u0947\u0902 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u092a\u0942\u0930\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092e\u0947\u0902 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u092e\u093e\u0928\u0915\u0940\u0915\u0943\u0924 \u0914\u0930 \u0938\u092e\u0928\u094d\u0935\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0915\u0949\u0928\u094d\u092b\u093c\u093f\u0917\u0930 \u0915\u0930\u0928\u0947 \u092f\u094b\u0917\u094d\u092f \u092a\u093e\u0907\u092a\u0932\u093e\u0907\u0928\u0947\u0902 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917, \u0924\u0930\u0932\u0924\u093e\u0939\u0940\u0928 \u0935\u093f\u0915\u0932\u094d\u092a\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0909\u0924\u094d\u092a\u093e\u0926 \u0905\u0928\u0941\u092e\u094b\u0926\u0928 \u092e\u0948\u091f\u094d\u0930\u093f\u0915\u094d\u0938, \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0938\u0940\u092e\u093e \u0917\u0923\u0928\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0915\u094d\u0930\u0947\u0921\u093f\u091f \u0932\u093e\u0907\u0928 \u0906\u0935\u0947\u0926\u0928, \u091c\u094b\u0916\u093f\u092e \u0938\u094d\u0924\u0930\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u0906\u0935\u0927\u093f\u0915 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0928\u0935\u0940\u0928\u0940\u0915\u0930\u0923, \u0914\u0930 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0938\u092e\u093e\u092a\u094d\u0924\u093f \u0905\u0932\u0930\u094d\u091f \u0915\u094b \u0938\u0902\u092d\u093e\u0932\u0924\u0940 \u0939\u0948\u0902\u0964 \u092c\u0948\u0902\u0915\u094b\u0902 \u0928\u0947 \u0907\u0938 \u0924\u0930\u0939 \u0915\u0940 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0938\u0947 50 \u0938\u0947 70% \u0924\u0915 \u0915\u0940 \u0925\u094d\u0930\u0942\u092a\u0941\u091f \u0935\u0943\u0926\u094d\u0927\u093f \u0915\u0940 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0915\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0920\u094b\u0938 \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0909\u0926\u093e\u0939\u0930\u0923\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>\u092a\u093e\u0938\u092a\u094b\u0930\u094d\u091f \u0915\u0940 \u0938\u092e\u093e\u092a\u094d\u0924\u093f \u0924\u093f\u0925\u093f \u0915\u0947 90 \u0926\u093f\u0928 \u092a\u0939\u0932\u0947, \u092a\u093e\u0938\u092a\u094b\u0930\u094d\u091f \u0938\u092e\u093e\u092a\u094d\u0924 \u0939\u094b\u0928\u0947 \u0915\u0947 \u0915\u0930\u0940\u092c \u0939\u094b\u0928\u0947 \u092a\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u093e\u0930\u094d\u092f \u0928\u093f\u0930\u094d\u092e\u093e\u0923 (\u0911\u091f\u094b\u092e\u0948\u091f\u093f\u0915 \u091f\u093e\u0938\u094d\u0915 \u0915\u094d\u0930\u093f\u090f\u0936\u0928)\u0964<\/li>\n\n\n\n<li>\u0909\u091a\u094d\u091a \u091c\u094b\u0916\u093f\u092e \u0935\u093e\u0932\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f 12 \u092e\u0939\u0940\u0928\u0947 \u0915\u0947 \u092c\u093e\u0926 \u0927\u0928 \u0915\u0947 \u0905\u0928\u0941\u0938\u0942\u091a\u0940\u092c\u0926\u094d\u0927 \u0938\u094d\u0930\u094b\u0924 \u0915\u093e \u0930\u0940\u092b\u094d\u0930\u0947\u0936<\/li>\n\n\n\n<li>\u0915\u092e \u091c\u094b\u0916\u093f\u092e \u0935\u093e\u0932\u0947 \u0918\u0930\u0947\u0932\u0942 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092e\u0948\u0928\u0941\u0905\u0932 \u091c\u093e\u0901\u091a \u0915\u094b \u0926\u0930\u0915\u093f\u0928\u093e\u0930 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0938\u0940\u0927\u0947-\u0938\u0940\u0927\u0947 \u092a\u094d\u0930\u094b\u0938\u0947\u0938\u093f\u0902\u0917<\/li>\n\n\n\n<li>\u0935\u093f\u0935\u0947\u0915\u093e\u0928\u0941\u0926\u093e\u0928 \u0906\u0926\u0947\u0936\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0927\u093f\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u092a\u094d\u0930\u0932\u0947\u0916\u0928 \u0915\u093e \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0938\u0943\u091c\u0928<\/li>\n\n\n\n<li>\u091c\u092c \u091f\u094d\u0930\u093e\u0902\u091c\u0948\u0915\u094d\u0936\u0928 \u092e\u0949\u0928\u093f\u091f\u0930\u093f\u0902\u0917 \u0905\u0938\u093e\u092e\u093e\u0928\u094d\u092f \u092a\u0948\u091f\u0930\u094d\u0928 \u0915\u094b \u091a\u093f\u0939\u094d\u0928\u093f\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948, \u0924\u094b \u0906\u0902\u0924\u0930\u093f\u0915 \u091f\u0940\u092e\u094b\u0902 \u0915\u094b \u0915\u093e\u0930\u094d\u092f \u0905\u0938\u093e\u0907\u0928\u092e\u0947\u0902\u091f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0906\u0908 \u0914\u0930 \u0928\u093f\u092f\u092e \u0907\u0902\u091c\u0928 \u0907\u0928 \u0926\u0915\u094d\u0937\u0924\u093e\u0913\u0902 \u0915\u094b \u092c\u0922\u093c\u093e\u0924\u0947 \u0939\u0948\u0902, \u0938\u093e\u0930\u094d\u0935\u091c\u0928\u093f\u0915 \u0921\u0947\u091f\u093e \u0938\u0947 \u0928\u0947\u091f-\u0935\u0930\u094d\u0925 \u0915\u0947 \u092a\u094d\u0930\u0949\u0915\u094d\u0938\u0940 \u092a\u0930 \u0906\u0928\u0947 \u0935\u093e\u0932\u0947 \u0932\u0940\u0921\u094d\u0938 \u0915\u094b \u0938\u094d\u0915\u094b\u0930 \u0915\u0930\u0915\u0947, \u090f\u090f\u092e\u090f\u0932 \u0938\u0902\u0926\u0930\u094d\u092d\u094b\u0902 \u092e\u0947\u0902 \u0932\u0947\u092f\u0930\u093f\u0902\u0917 \u0915\u093e \u0938\u0902\u0915\u0947\u0924 \u0926\u0947\u0928\u0947 \u0935\u093e\u0932\u0947 \u0905\u0938\u093e\u092e\u093e\u0928\u094d\u092f \u0935\u093e\u092f\u0930 \u092a\u0948\u091f\u0930\u094d\u0928 \u091c\u0948\u0938\u0940 \u0935\u093f\u0938\u0902\u0917\u0924\u093f\u092f\u094b\u0902 \u0915\u094b \u091a\u093f\u0939\u094d\u0928\u093f\u0924 \u0915\u0930\u0915\u0947, 92% \u0938\u0902\u0926\u093f\u0917\u094d\u0927 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u0915\u093e \u092a\u0924\u093e \u0932\u0917\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u0905\u0928\u0938\u0941\u092a\u0930\u0935\u093e\u0907\u091c\u094d\u0921 \u0932\u0930\u094d\u0928\u093f\u0902\u0917 \u092e\u0949\u0921\u0932 \u0915\u0947 \u0938\u093e\u0925 \u0932\u0947\u0928\u0926\u0947\u0928 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930\u0915\u0947, \u0914\u0930 \u0905\u0917\u0932\u093e \u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u0915\u0930\u0915\u0947-\u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u092d\u093e\u0935\u0928\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e-\u0915\u093e\u0930\u094d\u0930\u0935\u093e\u0908 \u0915\u093e \u0938\u0941\u091d\u093e\u0935 \u0926\u0947\u0928\u093e\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0938\u094d\u0935\u093f\u0938 \u0939\u094b\u0938\u094d\u091f\u0947\u0921 \u092f\u093e \u0911\u0928-\u092a\u094d\u0930\u093f\u092e\u093e\u0907\u0938\u0947\u0938 \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915 \u0938\u092d\u0940 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0935\u093e\u0939\u094b\u0902 \u092a\u0930 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u092c\u0928\u093e\u090f \u0930\u0916 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0905\u092e\u0947\u0930\u093f\u0915\u0940 \u092f\u093e \u091a\u0940\u0928\u0940 \u0915\u094d\u0932\u093e\u0909\u0921 \u0935\u093e\u0924\u093e\u0935\u0930\u0923 \u0938\u0947 \u0939\u094b\u0915\u0930 \u0917\u0941\u091c\u0930\u0928\u0947 \u0915\u0947 \u092c\u091c\u093e\u092f \u0938\u0902\u092a\u094d\u0930\u092d\u0941 \u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u0922\u093e\u0902\u091a\u0947 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0939\u0940 \u0930\u0939\u0924\u0940 \u0939\u0948, \u091c\u094b \u0909\u0928 \u091a\u093f\u0902\u0924\u093e\u0913\u0902 \u0915\u094b \u0926\u0942\u0930 \u0915\u0930\u0924\u0940 \u0939\u0948, \u091c\u093f\u0928\u0915\u0947 \u0915\u093e\u0930\u0923 40% \u092f\u0942\u0930\u094b\u092a\u0940\u092f \u092c\u0948\u0902\u0915\u094b\u0902 \u0928\u0947 \u0905\u092a\u0928\u0947 \u0924\u0915\u0928\u0940\u0915\u0940 \u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e\u0913\u0902 \u092e\u0947\u0902 \u0935\u093f\u0935\u093f\u0927\u0924\u093e \u0932\u093e\u0908 \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 id=\"h-data-compliance-and-risk-management-across-the-lifecycle\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Data_Compliance_and_Risk_Management_Across_the_Lifecycle\"><\/span>\u0932\u093e\u0907\u092b\u093c\u0938\u093e\u0907\u0915\u093f\u0932 (\u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930) \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 \u0921\u0947\u091f\u093e, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u092c\u0902\u0927\u0928<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092e\u0947\u0902 \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092e\u0942\u0932 \u0930\u0942\u092a \u0938\u0947 \u0935\u093f\u0936\u094d\u0935\u0938\u0928\u0940\u092f \u0921\u0947\u091f\u093e, \u0928\u093f\u092f\u093e\u092e\u0915 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0914\u0930 KYC, AML, \u0915\u0930 \u0924\u0925\u093e \u0928\u093f\u0935\u0947\u0936\u0915 \u0938\u0902\u0930\u0915\u094d\u0937\u0923 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u0915\u0935\u0930 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0940 \u0932\u0947\u0916\u093e-\u092a\u0930\u0940\u0915\u094d\u0937\u093f\u0924 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u090f\u0915 \u090f\u0915\u0940\u0915\u0943\u0924 \u0917\u094b\u0932\u094d\u0921\u0928 \u0938\u094b\u0930\u094d\u0938 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u0939\u091a\u093e\u0928\u0915\u0930\u094d\u0924\u093e\u0913\u0902, CRS \u0905\u0928\u0941\u092d\u093e\u0917 VIII \u0915\u0947 \u0924\u0939\u0924 \u0905\u0902\u0924\u093f\u092e \u0932\u093e\u092d\u0915\u093e\u0930\u0940 \u092e\u093e\u0932\u093f\u0915 \u0936\u094d\u0930\u0943\u0902\u0916\u0932\u093e\u0913\u0902, FATCA \u0914\u0930 CRS \u0935\u0930\u094d\u0917\u0940\u0915\u0930\u0923\u094b\u0902, EU \u091f\u0948\u0915\u094d\u0938\u094b\u0928\u0949\u092e\u0940 \u0935\u093f\u0928\u093f\u092f\u092e \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 ESG \u091f\u0948\u0915\u094d\u0938\u094b\u0928\u0949\u092e\u0940, \u0914\u0930 MiFID \u0928\u093f\u0935\u0947\u0936 \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932 \u0915\u093e \u092e\u093f\u0932\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0921\u0947\u091f\u093e \u0935\u093f\u0938\u0902\u0917\u0924\u093f\u092f\u093e\u0901 FINMA \u0938\u0941\u0927\u093e\u0930 \u0906\u0926\u0947\u0936\u094b\u0902 \u0915\u0940 30% \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0938\u0915\u094d\u0930\u093f\u092f \u0915\u0930\u0924\u0940 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0938\u091f\u0940\u0915\u0924\u093e \u0905\u0924\u094d\u092f\u0902\u0924 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u091a\u0932 \u0930\u0939\u0947 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0914\u0930 \u090f\u090f\u092e\u090f\u0932 \u0915\u0930\u094d\u0924\u0935\u094d\u092f\u094b\u0902 \u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0906\u0935\u0943\u0924\u094d\u0924\u093f<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u091f\u094d\u0930\u093f\u0917\u0930 \u0907\u0935\u0947\u0902\u091f\u094d\u0938<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u092a\u094d\u0930\u0924\u093f\u092c\u0902\u0927 \u0914\u0930 PEP \u0938\u094d\u0915\u094d\u0930\u0940\u0928\u093f\u0902\u0917<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0928\u090f \u0917\u094d\u0930\u093e\u0939\u0915, \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u092a\u094d\u0930\u0924\u093f\u0915\u0942\u0932 \u092e\u0940\u0921\u093f\u092f\u093e \u0928\u093f\u0917\u0930\u093e\u0928\u0940<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0905\u0928\u0902\u0924<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0938\u092e\u093e\u091a\u093e\u0930 \u0905\u0932\u0930\u094d\u091f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u091c\u094b\u0916\u093f\u092e \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0902 (\u0909\u0928\u094d\u0928\u0924)<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u093e\u0930\u094d\u0937\u093f\u0915<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092a\u0940\u0908\u092a\u0940\u090f\u0938, \u0909\u091a\u094d\u091a-\u091c\u094b\u0916\u093f\u092e \u0935\u093e\u0932\u0947 \u0917\u094d\u0930\u093e\u0939\u0915<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u091c\u094b\u0916\u093f\u092e \u0938\u092e\u0940\u0915\u094d\u0937\u093e (\u092e\u093e\u0928\u0915)<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0926\u094d\u0935\u093f\u0935\u093e\u0930\u094d\u0937\u093f\u0915<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0928\u093f\u092e\u094d\u0928 \u0914\u0930 \u092e\u0927\u094d\u092f\u092e-\u091c\u094b\u0916\u093f\u092e \u0935\u093e\u0932\u0947 \u0917\u094d\u0930\u093e\u0939\u0915<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0918\u091f\u0928\u093e-\u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0901<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u091c\u0948\u0938\u093e \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u094b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u20ac15,000 \u0938\u0947 \u0905\u0927\u093f\u0915 \u0915\u0947 \u0932\u0947\u0928\u0926\u0947\u0928, \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0942\u0930\u094b\u092a\u0940\u092f \u0938\u0902\u0918 AMLR \u0915\u0947 \u0924\u0939\u0924 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0928 \u0915\u0930\u0928\u0947 \u092a\u0930 \u091c\u0941\u0930\u094d\u092e\u093e\u0928\u093e \u20ac5 \u092e\u093f\u0932\u093f\u092f\u0928 \u092f\u093e \u0935\u0948\u0936\u094d\u0935\u093f\u0915 \u091f\u0930\u094d\u0928\u0913\u0935\u0930 \u0915\u093e 10% \u0924\u0915 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092e\u091c\u092c\u0942\u0924 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0905\u0928\u093f\u0935\u093e\u0930\u094d\u092f \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u090f\u092e\u094d\u092c\u0947\u0921\u0947\u0921 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b (workflows) \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u091c\u093f\u0938\u092e\u0947\u0902 \u0915\u0949\u0928\u094d\u092b\u093c\u093f\u0917\u0930 \u0915\u0930\u0928\u0947 \u092f\u094b\u0917\u094d\u092f \u0928\u093f\u092f\u092e, \u092e\u0947\u0915\u0930-\u091a\u0947\u0915\u0930 \u0915\u0930\u094d\u0924\u0935\u094d\u092f\u094b\u0902 \u0915\u093e \u092a\u0943\u0925\u0915\u094d\u0915\u0930\u0923, \u0914\u0930 \u0938\u092e\u093e\u092a\u094d\u0924 \u0939\u094b \u091a\u0941\u0915\u0947 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0905\u0928\u0941\u0938\u094d\u092e\u093e\u0930\u0915 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u092f\u0939 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e MiFID II \u0914\u0930 III \u0932\u0915\u094d\u0937\u093f\u0924 \u092c\u093e\u091c\u093c\u093e\u0930 \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928, PRIIPs KID \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0921\u093f\u0932\u0940\u0935\u0930\u0940, SFDR \u0905\u0928\u0941\u091a\u094d\u091b\u0947\u0926 10 \u0916\u0941\u0932\u093e\u0938\u0947, \u0938\u0940\u092e\u093e \u092a\u093e\u0930 MiFID \u092a\u093e\u0938\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902, \u0914\u0930 \u0938\u094d\u0935\u093f\u0938 AQO \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0926\u093e\u092f\u093f\u0924\u094d\u0935\u094b\u0902 \u0915\u094b \u0938\u0902\u092d\u093e\u0932\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0938\u0902\u092d\u093e\u0932\u0928\u0947 \u0935\u093e\u0932\u0947 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u094d\u0935\u093f\u0938 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0938\u0930\u094d\u0935\u094b\u092a\u0930\u093f \u092c\u0928\u0940 \u0939\u0941\u0908 \u0939\u0948\u0964 InvestGlass \u0915\u094b \u091c\u094d\u092f\u0942\u0930\u093f\u0916 \u0915\u0947 \u0921\u0947\u091f\u093e \u0938\u0947\u0902\u091f\u0930\u094b\u0902 \u092f\u093e \u092c\u0948\u0902\u0915 \u0915\u0947 \u0935\u0930\u094d\u091a\u0941\u0905\u0932 \u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u0915\u094d\u0932\u093e\u0909\u0921\u094d\u0938 \u092e\u0947\u0902 \u0939\u094b\u0938\u094d\u091f \u0915\u0930\u0928\u0947 \u0938\u0947 AES-256 \u090f\u0928\u094d\u0915\u094d\u0930\u093f\u092a\u094d\u0936\u0928 \u092a\u0930 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928\u0940\u092f \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923, FINMA \u0928\u093f\u0930\u0940\u0915\u094d\u0937\u0923\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915\u094d\u0938\u0947\u0938 \u0932\u0949\u0917, \u0914\u0930 \u0936\u0942\u0928\u094d\u092f \u0935\u093f\u0926\u0947\u0936\u0940 \u0921\u0947\u091f\u093e \u091f\u094d\u0930\u093e\u0902\u091c\u093c\u093f\u091f \u0938\u0915\u094d\u0937\u092e \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0905\u092e\u0947\u0930\u093f\u0915\u0940 \u092a\u094d\u0930\u0926\u093e\u0924\u093e\u0913\u0902 \u0915\u0947 \u0935\u093f\u092a\u0930\u0940\u0924 \u0939\u0948, \u091c\u094b CLOUD \u090f\u0915\u094d\u091f \u0915\u0947 \u0926\u093e\u092f\u0930\u0947 \u092e\u0947\u0902 \u0906\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0928\u0947 \u0915\u0908 \u092f\u0942\u0930\u094b\u092a\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0938\u0902\u092a\u094d\u0930\u092d\u0941 \u0935\u093f\u0915\u0932\u094d\u092a\u094b\u0902 \u0915\u0940 \u0924\u0932\u093e\u0936 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092a\u094d\u0930\u0947\u0930\u093f\u0924 \u0915\u093f\u092f\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 id=\"h-designing-a-clm-operating-model-for-private-banks\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Designing_a_CLM_Operating_Model_for_Private_Banks\"><\/span>\u092a\u094d\u0930\u093e\u0907\u0935\u0947\u091f \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0940\u090f\u0932\u090f\u092e \u0911\u092a\u0930\u0947\u091f\u093f\u0902\u0917 \u092e\u0949\u0921\u0932 \u0921\u093f\u091c\u093e\u0907\u0928 \u0915\u0930\u0928\u093e<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u094b \u0926\u0936\u0915\u094b\u0902 \u092a\u0939\u0932\u0947 \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u0940 \u0917\u0908 \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0915\u0947\u0935\u0932 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u092c\u091c\u093e\u092f \u0905\u092a\u0928\u0947 \u0938\u0940\u090f\u0932\u090f\u092e \u0911\u092a\u0930\u0947\u091f\u093f\u0902\u0917 \u092e\u0949\u0921\u0932 \u092a\u0930 \u092a\u0941\u0928\u0930\u094d\u0935\u093f\u091a\u093e\u0930 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0921\u093f\u091c\u093f\u091f\u0932 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u0915\u0947 \u0932\u093f\u090f \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 \u0915\u093e \u092a\u0930\u0940\u0915\u094d\u0937\u0923 \u0915\u0930\u0928\u0947 \u0914\u0930 \u092f\u0939 \u092a\u0939\u091a\u093e\u0928\u0928\u0947 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b\u0924\u0940 \u0939\u0948 \u0915\u093f \u0909\u092d\u0930\u0924\u0940 \u0939\u0941\u0908 \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u093f\u092f\u093e\u0902 \u0915\u0939\u093e\u0901 \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u092e\u0942\u0932\u094d\u092f \u092a\u0948\u0926\u093e \u0915\u0930 \u0938\u0915\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u0930\u094d\u0924\u092e\u093e\u0928 \u0938\u094d\u0925\u093f\u0924\u093f \u0915\u093e \u0906\u0915\u0932\u0928 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0932\u0940\u0921 \u0915\u0948\u092a\u094d\u091a\u0930 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0911\u092b\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0924\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u0940 \u092f\u093e\u0924\u094d\u0930\u093e\u0913\u0902 \u0915\u094b \u092e\u0948\u092a \u0915\u0930\u0928\u093e \u0914\u0930 \u092c\u093e\u0927\u093e\u0913\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964 \u0906\u092e \u091a\u0941\u0928\u094c\u0924\u093f\u092f\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>\u092e\u093e\u0928\u0915 \u090f\u091a\u090f\u0928\u0921\u092c\u094d\u0932\u094d\u092f\u0942\u0906\u0908 (HNWI) \u0915\u0947 \u0932\u093f\u090f 10 \u0926\u093f\u0928\u094b\u0902 \u0915\u0947 \u0932\u0915\u094d\u0937\u094d\u092f \u0915\u0947 \u092e\u0941\u0915\u093e\u092c\u0932\u0947 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0915\u093e \u0938\u092e\u092f 40 \u0926\u093f\u0928\u094b\u0902 \u0938\u0947 \u0905\u0927\u093f\u0915 \u0939\u094b \u0930\u0939\u093e \u0939\u0948\u0964<\/li>\n\n\n\n<li>15% \u0938\u0947 \u090a\u092a\u0930 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0905\u092a\u0935\u093e\u0926 \u0926\u0930\u0947\u0902<\/li>\n\n\n\n<li>75% \u0938\u0947 \u0915\u092e \u0921\u0947\u091f\u093e \u092a\u0942\u0930\u094d\u0923\u0924\u093e<\/li>\n\n\n\n<li>12 \u092e\u0939\u0940\u0928\u094b\u0902 \u0915\u0947 \u092c\u093e\u0926 5% \u0938\u0947 \u0928\u0940\u091a\u0947 \u0935\u0949\u0932\u0947\u091f \u0939\u093f\u0938\u094d\u0938\u0947\u0926\u093e\u0930\u0940 \u0935\u0943\u0926\u094d\u0927\u093f \u092e\u0947\u0902 \u0920\u0939\u0930\u093e\u0935<\/li>\n\n\n\n<li>\u092e\u0948\u0928\u0941\u0905\u0932 \u091f\u091a\u092a\u0949\u0907\u0902\u091f\u094d\u0938 \u0930\u093f\u0932\u0947\u0936\u0928\u0936\u093f\u092a \u092e\u0948\u0928\u0947\u091c\u0930 \u0915\u093e \u0938\u092e\u092f \u0932\u0947 \u0930\u0939\u0947 \u0939\u0948\u0902<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CLM \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u0915\u0947 \u0932\u093f\u090f \u0920\u094b\u0938 \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938 \u092e\u0947\u0902 \u092e\u093e\u0928\u0915 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f 10 \u0926\u093f\u0928\u094b\u0902 \u0938\u0947 \u0915\u092e \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0938\u092e\u092f \u0915\u093e \u0932\u0915\u094d\u0937\u094d\u092f, KYC \u0938\u094d\u091f\u094d\u0930\u0947\u091f-\u0925\u094d\u0930\u0942 \u0926\u0930 80% \u0938\u0947 \u0905\u0927\u093f\u0915, \u0921\u0947\u091f\u093e \u092a\u0942\u0930\u094d\u0923\u0924\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 95% \u0938\u0947 \u0905\u0927\u093f\u0915, \u0914\u0930 \u0938\u0902\u092c\u0902\u0927 \u0915\u0947 \u092a\u0939\u0932\u0947 \u0935\u0930\u094d\u0937 \u092e\u0947\u0902 \u0935\u0949\u0932\u0947\u091f \u0935\u0943\u0926\u094d\u0927\u093f \u092e\u0947\u0902 \u0905\u0927\u093f\u0915 \u0939\u093f\u0938\u094d\u0938\u0947\u0926\u093e\u0930\u0940 \u0936\u093e\u092e\u093f\u0932 \u0939\u094b\u0928\u0940 \u091a\u093e\u0939\u093f\u090f\u0964 \u092f\u0947 \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938 \u0938\u0940\u0927\u0947 \u0930\u093e\u091c\u0938\u094d\u0935 \u0914\u0930 \u0932\u093e\u0917\u0924\u094b\u0902 \u092e\u0947\u0902 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u093f\u0924 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u090f\u0932\u090f\u092e \u0938\u0902\u091a\u093e\u0932\u0928 \u0938\u092e\u093f\u0924\u093f \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0936\u093e\u0938\u0928 \u0906\u0935\u0936\u094d\u092f\u0915 \u0938\u093e\u092c\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u0907\u0938 \u0938\u092e\u093f\u0924\u093f \u092e\u0947\u0902 \u092b\u094d\u0930\u0902\u091f \u0911\u092b\u093f\u0938, \u0905\u0928\u0941\u092a\u093e\u0932\u0928, \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u0938\u0902\u091a\u093e\u0932\u0928 \u0914\u0930 \u0906\u0908\u091f\u0940 \u0915\u0947 \u092a\u094d\u0930\u0924\u093f\u0928\u093f\u0927\u093f \u0936\u093e\u092e\u093f\u0932 \u0939\u094b\u0928\u0947 \u091a\u093e\u0939\u093f\u090f, \u091c\u093f\u0938\u092e\u0947\u0902 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u0940 \u092a\u0930\u093f\u092d\u093e\u0937\u093e\u0913\u0902 \u0914\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u0941\u0927\u093e\u0930 \u0915\u0947 \u0932\u093f\u090f \u0938\u094d\u092a\u0937\u094d\u091f \u0938\u094d\u0935\u093e\u092e\u093f\u0924\u094d\u0935 \u0939\u094b\u0964 \u0924\u094d\u0930\u0948\u092e\u093e\u0938\u093f\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u091f\u0940\u092e\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u0940 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u0938\u0902\u0924\u0941\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u092e\u093e\u092a\u0947 \u0917\u090f \u092a\u0930\u093f\u0923\u093e\u092e\u094b\u0902 \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0915\u094b \u0938\u092e\u093e\u092f\u094b\u091c\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0915\u0908 \u0905\u0927\u093f\u0915\u093e\u0930\u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u0914\u0930 \u092c\u0941\u0915\u093f\u0902\u0917 \u0915\u0947\u0902\u0926\u094d\u0930\u094b\u0902 \u092e\u0947\u0902 \u0915\u093e\u092e \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u0915\u094d\u0937\u092e\u0924\u093e \u0905\u0924\u094d\u092f\u0902\u0924 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964 InvestGlass \u092d\u093e\u0930\u0940 \u0915\u094b\u0921 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928\u094b\u0902 \u0915\u0947 \u092c\u093f\u0928\u093e \u0926\u0947\u0936-\u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b, \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0928\u093f\u092f\u093e\u092e\u0915 \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093e \u0915\u0947 \u0932\u093f\u090f \u0909\u0924\u094d\u092a\u093e\u0926 \u0935\u094d\u0939\u093e\u0907\u091f\u0932\u093f\u0938\u094d\u091f \u0914\u0930 \u0905\u0928\u0941\u092e\u094b\u0926\u0928 \u092a\u0926\u093e\u0928\u0941\u0915\u094d\u0930\u092e \u0915\u094b \u0921\u094d\u0930\u0948\u0917-\u090f\u0902\u0921-\u0921\u094d\u0930\u0949\u092a \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0915\u0949\u0928\u094d\u092b\u093c\u093f\u0917\u0930 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0938\u0941\u0935\u093f\u0927\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0940 \u0938\u092e\u092f-\u0938\u0940\u092e\u093e 18 \u092e\u0939\u0940\u0928\u0947 \u0938\u0947 \u0918\u091f\u0915\u0930 6 \u092e\u0939\u0940\u0928\u0947 \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u091a\u0930\u0923\u092c\u0926\u094d\u0927 \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0906\u092e\u0924\u094c\u0930 \u092a\u0930 \u0938\u092c\u0938\u0947 \u0905\u091a\u094d\u091b\u093e \u0915\u093e\u092e \u0915\u0930\u0924\u093e \u0939\u0948:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u091a\u0930\u0923<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0915\u0947\u0902\u0926\u094d\u0930<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0938\u092e\u092f<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u0905\u092a\u0947\u0915\u094d\u0937\u093f\u0924 \u092a\u0930\u093f\u0923\u093e\u092e<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u091a\u0930\u0923 1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u094d\u0935\u093f\u0938 \u0911\u0928\u0936\u094b\u0930 HNWI \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0914\u0930 \u0915\u0947\u0935\u093e\u0908\u0938\u0940<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0924\u0940\u0928 \u092e\u0939\u0940\u0928\u0947<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0911\u0928\u092c\u094b\u0930\u094d\u0921 \u0939\u094b\u0928\u0947 \u0915\u0947 \u0938\u092e\u092f \u092e\u0947\u0902 50% \u0915\u0940 \u0915\u092e\u0940<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u091a\u0930\u0923 2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u0948\u0915\u0932\u094d\u092a\u093f\u0915 \u091c\u0928\u093e\u0926\u0947\u0936 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0901<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0924\u0940\u0928 \u092e\u0939\u0940\u0928\u0947<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u091c\u093e\u0902\u091a\u0947\u0902<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u091a\u0930\u0923 3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0940\u092e\u093e-\u092a\u093e\u0930 \u0917\u094d\u0930\u093e\u0939\u0915<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0924\u0940\u0928 \u092e\u0939\u0940\u0928\u0947<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0940\u0906\u0930\u090f\u0938 \u0911\u091f\u094b-\u092b\u093e\u0907\u0932\u093f\u0902\u0917, \u092e\u0932\u094d\u091f\u0940-\u091c\u094d\u092f\u0942\u0930\u093f\u0921\u093f\u0915\u094d\u0936\u0928 \u0938\u092a\u094b\u0930\u094d\u091f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u091a\u0930\u0923 4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u091c\u091f\u093f\u0932 \u0938\u0902\u0930\u091a\u0928\u093e\u090f\u0901<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0924\u0940\u0928 \u092e\u0939\u0940\u0928\u0947<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u091f\u094d\u0930\u0938\u094d\u091f \u0914\u0930 \u092b\u093e\u0909\u0902\u0921\u0947\u0936\u0928 \u092f\u0942\u092c\u0940\u0913 \u091d\u0930\u0928\u0947<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u091a\u0930\u0923\u092c\u0926\u094d\u0927 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u093e\u0930\u0902\u092d \u092e\u0947\u0902 \u0939\u0940 \u092e\u0942\u0932\u094d\u092f \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948, \u0938\u093e\u0925 \u0939\u0940 \u0905\u0927\u093f\u0915 \u091c\u091f\u093f\u0932 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0902\u0924\u0930\u093f\u0915 \u0915\u094d\u0937\u092e\u0924\u093e \u0915\u093e \u0928\u093f\u0930\u094d\u092e\u093e\u0923 \u092d\u0940 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-1024x701.png\" alt=\"\u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938\" class=\"wp-image-47024\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938<\/figcaption><\/figure>\n\n\n\n<h2 id=\"h-why-investglass-is-a-sovereign-clm-solution-for-private-banks\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_InvestGlass_Is_a_Sovereign_CLM_Solution_for_Private_Banks\"><\/span>InvestGlass \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0938\u0902\u092a\u094d\u0930\u092d\u0941 CLM \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u094d\u092f\u094b\u0902 \u0939\u0948<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u090f\u0915 \u0938\u094d\u0935\u093f\u0938 \u0938\u0902\u092a\u094d\u0930\u092d\u0941 \u0915\u0902\u092a\u0928\u0940 \u0939\u0948\u0964 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%95%e0%a5%8d%e0%a4%af%e0%a4%be-crm-%e0%a4%94%e0%a4%b0-clm-%e0%a4%8f%e0%a4%95-%e0%a4%b9%e0%a5%80-%e0%a4%9a%e0%a5%80%e0%a4%9c%e0%a4%bc-%e0%a4%b9%e0%a5%88%e0%a4%82\/\" target=\"_self\">\u0938\u0940\u0906\u0930\u090f\u092e \u0914\u0930 \u0938\u0940\u090f\u0932\u090f\u092e<\/a> \u092f\u0939 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u0909\u0928 \u092c\u0948\u0902\u0915\u094b\u0902, \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0935\u0947\u0932\u094d\u0925 \u092e\u0948\u0928\u0947\u091c\u0930\u094d\u0938 \u0915\u0947 \u0932\u093f\u090f \u092c\u0928\u093e\u092f\u093e \u0917\u092f\u093e \u0939\u0948 \u091c\u094b \u0905\u092e\u0947\u0930\u093f\u0915\u0940 \u092f\u093e \u091a\u0940\u0928\u0940 \u0924\u0915\u0928\u0940\u0915\u0940 \u092a\u094d\u0930\u0926\u093e\u0924\u093e\u0913\u0902 \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930\u0924\u093e \u0938\u0947 \u092c\u091a\u0928\u093e \u091a\u093e\u0939\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0939 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0907\u0938 \u092e\u0942\u0932\u092d\u0942\u0924 \u091a\u093f\u0902\u0924\u093e \u0915\u094b \u0938\u0902\u092c\u094b\u0927\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0914\u0930 \u0909\u0938\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u092e\u0947\u0902 \u0939\u0940 \u0930\u0939\u0947, \u0928 \u0915\u093f \u0935\u093f\u0926\u0947\u0936\u0940 \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u093e\u0927\u093f\u0915\u093e\u0930 \u0915\u0947 \u0905\u0927\u0940\u0928\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u090f \u0917\u090f \u090f\u0915 \u0939\u0940 \u090f\u0915\u0940\u0915\u0943\u0924 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092e\u0947\u0902 CRM, \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917, KYC \u0914\u0930 AML \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u092e\u093e\u0930\u094d\u0915\u0947\u091f\u093f\u0902\u0917 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0914\u0930 \u090f\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u094b \u091c\u094b\u0921\u093c\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0932\u093e\u0907\u092b\u093c\u0938\u093e\u0907\u0915\u093f\u0932 \u0915\u0947 \u0938\u092d\u0940 \u091a\u0930\u0923\u094b\u0902 \u092e\u0947\u0902 \u0921\u0947\u091f\u093e \u0915\u0940 \u0928\u093f\u0930\u0902\u0924\u0930\u0924\u093e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0915\u0908 \u092a\u0949\u0907\u0902\u091f \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u091c\u091f\u093f\u0932\u0924\u093e \u0915\u094b \u0938\u092e\u093e\u092a\u094d\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u094b\u0938\u094d\u091f\u093f\u0902\u0917 \u0932\u091a\u0940\u0932\u093e\u092a\u0928 \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u092f\u0939 \u091a\u0941\u0928\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948 \u0915\u093f \u0909\u0928\u0915\u0947 \u0935\u093e\u0924\u093e\u0935\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f \u0915\u094d\u092f\u093e \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0939\u0948:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0938\u0902\u092a\u094d\u0930\u092d\u0941 \u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u0922\u093e\u0901\u091a\u0947 \u0915\u0947 \u0938\u093e\u0925 \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u0938\u094d\u0935\u093f\u091f\u094d\u095b\u0930\u0932\u0948\u0902\u0921 \u0915\u0947 \u0921\u0947\u091f\u093e \u0915\u0947\u0902\u0926\u094d\u0930\u094b\u0902 \u092e\u0947\u0902 \u0939\u094b\u0938\u094d\u091f \u0915\u093f\u092f\u093e \u0917\u092f\u093e\u0964<\/li>\n\n\n\n<li>\u092c\u0948\u0902\u0915 \u0915\u0947 \u0905\u092a\u0928\u0947 \u0921\u0947\u091f\u093e \u0915\u0947\u0902\u0926\u094d\u0930\u094b\u0902 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0911\u0928-\u092a\u094d\u0930\u093f\u092e\u093e\u0907\u0938\u0947\u0938 \u0924\u0948\u0928\u093e\u0924\u0940<\/li>\n\n\n\n<li>\u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0921\u0947\u091f\u093e \u0938\u094d\u091f\u094b\u0930\u0947\u091c \u0914\u0930 \u090f\u0928\u094d\u0915\u094d\u0930\u093f\u092a\u094d\u0936\u0928 \u0915\u0941\u0902\u091c\u093f\u092f\u094b\u0902 \u092a\u0930 \u092a\u0942\u0930\u094d\u0923 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923<\/li>\n\n\n\n<li>\u092e\u094c\u091c\u0942\u0926\u093e \u0915\u094b\u0930 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0915\u0938\u094d\u091f\u092e \u0907\u0902\u091f\u0940\u0917\u094d\u0930\u0947\u0936\u0928<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0938\u0947 \u092a\u094d\u0930\u093e\u0938\u0902\u0917\u093f\u0915 \u0920\u094b\u0938 \u0938\u0940\u090f\u0932\u090f\u092e (CLM) \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u092e\u0947\u0902 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u092f\u094b\u0902, \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u0914\u0930 \u091f\u094d\u0930\u0938\u094d\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093f\u091f\u0932 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948, \u091c\u093f\u0938\u092e\u0947\u0902 \u0927\u0928 \u0915\u0947 \u0938\u094d\u0930\u094b\u0924 \u0915\u0947 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u0940\u0915\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f \u0915\u0949\u0928\u094d\u092b\u093c\u093f\u0917\u0930 \u0915\u0930\u0928\u0947 \u092f\u094b\u0917\u094d\u092f \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u091c\u094b\u0916\u093f\u092e \u0938\u094d\u0915\u094b\u0930\u093f\u0902\u0917 \u0938\u094d\u0925\u093f\u0930 \u0914\u0930 \u0917\u0924\u093f\u0936\u0940\u0932 \u0921\u0947\u091f\u093e \u0915\u094b \u092e\u093f\u0932\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u092c\u0947\u092f\u0938\u093f\u092f\u0928 (Bayesian) \u092e\u0949\u0921\u0932 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964 \u0928\u093f\u0930\u094d\u0923\u092f \u0935\u0943\u0915\u094d\u0937\u094b\u0902 (decision trees) \u0935\u093e\u0932\u0947 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u092a\u094d\u0930\u0936\u094d\u0928\u093e\u0935\u0932\u0940 MiFID \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 50 \u092f\u093e \u0905\u0927\u093f\u0915 \u092a\u0930\u093f\u092d\u093e\u0937\u093f\u0924 \u0918\u091f\u0928\u093e\u0913\u0902 \u092a\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0906\u0935\u0927\u093f\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0902 \u0936\u0941\u0930\u0942 \u0939\u094b\u0924\u0940 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u0915\u093f \u0915\u0941\u091b \u092d\u0940 \u091b\u0942\u091f\u0947 \u0928\u0939\u0940\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0930\u093f\u0932\u0947\u0936\u0928\u0936\u093f\u092a \u092e\u0948\u0928\u0947\u091c\u0930 \u0926\u0948\u0928\u093f\u0915 \u0938\u0940\u090f\u0932\u090f\u092e \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u092e\u0947\u0902 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u093e, \u092e\u094b\u0902\u091f\u0947 \u0915\u093e\u0930\u094d\u0932\u094b \u0938\u093f\u092e\u0941\u0932\u0947\u0936\u0928 \u0915\u0947 \u0938\u093e\u0925 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u092a\u094d\u0930\u0938\u094d\u0924\u093e\u0935 \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0928\u093e, \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u0913\u0902 \u0915\u094b \u0936\u0947\u0921\u094d\u092f\u0942\u0932 \u0915\u0930\u0928\u093e \u0914\u0930 \u090f\u0906\u0908-\u0938\u092e\u0930\u094d\u0925\u093f\u0924 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u0924\u0915 \u092a\u0939\u0941\u0901\u091a\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u091f\u0940\u092e\u0947\u0902 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0935\u093f\u0937\u094d\u091f\u093f \u092f\u093e \u092e\u093f\u0932\u093e\u0928 \u0915\u093e \u092c\u094b\u091d \u092a\u0948\u0926\u093e \u0915\u093f\u090f \u092c\u093f\u0928\u093e \u0935\u093e\u0923\u093f\u091c\u094d\u092f\u093f\u0915 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u0914\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u0926\u093e\u092f\u093f\u0924\u094d\u0935\u094b\u0902 \u0915\u0947 \u092c\u0940\u091a \u0924\u093e\u0932\u092e\u0947\u0932 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0909\u0938\u0940 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u0915\u0940 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 10 \u092f\u093e \u0909\u0938\u0938\u0947 \u0905\u0927\u093f\u0915 \u0935\u0930\u094d\u0937\u094b\u0902 \u0915\u0947 \u0905\u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928\u0940\u092f \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932 \u0915\u0947 \u0938\u093e\u0925 \u0915\u0920\u094b\u0930 \u0911\u0921\u093f\u091f \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u0932\u093f\u090f \u092a\u0942\u0930\u094d\u0923 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u0907\u0924\u093f\u0939\u093e\u0938 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0917\u0948\u0930-\u092c\u093e\u0939\u094d\u092f \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u0940\u092f, \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e-\u0938\u0902\u0930\u0915\u094d\u0937\u0923 \u0938\u092e\u093e\u0927\u093e\u0928 \u091a\u093e\u0939\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092f\u0942\u0930\u094b\u092a\u0940\u092f \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0902\u0930\u0947\u0916\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u091c\u094b \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u0940 \u0932\u093e\u092d \u0914\u0930 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e \u0926\u094b\u0928\u094b\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u093e\u092f\u0932\u091f \u092e\u093e\u092a\u0928\u0940\u092f \u092a\u094d\u0930\u092d\u093e\u0935 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902: 60% \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u092e\u0947\u0902 \u0924\u0947\u091c\u0940, 25 \u0905\u0902\u0915\u094b\u0902 \u0915\u0940 NPS \u0935\u0943\u0926\u094d\u0927\u093f, \u0914\u0930 \u092a\u0930\u093f\u092d\u093e\u0937\u093f\u0924 \u092a\u094d\u0930\u0942\u092b-\u0911\u092b-\u0915\u0949\u0928\u094d\u0938\u0947\u092a\u094d\u091f \u0905\u0935\u0927\u093f\u092f\u094b\u0902 \u0915\u0947 \u092d\u0940\u0924\u0930 40% \u091c\u094b\u0916\u093f\u092e \u0905\u092a\u0935\u093e\u0926\u094b\u0902 \u092e\u0947\u0902 \u0915\u092e\u0940\u0964 CLM \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u092a\u0930 \u0935\u093f\u091a\u093e\u0930 \u0915\u0930 \u0930\u0939\u0947 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u094b \u090f\u0915 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u092c\u0941\u0915\u093f\u0902\u0917 \u0915\u0947\u0902\u0926\u094d\u0930 \u0915\u0947 \u0932\u093f\u090f \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0915\u094b \u0921\u093f\u091c\u093f\u091f\u093e\u0907\u091c\u093c \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u093e\u092f\u0932\u091f \u0915\u093e \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f, \u091b\u0939 \u092e\u0939\u0940\u0928\u0947 \u0915\u0940 \u0905\u0935\u0927\u093f \u092e\u0947\u0902 \u0935\u0930\u094d\u0924\u092e\u093e\u0928 \u0906\u0927\u093e\u0930\u0930\u0947\u0916\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u092a\u0947\u0915\u094d\u0937 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0915\u0947 \u092a\u094d\u0930\u092d\u093e\u0935 \u0915\u094b \u092e\u093e\u092a\u0924\u0947 \u0939\u0941\u090f\u0964 \u092f\u0939 \u0935\u094d\u092f\u093e\u0935\u0939\u093e\u0930\u093f\u0915 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0936\u0940\u0918\u094d\u0930\u0924\u093e \u0938\u0947 \u092e\u0942\u0932\u094d\u092f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948, \u0938\u093e\u0925 \u0939\u0940 \u0935\u094d\u092f\u093e\u092a\u0915 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u092a\u0939\u0932\u094b\u0902 \u092e\u0947\u0902 \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u092d\u0940 \u092c\u0922\u093c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>","protected":false},"excerpt":{"rendered":"<p>Client lifecycle management (CLM) represents the comprehensive orchestration of high net worth and ultra high net worth client relationships from initial prospecting through to structured offboarding. For private banks operating in Europe and Switzerland, CLM has evolved from a back-office administrative function into a strategic capability that directly influences revenue growth, regulatory standing and client [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":45588,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[36,1261],"class_list":["post-49262","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-banking","tag-client-lifecycle-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Client Lifecycle Management and Strategic Growth<\/title>\n<meta name=\"description\" content=\"Explore Client Lifecycle Management and its impact on revenue growth and client satisfaction for private 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