{"id":49263,"date":"2026-03-10T08:37:29","date_gmt":"2026-03-10T07:37:29","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49263"},"modified":"2026-03-10T14:39:29","modified_gmt":"2026-03-10T13:39:29","slug":"%e0%a4%87%e0%a4%a8%e0%a5%8d%e0%a4%b5%e0%a5%87%e0%a4%b8%e0%a5%8d%e0%a4%9f%e0%a4%97%e0%a5%8d%e0%a4%b2%e0%a4%be%e0%a4%b8-%e0%a4%95%e0%a5%87-%e0%a4%b8%e0%a4%be%e0%a4%a5-%e0%a4%ac%e0%a5%88%e0%a4%82","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/hi\/revolutionising-client-account-management-software-for-banks-with-investglass-a-comprehensive-guide-for-financial-institutions\/","title":{"rendered":"InvestGlass \u0915\u0947 \u0938\u093e\u0925 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u092e\u0947\u0902 \u0915\u094d\u0930\u093e\u0902\u0924\u093f: \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0935\u094d\u092f\u093e\u092a\u0915 \u092e\u093e\u0930\u094d\u0917\u0926\u0930\u094d\u0936\u093f\u0915\u093e"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-what-you-will-learn\"><span class=\"ez-toc-section\" id=\"What_You_Will_Learn\"><\/span>\u0906\u092a \u0915\u094d\u092f\u093e \u0938\u0940\u0916\u0947\u0902\u0917\u0947<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092e\u0947\u0902 \u0906\u0928\u0947 \u0935\u093e\u0932\u0940 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u0915\u094b \u0938\u092e\u091d\u0947\u0902\u0964.<\/li>\n\n\n\n<li>\u091c\u093e\u0928\u0947\u0902 \u0915\u093f InvestGlass \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0938\u092e\u0917\u094d\u0930 \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0948\u0938\u0947 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li>InvestGlass \u0915\u0940 \u0909\u0928 \u092a\u094d\u0930\u092e\u0941\u0916 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0915\u093e \u0905\u0928\u094d\u0935\u0947\u0937\u0923 \u0915\u0930\u0947\u0902 \u091c\u094b \u0916\u093e\u0924\u093e \u0938\u0902\u091a\u093e\u0932\u0928 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0914\u0930 \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0902\u0964.<\/li>\n\n\n\n<li>\u0905\u092a\u0928\u0947 \u0938\u0902\u0917\u0920\u0928 \u0915\u0947 \u0932\u093f\u090f InvestGlass \u0905\u092a\u0928\u093e\u0928\u0947 \u0915\u0947 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0932\u093e\u092d\u094b\u0902 \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0947\u0902\u0964.<\/li>\n\n\n\n<li>InvestGlass \u0915\u094b \u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0924\u0930\u0940\u0915\u094b\u0902 \u0915\u094b \u0938\u0940\u0916\u0947\u0902 \u0924\u093e\u0915\u093f \u0907\u0938\u0915\u093e \u092a\u094d\u0930\u092d\u093e\u0935 \u0905\u0927\u093f\u0915\u0924\u092e \u0939\u094b \u0938\u0915\u0947\u0964.<\/li>\n\n\n\n<li>\u0926\u0947\u0916\u0947\u0902 \u0915\u093f InvestGlass \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915 \u0914\u0930 \u092a\u0941\u0930\u093e\u0928\u0947 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0938\u0947 \u0915\u0948\u0938\u0947 \u092c\u0947\u0939\u0924\u0930 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/li>\n<\/ul>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction\"><span class=\"ez-toc-section\" id=\"Introduction\"><\/span>\u092a\u0930\u093f\u091a\u092f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u092e\u093e\u0930\u094d\u0917\u0926\u0930\u094d\u0936\u093f\u0915\u093e \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092a\u0947\u0936\u0947\u0935\u0930\u094b\u0902, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0905\u0927\u093f\u0915\u093e\u0930\u093f\u092f\u094b\u0902 \u0914\u0930 \u0906\u0908\u091f\u0940 \u0928\u093f\u0930\u094d\u0923\u092f\u0915\u0930\u094d\u0924\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0939\u0948 \u091c\u094b \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u093e \u0906\u0927\u0941\u0928\u093f\u0915\u0940\u0915\u0930\u0923 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u0924\u0947 \u0939\u0948\u0902\u0964 \u0906\u091c \u0915\u0947 \u0917\u0924\u093f\u0936\u0940\u0932 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u092e\u0947\u0902, \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0905\u092c \u0915\u094b\u0908 \u0935\u093f\u0932\u093e\u0938\u093f\u0924\u093e \u0928\u0939\u0940\u0902 \u092c\u0932\u094d\u0915\u093f \u090f\u0915 \u092e\u094c\u0932\u093f\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u0948\u0964 \u0906\u091c \u0915\u0947 \u0938\u092e\u092f \u092e\u0947\u0902 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0905\u0924\u094d\u092f\u0902\u0924 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948 \u0915\u094d\u092f\u094b\u0902\u0915\u093f \u092c\u0922\u093c\u0924\u0947 \u0928\u093f\u092f\u093e\u092e\u0915 \u0926\u092c\u093e\u0935 (\u091c\u0948\u0938\u0947 MiFID II, GDPR, \u0914\u0930 FINMA), \u0921\u093f\u091c\u093f\u091f\u0932-\u092a\u094d\u0930\u0925\u092e \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0947\u0935\u093e \u0915\u0947 \u0932\u093f\u090f \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u092c\u0922\u093c\u0924\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u090f\u0901, \u0914\u0930 \u0909\u0926\u094d\u092f\u094b\u0917 \u0915\u094b \u092a\u0941\u0928\u0903 \u0906\u0915\u093e\u0930 \u0926\u0947\u0928\u0947 \u0935\u093e\u0932\u0940 \u0928\u093f\u0930\u0902\u0924\u0930 \u0921\u093f\u091c\u093f\u091f\u0932 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0901 \u0907\u0938\u0947 \u0905\u0928\u093f\u0935\u093e\u0930\u094d\u092f \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0902\u0964 \u0916\u0941\u0926\u0930\u093e \u092c\u0948\u0902\u0915\u094b\u0902 \u0938\u0947 \u0932\u0947\u0915\u0930 \u092a\u0930\u093f\u0937\u094d\u0915\u0943\u0924 \u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u092b\u0930\u094d\u092e\u094b\u0902 \u0924\u0915, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u0938\u0941\u0926\u0943\u0922\u093c \u0915\u0930\u0928\u0947, \u0938\u0902\u091a\u093e\u0932\u0928 \u0915\u094b \u0938\u0930\u0932 \u092c\u0928\u093e\u0928\u0947, \u0914\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0932\u0917\u093e\u0924\u093e\u0930 \u092e\u091c\u092c\u0942\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u0916\u094b\u091c \u0930\u0939\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u0932\u0947\u0916 \u0907\u0938 \u092c\u093e\u0924 \u0915\u0940 \u0917\u0939\u0930\u093e\u0908 \u0938\u0947 \u092a\u0921\u093c\u0924\u093e\u0932 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938, \u091c\u094b \u090f\u0915 \u0905\u0917\u094d\u0930\u0923\u0940 \u0938\u094d\u0935\u093f\u0938-\u0906\u0927\u093e\u0930\u093f\u0924 <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> \u0938\u0940\u0906\u0930\u090f\u092e, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/2025-%e0%a4%ae%e0%a5%87%e0%a4%82-%e0%a4%b8%e0%a5%8d%e0%a4%ae%e0%a4%be%e0%a4%b0%e0%a5%8d%e0%a4%9f-%e0%a4%a8%e0%a4%bf%e0%a4%b5%e0%a5%87%e0%a4%b6%e0%a4%95%e0%a5%8b%e0%a4%82-%e0%a4%95%e0%a5%87-%e0%a4%b2\/\" target=\"_self\">\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 (\u092a\u0940\u090f\u092e\u090f\u0938)<\/a>, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932, \u0914\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> \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0917\u0920\u0928\u094b\u0902 \u0915\u0947 \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0924\u0930\u0940\u0915\u0947 \u0915\u094b \u092c\u0926\u0932 \u0930\u0939\u093e \u0939\u0948, \u091c\u094b \u0928\u0935\u093e\u091a\u093e\u0930, \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e-\u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093e \u090f\u0915 \u092c\u0947\u091c\u094b\u0921\u093c \u092e\u093f\u0936\u094d\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-summary-what-is-client-account-management-software-for-banks-and-why-is-it-needed\"><span class=\"ez-toc-section\" id=\"Summary_What_Is_Client_Account_Management_Software_for_Banks_and_Why_Is_It_Needed\"><\/span>\u0938\u093e\u0930\u093e\u0902\u0936: \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u094d\u092f\u093e \u0939\u0948 \u0914\u0930 \u0907\u0938\u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u094d\u092f\u094b\u0902 \u0939\u0948?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u092a\u0939\u0932\u0942<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u092a\u0930\u093f\u092d\u093e\u0937\u093e\/\u0935\u094d\u092f\u093e\u0916\u094d\u092f\u093e<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u094d\u092f\u093e \u0939\u0948?<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u090f\u0915 \u0921\u093f\u091c\u093f\u091f\u0932 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u091c\u094b \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902, \u0916\u093e\u0924\u093e \u0921\u0947\u091f\u093e, \u0905\u0928\u0941\u092a\u093e\u0932\u0928, \u0914\u0930 \u0938\u0947\u0935\u093e \u0935\u093f\u0924\u0930\u0923 \u0915\u0947 \u0938\u092d\u0940 \u092a\u0939\u0932\u0941\u0913\u0902 \u0915\u094b \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924, \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924, \u0914\u0930 \u0915\u0941\u0936\u0932 \u0924\u0930\u0940\u0915\u0947 \u0938\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u092f\u0939 \u0915\u094d\u092f\u094b\u0902 \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948?<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&ndash; \u0938\u0916\u094d\u0924 \u0928\u093f\u092f\u093e\u092e\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f (\u091c\u0948\u0938\u0947, MiFID II, GDPR, FINMA)&lt;br&gt;- \u0928\u093f\u0930\u094d\u092c\u093e\u0927, \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924, \u0914\u0930 \u0921\u093f\u091c\u093f\u091f\u0932-\u092a\u094d\u0930\u0925\u092e \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f&lt;br&gt;- \u0921\u0947\u091f\u093e \u0938\u093e\u0907\u0932\u094b \u0914\u0930 \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u0905\u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u094b \u0916\u0924\u094d\u092e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f&lt;br&gt;- \u0921\u093f\u091c\u093f\u091f\u0932 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u0914\u0930 \u092d\u0935\u093f\u0937\u094d\u092f-\u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0938\u0902\u091a\u093e\u0932\u0928 \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>InvestGlass \u0907\u0938 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u094b \u0915\u0948\u0938\u0947 \u092a\u0942\u0930\u093e \u0915\u0930\u0924\u093e \u0939\u0948?<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u2013 \u0938\u0940\u0906\u0930\u090f\u092e, \u092a\u0940\u090f\u092e\u090f\u0938, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932, \u0914\u0930 \u0915\u094b \u0938\u0902\u092f\u094b\u091c\u093f\u0924 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u093e \u090f\u0915 \u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u0914\u0930 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%a1%e0%a4%bf%e0%a4%9c%e0%a4%bf%e0%a4%9f%e0%a4%b2-%e0%a4%91%e0%a4%a8%e0%a4%ac%e0%a5%8b%e0%a4%b0%e0%a5%8d%e0%a4%a1%e0%a4%bf%e0%a4%82%e0%a4%97\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"6058\">\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917<\/a>&lt;br&gt;- \u0938\u094d\u0935\u093f\u0938 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0914\u0930 \u092e\u091c\u092c\u0942\u0924 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948&lt;br&gt;- \u0905\u0928\u0941\u092a\u093e\u0932\u0928, \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0914\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0938\u0902\u091a\u093e\u0930 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948&lt;br&gt;- \u0924\u094d\u0935\u0930\u093f\u0924 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u0915\u0947 \u0932\u093f\u090f \u0928\u094b-\u0915\u094b\u0921\/\u0932\u094b-\u0915\u094b\u0921 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948&lt;br&gt;- \u090f\u0906\u0908-\u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u0914\u0930 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-concepts-and-definitions\"><span class=\"ez-toc-section\" id=\"Key_Concepts_and_Definitions\"><\/span>\u092a\u094d\u0930\u092e\u0941\u0916 \u0905\u0935\u0927\u093e\u0930\u0923\u093e\u090f\u0901 \u0914\u0930 \u092a\u0930\u093f\u092d\u093e\u0937\u093e\u090f\u0901<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930:<\/strong> \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u094b\u0902, \u0938\u0902\u0935\u093e\u0926\u094b\u0902, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u0921\u0947\u091f\u093e \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u093e \u090f\u0915 \u0935\u094d\u092f\u093e\u092a\u0915 \u0921\u093f\u091c\u093f\u091f\u0932 \u0938\u092e\u093e\u0927\u093e\u0928\u0964.<\/li>\n\n\n\n<li><strong>\u0938\u0940\u0906\u0930\u090f\u092e (\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0928):<\/strong> \u090f\u0915 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u091c\u094b \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0928\u0947, \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u0947, \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0940\u0935\u0928\u091a\u0915\u094d\u0930 \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092a\u094b\u0937\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964.<\/li>\n\n\n\n<li><strong>\u092a\u0940\u090f\u092e\u090f\u0938 (<a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%aa%e0%a5%8b%e0%a4%b0%e0%a5%8d%e0%a4%9f%e0%a4%ab%e0%a5%8b%e0%a4%b2%e0%a4%bf%e0%a4%af%e0%a5%8b-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%bf%e0%a4%a4-%e0%a4%95%e0%a4%b0%e0%a5%87\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u0940\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"6056\">\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u0940<\/a>):<\/strong> \u0917\u094d\u0930\u093e\u0939\u0915 \u0928\u093f\u0935\u0947\u0936 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u0947, \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0909\u0928 \u092a\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u092e\u0902\u091a, \u091c\u094b \u0905\u0915\u094d\u0938\u0930 \u090f\u0915\u0940\u0915\u0943\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0915\u0947 \u0932\u093f\u090f CRM \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0943\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li><strong>\u0938\u0902\u092a\u094d\u0930\u092d\u0941 \u0921\u0947\u091f\u093e:<\/strong> \u090f\u0915 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u093e\u0927\u093f\u0915\u093e\u0930 (\u091c\u0948\u0938\u0947, \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u093c\u0930\u0932\u0948\u0902\u0921) \u0915\u0947 \u092d\u0940\u0924\u0930 \u0939\u094b\u0938\u094d\u091f \u0914\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u093f\u092f\u093e \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u093e \u0921\u0947\u091f\u093e, \u091c\u094b \u0938\u094d\u0925\u093e\u0928\u0940\u092f \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0915\u093e\u0928\u0942\u0928\u094b\u0902 \u0915\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u0938\u0902\u0917\u0920\u0928\u094b\u0902 \u0915\u094b \u0905\u092a\u0928\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u0930 \u092a\u0942\u0930\u094d\u0923 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li><strong>\u0928\u094b-\u0915\u094b\u0921\/\u0932\u094b-\u0915\u094b\u0921:<\/strong> \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u091c\u094b \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e\u0913\u0902 \u0915\u094b \u0928\u094d\u092f\u0942\u0928\u0924\u092e \u092f\u093e \u092c\u093f\u0928\u093e \u0915\u093f\u0938\u0940 \u092a\u094d\u0930\u094b\u0917\u094d\u0930\u093e\u092e\u093f\u0902\u0917 \u091c\u094d\u091e\u093e\u0928 \u0915\u0947 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b, \u092b\u093c\u0949\u0930\u094d\u092e \u0914\u0930 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u0947 \u0939\u0948\u0902\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 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\u0939\u0941\u090f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b5%e0%a4%bf%e0%a4%a4%e0%a5%8d%e0%a4%a4-%e0%a4%95%e0%a4%be-%e0%a4%a1%e0%a4%bf%e0%a4%9c%e0%a4%bf%e0%a4%9f%e0%a4%b2-%e0%a4%b0%e0%a5%82%e0%a4%aa%e0%a4%be%e0%a4%82%e0%a4%a4%e0%a4%b0%e0%a4%a3\/\" target=\"_self\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092e\u0947\u0902 \u0921\u093f\u091c\u093f\u091f\u0932 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928<\/a> \u0938\u0947\u0935\u093e\u090f\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0910\u0938\u0947 CRM \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0915\u0930, \u092c\u0948\u0902\u0915 \u0935\u093f\u0936\u094d\u0935\u0938\u0928\u0940\u092f \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928-\u092f\u0941\u0915\u094d\u0924 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u092c\u0922\u093c\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 \u0938\u0924\u0924 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0935\u093f\u0915\u093e\u0938 \u0915\u094b \u092c\u0922\u093c\u093e\u0935\u093e \u0926\u0947 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0947 \u0938\u092e\u093e\u0927\u093e\u0928 \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947, \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935\u094b\u0902 \u0915\u094b \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u092c\u0928\u093e\u0928\u0947, \u0914\u0930 \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\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0909\u092a\u0915\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0924\u0947\u091c\u0940 \u0938\u0947 \u092c\u0926\u0932\u0924\u0947 \u092c\u093e\u091c\u093e\u0930 \u092e\u0947\u0902 \u0926\u0940\u0930\u094d\u0918\u0915\u093e\u0932\u093f\u0915 \u0938\u092b\u0932\u0924\u093e \u0915\u0947 \u0932\u093f\u090f \u0924\u0948\u092f\u093e\u0930 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902, \u091c\u0939\u093e\u0901 \u0928\u093f\u092f\u093e\u092e\u0915 \u0938\u0902\u0917\u0920\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0914\u0930 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0938\u0930\u094d\u0935\u094b\u092a\u0930\u093f \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928: \u091c\u0948\u0938\u0947-\u091c\u0948\u0938\u0947 \u0909\u0926\u094d\u092f\u094b\u0917 \u0935\u093f\u0915\u0938\u093f\u0924 \u0939\u094b \u0930\u0939\u093e \u0939\u0948, \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092e\u0947\u0902 \u0915\u0908 \u0928\u0908 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u0938\u093e\u092e\u0928\u093e \u0915\u0930\u0928\u093e \u092a\u0921\u093c \u0930\u0939\u093e \u0939\u0948, \u091c\u093f\u0928\u094d\u0939\u0947\u0902 \u0905\u0917\u0932\u0947 \u0905\u0928\u0941\u092d\u093e\u0917 \u092e\u0947\u0902 \u0935\u093f\u0938\u094d\u0924\u093e\u0930 \u0938\u0947 \u0926\u0947\u0916\u093e \u091c\u093e\u090f\u0917\u093e\u0964.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-evolving-landscape-challenges-in-client-account-management\"><span class=\"ez-toc-section\" id=\"The_Evolving_Landscape_Challenges_in_Client_Account_Management\"><\/span>\u092c\u0926\u0932\u0924\u093e \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f: \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092e\u0947\u0902 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u093e\u0901<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u0947 \u0909\u0926\u094d\u092f\u094b\u0917 \u092e\u0947\u0902 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0921\u093c\u0947 \u0928\u093f\u092f\u092e\u094b\u0902, \u092c\u0926\u0932\u0924\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u0913\u0902 \u0914\u0930 \u0921\u093f\u091c\u093f\u091f\u0932 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u0947 \u0915\u093e\u0930\u0923 \u0926\u093f\u0928-\u092c-\u0926\u093f\u0928 \u091c\u091f\u093f\u0932 \u0939\u094b\u0924\u093e \u091c\u093e \u0930\u0939\u093e \u0939\u0948\u0964 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947\u0935\u0932 \u0932\u0947\u0928-\u0926\u0947\u0928 \u0938\u0902\u092c\u0902\u0927\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0938\u0947 \u0915\u0939\u0940\u0902 \u0905\u0927\u093f\u0915 \u0939\u0948; \u0907\u0938\u0915\u0947 \u0932\u093f\u090f \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u091c\u0930\u0942\u0930\u0924\u094b\u0902 \u0915\u0940 \u0917\u0939\u0930\u0940 \u0938\u092e\u091d, \u0938\u0915\u094d\u0930\u093f\u092f \u0938\u0902\u091a\u093e\u0930 \u0914\u0930 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939\u094b\u0902 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-fragmented-systems-and-data-silos\"><span class=\"ez-toc-section\" id=\"Fragmented_Systems_and_Data_Silos\"><\/span>\u0916\u0902\u0921\u093f\u0924 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u093e\u0901 \u0914\u0930 \u0921\u0947\u091f\u093e \u0938\u093e\u0907\u0932\u094b<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u092a\u0939\u0932\u0941\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0905\u0932\u0917-\u0905\u0932\u0917 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930\u0924\u093e \u0938\u092c\u0938\u0947 \u0935\u094d\u092f\u093e\u092a\u0915 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u0938\u0947 \u090f\u0915 \u0939\u0948\u0964 \u0905\u0915\u094d\u0938\u0930, \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0915\u0908 \u0905\u0928\u0941\u092a\u094d\u0930\u092f\u094b\u0917\u094b\u0902 \u092e\u0947\u0902 \u0930\u0939\u0924\u093e \u0939\u0948: \u090f\u0915 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0947 \u0932\u093f\u090f, \u0926\u0942\u0938\u0930\u093e \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f, \u0924\u0940\u0938\u0930\u093e \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0915\u0947 \u0932\u093f\u090f, \u0914\u0930 \u0936\u093e\u092f\u0926 \u090f\u0915 \u092a\u0941\u0930\u093e\u0928\u093e \u0915\u094b\u0930 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0938\u093f\u0938\u094d\u091f\u092e\u0964 \u092f\u0939 \u0916\u0902\u0921\u093f\u0924\u0924\u093e \u0921\u0947\u091f\u093e \u0905\u0938\u0902\u0917\u0924\u0924\u093e\u0913\u0902, \u090f\u0915\u0940\u0915\u0943\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0915\u0940 \u0915\u092e\u0940, \u0914\u0930 \u090f\u0915\u0940\u0915\u0943\u0924 \u0921\u0947\u091f\u093e \u0915\u0940 \u0905\u0928\u0941\u092a\u0938\u094d\u0925\u093f\u0924\u093f \u0915\u094b \u091c\u0928\u094d\u092e \u0926\u0947\u0924\u0940 \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u091a\u0948\u0928\u0932\u094b\u0902 \u092e\u0947\u0902 \u0938\u0941\u0938\u0902\u0917\u0924 \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e \u092e\u0941\u0936\u094d\u0915\u093f\u0932 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948 \u0914\u0930 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0905\u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u092e\u0947\u0902 \u0914\u0930 \u092f\u094b\u0917\u0926\u093e\u0928 \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u0930\u093f\u0932\u0947\u0936\u0928\u0936\u093f\u092a \u092e\u0948\u0928\u0947\u091c\u0930 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0907\u0902\u091f\u0930\u092b\u0947\u0938 \u0915\u094b \u0928\u0947\u0935\u093f\u0917\u0947\u091f \u0915\u0930\u0928\u0947 \u0914\u0930 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u094b \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u0930\u0942\u092a \u0938\u0947 \u0938\u092e\u0947\u0915\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0905\u092a\u0928\u093e \u0915\u0940\u092e\u0924\u0940 \u0938\u092e\u092f \u092c\u093f\u0924\u093e\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915-\u0938\u093e\u092e\u0928\u093e \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0940 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u0938\u0947 \u0927\u094d\u092f\u093e\u0928 \u0939\u091f\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-insight\"><span class=\"ez-toc-section\" id=\"Key_Insight\"><\/span>\u092e\u0941\u0916\u094d\u092f \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u0916\u0902\u0921\u093f\u0924 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u093e\u0901 \u0928 \u0915\u0947\u0935\u0932 \u0926\u0915\u094d\u0937\u0924\u093e \u092e\u0947\u0902 \u092c\u093e\u0927\u093e \u0921\u093e\u0932\u0924\u0940 \u0939\u0948\u0902, \u092c\u0932\u094d\u0915\u093f \u090f\u0915 \u0905\u0938\u0902\u0917\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u092d\u0940 \u092a\u0948\u0926\u093e \u0915\u0930\u0924\u0940 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0947\u0935\u093e\u090f\u0901 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e \u0915\u0920\u093f\u0928 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-compliance-and-risk-management\"><span class=\"ez-toc-section\" id=\"Regulatory_Compliance_and_Risk_Management\"><\/span>\u0928\u093f\u092f\u093e\u092e\u0915 \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><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u092a\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u092c\u094b\u091d \u0905\u0924\u094d\u092f\u0927\u093f\u0915 \u0914\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u092c\u0922\u093c\u0924\u093e \u091c\u093e \u0930\u0939\u093e \u0939\u0948\u0964 MiFID II (\u092e\u093e\u0930\u094d\u0915\u0947\u091f\u094d\u0938 \u0907\u0928 \u092b\u093e\u0907\u0928\u0947\u0902\u0936\u093f\u092f\u0932 \u0907\u0902\u0938\u094d\u091f\u094d\u0930\u0942\u092e\u0947\u0902\u091f\u094d\u0938 \u0921\u093e\u092f\u0930\u0947\u0915\u094d\u091f\u093f\u0935 II), GDPR (\u091c\u0928\u0930\u0932 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u094b\u091f\u0947\u0915\u094d\u0936\u0928 \u0930\u0947\u0917\u0941\u0932\u0947\u0936\u0928), \u0914\u0930 FINMA (\u0938\u094d\u0935\u093f\u0938 \u092b\u093e\u0907\u0928\u0947\u0902\u0936\u093f\u092f\u0932 \u092e\u093e\u0930\u094d\u0915\u0947\u091f \u0938\u0941\u092a\u0930\u0935\u093e\u0907\u091c\u0930\u0940 \u0905\u0925\u0949\u0930\u093f\u091f\u0940) \u091c\u0948\u0938\u0947 \u0928\u093f\u092f\u092e \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u0905\u092d\u093f\u0932\u0947\u0916-\u0930\u0916\u0930\u0916\u093e\u0935, \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u093f\u0924\u093e, \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u092a\u0930 \u0938\u0916\u094d\u0924 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u090f\u0901 \u0932\u093e\u0917\u0942 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u094b\u0902 \u092e\u0947\u0902 \u0928\u093f\u0930\u0902\u0924\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u093e \u090f\u0915 \u0935\u093f\u0936\u093e\u0932 \u0915\u093e\u0930\u094d\u092f \u0939\u0948, \u0935\u093f\u0936\u0947\u0937\u0915\u0930 \u091c\u092c \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u091c\u093e\u0902\u091a\u094b\u0902 \u0914\u0930 \u092a\u0941\u0930\u093e\u0928\u0947 \u0938\u093f\u0938\u094d\u091f\u092e \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930\u0924\u093e \u0939\u094b\u0964 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0928 \u0915\u0930\u0928\u0947 \u092a\u0930 \u092d\u093e\u0930\u0940 \u091c\u0941\u0930\u094d\u092e\u093e\u0928\u093e, \u092a\u094d\u0930\u0924\u093f\u0937\u094d\u0920\u093e \u0915\u094b \u0928\u0941\u0915\u0938\u093e\u0928 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u093e \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u0916\u094b\u0928\u0947 \u091c\u0948\u0938\u0940 \u0938\u092e\u0938\u094d\u092f\u093e\u090f\u0901 \u0939\u094b \u0938\u0915\u0924\u0940 \u0939\u0948\u0902\u0964 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u091c\u093f\u0938\u092e\u0947\u0902 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/what-is-aml\/\" target=\"_self\">\u090f\u090f\u092e\u090f\u0932<\/a> (\u0905\u0935\u0948\u0927 \u0927\u0928 \u0936\u094b\u0927\u0928-\u0930\u094b\u0927\u0940) \u0914\u0930 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/what-is-kyc\/\" target=\"_self\">\u0915\u0947\u0935\u093e\u0908\u0938\u0940<\/a> (\u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u091c\u093e\u0928\u0947\u0902) \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u092d\u0940 \u092e\u091c\u092c\u0942\u0924, \u0932\u0947\u0916\u093e-\u092a\u0930\u0940\u0915\u094d\u0937\u0923 \u092f\u094b\u0917\u094d\u092f \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b\u0924\u0940 \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-1024x701.png\" alt=\"\u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u0932\u091a\u0940\u0932\u093e \u0938\u0940\u0906\u0930\u090f\u092e \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u0932\u091a\u0940\u0932\u093e \u0938\u0940\u0906\u0930\u090f\u092e \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u094b \u0910\u0938\u0947 \u090f\u0915\u0940\u0915\u0943\u0924 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b\u0924\u0940 \u0939\u0948 \u091c\u094b \u0909\u0928\u0915\u0940 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0914\u0930 \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u0930\u0942\u092a \u0938\u0947 \u091c\u0941\u0921\u093c \u0938\u0915\u0947\u0902\u0964 \u092f\u0947 \u0909\u092a\u0915\u0930\u0923 \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0902, \u0915\u094d\u092f\u094b\u0902\u0915\u093f \u092f\u0947 \u0911\u0921\u093f\u091f \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0917\u094d\u0930\u093e\u0939\u0915 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u0940\u0915\u0930\u0923 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0928\u093f\u092f\u093e\u092e\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u091c\u094b\u0916\u093f\u092e\u094b\u0902 \u0915\u094b \u0915\u092e \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enhancing-client-experience-and-personalisation\"><span class=\"ez-toc-section\" id=\"Enhancing_Client_Experience_and_Personalisation\"><\/span>\u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0914\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924\u0915\u0930\u0923 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0928\u093e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0906\u0927\u0941\u0928\u093f\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u092a\u0928\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u094d\u0930\u0926\u093e\u0924\u093e\u0913\u0902 \u0938\u0947 \u090f\u0915 \u0928\u093f\u0930\u094d\u092c\u093e\u0927, \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0914\u0930 \u0921\u093f\u091c\u093f\u091f\u0932-\u092a\u094d\u0930\u0925\u092e \u0905\u0928\u0941\u092d\u0935 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0935\u0947 \u0905\u092a\u0928\u0947 \u0916\u093e\u0924\u0947 \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0924\u0915 \u0906\u0938\u093e\u0928 \u092a\u0939\u0941\u0901\u091a, \u0938\u0915\u094d\u0930\u093f\u092f \u0938\u0932\u093e\u0939 \u0914\u0930 \u0915\u0908 \u091a\u0948\u0928\u0932\u094b\u0902 \u092a\u0930 \u0915\u0941\u0936\u0932 \u0938\u0947\u0935\u093e \u0935\u093f\u0924\u0930\u0923 \u091a\u093e\u0939\u0924\u0947 \u0939\u0948\u0902\u0964 \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u093e\u0901 \u0905\u0915\u094d\u0938\u0930 \u0917\u0939\u0928 \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u093f\u092d\u093e\u091c\u0928, \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0902\u091a\u093e\u0930, \u0914\u0930 \u0938\u094d\u0935\u092f\u0902-\u0938\u0947\u0935\u093e \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0909\u092a\u0915\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0905\u0938\u092b\u0932 \u0930\u0939\u0924\u0940 \u0939\u0948\u0902\u0964 \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u094d\u092f\u0935\u0939\u093e\u0930 \u092e\u0947\u0902 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0915\u0930 \u092c\u0948\u0902\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935\u094b\u0902 \u0915\u094b \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u092c\u0928\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0932\u093e\u0939 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0940 \u091c\u0930\u0942\u0930\u0924\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u092a\u0947\u0936\u0915\u0936\u094b\u0902 \u0915\u094b \u0924\u0948\u092f\u093e\u0930 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0939 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0938\u0902\u0924\u094b\u0937, \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u0932\u093e\u092f\u0928, \u0914\u0930 \u0915\u094d\u0930\u0949\u0938-\u0938\u0947\u0932\u093f\u0902\u0917 \u0924\u0925\u093e \u0905\u092a-\u0938\u0947\u0932\u093f\u0902\u0917 \u0915\u0947 \u0905\u0935\u0938\u0930\u094b\u0902 \u0915\u0947 \u091a\u0942\u0915\u0928\u0947 \u0915\u093e \u0915\u093e\u0930\u0923 \u092c\u0928 \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f, \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923, \u0914\u0930 \u0905\u0902\u0924\u0924\u0903 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0947 \u0932\u093f\u090f \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-operational-inefficiencies-and-cost-pressures\"><span class=\"ez-toc-section\" id=\"Operational_Inefficiencies_and_Cost_Pressures\"><\/span>\u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0937\u092e\u0924\u093e \u0915\u0940 \u0916\u093e\u092e\u093f\u092f\u093e\u0901 \u0914\u0930 \u0932\u093e\u0917\u0924 \u0926\u092c\u093e\u0935<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u0941\u0930\u093e\u0924\u0928 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u092e\u0947\u0902 \u092e\u0948\u0928\u0941\u0905\u0932 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0902, \u0905\u0928\u093e\u0935\u0936\u094d\u092f\u0915 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0935\u093f\u0937\u094d\u091f\u093f \u0914\u0930 \u0905\u0915\u0941\u0936\u0932 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0906\u092e \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0936\u094b\u0927, \u0938\u093e\u0930\u093e\u0902\u0936 \u0914\u0930 \u0916\u093e\u0924\u093e \u0905\u092a\u0921\u0947\u091f \u091c\u0948\u0938\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0915\u0941\u0936\u0932\u0924\u093e\u092a\u0942\u0930\u094d\u0935\u0915 \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u093e \u0915\u0930\u094d\u092e\u091a\u093e\u0930\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u0920\u093f\u0928 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u092f\u0947 \u0905\u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0902 \u0938\u0940\u0927\u0947 \u0909\u091a\u094d\u091a \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0932\u093e\u0917\u0924, \u0932\u0902\u092c\u0940 \u092a\u094d\u0930\u0938\u0902\u0938\u094d\u0915\u0930\u0923 \u0905\u0935\u0927\u093f \u0914\u0930 \u092e\u093e\u0928\u0935\u0940\u092f \u0924\u094d\u0930\u0941\u091f\u093f \u0915\u0947 \u092c\u0922\u093c\u0947 \u0939\u0941\u090f \u091c\u094b\u0916\u093f\u092e \u092e\u0947\u0902 \u092c\u0926\u0932 \u091c\u093e\u0924\u0940 \u0939\u0948\u0902\u0964 \u0932\u093e\u0917\u0924 \u0915\u092e \u0915\u0930\u0928\u0947 \u0914\u0930 \u0938\u093e\u0925 \u0939\u0940 \u0938\u0947\u0935\u093e \u0917\u0941\u0923\u0935\u0924\u094d\u0924\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0928\u0947 \u0915\u093e \u0926\u092c\u093e\u0935 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u0902\u0924\u0941\u0932\u0928 \u0915\u093e\u0930\u094d\u092f \u0939\u0948\u0964 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0914\u0930 \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u093e \u0926\u0940\u0930\u094d\u0918\u0915\u093e\u0932\u093f\u0915 \u0938\u094d\u0925\u093f\u0930\u0924\u093e \u0915\u0947 \u0932\u093f\u090f \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u0938\u0902\u0915\u094d\u0930\u092e\u0923: \u0907\u0928 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, InvestGlass \u090f\u0915 \u0935\u094d\u092f\u093e\u092a\u0915 \u0938\u092e\u093e\u0927\u093e\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u0948\u0938\u093e \u0915\u093f \u0905\u0917\u0932\u0947 \u0905\u0928\u0941\u092d\u093e\u0917 \u092e\u0947\u0902 \u0935\u093f\u0938\u094d\u0924\u093e\u0930 \u0938\u0947 \u092c\u0924\u093e\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-a-holistic-solution-for-client-account-management\"><span class=\"ez-toc-section\" id=\"InvestGlass_A_Holistic_Solution_for_Client_Account_Management\"><\/span>InvestGlass: \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0938\u092e\u0917\u094d\u0930 \u0938\u092e\u093e\u0927\u093e\u0928<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0907\u0928 \u092c\u0939\u0941\u0906\u092f\u093e\u092e\u0940 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u0938\u0940\u0927\u0947 \u0938\u093e\u092e\u0928\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u090f\u0915\u0940\u0915\u0943\u0924, \u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0947 \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u0940 \u091c\u091f\u093f\u0932\u0924\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964 \u0907\u0938\u0915\u0947 \u0935\u094d\u092f\u093e\u092a\u0915 \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u0947 \u0938\u0942\u091f \u092e\u0947\u0902 CRM, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u090f\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0914\u0930 \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902, \u091c\u094b \u0938\u092d\u0940 \u090f\u0915 \u0939\u0940 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0935\u093e\u0938\u094d\u0924\u0941\u0915\u0932\u093e \u0915\u0947 \u0924\u0939\u0924 \u090f\u0915\u0940\u0915\u0943\u0924 \u0939\u0948\u0902\u0964 \u092f\u0939 \u0921\u0947\u091f\u093e \u0938\u093e\u0907\u0932\u094b \u0915\u094b \u0938\u092e\u093e\u092a\u094d\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u0914\u0930 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u0947 \u0915\u093e 360-\u0921\u093f\u0917\u094d\u0930\u0940 \u0926\u0943\u0936\u094d\u092f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-and-security\"><span class=\"ez-toc-section\" id=\"Swiss_Data_Sovereignty_and_Security\"><\/span>\u0938\u094d\u0935\u093f\u0938 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0914\u0930 \u0938\u0941\u0930\u0915\u094d\u0937\u093e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u092a\u094d\u0930\u092e\u0941\u0916 \u0905\u0902\u0924\u0930 \u092f\u0939 \u0939\u0948 \u0915\u093f \u092f\u0939 \u0938\u094d\u0935\u093f\u0938 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0915\u0947 \u092a\u094d\u0930\u0924\u093f \u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927 \u0939\u0948\u0964 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0917\u094b\u092a\u0928\u0940\u092f\u0924\u093e \u0938\u0930\u094d\u0935\u094b\u092a\u0930\u093f \u0939\u0948\u0902\u0964 \u0915\u0921\u093c\u0947 \u0921\u0947\u091f\u093e \u0938\u0902\u0930\u0915\u094d\u0937\u0923 \u0915\u093e\u0928\u0942\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092a\u094d\u0930\u0938\u093f\u0926\u094d\u0927 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u093c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0921\u0947\u091f\u093e \u0939\u094b\u0938\u094d\u091f \u0915\u0930\u0928\u0947 \u0938\u0947 \u0921\u0947\u091f\u093e \u0915\u0940 \u0905\u0916\u0902\u0921\u0924\u093e \u0914\u0930 \u0917\u094b\u092a\u0928\u0940\u092f\u0924\u093e \u0915\u0947 \u0938\u0902\u092c\u0902\u0927 \u092e\u0947\u0902 \u092c\u0947\u091c\u094b\u0921\u093c \u0906\u0936\u094d\u0935\u093e\u0938\u0928 \u092e\u093f\u0932\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u092c\u0948\u0902\u0915\u094b\u0902, \u092c\u094d\u0930\u094b\u0915\u0930-\u0921\u0940\u0932\u0930\u094d\u0938 \u0914\u0930 \u0935\u0947\u0932\u094d\u0925 \u092e\u0948\u0928\u0947\u091c\u0930\u094d\u0938 \u0915\u0947 \u0932\u093f\u090f \u0906\u0915\u0930\u094d\u0937\u0915 \u0939\u0948 \u091c\u094b \u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0938\u0902\u092d\u093e\u0932\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-insight-0\"><span class=\"ez-toc-section\" id=\"Key_Insight-2\"><\/span>\u092e\u0941\u0916\u094d\u092f \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0926\u094d\u0935\u093e\u0930\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0940 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0940 \u0938\u094d\u0935\u093f\u0938 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e, \u092c\u0922\u093c\u0924\u0940 \u0921\u0947\u091f\u093e \u0917\u094b\u092a\u0928\u0940\u092f\u0924\u093e \u091a\u093f\u0902\u0924\u093e\u0913\u0902 \u0915\u0947 \u092f\u0941\u0917 \u092e\u0947\u0902 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u090f\u0915 \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u093e\u0924\u094d\u092e\u0915 \u0932\u093e\u092d \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0940 \u0939\u0948, \u0914\u0930 \u0905\u0926\u094d\u0935\u093f\u0924\u0940\u092f \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u0915\u093e \u0928\u093f\u0930\u094d\u092e\u093e\u0923 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-all-in-one-platform-approach\"><span class=\"ez-toc-section\" id=\"All-in-One_Platform_Approach\"><\/span>\u0938\u0930\u094d\u0935-\u0938\u092e\u093e\u0935\u0947\u0936\u0940 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0915\u0908 \u0935\u093f\u0915\u094d\u0930\u0947\u0924\u093e\u0913\u0902 \u0915\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0935\u093e\u0932\u0947 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u0947 \u0935\u093f\u092a\u0930\u0940\u0924, InvestGlass \u090f\u0915 \u090f\u0902\u0921-\u091f\u0942-\u090f\u0902\u0921 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u0915\u093e \u092e\u0924\u0932\u092c \u0939\u0948 \u0915\u093f \u092a\u094d\u0930\u093e\u0930\u0902\u092d\u093f\u0915 \u0932\u0940\u0921 \u091c\u0947\u0928\u0930\u0947\u0936\u0928 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917, \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917 \u0914\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u091a\u093e\u0930 \u0924\u0915, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0921\u0947\u091f\u093e \u090f\u0915 \u0939\u0940 \u0907\u0915\u094b\u0938\u093f\u0938\u094d\u091f\u092e \u092e\u0947\u0902 \u0930\u0939\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0915\u0908 \u0938\u093f\u0938\u094d\u091f\u092e\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0938\u092e\u093e\u092a\u094d\u0924 \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948 \u0914\u0930 \u0921\u0947\u091f\u093e \u090f\u0915 \u0939\u0940 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092e\u0947\u0902 \u0938\u092e\u0947\u0915\u093f\u0924 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u090f\u0915\u0940\u0915\u0943\u0924 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0906\u0908\u091f\u0940 \u0907\u0928\u094d\u092b\u094d\u0930\u093e\u0938\u094d\u091f\u094d\u0930\u0915\u094d\u091a\u0930 \u0915\u094b \u0905\u0924\u094d\u092f\u0927\u093f\u0915 \u0938\u0930\u0932 \u092c\u0928\u093e\u0924\u093e \u0939\u0948, \u090f\u0915\u0940\u0915\u0930\u0923 \u0932\u093e\u0917\u0924 \u0915\u094b \u0915\u092e \u0915\u0930\u0924\u093e \u0939\u0948, \u0914\u0930 \u0938\u092d\u0940 \u0915\u093e\u0930\u094d\u092f\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\u093e \u0939\u0948\u0964 \u092f\u0939 \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u090f\u0915 \u0935\u094d\u092f\u093e\u092a\u0915 \u092c\u094d\u0930\u094b\u0915\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-powered-automation-and-gpt-integration\"><span class=\"ez-toc-section\" id=\"AI-Powered_Automation_and_GPT_Integration\"><\/span>\u090f\u0906\u0908-\u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0914\u0930 \u091c\u0940\u092a\u0940\u091f\u0940 \u090f\u0915\u0940\u0915\u0930\u0923<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0905\u0924\u094d\u092f\u093e\u0927\u0941\u0928\u093f\u0915 \u0924\u0915\u0928\u0940\u0915 \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0924\u093e \u0939\u0948\u0964 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b8%e0%a5%8d%e0%a4%b5%e0%a4%9a%e0%a4%be%e0%a4%b2%e0%a4%a8-%e0%a4%89%e0%a4%aa%e0%a4%95%e0%a4%b0%e0%a4%a3\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u0915\u0943\u0924\u094d\u0930\u093f\u092e \u0939\u094b\u0936\u093f\u092f\u093e\u0930\u0940\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"6057\">\u0915\u0943\u0924\u094d\u0930\u093f\u092e \u0939\u094b\u0936\u093f\u092f\u093e\u0930\u0940<\/a> \u0914\u0930 \u091c\u0940\u092a\u0940\u091f\u0940 \u090f\u0915\u0940\u0915\u0930\u0923 \u0938\u0947 \u0928\u093f\u092f\u092e\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u092c\u0928\u093e\u0928\u093e, \u092c\u0941\u0926\u094d\u0927\u093f\u092e\u093e\u0928\u0940\u092a\u0942\u0930\u094d\u0923 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e, \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0928\u093e\u0964 \u090f\u0906\u0908 \u0914\u0930 \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u093e\u0930\u094d\u0930\u0935\u093e\u0908 \u092f\u094b\u0917\u094d\u092f \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0909\u0928\u094d\u0928\u0924 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u0924\u0925\u093e \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0947 \u0932\u093f\u090f \u0921\u0947\u091f\u093e-\u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u0914\u0930 \u0921\u0947\u091f\u093e \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u0909\u092a\u0932\u092c\u094d\u0927 \u0915\u0930\u093e\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u092e\u0947\u0902 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0928\u093f\u0930\u094d\u092e\u093e\u0923, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u091c\u093e\u0902\u091a, \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0902\u091a\u093e\u0930 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u093e, \u0914\u0930 \u092f\u0939\u093e\u0902 \u0924\u0915 \u0915\u093f \u0921\u0947\u091f\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0924\u0925\u093e \u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u093e\u0928 \u092e\u0949\u0921\u0932\u093f\u0902\u0917 \u092e\u0947\u0902 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915\u094b\u0902 \u0915\u0940 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964 \u090f\u0906\u0908 \u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0902 \u092e\u0942\u0932\u094d\u092f\u0935\u093e\u0928 \u092e\u093e\u0928\u0935 \u092a\u0942\u0902\u091c\u0940 \u0915\u094b \u092e\u0941\u0915\u094d\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u0947\u0936\u0947\u0935\u0930 \u0909\u091a\u094d\u091a-\u092e\u0942\u0932\u094d\u092f \u0935\u093e\u0932\u0940 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-no-code-low-code-customisation\"><span class=\"ez-toc-section\" id=\"No-CodeLow-Code_Customisation\"><\/span>\u0928\u094b-\u0915\u094b\u0921\/\u0932\u094b-\u0915\u094b\u0921 \u0905\u0928\u0941\u0915\u0942\u0932\u0928<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0940 \u0928\u094b-\u0915\u094b\u0921\/\u0932\u094b-\u0915\u094b\u0921 \u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0901 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0935\u094d\u092f\u093e\u092a\u0915 \u092a\u094d\u0930\u094b\u0917\u094d\u0930\u093e\u092e\u093f\u0902\u0917 \u091c\u094d\u091e\u093e\u0928 \u0915\u0947 \u092c\u093f\u0928\u093e \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u094b \u0905\u092a\u0928\u0940 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0902\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u090f\u0915 \u092c\u0948\u0902\u0915 \u0921\u094d\u0930\u0948\u0917-\u090f\u0902\u0921-\u0921\u094d\u0930\u0949\u092a \u091f\u0942\u0932 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0915\u0947 \u090f\u0915 \u0915\u0938\u094d\u091f\u092e \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u092f\u093e \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u092c\u0928\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0932\u091a\u0940\u0932\u093e\u092a\u0928 \u092c\u0926\u0932\u0924\u0940 \u092c\u093e\u091c\u093e\u0930 \u0938\u094d\u0925\u093f\u0924\u093f\u092f\u094b\u0902, \u0928\u093f\u092f\u093e\u092e\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0914\u0930 \u0906\u0902\u0924\u0930\u093f\u0915 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u0924\u094d\u0935\u0930\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948\u0964 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u092e\u0947\u0902 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u0930\u0928\u0947 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0935\u093f\u0936\u0947\u0937 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u092c\u0928\u093e\u0928\u0947 \u0924\u0915 \u0936\u093e\u092e\u093f\u0932 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948 \u0915\u093f \u0938\u093f\u0938\u094d\u091f\u092e \u0938\u0902\u0917\u0920\u0928 \u0915\u0947 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0922\u093e\u0902\u091a\u0947 \u0915\u0947 \u0938\u093e\u0925 \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u092e\u0947\u0932 \u0916\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u0905\u0917\u0932\u093e, \u0939\u092e InvestGlass \u0915\u0940 \u0909\u0928 \u092a\u094d\u0930\u092e\u0941\u0916 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0915\u093e \u0905\u0928\u094d\u0935\u0947\u0937\u0923 \u0915\u0930\u0947\u0902\u0917\u0947 \u091c\u094b \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0902\u0964.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-of-investglass-for-enhanced-account-management\"><span class=\"ez-toc-section\" id=\"Key_Features_of_InvestGlass_for_Enhanced_Account_Management\"><\/span>\u092c\u0947\u0939\u0924\u0930 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u0940 \u092a\u094d\u0930\u092e\u0941\u0916 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0901<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u092a\u0939\u0932\u0942 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u093e\u0935\u0927\u093e\u0928\u0940\u092a\u0942\u0930\u094d\u0935\u0915 \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u0940 \u0917\u0908 \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u0915\u093e \u090f\u0915 \u0938\u092e\u0943\u0926\u094d\u0927 \u0938\u0947\u091f \u0939\u0948\u0964 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0938\u0941\u0935\u093f\u0927\u093e \u0915\u093e \u0935\u093f\u0938\u094d\u0924\u093e\u0930 \u0938\u0947 \u0935\u0930\u094d\u0923\u0928 \u0915\u0930\u0928\u0947 \u0938\u0947 \u092a\u0939\u0932\u0947, \u0928\u0940\u091a\u0947 \u0907\u0938\u0915\u0940 \u092e\u0941\u0916\u094d\u092f \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u093e \u0938\u093e\u0930\u093e\u0902\u0936 \u0926\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u090f\u0915\u0940\u0915\u0943\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0914\u0930 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0938\u0940\u0906\u0930\u090f\u092e<\/li>\n\n\n\n<li>\u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936 \u0915\u0940 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915\u0940\u0915\u0943\u0924 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 (\u092a\u0940\u090f\u092e\u090f\u0938)<\/li>\n\n\n\n<li>\u0938\u094d\u0935-\u0938\u0947\u0935\u093e \u0914\u0930 \u0938\u0902\u091a\u093e\u0930 \u0915\u0947 \u0932\u093f\u090f \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924, \u092c\u094d\u0930\u093e\u0902\u0921\u0947\u0921 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932<\/li>\n\n\n\n<li>\u0915\u0941\u0936\u0932 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0927\u093f\u0917\u094d\u0930\u0939\u0923 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0914\u0930 \u0915\u0947\u0935\u093e\u0908\u0938\u0940\/\u090f\u090f\u092e\u090f\u0932 \u0938\u094d\u0935\u091a\u093e\u0932\u0928<\/li>\n\n\n\n<li>\u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0938\u092e\u0928\u094d\u0935\u092f<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-crm-functionality-for-client-accounts\"><span class=\"ez-toc-section\" id=\"CRM_Functionality_for_Client_Accounts\"><\/span>\u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0937\u092e\u0924\u093e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u0947 \u092d\u0940\u0924\u0930 \u0915\u093e \u092e\u0941\u0916\u094d\u092f CRM \u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u092d\u0902\u0921\u093e\u0930 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u092e\u0947\u0902 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0935\u093f\u0935\u0930\u0923, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0932\u0915\u094d\u0937\u094d\u092f, \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932, \u0938\u0902\u091a\u093e\u0930 \u0907\u0924\u093f\u0939\u093e\u0938, \u0909\u0924\u094d\u092a\u093e\u0926 \u0939\u094b\u0932\u094d\u0921\u093f\u0902\u0917\u094d\u0938 \u0914\u0930 \u0932\u0947\u0928\u0926\u0947\u0928 \u0938\u0902\u092c\u0902\u0927\u0940 \u0921\u0947\u091f\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u093e 360-\u0921\u093f\u0917\u094d\u0930\u0940 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0935\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u0922\u0902\u0917 \u0938\u0947 \u0938\u092e\u091d \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u093e \u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u093e\u0928 \u0932\u0917\u093e \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0938\u0932\u093e\u0939 \u0926\u0947 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\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-Portfolio-2024-3382bf7c-1-1024x701.png\" alt=\"\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 - \u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u0940\" class=\"wp-image-47032\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1-768x525.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1.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 - \u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u0940<\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-comprehensive-client-profiling\"><span class=\"ez-toc-section\" id=\"Comprehensive_Client_Profiling\"><\/span>\u0935\u094d\u092f\u093e\u092a\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932\u093f\u0902\u0917<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0935\u093f\u0938\u094d\u0924\u0943\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932\u093f\u0902\u0917 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u092e\u0947\u0902 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0947\u0935\u093e \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0947 \u0921\u0947\u091f\u093e \u092c\u093f\u0902\u0926\u0941 \u0936\u093e\u092e\u093f\u0932 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u092e\u0947\u0902 \u091c\u0928\u0938\u093e\u0902\u0916\u094d\u092f\u093f\u0915\u0940\u092f \u091c\u093e\u0928\u0915\u093e\u0930\u0940, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0932\u0915\u094d\u0937\u094d\u092f (\u091c\u0948\u0938\u0947 \u0938\u0947\u0935\u093e\u0928\u093f\u0935\u0943\u0924\u094d\u0924\u093f \u092f\u094b\u091c\u0928\u093e, \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u0938\u0902\u091a\u092f, \u0935\u093f\u0930\u093e\u0938\u0924 \u092f\u094b\u091c\u0928\u093e), \u0928\u093f\u0935\u0947\u0936 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e\u090f\u0901, \u091c\u094b\u0916\u093f\u092e \u0938\u0939\u0928\u0936\u0940\u0932\u0924\u093e, \u0914\u0930 \u092f\u0939\u093e\u0902 \u0924\u0915 \u0915\u093f \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0938\u0947 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0935\u094d\u092f\u0935\u0939\u093e\u0930\u093f\u0915 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092d\u0940 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u0915\u093f\u0938\u0940 \u092d\u0940 \u092c\u0948\u0902\u0915 \u0915\u0947 CRM \u0915\u0947 \u0932\u093f\u090f \u0910\u0938\u0940 \u0935\u094d\u092f\u093e\u092a\u0915 \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932\u093f\u0902\u0917 \u0905\u0924\u094d\u092f\u0902\u0924 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-activity-tracking-and-communication-history\"><span class=\"ez-toc-section\" id=\"Activity_Tracking_and_Communication_History\"><\/span>\u0917\u0924\u093f\u0935\u093f\u0927\u093f \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917 \u0914\u0930 \u0938\u0902\u091a\u093e\u0930 \u0907\u0924\u093f\u0939\u093e\u0938<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u0938\u093e\u0925 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928, \u091a\u093e\u0939\u0947 \u0935\u0939 \u0908\u092e\u0947\u0932 \u0939\u094b, \u092b\u094b\u0928 \u0915\u0949\u0932 \u0939\u094b, \u092c\u0948\u0920\u0915 \u0939\u094b \u092f\u093e \u092a\u094b\u0930\u094d\u091f\u0932 \u0932\u0949\u0917\u093f\u0928, \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 CRM \u092e\u0947\u0902 \u0932\u0949\u0917 \u0914\u0930 \u091f\u094d\u0930\u0948\u0915 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u0938\u0947 \u090f\u0915 \u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u0938\u0902\u091a\u093e\u0930 \u0907\u0924\u093f\u0939\u093e\u0938 \u092c\u0928\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0938\u092d\u0940 \u091f\u0940\u092e \u0938\u0926\u0938\u094d\u092f \u0928\u0935\u0940\u0928\u0924\u092e \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0926\u0930\u094d\u092d \u0924\u0915 \u092a\u0939\u0941\u0901\u091a \u092a\u093e\u0924\u0947 \u0939\u0948\u0902, \u0905\u0928\u093e\u0935\u0936\u094d\u092f\u0915 \u092a\u0942\u091b\u0924\u093e\u091b\u094b\u0902 \u0938\u0947 \u092c\u091a\u093e\u0935 \u0939\u094b\u0924\u093e \u0939\u0948 \u0914\u0930 \u0938\u0947\u0935\u093e \u0915\u0940 \u0928\u093f\u0930\u0902\u0924\u0930\u0924\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-lead-management-and-sales-pipeline\"><span class=\"ez-toc-section\" id=\"Lead_Management_and_Sales_Pipeline\"><\/span>\u0932\u0940\u0921 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u093e\u0907\u092a\u0932\u093e\u0907\u0928<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u092e\u094c\u091c\u0942\u0926\u093e \u0916\u093e\u0924\u094b\u0902 \u0915\u0947 \u0905\u0932\u093e\u0935\u093e, InvestGlass \u092e\u091c\u092c\u0942\u0924 \u0932\u0940\u0921 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0909\u092a\u0915\u0930\u0923 \u092d\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u092e\u093e\u0927\u094d\u092f\u092e\u094b\u0902 \u0938\u0947 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ac%e0%a4%bf%e0%a4%95%e0%a5%8d%e0%a4%b0%e0%a5%80-%e0%a4%aa%e0%a4%be%e0%a4%87%e0%a4%aa%e0%a4%b2%e0%a4%be%e0%a4%87%e0%a4%a8-%e0%a4%95%e0%a5%87-%e0%a4%86%e0%a4%b5%e0%a4%b6%e0%a5%8d%e0%a4%af\/\" target=\"_self\">\u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u093e\u0907\u092a\u0932\u093e\u0907\u0928 \u0915\u0947 \u091a\u0930\u0923<\/a>, \u0932\u0915\u094d\u0937\u093f\u0924 \u0938\u0902\u091a\u093e\u0930 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092a\u094b\u0937\u093f\u0924 \u0915\u0930\u0947\u0902, \u0914\u0930 \u0932\u0940\u0921\u094d\u0938 \u0915\u094b \u0938\u0939\u091c\u0924\u093e \u0938\u0947 \u0928\u090f \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u094b\u0902 \u092e\u0947\u0902 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u093f\u0924 \u0915\u0930\u0947\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-management-system-pms\"><span class=\"ez-toc-section\" id=\"Portfolio_Management_System_PMS\"><\/span>\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 (\u092a\u0940\u090f\u092e\u090f\u0938)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u092b\u0930\u094d\u092e\u094b\u0902 \u0914\u0930 \u0935\u0947\u0932\u094d\u0925 \u092e\u0948\u0928\u0947\u091c\u0930\u094d\u0938 \u0915\u0947 \u0932\u093f\u090f, \u090f\u0915\u0940\u0915\u0943\u0924 \u092a\u0940\u090f\u092e\u090f\u0938 \u090f\u0915 \u0917\u0947\u092e-\u091a\u0947\u0902\u091c\u0930 \u0939\u0948\u0964 \u092f\u0939 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u0940 \u0930\u0940\u092f\u0932-\u091f\u093e\u0907\u092e \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917, \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u0938\u0940\u0927\u0947 \u0909\u0928\u0915\u0947 \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0930\u094b\u092b\u093e\u0907\u0932 \u0938\u0947 \u091c\u0941\u0921\u093c\u093e \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-real-time-portfolio-tracking\"><span class=\"ez-toc-section\" id=\"Real-time_Portfolio_Tracking\"><\/span>\u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0928\u093f\u0935\u0947\u0936 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u094b \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u092e\u0947\u0902 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0915\u0940 \u091c\u093e \u0938\u0915\u0924\u0940 \u0939\u0948, \u091c\u093f\u0938\u092e\u0947\u0902 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u0906\u0935\u0902\u091f\u0928, \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938 \u0914\u0930 \u092c\u093e\u091c\u093e\u0930 \u092e\u0942\u0932\u094d\u092f \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u093f\u0924 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964 \u0921\u0947\u091f\u093e \u0924\u0915 \u092f\u0939 \u0924\u0924\u094d\u0915\u093e\u0932 \u092a\u0939\u0941\u0902\u091a \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u092c\u093e\u091c\u093e\u0930 \u092e\u0947\u0902 \u0939\u094b\u0928\u0947 \u0935\u093e\u0932\u0947 \u092c\u0926\u0932\u093e\u0935\u094b\u0902 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u094b\u0927\u094b\u0902 \u092a\u0930 \u0924\u0941\u0930\u0902\u0924 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-performance-reporting-and-analytics\"><span class=\"ez-toc-section\" id=\"Performance_Reporting_and_Analytics\"><\/span>\u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0914\u0930 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0935\u094d\u092f\u093e\u092a\u0915 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0930\u093f\u091f\u0930\u094d\u0928, \u091c\u094b\u0916\u093f\u092e-\u0938\u092e\u093e\u092f\u094b\u091c\u093f\u0924 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0914\u0930 \u092c\u0947\u0902\u091a\u092e\u093e\u0930\u094d\u0915 \u0915\u0947 \u0938\u093e\u092a\u0947\u0915\u094d\u0937 \u0924\u0941\u0932\u0928\u093e \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u092f\u094b\u0917\u094d\u092f \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092e\u0941\u0916 \u092e\u0947\u091f\u094d\u0930\u093f\u0915\u094d\u0938 \u0915\u094b \u0906\u0938\u093e\u0928\u0940 \u0938\u0947 \u0926\u0947\u0916\u0928\u0947 \u0915\u0940 \u0938\u0941\u0935\u093f\u0927\u093e \u0926\u0947\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-trade-execution-and-order-management-integration\"><span class=\"ez-toc-section\" id=\"Trade_Execution_and_Order_Management_Integration\"><\/span>\u0935\u094d\u092f\u093e\u092a\u093e\u0930 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0914\u0930 \u0911\u0930\u094d\u0921\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u090f\u0915\u0940\u0915\u0930\u0923<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u093e\u0932\u093e\u0902\u0915\u093f InvestGlass \u0915\u094b\u0908 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u092e\u0902\u091a \u0928\u0939\u0940\u0902 \u0939\u0948, \u092f\u0939 \u092e\u094c\u091c\u0942\u0926\u093e \u091f\u094d\u0930\u0947\u0921\u093f\u0902\u0917 \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0943\u0924 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0938\u0947 \u0911\u0930\u094d\u0921\u0930 \u0928\u093f\u0930\u094d\u092e\u093e\u0923 \u0914\u0930 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0924\u0915, \u0914\u0930 \u092b\u093f\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0905\u092a\u0921\u0947\u091f \u0924\u0915 \u090f\u0915 \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0938\u0902\u092d\u0935 \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0906\u0927\u0941\u0928\u093f\u0915 \u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u092e\u0947\u0902 \u092f\u0939 \u090f\u0915\u0940\u0915\u0930\u0923 \u0905\u0924\u094d\u092f\u0902\u0924 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal\"><span class=\"ez-toc-section\" id=\"Client_Portal\"><\/span>\u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u090f\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924, \u092c\u094d\u0930\u093e\u0902\u0921\u0947\u0921 \u0917\u0947\u091f\u0935\u0947 \u0939\u0948 \u091c\u094b \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0938\u094d\u0935-\u0938\u0947\u0935\u093e \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0938\u0947 \u0938\u0936\u0915\u094d\u0924 \u092c\u0928\u093e\u0924\u093e \u0939\u0948 \u0914\u0930 \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u093f\u0924\u093e \u0915\u094b \u092c\u0922\u093c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-secure-document-exchange\"><span class=\"ez-toc-section\" id=\"Secure_Document_Exchange\"><\/span>\u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0935\u093f\u0928\u093f\u092e\u092f<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0938\u0940\u0927\u0947 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0938\u0902\u0935\u0947\u0926\u0928\u0936\u0940\u0932 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c, \u091c\u0948\u0938\u0947 \u0938\u094d\u091f\u0947\u091f\u092e\u0947\u0902\u091f, \u091f\u0948\u0915\u094d\u0938 \u092b\u0949\u0930\u094d\u092e \u0914\u0930 \u0938\u092e\u091d\u094c\u0924\u0947, \u0905\u092a\u0932\u094b\u0921 \u0914\u0930 \u0921\u093e\u0909\u0928\u0932\u094b\u0921 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u0938\u0947 \u0905\u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0908\u092e\u0947\u0932 \u0906\u0926\u093e\u0928-\u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0938\u092e\u093e\u092a\u094d\u0924 \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948 \u0914\u0930 \u090f\u0915 \u0911\u0921\u093f\u091f \u092f\u094b\u0917\u094d\u092f \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u0909\u092a\u0932\u092c\u094d\u0927 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-account-access-and-self-service\"><span class=\"ez-toc-section\" id=\"Account_Access_and_Self-Service\"><\/span>\u0916\u093e\u0924\u093e \u092a\u0939\u0941\u0901\u091a \u0914\u0930 \u0938\u094d\u0935-\u0938\u0947\u0935\u093e<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u092a\u0928\u0940 \u0938\u0941\u0935\u093f\u0927\u093e\u0928\u0941\u0938\u093e\u0930 \u0905\u092a\u0928\u0947 \u0916\u093e\u0924\u0947 \u0915\u093e \u0936\u0947\u0937, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0939\u094b\u0932\u094d\u0921\u093f\u0902\u0917\u094d\u0938, \u0932\u0947\u0928\u0926\u0947\u0928 \u0915\u093e \u0907\u0924\u093f\u0939\u093e\u0938 \u0914\u0930 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0926\u0947\u0916 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u094b \u0907\u0938 \u092a\u094d\u0930\u0915\u093e\u0930 \u092d\u0940 \u0915\u0949\u0928\u094d\u092b\u093c\u093f\u0917\u0930 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948 \u0915\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0941\u091b \u0938\u0947\u0935\u093e \u0905\u0928\u0941\u0930\u094b\u0927 \u0936\u0941\u0930\u0942 \u0915\u0930 \u0938\u0915\u0947\u0902 \u092f\u093e \u0905\u092a\u0928\u0940 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0905\u092a\u0921\u0947\u091f \u0915\u0930 \u0938\u0915\u0947\u0902, \u091c\u093f\u0938\u0938\u0947 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915\u094b\u0902 \u092a\u0930 \u092a\u094d\u0930\u0936\u093e\u0938\u0928\u093f\u0915 \u092c\u094b\u091d \u0915\u092e \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-personalised-communication-and-alerts\"><span class=\"ez-toc-section\" id=\"Personalised_Communication_and_Alerts\"><\/span>\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0902\u091a\u093e\u0930 \u0914\u0930 \u0905\u0932\u0930\u094d\u091f<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u092a\u094b\u0930\u094d\u091f\u0932 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0902\u091a\u093e\u0930 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u092e\u093e\u0927\u094d\u092f\u092e \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u092a\u094d\u0930\u093e\u0938\u0902\u0917\u093f\u0915 \u0938\u092e\u093e\u091a\u093e\u0930, \u092c\u093e\u091c\u093e\u0930 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u0914\u0930 \u0916\u093e\u0924\u093e-\u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0905\u0932\u0930\u094d\u091f \u0938\u0940\u0927\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0924\u0915 \u092a\u0939\u0941\u0901\u091a\u093e\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0938\u0915\u094d\u0930\u093f\u092f \u0938\u0902\u0932\u0917\u094d\u0928\u0924\u093e \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u0914\u0930 \u092e\u091c\u092c\u0942\u0924 \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-automation\"><span class=\"ez-toc-section\" id=\"Digital_Onboarding_and_KYC_Automation\"><\/span>\u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0914\u0930 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0938\u094d\u0935\u091a\u093e\u0932\u0928<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u093e \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0927\u093f\u0917\u094d\u0930\u0939\u0923 \u0914\u0930 \u0909\u0928\u094d\u0939\u0947\u0902 \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964 InvestGlass \u090f\u0915 \u092a\u0942\u0930\u094d\u0923\u0924\u0903 \u0921\u093f\u091c\u093f\u091f\u0932, \u0905\u0928\u0941\u092a\u093e\u0932\u0928\u0936\u0940\u0932 \u0914\u0930 \u0915\u0941\u0936\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0938\u092e\u093e\u0927\u093e\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-automated-kyc-and-aml-checks\"><span class=\"ez-toc-section\" id=\"Automated_KYC_and_AML_Checks\"><\/span>\u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0914\u0930 \u090f\u090f\u092e\u090f\u0932 \u091c\u093e\u0902\u091a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e Know Your Customer (KYC) \u0914\u0930 Anti-Money Laundering (AML) \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u0947 \u0905\u0927\u093f\u0915\u093e\u0902\u0936 \u0939\u093f\u0938\u094d\u0938\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u0924\u0940\u0938\u0930\u0947 \u092a\u0915\u094d\u0937 \u0915\u0947 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0926\u093e\u0924\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0943\u0924 \u0939\u094b\u0915\u0930 <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>, \u092a\u094d\u0930\u0924\u093f\u092c\u0902\u0927 \u0938\u0942\u091a\u0940 \u0938\u094d\u0915\u094d\u0930\u0940\u0928\u093f\u0902\u0917, \u0914\u0930 \u091c\u094b\u0916\u093f\u092e \u0906\u0915\u0932\u0928\u0964 \u092f\u0939 \u092e\u0948\u0928\u0941\u0905\u0932 \u092a\u094d\u0930\u092f\u093e\u0938 \u0915\u094b \u0915\u093e\u092b\u0940 \u0915\u092e \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u091c\u093e\u0902\u091a\u094b\u0902 \u0915\u094b \u0924\u0947\u091c \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" data-id=\"40537\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-1024x701.png\" alt=\"\u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0915\u0947 \u0932\u093f\u090f \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0938\u094d\u0935\u091a\u093e\u0932\u0928\" class=\"wp-image-40537\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u0915\u0947 \u0932\u093f\u090f \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0938\u094d\u0935\u091a\u093e\u0932\u0928<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-digital-forms-and-e-signatures\"><span class=\"ez-toc-section\" id=\"Digital_Forms_and_E-Signatures\"><\/span>\u0921\u093f\u091c\u093f\u091f\u0932 \u092b\u0949\u0930\u094d\u092e \u0914\u0930 \u0908-\u0939\u0938\u094d\u0924\u093e\u0915\u094d\u0937\u0930<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u092d\u0940 \u0906\u0935\u0936\u094d\u092f\u0915 \u092b\u0949\u0930\u094d\u092e \u0921\u093f\u091c\u093f\u091f\u0932 \u0930\u0942\u092a \u0938\u0947 \u092d\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u0939\u093e\u0901 \u0938\u0902\u092d\u0935 \u0939\u094b \u092a\u0942\u0930\u094d\u0935-\u092d\u0930\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u0947 \u0938\u093e\u0925, \u0914\u0930 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u094b\u0902 \u092a\u0930 \u0907\u0932\u0947\u0915\u094d\u091f\u094d\u0930\u0949\u0928\u093f\u0915 \u0930\u0942\u092a \u0938\u0947 \u0939\u0938\u094d\u0924\u093e\u0915\u094d\u0937\u0930 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u0938\u0947 \u0915\u093e\u0917\u091c\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0902 \u0938\u092e\u093e\u092a\u094d\u0924 \u0939\u094b\u0924\u0940 \u0939\u0948\u0902, \u0924\u094d\u0930\u0941\u091f\u093f\u092f\u093e\u0901 \u0915\u092e \u0939\u094b\u0924\u0940 \u0939\u0948\u0902, \u0914\u0930 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u0947 \u0915\u0940 \u0938\u092e\u092f-\u0938\u0940\u092e\u093e \u0924\u0947\u091c\u093c \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-workflow-orchestration\"><span class=\"ez-toc-section\" id=\"Workflow_Orchestration\"><\/span>\u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0938\u092e\u0928\u094d\u0935\u092f<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u091c\u091f\u093f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0915\u094b \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948, \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0915\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u092f\u093e \u0916\u093e\u0924\u0947 \u0915\u0947 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0940 \u091c\u091f\u093f\u0932\u0924\u093e \u0915\u0940 \u092a\u0930\u0935\u093e\u0939 \u0915\u093f\u090f \u092c\u093f\u0928\u093e \u0938\u092d\u0940 \u0906\u0935\u0936\u094d\u092f\u0915 \u091a\u0930\u0923, \u0905\u0928\u0941\u092e\u094b\u0926\u0928 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u091c\u093e\u0902\u091a \u0915\u094d\u0930\u092e\u092c\u0926\u094d\u0927 \u0930\u0942\u092a \u0938\u0947 \u092a\u0942\u0930\u0940 \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u0938\u0902\u0915\u094d\u0930\u092e\u0923: \u0907\u0928 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u0925, InvestGlass \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u0908 \u0932\u093e\u092d \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u0948\u0938\u093e \u0915\u093f \u0905\u0917\u0932\u0947 \u0905\u0928\u0941\u092d\u093e\u0917 \u092e\u0947\u0902 \u092c\u0924\u093e\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-adopting-investglass-for-account-management\"><span class=\"ez-toc-section\" id=\"Benefits_of_Adopting_InvestGlass_for_Account_Management\"><\/span>\u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f InvestGlass \u0905\u092a\u0928\u093e\u0928\u0947 \u0915\u0947 \u0932\u093e\u092d<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u094b \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u0947 \u0938\u0947 \u0905\u0928\u0947\u0915 \u0932\u093e\u092d \u092e\u093f\u0932\u0924\u0947 \u0939\u0948\u0902, \u091c\u094b \u092c\u0947\u0939\u0924\u0930 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e, \u092c\u0922\u093c\u0940 \u0939\u0941\u0908 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u092e\u091c\u092c\u0942\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u092e\u0947\u0902 \u092a\u0930\u093f\u0923\u0924 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0939 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u094b, \u091c\u093f\u0928\u092e\u0947\u0902 \u0916\u0941\u0926\u0930\u093e \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u092c\u0948\u0902\u0915 \u092d\u0940 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902, \u0905\u092a\u0928\u0947 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ae%e0%a4%be%e0%a4%b0%e0%a5%8d%e0%a4%95%e0%a5%87%e0%a4%9f%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%89%e0%a4%aa%e0%a4%95%e0%a4%b0%e0%a4%a3\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u0935\u093f\u092a\u0923\u0928\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"6059\">\u0935\u093f\u092a\u0923\u0928<\/a> \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0915\u094b \u0938\u092e\u0947\u0915\u093f\u0924 \u0915\u0930\u0915\u0947 \u0914\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0915\u094b \u0938\u0915\u094d\u0937\u092e \u0915\u0930\u0915\u0947 \u092a\u094d\u0930\u092f\u093e\u0938\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enhanced-client-experience-and-loyalty\"><span class=\"ez-toc-section\" id=\"Enhanced_Client_Experience_and_Loyalty\"><\/span>\u092c\u0947\u0939\u0924\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0914\u0930 \u0935\u092b\u093e\u0926\u093e\u0930\u0940<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u093e \u090f\u0915\u0940\u0915\u0943\u0924 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923, \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0914\u0930 \u090f\u0915 \u0938\u0941\u0935\u093f\u0927\u093e\u091c\u0928\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li>\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u092e\u091d\u093e \u0939\u0941\u0906, \u0938\u092e\u094d\u092e\u093e\u0928\u093f\u0924 \u0914\u0930 \u0938\u0936\u0915\u094d\u0924 \u092e\u0939\u0938\u0942\u0938 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0935\u092b\u093e\u0926\u093e\u0930\u0940 \u092c\u0922\u093c\u0924\u0940 \u0939\u0948 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u0932\u093e\u092f\u0928 \u0915\u092e \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li>\u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0924\u0915 \u092a\u0939\u0941\u0901\u091a\u0928\u0947 \u0914\u0930 \u0921\u093f\u091c\u093f\u091f\u0932 \u0930\u0942\u092a \u0938\u0947 \u0938\u0902\u0935\u093e\u0926 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u0906\u0927\u0941\u0928\u093f\u0915 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0939\u0948\u0964.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-insight-1\"><span class=\"ez-toc-section\" id=\"Key_Insight-3\"><\/span>\u092e\u0941\u0916\u094d\u092f \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u0947 \u090f\u0915\u0940\u0915\u0943\u0924 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0926\u094d\u0935\u093e\u0930\u093e \u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u090f\u0915 \u0909\u0924\u094d\u0915\u0943\u0937\u094d\u091f \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935, \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u0940 \u092c\u093e\u091c\u093c\u093e\u0930 \u092e\u0947\u0902 \u090f\u0915 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0935\u093f\u092d\u0947\u0926\u0915 \u0939\u0948, \u091c\u094b \u0917\u0939\u0930\u0947 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0914\u0930 \u0926\u0940\u0930\u094d\u0918\u0915\u093e\u0932\u093f\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0928\u093f\u0937\u094d\u0920\u093e \u0915\u094b \u092c\u0922\u093c\u093e\u0935\u093e \u0926\u0947\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-increased-operational-efficiency-and-productivity\"><span class=\"ez-toc-section\" id=\"Increased_Operational_Efficiency_and_Productivity\"><\/span>\u092c\u0922\u093c\u0940 \u0939\u0941\u0908 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e \u0914\u0930 \u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0928\u093f\u092f\u092e\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u093e \u0938\u094d\u0935\u091a\u093e\u0932\u0928, \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939, \u0914\u0930 \u0921\u0947\u091f\u093e \u0938\u093e\u0907\u0932\u094b \u0915\u093e \u0909\u0928\u094d\u092e\u0942\u0932\u0928 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u0947\u0936\u0947\u0935\u0930\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092c\u0939\u0941\u092e\u0942\u0932\u094d\u092f \u0938\u092e\u092f \u092e\u0941\u0915\u094d\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/li>\n\n\n\n<li>\u0930\u093f\u0932\u0947\u0936\u0928\u0936\u093f\u092a \u092e\u0948\u0928\u0947\u091c\u0930 \u092a\u094d\u0930\u0936\u093e\u0938\u0928\u093f\u0915 \u0915\u093e\u0930\u094d\u092f\u092d\u093e\u0930 \u0915\u0947 \u092c\u091c\u093e\u092f \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0941\u0921\u093c\u093e\u0935 \u0914\u0930 \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u0938\u0932\u093e\u0939 \u092a\u0930 \u0905\u0927\u093f\u0915 \u0938\u092e\u092f \u0938\u092e\u0930\u094d\u092a\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/li>\n\n\n\n<li>\u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e \u092e\u0947\u0902 \u092f\u0939 \u0935\u0943\u0926\u094d\u0927\u093f \u0938\u0940\u0927\u0947 \u0928\u093f\u091a\u0932\u0947 \u092e\u0941\u0928\u093e\u092b\u0947 \u0915\u094b \u092a\u094d\u0930\u092d\u093e\u0935\u093f\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-improved-compliance-and-risk-management\"><span class=\"ez-toc-section\" id=\"Improved_Compliance_and_Risk_Management\"><\/span>\u092c\u0947\u0939\u0924\u0930 \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><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0905\u0902\u0924\u0930\u094d\u0928\u093f\u0939\u093f\u0924 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901, \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0947\u0935\u093e\u0908\u0938\u0940\/\u090f\u090f\u092e\u090f\u0932, \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932\u094d\u0938 \u0914\u0930 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0901 \u0905\u0928\u0941\u092a\u093e\u0932\u0928\u0939\u0940\u0928\u0924\u093e \u0915\u0947 \u091c\u094b\u0916\u093f\u092e \u0915\u094b \u0915\u093e\u092b\u0940 \u0915\u092e \u0915\u0930 \u0926\u0947\u0924\u0940 \u0939\u0948\u0902\u0964.<\/li>\n\n\n\n<li>\u092f\u0939 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 FINMA, MiFID II, \u0914\u0930 GDPR \u091c\u0948\u0938\u0940 \u0928\u093f\u092f\u093e\u092e\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u093e \u092a\u093e\u0932\u0928 \u0915\u0930\u0947\u0902, \u091c\u093f\u0938\u0938\u0947 \u091c\u0941\u0930\u094d\u092e\u093e\u0928\u0947 \u0914\u0930 \u092a\u094d\u0930\u0924\u093f\u0937\u094d\u0920\u093e \u0915\u094b \u0939\u094b\u0928\u0947 \u0935\u093e\u0932\u0947 \u0928\u0941\u0915\u0938\u093e\u0928 \u0938\u0947 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-driven-decision-making\"><span class=\"ez-toc-section\" id=\"Data-Driven_Decision_Making\"><\/span>\u0921\u0947\u091f\u093e-\u0906\u0927\u093e\u0930\u093f\u0924 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u093e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0915\u094b \u090f\u0915\u0940\u0915\u0943\u0924 \u0914\u0930 \u0938\u0941\u0932\u092d \u092c\u0928\u093e\u0915\u0930, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u094d\u092f\u0935\u0939\u093e\u0930, \u0928\u093f\u0935\u0947\u0936 \u0930\u0941\u091d\u093e\u0928\u094b\u0902 \u0914\u0930 \u092c\u093e\u091c\u093e\u0930 \u0915\u0947 \u0905\u0935\u0938\u0930\u094b\u0902 \u092e\u0947\u0902 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/li>\n\n\n\n<li>\u092f\u0939 \u0921\u0947\u091f\u093e-\u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0909\u0924\u094d\u092a\u093e\u0926 \u0935\u093f\u0915\u093e\u0938 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0935\u093f\u092a\u0923\u0928 \u0930\u0923\u0928\u0940\u0924\u093f\u092f\u094b\u0902 \u0924\u0915 \u0905\u0927\u093f\u0915 \u0938\u0942\u091a\u093f\u0924 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scalability-and-future-proofing\"><span class=\"ez-toc-section\" id=\"Scalability_and_Future-Proofing\"><\/span>\u0938\u094d\u0915\u0947\u0932\u0947\u092c\u093f\u0932\u093f\u091f\u0940 \u0914\u0930 \u092d\u0935\u093f\u0937\u094d\u092f \u0915\u0947 \u0932\u093f\u090f \u0924\u0948\u092f\u093e\u0930 \u0930\u0939\u0928\u093e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>InvestGlass \u0915\u094b \u0906\u092a\u0915\u0947 \u0938\u0902\u0917\u0920\u0928 \u0915\u0947 \u0935\u093f\u0915\u093e\u0938 \u0915\u0947 \u0938\u093e\u0925 \u0935\u093f\u0938\u094d\u0924\u093e\u0930\u093f\u0924 \u0939\u094b\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li>\u0907\u0938\u0915\u0940 \u0932\u091a\u0940\u0932\u0940 \u0938\u0902\u0930\u091a\u0928\u093e \u0914\u0930 \u0928\u094b-\u0915\u094b\u0921\/\u0932\u094b-\u0915\u094b\u0921 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u0915\u093f \u092f\u0939 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092c\u0926\u0932\u0924\u0940 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0914\u0930 \u0924\u0915\u0928\u0940\u0915\u0940 \u092a\u094d\u0930\u0917\u0924\u093f \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0922\u0932 \u0938\u0915\u0947, \u091c\u093f\u0938\u0938\u0947 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u092e\u0947\u0902 \u0906\u092a\u0915\u0947 \u0928\u093f\u0935\u0947\u0936 \u0915\u094b \u092d\u0935\u093f\u0937\u094d\u092f \u0915\u0947 \u0932\u093f\u090f \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u092c\u0928\u093e\u092f\u093e \u091c\u093e \u0938\u0915\u0947\u0964.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u0938\u0902\u0915\u094d\u0930\u092e\u0923: \u0907\u0928 \u0932\u093e\u092d\u094b\u0902 \u0915\u094b \u0905\u0927\u093f\u0915\u0924\u092e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, \u0905\u0917\u0932\u0947 \u0905\u0928\u0941\u092d\u093e\u0917 \u092e\u0947\u0902 \u0935\u0930\u094d\u0923\u093f\u0924 \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u092a\u094d\u0930\u0925\u093e\u0913\u0902 \u0915\u093e \u092a\u093e\u0932\u0928 \u0915\u0930\u0928\u093e \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0964.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-best-practices-for-investglass\"><span class=\"ez-toc-section\" id=\"Implementation_Best_Practices_for_InvestGlass\"><\/span>InvestGlass \u0915\u0947 \u0932\u093f\u090f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u092a\u094d\u0930\u0925\u093e\u090f\u0901<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u0947 \u0938\u092b\u0932 \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0947 \u0932\u093f\u090f \u0938\u093e\u0935\u0927\u093e\u0928\u0940\u092a\u0942\u0930\u094d\u0935\u0915 \u092f\u094b\u091c\u0928\u093e, \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0914\u0930 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u092a\u094d\u0930\u0924\u093f \u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927\u0924\u093e \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0964 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u091a\u0930\u0923 \u0938\u0941\u091a\u093e\u0930\u0942 \u0938\u0902\u0915\u094d\u0930\u092e\u0923 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0928\u093f\u0935\u0947\u0936 \u092a\u0930 \u0905\u0927\u093f\u0915\u0924\u092e \u092a\u094d\u0930\u0924\u093f\u092b\u0932 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u092a\u094d\u0930\u0925\u093e\u0913\u0902 \u0915\u0940 \u0930\u0942\u092a\u0930\u0947\u0916\u093e \u092a\u094d\u0930\u0938\u094d\u0924\u0941\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-phased-rollout-strategy\"><span class=\"ez-toc-section\" id=\"Phased_Rollout_Strategy\"><\/span>\u091a\u0930\u0923\u092c\u0926\u094d\u0927 \u0930\u094b\u0932\u0906\u0909\u091f \u0930\u0923\u0928\u0940\u0924\u093f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u0938\u094d\u092a\u0937\u094d\u091f \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u092a\u0930\u093f\u092d\u093e\u0937\u093f\u0924 \u0915\u0930\u0947\u0902:<\/strong> \u0938\u094d\u092a\u0937\u094d\u091f \u0930\u0942\u092a \u0938\u0947 \u092a\u0930\u093f\u092d\u093e\u0937\u093f\u0924 \u0915\u0930\u0947\u0902 \u0915\u093f \u0938\u092b\u0932\u0924\u093e \u0915\u0948\u0938\u0940 \u0926\u093f\u0916\u0924\u0940 \u0939\u0948\u0964 InvestGlass \u0915\u0947 \u092a\u094d\u0930\u092d\u093e\u0935 \u0915\u094b \u092e\u093e\u092a\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0926\u0930\u094d\u0926 \u092c\u093f\u0902\u0926\u0941\u0913\u0902 \u0914\u0930 KPIs \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0947\u0902\u0964.<\/li>\n\n\n\n<li><strong>\u092a\u093e\u092f\u0932\u091f \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0930\u092e:<\/strong> \u090f\u0915 \u092a\u093e\u092f\u0932\u091f \u0938\u092e\u0942\u0939 \u092f\u093e \u0935\u093f\u092d\u093e\u0917 \u0938\u0947 \u0936\u0941\u0930\u0941\u0906\u0924 \u0915\u0930\u0947\u0902, \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u090f\u0915\u0924\u094d\u0930 \u0915\u0930\u0947\u0902, \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u092a\u0930\u093f\u0937\u094d\u0915\u0943\u0924 \u0915\u0930\u0947\u0902, \u0914\u0930 \u092b\u093f\u0930 \u0905\u0928\u094d\u092f \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u092e\u0947\u0902 \u0935\u093f\u0938\u094d\u0924\u093e\u0930 \u0915\u0930\u0947\u0902\u0964 \u0907\u0938\u0938\u0947 \u0935\u094d\u092f\u0935\u0927\u093e\u0928 \u0928\u094d\u092f\u0942\u0928\u0924\u092e \u0939\u094b\u0924\u093e \u0939\u0948 \u0914\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u0941\u0927\u093e\u0930 \u0938\u0902\u092d\u0935 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-migration-and-integration\"><span class=\"ez-toc-section\" id=\"Data_Migration_and_Integration\"><\/span>\u0921\u0947\u091f\u093e \u092e\u093e\u0907\u0917\u094d\u0930\u0947\u0936\u0928 \u0914\u0930 \u090f\u0915\u0940\u0915\u0930\u0923<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u0921\u0947\u091f\u093e \u0938\u092b\u093e\u0908 \u0914\u0930 \u092e\u093e\u0928\u0915\u0940\u0915\u0930\u0923:<\/strong> \u092e\u093e\u0907\u0917\u094d\u0930\u0947\u0936\u0928 \u0938\u0947 \u092a\u0939\u0932\u0947, \u0938\u094d\u0935\u091a\u094d\u091b \u0914\u0930 \u0935\u093f\u0936\u094d\u0935\u0938\u0928\u0940\u092f \u0921\u0947\u091f\u093e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u0941\u092a\u094d\u0932\u093f\u0915\u0947\u091f \u0939\u091f\u093e\u090f\u0901, \u0905\u0936\u0941\u0926\u094d\u0927\u093f\u092f\u094b\u0902 \u0915\u094b \u0938\u0941\u0927\u093e\u0930\u0947\u0902, \u0914\u0930 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u093e\u0930\u0942\u092a\u094b\u0902 \u0915\u094b \u092e\u093e\u0928\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0947\u0902\u0964.<\/li>\n\n\n\n<li><strong>\u090f\u092a\u0940\u0906\u0908-\u092a\u094d\u0930\u0925\u092e \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923:<\/strong> \u092e\u094c\u091c\u0942\u0926\u093e \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f InvestGlass \u0915\u0947 \u0916\u0941\u0932\u0947 API \u0907\u0915\u094b\u0938\u093f\u0938\u094d\u091f\u092e \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0947\u0902, \u091c\u093f\u0938\u0938\u0947 \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u092e\u0947\u0902 \u0921\u0947\u091f\u093e \u0938\u093f\u0902\u0915\u094d\u0930\u0928\u093e\u0907\u091c\u093c\u0947\u0936\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b \u0914\u0930 \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0935\u093f\u0937\u094d\u091f\u093f \u0938\u0947 \u092c\u091a\u093e \u091c\u093e \u0938\u0915\u0947\u0964.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-user-training-and-support\"><span class=\"ez-toc-section\" id=\"User_Training_and_Support\"><\/span>\u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u0914\u0930 \u0938\u0939\u093e\u092f\u0924\u093e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u092e\u0949\u0921\u094d\u092f\u0942\u0932:<\/strong> \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e \u092d\u0942\u092e\u093f\u0915\u093e\u0913\u0902 (\u091c\u0948\u0938\u0947 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0905\u0927\u093f\u0915\u093e\u0930\u0940) \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u092e\u0949\u0921\u094d\u092f\u0942\u0932 \u0935\u093f\u0915\u0938\u093f\u0924 \u0915\u0930\u0947\u0902\u0964.<\/li>\n\n\n\n<li><strong>\u0905\u0928\u0941\u092a\u094d\u0930\u092f\u094b\u0917\u094b\u092a\u0930\u093e\u0902\u0924 \u0938\u092e\u0930\u094d\u0925\u0928:<\/strong> \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e \u0915\u0947 \u092a\u094d\u0930\u0936\u094d\u0928\u094b\u0902 \u0914\u0930 \u0938\u092e\u0938\u094d\u092f\u093e\u0913\u0902 \u0915\u093e \u0924\u094d\u0935\u0930\u093f\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0939\u093e\u092f\u0924\u093e \u0921\u0947\u0938\u094d\u0915, \u0905\u0915\u094d\u0938\u0930 \u092a\u0942\u091b\u0947 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u094d\u0930\u0936\u094d\u0928 (FAQs) \u0914\u0930 \u091c\u094d\u091e\u093e\u0928 \u0906\u0927\u093e\u0930 \u091c\u0948\u0938\u0947 \u0938\u094d\u092a\u0937\u094d\u091f \u0938\u092e\u0930\u094d\u0925\u0928 \u091a\u0948\u0928\u0932 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0947\u0902\u0964.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-change-management-and-communication\"><span class=\"ez-toc-section\" id=\"Change_Management_and_Communication\"><\/span>\u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u0938\u0902\u091a\u093e\u0930<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u091a\u0948\u0902\u092a\u093f\u092f\u0928 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0930\u092e:<\/strong> InvestGlass \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0938\u0939\u0915\u0930\u094d\u092e\u093f\u092f\u094b\u0902 \u0915\u0940 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0902\u0924\u0930\u093f\u0915 \u091a\u0948\u0902\u092a\u093f\u092f\u0928\u094b\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0947\u0902 \u0914\u0930 \u0909\u0928\u094d\u0939\u0947\u0902 \u0938\u0936\u0915\u094d\u0924 \u092c\u0928\u093e\u090f\u0902\u0964.<\/li>\n\n\n\n<li><strong>\u0928\u093f\u0930\u0902\u0924\u0930 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u091a\u0915\u094d\u0930:<\/strong> \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e\u0913\u0902 \u0938\u0947 \u0928\u093f\u0930\u0902\u0924\u0930 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0924\u0902\u0924\u094d\u0930 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0947\u0902, \u0924\u093e\u0915\u093f \u0938\u0941\u0927\u093e\u0930 \u0915\u0947 \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0940 \u091c\u093e \u0938\u0915\u0947 \u0914\u0930 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0928\u0941\u0938\u093e\u0930 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939\u094b\u0902 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0947\u0964.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928: \u090f\u0915 \u0938\u092b\u0932 \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0947 \u0938\u093e\u0925, InvestGlass \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u092e\u0947\u0902 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u0948\u0938\u093e \u0915\u093f \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u0909\u092a\u092f\u094b\u0917 \u0915\u0947 \u092e\u093e\u092e\u0932\u094b\u0902 \u092e\u0947\u0902 \u0926\u0930\u094d\u0936\u093e\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-real-world-use-cases-for-investglass-in-account-management\"><span class=\"ez-toc-section\" id=\"Real-World_Use_Cases_for_InvestGlass_in_Account_Management\"><\/span>\u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092e\u0947\u0902 InvestGlass \u0915\u0947 \u0932\u093f\u090f \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915-\u0935\u093f\u0936\u094d\u0935 \u0909\u092a\u092f\u094b\u0917 \u0915\u0947 \u092e\u093e\u092e\u0932\u0947<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u0940 \u092c\u0939\u0941\u092e\u0941\u0916\u0940 \u092a\u094d\u0930\u0924\u093f\u092d\u093e \u0907\u0938\u0947 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u092e\u0947\u0902 \u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u0947 \u092f\u094b\u0917\u094d\u092f \u092c\u0928\u093e\u0924\u0940 \u0939\u0948, \u091c\u0939\u093e\u0901 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0907\u0938\u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0915\u0930 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u0905\u092a\u0928\u0940 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-retail-banks-streamlining-customer-account-management\"><span class=\"ez-toc-section\" id=\"Retail_Banks_Streamlining_Customer_Account_Management\"><\/span>\u0916\u0941\u0926\u0930\u093e \u092c\u0948\u0902\u0915: \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u093e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-use-case-automated-customer-onboarding-for-current-accounts\"><span class=\"ez-toc-section\" id=\"Use_Case_Automated_Customer_Onboarding_for_Current_Accounts\"><\/span>\u0909\u092a\u092f\u094b\u0917 \u092e\u093e\u092e\u0932\u093e: \u091a\u093e\u0932\u0942 \u0916\u093e\u0924\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u0916\u0941\u0926\u0930\u093e \u092c\u0948\u0902\u0915 \u0905\u092a\u0928\u0940 \u091a\u093e\u0932\u0942 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u0947 \u0915\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0921\u093f\u091c\u093f\u091f\u093e\u0907\u091c\u093c \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f InvestGlass \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u092d\u0940 \u0906\u0935\u0947\u0926\u0928 \u092b\u0949\u0930\u094d\u092e \u0911\u0928\u0932\u093e\u0907\u0928 \u092d\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0906\u0935\u0936\u094d\u092f\u0915 \u092a\u0939\u091a\u093e\u0928 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0905\u092a\u0932\u094b\u0921 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0947\u0935\u093e\u0908\u0938\u0940 \u091c\u093e\u0902\u091a \u0938\u0947 \u0917\u0941\u091c\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0908-\u0939\u0938\u094d\u0924\u093e\u0915\u094d\u0937\u0930 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0924\u0947\u091c \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u0947 \u0915\u093e \u0938\u092e\u092f \u0926\u093f\u0928\u094b\u0902 \u0938\u0947 \u092e\u093f\u0928\u091f\u094b\u0902 \u092e\u0947\u0902 \u0918\u091f \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u0930\u093f\u0932\u0947\u0936\u0928\u0936\u093f\u092a \u092e\u0948\u0928\u0947\u091c\u0930\u094b\u0902 \u0915\u094b \u0905\u0927\u0942\u0930\u0947 \u0906\u0935\u0947\u0926\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0905\u0932\u0930\u094d\u091f \u092e\u093f\u0932\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u0935\u0947 \u0938\u0915\u094d\u0930\u093f\u092f \u0930\u0942\u092a \u0938\u0947 \u092b\u0949\u0932\u094b-\u0905\u092a \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0930\u0942\u092a\u093e\u0902\u0924\u0930\u0923 \u0926\u0930\u094b\u0902 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-wealth-management-firms-enhancing-high-net-worth-client-relationships\"><span class=\"ez-toc-section\" id=\"Wealth_Management_Firms_Enhancing_High-Net-Worth_Client_Relationships\"><\/span>\u0927\u0928 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0901: \u0909\u091a\u094d\u091a-\u0928\u0947\u091f-\u0935\u0930\u094d\u0925 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0928\u093e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-use-case-personalised-portfolio-reviews-and-client-communication\"><span class=\"ez-toc-section\" id=\"Use_Case_Personalised_Portfolio_Reviews_and_Client_Communication\"><\/span>\u0909\u092a\u092f\u094b\u0917 \u092e\u093e\u092e\u0932\u093e: \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u090f\u0901 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u091a\u093e\u0930<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092b\u0930\u094d\u092e \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092e\u0940\u091f\u093f\u0902\u0917\u094d\u0938 \u0915\u0940 \u0924\u0948\u092f\u093e\u0930\u0940 \u0915\u0947 \u0932\u093f\u090f InvestGlass \u0915\u0947 \u090f\u0915\u0940\u0915\u0943\u0924 CRM \u0914\u0930 PMS \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0915\u093e 360-\u0921\u093f\u0917\u094d\u0930\u0940 \u0935\u094d\u092f\u0942 \u090f\u0915\u094d\u0938\u0947\u0938 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u092e\u0947\u0902 \u0909\u0928\u0915\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0932\u0915\u094d\u0937\u094d\u092f, \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u0914\u0930 \u0930\u0940\u092f\u0932-\u091f\u093e\u0907\u092e \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964 \u0935\u0947 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0915\u0938\u094d\u091f\u092e \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0924\u0948\u092f\u093e\u0930 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u0909\u0928\u094d\u0939\u0947\u0902 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0938\u093e\u091d\u093e \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 AI-\u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0915\u094b \u0928\u090f \u0928\u093f\u0935\u0947\u0936 \u0909\u0924\u094d\u092a\u093e\u0926\u094b\u0902 \u092f\u093e \u0938\u0902\u092a\u0924\u094d\u0924\u093f \u0928\u093f\u092f\u094b\u091c\u0928 \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u094d\u0930\u0949\u0938-\u0938\u0947\u0932\u093f\u0902\u0917 \u0915\u0947 \u0905\u0935\u0938\u0930\u094b\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0940 \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927 \u0914\u0930 \u0917\u0939\u0930\u0947 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-brokerage-firms-optimising-broker-client-account-management\"><span class=\"ez-toc-section\" id=\"Brokerage_Firms_Optimising_Broker_Client_Account_Management\"><\/span>\u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u092b\u0930\u094d\u092e\u0947\u0902: \u092c\u094d\u0930\u094b\u0915\u0930-\u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u093e \u0905\u0928\u0941\u0915\u0942\u0932\u0928<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-use-case-streamlined-trade-allocation-and-reporting\"><span class=\"ez-toc-section\" id=\"Use_Case_Streamlined_Trade_Allocation_and_Reporting\"><\/span>\u0909\u092a\u092f\u094b\u0917 \u092e\u093e\u092e\u0932\u093e: \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0935\u094d\u092f\u093e\u092a\u093e\u0930 \u0906\u0935\u0902\u091f\u0928 \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u092b\u0930\u094d\u092e \u0905\u092a\u0928\u0947 \u0938\u0902\u0938\u094d\u0925\u093e\u0917\u0924 \u0914\u0930 \u0916\u0941\u0926\u0930\u093e \u091f\u094d\u0930\u0947\u0921\u093f\u0902\u0917 \u0916\u093e\u0924\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f InvestGlass \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964 \u092c\u094d\u0932\u0949\u0915 \u091f\u094d\u0930\u0947\u0921 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u092c\u093e\u0926, \u092f\u0939 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u092a\u0942\u0930\u094d\u0935-\u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u0928\u093f\u0930\u094d\u0926\u0947\u0936\u094b\u0902 \u0914\u0930 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u094b\u0902 \u092e\u0947\u0902 \u0915\u0941\u0936\u0932 \u0906\u0935\u0902\u091f\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u091f\u094d\u0930\u0947\u0921 \u092a\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u0926\u0948\u0928\u093f\u0915 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0905\u092a\u0921\u0947\u091f \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0905\u0927\u093f\u0915\u093e\u0930\u0940 \u0928\u093f\u092f\u093e\u092e\u0915 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0915\u0947 \u0932\u093f\u090f \u0938\u092d\u0940 \u091f\u094d\u0930\u0947\u0921 \u0906\u0935\u0902\u091f\u0928 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u091a\u093e\u0930 \u0915\u0947 \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932\u094d\u0938 \u0924\u0915 \u0906\u0938\u093e\u0928\u0940 \u0938\u0947 \u092a\u0939\u0941\u0901\u091a \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-private-banks-ensuring-compliance-and-discretion\"><span class=\"ez-toc-section\" id=\"Private_Banks_Ensuring_Compliance_and_Discretion\"><\/span>\u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915: \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u0935\u093f\u0935\u0947\u0915 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u093e<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-use-case-digital-client-fact-finding-and-compliance-audits\"><span class=\"ez-toc-section\" id=\"Use_Case_Digital_Client_Fact-Finding_and_Compliance_Audits\"><\/span>\u0909\u092a\u092f\u094b\u0917 \u092e\u093e\u092e\u0932\u093e: \u0921\u093f\u091c\u093f\u091f\u0932 \u0917\u094d\u0930\u093e\u0939\u0915 \u0924\u0925\u094d\u092f-\u0916\u094b\u091c \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0911\u0921\u093f\u091f<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u0928\u093f\u091c\u0940 \u092c\u0948\u0902\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e\u0913\u0902 \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 \u0905\u092a\u0928\u0940 \u0921\u093f\u091c\u093f\u091f\u0932 \u0924\u0925\u094d\u092f-\u0916\u094b\u091c \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u0947 \u0932\u093f\u090f InvestGlass \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0905\u092a\u0928\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u094d\u0925\u093f\u0924\u093f, \u091c\u094b\u0916\u093f\u092e \u0938\u0939\u0928\u0936\u0940\u0932\u0924\u093e \u0914\u0930 \u0928\u093f\u0935\u0947\u0936 \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0905\u092a\u0921\u0947\u091f \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0938\u093f\u0938\u094d\u091f\u092e \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0909\u0928 \u0915\u093f\u0938\u0940 \u092d\u0940 \u092c\u0926\u0932\u093e\u0935 \u0915\u094b \u091a\u093f\u0939\u094d\u0928\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u091c\u093f\u0928\u0915\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915 \u092f\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0905\u0927\u093f\u0915\u093e\u0930\u0940 \u0926\u094d\u0935\u093e\u0930\u093e \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964 \u0906\u0902\u0924\u0930\u093f\u0915 \u0914\u0930 \u092c\u093e\u0939\u0930\u0940 \u0911\u0921\u093f\u091f \u0915\u0947 \u0932\u093f\u090f, \u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e, \u0938\u0902\u091a\u093e\u0930 \u0932\u0949\u0917 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u091c\u093e\u0902\u091a\u0947\u0902 \u0906\u0938\u093e\u0928\u0940 \u0938\u0947 \u0938\u0941\u0932\u092d \u0939\u094b\u0924\u0940 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 FINMA \u0914\u0930 GDPR \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u093e \u092a\u093e\u0932\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0905\u092e\u0942\u0932\u094d\u092f \u092c\u0948\u0902\u0915 CRM \u092c\u0928 \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-investment-firms-centralising-client-data-and-portfolio-oversight\"><span class=\"ez-toc-section\" id=\"Investment_Firms_Centralising_Client_Data_and_Portfolio_Oversight\"><\/span>\u0928\u093f\u0935\u0947\u0936 \u092b\u0930\u094d\u092e\u0947\u0902: \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0915\u093e \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0930\u0923<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-use-case-unified-investor-relations-and-reporting\"><span class=\"ez-toc-section\" id=\"Use_Case_Unified_Investor_Relations_and_Reporting\"><\/span>\u0909\u092a\u092f\u094b\u0917 \u092e\u093e\u092e\u0932\u093e: \u090f\u0915\u0940\u0915\u0943\u0924 \u0928\u093f\u0935\u0947\u0936\u0915 \u0938\u0902\u092c\u0902\u0927 \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u0928\u093f\u0935\u0947\u0936 \u092b\u0930\u094d\u092e \u0915\u0908 \u092b\u0902\u0921\u094b\u0902 \u0914\u0930 \u092e\u0948\u0902\u0921\u0947\u091f\u094d\u0938 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964 InvestGlass \u0938\u092d\u0940 \u0928\u093f\u0935\u0947\u0936\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0928\u0947, \u092a\u0942\u0902\u091c\u0940 \u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927\u0924\u093e\u0913\u0902 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u0947 \u0914\u0930 \u092b\u0902\u0921 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0935\u093f\u0924\u0930\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u090f\u0915\u0932 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0928\u093f\u0935\u0947\u0936\u0915 \u0905\u092a\u0928\u0940 \u0939\u094b\u0932\u094d\u0921\u093f\u0902\u0917\u094d\u0938, \u092b\u0902\u0921 \u0915\u0947 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0915\u094b \u0926\u0947\u0916\u0928\u0947 \u0914\u0930 \u0924\u094d\u0930\u0948\u092e\u093e\u0938\u093f\u0915 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0921\u093e\u0909\u0928\u0932\u094b\u0921 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u092e\u0947\u0902 \u0932\u0949\u0917 \u0907\u0928 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b8%e0%a5%80%e0%a4%86%e0%a4%b0%e0%a4%8f%e0%a4%ae-%e0%a4%b8%e0%a4%bf%e0%a4%b8%e0%a5%8d%e0%a4%9f%e0%a4%ae-%e0%a4%95%e0%a4%be-%e0%a4%b8%e0%a4%ab%e0%a4%b2%e0%a4%a4%e0%a4%be%e0%a4%aa%e0%a5%82\/\" target=\"_self\">\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0947\u0902<\/a> \u0928\u093f\u0935\u0947\u0936\u0915 \u092a\u0942\u091b\u0924\u093e\u091b\u094b\u0902 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u093e \u0914\u0930 \u0938\u092e\u092f \u092a\u0930 \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u093e, \u091c\u093f\u0938\u0938\u0947 \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u093f\u0924\u093e \u0914\u0930 \u0928\u093f\u0935\u0947\u0936\u0915\u094b\u0902 \u0915\u093e \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u092c\u0922\u093c\u0947\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928: InvestGlass \u0915\u0947 \u0932\u093e\u092d\u094b\u0902 \u0915\u094b \u0914\u0930 \u0938\u094d\u092a\u0937\u094d\u091f \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u0905\u0928\u0941\u092d\u093e\u0917 \u0907\u0938\u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915 \u0914\u0930 \u092a\u0941\u0930\u093e\u0928\u0947 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923\u094b\u0902 \u0938\u0947 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-vs-traditional-legacy-approaches-to-account-management\"><span class=\"ez-toc-section\" id=\"InvestGlass_vs_TraditionalLegacy_Approaches_to_Account_Management\"><\/span>InvestGlass \u092c\u0928\u093e\u092e \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915\/\u092a\u0941\u0930\u093e\u0928\u0947 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u0947 \u092e\u0942\u0932\u094d\u092f \u0915\u094b \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u0938\u092e\u091d\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, \u0907\u0938\u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u0909\u0928 \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915 \u092f\u093e \u092a\u0941\u0930\u093e\u0924\u0928 \u0924\u0930\u0940\u0915\u094b\u0902 \u0938\u0947 \u0915\u0930\u0928\u093e \u0909\u092a\u092f\u094b\u0917\u0940 \u0939\u0948 \u091c\u093f\u0928\u094d\u0939\u0947\u0902 \u0915\u0908 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0905\u092d\u0940 \u092d\u0940 \u0905\u092a\u0928\u093e\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0939 \u0924\u0941\u0932\u0928\u093e \u090f\u0915 \u0906\u0927\u0941\u0928\u093f\u0915, \u090f\u0915\u0940\u0915\u0943\u0924 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0926\u094d\u0935\u093e\u0930\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0940 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0940 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092a\u094d\u0930\u0917\u0924\u093f \u0914\u0930 \u0926\u0915\u094d\u0937\u0924\u093e\u0913\u0902 \u0915\u094b \u0909\u091c\u093e\u0917\u0930 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0935\u093f\u0936\u0947\u0937\u0924\u093e\/\u092a\u0939\u0932\u0942<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915\/\u0935\u093f\u0930\u093e\u0938\u0924 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0921\u0947\u091f\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u092c\u093f\u0916\u0930\u093e \u0939\u0941\u0906; \u0921\u0947\u091f\u093e \u0938\u093e\u0907\u0932\u094b \u0906\u092e \u0939\u0948\u0902\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u090f\u0915\u0940\u0915\u0943\u0924, \u0911\u0932-\u0907\u0928-\u0935\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e; \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0921\u0947\u091f\u093e \u0915\u0947 \u0932\u093f\u090f \u0938\u0924\u094d\u092f \u0915\u093e \u090f\u0915\u092e\u093e\u0924\u094d\u0930 \u0938\u094d\u0930\u094b\u0924\u0964.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u0943\u0936\u094d\u092f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0905\u0927\u0942\u0930\u093e; \u0915\u0908 \u0938\u094d\u0930\u094b\u0924\u094b\u0902 \u0938\u0947 \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u090f\u0915\u0924\u094d\u0930\u0940\u0915\u0930\u0923 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u0948\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>360-\u0921\u093f\u0917\u094d\u0930\u0940 \u0926\u0943\u0936\u094d\u092f; \u0935\u094d\u092f\u093e\u092a\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u0924\u0941\u0930\u0902\u0924 \u0909\u092a\u0932\u092c\u094d\u0927\u0964.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092e\u0948\u0928\u0941\u0905\u0932 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u090f\u0901, \u0905\u0928\u093e\u0935\u0936\u094d\u092f\u0915 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0935\u093f\u0937\u094d\u091f\u093f, \u0909\u091a\u094d\u091a \u092a\u094d\u0930\u0936\u093e\u0938\u0928\u093f\u0915 \u092c\u094b\u091d\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939, \u090f\u0906\u0908-\u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0938\u0939\u093e\u092f\u0924\u093e, \u0915\u092e \u092e\u0948\u0928\u0941\u0905\u0932 \u092a\u094d\u0930\u092f\u093e\u0938\u0964.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0917\u094d\u0930\u093e\u0939\u0915 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0915\u093e\u0917\u091c\u0940, \u0927\u0940\u092e\u093e, \u0924\u094d\u0930\u0941\u091f\u093f\u092f\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u0924\u093f \u092a\u094d\u0930\u0935\u0923, \u0909\u091a\u094d\u091a \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u091c\u094b\u0916\u093f\u092e\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092a\u0942\u0930\u094d\u0923\u0924\u0903 \u0921\u093f\u091c\u093f\u091f\u0932, \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0947\u0935\u093e\u0908\u0938\u0940\/\u090f\u090f\u092e\u090f\u0932, \u0908-\u0939\u0938\u094d\u0924\u093e\u0915\u094d\u0937\u0930, \u0924\u094d\u0935\u0930\u093f\u0924 \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0928\u093e\u0964.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0905\u0938\u0902\u0917\u0924, \u092a\u094d\u0930\u0924\u093f\u0915\u094d\u0930\u093f\u092f\u093e\u0936\u0940\u0932, \u0938\u0940\u092e\u093f\u0924 \u0938\u094d\u0935-\u0938\u0947\u0935\u093e \u0935\u093f\u0915\u0932\u094d\u092a\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0915\u094d\u0930\u093f\u092f, \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924, \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932, \u0921\u093f\u091c\u093f\u091f\u0932 \u0938\u0902\u091a\u093e\u0930\u0964.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0935\u093f\u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092e\u0948\u0928\u0941\u0905\u0932 \u091c\u093e\u0902\u091a, \u0911\u0921\u093f\u091f \u0915\u0930\u0928\u093e \u0915\u0920\u093f\u0928, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0928 \u0939\u094b\u0928\u0947 \u0915\u093e \u0909\u091a\u094d\u091a \u091c\u094b\u0916\u093f\u092e\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0905\u0902\u0924\u0930\u094d\u0928\u093f\u0939\u093f\u0924 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901, \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932\u094d\u0938, FINMA\/MiFID II\/GDPR \u0915\u0947 \u0932\u093f\u090f \u0924\u0948\u092f\u093e\u0930\u0964.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0905\u0928\u0941\u092e\u093e\u092a\u0915\u0924\u093e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u094d\u0915\u0947\u0932 \u0915\u0930\u0928\u093e \u0915\u0920\u093f\u0928 \u0914\u0930 \u092e\u0939\u0902\u0917\u093e; \u0915\u0920\u094b\u0930 \u0935\u093e\u0938\u094d\u0924\u0941\u0915\u0932\u093e\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0932\u091a\u0940\u0932\u093e, \u0928\u094b-\u0915\u094b\u0921\/\u0932\u094b-\u0915\u094b\u0921 \u0905\u0928\u0941\u0915\u0942\u0932\u0928, \u091c\u094b \u0906\u0938\u093e\u0928\u0940 \u0938\u0947 \u0935\u093f\u0915\u093e\u0938 \u0915\u0947 \u0938\u093e\u0925 \u0924\u093e\u0932\u092e\u0947\u0932 \u092c\u093f\u0920\u093e \u0932\u0947\u0924\u093e \u0939\u0948\u0964.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u0941\u0930\u0915\u094d\u0937\u093e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092d\u093f\u0928\u094d\u0928-\u092d\u093f\u0928\u094d\u0928; \u0905\u0915\u094d\u0938\u0930 \u092a\u0941\u0930\u093e\u0928\u0947 \u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u0922\u093e\u0902\u091a\u0947 \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0938\u094d\u0935\u093f\u0938 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e, \u092e\u091c\u092c\u0942\u0924 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u092a\u094d\u0930\u094b\u091f\u094b\u0915\u0949\u0932, \u0909\u0926\u094d\u092f\u092e-\u0938\u094d\u0924\u0930\u0940\u092f \u0938\u0941\u0930\u0915\u094d\u0937\u093e\u0964.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0932\u093e\u0917\u0924 \u0938\u0902\u0930\u091a\u0928\u093e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0909\u091a\u094d\u091a \u091b\u093f\u092a\u0940 \u0939\u0941\u0908 \u0932\u093e\u0917\u0924\u0947\u0902 (\u090f\u0915\u0940\u0915\u0930\u0923, \u0930\u0916\u0930\u0916\u093e\u0935, \u0924\u094d\u0930\u0941\u091f\u093f\u092f\u093e\u0901, \u0905\u0915\u0941\u0936\u0932\u0924\u093e).<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u0947\u092f SaaS \u092f\u093e \u0911\u0928-\u092a\u094d\u0930\u093f\u092e\u093e\u0907\u091c\u093c \u0932\u093e\u0917\u0924\u0947\u0902, \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0932\u093e\u0917\u0924 \u092c\u091a\u0924\u0964.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0928\u0935\u093e\u091a\u093e\u0930<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0928\u0908 \u0924\u0915\u0928\u0940\u0915\u094b\u0902 \u0915\u094b \u0905\u092a\u0928\u093e\u0928\u0947 \u092e\u0947\u0902 \u0927\u0940\u092e\u093e, \u0938\u0940\u092e\u093f\u0924 \u090f\u0906\u0908\/\u0938\u094d\u0935\u091a\u093e\u0932\u0928\u0964.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u090f\u0906\u0908-\u0938\u0902\u091a\u093e\u0932\u093f\u0924, \u091c\u0940\u092a\u0940\u091f\u0940 \u090f\u0915\u0940\u0915\u0930\u0923, \u0928\u093f\u0930\u0902\u0924\u0930 \u0928\u0935\u093e\u091a\u093e\u0930 \u0914\u0930 \u092b\u0940\u091a\u0930 \u0935\u093f\u0915\u093e\u0938\u0964.<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u0924\u0941\u0932\u0928\u093e \u0938\u094d\u092a\u0937\u094d\u091f \u0930\u0942\u092a \u0938\u0947 \u0926\u0930\u094d\u0936\u093e\u0924\u0940 \u0939\u0948 \u0915\u093f \u091c\u092c\u0915\u093f \u092a\u0941\u0930\u093e\u0928\u0947 \u0938\u093f\u0938\u094d\u091f\u092e \u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0937\u092e\u0924\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0935\u0947 \u0906\u0927\u0941\u0928\u093f\u0915 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u0930\u093f\u0926\u0943\u0936\u094d\u092f \u0915\u0940 \u092e\u093e\u0902\u0917\u094b\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0905\u0938\u092e\u0930\u094d\u0925 \u0939\u0948\u0902\u0964 InvestGlass \u090f\u0915 \u092d\u0935\u093f\u0937\u094d\u092f-\u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u091c\u094b \u0928 \u0915\u0947\u0935\u0932 \u0935\u0930\u094d\u0924\u092e\u093e\u0928 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u092c\u0932\u094d\u0915\u093f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0926\u0940\u0930\u094d\u0918\u0915\u093e\u0932\u093f\u0915 \u0938\u092b\u0932\u0924\u093e \u0915\u0947 \u0932\u093f\u090f \u092d\u0940 \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\"><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span>\u0905\u0915\u094d\u0938\u0930 \u092a\u0942\u091b\u0947 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u094d\u0930\u0936\u094d\u0928\u094b\u0902<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-investglass-and-how-does-it-help-with-account-management\"><span class=\"ez-toc-section\" id=\"What_is_InvestGlass_and_how_does_it_help_with_account_management\"><\/span>InvestGlass \u0915\u094d\u092f\u093e \u0939\u0948, \u0914\u0930 \u092f\u0939 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092e\u0947\u0902 \u0915\u0948\u0938\u0947 \u092e\u0926\u0926 \u0915\u0930\u0924\u093e \u0939\u0948?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u093c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0938\u094d\u0925\u093f\u0924 \u090f\u0915 \u0935\u094d\u092f\u093e\u092a\u0915, \u0911\u0932-\u0907\u0928-\u0935\u0928 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u094d\u0930\u094c\u0926\u094d\u092f\u094b\u0917\u093f\u0915\u0940 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0939\u0948\u0964 \u092f\u0939 CRM, \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0914\u0930 \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0915\u094b \u090f\u0915 \u0939\u0940 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u092e\u0947\u0902 \u091c\u094b\u0921\u093c\u0924\u093e \u0939\u0948\u0964 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f, \u092f\u0939 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u093e \u090f\u0915\u0940\u0915\u0943\u0924 \u0926\u0943\u0936\u094d\u092f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u0914\u0930 \u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0914\u0930 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-investglass-suitable-for-small-financial-institutions-or-only-large-banks\"><span class=\"ez-toc-section\" id=\"Is_InvestGlass_suitable_for_small_financial_institutions_or_only_large_banks\"><\/span>\u0915\u094d\u092f\u093e InvestGlass \u091b\u094b\u091f\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0939\u0948 \u092f\u093e \u0915\u0947\u0935\u0932 \u092c\u0921\u093c\u0947 \u092c\u0948\u0902\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u094b \u0938\u094d\u0915\u0947\u0932\u0947\u092c\u0932 \u0914\u0930 \u0932\u091a\u0940\u0932\u093e \u092c\u0928\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092f\u0939 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u092c\u0928\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u0915\u0940 \u0928\u094b-\u0915\u094b\u0921\/\u0932\u094b-\u0915\u094b\u0921 \u0915\u0938\u094d\u091f\u092e\u093e\u0907\u091c\u093c\u0947\u0936\u0928 \u091b\u094b\u091f\u0940 \u092b\u0930\u094d\u092e\u094b\u0902 \u0915\u094b \u0935\u094d\u092f\u093e\u092a\u0915 \u0906\u0908\u091f\u0940 \u0938\u0902\u0938\u093e\u0927\u0928\u094b\u0902 \u0915\u0947 \u092c\u093f\u0928\u093e \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u094b \u0905\u092a\u0928\u0940 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u0940 \u0939\u0948, \u091c\u092c\u0915\u093f \u092c\u0921\u093c\u0947 \u0938\u0902\u0917\u0920\u0928 \u0907\u0938\u0915\u0940 \u092e\u091c\u092c\u0942\u0924 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0914\u0930 \u090f\u0902\u091f\u0930\u092a\u094d\u0930\u093e\u0907\u091c\u093c-\u0917\u094d\u0930\u0947\u0921 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0938\u0947 \u0932\u093e\u092d\u093e\u0928\u094d\u0935\u093f\u0924 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-ensure-data-security-and-regulatory-compliance\"><span class=\"ez-toc-section\" id=\"How_does_InvestGlass_ensure_data_security_and_regulatory_compliance\"><\/span>InvestGlass \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094b \u0915\u0948\u0938\u0947 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0938\u094d\u0935\u093f\u0938 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0915\u0947 \u092a\u094d\u0930\u0924\u093f \u0905\u092a\u0928\u0940 \u092a\u094d\u0930\u0924\u093f\u092c\u0926\u094d\u0927\u0924\u093e \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0926\u0947\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0915\u093e \u0905\u0930\u094d\u0925 \u0939\u0948 \u0915\u093f \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0921\u0947\u091f\u093e \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u093c\u0930\u0932\u0948\u0902\u0921 \u0915\u0947 \u0938\u0916\u094d\u0924 \u0921\u0947\u091f\u093e \u0938\u0902\u0930\u0915\u094d\u0937\u0923 \u0915\u093e\u0928\u0942\u0928\u094b\u0902 \u0915\u0947 \u0924\u0939\u0924 \u0939\u094b\u0938\u094d\u091f \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e FINMA, MiFID II, \u0914\u0930 GDPR \u091c\u0948\u0938\u0947 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0947 \u0932\u093f\u090f \u0924\u0948\u092f\u093e\u0930 \u0939\u094b\u0915\u0930 \u092c\u0928\u093e\u092f\u093e \u0917\u092f\u093e \u0939\u0948, \u091c\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 KYC\/AML, \u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932\u094d\u0938, \u0914\u0930 \u091c\u0948\u0938\u0940 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b6%e0%a5%80%e0%a4%b0%e0%a5%8d%e0%a4%b7-5-%e0%a4%b8%e0%a5%81%e0%a4%b0%e0%a4%95%e0%a5%8d%e0%a4%b7%e0%a4%bf%e0%a4%a4-%e0%a4%95%e0%a5%8d%e0%a4%b2%e0%a4%be%e0%a4%87%e0%a4%82%e0%a4%9f-%e0%a4%ab\/\" target=\"_self\">\u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0935\u093f\u0928\u093f\u092e\u092f<\/a> \u0928\u093f\u092f\u093e\u092e\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-integrate-with-our-existing-core-banking-or-trading-systems\"><span class=\"ez-toc-section\" id=\"Can_InvestGlass_integrate_with_our_existing_core_banking_or_trading_systems\"><\/span>\u0915\u094d\u092f\u093e InvestGlass \u0939\u092e\u093e\u0930\u0947 \u092e\u094c\u091c\u0942\u0926\u093e \u0915\u094b\u0930 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092f\u093e \u091f\u094d\u0930\u0947\u0921\u093f\u0902\u0917 \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0943\u0924 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u093e\u0901, InvestGlass \u092e\u0947\u0902 \u090f\u0915 \u0913\u092a\u0928 API \u0907\u0915\u094b\u0938\u093f\u0938\u094d\u091f\u092e \u0939\u0948, \u091c\u093f\u0938\u0947 \u0905\u0928\u094d\u092f \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964 \u092f\u0939 \u0915\u094b\u0930 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e, \u091f\u094d\u0930\u0947\u0921\u093f\u0902\u0917 \u0938\u093f\u0938\u094d\u091f\u092e \u0914\u0930 \u0905\u0928\u094d\u092f \u0924\u0943\u0924\u0940\u092f-\u092a\u0915\u094d\u0937 \u0905\u0928\u0941\u092a\u094d\u0930\u092f\u094b\u0917\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u092e\u0947\u0902 \u0921\u0947\u091f\u093e \u0938\u093f\u0902\u0915\u094d\u0930\u0928\u093e\u0907\u091c\u093c\u0947\u0936\u0928 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u090f\u0915 \u0938\u0941\u0938\u0902\u0917\u0924 \u0914\u0930 \u0915\u0941\u0936\u0932 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0935\u093e\u0924\u093e\u0935\u0930\u0923 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-key-benefits-of-using-investglass-s-client-portal\"><span class=\"ez-toc-section\" id=\"What_are_the_key_benefits_of_using_InvestGlasss_client_portal\"><\/span>InvestGlass \u0915\u0947 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0928\u0947 \u0915\u0947 \u092a\u094d\u0930\u092e\u0941\u0916 \u0932\u093e\u092d \u0915\u094d\u092f\u093e \u0939\u0948\u0902?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u0908 \u0932\u093e\u092d \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0928\u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u092f\u0902-\u0938\u0947\u0935\u093e \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0916\u093e\u0924\u093e \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0914\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0926\u0947\u0916\u0928\u0947 \u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964 \u092f\u0939 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0906\u0926\u093e\u0928-\u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u094b \u0938\u0941\u0917\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948, \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0902\u091a\u093e\u0930 \u0914\u0930 \u0905\u0932\u0930\u094d\u091f \u0938\u0915\u094d\u0937\u092e \u0915\u0930\u0924\u093e \u0939\u0948, \u0924\u0925\u093e \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u093f\u0924\u093e \u0914\u0930 \u0938\u0939\u092d\u093e\u0917\u093f\u0924\u093e \u0915\u094b \u092c\u0922\u093c\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0905\u0902\u0924\u0924\u0903 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u0935\u092b\u093e\u0926\u093e\u0930\u0940 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-does-investglass-support-digital-onboarding-for-new-client-accounts\"><span class=\"ez-toc-section\" id=\"Does_InvestGlass_support_digital_onboarding_for_new_client_accounts\"><\/span>\u0915\u094d\u092f\u093e InvestGlass \u0928\u090f \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0915\u0930\u0924\u093e \u0939\u0948?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u093f\u0932\u094d\u0915\u0941\u0932\u0964 InvestGlass \u090f\u0915 \u092a\u0942\u0930\u094d\u0923\u0924\u0903 \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0938\u092e\u093e\u0927\u093e\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u091c\u094b KYC\/AML \u091c\u093e\u0902\u091a\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u0921\u093f\u091c\u093f\u091f\u0932 \u092b\u0949\u0930\u094d\u092e \u092d\u0930\u0928\u0947 \u0914\u0930 \u0908-\u0939\u0938\u094d\u0924\u093e\u0915\u094d\u0937\u0930 \u0915\u0940 \u0938\u0941\u0935\u093f\u0927\u093e \u0926\u0947\u0924\u093e \u0939\u0948, \u0914\u0930 \u091c\u091f\u093f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0915\u094b \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u0938\u0947 \u0928\u090f \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0916\u093e\u0924\u0947 \u0916\u094b\u0932\u0928\u0947 \u092e\u0947\u0902 \u0932\u0917\u0928\u0947 \u0935\u093e\u0932\u093e \u0938\u092e\u092f \u0914\u0930 \u092a\u094d\u0930\u092f\u093e\u0938 \u0915\u093e\u092b\u0940 \u0915\u092e \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0926\u0915\u094d\u0937\u0924\u093e \u092c\u0922\u093c\u0924\u0940 \u0939\u0948 \u0914\u0930 \u092a\u094d\u0930\u093e\u0930\u0902\u092d\u093f\u0915 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0905\u0928\u0941\u092d\u0935 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-use-ai-and-automation-in-account-management\"><span class=\"ez-toc-section\" id=\"How_does_InvestGlass_use_AI_and_automation_in_account_management\"><\/span>InvestGlass \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092e\u0947\u0902 \u090f\u0906\u0908 \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0948\u0938\u0947 \u0915\u0930\u0924\u093e \u0939\u0948?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass AI \u0914\u0930 GPT \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0915\u0930 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c \u0928\u093f\u0930\u094d\u092e\u093e\u0923, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u091c\u093e\u0902\u091a, \u0914\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0902\u091a\u093e\u0930 \u091c\u0948\u0938\u0947 \u0928\u093f\u092f\u092e\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 AI \u092c\u0941\u0926\u094d\u0927\u093f\u092e\u093e\u0928\u0940\u092a\u0942\u0930\u094d\u0923 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092d\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u0921\u0947\u091f\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u092e\u0947\u0902 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915\u094b\u0902 \u0915\u0940 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930\u0924\u093e \u0939\u0948, \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u093e \u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u093e\u0928 \u0932\u0917\u093e \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u092e\u093e\u0928\u0935 \u092a\u0942\u0902\u091c\u0940 \u0905\u0927\u093f\u0915 \u0930\u0923\u0928\u0940\u0924\u093f\u0915, \u0917\u094d\u0930\u093e\u0939\u0915-\u0938\u093e\u092e\u0928\u093e \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0940 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092e\u0941\u0915\u094d\u0924 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-possible-to-customise-investglass-to-fit-our-specific-business-processes\"><span class=\"ez-toc-section\" id=\"Is_it_possible_to_customise_InvestGlass_to_fit_our_specific_business_processes\"><\/span>\u0915\u094d\u092f\u093e InvestGlass \u0915\u094b \u0939\u092e\u093e\u0930\u0940 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u093e \u0938\u0902\u092d\u0935 \u0939\u0948?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u093e\u0901, InvestGlass \u0935\u094d\u092f\u093e\u092a\u0915 \u0928\u094b-\u0915\u094b\u0921\/\u0932\u094b-\u0915\u094b\u0921 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0901 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u0947, \u0935\u093f\u0936\u0947\u0937 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u0930\u0928\u0947, \u092b\u0949\u0930\u094d\u092e \u0938\u0902\u0936\u094b\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u094b \u0909\u0928\u0915\u0940 \u0905\u0928\u0942\u0920\u0940 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0914\u0930 \u092c\u094d\u0930\u093e\u0902\u0921\u093f\u0902\u0917 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0922\u093e\u0932\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948, \u092c\u093f\u0928\u093e \u0917\u0939\u0930\u0940 \u092a\u094d\u0930\u094b\u0917\u094d\u0930\u093e\u092e\u093f\u0902\u0917 \u0935\u093f\u0936\u0947\u0937\u091c\u094d\u091e\u0924\u093e \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0915\u0947, \u091c\u093f\u0938\u0938\u0947 \u0938\u093f\u0938\u094d\u091f\u092e \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u092e\u0947\u0932 \u0916\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-kind-of-support-and-training-does-investglass-offer-during-implementation\"><span class=\"ez-toc-section\" id=\"What_kind_of_support_and_training_does_InvestGlass_offer_during_implementation\"><\/span>\u0907\u0902\u092a\u094d\u0932\u0940\u092e\u0947\u0902\u091f\u0947\u0936\u0928 \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 InvestGlass \u0915\u093f\u0938 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u093e \u0938\u092e\u0930\u094d\u0925\u0928 \u0914\u0930 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0938\u092b\u0932 \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0935\u094d\u092f\u093e\u092a\u0915 \u0938\u092e\u0930\u094d\u0925\u0928 \u0914\u0930 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u092e\u0947\u0902 \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u092f\u094b\u091c\u0928\u093e, \u0921\u0947\u091f\u093e \u092e\u093e\u0907\u0917\u094d\u0930\u0947\u0936\u0928 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0924\u093e, \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e \u092d\u0942\u092e\u093f\u0915\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0930\u092e, \u0914\u0930 \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e\u0913\u0902 \u0915\u094b \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092e\u0947\u0902 \u0928\u093f\u092a\u0941\u0923 \u0914\u0930 \u0938\u0939\u091c \u092c\u0928\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0947 \u092c\u093e\u0926 \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u092e\u0930\u094d\u0925\u0928 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-compare-to-traditional-crm-or-pms-systems\"><span class=\"ez-toc-section\" id=\"How_does_InvestGlass_compare_to_traditional_CRM_or_PMS_systems\"><\/span>InvestGlass \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915 CRM \u092f\u093e PMS \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u092e\u0947\u0902 \u0915\u0948\u0938\u0947 \u092c\u0947\u0939\u0924\u0930 \u0939\u0948?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u090f\u0915 \u0911\u0932-\u0907\u0928-\u0935\u0928, \u090f\u0915\u0940\u0915\u0943\u0924 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0915\u0947 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0939\u0948, \u091c\u094b \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915 \u0938\u094d\u091f\u0948\u0902\u0921\u0905\u0932\u094b\u0928 CRM \u092f\u093e PMS \u0938\u093f\u0938\u094d\u091f\u092e \u092e\u0947\u0902 \u0905\u0915\u094d\u0938\u0930 \u0928\u0939\u0940\u0902 \u0939\u094b\u0924\u093e\u0964 \u092f\u0939 \u0921\u0947\u091f\u093e \u0938\u093e\u0907\u0932\u094b \u0915\u094b \u0938\u092e\u093e\u092a\u094d\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u090f\u0915 \u0938\u092e\u0917\u094d\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0935\u094d\u092f\u0942 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u0914\u0930 AI \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0924\u0925\u093e \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u091c\u0948\u0938\u0940 \u0906\u0927\u0941\u0928\u093f\u0915 \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u0915\u094b \u0936\u093e\u092e\u093f\u0932 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0916\u0902\u0921\u093f\u0924 \u092a\u093e\u0930\u0902\u092a\u0930\u093f\u0915 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923\u094b\u0902 \u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u092e\u0947\u0902 \u092c\u0947\u0939\u0924\u0930 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0914\u0930 \u0915\u094d\u0932\u093e\u0907\u0902\u091f \u0905\u0928\u0941\u092d\u0935 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion\"><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>\u0928\u093f\u0937\u094d\u0915\u0930\u094d\u0937<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0902\u0915\u094d\u0937\u0947\u092a \u092e\u0947\u0902, \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0909\u0928 \u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u0915\u094d\u0930\u0947\u0921\u093f\u091f \u092f\u0942\u0928\u093f\u092f\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092e\u094c\u0932\u093f\u0915 \u0939\u0948 \u091c\u094b \u0926\u0940\u0930\u094d\u0918\u0915\u093e\u0932\u093f\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0928\u093e, \u0938\u0924\u0924 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0935\u093f\u0915\u093e\u0938 \u0915\u094b \u092c\u0922\u093c\u093e\u0935\u093e \u0926\u0947\u0928\u093e, \u0914\u0930 \u0915\u0921\u093c\u0947 \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094b \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u093e \u091a\u093e\u0939\u0924\u0947 \u0939\u0948\u0902\u0964 \u092a\u0930\u093f\u0937\u094d\u0915\u0943\u0924 \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936 \u0915\u0930\u0915\u0947, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0941\u0921\u093c\u093e\u0935 \u0915\u094b \u092e\u091c\u092c\u0942\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u094d\u092f\u0935\u0939\u093e\u0930 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u092e\u0942\u0932\u094d\u092f\u0935\u093e\u0928 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0938\u093e\u0925 \u0939\u0940 \u0905\u092a\u0928\u0947 \u0921\u0947\u091f\u093e \u0914\u0930 \u0935\u0930\u094d\u0915\u092b\u093c\u094d\u0932\u094b \u092a\u0930 \u092a\u0942\u0930\u094d\u0923 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u092c\u0928\u093e\u090f \u0930\u0916 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Selecting the appropriate CRM platform whether Salesforce Financial Services Cloud, Microsoft Dynamics 365, or Zoho CRM enables banks and credit unions to support comprehensive customer lifecycle management, cultivate trusted customer relationships, and deliver personalised services with complete sovereignty over their operations. Ultimately, a properly implemented CRM solution empowers financial institutions to enhance customer satisfaction, ensure secure communication protocols, and maintain competitive advantage within the increasingly regulated banking sector.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-account-data-management-features\"><span class=\"ez-toc-section\" id=\"Account_Data_Management_Features\"><\/span>\u0916\u093e\u0924\u093e \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0916\u093e\u0924\u093e \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u093f\u0938\u0940 \u092d\u0940 \u092e\u091c\u092c\u0942\u0924 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0915\u0940 \u092e\u0942\u0932 \u0906\u0927\u093e\u0930\u0936\u093f\u0932\u093e \u0939\u0948, \u091c\u094b \u090f\u0915 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0917\u0920\u0928 \u0915\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0938\u093e\u0925 \u0939\u0940 \u0935\u093e\u0938\u094d\u0924\u0935 \u092e\u0947\u0902 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u0915\u093e \u0906\u0927\u093e\u0930 \u0939\u0948\u0964 \u0935\u094d\u092f\u093e\u092a\u0915 \u0916\u093e\u0924\u093e \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u092c\u0948\u0902\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092a\u094b\u0937\u093f\u0924 \u0915\u0930\u0928\u0947, \u0938\u0902\u091a\u093e\u0932\u0928 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u0947, \u0914\u0930 \u0915\u0921\u093c\u0947 \u0928\u093f\u092f\u093e\u092e\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094b \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0935\u093f\u0936\u093e\u0932 \u092e\u093e\u0924\u094d\u0930\u093e \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u094b \u0915\u0941\u0936\u0932\u0924\u093e\u092a\u0942\u0930\u094d\u0935\u0915 \u0938\u0902\u092d\u093e\u0932 \u0938\u0915\u0947\u0902\u0964 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0938\u0902\u092a\u094d\u0930\u092d\u0941 \u0926\u0943\u0937\u094d\u091f\u093f\u0915\u094b\u0923 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923, \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0926\u0947\u0924\u093e \u0939\u0948, \u0914\u0930 \u0909\u0928 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u092a\u0930 \u091c\u094b\u0930 \u0926\u0947\u0924\u093e \u0939\u0948 \u091c\u094b \u0909\u0928 \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0902 \u091c\u094b \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092e\u0947\u0902 \u0915\u0921\u093c\u0947 \u0928\u093f\u092f\u093e\u092e\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u0915\u0940 \u0930\u0915\u094d\u0937\u093e \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u0935\u093f\u0936\u094d\u0935\u0938\u0928\u0940\u092f, \u090f\u0915\u0940\u0915\u0943\u0924 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u0940 \u0924\u0932\u093e\u0936 \u092e\u0947\u0902 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-centralised-account-data-repository\"><span class=\"ez-toc-section\" id=\"Centralised_Account_Data_Repository\"><\/span>\u0915\u0947\u0928\u094d\u0926\u094d\u0930\u0940\u092f\u0915\u0943\u0924 \u0916\u093e\u0924\u093e \u0921\u0947\u091f\u093e \u092d\u0902\u0921\u093e\u0930<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0916\u093e\u0924\u093e \u0921\u0947\u091f\u093e \u0930\u093f\u092a\u0949\u091c\u093f\u091f\u0930\u0940, \u0916\u093e\u0924\u093e \u0907\u0924\u093f\u0939\u093e\u0938, \u0932\u0947\u0928\u0926\u0947\u0928 \u0930\u093f\u0915\u0949\u0930\u094d\u0921, \u0914\u0930 \u090f\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924, \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0922\u093e\u0902\u091a\u0947 \u0915\u0947 \u092d\u0940\u0924\u0930 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092a\u0930\u094d\u0915 \u0938\u0939\u093f\u0924, \u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0935\u093f\u0936\u094d\u0935\u0938\u0928\u0940\u092f \u0906\u0927\u093e\u0930 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0924\u0940 \u0939\u0948\u0964 \u090f\u0915 \u090f\u0915\u0940\u0915\u0943\u0924 \u092a\u094d\u0932\u0947\u091f\u092b\u0949\u0930\u094d\u092e \u0915\u0947 \u092d\u0940\u0924\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0915\u094b \u0938\u092e\u0947\u0915\u093f\u0924 \u0915\u0930\u0915\u0947, \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0938\u0902\u0917\u0920\u0928\u094b\u0902 \u092e\u0947\u0902 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0915 \u0938\u091f\u0940\u0915, \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0924\u0915 \u092a\u0939\u0941\u0902\u091a \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u0938\u093e\u0925 \u0939\u0940 \u0921\u0947\u091f\u093e \u0938\u0902\u092a\u094d\u0930\u092d\u0941\u0924\u093e \u092a\u0930 \u092a\u0942\u0930\u094d\u0923 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u092c\u0928\u093e\u090f \u0930\u0916 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0935\u0947 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0947\u0935\u093e \u0915\u093e \u090f\u0915 \u0909\u091a\u094d\u091a \u092e\u093e\u0928\u0915 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0939 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0930\u0923 \u0928 \u0915\u0947\u0935\u0932 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u0941\u0921\u093c\u093e\u0935 \u0915\u094b \u092c\u0922\u093c\u093e\u0924\u093e \u0939\u0948, \u092c\u0932\u094d\u0915\u093f \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u092a\u094d\u0930\u094b\u091f\u094b\u0915\u0949\u0932 \u0915\u094b \u092d\u0940 \u092e\u091c\u092c\u0942\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u091c\u094b\u0916\u093f\u092e \u0915\u094b \u0915\u092e \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u0921\u0947\u091f\u093e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0914\u0930 \u0938\u0902\u0917\u0920\u0928\u093e\u0924\u094d\u092e\u0915 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0926\u0947\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u0902\u092a\u094d\u0930\u092d\u0941 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092f\u0939 \u0909\u0926\u093e\u0939\u0930\u0923 \u092a\u094d\u0930\u0938\u094d\u0924\u0941\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u0915\u093f \u0915\u0948\u0938\u0947 \u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0930\u093f\u092a\u0949\u091c\u093f\u091f\u0930\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u0940 \u091f\u0940\u092e\u094b\u0902 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u0905\u0927\u093f\u0915 \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0922\u0902\u0917 \u0938\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0936\u0915\u094d\u0924 \u092c\u0928\u093e \u0938\u0915\u0924\u0940 \u0939\u0948, \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0915\u093f \u0939\u0930 \u092c\u093e\u0924\u091a\u0940\u0924 \u0938\u0942\u091a\u093f\u0924 \u0914\u0930 \u0928\u093f\u092f\u093e\u092e\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u092c\u0928\u0940 \u0930\u0939\u0947\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-quality-controls-and-validation\"><span class=\"ez-toc-section\" id=\"Data_Quality_Controls_and_Validation\"><\/span>\u0921\u0947\u091f\u093e \u0917\u0941\u0923\u0935\u0924\u094d\u0924\u093e \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0914\u0930 \u0938\u0924\u094d\u092f\u093e\u092a\u0928<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Maintaining the integrity and accuracy of account data remains paramount for sound decision-making and regulatory compliance within today&#8217;s stringent financial landscape. Robust data quality controls and validation mechanisms including comprehensive validation rules, data normalisation, and sophisticated cleansing processes enable regulated financial organisations to identify and rectify inconsistencies or errors whilst maintaining complete sovereignty over their customer data. By prioritising these essential controls, banks and wealth managers can ensure their account data remains both reliable and current, supporting operational efficiency whilst meeting the most demanding compliance requirements. Sovereign technology platforms that emphasise data protection and regulatory control offer advanced validation and cleansing capabilities, enabling financial institutions to uphold the highest standards of data quality across their client base whilst retaining complete control over their digital infrastructure and sensitive customer information.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-audit-trails-and-access-management\"><span class=\"ez-toc-section\" id=\"Audit_Trails_and_Access_Management\"><\/span>\u0911\u0921\u093f\u091f \u091f\u094d\u0930\u0947\u0932\u094d\u0938 \u0914\u0930 \u092a\u0939\u0941\u0901\u091a \u092a\u094d\u0930\u092c\u0902\u0927\u0928<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Ensuring the security and traceability of customer account data remains fundamental for maintaining regulatory compliance and protecting sensitive information within regulated financial organisations. Comprehensive audit trails provide a trusted record of all modifications made to account data, detailing precisely who implemented each change and when these alterations occurred. When integrated with robust access management capabilities including role-based permissions and secure authentication protocols these features ensure that only authorised personnel can access or modify customer data. This approach not only supports regulatory compliance but also significantly mitigates the risk of data breaches whilst maintaining organisational control. Sovereign CRM platforms that prioritise data protection offer advanced audit trail and access management capabilities, helping regulated institutions to safeguard account data and demonstrate compliance with industry regulations whilst retaining complete control over their digital infrastructure.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-retention-and-compliance-tools\"><span class=\"ez-toc-section\" id=\"Data_Retention_and_Compliance_Tools\"><\/span>\u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0909\u092a\u0915\u0930\u0923<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u092f\u093e\u092e\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0916\u093e\u0924\u093e \u0921\u0947\u091f\u093e \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092e\u091c\u092c\u0942\u0924 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0909\u092a\u0915\u0930\u0923 \u0906\u0935\u0936\u094d\u092f\u0915 \u0938\u093e\u092c\u093f\u0924 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0947 \u0909\u092a\u0915\u0930\u0923 \u0921\u0947\u091f\u093e \u0915\u0947 \u0905\u092d\u093f\u0932\u0947\u0916\u0940\u0915\u0930\u0923, \u0935\u093f\u0932\u094b\u092a\u0928 \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0915\u094b \u0938\u0941\u0917\u092e \u092c\u0928\u093e\u0924\u0947 \u0939\u0948\u0902, \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0915\u093f \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0909\u091a\u093f\u0924 \u0905\u0935\u0927\u093f \u0924\u0915 \u0938\u0902\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0939\u0947 \u0914\u0930 \u091c\u092c \u0907\u0938\u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0928 \u0930\u0939\u0947 \u0924\u094b \u0909\u0938\u0947 \u0938\u0941\u0930\u0915\u094d\u0937\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u0928\u0937\u094d\u091f \u0915\u0930 \u0926\u093f\u092f\u093e \u091c\u093e\u090f\u0964 \u0935\u094d\u092f\u093e\u092a\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0915\u0930, \u092c\u0948\u0902\u0915 \u0905\u0928\u0941\u092a\u093e\u0932\u0928\u0939\u0940\u0928\u0924\u093e \u0915\u0947 \u091c\u094b\u0916\u093f\u092e \u0915\u094b \u0915\u092e \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u0938\u093e\u0925 \u0939\u0940 \u0905\u092a\u0928\u0940 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u0938\u0902\u092a\u094d\u0930\u092d\u0941 \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092a\u0930\u093f\u0937\u094d\u0915\u0943\u0924 \u0921\u0947\u091f\u093e \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u094b \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0928\u093f\u092f\u093e\u092e\u0915 \u092e\u093e\u0928\u0915\u094b\u0902 \u0915\u093e \u092a\u093e\u0932\u0928 \u0915\u0930\u0924\u0947 \u0939\u0941\u090f \u0914\u0930 \u0905\u092a\u0928\u0947 \u0921\u0947\u091f\u093e \u0907\u0902\u092b\u094d\u0930\u093e\u0938\u094d\u091f\u094d\u0930\u0915\u094d\u091a\u0930 \u092a\u0930 \u092a\u0942\u0930\u094d\u0923 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u092c\u0928\u093e\u090f \u0930\u0916\u0924\u0947 \u0939\u0941\u090f \u0916\u093e\u0924\u093e \u0921\u0947\u091f\u093e \u0915\u094b \u0915\u0941\u0936\u0932\u0924\u093e\u092a\u0942\u0930\u094d\u0935\u0915 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0902\u0915\u094d\u0937\u0947\u092a \u092e\u0947\u0902, \u0915\u093f\u0938\u0940 \u092d\u0940 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0915\u0947 \u0932\u093f\u090f \u092e\u091c\u092c\u0942\u0924 \u0916\u093e\u0924\u093e \u0921\u0947\u091f\u093e 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\u0939\u0948\u0902\u0964.<\/p>","protected":false},"excerpt":{"rendered":"<p>What You Will Learn Introduction This guide is intended for banking professionals, compliance officers, and IT decision-makers seeking to modernize their client account management systems. In today&#8217;s dynamic financial landscape, client account management software for banks is no longer a luxury but a fundamental necessity. Effective client account management software is critical for banks today [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":46859,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1353],"class_list":["post-49263","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-account-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Account Management Software for Banks Explained<\/title>\n<meta name=\"description\" content=\"Explore account management software for banks with InvestGlass. 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