{"id":29038,"date":"2021-05-16T18:04:05","date_gmt":"2021-05-16T16:04:05","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29038"},"modified":"2025-11-06T20:02:57","modified_gmt":"2025-11-06T19:02:57","slug":"%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%bb%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%82%92%e5%8a%b9%e7%8e%87%e7%9a%84%e3%81%ab%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-efficiently-digitalize-your-onboarding-process\/","title":{"rendered":"\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u52b9\u7387\u7684\u306b\u30c7\u30b8\u30bf\u30eb\u5316\u3059\u308b\u306b\u306f\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u300d\u3068\u3044\u3046\u8a00\u8449\u306f\u3001\u3042\u3089\u3086\u308b\u5206\u91ce\u3067\u5e83\u304f\u4f7f\u308f\u308c\u3066\u3044\u308b\u304c\u3001\u305d\u306e\u610f\u5473\u306f\u69d8\u3005\u3067\u3042\u308b\u3002\u9280\u884c\u3084\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3067\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u306f\u9280\u884c\u53e3\u5ea7\u3084\u540c\u69d8\u306e\u8a18\u9332\u3092\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u4f5c\u6210\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002CRM\u306b\u7126\u70b9\u3092\u5f53\u3066\u308b\u3068\u3001\u305d\u306e\u610f\u5473\u306fCRM\u30b7\u30b9\u30c6\u30e0\u3068\u305d\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3059\u308b\u30d3\u30b8\u30cd\u30b9\u306e1\u3064\u306b\u8fd1\u3044\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2016\u5e74\u4ee5\u964d\u3001FINMA\u306f\u7d14\u7c8b\u306a\u30c7\u30b8\u30bf\u30eb\u5f62\u5f0f\u3067\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u53ef\u80fd\u306b\u3057\u305f\u3002\u672c\u4eba\u78ba\u8a8d\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u5b89\u5168\u306b\u3057\u3001\u6a5f\u68b0\u5b66\u7fd2\u6280\u8853\u306b\u3088\u3063\u3066\u9867\u5ba2\u306e\u672c\u4eba\u78ba\u8a8d\u3092\u53ef\u80fd\u306b\u3057\u305f\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"geodir-embed-container\"><iframe loading=\"lazy\" title=\"\u6587\u66f8\u306e\u30c7\u30b8\u30bf\u30eb\u5316\u3068\u306f\u4f55\u304b\uff1f\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/n6F4L46AfBI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\"   title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"116\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u306f\u3001\u4e2d\u9577\u671f\u7684\u306a\u8996\u91ce\u306b\u7acb\u3066\u3070\u3001\u7d19\u306e\u30d5\u30a9\u30fc\u30e0\u3084\u5f93\u6765\u306eKYC\u30c7\u30fc\u30bf\u53ce\u96c6\u3092\u8ffd\u3044\u8d8a\u3059\u3060\u308d\u3046\u3002\u3053\u306e\u30c7\u30b8\u30bf\u30eb\u5316\u306b\u3088\u308a\u3001\u7279\u306b\u9280\u884c\u696d\u754c\u3084\u9280\u884c\u53e3\u5ea7\u958b\u8a2d\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u304a\u3044\u3066\u3001\u4f01\u696d\u3084\u4f01\u696d\u306e\u52b4\u50cd\u529b\u3084\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002\u4e00\u65e6\u3001\u9867\u5ba2\u306f\u7c21\u5358\u306b\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001CRM\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u306e\u30e6\u30fc\u30b6\u30fc\u3068\u306a\u308b\u3002\u79c1\u305f\u3061\u306f\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306e\u63d0\u4f9b\u3001KYC\u306e\u662f\u6b63\u3001\u307e\u305f\u306f\u30d5\u30a1\u30a4\u30eb\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\uff08ID\u3001\u4f4f\u6240\u8a3c\u660e\u306a\u3069\uff09\u306e\u3088\u3046\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u88dc\u8db3\u7684\u306a\u5fc5\u8981\u4e8b\u9805\u3092\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4ecb\u3057\u3066\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u5f93\u696d\u54e1\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u5f93\u696d\u54e1\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u63a1\u7528\u6642\u306e\u52b9\u7387\u7684\u306a\u4eba\u6750\u7ba1\u7406\u306b\u3088\u3063\u3066\u4eba\u4e8b\u30c1\u30fc\u30e0\u306e\u67d4\u8edf\u6027\u3092\u9ad8\u3081\u3001\u4f01\u696d\u306e\u80fd\u529b\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-financial-services-with-investglass\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0 - InvestGlass\u306b\u3088\u308b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u5b8c\u5168\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u542b\u3080\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u5f0a\u793e\u306e\u9867\u5ba2\u306f\u5b8c\u5168\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u5b8c\u5168\u306a\u30da\u30fc\u30d1\u30fc\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u307e\u305f\u306f\u4e21\u65b9\u3092\u30df\u30c3\u30af\u30b9\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u3044\u305a\u308c\u304b\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u4e3b\u306b3\u3064\u306e\u6bb5\u968e\u306b\u5206\u3051\u3089\u308c\u307e\u3059\u3002\u7b2c\u4e00\u306b\u3001\u9867\u5ba2\u306f\u81ea\u5206\u306e\u60c5\u5831\u3092\u6a5f\u68b0\u306b\u6b63\u3057\u304f\u5165\u529b\u3059\u308b\u305f\u3081\u306b\u3001\u30d5\u30a9\u30fc\u30e0\u307e\u305f\u306f\u8907\u6570\u306e\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u6b21\u306b\u3001\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u3068ID\u78ba\u8a8d\u306e\u958b\u59cb\u3002\u6700\u5f8c\u306b\u3001KYC\u306e\u662f\u6b63\u3092\u5f8c\u306e\u6bb5\u968e\u3067\u884c\u308f\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u5834\u5408\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u53ce\u96c6\u3078\u306e\u62db\u5f85\u306f\u3001\u671b\u307e\u308c\u308b\u30e6\u30fc\u30b6\u30fc\u4f53\u9a13\u306b\u5fdc\u3058\u3066\u3044\u304f\u3064\u304b\u306e\u5f62\u3092\u3068\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002. <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%90%e3%83%b3%e3%82%af%e3%82%92%e5%a7%8b%e3%82%81%e3%82%8b%e5%89%8d%e3%81%ab%e7%9f%a5%e3%81%a3%e3%81%a6%e3%81%8a%e3%81%8f%e3%81%b9%e3%81%8d%e3%81%93%e3%81%a8\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"447\">\u9280\u884c\u306f\u30c7\u30b8\u30bf\u30eb\u5316\u304c\u5fc5\u8981<\/a> \u3053\u306e\u30d5\u30a9\u30fc\u30e0\u3092\u7279\u5b9a\u306e\u898b\u8fbc\u307f\u5ba2\u306b\u9001\u4fe1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30d5\u30a9\u30fc\u30e0\u3092\u96fb\u5b50\u30e1\u30fc\u30eb\u3067\u9001\u4fe1\u3057\u305f\u308a\u3001\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u7c21\u5358\u306a\u7f72\u540d\u30d5\u30a9\u30fc\u30e0\u3092\u57cb\u3081\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u7d44\u7e54\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30dd\u30ea\u30b7\u30fc\u306b\u3088\u3063\u3066\u306f\u3001\u898b\u8fbc\u307f\u5ba2\u306b\u3059\u3067\u306b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u304c\u4ed8\u4e0e\u3055\u308c\u3066\u3044\u308b\u5834\u5408\u3082\u3042\u308a\u3001\u305d\u306e\u5834\u5408\u306f\u30d5\u30a9\u30fc\u30e0\u3092\u30dd\u30fc\u30bf\u30eb\u7d4c\u7531\u3067\u76f4\u63a5\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u898b\u8fbc\u307f\u5ba2\u306f\u30d5\u30a9\u30fc\u30e0\u306b\u5fc5\u8981\u306a\u60c5\u5831\u3084\u30d5\u30a1\u30a4\u30eb\u3092\u5165\u529b\u3059\u308b\u3060\u3051\u3067\u3001\u4f5c\u696d\u304c\u5b8c\u4e86\u3059\u308b\u3068\u901a\u77e5\u304c\u5c4a\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"705\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1024x705.png\" alt=\"\" class=\"wp-image-32243\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1024x705.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-300x207.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-768x529.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1536x1058.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u30c4\u30fc\u30eb\u306f\u3001KYC\u306e\u4fee\u5fa9\u3068\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306b\u69cb\u7bc9\u3055\u308c\u307e\u3057\u305f\u3002<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u898b\u8fbc\u307f\u5ba2\u3092\u53d7\u3051\u5165\u308c\u308b\u304b\u62d2\u5426\u3059\u308b\u304b\u3092\u6c7a\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3084\u6d88\u8cbb\u8005\u306e\u63a1\u7528\u3092\u7c21\u7d20\u5316\u3059\u308b\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u308b\u3002\u4f01\u696d\u306f\u307e\u305f\u3001\u898b\u8fbc\u307f\u5ba2\u306e\u8eab\u5143\u3092\u78ba\u8a8d\u3057\u3001AML\u3084\u8b66\u544a\u30ea\u30b9\u30c8\u306b\u3042\u308b\u540d\u524d\u3092\u30c1\u30a7\u30c3\u30af\u3057\u305f\u3044\u3002\u500b\u4eba\u3068\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3059\u308b\u4eba\u3005\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306b\u3001AML\u30c1\u30a7\u30c3\u30af\u304b\u3089\u9854\u8a8d\u8b58ID\u7167\u5408\u307e\u3067\u3001\u3055\u307e\u3056\u307e\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30cb\u30fc\u30ba\u306b\u5fdc\u3058\u3066\u3001\u3053\u308c\u3089\u306e\u30c1\u30a7\u30c3\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3082\u3001\u624b\u52d5\u3067\u8d77\u52d5\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u3002\u898b\u8fbc\u307f\u5ba2\u304c\u4f4e\u30ea\u30b9\u30af\u3001\u4e2d\u30ea\u30b9\u30af\u3001\u307e\u305f\u306fPEP\u500b\u4eba\u306a\u3069\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u306b\u5206\u985e\u3055\u308c\u308b\u3068\u3001\uff08\u81ea\u52d5\u3067\u3082\u81ea\u52d5\u3067\u306a\u304f\u3066\u3082\uff09\u6b21\u306e\u3088\u3046\u306a\u30c1\u30a7\u30c3\u30af\u3092\u958b\u59cb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e5%96%b6%e6%a5%ad%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"734\">\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9<\/a>. .\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u3001\u898b\u8fbc\u307f\u5ba2\u306e\u56de\u7b54\u3084\u30ea\u30b9\u30af\u30ec\u30d9\u30eb\u306a\u3069\u306b\u5fdc\u3058\u3066\u3001\u898b\u8fbc\u307f\u5ba2\u3092\u53d7\u3051\u5165\u308c\u305f\u308a\u62d2\u5426\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3042\u306a\u305f\u306f\u30b2\u30fc\u30e0\u306e\u30eb\u30fc\u30eb\u3092\u8a2d\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898b\u8fbc\u307f\u5ba2\u304c\u627f\u8a8d\u3055\u308c\u308b\u3068\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u4f5c\u6210\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u958b\u59cb\u3057\u3001\u6587\u66f8\u3092\u5171\u6709\u3057\u3001\u6295\u8cc7\u63d0\u6848\u3092\u4f5c\u6210\u3057\u3001\u5f37\u529b\u3067\u9577\u671f\u7684\u306a\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u3059\u3079\u3066\u306e\u6a5f\u80fd\u3068\u88fd\u54c1\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3055\u3089\u306b\u91cd\u8981\u306a\u3053\u3068\u3068\u3057\u3066\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%ad%e3%83%9c%e3%83%86%e3%82%a3%e3%83%83%e3%82%af%e3%83%bb%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%83%bb%e3%82%aa%e3%83%bc%e3%83%88%e3%83%a1%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3-rpa%e3%81%8c\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"271\">\u81ea\u52d5\u5316\u3068KYC\u6539\u5584\u30d7\u30ed\u30bb\u30b9\u306e\u5bb9\u6613\u306a\u958b\u767a<\/a>. .\u4f8b\u3048\u3070\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u4f4f\u6240\u3001\u56fd\u7c4d\u3001\u914d\u5076\u8005\u306e\u6709\u7121\u3092\u5909\u66f4\u3057\u305f\u5834\u5408\u306b\u3001KYC\u306e\u662f\u6b63\u30c1\u30a7\u30c3\u30af\u3092\u8a2d\u5b9a\u3057\u305f\u3044\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002KYC\u306e\u662f\u6b63\u3068\u306f\u3001\u9867\u5ba2\u306e\u60c5\u5831\u3092\u30c1\u30a7\u30c3\u30af\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u901a\u5e38\u3001\u9069\u6642\u307e\u305f\u306f\u7279\u5225\u306a\u30a4\u30d9\u30f3\u30c8\u6642\u306b\u884c\u308f\u308c\u307e\u3059\u3002InvestGlass\u3092\u5229\u7528\u3059\u308c\u3070\u3001\u3069\u306e\u3088\u3046\u306a\u30c7\u30d0\u30a4\u30b9\u3067\u3082\u30ea\u30e1\u30c7\u30a3\u30a8\u30fc\u30b7\u30e7\u30f3\u3092\u901a\u77e5\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001E\u30e1\u30fc\u30eb\u3084\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3092\u4ecb\u3057\u3066\u30ea\u30e1\u30c7\u30a3\u30a8\u30fc\u30b7\u30e7\u30f3\u30d5\u30a9\u30fc\u30e0\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u96fb\u8a71\u3084\u76f4\u63a5\u306e\u9762\u8ac7\u3068\u3044\u3063\u305f\u5f93\u6765\u306e\u65b9\u6cd5\u3082\u53ef\u80fd\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u306f\u30c7\u30b8\u30bf\u30eb\u5316\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\uff01<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-1024x683.jpg\" alt=\"\u8336\u8272\u306e\u9769\u306e\u30d0\u30c3\u30b0\u3092\u6301\u3063\u3066\u6b69\u304f\u4eba\" class=\"wp-image-29040\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-do-not-forget-the-client-is-human\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u4eba\u9593\u3067\u3042\u308b\u3053\u3068\u3092\u5fd8\u308c\u3066\u306f\u306a\u3089\u306a\u3044\uff01<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u898b\u8fbc\u307f\u5ba2\u3092\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3059\u308b\u969b\u306e\u30b3\u30c4\u3068\u30d2\u30f3\u30c8\u306b\u7126\u70b9\u3092\u5f53\u3066\u3088\u3046\u3002\u3042\u306a\u305f\u304c <a href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bai%e5%b0%8e%e5%85%a5%e3%81%ae%e8%aa%b2%e9%a1%8c%e3%81%a8%e3%81%9d%e3%81%ae%e5%85%8b%e6%9c%8d%e6%96%b9%e6%b3%95\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2273\">\u30c1\u30e3\u30ec\u30f3\u30b8\u30e3\u30fc\u9280\u884c<\/a> \u3042\u308b\u3044\u306f\u78ba\u7acb\u3055\u308c\u305f\u3082\u306e\u3067\u3042\u308c\u3070\u3001\u8208\u5473\u3092\u305d\u305d\u3089\u308c\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u30b7\u30f3\u30d7\u30eb\u304b\u3064\u8fc5\u901f\u306b\u3002\u898b\u8fbc\u307f\u5ba2\u306b10\u5206\u4ee5\u4e0a\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3057\u3066\u3082\u3089\u3046\u3079\u304d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<br>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5e83\u3052\u308b\u3002\u898b\u8fbc\u307f\u5ba2\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u3044\u304f\u3064\u304b\u306e\u30b9\u30c6\u30c3\u30d7\u3084\u6bb5\u968e\u306b\u5206\u3051\u3066\u9032\u3081\u307e\u3057\u3087\u3046\u3002.<br>\u660e\u78ba\u306a\u671f\u5f85\u3068\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u307e\u3057\u3087\u3046\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u8a55\u4fa1\u6307\u6a19\u3068\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8cea\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9867\u5ba2\u7372\u5f97\u3092\u6700\u5927\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u671f\u7684\u306b\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u5f97\u308b\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6539\u5584\u3059\u308b\u305f\u3081\u306b\u3001\u898b\u8fbc\u307f\u5ba2\u3084\u9867\u5ba2\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ef\u80fd\u306b\u3057\u307e\u3057\u3087\u3046\u3002\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u63a1\u7528\u3059\u308c\u3070\u300180%\u306e\u9867\u5ba2\u7dad\u6301\u7387\u306e\u5411\u4e0a\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\uff01\u3057\u304b\u3057\u3001\u6628\u5e7460%\u306e\u9867\u5ba2\u304c\u3001\u8907\u96d1\u3055\u3001\u9577\u3055\u306a\u3069\u306e\u8907\u6570\u306e\u7406\u7531\u3067\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u65ad\u5ff5\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u6ce8\u610f\u6df1\u304f\u76e3\u8996\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/%e7%84%a1%e6%96%99%e3%81%a7%e5%a7%8b%e3%82%81%e3%82%8b\/\">InvestGlass\u306e\u7121\u6599\u30c8\u30e9\u30a4\u30a2\u30eb\u304b\u3089\u59cb\u3081\u307e\u3057\u3087\u3046\u3002<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>All sectors widely use the term &#8220;Digital onboarding&#8221;; however, its meaning varies. In banking and financial services, digital onboarding means the creation of banking accounts or similar records online. Focusing on CRM, the meaning is close to one of the businesses using the CRM system and its onboarding tools. Since 2016, FINMA has enabled customer onboarding in purely digital form. Identity verification solutions made the onboarding process secure and the customer identity verifiable via machine learning technology. Digital onboarding will in a medium to long-term view overtake paper forms and traditional KYC data gathering. This digitalization enables the reduction of the workforce and costs for firms and companies, especially in [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29040,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45],"class_list":["post-29038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Efficiently Digitalize your Onboarding Process? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn how to digitalize your onboarding process to reduce manual work, improve compliance, and deliver a seamless client experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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