{"id":29599,"date":"2021-05-25T21:08:14","date_gmt":"2021-05-25T19:08:14","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29599"},"modified":"2026-04-22T11:37:59","modified_gmt":"2026-04-22T09:37:59","slug":"finsa%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aecrm-%e5%ae%8c%e5%85%a8%e3%81%aa%e9%a1%a7%e5%ae%a2%e9%96%a2%e4%bf%82%e7%ae%a1%e7%90%86%e3%82%bd%e3%83%aa%e3%83%a5%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/crm-for-finsa-a-complete-customer-relationship-management-solution\/","title":{"rendered":"FINSA\u5411\u3051CRM\uff1a\u5305\u62ec\u7684\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-crm-for-finsa-a-complete-customer-relationship-management-solution-ready-today\">CRM for FINSA\u306f\u3001\u5b8c\u5168\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">FINSA\u306f\u3001\u69d8\u3005\u306a\u696d\u754c\u306b\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u4f01\u696d\u3067\u3042\u308b\u3002\u540c\u793e\u306f\u6700\u8fd1\u3001FINSA\u306e\u30cb\u30fc\u30ba\u306b\u7279\u5316\u3057\u3066\u69cb\u7bc9\u3055\u308c\u305fCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3001CRM for FINSA\u3092\u767a\u8868\u3057\u305f\u3002\u3053\u306e\u30d6\u30ed\u30b0\u30dd\u30b9\u30c8\u3067\u306f\u3001\u540c\u793e\u306e\u65b0\u3057\u3044CRM\u88fd\u54c1\u3068\u3001\u305d\u3082\u305d\u3082CRM\u3092\u5fc5\u8981\u3068\u3057\u305f\u7406\u7531\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002. <a href=\"https:\/\/www.investglass.com\/ja\/%e5%96%b6%e6%a5%ad%e3%83%84%e3%83%bc%e3%83%ab\/\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9CRM<\/a> CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u3067\u3042\u308b\u305f\u3081\u3001FCA\u3001MiFID II\u3001GPPR\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30af\u30e9\u30a6\u30c9\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001FINSA\u306e\u300c\u53d6\u5f15\u306b\u304a\u3051\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u300d\u306e4\u3064\u306e\u30ec\u30a4\u30e4\u30fc\u3092\u3059\u3079\u3066\u30ab\u30d0\u30fc\u3057\u3066\u3044\u307e\u3059\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u97f3\u58f0\u3001\u30d3\u30c7\u30aa\u3001SMS\u3001\u30c1\u30e3\u30c3\u30c8\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3092\u4ecb\u3057\u3066\u4f5c\u6210\u3055\u308c\u305f\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u3002.<br>\u53d6\u5f15\u306e\u8a18\u9332\u3068\u4fdd\u5b58 <br>InvestGlass\u307e\u305f\u306f\u304a\u5ba2\u69d8\u306e\u30b5\u30fc\u30d0\u30fc\u3067\u691c\u7d22\u304c\u53ef\u80fd\u3067\u3059\u3002<br>\u97f3\u58f0\u30fb\u97f3\u58f0\u9332\u97f3\u306b\u3088\u308b\u5206\u6790 <\/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=\"\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass\" 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\">\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-what-is-crm-software-and-why-should-i-use-it-for-my-business\">1.CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">FINSA\u306e\u305f\u3081\u306b\u69cb\u7bc9\u3055\u308c\u305fInvestGlass\u306eCRM\u306f\u3001\u30ea\u30b9\u30af\u3001\u9069\u5408\u6027\u3001\u5206\u914d\u3001\u77e5\u8b58\u3001\u305d\u3057\u3066\u3082\u3061\u308d\u3093\u6295\u8cc7\u5bb6\u306e\u55dc\u597d\u304b\u3089\u671f\u5f85\u3055\u308c\u308b\u3059\u3079\u3066\u306e\u30c8\u30d4\u30c3\u30af\u3092\u30ab\u30d0\u30fc\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM\u306f\u30b9\u30a4\u30b9\u306e\u5b89\u5168\u306a\u30af\u30e9\u30a6\u30c9\u4e0a\u3067\u30db\u30b9\u30c8\u3055\u308c\u3066\u3044\u307e\u3059\u3002CRM\u306f\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305fE\u30e1\u30fc\u30eb\u3068\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3067\u5b8c\u5168\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30c1\u30e3\u30f3\u30cd\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-how-can-a-crm-help-me-with-my-business\">2.CRM\u306f\u79c1\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u306e\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u5e02\u5834\u6a5f\u4f1a\u306b\u57fa\u3065\u304f\u6295\u8cc7\u52e7\u8a98\u306e\u914d\u5e03\u306b\u304a\u3044\u3066\u3001\u5f93\u696d\u54e1\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u5f37\u5316\u3059\u308b\u3002\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3 <a href=\"https:\/\/www.investglass.com\/ja\/%e4%b8%8d%e5%8b%95%e7%94%a3%e6%8a%95%e8%b3%87%e5%ae%b6%e5%90%91%e3%81%91crc\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1347\">CRM\u306f\u9867\u5ba2\u3092\u6539\u5584\u3059\u308b<\/a> \u9069\u5207\u306a\u8ca1\u52d9\u60c5\u5831\u3092\u9069\u5207\u306a\u6295\u8cc7\u5bb6\u306b\u9069\u5207\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u9001\u4fe1\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u5fe0\u8aa0\u3068\u30b9\u30d4\u30fc\u30c9\u30a2\u30c3\u30d7\u3092\u56f3\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-why-choose-the-finsa-crm-system-over-other-systems\">3.\u4ed6\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u306a\u304fFINSA CRM\u30b7\u30b9\u30c6\u30e0\u3092\u9078\u3076\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u69cb\u7bc9\u6e08\u307f\u306eFINSA CRM\u306f\u3001\u898b\u8fbc\u307f\u5ba2\u3092\u7372\u5f97\u3057\u3001\u4eca\u65e5\u306e\u8ab2\u984c\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001FINSA\u306b\u6e96\u62e0\u3057\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u7ba1\u7406\u3092\u958b\u59cb\u3059\u308b\u305f\u3081\u306e\u6700\u65b0\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3092\u3059\u3079\u3066\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-common-features-you-ll-find-in-our-investglass-crm-system-nbsp\">4.\u5f0a\u793e\u306eInvestGlass CRM\u30b7\u30b9\u30c6\u30e0\u306b\u3042\u308b\u5171\u901a\u6a5f\u80fd&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u9867\u5ba2\u7372\u5f97\u306e\u305f\u3081\u306b\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u4e8b\u524d\u69cb\u7bc9\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 <a 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\/\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a9\u30fc\u30e0<\/a>. .\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u3068\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u52b9\u7387\u7684\u306b\u53e3\u5ea7\u958b\u8a2d\u3092\u30d5\u30a3\u30eb\u30bf\u30ea\u30f3\u30b0\u3057\u3001\u81ea\u52d5\u7684\u306b\u30c1\u30a7\u30c3\u30af\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e5%96%b6%e6%a5%ad%e3%83%84%e3%83%bc%e3%83%ab\/\">CRM\u30c7\u30fc\u30bf<\/a>. .CRM\u30c7\u30fc\u30bf\u3068\u8a3c\u5238\u30c7\u30fc\u30bf\u3092\u7167\u5408\u3059\u308b\u5546\u54c1\u9069\u5408\u6027\u30a8\u30f3\u30b8\u30f3\u3002\u4e00\u4efb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u304a\u3088\u3073\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306e\u30b9\u30de\u30fc\u30c8\u30d5\u30e9\u30c3\u30b0\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-pricing-options-available-to-you-when-choosing-to-use-a-finsa-powered-crm-solution-for-your-company\">5.FINSA\u3092\u5229\u7528\u3057\u305fCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u4fa1\u683c\u30aa\u30d7\u30b7\u30e7\u30f3<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u4ee5\u4e0b\u3092\u63d0\u4f9b\u3059\u308b\u552f\u4e00\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%84%e3%83%bc%e3%83%ab\/\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a>, CRM\u3001\u8ca1\u52d9\u30c4\u30fc\u30eb\u3092\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306eSAAS\u5f62\u5f0f\u306b\u5909\u63db\u3002\u3064\u307e\u308a\u3001\u6709\u52b9\u5316\u3057\u305f\u30b7\u30fc\u30c8\u6570\u306b\u5fdc\u3058\u3066\u6599\u91d1\u3092\u652f\u6255\u3046\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306e\u4e21\u65b9\u304c\u9867\u5ba2\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u3001\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u30c0\u30a4\u30ca\u30df\u30af\u30b9\u3067\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u308b\u305f\u3081\u306b\u5354\u529b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\uff01<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FINSA\u306e\u5c0e\u5165\u306b\u3088\u308a\u3001\u60c5\u5831\u306e\u6d41\u308c\u304c\u5927\u304d\u304f\u5909\u308f\u308b\u305f\u3081\u3001\u9867\u5ba2\u4f53\u9a13\u306f\u5927\u304d\u304f\u5909\u308f\u308b\u3060\u308d\u3046\u3002\u79c1\u305f\u3061\u306f\u3001\u751f\u7523\u6027\u3092\u9ad8\u3081\u3001\u3088\u308a\u5c11\u306a\u304f\u3059\u308b\u305f\u3081\u306e\u9375\u3092\u63e1\u3063\u3066\u3044\u308b\u306e\u3067\u3059 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm%e3%81%ae%e3%82%ab%e3%82%b9%e3%82%bf%e3%83%9e%e3%82%a4%e3%82%ba%e3%81%8c%e3%83%93%e3%82%b8%e3%83%8d%e3%82%b9%e3%81%ab%e6%9c%80%e9%81%a9\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2599\">InvestGlass CRM\u3067\u5fd9\u3057\u3044<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>CRM for FINSA a complete customer relationship management solution ready today FINSA is a company that provides customer relationship management services to many different industries. They have recently launched CRM for FINSA, a CRM solution built specifically for FINSA&#8217;s needs. This blog post will introduce you to their new CRM product and the reasons they needed it in the first place. InvestGlas CRM is customizable and therefore the CRM solution will provide compliance and reporting for FCA, MiFID II, GPPR InvestGlass&#8217;s cloud communications platform covers all 4 layers of \u2018compliance within the transaction\u2019 for FINSA: The transaction created via voice, video, SMS, chat, email.Transaction recorded and stored Search and retrieval [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29601,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35],"class_list":["post-29599","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>CRM for FINSA - A Complete CRM Solution<\/title>\n<meta name=\"description\" content=\"Discover CRM for FINSA, a tailored solution enhancing compliance and reporting across multiple platforms for your business needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/finsa\u306e\u305f\u3081\u306ecrm-\u5b8c\u5168\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM for FINSA: A Complete Customer Relationship Management Solution\" \/>\n<meta property=\"og:description\" content=\"CRM for FINSA a complete customer relationship management solution ready today\" \/>\n<meta property=\"og:url\" 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