{"id":30333,"date":"2021-06-29T06:39:03","date_gmt":"2021-06-29T04:39:03","guid":{"rendered":"https:\/\/www.investglass.com\/?p=30333"},"modified":"2025-03-20T06:21:02","modified_gmt":"2025-03-20T05:21:02","slug":"%e9%8a%80%e8%a1%8c%e6%a5%ad%e7%95%8c%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bcrm%e3%81%ae%e5%b0%8e%e5%85%a5%e6%96%b9%e6%b3%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-is-crm-implemented-in-the-banking-industry\/","title":{"rendered":"\u9280\u884c\u696d\u754c\u3067\u306fCRM\u306f\u3069\u306e\u3088\u3046\u306b\u5c0e\u5165\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u305d\u306e\u9032\u5316 <strong>\u9280\u884c\u696d<\/strong> \u3053\u306e\u8ee2\u63db\u306f\u3001\u5b8c\u5168\u306b\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u304c\u751f\u307f\u51fa\u3059\u30b5\u30dd\u30fc\u30c8\u304b\u3089\u3001\u3088\u308a\u9867\u5ba2\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u6226\u7565\u3078\u306e\u8ee2\u63db\u306b\u898b\u3089\u308c\u308b\u3002\u3053\u306e\u8ee2\u63db\u306e\u6838\u3068\u306a\u308b\u306e\u304c <strong><a href=\"https:\/\/www.investglass.com\/ja\/crm%e3%81%a8clm%e3%81%af%e5%90%8c%e3%81%98%e3%82%82%e3%81%ae%e3%81%8b%ef%bc%9f\/\">\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\uff08CRM\uff09<\/a><\/strong> \u9280\u884c\u696d\u754c\u3067\u306f\u3082\u306f\u3084\u5358\u306a\u308b\u53d6\u5f15\u3067\u306f\u306a\u304f\u3001\u95a2\u4fc2\u3092\u80b2\u307f\u3001\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u306a\u306e\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u696d\u52d9\u306b\u304a\u3051\u308bCRM\u3068\u306f\u3001\u9280\u884c\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3001\u671f\u5f85\u3001\u884c\u52d5\u3092\u512a\u5148\u3059\u308b\u305f\u3081\u306e\u6226\u7565\u7684\u306a\u52d5\u304d\u3067\u3042\u308b\u3002\u305d\u306e\u6838\u5fc3\u306f <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%a9%e3%82%a4%e3%83%99%e3%83%bc%e3%83%88%e3%83%90%e3%83%b3%e3%82%af%e5%90%91%e3%81%91crc\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1270\">\u30d0\u30f3\u30ad\u30f3\u30b0CRM<\/a> \u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u6226\u7565\u306e\u4ea4\u5dee\u70b9\u3068\u3057\u3066\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6539\u5584\u3057\u3001\u58f2\u4e0a\u3092\u4f38\u3070\u3057\u3001\u9280\u884c\u696d\u52d9\u5168\u822c\u306e\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-essence-of-banking-crm-software\"><strong>\u30d0\u30f3\u30ad\u30f3\u30b0CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u672c\u8cea\uff1a<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9f\u65bd&nbsp;<strong>\u9280\u884c\u306b\u304a\u3051\u308bCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/strong>&nbsp;\u306f\u3001\u8ca9\u58f2\u306a\u3069\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u3001, <a class=\"wpil_keyword_link\" 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\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5023\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u52aa\u529b\u3001\u305d\u3057\u3066\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3002\u4f8b\u3048\u3070\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3057\u3066\u3044\u308b\u9280\u884c\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u6210\u679c\u3092\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002&nbsp;<strong>20% \u65b0\u898f\u9867\u5ba2\u306e\u5897\u52a0<\/strong>&nbsp;\u3092\u4fdd\u6301\u3059\u308b\u3002<a href=\"https:\/\/www.lucentasolutions.com\/blog\/benefits-of-crm-in-banking-sector\/\">&nbsp;<strong>\u65e2\u5b58\u54c1\u306e60-70%<\/strong>.&nbsp;&nbsp;<\/a>\u3055\u3089\u306b\u3001CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f&nbsp;<strong><a href=\"https:\/\/toolyt.com\/blog\/banking\/crm-in-banking-sector\/\">\u5404\u9867\u5ba2\u306e360\u5ea6\u30d3\u30e5\u30fc<\/a><\/strong>, \u3053\u308c\u306b\u3088\u308a\u3001\u9280\u884c\u306f\u30b5\u30fc\u30d3\u30b9\u3092\u52b9\u679c\u7684\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002  \u3053\u306e\u5305\u62ec\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u9ad8\u3081\u3001\u53ce\u76ca\u6027\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308b\u3002<a href=\"https:\/\/www.lucentasolutions.com\/blog\/benefits-of-crm-in-banking-sector\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u306a\u4f8b <strong>\u30d0\u30f3\u30ad\u30f3\u30b0CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/strong> \u30b7\u30b9\u30c6\u30e0\u306b\u3088\u3063\u3066\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u4ee5\u4e0b\u306e\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u5b58\u3059\u308b\uff1a<\/strong> \u3053\u308c\u306b\u3088\u308a\u3001\u55b6\u696d\u304b\u3089\u8ca9\u58f2\u306b\u81f3\u308b\u307e\u3067\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u304c\u78ba\u5b9f\u306b\u306a\u308a\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/chatgpt%e3%81%a8%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%b3rpa\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1090\">\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3078\u306e\u30c7\u30a3\u30b9\u30ab\u30c3\u30b7\u30e7\u30f3<\/a> \u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u30c7\u30fc\u30bf\u306b\u88cf\u6253\u3061\u3055\u308c\u3066\u3044\u308b\u3002\u305d\u308c\u306f <strong>\u5b8c\u5168\u306a\u9867\u5ba2\u30d3\u30e5\u30fc<\/strong> \u3053\u308c\u306b\u306f\u3001\u9867\u5ba2\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u8a73\u7d30\u3001\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3001\u30b5\u30fc\u30d3\u30b9\u30c1\u30b1\u30c3\u30c8\u3001\u3055\u3089\u306b\u306f\u884c\u52d5\u50be\u5411\u307e\u3067\u542b\u307e\u308c\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3092\u4e88\u6e2c\u3059\u308b\uff1a<\/strong> \u6700\u65b0\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u9280\u884c\u304c\u9867\u5ba2\u306e\u884c\u52d5\u3092\u4e88\u6e2c\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u306f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u7a4d\u6975\u7684\u306b\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u9867\u5ba2\u306e\u671f\u5f85\u3092\u4e0a\u56de\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 <strong>\u9867\u5ba2\u7dad\u6301<\/strong>.<\/li>\n\n\n\n<li><strong>\u55b6\u696d\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u76f8\u4e57\u52b9\u679c\uff1a<\/strong> <a href=\"https:\/\/www.investglass.com\/ja\/%e7%9f%b3%e6%b2%b9%e3%83%bb%e3%82%ac%e3%82%b9%e7%94%a3%e6%a5%ad%e5%90%91%e3%81%91crm\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"786\">\u9280\u884c\u696d\u754c\u306b\u304a\u3051\u308bCRM<\/a> \u306f\u3001\u55b6\u696d\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3092\u4e00\u4f53\u5316\u3055\u305b\u307e\u3059\u3002\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3084\u30ea\u30fc\u30c9\u306e\u7ba1\u7406\u304b\u3089\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u5b9f\u65bd\u307e\u3067\u3001\u55b6\u696d\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u304c\u4e00\u4f53\u3068\u306a\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002 <strong>CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/strong> \u306f\u3001\u3053\u308c\u3089\u306e\u30d7\u30ed\u30bb\u30b9\u306e\u6709\u52b9\u6027\u3092\u5927\u5e45\u306b\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u6587\u66f8\u7ba1\u7406\uff1a<\/strong> \u9280\u884c\u696d\u52d9\u306b\u306f\u591a\u6570\u306e\u6587\u66f8\u304c\u542b\u307e\u308c\u307e\u3059\u3002CRM\u3084\u6587\u66f8\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u3088\u3046\u306a\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u4f7f\u7528\u3059\u308c\u3070\u3001\u91d1\u878d\u6a5f\u95a2\u3084\u9280\u884c\u7d44\u7e54\u306f\u7c21\u5358\u306b\u3053\u308c\u3089\u306e\u6587\u66f8\u3092\u8ffd\u8de1\u3057\u3001\u7d44\u7e54\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-driving-customer-satisfaction-with-crm\"><strong>CRM\u3067\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u308b\uff1a<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u306e\u3088\u3046\u306a\u9867\u5ba2\u91cd\u8996\u306e\u696d\u754c\u3067\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u304c\u6700\u3082\u91cd\u8981\u3067\u3059\u3002CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306e\u671f\u5f85\u3092\u7406\u89e3\u3057\u3001\u8a73\u7d30\u306a\u60c5\u5831\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 <strong>\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb<\/strong>, \u305d\u3057\u3066\u3001\u305d\u306e\u7406\u89e3\u306b\u57fa\u3065\u3044\u3066\u30b5\u30fc\u30d3\u30b9\u3092\u30ad\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e3%81%ae%e3%83%97%e3%83%a9%e3%83%83%e3%83%88%e3%83%95%e3%82%a9%e3%83%bc%e3%83%a0%e3%82%92%e6%a7%8b%e7%af%89-2\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"980\">\u9280\u884c\u304c\u7c21\u5358\u306b\u4f5c\u6210\u3067\u304d\u308b<\/a> \u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306b\u95a2\u3059\u308b\u30ec\u30dd\u30fc\u30c8\u3001\u9867\u5ba2\u30e1\u30e2\u306e\u8a18\u9332\u3001\u3055\u3089\u306b\u306f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u8ffd\u8de1\u3082\u53ef\u80fd\u3067\u3059\u3002\u3053\u306e\u6d1e\u5bdf\u306b\u3088\u308a\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u65e2\u5b58\u9867\u5ba2\u3068\u6f5c\u5728\u9867\u5ba2\u306e\u4e21\u65b9\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306b\u3001CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u4f7f\u7528\u306f\u3001\u9280\u884c\u304c\u53cd\u5fa9\u7684\u306a\u7ba1\u7406\u696d\u52d9\u3092\u7ba1\u7406\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5e73\u51e1\u306a\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u80b2\u6210\u306b\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u6295\u8cc7\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-leveraging-crm-for-cross-selling-and-retention\"><strong>\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u3068\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306eCRM\u306e\u6d3b\u7528\uff1a<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91cd\u8981\u306a\u3053\u3068\u306e\u3072\u3068\u3064 <a href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%80%81%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e3%81%8c%e3%82%82%e3%81%9f%e3%82%89%e3%81%997%e3%81%a4%e3%81%ae%e3%83%a1%e3%83%aa\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u9280\u884c\u696d\u52d9\u306b\u304a\u3051\u308bCRM\u30b7\u30b9\u30c6\u30e0\u306e\u30e1\u30ea\u30c3\u30c8<\/a> \u90e8\u9580\u306f\u3001\u30ea\u30fc\u30c9\u306e\u7ba1\u7406\u3068\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u80fd\u529b\u3067\u3042\u308b\u3002\u9867\u5ba2\u306e\u884c\u52d5\u3092\u8a73\u7d30\u306b\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u306f\u9867\u5ba2\u306b\u771f\u306b\u95a2\u9023\u3057\u305f\u8ffd\u52a0\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002\u3053\u308c\u306f\u53ce\u76ca\u5275\u51fa\u3060\u3051\u3067\u306a\u304f\u3001\u9577\u671f\u7684\u306a\u95a2\u4fc2\u306e\u91b8\u6210\u306b\u3082\u5f79\u7acb\u3064\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9280\u884c\u306b\u304a\u3051\u308bCRM<\/strong> \u3082\u307e\u305f\u3001\u9867\u5ba2\u7dad\u6301\u306b\u6975\u3081\u3066\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u308b\u3002\u9867\u5ba2\u306e\u884c\u52d5\u3084\u30cb\u30fc\u30ba\u306e\u30cb\u30e5\u30a2\u30f3\u30b9\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u306f\u9867\u5ba2\u304c\u4f55\u3092\u6c42\u3081\u3066\u3044\u308b\u304b\u3092\u4e88\u6e2c\u3057\u3001\u5148\u624b\u3092\u6253\u3063\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\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=\"\u306a\u305c\u5100\u5f0f\u304c\u30cd\u30aa\u30d0\u30f3\u30af\u6210\u529f\u306e\u9375\u306a\u306e\u304b\uff1f\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/r5DgrgbuXq4?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><figcaption class=\"wp-element-caption\">\u306a\u305c\u5100\u5f0f\u304c\u30cd\u30aa\u30d0\u30f3\u30af\u6210\u529f\u306e\u9375\u306a\u306e\u304b\uff1f<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enhancing-crm-implementation-with-investglass\"><strong>InvestGlass\u3067CRM\u5c0e\u5165\u3092\u5f37\u5316\uff1a<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306e\u5834\u5408 <strong>\u91d1\u878d\u30fb\u9280\u884c\u7d44\u7e54<\/strong>, \u3092\u63a1\u7528\u3059\u308b\u3002 <strong>\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/strong> \u306f\u5fc5\u8981\u4e0d\u53ef\u6b20\u3067\u3059\u304c\u3001\u5b9f\u969b\u306e\u8ab2\u984c\u306f\u30b7\u30b9\u30c6\u30e0\u306e\u30bf\u30a4\u30e0\u30ea\u30fc\u3067\u8cea\u7684\u306a\u5c0e\u5165\u306b\u3042\u308a\u307e\u3059\u3002\u306e\u5c02\u9580\u77e5\u8b58\u3092\u6301\u3064InvestGlass\u306e\u30c1\u30fc\u30e0\u306f\u3001\u4ee5\u4e0b\u306e\u8ab2\u984c\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002 <strong>\u30d0\u30f3\u30ad\u30f3\u30b0CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/strong>, 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class=\"wp-block-paragraph\">\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u69cb\u7bc9\u306b\u8cbb\u3084\u3059\u6642\u9593\u306e\u4fa1\u5024\u306f\u8a08\u308a\u77e5\u308c\u307e\u305b\u3093\u3002InvestGlass\u304cCRM\u30b7\u30b9\u30c6\u30e0\u5c0e\u5165\u306b\u719f\u7df4\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u7d44\u7e54\u306f\u6280\u8853\u7684\u306a\u969c\u5bb3\u306b\u5bfe\u51e6\u3059\u308b\u3053\u3068\u3088\u308a\u3082\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u69cb\u7bc9\u3084\u80b2\u6210\u306b\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u5272\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u304b\u3089\u5f97\u3089\u308c\u308b\u5b9f\u7528\u7684\u306a\u6d1e\u5bdf\u306b\u3088\u308a\u3001\u4eca\u5f8c\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u304c\u3088\u308a\u6d17\u7df4\u3055\u308c\u305f\u3082\u306e\u306b\u306a\u308c\u3070\u3001\u9867\u5ba2\u7dad\u6301\u7387\u306e\u5411\u4e0a\u3001\u9577\u671f\u7684\u306a\u95a2\u4fc2\u306e\u80b2\u6210\u3001\u305d\u3057\u3066\u5168\u4f53\u7684\u306a\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306b\u3001CRM\u3092\u9280\u884c\u306eCRM\u306b\u9069\u5fdc\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u6b21\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e3%81%a7%e6%88%90%e5%8a%9f%e3%81%99%e3%82%8b%e3%81%9f%e3%82%81%e3%81%ae5%e3%81%a4%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88crms\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"382\">CRM<\/a> InvestGlass\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304cCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u8fc5\u901f\u306b\u63a1\u7528\u3057\u3001\u7c21\u5358\u306b\u79fb\u884c\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u6226\u7565\u3068\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u5373\u5ea7\u306b\u5f37\u5316\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u6700\u7d42\u7684\u306a\u76ee\u6a19\u306f\u3001\u9280\u884c\u304c\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3044\u3066\u512a\u4f4d\u306b\u7acb\u3064\u305f\u3081\u306b\u5fc5\u8981\u306a\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u3001\u6bd4\u985e\u306e\u306a\u3044\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u57fa\u76e4\u3092\u7bc9\u304f\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-conclusion\"><strong>\u7d50\u8ad6<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u90e8\u9580\u304c\u7d76\u3048\u305a\u9032\u5316\u3059\u308b\u4e2d\u3001\u9867\u5ba2\u4e2d\u5fc3\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u672a\u6765\u3067\u3042\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3060\u3002\u3053\u306e\u672a\u6765\u306b\u9069\u5fdc\u3059\u308b\u305f\u3081\u306b, <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=\"2252\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5c0e\u5165\u3068\u9280\u884c\u696d\u52d9\u5168\u4f53\u3078\u306e\u7d71\u5408<\/a> \u30b7\u30b9\u30c6\u30e0\u306f\u3082\u306f\u3084\u9078\u629e\u80a2\u3067\u306f\u306a\u304f\u3001\u5fc5\u8981\u4e0d\u53ef\u6b20\u306a\u3082\u306e\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u4e00\u6b69\u3092\u8e0f\u307f\u51fa\u3059\u3053\u3068\u3067\u3001\u9280\u884c\u306f\u65e2\u5b58\u9867\u5ba2\u3092\u7dad\u6301\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u65b0\u898f\u9867\u5ba2\u3092\u5f15\u304d\u4ed8\u3051\u7d9a\u3051\u3001\u540c\u6642\u306b\u500b\u3005\u306e\u30cb\u30fc\u30ba\u306b\u5fdc\u3048\u308b\u4e00\u6d41\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u7d42\u7684\u306b\u306f\u3001\u55b6\u696d\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30c7\u30fc\u30bf\u7ba1\u7406\u3001\u652f\u5e97\u3067\u306e\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a\u306a\u3069\u3001CRM\u306e\u7528\u9014\u306f\u591a\u5c90\u306b\u308f\u305f\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e5%90%91%e3%81%91crc\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"426\">\u30d0\u30f3\u30ad\u30f3\u30b0<\/a> \u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u9867\u5ba2\u3068\u3001\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u9280\u884c\u7d44\u7e54\u3068\u306e\u6a4b\u6e21\u3057\u3092\u3059\u308b\u30c4\u30fc\u30eb\u3067\u3042\u308b\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>The evolution of the banking industry can be witnessed in the transformative shift from entirely computer-generated support to more customer-focused strategies. At the core of this shift lies the implementation of Customer Relationship Management (CRM) in the banking sector. It\u2019s no longer about just transactions; it\u2019s about fostering and managing relationships. CRM in banking is the strategic move to prioritize the needs, expectations, and behaviors of banking clients. At its heart, a banking CRM works as the intersection of technology and strategy to improve customer relations, boost sales, and enhance the overall banking experience. The Essence of Banking CRM Software: \u200bImplementing&nbsp;CRM software in banking&nbsp;streamlines business processes such as sales, marketing [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":30334,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[516],"class_list":["post-30333","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-implement-crm-in-a-bank"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How is CRM implemented in the banking industry? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Sales and marketing work better with InvestGlass CRM. 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