{"id":34707,"date":"2022-09-23T15:29:01","date_gmt":"2022-09-23T13:29:01","guid":{"rendered":"https:\/\/www.investglass.com\/?p=34707"},"modified":"2026-01-10T22:25:27","modified_gmt":"2026-01-10T21:25:27","slug":"%e3%82%a2%e3%83%89%e3%83%90%e3%82%a4%e3%82%b6%e3%83%bc%e3%81%ae%e3%83%86%e3%82%af%e3%83%8e%e3%83%ad%e3%82%b8%e3%83%bc%e3%82%92%e7%b5%b1%e5%90%88%e3%81%99%e3%82%8b%e9%9a%9b%e3%81%ae%e3%83%99%e3%82%b9","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/best-practices-when-integrating-advisor-technology\/","title":{"rendered":"<strong>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u7d71\u5408\u3059\u308b\u969b\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/strong>"},"content":{"rendered":"<p class=\"wp-block-paragraph\">In today&#8217;s financial landscape, technology plays a critical role in enhancing advisor efficiency and client satisfaction. Yet, advisors often struggle with technological fragmentation <strong>57%<\/strong>\u00a0\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u3001\u7570\u306a\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u9593\u306e\u7d71\u5408\u306e\u6b20\u5982\u3092\u3001\u751f\u7523\u6027\u306e\u5927\u304d\u306a\u969c\u58c1\u3068\u3057\u3066\u5831\u544a\u3057\u3066\u3044\u308b\u3002 \u3053\u306e\u3088\u3046\u306a\u8ab2\u984c\u3092\u514b\u670d\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u4f01\u696d\u306f\u3001\u5bb9\u6613\u306b\u7d71\u5408\u3057\u3001\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u512a\u5148\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002. <\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">4.\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u30d3\u30b8\u30cd\u30b9\u306b\u7d71\u5408\u3059\u308b\u969b\u306e\u30d9\u30b9\u30c8\u30fb\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u3064\u3044\u3066\u306e\u6700\u7d42\u7684\u306a\u8003\u3048<\/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\/2022\/08\/ef7hn40wbaq-1024x683.jpg\" alt=\"\u6905\u5b50\u306b\u5ea7\u308b\u4e8c\u4eba\u306e\u5973\u6027\" class=\"wp-image-34413\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ef7hn40wbaq.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-what-is-advisor-technology-and-why-do-you-need-it\">1.\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u306f\u4f55\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u3068\u305d\u306e\u3084\u308a\u53d6\u308a\u3092\u8ffd\u8de1\u3059\u308b\u305f\u3081\u306bCRM\u304c\u5fc5\u8981\u3067\u3059\u3002\u6574\u7406\u6574\u9813\u3055\u308c\u305fCRM\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u6574\u7406\u3055\u308c\u305f\u72b6\u614b\u3092\u7dad\u6301\u3057\u3001\u9867\u5ba2\u306b\u53ef\u80fd\u306a\u9650\u308a\u6700\u9ad8\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002CRM\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u96fb\u8a71\u3001\u4f1a\u8b70\u3001\u30bf\u30b9\u30af\u306e\u8ffd\u8de1\u306e\u3088\u3046\u306a\u591a\u304f\u306e\u3053\u3068\u306b\u4f7f\u7528\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u306b\u306f\u69d8\u3005\u306a\u30bf\u30a4\u30d7\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u304c\u3042\u308b\u3002\u6700\u3082\u30dd\u30d4\u30e5\u30e9\u30fc\u306a\u3082\u306e\u306b\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3001\u9867\u5ba2\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c4\u30fc\u30eb\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306a\u3069\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u307e\u305f\u3001KYC\u30c7\u30fc\u30bf\u3084\u9069\u5408\u6027\u30fb\u59a5\u5f53\u6027\u5206\u6790\u306e\u305f\u3081\u306e\u7279\u5b9a\u306e\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3059\u308b\u5834\u6240\u3067\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-how-to-select-an-investment-advisor-technology\">2.\u6295\u8cc7\u9867\u554f\u6280\u8853\u306e\u9078\u3073\u65b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u306b\u306f\u69d8\u3005\u306a\u30bf\u30a4\u30d7\u306e\u6295\u8cc7\u9867\u554f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u3042\u308b\u3002\u6700\u3082\u30dd\u30d4\u30e5\u30e9\u30fc\u306a\u3082\u306e\u306b\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3001\u9867\u5ba2\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c4\u30fc\u30eb\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306a\u3069\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u306f\u3001\u305d\u308c\u305e\u308c\u72ec\u81ea\u306e\u6a5f\u80fd\u3068\u5229\u70b9\u304c\u3042\u308a\u3001\u3042\u306a\u305f\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u4ed8\u52a0\u4fa1\u5024\u3092\u4e0e\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u306a\u305f\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u9069\u3057\u305f\u6295\u8cc7\u9867\u554f\u30bd\u30d5\u30c8\u3092\u9078\u3076\u306e\u306f\u5927\u5909\u306a\u4f5c\u696d\u3067\u3059\u3002\u5229\u7528\u53ef\u80fd\u306a\u591a\u304f\u306e\u7570\u306a\u308b\u30aa\u30d7\u30b7\u30e7\u30f3\u304c\u3042\u308a\u3001\u305d\u308c\u305e\u308c\u304c\u6a5f\u80fd\u3068\u5229\u70b9\u306e\u72ec\u81ea\u306e\u30e6\u30cb\u30fc\u30af\u306a\u30bb\u30c3\u30c8\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u3042\u306a\u305f\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u9069\u3057\u305f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3044\u304f\u3064\u304b\u306e\u30d2\u30f3\u30c8\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-understand-your-needs\">1.\u30cb\u30fc\u30ba\u3092\u7406\u89e3\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u3076\u305f\u3081\u306e\u7b2c\u4e00\u6b69\u306f\u3001\u304a\u5ba2\u69d8\u306e\u30cb\u30fc\u30ba\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u5fa1\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306f\u4f55\u3067\u3059\u304b\uff1f\u3069\u306e\u3088\u3046\u306a\u9867\u5ba2\u3068\u4ed5\u4e8b\u3092\u3059\u308b\u306e\u304b\uff1f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u5fc5\u8981\u306a\u6a5f\u80fd\u306f\uff1f\u30cb\u30fc\u30ba\u3092\u3088\u308a\u6df1\u304f\u7406\u89e3\u3059\u308c\u3070\u3001\u9078\u629e\u80a2\u3092\u7d5e\u308a\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-compare-different-solutions-for-financial-planning\">2.\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306e\u305f\u3081\u306e\u69d8\u3005\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6bd4\u8f03\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5019\u88dc\u3068\u306a\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u30ea\u30b9\u30c8\u304c\u3067\u304d\u305f\u3089\u3001\u305d\u308c\u3089\u3092\u4e26\u3079\u3066\u6bd4\u8f03\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u305d\u3046\u3059\u308b\u3053\u3068\u3067\u3001\u5404\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u63d0\u4f9b\u3059\u308b\u6a5f\u80fd\u3084\u3001\u81ea\u793e\u306e\u30cb\u30fc\u30ba\u3068\u306e\u6bd4\u8f03\u306b\u3064\u3044\u3066\u7406\u89e3\u3092\u6df1\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u5404\u56fd\u3067\u306f\u3001\u305d\u308c\u305e\u308c\u306e\u30b5\u30d6\u30a2\u30bb\u30c3\u30c8\u30af\u30e9\u30b9\u306b\u30d5\u30a3\u30f3\u30c6\u30c3\u30af\u306e\u5c02\u9580\u5bb6\u304c\u3044\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u305f\u3081\u3001\u3067\u304d\u308b\u3060\u3051\u65e9\u304f\u6bd4\u8f03\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-ask-for-recommendations-to-other-financial-advisors\">3.\u4ed6\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u7d39\u4ecb\u3057\u3066\u3082\u3089\u3046<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u898b\u3064\u3051\u308b\u3082\u3046\u4e00\u3064\u306e\u826f\u3044\u65b9\u6cd5\u306f\u3001\u540c\u696d\u4ed6\u793e\u306b\u63a8\u85a6\u3092\u6c42\u3081\u308b\u3053\u3068\u3067\u3059\u3002\u5f7c\u3089\u306f\u7570\u306a\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u7d4c\u9a13\u304c\u3042\u308a\u3001\u6b63\u3057\u3044\u65b9\u5411\u3092\u793a\u3057\u3066\u304f\u308c\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-trial-different-wealth-management-solutions\">4.\u3055\u307e\u3056\u307e\u306a\u8cc7\u7523\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8a66\u3059<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u5f8c\u306b\u3001\u6c7a\u65ad\u3092\u4e0b\u3059\u524d\u306b\u3055\u307e\u3056\u307e\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8a66\u3059\u3053\u3068\u3092\u6050\u308c\u306a\u3044\u3067\u307b\u3057\u3044\u3002\u591a\u304f\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u7121\u6599\u30c8\u30e9\u30a4\u30a2\u30eb\u3084\u30c7\u30e2\u7248\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u306e\u3067\u3001\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3059\u308b\u524d\u306b\u6a5f\u80fd\u3092\u8a66\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u30c1\u30fc\u30e0\u306f\u3001\u304a\u5ba2\u69d8\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u8981\u4ef6\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5831\u544a\u306b\u3064\u3044\u3066\u559c\u3093\u3067\u3054\u76f8\u8ac7\u306b\u5fdc\u3058\u307e\u3059\u3001, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e5%8c%96%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u4eba\u5de5\u77e5\u80fd\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"327\">\u4eba\u5de5\u77e5\u80fd<\/a> \u30b5\u30dd\u30fc\u30c8...<\/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\/2022\/09\/nbtidofkgo8-1024x683.jpg\" alt=\"\u7b11\u9854\u3067\u63e1\u624b\u3092\u4ea4\u308f\u3059\u4e8c\u4eba\" class=\"wp-image-34694\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-when-selected-what-are-the-integration-best-practices\">3.\u9078\u629e\u3055\u308c\u305f\u5834\u5408 - \u3069\u306e\u3088\u3046\u306a\u7d71\u5408\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u304c\u3042\u308a\u307e\u3059\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u9867\u554f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u30d3\u30b8\u30cd\u30b9\u306b\u7d71\u5408\u3059\u308b\u969b\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u306a\u305f\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u9069\u3057\u305f\u30bf\u30a4\u30d7\u306e\u6295\u8cc7\u9867\u554f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3057\u305f\u3089\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u7d71\u5408\u3059\u308b\u969b\u306b\u3044\u304f\u3064\u304b\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306b\u5f93\u3046\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\uff1a<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-train-your-team\">1.\u30c1\u30fc\u30e0\u3092\u935b\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u6b63\u3057\u3044\u4f7f\u3044\u65b9\u306b\u3064\u3044\u3066\u3001\u30c1\u30fc\u30e0\u3092\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u305d\u3046\u3059\u308b\u3053\u3068\u3067\u3001\u5168\u54e1\u304c\u52b9\u679c\u7684\u306b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u4f7f\u7528\u3057\u3001\u305d\u306e\u6a5f\u80fd\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u8ab0\u3082\u5f93\u308f\u306a\u3044\u3088\u3046\u306a\u4f55\u4e07\u3082\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u542b\u3080\u5927\u898f\u6a21\u306a\u8a08\u753b\u3088\u308a\u3082\u3001\u3059\u3050\u306b\u4f7f\u3048\u308b\u6700\u5c0f\u9650\u306e\u5b9f\u884c\u53ef\u80fd\u88fd\u54c1\u3067\u3042\u308bMVP\u3092\u6301\u3064\u65b9\u304c\u3088\u3044\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-use-it-as-intended-to-create-value-for-investors\">2.\u6295\u8cc7\u5bb6\u306e\u305f\u3081\u306b\u4fa1\u5024\u3092\u5275\u9020\u3059\u308b\u305f\u3081\u306b\u3001\u610f\u56f3\u3057\u305f\u3068\u304a\u308a\u306b\u4f7f\u7528\u3059\u308b\u3002<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u304c\u72af\u3057\u304c\u3061\u306a\u904e\u3061\u306e\u3072\u3068\u3064\u306f\u3001\u65b0\u3057\u3044\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u3001\u305d\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u8a2d\u8a08\u3055\u308c\u3066\u3044\u306a\u3044\u696d\u52d9\u306b\u4f7f\u3063\u3066\u3057\u307e\u3046\u3053\u3068\u3067\u3059\u3002\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u4fa1\u5024\u3092\u6700\u5927\u9650\u306b\u5f15\u304d\u51fa\u3059\u305f\u3081\u306b\u3001\u610f\u56f3\u3057\u305f\u3068\u304a\u308a\u306b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u30bf\u30a4\u30d7\u306e\u6295\u8cc7\u306b\u3082\u67d4\u8edf\u306b\u5bfe\u5fdc\u3057\u3001\u9867\u5ba2\u3068\u8b70\u8ad6\u3059\u308b\u3053\u3068\u304c\u4e88\u60f3\u3055\u308c\u308b\u884c\u52d5\uff08\u6697\u53f7\uff09\u3092\u628a\u63e1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3001, <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%bb%e3%82%a8%e3%82%af%e3%82%a4%e3%83%86%e3%82%a3%e3%83%bb%e3%83%95%e3%82%a1%e3%83%b3%e3%83%89%e7%ae%a1%e7%90%86\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1046\">\u672a\u516c\u958b\u682a\u5f0f<\/a> \u30c7\u30a3\u30fc\u30eb\u3001\u4e0d\u52d5\u7523\u3001DPM\u3001\u6d88\u8cbb\u7fd2\u6163\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u3001\u30bf\u30c3\u30af\u30b9\u30cf\u30fc\u30d9\u30b9\u30c8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u6700\u9069\u5316...<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-the-api\">3.API\u306b\u3064\u3044\u3066<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">API\u306f\u3001\u3042\u306a\u305f\u306e\u30ed\u30dc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30fb\u30c4\u30fc\u30eb\u3001\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u9280\u884c\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u306e\u30d5\u30a3\u30fc\u30c9\u3092\u5b8c\u5168\u306b\u63a5\u7d9a\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3055\u308c\u307e\u3059\u3002\u6700\u65b0\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u3057\u3066\u3001\u3053\u308c\u3089\u306e\u6700\u65b0\u306eAPI\u3092\u53d7\u3051\u53d6\u308b\u3079\u304d\u3067\u3059\u3002InvestGlass\u30c1\u30fc\u30e0\u306f\u4ed6\u306eCRM\u30b7\u30b9\u30c6\u30e0\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u306b\u63a5\u7d9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u304c\u3001\u305d\u308c\u305e\u308c\u306e\u65b0\u3057\u3044\u63a5\u7d9a\u306f\u6f5c\u5728\u7684\u306a\u969c\u5bb3\u70b9\u3067\u3042\u308b\u3053\u3068\u3092\u899a\u3048\u3066\u304a\u3044\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-best-practices-when-integrating-advisor-technology-into-your-business\">4.\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u30d3\u30b8\u30cd\u30b9\u306b\u7d71\u5408\u3059\u308b\u969b\u306e\u30d9\u30b9\u30c8\u30fb\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3082\u3061\u308d\u3093\u3001InvestGlass\u306f\u5b8c\u74a7\u306aCRM\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3057\u307e\u3057\u305f\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e4%ba%ba%e5%b7%a5%e7%9f%a5%e8%83%bd%e3%81%8c%e3%83%9e%e3%83%8d%e3%83%bc%e3%83%ad%e3%83%b3%e3%83%80%e3%83%aa%e3%83%b3%e3%82%b0%e9%98%b2%e6%ad%a2%e3%82%92%e5%a4%89%e3%81%88%e3%82%8b\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2433\">\u4eba\u5de5\u77e5\u80fd<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u77e5\u80fd\u306f\u3001MIFID\u3068FIDLEG LSIN\u306e\u4f5c\u696d\u306b\u304a\u3051\u308b\u30a8\u30e9\u30fc\u3092\u6e1b\u3089\u3059\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u308b\u3002\u4eca\u65e5\u306e\u4e16\u754c\u3067\u306f\u3001\u672c\u5f53\u306b\u7af6\u4e89\u529b\u3092\u6301\u3064\u305f\u3081\u306b\u306fAI\u3092\u5229\u7528\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u4f5c\u6210\u3057\u305f\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u914d\u4fe1\u3084\u3001InvestGlass\u304b\u3089\u69cb\u7bc9\u3067\u304d\u308b\u30ed\u30dc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30d5\u30a9\u30fc\u30e0\u306e\u5171\u6709\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u305f\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u81ea\u5df1\u6c7a\u5b9a\u306e\u305f\u3081\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30ed\u30dc\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-1024x623.png\" alt=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0 InvestGlass\" class=\"wp-image-29062\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-1024x623.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-300x183.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-768x467.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france.png 1500w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0 InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-final-thoughts-on-advisor-technology-and-automations\">5.\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u81ea\u52d5\u5316\u306b\u3064\u3044\u3066\u306e\u6700\u7d42\u7684\u306a\u8003\u3048<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u6750\u4e0d\u8db3\u3068\u30a4\u30f3\u30d5\u30ec\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30b3\u30b9\u30c8\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u3092\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306e\u30ed\u30dc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30d5\u30a1\u30fc\u30e0\u3001\u6700\u65b0\u306e\u91d1\u878d\u6280\u8853\u3067\u3088\u308a\u65e9\u304f\u9069\u5fdc\u3055\u305b\u308b\u3088\u3046\u4fc3\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u6210\u9577\u306b\u96c6\u4e2d\u3057\u307e\u3057\u3087\u3046\uff01InvestGlass\u306e\u65b0\u3057\u3044\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u9867\u554f\u4f1a\u793e\u3092\u81ea\u52d5\u5316\u3057\u307e\u3059\uff01<\/p>","protected":false},"excerpt":{"rendered":"<p>In today&#8217;s financial landscape, technology plays a critical role in enhancing advisor efficiency and client satisfaction. Yet, advisors often struggle with technological fragmentation 57%\u00a0of financial firms report the lack of integration between different software solutions as a major productivity barrier To overcome these challenges, firms must prioritize technologies that easily integrate, streamline operations, and improve client experiences. This article highlights best practices to help advisors choose the right technology solutions and maximize their effectiveness. 1. What is advisor technology and why do you need it 2. How to select an investment advisor technology 3. How to choose the right type of advisor technology for your business 4. Best practices when [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":34708,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[303],"class_list":["post-34707","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-investment-advisor-technology"],"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>Best Practices When Integrating Advisor Technology | InvestGlass<\/title>\n<meta name=\"description\" content=\"In today&#039;s financial landscape, technology plays a critical role in enhancing\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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