{"id":35547,"date":"2023-02-17T20:21:27","date_gmt":"2023-02-17T19:21:27","guid":{"rendered":"https:\/\/www.investglass.com\/?p=35547"},"modified":"2026-03-26T17:13:00","modified_gmt":"2026-03-26T16:13:00","slug":"%e3%82%b3%e3%83%bc%e3%83%9d%e3%83%ac%e3%83%bc%e3%83%88%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e3%81%ae%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","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/what-you-need-to-know-about-the-corporate-banking-onboarding-process\/","title":{"rendered":"\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306b\u3064\u3044\u3066\u77e5\u3063\u3066\u304a\u304f\u3079\u304d\u3053\u3068"},"content":{"rendered":"

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\n
\"InvestGlass
InvestGlass – the Swiss Sovereign CRMSwiss CRM<\/figcaption><\/figure>\n<\/div>\n\n\n

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\n
\"\u30c7\u30fc\u30bf\u306e\u5b8c\u5168\u6027\u306e\u30c1\u30a7\u30c3\u30af\"
\u30c7\u30fc\u30bf\u306e\u5b8c\u5168\u6027\u306e\u30c1\u30a7\u30c3\u30af<\/figcaption><\/figure>\n<\/div>\n\n\n

4.\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9<\/h2>\n\n\n\n

\u30a2\u30f3 \u627f\u8a8d\u30d7\u30ed\u30bb\u30b9<\/a> \u306f\u3001\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u3001\u9280\u884c\u304c\u65b0\u898f\u9867\u5ba2\u304b\u3089\u63d0\u4f9b\u3055\u308c\u305f\u60c5\u5831\u3092\u78ba\u8a8d\u3067\u304d\u308b\u3088\u3046\u306b\u30c7\u30b8\u30bf\u30eb\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u65e2\u5b58\u306e\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u30fb\u30d0\u30b9\u30a4\u30f3\u30fb\u30eb\u30fc\u30eb\u306b\u5408\u308f\u305b\u3066\u5b8c\u5168\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u3067\u3042\u308b\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u4e00\u822c\u7684\u306b\u3001\u8eab\u5143\u8abf\u67fb\u3001\u672c\u4eba\u78ba\u8a8d\u3001\u6587\u66f8\u30b9\u30ad\u30e3\u30f3\u3001AI\u30d9\u30fc\u30b9\u306e\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u304c\u884c\u308f\u308c\u3001\u9867\u5ba2\u304c\u6b63\u5f53\u306a\u4e8b\u696d\u4f53\u3067\u3042\u308b\u304b\u3069\u3046\u304b\u304c\u5224\u65ad\u3055\u308c\u308b\u3002\u5168\u30d7\u30ed\u30bb\u30b9\u306f\u96fb\u5b50\u7684\u306b\u884c\u308f\u308c\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u691c\u8a3c\u30d7\u30ed\u30bb\u30b9\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u901f\u3044\u3002.<\/p>\n\n\n\n

\u3053\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u898f\u5236\u9075\u5b88\u306e\u305f\u3081\u306b\u5229\u7528\u3055\u308c\u3001\u9280\u884c\u304c\u65b0\u898f\u9867\u5ba2\u3092\u52b9\u679c\u7684\u306b\u53d6\u308a\u8fbc\u3080\u306e\u306b\u5f79\u7acb\u3063\u3066\u3044\u308b\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306f\u9867\u5ba2\u306b\u3068\u3063\u3066\u3082\u6709\u76ca\u3067\u3001\u308f\u305a\u304b\u6570\u30b9\u30c6\u30c3\u30d7\u3067\u8fc5\u901f\u306b\u6cd5\u4eba\u9280\u884c\u53e3\u5ea7\u3092\u958b\u8a2d\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n

\u8981\u3059\u308b\u306b\u3060\u3001, \u30c7\u30b8\u30bf\u30eb\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u3042\u308a\u65b9\u3092\u5909\u3048\u3064\u3064\u3042\u308b\u3002<\/a> \u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u5b9f\u65bd\u3055\u308c\u3066\u3044\u308b\u3002\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u3001\u5229\u4fbf\u6027\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306f\u4f01\u696d\u306e\u9280\u884c\u53e3\u5ea7\u958b\u8a2d\u3092\u5bb9\u6613\u306b\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n

\u30c7\u30b8\u30bf\u30eb\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u5229\u7528\u306f\u6cd5\u4eba\u9867\u5ba2\u5206\u91ce\u3067\u306f\u975e\u5e38\u306b\u8cb4\u91cd\u3067\u3042\u308a\u3001\u9867\u5ba2\u3068\u9280\u884c\u304c\u624b\u9593\u306a\u304f\u8fc5\u901f\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u5b8c\u4e86\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002\u305d\u306e\u305f\u3081\u3001\u3053\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u4eca\u5f8c\u3082\u307e\u3059\u307e\u3059\u6d3b\u7528\u3055\u308c\u3066\u3044\u304f\u3060\u308d\u3046\u3002 \u9280\u884c\u306e\u30c7\u30b8\u30bf\u30eb\u5316<\/a> \u5909\u8eab\u3059\u308b\u3002.<\/p>\n\n\n\n

\u30c7\u30fc\u30bf\u306e\u5b8c\u5168\u6027\u3001\u9867\u5ba2\u306e\u5229\u4fbf\u6027\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u7126\u70b9\u3067\u3042\u308a\u7d9a\u3051\u308b\u305f\u3081\u3001\u4f01\u696d\u306f\u30c7\u30b8\u30bf\u30eb\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u3082\u305f\u3089\u3059\u5229\u70b9\u3092\u8a8d\u8b58\u3057\u3066\u304a\u304f\u5fc5\u8981\u304c\u3042\u308b\u3002\u30c7\u30b8\u30bf\u30eb\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u3082\u305f\u3089\u3059\u30e1\u30ea\u30c3\u30c8\u3092\u4f01\u696d\u306f\u8a8d\u8b58\u3059\u3079\u304d\u3067\u3059\u3001, \u9280\u884c\u3068\u9867\u5ba2\u306f\u6210\u529f\u3059\u308b<\/a> \u6700\u5c0f\u9650\u306e\u52b4\u529b\u3067\u3001\u7d20\u65e9\u304f\u6cd5\u4eba\u9280\u884c\u53e3\u5ea7\u3092\u958b\u8a2d\u3067\u304d\u308b\u3002.<\/p>\n\n\n

\n
\"InvestGlass-\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30b7\u30b9\u30c6\u30e0\"
InvestGlass Compliance System<\/figcaption><\/figure>\n<\/div>\n\n\n

5.\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5f8c\u3001\u30aa\u30d5\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u30ea\u30e1\u30c7\u30a3\u30a8\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3046\u3002<\/h2>\n\n\n\n

\u9280\u884c\u306b\u306f\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u304c\u3042\u308a\u3001\u305d\u308c\u306f\u73fe\u5728\u306e\u6b27\u5dde\u3084\u30a2\u30d5\u30ea\u30ab\u3067\u306e\u6226\u4e89\u306e\u3088\u3046\u306a\u653f\u6cbb\u7684\u7dca\u5f35\u306b\u3088\u3063\u3066\u5909\u5316\u3059\u308b\u3053\u3068\u304c\u3042\u308b\u3002\u5168\u4f53\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u30ea\u30b9\u30af\u306b\u57fa\u3065\u3044\u3066\u5909\u5316\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n

\u540c\u3058\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3001\u5171\u540c\u9867\u5ba2\u306e\u30c7\u30fc\u30bf\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c7\u30fc\u30bf\u53ce\u96c6\u306b\u5341\u5206\u306a\u4eba\u54e1\u304c\u3044\u306a\u3044\u5834\u5408\u306f\u3001InvestGlass\u306e\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30dd\u30fc\u30bf\u30eb\u3092\u4f7f\u7528\u3057\u3066\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u73fe\u5730\u306e\u898f\u5236\u304c\u9075\u5b88\u3055\u308c\u3066\u3044\u306a\u3044\u5834\u5408\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u30c4\u30fc\u30eb\u306b\u30d7\u30c3\u30b7\u30e5\u3059\u308b\u3053\u3068\u3067\u3001\u6cd5\u4eba\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u505c\u6b62\u3057\u305f\u308a\u3001\u30aa\u30d5\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u3002\u30d3\u30b8\u30cd\u30b9\u30eb\u30fc\u30eb\u306fInvestGlass\u81ea\u52d5\u5316\u30c4\u30fc\u30eb\u306b\u5b8c\u5168\u306b\u30d5\u30ec\u30ad\u30b7\u30d6\u30eb\u306b\u7d44\u307f\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

InvestGlass\u306e\u81ea\u52d5\u5316\u306f\u6a5f\u68b0\u5b66\u7fd2\u3092\u4f7f\u3063\u3066\u6cd5\u4eba\u9867\u5ba2\u306e\u8ca1\u52d9\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306e\u5909\u5316\u3092\u8b58\u5225\u3057\u307e\u3059\u3002\u3082\u3057\u9038\u8131\u304c\u3042\u308c\u3070\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u90e8\u9580\u306b\u8b66\u544a\u3092\u767a\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u5f8c\u3082\u3059\u3079\u3066\u306e\u898f\u5236\u304c\u5c0a\u91cd\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306bKYC\u6539\u5584\u30d7\u30ed\u30bb\u30b9\u3092\u5b9f\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

\u30c7\u30b8\u30bf\u30eb\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u304b\u3064\u3066\u306a\u3044\u307b\u3069\u30b7\u30f3\u30d7\u30eb\u304b\u3064\u8fc5\u901f\u306b\u3057\u307e\u3057\u305f\u3002\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u78ba\u8a8d\u30c4\u30fc\u30eb\u3001\u5f37\u5316\u3055\u308c\u305f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u3001\u6cd5\u4eba\u9280\u884c\u53e3\u5ea7\u3092\u8fc5\u901f\u306b\u958b\u8a2d\u3059\u308b\u305f\u3081\u306e\u5408\u7406\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30c7\u30fc\u30bf\u6574\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3001\u30aa\u30d5\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3001KYC\u6539\u5584\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u9280\u884c\u304c\u898f\u5236\u3092\u9075\u5b88\u3057\u3001\u9867\u5ba2\u306b\u53ef\u80fd\u306a\u9650\u308a\u6700\u9ad8\u306e\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n

InvestGlass\u306f\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u6700\u9069\u306a\u30c4\u30fc\u30eb\u3067\u3042\u308a\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u5408\u7406\u7684\u306a\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u9867\u5ba2\u78ba\u8a8d\u30d7\u30ed\u30bb\u30b9\u3001\u5f37\u5316\u3055\u308c\u305f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u3001\u30c7\u30fc\u30bf\u6574\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3001\u30aa\u30d5\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3001KYC\u4fee\u5fa9\u30d7\u30ed\u30bb\u30b9\u306b\u3088\u308a\u3001InvestGlass\u306f\u9280\u884c\u304c\u898f\u5236\u3092\u9075\u5b88\u3057\u306a\u304c\u3089\u3001\u9867\u5ba2\u306b\u7c21\u5358\u3067\u5b89\u5168\u306a\u65b9\u6cd5\u3067\u6cd5\u4eba\u9280\u884c\u53e3\u5ea7\u3092\u8fc5\u901f\u306b\u958b\u8a2d\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3057\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u529b\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001InvestGlass\u306f\u4f01\u696d\u304c\u8fc5\u901f\u3067\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u3092\u304b\u3064\u3066\u306a\u3044\u307b\u3069\u5bb9\u6613\u306b\u3057\u307e\u3059\u3002\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u30b7\u30f3\u30d7\u30eb\u3067\u5f37\u529b\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u304a\u63a2\u3057\u306a\u3089\u3001InvestGlass\u3092\u304a\u3044\u3066\u4ed6\u306b\u3042\u308a\u307e\u305b\u3093\uff01<\/p>","protected":false},"excerpt":{"rendered":"

Gone are the days of lengthy onboarding processes for corporate banking customers. Today, banks are striving to provide a seamless and efficient customer experience when it comes to setting up their accounts. For businesses looking to open a corporate bank account, this means that the process can be completed quickly and easily with minimal paperwork or delays. But what does this mean for banks? How can they ensure that their onboarding processes meet customer expectations while still meeting all compliance requirements? In this blog post, we\u2019ll explore how modern technology is transforming the traditional corporate banking onboarding process. We\u2019ll look at why digital solutions are becoming increasingly popular among business […]<\/p>\n","protected":false},"author":1,"featured_media":35548,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[389],"class_list":["post-35547","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-corporate-banking-onboarding-process"],"yoast_head":"\nCorporate Banking Onboarding: A Completed Guide<\/title>\n<meta name=\"description\" content=\"Discover how to streamline corporate banking onboarding with key steps for a smooth and efficient process.\" \/>\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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