{"id":36550,"date":"2023-04-15T20:16:47","date_gmt":"2023-04-15T18:16:47","guid":{"rendered":"https:\/\/www.investglass.com\/?p=36550"},"modified":"2025-03-19T04:42:31","modified_gmt":"2025-03-19T03:42:31","slug":"investglass%e3%81%aecrm%e3%81%a7%e9%8a%80%e8%a1%8c%e6%a5%ad%e5%8b%99%e3%81%ae%e9%a1%a7%e5%ae%a2%e4%bd%93%e9%a8%93%e3%82%92%e5%90%91%e4%b8%8a%e3%81%95%e3%81%9b%e3%82%8b%e5%8c%85%e6%8b%ac%e7%9a%84","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/improve-customer-experience-in-banking-with-crm-a-comprehensive-guide-with-investglass-crm\/","title":{"rendered":"CRM\u3067\u9280\u884c\u696d\u52d9\u306e\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\uff1aInvestGlass CRM\u306b\u3088\u308b\u5305\u62ec\u7684\u30ac\u30a4\u30c9"},"content":{"rendered":"

\u9280\u884c\u696d\u754c\u306f\u3001\u9032\u5316\u3059\u308b\u9867\u5ba2\u306e\u671f\u5f85\u3068\u6280\u8853\u306e\u9032\u6b69\u306b\u5f8c\u62bc\u3057\u3055\u308c\u3001\u6025\u901f\u306a\u30c7\u30b8\u30bf\u30eb\u5909\u9769\u3092\u7d4c\u9a13\u3057\u3066\u3044\u308b\u30022023\u5e74\u306b\u306f, 63%\u306e\u9280\u884c\u304c\u30c7\u30b8\u30bf\u30eb\u30b5\u30fc\u30d3\u30b9\u5f37\u5316\u306e\u305f\u3081\u306b\u30d5\u30a3\u30f3\u30c6\u30c3\u30af\u4f01\u696d\u3068\u5354\u529b<\/a>, 2024\u5e74\u306b\u306f75%\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u308b\u3002 \u3053\u306e\u5909\u5316\u306b\u3088\u308a\u3001\u9280\u884c\u3084\u91d1\u878d\u6a5f\u95a2\u306f\u512a\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306b\u9069\u5fdc\u3057\u3001\u9769\u65b0\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002<\/a><\/p>\n\n\n\n

\u4eca\u65e5\u3001\u9280\u884c\u3084\u91d1\u878d\u6a5f\u95a2\u306f\u512a\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306b\u9069\u5fdc\u3057\u3001\u9769\u65b0\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u3053\u306e\u30d6\u30ed\u30b0\u30dd\u30b9\u30c8\u3067\u306f\u3001\u30b9\u30a4\u30b9\u3092\u62e0\u70b9\u3068\u3059\u308bCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308bInvestGlass\u304c\u3001\u9280\u884c\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u3001\u4fe1\u7528\u7d44\u5408\u306b\u3068\u3063\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u3001\u696d\u52d9\u3092\u52b9\u7387\u5316\u3067\u304d\u308b\u304b\u3092\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n

1.CRM\u306b\u3088\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3068\u8ca1\u52d9\u8a08\u753b<\/strong><\/h2>\n\n\n\n

InvestGlass CRM\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3001\u8cc7\u7523\u7ba1\u7406\u306e\u305f\u3081\u306e\u5f37\u529b\u306a\u30c4\u30fc\u30eb\u7fa4\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002CRM\u3092\u65e2\u5b58\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u8cc7\u7523\u7ba1\u7406\u8005\u306f\u9867\u5ba2\u306e\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3084\u8ca1\u52d9\u76ee\u6a19\u3092\u5168\u4f53\u7684\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9867\u5ba2\u4e00\u4eba\u3072\u3068\u308a\u306b\u5408\u308f\u305b\u305f\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u63d0\u4f9b\u3084\u3001\u9867\u5ba2\u306b\u5408\u308f\u305b\u305f\u6295\u8cc7\u6226\u7565\u306e\u8a2d\u8a08\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n

2.\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u306b\u3088\u308b\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316<\/strong><\/h2>\n\n\n\n

InvestGlass CRM\u306f\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 \u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30c4\u30fc\u30eb\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u8907\u96d1\u306a\u9280\u884c\u53e3\u5ea7\u958b\u8a2d\u3084\u65b0\u898f\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u7c21\u7d20\u5316\u3057\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u3084\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u3088\u308a\u8fc5\u901f\u3067\u52b9\u7387\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u3001\u904b\u7528\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0
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3.\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306b\u3088\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5f37\u5316<\/strong><\/h2>\n\n\n\n

\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u91cd\u8981\u306a\u5074\u9762\u306f\u3001\u9867\u5ba2\u306b\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u76f4\u611f\u7684\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u30d7\u30ec\u30bc\u30f3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3059\u3002InvestGlass CRM\u306f\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u306f\u81ea\u5206\u306e\u8ca1\u52d9\u60c5\u5831\u3001\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u7c21\u5358\u306b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u3068\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30ec\u30d9\u30eb\u306e\u900f\u660e\u6027\u3068\u30a2\u30af\u30bb\u30b9\u306f\u3001\u4fe1\u983c\u3068\u30d6\u30e9\u30f3\u30c9\u30fb\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u80b2\u307f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n

4.\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u305f\u3081\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/strong><\/h2>\n\n\n\n

\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9 CRM\u306f\u9280\u884c\u3092\u53ef\u80fd\u306b\u3059\u308b<\/a> \u3068\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u9867\u5ba2\u3068\u5171\u9cf4\u3059\u308b\u30bf\u30fc\u30b2\u30c3\u30c8\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3068 \u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u81ea\u52d5\u5316\u6a5f\u80fd\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u52b9\u679c\u7684\u306b\u9867\u5ba2\u3092\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3057\u3001\u30ea\u30fc\u30c9\u3092\u80b2\u6210\u3057\u3001\u30d6\u30e9\u30f3\u30c9\u30fb\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u9001\u4fe1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u5408\u7406\u5316\u306b\u5f79\u7acb\u3064\u3060\u3051\u3067\u306a\u304f\u3001\u5f93\u696d\u54e1\u304c\u8cea\u306e\u9ad8\u3044\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30b5\u30fc\u30d3\u30b9\u306e\u63d0\u4f9b\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n

5.\u3042\u3089\u3086\u308b\u91d1\u878d\u6a5f\u95a2\u306e\u305f\u3081\u306e\u512a\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306e\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u6d1e\u5bdf<\/strong><\/h2>\n\n\n\n

\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9 CRM\u306f\u3001\u9280\u884c\u304c\u4ee5\u4e0b\u306e\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u5805\u7262\u306a\u30c7\u30fc\u30bf\u5206\u6790\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/a> \u3084\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30b9\u30af\u3092\u76e3\u8996\u3057\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8ffd\u8de1\u3057\u3001\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u3046\u3057\u305f\u6d1e\u5bdf\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u306f\u9867\u5ba2\u306b\u512a\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u5e02\u5834\u306e\u5909\u5316\u306b\u7a4d\u6975\u7684\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n

6.\u5305\u62ec\u7684\u306a\u7d71\u5408\u306b\u3088\u308b\u307e\u3068\u307e\u308a\u306e\u3042\u308b\u4f53\u9a13<\/strong><\/h2>\n\n\n\n

InvestGlass CRM\u306f\u3001\u69d8\u3005\u306a\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 \u9280\u884c\u304c\u3059\u3079\u3066\u306e\u30c7\u30b8\u30bf\u30eb\u90e8\u9580\u3067\u4e00\u8cab\u3057\u305f\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b<\/a> \u88fd\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u4f01\u696d\u304c\u696d\u52d9\u3092\u5408\u7406\u5316\u3057 \u6642\u9593\u3092\u7bc0\u7d04<\/a> \u540c\u6642\u306b\u3001\u9867\u5ba2\u304c\u4e00\u8cab\u3057\u305f\u9b45\u529b\u7684\u306a\u4f53\u9a13\u3092\u4eab\u53d7\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n

7.\u30b9\u30a4\u30b9\u3092\u62e0\u70b9\u3068\u3059\u308b\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u5411\u3051CRM\u306b\u3088\u308b\u30c7\u30fc\u30bf\u4fdd\u8b77\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc<\/strong><\/h2>\n\n\n\n

InvestGlass CRM\u306f\u30b9\u30a4\u30b9\u3092\u62e0\u70b9\u3068\u3059\u308bCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308b\u305f\u3081\u3001\u7c73\u56fd\u306e\u30af\u30e9\u30a6\u30c9\u6cd5\u306e\u9069\u7528\u3092\u53d7\u3051\u305a\u3001\u30b9\u30a4\u30b9\u306e\u53b3\u683c\u306a\u500b\u4eba\u60c5\u5831\u4fdd\u8b77\u6cd5\u306e\u4e0b\u3067\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u4fdd\u8b77\u3055\u308c\u307e\u3059\u3002\u305d\u306e\u305f\u3081 \u9867\u5ba2\u306b\u5bfe\u3059\u308b\u30c7\u30fc\u30bf\u4fdd\u8b77\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8a3c\u306e\u5f37\u5316<\/a> \u3053\u308c\u306b\u3088\u308a\u3001\u9280\u884c\u3084\u91d1\u878d\u6a5f\u95a2\u306f\u4fe1\u983c\u3068\u5b89\u5fc3\u3092\u3082\u3063\u3066\u696d\u52d9\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n

\"\u30b9\u30a4\u30b9
\u30b9\u30a4\u30b9 \u4e3b\u6a29\u7b2c\u4e00<\/figcaption><\/figure>\n\n\n\n

8.CRM\u306f\u306a\u305c\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u306e\u304b\uff1f<\/h2>\n\n\n\n

\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\uff08CRM\uff09\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u69d8\u3005\u306a\u5074\u9762\u3092\u5408\u7406\u5316\u30fb\u5f37\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u52b9\u7387\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u7d44\u7e54\u5316\u3001\u30c7\u30fc\u30bf\u5206\u6790\u3092\u4fc3\u9032\u3057\u3001\u4f01\u696d\u304c\u9867\u5ba2\u3068\u9577\u671f\u306b\u308f\u305f\u308b\u5f37\u56fa\u306a\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u4ee5\u4e0b\u306f\u305d\u306e\u7406\u7531\u3067\u3059\u3002 CRM\u30b7\u30b9\u30c6\u30e0\u306f\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059<\/a> \u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a<\/p>\n\n\n\n

    \n
  1. \u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7684\u306b\u4fdd\u5b58\u3057\u3001\u4f01\u696d\u304c\u9867\u5ba2\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3001\u5206\u6790\u3001\u6d3b\u7528\u3059\u308b\u3053\u3068\u3092\u5bb9\u6613\u306b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u5404\u9867\u5ba2\u3001\u305d\u306e\u55dc\u597d\u3001\u4f01\u696d\u3068\u306e\u904e\u53bb\u306e\u3084\u308a\u53d6\u308a\u3092\u5305\u62ec\u7684\u306b\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n
  2. \u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/strong>:\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u55dc\u597d\u3001\u30cb\u30fc\u30ba\u3001\u884c\u52d5\u306b\u57fa\u3065\u3044\u3066\u9867\u5ba2\u3092\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u60c5\u5831\u306f\u3001\u4f01\u696d\u304c\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u308a\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u30b5\u30fc\u30d3\u30b9\u3001\u30aa\u30d5\u30a1\u30fc\u3092\u4f5c\u6210\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/li>\n\n\n\n
  3. \u52b9\u7387\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30eb\u30fc\u30c1\u30f3\u30fb\u30bf\u30b9\u30af\u306e\u81ea\u52d5\u5316\u3001\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306e\u8ffd\u8de1\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3078\u306e\u5373\u6642\u30a2\u30af\u30bb\u30b9\u306b\u3088\u308a\u3001\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5408\u7406\u5316\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3084\u8981\u671b\u306b\u8fc5\u901f\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u5bfe\u5fdc\u6642\u9593\u3068\u5168\u4f53\u7684\u306a\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n
  4. \u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u306e\u5411\u4e0a<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306f\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u30c4\u30fc\u30eb\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u4f01\u696d\u306f\u30b5\u30dd\u30fc\u30c8\u30c1\u30b1\u30c3\u30c8\u3092\u8ffd\u8de1\u3057\u3001\u5fdc\u7b54\u6642\u9593\u3092\u76e3\u8996\u3057\u3001\u6539\u5584\u70b9\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30b5\u30dd\u30fc\u30c8\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u6539\u5584, \u4f01\u696d\u306f\u9867\u5ba2\u306e\u554f\u984c\u306b\u8fc5\u901f\u304b\u3064\u52b9\u679c\u7684\u306b\u5bfe\u51e6\u3067\u304d\u308b<\/a>, \u6e80\u8db3\u5ea6\u3068\u5fe0\u8aa0\u5fc3\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308b\u3002.<\/li>\n\n\n\n
  5. \u5171\u540c\u30a2\u30d7\u30ed\u30fc\u30c1<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u793e\u5185\u306e\u3055\u307e\u3056\u307e\u306a\u90e8\u7f72\u304c\u9867\u5ba2\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3001\u5171\u6709\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u74b0\u5883\u3092\u4fc3\u9032\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u69d8\u3005\u306a\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3067\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u9867\u5ba2\u306f\u30d3\u30b8\u30cd\u30b9\u3068\u306e\u65c5\u3092\u901a\u3057\u3066\u4e00\u8cab\u3057\u305f\u8cea\u306e\u9ad8\u3044\u30b5\u30fc\u30d3\u30b9\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n
  6. \u30c7\u30fc\u30bf\u306b\u57fa\u3065\u304f\u610f\u601d\u6c7a\u5b9a<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3001\u30d3\u30b8\u30cd\u30b9\u6226\u7565\u306e\u5f37\u5316\u3001\u6539\u5584\u306e\u6a5f\u4f1a\u306e\u7279\u5b9a\u306b\u4f7f\u7528\u3067\u304d\u308b\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3068\u5206\u6790\u3092\u4f01\u696d\u306b\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30c7\u30fc\u30bf\u4e3b\u5c0e\u578b\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3092\u4e88\u6e2c\u3057\u3001\u5909\u5316\u3059\u308b\u5e02\u5834\u74b0\u5883\u306b\u9069\u5fdc\u3057\u3001\u5353\u8d8a\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n
  7. \u7a4d\u6975\u7684\u306a\u554f\u984c\u89e3\u6c7a<\/strong>:CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u6f5c\u5728\u7684\u306a\u554f\u984c\u304c\u30a8\u30b9\u30ab\u30ec\u30fc\u30c8\u3059\u308b\u524d\u306b\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u4f01\u696d\u306f\u61f8\u5ff5\u4e8b\u9805\u306b\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306b\u5bfe\u51e6\u3057\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u5206\u6790\u3057\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u8fc5\u901f\u306b\u50be\u5411\u3092\u628a\u63e1\u3057\u3001\u554f\u984c\u3092\u89e3\u6c7a\u3057\u3001\u6539\u5584\u3092\u5b9f\u65bd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n<\/ol>\n\n\n\n

    \u8981\u7d04\u3059\u308b\u3068\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u308b\u3002 \u9867\u5ba2\u3092\u6539\u5584\u3059\u308b<\/a> CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u4f01\u696d\u304c\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7ba1\u7406\u3057\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u4f53\u9a13\u3092\u53ef\u80fd\u306b\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5408\u7406\u5316\u3057\u3001\u5354\u8abf\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u4f01\u696d\u304c\u9867\u5ba2\u3068\u5f37\u56fa\u3067\u9577\u671f\u7684\u306a\u95a2\u4fc2\u3092\u7bc9\u304d\u3001\u6700\u7d42\u7684\u306b\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n

    InvestGlass CRM\u306f\u9280\u884c\u3084\u91d1\u878d\u6a5f\u95a2\u304c\u9867\u5ba2\u4f53\u9a13\u3092\u6539\u5584\u3057\u3001\u696d\u52d9\u3092\u5408\u7406\u5316\u3059\u308b\u5305\u62ec\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002InvestGlass CRM\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u306f\u9867\u5ba2\u306b\u512a\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30fc\u30d3\u30b9\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30b8\u30bf\u30eb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u529f\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"

    \u200bThe banking industry is experiencing rapid digital transformation, driven by evolving customer expectations and technological advancements.\u00a0In 2023, 63% of banks collaborated with fintech companies to enhance digital services, a figure projected to reach 75% by 2024.\u00a0\u00a0This shift necessitates that banks and financial institutions adapt and innovate to deliver superior advisory services and improve customer experiences.\u200b Today, banks and financial institutions must adapt and innovate to provide superior advisory services and enhance the customer experience. In this blog post, we’ll explore how InvestGlass, a Swiss-based CRM platform, can help banks, private banks, wealth management firms, and credit unions improve customer satisfaction and streamline their operations. 1. Portfolio Management and Financial Planning […]<\/p>\n","protected":false},"author":1,"featured_media":36551,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[443],"class_list":["post-36550","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-improve-customer-experience-in-banking-with-crm"],"yoast_head":"\nEnhance Banking CX with InvestGlass CRM<\/title>\n<meta name=\"description\" content=\"\u200bThe banking industry is experiencing rapid digital transformation, driven by\" \/>\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\/investglass\u306ecrm\u3067\u9280\u884c\u696d\u52d9\u306e\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u5305\u62ec\u7684\/\" \/>\n<meta property=\"og:locale\" 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