{"id":38346,"date":"2023-11-03T20:56:22","date_gmt":"2023-11-03T19:56:22","guid":{"rendered":"https:\/\/www.investglass.com\/?p=38346"},"modified":"2026-04-17T14:07:34","modified_gmt":"2026-04-17T12:07:34","slug":"%e9%87%91%e8%9e%8d%e9%a1%a7%e5%ae%a2%e3%81%a8%e3%81%ae%e3%82%a8%e3%83%b3%e3%82%b2%e3%83%bc%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bclm%e3%81%a8crm%e3%81%ae%e6%af%94","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/clm-vs-crm-in-financial-client-engagement\/","title":{"rendered":"\u91d1\u878d\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308bCLM\u3068CRM\u306e\u6bd4\u8f03"},"content":{"rendered":"

\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u3067\u306f\u3001\u4ee5\u4e0b\u306e\u9055\u3044\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3042\u308b\u3002\u00a0\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\uff08CRM\uff09<\/strong>\u00a0\u305d\u3057\u3066\u00a0\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\uff08CLM\uff09<\/strong>\u00a0\u306f\u3001\u9867\u5ba2\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002\u3069\u3061\u3089\u306e\u30b7\u30b9\u30c6\u30e0\u3082\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u308b\u304c\u3001\u305d\u306e\u6a5f\u80fd\u306f\u7570\u306a\u308b\u3002.\u00a0CRM\u30b7\u30b9\u30c6\u30e0<\/strong>\u00a0\u306f\u3001\u76f8\u4e92\u4f5c\u7528\u306e\u7ba1\u7406\u3068\u95a2\u4fc2\u306e\u7dad\u6301\u306b\u91cd\u70b9\u3092\u7f6e\u304d\u3001\u4e3b\u306b\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u6271\u3046\u3002\u3053\u308c\u306b\u5bfe\u3057\u3066,\u00a0CLM\u30b7\u30b9\u30c6\u30e0<\/strong>\u00a0\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u5168\u4f53\u3092\u76e3\u7763\u3059\u308b\u3001,<\/a> CRM\u3068CLM\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3068\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u7d99\u7d9a\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u307e\u3067\u3001\u91d1\u878d\u898f\u5236\u306e\u9075\u5b88\u3068\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002CRM\u3068CLM\u306e\u4e21\u65b9\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u52b9\u7387\u6027\u306e\u5411\u4e0a\u3001\u9867\u5ba2\u3068\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8fc5\u901f\u5316\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u5f37\u5316\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.\u00a0<\/p>\n\n\n\n

\u306f\u3058\u3081\u306b<\/strong><\/h2>\n\n\n\n

\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u5206\u91ce\u3067\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u8b70\u8ad6\u304c\u3042\u308b\u3002 \u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\uff08CLM\uff09<\/a> \u3068\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\uff08CRM\uff09\u306f\u3001\u5358\u306a\u308b\u982d\u6587\u5b57\u306e\u53d6\u308a\u5408\u3044\u3067\u306f\u306a\u3044\u3002\u3053\u308c\u3089\u306f\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3044\u3066\u72ec\u81ea\u306e\u5f79\u5272\u3092\u679c\u305f\u3059\u5225\u500b\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u3042\u308b\u3002\u91d1\u878d\u6a5f\u95a2\u304c\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u6226\u7565\u3092\u63a1\u7528\u3059\u308b\u4e2d\u3001CRM\u3068CLM\u306e\u7d71\u5408\u306f\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u4e21\u7acb\u3055\u305b\u308b\u5f37\u56fa\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n

CRM\u767a\u8868<\/strong><\/h2>\n\n\n\n

CRM, once an advanced filing cabinet for sales teams, has evolved. While its core goal managing customer relationships remains, its capabilities have broadened. Today’s CRM systems are not just about data organization; they offer complex workflows and automation that cater to a variety of roles, from financial advisors to executives.<\/p>\n\n\n

\n
\"\u30b9\u30a4\u30b9\u306eCRM\"
\u30b9\u30a4\u30b9\u306eCRM<\/figcaption><\/figure>\n<\/div>\n\n\n

CRM\u306e\u65b0\u7a2e<\/strong><\/p>\n\n\n\n

\u73fe\u4ee3\u306e CRM\u30b7\u30b9\u30c6\u30e0\u306f\u30b9\u30a4\u30b9<\/a> \u30a2\u30fc\u30df\u30fc\u30ca\u30a4\u30d5\u306e\u3088\u3046\u306a\u6a5f\u80fd\u6027\u3002\u8a73\u7d30\u306a\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u53d6\u5f15\u5c65\u6b74\u306e\u8ffd\u8de1\u3001\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u304c\u53ef\u80fd\u3060\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u6839\u5e95\u306b\u3042\u308b\u3082\u306e\u3092\u5fd8\u308c\u3066\u306f\u306a\u3089\u306a\u3044\u3001, CRM\u3068\u306f\u3001\u6709\u610f\u7fa9\u306a\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u80b2\u3080\u3053\u3068\u3067\u3042\u308b<\/a>.<\/p>\n\n\n\n

CLM\u3068\u306f\uff1f<\/strong><\/h2>\n\n\n\n

\u5bfe\u7167\u7684\u306b\u3001CLM\u306f\u3088\u308a\u5fae\u5999\u306a\u67a0\u7d44\u307f\u3092\u63d0\u4f9b\u3059\u308b\u3002CLM\u306f\u3001\u898f\u5236\u304c\u53b3\u3057\u304f\u3001\u9867\u5ba2\u306e\u671f\u5f85\u304c\u9ad8\u3044\u91d1\u878d\u90e8\u9580\u3067\u5a01\u529b\u3092\u767a\u63ee\u3059\u308b\u3002CLM\u306f\u3001\u9867\u5ba2\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u304a\u3051\u308b\u3042\u3089\u3086\u308b\u3084\u308a\u53d6\u308a\u3092\u8a55\u4fa1\u3059\u308b\u5305\u62ec\u7684\u306a\u5206\u6790\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n

CLM\u306b\u304a\u3051\u308b\u4e3b\u8981\u6307\u6a19<\/strong><\/h3>\n\n\n\n
    \n
  1. \u30c7\u30a3\u30b9\u30ab\u30d0\u30ea\u30fc<\/strong>:\u30bf\u30fc\u30b2\u30c3\u30c8\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u57fa\u3065\u304f\u521d\u671f\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3002.<\/li>\n\n\n\n
  2. \u6559\u80b2<\/strong>:\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u306b\u5bfe\u3057\u3066\u3001\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u7684\u306a\u89e3\u6c7a\u7b56\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/li>\n\n\n\n
  3. \u8cfc\u5165<\/strong>:\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u88fd\u54c1\u307e\u305f\u306f\u30b5\u30fc\u30d3\u30b9\u9078\u629e\u306e\u6700\u7d42\u6c7a\u5b9a\u3002.<\/li>\n\n\n\n
  4. \u8cfc\u5165\u5f8c<\/strong>:\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u8a55\u4fa1\u306e\u305f\u3081\u306e\u9867\u5ba2\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306e\u53ce\u96c6.<\/li>\n\n\n\n
  5. \u30a2\u30c9\u30dc\u30ab\u30b7\u30fc<\/strong>:\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u3084\u305d\u306e\u4ed6\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u30d6\u30e9\u30f3\u30c9\u30a2\u30f3\u30d0\u30b5\u30c0\u30fc\u306b\u306a\u308b\u3053\u3068\u3002.<\/li>\n<\/ol>\n\n\n\n

    \u30b9\u30da\u30b7\u30e3\u30e9\u30a4\u30ba\u30c9\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/strong><\/h2>\n\n\n\n

    Fenergo\u306e\u3088\u3046\u306a\u4f01\u696d\u306f\u3001\u4ee5\u4e0b\u306e\u70b9\u306b\u512a\u308c\u305fCLM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002 \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30ea\u30b9\u30af\u306e\u7ba1\u7406<\/a> \u5f93\u6765\u306eCRM\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u4e0d\u5341\u5206\u306a\u5206\u91ce\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n

    \u5206\u5c90\u70b9CLM vs CRM<\/strong><\/h2>\n\n\n\n

    \u3069\u3061\u3089\u306e\u30b7\u30b9\u30c6\u30e0\u3082\u76ee\u6307\u3057\u3066\u3044\u308b\u306e\u306f \u9867\u5ba2\u5f37\u5316<\/a> \u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3068\u53ce\u76ca\u6e90\u306f\u3001\u305d\u306e\u7bc4\u56f2\u3068\u80fd\u529b\u306b\u9055\u3044\u304c\u3042\u308b\u3002. CRM\u306f\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306b\u512a\u308c\u3066\u3044\u308b<\/a> \u3057\u304b\u3057\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u7dbf\u5bc6\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u304c\u6b20\u3051\u3066\u3044\u308b\u3002\u4e00\u65b9\u3001CLM\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u8907\u96d1\u306a\u898f\u5236\u306b\u6e96\u62e0\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u308b\u3002 \u53cd\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0<\/a> (AML\uff09\u3068KYC\uff08Know Your Customer\uff09\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n

    CRM\u3068CLM\uff1a\u3088\u308a\u826f\u3044\u95a2\u4fc2\u3092<\/strong><\/h3>\n\n\n\n
      \n
    1. \u52b9\u7387\u30a2\u30c3\u30d7<\/strong>:\u7d71\u5408\u3055\u308c\u305fCRM\u3068CLM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u5408\u7406\u5316\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 \u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9<\/a>.<\/li>\n\n\n\n
    2. \u30af\u30a4\u30c3\u30af\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong>:\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316\u306b\u3088\u308a\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u8fc5\u901f\u5316\u3067\u304d\u308b\u3002.<\/li>\n\n\n\n
    3. \u4eba\u9593\u95a2\u4fc2\u306e\u69cb\u7bc9<\/strong>:\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u306b\u6ce8\u529b\u3002.<\/li>\n<\/ol>\n\n\n\n


      \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30a4\u30f3\u30fb\u30d5\u30a9\u30fc\u30ab\u30b9AML\u3068KYC\u3092CRM\u3068CLM\u3067\u30ca\u30d3\u30b2\u30fc\u30c8\u3059\u308b<\/strong><\/h2>\n\n\n\n

      \u91d1\u878d\u30bb\u30af\u30bf\u30fc\u306b\u304a\u3051\u308b\u30a2\u30f3\u30c1\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\uff08AML\uff09\u3068Know Your Customer\uff08KYC\uff09\u30d7\u30ed\u30c8\u30b3\u30eb\u306e\u7ba1\u7406\u306f\u3001\u975e\u5e38\u306b\u96e3\u3057\u3044\u8ab2\u984c\u3067\u3059\u3002\u5f93\u6765\u306eCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001AML\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306b\u9069\u5408\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u82e5\u5e72\u306e\u6551\u6e08\u7b56\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u53d6\u5f15\u3001\u5bfe\u8a71\u3001\u884c\u52d5\u306b\u95a2\u9023\u3059\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u3002\u3057\u304b\u3057\u3001\u5c02\u9580\u7684\u306aCLM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u305d\u306e\u80fd\u529b\u306f\u5927\u5e45\u306b\u5411\u4e0a\u3059\u308b\u3002.<\/p>\n\n\n

      \n
      \"\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u30bf\u30d6\u30ec\u30c3\u30c8\u3092\u4f7f\u7528\"
      \u30bf\u30d6\u30ec\u30c3\u30c8\u3067InvestGlass\u3092\u4f7f\u3046\u306e\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u65b0\u5e38\u8b58<\/figcaption><\/figure>\n<\/div>\n\n\n

      CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068CLM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5f79\u5272<\/strong><\/h3>\n\n\n\n

      \u3053\u3053\u3067\u3001\u5951\u7d04\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\uff08CLM\uff09\u304c\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059\u3002CRM\u30c7\u30fc\u30bf\u3068\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u5206\u6790\u80fd\u529b\u304c\u7d44\u307f\u5408\u308f\u3055\u3063\u305f\u3068\u304d\u3001\u9867\u5ba2\u306f\u3001\u5951\u7d04\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406(CLM)\u306e\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059\u3053\u3068\u306b\u306a\u308b\u3002 \u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/a>, \u3053\u306e\u7d44\u307f\u5408\u308f\u305b\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u305f\u3081\u306e\u5f37\u529b\u306a\u30c4\u30fc\u30eb\u3068\u306a\u308a\u307e\u3059\u3002\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3084\u8cfc\u8cb7\u5c65\u6b74\u3092\u304d\u3081\u7d30\u304b\u304f\u8ffd\u8de1\u3057\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u5404\u6bb5\u968e\u304cAML\u3084KYC\u306e\u898f\u5236\u306b\u6e96\u62e0\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

      \u9867\u5ba2\u3068\u306e\u4ea4\u6d41\u3068\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u306e\u7ba1\u7406<\/strong><\/h3>\n\n\n\n

      \u9867\u5ba2\u7dad\u6301\u306f\u3001\u7279\u306b\u898f\u5236\u306e\u72b6\u6cc1\u3092\u8003\u616e\u3057\u305f\u5834\u5408\u3001\u6700\u3082\u91cd\u8981\u3067\u3042\u308b\u3002 \u91d1\u878d\u6a5f\u95a2\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u8ab2\u984c\u306b\u53d6\u308a\u7d44\u307e\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002<\/a>. .\u7d71\u5408\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u308a\u3001\u9867\u5ba2\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u52b9\u7387\u7684\u306b\u53ce\u96c6\u3057\u3001\u305d\u306e\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3057\u3066\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u9867\u5ba2\u7dad\u6301\u7387\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u304c\u3088\u308a\u900f\u660e\u5316\u3055\u308c\u3001\u65b0\u305f\u306a\u8ca9\u58f2\u6a5f\u4f1a\u304c\u751f\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n

      \u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316<\/strong><\/h3>\n\n\n\n

      \u3053\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u306f\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u7279\u5b9a\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u3002\u4f8b\u3048\u3070\u3001InvestGlass\u306e\u3088\u3046\u306a\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30c4\u30fc\u30eb\u3092\u4f7f\u3046\u3053\u3068\u3067\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002 \u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u30af\u30e9\u30a6\u30c9\u3067\u306f\u3001\u9867\u5ba2\u884c\u52d5\u3068\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306b\u95a2\u3059\u308b\u6e2c\u5b9a\u53ef\u80fd\u306a\u6307\u6a19\u3092\u63d0\u4f9b\u3059\u308b\u30c7\u30fc\u30bf\u5206\u6790\u3092\u5b9f\u884c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6d1e\u5bdf\u306f\u3001CRM\u3068CLM\u306e\u4e21\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u8cb4\u91cd\u3067\u3042\u308a\u3001\u5168\u4f53\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u6226\u7565\u306b\u8ca2\u732e\u3057\u307e\u3059\u3002.<\/p>\n\n\n

      \n
      \"InvestGlass\u3067\u5927\u91cfE\u30e1\u30fc\u30eb\"
      InvestGlass\u3067\u5927\u91cfE\u30e1\u30fc\u30eb<\/figcaption><\/figure>\n<\/div>\n\n\n

      \u5951\u7d04\u5c65\u884c\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9<\/strong><\/h3>\n\n\n\n

      \u3057\u304b\u3057\u3001CLM\u304c\u4ed6\u3068\u4e00\u7dda\u3092\u753b\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u5951\u7d04\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u5951\u7d04\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306b\u91cd\u70b9\u3092\u7f6e\u304d\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3060\u3051\u3067\u306a\u304f\u6cd5\u898f\u5236\u306e\u9806\u5b88\u3082\u4fdd\u8a3c\u3057\u3066\u3044\u308b\u70b9\u3060\u3002\u5358\u306b\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u3092\u7ba1\u7406\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u6cd5\u7684\u306b\u5065\u5168\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u65b9\u6cd5\u3067\u884c\u3046\u3053\u3068\u304c\u91cd\u8981\u306a\u306e\u3060\u3002.<\/p>\n\n\n\n

      \u3088\u304f\u3042\u308b\u8cea\u554f - CLM\u3068CRM\u3092\u6bd4\u8f03\u3059\u308b<\/strong><\/h2>\n\n\n\n
        \n
      • CRM\u306b\u304a\u3051\u308bCLM\u3068\u306f\uff1f<\/strong>
        CLM\u306f\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u52b9\u7387\u7684\u306a\u30c7\u30fc\u30bf\u7ba1\u7406\u3092\u4fdd\u8a3c\u3059\u308b\u3002.<\/li>\n\n\n\n
      • CRM\u306fCCM\u3084\u5951\u7d04\u7ba1\u7406\u3068\u3069\u3046\u9055\u3046\u306e\u304b\uff1f<\/strong>
        CRM\u306f\u9867\u5ba2\u3068\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\uff08CCM\uff09\u306f\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30b3\u30f3\u30c8\u30e9\u30af\u30c8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306f\u6cd5\u7684\u306a\u5951\u7d04\u3092\u6271\u3046\u3002.<\/li>\n\n\n\n
      • CRM\u3068\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\u306f\u3069\u306e\u3088\u3046\u306b\u7d50\u3073\u3064\u3044\u3066\u3044\u308b\u306e\u304b\uff1f<\/strong>
        CRM\u306fCLM\u30b7\u30b9\u30c6\u30e0\u306b\u30c7\u30fc\u30bf\u3092\u30d5\u30a3\u30fc\u30c9\u3057\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u5305\u62ec\u7684\u306a\u30d3\u30e5\u30fc\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n

        \u7d50\u8ad6 - CLM\u3068CRM\u306e\u305f\u3081\u306bInvestGlass\u3092\u4f7f\u3046\u3053\u3068\u304c\u3067\u304d\u308b<\/strong><\/h3>\n\n\n\n

        \u6700\u7d42\u7684\u306b\u306f\u3001CLM\u5bfeCRM\u306e\u554f\u984c\u3067\u306f\u306a\u3044\u3002\u3053\u308c\u3089\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u3069\u306e\u3088\u3046\u306b\u8abf\u548c\u3055\u305b\u3001\u6700\u521d\u306e\u63a5\u89e6\u304b\u3089\u9577\u671f\u7684\u306a\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306b\u81f3\u308b\u307e\u3067\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092360\u5ea6\u898b\u6e21\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3042\u308b\u3002\u4e21\u65b9\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3092\u628a\u63e1\u3057\u306a\u304c\u3089\u3001\u8ff7\u5bae\u306e\u3088\u3046\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u4e16\u754c\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>","protected":false},"excerpt":{"rendered":"

        In the financial sector, understanding the distinction between\u00a0Customer Relationship Management (CRM)\u00a0and\u00a0Client Lifecycle Management (CLM)\u00a0is crucial for optimizing client engagement. While both systems aim to enhance client relationships, they serve different functions.\u00a0CRM systems\u00a0focus on managing interactions and sustaining relationships, primarily handling customer data and communication. In contrast,\u00a0CLM systems\u00a0oversee the entire client journey, from initial contact through onboarding to ongoing service, ensuring compliance with financial regulations and streamlining processes. Integrating both CRM and CLM can lead to increased efficiency, faster client onboarding, and stronger client relationships.\u00a0 Introduction In the realm of financial services, the debate between Client Lifecycle Management (CLM) and Customer Relationship Management (CRM) isn’t just a battle of acronyms. These […]<\/p>\n","protected":false},"author":1,"featured_media":38347,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[526],"class_list":["post-38346","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-clm-vs-crm"],"yoast_head":"\nCLM Versus CRM: Understanding Their Differences<\/title>\n<meta name=\"description\" content=\"Understand the differences between CLM and CRM, and learn which solution better suits your financial client engagement 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\/\u91d1\u878d\u9867\u5ba2\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308bclm\u3068crm\u306e\u6bd4\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta 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