{"id":39949,"date":"2024-04-20T15:00:57","date_gmt":"2024-04-20T13:00:57","guid":{"rendered":"https:\/\/www.investglass.com\/?p=39949"},"modified":"2026-03-10T14:33:51","modified_gmt":"2026-03-10T13:33:51","slug":"ai%e3%82%92%e6%b4%bb%e7%94%a8%e3%81%97%e3%81%9fcro%e3%81%a8%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ae","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/introducing-ai-powered-crm-and-portfolio-management\/","title":{"rendered":"AI\u3092\u6d3b\u7528\u3057\u305fCRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306e\u5c0e\u5165"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-investglass-unveils-a-groundbreaking-solution-for-sales\">InvestGlass\u3001\u753b\u671f\u7684\u306a\u55b6\u696d\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u767a\u8868<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">nvestGlass\u306e\u6700\u65b0\u306e\u6280\u8853\u9769\u65b0\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u70b9\u3092\u6d3b\u7528\u3057\u3066\u3044\u308b\u3002&nbsp;<strong>AI\u4e3b\u5c0e\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc<\/strong>&nbsp;\u55b6\u696d\u30c1\u30fc\u30e0\u3068\u8ca1\u52d9\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u3092\u5f37\u5316\u3059\u308b\u3002\u7d71\u5408\u306b\u3088\u308a&nbsp;<strong>\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/strong>&nbsp;\u305d\u3057\u3066&nbsp;<strong>\u30c7\u30fc\u30bf\u5206\u6790<\/strong>, \u3053\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u55b6\u696d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6700\u9069\u5316\u3057\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u3001\u610f\u601d\u6c7a\u5b9a\u30d7\u30ed\u30bb\u30b9\u3092\u6539\u5584\u3057\u307e\u3059\u3002\u7279\u7b46\u3059\u3079\u304d\u306f,&nbsp;<strong>\u30b8\u30a7\u30cd\u30ec\u30fc\u30c6\u30a3\u30d6AI\u3092\u5c0e\u5165\u3057\u3066\u3044\u308b\u4f01\u696d\u306e74%<\/strong>&nbsp;\u306f\u6700\u521d\u306e1\u5e74\u3067\u6295\u8cc7\u3092\u56de\u53ce\u3057\u3066\u3044\u308b\u3002&nbsp;<strong>\u53ce\u76ca\u306e\u4f38\u3073\u3092\u5831\u544a\u3059\u308b86%<\/strong>&nbsp;\u30dd\u30b9\u30c8AI\u63a1\u7528(<a href=\"https:\/\/markettimes.vn\/ung-dung-ai-giup-74-doanh-nghiep-thu-hoi-von-ngay-trong-nam-dau-tien-66605.html?utm_source=chatgpt.com\">\u30de\u30fc\u30b1\u30c3\u30c8\u30bf\u30a4\u30e0\u30ba<\/a>). <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306b,&nbsp;<strong>CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5229\u7528\u3057\u3066\u3044\u308b\u4f01\u696d<\/strong>&nbsp;\u3092\u898b\u305f\u3053\u3068\u304c\u3042\u308b\u3002&nbsp;<strong>\u30ea\u30fc\u30c9\u8ee2\u63db\u7387\u304c17%\u5897\u52a0<\/strong>, a&nbsp;<strong>16%\u306e\u9867\u5ba2\u7dad\u6301\u7387\u306e\u5411\u4e0a<\/strong>, \u305d\u3057\u3066&nbsp;<strong>21% \u4ee3\u7406\u5e97\u306e\u751f\u7523\u6027\u5411\u4e0a<\/strong>&nbsp;(\u30de\u30fc\u30c6\u30c3\u30af\uff09\u3002\u3068&nbsp;<strong>\u30b7\u30fc\u30e0\u30ec\u30b9\u306aCRM\u7d71\u5408<\/strong>&nbsp;\u305d\u3057\u3066&nbsp;<strong>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30fb\u30c7\u30fc\u30bf\u30fb\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3<\/strong>, InvestGlass\u306f\u3001\u4f01\u696d\u304c\u4ee5\u4e0b\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002&nbsp;<strong>\u4e88\u6e2c\u5206\u6790<\/strong>&nbsp;\u6bd4\u985e\u306a\u3044\u6210\u9577\u3068\u52b9\u7387\u306e\u305f\u3081\u306b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-open-immersive-reader\"><strong>\u30aa\u30fc\u30d7\u30f3\u30fb\u30a4\u30de\u30fc\u30b7\u30d6\u30fb\u30ea\u30fc\u30c0\u30fc<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e16\u754c\u4e2d\u306eInvestGlass\u30d5\u30a1\u30f3\u3068\u55b6\u696d\u62c5\u5f53\u8005\u306b\u30a8\u30ad\u30b5\u30a4\u30c6\u30a3\u30f3\u30b0\u306a\u30cb\u30e5\u30fc\u30b9\u3067\u3059\uff01InvestGlass\u306f\u9769\u65b0\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u5805\u7262\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u77e5\u3089\u308c <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5021\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/a>, InvestGlass\u306f\u4eca\u3001\u5927\u304d\u306a\u98db\u8e8d\u3092\u9042\u3052\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/ja\/%e7%84%a1%e6%96%99%e3%81%a7%e5%a7%8b%e3%82%81%e3%82%8b\/\"><strong>\u79c1\u305f\u3061\u304c\u3069\u306e\u3088\u3046\u306b\u4f5c\u3063\u305f\u304b\u3001\u3042\u308b\u3044\u306f\u4eca\u3059\u3050\u8a66\u3057\u3066\u307f\u3066\u304f\u3060\u3055\u3044\uff01<\/strong><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-transforming-financial-data-into-conversational-knowledge\">\u8ca1\u52d9\u30c7\u30fc\u30bf\u3092\u4f1a\u8a71\u306e\u77e5\u8b58\u306b\u5909\u3048\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306eAI\u3067\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u9769\u547d\u3092\u8d77\u3053\u3059\uff1a\u9867\u5ba2\u3068\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u5353\u8d8a\u6027\u5f37\u5316\u306b\u5411\u3051\u305f\u30d1\u30e9\u30c0\u30a4\u30e0\u30b7\u30d5\u30c8<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u753b\u671f\u7684\u306aAI\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3Copilot\u3068Mistral\u3067\u91d1\u878d\u696d\u754c\u306e\u672a\u6765\u3092\u958b\u62d3\u3057\u3066\u304a\u308a\u3001\u975e\u69cb\u9020\u5316\u91d1\u878d\u30c7\u30fc\u30bf\u3092\u304b\u3051\u304c\u3048\u306e\u306a\u3044\u4f1a\u8a71\u578b\u306e\u77e5\u8b58\u3068\u5b9f\u7528\u7684\u306a\u6d1e\u5bdf\u306b\u5909\u63db\u3059\u308b\u3088\u3046\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u9ad8\u5ea6\u306a\u4eba\u5de5\u77e5\u80fd\u3092\u7d71\u5408\u3059\u308b\u6700\u524d\u7dda\u306b\u3042\u308b\u3002 <a class=\"wpil_keyword_link\" title=\"\u30c1\u30e3\u30c3\u30c8GPT\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"1409\" 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\">\u30c1\u30e3\u30c3\u30c8GPT<\/a>, \u9280\u884c\u54e1\u3084\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306b\u7279\u5225\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u3001\u9280\u884c\u90e8\u9580\u306b\u304a\u3051\u308b\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u518d\u5b9a\u7fa9\u3057\u307e\u3059\u3002\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u63d0\u4f9b\u3001\u30eb\u30fc\u30c1\u30f3\u30fb\u30bf\u30b9\u30af\u306e\u81ea\u52d5\u5316\u3001\u53e3\u5ea7\u7ba1\u7406\u304b\u3089\u878d\u8cc7\u51e6\u7406\u306b\u81f3\u308b\u307e\u3067\u3001\u9280\u884c\u696d\u52d9\u306b\u304a\u3051\u308b\u5341\u5206\u306a\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u306e\u4fc3\u9032\u306b\u5f79\u7acb\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u306e\u9818\u57df\u3067\u306f <a data-wpil-monitor-id=\"3389\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%aa%e3%82%b9%e3%82%af%e7%ae%a1%e7%90%86%e3%81%ae%e5%90%88%e7%90%86%e5%8c%96-2024%e5%b9%b4%e3%82%b3%e3%83%b3%e3%83%97%e3%83%a9%e3%82%a4%e3%82%a2%e3%83%b3%e3%82%b9%e8%87%aa%e5%8b%95%e7%9b%a3\/\" target=\"_blank\" rel=\"noopener\">\u30ea\u30b9\u30af\u7ba1\u7406<\/a>, Copilot\u3068Mistral\u306f\u3001\u9ad8\u5ea6\u306a\u30c7\u30fc\u30bf\u5206\u6790\u3092\u901a\u3058\u3066\u6f5c\u5728\u7684\u306a\u30ea\u30b9\u30af\u3092\u7279\u5b9a\u3057\u3001\u8efd\u6e1b\u3059\u308b\u6bd4\u985e\u306e\u306a\u3044\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u53d6\u5f15\u30c7\u30fc\u30bf\u3092\u7dbf\u5bc6\u306b\u5206\u6790\u3057\u3066\u7591\u308f\u3057\u3044\u53d6\u5f15\u3092\u7279\u5b9a\u3057\u3001\u4e0d\u6b63\u884c\u70ba\u304b\u3089\u53e3\u5ea7\u6b8b\u9ad8\u3068\u8ca1\u52d9\u8af8\u8868\u3092\u4fdd\u8b77\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u306e\u4e0d\u6b63\u691c\u77e5\u3092\u652f\u63f4\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> \u3055\u3089\u306b\u3001\u91d1\u878d\u6a5f\u95a2\u306b\u5305\u62ec\u7684\u306a\u8ca1\u52d9\u5206\u6790\u306e\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u306b\u304a\u3051\u308b\u7a4d\u6975\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u53ef\u80fd\u306b\u3059\u308b\u3001, <a data-wpil-monitor-id=\"1942\" href=\"https:\/\/www.investglass.com\/ja\/%e4%bd%8f%e5%ae%85%e5%b8%82%e5%a0%b4%e5%88%86%e6%9e%90%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bai%e3%81%ae%e6%b4%bb%e7%94%a8-%e4%bd%8f%e5%ae%85%e5%b8%82%e5%a0%b4%e5%88%86%e6%9e%90%e3%81%ab%e3%81%8a\/\" target=\"_blank\" rel=\"noopener\">\u5e02\u5834\u5206\u6790<\/a>, \u307e\u305f\u3001\u500b\u4eba\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3084\u8ca1\u52d9\u76ee\u6a19\u306b\u5bfe\u5fdc\u3057\u305f\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3082\u884c\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-embeds-compliance-into-chatgpt-for-banker\">InvestGlass\u3001\u30d0\u30f3\u30ab\u30fc\u5411\u3051chatgpt\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7d44\u307f\u8fbc\u3080<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306eAI\u6280\u8853\u306f\u696d\u52d9\u52b9\u7387\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u3001\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u81ea\u52d5\u5316\u3059\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e8%a6%8f%e5%88%b6%e9%81%b5%e5%ae%88%e3%82%92%e3%81%a9%e3%81%ae%e3%82%88%e3%81%86%e3%81%ab%e5%85%8b%e6%9c%8d%e3%81%99%e3%82%8b%e3%81%8b\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"3390\">\u898f\u5236\u9075\u5b88<\/a> \u306e\u30bf\u30b9\u30af\u3092\u5b9f\u884c\u3059\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u898f\u5236\u8981\u4ef6\u306e\u9075\u5b88\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u4ee5\u4e0b\u306e\u696d\u52d9\u304c\u6700\u9069\u5316\u3055\u308c\u308b\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e5%96%b6%e6%a5%ad%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"3386\">\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9<\/a>, \u4fe1\u7528\u30b9\u30b3\u30a2\u306e\u8a55\u4fa1\u304b\u3089\u30ed\u30fc\u30f3\u306e\u627f\u8a8d\u307e\u3067\u3002\u6a5f\u68b0\u5b66\u7fd2\u3068\u81ea\u7136\u8a00\u8a9e\u51e6\u7406\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u3089\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u591a\u8a00\u8a9e\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u3001AI\u4e3b\u5c0e\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u751f\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u91d1\u878d\u6559\u80b2\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u3001\u6700\u7d42\u7684\u306b\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u80b2\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-portfolio-computer-1024x623.png\" alt=\"InvestGlass\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\" class=\"wp-image-32727\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-portfolio-computer-1024x623.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-portfolio-computer-300x183.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-portfolio-computer-768x467.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-portfolio-computer.png 1500w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u9ad8\u5ea6\u306a\u6280\u8853\u3092\u7d71\u5408\u3059\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e5%96%b6%e6%a5%ad%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e7%94%9f%e6%88%90%e7%9a%84ai%e3%81%ae%e9%87%8d%e8%a6%81%e6%80%a7\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"3388\">AI\u3068\u30b8\u30a7\u30cd\u30ec\u30a4\u30c6\u30a3\u30d6<\/a> \u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b5\u30fc\u30d3\u30b9\u3078\u306eAI\u6280\u8853\u306e\u5c0e\u5165\u306f\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u696d\u52d9\u306b\u3068\u3069\u307e\u3089\u305a\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u5f79\u5272\u306b\u3082\u53ca\u3093\u3067\u3044\u308b\u3002\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3092\u81ea\u52d5\u5316\u3057\u3001\u6295\u8cc7\u6226\u7565\u3084\u9000\u8077\u5f8c\u306e\u751f\u6d3b\u8a2d\u8a08\u306b\u95a2\u3059\u308b\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001InvestGlass\u306f\u3042\u3089\u3086\u308b\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306e\u30cb\u30fc\u30ba\u306b\u7684\u78ba\u304b\u3064\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u5f62\u3067\u5fdc\u3048\u3089\u308c\u308b\u3088\u3046\u306b\u3057\u3066\u3044\u308b\u3002\u9ad8\u5ea6\u306aAI\u8a00\u8a9e\u30e2\u30c7\u30eb\u3092\u642d\u8f09\u3057\u305f\u30d0\u30fc\u30c1\u30e3\u30eb\u30fb\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8\u306f\u3001\u50b5\u52d9\u7ba1\u7406\u304b\u3089\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30ea\u30c6\u30e9\u30b7\u30fc\u307e\u3067\u3001\u9867\u5ba2\u306e\u5e45\u5e83\u3044\u554f\u3044\u5408\u308f\u305b\u306b\u5bfe\u5fdc\u3059\u308b\u6a5f\u80fd\u3092\u5099\u3048\u3066\u304a\u308a\u3001\u9867\u5ba2\u306e\u7dad\u6301\u3068\u4fe1\u983c\u306e\u69cb\u7bc9\u306b\u3064\u306a\u304c\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30d0\u30f3\u30ad\u30f3\u30b0\u4f53\u9a13\u3092\u4fdd\u8a3c\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001Copilot\u3068Mistral\u306e\u5909\u9769\u306e\u53ef\u80fd\u6027\u3092\u63a2\u308b\u305f\u3081\u3001\u65b0\u8208\u6280\u8853\u611b\u597d\u5bb6\u304b\u3089\u9280\u884c\u696d\u52d9\u3068\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a\u3092\u76ee\u6307\u3059\u91d1\u878d\u6a5f\u95a2\u307e\u3067\u3001\u91d1\u878d\u696d\u754c\u306e\u3059\u3079\u3066\u306e\u95a2\u4fc2\u8005\u3092\u62db\u5f85\u3057\u307e\u3059\u3002\u8a73\u7d30\u306a\u30a6\u30a7\u30d3\u30ca\u30fc\u3084\u76f4\u63a5\u30c8\u30e9\u30a4\u30a2\u30eb\u3092\u901a\u3058\u3066\u3001\u3053\u308c\u3089\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3001\u696d\u52d9\u52b9\u7387\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u9769\u65b0\u3078\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3069\u306e\u3088\u3046\u306a\u9769\u547d\u3092\u3082\u305f\u3089\u3057\u3001InvestGlass\u304c\u6025\u901f\u306b\u9032\u5316\u3059\u308b\u91d1\u878d\u696d\u754c\u306b\u304a\u3044\u3066\u5353\u8d8a\u6027\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306e\u91cd\u8981\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u306a\u308b\u304b\u3092\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-experience-the-future-of-customer-experience-in-sales-today\">\u55b6\u696d\u306b\u304a\u3051\u308b\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u672a\u6765\u3092\u4f53\u9a13\u3057\u3088\u3046<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u3059\u3079\u3066\u306e\u30e6\u30fc\u30b6\u30fc\u3068\u6f5c\u5728\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u62db\u5f85\u3057\u3001\u65b0\u3057\u3044AI\u3092\u642d\u8f09\u3057\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u6a5f\u80fd\u3092\u63a2\u308a\u307e\u3059\u3002InvestGlass\u306f\u3001\u4eca\u3059\u3050\u8a66\u3057\u3066\u307f\u305f\u3044\u65b9\u306b\u3082\u3001\u8a73\u7d30\u306a\u30a6\u30a7\u30d3\u30ca\u30fc\u3092\u3054\u89a7\u306b\u306a\u308a\u305f\u3044\u65b9\u306b\u3082\u3001\u3053\u308c\u3089\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u304c\u304a\u5ba2\u69d8\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u3069\u306e\u3088\u3046\u306a\u5229\u76ca\u3092\u3082\u305f\u3089\u3059\u304b\u3092\u304a\u898b\u305b\u3059\u308b\u6e96\u5099\u304c\u6574\u3063\u3066\u3044\u307e\u3059\u3002InvestGlass\u304c\u63d0\u4f9b\u3059\u308b\u30d7\u30ed\u30f3\u30d7\u30c8\u30fb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u3001\u696d\u52d9\u306e\u52b9\u7387\u5316\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30d3\u30ca\u30fc\u3092\u898b\u308b<\/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=\"ChatGPT\u306f\u9280\u884c\u696d\u52d9\u3067\u3069\u306e\u3088\u3046\u306b\u6d3b\u7528\u3067\u304d\u307e\u3059\u304b\uff1f\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/hpjx-Fmup08?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\">InvestGlass\u306fChatGPT\u3092\u57cb\u3081\u8fbc\u307f\u307e\u3059\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=\"3387\">\u9280\u884c\u5411\u3051CRM<\/a><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-it-works-a-simple-three-step-process\">\u3069\u306e\u3088\u3046\u306b\u6a5f\u80fd\u3059\u308b\u304b\u30b7\u30f3\u30d7\u30eb\u306a3\u30b9\u30c6\u30c3\u30d7<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>CRM\u30d5\u30a3\u30fc\u30eb\u30c9\u3068\u5024\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7<\/strong>:Copilot AI\u3067CRM\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3057\u307e\u3057\u3087\u3046\u3002\u696d\u754c\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u3067\u3001\u696d\u52d9\u306b\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u30d5\u30a3\u30c3\u30c8\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30c7\u30fc\u30bf\u5909\u6570\u4ed8\u304dAI\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8<\/strong>:\u6b21\u306b\u3001ChatGPT\u306b\u3088\u308a\u52b9\u679c\u7684\u306a\u554f\u3044\u5408\u308f\u305b\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u3042\u3089\u304b\u3058\u3081\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3055\u308c\u305f\u8cea\u554f\u3092\u8a2d\u8a08\u3057\u307e\u3059\u3002\u3053\u306e\u30b9\u30c6\u30c3\u30d7\u306b\u3088\u308a\u3001\u52b9\u7387\u7684\u3067\u6d1e\u5bdf\u306b\u6e80\u3061\u305f\u5bfe\u8a71\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u5b9f\u7528\u7684\u306a\u6d1e\u5bdf<\/strong>:\u6700\u5f8c\u306b\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u8cea\u554f\u304b\u3089\u9078\u629e\u3057\u3001\u5fae\u8abf\u6574\u3057\u3001GPT\u306b\u652f\u63f4\u3092\u6c42\u3081\u307e\u3059\u3002GPT\u306f\u3001\u9023\u7d61\u5148\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30da\u30fc\u30b8\u3092\u6398\u308a\u4e0b\u3052\u3066\u3001\u30c1\u30fc\u30e0\u306b\u5353\u8d8a\u3057\u305f\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u3001\u3059\u3079\u3066\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u60c5\u5831\u306b\u57fa\u3065\u3044\u3066\u6226\u7565\u7684\u306b\u884c\u3044\u307e\u3059\u3002<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"569\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-AI-Architecture-1024x569.png\" alt=\"\" class=\"wp-image-39958\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-AI-Architecture-1024x569.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-AI-Architecture-300x167.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-AI-Architecture-768x427.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-AI-Architecture.png 1488w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-importance-of-running-chatgpt-in-banking-on-a-swiss-secured-environment\">\u30b9\u30a4\u30b9\u306e\u30bb\u30ad\u30e5\u30a2\u306a\u74b0\u5883\u3067\u306e\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308bChatGPT\u5b9f\u884c\u306e\u91cd\u8981\u6027<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u65e5\u306e\u30c7\u30b8\u30bf\u30eb\u6642\u4ee3\u306b\u304a\u3044\u3066\u3001\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u6700\u3082\u91cd\u8981\u3067\u3059\u3002InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30bb\u30ad\u30e5\u30a2\u306a\u74b0\u5883\u3067ChatGPT\u3092\u5b9f\u884c\u3059\u308b\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u6c7a\u5b9a\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u305f\u3081\u306b\u6700\u9ad8\u6c34\u6e96\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u3092\u78ba\u4fdd\u3059\u308b\u3068\u3044\u3046\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u3068\u5b89\u5168\u306a\u30c7\u30b8\u30bf\u30eb\u30a4\u30f3\u30d5\u30e9\u306f\u3001\u6a5f\u5bc6\u60c5\u5831\u306e\u7ba1\u7406\u306b\u7406\u60f3\u7684\u306a\u5834\u6240\u3067\u3042\u308a\u3001\u30c7\u30fc\u30bf\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u61f8\u5ff5\u3059\u308b\u4f01\u696d\u3084\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3001\u30ea\u30b9\u30af\u5206\u6790\u3001\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u6d1e\u5bdf\u306e\u305f\u3081\u306b\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u306e\u91cd\u8981\u6027\u306b\u5b89\u5fc3\u611f\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"686\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-template-1024x686.png\" alt=\"\" class=\"wp-image-39955\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-template-1024x686.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-template-300x201.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-template-768x514.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-template.png 1075w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30c1\u30e3\u30f3\u30b9\u3092\u9003\u3055\u306a\u3044\u3067\u304f\u3060\u3055\u3044\u3002InvestGlass\u306e\u65b0\u3057\u3044AI\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u8cb4\u793e\u306e\u55b6\u696d\u304a\u3088\u3073\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u6226\u7565\u3092\u518d\u5b9a\u7fa9\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u304c\u5fa1\u793e\u306e\u696d\u52d9\u5f37\u5316\u306b\u3082\u305f\u3089\u3059\u5909\u9769\u306e\u53ef\u80fd\u6027\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u304c\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u3088\u308a\u5fae\u5999\u306b\u7406\u89e3\u3059\u308b\u305f\u3081\u306e\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u5206\u6790\u304b\u3089\u3001AI\u3092\u30ea\u30b9\u30af\u306b\u6d3b\u7528\u3059\u308b\u3053\u3068\u307e\u3067\u3002 <a data-wpil-monitor-id=\"2024\" href=\"https:\/\/www.investglass.com\/ja\/%e4%b8%ad%e5%a4%ae%e9%8a%80%e8%a1%8c%e3%81%ae%e9%87%91%e8%9e%8d%e6%94%bf%e7%ad%96%e3%81%a8%e6%84%8f%e6%80%9d%e6%b1%ba%e5%ae%9a%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bai\/\" target=\"_blank\" rel=\"noopener\">\u7ba1\u7406<\/a> InvestGlass\u306f\u9280\u884c\u696d\u754c\u306e\u672a\u6765\u3092\u5207\u308a\u958b\u304f\u30d1\u30fc\u30c8\u30ca\u30fc\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u304a\u5ba2\u69d8\u306e\u30d3\u30b8\u30cd\u30b9\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3069\u306e\u3088\u3046\u306a\u9769\u547d\u3092\u3082\u305f\u3089\u3057\u3001\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3057\u3001\u5909\u5316\u3057\u7d9a\u3051\u308b\u91d1\u878d\u60c5\u52e2\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u304b\u3092\u4eca\u3059\u3050\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>InvestGlass Unveils a Groundbreaking Solution for Sales nvestGlass&#8217;s latest innovation leverages&nbsp;AI-driven technology&nbsp;to empower sales teams and financial professionals. By integrating&nbsp;automation&nbsp;and&nbsp;data analytics, this solution optimizes sales workflows, enhances customer engagement, and improves decision-making processes. Notably,&nbsp;74% of businesses implementing generative AI&nbsp;have recovered their investment within the first year, with&nbsp;86% reporting revenue growth&nbsp;post-AI adoption (MarketTimes). Furthermore,&nbsp;companies using CRM systems&nbsp;have seen a&nbsp;17% increase in lead conversion rates, a&nbsp;16% boost in customer retention, and a&nbsp;21% improvement in agent productivity&nbsp;(MarTech). With&nbsp;seamless CRM integration&nbsp;and&nbsp;real-time data accessibility, InvestGlass enables businesses to harness&nbsp;predictive analytics&nbsp;for unparalleled growth and efficiency. Open Immersive Reader Exciting news for InvestGlass enthusiasts and sales professionals worldwide! InvestGlass has just launched an innovative solution that&#8217;s set [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":39955,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[823],"class_list":["post-39949","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-ai-powered-crm"],"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>Introducing AI-Powered CRM and Portfolio Management | InvestGlass<\/title>\n<meta name=\"description\" content=\"InvestGlass Unveils a Groundbreaking Solution for Sales nvestGlass&#039;s latest\" \/>\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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