{"id":42431,"date":"2024-11-20T21:28:18","date_gmt":"2024-11-20T20:28:18","guid":{"rendered":"https:\/\/www.investglass.com\/?p=42431"},"modified":"2025-03-19T08:37:26","modified_gmt":"2025-03-19T07:37:26","slug":"investglass%e3%81%a7%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%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%82%92%e6%9c%80%e9%81%a9%e5%8c%96-%e9%87%91%e8%9e%8d","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/optimizing-digital-onboarding-with-investglass-revolutionizing-customer-experiences-for-financial-services\/","title":{"rendered":"InvestGlass\u3067\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u6700\u9069\u5316\uff1a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u9867\u5ba2\u4f53\u9a13\u306b\u9769\u547d\u3092\u8d77\u3053\u3059"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u3092\u5909\u9769\u3057\u3001\u5f93\u6765\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u4ee3\u308f\u308b\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u52b9\u7387\u7684\u306a\u9867\u5ba2\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002InvestGlass\u3067\u306f\u3001\u53b3\u3057\u3044KYC\uff08Know Your Customer\uff09\u3068AML\uff08Anti-Money Laundering\uff09\u898f\u5236\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3057\u306a\u304c\u3089\u3001\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u7c21\u7d20\u5316\u3057\u81ea\u52d5\u5316\u3059\u308b\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u518d\u69cb\u7bc9\u3057\u3001InvestGlass\u304c\u3069\u306e\u3088\u3046\u306b\u3053\u306e\u9769\u547d\u306e\u6700\u524d\u7dda\u306b\u7acb\u3064\u304b\u3092\u63a2\u3063\u3066\u307f\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u9280\u884c\u306e\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3059\u308b\u65b9\u6cd5<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"2991\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u306f\u3001\u52b4\u50cd\u96c6\u7d04\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u904b\u7528\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u307e\u3059\u3002\u305d\u306e\u65b9\u6cd5\u3092\u7d39\u4ecb\u3057\u3088\u3046\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30d7\u30ed\u30bb\u30b9\u306e\u81ea\u52d5\u5316<\/strong>:\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u4eba\u306e\u4ecb\u5165\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u30b9\u30bf\u30c3\u30d5\u306e\u5fc5\u8981\u6027\u3068\u4eba\u7684\u30df\u30b9\u3092\u6e1b\u3089\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u5408\u7406\u5316\u3055\u308c\u305f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3<\/strong>:\u81ea\u52d5\u5316\u306b\u3088\u308a\u5197\u9577\u306a\u4e8b\u52d9\u4f5c\u696d\u304c\u306a\u304f\u306a\u308a\u3001\u904b\u7528\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3067\u304d\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u52b9\u7387\u306e\u5411\u4e0a<\/strong>:\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30c7\u30fc\u30bf\u51e6\u7406\u306b\u3088\u308a\u3001\u8907\u6570\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u540c\u6642\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30b3\u30b9\u30c8\u306e\u524a\u6e1b<\/strong>:\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u308a\u3001\u898f\u5236\u57fa\u6e96\u306e\u4e00\u8cab\u3057\u305f\u9075\u5b88\u304c\u4fdd\u8a3c\u3055\u308c\u3001\u7f70\u5247\u3084\u8a34\u8a1f\u8cbb\u7528\u3092\u56de\u907f\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u7dad\u6301\u7387\u306e\u5411\u4e0a<\/strong>:\u30b9\u30e0\u30fc\u30ba\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306f\u3001\u9867\u5ba2\u306e\u30ed\u30a4\u30e4\u30ea\u30c6\u30a3\u3092\u9ad8\u3081\u3001\u9867\u5ba2\u7372\u5f97\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-1024x701.png\" alt=\"InvestGlass\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\" class=\"wp-image-40525\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\"><strong>InvestGlass\u3067\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0KYC\u30d7\u30ed\u30bb\u30b9\u3092\u7406\u89e3\u3059\u308b<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001KYC\uff08Know Your Customer\uff09\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u5909\u9769\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u3042\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u52b9\u7387\u7684\u304b\u3064\u5b89\u5168\u306b\u9867\u5ba2\u306e\u8eab\u5143\u3092\u8a8d\u8a3c\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002InvestGlass\u306f\u3001\u30a4\u30f3\u30bf\u30e9\u30af\u30c6\u30a3\u30d6\u306a\u9867\u5ba2\u5bfe\u8a71\u306e\u305f\u3081\u306eChatGPT LLM\u3084\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u30fb\u691c\u8a3c\u3059\u308b\u305f\u3081\u306e\u5f37\u56fa\u306a\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30b7\u30b9\u30c6\u30e0\u306e\u3088\u3046\u306a\u6700\u5148\u7aef\u306e\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u3055\u3089\u306b\u4e00\u6b69\u9032\u3081\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0KYC\u30d7\u30ed\u30bb\u30b9\u306e\u4e3b\u306a\u30b9\u30c6\u30c3\u30d7<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u5f37\u5316\uff08EDD\uff09<\/strong><br>InvestGlass\u306f\u3001\u3088\u308a\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u9867\u5ba2\u5411\u3051\u306b\u3001\u5236\u88c1\u30c1\u30a7\u30c3\u30af\u3001\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u305f\u4eba\u7269\uff08PEP\uff09\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3001\u4e0d\u5229\u306a\u30e1\u30c7\u30a3\u30a2\u691c\u7d22\u306a\u3069\u306e\u30c4\u30fc\u30eb\u3092\u7d71\u5408\u3057\u305f\u3001\u3088\u308a\u8a73\u7d30\u306a\u7cbe\u67fb\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001EDD\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u6b63\u78ba\u306b\u6587\u66f8\u5316\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u672c\u4eba\u78ba\u8a8d<\/strong><br>\u9867\u5ba2\u306f\u653f\u5e9c\u767a\u884c\u306eID\u3092\u63d0\u4f9b\u3059\u308b\u304b\u3001\u8fc5\u901f\u304b\u3064\u5b89\u5168\u306a\u672c\u4eba\u78ba\u8a8d\u306e\u305f\u3081\u306b\u9854\u8a8d\u8a3c\u306a\u3069\u306e\u751f\u4f53\u8a8d\u8a3c\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3002InvestGlass\u306fAI\u4e3b\u5c0e\u306e\u66f8\u985e\u8a8d\u8a3c\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u751f\u4f53\u8a8d\u8a3c\u3092\u7d71\u5408\u3057\u3001\u6469\u64e6\u306e\u306a\u3044\u6b63\u78ba\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9867\u5ba2\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\uff08CDD\uff09<\/strong><br>InvestGlass\u306f\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3068AI\u304c\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u5206\u6790\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u3001\u6f5c\u5728\u7684\u306a\u8a50\u6b3a\u3084\u4e0d\u6b63\u884c\u70ba\u306b\u3064\u3044\u3066\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u8a55\u4fa1\u3057\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3088\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u7279\u5b9a\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084\u30d3\u30b8\u30cd\u30b9\u8981\u4ef6\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\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=\"833\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel-1024x833.png\" alt=\"\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u627f\u8a8d\u30c1\u30a7\u30fc\u30f3\" class=\"wp-image-42351\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel-1024x833.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel-300x244.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel-768x625.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel-1536x1249.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel.png 2036w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9 <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=\"2992\">\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9<\/a> \u30c1\u30a7\u30fc\u30f3<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7d99\u7d9a\u7684\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/strong><br>\u7d99\u7d9a\u7684\u306a\u76e3\u8996\u30c4\u30fc\u30eb\u306f\u3001\u9867\u5ba2\u306e\u6d3b\u52d5\u304cAML\uff08\u30a2\u30f3\u30c1\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\uff09\u304a\u3088\u3073KYC\u898f\u5236\u306b\u6e96\u62e0\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002InvestGlass\u306f\u9ad8\u5ea6\u306a\u30a2\u30e9\u30fc\u30c8\u3068\u8ffd\u8de1\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u7528\u3057\u3066\u3053\u308c\u3089\u306e\u30c1\u30a7\u30c3\u30af\u3092\u81ea\u52d5\u5316\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u898f\u5236\u306e\u8981\u6c42\u306b\u5148\u3093\u3058\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>AI\u3068\u6a5f\u68b0\u5b66\u7fd2\u304c\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5f37\u5316\u3059\u308b\u65b9\u6cd5<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><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=\"2990\">\u4eba\u5de5\u77e5\u80fd<\/a> (AI\uff09\u3068\u6a5f\u68b0\u5b66\u7fd2\uff08ML\uff09\u306f\u3001\u8907\u96d1\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3057\u3001\u7cbe\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5909\u9769\u3057\u3066\u3044\u307e\u3059\u3002InvestGlass\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3055\u308c\u3001\u9280\u884c\u3084\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u5408\u7406\u7684\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>AI\u3068ML\u304c\u4ed8\u52a0\u4fa1\u5024\u3092\u751f\u3080\u4e3b\u306a\u5206\u91ce<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u672c\u4eba\u78ba\u8a8d<\/strong><br>AI\u4e3b\u5c0e\u306e\u672c\u4eba\u78ba\u8a8d\u306f\u3001\u4ee5\u4e0b\u306e\u65b9\u6cd5\u3067\u30d7\u30ed\u30bb\u30b9\u3092\u7c21\u7d20\u5316\u3057\u3001\u8fc5\u901f\u5316\u3059\u308b\uff1a\n<ul class=\"wp-block-list\">\n<li>\u5199\u771fID\u3092\u9867\u5ba2\u306e\u751f\u4f53\u8a8d\u8a3c\uff08\u9854\u8a8d\u8a3c\u306a\u3069\uff09\u3068\u7167\u5408\u3059\u308b\u3002.<\/li>\n\n\n\n<li>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u6587\u66f8\u3092\u691c\u8a3c\u3057\u3001\u624b\u4f5c\u696d\u3092\u524a\u6e1b\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u6587\u66f8\u306e\u77db\u76fe\u3084\u6539\u3056\u3093\u3092\u9ad8\u7cbe\u5ea6\u3067\u691c\u51fa\u3002.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u4e0d\u6b63\u884c\u70ba\u306e\u691c\u51fa<\/strong><br>ML\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306f\u3001\u7a4d\u6975\u7684\u306b\u4e0d\u6b63\u3092\u9632\u6b62\u3059\u308b\uff1a\n<ul class=\"wp-block-list\">\n<li>\u507d\u9020\u6587\u66f8\u3092\u8b58\u5225\u3057\u3001\u4e0d\u6b63\u884c\u70ba\u3092\u793a\u3059\u30d1\u30bf\u30fc\u30f3\u3092\u691c\u51fa\u3059\u308b\u3002.<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u304b\u3089\u7d99\u7d9a\u7684\u306b\u5b66\u7fd2\u3057\u3001\u65b0\u305f\u306a\u8a50\u6b3a\u306e\u624b\u53e3\u306b\u9069\u5fdc\u3059\u308b\u3002.<\/li>\n\n\n\n<li>\u53d7\u52d5\u7684\u4e0d\u6b63\u691c\u77e5\u6280\u8853\u3092\u63a1\u7528\u3057\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u9867\u5ba2\u4f53\u9a13\u3092\u78ba\u4fdd\u3059\u308b\u3002.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u898f\u5236\u9075\u5b88<\/strong><br>AI\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u6b21\u306e\u3088\u3046\u306b\u5f37\u5316\u3059\u308b\uff1a\n<ul class=\"wp-block-list\">\n<li>\u5236\u88c1\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3001PEP\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3001\u6709\u5bb3\u30e1\u30c7\u30a3\u30a2\u5206\u6790\u306a\u3069\u306eAML\u30c1\u30a7\u30c3\u30af\u306e\u81ea\u52d5\u5316\u3002.<\/li>\n\n\n\n<li>\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u898f\u5236\u67a0\u7d44\u307f\u306e\u4e00\u8cab\u3057\u305f\u9075\u5b88\u306e\u78ba\u4fdd.<\/li>\n\n\n\n<li>\u898f\u5236\u5831\u544a\u7528\u306e\u8a73\u7d30\u306a\u76e3\u67fb\u8a3c\u8de1\u306e\u4f5c\u6210\u3002.<\/li>\n<\/ul>\n<\/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=\"832\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt-1024x832.png\" alt=\"InvestGlass\u30b9\u30de\u30fc\u30c8\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u30d7\u30ed\u30f3\u30d7\u30c8\" class=\"wp-image-42365\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt-1024x832.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt-300x244.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt-768x624.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt-1536x1247.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\u30b9\u30de\u30fc\u30c8\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u30d7\u30ed\u30f3\u30d7\u30c8<\/figcaption><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\"><strong>InvestGlass\u304c\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b\u65b9\u6cd5<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fAI\u3068ML\u3092\u6d3b\u7528\u3057\u3066\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u4e3b\u8981\u306a\u90e8\u5206\u3092\u81ea\u52d5\u5316\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u3068\u51e6\u7406<\/strong>:<br>InvestGlass\u306e\u30ce\u30fc\u30b3\u30fc\u30c9\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u52b9\u7387\u7684\u306b\u53ce\u96c6\u3057\u3001AI\u306b\u3088\u308b\u691c\u8a3c\u30c1\u30a7\u30c3\u30af\u3067\u6b63\u78ba\u6027\u3068\u5b8c\u5168\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u52d5\u7684\u30ea\u30b9\u30af\u8a55\u4fa1<\/strong>:<br>AI\u306f\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u8a55\u4fa1\u3057\u3066\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u5272\u308a\u5f53\u3066\u3001\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u5f37\u5316\u306e\u305f\u3081\u306b\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u30b1\u30fc\u30b9\u3092\u81ea\u52d5\u7684\u306b\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/strong>:<br>\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u8907\u6570\u30b9\u30c6\u30c3\u30d7\u306e\u627f\u8a8d\u3092\u81ea\u52d5\u5316\u3057\u3001\u4e8b\u524d\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u30eb\u30fc\u30eb\u3068\u30ea\u30b9\u30af\u30ec\u30d9\u30eb\u306b\u57fa\u3065\u3044\u3066\u3001\u9867\u5ba2\u306e\u7533\u8acb\u3092\u9069\u5207\u306a\u95a2\u4fc2\u8005\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u4e0d\u6b63\u884c\u70ba\u306e\u76e3\u8996\u3068\u9632\u6b62<\/strong>:<br>\u7d71\u5408\u3055\u308c\u305f\u4e0d\u6b63\u691c\u77e5\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u4e2d\u65ad\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306b\u7570\u5e38\u3092\u7279\u5b9a\u3057\u3001\u6f5c\u5728\u7684\u306a\u30ea\u30b9\u30af\u306b\u8b66\u544a\u3092\u767a\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>KYC\/AML\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u81ea\u52d5\u5316<\/strong>:<br>AI\u306f\u81a8\u5927\u306a\u91cf\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u51e6\u7406\u3057\u3066\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3057\u3001\u6b63\u78ba\u6027\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u624b\u4f5c\u696d\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u306e\u5fc5\u8981\u6027\u3092\u6e1b\u3089\u3057\u3066\u3044\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>InvestGlass\u306b\u3088\u308b\u9280\u884c\u5411\u3051\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5229\u70b9<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u5411\u4e0a<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u3059\u3079\u3066\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u5b8c\u4e86\u3067\u304d\u308b\u305f\u3081\u3001\u76f4\u63a5\u8a2a\u554f\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u306a\u308b\u3002.<\/li>\n\n\n\n<li>AI\u3092\u642d\u8f09\u3057\u305f\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u304c\u30e6\u30fc\u30b6\u30fc\u3092\u30ac\u30a4\u30c9\u3057\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u554f\u3044\u5408\u308f\u305b\u306b\u5bfe\u5fdc\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u9867\u5ba2\u7372\u5f97\u306e\u5897\u52a0<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b7\u30f3\u30d7\u30eb\u3067\u76f4\u611f\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u6469\u64e6\u3092\u6e1b\u3089\u3057\u3001\u653e\u68c4\u7387\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u591a\u8a00\u8a9e\u30b5\u30dd\u30fc\u30c8\u3068\u30e2\u30d0\u30a4\u30eb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308a\u3001\u591a\u69d8\u306a\u9867\u5ba2\u5c64\u3078\u306e\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3\u304c\u5e83\u304c\u308a\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u898f\u5236\u9075\u5b88<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30c7\u30fc\u30bf\u691c\u8a3c\u306b\u3088\u308a\u3001\u9280\u884c\u306fKYC\u304a\u3088\u3073AML\u898f\u5236\u3092\u52b9\u7387\u7684\u306b\u6e80\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/li>\n\n\n\n<li>\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ec\u30dd\u30fc\u30c8\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7ba1\u7406\u3068\u76e3\u67fb\u304c\u7c21\u7d20\u5316\u3055\u308c\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u30b3\u30b9\u30c8\u52b9\u7387<\/strong><\/h4>\n\n\n\n<ul 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class=\"wp-block-paragraph\"><strong>\u4eca\u3059\u3050\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u5909\u9769\u3057\u3001\u6bd4\u985e\u306a\u3044\u52b9\u7387\u6027\u3068\u6210\u9577\u3092\u5b9f\u611f\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/strong> \u3068\u5353\u8d8a\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u30c7\u30b8\u30bf\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u672a\u6765\u3078\u8e0f\u307f\u51fa\u3057\u307e\u3057\u3087\u3046\uff01<\/p>","protected":false},"excerpt":{"rendered":"<p>Digital onboarding has transformed the financial services industry, offering a seamless, efficient, and customer-friendly alternative to traditional processes. At InvestGlass, we provide a Swiss sovereign CRM platform that simplifies and automates digital onboarding while ensuring compliance with stringent KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations. Let\u2019s explore how digital onboarding reshapes financial services and how InvestGlass stands at the forefront of this revolution. How Digital Onboarding Reduces Costs for Banks Digital onboarding reduces operational expenses by automating labor-intensive processes. Here\u2019s how: Understanding the Digital Onboarding KYC Process with InvestGlass Digital onboarding is a transformative approach to streamline the KYC (Know Your Customer) process, enabling financial institutions to authenticate [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":38347,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45],"class_list":["post-42431","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Optimizing Digital Onboarding with InvestGlass<\/title>\n<meta name=\"description\" content=\"Streamline your digital onboarding process with InvestGlass. Enhance customer experiences with our efficient, automated solutions.\" \/>\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\u3067\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u6700\u9069\u5316-\u91d1\u878d\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Optimizing Digital Onboarding with InvestGlass: Revolutionizing Customer Experiences for Financial Services\" \/>\n<meta property=\"og:description\" content=\"Digital onboarding has transformed the financial services industry, offering a\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/investglass\u3067\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u6700\u9069\u5316-\u91d1\u878d\/\" 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