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class=\"wp-block-paragraph\">InvestGlass\u306f\u3053\u308c\u3092\u53ef\u80fd\u306b\u3059\u308b\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u5c64\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3066\u3044\u308b\u3002InvestGlass\u306f\u91d1\u878d\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696d\u3067\u3042\u308a\u3001\u9280\u884c\u305d\u306e\u3082\u306e\u3068\u3057\u3066\u3067\u306f\u306a\u304f\u3001\u898f\u5236\u5bfe\u8c61\u3068\u306a\u308b\u91d1\u878d\u6a5f\u95a2\u3068\u63d0\u643a\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3059\u308b\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u591a\u8a00\u8a9e\u30b3\u30f3\u30c6\u30f3\u30c4\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9069\u683c\u6027\u3001\u672c\u4eba\u78ba\u8a8d\u3001\u96fb\u5b50\u7f72\u540d\u30bb\u30ec\u30e2\u30cb\u30fc\u3001\u9069\u5408\u6027\u30fb\u9069\u5207\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u7ba1\u7406\u3055\u308c\u305f\u6587\u66f8\u914d\u4fe1\u3001\u627f\u8a8d\u3001\u5206\u6790\u3092\u8abf\u6574\u3059\u308b\u3002\u3059\u3079\u3066\u3092\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u3057\u3001\u76e3\u67fb\u53ef\u80fd\u306a\u72b6\u614b\u306b\u4fdd\u3064\u3053\u3068\u3067\u3001\u65b0\u898f\u53e3\u5ea7\u958b\u8a2d\u3092\u5b89\u5fc3\u3057\u3066\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u3001\u307e\u305f\u3001\u3088\u308a\u591a\u304f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u5fc5\u8981\u306a\u5834\u5408\u306b\u306f\u3001\u9280\u884c\u54e1\u306e\u652f\u63f4\u306b\u3088\u308b\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30e2\u30fc\u30c9\u3067\u5b8c\u4e86\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002InvestGlass\u306f\u4f1d\u7d71\u7684\u306a\u9280\u884c\u30e2\u30c7\u30eb\u3068\u30aa\u30f3\u30e9\u30a4\u30f3\u9280\u884c\u30e2\u30c7\u30eb\u306e\u4e21\u65b9\u306e\u65b0\u898f\u53e3\u5ea7\u958b\u8a2d\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30c7\u30b8\u30bf\u30eb\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u67d4\u8edf\u6027\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u306f\u3001\u5229\u7528\u53ef\u80fd\u306a\u30c1\u30e3\u30cd\u30eb\u3001\u9001\u91d1\u304c\u3069\u306e\u304f\u3089\u3044\u306e\u901f\u3055\u3067\u7740\u91d1\u3059\u308b\u304b\u3001\u5b9a\u671f\u632f\u8fbc\u3084\u5373\u6642\u9001\u91d1\u304c\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u3066\u3044\u308b\u304b\u3001\u305d\u3057\u3066\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u304a\u3088\u3073\u56fd\u3054\u3068\u306b\u9069\u7528\u3055\u308c\u308b\u5236\u9650\u306b\u3064\u3044\u3066\u660e\u8a18\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30c7\u30d3\u30c3\u30c8\u30ab\u30fc\u30c9\u304c\u767a\u884c\u3055\u308c\u308b\u5834\u5408\uff08\u5f53\u5ea7\u9810\u91d1\u53e3\u5ea7\u3067\u306f\u4e00\u822c\u7684\uff09\u3001\u8cc7\u91d1\u3078\u306e\u4fbf\u5229\u306a\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u3001\u9650\u5ea6\u984d\u3001\u6709\u52b9\u5316\u624b\u9806\u3001\u65c5\u884c\u6642\u306e\u5229\u7528\u3001\u304a\u3088\u3073\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u3067\u306e\u30ab\u30fc\u30c9\u7ba1\u7406\u306b\u3064\u3044\u3066\u5e73\u6613\u306b\u8aac\u660e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u53e3\u5ea7\u304c\u30ea\u30c6\u30fc\u30eb\u5f53\u5ea7\u9810\u91d1\u53e3\u5ea7\u3067\u306f\u306a\u304f\u3001\u6c7a\u6e08\u53e3\u5ea7\u3067\u3042\u308b\u5834\u5408\u306f\u3001\u6df7\u4e71\u3092\u907f\u3051\u308b\u305f\u3081\u306b\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u7d04\u675f\u306e\u3088\u3046\u306a\u8868\u73fe\u3092\u907f\u3051\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30bb\u30b0\u30e1\u30f3\u30c8\u3084\u7ba1\u8f44\u533a\u57df\u3054\u3068\u306b\u30e9\u30d9\u30eb\u3084\u958b\u793a\u3092\u9069\u5fdc\u3055\u305b\u307e\u3059\u3002\u5546\u54c1\u9069\u683c\u6027\u306f\u30eb\u30fc\u30eb\u30fb\u30a8\u30f3\u30b8\u30f3\u306b\u3088\u3063\u3066\u5f37\u5236\u3055\u308c\u3001\u9867\u5ba2\u306f\u56fd\u3084\u30b9\u30c6\u30fc\u30bf\u30b9\u306b\u5fdc\u3058\u3066\u9069\u683c\u306a\u53e3\u5ea7\u306e\u307f\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u4e00\u65e6\u627f\u8a8d\u3055\u308c\u308b\u3068\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u4e0b\u6d41\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u8cc7\u683c\u3092\u540c\u671f\u3055\u305b\u3001\u3059\u3079\u3066\u306e\u627f\u8a8d\u3092\u9867\u5ba2\u8a18\u9332\u306b\u8a18\u9332\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306f\u3001\u6708\u984d\u624b\u6570\u6599\u306e\u9069\u7528\u306e\u6709\u7121\u3001\u5f53\u5ea7\u8cb8\u8d8a\u9632\u6b62\u63aa\u7f6e\u306e\u6709\u7121\u3001\u5f53\u5ea7\u8cb8\u8d8a\u624b\u6570\u6599\u30dd\u30ea\u30b7\u30fc\u306e\u8a73\u7d30\uff08\u624b\u6570\u6599\u306e\u67fb\u5b9a\u65b9\u6cd5\u3001\u5229\u7528\u53ef\u80fd\u306a\u624b\u6570\u6599\u514d\u9664\u3001\u4fdd\u8b77\u30b5\u30fc\u30d3\u30b9\u306a\u3069\uff09\u3001\u53e3\u5ea7\u632f\u66ff\u306e\u6709\u7121\u306a\u3069\u3001\u500b\u4eba\u306e\u5f53\u5ea7\u9810\u91d1\u53e3\u5ea7\u306e\u7279\u5fb4\u3092\u6bd4\u8f03\u3059\u308b\u3053\u3068\u304c\u591a\u3044\u3002\u3053\u308c\u3089\u306e\u7528\u8a9e\u304c\u4ed6\u56fd\u3067\u751f\u307e\u308c\u305f\u3082\u306e\u3067\u3042\u3063\u3066\u3082\u3001\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306b\u3088\u3063\u3066\u6b27\u5dde\u306e\u6163\u4f8b\u306b\u6a4b\u6e21\u3057\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u610f\u5473\u304c\u660e\u78ba\u306b\u4fdd\u305f\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-monthly-maintenance-fee-will-you-justify-it-clearly-or-lose-clients-to-ambiguity\">\u6708\u984d\u7dad\u6301\u8cbb - \u660e\u78ba\u306b\u6b63\u5f53\u5316\u3059\u308b\u304b\u3001\u66d6\u6627\u3055\u3067\u9867\u5ba2\u3092\u5931\u3046\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u671f\u7684\u306a\u53e3\u5ea7\u624b\u6570\u6599\u306f\u3001\u900f\u660e\u6027\u304c\u9ad8\u304f\u3001\u4e88\u6e2c\u53ef\u80fd\u3067\u3001\u63d0\u4f9b\u3055\u308c\u308b\u30b5\u30fc\u30d3\u30b9\u306b\u6bd4\u4f8b\u3057\u3066\u3044\u308b\u5834\u5408\u306b\u5bb9\u8a8d\u3055\u308c\u308b\u3002\u6708\u6b21\u7dad\u6301\u8cbb\u307e\u305f\u306f\u6708\u6b21\u30b5\u30fc\u30d3\u30b9\u6599\u304c\u9069\u7528\u3055\u308c\u308b\u5834\u5408\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u306f\u3001\u91d1\u984d\u3001\u660e\u7d30\u66f8\u30b5\u30a4\u30af\u30eb\u3001\u8a08\u7b97\u6839\u62e0\u3001\u304a\u3088\u3073\u3059\u3079\u3066\u306e\u514d\u9664\u6761\u4ef6\u3092\u7c21\u6f54\u306a\u6982\u8981\u3068\u3057\u3066\u793a\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u6570\u6599\u514d\u9664\u306f\u3001\u6700\u4f4e\u6b8b\u9ad8\u8981\u4ef6\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30c6\u30a3\u30a2\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u5951\u7d04\u3001\u307e\u305f\u306f\u9069\u683c\u306a\u76f4\u63a5\u9810\u91d1\u306b\u985e\u4f3c\u3059\u308b\u6d41\u5165\u984d\u306b\u3088\u3063\u3066\u6c7a\u307e\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\u7279\u5b9a\u306e\u624b\u6570\u6599\u514d\u9664\u307e\u305f\u306f\u53e3\u5ea7\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u306f\u3001\u55b6\u696d\u65e5\u7d42\u4e86\u6642\u70b9\u306e\u6b8b\u9ad8\u307e\u305f\u306f\u53d6\u5f15\u306b\u57fa\u3065\u3044\u3066\u8a55\u4fa1\u3055\u308c\u308b\u5834\u5408\u304c\u3042\u308b\u3002\u91d1\u878d\u6a5f\u95a2\u304c\u691c\u7d22\u76f8\u4e92\u904b\u7528\u6027\u306e\u305f\u3081\u306b\u9069\u683c\u53e3\u5ea7\u9810\u91d1\u3001\u6700\u4f4e\u9069\u683c\u53e3\u5ea7\u9810\u91d1\u3001\u6bce\u6708\u306e\u53e3\u5ea7\u9810\u91d1\u3001\u9069\u683c\u53e3\u5ea7 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II\u4e8b\u524d\u30b3\u30b9\u30c8\u3068\u6599\u91d1\u306e\u30b9\u30ca\u30c3\u30d7\u30b7\u30e7\u30c3\u30c8\u3092\u751f\u6210\u3057\u3001\u9867\u5ba2\u78ba\u8a8d\u66f8\u3092\u4fdd\u5b58\u3057\u3001\u5f8c\u3067\u53c2\u7167\u3067\u304d\u308b\u3088\u3046\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306b\u4f7f\u7528\u3055\u308c\u305f\u6b63\u78ba\u306a\u30d0\u30fc\u30b8\u30e7\u30f3\u3092\u30d4\u30f3\u7559\u3081\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-annual-percentage-yield-apy-do-clients-really-grasp-compounding-or-are-you-hiding-the-fine-print\">\u5e74\u7387\u63db\u7b97\u5229\u56de\u308a - \u9867\u5ba2\u306f\u672c\u5f53\u306b\u8907\u5229\u8a08\u7b97\u3092\u7406\u89e3\u3057\u3066\u3044\u308b\u306e\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e74\u7387\u5229\u56de\u308a\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u691c\u7d22\u884c\u52d5\u306b\u983b\u7e41\u306b\u767b\u5834\u3059\u308b\u3002\u82f1\u56fd\u3067\u306fAER\u304c\u6a19\u6e96\u5316\u3055\u308c\u305f\u6307\u6a19\u3067\u3042\u308b\u3002\u6b27\u5dde\u5927\u9678\u3067\u306f\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306f\u3057\u3070\u3057\u3070\u3001\u8907\u5229\u8a08\u7b97\u306e\u524d\u63d0\u3092\u53cd\u6620\u3057\u305f\u4f8b\u793a\u7684\u306a\u5e74\u7387\u5229\u56de\u308a\u3067\u540d\u76ee\u30ec\u30fc\u30c8\u3092\u63d0\u793a\u3059\u308b\u3002\u3053\u306e\u6982\u5ff5\u306f\u3001\u5177\u4f53\u7684\u306a\u4f8b\u3067\u8868\u73fe\u3059\u308b\u3068\u5206\u304b\u308a\u3084\u3059\u3044\u3002\u901a\u5e38\u306e\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u3084\u4f1d\u7d71\u7684\u306a\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u306f\u3001\u901a\u5e38\u3001\u9ad8\u5229\u56de\u308a\u306e\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u306b\u6bd4\u3079\u3066\u4f4e\u3044\u5229\u7387\u3067\u5229\u606f\u3092\u5f97\u308b\u305f\u3081\u3001\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u304c\u9577\u671f\u306b\u308f\u305f\u3063\u3066\u7372\u5f97\u3059\u308b\u91d1\u984d\u306f\u3001\u53e3\u5ea7\u306e\u7a2e\u985e\u306b\u3088\u3063\u3066\u5927\u304d\u304f\u7570\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u307e\u305f\u306f\u901a\u77e5\u9810\u91d1\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u969b\u3001\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306f\u3001\u540d\u76ee\u91d1\u5229\u3001\u8907\u5229\u8a08\u7b97\u898f\u5247\u3001\u7d50\u679c\u3068\u3057\u3066\u751f\u3058\u308b\u5e74\u7387\u5229\u56de\u308aapy\u3001\u304a\u3088\u3073\u91d1\u5229\u304c\u6bb5\u968e\u7684\u3067\u3042\u308b\u304b\u30d7\u30ed\u30e2\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308b\u304b\u3092\u8868\u793a\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u6bd4\u8f03\u5bfe\u8c61\u304c\u5168\u56fd\u5e73\u5747\u307e\u305f\u306f\u6700\u826f\u306e\u666e\u901a\u9810\u91d1\u91d1\u5229\u3092\u53c2\u7167\u3059\u308b\u5834\u5408\u3001\u4fe1\u7528\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u51fa\u5178\u3068\u65e5\u4ed8\u3092\u660e\u8a18\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u306f\u5229\u5b50\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc\u304c\u542b\u307e\u308c\u3066\u304a\u308a\u3001\u521d\u671f\u9810\u91d1\u3068\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u5b9a\u671f\u7684\u306b\u4e0a\u4e57\u305b\u3055\u308c\u308b\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u306e\u5229\u56de\u308a\u3092\u4e88\u6e2c\u3057\u307e\u3059\u3002\u3053\u306e\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc\u306f\u3001\u9867\u5ba2\u304c\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u306e\u5229\u56de\u308a\u3092\u9577\u671f\u7684\u306b\u78ba\u8a8d\u3057\u305f\u308a\u3001\u53e3\u5ea7\u306e\u7a2e\u985e\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u5229\u56de\u308a\u3092\u78ba\u8a8d\u3057\u305f\u308a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u8907\u6570\u306e\u901a\u8ca8\u3001\u91d1\u5229\u968e\u5c64\u3001\u968e\u5c64\u5316\u3055\u308c\u305f\u6b8b\u9ad8\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u9867\u5ba2\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u8a18\u9332\u306e\u4e00\u90e8\u3068\u306a\u308b1\u30da\u30fc\u30b8\u306ePDF\u3092\u51fa\u529b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-bank-account-is-your-relationship-model-crystal-clear-from-booking-centre-to-mobile-app\">\u9280\u884c\u53e3\u5ea7 - \u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u304b\u3089\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u307e\u3067\u306e\u95a2\u4fc2\u30e2\u30c7\u30eb\u306f\u660e\u78ba\u3067\u3059\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u53e3\u5ea7\u3068\u3044\u3046\u8a00\u8449\u306b\u306f\u3001\u6c7a\u6e08\u53e3\u5ea7\u3001\u5f53\u5ea7\u9810\u91d1\u3001\u8caf\u84c4\u5546\u54c1\u3001\u5834\u5408\u306b\u3088\u3063\u3066\u306f\u8cc7\u91d1\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u542b\u307e\u308c\u308b\u3002\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u3084\u30de\u30cd\u30fc\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u53e3\u5ea7\u306a\u3069\u306e\u9810\u91d1\u53e3\u5ea7\u3092\u542b\u3080\u9280\u884c\u53e3\u5ea7\u306f\u3001\u6642\u306b\u9280\u884c\u53e3\u5ea7\u89e3\u7d04\u306e\u3088\u3046\u306a\u6163\u884c\u306e\u5bfe\u8c61\u3068\u306a\u308a\u3001\u9867\u5ba2\u3068\u91d1\u878d\u6a5f\u95a2\u306e\u53cc\u65b9\u306b\u30ea\u30b9\u30af\u3068\u5f71\u97ff\u3092\u53ca\u307c\u3059\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u6cd5\u4eba\u683c\u3001\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u3001\u5229\u7528\u53ef\u80fd\u306a\u30c1\u30e3\u30cd\u30eb\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u5f8c\u3005\u306e\u8aa4\u89e3\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u305d\u306e\u305f\u3081\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u306f\u3001\u53e3\u5ea7\u306e\u4e88\u7d04\u5148\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3084\u30e2\u30d0\u30a4\u30eb\u30fb\u30a2\u30d7\u30ea\u3092\u901a\u3058\u305f\u9867\u5ba2\u306e\u64cd\u4f5c\u65b9\u6cd5\u3001\u9867\u5ba2\u304c\u30ea\u30e2\u30fc\u30c8\u3067\u5b89\u5168\u306b\u53e3\u5ea7\u3092\u7ba1\u7406\u3067\u304d\u308b\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30a2\u30af\u30bb\u30b9\u306e\u91cd\u8981\u6027\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u72b6\u6cc1\u3067\u306e\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u65b9\u6cd5\u306a\u3069\u3092\u793a\u3059\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30ed\u30fc\u306f\u3001\u9069\u683c\u6027\u3001\u672c\u4eba\u78ba\u8a8d\u3001\u30c7\u30fc\u30bf\u53d6\u5f97\u3001\u66f8\u985e\u4ea4\u4ed8\u3001\u96fb\u5b50\u7f72\u540d\u3001\u627f\u8a8d\u3001\u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30b7\u30e7\u30f3\u3068\u3044\u3046\u660e\u78ba\u306a\u5f27\u3092\u63cf\u304f\u3079\u304d\u3067\u3042\u308b\u3002\u9867\u5ba2\u306f\u3001\u65b0\u3057\u3044\u30a2\u30ab\u30a6\u30f3\u30c8\u304c\u7f72\u540d\u5f8c\u3059\u3050\u306b\u5b8c\u5168\u306b\u4f7f\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u8ffd\u52a0\u306e\u5be9\u67fb\u304c\u5fc5\u8981\u306a\u306e\u304b\u3092\u77e5\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u30b9\u30c6\u30fc\u30bf\u30b9\u304c\u8868\u793a\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306f\u3069\u306e\u30b9\u30c6\u30c3\u30d7\u304c\u9032\u884c\u4e2d\u304b\u3092\u78ba\u8a8d\u3067\u304d\u308b\u305f\u3081\u3001\u30b5\u30dd\u30fc\u30c8\u30b3\u30fc\u30eb\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30bb\u30fc\u30d6\uff06\u30ec\u30b8\u30e5\u30fc\u30e0\u3001\u30d0\u30f3\u30ab\u30fc\u652f\u63f4\u306e\u305f\u3081\u306e\u526f\u64cd\u7e26\u58eb\u6a5f\u80fd\u3001\u53b3\u683c\u306a\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u8abf\u6574\u3057\u307e\u3059\u3002\u9867\u5ba2\u304c\u8abf\u67fb\u306e\u4e00\u74b0\u3068\u3057\u3066\u3001\u9280\u884c\u3084\u4fe1\u7528\u7d44\u5408\u3001\u9280\u884c\u3084\u4fe1\u7528\u7d44\u5408\u3001\u4fe1\u7528\u7d44\u5408\u3001\u5168\u56fd\u4fe1\u7528\u7d44\u5408\u7ba1\u7406\u6a5f\u95a2\u3001\u4f1a\u54e1FDIC\u306b\u3064\u3044\u3066\u5c0b\u306d\u308b\u5834\u5408\u3001\u4e2d\u7acb\u7684\u306a\u77ed\u3044\u6587\u7ae0\u3067\u3001\u73fe\u5728\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u30e8\u30fc\u30ed\u30c3\u30d1\u3068\u30b9\u30a4\u30b9\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u3082\u306e\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u306a\u304c\u3089\u3001\u305d\u308c\u3089\u3092\u5916\u90e8\u306e\u5236\u5ea6\u7684\u80cc\u666f\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u5f8c\u3001\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306f\u6bd4\u8f03\u306b\u3053\u3060\u308f\u308b\u3053\u3068\u306a\u304f\u3001\u5730\u57df\u306e\u67a0\u7d44\u307f\u3068\u4fdd\u8b77\u306b\u623b\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-minimum-balance-requirement-smart-incentive-or-silent-churn-machine\">\u6700\u4f4e\u6b8b\u9ad8\u8981\u4ef6 - \u8ce2\u3044\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u304b\u3001\u7121\u8a00\u306e\u89e3\u7d04\u30de\u30b7\u30f3\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u4f4e\u6b8b\u9ad8\u57fa\u6e96\u5024\u306f\u3001\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u3068\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u30b3\u30b9\u30c8\u3092\u6574\u5408\u3055\u305b\u308b\u305f\u3081\u306b\u6709\u7528\u3067\u3042 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class=\"wp-block-paragraph\">\u95be\u5024\u304c\u7279\u5b9a\u306e\u5546\u54c1\u3084\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u9069\u683c\u6027\u306b\u3082\u9069\u7528\u3055\u308c\u308b\u5834\u5408\u3001\u30eb\u30fc\u30eb\u30fb\u30a8\u30f3\u30b8\u30f3\u306f\u4e0d\u9069\u683c\u306a\u30aa\u30d7\u30b7 \u30e7\u30f3\u304c\u8868\u793a\u3055\u308c\u308b\u306e\u3092\u9632\u3050\u3079\u304d\u3067\u3042\u308b\u3002\u95be\u5024\u304c\u52a9\u8a00\u7684\u306a\u3082\u306e\u3067\u3042\u308b\u5834\u5408\u3001\u305d\u306e\u6587\u8a00\u306f\u66d6\u6627\u3067\u3042\u3063\u3066\u306f\u306a\u3089\u305a\u3001\u307e\u305f\u5727\u529b\u3092\u304b\u3051\u308b\u3082\u306e\u3067\u3042\u3063\u3066\u306f\u306a\u3089\u306a\u3044\u3002\u5b9f\u4f8b\u306f\u3001\u624b\u6570\u6599\u304c\u30b9\u30c6\u30fc\u30c8\u30e1\u30f3\u30c8\u30fb\u30b5\u30a4\u30af\u30eb\u3068\u3069\u306e\u3088\u3046\u306b\u76f8\u4e92\u4f5c\u7528\u3059\u308b\u304b\u3092\u793a\u3059\u305f\u3081\u3001\u4e00\u822c\u7684\u306a\u8a18\u8ff0\u3088\u308a\u3082\u52b9\u679c\u7684\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u95be\u5024\u3092\u4e8b\u5f8c\u30c1\u30a7\u30c3\u30af\u3067\u306f\u306a\u304f\u8a2d\u5b9a\u3068\u3057\u3066\u5b9f\u65bd\u3057\u307e\u3059\u3002\u3057\u304d\u3044\u5024\u3092\u624b\u6570\u6599\u30d1\u30cd\u30eb\u306b\u5165\u529b\u3059\u308b\u3053\u3068\u3067\u3001\u6bce\u6708\u306e\u624b\u6570\u6599\u306e\u5f71\u97ff\u3092\u9867\u5ba2\u304c\u624b\u7d9a\u304d\u3092\u9032\u3081\u308b\u524d\u306b\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u6b63\u78ba\u306a\u30ed\u30b8\u30c3\u30af\u3068\u30d0\u30fc\u30b8\u30e7\u30f3\u304c\u6709\u52b9\u306a\u72b6\u614b\u3067\u9867\u5ba2\u306e\u627f\u8a8d\u304c\u4fdd\u5b58\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-money-market-account-deposit-convenience-or-fund-complexity-which-story-are-you-telling\">\u30de\u30cd\u30fc\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u53e3\u5ea7 - \u9810\u91d1\u306e\u5229\u4fbf\u6027\u3068\u8cc7\u91d1\u306e\u8907\u96d1\u3055\u3001\u3042\u306a\u305f\u306f\u3069\u3061\u3089\u306e\u8a71\u3092\u3057\u307e\u3059\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u30de\u30cd\u30fc\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u53e3\u5ea7\u3068\u3044\u3046\u7528\u8a9e\u306f\u3001\u9810\u91d1\u5546\u54c1\u3092\u6307\u3059\u5834\u5408\u3068\u3001UCITS\u30de\u30cd\u30fc\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30d5\u30a1\u30f3\u30c9\u306e\u3088\u3046\u306a\u6295\u8cc7\u5546\u54c1\u3092\u6307\u3059\u5834\u5408\u304c\u3042\u308b\u3002\u6295\u8cc7\u5546\u54c1\u306f\u3001PRIIPs\u306e\u4e3b\u8981\u60c5\u5831\u6587\u66f8\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30c1\u30a7\u30c3\u30af\u3001\u9069\u5207\u6027\u307e\u305f\u306f\u9069\u5408\u6027\u8a55\u4fa1\u3001\u304a\u3088\u3073\u7570\u306a\u308b\u30ea\u30b9\u30af\u8aac\u660e\u304c\u5fc5\u8981\u3067\u3042\u308b\u305f\u3081\u3001\u3053\u306e\u533a\u5225\u306f\u91cd\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u69cb\u6210\u304c\u63d0\u4f9b\u3055\u308c\u3066\u3044\u308b\u304b\u3092\u691c\u51fa\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u9810\u91d1\u3067\u3042\u308c\u3070\u3001\u5229\u606f\u306e\u4ed8\u4e0e\u3001\u901a\u77e5\u671f\u9593\u3001\u6700\u4f4e\u9810\u91d1\u8981\u4ef6\u306a\u3069\u3001\u9810\u91d1\u306b\u7279\u5316\u3057\u305f\u6587\u8a00\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u30de\u30cd\u30fc\u30de\u30fc\u30b1\u30c3\u30c8\u53e3\u5ea7\u306e\u4e2d\u306b\u306f\u3001\u30c7\u30d3\u30c3\u30c8\u30ab\u30fc\u30c9\u3084\u5c0f\u5207\u624b\u632f\u51fa\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3001\u8cc7\u91d1\u3078\u306e\u4fbf\u5229\u306a\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3082\u306e\u3082\u3042\u308b\u3002\u30de\u30cd\u30fc\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30d5\u30a1\u30f3\u30c9\u306e\u5834\u5408\u3001\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306f\u9867\u5ba2\u306e\u8a00\u8a9e\u3067KID\u3092\u63d0\u4f9b\u3057\u3001\u6c7a\u6e08\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3068\u5206\u914d\u65b9\u91dd\u3092\u793a\u3057\u3001\u52a0\u5165\u524d\u306b\u9069\u5207\u306a\u78ba\u8a8d\u66f8\u3092\u53ce\u96c6\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u88fd\u54c1\u306e\u30e1\u30bf\u30c7\u30fc\u30bf\u3092\u6dfb\u4ed8\u3057\u3001\u6b63\u3057\u3044\u52d5\u4f5c\u3092\u4fc3\u3057\u307e\u3059\u3002\u9069\u5207\u306a\u6587\u66f8\u304c\u9069\u5207\u306a\u6642\u9593\u306b\u914d\u4fe1\u3055\u308c\u3001\u8a00\u8a9e\u304c\u78ba\u8a8d\u3055\u308c\u3001\u78ba\u8a8d\u306e\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u304c\u8a18\u9332\u3055\u308c\u307e\u3059\u3002\u307e\u305f\u3001MiFID II\u306e\u30d7\u30ed\u30c0\u30af\u30c8\u30fb\u30ac\u30d0\u30ca\u30f3\u30b9\u306e\u3082\u3068\u3001\u30cd\u30ac\u30c6\u30a3\u30d6\u30fb\u30bf\u30fc\u30b2\u30c3\u30c8\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u57fa\u6e96\u304c\u6e80\u305f\u3055\u308c\u305f\u5834\u5408\u3001\u53d6\u5f15\u3092\u505c\u6b62\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-minimum-deposit-barrier-to-entry-or-signal-of-premium-service\">\u6700\u4f4e\u4fdd\u8a3c\u91d1-\u53c2\u5165\u969c\u58c1\u304b\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u30b5\u30fc\u30d3\u30b9\u306e\u30b7\u30b0\u30ca\u30eb\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e3\u5ea7\u958b\u8a2d\u306b\u5fc5\u8981\u306a\u6700\u4f4e\u9810\u91d1\u984d\u3084\u6700\u4f4e\u4fdd\u8a3c\u91d1\u3092\u5b9a\u3081\u3066\u3044\u308b\u5546\u54c1\u3082\u3042\u308a\u307e\u3059\u3002\u6700\u4f4e\u9810\u91d1\u984d\u306f\u3001\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\u969b\u306b\u9867\u5ba2\u304c\u77e5\u3063\u3066\u304a\u304f\u3079\u304d\u91cd\u8981\u306a\u8981\u7d20\u3067\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u6570\u5024\u306f\u3001\u53d7\u3051\u5165\u308c\u3089\u308c\u308b\u8cc7\u91d1\u8abf\u9054\u65b9\u6cd5\u304a\u3088\u3073\u8cc7\u91d1\u304c\u5229\u7528\u53ef\u80fd\u306b\u306a\u308b\u307e\u3067\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3068\u3068\u3082\u306b\u3001\u65e9\u671f\u306b\u8868\u793a\u3055\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u8cc7\u91d1\u304c\u5230\u7740\u3059\u308b\u524d\u306b\u6761\u4ef6\u4ed8\u304d\u3067\u627f\u8a8d\u3055\u308c\u308b\u5834\u5408\u304c\u3042\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u6700\u521d\u306b\u521d\u56de\u9810\u91d1\u3092\u5165\u91d1\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u304b\u3092\u660e\u78ba\u306b\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5b9f\u884c\u6642\u306b\u6700\u4f4e\u5165\u91d1\u984d\u3092\u78ba\u8a8d\u3057\u3001\u9867\u5ba2\u306b\u8cc7\u91d1\u8abf\u9054\u306e\u6307\u793a\u3092\u51fa\u3057\u3001\u30dd\u30ea\u30b7\u30fc\u304c\u8a31\u3059\u9650\u308a\u6761\u4ef6\u4ed8\u304d\u3067\u958b\u8a2d\u3092\u8a31\u53ef\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30eb\u30fc\u30eb\u3068\u6761\u4ef6\u306f\u30b1\u30fc\u30b9\u30fb\u30ec\u30b3\u30fc\u30c9\u306b\u8a18\u9332\u3055\u308c\u3001\u30b1\u30fc\u30b9\u304c\u8cc7\u91d1\u8abf\u9054\u30b9\u30c6\u30c3\u30d7\u3067\u505c\u6ede\u3057\u305f\u5834\u5408\u3001\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u9001\u4fe1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6700\u4f4e\u4fdd\u8a3c\u91d1\u8981\u4ef6\u304c\u30d1\u30c3\u30b1\u30fc\u30b8\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u5834\u5408\u3001\u30eb\u30fc\u30eb\u30fb\u30a8\u30f3\u30b8\u30f3\u306f\u3059\u3079\u3066\u306e\u753b\u9762\u3067\u4e00\u8cab\u3057\u305f\u30ed\u30b8\u30c3\u30af\u3092\u7dad\u6301\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-overdraft-fees-preventing-pain-proactively-or-apologising-after-the-fact\">\u5f53\u5ea7\u8cb8\u8d8a\u624b\u6570\u6599 - \u4e8b\u524d\u306b\u75db\u307f\u3092\u9632\u3050\u304b\u3001\u4e8b\u5f8c\u306b\u8b1d\u7f6a\u3059\u308b\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u5ea7\u8cb8\u8d8a\u306f\u3001\u652f\u6255\u984d\u304c\u624b\u5143\u8cc7\u91d1\u3092\u4e0a\u56de\u3063\u305f\u5834\u5408\u306b\u767a\u751f\u3059\u308b\u3002\u30ea\u30c6\u30fc\u30eb\u5f53\u5ea7\u9810\u91d1\u3067\u306f\u3001\u5f53\u5ea7\u8cb8\u8d8a\u624b\u6570\u6599\u3068\u6599\u7387\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u30ab\u30b9\u30c8\u30c7\u30a3\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u306e\u5834\u5408\u306f\u3001\u62c5\u4fdd\u4ed8\u30ed\u30f3\u30d0\u30fc\u30c9\u5f53\u5ea7\u8cb8\u8d8a\u306e\u5f62\u3092\u3068\u308b\u3053\u3068\u304c\u591a\u3044\u3002\u3044\u305a\u308c\u306e\u30d1\u30bf\u30fc\u30f3\u3082\u3001\u614e\u91cd\u306a\u8aac\u660e\u3068\u78ba\u56fa\u3068\u3057\u305f\u540c\u610f\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u306f\u3001\u30b7\u30f3\u30d7\u30eb\u306a\u9078\u629e\u80a2\u3092\u63d0\u793a\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u30a2\u30e9\u30fc\u30c8\u306f\u4e0d\u616e\u306e\u30aa\u30fc\u30d0\u30fc\u30ed\u30fc \u30c8\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u3001\u30d0\u30c3\u30d5\u30a1\u30fc\u306f\u308f\u305a\u304b\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u306e\u4e0d\u4e00\u81f4\u3092\u5438\u53ce\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u62c5\u4fdd\u3092\u5229\u7528\u3059\u308b\u5834\u5408\u3001\u30de\u30fc\u30b8\u30f3\u30b3\u30fc\u30eb\u3084\u5f37\u5236\u58f2\u308a\u306e\u30ea\u30b9\u30af\u306b\u3064\u3044\u3066\u306f\u3001\u6697\u793a\u7684\u306a\u8868\u73fe\u3067\u306f\u306a\u304f\u3001\u9069\u5207\u306a\u8868\u73fe\u3067\u8aac\u660e\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u9867\u5ba2\u306e\u597d\u307f\u3092\u8a18\u9332\u3057\u3001\u9069\u5207\u306a\u30ea\u30b9\u30af\u8b66\u544a\u3092\u63d0\u793a\u3057\u3001eIDAS\u306b\u6e96\u62e0\u3057\u305f\u30bb\u30ec\u30e2\u30cb\u30fc\u3067\u7f72\u540d\u3092\u53ce\u96c6\u3057\u307e\u3059\u3002\u30d5\u30a3\u30fc\u30eb\u30c9\u30ec\u30d9\u30eb\u306e\u30de\u30b9\u30ad\u30f3\u30b0\u306b\u3088\u308a\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u6570\u5b57\u304c\u627f\u8a8d\u3055\u308c\u305f\u7f72\u540d\u8005\u306e\u307f\u306b\u8868\u793a\u3055\u308c\u3001\u8907\u6570\u5f53\u4e8b\u8005\u306e\u30b1\u30fc\u30b9\u3067\u3082\u6a5f\u5bc6\u6027\u304c\u4fdd\u305f\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-checking-and-savings-accounts-are-you-choreographing-cash-flow-or-creating-confusion\">\u5f53\u5ea7\u9810\u91d1\u53e3\u5ea7\u3068\u666e\u901a\u9810\u91d1\u53e3\u5ea7 - \u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u632f\u308a\u4ed8\u3051\u3057\u3066\u3044\u308b\u304b\u3001\u305d\u308c\u3068\u3082\u6df7\u4e71\u3092\u751f\u3058\u3055\u305b\u3066\u3044\u308b\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306f\u76f4\u611f\u7684\u306b\u3001\u304a\u91d1\u3092\u65e5\u5e38\u306e\u652f\u51fa\u3068\u6e96\u5099\u306b\u5206\u3051\u308b\u3002\u5f53\u5ea7\u9810\u91d1\u3084\u6c7a\u6e08\u53e3\u5ea7\u306f\u53d6\u5f15\u3092\u51e6\u7406\u3057\u3001\u666e\u901a\u9810\u91d1\u3084\u901a\u77e5\u9810\u91d1\u306f\u84c4\u3048\u3092\u5897\u3084\u3057\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u7dca\u6025\u6642\u306e\u8cc7\u91d1\u3092\u8cc4\u3046\u3002\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306f\u3053\u306e\u30e1\u30f3\u30bf\u30eb\u30fb\u30e2\u30c7\u30eb\u3092\u8a8d\u8b58\u3057\u3001\u4e21\u8005\u3092\u72ec\u7acb\u3057\u305f\u5546\u54c1\u3068\u3057\u3066\u3067\u306f\u306a\u304f\u3001\u307e\u3068\u307e\u3063\u305f\u53d6\u308a\u6c7a\u3081\u3068\u3057\u3066\u63d0\u793a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306f\u3001\u76ee\u6a19\u306b\u5408\u308f\u305b\u3066\u8907\u6570\u306e\u8caf\u84c4\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\u3053\u3068\u3092\u671b\u3080\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u6469\u64e6\u3092\u5897\u3084\u3059\u3053\u3068\u306a\u304f\u3001\u3053\u306e\u3088\u3046\u306a\u8a2d\u5b9a\u3092\u4fc3\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u307e\u305f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3084\u30e2\u30d0\u30a4\u30eb\u30fb\u30a2\u30d7\u30ea\u3092\u901a\u3058\u3066\u3001\u8cc7\u91d1\u79fb\u52d5\u3001\u8acb\u6c42\u66f8\u306e\u652f\u6255\u3044\u3001\u7a0e\u91d1\u306e\u652f\u6255\u3044\u3001\u53e3\u5ea7\u9593\u306e\u8cc7\u91d1\u79fb\u52d5\u3084\u65b0\u898f\u53e3\u5ea7\u306e\u8cc7\u91d1\u8abf\u9054\u306e\u305f\u3081\u306e\u96fb\u4fe1\u9001\u91d1\u304c\u3069\u306e\u3088\u3046\u306b\u51e6\u7406\u3055\u308c\u308b\u304b\u3001\u53d6\u5f15\u306e\u6c7a\u6e08\u306b\u4f34\u3063\u3066\u53e3\u5ea7\u6b8b\u9ad8\u304c\u3069\u306e\u3088\u3046\u306b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u66f4\u65b0\u3055\u308c\u308b\u304b\u3092\u793a\u3059\u3053\u3068\u3082\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5f53\u5ea7\u9810\u91d1\u3068\u666e\u901a\u9810\u91d1\u3092\u7d71\u5408\u3059\u308b\u30d1\u30c3\u30b1\u30fc\u30b8\u3067\u3059\u3002\u5171\u6709\u30c7\u30fc\u30bf\u306f\u4e00\u5ea6\u3060\u3051\u5165\u529b\u3055\u308c\u3001\u5358\u4e00\u306e\u7f72\u540d\u30d1\u30c3\u30af\u3067\u624b\u914d\u3092\u30ab\u30d0\u30fc\u3057\u3001\u5546\u54c1\u56fa\u6709\u306e\u6761\u4ef6\u306f\u4f9d\u7136\u3068\u3057\u3066\u6b63\u78ba\u3067\u3042\u308b\u3002\u307e\u305f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u5168\u4f53\u306e\u6bce\u6708\u306e\u624b\u6570\u6599\u306e\u3084\u308a\u53d6\u308a\u3092\u542b\u3080\u3001\u9069\u5207\u306a\u624b\u6570\u6599\u306e\u6982\u8981\u3092\u751f\u6210\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-monthly-service-fee-value-narrative-or-a-line-item-clients-will-fight\">\u6708\u3005\u306e\u30b5\u30fc\u30d3\u30b9\u6599 - \u4fa1\u5024\u3042\u308b\u8aac\u660e\u304b\u3001\u305d\u308c\u3068\u3082\u9867\u5ba2\u304c\u4e89\u3046\u3088\u3046\u306a\u9805\u76ee\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bce\u6708\u306e\u30b5\u30fc\u30d3\u30b9\u6599\u306f\u3001\u6c7a\u3057\u3066\u4e0d\u610f\u6253\u3061\u306e\u3088\u3046\u306b\u611f\u3058\u308b\u3079\u304d\u3067\u306f\u306a\u3044\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u306f\u3001\u3053\u306e\u624b\u6570\u6599\u3092\u6587\u8108\u306e\u4e2d\u306b\u4f4d\u7f6e\u3065\u3051\u3001\u305d\u306e\u6839\u62e0\u3092\u8aac\u660e\u3057\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u6b8b\u9ad8\u3001\u5546\u54c1\u4fdd\u6709\u9ad8\u3001\u307e\u305f\u306f\u30b5\u30fc\u30d3\u30b9\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u306b\u3088\u3063\u3066\u3069\u306e\u3088\u3046\u306b\u76f8\u6bba\u3067\u304d\u308b\u304b\u3092\u793a\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u3053\u306e\u8aac\u660e\u306b\u306f\u3001\u660e\u7d30\u66f8\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3067\u9867\u5ba2\u304c\u4e88\u60f3\u3059\u308b\u6b8b\u9ad8\u30d1\u30bf\u30fc\u30f3\u306b\u6cbf\u3063\u305f\u4f8b\u3092\u542b\u3081\u308b\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u9867\u5ba2\u304c\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u9078\u3076\u3068\u66f4\u65b0\u3055\u308c\u308b\u900f\u660e\u6027\u306e\u3042\u308b\u8a08\u7b97\u3092\u8868\u793a\u3057\u307e\u3059\u3002\u307e\u305f\u3001MiFID II\u3067\u8981\u6c42\u3055\u308c\u308b\u5834\u5408\u3001\u4e8b\u524d\u30b3\u30b9\u30c8\u3068\u624b\u6570\u6599\u306e\u958b\u793a\u306b\u30d1\u30fc\u30bb\u30f3\u30c6\u30fc\u30b8\u3068\u73fe\u91d1\u306e\u4e21\u65b9\u3067\u624b\u6570\u6599\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u30ed\u30b8\u30c3\u30af\u3001\u30ec\u30fc\u30c8\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u306f\u30b1\u30fc\u30b9\u306b\u56fa\u5b9a\u3055\u308c\u3001\u5f8c\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u969b\u306e\u4e0d\u78ba\u5b9f\u6027\u3092\u6392\u9664\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-high-interest-savings-accounts-are-your-tiers-a-motivator-or-a-maze\">\u9ad8\u91d1\u5229\u306e\u666e\u901a\u9810\u91d1\u53e3\u5ea7-\u305d\u306e\u968e\u5c64\u306f\u52d5\u6a5f\u3065\u3051\u304b\u8ff7\u8def\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ad8\u5229\u56de\u308a\u306e\u666e\u901a\u9810\u91d1\u3084\u9ad8\u91d1\u5229\u306e\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u306b\u9b45\u529b\u3092\u611f\u3058\u308b\u9867\u5ba2\u306f\u30012\u3064\u306e\u3053\u3068\u3092\u6c42\u3081\u3066\u3044\u308b\u3002\u660e\u78ba\u3055\u3068\u306f\u3001\u6b63\u78ba\u306a\u91d1\u5229\u3001\u968e\u5c64\u5883\u754c\u3001\u901a\u77e5\u671f\u9593\u3001\u30d7\u30ed\u30e2\u30fc\u30b7\u30e7\u30f3\u30fb\u30a6\u30a3\u30f3\u30c9\u30a6\u306e\u9069\u7528\u306e\u6709\u7121\u3092\u610f\u5473\u3059\u308b\u3002\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3068\u306f\u3001\u5b9a\u671f\u7684\u306a\u4e0a\u4e57\u305b\u3092\u8a2d\u5b9a\u3057\u305f\u308a\u3001\u8907\u6570\u306e\u76ee\u6a19\u306b\u8cc7\u91d1\u3092\u914d\u5206\u3057\u305f\u308a\u3059\u308b\u7c21\u5358\u306a\u65b9\u6cd5\u3092\u610f\u5473\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306f\u3001\u666e\u901a\u9810\u91d1\u91d1\u5229\u3001\u5e74\u7387\u5229\u56de\u308a\u3001AER\u306a\u3069\u306e\u7528\u8a9e\u3092\u8abf\u6574\u3057\u3001\u4f8b\u793a\u306e\u5229\u56de\u308a\u3092\u751f\u307f\u51fa\u3059\u524d\u63d0\u6761\u4ef6\u3068\u3068\u3082\u306b\u666e\u901a\u9810\u91d1\u91d1\u5229\u3092\u63d0\u793a\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u6bd4\u8f03\u5bfe\u8c61\u304c\u5168\u56fd\u5e73\u5747\u3084\u6700\u9ad8\u306e\u666e\u901a\u9810\u91d1\u91d1\u5229\u3092\u53c2\u7167\u3059\u308b\u5834\u5408\u306f\u3001\u51fa\u5178\u3068\u65e5\u4ed8\u3092\u660e\u793a\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30ec\u30fc\u30c8\u8868\u3092\u4f5c\u6210\u3057\u3001\u6642\u9593\u306e\u7d4c\u904e\u3068\u3068\u3082\u306b\u6b8b\u9ad8\u3092\u4e88\u6e2c\u3057\u307e\u3059\u3002\u30aa\u30f3\u30e9\u30a4\u30f3\u8caf\u84c4\u53e3\u5ea7\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3092\u7c21\u5358\u306b\u51e6\u7406\u3057\u3001\u5225\u3005\u306e\u76ee\u6a19\u306e\u305f\u3081\u306b\u8907\u6570\u306e\u8caf\u84c4\u53e3\u5ea7\u306e\u4f5c\u6210\u3092\u63d0\u6848\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u5358\u4e00\u306e\u9810\u91d1\u53e3\u5ea7\u3068\u30b5\u30d6\u53e3\u5ea7\u306e\u7d44\u307f\u5408\u308f\u305b\u3092\u5e0c\u671b\u3059\u308b\u9867\u5ba2\u306b\u306f\u3001\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u305d\u306e\u69cb\u9020\u3092\u66f8\u985e\u3084\u660e\u7d30\u66f8\u306b\u53cd\u6620\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-joint-checking-account-streamlined-co-ownership-or-a-compliance-quagmire\">\u5171\u540c\u5f53\u5ea7\u9810\u91d1 - \u52b9\u7387\u7684\u306a\u5171\u540c\u6240\u6709\u304b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u6ce5\u6cbc\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5171\u540c\u53e3\u5ea7\u3067\u306f\u3001\u5171\u540c\u7533\u8acb\u8005\u3001\u7f72\u540d\u6a29\u9650\u3001\u5b88\u79d8\u7fa9\u52d9\u306e\u5883\u754c\u304c\u5c0e\u5165\u3055\u308c\u308b\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u306f\u3001\u5404\u5f53\u4e8b\u8005\u306e\u8eab\u5143\u3068KYC\u3092\u628a\u63e1\u3057\u3001\u7f72\u540d\u9806\u5e8f\u3092\u63d0\u793a\u3057\u3001\u660e\u7d30\u66f8\u306e\u5b9b\u5148\u3092\u660e\u8a18\u3057\u3001\u5f53\u4e8b\u8005\u306e\u4e00\u65b9\u304c\u7d0d\u7a0e\u5730\u3084\u6cd5\u7684\u5730\u4f4d\u3092\u5909\u66f4\u3057\u305f\u5834\u5408\u306b\u4f55\u304c\u5909\u308f\u308b\u304b\u3092\u8aac\u660e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5171\u540c\u53e3\u5ea7\u3092\u8caf\u84c4\u3084\u30de\u30cd\u30fc\u30de\u30fc\u30b1\u30c3\u30c8\u3068\u7d44\u307f\u5408\u308f\u305b\u308b\u5834\u5408\u3001\u6240\u6709\u6a29\u306e\u9078\u629e\u80a2\u3092\u660e\u78ba\u306b\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u3059\u3079\u3066\u3092\u5171\u540c\u3067\u7ba1\u7406\u3057\u305f\u3044\u4e16\u5e2f\u3082\u3042\u308c\u3070\u3001\u500b\u5225\u306e\u8caf\u84c4\u306e\u53d6\u308a\u6c7a\u3081\u3092\u597d\u3080\u4e16\u5e2f\u3082\u3042\u308b\u3002\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306f\u3001\u5bc6\u306a\u6cd5\u5f8b\u306e\u6587\u7ae0\u306b\u983c\u308b\u3053\u3068\u306a\u304f\u3001\u4e21\u65b9\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u793a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u4e26\u5217\u306e\u672c\u4eba\u78ba\u8a8d\u3001\u540c\u6642\u9032\u884c\u306e\u30d5\u30a9\u30fc\u30e0\u5165\u529b\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30d5\u30a3\u30fc\u30eb\u30c9\u30de\u30b9\u30ad\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u5404\u5f53\u4e8b\u8005\u304c\u95a2\u9023\u6027\u306e\u3042\u308b\u3082\u306e\u3060\u3051\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u59d4\u4efb\u72b6\u3001\u53d6\u7de0\u5f79\u4f1a\u6c7a\u8b70\u3001\u59d4\u4efb\u6587\u8a00\u306f\u3001\u6c11\u6cd5\u3084\u30b3\u30e2\u30f3\u30ed\u30fc\u306e\u6587\u8108\u306b\u5408\u308f\u305b\u3066\u8abf\u6574\u3055\u308c\u305f\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3067\u7ba1\u7406\u3055\u308c\u3001\u96fb\u5b50\u7f72\u540d\u306f\u91d1\u878d\u6a5f\u95a2\u306eeIDAS\u30dd\u30ea\u30b7\u30fc\u306b\u9069\u5408\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\">MiFID II\u3068LSFin\u306f\u3001\u3053\u306e\u9053\u7a0b\u3092\u652f\u3048\u308b\u898f\u5236\u306e\u80cc\u9aa8\u3067\u3042\u308b\u3002\u8907\u96d1\u306a\u5546\u54c1\u3092\u57f7\u884c\u306e\u307f\u3067\u8ca9\u58f2\u3059\u308b\u5834\u5408\u306e\u9069\u5207\u6027\u3068\u3001\u52a9\u8a00\u4ed8\u304d\u307e\u305f\u306f\u4e00\u4efb\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u306e\u9069\u5408\u6027\u306b\u306f\u3001\u4f53\u7cfb\u7684\u306a\u8cea\u554f\u3068\u308f\u304b\u308a\u3084\u3059\u3044\u8aac\u660e\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u5546\u54c1\u30ac\u30d0\u30ca\u30f3\u30b9\u3068\u30bf\u30fc\u30b2\u30c3\u30c8\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30c1\u30a7\u30c3\u30af\u306f\u3001\u5546\u54c1\u304c\u9069\u5207\u306a\u6295\u8cc7\u5bb6\u306b\u8ca9\u58f2\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u3002\u30b3\u30b9\u30c8\u3068\u624b\u6570\u6599\u306f\u3001\u4e8b\u524d\u306b\u306f\u30d1\u30fc\u30bb\u30f3\u30c6\u30fc\u30b8\u3068\u73fe\u91d1\u30d9\u30fc\u30b9\u3067\u958b\u793a\u3057\u3001\u4e8b\u5f8c\u306b\u306f\u6bce\u5e74\u5831\u544a\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30b9\u30a4\u30b9\u3067\u306f\u3001LSFin\u304c\u540c\u69d8\u306e\u7fa9\u52d9\u3092\u8ab2\u3057\u3066\u304a\u308a\u3001\u9867\u5ba2\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u500b\u4eba\u9867\u5ba2\u3078\u306e\u4e3b\u8981\u60c5\u5831\u6587\u66f8\u306e\u4ea4\u4ed8\u3001\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u6587\u66f8\u5316\u306a\u3069\u3092\u884c\u3063\u3066\u3044\u308b\u3002InvestGlass\u306f\u3001\u8a2d\u5b9a\u53ef\u80fd\u306a\u8cea\u554f\u7968\u3001\u9867\u5ba2\u306e\u8a00\u8a9e\u306b\u3088\u308b\u6587\u66f8\u4ea4\u4ed8\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u3092\u56fa\u5b9a\u3057\u305f\u9069\u5408\u6027\u5831\u544a\u66f8\u3001\u5426\u5b9a\u7684\u306a\u5bfe\u8c61\u5e02\u5834\u304c\u4fb5\u5bb3\u3055\u308c\u308b\u5834\u5408\u306e\u30eb\u30fc\u30eb\u99c6\u52d5\u578b\u30d6\u30ed\u30c3\u30af\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u7fa9\u52d9\u3092\u5b9f\u65bd\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-heading\" id=\"h-the-account-opening-process-from-first-click-to-first-transaction-what-s-the-real-journey\">\u53e3\u5ea7\u958b\u8a2d\u306e\u30d7\u30ed\u30bb\u30b9 - \u6700\u521d\u306e\u30af\u30ea\u30c3\u30af\u304b\u3089\u6700\u521d\u306e\u53d6\u5f15\u307e\u3067\u3001\u5b9f\u969b\u306e\u3068\u3053\u308d\u3069\u3046\u306a\u306e\u304b\uff1f<\/h2>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u627f\u8a8d\u306f\u696d\u52d9\u30e2\u30c7\u30eb\u3092\u53cd\u6620\u3055\u305b\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u30d5\u30a3\u30fc\u30eb\u30c9\u30fb\u30ec\u30d9\u30eb\u306e\u627f\u8a8d\u306f\u3001\u5bcc\u306e\u6e90\u6cc9\u306e\u30ca\u30e9\u30c6\u30a3\u30d6\u3084\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u306e\u30de\u30c3\u30c1\u30f3\u30b0\u306a \u3069\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u8981\u7d20\u306b\u9069\u3057\u3066\u3044\u308b\u3002\u30d1\u30c3\u30b1\u30fc\u30b8\u30fb\u30ec\u30d9\u30eb\u306e\u627f\u8a8d\u306f\u30d3\u30b8\u30cd\u30b9\u30fb\u30a2\u30af\u30bb\u30d7\u30bf\u30f3\u30b9\u306b\u9069\u3057\u3066\u3044\u308b\u3002\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u901a\u5e38\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u7a0e\u52d9\u3001\u30d6\u30c3\u30ad\u30f3\u30b0\u30bb\u30f3\u30bf\u30fc\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u3092\u7d4c\u7531\u3057\u3001\u30bf\u30a4\u30de\u30fc\u3068\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u3067\u52e2\u3044\u3092\u7dad\u6301\u3057\u307e\u3059\u3002InvestGlass\u306f\u5168\u3066\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u306b\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3092\u4ed8\u3051\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u3092\u30d4\u30f3\u7559\u3081\u3057\u3001\u4e8b\u5f8c\u8abf\u67fb\u3092\u6e1b\u3089\u3059\u660e\u78ba\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-crm-synchronisation-and-downstream-systems\">\u30c7\u30fc\u30bf\u3001CRM\u540c\u671f\u3001\u4e0b\u6d41\u30b7\u30b9\u30c6\u30e0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c7\u30fc\u30bf\u306f\u4fe1\u983c\u6027\u304c\u9ad8\u304f\u3001\u518d\u5229\u7528\u53ef\u80fd\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u500b\u4eba\u3001\u53e3\u5ea7\u3001\u77e5\u8b58\u30fb\u7d4c\u9a13\u3001\u30cb\u30fc\u30ba\u3001\u540c\u610f\u3001\u9069\u5408\u6027\u7d50\u679c\u3001\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u306b\u3064\u3044\u3066\u3001\u6a19\u6e96\u7684\u306aJSON\u30b9\u30ad\u30fc\u30de\u3092\u5b9a\u7fa9\u3059\u308b\u3002CRM\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u304c\u4e00\u8cab\u3057\u305f\u30da\u30a4\u30ed\u30fc\u30c9\u3092\u53d7\u4fe1\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u30a4\u30d9\u30f3\u30c8\u99c6\u52d5\u578b\u306e\u30a6\u30a7\u30d6\u30d5\u30c3\u30af\u3092\u4f7f\u7528\u3059\u308b\u3002\u30b9\u30ad\u30fc\u30de\u691c\u8a3c\u3068\u518d\u8a66\u884c\u3092\u5b9f\u65bd\u3057\u3001\u56de\u5fa9\u529b\u3092\u9ad8\u3081\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306b\u95a2\u3059\u308b\u7fa9\u52d9\u306f\u3001\u660e\u793a\u7684\u3067\u304d\u3081\u7d30\u304b\u306a\u540c\u610f\u3001\u30c7\u30fc\u30bf\u306e\u6700\u5c0f\u5316\u3001\u4fdd\u6301\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3001\u9069\u5207\u306a\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u3092\u8981\u6c42\u3057\u307e\u3059\u3002InvestGlass\u306f\u3001\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u4ed8\u304d\u306e\u540c\u610f\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3001\u30d5\u30a3\u30fc\u30eb\u30c9\u30ec\u30d9\u30eb\u306e\u6697\u53f7\u5316\u3001\u30ed\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3001EU\u3084\u30b9\u30a4\u30b9\u306e\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u3092\u6e80\u305f\u3059\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30d1\u30bf\u30fc\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-simulators-and-clarity-tools-that-reduce-abandonment\">\u653e\u68c4\u3092\u6e1b\u3089\u3059\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc\u3068\u660e\u5feb\u306a\u30c4\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u77ed\u6642\u9593\u3067\u96c6\u4e2d\u7684\u306a\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc\u306f\u3001\u5727\u5012\u3059\u308b\u3053\u3068\u306a\u304f\u6559\u80b2\u3057\u307e\u3059\u3002\u9069\u5408\u6027\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc\u306f\u3001\u7570\u306a\u308b\u30ea\u30b9\u30af\u30fb\u30ec\u30d9\u30eb\u306b\u304a\u3044\u3066\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3\u304c\u3069\u306e\u3088\u3046\u306b\u611f\u3058\u3089\u308c\u308b\u304b\u3092\u9867\u5ba2\u304c\u78ba\u8a8d\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u30b3\u30b9\u30c8\u3068\u624b\u6570\u6599\u306e\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc\u306f\u3001\u4e8b\u524d\u306e\u5408\u8a08\u3092\u900f\u660e\u306b\u8868\u793a\u3057\u307e\u3059\u3002\u91d1\u5229\u8a08\u7b97\u30c4\u30fc\u30eb\u306f\u3001\u91d1\u5229\u3001\u968e\u5c64\u3001\u8907\u5229\u8a08\u7b97\u304c\u3001\u9867\u5ba2\u304c\u7d4c\u9a13\u3059\u308b\u5e74\u7387\u5229\u56de\u308a\uff08AER\uff09\u3092\u3069\u306e\u3088\u3046\u306b\u751f\u307f\u51fa\u3059\u304b\u3092\u793a\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306f\u4e0d\u78ba\u5b9f\u6027\u3092\u6e1b\u3089\u3057\u3001\u5b8c\u6e08\u7387\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc\u3092\u30d5\u30ed\u30fc\u306b\u76f4\u63a5\u7d71\u5408\u3057\u3001\u30b9\u30ca\u30c3\u30d7\u30b7\u30e7\u30c3\u30c8\u3092\u30a2\u30c9\u30d0\u30a4\u30b9\u8a18\u9332\u306e\u4e00\u90e8\u3068\u3057\u3066\u4fdd\u5b58\u3057\u3001\u30d0\u30f3\u30ab\u30fc\u304c\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30fb\u30c7\u30a3\u30b9\u30ab\u30c3\u30b7\u30e7\u30f3\u306e\u969b\u306b\u5229\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u660e\u78ba\u306a\u30c4\u30fc\u30eb\u30c1\u30c3\u30d7\u306f\u3001\u5f62\u5f0f\u7684\u306a\u6b63\u78ba\u3055\u3092\u4fdd\u3061\u306a\u304c\u3089\u3001\u5c02\u9580\u7528\u8a9e\u306e\u5fc5\u8981\u6027\u3092\u6e1b\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reporting-and-continuous-improvement\">\u5831\u544a\u3068\u7d99\u7d9a\u7684\u6539\u5584<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a1\u30cd\u30eb\u5168\u4f53\u3092\u6e2c\u5b9a\uff1a\u958b\u59cb\u3001\u672c\u4eba\u78ba\u8a8d\u3001\u66f8\u985e\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u5b8c\u4e86\u3001\u7f72\u540d\u306e\u53ce\u96c6\u3001\u627f\u8a8d\u3001\u53e3\u5ea7\u3078\u306e\u5165\u91d1\u3001\u6700\u521d\u306e\u53d6\u5f15\u3002\u56fd\u5225\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u3001\u30c7\u30d0\u30a4\u30b9\u5225\u3001\u7d39\u4ecb\u8005\u5225\u3001\u30c1\u30fc\u30e0\u5225\u3001\u30d5\u30a9\u30fc\u30e0\u30bf\u30a4\u30d7\u5225\u3001\u627f\u8a8d\u8005\u30b0\u30eb\u30fc\u30d7\u5225\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30d1\u30b9\u5225\u306b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u30b9\u30e9\u30a4\u30b9\u3057\u307e\u3059\u3002\u9806\u5e8f\u304c\u6b63\u3057\u304f\u306a\u3044\u7406\u7531\u3092\u5206\u985e\u3057\u3001\u4e0a\u4f4d\u306e\u8981\u56e0\u3092\u6700\u521d\u306b\u4fee\u6b63\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u63d0\u4f9b\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u305f\u3081\u306b\u30c7\u30fc\u30bf\u3092\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u6bce\u9031\u306e\u30c7\u30b6\u30a4\u30f3\u6a29\u9650\u8005\u304c\u6307\u6a19\u3092\u78ba\u8a8d\u3057\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u5909\u66f4\u3092\u6c7a\u5b9a\u3057\u3001\u7ba1\u7406\u3055\u308c\u305f\u30ea\u30ea\u30fc\u30b9\u3092\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3059\u308b\u3053\u3068\u3067\u3001\u65c5\u306f\u7740\u5b9f\u306b\u6539\u5584\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-opening-for-digital-banks-and-applications\">\u30c7\u30b8\u30bf\u30eb\u9280\u884c\u3068\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30fc\u30d7\u30cb\u30f3\u30b0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30d0\u30f3\u30af\u3068\u5b8c\u5168\u30c7\u30b8\u30bf\u30eb\u8a3c\u5238\u4f1a\u793e\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u4e00\u679a\u5ca9\u3067\u306f\u306a\u304f\u3001\u30b5\u30fc\u30d3\u30b9\u306e\u30b3\u30f3\u30b9\u30c6\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u3057\u3066\u6271\u3046\u3053\u3068\u3067\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30e2\u30d0\u30a4\u30eb\u30fb\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9069\u683c\u6027\u78ba\u8a8d\u304b\u3089\u59cb\u307e\u308a\u3001\u8a31\u53ef\u3055\u308c\u305f\u672c\u4eba\u78ba\u8a8d\u65b9\u6cd5\u3078\u3068\u9032\u307f\u3001\u4f1a\u8a71\u5f62\u5f0f\u3067\u5fc5\u8981\u306a\u30c7\u30fc\u30bf\u306e\u307f\u3092\u53d6\u5f97\u3057\u3001\u5a49\u66f2\u7684\u306a\u8868\u73fe\u306a\u3057\u306b\u624b\u6570\u6599\u3084\u7279\u5178\u3092\u63d0\u793a\u3057\u3001\u7ba1\u7406\u3055\u308c\u305f\u6587\u66f8\u3092\u30a2\u30d7\u30ea\u5185\u3067\u914d\u4fe1\u3057\u3001eIDAS\u6a19\u6e96\u306b\u9069\u5408\u3057\u305f\u96fb\u5b50\u7f72\u540d\u30bb\u30ec\u30e2\u30cb\u30fc\u3092\u5b9f\u884c\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e9\u30a4\u30d6\u30b9\u30c6\u30fc\u30bf\u30b9\u30d3\u30e5\u30fc\u306f\u3001\u627f\u8a8d\u7d4c\u8def\u3092\u53ef\u8996\u5316\u3059\u308b\u3053\u3068\u3067\u30b5\u30dd\u30fc\u30c8\u30b3\u30fc\u30eb\u3092\u6e1b\u3089\u3059\u3002\u30a2\u30d7\u30ea\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u5225\u306e\u30c7\u30d0\u30a4\u30b9\u3067\u518d\u958b\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3001\u5404\u30b9\u30c6\u30fc\u30b8\u3067\u8ce2\u660e\u306a\u6642\u9593\u306e\u898b\u7a4d\u3082\u308a\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u53e3\u5ea7\u304c\u30a2\u30af\u30c6\u30a3\u30d6\u306b\u306a\u308c\u3070\u3001\u53e3\u5ea7\u6b8b\u9ad8\u3092\u5373\u5ea7\u306b\u78ba\u8a8d\u3057\u306a\u304c\u3089\u3001\u8cc7\u91d1\u79fb\u52d5\u3001\u8acb\u6c42\u66f8\u306e\u652f\u6255\u3044\u3001\u7a0e\u91d1\u306e\u652f\u6255\u3044\u306a\u3069\u306e\u30b7\u30f3\u30d7\u30eb\u306a\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u30e2\u30d0\u30a4\u30eb\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30a2\u30d7\u30ea\u306e\u5229\u7528\u306f\u3001\u53e3\u5ea7\u7ba1\u7406\u3001\u8cc7\u91d1\u79fb\u52d5\u3001\u305d\u3057\u3066\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u304b\u3089\u76f4\u63a5\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b5\u30fc\u30d3\u30b9\u306b\u5b89\u5168\u304b\u3064\u4fbf\u5229\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5546\u54c1\u9069\u683c\u6027\u3001KYC\u958b\u59cb\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u30d1\u30c3\u30af\u3001\u7f72\u540d\u306e\u305f\u3081\u306eAPI\u3092\u516c\u958b\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u3053\u308c\u3092\u5f8c\u62bc\u3057\u3057\u307e\u3059\u3002\u30b3\u30f3\u30c6\u30f3\u30c4\u30d6\u30ed\u30c3\u30af\u306f\u3001\u30ed\u30b8\u30c3\u30af\u3092\u5909\u66f4\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u3092\u6539\u5584\u3059\u308b\u305f\u3081\u306b\u30d0\u30ea\u30a2\u30f3\u30c8\u30c6\u30b9\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u304c\u30aa\u30f3\u30e9\u30a4\u30f3\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\u5834\u5408\u3001\u30a2\u30d7\u30ea\u306f\u91d1\u5229\u3001\u4f8b\u793a\u7684\u306a\u5e74\u7387\u5229\u56de\u308a\u3001\u958b\u8a2d\u306e\u305f\u3081\u306e\u6700\u4f4e\u9810\u91d1\u984d\u3092\u8868\u793a\u3067\u304d\u307e\u3059\u3002\u5f53\u5ea7\u9810\u91d1\u53e3\u5ea7\u306e\u5834\u5408\u3001\u30a2\u30d7\u30ea\u306f\u6708\u984d\u624b\u6570\u6599\u3001\u5f53\u5ea7\u8cb8\u8d8a\u9632\u6b62\u30aa\u30d7\u30b7\u30e7\u30f3\u3001\u30ab\u30fc\u30c9\u6a5f\u80fd\u3092\u8868\u793a\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-using-the-investglass-kleber-open-source-project-from-github\">GitHub\u304b\u3089InvestGlass KLEBER\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u4f7f\u7528\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306fInvestGlass KLEBER\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30fb\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u5b9f\u88c5\u3068\u3057\u3066\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u30c7\u30ea\u30d0\u30ea\u30fc\u3092\u52a0\u901f\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002KLEBER\u306f\u591a\u8a00\u8a9e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u306e\u69cb\u7bc9\u3001\u30b5\u30fc\u30d0\u30fb\u30eb\u30fc\u30eb\u306b\u6cbf\u3063\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b5\u30a4\u30c9\u306e\u30d0\u30ea\u30c7\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308b\u6761\u4ef6\u4ed8\u304d\u30d5\u30a9\u30fc\u30e0\u306e\u51e6\u7406\u3001\u8a8d\u8a3c\u306e\u69cb\u9020\u5316\u3001\u74b0\u5883\u8a2d\u5b9a\u306e\u7ba1\u7406\u306e\u305f\u3081\u306e\u30af\u30ea\u30fc\u30f3\u306a\u30d1\u30bf\u30fc\u30f3\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5b9f\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u3057\u3066\u306f\u3001KLEBER\u3092\u3042\u306a\u305f\u306eGit\u7d44\u7e54\u306b\u30d5\u30a9\u30fc\u30af\u3057\u3001\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u793e\u5185\u6a19\u6e96\u3068\u6574\u5408\u3055\u305b\u3001KLEBER\u3092\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u8db3\u5834\u3068\u3057\u3066\u6271\u3044\u3001InvestGlass\u306f\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u30bd\u30fc\u30b9\u3068\u3057\u3066\u6b8b\u3059\u3068\u3044\u3046\u3082\u306e\u3067\u3059\u3002\u30a2\u30d7\u30ea\u306f\u30eb\u30fc\u30eb\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3001\u30b7\u30b0\u30cd\u30c1\u30e3\u306e\u305f\u3081\u306bInvestGlass\u3092\u547c\u3073\u51fa\u3057\u3001InvestGlass\u306f\u72b6\u614b\u5909\u5316\u306e\u305f\u3081\u306b\u30a6\u30a7\u30d6\u30d5\u30c3\u30af\u3092\u767a\u884c\u3057\u307e\u3059\u3002\u3053\u306e\u5206\u96e2\u306b\u3088\u308a\u3001\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3057\u306a\u304c\u3089\u30b9\u30d4\u30fc\u30c9\u3092\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u72ec\u81ea\u306e\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30de\u30c8\u30ea\u30c3\u30af\u30b9\u3001ID\u7d71\u5408\u3001\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b3\u30cd\u30af\u30bf\u3092\u3001\u5b9a\u578b\u6587\u3092\u907f\u3051\u306a\u304c\u3089\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3055\u308c\u305f\u672c\u756a\u30ea\u30ea\u30fc\u30b9\u524d\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c6\u30b9\u30c8\u306e\u305f\u3081\u306b\u3001\u533f\u540d\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3092\u7528\u3044\u3066\u30ed\u30fc\u30ab\u30eb\u74b0\u5883\u3068\u30b9\u30c6\u30fc\u30b8\u30f3\u30b0\u74b0\u5883\u3067\u958b\u767a\u304c\u9032\u3081\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-planning-checklist-translated-into-configuration\">\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3092\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u5909\u63db<\/h3>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u88fd\u54c1\u30d5\u30a1\u30df\u30ea\u30fc\u3054\u3068\u306b\u30d1\u30c3\u30b1\u30fc\u30b8\u3092\u8a2d\u8a08\u3057\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u3001\u6c11\u6cd5\u4e0a\u3068\u6163\u7fd2\u6cd5\u4e0a\u306e\u6587\u8108\u306b\u5fdc\u3058\u3066\u8a00\u8a9e\u3084\u59d4\u4efb\u6587\u8a00\u3092\u5909\u66f4\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002eIDAS \u7f72\u540d\u30dd\u30ea\u30b7\u30fc\u3092\u8a2d\u5b9a\u3057\u3001\u9ad8\u5ea6\u306a\u7f72\u540d\u307e\u305f\u306f\u9069\u683c\u306a\u7f72\u540d\u304c\u9069\u7528\u3055\u308c\u308b\u5834\u5408 \u3092\u6c7a\u5b9a\u3059\u308b\u3002\u56fd\u3054\u3068\u306b\u30ea\u30e2\u30fc\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u8a31\u53ef\u3055\u308c\u308b\u304b\u3069\u3046\u304b\u3092\u5b9a\u7fa9\u3057\u3001\u3069\u306e ID \u30e1\u30bd\u30c3\u30c9\u304c\u8a31\u53ef\u3055\u308c\u308b\u304b\u3092\u6c7a\u5b9a\u3059\u308b\u3002\u898f\u5236\u304a\u3088\u3073\u4e0b\u6d41\u30d7\u30ed\u30bb\u30b9\u3054\u3068\u306b\u3001\u6700\u5c0f\u9650\u306e\u56de\u7b54\u30bb\u30c3\u30c8\u3092\u6c7a\u5b9a\u3059\u308b\u3002\u8907\u6570\u5f53\u4e8b\u8005\u306b\u3088\u308b\u30b1\u30fc\u30b9\u306e\u9010\u6b21\u5b8c\u4e86\u307e\u305f\u306f\u4e26\u5217\u5b8c\u4e86\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002CRM\u540c\u671f\u7528\u306eJSON\u30b9\u30ad\u30fc\u30de\u3092\u63d0\u4f9b\u3057\u3001PDF\u304c\u5f93\u6765\u306e\u30ec\u30a4\u30a2\u30a6\u30c8\u3068\u4e00\u81f4\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u304b\u3001\u307e\u305f\u306f\u6700\u65b0\u5316\u3067\u304d\u308b\u304b\u3069\u3046\u304b\u3092\u6307\u5b9a\u3059\u308b\u3002\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001KYC\u4fee\u5fa9\u306e\u518d\u767a\u3001\u671f\u9650\u5207\u308c\u901a\u77e5\u3001\u5be9\u67fb\u51e6\u5206\u306e\u6240\u6709\u6a29\u3092\u6982\u8aac\u3059\u308b\u3002\u5206\u6790\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u5b9a\u7fa9\u3057\u3001\u30ec\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u7ba1\u7406\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u901a\u3058\u3066\u5404\u6c7a\u5b9a\u3092\u5b9f\u884c\u3057\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u76e3\u67fb\u3092\u4e2d\u5fc3\u306b\u7f6e\u304d\u306a\u304c\u3089\u3001\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-account-opening-what-separates-the-leaders-from-the-laggards\">\u53e3\u5ea7\u958b\u8a2d\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9 - \u5148\u9032\u3068\u5f8c\u9032\u3092\u5206\u3051\u308b\u3082\u306e\u306f\u4f55\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5927\u624b\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u53e3\u5ea7\u958b\u8a2d\u30d7\u30ed\u30bb\u30b9\u3092\u53ef\u80fd\u306a\u9650\u308a\u30b7\u30f3\u30d7\u30eb\u304b\u3064\u900f\u660e\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u4ed6\u793e\u3068\u306e\u5dee\u5225\u5316\u3092\u56f3\u3063\u3066\u3044\u307e\u3059\u3002\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u306b\u95a2\u3059\u308b\u6700\u4f4e\u6b8b\u9ad8\u8981\u4ef6\u3001\u6708\u984d\u624b\u6570\u6599\u3001\u73fe\u5728\u306e\u91d1\u5229\u306a\u3069\u306e\u60c5\u5831\u3092\u660e\u78ba\u304b\u3064\u5206\u304b\u308a\u3084\u3059\u304f\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306f\u4f55\u3092\u671f\u5f85\u3059\u3079\u304d\u304b\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3067\u304d\u307e\u3059\u3002\u4f7f\u3044\u3084\u3059\u3044\u30aa\u30f3\u30e9\u30a4\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u306b\u3088\u308a\u3001\u9867\u5ba2\u306f\u6700\u5c0f\u9650\u306e\u52b4\u529b\u3067\u53e3\u5ea7\u958b\u8a2d\u3001\u6b8b\u9ad8\u78ba\u8a8d\u3001\u8ca1\u52d9\u7ba1\u7406\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c8\u30c3\u30d7\u30d1\u30d5\u30a9\u30fc\u30de\u30fc\u306f\u3001\u96fb\u8a71\u3001\u30e1\u30fc\u30eb\u3001\u5bfe\u9762\u3067\u306e\u8907\u6570\u306e\u30b5\u30dd\u30fc\u30c8\u30c1\u30e3\u30cd\u30eb\u3082\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u8cea\u554f\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u306b\u3044\u3064\u3067\u3082\u30b5\u30dd\u30fc\u30c8\u3092\u53d7\u3051\u3089\u308c\u308b\u3088\u3046\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u6d3b\u7528\u3057\u3066\u66f8\u985e\u4f5c\u6210\u3092\u6e1b\u3089\u3057\u3001\u624b\u9806\u3092\u5408\u7406\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u3089\u306e\u6a5f\u95a2\u306f\u9045\u5ef6\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u5168\u4f53\u7684\u306a\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u9867\u5ba2\u4e2d\u5fc3\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u4fe1\u983c\u3068\u6e80\u8db3\u3092\u7bc9\u304f\u3060\u3051\u3067\u306a\u304f\u3001\u7d39\u4ecb\u3084\u30ea\u30d4\u30fc\u30c8\u30d3\u30b8\u30cd\u30b9\u3082\u4fc3\u9032\u3057\u307e\u3059\u3002\u6700\u7d42\u7684\u306b\u3001\u30b7\u30f3\u30d7\u30eb\u3055\u3001\u900f\u660e\u6027\u3001\u8fc5\u901f\u306a\u30b5\u30dd\u30fc\u30c8\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u7af6\u4e89\u306e\u6fc0\u3057\u3044\u5e02\u5834\u3067\u9867\u5ba2\u3092\u5f15\u304d\u4ed8\u3051\u3001\u7dad\u6301\u3059\u308b\u306e\u306b\u6700\u3082\u6709\u5229\u306a\u7acb\u5834\u306b\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-conclusion\">\u7d50\u8ad6<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b27\u5dde\u30b0\u30ec\u30fc\u30c9\u306e\u53e3\u5ea7\u958b\u8a2d\u306e\u65c5\u306f\u3001\u6b63\u78ba\u3067\u3001\u601d\u3044\u3084\u308a\u304c\u3042\u308a\u3001\u8a3c\u62e0\u306b\u3088\u3063\u3066\u7ba1\u7406\u3055\u308c\u308b\u3002MiFID II\u3068LSFin\u306e\u7fa9\u52d9\u3092\u30c7\u30b6\u30a4\u30f3\u306b\u3088\u3063\u3066\u7d71\u5408\u3057\u3001\u9069\u683c\u306a\u53e3\u5ea7\u3068\u5546\u54c1\u306e\u307f\u304c\u8868\u793a\u3055\u308c\u308b\u3088\u3046\u306b\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30dd\u30ea\u30b7\u30fc\u3092\u30b3\u30fc\u30c9\u5316\u3057\u3001ID\u3001\u7f72\u540d\u3001\u8a3c\u62e0\u30921\u3064\u306e\u30c1\u30a7\u30fc\u30f3\u3068\u3057\u3066\u6271\u3044\u3001\u9280\u884c\u54e1\u652f\u63f4\u578b\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u578b\u3001\u5b8c\u5168\u30c7\u30b8\u30bf\u30eb\u578b\u306e\u958b\u8a2d\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u91d1\u5229\u3001\u624b\u6570\u6599\u3001\u6700\u4f4e\u9810\u5165\u6761\u4ef6\u3001\u6700\u4f4e\u6b8b\u9ad8\u306e\u57fa\u6e96\u5024\u3092\u66d6\u6627\u306b\u3059\u308b\u3053\u3068\u306a\u304f\u4f1d\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5f53\u5ea7\u9810\u91d1\u3084\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u3092\u3001\u30de\u30cd\u30fc\u30de\u30fc\u30b1\u30c3\u30c8\u53e3\u5ea7\u3084\u8b72\u6e21\u6027\u9810\u91d1\uff08CD\uff09\u3092\u542b\u3080\u5e45\u5e83\u3044\u9810\u91d1\u53e3\u5ea7\u306e\u4e00\u90e8\u3068\u3057\u3066\u6574\u7406\u3057\u3001\u7dca\u6025\u6642\u306e\u8cc7\u91d1\u3092\u8a2d\u5b9a\u3057\u3001\u5f53\u5ea7\u8cb8\u8d8a\u624b\u6570\u6599\u3084\u4fdd\u8b77\u63aa\u7f6e\u306b\u3064\u3044\u3066\u9867\u5ba2\u304c\u5951\u7d04\u524d\u306b\u7406\u89e3\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u6b27\u5dde\u306e\u69cb\u9020\u3068\u6cd5\u5f8b\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u9867\u5ba2\u304c\u56fd\u969b\u7684\u306a\u8aad\u66f8\u304b\u3089\u6301\u3063\u3066\u304d\u305f\u8a00\u8449\u3092\u5c0a\u91cd\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3053\u306e\u898f\u5f8b\u3092\u53ef\u80fd\u306b\u3059\u308b\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002\u8907\u96d1\u3055\u3092\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u5909\u63db\u3057\u3001\u30d0\u30f3\u30ab\u30fc\u306b\u5b9f\u969b\u306e\u9867\u5ba2\u696d\u52d9\u306e\u30ea\u30ba\u30e0\u306b\u5408\u3063\u305f\u30b3\u30f3\u30bd\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u5fc5\u8981\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u4e0e\u3048\u3001\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u306b\u6539\u5584\u3092\u4fc3\u3059\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30fb\u30d0\u30f3\u30af\u3068\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306b\u3001InvestGlass\u306f\u5b89\u5b9a\u3057\u305fAPI\u3068\u30bb\u30ec\u30e2\u30cb\u30fc\u3092\u63d0\u4f9b\u3057\u3001KLEBER\u306f\u4fdd\u5b88\u53ef\u80fd\u306a\u30aa\u30fc\u30d7\u30f3\u30fb\u30bd\u30fc\u30b9\u306e\u8db3\u5834\u3092\u63d0\u4f9b\u3057\u3001\u69cb\u7bc9\u3092\u52a0\u901f\u3055\u305b\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u660e\u78ba\u3055\u3084\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u5931\u3046\u3053\u3068\u306a\u304f\u3001\u56fd\u3084\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u30d6\u30c3\u30ad\u30f3\u30b0\u30fb\u30bb\u30f3\u30bf\u30fc\u3092\u8d8a\u3048\u3066\u30b9\u30b1\u30fc\u30eb\u3059\u308b\u6700\u9ad8\u306e\u53e3\u5ea7\u958b\u8a2d\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u3088\u304f\u3042\u308b\u8cea\u554f <\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1.InvestGlass\u306f\u9867\u5ba2\u306e\u53e3\u5ea7\u958b\u8a2d\u30d7\u30ed\u30bb\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u7c21\u7d20\u5316\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u898f\u5236\u3078\u306e\u5b8c\u5168\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3057\u306a\u304c\u3089\u3001\u30e2\u30d0\u30a4\u30eb\u3001\u30bf\u30d6\u30ec\u30c3\u30c8\u3001\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u3067\u3001\u660e\u78ba\u3067\u3001\u9032\u6b69\u7684\u3067\u3001\u7c21\u5358\u306b\u30b9\u30c6\u30c3\u30d7\u30d0\u30a4\u30b9\u30c6\u30c3\u30d7\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2.InvestGlass\u306f\u53e3\u5ea7\u958b\u8a2d\u306b\u304a\u3044\u3066\u9280\u884c\u306e\u4ee3\u308f\u308a\u306b\u306a\u308a\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u9280\u884c\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002InvestGlass\u306f\u9280\u884c\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002InvestGlass\u306f\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308a\u3001\u898f\u5236\u5bfe\u8c61\u3068\u306a\u308b\u91d1\u878d\u6a5f\u95a2\u3068\u9023\u643a\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3.MiFID II\u3084LSFin\u306e\u3088\u3046\u306a\u6b27\u5dde\u306e\u898f\u5236\u306f\u3001\u3069\u306e\u3088\u3046\u306b\u30d7\u30ed\u30bb\u30b9\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u308b\u306e\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u8077\u52d9\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u88fd\u54c1\u306e\u9069\u683c\u6027\u3001\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3001\u958b\u793a\u3001\u304a\u3088\u3073\u76e3\u67fb\u8a3c\u8de1\u3092\u7db2\u7f85\u3059\u308b\u3088\u3046\u306b\u3001\u6700\u521d\u304b\u3089\u8a2d\u8a08\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u304a\u308a\u3001\u81ea\u52d5\u7684\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4.\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u3066\u3044\u308b\u8a00\u8a9e\u3068\u56fd\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u591a\u8a00\u8a9e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9069\u683c\u6027\u30eb\u30fc\u30eb\u3001\u30ed\u30fc\u30ab\u30e9\u30a4\u30ba\u3055\u308c\u305f\u672c\u4eba\u78ba\u8a8d\u65b9\u6cd5\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u5404\u56fd\u306e\u6cd5\u5f8b\u3084\u6587\u5316\u7684\u8981\u4ef6\u306b\u9069\u5fdc\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5.InvestGlass\u306f\u3001\u624b\u6570\u6599\u3001\u6700\u4f4e\u6b8b\u9ad8\u3001\u5165\u91d1\u3092\u3069\u306e\u3088\u3046\u306b\u900f\u660e\u6027\u3092\u6301\u3063\u3066\u51e6\u7406\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u3001\u624b\u6570\u6599\u3001\u6599\u91d1\u3001\u514d\u9664\u6761\u4ef6\u3092\u5b9f\u4f8b\u3068\u3068\u3082\u306b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u8868\u793a\u3057\u307e\u3059\u3002\u6700\u4f4e\u6b8b\u9ad8\u3068\u9810\u91d1\u6761\u4ef6\u306f\u3001\u5f8c\u3067\u9a5a\u304b\u306a\u3044\u3088\u3046\u306b\u660e\u78ba\u306b\u8aac\u660e\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6.\u9867\u5ba2\u306f\u53e3\u5ea7\u958b\u8a2d\u524d\u306b\u91d1\u5229\u3084\u5229\u56de\u308a\u3092\u660e\u78ba\u306b\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3002InvestGlass\u306b\u306f\u3001\u540d\u76ee\u91d1\u5229\u3001\u8907\u5229\u8a08\u7b97\u3001\u5e74\u7387\u5229\u56de\u308a\uff08APY\/AER\uff09\u3092\u8868\u793a\u3059\u308b\u91d1\u5229\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc\u304c\u3042\u308a\u3001\u304a\u5ba2\u69d8\u304c\u8caf\u84c4\u306e\u5897\u3048\u65b9\u3092\u7406\u89e3\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7.\u5171\u540c\u307e\u305f\u306f\u8907\u6570\u5f53\u4e8b\u8005\u306e\u53e3\u5ea7\u306f\u3069\u306e\u3088\u3046\u306b\u7ba1\u7406\u3055\u308c\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5171\u540c\u7533\u8acb\u8005\u306e\u4e26\u5217\u691c\u8a3c\u3001\u6a5f\u5bc6\u4fdd\u6301\u306e\u305f\u3081\u306e\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30d5\u30a3\u30fc\u30eb\u30c9\u30de\u30b9\u30ad\u30f3\u30b0\u3001eIDAS\u6a19\u6e96\u306b\u9069\u5408\u3057\u305f\u96fb\u5b50\u7f72\u540d\u306b\u3088\u308b\u67d4\u8edf\u306a\u7f72\u540d\u6a29\u9650\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">8.\u672c\u4eba\u78ba\u8a8d\u3068\u96fb\u5b50\u7f72\u540d\u306b\u306f\u3069\u306e\u3088\u3046\u306a\u4fdd\u8b77\u63aa\u7f6e\u304c\u8a2d\u3051\u3089\u308c\u3066\u3044\u308b\u304b\u3002<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u4eba\u78ba\u8a8d\u306f\u3001\u305d\u306e\u56fd\u3067\u8a31\u53ef\u3055\u308c\u305f\u65b9\u6cd5\uff08\u30d3\u30c7\u30aa KYC\u3001e-\u30d1\u30b9\u30dd\u30fc\u30c8\u3001\u5bfe\u9762\u306a\u3069\uff09\u306b\u5f93\u3046\u3002\u96fb\u5b50\u7f72\u540d\u306feIDAS\u306b\u6e96\u62e0\u3057\u3001\u4e8c\u8981\u7d20\u8a8d\u8a3c\u3001\u30c7\u30d0\u30a4\u30b9\u30fb\u30ed\u30ae\u30f3\u30b0\u3001\u6539\u3056\u3093\u9632\u6b62\u6587\u66f8\u3092\u4f7f\u7528\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">9.InvestGlass\u306f\u3069\u306e\u3088\u3046\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306e\u9867\u5ba2\u306e\u653e\u68c4\u3092\u6e1b\u3089\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9032\u884c\u72b6\u6cc1\u306e\u8868\u793a\u3001\u4fdd\u5b58\u3068\u518d\u958b\u306e\u6a5f\u80fd\u3001\u660e\u78ba\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u306e\u4e88\u6e2c\u3001\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc\u3001\u5e73\u6613\u306a\u8a00\u8449\u306b\u3088\u308b\u8aac\u660e\u306a\u3069\u3001\u3053\u306e\u65c5\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u98fd\u304d\u3055\u305b\u305a\u3001\u81ea\u4fe1\u3092\u5931\u308f\u305b\u306a\u3044\u3088\u3046\u306b\u30c7\u30b6\u30a4\u30f3\u3055\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">10.InvestGlass\u306f\u9280\u884c\u306e\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3068\u4fe1\u983c\u6027\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u3001\u6b63\u898f\u30c7\u30fc\u30bf\u30b9\u30ad\u30fc\u30de\u3001\u30a4\u30d9\u30f3\u30c8\u99c6\u52d5\u578b\u30a6\u30a7\u30d6\u30d5\u30c3\u30af\u3001CRM\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u540c\u671f\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>European brokerage and private banking require an account-opening capability that is both rigorous and humane. The journey must collect the right information once, reuse it across all forms, and present decisions in language a client can understand without sacrificing regulatory precision. The practical objective is to design a progressive series of short, comprehensible steps that feel natural on mobile, tablet, and desktop. Each step should contribute evidence for compliance while keeping momentum, with clear progress indicators, save-and-resume, and predictable timing. Aligning onboarding steps and deadlines with the end of the business day is essential to ensure predictable service and timely processing for clients. InvestGlass operates as the orchestration layer that [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47962,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45],"class_list":["post-47976","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 v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Build Best Account Opening for European Banks and Brokers<\/title>\n<meta name=\"description\" content=\"Learn how to build best account opening processes for European banks and brokers. Streamline onboarding while ensuring compliance and clarity.\" \/>\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\/\u6700\u9ad8\u306e\u53e3\u5ea7\u958b\u8a2d\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Build best account opening: are you engineering a journey that converts, or just collecting forms?\" \/>\n<meta property=\"og:description\" content=\"European brokerage and private banking require an account-opening capability\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u6700\u9ad8\u306e\u53e3\u5ea7\u958b\u8a2d\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\/\" \/>\n<meta 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