{"id":48091,"date":"2025-09-11T18:35:16","date_gmt":"2025-09-11T16:35:16","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48091"},"modified":"2025-09-19T16:19:26","modified_gmt":"2025-09-19T14:19:26","slug":"%e6%9c%80%e9%81%a9%e3%81%aa%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%83%bb%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2%e3%81%ae%e9%81%b8%e3%81%b3%e6%96%b9","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-choose-the-best-onboarding-software\/","title":{"rendered":"\u6700\u9069\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9078\u3073\u65b9\uff08\u30b9\u30c6\u30c3\u30d7\u30fb\u30d0\u30a4\u30fb\u30b9\u30c6\u30c3\u30d7\uff0bRFP\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\uff09"},"content":{"rendered":"<p 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class=\"wp-block-paragraph\">\u73fe\u5728\u3001\u91d1\u878d\u3001\u4fdd\u967a\u3001\u653f\u5e9c\u3001\u56e3\u4f53\u3001\u30af\u30e9\u30d6\u3001\u3042\u3089\u3086\u308b\u898f\u6a21\u306e\u4f01\u696d\u306a\u3069\u3001\u4e16\u754c\u4e2d\u3067120\u793e\u4ee5\u4e0a\u306e\u304a\u5ba2\u69d8\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30a4\u30b9\u3001\u81ea\u56fd\u3001\u307e\u305f\u306f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30af\u30e9\u30a6\u30c9\u4e0a\u306b\u30c7\u30fc\u30bf\u3092\u4fdd\u7ba1\u3057\u3001\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6c42\u3081\u308b\u304a\u5ba2\u69d8\u306b\u9078\u3070\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<center> <iframe loading=\"lazy\" width=\"80%\" height=\"800\" src=\"https:\/\/www.youtube.com\/embed\/wRP8Yxr-b1Y?si=iQikVzO6Xo9162wd\" title=\"YouTube\u30d3\u30c7\u30aa\u30d7\u30ec\u30fc\u30e4\u30fc\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/center>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-products-and-onboarding-process\">\u30b3\u30a2\u88fd\u54c1\u3068\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001CRM\u3001\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068\u3044\u30468\u3064\u306e\u30b3\u30a2\u88fd\u54c1\u306b\u3088\u308a\u3001\u898b\u8fbc\u307f\u5ba2\u767a\u6398\u304b\u3089\u8ca9\u58f2\u307e\u3067\u306e\u5168\u884c\u7a0b\u3092\u81ea\u52d5\u5316\u3057\u307e\u3059\u3001, <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=\"5378\">\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9<\/a>, \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u7ba1\u7406\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fa1\u793e\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u69cb\u7bc9\u3059\u308b\u5834\u5408\u3001\u6700\u521d\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u63d0\u4f9b\u3057\u305f\u3044\u4f53\u9a13\u3092\u5b9a\u7fa9\u3059\u308b\u3053\u3068\u3067\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u306b\u3088\u308b\u30bb\u30eb\u30d5\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/li>\n\n\n\n<li>\u30d5\u30a9\u30fc\u30e0\u3092\u62bc\u3059\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/li>\n\n\n\n<li>\u898b\u8fbc\u307f\u5ba2\u304c\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3059\u308b\u524d\u306b\u30de\u30cd\u30b8\u30e3\u30fc\u304c\u30c7\u30fc\u30bf\u3092\u6e96\u5099\u3059\u308b\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30e2\u30c7\u30eb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u5f8c\u3001\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\uff08\u8272\u3001\u30ec\u30a4\u30a2\u30a6\u30c8\u3001\u30b9\u30bf\u30a4\u30eb\uff09\u3092\u8a2d\u5b9a\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5b9a\u7fa9\u3057\u307e\u3059\u3002\u4e00\u822c\u7684\u306a\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u306b\u306f1\uff5e4\u9031\u9593\u304b\u304b\u308a\u3001\u305d\u306e\u5f8c\u3001\u30c6\u30b9\u30c8\u3001\u672c\u756a\u7a3c\u52d5\u3001\u7d99\u7d9a\u7684\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u6539\u5584\u3092\u884c\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automation-ai-and-digital-forms\">\u81ea\u52d5\u5316\u3001AI\u3001\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91cd\u8981\u306a\u554f\u984c\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u3069\u306e\u90e8\u5206\u3092\u81ea\u52d5\u5316\u3059\u308b\u304b\u3067\u3042\u308b\u3002\u30eb\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30d5\u30a9\u30fc\u30e0\u306e\u30d5\u30a3\u30eb\u30bf\u30ea\u30f3\u30b0\u3001PEP\u30b9\u30c6\u30fc\u30bf\u30b9\u306e\u30c1\u30a7\u30c3\u30af\u3001\u539f\u7523\u56fd\u306e\u30d5\u30e9\u30b0\u7acb\u3066\u306a\u3069\u306e\u30bf\u30b9\u30af\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u30a2\u30e9\u30fc\u30c8\u3084\u30bf\u30b9\u30af\u304c\u30c8\u30ea\u30ac\u30fc\u3055\u308c\u308b\u3002\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u3082\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u53e3\u5ea7\u958b\u8a2d\u3001\u30ea\u30b9\u30af\u6761\u4ef6\u3001\u307e\u305f\u306f\u95a2\u7a0e\u627f\u8a8d\u306b\u3064\u3044\u3066\u540c\u50da\u306b\u6295\u7968\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306f\u3001\u65e2\u5b58\u306e\u30d5\u30a9\u30fc\u30e0\u3092\u69cb\u9020\u5316\u3055\u308c\u305fCRM\u30d5\u30a3\u30fc\u30eb\u30c9\u3068JSON\u30da\u30a4\u30ed\u30fc\u30c9\u306b\u5909\u63db\u3059\u308b\u3053\u3068\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u3055\u3089\u306b\u5f37\u5316\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u7279\u306b\u591a\u8a00\u8a9e\u306e\u30d5\u30a9\u30fc\u30e0\uff08\u82f1\u8a9e\u3001\u30d5\u30e9\u30f3\u30b9\u8a9e\u3001\u30c9\u30a4\u30c4\u8a9e\u3001\u4e2d\u56fd\u8a9e\u306a\u3069\uff09\u3092\u7d71\u4e00\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u306b\u30de\u30fc\u30b8\u3059\u308b\u969b\u306e\u4f5c\u696d\u6642\u9593\u3092\u7bc0\u7d04\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30fc\u30c9\u306a\u3057 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%95%e3%82%a9%e3%83%bc%e3%83%a0%e3%83%93%e3%83%ab%e3%83%80%e3%83%bc\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30d5\u30a9\u30fc\u30e0\u30d3\u30eb\u30c0\u30fc\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5379\">\u30d5\u30a9\u30fc\u30e0\u30d3\u30eb\u30c0\u30fc<\/a> \u3092\u4f7f\u3048\u3070\u3001\u30b3\u30fc\u30c7\u30a3\u30f3\u30b0\u306a\u3057\u3067\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a9\u30fc\u30e0\u3092\u30c7\u30b6\u30a4\u30f3\u3067\u304d\u307e\u3059\u3002\u60c5\u5831\u306f\u3001\u6b21\u306e\u3088\u3046\u306b\u30d5\u30a9\u30fc\u30e0\u9593\u3067\u518d\u5229\u7528\u3067\u304d\u307e\u3059\u3002 <strong>\u30d1\u30c3\u30b1\u30fc\u30b8<\/strong>, \u91cd\u8907\u30a8\u30f3\u30c8\u30ea\u30fc\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-compliance-and-multi-party-workflows\">\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30de\u30eb\u30c1\u30d1\u30fc\u30c6\u30a3\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u76e3\u67fb\u8a3c\u8de1\u3001\u6587\u66f8\u7ba1\u7406\u3001\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u3001\u4e8c\u8981\u7d20\u8a8d\u8a3c(2FA)\u3001\u5b89\u5168\u306aQR\u30b3\u30fc\u30c9\u30a2\u30af\u30bb\u30b9\u306b\u3088\u308a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u78ba\u4fdd\u3057\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30e0\u306b\u306f\u4e8b\u524d\u306b\u30c7\u30fc\u30bf\u3092\u5165\u529b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u9069\u5207\u306a\u9867\u5ba2\u3060\u3051\u304c\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\/KYB\/KYT\u30c1\u30a7\u30c3\u30af\u306f\u3001API\u7d4c\u7531\u3067\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u7d71\u5408\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u8907\u6570\u306eUBO\u3084LPOA\u3068\u306e\u8907\u96d1\u306a\u95a2\u4fc2\uff08\u4f1a\u793e\u3001\u4fe1\u8a17\u3001\u5bb6\u65cf\uff09\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3001\u7f72\u540d\u3001\u53e3\u5ea7\u95b2\u89a7\u306e\u6a29\u9650\u3092\u5b9a\u7fa9\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u96fb\u5b50\u7f72\u540d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001IP\u30a2\u30c9\u30ec\u30b9\u3001\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3001\u304a\u3088\u30732FA\u691c\u8a3c\u3092\u30ad\u30e3\u30d7\u30c1\u30e3\u3059\u308b\u76e3\u67fb\u8a3c\u8de1\u3092\u4f7f\u7528\u3057\u3066\u3001\u8907\u6570\u306e\u5f53\u4e8b\u8005\u304c\u6587\u66f8\u306b\u5b89\u5168\u306b\u7f72\u540d\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u30de\u30eb\u30c1\u30d1\u30fc\u30c6\u30a3\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u6a29\u9650\u306e\u306a\u3044\u95b2\u89a7\u8005\u304b\u3089\u6a5f\u5bc6\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u96a0\u3059\u3053\u3068\u304c\u3067\u304d\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u78ba\u4fdd\u3057\u307e\u3059\u3002.<\/p>\n\n\n<div class=\"wp-block-image is-style-default\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-No-Code-Onboarding-InvestGlass.png\" alt=\"\u30d9\u30b9\u30c8\u30fb\u30ce\u30fc\u30fb\u30b3\u30fc\u30c9\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0 - InvestGlass\" class=\"wp-image-48093\" style=\"width:670px;height:auto\"\/><figcaption class=\"wp-element-caption\">\u30d9\u30b9\u30c8\u30fb\u30ce\u30fc\u30fb\u30b3\u30fc\u30c9\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0 - InvestGlass<\/figcaption><\/figure>\n<\/div>\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-approvals-kyc-remediation-and-reporting\">\u627f\u8a8d\u3001KYC\u4fee\u5fa9\u3001\u304a\u3088\u3073\u5831\u544a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u793e\u306e\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u53e3\u5ea7\u958b\u8a2d\u3001W8\/W9\u30ec\u30d3\u30e5\u30fc\u3001KYC\u4fee\u5fa9\u3001\u30aa\u30d5\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30ab\u30d0\u30fc\u3057\u3001\u30de\u30eb\u30c1\u30b9\u30c6\u30c3\u30d7\u30b7\u30fc\u30b1\u30f3\u30b9\u3068\u627f\u8a8d\u8005\u30b0\u30eb\u30fc\u30d7\u306b\u3088\u3063\u3066\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\u306e\u662f\u6b63\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u5834\u5408\u306b\u767a\u52d5\u3055\u308c\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u65b0\u3057\u3044\u30b5\u30fc\u30d3\u30b9\u3078\u306e\u52a0\u5165<\/li>\n\n\n\n<li>\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\uff085\uff5e10\u5e74\u3054\u3068\u306a\u3069\uff09<\/li>\n\n\n\n<li>\u671f\u9650\u5207\u308c\u306eID\u3084\u65b0\u305f\u306aPEP\u6307\u5b9a\u306a\u3069\u306e\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u306f\u30e9\u30a4\u30d6\u30ec\u30dd\u30fc\u30c8\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067\u8ffd\u8de1\u3055\u308c\u3001\u30d7\u30ed\u30bb\u30b9\u52b9\u7387\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3001\u81ea\u52d5\u5316\u306e\u6a5f\u4f1a\u3092\u5f37\u8abf\u8868\u793a\u3057\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u5b8c\u5168\u81ea\u52d5\u5316\u3001\u5b8c\u5168\u624b\u52d5\u76e3\u8996\u3001\u307e\u305f\u306fAI\u3001\u30eb\u30fc\u30eb\u3001\u4eba\u9593\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u306e\u3044\u305a\u308c\u304b\u3092\u9078\u629e\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-1024x576.png\" alt=\"\u6700\u9ad8\u306e\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u30b7\u30fc\u30b1\u30f3\u30b7\u30f3\u30b0\u30c4\u30fc\u30eb\" class=\"wp-image-48092\" style=\"width:694px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-1536x863.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-scaled.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u6700\u9ad8\u306e\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u30b7\u30fc\u30b1\u30f3\u30b7\u30f3\u30b0\u30c4\u30fc\u30eb<\/figcaption><\/figure>\n<\/div>\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-digital-onboarding-streamlines-client-journeys-automates-compliance-and-enhances-security-while-giving-you-full-control-over-branding-and-workflows\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9 <a class=\"wpil_keyword_link\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5377\" 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\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5b8c\u5168\u306b\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3057\u306a\u304c\u3089\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u5408\u7406\u5316\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u81ea\u52d5\u5316\u3057\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u5f37\u5316\u3057\u307e\u3059\u3002.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u5408\u7406\u5316\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u81ea\u52d5\u5316\u3057\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u5f37\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-to-build-you-request-for-proposal\">\u63d0\u6848\u4f9d\u983c\u66f8\u3092\u4f5c\u6210\u3059\u308b\u305f\u3081\u306b\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cea\u554f\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u304a\u77e5\u3089\u305b\u304f\u3060\u3055\u3044\uff01 <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u8a00\u8a9e<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728\u306e\u30d5\u30a1\u30a4\u30eb\u6570\u306f\uff1f\u30a2\u30ab\u30a6\u30f3\u30c8\u958b\u8a2d\u30d7\u30ed\u30bb\u30b9\u306f\u591a\u8a00\u8a9e\u5bfe\u5fdc\u3067\u3059\u304b\u3001\u305d\u308c\u3068\u3082\u8a00\u8a9e\u3054\u3068\u306b\u5225\u3005\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u958b\u8a2d\u30d7\u30ed\u30bb\u30b9\u3092\u7528\u610f\u3059\u308b\u306e\u3067\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>\u30d7\u30ed\u30d5\u30a9\u30fc\u30de\u30fb\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f8b\u3048\u3070\u3001W8NW9IMIBen\u3001\u30ea\u30d6\u30ec\u30fb\u30d1\u30c3\u30bb\u30fc\u30b8\u3001\u751f\u547d\u4fdd\u967a\u306a\u3069\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>\u30b3\u30f3\u30bf\u30af\u30c8\u30d9\u30fc\u30b9\u3068\u30a2\u30ab\u30a6\u30f3\u30c8\u30d9\u30fc\u30b9<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u66f8\u985e\u306f\u9023\u7d61\u5148\u30d9\u30fc\u30b9\u304b\u30a2\u30ab\u30a6\u30f3\u30c8\u30d9\u30fc\u30b9\u304b\uff1f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u3088\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>\u30d5\u30a9\u30fc\u30df\u30e5\u30e9\u30fb\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\uff08A\u3001K\u3001T\uff09<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cb4\u793e\u306e\u6587\u66f8\u306b\u3001A\u3001K\u3001T\u306a\u3069\u3001\u30d7\u30ed\u30d5\u30a9\u30fc\u30de\u306e\u307e\u307e\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u30d5\u30a9\u30fc\u30e0\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u305b\u3093\u304b\uff1f<\/p>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>\u53e3\u5ea7\u958b\u8a2d\u30d1\u30c3\u30b1\u30fc\u30b8<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e3\u5ea7\u958b\u8a2d\u306e\u305f\u3081\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u306f\u5b9a\u7fa9\u3055\u308c\u3066\u3044\u307e\u3059\u304b\uff1f\u5546\u54c1\u30d5\u30a1\u30df\u30ea\u30fc\u3054\u3068\u306b\u30b0\u30eb\u30fc\u30d7\u5316\u3067\u304d\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>\u30b3\u30e2\u30f3\u30ed\u30fc\u3068\u30b7\u30d3\u30eb\u30ed\u30fc<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30e2\u30f3\u30fb\u30ed\u30fc\u304b\u30b7\u30d3\u30eb\u30fb\u30ed\u30fc\u304b\u306b\u3088\u3063\u3066\u3001\u7570\u306a\u308b\u30d1\u30c3\u30b1\u30fc\u30b8\u3092\u8a2d\u5b9a\u3057\u3066\u3044\u308b\u304b\uff1f<\/p>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>InvestGlass\u306b\u3088\u308b\u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u30d7\u30ed\u30bb\u30b9<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u30d7\u30ed\u30bb\u30b9\u3092\u5c0e\u5165\u3057\u3066\u3044\u307e\u3059\u304b\uff1f2FA\u3001IP\/ID\/\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u8a18\u9332\u3067InvestGlass\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u307e\u3059\u304b\uff1f\u7f72\u540d\u30d1\u30c3\u30c9\u306b\u3088\u308b\u7f72\u540d\u3092\u53d7\u3051\u4ed8\u3051\u3066\u3044\u307e\u3059\u304b\uff1fUBO\/LPOA\u3054\u3068\u306b\u7f72\u540d\u30d1\u30c3\u30c9\u3092\u96a0\u3059\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u304b\uff1f\u3042\u308bUBO\u304b\u3089\u5225\u306eUBO\u3078\u306f\u7279\u5b9a\u306e\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u96a0\u3059\u3079\u304d\u3067\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>\u672c\u4eba\u78ba\u8a8d<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e3\u5ea7\u958b\u8a2d\u306e\u969b\u3001\u884c\u54e1\u3068\u306e\u521d\u56de\u9762\u8ac7\u306a\u3057\u3067\u3082\u53d7\u3051\u4ed8\u3051\u3066\u3044\u307e\u3059\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u884c\u54e1\u304c\u307e\u305a\u672c\u4eba\u78ba\u8a8d\u66f8\u985e\u3092\u78ba\u8a8d\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u304b\u3002<\/p>\n\n\n\n<ol start=\"9\" class=\"wp-block-list\">\n<li>\u30d7\u30ed\u30b9\u30da\u30af\u30c8\u306e\u95a2\u4e0e<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u898b\u8fbc\u307f\u5ba2\u306b\u3069\u306e\u3088\u3046\u306a\u30a2\u30ab\u30a6\u30f3\u30c8\u958b\u8a2d\u30d7\u30ed\u30bb\u30b9\u3092\u671f\u5f85\u3059\u308b\u304b\uff1f<\/p>\n\n\n\n<ol start=\"10\" class=\"wp-block-list\">\n<li>\u88dc\u8db3\u8cc7\u6599<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u500b\u4eba\u53e3\u5ea7\u3068\u6cd5\u4eba\u53e3\u5ea7\u306e\u5834\u5408\u3001\u3069\u308c\u3060\u3051\u306e\u66f8\u985e\uff08\u8eab\u5206\u8a3c\u660e\u66f8\u3001\u8cc7\u7523\u8a3c\u660e\u66f8\u3001\u7d0d\u7a0e\u8a3c\u660e\u66f8\u306a\u3069\uff09\u3092\u96c6\u3081\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u304b\uff1f\u5fc5\u8981\u306a\u8981\u7d20\u3092\u6a19\u6e96\u5316\u3057\u307e\u3057\u305f\u304b\uff1f<\/p>\n\n\n\n<ol start=\"11\" class=\"wp-block-list\">\n<li>\u5236\u9650\u56fd<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u7279\u5b9a\u306e\u56fd\u306e\u9060\u9694\u5730\u53e3\u5ea7\u958b\u8a2d\u3092\u30d6\u30ed\u30c3\u30af\u3057\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"12\" class=\"wp-block-list\">\n<li>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u8907\u6570\u306e\u30d5\u30a9\u30fc\u30e0\u304c\u540c\u6642\u306b\u5165\u529b\u3055\u308c\u305f\u5834\u5408\u3001\u52b9\u7387\u5316\u306e\u305f\u3081\u306b\u305d\u308c\u3089\u3092\u30d1\u30c3\u30b1\u30fc\u30b8\u306b\u307e\u3068\u3081\u76f4\u3057\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"13\" class=\"wp-block-list\">\n<li>\u30c7\u30d0\u30a4\u30b9\u3068\u30c1\u30e3\u30f3\u30cd\u30eb<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e3\u5ea7\u958b\u8a2d\u306f\u30e2\u30d0\u30a4\u30eb\u3001\u30bf\u30d6\u30ec\u30c3\u30c8\u3001\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u3001\u3042\u308b\u3044\u306f\u7d19\u30d9\u30fc\u30b9\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30d7\u30ed\u30bb\u30b9\u3067\u884c\u308f\u308c\u308b\u3053\u3068\u3092\u60f3\u5b9a\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"14\" class=\"wp-block-list\">\n<li>\u671f\u9593<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e3\u5ea7\u958b\u8a2d\u306b\u306f\u3069\u306e\u304f\u3089\u3044\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"15\" class=\"wp-block-list\">\n<li>\u7b2c\u4e09\u8005\u4e3b\u5c0e<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e3\u5ea7\u958b\u8a2d\u306f\u3001\u5916\u90e8\u306e\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3084\u30d3\u30b8\u30cd\u30b9\u30fb\u30a4\u30f3\u30c8\u30ed\u30c7\u30e5\u30fc\u30b5\u30fc\u306a\u3069\u306e\u7b2c\u4e09\u8005\u306b\u3088\u3063\u3066\u884c\u308f\u308c\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"16\" class=\"wp-block-list\">\n<li>\u5fc5\u9808\u306e\u8cea\u554f<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u30d5\u30a9\u30fc\u30e0\u306b\u6700\u4f4e\u9650\u5fc5\u8981\u306a\u56de\u7b54\u3092\u5b9a\u7fa9\u3057\u3066\u3044\u307e\u3059\u304b\uff1f\u3059\u3079\u3066\u306e\u8cea\u554f\u306f\u5fc5\u9808\u3067\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"17\" class=\"wp-block-list\">\n<li>\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a9\u30fc\u30e0\u306b\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc\u306f\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u304b\uff1f\u3082\u3057\u3042\u308c\u3070\u3001\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u304b\uff1f<br><\/p>\n\n\n\n<ol start=\"18\" class=\"wp-block-list\">\n<li>\u4fdd\u5b58\u3057\u3066\u5f8c\u3067\u7d9a\u3051\u308b<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a9\u30fc\u30e0\u3092\u4fdd\u5b58\u3057\u3001\u5f8c\u3067\u8a18\u5165\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3066\u3044\u307e\u3059\u304b\uff1f\u305d\u306e\u5834\u5408\u3001\u30d5\u30a9\u30fc\u30e0\u306e\u30d0\u30fc\u30b8\u30e7\u30cb\u30f3\u30b0\u3092\u884c\u3044\u3001\u6709\u52b9\u6027\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"19\" class=\"wp-block-list\">\n<li>\u8907\u6570\u306eUBO<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u8907\u6570\u306eUBO\u306e\u5834\u5408\u3001\u9806\u6b21\u5b8c\u4e86\u3092\u8a8d\u3081\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u30821\u3064\u306eUBO\u304c\u3059\u3079\u3066\u3092\u5b8c\u4e86\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u304b\uff1f<\/p>\n\n\n\n<ol start=\"20\" class=\"wp-block-list\">\n<li>InvestGlass CRM\u304a\u3088\u3073\u4ed6\u306eCRM\u3068\u306e\u7d71\u5408<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u66f8\u304c\u5b8c\u6210\u3057\u305f\u3089\u3001\u66f4\u65b0\u306f\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306eCRM\u306b\u30d5\u30a3\u30fc\u30c9\u3055\u308c\u307e\u3059\u304b\uff1f\u305d\u306e\u5834\u5408\u3001\u30b9\u30ad\u30fc\u30de\u3084JSON\u306e\u4f8b\uff08\u9867\u5ba2\u60c5\u5831\u3001\u77e5\u8b58\u3001\u7d4c\u9a13\u3001\u30cb\u30fc\u30ba\uff09\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"21\" class=\"wp-block-list\">\n<li>PDF\u30d5\u30a9\u30fc\u30de\u30c3\u30c8<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u751f\u6210\u3055\u308c\u308bPDF\u306f\u3001\u65e2\u5b58\u306e\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3068\u5b8c\u5168\u306b\u4e00\u81f4\u3055\u305b\u308b\u3079\u304d\u304b\u3001\u305d\u308c\u3068\u3082\u7d30\u304b\u3044\u4fee\u6b63\u304c\u53ef\u80fd\u304b\u3002<\/p>\n\n\n\n<ol start=\"22\" class=\"wp-block-list\">\n<li>\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e3\u5ea7\u958b\u8a2d\u3092\u627f\u8a8d\u3059\u308b\u969b\u3001\u627f\u8a8d\u8005\u306f\u500b\u3005\u306e\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u78ba\u8a8d\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3001\u305d\u308c\u3068\u3082PDF\/\u30d1\u30c3\u30b1\u30fc\u30b8\u5168\u4f53\u3092\u78ba\u8a8d\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u73fe\u5728\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<br><\/p>\n\n\n\n<ol start=\"23\" class=\"wp-block-list\">\n<li>KYC\u306e\u6539\u5584<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\u306e\u662f\u6b63\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u304b\uff1f\u5b9f\u65bd\u3057\u3066\u3044\u308b\u5834\u5408\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"24\" class=\"wp-block-list\">\n<li>\u671f\u9650\u5207\u308c\u306e\u901a\u77e5<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u3084\u6587\u66f8\u306e\u6709\u52b9\u671f\u9650\u304c\u5207\u308c\u305f\u5834\u5408\u3001InvestGlass\u304c\u901a\u77e5\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u307e\u3059\u304b\uff1f\u305d\u306e\u5834\u5408\u3001\u3069\u306e\u3088\u3046\u306a\u30d7\u30ed\u30bb\u30b9\u306b\u5f93\u3044\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"25\" class=\"wp-block-list\">\n<li>\u8a55\u5224\u3068\u540d\u524d\u306e\u30c1\u30a7\u30c3\u30af<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">AML\u3001CFTC\u3001PEP\u30ea\u30b9\u30c8\u306e\u305f\u3081\u306b\u3001World-Check\u3001North Data\u3001\u6697\u53f7\u30a6\u30a9\u30ec\u30c3\u30c8\u306e\u30ec\u30d4\u30e5\u30c6\u30fc\u30b7\u30e7\u30f3\u30c1\u30a7\u30c3\u30af\u306a\u3069\u306e\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u30d5\u30e9\u30b0\u3092\u3069\u3053\u306b\u8868\u793a\u3059\u3079\u304d\u3067\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"26\" class=\"wp-block-list\">\n<li>\u5831\u544a<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30ab\u30a6\u30f3\u30c8\u958b\u8a2d\u306e\u52b9\u7387\u3001\u653e\u68c4\u7387\u3001\u5b8c\u4e86\u6642\u9593\u3001\u30d5\u30a9\u30fc\u30e0\u306e\u7a2e\u985e\u3001\u30c1\u30fc\u30e0\u3001\u5f93\u696d\u54e1\u3001\u5951\u7d04\u3001\u627f\u8a8d\u8005\u3001\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u306b\u95a2\u3059\u308b\u30ec\u30dd\u30fc\u30c8\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"27\" class=\"wp-block-list\">\n<li>KYC\u30c4\u30fc\u30eb<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728\u4f7f\u7528\u3057\u3066\u3044\u308b\u3001\u307e\u305f\u306f\u4f7f\u7528\u3059\u308b\u4e88\u5b9a\u306eKYC\u30c4\u30fc\u30eb\u306f\u4f55\u304b\uff08\u66f8\u985e\u78ba\u8a8d\u3001\u751f\u4f53\u8a8d\u8a3c\u30c1\u30a7\u30c3\u30af\u3001\u30d3\u30c7\u30aa\u306b\u3088\u308b\u672c\u4eba\u78ba\u8a8d\u306a\u3069\uff09\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u3092\u53e3\u5ea7\u958b\u8a2d\u30d7\u30ed\u30bb\u30b9\u306b\u7d44\u307f\u8fbc\u3080\u3079\u304d\u304b\u3001\u307e\u305f\u305d\u306e\u7d50\u679c\u3092\u3069\u306e\u3088\u3046\u306b\u8868\u793a\u3059\u3079\u304d\u304b\u3002<\/p>\n\n\n\n<ol start=\"28\" class=\"wp-block-list\">\n<li>\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3001\u4e3b\u6a29\u3001\u5c45\u4f4f\u306e\u30cb\u30fc\u30ba<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u4e3b\u6a29\u3084\u5c45\u4f4f\u306b\u95a2\u3059\u308b\u7279\u5b9a\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u8981\u4ef6\u306f\u3042\u308a\u307e\u3059\u304b\uff08\u30b9\u30a4\u30b9\u3001EU\u3001\u305d\u306e\u4ed6\u306e\u7ba1\u8f44\u533a\u57df\u5185\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306a\u3069\uff09\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u3068\u51e6\u7406\u306b\u95a2\u3057\u3066\u3001\u6ce8\u610f\u3059\u3079\u304d\u898f\u5236\u4e0a\u306e\u5236\u7d04\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"29\" class=\"wp-block-list\">\n<li>Active Directory\u3078\u306e\u63a5\u7d9a<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a8d\u8a3c\u3068\u30e6\u30fc\u30b6\u30fc\u7ba1\u7406\u306e\u305f\u3081\u306b\u30e1\u30f3\u30d0\u30fc\u306eActive Directory\u3078\u306e\u63a5\u7d9a\u304c\u5fc5\u8981\u3067\u3059\u304b\uff1f\u9280\u884c\u54e1\u3084\u5f93\u696d\u54e1\u306e\u30a2\u30af\u30bb\u30b9\u6a29\u3092\u3053\u306e\u7d71\u5408\u3067\u7ba1\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"30\" class=\"wp-block-list\">\n<li>\u30e6\u30fc\u30b6\u30fc\u8a8d\u8a3c\u65b9\u6cd5<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u3084\u9280\u884c\u54e1\u306b\u3069\u306e\u3088\u3046\u306a\u8a8d\u8a3c\u65b9\u6cd5\uff08SSO\u3001MFA\u3001\u751f\u4f53\u8a8d\u8a3c\u306a\u3069\uff09\u3092\u8981\u6c42\u3057\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"31\" class=\"wp-block-list\">\n<li>\u30bb\u30c3\u30b7\u30e7\u30f3\u7ba1\u7406<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30bb\u30c3\u30b7\u30e7\u30f3\u306e\u30bf\u30a4\u30e0\u30a2\u30a6\u30c8\u3001\u518d\u8a8d\u8a3c\u3001\u307e\u305f\u306f\u30c7\u30d0\u30a4\u30b9\u306e\u5236\u9650\u3092\u5f37\u5236\u3059\u3079\u304d\u304b\u3002<\/p>\n\n\n\n<ol start=\"32\" class=\"wp-block-list\">\n<li>\u5f53\u521d\u306e\u8cc7\u91d1\u8abf\u9054<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e3\u5ea7\u958b\u8a2d\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3044\u3066\u3001\u6700\u521d\u306e\u5165\u91d1\u3084\u632f\u8fbc\u306e\u6307\u793a\u3092\u8a31\u53ef\u307e\u305f\u306f\u8981\u6c42\u3059\u3079\u304d\u304b\u3002<\/p>\n\n\n\n<ol start=\"33\" class=\"wp-block-list\">\n<li>\u652f\u6255\u3044\u7d71\u5408<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u4e00\u74b0\u3068\u3057\u3066\u3001\u6c7a\u6e08\u30b7\u30b9\u30c6\u30e0\uff08SWIFT\u3001SEPA\u3001\u793e\u5185\u30ec\u30fc\u30eb\u306a\u3069\uff09\u3068\u306e\u7d71\u5408\u304c\u5fc5\u8981\u3067\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"34\" class=\"wp-block-list\">\n<li>\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3\u306e\u9075\u5b88<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u304c\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3\u57fa\u6e96\uff08WCAG\u3001ADA\u306a\u3069\uff09\u306b\u6e96\u62e0\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"35\" class=\"wp-block-list\">\n<li>\u8a00\u8a9e\u30d5\u30a9\u30fc\u30eb\u30d0\u30c3\u30af<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u304c\u9078\u629e\u3057\u305f\u8a00\u8a9e\u3067\u6587\u66f8\u304c\u5165\u624b\u3067\u304d\u306a\u3044\u5834\u5408\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u30c7\u30d5\u30a9\u30eb\u30c8\u3067\u82f1\u8a9e\u306b\u3059\u3079\u304d\u304b\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30d6\u30ed\u30c3\u30af\u3059\u3079\u304d\u304b\u3002<\/p>\n\n\n\n<ol start=\"36\" class=\"wp-block-list\">\n<li>\u30ac\u30a4\u30c9\u4ed8\u304d\u4f53\u9a13<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306b\u3001\u30ac\u30a4\u30c9\u4ed8\u304d\u30d5\u30ed\u30fc\u3001\u30c4\u30fc\u30eb\u30c1\u30c3\u30d7\u3001\u30a6\u30a3\u30b6\u30fc\u30c9\u3001\u307e\u305f\u306f\u30e9\u30a4\u30d6\u30c1\u30e3\u30c3\u30c8\u306b\u3088\u308b\u652f\u63f4\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"37\" 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class=\"wp-block-list\">\n<li>\u30ab\u30b9\u30bf\u30e0\u30ec\u30dd\u30fc\u30c8<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u653e\u68c4\u7387\u3001\u6587\u66f8\u30a8\u30e9\u30fc\u3001\u627f\u8a8d\u307e\u3067\u306e\u6642\u9593\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u95a2\u3059\u308b\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3084\u30ec\u30dd\u30fc\u30c8\u304c\u5fc5\u8981\u3067\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"40\" class=\"wp-block-list\">\n<li>\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3068\u306e\u7d71\u5408<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b8c\u4e86\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c7\u30fc\u30bf\u3092\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u30d7\u30c3\u30b7\u30e5\u3059\u3079\u304d\u304b\u3001\u305d\u308c\u3068\u3082InvestGlass CRM\u306e\u307f\u306b\u30d7\u30c3\u30b7\u30e5\u3059\u3079\u304d\u304b\uff1f<\/p>\n\n\n\n<ol start=\"41\" class=\"wp-block-list\">\n<li>\u7b2c\u4e09\u8005\u6a5f\u95a2 <a href=\"https:\/\/help.investglass.com\/reference\/getting-started#\/\">InvestGlass API\u3092\u4f7f\u7528\u3057\u305fAPI<\/a><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u7a0e\u52d9\u5f53\u5c40\u3001\u4fe1\u7528\u60c5\u5831\u6a5f\u95a2\u3001\u898f\u5236\u5f53\u5c40\u306a\u3069\u306e\u7b2c\u4e09\u8005\u3068\u306e\u7d71\u5408\u304c\u5fc5\u8981\u3067\u3059\u304b\uff1f<\/p>\n\n\n\n<ol start=\"42\" class=\"wp-block-list\">\n<li>API\u306e\u53ef\u7528\u6027<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30fc\u30c8\u30ca\u30fc\u306b\u516c\u958b\u3059\u308bAPI\u304c\u5fc5\u8981\u306a\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u5185\u90e8\u5229\u7528\u306e\u307f\u306a\u306e\u304b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass API<\/p>\n\n\n\n<ol start=\"43\" 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class=\"wp-block-paragraph\">\u8cea\u554f\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u304a\u77e5\u3089\u305b\u304f\u3060\u3055\u3044\uff01<\/p>","protected":false},"excerpt":{"rendered":"<p>Welcome to this InvestGlass presentation about digital onboarding. I&#8217;m Alexander, the CEO of InvestGlass, and during this presentation we&#8217;ll show you how to onboard prospects, proceed with KYC remediation, and off board your customers. We will add 50 questions you should be using to answer your next request for proposal! InvestGlass is a sales automation platform: the number one Swiss solution with no US footprint. It can be deployed on your own servers or hosted on Swiss servers. InvestGlass is a family-owned Swiss company offering all the tools you need for automation. We currently serve over 120 customers worldwide, across finance, insurance, governments, associations, clubs, and companies of all sizes. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47537,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1235],"class_list":["post-48091","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-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>Best Onboarding Software for Seamless Integration | InvestGlass<\/title>\n<meta name=\"description\" content=\"Welcome to this InvestGlass presentation about digital onboarding. I&#039;m\" \/>\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\u9069\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9078\u3073\u65b9\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Choose the Best Onboarding Software (Step-by-Step + RFP Template)\" \/>\n<meta property=\"og:description\" content=\"Welcome to this InvestGlass presentation about digital onboarding. 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