{"id":48470,"date":"2025-10-30T10:34:45","date_gmt":"2025-10-30T09:34:45","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48470"},"modified":"2025-11-06T20:00:24","modified_gmt":"2025-11-06T19:00:24","slug":"investglass%e3%81%af%e3%80%81%e7%b5%b1%e5%90%88%e3%81%95%e3%82%8c%e3%81%9f%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88crm%e3%81%ab%e3%81%8a","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/investglass-the-superior-alternative-to-harvest-o2s-for-integrated-wealth-management-crm\/","title":{"rendered":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u7d71\u5408\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8CRM\u306e\u305f\u3081\u306e\u30cf\u30fc\u30d9\u30b9\u30c8O2S\u306b\u4ee3\u308f\u308b\u512a\u308c\u305f\u9078\u629e\u80a2"},"content":{"rendered":"

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\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong><\/td>CRM\u3068\u306f\u5225\u306b\u3001\u30c7\u30fc\u30bf\u8ee2\u9001\u304c\u5fc5\u8981\u3002.<\/td>\u5b8c\u5168\u306b\u7d71\u5408\u3055\u308c\u305f\u00a0\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb<\/a>.<\/td>\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u306f\u4e00\u5ea6\u53d6\u308a\u8fbc\u307e\u308c\u308b\u3068\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5168\u4f53\u306b\u81ea\u52d5\u7684\u306b\u53cd\u6620\u3055\u308c\u307e\u3059\u3002.<\/td><\/tr>
\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/strong><\/td>\u5225\u88fd\u54c1\u306eMoneyPitch\u3068\u306e\u7d71\u5408\u304c\u5fc5\u8981\u3002.<\/td>\u5b8c\u5168\u306b\u7d71\u5408\u3055\u308c\u305f\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/a>.<\/td>\u304a\u5ba2\u69d8\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3078\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30a2\u30af\u30bb\u30b9\u3084\u5b89\u5168\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u4e00\u8cab\u6027\u306e\u3042\u308b\u6700\u65b0\u306e\u30c7\u30b8\u30bf\u30eb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/td><\/tr>
\u30c7\u30fc\u30bf\u4e3b\u6a29<\/strong><\/td>\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001\u3059\u3079\u3066\u306e\u4e3b\u6a29\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3068\u306f\u9650\u3089\u306a\u3044\u3002.<\/td>\u5b8c\u5168\u306a\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u5b9f\u73fe\u3059\u308b\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3002.<\/td>\u9867\u5ba2\u306e\u6a5f\u5bc6\u30c7\u30fc\u30bf\u306b\u5bfe\u3057\u3066\u6700\u9ad8\u30ec\u30d9\u30eb\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u7d71\u5408CRM\u306e\u6226\u7565\u7684\u30d1\u30ef\u30fc<\/h2>\n\n\n\n

InvestGlass\u306e\u3088\u3046\u306a\u7d71\u5408CRM\u306e\u5229\u70b9\u306f\u3001\u5358\u306a\u308b\u5229\u4fbf\u6027\u306b\u3068\u3069\u307e\u308a\u307e\u305b\u3093\u3002\u305d\u308c\u306f\u3001\u304a\u5ba2\u69d8\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u52d9\u306b\u3068\u3063\u3066\u5177\u4f53\u7684\u306a\u6226\u7565\u7684\u5229\u70b9\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n

1.\u30c7\u30fc\u30bf\u306e\u529b\u3092\u5f15\u304d\u51fa\u3059<\/h3>\n\n\n\n

CRM\u304cPMS\u3068\u7d71\u5408\u3055\u308c\u3066\u3044\u308c\u3070\u3001\u30b5\u30a4\u30ed\u5316\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u306f\u4e0d\u53ef\u80fd\u306a\u3001\u5f37\u529b\u306a\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u5f15\u304d\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3001\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u306b\u57fa\u3065\u3044\u305f\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306a\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9ad8\u5ea6\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u65b0\u305f\u306a\u6210\u9577\u6a5f\u4f1a\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

2.\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u5275\u9020<\/h3>\n\n\n\n

\u898b\u8fbc\u307f\u5ba2\u304c\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u4e0a\u306e\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3057\u305f\u77ac\u9593\u304b\u3089\u3001\u9577\u671f\u7684\u306a\u9867\u5ba2\u3068\u306a\u308b\u65e5\u307e\u3067\u3001\u5f7c\u3089\u306e\u65c5\u306f\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u4e00\u8cab\u6027\u306e\u3042\u308b\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002InvestGlass\u3067\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3067\u53d6\u5f97\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306fCRM\u306b\u76f4\u63a5\u6d41\u308c\u8fbc\u307f\u3001CRM\u306f\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306b\u30d5\u30a3\u30fc\u30c9\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u7d71\u4e00\u3055\u308c\u305f\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306a\u4f53\u9a13\u304c\u751f\u307e\u308c\u3001\u4fe1\u983c\u3068\u30ed\u30a4\u30e4\u30ea\u30c6\u30a3\u304c\u69cb\u7bc9\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n

3.\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3068\u55b6\u696d\u6d3b\u52d5\u306e\u5f37\u5316<\/h3>\n\n\n\n

InvestGlass\u306e\u7d71\u5408\u3055\u308c\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30af\u30e9\u30a6\u30c9\u306b\u3088\u308a\u3001CRM\u306e\u8c4a\u5bcc\u306a\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u958b\u59cb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002E\u30e1\u30fc\u30eb\u30b7\u30fc\u30b1\u30f3\u30b9\u3092\u81ea\u52d5\u5316\u3057\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u8ffd\u8de1\u3057\u3001\u3088\u308a\u52b9\u679c\u7684\u306b\u30ea\u30fc\u30c9\u3092\u80b2\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u55b6\u696d\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u9023\u643a\u306f\u6210\u9577\u306e\u305f\u3081\u306e\u5f37\u529b\u306a\u30a8\u30f3\u30b8\u30f3\u3067\u3059\u3002.<\/p>\n\n\n\n

\u7d50\u8ad6\u5358\u306a\u308b\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3067\u306f\u306a\u304f\u3001\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u3068\u3057\u3066\u306eCRM<\/h2>\n\n\n\n

Harvest O2S\u306f\u6709\u80fd\u306aCRM\u3067\u3059\u304c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u5bfe\u3059\u308b\u5f93\u6765\u306e\u30b5\u30a4\u30ed\u5316\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u8c61\u5fb4\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u65e5\u306e\u7af6\u4e89\u74b0\u5883\u3067\u306f\u3001CRM\u306f\u5358\u306a\u308b\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u4ee5\u4e0a\u306e\u3082\u306e\u3067\u3042\u308b\u3079\u304d\u3067\u3059\u3002InvestGlass\u306f\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001CRM\u3092\u5358\u306a\u308b\u30c4\u30fc\u30eb\u304b\u3089\u30d3\u30b8\u30cd\u30b9\u5168\u4f53\u306e\u4e2d\u5fc3\u7684\u306a\u30cf\u30d6\u306b\u5909\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n

InvestGlass\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306f\u3001\u5358\u306b\u65b0\u3057\u3044CRM\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u512a\u308c\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u3001\u696d\u52d9\u306e\u52b9\u7387\u5316\u3092\u4fc3\u9032\u3057\u3001\u771f\u306b\u5c06\u6765\u6027\u306e\u3042\u308b\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u52d9\u3092\u69cb\u7bc9\u3059\u308b\u529b\u3092\u4e0e\u3048\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n

\u7d71\u5408CRM\u306e\u5a01\u529b\u3092\u5b9f\u969b\u306b\u3054\u89a7\u304f\u3060\u3055\u3044\u3001, \u30c7\u30e2\u306e\u3054\u4e88\u7d04 <\/a>\u4eca\u65e5\u306e\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e.<\/p>\n\n\n\n

<\/p>","protected":false},"excerpt":{"rendered":"

Introduction: Beyond a Standalone CRM In wealth management, the Customer Relationship Management (CRM) system is the heart of the advisory practice. It is the central repository for client information, the engine for communication, and the foundation for building lasting relationships. Harvest O2S is a powerful patrimonial CRM designed to help wealth managers pilot their daily activities. However, in today’s interconnected digital landscape, a standalone CRM, no matter how powerful, is no longer enough. The future of wealth management technology lies in fully integrated platforms where the CRM is not just a siloed application, but the central nervous system of the entire firm. This article will demonstrate why InvestGlass, with its all-in-one, […]<\/p>\n","protected":false},"author":1,"featured_media":47223,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19],"class_list":["post-48470","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm"],"yoast_head":"\nAlternative to Harvest O2S: InvestGlass Advantages | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore the superior alternative to Harvest O2S for wealth management. Discover InvestGlass and its integrated platform for success.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/investglass\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8crm\u306b\u304a\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"InvestGlass: The Superior Alternative to Harvest O2S for Integrated Wealth Management CRM\" \/>\n<meta property=\"og:description\" content=\"Introduction: Beyond a Standalone CRM In wealth management, the Customer\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/investglass\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8crm\u306b\u304a\/\" \/>\n<meta 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