{"id":48476,"date":"2025-11-03T11:29:43","date_gmt":"2025-11-03T10:29:43","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48476"},"modified":"2025-10-30T11:35:56","modified_gmt":"2025-10-30T10:35:56","slug":"%e6%ac%a7%e5%b7%9e%e3%81%ae%e9%8a%80%e8%a1%8c%e3%81%8c%e9%a1%a7%e5%ae%a2%e3%83%a9%e3%82%a4%e3%83%95%e3%82%b5%e3%82%a4%e3%82%af%e3%83%ab%e7%ae%a1%e7%90%86%e3%81%ab%e3%82%a4%e3%83%b3%e3%83%99%e3%82%b9","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/the-sovereign-advantage-why-european-banks-are-choosing-investglass-for-client-lifecycle-management\/","title":{"rendered":"\u30bd\u30d6\u30ea\u30f3\u30a2\u30c9\u30d0\u30f3\u30c6\u30fc\u30b8\uff1a\u6b27\u5dde\u306e\u9280\u884c\u304c\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\u306bInvestGlass\u3092\u9078\u3076\u7406\u7531"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u4e16\u754c\u3067\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\uff08CLM\uff09\u306e\u52b9\u7387\u6027\u3068\u6709\u52b9\u6027\u306f\u3001\u5358\u306a\u308b\u696d\u52d9\u4e0a\u306e\u7d30\u90e8\u306b\u3068\u3069\u307e\u3089\u305a\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u306e\u57fa\u76e4\u3067\u3042\u308a\u3001\u53ce\u76ca\u6027\u306e\u539f\u52d5\u529b\u3067\u3082\u3042\u308b\u3002\u9577\u5e74\u306b\u308f\u305f\u308a\u3001\u3053\u306e\u696d\u754c\u306f\u4e00\u63e1\u308a\u306e\u30d7\u30ec\u30fc\u30e4\u30fc\u306b\u3088\u3063\u3066\u652f\u914d\u3055\u308c\u3001\u305d\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3057\u3070\u3057\u3070\u30a2\u30e1\u30ea\u30ab\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b9\u30bf\u30c3\u30af\u306b\u3088\u3063\u3066\u69cb\u7bc9\u3055\u308c\u3066\u304d\u305f\u3002\u3057\u304b\u3057\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u67d4\u8edf\u6027\u3001\u771f\u306b\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u512a\u5148\u3059\u308b\u65b0\u3057\u3044\u30d1\u30e9\u30c0\u30a4\u30e0\u304c\u51fa\u73fe\u3057\u3064\u3064\u3042\u308b\u3002\u30b9\u30a4\u30b9\u3092\u62e0\u70b9\u3068\u3059\u308bInvestGlass\u306f\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u4e2d\u306e\u76ee\u306e\u80a5\u3048\u305f\u91d1\u878d\u6a5f\u95a2\u306b\u9078\u3070\u308c\u308bCLM\u306b\u6025\u901f\u306b\u306a\u308a\u3064\u3064\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u82f1\u56fd\u3092\u62e0\u70b9\u3068\u3059\u308b\u8457\u540d\u306a\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3067\u3042\u308bWealth Dynamix\u3068InvestGlass\u304c\u63d0\u4f9b\u3059\u308bCLM\u306e\u6c7a\u5b9a\u7684\u306a\u9055\u3044\u3092\u63a2\u308a\u307e\u3059\u3002\u591a\u304f\u306e\u9280\u884c\u5bb6\u3084\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3068\u3063\u3066\u3001InvestGlass\u304c\u63d0\u4f9b\u3059\u308b\u30b9\u30a4\u30b9\u88fd\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u3001\u3088\u308a\u6226\u7565\u7684\u3067\u5c06\u6765\u6027\u306e\u3042\u308b\u9078\u629e\u3067\u3042\u308b\u7406\u7531\u3092\u6398\u308a\u4e0b\u3052\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-you-ll-learn\">\u4f55\u3092\u5b66\u3076\u304b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u5305\u62ec\u7684\u306a\u5206\u6790\u3067\u306f\u3001\u5f93\u6765\u306eCLM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u65b0\u4e16\u4ee3\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u57fa\u672c\u7684\u306a\u9055\u3044\u3092\u660e\u3089\u304b\u306b\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u4e3b\u6a29\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u3001\u5c55\u958b\u306e\u67d4\u8edf\u6027\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6a5f\u80fd\u3001\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u306b\u3064\u3044\u3066\u691c\u8a3c\u3057\u307e\u3059\u3002\u3053\u306e\u8a18\u4e8b\u3092\u8aad\u307f\u7d42\u308f\u308b\u9803\u306b\u306f\u3001\u306a\u305c\u6b27\u5dde\u306e\u91d1\u878d\u6a5f\u95a2\u304cWealth Dynamix\u306e\u3088\u3046\u306a\u65e2\u5b58\u306e\u30d7\u30ec\u30fc\u30e4\u30fc\u3067\u306f\u306a\u304f\u3001InvestGlass\u3092\u9078\u3076\u3088\u3046\u306b\u306a\u3063\u3066\u304d\u3066\u3044\u308b\u306e\u304b\u304c\u7406\u89e3\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-clm-landscape-a-tale-of-two-philosophies\">CLM\u306e\u5c55\u671b\uff1a\u4e8c\u3064\u306e\u54f2\u5b66\u306e\u7269\u8a9e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Wealth Dynamix\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u5e02\u5834\u306b\u304a\u3044\u3066\u78ba\u56fa\u305f\u308b\u5730\u4f4d\u3092\u78ba\u7acb\u3057\u3066\u304a\u308a\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306e\u7ba1\u7406\u3092\u652f\u63f4\u3059\u308b\u5305\u62ec\u7684\u306aCLM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002WDX1\u3084SaaS\u30d9\u30fc\u30b9\u306eCLMi\u3092\u542b\u3080\u540c\u793e\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u52b9\u7387\u6027\u3092\u9ad8\u3081\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5411\u4e0a\u3055\u305b\u3001\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u308b\u3002WDX1\u3068SaaS\u30d9\u30fc\u30b9\u306eCLMi\u3092\u542b\u3080\u540c\u793e\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u52b9\u7387\u6027\u306e\u5411\u4e0a\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u6539\u5584\u3001\u6cd5\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u78ba\u4fdd\u3092\u76ee\u7684\u3068\u3057\u3066\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u5805\u7262\u3067\u5e83\u304f\u5229\u7528\u3055\u308c\u3066\u3044\u308bMicrosoft Dynamics\u306e\u30d1\u30ef\u30fc\u3092\u6d3b\u7528\u3057\u3066\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3057\u304b\u3057\u3001\u7c73\u56fd\u306e\u5de8\u5927\u30cf\u30a4\u30c6\u30af\u4f01\u696d\u3078\u306e\u4f9d\u5b58\u306f\u3001\u89aa\u3057\u307f\u3084\u3059\u3055\u3068\u4e00\u5b9a\u306e\u5b89\u5fc3\u611f\u3092\u63d0\u4f9b\u3059\u308b\u4e00\u65b9\u3067\u3001\u7279\u306b\u8907\u96d1\u5316\u3059\u308b\u898f\u5236\u74b0\u5883\u306e\u4e2d\u3067\u6d3b\u52d5\u3059\u308b\u6b27\u5dde\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u306f\u3001\u56fa\u6709\u306e\u8ab2\u984c\u3082\u3082\u305f\u3089\u3059\u3002\u305d\u3053\u3067\u3001InvestGlass\u306f\u8aac\u5f97\u529b\u306e\u3042\u308b\u4ee3\u66ff\u6848\u3092\u63d0\u793a\u3059\u308b\u3002100%\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u3001InvestGlass\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u30aa\u30fc\u30d7\u30f3\u30fb\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3001\u5b8c\u5168\u306a\u9867\u5ba2\u7ba1\u7406\u306e\u539f\u5247\u306e\u4e0a\u306b\u69cb\u7bc9\u3055\u308c\u305f\u3001\u6839\u672c\u7684\u306b\u7570\u306a\u308b\u54f2\u5b66\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-data-sovereignty-the-non-negotiable-for-european-finance\">\u30c7\u30fc\u30bf\u4e3b\u6a29\uff1a\u6b27\u5dde\u91d1\u878d\u306b\u3068\u3063\u3066\u8b72\u308c\u306a\u3044\u3082\u306e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">GDPR\u5f8c\u306e\u6642\u4ee3\u306b\u304a\u3044\u3066\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u3082\u306f\u3084\u30cb\u30c3\u30c1\u306a\u95a2\u5fc3\u4e8b\u3067\u306f\u306a\u304f\u3001\u6b27\u5dde\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u57fa\u672c\u7684\u306a\u8981\u4ef6\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u4fdd\u5b58\u3055\u308c\u3001\u3069\u306e\u3088\u3046\u306b\u51e6\u7406\u3055\u308c\u308b\u304b\u3092\u7ba1\u7406\u3059\u308b\u80fd\u529b\u306f\u3001\u5358\u306a\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u554f\u984c\u3067\u306f\u306a\u304f\u3001\u4fe1\u983c\u306e\u554f\u984c\u3067\u3042\u308b\u3002\u9867\u5ba2\u306f\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u91cd\u8981\u6027\u3092\u307e\u3059\u307e\u3059\u8a8d\u8b58\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u304a\u308a\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u9867\u5ba2\u306e\u6700\u3082\u5f37\u56fa\u306a\u64c1\u8b77\u8005\u3067\u3042\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u304cWealth Dynamix\u3068InvestGlass\u306e\u9055\u3044\u304c\u6700\u3082\u660e\u78ba\u306b\u306a\u308b\u3068\u3053\u308d\u3060\u3002Wealth Dynamix\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3068\u30af\u30e9\u30a6\u30c9\u306e\u4e21\u65b9\u306e\u5c55\u958b\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u304c\u3001\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306f\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306eAzure\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068\u672c\u8cea\u7684\u306b\u30ea\u30f3\u30af\u3057\u3066\u3044\u308b\u3002\u3064\u307e\u308a\u3001\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306f\u6700\u7d42\u7684\u306b\u7c73\u56fd\u4f01\u696d\u304c\u7ba1\u7406\u3059\u308b\u30b5\u30fc\u30d0\u30fc\u4e0a\u306b\u5b58\u5728\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u3053\u306e\u3053\u3068\u306f\u3001CLOUD\u6cd5\u306e\u3088\u3046\u306a\u6cd5\u5f8b\u306e\u4e0b\u3067\u306e\u7c73\u56fd\u5f53\u5c40\u306b\u3088\u308b\u6f5c\u5728\u7684\u306a\u30a2\u30af\u30bb\u30b9\u306b\u95a2\u3059\u308b\u91cd\u5927\u306a\u61f8\u5ff5\u3092\u5f15\u304d\u8d77\u3053\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001InvestGlass\u306f\u3053\u306e\u8ab2\u984c\u306b\u5bfe\u3057\u3066\u660e\u78ba\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002InvestGlass\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5b89\u5168\u306a\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u4e0a\u3067\u3082\u3001\u9867\u5ba2\u81ea\u8eab\u306e\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30fb\u30b5\u30fc\u30d0\u30fc\u4e0a\u3067\u3082\u5c55\u958b\u3067\u304d\u308b\u3002\u3053\u306e\u305f\u3081\u3001\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u3092\u5b8c\u5168\u306b\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u60c5\u5831\u304c\u6b27\u5dde\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306e\u7ba1\u8f44\u5185\u306b\u3068\u3069\u307e\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77\u306b\u771f\u5263\u306b\u53d6\u308a\u7d44\u3080\u9280\u884c\u5bb6\u3084\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u5f37\u529b\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cInvestGlass\u306f\u7c73\u56fd\u30af\u30e9\u30a6\u30c9\u306b\u4ee3\u308f\u308b\u6700\u9ad8\u306e\u9078\u629e\u80a2\u3092\u63d0\u4f9b\u3057\u307e\u3059\uff1a\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u9078\u3076\u304b\u3001\u81ea\u793e\u30b5\u30fc\u30d0\u30fc\u3092\u4f7f\u3046\u304b\u3002\u201d- \u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-1024x683.jpg\" alt=\"\u30b9\u30a4\u30b9\u3067\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3088\u308a\u5b89\u5168\" class=\"wp-image-47740\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-scaled.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30b9\u30a4\u30b9\u3067\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3088\u308a\u5b89\u5168<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-understanding-the-cloud-act-implications\">CLOUD\u6cd5\u306e\u610f\u5473\u3092\u7406\u89e3\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2018\u5e74\u306b\u7c73\u56fd\u8b70\u4f1a\u3067\u53ef\u6c7a\u3055\u308c\u305fClarifying Lawful Overseas Use of Data (CLOUD) Act\u306f\u3001\u7c73\u56fd\u306e\u6cd5\u57f7\u884c\u6a5f\u95a2\u304c\u3001\u30c7\u30fc\u30bf\u304c\u7c73\u56fd\u5185\u306b\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u304b\u5916\u56fd\u306b\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u304b\u306b\u95a2\u4fc2\u306a\u304f\u3001\u7c73\u56fd\u3092\u62e0\u70b9\u3068\u3059\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696d\u306b\u5bfe\u3057\u3001\u8981\u6c42\u3055\u308c\u305f\u30b5\u30fc\u30d0\u30fc\u306b\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u30c7\u30fc\u30bf\u306e\u63d0\u4f9b\u3092\u5f37\u5236\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3002\u3053\u308c\u306f\u3001\u7c73\u56fd\u3092\u62e0\u70b9\u3068\u3059\u308b\u30af\u30e9\u30a6\u30c9\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u5229\u7528\u3057\u3066\u3044\u308b\u6b27\u5dde\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u91cd\u5927\u306a\u610f\u5473\u3092\u6301\u3064\u3002\u305f\u3068\u3048\u6b27\u5dde\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u30c7\u30fc\u30bf\u304c\u4fdd\u5b58\u3055\u308c\u3066\u3044\u305f\u3068\u3057\u3066\u3082\u3001\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304c\u7c73\u56fd\u4f01\u696d\u3067\u3042\u308c\u3070\u3001\u305d\u306e\u30c7\u30fc\u30bf\u306f\u7c73\u56fd\u5f53\u5c40\u306b\u3088\u3063\u3066\u30a2\u30af\u30bb\u30b9\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u6a5f\u5bc6\u60c5\u5831\u3092\u6271\u3046\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u5bb9\u8a8d\u3067\u304d\u306a\u3044\u30ea\u30b9\u30af\u3068\u306a\u308b\u3002InvestGlass\u304c\u63d0\u4f9b\u3059\u308b\u30b9\u30a4\u30b9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u3053\u306e\u61f8\u5ff5\u3092\u5b8c\u5168\u306b\u6255\u62ed\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306f\u6b27\u5dde\u9023\u5408\uff08EU\uff09\u306e\u4e00\u90e8\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001GDPR\u3068\u540c\u7b49\u3068\u307f\u306a\u3055\u308c\u308b\u72ec\u81ea\u306e\u5f37\u56fa\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u306e\u67a0\u7d44\u307f\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30b9\u30a4\u30b9\u4f01\u696d\u306fCLOUD\u6cd5\u306e\u9069\u7528\u3092\u53d7\u3051\u306a\u3044\u305f\u3081\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4fdd\u8b77\u304c\u3055\u3089\u306b\u5f37\u5316\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-flexibility-and-customisation-a-tale-of-two-approaches\">\u67d4\u8edf\u6027\u3068\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\uff1a2\u3064\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306e\u7269\u8a9e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Wealth Dynamix\u3082InvestGlass\u3082\u3001\u67d4\u8edf\u3067\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3068\u4e3b\u5f35\u3057\u3066\u3044\u308b\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u67d4\u8edf\u6027\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u6839\u672c\u7684\u306b\u7570\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealth Dynamix\u306eWDX1\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306fMicrosoft Dynamics\u4e0a\u306b\u69cb\u7bc9\u3055\u308c\u3066\u304a\u308a\u3001\u9ad8\u5ea6\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u53ef\u80fd\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306b\u306fDynamics\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u95a2\u3059\u308b\u5c02\u9580\u7684\u306a\u77e5\u8b58\u304c\u5fc5\u8981\u306a\u5834\u5408\u304c\u591a\u304f\u3001\u8907\u96d1\u3067\u30b3\u30b9\u30c8\u306e\u304b\u304b\u308b\u958b\u767a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u52a0\u901f\u3055\u305b\u308b\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u4e00\u65b9\u3067\u3001\u57fa\u76e4\u3068\u306a\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u5e83\u5927\u3067\u8907\u96d1\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3067\u3042\u308b\u305f\u3081\u3001\u9577\u671f\u7684\u306a\u7ba1\u7406\u3068\u9069\u5fdc\u304c\u96e3\u3057\u3044\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u308c\u3068\u306f\u5bfe\u7167\u7684\u306b\u3001InvestGlass\u306f\u30aa\u30fc\u30d7\u30f3\u3067\u67d4\u8edf\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u4e00\u304b\u3089\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u30ce\u30fc\u30b3\u30fc\u30c9\uff0f\u30ed\u30fc\u30b3\u30fc\u30c9\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u30d3\u30b8\u30cd\u30b9\u30fb\u30e6\u30fc\u30b6\u30fc\u306fIT\u90e8\u9580\u304c\u95a2\u4e0e\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30d5\u30a9\u30fc\u30e0\u3001\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3001\u5909\u66f4\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u4fca\u654f\u6027\u306f\u3001\u6025\u901f\u306b\u5909\u5316\u3059\u308b\u5e02\u5834\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u5229\u70b9\u3067\u3042\u308a\u3001\u4f01\u696d\u306f\u65b0\u3057\u3044\u898f\u5236\u3078\u306e\u8fc5\u901f\u306a\u5bfe\u5fdc\u3001\u65b0\u5546\u54c1\u306e\u767a\u58f2\u3001\u9032\u5316\u3059\u308b\u9867\u5ba2\u30cb\u30fc\u30ba\u3078\u306e\u5bfe\u5fdc\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306b\u3001InvestGlass\u306e\u30aa\u30fc\u30d7\u30f3API\u3068\u30b9\u30de\u30fc\u30c8\u306a\u7d71\u5408\u6a5f\u80fd\u306f\u3001\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u63a5\u7d9a\u3092\u5bb9\u6613\u306b\u3057\u3001\u771f\u306b\u7d71\u4e00\u3055\u308c\u305f\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u74b0\u5883\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u3092\u751f\u307f\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306e\u59a8\u3052\u3068\u306a\u308b\u5f93\u6765\u306eCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5c02\u6709\u7684\u306a\u6027\u8cea\u3068\u306f\u5bfe\u7167\u7684\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-comparison-table-customisation-capabilities\">\u6bd4\u8f03\u8868\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6a5f\u80fd<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\u7279\u5fb4<\/td><td>\u30a6\u30a7\u30eb\u30b9\u30fb\u30c0\u30a4\u30ca\u30df\u30af\u30b9<\/td><td>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/td><\/tr><tr><td>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1<\/td><td>Microsoft Dynamics\u306b\u3088\u308b\u30b3\u30fc\u30c9\u30d9\u30fc\u30b9<\/td><td>\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/td><\/tr><tr><td>\u5fc5\u8981\u306a\u6280\u8853\u7684\u5c02\u9580\u77e5\u8b58<\/td><td>\u9ad8\u3044\uff08\u30c0\u30a4\u30ca\u30df\u30af\u30b9\u306e\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\uff09<\/td><td>\u4f4e\u3044\uff08\u30d3\u30b8\u30cd\u30b9\u30e6\u30fc\u30b6\u30fc\uff09<\/td><\/tr><tr><td>\u5909\u66f4\u306e\u5b9f\u65bd\u6642\u671f<\/td><td>\u6570\u9031\u9593\u304b\u3089\u6570\u30f6\u6708<\/td><td>\u6570\u6642\u9593\u304b\u3089\u6570\u65e5<\/td><\/tr><tr><td>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u8cbb\u7528<\/td><td>\u9ad8\u3044\uff08\u5c02\u9580\u958b\u767a\u8005\uff09<\/td><td>\u4f4e\u3044\uff08\u5185\u90e8\u30ea\u30bd\u30fc\u30b9\uff09<\/td><\/tr><tr><td>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u5909\u66f4<\/td><td>\u958b\u767a\u304c\u5fc5\u8981<\/td><td>\u30d3\u30b8\u30e5\u30a2\u30eb\u30fb\u30c9\u30e9\u30c3\u30b0\uff06\u30c9\u30ed\u30c3\u30d7<\/td><\/tr><tr><td><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=\"5656\">\u30d5\u30a9\u30fc\u30e0\u30d3\u30eb\u30c0\u30fc<\/a><\/td><td>\u9650\u5b9a\u7684\u3067\u30b3\u30fc\u30c9\u304c\u591a\u3044<\/td><td>\u76f4\u611f\u7684\u3067\u30b3\u30fc\u30c9\u4e0d\u8981<\/td><\/tr><tr><td>API\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3<\/td><td>\u30c0\u30a4\u30ca\u30df\u30af\u30b9API\uff08\u8907\u96d1\uff09<\/td><td>\u30aa\u30fc\u30d7\u30f3\u3067\u6587\u66f8\u5316\u3055\u308c\u305fAPI<\/td><\/tr><tr><td>\u7d71\u5408\u306e\u67d4\u8edf\u6027<\/td><td>\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0<\/td><td>\u30d9\u30f3\u30c0\u30fc\u3092\u554f\u308f\u306a\u3044<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-end-to-end-advantage-a-truly-sovereign-tool\">\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u306e\u512a\u4f4d\u6027\u771f\u306e\u4e3b\u6a29\u30c4\u30fc\u30eb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30bb\u30fc\u30eb\u30b9\u30dd\u30a4\u30f3\u30c8\u306e\u3072\u3068\u3064\u306f\u3001\u771f\u306b\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u3067\u3042\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5657\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a>, CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u5358\u4e00\u306e\u7d71\u5408\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u7d71\u5408\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u8907\u6570\u306e\u7570\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u7528\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u306a\u308a\u3001\u8907\u96d1\u3055\u304c\u8efd\u6e1b\u3055\u308c\u3001\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u304c\u5411\u4e0a\u3057\u3001\u9867\u5ba2\u95a2\u4fc2\u306e\u5168\u4f53\u7684\u306a\u30d3\u30e5\u30fc\u304c\u63d0\u4f9b\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u7d71\u5408\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001CLM\u306e\u6587\u8108\u3067\u306f\u7279\u306b\u4fa1\u5024\u304c\u9ad8\u3044\u3002\u898b\u8fbc\u307f\u5ba2\u304c\u5fa1\u793e\u3068\u521d\u3081\u3066\u63a5\u89e6\u3057\u305f\u77ac\u9593\u304b\u3089\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3001\u305d\u3057\u3066\u7d99\u7d9a\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u307e\u3067\u3001\u3059\u3079\u3066\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u304c\u5358\u4e00\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u628a\u63e1\u30fb\u7ba1\u7406\u3055\u308c\u308b\u3002\u3053\u308c\u306f\u3001\u5358\u306b\u30d0\u30e9\u30d0\u30e9\u306e\u30c4\u30fc\u30eb\u3092\u96c6\u3081\u305f\u3060\u3051\u3067\u306f\u4e0d\u53ef\u80fd\u306a\u30ec\u30d9\u30eb\u306e\u6d1e\u5bdf\u3068\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealth Dynamix\u3082\u5305\u62ec\u7684\u306aCLM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u304c\u3001\u5f7c\u3089\u306e\u63d0\u4f9b\u3059\u308b\u3082\u306e\u306f\u3088\u308a\u30e2\u30b8\u30e5\u30fc\u30eb\u5316\u3055\u308c\u3066\u3044\u308b\u3002\u3053\u308c\u306f\u3001\u3042\u308b\u7a0b\u5ea6\u306e\u67d4\u8edf\u6027\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u4e00\u65b9\u3067\u3001\u3088\u308a\u65ad\u7247\u7684\u3067\u7d71\u5408\u6027\u306e\u4f4e\u3044\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002CLM\u3078\u306e\u771f\u306b\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u7d71\u4e00\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u6c42\u3081\u3066\u3044\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001InvestGlass\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u6027\u8cea\u306f\u5927\u304d\u306a\u5229\u70b9\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-six-core-modules-of-investglass\">InvestGlass\u306e6\u3064\u306e\u30b3\u30a2\u30e2\u30b8\u30e5\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u9023\u52d5\u3059\u308b6\u3064\u306e\u30b3\u30a2\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb\u3067\u69cb\u6210\u3055\u308c\u3066\u3044\u307e\u3059\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\/AML\u30c1\u30a7\u30c3\u30af\u3001\u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u3001\u6587\u66f8\u7ba1\u7406\u306b\u3088\u308a\u3001\u9867\u5ba2\u7372\u5f97\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u307e\u3059\u3002\u6570\u65e5\u304b\u3089\u6570\u9031\u9593\u3067\u306f\u306a\u304f\u3001\u6570\u6642\u9593\u3067\u9867\u5ba2\u3092\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.CRM - \u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3\uff1a\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u3057\u3001\u3084\u308a\u3068\u308a\u3092\u8ffd\u8de1\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5b8c\u5168\u306a\u5c65\u6b74\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002\u3053\u306eCRM\u306f\u7279\u306b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30c3\u30d4\u30f3\u30b0\u3084\u5bb6\u8a08\u7ba1\u7406\u306a\u3069\u306e\u6a5f\u80fd\u3092\u5099\u3048\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.<a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5654\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/a> (PMS\uff09\uff1a\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30e2\u30cb\u30bf\u30fc\u3057\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8ffd\u8de1\u3057\u3001\u5305\u62ec\u7684\u306a\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002PMS\u306f\u5f93\u6765\u306e\u9280\u884c\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3055\u308c\u3001\u6697\u53f7\u901a\u8ca8\u8cc7\u7523\u3082\u6271\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4.Marketing Cloud\uff1a\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u4f5c\u6210\u3057\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u8ffd\u8de1\u3057\u3001\u30bb\u30fc\u30eb\u30b9\u30d5\u30a1\u30cd\u30eb\u3092\u901a\u3058\u3066\u30ea\u30fc\u30c9\u3092\u80b2\u6210\u3057\u307e\u3059\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u306b\u3088\u308a\u3001\u898b\u8fbc\u307f\u5ba2\u306e\u53d6\u308a\u3053\u307c\u3057\u304c\u306a\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.\u9867\u5ba2\u30fb\u5f93\u696d\u54e1\u30dd\u30fc\u30bf\u30eb\uff1a\u304a\u5ba2\u69d8\u306e\u60c5\u5831\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3078\u306e\u5b89\u5168\u306a\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u304a\u5ba2\u69d8\u306e\u30d6\u30e9\u30f3\u30c9\u30fb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306b\u5408\u308f\u305b\u3066\u5b8c\u5168\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6.<a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e5%8c%96%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u4eba\u5de5\u77e5\u80fd\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5655\">\u4eba\u5de5\u77e5\u80fd<\/a>:AI\u3092\u6d3b\u7528\u3057\u305f\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30eb\u30fc\u30c6\u30a3\u30f3\u30ef\u30fc\u30af\u306e\u51e6\u7406\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30ec\u30b3\u30e1\u30f3\u30c7\u30fc\u30b7\u30e7\u30f3\u306e\u63d0\u4f9b\u3001\u30af\u30ed\u30b9\u30bb\u30eb\u3084\u30a2\u30c3\u30d7\u30bb\u30eb\u306e\u6a5f\u4f1a\u306e\u7279\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-1024x701.png\" alt=\"\u52b9\u679c\u7684\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0CRM\u30b7\u30b9\u30c6\u30e0 InvestGlass\" class=\"wp-image-47024\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u52b9\u679c\u7684\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0CRM\u30b7\u30b9\u30c6\u30e0 InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-regulatory-compliance-built-in-vs-bolt-on\">\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\uff1a\u30d3\u30eb\u30c8\u30a4\u30f3\u3068\u30dc\u30eb\u30c8\u30aa\u30f3<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b27\u5dde\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3059\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u898f\u5236\u9075\u5b88\u306f\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u306f\u306a\u304f\u3001\u4e8b\u696d\u3092\u884c\u3046\u4e0a\u3067\u306e\u57fa\u672c\u7684\u306a\u8981\u4ef6\u3067\u3042\u308b\u3002GDPR\u3001MiFID II\u3001FINSA\u3001\u304a\u3088\u3073\u69d8\u3005\u306a\u56fd\u5185\u898f\u5236\u306a\u3069\u306e\u67a0\u7d44\u307f\u306f\u3059\u3079\u3066\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u3001\u4fdd\u5b58\u3001\u51e6\u7406\u65b9\u6cd5\u306b\u53b3\u3057\u3044\u8981\u4ef6\u3092\u8ab2\u3057\u3066\u304a\u308a\u3001\u898f\u5236\u306e\u72b6\u6cc1\u306f\u8907\u96d1\u3067\u5e38\u306b\u9032\u5316\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u4e2d\u6838\u3068\u3057\u3066\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u306f\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u76e3\u67fb\u8a3c\u8de1\u3001\u540c\u610f\u7ba1\u7406\u3001\u30c7\u30fc\u30bf\u4fdd\u6301\u30dd\u30ea\u30b7\u30fc\u306a\u3069\u3001\u4f01\u696d\u304c\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u3092\u679c\u305f\u3059\u305f\u3081\u306e\u6a5f\u80fd\u304c\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30b9\u30a4\u30b9\u88fd\u3067\u3001\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3067\u304d\u308b\u305f\u3081\u3001\u6b27\u5dde\u306e\u898f\u5236\u8981\u4ef6\u306b\u81ea\u7136\u306b\u9069\u5408\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealth Dynamix\u306f\u3001\u78ba\u304b\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u304c\u3001\u57fa\u76e4\u3068\u306a\u308bMicrosoft Dynamics\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3092\u8a2d\u5b9a\u307e\u305f\u306f\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306b\u8907\u96d1\u3055\u3068\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u3055\u3089\u306b\u3001\u7c73\u56fd\u3092\u62e0\u70b9\u3068\u3059\u308b\u30af\u30e9\u30a6\u30c9\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u7279\u306b\u30c7\u30fc\u30bf\u8ee2\u9001\u3084\u7b2c\u4e09\u56fd\u3067\u306e\u51e6\u7406\u306b\u95a2\u9023\u3057\u3066\u3001\u3055\u3089\u306a\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u8ab2\u984c\u304c\u751f\u3058\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-regulatory-considerations\">\u4e3b\u306a\u898f\u5236\u4e0a\u306e\u8003\u616e\u4e8b\u9805<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\u898f\u5236<\/td><td>\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1<\/td><td>\u30a6\u30a7\u30eb\u30b9\u30fb\u30c0\u30a4\u30ca\u30df\u30af\u30b9\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1<\/td><\/tr><tr><td>GDPR<\/td><td>\u30b9\u30a4\u30b9\u30fb\u30cd\u30a4\u30c6\u30a3\u30d6\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3001\u30d3\u30eb\u30c8\u30a4\u30f3\u540c\u610f\u7ba1\u7406<\/td><td>\u8a2d\u5b9a\u304c\u5fc5\u8981\u3001Azure\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u61f8\u5ff5<\/td><\/tr><tr><td>MiFID II<\/td><td>\u9069\u5408\u3059\u308b\u3088\u3046\u306b\u4e8b\u524d\u306b\u8a2d\u5b9a\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/td><td>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u5fc5\u8981<\/td><\/tr><tr><td>\u91d1\u878d\u5e81<\/td><td>\u30b9\u30a4\u30b9\u72ec\u81ea\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd<\/td><td>\u8ffd\u52a0\u958b\u767a\u304c\u5fc5\u8981\u306a\u5834\u5408\u3082\u3042\u308b<\/td><\/tr><tr><td>\u30c7\u30fc\u30bf\u30fb\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc<\/td><td>\u30b9\u30a4\u30b9\/EU\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u4fdd\u8a3c<\/td><td>Azure\u30ea\u30fc\u30b8\u30e7\u30f3\u306e\u9078\u629e\u306b\u3088\u308b<\/td><\/tr><tr><td>\u5fd8\u308c\u3089\u308c\u308b\u6a29\u5229<\/td><td>\u30c7\u30fc\u30bf\u524a\u9664\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316<\/td><td>\u624b\u52d5\u8a2d\u5b9a\u304c\u5fc5\u8981<\/td><\/tr><tr><td>\u76e3\u67fb\u8a3c\u8de1<\/td><td>\u5305\u62ec\u7684\u3067\u4e0d\u5909\u306a\u30ed\u30b0<\/td><td>\u5229\u7528\u53ef\u80fd\u3060\u304c\u3001\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u304c\u5fc5\u8981<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-total-cost-of-ownership-looking-beyond-the-sticker-price\">\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\uff1a\u30b9\u30c6\u30c3\u30ab\u30fc\u4fa1\u683c\u3092\u8d85\u3048\u3066\u898b\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CLM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306b\u306f\u3001\u521d\u671f\u30e9\u30a4\u30bb\u30f3\u30b9\u6599\u3060\u3051\u3067\u306a\u304f\u3001\u30b7\u30b9\u30c6\u30e0\u306e\u30e9\u30a4\u30d5\u30bf\u30a4\u30e0\u306b\u308f\u305f\u308b\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\uff08TCO\uff09\u3092\u8003\u616e\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u3053\u308c\u306b\u306f\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30b3\u30b9\u30c8\u3060\u3051\u3067\u306a\u304f\u3001\u5b9f\u88c5\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3001\u7d71\u5408\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u7d99\u7d9a\u7684\u306a\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u3068\u30b5\u30dd\u30fc\u30c8\u306e\u30b3\u30b9\u30c8\u3082\u542b\u307e\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealth Dynamix\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3001\u7279\u306bWDX1\u306f\u3001Microsoft Dynamics\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u8907\u96d1\u306a\u305f\u3081\u3001TCO\u304c\u9ad8\u304f\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306b\u306f\u5c02\u9580\u306e\u958b\u767a\u8005\u304c\u5fc5\u8981\u3067\u3001\u5c0e\u5165\u306b\u306f\u4f55\u30f6\u6708\u3082\u304b\u304b\u308a\u3001\u7d99\u7d9a\u7684\u306a\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u306b\u306f\u8cbb\u7528\u304c\u304b\u304b\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u4f01\u696d\u306f\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u7e1b\u3089\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u3001\u591a\u984d\u306e\u30b3\u30b9\u30c8\u3092\u304b\u3051\u305a\u306b\u4ee3\u66ff\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u4e57\u308a\u63db\u3048\u308b\u306b\u306f\u9650\u754c\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u305d\u306e\u30aa\u30fc\u30d7\u30f3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u3088\u308a\u3001TCO\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3057\u307e\u3059\u3002\u5b9f\u88c5\u306f\u3088\u308a\u901f\u304f\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306f\u793e\u5185\u306e\u30ea\u30bd\u30fc\u30b9\u3067\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u4fdd\u5b88\u3068\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u304c\u5bb9\u6613\u306a\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u67d4\u8edf\u6027\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u5358\u4e00\u30d9\u30f3\u30c0\u30fc\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u7e1b\u3089\u308c\u308b\u3053\u3068\u306a\u304f\u3001\u30cb\u30fc\u30ba\u306e\u5909\u5316\u306b\u5fdc\u3058\u3066\u81ea\u7531\u306b\u9069\u5fdc\u30fb\u9032\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-success-stories-real-world-results\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30b5\u30af\u30bb\u30b9\u30b9\u30c8\u30fc\u30ea\u30fc\u5b9f\u969b\u306e\u7d50\u679c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CLM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u771f\u306e\u30c6\u30b9\u30c8\u306f\u3001\u5177\u4f53\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u6210\u679c\u3092\u3082\u305f\u3089\u3059\u80fd\u529b\u3067\u3059\u3002InvestGlass\u306f\u3001\u52b9\u7387\u6027\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3001\u53ce\u76ca\u6027\u306e\u5927\u5e45\u306a\u6539\u5584\u3092\u9054\u6210\u3057\u305f\u30e8\u30fc\u30ed\u30c3\u30d1\u4e2d\u306e\u91d1\u878d\u6a5f\u95a2\u306e\u30b5\u30af\u30bb\u30b9\u30b9\u30c8\u30fc\u30ea\u30fc\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5897\u3084\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u3042\u308b\u4e2d\u5805\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306fInvestGlass\u3092\u5c0e\u5165\u3057\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u3092\u5e73\u574714\u65e5\u304b\u308924\u6642\u9593\u4ee5\u5185\u306b\u77ed\u7e2e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u3053\u306e\u5287\u7684\u306a\u6539\u5584\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\/AML\u30c1\u30a7\u30c3\u30af\u3001\u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u6a5f\u80fd\u3001\u5408\u7406\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3088\u3063\u3066\u9054\u6210\u3055\u308c\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u3053\u306e\u9280\u884c\u3067\u306f\u3001\u7ba1\u7406\u9593\u63a5\u8cbb\u304c40%\u524a\u6e1b\u3055\u308c\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u9867\u5ba2\u5bfe\u5fdc\u696d\u52d9\u306b\u5c02\u5ff5\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3068\u5831\u544a\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3082\u30461\u3064\u306e\u4f8b\u306f\u3001\u65ad\u7247\u5316\u3055\u308c\u305f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u74b0\u5883\u306b\u82e6\u616e\u3057\u3066\u3044\u305f\u82f1\u56fd\u306e\u8cc7\u7523\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u4f1a\u793e\u3067\u3042\u308b\u3002\u540c\u793e\u306fCRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u9867\u5ba2\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u5225\u3005\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u884c\u3063\u3066\u3044\u305f\u305f\u3081\u3001\u30c7\u30fc\u30bf\u304c\u30b5\u30a4\u30ed\u5316\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5168\u4f53\u7684\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u56f0\u96e3\u3067\u3057\u305f\u3002InvestGlass\u3092\u5c0e\u5165\u3057\u305f\u3053\u3068\u3067\u3001\u3059\u3079\u3066\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30c7\u30fc\u30bf\u30af\u30aa\u30ea\u30c6\u30a3\u306e\u5411\u4e0a\u3001\u9867\u5ba2\u30a4\u30f3\u30b5\u30a4\u30c8\u306e\u6539\u5584\u3001\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u6a5f\u4f1a\u306e30%\u306e\u5897\u52a0\u306b\u3064\u306a\u304c\u308a\u307e\u3057\u305f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-migration-path-moving-from-wealth-dynamix-to-investglass\">\u79fb\u884c\u7d4c\u8def\uff1aWealth Dynamix\u304b\u3089InvestGlass\u3078\u306e\u79fb\u884c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728Wealth Dynamix\u3092\u4f7f\u7528\u3057\u3066\u304a\u308a\u3001InvestGlass\u3078\u306e\u79fb\u884c\u3092\u691c\u8a0e\u3057\u3066\u3044\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u306f\u7c21\u5358\u3067\u3001\u30b5\u30dd\u30fc\u30c8\u3082\u5145\u5b9f\u3057\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001Microsoft Dynamics\u30d9\u30fc\u30b9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u542b\u3080\u69d8\u3005\u306aCRM\u3084CLM\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u7d4c\u9a13\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u901a\u5e38\u3001\u4ee5\u4e0b\u306e\u30b9\u30c6\u30c3\u30d7\u304c\u542b\u307e\u308c\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.\u30c7\u30fc\u30bf\u30fb\u30a2\u30bb\u30b9\u30e1\u30f3\u30c8\uff1a\u65e2\u5b58\u306e\u30c7\u30fc\u30bf\u3092\u5305\u62ec\u7684\u306b\u30ec\u30d3\u30e5\u30fc\u3057\u3001\u79fb\u884c\u304c\u5fc5\u8981\u306a\u30c7\u30fc\u30bf\u3068\u3001\u65b0\u30b7\u30b9\u30c6\u30e0\u3067\u306e\u69cb\u6210\u65b9\u6cd5\u3092\u7279\u5b9a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.\u30de\u30c3\u30d4\u30f3\u30b0\u3068\u5909\u63db\uff1a\u65e2\u5b58\u306e\u30c7\u30fc\u30bf\u69cb\u9020\u3068InvestGlass\u30c7\u30fc\u30bf\u30e2\u30c7\u30eb\u9593\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u3092\u4f5c\u6210\u3057\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u30c7\u30fc\u30bf\u3092\u5909\u63db\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.\u30c6\u30b9\u30c8\u79fb\u884c\uff1a\u30b5\u30f3\u30c9\u30dc\u30c3\u30af\u30b9\u74b0\u5883\u3078\u306e\u30c6\u30b9\u30c8\u30de\u30a4\u30b0\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u5b9f\u65bd\u3057\u3001\u6700\u7d42\u7684\u306a\u30de\u30a4\u30b0\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u524d\u306b\u554f\u984c\u3092\u7279\u5b9a\u3057\u89e3\u6c7a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4.\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u6e96\u5099\u65b0\u30b7\u30b9\u30c6\u30e0\u306b\u3064\u3044\u3066\u30c1\u30fc\u30e0\u3092\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3057\u3001\u79fb\u884c\u306b\u5099\u3048\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.\u6700\u7d42\u7684\u306a\u79fb\u884c\u6700\u7d42\u7684\u306a\u30c7\u30fc\u30bf\u79fb\u884c\u3092\u5b9f\u884c\u3057\u3001InvestGlass\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u5207\u308a\u66ff\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6.\u79fb\u884c\u5f8c\u306e\u30b5\u30dd\u30fc\u30c8\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u4fdd\u8a3c\u3057\u3001\u767a\u751f\u3057\u3046\u308b\u554f\u984c\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306e\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u306e\u8907\u96d1\u3055\u3084\u79fb\u884c\u3059\u308b\u30c7\u30fc\u30bf\u91cf\u306b\u3082\u3088\u308a\u307e\u3059\u304c\u3001\u901a\u5e388\uff5e12\u9031\u9593\u3067\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u304c\u5b8c\u4e86\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-the-future-is-sovereign\">\u7d50\u8ad6\u672a\u6765\u306b\u306f\u4e3b\u6a29\u304c\u3042\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d50\u8ad6\u3068\u3057\u3066\u3001Wealth Dynamix\u306f\u5805\u7262\u3067\u8a55\u4fa1\u306e\u9ad8\u3044CLM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u304c\u3001\u7c73\u56fd\u30d9\u30fc\u30b9\u306e\u6280\u8853\u30b9\u30bf\u30c3\u30af\u306b\u4f9d\u5b58\u3057\u3066\u304a\u308a\u3001\u3088\u308a\u4f1d\u7d71\u7684\u306a\u30e2\u30b8\u30e5\u30fc\u30eb\u5f0f\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u3042\u308b\u305f\u3081\u3001\u591a\u304f\u306e\u6b27\u5dde\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u306f\u8aac\u5f97\u529b\u306b\u6b20\u3051\u308b\u9078\u629e\u80a2\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u67d4\u8edf\u6027\u3001\u771f\u306e\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u6700\u91cd\u8981\u8996\u3055\u308c\u308b\u6642\u4ee3\u306b\u304a\u3044\u3066\u3001InvestGlass\u306f\u660e\u78ba\u3067\u8aac\u5f97\u529b\u306e\u3042\u308b\u9078\u629e\u80a2\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u88fd\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3067\u3001\u30d0\u30f3\u30ab\u30fc\u3084\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u6b27\u5dde\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3067\u304d\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u5927\u304d\u306a\u7af6\u4e89\u4e0a\u306e\u512a\u4f4d\u6027\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u5909\u5316\u3059\u308b\u5e02\u5834\u74b0\u5883\u306b\u8fc5\u901f\u306b\u9069\u5fdc\u3057\u3001\u771f\u306b\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u7d71\u5408\u3055\u308c\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u3001\u4fe1\u983c\u3068\u900f\u660e\u6027\u3092\u57fa\u76e4\u3068\u3057\u305f\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u80fd\u529b\u3053\u305d\u304c\u3001\u73fe\u4ee3\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u754c\u306b\u304a\u3051\u308b\u6210\u529f\u306e\u9375\u306a\u306e\u3067\u3059\u3002\u672a\u6765\u3092\u53d7\u3051\u5165\u308c\u308b\u6e96\u5099\u304c\u3067\u304d\u3066\u3044\u308b\u4eba\u3005\u306b\u3068\u3063\u3066\u3001\u9078\u629e\u80a2\u306f\u660e\u78ba\u3067\u3059\uff1a\u672a\u6765\u306f\u4e3b\u6a29\u8005\u3067\u3042\u308a\u3001\u672a\u6765\u306fInvestGlass\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1.InvestGlass\u3068Wealth Dynamix\u306eCLM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u4e3b\u306a\u9055\u3044\u306f\u4f55\u3067\u3059\u304b\uff1f <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u306a\u9055\u3044\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3042\u308b\u3002InvestGlass\u306f\u30b9\u30a4\u30b9\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3068\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3059\u308b\u4e00\u65b9\u3001Wealth Dynamix\u306f\u7c73\u56fd\u30d9\u30fc\u30b9\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3067\u3042\u308b\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u30fb\u30c0\u30a4\u30ca\u30df\u30af\u30b9\u3067\u69cb\u7bc9\u3055\u308c\u3066\u3044\u308b\u3002\u307e\u305f\u3001InvestGlass\u306f\u771f\u306e\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3059\u308b\u4e00\u65b9\u3001Wealth Dynamix\u306f\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306e\u305f\u3081\u306b\u3088\u308a\u591a\u304f\u306e\u6280\u8853\u7684\u5c02\u9580\u77e5\u8b58\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2.\u306a\u305c\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u30c7\u30fc\u30bf\u4e3b\u6a29\u304c\u91cd\u8981\u306a\u306e\u304b\uff1f <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u3001GDPR\u306e\u3088\u3046\u306a\u6b27\u5dde\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5236\u3092\u9075\u5b88\u3057\u3001\u7c73\u56fdCLOUD\u6cd5\u306e\u3088\u3046\u306a\u6cd5\u5f8b\u306b\u57fa\u3065\u304d\u3001\u30c7\u30fc\u30bf\u304c\u5916\u56fd\u653f\u5e9c\u306e\u30a2\u30af\u30bb\u30b9\u5bfe\u8c61\u3068\u306a\u3089\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3068\u306e\u4fe1\u983c\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u4e0a\u3067\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002\u307e\u305f\u3001\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u7ba1\u7406\u3092\u5f37\u5316\u3057\u3001\u898f\u5236\u4e0a\u306e\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3.InvestGlass\u306f\u5c0f\u898f\u6a21\u306e\u9867\u554f\u4f1a\u793e\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> \u306f\u3044\u3001InvestGlass\u306f\u5c0f\u898f\u6a21\u306a\u9867\u554f\u4f1a\u793e\u304b\u3089\u5927\u898f\u6a21\u306a\u4f01\u696d\u9280\u884c\u307e\u3067\u3001\u3042\u3089\u3086\u308b\u898f\u6a21\u306e\u4f01\u696d\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u900f\u660e\u6027\u306e\u3042\u308b\u4fa1\u683c\u8a2d\u5b9a\u3068\u96a0\u308c\u305f\u30b3\u30b9\u30c8\u306e\u306a\u3044\u3001\u5c0f\u898f\u6a21\u306a\u4f1a\u793e\u306b\u3068\u3063\u3066\u30a2\u30af\u30bb\u30b9\u3057\u3084\u3059\u304f\u3001\u624b\u9803\u306a\u4fa1\u683c\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4.InvestGlass\u306f\u65e2\u5b58\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3067\u304d\u307e\u3059\u304b\uff1f <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3001InvestGlass\u306f\u30aa\u30fc\u30d7\u30f3API\u3092\u6301\u3061\u3001\u4ed6\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u7c21\u5358\u306b\u7d71\u5408\u3067\u304d\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u3001AML\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u3001\u305d\u306e\u4ed6\u591a\u304f\u306e\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5.InvestGlass\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e3b\u306a\u7279\u5fb4\u306f\u4f55\u3067\u3059\u304b\uff1f <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306a\u3069\u306e\u30c4\u30fc\u30eb\u4e00\u5f0f\u30921\u3064\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u63d0\u4f9b\u3059\u308b\u3002\u307e\u305f\u3001AI\u3092\u6d3b\u7528\u3057\u305f\u81ea\u52d5\u5316\u6a5f\u80fd\u3084\u5305\u62ec\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3082\u5099\u3048\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>6.InvestGlass\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u6271\u3063\u3066\u3044\u307e\u3059\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> InvestGlass\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u4e2d\u6838\u3068\u3057\u3066\u69cb\u7bc9\u3055\u308c\u3066\u304a\u308a\u3001MiFID II\u3001FINSA\u3001GDPR\u306a\u3069\u306e\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u306f\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u76e3\u67fb\u8a3c\u8de1\u3001\u540c\u610f\u7ba1\u7406\u3001\u30c7\u30fc\u30bf\u4fdd\u6301\u30dd\u30ea\u30b7\u30fc\u3001\u898f\u5236\u5831\u544a\u7528\u306e\u7d44\u307f\u8fbc\u307f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>7.\u4ed6\u306eCRM\u304b\u3089InvestGlass\u3078\u306e\u79fb\u884c\u306f\u96e3\u3057\u3044\u3067\u3059\u304b\uff1f <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u306e\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u79fb\u884c\u30d7\u30ed\u30bb\u30b9\u3092\u901a\u3058\u3066\u3001\u30c1\u30fc\u30e0\u304c\u30b5\u30dd\u30fc\u30c8\u3068\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u4f53\u9a13\u3092\u304a\u7d04\u675f\u3057\u307e\u3059\u3002\u5178\u578b\u7684\u306a\u79fb\u884c\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306f\u3001\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u306e\u8907\u96d1\u3055\u306b\u3082\u3088\u308a\u307e\u3059\u304c\u30018-12\u9031\u9593\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>8.InvestGlass\u306f\u3069\u306e\u3088\u3046\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> InvestGlass\u306f\u3001\u521d\u671f\u8a2d\u5b9a\u3084\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304b\u3089\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u307e\u3067\u3001\u5305\u62ec\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u3001\u304a\u5ba2\u69d8\u304c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u30b5\u30dd\u30fc\u30c8\u306f\u8907\u6570\u306e\u8a00\u8a9e\u3068\u30bf\u30a4\u30e0\u30be\u30fc\u30f3\u3067\u5229\u7528\u53ef\u80fd\u3067\u3001\u5927\u898f\u6a21\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u306f\u5c02\u4efb\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u3064\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>9.InvestGlass\u306e\u4fa1\u683c\u8a2d\u5b9a\u306f\u4ed6\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u6bd4\u3079\u3066\u3069\u3046\u3067\u3059\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> InvestGlass\u306f\u3001\u69d8\u3005\u306a\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3084\u898f\u6a21\u306b\u5408\u308f\u305b\u305f\u900f\u660e\u3067\u67d4\u8edf\u306a\u4fa1\u683c\u8a2d\u5b9a\u30e2\u30c7\u30eb\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u306f\u3001\u5c0e\u5165\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u8cbb\u7528\u306e\u524a\u6e1b\u3001\u7d99\u7d9a\u7684\u306a\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u8cbb\u7528\u306e\u524a\u6e1b\u306b\u3088\u308a\u3001Wealth Dynamix\u306e\u3088\u3046\u306a\u5f93\u6765\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3088\u308a\u3082\u901a\u5e3850-70%\u4f4e\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>10.\u30b9\u30a4\u30b9\u88fd\u3092\u9078\u3076\u7406\u7531\u306f\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> InvestGlass\u306e\u3088\u3046\u306a\u30b9\u30a4\u30b9\u88fd\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u5b89\u5b9a\u3057\u305f\u653f\u6cbb\u7684\u30fb\u6cd5\u7684\u74b0\u5883\u3001\u5f37\u56fa\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3001\u54c1\u8cea\u3068\u4fe1\u983c\u6027\u306b\u5bfe\u3059\u308b\u9ad8\u3044\u8a55\u4fa1\u3068\u3044\u3063\u305f\u30e1\u30ea\u30c3\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306e\u4e2d\u7acb\u6027\u3068\u5f37\u56fa\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u306e\u67a0\u7d44\u307f\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u7406\u60f3\u7684\u306a\u57fa\u76e4\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>In the world of wealth management, the efficiency and effectiveness of your Client Lifecycle Management (CLM) are not just operational details; they are the bedrock of your client relationships and the engine of your profitability. For years, the industry has been dominated by a handful of players, with solutions often built on American technology stacks. However, a new paradigm is emerging, one that prioritises data sovereignty, flexibility, and a truly end-to-end approach. This is the paradigm of InvestGlass, a Swiss-based platform that is rapidly becoming the CLM of choice for discerning financial institutions across Europe. This article will explore the critical differences between the CLM offerings of Wealth Dynamix, a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":46861,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1261],"class_list":["post-48476","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-client-lifecycle-management"],"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>Alternative to Wealth Dynamix for Financial Firms | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn about InvestGlass, the effective alternative to Wealth Dynamix, enhancing client relationships with innovative technology.\" \/>\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\/\u6b27\u5dde\u306e\u9280\u884c\u304c\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\u306b\u30a4\u30f3\u30d9\u30b9\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Sovereign Advantage: Why European Banks Are Choosing InvestGlass for Client Lifecycle Management\" \/>\n<meta property=\"og:description\" content=\"In the world of wealth management, the efficiency and effectiveness of your\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u6b27\u5dde\u306e\u9280\u884c\u304c\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\u306b\u30a4\u30f3\u30d9\u30b9\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-03T10:29:43+00:00\" \/>\n<meta property=\"og:image\" 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