{"id":48856,"date":"2026-01-29T17:15:30","date_gmt":"2026-01-29T16:15:30","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48856"},"modified":"2026-02-07T15:17:59","modified_gmt":"2026-02-07T14:17:59","slug":"2026%e5%b9%b4%e3%80%81%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%88%e3%81%ab%e6%9c%80%e9%81%a9%e3%81%aacrm","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/best-crm-for-wealth-management-in-2026\/","title":{"rendered":"2026\u5e74\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u6700\u9069\u306aCRM"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2026\u5e74\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u5358\u7d14\u306a\u30b3\u30f3\u30bf\u30af\u30c8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u308bCRM\u30b7\u30b9\u30c6\u30e0\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002\u4eca\u65e5\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u30d7\u30ed\u30bb\u30b9\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u306e\u540c\u671f\u5316\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u3059\u3079\u3066\u3092\u5358\u4e00\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u6700\u9069\u306aCRM\u3068\u306f\u3001\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u7d71\u5408\u3057\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u6a5f\u80fd\u3092\u7d71\u5408\u3057\u3001\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u8981\u4ef6\u3092\u5c0a\u91cd\u3057\u306a\u304c\u3089\u53b3\u683c\u306a\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong> \u7c73\u56fd\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u4f9d\u5b58\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u3001\u5bcc\u88d5\u5c64\u3084\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30b9\u30a4\u30b9\u88fd\u30bd\u30d6\u30ea\u30f3CRM\u306e\u30ea\u30fc\u30c7\u30a3\u30f3\u30b0\u30ab\u30f3\u30d1\u30cb\u30fc\u3068\u3057\u3066\u767b\u5834<\/li>\n\n\n\n<li>\u5bcc\u88d5\u5c64\u5411\u3051CRM\u306e\u9078\u629e\u57fa\u6e96\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u5bcc\u88d5\u5c64\u7279\u6709\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u512a\u5148\u3059\u3079\u304d\u3067\u3042\u308b\u3001, <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=\"5830\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u3084 KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u3001AI\u306e\u81ea\u52d5\u5316\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3084\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3068\u306e\u9ad8\u5ea6\u306a\u7d71\u5408\u304c\u53ef\u80fd\u3067\u3059\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9CRM\u306f\u3001\u30c7\u30fc\u30bf\u306e\u7d71\u5408\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30b5\u30dd\u30fc\u30c8\u3001AI\u3092\u6d3b\u7528\u3057\u305f\u52b9\u7387\u5316\u3068\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u696d\u52d9\u306e\u5408\u7406\u5316\u3068\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u5f37\u5316\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30b8\u30e5\u30cd\u30fc\u30d6\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u304c\u30ed\u30f3\u30c9\u30f3\u306e\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3084\u30c9\u30d0\u30a4\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u306b\u9069\u3057\u3066\u3044\u308b\u304b\u3068\u3044\u3046\u3068\u3001\u305d\u3046\u3067\u306f\u306a\u3044\u3002<\/li>\n\n\n\n<li>\u76e3\u67fb\u8a3c\u8de1\u30014\u3064\u306e\u76ee\u306b\u3088\u308b\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u306a\u3069\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u306f\u3001\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u8b72\u308c\u306a\u3044\u3082\u306e\u3067\u3059\u3002<\/li>\n\n\n\n<li>\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u4e3b\u8981\u306a\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8CRM\u3092\u6bd4\u8f03\u3057\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u3001\u5916\u90e8\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306b\u3068\u3063\u3066\u9069\u5207\u306aCRM\u3092\u9078\u629e\u3059\u308b\u305f\u3081\u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-makes-a-crm-best-for-wealth-management\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u6700\u9069\u306aCRM\u3068\u306f\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306f\u3001\u4e00\u822c\u7684\u306aB2B\u55b6\u696d\u3068\u306f\u6839\u672c\u7684\u306b\u7570\u306a\u308b\u4e16\u754c\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3057\u3066\u3044\u308b\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u6570\u5341\u5e74\u306b\u308f\u305f\u308b\u591a\u4e16\u4ee3\u306b\u308f\u305f\u308b\u95a2\u4fc2\u3092\u7bc9\u304d\u307e\u3059\u3002\u5f7c\u3089\u306f\u3001\u6a19\u6e96\u7684\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u5bfe\u5fdc\u3067\u304d\u306a\u3044\u3088\u3046\u306a\u3001\u898f\u5236\u3055\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b9\u8981\u4ef6\u3001\u9069\u5408\u6027\u7fa9\u52d9\u3001\u8907\u96d1\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u9020\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u696d\u754c\u3067\u306f\u3001\u5358\u306a\u308b\u9023\u7d61\u5148\u3067\u306f\u306a\u304f\u3001\u5bb6\u8a08\u3092\u7406\u89e3\u3057\u3001\u53b3\u683c\u306a\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308bCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u6c42\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u306f\u500b\u4eba\u3067\u306f\u306a\u304f\u3001\u4fe1\u8a17\u3001\u8ca1\u56e3\u3001\u6301\u682a\u4f1a\u793e\u3001\u7570\u306a\u308b\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3084\u6295\u8cc7\u30de\u30f3\u30c7\u30fc\u30c8\u3092\u6301\u3064\u8907\u6570\u306e\u4e16\u4ee3\u3092\u542b\u3080\u5bb6\u65cf\u69cb\u6210\u306e\u4e00\u90e8\u3067\u3059\u3002\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f01\u696d\u306f\u3001\u696d\u754c\u898f\u5236\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u3053\u3046\u3057\u305f\u8907\u96d1\u306a\u95a2\u4fc2\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-capabilities-that-define-a-top-wealth-crm-in-2026\">2026\u5e74\u306e\u30c8\u30c3\u30d7\u30fb\u30a6\u30a7\u30eb\u30b9CRM\u3092\u5b9a\u7fa9\u3059\u308b\u30b3\u30a2\u6a5f\u80fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306e\u6700\u9ad8\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u305d\u308c\u3092\u5b9f\u73fe\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u80fd\u529b<\/th><th>\u306a\u305c\u91cd\u8981\u306a\u306e\u304b<\/th><\/tr><tr><td>\u4e16\u5e2f\u3068\u95a2\u4fc2\u30de\u30c3\u30d4\u30f3\u30b0<\/td><td>\u8907\u96d1\u306a\u5bb6\u65cf\u69cb\u6210\u3001\u4fe1\u8a17\u3001\u4f01\u696d\u4f53\u306e\u53ef\u8996\u5316<\/td><\/tr><tr><td>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u30dd\u30b8\u30b7\u30e7\u30f3<\/td><td>\u4fdd\u6709\u9298\u67c4\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u6cd5\u4ee4\u9075\u5b88\u72b6\u6cc1\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u8868\u793a<\/td><\/tr><tr><td>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u901a\u4fe1\u30ed\u30b0<\/td><td>\u898f\u5236\u5f53\u5c40\u306e\u76e3\u67fb\u7528\u306b\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u3068\u308a\u3092\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u4ed8\u304d\u3067\u30a2\u30fc\u30ab\u30a4\u30d6\u3059\u308b\u3002<\/td><\/tr><tr><td>\u7d71\u5408\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC<\/td><td>\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3068\u81ea\u52d5\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3067\u53e3\u5ea7\u958b\u8a2d\u3092\u52b9\u7387\u5316<\/td><\/tr><tr><td>\u9069\u6027\u76e3\u7763<\/td><td>\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u81ea\u52d5\u7684\u306b\u9069\u5408\u3059\u308b\u63a8\u85a6<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3084\u72ec\u7acb\u7cfb\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u898f\u5236\u3068\u306e\u6574\u5408\u6027\u306f\u8b72\u308c\u306a\u3044\u8ab2\u984c\u3067\u3059\u3002FINMA\u306e\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u3001MiFID II\u306e\u8981\u4ef6\u3001GDPR\u306e\u7fa9\u52d9\u306a\u3069\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u76f2\u70b9\u3092\u751f\u3080\u3088\u3046\u306aCRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u4f59\u88d5\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u898f\u5236\u306f\u3001\u4e00\u822c\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u307b\u3068\u3093\u3069\u5bfe\u5fdc\u3067\u304d\u306a\u3044\u8907\u96d1\u306a\u30ec\u30a4\u30e4\u30fc\u3092\u8ffd\u52a0\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a2d\u5b9a\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u5805\u82e6\u3057\u3044\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u52dd\u308b\u3002\u7570\u306a\u308b\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u3001\u901a\u8ca8\u3001\u5546\u54c1\u30e6\u30cb\u30d0\u30fc\u30b9\u306b\u306f\u67d4\u8edf\u6027\u304c\u5fc5\u8981\u3067\u3059\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306eCRM\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u9069\u5fdc\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7406\u60f3\u7684\u306a\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u5fc5\u8981\u3068\u3059\u308b\u3059\u3079\u3066\u306e\u3082\u306e\uff08\u4fdd\u6709\u8cc7\u7523\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u3001\u4fdd\u7559\u4e2d\u306e\u30bf\u30b9\u30af\u3001\u95a2\u9023\u6587\u66f8\uff09\u30921\u3064\u306e\u753b\u9762\u306b\u8868\u793a\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u5805\u7262\u306a\u30bf\u30b9\u30af\u7ba1\u7406\u6a5f\u80fd\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5408\u7406\u5316\u3057\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b9\u30c6\u30c3\u30d7\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6d3b\u52d5\u3092\u52b9\u7387\u7684\u306b\u8ffd\u8de1\u3057\u3066\u5b8c\u4e86\u3055\u305b\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u8907\u6570\u306e\u30c4\u30fc\u30eb\u3092\u5207\u308a\u66ff\u3048\u3066\u4f7f\u7528\u3059\u308b\u3068\u3001\u751f\u7523\u6027\u304c\u4f4e\u4e0b\u3057\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u304c\u751f\u3058\u307e\u3059\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306f\u3001\u5b9f\u969b\u306e\u50cd\u304d\u65b9\u3092\u5c0a\u91cd\u3057\u305f\u3001\u7d71\u4e00\u3055\u308c\u305f\u9867\u5ba2360\u30d3\u30e5\u30fc\u3092\u6301\u3064\u3079\u304d\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308bAI\u6a5f\u80fd\u306f\u3001\u8aac\u660e\u53ef\u80fd\u3067\u76e3\u67fb\u53ef\u80fd\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u898f\u5236\u5f53\u5c40\u306f\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306b\u3088\u308b\u5224\u65ad\u3092\u307e\u3059\u307e\u3059\u53b3\u3057\u304f\u30c1\u30a7\u30c3\u30af\u3057\u3066\u3044\u308b\u3002\u30d6\u30e9\u30c3\u30af\u30dc\u30c3\u30af\u30b9\u5316\u3055\u308c\u305fAI\u306e\u63a8\u5968\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30d3\u30e5\u30fc\u306b\u8010\u3048\u3089\u308c\u306a\u3044\u3060\u308d\u3046\u3002\u305d\u306e\u4ee3\u308f\u308a\u306b\u3001\u6b21\u5584\u306e\u7b56\u3092\u63d0\u6848\u3057\u3001\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306b\u30ea\u30fc\u30c9\u3092\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3057\u3001\u660e\u78ba\u306a\u63a8\u8ad6\u30c8\u30ec\u30a4\u30eb\u3067\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u5206\u985e\u3059\u308bAI\u3092\u63a2\u3057\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-swiss-sovereign-crm-for-wealth-amp-private-banking\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3\u30fb\u30a6\u30a7\u30eb\u30b9\u30fb\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u6295\u8cc7\u4f1a\u793e\u3001\u5916\u90e8\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u305d\u306e\u4ed6\u306e\u898f\u5236\u5bfe\u8c61\u8005\u306e\u305f\u3081\u306b\u7279\u5225\u306b\u4f5c\u3089\u308c\u305f\u30b9\u30a4\u30b9\u88fd\u306eCRM\u3068\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5411\u3051\u306b\u4f5c\u3089\u308c\u305f\u4e00\u822c\u7684\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u8907\u96d1\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306b\u4e00\u304b\u3089\u4f5c\u3089\u308c\u307e\u3057\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bd\u30d6\u30ea\u30f3CRM\u300d\u306e\u4f4d\u7f6e\u3065\u3051\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u30b9\u30a4\u30b9\u56fd\u5185\u306b\u9650\u5b9a\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30af\u30e9\u30a6\u30c9\u307e\u305f\u306f\u5b8c\u5168\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u304c\u53ef\u80fd\u3067\u3059\u3002\u3053\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u30fc\u306f\u3001\u7c73\u56fd\u306eCLOUD\u6cd5\u304b\u3089\u72ec\u7acb\u3057\u3001\u30b9\u30a4\u30b9\u3068EU\u306e\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u3068\u306e\u6574\u5408\u6027\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u653f\u6cbb\u7684\u306b\u654f\u611f\u306a\u5730\u57df\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u9055\u3044\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrated-modules-covering-the-client-lifecycle\">\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u3092\u30ab\u30d0\u30fc\u3059\u308b\u7d71\u5408\u30e2\u30b8\u30e5\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5305\u62ec\u7684\u306a\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC<\/strong>:\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u30fb\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308b\u53e3\u5ea7\u958b\u8a2d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316<\/li>\n\n\n\n<li><strong>\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0<\/strong>:\u898f\u5236\u8981\u4ef6\u306b\u6cbf\u3063\u305f\u8a2d\u5b9a\u53ef\u80fd\u306a\u8cea\u554f\u7968<\/li>\n\n\n\n<li><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0<\/strong>:\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30fb\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5831\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/strong>:\u540c\u610f\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306b\u3088\u308b\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3055\u308c\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/li>\n\n\n\n<li><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/strong>:\u6295\u8cc7\u5bb6\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306e\u30db\u30ef\u30a4\u30c8\u30e9\u30d9\u30eb\u30fb\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9<\/li>\n\n\n\n<li><strong>\u6587\u66f8\u7ba1\u7406<\/strong>:\u5206\u985e\u3068\u691c\u7d22\u3092\u5099\u3048\u305f\u96c6\u4e2d\u30b9\u30c8\u30ec\u30fc\u30b8<\/li>\n\n\n\n<li><strong>AI\u30a2\u30b7\u30b9\u30bf\u30f3\u30b9<\/strong>:\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u63d0\u6848\u3068\u6587\u66f8\u51e6\u7406<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee3\u8868\u7684\u306a\u9867\u5ba2\u306b\u306f\u3001UHNW\u306e\u9867\u5ba2\u3092\u7ba1\u7406\u3059\u308b\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001MiFID II\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3059\u308b\u30e8\u30fc\u30ed\u30c3\u30d1\u306e\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u8907\u6570\u306e\u6cd5\u57df\u306b\u307e\u305f\u304c\u308b\u69cb\u9020\u3092\u6301\u3064\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3001\u9280\u884c\u30b0\u30ec\u30fc\u30c9\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u3092\u5fc5\u8981\u3068\u3059\u308b\u30d5\u30a3\u30f3\u30c6\u30c3\u30af\u306a\u3069\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u6700\u65b0\u306e\u81ea\u52d5\u5316\u6a5f\u80fd\u3092\u6c42\u3081\u308b\u4e00\u65b9\u3067\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u306b\u59a5\u5354\u3059\u308b\u3053\u3068\u3092\u62d2\u3080\u7d44\u7e54\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u3001\u30df\u30c9\u30eb\u30aa\u30d5\u30a3\u30b9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3092\u7d71\u5408\u3057\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u91d1\u878d\u6a5f\u95a2\u306b\u5f37\u56fa\u306a\u9867\u5ba2\u7ba1\u7406\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30ea\u30fc\u30c9\u306e\u7372\u5f97\u304b\u3089\u6295\u8cc7\u63d0\u6848\u3001\u7d99\u7d9a\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u307e\u3067\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u5b8c\u5168\u306a\u76e3\u67fb\u5c65\u6b74\u3092\u6301\u3064\u540c\u3058\u9867\u5ba2\u8a18\u9332\u306b\u30a2\u30af\u30bb\u30b9\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65ad\u7247\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u3092\u60a9\u307e\u305b\u308b\u30cf\u30f3\u30c9\u30aa\u30d5\u306e\u554f\u984c\u3084\u30c7\u30fc\u30bf\u306e\u4e0d\u6574\u5408\u304c\u89e3\u6d88\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-amp-regulatory-compliance\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u898f\u5236\u9075\u5b88<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u6cd5\u7684\u30fb\u653f\u6cbb\u7684\u5b89\u5b9a\u6027\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u5bcc\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u91cd\u8981\u3067\u3042\u308b\u3002\u30e9\u30c6\u30f3\u30a2\u30e1\u30ea\u30ab\u3001\u4e2d\u6771\u3001\u30a2\u30b8\u30a2\u304b\u3089\u306e\u9867\u5ba2\u306f\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u4e2d\u7acb\u6027\u306b\u5bfe\u3059\u308b\u8a55\u5224\u304b\u3089\u3001\u7279\u306b\u30b9\u30a4\u30b9\u306e\u6a5f\u95a2\u3092\u6c42\u3081\u3066\u3044\u308b\u3002\u591a\u304f\u306e\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u304cCRM\u3092\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u3092\u5f37\u304f\u6c42\u3081\u3066\u3044\u308b\u306e\u306f\u3001\u307e\u3055\u306b\u3053\u306e\u3088\u3046\u306a\u4fe1\u983c\u306e\u305f\u3081\u306a\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\u306b\u306f\u4ee5\u4e0b\u304c\u542b\u307e\u308c\u307e\u3059\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u5c55\u958b\u30e2\u30c7\u30eb<\/th><th>\u8aac\u660e<\/th><\/tr><tr><td>\u30b9\u30a4\u30b9\u30fb\u30af\u30e9\u30a6\u30c9<\/td><td>\u5b8c\u5168\u306a\u5197\u9577\u6027\u3092\u5099\u3048\u305f\u30b9\u30a4\u30b9\u306e\u30c6\u30a3\u30a2III\uff08\u307e\u305f\u306f\u305d\u308c\u4ee5\u4e0a\uff09\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/td><\/tr><tr><td>\u6577\u5730\u5185<\/td><td>\u9280\u884c\u81ea\u8eab\u306e\u30a4\u30f3\u30d5\u30e9\u5185\u3067\u5c55\u958b\u3057\u3001\u6700\u5927\u9650\u306e\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u5b9f\u73fe<\/td><\/tr><tr><td>\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9<\/td><td>\u7d76\u7e01\u3092\u5f37\u5316\u3057\u305f\u30b9\u30a4\u30b9\u5c02\u7528\u30a4\u30f3\u30d5\u30e9<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u306f\u3001\u5b9f\u969b\u306e\u898f\u5236\u8981\u4ef6\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002\u8a2d\u5b9a\u53ef\u80fd\u306aKYC\u30a2\u30f3\u30b1\u30fc\u30c8\u306f\u3001\u9867\u5ba2\u306e\u30bf\u30a4\u30d7\u3084\u5c45\u4f4f\u5730\u306b\u9069\u5fdc\u3057\u307e\u3059\u3002\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306f\u3001\u9ad8\u30ea\u30b9\u30af\u306e\u95a2\u4fc2\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u3001\u672c\u4eba\u78ba\u8a8d\u3001\u7d99\u7d9a\u7684\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3001\u4e0d\u6b63\u691c\u77e5\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u30ea\u30b9\u30af\u7ba1\u7406\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u904b\u7528\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3057\u3001\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u307e\u3059\u3002PEP\u304a\u3088\u3073\u5236\u88c1\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u306e\u7d71\u5408\u306f\u3001\u5916\u90e8\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306b\u63a5\u7d9a\u3057\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u30c7\u30fc\u30bf\u5909\u66f4\u306f\u3001FINMA\u56de\u89a7\u304a\u3088\u3073\u540c\u7b49\u306e\u898f\u5236\u306b\u6cbf\u3063\u305f\u76e3\u67fb\u8a3c\u8de1\u3092\u751f\u6210\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9f\u8df5\u7684\u306a\u4e8b\u4f8b\u304c\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5fd7\u5411\u3092\u5b9f\u8a3c\u3057\u3066\u3044\u308b\u3002MiFID II\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u306f\u3001\u6295\u8cc7\u63a8\u5968\u3092\u9032\u3081\u308b\u524d\u306b\u81ea\u52d5\u7684\u306b\u5b9f\u884c\u3055\u308c\u307e\u3059\u3002\u9069\u5207\u6027\u30c6\u30b9\u30c8\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u7406\u89e3\u3092\u6587\u66f8\u5316\u3057\u307e\u3059\u3002\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u306e\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306f\u3001\u9867\u5ba2\u8a18\u9332\u306b\u76f4\u63a5\u4fdd\u5b58\u3055\u308c\u305f\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u4ed8\u304d\u8a3c\u62e0\u3067\u30c8\u30ea\u30ac\u30fc\u3055\u308c\u307e\u3059\u3002\u3064\u306e\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4e0d\u6b63\u306a\u5909\u66f4\u3092\u9632\u6b62\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u306f\u3001\u4fdd\u5b58\u6642\u304a\u3088\u3073\u8ee2\u9001\u6642\u306e\u6697\u53f7\u5316\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u307e\u305f\u306f\u6cd5\u4eba\u9593\u306e\u5206\u96e2\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u7ba1\u7406\u306b\u3088\u308a\u3001\u5185\u90e8\u30c7\u30fc\u30bf\u6f0f\u6d29\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3059\u308b\u3068\u540c\u6642\u306b\u3001\u5916\u90e8\u76e3\u67fb\u4eba\u306e\u8981\u4ef6\u3082\u6e80\u305f\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-amp-kyc-for-high-net-worth-clients\">\u5bcc\u88d5\u5c64\u5411\u3051\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ec\u30ac\u30b7\u30fc\u30fb\u30da\u30fc\u30d1\u30fc\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u304c\u3082\u306f\u3084\u8a31\u5bb9\u3067\u304d\u306a\u3044\u6469\u64e6\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u3002\u8907\u96d1\u306a\u69cb\u9020\u306e\u4fe1\u8a17\u3001\u6301\u682a\u4f1a\u793e\u3001\u8907\u6570\u7f72\u540d\u53e3\u5ea7\u306e\u5834\u5408\u3001\u5f93\u6765\u306f\u66f8\u985e\u306e\u53ce\u96c6\u306b\u4f55\u9031\u9593\u3082\u5f80\u5fa9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u306f\u73fe\u5728\u3001\u53b3\u683c\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u6642\u9593\u3092\u5c0a\u91cd\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3068\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u96fb\u5b50\u7f72\u540d\u6a5f\u80fd\u3001\u5b89\u5168\u306a\u66f8\u985e\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u8ffd\u8de1\u306b\u3088\u308a\u3001\u30ea\u30e2\u30fc\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u9867\u5ba2\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u4e21\u65b9\u304c\u3001\u30d7\u30ed\u30bb\u30b9\u306e\u72b6\u6cc1\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52d5\u7684\u306a\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u7279\u6027\u306b\u57fa\u3065\u3044\u3066\u8cea\u554f\u3092\u9069\u5fdc\u3055\u305b\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u500b\u4eba\u3068\u6cd5\u4eba\u306e\u7533\u8acb\u8005<\/li>\n\n\n\n<li>\u5c45\u4f4f\u5730\u3068\u7d0d\u7a0e\u5730<\/li>\n\n\n\n<li>PEP\u306e\u5730\u4f4d\u3068\u5bcc\u306e\u6e90\u6cc9<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3068\u6295\u8cc7\u7d4c\u9a13<\/li>\n\n\n\n<li>\u65e2\u5b58\u306e\u9280\u884c\u95a2\u4fc2<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e2\u30ca\u30b3\u306b\u5c45\u4f4f\u3059\u308bUHNWI\u304c\u30bf\u30d6\u30ec\u30c3\u30c8\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3059\u308b\u3053\u3068\u3092\u8003\u3048\u3066\u307f\u307e\u3057\u3087\u3046\u3002InvestGlass\u306f\u3001\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u7279\u6027\u306b\u57fa\u3065\u3044\u3066\u3001\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3092\u5f37\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u30d5\u30a1\u30a4\u30eb\u3092\u81ea\u52d5\u7684\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3057\u307e\u3059\u3002\u624b\u4f5c\u696d\u306f\u5fc5\u8981\u3042\u308a\u307e\u305b\u3093\u3002\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3067\u30d5\u30a1\u30a4\u30eb\u3092\u7d1b\u5931\u3059\u308b\u3053\u3068\u3082\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u5408\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001ID \u691c\u8a3c\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3001\u30d3\u30c7\u30aa\u8b58\u5225\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073 AML \u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30c4\u30fc\u30eb\u306b\u63a5\u7d9a\u3057\u307e\u3059\u3002\u4e00\u5ea6\u53d6\u5f97\u3057\u305fKYC\u30c7\u30fc\u30bf\u306f\u3001\u540c\u3058\u53d7\u76ca\u8005\u306b\u30ea\u30f3\u30af\u3055\u308c\u305f\u3059\u3079\u3066\u306e\u53e3\u5ea7\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306b\u6d41\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5206\u96e2\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u3092\u60a9\u307e\u305b\u308b\u9867\u5ba2\u60c5\u5831\u306e\u518d\u5165\u529b\u3068\u3044\u3046\u30a4\u30e9\u30a4\u30e9\u304c\u89e3\u6d88\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-management-amp-client-360-for-wealth-managers\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u5411\u3051\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3068\u9867\u5ba2360<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30b9\u6700\u9ad8\u306e\u30a6\u30a7\u30eb\u30b9CRM\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u3092\u30cd\u30a4\u30c6\u30a3\u30d6\u306b\u3001\u307e\u305f\u306f\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3057\u3066\u8868\u793a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30e1\u30e2\u3084\u30bf\u30b9\u30af\u3060\u3051\u3067\u306f\u4e0d\u5341\u5206\u3067\u3059\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u4e3b\u8981\u306a\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3092\u96e2\u308c\u308b\u3053\u3068\u306a\u304f\u3001 \u4fdd\u6709\u9298\u67c4\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u6307\u6a19\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e360\u30d3\u30e5\u30fc\u304c\u8868\u793a\u3055\u308c\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8cc7\u7523\u30af\u30e9\u30b9\u5225\u3001\u901a\u8ca8\u5225\u3001\u5730\u57df\u5225\u306e\u4fdd\u6709\u72b6\u6cc1<\/li>\n\n\n\n<li>\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u306e\u6bd4\u8f03<\/li>\n\n\n\n<li>\u5404\u52d8\u5b9a\u306b\u304a\u3051\u308b\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30dd\u30b8\u30b7\u30e7\u30f3<\/li>\n\n\n\n<li>\u7fa9\u52d9\u304a\u3088\u3073\u6295\u8cc7\u5236\u9650<\/li>\n\n\n\n<li>\u6295\u8cc7\u63d0\u6848\u66f8\u3084\u56db\u534a\u671f\u5831\u544a\u66f8\u306a\u3069\u306e\u66f8\u985e<\/li>\n\n\n\n<li>\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u306b\u3088\u308b\u901a\u4fe1\u5c65\u6b74<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2360\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u304b\u3089\u76f4\u63a5\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u3001\u5404\u9867\u5ba2\u306e\u5c65\u6b74\u3084\u55dc\u597d\u3092\u5305\u62ec\u7684\u306b\u7406\u89e3\u3057\u305f\u4e0a\u3067\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3057\u3001\u30b5\u30fc\u30d3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u6a19\u6e96\u7684\u306aAPI\u307e\u305f\u306f\u30d5\u30e9\u30c3\u30c8\u30d5\u30a1\u30a4\u30eb\u306e\u30a4\u30f3\u30dd\u30fc\u30c8\u3092\u901a\u3058\u3066\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u30c7\u30fc\u30bf\u3092\u53d6\u308a\u8fbc\u307f\u307e\u3059\u3002\u30dd\u30b8\u30b7\u30e7\u30f3\u306f\u7d71\u5408\u8a2d\u5b9a\u306b\u3088\u308a\u6bce\u65e5\u307e\u305f\u306f\u65e5\u4e2d\u306b\u66f4\u65b0\u3055\u308c\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u53e4\u304f\u306a\u3063\u305f\u30b9\u30ca\u30c3\u30d7\u30b7\u30e7\u30c3\u30c8\u3067\u306f\u306a\u304f\u3001\u6700\u65b0\u306e\u8ca1\u52d9\u30c7\u30fc\u30bf\u3092\u4f7f\u7528\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ac\u30fc\u30c9\u30ec\u30fc\u30eb\u306f\u7d99\u7d9a\u7684\u306b\u4f5c\u52d5\u3059\u308b\u3002\u6295\u8cc7\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306e\u9055\u53cd\u3001\u30ea\u30b9\u30af\u96c6\u4e2d\u304c\u95be\u5024\u3092\u8d85\u3048\u305f\u5834\u5408\u3001\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u7167\u3089\u3057\u3066\u4e0d\u9069\u5207\u306a\u5546\u54c1\u304c\u3042\u308b\u5834\u5408\u3001\u307e\u305f\u306f\u30de\u30f3\u30c7\u30fc\u30c8\u9055\u53cd\u304c\u3042\u308b\u5834\u5408\u306b\u306f\u3001\u30a2\u30e9\u30fc\u30c8\u304c\u767a\u305b\u3089\u308c\u308b\u3002\u3053\u308c\u3089\u306e\u901a\u77e5\u306f\u3001\u554f\u984c\u304c\u898f\u5236\u4e0a\u306e\u554f\u984c\u306b\u767a\u5c55\u3059\u308b\u524d\u306b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u5c4a\u304f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898b\u76f4\u3057\u4f1a\u8b70\u306e\u6e96\u5099\u3092\u3057\u3066\u3044\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u601d\u3044\u6d6e\u304b\u3079\u3066\u307b\u3057\u3044\u30021\u3064\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u3001\u542b\u307f\u640d\u76ca\u3001\u4fdd\u6709\u9298\u67c4\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u6700\u8fd1\u306e\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30a2\u30af\u30b7\u30e7\u30f3\u3001\u524d\u56de\u306e\u3084\u308a\u53d6\u308a\u304b\u3089\u4fdd\u7559\u306b\u306a\u3063\u3066\u3044\u308b\u30bf\u30b9\u30af\u3001\u4eca\u5f8c\u306e\u30ec\u30d3\u30e5\u30fc\u671f\u9650\u306a\u3069\u304c\u8868\u793a\u3055\u308c\u308b\u3002\u3053\u306e\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u306f\u3001\u4f1a\u8b70\u306e\u6e96\u5099\u3092\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u99c6\u4f7f\u3057\u305f\u501f\u308a\u7269\u7af6\u4e89\u304b\u308930\u79d2\u306e\u30b9\u30ad\u30e3\u30f3\u306b\u5909\u3048\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-marketing-amp-ai-in-wealth-management\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u81ea\u52d5\u5316\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001AI<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7e2e\u5c0f\u3059\u308b\u30de\u30fc\u30b8\u30f3\u306b\u3088\u308a\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u9867\u5ba2\u304c\u671f\u5f85\u3059\u308b\u30d1\u30fc\u30bd\u30ca\u30eb\u3067\u30d6\u30c6\u30a3\u30c3\u30af\u7684\u306a\u611f\u899a\u3092\u72a0\u7272\u306b\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30eb\u30fc\u30c6\u30a3\u30f3\u30ef\u30fc\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u5fc5\u8981\u306b\u8feb\u3089\u308c\u3066\u3044\u308b\u3002\u8ab2\u984c\u306f\u3001\u89aa\u5bc6\u3055\u3092\u5931\u3046\u3053\u3068\u306a\u304f\u52b9\u7387\u6027\u3092\u898b\u51fa\u3059\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30a8\u30f3\u30b8\u30f3\u306f\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b7\u30fc\u30b1\u30f3\u30b9\u306b\u529b\u3092\u4e0e\u3048\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6700\u521d\u306e\u63a5\u89e6\u304b\u3089\u898b\u8fbc\u307f\u5ba2\u306b\u306a\u308b\u307e\u3067\u306e\u30ea\u30fc\u30c9\u80b2\u6210<\/li>\n\n\n\n<li>\u627f\u8a8d\u3068\u66f8\u985e\u53ce\u96c6\u306b\u3088\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30c6\u30c3\u30d7\u30fb\u30d0\u30a4\u30fb\u30b9\u30c6\u30c3\u30d7<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u968e\u5c64\u306b\u57fa\u3065\u304f\u5b9a\u671f\u7684\u306aKYC\u66f4\u65b0\uff081\uff5e3\u5e74\u3054\u3068\uff09<\/li>\n\n\n\n<li>\u4e88\u5b9a\u3055\u308c\u305f\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u5148\u7acb\u3061\u3001\u6295\u8cc7\u30ec\u30d3\u30e5\u30fc\u306e\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u9001\u4fe1<\/li>\n\n\n\n<li>\u30a4\u30d9\u30f3\u30c8\u3092\u30c8\u30ea\u30ac\u30fc\u3068\u3057\u305f\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\uff08\u5e02\u5834\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3001\u5546\u54c1\u306e\u6e80\u671f\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u6d17\u7df4\u3055\u308c\u305f\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002AUM\u3001\u5c45\u4f4f\u5730\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3001\u6295\u8cc7\u95a2\u5fc3\u306b\u3088\u3063\u3066\u9867\u5ba2\u3092\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3002\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30cb\u30e5\u30fc\u30b9\u30ec\u30bf\u30fc\u3001\u5546\u54c1\u30a2\u30a4\u30c7\u30a2\u3001\u30a4\u30d9\u30f3\u30c8\u6848\u5185\u3092\u3001\u5b8c\u5168\u306a\u540c\u610f\u3068\u30aa\u30d7\u30c8\u30a2\u30a6\u30c8\u8ffd\u8de1\u4ed8\u304d\u3067\u9001\u4fe1\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6642\u9593\u3092\u6d6a\u8cbb\u3059\u308b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u4e3b\u5c0e\u306e\u6a5f\u80fd\u306f\u3001\u5224\u65ad\u3092\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u306a\u304f\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6587\u66f8\u5206\u985e\u306b\u3088\u308a\u3001\u53d7\u4fe1\u3057\u305fPDF\u306b\u81ea\u52d5\u7684\u306b\u30bf\u30b0\u4ed8\u3051<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u306b\u57fa\u3065\u3044\u305f\u6b21\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u306e\u63d0\u6848<\/li>\n\n\n\n<li>CRM\u306e\u8fc5\u901f\u306a\u66f4\u65b0\u306e\u305f\u3081\u306e\u4f1a\u8b70\u30e1\u30e2\u306e\u8981\u7d04<\/li>\n\n\n\n<li>\u7570\u5e38\u691c\u77e5\u306f\u3001\u7570\u5e38\u306a\u30a2\u30ab\u30a6\u30f3\u30c8\u6d3b\u52d5\u3092\u30d5\u30e9\u30b0\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u3068\u30ec\u30dd\u30fc\u30c8\u30c4\u30fc\u30eb\u306f\u3001\u55b6\u696d\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8a55\u4fa1\u3057\u6539\u5584\u3059\u308b\u305f\u3081\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306a\u6d1e\u5bdf\u3068\u6307\u6a19\u3092\u63d0\u4f9b\u3057\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6709\u52b9\u6027\u3092\u8ffd\u8de1\u3057\u3001\u55b6\u696d\u6226\u7565\u3092\u6700\u9069\u5316\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306eAI\u30a2\u30a6\u30c8\u30d7\u30c3\u30c8\u306f\u3001\u4eba\u9593\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u3068\u7de8\u96c6\u304c\u53ef\u80fd\u3067\u3059\u3002\u660e\u78ba\u306a\u30ed\u30b0\u306f\u3001AI\u304c\u4f55\u3092\u63d0\u6848\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u4f55\u3092\u6c7a\u5b9a\u3057\u305f\u304b\u3092\u6587\u66f8\u5316\u3059\u308b\u3002\u3053\u306e\u900f\u660e\u6027\u306f\u3001\u793e\u5185\u306e\u30e2\u30c7\u30eb\u30fb\u30ea\u30b9\u30af\u8981\u4ef6\u3068\u8aac\u660e\u53ef\u80fd\u6027\u306b\u95a2\u3059\u308b\u898f\u5236\u5f53\u5c40\u306e\u671f\u5f85\u3092\u6e80\u305f\u3059\u3082\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal-amp-investor-experience\">\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3068\u6295\u8cc7\u5bb6\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u306f\u300124\u6642\u9593\u3044\u3064\u3067\u3082\u81ea\u5206\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u5b89\u5168\u3067\u30e2\u30d0\u30a4\u30eb\u30fb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u74b0\u5883\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002\u5dee\u5225\u5316\u3055\u308c\u305f\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u5b9a\u671f\u7684\u306a\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u304b\u3089\u7d99\u7d9a\u7684\u306a\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3078\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u95a2\u4fc2\u3092\u5909\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30db\u30ef\u30a4\u30c8\u30e9\u30d9\u30eb\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306f\u63d0\u4f9b\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\uff08\u4fdd\u6709\u9298\u67c4\u3068\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30c1\u30e3\u30fc\u30c8<\/li>\n\n\n\n<li>\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u53ef\u80fd\u306a\u30ec\u30dd\u30fc\u30c8\u3068\u660e\u7d30\u66f8<\/li>\n\n\n\n<li>\u96fb\u5b50\u7f72\u540d\u3092\u7d71\u5408\u3057\u305f\u6587\u66f8\u7f72\u540d<\/li>\n\n\n\n<li>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30c1\u30fc\u30e0\u3068\u306e\u5b89\u5168\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0<\/li>\n\n\n\n<li>\u9069\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u5b8c\u4e86<\/li>\n\n\n\n<li>\u30a4\u30d9\u30f3\u30c8\u767b\u9332\u3068\u30b3\u30f3\u30c6\u30f3\u30c4\u6d88\u8cbb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u9280\u884c\u306f\u540c\u3058\u30d0\u30c3\u30af\u30a8\u30f3\u30c9CRM\u306b\u4f9d\u5b58\u3057\u306a\u304c\u3089\u3001\u30d6\u30e9\u30f3\u30c9\u30fb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3001\u30b5\u30dd\u30fc\u30c8\u8a00\u8a9e\u3001\u5730\u57df\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u9069\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30b8\u30e5\u30cd\u30fc\u30d6\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u3068\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306f\u3001\u5168\u304f\u7570\u306a\u308b\u9867\u5ba2\u5bfe\u5fdc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3067InvestGlass\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30bf\u30eb\u306e\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u306f\u81ea\u52d5\u7684\u306bCRM\u306e\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u306b\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3055\u308c\u307e\u3059\u3002\u30ed\u30b0\u30a4\u30f3\u306e\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3001\u30e1\u30c3\u30bb\u30fc\u30b8\u306e\u65e2\u8aad\u3001\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u5b8c\u4e86\u306f\u3059\u3079\u3066\u9867\u5ba2\u30ec\u30b3\u30fc\u30c9\u306b\u8868\u793a\u3055\u308c\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u6ce8\u610f\u304c\u5fc5\u8981\u306a\u9867\u5ba2\u3092\u63a8\u6e2c\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u5b9f\u969b\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u4fe1\u53f7\u306b\u57fa\u3065\u3044\u3066\u7a4d\u6975\u7684\u306a\u50cd\u304d\u304b\u3051\u306e\u512a\u5148\u9806\u4f4d\u3092\u6c7a\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u901a\u3058\u3066\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3068\u9069\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u306f\u30dd\u30fc\u30bf\u30eb\u5185\u3067\u76f4\u63a5\u5b9f\u884c\u3055\u308c\u307e\u3059\u3002\u7d50\u679c\u306f\u3001\u624b\u52d5\u3067\u306e\u30c7\u30fc\u30bf\u5165\u529b\u3084\u53cd\u5fa9\u4f5c\u696d\u3092\u884c\u3046\u3053\u3068\u306a\u304f\u3001CRM\u30ec\u30b3\u30fc\u30c9\u306b\u81ea\u52d5\u7684\u306b\u53d6\u308a\u8fbc\u307e\u308c\u307e\u3059\u3002\u9867\u5ba2\u306e\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u53ef\u8996\u6027\u3092\u3064\u306a\u3050\u3053\u306e\u30af\u30ed\u30fc\u30ba\u30c9\u30eb\u30fc\u30d7\u306f\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-other-leading-crms-used-in-wealth-management\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3067\u4f7f\u7528\u3055\u308c\u308b\u305d\u306e\u4ed6\u306e\u4e3b\u8981CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u305d\u306e\u898f\u6a21\u3001\u5730\u57df\u3001\u696d\u52d9\u306e\u8907\u96d1\u6027\u306b\u5fdc\u3058 \u3066\u3001\u30b0\u30ed\u30fc\u30d0\u30eb CRM \u30b9\u30a4\u30fc\u30c8\u3084\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5c02\u7528\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5411\u4e0a\u3055\u305b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2 \u306e\u4e3b\u8981\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u7279\u5316\u3057\u305f CRM \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u63a1\u7528\u3055\u308c\u308b\u30b1\u30fc\u30b9\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u57fa\u6e96\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306e\u6df1\u3055\u3001\u7d71\u5408\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6a5f\u80fd\u306f\u3001\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u3063\u3066\u5927\u304d\u304f\u7570\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u610f\u601d\u6c7a\u5b9a\u8005\u306f\u5404\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u3069\u3053\u306b\u9069\u5408\u3057\u3001\u3069\u3053\u306b\u30ae\u30e3\u30c3\u30d7\u304c\u3042\u308c\u3070\u8ffd\u52a0\u30c4\u30fc\u30eb\u304c\u5fc5\u8981\u306b\u306a\u308b\u304b\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u3088\u304f\u77e5\u3089\u308c\u305f\u3044\u304f\u3064\u304b\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3064\u3044\u3066\u3001\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u6982\u89b3\u3092\u793a\u3059\u3002\u5404\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u8907\u96d1\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u74b0\u5883\u306b\u306f\u9650\u754c\u304c\u3042\u308b\u4e00\u65b9\u3067\u3001\u7279\u5b9a\u306e\u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u306f\u6b63\u5f53\u306a\u5f37\u307f\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce-financial-services-cloud\">\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b5\u30fc\u30d3\u30b9\u30fb\u30af\u30e9\u30a6\u30c9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce Financial Services Cloud \u306f\u3001\u5927\u624b\u9280\u884c\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u8cc7\u7523\u7ba1\u7406\u30b0\u30eb\u30fc\u30d7\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u6a19\u6e96\u3067\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5b9f\u88c5\u30d1\u30fc\u30c8\u30ca\u30fc\u3068AppExchange\u306e\u7d71\u5408\u306b\u3088\u308b\u5e83\u7bc4\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u30e1\u30ea\u30c3\u30c8\u3092\u5f97\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5bcc\u3092\u5fd7\u5411\u3059\u308b\u5f37\u307f\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5bb6\u8a08\u306e\u30e2\u30c7\u30ea\u30f3\u30b0\u3068\u95a2\u4fc2\u306e\u53ef\u8996\u5316<\/li>\n\n\n\n<li>\u5546\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3092\u6a2a\u65ad\u3057\u305f\u6a5f\u4f1a\u8ffd\u8de1<\/li>\n\n\n\n<li>API\u306b\u3088\u308b\u5916\u90e8\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408<\/li>\n\n\n\n<li>\u5f37\u529b\u306a\u5206\u6790\u304a\u3088\u3073\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd<\/li>\n\n\n\n<li>\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u90e8\u9580\u306b\u304a\u3051\u308b\u78ba\u7acb\u3055\u308c\u305f\u30d7\u30ec\u30bc\u30f3\u30b9<\/li>\n\n\n\n<li>\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u7d71\u5408\u3055\u308c\u305fCRM\u6a5f\u80fd\u3068AI\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3057\u3001\u554f\u984c\u3092\u8fc5\u901f\u306b\u89e3\u6c7a\u3057\u3001\u4e00\u8cab\u3057\u305f\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u95a2\u3059\u308b\u8003\u5bdf\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5c0e\u5165\u306b\u306f\u901a\u5e38\u3001\u591a\u5927\u306a\u6642\u9593\u3068\u5916\u90e8\u306e\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u30fb\u30ea\u30bd\u30fc\u30b9\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002<\/li>\n\n\n\n<li>\u7d99\u7d9a\u7684\u306a\u7ba1\u7406\u306b\u306f\u5c02\u4efb\u306eIT\u30b9\u30bf\u30c3\u30d5\u304c\u5fc5\u8981<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u901a\u5e38\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\uff08AWS\u3001Azure\u3001Google Cloud\uff09\u306b\u4f9d\u5b58\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u4e3b\u6a29\u30dd\u30ea\u30b7\u30fc\u3092\u6301\u3064\u6a5f\u95a2\u306f\u3001\u8ab2\u984c\u306b\u76f4\u9762\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/li>\n\n\n\n<li>\u5bcc\u306b\u7279\u5316\u3057\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u306b\u306f\u3001\u958b\u767a\u306e\u52b4\u529b\u304c\u5fc5\u8981\u3067\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce Financial Services Cloud \u306f\u3001\u6210\u719f\u3057\u305f IT \u7d44\u7e54\u3068\u5c0e\u5165\u30d1\u30fc\u30c8\u30ca\u30fc\u306e\u4e88\u7b97\u3092\u6301\u3064\u5927\u898f\u6a21\u306a\u91d1\u878d\u6a5f\u95a2\u306b\u9069\u3057\u3066\u3044\u308b\u3002\u5c0f\u898f\u6a21\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3084\u5916\u90e8\u306e\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3067\u306f\u3001\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u304c\u63d0\u4f9b\u4fa1\u5024\u3092\u4e0a\u56de\u308b\u3068\u611f\u3058\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-microsoft-dynamics-365-for-financial-services\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5411\u3051Microsoft Dynamics 365<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Microsoft Dynamics 365\u3068Microsoft Cloud for Financial Services\u306e\u7d44\u307f\u5408\u308f\u305b\u306f\u3001\u3059\u3067\u306bMicrosoft 365\u3001Azure\u3001Teams\u306b\u6295\u8cc7\u3057\u3066\u3044\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u30a2\u30d4\u30fc\u30eb\u3059\u308b\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4f7f\u3044\u6163\u308c\u305f\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3092\u6d3b\u7528\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u65e5\u5e38\u7684\u306b\u4f7f\u7528\u3057\u3066\u3044\u308b\u751f\u7523\u6027\u30c4\u30fc\u30eb\u3068\u7d71\u5408\u3055\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30a2\u80fd\u529b\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9023\u7d61\u5148\u3068\u30a2\u30ab\u30a6\u30f3\u30c8\u8ffd\u8de1\u306b\u3088\u308b\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u7ba1\u7406<\/li>\n\n\n\n<li>\u65b0\u898f\u4e8b\u696d\u958b\u767a\u306e\u305f\u3081\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406<\/li>\n\n\n\n<li>\u30ab\u30b9\u30bf\u30e0\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306e\u30d1\u30ef\u30fc\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/li>\n\n\n\n<li>\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u30c1\u30fc\u30e0\u7d71\u5408<\/li>\n\n\n\n<li>\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b0\u30ec\u30fc\u30c9\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8a8d\u8a3c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8cc7\u7523\u5225\u306e\u8003\u616e\u4e8b\u9805\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7279\u6b8a\u306a\u5bcc\u88d5\u5c64\u5411\u3051\u6a5f\u80fd\uff08KYC\u30d5\u30ed\u30fc\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\uff09\u306b\u306f\u3001\u30ab\u30b9\u30bf\u30e0\u958b\u767a\u307e\u305f\u306f\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u30a2\u30c9\u30aa\u30f3\u304c\u5fc5\u8981\u3002<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u5730\u57df\u306eAzure\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u884c\u308f\u308c\u308b\u304c\u3001\u30b9\u30a4\u30b9\u5f0f\u306e\u4e3b\u6a29\u8981\u4ef6\u3092\u6e80\u305f\u3055\u306a\u3044\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/li>\n\n\n\n<li>\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u30fb\u30b9\u30bf\u30c3\u30af\u306e\u4fdd\u5b88\u306b\u6163\u308c\u3066\u3044\u308bIT\u90e8\u9580\u3092\u6301\u3064\u7d44\u7e54\u306b\u6700\u9069<\/li>\n\n\n\n<li>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u5fc5\u8981\u306a\u305f\u3081\u3001\u5b9f\u88c5\u306e\u8907\u96d1\u3055\u304c\u5897\u3059<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Dynamics 365\u306f\u3001\u3059\u3067\u306b\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u30b3\u30df\u30c3\u30c8\u3057\u3066\u304a\u308a\u3001\u793e\u5185\u306b\u958b\u767a\u80fd\u529b\u3092\u6301\u3064\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306b\u3068\u3063\u3066\u7406\u306b\u304b\u306a\u3063\u3066\u3044\u308b\u3002\u30bf\u30fc\u30f3\u30ad\u30fc\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6c42\u3081\u308b\u4f01\u696d\u306f\u3001\u5c02\u7528\u306e\u4ee3\u66ff\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u597d\u3080\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-advisor-focused-crms-wealthbox-redtail-etc\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u7279\u5316\u3057\u305fCRM\uff08Wealthbox\u3001Redtail\u306a\u3069\uff09<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox\u3084Redtail CRM\u306e\u3088\u3046\u306a\u30c4\u30fc\u30eb\u306f\u3001\u5317\u7c73\u306eRIA\u3084\u72ec\u7acb\u7cfb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u4eba\u6c17\u304c\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306e\u5f37\u307f\u306f\u3001\u5c0f\u898f\u6a21\u306a\u696d\u52d9\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30b7\u30f3\u30d7\u30eb\u3055\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306b\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5178\u578b\u7684\u306a\u5f37\u307f\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u8ffd\u8de1\u6a5f\u80fd\u3092\u5099\u3048\u305f\u30b3\u30f3\u30bf\u30af\u30c8\u7ba1\u7406\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u901a\u3058\u3066\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u30fb\u76e3\u8996\u3067\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u30bf\u30b9\u30af\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u30ea\u30de\u30a4\u30f3\u30c0\u30fc<\/li>\n\n\n\n<li>\u4e3b\u8981\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u7d71\u5408<\/li>\n\n\n\n<li>SEC\/FINRA\u8981\u4ef6\u306b\u5bfe\u3059\u308b\u57fa\u672c\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ed\u30ae\u30f3\u30b0<\/li>\n\n\n\n<li>\u30e6\u30fc\u30b6\u30fc\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8907\u96d1\u306a\u8cc7\u7523\u7ba1\u7406\u306e\u9650\u754c\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u5e38\u3001\u500b\u5225\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u3084\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3068\u306e\u7d71\u5408\u304c\u5fc5\u8981\u3002<\/li>\n\n\n\n<li>\u30de\u30eb\u30c1\u30d6\u30c3\u30ad\u30f3\u30b0\u30bb\u30f3\u30bf\u30fc\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u9650\u5b9a\u7684\u306b\u30b5\u30dd\u30fc\u30c8<\/li>\n\n\n\n<li>\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u901a\u5e38\u3001\u7c73\u56fd\u30d9\u30fc\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u3092\u4f7f\u7528<\/li>\n\n\n\n<li>EU\u307e\u305f\u306f\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u5c45\u4f4f\u8981\u4ef6\u3092\u6e80\u305f\u3055\u306a\u3044\u5834\u5408\u304c\u3042\u308b\u3002<\/li>\n\n\n\n<li>\u3042\u307e\u308a\u6d17\u7df4\u3055\u308c\u3066\u3044\u306a\u3044\u4e16\u5e2f\u3068\u95a2\u4fc2\u306e\u30de\u30c3\u30d4\u30f3\u30b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox\u3068Redtail\u306f\u3001\u5c0f\u898f\u6a21\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306b\u52b9\u679c\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u3057\u304b\u3057\u3001\u672c\u683c\u7684\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u3084\u8907\u6570\u306e\u7ba1\u8f44\u6a29\u3092\u6301\u3064\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u8907\u96d1\u3055\u304c\u5897\u3059\u306b\u3064\u308c\u3066\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u624b\u72ed\u306b\u306a\u308b\u306e\u304c\u4e00\u822c\u7684\u3060\u3002\u8907\u6570\u306e\u7d71\u5408\u30b7\u30b9\u30c6\u30e0\u306e\u5fc5\u8981\u6027\u306f\u3001InvestGlass\u306e\u3088\u3046\u306a\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u6392\u9664\u3059\u308b\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u3092\u751f\u307f\u51fa\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1344\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98.png\" alt=\"2026\u5e74\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u6700\u9069\u306aCRM\" class=\"wp-image-48361\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98.png 1344w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98-300x171.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98-1024x585.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98-768x439.png 768w\" sizes=\"(max-width: 1344px) 100vw, 1344px\" \/><figcaption class=\"wp-element-caption\">2026\u5e74\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u6700\u9069\u306aCRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-to-prioritize-in-a-wealth-management-crm\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8CRM\u3067\u512a\u5148\u3059\u3079\u304d\u4e3b\u306a\u6a5f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a5f\u80fd\u30ea\u30b9\u30c8\u306f\u610f\u601d\u6c7a\u5b9a\u8005\u3092\u5727\u5012\u3059\u308b\u3002\u4f55\u767e\u3082\u306e\u30c1\u30a7\u30c3\u30af\u30dc\u30c3\u30af\u30b9\u306f\u3001\u5b9f\u969b\u306b\u4f55\u304c\u91cd\u8981\u306a\u306e\u304b\u3092\u66d6\u6627\u306b\u3059\u308b\u3002\u8ce2\u660e\u306a\u8a55\u4fa1\u8005\u306f\u3001\u898f\u5236\u4e0a\u306e\u5b89\u5168\u6027\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u751f\u7523\u6027\u3001\u305d\u3057\u3066\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308bCRM\u306e\u6210\u529f\u3092\u6c7a\u5b9a\u3059\u308b3\u3064\u306e\u67f1\u3067\u3042\u308b\u9867\u5ba2\u4f53\u9a13\u3068\u5bc6\u63a5\u306b\u7d50\u3073\u3064\u3044\u305f\u6a5f\u80fd\u306b\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u306e\u91cd\u8981\u306a\u30ab\u30c6\u30b4\u30ea\u30fc\u3092\u91cd\u70b9\u7684\u306b\u8a55\u4fa1\u3059\u308b\uff1a\u9867\u5ba2360\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30c3\u30d4\u30f3\u30b0\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\/AML\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u3068\u9069\u5408\u6027\u76e3\u7763\u3001\u81ea\u52d5\u5316\u3068AI\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u76e3\u67fb\u8a3c\u8de1\u3001\u7d71\u5408\u6a5f\u80fd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-360-households-amp-complex-structures\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8360\u3001\u5bb6\u5ead\u3068\u8907\u96d1\u306a\u69cb\u9020<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cc7\u7523\u7ba1\u7406\u306b\u306f\u3001\u500b\u3005\u306e\u9867\u5ba2\u3060\u3051\u3067\u306a\u304f\u3001\u95a2\u4fc2\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u5168\u4f53\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u4e16\u5e2f\u306f\u8907\u6570\u306e\u4e16\u4ee3\u306b\u307e\u305f\u304c\u3063\u3066\u3044\u308b\u3002\u5bb6\u65cf\u306f\u69d8\u3005\u306a\u624b\u6bb5\u3067\u8cc7\u7523\u3092\u4fdd\u6709\u3057\u3066\u3044\u308b\u3002\u4fe1\u8a17\u3001\u8ca1\u56e3\u3001\u4f01\u696d\u4f53\u306f\u3001\u4e00\u822c\u7684\u306aCRM\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u8868\u73fe\u3067\u304d\u306a\u3044\u8907\u96d1\u306a\u30ec\u30a4\u30e4\u30fc\u3092\u8ffd\u52a0\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f37\u529b\u306a\u8ca1\u52d9CRM\u3092\u8868\u793a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e8b\u696d\u4f53\u9593\u306e\u6240\u6709\u95a2\u4fc2<\/li>\n\n\n\n<li>\u7f72\u540d\u6a29\u3068\u6a29\u9650\u30ec\u30d9\u30eb<\/li>\n\n\n\n<li>\u53d7\u76ca\u8005\u3068\u4e3b\u8981\u9867\u5ba2\u3068\u306e\u95a2\u4fc2<\/li>\n\n\n\n<li>\u6cd5\u52d9\u30fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306e\u305f\u3081\u306e\u968e\u5c64\u53ef\u8996\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3001\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u3001\u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6\u306b\u307e\u305f\u304c\u308b3\u4e16\u4ee3\u3092\u7ba1\u7406\u3059\u308b\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u5404\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30e1\u30f3\u30d0\u30fc\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3084\u6295\u8cc7\u65b9\u91dd\u306f\u305d\u308c\u305e\u308c\u7570\u306a\u308b\u3002\u5171\u540c\u53e3\u5ea7\u3092\u5171\u6709\u3059\u308b\u8005\u3082\u3044\u308c\u3070\u3001\u500b\u5225\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7dad\u6301\u3059\u308b\u8005\u3082\u3044\u308b\u3002\u6709\u80fd\u306aCRM\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u5bb6\u65cf\u69cb\u6210\u5168\u4f53\u30921\u3064\u306e\u30d3\u30e5\u30fc\u3067\u8868\u793a\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u9867\u5ba2\u3068\u5bfe\u8a71\u3059\u308b\u524d\u306b\u3001\u305d\u306e\u80cc\u666f\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3084\u305d\u306e\u4ed6\u306e\u9ad8\u5ea6\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u3001\u4e16\u5e2f\u3001\u6cd5\u4eba\u3001\u307e\u305f\u306f\u53d7\u76ca\u8005\u5225\u306b\u691c\u7d22\u3057\u3001\u5831\u544a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u6a5f\u80fd\u306f\u3001AML\u30c1\u30a7\u30c3\u30af\u3084\u95a2\u4fc2\u8005\u9593\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u306e\u96c6\u8a08\u3092\u5fc5\u8981\u3068\u3059\u308b\u898f\u5236\u5f53\u5c40\u3078\u306e\u5831\u544a\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-onboarding-kyc-amp-periodic-reviews\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u5b9a\u671f\u5be9\u67fb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9CRM\u306f\u3001\u6700\u521d\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3060\u3051\u3067\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7ba1\u7406\u306e\u7d99\u7d9a\u7684\u306a\u65c5\u3060\u3051\u3067\u306a\u304f\u3001KYC\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u7de8\u6210\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>KYC\u6bb5\u968e<\/th><th>\u30bf\u30a4\u30df\u30f3\u30b0<\/th><th>CRM\u306e\u5f79\u5272<\/th><\/tr><tr><td>\u521d\u56de\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/td><td>\u53e3\u5ea7\u958b\u8a2d<\/td><td>\u66f8\u985e\u306e\u53ce\u96c6\u3001\u30c1\u30a7\u30c3\u30af\u3001\u627f\u8a8d\u306e\u53d6\u5f97<\/td><\/tr><tr><td>\u5b9a\u671f\u7684\u306a\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5<\/td><td>\u30ea\u30b9\u30af\u306b\u5fdc\u3058\u30661\uff5e3\u5e74\u3054\u3068<\/td><td>\u30ec\u30d3\u30e5\u30fc\u306e\u30c8\u30ea\u30ac\u30fc\u3001\u5b8c\u4e86\u306e\u8ffd\u8de1\u3001\u66f4\u65b0\u306e\u6587\u66f8\u5316<\/td><\/tr><tr><td>\u30a4\u30d9\u30f3\u30c8\u30fb\u30c9\u30ea\u30d6\u30f3\u30fb\u30ec\u30d3\u30e5\u30fc<\/td><td>\u4f4f\u6240\u5909\u66f4\u3001PEP\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u5bcc\u306e\u6e90\u6cc9<\/td><td>\u72b6\u6cc1\u306e\u5909\u5316\u306b\u5fdc\u3058\u3066\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3092\u5f37\u5316\u3059\u308b<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3001\u6761\u4ef6\u4ed8\u304d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306b\u3088\u308a\u3001\u30d5\u30a1\u30a4\u30eb\u3092\u5fd8\u308c\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3059\u3079\u3066\u306e\u8a3c\u62e0\u304c\u76e3\u67fb\u53ef\u80fd\u306a\u65b9\u6cd5\u3067\u4fdd\u5b58\u3055\u308c\u3001\u898f\u5236\u5f53\u5c40\u304c\u6570\u5e74\u5f8c\u306b\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3068\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u65b0\u898f\u53e3\u5ea7\u3001\u30b5\u30d6\u53e3\u5ea7\u3001\u307e\u305f\u306f\u30ea\u30f3\u30af\u3055\u308c\u305f\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u9593\u3067\u65e2\u5b58\u306e\u9867\u5ba2\u60c5\u5831\u3092\u518d\u5229\u7528\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u518d\u5165\u529b\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u307e\u3059\u3002\u3059\u3067\u306b\u500b\u4eba\u53e3\u5ea7\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5b8c\u4e86\u3057\u305f\u9867\u5ba2\u306f\u3001\u4fe1\u8a17\u53e3\u5ea7\u3092\u8ffd\u52a0\u3059\u308b\u969b\u306b\u3059\u3079\u3066\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u7e70\u308a\u8fd4\u3059\u5fc5\u8981\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9f\u969b\u306e\u30a4\u30f3\u30d1\u30af\u30c8InvestGlass\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u4e2d\u898f\u6a21EAM\u306f\u3001\u627f\u8a8d\u30c1\u30a7\u30fc\u30f3\u3068KYC\u30ec\u30d3\u30e5\u30fc\u30b9\u30c6\u30c3\u30d7\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u3092\u6570\u9031\u9593\u304b\u3089\u6570\u65e5\u306b\u77ed\u7e2e\u3057\u307e\u3057\u305f\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u306f\u3001\u4e0d\u8db3\u3057\u3066\u3044\u308b\u66f8\u985e\u3092\u8ffd\u3046\u306e\u3067\u306f\u306a\u304f\u3001\u5224\u65ad\u306b\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-integration-suitability-amp-risk-controls\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u7d71\u5408\u3001\u9069\u5408\u6027\u3001\u30ea\u30b9\u30af\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u6295\u8cc7\u63a8\u5968\u306f\u3001\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u76ee\u7684\u3001\u5236\u7d04\u306b\u5408\u81f4\u3057\u3066\u3044\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u3053\u306e\u898f\u5236\u8981\u4ef6\u306f\u3001CRM\u5185\u3001\u307e\u305f\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7dca\u5bc6\u306a\u7d71\u5408\u306b\u3088\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u53ef\u8996\u5316\u3092\u8981\u6c42\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u306a\u7279\u5fb4\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u304b\u3089\u540c\u671f\u3055\u308c\u305f\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u307e\u305f\u306f\u65e5\u3005\u306e\u30dd\u30b8\u30b7\u30e7\u30f3<\/li>\n\n\n\n<li>\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u6bd4\u8f03\u306b\u3088\u308b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u9069\u6027\u8a55\u4fa1\u306b\u6cbf\u3063\u305f\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/li>\n\n\n\n<li>\u5f37\u5236\u30ed\u30b8\u30c3\u30af\u3092\u6301\u3064\u30eb\u30fc\u30eb\u3092\u7fa9\u52d9\u4ed8\u3051\u308b<\/li>\n\n\n\n<li>\u9055\u53cd\u306b\u5bfe\u3059\u308b\u8b66\u544a\uff08\u96c6\u4e2d\u9650\u5ea6\u984d\u3001\u975e\u6d41\u52d5\u6027\u8cc7\u7523\u306e\u3057\u304d\u3044\u5024\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3084PMS\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u53d6\u5f97\u3057\u3001\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3084\u6295\u8cc7\u59d4\u54e1\u4f1a\u3078\u306e\u5831\u544a\u3092\u5bb9\u6613\u306b\u3057\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u63a8\u85a6\u3092\u884c\u3046\u524d\u306b\u3001\u9867\u5ba2\u304c\u4f55\u3092\u4fdd\u6709\u3057\u3066\u3044\u308b\u304b\u3092\u6b63\u78ba\u306b\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5f53\u5c40\u306f\u3001\u63d0\u6848\u304b\u3089\u5b9f\u884c\u307e\u3067\u306e\u5b8c\u5168\u306a\u30c8\u30ec\u30fc\u30b5\u30d3\u30ea\u30c6\u30a3\u3092\u6c42\u3081\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u3002CRM\u306f\u3001\u3059\u3079\u3066\u306e\u63d0\u6848\u306e\u6839\u62e0\u3001\u5fc5\u8981\u306a\u5834\u5408\u306b\u306f\u76e3\u7763\u5f53\u5c40\u306e\u627f\u8a8d\u3001\u304a\u3088\u3073\u9867\u5ba2\u306e\u540c\u610f\u6587\u66f8\u3092\u8a18\u9332\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u3053\u306e\u76e3\u67fb\u8a3c\u8de1\u306f\u3001\u9867\u5ba2\u3068\u91d1\u878d\u6a5f\u95a2\u306e\u53cc\u65b9\u3092\u4fdd\u8b77\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-workflows-amp-ai-assistance\">\u81ea\u52d5\u5316\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001AI\u652f\u63f4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u81ea\u52d5\u5316\u306e\u4e2d\u6838\u6a5f\u80fd\u304c\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u751f\u7523\u6027\u3092\u5909\u9769\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30bf\u30b9\u30af\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/strong>:\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u307e\u305f\u306f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30c6\u30ea\u30c8\u30ea\u30fc\u306b\u57fa\u3065\u3044\u3066\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u81ea\u52d5\u7684\u306b\u5272\u308a\u5f53\u3066\u308b<\/li>\n\n\n\n<li><strong>\u627f\u8a8d\u30c1\u30a7\u30fc\u30f3<\/strong>:\u9ad8\u984d\u306a\u53d6\u5f15\u3084\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u5909\u66f4\u306b\u3064\u3044\u3066\u306f\u3001\u9069\u5207\u306a\u30ec\u30d3\u30e5\u30ef\u30fc\u3092\u901a\u3059\u3002<\/li>\n\n\n\n<li><strong>\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u30b7\u30b9\u30c6\u30e0<\/strong>:\u30ec\u30d3\u30e5\u30fc\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u8a95\u751f\u65e5\u30b3\u30fc\u30eb\u3001KYC\u671f\u9650\u3092\u9003\u3055\u306a\u3044<\/li>\n\n\n\n<li><strong>\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u5316\u3055\u308c\u305f\u30b7\u30fc\u30b1\u30f3\u30b9<\/strong>:\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u9589\u9396\u306e\u30d7\u30ed\u30bb\u30b9\u306e\u6a19\u6e96\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306b\u3088\u308b\u30d8\u30eb\u30d1\u30fc\u306f\u3001\u4eba\u9593\u306e\u5224\u65ad\u3092\u4ee3\u66ff\u3059\u308b\u3053\u3068\u306a\u304f\u88dc\u5f37\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f1a\u8b70\u306e\u30e1\u30e2\u3092CRM\u306e\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306b\u307e\u3068\u3081\u308b<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u884c\u52d5\u3084\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u306b\u57fa\u3065\u304d\u3001\u6b21\u5584\u306e\u7b56\u3092\u63d0\u6848\u3059\u308b<\/li>\n\n\n\n<li>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6ce8\u610f\u3092\u5fc5\u8981\u3068\u3059\u308b\u7570\u5e38\u306a\u30d1\u30bf\u30fc\u30f3\u3092\u691c\u51fa\u3059\u308b<\/li>\n\n\n\n<li>\u53d7\u4fe1\u6587\u66f8\u3092\u9069\u5207\u306a\u9867\u5ba2\u30d5\u30a1\u30a4\u30eb\u306b\u5206\u985e\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30e6\u30fc\u30b6\u30fc\u304c\u8a2d\u5b9a\u53ef\u80fd\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30c9\u30e9\u30c3\u30b0\u30fb\u30a2\u30f3\u30c9\u30fb\u30c9\u30ed\u30c3\u30d7\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30fb\u30a8\u30c7\u30a3\u30bf\u30fc\u306b\u3088\u308a\u3001\u30d5\u30ed\u30f3\u30c8\u30fb\u30aa\u30d5\u30a3\u30b9\u30fb\u30c1\u30fc\u30e0\u306fIT\u306e\u30d0\u30c3\u30af\u30ed\u30b0\u306a\u3057\u306b\u30d7\u30ed\u30bb\u30b9\u3092\u9069\u5fdc\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002InvestGlass\u306f\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306eAI\u30af\u30e9\u30a6\u30c9\u306b\u9001\u4fe1\u3067\u304d\u306a\u3044\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u30b9\u30a4\u30b9\u306e\u6cd5\u7684\u5883\u754c\u5185\u3067AI\u3068\u81ea\u52d5\u5316\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-audit-trails-amp-security\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u76e3\u67fb\u8a3c\u8de1\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fc5\u9808\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u306f\u3001\u3042\u3089\u3086\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8CRM\u306e\u57fa\u76e4\u3092\u5f62\u6210\u3059\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u5fc5\u8981\u6761\u4ef6<\/th><th>\u5b9f\u65bd<\/th><\/tr><tr><td>\u4e0d\u5909\u30ed\u30b0<\/td><td>\u3059\u3079\u3066\u306e\u5909\u66f4\u304c\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u30e6\u30fc\u30b6\u30fcID\u3068\u3068\u3082\u306b\u8a18\u9332\u3055\u308c\u308b<\/td><\/tr><tr><td>\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30a2\u30fc\u30ab\u30a4\u30d6<\/td><td>\u3059\u3079\u3066\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30e1\u30c3\u30bb\u30fc\u30b8\u304c\u30d5\u30eb\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u3067\u4fdd\u5b58<\/td><\/tr><tr><td>\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u6a29\u9650<\/td><td>\u30a2\u30af\u30bb\u30b9\u306f\u6a5f\u80fd\u3068\u77e5\u308b\u5fc5\u8981\u6027\u306b\u3088\u3063\u3066\u5236\u9650\u3055\u308c\u308b<\/td><\/tr><tr><td>\u30d5\u30a9\u30fc\u30fb\u30a2\u30a4\u30ba\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u30ba<\/td><td>\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u66f4\u65b0\u306b\u306f\u4e8c\u6b21\u627f\u8a8d\u304c\u5fc5\u8981<\/td><\/tr><tr><td>\u653f\u7b56\u6587\u66f8<\/td><td>\u624b\u9806\u306e\u7d44\u307f\u8fbc\u307f\u3068\u30a2\u30af\u30bb\u30b9<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u306f\u3001\u898f\u5236\u5f53\u5c40\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3001\u5185\u90e8\u8abf\u67fb\u3001\u9867\u5ba2\u304b\u3089\u306e\u82e6\u60c5\u3078\u306e\u8fc5\u901f\u306a\u5bfe\u5fdc\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002\u76e3\u7763\u5f53\u5c40\u304b\u3089\u300c\u3053\u306e\u53d6\u5f15\u3092\u627f\u8a8d\u3057\u305f\u306e\u306f\u8ab0\u304b\u300d\u3068\u554f\u308f\u308c\u305f\u5834\u5408\u3001\u305d\u306e\u7b54\u3048\u306f\u6b63\u78ba\u306a\u8a3c\u62e0\u3068\u3068\u3082\u306b\u6570\u79d2\u3067\u5f97\u3089\u308c\u308b\u306f\u305a\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3078\u306e\u671f\u5f85\u306b\u306f\u3001\u5f37\u529b\u306a\u6697\u53f7\u5316\u3001SSO\u3068\u591a\u8981\u7d20\u8a8d\u8a3c\u3001\u6a5f\u5bc6\u30a2\u30af\u30bb\u30b9\u306e\u305f\u3081\u306eIP\u5236\u9650\u3001\u652f\u5e97\u307e\u305f\u306f\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u9593\u306e\u5206\u96e2\u304c\u542b\u307e\u308c\u307e\u3059\u3002InvestGlass\u306e\u30b9\u30a4\u30b9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u91cd\u8996\u306e\u30c7\u30b6\u30a4\u30f3\u306f\u3001\u76e3\u67fb\u4eba\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7c21\u7d20\u5316\u3057\u3001\u898f\u5236\u306e\u5be9\u67fb\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-the-best-crm-for-your-wealth-management-firm\">\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u306b\u6700\u9069\u306aCRM\u306e\u9078\u3073\u65b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u201c\u30b8\u30e5\u30cd\u30fc\u30d6\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u3001\u30ed\u30f3\u30c9\u30f3\u306e\u5916\u90e8\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u30c9\u30d0\u30a4\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u3067\u306f\u3001\u300c\u30d9\u30b9\u30c8\u300d\u306f\u7570\u306a\u308a\u307e\u3059\u3002\u30b4\u30fc\u30eb\u306f\u3001\u5ba2\u89b3\u7684\u306b\u5b8c\u74a7\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u898b\u3064\u3051\u308b\u3053\u3068\u3067\u306f\u306a\u304f\u3001CRM\u306e\u80fd\u529b\u3001\u30d3\u30b8\u30cd\u30b9\u6226\u7565\u3001\u30ea\u30b9\u30af\u9078\u597d\u5ea6\u306e\u9593\u306e\u6574\u5408\u6027\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u69cb\u9020\u5316\u3055\u308c\u305f\u8a55\u4fa1\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u610f\u601d\u6c7a\u5b9a\u306e\u9ebb\u75fa\u3092\u9632\u3050\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u793e\u5185\u30d7\u30ed\u30bb\u30b9\u3092\u8a55\u4fa1\u3057\u3001\u30ae\u30e3\u30c3\u30d7\u9818\u57df\u3092\u7279\u5b9a\u3059\u308b<\/li>\n\n\n\n<li>\u5b9f\u969b\u306e\u696d\u52d9\u4e0a\u306e\u30cb\u30fc\u30ba\u306b\u57fa\u3065\u3044\u3066\u3001\u5fc5\u305a\u5fc5\u8981\u306a\u6a5f\u80fd\u3092\u5b9a\u7fa9\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u8981\u4ef6\u3092\u6cd5\u52d9\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u78ba\u8a8d\u3059\u308b<\/li>\n\n\n\n<li>\u30d9\u30f3\u30c0\u30fc\u306e\u5b89\u5b9a\u6027\u3068\u9577\u671f\u7684\u306a\u5b58\u7d9a\u53ef\u80fd\u6027\u306e\u8a55\u4fa1<\/li>\n\n\n\n<li>\u73fe\u5b9f\u7684\u306a\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3067\u6982\u5ff5\u5b9f\u8a3c\u3092\u884c\u3046<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u5e38\u7684\u306b\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u7528\u3059\u308b\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u306e\u8cac\u4efb\u8005\u3001\u52b9\u7387\u6027\u3092\u91cd\u8996\u3059\u308bCOO\u3001\u898f\u5236\u30ea\u30b9\u30af\u3092\u91cd\u8996\u3059\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8cac\u4efb\u8005\u3001\u6280\u8853\u7684\u306a\u9069\u5408\u6027\u3092\u8a55\u4fa1\u3059\u308bIT\uff0f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30c1\u30fc\u30e0\u306a\u3069\u3001\u3059\u3079\u3066\u306e\u5229\u5bb3\u95a2\u4fc2\u8005\u3092\u65e9\u671f\u306b\u95a2\u4e0e\u3055\u305b\u308b\u3002\u5916\u90e8\u306e\u30b3\u30f3\u30b5\u30eb\u30bf\u30f3\u30c8\u306f\u6709\u76ca\u306a\u8996\u70b9\u3092\u63d0\u4f9b\u3057\u3066\u304f\u308c\u308b\u304c\u3001\u696d\u52d9\u4e0a\u306e\u73fe\u5b9f\u304b\u3089\u5207\u308a\u96e2\u3055\u308c\u305f\u6c7a\u5b9a\u3092\u63a8\u9032\u3059\u3079\u304d\u3067\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9078\u629e\u524d\u306b\u671f\u5f85\u3055\u308c\u308b\u5229\u76ca\u3092\u5b9a\u91cf\u5316\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u306e\u77ed\u7e2eKYC\u4f8b\u5916\u306e\u6e1b\u5c11\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u306e\u6210\u529f\u7387\u306e\u5411\u4e0a\u624b\u4f5c\u696d\u306b\u3088\u308b\u5831\u544a\u4f5c\u696d\u306e\u8efd\u6e1b\u3053\u308c\u3089\u306e\u6307\u6a19\u306f\u8aac\u660e\u8cac\u4efb\u3092\u679c\u305f\u3057\u3001\u6295\u8cc7\u3092\u6b63\u5f53\u5316\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u88fd\u54c1\u304a\u3088\u3073\u5c0e\u5165\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3057\u3066\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u8981\u4ef6\u306b\u5408\u308f\u305b\u305f\u8a2d\u5b9a\u30b5\u30dd\u30fc\u30c8\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u79fb\u884c\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-assess-your-current-processes-amp-gap-areas\">\u73fe\u5728\u306e\u30d7\u30ed\u30bb\u30b9\u3068\u30ae\u30e3\u30c3\u30d7\u9818\u57df\u306e\u8a55\u4fa1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728\u306e\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30ea\u30fc\u30c9\u30ad\u30e3\u30d7\u30c1\u30e3\u30fc<\/strong>:\u898b\u8fbc\u307f\u5ba2\u306f\u3069\u306e\u3088\u3046\u306b\u3057\u3066\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306b\u5165\u308b\u306e\u304b\uff1f<\/li>\n\n\n\n<li><strong>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong>:\u5408\u610f\u304b\u3089\u6700\u521d\u306e\u6295\u8cc7\u307e\u3067\u306b\u306f\u3069\u306e\u3088\u3046\u306a\u6bb5\u968e\u304c\u3042\u308b\u306e\u304b\uff1f<\/li>\n\n\n\n<li><strong>\u9069\u5408\u6027<\/strong>:\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306f\u3069\u306e\u3088\u3046\u306b\u628a\u63e1\u3055\u308c\u3001\u6295\u8cc7\u63a8\u5968\u306f\u3069\u306e\u3088\u3046\u306b\u6587\u66f8\u5316\u3055\u308c\u308b\u304b\uff1f<\/li>\n\n\n\n<li><strong>\u7d99\u7d9a\u30b5\u30fc\u30d3\u30b9<\/strong>:\u30ec\u30d3\u30e5\u30fc\u4f1a\u8b70\u306f\u3069\u306e\u3088\u3046\u306b\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3055\u308c\u3001\u6587\u66f8\u5316\u3055\u308c\u308b\u306e\u304b\uff1f<\/li>\n\n\n\n<li><strong>\u30aa\u30d5\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong>:\u4eba\u9593\u95a2\u4fc2\u304c\u7d42\u308f\u308b\u3068\u3069\u3046\u306a\u308b\u304b\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u6b63\u76f4\u306b\u7279\u5b9a\u3059\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306fKYC\u8ffd\u8de1\u306e\u305f\u3081\u306b\u624b\u4f5c\u696d\u3067\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u7ba1\u7406\u3057\u3066\u3044\u306a\u3044\u304b\uff1f\u4e00\u5143\u7684\u306a\u9867\u5ba2\u30d3\u30e5\u30fc\u304c\u306a\u3044\u305f\u3081\u306b\u30015\u3064\u306e\u7570\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u5207\u308a\u66ff\u3048\u3092\u4f59\u5100\u306a\u304f\u3055\u308c\u3066\u3044\u306a\u3044\u304b\uff1f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30c1\u30fc\u30e0\u304c\u30d0\u30e9\u30d0\u30e9\u306e\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u3067\u4f5c\u696d\u3057\u3066\u3044\u306a\u3044\u304b\uff1f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d9\u30f3\u30c0\u30fc\u306e\u6a5f\u80fd\u30ab\u30bf\u30ed\u30b0\u3067\u306f\u306a\u304f\u3001\u5b9f\u969b\u306e\u975e\u52b9\u7387\u6027\u306b\u57fa\u3065\u3044\u3066\u3001\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u305f\u300c\u306a\u304f\u3066\u306f\u306a\u3089\u306a\u3044\u3082\u306e\u300d\u30ea\u30b9\u30c8\u3068\u300c\u3042\u3063\u3066\u3088\u304b\u3063\u305f\u3082\u306e\u300d\u30ea\u30b9\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3002\u4e2d\u898f\u6a21\u306eEAM\u3067\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6642\u9593\u306e40%\u304c\u624b\u4f5c\u696d\u306b\u3088\u308b\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3084KYC\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306b\u6d88\u3048\u3066\u3044\u308b\u3053\u3068\u3092\u767a\u898b\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u3053\u306e\u767a\u898b\u306f\u3001\u4e00\u822c\u7684\u306a\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3088\u308a\u3082\u52b9\u679c\u7684\u306bCRM\u306e\u8981\u4ef6\u3092\u5f62\u6210\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-define-data-sovereignty-amp-regulatory-requirements\">\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u898f\u5236\u8981\u4ef6\u306e\u5b9a\u7fa9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6cd5\u52d9\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u5834\u6240\u3092\u6307\u5b9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u7b54\u3048\u308b\u3079\u304d\u8cea\u554f<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b9\u30a4\u30b9\u3060\u3051\u3067\u3059\u304b\uff1f<\/li>\n\n\n\n<li>EU\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306f\u53d7\u3051\u5165\u308c\u3089\u308c\u308b\u304b\uff1f<\/li>\n\n\n\n<li>\u7279\u5b9a\u306e\u56fd\u306e\u8981\u4ef6\uff08\u30c9\u30a4\u30c4\u3001\u30d5\u30e9\u30f3\u30b9\u3001\u82f1\u56fd\uff09\uff1f<\/li>\n\n\n\n<li>\u3069\u306e\u898f\u5236\u304c\u9069\u7528\u3055\u308c\u308b\u304b\uff1aFINMA\u3001BaFin\u3001FCA\u3001GDPR\u3001\u305d\u306e\u4ed6\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u653f\u6cbb\u7684\u306b\u654f\u611f\u306a\u5730\u57df\u3084\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u6a5f\u95a2\u306f\u3001\u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\u3084\u6cd5\u7684\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u305f\u3081\u306b\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u597d\u3080\u3053\u3068\u304c\u591a\u3044\u3002\u7c73\u56fd\u306e\u30af\u30e9\u30a6\u30c9\u6cd5\u3067\u306f\u3001\u7c73\u56fd\u306e\u30af\u30e9\u30a6\u30c9\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u4fdd\u5b58\u3055\u308c\u305f\u30c7\u30fc\u30bf\u304c\u66b4\u9732\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6697\u53f7\u5316\u6a19\u6e96\u3001\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u8981\u4ef6\u3001\u30ed\u30b0\u8a18\u9332\u306b\u95a2\u3059\u308b\u793e\u5185\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30dd\u30ea\u30b7\u30fc\u3092\u6587\u66f8\u5316\u3059\u308b\u3002\u8a55\u4fa1\u3055\u308c\u308b CRM \u306f\u3001\u6587\u66f8\u5316\u304a\u3088\u3073\u76e3\u67fb\u5831\u544a\u66f8\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u6a19\u6e96\u306b\u6e96\u62e0\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u8a3c\u660e\u3057\u306a\u3051\u308c \u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluate-integration-amp-migration-complexity\">\u7d71\u5408\u3068\u79fb\u884c\u306e\u8907\u96d1\u3055\u3092\u8a55\u4fa1\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u4ee3\u306e\u8cc7\u7523\u7ba1\u7406\u6280\u8853\u30b9\u30bf\u30c3\u30af\u306b\u306f\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u304c\u542b\u307e\u308c\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/li>\n\n\n\n<li>\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u30fb\u30c7\u30fc\u30bf\u30fb\u30d5\u30a3\u30fc\u30c9<\/li>\n\n\n\n<li>\u96fb\u5b50\u30e1\u30fc\u30eb\u3068\u30ab\u30ec\u30f3\u30c0\u30fc\u30b7\u30b9\u30c6\u30e0<\/li>\n\n\n\n<li>\u6587\u66f8\u4fdd\u7ba1\u5eab<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">API\u306e\u6210\u719f\u5ea6\u3001\u4e00\u822c\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u7528\u306e\u6a19\u6e96\u30b3\u30cd\u30af\u30bf\u3001\u81ea\u793e\u3068\u540c\u69d8\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408\u7d4c\u9a13\u306e\u5b9f\u8a3c\u3067\u30d9\u30f3\u30c0\u30fc\u3092\u8a55\u4fa1\u3059\u308b\u3002\u540c\u7b49\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u5b9f\u88c5\u306b\u57fa\u3065\u304f\u3001\u53c2\u8003\u4e8b\u4f8b\u3068\u73fe\u5b9f\u7684\u306a\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u306e\u898b\u7a4d\u3082\u308a\u3092\u6c42\u3081\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u65e2\u5b58\u306e\u9280\u884c\u30b9\u30bf\u30c3\u30af\u3068\u306e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3092\u6301\u3061\u3001\u540c\u6642\u306b\u591a\u304f\u306e\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u6a5f\u80fd\u3092\u30cd\u30a4\u30c6\u30a3\u30d6\u306b\u30ab\u30d0\u30fc\u3057\u307e\u3059\u3002\u3053\u306e\u4e8c\u91cd\u6a5f\u80fd\u306b\u3088\u308a\u3001\u5fc5\u8981\u306a\u7d71\u5408\u30dd\u30a4\u30f3\u30c8\u306e\u7dcf\u6570\u304c\u6e1b\u308a\u3001\u521d\u671f\u5c55\u958b\u3068\u7d99\u7d9a\u7684\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u306e\u4e21\u65b9\u304c\u7c21\u7d20\u5316\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-run-a-proof-of-concept-with-real-use-cases\">\u5b9f\u969b\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3067\u6982\u5ff5\u5b9f\u8a3c\u3092\u884c\u3046<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e88\u7b97\u3068\u7d44\u7e54\u306e\u5909\u66f4\u3092\u30b3\u30df\u30c3\u30c8\u3059\u308b\u524d\u306b\u3001\u5b9f\u969b\u306e\uff08\u305f\u3060\u3057\u533f\u540d\u5316\u3055\u308c\u305f\uff09\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u5b9f\u969b\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u4f7f\u7528\u3057\u3066\u30d1\u30a4\u30ed\u30c3\u30c8\u3092\u5b9f\u884c\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8907\u96d1\u306a\u69cb\u9020\u3092\u6301\u3064\u65b0\u3057\u3044HNWI\u3092\u53d6\u308a\u8fbc\u3080<\/li>\n\n\n\n<li>\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u306e\u5b9f\u65bd<\/li>\n\n\n\n<li>\u30cf\u30a4\u30ea\u30b9\u30af\u9867\u5ba2\u306eKYC\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u306e\u5b8c\u4e86<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u306e\u4f5c\u6210<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6210\u529f\u6307\u6a19\u3092\u524d\u3082\u3063\u3066\u5b9a\u7fa9\u3059\u308b: 30% \u3088\u308a\u901f\u3044\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0?1\u30d7\u30ed\u30bb\u30b9\u3042\u305f\u308a\u306e\u624b\u4f5c\u696d\u304c\u5c11\u306a\u3044\u304b\uff1f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u30d1\u30a4\u30ed\u30c3\u30c8\u7d42\u4e86\u5f8c\u3001\u3053\u308c\u3089\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u306b\u5bfe\u3057\u3066\u6e2c\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a66\u9a13\u904b\u7528\u4e2d\u306b\u30d9\u30f3\u30c0\u30fc\u306e\u30b5\u30dd\u30fc\u30c8\u306e\u8cea\u3092\u30c6\u30b9\u30c8\u3059\u308b\u3002\u30d9\u30f3\u30c0\u30fc\u306f\u5bcc\u88d5\u5c64\u7279\u6709\u306e\u898f\u5236\u306e\u30cb\u30e5\u30a2\u30f3\u30b9\u3092\u7406\u89e3\u3057\u3066\u3044\u308b\u304b\u3002\u5927\u898f\u6a21\u306a\u30ab\u30b9\u30bf\u30e0\u958b\u767a\u306a\u3057\u306b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u69cb\u6210\u3067\u304d\u308b\u304b\u3002\u8a55\u4fa1\u4e2d\u306e\u5fdc\u7b54\u6642\u9593\u3068\u5c02\u9580\u77e5\u8b58\u30ec\u30d9\u30eb\u306f\u3001\u3057\u3070\u3057\u3070\u5c0e\u5165\u5f8c\u306e\u7d4c\u9a13\u3092\u4e88\u6e2c\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-investglass-stands-out-as-the-best-crm-for-regulated-wealth-management\">InvestGlass\u304c\u898f\u5236\u5bfe\u8c61\u306e\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u6700\u9069\u306aCRM\u3068\u3057\u3066\u969b\u7acb\u3064\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u30a6\u30a7\u30eb\u30b9\u7279\u6709\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u7d71\u5408\u3055\u308c\u305f\u81ea\u52d5\u5316\u3092\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u7d44\u307f\u5408\u308f\u305b\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u76f4\u9762\u3059\u308b\u4e2d\u6838\u7684\u306a\u8ab2\u984c\u3001\u3059\u306a\u308f\u3061\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3078\u306e\u5727\u529b\u3001\u30c7\u30b8\u30bf\u30eb\u4f53\u9a13\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u306e\u671f\u5f85\u3001\u696d\u52d9\u52b9\u7387\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u5fc5\u8981\u6027\u306b\u5bfe\u51e6\u3059\u308b\u3082\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u6700\u521d\u306e\u898b\u8fbc\u307f\u5ba2\u3068\u306e\u63a5\u89e6\u304b\u3089\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3068AML\u306e\u78ba\u8a8d\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u7ba1\u7406\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u3001\u7d99\u7d9a\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306b\u81f3\u308b\u307e\u3067\u3001\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u30ab\u30d0\u30fc\u3059\u308b\u3002\u3053\u306e\u7d71\u4e00\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30ea\u30b9\u30af\u3068\u975e\u52b9\u7387\u3092\u751f\u307f\u51fa\u3059\u65ad\u7247\u5316\u3092\u6392\u9664\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e3b\u306a\u5dee\u5225\u5316\u8981\u56e0<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e00\u822c\u7684\u306a\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u306a\u304f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u305f\u91d1\u878d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5185\u8535<\/li>\n\n\n\n<li>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u307e\u305f\u306f\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u306b\u5c55\u958b\u3059\u308b\u80fd\u529b \u771f\u306e\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306e\u72ec\u7acb\u6027<\/li>\n\n\n\n<li>\u7c73\u56fdCLOUD\u6cd5\u3084\u305d\u306e\u4ed6\u306e\u57df\u5916\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u6cd5\u306b\u3055\u3089\u3055\u308c\u308b\u3053\u3068\u306f\u306a\u3044\u3002<\/li>\n\n\n\n<li>\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u3001\u30df\u30c9\u30eb\u30aa\u30d5\u30a3\u30b9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u306e\u305f\u3081\u306e\u5358\u4e00\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u72ec\u7acb\u7cfb\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30ed\u30dc\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3001\u4fdd\u967a\u30d6\u30ed\u30fc\u30ab\u30fc\u3001\u3055\u3089\u306b\u306f\u9280\u884c\u30b0\u30ec\u30fc\u30c9\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u3092\u5fc5\u8981\u3068\u3059\u308b\u516c\u7684\u6a5f\u95a2\u306a\u3069\u3001\u69d8\u3005\u306a\u898f\u5236\u5bfe\u8c61\u8005\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5c0f\u898f\u6a21\u306aEAM\u30c1\u30fc\u30e0\u304b\u3089\u5927\u898f\u6a21\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u696d\u52d9\u307e\u3067\u5bfe\u5fdc\u53ef\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306e\u81ea\u52d5\u5316\u3068\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u306a\u304c\u3089\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u5c0a\u91cd\u3059\u308b\u6700\u826f\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6c42\u3081\u308b\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u306b\u3068\u3063\u3066\u3001InvestGlass\u306f\u307e\u3059\u307e\u3059\u8907\u96d1\u5316\u3059\u308b\u8ab2\u984c\u306b\u5bfe\u3059\u308b\u5c02\u7528\u306b\u69cb\u7bc9\u3055\u308c\u305f\u56de\u7b54\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\u304c\u5fa1\u793e\u306e\u8cc7\u7523\u7ba1\u7406\u696d\u52d9\u3092\u3069\u306e\u3088\u3046\u306b\u5909\u9769\u3067\u304d\u308b\u304b\u3092\u691c\u8a0e\u3059\u308b\u6e96\u5099\u306f\u3067\u304d\u3066\u3044\u307e\u3059\u304b\uff1f<\/strong> \u30c7\u30e2\u3084\u30ef\u30fc\u30af\u30b7\u30e7\u30c3\u30d7\u3092\u4e88\u7d04\u3057\u3066\u3001\u7279\u5b9a\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3001\u5b9f\u969b\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u69cb\u6210\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306eFAQ\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1 \u30f3\u30c8\u30fb\u30c1\u30fc\u30e0\u304c\u4e00\u822c\u7684\u306b\u5c0b\u306d\u308b\u5b9f\u52d9\u7684\u306a\u8cea\u554f\u306b\u3064\u3044\u3066\u3001\u672c\u8a18\u4e8b\u3067\u6271\u3063 \u3066\u3044\u308b\u4ee5\u5916\u306b\u3082\u53d6\u308a\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002\u56de\u7b54\u306f\u3001COO\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8cac\u4efb\u8005\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u8cac\u4efb\u8005\u306b\u95a2\u9023\u3059\u308b\u30a6\u30a7\u30eb\u30b9\u7279\u6709\u306e\u61f8\u5ff5\u4e8b\u9805\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-typically-take-to-implement-a-wealth-management-crm-like-investglass\">InvestGlass\u306e\u3088\u3046\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8CRM\u306e\u5c0e\u5165\u306b\u306f\u901a\u5e38\u3069\u308c\u304f\u3089\u3044\u306e\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">5-20\u30e6\u30fc\u30b6\u30fc\u3092\u62b1\u3048\u308b\u5c0f\u898f\u6a21EAM\u306e\u5834\u5408\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30ad\u30c3\u30af\u30aa\u30d5\u304b\u3089\u672c\u756a\u7a3c\u52d5\u307e\u3067\u3001\u901a\u5e386-10\u9031\u9593\u3092\u8981\u3059\u308b\u3002\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3084\u8907\u6570\u306e\u30d6\u30c3\u30ad\u30f3\u30b0\u30bb\u30f3\u30bf\u30fc\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u306e\u5834\u5408\u3001\u7d71\u5408\u306e\u8907\u96d1\u3055\u3084\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306e\u8981\u4ef6\u306b\u3088\u3063\u3066\u306f\u6570\u30f6\u6708\u3092\u8981\u3059\u308b\u3053\u3068\u3082\u3042\u308b\u3002\u4e3b\u306a\u30d5\u30a7\u30fc\u30ba\u306b\u306f\u3001\u30c7\u30a3\u30b9\u30ab\u30d0\u30ea\u30fc\u3068\u30c7\u30b6\u30a4\u30f3\u3001\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u30c7\u30fc\u30bf\u79fb\u884c\u3001\u7d71\u5408\u30c6\u30b9\u30c8\u3001\u6bb5\u968e\u7684\u306a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u3092\u4f34\u3046\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304c\u542b\u307e\u308c\u307e\u3059\u3002InvestGlass\u306f\u3001\u30bc\u30ed\u304b\u3089\u69cb\u7bc9\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u4e8b\u524d\u306b\u69cb\u7bc9\u3055\u308c\u305fKYC\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3068\u5bcc\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u9069\u5fdc\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u5c55\u958b\u3092\u52a0\u901f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-replace-both-my-crm-and-parts-of-my-portfolio-management-system\">InvestGlass\u306fCRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306e\u4e00\u90e8\u3092\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u4e3b\u306bCRM\u3068\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308b\u304c\u3001\u591a\u304f\u306e\u30d5\u30ed\u30f3\u30c8\u30fb\u30aa\u30d5\u30a3\u30b9\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30cb\u30fc\u30ba\u3092\u30ab\u30d0\u30fc\u3059\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\u3068\u30de\u30f3\u30c7\u30fc\u30c8\u30fb\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u4e00\u90e8\u306eEAM\u3084\u5c0f\u898f\u6a21\u6a5f\u95a2\u306b\u3068\u3063\u3066\u306f\u3001\u3053\u306e\u6a5f\u80fd\u306b\u3088\u308a\u3001\u5225\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u306e\u5fc5\u8981\u6027\u304c\u306a\u304f\u306a\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u5927\u898f\u6a21\u306a\u9280\u884c\u3067\u306f\u3001\u4e00\u822c\u7684\u306b\u5c02\u9580\u306ePMS\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001InvestGlass\u3092\u9867\u5ba2\u306e\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u3092\u7d71\u4e00\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30b3\u30c3\u30af\u30d4\u30c3\u30c8\u3068\u3057\u3066\u4f7f\u7528\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u65e2\u5b58\u306e\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3084PMS\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u7d71\u5408\u3055\u308c\u3001\u30c7\u30fc\u30bf\u306e\u91cd\u8907\u3084\u91d1\u878d\u53e3\u5ea7\u60c5\u5831\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u518d\u5165\u529b\u3092\u907f\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-swiss-hosted-crm-help-with-cross-border-wealth-management\">\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30c3\u30c9CRM\u306f\u56fd\u5883\u3092\u8d8a\u3048\u305f\u8cc7\u7523\u7ba1\u7406\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3067\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3001\u4e2d\u5357\u7c73\u3001\u4e2d\u6771\u3001\u30a2\u30b8\u30a2\u306e\u56fd\u969b\u7684\u306a\u9867\u5ba2\u304c\u7279\u306b\u91cd\u8996\u3059\u308b\u6cd5\u7684\u30fb\u653f\u6cbb\u7684\u5b89\u5b9a\u6027\u304c\u5f97\u3089\u308c\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3068\u898f\u5236\u306e\u67a0\u7d44\u307f\u306f\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u3067\u306e\u53d6\u5f15\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u308b\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u30c7\u30fc\u30bf\u4fdd\u8b77\u306b\u95a2\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u306e\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u9069\u5408\u6027\u30eb\u30fc\u30eb\u306b\u306f\u4f9d\u7136\u3068\u3057\u3066\u614e\u91cd\u306a\u30d7\u30ed\u30bb\u30b9\u8a2d\u8a08\u304c\u5fc5\u8981\u3067\u3042\u308b\u304c\u3001\u30bd\u30d6\u30ea\u30f3CRM\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306e\u5f37\u56fa\u306a\u6cd5\u7684\u30fb\u6280\u8853\u7684\u57fa\u76e4\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-investglass-suitable-only-for-swiss-institutions\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u307f\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u3067\u69cb\u7bc9\u3055\u308c\u307e\u3057\u305f\u304c\u3001\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u5f37\u56fa\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u512a\u5148\u3059\u308b\u8907\u6570\u306e\u6cd5\u57df\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u591a\u8a00\u8a9e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001EU\u3001\u82f1\u56fd\u3001\u4e2d\u6771\u3001\u305d\u306e\u4ed6\u306e\u5e02\u5834\u306e\u73fe\u5730\u898f\u5236\u3092\u53cd\u6620\u3059\u308b\u3088\u3046\u306b\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u56fd\u969b\u7684\u306a\u4f01\u696d\u306f\u3001\u7279\u5b9a\u306e\u898f\u5236\u8981\u4ef6\u3084\u30d3\u30b8\u30cd\u30b9\u6226\u7565\u306b\u57fa\u3065\u3044\u3066\u3001\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\uff08\u6700\u5927\u9650\u306e\u30bd\u30d6\u30ea\u30f3\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u306e\u305f\u3081\uff09\u3068\u81ea\u793e\u30a4\u30f3\u30d5\u30e9\u5185\u306e\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u306e\u3044\u305a\u308c\u304b\u3092\u9078\u629e\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-pricing-for-a-wealth-management-crm-like-investglass-typically-include\">InvestGlass\u306e\u3088\u3046\u306a\u8cc7\u7523\u7ba1\u7406CRM\u306e\u4fa1\u683c\u8a2d\u5b9a\u306b\u306f\u901a\u5e38\u4f55\u304c\u542b\u307e\u308c\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fa1\u683c\u8a2d\u5b9a\u306f\u901a\u5e38\u3001\u5358\u7d14\u306a\u5b9a\u984d\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u3067\u306f\u306a\u304f\u3001\u30e6\u30fc\u30b6\u30fc\u3054\u3068\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u3068\u5b9f\u88c5\u3001\u8a2d\u5b9a\u3001\u30ab\u30b9\u30bf\u30e0\u7d71\u5408\u306e\u6599\u91d1\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u9078\u629e\u3057\u305f\u30e2\u30b8\u30e5\u30fc\u30eb\uff08CRM\u30b3\u30a2\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\uff09\u306b\u57fa\u3065\u3044\u305f\u6bb5\u968e\u7684\u306a\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u4f01\u696d\u306f\u5b9f\u969b\u306b\u4f7f\u7528\u3059\u308b\u6a5f\u80fd\u306b\u5bfe\u3057\u3066\u6599\u91d1\u3092\u652f\u6255\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u5b9f\u88c5\u7bc4\u56f2\u306f\u3001\u7279\u306b\u8907\u96d1\u306a\u7d71\u5408\u8981\u4ef6\u306e\u5834\u5408\u3001\u7dcf\u30b3\u30b9\u30c8\u306b\u5927\u304d\u304f\u5f71\u97ff\u3057\u307e\u3059\u3002InvestGlass\u306b\u76f4\u63a5\u304a\u554f\u3044\u5408\u308f\u305b\u3044\u305f\u3060\u304d\u3001\u304a\u304a\u3088\u305d\u306e\u30e6\u30fc\u30b6\u30fc\u6570\u3068\u5fc5\u8981\u306a\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u304a\u77e5\u3089\u305b\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-crm-for-wealth-management\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306eCRM\u5165\u9580<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u65e5\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u5206\u91ce\u3067\u306f\u3001\u5f37\u529b\u306a\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7bc9\u304d\u3001\u80b2\u3080\u3053\u3068\u306f\u5358\u306b\u91cd\u8981\u306a\u3060\u3051\u3067\u306a\u304f\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u7206\u767a\u7684\u306a\u6210\u9577\u3068\u6c38\u7d9a\u7684\u306a\u6210\u529f\u306e\u305f\u3081\u306e\u7a76\u6975\u306e\u30b2\u30fc\u30e0\u30fb\u30c1\u30a7\u30f3\u30b8\u30e3\u30fc\u3067\u3059\u3002\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u7af6\u4e89\u304c\u904e\u71b1\u3057\u3001\u9867\u5ba2\u304b\u3089\u306e\u8981\u6c42\u304c\u304b\u3064\u3066\u306a\u3044\u307b\u3069\u9ad8\u307e\u308b\u4e2d\u3001\u8ce2\u660e\u306a\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f01\u696d\u306f\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u79d8\u5bc6\u5175\u5668\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u9069\u5207\u306aCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3059\u308b\u306e\u3092\u52a9\u3051\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u306e\u30e6\u30cb\u30fc\u30af\u306a\u30b9\u30a4\u30fc\u30c8\u30b9\u30dd\u30c3\u30c8\u306b\u30d2\u30c3\u30c8\u3059\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u30b9\u30fc\u30d1\u30fc\u30d2\u30fc\u30ed\u30fc\u306b\u5909\u8eab\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u5358\u306a\u308b\u9023\u7d61\u5148\u7ba1\u7406\u3092\u4e00\u5909\u3055\u305b\u307e\u3059\u3002CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30ec\u30d3\u30e5\u30fc\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u9867\u5ba2\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u3001\u8003\u3048\u3089\u308c\u308b\u3042\u3089\u3086\u308b\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u305f\u3081\u306e\u5f37\u529b\u306a\u30c4\u30fc\u30eb\u3067\u3059\u3002CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u60c5\u5831\u3092\u3042\u306a\u305f\u306e\u6307\u5148\u306b\u7f6e\u304d\u3001\u3042\u3089\u3086\u308b\u95a2\u4fc2\u3092360\u5ea6\u30af\u30ea\u30a2\u306b\u628a\u63e1\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u9867\u5ba2\u306e\u5fc3\u3092\u8aad\u3080\u8aad\u66f8\u5bb6\u306b\u5909\u8eab\u3055\u305b\u3001\u9867\u5ba2\u304c\u305d\u306e\u3053\u3068\u306b\u6c17\u3065\u304f\u524d\u306b\u30cb\u30fc\u30ba\u3092\u4e88\u6e2c\u3057\u3001\u96fb\u5149\u77f3\u706b\u306e\u3054\u3068\u304f\u5bfe\u5fdc\u3057\u3001\u63fa\u308b\u304e\u306a\u3044\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3001\u6b62\u3081\u3069\u306a\u3044\u5fe0\u8aa0\u5fc3\u3068\u9650\u308a\u306a\u3044\u7d39\u4ecb\u3092\u751f\u307f\u51fa\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3001\u696d\u52d9\u52b9\u7387\u306e\u98db\u8e8d\u7684\u306a\u5411\u4e0a\u3001\u305d\u3057\u3066\u30d3\u30b8\u30cd\u30b9\u306e\u7206\u767a\u7684\u306a\u6210\u9577\u306b\u5408\u308f\u305b\u3066\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u62e1\u5927\u3059\u308b\u9a5a\u7570\u7684\u306a\u80fd\u529b\u3067\u3059\u3002\u4fe1\u983c\u3068\u500b\u4eba\u7684\u306a\u3064\u306a\u304c\u308a\u304c\u3059\u3079\u3066\u3092\u652f\u914d\u3059\u308b\u3053\u306e\u696d\u754c\u306b\u304a\u3044\u3066\u3001CRM\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u306f\u5358\u306b\u8ce2\u3044\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-and-setup-getting-started-with-your-wealth-management-crm\">\u5c0e\u5165\u3068\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8CRM\u3092\u59cb\u3081\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u5c0e\u5165\u306e\u6210\u529f\u306f\u3001\u660e\u78ba\u306a\u30d3\u30b8\u30cd\u30b9\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u3068\u92ed\u3044\u9867\u5ba2\u5fd7\u5411\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002.<\/strong> \u5927\u52dd\u3061\u3059\u308b\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u30d9\u30b9\u30c8\u3092\u671b\u3080\u3060\u3051\u3067\u306f\u306a\u3044\u3002 <strong>\u73fe\u5728\u306e\u3059\u3079\u3066\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u30de\u30c3\u30d7\u3059\u308b<\/strong> CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u6700\u5927\u306e\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308b\u5834\u6240\u3092\u6b63\u78ba\u306b\u7279\u5b9a\u3057\u307e\u3059\u3002\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5408\u7406\u5316\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5f37\u5316\u3001\u8ca1\u52d9\u30c7\u30fc\u30bf\u3078\u306e\u5373\u6642\u30a2\u30af\u30bb\u30b9\u306a\u3069\u3001, <strong>\u571f\u53f0\u304c\u6210\u529f\u3092\u5de6\u53f3\u3059\u308b.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u9078\u629e\u306f\u3001\u5358\u306b\u91cd\u8981\u3067\u3042\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u4f01\u696d\u306e\u5c06\u6765\u3092\u5de6\u53f3\u3059\u308b\u3082\u306e\u3067\u3059\u3002.<\/strong> Salesforce Financial Services Cloud \u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u7ba1\u7406\u3068\u8ca1\u52d9\u30c7\u30fc\u30bf\u306e\u53d6\u308a\u6271\u3044\u306b\u7279\u5316\u3057\u305f\u5305\u62ec\u7684\u306a\u30c4\u30fc\u30eb\u30b9\u30a4\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30aa\u30d7\u30b7\u30e7\u30f3\u306e\u8a55\u4fa1, <strong>\u30b2\u30fc\u30e0\u30c1\u30a7\u30f3\u30b8\u30e3\u30fc\u3092\u512a\u5148\u3059\u308b<\/strong>\u30c1\u30fc\u30e0\u304c\u5b9f\u969b\u306b\u611b\u7528\u3059\u308b\u30e6\u30fc\u30b6\u30fc\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3001\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3001\u72ec\u81ea\u306e\u30d3\u30b8\u30cd\u30b9DNA\u306b\u9069\u5fdc\u3059\u308b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u30fb\u30d7\u30ed\u30bb\u30b9\u304c\u7af6\u4e89\u512a\u4f4d\u306b<\/strong> CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u69cb\u6210\u3057\u3001\u4f1a\u793e\u306e\u69cb\u9020\u3092\u5b8c\u5168\u306b\u53cd\u6620\u3055\u305b\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u4f1a\u8a08\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u5b8c\u74a7\u306b\u7d71\u5408\u3057\u3001\u5f3e\u4e38\u306e\u3088\u3046\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3067\u30c7\u30fc\u30bf\u79fb\u884c\u3092\u51e6\u7406\u3059\u308b\u3002. <strong>\u30b9\u30bf\u30c3\u30d5\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u306f\u306a\u304f\u3001\u5fc5\u8981\u4e0d\u53ef\u6b20\u306a\u3082\u306e\u3060\u3002.<\/strong> \u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30b5\u30dd\u30fc\u30c8\u30c1\u30fc\u30e0\u306f\u3001\u7d76\u5bfe\u7684\u306a\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u3068\u3057\u3066\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3084\u91d1\u878d\u53e3\u5ea7\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u3001\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u3063\u3066\u78ba\u56fa\u305f\u308b\u81ea\u4fe1\u3092\u6301\u3064\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5353\u8d8a\u3057\u305f\u30d9\u30f3\u30c0\u30fc\u306e\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u306b\u652f\u3048\u3089\u308c\u305f\u69cb\u9020\u5316\u3055\u308c\u305f\u5c0e\u5165\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u6df7\u4e71\u3092\u6392\u9664\u3057\u3001\u7d44\u7e54\u5168\u4f53\u3067\u306e\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u3092\u52a0\u901f\u3057\u307e\u3059\u3002.<\/strong> \u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u3001\u8cb4\u793e\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306f\u3001\u8a08\u753b\u3084\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u5341\u5206\u306a\u6642\u9593\u3092\u6295\u8cc7\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002 <strong>\u3059\u3050\u306b\u53ce\u7a6b\u3092\u59cb\u3081\u308b<\/strong> \u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u5411\u4e0a\u3068\u696d\u52d9\u52b9\u7387\u306e\u6539\u5584\u306b\u3088\u308a\u3001\u53ce\u76ca\u304c\u6539\u5584\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-and-business-growth-in-wealth-management\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308bCRM\u3068\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u30b7\u30b9\u30c6\u30e0\u306f\u5358\u306a\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u306f\u306a\u304f\u3001\u7206\u767a\u7684\u6210\u9577\u306e\u305f\u3081\u306e\u79d8\u5bc6\u5175\u5668\u3067\u3042\u308b<\/strong> \u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u754c\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b <strong>\u5305\u62ec\u7684\u306a360\u5ea6\u30d3\u30e5\u30fc<\/strong> \u5404\u9867\u5ba2\u306e\u8ca1\u52d9\u72b6\u6cc1\u3001\u76ee\u6a19\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3092\u628a\u63e1\u3059\u308b\u3053\u3068\u3067\u3001\u5358\u306b\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u6b21\u306e\u3088\u3046\u306a\u3053\u3068\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3002 <strong>\u771f\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u91d1\u878d\u4f53\u9a13<\/strong> \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u9a5a\u304b\u305b\u308b\u3053\u306e\u3088\u3046\u306a\u6df1\u3044\u7406\u89e3\u306f\u3001\u5358\u306b\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u6b21\u306e\u3088\u3046\u306a\u52b9\u679c\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002 <strong>\u65b0\u305f\u306a\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u3092\u6398\u308a\u8d77\u3053\u3059<\/strong> \u7af6\u5408\u4ed6\u793e\u304c\u898b\u843d\u3068\u3057\u3066\u3044\u308b\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u3084\u30a2\u30c3\u30d7\u30bb\u30ea\u30f3\u30b0\u306e\u305f\u3081\u306b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u624b\u4f5c\u696d\u306b\u3088\u308b\u6642\u9593\u306e\u7121\u99c4\u3092\u7701\u304f<\/strong> \u305d\u3057\u3066\u3001\u672c\u5f53\u306b\u91cd\u8981\u306a\u3053\u3068\u306b\u96c6\u4e2d\u3057\u307e\u3057\u3087\u3046\u3002CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u30a2\u30ab\u30a6\u30f3\u30c8\u7ba1\u7406\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u76e3\u8996\u307e\u3067\u3001\u3059\u3079\u3066\u3092\u5408\u7406\u5316\u3057\u307e\u3059\u3001, <strong>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u81ea\u7531\u5ea6\u3092\u9ad8\u3081\u308b<\/strong>\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30d7\u30e9\u30f3\u3068\u6295\u8cc7\u6226\u7565\u306e\u7acb\u6848\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u3067\u3001, <strong>\u3082\u3046\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u9003\u3059\u3053\u3068\u306f\u306a\u3044<\/strong>, \u307e\u305f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7ba1\u7406\u6a5f\u80fd\u304c\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u308b\u305f\u3081\u3001\u898f\u5236\u8981\u4ef6\u306b\u5148\u624b\u3092\u6253\u3064\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 <strong>\u4f1a\u793e\u306e\u8a55\u5224\u3092\u5b88\u308b<\/strong> \u8981\u585e\u306e\u3088\u3046\u306b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7d50\u679c\u304c\u3059\u3079\u3066\u3092\u7269\u8a9e\u3063\u3066\u3044\u308b<\/strong>\u3088\u308a\u5e78\u305b\u306a\u9867\u5ba2\u3001\u975e\u5e38\u306b\u9ad8\u3044\u7d99\u7d9a\u7387\u3001\u305d\u3057\u3066 <strong>\u7af6\u5408\u4ed6\u793e\u3092\u5ac9\u59ac\u3055\u305b\u308b\u53ce\u76ca\u6210\u9577<\/strong>. .CRM\u3092\u6d3b\u7528\u3057\u3066\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3057\u3001\u9867\u5ba2\u306e\u884c\u52d5\u3092\u5206\u6790\u3057\u3001\u9867\u5ba2\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u308b\u3053\u3068\u3067\u3001\u696d\u754c\u306e\u898f\u5236\u3084\u5e02\u5834\u52d5\u5411\u306b\u5bfe\u5fdc\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 <strong>\u4f55\u30de\u30a4\u30eb\u3082\u5148\u3092\u884c\u304f<\/strong> \u305d\u3057\u3066\u3001\u4eca\u65e5\u306e\u71be\u70c8\u306a\u7af6\u4e89\u74b0\u5883\u306b\u304a\u3044\u3066\u6301\u7d9a\u53ef\u80fd\u306a\u4e8b\u696d\u6210\u9577\u3092\u63a8\u9032\u3059\u308b\u3002. <strong>\u3042\u306a\u305f\u306e\u30b5\u30af\u30bb\u30b9\u30b9\u30c8\u30fc\u30ea\u30fc\u306f\u3001\u6b63\u3057\u3044CRM\u306e\u9078\u629e\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion\">\u7d50\u8ad6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6025\u901f\u306b\u9032\u5316\u3059\u308b\u4eca\u65e5\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u72b6\u6cc1\u306b\u304a\u3044\u3066\u3001, <strong>CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u30b2\u30fc\u30e0\u3092\u5909\u3048\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u306a\u3063\u305f<\/strong> \u3053\u308c\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306b\u6b21\u306e\u3088\u3046\u306a\u6a29\u9650\u3092\u4e0e\u3048\u308b\u3082\u306e\u3067\u3042\u308b\u3002 <strong>\u9867\u5ba2\u3068\u306e\u3086\u308b\u304e\u306a\u3044\u7d46\u3092\u7bc9\u304d\u3001\u5353\u8d8a\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u98db\u8e8d\u7684\u6210\u9577\u3092\u4fc3\u3059<\/strong>. .\u72ec\u81ea\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u305f\u9069\u5207\u306aCRM\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u6226\u7565\u7684\u306b\u9078\u629e\u30fb\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u4ee5\u4e0b\u306e\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002 <strong>\u771f\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u8ca1\u52d9\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u3042\u3089\u3086\u308b\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u7af6\u4e89\u4e0a\u306e\u512a\u4f4d\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3002<\/strong> \u307e\u3059\u307e\u3059\u6df7\u96d1\u3059\u308b\u5e02\u5834\u306e\u4e2d\u3067\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9069\u5207\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f1a\u793e\u306e\u696d\u52d9\u3092\u5909\u9769\u3059\u308b<\/strong>, \u3053\u308c\u306b\u3088\u308a\u3001\u5f7c\u3089\u306f\u6b21\u306e\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002 <strong>\u52b9\u7387\u7684\u306b\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u69cb\u7bc9\u3057\u3001\u696d\u7e3e\u3092\u5411\u4e0a\u3055\u305b\u3001\u6c38\u7d9a\u7684\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3092\u7bc9\u304f\u3002<\/strong> \u5e02\u5834\u306e\u5909\u52d5\u3084\u6642\u9593\u305d\u306e\u3082\u306e\u306b\u8010\u3048\u308b\u3082\u306e\u3002\u9867\u5ba2\u306e\u671f\u5f85\u304c\u65b0\u305f\u306a\u9ad8\u307f\u306b\u9054\u3057\u3001\u898f\u5236\u74b0\u5883\u304c\u65e5\u306b\u65e5\u306b\u8907\u96d1\u5316\u3059\u308b\u4e2d\u3067, <strong>\u5805\u7262\u3067\u30aa\u30fc\u30eb\u30fb\u30a4\u30f3\u30fb\u30ef\u30f3\u306eCRM\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u6295\u8cc7\u306f\u3001\u8ce2\u3044\u3060\u3051\u3067\u306a\u304f\u3001\u7d76\u5bfe\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002<\/strong> \u9577\u671f\u7684\u306a\u5e02\u5834\u652f\u914d\u3092\u76ee\u6307\u3059\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30d5\u30a1\u30fc\u30e0\u306e\u305f\u3081\u306b\u6700\u5148\u7aef\u306eCRM\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u6b21\u306e\u3088\u3046\u306a\u30e1\u30ea\u30c3\u30c8\u3082\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002 <strong>\u4e8b\u696d\u306e\u6210\u9577\u3092\u52a0\u901f\u3055\u305b\u3001\u5e02\u5834\u3067\u306e\u5730\u4f4d\u3092\u56fa\u3081\u3001\u8ab0\u3082\u304c\u8a8d\u3081\u308b\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u78ba\u7acb\u3059\u308b\u3002<\/strong> \u7af6\u4e89\u306e\u6fc0\u3057\u3044\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u5206\u91ce\u3067\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Wealth managers in 2026 need CRM systems that extend far beyond simple contact management. Today\u2019s platforms must orchestrate digital onboarding, KYC processes, portfolio data synchronization, and compliant communications all within a single ecosystem. The best CRM for wealth management is one that unifies the entire client lifecycle, integrates portfolio management capabilities, and maintains strict regulatory compliance while respecting data privacy requirements. What Makes a CRM \u201cBest\u201d for Wealth Management? Wealth management operates in a fundamentally different universe from generic B2B sales. Financial advisors build multi generational relationships that span decades. They navigate regulated advice requirements, suitability obligations, and complex portfolio structures that a standard customer relationship management platform simply cannot [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49021,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,95],"class_list":["post-48856","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-wealth-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>Best CRM for Wealth Management in 2026 | InvestGlass<\/title>\n<meta name=\"description\" content=\"Wealth managers in 2026 need CRM systems that extend far beyond simple contact\" \/>\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\/2026\u5e74\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u6700\u9069\u306acrm\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Best CRM for Wealth Management in 2026\" \/>\n<meta property=\"og:description\" content=\"Wealth managers in 2026 need CRM systems that extend far beyond simple contact\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/2026\u5e74\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u6700\u9069\u306acrm\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-29T16:15:30+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-07T14:17:59+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-36.png\" \/>\n\t<meta property=\"og:image:width\" content=\"600\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u57f7\u7b46\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data2\" content=\"26\u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"2026\u5e74\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306e\u30d9\u30b9\u30c8CRM\uff5cInvestGlass","description":"2026\u5e74\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u5358\u306a\u308b\u30b3\u30f3\u30bf\u30af\u30c8\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u308bCRM\u30b7\u30b9\u30c6\u30e0\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/ja\/2026\u5e74\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u6700\u9069\u306acrm\/","og_locale":"ja_JP","og_type":"article","og_title":"Best CRM for Wealth Management in 2026","og_description":"Wealth managers in 2026 need CRM systems that extend far beyond simple contact","og_url":"https:\/\/www.investglass.com\/ja\/2026\u5e74\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u6700\u9069\u306acrm\/","og_site_name":"InvestGlass","article_published_time":"2026-01-29T16:15:30+00:00","article_modified_time":"2026-02-07T14:17:59+00:00","og_image":[{"width":600,"height":400,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-36.png","type":"image\/png"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u57f7\u7b46\u8005":"InvestGlass","\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593":"26\u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"Best CRM for Wealth Management in 2026","datePublished":"2026-01-29T16:15:30+00:00","dateModified":"2026-02-07T14:17:59+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/"},"wordCount":5732,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-36.png","keywords":["CRM","wealth management"],"articleSection":["Article"],"inLanguage":"ja","copyrightYear":"2026","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ja\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/","url":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/","name":"2026\u5e74\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306e\u30d9\u30b9\u30c8CRM\uff5cInvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-36.png","datePublished":"2026-01-29T16:15:30+00:00","dateModified":"2026-02-07T14:17:59+00:00","description":"2026\u5e74\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u5358\u306a\u308b\u30b3\u30f3\u30bf\u30af\u30c8\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u308bCRM\u30b7\u30b9\u30c6\u30e0\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b","breadcrumb":{"@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/#breadcrumb"},"inLanguage":"ja","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/"]}]},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-36.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-36.png","width":600,"height":400,"caption":"Best CRM for Wealth Management in 2026"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"Best CRM for Wealth Management in 2026"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","description":"\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ja"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","image":{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/ja\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/www.investglass.com\/best-crm-for-wealth-management-in-2026\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts\/48856","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/comments?post=48856"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts\/48856\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/media\/49021"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/media?parent=48856"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/categories?post=48856"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/tags?post=48856"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}