{"id":48878,"date":"2026-01-30T16:16:53","date_gmt":"2026-01-30T15:16:53","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48878"},"modified":"2026-02-07T15:28:36","modified_gmt":"2026-02-07T14:28:36","slug":"crm%e3%81%8c%e8%a6%8f%e5%88%b6%e9%81%b5%e5%ae%88%e3%81%ab%e3%81%a9%e3%81%ae%e3%82%88%e3%81%86%e3%81%ab%e5%bd%b9%e7%ab%8b%e3%81%a4%e3%81%8b","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-crm-helps-with-regulatory-compliance\/","title":{"rendered":"CRM\u306f\u6cd5\u898f\u5236\u9075\u5b88\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u304b"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u6700\u65b0\u306e\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u305d\u306e\u4ed6\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30a4\u30f3\u30d5\u30e9\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u304b\u3064\u3066\u306f\u55b6\u696d\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u3067\u3042\u3063\u305f\u3082\u306e\u304c\u3001\u4eca\u3067\u306f\u7ba1\u8f44\u533a\u57df\u3092\u8d85\u3048\u305f\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3059\u305f\u3081\u306e\u30d0\u30c3\u30af\u30dc\u30fc\u30f3\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306b\u8a2d\u5b9a\u3055\u308c\u305f CRM \u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3001KYC \u3084\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3092\u81ea\u52d5\u5316\u3057\u3001 \u898f\u5236\u5f53\u5c40\u304c\u8981\u6c42\u3059\u308b\u76e3\u67fb\u8a3c\u8de1\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002CRM\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u8cac\u4efb\u3042\u308b\u53d6\u308a\u6271\u3044\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u6e80\u305f\u3055\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u4e00\u9023\u306e\u6cd5\u7684\u3001\u898f\u5236\u7684\u3001\u304a\u3088\u3073\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8981\u4ef6\u3092\u6307\u3057\u307e\u3059\u3002\u8907\u96d1\u306a\u898f\u5236\u74b0\u5883\u306e\u4e2d\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u9069\u5207\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5c0e\u5165\u306f\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u5be9\u67fb\u3068\u30b3\u30b9\u30c8\u306e\u304b\u304b\u308b\u662f\u6b63\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u9055\u3044\u3092\u610f\u5473\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u305d\u306e\u4ed6\u306e\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u4eca\u3084\u4e2d\u6838\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c4\u30fc\u30eb\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406CRM\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7ba1\u7406\u3057\u3001KYC\u3068\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3092\u81ea\u52d5\u5316\u3057\u3001FINMA\u3001ESMA\u3001\u5404\u56fd\u9280\u884c\u5f53\u5c40\u306a\u3069\u306e\u898f\u5236\u5f53\u5c40\u306e\u305f\u3081\u306b\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u4f5c\u6210\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3068\u3057\u3066\u3001\u53b3\u3057\u3044\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u898f\u5236\u3092\u6e80\u305f\u3059\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u9069\u5207\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u306a\u304c\u3089\u3001\u8ca1\u52d9\u4e0a\u306e\u7f70\u5247\u3001\u4fee\u5fa9\u30b3\u30b9\u30c8\u3001\u98a8\u8a55\u88ab\u5bb3\u306e\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u304b\u3089\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u307e\u3067\u3001CRM\u306e\u6a5f\u80fd\u304c2024\u5e74\u30682025\u5e74\u306e\u898f\u5236\u8981\u4ef6\u3092\u76f4\u63a5\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u5b9f\u8df5\u7684\u306a\u4f8b\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-customer-relationship-management\">\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u5165\u9580<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Customer Relationship Management (CRM) is at the heart of modern business operations, providing organizations with the tools to manage and analyze customer interactions across every stage of the customer lifecycle. By centralizing customer data and streamlining communication, CRM systems empower businesses to build stronger customer relationships, enhance satisfaction, and drive long term growth. In today\u2019s regulatory landscape, effective customer relationship management is not just about improving sales or service it\u2019s also about ensuring the secure handling of customer data in compliance with data protection regulations such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). With robust CRM systems in place, companies can protect customer data, maintain compliance with evolving laws, and foster trust through transparent and responsible data management. As a result, customer relationship management CRM platforms have become essential for organizations seeking to balance business operations with regulatory compliance and data protection.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-regulatory-compliance-now-depends-on-your-crm\">\u898f\u5236\u9075\u5b88\u304cCRM\u306b\u4f9d\u5b58\u3059\u308b\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5236\u3001MiFID II\u3001\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u6307\u4ee4\u3001FINMA 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class=\"wp-block-paragraph\">CRM\u306f\u3082\u306f\u3084\u5358\u306a\u308b\u55b6\u696d\u30c4\u30fc\u30eb\u3067\u306f\u306a\u3044\u3002\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001CRM\u306f\u500b\u4eba\u30c7\u30fc\u30bf\u3001\u53d6\u5f15\u72b6\u6cc1\u3001\u9069\u5408\u6027\u6587\u66f8\u3001\u305d\u3057\u3066\u3001\u9867\u5ba2\u60c5\u5831\u3092\u8a18\u9332\u3059\u308b\u4e3b\u8981\u306a\u30b7\u30b9\u30c6\u30e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002 <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=\"5839\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u540c\u610f\u3059\u308b\u3002\u898f\u5236\u5f53\u5c40\u304c\u5be9\u67fb\u3092\u884c\u3046\u969b\u306b\u306f\u3001\u5404\u90e8\u9580\u306b\u6563\u5728\u3059\u308b\u305d\u306e\u5834\u9650\u308a\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30a2\u30fc\u30ab\u30a4\u30d6\u304b\u3089\u3067\u306f\u306a\u304f\u3001\u696d\u52d9\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u76f4\u63a5\u8a3c\u62e0\u3092\u63d0\u51fa\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u304c\u30012023\u5e74\u5165\u884c\u306e\u5bcc\u88d5\u5c64\u9867\u5ba2\u306e\u8cc7\u91d1\u6e90\u30c1\u30a7\u30c3\u30af\u3092\u8a3c\u660e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u4e00\u5143\u5316\u3055\u308c\u305fCRM\u304c\u306a\u3051\u308c\u3070\u3001\u30b9\u30bf\u30c3\u30d5\u306f\u8907\u6570\u306e\u30d5\u30a9\u30eb\u30c0\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3001\u5834\u5408\u306b\u3088\u3063\u3066\u306f\u7d19\u306e\u30d5\u30a1\u30a4\u30eb\u3092\u691c\u7d22\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u5c02\u7528\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3042\u308c\u3070\u3001\u5b8c\u5168\u306a\u6587\u66f8\u3092\u6570\u79d2\u3067\u5165\u624b\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u69d8\u306b\u3001MiFID II\u306e\u9069\u5408\u6027\u5be9\u67fb\u306b\u5fdc\u3058\u308bEU\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u30011\u3064\u306e\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3001\u6295\u8cc7\u55dc\u597d\u3001\u63a8\u85a6\u306e\u6839\u62e0\u306e\u5168\u5c65\u6b74\u3092\u5f15\u304d\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u6a5f\u80fd\u306f\u8d05\u6ca2\u54c1\u3067\u306f\u306a\u304f\u3001\u4eca\u3084\u57fa\u672c\u7684\u306a\u671f\u5f85\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u55b6\u696d\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5358\u4e00\u306e\u30bb\u30ad\u30e5\u30a2\u306a\u74b0\u5883\u3067\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u958b\u767a\u3055\u308c\u305f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-risk-of-non-compliance\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306e\u30ea\u30b9\u30af<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Non compliance with data protection regulations is a serious threat to any business that manages customer data. Regulations such as the general data protection regulation (GDPR) and the california consumer privacy act (CCPA) set strict standards for how organizations must handle, store, and process personal data. Failure to meet these regulatory requirements can result in substantial financial penalties GDPR fines can reach up to \u20ac20 million or 4% of annual global turnover, whichever is higher. For healthcare organizations, non compliance with health insurance portability and accountability requirements can also lead to significant sanctions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u92ad\u7684\u306a\u7f70\u5247\u3060\u3051\u3067\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u304c\u3082\u305f\u3089\u3059\u5f71\u97ff\u306f\u3001\u98a8\u8a55\u88ab\u5bb3\u3084\u9867\u5ba2\u306e\u4fe1\u983c\u4f4e\u4e0b\u306b\u3082\u53ca\u3076\u3002\u4e0d\u5341\u5206\u306a\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u306b\u3088\u3063\u3066\u5f15\u304d\u8d77\u3053\u3055\u308c\u308b\u30c7\u30fc\u30bf\u6f0f\u6d29\u306f\u3001\u500b\u4eba\u60c5\u5831\u3084\u8ca1\u52d9\u60c5\u5831\u3092\u542b\u3080\u3001\u9867\u5ba2\u306e\u6a5f\u5bc6\u30c7\u30fc\u30bf\u3092\u66b4\u9732\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u4e8b\u6545\u306f\u696d\u52d9\u306b\u652f\u969c\u3092\u304d\u305f\u3059\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u304b\u3089\u4fe1\u983c\u3067\u304d\u306a\u3044\u3001\u3042\u308b\u3044\u306f\u9867\u5ba2\u60c5\u5831\u306e\u4fdd\u8b77\u3092\u6020\u3063\u3066\u3044\u308b\u7d44\u7e54\u3068\u307f\u306a\u3055\u308c\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5931\u3046\u3053\u3068\u306b\u3082\u3064\u306a\u304c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Customer relationship management crm systems are central to managing customer data and ensuring compliance with data protection regulations. Without robust data security measures such as data encryption, strict access controls, and regular data audits businesses are at greater risk of unauthorized data access and data breaches. CRM systems with built in compliance tools, including consent management and detailed audit logs, help organizations demonstrate compliance and respond efficiently to data access requests or regulatory inquiries.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-centralized-client-data-and-documented-consent\">\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316\u3068\u540c\u610f\u306e\u6587\u66f8\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u30c7\u30fc\u30bf\u3092\u4fdd\u6709\u3057\u3001\u3069\u3053\u306b\u4fdd\u7ba1\u3057\u3001\u3069\u306e\u3088\u3046\u306a\u6cd5\u7684\u6839\u62e0\u306b\u57fa\u3065\u3044\u3066\u51e6\u7406\u3057\u3066\u3044\u308b\u304b\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u540c\u610f\u3092\u8ffd\u8de1\u3057\u3001\u30a2\u30af\u30bb\u30b9\u3092\u5236\u5fa1\u3057\u3001\u500b\u4eba\u60c5\u5831\u306e\u9069\u5207\u306a\u53d6\u308a\u6271\u3044\u3092\u4fdd\u8a3c\u3059\u308b\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001GDPR\u3084CCPA\u306a\u3069\u306e\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u306b\u5f93\u3063\u3066\u4f01\u696d\u304c\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3059\u308b\u306e\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u30c7\u30fc\u30bf\u304c\u5206\u6563\u3057\u3066\u3044\u308b\u3068\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306b\u5bfe\u3059\u308b\u8106\u5f31\u6027\u304c\u9ad8\u307e\u308a\u3001\u898f\u5236\u5f53\u5c40\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3078\u306e\u5bfe\u5fdc\u306b\u6642\u9593\u304c\u304b\u304b\u308a\u3001\u30df\u30b9\u304c\u767a\u751f\u3057\u3084\u3059\u304f\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5805\u7262\u306aCRM\u306f\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001KYC\u30d5\u30a1\u30a4\u30eb\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u6295\u8cc7\u55dc\u597d\u3001\u304a\u3088\u3073\u901a\u4fe1\u540c\u610f\u3092\u5358\u4e00\u306e\u69cb\u9020\u5316\u3055\u308c\u305f\u30ea\u30dd\u30b8\u30c8\u30ea\u306b\u96c6\u4e2d\u5316\u3057\u307e\u3059\u3002\u3053\u306e\u4e00\u5143\u5316\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u304c\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u3001\u7d44\u7e54\u5168\u4f53\u306e\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u304c\u78ba\u4fdd\u3055\u308c\u308b\u3002\u307e\u305f\u3001CRM \u30b7\u30b9\u30c6\u30e0\u306b\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7684\u306b\u4fdd\u7ba1\u3059\u308b\u3053\u3068\u3067\u3001\u5305\u62ec\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4 \u30a2\u30f3\u30b9\u306e\u6587\u66f8\u5316\u304c\u5bb9\u6613\u306b\u306a\u308a\u3001\u898f\u5236\u5f53\u5c40\u306e\u5be9\u67fb\u6642\u306b\u8a3c\u62e0\u3092\u63d0\u51fa\u3057\u3084\u3059\u304f\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-consent-management-works-in-practice\">\u540c\u610f\u7ba1\u7406\u306e\u5b9f\u969b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5236gdpr\u3084\u30b9\u30a4\u30b9\u9023\u90a6\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\uff08FADP\uff09\u306a\u3069\u306e\u985e\u4f3c\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u306e\u4e0b\u3067\u306f\u3001\u4f01\u696d\u306f\u30c7\u30fc\u30bf\u51e6\u7406\u6d3b\u52d5\u306b\u5bfe\u3057\u3066\u6709\u52b9\u306a\u9867\u5ba2\u540c\u610f\u3092\u53d6\u5f97\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u8a3c\u660e\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u3053\u306e\u540c\u610f\u3092\u6b63\u78ba\u306a\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3067\u53d6\u5f97\u3057\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u8b77\u3057\u3001\u900f\u660e\u6027\u3092\u78ba\u4fdd\u3057\u3001GDPR\u3084CCPA\u306e\u3088\u3046\u306a\u898f\u5236\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u5185\u306b\u5f37\u56fa\u306a\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u7ba1\u7406\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9 <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=\"5838\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30d5\u30a9\u30fc\u30e0\u306f\u81ea\u52d5\u7684\u306b\u8a18\u9332\u3055\u308c\u306a\u304c\u3089\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30c7\u30fc\u30bf\u51e6\u7406\u3001\u304a\u3088\u3073\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u540c\u610f\u3092\u53ce\u96c6\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u540c\u610f\u8981\u7d20<\/th><th>\u8a18\u9332\u3055\u308c\u308b\u3082\u306e<\/th><\/tr><tr><td>\u30c1\u30e3\u30f3\u30cd\u30eb<\/td><td>\u30a6\u30a7\u30d6\u30d5\u30a9\u30fc\u30e0\u3001\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u3001\u6765\u5e97<\/td><\/tr><tr><td>\u65e5\u6642<\/td><td>\u6b63\u78ba\u306a\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7<\/td><\/tr><tr><td>IP\u30a2\u30c9\u30ec\u30b9<\/td><td>\u691c\u8a3c\u306e\u305f\u3081<\/td><\/tr><tr><td>\u540c\u610f\u30d0\u30fc\u30b8\u30e7\u30f3<\/td><td>\u3069\u306e\u6761\u4ef6\u304c\u53d7\u3051\u5165\u308c\u3089\u308c\u305f\u304b<\/td><\/tr><tr><td>\u30d7\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u306e\u66f4\u65b0<\/td><td>\u7d4c\u5e74\u5909\u5316<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u4f53\u306e\u6a29\u5229\u8981\u4ef6\u306b\u76f4\u63a5\u5bfe\u5fdc\u3059\u308b\u3082\u306e\u3067\u3042\u308a\u3001\u4f01\u696d\u306f\u540c\u610f\u304c\u3044\u3064\u3001\u3069\u306e\u3088\u3046\u306b\u5f97\u3089\u308c\u305f\u304b\u3092\u6b63\u78ba\u306b\u8a3c\u660e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-supporting-data-minimization-and-access-requests\">\u30c7\u30fc\u30bf\u306e\u6700\u5c0f\u5316\u3068\u30a2\u30af\u30bb\u30b9\u8981\u6c42\u306e\u30b5\u30dd\u30fc\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u5143\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306f\u3001\u30c7\u30fc\u30bf\u6700\u5c0f\u5316\u306e\u539f\u5247\u3082\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002\u3059\u3079\u3066\u306e\u9867\u5ba2\u95a2\u9023\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7684\u306b\u691c\u7d22\u3057\u3001\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308c\u3070\u3001\u30c7\u30fc\u30bf\u30fb\u30a2\u30af\u30bb\u30b9\u8981\u6c42\u3084\u30c7\u30fc\u30bf\u524a\u9664\u8981\u6c42\u3078\u306e\u5bfe\u5fdc\u304c\u5bb9\u6613\u306b\u306a\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u30c1\u30a7\u30c3\u30af\u3059\u308b\u4ee3\u308f\u308a\u306b\u3001\u5358\u4e00\u306e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u304b\u3089\u3053\u308c\u3089\u306e\u8981\u6c42\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u6d88\u8cbb\u8005\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u304a\u3088\u3073\u4e00\u822c\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5247\u306e\u3082\u3068\u3001\u30c7\u30fc\u30bf\u4e3b\u4f53\u306f\u81ea\u5206\u306e\u500b\u4eba\u30c7\u30fc\u30bf\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u8981\u6c42\u3059\u308b\u6a29\u5229\u3092\u6709\u3057\u3066\u3044\u307e\u3059\u3002\u3088\u304f\u69cb\u6210\u3055\u308c\u305fCRM\u306f\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u8ca0\u62c5\u3067\u306f\u306a\u304f\u3001\u52b9\u7387\u7684\u306b\u3059\u308b\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306f\u307e\u305f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u304c\u30c7\u30fc\u30bf\u30fb\u30a2\u30af\u30bb\u30b9\u3092\u76e3\u8996\u3057\u3001\u6a29\u9650\u306e\u3042\u308b\u62c5\u5f53\u8005\u3060\u3051\u304c\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u95b2\u89a7\u307e\u305f\u306f\u53d6\u308a\u6271\u3048\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automating-kyc-aml-and-suitability-workflows\">KYC\u3001AML\u3001\u9069\u5408\u6027\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b27\u5dde\u9023\u5408\uff08EU\uff09\u306e\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u6307\u4ee4\u3001\u30b9\u30a4\u30b9\u306eAMLA\u3001\u73fe\u5730\u306e\u8a3c\u5238\u6cd5\u306a\u3069\u306e\u898f\u5236\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u304a\u3088\u3073\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u901a\u3058\u3066\u3001\u8a73\u7d30\u306a\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3092\u8981\u6c42\u3057\u3066\u3044\u308b\u3002\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d7\u30ed\u30bb\u30b9\u306f\u975e\u52b9\u7387\u7684\u3067\u3042\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u898f\u5236\u5f53\u5c40\u304c\u7279\u5b9a\u3059\u308b\u30ae\u30e3\u30c3\u30d7\u3092\u751f\u3080\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30a8\u30f3\u30b8\u30f3\u306f\u3001\u5fc5\u9808\u30d5\u30a3\u30fc\u30eb\u30c9\u3068\u691c\u8a3c\u30eb\u30fc\u30eb\u3092\u5099\u3048\u305f\u30b9\u30c6\u30c3\u30d7\u30d0\u30a4\u30b9\u30c6\u30c3\u30d7\u306eKYC\u30d7\u30ed\u30bb\u30b9\u3092\u901a\u3058\u3066\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u30ac\u30a4\u30c9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3078\u306e\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u4e00\u8cab\u6027\u3092\u78ba\u4fdd\u3057\u3001\u30d2\u30e5\u30fc\u30de\u30f3\u30a8\u30e9\u30fc\u3092\u524a\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-automation-capabilities\">\u4e3b\u306a\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306b\u304a\u3051\u308b\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u672c\u4eba\u78ba\u8a8d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30d1\u30b9\u30dd\u30fc\u30c8\u3068\u4f4f\u6240\u8a3c\u660e\u306e\u66f8\u985e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u8981\u4ef6<\/li>\n\n\n\n<li>\u6587\u66f8\u6709\u52b9\u671f\u9650\u306e\u81ea\u52d5\u8ffd\u8de1<\/li>\n\n\n\n<li>\u5916\u90e8\u691c\u8a3c\u30b5\u30fc\u30d3\u30b9\u3068\u306e\u7d71\u5408<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30eb\u30fc\u30eb\u306b\u57fa\u3065\u304f\u5206\u985e\uff08\u4f4e\u30ea\u30b9\u30af\u3001\u4e2d\u30ea\u30b9\u30af\u3001\u9ad8\u30ea\u30b9\u30af\uff09<\/li>\n\n\n\n<li>\u30b9\u30b3\u30a2\u304c\u5909\u52d5\u3057\u305f\u5834\u5408\u306e\u81ea\u52d5\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3<\/li>\n\n\n\n<li>\u63a1\u70b9\u6839\u62e0\u306e\u6587\u66f8\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ea\u30b9\u30af\u30ec\u30d9\u30eb\u306b\u5fdc\u3058\u306612\u30f6\u6708\u300124\u30f6\u6708\u300136\u30f6\u6708\u306e\u9593\u9694\u3067\u7763\u4fc3\u3092\u884c\u3046\u3002<\/li>\n\n\n\n<li>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u6709\u52b9\u671f\u9650\u304c\u5207\u308c\u308b\u3068\u81ea\u52d5\u30a2\u30e9\u30fc\u30c8<\/li>\n\n\n\n<li>\u9867\u5ba2\u304c\u5fdc\u7b54\u3057\u306a\u3044\u5834\u5408\u306e\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30eb\u30fc\u30eb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3092\u4f7f\u7528\u3059\u308b\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30d1\u30b9\u30dd\u30fc\u30c8\u3001\u4f4f\u6240\u8a3c\u660e\u3001FATCA\u304a\u3088\u3073CRS\u306e\u81ea\u5df1\u8a3c\u660e\u66f8\u3092\u53ce\u96c6\u3057\u3001\u30c7\u30b8\u30bf\u30eb\u76e3\u67fb\u8a3c\u8de1\u3092\u4f7f\u7528\u3057\u3066\u627f\u8a8d\u306e\u305f\u3081\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u305d\u308c\u3089\u3092\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5404\u30b9\u30c6\u30c3\u30d7\u306f\u6587\u66f8\u5316\u3055\u308c\u3001\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u304c\u62bc\u3055\u308c\u3001\u9867\u5ba2\u8a18\u9332\u306b\u30ea\u30f3\u30af\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-suitability-and-appropriateness-checks\">\u9069\u5408\u6027\u3068\u9069\u5207\u6027\u306e\u30c1\u30a7\u30c3\u30af<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">MiFID II\u3068\u30b9\u30a4\u30b9\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5\uff08FINSA\uff09\u306e\u4e0b\u3067\u306f\u3001\u4f1a\u793e\u306f\u63a8\u5968\u3059\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u3001\u6587\u66f8\u5316\u3055\u308c\u305f\u5404\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u6295\u8cc7\u30db\u30e9\u30a4\u30be\u30f3\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002CRM\u306e\u30a2\u30f3\u30b1\u30fc\u30c8\u306f\u3001\u3053\u308c\u3089\u306e\u8981\u4ef6\u3092\u76f4\u63a5\u30e2\u30c7\u30eb\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u9069\u5408\u6027\u8a55\u4fa1\u3092\u5b8c\u4e86\u3059\u308b\u3068\u3001CRM\u306f\u4ee5\u4e0b\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3068\u63d0\u6848\u3055\u308c\u305f\u6295\u8cc7\u5148\u3092\u6bd4\u8f03\u3059\u308b<\/li>\n\n\n\n<li>\u30d7\u30ed\u30dd\u30fc\u30b6\u30eb\u9001\u4fe1\u524d\u306b\u30df\u30b9\u30de\u30c3\u30c1\u306e\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b<\/li>\n\n\n\n<li>\u63a8\u5968\u306e\u6839\u62e0\u3092\u6587\u66f8\u5316\u3059\u308b<\/li>\n\n\n\n<li>\u5c06\u6765\u306e\u53c2\u8003\u306e\u305f\u3081\u306b\u3001\u5b8c\u5168\u306a\u8a55\u4fa1\u5c65\u6b74\u3092\u4fdd\u5b58\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u4f01\u696d\u304c\u8a3c\u5238\u898f\u5236\u3092\u78ba\u5b9f\u306b\u9075\u5b88\u3057\u3001\u898f\u5236\u5f53\u5c40\u306e\u691c\u67fb\u306e\u305f\u3081\u306b\u5b8c\u5168\u306a\u8a18\u9332\u3092\u7dad\u6301\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-access-control-and-data-sovereignty\">\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Crm\u306e\u898f\u5236\u9075\u5b88\u306f\u3001\u898f\u5247\u3084\u6587\u66f8\u5316\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u9867\u5ba2\u60c5\u5831\u304c\u3044\u304b\u306b\u5b89\u5168\u306b\u4fdd\u7ba1\u3055\u308c\u3001\u65e5\u3005\u30a2\u30af\u30bb\u30b9\u3055\u308c\u3066\u3044\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3082\u91cd\u8981\u3067\u3042\u308b\u3002\u898f\u5236\u5f53\u5c40\u306f\u3001\u76e3\u7763\u6d3b\u52d5\u306e\u4e00\u74b0\u3068\u3057\u3066\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u3092\u5be9\u67fb\u3059\u308b\u3053\u3068\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u7528\u3057\u3066\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u8b77\u3059\u308b\u3053\u3068\u306f\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u5f37\u56fa\u306a\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30d7\u30ed\u30c8\u30b3\u30eb\u306b\u3088\u3063\u3066\u3001\u6a5f\u5bc6\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u306e\u306f\u8a31\u53ef\u3055\u308c\u305f\u62c5\u5f53\u8005\u306e\u307f\u3067\u3042\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-role-based-access-control\">\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u8b77\u3059\u308b\u306b\u306f\u3001\u53b3\u683c\u306a\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u304c\u5fc5\u8981\u3067\u3059\u3002\u91d1\u878d\u6a5f\u95a2\u5185\u3067\u7570\u306a\u308b\u5f79\u5272\u306b\u306f\u3001\u7570\u306a\u308b\u30ec\u30d9\u30eb\u306e\u30a2\u30af\u30bb\u30b9\u304c\u5fc5\u8981\u3067\u3059\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u5f79\u5272<\/th><th>\u30c7\u30fc\u30bf\u30fb\u30a2\u30af\u30bb\u30b9\u30fb\u30ec\u30d9\u30eb<\/th><\/tr><tr><td>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/td><td>\u81ea\u793e\u9867\u5ba2\u306e\u307f<\/td><\/tr><tr><td>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/td><td>\u6295\u8cc7\u30c7\u30fc\u30bf\u3001\u9650\u5b9a\u7684\u306a\u500b\u4eba\u60c5\u5831<\/td><\/tr><tr><td>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/td><td>\u76e3\u7763\u3078\u306e\u30d5\u30eb\u30a2\u30af\u30bb\u30b9<\/td><\/tr><tr><td>\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9<\/td><td>\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u51e6\u7406\u30c7\u30fc\u30bf<\/td><\/tr><tr><td>\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/td><td>\u96c6\u8a08\u5831\u544a<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306b\u3088\u308a\u3001\u6a29\u9650\u3092\u4e0e\u3048\u3089\u308c\u305f\u30e6\u30fc\u30b6\u30fc\u306e\u307f\u304c\u3001\u5404\u81ea\u306e\u8077\u52d9\u306b\u95a2\u9023\u3059\u308b\u6a5f\u5bc6\u60c5\u5831\u3092\u95b2\u89a7\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u306f\u3001\u4e00\u822c\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5236\u3084\u9280\u884c\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306e\u8981\u4ef6\u306b\u6cbf\u3063\u305f\u3082\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-technical-protections\">\u6280\u8853\u7684\u4fdd\u8b77<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5805\u7262\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4f55\u91cd\u3082\u306e\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u5b9f\u88c5\u3057\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30c7\u30fc\u30bf\u6697\u53f7\u5316<\/strong> \u79fb\u52d5\u4e2d\u304a\u3088\u3073\u9759\u6b62\u4e2d<\/li>\n\n\n\n<li>\u591a\u8981\u7d20\u30aa\u30d7\u30b7\u30e7\u30f3\u306b\u3088\u308b\u5f37\u529b\u306a\u8a8d\u8a3c<\/li>\n\n\n\n<li>IP\u306f\u30aa\u30d5\u30a3\u30b9\u3068\u627f\u8a8d\u3055\u308c\u305f\u5834\u6240\u306e\u30ea\u30b9\u30c8\u30a2\u30c3\u30d7\u3092\u8a31\u53ef\u3059\u308b<\/li>\n\n\n\n<li>\u30c7\u30d0\u30a4\u30b9\u5236\u5fa1\u3068\u30bb\u30c3\u30b7\u30e7\u30f3\u7ba1\u7406<\/li>\n\n\n\n<li>\u5b9a\u671f\u7684\u306a\u4fb5\u5165\u30c6\u30b9\u30c8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u63aa\u7f6e\u306f\u3001\u9069\u5207\u306a\u6280\u8853\u7684\u4fdd\u8b77\u63aa\u7f6e\u306b\u95a2\u3059\u308bGDPR\u7b2c32\u6761\u306e\u8981\u4ef6\u3092\u76f4\u63a5\u7684\u306b\u88cf\u4ed8\u3051\u308b\u3082\u306e\u3067\u3042\u308b\u3002\u4f01\u696d\u306f\u3001\u53d6\u308a\u6271\u3046\u30c7\u30fc\u30bf\u306e\u6a5f\u5bc6\u6027\u306b\u9069\u3057\u305f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u4f7f\u7528\u3057\u3066\u9867\u5ba2\u60c5\u5831\u3092\u4fdd\u8b77\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-sovereignty-for-financial-institutions\">\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u5834\u6240\u306f\u91cd\u8981\u3067\u3042\u308b\u3002\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u60c5\u5831\u304c\u3069\u3053\u306b\u4fdd\u7ba1\u3055\u308c\u3066\u3044\u308b\u304b\u306b\u3088\u3063\u3066\u3001\u3069\u306e\u6cd5\u5f8b\u304c\u9069\u7528\u3055\u308c\u3001\u8ab0\u304c\u305d\u306e\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u304b\u304c\u6c7a\u307e\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u6cd5\u5f8b\u306b\u57fa\u3065\u3044\u3066\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30c7\u30fc\u30bf\u3092\u30bd\u30d6\u30ea\u30f3\u30fb\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306b\u4fdd\u7ba1\u3059\u308b\u3053\u3068\u306b\u62b1\u3044\u3066\u3044\u308b\u61f8\u5ff5\u306b\u5bfe\u5fdc\u3059\u308b\u3082\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6bd4\u8f03\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3068\u4e00\u822c\u7684\u306a\u30d1\u30d6\u30ea\u30c3\u30af\u30fb\u30af\u30e9\u30a6\u30c9\u306e\u6bd4\u8f03<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u8003\u5bdf<\/th><th>\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM<\/th><th>\u6c4e\u7528\u30d1\u30d6\u30ea\u30c3\u30af\u30fb\u30af\u30e9\u30a6\u30c9<\/th><\/tr><tr><td>\u30c7\u30fc\u30bf\u5c45\u4f4f<\/td><td>\u30b9\u30a4\u30b9<\/td><td>\u5404\u5730<\/td><\/tr><tr><td>\u9069\u7528\u6cd5<\/td><td>\u30b9\u30a4\u30b9\u6cd5<\/td><td>\u5916\u56fd\u4eba\u306e\u53ef\u80fd\u6027<\/td><\/tr><tr><td>\u653f\u5e9c\u30a2\u30af\u30bb\u30b9<\/td><td>\u30b9\u30a4\u30b9\u306e\u6cd5\u7684\u624b\u7d9a\u304d\u306e\u307f<\/td><td>\u6d77\u5916\u304b\u3089\u306e\u8981\u8acb<\/td><\/tr><tr><td>\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb<\/td><td>\u30d5\u30eb\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3<\/td><td>\u30d9\u30f3\u30c0\u30fc\u4f9d\u5b58<\/td><\/tr><tr><td>\u9280\u884c\u898f\u5236\u5f53\u5c40\u306e\u53d7\u3051\u5165\u308c<\/td><td>\u4e00\u822c\u7684\u306b\u597d\u307e\u308c\u308b<\/td><td>\u8ffd\u52a0\u306e\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u304c\u5fc5\u8981\u306a\u5834\u5408\u304c\u3042\u308b<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u9867\u5ba2\u304b\u3089\u30bb\u30f3\u30b7\u30c6\u30a3\u30d6\u306a\u9867\u5ba2\u60c5\u5831\u3092\u6271\u3046\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u9055\u3044\u306f\u898f\u5236\u5f53\u5c40\u306b\u53d7\u3051\u5165\u308c\u3089\u308c\u308b\u304b\u3069\u3046\u304b\u306e\u6c7a\u3081\u624b\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-audit-trails-reporting-and-regulator-ready-evidence\">\u76e3\u67fb\u8a3c\u8de1\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u898f\u5236\u5f53\u5c40\u306e\u6e96\u5099\u306e\u6574\u3063\u305f\u8a3c\u62e0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5f53\u5c40\u306f\u3001\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306e\u5909\u66f4\u3001\u30ea\u30b9\u30af\u306e\u66f4\u65b0\u3001\u6295\u8cc7\u306e\u63a8\u5968\u306a\u3069\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u306e\u5168\u5c65\u6b74\u3092\u518d\u73fe\u3059\u308b\u3053\u3068\u3092\u4f01\u696d\u306b\u6c42\u3081\u3066\u3044\u308b\u3002\u5b8c\u5168\u306a\u76e3\u67fb\u30ed\u30b0\u3092\u901a\u3058\u3066\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5b9f\u8a3c\u3059\u308b\u80fd\u529b\u306f\u3001\u4e2d\u6838\u7684\u306a\u8981\u4ef6\u3068\u306a\u3063\u3066\u3044\u308b\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u6d3b\u52d5\u3084\u5909\u66f4\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u7d99\u7d9a\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u304c\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u306e\u305f\u3081\u306b\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u5fc5\u8981\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u306e\u4f5c\u6210\u3068\u63d0\u51fa\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u898f\u5236\u5f53\u5c40\u3078\u306e\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u5408\u7406\u5316\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u6700\u5c0f\u9650\u306e\u624b\u4f5c\u696d\u3067\u3001\u898f\u5236\u5f53\u5c40\u304c\u7528\u610f\u3057\u305f\u8a3c\u62e0\u3092\u8fc5\u901f\u306b\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-immutable-audit-trails\">\u4e0d\u5909\u306e\u76e3\u67fb\u8a3c\u8de1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u3059\u3079\u3066\u306e\u6d3b\u52d5\u306e\u8a73\u7d30\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8ab0\u304c\u3044\u3064\u8a18\u9332\u3092\u898b\u305f\u304b<\/li>\n\n\n\n<li>\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u52a0\u3048\u3089\u308c\u305f\u5909\u66f4<\/li>\n\n\n\n<li>\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u305d\u306e\u7d50\u679c<\/li>\n\n\n\n<li>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3068\u30d0\u30fc\u30b8\u30e7\u30f3\u5c65\u6b74<\/li>\n\n\n\n<li>\u901a\u4fe1\u8a18\u9332\u3068\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u76e3\u67fb\u30ed\u30b0\u306b\u306f\u3001\u6b63\u78ba\u306a\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3001\u30e6\u30fc\u30b6\u30fc\u8b58\u5225\u3001IP\u30a2\u30c9\u30ec\u30b9\u3001\u6642\u306b\u306f\u30c7\u30d0\u30a4\u30b9\u60c5\u5831\u304c\u542b\u307e\u308c\u308b\u3002\u305d\u306e\u76ee\u7684\u306f\u3001\u898f\u5236\u5f53\u5c40\u304c\u4fe1\u983c\u3067\u304d\u308b\u4e0d\u5909\u306e\u8a18\u9332\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardized-reporting\">\u6a19\u6e96\u5316\u3055\u308c\u305f\u5831\u544a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001\u69d8\u3005\u306a\u898f\u5236\u7fa9\u52d9\u306e\u305f\u3081\u306b\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0d\u5be9\u306a\u884c\u52d5\u306e\u76e3\u8996\u30b5\u30de\u30ea\u30fc<\/li>\n\n\n\n<li>\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u6d3b\u52d5\u5831\u544a<\/li>\n\n\n\n<li>\u5b9a\u671f\u7684\u306a\u9069\u5408\u6027\u30ec\u30d3\u30e5\u30fc\u6587\u66f8<\/li>\n\n\n\n<li>\u9867\u5ba2\u5206\u985e\u30b5\u30de\u30ea\u30fc<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u4fdd\u8b77\u5f71\u97ff\u8a55\u4fa1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u8981\u4ef6\u7528\u306b\u69cb\u6210\u3055\u308c\u305fCRM\u306f\u3001\u624b\u4f5c\u696d\u3067\u30b3\u30f3\u30d1\u30a4\u30eb\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u3001\u30aa\u30f3\u30c7\u30de\u30f3\u30c9\u3067\u3053\u308c\u3089\u306e\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-scenario\">\u73fe\u5b9f\u4e16\u754c\u306e\u30b7\u30ca\u30ea\u30aa<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5f53\u5c40\u304c2021\u5e74\u306b\u5165\u793e\u3057\u305f\u653f\u6cbb\u7684\u66b4\u9732\u3092\u53d7\u3051\u305f\u4eba\u7269\u306e\u5b8c\u5168\u306a\u30d5\u30a1\u30a4\u30eb\u3092\u8981\u6c42\u3059\u308b\u30b7\u30ca\u30ea\u30aa\u3092\u8003\u3048\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u9069\u5207\u306b\u8a2d\u5b9a\u3055\u308c\u305fCRM\u3092\u4f7f\u3048\u3070\u3001\u4f1a\u793e\u306f\u6570\u5206\u4ee5\u5185\u306b\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u5b8c\u5168\u306a\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3092\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC\u66f8\u985e\u306e\u539f\u672c<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30a2\u30bb\u30b9\u30e1\u30f3\u30c8\u3068\u305d\u306e\u66f4\u65b0<\/li>\n\n\n\n<li>\u3059\u3079\u3066\u306e\u6295\u8cc7\u63a8\u5968\u3068\u305d\u306e\u6839\u62e0<\/li>\n\n\n\n<li>\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u6b74\u53f2<\/li>\n\n\n\n<li>\u5b9a\u671f\u5be9\u67fb\u8a18\u9332<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5730\u57df\u3084\u30d6\u30c3\u30ad\u30f3\u30b0\u30bb\u30f3\u30bf\u30fc\u3054\u3068\u306b\u30ab\u30b9\u30bf\u30e0\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u9280\u884c\u304cFINMA\u3001CSSF\u3001\u307e\u305f\u306f\u4ed6\u306e\u5730\u57df\u306e\u898f\u5236\u5f53\u5c40\u306e\u7570\u306a\u308b\u5831\u544a\u5f62\u5f0f\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-using-crm-to-coordinate-compliance-across-departments\">CRM\u3092\u6d3b\u7528\u3057\u305f\u90e8\u9580\u6a2a\u65ad\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8abf\u6574<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u5931\u6557\u306f\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u3001\u30df\u30c9\u30eb\u30aa\u30d5\u30a3\u30b9\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u306e\u5404\u30c1\u30fc\u30e0\u9593\u306e\u5f15\u7d99\u304e\u70b9\u3067\u3057\u3070\u3057\u3070\u8d77\u3053\u308b\u3002\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u304c\u8907\u6570\u306e\u90e8\u9580\u306b\u307e\u305f\u304c\u308b\u5834\u5408\u3001\u5404\u30c1\u30fc\u30e0\u304c\u5225\u3005\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u3068\u30ae\u30e3\u30c3\u30d7\u304c\u751f\u3058\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-crm-as-shared-workspace\">\u5171\u6709\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3068\u3057\u3066\u306eCRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \u3092\u9069\u5207\u306b\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9 \u30a4\u30a2\u30f3\u30b9\u30fb\u30a2\u30ca\u30ea\u30b9\u30c8\u3001\u30ea\u30b9\u30af\u30fb\u30c1\u30fc\u30e0\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u90e8\u9580\u304c\u540c\u3058\u9867\u5ba2\u8a18\u9332 \u3092\u5171\u6709\u3059\u308b\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3068\u306a\u308b\u3002\u3053\u308c\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ea\u30b9\u30af\u3092\u751f\u307f\u51fa\u3059\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u306e\u4ea4\u63db\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3082\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u306a\u8abf\u6574\u6a5f\u80fd\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bf\u30b9\u30af\u7ba1\u7406<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u671f\u9650\u3068\u6240\u6709\u8005\u306e\u3042\u308b\u8ab2\u984c<\/li>\n\n\n\n<li>\u95a2\u4fc2\u8005\u306b\u898b\u3048\u308b\u30b9\u30c6\u30fc\u30bf\u30b9\u8ffd\u8de1<\/li>\n\n\n\n<li>\u30bf\u30b9\u30af\u304c\u671f\u9650\u3092\u904e\u304e\u305f\u5834\u5408\u306e\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a2\u30e9\u30fc\u30c8\u3068\u901a\u77e5<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3057\u304d\u3044\u5024\u3092\u8d85\u3048\u308b\u3068\u81ea\u52d5\u30c8\u30ea\u30ac\u30fc<\/li>\n\n\n\n<li>\u304a\u5ba2\u69d8\u306e\u72b6\u6cc1\u304c\u5909\u5316\u3057\u305f\u5834\u5408\u306e\u901a\u77e5<\/li>\n\n\n\n<li>\u5fc5\u8981\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u306e\u30ea\u30de\u30a4\u30f3\u30c0\u30fc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b1\u30fc\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u53d6\u5f15\u304c\u4e00\u5b9a\u306e\u57fa\u6e96\u3092\u8d85\u3048\u305f\u5834\u5408\u3001\u30ec\u30d3\u30e5\u30fc\u6848\u4ef6\u3092\u7acb\u3061\u4e0a\u3052\u308b<\/li>\n\n\n\n<li>\u9867\u5ba2\u304c\u7d0d\u7a0e\u5730\u3092\u5909\u66f4\u3057\u305f\u5834\u5408\u306e\u8ffd\u8de1<\/li>\n\n\n\n<li>\u4fee\u5fa9\u6d3b\u52d5\u306e\u6587\u66f8\u5316<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-multi-booking-center-coordination\">\u30de\u30eb\u30c1\u30fb\u30d6\u30c3\u30ad\u30f3\u30b0\u30fb\u30bb\u30f3\u30bf\u30fc\u30fb\u30b3\u30fc\u30c7\u30a3\u30cd\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8907\u6570\u306e\u7ba1\u8f44\u533a\u57df\u306b\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u3092\u6301\u3064\u9280\u884c\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u5404\u62e0\u70b9\u3067\u306f\u3001\u9867\u5ba2\u306e\u5c45\u4f4f\u5730\u3084\u9280\u884c\u54e1\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30e9\u30a4\u30bb\u30f3\u30b9\u306b\u57fa\u3065\u3044\u3066\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30eb\u30fc\u30eb\u3001\u6295\u8cc7\u63d0\u6848\u306e\u8981\u4ef6\u3001\u6587\u66f8\u5316\u57fa\u6e96\u304c\u7570\u306a\u308b\u5834\u5408\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30eb\u30fc\u30eb\u306e\u8abf\u6574\u3092\u53ef\u80fd\u306b\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u6295\u8cc7\u63d0\u6848\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u6574\u5408\u6027\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u7ba1\u8f44\u6a29\u306b\u57fa\u3065\u3044\u3066\u30bf\u30b9\u30af\u3092\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3057\u3001\u6f5c\u5728\u7684\u306a\u30b3\u30f3\u30d5\u30ea\u30af\u30c8\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u6a5f\u80fd\u6a2a\u65ad\u7684\u306a\u30d3\u30e5\u30fc\u306f\u3001\u91cd\u8907\u3092\u6e1b\u3089\u3057\u3001\u4fee\u5fa9\u3092\u8fc5\u901f\u5316\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u304c\u7d44\u7e54\u5168\u4f53\u306e\u6f5c\u5728\u7684\u306a\u554f\u984c\u3092\u307b\u307c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u628a\u63e1\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-crm-software\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5229\u70b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u5f93\u6765\u306e\u55b6\u696d\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6a5f\u80fd\u306b\u3068\u3069\u307e\u3089\u306a\u3044\u5e45\u5e83\u3044\u30e1\u30ea\u30c3\u30c8\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u9ad8\u5ea6\u306aCRM\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5411\u4e0a\u3055\u305b\u3001\u5168\u4f53\u7684\u306a\u52b9\u7387\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30c1\u30fc\u30e0\u304c\u9867\u5ba2\u60c5\u5831\u306e\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3001\u5bfe\u8a71\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3057\u3001\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u306b\u8fc5\u901f\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u3092\u5bb9\u6613\u306b\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u9867\u5ba2\u7dad\u6301\u7387\u306e\u5411\u4e0a\u3068\u3001\u3088\u308a\u52b9\u679c\u7684\u306a\u8ca9\u58f2\u6226\u7565\u306e\u5b9f\u73fe\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u91cd\u8981\u306a\u306e\u306f\u3001\u6700\u65b0\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c4\u30fc\u30eb\u304c\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u306f\u3001\u540c\u610f\u7ba1\u7406\u306e\u81ea\u52d5\u5316\u3001\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u306e\u76e3\u8996\u3001\u76e3\u67fb\u5bfe\u5fdc\u30ec\u30dd\u30fc\u30c8\u306e\u4f5c\u6210\u3092\u53ef\u80fd\u306b\u3057\u3001\u4f01\u696d\u306f\u5f37\u56fa\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u614b\u52e2\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u6210\u9577\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6700\u7d42\u7684\u306b\u306f\u3001CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3078\u306e\u6295\u8cc7\u306f\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u898f\u5236\u30ea\u30b9\u30af\u304b\u3089\u7d44\u7e54\u3092\u5b88\u308b\u3053\u3068\u306b\u3082\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-compliance-challenges\">\u4e00\u822c\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8ab2\u984c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306f\u3001\u7279\u306b\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u304c\u8907\u96d1\u5316\u3057\u3001\u8981\u6c42\u304c\u53b3\u3057\u304f\u306a\u308b\u306b\u3064\u308c\u3066\u3001\u4f01\u696d\u306b\u3068\u3063\u3066\u72ec\u81ea\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u8ab2\u984c\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u4e3b\u306a\u30cf\u30fc\u30c9\u30eb\u306e1\u3064\u306f\u3001GDPR\u3084CCPA\u306a\u3069\u306e\u898f\u5236\u306b\u5f93\u3063\u3066\u9867\u5ba2\u306e\u540c\u610f\u3092\u7ba1\u7406\u3057\u3001\u540c\u610f\u304c\u9069\u5207\u306b\u8a18\u9332\u3055\u308c\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u66f4\u65b0\u3055\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u6027\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3082\u91cd\u8981\u306a\u8ab2\u984c\u3067\u3042\u308a\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u53e4\u304b\u3063\u305f\u308a\u9593\u9055\u3063\u3066\u3044\u305f\u308a\u3059\u308b\u3068\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ae\u30e3\u30c3\u30d7\u3084\u898f\u5236\u5f53\u5c40\u306e\u76e3\u8996\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u3055\u3089\u306b\u3001\u4f01\u696d\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u3059\u308b\u6587\u66f8\u3092\u5e38\u306b\u6700\u65b0\u3067\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u306a\u72b6\u614b\u306b\u4fdd\u3064\u5fc5\u8981\u304c\u3042\u308b\u304c\u3001\u5927\u91cf\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6271\u3046\u5834\u5408\u306f\u305d\u308c\u304c\u56f0\u96e3\u306a\u5834\u5408\u3082\u3042\u308b\u3002\u30c7\u30fc\u30bf\u6f0f\u6d29\u3084\u30b5\u30a4\u30d0\u30fc\u8105\u5a01\u306e\u30ea\u30b9\u30af\u306f\u5e38\u306b\u5b58\u5728\u3059\u308b\u305f\u3081\u3001\u5f37\u56fa\u306a\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56\u3068\u5b9a\u671f\u7684\u306a\u30c7\u30fc\u30bf\u76e3\u67fb\u306e\u5fc5\u8981\u6027\u304c\u3055\u3089\u306b\u5f37\u8abf\u3055\u308c\u308b\u3002\u3053\u308c\u3089\u306e\u4e00\u822c\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u8ab2\u984c\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30c7\u30fc\u30bf\u306e\u5b89\u5168\u306a\u53d6\u308a\u6271\u3044\u3092\u78ba\u4fdd\u3057\u3001\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3001\u9867\u5ba2\u3068\u8a55\u5224\u306e\u4e21\u65b9\u3092\u4fdd\u8b77\u3059\u308b\u305f\u3081\u306e\u7a4d\u6975\u7684\u306a\u5bfe\u7b56\u3092\u8b1b\u3058\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-compliance\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5236\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u3001\u4f01\u696d\u306f\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u5b89\u5168\u306a\u7ba1\u7406\u306b\u5408\u308f\u305b\u305f\u4e00\u9023\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3092\u63a1\u7528\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002CRM\u306e\u30dd\u30ea\u30b7\u30fc\u3092\u5b9a\u671f\u7684\u306b\u898b\u76f4\u3057\u3001\u66f4\u65b0\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u306e\u53d6\u308a\u6271\u3044\u30d7\u30ed\u30bb\u30b9\u304c\u73fe\u884c\u306e\u6cd5\u5f8b\u3084\u696d\u754c\u6a19\u6e96\u306b\u6cbf\u3063\u305f\u3082\u306e\u3068\u306a\u308a\u307e\u3059\u3002CRM\u30c7\u30fc\u30bf\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u5b9a\u671f\u7684\u306a\u76e3\u67fb\u3092\u5b9f\u65bd\u3059\u308b\u3053\u3068\u3067\u3001\u6f5c\u5728\u7684\u306a\u8106\u5f31\u6027\u3092\u7279\u5b9a\u3057\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u5f93\u696d\u54e1\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001CRM\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u306b\u5f93\u3044\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u57fa\u6e96\u3092\u5b88\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u77e5\u8b58\u3092\u5f93\u696d\u54e1\u306b\u8eab\u306b\u4ed8\u3051\u3055\u305b\u307e\u3059\u3002\u30c7\u30fc\u30bf\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3001\u4fdd\u5b58\u3001\u5171\u6709\u306b\u95a2\u3059\u308b\u660e\u78ba\u306a\u624b\u9806\u3092\u78ba\u7acb\u3059\u308b\u3053\u3068\u3067\u3001\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u3084\u30c7\u30fc\u30bf\u6f0f\u6d29\u306e\u30ea\u30b9\u30af\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u304c\u7d44\u307f\u8fbc\u307e\u308c\u305fCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u898f\u5236\u9075\u5b88\u304c\u3055\u3089\u306b\u5f37\u5316\u3055\u308c\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4fdd\u8b77\u3068\u76e3\u67fb\u6642\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8a3c\u660e\u304c\u5bb9\u6613\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306b\u5f93\u3046\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u3001\u91d1\u92ad\u7684\u306a\u30da\u30ca\u30eb\u30c6\u30a3\u3092\u56de\u907f\u3057\u3001\u9867\u5ba2\u3068\u306e\u6c38\u7d9a\u7684\u306a\u4fe1\u983c\u3092\u7bc9\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-supports-compliance-for-banks-and-wealth-managers\">InvestGlass\u304c\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u304b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3068\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u7279\u306b\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306b\u958b\u767a\u3055\u308c\u307e\u3057\u305f\u3002GDPR\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u3001InvestGlass\u306f\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3001\u540c\u610f\u7ba1\u7406\u3001\u898f\u5236\u9075\u5b88\u306a\u3069\u306eGDPR\u539f\u5247\u3092\u30b3\u30a2\u6a5f\u80fd\u306b\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3002\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u9069\u5fdc\u3057\u305f\u4e00\u822c\u7684\u306aCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u305d\u306e\u30b3\u30a2\u306b\u7d71\u5408\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u3067\u4e00\u304b\u3089\u69cb\u7bc9\u3055\u308c\u307e\u3057\u305f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-modules-for-compliance\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u305f\u3081\u306e\u30b3\u30a2\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u30e2\u30b8\u30e5\u30fc\u30eb<\/th><th>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd<\/th><\/tr><tr><td>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/td><td>\u540c\u610f\u7ba1\u7406\u3092\u4f34\u3046\u69cb\u9020\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u53ce\u96c6<\/td><\/tr><tr><td>KYC\u304a\u3088\u3073AML\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/td><td>\u627f\u8a8d\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u3088\u308b\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u81ea\u52d5\u5316<\/td><\/tr><tr><td>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/td><td>\u9069\u5408\u6027\u30eb\u30fc\u30eb\u3068\u63a8\u5968\u6587\u66f8<\/td><\/tr><tr><td>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/td><td>\u540c\u610f\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u8a2d\u5b9a<\/td><\/tr><tr><td>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/td><td>\u30bb\u30ad\u30e5\u30a2\u306a\u6587\u66f8\u4ea4\u63db\u3068\u30ec\u30dd\u30fc\u30c8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-addressing-regulatory-requirements\">\u898f\u5236\u8981\u4ef6\u3078\u306e\u5bfe\u5fdc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u4e3b\u8981\u306a\u898f\u5236\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0<\/strong>:\u30b9\u30a4\u30b9\u6cd5\u306b\u57fa\u3065\u304d\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u4fdd\u7ba1\u3055\u308c\u305f\u30c7\u30fc\u30bf<\/li>\n\n\n\n<li><strong>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5bfe\u7b56<\/strong>:\u6697\u53f7\u5316\u3001\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u5b9a\u671f\u7684\u306a\u76e3\u67fb\u3067\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3092\u30b5\u30dd\u30fc\u30c8<\/li>\n\n\n\n<li><strong>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3<\/strong>:\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u306e\u8981\u4ef6\u304c\u53b3\u3057\u3044\u6a5f\u95a2\u306e\u305f\u3081\u306e\u30d5\u30eb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb<\/li>\n\n\n\n<li><strong>\u7b2c\u4e09\u8005\u30ea\u30b9\u30af\u7ba1\u7406<\/strong>:\u898f\u5236\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u305f\u3081\u306e\u900f\u660e\u306a\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-practical-examples\">\u5b9f\u8df5\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u308b\u30b9\u30a4\u30b9\u306e\u30d6\u30c6\u30a3\u30c3\u30af\u578b\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306f\u30012022\u5e74\u306b\u30ec\u30ac\u30b7\u30fc\u30fb\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092InvestGlass\u306b\u7f6e\u304d\u63db\u3048\u3001\u9867\u5ba2\u8a18\u9332\u3001\u6295\u8cc7\u6839\u62e0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8\u30921\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3057\u305f\u3002\u540c\u793e\u306f\u3001\u898f\u5236\u5f53\u5c40\u306e\u5be9\u67fb\u306e\u6e96\u5099\u6642\u9593\u3092\u6570\u9031\u9593\u304b\u3089\u6570\u65e5\u306b\u77ed\u7e2e\u3057\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u308b\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u3067\u306f\u73fe\u5728\u3001CRM\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5229\u7528\u3057\u3066\u3001\u4e00\u5b9a\u898f\u6a21\u4ee5\u4e0a\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u6295\u8cc7\u6839\u62e0\u3092\u3059\u3079\u3066\u6587\u66f8\u5316\u3057\u3066\u3044\u308b\u3002\u3059\u3079\u3066\u306e\u63a8\u5968\u4e8b\u9805\u306b\u306f\u3001\u305d\u306e\u7406\u7531\u3001\u30ea\u30b9\u30af\u8003\u616e\u4e8b\u9805\u3001\u9867\u5ba2\u306e\u540c\u610f\u304c\u542b\u307e\u308c\u3001\u5c06\u6765\u53c2\u7167\u3059\u308b\u305f\u3081\u306e\u5b8c\u5168\u306a\u8a18\u9332\u304c\u4f5c\u6210\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u306fInvestGlass\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u8907\u6570\u306e\u30d9\u30f3\u30c0\u30fc\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u9867\u5ba2\u4f53\u9a13\u3068\u898f\u5236\u614b\u52e2\u306e\u4e21\u65b9\u3092\u540c\u6642\u306b\u8fd1\u4ee3\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u95a2\u4fc2\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8\u306b\u95a2\u3059\u308b\u5358\u4e00\u306e\u771f\u5b9f\u306e\u60c5\u5831\u6e90\u3068\u3057\u3066\u6a5f\u80fd\u3059\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"391\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40.png\" alt=\"CRM\u306f\u6cd5\u898f\u5236\u9075\u5b88\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u304b\" class=\"wp-image-49028\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40-300x196.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><figcaption class=\"wp-element-caption\">CRM\u306f\u6cd5\u898f\u5236\u9075\u5b88\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u304b<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-help-with-gdpr-and-the-new-swiss-fadp-in-practice\">GDPR\u3068\u30b9\u30a4\u30b9\u306e\u65b0FADP\u306bCRM\u306f\u5b9f\u969b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3059\u3079\u3066\u306e\u500b\u4eba\u30c7\u30fc\u30bf\u3092\u7279\u5b9a\u3057\u3001\u51e6\u7406\u306e\u5408\u6cd5\u7684\u6839\u62e0\u3092\u628a\u63e1\u3057\u3001\u660e\u793a\u7684\u306a\u9867\u5ba2\u540c\u610f\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u55dc\u597d\u3092\u8a73\u7d30\u306a\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u3068\u3082\u306b\u4fdd\u5b58\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u30c7\u30fc\u30bf\u5bfe\u8c61\u8005\u304c\u30a2\u30af\u30bb\u30b9\u3001\u4fee\u6b63\u3001\u524a\u9664\u306e\u30ea\u30af\u30a8\u30b9\u30c8\u3092\u63d0\u51fa\u3059\u308b\u3068\u3001\u305d\u306e\u30ea\u30af\u30a8\u30b9\u30c8\u306fCRM\u306e\u30b1\u30fc\u30b9\u3068\u3057\u3066\u8a18\u9332\u3055\u308c\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30bf\u30b9\u30af\u3001\u627f\u8a8d\u30b9\u30c6\u30c3\u30d7\u3001\u304a\u3088\u3073\u6700\u7d42\u7684\u306a\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u304c\u53ef\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30c7\u30fc\u30bf\u3092\u30b9\u30a4\u30b9\u306e\u30a4\u30f3\u30d5\u30e9\u306b\u4fdd\u7ba1\u3057\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u8ee2\u9001\u3092\u5236\u9650\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u4e00\u822c\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5247\u30682023\u5e749\u6708\u304b\u3089\u65bd\u884c\u3055\u308c\u308b\u6539\u6b63\u30b9\u30a4\u30b9FADP\u306e\u4e21\u65b9\u3092\u9075\u5b88\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u4f01\u696d\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30c7\u30fc\u30bf\u53ce\u96c6\u304b\u3089\u524a\u9664\u307e\u3067\u306e\u30c7\u30fc\u30bf\u51e6\u7406\u30d7\u30ed\u30bb\u30b9\u3092\u8ffd\u8de1\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-crm-fully-replace-separate-compliance-software\">CRM\u306f\u500b\u5225\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u5b8c\u5168\u306b\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5805\u7262\u306a CRM \u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d5\u30ed\u30fc\u3001\u6587\u66f8\u5316\u3001\u76e3\u67fb\u8a3c\u8de1\u3001\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306e\u76e3\u8996\u306a 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class=\"wp-block-paragraph\">\u4e2d\u5c0f\u4f01\u696d\u306fInvestGlass\u3092\u4f7f\u7528\u3057\u3066CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30921\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3057\u3001\u8907\u6570\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u3084\u8907\u96d1\u306a\u7d71\u5408\u3092\u56de\u907f\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30b3\u30b9\u30c8\u3092\u7ba1\u7406\u3057\u306a\u304c\u3089\u6226\u7565\u7684\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Modern customer relationship management platforms have become essential compliance infrastructure for banks, wealth managers, insurers, and other regulated financial institutions. What was once a sales and marketing tool now serves as the backbone for meeting regulatory requirements across jurisdictions. A well configured CRM centralizes customer data, automates KYC and suitability checks, and produces the audit trails that regulators demand. CRM compliance refers to the set of legal, regulatory, and security requirements that CRM systems must meet to ensure responsible handling of customer data. For firms operating in complex regulatory environments, having the right crm software means the difference between smooth examinations and costly remediation projects. Modern crm systems are now [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49027,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1338,1335,1333,1336,1337],"class_list":["post-48878","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-banking-compliance-software","tag-crm-compliance","tag-crm-for-wealth-management","tag-crm-software-for-banks","tag-financial-services-crm"],"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>How CRM Helps With Regulatory Compliance | InvestGlass<\/title>\n<meta name=\"description\" content=\"Modern customer relationship management platforms have become essential\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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