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class=\"wp-block-paragraph\">CRM\u6a5f\u80fd\u3092\u7d71\u5408\u3057\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u3057\u3001\u4fe1\u983c\u3092\u7bc9\u304d\u3001\u5bcc\u88d5\u5c64\u9867\u5ba2\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u30fb\u30bb\u30fc\u30eb\u30b9\u7528\u306b\u8a2d\u8a08\u3055\u308c\u305f\u5f93\u6765\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u8907\u96d1\u306a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u30e2\u30c7\u30eb\u5316\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30b5\u30fc\u30d3\u30b9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u305d\u3057\u3066\u3001\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3092\u3064\u306a\u3050\u3001\u7279\u5225\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u5fc5\u8981\u3068\u3057\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=\"5854\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u81ea\u52d5\u5316\u3092\u4e00\u3064\u306e\u4e00\u8cab\u3057\u305f\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u7d71\u5408\u3059\u308b\u3002\u3053\u308c\u3053\u305d\u3001\u76ee\u7684\u306b\u5408\u308f\u305b\u3066\u69cb\u7bc9\u3055\u308c\u305fCRM\u304c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3092\u5909\u9769\u3059\u308b\u305f\u3081\u306e\u4e0d\u53ef\u6b20\u306a\u30c4\u30fc\u30eb\u3068\u306a\u308b\u3068\u3053\u308d\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-a-360-degree-view-for-high-net-worth-relationships\">\u5bcc\u88d5\u5c64\u3068\u306e\u95a2\u4fc2\u3092360\u5ea6\u30c7\u30b6\u30a4\u30f3\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u65ad\u7247\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u6a5f\u95a2\u3084\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306b\u771f\u306e\u30ea\u30b9\u30af\u3092\u3082\u305f\u3089\u3059\u3002\u9867\u5ba2\u60c5\u5831\u304c\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3001\u30d0\u30e9\u30d0\u30e9\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u306b\u6563\u5728\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u76ee\u306e\u80a5\u3048\u305f\u9867\u5ba2\u306b\u52b9\u7387\u7684\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u5168\u4f53\u50cf\u3092\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u306a\u3044\u3002\u3055\u3089\u306b\u60aa\u3044\u3053\u3068\u306b\u3001\u898f\u5236\u5f53\u5c40\u306e\u8abf\u67fb\u6642\u306b\u91cd\u8981\u306a\u6587\u66f8\u304c\u898b\u3064\u304b\u3089\u306a\u3044\u5834\u5408\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u30ae\u30e3\u30c3\u30d7\u304c\u751f\u3058\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u4e00\u3055\u308c\u305f CRM \u306f\u3001\u30c1\u30fc\u30e0\u30fb\u30e1\u30f3\u30d0\u30fc\u5168\u54e1\u304c\u540c\u3058\u30da\u30fc\u30b8\u306b\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u3001 \u9867\u5ba2\u3068\u306e\u73fe\u5728\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30b9\u30c6\u30fc\u30bf\u30b9\u306b\u57fa\u3065\u304d\u3001\u4e00\u8cab\u6027\u306e\u3042\u308b\u9069\u5207\u306a\u60c5 \u5831\u3092\u9867\u5ba2\u306b\u63d0\u4f9b\u3057\u307e\u3059\u3002CRM\u5185\u306e\u30c7\u30fc\u30bf\u96c6\u7d04\u306f\u3001\u8907\u6570\u306e\u30bd\u30fc\u30b9\u304b\u3089\u306e\u60c5\u5831\u3092\u5358\u4e00\u306e\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u306a\u30d7 \u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3059\u308b\u305f\u3081\u3001\u5bcc\u88d5\u5c64\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5305\u62ec\u7684\u306b\u628a\u63e1\u3059\u308b\u305f\u3081\u306b \u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-essential-data-elements-for-hnw-client-records\">HNW\u9867\u5ba2\u8a18\u9332\u306b\u4e0d\u53ef\u6b20\u306a\u30c7\u30fc\u30bf\u8981\u7d20<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bcc\u88d5\u5c64\u9867\u5ba2\u306e\u305f\u3081\u306e\u5305\u62ec\u7684\u306aCRM\u306e\u8a18\u9332\u306f\u3001\u30ad\u30e3\u30d7\u30c1\u30e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8eab\u5143\u304a\u3088\u3073\u5c45\u4f4f\u306e\u8a73\u7d30<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30d1\u30b9\u30dd\u30fc\u30c8\u306e\u30b3\u30d4\u30fc\u3068\u56fd\u7c4d<\/li>\n\n\n\n<li>\u73fe\u5728\u306e\u5728\u7559\u8cc7\u683c\u3068\u7d0d\u7a0e\u5730<\/li>\n\n\n\n<li>\u5404\u95a2\u9023\u6cd5\u57df\u306e\u7d0d\u7a0e\u8005\u756a\u53f7<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8ca1\u52d9\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8cc7\u76ee\u7684\u3068\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6<\/li>\n\n\n\n<li>\u5bcc\u306e\u8cc7\u6599\u6e90<\/li>\n\n\n\n<li>\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u3066\u3044\u308b\u4eba\u7269\uff08PEP\uff09\u30b9\u30c6\u30fc\u30bf\u30b9\u30d5\u30e9\u30b0<\/li>\n\n\n\n<li>FATCA\u304a\u3088\u3073CRS\u5831\u544a\u7fa9\u52d9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4eba\u9593\u95a2\u4fc2\u306e\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3042\u3089\u3086\u308b\u30c1\u30e3\u30cd\u30eb\u306b\u304a\u3051\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74<\/li>\n\n\n\n<li>\u9023\u7d61\u983b\u5ea6\u3084\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u597d\u307f\u306b\u95a2\u3059\u308b\u500b\u4eba\u7684\u55dc\u597d<\/li>\n\n\n\n<li>\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u3084\u4eba\u751f\u306e\u5927\u304d\u306a\u5909\u5316\u306e\u4e88\u5b9a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5185\u306e\u5805\u7262\u306a\u6587\u66f8\u7ba1\u7406\u6a5f\u80fd\u306f\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u95a2\u9023\u6587\u66f8\u3092\u5b89\u5168\u306b\u4fdd\u7ba1\u30fb\u6574\u7406\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u91cd\u8981\u60c5\u5831\u3078\u306e\u5bb9\u6613\u306a\u30a2\u30af\u30bb\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-modeling-complex-households-and-structures\">\u8907\u96d1\u306a\u5bb6\u8a08\u3068\u69cb\u9020\u306e\u30e2\u30c7\u30ea\u30f3\u30b0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">HNW\u3068\u306e\u95a2\u4fc2\u306b\u304a\u3044\u3066\u3001\u4e00\u500b\u4eba\u304c\u95a2\u4e0e\u3059\u308b\u3053\u3068\u306f\u7a00\u3067\u3042\u308b\u3002CRM\u306f\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u3092\u30e2\u30c7\u30eb\u5316\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7570\u306a\u308b\u6295\u8cc7\u6226\u7565\u3092\u6301\u3064\u914d\u5076\u8005\u3068\u30d1\u30fc\u30c8\u30ca\u30fc<\/li>\n\n\n\n<li>\u5c06\u6765\u76f8\u7d9a\u4eba\u3068\u306a\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u6210\u4eba\u3057\u305f\u5b50\u4f9b\u3001\u307e\u305f\u306f\u73fe\u5728\u306e\u9867\u5ba2<\/li>\n\n\n\n<li>\u4e16\u4ee3\u3092\u8d85\u3048\u3066\u8cc7\u7523\u3092\u7ba1\u7406\u3059\u308b\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9<\/li>\n\n\n\n<li>\u6301\u682a\u4f1a\u793e\u3001\u4fe1\u8a17\u3001\u6148\u5584\u8ca1\u56e3<\/li>\n\n\n\n<li>\u5916\u90e8\u306e\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304a\u3088\u3073\u4ef2\u4ecb\u696d\u8005<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5185\u306e\u52b9\u679c\u7684\u306a\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u7ba1\u7406\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u5404\u9867\u5ba2\u306b\u30ea\u30f3\u30af\u3055\u308c\u305f\u69d8\u3005\u306a\u4f1a\u793e\u3001\u4fe1\u8a17\u3001\u8ca1\u56e3\u3092\u8ffd\u8de1\u3057\u3001\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u3053\u308c\u3089\u306e\u3064\u306a\u304c\u308a\u3092\u30b0\u30e9\u30d5\u30a3\u30ab\u30eb\u306a\u968e\u5c64\u69cb\u9020\u3067\u8996\u899a\u5316\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3001\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u5168\u54e1\u304c\u7279\u5b9a\u306e\u5bb6\u65cf\u306e\u5168\u4f53\u50cf\u3092\u7406\u89e3\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-consolidated-net-worth-views\">\u9023\u7d50\u7d14\u8cc7\u7523\u30d3\u30e5\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7279\u306bUHNW\u306e\u9867\u5ba2\u306f\u3001\u7d14\u8cc7\u7523\u304c\u5f93\u6765\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u3066\u3044\u308b\u3002\u6700\u65b0\u306eCRM\u306f\u3001\u305d\u308c\u3092\u96c6\u7d04\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8907\u6570\u306e\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u306b\u307e\u305f\u304c\u308b\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<\/li>\n\n\n\n<li>\u4e0d\u52d5\u7523\u8a55\u4fa1\u304a\u3088\u3073\u4fdd\u6709\u4e0d\u52d5\u7523<\/li>\n\n\n\n<li>\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u304a\u3088\u3073\u30d9\u30f3\u30c1\u30e3\u30fc\u6295\u8cc7<\/li>\n\n\n\n<li>\u7f8e\u8853\u54c1\u3001\u53ce\u96c6\u54c1\u3001\u4ee3\u66ff\u8cc7\u7523<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5358\u4e00\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u63d0\u4f9b\u3057\u3001\u7d71\u5408\u3055\u308c\u305f\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u6295\u8cc7\u6c7a\u5b9a\u306b\u95a2\u3059\u308b\u6709\u610f\u7fa9\u306a\u4f1a\u8a71\u306b\u5fc5\u8981\u306a\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u3053\u306e\u7d71\u5408\u3055\u308c\u305f\u30d3\u30e5\u30fc\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u5bcc\u88d5\u5c64\u9867\u5ba2\u306e\u30e6\u30cb\u30fc\u30af\u306a\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u305f\u3001\u3088\u308a\u591a\u304f\u306e\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u8cc7\u7523\u914d\u5206\u306e\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-recording-soft-facts-for-personalization\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u30bd\u30d5\u30c8\u30d5\u30a1\u30af\u30c8\u306e\u8a18\u9332<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ca1\u52d9\u30c7\u30fc\u30bf\u3060\u3051\u3067\u306a\u304f\u3001\u4fa1\u5024\u3042\u308b\u6d1e\u5bdf\u306f\u30bd\u30d5\u30c8\u30d5\u30a1\u30af\u30c8\u306e\u628a\u63e1\u304b\u3089\u751f\u307e\u308c\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8da3\u5473\u3068\u500b\u4eba\u7684\u306a\u8208\u5473<\/li>\n\n\n\n<li>\u6148\u5584\u6d3b\u52d5\u306e\u512a\u5148\u9806\u4f4d\u3068\u5bc4\u4ed8\u306e\u6b74\u53f2<\/li>\n\n\n\n<li>\u5b50\u3084\u5b6b\u306e\u6559\u80b2\u8a08\u753b<\/li>\n\n\n\n<li>\u4e8b\u696d\u58f2\u5374\u3084IPO\u306a\u3069\u306e\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u304c\u4e88\u60f3\u3055\u308c\u308b\u5834\u5408<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u306eIPO\u5f8c\u306b\u65b0\u898f\u4e0a\u5834\u3057\u305f\u5275\u696d\u8005\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u7a81\u7136\u306e\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u3001\u30bf\u30c3\u30af\u30b9\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306e\u30cb\u30fc\u30ba\u3001\u9577\u671f\u7684\u306a\u30ec\u30ac\u30b7\u30fc\u30fb\u30b4\u30fc\u30eb\u306a\u3069\u306e\u8a73\u7d30\u3092\u8a18\u9332\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u304b\u3089\u8cea\u554f\u3055\u308c\u308b\u524d\u306b\u30cb\u30fc\u30ba\u3092\u4e88\u6e2c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30e9\u30a4\u30d5\u30b9\u30bf\u30a4\u30eb\u7ba1\u7406\u6a5f\u80fd\u3092\u5099\u3048\u305fCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u65c5\u884c\u3001\u5bb6\u65cf\u306e\u7bc0\u76ee\u3001\u500b\u4eba\u7684\u306a\u60c5\u71b1\u306a\u3069\u3001\u5bcc\u88d5\u5c64\u9867\u5ba2\u306e\u5e45\u5e83\u3044\u30cb\u30fc\u30ba\u3084\u55dc\u597d\u306b\u5bfe\u5fdc\u3057\u3001\u3088\u308a\u7dcf\u5408\u7684\u3067\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-built-for-high-net-worth-clients\">\u5bcc\u88d5\u5c64\u5411\u3051\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3084\u6b27\u5dde\u9023\u5408\uff08EU\uff09\u306e\u5bcc\u88d5\u5c64\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u306f\u3001\u4f55\u5341\u679a\u3082\u306e\u66f8\u985e\u3001\u53d7\u76ca\u8005\u30c1\u30a7\u30c3\u30af\u3001\u9069\u5408\u6027\u8a55\u4fa1\u304c\u5fc5\u8981\u306b\u306a\u308b\u3002\u304b\u3064\u3066\u306f\u4f55\u9031\u9593\u3082\u304b\u304b\u3063\u3066\u3044\u305f\u3084\u308a\u53d6\u308a\u304c\u3001\u4eca\u3067\u306f\u52b9\u7387\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u4e21\u65b9\u3092\u5c0a\u91cd\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u3063\u3066\u5408\u7406\u5316\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5411\u3051\u306e CRM \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3057\u3001\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3084 KYC \u30d7\u30ed\u30bb\u30b9\u306e\u52b9\u7387\u3092\u6539\u5584\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002\u5805\u7262\u306aCRM\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u901a\u3058\u3066\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-branded-digital-onboarding-forms\">\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d5\u30a9\u30fc\u30e0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u304c\u305d\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3092\u53cd\u6620\u3057\u305f\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5c55\u958b\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30e0\u306f\u7d39\u4ecb\u60c5\u5831\u304b\u3089\u4e8b\u524d\u306b\u5165\u529b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u6700\u521d\u306e\u96fb\u8a71\u304b\u3089\u53e3\u5ea7\u958b\u8a2d\u307e\u3067\u306e\u6642\u9593\u3092\u5287\u7684\u306b\u77ed\u7e2e\u3057\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u5316\u3055\u308c\u305f\u9867\u5ba2\u30a4\u30f3\u30c6\u30fc\u30af\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u306e\u91cd\u8981\u306a\u60c5\u5831\u3084\u66f8\u985e\u306e\u53ce\u96c6\u3092\u5408\u7406\u5316\u3057\u307e\u3059\u3002\u4ee5\u524d\u306f\u4f55\u9031\u9593\u3082\u304b\u304b\u3063\u3066\u3044\u305f\u5b85\u914d\u4fbf\u3084\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u304c\u3001\u4eca\u3067\u306f\u6570\u65e5\u3067\u6e08\u3080\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-kyc-workflows\">\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306aCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9867\u5ba2\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306b\u76f4\u63a5KYC\u3092\u7d44\u307f\u8fbc\u3080\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u7279\u5fb4\u3092\u5099\u3048\u3066\u3044\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9854\u8a8d\u8a3c\u306b\u3088\u308b\u672c\u4eba\u78ba\u8a8d\u66f8\u985e<\/li>\n\n\n\n<li>\u4f4f\u6240\u8a3c\u660e\u66f8\u985e<\/li>\n\n\n\n<li>\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u56fd\u30fb\u5730\u57df\u306e\u7d0d\u7a0e\u8005\u756a\u53f7<\/li>\n\n\n\n<li>FATCA\u304a\u3088\u3073CRS\u30b9\u30c6\u30fc\u30bf\u30b9\u7533\u544a<\/li>\n\n\n\n<li>\u4fe1\u8a17\u304a\u3088\u3073\u4f1a\u793e\u306e\u53d7\u76ca\u6a29\u6240\u6709\u69cb\u9020<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306b\u7d71\u5408\u3055\u308c\u305f\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306fKYC\u30d7\u30ed\u30bb\u30b9\u306e\u4e00\u74b0\u3068\u3057\u3066\u5404\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30ec\u30d9\u30eb\u3092\u8a55\u4fa1\u3057\u3001\u6587\u66f8\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u66f8\u985e\u306e\u53ce\u96c6\u3084\u78ba\u8a8d\u306a\u3069\u306e\u53cd\u5fa9\u4f5c\u696d\u3092\u306a\u304f\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3088\u308a\u4fa1\u5024\u306e\u9ad8\u3044\u6d3b\u52d5\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-risk-based-due-diligence\">\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u9867\u5ba2\u304c\u540c\u3058\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u793a\u3059\u308f\u3051\u3067\u306f\u306a\u3044\u3002CRM\u306f\u3001\u8907\u6570\u306e\u57fa\u6e96\u306b\u57fa\u3065\u3044\u3066\u3001\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u5f37\u5316\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u56fd\u30fb\u5730\u57df\u306e\u9867\u5ba2<\/li>\n\n\n\n<li>\u653f\u6cbb\u5bb6\u3068\u3057\u3066\u306e\u5730\u4f4d<\/li>\n\n\n\n<li>\u5b9f\u8cea\u7684\u6240\u6709\u8005\u304c\u4e0d\u660e\u78ba\u306a\u8907\u96d1\u306a\u4f01\u696d\u69cb\u9020<\/li>\n\n\n\n<li>\u8ffd\u52a0\u691c\u8a3c\u304c\u5fc5\u8981\u306a\u5bcc\u306e\u6e90\u6cc9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5185\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u306f\u3001\u9867\u5ba2\u306e\u884c\u52d5\u3092\u7d99\u7d9a\u7684\u306b\u8ffd\u8de1\u3057\u3001\u7591\u308f\u3057\u3044\u884c\u52d5\u306b\u306f\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u3066\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3067\u3001\u9ad8\u30ea\u30b9\u30af\u9867\u5ba2\u306e\u898f\u5236\u8981\u4ef6\u306e\u7d99\u7d9a\u7684\u306a\u9075\u5b88\u3092\u652f\u63f4\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrated-compliance-checks\">\u7d71\u5408\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306eCRM\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3068\u76f4\u63a5\u7d71\u5408\u3057\u307e\u3059\u3002InvestGlass\u306f\u7d44\u307f\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\u5e74\u5236\u88c1\u30ea\u30b9\u30c8\u3068\u66f4\u65b0\u3055\u308c\u305f\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3068\u306e\u7167\u5408<\/li>\n\n\n\n<li>\u30ec\u30d4\u30e5\u30c6\u30fc\u30b7\u30e7\u30f3\u30fb\u30ea\u30b9\u30af\u306b\u95a2\u3059\u308b\u4e0d\u5229\u306a\u30e1\u30c7\u30a3\u30a2\u306e\u691c\u7d22\uff08\u4e0d\u5229\u306a\u30e1\u30c7\u30a3\u30a2\u306e\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\uff09<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u8a55\u4fa1\u306b\u5fdc\u3058\u3066\u30011\u5e74\u30013\u5e74\u30015\u5e74\u3054\u3068\u306bKYC\u3092\u5b9a\u671f\u7684\u306b\u66f4\u65b0\u3059\u308b\u30b5\u30a4\u30af\u30eb<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u72b6\u6cc1\u304c\u5909\u5316\u3057\u305f\u5834\u5408\u3001\u81ea\u52d5\u30a2\u30e9\u30fc\u30c8<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u5bcc\u88d5\u5c64\u9867\u5ba2\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u5b58\u5728\u3059\u308b\u304b\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u30b9\u30a4\u30b9\u3067\u306eInvestGlass\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u3082\u53ef\u80fd\u3067\u3001\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3084\u72ec\u7acb\u7cfb\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306e\u53b3\u3057\u3044\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306b\u5bfe\u3059\u308b\u3053\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306f\u3001\u4e3b\u306b\u7c73\u56fd\u30d9\u30fc\u30b9\u306e\u30a4\u30f3\u30d5\u30e9\u306b\u4f9d\u5b58\u3059\u308b\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u30fb\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b5\u30fc\u30d3\u30b9\u30fb\u30af\u30e9\u30a6\u30c9\u306e\u3088\u3046\u306a\u7af6\u5408\u4ed6\u793e\u3068InvestGlass\u3092\u533a\u5225\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575-1024x585.webp\" alt=\"CRM\u3067\u5bcc\u88d5\u5c64\u3092\u7ba1\u7406\u3059\u308b\u65b9\u6cd5\" class=\"wp-image-48911\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575-1024x585.webp 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575-300x171.webp 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575-768x439.webp 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575-18x10.webp 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575.webp 1344w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">CRM\u3067\u5bcc\u88d5\u5c64\u3092\u7ba1\u7406\u3059\u308b\u65b9\u6cd5<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-personalizing-service-at-scale-with-crm-and-ai\">CRM\u3068AI\u3067\u5927\u898f\u6a21\u30b5\u30fc\u30d3\u30b9\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">HNW\u306e\u9867\u5ba2\u306f\u3001\u5f93\u6765UHNW\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306b\u3057\u304b\u63d0\u4f9b\u3055\u308c\u306a\u304b\u3063\u305f\u30ec\u30d9\u30eb\u306e\u500b\u5225\u5bfe\u5fdc\u7d4c\u9a13\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u3057\u304b\u3057\u3001\u591a\u304f\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u540c\u6642\u306b200\u4ee5\u4e0a\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u3057\u3066\u3044\u308b\u3002. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e5%8c%96%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u4eba\u5de5\u77e5\u80fd\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5853\">\u4eba\u5de5\u77e5\u80fd<\/a> \u3068\u30b9\u30de\u30fc\u30c8CRM\u6a5f\u80fd\u306f\u3053\u306e\u30ae\u30e3\u30c3\u30d7\u3092\u57cb\u3081\u308b\u3082\u306e\u3067\u3059\u3002CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306e\u4e88\u6e2c\u5206\u6790\u306f\u3001\u9867\u5ba2\u306e\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u3092\u660e\u3089\u304b\u306b\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30cb\u30fc\u30ba\u3092\u4e88\u6e2c\u3057\u3001\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u6a5f\u80fd\u306b\u3088\u308a\u3001\u3059\u3079\u3066\u306e\u5bfe\u8a71\u304c\u3088\u308a\u9069\u5207\u3067\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u3082\u306e\u3068\u306a\u308a\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u3092\u6d3b\u7528\u3057\u305fCRM\u30c4\u30fc\u30eb\u306f\u3001\u30eb\u30fc\u30c6\u30a3\u30f3\u30ef\u30fc\u30af\u3092\u81ea\u52d5\u5316\u3057\u3001\u95a2\u9023\u3059\u308b\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u9855\u5728\u5316\u3055\u305b\u3001\u5404\u9867\u5ba2\u306e\u30e6\u30cb\u30fc\u30af\u306a\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u57fa\u3065\u3044\u3066\u6b21\u5584\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u63a8\u5968\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5148\u9032\u7684\u306aCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001AI\u3092\u4f7f\u3063\u3066\u9867\u5ba2\u306e\u55dc\u597d\u3084\u5e02\u5834\u306e\u52d5\u304d\u306e\u50be\u5411\u3092\u4e88\u6e2c\u3057\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u3084\u6295\u8cc7\u6226\u7565\u3092\u6d17\u7df4\u3055\u305b\u308b\u306e\u306b\u3082\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-personalization-means-in-practice\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306e\u5b9f\u969b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306f\u3001E\u30e1\u30fc\u30eb\u306b\u9867\u5ba2\u306e\u30d5\u30a1\u30fc\u30b9\u30c8\u30cd\u30fc\u30e0\u3092\u4f7f\u7528\u3059\u308b\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3053\u308c\u306b\u306f\u4ee5\u4e0b\u304c\u542b\u307e\u308c\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8a95\u751f\u65e5\u304a\u3088\u3073\u8a18\u5ff5\u65e5\u306e\u8b1d\u8f9e<\/li>\n\n\n\n<li>\u7279\u5b9a\u306e\u4fdd\u6709\u9298\u67c4\u306b\u5408\u308f\u305b\u305f\u30de\u30fc\u30b1\u30c3\u30c8\u89e3\u8aac<\/li>\n\n\n\n<li>2026\u5e74\u306b\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b\u4e8b\u696d\u58f2\u5374\u306a\u3069\u3001\u6765\u308b\u3079\u304d\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u306b\u6cbf\u3063\u305f\u63d0\u6848<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u304c\u660e\u793a\u3055\u308c\u305f\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3092\u8d85\u3048\u305f\u5834\u5408\u306e\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u30fb\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1<\/li>\n\n\n\n<li>\u53c2\u52a0\u8005\u306e\u95a2\u5fc3\u306b\u5408\u3063\u305f\u30a4\u30d9\u30f3\u30c8\u3078\u306e\u62db\u5f85<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u5bfe\u5fdc\u306f\u3001\u30b5\u30fc\u30d3\u30b9\u306e\u5dee\u5225\u5316\u3092\u5b9f\u73fe\u3057\u3001\u7af6\u4e89\u306e\u6fc0\u3057\u3044\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u5e02\u5834\u3067\u969b\u7acb\u3064\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-segmentation-for-targeted-outreach\">\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u306e\u305f\u3081\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u30bf\u30b0\u3068\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u3063\u3066\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u3092\u30b0\u30eb\u30fc\u30d7\u5206\u3051\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8cc7\u53ef\u80fd\u8cc7\u7523\u3068\u7d14\u8cc7\u7523\u306e\u968e\u5c64<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u9078\u597d\u5ea6\u3068\u6295\u8cc7\u54f2\u5b66<\/li>\n\n\n\n<li>\u4e16\u4ee3\u5225\u30b3\u30fc\u30db\u30fc\u30c8\uff08\u65b0\u8208\u5bcc\u88d5\u5c64\u3068\u5b9a\u5e74\u9000\u8077\u8005\uff09<\/li>\n\n\n\n<li>\u5c45\u4f4f\u56fd\u3068\u9069\u7528\u3055\u308c\u308b\u898f\u5247<\/li>\n\n\n\n<li>\u6301\u7d9a\u53ef\u80fd\u306a\u6295\u8cc7\u3084\u30cf\u30a4\u30c6\u30af\u30bb\u30af\u30bf\u30fc\u3078\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u306a\u3069\u3001\u30c6\u30fc\u30de\u5225\u306e\u95a2\u5fc3<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u4e00\u822c\u7684\u306a\u30de\u30b9\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u306a\u304f\u3001\u5fc3\u306b\u97ff\u304f\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u57fa\u3065\u304f\u52b9\u679c\u7684\u306a\u9867\u5ba2\u30bf\u30fc\u30b2\u30c6\u30a3\u30f3\u30b0\u306b\u3088\u308a\u3001\u5404\u9867\u5ba2\u30b0\u30eb\u30fc\u30d7\u306b\u3068\u3063\u3066\u95a2\u9023\u6027\u304c\u9ad8\u304f\u3001\u30a4\u30f3\u30d1\u30af\u30c8\u306e\u3042\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-powered-next-best-actions\">AI\u3092\u6d3b\u7528\u3057\u305f\u30cd\u30af\u30b9\u30c8\u30fb\u30d9\u30b9\u30c8\u30fb\u30a2\u30af\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001CRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4fdd\u6709\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3057\u3001\u6b21\u5584\u306e\u7b56\u3092\u63d0\u6848\u3059\u308bAI\u6a5f\u80fd\u3092\u7d44\u307f\u8fbc\u3093\u3067\u3044\u308b\u3002\u30b7\u30b9\u30c6\u30e0\u306f\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u304b\u3082\u3057\u308c\u306a\u3044\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u304c\u5b9a\u7fa9\u3055\u308c\u305f\u3057\u304d\u3044\u5024\u3092\u8d85\u3048\u305f\u5834\u5408\u3001\u898b\u76f4\u3057\u3092\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3059\u308b<\/li>\n\n\n\n<li>\u73fe\u91d1\u6b8b\u9ad8\u304c\u6307\u5b9a\u91d1\u984d\u4ee5\u4e0a\u306b\u306a\u3063\u305f\u3089\u9023\u7d61\u3059\u308b<\/li>\n\n\n\n<li>\u4eba\u751f\u306e\u5927\u304d\u306a\u7bc0\u76ee\u3092\u8fce\u3048\u308b\u9867\u5ba2\u3068\u9023\u7d61\u3092\u53d6\u308b<\/li>\n\n\n\n<li>\u95a2\u4fc2\u6d88\u6ec5\u30ea\u30b9\u30af\u306e\u5146\u5019\u3092\u793a\u3059\u95a2\u4fc2\u3092\u512a\u5148\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3046\u3057\u305f\u7a4d\u6975\u7684\u306a\u884c\u52d5\u306f\u3001\u9867\u5ba2\u304c\u9000\u8077\u3092\u691c\u8a0e\u3059\u308b\u524d\u306b\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306e\u7dad\u6301\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-campaign-examples\">\u81ea\u52d5\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u95a2\u4fc2\u8005\u306f\u3001CRM\u30c7\u30fc\u30bf\u304b\u3089\u76f4\u63a5\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2020\u5e74\u4ee5\u964d\u306b\u4f1a\u793e\u3092\u58f2\u5374\u3057\u305f\u8d77\u696d\u5bb6\u306e\u305f\u3081\u306e\u5b63\u520a\u30ec\u30bf\u30fc\u30b7\u30ea\u30fc\u30ba<\/li>\n\n\n\n<li>\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u3068\u30ed\u30f3\u30c9\u30f3\u306e\u9593\u306b\u304a\u4f4f\u307e\u3044\u306e\u304a\u5ba2\u69d8\u306e\u305f\u3081\u306e2026\u5e74\u30bf\u30c3\u30af\u30b9\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30b7\u30fc\u30af\u30a8\u30f3\u30b9<\/li>\n\n\n\n<li>\u30bb\u30af\u30bf\u30fc\u56fa\u6709\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306b\u3088\u3063\u3066\u5f15\u304d\u8d77\u3053\u3055\u308c\u308b\u5e02\u5834\u306e\u66f4\u65b0\u30b7\u30fc\u30b1\u30f3\u30b9<\/li>\n\n\n\n<li>\u30b5\u30b9\u30c6\u30a4\u30ca\u30d6\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u95a2\u5fc3\u3092\u793a\u3059\u65b0\u898f\u30ea\u30fc\u30c9\u5411\u3051\u306e\u6559\u80b2\u30b3\u30f3\u30c6\u30f3\u30c4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u3053\u3046\u3057\u305f\u30bf\u30fc\u30b2\u30c3\u30c8\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u52b9\u7387\u7684\u306b\u5927\u898f\u6a21\u306b\u5b9f\u65bd\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-application\">\u5b9f\u4e16\u754c\u3067\u306e\u5fdc\u7528<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7a81\u7136\u306e\u5e02\u5834\u8abf\u6574\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002200\u306e\u9867\u5ba2\u30d5\u30a1\u30a4\u30eb\u3092\u624b\u4f5c\u696d\u3067\u78ba\u8a8d\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001AI\u30d7\u30ed\u30f3\u30d7\u30c8\u304c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3001\u6700\u8fd1\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3001\u9867\u5ba2\u306e\u4e0d\u5b89\u6307\u6a19\u306b\u57fa\u3065\u3044\u3066\u3001\u6700\u3082\u91cd\u8981\u306a10\u4ef6\u306e\u96fb\u8a71\u3092\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u3059\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u9867\u5ba2\u304c\u5b89\u5fc3\u611f\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3068\u304d\u306b\u3001\u500b\u5225\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5185\u306e\u9867\u5ba2\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u30c4\u30fc\u30eb\u306f\u3001\u91cd\u8981\u306a\u6642\u671f\u306b\u6700\u3082\u5fc5\u8981\u3068\u3059\u308b\u9867\u5ba2\u306b\u6642\u9593\u3068\u30ea\u30bd\u30fc\u30b9\u3092\u5272\u308a\u5f53\u3066\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-building-proactive-reviews-and-lifecycle-management\">\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u30fb\u30ec\u30d3\u30e5\u30fc\u3068\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u69cb\u7bc9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">HNW\u3068\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306f\u3001\u6570\u5341\u5e74\u3001\u6570\u4e16\u4ee3\u306b\u53ca\u3076\u3053\u3068\u3082\u5c11\u306a\u304f\u3042\u308a\u307e\u305b\u3093\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u30b5\u30af\u30bb\u30c3\u30b7\u30e7\u30f3\u30fb\u30d7\u30e9\u30cb\u30f3\u30b0\u307e\u3067\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u5404\u30b9\u30c6\u30fc\u30b8\u304c\u52b9\u7387\u7684\u304b\u3064\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306b\u7ba1\u7406\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u9577\u671f\u7684\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3092\u7ba1\u7406\u3059\u308b\u306b\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u8a18\u61b6\u3060\u3051\u306b\u983c\u308b\u306e\u3067\u306f\u306a\u304f\u3001CRM\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u652f\u3048\u3089\u308c\u305f\u4f53\u7cfb\u7684\u306a\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configuring-review-workflows\">\u30ec\u30d3\u30e5\u30fc\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u8a2d\u5b9a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u5e74\u6b21\u304a\u3088\u3073\u534a\u671f\u3054\u3068\u306e\u30ec\u30d3\u30e5\u30fc\u30d7\u30ed\u30bb\u30b9\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3054\u3068\u306b\u6a19\u6e96\u5316\u3055\u308c\u305f\u30bf\u30b9\u30af\u30b7\u30fc\u30b1\u30f3\u30b9<\/li>\n\n\n\n<li>\u898f\u5236\u306e\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u306b\u57fa\u3065\u3044\u3066\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u8981\u4ef6\u3092\u6587\u66f8\u5316\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u8d77\u696d\u5bb6\u5411\u3051\u3001\u9000\u8077\u8005\u5411\u3051\u3001\u76f8\u7d9a\u8005\u5411\u3051\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30b8\u30a7\u30f3\u30c0\u30fb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8<\/li>\n\n\n\n<li>\u4ea4\u969b\u8a18\u5ff5\u65e5\u306b\u57fa\u3065\u304f\u81ea\u52d5\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u8cab\u3057\u305f\u30ec\u30d3\u30e5\u30fc\u30fb\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u78ba\u7acb\u3059\u308b\u3053\u3068\u3067\u3001\u3059\u3079\u3066\u306e\u5bcc\u88d5\u5c64\u9867\u5ba2\u304c\u30bf\u30a4\u30e0\u30ea\u30fc\u304b\u3064\u5fb9\u5e95\u3057\u305f\u6ce8\u610f\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-tracking-key-dates-and-triggers\">\u91cd\u8981\u306a\u65e5\u4ed8\u3068\u30c8\u30ea\u30ac\u30fc\u306e\u8ffd\u8de1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u91cd\u8981\u306a\u65e5\u4ed8\u306e\u7d44\u7e54\u7684\u8a18\u61b6\u3068\u306a\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b9\u30c8\u30c3\u30af\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u306e\u6a29\u5229\u78ba\u5b9a\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\uff08\u4f8b\u3048\u3070\u30012027\u5e74\u306b\u6e80\u671f\u3092\u8fce\u3048\u308b\u91cd\u8981\u306a\u4ed8\u4e0e\u306a\u3069\uff09<\/li>\n\n\n\n<li>\u4e8b\u696d\u58f2\u5374\u307e\u305f\u306f\u4e8b\u696d\u627f\u7d99\u306e\u4e88\u5b9a\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb<\/li>\n\n\n\n<li>\u76f8\u7d9a\u30a4\u30d9\u30f3\u30c8\u307e\u305f\u306f\u4fe1\u8a17\u5206\u914d\u65e5<\/li>\n\n\n\n<li>\u9069\u5408\u6027\u5be9\u67fb\u306e\u898f\u5236\u671f\u9650<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automating-compliance-reminders\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306e\u81ea\u52d5\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u306b\u3088\u3063\u3066\u3001\u4f55\u3082\u6f0f\u308c\u308b\u3053\u3068\u306f\u306a\u3044\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8cc7\u65b9\u91dd\u66f8\u306e\u66f4\u65b0<\/li>\n\n\n\n<li>\u4eba\u751f\u306e\u91cd\u8981\u306a\u5909\u66f4\u306b\u4f34\u3046\u9069\u5408\u6027\u8abf\u67fb\u7968\u306e\u66f4\u65b0<\/li>\n\n\n\n<li>\u91cd\u8981\u306a\u5e02\u5834\u30a4\u30d9\u30f3\u30c8\u5f8c\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306e\u518d\u8a55\u4fa1<\/li>\n\n\n\n<li>\u30ab\u30ec\u30f3\u30c0\u30fc\u306e\u65e5\u4ed8\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5909\u66f4\u306e\u4e21\u65b9\u306b\u9023\u52d5\u3057\u305f\u30ec\u30d3\u30e5\u30fc\u306e\u7fa9\u52d9\u4ed8\u3051<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306b\u3001CRM\u306b\u3088\u3063\u3066\u751f\u6210\u3055\u308c\u308b\u898f\u5236\u30a2\u30e9\u30fc\u30c8\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u671f\u9650\u3084\u8981\u4ef6\u3092\u5148\u53d6\u308a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-a-multi-step-lifecycle-illustration\">\u591a\u6bb5\u968e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u56f3\u89e3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4eba\u306e\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u9577\u671f\u306b\u308f\u305f\u3063\u3066\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3092\u691c\u8a0e\u3059\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e74\u76ee\uff1a<\/strong> <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=\"5852\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a>, KYC\u306e\u5b8c\u4e86\u3001\u521d\u671f\u6295\u8cc7\u65b9\u91dd\u306e\u78ba\u7acb<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e74\u76ee\uff1a<\/strong> \u4e0d\u52d5\u7523\u53d6\u5f97\u306e\u305f\u3081\u306e\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u6c42\u3081\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u305f\u3081\u306b\u3001\u30af\u30ec\u30b8\u30c3\u30c8\u30e9\u30a4\u30f3\u306b\u3064\u3044\u3066\u8b70\u8ad6\u3059\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>7\u5e74\u76ee\u3060\uff1a<\/strong> \u5bcc\u306e\u84c4\u7a4d\u306b\u4f34\u3046\u30d5\u30a3\u30e9\u30f3\u30bd\u30ed\u30d4\u30fc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30b5\u30fc\u30d3\u30b9\u306e\u7d39\u4ecb<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>12\u5e74\u76ee<\/strong> \u6210\u4eba\u3057\u305f\u5b50\u4f9b\u305f\u3061\u304c\u9867\u5ba2\u3068\u306a\u308a\u3001\u4e16\u4ee3\u4ea4\u4ee3\u304c\u91cd\u8981\u306a\u8003\u616e\u4e8b\u9805\u3068\u306a\u308b\u4e2d\u3001\u6b21\u4e16\u4ee3\u304c\u95a2\u4e0e\u3059\u308b<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>15\u5e74\u76ee<\/strong> \u5186\u6ed1\u306a\u8ca1\u7523\u627f\u7d99\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306e\u5f8c\u7d99\u8005\u8a08\u753b\u3001\u4fe1\u8a17\u518d\u7de8\u3001\u4e16\u4ee3\u4ea4\u4ee3\u3078\u306e\u5bfe\u5fdc<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u306f\u5bb6\u8a08\u7c3f\u3068\u7167\u5408\u3057\u3066\u8a18\u9332\u3055\u308c\u3001\u5185\u90e8\u76e3\u67fb\u3068FINMA\u306e\u3088\u3046\u306a\u5916\u90e8\u898f\u5236\u5f53\u5c40\u306e\u4e21\u65b9\u306b\u4e00\u8cab\u3057\u305f\u30b1\u30a2\u306e\u8a3c\u62e0\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-compliance-risk-and-data-sovereignty-inside-the-crm\">CRM\u5185\u90e8\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u306f\u3001\u81ea\u5206\u305f\u3061\u306e\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u3001\u3069\u306e\u3088\u3046\u306b\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u304b\u306b\u3064\u3044\u3066\u3001\u307e\u3059\u307e\u3059\u8a73\u7d30\u306a\u8cea\u554f\u3092\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u3002\u30b9\u30a4\u30b9\u3001\u30eb\u30af\u30bb\u30f3\u30d6\u30eb\u30af\u3001\u30e2\u30ca\u30b3\u3092\u62e0\u70b9\u3068\u3059\u308b\u9867\u5ba2\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u3088\u3046\u306a\u61f8\u5ff5\u306f\u307e\u3059\u307e\u3059\u5f37\u304f\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306b\u304a\u3051\u308b\u5f37\u529b\u306a\u30c7\u30fc\u30bf\u30ac\u30d0\u30ca\u30f3\u30b9\u306e\u5b9f\u8df5\u306b\u3088\u308a\u3001\u9867\u5ba2\u60c5\u5831\u306f\u898f\u5236\u8981\u4ef6\u306b\u5f93\u3063\u3066\u5b89\u5168\u306b\u7ba1\u7406\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-explained\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306b\u3064\u3044\u3066<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u6cd5\u5f8b\u306b\u5f93\u3063\u3066\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u30c7\u30fc\u30bf\u3092\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3057\u3001\u9867\u5ba2\u3068\u898f\u5236\u5f53\u5c40\u304c\u4fe1\u983c\u3059\u308b\u4fdd\u8b77\u30ec\u30d9\u30eb\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u7279\u306b\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u6a5f\u95a2\u5411\u3051\u306b\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u307e\u305f\u306f\u5b8c\u5168\u306a\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u60c5\u5831\u304c\u5b9a\u7fa9\u3055\u308c\u305f\u5730\u7406\u7684\u5883\u754c\u3092\u96e2\u308c\u308b\u3053\u3068\u304c\u306a\u3044\u3088\u3046\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u5c55\u958b\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001\u3059\u3079\u3066\u306e\u6a5f\u5bc6\u30c7\u30fc\u30bf\u3092\u5fc5\u8981\u306a\u7ba1\u8f44\u533a\u57df\u5185\u306b\u4fdd\u6301\u3059\u308b\u3053\u3068\u3067\u3001\u6a5f\u95a2\u304c\u30c7\u30fc\u30bf\u306e\u30ed\u30fc\u30ab\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u8981\u4ef6\u306b\u6e96\u62e0\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-comprehensive-audit-trails\">\u5305\u62ec\u7684\u306a\u76e3\u67fb\u8a3c\u8de1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5185\u306e\u3059\u3079\u3066\u306e\u5909\u66f4\u306f\u3001\u6c38\u4e45\u7684\u306a\u8a18\u9332\u3092\u4f5c\u6210\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u30e6\u30fc\u30b6\u30fc\u5c5e\u6027\u306b\u3088\u308b\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u5909\u66f4<\/li>\n\n\n\n<li>\u59d4\u4efb\u8abf\u6574\u3068\u627f\u8a8d\u30c1\u30a7\u30fc\u30f3<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u306e\u5909\u66f4\u3068\u305d\u306e\u6b63\u5f53\u6027<\/li>\n\n\n\n<li>\u9069\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u56de\u7b54\u3068\u66f4\u65b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u76e3\u67fb\u8a3c\u8de1\u306f\u3001FINMA\u3084CSSF\u306e\u5be9\u67fb\u306b\u304a\u3044\u3066\u975e\u5e38\u306b\u8cb4\u91cd\u3067\u3042\u308a\u3001\u4e00\u8cab\u3057\u305f\u898f\u5236\u9075\u5b88\u3092\u8a3c\u660e\u3059\u308b\u3002CRM\u306b\u8a73\u7d30\u306a\u8a18\u9332\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3067\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306f\u7d99\u7d9a\u7684\u306a\u76e3\u67fb\u306b\u5099\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configurable-compliance-workflows\">\u8a2d\u5b9a\u53ef\u80fd\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u306f\u5f37\u56fa\u306a\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u8981\u6c42\u3057\u307e\u3059\u3002InvestGlass\u306f\u305d\u308c\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6307\u5b9a\u3055\u308c\u305f\u95be\u5024\uff08\u4f8b\u3048\u3070\u3001\u8cc7\u75231,000\u4e07\u5186\uff09\u3092\u8d85\u3048\u308b\u95a2\u4fc2\u306b\u3064\u3044\u3066\u306f\u30014\u3064\u306e\u76ee\u306b\u3088\u308b\u5be9\u67fb\u304c\u5fc5\u8981\u3068\u306a\u308b\u3002<\/li>\n\n\n\n<li>\u7279\u5b9a\u306e\u30ea\u30b9\u30af\u30fb\u30d5\u30e9\u30b0\u3092\u6301\u3064\u9867\u5ba2\u306b\u5bfe\u3059\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30b5\u30a4\u30f3\u30aa\u30d5\u306e\u7fa9\u52d9\u5316<\/li>\n\n\n\n<li>PEP\u95a2\u4fc2\u306e\u81ea\u52d5\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30d1\u30b9\uff08\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\uff09<\/li>\n\n\n\n<li>\u5b8c\u4e86\u3059\u308b\u307e\u3067\u9032\u6357\u3092\u59a8\u3052\u308b\u6587\u66f8\u4f5c\u6210\u8981\u4ef6<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integration-with-monitoring-systems\">\u76e3\u8996\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30c7\u30fc\u30bf\u306f\u3001\u53d6\u5f15\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u3068\u9023\u643a\u3057\u3001\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7570\u5e38\u306a\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\uff08\u53d6\u5f15\u76e3\u8996\uff09<\/li>\n\n\n\n<li>\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u9650\u5ea6\u3092\u8d85\u3048\u308b\u96c6\u4e2d\u30ea\u30b9\u30af<\/li>\n\n\n\n<li>\u6295\u8cc7\u5236\u9650\u9055\u53cd<\/li>\n\n\n\n<li>\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u306b\u95a2\u3059\u308b\u61f8\u5ff5<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-addressing-current-regulatory-themes\">\u73fe\u5728\u306e\u898f\u5236\u30c6\u30fc\u30de\u3078\u306e\u5bfe\u5fdc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u6307\u4ee4\u306e2024\u5e74\u66f4\u65b0\u3084\u6b27\u5dde\u7d4c\u6e08\u9818\u57df\u306b\u304a\u3051\u308b\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30eb\u30fc\u30eb\u306e\u9032\u5316\u306a\u3069\u3001\u6700\u8fd1\u306e\u52d5\u5411\u306b\u306f\u5e38\u306b\u6ce8\u610f\u3092\u6255\u3046\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002InvestGlass\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u898f\u5236\u306e\u5909\u66f4\u306b\u5408\u308f\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u6642\u4ee3\u9045\u308c\u306e\u624b\u9806\u3067\u306f\u306a\u304f\u3001\u73fe\u5728\u306e\u8981\u4ef6\u3092\u53cd\u6620\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u3001\u9032\u5316\u3059\u308b\u8981\u4ef6\u306b\u6cbf\u3063\u305f\u6b63\u78ba\u3067\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u898f\u5236\u5f53\u5c40\u3078\u306e\u5831\u544a\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3088\u3046\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-integrating-crm-with-portfolio-management-and-client-portals\">CRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u304a\u3088\u3073\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306e\u7d71\u5408<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u3001\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u3064\u306a\u30501\u3064\u306e\u4e00\u8cab\u3057\u305f\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002\u5207\u308a\u96e2\u3055\u308c\u305f3\u3064\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u6469\u64e6\u3084\u30a8\u30e9\u30fc\u3092\u751f\u307f\u3001\u9867\u5ba2\u306b\u4e0d\u6e80\u3092\u62b1\u304b\u305b\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u9593\u306e\u30b7\u30b9\u30c6\u30e0\u76f8\u4e92\u904b\u7528\u6027\u306f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306bCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u30b3\u30f3\u30c6\u30f3\u30c4\u3084\u30b3\u30fc\u30eb\u30c8\u30a5\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u9069\u5408\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u30da\u30fc\u30b8\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-unified-advisor-workspace\">\u30e6\u30cb\u30d5\u30a1\u30a4\u30c9\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30fb\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fCRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u4e00\u3064\u306e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306b\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u898b\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u73fe\u5728\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u8cc7\u7523\u914d\u5206<\/li>\n\n\n\n<li>\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u3068\u30a2\u30c8\u30ea\u30d3\u30e5\u30fc\u30b7\u30e7\u30f3\u5206\u6790<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9<\/li>\n\n\n\n<li>\u4f1a\u8b70\u30e1\u30e2\u3068\u30bf\u30b9\u30af\u30ea\u30b9\u30c8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6642\u9593\u3092\u6d6a\u8cbb\u3057\u3001\u30a8\u30e9\u30fc\u3092\u5f15\u304d\u8d77\u3053\u3059\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u306e\u5207\u308a\u66ff\u3048\u304c\u306a\u304f\u306a\u308a\u307e\u3059\u3002\u7d71\u4e00\u3055\u308c\u305f\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u306f\u3001\u65e5\u3005\u306e\u30bf\u30b9\u30af\u3092\u5408\u7406\u5316\u3059\u308b\u3053\u3068\u3067\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u306e\u60c5\u5831\u3068\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u4e00\u7b87\u6240\u3067\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-client-portal-experience\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u306e\u4f53\u9a13<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b89\u5168\u306a\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u5bcc\u88d5\u5c64\u3068\u306e\u95a2\u4fc2\u306b\u304a\u3051\u308b\u9867\u5ba2\u4f53\u9a13\u3092\u4e00\u5909\u3055\u305b\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a6\u30a7\u30d6\u3084\u30e2\u30d0\u30a4\u30eb\u304b\u3089\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u306a\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9<\/li>\n\n\n\n<li>\u6a5f\u5bc6\u6587\u66f8\u306e\u5b89\u5168\u306a\u5171\u6709<\/li>\n\n\n\n<li>\u88c1\u91cf\u59d4\u4efb\u627f\u8a8d\u306e\u305f\u3081\u306e\u96fb\u5b50\u7f72\u540d\u6a5f\u80fd<\/li>\n\n\n\n<li>\u5b89\u5168\u3067\u306a\u3044\u96fb\u5b50\u30e1\u30fc\u30eb\u901a\u4fe1\u306b\u4ee3\u308f\u308b\u6697\u53f7\u5316\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u6a5f\u80fd\u304c\u4e00\u4f53\u3068\u306a\u3063\u3066\u512a\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u3001\u5229\u4fbf\u6027\u3001\u5b89\u5168\u6027\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306b\u5bfe\u3059\u308b\u5bcc\u88d5\u5c64\u9867\u5ba2\u306e\u9ad8\u3044\u671f\u5f85\u306b\u5fdc\u3048\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-documents-exchanged-through-the-portal\">\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u4ea4\u63db\u3055\u308c\u308b\u66f8\u985e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u91cd\u8981\u306a\u6587\u66f8\u4ea4\u63db\u306e\u30cf\u30d6\u3068\u306a\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2024 \u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5831\u544a\u66f8\u304a\u3088\u3073\u9023\u7d50\u8ca1\u52d9\u8af8\u8868<\/li>\n\n\n\n<li>\u30ed\u30fc\u30f3\u5951\u7d04\u304a\u3088\u3073\u30af\u30ec\u30b8\u30c3\u30c8\u30fb\u30d5\u30a1\u30b7\u30ea\u30c6\u30a3\u6587\u66f8<\/li>\n\n\n\n<li>\u30bf\u30c3\u30af\u30b9\u30fb\u30ec\u30bf\u30fc\u304a\u3088\u3073\u30ec\u30dd\u30fc\u30c8\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8<\/li>\n\n\n\n<li>\u4fe1\u8a17\u8a3c\u66f8\u304a\u3088\u3073\u4f01\u696d\u6587\u66f8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306fCRM\u30ec\u30b3\u30fc\u30c9\u306b\u30ea\u30f3\u30af\u3057\u3001\u5b8c\u5168\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u5c65\u6b74\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002\u7d71\u5408\u3055\u308c\u305f\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u6a5f\u80fd\u306b\u3088\u308a\u3001\u9867\u5ba2\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u5171\u6709\u3001\u627f\u8a8d\u3001\u30a2\u30fc\u30ab\u30a4\u30d6\u306e\u30d7\u30ed\u30bb\u30b9\u304c\u5408\u7406\u5316\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-banking-integration\">\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u304a\u3088\u3073\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u30fb\u30b7\u30b9\u30c6\u30e0\u3068\u63a5\u7d9a\u3057\u3001\u4ee5\u4e0b\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4fdd\u6709\u8cc7\u7523\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u81ea\u52d5\u66f4\u65b0<\/li>\n\n\n\n<li>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u7167\u5408\u4f5c\u696d\u3092\u524a\u6e1b<\/li>\n\n\n\n<li>\u6c7a\u6e08\u304a\u3088\u3073\u53d6\u5f15\u72b6\u6cc1\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u53ef\u8996\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3068\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30c7\u30fc\u30bf\u540c\u671f\u306b\u3088\u308a\u3001\u9867\u5ba2\u60c5\u5831\u306e\u6b63\u78ba\u6027\u3068\u4e00\u8cab\u6027\u304c\u4fdd\u8a3c\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-privacy-advantages\">\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u5229\u70b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30c3\u30c9\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u5f93\u6765\u306eE\u30e1\u30fc\u30eb\u3067\u6a5f\u5bc6\u60c5\u5831\u3092\u9001\u4fe1\u3059\u308b\u3088\u308a\u3082\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u9762\u3067\u5927\u304d\u306a\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002\u30b9\u30a4\u30b9\u6cd5\u306b\u6e96\u62e0\u3057\u305f\u30bb\u30ad\u30e5\u30a2\u306a\u74b0\u5883\u3067\u3001\u660e\u7d30\u66f8\u3084\u66f8\u985e\u304c\u4fdd\u8b77\u3055\u308c\u7d9a\u3051\u308b\u3053\u3068\u306f\u3001\u9867\u5ba2\u306b\u3068\u3063\u3066\u3042\u308a\u304c\u305f\u3044\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30bf\u30eb\u306e\u5b89\u5168\u306a\u901a\u4fe1\u6a5f\u80fd\u306b\u3088\u308a\u3001\u9867\u5ba2\u306e\u6a5f\u5bc6\u60c5\u5831\u3092\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u304b\u3089\u4fdd\u8b77\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-practical-steps-to-implement-a-hnw-focused-crm-strategy\">HNW\u306b\u30d5\u30a9\u30fc\u30ab\u30b9\u3057\u305fCRM\u6226\u7565\u3092\u5b9f\u8df5\u3059\u308b\u305f\u3081\u306e\u30b9\u30c6\u30c3\u30d7<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3060\u3051\u3067\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5909\u3048\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u6a5f\u95a2\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306b\u306f\u3001CRM\u5909\u9769\u306e\u305f\u3081\u306e\u660e\u78ba\u306a\u5b9f\u884c\u8a08\u753b\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5c0e\u5165\u306e\u6210\u529f\u306f\u3001\u5c0e\u5165\u3068\u9577\u671f\u7684\u306a\u6210\u529f\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306e\u5f37\u529b\u306a\u30c1\u30a7\u30f3\u30b8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u5b9f\u8df5\u306b\u304b\u304b\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bcc\u88d5\u5c64\u5411\u3051\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305fCRM\u6226\u7565\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6700\u9069\u5316\u3057\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3057\u3001\u5b9f\u7528\u7684\u306a\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u751f\u6210\u3059\u308b\u3053\u3068\u3067\u3001\u53ce\u76ca\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-implementation-sequence\">\u5b9f\u65bd\u9806\u5e8f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u73fe\u5728\u306e\u30c7\u30fc\u30bf\u306e\u8cea\u3092\u8a55\u4fa1\u3059\u308b<\/strong> \u307e\u305a\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3001\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30d5\u30a1\u30a4\u30eb\u306b\u308f\u305f\u308b\u65e2\u5b58\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u76e3\u67fb\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u308b\u3002\u30c9\u30ad\u30e5\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u30ae\u30e3\u30c3\u30d7\u3001\u4e00\u8cab\u6027\u306e\u306a\u3044\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3001\u95a2\u4fc2\u6027\u306e\u6b20\u843d\u3092\u7279\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>HNW\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u5b9a\u7fa9<\/strong> 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class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u30c1\u30fc\u30e0\u304c\u5171\u901a\u306eCRM\u76ee\u6a19\u306b\u5411\u304b\u3063\u3066\u53d6\u308a\u7d44\u307f\u3001\u90e8\u9580\u3092\u8d85\u3048\u3066\u5c0e\u5165\u304c\u652f\u63f4\u3055\u308c\u308b\u3088\u3046\u3001\u3053\u306e\u6bb5\u968e\u3067\u5229\u5bb3\u95a2\u4fc2\u8005\u306e\u9023\u643a\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d1\u30a4\u30ed\u30c3\u30c8\u4e8b\u696d\u90e8\u9580\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051<\/strong> 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class=\"wp-block-list\">\n<li>\u4e16\u5e2f\u95a2\u4fc2\u306e\u69cb\u9020\u3068\u968e\u5c64\u30bf\u30a4\u30d7\u3092\u5b9a\u7fa9\u3059\u308b<\/li>\n\n\n\n<li>\u898f\u5236\u8981\u4ef6\u306b\u9069\u5408\u3057\u305fKYC\u30d5\u30a9\u30fc\u30e0\u306e\u69cb\u7bc9<\/li>\n\n\n\n<li>\u3055\u307e\u3056\u307e\u306a\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5408\u308f\u305b\u305f\u30ec\u30d3\u30e5\u30fc\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u4f5c\u6210<\/li>\n\n\n\n<li>\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3068\u30a2\u30af\u30bb\u30b9\u8a31\u53ef\u306e\u78ba\u7acb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u6bb5\u968e\u3067\u5165\u5ff5\u306a\u30c7\u30fc\u30bf\u30de\u30c3\u30d4\u30f3\u30b0\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u65b0\u3057\u3044CRM\u3078\u306e\u9867\u5ba2\u60c5\u5831\u306e\u30b9\u30e0\u30fc\u30ba\u304b\u3064\u6b63\u78ba\u306a\u79fb\u884c\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-training-and-adoption\">\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u63a1\u7528<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u304c\u65b0\u3057\u3044\u30c4\u30fc\u30eb\u3092\u63a1\u7528\u3059\u308b\u306e\u306f\u3001\u660e\u78ba\u306a\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308b\u3068\u5224\u65ad\u3055\u308c\u305f\u5834\u5408\u306e\u307f\u3067\u3042\u308b\u3002\u52b9\u679c\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30fb\u30bb\u30c3\u30b7\u30e7\u30f3\u3067\u5b9f\u969b\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30b7\u30ca\u30ea\u30aa\u3092\u4f7f\u7528<\/li>\n\n\n\n<li>\u4e26\u884c\u30d7\u30ed\u30bb\u30b9\u3092\u8ffd\u52a0\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001CRM\u30bf\u30b9\u30af\u3092\u65e2\u5b58\u306e\u65e5\u5e38\u696d\u52d9\u306b\u5408\u308f\u305b\u308b<\/li>\n\n\n\n<li>\u65e9\u3044\u6bb5\u968e\u3067\u306e\u52dd\u5229\u3092\u795d\u3044\u3001\u52e2\u3044\u3092\u3064\u3051\u308b<\/li>\n\n\n\n<li>1\u56de\u9650\u308a\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3067\u306f\u306a\u304f\u3001\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3068\u660e\u78ba\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9ad8\u3044\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u7387\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-implementation-support\">\u5b9f\u65bd\u652f\u63f4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3042\u3089\u3086\u308b\u898f\u6a21\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f1a\u793e\u306b\u5c0e\u5165\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30a4\u30b9\u304a\u3088\u3073\u6d77\u5916\u306e\u30c1\u30fc\u30e0\u306f\u3001\u901a\u5e38\u4e2d\u898f\u6a21\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306712\u9031\u9593\u304b\u308916\u9031\u9593\u3068\u3044\u3046\u6c7a\u3081\u3089\u308c\u305f\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u5185\u3067\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5c55\u958b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u52b9\u679c\u7684\u306a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u7ba1\u7406\u306b\u3088\u308a\u3001CRM\u306e\u5c0e\u5165\u306f\u8ecc\u9053\u306b\u4e57\u308a\u3001\u30d3\u30b8\u30cd\u30b9\u76ee\u6a19\u306b\u6cbf\u3063\u305f\u3082\u306e\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-measuring-success\">\u6210\u529f\u306e\u6e2c\u5b9a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7acb\u3061\u4e0a\u3052\u524d\u306b\u6e2c\u5b9a\u53ef\u80fd\u306a\u6210\u679c\u3092\u5b9a\u7fa9\u3057\u3001CRM\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067\u8ffd\u8de1\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u306e\u77ed\u7e2e\uff08\u4f8b\uff1a15\u65e5\u304b\u30895\u65e5\u3078\uff09<\/li>\n\n\n\n<li>\u65e2\u5b58\u9867\u5ba2\u306e\u30b7\u30a7\u30a2\u30a2\u30c3\u30d7<\/li>\n\n\n\n<li>KYC\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30fb\u30b5\u30a4\u30af\u30eb\u306e\u5b8c\u4e86\u7387\u5411\u4e0a<\/li>\n\n\n\n<li>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u63a1\u7528\u6307\u6a19\u3068\u30a2\u30af\u30c6\u30a3\u30d6\u5229\u7528\u7387<\/li>\n\n\n\n<li>\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u3068\u8aac\u660e\u8cac\u4efb\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\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<h3 class=\"wp-block-heading\" id=\"h-how-is-managing-high-net-worth-clients-in-2026-different-from-ten-years-ago\">2026\u5e74\u306e\u5bcc\u88d5\u5c64\u9867\u5ba2\u7ba1\u7406\u306f10\u5e74\u524d\u3068\u3069\u3046\u9055\u3046\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2015\u5e74\u5f53\u6642\u3001\u591a\u304f\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u306f\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306e\u305f\u3081\u306b\u4f9d\u7136\u3068\u3057\u3066\u7d19\u306e\u30d5\u30a1\u30a4\u30eb\u3068\u57fa\u672c\u7684\u306a\u9023\u7d61\u30b7\u30b9\u30c6\u30e0\u306b\u983c\u3063\u3066\u3044\u305f\u3002\u9759\u7684\u306a\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u3067\u5341\u5206\u3067\u3042\u308a\u3001\u9867\u5ba2\u306f\u8cc7\u6599\u8acb\u6c42\u306b\u4f55\u65e5\u3082\u5f85\u305f\u3055\u308c\u308b\u3053\u3068\u3092\u53d7\u3051\u5165\u308c\u3066\u3044\u305f\u30022026\u5e74\u306b\u306f\u3001\u9867\u5ba2\u306f\u5b89\u5168\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3078\u306e\u30e2\u30d0\u30a4\u30eb\u30fb\u30a2\u30af\u30bb\u30b9\u3001CRM\u3068\u4eba\u5de5\u77e5\u80fd\u306b\u3088\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u5177\u4f53\u7684\u306a\u5909\u5316\u3068\u3057\u3066\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u6587\u66f8\u5316\u3059\u308b\u3053\u3068\u3092\u6c42\u3081\u308b\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u898f\u5236\u306e\u53b3\u683c\u5316\u3001\u8907\u6570\u306e\u6cd5\u57df\u306b\u307e\u305f\u304c\u308b\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30d5\u30a1\u30df\u30ea\u30fc\u306e\u8907\u96d1\u5316\u3001\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u5834\u6240\u3068\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u8005\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u3078\u306e\u9867\u5ba2\u306e\u3053\u3060\u308f\u308a\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u308b\u3002\u30ab\u30ec\u30f3\u30c0\u30fc\u30d9\u30fc\u30b9\u306e\u30ea\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30b5\u30fc\u30d3\u30b9\u304b\u3089\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30a2\u30e9\u30fc\u30c8\u306b\u652f\u3048\u3089\u308c\u305f\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3078\u306e\u79fb\u884c\u306f\u3001\u30b5\u30dd\u30fc\u30c8\u30c1\u30fc\u30e0\u306e\u50cd\u304d\u65b9\u306e\u6839\u672c\u7684\u306a\u5909\u5316\u3092\u610f\u5473\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-smaller-independent-asset-managers-afford-a-hnw-focused-crm\">\u5c0f\u898f\u6a21\u306e\u72ec\u7acb\u7cfb\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306f\u3001HNW\u306b\u7126\u70b9\u3092\u5f53\u3066\u305fCRM\u3092\u5c0e\u5165\u3059\u308b\u4f59\u88d5\u304c\u3042\u308b\u306e\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5104\u306e\u8cc7\u7523\u3092\u6301\u3064\u72ec\u7acb\u7cfb\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306f\u3001\u5927\u898f\u6a21\u306a\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u95a2\u9023\u3059\u308b\u30a4\u30f3\u30d5\u30e9\u30fb\u30b3\u30b9\u30c8\u3092\u304b\u3051\u308b\u3053\u3068\u306a\u304f\u3001InvestGlass\u306e\u3088\u3046\u306a\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u7d76\u5bfe\u306b\u63a1\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6708\u30051\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u306e\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u4fa1\u683c\u306f\u3001\u3053\u308c\u307e\u3067\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u4fa1\u683c\u304b\u3089\u5916\u308c\u3066\u3044\u305f\u4e2d\u5c0f\u4f01\u696d\u3067\u3082\u3001\u6d17\u7df4\u3055\u308c\u305fCRM\u3092\u5229\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u30c1\u30fc\u30e0\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u57fa\u672c\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\u3092\u30ab\u30d0\u30fc\u3059\u308b\u30b3\u30a2\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb\u304b\u3089\u59cb\u3081\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u306b\u5408\u308f\u305b\u3066\u6a5f\u80fd\u3092\u8ffd\u52a0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6700\u65b0\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u306f\u3001\u4e2d\u5c0f\u4f01\u696d\u3067\u3082\u30cb\u30fc\u30ba\u306e\u5909\u5316\u306b\u5fdc\u3058\u3066\u6a5f\u80fd\u3092\u62e1\u5f35\u3067\u304d\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3084\u30ec\u30d3\u30e5\u30fc\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u306a\u3069\u3001\u6700\u3082\u624b\u4f5c\u696d\u306e\u591a\u3044\u30d7\u30ed \u30bb\u30b9\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u6bb5\u968e\u7684\u306a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u6a5f\u80fd\u62e1\u5f35\u306e\u524d\u306b ROI \u3092\u5b9f\u8a3c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-crm-help-when-dealing-with-multi-jurisdiction-families\">\u8907\u6570\u306e\u6cd5\u57df\u306b\u307e\u305f\u304c\u308b\u5bb6\u65cf\u3092\u6271\u3046\u5834\u5408\u3001CRM\u306f\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306eCRM\u30ec\u30b3\u30fc\u30c9\u306f\u3001\u4e16\u5e2f\u5185\u306e\u5404\u500b\u4eba\u306b\u3064\u3044\u3066\u3001\u8907\u6570\u306e\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u5730\u3001\u5831\u544a\u7fa9\u52d9\u3001\u56fd\u5225\u306e\u6ce8\u8a18\u3092\u4fdd\u5b58\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u7c73\u56fd\u306e\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u5c02\u9580\u5bb6\u3084\u6b27\u5dde\u9023\u5408\uff08EU\uff09\u306e\u7a0e\u52d9\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306a\u3069\u3001\u73fe\u5730\u306e\u30eb\u30fc\u30eb\u306b\u7cbe\u901a\u3057\u305f\u5c02\u9580\u5bb6\u306b\u7279\u5b9a\u306e\u56fd\u3068\u306e\u95a2\u4fc2\u3092\u81ea\u52d5\u7684\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u3001\u30c9\u30d0\u30a4\u3001\u30ed\u30f3\u30c9\u30f3\u306b\u4f4f\u3080\u5bb6\u65cf\u304c\u3044\u308b\u3068\u3057\u307e\u3059\u3002InvestGlass\u306f\u3001\u3069\u306e\u5bb6\u65cf\u304c\u73fe\u5730\u306e\u898f\u5236\u4e0b\u3067\u3069\u306e\u3088\u3046\u306a\u7a2e\u985e\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3092\u8ffd\u8de1\u3057\u3001\u4eca\u5f8c\u306e\u898f\u5236\u306e\u671f\u9650\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u3068\u308a\u306e\u524d\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u72b6\u6cc1\u3092\u5b8c\u5168\u306b\u628a\u63e1\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-data-security-features-should-a-hnw-focused-crm-provide\">HNW\u306b\u7279\u5316\u3057\u305fCRM\u306f\u3069\u306e\u3088\u3046\u306a\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u3079\u304d\u304b\uff1f<\/h3>\n\n\n\n<p 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high net worth clients demands more than spreadsheets and quarterly calls. In 2026, wealth managers face a new reality where discerning clients expect instant digital access, personalized attention, and ironclad data security. Customer relationship management has evolved from a simple contact management tool into the operating system of modern wealth management. A robust CRM is now essential for financial advisors and wealth management businesses to enhance client tracking, increase conversions, and support long-term relationship building. This guide explores how financial advisors can leverage CRM systems to build deeper client relationships, streamline compliance, and scale personalized service for their most valuable clients. Client segmentation is a foundational step in managing [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48981,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[29,19,35,61,71,95],"class_list":["post-48909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-automation","tag-crm","tag-crm-for-banking","tag-portfolio-management","tag-sales","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>Mastering How to Manage High Net Worth Clients Using CRM Effectively<\/title>\n<meta name=\"description\" content=\"Learn effective CRM strategies to manage high net worth clients. Enhance relationships and streamline processes for optimal client satisfaction. Read more!\" \/>\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\/crm\u3092\u4f7f\u3063\u3066\u5bcc\u88d5\u5c64\u3092\u7ba1\u7406\u3059\u308b\u65b9\u6cd5\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Manage High Net Worth Clients Using CRM\" \/>\n<meta property=\"og:description\" content=\"Managing high net worth clients demands more than spreadsheets and quarterly\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/crm\u3092\u4f7f\u3063\u3066\u5bcc\u88d5\u5c64\u3092\u7ba1\u7406\u3059\u308b\u65b9\u6cd5\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-02T14:56:26+00:00\" \/>\n<meta property=\"article:modified_time\" 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