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d1\u878d CRM \u306f\u3001\u6697\u53f7\u5316\u3001\u591a\u8981\u7d20\u8a8d\u8a3c\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u306a\u3069\u306e\u5805\u7262\u306a\u30bb\u30ad\u30e5\u30ea \u30c6\u30a3\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3001\u6a5f\u5bc6\u60c5\u5831\u3092\u78ba\u5b9f\u306b\u4fdd\u8b77\u3057\u3001\u898f\u5236\u57fa\u6e96\u306b\u6e96\u62e0\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u88dc\u5b8c\u7684\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u7d71\u5408<\/strong>\u4f1a\u8a08\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30b7\u30b9\u30c6\u30e0\u306a\u3069\u306e\u65e2\u5b58\u30c4\u30fc\u30eb\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u306b\u3088\u308a\u3001\u9867\u5ba2\u60c5\u5831\u304c\u7d44\u7e54\u5168\u4f53\u306b\u30b9\u30e0\u30fc\u30ba\u306b\u6d41\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u696d\u52d9\u4e0a\u306e\u6469\u64e6\u304c\u8efd\u6e1b\u3055\u308c\u3001\u5404\u9867\u5ba2\u95a2\u4fc2\u306b\u5bfe\u3059\u308b\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u304c\u63d0\u4f9b\u3055\u308c\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30ea\u30fc\u30c9\u7ba1\u7406<\/strong>\u52b9\u679c\u7684\u306a\u30ea\u30fc\u30c9\u7ba1\u7406\u6a5f\u80fd\u306f\u3001\u7d39\u4ecb\u3001\u30a4\u30d9\u30f3\u30c8\u3001\u30c7\u30b8\u30bf\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u30bd\u30fc\u30b9\u304b\u3089\u306e\u6f5c\u5728\u9867\u5ba2\u306e\u7372\u5f97\u3001\u5206\u985e\u3001\u8ffd\u8de1\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ea\u30fc\u30c9\u30ca\u30fc\u30c1\u30e3\u30ea\u30f3\u30b0\u3068\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u3088\u308a\u3001\u30c1\u30e3\u30f3\u30b9\u3092\u9003\u3059\u3053\u3068\u306a\u304f\u3001\u65b0\u898f\u9867\u5ba2\u3092\u8fc5\u901f\u306b\u7372\u5f97\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/strong>\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb CRM \u306f\u3001\u5404\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\uff08\u4fdd\u6709\u8cc7\u7523\u3001\u30ea\u30b9\u30af\u8a31\u5bb9 \u5ea6\u3001\u8ca1\u52d9\u76ee\u6a19\u306a\u3069\uff09\u3092\u5305\u62ec\u7684\u306b\u628a\u63e1\u3067\u304d\u308b\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6 \u30fc\u306f\u9867\u5ba2\u306b\u5408\u3063\u305f\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u306e\u76ee\u6a19\u306b\u5bfe\u3059\u308b\u9032\u6357\u3092\u30e2\u30cb\u30bf\u30fc\u3059\u308b\u3053\u3068\u304c\u3067\u304d \u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u898f\u5236\u9075\u5b88\u30b5\u30dd\u30fc\u30c8<\/strong>CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u8a73\u7d30\u306a\u8a18\u9332\u3092\u4fdd\u6301\u3057\u3001\u53d6\u5f15\u3092\u8ffd\u8de1\u3057\u3001\u91d1\u878d\u898f\u5236\u5f53\u5c40\u304c\u8981\u6c42\u3059\u308b\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u4fc3\u9032\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u696d\u754c\u6a19\u6e96\u306e\u9075\u5b88\u3092\u8a3c\u660e\u3057\u3001\u76e3\u67fb\u306b\u52b9\u7387\u7684\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u4e3b\u8981\u306a\u6a5f\u80fd\u3092\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3067\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406 CRM \u306f\u91d1\u878d\u696d\u754c\u306b\u304a\u3051\u308b\u30d3\u30b8\u30cd\u30b9\u6210\u9577\u306e\u305f\u3081\u306e\u5f37\u529b\u306a\u30a8\u30f3\u30b8\u30f3\u3068\u306a\u308a\u307e\u3059\u3002\u9069\u5207\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u6295\u8cc7\u3059\u308b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f01\u696d\u306f\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5408\u7406\u5316\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6539\u5584\u3057\u3001\u7d99\u7d9a\u7684\u306a\u6210\u529f\u306e\u305f\u3081\u306bCRM\u6226\u7565\u3092\u7d99\u7d9a\u7684\u306b\u76e3\u8996\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6700\u7d42\u7684\u306b\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3092\u9069\u5207\u306b\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u5f37\u5316\u3001\u6301\u7d9a\u53ef\u80fd\u306a\u30d3\u30b8\u30cd\u30b9\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u57fa\u76e4\u304c\u69cb\u7bc9\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-1-define-clear-crm-objectives-for-your-financial-firm\">\u30b9\u30c6\u30c3\u30d71\uff1a\u91d1\u878d\u6a5f\u95a2\u306eCRM\u76ee\u6a19\u3092\u660e\u78ba\u306b\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3057\u305f\u308a\u3001\u30c7\u30fc\u30bf\u306e\u79fb\u884c\u3092\u958b\u59cb\u3057\u305f\u308a\u3059\u308b\u524d\u306b\u3001\u6210\u529f\u3068\u306f\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u304b\u3092\u5b9a\u7fa9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u76ee\u6a19\u306f\u5177\u4f53\u7684\u3067\u6e2c\u5b9a\u53ef\u80fd\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u4f8b\u3048\u3070\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u309210\u65e5\u304b\u308948\u6642\u9593\u306b\u77ed\u7e2e\u3059\u308b\u30012025\u5e74\u306b\u30af\u30ed\u30b9\u30bb\u30eb\u7387\u309220\uff05\u5411\u4e0a\u3055\u305b\u308b\u3001\u9867\u5ba2\u304b\u3089\u306e\u30ea\u30af\u30a8\u30b9\u30c8\u306b\u5bfe\u3059\u308b\u6700\u521d\u306e\u30ec\u30b9\u30dd\u30f3\u30b9\u30bf\u30a4\u30e0\u309248\u6642\u9593\u304b\u30894\u6642\u9593\u4ee5\u5185\u306b\u6539\u5584\u3059\u308b\u3001\u306a\u3069\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u4f1a\u793e\u306e\u5178\u578b\u7684\u306a\u76ee\u6a19\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u7684\u30ab\u30c6\u30b4\u30ea\u30fc<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u6a19\u4f8b<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>100%\u3078\u306eKYC\u3068AML\u306e\u5b8c\u5168\u6027\u306e\u5411\u4e0a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u52b9\u7387\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8907\u6570\u306e\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u306b\u307e\u305f\u304c\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u7d71\u5408<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u751f\u7523\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc1\u4eba\u5f53\u305f\u308a\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u751f\u7523\u6027\u309225%\u5411\u4e0a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u53ce\u76ca<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u3088\u308a\u826f\u3044\u30ea\u30fc\u30c9\u7ba1\u7406\u306b\u3088\u308b\u30a6\u30a9\u30ec\u30c3\u30c8\u30b7\u30a7\u30a2\u306e\u62e1\u5927<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u6a19\u3092\u8a2d\u5b9a\u3059\u308b\u969b\u306b\u306f\u3001\u30b9\u30a4\u30b9\u306eFINMA\u30b5\u30fc\u30ad\u30e5\u30e9\u30fc\u3001\u6b27\u5dde\u9023\u5408\u306eMiFID II\u3001\u7c73\u56fd\u306e\u767b\u9332\u6295\u8cc7\u9867\u554f\u696d\u8005\u306b\u95a2\u3059\u308bSEC\u898f\u5247\u306a\u3069\u306e\u898f\u5236\u306e\u67a0\u7d44\u307f\u306b\u5408\u308f\u305b\u308b\u3002CRM\u6226\u7565\u306f\u3001\u5f8c\u4ed8\u3051\u3067\u306f\u306a\u304f\u3001\u521d\u65e5\u304b\u3089\u898f\u5236\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30ed\u30f3\u30c8\u30fb\u30aa\u30d5\u30a3\u30b9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u3001\u30ea\u30b9\u30af\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3001 IT \u90e8\u9580\u3092\u30ef\u30fc\u30af\u30b7\u30e7\u30c3\u30d7\u306b\u53c2\u52a0\u3055\u305b\u30013\uff5e5 \u3064\u306e\u4e3b\u8981\u306a CRM \u306e\u6210\u679c\u306b\u5408\u610f\u3055\u305b\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u6a5f\u80fd\u6a2a\u65ad\u7684\u306a\u9023\u643a\u306b\u3088\u308a\u3001\u5168\u54e1\u304c\u540c\u3058\u898b\u89e3\u3092\u6301\u3064\u3053\u3068 \u304c\u3067\u304d\u3001\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u6642\u306e\u62b5\u6297\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u5c0e\u5165\u524d\u306b\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u6210\u529f\u6307\u6a19\u3092\u5b9a\u7fa9\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u8981\u6c42\u306b\u5bfe\u3059\u308b\u6700\u521d\u306e\u5fdc\u7b54\u6642\u9593<\/li>\n\n\n\n<li>\u9069\u5408\u6027\u306b\u95a2\u3059\u308b\u6587\u66f8\u306e\u5b8c\u5168\u6027<\/li>\n\n\n\n<li>\u81ea\u52d5\u5316\u30d7\u30ed\u30bb\u30b9\u306e\u5272\u5408<\/li>\n\n\n\n<li>\u90e8\u9580\u5225\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u7387<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-2-map-current-client-journeys-and-compliance-workflows\">\u30b9\u30c6\u30c3\u30d72\uff1a\u73fe\u5728\u306e\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u30de\u30c3\u30d4\u30f3\u30b0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u6210\u3059\u308b\u524d\u306b\u3001\u73fe\u72b6\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u3053\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u306f\u3001\u5fa1\u793e\u304c\u73fe\u5728\u3069\u306e\u3088\u3046\u306b\u696d\u52d9\u3092\u884c\u3063\u3066\u3044\u308b\u304b\u3067\u306f\u306a\u304f\u3001\u5b9f\u969b\u306b\u3069\u306e\u3088\u3046\u306b\u696d\u52d9\u3092\u884c\u3063\u3066\u3044\u308b\u304b\u3092\u6587\u66f8\u5316\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u306a\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306b\u3064\u3044\u3066\u3001\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong> \u66f8\u985e\u53ce\u96c6\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u627f\u8a8d\u3092\u542b\u3080\u3001\u521d\u56de\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u304b\u3089\u30a2\u30ab\u30a6\u30f3\u30c8\u6709\u52b9\u5316\u307e\u3067<\/li>\n\n\n\n<li><strong>\u6295\u8cc7\u53e3\u5ea7\u306e\u958b\u8a2d<\/strong> \u5546\u54c1\u9078\u629e\u3001\u9069\u5408\u6027\u8a55\u4fa1\u3001\u898f\u5236\u5f53\u5c40\u306b\u3088\u308b\u60c5\u5831\u958b\u793a<\/li>\n\n\n\n<li><strong>\u878d\u8cc7\u3092\u627f\u8a8d\u3059\u308b\uff1a<\/strong> \u4fe1\u7528\u8abf\u67fb\u3001\u62c5\u4fdd\u8a55\u4fa1\u3001\u59d4\u54e1\u4f1a\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u542b\u3080<\/li>\n\n\n\n<li><strong>\u9069\u6027\u5be9\u67fb\u3078\u306e\u5bfe\u5fdc<\/strong> \u5b9a\u671f\u7684\u306aKYC\u306e\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u3068\u6295\u8cc7\u306e\u59a5\u5f53\u6027\u30c1\u30a7\u30c3\u30af\u306e\u7ba1\u7406\u65b9\u6cd5\u306e\u6587\u66f8\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u3084\u308a\u53d6\u308a\u3001\u66f8\u985e\u53ce\u96c6\u3001\u4fe1\u7528\u8abf\u67fb\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30d3\u30e5\u30fc\u306a\u3069\u3001\u3059\u3079\u3066\u306e\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3092\u628a\u63e1\u3059\u308b\u30022024\u5e74\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u898b\u3066\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30ea\u30b9\u30af\u3084\u9045\u5ef6\u304c\u767a\u751f\u3057\u3066\u3044\u308b\u7b87\u6240\u3092\u7279\u5b9a\u3059\u308b\u3002\u4e00\u822c\u7684\u306a\u30da\u30a4\u30f3\u30dd\u30a4\u30f3\u30c8\u306b\u306f\u3001\u9867\u5ba2\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u7528\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3001\u7d19\u306e\u7f72\u540d\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u5236\u88c1\u30c1\u30a7\u30c3\u30af\u3001\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u306e\u30c7\u30fc\u30bf\u5165\u529b\u306e\u91cd\u8907\u306a\u3069\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bcc\u306e\u51fa\u6240\u306e\u78ba\u8a8d\u3001\u53d6\u5f15\u76e3\u8996\u306e\u3057\u304d\u3044\u5024\u3001\u6295\u8cc7\u306e\u59a5\u5f53\u6027\u30c1\u30a7\u30c3\u30af\u306a\u3069\u3001\u898f\u5236\u304c\u9069\u7528\u3055\u308c\u308b\u30dd\u30a4\u30f3\u30c8\u3092\u30de\u30fc\u30af\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3001\u65b0\u3057\u3044CRO\u304c\u3001\u5f8c\u304b\u3089\u6cd5\u898f\u5236\u3092\u8ffd\u52a0\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u8a2d\u8a08\u306b\u3088\u3063\u3066\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-3-choose-a-financial-grade-crm-platform\">\u30b9\u30c6\u30c3\u30d73\uff1a\u91d1\u878d\u30b0\u30ec\u30fc\u30c9\u306eCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u3076<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306aCRM\u306f\u3001KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u898f\u5236\u4e0a\u306e\u7279\u5fb4\u306b\u6b20\u3051\u308b\u305f\u3081\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3067\u306f\u5931\u6557\u3059\u308b\u3053\u3068\u304c\u591a\u3044\u3002\u307e\u305f\u3001\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306b\u5bfe\u3059\u308b\u671f\u5f85\u306b\u5fdc\u3048\u308b\u3053\u3068\u3082\u3001\u898f\u5236\u5f53\u5c40\u304c\u6c42\u3081\u308b\u76e3\u67fb\u8a3c\u8de1\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u305b\u3093\u3002\u9069\u5207\u306aCRM\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306f\u3001\u4f55\u5e74\u306b\u3082\u308f\u305f\u308a\u3042\u306a\u305f\u306e\u4f1a\u793e\u306e\u696d\u52d9\u3092\u5f62\u4f5c\u308b\u6c7a\u65ad\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9078\u8003\u57fa\u6e96\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u5fc5\u8981\u6761\u4ef6<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u306a\u305c\u91cd\u8981\u306a\u306e\u304b<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u96e2\u308c\u3092\u9632\u304e\u3001\u53e3\u5ea7\u958b\u8a2d\u3092\u52a0\u901f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC\u304a\u3088\u3073AML\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6700\u521d\u304b\u3089\u898f\u5236\u3092\u9075\u5b88\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u4fdd\u6709\u9298\u67c4\u3068\u9069\u5408\u6027\u3092\u53ef\u8996\u5316<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306e\u5f37\u5316<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3084\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u53ef\u80fd<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u76e3\u67fb\u8a3c\u8de1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u898f\u5236\u5f53\u5c40\u306e\u691c\u67fb\u3084\u793e\u5185\u30ec\u30d3\u30e5\u30fc\u3092\u30b5\u30dd\u30fc\u30c8<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u4fdd\u8b77\u8981\u4ef6\u3082\u540c\u69d8\u306b\u91cd\u8981\u3067\u3059\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u5c55\u958b\u3001\u9759\u6b62\u6642\u304a\u3088\u3073\u8ee2\u9001\u6642\u306e\u6697\u53f7\u5316\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u8a73\u7d30\u306a\u76e3\u67fb\u30ed\u30b0\u3092\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u308c\u3089\u306eCRM\u6a5f\u80fd\u306f\u9867\u5ba2\u60c5\u5831\u3092\u4fdd\u8b77\u3057\u3001\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306b\u771f\u5263\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u3053\u3068\u3092\u898f\u5236\u5f53\u5c40\u306b\u8a3c\u660e\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306b\u958b\u767a\u3055\u308c\u307e\u3057\u305f\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u7d71\u5408\u3055\u308c\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30af\u30e9\u30a6\u30c9\u3084\u793e\u5185\u3067\u306e\u67d4\u8edf\u306a\u904b\u7528\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u5927\u898f\u6a21\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u5fc5\u8981\u3068\u3059\u308b\u4e00\u822c\u7684\u306aCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u3059\u3050\u306b\u8a2d\u5b9a\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u304a\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u305d\u308c\u305e\u308c\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3084\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30b7\u30b9\u30c6\u30e0\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3057\u3001\u9069\u5fdc\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f8b\u3048\u3070\u30012026 \u5e74\u7b2c 3 \u56db\u534a\u671f\u306b 3 \u30f6\u6708\u9593\u306e\u6982\u5ff5\u5b9f\u8a3c\u3092\u884c\u3046\u306a\u3069\u3001\u6c7a\u3081\u3089\u308c\u305f\u671f\u9593\u4e2d\u306b\u69cb\u9020\u5316\u3055\u308c\u305f\u8a55\u4fa1\u30d7\u30ed\u30bb\u30b9\u3092\u5b9f\u884c\u3059\u308b\u3002\u62bd\u8c61\u7684\u306a\u30c7\u30e2\u3067\u306f\u306a\u304f\u3001\u5b9f\u969b\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u30b5\u30f3\u30d7\u30eb\u3092\u4f7f\u7528\u3059\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001CRO\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u7279\u5b9a\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u51e6\u7406\u3059\u308b\u304b\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-13.png\" alt=\"\u91d1\u878d\u6a5f\u95a2\u306b\u304a\u3051\u308bCRM\u306e\u5c0e\u5165\u65b9\u6cd5\" class=\"wp-image-48988\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-13.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-13-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-13-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-4-design-your-data-model-and-integration-architecture\">\u30b9\u30c6\u30c3\u30d74\uff1a\u30c7\u30fc\u30bf\u30e2\u30c7\u30eb\u3068\u7d71\u5408\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u8a2d\u8a08<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u4f1a\u793e\u306f\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u8a3c\u5238\u4ee3\u884c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001E\u30e1\u30fc\u30eb\u30fb\u30b5\u30fc\u30d0\u30fc\u306a\u3069\u306b\u65ad\u7247\u7684\u306a\u30c7\u30fc\u30bf\u3092\u5206\u6563\u3055\u305b\u3066\u3044\u308b\u3053\u3068\u304c\u591a\u3044\u3002CRM\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001\u3053\u308c\u3089\u306e\u60c5\u5831\u3092\u9996\u5c3e\u4e00\u8cab\u3057\u305f\u30c7\u30fc\u30bf\u30e2\u30c7\u30eb\u306b\u7d71\u4e00\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u30fb\u30e2\u30c7\u30eb\u306f\u4e3b\u8981\u306a\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u3092\u30ab\u30d0\u30fc\u3059\u308b\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\uff08\u500b\u4eba\u3001\u4e16\u5e2f\u3001\u6cd5\u4eba\uff09<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\uff08\u4e00\u4efb\u30de\u30f3\u30c7\u30fc\u30c8\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30a2\u30ab\u30a6\u30f3\u30c8\u3001\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\uff09<\/li>\n\n\n\n<li>\u5546\u54c1\uff08\u6295\u8cc7\u5546\u54c1\u3001\u30ed\u30fc\u30f3\u3001\u4fdd\u967a\uff09<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u6295\u8cc7\u76ee\u7684<\/li>\n\n\n\n<li>KYC\u8a18\u9332\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8<\/li>\n\n\n\n<li>\u4ea4\u6d41\uff08\u4f1a\u8b70\u3001\u96fb\u8a71\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u6587\u66f8\u306e\u4ea4\u63db\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">API\u307e\u305f\u306f\u30d5\u30a1\u30a4\u30eb\u30d9\u30fc\u30b9\u306e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3092\u901a\u3058\u3066\u3001CRM\u304c\u65e2\u5b58\u306e\u30c4\u30fc\u30eb\u306b\u3069\u306e\u3088\u3046\u306b\u63a5\u7d9a\u3059\u308b\u304b\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3002\u4e00\u822c\u7684\u306a\u7d71\u5408\u306b\u306f\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30d7\u30e9\u30c3 \u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u6ce8\u6587\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3001\u4f1a\u8a08\u30bd\u30d5\u30c8\u3001\u96fb\u5b50\u7f72\u540d\u30c4\u30fc\u30eb\u306a\u3069\u304c\u3042\u308b\u3002\u5404\u7d71\u5408\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u6b63\u78ba\u304b\u3064\u5b89\u5168\u306b\u6d41\u308c\u308b\u3088\u3046\u306b\u6ce8\u610f\u6df1\u304f\u8a2d\u8a08\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2015\u5e74\u4ee5\u964d\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3001\u53d6\u5f15\u3001\u6587\u66f8\u3092CRM\u3067\u4e00\u8cab\u3057\u3066\u7167\u5408\u3067\u304d\u308b\u3088\u3046\u3001\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u5358\u4e00\u306e\u9867\u5ba2\u8b58\u5225\u5b50\u3092\u78ba\u7acb\u3059\u308b\u3002\u3053\u306e\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u306f\u3001\u9577\u671f\u7684\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u628a\u63e1\u3057\u3001\u500b\u5225\u5316\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\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\">\u30c7\u30fc\u30bf\u30a2\u30fc\u30ad\u30c6\u30af\u30c8\u3092\u95a2\u4e0e\u3055\u305b\u3001\u5404\u30c7\u30fc\u30bf\u30bf\u30a4\u30d7\u306e\u4e3b\u8981\u306a\u30bd\u30fc\u30b9\u3068\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u3092\u5b9a\u7fa9\u3059\u308b\u3002\u4f8b\u3048\u3070\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30a8\u30f3\u30b8\u30f3\u304b\u3089\u6bce\u65e5\u53d6\u5f97\u3057\u3001\u9023\u7d61\u5148\u60c5\u5831\u306fCRM\u304b\u3089\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u66f4\u65b0\u3059\u308b\u3002\u30c7\u30fc\u30bf\u306e\u6240\u6709\u6a29\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u30b3\u30f3\u30d5\u30ea\u30af\u30c8\u3092\u9632\u304e\u3001\u30c7\u30fc\u30bf\u54c1\u8cea\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-5-plan-and-execute-secure-data-migration\">\u30b9\u30c6\u30c3\u30d75\uff1a\u5b89\u5168\u306a\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u8a08\u753b\u3068\u5b9f\u884c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0d\u5341\u5206\u306a\u30c7\u30fc\u30bf\u79fb\u884c\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u306eCRM\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u5931\u6557\u3059\u308b\u4e3b\u306a\u539f\u56e0\u306e\u4e00\u3064\u3067\u3059\u3002\u30ec\u30ac\u30b7\u30fc\u30fb\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u30c7\u30fc\u30bf\u79fb\u884c\u306b\u306f\u3001\u614e\u91cd\u306a\u8a08\u753b\u3001\u53b3\u5bc6\u306a\u30af\u30ec\u30f3\u30b8\u30f3\u30b0\u3001\u5f37\u56fa\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u7ba1\u7406\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u306a\u30ec\u30ac\u30b7\u30fc\u30fb\u30bd\u30fc\u30b9\u306b\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a8\u30af\u30bb\u30eb\u306e\u9023\u7d61\u5148\u30ea\u30b9\u30c8\u3068\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8<\/li>\n\n\n\n<li>\u53e4\u3044CRM\u3068\u30b3\u30f3\u30bf\u30af\u30c8\u30fb\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9<\/li>\n\n\n\n<li>\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u8f38\u51fa<\/li>\n\n\n\n<li>\u30ed\u30fc\u30ab\u30eb\u30a2\u30c9\u30ec\u30b9\u5e33\u3068\u96fb\u5b50\u30e1\u30fc\u30eb\u9023\u7d61\u5148<\/li>\n\n\n\n<li>KYC\u30ea\u30dd\u30b8\u30c8\u30ea\u3068\u6587\u66f8\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u3092\u79fb\u884c\u3059\u308b\u524d\u306b\u3001\u30c7\u30fc\u30bf\u30af\u30ec\u30f3\u30b8\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30b7\u30e7\u30c3\u30d7\u3092\u958b\u50ac\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u540c\u4e00\u9867\u5ba2\u306e\u91cd\u8907\u30ec\u30b3\u30fc\u30c9\u3092\u524a\u9664\u3057\u3001\u30ec\u30b3\u30fc\u30c9\u3092\u30de\u30fc\u30b8\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u53e4\u3044\u4f4f\u6240\u3084\u9023\u7d61\u5148\u306e\u8a73\u7d30\u3092\u4fee\u6b63\u3059\u308b<\/li>\n\n\n\n<li>\u7a4d\u6975\u7684\u306a\u7ba1\u7406\u3092\u5fc5\u8981\u3068\u3057\u306a\u304f\u306a\u3063\u305f\u4f11\u7720\u95a2\u4fc2\u3092\u9589\u3058\u308b<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u683c\u4ed8\u3051\u3001\u6295\u8cc7\u76ee\u7684\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306a\u3069\u306e\u5206\u91ce\u306e\u6a19\u6e96\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bb5\u968e\u7684\u306a\u79fb\u884c\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u7528\u3044\u308b\u3002\u4f8b\u3048\u3070\u30012026\u5e745\u6708\u306b1\u3064\u306e\u5730\u57df\u307e\u305f\u306f\u9650\u5b9a\u3055\u308c\u305f\u9867\u5ba2\u5e33\u7c3f\u3092\u79fb\u884c\u3059\u308b\u306a\u3069\u3001\u8a66\u9a13\u7684\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u304b\u3089\u59cb\u3081\u308b\u3002\u7d50\u679c\u3092\u691c\u8a3c\u3057\u3001\u554f\u984c\u3092\u4fee\u6b63\u3057\u305f\u5f8c\u3001\u5168\u9867\u5ba2\u306b\u5c55\u958b\u3059\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u3001\u5168\u793e\u7684\u306a\u7acb\u3061\u4e0a\u3052\u306e\u524d\u306b\u30d7\u30ed\u30bb\u30b9\u3092\u6539\u826f\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u79fb\u884c\u6642\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u6700\u91cd\u8981\u3067\u3059\u3002\u8ee2\u9001\u4e2d\u304a\u3088\u3073\u9759\u6b62\u4e2d\u306e\u3059\u3079\u3066\u306e\u30d5\u30a1\u30a4\u30eb\u3092\u6697\u53f7\u5316\u3059\u308b\u3002\u6587\u66f8\u5316\u3055\u308c\u305f\u6a29\u9650\u3092\u6301\u3064\u79fb\u884c\u30c1\u30fc\u30e0\u306b\u30a2\u30af\u30bb\u30b9\u3092\u5236\u9650\u3059\u308b\u3002\u672c\u756a\u7a3c\u52d5\u5f8c\u3001\u4e00\u6642\u7684\u306a\u30b3\u30d4\u30fc\u304c\u5b89\u5168\u306b\u524a\u9664\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u7ba1\u7406\u306b\u3088\u308a\u3001\u9867\u5ba2\u60c5\u5831\u3092\u4fdd\u8b77\u3057\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u306b\u5bfe\u3059\u308b\u8cb4\u793e\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u793a\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-6-configure-crm-for-onboarding-kyc-and-portfolio-management\">\u30b9\u30c6\u30c3\u30d76\uff1a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306e\u305f\u3081\u306eCRM\u306e\u8a2d\u5b9a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u306f\u3001Crm\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u5fa1\u793e\u306e\u8ca1\u52d9\u30d3\u30b8\u30cd\u30b9\u306b\u7279\u5316\u3057\u305f\u3082\u306e\u306b\u306a\u308b\u3068\u3053\u308d\u3067\u3059\u3002\u3053\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u306f\u3001\u30d5\u30a9\u30fc\u30e0\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u81ea\u52d5\u5316\u30eb\u30fc\u30eb\u306a\u3069\u3001\u8cb4\u793e\u306e\u696d\u52d9\u30e2\u30c7\u30eb\u306b\u5408\u3063\u305f\u3082\u306e\u3092\u8a2d\u5b9a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u6d41\u308c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u60c5\u5831\u306e\u53ce\u96c6\u3001\u66f8\u985e\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u96fb\u5b50\u7f72\u540d\u3001\u81ea\u52d5KYC\u30c1\u30a7\u30c3\u30af\u306e\u305f\u3081\u306e\u30aa\u30f3\u30e9\u30a4\u30f3\u30d5\u30a9\u30fc\u30e0\u3092\u8a2d\u5b9a\u3057\u307e\u3059\u3002\u500b\u4eba\u3001\u6cd5\u4eba\u3001\u4fe1\u8a17\u3054\u3068\u306b\u30d5\u30ed\u30fc\u3092\u4f5c\u6210\u3057\u3001\u305d\u308c\u305e\u308c\u306b\u9069\u5207\u306a\u30d5\u30a3\u30fc\u30eb\u30c9\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3092\u8a2d\u5b9a\u3059\u308b\u3002\u3046\u307e\u304f\u8a2d\u8a08\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306b\u3088\u308a\u3001\u9867\u5ba2\u96e2\u308c\u309240\uff05\u524a\u6e1b\u3057\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>KYC\u30a2\u30f3\u30b1\u30fc\u30c8<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u793e\u5185\u30dd\u30ea\u30b7\u30fc\u306b\u6cbf\u3063\u305f\u6a19\u6e96\u5316\u3055\u308c\u305f KYC \u30a2\u30f3\u30b1\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3002\u5bcc\u306e\u6e90\u6cc9\u306b\u95a2\u3059\u308b\u8cea\u554f\u3001\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u3066\u3044\u308b\u4eba\u7269\u306e\u30c1\u30a7\u30c3\u30af\u3001\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u30fb\u30ed\u30b8\u30c3\u30af\u3092\u542b\u3080\u3002\u3053\u308c\u3089\u3092 CRM \u5185\u306b\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3068\u3057\u3066\u5b9f\u88c5\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u304c\u898f\u5236\u306e\u9032\u5316\u306b\u5408\u308f\u305b\u3066\u7c21\u5358\u306b\u66f4\u65b0\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u7d71\u5408<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u63a5\u7d9a\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u4fdd\u6709\u9298\u67c4\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u9069\u5408\u6027\u30d5\u30e9\u30b0\u3092\u9867\u5ba2\u30ec\u30b3\u30fc\u30c9\u5185\u3067\u76f4\u63a5\u78ba\u8a8d\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u682a\u5f0f\u304a\u3088\u3073\u50b5\u5238\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<\/li>\n\n\n\n<li>\u7279\u5b9a\u306e\u6295\u8cc7\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u3092\u6301\u3064\u4e00\u4efb\u5951\u7d04<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u5225\u306e\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u8996\u899a\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30b3\u30fc\u30c9\u306a\u3057\u306e\u81ea\u52d5\u5316\u3001\u627f\u8a8d\u30c1\u30a7\u30fc\u30f3\u3067\u69cb\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u53e3\u5ea7\u304c\u30a2\u30af\u30c6\u30a3\u30d6\u306b\u306a\u308b\u524d\u306b\u3001\u9ad8\u30ea\u30b9\u30af\u306e\u9867\u5ba2\u3084\u8907\u96d1\u306a\u5546\u54c1\u3092\u627f\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30d3\u30b8\u30cd\u30b9\u30eb\u30fc\u30eb\u304c\u4e00\u8cab\u3057\u3066\u9069\u7528\u3055\u308c\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-7-build-client-communication-marketing-and-service-processes\">\u30b9\u30c6\u30c3\u30d77\uff1a\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30bb\u30b9\u306e\u69cb\u7bc9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u8cab\u6027\u306e\u3042\u308b\u6587\u66f8\u5316\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u898f\u5236\u5f53\u5c40\u306e\u30a8\u30d3\u30c7\u30f3\u30b9\u306e\u4e21\u9762\u3067\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u3059\u3079\u3066\u306e\u3084\u308a\u3068\u308a\u306fCRM\u306b\u53d6\u308a\u8fbc\u307e\u308c\u3001\u5404\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u5b8c\u5168\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3092\u4f5c\u6210\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">E\u30e1\u30fc\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u30a2\u30b8\u30a7\u30f3\u30c0\u3001\u901a\u8a71\u30e1\u30e2\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u3059\u3079\u3066\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u304c\u8a18\u9332\u3055\u308c\u307e\u3059\u3002\u30d3\u30c7\u30aa\u4f1a\u8b70\u3084\u30bb\u30ad\u30e5\u30a2\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u306a\u3069\u306e\u30c1\u30e3\u30f3\u30cd\u30eb\u3082\u542b\u3081\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u6587\u66f8\u5316\u306f\u3001\u898f\u5236\u5f53\u5c40\u306e\u76e3\u67fb\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u540c\u50da\u304c\u4e0d\u5728\u306e\u5834\u5408\u3067\u3082\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u7d99\u7d9a\u6027\u3092\u7dad\u6301\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3068\u30bf\u30fc\u30b2\u30c6\u30a3\u30f3\u30b0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u4f7f\u3063\u3066\u3001\u6b21\u306e\u3088\u3046\u306a\u30b0\u30eb\u30fc\u30d7\u3092\u4f5c\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b9\u30a4\u30b9\u306e\u5bcc\u88d5\u5c64<\/li>\n\n\n\n<li>\u4e2d\u6771\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9<\/li>\n\n\n\n<li>\u6b27\u5dde\u9023\u5408\u306e\u5bcc\u88d5\u5c64\u9867\u5ba2<\/li>\n\n\n\n<li>\u7279\u5b9a\u306e\u5546\u54c1\u306b\u95a2\u5fc3\u306e\u3042\u308b\u6a5f\u95a2\u6295\u8cc7\u5bb6<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u3063\u3066\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3084\u3001\u5404\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u97ff\u304f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u63d0\u6848\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u3092\u6d3b\u7528\u3057\u3066<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8cc7\u898b\u901a\u3057\u3092\u56db\u534a\u671f\u3054\u3068\u306b\u81ea\u52d5\u9001\u4fe1<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30d3\u30e5\u30fc\u306e\u524d\u306b\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306e\u30c8\u30ea\u30ac\u30fc<\/li>\n\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u65b0\u3057\u3044\u8cc7\u7523\u984d\u306b\u9054\u3057\u305f\u3068\u304d\u306b\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u958b\u59cb\u3059\u308b<\/li>\n\n\n\n<li>\u6295\u8cc7\u5bb6\u306e\u95a2\u5fc3\u306b\u57fa\u3065\u3044\u305f\u6559\u80b2\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u63d0\u4f9b\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b5\u30fc\u30d3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f4f\u6240\u5909\u66f4\u3001\u5b9a\u671f\u6ce8\u6587\u306e\u66f4\u65b0\u3001\u82e6\u60c5\u51e6\u7406\u306a\u3069\u306e\u30eb\u30fc\u30c1\u30f3\u30fb\u30bf\u30b9\u30af\u306e\u305f\u3081\u306e\u30b5\u30fc\u30d3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u69cb\u7bc9\u3057\u307e\u3059\u3002CRM\u5185\u3067\u5fdc\u7b54\u6642\u9593\u306e\u76ee\u6a19\u3068\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30d1\u30b9\u3092\u5b9a\u7fa9\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u9867\u5ba2\u30d9\u30fc\u30b9\u5168\u4f53\u3067\u4e00\u8cab\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-8-incorporate-compliance-risk-and-audit-requirements\">\u30b9\u30c6\u30c3\u30d78\uff1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u3001\u76e3\u67fb\u8981\u4ef6\u306e\u7d44\u307f\u8fbc\u307f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001CRM \u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30b7\u30b9\u30c6\u30e0\u3067\u3082\u3042\u308a\u3001\u898f\u5236\u5f53\u5c40\u3084\u5185\u90e8\u30ea\u30b9\u30af\u30fb\u30c1\u30fc\u30e0\u306b\u3088\u308b\u76e3\u67fb\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u4e8c\u91cd\u306e\u76ee\u7684\u3092\u6301\u3064CRM\u306f\u3001\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3068\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u6a5f\u80fd\u3092\u614e\u91cd\u306b\u8a2d\u5b9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b21\u306b\u9032\u3080\u524d\u306b\u5fc5\u305a\u5165\u529b\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u5fc5\u9808\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u8a2d\u5b9a\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8cbf\u6613\u63d0\u6848\u524d\u306e\u9069\u5408\u6027\u8a55\u4fa1<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5909\u66f4\u524d\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306e\u6587\u66f8\u5316<\/li>\n\n\n\n<li>\u5546\u54c1\u63a8\u5968\u524d\u306e\u6295\u8cc7\u76ee\u7684<\/li>\n\n\n\n<li>\u8907\u96d1\u306a\u5546\u54c1\u306b\u95a2\u3059\u308b\u60c5\u5831\u958b\u793a\u306e\u8b1d\u8f9e<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u76e3\u67fb\u8a3c\u8de1\u3092\u6709\u52b9\u306b\u3057\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3001KYC\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u304a\u3088\u3073\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u63a8\u5968\u4e8b\u9805\u306b\u5bfe\u3059\u308b\u3059\u3079\u3066\u306e\u5909\u66f4\u3092\u8a18\u9332\u3059\u308b\u3002\u5404\u30ed\u30b0\u9805\u76ee\u306b\u306f\u3001\u5f8c\u3067\u78ba\u8a8d\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u62c5\u5f53\u30e6\u30fc\u30b6\u30fc\u3092\u542b\u3081\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u3053\u306e\u6587\u66f8\u5316\u306f\u3001\u898f\u5236\u5f53\u5c40\u306e\u691c\u67fb\u6642\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u8a3c\u660e\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u30a2\u30e9\u30fc\u30c8\u306e\u8a2d\u5b9a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u66f4\u65b0\u304c\u5fc5\u8981\u306aKYC\u66f8\u985e\u306e\u671f\u9650\u5207\u308c<\/li>\n\n\n\n<li>\u8abf\u67fb\u304c\u5fc5\u8981\u3068\u601d\u308f\u308c\u308b\u7570\u5e38\u306a\u53d6\u5f15\u30d1\u30bf\u30fc\u30f3<\/li>\n\n\n\n<li>\u8907\u96d1\u306a\u5546\u54c1\u307e\u305f\u306f\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u5546\u54c1\u306e\u958b\u793a\u6f0f\u308c<\/li>\n\n\n\n<li>\u898f\u5236\u306e\u3057\u304d\u3044\u5024\u306b\u8fd1\u3065\u3044\u3066\u3044\u308b\u9867\u5ba2<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u4f5c\u6210\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6307\u6a19\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u8868\u793a\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30e1\u30fc\u30c8\u30eb<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u8aac\u660e<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC\u30b9\u30c6\u30fc\u30bf\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\u5e74\u306b\u6700\u65b0\u306eKYC\u3092\u5b9f\u65bd\u3057\u3066\u3044\u308b\u9867\u5ba2\u306e\u5272\u5408<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u672a\u89e3\u6c7a\u30a2\u30e9\u30fc\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u89e3\u6c7a\u5f85\u3061\u306e\u30a2\u30e9\u30fc\u30c8\u6570<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u627f\u8a8d\u5f85\u3061<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ad\u30e5\u30fc\u5185\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u627f\u8a8d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u30ae\u30e3\u30c3\u30d7<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5fc5\u8981\u306a\u9069\u5408\u6027\u6587\u66f8\u304c\u306a\u3044\u9867\u5ba2<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-9-train-relationship-managers-and-back-office-teams\">\u30b9\u30c6\u30c3\u30d79\uff1a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u30fb\u30c1\u30fc\u30e0\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5c0e\u5165\u306f\u4eba\u306b\u3088\u308b\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u30fb\u30c1\u30fc\u30e0\u306f\u3001CRM\u304c\u6642\u9593\u3092\u7bc0\u7d04\u3057\u3001\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3059\u308b\u5834\u5408\u306b\u306e\u307f\u3001CRM\u3092\u63a1\u7528\u3059\u308b\u3002\u9069\u5207\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3078\u306e\u6295\u8cc7\u3068\u5b9f\u969b\u306e\u30d3\u30b8\u30cd\u30b9\u4fa1\u5024\u306e\u67b6\u3051\u6a4b\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f79\u5272\u306b\u5fdc\u3058\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u63a8\u5968\u3059\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u5f79\u5272<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u7126\u70b9<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30c9\u30ad\u30e5\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u66f8\u7ba1\u7406\u3001\u30bf\u30b9\u30af\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3001\u9867\u5ba2\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30b9\u30bf\u30c3\u30d5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30e9\u30fc\u30c8\u7ba1\u7406\u3001KYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u76e3\u67fb\u5831\u544a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>IT\u30b5\u30dd\u30fc\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u5408\u306e\u30c8\u30e9\u30d6\u30eb\u30b7\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30e6\u30fc\u30b6\u30fc\u7ba1\u7406<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9f\u969b\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u4f7f\u7528\u3057\u305f\u5c11\u4eba\u6570\u5236\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30bb\u30c3\u30b7\u30e7\u30f3\u3092\u5b9f\u65bd\u3059\u308b\u3002\u4f8b\u3048\u3070\u3001\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u304b\u3089\u306e\u65b0\u898f\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3084\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u4f9d\u983c\u306e\u5b9f\u884c\u3092\u30a6\u30a9\u30fc\u30af\u30b9\u30eb\u30fc\u3059\u308b\u3002\u65e5\u5e38\u696d\u52d9\u306b\u7d50\u3073\u3064\u304b\u306a\u3044\u3088\u3046\u306a\u4e00\u822c\u7684\u306a\u6a5f\u80fd\u30c4\u30a2\u30fc\u306f\u907f\u3051\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5404\u90e8\u9580\u306eCRM\u30c1\u30e3\u30f3\u30d4\u30aa\u30f3\u30cd\u30c3\u30c8\u30ef\u30fc\u30af<\/li>\n\n\n\n<li>\u30d8\u30eb\u30d7\u30c7\u30b9\u30af<\/li>\n\n\n\n<li>\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u76f4\u63a5\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u77ed\u3044\u30d3\u30c7\u30aa\u30c1\u30e5\u30fc\u30c8\u30ea\u30a2\u30eb<\/li>\n\n\n\n<li>\u65b0\u3057\u3044CRM\u30c4\u30fc\u30eb\u3084\u6a5f\u80fd\u304c\u30ea\u30ea\u30fc\u30b9\u3055\u308c\u308b\u305f\u3073\u306b\u3001\u5b9a\u671f\u7684\u306b\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30fb\u30bb\u30c3\u30b7\u30e7\u30f3\u3092\u5b9f\u65bd<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ed\u30b0\u30a4\u30f3\u306e\u983b\u5ea6\u3001CRM \u306b\u8a18\u9332\u3055\u308c\u305f\u4f1a\u8b70\u306e\u5272\u5408\u3001\u5bfe\u8a71\u30ce\u30fc\u30c8\u306e\u5b8c\u5168\u6027\u306a\u3069\u3001\u5358\u7d14\u306a\u6307\u6a19\u3067\u30e6\u30fc \u30b6\u30fc\u306e\u63a1\u7528\u3092\u6e2c\u5b9a\u3059\u308b\u30022026\u5e74\u306e\u696d\u7e3e\u8a55\u4fa1\u3067\u3053\u308c\u3089\u306e\u6307\u6a19\u3092\u4f7f\u7528\u3057\u3001\u5305\u62ec\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u91cd\u8981\u6027\u3092\u5f37\u5316\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u6210\u529f\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-10-go-live-monitor-and-continuously-improve\">\u30b9\u30c6\u30c3\u30d710\uff1a\u672c\u756a\u7a3c\u52d5\u3001\u76e3\u8996\u3001\u7d99\u7d9a\u7684\u6539\u5584<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001\u30c7\u30fc\u30bf\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304c\u4e00\u4f53\u3068\u306a\u308b\u30dd\u30a4\u30f3\u30c8\u3067\u3042\u308b\u3002\u5927\u898f\u6a21\u306a\u6a5f\u95a2\u306e\u5834\u5408\u3001\u6bb5\u968e\u7684\u306a\u672c\u756a\u7a3c\u52d5\u306f\u3001\u30d3\u30c3\u30b0\u30d0\u30f3\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u6bd4\u3079\u3066\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u306a\u6bb5\u968e\u7684\u8a08\u753b\u306f\u6b21\u306e\u3088\u3046\u306a\u3082\u306e\u3060\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30d5\u30a7\u30fc\u30ba<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30b3\u30fc\u30d7<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30d1\u30a4\u30ed\u30c3\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>1\u30f6\u6708\u76ee<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e00\u3064\u306e\u4e8b\u696d\u90e8\u9580\u307e\u305f\u306f\u56fd<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ec\u30d3\u30e5\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2\u30f6\u6708\u76ee<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u554f\u984c\u3092\u89e3\u6c7a\u3057\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u6539\u5584\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u62e1\u5927<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>3\u30f6\u6708\u76ee<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8ffd\u52a0\u4e8b\u696d\u4f53\u3078\u306e\u5c55\u958b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30d5\u30eb\u5c55\u958b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>4\u30ab\u6708\u76ee\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f01\u696d\u5168\u4f53\u3092\u30ab\u30d0\u30fc<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u8a2d\u5b9a\u3057\u3066\u8ffd\u8de1\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b7\u30b9\u30c6\u30e0\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u7a3c\u50cd\u6642\u9593<\/li>\n\n\n\n<li>\u30e6\u30fc\u30b6\u30fc\u306e\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u3068\u63a1\u7528\u7387<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u54c1\u8cea\u30e1\u30c8\u30ea\u30af\u30b9<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u3084NPS\u30b9\u30b3\u30a2\u306a\u3069\u306e\u4e3b\u8981\u306a\u30d3\u30b8\u30cd\u30b9\u6210\u679c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d3\u30b8\u30cd\u30b9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001IT \u30ea\u30fc\u30c0\u30fc\u304c\u53c2\u52a0\u3059\u308b\u56db\u534a\u671f\u3054\u3068\u306e CRM \u904b\u55b6\u59d4\u54e1\u4f1a\u3092\u8a2d\u7f6e\u3059\u308b\u3002\u3053\u306e\u59d4\u54e1\u4f1a\u306f\u3001\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u30ec\u30d3\u30e5\u30fc\u3057\u3001\u6a5f\u80fd\u5f37\u5316\u306e\u512a\u5148\u9806\u4f4d\u3092\u6c7a\u5b9a\u3057\u3001\u65b0\u3057\u3044\u81ea\u52d5\u5316\u306e\u30a2\u30a4\u30c7\u30a2\u3092\u627f\u8a8d\u3059\u308b\u3002\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3059\u308b\u3053\u3068\u3067\u3001\u5909\u5316\u3059\u308b\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30b7\u30b9\u30c6\u30e0\u3092\u9032\u5316\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u4f1a\u793e\u306f\u3001\u65b0\u3057\u3044AI\u6a5f\u80fd\u3001\u30ec\u30dd\u30fc\u30c8\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u53cd\u5fa9\u7684\u306b\u5c55\u958b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u7d99\u7d9a\u7684\u306a\u6539\u5584\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u30012026\u5e74\u4ee5\u964d\u3082CRM\u306f\u9032\u5316\u3059\u308b\u5546\u54c1\u3001\u898f\u5236\u3001\u9867\u5ba2\u306e\u671f\u5f85\u306b\u6cbf\u3063\u305f\u3082\u306e\u3068\u306a\u308a\u307e\u3059\u3002\u30b7\u30b9\u30c6\u30e0\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u30e6\u30fc\u30b6\u30fc\u666e\u53ca\u7387\u3092\u7d99\u7d9a\u7684\u306b\u30e2\u30cb\u30bf\u30fc\u3057\u3001\u5f37\u5316\u306e\u6a5f\u4f1a\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u3092\u5fd8\u308c\u306a\u3044\u3067\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leveraging-ai-and-automation-in-a-financial-crm\">\u91d1\u878dCRM\u306b\u304a\u3051\u308bAI\u3068\u81ea\u52d5\u5316\u306e\u6d3b\u7528<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u4fdd\u967a\u696d\u754c\u306b\u304a\u3044\u3066\u3001\u30d0\u30ba\u30ef\u30fc\u30c9\u304b\u3089\u65e5\u5e38\u7684\u306a\u30c4\u30fc\u30eb\u3078\u3068\u79fb\u884c\u3057\u3064\u3064\u3042\u308b\u3002\u6700\u65b0\u306eCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u6a5f\u68b0\u5b66\u7fd2\u3092\u4f7f\u3063\u3066\u30c7\u30fc\u30bf\u5206\u6790\u3092\u5f37\u5316\u3057\u3001\u9867\u5ba2\u306e\u884c\u52d5\u3092\u4e88\u6e2c\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u306aAI\u306e\u4f7f\u7528\u4f8b\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9867\u5ba2\u306e\u95a2\u5fc3\u3092\u4e88\u6e2c\u3059\u308b<\/strong> \u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3084\u53d6\u5f15\u5c65\u6b74\u306b\u57fa\u3065\u304d\u3001\u3069\u306e\u9867\u5ba2\u304c\u65b0\u3057\u3044\u4ed5\u7d44\u307f\u5546\u54c1\u306b\u53cd\u5fdc\u3059\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u304b\u3092\u7279\u5b9a\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u6b21\u5584\u306e\u7b56\uff1a<\/strong> \u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3084\u6700\u8fd1\u306e\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30a4\u30d9\u30f3\u30c8\u306b\u57fa\u3065\u3044\u3066\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u8b70\u8ad6\u3059\u3079\u304d\u3053\u3068\u3084\u63a8\u5968\u3059\u3079\u304d\u3053\u3068\u3092\u63d0\u6848\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u4ea4\u6d41\u306e\u8981\u7d04\uff1a<\/strong> \u4f1a\u8b70\u306e\u524d\u306b\u9577\u3044\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3092\u81ea\u52d5\u7684\u306b\u8981\u7d04\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u6e96\u5099\u4e07\u7aef\u3067\u4f1a\u8b70\u306b\u81e8\u3081\u308b\u3088\u3046\u306b\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u30ea\u30b9\u30af\u30b7\u30b0\u30ca\u30eb\uff1a<\/strong> \u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30d1\u30bf\u30fc\u30f3\u306b\u57fa\u3065\u304d\u3001\u9867\u5ba2\u6e1b\u5c11\u306e\u53ef\u80fd\u6027\u304c\u3042\u308b\u6f5c\u5728\u9867\u5ba2\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u4ecb\u5165\u306a\u3057\u306b\u3001\u53cd\u5fa9\u7684\u306a\u30eb\u30fc\u30c1\u30f3\u4f5c\u696d\u3092\u51e6\u7406\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u5f8c\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30fb\u30ea\u30de\u30a4\u30f3\u30c0\u30fc<\/li>\n\n\n\n<li>KYC\u66f4\u65b0\u306e\u305f\u3081\u306e\u66f8\u985e\u53ce\u96c6\u4f9d\u983c<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u66f4\u65b0\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb<\/li>\n\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30a4\u30d9\u30f3\u30c8\u306b\u57fa\u3065\u3044\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c8\u3055\u308c\u3066\u3044\u308b\u30c7\u30fc\u30bf\u4e0a\u3067\u52d5\u4f5c\u3059\u308bAI\u99c6\u52d5\u578b\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u5185\u90e8\u30ea\u30b9\u30af\u30dd\u30ea\u30b7\u30fc\u3092\u5c0a\u91cd\u3057\u306a\u304c\u3089\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u81ea\u52d5\u5316\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u306e\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u3068\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u306e\u7d44\u307f\u5408\u308f\u305b\u306f\u3001\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u78ba\u306a\u4eba\u7684\u76e3\u8996\u306e\u3082\u3068\u3001\u7ba1\u7406\u3055\u308c\u305f\u30d1\u30a4\u30ed\u30c3\u30c8\u3067AI\u3092\u5c0e\u5165\u3059\u308b\u3002AI\u3068CRM\u306e\u7d71\u5408\u3092\u30d3\u30b8\u30cd\u30b9\u30fb\u30b4\u30fc\u30eb\u3068\u6574\u5408\u3055\u305b\u3001\u3088\u308a\u826f\u3044\u7d50\u679c\u3092\u5f97\u308b\u305f\u3081\u306b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u5c0e\u5165\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u6226\u7565\u7684\u306a\u8a08\u753b\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002AI\u306b\u3088\u308b\u610f\u601d\u6c7a\u5b9a\u304c\u3001\u6709\u8cc7\u683c\u306e\u91d1\u878d\u5c02\u9580\u5bb6\u306e\u5224\u65ad\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u3069\u306e\u3088\u3046\u306b\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u304b\u3092\u6587\u66f8\u5316\u3059\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u4fe1\u983c\u3092\u7bc9\u304d\u3001\u898f\u5236\u9075\u5b88\u3092\u78ba\u5b9f\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-many-financial-firms-choose-investglass-for-crm-implementation\">\u591a\u304f\u306e\u91d1\u878d\u4f1a\u793e\u304cCRM\u5c0e\u5165\u306bInvestGlass\u3092\u9078\u3076\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u4f1a\u793e\u306f\u3001\u4e00\u822c\u7684\u306a\u30bb\u30fc\u30eb\u30b9\u30fb\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3060\u3051\u3067\u306a\u304f\u3001\u898f\u5236\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u7406\u89e3\u3057\u3066\u3044\u308bCrm\u30d9\u30f3\u30c0\u30fc\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002\u4e00\u822c\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u5927\u898f\u6a21\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u5fc5\u8981\u3067\u3001\u898f\u5236\u5f53\u5c40\u304c\u671f\u5f85\u3059\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u304c\u6b20\u3051\u3066\u3044\u308b\u3053\u3068\u304c\u591a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406Crm\u3001\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c4\u30fc\u30eb\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30921\u3064\u306e\u74b0\u5883\u306b\u7d71\u5408\u3057\u305f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3Crm\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u4e3b\u306a\u5dee\u5225\u5316\u8981\u56e0\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29<\/strong> \u30b9\u30a4\u30b9\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u5c55\u958b<\/li>\n\n\n\n<li><strong>\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u4fdd\u8a3c<\/strong> \u6b27\u5dde\u304a\u3088\u3073\u30b9\u30a4\u30b9\u306e\u898f\u5236\u5f53\u5c40\u306e\u671f\u5f85\u3068\u306e\u5f37\u3044\u6574\u5408\u6027<\/li>\n\n\n\n<li><strong>\u3059\u3079\u30661\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\uff1a<\/strong> \u8907\u6570\u306e\u30c4\u30fc\u30eb\u3084\u8907\u96d1\u306a\u7d71\u5408\u3092\u4f7f\u3044\u3053\u306a\u3059\u5fc5\u8981\u304c\u306a\u3044<\/li>\n\n\n\n<li><strong>\u8ca1\u52d9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\uff1a<\/strong> \u9069\u5408\u6027\u3001KYC\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306e\u4e8b\u524d\u69cb\u7bc9\u6e08\u307f\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u3001\u72ec\u7acb\u7cfb\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u4fdd\u967a\u4f1a\u793e\u306fInvestGlass\u3092\u4f7f\u7528\u3057\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u77ed\u7e2e\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30a8\u30d3\u30c7\u30f3\u30b9\u3092\u6539\u5584\u3057\u3001\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u3068\u30bf\u30d6\u30ec\u30c3\u30c8\u3067\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u9867\u5ba2\u3092\u4e00\u671b\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4e2d\u5c0f\u4f01\u696d\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u5927\u624b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f1a\u793e\u306e\u4e21\u65b9\u3092\u540c\u7b49\u306e\u52b9\u679c\u3067\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u69cb\u9020\u5316\u3055\u308c\u305f\u8a66\u9a13\u7684\u5c0e\u5165\u3092\u3054\u691c\u8a0e\u304f\u3060\u3055\u3044\u3002\u6a5f\u95a2\u5168\u4f53\u306b\u5c55\u958b\u3059\u308b\u524d\u306b\u3001\u5b9a\u7fa9\u3055\u308c\u305f\u30d3\u30b8\u30cd\u30b9\u30e6\u30cb\u30c3\u30c8\u30683\u30f6\u6708\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u4f7f\u7528\u3057\u3066\u4fa1\u5024\u3092\u8a3c\u660e\u3057\u307e\u3059\u3002\u3053\u306eCRM\u6295\u8cc7\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u76ee\u306b\u898b\u3048\u308b\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u5b9f\u8a3c\u3057\u306a\u304c\u3089\u3001\u30ea\u30b9\u30af\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-summary-building-a-compliant-client-centric-crm-foundation\">\u8981\u7d04: \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u9867\u5ba2\u4e2d\u5fc3\u306eCRM\u57fa\u76e4\u306e\u69cb\u7bc9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306b\u304a\u3051\u308bCRM\u306e\u5c0e\u5165\u306f\u3001\u76ee\u7684\u3001\u30d7\u30ed\u30bb\u30b9\u30de\u30c3\u30d4\u30f3\u30b0\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u9078\u629e\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u3001\u30b3\u30f3\u30d5\u30a3\u30b0\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u305d\u3057\u3066\u7d99\u7d9a\u7684\u306a\u6539\u5584\u3092\u542b\u3080\u3001\u8907\u6570\u306e\u30b9\u30c6\u30c3\u30d7\u304b\u3089\u306a\u308b\u65c5\u3067\u3042\u308b\u3002\u5404\u6bb5\u968e\u306f\u524d\u306e\u6bb5\u968e\u3092\u57fa\u790e\u3068\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u6539\u5584\u3068\u6cd5\u4ee4\u9075\u5b88\u306e\u305f\u3081\u306e\u4fe1\u983c\u3067\u304d\u308b\u57fa\u76e4\u3092\u69cb\u7bc9\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5c0e\u5165\u304c\u6210\u529f\u3059\u308c\u3070\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u5f37\u5316\u3055\u308c\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u5411\u4e0a\u3057\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3084\u30b5\u30dd\u30fc\u30c8\u30fb\u30c1\u30fc\u30e0\u306e\u751f\u7523\u6027\u304c\u5411\u4e0a\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3001\u9867\u5ba2\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u7ba1\u7406\u3001\u65b0\u898f\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u822c\u306b\u308f\u305f\u308b\u30b5\u30dd\u30fc\u30c8\u304c\u4e00\u5909\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u6700\u65b0\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30c4\u30fc\u30eb\u3092\u5f37\u529b\u306a\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77\u63aa\u7f6e\u3068\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002\u3053\u306e\u7d44\u307f\u5408\u308f\u305b\u306f\u3001\u898f\u5236\u5f53\u5c40\u304c\u4f01\u696d\u304c\u9867\u5ba2\u306e\u8a73\u7d30\u3084\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u91d1\u878d\u60c5\u5831\u3092\u3069\u306e\u3088\u3046\u306b\u6271\u3046\u304b\u3092\u7cbe\u67fb\u3059\u308b\u4e2d\u3067\u3001\u307e\u3059\u307e\u3059\u91cd\u8981\u306b\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u3001\u5358\u5e74\u5ea6\u3067\u5b8c\u4e86\u3059\u308bIT\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3067\u306f\u306a\u304f\u3001\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\u3084\u6a5f\u80fd\u5f37\u5316\u3092\u884c\u3046\u9577\u671f\u7684\u306a\u6226\u7565\u6295\u8cc7\u3068\u3057\u3066\u6271\u3046\u3002\u91d1\u878d\u696d\u754c\u306f\u9032\u5316\u3057\u7d9a\u3051\u3066\u304a\u308a\u3001CRM\u3082\u305d\u308c\u306b\u5408\u308f\u305b\u3066\u9032\u5316\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u8a55\u4fa1\u3057\u3001\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u306b\u9032\u307f\u307e\u3057\u3087\u3046\u3002\u30c7\u30a3\u30b9\u30ab\u30d0\u30ea\u30fc\u30fb\u30ef\u30fc\u30af\u30b7\u30e7\u30c3\u30d7\u3092\u958b\u50ac\u3057\u3001\u8fc5\u901f\u306a\u6210\u679c\u3092\u78ba\u8a8d\u3057\u3001\u5177\u4f53\u7684\u306a\u8a66\u9a13\u7684\u5c0e\u5165\u3092\u8a08\u753b\u3057\u307e\u3057\u3087\u3046\u3002CRM\u306e\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306b\u679c\u65ad\u306b\u53d6\u308a\u7d44\u3080\u4f01\u696d\u306f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6539\u5584\u3057\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5408\u7406\u5316\u3057\u3001\u6301\u7d9a\u7684\u306a\u4e8b\u696d\u6210\u9577\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306e\u6700\u826f\u306e\u7acb\u5834\u306b\u7acb\u3064\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-about-implementing-crm-in-financial-firms\">\u91d1\u878d\u6a5f\u95a2\u306b\u304a\u3051\u308bCRM\u5c0e\u5165\u306b\u95a2\u3059\u308b\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-crm-implementation-usually-take-in-a-financial-institution\">\u91d1\u878d\u6a5f\u95a2\u306b\u304a\u3051\u308bCRM\u306e\u5c0e\u5165\u306b\u306f\u3001\u901a\u5e38\u3069\u306e\u304f\u3089\u3044\u306e\u671f\u9593\u304c\u304b\u304b\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0f\u898f\u6a21\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u3067\u3042\u308c\u3070\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u3084\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u542b\u3081\u30018\u9031\u9593\u304b\u308912\u9031\u9593\u3067\u96c6\u4e2d\u7684\u306a\u5c0e\u5165\u3092\u5b8c\u4e86\u3067\u304d\u308b\u3002\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3001\u7ba1\u8f44\u533a\u57df\u3001\u898f\u5236\u8981\u4ef6\u3092\u6301\u3064\u5927\u898f\u6a21\u306a\u9280\u884c\u3067\u306f\u3001\u5b8c\u5168\u306a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u306b6\uff5e12\u30f6\u6708\u3092\u8981\u3059\u308b\u5834\u5408\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<p 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CRM in a financial firm must support strict regulations, complex portfolios, and multi channel client communication, not just contact management. Investment firms, as a specific type of financial business, require tailored CRM solutions to manage client portfolios, ensure regulatory compliance, and support growth strategies. A successful CRM rollout starts with clear regulatory, revenue, and client experience goals agreed by compliance, IT, and front office teams. A CRM system helps manage and improve all of a company&#8217;s interactions with clients and prospects, organizing and enhancing communication across departments. Selecting a financial grade CRM such as InvestGlass that offers Swiss data hosting, digital onboarding, KYC, and portfolio management in one platform [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49018,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[61,48],"class_list":["post-48939","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-portfolio-management","tag-sales-automation"],"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 to Implement CRM in a Financial Firm? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn how to implement CRM in a financial firm to enhance client communication and comply with strict regulations.\" \/>\n<meta name=\"robots\" content=\"index, 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