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class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3059\u308b\u9280\u884c\u3084\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u9280\u884c\u306f\u30012024\u5e74\u4ee5\u964d\u3001\u8907\u96d1\u306a\u898f\u5236\u306e\u7db2\u306e\u76ee\u306b\u76f4\u9762\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u4e3b\u306a\u67a0\u7d44\u307f\u306b\u306f\u3001FINMA\u306eAML\u6761\u4f8b\u3001EU\u306e\u52a9\u8a00\u6d3b\u52d5\u306b\u95a2\u3059\u308bMiFID II\u3001\u30b9\u30a4\u30b9\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5\uff08FINSA\uff09\u304a\u3088\u3073\u91d1\u878d\u6a5f\u95a2\u6cd5\uff08FINIA\uff09\u3001EU\u306e\u30c7\u30fc\u30bf\u4e3b\u4f53\u306b\u95a2\u3059\u308bGDPR\u3001\u30b9\u30a4\u30b9FADP\u306e\u6539\u8a02\u306a\u3069\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30eb\u30fc\u30eb\u306f\u3001\u5177\u4f53\u7684\u306aCRM\u8981\u4ef6\u306b\u53cd\u6620\u3055\u308c\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3059\u3079\u3066\u306e\u5bfe\u8a71\u3001\u6c7a\u5b9a\u3001\u6587\u66f8\u4ea4\u63db\u3092\u5b8c\u5168\u306b\u6587\u66f8\u5316\u3057\u305f\u5b8c\u5168\u306a\u9867\u5ba2\u5c65\u6b74<\/li>\n\n\n\n<li>\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u63a8\u5968\u5546\u54c1\u3092\u95a2\u9023\u4ed8\u3051\u305f\u9069\u5408\u6027\u8a55\u4fa1\u3092\u6587\u66f8\u5316<\/li>\n\n\n\n<li>\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3001\u30c1\u30e3\u30f3\u30cd\u30eb\u3001\u5404\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u53d7\u3051\u5165\u308c\u305f\u6b63\u78ba\u306a\u6587\u8a00\u306b\u3088\u308b\u540c\u610f\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0<\/li>\n\n\n\n<li>\u6697\u53f7\u5316\u3001\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u76e3\u67fb\u30ed\u30b0\u306b\u3088\u308b\u5b89\u5168\u306a\u30c7\u30fc\u30bf\u51e6\u7406<\/li>\n\n\n\n<li>\u30a2\u30af\u30bb\u30b9\u3001\u4fee\u6b63\u3001\u304a\u3088\u3073\u524a\u9664\u8981\u6c42\u3092\u542b\u3080\u30c7\u30fc\u30bf\u4e3b\u4f53\u306e\u6a29\u5229\u51e6\u7406<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">GDPR\u3068\u30b9\u30a4\u30b9FADP\u306f\u3044\u305a\u308c\u3082\u3001\u500b\u4eba\u30c7\u30fc\u30bf\u51e6\u7406\u306b\u5408\u6cd5\u7684\u6839\u62e0\u3092\u8981\u6c42\u3057\u3001\u9280\u884c\u304c\u30c7\u30fc\u30bf\u4e3b\u4f53\u306e\u6a29\u5229\u3092\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u904b\u7528\u3059\u308b\u3053\u3068\u3092\u6c42\u3081\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u7fa9\u52d9\u3092\u305d\u306e\u5834\u3057\u306e\u304e\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u51e6\u7406\u3059\u308b\u3068\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ae\u30e3\u30c3\u30d7\u304c\u751f\u3058\u3001\u67fb\u5bdf\u306e\u969b\u306b\u76ee\u306b\u3064\u304f\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA\u3068\u81ea\u4e3b\u898f\u5236\u6a5f\u95a2\uff08SROs\uff09\u306f\u3001\u6587\u66f8\u5316\u3001\u76e3\u8996\u3001\u30c8\u30ec\u30fc\u30b5\u30d3\u30ea\u30c6\u30a3\u306b\u3064\u3044\u3066\u5177\u4f53\u7684\u306a\u76e3\u7763\u4e0a\u306e\u671f\u5f85\u3092\u5b9a\u3081\u3066\u3044\u308b\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d5\u30a1\u30a4\u30eb\u306f\u3001\u53e3\u5ea7\u304c\u6709\u52b9\u5316\u3055\u308c\u308b\u524d\u306b\u5b8c\u6210\u3057\u3066\u3044\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u304c\u4e88\u5b9a\u3055\u308c\u3001\u5b9f\u884c\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30ea\u30b9\u30af\u683c\u4ed8\u3051\u306e\u5909\u66f4\u306f\u8a18\u9332\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u3001\u76e3\u67fb\u5f79\u304c\u8fc5\u901f\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u30b7\u30b9\u30c6\u30e0\u3067\u7ba1\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u3001\u30b8\u30e5\u30cd\u30fc\u30d6\u3001\u30eb\u30af\u30bb\u30f3\u30d6\u30eb\u30b0\u3001\u30c9\u30d0\u30a4\u306e\u5404\u30d6\u30c3\u30ad\u30f3\u30b0\u30fb\u30bb\u30f3\u30bf\u30fc\u306e\u30ed\u30fc\u30ab\u30eb\u30fb\u30dd\u30ea\u30b7\u30fc\u306e\u9055\u3044\u306b\u9069\u5fdc\u3057\u306a\u304c\u3089\u3082\u3001\u3053\u308c\u3089\u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3092\u3059\u3050\u306b\u53cd\u6620\u3067\u304d\u308b\u3088\u3046\u306b\u69cb\u6210\u3055\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-centralized-client-profiles-kyc-files-and-documented-consent\">\u4e00\u5143\u5316\u3055\u308c\u305f\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001KYC\u30d5\u30a1\u30a4\u30eb\u3001\u304a\u3088\u3073\u6587\u66f8\u5316\u3055\u308c\u305f\u540c\u610f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3078\u306e\u5bfe\u5fdc\u306f\u3001\u5358\u4e00\u3067\u4e00\u8cab\u6027\u306e\u3042\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30d3\u30e5\u30fc\u304b\u3089\u59cb\u307e\u308b\u3002\u3053\u306e\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306f\u3001\u672c\u4eba\u78ba\u8a8d\u66f8\u985e\u3001\u30ea\u30b9\u30af\u5206\u985e\u3001\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u5730\u3001\u53d7\u76ca\u8005\u6240\u6709\u69cb\u9020\u3001\u540c\u610f\u306e\u8a3c\u62e0\u3092\u4e00\u7b87\u6240\u306b\u96c6\u7d04\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e CRM \u306f\u3001\u30d1\u30b9\u30dd\u30fc\u30c8\u3001\u4f4f\u6240\u8a3c\u660e\u3001LEI \u30b3\u30fc\u30c9\u3001FATCA W \u30d5\u30a9\u30fc\u30e0\u3001CRS \u81ea \u5df1\u8a3c\u660e\u66f8\u3001\u5404\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306b\u30ea\u30f3\u30af\u3055\u308c\u305f\u53d7\u76ca\u8005\u69cb\u9020\u306a\u3069\u306e KYC \u66f8\u985e\u3092\u4fdd\u7ba1\u3059 \u3079\u304d\u3067\u3042\u308b\u3002\u81ea\u7136\u4eba\u306e\u5834\u5408\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u4f7f\u7528\u3055\u308c\u3066\u3044\u308c\u3070\u3001\u3053\u308c\u306b\u306f\u30d3\u30c7\u30aa\u8b58\u5225\u8a18\u9332\u304c\u542b\u307e\u308c\u308b\u3002\u6cd5\u4eba\u306b\u3064\u3044\u3066\u306f\u3001\u5546\u696d\u767b\u8a18\u7c3f\u6284\u672c\u53ca\u3073\u5c11\u306a\u304f\u3068\u308225%\u4ee5\u4e0a\u306e\u6240\u6709\u6a29\u53c8\u306f\u652f\u914d\u6a29\u3092\u6709\u3059\u308b\u8005\u306e \u6587\u66f8\u3092\u30b7\u30b9\u30c6\u30e0\u306b\u53d6\u308a\u8fbc\u307e\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u306e\u5bcc\u88d5\u5c64\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u3059\u3079\u3066\u306e\u66f8\u985e\u3001\u30d3\u30c7\u30aa\u306b\u3088\u308b\u672c\u4eba\u78ba\u8a8d\u8a18\u9332\u3001PEP\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u306e\u7d50\u679c\u306f\u3001\u30b9\u30a4\u30b9\u304c\u30db\u30b9\u30c8\u3059\u308b1\u3064\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u4fdd\u5b58\u3055\u308c\u308b\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u5168\u4f53\u50cf\u3092\u628a\u63e1\u3067\u304d\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u5fc5\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u304c\u3059\u3079\u3066\u5b8c\u4e86\u3057\u305f\u3053\u3068\u3092\u78ba\u8a8d\u3067\u304d\u307e\u3059\u3002\u76e3\u67fb\u5f79\u306f\u6570\u5206\u3067\u30d5\u30a1\u30a4\u30eb\u3092\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u306f\u307e\u305f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u660e\u793a\u7684\u306a\u540c\u610f\u3092\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u3068\u3082\u306b\u53d6\u5f97\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\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=\"5905\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a>, \u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3002\u3053\u308c\u306fGDPR\u3068\u30b9\u30a4\u30b9\u306eFADP\u306e\u8981\u4ef6\u306b\u6cbf\u3063\u305f\u3082\u306e\u3067\u3001\u540c\u610f\u306f\u60f3\u5b9a\u3055\u308c\u305f\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u5b9f\u8a3c\u53ef\u80fd\u306a\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d5\u30a9\u30fc\u30e0\u3001\u96fb\u5b50\u7f72\u540d\u306e\u7d71\u5408\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306e\u66f4\u65b0\u306f\u81ea\u52d5\u7684\u306b\u4e2d\u592e\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306b\u53cd\u6620\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u518d\u5165\u529b\u304c\u4e0d\u8981\u306b\u306a\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u30c7\u30fc\u30bf\u7af6\u5408\u304c\u6e1b\u5c11\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-consent-management-and-data-subject-rights-in-practice\">\u540c\u610f\u7ba1\u7406\u3068\u30c7\u30fc\u30bf\u4e3b\u4f53\u306e\u6a29\u5229\u306e\u5b9f\u969b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5f53\u5c40\u306f\u3001\u9280\u884c\u304c\u3044\u3064\u3001\u3069\u306e\u3088\u3046\u306b\u3057\u3066\u540c\u610f\u3092\u5f97\u305f\u306e\u304b\u3001\u307e\u305f\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u60c5\u5831\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3001\u4fee\u6b63\u3001\u524a\u9664\u306e\u8981\u6c42\u3092\u3069\u306e\u3088\u3046\u306b\u51e6\u7406\u3057\u3066\u3044\u308b\u306e\u304b\u3092\u8a3c\u660e\u3059\u308b\u3053\u3068\u3092\u6c42\u3081\u3066\u3044\u308b\u3002\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u5185\u306e\u30d0\u30a4\u30ca\u30ea\u30d5\u30e9\u30b0\u3067\u306f\u5341\u5206\u306a\u8a3c\u62e0\u3068\u306f\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u5404\u540c\u610f\u30a4\u30d9\u30f3\u30c8\u3092\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u8a18\u9332\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>\u30c7\u30fc\u30bf\u30dd\u30a4\u30f3\u30c8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u7684<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u65e5\u6642<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u540c\u610f\u304c\u3044\u3064\u306a\u3055\u308c\u305f\u304b\u3092\u7acb\u8a3c\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c1\u30e3\u30f3\u30cd\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u540c\u610f\u304c\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u53ce\u96c6\u3055\u308c\u305f\u304b\u3001\u76f4\u63a5\u53ce\u96c6\u3055\u308c\u305f\u304b\u3001\u30dd\u30fc\u30bf\u30eb\u7d4c\u7531\u3067\u53ce\u96c6\u3055\u308c\u305f\u304b\u3092\u793a\u3059\u3002<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6b63\u78ba\u306a\u8868\u73fe<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u5b9f\u969b\u306b\u5408\u610f\u3057\u305f\u5185\u5bb9\u3092\u6587\u66f8\u5316<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>IP\u30a2\u30c9\u30ec\u30b9\u307e\u305f\u306f\u30bb\u30c3\u30b7\u30e7\u30f3ID<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u771f\u6b63\u6027\u306e\u691c\u8a3c\u3092\u30b5\u30dd\u30fc\u30c8<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30ea\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c2025\u5e74\u306bGDPR\u306e\u30a2\u30af\u30bb\u30b9\u8981\u6c42\u3092\u63d0\u51fa\u3057\u305f\u5834\u5408\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30a2\u30fc\u30ab\u30a4\u30d6\u3084\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u5954\u8d70\u3059\u308b\u4ee3\u308f\u308a\u306b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u30b9\u30a4\u30b9\u306eCRM\u304b\u3089\u6570\u5206\u3067\u5b8c\u5168\u306a\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3002\u3053\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u306b\u306f\u3001\u3059\u3079\u3066\u306e\u6587\u66f8\u3001\u5bfe\u8a71\u30ed\u30b0\u3001\u540c\u610f\u8a18\u9332\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u304c\u69cb\u9020\u5316\u3055\u308c\u305f\u5f62\u5f0f\u3067\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30a2\u30af\u30bb\u30b9\u3001\u4fee\u6b63\u3001\u524a\u9664\u306e\u30b1\u30fc\u30b9\u306b\u5bfe\u3057\u3066\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30bf\u30b9\u30af\u3092\u5272\u308a\u5f53\u3066\u3001\u671f\u9650\u3092\u8a2d\u5b9a\u3057\u3001\u30ea\u30af\u30a8\u30b9\u30c8\u3092\u51e6\u7406\u3059\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306b\u76e3\u67fb\u30e1\u30e2\u3092\u8a18\u9332\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u592e\u540c\u610f\u8a18\u9332\u306f\u307e\u305f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30a7\u30c3\u30af\u3092\u7c21\u7d20\u5316\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306e\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u304c\u3001EU\u306e\u652f\u5e97\u3068\u3082\u95a2\u4fc2\u306e\u3042\u308b\u9867\u5ba2\u3068\u9023\u7d61\u3092\u53d6\u308a\u305f\u3044\u5834\u5408\u3001CRM\u306f\u3069\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u8a31\u53ef\u304c\u9069\u7528\u3055\u308c\u308b\u304b\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-supporting-data-minimization-and-accurate-records\">\u30c7\u30fc\u30bf\u306e\u6700\u5c0f\u5316\u3068\u6b63\u78ba\u306a\u8a18\u9332\u3092\u30b5\u30dd\u30fc\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u306e\u6700\u5c0f\u5316\u3068\u6b63\u78ba\u6027\u306f\u3001GDPR\u3068\u30b9\u30a4\u30b9FADP\u306e\u57fa\u672c\u539f\u5247\u3067\u3042\u308b\u3002\u9280\u884c\u306f\u5fc5\u8981\u4ee5\u4e0a\u306e\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u3066\u306f\u306a\u3089\u305a\u3001\u4fdd\u6709\u3059\u308b\u30c7\u30fc\u30bf\u306f\u6b63\u78ba\u304b\u3064\u6700\u65b0\u306e\u72b6\u614b\u306b\u4fdd\u305f\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306eCRM\u306f\u3001\u5197\u9577\u306a\u9867\u5ba2\u60c5\u5831\u3084\u53e4\u3044\u9867\u5ba2\u60c5\u5831\u306e\u691c\u7d22\u3001\u5206\u985e\u3001\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3092\u5bb9\u6613\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u30ea\u30b9\u30af\u3092\u5f15\u304d\u8d77\u3053\u3057\u3001\u76e3\u67fb\u3092\u9045\u3089\u305b\u308b\u7ba1\u7406\u3055\u308c\u3066\u3044\u306a\u3044\u30a2\u30fc\u30ab\u30a4\u30d6\u3092\u84c4\u7a4d\u3059\u308b\u3088\u308a\u3082\u671b\u307e\u3057\u3044\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\u30ea\u30b9\u30af\u30ec\u30d9\u30eb\u306b\u5fdc\u3058\u306612\u30f6\u6708\u307e\u305f\u306f36\u30f6\u6708\u3054\u3068\u306b\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u691c\u8a3c\u3059\u308b\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u9ad8\u30ea\u30b9\u30af\u306e\u9867\u5ba2\u306f\u5e741\u56de\u306e\u30ec\u30d3\u30e5\u30fc\u304c\u5fc5\u8981\u3067\u3059\u304c\u3001\u4f4e\u30ea\u30b9\u30af\u306e\u9867\u5ba2\u306f\u3088\u308a\u9577\u3044\u30b5\u30a4\u30af\u30eb\u3067\u30ec\u30d3\u30e5\u30fc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u5143\u5316\u3055\u308c\u305f\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\u878d\u8cc7\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u5404\u30c1\u30fc\u30e0\u9593\u3067\u3001\u4e00\u8cab\u3057\u305f\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u6027\u3001PEP\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u3082\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u90e8\u9580\u304c\u540c\u3058\u8a18\u9332\u306b\u57fa\u3065\u3044\u3066\u4f5c\u696d\u3059\u308b\u3053\u3068\u3067\u3001\u4e0d\u4e00\u81f4\u304c\u76e3\u67fb\u4e2d\u306b\u8868\u9762\u5316\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u5373\u5ea7\u306b\u53ef\u8996\u5316\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u30fb\u30b7\u30b9\u30c6\u30e0\u304c\u305d\u308c\u305e\u308c\u7570\u306a\u308b\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u9867\u5ba2\u8a18\u9332\u3092\u4fdd\u6301\u3059\u308b\u5834\u5408\u306b\u751f\u3058\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u8ab2\u984c\u3092\u8efd\u6e1b\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automated-kyc-aml-and-suitability-workflows-inside-a-swiss-crm\">\u30b9\u30a4\u30b9\u306eCRM\u3067KYC\u3001AML\u3001\u9069\u5408\u6027\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u66f8\u304d\u306eKYC\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084\u96fb\u5b50\u30e1\u30fc\u30eb\u306b\u3088\u308b\u627f\u8a8d\u306f\u3001\u76e3\u67fb\u6642\u306b\u6b7b\u89d2\u3092\u751f\u307f\u3001\u30b9\u30a4\u30b9\u3084\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u9280\u884c\u306e\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u30fb\u30ea\u30b9\u30af\u3092\u5897\u5927\u3055\u305b\u308b\u3002\u627f\u8a8d\u304c\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3067\u884c\u308f\u308c\u3001\u6587\u66f8\u304c\u500b\u4eba\u306e\u30c9\u30e9\u30a4\u30d6\u306b\u4fdd\u7ba1\u3055\u308c\u3066\u3044\u308b\u5834\u5408\u3001\u610f\u601d\u6c7a\u5b9a\u306e\u9023\u9396\u3092\u518d\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306f\u30a8\u30e9\u30fc\u306e\u539f\u56e0\u3068\u306a\u308a\u3001\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6e96\u62e0\u3057\u305fCRM\u306f\u3001KYC\u3001AML\u3001\u9069\u5408\u6027\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u5b9f\u65bd\u3059\u308b\u30eb\u30fc\u30eb\u306b\u57fa \u3065\u3044\u305f\u81ea\u52d5\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7d44\u307f\u8fbc\u3080\u3079\u304d\u3067\u3042\u308b\u3002\u30b7\u30b9\u30c6\u30e0\u306f\u5fc5\u9808\u30c1\u30a7\u30c3\u30af\u3092\u56de\u907f\u3067\u304d\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u5236\u88c1\u63aa\u7f6e\u306e\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u304c\u5b8c\u4e86\u3057\u3066\u3044\u306a\u3044\u5834\u5408\u3001\u53e3\u5ea7\u306f\u6709\u52b9\u5316\u3067\u304d\u306a\u3044\u3002\u30ea\u30b9\u30af\u683c\u4ed8\u3051\u304c\u6b20\u3051\u3066\u3044\u308c\u3070\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u9032\u3081\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u9280\u884c\u306f\u30ea\u30c6\u30fc\u30eb\u3001\u5bcc\u88d5\u5c64\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u9867\u5ba2\u3001\u307e\u305f\u4fe1\u8a17\u3084\u8ca1\u56e3\u306e\u3088\u3046\u306a\u7d44\u7e54\u5411\u3051\u306b\u3001\u500b\u5225\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d1\u30b9\u3092\u5b9a\u7fa9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5404\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u7570\u306a\u308b\u6587\u66f8\u8981\u4ef6\u3001\u627f\u8a8d\u30c1\u30a7\u30fc\u30f3\u3001\u30ec\u30d3\u30e5\u30fc\u983b\u5ea6\u3092\u6301\u3064\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u5404\u30b9\u30c6\u30c3\u30d7\u306f\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3055\u308c\u3001\u95a2\u9023\u3059\u308b\u30e6\u30fc\u30b6\u30fc\u306b\u30ea\u30f3\u30af\u3055\u308c\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u898f\u5236\u5f53\u5c40\u306e\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u304c\u5f62\u6210\u3055\u308c\u308b\u3002FINMA\u3084SRO\u304c\u7279\u5b9a\u306e\u53e3\u5ea7\u304c\u3069\u306e\u3088\u3046\u306b\u627f\u8a8d\u3055\u308c\u305f\u304b\u3092\u8cea\u554f\u3057\u305f\u5834\u5408\u3001\u9280\u884c\u306f\u4e00\u9023\u306e\u6d41\u308c\u3092\u5b8c\u5168\u306b\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u624b\u52d5\u30ec\u30d3\u30e5\u30fc\u306b\u983c\u308b\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u3068\u6bd4\u8f03\u3057\u3066\u3001\u7ba1\u7406\u54c1\u8cea\u3092\u7dad\u6301\u307e\u305f\u306f\u5411\u4e0a\u3055\u305b\u306a\u304c\u3089\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u3092\u6570\u65e5\u77ed\u7e2e\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-concrete-kyc-and-aml-automation-capabilities\">\u5177\u4f53\u7684\u306aKYC\u3068AML\u306e\u81ea\u52d5\u5316\u6a5f\u80fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306eCRM\u306f\u3001AML\u6761\u4f8b\u3084\u5236\u88c1\u306e\u67a0\u7d44\u307f\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u4ee5\u4e0b\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u30bf\u30b9\u30af\u3092\u51e6\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e3b\u8981\u30d5\u30a3\u30fc\u30eb\u30c9\u306e\u81ea\u52d5\u62bd\u51fa\u306b\u3088\u308bID\u6587\u66f8\u30ad\u30e3\u30d7\u30c1\u30e3<\/li>\n\n\n\n<li>\u6587\u66f8\u304c\u53e4\u304f\u306a\u308b\u524d\u306b\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u8b66\u544a\u3059\u308b\u6709\u52b9\u671f\u9650\u30ea\u30de\u30a4\u30f3\u30c0\u30fc<\/li>\n\n\n\n<li>EU\u3001OFAC\u3001\u30b9\u30a4\u30b9SECO\u306e\u5236\u88c1\u30ea\u30b9\u30c8\u306b\u5bfe\u3059\u308b\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/li>\n\n\n\n<li>PEP\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306e\u30c1\u30a7\u30c3\u30af\u3068\u30b9\u30c6\u30fc\u30bf\u30b9\u5909\u66f4\u306e\u7d99\u7d9a\u7684\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/li>\n\n\n\n<li>\u4e8b\u524d\u306b\u8a2d\u5b9a\u3055\u308c\u305f\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3084\u30a4\u30d9\u30f3\u30c8\u3092\u30c8\u30ea\u30ac\u30fc\u3068\u3057\u305f\u5b9a\u671f\u7684\u306a\u30ea\u30b9\u30af\u518d\u8a55\u4fa1<\/li>\n\n\n\n<li>\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u7d71\u5408\u3055\u308c\u305f\u6709\u5bb3\u30e1\u30c7\u30a3\u30a2\u306e\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2024 \u5e74\u306e\u4f8b\u3068\u3057\u3066\u3001\u5916\u90e8\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5be9\u67fb\u304c\u3001\u653f\u6cbb\u7684\u306a\u30ea\u30b9\u30af\u306b\u3055\u3089\u3055\u308c\u3066\u3044\u308b\u4eba\u7269\u306e\u5168\u5c65\u6b74\u3092\u8981\u6c42\u3057\u3066\u304d\u305f\u5834\u5408\u3092\u8003\u3048\u3066\u307f\u307e\u3057\u3087\u3046\u3002CRM\u306f\u3001\u6700\u521d\u306e\u7279\u5b9a\u3001\u3059\u3079\u3066\u306e\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u7d50\u679c\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u306e\u5909\u66f4\u3001\u30ec\u30d3\u30e5\u30fc\u306e\u30e1\u30e2\u3001\u4e0a\u7d1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3078\u306e\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u3001\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u5168\u4f53\u3092\u30ef\u30f3\u30b9\u30c6\u30c3\u30d7\u3067\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u30de\u30b9\u30bf\u30fc\u30ec\u30b3\u30fc\u30c9\u3092\u4fdd\u6301\u3057\u305f\u307e\u307e\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3001\u96fb\u5b50\u7f72\u540d\u3001\u53d6\u5f15\u76e3\u8996\u30c4\u30fc\u30eb\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u5c02\u9580\u306eAML\u30a8\u30f3\u30b8\u30f3\u304c\u30a2\u30e9\u30fc\u30c8\u3092CRM\u306b\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3057\u3001\u5404\u9867\u5ba2\u306e\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u627f\u8a8d\u30c1\u30a7\u30fc\u30f3\u306b\u3088\u308a\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u9867\u5ba2\u306f\u3001\u53e3\u5ea7\u958b\u8a2d\u524d\u306b\u4e0a\u7d1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u306b\u3088\u308b\u30c0\u30d6\u30eb\u30c1\u30a7\u30c3\u30af\u3092\u53d7\u3051\u308b\u3002\u3053\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u304c\u5fc5\u8981\u306a\u30b5\u30a4\u30f3\u30aa\u30d5\u306a\u3057\u306b\u53d6\u5f15\u3092\u6210\u7acb\u3055\u305b\u308b\u3053\u3068\u3092\u9632\u3050\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-suitability-appropriateness-and-portfolio-controls\">\u9069\u5408\u6027\u3001\u9069\u5207\u6027\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">MiFID II\u3001FINSA\u3001\u304a\u3088\u3073\u540c\u69d8\u306e\u898f\u5236\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3084\u5546\u54c1\u63a8\u5968\u304c\u5404\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3084\u76ee\u7684\u306b\u5408\u81f4\u3059\u308b\u3053\u3068\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308bCRM\u306f\u3001\u5358\u306a\u308b\u6587\u66f8\u4fdd\u7ba1\u306b\u3068\u3069\u307e\u3089\u306a\u3051\u308c \u3070\u306a\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u30db\u30b9\u30c8\u3067\u3042\u308b\u3079\u304d\u3060\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8cc7\u7d4c\u9a13\u3068\u77e5\u8b58\u3092\u628a\u63e1\u3059\u308b\u9069\u5408\u6027\u30a2\u30f3\u30b1\u30fc\u30c8<\/li>\n\n\n\n<li>\u6839\u62e0\u3092\u6587\u66f8\u5316\u3057\u305f\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306e\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/li>\n\n\n\n<li>\u6295\u8cc7\u6c34\u5e73\u7dda\u306e\u5b9a\u7fa9<\/li>\n\n\n\n<li>\u9867\u5ba2\u5206\u985e\u306b\u57fa\u3065\u304f\u5546\u54c1\u9069\u683c\u6027\u30eb\u30fc\u30eb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3053\u308c\u3089\u306e\u30a2\u30f3\u30b1\u30fc\u30c8\u3092\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306b\u30ea\u30f3\u30af\u3055\u305b\u307e\u3059\u3002\u5b9a\u7fa9\u3055\u308c\u305f\u30ea\u30b9\u30af\u30fb\u30d0\u30b8\u30a7\u30c3\u30c8\u3092\u8d85\u3048\u308b\u53d6\u5f15\u3084\u8907\u96d1\u306a\u5546\u54c1\u3092\u542b\u3080\u53d6\u5f15\u306f\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u4e0d\u9069\u5207\u306a\u5546\u54c1\u3092\u63d0\u6848\u3059\u308b\u3053\u3068\u3092\u9632\u304e\u3001\u5f8c\u3067\u7591\u554f\u304c\u751f\u3058\u305f\u5834\u5408\u306b\u6587\u66f8\u5316\u3055\u308c\u305f\u8a3c\u8de1\u3092\u6b8b\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306b\u63d0\u6848\u3055\u308c\u305f\u4ed5\u7d44\u50b5\u304cCRM\u3067\u9069\u5408\u6027\u8b66\u544a\u306e\u30c8\u30ea\u30ac\u30fc\u3068\u306a\u3063\u305f\u4f8b\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u9867\u5ba2\u306f\u4ee5\u524d\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30af\u30a8\u30b9\u30c1\u30e7\u30f3\u3067\u8907\u96d1\u306a\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\u3092\u62d2\u5426\u3057\u3066\u3044\u305f\u3002\u30b7\u30b9\u30c6\u30e0\u306f\u53d6\u5f15\u304c\u5b9f\u884c\u3055\u308c\u308b\u524d\u306b\u30df\u30b9\u30de\u30c3\u30c1\u3092\u8b66\u544a\u3057\u3001\u53d6\u5f15\u3092\u7d9a\u884c\u3059\u308b\u524d\u306b\u8ffd\u52a0\u66f8\u985e\u307e\u305f\u306f\u9867\u5ba2\u306e\u627f\u8a8d\u3092\u8981\u6c42\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306b\u4fdd\u5b58\u3055\u308c\u305f\u6587\u66f8\u5316\u3055\u308c\u305f\u6839\u62e0\u3001\u9867\u5ba2\u306e\u627f\u8a8d\u3001\u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u306f\u3001\u8aa4\u8ca9\u58f2\u306b\u3088\u308b\u30af\u30ec\u30fc\u30e0\u3084\u898f\u5236\u5f53\u5c40\u3068\u306e\u7d1b\u4e89\u306e\u30ea\u30b9\u30af\u3092\u5927\u5e45\u306b\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"580\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-1024x580.jpg\" alt=\"\u30b9\u30a4\u30b9\u306eCRM\u3067\u9280\u884c\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u6e80\u305f\u3059\u65b9\u6cd5\" class=\"wp-image-48967\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-1024x580.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-300x170.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-768x435.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-1536x870.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-18x10.jpg 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-access-control-and-swiss-data-sovereignty\">\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u30c7\u30fc\u30bf\u306e\u4fdd\u8b77\u306f\u3001\u6cd5\u7684\u8981\u4ef6\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u306e\u6838\u5fc3\u90e8\u5206\u3067\u3082\u3042\u308b\u3002\u30b9\u30a4\u30b9\u306e\u9280\u884c\u6a5f\u5bc6\u306e\u4f1d\u7d71\u306f\u3001\u898f\u5236\u3060\u3051\u3067\u306f\u6e80\u305f\u3055\u308c\u306a\u3044\u671f\u5f85\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u3002\u9867\u5ba2\u304c\u30b9\u30a4\u30b9\u306e\u9280\u884c\u3092\u9078\u3076\u306e\u306f\u3001\u6700\u5927\u9650\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u614e\u91cd\u3055\u3092\u671f\u5f85\u3059\u308b\u305f\u3081\u3067\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305fCRM\u306f\u3001\u53b3\u683c\u306a\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u8ee2\u9001\u6642\u304a\u3088\u3073\u9759\u6b62\u6642\u306e\u30c7\u30fc\u30bf\u6697\u53f7\u5316\u3001FINMA\u306e\u30b5\u30fc\u30ad\u30e5\u30e9\u30fc\u304a\u3088\u3073GDPR\u7b2c32\u6761\u306b\u6cbf\u3063\u305f\u5f37\u56fa\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3092\u5b9f\u88c5\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u30aa\u30d7\u30b7\u30e7\u30f3\u6a5f\u80fd\u3067\u306f\u306a\u304f\u3001\u57fa\u672c\u8981\u4ef6\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u7269\u7406\u7684\u30fb\u6cd5\u7684\u4f4d\u7f6e\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u76e3\u7763\u30a2\u30af\u30bb\u30b9\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30c7\u30fc\u30bf\u8ee2\u9001\u30eb\u30fc\u30eb\u306b\u3068\u3063\u3066\u91cd\u8981\u3067\u3059\u3002\u6d77\u5916\u306e\u30af\u30e9\u30a6\u30c9\u30fb\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u7ba1\u7406\u3059\u308b\u30b5\u30fc\u30d0\u30fc\u306b\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u5b58\u5728\u3059\u308b\u5834\u5408\u3001\u30b9\u30a4\u30b9\u306e\u5b88\u79d8\u7fa9\u52d9\u3068\u76f8\u53cd\u3059\u308b\u57df\u5916\u6cd5\u304c\u9069\u7528\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u904b\u7528\u3055\u308c\u3001\u9280\u884c\u304c\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u3001\u72ec\u81ea\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30b9\u30bf\u30c3\u30af\u3068\u306e\u7d71\u5408\u3092\u5b8c\u5168\u306b\u5236\u5fa1\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u5b9f\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u30fc\u306f\u3001\u6a5f\u5bc6\u30c7\u30fc\u30bf\u304c\u7c73\u56fd\u306eCLOUD\u6cd5\u306e\u3088\u3046\u306a\u6cd5\u5f8b\u306e\u5bfe\u8c61\u3068\u306a\u308b\u5916\u56fd\u306e\u4e8b\u696d\u4f53\u306b\u3088\u3063\u3066\u51e6\u7406\u3055\u308c\u3066\u3044\u306a\u3044\u3053\u3068\u3092\u9867\u5ba2\u306b\u4fdd\u8a3c\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-role-based-access-control-and-segregation-of-duties\">\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3068\u8077\u52d9\u306e\u5206\u96e2<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u691c\u67fb\u5b98\u306f\u3001\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u306e\u4e2d\u3067\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30ea\u30b9\u30af\u3001\u30b3\u30f3\u30d7 \u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u660e\u78ba\u306b\u5206\u96e2\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u3059\u3079\u3066\u306e\u4eba\u304c\u3059\u3079\u3066\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308bCRM\u306f\u3001\u696d\u52d9\u52b9\u7387\u306e\u554f\u984c\u3068\u898f\u5236\u30ea\u30b9\u30af\u306e\u4e21\u65b9\u3092\u5f15\u304d\u8d77\u3053\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u306f\u3001\u8ab0\u304c\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3092\u5236\u9650\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u5f79\u5272<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30af\u30bb\u30b9\u30ec\u30d9\u30eb<\/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>\u9023\u7d61\u5148\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u6982\u8981\u3001\u30b5\u30fc\u30d3\u30b9\u30c1\u30b1\u30c3\u30c8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u5168\u306aKYC\u30d5\u30a1\u30a4\u30eb\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u3001AML\u6ce8\u8a18<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30fc\u30eb\u30bb\u30f3\u30bf\u30fc\u30fb\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9023\u7d61\u5148\u3001\u30b5\u30fc\u30d3\u30b9\u30c1\u30b1\u30c3\u30c8\u306e\u307f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u30c1\u30fc\u30e0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u3001\u8b66\u544a\u5c65\u6b74\u3001\u8abf\u67fb\u30d5\u30a1\u30a4\u30eb<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7d4c\u55b6\u9663<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u96c6\u8a08\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3001\u4f8b\u5916\u30ec\u30dd\u30fc\u30c8<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f8b\u3048\u3070\u3001\u30b3\u30fc\u30eb\u30bb\u30f3\u30bf\u30fc\u306e\u62c5\u5f53\u8005\u304c\u3001\u9023\u7d61\u5148\u306e\u8a73\u7d30\u3084\u30b5\u30fc\u30d3\u30b9\u30fb\u30c1\u30b1\u30c3\u30c8\u306f\u95b2\u89a7\u3067\u304d\u308b\u304c\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5168\u69cb\u6210\u3084\u5185\u90e8AML\u306e\u6ce8\u8a18\u306f\u95b2\u89a7\u3067\u304d\u306a\u3044\u5834\u5408\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e0d\u5fc5\u8981\u306a\u9732\u51fa\u304b\u3089\u5b88\u308a\u3064\u3064\u3001\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u30b5\u30fc\u30d3\u30b9\u30ea\u30af\u30a8\u30b9\u30c8\u3092\u51e6\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u9280\u884c\u306f\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u306e\u5236\u9650\u3084\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u305f\u3081\u306e\u30c1\u30fc\u30e0\u30d9\u30fc\u30b9\u306e\u30d3\u30e5\u30fc\u306a\u3069\u3001\u975e\u5e38\u306b\u7d30\u304b\u3044\u30ec\u30d9\u30eb\u3067\u5f79\u5272\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30b8\u30e5\u30cd\u30fc\u30d6\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u3067\u30d6\u30c3\u30ad\u30f3\u30b0\u3055\u308c\u305f\u9867\u5ba2\u3092\u898b\u308b\u3079\u304d\u3067\u306a\u3044\u5834\u5408\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u81ea\u52d5\u7684\u306b\u305d\u306e\u5206\u96e2\u3092\u5b9f\u65bd\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306a\u5f79\u5272\u7ba1\u7406\u306f\u30a4\u30f3\u30b5\u30a4\u30c0\u30fc\u30ea\u30b9\u30af\u3092\u6e1b\u3089\u3057\u3001\u8ab0\u304c\u3069\u306e\u30bf\u30a4\u30d7\u306e\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u304b\u3068\u3044\u3046\u898f\u5236\u5f53\u5c40\u306e\u8cea\u554f\u3078\u306e\u56de\u7b54\u3092\u7c21\u7d20\u5316\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-technical-safeguards-and-operational-resilience\">\u6280\u8853\u7684\u30bb\u30fc\u30d5\u30ac\u30fc\u30c9\u3068\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30fb\u30ec\u30b8\u30ea\u30a8\u30f3\u30b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u76e3\u67fb\u4eba\u306f\u3001\u4ee5\u4e0b\u3092\u542b\u3080\u7279\u5b9a\u306e\u6280\u8853\u7684\u4fdd\u8b77\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5168\u30e6\u30fc\u30b6\u30fc\u306e\u591a\u8981\u7d20\u8a8d\u8a3c<\/li>\n\n\n\n<li>\u6a5f\u5bc6\u696d\u52d9\u306e\u305f\u3081\u306eIP\u30db\u30ef\u30a4\u30c8\u30ea\u30b9\u30c8<\/li>\n\n\n\n<li>\u9069\u5207\u306a\u8a8d\u8a3c\u3068\u30ec\u30fc\u30c8\u5236\u9650\u306b\u3088\u308b\u5b89\u5168\u306aAPI<\/li>\n\n\n\n<li>\u6539\u3056\u3093\u306b\u5f37\u3044\u7f72\u540d\u4ed8\u304d\u76e3\u67fb\u30ed\u30b0<\/li>\n\n\n\n<li>\u9759\u6b62\u6642\u304a\u3088\u3073\u8ee2\u9001\u6642\u306e\u30c7\u30fc\u30bf\u306e\u6697\u53f7\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b7\u30f3\u30b0\u30eb\u30b5\u30a4\u30f3\u30aa\u30f3\u306e\u305f\u3081\u306e\u9280\u884cID\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u7d71\u5408\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u30d1\u30b9\u30ef\u30fc\u30c9\u306e\u75b2\u52b4\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30b9\u30a4\u30b9\u3068EU\u306e\u898f\u5236\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b\u6697\u53f7\u5316\u6a19\u6e96\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u66f8\u5316\u3055\u308c\u305f\u707d\u5bb3\u5fa9\u65e7\u8a08\u753b\u3001\u30d5\u30a7\u30a4\u30eb\u30aa\u30fc\u30d0\u30fc\u30fb\u30c6\u30b9\u30c8\u3001\u5fa9\u65e7\u6642\u9593\u306e\u76ee\u6a19\u306f\u3001\u9280\u884c\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306b\u898b\u5408\u3046\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u3067\u306f\u3001\u91cd\u8981\u306a\u30b7\u30b9\u30c6\u30e0\u306b\u3064\u3044\u3066\u306f4\u6642\u9593\u306e\u5fa9\u65e7\u6642\u9593\u76ee\u6a19\u304c\u6a19\u6e96\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \u304c\u5b8c\u5168\u306b\u5fa9\u5143\u3055\u308c\u3001\u5408\u610f\u3055\u308c\u305f\u6642\u9593\u67a0\u5185\u3067\u7167\u5408\u3055\u308c\u308b\u3088\u3046\u306a\u3001\u30b7\u30df\u30e5\u30ec\u30fc\u30c8\u3055\u308c\u305f\u969c\u5bb3\u6f14\u7fd2\u3092\u691c\u8a0e\u3059\u308b\u3002\u76e3\u67fb\u30c7\u30fc\u30bf\u306f\u3059\u3079\u3066\u4fdd\u5b58\u3055\u308c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001\u30d5\u30a7\u30a4\u30eb\u30aa\u30fc\u30d0\u30fc\u4e2d\u306b\u5931\u308f\u308c\u305f\u8a18\u9332\u304c\u306a\u3044\u3053\u3068\u3092\u78ba\u8a8d\u3067\u304d\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u6f14\u7fd2\u306f\u3001\u898f\u5236\u5f53\u5c40\u306b\u5bfe\u3057\u3066\u3001\u696d\u52d9\u306e\u56de\u5fa9\u529b\u3092\u793a\u3059\u3082\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-residency-and-cross-border-controls\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u5c45\u4f4f\u3068\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u898f\u5236<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u3068\u306f\u3001\u30c7\u30fc\u30bf\u304c\u4fdd\u5b58\u3055\u308c\u51e6\u7406\u3055\u308c\u308b\u7269\u7406\u7684\u306a\u5834\u6240\u3092\u6307\u3059\u3002\u30b9\u30a4\u30b9\u306e\u9867\u5ba2\u8b58\u5225\u30c7\u30fc\u30bf\u306b\u3064\u3044\u3066\u306f\u3001\u5c45\u4f4f\u5730\u306f\u6cd5\u7684\u306b\u3082\u8a55\u5224\u7684\u306b\u3082\u91cd\u8981\u306a\u610f\u5473\u3092\u6301\u3064\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u307e\u305f\u306f\u9280\u884c\u6577\u5730\u5185\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308bInvestGlass\u306f\u3001FINMA\u306e\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u306b\u95a2\u3059\u308b\u901a\u9054\u3068\u30b9\u30a4\u30b9\u9280\u884c\u306e\u30af\u30e9\u30a6\u30c9\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306e\u9075\u5b88\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306f\u3001\u9280\u884c\u304c\u6a5f\u5bc6\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3057\u3001\u30c7\u30fc\u30bf\u306e\u6d41\u308c\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a2d\u5b9a\u53ef\u80fd\u306a\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30eb\u30fc\u30eb\u306b\u3088\u308a\u3001\u7279\u5b9a\u306e\u7ba1\u8f44\u533a\u57df\u306e\u30c7\u30fc\u30bf\u304c\u30b9\u30a4\u30b9\u304b\u3089\u51fa\u305f\u308a\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u56fd\u304b\u3089\u30a2\u30af\u30bb\u30b9\u3055\u308c\u305f\u308a\u3059\u308b\u306e\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9280\u884c\u306f\u3001\u5206\u6790\u76ee\u7684\u3067\u3042\u3063\u3066\u3082\u3001\u7279\u5b9a\u306e\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u30b9\u30a4\u30b9\u306e\u30a4\u30f3\u30d5\u30e9\u304b\u3089\u51fa\u308b\u3053\u3068\u304c\u306a\u3044\u3088\u3046\u306b\u6307\u5b9a\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u306f\u3001\u5404\u30bf\u30a4\u30d7\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u4fdd\u5b58\u3055\u308c\u3001\u51e6\u7406\u3055\u308c\u3066\u3044\u308b\u304b\u3092\u6b63\u78ba\u306b\u793a\u3059\u30c7\u30fc\u30bf\u51e6\u7406\u767b\u9332\u7c3f\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u306f\u898f\u5236\u5f53\u5c40\u306e\u8cea\u554f\u3092\u7c21\u7d20\u5316\u3057\u3001GDPR\u7b2c30\u6761\u306e\u8a18\u9332\u4fdd\u6301\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30e2\u30c7\u30eb\u306f\u3001\u5916\u56fd\u653f\u5e9c\u306b\u3088\u308b\u8ca1\u52d9\u60c5\u5831\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u8b66\u6212\u3059\u308bEU\u3001\u4e2d\u6771\u3001\u30a2\u30b8\u30a2\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306b\u3068\u3063\u3066\u7279\u306b\u4fa1\u5024\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-audit-trails-reporting-and-regulator-ready-evidence\">\u76e3\u67fb\u8a3c\u8de1\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u898f\u5236\u5f53\u5c40\u306e\u6e96\u5099\u306e\u6574\u3063\u305f\u8a3c\u62e0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5f53\u5c40\u306f\u3001\u9280\u884c\u304c\u4f55\u3092\u3057\u305f\u304b\u3060\u3051\u3067\u306a\u304f\u3001\u4f55\u3092\u3057\u305f\u304b\u3092\u8a3c\u660e\u3067\u304d\u308b\u304b\u3067\u5224\u65ad\u3059\u308b\u3002CRM\u306e\u8a3c\u62e0\u306f\u3001\u691c\u67fb\u3001\u5185\u90e8\u76e3\u67fb\u3001\u9867\u5ba2\u3068\u306e\u7d1b\u4e89\u306b\u304a\u3044\u3066\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306eCRM\u306f\u3001\u4e3b\u8981\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u306e\u6642\u7cfb\u5217\u7684\u3067\u4e0d\u5909\u306e\u5c65\u6b74\u3092\u8a18\u9332\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u8cac\u4efb\u30e6\u30fc\u30b6\u30fc\u3092\u542b\u3080\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b9\u30c6\u30c3\u30d7<\/li>\n\n\n\n<li>\u6839\u62e0\u3092\u6587\u66f8\u5316\u3057\u305f\u30ea\u30b9\u30af\u683c\u4ed8\u3051\u306e\u5909\u66f4<\/li>\n\n\n\n<li>\u6b63\u78ba\u306a\u6587\u8a00\u3068\u30c1\u30e3\u30f3\u30cd\u30eb\u306b\u3088\u308b\u540c\u610f\u306e\u66f4\u65b0<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u6c7a\u5b9a\u3068\u6295\u8cc7\u63d0\u6848<\/li>\n\n\n\n<li>\u9867\u5ba2\u3068\u306e\u3059\u3079\u3066\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA\u3084SRO\u306e\u67fb\u5bdf\u306e\u969b\u3001\u9280\u884c\u306f\u3057\u3070\u3057\u3070\u9867\u5ba2\u306e\u30b5\u30f3\u30d7\u30eb\u306e\u5b8c\u5168\u306a\u30d5\u30a1\u30a4\u30eb\u3092\u63d0\u51fa\u3059\u308b\u3088\u3046\u6c42\u3081\u3089\u308c\u308b\u3002\u3053\u308c\u306b\u306f\u3001\u3059\u3079\u3066\u306eKYC\u30d0\u30fc\u30b8\u30e7\u30f3\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30ce\u30fc\u30c8\u3001\u53d6\u5f15\u5c65\u6b74\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u304c\u542b\u307e\u308c\u308b\u3002\u624b\u4f5c\u696d\u3067\u96c6\u8a08\u3059\u308b\u3068\u4f55\u65e5\u3082\u304b\u304b\u308a\u3001\u8ee2\u8a18\u30df\u30b9\u3082\u751f\u3058\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3053\u308c\u3089\u306e\u30d5\u30a1\u30a4\u30eb\u3084\u6a19\u6e96\u5316\u3055\u308c\u305f\u30ec\u30dd\u30fc\u30c8\u3092\u6570\u5206\u3067\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u8a2d\u5b9a\u6e08\u307f\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u671f\u9650\u5207\u308c\u306e\u30ec\u30d3\u30e5\u30fc\u3001\u30cf\u30a4\u30ea\u30b9\u30af\u30fb\u30a2\u30e9\u30fc\u30c8\u3001\u30dd\u30ea\u30b7\u30fc\u9055\u53cd\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u8ffd\u8de1\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-immutable-activity-logs-and-case-files\">\u4e0d\u5909\u306e\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u30ed\u30b0\u3068\u30b1\u30fc\u30b9\u30d5\u30a1\u30a4\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3001\u30e6\u30fc\u30b6\u30fcID\u3001IP\u60c5\u5831\u3092\u542b\u3080\u6539\u3056\u3093\u9632\u6b62\u30ed\u30b0\u306f\u3001\u5185\u90e8\u8abf\u67fb\u3068\u898f\u5236\u5f53\u5c40\u306e\u4fe1\u983c\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u3001\u6587\u66f8\u306e\u5909\u66f4\u306f\u3059\u3079\u3066\u8a18\u9332\u3055\u308c\u308b\u3079\u304d\u3067\u3042\u308a\u3001\u9ed9\u3063\u3066\u524a\u9664\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u30b5\u30dd\u30fc\u30c8\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5185\u90e8\u76e3\u67fb\u30ec\u30d3\u30e5\u30fc<\/li>\n\n\n\n<li>\u5185\u90e8\u544a\u767a\u8005\u8abf\u67fb<\/li>\n\n\n\n<li>\u4e8b\u6545\u5f8c\u306e\u5206\u6790<\/li>\n\n\n\n<li>\u7279\u5b9a\u306e\u53d6\u5f15\u306b\u95a2\u3059\u308b\u898f\u5236\u5f53\u5c40\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u8907\u96d1\u306a\u8abf\u67fb\u3092\u30b1\u30fc\u30b9\u3068\u3057\u3066\u69cb\u9020\u5316\u3057\u3001\u5404\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u307e\u305f\u306f\u30a2\u30e9\u30fc\u30c8\u306e\u95a2\u9023\u3059\u308b\u6d3b\u52d5\u3001\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u3001\u6c7a\u5b9a\u3092\u30b0\u30eb\u30fc\u30d7\u5316\u3057\u307e\u3059\u3002\u4e00\u3064\u306e\u30b1\u30fc\u30b9\u30d5\u30a1\u30a4\u30eb\u306b\u306f\u3001\u6700\u521d\u306e\u7591\u308f\u3057\u3044\u6d3b\u52d5\u306e\u5831\u544a\u3001\u3059\u3079\u3066\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306e\u9023\u7d61\u3001\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u306e\u7d50\u679c\u3001\u6700\u7d42\u7684\u306a\u51e6\u5206\u304c\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u306e\u5185\u90e8\u76e3\u67fb\u3067\u3001\u7591\u308f\u3057\u3044\u95a2\u4fc2\u306e\u5168\u5c65\u6b74\u3092\u518d\u69cb\u7bc9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3068\u3057\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u306fCRM\u306e\u30b1\u30fc\u30b9\u30fb\u30d5\u30a1\u30a4\u30eb\u3092\u53d6\u308a\u51fa\u3057\u3001\u624b\u4f5c\u696d\u3067\u7d44\u307f\u7acb\u3066\u306a\u304f\u3066\u3082\u3001\u5b8c\u5168\u306a\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3092\u76f4\u63a5\u63d0\u4f9b\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f37\u529b\u306a\u30ed\u30ae\u30f3\u30b0\u306f\u8aac\u660e\u8cac\u4efb\u3082\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002\u4f55\u304b\u554f\u984c\u304c\u8d77\u304d\u305f\u3068\u304d\u3001\u9280\u884c\u306f\u4f55\u304c\u8d77\u304d\u305f\u306e\u304b\u3001\u8ab0\u304c\u95a2\u4e0e\u3057\u305f\u306e\u304b\u3092\u6b63\u78ba\u306b\u793a\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardized-regulatory-and-management-reporting\">\u6a19\u6e96\u5316\u3055\u308c\u305f\u898f\u5236\u304a\u3088\u3073\u7d4c\u55b6\u5831\u544a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d6\u7de0\u5f79\u4f1a\u3001FINMA\u3001\u5916\u56fd\u306e\u898f\u5236\u5f53\u5c40\u3078\u306e\u5b9a\u671f\u7684\u306a\u5831\u544a\u66f8\u306f\u3001\u3057\u3070\u3057\u3070\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u4f5c\u6210\u3055\u308c\u308b\u3002\u305d\u308c\u305e\u308c\u306e\u30cf\u30f3\u30c9\u30aa\u30d5\u306f\u3001\u30a8\u30e9\u30fc\u3068\u9045\u5ef6\u306e\u53ef\u80fd\u6027\u3092\u3082\u305f\u3089\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306eCRM\u304b\u3089\u4f5c\u6210\u3067\u304d\u308b\u4ee3\u8868\u7684\u306a\u30ec\u30dd\u30fc\u30c8\u306b\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\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>\u30ec\u30dd\u30fc\u30c8\u306e\u7a2e\u985e<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u89b3\u5ba2<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u983b\u5ea6<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC\u5be9\u67fb\u306e\u30d0\u30c3\u30af\u30ed\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a6\u30a3\u30fc\u30af\u30ea\u30fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30ec\u30d9\u30eb\u306e\u5206\u5e03<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>FINMA\u7406\u4e8b\u4f1a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u56db\u534a\u671f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6cd5\u52d9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6bce\u6708<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u540c\u610f\u72b6\u6cc1\u30b5\u30de\u30ea\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u4fdd\u8b77\u8cac\u4efb\u8005<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6bce\u6708<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30cf\u30a4\u30ea\u30b9\u30af\u9867\u5ba2\u767b\u9332<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e0a\u7d1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6bce\u6708<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u7279\u5b9a\u306e\u7ba1\u8f44\u533a\u57df\u3084\u30d6\u30c3\u30ad\u30f3\u30b0\u30bb\u30f3\u30bf\u30fc\u306e\u898f\u5236\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u76f4\u63a5\u30d5\u30a3\u30fc\u30c9\u3059\u308b\u69cb\u9020\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3092\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6708\u6b21\u307e\u305f\u306f\u56db\u534a\u671f\u5831\u544a\u66f8\u306e\u81ea\u52d5\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u8ca0\u62c5\u3092\u8efd\u6e1b\u3057\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3078\u306e\u4f9d\u5b58\u3092\u524a\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305f\u3001\u4e00\u8cab\u6027\u306e\u3042\u308b\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u4e0a\u7d1a\u7ba1\u7406\u8077\u304c\u884c\u52d5\u30ea\u30b9\u30af\u3092\u76e3\u8996\u3057\u3001\u554f\u984c\u304c\u6df1\u523b\u5316\u3059\u308b\u524d\u306b\u7a4d\u6975\u7684\u306b\u65b9\u91dd\u3092\u8abf\u6574\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-coordinating-compliance-across-front-middle-and-back-office\">\u30d5\u30ed\u30f3\u30c8\u3001\u30df\u30c9\u30eb\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u306b\u308f\u305f\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8abf\u6574<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306e\u591a\u304f\u306f\u3001\u5f15\u7d99\u304e\u306e\u6642\u70b9\u3067\u767a\u751f\u3057\u3066\u3044\u308b\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u304c\u66f8\u985e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u305f\u304c\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u304c\u6c17\u3065\u304b\u306a\u3044\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30d3\u30e5\u30fc\u304c\u4fdd\u7559\u3055\u308c\u3066\u3044\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u30d5\u30ed\u30f3\u30c8\u30fb\u30aa\u30d5\u30a3\u30b9\u304c\u3068\u306b\u304b\u304f\u4f5c\u696d\u3092\u9032\u3081\u308b\u3002\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u9014\u7d76\u3048\u3001\u30ae\u30e3\u30c3\u30d7\u304c\u751f\u3058\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306eCRM\u306f\u5171\u6709\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3001\u30bf\u30b9\u30af\u3001\u627f\u8a8d\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304c\u9069\u5207\u306a\u30a2\u30af\u30bb\u30b9\u30ed\u30fc\u30eb\u306e\u3082\u3068\u3001\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u30c1\u30fc\u30e0\u306b\u3088\u3063\u3066\u53ef\u8996\u5316\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3084\u500b\u4eba\u7684\u306a\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e\u6df7\u4e71\u3092\u3001\u69cb\u9020\u5316\u3055\u308c\u305f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u6a19\u6e96\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30d5\u30ed\u30f3\u30c8\u30fb\u30aa\u30d5\u30a3\u30b9\u304c\u66f8\u985e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u305f\u5f8c\u3001\u54c1\u8cea\u30c1\u30a7\u30c3\u30af\u304c\u901a\u904e\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30b5\u30a4\u30f3\u304c\u8a18\u9332\u3055\u308c\u308b\u307e\u3067\u3001\u30df\u30c9\u30eb\u30fb\u30aa\u30d5\u30a3\u30b9\u306f\u4f5c\u696d\u3092\u9032\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u306a\u3044\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u5404\u30b9\u30c6\u30c3\u30d7\u306f\u53ef\u8996\u5316\u3055\u308c\u3066\u304a\u308a\u3001\u4f55\u3082\u6f0f\u308c\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3068EU\u306e\u62e0\u70b9\u3067\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u30eb\u30fc\u30eb\u304c\u7570\u306a\u308b\u30de\u30eb\u30c1\u30d6\u30c3\u30ad\u30f3\u30b0\u30bb\u30f3\u30bf\u30fc\u306e\u9280\u884c\u3092\u8003\u3048\u3066\u307f\u307e\u3057\u3087\u3046\u3002CRM\u306f\u81ea\u52d5\u7684\u306b\u4e88\u7d04\u5834\u6240\u3068\u9867\u5ba2\u306e\u5c45\u4f4f\u5730\u306b\u57fa\u3065\u3044\u3066\u6b63\u3057\u3044\u8981\u4ef6\u3092\u9069\u7528\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-crm-as-a-shared-compliance-workspace\">\u5171\u6709\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3068\u3057\u3066\u306eCRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306eCRM\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u30ea\u30b9\u30af\u30fb\u30c1\u30fc\u30e0\u306b\u3068\u3063\u3066\u5171\u901a\u306e\u30b3\u30c3\u30af\u30d4\u30c3\u30c8\u306e\u3088\u3046\u306b\u611f\u3058\u3089\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u4e3b\u306a\u6a5f\u80fd\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u671f\u9650\u3068\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30d1\u30b9\u306b\u3088\u308b\u30bf\u30b9\u30af\u5272\u308a\u5f53\u3066<\/li>\n\n\n\n<li>\u66f8\u985e\u306e\u7d1b\u5931\u3084\u6709\u52b9\u671f\u9650\u304c\u8fd1\u3065\u3044\u305f\u5834\u5408\u306e\u8b66\u544a<\/li>\n\n\n\n<li>\u671f\u9650\u5207\u308c\u30ec\u30d3\u30e5\u30fc\u306e\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li>\n\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u306b\u5fdc\u3058\u305f\u30ea\u30de\u30a4\u30f3\u30c0\u30fc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u9867\u5ba2\u30ec\u30d3\u30e5\u30fc\u306e\u6709\u52b9\u671f\u9650\u304c30\u65e5\u5f8c\u306b\u8feb\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u8b66\u544a\u3059\u308b\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u8868\u793a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u76f4\u524d\u306e\u614c\u305f\u3060\u3057\u3055\u3092\u9632\u304e\u3001\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306b\u76f4\u63a5\u8a18\u9332\u3055\u308c\u305f\u30b3\u30e1\u30f3\u30c8\u3084\u6c7a\u5b9a\u4e8b\u9805\u306b\u3088\u308a\u3001\u8ab0\u304c\u3044\u3064\u4f55\u3092\u627f\u8a8d\u3057\u305f\u304b\u3068\u3044\u3046\u66d6\u6627\u3055\u304c\u306a\u304f\u306a\u308a\u307e\u3059\u3002\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30c1\u30a7\u30fc\u30f3\u3092\u691c\u7d22\u3057\u305f\u308a\u3001\u8a18\u61b6\u304b\u3089\u4f1a\u8a71\u3092\u518d\u69cb\u7bc9\u3057\u305f\u308a\u3059\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ef\u8996\u6027\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u3067\u3001\u90e8\u9580\u9593\u306e\u6469\u64e6\u3092\u6e1b\u3089\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u30ec\u30d3\u30e5\u30fc\u306e\u30b5\u30a4\u30af\u30eb\u3092\u77ed\u7e2e\u3057\u307e\u3059\u3002\u5168\u54e1\u304c\u540c\u3058\u30b7\u30b9\u30c6\u30e0\u3067\u4f5c\u696d\u3059\u308b\u3053\u3068\u3067\u3001\u65b0\u898f\u9867\u5ba2\u306e\u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u8fc5\u901f\u306b\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-multi-booking-center-and-cross-border-rule-management\">\u30de\u30eb\u30c1\u30fb\u30d6\u30c3\u30ad\u30f3\u30b0\u30fb\u30bb\u30f3\u30bf\u30fc\u3068\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30eb\u30fc\u30eb\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u9280\u884c\u306f\u591a\u304f\u306e\u5834\u5408\u3001\u8907\u6570\u306e\u30d6\u30c3\u30ad\u30f3\u30b0\u30fb\u30bb\u30f3\u30bf\u30fc\u3092\u901a\u3058\u3066\u9867\u5ba2\u3092\u7ba1\u7406\u3057\u3001\u305d\u308c\u305e\u308c\u7570\u306a\u308b\u66f8\u985e\u3084\u6d41\u901a\u8981\u4ef6\u304c\u3042\u308b\u3002\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u3067\u30d6\u30c3\u30ad\u30f3\u30b0\u3055\u308c\u305f\u9867\u5ba2\u306f\u3001\u30eb\u30af\u30bb\u30f3\u30d6\u30eb\u30af\u3067\u30d6\u30c3\u30ad\u30f3\u30b0\u3055\u308c\u305f\u9867\u5ba2\u3068\u306f\u7570\u306a\u308b\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u306b\u76f4\u9762\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u3001\u56fd\u5225\u306b\u8a2d\u5b9a\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u3079\u304d\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8981\u4ef6<\/li>\n\n\n\n<li>\u88fd\u54c1\u8cc7\u683c\u898f\u5b9a<\/li>\n\n\n\n<li>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u5236\u9650<\/li>\n\n\n\n<li>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u57fa\u6e96<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3068\u30a4\u30bf\u30ea\u30a2\u306e\u4e21\u65b9\u306e\u4e8b\u696d\u6240\u304c\u9867\u5ba2\u3092\u63a2\u3057\u3066\u3044\u308b\u5834\u5408\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u9867\u5ba2\u306f\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u3067\u4e88\u7d04\u3055\u308c\u3066\u3044\u308b\u304c\u3001\u30a4\u30bf\u30ea\u30a2\u306b\u5c45\u4f4f\u3057\u3066\u3044\u308b\u3002InvestGlass\u306f\u81ea\u52d5\u7684\u306b\u30b9\u30a4\u30b9\u3068EU\u306e\u4e21\u65b9\u306e\u898f\u5247\u3092\u30ab\u30d0\u30fc\u3059\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d1\u30b9\u3092\u901a\u3057\u307e\u3059\u3002\u624b\u52d5\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u306f\u5fc5\u8981\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u898f\u5236\u56fd\u306b\u975e\u6e96\u62e0\u306e\u8cc7\u6599\u3092\u9001\u308d\u3046\u3068\u3057\u305f\u5834\u5408\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u9055\u53cd\u306e\u53ef\u80fd\u6027\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u8907\u96d1\u306a\u898f\u5236\u3092\u9069\u7528\u3059\u308b\u305f\u3081\u306b\u9759\u7684\u306aPDF\u30de\u30cb\u30e5\u30a2\u30eb\u3084\u8a18\u61b6\u306b\u983c\u3063\u3066\u3044\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u500b\u4eba\u7684\u306a\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001CRM\u5185\u3067\u6700\u65b0\u306e\u30eb\u30fc\u30eb\u30bb\u30c3\u30c8\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u5927\u898f\u6a21\u306aIT\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u5fc5\u8981\u3068\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u5730\u57df\u306e\u898f\u5236\u306e\u5909\u66f4\u306b\u5fdc\u3058\u3066\u305d\u308c\u3089\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leveraging-ai-in-a-swiss-crm-without-compromising-compliance\">\u30b9\u30a4\u30b9\u306eCRM\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u640d\u306a\u308f\u305a\u306bAI\u3092\u6d3b\u7528\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306f\u53d6\u5f15\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3001\u30ea\u30b9\u30af\u96c6\u8a08\u3001\u9867\u5ba2\u5206\u6790\u3067\u307e\u3059\u307e\u3059\u5229\u7528\u3055\u308c\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u3002\u3057\u304b\u3057\u3001\u898f\u5236\u3055\u308c\u305f\u74b0\u5883\u3067AI\u3092\u5c0e\u5165\u3059\u308b\u306b\u306f\u3001\u8aac\u660e\u53ef\u80fd\u6027\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u3001\u30e2\u30c7\u30eb\u30fb\u30ac\u30d0\u30ca\u30f3\u30b9\u306b\u6ce8\u610f\u3092\u6255\u3046\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306eCRM\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u5185\u306b\u3068\u3069\u307e\u308bAI\u6a5f\u80fd\u3092\u7d44\u307f\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3055\u308c\u3066\u3044\u306a\u3044\u5916\u90e8\u30e2\u30c7\u30eb\u306b\u9001\u4fe1\u3059\u308b\u3053\u3068\u3092\u907f\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6d77\u5916\u306e\u30af\u30e9\u30a6\u30c9\u30fb\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u9280\u884c\u306e\u6a5f\u5bc6\u60c5\u5831\u3092\u51e6\u7406\u3059\u308b\u3053\u3068\u3078\u306e\u61f8\u5ff5\u306b\u5bfe\u51e6\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">EU\u306eAI\u6cd5\u306e\u8b70\u8ad6\u3084FINMA\u306e\u671f\u5f85\u304b\u3089\u65b0\u305f\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u793a\u3055\u308c\u3001\u9867\u5ba2\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308bAI\u306e\u6c7a\u5b9a\u306f\u8aac\u660e\u53ef\u80fd\u3067\u76e3\u67fb\u53ef\u80fd\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3068\u5f37\u8abf\u3055\u308c\u3066\u3044\u308b\u3002\u7406\u89e3\u3082\u30ec\u30d3\u30e5\u30fc\u3082\u3067\u304d\u306a\u3044\u30d6\u30e9\u30c3\u30af\u30dc\u30c3\u30af\u30b9\u30fb\u30e2\u30c7\u30eb\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ea\u30b9\u30af\u3092\u751f\u3080\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001AI\u3092\u4e3b\u306b\u4eba\u9593\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u4eba\u9593\u3092\u652f\u63f4\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3057\u3066\u3044\u308b\u3002AI\u306f\u8907\u96d1\u306aKYC\u30d5\u30a1\u30a4\u30eb\u3092\u8981\u7d04\u3057\u305f\u308a\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u6b21\u5584\u306e\u7b56\u3092\u63d0\u6848\u3057\u305f\u308a\u3001\u30ea\u30b9\u30af\u30fb\u30ec\u30d9\u30eb\u5225\u306b\u30a2\u30e9\u30fc\u30c8\u306e\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u305f\u308a\u3059\u308b\u3002\u6700\u7d42\u7684\u306a\u6c7a\u5b9a\u8cac\u4efb\u306f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306b\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306e\u30a2\u30a6\u30c8\u30d7\u30c3\u30c8\u306f\u3001\u5b8c\u5168\u306a\u6587\u8108\u3068\u3068\u3082\u306bCRM\u306b\u8a18\u9332\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u3042\u308b\u6c7a\u5b9a\u304c\u5f8c\u306b\u9867\u5ba2\u3084\u898f\u5236\u5f53\u5c40\u304b\u3089\u7570\u8b70\u3092\u7533\u3057\u7acb\u3066\u3089\u308c\u305f\u5834\u5408\u3001\u9280\u884c\u306fAI\u304c\u4f55\u3092\u63a8\u5968\u3057\u3001\u4eba\u9593\u304c\u3069\u306e\u3088\u3046\u306b\u6c7a\u5b9a\u3057\u305f\u304b\u3092\u6b63\u78ba\u306b\u793a\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-practical-ai-use-cases-in-compliance-workflows\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u304a\u3051\u308b\u5b9f\u8df5\u7684AI\u6d3b\u7528\u4e8b\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3044\u304f\u3064\u304b\u306e\u5177\u4f53\u7684\u306a\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306f\u3001AI\u304c\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u640d\u306a\u3046\u3053\u3068\u306a\u304f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5f37\u5316\u3067\u304d\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30cf\u30a4\u30ea\u30b9\u30af\u9867\u5ba2\u5411\u3051\u306e\u30ea\u30b9\u30af\u30fb\u30b5\u30de\u30ea\u30fc<\/strong> AI\u304c\u8907\u96d1\u306a\u6240\u6709\u69cb\u9020\u3092\u5e73\u6613\u306a\u8a00\u8449\u3067\u8981\u7d04\u3057\u3066\u304f\u308c\u308b\u305f\u3081\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u30ec\u30d3\u30e5\u30fc\u306e\u969b\u306b\u91cd\u8981\u306a\u554f\u984c\u306b\u7126\u70b9\u3092\u5f53\u3066\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4ea4\u6d41\u5c65\u6b74\u306e\u7570\u5e38\u691c\u51fa<\/strong> AI\u306f\u3001\u53d6\u5f15\u983b\u5ea6\u3084\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30c8\u30fc\u30f3\u306e\u6025\u6fc0\u306a\u5909\u5316\u306a\u3069\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306b\u304a\u3051\u308b\u7570\u5e38\u306a\u30d1\u30bf\u30fc\u30f3\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30de\u30fc\u30c8\u306a\u6587\u66f8\u5206\u985e\uff1a<\/strong> AI\u304c\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3055\u308c\u305f\u6587\u66f8\u3092\u81ea\u52d5\u7684\u306b\u5206\u985e\u3059\u308b\u305f\u3081\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30bf\u30b0\u4ed8\u3051\u304c\u6e1b\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d5\u30a1\u30a4\u30eb\u304c\u6700\u521d\u304b\u3089\u6b63\u3057\u304f\u6574\u7406\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a2\u30e9\u30fc\u30c8\u30ad\u30e5\u30fc\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051\uff1a<\/strong> AI\u304c\u30ea\u30b9\u30af\u30ec\u30d9\u30eb\u5225\u306b\u30a2\u30e9\u30fc\u30c8\u3092\u30e9\u30f3\u30af\u4ed8\u3051\u3059\u308b\u305f\u3081\u3001\u4eba\u9593\u306e\u30ec\u30d3\u30e5\u30a2\u30fc\u306f\u6700\u3082\u91cd\u8981\u306a\u30d5\u30a1\u30a4\u30eb\u306b\u6700\u521d\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30d0\u30c3\u30af\u30ed\u30b0\u3092\u6e1b\u3089\u3057\u3001\u30ec\u30b9\u30dd\u30f3\u30b9\u30bf\u30a4\u30e0\u3092\u6539\u5584\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e74\u306b\u30b9\u30a4\u30b9\u306e\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u304c\u8907\u96d1\u306a\u4fe1\u8a17\u69cb\u9020\u3092\u898b\u76f4\u3059\u3053\u3068\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002AI\u306f\u4e3b\u8981\u306a\u6240\u6709\u8005\u60c5\u5831\u3092\u62bd\u51fa\u3057\u3001\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u308f\u304b\u308a\u3084\u3059\u304f\u8868\u793a\u3059\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u5341\u5206\u306a\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u5224\u65ad\u3092\u8fc5\u901f\u306b\u4e0b\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3059\u3079\u3066\u306eAI\u51fa\u529b\u306f\u30b9\u30a4\u30b9\u306e\u30a4\u30f3\u30d5\u30e9\u306b\u6b8b\u308a\u3001\u4ed6\u306eCRM\u30c7\u30fc\u30bf\u3068\u540c\u3058\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3068\u30ed\u30ae\u30f3\u30b0\u30fb\u30eb\u30fc\u30eb\u306e\u5bfe\u8c61\u3068\u306a\u308b\u3002AI\u30e2\u30c7\u30eb\u306e\u691c\u8a3c\u3068\u76e3\u8996\u3092\u542b\u3080\u30ac\u30d0\u30ca\u30f3\u30b9\u306e\u67a0\u7d44\u307f\u306f\u6587\u66f8\u5316\u3055\u308c\u3001\u5185\u90e8\u76e3\u67fb\u30c1\u30fc\u30e0\u304c\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"337\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter.png\" alt=\"https:\/\/www.shutterstock.com\/image-photo\/analyst-uses-computer-dashboard-data-business-2571757775\" class=\"wp-image-48970\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-18x10.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-selecting-and-implementing-a-swiss-crm-for-compliance-success\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6210\u529f\u306e\u305f\u3081\u306e\u30b9\u30a4\u30b9\u88fdCRM\u306e\u9078\u629e\u3068\u5c0e\u5165<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306aCRM\u30d9\u30f3\u30c0\u30fc\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u81ea\u4f53\u304c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u6c7a\u5b9a\u4e8b\u9805\u3067\u3059\u3002FINMA\u306e\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u304a\u3088\u3073\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30fb\u30ea\u30b9\u30af\u306b\u95a2\u3059\u308b\u898f\u5247\u3067\u306f\u3001\u9280\u884c\u306f\u3001\u4ed6\u306e\u91cd\u8981\u306a\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u5951\u7d04\u3068\u540c\u69d8\u306b\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u5bfe\u3059\u308b\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3092\u5b9f\u65bd\u3059\u308b\u3053\u3068\u304c\u7fa9\u52d9\u4ed8\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u306a\u8a55\u4fa1\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>\u57fa\u6e96<\/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>\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u5916\u56fd\u6cd5\u306b\u3055\u3089\u3055\u308c\u308b\u6a5f\u4f1a\u3092\u6e1b\u3089\u3059<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53b3\u683c\u306a\u8981\u4ef6\u3092\u6e80\u305f\u3059\u6a5f\u95a2\u5411\u3051\u306b\u6700\u5927\u9650\u306e\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u63d0\u4f9b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u898f\u5236\u306b\u95a2\u3059\u308b\u53c2\u8003\u8cc7\u6599<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u540c\u69d8\u306e\u6a5f\u95a2\u306b\u304a\u3044\u3066\u5b9f\u7e3e\u304c\u3042\u308b\u3053\u3068\u3092\u793a\u3059<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a8d\u8a3c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6280\u8853\u7684\u306a\u4fdd\u8b77\u63aa\u7f6e\u304c\u696d\u754c\u57fa\u6e96\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u691c\u8a3c\u3059\u308b\u3002<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>IT\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u6e96\u5099<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d9\u30f3\u30c0\u30fc\u304c\u30ea\u30b9\u30af\u30c1\u30fc\u30e0\u304b\u3089\u306e\u8a73\u7d30\u306a\u8cea\u554f\u306b\u7b54\u3048\u3089\u308c\u308b\u3053\u3068\u3092\u793a\u3059\u3002<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u306f\u3001\u975e\u6280\u8853\u30c1\u30fc\u30e0\u304c\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30d5\u30a9\u30fc\u30e0\u3001\u6a29\u9650\u3092\u3044\u304b\u306b\u7c21\u5358\u306b\u8a2d\u5b9a\u3067\u304d\u308b\u304b\u3092\u8a55\u4fa1\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308c\u3070\u3001\u30dd\u30ea\u30b7\u30fc\u3092\u5909\u66f4\u3059\u308b\u305f\u3073\u306b\u5927\u898f\u6a21\u306a\u30b3\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u884c\u3046\u5fc5\u8981\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u306a\u6bb5\u968e\u7684\u5c0e\u5165\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u9032\u3081\u3089\u308c\u308b\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u30c7\u30a3\u30b9\u30ab\u30d0\u30ea\u30fc\u3068\u8981\u4ef6\u30de\u30c3\u30d4\u30f3\u30b0<\/li>\n\n\n\n<li>\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u30c7\u30fc\u30bf\u79fb\u884c<\/li>\n\n\n\n<li>\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc1\u30ab\u6240\u3067\u306e\u30d1\u30a4\u30ed\u30c3\u30c8<\/li>\n\n\n\n<li>\u5404\u90e8\u9580\u306b\u5f90\u3005\u306b\u62e1\u5927<\/li>\n\n\n\n<li>\u9069\u5207\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u3088\u308b\u672c\u756a\u914d\u5099<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u72ec\u7acb\u7cfb\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u5411\u3051\u306b\u69cb\u7bc9\u6e08\u307f\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u3001\u4e00\u822c\u7684\u306a\u898f\u5236\u4e0a\u306e\u671f\u5f85\u3092\u53cd\u6620\u3057\u305f\u51fa\u767a\u70b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4fa1\u5024\u3092\u9ad8\u3081\u308b\u307e\u3067\u306e\u6642\u9593\u3092\u77ed\u7e2e\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-questions-compliance-teams-should-ask-vendors\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u304c\u30d9\u30f3\u30c0\u30fc\u306b\u3059\u3079\u304d\u8cea\u554f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306eCRM\u3092\u9078\u629e\u3059\u308b\u524d\u306b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u6b21\u306e\u3053\u3068\u3092\u5c0b\u306d\u308b\u3079\u304d\u3067\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u30c7\u30fc\u30bf\u306f\u5177\u4f53\u7684\u306b\u3069\u3053\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u3001\u3069\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u5229\u7528\u3057\u3066\u3044\u308b\u306e\u304b\u3002<\/li>\n\n\n\n<li>\u76e3\u67fb\u30ed\u30b0\u306f\u3069\u306e\u3088\u3046\u306b\u4fdd\u5b58\u3055\u308c\u3001\u30ec\u30ae\u30e5\u30ec\u30fc\u30bf\u30fc\u306e\u30ec\u30d3\u30e5\u30fc\u7528\u306b\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3067\u304d\u307e\u3059\u304b\uff1f<\/li>\n\n\n\n<li>\u30b9\u30a4\u30b9\u306eFADP\u3068GDPR\u306b\u57fa\u3065\u304f\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u5bfe\u5fdc\u30d7\u30ed\u30bb\u30b9\u3068\u3001\u9055\u53cd\u306e\u901a\u77e5\u65b9\u6cd5\u3068\u306f\uff1f<\/li>\n\n\n\n<li>\u30b5\u30fc\u30d3\u30b9\u30fb\u30c1\u30a7\u30fc\u30f3\u306e\u4e0b\u8acb\u3051\u696d\u8005\u306f\u8ab0\u3067\u3001\u3069\u3053\u306b\u3044\u308b\u306e\u304b\uff1f<\/li>\n\n\n\n<li>\u30d9\u30f3\u30c0\u30fc\u306f\u3001CRM\u304c\u5b9f\u969b\u306e\u898f\u5236\u5f53\u5c40\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3092\u3069\u306e\u3088\u3046\u306b\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u308b\u304b\u3092\u793a\u3059\u30a8\u30d3\u30c7\u30f3\u30b9\u30d1\u30c3\u30af\u306e\u30b5\u30f3\u30d7\u30eb\u3092\u63d0\u4f9b\u3067\u304d\u307e\u3059\u304b\uff1f<\/li>\n\n\n\n<li>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30fb\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u304c\u5fc5\u8981\u306a\u6a5f\u95a2\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u6697\u53f7\u5316\u306e\u5b9f\u8df5\u3001\u305d\u3057\u3066\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u5c55\u958b\u306b\u95a2\u3059\u308b\u900f\u660e\u6027\u306e\u9ad8\u3044\u6587\u66f8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u30d5\u30a1\u30a4\u30eb\u3001\u76e3\u67fb\u8a3c\u8de1\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u304c\u898f\u5236\u5f53\u5c40\u306b\u3069\u306e\u3088\u3046\u306b\u8868\u793a\u3055\u308c\u308b\u304b\u3092\u793a\u3059\u30b5\u30f3\u30d7\u30eb\u30fb\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b8c\u5168\u306a\u4e0b\u8acb\u3051\u30c1\u30a7\u30fc\u30f3\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002CRM\u30d9\u30f3\u30c0\u30fc\u304c\u30b9\u30a4\u30b9\u306e\u4f01\u696d\u3067\u3042\u3063\u3066\u3082\u3001\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3084\u96fb\u5b50\u7f72\u540d\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u3088\u3046\u306a\u7d44\u307f\u8fbc\u307f\u30b5\u30fc\u30d3\u30b9\u304c\u3001\u5916\u56fd\u306e\u53f8\u6cd5\u7ba1\u8f44\u533a\u3092\u7d4c\u7531\u3057\u3066\u30c7\u30fc\u30bf\u3092\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-turning-compliance-from-burden-into-advantage-with-swiss-crm\">\u7d50\u8ad6\u30b9\u30a4\u30b9\u306eCRM\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u8ca0\u62c5\u304b\u3089\u5229\u70b9\u306b\u5909\u3048\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u306f\u3001\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u624b\u4f5c\u696d\u306b\u3088\u308b\u4e8b\u5f8c\u7684\u306a\u8ca0\u62c5\u304b\u3089\u3001\u69cb\u9020\u5316\u3055\u308c\u3001\u307b\u307c\u81ea\u52d5\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u3078\u3068\u5909\u8c8c\u3055\u305b\u308b\u3002\u76e3\u67fb\u524d\u306b\u614c\u3066\u308b\u4ee3\u308f\u308a\u306b\u3001\u9280\u884c\u306f\u7d99\u7d9a\u7684\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u614b\u52e2\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\u3001\u540c\u610f\u3001\u9069\u5408\u6027\u3001\u76e3\u67fb\u8a3c\u8de1\u306e\u4e00\u5143\u5316\u306f\u3001\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u7f70\u91d1\u3084\u98a8\u8a55\u88ab\u5bb3\u306e\u30ea\u30b9\u30af\u3092\u76f4\u63a5\u7684\u306b\u8efd\u6e1b\u3059\u308b\u3002\u3059\u3079\u3066\u304c1\u3064\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u96c6\u7d04\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u30ae\u30e3\u30c3\u30d7\u304c\u53ef\u8996\u5316\u3055\u308c\u3001\u4fee\u6b63\u53ef\u80fd\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u5f37\u56fa\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a2d\u8a08\u306f\u3001\u4eca\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u5f97\u308b\u305f\u3081\u306e\u6226\u7565\u7684\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u304c8\u5146\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u3092\u8d85\u3048\u308b\u8cc7\u7523\u3092\u904b\u7528\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u307e\u3055\u306b\u9867\u5ba2\u304c\u81ea\u5206\u305f\u3061\u306e\u60c5\u5831\u306f\u5b89\u5168\u3060\u3068\u4fe1\u3058\u3066\u3044\u308b\u304b\u3089\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u3088\u308a\u826f\u3044\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3001\u3088\u308a\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30aa\u30d5\u30a1\u30fc\u306e\u305f\u3081\u306e\u57fa\u76e4\u3068\u3057\u3066\u6349\u3048\u3089\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002CRM\u3092\u3046\u307e\u304f\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u66f8\u985e\u3092\u63a2\u3057\u56de\u308b\u3088\u308a\u3082\u3001\u9867\u5ba2\u3078\u306e\u30b5\u30fc\u30d3\u30b9\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002CRM\u306f\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30eb\u30fc\u30eb\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3057\u306a\u304c\u3089\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u53d6\u308a\u5165\u308c\u306a\u304c\u3089\u3001\u898f\u5236\u5f53\u5c40\u306e\u671f\u5f85\u306b\u5148\u3093\u3058\u3088\u3046\u3068\u3059\u308b\u9280\u884c\u306b\u3068\u3063\u3066\u3001\u30b9\u30a4\u30b9\u306eCRM\u306f\u524d\u9032\u3078\u306e\u9053\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002InvestGlass\u306f\u7279\u5b9a\u306e\u898f\u5236\u306e\u7bc4\u56f2\u3084\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u306e\u69cb\u6210\u306b\u5408\u308f\u305b\u3066\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u69d8\u3005\u306a\u30cb\u30fc\u30ba\u3092\u6301\u3064\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u3092\u30b5\u30dd\u30fc\u30c8\u3057\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-long-does-it-typically-take-a-swiss-bank-to-implement-a-compliance-ready-crm\">\u30b9\u30a4\u30b9\u306e\u9280\u884c\u304c\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u5bfe\u5fdc\u3057\u305fCRM\u3092\u5c0e\u5165\u3059\u308b\u306b\u306f\u3001\u901a\u5e38\u3069\u308c\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\">\u73fe\u5b9f\u7684\u306a\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306f\u3001\u7d44\u7e54\u306e\u8907\u96d1\u3055\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u3002\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3067\u3042\u308c\u3070\u3001\u6848\u4ef6\u306e\u767a\u6398\u304b\u3089\u672c\u683c\u7684\u306a\u5c55\u958b\u307e\u30673\uff5e6\u30f5\u6708\u3092\u8981\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u30ec\u30ac\u30b7\u30fc\u30fb\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u5927\u898f\u6a21\u306a\u30c7\u30fc\u30bf\u79fb\u884c\u3092\u4f34\u3046\u5927\u898f\u6a21\u306a\u30de\u30eb\u30c1\u30fb\u30d6\u30c3\u30ad\u30f3\u30b0\u30fb\u30bb\u30f3\u30bf\u30fc\u306e\u5c55\u958b\u3067\u306f\u30019\u30ab\u6708\u304b\u308912\u30ab\u6708\u3092\u8981\u3059\u308b\u3053\u3068\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u5de6\u53f3\u3059\u308b\u4e3b\u306a\u8981\u56e0\u306b\u306f\u3001\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u306e\u30c7\u30fc\u30bf\u54c1\u8cea\u3001\u5fc5\u8981\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u6570\u3001\u793e\u5185\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u306a\u3069\u304c\u3042\u308a\u307e\u3059\u3002InvestGlass\u306e\u30d0\u30f3\u30ad\u30f3\u30b0\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3068\u30b9\u30a4\u30b9\u30d9\u30fc\u30b9\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30c1\u30fc\u30e0\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30ab\u30b9\u30bf\u30e0\u958b\u767a\u3092\u6e1b\u3089\u3057\u3001\u5b9f\u88c5\u3092\u77ed\u7e2e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001IT\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30d5\u30ed\u30f3\u30c8\u30fb\u30aa\u30d5\u30a3\u30b9\u306e\u30c1\u30e3\u30f3\u30d4\u30aa\u30f3\u304c\u65e9\u671f\u306b\u95a2\u4e0e\u3059\u308b\u3053\u3068\u3067\u3001\u793e\u5185\u3067\u306e\u691c\u8a3c\u3084\u30e6\u30fc\u30b6\u30fc\u5c0e\u5165\u304c\u52a0\u901f\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-swiss-crm-replace-stand-alone-compliance-systems-like-transaction-monitoring\">\u30b9\u30a4\u30b9\u306eCRM\u306f\u3001\u53d6\u5f15\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306e\u3088\u3046\u306a\u30b9\u30bf\u30f3\u30c9\u30a2\u30ed\u30fc\u30f3\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3001KYC\u3001\u9069\u5408\u6027\u3001\u6587\u66f8\u5316\u306e\u4e2d\u5fc3\u7684\u30cf\u30d6\u3068\u306a\u308a\u5f97\u308b\u3002\u3057\u304b\u3057\u3001\u9280\u884c\u306b\u3088\u3063\u3066\u306f\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u53d6\u5f15\u76e3\u8996\u3084\u5e02\u5834\u6feb\u7528\u306e\u691c\u77e5\u306b\u7279\u5316\u3057\u305f\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3059\u308b\u5834\u5408\u3082\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u3001CRM\u306e\u80fd\u529b\u3092\u8d85\u3048\u308b\u3088\u3046\u306a\u5927\u91cf\u306e\u53d6\u5f15\u5206\u6790\u306b\u6700\u9069\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c02\u9580\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u30a2\u30e9\u30fc\u30c8\u3084\u6c7a\u5b9a\u304cCRM\u306e\u9867\u5ba2\u8a18\u9332\u306b\u53cd\u6620\u3055\u308c\u308b\u3088\u3046\u3001\u5f37\u529b\u306a\u7d71\u5408\u304c\u512a\u5148\u3055\u308c\u307e\u3059\u3002InvestGlass\u306fAPI\u3068\u30a6\u30a7\u30d6\u30d5\u30c3\u30af\u3092\u516c\u958b\u3057\u3001\u30b9\u30a4\u30b9\u306e\u30a4\u30f3\u30d5\u30e9\u5185\u3067\u30de\u30b9\u30bf\u30fc\u9867\u5ba2\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u5916\u90e8\u306eAML\u30a8\u30f3\u30b8\u30f3\u3068\u63a5\u7d9a\u3057\u307e\u3059\u3002\u5c0f\u898f\u6a21\u306a\u91d1\u878d\u6a5f\u95a2\u3067\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u6a5f\u80fd\u3092CRM\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u304c\u3001\u5927\u898f\u6a21\u306a\u30e6\u30cb\u30d0\u30fc\u30b5\u30eb\u30d0\u30f3\u30af\u3067\u306f\u3001CRM\u306b\u30ea\u30f3\u30af\u3055\u308c\u305f\u8907\u6570\u306e\u5c02\u9580\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-swiss-crm-help-with-cross-border-client-advisory-restrictions\">\u30b9\u30a4\u30b9\u306eCRM\u306f\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9867\u5ba2\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u5236\u9650\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u30eb\u30fc\u30eb\u306f\u3001\u9867\u5ba2\u306e\u5c45\u4f4f\u5730\u3001\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6240\u5728\u5730\u306b\u4f9d\u5b58\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306fCRM\u306e\u5c5e\u6027\u3068\u3057\u3066\u30e2\u30c7\u30eb\u5316\u3067\u304d\u308b\u3002\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u5236\u9650\u3055\u308c\u305f\u5e02\u5834\u306e\u9867\u5ba2\u306b\u7279\u5b9a\u306e\u6587\u66f8\u3084\u6295\u8cc7\u63d0\u6848\u3092\u9001\u308b\u3053\u3068\u3092\u963b\u6b62\u3057\u305f\u308a\u3001\u5883\u754c\u7dda\u4e0a\u306e\u30b1\u30fc\u30b9\u306b\u5bfe\u3057\u3066\u8ffd\u52a0\u306e\u627f\u8a8d\u3092\u8981\u6c42\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u304c\u56fd\u7279\u6709\u306e\u5236\u7d04\u3092\u30a8\u30f3\u30b3\u30fc\u30c9\u3059\u308b\u30eb\u30fc\u30eb\u30a8\u30f3\u30b8\u30f3\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u898f\u5236\u304c\u5909\u66f4\u3055\u308c\u305f\u5834\u5408\u3001\u3053\u308c\u3089\u306e\u30eb\u30fc\u30eb\u306f\u5927\u898f\u6a21\u306aIT\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306a\u3057\u306b\u66f4\u65b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u8907\u96d1\u306a\u56fd\u5883\u3092\u8d8a\u3048\u305f\u5236\u7d04\u3092\u9069\u7528\u3059\u308b\u305f\u3081\u306b\u9759\u7684\u306aPDF\u30de\u30cb\u30e5\u30a2\u30eb\u3084\u30e1\u30e2\u30ea\u306b\u983c\u308b\u3053\u3068\u306b\u306a\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u500b\u4eba\u7684\u306a\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-main-data-protection-advantages-of-hosting-crm-data-in-switzerland\">CRM\u30c7\u30fc\u30bf\u3092\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u4e3b\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u306e\u5229\u70b9\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u5916\u56fd\u306e\u76e3\u8996\u6cd5\u306b\u3055\u3089\u3055\u308c\u308b\u6a5f\u4f1a\u3092\u6e1b\u3089\u3057\u3001\u5b88\u79d8\u7fa9\u52d9\u306b\u95a2\u3059\u308b\u591a\u304f\u306e\u500b\u4eba\u9867\u5ba2\u306e\u671f\u5f85\u306b\u6cbf\u3046\u3082\u306e\u3067\u3059\u3002\u30b9\u30a4\u30b9\u306b\u306f\u3001\u9280\u884c\u6a5f\u5bc6\u3068\u30c7\u30fc\u30bf\u4fdd\u8b77\u306b\u95a2\u3059\u308b\u9577\u5e74\u306e\u6cd5\u7684\u67a0\u7d44\u307f\u304c\u3042\u308a\u30012023\u5e749\u6708\u306b\u6539\u6b63\u3055\u308c\u305fFADP\u306b\u3088\u3063\u3066\u66f4\u65b0\u3055\u308c\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5f53\u5c40\u3068\u9867\u5ba2\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30aa\u30d7\u30b7\u30e7\u30f3\u304c\u53b3\u683c\u306a\u6a5f\u5bc6\u6027\u3068\u4e3b\u6a29\u8981\u4ef6\u306b\u9069\u5408\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3053\u306e\u74b0\u5883\u3092\u6d3b\u7528\u3057\u306a\u304c\u3089\u3001\u7ba1\u7406\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3092\u901a\u3058\u3066\u56fd\u969b\u7684\u306a\u9867\u5ba2\u3084\u56fd\u5883\u3092\u8d8a\u3048\u305f\u696d\u52d9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-a-compliance-focused-crm-only-relevant-for-large-banks\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u91cd\u8996\u306eCRM\u306f\u5927\u9280\u884c\u306b\u3057\u304b\u95a2\u4fc2\u306a\u3044\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA\u3084SRO\u306b\u3088\u3063\u3066\u76e3\u7763\u3055\u308c\u3066\u3044\u308b\u5c0f\u898f\u6a21\u306e\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3084\u72ec\u7acb\u7cfb\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3067\u3055\u3048\u3001\u5927\u898f\u6a21\u306a\u91d1\u878d\u6a5f\u95a2\u3068\u540c\u69d8\u306e\u6587\u66f8\u5316\u3084\u76e3\u67fb\u3078\u306e\u671f\u5f85\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002\u3069\u306e\u3088\u3046\u306a\u898f\u6a21\u306e\u91d1\u878d\u6a5f\u95a2\u3067\u3042\u3063\u3066\u3082\u3001\u540c\u3058\u57fa\u672c\u7684\u306a\u898f\u5236\u8981\u4ef6\u3092\u78ba\u5b9f\u306b\u9075\u5b88\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u8a3c\u660e\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a3c\u62e0\u3092\u4fdd\u5b58\u3057\u3001\u30ec\u30d3\u30e5\u30fc\u3092\u7ba1\u7406\u3059\u308b\u4e2d\u592e\u30b7\u30b9\u30c6\u30e0\u304c\u306a\u3044\u5834\u5408\u3001\u5c0f\u898f\u6a21\u306a\u30c1\u30fc\u30e0\u3067\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u5b9f\u969b\u306b\u9ad8\u3044\u500b\u4eba\u30ea\u30b9\u30af\u3092\u751f\u3080\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002InvestGlass\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306e\u3088\u3046\u306a\u8907\u96d1\u3055\u3092\u5fc5\u8981\u3068\u305b\u305a\u3001\u9280\u884c\u30b0\u30ec\u30fc\u30c9\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c4\u30fc\u30eb\u3092\u6c42\u3081\u308b\u30d6\u30c6\u30a3\u30c3\u30af\u3084\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306b\u9069\u3057\u305f\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u4e2d\u5c0f\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u3084\u6df1\u523b\u306a\u7f70\u91d1\u306e\u30b3\u30b9\u30c8\u306f\u3001\u6700\u65b0\u306e\u30b9\u30a4\u30b9CRM\u3078\u306e\u6295\u8cc7\u3092\u7c21\u5358\u306b\u4e0a\u56de\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-and-integration-ensuring-seamless-rollout-and-adoption\">\u5c0e\u5165\u3068\u7d71\u5408\uff1a\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u5c55\u958b\u3068\u63a1\u7528\u306e\u78ba\u4fdd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e CRM \u306e\u5c0e\u5165\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u9867\u5ba2\u30c7\u30fc\u30bf\u7ba1\u7406\u306e\u8fd1\u4ee3\u5316\u3092\u76ee\u6307\u3059\u91d1\u878d\u6a5f\u95a2 \u306b\u3068\u3063\u3066\u3001\u975e\u5e38\u306b\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002\u5c0e\u5165\u306e\u6210\u529f\u306f\u3001CRM 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id=\"h-best-practices-for-ongoing-banking-compliance-with-a-swiss-crm\">\u30b9\u30a4\u30b9\u306eCRM\u306b\u3088\u308b\u7d99\u7d9a\u7684\u306a\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d99\u7d9a\u7684\u306a\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u306b\u306f\u3001\u30b9\u30a4\u30b9\u306e CRM 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\u30dd\u30ea\u30b7\u30fc\u3092\u5b9a\u671f\u7684\u306b\u898b\u76f4\u3057\u3001\u66f4\u65b0\u3059\u308b\u3053\u3068\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u8ab2\u984c\u3092\u5148\u53d6\u308a\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \u30c7\u30fc\u30bf\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u304a\u3088\u3073\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u306e\u5b9a\u671f\u7684\u306a\u76e3\u67fb\u306f\u3001\u30b3\u30f3\u30d7\u30e9 \u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u304c\u6f5c\u5728\u7684\u306a\u30ae\u30e3\u30c3\u30d7\u3092\u7279\u5b9a\u3057\u3001\u554f\u984c\u306b\u767a\u5c55\u3059\u308b\u524d\u306b\u5bfe\u51e6\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002\u3053\u308c\u3089\u306e\u76e3\u67fb\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u5bfe\u3059\u308b\u7d99\u7d9a\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u3088\u3063\u3066\u88dc\u5b8c\u3055\u308c\u3001\u3059\u3079\u3066\u306e\u30b9\u30bf\u30c3\u30d5\u304c\u9ad8\u5ea6\u306a\u30c4\u30fc\u30eb\u3068\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u52b9\u679c\u7684\u306b\u4f7f\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u624b\u52d5\u30d7\u30ed\u30bb\u30b9\u3078\u306e\u4f9d\u5b58\u3092\u6e1b\u3089\u3057\u3001\u30a8\u30e9\u30fc\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u6700\u5927\u9650\u306b\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5185\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u3092\u5408\u7406\u5316\u3057\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u9867\u5ba2\u3001\u6295\u8cc7\u63d0\u6848\u3001\u7570\u5e38\u306a\u53d6\u5f15\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u3001\u3055\u3089\u306a\u308b\u691c\u8a0e\u3092\u4fc3\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u60c5\u5831\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u306f\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u52b9\u7387\u7684\u306b\u76e3\u8996\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u7ba1\u7406\u3057\u3001\u3059\u3079\u3066\u306e\u6d3b\u52d5\u304c\u898f\u5236\u4e0a\u306e\u671f\u5f85\u3084\u30c7\u30fc\u30bf\u4fdd\u8b77\u57fa\u6e96\u306b\u6cbf\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Leveraging digital transformation and advanced CRM tools enables Swiss banks and wealth management firms to respond quickly to changing regulations, reduce the risk of non compliance, and protect against reputational damage. Continuous improvement through regular policy updates, technology enhancements, and staff development ensures that compliance remains a core strength rather than a reactive burden.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3092\u65e5\u5e38\u696d\u52d9\u306b\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3001\u696d\u52d9\u52b9\u7387\u3001\u9577\u671f\u7684\u306a\u4e8b\u696d\u56de\u5fa9\u529b\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>A Swiss hosted CRM like InvestGlass helps banks comply with FINMA, GDPR, and the revised Swiss FADP while keeping client data in Switzerland under strict data sovereignty rules. Centralizing KYC, suitability, and onboarding workflows inside a sovereign CRM sharply reduces manual errors and audit stress for compliance teams. Using one platform for all compliance, onboarding, and client management needs streamlines operations and reduces reliance on multiple vendors. Swiss data centers and on premise options address data residency, secrecy, and cross border data transfer constraints that many private banks face today. A Swiss CRM serves as a single source for all client records, compliance documentation, and audit trails, ensuring consistency and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49015,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,918,18,1034,380,95],"class_list":["post-48949","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-software","tag-fintech","tag-kyc-compliance","tag-swiss-digital-sovereignty","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Meet Banking Compliance with Swiss CRM: Essential Strategies<\/title>\n<meta name=\"description\" content=\"Discover essential strategies for meeting banking compliance using Swiss CRM solutions. Ensure your business stays compliant\u2014read the article now!\" \/>\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\/\u30b9\u30a4\u30b9\u306ecrm\u3067\u9280\u884c\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u6e80\u305f\u3059\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 Meet Banking Compliance With A Swiss CRM\" \/>\n<meta property=\"og:description\" content=\"A Swiss hosted CRM like InvestGlass helps banks comply with FINMA, GDPR, and\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u30b9\u30a4\u30b9\u306ecrm\u3067\u9280\u884c\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u6e80\u305f\u3059\u65b9\u6cd5\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta 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