{"id":49038,"date":"2026-02-08T09:00:00","date_gmt":"2026-02-08T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49038"},"modified":"2026-02-07T15:45:56","modified_gmt":"2026-02-07T14:45:56","slug":"%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ae%e9%a1%a7%e5%ae%a2%e7%b6%ad%e6%8c%81%e7%8e%87%e3%82%92%e9%ab%98%e3%82%81%e3%82%8b%e3%81%ab","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-improve-client-retention-in-wealth-management\/","title":{"rendered":"\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u9867\u5ba2\u7dad\u6301\u306e\u6539\u5584\u65b9\u6cd5"},"content":{"rendered":"

\u65e2\u5b58\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u9867\u5ba2\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u306f\u3001\u65b0\u898f\u9867\u5ba2\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u3088\u308a\u3082\u8457\u3057\u304f\u53ce\u76ca\u6027\u304c\u9ad8\u304f\u30015%\u306e\u7dad\u6301\u7387\u5411\u4e0a\u306f\u3001\u3057\u3070\u3057\u307025%\u304b\u308995%\u306e\u5229\u76ca\u5897\u52a0\u306b\u3064\u306a\u304c\u308b\u3002\u3053\u306e\u50be\u5411\u306f\u3001\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u304c\u53ce\u76ca\u6027\u306e\u91cd\u8981\u306a\u539f\u52d5\u529b\u3067\u3042\u308b\u3001\u3088\u308a\u5e83\u7bc4\u306a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u5168\u4f53\u306b\u898b\u3089\u308c\u308b\u3002.<\/p>\n\n\n\n

\u73fe\u4ee3\u306e\u9867\u5ba2\u7dad\u6301\u306f\u3001\u4fe1\u983c\u3001\u30c7\u30b8\u30bf\u30eb\u306e\u5229\u4fbf\u6027\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3001\u7a4d\u6975\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u304b\u304b\u3063\u3066\u304a\u308a\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3060\u3051\u3067\u306a\u304f\u3001\u3053\u308c\u3089\u306e\u8981\u7d20\u3092\u63d0\u4f9b\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n

\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u306b\u81f3\u308b\u307e\u3067\u3001\u4f53\u7cfb\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u306f\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u751f\u307f\u51fa\u3057\u3001\u5e02\u5834\u30b9\u30c8\u30ec\u30b9\u3084\u4eba\u751f\u306e\u8ee2\u6a5f\u306b\u304a\u3051\u308b\u89e3\u7d04\u3092\u6e1b\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n

InvestGlass CRM\u3001\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30c3\u30c9\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u3001\u30bb\u30ad\u30e5\u30a2\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306a\u3069\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u62e1\u5f35\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n

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\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u9867\u5ba2\u7dad\u6301\u304c\u91cd\u8981\u306a\u7406\u7531<\/h2>\n\n\n\n

2024\u5e74\u30012025\u5e74\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u53d6\u308a\u5dfb\u304f\u74b0\u5883\u306f\u53b3\u3057\u3055\u3092\u5897\u3057\u3066\u3044\u308b\u3002\u5e02\u5834\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306f\u5f15\u304d\u7d9a\u304d\u9867\u5ba2\u306e\u5fcd\u8010\u529b\u3092\u8a66\u3057\u3001\u624b\u6570\u6599\u5727\u529b\u306f\u5229\u5e45\u3092\u5727\u8feb\u3057\u30012060\u5e74\u307e\u3067\u306e\u4eca\u5f8c\u6570\u5341\u5e74\u9593\u3067\u3001\u6570\u5146\u30c9\u30eb\u306e\u8cc7\u7523\u304c\u82e5\u3044\u4e16\u4ee3\u306b\u79fb\u52d5\u3057\u59cb\u3081\u308b\u3068\u3044\u3046\u5927\u304d\u306a\u5bcc\u306e\u79fb\u52d5\u304c\u3059\u3067\u306b\u9032\u884c\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u74b0\u5883\u3067\u306f\u3001\u65e2\u5b58\u9867\u5ba2\u3092\u7dad\u6301\u3059\u308b\u80fd\u529b\u304c\u3001\u6301\u7d9a\u7684\u306a\u4e8b\u696d\u6210\u9577\u306e\u305f\u3081\u306e\u552f\u4e00\u3067\u6700\u3082\u91cd\u8981\u306a\u30c6\u30b3\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n

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\u4e00\u8cab\u3057\u305f\u9ad8\u54c1\u8cea\u306e\u9867\u5ba2\u4f53\u9a13\u3092\u30c7\u30b6\u30a4\u30f3\u3059\u308b<\/h2>\n\n\n\n

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\u5f37\u529b\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u57fa\u76e4\u306f\u3001\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30b3\u30f3\u30bf\u30af\u30c8\u304b\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u30ec\u30d3\u30e5\u30fc\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30d3\u30e5\u30fc\u3001\u30e9\u30a4\u30d5\u30fb\u30a4\u30d9\u30f3\u30c8\u3001\u305d\u3057\u3066\u6700\u7d42\u7684\u306b\u306f\u30b5\u30af\u30bb\u30c3\u30b7\u30e7\u30f3\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306b\u81f3\u308b\u307e\u3067\u3001\u5b8c\u5168\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u5404\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u306f\u3001\u4fa1\u5024\u3092\u5f37\u5316\u3059\u308b\u6a5f\u4f1a\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u3001\u5bfe\u5fdc\u3092\u8aa4\u308c\u3070\u9867\u5ba2\u3092\u51fa\u53e3\u306b\u8fd1\u3065\u3051\u308b\u6a5f\u4f1a\u3067\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n

Written service standards for each client tier help ensure consistency. For example, you might define response times of four hours for top tier clients and 24 hours for others. Review frequencies could be quarterly for discretionary mandates and semi annually for advisory relationships. Reporting styles should match client preferences, whether they want detailed analytics or simplified summaries a personalized approach to communication and service delivery is essential for meeting diverse client needs.<\/p>\n\n\n\n

InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u3067\u6a19\u6e96\u7684\u306a\u696d\u52d9\u624b\u9806\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3001\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u3001\u30ea\u30d0\u30e9\u30f3\u30b9\u3092\u69cb\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u304c\u4e88\u6e2c\u53ef\u80fd\u306a\u57fa\u672c\u7684\u306a\u54c1\u8cea\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u9000\u8077\u3057\u305f\u308a\u4f11\u6687\u306b\u5165\u3063\u305f\u308a\u3057\u3066\u3082\u3001\u30d7\u30ed\u30bb\u30b9\u306f\u4e2d\u65ad\u3059\u308b\u3053\u3068\u306a\u304f\u7d99\u7d9a\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u4e00\u8cab\u6027\u3053\u305d\u304c\u3001\u9867\u5ba2\u306b\u500b\u4eba\u3067\u306f\u306a\u304f\u4f1a\u793e\u304b\u3089\u8a55\u4fa1\u3055\u308c\u3066\u3044\u308b\u3068\u611f\u3058\u3055\u305b\u308b\u306e\u3060\u3002.<\/p>\n\n\n\n

Building a one year service calendar is another practical step. Outline touchpoints such as quarterly performance updates, annual strategy meetings, and tax season guidance in March or April. Regular meetings whether quarterly, semi-annual, or annual form the foundation for ongoing engagement and demonstrate your commitment to personalized service. This calendar becomes the backbone of your relationship management and ensures that no key milestones slip through the cracks.<\/p>\n\n\n\n

CRM\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u5185\u306e\u5206\u6790\u306b\u3088\u3063\u3066\u3001\u30b5\u30fc\u30d3\u30b9\u30d1\u30bf\u30fc\u30f3\u306e\u30ae\u30e3\u30c3\u30d7\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u9ad8\u4fa1\u5024\u306e\u9867\u5ba2\u304c2023\u5e74\u7b2c3\u56db\u534a\u671f\u4ee5\u964d\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u884c\u3063\u3066\u3044\u306a\u3044\u5834\u5408\u3001\u30a2\u30e9\u30fc\u30c8\u304c\u767a\u305b\u3089\u308c\u308b\u306f\u305a\u3060\u3002\u3053\u306e\u3088\u3046\u306a\u30ae\u30e3\u30c3\u30d7\u306b\u7a4d\u6975\u7684\u306b\u6ce8\u610f\u3092\u6255\u3046\u3053\u3068\u304c\u3001\u9867\u5ba2\u3092\u7dad\u6301\u3059\u308b\u4f01\u696d\u3068\u3001\u9867\u5ba2\u304c\u96e2\u308c\u3066\u3044\u304f\u306e\u3092\u9ed9\u3063\u3066\u898b\u3066\u3044\u308b\u4f01\u696d\u3092\u5206\u3051\u308b\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n

\u30c1\u30e3\u30cd\u30eb\u3092\u8d85\u3048\u305f\u7a4d\u6975\u7684\u304b\u3064\u500b\u4eba\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/h2>\n\n\n\n

\u9867\u5ba2\u306f\u3001\u305f\u3063\u305f\u4e00\u5ea6\u306e\u60aa\u3044\u56db\u534a\u671f\u3067\u96e2\u308c\u3066\u3044\u304f\u3053\u3068\u306f\u3081\u3063\u305f\u306b\u306a\u3044\u3002\u4f55\u30f6\u6708\u3082\u6c88\u9ed9\u304c\u7d9a\u3044\u305f\u308a\u3001\u305f\u3060\u306e\u53e3\u5ea7\u756a\u53f7\u306e\u3088\u3046\u306b\u611f\u3058\u3089\u308c\u308b\u3088\u3046\u306a\u4e00\u822c\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u7d9a\u3044\u305f\u308a\u3059\u308b\u3068\u3001\u9867\u5ba2\u306f\u96e2\u308c\u3066\u3044\u304f\u3002\u610f\u5473\u306e\u3042\u308b\u63a5\u89e6\u304c\u306a\u3044\u3053\u3068\u3067\u3001\u7af6\u5408\u4ed6\u793e\u304c\u3088\u308a\u304d\u3081\u7d30\u304b\u3044\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u4f59\u5730\u304c\u751f\u307e\u308c\u308b\u3002.<\/p>\n\n\n\n

\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30dd\u30ea\u30b7\u30fc\u306e\u78ba\u7acb\u306f\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u4f8b\u3048\u3070\u3001\u30cb\u30e5\u30fc\u30b9\u30ec\u30bf\u30fc\u3084\u30dd\u30fc\u30bf\u30eb\u30b5\u30a4\u30c8\u306e\u66f4\u65b0\u3092\u901a\u3058\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3092\u5c11\u306a\u304f\u3068\u3082\u67081\u56de\u3001\u3055\u3089\u306b\u95a2\u4fc2\u306e\u8907\u96d1\u3055\u306b\u5fdc\u3058\u3066\u5e74\u306b1\uff5e3\u56de\u306e\u8a73\u7d30\u306a\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u884c\u3046\u306a\u3069\u3001\u6700\u4f4e\u9650\u306e\u63a5\u89e6\u57fa\u6e96\u3092\u5b9a\u3081\u308b\u3002\u983b\u7e41\u306b\u8ca1\u52d9\u4e0a\u306e\u6c7a\u65ad\u3092\u8feb\u3089\u308c\u308b\u5bcc\u88d5\u5c64\u9867\u5ba2\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3092\u5fc5\u8981\u3068\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n

\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u983b\u5ea6\u3084\u5185\u5bb9\u3092\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3054\u3068\u306b\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3092\u62e1\u5f35\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u5b9a\u5e74\u9000\u8077\u8005\u306f\u3001\u53ce\u5165\u6226\u7565\u3084\u9577\u671f\u4ecb\u8b77\u8a08\u753b\u306b\u95a2\u3059\u308b\u6700\u65b0\u60c5\u5831\u3092\u559c\u3076\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u8d77\u696d\u5bb6\u306f\u3001\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u3084\u4e8b\u696d\u627f\u7d99\u306b\u95a2\u3059\u308b\u6d1e\u5bdf\u3092\u6c42\u3081\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u6b21\u4e16\u4ee3\u306e\u76f8\u7d9a\u4eba\u306f\u3001\u7570\u306a\u308b\u5f62\u5f0f\u3084\u30c1\u30e3\u30cd\u30eb\u3092\u597d\u3080\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002InvestGlass CRM\u306e\u30d5\u30a3\u30fc\u30eb\u30c9\u3068\u30bf\u30b0\u306f\u3053\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u7c21\u5358\u306b\u5b9f\u884c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n

\u96fb\u5b50\u30e1\u30fc\u30eb\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3084\u30cb\u30e5\u30fc\u30b9\u30ec\u30bf\u30fc\u306f\u3001\u5e02\u5834\u306e\u89e3\u8aac\u3092\u5171\u6709\u3057\u3001\u4e2d\u592e\u9280\u884c\u306e\u6c7a\u5b9a\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u3001\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306e\u80cc\u666f\u3092\u8aac\u660e\u3059\u308b\u6a5f\u4f1a\u3092\u63d0\u4f9b\u3059\u308b\u30022024\u5e74\u521d\u982d\u306b\u5e02\u5834\u304c\u6025\u843d\u3057\u305f\u969b\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u6e96\u5099\u3057\u3066\u3044\u305f\u4f01\u696d\u306f\u3001\u8fc5\u901f\u306b\u5bfe\u5fdc\u3057\u3001\u9867\u5ba2\u3092\u4e0d\u5b89\u306b\u9665\u308c\u308b\u3053\u3068\u306a\u304f\u3001\u95a2\u5fc3\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u305f\u3002.<\/p>\n\n\n\n

\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u3084\u308a\u53d6\u308a\u3084\u6587\u66f8\u306e\u5171\u6709\u306b\u306f\u3001\u6a19\u6e96\u7684\u306a\u96fb\u5b50\u30e1\u30fc\u30eb\u3088\u308a\u3082\u30bb\u30ad\u30e5\u30a2\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u304c\u9069\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u898f\u5236\u4e0a\u306e\u8981\u4ef6\u3068\u9867\u5ba2\u304b\u3089\u306e\u4fe1\u983c\u306e\u4e21\u65b9\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3082\u306e\u3067\u3059\u3002\u9867\u5ba2\u306f\u30c7\u30fc\u30bf\u304c\u4fdd\u8b77\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u77e5\u308c\u3070\u3001\u3088\u308a\u30aa\u30fc\u30d7\u30f3\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u3068\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n

\u771f\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u6328\u62f6\u6587\u306b\u540d\u524d\u3092\u52a0\u3048\u308b\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u30022028\u5e74\u306e\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u30012030\u5e74\u306e\u5b50\u4f9b\u306e\u6559\u80b2\u8cc7\u91d1\u76ee\u6a19\u30012035\u5e74\u306e\u9000\u8077\u30d7\u30e9\u30f3\u306a\u3069\u3001\u9867\u5ba2\u306e\u5177\u4f53\u7684\u306a\u76ee\u6a19\u306b\u8a00\u53ca\u3059\u308b\u3002\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u9867\u5ba2\u306e\u751f\u6d3b\u3084\u9858\u671b\u306b\u5bfe\u3059\u308b\u7406\u89e3\u3092\u53cd\u6620\u3059\u308b\u3053\u3068\u3067\u3001\u65e5\u5e38\u7684\u306a\u66f4\u65b0\u304c\u771f\u306e\u3064\u306a\u304c\u308a\u306e\u77ac\u9593\u306b\u5909\u308f\u308b\u3002\u7406\u89e3\u3055\u308c\u3001\u8a55\u4fa1\u3055\u308c\u3066\u3044\u308b\u3068\u611f\u3058\u308b\u6e80\u8db3\u5ea6\u306e\u9ad8\u3044\u9867\u5ba2\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3092\u4ed6\u306e\u4eba\u306b\u7d39\u4ecb\u3059\u308b\u53ef\u80fd\u6027\u3082\u9ad8\u304f\u3001\u3053\u308c\u306f\u30cd\u30c3\u30c8\u30fb\u30d7\u30ed\u30e2\u30fc\u30bf\u30fc\u30fb\u30b9\u30b3\u30a2\uff08NPS\uff09\u306e\u3088\u3046\u306a\u30c4\u30fc\u30eb\u3067\u6e2c\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n

\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3068\u884c\u52d5\u6d1e\u5bdf\u306e\u6d3b\u7528<\/h2>\n\n\n\n

\u73fe\u4ee3\u306e\u9867\u5ba2\u7dad\u6301\u306b\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u8cc7\u7523\u3092\u4fdd\u6709\u3057\u3066\u3044\u308b\u304b\u3060\u3051\u3067\u306a\u304f\u3001\u306a\u305c\u9867\u5ba2\u304c\u305d\u306e\u3088\u3046\u306b\u884c\u52d5\u3059\u308b\u306e\u304b\u3092\u7406\u89e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u540c\u3058\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u6301\u30642\u4eba\u306e\u9867\u5ba2\u3067\u3082\u3001\u30ea\u30b9\u30af\u306b\u5bfe\u3059\u308b\u611f\u60c5\u7684\u306a\u95a2\u4fc2\u3084\u3001\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3001\u4e0d\u5b89\u3084\u71b1\u610f\u3092\u62b1\u304f\u304d\u3063\u304b\u3051\u304c\u5168\u304f\u7570\u306a\u308b\u5834\u5408\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n

CRM\u30c7\u30fc\u30bf\u306b\u3088\u308a\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3084\u6295\u8cc7\u57fa\u6e96\u306b\u57fa\u3065\u304f\u30df\u30af\u30ed\u30fb\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304c\u53ef\u80fd\u306b\u306a\u308b\u3001, ESG<\/a> \u55dc\u597d\u3001\u904e\u53bb\u306e\u610f\u601d\u6c7a\u5b9a\u3067\u89b3\u5bdf\u3055\u308c\u305f\u884c\u52d5\u7279\u6027\u3002\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3\u6642\u306b\u30d1\u30cb\u30c3\u30af\u306b\u306a\u308a\u3001\u5b89\u5fc3\u611f\u3092\u5fc5\u8981\u3068\u3059\u308b\u9867\u5ba2\u3082\u3044\u308b\u3002\u307e\u305f\u3001\u51b7\u9759\u3055\u3092\u4fdd\u3061\u3064\u3064\u3082\u3001\u8a73\u7d30\u306a\u8aac\u660e\u3092\u671f\u5f85\u3059\u308b\u9867\u5ba2\u3082\u3044\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u30d1\u30bf\u30fc\u30f3\u306b\u5408\u308f\u305b\u3066\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u3001\u53f0\u672c\u901a\u308a\u306e\u30b5\u30fc\u30d3\u30b9\u3067\u306f\u306a\u304f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u672c\u7269\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u611f\u3058\u3055\u305b\u308b\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n

\u4f1a\u8b70\u4e2d\u306e\u5b9a\u6027\u7684\u306a\u30e1\u30e2\u3092\u8a18\u9332\u3059\u308b\u3053\u3068\u3067\u3001\u6d1e\u5bdf\u304c\u3055\u3089\u306b\u6df1\u307e\u308a\u307e\u3059\u3002\u4f8b\u3048\u3070\u30012020\u5e743\u6708\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306b\u304a\u3051\u308b\u6050\u6016\u306b\u99c6\u3089\u308c\u305f\u53cd\u5fdc\u3084\u30012021\u5e74\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u306b\u5bfe\u3059\u308b\u71b1\u610f\u306a\u3069\u3001\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30a4\u30d9\u30f3\u30c8\u306b\u5bfe\u3059\u308b\u53cd\u5fdc\u3092\u6587\u66f8\u5316\u3057\u3001InvestGlass\u306b\u30bf\u30b0\u4ed8\u3051\u3057\u307e\u3057\u3087\u3046\u3002\u6642\u9593\u3092\u304b\u3051\u3066\u3001\u3053\u308c\u3089\u306e\u30e1\u30e2\u304b\u3089\u884c\u52d5\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u69cb\u7bc9\u3055\u308c\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u53d6\u308a\u65b9\u3084\u4ecb\u5165\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u77e5\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

\u9867\u5ba2\u306e\u30bf\u30a4\u30d7\u306b\u5fdc\u3058\u305f\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u30d0\u30ea\u30a8\u30fc\u30b7\u30e7\u30f3\u304c\u6210\u679c\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002\u4e0d\u5b89\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u306f\u3001\u3088\u308a\u983b\u7e41\u306a\u30c1\u30a7\u30c3\u30af\u30a4\u30f3\u3068\u81ea\u4fe1\u3092\u3064\u3051\u308b\u6559\u80b2\u7684\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u52b9\u679c\u7684\u3067\u3059\u3002\u59d4\u8b72\u578b\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u7c21\u6f54\u306a\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3092\u597d\u307f\u3001\u3042\u306a\u305f\u304c\u3059\u3079\u3066\u3092\u51e6\u7406\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u77e5\u308a\u305f\u304c\u308a\u307e\u3059\u3002\u95a2\u4e0e\u5ea6\u306e\u9ad8\u3044\u9867\u5ba2\u306f\u3001\u8a73\u7d30\u306a\u5206\u6790\u3068\u5354\u529b\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u3092\u8a55\u4fa1\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30d0\u30ea\u30a8\u30fc\u30b7\u30e7\u30f3\u3092\u7a4d\u6975\u7684\u306b\u30c7\u30b6\u30a4\u30f3\u3059\u308b\u3053\u3068\u3067\u3001\u5404\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u6700\u3082\u9069\u3057\u305f\u65b9\u6cd5\u3067\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

\u7a81\u7136\u306e\u5229\u4e0a\u3052\u3084\u682a\u5f0f\u306e\u6025\u843d\u306a\u3069\u3001\u30b9\u30c8\u30ec\u30b9\u306e\u591a\u3044\u5e02\u5834\u30a4\u30d9\u30f3\u30c8\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u3001CRM\u306b\u4fdd\u5b58\u3055\u308c\u305f\u30b9\u30af\u30ea\u30d7\u30c8\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9069\u5207\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u8fc5\u901f\u306b\u767a\u4fe1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u7a4d\u6975\u7684\u306a\u50cd\u304d\u304b\u3051\u306b\u3088\u308a\u3001\u6fc0\u52d5\u671f\u306b\u9867\u5ba2\u304c\u898b\u6368\u3066\u3089\u308c\u305f\u3068\u611f\u3058\u308b\u3053\u3068\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n

\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306e\u76ee\u6a19\u30d9\u30fc\u30b9\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u6bce\u6708\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u304b\u3089\u9577\u671f\u7684\u306a\u9032\u6357\u72b6\u6cc1\u3078\u3068\u4f1a\u8a71\u3092\u518d\u69cb\u6210\u3059\u308b\u3002\u77ed\u671f\u7684\u306a\u5909\u52d5\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u30012030\u5e74\u30842040\u5e74\u306e\u76ee\u6a19\u306b\u5411\u304b\u3063\u3066\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u308b\u3053\u3068\u304c\u9867\u5ba2\u306b\u4f1d\u308f\u308c\u3070\u3001\u611f\u60c5\u7684\u306a\u6c7a\u65ad\u3092\u4e0b\u3057\u305f\u308a\u3001\u7570\u306a\u308b\u6210\u679c\u3092\u7d04\u675f\u3059\u308b\u7af6\u5408\u4ed6\u793e\u3078\u306e\u79fb\u7c4d\u3092\u691c\u8a0e\u3057\u305f\u308a\u3059\u308b\u53ef\u80fd\u6027\u306f\u306f\u308b\u304b\u306b\u4f4e\u304f\u306a\u308b\u3002.<\/p>\n\n\n\n

\"\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u9867\u5ba2\u7dad\u6301\u306e\u6539\u5584\u65b9\u6cd5\"<\/figure>\n\n\n\n

\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u900f\u660e\u6027\u306b\u3088\u308b\u4fe1\u983c\u306e\u5f37\u5316<\/h2>\n\n\n\n

\u30b5\u30a4\u30d0\u30fc\u4e8b\u4ef6\u3001\u898f\u5236\u5f53\u5c40\u306b\u3088\u308b\u7f70\u91d1\u3001\u4e0d\u660e\u77ad\u306a\u624b\u6570\u6599\u4f53\u7cfb\u306a\u3069\u306f\u3001\u9577\u5e74\u306e\u4fe1\u983c\u3092\u6025\u901f\u306b\u640d\u306a\u3044\u3001\u9867\u5ba2\u96e2\u308c\u3092\u52a0\u901f\u3055\u305b\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u4ed6\u4eba\u306e\u8cc7\u91d1\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u6210\u308a\u7acb\u3063\u3066\u3044\u308b\u3053\u306e\u696d\u754c\u3067\u306f\u3001\u3053\u308c\u3089\u306e\u5206\u91ce\u306e\u3044\u305a\u308c\u304b\u306b\u904e\u5931\u304c\u3042\u308b\u3068\u8a8d\u8b58\u3055\u308c\u308c\u3070\u3001\u58ca\u6ec5\u7684\u306a\u6253\u6483\u3092\u53d7\u3051\u308b\u3002.<\/p>\n\n\n\n

\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30b9\u30a4\u30b9\u3084\u6b27\u5dde\u9023\u5408\uff08EU\uff09\u3092\u542b\u3080\u53f8\u6cd5\u7ba1\u8f44\u533a\u306b\u304a\u3044\u3066\u3001\u9069\u5408\u6027\u3001\u6295\u8cc7\u52a9\u8a00\u306e\u6587\u66f8\u5316\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u8a18\u9332\u4fdd\u5b58\u306b\u95a2\u3059\u308b\u53b3\u3057\u3044\u671f\u5f85\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002MiFID II\u3001LSFin\u3001GDPR\u306a\u3069\u306e\u898f\u5236\u306f\u3001\u4f1a\u793e\u304c\u30e9\u30a4\u30bb\u30f3\u30b9\u3068\u8a55\u5224\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u6e80\u305f\u3055\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u8a73\u7d30\u306a\u8981\u4ef6\u3092\u8ab2\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u898f\u5236\u3092\u9075\u5b88\u3057\u306a\u304b\u3063\u305f\u5834\u5408\u3001\u4f01\u696d\u306f\u591a\u984d\u306e\u7f70\u91d1\u3084\u7f70\u5247\u3092\u652f\u6255\u308f\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u304f\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u5f37\u56fa\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u91cd\u8981\u6027\u304c\u6d6e\u304d\u5f6b\u308a\u306b\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n

InvestGlass\u306e\u3088\u3046\u306a\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30c7\u30fc\u30bf\u5c45\u4f4f\u6027\u3001\u9280\u884c\u6a5f\u5bc6\u306e\u4f1d\u7d71\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30c7\u30fc\u30bf\u8ee2\u9001\u30ea\u30b9\u30af\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u306b\u5bfe\u51e6\u3057\u307e\u3059\u3002\u56fd\u969b\u7684\u306a\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3001\u81ea\u5206\u306e\u30c7\u30fc\u30bf\u304c\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77\u306e\u5f37\u3044\u53f8\u6cd5\u7ba1\u8f44\u533a\u306b\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u77e5\u308b\u3053\u3068\u306f\u3001\u307e\u3059\u307e\u3059\u4fe1\u983c\u306e\u8a71\u306e\u4e00\u90e8\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n

\u660e\u78ba\u306a\u540c\u610f\u30d5\u30ed\u30fc\u3068\u76e3\u67fb\u8a3c\u8de1\u3092\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u7d44\u307f\u8fbc\u307f\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u66f4\u65b0\u3001\u30a2\u30c9\u30d0\u30a4\u30b9\u30fb\u30ec\u30bf\u30fc\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5909\u66f4\u3092\u3059\u3079\u3066\u8a18\u9332\u3059\u308b\u3002\u3053\u306e\u6587\u66f8\u5316\u306f\u4f1a\u793e\u3092\u4fdd\u8b77\u3057\u3001\u9867\u5ba2\u304c\u671f\u5f85\u3059\u308b\u900f\u660e\u6027\u3092\u63d0\u4f9b\u3059\u308b\u3002\u9867\u5ba2\u304b\u30892\u5e74\u524d\u306b\u3069\u306e\u3088\u3046\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u53d7\u3051\u305f\u304b\u5c0b\u306d\u3089\u308c\u305f\u3089\u3001\u305d\u306e\u7b54\u3048\u306b\u3059\u3050\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n

\u30bb\u30ad\u30e5\u30a2\u306a\u6587\u66f8\u4fdd\u7ba1\u5eab\u3068\u30dd\u30fc\u30bf\u30eb\u30b5\u30a4\u30c8\u306b\u3088\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u5b89\u5168\u3067\u306a\u3044\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u306b\u983c\u308b\u3053\u3068\u306a\u304f\u3001\u5831\u544a\u66f8\u3001\u7a0e\u52d9\u7533\u544a\u66f8\u3001\u7f72\u540d\u3055\u308c\u305f\u59d4\u4efb\u72b6\u306b\u4e00\u7b87\u6240\u3067\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u5229\u4fbf\u6027\u306f\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30ea\u30ba\u30e0\u3092\u793a\u3057\u3001\u5f53\u4e8b\u52d9\u6240\u304c\u30c7\u30fc\u30bf\u4fdd\u8b77\u306b\u771f\u5263\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u3053\u3068\u3092\u5f37\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n

\u6599\u91d1\u3084\u30b5\u30fc\u30d3\u30b9\u7bc4\u56f2\u306b\u95a2\u3059\u308b\u900f\u660e\u6027\u306f\u3001\u66f8\u9762\u3067\u63d0\u4f9b\u3055\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u57fa\u3065\u3044\u3066\u4f5c\u6210\u3055\u308c\u305f\u6a19\u6e96\u5316\u3055\u308c\u305f\u63d0\u6848\u66f8\u306f\u3001\u30b3\u30b9\u30c8\u306b\u95a2\u3059\u308b\u66d6\u6627\u3055\u3092\u306a\u304f\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u4f55\u3092\u671f\u5f85\u3067\u304d\u308b\u304b\u3092\u660e\u78ba\u306b\u7406\u89e3\u3055\u305b\u308b\u3002\u30b5\u30d7\u30e9\u30a4\u30ba\u304c\u306a\u3051\u308c\u3070\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u6e80\u8db3\u5ea6\u306f\u9ad8\u304f\u4fdd\u305f\u308c\u308b\u3002.<\/p>\n\n\n\n

\u81ea\u52d5\u5316\u3068\u5206\u6790\u3092\u4f7f\u3063\u3066\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u6d3b\u52d5\u3092\u62e1\u5927\u3059\u308b<\/h2>\n\n\n\n

\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c1\u5bb6\u65cf\u3042\u305f\u308a\u6570\u767e\u4e16\u5e2f\u3001\u8907\u6570\u6cd5\u4eba\u3092\u7ba1\u7406\u3059\u308b\u5834\u5408\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u30d9\u30fc\u30b9\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306f\u6301\u7d9a\u4e0d\u53ef\u80fd\u3067\u3042\u308b\u3002\u305d\u306e\u8907\u96d1\u3055\u306f\u3001\u6700\u3082\u52e4\u52c9\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3067\u3055\u3048\u3082\u5727\u5012\u3057\u3001\u91cd\u8981\u306a\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u304c\u3069\u3046\u3057\u3066\u3082\u629c\u3051\u843d\u3061\u3066\u3057\u307e\u3046\u3002.<\/p>\n\n\n\n

InvestGlass\u3067\u306f\u3001\u9867\u5ba2\u306e\u8a95\u751f\u65e5\u3001\u4fdd\u967a\u5951\u7d04\u306e\u66f4\u65b0\u3001KYC\u306e\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u671f\u9650\u3001\u4eca\u5f8c\u306e\u691c\u8a0e\u4f1a\u8b70\u306a\u3069\u306e\u30a4\u30d9\u30f3\u30c8\u3092\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u3067\u901a\u77e5\u3059\u308b\u3053\u3068\u3067\u3001\u4f55\u3082\u6f0f\u308c\u308b\u3053\u3068\u304c\u306a\u3044\u3088\u3046\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u5c0f\u3055\u306a\u6c17\u9063\u3044\u304c\u4e00\u8cab\u3057\u3066\u63d0\u4f9b\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u4f1a\u793e\u304c\u9867\u5ba2\u306e\u751f\u6d3b\u306e\u4e2d\u3067\u91cd\u8981\u306a\u3053\u3068\u306b\u6ce8\u610f\u3092\u6255\u3063\u3066\u3044\u308b\u3053\u3068\u304c\u5f37\u5316\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n

\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30a4\u30f3\u30d5\u30ec\u3001\u91d1\u5229\u30b7\u30d5\u30c8\u3001ESG\u30bd\u30fc\u30c8\u30fb\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306a\u3069\u306e\u30c8\u30d4\u30c3\u30af\u306b\u3064\u3044\u3066\u3001\u7279\u5b9a\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5408\u308f\u305b\u3066\u4e8b\u524d\u306b\u627f\u8a8d\u3055\u308c\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u914d\u4fe1\u3059\u308b\u3002\u6301\u7d9a\u53ef\u80fd\u306a\u6295\u8cc7\u306b\u95a2\u5fc3\u306e\u3042\u308b\u9867\u5ba2\u306f\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u8cc7\u7523\u306b\u95a2\u5fc3\u306e\u3042\u308b\u9867\u5ba2\u3068\u306f\u7570\u306a\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u53d7\u3051\u53d6\u308b\u3002\u3053\u306e\u3088\u3046\u306b\u95a2\u9023\u6027\u3092\u6301\u305f\u305b\u308b\u3053\u3068\u3067\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u3001\u8cb4\u793e\u3092\u4fa1\u5024\u3042\u308b\u77e5\u898b\u306e\u767a\u4fe1\u6e90\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

\u65e9\u671f\u4ecb\u5165\u306b\u306f\u3001\u89e3\u7d04\u306e\u5148\u884c\u6307\u6a19\u3092\u8ffd\u8de1\u3059\u308b\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30ed\u30b0\u30a4\u30f3\u6570\u306e\u6e1b\u5c11\u3001E\u30e1\u30fc\u30eb\u3078\u306e\u8fd4\u4fe1\u306e\u6e1b\u5c11\u3001\u518d\u6295\u8cc7\u3092\u4f34\u308f\u306a\u3044\u591a\u984d\u306e\u73fe\u91d1\u5f15\u304d\u51fa\u3057\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u5ef6\u671f\u306a\u3069\u3092\u63a2\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30b7\u30b0\u30ca\u30eb\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u6b63\u5f0f\u306b\u96e2\u8131\u3092\u8868\u660e\u3059\u308b\u6570\u30f6\u6708\u524d\u306b\u73fe\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u305f\u3081\u3001\u884c\u52d5\u3092\u8d77\u3053\u3059\u6642\u9593\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n

\u8cc7\u7523\u306e\u5b89\u5b9a\u6027\u306e\u3088\u3046\u306a\u5b9a\u91cf\u7684\u306a\u6307\u6a19\u3068\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u306e\u3088\u3046\u306a\u5b9a\u6027\u7684\u306a\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u878d\u5408\u3055\u305b\u305f\u30b7\u30f3\u30d7\u30eb\u306a\u9867\u5ba2\u306e\u5065\u5eb7\u30b9\u30b3\u30a2\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u52aa\u529b\u306e\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30b9\u30b3\u30a2\u304c\u4e0b\u304c\u308b\u3068\u3001\u4f55\u304c\u5909\u308f\u3063\u305f\u306e\u304b\u3001\u3069\u306e\u3088\u3046\u306b\u61f8\u5ff5\u306b\u5bfe\u51e6\u3059\u3079\u304d\u304b\u3092\u7406\u89e3\u3059\u308b\u305f\u3081\u306b\u3001\u96fb\u8a71\u3084\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u884c\u3046\u304d\u3063\u304b\u3051\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n

\u81ea\u52d5\u5316\u306f\u3001\u305d\u308c\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u771f\u306e\u4eba\u7684\u4ea4\u6d41\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3079\u304d\u3060\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u7ba1\u7406\u696d\u52d9\u304b\u3089\u89e3\u653e\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u6df1\u3044\u4f1a\u8a71\u3092\u884c\u3044\u3001\u3088\u308a\u601d\u616e\u6df1\u3044\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u3001\u73fe\u5728\u306e\u9867\u5ba2\u306e\u5fe0\u8aa0\u5fc3\u3092\u7dad\u6301\u3059\u308b\u30d1\u30fc\u30bd\u30ca\u30eb\u30fb\u30ec\u30d9\u30eb\u306e\u914d\u616e\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n

\u6b21\u4e16\u4ee3\u3068\u9032\u5316\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u671f\u5f85\u3092\u53d6\u308a\u8fbc\u3080<\/h2>\n\n\n\n

2060\u5e74\u307e\u3067\u306b\u4e88\u60f3\u3055\u308c\u308b\u5bcc\u306e\u79fb\u8ee2\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u5927\u304d\u306a\u30ea\u30b9\u30af\u3067\u3082\u3042\u308b\u3002\u4f55\u5341\u5e74\u3082\u30d5\u30a1\u30fc\u30e0\u3068\u4ed8\u304d\u5408\u3063\u3066\u304d\u305f\u8cc7\u7523\u304c\u3001\u76f8\u7d9a\u4eba\u3084\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u95a2\u4fc2\u306e\u306a\u3044\u5171\u540c\u610f\u601d\u6c7a\u5b9a\u8005\u306e\u624b\u306b\u6e21\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n

30\u4ee3\u304b\u308940\u4ee3\u306e\u76f8\u7d9a\u4eba\u306e\u591a\u304f\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u4f53\u9a13\u3001\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u6295\u8cc7\u904b\u7528\u30aa\u30d7\u30b7\u30e7\u30f3\u3001\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u5408\u308f\u305b\u305f\u67d4\u8edf\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u597d\u3080\u3002\u5f7c\u3089\u306f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u3068\u3082\u306b\u80b2\u3061\u3001\u5dee\u5225\u5316\u8981\u56e0\u3067\u306f\u306a\u304f\u3001\u30d9\u30fc\u30b9\u30e9\u30a4\u30f3\u3068\u3057\u3066\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u30c4\u30fc\u30eb\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n

\u6210\u4eba\u3057\u305f\u5b50\u4f9b\u3084\u914d\u5076\u8005\u3092\u3001\u5e741\u56de\u307e\u305f\u306f2\u5e74\u306b1\u56de\u306e\u5bb6\u65cf\u691c\u8a0e\u4f1a\u306b\u62db\u5f85\u3059\u308b\u3053\u3068\u3067\u3001\u5bcc\u304c\u624b\u306b\u6e21\u308b\u524d\u306e\u65e9\u3044\u6bb5\u968e\u304b\u3089\u95a2\u4fc2\u3092\u7bc9\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u96c6\u307e\u308a\u3067\u306f\u3001\u9577\u671f\u7684\u306a\u8a08\u753b\u3001\u4fe1\u8a17\u3001\u6148\u5584\u7684\u306a\u76ee\u6a19\u306b\u53d6\u308a\u7d44\u3080\u3068\u540c\u6642\u306b\u3001\u81ea\u7136\u306a\u6587\u8108\u306e\u4e2d\u3067\u6b21\u306e\u4e16\u4ee3\u306b\u4f1a\u793e\u3092\u7d39\u4ecb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n

\u82e5\u3044\u4e16\u4ee3\u5411\u3051\u306e\u6559\u80b2\u30b3\u30f3\u30c6\u30f3\u30c4\u306f\u3001\u5f7c\u3089\u304c\u4e3b\u8981\u306a\u610f\u601d\u6c7a\u5b9a\u8005\u306b\u306a\u308b\u524d\u306b\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u69cb\u7bc9\u3059\u308b\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u7bc9\u3001ESG\u6295\u8cc7\u3001\u8cc7\u7523\u4fdd\u5168\u306a\u3069\u306b\u95a2\u3059\u308b\u5165\u9580\u30a6\u30a7\u30d3\u30ca\u30fc\u3092\u3001\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u914d\u4fe1\u3059\u308b\u3053\u3068\u3067\u3001\u4fe1\u983c\u3067\u304d\u308b\u30ea\u30bd\u30fc\u30b9\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u78ba\u7acb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u82e5\u3044\u4e16\u4ee3\u306f\u3001\u5358\u306b\u95a2\u4fc2\u306e\u7d99\u627f\u3092\u5f85\u3064\u306e\u3067\u306f\u306a\u304f\u3001\u5f7c\u3089\u306e\u7406\u89e3\u306b\u6295\u8cc7\u3059\u308b\u4f1a\u793e\u3092\u9ad8\u304f\u8a55\u4fa1\u3059\u308b\u3002.<\/p>\n\n\n\n

InvestGlass\u306b\u5bb6\u7cfb\u56f3\u3001\u59d4\u4efb\u4e8b\u9805\u3001\u610f\u601d\u6c7a\u5b9a\u306e\u5f79\u5272\u3092\u8a18\u9332\u3059\u308b\u3053\u3068\u3067\u3001\u5c06\u6765\u306e\u95a2\u4fc2\u79fb\u884c\u304c\u5373\u8208\u7684\u3067\u306f\u306a\u304f\u3001\u8a08\u753b\u7684\u306b\u884c\u308f\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u4e16\u4ee3\u4ea4\u4ee3\u306e\u6642\u671f\u304c\u6765\u305f\u3068\u304d\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u8ab0\u304c\u4e3b\u8981\u4eba\u7269\u3067\u3001\u3069\u306e\u3088\u3046\u306a\u55dc\u597d\u3092\u6301\u3063\u3066\u3044\u308b\u304b\u3092\u3059\u3067\u306b\u77e5\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n

\u8d77\u696d\u5bb6\u304a\u3088\u3073\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u6d3b\u52d5\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5411\u3051\u306e\u5c02\u7528\u30b5\u30fc\u30d3\u30b9\u30c8\u30e9\u30c3\u30af\u3067\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u898f\u5236\u3001\u79fb\u8ee2\u8a08\u753b\u3001\u304a\u3088\u3073\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002 \u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30aa\u30d5\u30a3\u30b9\u3092\u8a2a\u308c\u308b\u3053\u3068\u306e\u306a\u3044\u6295\u8cc7\u5bb6\u306e\u305f\u3081\u306b\u3002\u3053\u3046\u3057\u305f\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u540c\u793e\u304c\u73fe\u4ee3\u306e\u671f\u5f85\u3092\u7406\u89e3\u3057\u3001\u9867\u5ba2\u304c\u3069\u3053\u306b\u3044\u3066\u3082\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n

\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u30b7\u30f3\u30d7\u30eb\u306a\u6e2c\u5b9a\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3092\u5c0e\u5165\u3059\u308b<\/h2>\n\n\n\n

\u6e2c\u5b9a\u3055\u308c\u306a\u3044\u3082\u306e\u304c\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3055\u308c\u308b\u3053\u3068\u306f\u7a00\u3067\u3042\u308b\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u6295\u8cc7\u6210\u7e3e\u306b\u9069\u7528\u3059\u308b\u306e\u3068\u540c\u3058\u898f\u5f8b\u3092\u3082\u3063\u3066\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u3092\u8ffd\u8de1\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u306a\u305c\u306a\u3089\u3001\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u306f\u30d3\u30b8\u30cd\u30b9\u306e\u9577\u671f\u7684\u6210\u9577\u3068\u53ce\u76ca\u6027\u306b\u76f4\u63a5\u5f71\u97ff\u3059\u308b\u304b\u3089\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n

\u81ea\u793e\u306b\u3068\u3063\u3066\u306e\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u3068\u306f\u4f55\u304b\u3092\u660e\u78ba\u306b\u3059\u308b\u3002\u3053\u308c\u306b\u306f\u300112\u30f6\u6708\u306e\u9593\u306b\u30a2\u30af\u30c6\u30a3\u30d6\u3067\u3042\u308a\u7d9a\u3051\u305f\u9867\u5ba2\u3092\u6570\u3048\u305f\u308a\u3001\u904b\u7528\u3092\u7d99\u7d9a\u3057\u305f\u8cc7\u7523\u3068\u9000\u793e\u3057\u305f\u8cc7\u7523\u3092\u6bd4\u8f03\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u542b\u307e\u308c\u308b\u3002\u660e\u78ba\u306a\u5b9a\u7fa9\u304c\u3042\u308c\u3070\u3001\u4e00\u8cab\u3057\u305f\u6e2c\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u9577\u671f\u306b\u308f\u305f\u308b\u6709\u610f\u7fa9\u306a\u6bd4\u8f03\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n

\u30e2\u30cb\u30bf\u30fc\u3059\u3079\u304d\u4e3b\u306a\u6307\u6a19\u306f\u3001\u5e74\u9593\u9867\u5ba2\u89e3\u7d04\u7387\u3001\u8cc7\u7523\u7dad\u6301\u7387\u3001\u9867\u5ba2\u5225\u30b7\u30a7\u30a2\u3001\u65b0\u898f\u7d39\u4ecb\u4ef6\u6570\u306a\u3069\u3067\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u6307\u6a19\u306f\u305d\u308c\u305e\u308c\u3001\u30b9\u30c8\u30fc\u30ea\u30fc\u306e\u7570\u306a\u308b\u90e8\u5206\u3092\u8a9e\u3063\u3066\u3044\u308b\u3002\u4e00\u65b9\u3001\u5e02\u5834\u304c\u5b89\u5b9a\u3057\u3066\u3044\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u89e3\u7d04\u304c\u5897\u52a0\u3057\u3066\u3044\u308b\u5834\u5408\u306f\u3001\u30b5\u30fc\u30d3\u30b9\u306b\u554f\u984c\u304c\u3042\u308b\u3053\u3068\u3092\u793a\u5506\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n

InvestGlass\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u3069\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u304c\u3088\u308a\u6e1b\u5c11\u3057\u3084\u3059\u3044\u304b\u3092\u793a\u3059\u3088\u3046\u306b\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002AUM\u304c\u5c0f\u3055\u3044\u9867\u5ba2\u306f\u3001\u6ce8\u76ee\u5ea6\u304c\u4f4e\u3044\u305f\u3081\u3001\u89e3\u7d04\u7387\u304c\u9ad8\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u7279\u5b9a\u306e\u5730\u57df\u306f\u3001\u5730\u57df\u306e\u7af6\u5408\u4ed6\u793e\u3084\u898f\u5236\u306e\u5909\u66f4\u306b\u95a2\u9023\u3059\u308b\u30d1\u30bf\u30fc\u30f3\u3092\u793a\u3059\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790\u306b\u3088\u308a\u3001\u6700\u3082\u91cd\u8981\u306a\u9867\u5ba2\u7dad\u6301\u306b\u7684\u3092\u7d5e\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n

\u56db\u534a\u671f\u3054\u3068\u306b\u958b\u50ac\u3055\u308c\u308b\u30ec\u30d3\u30e5\u30fc\u30fb\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3067\u306f\u3001\u30ea\u30fc \u30c0\u30fc\u30b7\u30c3\u30d7\u304c\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u30fb\u30c7\u30fc\u30bf\u3092\u691c\u8a3c\u3057\u3001\u662f\u6b63\u63aa\u7f6e\u306b\u3064\u3044 \u3066\u5408\u610f\u3059\u308b\u3053\u3068\u3067\u3001\u8aac\u660e\u8cac\u4efb\u3092\u679c\u305f\u3059\u3002\u7279\u5b9a\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u304c\u4e0d\u8abf\u3067\u3042\u308c\u3070\u3001\u30c1\u30fc\u30e0\u306f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u983b\u5ea6\u3092\u8abf\u6574\u3057\u305f\u308a\u3001\u65b0\u3057\u3044\u30b5\u30fc\u30d3\u30b9\u3092\u5c0e\u5165\u3057\u305f\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6ce8\u610f\u3092\u518d\u914d\u5206\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n

\u5b9a\u91cf\u7684\u6307\u6a19\u3068\u69cb\u9020\u5316\u3055\u308c\u305f\u8abf\u67fb\u306b\u3088\u308b\u5b9a\u6027\u7684\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u5168\u4f53\u50cf\u3092\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u6e80\u8db3\u5ea6\u8abf\u67fb\u306f\u30011\uff5e2\u5e74\u306b1\u5ea6\u3001\u6301\u3061\u56de\u308a\u3067\u9867\u5ba2\u30b5\u30f3\u30d7\u30eb\u3092\u5bfe\u8c61\u306b\u5b9f\u65bd\u3059\u308b\u3002\u305d\u306e\u56de\u7b54\u304b\u3089\u3001\u5bfe\u5fdc\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u304b\u3089\u3001\u7570\u306a\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30b9\u30bf\u30a4\u30eb\u306b\u5bfe\u3059\u308b\u55dc\u597d\u307e\u3067\u3001\u6570\u5b57\u3060\u3051\u3067\u306f\u628a\u63e1\u3067\u304d\u306a\u3044\u554f\u984c\u304c\u660e\u3089\u304b\u306b\u306a\u308b\u3053\u3068\u304c\u591a\u3044\u3002.<\/p>\n\n\n\n

InvestGlass\u304c\u9867\u5ba2\u7dad\u6301\u6226\u7565\u3092\u3069\u306e\u3088\u3046\u306b\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u304b<\/h2>\n\n\n\n

InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3068\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u7279\u306b\u898f\u5236\u5bfe\u8c61\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u8907\u6570\u306e\u72ec\u7acb\u3057\u305f\u30b7\u30b9\u30c6\u30e0\u3092\u5fc5\u8981\u3068\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u4e00\u8cab\u6027\u306e\u3042\u308b\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u30c4\u30fc\u30eb\u3092\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n

\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u30c4\u30fc\u30eb\u306f\u3001\u30b9\u30a4\u30b9\u3001EU\u3001\u304a\u3088\u3073\u56fd\u969b\u7684\u306a\u898f\u5236\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u53e3\u5ea7\u958b\u8a2d\u3092\u30b9\u30d4\u30fc\u30c9\u30a2\u30c3\u30d7\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u53d6\u5f15\u95a2\u4fc2\u304c\u767a\u5c55\u3059\u308b\u524d\u306b\u3001\u3057\u3070\u3057\u3070\u7121\u8a00\u306e\u8131\u843d\u3092\u5f15\u304d\u8d77\u3053\u3059\u521d\u671f\u6bb5\u968e\u306e\u6469\u64e6\u304c\u8efd\u6e1b\u3055\u308c\u307e\u3059\u3002\u30b9\u30e0\u30fc\u30ba\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u305d\u306e\u5f8c\u306e\u3059\u3079\u3066\u306e\u6d41\u308c\u3092\u6c7a\u5b9a\u3065\u3051\u307e\u3059\u3002.<\/p>\n\n\n\n

\u7d71\u5408\u3055\u308c\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30e2\u30b8\u30e5\u30fc\u30eb\u3068\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u3088\u308a\u3001\u900f\u660e\u6027\u306e\u9ad8\u3044\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u76ee\u6a19\u8ffd\u8de1\u3001\u5b89\u5168\u306a\u6587\u66f8\u306e\u5171\u6709\u304c1\u3064\u306e\u74b0\u5883\u3067\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u9867\u5ba2\u306f\u3044\u3064\u3067\u3082\u81ea\u5206\u306e\u6295\u8cc7\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3001\u76ee\u6a19\u306b\u5bfe\u3059\u308b\u9032\u6357\u72b6\u6cc1\u3092\u78ba\u8a8d\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u5b89\u5168\u306b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u5229\u4fbf\u6027\u3068\u900f\u660e\u6027\u306b\u3088\u308a\u3001\u9867\u5ba2\u3068\u306e\u3064\u306a\u304c\u308a\u304c\u69cb\u7bc9\u3055\u308c\u3001\u9867\u5ba2\u306e\u6295\u8cc7\u610f\u6b32\u304c\u7dad\u6301\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n

\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\u3001\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u57fa\u6e96\u306f\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u6c17\u306b\u3059\u308b\u9280\u884c\u3084\u72ec\u7acb\u7cfb\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306b\u3068\u3063\u3066InvestGlass\u3092\u5dee\u5225\u5316\u3059\u308b\u3082\u306e\u3067\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u4fdd\u5b58\u3055\u308c\u3001\u3069\u306e\u3088\u3046\u306b\u4fdd\u8b77\u3055\u308c\u3066\u3044\u308b\u304b\u3092\u660e\u793a\u3067\u304d\u308b\u3053\u3068\u306f\u3001\u6d17\u7df4\u3055\u308c\u305f\u6295\u8cc7\u5bb6\u3068\u306e\u4f1a\u8a71\u306b\u304a\u3044\u3066\u7af6\u4e89\u4e0a\u306e\u512a\u4f4d\u6027\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n

\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001AI\u6a5f\u80fd\u306b\u3088\u308a\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u5927\u898f\u6a21\u306b\u751f\u6210\u3055\u308c\u3001\u4eba\u9593\u95a2\u4fc2\u306b\u6ce8\u610f\u3092\u6255\u3046\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u306f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u30d7\u30ed\u30f3\u30d7\u30c8\u304c\u8868\u793a\u3055\u308c\u308b\u3002\u8a18\u61b6\u3084\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306b\u983c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u3064\u306a\u304c\u308a\u3092\u7bc9\u304f\u6a5f\u4f1a\u3092\u6d6e\u4e0a\u3055\u305b\u3001\u96e2\u8131\u306b\u81f3\u308b\u524d\u306b\u30ea\u30b9\u30af\u3092\u8b66\u544a\u3059\u308b\u3002.<\/p>\n\n\n\n

\u9867\u5ba2\u7dad\u6301\u7387\u306e\u5411\u4e0a\u3092\u76ee\u6307\u3059\u4f01\u696d\u306f\u3001\u73fe\u5728\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u898b\u76f4\u3057\u3001\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3066\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5408\u7406\u5316\u3059\u308b\u305f\u3081\u306b\u3001InvestGlass\u306e\u8a66\u9a13\u7684\u5c0e\u5165\u3092\u691c\u8a0e\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304b\u3089\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4fdd\u6709\u72b6\u6cc1\u307e\u3067\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u60c5\u5831\u304c1\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u96c6\u7d04\u3055\u308c\u308c\u3070\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u6c38\u7d9a\u7684\u306a\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u3088\u3046\u306a\u7d71\u5408\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n

\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/h2>\n\n\n\n

\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u9867\u5ba2\u7dad\u6301\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u3069\u308c\u304f\u3089\u3044\u306e\u983b\u5ea6\u3067\u9867\u5ba2\u3068\u6b63\u5f0f\u306b\u4f1a\u3046\u3079\u304d\u304b\uff1f<\/h3>\n\n\n\n

\u591a\u304f\u306e\u4f01\u696d\u306f\u3001\u8907\u96d1\u3055\u306b\u3082\u3088\u308b\u304c\u3001\u5e74\u306b1\u56de\u304b\u30893\u56de\u306e\u69cb\u9020\u5316\u3055\u308c\u305f\u4f1a\u8b70\u3067\u6210\u529f\u3092\u53ce\u3081\u3066\u3044\u308b\u3002\u5178\u578b\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u3057\u3066\u306f\u3001\u5e74\u306b1\u56de\u306e\u6226\u7565\u30bb\u30c3\u30b7\u30e7\u30f3\u3068\u3001\u6226\u8853\u7684\u306a\u8cea\u554f\u3084\u751f\u6d3b\u306e\u5909\u5316\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306e1\uff5e2\u56de\u306e\u77ed\u3044\u30ec\u30d3\u30e5\u30fc\u304c\u3042\u308b\u3002\u983b\u7e41\u306b\u30d3\u30b8\u30cd\u30b9\u4e0a\u306e\u6c7a\u65ad\u3092\u8feb\u3089\u308c\u305f\u308a\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u554f\u984c\u306b\u76f4\u9762\u3057\u305f\u308a\u3059\u308b\u5bcc\u88d5\u5c64\u9867\u5ba2\u306f\u3001\u3088\u308a\u983b\u7e41\u306a\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3092\u5fc5\u8981\u3068\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u304c\u3001\u305d\u306e\u3088\u3046\u306a\u5834\u5408\u306f\u3001\u76f4\u63a5\u4f1a\u3046\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30d3\u30c7\u30aa\u901a\u8a71\u3001\u30dd\u30fc\u30bf\u30eb\u30d9\u30fc\u30b9\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002CRM\u30ab\u30ec\u30f3\u30c0\u30fc\u3068\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u91cd\u8981\u306a\u95a2\u4fc2\u304c6\u30f6\u6708\u304b\u308912\u30f6\u6708\u4ee5\u4e0a\u6709\u610f\u7fa9\u306a\u4f1a\u8a71\u306a\u3057\u306b\u306a\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n

\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u9867\u5ba2\u304c\u96e2\u8131\u3057\u305d\u3046\u306a\u65e9\u671f\u8b66\u544a\u30b5\u30a4\u30f3\u3068\u306f\uff1f<\/h3>\n\n\n\n

\u5177\u4f53\u7684\u306a\u6307\u6a19\u3068\u3057\u3066\u306f\u3001E\u30e1\u30fc\u30eb\u3084\u30dd\u30fc\u30bf\u30eb\u30b5\u30a4\u30c8\u306e\u5229\u7528\u7387\u306e\u4f4e\u4e0b\u3001\u30ec\u30d3\u30e5\u30fc\u4f1a\u8b70\u306e\u5ef6\u671f\u3001\u8aac\u660e\u306e\u3064\u304b\u306a\u3044\u8cc7\u7523\u306e\u4e00\u90e8\u8b72\u6e21\u3001\u6599\u91d1\u3084\u30b5\u30fc\u30d3\u30b9\u306e\u8cea\u306b\u95a2\u3059\u308b\u5ea6\u91cd\u306a\u308b\u8cea\u554f\u306a\u3069\u304c\u3042\u308b\u3002\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3078\u306e\u5fdc\u7b54\u7387\u306e\u4f4e\u4e0b\u306f\u3001\u6b63\u5f0f\u306a\u96e2\u8131\u306b\u6570\u30f6\u6708\u5148\u884c\u3059\u308b\u3053\u3068\u304c\u591a\u3044\u3002\u3053\u306e\u3088\u3046\u306a\u30b7\u30b0\u30ca\u30eb\u3092\u9867\u5ba2\u306e\u5065\u5168\u6027\u30b9\u30b3\u30a2\u3067\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3067\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u96fb\u8a71\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u307e\u305f\u306f\u9069\u5207\u306a\u8aac\u660e\u306b\u3088\u3063\u3066\u65e9\u671f\u306b\u4ecb\u5165\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u96e2\u5a5a\u3084\u4e8b\u696d\u306e\u64a4\u9000\u306a\u3069\u3001\u500b\u4eba\u7684\u306a\u72b6\u6cc1\u306e\u6025\u6fc0\u306a\u5909\u5316\u3082\u3001\u3088\u308a\u7a4d\u6975\u7684\u306a\u30b3\u30f3\u30bf\u30af\u30c8\u306e\u5fc5\u8981\u6027\u3092\u793a\u3059\u30b7\u30b0\u30ca\u30eb\u3068\u306a\u308a\u5f97\u308b\u3002.<\/p>\n\n\n\n

\u5c0f\u898f\u6a21\u307e\u305f\u306f\u30d6\u30c6\u30a3\u30c3\u30af\u306e\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u306b\u3001\u9ad8\u5ea6\u306a\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u5c0e\u5165\u3059\u308b\u4f59\u88d5\u304c\u3042\u308b\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n

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Retaining existing wealth management clients is significantly more profitable than acquiring new ones, with a 5% retention lift often translating into a 25% to 95% profit increase. This trend is seen across the broader financial services industry, where client loyalty is a key driver of profitability. Modern client retention hinges on trust, digital convenience, personalization, and proactive communication, with financial advisors playing a crucial role in delivering these elements, rather than only on portfolio performance. Structured processes, from onboarding to periodic reviews, create a consistent client experience and reduce churn during market stress or life transitions. Technology such as InvestGlass CRM, Swiss hosted client portals, secure messaging, and automated workflows […]<\/p>\n","protected":false},"author":1,"featured_media":49048,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35,48,95],"class_list":["post-49038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking","tag-sales-automation","tag-wealth-management"],"yoast_head":"\nHow to Improve Client Retention in Wealth Management | InvestGlass<\/title>\n<meta name=\"description\" content=\"Retaining existing wealth management clients is significantly more profitable\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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