{"id":49042,"date":"2026-02-09T09:00:00","date_gmt":"2026-02-09T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49042"},"modified":"2026-02-07T15:47:43","modified_gmt":"2026-02-07T14:47:43","slug":"crm%e3%82%92%e4%bd%bf%e3%81%a3%e3%81%a6%e8%b2%a1%e5%8b%99%e3%82%a2%e3%83%89%e3%83%90%e3%82%a4%e3%82%b9%e3%82%92%e3%83%91%e3%83%bc%e3%82%bd%e3%83%8a%e3%83%a9%e3%82%a4%e3%82%ba%e3%81%99%e3%82%8b","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-personalize-financial-advice-using-crm\/","title":{"rendered":"CRM\u3092\u4f7f\u3063\u3066\u8ca1\u52d9\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b\u65b9\u6cd5"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\u8981\u70b9<\/h2>\n\n\n\n<ul 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class=\"wp-block-heading\" id=\"h-introduction-from-generic-advice-to-hyper-personalized-wealth-management\">\u306f\u3058\u3081\u306b\u4e00\u822c\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u304b\u3089\u8d85\u500b\u5225\u5316\u3055\u308c\u305f\u8cc7\u7523\u7ba1\u7406\u3078<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020\u5e74\u4ee5\u964d\u3001\u9867\u5ba2\u306e\u671f\u5f85\u306f\u5287\u7684\u306b\u5909\u5316\u3057\u3066\u3044\u308b\u3002\u304b\u3064\u3066\u306f\u56db\u534a\u671f\u3054\u3068\u306e\u7d19\u306e\u660e\u7d30\u66f8\u3092\u53d7\u3051\u5165\u308c\u3066\u3044\u305f\u6295\u8cc7\u5bb6\u3082\u3001\u4eca\u3067\u306f\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30cd\u30c3\u30c8\u30d5\u30ea\u30c3\u30af\u30b9\u30fb\u30ec\u30d9\u30eb\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u304f\u308c\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u9867\u5ba2\u304c\u6700\u3082\u5fc5\u8981\u3068\u3059\u308b\u6642\u306b\u3001\u9867\u5ba2\u304c\u597d\u3080\u30c1\u30e3\u30cd\u30eb\u3092\u901a\u3058\u3066\u63d0\u4f9b\u3055\u308c\u308b\u3001\u9867\u5ba2\u306e\u72b6\u6cc1\u306b\u3074\u3063\u305f\u308a\u5408\u3063\u305f\u63d0\u6848\u3092\u6c42\u3081\u3066\u3044\u308b\u306e\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u306b\u4f4f\u308045\u6b73\u306e\u8d77\u696d\u5bb6\u30675\u5e74\u4ee5\u5185\u306b\u8d77\u696d\u304b\u3089\u64a4\u9000\u3059\u308b\u3053\u3068\u3092\u8a08\u753b\u3057\u3066\u3044\u308b\u4eba\u3001\u30b8\u30e5\u30cd\u30fc\u30d6\u306b\u4f4f\u3080\u5b9a\u5e74\u9000\u8077\u8005\u3067\u5bcc\u306e\u4fdd\u5168\u3068\u8ca1\u7523\u8a08\u753b\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u4eba\u3001\u305d\u3057\u3066\u30ed\u30f3\u30c9\u30f3\u306b\u4f4f\u3080\u30df\u30ec\u30cb\u30a2\u30eb\u4e16\u4ee3\u306e\u6280\u8853\u7cfb\u793e\u54e1\u3067\u3001\u5f37\u529b\u306a\u5206\u6563\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3092\u71b1\u671b\u3057\u3066\u3044\u308b\u4eba\u3067\u3059\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5918\">ESG<\/a> \u8cc7\u683c\u8a3c\u660e\u66f8\u3053\u308c\u3089\u306e\u9867\u5ba2\u306f\u305d\u308c\u305e\u308c\u3001\u9867\u5ba2\u30cb\u30fc\u30ba\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u55dc\u597d\u3001\u8ca1\u52d9\u76ee\u6a19\u304c\u6839\u672c\u7684\u306b\u7570\u306a\u3063\u3066\u3044\u308b\u3002\u6570\u767e\u306e\u540c\u3058\u3088\u3046\u306a\u4e16\u5e2f\u306f\u3082\u3061\u308d\u3093\u306e\u3053\u3068\u30013\u4eba\u5168\u54e1\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306f\u3001\u9069\u5207\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306a\u3057\u3067\u306f\u4e0d\u53ef\u80fd\u306b\u8fd1\u3044\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3067\u3001\u6b21\u306e\u3088\u3046\u306a\u6a5f\u80fd\u3092\u517c\u306d\u5099\u3048\u3066\u3044\u307e\u3059\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5917\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a>, 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class=\"wp-block-paragraph\">1985\u5e74\u4ee5\u964d\u306b\u751f\u307e\u308c\u305f\u82e5\u3044\u9867\u5ba2\u306f\u3001E\u30e1\u30fc\u30eb\u3001\u30dd\u30fc\u30bf\u30eb\u3001\u30e2\u30d0\u30a4\u30eb\u3092\u901a\u3058\u305f\u3001\u30c7\u30b8\u30bf\u30eb\u3067\u6587\u8108\u306b\u6cbf\u3063\u305f\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u5f7c\u3089\u306f\u6bce\u5e74\u90f5\u9001\u3055\u308c\u308b\u7d19\u306e\u660e\u7d30\u66f8\u3092\u671b\u3093\u3067\u3044\u306a\u3044\u3002\u5f7c\u3089\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306a\u53ef\u8996\u6027\u3001\u30a2\u30af\u30b7\u30e7\u30f3\u304c\u5fc5\u8981\u306a\u5834\u5408\u306e\u7a4d\u6975\u7684\u306a\u30a2\u30e9\u30fc\u30c8\u3001\u305d\u3057\u3066\u597d\u307f\u306e\u30c1\u30e3\u30cd\u30eb\u3092\u901a\u3058\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u80fd\u529b\u3092\u6c42\u3081\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3068\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3092\u4f7f\u7528\u3057\u3066\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30aa\u30d5\u30a1\u30fc\u3001\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u3092\u4e16\u5e2f\u3084\u30bb\u30b0\u30e1\u30f3\u30c8\u3054\u3068\u306b\u8abf\u6574\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u53d7\u3051\u53d6\u308bE\u30e1\u30fc\u30eb\u3001\u63d0\u793a\u3059\u308b\u63d0\u6848\u66f8\u3001\u691c\u8a0e\u4f1a\u8b70\u306e\u8b70\u984c\u306f\u3059\u3079\u3066\u3001\u4e00\u822c\u7684\u306a\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3067\u306f\u306a\u304f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u56fa\u6709\u306e\u72b6\u6cc1\u3092\u53cd\u6620\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u696d\u52d9\u306b\u306f\u3001\u4e00\u822c\u7684\u306a\u55b6\u696d\u7528CRM\u3067\u306f\u4e0d\u5341\u5206\u3067\u3059\u3002\u91d1\u878d\u306e\u5c02\u9580\u5bb6\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u5bcc\u306b\u7279\u5316\u3057\u305f\u6a5f\u80fd\u3092\u5fc5\u8981\u3068\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5411\u3051\u306eCRM\u306b\u6c42\u3081\u3089\u308c\u308b\u4e3b\u306a\u6a5f\u80fd\u306e\u6982\u8981\u3092\u307e\u3068\u3081\u305f\u8868\u3067\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>\u7279\u5fb4<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u7684<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9069\u6027\u30a2\u30f3\u30b1\u30fc\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3068\u6295\u8cc7\u55dc\u597d\u3092\u628a\u63e1\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u30a8\u30f3\u30b8\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u640d\u5931\u3068\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306e\u8a31\u5bb9\u5ea6\u3092\u5b9a\u91cf\u5316\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30eb\u30c3\u30af\u30b9\u30eb\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5168\u53e3\u5ea7\u306e\u539f\u8cc7\u7523\u3092\u78ba\u8a8d\u3057\u3001\u9867\u5ba2\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u8a73\u7d30\u306a\u8ffd\u8de1\u3068\u5206\u6790\u304c\u53ef\u80fd<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u3059\u3079\u3066\u306e\u63a8\u5968\u4e8b\u9805\u304c\u898f\u5236\u57fa\u6e96\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u66f8\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5951\u7d04\u66f8\u3001\u5831\u544a\u66f8\u3001\u958b\u793a\u8cc7\u6599\u306e\u4fdd\u5b58\u3068\u691c\u7d22<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u6ce8\u6587\u7ba1\u7406\u3001\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u7d71\u5408\u3055\u308c\u305fKYC\u306e\u3088\u3046\u306a\u91d1\u878d\u306b\u7279\u5316\u3057\u305f\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u8ffd\u52a0\u3057\u3001\u5b9f\u969b\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306eCRM\u3067\u3042\u308a\u3001\u518d\u5229\u7528\u3055\u308c\u305f\u8ca9\u58f2\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u30c7\u30fc\u30bf\u306e\u53d6\u5f97\u304b\u3089\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u81ea\u52d5\u5316\u3001AI\u3001\u7d99\u7d9a\u7684\u6539\u5584\u3078\u3068\u9032\u307f\u3001\u5c0e\u5165\u306e\u305f\u3081\u306e\u5b8c\u5168\u306a\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-build-the-data-foundation-360-degree-client-profiles-in-your-crm\">\u30c7\u30fc\u30bf\u57fa\u76e4\u3092\u69cb\u7bc9\u3059\u308b\uff1aCRM\u306b\u304a\u3051\u308b360\u5ea6\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u57fa\u790e\u3068\u306a\u308b\u30c7\u30fc\u30bf\u306e\u54c1\u8cea\u3068\u5b8c\u5168\u6027\u306b\u3088\u3063\u3066\u306e\u307f\u5b9f\u73fe\u3055\u308c\u308b\u3002\u53e4\u3044\u60c5\u5831\u3084\u6b20\u843d\u3057\u305f\u30d5\u30a3\u30fc\u30eb\u30c9\u3067\u3044\u3063\u3071\u3044\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u3001\u610f\u5473\u306e\u3042\u308b\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002\u5f37\u56fa\u306a\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u306a\u7b2c\u4e00\u6b69\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-data-points-to-capture\">\u6355\u6349\u3059\u3079\u304d\u30b3\u30a2\u30fb\u30c7\u30fc\u30bf\u30fb\u30dd\u30a4\u30f3\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u4ee5\u4e0b\u3092\u542b\u3080\u5305\u62ec\u7684\u306a\u9867\u5ba2\u8a18\u9332\u3092\u53d6\u5f97\u3059\u3079\u304d\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4eba\u53e3\u7d71\u8a08\u304a\u3088\u3073\u8ca1\u52d9\u30c7\u30fc\u30bf\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e16\u5e2f\u69cb\u6210\u3068\u5bb6\u65cf\u69cb\u6210<\/li>\n\n\n\n<li>\u53ce\u5165\u3068\u96c7\u7528\u72b6\u6cc1<\/li>\n\n\n\n<li>\u6295\u8cc7\u53ef\u80fd\u8cc7\u7523\u3068\u7d14\u8cc7\u7523\u7dcf\u984d<\/li>\n\n\n\n<li>\u8ca0\u50b5\u304a\u3088\u3073\u50b5\u52d9<\/li>\n\n\n\n<li>\u7d0d\u7a0e\u5730\u3068\u5c45\u4f4f\u5730<\/li>\n\n\n\n<li>\u5e02\u6c11\u6a29\u3068\u898f\u5236\u7ba1\u8f44\u6a29<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6295\u8cc7\u306b\u95a2\u3059\u308b\u5c5e\u6027\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u69cb\u9020\u5316\u30a2\u30f3\u30b1\u30fc\u30c8\u306b\u3088\u308b\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u30b9\u30b3\u30a2<\/li>\n\n\n\n<li>\u640d\u5931\u67fb\u5b9a\u80fd\u529b<\/li>\n\n\n\n<li>ESG\u306e\u512a\u5148\u4e8b\u9805\u3068\u9664\u5916\u4e8b\u9805<\/li>\n\n\n\n<li>\u6d41\u52d5\u6027\u306e\u5730\u5e73\u7dda\u3068\u30b4\u30fc\u30eb\u307e\u3067\u306e\u6642\u9593<\/li>\n\n\n\n<li>\u88fd\u54c1\u306e\u5236\u9650\u3068\u9069\u5408\u6027\u306e\u5236\u7d04<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u884c\u52d5\u30c7\u30fc\u30bf\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u904e\u53bb\u306e\u5e02\u5834\u30a4\u30d9\u30f3\u30c8\u306b\u304a\u3051\u308b\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3078\u306e\u53cd\u5fdc<\/li>\n\n\n\n<li>\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6b74\u53f2\u3068\u30c8\u30d4\u30c3\u30af<\/li>\n\n\n\n<li>\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u597d\u307f\uff08E\u30e1\u30fc\u30eb\u3001\u96fb\u8a71\u3001\u30dd\u30fc\u30bf\u30eb\uff09<\/li>\n\n\n\n<li>\u30c7\u30b8\u30bf\u30eb\u30fb\u30c1\u30e3\u30cd\u30eb\u306e\u5229\u7528\u30d1\u30bf\u30fc\u30f3\u3068\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30d1\u30bf\u30fc\u30f3<\/li>\n<\/ul>\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\u3068KYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u306b\u3053\u306e\u60c5\u5831\u3092\u4e00\u5ea6\u53ce\u96c6\u3057\u3001CRM\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u81ea\u52d5\u7684\u306b\u30d7\u30c3\u30b7\u30e5\u3057\u307e\u3059\u3002\u9867\u5ba2\u306f\u4f55\u5ea6\u3082\u540c\u3058\u8cea\u554f\u3092\u3055\u308c\u308b\u3053\u3068\u304c\u306a\u304f\u306a\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u5b8c\u5168\u3067\u6700\u65b0\u306e\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enrich-profiles-with-kyc-onboarding-and-compliance-data\">KYC\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c7\u30fc\u30bf\u3067\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u5145\u5b9f\u3055\u305b\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\u3068\u9069\u5408\u6027\u30c7\u30fc\u30bf\u306f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3068\u5207\u308a\u96e2\u3059\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306e\u30d0\u30c3\u30af\u30dc\u30fc\u30f3\u3067\u3042\u308b\u3002\u53ce\u96c6\u3057\u305f\u898f\u5236\u60c5\u5831\u306e\u3059\u3079\u3066\u304c\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u3069\u306e\u3088\u3046\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b\u304b\u306b\u5f79\u7acb\u3064\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305f\u30c7\u30b8\u30bf\u30ebKYC\u306f\u3001\u9867\u5ba2\u304c\u5197\u9577\u306a\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u5c45\u4f4f\u5730\u3001\u8cc7\u91d1\u6e90\u3001PEP\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u30ea\u30b9\u30af\u30ab\u30c6\u30b4\u30ea\u30fc\u3092\u628a\u63e1\u3057\u307e\u3059\u3002\u3053\u306e\u30c7\u30fc\u30bf\u306fCRM\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u76f4\u63a5\u6d41\u308c\u8fbc\u307f\u3001\u305d\u3053\u3067\u5b9f\u884c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9f\u7528\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u898f\u5236\u4e0a\u306e\u8cea\u554f\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u30fb\u30ed\u30b8\u30c3\u30af\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u4f8b\u3048\u3070\u3001\u9069\u5408\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u306b\u3088\u308b\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306f\u3001\u9867\u5ba2\u3092\u30b0\u30ed\u30fc\u30b9\u3001\u30d0\u30e9\u30f3\u30b9\u3001\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u30fb\u30e2\u30c7\u30eb\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u81ea\u52d5\u7684\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u5730\u306f\u3001\u3069\u306e\u6295\u8cc7\u30d3\u30fc\u30af\u30eb\u3084\u56fd\u30fb\u5730\u57df\u304c\u9069\u5207\u304b\u3092\u5224\u65ad\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002ESG\u306e\u55dc\u597d\u306f\u3001\u63a8\u5968\u524d\u306b\u5546\u54c1\u68da\u3092\u30d5\u30a3\u30eb\u30bf\u30ea\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306eKYC\u56de\u7b54\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3084\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u306e\u30c7\u30fc\u30bf\u7ba1\u7406\u3078\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b\u305f\u3081\u3001\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3092\u4ed8\u4e0e\u3057\u3001\u30b9\u30a4\u30b9\u56fd\u5185\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u4fdd\u7ba1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u3001\u5bcc\u88d5\u5c64\u3092\u9867\u5ba2\u3068\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3042\u308c\u3070\u3044\u3044\u3068\u3044\u3046\u3082\u306e\u3067\u306f\u306a\u3044\u3002\u3053\u308c\u306f\u5fc5\u9808\u6761\u4ef6\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e4\u304f\u306a\u3063\u305fKYC\u3084\u671f\u9650\u5207\u308c\u306e\u6587\u66f8\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u30b7\u30f3\u30d7\u30eb\u306a\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u5148\u3092\u898b\u8d8a\u3057\u305f\u884c\u52d5\u3092\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30d5\u30e9\u30b0\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u304c\u6e80\u305f\u3055\u308c\u308b\u307e\u3067\u3001\u65b0\u3057\u3044\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u6295\u8cc7\u30a2\u30a4\u30c7\u30a2\u3092\u30d6\u30ed\u30c3\u30af\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u9867\u5ba2\u3068\u91d1\u878d\u6a5f\u95a2\u306e\u4e21\u65b9\u3092\u4fdd\u8b77\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-connect-portfolio-and-position-data-to-the-crm-profile\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u30c7\u30fc\u30bf\u3092CRM\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u63a5\u7d9a\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u610f\u7fa9\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u306b\u306f\u3001CRM \u306e\u9867\u5ba2\u8a18\u9332\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4fdd\u6709\u8cc7\u7523\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u3001\u30d1\u30d5\u30a9\u30fc\u30de \u30f3\u30b9\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30ea\u30f3\u30af\u3055\u305b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u8ffd\u8de1\u3001\u5206\u6790\u3001\u7ba1\u7406\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3001\u5404\u9867\u5ba2\u306e\u8cc7\u7523\u3068\u6295\u8cc7\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u95a2\u3059\u308b\u8a73\u7d30\u306a\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u9867\u5ba2\u306e\u5168\u4f53\u50cf\u3092\u7406\u89e3\u3059\u308b\u305f\u3081\u306b\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u5207\u308a\u66ff\u3048\u308b\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306f\u540c\u3058CRM\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u5185\u306b\u3042\u308b\u305f\u3081\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u30bf\u30b9\u30af\u3068\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u4e21\u65b9\u3092\u4e00\u3064\u306e\u753b\u9762\u3067\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3084\u30ec\u30d3\u30e5\u30fc\u306e\u6e96\u5099\u3092\u3059\u308b\u65b9\u6cd5\u3092\u5909\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f55\u304c\u898b\u3048\u308b\u3088\u3046\u306b\u306a\u308b\u304b\u306e\u5b9f\u4f8b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5358\u4e00\u306e\u767a\u884c\u4f53\u307e\u305f\u306f\u30bb\u30af\u30bf\u30fc\u3078\u306e\u96c6\u4e2d\u30ea\u30b9\u30af<\/li>\n\n\n\n<li>\u518d\u6295\u8cc7\u306e\u6c7a\u5b9a\u304c\u5fc5\u8981\u306a\u50b5\u5238\u306e\u6e80\u671f\u304c\u8feb\u3063\u3066\u3044\u308b<\/li>\n\n\n\n<li>\u904e\u5927\u306a\u672a\u6295\u8cc7\u6b8b\u9ad8\u306b\u3088\u308b\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30c9\u30e9\u30c3\u30b0<\/li>\n\n\n\n<li>\u9069\u5408\u6027\u8a55\u4fa1\u3067\u5408\u610f\u3057\u305f\u6226\u7565\u7684\u914d\u5206\u304b\u3089\u306e\u305a\u308c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u8a31\u5bb9\u7bc4\u56f2\u3092\u8d85\u3048\u3066\u4e56\u96e2\u3057\u305f\u5834\u5408\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u81ea\u52d5\u30a2\u30e9\u30fc\u30c8\u3092\u767a\u3057\u3001\u500b\u5225\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u63d0\u6848\u306b\u3064\u306a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u306f\u3001\u771f\u306e\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3078\u3068\u6607\u83ef\u3055\u308c\u305f\u30b3\u30f3\u30bf\u30af\u30c8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u5408\u306f\u5b9f\u7528\u7684\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u65e5\u5e38\u696d\u52d9\u3067\u76ee\u306b\u898b\u3048\u308b\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u753b\u9762\u3084\u30a6\u30a3\u30b8\u30a7\u30c3\u30c8\u306f\u3001\u9867\u5ba2\u306e\u597d\u307f\u3001\u6700\u8fd1\u306e\u3084\u308a\u53d6\u308a\u3001\u4eca\u5f8c\u306e\u30bf\u30b9\u30af\u3068\u4e00\u7dd2\u306b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8868\u793a\u3057\u3001CRM\u3092\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u304b\u3089\u30b3\u30de\u30f3\u30c9\u30bb\u30f3\u30bf\u30fc\u306b\u5909\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-segment-clients-intelligently-to-scale-personalization\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306b\u9867\u5ba2\u3092\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306b\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u6a21\u306e\u5927\u304d\u306aOne to One\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306f\u3001CRM\u5185\u90e8\u3067\u306e\u30b9\u30de\u30fc\u30c8\u306a\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304b\u3089\u751f\u307e\u308c\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u624b\u4f5c\u696d\u3067\u500b\u5225\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u304c\u3001\u5171\u901a\u306e\u7279\u5fb4\u3092\u6301\u3064\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u5b9a\u7fa9\u3057\u3001\u5404\u30b0\u30eb\u30fc\u30d7\u306e\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u30c7\u30b6\u30a4\u30f3\u3059\u308b\u3053\u3068\u306f\u53ef\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-basic-segmentation-dimensions\">\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u57fa\u672c\u5bf8\u6cd5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u57fa\u672c\u7684\u306a\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u5206\u91ce\u304b\u3089\u59cb\u3081\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>\u5bf8\u6cd5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4f8b<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u904b\u7528\u8cc7\u7523<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>50\u4e07\u30c9\u30eb\u672a\u6e80\u300150\u4e07\u30c9\u30eb\u4ee5\u4e0a200\u4e07\u30c9\u30eb\u672a\u6e80\u3001200\u4e07\u30c9\u30eb\u4ee5\u4e0a1,000\u4e07\u30c9\u30eb\u672a\u6e80\u30011,000\u4e07\u30c9\u30eb\u4ee5\u4e0a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30e9\u30a4\u30d5\u30b9\u30c6\u30fc\u30b8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u84c4\u8ca1, \u9000\u8077\u524d, \u9000\u8077\u5f8c\u306e\u751f\u6d3b, \u8ca1\u7523\u8a2d\u8a08<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7ba1\u8f44<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u5c45\u4f4f\u8005, EU\u5c45\u4f4f\u8005, \u82f1\u56fd\u5c45\u4f4f\u8005, \u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4fdd\u5b88\u7684, \u4e2d\u5eb8, \u30d0\u30e9\u30f3\u30b9, \u6210\u9577, \u7a4d\u6975\u7684<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b5\u30fc\u30d3\u30b9\u30fb\u30c6\u30a3\u30a2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u3001InvestGlass\u5185\u3067\u30d5\u30a3\u30fc\u30eb\u30c9\u307e\u305f\u306f\u30bf\u30b0\u3068\u3057\u3066\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9069\u5207\u306b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u30d5\u30a3\u30eb\u30bf\u30ea\u30f3\u30b0\u3057\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-advanced-segmentation-examples\">\u9ad8\u5ea6\u306a\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u57fa\u672c\u7684\u306a\u30c7\u30e2\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u3092\u8d85\u3048\u3066\u3001\u30cb\u30e5\u30a2\u30f3\u30b9\u306e\u3042\u308b\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u6349\u3048\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2028\u5e74\u307e\u3067\u306b\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u304c\u4e88\u60f3\u3055\u308c\u308b\u4f01\u696d\u30aa\u30fc\u30ca\u30fc<\/li>\n\n\n\n<li>\u6295\u8cc7\u30aa\u30d7\u30b7\u30e7\u30f3\u306b\u5f71\u97ff\u3059\u308bESG\u306e\u9664\u5916\u304c\u5f37\u3044\u9867\u5ba2<\/li>\n\n\n\n<li>\u76f8\u7d9a\u307e\u305f\u306f\u907a\u7523\u5206\u914d\u304c\u4fdd\u7559\u3055\u308c\u3066\u3044\u308b\u4e16\u5e2f<\/li>\n\n\n\n<li>\u6a29\u5229\u672a\u78ba\u5b9a\u306e\u91cd\u8981\u306a\u682a\u5f0f\u5831\u916c\u3092\u6301\u3064\u5c02\u9580\u8077<\/li>\n\n\n\n<li>\u7279\u5b9a\u306e\u6240\u5f97\u5206\u914d\u8981\u4ef6\u304c\u3042\u308b\u9000\u8077\u8005<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u9867\u5ba2\u304c\u95be\u5024\u3092\u8d85\u3048\u308b\u3068\u81ea\u52d5\u7684\u306b\u66f4\u65b0\u3055\u308c\u308b\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u30ea\u30b9\u30c8\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002\u9867\u5ba2\u306e\u904b\u7528\u8cc7\u7523\u304c100\u4e07\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u3092\u8d85\u3048\u308b\u3068\u3001\u9867\u5ba2\u306f\u81ea\u52d5\u7684\u306b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u983b\u5ea6\u3084\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3078\u306e\u30a2\u30af\u30bb\u30b9\u304c\u7570\u306a\u308b\u3001\u3088\u308a\u9ad8\u3044\u30b5\u30fc\u30d3\u30b9\u30fb\u30c6\u30a3\u30a2\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e16\u5e2f\u30ec\u30d9\u30eb\u3068\u500b\u4eba\u30ec\u30d9\u30eb\u306e\u4e21\u65b9\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u8003\u616e\u3059\u308b\u3002\u914d\u5076\u8005\u3001\u76f8\u7d9a\u4eba\u3001\u6cd5\u4eba\u7f72\u540d\u8005\u306e\u95a2\u5fc3\u3001\u55dc\u597d\u3001\u898f\u5236\u72b6\u6cc1\u304c\u4e3b\u306a\u9023\u7d61\u5148\u3068\u7570\u306a\u308b\u5834\u5408\u306f\u3001\u500b\u5225\u306b\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u308b\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-use-behavioral-and-client-engagement-data-for-micro-segments\">\u884c\u52d5\u30c7\u30fc\u30bf\u3068\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30c7\u30fc\u30bf\u3092\u30de\u30a4\u30af\u30ed\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u6d3b\u7528\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u53e3\u7d71\u8a08\u306b\u57fa\u3065\u304f\u9759\u7684\u306a\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3060\u3051\u3067\u306f\u5341\u5206\u3067\u306f\u306a\u3044\u3002\u884c\u52d5\u30b7\u30b0\u30ca\u30eb\u306f\u3001\u9867\u5ba2\u304c\u5b9f\u969b\u306b\u4f55\u306b\u95a2\u5fc3\u3092\u6301\u3061\u3001\u3069\u306e\u3088\u3046\u306a\u95a2\u308f\u308a\u65b9\u3092\u597d\u3080\u304b\u3092\u660e\u3089\u304b\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><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=\"5919\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> InvestGlass\u306e\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30d1\u30bf\u30fc\u30f3\u306b\u57fa\u3065\u3044\u3066\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u30bf\u30b0\u4ed8\u3051\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30de\u30fc\u30b1\u30c3\u30c8\u30b3\u30e1\u30f3\u30bf\u30ea\u30fc\u306f\u8aad\u307e\u306a\u3044\u304c\u3001\u7a0e\u52d9\u30a4\u30f3\u30b5\u30a4\u30c8\u306f\u3044\u3064\u3082\u8aad\u3093\u3067\u3044\u308b\u9867\u5ba2\u306f\uff1f2020\u5e743\u6708\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3067\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u4e0b\u3052\u305f\u306e\u306f\u8ab0\u304b\uff1f2023\u5e74\u306b\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u306e\u5229\u7528\u3092\u5927\u5e45\u306b\u5897\u3084\u3057\u305f\u9867\u5ba2\u306f\uff1f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u306a\u30de\u30a4\u30af\u30ed\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u30a2\u30a4\u30c7\u30a2<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306b\u654f\u611f\uff1a<\/strong> \u904e\u53bb\u306e\u76f8\u5834\u5909\u52d5\u6642\u306b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u9023\u7d61\u3057\u305f\u308a\u3001\u5909\u66f4\u3092\u884c\u3063\u305f\u9867\u5ba2<\/li>\n\n\n\n<li><strong>\u30c7\u30b8\u30bf\u30eb\u304c\u5f93\u4e8b\u3057\u3066\u3044\u308b\uff1a<\/strong> \u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30ed\u30b0\u30a4\u30f3\u983b\u5ea6\u304c\u9ad8\u304f\u3001E\u30e1\u30fc\u30eb\u306e\u958b\u5c01\u7387\u304c\u9ad8\u3044\u9867\u5ba2<\/li>\n\n\n\n<li><strong>\u7a0e\u91d1\u3092\u91cd\u8996\u3059\u308b\uff1a<\/strong> \u7a0e\u52d9\u95a2\u9023\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u591a\u304f\u95a2\u4e0e\u3059\u308b\u9867\u5ba2<\/li>\n\n\n\n<li><strong>ESG\u306e\u63d0\u5531\u8005<\/strong> \u6301\u7d9a\u53ef\u80fd\u6027\u5831\u544a\u66f8\u3084\u5f71\u97ff\u8a55\u4fa1\u6307\u6a19\u3092\u983b\u7e41\u306b\u95b2\u89a7\u3059\u308b\u9867\u5ba2<\/li>\n\n\n\n<li><strong>\u53d7\u52d5\u7684\u306a\u30aa\u30d6\u30b6\u30fc\u30d0\u30fc\uff1a<\/strong> \u307b\u3068\u3093\u3069\u95a2\u4e0e\u3057\u3066\u3044\u306a\u3044\u304c\u3001\u5b89\u5b9a\u3057\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u9867\u5ba2<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u30de\u30a4\u30af\u30ed\u30fb\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u3001\u7279\u5b9a\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u63a8\u9032\u3059\u308b\u3002\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306b\u654f\u611f\u306a\u9867\u5ba2\u306f\u3001\u4e0d\u78ba\u5b9f\u306a\u6642\u671f\u306e\u9577\u671f\u6295\u8cc7\u306b\u95a2\u3059\u308b\u6559\u80b2\u7684\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u53d7\u3051\u53d6\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u71b1\u5fc3\u306a\u8aad\u8005\u306f\u3001\u65b0\u305f\u306a\u6295\u8cc7\u30c6\u30fc\u30de\u306b\u95a2\u3059\u308b\u30bd\u30fc\u30c8\u30fb\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u306b\u3044\u3061\u65e9\u304f\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u30e2\u30c7\u30eb\u306f\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u8ee2\u63db\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u8cc7\u7523\u306a\u3069\u3001\u7279\u5b9a\u306e\u30c6\u30fc\u30de\u3078\u306e\u6295\u8cc7\u306e\u53ef\u80fd\u6027\u3092\u4e88\u6e2c\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u3089\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u7d5e\u308a\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306f\u53cd\u5fdc\u7684\u306a\u3082\u306e\u304b\u3089\u4e88\u6e2c\u7684\u306a\u3082\u306e\u3078\u3068\u5909\u5316\u3059\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-47.png\" alt=\"CRM\u3092\u4f7f\u3063\u3066\u8ca1\u52d9\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b\u65b9\u6cd5\" class=\"wp-image-49052\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-47.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-47-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-47-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-design-personalized-client-journeys-inside-your-crm\">CRM\u306e\u4e2d\u3067\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u30c7\u30b6\u30a4\u30f3\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u8a2d\u5b9a\u3057\u305f\u3089\u3001\u9867\u5ba2\u304c\u5b9f\u969b\u306b\u7d4c\u9a13\u3059\u308b\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3002\u3053\u308c\u306b\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u3001\u30a4\u30d9\u30f3\u30c8\u30c9\u30ea\u30d6\u30f3\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u3001\u30b5\u30fc\u30d3\u30b9\u30ea\u30af\u30a8\u30b9\u30c8\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u5404\u30b8\u30e3\u30fc\u30cb\u30fc\u306f\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u3084\u500b\u4eba\u306e\u5c5e\u6027\u306b\u57fa\u3065\u3044\u3066\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u4e00\u9023\u306e\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3092\u610f\u5473\u3057\u307e\u3059\u3002CRM\u30b7\u30b9\u30c6\u30e0\u306f\u307e\u305f\u3001\u3053\u308c\u3089\u306e\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u901a\u3058\u3066\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3092\u7d99\u7d9a\u7684\u306b\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u3067\u3001\u65e2\u5b58\u306e\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u7ba1\u7406\u30fb\u5f37\u5316\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u306b\u304a\u3051\u308b\u5178\u578b\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a9\u30fc\u30e0\u3001\u96fb\u5b50\u7f72\u540d\u3001\u30a6\u30a7\u30eb\u30ab\u30e0\u30fb\u30e1\u30fc\u30eb\u3001\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304b\u3089\u4f5c\u6210\u3055\u308c\u308b\u6700\u521d\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u63d0\u6848\u3001\u5165\u9580\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u5404\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u9867\u5ba2\u306e\u30bf\u30a4\u30d7\u3001\u7ba1\u8f44\u5730\u57df\u3001\u30b5\u30fc\u30d3\u30b9\u30fb\u30c6\u30a3\u30a2\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u30b9\u30c6\u30c3\u30d7\u3001\u6240\u6709\u8005\u3001\u5f85\u3061\u6642\u9593\u3001\u6761\u4ef6\u3092\u5b9a\u7fa9\u3059\u308b\u8996\u899a\u7684\u306a\u30b8\u30e3\u30fc\u30cb\u30fc\u56f3\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002HNWI\u9867\u5ba2\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3068\u3088\u308a\u9ad8\u5ea6\u306a\u30bf\u30c3\u30c1\u30b5\u30fc\u30d3\u30b9\u3092\u6301\u3064\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u6301\u3064\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3057\u3001\u5927\u8846\u5bcc\u88d5\u5c64\u6295\u8cc7\u5bb6\u306f\u3001\u3088\u308a\u5c11\u306a\u3044\u624b\u52d5\u4ecb\u5165\u3067\u3088\u308a\u81ea\u52d5\u5316\u3055\u308c\u305f\u7d4c\u8def\u3092\u305f\u3069\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30fc\u30d3\u30b9\u30fb\u30ec\u30d9\u30eb\u306f\u30b8\u30e3\u30fc\u30cb\u30fc\u30fb\u30b1\u30a4\u30c7\u30f3\u30b9\u3092\u5909\u3048\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u9867\u5ba2\u306f\u3001\u56db\u534a\u671f\u3054\u3068\u306b\u5c02\u5c5e\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u3092\u53d7\u3051\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u304c\u3001\u5c0f\u898f\u6a21\u306a\u9867\u5ba2\u306f\u3001\u3088\u308a\u81ea\u52d5\u5316\u3055\u308c\u305f\u534a\u671f\u306b\u4e00\u5ea6\u306e\u30c1\u30a7\u30c3\u30af\u30a4\u30f3\u306b\u5f93\u3046\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u6307\u6a19\u306f\u91cd\u8981\u3067\u3059\u3002\u30ea\u30fc\u30c9\u304b\u3089\u53e3\u5ea7\u958b\u8a2d\u307e\u3067\u306e\u6642\u9593\u3001\u53e3\u5ea7\u958b\u8a2d\u304b\u3089\u6700\u521d\u306e\u6295\u8cc7\u30c1\u30b1\u30c3\u30c8\u307e\u3067\u306e\u6642\u9593\u3001\u4e3b\u8981\u306a\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u306b\u304a\u3051\u308b\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u8ffd\u8de1\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30ec\u30dd\u30fc\u30c8\u30c4\u30fc\u30eb\u306f\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u7279\u5b9a\u3057\u3001\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u6700\u9069\u5316\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-onboarding-journeys-that-collect-data-and-deliver-quick-wins\">\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u3001\u8fc5\u901f\u306a\u6210\u679c\u3092\u3082\u305f\u3089\u3059\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e3\u5ea7\u958b\u8a2d\u5f8c\u306e\u6700\u521d\u306e90\u65e5\u9593\u306f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3068\u4fe1\u983c\u3092\u8a8d\u8b58\u3059\u308b\u4e0a\u3067\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002\u9867\u5ba2\u306f\u3001\u521d\u671f\u306e\u3084\u308a\u53d6\u308a\u304c\u3069\u306e\u3088\u3046\u306b\u611f\u3058\u3089\u308c\u305f\u304b\u306b\u57fa\u3065\u3044\u3066\u3001\u6c38\u7d9a\u7684\u306a\u5370\u8c61\u3092\u5f62\u6210\u3059\u308b\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\u306f\u3001\u56de\u7b54\u306b\u57fa\u3065\u3044\u3066\u8cea\u554f\u3092\u5206\u5c90\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6cd5\u4eba\u53e3\u5ea7\u306f\u500b\u4eba\u53e3\u5ea7\u3068\u306f\u7570\u306a\u308b\u30d5\u30a9\u30fc\u30e0\u3092\u898b\u308b\u3002\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9867\u5ba2\u306f\u3001\u898f\u5236\u306b\u95a2\u3059\u308b\u8cea\u554f\u3092\u8ffd\u52a0\u3059\u308b\u3002\u3053\u306e\u9069\u5fdc\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u5b8c\u5168\u306a\u30c7\u30fc\u30bf\u53d6\u5f97\u3092\u4fdd\u8a3c\u3057\u306a\u304c\u3089\u3001\u6469\u64e6\u3092\u6e1b\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u30fb\u30c7\u30fc\u30bf\u3001\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u3001\u57fa\u672c\u7684\u306a\u8cc7\u7523\u914d\u5206\u30e2\u30c7\u30eb\u304b\u3089\u4f5c\u6210\u3055\u308c\u305f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u6700\u521d\u306e\u63d0\u6848\u66f8\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306f\u3001\u5373\u5ea7\u306b\u4fa1\u5024\u3092\u793a\u3059\u3002\u9867\u5ba2\u306f\u81ea\u5206\u306e\u610f\u898b\u304c\u91cd\u8981\u3067\u3042\u308b\u3053\u3068\u3092\u7406\u89e3\u3057\u3001\u521d\u65e5\u304b\u3089\u63d0\u6848\u3092\u5f62\u6210\u3059\u308b\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\u306e\u30bf\u30b9\u30af\u3092\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u542b\u3081\u308b\u3002\u30dd\u30fc\u30bf\u30eb\u3092\u958b\u3044\u305f\u3082\u306e\u306e\u300148\u6642\u9593\u4ee5\u5185\u306b\u66f8\u985e\u306b\u7f72\u540d\u3057\u306a\u304b\u3063\u305f\u9867\u5ba2\u306b\u306f\u3001\u96fb\u8a71\u306b\u3088\u308b\u30bf\u30b9\u30af\u304c\u767a\u751f\u3059\u308b\u306f\u305a\u3060\u3002\u3053\u306e\u3088\u3046\u306a\u4eba\u9593\u7684\u306a\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u306f\u81ea\u52d5\u5316\u3092\u88dc\u5b8c\u3057\u3001\u9867\u5ba2\u304c\u9699\u9593\u306b\u5165\u308a\u8fbc\u3080\u306e\u3092\u9632\u3050\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306e\u3059\u3079\u3066\u306e\u3084\u308a\u53d6\u308a\u3068\u627f\u8a8d\u306f\u3001\u76e3\u67fb\u3068\u898f\u5236\u5f53\u5c40\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306b\u8a18\u9332\u3055\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u3053\u306e\u6587\u66f8\u5316\u306b\u3088\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u4fdd\u8b77\u3055\u308c\u3001\u696d\u754c\u898f\u5236\u306e\u9075\u5b88\u304c\u8a3c\u660e\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-lifecycle-journeys-for-reviews-rebalancing-and-life-events\">\u898b\u76f4\u3057\u3001\u30ea\u30d0\u30e9\u30f3\u30b7\u30f3\u30b0\u3001\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u306e\u305f\u3081\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e741\u56de\u307e\u305f\u306f\u534a\u671f\u306b1\u56de\u306e\u30ec\u30d3\u30e5\u30fc\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306f\u3001\u30bf\u30b9\u30af\u3001\u30ab\u30ec\u30f3\u30c0\u30fc\u306e\u62db\u5f85\u3001CRM\u30c7\u30fc\u30bf\u304b\u3089\u4f5c\u6210\u3057\u305f\u30ec\u30d3\u30e5\u30fc\u30fb\u30ec\u30dd\u30fc\u30c8\u306b\u3088\u3063\u3066\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u6e96\u5099\u306b\u8cbb\u3084\u3059\u6642\u9593\u3092\u6e1b\u3089\u3057\u3001\u6709\u610f\u7fa9\u306a\u4f1a\u8a71\u306b\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u8cbb\u3084\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u8a31\u5bb9\u7bc4\u56f2\u3092\u8d85\u3048\u3066\u4e56\u96e2\u3057\u305f\u5834\u5408\u306b\u30a2\u30e9\u30fc\u30c8\u3092\u767a\u3057\u3001\u500b\u5225\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u63d0\u6848\u3092\u5c0e\u304d\u307e\u3059\u3002\u9867\u5ba2\u306f\u3001\u4e00\u822c\u7684\u306a\u5e02\u5834\u30b3\u30e1\u30f3\u30c8\u3067\u306f\u306a\u304f\u3001\u7279\u5b9a\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u76ee\u6a19\u3092\u53c2\u7167\u3057\u306a\u304c\u3089\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u8abf\u6574\u304c\u5fc5\u8981\u306a\u7406\u7531\u3092\u8aac\u660e\u3059\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u53d7\u3051\u53d6\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u30c8\u30ea\u30ac\u30fc\u306f\u3001\u5f37\u529b\u306a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306e\u6a5f\u4f1a\u3092\u751f\u307f\u51fa\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u53ce\u5165\u8a08\u753b\u3092\u7acb\u3066\u308b\u304d\u3063\u304b\u3051\u3068\u306a\u308b\u9000\u8077\u65e5\u306e\u5230\u6765<\/li>\n\n\n\n<li>2026\u5e74\u306b\u6a29\u5229\u78ba\u5b9a\u3059\u308b\u30aa\u30d7\u30b7\u30e7\u30f3\u3001\u7a0e\u5236\u6700\u9069\u5316\u306e\u8b70\u8ad6\u3092\u4fc3\u3059<\/li>\n\n\n\n<li>\u6d41\u52d5\u6027\u8a08\u753b\u306b\u3064\u306a\u304c\u308b2025\u5e74\u306e\u4e0d\u52d5\u7523\u8cfc\u5165\u306e\u898b\u8fbc\u307f<\/li>\n\n\n\n<li>\u6210\u4eba\u3057\u305f\u5b50\u4f9b\u305f\u3061\u304c\u5bb6\u65cf\u306e\u8ca1\u7523\u306b\u3064\u3044\u3066\u8a71\u3057\u5408\u3046<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30c8\u30ea\u30ac\u30fc\u306f\u3001\u7279\u5b9a\u306e\u76ee\u6a19\u3084\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u306b\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u7d50\u3073\u3064\u3051\u308b\u3088\u3046\u306a\u3001\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u3084\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6848\u5185\u3092\u9001\u308b\u3002\u9000\u8077\u3092\u63a7\u3048\u305f\u9867\u5ba2\u306f\u3001\u8caf\u84c4\u306e\u30d4\u30fc\u30af\u306b\u3042\u308b\u9867\u5ba2\u3068\u306f\u7570\u306a\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u53d7\u3051\u53d6\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65c5\u7a0b\u306f\u7570\u306a\u308b\u7ba1\u8f44\u533a\u57df\u306b\u9069\u5fdc\u3055\u305b\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u30b9\u30a4\u30b9\u306e\u5c45\u4f4f\u8005\u306f\u3001EU\u3084\u82f1\u56fd\u306e\u5c45\u4f4f\u8005\u3068\u306f\u7570\u306a\u308b\u7a0e\u52d9\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002CRM\u306f\u3001\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u30fb\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u3001\u3053\u308c\u3089\u306e\u30d0\u30ea\u30a8\u30fc\u30b7\u30e7\u30f3\u3092\u81ea\u52d5\u7684\u306b\u51e6\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-workflow-automation-to-deliver-timely-relevant-advice\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3092\u5229\u7528\u3057\u3066\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u3067\u9069\u5207\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308b\u81ea\u52d5\u5316\u3068\u306f\u3001\u4e00\u822c\u7684\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u9867\u5ba2\u306b\u30b9\u30d1\u30e0\u3059\u308b\u3053\u3068\u3067\u306f\u306a\u3044\u3002\u9069\u5207\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u3001\u9069\u5207\u306a\u30c1\u30e3\u30cd\u30eb\u3092\u901a\u3058\u3066\u3001\u9069\u5207\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u9001\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u304c\u3046\u307e\u304f\u3044\u3051\u3070\u3001\u30de\u30b9\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3067\u306f\u306a\u304f\u3001\u304d\u3081\u7d30\u304b\u3044\u30b5\u30fc\u30d3\u30b9\u306e\u3088\u3046\u306b\u611f\u3058\u3089\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u4f1a\u8b70\u5f8c\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3001\u671f\u9650\u5207\u308c\u5546\u54c1\u306e\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3001\u8a95\u751f\u65e5\u3084\u8a18\u5ff5\u65e5\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u306a\u3069\u306e\u30eb\u30fc\u30c1\u30f3\u30ef\u30fc\u30af\u3092\u6e96\u62e0\u3057\u305f\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3067\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u306f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6642\u9593\u3092\u6d88\u8cbb\u3059\u308b\u3053\u3068\u306a\u304f\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u7dad\u6301\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u306a\u81ea\u52d5\u5316\u306e\u4f8b\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u3042\u308b\u9867\u5ba2\u304c\u8cc7\u7523\u306e10\uff05\u309230\u65e5\u4ee5\u4e0a\u73fe\u91d1\u3067\u4fdd\u6709\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u30b7\u30b9\u30c6\u30e0\u304c\u691c\u77e5\u3059\u308b\u3002\u3053\u308c\u306f\u3001\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u73fe\u5728\u306e\u5e02\u5834\u74b0\u5883\u306b\u57fa\u3065\u3044\u3066\u3001\u9069\u5207\u306a\u6295\u8cc7\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u6848\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3078\u306e\u30a2\u30e9\u30fc\u30c8\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u73fe\u91d1\u306b\u8db3\u3092\u5f15\u3063\u5f35\u3089\u308c\u30ea\u30bf\u30fc\u30f3\u304c\u6e1b\u5c11\u3059\u308b\u306e\u3092\u9632\u3050\u305f\u3081\u3001\u500b\u5225\u306b\u6295\u8cc7\u5148\u3092\u63d0\u6848\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u306e\u30eb\u30fc\u30eb\u306f\u3001\u5e38\u306bCRM\u306b\u8a18\u9332\u3055\u308c\u305f\u9069\u5408\u6027\u30d5\u30a3\u30eb\u30bf\u30ea\u30f3\u30b0\u3068\u30ed\u30fc\u30ab \u30eb\u5546\u54c1\u306e\u5236\u9650\u3092\u5c0a\u91cd\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9867\u5ba2\u306e\u898f\u5236\u4e0a\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3084\u55dc\u597d\u306b\u57fa\u3065\u3044 \u3066\u3001\u9867\u5ba2\u304c\u9069\u683c\u3067\u306a\u3044\u6295\u8cc7\u3092\u63d0\u6848\u3059\u3079\u304d\u3067\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30d1\u30af\u30c8\u306e\u5927\u304d\u3044\u81ea\u52d5\u5316\u304b\u3089\u59cb\u3081\u3001\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306b\u57fa\u3065\u3044\u3066\u6539\u826f\u3057\u3066\u304b\u3089\u898f\u6a21\u3092\u62e1\u5927\u3059\u308b\u3002\u6700\u521d\u304b\u3089\u904e\u5270\u306a\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u3092\u884c\u3046\u3068\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u7ba1\u7406\u3059\u308b\u306e\u306b\u82e6\u52b4\u3059\u308b\u3088\u3046\u306a\u8907\u96d1\u3055\u304c\u751f\u3058\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-trigger-based-alerts-tied-to-portfolios-and-markets\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u5e02\u5834\u306b\u9023\u52d5\u3057\u305f\u30c8\u30ea\u30ac\u30fc\u30d9\u30fc\u30b9\u306e\u30a2\u30e9\u30fc\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u3068\u9867\u5ba2\u306e\u597d\u307f\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u30a2\u30e9\u30fc\u30c8\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u306e\u305f\u3081\u306e\u5f37\u529b\u306a\u6a5f\u4f1a\u304c\u751f\u307e\u308c\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u5358\u306a\u308b\u30ab\u30ec\u30f3\u30c0\u30fc\u306e\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u8d85\u3048\u3001\u4fa1\u5024\u3092\u4ed8\u52a0\u3059\u308b\u771f\u306e\u91d1\u878d\u30c4\u30fc\u30eb\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u304d\u3063\u304b\u3051\u3068\u306a\u308b\u30a4\u30d9\u30f3\u30c8\u306e\u7a2e\u985e\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30a4\u30d9\u30f3\u30c8\u306e\u7a2e\u985e<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u6f5c\u5728\u7684\u30a2\u30af\u30b7\u30e7\u30f3<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u50b5\u5238\u306e\u6e80\u671f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u73fe\u884c\u30ec\u30fc\u30c8\u306b\u57fa\u3065\u304f\u518d\u6295\u8cc7\u6848<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4fdd\u6709\u8a3c\u5238\u306e\u6e1b\u914d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5f71\u97ff\u5206\u6790\u3068\u4ee3\u66ff\u6848\u306e\u691c\u8a0e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u683c\u4ed8\u3051\u306e\u5f15\u304d\u4e0b\u3052<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u8a55\u4fa1\u3068\u30ea\u30d0\u30e9\u30f3\u30b9\u306e\u53ef\u80fd\u6027<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4ee3\u66ff\u6295\u8cc7\u306e\u30ed\u30c3\u30af\u30a2\u30c3\u30d7\u671f\u9650\u5207\u308c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6d41\u52d5\u6027\u30aa\u30d7\u30b7\u30e7\u30f3\u3068\u518d\u6295\u8cc7\u8a08\u753b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\u592e\u9280\u884c\u306e\u91d1\u5229\u6c7a\u5b9a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u91d1\u5229\u306b\u654f\u611f\u306a\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30a4\u30f3\u30d1\u30af\u30c8\u30fb\u30ec\u30d3\u30e5\u30fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6307\u6570\u306e\u5927\u304d\u306a\u52d5\u304d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306b\u654f\u611f\u306a\u5c64\u3078\u306e\u7a4d\u6975\u7684\u306a\u50cd\u304d\u304b\u3051<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001InvestGlass\u5185\u3067\u3053\u308c\u3089\u306e\u30a2\u30e9\u30fc\u30c8\u3092\u53d7\u4fe1\u3057\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u307e\u305f\u306f\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u3001\u534a\u81ea\u52d5\u5316\u3055\u308c\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u9001\u4fe1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u9867\u5ba2\u306e\u7279\u5b9a\u306e\u4fdd\u6709\u9298\u67c4\u3084\u597d\u307f\u306b\u8a00\u53ca\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u500b\u4eba\u7684\u306a\u5370\u8c61\u3092\u4e0e\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-but-personal-communication-campaigns\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u3001\u3057\u304b\u3057\u500b\u4eba\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5185\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u9867\u5ba2\u306f\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u5730\u57df\u3001\u8208\u5473\u306b\u5fdc\u3058\u3066\u7570\u306a\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u30fb\u30b9\u30c8\u30ea\u30fc\u30e0\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u591a\u304f\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u5c02\u9580\u5bb6\u304cCRM\u3078\u306e\u6295\u8cc7\u304b\u3089\u5373\u5ea7\u306b\u52b9\u679c\u3092\u5b9f\u611f\u3057\u3066\u3044\u308b\u3068\u3053\u308d\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u30c6\u30fc\u30de\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u3060\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b9\u30a4\u30b9\u5c45\u4f4f\u8005\u306e\u305f\u3081\u306e\u30ea\u30bf\u30a4\u30a2\u30e1\u30f3\u30c8\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u6226\u7565<\/li>\n\n\n\n<li>\u6b27\u5dde\u682a\u5f0f\u3078\u306e\u6301\u7d9a\u53ef\u80fd\u306a\u6295\u8cc7<\/li>\n\n\n\n<li>\u30d5\u30a1\u30df\u30ea\u30fc\u30d3\u30b8\u30cd\u30b9\u306e\u305f\u3081\u306e\u5f8c\u7d99\u8005\u8a08\u753b<\/li>\n\n\n\n<li>\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u305f\u3081\u306e\u7a0e\u52d9\u6700\u9069\u5316<\/li>\n\n\n\n<li>\u9069\u683c\u6295\u8cc7\u5bb6\u306e\u305f\u3081\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u306e\u6a5f\u4f1a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u306f\u3001\u9867\u5ba2\u306e\u59d3\u540d\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u914d\u5206\u306e\u7bc4\u56f2\u3001\u76ee\u6a19\u306e\u9032\u6357\u7387\u306a\u3069\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30c7\u30fc\u30bf\u304c\u633f\u5165\u3055\u308c\u307e\u3059\u3002\u30ea\u30bf\u30a4\u30a2\u30e1\u30f3\u30c8\u30b4\u30fc\u30eb\u306b\u5411\u304b\u3063\u306670\uff05\u306e\u9867\u5ba2\u306f\u3001\u305d\u306e\u65c5\u3092\u59cb\u3081\u305f\u3070\u304b\u308a\u306e\u9867\u5ba2\u3068\u306f\u7570\u306a\u308b\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u53d7\u3051\u53d6\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u983b\u5ea6\u5236\u9650\u3068\u660e\u78ba\u306a\u30aa\u30d7\u30c8\u30a2\u30a6\u30c8\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001\u75b2\u52b4\u3092\u9632\u304e\u3001GDPR\u3084\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306a\u3069\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u898f\u5247\u3092\u5c0a\u91cd\u3057\u307e\u3059\u3002\u305f\u3068\u3048\u95a2\u9023\u6027\u306e\u3042\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u3067\u3042\u3063\u3066\u3082\u3001\u8ab0\u3057\u3082\u304c\u6d2a\u6c34\u306e\u3088\u3046\u306b\u6d41\u3055\u308c\u308b\u3053\u3068\u3092\u671b\u3093\u3067\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ef6\u540d\u3084\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u7a2e\u985e\u3092B\u30c6\u30b9\u30c8\u3059\u308b\u3053\u3068\u3067\u3001\u7570\u306a\u308b\u5e74\u9f62\u5c64\u3084\u5bcc\u88d5\u5c64\u306b\u4f55\u304c\u97ff\u304f\u304b\u3092\u660e\u3089\u304b\u306b\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u304c\u9577\u671f\u7684\u306b\u5411\u4e0a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leverage-ai-for-deeper-insights-and-recommendations\">\u3088\u308a\u6df1\u3044\u6d1e\u5bdf\u3068\u63a8\u5968\u306e\u305f\u3081\u306eAI\u306e\u6d3b\u7528<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306f\u4eba\u9593\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u5f37\u5316\u3059\u308b\u3082\u306e\u3067\u3042\u3063\u3066\u3001\u305d\u308c\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6700\u3082\u52b9\u679c\u7684\u306a\u5c0e\u5165\u306f\u3001AI\u3092\u4f7f\u3063\u3066CRM\u30c7\u30fc\u30bf\u306b\u96a0\u3055\u308c\u305f\u95a2\u9023\u3059\u308b\u6d1e\u5bdf\u3092\u6d6e\u304d\u5f6b\u308a\u306b\u3057\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u6700\u3082\u91cd\u8981\u306a\u90e8\u5206\u306b\u5c02\u9580\u77e5\u8b58\u3092\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3082\u306e\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306eAI\u306f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30d1\u30bf\u30fc\u30f3\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u5e02\u5834\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3057\u3001\u6b21\u306e\u6700\u9069\u306a\u884c\u52d5\u3092\u63d0\u6848\u3057\u307e\u3059\u3002\u3055\u3089\u306b\u3001CRM\u30b7\u30b9\u30c6\u30e0\u5185\u306e\u9ad8\u5ea6\u306a\u5206\u6790\u306f\u3001\u5b9f\u7528\u7684\u306a\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u3068\u30c8\u30ec\u30f3\u30c9\u306e\u7279\u5b9a\u3092\u63d0\u4f9b\u3057\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u9867\u5ba2\u306e\u305f\u3081\u306b\u3001\u3088\u308a\u591a\u304f\u306e\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u63d0\u6848\u306b\u3088\u308a\u3001\u591a\u304f\u306e\u9867\u5ba2\u30ea\u30b9\u30c8\u3067\u306f\u6c17\u4ed8\u304b\u306a\u3044\u3088\u3046\u306a\u6a5f\u4f1a\u3084\u30ea\u30b9\u30af\u304c\u8868\u9762\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8aac\u660e\u53ef\u80fd\u6027\u3068\u76e3\u67fb\u53ef\u80fd\u6027\u306f\u3001\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u5411\u3051\u306eAI\u306b\u3088\u308b\u63a8\u5968\u306b\u306f\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001AI\u304c\u7279\u5b9a\u306e\u884c\u52d5\u3092\u63d0\u6848\u3057\u305f\u7406\u7531\u3092\u7406\u89e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u30d6\u30e9\u30c3\u30af\u30dc\u30c3\u30af\u30b9\u5316\u3055\u308c\u305f\u63a8\u5968\u306f\u5bb9\u8a8d\u3067\u304d\u306a\u3044\u30ea\u30b9\u30af\u3092\u751f\u3080\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u306f\u3001\u4eba\u9593\u306e\u76e3\u8996\u304c\u7d44\u307f\u8fbc\u307e\u308c\u305f\u76e3\u8996\u4ed8\u304dAI\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u304b\u3089\u59cb\u3081\u308b\u3079\u304d\u3067\u3042\u308b\u3002E\u30e1\u30fc\u30eb\u4f5c\u6210\u652f\u63f4\u3001\u63d0\u6848\u66f8\u4f5c\u6210\u3001\u30ea\u30b9\u30af\u30a2\u30e9\u30fc\u30c8\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u306a\u3069\u306f\u3059\u3079\u3066\u3001AI\u304c\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3057\u306a\u304c\u3089\u5229\u76ca\u3092\u3082\u305f\u3089\u3059\u3002\u3059\u3079\u3066\u306eAI\u30a2\u30a6\u30c8\u30d7\u30c3\u30c8\u306f\u3001CRM\u306e\u30bb\u30ad\u30e5\u30a2\u3067\u4e3b\u6a29\u7684\u306a\u74b0\u5883\u3001\u7406\u60f3\u7684\u306b\u306f\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u74b0\u5883\u3001\u307e\u305f\u306f\u53b3\u3057\u3044\u8981\u4ef6\u3092\u6e80\u305f\u3059\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30d5\u30a1\u30fc\u30e0\u5411\u3051\u306e\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u74b0\u5883\u3067\u4f7f\u7528\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-predictive-models-for-churn-opportunities-and-risk\">\u89e3\u7d04\u3001\u6a5f\u4f1a\u3001\u30ea\u30b9\u30af\u306e\u4e88\u6e2c\u30e2\u30c7\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306f\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u4f4e\u4e0b\u3001\u53e3\u5ea7\u304b\u3089\u306e\u79fb\u7ba1\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3078\u306e\u51fa\u5e2d\u7387\u306e\u4f4e\u4e0b\u306a\u3069\u3001\u9867\u5ba2\u6e1b\u5c11\u306e\u521d\u671f\u5146\u5019\u3092\u793a\u3059\u9867\u5ba2\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u3089\u306e\u89e3\u7d04\u30b7\u30b0\u30ca\u30eb\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u8cc7\u7523\u304c\u96e2\u8131\u3059\u308b\u524d\u306b\u4ecb\u5165\u3059\u308b\u6642\u9593\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30dd\u30c1\u30e5\u30cb\u30c6\u30a3\u30fb\u30e2\u30c7\u30eb\u306f\u3001\u4f59\u5270\u8cc7\u91d1\u306e\u3042\u308b\u9867\u5ba2\u3001\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u304c\u8fd1\u3044\u9867\u5ba2\u3001\u6b8b\u9ad8\u304c\u5897\u52a0\u3057\u3066\u3044\u308b\u9867\u5ba2\u306a\u3069\u3001\u7a4d\u6975\u7684\u306a\u50cd\u304d\u304b\u3051\u306b\u5024\u3059\u308b\u9867\u5ba2\u3092\u30cf\u30a4\u30e9\u30a4\u30c8\u3059\u308b\u3002\u9867\u5ba2\u304c\u6295\u8cc7\u30aa\u30d7\u30b7\u30e7\u30f3\u306b\u3064\u3044\u3066\u5c0b\u306d\u3066\u304f\u308b\u306e\u3092\u5f85\u3064\u306e\u3067\u306f\u306a\u304f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9069\u5207\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u624b\u3092\u5dee\u3057\u4f38\u3079\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30b9\u30af\u5fd7\u5411\u306e\u30e2\u30c7\u30eb\u306f\u3001\u6b21\u306e\u3088\u3046\u306a\u70b9\u306b\u6ce8\u76ee\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u95be\u5024\u3092\u8d85\u3048\u308b\u96c6\u4e2d\u30ea\u30b9\u30af<\/li>\n\n\n\n<li>\u8b70\u8ad6\u306e\u5bfe\u8c61\u3068\u306a\u308b\u7570\u5e38\u306a\u53d6\u5f15\u30d1\u30bf\u30fc\u30f3<\/li>\n\n\n\n<li>\u9069\u6027\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u73fe\u5728\u306e\u4fdd\u6709\u8cc7\u7523\u3068\u306e\u4e0d\u6574\u5408<\/li>\n\n\n\n<li>\u898b\u76f4\u3057\u3092\u5fc5\u8981\u3068\u3059\u308b\u6f5c\u5728\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u61f8\u5ff5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e2\u30c7\u30eb\u306e\u51fa\u529b\u306f\u3001CRM\u5185\u306e\u30b7\u30f3\u30d7\u30eb\u306a\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3084\u512a\u5148\u9806\u4f4d\u30ad\u30e5\u30fc\u306b\u8868\u793a\u3055\u308c\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u30c7\u30fc\u30bf\u30b5\u30a4\u30a8\u30f3\u30c6\u30a3\u30b9\u30c8\u306b\u306a\u308b\u3053\u3068\u306a\u304f\u3001\u30c8\u30ec\u30f3\u30c9\u3084\u6a5f\u4f1a\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30ea\u30b9\u30af\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001\u672c\u756a\u4f7f\u7528\u524d\u306b\u3053\u308c\u3089\u306e\u30e2\u30c7\u30eb\u3092\u8a2d\u8a08\u3057\u3001\u691c\u8a3c\u3059\u308b\u969b\u306b\u95a2\u4e0e\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-assisted-content-and-proposal-generation\">AI\u304c\u652f\u63f4\u3059\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u3068\u63d0\u6848\u66f8\u4f5c\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u63a5\u7d9a\u3055\u308c\u305fAI\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8\u306f\u3001CRM\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30ec\u30d3\u30e5\u30fc\u8981\u7d04\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u89e3\u8aac\u3092\u8d77\u8349\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65e5\u5e38\u7684\u306a\u6587\u66f8\u4f5c\u6210\u306b\u8cbb\u3084\u3059\u6642\u9593\u304c\u5287\u7684\u306b\u77ed\u7e2e\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u9001\u4fe1\u3059\u308b\u524d\u306b\u3001AI\u304c\u8d77\u8349\u3057\u305f\u3059\u3079\u3066\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u78ba\u8a8d\u3057\u3001\u30c8\u30fc\u30f3\u3001\u9069\u5408\u6027\u3001\u6b63\u78ba\u6027\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306b\u7de8\u96c6\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002AI\u306f\u5f37\u529b\u306a\u51fa\u767a\u70b9\u3092\u63d0\u4f9b\u3059\u308b\u304c\u3001\u6700\u7d42\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u9069\u5207\u3067\u3042\u308b\u3053\u3068\u3092\u4eba\u9593\u306e\u5224\u65ad\u304c\u4fdd\u8a3c\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u3058\u5e02\u5834\u306e\u8abf\u6574\u5c40\u9762\u306b\u304a\u3044\u3066\u3001\u614e\u91cd\u306a\u9000\u8077\u8005\u3068\u6210\u9577\u5fd7\u5411\u306e\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u3068\u3067\u7570\u306a\u308b\u30b3\u30e1\u30f3\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u6839\u5e95\u306b\u3042\u308b\u4e8b\u5b9f\u306f\u4f3c\u3066\u3044\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u304c\u3001\u30d5\u30ec\u30fc\u30df\u30f3\u30b0\u3001\u5f37\u8abf\u70b9\u3001\u63a8\u5968\u3055\u308c\u308b\u884c\u52d5\u306f\u5927\u304d\u304f\u7570\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u63d0\u6848\u30a8\u30f3\u30b8\u30f3\u306f\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u6295\u8cc7\u5bfe\u8c61\u3001\u5546\u54c1\u68da\u306e\u30eb\u30fc\u30eb\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u3001\u9069\u5408\u3059\u308b\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u63d0\u6848\u3057\u307e\u3059\u3002AI\u306f\u3001\u63a8\u5968\u304c\u9069\u5408\u6027\u8981\u4ef6\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u4e00\u65b9\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u63a8\u5968\u306b\u8aac\u5f97\u529b\u3092\u6301\u305f\u305b\u308b\u500b\u4eba\u7684\u306a\u80cc\u666f\u3092\u8ffd\u52a0\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f1a\u793e\u306f\u3001\u5185\u90e8\u30e2\u30c7\u30eb\u30fb\u30ac\u30d0\u30ca\u30f3\u30b9\u3092\u652f\u63f4\u3057\u3001\u52a9\u8a00\u30d7\u30ed\u30bb\u30b9\u306b\u95a2\u3059\u308b\u898f\u5236\u5f53\u5c40\u306e\u8cea\u554f\u306b\u7b54\u3048\u308b\u305f\u3081\u306b\u3001\u3069\u306e\u63d0\u6848\u304cAI\u306b\u3088\u308b\u652f\u63f4\u3067\u3042\u3063\u305f\u304b\u3092\u8a18\u9332\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ensure-compliance-privacy-and-swiss-data-sovereignty\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u78ba\u4fdd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u306b\u304a\u3051\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u5f37\u529b\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30c7\u30fc\u30bf\u4fdd\u8b77\u306e\u57fa\u76e4\u306a\u3057\u306b\u306f\u6210\u308a\u7acb\u305f\u306a\u3044\u3002\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30ec\u30b3\u30e1\u30f3\u30c7\u30fc\u30b7\u30e7\u30f3\u3001\u81ea\u52d5\u30e1\u30c3\u30bb\u30fc\u30b8\u3001AI\u306b\u3088\u308b\u63d0\u6848\u306f\u3059\u3079\u3066\u3001\u898f\u5236\u306e\u67a0\u5185\u3067\u904b\u7528\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u306eInvestGlass\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u9280\u884c\u3084\u8cc7\u7523\u904b\u7528\u306e\u5c02\u9580\u5bb6\u304c\u30c7\u30fc\u30bf\u5c45\u4f4f\u6027\u3084\u4e3b\u6a29\u306b\u95a2\u3059\u308b\u8981\u4ef6\u3092\u6e80\u305f\u3059\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u6700\u9ad8\u30ec\u30d9\u30eb\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u3092\u8981\u6c42\u3059\u308b\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u6cd5\u4ee4\u9075\u5b88\u3068\u7af6\u4e89\u4e0a\u306e\u5dee\u5225\u5316\u306e\u4e21\u65b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u30fb\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b5\u30fc\u30d3\u30b9\u30fb\u30af\u30e9\u30a6\u30c9\u306a\u3069\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30fb\u30af\u30e9\u30a6\u30c9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u3084\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u898f\u5236\u8981\u4ef6\u3084\u30c7\u30fc\u30bf\u4fdd\u8b77\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u305f\u3001\u696d\u754c\u56fa\u6709\u306eCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u4e00\u4f8b\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8aad\u8005\u304c\u7406\u89e3\u3059\u3079\u304d\u4e3b\u306a\u898f\u5236<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u898f\u5236<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30b3\u30fc\u30d7<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4e3b\u306a\u8981\u4ef6<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>GDPR<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>EU\u30c7\u30fc\u30bf\u4e3b\u4f53<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u540c\u610f\u3001\u30c7\u30fc\u30bf\u6700\u5c0f\u5316\u3001\u6d88\u53bb\u6a29<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9FADP<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u4f53<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u3067\u65bd\u884c\u3055\u308c\u308bGDPR\u306b\u985e\u4f3c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>MiFID II<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>EU\u6295\u8cc7\u30b5\u30fc\u30d3\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9069\u5408\u6027\u3001\u9069\u5207\u6027\u3001\u6700\u826f\u57f7\u884c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a8\u30eb\u30a8\u30b9\u30d5\u30a3\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u6587\u66f8\u5316\u3001\u82e6\u60c5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9280\u884c\u306e\u79d8\u5bc6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u306e\u898f\u5236\u5bfe\u8c61\u4f01\u696d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53b3\u683c\u306a\u5b88\u79d8\u7fa9\u52d9<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u306f\u3001PEP\u30d5\u30e9\u30b0\u3001\u9069\u5408\u6027\u30ec\u30dd\u30fc\u30c8\u3001\u6a5f\u5bc6\u6587\u66f8\u306a\u3069\u306e\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u8ca1\u52d9\u30c7\u30fc\u30bf\u3092\u3001\u6a29\u9650\u3092\u4e0e\u3048\u3089\u308c\u305f\u30c1\u30fc\u30e0\u306e\u307f\u304c\u95b2\u89a7\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002\u82e5\u624b\u306e\u7ba1\u7406\u8005\u304c\u4e0a\u7d1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3068\u540c\u3058\u53ef\u8996\u6027\u3092\u6301\u3064\u3079\u304d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3001\u304a\u3088\u3073\u81ea\u52d5\u5316\u306e\u5b9a\u671f\u7684\u306a\u76e3\u67fb\u306f\u3001\u3059\u3079\u3066\u306e\u30d7\u30ed\u30bb\u30b9\u304c\u9069\u5408\u6027\u8981\u4ef6\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u898f\u5236\u3001\u304a\u3088\u3073\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u5236\u9650\u3092\u5c0a\u91cd\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u691c\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-audit-trails-and-documentation-of-advice\">\u76e3\u67fb\u8a3c\u8de1\u3068\u52a9\u8a00\u306e\u6587\u66f8\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3078\u306e\u3059\u3079\u3066\u306e\u5909\u66f4\u3001\u3059\u3079\u3066\u306e\u63a8\u5968\u3001\u3059\u3079\u3066\u306e\u627f\u8a8d\u3092\u3001\u6539\u3056\u3093\u4e0d\u53ef\u80fd\u306a\u5c65\u6b74\u3068\u3057\u3066\u81ea\u52d5\u7684\u306b\u8a18\u9332\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u3053\u306e\u6587\u66f8\u5316\u306f\u3001\u898f\u5236\u5f53\u5c40\u306e\u5be9\u67fb\u3084\u7d1b\u4e89\u89e3\u6c7a\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u4f1a\u8b70\u30e1\u30e2\u3001\u901a\u8a71\u8981\u7d04\u3001\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3055\u308c\u305f\u6587\u66f8\u3092\u9867\u5ba2\u8a18\u9332\u306b\u76f4\u63a5\u4fdd\u5b58\u3057\u307e\u3059\u3002\u5c06\u6765\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5be9\u67fb\u62c5\u5f53\u8005\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u30a2\u30fc\u30ab\u30a4\u30d6\u3084\u30d5\u30a1\u30a4\u30eb\u30b7\u30b9\u30c6\u30e0\u3092\u691c\u7d22\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5b8c\u5168\u306a\u5c65\u6b74\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3001\u63a8\u5968\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u6700\u7d42\u7684\u306a\u6295\u8cc7\u6c7a\u5b9a\u3068\u306e\u95a2\u9023\u3092\u3001\u6a19\u6e96\u5316\u3055\u308c\u305f\u65b9\u6cd5\u3067\u6587\u66f8\u5316\u3059\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b9\u304c\u9069\u5207\u3067\u3042\u308a\u3001\u9069\u5207\u306b\u691c\u8a0e\u3055\u308c\u305f\u3053\u3068\u3092\u793a\u3059\u660e\u78ba\u306a\u76e3\u67fb\u8a3c\u8de1\u304c\u4f5c\u6210\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u78ba\u306a\u6587\u66f8\u5316\u306f\u3001\u9867\u5ba2\u3068\u6a5f\u95a2\u306e\u53cc\u65b9\u3092\u4fdd\u8b77\u3057\u307e\u3059\u3002\u6570\u5e74\u5f8c\u3001\u306a\u305c\u7279\u5b9a\u306e\u63a8\u85a6\u3092\u884c\u3063\u305f\u306e\u304b\u306b\u3064\u3044\u3066\u7591\u554f\u304c\u751f\u3058\u305f\u5834\u5408\u3001\u305d\u306e\u7b54\u3048\u306fCRM\u304b\u3089\u3059\u3050\u306b\u53d6\u308a\u51fa\u305b\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b7\u30f3\u30d7\u30eb\u306a\u793e\u5185\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u500b\u5225\u306e\u5224\u65ad\u306e\u6839\u62e0\u3092\u8a18\u9332\u3059\u308b\u65b9\u6cd5\u3092\u7406\u89e3\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002\u4f1a\u793e\u5168\u4f53\u3067\u4e00\u8cab\u3057\u305f\u6587\u66f8\u5316\u3092\u5b9f\u65bd\u3059\u308b\u3053\u3068\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u79fb\u884c\u6642\u306e\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-consent-management-and-communication-preferences\">\u540c\u610f\u306e\u7ba1\u7406\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u597d\u307f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30c1\u30e3\u30cd\u30eb\u306b\u5bfe\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u660e\u78ba\u306a\u540c\u610f\u3092\u8a18\u9332\u3059\u308b\u3053\u3068\u306f\u4e0d\u53ef\u6b20\u3067\u3059\u3002E\u30e1\u30fc\u30eb\u3001SMS\u3001\u30a2\u30d7\u30ea\u5185\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u306a\u3069\u3001\u5404\u30c1\u30e3\u30cd\u30eb\u3067\u306f\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u4ed8\u304d\u306e\u6587\u66f8\u5316\u3055\u308c\u305f\u30d1\u30fc\u30df\u30c3\u30b7\u30e7\u30f3\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30d5\u30a3\u30fc\u30eb\u30c9\u306f\u3001\u81ea\u52d5\u5316\u304c\u627f\u8a8d\u3055\u308c\u305f\u30c1\u30e3\u30cd\u30eb\u306e\u307f\u3092\u4f7f\u7528\u3059\u308b\u3088\u3046\u306b\u3001\u3053\u308c\u3089\u306e\u540c\u610f\u3092\u7ba1\u8f44\u533a\u57df\u3068\u5171\u306b\u4fdd\u5b58\u3057\u307e\u3059\u3002E\u30e1\u30fc\u30eb\u306b\u306f\u540c\u610f\u3057\u305f\u304cSMS\u306b\u306f\u540c\u610f\u3057\u306a\u304b\u3063\u305f\u9867\u5ba2\u306f\u3001\u3069\u3093\u306a\u306b\u5584\u610f\u3067\u3042\u3063\u3066\u3082\u30c6\u30ad\u30b9\u30c8\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u306f\u306a\u3044\u306f\u305a\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3067\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u76f4\u63a5\u30d7\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001CRM\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u540c\u671f\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u6a5f\u80fd\u306b\u3088\u308a\u3001\u7ba1\u7406\u8005\u306e\u8ca0\u62c5\u3092\u8efd\u6e1b\u3059\u308b\u3068\u540c\u6642\u306b\u3001\u30d7\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u3092\u5e38\u306b\u6700\u65b0\u306e\u72b6\u614b\u306b\u4fdd\u3064\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9591\u6563\u671f\u3092\u5c0a\u91cd\u3057\u3001\u7279\u306b\u898f\u5236\u306e\u53b3\u3057\u3044\u5730\u57df\u306e\u898b\u8fbc\u307f\u5ba2\u3084\u9867\u5ba2\u306b\u306f\u3001\u30ea \u30b9\u30c8\u306b\u63a5\u89e6\u3057\u306a\u3044\u3053\u3068\u3002\u6cd5\u57df\u306b\u3088\u3063\u3066\u306f\u3001\u6295\u8cc7\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u9867\u5ba2\u306b\u9023\u7d61\u3067\u304d\u308b\u6642\u671f\u3084\u983b\u5ea6\u306b\u3064\u3044\u3066\u3001\u5177\u4f53\u7684\u306a\u8981\u4ef6\u3092\u5b9a\u3081\u3066\u3044\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3092\u59a8\u3052\u308b\u30c7\u30fc\u30bf\u30ae\u30e3\u30c3\u30d7\u3092\u7279\u5b9a\u3059\u308b\u3002ESG\u30d7\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u306e\u6b20\u843d\u3001\u4e00\u8cab\u6027\u306e\u306a\u3044\u30ea\u30b9\u30af\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u307e\u305f\u306f\u53e4\u3044KYC\u8a18\u9332\u306f\u3059\u3079\u3066\u3001\u9ad8\u5ea6\u306a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3092\u53ef\u80fd\u306b\u3059\u308b\u524d\u306b\u4fee\u5fa9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u306f\u3001InvestGlass\u5185\u306e\u30d5\u30a3\u30fc\u30eb\u30c9\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u7d71\u5408\u306e\u69cb\u6210\u306b\u53cd\u6620\u3055\u308c\u307e\u3059\u3002\u73fe\u72b6\u3092\u660e\u78ba\u306b\u7406\u89e3\u3057\u305f\u4e0a\u3067\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3001\u5f8c\u306e\u624b\u623b\u308a\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u5bb3\u95a2\u4fc2\u8005\u306b\u30e1\u30ea\u30c3\u30c8\u3092\u53ef\u8996\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u524d\u5f8c\u306e\u30d7\u30ed\u30bb\u30b9\u56f3\u3092\u6587\u66f8\u5316\u3059\u308b\u30025\u30b9\u30c6\u30c3\u30d7\u306e\u624b\u52d5\u30d7\u30ed\u30bb\u30b9\u304c2\u30af\u30ea\u30c3\u30af\u3067\u81ea\u52d5\u5316\u3055\u308c\u308b\u3053\u3068\u3092\u793a\u3059\u3053\u3068\u3067\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u5bfe\u3059\u308b\u71b1\u610f\u3092\u91b8\u6210\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-configure-investglass-crm-for-your-advice-model\">\u30b9\u30c6\u30c3\u30d7 2: \u30a2\u30c9\u30d0\u30a4\u30b9\u30e2\u30c7\u30eb\u7528\u306bInvestGlass CRM\u3092\u8a2d\u5b9a\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cb4\u793e\u306e\u5546\u54c1\u68da\u3084\u7ba1\u8f44\u533a\u57df\u306b\u5fdc\u3058\u3066\u3001\u76ee\u6a19\u3001\u55dc\u597d\u3001\u898f\u5236\u30ab\u30c6\u30b4\u30ea\u306e\u30ab\u30b9\u30bf\u30e0\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u8a2d\u5b9a\u3059\u308b\u3002\u6700\u826f\u306eCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u304a\u5ba2\u69d8\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u7121\u7406\u306b\u9069\u5fdc\u3055\u305b\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u304a\u5ba2\u69d8\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u9069\u5fdc\u3055\u305b\u307e\u3059\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\u3001\u6295\u8cc7\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u30fb\u30b9\u30bf\u30c3\u30d5\u306e\u5f79\u5272\u3092\u8a2d\u5b9a\u3059\u308b\u3002\u5404\u5f79\u5272\u306f\u3001\u4e0d\u5fc5\u8981\u306b\u8907\u96d1\u5316\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u9069\u5207\u306a\u60c5\u5831\u3092\u8868\u793a\u3057\u3001\u95a2\u9023\u3059\u308b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305a\u4e3b\u8981\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5c0e\u5165\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC\u53ce\u96c6\u306b\u3088\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/li>\n\n\n\n<li>\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u306e\u6e96\u5099\u3068\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u4f9d\u983c\u3068\u627f\u8a8d<\/li>\n\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b5\u30fc\u30d3\u30b9\u30fb\u30ea\u30af\u30a8\u30b9\u30c8\u3078\u306e\u5bfe\u5fdc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">API\u307e\u305f\u306f\u5b89\u5168\u306a\u30d5\u30a1\u30a4\u30eb\u30d5\u30ed\u30fc\u3092\u4f7f\u7528\u3057\u3066\u3001InvestGlass\u3092\u65e2\u5b58\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u307e\u305f\u306f\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3068\u63a5\u7d9a\u3057\u307e\u3059\u3002\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u624b\u52d5\u3067\u518d\u5165\u529b\u3059\u308b\u3053\u3068\u306a\u304f\u81ea\u52d5\u7684\u306b\u30c7\u30fc\u30bf\u304c\u6d41\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u53cd\u5fa9\u7684\u3067\u3042\u308b\u3079\u304d\u3060\u3002\u5c11\u4eba\u6570\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304b\u3089\u306e\u8fc5\u901f\u306a\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u30eb\u30fc\u30d7\u306f\u3001\u3088\u308a\u5e83\u7bc4\u306a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u306e\u524d\u306b\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u6d17\u7df4\u3055\u305b\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002\u8a2d\u8a08\u4e0a\u306f\u3088\u304f\u898b\u3048\u3066\u3082\u3001\u5b9f\u969b\u306e\u4f7f\u7528\u30d1\u30bf\u30fc\u30f3\u306b\u57fa\u3065\u3044\u3066\u8abf\u6574\u304c\u5fc5\u8981\u306a\u5834\u5408\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-train-advisors-on-using-crm-for-personalization\">\u30b9\u30c6\u30c3\u30d73\uff1a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306bCRM\u3092\u6d3b\u7528\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u80b2\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u3001\u62bd\u8c61\u7684\u306a\u6a5f\u80fd\u3067\u306f\u306a\u304f\u3001\u5b9f\u8df5\u7684\u306a\u30b7\u30ca\u30ea\u30aa\u306b\u7126\u70b9\u3092\u5f53\u3066\u308b\u3079\u304d\u3067\u3042\u308b\u3002CRM\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u4f7f\u7528\u3057\u3066\u3001\u5b8c\u5168\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u3092\u4f5c\u6210\u3059\u308b\u65b9\u6cd5\u3092\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u793a\u3059\u3002\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u4f5c\u6210\u3057\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u958b\u59cb\u3059\u308b\u65b9\u6cd5\u3092\u8aac\u660e\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u69cb\u7bc9\u3057\u3001\u30c6\u30b9\u30c8\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u958b\u59cb\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u89b3\u5bdf\u3057\u3066\u3044\u308b\u9593\u306b\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u7d50\u679c\u3092\u8a18\u9332\u3059\u308b\u77ed\u3044\u30cf\u30f3\u30ba\u30aa\u30f3\u30fb\u30bb\u30c3\u30b7\u30e7\u30f3\u306f\u3001\u81ea\u4fe1\u3092\u751f\u307f\u51fa\u3059\u3002\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3088\u308a\u3082\u3001\u5b9f\u8df5\u3059\u308b\u3053\u3068\u3067\u5b66\u3076\u65b9\u304c\u52b9\u679c\u7684\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u793e\u5185\u306e\u30ca\u30ec\u30c3\u30b8\u30fb\u30d9\u30fc\u30b9\u306b\u3001\u6587\u66f8\u5316\u3055\u308c\u305f\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u3084\u77ed\u3044\u30d3\u30c7\u30aa\u3092\u7528\u610f\u3059\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u6b63\u5f0f\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30bb\u30c3\u30b7\u30e7\u30f3\u4ee5\u5916\u3067\u3082\u8cea\u554f\u304c\u751f\u3058\u305f\u3068\u304d\u306b\u5229\u7528\u3067\u304d\u308b\u53c2\u8003\u8cc7\u6599\u3092\u7528\u610f\u3057\u3066\u304a\u304f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3092\u3044\u304f\u3064\u304b\u5b9a\u7fa9\u3057\u3001\u6a19\u6e96\u7684\u306a\u696d\u52d9\u624b\u9806\u3068\u3059\u308b\u3002\u4e3b\u8981\u306a\u9867\u5ba2\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u304c\u7d42\u308f\u308b\u305f\u3073\u306b\u76ee\u6a19\u3092\u66f4\u65b0\u3057\u3001\u4e3b\u8981\u306a\u30c7\u30a3\u30b9\u30ab\u30c3\u30b7\u30e7\u30f3\u30dd\u30a4\u30f3\u30c8\u3092\u8a18\u9332\u3057\u3001\u9867\u5ba2\u306b\u95a2\u9023\u3059\u308b\u5c5e\u6027\u3092\u30bf\u30b0\u4ed8\u3051\u3059\u308b\u3053\u3068\u304c\u7fd2\u6163\u306b\u306a\u308b\u306f\u305a\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u5229\u7528\u304c\u3044\u304b\u306b\u30eb\u30fc\u30c1\u30f3\u30ef\u30fc\u30af\u3092\u6e1b\u3089\u3057\u3001\u9867\u5ba2\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u5411\u4e0a\u3055\u305b\u308b\u304b\u3092\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u793a\u3059\u3002\u4eba\u3005\u304c\u500b\u4eba\u7684\u306a\u30e1\u30ea\u30c3\u30c8\u3092\u7406\u89e3\u3059\u308c\u3070\u3001\u5c0e\u5165\u306f\u52a0\u901f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-pilot-measure-and-refine\">\u30b9\u30c6\u30c3\u30d74\uff1a\u8a66\u9a13\u3001\u6e2c\u5b9a\u3001\u6539\u826f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7570\u306a\u308b\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u307e\u305f\u304c\u308b\u6570\u767e\u4eba\u306e\u9867\u5ba2\u3068\u3001\u6c7a\u3081\u3089\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30b0\u30eb\u30fc\u30d7\u3067\u30d1\u30a4\u30ed\u30c3\u30c8\u3092\u5b9f\u65bd\u3059\u308b\u3002\u3053\u308c\u306b\u3088\u3063\u3066\u3001\u7ba1\u7406\u53ef\u80fd\u3067\u3042\u308a\u306a\u304c\u3089\u3001\u30d1\u30bf\u30fc\u30f3\u3092\u7279\u5b9a\u3059\u308b\u306e\u306b\u5341\u5206\u306a\u30dc\u30ea\u30e5\u30fc\u30e0\u304c\u751f\u307e\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30a4\u30ed\u30c3\u30c8\u671f\u9593\u4e2d\u306e\u6307\u6a19\u3092\u8ffd\u8de1\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u624b\u4f5c\u696d\u306b\u3088\u308b\u5831\u544a\u3068\u6e96\u5099\u306b\u8cbb\u3084\u3055\u308c\u305f\u6642\u9593<\/li>\n\n\n\n<li>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u53cd\u5fdc\u7387<\/li>\n\n\n\n<li>\u9867\u5ba2\u6e80\u8db3\u5ea6\u8abf\u67fb\u306e\u30b9\u30b3\u30a2<\/li>\n\n\n\n<li>\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u306e\u52b9\u7387\u5316<\/li>\n\n\n\n<li>\u554f\u3044\u5408\u308f\u305b\u304b\u3089\u89e3\u6c7a\u307e\u3067\u306e\u6642\u9593<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u30fb\u30eb\u30fc\u30d7\u306f\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3001\u81ea\u52d5\u5316\u3001AI\u306e\u63a8\u5968\u306b\u6539\u5584\u3092\u53cd\u6620\u3055\u305b\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u30d1\u30a4\u30ed\u30c3\u30c8\u306f\u3001\u5358\u306a\u308b\u30c6\u30b9\u30c8\u30e9\u30f3\u3067\u306f\u306a\u304f\u3001\u5b66\u7fd2\u6f14\u7fd2\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u3068\u30ea\u30b9\u30af\u30c1\u30fc\u30e0\u306f\u3001\u30d1\u30a4\u30ed\u30c3\u30c8\u30ed\u30b0\u3092\u30ec\u30d3\u30e5\u30fc\u3057\u3001\u30eb\u30fc\u30eb\u306e\u9075\u5b88\u3092\u691c\u8a3c\u3057\u3001\u76e3\u67fb\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u306e\u5b89\u5fc3\u611f\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u30c1\u30fc\u30e0\u304c\u65e9\u671f\u306b\u95a2\u4e0e\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u5e83\u7bc4\u306a\u5c55\u958b\u6642\u306b\u554f\u984c\u304c\u767a\u751f\u3059\u308b\u306e\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53c2\u52a0\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30c7\u30fc\u30bf\u3068\u5f15\u7528\u3092\u7528\u3044\u305f\u7c21\u5358\u306a\u793e\u5185\u4e8b\u4f8b\u3092\u6e96\u5099\u3059\u308b\u3002\u3053\u306e\u8a3c\u62e0\u306f\u3001\u3088\u308a\u5e83\u7bc4\u306a\u63a1\u7528\u306e\u305f\u3081\u306e\u30d3\u30b8\u30cd\u30b9\u30b1\u30fc\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u7d99\u7d9a\u7684\u306a\u6295\u8cc7\u306e\u78ba\u4fdd\u306b\u5f79\u7acb\u3064\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-enables-compliant-personalization-for-banks-and-wealth-managers\">InvestGlass\u304c\u9280\u884c\u3068\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3092\u53ef\u80fd\u306b\u3059\u308b\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u4e00\u822c\u7684\u306a\u55b6\u696d\u30c1\u30fc\u30e0\u3067\u306f\u306a\u304f\u3001\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3067\u3059\u3002\u3053\u306e\u7126\u70b9\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u3059\u3079\u3066\u306e\u6a5f\u80fd\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5f62\u6210\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u30921\u3064\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u8907\u6570\u306e\u30d0\u30e9\u30d0\u30e9\u306e\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u4f1a\u793e\u3092\u60a9\u307e\u305b\u3066\u3044\u308b\u7d71\u5408\u306e\u8907\u96d1\u3055\u304c\u89e3\u6d88\u3055\u308c\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u6a5f\u80fd\u306f\u4e00\u7dd2\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u308b\u305f\u3081\u3001\u4e00\u7dd2\u306b\u6a5f\u80fd\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u72ec\u7acb\u7cfb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u4f1a\u793e\u304c\u76f4\u9762\u3059\u308b\u53b3\u3057\u3044\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u3068\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u8981\u4ef6\u3092\u6e80\u305f\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306e\u9280\u884c\u57fa\u6e96\u3092\u6c42\u3081\u308b\u9867\u5ba2\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u9078\u629e\u306f\u6709\u610f\u7fa9\u306a\u5b89\u5fc3\u611f\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u306a\u5f37\u307f\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u304a\u5ba2\u69d8\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u9069\u5fdc\u3059\u308b\u30b3\u30fc\u30c9\u4e0d\u8981\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u69cb\u7bc9<\/li>\n\n\n\n<li>\u91d1\u878d\u696d\u754c\u306e\u7528\u8a9e\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u5bfe\u5fdc\u3057\u305fAI\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8<\/li>\n\n\n\n<li>\u4e00\u822c\u7684\u306a\u898f\u5236\u30b7\u30ca\u30ea\u30aa\u306b\u5bfe\u5fdc\u3057\u305f\u3001\u3059\u3050\u306b\u4f7f\u3048\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li>\n\n\n\n<li>\u304a\u5ba2\u69d8\u306e\u30d6\u30e9\u30f3\u30c9\u306b\u5408\u308f\u305b\u3066\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3067\u304d\u308b\u30aa\u30d7\u30b7\u30e7\u30f3<\/li>\n\n\n\n<li>\u3059\u3067\u306b\u4f7f\u7528\u3057\u3066\u3044\u308b\u4ed6\u306e\u8ca1\u52d9\u30c4\u30fc\u30eb\u3084\u4f1a\u8a08\u30bd\u30d5\u30c8\u3068\u306e\u7d71\u5408<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u3042\u306a\u305f\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u30e2\u30c7\u30eb\u304cInvestGlass\u3067\u3069\u306e\u3088\u3046\u306b\u5b9f\u73fe\u3067\u304d\u308b\u304b\u3092\u898b\u308b\u6e96\u5099\u306f\u3067\u304d\u307e\u3057\u305f\u304b\uff1f<\/strong> \u304a\u5ba2\u69d8\u306e\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u7ba1\u8f44\u5730\u57df\u3001\u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb\u306b\u5408\u308f\u305b\u3066\u8a2d\u5b9a\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-a-mid-sized-wealth-manager-start-personalizing-advice-with-a-crm\">\u4e2d\u5805\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001CRM\u3092\u4f7f\u3063\u3066\u3069\u306e\u7a0b\u5ea6\u8fc5\u901f\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u958b\u59cb\u3067\u304d\u308b\u306e\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5341\u4eba\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u62b1\u3048\u3001\u65e2\u5b58\u306e\u30d7\u30ed\u30bb\u30b9\u304c\u660e\u78ba\u306a\u4f1a\u793e\u3067\u3042\u308c\u3070\u3001\u901a\u5e3860\u65e5\u304b\u308990\u65e5\u3067\u96c6\u4e2d\u7684\u306a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u30fb\u30d1\u30a4\u30ed\u30c3\u30c8\u3092\u5b9f\u65bd\u3067\u304d\u308b\u3002\u3053\u306e\u671f\u9593\u306f\u3001\u30c7\u30fc\u30bf\u306e\u8cea\u3001\u5fc5\u8981\u306a\u7d71\u5408\u306e\u6570\u3001\u7ba1\u8f44\u5730\u57df\u3084\u30d6\u30c3\u30ad\u30f3\u30b0\u30bb\u30f3\u30bf\u30fc\u306e\u6570\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u5c55\u958b\u3059\u308b\u524d\u306b\u3001\u5358\u4e00\u306e\u56fd\u307e\u305f\u306f\u30bb\u30b0\u30e1\u30f3\u30c8\u304b\u3089\u59cb\u3081\u308b\u3053\u3068\u3067\u3001\u8907\u96d1\u3055\u3092\u7ba1\u7406\u3057\u3001\u793e\u5185\u306e\u5c02\u9580\u77e5\u8b58\u3092\u6bb5\u968e\u7684\u306b\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-data-should-we-never-use-for-personalization-in-regulated-finance\">\u898f\u5236\u3055\u308c\u305f\u91d1\u878d\u306b\u304a\u3044\u3066\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306b\u6c7a\u3057\u3066\u4f7f\u3063\u3066\u306f\u306a\u3089\u306a\u3044\u30c7\u30fc\u30bf\u3068\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u306f\u3001\u7279\u5b9a\u306e\u76ee\u7684\u306e\u305f\u3081\u306b\u6cd5\u5f8b\u3067\u660e\u793a\u7684\u306b\u8981\u6c42\u3055\u308c\u8a31\u53ef\u3055\u308c\u306a\u3044\u9650\u308a\u3001\u5065\u5eb7\u72b6\u614b\u3001\u653f\u6cbb\u7684\u610f\u898b\u3001\u5b97\u6559\u7684\u4fe1\u6761\u306a\u3069\u306e\u30bb\u30f3\u30b7\u30c6\u30a3\u30d6\u306a\u5c5e\u6027\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3092\u907f\u3051\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u30fb\u30b7\u30b0\u30ca\u30eb\u306a\u3069\u306e\u884c\u52d5\u30c7\u30fc\u30bf\u3092\u52a9\u8a00\u306e\u6c7a\u5b9a\u306b\u4f7f\u7528\u3059\u308b\u524d\u306b\u3001\u73fe\u5730\u306e\u898f\u5236\u3084\u793e\u5185\u65b9\u91dd\u3092\u78ba\u8a8d\u3059\u308b\u3002\u3069\u306e\u3088\u3046\u306a\u7a2e\u985e\u306e\u30c7\u30fc\u30bf\u304c\u63a8\u5968\u306b\u5f79\u7acb\u3064\u304b\u3092\u9867\u5ba2\u306b\u900f\u660e\u306b\u958b\u793a\u3059\u308b\u3053\u3068\u306f\u3001\u4fe1\u983c\u3092\u7bc9\u304d\u3001\u516c\u6b63\u306a\u53d6\u308a\u6271\u3044\u306b\u5bfe\u3059\u308b\u898f\u5236\u5f53\u5c40\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-personalization-work-for-discretionary-mandates-as-well-as-advisory-accounts\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306f\u4e00\u4efb\u5951\u7d04\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u554f\u5951\u7d04\u306b\u3082\u6709\u52b9\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306f\u3069\u3061\u3089\u306e\u30e2\u30c7\u30eb\u306b\u3082\u95a2\u9023\u3059\u308b\u304c\u3001\u305d\u306e\u73fe\u308c\u65b9\u306f\u7570\u306a\u308b\u3002\u4e00\u4efb\u578b\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u5834\u5408\u3001CRM \u306f\u9867\u5ba2\u306e\u55dc\u597d\u306b\u57fa\u3065\u3044\u3066\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u8a2d\u8a08\u3092\u5c0e\u304d\u3001\u5408\u610f\u3055\u308c\u305f\u30d1\u30e9\u30e1\u30fc\u30bf\u306b\u6cbf\u3063\u305f\u30ea\u30d0\u30e9\u30f3\u30b9\u30fb\u30ed\u30b8\u30c3\u30af\u3092\u30c8\u30ea\u30ac\u30fc\u3057\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u30c8\u30fc\u30f3\u306b\u60c5\u5831\u3092\u63d0\u4f9b\u3059\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306e\u5834\u5408\u3001CRM\u306f\u9867\u5ba2\u306e\u627f\u8a8d\u3092\u5fc5\u8981\u3068\u3059\u308b\u660e\u78ba\u306a\u63d0\u6848\u3082\u884c\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u30d1\u30e9\u30e1\u30fc\u30bf\u3092\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u306e\u30d7\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u3068\u4e00\u7dd2\u306b\u4fdd\u5b58\u3059\u308b\u306e\u3067\u3001\u4e21\u30b5\u30fc\u30d3\u30b9\u30e9\u30a4\u30f3\u306f\u3001\u9069\u5207\u306a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3067\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u30d3\u30e5\u30fc\u3092\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-we-avoid-overwhelming-clients-with-automated-messages\">\u81ea\u52d5\u30e1\u30c3\u30bb\u30fc\u30b8\u3067\u9867\u5ba2\u3092\u5727\u5012\u3057\u306a\u3044\u305f\u3081\u306b\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u5185\u3067\u30bb\u30b0\u30e1\u30f3\u30c8\u3084\u30c1\u30e3\u30cd\u30eb\u3054\u3068\u306b\u6700\u5927\u63a5\u89e6\u983b\u5ea6\u3092\u5b9a\u7fa9\u3057\u3001\u81ea\u52d5\u5316\u30eb\u30fc\u30eb\u3067\u305d\u306e\u5236\u9650\u3092\u5b9f\u65bd\u3059\u308b\u3002\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3057\u3001E\u30e1\u30fc\u30eb\u3092\u307b\u3068\u3093\u3069\u958b\u5c01\u3057\u306a\u3044\u9867\u5ba2\u306b\u306f\u30e1\u30c3\u30bb\u30fc\u30b8\u983b\u5ea6\u3092\u6e1b\u3089\u3059\u4e00\u65b9\u3001\u4fa1\u5024\u306e\u9ad8\u3044\u3001\u307e\u305f\u306f\u5fc5\u9808\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u7dad\u6301\u3059\u308b\u3002\u5b9a\u671f\u7684\u306b\u914d\u4fe1\u505c\u6b62\u7387\u3084\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u56de\u7b54\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3067\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5f37\u5ea6\u3092\u5fae\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9069\u5207\u306aCRM\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306f\u3001\u3053\u308c\u3089\u306e\u8a2d\u5b9a\u3092\u7d30\u304b\u304f\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 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class=\"wp-block-paragraph\">\u7d71\u5408\u3055\u308c\u305f\u6587\u66f8\u7ba1\u7406\u6a5f\u80fd\u3092\u6301\u3064 CRM \u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u7ba1\u7406\u4e0a\u306e\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u3092\u524a\u6e1b\u3057\u3001\u30d5\u30a1\u30a4\u30eb\u306e\u7d1b\u5931\u3084\u7f6e\u304d\u5fd8\u308c\u306e\u30ea\u30b9\u30af\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u9867\u5ba2\u306e\u8981\u6c42\u306b\u8fc5\u901f\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u306f\u3001\u8ca1\u52d9\u30c7\u30fc\u30bf\u304c\u7d30\u5fc3\u306e\u6ce8\u610f\u3092\u6255\u3063\u3066\u53d6\u308a\u6271\u308f\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u77e5\u308b\u3053\u3068\u3067\u3001\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30ea\u30ba\u30e0\u3068\u5b89\u5fc3\u611f\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u6587\u66f8\u7ba1\u7406\u6a5f\u80fd\u306e\u5f37\u5316\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u306e\u3042\u3089\u3086\u308b\u6bb5\u968e\u306b\u304a\u3044\u3066\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u304b\u3064\u6b63\u78ba\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u9075\u5b88\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u305f\u3081\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u306b\u3082\u8ca2\u732e\u3057\u307e\u3059\u3002\u7af6\u4e89\u306e\u6fc0\u3057\u3044\u4eca\u65e5\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u306b\u304a\u3044\u3066\u3001\u5b89\u5168\u306a\u6587\u66f8\u7ba1\u7406\u3078\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u793a\u3059\u3053\u3068\u306f\u3001\u4fe1\u983c\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u7bc9\u304f\u91cd\u8981\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Introduction: From Generic Advice to Hyper Personalized Wealth Management Client expectations have transformed dramatically since 2020. Investors who once accepted quarterly paper statements now expect their bank or wealth manager to deliver Netflix level personalization. They want recommendations that feel tailored to their exact situation, delivered through the channels they prefer, at the moment they need them most. Consider three different clients walking through your door: a 45 year old entrepreneur in Zurich planning to exit her startup within five years, a retiree in Geneva focused on wealth preservation and estate planning, and a Millennial tech employee in London eager to build a diversified portfolio with strong ESG [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49051,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35,95],"class_list":["post-49042","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Personalize Financial Advice Using CRM | InvestGlass<\/title>\n<meta name=\"description\" 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