{"id":49047,"date":"2026-02-09T09:00:00","date_gmt":"2026-02-09T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49047"},"modified":"2026-02-11T13:51:13","modified_gmt":"2026-02-11T12:51:13","slug":"%e3%83%95%e3%82%a1%e3%82%a4%e3%83%8a%e3%83%b3%e3%82%b7%e3%83%a3%e3%83%ab%e3%83%bb%e3%82%a2%e3%83%89%e3%83%90%e3%82%a4%e3%82%b6%e3%83%bc%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aekyc%e8%87%aa%e5%8b%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-automate-kyc-for-financial-advisors\/","title":{"rendered":"\u91d1\u878d\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306eKYC\u81ea\u52d5\u5316\u65b9\u6cd5"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u4eca\u65e5\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u9867\u5ba2\u3068\u306e\u5951\u7d04\u3092\u3088\u308a\u8fc5\u901f\u306b\u884c\u3044\u3001\u6cd5\u4ee4\u9075\u5b88\u3092\u5b8c\u74a7\u306b\u7dad\u6301\u3057\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3068\u3044\u3046\u30d7\u30ec\u30c3\u30b7\u30e3\u30fc\u306b\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u591a\u304f\u306e\u4f1a\u793e\u306f\u3001\u8cb4\u91cd\u306a\u6642\u9593\u3092\u4f55\u6642\u9593\u3082\u8cbb\u3084\u3057\u3001\u4e0d\u5fc5\u8981\u306a\u30ea\u30b9\u30af\u3092\u751f\u307f\u51fa\u3059\u624b\u4f5c\u696d\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u306f\u624b\u4f5c\u696d\u306b\u3088\u308bKYC\u30d7\u30ed\u30bb\u30b9\u304b\u3089\u8131\u5374\u3057\u3001\u52b9\u7387\u6027\u3068\u5b89\u5168\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\u81ea\u52d5\u5316\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u5c0e\u5165\u3092\u9032\u3081\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u826f\u3044\u30cb\u30e5\u30fc\u30b9\u306f\uff1f\u6700\u65b0\u306ekyc\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u6570\u9031\u9593\u304b\u304b\u308b\u30da\u30fc\u30d1\u30fc\u30ef\u30fc\u30af\u3092\u6570\u6642\u9593\u3067\u5b8c\u4e86\u3059\u308b\u5408\u7406\u5316\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u5909\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30ac\u30a4\u30c9\u3067\u306f\u3001\u898f\u5236\u5bfe\u8c61\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u52d9\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u5b9f\u8df5\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u4ea4\u3048\u306a\u304c\u3089\u3001\u9867\u554f\u4f1a\u793e\u306ekyc\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b\u65b9\u6cd5\u3092\u5177\u4f53\u7684\u306b\u8aac\u660e\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\u8981\u70b9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u30c7\u30fc\u30bf\u53d6\u5f97\u3001\u672c\u4eba\u78ba\u8a8d\u3001\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30921\u3064\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u30c7\u30b8\u30bf\u30eb\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u3092\u6570\u9031\u9593\u304b\u3089\u6570\u6642\u9593\u306b\u77ed\u7e2e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c8\u3055\u308c\u3066\u3044\u308bInvestGlass\u306e\u3088\u3046\u306a\u30aa\u30fc\u30eb\u30fb\u30a4\u30f3\u30fb\u30ef\u30f3\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u65ad\u7247\u7684\u306a\u30c4\u30fc\u30eb\u3092\u6392\u9664\u3057\u3001\u898f\u5236\u5f53\u5c40\u3092\u6e80\u8db3\u3055\u305b\u308b\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002<\/li>\n\n\n\n<li>Kyc\u306e\u81ea\u52d5\u5316\u306f\u4eba\u9593\u306e\u5224\u65ad\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3082\u306e\u3067\u306f\u306a\u3044\u304c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u3092\u53cd\u5fa9\u7684\u306a\u30c1\u30a7\u30c3\u30af\u304b\u3089\u89e3\u653e\u3057\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u30b1\u30fc\u30b9\u3084\u8907\u96d1\u306a\u69cb\u9020\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u8a2d\u5b9a\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001AI\u652f\u63f4\u306f\u3001\u81ea\u52d5kyc\u691c\u8a3c\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u969b\u306b\u4e0d\u53ef\u6b20\u306a\u57fa\u6e96\u3067\u3059\u3002<\/li>\n\n\n\n<li>CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001kyc\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5408\u7406\u5316\u3057\u3001\u6469\u64e6\u3092\u6e1b\u3089\u3057\u3001\u9867\u5ba2\u3068\u5f93\u696d\u54e1\u53cc\u65b9\u306e\u5168\u4f53\u7684\u306a\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u308b\u3053\u3068\u3067\u3001\u52b9\u7387\u6027\u3001\u6b63\u78ba\u6027\u3001\u9867\u5ba2\u4f53\u9a13\u306b\u5927\u304d\u306a\u30e1\u30ea\u30c3\u30c8\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-manual-kyc-still-holds-financial-advisors-back\">\u624b\u52d5\u306eKYC\u304c\u91d1\u878d\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u8db3\u3092\u5f15\u3063\u5f35\u308b\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u306e\u5178\u578b\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u3092\u601d\u3044\u6d6e\u304b\u3079\u3066\u307b\u3057\u3044\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30d1\u30b9\u30dd\u30fc\u30c8\u306e\u30b9\u30ad\u30e3\u30f3\u3092\u96fb\u5b50\u30e1\u30fc\u30eb\u3067\u8ffd\u3044\u304b\u3051\u3001\u9867\u5ba2\u306e\u8a73\u7d30\u3092PDF\u304b\u3089\u30a8\u30af\u30bb\u30eb\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u5165\u529b\u3057\u76f4\u3057\u3001\u540c\u3058\u60c5\u5831\u3092\u624b\u4f5c\u696d\u3067\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u30b3\u30d4\u30fc\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u53ce\u96c6\u306f\u6642\u9593\u304c\u304b\u304b\u308a\u3001\u30a8\u30e9\u30fc\u3082\u767a\u751f\u3057\u3084\u3059\u3044\u305f\u3081\u3001KYC\u30d7\u30ed\u30bb\u30b9\u306f\u975e\u52b9\u7387\u7684\u3060\u3002\u3053\u306e\u30b7\u30ca\u30ea\u30aa\u306f\u4e16\u754c\u4e2d\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u3067\u65e5\u5e38\u7684\u306b\u884c\u308f\u308c\u3066\u304a\u308a\u3001\u73fe\u5b9f\u7684\u306a\u554f\u984c\u3092\u5f15\u304d\u8d77\u3053\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-pain-points-of-paper-based-onboarding\">\u7d19\u30d9\u30fc\u30b9\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u554f\u984c\u70b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3084RIA\u306b\u3068\u3063\u3066\u3001\u624b\u4f5c\u696d\u306eKYC\u30d7\u30ed\u30bb\u30b9\u306f\u3042\u3089\u3086\u308b\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3067\u6469\u64e6\u3092\u751f\u3080\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u624b\u52d5\u30bf\u30b9\u30af<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u6d88\u8cbb\u6642\u9593<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u306e\u767a\u751f<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a6\u30a7\u30c3\u30c8\u30fb\u30b5\u30a4\u30f3\u7528\u9069\u6027\u30d5\u30a9\u30fc\u30e0\u306e\u5370\u5237<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba21\u4eba\u5f53\u305f\u308a\u306e\u52b4\u50cd\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u306e\u554f\u984c\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u7d1b\u5931<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>CRM\u3068\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u30fb\u30dd\u30fc\u30bf\u30eb\u306b\u307e\u305f\u304c\u308b\u30c7\u30fc\u30bf\u306e\u518d\u5165\u529b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a8\u30f3\u30c8\u30ea\u30fc\u3042\u305f\u308a30\u5206\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u60c5\u5831\u306e\u30d2\u30e5\u30fc\u30de\u30f3\u30a8\u30e9\u30fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u96fb\u5b50\u30e1\u30fc\u30eb\u6dfb\u4ed8\u306b\u3088\u308b\u66f8\u985e\u306e\u8ffd\u8de1\uff08\u672c\u4eba\u78ba\u8a8d\u306e\u305f\u3081\u306e\u904b\u8ee2\u514d\u8a31\u8a3c\u306e\u53ce\u96c6\u3068\u78ba\u8a8d\u306a\u3069\uff09<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u65e5\u304b\u3089\u6570\u9031\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u660e\u78ba\u306a\u76e3\u67fb\u8a3c\u8de1\u304c\u306a\u3044\u305f\u3081\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044ID\u6587\u66f8\u3092\u8aa4\u3063\u3066\u6271\u3046\u30ea\u30b9\u30af\u304c\u9ad8\u307e\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5171\u6709\u30d5\u30a9\u30eb\u30c0\u306b\u30d5\u30a1\u30a4\u30eb\u3092\u4fdd\u5b58\u3059\u308b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d99\u7d9a\u4e2d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30ae\u30e3\u30c3\u30d7\u3001\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u306e\u5931\u6557<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u6587\u66f8\u304c\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u53d7\u4fe1\u30c8\u30ec\u30a4\u3084\u5171\u6709\u30c9\u30e9\u30a4\u30d6\u306b\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u5834\u5408\u3001\u3044\u3064\u4f55\u3092\u30c1\u30a7\u30c3\u30af\u3057\u305f\u304b\u3092\u8a3c\u660e\u3059\u308b\u3053\u3068\u306f\u307b\u307c\u4e0d\u53ef\u80fd\u306b\u306a\u308b\u3002FINMA\u3084SEC\u5f62\u5f0f\u306e\u76e3\u67fb\u3067\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u6563\u5728\u3059\u308b\u30d5\u30a1\u30a4\u30eb\u304b\u3089\u691c\u8a3c\u5c65\u6b74\u3092\u518d\u69cb\u7bc9\u3057\u3088\u3046\u3068\u5954\u8d70\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u4ed5\u7d44\u307f\u306e\u6b20\u5982\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u898f\u5236\u9055\u53cd\u3084\u7f70\u5247\u306b\u3055\u3089\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-client-experience-problem\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u554f\u984c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3078\u306e\u5f71\u97ff\u3082\u540c\u69d8\u306b\u5927\u304d\u3044\u3002\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u3001\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u3001\u30c9\u30d0\u30a4\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u9867\u5ba2\u306f\u3001\u6469\u64e6\u306e\u306a\u3044\u30c7\u30b8\u30bf\u30eb\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u8907\u6570\u306e\u66f8\u985e\u3092\u8981\u6c42\u3055\u308c\u305f\u308a\u3001\u78ba\u8a8d\u306b\u4f55\u65e5\u3082\u5f85\u305f\u3055\u308c\u305f\u308a\u3001\u7269\u7406\u7684\u306a\u30d5\u30a9\u30fc\u30e0\u3092\u5370\u5237\u3057\u3066\u7f72\u540d\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u304b\u3063\u305f\u308a\u3059\u308b\u3068\u3001\u591a\u304f\u306e\u9867\u5ba2\u306f\u5358\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u653e\u68c4\u3057\u3066\u3057\u307e\u3046\u3002\u7af6\u4e89\u306e\u6fc0\u3057\u3044\u5e02\u5834\u3067\u306f\u3001\u624b\u9593\u306e\u304b\u304b\u308b\u78ba\u8a8d\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u53d6\u5f15\u958b\u59cb\u524d\u306b\u53d6\u5f15\u95a2\u4fc2\u3092\u5931\u3046\u3053\u3068\u306b\u306a\u308a\u304b\u306d\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-risk-from-inconsistent-checks\">\u4e00\u8cab\u6027\u306e\u306a\u3044\u30c1\u30a7\u30c3\u30af\u306b\u3088\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ea\u30b9\u30af<\/h3>\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\u306b\u3088\u3063\u3066\u9069\u7528\u3055\u308c\u308b\u57fa\u6e96\u306f\u7570\u306a\u308b\u3002\u3042\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u3066\u3044\u308b\u4eba\u7269\u3092\u5fb9\u5e95\u7684\u306b\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u304c\u3001\u5225\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u91cd\u8981\u306a\u30ea\u30b9\u30af\u8981\u56e0\u3092\u898b\u843d\u3068\u3059\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u8907\u96d1\u306a\u69cb\u9020\u3092\u6301\u3064\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u9867\u5ba2\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u3088\u3046\u306a\u4e00\u8cab\u6027\u306e\u306a\u3055\u306f\u3001\u6700\u7d42\u7684\u306b\u898f\u5236\u5f53\u5c40\u304c\u767a\u898b\u3059\u308b\u30ae\u30e3\u30c3\u30d7\u3092\u751f\u3080\u3002\u30de\u30cb\u30e5\u30a2\u30eb\u30fb\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u3001\u898f\u5236\u5f53\u5c40\u304c\u6c42\u3081\u308b\u6a19\u6e96\u5316\u3092\u5b9f\u73fe\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-automated-kyc-for-advisors-actually-looks-like\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306eKYC\u81ea\u52d5\u5316\u306e\u5b9f\u969b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5225\u306e\u30b7\u30ca\u30ea\u30aa\u3092\u60f3\u50cf\u3057\u3066\u307f\u3088\u3046\u3002\u898b\u8fbc\u307f\u5ba2\u304c\u5b89\u5168\u306a\u30ea\u30f3\u30af\u3092\u53d7\u3051\u53d6\u308a\u3001\u663c\u4f11\u307f\u306b\u30e2\u30d0\u30a4\u30eb\u30fb\u30c7\u30d0\u30a4\u30b9\u3067\u60c5\u5831\u3092\u5165\u529b\u3057\u3001\u305d\u306e\u65e5\u306e\u3046\u3061\u306b\u6295\u8cc7\u306e\u6e96\u5099\u304c\u6574\u3046\u3002\u5370\u5237\u3082\u30b9\u30ad\u30e3\u30f3\u3082\u3001\u4f55\u5ea6\u3082E\u30e1\u30fc\u30eb\u3092\u9001\u308b\u3053\u3068\u3082\u306a\u3044\u3002\u3053\u308c\u3053\u305d\u304c\u81ea\u52d5\u5316\u3055\u308c\u305fkyc\u304c\u5b9f\u73fe\u3059\u308b\u3053\u3068\u306a\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u52b9\u7387\u3092\u9ad8\u3081\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-fully-digital-journey\">\u5b8c\u5168\u30c7\u30b8\u30bf\u30eb\u306e\u65c5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u4ee3\u306e <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=\"5922\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30d5\u30ed\u30fc\u3067\u306f\u3001\u9867\u5ba2\u306f1\u56de\u306e\u30bb\u30c3\u30b7\u30e7\u30f3\u3067\u3059\u3079\u3066\u3092\u628a\u63e1\u3059\u308b\u30ec\u30b9\u30dd\u30f3\u30b7\u30d6\u306a\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8eab\u5206\u8a3c\u660e\u66f8\uff08\u30d1\u30b9\u30dd\u30fc\u30c8\u3001\u904b\u8ee2\u514d\u8a31\u8a3c\u3001\u56fd\u6c11ID\uff09<\/li>\n\n\n\n<li>\u4f4f\u6240\u78ba\u8a8d\u306e\u305f\u3081\u306e\u7d0d\u7a0e\u8005\u60c5\u5831\u304a\u3088\u3073\u516c\u5171\u6599\u91d1\u8acb\u6c42\u66f8<\/li>\n\n\n\n<li>\u6295\u8cc7\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u304a\u3088\u3073\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306b\u95a2\u3059\u308b\u30a2\u30f3\u30b1\u30fc\u30c8<\/li>\n\n\n\n<li>\u5bcc\u306e\u6e90\u6cc9\u3068\u8cc7\u91d1\u306e\u7533\u544a<\/li>\n\n\n\n<li>\u5fc5\u8981\u306a\u5951\u7d04\u66f8\u3078\u306e\u96fb\u5b50\u7f72\u540d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u821e\u53f0\u88cf\u3067\u306f\u3001\u81ea\u52d5\u5316\u30c4\u30fc\u30eb\u304c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30c1\u30a7\u30c3\u30af\u3092\u884c\u3044\u307e\u3059\u3002OCR\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u30d1\u30b9\u30dd\u30fc\u30c8\u30c7\u30fc\u30bf\u3092\u81ea\u52d5\u7684\u306b\u62bd\u51fa\u3057\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u3092\u6392\u9664\u3057\u307e\u3059\u3002\u81ea\u64ae\u308a\u5199\u771f\u306b\u3088\u308b\u672c\u4eba\u78ba\u8a8d\u3067\u306f\u3001\u9854\u8a8d\u8b58\u3068\u6d3b\u6027\u5ea6\u691c\u51fa\u3067\u9867\u5ba2\u306e\u8eab\u5143\u3092\u78ba\u8a8d\u3059\u308b\u3002\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u5236\u88c1\u30ea\u30b9\u30c8\u3001PEP\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3001\u6709\u5bb3\u30e1\u30c7\u30a3\u30a2\u30fb\u30bd\u30fc\u30b9\u3068\u540c\u6642\u306b\u5b9f\u884c\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-seamless-data-flow\">\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u691c\u8a3c\u30d7\u30ed\u30bb\u30b9\u306fCRM\u306b\u5165\u529b\u3055\u308c\u307e\u3059\u3001, <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=\"\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5920\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/a>, \u307e\u305f\u3001\u518d\u5165\u529b\u3059\u308b\u3053\u3068\u306a\u304f\u6587\u66f8\u4fdd\u7ba1\u5eab\u306b\u4fdd\u7ba1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u60c5\u5831\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u3001\u305d\u308c\u3092\u5fc5\u8981\u3068\u3059\u308b\u3059\u3079\u3066\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u76f4\u63a5\u6d41\u308c\u8fbc\u307f\u307e\u3059\u3002\u3053\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u4e8c\u5ea6\u3068\u9867\u5ba2\u60c5\u5831\u3092\u624b\u4f5c\u696d\u3067\u30b3\u30d4\u30fc\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u306b\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u304c\u4ed8\u4e0e\u3055\u308c\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u3059\u3079\u3066\u306e\u5be9\u67fb\u7d50\u679c\u3001\u3059\u3079\u3066\u306e\u627f\u8a8d\u304c\u8a18\u9332\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4e0d\u5909\u306e\u76e3\u67fb\u8a3c\u8de1\u304c\u4f5c\u6210\u3055\u308c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u8ca0\u62c5\u304b\u3089\u7af6\u4e89\u529b\u306b\u5909\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-automates-kyc-for-financial-advisory-firms\">InvestGlass\u304c\u91d1\u878d\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u4f1a\u793e\u306eKYC\u3092\u81ea\u52d5\u5316\u3059\u308b\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u898f\u5236\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5411\u3051\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3068\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u5927\u898f\u6a21\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u5fc5\u8981\u3068\u3059\u308b\u4e00\u822c\u7684\u306a\u30c4\u30fc\u30eb\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u76ee\u7684\u306b\u5fdc\u3058\u3066\u69cb\u7bc9\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068kyc\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u521d\u65e5\u304b\u3089\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-and-security\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30c7\u30fc\u30bf\u3092\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3057\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u53b3\u683c\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u898f\u5236\u3092\u512a\u5148\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u6b27\u5dde\u9023\u5408\uff08EU\uff09\u3001\u30b9\u30a4\u30b9\u3001\u305d\u306e\u4ed6\u306e\u5730\u57df\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30e2\u30c7\u30eb\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u304c\u671f\u5f85\u3059\u308b\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u63d0\u4f9b\u3057\u306a\u304c\u3089\u3001\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u8981\u4ef6\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-unified-digital-onboarding\">\u30e6\u30cb\u30d5\u30a1\u30a4\u30c9\u30fb\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb\u306f\u3001\u53e3\u5ea7\u958b\u8a2d\u3001KYC\u30d5\u30a9\u30fc\u30e0\u3001\u9069\u5408\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u96fb\u5b50\u7f72\u540d\u30921\u3064\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u7d71\u5408\u3057\u307e\u3059\u3002\u898b\u8fbc\u307f\u5ba2\u3092\u8907\u6570\u306e\u30dd\u30fc\u30bf\u30eb\u306b\u9001\u308b\u306e\u3067\u306f\u306a\u304f\u3001InvestGlass\u306f\u4e00\u3064\u306e\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u4f53\u9a13\u3092\u901a\u3057\u3066\u5168\u3066\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a2d\u5b9a\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u5404\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u6cd5\u57df\u3001\u5546\u54c1\u30bf\u30a4\u30d7\u306b\u9069\u7528\u3055\u308c\u308b\u6587\u66f8\u3084\u8cea\u554f\u3092\u6b63\u78ba\u306b\u5b9a\u7fa9\u3067\u304d\u308b\u3002\u30b9\u30a4\u30b9\u5c45\u4f4f\u8005\u304c\u4e00\u4efb\u30de\u30f3\u30c7\u30fc\u30c8\u3092\u958b\u8a2d\u3059\u308b\u5834\u5408\u3068\u3001\u7c73\u56fd\u5c45\u4f4f\u8005\u304c\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30fc\u30d3\u30b9\u3092\u6c42\u3081\u308b\u5834\u5408\u3068\u3067\u306f\u3001\u8981\u4ef6\u304c\u7570\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30eb\u30fc\u30eb\u306f\u30b3\u30fc\u30c7\u30a3\u30f3\u30b0\u306a\u3057\u3067\u66f4\u65b0\u3055\u308c\u308b\u305f\u3081\u3001\u30c1\u30fc\u30e0\u306f\u898f\u5236\u306e\u5909\u66f4\u306b\u5408\u308f\u305b\u3066\u6a5f\u654f\u306b\u5bfe\u5fdc\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-management-integration\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306e\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fkyc\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306b\u76f4\u63a5\u63a5\u7d9a\u3057\u3001\u9069\u5408\u6027\u30eb\u30fc\u30eb\u3068\u6295\u8cc7\u5236\u9650\u304c\u81ea\u52d5\u7684\u306b\u5b9f\u65bd\u3055\u308c\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u5909\u66f4\u3055\u308c\u305f\u308a\u3001\u65b0\u305f\u306akyc\u8981\u4ef6\u304c\u51fa\u73fe\u3059\u308b\u3068\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u95a2\u9023\u3059\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u898b\u76f4\u3059\u3088\u3046\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u307e\u3059\u3002\u3053\u306e\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306b\u3088\u308a\u3001\u9867\u5ba2\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u53cc\u65b9\u3092\u4e0d\u9069\u5207\u306a\u53d6\u5f15\u304b\u3089\u5b88\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-driven-efficiency\">AI\u306b\u3088\u308b\u52b9\u7387\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e5%8c%96%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u4eba\u5de5\u77e5\u80fd\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5921\">\u4eba\u5de5\u77e5\u80fd<\/a> \u306eInvestGlass\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3055\u308c\u305f\u66f8\u985e\u304b\u3089\u30c7\u30fc\u30bf\u3092\u4e8b\u524d\u306b\u5165\u529b\u3057\u3001\u63d0\u51fa\u524d\u306b\u4e0d\u8db3\u9805\u76ee\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u3001\u9ad8\u30ea\u30b9\u30af\u307e\u305f\u306f\u9ad8\u984d\u306e\u30b1\u30fc\u30b9\u3092\u512a\u5148\u3057\u3066\u3059\u3050\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u6a5f\u68b0\u5b66\u7fd2\u6a5f\u80fd\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u30d1\u30bf\u30fc\u30f3\u3092\u691c\u51fa\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u304c\u554f\u984c\u306b\u306a\u308b\u524d\u306b\u6f5c\u5728\u7684\u306a\u30ea\u30b9\u30af\u3092\u7279\u5b9a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-concrete-kyc-tasks-you-can-automate-with-investglass\">InvestGlass\u3067\u81ea\u52d5\u5316\u3067\u304d\u308b\u5177\u4f53\u7684\u306aKYC\u30bf\u30b9\u30af<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6642\u9593\u3092\u6d88\u8cbb\u3059\u308b\u7279\u5b9a\u306e\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>KYC\u30bf\u30b9\u30af<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>InvestGlass\u306e\u81ea\u52d5\u5316<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>ID\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u30fb\u30ad\u30e3\u30d7\u30c1\u30e3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>OCR\u62bd\u51fa\u306b\u3088\u308b\u5b89\u5168\u306a\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u306e\u8eab\u5143\u78ba\u8a8d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6709\u52b9\u6027\u30c1\u30a7\u30c3\u30af\u306b\u3088\u308b\u96fb\u5b50\u672c\u4eba\u78ba\u8a8d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5236\u88c1\u63aa\u7f6e\u3068PEP\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3068\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30fb\u30c1\u30a7\u30c3\u30af<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6709\u5bb3\u30e1\u30c7\u30a3\u30a2\u306e\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8a2d\u5b9a\u53ef\u80fd\u306a\u30a2\u30e9\u30fc\u30c8\u306b\u3088\u308b\u81ea\u52d5\u30b9\u30ad\u30e3\u30f3<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5730\u7406\u3001\u8077\u696d\u3001\u5bcc\u306e\u51fa\u6240\u304b\u3089\u30eb\u30fc\u30eb\u306b\u57fa\u3065\u304f\u8a08\u7b97<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u53d7\u76ca\u8005\u30de\u30c3\u30d4\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>UBO\u69cb\u9020\u306e\u81ea\u52d5\u4f5c\u6210<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u306e\u30ea\u30de\u30a4\u30f3\u30c0\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f4f\u6240\u5909\u66f4\u3001\u95be\u5024\u9055\u53cd\u3001\u30ec\u30d3\u30e5\u30fc\u30b5\u30a4\u30af\u30eb\u306e\u305f\u3081\u306e\u30c8\u30ea\u30ac\u30fc\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b89\u5168\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u914d\u4fe1\u3055\u308c\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ea\u30f3\u30af\u3068\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u56fa\u6709\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u306b\u3088\u308a\u3001\u66f8\u985e\u53ce\u96c6\u304c\u81ea\u52d5\u5316\u3055\u308c\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3082\u306e\u3092\u6b63\u78ba\u306b\u78ba\u8a8d\u3057\u3001\u76f4\u63a5\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u3001\u9032\u6357\u72b6\u6cc1\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u304c\u5b9a\u7fa9\u3057\u305f\u57fa\u6e96\u306b\u57fa\u3065\u3044\u3066\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u8a08\u7b97\u3057\u307e\u3059\u3002\u5730\u7406\u7684\u306a\u30ea\u30b9\u30af\u8981\u56e0\u3001\u5546\u54c1\u306e\u8907\u96d1\u3055\u3001\u8077\u696d\u30ab\u30c6\u30b4\u30ea\u30fc\u3001\u5bcc\u306e\u51fa\u6240\u306a\u3069\u3001\u3059\u3079\u3066\u304c\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u306b\u8ca2\u732e\u3057\u3001\u3069\u306e\u30b1\u30fc\u30b9\u306b\u4eba\u7684\u4ecb\u5165\u304c\u5fc5\u8981\u304b\u3092\u6c7a\u5b9a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-by-step-automating-your-kyc-workflow\">\u30b9\u30c6\u30c3\u30d7\u30fb\u30d0\u30a4\u30fb\u30b9\u30c6\u30c3\u30d7KYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u30012025\u5e74\u306b\u5411\u3051\u3066\u3001\u7d19\u30d9\u30fc\u30b9\u306ekyc\u304b\u3089\u30c7\u30b8\u30bf\u30eb\u30d7\u30ed\u30bb\u30b9\u3078\u306e\u79fb\u884c\u306b\u306f\u3001\u69cb\u9020\u5316\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u3053\u306e\u5b9f\u8df5\u7684\u306a\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30d5\u30a1\u30fc\u30e0\u304c\u30d7\u30ed\u30bb\u30b9\u306e\u81ea\u52d5\u5316\u3092\u4f53\u7cfb\u7684\u306b\u5c0e\u5165\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-one-map-your-current-onboarding\">\u30b9\u30c6\u30c3\u30d71\uff1a\u73fe\u5728\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u898b\u8fbc\u307f\u5ba2\u304b\u3089\u306e\u6700\u521d\u306e\u96fb\u8a71\u304b\u3089\u53e3\u5ea7\u958b\u8a2d\u307e\u3067\u306e\u3059\u3079\u3066\u306e\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3092\u6587\u66f8\u5316\u3059\u308b\u3002\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3001\u652f\u6255\u4ee3\u7406\u5e97\u3001\u3042\u3089\u3086\u308b\u7b2c\u4e09\u8005\u3068\u306e\u3084\u308a\u53d6\u308a\u3082\u542b\u3081\u308b\u3002\u3069\u3053\u3067\u30c7\u30fc\u30bf\u304c\u5165\u529b\u3055\u308c\u3001\u8ab0\u304c\u4f55\u3092\u30ec\u30d3\u30e5\u30fc\u3057\u3001\u3069\u3053\u3067\u901a\u5e38\u9045\u5ef6\u304c\u767a\u751f\u3059\u308b\u304b\u3092\u7279\u5b9a\u3059\u308b\u3002\u3053\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u306b\u3088\u3063\u3066\u3001\u81ea\u52d5\u5316\u304c\u6392\u9664\u3067\u304d\u308b\u624b\u4f5c\u696d\u306e\u30d7\u30ed\u30bb\u30b9\u304c\u660e\u3089\u304b\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-two-define-kyc-rules-per-client-type\">\u30b9\u30c6\u30c3\u30d72\uff1a\u9867\u5ba2\u30bf\u30a4\u30d7\u3054\u3068\u306bKYC\u30eb\u30fc\u30eb\u3092\u5b9a\u7fa9\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u3068\u5354\u529b\u3057\u3066\u3001\u9867\u5ba2\u533a\u5206\u3054\u3068\u306b\u6587\u66f8\u30ea\u30b9\u30c8\u3068\u8cea\u554f\u3092\u6307\u5b9a\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b9\u30a4\u30b9\u306eHNWI<\/li>\n\n\n\n<li>AML\u898f\u5236\u4e0b\u306eEU\u5c45\u4f4f\u8005<\/li>\n\n\n\n<li>FATCA\u8981\u4ef6\u306b\u8a72\u5f53\u3059\u308b\u7c73\u56fd\u4eba<\/li>\n\n\n\n<li>\u5b9f\u8cea\u7684\u6240\u6709\u8005\u3092\u6301\u3064\u4f01\u696d\u69cb\u9020<\/li>\n\n\n\n<li>\u4fe1\u8a17\u3068\u8ca1\u56e3<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30eb\u30fc\u30eb\u30bb\u30c3\u30c8\u306f\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u57fa\u76e4\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-three-configure-your-digital-journey\">\u30b9\u30c6\u30c3\u30d73\u30c7\u30b8\u30bf\u30eb\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u8a2d\u5b9a\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6761\u4ef6\u4ed8\u304d\u8cea\u554f\u3001\u5206\u5c90\u30ed\u30b8\u30c3\u30af\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u305f\u3081\u306e\u591a\u8a00\u8a9e\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u7528\u3057\u3066\u3001InvestGlass\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u69cb\u7bc9\u3057\u307e\u3057\u3087\u3046\u3002\u76f4\u611f\u7684\u3067\u52b9\u7387\u7684\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306b\u3001\u9867\u5ba2\u306e\u8996\u70b9\u304b\u3089\u30d5\u30ed\u30fc\u3092\u30c6\u30b9\u30c8\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u753b\u9762\u306f\u30b7\u30f3\u30d7\u30eb\u3067\u30e2\u30d0\u30a4\u30eb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u3082\u306e\u306b\u3057\u3001\u9032\u884c\u72b6\u6cc1\u30a4\u30f3\u30b8\u30b1\u30fc\u30bf\u3084\u4e00\u6642\u505c\u6b62\u30fb\u518d\u958b\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u4f7f\u7528\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-four-connect-external-data-providers\">\u30b9\u30c6\u30c3\u30d74\uff1a\u5916\u90e8\u30c7\u30fc\u30bf\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u63a5\u7d9a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u9867\u5ba2\u30de\u30b9\u30bf\u30fc\u8a18\u9332\u3068\u76e3\u67fb\u8a3c\u8de1\u3092\u4fdd\u6301\u3057\u306a\u304c\u3089\u3001\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3068\u96fb\u5b50\u8eab\u5143\u78ba\u8a8d\u30b5\u30fc\u30d3\u30b9\u3092\u7d71\u5408\u3057\u307e\u3059\u3002\u3053\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u30fc\u306b\u3088\u308a\u3001\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u6587\u66f8\u4f5c\u6210\u306e\u305f\u3081\u306e\u5358\u4e00\u306e\u771f\u5b9f\u306e\u30bd\u30fc\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u5c02\u9580\u7684\u306a\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u304b\u3089\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-five-test-refine-and-roll-out\">\u30b9\u30c6\u30c3\u30d75\u30c6\u30b9\u30c8\u3001\u6539\u826f\u3001\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30d1\u30a4\u30ed\u30c3\u30c8\u30b0\u30eb\u30fc\u30d7\u304b\u3089\u59cb\u3081\u3001\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3057\u3001\u4f1a\u793e\u5168\u4f53\u306b\u5c55\u958b\u3059\u308b\u524d\u306b\u30c7\u30a3\u30ea\u30b8\u30a7\u30f3\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u6539\u826f\u3059\u308b\u3002\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5b9f\u6f14\u3057\u3001\u8cea\u554f\u306b\u7b54\u3048\u308b\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30bb\u30c3\u30b7\u30e7\u30f3\u3092\u8a08\u753b\u3059\u308b\u3002\u65e9\u671f\u5c0e\u5165\u3092\u6ce8\u610f\u6df1\u304f\u30e2\u30cb\u30bf\u30fc\u3057\u3001\u7fd2\u6163\u5316\u3059\u308b\u524d\u306b\u554f\u984c\u3092\u767a\u898b\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrating-kyc-automation-with-your-existing-tech-stack\">KYC\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068\u65e2\u5b58\u306e\u6280\u8853\u30b9\u30bf\u30c3\u30af\u306e\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3059\u3067\u306b\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30eb\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3001\u4f1a\u8a08\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u3002\u52b9\u679c\u7684\u306akyc\u306e\u81ea\u52d5\u5316\u306f\u3001\u5225\u306e\u30c7\u30fc\u30bf\u30b5\u30a4\u30ed\u3092\u4f5c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u3053\u308c\u3089\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u63a5\u7d9a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u691c\u8a3c\u6e08\u307f\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u57f7\u884c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u30d7\u30c3\u30b7\u30e5\u3059\u308bAPI\u3092\u63d0\u4f9b\u3057\u3001\u5404\u6a5f\u95a2\u3067\u306e\u91cd\u8907\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u56de\u907f\u3057\u307e\u3059\u3002\u6a19\u6e96\u7684\u306a\u7d71\u5408\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Microsoft 365\u304a\u3088\u3073\u96fb\u5b50\u30e1\u30fc\u30eb\u30b7\u30b9\u30c6\u30e0\u3068\u9023\u7d61\u5148\u30c7\u30fc\u30bf\u3092\u540c\u671f<\/li>\n\n\n\n<li>\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u30d5\u30a3\u30fc\u30c9\u3078\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u6307\u793a\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30c8<\/li>\n\n\n\n<li>\u6587\u66f8\u4fdd\u7ba1\u5ba4\u3084\u30a2\u30fc\u30ab\u30a4\u30d6\u30fb\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30ea\u30f3\u30af<\/li>\n\n\n\n<li>\u53d6\u5f15\u76e3\u8996\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306e\u63a5\u7d9a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3001kyc\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u6301\u3064\u3001, <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=\"5923\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u81ea\u52d5\u5316\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u5358\u4e00\u306e\u30b9\u30a4\u30b9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u8907\u6570\u306e\u30d9\u30f3\u30c0\u30fc\u3092\u3064\u306a\u304e\u5408\u308f\u305b\u308b\u3088\u308a\u3082\u8907\u96d1\u3055\u304c\u8efd\u6e1b\u3055\u308c\u308b\u3002\u5404\u7d71\u5408\u30dd\u30a4\u30f3\u30c8\u306f\u6f5c\u5728\u7684\u306a\u969c\u5bb3\u30dd\u30a4\u30f3\u30c8\u3067\u3042\u308b\u305f\u3081\u3001\u7d71\u5408\u306f\u696d\u52d9\u52b9\u7387\u3068\u30b3\u30b9\u30c8\u524a\u6e1b\u306e\u4e21\u65b9\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-compliance-data-sovereignty-and-audit-readiness\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u76e3\u67fb\u5bfe\u5fdc<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e8\u30fc\u30ed\u30c3\u30d1\u3001\u4e2d\u6771\u3001\u30a2\u30b8\u30a2\u306e\u898f\u5236\u5f53\u5c40\u306f\u3001\u30c8\u30ec\u30fc\u30b5\u30d6\u30eb\u3067\u4e00\u8cab\u6027\u306e\u3042\u308bKyc\u30d7\u30ed\u30bb\u30b9\u3092\u307e\u3059\u307e\u3059\u6c42\u3081\u3066\u3044\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u69cb\u9020\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3001\u660e\u78ba\u306a\u610f\u601d\u6c7a\u5b9a\u30c8\u30ec\u30a4\u30eb\u3001\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u306a\u6587\u66f8\u306a\u3069\u3001\u898f\u5236\u57fa\u6e96\u304c\u6c42\u3081\u308b\u3082\u306e\u3092\u6b63\u78ba\u306b\u63d0\u4f9b\u3057\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\u30b7\u30b9\u30c6\u30e0\u306f\u307e\u305f\u3001\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u7fa9\u52d9\u3092\u6e80\u305f\u3057\u3001\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u6d3b\u52d5\u3092\u691c\u51fa\u3059\u308b\u305f\u3081\u306b\u3082\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u53b3\u683c\u306a\u898f\u5236\u8981\u4ef6\u3092\u9075\u5b88\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\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\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u901a\u3058\u3066\u91d1\u878d\u72af\u7f6a\u306e\u30ea\u30b9\u30af\u3092\u3088\u308a\u8efd\u6e1b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u8a50\u6b3a\u3084\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u306a\u3069\u306e\u554f\u984c\u304c\u91d1\u878d\u6a5f\u95a2\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u524d\u306b\u691c\u51fa\u30fb\u9632\u6b62\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-swiss-data-sovereignty-means-in-practice\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u304c\u5b9f\u969b\u306b\u610f\u5473\u3059\u308b\u3082\u306e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u306f\u3001\u30b9\u30a4\u30b9\u6cd5\u306e\u4e0b\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u3001\u9069\u5207\u306a\u6cd5\u7684\u624b\u7d9a\u304d\u306a\u3057\u306b\u5916\u56fd\u653f\u5e9c\u304c\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u3092\u9632\u3050\u7ba1\u8f44\u6a29\u3092\u6301\u3064\u3002\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u91cd\u8996\u3059\u308b\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u975e\u5e38\u306b\u91cd\u8981\u306a\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u4e21\u65b9\u306e\u5c55\u958b\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u7ba1\u7406\u304c\u8981\u6c42\u3055\u308c\u308b\u4f01\u696d\u306f\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3068AI\u6a5f\u80fd\u306e\u6069\u6075\u3092\u53d7\u3051\u306a\u304c\u3089\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5b8c\u5168\u306b\u81ea\u793e\u306e\u30a4\u30f3\u30d5\u30e9\u5185\u3067\u904b\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-audit-ready-documentation\">\u76e3\u67fb\u5bfe\u5fdc\u6587\u66f8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u3055\u308c\u305fkyc\u306f\u3001\u3059\u3079\u3066\u306e\u6c7a\u5b9a\u3001\u30e1\u30e2\u3001\u627f\u8a8d\u306e\u69cb\u9020\u5316\u3055\u308c\u305f\u691c\u7d22\u53ef\u80fd\u306a\u8a18\u9332\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002\u76e3\u67fb\u4eba\u304c\u6765\u305f\u3068\u304d\u306b\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u304b\u3089\u5c65\u6b74\u3092\u518d\u69cb\u7bc9\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u4ed8\u304d\u306e\u691c\u8a3c\u30b9\u30c6\u30c3\u30d7\u3092\u793a\u3059\u3053\u3068\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5b9f\u8a3c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u76e3\u67fb\u8a3c\u8de1\u306f\u4ee5\u4e0b\u3092\u30ab\u30d0\u30fc\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u66f8\u985e\u306e\u63d0\u51fa\u65e5\u3068\u30d0\u30fc\u30b8\u30e7\u30f3<\/li>\n\n\n\n<li>\u30de\u30c3\u30c1\u30f3\u30b0\uff0f\u30de\u30c3\u30c1\u30f3\u30b0\u306a\u3057\u306e\u5224\u5b9a\u3092\u4f34\u3046\u5be9\u67fb\u7d50\u679c<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u306e\u8a08\u7b97\u3068\u4f7f\u7528\u3055\u308c\u308b\u30c7\u30fc\u30bf\u30fb\u30dd\u30a4\u30f3\u30c8<\/li>\n\n\n\n<li>\u30ec\u30d3\u30e5\u30a2\u30fc\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306b\u3088\u308b\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li>\n\n\n\n<li>\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306b\u3088\u308b\u8b66\u544a\u3068\u89e3\u6c7a<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regional-regulatory-support\">\u5730\u57df\u898f\u5236\u30b5\u30dd\u30fc\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fEU\u306eAML\u6307\u4ee4\u3001\u30b9\u30a4\u30b9\u306eAMLA\u8981\u4ef6\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9069\u5408\u6027\u57fa\u6e96\u3092\u542b\u3080\u5730\u57df\u7279\u6709\u306e\u30eb\u30fc\u30eb\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u8a2d\u5b9a\u53ef\u80fd\u306a\u30eb\u30fc\u30eb\u30fb\u30a8\u30f3\u30b8\u30f3\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5c02\u9580\u5bb6\u306f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3092\u5f85\u3064\u3053\u3068\u306a\u304f\u3001\u898f\u5236\u306e\u5909\u66f4\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u6697\u53f7\u5316\u3001\u5b89\u5168\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u6587\u66f8\u5171\u6709\u306b\u5185\u5728\u3059\u308b\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-balancing-automation-with-human-oversight\">\u81ea\u52d5\u5316\u3068\u4eba\u9593\u306e\u76e3\u8996\u306e\u30d0\u30e9\u30f3\u30b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u3082\u5148\u9032\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u4f1a\u793e\u3067\u3055\u3048\u3001\u9ad8\u30ea\u30b9\u30af\u306e\u9867\u5ba2\u3001\u8907\u96d1\u306a\u69cb\u9020\u3001\u5fae\u5999\u306a\u5bcc\u306e\u8d77\u6e90\u306e\u5206\u6790\u306b\u3064\u3044\u3066\u306f\u3001\u4eba\u9593\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3002\u81ea\u52d5\u5316\u3055\u308c\u305fkyc\u306f\u3001\u65e5\u5e38\u7684\u306a\u30c1\u30a7\u30c3\u30af\u3092\u6a19\u6e96\u5316\u3059\u308b\u4e00\u65b9\u3067\u3001\u5c02\u9580\u7684\u306a\u5224\u65ad\u304c\u5fc5\u8981\u306a\u30b1\u30fc\u30b9\u306b\u306f\u305d\u308c\u3092\u7dad\u6301\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u901a\u3058\u3066\u3053\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u5b9a\u7fa9\u3055\u308c\u305f\u30ea\u30b9\u30af\u3057\u304d\u3044\u5024\u3092\u8d85\u3048\u308b\u30b1\u30fc\u30b9\u306f\u81ea\u52d5\u7684\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306b\u9001\u3089\u308c\u3001\u624b\u52d5\u3067\u30b5\u30a4\u30f3\u30aa\u30d5\u3055\u308c\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u30e1\u30e2\u3092\u8ffd\u52a0\u3057\u305f\u308a\u3001\u5916\u90e8\u8abf\u67fb\u3092\u6dfb\u4ed8\u3057\u305f\u308a\u3001\u610f\u601d\u6c7a\u5b9a\u306e\u6839\u62e0\u3092\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u76f4\u63a5\u8a18\u9332\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u8a18\u9332\u306f\u6052\u4e45\u7684\u306a\u30d5\u30a1\u30a4\u30eb\u306e\u4e00\u90e8\u3068\u306a\u308a\u3001\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3068\u5c06\u6765\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u4e21\u65b9\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d6\u5f15\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306fkyc\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u7d71\u5408\u3055\u308c\u3066\u3044\u308b\u305f\u3081\u3001\u4e0d\u5be9\u306a\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u306f\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u4e00\u5f0f\u3092\u53c2\u7167\u3059\u308b\u30a2\u30e9\u30fc\u30c8\u306e\u30c8\u30ea\u30ac\u30fc\u3068\u306a\u308b\u3002\u6700\u521d\u306e\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3068\u7d99\u7d9a\u7684\u306a\u30b5\u30fc\u30d9\u30a4\u30e9\u30f3\u30b9\u306e\u9593\u306e\u3053\u306e\u63a5\u7d9a\u306f\u3001\u5404\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u5b8c\u5168\u306a\u753b\u50cf\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-financial-advisors-implementing-kyc-automation\">KYC\u81ea\u52d5\u5316\u3092\u5c0e\u5165\u3059\u308b\u91d1\u878d\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4ee5\u4e0a\u306e\u3082\u306e\u304c\u5fc5\u8981\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30c1\u30fc\u30e0\u3084\u5c0f\u898f\u6a21\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u304c\u3088\u304f\u3042\u308b\u5931\u6557\u3092\u907f\u3051\u3001\u8fc5\u901f\u306b\u4fa1\u5024\u3092\u5b9f\u73fe\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-implementation-checklist\">\u5b9f\u65bd\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u660e\u78ba\u306a\u76ee\u6a19\u3092\u8a2d\u5b9a\u3059\u308b<\/strong>:\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u309248\u6642\u9593\u4ee5\u5185\u306b\u77ed\u7e2e\u3059\u308b\u3001\u5168\u652f\u5e97\u3067kyc\u3092\u6a19\u6e96\u5316\u3059\u308b\u306a\u3069\u30011\u3064\u304b2\u3064\u306e\u6e2c\u5b9a\u53ef\u80fd\u306a\u76ee\u6a19\u304b\u3089\u59cb\u3081\u308b\u3002<\/li>\n\n\n\n<li><strong>\u3059\u3079\u3066\u306e\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3092\u5dfb\u304d\u8fbc\u3080<\/strong>:\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u6700\u521d\u304b\u3089\u7d71\u5408\u3057\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u306b\u73fe\u5b9f\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u898f\u5236\u4e0a\u306e\u5236\u7d04\u3092\u53cd\u6620\u3055\u305b\u308b\u3002<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u7b2c\u4e00\u306e\u30c7\u30b6\u30a4\u30f3<\/strong>:\u9867\u5ba2\u5411\u3051\u753b\u9762\u3092\u30b7\u30f3\u30d7\u30eb\u304b\u3064\u30e2\u30d0\u30a4\u30eb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306b\u4fdd\u3061\u3001\u9032\u6357\u72b6\u6cc1\u3092\u793a\u3059\u30a4\u30f3\u30b8\u30b1\u30fc\u30bf\u30fc\u3084\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u4e00\u6642\u505c\u6b62\u30fb\u518d\u958b\u3059\u308b\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u7528\u610f\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u7d99\u7d9a\u7684\u306b\u6e2c\u5b9a\u3059\u308b<\/strong>:\u672c\u756a\u7a3c\u52d5\u5f8c\u306e\u5b8c\u4e86\u7387\u3001\u521d\u56de\u6295\u8cc7\u307e\u3067\u306e\u6642\u9593\u3001Kyc\u4fee\u5fa9\u30bf\u30b9\u30af\u6570\u3092\u8ffd\u8de1\u3059\u308b<\/li>\n\n\n\n<li><strong>\u898b\u76f4\u3057\u3068\u66f4\u65b0<\/strong>:\u81ea\u52d5\u5316\u3055\u308c\u305fKyc\u30d5\u30ed\u30fc\u304c\u65b0\u3057\u3044\u898f\u5236\u3084\u4f1a\u793e\u306e\u30dd\u30ea\u30b7\u30fc\u306b\u6cbf\u3063\u305f\u3082\u306e\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u3001\u30eb\u30fc\u30eb\u30bb\u30c3\u30c8\u3084\u30a2\u30f3\u30b1\u30fc\u30c8\u3092\u5b9a\u671f\u7684\u306b\u8abf\u67fb\u3059\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-common-pitfalls-to-avoid\">\u907f\u3051\u308b\u3079\u304d\u4e00\u822c\u7684\u306a\u843d\u3068\u3057\u7a74<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7d19\u3092\u898b\u76f4\u3059\u3053\u3068\u306a\u304f\u30c7\u30b8\u30bf\u30eb\u5316\u3059\u308b<\/strong>:\u65e2\u5b58\u306e\u30d5\u30a9\u30fc\u30e0\u3092\u753b\u9762\u306b\u8868\u793a\u3059\u308b\u3060\u3051\u3067\u306f\u3001\u8cea\u554f\u3092\u52b9\u7387\u5316\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u52b4\u529b\u3092\u8efd\u6e1b\u3059\u308b\u6a5f\u4f1a\u3092\u9003\u3057\u3066\u3057\u307e\u3044\u307e\u3059\u3002\u6700\u521d\u304b\u3089\u30c7\u30b8\u30bf\u30eb\u5411\u3051\u306b\u518d\u8a2d\u8a08\u3057\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5207\u65ad\u3055\u308c\u305f\u70b9\u89e3\u306e\u9078\u629e<\/strong>:\u672c\u4eba\u78ba\u8a8d\u3001\u5be9\u67fb\u3001\u30b1\u30fc\u30b9\u7ba1\u7406\u306b\u5225\u3005\u306e\u30c4\u30fc\u30eb\u3092\u9078\u629e\u3059\u308b\u3068\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30b3\u30d4\u30fc\u30fb\u30da\u30fc\u30b9\u30c8\u4f5c\u696d\u3092\u7d9a\u3051\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u65ad\u7247\u5316\u306f\u81ea\u52d5\u5316\u306e\u76ee\u7684\u3092\u9054\u6210\u3067\u304d\u305a\u3001\u30a8\u30e9\u30fc\u3092\u90e8\u5206\u7684\u306b\u3057\u304b\u6700\u5c0f\u5316\u3067\u304d\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30fc\u30d0\u30fc\u30e9\u30a4\u30c9\u306a\u3057\u306e\u904e\u5270\u81ea\u52d5\u5316<\/strong>:\u660e\u78ba\u306a\u4f8b\u5916\u51e6\u7406\u306e\u306a\u3044\u5b8c\u5168\u81ea\u52d5\u5316\u3055\u308c\u305f\u610f\u601d\u6c7a\u5b9a\u306f\u3001\u9867\u5ba2\u3068\u30b7\u30cb\u30a2\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u4e21\u65b9\u3092\u3044\u3089\u3060\u305f\u305b\u308b\u3002\u4eba\u9593\u306e\u5224\u65ad\u304c\u5fc5\u8981\u306a\u30b1\u30fc\u30b9\u306b\u306f\u3001\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30d1\u30b9\u3092\u7d44\u307f\u8fbc\u3080\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u6b8b\u91cf\u3092\u7121\u8996\u3059\u308b<\/strong>:\u30af\u30e9\u30a6\u30c9\u30fb\u30d9\u30f3\u30c0\u30fc\u3092\u9078\u5b9a\u3059\u308b\u969b\u306b\u306f\u3001\u81ea\u793e\u306e\u9867\u5ba2\u30d9\u30fc\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3002\u30b9\u30a4\u30b9\u3084EU\u306e\u9867\u5ba2\u306f\u3001\u3053\u306e\u4fdd\u8a3c\u3092\u307e\u3059\u307e\u3059\u6c42\u3081\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\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-50.png\" alt=\"\u91d1\u878d\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306eKYC\u81ea\u52d5\u5316\u65b9\u6cd5\" class=\"wp-image-49056\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-50.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-50-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-50-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-business-case-for-unified-kyc-automation-in-wealth-management\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u7d71\u5408KYC\u81ea\u52d5\u5316\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30b1\u30fc\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Kyc\u306e\u81ea\u52d5\u5316\u306f\u3001\u53ce\u76ca\u6210\u9577\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u751f\u7523\u6027\u306b\u76f4\u7d50\u3059\u308b\u3002\u30d3\u30b8\u30cd\u30b9\u30fb\u30b1\u30fc\u30b9\u306f\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u306b\u3068\u3069\u307e\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-capturing-clients-at-the-moment-of-intent\">\u9867\u5ba2\u306e\u610f\u601d\u6c7a\u5b9a\u306e\u77ac\u9593\u3092\u6349\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3088\u308a\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u30e2\u30c1\u30d9\u30fc\u30b7\u30e7\u30f3\u304c\u30d4\u30fc\u30af\u306b\u9054\u3057\u305f\u6642\u306b\u898b\u8fbc\u307f\u5ba2\u3092\u7372\u5f97\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002\u5e02\u5834\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3084\u5927\u304d\u306a\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u6642\u306b\u306f\u3001\u9867\u5ba2\u306f\u8fc5\u901f\u306a\u884c\u52d5\u3092\u671b\u3080\u3002\u540c\u3058\u65e5\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u884c\u3046\u4f1a\u793e\u306f\u30011\u9031\u9593\u3082\u304b\u304b\u308b\u30d7\u30ed\u30bb\u30b9\u3092\u6301\u3064\u7af6\u5408\u4ed6\u793e\u304c\u5931\u3046\u95a2\u4fc2\u3092\u52dd\u3061\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enabling-smarter-marketing\">\u3088\u308a\u30b9\u30de\u30fc\u30c8\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u5b9f\u73fe<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u4e00\u3055\u308c\u305fkyc\u3068CRM\u30c7\u30fc\u30bf\u306f\u6b63\u78ba\u306a\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002InvestGlass\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306f\u3001\u6295\u8cc7\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3001\u7ba1\u8f44\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30b5\u30a4\u30ba\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u671f\u9593\u306b\u57fa\u3065\u3044\u3066\u9867\u5ba2\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u95a2\u9023\u30c7\u30fc\u30bf\u306f\u3001\u4e00\u822c\u7684\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3088\u308a\u3082\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u9ad8\u3044\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-quantifying-the-savings\">\u8caf\u84c4\u306e\u5b9a\u91cf\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u5c0e\u5165\u3057\u3066\u3044\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30d5\u30a1\u30fc\u30e0\u306f\u3001\u901a\u5e38\u3001\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3092\u76ee\u306e\u5f53\u305f\u308a\u306b\u3057\u3066\u3044\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>\u30e1\u30fc\u30c8\u30eb<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u6539\u5584<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>70\uff5e90\uff05\u306e\u524a\u6e1b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u5165\u529b\u30df\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6d88\u53bb\u306b\u8fd1\u3044<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5be9\u67fb\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30eb\u30fc\u30c1\u30f3\u30b1\u30fc\u30b9\u306e50\uff05\u524a\u6e1b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4fee\u5fa9\u8cbb\u7528<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u507d\u967d\u6027\u306e\u6e1b\u5c11\u306b\u3088\u308b\u5927\u5e45\u306a\u6e1b\u5c11<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u306e\u653e\u68c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u8d70\u7387\u306e\u8457\u3057\u3044\u6539\u5584<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-long-term-infrastructure\">\u9577\u671f\u30a4\u30f3\u30d5\u30e9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u4eba\u54e1\u3092\u6bd4\u4f8b\u7684\u306b\u62e1\u5927\u3059\u308b\u3053\u3068\u306a\u304f\u898f\u6a21\u3092\u62e1\u5927\u3057\u305f\u3044\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306e\u305f\u3081\u306e\u9577\u671f\u7684\u306a\u30a4\u30f3\u30d5\u30e9\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u57fa\u76e4\u304c\u62e1\u5927\u3059\u308b\u306b\u3064\u308c\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u304c\u5897\u52a0\u3059\u308b\u53d6\u5f15\u91cf\u3092\u51e6\u7406\u3057\u3001\u30c1\u30fc\u30e0\u306f\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u7ba1\u7406\u3068\u8907\u96d1\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306b\u96c6\u4e2d\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-from-first-contact-to-ongoing-reviews-in-one-platform\">\u30d5\u30a1\u30fc\u30b9\u30c8\u30b3\u30f3\u30bf\u30af\u30c8\u304b\u3089\u7d99\u7d9a\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u307e\u3067\u3001\u3072\u3068\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u4e00\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30d1\u30ef\u30fc\u306f\u3001\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306b\u308f\u305f\u3063\u3066\u767a\u63ee\u3055\u308c\u307e\u3059\u3002InvestGlass\u306e\u4e2d\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u3067\u306e\u30ea\u30fc\u30c9\u7372\u5f97\u304b\u3089\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3001\u5b9a\u671f\u7684\u306akyc\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u307e\u3067\u5168\u3066\u3092\u8ffd\u8de1\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u5c65\u6b74\u3001\u4f1a\u8b70\u30e1\u30e2\u3001KYC\u6587\u66f8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30921\u3064\u306e\u9867\u5ba2\u8a18\u9332\u306b\u6b8b\u3059\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u50cd\u304d\u65b9\u306f\u4e00\u5909\u3059\u308b\u3002\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fb\u30d3\u30b8\u30e7\u30f3\u3068AI\u30c4\u30fc\u30eb\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u5207\u308a\u66ff\u3048\u308b\u3053\u3068\u306a\u304f\u3001\u516c\u958b\u8a18\u9332\u3084\u95a2\u9023\u60c5\u5831\u3092\u8868\u793a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e74\u6b21\u307e\u305f\u306f\u5e742\u56de\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306e\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u78ba\u4fdd\u3068\u7a4d\u6975\u7684\u306a\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u4e21\u65b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u306f\u3001\u4e8b\u52d9\u7684\u306a\u8ca0\u62c5\u3067\u306f\u306a\u304f\u3001\u95a2\u4fc2\u3092\u5f37\u5316\u3059\u308b\u6a5f\u4f1a\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u66f8\u53ce\u96c6\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u306e\u884c\u52d5\u306b\u57fa\u3065\u3044\u3066\u6559\u80b2\u30b3\u30f3\u30c6\u30f3\u30c4\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c1\u30a7\u30c3\u30af\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u305f\u3081\u306b\u3082\u81ea\u52d5\u5316\u3092\u5229\u7528\u3059\u308b\u3002\u5e02\u5834\u306e\u5909\u52d5\u6642\u306b\u983b\u7e41\u306b\u30ed\u30b0\u30a4\u30f3\u3059\u308b\u9867\u5ba2\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304b\u3089\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u53d7\u3051\u53d6\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u3053\u306e\u3088\u3046\u306a\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u624b\u4f5c\u696d\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u306a\u304c\u3089\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-typically-take-to-implement-automated-kyc-with-investglass\">InvestGlass\u3067\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\u3092\u5b9f\u65bd\u3059\u308b\u306b\u306f\u901a\u5e38\u3069\u308c\u304f\u3089\u3044\u306e\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u304b?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0f\u898f\u6a21\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30d5\u30a1\u30fc\u30e0\u3067\u3042\u308c\u3070\u3001\u901a\u5e38\u6570\u9031\u9593\u4ee5\u5185\u306b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u8a2d\u5b9a\u3057\u3001\u672c\u7a3c\u50cd\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u8996\u899a\u7684\u306a\u8a2d\u5b9a\u30c4\u30fc\u30eb\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u304c\u958b\u767a\u8005\u306e\u30b5\u30dd\u30fc\u30c8\u3092\u53d7\u3051\u305a\u306b\u30d5\u30a9\u30fc\u30e0\u3084\u30eb\u30fc\u30eb\u3092\u69cb\u7bc9\u3067\u304d\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u8907\u96d1\u306a\u7d71\u5408\u3084\u8907\u6570\u306e\u7ba1\u8f44\u533a\u57df\u3001\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u63a5\u7d9a\u3092\u4f34\u3046\u5927\u898f\u6a21\u306a\u9280\u884c\u3067\u306f\u3001\u30c6\u30b9\u30c8\u3084\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u6bb5\u968e\u3092\u542b\u3081\u3001\u6570\u30f6\u6708\u306e\u5c0e\u5165\u671f\u9593\u3092\u8a08\u753b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-support-multi-jurisdictional-kyc-requirements-for-cross-border-clients\">InvestGlass\u306f\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u9867\u5ba2\u306e\u305f\u3081\u306e\u8907\u6570\u7ba1\u8f44\u6a29\u306eKYC\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3002InvestGlass\u306f\u56fd\u3084\u30d6\u30c3\u30ad\u30f3\u30b0\u30bb\u30f3\u30bf\u30fc\u3054\u3068\u306b\u8a2d\u5b9a\u53ef\u80fd\u306a\u30eb\u30fc\u30eb\u30bb\u30c3\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u5c45\u4f4f\u5730\u3001\u5e02\u6c11\u6a29\u3001\u30a2\u30af\u30bb\u30b9\u3059\u308b\u5546\u54c1\u306b\u3088\u3063\u3066\u3001\u7570\u306a\u308b\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u306f\u7570\u306a\u308b\u66f8\u985e\u30ea\u30b9\u30c8\u3001\u8cea\u554f\u3001\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u8981\u4ef6\u304c\u8868\u793a\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u67d4\u8edf\u6027\u306b\u3088\u308a\u3001\u30b9\u30a4\u30b9\u3001EU\u3001\u30a2\u30b8\u30a2\u3001\u4e2d\u6771\u306b\u307e\u305f\u304c\u308b\u9867\u5ba2\u3092\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-do-we-need-in-house-developers-to-maintain-automated-kyc-workflows\">\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u793e\u5185\u958b\u767a\u8005\u304c\u5fc5\u8981\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30c1\u30fc\u30e0\u304c\u8996\u899a\u7684\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3092\u901a\u3058\u3066\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30d5\u30a9\u30fc\u30e0\u3001\u30eb\u30fc\u30eb\u3092\u8abf\u6574\u3067\u304d\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u65b0\u3057\u3044\u6587\u66f8\u8981\u4ef6\u306e\u8ffd\u52a0\u3001\u30ea\u30b9\u30af\u63a1\u70b9\u57fa\u6e96\u306e\u5909\u66f4\u3001\u898f\u5236\u5909\u66f4\u306b\u4f34\u3046\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u66f4\u65b0\u306f\u3001\u3059\u3079\u3066\u30b3\u30fc\u30c7\u30a3\u30f3\u30b0\u306a\u3057\u3067\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30e0\u30fb\u30b7\u30b9\u30c6\u30e0\u3084\u5c02\u9580\u7684\u306a\u30c7\u30fc\u30bf\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u3088\u308a\u6df1\u3044\u7d71\u5408\u3092\u5e0c\u671b\u3059\u308b\u4f01\u696d\u306b\u306f\u3001API\u3092\u3054\u5229\u7528\u3044\u305f\u3060\u3051\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 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advisors today face mounting pressure to onboard clients faster, maintain flawless regulatory compliance, and deliver a seamless client experience. Yet many firms still rely on manual processes that consume hours of valuable time and create unnecessary risk. Digital transformation is driving the financial sector to move away from manual KYC processes, enabling firms to adopt automated solutions that improve efficiency and security. The good news? Modern kyc automation can transform weeks of paperwork into a streamlined digital journey completed in hours. This guide walks you through exactly how to automate the kyc process for your advisory firm, with practical steps and a focus on solutions built for regulated wealth [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49055,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35,95],"class_list":["post-49047","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 v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Automate KYC for Financial Advisors | InvestGlass<\/title>\n<meta name=\"description\" content=\"Financial advisors today face mounting pressure to onboard clients faster,\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306ekyc\u81ea\u52d5\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Automate KYC for Financial Advisors\" \/>\n<meta property=\"og:description\" content=\"Financial advisors today face mounting pressure to onboard clients faster,\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306ekyc\u81ea\u52d5\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-09T08:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" 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