{"id":49063,"date":"2026-02-10T15:07:37","date_gmt":"2026-02-10T14:07:37","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49063"},"modified":"2026-02-10T15:07:40","modified_gmt":"2026-02-10T14:07:40","slug":"%e9%a1%a7%e5%ae%a2%e3%82%92%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%81%ab%e5%8f%96%e3%82%8a%e8%be%bc%e3%82%80%e6%96%b9%e6%b3%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-onboard-clients-digitally\/","title":{"rendered":"\u30c7\u30b8\u30bf\u30eb\u3067\u9867\u5ba2\u3092\u53d6\u308a\u8fbc\u3080\u65b9\u6cd5"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u306f\u3001\u30c7\u30fc\u30bf\u53d6\u5f97\u304b\u3089KYC\u3001\u53e3\u5ea7\u958b\u8a2d\u307e\u3067\u3001\u65b0\u898f\u9867\u5ba2\u3092\u5b8c\u5168\u306b\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u78ba\u8a8d\u3001\u627f\u8a8d\u3001\u6709\u52b9\u5316\u3059\u308b\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u306e\u30d7\u30ed\u30bb\u30b9\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u3046\u307e\u304f\u8a2d\u8a08\u3059\u308c\u3070\u3001KYC\u3001AML\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5247\u3092\u9075\u5b88\u3057\u306a\u304c\u3089\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u3092\u6570\u9031\u9593\u304b\u308924\u6642\u9593\u4ee5\u5185\u306b\u77ed\u7e2e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092InvestGlass\u306e\u3088\u3046\u306aCRM\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u30fb\u30c1\u30a7\u30c3\u30af\u3001\u30ea\u30b9\u30af\u30fb\u30a8\u30f3\u30b8\u30f3\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u304c\u306a\u304f\u306a\u308a\u3001\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u6027\u304c\u5411\u4e0a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u307e\u305f\u306f\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u3068\u51e6\u7406\u3092\u5b8c\u5168\u306b\u7ba1\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u5b9f\u8df5\u7684\u306a5\u30b9\u30c6\u30c3\u30d7\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3001\u5b9f\u884c\u53ef\u80fd\u306a\u30d2\u30f3\u30c8\u3001\u5177\u4f53\u7684\u306a\u30d5\u30a3\u30f3\u30c6\u30c3\u30af\u306e\u4f8b\u3001InvestGlass\u3092\u59cb\u3081\u308b\u305f\u3081\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\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=\"5925\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-digital-client-onboarding-matters-in-2026\">2026\u5e74\u306b\u30c7\u30b8\u30bf\u30eb\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u91cd\u8981\u306b\u306a\u308b\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u3001\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u306b\u3042\u308b\u4e2d\u5805\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u3092\u4e00\u5909\u3055\u305b\u308b\u6c7a\u65ad\u3092\u4e0b\u3057\u305f\u3002\u5b8c\u5168\u306b\u30c7\u30b8\u30bf\u30eb\u5316\u3055\u308c\u305f\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u6700\u521d\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u304b\u3089\u53e3\u5ea7\u958b\u8a2d\u307e\u3067\u306e\u5e73\u5747\u6642\u9593\u309230\u65e5\u304b\u3089\u308f\u305a\u304b2\u65e5\u306b\u77ed\u7e2e\u3057\u305f\u306e\u3060\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u7d19\u306e\u30d5\u30a9\u30fc\u30e0\u3092\u8ffd\u3044\u304b\u3051\u305f\u308a\u66f8\u985e\u3092\u30b9\u30ad\u30e3\u30f3\u3057\u305f\u308a\u3059\u308b\u3088\u308a\u3082\u3001\u9867\u5ba2\u3068\u306e\u4fe1\u983c\u95a2\u4fc2\u3092\u7bc9\u304d\u3001\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u306b\u3068\u3063\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u591a\u304f\u306e\u5834\u5408\u3001\u6700\u521d\u306e\u898f\u5236\u5bfe\u8c61\u53d6\u5f15\u3067\u3042\u308a\u3001\u9867\u5ba2\u95a2\u4fc2\u5168\u4f53\u306e\u57fa\u8abf\u3092\u6c7a\u3081\u308b\u3082\u306e\u3067\u3042\u308b\u3002\u65b0\u898f\u9867\u5ba2\u306e\u4f53\u9a13\u304c\u6469\u64e6\u3084\u9045\u5ef6\u3001\u5ea6\u91cd\u306a\u308b\u66f8\u985e\u306e\u8981\u6c42\u304b\u3089\u59cb\u307e\u308b\u3068\u3001\u4fe1\u983c\u69cb\u7bc9\u306f\u521d\u65e5\u304b\u3089\u82e6\u3057\u3044\u6226\u3044\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2023\u5e74\u306e\u696d\u754c\u8abf\u67fb\u3067\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b15\u5206\u4ee5\u4e0a\u304b\u304b\u308b\u3068\u3001\u898b\u8fbc\u307f\u5ba2\u306e60\uff05\u4ee5\u4e0a\u304c\u7533\u3057\u8fbc\u307f\u3092\u653e\u68c4\u3059\u308b\u3053\u3068\u304c\u660e\u3089\u304b\u306b\u306a\u3063\u305f\u3002\u3053\u306e\u653e\u68c4\u7387\u306f\u3001\u9867\u5ba2\u7372\u5f97\u306e\u6a5f\u4f1a\u640d\u5931\u3068\u7121\u99c4\u3092\u610f\u5473\u3059\u308b\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5926\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u6295\u8cc7\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\u304a\u3088\u3073\u30de\u30cd\u30fc\u30fb\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u306e\u8981\u4ef6\u306f\u3001\u7279\u306b\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9867\u5ba2\u3084\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u3066\u3044\u308b\u4eba\u7269\u306b\u3064\u3044\u3066\u3001\u8907\u96d1\u3055\u3092\u5897\u3057\u7d9a\u3051\u3066\u3044\u308b\u3002\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u5fb9\u5e95\u3057\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af\u3068\u3001\u73fe\u4ee3\u306e\u9867\u5ba2\u306e\u671f\u5f85\u304c\u6c42\u3081\u308b\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30d7\u30ed\u30bb\u30b9\u3068\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u53d6\u3089\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">COVID\u6642\u4ee3\u306b\u652f\u5e97\u304c\u9589\u9396\u3055\u308c\u305f\u5f8c\u3001\u9867\u5ba2\u306f\u30a6\u30a7\u30d6\u3084\u30e2\u30d0\u30a4\u30eb\u3092\u901a\u3058\u305f\u5b8c\u5168\u306a\u30ea\u30e2\u30fc\u30c8\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u671f\u5f85\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002\u30c7\u30b8\u30bf\u30eb\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3078\u306e\u30b7\u30d5\u30c8\u306f\u4e00\u6642\u7684\u306a\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u6052\u4e45\u7684\u306a\u3082\u306e\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b27\u5dde\u3084\u30b9\u30a4\u30b9\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u30c7\u30b8\u30bf\u30eb\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u30b9\u30d4\u30fc\u30c9\u3068FINMA\u306e\u30b5\u30fc\u30ad\u30e5\u30e9\u30fc\u3001MiFID II\u3001GDPR\u3068\u3044\u3063\u305f\u898f\u5247\u306e\u53b3\u683c\u306a\u9075\u5b88\u3068\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u53d6\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u898f\u5236\u9075\u5b88\u306f\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u306f\u306a\u304f\u3001\u57fa\u790e\u7684\u306a\u3082\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u7279\u306b\u3001\u53b3\u683c\u306a\u30c7\u30b8\u30bf\u30eb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u3068\u3082\u306b\u3001\u304a\u5ba2\u69d8\u3068\u304a\u5ba2\u69d8\u306e\u9867\u5ba2\u304c\u9ad8\u3044\u30bf\u30c3\u30c1\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u4f53\u9a13\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u898f\u5236\u5f53\u5c40\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u95a2\u4fc2\u306e\u8cea\u3068\u696d\u52d9\u52b9\u7387\u306e\u7d44\u307f\u5408\u308f\u305b\u304c\u3001\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u306b\u304a\u3051\u308b\u30ea\u30fc\u30c0\u30fc\u4f01\u696d\u3068\u5f8c\u767a\u4f01\u696d\u3092\u5206\u3051\u308b\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-digital-onboarding-in-financial-services\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u306f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u306f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30d5\u30a9\u30fc\u30e0\u3001\u672c\u4eba\u78ba\u8a8d\u30c1\u30a7\u30c3\u30af\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u4f7f\u7528\u3057\u3066\u3001\u898b\u8fbc\u307f\u5ba2\u3092\u627f\u8a8d\u3055\u308c\u305f\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u9867\u5ba2\u306b\u3059\u308b\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u7269\u7406\u7684\u306a\u66f8\u985e\u3001\u652f\u5e97\u8a2a\u554f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u6dfb\u4ed8\u306b\u4ee3\u308f\u308a\u3001\u30ac\u30a4\u30c9\u4ed8\u304d\u30a6\u30a7\u30d6\u30d5\u30ed\u30fc\u3001\u96fb\u5b50\u7f72\u540d\u3001\u5b89\u5168\u306a\u66f8\u985e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u30dd\u30fc\u30bf\u30eb\u3092\u4f7f\u7528\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u3001\u5178\u578b\u7684\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u65c5\u306f\u3053\u3046\u306a\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u30ab\u30c6\u30b4\u30ea\u30fc<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4f8b<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8eab\u5206\u8a3c\u660e\u66f8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d1\u30b9\u30dd\u30fc\u30c8\u30b9\u30ad\u30e3\u30f3\u3001\u56fd\u6c11ID\u30ab\u30fc\u30c9\u3001\u4f01\u696d\u767b\u8a18\u7c3f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4f4f\u6240\u78ba\u8a8d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u516c\u5171\u6599\u91d1\u306e\u8acb\u6c42\u66f8\u3001\u9280\u884c\u53d6\u5f15\u660e\u7d30\u66f8\u3001\u653f\u5e9c\u901a\u4fe1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7a0e\u52d9\u60c5\u5831<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d0d\u7a0e\u8005\u756a\u53f7\u3001FATCA\u304a\u3088\u3073CRS\u306e\u7533\u544a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8cc7\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u9078\u597d\u5ea6\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u6295\u8cc7\u7d4c\u9a13\u3001\u5546\u54c1\u9069\u5408\u6027\u8a55\u4fa1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8cc7\u91d1\u6e90<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u96c7\u7528\u8a18\u9332\u3001\u8ca1\u7523\u7533\u544a\u3001\u53d6\u5f15\u5c65\u6b74<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u8eab\u5143\u78ba\u8a8d\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u306eKYC\u624b\u7d9a\u304d\u306e\u91cd\u8981\u306a\u90e8\u5206\u3067\u3042\u308a\u3001\u5404\u9867\u5ba2\u306e\u771f\u6b63\u6027\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u898f\u5236\u3078\u306e\u6e96\u62e0\u3092\u78ba\u4fdd\u3057\u3001\u4e0d\u6b63\u884c\u70ba\u306e\u9632\u6b62\u306b\u5f79\u7acb\u3064\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3084\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3067\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u6295\u8cc7\u5bb6\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u8a55\u4fa1\u3001\u5546\u54c1\u306e\u9069\u5207\u6027\u30c6\u30b9\u30c8\u3082\u30ab\u30d0\u30fc\u3057\u3066\u304a\u308a\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306e\u95a2\u9023\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u306a\u304c\u3089\u3001\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u3001KYC\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3001\u5236\u88c1\u5be9\u67fb\u30b5\u30fc\u30d3\u30b9\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306a\u3069\u3001\u8907\u6570\u306e\u30c4\u30fc\u30eb\u3092\u8abf\u548c\u3055\u305b\u308b\u3002\u305d\u306e\u76ee\u7684\u306f\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u3092\u6392\u9664\u3057\u3001\u500b\u3005\u306e\u9867\u5ba2\u306b\u3064\u3044\u3066\u5358\u4e00\u306e\u771f\u5b9f\u306e\u60c5\u5831\u6e90\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a9\u30fc\u30e0\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30aa\u30fc\u30d7\u30cb\u30f3\u30b0\u3001\u7d99\u7d9a\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u304c\u3059\u3079\u3066\u540c\u3058\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u4e0a\u306b\u3042\u308b\u7d71\u5408\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30e6\u30fc\u30b6\u30fc\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308a\u3001\u9867\u5ba2\u306f\u30d0\u30e9\u30d0\u30e9\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u30b9\u30c6\u30c3\u30d7\u3092\u5b8c\u4e86\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-barriers-to-successful-digital-onboarding\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u4e00\u822c\u7684\u306a\u969c\u58c1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u9280\u884c\u3084\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u304c2020\u5e74\u4ee5\u964d\u306b\u30c7\u30b8\u30bf\u30eb\u5316\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u958b\u59cb\u3057\u305f\u304c\u3001\u624b\u4f5c\u696d\u3092\u5b8c\u5168\u306b\u7f6e\u304d\u63db\u3048\u308b\u306b\u306f\u307e\u3060\u82e6\u52b4\u3057\u3066\u3044\u308b\u3002\u3053\u3046\u3057\u305f\u969c\u58c1\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3001\u969c\u58c1\u3092\u514b\u670d\u3059\u308b\u305f\u3081\u306e\u7b2c\u4e00\u6b69\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0<\/strong> API\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u306a\u3044\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3084CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u3001\u30b9\u30bf\u30c3\u30d5\u304c\u9867\u5ba2\u60c5\u5831\u3092\u4f55\u5ea6\u3082\u5165\u529b\u3057\u76f4\u3059\u3053\u3068\u306b\u306a\u308a\u3001\u30df\u30b9\u304c\u5897\u3048\u3001\u8cb4\u91cd\u306a\u6642\u9593\u3092\u6d6a\u8cbb\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3002API\u304c\u7d71\u5408\u3055\u308c\u3066\u3044\u306a\u3044\u3068\u3001\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u306f\u624b\u4f5c\u696d\u306b\u306a\u308a\u3001\u30a8\u30e9\u30fc\u304c\u767a\u751f\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u3059\u308b\u61f8\u5ff5<\/strong> 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\u30d5\u30ed\u30f3\u30c8\u30fb\u30aa\u30d5\u30a3\u30b9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u6cd5\u52d9\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u9593\u306e\u5185\u90e8\u5206\u88c2\u304c\u3001\u627f\u8a8d\u3092\u9045\u3089\u305b\u3001\u91cd\u8907\u3057\u305f\u6587\u66f8\u8981\u6c42\u306b\u3064\u306a\u304c\u308b\u3002\u9867\u5ba2\u306f\u7d50\u5c40\u3001\u7570\u306a\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30e3\u30cd\u30eb\u3092\u901a\u3058\u3066\u540c\u3058\u60c5\u5831\u3092\u4f55\u5ea6\u3082\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u52a3\u60aa\u306a\u30e6\u30fc\u30b6\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/strong> \u9577\u3044\u9759\u7684\u306aPDF\u30d5\u30a9\u30fc\u30e0\u3001\u975e\u30ec\u30b9\u30dd\u30f3\u30b7\u30d6\u30a6\u30a7\u30d6\u30da\u30fc\u30b8\u3001\u30e2\u30d0\u30a4\u30eb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30d5\u30ed\u30fc\u306e\u6b20\u5982\u306f\u3001\u96e2\u8131\u306e\u539f\u56e0\u3068\u306a\u308b\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u304c\u6642\u4ee3\u9045\u308c\u3068\u611f\u3058\u3089\u308c\u308b\u3068\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u304c\u59cb\u307e\u308b\u524d\u304b\u3089\u9867\u5ba2\u6e80\u8db3\u5ea6\u304c\u4f4e\u4e0b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u6b8b\u7559\u306b\u95a2\u3059\u308b\u61f8\u5ff5<\/strong> \u30b9\u30a4\u30b9\u306e\u91d1\u878d\u6a5f\u95a2\u306f\u7279\u306b\u3001\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u898f\u5236\u4e0a\u306e\u7acb\u5834\u3092\u640d\u306a\u3046\u3053\u3068\u306a\u304f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6d77\u5916\u306e\u6c4e\u7528\u30af\u30e9\u30a6\u30c9\u306b\u4fdd\u5b58\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002\u4e3b\u6a29\u8981\u4ef6\u306f\u3001\u614e\u91cd\u306a\u30a4\u30f3\u30d5\u30e9\u306e\u9078\u629e\u3092\u8981\u6c42\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30aa\u30fc\u30eb\u30fb\u30a4\u30f3\u30fb\u30ef\u30f3\u306e\u30b9\u30a4\u30b9\u88fd\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u7d71\u5408\u306e\u8907\u96d1\u3055\u3092\u8efd\u6e1b\u3057\u3001\u4e3b\u6a29\u3068\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u306e\u8981\u4ef6\u306b\u521d\u65e5\u304b\u3089\u5bfe\u51e6\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-onboarding-strategies\">\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6226\u7565<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6210\u529f\u3059\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6226\u7565\u306f\u3001\u65b0\u898f\u9867\u5ba2\u3068\u306e\u6c38\u7d9a\u7684\u306a\u95a2\u4fc2\u69cb\u7bc9\u306e\u790e\u3068\u306a\u308a\u307e\u3059\u3002\u5165\u5ff5\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u8a2d\u8a08\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u304c\u30b9\u30e0\u30fc\u30ba\u306b\u30b5\u30fc\u30d3\u30b9\u306b\u79fb\u884c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u5f53\u521d\u304b\u3089\u4fe1\u983c\u3092\u80b2\u307f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u6700\u3082\u52b9\u679c\u7684\u306a\u6226\u7565\u306f\u3001\u5148\u9032\u7684\u306a\u30c7\u30b8\u30bf\u30eb\u30c4\u30fc\u30eb\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u5404\u9867\u5ba2\u306e\u30e6\u30cb\u30fc\u30af\u306a\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3059\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u751f\u4f53\u8a8d\u8a3c\u3001\u6587\u66f8\u30b9\u30ad\u30e3\u30f3\u3001API\u7d71\u5408\u306a\u3069\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u30c7\u30fc\u30bf\u306e\u6b63\u78ba\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u30b9\u30d4\u30fc\u30c9\u30a2\u30c3\u30d7\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u53b3\u683c\u306a\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3057\u3001\u30a8\u30e9\u30fc\u3084\u6f0f\u308c\u306e\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3057\u307e\u3059\u3002\u660e\u78ba\u306a\u671f\u5f85\u5024\u3092\u6301\u3064\u30e6\u30fc\u30b6\u30fc\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308a\u3001\u9867\u5ba2\u306f\u3059\u3079\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u81ea\u4fe1\u3068\u60c5\u5831\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u5411\u4e0a\u3068\u3088\u308a\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ultimately, a well-executed onboarding process provides a significant competitive advantage. It demonstrates a commitment to efficiency, security, and client-centric service qualities that drive loyalty and set businesses apart in a crowded marketplace.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-five-steps-to-a-frictionless-digital-onboarding-process\">\u6469\u64e6\u306e\u306a\u3044\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3078\u306e5\u3064\u306e\u30b9\u30c6\u30c3\u30d7<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f\u3001\u30ea\u30c6\u30fc\u30eb\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\u4fdd\u967a\u8ca9\u58f2\u3001\u4e0d\u52d5\u7523\u6295\u8cc7\u4f1a\u793e\u306b\u9069\u7528\u3055\u308c\u307e\u3059\u3002\u5404\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u898b\u8fbc\u307f\u5ba2\u304b\u3089\u30a2\u30af\u30c6\u30a3\u30d6\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3078\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u3001\u524d\u306e\u30b9\u30c6\u30c3\u30d7\u306e\u4e0a\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e5\u3064\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u30012024\u5e74\u304a\u3088\u30732025\u5e74\u306b\u898f\u5236\u696d\u754c\u5168\u4f53\u3067\u5b9f\u65bd\u3055\u308c\u308b\u3053\u3068\u3092\u901a\u3057\u3066\u6d17\u7df4\u3055\u308c\u3066\u304d\u305f\u3002\u3053\u308c\u3089\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u9867\u5ba2\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u4e21\u9762\u3067\u6e2c\u5b9a\u53ef\u80fd\u306a\u6539\u5584\u3092\u3082\u305f\u3089\u3059\u5b9f\u8a3c\u6e08\u307f\u306e\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-connect-your-digital-onboarding-to-your-crm\">\u30b9\u30c6\u30c3\u30d71 \u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092CRM\u306b\u63a5\u7d9a\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306fCRM\u304b\u3089\u958b\u59cb\u3057\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30d7\u30ed\u30b9\u30da\u30af\u30c8\u30fb\u30ec\u30b3\u30fc\u30c9\u3092\u4f5c\u6210\u3057\u3001\u30c7\u30b8\u30bf\u30eb\u62db\u5f85\u30ea\u30f3\u30af\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u3002\u3053\u306e\u63a5\u7d9a\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u6c7a\u3057\u3066\u5207\u308a\u96e2\u3055\u308c\u305f\u6d3b\u52d5\u306b\u306f\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6df1\u3044\u7d71\u5408\u306b\u3088\u308a\u3001\u65e2\u5b58\u306e\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a9\u30fc\u30e0\u306b\u4e8b\u524d\u306b\u5165\u529b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306e\u540d\u524d\u3001\u4f4f\u6240\u3001\u9023\u7d61\u5148\u60c5\u5831\u306e\u518d\u5165\u529b\u3092\u907f\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u3059\u3067\u306b\u898b\u8fbc\u307f\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u6709\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u305d\u306e\u60c5\u5831\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d5\u30a9\u30fc\u30e0\u306b\u81ea\u52d5\u7684\u306b\u6d41\u308c\u8fbc\u3080\u306f\u305a\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3092\u4f7f\u7528\u3059\u308b\u3068\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306fCRM\u306e\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u304b\u3089\u76f4\u63a5\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u958b\u59cb\u3057\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u5b8c\u4e86\u72b6\u6cc1\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5207\u308a\u66ff\u3048\u305f\u308a\u3001\u9867\u5ba2\u304c\u30d7\u30ed\u30bb\u30b9\u306e\u3069\u3053\u306b\u3044\u308b\u306e\u304b\u6c17\u306b\u3059\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">API\u3068Webhook\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u304c\u30d5\u30a9\u30fc\u30e0\u306b\u5165\u529b\u3059\u308b\u3068\u3001CRM\u304c\u81ea\u52d5\u7684\u306b\u66f4\u65b0\u3055\u308c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u3068\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30c1\u30fc\u30e0\u306e\u305f\u3081\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bf\u30b9\u30af\u304c\u4f5c\u6210\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30cf\u30f3\u30c9\u30aa\u30d5\u306e\u9045\u308c\u304c\u306a\u304f\u306a\u308a\u3001\u6f0f\u308c\u304c\u306a\u304f\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u7d71\u5408\u306e\u30e1\u30ea\u30c3\u30c8\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b7\u30f3\u30b0\u30eb\u30a8\u30f3\u30c8\u30ea\u30fc\u306b\u3088\u308b\u30c7\u30fc\u30bf\u54c1\u8cea\u306e\u5411\u4e0a<\/li>\n\n\n\n<li>\u30b3\u30d4\u30fc\uff06\u30da\u30fc\u30b9\u30c8\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3088\u308b\u624b\u4f5c\u696d\u30a8\u30e9\u30fc\u306e\u524a\u6e1b<\/li>\n\n\n\n<li>\u9867\u5ba2\u60c5\u5831\u306b\u52a0\u3048\u3089\u308c\u305f\u3059\u3079\u3066\u306e\u5909\u66f4\u306e\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1<\/li>\n\n\n\n<li>\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3068\u5b8c\u5de5\u7387\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u53ef\u8996\u5316<\/li>\n\n\n\n<li>\u65b0\u898f\u9867\u5ba2\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u8fc5\u901f\u5316<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-automate-data-capture-and-document-collection\">\u30b9\u30c6\u30c3\u30d72 \u30c7\u30fc\u30bf\u53d6\u5f97\u3068\u6587\u66f8\u53ce\u96c6\u306e\u81ea\u52d5\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30de\u30fc\u30c8\u30fb\u30ed\u30b8\u30c3\u30af\u3092\u5099\u3048\u305f\u30ec\u30b9\u30dd\u30f3\u30b7\u30d6\u30fb\u30a6\u30a7\u30d6\u30fb\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u306e\u30bf\u30a4\u30d7\u3001\u5c45\u4f4f\u5730\u3001\u5546\u54c1\u9078\u629e\u3001\u30ea\u30b9\u30af\u30fb\u30ab\u30c6\u30b4\u30ea\u30fc\u306b\u57fa\u3065\u3044\u3066\u8cea\u554f\u3092\u9069\u5fdc\u3055\u305b\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306e\u5c45\u4f4f\u8005\u304c\u30b7\u30f3\u30d7\u30eb\u306a\u6295\u8cc7\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\u5834\u5408\u3068\u3001\u8907\u96d1\u306a\u69cb\u9020\u3092\u6301\u3064\u6cd5\u4eba\u9867\u5ba2\u3068\u3067\u306f\u3001\u56de\u7b54\u3059\u308b\u8cea\u554f\u304c\u7570\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30fc\u30c8\u30d5\u30a3\u30eb\u6a5f\u80fd\u306f\u3001\u4ee5\u524d\u306e\u95a2\u4fc2\u3084\u4f01\u696d\u767b\u9332\u304b\u3089\u65e2\u5b58\u306e\u30c7\u30fc\u30bf\u3092\u518d\u5229\u7528\u3059\u308b\u305f\u3081\u3001\u9867\u5ba2\u306f\u540c\u3058\u30d5\u30a3\u30fc\u30eb\u30c9\u30922\u5ea6\u5165\u529b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u9867\u5ba2\u306e\u8cb4\u91cd\u306a\u6642\u9593\u3092\u5c0a\u91cd\u3059\u308b\u3053\u3068\u3067\u3001\u65e9\u671f\u306e\u597d\u610f\u304c\u7bc9\u304b\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30b9\u30dd\u30fc\u30c8\u3001\u56fd\u6c11ID\u30ab\u30fc\u30c9\u3001\u4f01\u696d\u767b\u8a18\u7c3f\u306a\u3069\u306e\u8eab\u5206\u8a3c\u660e\u66f8\u985e\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3067\u306f\u306a\u304f\u3001\u5b89\u5168\u306a\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3055\u308c\u307e\u3059\u3002\u6587\u66f8\u306e\u30b9\u30ad\u30e3\u30f3\u6280\u8853\u306f\u3001\u6b63\u78ba\u306a\u691c\u8a3c\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u9ad8\u54c1\u8cea\u306e\u753b\u50cf\u3092\u30ad\u30e3\u30d7\u30c1\u30e3\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">OCR\u3068\u6587\u66f8\u8a8d\u8b58\u306b\u3088\u308a\u3001\u6c0f\u540d\u3001\u751f\u5e74\u6708\u65e5\u3001\u6587\u66f8\u756a\u53f7\u3001\u6709\u52b9\u671f\u9650\u3092\u69cb\u9020\u5316\u3055\u308c\u305fCRM\u30d5\u30a3\u30fc\u30eb\u30c9\u306b\u76f4\u63a5\u62bd\u51fa\u3057\u307e\u3059\u3002\u3053\u306e\u30c7\u30fc\u30bf\u53ce\u96c6\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u304c\u4e0d\u8981\u306b\u306a\u308a\u3001\u8ee2\u8a18\u30df\u30b9\u3082\u6e1b\u5c11\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u3001\u6b27\u5dde\u9023\u5408\u3001\u4e2d\u6771\u306a\u3069\u306e\u7279\u5b9a\u306e\u5e02\u5834\u5411\u3051\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u8907\u96d1\u306a\u30eb\u30fc\u30eb\u3092\u899a\u3048\u308b\u5fc5\u8981\u304c\u306a\u3044\u3088\u3046\u306b\u3001\u898f\u5236\u8981\u4ef6\u3092\u6697\u53f7\u5316\u3057\u3066\u3044\u307e\u3059\u3002.<\/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>\u30d9\u30cd\u30d5\u30a3\u30c3\u30c8<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30de\u30fc\u30c8\u30fb\u30d5\u30a9\u30fc\u30e0\u30fb\u30ed\u30b8\u30c3\u30af<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u306f\u95a2\u9023\u3059\u308b\u8cea\u554f\u306b\u306e\u307f\u7b54\u3048\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u66f8\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u30fb\u30dd\u30fc\u30bf\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b89\u5168\u306a\u6697\u53f7\u5316\u901a\u4fe1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>OCR\u62bd\u51fa<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u52d5\u30c7\u30fc\u30bf\u53ce\u96c6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30aa\u30fc\u30c8\u30d5\u30a3\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65e2\u5b58\u30c7\u30fc\u30bf\u306e\u518d\u5229\u7528<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5e02\u5834\u5225\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-embed-kyc-aml-and-risk-scoring\">\u30b9\u30c6\u30c3\u30d73 KYC AML\u3068\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306e\u7d44\u307f\u8fbc\u307f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ce\u96c6\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306f\u3059\u3079\u3066\u3001\u5236\u88c1\u30ea\u30b9\u30c8\u3001\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u3066\u3044\u308b\u4eba\u7269\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3001\u4e0d\u5229\u306a\u30e1\u30c7\u30a3\u30a2\u30bd\u30fc\u30b9\u3068\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u7167\u5408\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30c7\u30fc\u30bf\u53ce\u96c6\u306e\u6642\u70b9\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3067\u3001\u4e0b\u6d41\u3067\u306e\u554f\u984c\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u30eb\u30fc\u30eb\u306f\u3001\u5730\u57df\u3001\u8cc7\u91d1\u6e90\u3001\u53d6\u5f15\u91cf\u3001\u5546\u54c1\u30bf\u30a4\u30d7\u306b\u5fdc\u3058\u3066\u3001\u9867\u5ba2\u3092\u4f4e\u30ea\u30b9\u30af\u3001\u4e2d\u30ea\u30b9\u30af\u3001\u9ad8\u30ea\u30b9\u30af\u306b\u5206\u985e\u3059\u308b\u3002\u3053\u306e\u5206\u985e\u306b\u3088\u308a\u3001\u5fc5\u8981\u306a\u5be9\u67fb\u30ec\u30d9\u30eb\u304c\u6c7a\u5b9a\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f4e\u30ea\u30b9\u30af\u306e\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u3084\u5bcc\u88d5\u5c64\u9867\u5ba2\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u5be9\u67fb\u3092\u53d7\u3051\u308b\u3053\u3068\u306a\u304f\u3001\u305d\u306e\u307e\u307e\u51e6\u7406\u3092\u901a\u904e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u52b9\u7387\u6539\u5584\u306f\u3001\u53e3\u5ea7\u958b\u8a2d\u306e\u8fc5\u901f\u5316\u3068\u6a19\u6e96\u7684\u306a\u30b1\u30fc\u30b9\u306e\u9867\u5ba2\u6210\u529f\u6307\u6a19\u306e\u5411\u4e0a\u3092\u610f\u5473\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3088\u308a\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u9867\u5ba2\u306f\u3001\u8ffd\u52a0\u7684\u306a\u66f8\u985e\u78ba\u8a8d\u3084\u3001\u6f5c\u5728\u7684\u306a\u751f\u4f53\u691c\u77e5\u3084\u30d0\u30a4\u30aa\u30e1\u30c8\u30ea\u30af\u30b9\u8a8d\u8a3c\u306b\u3088\u308b\u30c7\u30e5\u30fc\u30c7\u30a3\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u5f37\u5316\u304c\u5fc5\u8981\u3068\u306a\u308b\u3002\u4e0d\u6b63\u9632\u6b62\u306b\u306f\u3001\u5b9f\u969b\u306e\u30ea\u30b9\u30af\u306b\u5fdc\u3058\u305f\u9069\u5207\u306a\u7ba1\u7406\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5185\u3067\u5916\u90e8\u306eKYC\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3084\u30b1\u30fc\u30b9\u7ba1\u7406\u30c4\u30fc\u30eb\u3068\u306e\u7d71\u5408\u3092\u7de8\u6210\u3059\u308b\u3002\u691c\u8a3c\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30b9\u30bf\u30c3\u30d5\u304c\u8907\u6570\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5207\u308a\u66ff\u3048\u308b\u3053\u3068\u306a\u304f\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u884c\u308f\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u3001\u6c7a\u5b9a\u3001\u30aa\u30fc\u30d0\u30fc\u30e9\u30a4\u30c9\u306f\u3001\u5c06\u6765\u306e\u76e3\u67fb\u3084\u898f\u5236\u5f53\u5c40\u306e\u691c\u67fb\u306e\u305f\u3081\u306b\u8a18\u9332\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30b9\u30a4\u30b9\u304c\u30db\u30b9\u30c8\u3059\u308b\u30ed\u30b0\u306f\u3001\u898f\u5236\u5f53\u5c40\u304c\u671f\u5f85\u3059\u308b\u753b\u8cea\u3068\u8a73\u7d30\u3092\u63d0\u4f9b\u3057\u306a\u304c\u3089\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u30cb\u30fc\u30ba\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-use-a-secure-client-portal-for-collaboration\">\u30b9\u30c6\u30c3\u30d74 \u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u30bb\u30ad\u30e5\u30a2\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3092\u4f7f\u7528\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u3067\u306f\u3001\u7533\u8acb\u8005\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b\u66f8\u985e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u3001\u8aac\u660e\u4e8b\u9805\u306b\u56de\u7b54\u3057\u3001\u81ea\u5206\u306e\u30da\u30fc\u30b9\u3067\u5951\u7d04\u66f8\u306b\u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u591a\u5fd9\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u5c0a\u91cd\u3057\u306a\u304c\u3089\u3001\u96fb\u8a71\u3084E\u30e1\u30fc\u30eb\u306e\u53d7\u4fe1\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30dd\u30fc\u30bf\u30eb\u306b\u4e0d\u53ef\u6b20\u306a\u6a5f\u80fd\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u305f\u3081\u306e\u4e8c\u8981\u7d20\u8a8d\u8a3c<\/li>\n\n\n\n<li>\u5b89\u5168\u306a\u901a\u4fe1\u306e\u305f\u3081\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u30bb\u30f3\u30bf\u30fc<\/li>\n\n\n\n<li>\u30d5\u30a1\u30a4\u30eb\u3092\u4fdd\u7ba1\u30fb\u6574\u7406\u3059\u308b\u6587\u66f8\u4fdd\u7ba1\u5eab<\/li>\n\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u8eab\u5143\u78ba\u8a8d\u306e\u9032\u6357\u72b6\u6cc1\u3092\u6b63\u78ba\u306b\u793a\u3059\u30d7\u30ed\u30b0\u30ec\u30b9\u30fb\u30d0\u30fc<\/li>\n\n\n\n<li>\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u3068\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u95a2\u3059\u308b\u660e\u78ba\u306a\u671f\u5f85<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30dd\u30fc\u30bf\u30eb\u30b5\u30a4\u30c8\u306f\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30d5\u30a1\u30a4\u30eb\u30b9\u30c8\u30ec\u30fc\u30b8\u3067\u9069\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u63d0\u6848\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u30db\u30b9\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3059\u3079\u3066\u304c\u540c\u3058\u5b89\u5168\u306a\u74b0\u5883\u306b\u3068\u3069\u307e\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306e\u304a\u5ba2\u69d8\u304c\u3001\u8907\u6570\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30e1\u30f3\u30d0\u30fc\u3084\u95a2\u9023\u56e3\u4f53\u3092\u30aa\u30f3\u30dc\u30fc\u30c9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u3092\u8003\u3048\u3066\u307f\u307e\u3057\u3087\u3046\u30021\u3064\u306e\u30dd\u30fc\u30bf\u30eb\u30b5\u30a4\u30c8\u306b\u30ed\u30b0\u30a4\u30f3\u3059\u308c\u3070\u3001\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u7ba1\u7406\u3057\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u9593\u3067\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u5171\u6709\u3057\u3001\u5bb6\u65cf\u5168\u4f53\u306e\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\">\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u671f\u5f85\u306b\u6cbf\u3046\u30d7\u30ec\u30df\u30a2\u30e0\u3067\u30e2\u30c0\u30f3\u306a\u4f53\u9a13\u3092\u9867\u5ba2\u306b\u63d0\u4f9b\u3059\u308b\u3002\u9867\u5ba2\u7dad\u6301\u7387\u3067\u7af6\u4e89\u3059\u308b\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u30c7\u30b8\u30bf\u30eb\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306f\u7af6\u4e89\u4e0a\u306e\u512a\u4f4d\u6027\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-5-approve-activate-and-hand-over-to-ongoing-management\">\u30b9\u30c6\u30c3\u30d75 \u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30c8\u306e\u627f\u8a8d\u3068\u7d99\u7d9a\u7684\u7ba1\u7406\u3078\u306e\u5f15\u7d99\u304e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5185\u90e8\u30ec\u30d3\u30e5\u30fc\u306e\u6bb5\u968e\u3067\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u5404\u30c1\u30fc\u30e0\u304c\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30c4\u30fc\u30eb\u5185\u3067\u30c7\u30fc\u30bf\u3001\u6587\u66f8\u3001\u7f72\u540d\u3092\u691c\u8a3c\u3059\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af\u306f\u3001\u5225\u3005\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u306a\u304f\u3001\u540c\u3058\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u3067\u884c\u308f\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u627f\u8a8d\u304c\u5b8c\u4e86\u3059\u308b\u3068\u3001\u7d71\u5408\u306b\u3088\u3063\u3066\u6700\u7d42\u30c7\u30fc\u30bf\u304c\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u4fdd\u967a\u5951\u7d04\u7ba1\u7406\u3001\u307e\u305f\u306f\u6c7a\u6e08\u30b7\u30b9\u30c6\u30e0\u306b\u30d7\u30c3\u30b7\u30e5\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30b7\u30e7\u30f3\u306e\u30ae\u30e3\u30c3\u30d7\u3092\u306a\u304f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e3\u5ea7\u756a\u53f7\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u307e\u305f\u306f\u4fdd\u967a\u5951\u7d04\u306f\u3001\u78ba\u8a8dE\u30e1\u30fc\u30eb\u307e\u305f\u306f\u30dd\u30fc\u30bf\u30eb\u30e1\u30c3\u30bb\u30fc\u30b8\u304c\u5373\u5ea7\u306b\u9867\u5ba2\u306b\u9001\u4fe1\u3055\u308c\u3001\u81ea\u52d5\u7684\u306b\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u65b0\u898f\u9867\u5ba2\u306f\u3001\u7533\u8acb\u304c\u6210\u529f\u3057\u305f\u3053\u3068\u3092\u5373\u5ea7\u306b\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30b7\u30fc\u30b1\u30f3\u30b9\u306f\u65b0\u898f\u9867\u5ba2\u3092\u6b53\u8fce\u3057\u3001\u6559\u80b2\u8cc7\u6599\u3092\u9001\u308a\u3001\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306b\u57fa\u3065\u3044\u305f\u6700\u521d\u306e\u5546\u54c1\u3092\u63d0\u6848\u3057\u307e\u3059\u3002\u3053\u306e\u521d\u671f\u306e\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306f\u3001\u9577\u671f\u7684\u306a\u30ed\u30a4\u30e4\u30eb\u30ab\u30b9\u30bf\u30de\u30fc\u306e\u571f\u53f0\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u3058\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u5b9a\u671f\u7684\u306aKYC\u30ec\u30d3\u30e5\u30fc\u3068\u66f8\u985e\u306e\u66f4\u65b0\u3092\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3059\u308b\u306e\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\u3078\u3068\u30b9\u30e0\u30fc\u30ba\u306b\u6d41\u308c\u308b\u3002\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3068\u3057\u3066\u59cb\u307e\u3063\u305f\u3082\u306e\u304c\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30c4\u30fc\u30eb\u306b\u652f\u3048\u3089\u308c\u305f\u7d99\u7d9a\u7684\u306a\u95a2\u4fc2\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-a-compliant-digital-onboarding-journey\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8a2d\u8a08<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u521d\u65e5\u304b\u3089UX\u30c7\u30b6\u30a4\u30f3\u3092\u6cd5\u5f8b\u3084\u898f\u5236\u306e\u8981\u4ef6\u306b\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u5f8c\u3067\u30b3\u30b9\u30c8\u306e\u304b\u304b\u308b\u518d\u8a2d\u8a08\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u30dc\u30eb\u30c8\u30aa\u30f3\u3067\u306f\u306a\u304f\u3001\u30d3\u30eb\u30c8\u30a4\u30f3\u3055\u308c\u308b\u3079\u304d\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305a\u3001\u5404\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u5b8c\u5168\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u307e\u3057\u3087\u3046\u3002\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u3001\u5bcc\u88d5\u5c64\u3001\u6cd5\u4eba\u3001\u4fe1\u8a17\u3001\u8ca1\u56e3\u306a\u3069\u3001\u305d\u308c\u305e\u308c\u306e\u9867\u5ba2\u306b\u306f\u7570\u306a\u308b\u8981\u4ef6\u3084\u671f\u5f85\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u308c\u305e\u308c\u306e\u72b6\u6cc1\u306b\u5408\u308f\u305b\u305f\u4f53\u9a13\u3092\u9867\u5ba2\u306b\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5feb\u9069\u306a\u65c5\u306e\u305f\u3081\u306e\u8a2d\u8a08\u539f\u5247\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8a8d\u77e5\u7684\u8ca0\u8377\u3092\u8efd\u6e1b\u3059\u308b\u305f\u3081\u306b\u3001\u30b9\u30c6\u30c3\u30d7\u3054\u3068\u306e\u753b\u9762\u6570\u3092\u5236\u9650\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u9577\u3044KYC\u30d5\u30a9\u30fc\u30e0\u3092\u7ba1\u7406\u3057\u3084\u3059\u304f\u3059\u308b\u305f\u3081\u306b\u9032\u6357\u6307\u6a19\u3092\u4f7f\u7528\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u8cea\u554f\u3092\u30ab\u30c6\u30b4\u30ea\u30fc\u5225\u306b\u8ad6\u7406\u7684\u306b\u307e\u3068\u3081\u308b\uff08\u500b\u4eba\u3001\u7a0e\u91d1\u3001\u6295\u8cc7\u3001\u30ea\u30b9\u30af\uff09<\/li>\n\n\n\n<li>\u5404\u6bb5\u968e\u3067\u671f\u5f85\u3092\u660e\u78ba\u306b\u8a2d\u5b9a\u3059\u308b<\/li>\n\n\n\n<li>\u8907\u96d1\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u4fdd\u5b58\u3068\u518d\u958b\u6a5f\u80fd\u3092\u542b\u3080\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u96fb\u5b50\u7f72\u540d\u306e\u8981\u4ef6\u306f\u6cd5\u57df\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u3002EU\u306eeIDAS\u3084\u30b9\u30a4\u30b9\u306eZertES\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3067\u306f\u3001\u91d1\u878d\u5951\u7d04\u306b\u304a\u3044\u3066\u6709\u52b9\u306a\u96fb\u5b50\u7f72\u540d\u3092\u5b9a\u7fa9\u3057\u3066\u3044\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u6e96\u62e0\u3057\u305f\u7f72\u540d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u82f1\u8a9e\u3001\u30d5\u30e9\u30f3\u30b9\u8a9e\u3001\u30c9\u30a4\u30c4\u8a9e\u3001\u30a4\u30bf\u30ea\u30a2\u8a9e\u3067\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306b\u3068\u3063\u3066\u3001\u30a2\u30af\u30bb\u30b7\u30d3\u30ea\u30c6\u30a3\u3068\u591a\u8a00\u8a9e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u306f\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u6a5f\u68b0\u5b66\u7fd2\u306f\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u7ffb\u8a33\u3068\u9069\u5fdc\u306b\u5f79\u7acb\u3061\u307e\u3059\u304c\u3001\u4eba\u9593\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u304c\u6b63\u78ba\u3055\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u306b\u8ca0\u62c5\u3092\u304b\u3051\u308b\u3053\u3068\u306a\u304f\u3001FINMA\u3084EU\u306e\u6307\u4ee4\u3092\u6e80\u305f\u3059\u3088\u3046\u306b\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3092\u69cb\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001\u30d0\u30a4\u30aa\u30e1\u30c8\u30ea\u30c3\u30af\u8a8d\u8a3c\u3001\u66f8\u985e\u8a8d\u8a3c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u304c\u8ca0\u62c5\u306b\u611f\u3058\u308b\u3053\u3068\u306a\u304f\u30b7\u30f3\u30d7\u30eb\u306b\u306a\u308a\u307e\u3057\u305f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-building-trust-with-customers\">\u9867\u5ba2\u3068\u306e\u4fe1\u983c\u95a2\u4fc2\u69cb\u7bc9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fe1\u983c\u3092\u78ba\u7acb\u3059\u308b\u3053\u3068\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306e\u57fa\u672c\u3067\u3059\u3002\u65b0\u898f\u9867\u5ba2\u306b\u3068\u3063\u3066\u3001\u3042\u306a\u305f\u306e\u7d44\u7e54\u3068\u306e\u6700\u521d\u306e\u7d4c\u9a13\u306f\u3001\u95a2\u4fc2\u5168\u4f53\u306e\u30c8\u30fc\u30f3\u3092\u8a2d\u5b9a\u3057\u307e\u3059\u3002\u4fe1\u983c\u95a2\u4fc2\u306e\u69cb\u7bc9\u306f\u3001\u900f\u660e\u6027\u306e\u3042\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30e3\u30cd\u30eb\u304b\u3089\u59cb\u307e\u308a\u3001\u9867\u5ba2\u306f\u305d\u306e\u65c5\u3092\u901a\u3057\u3066\u3001\u8a71\u3092\u805e\u304d\u3001\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u3066\u3044\u308b\u3068\u611f\u3058\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u554f\u3044\u5408\u308f\u305b\u306b\u5bfe\u3059\u308b\u8fc5\u901f\u306a\u56de\u7b54\u3001\u5404\u30b9\u30c6\u30c3\u30d7\u306b\u95a2\u3059\u308b\u660e\u78ba\u306a\u8aac\u660e\u3001\u7d04\u675f\u306b\u5bfe\u3059\u308b\u4e00\u8cab\u3057\u305f\u30d5\u30a9\u30ed\u30fc\u30b9\u30eb\u30fc\u306f\u3059\u3079\u3066\u3001\u4fe1\u983c\u611f\u3068\u30d7\u30ed\u610f\u8b58\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u4fe1\u983c\u3092\u7bc9\u304f\u4e0a\u3067\u540c\u69d8\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u6697\u53f7\u5316\u3084\u751f\u4f53\u8a8d\u8a3c\u306a\u3069\u306e\u5805\u7262\u306a\u624b\u6bb5\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u306e\u6a5f\u5bc6\u60c5\u5831\u304c\u3042\u3089\u3086\u308b\u6bb5\u968e\u3067\u4fdd\u8b77\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u60c5\u5831\u306e\u4fdd\u8b77\u306b\u5bfe\u3059\u308b\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u793a\u3059\u3053\u3068\u306f\u3001\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3060\u3051\u3067\u306a\u304f\u3001\u30c7\u30fc\u30bf\u304c\u5b89\u5168\u306a\u624b\u306b\u59d4\u306d\u3089\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u9867\u5ba2\u306b\u5b89\u5fc3\u3055\u305b\u308b\u3053\u3068\u306b\u3082\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306f\u3001\u81ea\u5206\u305f\u3061\u306e\u30cb\u30fc\u30ba\u304c\u512a\u5148\u3055\u308c\u3001\u81ea\u5206\u305f\u3061\u306e\u60c5\u5831\u304c\u5927\u5207\u306b\u6271\u308f\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u77e5\u308c\u3070\u3001\u5fe0\u8aa0\u5fc3\u3092\u7dad\u6301\u3057\u3001\u4ed5\u4e8b\u306b\u5f93\u4e8b\u3057\u7d9a\u3051\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u304f\u306a\u308b\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u7bc9\u304b\u308c\u305f\u4fe1\u983c\u306f\u3001\u9577\u671f\u7684\u306a\u9867\u5ba2\u7dad\u6301\u3068\u5f37\u529b\u3067\u4e92\u6075\u7684\u306a\u95a2\u4fc2\u306e\u57fa\u790e\u3092\u7bc9\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-communication-channels-in-onboarding\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30e3\u30cd\u30eb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The choice and management of communication channels play a pivotal role in the onboarding process. Effective communication ensures that clients receive timely updates, understand what is required of them, and feel supported as they provide identity documents and other necessary information. Utilizing a mix of channels such as secure email, phone calls, video conferencing, and instant messaging allows businesses to cater to individual client preferences and the sensitivity of the information being exchanged.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8eab\u5206\u8a3c\u660e\u66f8\u3084\u6a5f\u5bc6\u30c7\u30fc\u30bf\u306e\u4f1d\u9001\u306b\u306f\u3001\u9867\u5ba2\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u4fdd\u8b77\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u3001\u5b89\u5168\u3067\u6697\u53f7\u5316\u3055\u308c\u305f\u30c1\u30e3\u30cd\u30eb\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u660e\u78ba\u3067\u4e00\u8cab\u6027\u306e\u3042\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u671f\u5f85\u3092\u8a2d\u5b9a\u3057\u3001\u6df7\u4e71\u3092\u6e1b\u3089\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u3068\u9867\u5ba2\u3068\u306e\u9593\u306b\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306e\u611f\u899a\u3092\u80b2\u3080\u306e\u306b\u5f79\u7acb\u3064\u3002\u9867\u5ba2\u304c\u8cea\u554f\u3057\u3084\u3059\u304f\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u53d7\u3051\u3084\u3059\u304f\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u3001\u6700\u521d\u306e\u3084\u308a\u53d6\u308a\u304b\u3089\u4fe1\u983c\u3092\u7bc9\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-experience-in-onboarding\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308b\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Delivering an outstanding customer experience during onboarding is key to achieving high client satisfaction and long-term success. Every interaction from the initial welcome to the completion of onboarding tasks shapes the client\u2019s perception of your business. A seamless, intuitive onboarding process that anticipates client needs and minimizes friction can significantly improve customer success and retention.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30dd\u30fc\u30c8\u3001\u30e6\u30fc\u30b6\u30fc\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bf\u30b9\u30af\u306e\u52b9\u7387\u7684\u306a\u5b8c\u4e86\u306f\u3059\u3079\u3066\u3001\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u8ca2\u732e\u3057\u307e\u3059\u3002\u660e\u78ba\u306a\u6307\u793a\u3001\u9032\u6357\u72b6\u6cc1\u306e\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3001\u30b5\u30dd\u30fc\u30c8\u3078\u306e\u5bb9\u6613\u306a\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306f\u5927\u5207\u306b\u3055\u308c\u3001\u7406\u89e3\u3055\u308c\u3066\u3044\u308b\u3068\u611f\u3058\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30a2\u30f3\u30b1\u30fc\u30c8\u3084\u30c0\u30a4\u30ec\u30af\u30c8\u30fb\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u306a\u3069\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u30fb\u30e1\u30ab\u30cb\u30ba\u30e0\u3092\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3067\u3001\u9867\u5ba2\u306f\u81ea\u5206\u306e\u7d4c\u9a13\u3084\u63d0\u6848\u3092\u5171\u6709\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u7d99\u7d9a\u7684\u306b\u6539\u5584\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u4f53\u9a13\u3092\u91cd\u8996\u3059\u308b\u3053\u3068\u306f\u3001\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u304c\u30d6\u30e9\u30f3\u30c9\u306e\u652f\u6301\u8005\u3068\u306a\u308b\u3053\u3068\u3092\u4fc3\u3057\u3001\u80af\u5b9a\u7684\u306a\u53e3\u30b3\u30df\u3084\u30ea\u30d4\u30fc\u30bf\u30fc\u306b\u3088\u308b\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-data-security-and-swiss-data-sovereignty\">\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b27\u5dde\u3068\u30b9\u30a4\u30b9\u306e\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u306e\u6240\u5728\u3068\u7ba1\u7406\u306f\u30e6\u30fc\u30b6\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3068\u540c\u3058\u304f\u3089\u3044\u91cd\u8981\u3067\u3042\u308b\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u5b58\u5728\u3059\u308b\u304b\u306b\u3088\u3063\u3066\u3001\u3069\u306e\u6cd5\u5f8b\u304c\u9069\u7528\u3055\u308c\u3001\u8ab0\u304c\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u304b\u304c\u6c7a\u307e\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u56fd\u306e\u7ba1\u8f44\u4e0b\u306b\u3042\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u30b9\u30a4\u30b9\u306e\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u30b9\u30a4\u30b9\u306e\u6cd5\u5f8b\u304c\u6a5f\u5bc6\u60c5\u5831\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3001\u4fdd\u6301\u3001\u4fdd\u8b77\u306b\u9069\u7528\u3055\u308c\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c8\u578b\u30af\u30e9\u30a6\u30c9\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u3092\u63d0\u4f9b\u3057\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044KYC\u8a18\u9332\u304c\u7ba1\u7406\u3055\u308c\u305f\u30a4\u30f3\u30d5\u30e9\u304b\u3089\u96e2\u308c\u308b\u3053\u3068\u304c\u306a\u3044\u3088\u3046\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u898f\u5236\u5f53\u5c40\u3092\u6e80\u8db3\u3055\u305b\u308b\u3068\u540c\u6642\u306b\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306b\u5b8c\u5168\u306a\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u4e0e\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u5b9f\u8df5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u7684<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8ee2\u9001\u4e2d\u304a\u3088\u3073\u9759\u6b62\u6642\u306e\u6697\u53f7\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u3092\u508d\u53d7\u304b\u3089\u5b88\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5f37\u529b\u306a\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3068\u30a2\u30af\u30bb\u30b9\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8ab0\u304c\u4f55\u3092\u898b\u308b\u304b\u3092\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8a73\u7d30\u306a\u76e3\u67fb\u30ed\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u898f\u5236\u5f53\u5c40\u306e\u691c\u67fb\u3092\u30b5\u30dd\u30fc\u30c8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u7dad\u6301\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5b9a\u671f\u7684\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a55\u4fa1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8106\u5f31\u6027\u306e\u7279\u5b9a\u3068\u5bfe\u51e6<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u95a2\u9023\u898f\u5236\u306b\u306f\u3001GDPR\u3001\u30b9\u30a4\u30b9FADP\u3001\u9280\u884c\u3001\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u4fdd\u967a\u4f1a\u793e\u306e\u30bb\u30af\u30bf\u30fc\u5225\u898f\u5247\u306a\u3069\u304c\u3042\u308b\u3002\u30d0\u30a4\u30aa\u30e1\u30c8\u30ea\u30c3\u30af\u30fb\u30c1\u30a7\u30c3\u30af\u3068\u30d0\u30a4\u30aa\u30e1\u30c8\u30ea\u30c3\u30af\u8a8d\u8a3c\u306f\u3001\u6a5f\u5fae\u306a\u500b\u4eba\u30c7\u30fc\u30bf\u306b\u95a2\u3059\u308b\u30c7\u30fc\u30bf\u4fdd\u8b77\u8981\u4ef6\u306b\u6e96\u62e0\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u6771\u3084\u30a2\u30b8\u30a2\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u306a\u304c\u3089\u3082\u3001\u4e2d\u7acb\u7684\u3067\u4fe1\u983c\u3067\u304d\u308b\u30c7\u30fc\u30bf\u30ed\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u3057\u3066\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u9078\u629e\u3059\u308b\u6a5f\u95a2\u3082\u3042\u308a\u307e\u3059\u3002\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u5b89\u5b9a\u6027\u306b\u5bfe\u3059\u308b\u30b9\u30a4\u30b9\u306e\u8a55\u5224\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u3066\u5e83\u304c\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001CRM\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u30921\u3064\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u96c6\u7d04\u3059\u308b\u3053\u3068\u3067\u3001\u898f\u5236\u5bfe\u8c61\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u30d9\u30f3\u30c0\u30fc\u306e\u6570\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30a2\u30af\u30bb\u30b9\u30dd\u30a4\u30f3\u30c8\u304c\u6e1b\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u30ea\u30b9\u30af\u304c\u4e0b\u304c\u308a\u3001\u30d9\u30f3\u30c0\u30fc\u7ba1\u7406\u304c\u30b7\u30f3\u30d7\u30eb\u306b\u306a\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/b7062c1f-66d9-437a-be3d-540349d1683e.png\" alt=\"\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u8a8d\u8a3c\u3001\u6307\u7d0b\u3001\u9854\u8a8d\u8b58\u3001\u30d5\u30a7\u30a4\u30b9\u30b9\u30ad\u30e3\u30f3\u3001\u30d1\u30b9\u30ef\u30fc\u30c9\u3001\u30ed\u30b0\u30a4\u30f3\u3001\u30b7\u30fc\u30eb\u30c9\u3001\u4fdd\u8b77\u3001\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30e2\u30d0\u30a4\u30eb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001\u30c7\u30b8\u30bf\u30eb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30a2\u30af\u30bb\u30b9\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u3001\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30bb\u30ad\u30e5\u30a2\u30a2\u30af\u30bb\u30b9\u3001\u6f2b\u753b\" style=\"width:840px;height:auto\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-onboarding-metrics\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30e1\u30c8\u30ea\u30af\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u52b9\u679c\u6e2c\u5b9a\u306f\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u3068\u7af6\u4e89\u529b\u306e\u7dad\u6301\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u4e3b\u8981\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6307\u6a19\u306b\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3001\u96e2\u8131\u7387\u3001\u5b9a\u7740\u7387\u306a\u3069\u304c\u3042\u308a\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u306f\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5408\u7406\u5316\u3059\u308b\u6a5f\u4f1a\u3092\u7279\u5b9a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u4e00\u65b9\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u304c\u9867\u5ba2\u306e\u671f\u5f85\u306b\u3069\u308c\u3060\u3051\u5fdc\u3048\u3066\u3044\u308b\u304b\u306b\u3064\u3044\u3066\u306e\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u91cd\u8981\u306a\u6307\u6a19\u306b\u7126\u70b9\u3092\u5f53\u3066\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u6700\u9069\u5316\u3057\u3001\u9867\u5ba2\u306e\u6210\u679c\u3092\u5411\u4e0a\u3055\u305b\u3001\u5e02\u5834\u3067\u306e\u5730\u4f4d\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-getting-started-with-digital-onboarding-using-investglass\">InvestGlass\u3092\u4f7f\u7528\u3057\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u958b\u59cb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u59cb\u3081\u308b\u306b\u3042\u305f\u3063\u3066\u3001\u4e00\u5ea6\u306b\u3059\u3079\u3066\u3092\u5909\u9769\u3059\u308b\u5fc5\u8981\u306f\u306a\u3044\u3002\u6bb5\u968e\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u5305\u62ec\u7684\u306a\u30ab\u30d0\u30fc\u306b\u5411\u3051\u3066\u69cb\u7bc9\u3057\u306a\u304c\u3089\u3001\u8fc5\u901f\u306a\u6210\u679c\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c1\u6bb5\u968e\uff1a\u51fa\u767a\u70b9\u3092\u9078\u3076<\/strong> 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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=\"5924\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/a> \u30681\u3064\u306eKYC\u307e\u305f\u306f\u5236\u88c1\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u3092\u63a5\u7d9a\u3059\u308b\u3002\u3053\u308c\u3089\u306e\u63a5\u7d9a\u306b\u3088\u308a\u3001\u696d\u52d9\u306e\u52b9\u7387\u5316\u3092\u5b9f\u73fe\u3059\u308b\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c4\u6bb5\u968e\uff1a\u8a66\u9a13\u904b\u7528\u3068\u6539\u826f<\/strong> \u9650\u3089\u308c\u305f\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3067\u30c6\u30b9\u30c8\u3092\u884c\u3044\u3001\u30e6\u30fc\u30b6\u30d3\u30ea\u30c6\u30a3\u3001\u5b8c\u4e86\u6642\u9593\u3001\u30a8\u30e9\u30fc\u7387\u306b\u95a2\u3059\u308b\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3059\u308b\u3002\u5f7c\u3089\u306e\u6d1e\u5bdf\u306f\u3001\u3088\u308a\u5e83\u7bc4\u56f2\u306b\u5c55\u958b\u3059\u308b\u524d\u306b\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u6539\u5584\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d5\u30a7\u30fc\u30ba5\uff1a\u6e2c\u5b9a\u3068\u30b9\u30b1\u30fc\u30eb<\/strong> \u7533\u8fbc\u5b8c\u4e86\u7387\u3001\u6700\u521d\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u304b\u3089\u53e3\u5ea7\u958b\u8a2d\u307e\u3067\u306e\u6642\u9593\u30011\u30d5\u30a1\u30a4\u30eb\u3042\u305f\u308a\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u4ecb\u5165\u56de\u6570\u3092\u6e2c\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u52b9\u679c\u3092\u5b9a\u91cf\u5316\u3059\u308b\u3002\u3053\u308c\u3089\u306e\u6307\u6a19\u306f\u4fa1\u5024\u3092\u5b9f\u8a3c\u3057\u3001\u8ffd\u52a0\u30bb\u30b0\u30e1\u30f3\u30c8\u3078\u306e\u62e1\u5927\u306e\u6307\u91dd\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b5\u30f3\u30c9\u30dc\u30c3\u30af\u30b9\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u5b9f\u88c5\u3092\u30b3\u30df\u30c3\u30c8\u3059\u308b\u524d\u306b\u3001\u30d0\u30f3\u30ad\u30f3\u30b0\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u7528\u306b\u8a2d\u5b9a\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u3001\u30d5\u30a9\u30fc\u30e0\u3001\u30dd\u30fc\u30bf\u30eb\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u306e\u8cea\u554f\u306f\u3001\u9280\u884c\u3001\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u4fdd\u967a\u4f1a\u793e\u304c\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306e\u4e00\u822c\u7684\u306a\u61f8\u5ff5\u3092\u53d6\u308a\u4e0a\u3052\u305f\u3082\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-implement-a-digital-onboarding-solution\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u5c0e\u5165\u306b\u304b\u304b\u308b\u671f\u9593<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306f\u7bc4\u56f2\u3068\u8907\u96d1\u3055\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u30a2\u30a6\u30c8\u30fb\u30aa\u30d6\u30fb\u30b6\u30fb\u30dc\u30c3\u30af\u30b9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u30921\u3064\u306e\u56fd\u30011\u3064\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5bfe\u3057\u3066\u96c6\u4e2d\u7684\u306b\u5c0e\u5165\u3059\u308b\u5834\u5408\u30013\u30f6\u6708\u304b\u30896\u30f6\u6708\u3067\u672c\u756a\u7a3c\u52d5\u304c\u53ef\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8907\u6570\u306e\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u3001\u8a00\u8a9e\u3001\u5546\u54c1\u3092\u30ab\u30d0\u30fc\u3059\u308b\u8907\u96d1\u306a\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u306e\u5834\u5408\u3001\u793e\u5185\u306e\u30ea\u30bd\u30fc\u30b9\u3084\u7d71\u5408\u8981\u4ef6\u306b\u3082\u3088\u308b\u304c\u30019\u30f6\u6708\u304b\u308912\u30f6\u6708\u304b\u304b\u308b\u3053\u3068\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e2\u5b58\u306eKYC\u30dd\u30ea\u30b7\u30fc\u3084\u6a19\u6e96\u30d5\u30a9\u30fc\u30e0\u3092\u518d\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u671f\u9593\u304c\u5927\u5e45\u306b\u77ed\u7e2e\u3055\u308c\u308b\u3002\u73fe\u5728\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u6587\u66f8\u5316\u3057\u3066\u3044\u308b\u7d44\u7e54\u306f\u3001\u30bc\u30ed\u304b\u3089\u59cb\u3081\u308b\u7d44\u7e54\u3088\u308a\u3082\u5c0e\u5165\u304c\u30b9\u30e0\u30fc\u30ba\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-digital-onboarding-fully-replace-face-to-face-meetings\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u5bfe\u9762\u5f0f\u4f1a\u8b70\u306b\u5b8c\u5168\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308c\u308b\u304b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u6cd5\u57df\u3067\u306f\u3001\u6a19\u6e96\u7684\u306a\u30ea\u30b9\u30af\u306e\u9867\u5ba2\u306b\u3064\u3044\u3066\u306f\u3001\u751f\u4f53\u8a8d\u8a3c\u307e\u305f\u306f\u30d3\u30c7\u30aa\u306b\u3088\u308b\u672c\u4eba\u78ba\u8a8d\u304c\u884c\u308f\u308c\u308b\u9650\u308a\u3001\u5b8c\u5168\u306a\u9060\u9694\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u8a8d\u3081\u3089\u308c\u3066\u3044\u308b\u3002\u5bfe\u9762\u8a8d\u8a3c\u306b\u4ee3\u308f\u308b\u30c7\u30b8\u30bf\u30eb\u8a8d\u8a3c\u306b\u5bfe\u5fdc\u3059\u308b\u898f\u5236\u3082\u5897\u3048\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d85\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u3084\u8907\u96d1\u306a\u69cb\u9020\u3092\u6301\u3064\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u5c11\u306a\u304f\u3068\u30821\u56de\u306f\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u884c\u3046\u304c\u3001\u305d\u308c\u3067\u3082\u6587\u66f8\u3084\u627f\u8a8d\u306f\u30c7\u30b8\u30bf\u30eb\u3067\u53d6\u308a\u8fbc\u3080\u3053\u3068\u304c\u591a\u3044\u3002\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u7d19\u306e\u53ce\u96c6\u3067\u306f\u306a\u304f\u3001\u95a2\u4fc2\u69cb\u7bc9\u306e\u305f\u3081\u306b\u884c\u308f\u308c\u308b\u3002.<\/p>\n\n\n\n<p 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client onboarding is the end to end process of verifying, approving and activating new clients fully online, from data capture to KYC and account opening. A well designed digital journey can reduce onboarding times from weeks to under 24 hours while staying compliant with KYC, AML and data protection rules. Integrating digital onboarding with a CRM such as InvestGlass, document checks and risk engines removes manual data entry and improves data accuracy. Swiss or local data sovereignty is essential for regulated financial institutions that need full control over client data storage and processing. This article provides a practical five step roadmap, actionable tips, concrete fintech examples, and guidance to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49061,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35,1299,95],"class_list":["post-49063","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking","tag-digital-sovereignty","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 Onboard Clients Digitally: A Step-by-Step Guide for Success<\/title>\n<meta name=\"description\" content=\"Master the art of digital client onboarding with our step-by-step guide, ensuring a smooth and effective transition. 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