{"id":49072,"date":"2026-02-11T14:12:13","date_gmt":"2026-02-11T13:12:13","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49072"},"modified":"2026-02-11T14:12:17","modified_gmt":"2026-02-11T13:12:17","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%e6%89%8b%e4%bd%9c%e6%a5%ad%e3%82%92%e6%b8%9b%e3%82%89","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-reduce-manual-work-for-financial-advisors\/","title":{"rendered":"\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3059\u65b9\u6cd5"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u307b\u3068\u3093\u3069\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u9031\u306e\u52b4\u50cd\u6642\u9593\u306e\u534a\u5206\u4ee5\u4e0a\u3092\u3001\u9867\u5ba2\u3068\u306e\u4f1a\u8a71\u306b\u89e6\u308c\u308b\u3053\u3068\u306e\u306a\u3044\u624b\u4f5c\u696d\u306b\u8cbb\u3084\u3057\u3066\u3044\u308b\u3002\u30c7\u30fc\u30bf\u5165\u529b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8\u4f5c\u6210\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u3001E\u30e1\u30fc\u30eb\u3067\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306a\u3069\u306f\u3001\u53ce\u76ca\u3092\u4e0a\u3052\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6df1\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306f\u305a\u306e\u6642\u9593\u3092\u6d88\u8cbb\u3059\u308b\u4f5c\u696d\u3060\u3002\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u7ba1\u7406\u696d\u52d9\u306e\u8ca0\u62c5\u309220\uff5e40\uff05\u524a\u6e1b\u3059\u308b\u5177\u4f53\u7684\u306a\u65b9\u6cd5\u3092\u7d39\u4ecb\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u52b9\u7387\u5316\u3068\u6642\u9593\u7ba1\u7406\u5165\u9580<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Efficiency and time management are at the heart of every successful financial advisory practice. In today\u2019s fast-paced financial services industry, advisors are expected to juggle a wide range of responsibilities from nurturing client relationships and delivering personalized financial planning, to keeping up with ever-changing market trends and handling a mountain of administrative tasks. Without a clear strategy for managing their time, even the most skilled financial advisors can find themselves overwhelmed by routine tasks that detract from client satisfaction and business growth.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u7387\u6027\u3092\u512a\u5148\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u53cd\u5fa9\u4f5c\u696d\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u6295\u8cc7\u7ba1\u7406\u3001\u9867\u5ba2\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u7a4d\u6975\u7684\u306a\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306a\u3069\u3001\u5f71\u97ff\u529b\u306e\u5927\u304d\u3044\u6d3b\u52d5\u306b\u8cb4\u91cd\u306a\u6642\u9593\u3092\u5272\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u30b7\u30d5\u30c8\u306f\u3001\u30b9\u30c8\u30ec\u30b9\u3084\u7cbe\u795e\u7684\u75b2\u52b4\u3092\u8efd\u6e1b\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u3088\u308a\u9ad8\u3044\u30ec\u30d9\u30eb\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u5168\u4f53\u7684\u306a\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002\u7af6\u4e89\u306e\u6fc0\u3057\u3044\u72b6\u6cc1\u306b\u304a\u3044\u3066\u3001\u6642\u9593\u3092\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3059\u308b\u80fd\u529b\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u304c\u500b\u4eba\u7684\u306a\u30bf\u30c3\u30c1\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u6301\u7d9a\u7684\u306b\u6210\u9577\u3059\u308b\u305f\u3081\u306e\u91cd\u8981\u306a\u5dee\u5225\u5316\u8981\u56e0\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6700\u9069\u5316\u3057\u3001\u624b\u4f5c\u696d\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u6700\u3082\u91cd\u8981\u306a\u3053\u3068\u3001\u3064\u307e\u308a\u4fe1\u983c\u306e\u69cb\u7bc9\u3001\u6210\u679c\u306e\u63d0\u4f9b\u3001\u9577\u671f\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u529f\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u5b9f\u7e3e\u306e\u3042\u308b\u6226\u7565\u3068\u30c4\u30fc\u30eb\u3092\u7d39\u4ecb\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u8981\u70b9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u5e38\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u306e\u81ea\u52d5\u5316\u3001InvestGlass\u306e\u3088\u3046\u306aCRM\u3067\u306e\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316\u3001\u696d\u52d9\u5168\u4f53\u306b\u308f\u305f\u308b\u53cd\u5fa9\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u6a19\u6e96\u5316\u306b\u3088\u3063\u3066\u3001\u6700\u3082\u65e9\u304f\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/li><li>\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3068\u5f37\u529b\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30d5\u30a1\u30fc\u30e0\u306f\u3001\u898f\u5236\u30ea\u30b9\u30af\u3092\u9ad8\u3081\u305f\u308a\u30c7\u30fc\u30bf\u4fdd\u8b77\u3092\u640d\u306a\u3063\u305f\u308a\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/li><li>\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3059\u3053\u3068\u3067\u3001\u5b9f\u969b\u306e\u9867\u5ba2\u3068\u306e\u6253\u3061\u5408\u308f\u305b\u3084\u898b\u8fbc\u307f\u5ba2\u63a2\u3057\u3001\u8907\u96d1\u306a\u8ca1\u52d9\u8a08\u753b\u306b\u4f7f\u3048\u308b\u6642\u9593\u304c\u76f4\u63a5\u7684\u306b\u5897\u3048\u3001\u53ce\u76ca\u304c\u5411\u4e0a\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002.<\/li><li>1\u6642\u9593\u7bc0\u7d04\u3059\u308b\u3054\u3068\u306b\u3001\u9867\u5ba2\u3068\u63a5\u3059\u308b\u6d3b\u52d5\u306e\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u306b\u76f4\u7d50\u3059\u308b\u305f\u3081\u3001\u5358\u72ec\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30d6\u30c6\u30a3\u30c3\u30af\u578b\u306e\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u3067\u3082\u5927\u304d\u306a\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308b\u3002.<\/li><li>\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u30b3\u30b9\u30c8\u3001\u5c0e\u5165\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u306b\u95a2\u3059\u308b\u5b9f\u7528\u7684\u306aFAQ\u3092\u7d39\u4ecb\u3057\u3066\u3044\u308b\u3002.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u624b\u4f5c\u696d\u3068\u7ba1\u7406\u696d\u52d9\u304c\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u8db3\u304b\u305b\u306b\u306a\u3063\u3066\u3044\u308b\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e1\u9031\u9593\u306e\u696d\u52d9\u306b\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306b\u3088\u308b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3001\u6587\u66f8\u51e6\u7406\u306a\u3069\u3001\u81ea\u52d5\u5316\u3067\u304d\u308b\u696d\u52d9\u304c\u307e\u3060\u4f55\u6642\u9593\u3082\u542b\u307e\u308c\u3066\u3044\u308b\u3002\u696d\u754c\u306e\u8abf\u67fb\u306b\u3088\u308b\u3068\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u9867\u5ba2\u3068\u63a5\u3059\u308b\u6642\u9593\u306f\u5168\u4f53\u306e30\uff05\u4ee5\u4e0b\u3067\u3042\u308a\u300140\uff05\u4ee5\u4e0a\u3092\u7ba1\u7406\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u6e96\u5099\u306b\u8cbb\u3084\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u4e0d\u5747\u8861\u306f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u5f37\u5316\u306b\u91cd\u70b9\u3092\u7f6e\u304f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3068\u3063\u3066\u3001\u6301\u7d9a\u53ef\u80fd\u306a\u3082\u306e\u3067\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65ad\u7247\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u304c\u6700\u5927\u306e\u554f\u984c\u3092\u5f15\u304d\u8d77\u3053\u3059\u3002\u9867\u5ba2\u60c5\u5831\u304c\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3001E\u30e1\u30fc\u30eb\u306e\u53d7\u4fe1\u30c8\u30ec\u30a4\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u7d19\u306e\u30d5\u30a1\u30a4\u30eb\u306b\u5206\u6563\u3057\u3066\u3044\u308b\u3068\u3001\u4e8c\u91cd\u5165\u529b\u3084\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u306e\u554f\u984c\u304c\u767a\u751f\u3059\u308b\u3002\u3042\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304cCRM\u3067\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u66f4\u65b0\u3057\u3066\u3044\u308b\u9593\u306b\u3001\u5225\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u7de8\u96c6\u3057\u3066\u3057\u307e\u3046\u3002\u3053\u306e\u3088\u3046\u306a\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u640d\u306a\u3044\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u982d\u75db\u306e\u7a2e\u3068\u306a\u308b\u30a8\u30e9\u30fc\u3092\u5f15\u304d\u8d77\u3053\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image\">\n<img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/dbe2fd35-13c9-416f-8052-f847c6ad0d4c.png\" alt=\"\u3053\u306e\u753b\u50cf\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u96d1\u7136\u3068\u3057\u305f\u30c7\u30b9\u30af\u306b\u5ea7\u308a\u3001\u66f8\u985e\u306e\u5c71\u3068\u3055\u307e\u3056\u307e\u306a\u30c7\u30fc\u30bf\u3092\u8868\u793a\u3059\u308b\u8907\u6570\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u753b\u9762\u306b\u56f2\u307e\u308c\u3066\u3044\u308b\u69d8\u5b50\u3092\u63cf\u3044\u3066\u3044\u308b\u3002\u3053\u306e\u30b7\u30fc\u30f3\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u80b2\u3080\u305f\u3081\u306b\u6642\u9593\u306e\u304b\u304b\u308b\u4e8b\u52d9\u4f5c\u696d\u3092\u4f34\u3046\u3053\u3068\u304c\u591a\u3044\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u591a\u5fd9\u306a\u74b0\u5883\u3092\u6d6e\u304d\u5f6b\u308a\u306b\u3057\u3066\u3044\u308b\u3002.\" >\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u4f5c\u696d\u306e\u96a0\u308c\u305f\u30b3\u30b9\u30c8\u306f\u3001\u6642\u9593\u306e\u6d6a\u8cbb\u306b\u3068\u3069\u307e\u3089\u306a\u3044\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u96a0\u308c\u305f\u30b3\u30b9\u30c8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u8a3a\u7642\u3078\u306e\u5f71\u97ff<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9045\u3044\u5fdc\u7b54\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u304c\u56de\u7b54\u3092\u5f85\u3064\u6642\u9593\u304c\u9577\u304f\u306a\u308a\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u4f4e\u4e0b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u3044\u30a8\u30e9\u30fc\u30ea\u30b9\u30af<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8aa4\u3063\u305f\u30c7\u30fc\u30bf\u5165\u529b\u304c\u4e0d\u9069\u5207\u306a\u63a8\u85a6\u306b\u3064\u306a\u304c\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9650\u3089\u308c\u305f\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b5\u30dd\u30fc\u30c8\u30b9\u30bf\u30c3\u30d5\u3092\u96c7\u7528\u3057\u306a\u3051\u308c\u3070\u3001\u3088\u308a\u591a\u304f\u306e\u4e16\u5e2f\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u76e3\u67fb\u3078\u306e\u9732\u51fa\u306e\u5897\u52a0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30de\u30cb\u30e5\u30a2\u30eb\u5316\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u3001\u898f\u5236\u5f53\u5c40\u304c\u767a\u898b\u3059\u308b\u30ae\u30e3\u30c3\u30d7\u304c\u6b8b\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7cbe\u795e\u7684\u75b2\u52b4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8907\u96d1\u306a\u8a08\u753b\u306b\u5fc5\u8981\u306a\u30a8\u30cd\u30eb\u30ae\u30fc\u3092\u6d88\u8017\u3059\u308b\u53cd\u5fa9\u4f5c\u696d<\/p><\/td><\/tr><\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3001EU\u3001\u82f1\u56fd\u306a\u3069\u306e\u898f\u5236\u5e02\u5834\u3067\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d7\u30ed\u30bb\u30b9\u3082\u30c1\u30fc\u30e0\u5168\u4f53\u306e\u30b9\u30c8\u30ec\u30b9\u3092\u5897\u5927\u3055\u305b\u308b\u3002\u76e3\u67fb\u3067\u3001\u7d19\u306e\u30a2\u30fc\u30ab\u30a4\u30d6\u3084\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u304b\u3089\u904e\u53bb3\u5e74\u5206\u306e\u3059\u3079\u3066\u306e\u9069\u6027\u6587\u66f8\u3092\u63a2\u3057\u51fa\u3059\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u3001\u305d\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u3044\u304b\u306b\u6642\u9593\u304c\u304b\u304b\u308a\u3001\u30ea\u30b9\u30af\u304c\u9ad8\u3044\u304b\u3092\u5b9f\u611f\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u30ed\u30dc\u30c6\u30a3\u30c3\u30af\u30fb\u30d7\u30ed\u30bb\u30b9\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff08RPA\uff09\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306b\u304a\u3051\u308b\u53cd\u5fa9\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u3046\u3057\u305f\u30eb\u30fc\u30c1\u30f3\u30fb\u30bf\u30b9\u30af\u3092\u5408\u7406\u5316\u3057\u3001\u30a8\u30e9\u30fc\u3092\u6e1b\u3089\u3057\u3001\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u81ea\u52d5\u5316\u3059\u308b\u524d\u306b\u73fe\u5728\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30de\u30c3\u30d7\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9f\u969b\u306b\u3069\u3053\u306b\u6642\u9593\u304c\u8cbb\u3084\u3055\u308c\u3066\u3044\u308b\u304b\u3092\u660e\u78ba\u306b\u628a\u63e1\u3057\u306a\u3044\u9650\u308a\u3001\u624b\u4f5c\u696d\u3092\u52b9\u7387\u7684\u306b\u6e1b\u3089\u3059\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002\u81ea\u52d5\u5316\u30c4\u30fc\u30eb\u3092\u9078\u3093\u3060\u308a\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u5909\u66f4\u3057\u305f\u308a\u3059\u308b\u524d\u306b\u3001\u7c21\u5358\u306a\u30bf\u30a4\u30e0\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306b2\u9031\u9593\u6295\u8cc7\u3057\u3066\u307f\u3088\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u671f\u9593\u4e2d\u3001\u3059\u3079\u3066\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u30b5\u30dd\u30fc\u30c8\u30fb\u30b9\u30bf\u30c3\u30d5\u306b\u3001\u7279\u5b9a\u306e\u30bf\u30b9\u30af\u306b\u8cbb\u3084\u3057\u305f\u6642\u9593\u3092\u8a18\u9332\u3059\u308b\u3088\u3046\u4f9d\u983c\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u66f8\u985e\u53ce\u96c6<\/li><li>KYC\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af<\/li><li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u898b\u76f4\u3057\u3068\u30ea\u30d0\u30e9\u30f3\u30b9<\/li><li>\u30ec\u30dd\u30fc\u30c8\u306e\u4f5c\u6210\u3068\u914d\u5e03<\/li><li>\u96fb\u5b50\u30e1\u30fc\u30eb\u306b\u3088\u308b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3068\u96fb\u8a71\u9023\u7d61<\/li><li>\u4f1a\u8b70\u306e\u6e96\u5099\u3068\u30e1\u30e2\u53d6\u308a<\/li><li>\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u7ba1\u7406\u306a\u3069\u306e\u7ba1\u7406\u696d\u52d9<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30c7\u30fc\u30bf\u3092\u3001\u4e3b\u8981\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30fb\u30de\u30c3\u30d7\u306b\u5909\u63db\u3057\u307e\u3059\u3002\u65b0\u898f\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u59cb\u3081\u307e\u3057\u3087\u3046\u3002\u4e00\u822c\u7684\u306b\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u6700\u3082\u624b\u4f5c\u696d\u304c\u591a\u304f\u3001\u696d\u52d9\u306e\u3042\u3089\u3086\u308b\u90e8\u5206\u306b\u95a2\u308f\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f8b\u73fe\u5728\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\uff08\u81ea\u52d5\u5316\u524d\uff09<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n\n<li>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u7d39\u4ecb\u3092\u53d7\u3051\u3001\u7d39\u4ecb\u306e\u96fb\u8a71\u3092\u304b\u3051\u308b\u3002<\/li>\n\n\n<li>\u7ba1\u7406\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8\u304c\u7d19\u307e\u305f\u306fPDF\u306e\u30d5\u30a9\u30fc\u30e0\u3092\u96fb\u5b50\u30e1\u30fc\u30eb\u3067\u9001\u4fe1<\/li>\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30d5\u30a9\u30fc\u30e0\u3092\u5370\u5237\u3057\u3001\u8a18\u5165\u3057\u3001\u30b9\u30ad\u30e3\u30f3\u3057\u3066\u623b\u3059<\/li>\n\n\n<li>\u30b9\u30bf\u30c3\u30d5\u304c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u624b\u5165\u529b<\/li>\n\n\n<li>\u540c\u3058\u60c5\u5831\u3092CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u518d\u5165\u529b\u3059\u308b<\/li>\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u304c\u5225\u30d5\u30a9\u30eb\u30c0\u3067\u66f8\u985e\u3092\u78ba\u8a8d<\/li>\n\n\n<li>\u30b9\u30bf\u30c3\u30d5\u304c\u96fb\u5b50\u30e1\u30fc\u30eb\u3067\u7d1b\u5931\u3057\u305fID\u306e\u30b3\u30d4\u30fc\u3092\u8981\u6c42<\/li>\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30b3\u30d4\u30fc\u3092\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u3068\u3057\u3066\u9001\u4fe1<\/li>\n\n\n<li>\u5916\u90e8\u30c4\u30fc\u30eb\u3067\u306e\u624b\u52d5PEP\u304a\u3088\u3073\u5236\u88c1\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/li>\n\n\n<li>\u7d50\u679c\u3092\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d5\u30a1\u30a4\u30eb\u306b\u30b3\u30d4\u30fc<\/li>\n\n\n<li>\u9069\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u3092\u5370\u5237\u3057\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3067\u8a18\u5165<\/li>\n\n\n<li>\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u624b\u5165\u529b\u3055\u308c\u305f\u56de\u7b54<\/li>\n\n\n<li>\u53e3\u5ea7\u958b\u8a2d\u30d5\u30a9\u30fc\u30e0\u306e\u4f5c\u6210\u3068\u7f72\u540d<\/li>\n\n\n<li>\u66f8\u985e\u3092\u30b9\u30ad\u30e3\u30f3\u3057\u3066\u5171\u6709\u30c9\u30e9\u30a4\u30d6\u306b\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0<\/li>\n\n\n<li>\u624b\u52d5\u3067\u30a6\u30a7\u30eb\u30ab\u30e0\u30e1\u30fc\u30eb\u3092\u4f5c\u6210\u3001\u9001\u4fe1<\/li>\n\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u4f5c\u696d\u306b\u3088\u3063\u3066\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3067\u51e6\u7406\u3067\u304d\u308b\u30eb\u30fc\u30c1\u30f3\u4f5c\u696d\u306b\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3044\u308b\u5834\u6240\u304c\u6b63\u78ba\u306b\u6d6e\u304d\u5f6b\u308a\u306b\u306a\u308b\u3002\u307b\u3068\u3093\u3069\u306e\u4f01\u696d\u3067\u306f\u30011\u56de\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b15\u304b\u308925\u306e\u500b\u5225\u306e\u624b\u4f5c\u696d\u30b9\u30c6\u30c3\u30d7\u304c\u542b\u307e\u308c\u3001\u305d\u306e\u591a\u304f\u306f\u540c\u3058\u9867\u5ba2\u60c5\u5831\u3092\u4f55\u5ea6\u3082\u5165\u529b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u3092\u81ea\u52d5\u5316\u3057\u3001\u30da\u30fc\u30d1\u30fc\u30ef\u30fc\u30af\u3092\u306a\u304f\u3059<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u306f\u901a\u5e38\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306b\u304a\u3044\u3066\u6700\u3082\u4e8b\u52d9\u91cf\u306e\u591a\u3044\u30d7\u30ed\u30bb\u30b9\u3067\u3042\u308a\u3001\u81ea\u52d5\u5316\u306e\u51fa\u767a\u70b9\u3068\u3057\u3066\u6700\u9069\u3067\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u3059\u3079\u3066\u306e\u65b0\u3057\u3044\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306b\u89e6\u308c\u3001\u4eca\u5f8c\u306e\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u57fa\u8abf\u3092\u6c7a\u3081\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%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=\"5930\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u65e2\u77e5\u306e\u30c7\u30fc\u30bf\u304c\u3042\u3089\u304b\u3058\u3081\u8a18\u5165\u3055\u308c\u305f\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u624b\u66f8\u304d\u3084\u9759\u7684\u306aPDF\u30d5\u30a1\u30a4\u30eb\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u898b\u8fbc\u307f\u5ba2\u304c\u9867\u5ba2\u306b\u306a\u308b\u3068\u304d\u3001\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u30ea\u30fc\u30c9\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u3067\u5f97\u305f\u57fa\u672c\u7684\u306a\u9023\u7d61\u5148\u60c5\u5831\u304c\u3059\u3067\u306b\u3042\u308b\u306f\u305a\u3067\u3059\u3002\u305d\u306e\u30c7\u30fc\u30bf\u306f\u81ea\u52d5\u7684\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a9\u30fc\u30e0\u306b\u6d41\u308c\u8fbc\u3080\u306f\u305a\u306a\u306e\u3067\u3001\u9867\u5ba2\u306f\u30bc\u30ed\u304b\u3089\u59cb\u3081\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u4e0d\u8db3\u3057\u3066\u3044\u308b\u8a73\u7d30\u3092\u78ba\u8a8d\u3057\u3001\u8ffd\u52a0\u3059\u308b\u3060\u3051\u3067\u6e08\u307f\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u3055\u308c\u305fID\u78ba\u8a8d\u3068\u66f8\u985e\u30ad\u30e3\u30d7\u30c1\u30e3\u306b\u3088\u308a\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u306e\u3084\u308a\u53d6\u308a\u304c\u4e0d\u8981\u306b\u306a\u308a\u307e\u3059\u3002\u6700\u65b0\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306e\u30ab\u30e1\u30e9\u3092\u4f7f\u3063\u3066\u3001\u5b89\u5168\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u304b\u3089\u30d1\u30b9\u30dd\u30fc\u30c8\u3001\u4f4f\u6240\u8a3c\u660e\u3001\u305d\u306e\u4ed6\u306e\u66f8\u985e\u3092\u76f4\u63a5\u30b9\u30ad\u30e3\u30f3\u3067\u304d\u307e\u3059\u3002\u30b7\u30b9\u30c6\u30e0\u306f\u6587\u66f8\u306e\u54c1\u8cea\u3092\u691c\u8a3c\u3057\u3001\u91cd\u8981\u306a\u30c7\u30fc\u30bf\u3092\u62bd\u51fa\u3057\u3001\u30ec\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306b\u3059\u3079\u3066\u3092\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u9001\u308a\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u3067\u53cd\u5fa9\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u4ecb\u5165\u3092\u6e1b\u3089\u3057\u3001\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u51e6\u7406\u3059\u308b\u30b9\u30a4\u30b9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30d5\u30a1\u30a4\u30eb\u306f\u81ea\u52d5\u7684\u306b\u9069\u5207\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u3001\u6c7a\u5b9a\u306f\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3067\u8a18\u9332\u3055\u308c\u3001\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u306f\u4e00\u7b87\u6240\u306b\u4fdd\u7ba1\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9ad8\u5ea6\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30c7\u30fc\u30bf\u6574\u7406\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3001\u5341\u5206\u306a\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u63d0\u6848\u3092\u884c\u3046\u3053\u3068\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3068\u540c\u6642\u306b\u3001\u30c1\u30fc\u30e0\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u8ca0\u8377\u3092\u5927\u5e45\u306b\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30fb\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3068\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u30fb\u30ec\u30d3\u30e5\u30fc\u306e\u81ea\u52d5\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u624b\u52d5\u3067\u671f\u9650\u3092\u8ffd\u8de1\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u306a\u308a\u307e\u3059\u3002\u6709\u52b9\u671f\u9650\u304c\u8a18\u8f09\u3055\u308c\u305f\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u7ba1\u7406\u3059\u308b\u4ee3\u308f\u308a\u306b\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u30ec\u30d3\u30e5\u30fc\u671f\u9650\u306e90\u65e5\u524d\u300160\u65e5\u524d\u300130\u65e5\u524d\u306b\u901a\u77e5\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u76f4\u63a5\u60c5\u5831\u3092\u66f4\u65b0\u3059\u308b\u305f\u3081\u306e\u5b89\u5168\u306a\u30ea\u30f3\u30af\u3092\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u9001\u4fe1\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b7\u30ca\u30ea\u30aa\u306e\u4f8b\uff1a<\/strong> \u30b8\u30e5\u30cd\u30fc\u30d6\u306e\u72ec\u7acb\u7cfb\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u65b0\u898f\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u624b\u7d9a\u304d\u306b3\uff5e5\u65e5\u3092\u8cbb\u3084\u3057\u3066\u3044\u305f\u3002\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a9\u30fc\u30e0\u3001\u81ea\u52d5\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u30fb\u30ad\u30e3\u30d7\u30c1\u30e3\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30fb\u30d9\u30fc\u30b9\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u5c0e\u5165\u3057\u305f\u3068\u3053\u308d\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u304c30\u5206\u4ee5\u5185\u306b\u77ed\u7e2e\u3055\u308c\u305f\u3002\u3053\u306e\u6642\u9593\u77ed\u7e2e\u306f\u3001\u5b9f\u969b\u306e\u9867\u5ba2\u3068\u306e\u9762\u8ac7\u3084\u898b\u8fbc\u307f\u5ba2\u7372\u5f97\u306e\u305f\u3081\u306e\u96fb\u8a71\u3092\u5897\u3084\u3059\u80fd\u529b\u306b\u76f4\u7d50\u3057\u305f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9CRM\u306b\u304a\u3051\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u60c5\u5831\u304c\u6563\u5728\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u554f\u984c\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u3067\u306f\u666e\u904d\u7684\u306a\u3082\u306e\u3060\u3002\u3042\u308b\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u9023\u7d61\u5148\u306e\u8a73\u7d30\u304c\u3001\u5225\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306b\u306f\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30e1\u30e2\u304c\u3001\u7d19\u306e\u30d5\u30a1\u30a4\u30eb\u306b\u306f\u9069\u6027\u6587\u66f8\u304c\u4fdd\u7ba1\u3055\u308c\u3066\u3044\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u65ad\u7247\u5316\u306b\u3088\u3063\u3066\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u3068\u306e\u3084\u308a\u3068\u308a\u306e\u305f\u3073\u306b\u3001\u8907\u6570\u306e\u30bd\u30fc\u30b9\u304b\u3089\u9867\u5ba2\u60c5\u5831\u3092\u63a2\u3057\u51fa\u3055\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u304f\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306b\u69cb\u7bc9\u3055\u308c\u305f\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3059\u3079\u3066\u3092\u4e00\u7b87\u6240\u306b\u4fdd\u5b58\u3059\u308b\u3053\u3068\u3067\u3053\u308c\u3092\u89e3\u6c7a\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9023\u7d61\u5148\u304a\u3088\u3073\u5bb6\u65cf\u60c5\u5831<\/li><li>\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u6295\u8cc7\u76ee\u7684<\/li><li>\u4f1a\u8b70\u30e1\u30e2\u3068\u901a\u8a71\u8a18\u9332<\/li><li>\u9069\u5408\u6027\u6587\u66f8\u3068\u540c\u610f\u8a18\u9332<\/li><li>\u30bf\u30b9\u30af\u30ea\u30b9\u30c8\u3068\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30ea\u30de\u30a4\u30f3\u30c0\u30fc<\/li><li>\u96fb\u5b50\u30e1\u30fc\u30eb\u901a\u4fe1\u5c65\u6b74<\/li><li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4fdd\u6709\u72b6\u6cc1\u3068\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30c7\u30fc\u30bf\uff08Tableau\u3084Power BI\u306a\u3069\u306e\u30c7\u30fc\u30bf\u53ef\u8996\u5316\u30fb\u5206\u6790\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u5e02\u5834\u52d5\u5411\u3001\u7d4c\u6e08\u6307\u6a19\u3092\u5305\u62ec\u7684\u306b\u628a\u63e1\u3057\u3001\u6295\u8cc7\u306e\u610f\u601d\u6c7a\u5b9a\u306b\u5f79\u7acb\u3066\u308b\u3002\uff09<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\">\n<img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/071081d1-acd0-484d-aeeb-e50da2399582.png\" alt=\"\u753b\u50cf\u306f\u3001\u5305\u62ec\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u8868\u793a\u3057\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u6307\u6a19\u3092\u5f37\u8abf\u3059\u308b\u5927\u578b\u30e2\u30cb\u30bf\u30fc\u3092\u5099\u3048\u305f\u3001\u30e2\u30c0\u30f3\u306a\u30aa\u30d5\u30a3\u30b9\u306e\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3092\u63cf\u3044\u305f\u3082\u306e\u3067\u3059\u3002\u3053\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5f37\u5316\u3057\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u7ba1\u7406\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u6700\u7d42\u7684\u306b\u4f01\u696d\u306f\u3088\u308a\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u80b2\u307f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.\" >\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u304b\u3089CRM\u3078\u306e\u81ea\u52d5\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u306b\u3088\u308a\u3001\u9867\u5ba2\u60c5\u5831\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u518d\u5165\u529b\u304c\u4e0d\u8981\u306b\u306a\u308a\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3057\u305f\u308a\u3001\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3092\u66f4\u65b0\u3057\u305f\u308a\u3059\u308b\u3068\u3001\u305d\u306e\u30c7\u30fc\u30bf\u306f\u8ab0\u3082\u624b\u4f5c\u696d\u3067\u30b3\u30d4\u30fc\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u5373\u5ea7\u306b\u30ec\u30b3\u30fc\u30c9\u306b\u8868\u793a\u3055\u308c\u308b\u306f\u305a\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3068\u3057\u3066\u3001\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u898f\u5236\u5f53\u5c40\u3084\u9867\u5ba2\u304c\u671f\u5f85\u3059\u308b\u30c7\u30fc\u30bf\u4fdd\u8b77\u57fa\u6e96\u306b\u59a5\u5354\u3059\u308b\u3053\u3068\u306a\u304f\u81ea\u52d5\u5316\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b\u3053\u3068\u306e\u5b9f\u969b\u7684\u306a\u5229\u70b9\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u80fd\u529b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u624b\u4f5c\u696d\u306e\u6392\u9664<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u81ea\u52d5\u8a18\u9332<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u30d5\u30a1\u30a4\u30eb\u306b\u901a\u4fe1\u6587\u3092\u30b3\u30d4\u30fc\u3057\u306a\u3044<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4f1a\u8b70\u7d50\u679c\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u5165\u529b\u304b\u3089\u76f4\u63a5\u30e1\u30e2\u3092\u540c\u671f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30bb\u30b0\u30e1\u30f3\u30c8 <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=\"5932\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u30ea\u30b9\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u624b\u52d5\u30b3\u30f3\u30d1\u30a4\u30eb\u306f\u4e0d\u8981<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u898f\u5236\u5f53\u5c40\u3078\u306e\u5831\u544a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u691c\u7d22\u306a\u3057\u3067\u5229\u7528\u53ef\u80fd\u306a\u76e3\u67fb\u30c7\u30fc\u30bf<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30bf\u30b9\u30af\u5272\u308a\u5f53\u3066<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306e\u81ea\u52d5\u8ffd\u8de1<\/p><\/td><\/tr><\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316\u306b\u3088\u308a\u3001\u624b\u52d5\u3067\u96c6\u8a08\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3084\u898f\u5236\u5831\u544a\u66f8\u306e\u4f5c\u6210\u3082\u5bb9\u6613\u306b\u306a\u308b\u3002\u3059\u3079\u3066\u30921\u3064\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u7ba1\u7406\u3059\u308c\u3070\u3001KYC\u306e\u66f4\u65b0\u304c\u5fc5\u8981\u306a\u9867\u5ba2\u3001\u9000\u8077\u304c\u8fd1\u3065\u3044\u3066\u3044\u308b\u9867\u5ba2\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u96c6\u4e2d\u3057\u3066\u3044\u308b\u9867\u5ba2\u306a\u3069\u306e\u30ea\u30b9\u30c8\u3092\u3001\u6570\u6642\u9593\u3067\u306f\u306a\u304f\u6570\u79d2\u3067\u5f15\u304d\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u5b9a\u671f\u7684\u306a\u8aee\u554f\u30d7\u30ed\u30bb\u30b9\u306e\u6a19\u6e96\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3069\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u4f1a\u793e\u3067\u3082\u3001\u3057\u3070\u3057\u3070\u305d\u306e\u5834\u9650\u308a\u306e\u624b\u4f5c\u696d\u3067\u7e70\u308a\u8fd4\u3055\u308c\u308b\u696d\u52d9\u304c\u3042\u308b\u3002\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u3001\u5546\u54c1\u5207\u308a\u66ff\u3048\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u5b9a\u671f\u7684\u306a\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u306f\u3001\u4f3c\u305f\u3088\u3046\u306a\u30d1\u30bf\u30fc\u30f3\u306b\u5f93\u3063\u3066\u3044\u308b\u304c\u3001\u305d\u306e\u90fd\u5ea6\u4f5c\u308a\u76f4\u3055\u308c\u3066\u3044\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u3084\u308a\u65b9\u306f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6642\u9593\u3092\u6d6a\u8cbb\u3057\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306b\u4e00\u8cab\u6027\u3092\u6b20\u304f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u6d3b\u52d5\u3092\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3084\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u4f7f\u3063\u3066\u6a19\u6e96\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u610f\u601d\u6c7a\u5b9a\u3084\u7e70\u308a\u8fd4\u3057\u306e\u4e0b\u66f8\u304d\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u306e\u30d7\u30ed\u30bb\u30b9\u304c\u30b9\u30c6\u30c3\u30d7\u3054\u3068\u306b\u6587\u66f8\u5316\u3055\u308c\u3066\u3044\u308c\u3070\u3001\u3069\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3082\u4e00\u8cab\u3057\u3066\u5b9f\u884c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u306a\u30b7\u30ca\u30ea\u30aa\u306e\u305f\u3081\u306e\u6a19\u6e96\u7684\u306a\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u3092\u4f5c\u6210\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5bcc\u88d5\u5c64\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/li><li>\u8907\u6570\u306e\u7f72\u540d\u4eba\u304c\u3044\u308b\u6cd5\u4eba\u53e3\u5ea7\u306e\u53d6\u308a\u6271\u3044<\/li><li>\u6295\u8cc7\u63d0\u6848\u66f8\u306e\u4f5c\u6210<\/li><li>\u9000\u8077\u30d7\u30e9\u30f3\u306e\u898b\u76f4\u3057<\/li><li>\u53d7\u53d6\u4eba\u5909\u66f4\u306e\u624b\u7d9a\u304d<\/li><li>\u5e02\u5834\u30a4\u30d9\u30f3\u30c8\u3078\u306e\u5bfe\u5fdc<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u81ea\u52d5\u7684\u306b\u30bf\u30b9\u30af\u3092\u5272\u308a\u5f53\u3066\u3001\u5185\u90e8\u901a\u77e5\u3092\u9001\u4fe1\u3057\u3001\u4e8b\u524d\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u30eb\u30fc\u30eb\u306b\u5f93\u3063\u3066\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u6d3b\u52d5\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30ec\u30d3\u30e5\u30fc\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u5b8c\u4e86\u3068\u30de\u30fc\u30af\u3059\u308b\u3068\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u81ea\u52d5\u7684\u306b\u6b21\u56de\u306e\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u3092\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3057\u3001\u30b5\u30dd\u30fc\u30c8\u30b9\u30bf\u30c3\u30d5\u306b\u6587\u66f8\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u5272\u308a\u5f53\u3066\u3001\u9867\u5ba2\u306b\u6e80\u8db3\u5ea6\u8abf\u67fb\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f8b<\/strong> \u3042\u308b\u30de\u30eb\u30c1\u30fb\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u3067\u306f\u3001\u6a19\u6e96\u7684\u306a10\u6bb5\u968e\u306e\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u5b9a\u7fa9\u3057\u3066\u3044\u308b\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u5404\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3054\u3068\u306b\u9069\u5207\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u30c8\u30ea\u30ac\u30fc\u3055\u308c\u308b\u3002\u30b9\u30c6\u30c3\u30d7\u306b\u306f\u3001\u30d1\u30e9\u30d7\u30e9\u30f3\u30ca\u30fc\u306e\u6e96\u5099\u30bf\u30b9\u30af\u3001\u6587\u66f8\u4f5c\u6210\u3001\u4f1a\u8b70\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3001\u4f1a\u8b70\u5f8c\u306e\u30e1\u30e2\u8981\u4ef6\u3001\u30a2\u30af\u30b7\u30e7\u30f3\u30a2\u30a4\u30c6\u30e0\u306e\u8ffd\u8de1\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u4ee5\u524d\u306f3\u4eba\u306e\u30b9\u30bf\u30c3\u30d5\u304c\u624b\u4f5c\u696d\u3067\u8abf\u6574\u3059\u308b\u5fc5\u8981\u304c\u3042\u3063\u305f\u3082\u306e\u304c\u3001\u4eca\u3067\u306f\u6700\u5c0f\u9650\u306e\u76e3\u7763\u3067\u5b9f\u884c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a19\u6e96\u5316\u306b\u3088\u308a\u3001\u65b0\u3057\u3044\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3082\u7c21\u7d20\u5316\u3055\u308c\u307e\u3059\u3002\u975e\u516c\u5f0f\u306a\u77e5\u8b58\u306e\u4f1d\u9054\u306b\u983c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u6587\u66f8\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u306b\u3088\u3063\u3066\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u521d\u65e5\u304b\u3089\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u500b\u3005\u306e\u30b9\u30bf\u30c3\u30d5\u306e\u77e5\u8b58\u3078\u306e\u4f9d\u5b58\u5ea6\u304c\u4e0b\u304c\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u304c\u3088\u308a\u5f3e\u529b\u7684\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u5b9a\u578b\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306bAI\u3068\u81ea\u52d5\u5316\u3092\u6d3b\u7528\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u540c\u3058\u3088\u3046\u306a\u8cea\u554f\u306b\u8fd4\u4fe1\u3057\u305f\u308a\u3001\u7e70\u308a\u8fd4\u3057\u6700\u65b0\u60c5\u5831\u3092\u9001\u3063\u305f\u308a\u3059\u308b\u3053\u3068\u306b\u304b\u306a\u308a\u306e\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3044\u308b\u3002\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u78ba\u8a8d\u3001\u8cc7\u6599\u8acb\u6c42\u3001\u5b9a\u671f\u7684\u306a\u30cb\u30e5\u30fc\u30b9\u30ec\u30bf\u30fc\u3001\u5e02\u5834\u306e\u89e3\u8aac\u306a\u3069\u306f\u3001\u4e88\u6e2c\u53ef\u80fd\u306a\u30d1\u30bf\u30fc\u30f3\u306b\u5f93\u3063\u3066\u3044\u308b\u3002\u3053\u308c\u3053\u305d\u3001\u81ea\u52d5\u5316\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068 <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=\"5931\">\u4eba\u5de5\u77e5\u80fd<\/a> \u81a8\u5927\u306a\u6642\u9593\u306e\u7bc0\u7d04\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">E\u30e1\u30fc\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3068\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306f\u3001\u4e00\u822c\u7684\u306a\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u30ab\u30d0\u30fc\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a2\u30b8\u30a7\u30f3\u30c0\u3068\u5834\u6240\u306e\u8a73\u7d30\u304c\u8a18\u8f09\u3055\u308c\u305f\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u78ba\u8a8d\u66f8<\/li><li>\u5b89\u5168\u306a\u30dd\u30fc\u30bf\u30eb\u30fb\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u30fb\u30ea\u30f3\u30af\u3092\u4f7f\u7528\u3057\u305f\u6587\u66f8\u30ea\u30af\u30a8\u30b9\u30c8<\/li><li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30cf\u30a4\u30e9\u30a4\u30c8\u3092\u304a\u5c4a\u3051\u3059\u308b\u5b63\u520a\u30cb\u30e5\u30fc\u30b9\u30ec\u30bf\u30fc<\/li><li>\u8a95\u751f\u65e5\u30fb\u8a18\u5ff5\u65e5\u306e\u3054\u6328\u62f6<\/li><li>\u898f\u5236\u60c5\u5831\u958b\u793a\u306e\u66f4\u65b0<\/li><li>\u5e02\u5834\u30a4\u30d9\u30f3\u30c8\u89e3\u8aac<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067AI\u3092\u642d\u8f09\u3057\u305f\u30c4\u30fc\u30eb\u306f\u3001\u5fdc\u7b54\u3092\u63d0\u6848\u3057\u3001\u53d7\u4fe1\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u5206\u985e\u3057\u3001\u91cd\u8981\u306a\u9867\u5ba2\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u306b\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u7dca\u6025\u306e\u4f9d\u983c\u3092\u7279\u5b9a\u3059\u308b\u305f\u3081\u306b\u3059\u3079\u3066\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u306b\u76ee\u3092\u901a\u3059\u4ee3\u308f\u308a\u306b\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u91cd\u8981\u306a\u3082\u306e\u3092\u6d6e\u304d\u5f6b\u308a\u306b\u3057\u3001\u5b9f\u7528\u7684\u306a\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6642\u9593\u3092\u7bc0\u7d04\u3059\u308b\u5177\u4f53\u7684\u306a\u81ea\u52d5\u5316\u306e\u4f8b<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u304c\u65b0\u3057\u3044\u4f4f\u6240\u8a3c\u660e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u3001\u5b89\u5168\u306a\u30dd\u30fc\u30bf\u30eb\u30ea\u30f3\u30af\u3092\u81ea\u52d5\u7684\u306b\u9001\u4fe1\u3059\u308b\u3002<\/li><li>\u8acb\u6c42\u3057\u305f\u8cc7\u6599\u304c5\u55b6\u696d\u65e5\u4ee5\u5185\u306b\u5230\u7740\u3057\u306a\u304b\u3063\u305f\u5834\u5408\u3001\u8cc7\u6599\u306e\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u3002<\/li><li>\u8907\u96d1\u306a\u554f\u3044\u5408\u308f\u305b\u3092\u5c02\u9580\u5bb6\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3057\u3001\u81ea\u52d5\u5fdc\u7b54\u3067\u627f\u8a8d\u3059\u308b\u3002<\/li><li>\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u7d50\u679c\u306b\u57fa\u3065\u3044\u3066\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306eE\u30e1\u30fc\u30eb\u3092\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3059\u308b<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u52d5\u5411\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u52d5\u304d\u306b\u9023\u52d5\u3057\u305f\u30eb\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c8\u30ea\u30ac\u30fc\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u306a\u3057\u3067\u9867\u5ba2\u306b\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u5b9a\u7fa9\u3057\u305f\u95be\u5024\u3092\u8d85\u3048\u3066\u4e0b\u843d\u3057\u305f\u5834\u5408\u3001\u81ea\u52d5\u7684\u306b\u30b3\u30e1\u30f3\u30c8\u3092\u9001\u4fe1\u3059\u308b\u3088\u3046\u306b\u30b7\u30b9\u30c6\u30e0\u3092\u8a2d\u5b9a\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u5411\u4e0a\u3059\u308b\u3068\u540c\u6642\u306b\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u76e3\u8996\u304c\u4e0d\u8981\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u3057\u3066\u3082\u3001\u500b\u4eba\u7684\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306f\u53ef\u80fd\u3067\u3042\u308b\u3079\u304d\u3060\u3002AI\u306e\u63d0\u6848\u3092\u51fa\u767a\u70b9\u3068\u3057\u3066\u4f7f\u3044\u3001\u91cd\u8981\u306a\u90e8\u5206\u306b\u306f\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u9069\u5fdc\u3055\u305b\u308b\u3002\u30b4\u30fc\u30eb\u306f\u3001\u9867\u5ba2\u304c\u91cd\u8996\u3059\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u767d\u7d19\u75c7\u5019\u7fa4\u3092\u907f\u3051\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u3059\u3079\u3066\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u30bc\u30ed\u304b\u3089\u8d77\u8349\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u7d20\u65e9\u304f\u898b\u76f4\u3057\u3001\u8abf\u6574\u3057\u3001\u9001\u4fe1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3068\u30ec\u30dd\u30fc\u30c8\u306e\u7d71\u5408\u306b\u3088\u308b\u4e8c\u91cd\u5165\u529b\u306e\u56de\u907f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306f\u3001\u3044\u307e\u3060\u306b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u30c7\u30fc\u30bf\u3092\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3057\u3001\u624b\u4f5c\u696d\u3067\u9867\u5ba2\u30ec\u30dd\u30fc\u30c8\u3084\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u4f5c\u6210\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306f\u30a8\u30e9\u30fc\u3092\u5f15\u304d\u8d77\u3053\u3057\u3001\u6642\u9593\u3092\u6d6a\u8cbb\u3057\u3001\u30c7\u30fc\u30bf\u304c\u5909\u66f4\u3055\u308c\u305f\u77ac\u9593\u306b\u53e4\u3044\u60c5\u5831\u3092\u751f\u6210\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306b\u30ea\u30f3\u30af\u3055\u308c\u305f\u7d71\u5408\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3092\u6392\u9664\u3057\u3001\u4fdd\u6709\u9298\u67c4\u3001\u8a55\u4fa1\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6570\u5024\u3092\u5e38\u306b\u540c\u671f\u3055\u305b\u307e\u3059\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30b7\u30b9\u30c6\u30e0\u304c\u66f4\u65b0\u3055\u308c\u308b\u3068\u3001\u30ec\u30dd\u30fc\u30c8\u306f\u81ea\u52d5\u7684\u306b\u6700\u65b0\u30c7\u30fc\u30bf\u3092\u53cd\u6620\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30f3\u30af\u30ea\u30c3\u30af\u307e\u305f\u306f\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3055\u308c\u305f\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u306b\u3088\u308a\u3001\u6700\u65b0\u30c7\u30fc\u30bf\u3092\u542b\u3080\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3057\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u307e\u305f\u306fPDF\u3068\u3057\u3066\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6570\u5024\u3092\u30b3\u30d4\u30fc\u3057\u305f\u308a\u3001\u8868\u3092\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3057\u305f\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u4e0d\u4e00\u81f4\u3092\u8abf\u6574\u3057\u305f\u308a\u3059\u308b\u5fc5\u8981\u306f\u3082\u3046\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u6a5f\u80fd\u304c\u3042\u308a\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3084\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u63a5\u7d9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u9593\u3067\u7e70\u308a\u8fd4\u3055\u308c\u308b\u30c7\u30fc\u30bf\u5165\u529b\u3092\u6392\u9664\u3057\u3001\u8ab0\u3082\u304c\u540c\u3058\u6b63\u78ba\u306a\u8a18\u9332\u304b\u3089\u4f5c\u696d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f8b<\/strong> \u3042\u308b\u30d6\u30c6\u30a3\u30c3\u30af\u30fb\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u4ee5\u524d\u3001\u9867\u5ba2\u30ec\u30dd\u30fc\u30c8\u306e\u4f5c\u6210\u306b\u56db\u534a\u671f\u3054\u3068\u306b3\u65e5\u3092\u8cbb\u3084\u3057\u3066\u3044\u305f\u3002\u30b9\u30bf\u30c3\u30d5\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c7\u30fc\u30bf\u3092\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3057\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u518d\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3057\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6570\u5024\u3092\u624b\u4f5c\u696d\u3067\u8a08\u7b97\u3057\u3001\u500b\u3005\u306ePDF\u3092\u7d44\u307f\u7acb\u3066\u3066\u3044\u307e\u3057\u305f\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30b7\u30b9\u30c6\u30e0\u3092InvestGlass\u306e\u5831\u544a\u66f8\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3068\u7d71\u5408\u3057\u305f\u5f8c\u3001\u56db\u534a\u671f\u5831\u544a\u66f8\u306e\u4f5c\u6210\u306f4\u6642\u9593\u306b\u77ed\u7e2e\u3055\u308c\u307e\u3057\u305f\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u4f5c\u696d\u306e\u4ee3\u308f\u308a\u306b\u3001\u9867\u5ba2\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u6642\u9593\u3092\u5272\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305f\u3001\u3088\u308a\u826f\u3044\u30c7\u30fc\u30bf\u7d71\u5408\u306f\u3001\u4f59\u5206\u306a\u624b\u4f5c\u696d\u306b\u3088\u308b\u7167\u5408\u3092\u884c\u3046\u3053\u3068\u306a\u304f\u3001\u3088\u308a\u6b63\u78ba\u306a\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3068\u30ea\u30b9\u30af\u7ba1\u7406\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u30b7\u30b9\u30c6\u30e0\u304c\u30c7\u30fc\u30bf\u3092\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u5171\u6709\u3059\u308b\u3053\u3068\u3067\u3001\u554f\u984c\u3092\u65e9\u671f\u306b\u767a\u898b\u3057\u3001\u3088\u308a\u5c11\u306a\u3044\u52b4\u529b\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u76e3\u67fb\u6e96\u5099\u306e\u5408\u7406\u5316<\/h2>\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\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af\u3084\u76e3\u67fb\u6e96\u5099\u304c\u624b\u4f5c\u696d\u306e\u4e3b\u306a\u539f\u56e0\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u6587\u66f8\u3092\u63a2\u3057\u3001\u627f\u8a8d\u3092\u8ffd\u8de1\u3057\u3001\u898f\u5236\u5f53\u5c40\u306e\u305f\u3081\u306b\u8a3c\u62e0\u3092\u307e\u3068\u3081\u308b\u3053\u3068\u306f\u3001\u30b9\u30bf\u30c3\u30d5\u306e\u6642\u9593\u3092\u4f55\u65e5\u3082\u8cbb\u3084\u3059\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image\">\n<img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/ad7c0218-0f30-42e1-9dff-bb1e2c7ccdb1.png\" alt=\"\u3053\u306e\u753b\u50cf\u306f\u3001\u8fd1\u4ee3\u7684\u306a\u30aa\u30d5\u30a3\u30b9\u74b0\u5883\u3067\u3001\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u304c\u30bf\u30d6\u30ec\u30c3\u30c8\u3067\u71b1\u5fc3\u306b\u66f8\u985e\u3092\u78ba\u8a8d\u3057\u3066\u3044\u308b\u69d8\u5b50\u3092\u8868\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30b7\u30fc\u30f3\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3059\u3053\u3068\u306e\u91cd\u8981\u6027\u3092\u5f37\u8abf\u3057\u3001\u6700\u7d42\u7684\u306b\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u3001\u3088\u308a\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u80b2\u3093\u3067\u3044\u308b\u3002.\" >\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3088\u308a\u3001\u6295\u8cc7\u6226\u7565\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u8cc7\u6599\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u6d3b\u52d5\u306e\u627f\u8a8d\u30b9\u30c6\u30c3\u30d7\u3092\u3001\u7d42\u308f\u308a\u306e\u306a\u3044\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u9023\u9396\u306a\u3057\u306b\u5b9f\u65bd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u63d0\u6848\u66f8\u306b\u627f\u8a8d\u304c\u5fc5\u8981\u306a\u5834\u5408\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u305d\u308c\u3092\u9069\u5207\u306a\u30ec\u30d3\u30e5\u30a2\u30fc\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3057\u3001\u6c7a\u5b9a\u3092\u8ffd\u8de1\u3057\u3001\u7d50\u679c\u3092\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3067\u8a18\u9332\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u5143\u5316\u3055\u308c\u305f\u6587\u66f8\u4fdd\u7ba1\u306b\u3088\u308a\u3001\u3059\u3079\u3066\u306e\u9069\u5408\u6027\u5831\u544a\u66f8\u3001KYC\u30d5\u30a9\u30fc\u30e0\u3001\u540c\u610f\u6587\u66f8\u304c\u9867\u5ba2\u8a18\u9332\u306b\u30ea\u30f3\u30af\u3055\u308c\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9069\u6027\u8a55\u4fa1\u3068\u65e5\u4ed8\u5165\u308a\u627f\u8a8d<\/li><li>\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u30a2\u30f3\u30b1\u30fc\u30c8\u3068\u66f4\u65b0<\/li><li>\u6295\u8cc7\u63d0\u6848\u8cc7\u6599<\/li><li>\u9867\u5ba2\u306e\u540c\u610f\u8a18\u9332<\/li><li>\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30ed\u30b0<\/li><li>\u82e6\u60c5\u51e6\u7406\u8a18\u9332<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u3088\u308a\u3001\u76e3\u67fb\u30c1\u30fc\u30e0\u306f\u3044\u3064\u8ab0\u304c\u4f55\u3092\u627f\u8a8d\u3057\u305f\u304b\u306e\u5b8c\u5168\u306a\u30c7\u30b8\u30bf\u30eb\u8a3c\u8de1\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u6a5f\u80fd\u306b\u3088\u308a\u3001\u898f\u5236\u691c\u67fb\u4e2d\u306b\u30d5\u30a1\u30a4\u30eb\u30ad\u30e3\u30d3\u30cd\u30c3\u30c8\u3001\u5171\u6709\u30c9\u30e9\u30a4\u30d6\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u30a2\u30fc\u30ab\u30a4\u30d6\u3092\u691c\u7d22\u3059\u308b\u6642\u9593\u3092\u5236\u9650\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5236\u88c1\u63aa\u7f6e\u3001PEP\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u6709\u5bb3\u30e1\u30c7\u30a3\u30a2\u306b\u95a2\u3059\u308b\u81ea\u52d5\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30c1\u30a7\u30c3\u30af\u306f\u30d0\u30c3\u30af\u30b0\u30e9\u30a6\u30f3\u30c9\u3067\u5b9f\u884c\u3055\u308c\u3001\u5fc5\u8981\u306a\u5834\u5408\u306b\u306e\u307f\u30a2\u30e9\u30fc\u30c8\u304c\u8868\u793a\u3055\u308c\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001\u624b\u52d5\u3067\u3059\u3079\u3066\u306e\u30c1\u30a7\u30c3\u30af\u3092\u5b9f\u884c\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u771f\u306e\u554f\u984c\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a19\u6e96\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u6307\u6a19\u306e\u96c6\u8a08\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3082\u306e\u3067\u3059\u3002\u671f\u9650\u5207\u308c\u306eKYC\u30ec\u30d3\u30e5\u30fc\u3084\u9069\u5408\u6027\u8a3c\u660e\u66f8\u306e\u4e0d\u5099\u3092\u793a\u3059\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u4ee3\u308f\u308a\u306b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306e\u72b6\u6cc1\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u53ef\u8996\u5316\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u610f\u601d\u6c7a\u5b9a\u6a5f\u80fd\u306b\u3088\u308a\u3001\u76e3\u67fb\u3067\u6307\u6458\u3055\u308c\u308b\u524d\u306b\u30ae\u30e3\u30c3\u30d7\u306b\u5bfe\u51e6\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30b5\u30dd\u30fc\u30c8\u4f53\u5236\u3092\u69cb\u7bc9\u3057\u3001\u52b9\u679c\u7684\u306b\u59d4\u4efb\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3069\u3093\u306a\u306b\u512a\u308c\u305f\u81ea\u52d5\u5316\u30c4\u30fc\u30eb\u3067\u3082\u3001\u4eba\u9593\u306e\u6ce8\u610f\u3092\u5fc5\u8981\u3068\u3059\u308b\u696d\u52d9\u306f\u6b8b\u3055\u308c\u3066\u3044\u308b\u3002\u9069\u5207\u306a\u30b5\u30dd\u30fc\u30c8\u4f53\u5236\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u69cb\u7bc9\u306b\u96c6\u4e2d\u3057\u3001\u4ed6\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u696d\u52d9\u306e\u8a73\u7d30\u3092\u51e6\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u4ee3\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30c1\u30fc\u30e0\u306b\u304a\u3051\u308b\u5178\u578b\u7684\u306a\u5f79\u5272\u3068\u305d\u306e\u8cac\u4efb\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u5f79\u5272<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u8cac\u4efb<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u81ea\u5206\u305f\u3061\u3067\u3067\u304d\u308b\u4ed5\u4e8b<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30d1\u30e9\u30d7\u30e9\u30f3\u30ca\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c6\u30af\u30cb\u30ab\u30eb\u30b5\u30dd\u30fc\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8abf\u67fb\u3001\u5206\u6790\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b5\u30fc\u30d3\u30b9\u30fb\u30a2\u30bd\u30b7\u30a8\u30a4\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e8b\u52d9\u30b5\u30dd\u30fc\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f1a\u8b70\u65e5\u7a0b\u8abf\u6574\u3001\u66f8\u985e\u30d5\u30a9\u30ed\u30fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u696d\u52d9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7167\u5408\u3001\u30c7\u30fc\u30bf\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u898f\u5236\u652f\u63f4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>KYC\u30c1\u30a7\u30c3\u30af\u3001\u66f8\u985e\u5be9\u67fb<\/p><\/td><\/tr><\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u78ba\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u5171\u6709\u3055\u308c\u305fCRM\u306f\u3001\u59d4\u4efb\u3092\u3088\u308a\u5b89\u5168\u306a\u3082\u306e\u306b\u3059\u308b\u3002\u5404\u30bf\u30b9\u30af\u306f\u3001\u500b\u4eba\u306e\u53d7\u4fe1\u30c8\u30ec\u30a4\u3067\u51e6\u7406\u3055\u308c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u8ffd\u8de1\u3055\u308c\u3001\u6587\u66f8\u5316\u3055\u308c\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u6f0f\u308c\u304c\u306a\u3044\u3053\u3068\u3092\u78ba\u4fe1\u3057\u3066\u4ed5\u4e8b\u3092\u5272\u308a\u5f53\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30dd\u30fc\u30c8\u30fb\u30b9\u30bf\u30c3\u30d5\u306e\u96c7\u7528\u3092\u6b63\u5f53\u5316\u3067\u304d\u306a\u3044\u5c0f\u898f\u6a21\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30d5\u30a1\u30fc\u30e0\u306f\u3001\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u306e\u30df\u30c9\u30eb\u30aa\u30d5\u30a3\u30b9\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u63d0\u643a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u4f1a\u793e\u306f\u3001\u30ea\u30b3\u30f3\u30b7\u30ea\u30a8\u30fc\u30b7\u30e7\u30f3\u3001\u57fa\u672c\u7684\u306a\u30ec\u30dd\u30fc\u30c8\u30c1\u30a7\u30c3\u30af\u3001\u6587\u66f8\u30a2\u30fc\u30ab\u30a4\u30d6\u306a\u3069\u306e\u696d\u52d9\u3092\u3001\u30d5\u30eb\u30bf\u30a4\u30e0\u306e\u5f93\u696d\u54e1\u306e\u4f55\u5206\u306e\u4e00\u304b\u306e\u30b3\u30b9\u30c8\u3067\u51e6\u7406\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u59d4\u4efb\u3055\u308c\u305f\u696d\u52d9\u306b\u5bfe\u3059\u308b\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u306e\u671f\u5f85\u5024\u3092\u660e\u78ba\u306b\u8a2d\u5b9a\u3059\u308b\u3002\u3069\u308c\u304f\u3089\u3044\u306e\u30b9\u30d4\u30fc\u30c9\u3067\u30bf\u30b9\u30af\u3092\u5b8c\u4e86\u3055\u305b\u308b\u3079\u304d\u304b\u3001\u3069\u306e\u3088\u3046\u306a\u54c1\u8cea\u57fa\u6e96\u304c\u9069\u7528\u3055\u308c\u308b\u304b\u3001\u4f8b\u5916\u306f\u3069\u306e\u3088\u3046\u306b\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u3055\u308c\u308b\u3079\u304d\u304b\u3092\u5b9a\u7fa9\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u898f\u5f8b\u3092\u8a2d\u3051\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u4ed6\u306e\u4eba\u306b\u4efb\u305b\u308b\u306f\u305a\u3060\u3063\u305f\u624b\u4f5c\u696d\u306b\u5f15\u304d\u623b\u3055\u308c\u308b\u306e\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u59d4\u4efb\u3068\u81ea\u52d5\u5316\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u7d4c\u9a13\u8c4a\u5bcc\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u30b5\u30fc\u30d3\u30b9\u306e\u8cea\u3092\u4f4e\u4e0b\u3055\u305b\u308b\u3053\u3068\u306a\u304f\u3001\u3088\u308a\u591a\u304f\u306e\u4e16\u5e2f\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u6539\u9769\u3092\u5b9f\u65bd\u3057\u3066\u304b\u30892\u5e74\u4ee5\u5185\u306b\u3001\u9867\u5ba2\u6570\u304c2\u500d\u306b\u306a\u3063\u305f\u3068\u3044\u3046\u4f01\u696d\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3057\u306a\u304c\u3089\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u8b77<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u3084\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u3092\u61f8\u5ff5\u3057\u3066\u81ea\u52d5\u5316\u3092\u8e8a\u8e87\u3057\u3066\u3044\u308b\u3002\u3053\u3046\u3057\u305f\u61f8\u5ff5\u306f\u3082\u3063\u3068\u3082\u3060\u304c\u3001\u6700\u65b0\u306e\u30c4\u30fc\u30eb\u306e\u63a1\u7528\u3092\u59a8\u3052\u308b\u3082\u306e\u3067\u306f\u306a\u3044\u3002\u91cd\u8981\u306a\u306e\u306f\u3001\u898f\u5236\u74b0\u5883\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3067\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3084\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u578b\u306e\u30b7\u30b9\u30c6\u30e0\u5c0e\u5165\u306f\u3001\u30c7\u30fc\u30bf\u5c45\u4f4f\u8981\u4ef6\u304c\u53b3\u3057\u3044\u9280\u884c\u3001\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u306b\u3068\u3063\u3066\u91cd\u8981\u3067\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u30b9\u30a4\u30b9\u306b\u3042\u308c\u3070\u3001\u4e16\u754c\u3067\u6700\u3082\u53b3\u683c\u306a\u500b\u4eba\u60c5\u5831\u4fdd\u8b77\u6cd5\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u9ad8\u5ea6\u306a\u81ea\u52d5\u5316\u3001\u6a5f\u68b0\u5b66\u7fd2\u6a5f\u80fd\u3001AI\u652f\u63f4\u3001\u30bb\u30ad\u30e5\u30a2\u306a\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u306a\u304c\u3089\u3082\u3001\u9867\u5ba2\u60c5\u5831\u3092\u30b9\u30a4\u30b9\u306e\u30a4\u30f3\u30d5\u30e9\u306b\u4fdd\u6301\u3057\u307e\u3059\u3002\u3053\u306e\u7d44\u307f\u5408\u308f\u305b\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u306b\u59a5\u5354\u3059\u308b\u3053\u3068\u306a\u304f\u4f01\u696d\u306e\u8fd1\u4ee3\u5316\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d5\u30a1\u30a4\u30eb\u306e\u53d6\u308a\u6271\u3044\u3092\u6e1b\u3089\u3059\u3068\u540c\u6642\u306b\u3001\u4fdd\u8b77\u6a5f\u80fd\u3092\u5411\u4e0a\u3055\u305b\u308b\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u5b9f\u8df5\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30c7\u30fc\u30bf\u306e\u53ef\u8996\u6027\u3092\u5236\u9650\u3059\u308b\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1<\/li><li>\u3059\u3079\u3066\u306e\u30a2\u30af\u30bb\u30b9\u3068\u5909\u66f4\u3092\u8ffd\u8de1\u3059\u308b\u5b8c\u5168\u306a\u76e3\u67fb\u30ed\u30b0<\/li><li>\u975e\u6697\u53f7\u5316\u30d5\u30a1\u30a4\u30eb\u5171\u6709\u306b\u4ee3\u308f\u308b\u6697\u53f7\u5316\u6587\u66f8\u30b9\u30c8\u30ec\u30fc\u30b8<\/li><li>\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u306b\u4ee3\u308f\u308b\u5b89\u5168\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0<\/li><li>\u81ea\u52d5\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u3068\u707d\u5bb3\u5fa9\u65e7<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u3084\u30ed\u30fc\u30ab\u30eb\u30fb\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u304b\u3089\u3001\u5b89\u5168\u306a\u30dd\u30fc\u30bf\u30eb\u3084\u4e2d\u592e\u30b7\u30b9\u30c6\u30e0\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u6f0f\u6d29\u30ea\u30b9\u30af\u306f\u5b9f\u969b\u306b\u6e1b\u5c11\u3057\u307e\u3059\u3002\u6a5f\u5bc6\u6587\u66f8\u304c\u6697\u53f7\u5316\u3055\u308c\u305f\u7d4c\u8def\u3092\u901a\u308a\u3001\u4fdd\u8b77\u3055\u308c\u305f\u30ea\u30dd\u30b8\u30c8\u30ea\u306b\u4fdd\u7ba1\u3055\u308c\u308b\u3053\u3068\u3067\u3001PDF\u304c\u53d7\u4fe1\u30c8\u30ec\u30a4\u306e\u9593\u3092\u884c\u304d\u6765\u3059\u308b\u5834\u5408\u3088\u308a\u3082\u512a\u308c\u305f\u7ba1\u7406\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u898f\u5236\u691c\u67fb\u306e\u30b7\u30ca\u30ea\u30aa\uff1a<\/strong> \u76e3\u67fb\u4eba\u304c\u5230\u7740\u3057\u305f\u3068\u304d\u3001\u4e00\u5143\u5316\u3055\u308c\u3001\u6587\u66f8\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u304c\u3042\u308c\u3070\u3001\u8a3c\u62e0\u53ce\u96c6\u304c\u7c21\u7d20\u5316\u3055\u308c\u307e\u3059\u3002\u30b9\u30bf\u30c3\u30d5\u304c\u7d19\u306e\u30a2\u30fc\u30ab\u30a4\u30d6\u3084\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3092\u691c\u7d22\u3059\u308b\u306e\u306b\u4f55\u65e5\u3082\u8cbb\u3084\u3059\u4ee3\u308f\u308a\u306b\u3001\u5b8c\u5168\u306a\u9867\u5ba2\u5c65\u6b74\u3001\u627f\u8a8d\u30c1\u30a7\u30fc\u30f3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8\u3092\u6570\u5206\u3067\u5f15\u304d\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u6a5f\u80fd\u3060\u3051\u3067\u3082\u3001\u9069\u5207\u306a\u81ea\u52d5\u5316\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3078\u306e\u6295\u8cc7\u3092\u6b63\u5f53\u5316\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u6301\u7d9a\u53ef\u80fd\u306a\u52b9\u7387\u5316\u306e\u305f\u3081\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306e\u904b\u55b6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Running an efficient advisory practice goes beyond simply reducing manual work it requires a holistic approach to managing people, processes, and technology. Financial advisors must constantly balance the demands of client service, business development, and administrative tasks, all while navigating the complexities of the financial services industry. Achieving sustainable efficiency starts with identifying bottlenecks and areas where routine tasks can be automated or delegated, allowing advisors to focus on deepening client relationships and growing their business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5c0e\u5165\u306f\u3001\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306e\u8981\u3068\u306a\u308b\u3002\u5805\u7262\u306aCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3001\u30c7\u30fc\u30bf\u5165\u529b\u3092\u81ea\u52d5\u5316\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5408\u7406\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u30b5\u30dd\u30fc\u30c8\u30b9\u30bf\u30c3\u30d5\u304c\u5354\u529b\u3057\u3001\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u5bb9\u6613\u306b\u3057\u307e\u3059\u3002\u9ad8\u5ea6\u306a\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30c4\u30fc\u30eb\u306f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u60c5\u5831\u5171\u6709\u3068\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u52b9\u7387\u3092\u3055\u3089\u306b\u9ad8\u3081\u3001\u30a8\u30e9\u30fc\u3084\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u6f0f\u308c\u306e\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To stay ahead, financial advisors should also invest in ongoing professional development keeping up with market trends, regulatory changes, and best practices in financial advising. This commitment to learning ensures that advisors can adapt their processes, leverage new technologies, and continue to provide relevant, high-quality advice to their clients.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u3092\u7a4d\u6975\u7684\u306b\u53d6\u308a\u5165\u308c\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6539\u5584\u3057\u3001\u7d99\u7d9a\u7684\u306b\u6539\u5584\u3059\u308b\u6587\u5316\u3092\u91b8\u6210\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306f\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u3001\u30b5\u30dd\u30fc\u30c8\u30b9\u30bf\u30c3\u30d5\u3092\u5f37\u5316\u3057\u3001\u4e8b\u696d\u5c55\u958b\u3068\u9577\u671f\u7684\u306a\u6210\u9577\u306b\u5fc5\u8981\u306a\u80fd\u529b\u3092\u751f\u307f\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u7d50\u5c40\u306e\u3068\u3053\u308d\u3001\u6301\u7d9a\u53ef\u80fd\u306a\u52b9\u7387\u5316\u3068\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u6709\u610f\u7fa9\u306a\u9867\u5ba2\u3068\u306e\u5bfe\u8a71\u306b\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u8cbb\u3084\u3057\u3001\u6642\u9593\u306e\u304b\u304b\u308b\u7ba1\u7406\u696d\u52d9\u306b\u6642\u9593\u3092\u5272\u304b\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3042\u308a\u3001\u305d\u306e\u7d50\u679c\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u304c\u5f37\u5316\u3055\u308c\u3001\u3088\u308a\u5f3e\u529b\u7684\u3067\u6210\u529f\u7684\u306a\u696d\u52d9\u304c\u53ef\u80fd\u306b\u306a\u308b\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">90\u65e5\u3067\u81ea\u52d5\u5316\u3092\u5c0e\u5165\u3059\u308b\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u3092\u5b9f\u611f\u3059\u308b\u305f\u3081\u306b\u6570\u5e74\u306b\u308f\u305f\u308b\u5909\u9769\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u5fc5\u8981\u306a\u3044\u3002\u96c6\u4e2d\u3057\u3066\u53d6\u308a\u7d44\u3081\u3070\u30013\u30f6\u6708\u7a0b\u5ea6\u3067\u624b\u4f5c\u696d\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u3002\u81ea\u52d5\u5316\u306b\u3088\u3063\u3066\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u6642\u9593\u7ba1\u7406\u3092\u6539\u5584\u3059\u308b\u3053\u3068\u3067\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u679c\u3092\u4e0a\u3052\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30b9\u30c8\u30ec\u30b9\u3092\u8efd\u6e1b\u3057\u3001\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u30e9\u30a4\u30d5\u30b9\u30bf\u30a4\u30eb\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u3067\u3001\u500b\u4eba\u306e\u5e78\u798f\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u67081\u65e5\uff1a\u767a\u898b\u3068\u30c7\u30b6\u30a4\u30f3<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30fb\u30de\u30c3\u30d4\u30f3\u30b0\u3092\u5b9f\u65bd\u3057\u3001\u6700\u3082\u6642\u9593\u306e\u304b\u304b\u308b\u30bf\u30b9\u30af\u3092\u7279\u5b9a\u3059\u308b\u3002<\/li><li>\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u3068\u898f\u5236\u8981\u4ef6\u306b\u57fa\u3065\u3044\u3066\u30c4\u30fc\u30eb\u3092\u8a55\u4fa1\u3059\u308b<\/li><li>\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a9\u30fc\u30e0\u3084\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306a\u3069\u306e\u30af\u30a4\u30c3\u30af\u30a6\u30a3\u30f3\u3092\u5b9a\u7fa9\u3059\u308b<\/li><li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u3059\u308b\u6307\u5c0e\u304c\u5fc5\u8981\u306a\u5834\u5408\u306f\u3001\u5b9f\u65bd\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u9078\u629e\u3059\u308b\u3002<\/li><li>\u5229\u5bb3\u95a2\u4fc2\u8005\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3068\u4e88\u7b97\u627f\u8a8d\u306e\u78ba\u4fdd<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2\u30f6\u6708\u76ee\uff1a\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u30d1\u30a4\u30ed\u30c3\u30c8<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u304a\u5ba2\u69d8\u306e\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u5408\u308f\u305b\u3066\u9078\u629e\u3057\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u8a2d\u5b9a\u3057\u307e\u3059\u3002<\/li><li>\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u91cd\u8981\u306a\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u79fb\u884c<\/li><li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3084\u9280\u884c\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408\u3092\u8a2d\u5b9a\u3059\u308b<\/li><li>\u5c11\u6570\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u9867\u5ba2\u3067\u30d1\u30a4\u30ed\u30c3\u30c8\u30c6\u30b9\u30c8\u3092\u5b9f\u65bd\u3059\u308b\u3002<\/li><li>\u5e83\u304f\u5c55\u958b\u3059\u308b\u524d\u306b\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u96c6\u3081\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u6539\u5584\u3059\u308b\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3\u30f6\u6708\u76ee\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u65b0\u3057\u3044\u30d7\u30ed\u30bb\u30b9\u3084\u30c4\u30fc\u30eb\u306b\u3064\u3044\u3066\u3001\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u5168\u54e1\u306b\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u884c\u3046<\/li><li>\u5e45\u5e83\u3044\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u3078\u306e\u5c55\u958b<\/li><li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3084\u30ec\u30d3\u30e5\u30fc\u30fb\u30b5\u30a4\u30af\u30eb\u3054\u3068\u306b\u7bc0\u7d04\u3055\u308c\u305f\u6642\u9593\u306a\u3069\u306e\u7d50\u679c\u3092\u6e2c\u5b9a\u3059\u308b\u3002<\/li><li>\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u306e\u305f\u3081\u306e\u65b0\u3057\u3044\u6a19\u6e96\u624b\u9806\u3092\u6587\u66f8\u5316\u3059\u308b<\/li><li>\u521d\u671f\u7d50\u679c\u306b\u57fa\u3065\u304d\u3001\u81ea\u52d5\u5316\u306e\u6b21\u306e\u6bb5\u968e\u3092\u8a08\u753b\u3059\u308b<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4eca\u671f\u306e\u30af\u30a4\u30c3\u30af\u30fb\u30b9\u30bf\u30fc\u30c8\u30fb\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n\n<li>\u30c1\u30fc\u30e0\u5168\u4f53\u30672\u9031\u9593\u306e\u30bf\u30a4\u30e0\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3092\u5b9f\u65bd\u3059\u308b\u3002<\/li>\n\n\n<li>\u6700\u3082\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u6642\u9593\u3092\u6d88\u8cbb\u3057\u3066\u3044\u308b3\u3064\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7279\u5b9a\u3059\u308b<\/li>\n\n\n<li>InvestGlass\u306e\u30c7\u30e2\u3092\u30ea\u30af\u30a8\u30b9\u30c8\u3057\u3066\u3001\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068CRM\u306e\u4e00\u5143\u5316\u306e\u4ed5\u7d44\u307f\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002<\/li>\n\n\n<li>\u6539\u5584\u3092\u6e2c\u5b9a\u3059\u308b\u305f\u3081\u306e\u6210\u529f\u6307\u6a19\u3092\u5b9a\u7fa9\u3059\u308b<\/li>\n\n\n<li>\u793e\u5185\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30aa\u30fc\u30ca\u30fc\u3092\u4efb\u547d\u3057\u3001\u5b9f\u65bd\u3092\u63a8\u9032\u3059\u308b\u3002<\/li>\n\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3084\u540c\u69d8\u306e\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u4e21\u9762\u3067\u6307\u5c0e\u3092\u5fc5\u8981\u3068\u3059\u308b\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306e\u5c0e\u5165\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3057\u3066\u6a5f\u80fd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u7af6\u5408\u4ed6\u793e\u304c\u624b\u52d5\u306e\u30d7\u30ed\u30bb\u30b9\u3067\u7acb\u3061\u5f80\u751f\u3057\u3066\u3044\u308b\u9593\u306b\u3001\u4eca\u884c\u52d5\u3059\u308b\u4f01\u696d\u306f\u4e8b\u696d\u958b\u767a\u3068\u9577\u671f\u7684\u306a\u6210\u529f\u306e\u305f\u3081\u306e\u80fd\u529b\u3092\u6301\u3064\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u4e00\u822c\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30d5\u30a1\u30fc\u30e0\u306f\u3001\u73fe\u5b9f\u7684\u306b\u3069\u308c\u304f\u3089\u3044\u306e\u624b\u4f5c\u696d\u3092\u7701\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30c7\u30b8\u30bf\u30eb\u5316\u3057\u3001CRM\u3067\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7ba1\u7406\u3057\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u81ea\u52d5\u5316\u3059\u308b\u3068\u3001\u591a\u304f\u306e\u4f01\u696d\u3067\u306f\u6700\u521d\u306e1\u5e74\u4ee5\u5185\u306b\u7ba1\u7406\u696d\u52d9\u306b\u8cbb\u3084\u3059\u6642\u9593\u304c20\uff5e40\uff05\u524a\u6e1b\u3055\u308c\u308b\u3002\u53c2\u8003\u30c7\u30fc\u30bf\u306b\u3088\u308b\u3068\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u6642\u9593\u306a\u3069\u7279\u5b9a\u306e\u30bf\u30b9\u30af\u3092\u6700\u592790\uff05\u524a\u6e1b\u3067\u304d\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3082\u3042\u308b\u3002\u6b63\u78ba\u306a\u6570\u5024\u306f\u30b9\u30bf\u30fc\u30c8\u5730\u70b9\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u304c\u3001\u7d19\u306e\u30d5\u30a9\u30fc\u30e0\u3092\u30c7\u30b8\u30bf\u30eb\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u7f6e\u304d\u63db\u3048\u308b\u3088\u3046\u306a\u5c0f\u3055\u306a\u5909\u66f4\u3067\u3082\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc1\u4eba\u5f53\u305f\u308a\u9031\u306b\u6570\u6642\u9593\u306e\u6642\u9593\u3092\u89e3\u653e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u5c0e\u5165\u5f8c\u306e\u6539\u5584\u3092\u5b9a\u91cf\u5316\u3057\u3001\u5229\u5bb3\u95a2\u4fc2\u8005\u306b\u6295\u8cc7\u5bfe\u52b9\u679c\u3092\u793a\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u3001\u4e3b\u8981\u306a\u30d7\u30ed\u30bb\u30b9\u306b\u8cbb\u3084\u3055\u308c\u308b\u6642\u9593\u306e\u8a08\u6e2c\u3092\u4eca\u3059\u3050\u59cb\u3081\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5c0f\u898f\u6a21\u306e\u72ec\u7acb\u7cfb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u672c\u5f53\u306b\u5b8c\u5168\u306aCRM\u3068\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u5fc5\u8981\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bd\u30ed\u3084\u30d6\u30c6\u30a3\u30c3\u30af\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u3059\u3079\u3066\u306e\u624b\u4f5c\u696d\u3092\u76f4\u63a5\u611f\u3058\u3001\u5927\u898f\u6a21\u306a\u30b5\u30dd\u30fc\u30c8\u30c1\u30fc\u30e0\u304c\u306a\u3044\u305f\u3081\u3001\u81ea\u52d5\u5316\u304b\u3089\u6700\u3082\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u591a\u3044\u3002\u57fa\u672c\u7684\u306a\u81ea\u52d5\u5316\u6a5f\u80fd\u3092\u5099\u3048\u305fCRM\u306f\u3001\u8907\u6570\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084\u4e00\u822c\u7684\u306a\u30c4\u30fc\u30eb\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u6bce\u6708\u306e\u9867\u5ba2\u3068\u306e\u9762\u8ac7\u3092\u6570\u56de\u5897\u3084\u3059\u3060\u3051\u3067\u5143\u3092\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002InvestGlass\u306f\u3001\u5c0f\u898f\u6a21\u306a\u4f1a\u793e\u5411\u3051\u306b\u5fc5\u8981\u306a\u30e2\u30b8\u30e5\u30fc\u30eb\u3060\u3051\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u4e0d\u5fc5\u8981\u306a\u8907\u96d1\u3055\u3092\u907f\u3051\u306a\u304c\u3089\u3001\u5c02\u9580\u7684\u306a\u696d\u52d9\u80fd\u529b\u306e\u958b\u767a\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u76ee\u6a19\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u6bd4\u4f8b\u3057\u3066\u9ad8\u3044\u30b3\u30b9\u30c8\u3092\u304b\u3051\u305a\u306b\u5927\u4f01\u696d\u3068\u7af6\u4e89\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass\u306e\u3088\u3046\u306a\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306b\u306f\u3069\u308c\u304f\u3089\u3044\u306e\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u5c0f\u898f\u6a21\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306e\u96c6\u4e2d\u7684\u306a\u5c0e\u5165\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d5\u30a9\u30fc\u30e0\u3001\u30b3\u30a2CRM\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3001\u30b7\u30f3\u30d7\u30eb\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30ab\u30d0\u30fc\u3057\u300160\u65e5\u304b\u308990\u65e5\u3067\u5b8c\u4e86\u3059\u308b\u3053\u3068\u304c\u591a\u3044\u3002\u8907\u6570\u306e\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3084\u30ab\u30b9\u30bf\u30e0\u7d71\u5408\u3092\u542b\u3080\u3088\u308a\u8907\u96d1\u306a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3067\u306f\u3001\u3055\u3089\u306b\u6570\u30f6\u6708\u304b\u304b\u308b\u3053\u3068\u3082\u3042\u308b\u304c\u3001\u6bb5\u968e\u7684\u306b\u5b9f\u65bd\u3059\u308b\u3053\u3068\u3067\u3001\u65e9\u671f\u306b\u52b9\u679c\u3092\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u91cd\u8981\u306a\u6210\u529f\u8981\u56e0\u306f\u3001\u793e\u5185\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u30aa\u30fc\u30ca\u30fc\u3092\u4efb\u547d\u3057\u3001\u610f\u601d\u6c7a\u5b9a\u3092\u7d99\u7d9a\u3055\u305b\u3001\u9045\u5ef6\u3092\u6e1b\u3089\u3059\u3053\u3068\u3067\u3059\u3002InvestGlass\u306f\u3001\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u304c\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u306e\u4e21\u65b9\u3092\u52b9\u7387\u7684\u306b\u30ca\u30d3\u30b2\u30fc\u30c8\u3059\u308b\u305f\u3081\u306e\u5b9f\u88c5\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u5316\u306b\u3088\u3063\u3066\u3001\u9867\u5ba2\u304c\u671f\u5f85\u3059\u308b\u500b\u4eba\u7684\u306a\u30bf\u30c3\u30c1\u306f\u6e1b\u5c11\u3059\u308b\u306e\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u76ee\u7684\u306f\u3001\u9867\u5ba2\u3068\u306e\u4f1a\u8a71\u3067\u306f\u306a\u304f\u3001\u30eb\u30fc\u30c6\u30a3\u30f3\u30ef\u30fc\u30af\u3084\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u696d\u52d9\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u4e8b\u52d9\u51e6\u7406\u3088\u308a\u3082\u3001\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3001\u6295\u8cc7\u6226\u7565\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306b\u95a2\u3059\u308b\u6df1\u3044\u8b70\u8ad6\u306b\u6642\u9593\u3092\u8cbb\u3084\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3001\u30ec\u30dd\u30fc\u30c8\u3001\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306f\u3001\u9867\u5ba2\u304c\u3088\u308a\u8fc5\u901f\u3067\u4e00\u8cab\u6027\u306e\u3042\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u7d4c\u9a13\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3084AI\u306e\u63d0\u6848\u3092\u51fa\u767a\u70b9\u3068\u3057\u3066\u3001\u6700\u3082\u91cd\u8981\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3057\u307e\u3057\u3087\u3046\u3002\u65e2\u5b58\u306e\u9867\u5ba2\u306f\u3001\u500b\u4eba\u7684\u306a\u914d\u616e\u304c\u6e1b\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u3088\u308a\u826f\u3044\u5bfe\u5fdc\u306b\u6c17\u3065\u304f\u3067\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u898f\u5236\u8981\u4ef6\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3061\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3067\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u30b9\u30a4\u30b9\u306e\u53b3\u683c\u306a\u500b\u4eba\u60c5\u5831\u4fdd\u8b77\u6cd5\u306b\u3088\u308a\u30c7\u30fc\u30bf\u304c\u78ba\u5b9f\u306b\u4fdd\u8b77\u3055\u308c\u3001\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u5c45\u4f4f\u6027\u3084\u9280\u884c\u6a5f\u5bc6\u4fdd\u6301\u306b\u5bfe\u3059\u308b\u671f\u5f85\u3082\u6e80\u305f\u3055\u308c\u307e\u3059\u3002\u6b27\u5dde\u3001\u4e2d\u6771\u3001\u30a2\u30b8\u30a2\u306e\u591a\u304f\u306e\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u30b9\u30a4\u30b9\u306b\u30c7\u30fc\u30bf\u3092\u4fdd\u7ba1\u3059\u308b\u3053\u3068\u306f\u3001\u898f\u5236\u5f53\u5c40\u3084\u9867\u5ba2\u3068\u306e\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u3059\u308b\u8a71\u3057\u5408\u3044\u3092\u7c21\u7d20\u5316\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u304c\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u81ea\u52d5\u5316\u30c4\u30fc\u30eb\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3092\u59a8\u3052\u308b\u61f8\u5ff5\u306b\u5bfe\u51e6\u3059\u308b\u3082\u306e\u3067\u3059\u3002InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u304c\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3059\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u306a\u304c\u3089\u3082\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u60c5\u5831\u3092\u7269\u7406\u7684\u306b\u3069\u3053\u306b\u4fdd\u7ba1\u3059\u308b\u304b\u3092\u5b8c\u5168\u306b\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Most financial advisors still spend over half of their working week on manual tasks that never touch a client conversation. Data entry, compliance documentation, report assembly, and email follow ups are all time consuming tasks that consume hours which could drive revenue and deepen client relationships. This article shows concrete ways to cut that administrative burden by 20 to 40 percent, starting with changes you can implement in the next 90 days. Introduction to Efficiency and Time Management Efficiency and time management are at the heart of every successful financial advisory practice. In today\u2019s fast-paced financial services industry, advisors are expected to juggle a wide range of responsibilities from nurturing [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49073,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,45,95],"class_list":["post-49072","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-digital-onboarding","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Reduce Manual Work for Financial Advisors | InvestGlass<\/title>\n<meta name=\"description\" content=\"Most financial advisors still spend over half of their working week on manual\" \/>\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\u624b\u4f5c\u696d\u3092\u6e1b\u3089\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Reduce Manual Work for Financial Advisors\" \/>\n<meta property=\"og:description\" content=\"Most financial advisors still spend over half of their working week on manual\" \/>\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\u624b\u4f5c\u696d\u3092\u6e1b\u3089\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-11T13:12:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-11T13:12:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-53.png\" \/>\n\t<meta property=\"og:image:width\" content=\"600\" \/>\n\t<meta property=\"og:image:height\" content=\"338\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u57f7\u7b46\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data2\" content=\"20\u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3059\u65b9\u6cd5\uff5cInvestGlass","description":"\u307b\u3068\u3093\u3069\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u4f9d\u7136\u3068\u3057\u3066\u9031\u306e\u52b4\u50cd\u6642\u9593\u306e\u534a\u5206\u4ee5\u4e0a\u3092\u624b\u4f5c\u696d\u306b\u8cbb\u3084\u3057\u3066\u3044\u308b\u3002","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/ja\/\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u624b\u4f5c\u696d\u3092\u6e1b\u3089\/","og_locale":"ja_JP","og_type":"article","og_title":"How to Reduce Manual Work for Financial Advisors","og_description":"Most financial advisors still spend over half of their working week on manual","og_url":"https:\/\/www.investglass.com\/ja\/\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u624b\u4f5c\u696d\u3092\u6e1b\u3089\/","og_site_name":"InvestGlass","article_published_time":"2026-02-11T13:12:13+00:00","article_modified_time":"2026-02-11T13:12:17+00:00","og_image":[{"width":600,"height":338,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-53.png","type":"image\/png"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u57f7\u7b46\u8005":"InvestGlass","\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593":"20\u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"How to Reduce Manual Work for Financial Advisors","datePublished":"2026-02-11T13:12:13+00:00","dateModified":"2026-02-11T13:12:17+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/"},"wordCount":4142,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-53.png","keywords":["CRM","Digital onboarding","wealth management"],"articleSection":["Article"],"inLanguage":"ja","copyrightYear":"2026","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ja\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/","url":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/","name":"\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3059\u65b9\u6cd5\uff5cInvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-53.png","datePublished":"2026-02-11T13:12:13+00:00","dateModified":"2026-02-11T13:12:17+00:00","description":"\u307b\u3068\u3093\u3069\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u4f9d\u7136\u3068\u3057\u3066\u9031\u306e\u52b4\u50cd\u6642\u9593\u306e\u534a\u5206\u4ee5\u4e0a\u3092\u624b\u4f5c\u696d\u306b\u8cbb\u3084\u3057\u3066\u3044\u308b\u3002","breadcrumb":{"@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/#breadcrumb"},"inLanguage":"ja","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/"]}]},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-53.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-53.png","width":600,"height":338,"caption":"How to Reduce Manual Work for Financial Advisors"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"How to Reduce Manual Work for Financial Advisors"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","description":"\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ja"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","image":{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/ja\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/www.investglass.com\/how-to-reduce-manual-work-for-financial-advisors\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts\/49072","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/comments?post=49072"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts\/49072\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/media\/49073"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/media?parent=49072"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/categories?post=49072"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/tags?post=49072"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}