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class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u306b\u304a\u3044\u3066\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u6642\u9593\u304c\u304b\u304b\u308b\u6700\u3082\u4e00\u822c\u7684\u306a\u7406\u7531\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5207\u65ad\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u7e70\u308a\u8fd4\u3055\u308c\u308b\u30c7\u30fc\u30bf\u5165\u529b<\/li>\n\n\n\n<li>\u5370\u5237\u3001\u30b9\u30ad\u30e3\u30f3\u3001\u7f72\u540d\u304c\u5fc5\u8981\u306a\u7d19\u30d9\u30fc\u30b9\u306eKYC<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u3068\u306e\u66f8\u985e\u306e\u4e0d\u5099\u306b\u95a2\u3059\u308b\u3084\u308a\u53d6\u308a<\/li>\n\n\n\n<li>CRM\u3001\u6587\u66f8\u53ce\u96c6\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u306e\u305f\u3081\u306e\u65ad\u7247\u7684\u306a\u30c4\u30fc\u30eb<\/li>\n\n\n\n<li>\u5171\u6709\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u306a\u304f\u3001\u500b\u4eba\u7684\u306a\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3067\u884c\u308f\u308c\u308b\u30cf\u30f3\u30c9\u30aa\u30d5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u3084\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3067\u306f\u3001\u8ffd\u52a0\u7684\u306a\u898f\u5236\u63aa\u7f6e\u306f\u907f\u3051\u3089\u308c\u306a\u3044\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u3089\u306e\u30b9\u30c6\u30c3\u30d7\u306e\u5b9f\u884c\u65b9\u6cd5\u306f\u3001\u3057\u3070\u3057\u3070\u56de\u907f\u53ef\u80fd\u306a\u30a2\u30a4\u30c9\u30eb\u30bf\u30a4\u30e0\u3092\u8ffd\u52a0\u3059\u308b\u3002\u554f\u984c\u306f\u898f\u5236\u305d\u306e\u3082\u306e\u306b\u3042\u308b\u3053\u3068\u306f\u307b\u3068\u3093\u3069\u306a\u3044\u3002\u554f\u984c\u306f\u3001\u898f\u5236\u3092\u3081\u3050\u308b\u30d7\u30ed\u30bb\u30b9\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3082\u3063\u3068\u50cd\u3053\u3046\u3001\u3082\u3063\u3068\u4eba\u3092\u96c7\u304a\u3046\u3068\u3059\u308b\u524d\u306b\u3001\u81ea\u5206\u81ea\u8eab\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u304c\u3069\u3053\u306b\u3042\u308b\u306e\u304b\u3092\u6b63\u78ba\u306b\u7a81\u304d\u6b62\u3081\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u4ee5\u4e0b\u306e\u5c0f\u9805\u76ee\u306f\u3001\u305d\u306e\u4e00\u52a9\u3068\u306a\u308b\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-your-internal-processes-are-creating-bottlenecks\">\u793e\u5185\u30d7\u30ed\u30bb\u30b9\u304c\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u306a\u3063\u3066\u3044\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u591a\u304f\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u3044\u307e\u3060\u306b\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3001\u500b\u4eba\u7684\u306a\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3001\u305d\u3057\u3066\u500b\u4eba\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u7fd2\u6163\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u6f14\u7fd2\u3092\u8a66\u3057\u3066\u307f\u3066\u304f\u3060\u3055\u3044\uff1a\u6700\u521d\u306b\u7f72\u540d\u3057\u305f\u5951\u7d04\u304b\u3089\u6700\u521d\u306e\u660e\u7d30\u66f8\u306e\u65e5\u4ed8\u307e\u3067\u3001\u73fe\u5728\u306e\u65b0\u898f\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u30de\u30cb\u30e5\u30a2\u30eb\u5316\u3055\u308c\u305f\u30b9\u30c6\u30c3\u30d7\u3001\u30cf\u30f3\u30c9\u30aa\u30d5\u3001\u627f\u8a8d\u306a\u3069\u3001\u8ab0\u304b\u304c\u4f5c\u696d\u3092\u4e2d\u65ad\u3057\u3066\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u8d77\u3053\u3059\u5fc5\u8981\u306e\u3042\u308b\u3082\u306e\u306f\u3059\u3079\u3066\u8a18\u9332\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u30d1\u30bf\u30fc\u30f3\u304c\u3042\u308b\u3060\u308d\u3046\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30dc\u30c8\u30eb\u30cd\u30c3\u30af<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4f55\u304c\u8d77\u3053\u308b\u304b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30a4\u30f3\u30d1\u30af\u30c8<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u9867\u5ba2\u60c5\u5831\u3092PDF\u30d5\u30a9\u30fc\u30e0\u304b\u3089CRM\u306b\u518d\u5165\u529b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u5165\u529b\u30df\u30b9\u3001\u7121\u99c4\u306a\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba21\u4eba\u306b\u3064\u304d30\uff5e60\u5206<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u304c\u96fb\u5b50\u30e1\u30fc\u30eb\u3067\u7d1b\u5931\u3057\u305f\u30d1\u30b9\u30dd\u30fc\u30c8\u3092\u8ffd\u8de1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8907\u6570\u306e\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3001\u5f85\u3061\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2\uff5e5\u65e5\u8ffd\u52a0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u304c\u30bc\u30ed\u304b\u3089\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u6295\u8cc7\u6848\u3092\u4f5c\u6210<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53cd\u5fa9\u4f5c\u696d\u3001\u4e00\u8cab\u6027\u306e\u306a\u3044\u54c1\u8cea<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>1\u63d0\u6848\u306b\u3064\u304d1\uff5e2\u6642\u9593<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c1\u30fc\u30e0\u306f\u61f8\u547d\u306b\u50cd\u3044\u3066\u3044\u308b\u305f\u3081\u3001\u3053\u3046\u3057\u305f\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306f\u76ee\u306b\u898b\u3048\u306a\u3044\u3053\u3068\u304c\u591a\u3044\u3002\u3057\u304b\u3057\u3001\u9867\u5ba2\u306f\u76ee\u306b\u898b\u3048\u308b\u9032\u5c55\u306e\u306a\u3044\u9577\u3044\u7a7a\u767d\u3092\u7d4c\u9a13\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002InvestGlass\u306e\u3088\u3046\u306aCRM\u306e\u4e2d\u3067\u6a19\u6e96\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u5316\u3055\u308c\u305f\u6587\u66f8\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u7e70\u308a\u8fd4\u3057\u306e\u307b\u3068\u3093\u3069\u3092\u53d6\u308a\u9664\u304d\u3001\u30b5\u30a4\u30af\u30eb\u30bf\u30a4\u30e0\u3092\u5287\u7684\u306b\u77ed\u7e2e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-you-rely-too-much-on-meetings-and-calls\">\u4f1a\u8b70\u3084\u96fb\u8a71\u306b\u983c\u308a\u3059\u304e\u3066\u3044\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u4f1d\u7d71\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u30ad\u30c3\u30af\u30aa\u30d5\u30fb\u30b3\u30fc\u30eb\u3067\u3042\u308a\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u76f4\u63a5\u4f1a\u3063\u3066\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3084\u3001\u66f8\u985e\u3084\u7f72\u540d\u3092\u96c6\u3081\u308b\u305f\u3081\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3092\u4f34\u3046\u3002\u3053\u308c\u306f\u5fb9\u5e95\u3057\u3066\u3044\u308b\u3068\u611f\u3058\u3089\u308c\u308b\u3002\u307e\u305f\u3001\u4fe1\u3058\u3089\u308c\u306a\u3044\u307b\u3069\u6642\u9593\u304c\u304b\u304b\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u9867\u5ba2\u3001\u793e\u5185\u306e\u5c02\u9580\u5bb6\u3001\u305d\u3057\u3066\u3057\u3070\u3057\u3070\u793e\u5916\u306e\u5f01\u8b77\u58eb\u3084\u7ba1\u8ca1\u4eba\u306e\u9593\u3067\u30ab\u30ec\u30f3\u30c0\u30fc\u3092\u8abf\u6574\u3059\u308b\u3068\u3001\u7d14\u7c8b\u306a\u5f85\u3061\u6642\u9593\u304c\u7c21\u5358\u306b1\u9031\u9593\u304b\u30893\u9031\u9593\u8ffd\u52a0\u3055\u308c\u308b\u3002\u305f\u3063\u305f\u4e00\u672c\u306e\u96fb\u8a71\u306e\u4e0d\u901a\u3084\u4f1a\u8b70\u306e\u518d\u8abf\u6574\u304c\u3001\u9045\u5ef6\u306e\u9023\u9396\u3092\u751f\u3080\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u898f\u9867\u5ba2\u3068\u306e\u6700\u521d\u306e\u96fb\u8a71\u306f\u3001\u6226\u7565\u3068\u4fe1\u983c\u69cb\u7bc9\u306e\u305f\u3081\u306b\u4f7f\u308f\u308c\u308b\u3079\u304d\u3067\u3042\u308a\u3001\u30d1\u30b9\u30dd\u30fc\u30c8\u306e\u30b9\u30ad\u30e3\u30f3\u3084\u516c\u5171\u6599\u91d1\u306e\u8acb\u6c42\u66f8\u3001MiFID\u306e\u30a2\u30f3\u30b1\u30fc\u30c8\u3092\u96c6\u3081\u308b\u305f\u3081\u306b\u4f7f\u3046\u3079\u304d\u3067\u306f\u306a\u3044\u3002\u3053\u308c\u3089\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u696d\u52d9\u306f\u3001\u9867\u5ba2\u304c\u81ea\u5206\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u5408\u308f\u305b\u3066\u8a18\u5165\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a9\u30fc\u30e0\u3067\u51e6\u7406\u3067\u304d\u308b\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u63a8\u5968\u306f\u5358\u7d14\u3067\u3001\u5b89\u5168\u306a\u30dd\u30fc\u30bf\u30eb\u3001\u9332\u97f3\u6e08\u307f\u306e\u8aac\u660e\u3001\u30ac\u30a4\u30c9\u4ed8\u304d\u306e\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u306a\u3069\u3001\u3042\u3089\u3086\u308b\u53ef\u80fd\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u975e\u540c\u671f\u30c1\u30e3\u30cd\u30eb\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u3060\u3002\u30ad\u30c3\u30af\u30aa\u30d5\u30fb\u30b3\u30fc\u30eb\u306e\u3088\u3046\u306a\u30e9\u30a4\u30d6\u30fb\u30bb\u30c3\u30b7\u30e7\u30f3\u306f\u3001\u4eba\u9593\u7684\u306a\u3064\u306a\u304c\u308a\u304c\u91cd\u8981\u306a\u4fa1\u5024\u306e\u9ad8\u3044\u30c7\u30a3\u30b9\u30ab\u30c3\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306b\u78ba\u4fdd\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30b7\u30d5\u30c8\u306f\u3001\u9867\u5ba2\u304c\u7570\u306a\u308b\u30bf\u30a4\u30e0\u30be\u30fc\u30f3\u306b\u62e0\u70b9\u3092\u7f6e\u3044\u3066\u3044\u305f\u308a\u3001\u983b\u7e41\u306b\u51fa\u5f35\u3057\u3066\u3044\u305f\u308a\u3059\u308b\u5834\u5408\u306b\u3001\u7279\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3002\u771f\u591c\u4e2d\u3067\u3082\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3042\u306a\u305f\u306e\u30c1\u30fc\u30e0\u306f\u55b6\u696d\u6642\u9593\u5185\u306b\u63d0\u51fa\u66f8\u985e\u3092\u78ba\u8a8d\u3067\u304d\u307e\u3059\u3002\u8ab0\u3082\u4ed6\u306e\u4eba\u3092\u5f85\u3064\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-too-many-surprise-stakeholders-and-changing-requirements\">\u591a\u3059\u304e\u308b\u30b5\u30d7\u30e9\u30a4\u30ba\u30fb\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3068\u5909\u5316\u3059\u308b\u8981\u4ef6<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fa1\u5024\u306e\u9ad8\u3044\u9867\u5ba2\u306b\u306f\u3001\u5bb6\u65cf\u3001\u7a0e\u7406\u58eb\u3001\u9867\u554f\u5f01\u8b77\u58eb\u306a\u3069\u304c\u95a2\u4e0e\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u591a\u304f\u3001\u5f7c\u3089\u304c\u9045\u308c\u3066\u30d7\u30ed\u30bb\u30b9\u306b\u5165\u308a\u3001\u5909\u66f4\u3092\u6c42\u3081\u3066\u304f\u308b\u3053\u3068\u3082\u3042\u308b\u3002\u65b0\u305f\u306a\u5229\u5bb3\u95a2\u4fc2\u8005\u304c\u52a0\u308f\u308b\u305f\u3073\u306b\u3001\u6642\u9593\u306f\u30ea\u30bb\u30c3\u30c8\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30a8\u30af\u30a4\u30c6\u30a3\u306e\u30ea\u30df\u30c6\u30c3\u30c9\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u304c\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u307b\u307c\u7d42\u3048\u305f\u3068\u3053\u308d\u3067\u3001\u9867\u554f\u5f01\u8b77\u58eb\u304b\u3089\u5831\u544a\u30d5\u30a3\u30fc\u30eb\u30c9\u306e\u8ffd\u52a0\u3092\u8981\u6c42\u3055\u308c\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65b0\u305f\u306a\u627f\u8a8d\u3068\u65b0\u305f\u306a\u30c7\u30fc\u30bf\u53ce\u96c6\u304c\u4f59\u5100\u306a\u304f\u3055\u308c\u308b\u30022\u9031\u9593\u306e\u30d7\u30ed\u30bb\u30b9\u3060\u3063\u305f\u3082\u306e\u304c\u30015\u9031\u9593\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u554f\u984c\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u304b\u3089\u89e3\u6c7a\u3067\u304d\u308b\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u958b\u59cb\u3059\u308b\u524d\u306b\u3001\u3059\u3079\u3066\u306e\u95a2\u4fc2\u8005\u3092\u628a\u63e1\u3057\u3001\u305d\u308c\u305e\u308c\u306e\u5f79\u5272\u3001\u671f\u5f85\u3001\u5236\u7d04\u3092CRM\u5185\u306b\u6587\u66f8\u5316\u3059\u308b\u3002\u3059\u3079\u3066\u306e\u95a2\u4fc2\u8005\u304c\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u5171\u6709\u30b5\u30af\u30bb\u30b9\u30d7\u30e9\u30f3\u3092\u4f7f\u7528\u3059\u308b\u3002\u65b0\u305f\u306a\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u304c\u52a0\u308f\u3063\u305f\u3068\u304d\u3001\u6700\u521d\u304b\u3089\u8a71\u3092\u3084\u308a\u76f4\u3059\u306e\u3067\u306f\u306a\u304f\u3001\u3059\u3067\u306b\u5408\u610f\u3055\u308c\u305f\u5185\u5bb9\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u30fb\u30b5\u30dd\u30fc\u30c8\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u5168\u54e1\u304c\u540c\u3058\u30da\u30fc\u30b8\u306b\u7acb\u3061\u3001\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3092\u72c2\u308f\u305b\u308b\u30b5\u30d7\u30e9\u30a4\u30ba\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-and-change-management-gaps\">\u898f\u5236\u3068\u5909\u66f4\u7ba1\u7406\u306e\u30ae\u30e3\u30c3\u30d7<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u306f\u3001KYC\u3001AML\u3001MiFID\u3001FINMA\u3001\u304a\u3088\u3073\u73fe\u5730\u306e\u898f\u5236\u3092\u5c0a\u91cd\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u3053\u308c\u3089\u306e\u8981\u4ef6\u3092\u56de\u907f\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002\u3057\u304b\u3057\u3001\u5408\u7406\u5316\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9045\u308c\u306e\u539f\u56e0\u306f3\u3064\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u4f55\u304c\u5fc5\u8981\u304b\u3092\u63a8\u6e2c\u3055\u305b\u308b\u4e0d\u660e\u77ad\u306a\u793e\u5185\u65b9\u91dd<\/li>\n\n\n\n<li>\u5f85\u3061\u884c\u5217\u3068\u5f85\u3061\u6642\u9593\u3092\u751f\u3080\u624b\u4f5c\u696d\u306b\u3088\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af<\/li>\n\n\n\n<li>\u6587\u66f8\u3084\u7f72\u540d\u3092\u8abf\u6574\u3067\u304d\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5074\u306e\u793e\u5185\u4ee3\u8868\u8005\u306e\u6b20\u5982<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u89e3\u6c7a\u7b56\u306f\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3054\u3068\u306b\u660e\u78ba\u306a\u898f\u5236\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3092\u5b9a\u7fa9\u3057\u3001\u5fc5\u8981\u66f8\u985e\u3068\u627f\u8a8d\u3092\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u306b\u4e8b\u524d\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3066\u304a\u304f\u3053\u3068\u3067\u3042\u308b\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u55b6\u696d\u4e2d\u306b\u9867\u5ba2\u5074\u306e\u30b9\u30dd\u30f3\u30b5\u30fc\u3092\u7279\u5b9a\u3057\u3001\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3068\u8cac\u4efb\u306b\u3064\u3044\u3066\u5408\u610f\u3057\u3001\u305d\u306e\u5834\u9650\u308a\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u3067\u306f\u306a\u304f\u3001\u5171\u6709\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3067\u9032\u6357\u3092\u8ffd\u8de1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3001\u66f8\u985e\u306e\u6709\u52b9\u671f\u9650\u30c1\u30a7\u30c3\u30af\u3001\u627f\u8a8d\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u306f\u3001\u4eba\u9593\u306e\u8a18\u61b6\u306b\u983c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u51e6\u7406\u3059\u308b\u305f\u3081\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ea\u30b9\u30af\u3068\u7d4c\u904e\u6642\u9593\u306e\u4e21\u65b9\u3092\u524a\u6e1b\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-is-faster-onboarding-always-better\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u5e38\u306b\u901f\u3044\u65b9\u304c\u826f\u3044\u306e\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30d4\u30fc\u30c9\u304c\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u9069\u5408\u6027\u3001\u9867\u5ba2\u306e\u7406\u89e3\u3092\u640d\u306a\u3046\u3053\u3068\u304c\u3042\u3063\u3066\u306f\u306a\u3089\u306a\u3044\u3002\u3053\u306e\u3053\u3068\u306f\u3001\u8fd1\u9053\u304c\u6cd5\u7684\u30ea\u30b9\u30af\u3084\u98a8\u8a55\u30ea\u30b9\u30af\u3092\u751f\u3080\u898f\u5236\u91d1\u878d\u306b\u304a\u3044\u3066\u7279\u306b\u5f53\u3066\u306f\u307e\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4efb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306a\u3069\u3001\u3042\u308b\u4e00\u5b9a\u306e\u8cc7\u7523\u57fa\u6e96\u3092\u8d85\u3048\u308b\u3088\u3046\u306a\u8907\u96d1\u306a\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u5834\u5408\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u5c11\u3057\u6642\u9593\u304c\u304b\u304b\u308b\u304c\u3001\u3088\u308a\u69cb\u9020\u5316\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u3088\u308a\u9069\u5408\u6027\u304c\u9ad8\u304f\u306a\u308a\u3001\u5c06\u6765\u7684\u306a\u30af\u30ec\u30fc\u30e0\u306e\u6e1b\u5c11\u306b\u3064\u306a\u304c\u308b\u3002\u9069\u5207\u306a\u9069\u5408\u6027\u8a55\u4fa1\u3092\u305b\u305a\u306b\u9867\u5ba2\u3092\u6025\u304c\u305b\u308b\u3068\u3001\u7bc0\u7d04\u3057\u305f\u6642\u9593\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u591a\u304f\u306e\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b\u554f\u984c\u304c\u751f\u3058\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91cd\u8981\u306a\u306e\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30d4\u30fc\u30c9\u3092\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3084\u5546\u54c1\u306e\u8907\u96d1\u3055\u306b\u5408\u308f\u305b\u308b\u3053\u3068\u3060\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30bb\u30b0\u30e1\u30f3\u30c8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u6a19\u4fa1\u5024\u9054\u6210\u307e\u3067\u306e\u671f\u9593<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5099\u8003<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30c6\u30fc\u30eb\u8a3c\u5238\u4f1a\u793e\u306e\u9867\u5ba2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>24\u6642\u9593\u4ee5\u5185<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ed\u30fc\u30bf\u30c3\u30c1\u3001\u6a19\u6e96\u5316\u3055\u308c\u305f\u88fd\u54c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5bcc\u88d5\u5c64\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u9867\u5ba2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>7\u65e5\u4ee5\u5185<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u82e5\u5e72\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3001\u4e2d\u7a0b\u5ea6\u306eKYC<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8d85\u5bcc\u88d5\u5c64\u9867\u5ba2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>30\u65e5\u4ee5\u5185<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8907\u96d1\u306a\u69cb\u9020\u3001\u8907\u6570\u306e\u5229\u5bb3\u95a2\u4fc2\u8005<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u5404\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30b9\u30d4\u30fc\u30c9\u3068\u5177\u4f53\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u306e\u4e21\u65b9\u3092\u8abf\u6574\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u3001\u3042\u3089\u3086\u308b\u30bf\u30a4\u30d7\u306e\u9867\u5ba2\u306b\u9069\u5207\u304b\u3064\u52b9\u7387\u7684\u306a\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u771f\u306e\u76ee\u6a19\u306f\u3001\u4f55\u304c\u4f55\u3067\u3082\u901f\u304f\u3059\u308b\u3053\u3068\u3067\u306f\u306a\u304f\u3001\u898f\u5236\u3068\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u306a\u304c\u3089\u53ef\u80fd\u306a\u9650\u308a\u901f\u304f\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u3053\u306e\u8a18\u4e8b\u306e\u6b8b\u308a\u306e\u90e8\u5206\u306f\u3001\u307e\u3055\u306b\u305d\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-6-practical-strategies-to-reduce-client-onboarding-time\">\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b6\u3064\u306e\u5b9f\u8df5\u7684\u6226\u7565<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u6226\u7565\u306f\u3001CRM\u3092\u5229\u7528\u3057\u3066\u3044\u308b\u5b9f\u969b\u306e\u91d1\u878d\u6a5f\u95a2\u304b\u3089\u5c0e\u304d\u51fa\u3055\u308c\u305f\u3082\u306e\u3067\u3042\u308b\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5938\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u4eca\u65e5\u306e\u30c4\u30fc\u30eb\u306f\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b\u305f\u3081\u306e\u30d9\u30b9\u30c8\u30fb\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3067\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u305d\u306e\u4ed6\u306e\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u3067\u4f7f\u7528\u3055\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5b9f\u73fe\u3059\u308b\u65b9\u6cd5\u306f\u8907\u6570\u3042\u308a\u3001\u5404\u7d44\u7e54\u306f\u305d\u308c\u305e\u308c\u306e\u30cb\u30fc\u30ba\u306b\u6700\u3082\u9069\u3057\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u3089\u306e\u6226\u7565\u3092\u52b9\u679c\u7684\u306b\u9069\u7528\u3057\u3001\u9867\u5ba2\u306e\u9577\u671f\u7684\u306a\u6210\u529f\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u69cb\u9020\u5316\u3055\u308c\u305f\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u5ea6\u306b6\u3064\u3059\u3079\u3066\u3092\u5c0e\u5165\u3059\u308b\u5fc5\u8981\u306f\u306a\u3044\u3002\u30bb\u30fc\u30eb\u30b9\u304b\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3078\u306e\u30cf\u30f3\u30c9\u30aa\u30d5\u306e\u7c21\u7d20\u5316\u3084\u3001KYC\u30d5\u30a9\u30fc\u30e0\u306e\u96fb\u5b50\u5316\u306a\u3069\u30011\u3064\u304b2\u3064\u306e\u30af\u30a4\u30c3\u30af\u30fb\u30a6\u30a3\u30f3\u304b\u3089\u59cb\u3081\u3088\u3046\u3002\u3069\u306e\u6226\u7565\u3082\u3001\u793e\u5185\u306e\u52b4\u529b\u3060\u3051\u3067\u306a\u304f\u3001\u7d4c\u904e\u65e5\u6570\u3092\u6e1b\u3089\u3059\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001CRM\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u5358\u4e00\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u7d71\u5408\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u3068\u3057\u3066\u3001\u3044\u3064\u3067\u3082\u53c2\u7167\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-clean-up-the-sales-to-onboarding-handoff\">1.\u30bb\u30fc\u30eb\u30b9\u304b\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3078\u306e\u30cf\u30f3\u30c9\u30aa\u30d5\u3092\u30af\u30ea\u30fc\u30f3\u30a2\u30c3\u30d7\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91cd\u8981\u306a\u60c5\u5831\u306f\u3001\u5951\u7d04\u7de0\u7d50\u6642\u306b\u55b6\u696d\u62c5\u5f53\u8005\u306e\u30e1\u30e2\u3084\u500b\u4eba\u7684\u306aE\u30e1\u30fc\u30eb\u306b\u6b8b\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u3002\u3053\u306e\u305f\u3081\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u9867\u5ba2\u306b\u540c\u3058\u8cea\u554f\u3092\u518d\u5ea6\u3059\u308b\u3053\u3068\u3092\u4f59\u5100\u306a\u304f\u3055\u308c\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u304c\u640d\u306a\u308f\u308c\u3001\u30d7\u30ed\u30bb\u30b9\u306b\u65e5\u6570\u304c\u304b\u304b\u3063\u3066\u3057\u307e\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u306e\u6587\u8108\u3067\u30cf\u30f3\u30c9\u30aa\u30d5\u306e\u524d\u306b\u30ad\u30e3\u30d7\u30c1\u30e3\u3055\u308c\u308b\u3079\u304d\u30d5\u30a3\u30fc\u30eb\u30c9\u306b\u306f\u3001\u4ee5\u4e0b\u304c\u542b\u307e\u308c\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u306e\u76ee\u7684\u3068\u6295\u8cc7\u55dc\u597d<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u898f\u5236\u72b6\u6cc1<\/li>\n\n\n\n<li>\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u5730\u304a\u3088\u3073\u5e02\u6c11\u6a29\u306b\u95a2\u3059\u308b\u60c5\u5831<\/li>\n\n\n\n<li>\u671f\u5f85\u3055\u308c\u308b\u88fd\u54c1\u30bb\u30c3\u30c8\u3068\u30b5\u30fc\u30d3\u30b9\u30fb\u30ec\u30d9\u30eb<\/li>\n\n\n\n<li>\u502b\u7406\u7684\u6295\u8cc7\u8981\u4ef6\u3084\u6d41\u52d5\u6027\u30cb\u30fc\u30ba\u306a\u3069\u306e\u7279\u5225\u306a\u5236\u7d04<\/li>\n\n\n\n<li>\u4e3b\u306a\u9023\u7d61\u5148\u3068\u305d\u306e\u5f79\u5272<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u69cb\u9020\u5316\u3055\u308c\u305f\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u6301\u3064\u5358\u4e00\u306eCRM\u30ec\u30b3\u30fc\u30c9\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u55b6\u696d\u4e2d\u306b\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u53ce\u96c6\u3055\u308c\u308b\u3068\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a9\u30fc\u30e0\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u3001\u53e3\u5ea7\u958b\u8a2d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u81ea\u52d5\u7684\u306b\u53cd\u6620\u3055\u308c\u307e\u3059\u3002\u518d\u5165\u529b\u306f\u4e0d\u8981\u3002\u4e8c\u5ea6\u624b\u9593\u306b\u306a\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u30bb\u30fc\u30eb\u30b9\u30fb\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u304c100\uff05\u5b8c\u4e86\u3059\u308b\u307e\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30ad\u30c3\u30af\u30aa\u30d5\u306f\u884c\u308f\u306a\u3044\u3068\u3044\u3046\u30b7\u30f3\u30d7\u30eb\u306a\u793e\u5185\u30eb\u30fc\u30eb\u304c\u3001\u3053\u308c\u3092\u5fb9\u5e95\u3059\u308b\u306e\u306b\u5f79\u7acb\u3063\u3066\u3044\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4e0d\u5b8c\u5168\u306a\u30cf\u30f3\u30c9\u30aa\u30d5\u304c\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u554f\u984c\u306b\u306a\u308b\u306e\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u9593\u3067\u5171\u6709\u3055\u308c\u308b\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u5316\u3055\u308c\u305f\u30bb\u30fc\u30eb\u30b9\u304b\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3078\u306e\u30cf\u30f3\u30c9\u30aa\u30d5\u30da\u30fc\u30b8\u3068\u3057\u3066\u5b9f\u88c5\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u8ab0\u3082\u304c\u540c\u3058\u60c5\u5831\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4f55\u3082\u6f0f\u308c\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-break-onboarding-into-small-visible-milestones\">2.\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u76ee\u306b\u898b\u3048\u308b\u5c0f\u3055\u306a\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u306b\u5206\u3051\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9577\u304f\u4e0d\u900f\u660e\u306a\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u305f\u3068\u3048\u793e\u5185\u306e\u30c1\u30fc\u30e0\u304c\u8fc5\u901f\u306a\u4f5c\u696d\u3092\u884c\u3063\u3066\u3044\u305f\u3068\u3057\u3066\u3082\u3001\u9867\u5ba2\u306b\u306f\u9045\u304f\u611f\u3058\u3089\u308c\u308b\u3002\u66f8\u985e\u3092\u63d0\u51fa\u3057\u3066\u304b\u30892\u9031\u9593\u3082\u4f55\u306e\u9023\u7d61\u3082\u306a\u3044\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u305f\u3068\u3048\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u7a4d\u6975\u7684\u306b\u30d5\u30a1\u30a4\u30eb\u3092\u30ec\u30d3\u30e5\u30fc\u3057\u3066\u3044\u305f\u3068\u3057\u3066\u3082\u3001\u4f55\u3082\u8d77\u3053\u3063\u3066\u3044\u306a\u3044\u3068\u601d\u3044\u8fbc\u3093\u3067\u3057\u307e\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u660e\u78ba\u306a\u6bb5\u968e\u306b\u5206\u3051\u308b\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u30c7\u30fc\u30bf\u53ce\u96c6\u5b8c\u4e86<\/li>\n\n\n\n<li>KYC\u5be9\u67fb\u304c\u627f\u8a8d\u3055\u308c\u308b<\/li>\n\n\n\n<li>\u53e3\u5ea7\u958b\u8a2d\u78ba\u8a8d<\/li>\n\n\n\n<li>\u6700\u521d\u306e\u8cc7\u91d1\u8abf\u9054<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u6d3b\u6027\u5316<\/li>\n\n\n\n<li>\u7b2c1\u56de\u30ec\u30d3\u30e5\u30fc\u30fb\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u4e88\u5b9a<\/li>\n<\/ol>\n\n\n\n<p 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class=\"wp-block-paragraph\">InvestGlass\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u3053\u308c\u3089\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u8868\u793a\u3057\u3001\u5404\u30b9\u30c6\u30c3\u30d7\u304c\u5b8c\u4e86\u3057\u305f\u3068\u304d\u306b\u81ea\u52d5\u66f4\u65b0\u3092\u9001\u4fe1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u306f\u624b\u52d5\u3067E\u30e1\u30fc\u30eb\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u5e38\u306b\u60c5\u5831\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/530dd361-db88-4894-971c-215c907c3411.png\" 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style=\"width:840px;height:auto\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-use-smart-digital-onboarding-and-kyc-forms\">3.\u30b9\u30de\u30fc\u30c8\u30fb\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u30d5\u30a9\u30fc\u30e0\u306e\u4f7f\u7528<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d19\u306e\u30d5\u30a9\u30fc\u30e0\u3001\u30b9\u30ad\u30e3\u30f3\u3057\u305fPDF\u3001\u5370\u5237\u5f8c\u306b\u30b9\u30ad\u30e3\u30f3\u3057\u76f4\u3059\u7f72\u540d\u306f\u3001\u90f5\u9001\u3084\u96fb\u5b50\u30e1\u30fc\u30eb\u306b\u4f55\u65e5\u3082\u9045\u308c\u3092\u751f\u3058\u3055\u305b\u308b\u3002\u307e\u305f\u3001\u4fee\u6b63\u30b5\u30a4\u30af\u30eb\u3092\u5fc5\u8981\u3068\u3059\u308b\u30a8\u30e9\u30fc\u3082\u767a\u751f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u30eb\u30fc\u30eb\u306b\u57fa\u3065\u304f\u81ea\u52d5\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3092\u4f7f\u7528\u3057\u307e\u3059\u3002\u7279\u5b9a\u306e\u56fd\u3001\u8907\u96d1\u306a\u6240\u6709\u69cb\u9020\u3001\u7279\u5b9a\u306e\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u9ad8\u3044\u30b9\u30b3\u30a2\u3092\u5272\u308a\u5f53\u3066\u308b\u3002\u305d\u308c\u306b\u5fdc\u3058\u3066\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u884c\u3044\u3001\u4eba\u9593\u306e\u6ce8\u610f\u3092\u6700\u3082\u91cd\u8981\u306a\u90e8\u5206\u306b\u96c6\u4e2d\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a19\u6e96\u7684\u306aKYC\u30ec\u30d3\u30e5\u30fc\u309224\u6642\u9593\u4ee5\u5185\u306b\u884c\u3046\u306a\u3069\u306e\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u3001CRM\u5185\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067\u8ffd\u8de1\u3057\u307e\u3059\u3002\u7d4c\u55b6\u9663\u306f\u9045\u308c\u3092\u65e9\u671f\u306b\u767a\u898b\u3057\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u304c\u9867\u5ba2\u304b\u3089\u306e\u82e6\u60c5\u306b\u767a\u5c55\u3059\u308b\u524d\u306b\u30ea\u30bd\u30fc\u30b9\u3092\u518d\u914d\u5206\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3053\u308c\u3089\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306b\u30bf\u30b9\u30af\u3092\u9001\u308a\u3001\u5404\u6c7a\u5b9a\u3092\u8a18\u9332\u3057\u3001\u76e3\u67fb\u8a3c\u8de1\u3092\u5b89\u5168\u306a\u30b9\u30a4\u30b9\u74b0\u5883\u306b\u4fdd\u5b58\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001\u3088\u308a\u8fc5\u901f\u306a\u51e6\u7406\u3068\u3001\u3088\u308a\u5f37\u56fa\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8\u5316\u304c\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-shift-training-and-education-to-self-service\">5.\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u6559\u80b2\u3092\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306b\u30b7\u30d5\u30c8\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u4f1a\u793e\u306f\u3001\u53e3\u5ea7\u304c\u958b\u8a2d\u3055\u308c\u3066\u521d\u3081\u3066\u9867\u5ba2\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u884c\u3046\u3002\u3064\u307e\u308a\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u9867\u5ba2\u304c\u30b5\u30fc\u30d3\u30b9\u3092\u5229\u7528\u3059\u308b\u6e96\u5099\u304c\u6574\u3046\u307e\u3067\u3001\u9577\u3044\u30bb\u30c3\u30b7\u30e7\u30f3\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u7d44\u307e\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30ab\u30ec\u30f3\u30c0\u30fc\u304c\u5236\u7d04\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8abf\u67fb\u306b\u3088\u308b\u3068\u3001\u7814\u4fee\u5185\u5bb9\u306e90\uff05\u306f\u3001\u30e9\u30a4\u30d6\u30fb\u30bb\u30c3\u30b7\u30e7\u30f3\u304b\u308924\u6642\u9593\u4ee5\u5185\u306b\u5fd8\u308c\u3066\u3057\u307e\u3046\u3002\u6905\u5b50\u306b\u5ea7\u3063\u305f\u307e\u307e\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u751f\u7523\u6027\u304c\u9ad8\u3044\u3088\u3046\u306b\u611f\u3058\u308b\u304c\u3001\u5b9a\u7740\u7387\u306f\u4f4e\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3088\u308a\u826f\u3044\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u77ed\u3044\u30d3\u30c7\u30aa\u3001\u30b9\u30c6\u30c3\u30d7\u30fb\u30d0\u30a4\u30fb\u30b9\u30c6\u30c3\u30d7\u306e\u30ac\u30a4\u30c9\u3001\u30a4\u30f3\u30bf\u30e9\u30af\u30c6\u30a3\u30d6\u306a\u88fd\u54c1\u30c4\u30a2\u30fc\u3001FAQ\u306e\u30e9\u30a4\u30d6\u30e9\u30ea\u3092\u4f5c\u6210\u3057\u3001\u65b0\u898f\u9867\u5ba2\u304c\u5951\u7d04\u5f8c\u3059\u3050\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u30c8\u30d4\u30c3\u30af\u3092\u53d6\u308a\u4e0a\u3052\u307e\u3057\u3087\u3046\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6587\u66f8\u3092\u5b89\u5168\u306b\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3059\u308b\u65b9\u6cd5<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u306e\u4ed5\u7d44\u307f<\/li>\n\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306e\u64cd\u4f5c\u65b9\u6cd5<\/li>\n\n\n\n<li>\u5404\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b9\u30c6\u30fc\u30b8\u3067\u671f\u5f85\u3055\u308c\u308b\u3053\u3068<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30ea\u30bd\u30fc\u30b9\u306b\u3088\u308a\u3001\u9867\u5ba2\u306f\u81ea\u5206\u306e\u30da\u30fc\u30b9\u3067\u5b66\u7fd2\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u65b0\u6a5f\u80fd\u3084\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3092\u5b8c\u5168\u306b\u7406\u89e3\u3059\u308b\u305f\u3081\u306b\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u6559\u6750\u3092\u518d\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u8cc7\u6599\u306f\u3001\u53d7\u4fe1\u30c8\u30ec\u30a4\u306b\u7d1b\u308c\u8fbc\u3093\u3067\u3057\u307e\u3046\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u3092\u9001\u4fe1\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30e1\u30fc\u30eb\u3084\u30dd\u30fc\u30bf\u30eb\u5185\u306b\u57cb\u3081\u8fbc\u307f\u307e\u3059\u3002\u5404\u9867\u5ba2\u304c\u3069\u306e\u8cc7\u6599\u3092\u95b2\u89a7\u3057\u305f\u304b\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3067\u3001\u30e9\u30a4\u30d6\u30bb\u30c3\u30b7\u30e7\u30f3\u306f\u57fa\u672c\u7684\u306a\u30ca\u30d3\u30b2\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u306a\u304f\u3001\u3088\u308a\u4fa1\u5024\u306e\u9ad8\u3044\u8cea\u554f\u3084\u88fd\u54c1\u63a1\u7528\u3092\u4fc3\u9032\u3059\u308b\u30b3\u30a2\u6a5f\u80fd\u306b\u7126\u70b9\u3092\u5f53\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u65b9\u5f0f\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u5b66\u7fd2\u30b9\u30bf\u30a4\u30eb\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u308b\u3002\u30d3\u30c7\u30aa\u3092\u597d\u3080\u9867\u5ba2\u3082\u3044\u308b\u3002\u6587\u66f8\u306b\u3088\u308b\u30ac\u30a4\u30c9\u3092\u597d\u3080\u4eba\u3082\u3044\u308b\u3002\u65e9\u304f\u9032\u307f\u305f\u3044\u4eba\u3082\u3044\u308b\u3002\u307e\u305f\u3001\u614e\u91cd\u306b\u8a73\u7d30\u3092\u78ba\u8a8d\u3057\u305f\u3044\u4eba\u3082\u3044\u307e\u3059\u3002\u9867\u5ba2\u306b\u3053\u306e\u3088\u3046\u306a\u67d4\u8edf\u6027\u3092\u4e0e\u3048\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u3068\u540c\u6642\u306b\u3001\u30c1\u30fc\u30e0\u3078\u306e\u8981\u6c42\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u5185\u306b\u3053\u308c\u3089\u306e\u30ea\u30bd\u30fc\u30b9\u3092\u30db\u30b9\u30c8\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u304a\u3051\u308b\u9069\u5207\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u9867\u5ba2\u3092\u8a98\u5c0e\u3059\u308b\u305f\u3081\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u96fb\u5b50\u30e1\u30fc\u30eb\u30b7\u30fc\u30b1\u30f3\u30b9\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-automate-reminders-approvals-and-communications\">6.\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3001\u627f\u8a8d\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u81ea\u52d5\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u306e\u3046\u3061\u3001\u9a5a\u304f\u307b\u3069\u591a\u3044\u306e\u304c\u5358\u306a\u308b\u5f85\u3061\u6642\u9593\u3067\u3042\u308b\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3059\u308b\u306e\u3092\u5f85\u3064\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u30d5\u30a1\u30a4\u30eb\u3092\u627f\u8a8d\u3059\u308b\u306e\u3092\u5f85\u3064\u3002\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u304c\u53e3\u5ea7\u756a\u53f7\u3092\u78ba\u8a8d\u3059\u308b\u306e\u3092\u5f85\u3064\u3002\u8ab0\u3082\u6c17\u3065\u304b\u306a\u3044\u3002\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u304c\u8ab0\u306e\u3082\u306e\u304b\u3001\u8ab0\u3082\u308f\u304b\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u304c\u3053\u308c\u3092\u89e3\u6c7a\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9867\u5ba2\u30ea\u30de\u30a4\u30f3\u30c0\u30fc<\/strong>:\u66f8\u985e\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u5951\u7d04\u66f8\u3078\u306e\u7f72\u540d\u3001\u53e3\u5ea7\u3078\u306e\u5165\u91d1\u3092\u4f9d\u983c\u3059\u308b\u81ea\u52d5\u30e1\u30c3\u30bb\u30fc\u30b8\u3002\u671f\u9650\u306b\u9045\u308c\u305f\u5834\u5408\u306f\u3001\u7a4f\u3084\u304b\u306b\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u3002.<\/li>\n\n\n\n<li><strong>\u5185\u90e8\u901a\u77e5<\/strong>:\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306e\u30c7\u30b9\u30af\u306b\u30bf\u30b9\u30af\u304c\u767a\u751f\u3059\u308b\u3068\u30a2\u30e9\u30fc\u30c8\u3067\u304a\u77e5\u3089\u305b\u3057\u307e\u3059\u3002\u672a\u51e6\u7406\u9805\u76ee\u306e\u65e5\u6b21\u307e\u305f\u306f\u9031\u6b21\u30b5\u30de\u30ea\u30fc.<\/li>\n\n\n\n<li><strong>\u9032\u6357\u72b6\u6cc1<\/strong>:KYC\u304c\u627f\u8a8d\u3055\u308c\u305f\u3068\u304d\u3084\u53e3\u5ea7\u304c\u958b\u8a2d\u3055\u308c\u305f\u3068\u304d\u306b\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u5316\u3055\u308c\u305f\u3001\u3057\u304b\u3057\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30e1\u30c3\u30bb\u30fc\u30b8\u304c\u9867\u5ba2\u306b\u901a\u77e5\u3055\u308c\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u8d77\u8349\u306a\u3057\u3067\u884c\u308f\u308c\u308b\u3002\u5177\u4f53\u7684\u306a\u72b6\u6cc1\u3084\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u306b\u8a00\u53ca\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u9867\u5ba2\u306b\u3068\u3063\u3066\u500b\u4eba\u7684\u306a\u3082\u306e\u3068\u611f\u3058\u3089\u308c\u308b\u3002\u81ea\u52d5\u5316\u306f\u307e\u305f\u3001\u9867\u5ba2\u56fa\u6709\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u3084\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u3067\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30dd\u30fc\u30c8\u3092\u53ef\u80fd\u306b\u3057\u3001\u9867\u5ba2\u56fa\u6709\u306e\u8ab2\u984c\u3078\u306e\u5bfe\u51e6\u3092\u652f\u63f4\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306fCRM\u30c7\u30fc\u30bf\u3001\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3001E\u30e1\u30fc\u30eb\u3084\u30dd\u30fc\u30bf\u30eb\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u3064\u306a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u624b\u52d5\u306e\u30d7\u30ed\u30bb\u30b9\u304c\u751f\u307f\u51fa\u3059\u5f85\u3061\u6642\u9593\u3092\u306a\u304f\u3057\u3001\u3088\u308a\u65e9\u304f\u9867\u5ba2\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-helps-financial-institutions-reduce-onboarding-time\">InvestGlass\u304c\u91d1\u878d\u6a5f\u95a2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3068\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u9867\u5ba2\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30921\u3064\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u7d71\u5408\u3057\u307e\u3059\u3002\u4e00\u822c\u7684\u306aCRM\u30c4\u30fc\u30eb\u3068\u306f\u7570\u306a\u308a\u3001\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u308b\u305f\u3081\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u516c\u5171\u6a5f\u95a2\u306f\u3001\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u5c45\u4f4f\u898f\u5247\u3092\u5c0a\u91cd\u3057\u306a\u304c\u3089\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u8fc5\u901f\u306b\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u52b9\u7387\u6027\u3068\u4e3b\u6a29\u306f\u30c8\u30ec\u30fc\u30c9\u30aa\u30d5\u306e\u95a2\u4fc2\u306b\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30d4\u30fc\u30c9\u306b\u5f71\u97ff\u3059\u308b\u5177\u4f53\u7684\u306a\u80fd\u529b\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u80fd\u529b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30a4\u30f3\u30d1\u30af\u30c8<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30b8\u30bf\u30eb\u9867\u5ba2\u5165\u529b\u30d5\u30a9\u30fc\u30e0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7528\u7d19\u306e\u9045\u5ef6\u3084\u518d\u5165\u529b\u30df\u30b9\u3092\u306a\u304f\u3059<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u52d5\u5316\u3055\u308c\u305f\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u624b\u4f5c\u696d\u306b\u3088\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5be9\u67fb\u6642\u9593\u3092\u77ed\u7e2e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u96fb\u5b50\u6587\u66f8\u306e\u53ce\u96c6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u306f\u3044\u3064\u3067\u3082\u3069\u3053\u304b\u3089\u3067\u3082\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3067\u304d\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30bf\u30b9\u30af\u306f\u81ea\u52d5\u7684\u306b\u9069\u5207\u306a\u62c5\u5f53\u8005\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30a2\u30af\u30bb\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u306f\u9032\u6357\u72b6\u6cc1\u3092\u78ba\u8a8d\u3057\u3001\u5358\u72ec\u3067\u884c\u52d5\u3092\u5b8c\u4e86\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u306e\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3068\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u30ea\u30b9\u30af\u306e\u5be9\u67fb\u3092\u72a0\u7272\u306b\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u4f4e\u30ea\u30b9\u30af\u306e\u6848\u4ef6\u3092\u8fc5\u901f\u306b\u51e6\u7406<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3092\u5229\u7528\u3057\u3066\u3044\u308b\u4e2d\u898f\u6a21\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e0a\u3067\u30d7\u30ed\u30bb\u30b9\u3092\u6a19\u6e96\u5316\u3057\u305f\u5f8c\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u5e73\u5747\u6642\u9593\u30924\u9031\u9593\u304b\u308910\u65e5\u306b\u77ed\u7e2e\u3057\u305f\u3002\u540c\u793e\u306e\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30b5\u30af\u30bb\u30b9\u30fb\u30c1\u30fc\u30e0\u306f\u3001\u66f8\u985e\u3092\u8ffd\u3044\u304b\u3051\u308b\u3088\u308a\u3082\u3001\u95a2\u4fc2\u69cb\u7bc9\u306b\u6642\u9593\u3092\u8cbb\u3084\u3059\u3088\u3046\u306b\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u96e2\u308c\u3092\u9632\u304e\u3001\u65b0\u898f\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u305f\u3044\u3068\u304a\u8003\u3048\u306a\u3089\u3001\u73fe\u5728\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u9752\u5199\u771f\u3092\u898b\u76f4\u3059\u3053\u3068\u3092\u3054\u691c\u8a0e\u304f\u3060\u3055\u3044\u3002\u30c7\u30e2\u3067\u306f\u3001\u7279\u5b9a\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u30c7\u30b8\u30bf\u30eb\u5316\u3057\u3001\u9ad8\u901f\u5316\u3067\u304d\u308b\u304b\u3092\u5177\u4f53\u7684\u306b\u793a\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30d4\u30fc\u30c9\u3092\u6539\u5584\u3057\u3001InvestGlass\u3067\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u5f37\u3044\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3068\u7d99\u7d9a\u7684\u306a\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u901a\u3058\u3066\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-and-continuously-improving-onboarding-speed\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b9\u30d4\u30fc\u30c9\u306e\u6e2c\u5b9a\u3068\u7d99\u7d9a\u7684\u6539\u5584<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u78ba\u306a\u6e2c\u5b9a\u57fa\u6e96\u304c\u306a\u3051\u308c\u3070\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u5e38\u306b\u9045\u304f\u611f\u3058\u3089\u308c\u308b\u304c\u3001\u30c1\u30fc\u30e0\u306f\u3069\u3053\u306b\u52b4\u529b\u3092\u6295\u8cc7\u3059\u3079\u304d\u304b\u3092\u8a3c\u660e\u3067\u304d\u306a\u3044\u3002\u6e2c\u5b9a\u306f\u610f\u898b\u3092\u5b9f\u884c\u53ef\u80fd\u306a\u6d1e\u5bdf\u306b\u5909\u3048\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306b\u95a2\u9023\u3059\u308b\u4e3b\u306a\u6307\u6a19\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul 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class=\"wp-block-paragraph\">\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u306e\u5404\u30c1\u30fc\u30e0\u304c\u3001\u6700\u8fd1\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u3067\u632f\u308a\u8fd4\u308b\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\uff08\u56db\u534a\u671f\u306b1\u56de\u7a0b\u5ea6\uff09\u3092\u5b9f\u65bd\u3059\u308b\u3002\u4e0d\u5fc5\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3001\u7e70\u308a\u8fd4\u3055\u308c\u308b\u30ea\u30af\u30a8\u30b9\u30c8\u3001\u5f85\u3061\u6642\u9593\u3092\u751f\u3080\u30cf\u30f3\u30c9\u30aa\u30d5\u3092\u7279\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u6a19\u306f\u3001\u7d99\u7d9a\u7684\u306a\u5c0f\u3055\u306a\u5b9f\u9a13\u306b\u3088\u308b\u7d99\u7d9a\u7684\u6539\u5584\u3067\u3042\u308b\u3002\u30bf\u30b9\u30af\u306e\u9806\u5e8f\u3092\u5909\u3048\u308b\u3002\u3042\u308b\u30d5\u30a9\u30fc\u30e0\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3092\u7c21\u7d20\u5316\u3059\u308b\u3002E\u30e1\u30fc\u30eb\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u8abf\u6574\u3059\u308b\u3002\u30bf\u30a4\u30e0\u30c8\u30a5\u30d0\u30ea\u30e5\u30fc\u3078\u306e\u5f71\u97ff\u3092\u6e2c\u5b9a\u3059\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u696d\u52d9\u3092\u4e2d\u65ad\u3055\u305b\u308b\u3088\u3046\u306a\u5927\u898f\u6a21\u306a\u5358\u767a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u5fc5\u8981\u3068\u305b\u305a\u3001\u7740\u5b9f\u306a\u5229\u76ca\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u8cea\u554f\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30b9\u30d4\u30fc\u30c9\u30a2\u30c3\u30d7\u3059\u308b\u305f\u3081\u306b\u518d\u8a2d\u8a08\u3059\u308b\u969b\u306b\u3057\u3070\u3057\u3070\u51fa\u3066\u304f\u308b\u5b9f\u52d9\u7684\u306a\u61f8\u5ff5\u4e8b\u9805\u3092\u53d6\u308a\u4e0a\u3052\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-fast-is-too-fast-when-onboarding-regulated-clients\">\u898f\u5236\u5bfe\u8c61\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308b\u901f\u3059\u304e\u308b\u30b9\u30d4\u30fc\u30c9\u3068\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b63\u3057\u3044\u7b54\u3048\u306f\u3001\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u3001\u793e\u5185\u306e\u30ea\u30b9\u30af\u9078\u597d\u5ea6\u3001\u5404\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u306e\u671f\u5f85\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u898b\u3064\u3051\u308b\u3053\u3068\u306b\u304b\u304b\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6975\u3081\u3066\u4f4e\u30ea\u30b9\u30af\u306e\u30c7\u30b8\u30bf\u30eb\u8caf\u84c4\u5546\u54c1\u306e\u5834\u5408\u3001\u5373\u6642\u627f\u8a8d\u306f\u7406\u306b\u9069\u3063\u3066\u304a\u308a\u3001\u65b0\u898f\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u306e\u671f\u5f85\u3082\u9ad8\u307e\u3063\u3066\u3044\u308b\u3002\u8907\u6570\u306e\u6cd5\u5236\u5ea6\u304c\u7d61\u3080\u8907\u96d1\u306a\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u6295\u8cc7\u6848\u4ef6\u306e\u5834\u5408\u3001\u900f\u660e\u6027\u304c\u78ba\u4fdd\u3055\u308c\u3001\u7ba1\u7406\u304c\u884c\u304d\u5c4a\u3044\u3066\u3044\u308c\u3070\u30012\uff5e4\u9031\u9593\u306e\u30d7\u30ed\u30bb\u30b9\u304c\u5b8c\u5168\u306b\u9069\u5207\u306a\u5834\u5408\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e9\u3059\u304e\u308b\u3068\u3044\u3046\u306e\u306f\u3001\u30c1\u30fc\u30e0\u304c\u6587\u66f8\u306b\u3088\u308b\u30c1\u30a7\u30c3\u30af\u3092\u7701\u7565\u3057\u305f\u308a\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3092\u6025\u3044\u3060\u308a\u3001\u9867\u5ba2\u304c\u5951\u7d04\u5185\u5bb9\u306b\u3064\u3044\u3066\u4e0d\u660e\u77ad\u306a\u307e\u307e\u653e\u7f6e\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u305d\u306e\u7d50\u679c\u3001\u82e6\u60c5\u3084\u898f\u5236\u4e0a\u306e\u554f\u984c\u304c\u751f\u3058\u305f\u308a\u3001\u5f37\u56fa\u306a\u95a2\u4fc2\u304c\u640d\u306a\u308f\u308c\u305f\u308a\u3059\u308b\u3002\u793e\u5185\u306e\u5358\u7d14\u306a\u7d4c\u9a13\u5247\u3067\u306f\u3001\u6cd5\u5f8b\u3084\u793e\u5185\u306e\u30ea\u30b9\u30af\u30fb\u30dd\u30ea\u30b7\u30fc\u3067\u7fa9\u52d9\u4ed8\u3051\u3089\u308c\u3066\u3044\u306a\u3044\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u524a\u9664\u3059\u3079\u304d\u3067\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-can-small-firms-speed-up-onboarding-without-a-large-operations-team\">\u5927\u898f\u6a21\u306a\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30c1\u30fc\u30e0\u306a\u3057\u3067\u3001\u5c0f\u898f\u6a21\u30d5\u30a1\u30fc\u30e0\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30b9\u30d4\u30fc\u30c9\u30a2\u30c3\u30d7\u3059\u308b\u65b9\u6cd5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u5c0f\u4f01\u696d\u306f\u3001\u52b9\u7387\u5316\u3078\u306e\u9053\u3092\u96c7\u7528\u3067\u5207\u308a\u958b\u3053\u3046\u3068\u3059\u308b\u3088\u308a\u3082\u3001\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306e\u8ce2\u3044\u5229\u7528\u3092\u512a\u5148\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1\u3064\u304b2\u3064\u306e\u4e3b\u8981\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u6a19\u6e96\u5316\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u308b\u3002\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u53ce\u96c6\u306b\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u3067\u306f\u306a\u304f\u3001\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u7528\u3059\u308b\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u304c\u540c\u3058\u3088\u3046\u306aE\u30e1\u30fc\u30eb\u3092\u4f55\u5ea6\u3082\u4f5c\u6210\u3057\u306a\u3044\u3088\u3046\u306b\u3001\u5171\u901a\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u7528\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3002.<\/p>\n\n\n\n<p 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onboarding delays stem from process bottlenecks, scattered data and manual work rather than product or regulatory complexity. Fixing the process fixes the timeline. Customer onboarding time is a key metric that measures how quickly new clients are fully onboarded and able to use your services, directly impacting business outcomes such as user adoption and satisfaction. A faster customer onboarding process directly reduces time to value, improves customer retention rates and shortens revenue recognition cycles for banks, wealth managers and other financial institutions. Improving these processes leads to a better customer onboarding experience, which helps clients feel supported and engaged from the start, increasing their likelihood of long term success. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49080,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45,95],"class_list":["post-49081","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Reduce Client Onboarding Time | InvestGlass<\/title>\n<meta name=\"description\" content=\"Most onboarding delays stem from process bottlenecks, scattered data and\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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