{"id":49086,"date":"2026-02-20T09:00:00","date_gmt":"2026-02-20T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49086"},"modified":"2026-03-02T20:49:33","modified_gmt":"2026-03-02T19:49:33","slug":"%e6%8b%a1%e5%bc%b5%e6%80%a7%e3%81%ae%e3%81%82%e3%82%8b%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%83%bb%e3%83%93%e3%82%b8%e3%83%8d%e3%82%b9","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-build-a-scalable-wealth-management-business\/","title":{"rendered":"\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30d3\u30b8\u30cd\u30b9\u3092\u69cb\u7bc9\u3059\u308b\u306b\u306f\uff1f"},"content":{"rendered":"<p 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class=\"wp-block-paragraph\">\u6301\u7d9a\u53ef\u80fd\u306a\u898f\u6a21\u306f\u3001\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3001\u4fa1\u683c\u8a2d\u5b9a\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30c1\u30fc\u30e0\u30c7\u30b6\u30a4\u30f3\u3001\u305d\u3057\u3066\u3001\u6b21\u306e\u3088\u3046\u306a\u5404\u65b9\u9762\u306b\u308f\u305f\u308b\u5354\u8abf\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u304b\u3089\u751f\u307e\u308c\u308b\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5993\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> 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id=\"h-introduction-why-scalability-matters-now\">\u306f\u3058\u3081\u306b\u306a\u305c\u4eca\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u304c\u91cd\u8981\u306a\u306e\u304b<\/h2>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u6210\u9577\u3068\u898f\u6a21\u306e\u9055\u3044\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u6210\u9577\u3068\u306f\u3001\u9867\u5ba2\u3068\u8cc7\u7523\u3092\u5897\u3084\u3059\u3053\u3068\u3002\u898f\u6a21\u3068\u306f\u3001\u53ce\u76ca\u3068\u8cc7\u7523\u304c\u4eba\u54e1\u3084\u904b\u55b6\u30b3\u30b9\u30c8\u3088\u308a\u3082\u901f\u304f\u6210\u9577\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002AUM\u304c\u500d\u5897\u3057\u3066\u3082\u3001\u30c1\u30fc\u30e0\u3082\u500d\u5897\u3059\u308b\u3088\u3046\u306a\u4f1a\u793e\u306f\u3001\u6210\u9577\u306f\u3057\u3066\u3082\u30b9\u30b1\u30fc\u30eb\u30a2\u30c3\u30d7\u306f\u3057\u3066\u3044\u306a\u3044\u3002\u771f\u306e\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u4e00\u4eba\u5f53\u305f\u308a\u306e\u53ce\u76ca\u306e\u5411\u4e0a\u3001\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u3001\u8907\u96d1\u3055\u306b\u6bd4\u4f8b\u3057\u306a\u3044\u4e88\u6e2c\u53ef\u80fd\u306a\u6210\u9577\u306a\u3069\u3001\u6e2c\u5b9a\u53ef\u80fd\u306a\u6210\u679c\u3092\u3082\u305f\u3089\u3059\u3002.<\/p>\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\u7279\u306b\u898f\u5236\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u304c\u30c7\u30fc\u30bf\u7ba1\u7406\u3084\u9867\u5ba2\u3068\u306e\u89aa\u5bc6\u3055\u3092\u72a0\u7272\u306b\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7ba1\u7406\u3057\u3001\u5353\u8d8a\u3057\u305f\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u306e\u306b\u5f79\u7acb\u3063\u3066\u3044\u308b\u3002\u672c\u8a18\u4e8b\u3067\u306f\u3001InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3001\u30b9\u30b1\u30fc\u30eb\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u6226\u7565\u3084\u30d7\u30ed\u30bb\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u5b9f\u73fe\u3059\u308b\u304b\u306b\u3064\u3044\u3066\u8a00\u53ca\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u306f\u3001\u6226\u7565\u3001\u30aa\u30da\u30ec\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30e2\u30c7\u30eb\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b9\u30bf\u30c3\u30af\u3001\u30c1\u30fc\u30e0\u69cb\u6210\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u305d\u3057\u3066\u8a08\u6e2c\u3092\u7db2\u7f85\u3057\u305f\u5b9f\u8df5\u7684\u306a\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u63d0\u4f9b\u3059\u308b\u3002\u30c1\u30fc\u30e0\u3092\u75b2\u5f0a\u3055\u305b\u308b\u3053\u3068\u306a\u304f\u3001\u307e\u305f\u30b3\u30a2\u30fb\u30d0\u30ea\u30e5\u30fc\u3092\u640d\u306a\u3046\u3053\u3068\u306a\u304f\u3001\u6301\u7d9a\u53ef\u80fd\u306a\u6210\u9577\u3092\u9054\u6210\u3057\u305f\u3044\u3068\u8003\u3048\u308b\u898f\u5236\u5bfe\u8c61\u30a6\u30a7\u30eb\u30b9\u30fb\u30d5\u30a1\u30fc\u30e0\u306e\u30aa\u30fc\u30ca\u30fc\u3084\u30ea\u30fc\u30c0\u30fc\u5411\u3051\u306b\u66f8\u304b\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-define-a-scalable-strategy-and-client-target\">\u62e1\u5f35\u53ef\u80fd\u306a\u6226\u7565\u3068\u9867\u5ba2\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u5b9a\u7fa9\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u6a21\u3092\u62e1\u5927\u3059\u308b\u306b\u306f\u3001\u307e\u305a\u7126\u70b9\u3092\u7d5e\u308b\u3053\u3068\u304b\u3089\u59cb\u307e\u308b\u3002\u30de\u30b9\u30fb\u30a2\u30d5\u30eb\u30a8\u30f3\u30c8\u304b\u3089\u8d85\u5bcc\u88d5\u5c64\u307e\u3067\u3001\u540c\u3058\u30e2\u30c7\u30eb\u3067\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u4f01\u696d\u306f\u3001\u52b9\u7387\u7684\u306b\u898f\u6a21\u3092\u62e1\u5927\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002\u3059\u3079\u3066\u306e\u4eba\u306b\u3059\u3079\u3066\u3092\u63d0\u4f9b\u3057\u3088\u3046\u3068\u3059\u308b\u3068\u3001\u30ea\u30bd\u30fc\u30b9\u304c\u8584\u304f\u306a\u308a\u3001\u30e1\u30c3\u30bb\u30fc\u30b8\u304c\u5e0c\u8584\u306b\u306a\u308a\u3001\u518d\u73fe\u6027\u306e\u3042\u308b\u30d7\u30ed\u30bb\u30b9\u3092\u69cb\u7bc9\u3059\u308b\u306e\u306b\u82e6\u52b4\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u6700\u3082\u6210\u529f\u3057\u3066\u3044\u308b\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u306f\u3001\u8ab0\u306b\u306a\u305c\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u306e\u304b\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-your-ideal-client-profile\">\u7406\u60f3\u306e\u9867\u5ba2\u50cf\u306e\u5b9a\u7fa9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u306a\u57fa\u6e96\u3092\u7528\u3044\u3066\u7406\u60f3\u7684\u306a\u9867\u5ba2\u3092\u5b9a\u7fa9\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u3088\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>\u57fa\u6e96<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30d1\u30e9\u30e1\u30fc\u30bf\u4f8b<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7d14\u8cc7\u7523\u30d0\u30f3\u30c9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>$1\u767e\u4e07\uff5e$5\u767e\u4e07\u306e\u6295\u8cc7\u53ef\u80fd\u8cc7\u7523<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5730\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u5728\u4f4f\u8005\u307e\u305f\u306fEU\u570f\u306e\u99d0\u5728\u54e1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30e9\u30a4\u30d5\u30b9\u30c6\u30fc\u30b8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b9a\u5e74\u9000\u8077\u524d\u306e\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u3084\u4e8b\u696d\u64a4\u9000\u3092\u63a7\u3048\u305f\u7d4c\u55b6\u8005<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8077\u696d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6280\u8853\u7d4c\u55b6\u8005\u3001\u533b\u7642\u5f93\u4e8b\u8005\u3001\u8d77\u696d\u5bb6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30cb\u30fc\u30ba\u306e\u8907\u96d1\u3055<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u591a\u901a\u8ca8\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30bf\u30c3\u30af\u30b9\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u7406\u60f3\u7684\u306a\u9867\u5ba2\u50cf\u306f\u3001\u4e00\u6587\u3067\u8aac\u660e\u3067\u304d\u308b\u307b\u3069\u5177\u4f53\u7684\u3067\u3042\u308b\u3079\u304d\u3067\u3059\u3002\u4f8b\u3048\u3070\u300c\u79c1\u305f\u3061\u306f\u3001\u30b9\u30a4\u30b9\u3092\u62e0\u70b9\u3068\u3057\u30015\u5e74\u4ee5\u5185\u306b\u4f1a\u793e\u3092\u58f2\u5374\u3059\u308b\u4e88\u5b9a\u306e\u6d41\u52d5\u8cc7\u75231,000\u4e07\u5186\u304b\u30892,000\u4e07\u5186\u306e\u8d77\u696d\u5bb6\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u201c<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-clear-client-segments\">\u660e\u78ba\u306a\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u69cb\u7bc9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">3\u3064\u4ee5\u4e0a\u306e\u660e\u78ba\u306a\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u4f5c\u308a\u3001\u305d\u308c\u305e\u308c\u306b\u660e\u78ba\u306a\u30d0\u30ea\u30e5\u30fc\u30fb\u30d7\u30ed\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u6301\u305f\u305b\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a8\u30de\u30fc\u30b8\u30f3\u30b0\u30fb\u30a2\u30d5\u30eb\u30a8\u30f3\u30c8<\/strong> ($500K\u304b\u3089$2M\uff09\uff1a\u5b9a\u671f\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30c1\u30a7\u30c3\u30af\u30a4\u30f3\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u6559\u80b2\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u3088\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u7d4c\u9a13\u3002\u3053\u308c\u3089\u306e\u9867\u5ba2\u306f\u3001\u30a2\u30af\u30bb\u30b9\u306e\u3057\u3084\u3059\u3055\u3068\u900f\u660e\u6027\u306e\u9ad8\u3044\u4fa1\u683c\u8a2d\u5b9a\u3092\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30a2\u5bcc\u88d5\u5c64<\/strong> ($2M\u304b\u3089$10M\uff09\uff1a\u5b9a\u671f\u7684\u306a\u500b\u4eba\u9762\u8ac7\u3001\u5305\u62ec\u7684\u306a\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u6295\u8cc7\u7ba1\u7406\u3002\u56db\u534a\u671f\u3054\u3068\u306e\u898b\u76f4\u3057\u3001\u7a0e\u91d1\u306e\u6700\u9069\u5316\u6226\u7565\u3001\u76f8\u7d9a\u8a08\u753b\u306e\u30b5\u30dd\u30fc\u30c8\u3082\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8d85\u5bcc\u88d5\u5c64<\/strong> ($10M+)\uff1a\u5c02\u4efb\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30c1\u30fc\u30e0\u306b\u3088\u308b\u30db\u30ef\u30a4\u30c8\u30fb\u30b0\u30ed\u30fc\u30d6\u30fb\u30b5\u30fc\u30d3\u30b9\u3001\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u6295\u8cc7\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3001\u591a\u4e16\u4ee3\u306b\u308f\u305f\u308b\u8cc7\u7523\u79fb\u8ee2\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3002\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u983b\u7e41\u3067\u3001\u9ad8\u5ea6\u306b\u500b\u5225\u5316\u3055\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u3001\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u983b\u5ea6\u3001\u30c7\u30b8\u30bf\u30eb\u30a2\u30af\u30bb\u30b9\u3092\u7570\u306a\u3089\u305b\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u305d\u308c\u305e\u308c\u306e\u95a2\u4fc2\u3054\u3068\u306b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5237\u65b0\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u3088\u308a\u591a\u304f\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-choosing-market-positioning\">\u5e02\u5834\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u306e\u9078\u629e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6226\u7565\u7684\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306b\u306f\u3001\u62e1\u5f35\u6027\u306e\u3042\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u5e02\u5834\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u81ea\u3089\u3092\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u3068\u4f4d\u7f6e\u3065\u3051\u3066\u3044\u308b\u4f01\u696d\u306f\u3001\u305d\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c\u826f\u3044\u30de\u30c3\u30c1\u30f3\u30b0\u3092\u5bb9\u6613\u306b\u898b\u6975\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u81ea\u7136\u306b\u7d39\u4ecb\u3092\u96c6\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u6b21\u306e\u3088\u3046\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u8003\u3048\u3066\u307f\u3088\u3046\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b9\u30a4\u30b9\u306b\u79fb\u4f4f\u3059\u308bEU\u570f\u306e\u99d0\u5728\u54e1\u306e\u305f\u3081\u306e\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30d7\u30e9\u30f3\u30ca\u30fc<\/li>\n\n\n\n<li>\u8907\u96d1\u306a\u682a\u5f0f\u5831\u916c\u3092\u6301\u3064\u30cf\u30a4\u30c6\u30af\u4f01\u696d\u5e79\u90e8\u306e\u305f\u3081\u306e\u8cc7\u7523\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc<\/li>\n\n\n\n<li>\u591a\u4e16\u4ee3\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30d5\u30a1\u30df\u30ea\u30fc\u306e\u305f\u3081\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u30fb\u30b5\u30fc\u30d3\u30b9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u3042\u308b\u4e2d\u5805\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u306f2021\u5e74\u3001\u5bfe\u8c61\u3092\u533b\u7642\u95a2\u4fc2\u8005\u3060\u3051\u306b\u7d5e\u3063\u305f\u3002\u305d\u306e\u7d50\u679c\u30012\u5e74\u4ee5\u5185\u306b\u65e2\u5b58\u9867\u5ba2\u304b\u3089\u306e\u7d39\u4ecb\u304c\u500d\u5897\u3057\u305f\u3002\u3053\u306e\u4f1a\u793e\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306f\u3088\u308a\u52b9\u7387\u7684\u306b\u306a\u308a\u3001\u9867\u5ba2\u7372\u5f97\u30b3\u30b9\u30c8\u306f40\uff05\u6e1b\u5c11\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30cb\u30c3\u30c1\u306a\u5206\u91ce\u7279\u6709\u306e\u8ca1\u52d9\u76ee\u6a19\u3084\u8ab2\u984c\u306b\u95a2\u3059\u308b\u6df1\u3044\u5c02\u9580\u77e5\u8b58\u3092\u8eab\u306b\u3064\u3051\u305f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-design-standardised-service-models-and-processes\">\u6a19\u6e96\u5316\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb\u3068\u30d7\u30ed\u30bb\u30b9\u306e\u8a2d\u8a08<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30d5\u30a1\u30fc\u30e0\u306f\u3001\u30b7\u30cb\u30a2\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u306e\u8a18\u61b6\u3067\u306f\u306a\u304f\u3001\u6a19\u6e96\u7684\u306a\u696d\u52d9\u624b\u9806\u306b\u57fa\u3065\u3044\u3066\u904b\u55b6\u3055\u308c\u3066\u3044\u308b\u3002\u3059\u3079\u3066\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u3084\u308a\u53d6\u308a\u304c\u3001\u6587\u66f8\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u306a\u304f\u3001\u500b\u3005\u306e\u5c02\u9580\u77e5\u8b58\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u6700\u3082\u7d4c\u9a13\u8c4a\u5bcc\u306a\u30b9\u30bf\u30c3\u30d5\u306e\u80fd\u529b\u3092\u8d85\u3048\u3066\u6210\u9577\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u5353\u8d8a\u3057\u305f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u306f\u3001\u5165\u5ff5\u306a\u8a08\u753b\u3068\u4f53\u7cfb\u7684\u306a\u6587\u66f8\u5316\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-creating-service-tiers\">\u30b5\u30fc\u30d3\u30b9\u30fb\u30c6\u30a3\u30a2\u306e\u4f5c\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u78ba\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u671f\u5f85\u5024\u3067\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3054\u3068\u306b\u30b5\u30fc\u30d3\u30b9\u968e\u5c64\u3092\u8a2d\u8a08\u3059\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30b5\u30fc\u30d3\u30b9\u30fb\u30a8\u30ec\u30e1\u30f3\u30c8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30d6\u30ed\u30f3\u30ba<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30b7\u30eb\u30d0\u30fc<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30b4\u30fc\u30eb\u30c9<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4f1a\u8b70\u306e\u983b\u5ea6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u56db\u534a\u671f\u30ec\u30d3\u30e5\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6708\u4f8b\u691c\u67fb<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5831\u544a\u66f8\u30d5\u30a9\u30fc\u30de\u30c3\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30b8\u30bf\u30eb\u56db\u534a\u671f\u5831\u544a\u66f8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ab\u30b9\u30bf\u30e0\u56db\u534a\u671f\u30ec\u30dd\u30fc\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30dd\u30fc\u30bf\u30eb\u30a2\u30af\u30bb\u30b9\u3068\u66f8\u9762\u306b\u3088\u308b\u89e3\u8aac<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5fdc\u7b54\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>48\u6642\u9593\u4ee5\u5185<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>24\u6642\u9593\u4ee5\u5185<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u540c\u65e5\u55b6\u696d\u65e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306e\u6df1\u3055<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8cc7\u904b\u7528\u306e\u307f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8cc7\uff0b\u57fa\u672c\u8a08\u753b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5305\u62ec\u7684\u306a\u8cc7\u7523\u8a08\u753b<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u968e\u5c64\u306f\u3001\u9867\u5ba2\u3068\u30b9\u30bf\u30c3\u30d5\u306e\u53cc\u65b9\u306b\u660e\u78ba\u306a\u671f\u5f85\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u4e88\u6e2c\u53ef\u80fd\u306a\u6210\u9577\u3092\u751f\u307f\u51fa\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u5404\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3067\u4f55\u304c\u5fc5\u8981\u304b\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3057\u3001\u9867\u5ba2\u306f\u5f7c\u3089\u304c\u53d7\u3051\u53d6\u308b\u4fa1\u5024\u3092\u7406\u89e3\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mapping-end-to-end-processes\">\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u30de\u30c3\u30d4\u30f3\u30b0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u30b9\u30c6\u30c3\u30d7\u3054\u3068\u306b\u6587\u66f8\u5316\u3057\u3001\u52b9\u7387\u3092\u9ad8\u3081\u3001\u81ea\u52d5\u5316\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30fc\u30c9\u30af\u30aa\u30ea\u30d5\u30a3\u30b1\u30fc\u30b7\u30e7\u30f3<\/strong>:\u6700\u521d\u306e\u554f\u3044\u5408\u308f\u305b\u3092\u53d7\u3051\u3001\u57fa\u672c\u60c5\u5831\u3092\u628a\u63e1\u3057\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u6c7a\u5b9a\u3057\u3001\u9069\u683c\u306a\u30ea\u30fc\u30c9\u3092\u9069\u5207\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u5272\u308a\u5f53\u3066\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0<\/strong>:\u30a2\u30f3\u30b1\u30fc\u30c8\u306f\u30c7\u30b8\u30bf\u30eb\u914d\u4fe1\u3055\u308c\u3001\u56de\u7b54\u306f\u81ea\u52d5\u7684\u306b\u63a1\u70b9\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong>:\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u306e\u8a18\u5165\u3001KYC\u66f8\u985e\u306e\u53ce\u96c6\u3068\u691c\u8a3c\u3001\u53e3\u5ea7\u958b\u8a2d\u306e\u958b\u59cb\u3001\u30a6\u30a7\u30eb\u30ab\u30e0\u30b7\u30fc\u30b1\u30f3\u30b9\u306e\u958b\u59cb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9a\u671f\u7684\u30ec\u30d3\u30e5\u30fc<\/strong>:\u30bb\u30b0\u30e1\u30f3\u30c8\u5c64\u306b\u57fa\u3065\u3044\u3066\u81ea\u52d5\u7684\u306b\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3055\u308c\u305f\u30ec\u30d3\u30e5\u30fc\u3001\u6e96\u5099\u8cc7\u6599\u306e\u4f5c\u6210\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u5b9f\u65bd\u3001\u30a2\u30af\u30b7\u30e7\u30f3\u30a2\u30a4\u30c6\u30e0\u306e\u8a18\u9332\u3068\u5272\u308a\u5f53\u3066\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30d0\u30e9\u30f3\u30b7\u30f3\u30b0<\/strong>:\u95be\u5024\u306b\u57fa\u3065\u304d\u30c9\u30ea\u30d5\u30c8\u30a2\u30e9\u30fc\u30c8\u304c\u30c8\u30ea\u30ac\u30fc\u3055\u308c\u3001\u30ec\u30b3\u30e1\u30f3\u30c7\u30fc\u30b7\u30e7\u30f3\u304c\u4f5c\u6210\u3055\u308c\u3001\u9867\u5ba2\u306e\u627f\u8a8d\u304c\u5f97\u3089\u308c\u3001\u53d6\u5f15\u304c\u57f7\u884c\u3055\u308c\u3001\u78ba\u8a8d\u66f8\u304c\u914d\u4fe1\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30d5\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong>:\u7d42\u4e86\u9762\u63a5\u306e\u5b9f\u65bd\u3001\u6700\u7d42\u9673\u8ff0\u66f8\u306e\u4f5c\u6210\u3001\u8cc7\u7523\u306e\u8b72\u6e21\u3001\u30b7\u30b9\u30c6\u30e0\u4e0a\u306e\u95a2\u4fc2\u306e\u7d42\u4e86\u3001\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306e\u53ce\u96c6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-embedding-compliance-into-workflows\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u7d44\u307f\u8fbc\u307f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u5f8c\u4ed8\u3051\u3067\u8ffd\u52a0\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30d7\u30ed\u30bb\u30b9\u306b\u7d44\u307f\u8fbc\u3080\u3079\u304d\u3067\u3042\u308b\u3002\u4f8b\u3048\u3070<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8cc7\u63a8\u5968\u306e\u524d\u306b\u81ea\u52d5\u7684\u306b\u884c\u308f\u308c\u308b\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u306e\u7fa9\u52d9\u5316<\/li>\n\n\n\n<li>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30fb\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305fKYC\u66f4\u65b0\u65e5<\/li>\n\n\n\n<li>\u554f\u984c\u304c\u767a\u751f\u3059\u308b\u524d\u306b\u3001\u6587\u66f8\u306e\u671f\u9650\u5207\u308c\u8b66\u544a\u3092\u8868\u793a<\/li>\n\n\n\n<li>\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30ed\u30b0\u3092CRM\u306b\u81ea\u52d5\u7684\u306b\u53d6\u308a\u8fbc\u3080<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5fb9\u5e95\u7684\u306b\u6587\u66f8\u5316\u3059\u308c\u3070\u3001InvestGlass\u306e\u3088\u3046\u306a\u30c4\u30fc\u30eb\u3067\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u3046\u3057\u3066\u3001\u4f01\u696d\u306f\u500b\u4eba\u306e\u8a18\u61b6\u3067\u306f\u306a\u304f\u3001\u30b7\u30b9\u30c6\u30e0\u306b\u4f9d\u5b58\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u306e\u3060\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-client-journey-workflow\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u3067\u306f\u3001\u898b\u8fbc\u307f\u5ba2\u304c\u3069\u306e\u3088\u3046\u306b\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u7d4c\u3066\u3044\u304f\u304b\u3092\u7d39\u4ecb\u3059\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6f5c\u5728\u7684\u306a\u9867\u5ba2\u306f\u3001\u3042\u306a\u305f\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u4e0a\u306e\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u306b\u8208\u5473\u3092\u793a\u3057\u3066\u8a18\u5165\u3057\u307e\u3059\u3002\u3053\u306e\u30d5\u30a9\u30fc\u30e0\u306f\u81ea\u52d5\u7684\u306bInvestGlass\u306b\u30ea\u30fc\u30c9\u30ec\u30b3\u30fc\u30c9\u3092\u4f5c\u6210\u3057\u3001\u30a6\u30a7\u30eb\u30ab\u30e0\u30e1\u30fc\u30eb\u3092\u9001\u4fe1\u3057\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u63d0\u51fa\u3055\u308c\u305f\u30d5\u30a9\u30fc\u30e0\u3092\u78ba\u8a8d\u3057\u3001\u521d\u56de\u30b3\u30f3\u30b5\u30eb\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u4e88\u7d04\u3057\u307e\u3059\u3002\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u9593\u3001\u898b\u8fbc\u307f\u5ba2\u306e\u60c5\u5831\u306f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u76f4\u63a5\u53d6\u308a\u8fbc\u307e\u308c\u307e\u3059\u3002\u80af\u5b9a\u7684\u306a\u4f1a\u8a71\u306e\u5f8c\u3001\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u958b\u59cb\u3055\u308c\u307e\u3059\u3002\u9867\u5ba2\u306f\u3001KYC\u6587\u66f8\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u30fb\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u6295\u8cc7\u65b9\u91dd\u540c\u610f\u66f8\u3092\u8a18\u5165\u3059\u308b\u305f\u3081\u306e\u5b89\u5168\u306a\u30ea\u30f3\u30af\u3092\u53d7\u3051\u53d6\u308b\u3002\u3059\u3079\u3066\u306e\u66f8\u985e\u304c\u81ea\u52d5\u7684\u306b\u691c\u8a3c\u3055\u308c\u308b\u3068\u3001\u53e3\u5ea7\u958b\u8a2d\u304c\u9032\u3080\u3002\u6570\u65e5\u4ee5\u5185\u306b\u3001\u9867\u5ba2\u306f\u30dd\u30fc\u30bf\u30eb\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u6700\u521d\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u63d0\u6848\u3092\u53d7\u3051\u53d6\u308b\u3002\u3053\u306e\u5168\u884c\u7a0b\u306f\u8ffd\u8de1\u3055\u308c\u3001\u6587\u66f8\u5316\u3055\u308c\u3001\u53cd\u5fa9\u53ef\u80fd\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-technology-and-data-as-the-scaling-engine\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30c7\u30fc\u30bf\u3092\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u30fb\u30a8\u30f3\u30b8\u30f3\u3068\u3057\u3066\u6d3b\u7528\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3092\u5931\u3046\u3053\u3068\u306a\u304f\u3001\u30c1\u30fc\u30e0\u304c\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u4e00\u4eba\u5f53\u305f\u308a\u306b\u3088\u308a\u591a\u304f\u306e\u9867\u5ba2\u3092\u51e6\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u4e3b\u306a\u30c6\u30b3\u3067\u3042\u308b\u3002\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d7\u30ed\u30bb\u30b9\u306f\u8db3\u304b\u305b\u3068\u306a\u308a\u3001\u30df\u30b9\u3092\u751f\u307f\u3001\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3092\u5236\u9650\u3059\u308b\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u52b9\u679c\u7684\u306b\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u591a\u304f\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u4e8b\u696d\u62e1\u5927\u3092\u963b\u3080\u6210\u9577\u306e\u5929\u4e95\u3092\u6253\u3061\u7834\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-modern-wealth-management-tech-stack\">\u73fe\u4ee3\u306e\u8cc7\u7523\u7ba1\u7406\u6280\u8853\u30b9\u30bf\u30c3\u30af<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u8cc7\u7523\u7ba1\u7406\u306e\u305f\u3081\u306e\u5b8c\u5168\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30b9\u30bf\u30c3\u30af\u306b\u306f\u4ee5\u4e0b\u304c\u542b\u307e\u308c\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/strong>:\u3059\u3079\u3066\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3001\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306e\u4e2d\u5fc3\u7684\u30cf\u30d6<\/li>\n\n\n\n<li><strong>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong>:\u7d71\u5408\u30d5\u30a9\u30fc\u30e0\u53ce\u96c6\u306b\u3088\u308b\u30da\u30fc\u30d1\u30fc\u30ec\u30b9\u53e3\u5ea7\u958b\u8a2d<\/li>\n\n\n\n<li><strong>E\u7f72\u540d<\/strong>:\u5408\u6cd5\u7684\u306a\u30ea\u30e2\u30fc\u30c8\u6587\u66f8\u7f72\u540d<\/li>\n\n\n\n<li><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/strong>:\u6295\u8cc7\u8ffd\u8de1\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u3001\u30ea\u30d0\u30e9\u30f3\u30b9\u30fb\u30c4\u30fc\u30eb<\/li>\n\n\n\n<li><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/strong>:\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3001\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u95b2\u89a7\u3059\u308b\u305f\u3081\u306e\u30bb\u30ad\u30e5\u30a2\u306a\u30a2\u30af\u30bb\u30b9<\/li>\n\n\n\n<li><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/strong>:\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3055\u308c\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u30ea\u30fc\u30c9\u30ca\u30fc\u30c1\u30e3\u30ea\u30f3\u30b0\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li>\n\n\n\n<li><strong>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c4\u30fc\u30eb<\/strong>:\u76e3\u67fb\u8a3c\u8de1\u3001\u6587\u66f8\u691c\u8a3c\u3001\u898f\u5236\u5f53\u5c40\u3078\u306e\u5831\u544a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u4f01\u696d\u306f\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u3084\u624b\u4f5c\u696d\u306b\u3088\u308b\u7167\u5408\u4f5c\u696d\u3092\u751f\u307f\u51fa\u3059\u65ad\u7247\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u306b\u82e6\u616e\u3057\u3066\u3044\u307e\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u7d71\u5408\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3053\u308c\u3089\u306e\u6a5f\u80fd\u3092\u7d71\u5408\u3057\u3001\u8907\u96d1\u3055\u3092\u8efd\u6e1b\u3057\u3001\u9577\u671f\u7684\u306a\u7dcf\u6280\u8853\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-as-competitive-advantage\">\u7af6\u4e89\u512a\u4f4d\u3068\u3057\u3066\u306e\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9867\u5ba2\u3092\u6271\u3046\u9280\u884c\u3001\u5916\u90e8\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306b\u3068\u3063\u3066\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u91cd\u8981\u306a\u7af6\u4e89\u512a\u4f4d\u6027\u3092\u63d0\u4f9b\u3059\u308b\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3001\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3001\u898f\u5236\u9075\u5b88\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u306b\u5bfe\u51e6\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u30b9\u30a4\u30b9\u306e\u6cd5\u5f8b\u306e\u4e0b\u306b\u3042\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u9867\u5ba2\u304c\u6700\u3082\u8cb4\u91cd\u306a\u8cc7\u7523\u306e\u4fdd\u8b77\u3092\u671f\u5f85\u3059\u308b\u7af6\u4e89\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u5fa1\u793e\u3092\u5dee\u5225\u5316\u3059\u308b\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u4e3b\u6a29\u306b\u95a2\u3059\u308b\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3082\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-automation\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\u3068AML\u30c1\u30a7\u30c3\u30af\u3092\u7d71\u5408\u3057\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u9867\u5ba2\u7372\u5f97\u30d7\u30ed\u30bb\u30b9\u3092\u4e00\u5909\u3055\u305b\u307e\u3059\u3002\u5f93\u6765\u306f\u66f8\u985e\u4f5c\u6210\u3084\u5b85\u914d\u4fbf\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u78ba\u8a8d\u306b\u4f55\u65e5\u3082\u304b\u304b\u3063\u3066\u3044\u305f\u3082\u306e\u304c\u3001\u4eca\u3067\u306f\u6570\u6642\u9593\u3067\u5b8c\u4e86\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u306f\u90fd\u5408\u306e\u826f\u3044\u6642\u306b\u3001\u3069\u306e\u30c7\u30d0\u30a4\u30b9\u3067\u3082\u30d5\u30a9\u30fc\u30e0\u3092\u8a18\u5165\u3067\u304d\u308b<\/li>\n\n\n\n<li>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u306f\u3001\u8981\u4ef6\u306b\u7167\u3089\u3057\u3066\u81ea\u52d5\u7684\u306b\u691c\u8a3c\u3055\u308c\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u4fe1\u983c\u3067\u304d\u308b\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u7d71\u5408\u3055\u308c\u305f\u672c\u4eba\u78ba\u8a8d<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u30fb\u30a2\u30f3\u30b1\u30fc\u30c8\u306f\u81ea\u52d5\u7684\u306b\u63a1\u70b9\u3055\u308c\u3001\u4fdd\u5b58\u3055\u308c\u308b\u3002<\/li>\n\n\n\n<li>\u9069\u5408\u6027\u6587\u66f8\u304c\u4f5c\u6210\u3055\u308c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u305f\u3081\u306b\u4fdd\u7ba1\u3055\u308c\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u306f\u3088\u308a\u4fa1\u5024\u306e\u9ad8\u3044\u4ed5\u4e8b\u306b\u5c02\u5ff5\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u91cd\u8981\u306a\u7b2c\u4e00\u5370\u8c61\u306b\u304a\u3051\u308b\u9867\u5ba2\u4f53\u9a13\u304c\u5287\u7684\u306b\u5411\u4e0a\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-enhanced-advisory-workflows\">AI\u306b\u3088\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u5f37\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e5%8c%96%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u4eba\u5de5\u77e5\u80fd\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5991\">\u4eba\u5de5\u77e5\u80fd<\/a> CRM\u306e\u5185\u90e8\u3067\u306f\u3001\u4eba\u9593\u306e\u5224\u65ad\u3092\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u306a\u304f\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5b9f\u7528\u7684\u306aAI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u3068\u306e\u4e00\u822c\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u304a\u3051\u308b\u96fb\u5b50\u30e1\u30fc\u30eb\u4f5c\u6210\u652f\u63f4<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u884c\u52d5\u3068\u30cb\u30fc\u30ba\u306b\u57fa\u3065\u3044\u305f\u6b21\u5584\u306e\u884c\u52d5\u63d0\u6848<\/li>\n\n\n\n<li>\u9867\u5ba2\u6587\u66f8\u306e\u81ea\u52d5\u5206\u985e\u3068\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/li>\n\n\n\n<li>CRM\u30c7\u30fc\u30bf\u304b\u3089\u62bd\u51fa\u3057\u305f\u4f1a\u8b70\u6e96\u5099\u30b5\u30de\u30ea\u30fc<\/li>\n\n\n\n<li>\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306b\u95a2\u3059\u308b\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u5206\u6790<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u9593\u306e\u76e3\u8996\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3053\u3068\u306b\u5909\u308f\u308a\u306f\u306a\u3044\u3002AI\u304c\u30eb\u30fc\u30c6\u30a3\u30f3\u30ef\u30fc\u30af\u3092\u51e6\u7406\u3057\u3001\u5b9f\u7528\u7684\u306a\u6d1e\u5bdf\u3092\u6d6e\u304b\u3073\u4e0a\u304c\u3089\u305b\u308b\u4e00\u65b9\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u6700\u7d42\u7684\u306a\u6c7a\u65ad\u3092\u4e0b\u3057\u3001\u512a\u308c\u305f\u9867\u5ba2\u95a2\u4fc2\u3092\u5b9a\u7fa9\u3059\u308b\u30d1\u30fc\u30bd\u30ca\u30eb\u306a\u30bf\u30c3\u30c1\u3092\u7dad\u6301\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-example-workflow-in-practice\">\u5b9f\u969b\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u304c\u3069\u306e\u3088\u3046\u306b\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u3092\u652f\u3048\u3066\u3044\u308b\u304b\u3001\u3053\u306e\u5177\u4f53\u4f8b\u3092\u8003\u3048\u3066\u307f\u3088\u3046\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044\u30ea\u30fc\u30c9\u304c\u9000\u8077\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u306b\u8208\u5473\u3092\u793a\u3059\u30a6\u30a7\u30d6\u30d5\u30a9\u30fc\u30e0\u306b\u5165\u529b\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306f\u81ea\u52d5\u7684\u306bInvestGlass\u306b\u5165\u529b\u3055\u308c\u3001\u30ea\u30fc\u30c9\u30ec\u30b3\u30fc\u30c9\u304c\u4f5c\u6210\u3055\u308c\u307e\u3059\u3002\u63d0\u4f9b\u3055\u308c\u305f\u60c5\u5831\u306b\u57fa\u3065\u3044\u3066\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u30ea\u30fc\u30c9\u3092\u9069\u5207\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3057\u3001\u80b2\u6210\u30b7\u30fc\u30b1\u30f3\u30b9\u3092\u30c8\u30ea\u30ac\u30fc\u3057\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30c7\u30a3\u30b9\u30ab\u30d0\u30ea\u30fc\u30b3\u30fc\u30eb\u3092\u4e88\u7d04\u3059\u308b\u3002\u80af\u5b9a\u7684\u306a\u4f1a\u8b70\u306e\u5f8c\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30ef\u30f3\u30af\u30ea\u30c3\u30af\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u958b\u59cb\u3057\u307e\u3059\u3002\u898b\u8fbc\u307f\u5ba2\u306fKYC\u6587\u66f8\u3068\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3092\u5b8c\u4e86\u3059\u308b\u305f\u3081\u306e\u5b89\u5168\u306a\u30ea\u30f3\u30af\u3092\u53d7\u3051\u53d6\u308b\u3002\u78ba\u8a8d\u304c\u6e08\u3080\u3068\u3001\u5f53\u793e\u306e\u6295\u8cc7\u30e2\u30c7\u30eb\u3092\u4f7f\u3063\u3066\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u63d0\u6848\u304c\u4f5c\u6210\u3055\u308c\u308b\u3002\u9867\u5ba2\u306f\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u63d0\u6848\u66f8\u3092\u78ba\u8a8d\u3057\u3001\u5b89\u5168\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3067\u8cea\u554f\u3057\u3001\u96fb\u5b50\u7684\u306b\u627f\u8a8d\u3059\u308b\u3002\u53e3\u5ea7\u958b\u8a2d\u304c\u9032\u307f\u3001\u6700\u521d\u306e\u63a5\u89e6\u304b\u3089\u53e3\u5ea7\u3078\u306e\u5165\u91d1\u307e\u3067\u3001\u65b0\u3057\u3044\u95a2\u4fc2\u304c\u5b8c\u5168\u306b\u6587\u66f8\u5316\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-build-a-team-and-operating-model-for-scale\">\u898f\u6a21\u306e\u62e1\u5927\u306b\u5411\u3051\u305f\u30c1\u30fc\u30e0\u3068\u904b\u55b6\u30e2\u30c7\u30eb\u306e\u69cb\u7bc9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u62e1\u5927\u306f\u30c1\u30fc\u30e0\u30fb\u30b9\u30dd\u30fc\u30c4\u3067\u3042\u308b\u3002\u30aa\u30fc\u30ca\u30fc\u4e2d\u5fc3\u306e\u30e2\u30c7\u30eb\u3067\u306f\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u52b9\u679c\u7684\u306a\u6a29\u9650\u59d4\u8b72\u304c\u3067\u304d\u305a\u3001\u3059\u3079\u3066\u306e\u610f\u601d\u6c7a\u5b9a\u304c\u540c\u3058\u6570\u4eba\u306e\u62c5\u5f53\u8005\u3092\u4ecb\u3057\u3066\u884c\u308f\u308c\u308b\u305f\u3081\u3001\u3059\u3050\u306b\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u306e\u9650\u754c\u306b\u9054\u3057\u3066\u3057\u307e\u3046\u3002\u4eba\u7684\u8cc7\u672c\u306f\u9577\u671f\u7684\u306a\u6210\u529f\u306e\u57fa\u76e4\u3067\u3042\u308a\u3001\u9069\u5207\u306a\u4f53\u5236\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3001\u4e3b\u8981\u306a\u4eba\u6750\u3092\u75b2\u5f0a\u3055\u305b\u308b\u3053\u3068\u306a\u304f\u3001\u3088\u308a\u591a\u304f\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"778\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder-1024x778.png\" alt=\"\" class=\"wp-image-47922\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder-1024x778.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder-300x228.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder-768x584.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder.png 1130w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-a-scalable-team-structure\">\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30c1\u30fc\u30e0\u69cb\u9020<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u306a\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u69cb\u9020\u306b\u306f\u3001\u660e\u78ba\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u5f79\u5272\u304c\u542b\u307e\u308c\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u5f79\u5272<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u8cac\u4efb<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30fc\u30c9\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u69cb\u7bc9\u3001\u6226\u7565\u7684\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u30ec\u30a4\u30f3\u30e1\u30fc\u30ad\u30f3\u30b0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30bd\u30b7\u30a8\u30a4\u30c8\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u30b5\u30dd\u30fc\u30c8\u3001\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u5206\u6790\u3001\u95a2\u4fc2\u69cb\u7bc9<\/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>\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30dd\u30fc\u30bf\u30eb\u30b5\u30dd\u30fc\u30c8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8cc7\u30ea\u30b5\u30fc\u30c1\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u7bc9\u3001\u30ea\u30d0\u30e9\u30f3\u30b9\u5b9f\u884c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u898f\u5236\u76e3\u7763\u3001\u653f\u7b56\u7dad\u6301\u3001\u76e3\u67fb\u6e96\u5099<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30b3\u30fc\u30c7\u30a3\u30cd\u30fc\u30bf\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30c6\u30f3\u30c4\u4f5c\u6210\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u5b9f\u65bd\u3001\u30ea\u30fc\u30c9\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-separating-front-middle-and-back-office\">\u30d5\u30ed\u30f3\u30c8\u3001\u30df\u30c9\u30eb\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u306e\u5206\u96e2<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cac\u4efb\u306e\u660e\u78ba\u306a\u5206\u96e2\u306f\u6df7\u4e71\u3092\u9632\u304e\u3001\u5c02\u9580\u5316\u3092\u53ef\u80fd\u306b\u3059\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9<\/strong>:\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u95a2\u4fc2\u69cb\u7bc9\u3001\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u63d0\u4f9b\u306a\u3069\u3001\u9867\u5ba2\u3068\u5411\u304d\u5408\u3046\u6d3b\u52d5\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u751f\u7523\u6027\u304c\u53ce\u76ca\u306b\u76f4\u63a5\u5f71\u97ff\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30df\u30c9\u30eb\u30aa\u30d5\u30a3\u30b9<\/strong>:\u6295\u8cc7\u696d\u52d9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u3002\u3053\u308c\u3089\u306e\u6a5f\u80fd\u306f\u3001\u9867\u5ba2\u3068\u76f4\u63a5\u63a5\u89e6\u3059\u308b\u3053\u3068\u306a\u304f\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u306e\u6d3b\u52d5\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9<\/strong>:\u8acb\u6c42\u3001\u5831\u544a\u3001\u30b7\u30b9\u30c6\u30e0\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u306a\u3069\u306e\u7ba1\u7406\u696d\u52d9\u3002\u3053\u308c\u3089\u306f\u3057\u3070\u3057\u3070\u81ea\u52d5\u5316\u3084\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u306e\u5019\u88dc\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u5f79\u5272\u306f\u3001CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306e\u5358\u4e00\u306e\u771f\u5b9f\u306e\u30bd\u30fc\u30b9\u304b\u3089\u64cd\u4f5c\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u5168\u54e1\u304c\u540c\u3058\u9867\u5ba2\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u3067\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u5411\u4e0a\u3057\u3001\u30df\u30b9\u304c\u6e1b\u5c11\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-delegation-rules-for-advisors\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u59d4\u4efb\u898f\u5b9a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u59d4\u4efb\u306b\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u4f55\u3092\u6271\u3046\u3079\u304d\u3067\u3001\u4f55\u3092\u6271\u3046\u3079\u304d\u3067\u306a\u3044\u304b\u3092\u660e\u78ba\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u5e38\u306b<\/strong>:\u6226\u7565\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u8907\u96d1\u306a\u8a08\u753b\u306b\u95a2\u3059\u308b\u8a71\u3057\u5408\u3044\u3001\u91cd\u8981\u306a\u4eba\u9593\u95a2\u4fc2\u306e\u6c7a\u5b9a\u3001\u30ec\u30a4\u30f3\u30e1\u30fc\u30ad\u30f3\u30b0\u6d3b\u52d5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u6c7a\u3057\u3066\u6271\u3046\u3079\u304d\u3067\u306f\u306a\u3044<\/strong>:\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u3001\u6587\u66f8\u53ce\u96c6\u3001\u30c7\u30fc\u30bf\u5165\u529b\u3001\u65e5\u5e38\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8\u4f5c\u6210\u3001\u6a19\u6e96\u5831\u544a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u304c\u51e6\u7406\u3059\u3079\u304d\u3053\u3068<\/strong>:\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u30b7\u30fc\u30b1\u30f3\u30b9\u3001\u66f8\u985e\u671f\u9650\u5207\u308c\u30a2\u30e9\u30fc\u30c8\u3001\u4f1a\u8b70\u6e96\u5099\u30b5\u30de\u30ea\u30fc\u3001\u65e5\u5e38\u7684\u306a\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c9\u30ea\u30d5\u30c8\u76e3\u8996\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-playbooks-for-consistency\">\u4e00\u8cab\u6027\u3092\u4fdd\u3064\u305f\u3081\u306e\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u306e\u69cb\u7bc9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u53d7\u3051\u305f\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u304c\u3001\u6b20\u52e4\u4e2d\u3084\u6210\u9577\u671f\u306b\u4e00\u8cab\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u54c1\u8cea\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u3001\u9867\u5ba2\u3068\u306e\u5b9a\u671f\u7684\u306a\u3084\u308a\u53d6\u308a\u306e\u305f\u3081\u306e\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u3092\u4f5c\u6210\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u4f1a\u8b70\u6e96\u5099\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8<\/li>\n\n\n\n<li>\u65b0\u898f\u9867\u5ba2\u6b53\u8fce\u30b3\u30fc\u30eb\u306e\u30b9\u30af\u30ea\u30d7\u30c8\u3068\u30a2\u30b8\u30a7\u30f3\u30c0<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ea\u30d0\u30e9\u30f3\u30b9\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8<\/li>\n\n\n\n<li>\u82e6\u60c5\u51e6\u7406\u624b\u9806<\/li>\n\n\n\n<li>\u5e02\u5834\u5909\u52d5\u9867\u5ba2\u3078\u306e\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u30fb\u30d7\u30ed\u30c8\u30b3\u30eb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u306f\u3001\u65b0\u3057\u3044\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u304c\u52a0\u308f\u308a\u3001\u8cac\u4efb\u3092\u62c5\u3046\u3088\u3046\u306b\u306a\u3063\u3066\u3082\u3001\u4f1a\u793e\u306e\u6587\u5316\u3092\u7dad\u6301\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scaling-from-partnership-to-team\">\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u304b\u3089\u30c1\u30fc\u30e0\u3078\u306e\u62e1\u5927<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2\u4eba\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u304b\u3089\u30015\u5e74\u9593\u306710\u4eba\u306e\u30de\u30eb\u30c1\u30fb\u30ed\u30fc\u30eb\u30fb\u30c1\u30fc\u30e0\u306b\u6210\u9577\u3059\u308b\u65b9\u6cd5\u3092\u8003\u3048\u3066\u307f\u3088\u3046\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e74\u76ee<\/strong>:2\u4eba\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u304c\u3059\u3079\u3066\u3092\u62c5\u5f53\u3002\u30d7\u30ed\u30bb\u30b9\u306e\u6587\u66f8\u5316\u3068CRM\u306e\u5c0e\u5165\u3092\u958b\u59cb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e74\u76ee<\/strong>:\u6700\u521d\u306e\u63a1\u7528\u306f\u3001\u4e8b\u52d9\u51e6\u7406\u3092\u62c5\u5f53\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b5\u30fc\u30d3\u30b9\u30fb\u30a2\u30bd\u30b7\u30a8\u30a4\u30c8\u3002\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u903110\u6642\u9593\u304b\u308915\u6642\u9593\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e74\u76ee<\/strong>:\u30a2\u30bd\u30b7\u30a8\u30fc\u30c8\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u52a0\u308f\u308a\u3001\u9867\u5ba2\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u304c\u6b63\u5f0f\u306b\u6c7a\u5b9a\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u958b\u59cb.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e74\u76ee<\/strong>:2\u4eba\u76ee\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b5\u30fc\u30d3\u30b9\u30fb\u30a2\u30bd\u30b7\u30a8\u30a4\u30c8\u3092\u63a1\u7528\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u3092\u63a1\u7528\u3002\u30a2\u30bd\u30b7\u30a8\u30fc\u30c8\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u958b\u767a\u958b\u59cb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5\u5e74\u76ee<\/strong>:\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30b3\u30fc\u30c7\u30a3\u30cd\u30fc\u30bf\u30fc\u5165\u793e\u3002\u30a2\u30bd\u30b7\u30a8\u30a4\u30c8\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u81ea\u8eab\u306e\u9867\u5ba2\u5e33\u7c3f\u3092\u6301\u3064\u30ea\u30fc\u30c9\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u6607\u683c\u3002\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u30ec\u30a4\u30f3\u30e1\u30fc\u30ad\u30f3\u30b0\u3068\u6226\u7565\u7684\u30c7\u30a3\u30ec\u30af\u30b7\u30e7\u30f3\u306b\u5c02\u5ff5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u6210\u9577\u3092\u7d4c\u3066\u3082\u3001\u4e00\u8cab\u3057\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u7dad\u6301\u3067\u304d\u308b\u306e\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u3084\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u304c\u30c1\u30fc\u30e0\u3068\u3068\u3082\u306b\u30b9\u30b1\u30fc\u30eb\u30a2\u30c3\u30d7\u3057\u3066\u3044\u304f\u304b\u3089\u3067\u3042\u308b\u3002\u660e\u78ba\u306a\u30ad\u30e3\u30ea\u30a2\u30d1\u30b9\u3068\u6709\u610f\u7fa9\u306a\u4ed5\u4e8b\u3092\u5275\u51fa\u3059\u308b\u3053\u3068\u3067\u3001\u4eba\u6750\u3092\u7dad\u6301\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-make-compliance-risk-and-data-privacy-a-growth-driver\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u3001\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u6210\u9577\u306e\u539f\u52d5\u529b\u306b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u3001EU\u3001\u4e2d\u6771\u306a\u3069\u306e\u898f\u5236\u5e02\u5834\u3067\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3057\u3070\u3057\u3070\u6210\u9577\u306e\u8db3\u304b\u305b\u3068\u898b\u306a\u3055\u308c\u308b\u3002\u3057\u304b\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u8fc5\u901f\u306a\u4e8b\u696d\u62e1\u5927\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002\u898f\u5236\u8981\u4ef6\u3092\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u7d44\u307f\u8fbc\u3093\u3067\u3044\u308b\u4f01\u696d\u306f\u3001\u7af6\u5408\u4ed6\u793e\u304c\u8e8a\u8e87\u3059\u308b\u4e2d\u3001\u81ea\u4fe1\u3092\u6301\u3063\u3066\u524d\u9032\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-regulatory-themes-for-wealth-managers\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u306e\u4e3b\u8981\u898f\u5236\u30c6\u30fc\u30de<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cb4\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u95a2\u9023\u3059\u308b\u898f\u5236\u306e\u72b6\u6cc1\u3092\u7406\u89e3\u3059\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9069\u5408\u6027\u3068\u9069\u5207\u6027<\/strong>:\u6295\u8cc7\u63a8\u5968\u304c\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u76ee\u6a19\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3002\u5404\u63d0\u6848\u306e\u6839\u62e0\u3092\u6587\u66f8\u3067\u793a\u3059\u3053\u3068\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>KYC\u3068AML<\/strong>:Know Your Customer\u3068\u30a2\u30f3\u30c1\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u306e\u8981\u4ef6\u306f\u3001\u5fb9\u5e95\u3057\u305f\u672c\u4eba\u78ba\u8a8d\u3068\u7591\u308f\u3057\u3044\u6d3b\u52d5\u306e\u7d99\u7d9a\u7684\u306a\u76e3\u8996\u3092\u8981\u6c42\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u4fdd\u8b77<\/strong>:\u6b27\u5dde\u306eGDPR\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3001\u304a\u3088\u3073\u985e\u4f3c\u306e\u67a0\u7d44\u307f\u3067\u306f\u3001\u660e\u793a\u7684\u306a\u540c\u610f\u3001\u30c7\u30fc\u30bf\u306e\u6700\u5c0f\u5316\u3001\u304a\u3088\u3073\u660e\u78ba\u306a\u4fdd\u6301\u30dd\u30ea\u30b7\u30fc\u304c\u7fa9\u52d9\u4ed8\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8a18\u9332\u7ba1\u7406<\/strong>:\u898f\u5236\u5f53\u5c40\u306f\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u6c7a\u5b9a\u4e8b\u9805\u306e\u5305\u62ec\u7684\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-policy-enforcement\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u30dd\u30ea\u30b7\u30fc\u5b9f\u65bd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u30c4\u30fc\u30eb\u306f\u3001\u30dd\u30ea\u30b7\u30fc\u30fb\u30eb\u30fc\u30eb\u3092\u81ea\u52d5\u7684\u306b\u5b9f\u65bd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3059\u3079\u3066\u306e\u5fc5\u8981\u66f8\u985e\u304c\u8a8d\u8a3c\u3055\u308c\u308b\u307e\u3067\u53e3\u5ea7\u958b\u8a2d\u3092\u30d6\u30ed\u30c3\u30af\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u6295\u8cc7\u63a8\u5968\u3092\u9032\u3081\u308b\u524d\u306b\u3001\u4e0d\u5b8c\u5168\u306a\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b<\/li>\n\n\n\n<li>\u66f8\u985e\u306e\u6709\u52b9\u671f\u9650\u304c\u8fd1\u3065\u304f\u3068\u518d\u78ba\u8a8d\u306e\u30c8\u30ea\u30ac\u30fc\u304c\u304b\u304b\u308b<\/li>\n\n\n\n<li>\u5b9a\u7fa9\u3055\u308c\u305f\u95be\u5024\u3092\u8d85\u3048\u308b\u53d6\u5f15\u306b\u3064\u3044\u3066\u3001\u7ba1\u7406\u8005\u306e\u627f\u8a8d\u3092\u5fc5\u8981\u3068\u3059\u308b<\/li>\n\n\n\n<li>\u898f\u5236\u5f53\u5c40\u306b\u63d0\u51fa\u3059\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u3092\u81ea\u52d5\u751f\u6210<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u4eba\u70ba\u7684\u30df\u30b9\u304c\u6e1b\u308a\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u95a2\u4fc2\u306b\u304a\u3044\u3066\u4e00\u8cab\u3057\u305f\u30dd\u30ea\u30b7\u30fc\u9069\u7528\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-benefits\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u5229\u70b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3001\u516c\u7684\u6a5f\u95a2\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u554f\u984c\u306b\u5bfe\u51e6\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b9\u30a4\u30b9\u6cd5\u306f\u4e16\u754c\u7684\u306b\u8a8d\u3081\u3089\u308c\u305f\u5f37\u529b\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77\u3092\u63d0\u4f9b<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u8981\u4ef6\u306f\u3001\u660e\u78ba\u306a\u6587\u66f8\u5316\u306b\u3088\u3063\u3066\u6e80\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002<\/li>\n\n\n\n<li>\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u306b\u3088\u308a\u3001\u6a5f\u5bc6\u60c5\u5831\u306e\u95b2\u89a7\u8005\u3092\u5236\u9650<\/li>\n\n\n\n<li>\u76e3\u67fb\u8a3c\u8de1\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u7fa9\u52d9\u306e\u9075\u5b88\u3092\u8a3c\u660e<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9867\u5ba2\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u91cd\u8981\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u308b\u3002\u9867\u5ba2\u306f\u3001\u6700\u3082\u8cb4\u91cd\u306a\u8cc7\u7523\u3067\u3042\u308b\u8ca1\u52d9\u60c5\u5831\u3092\u3042\u306a\u305f\u306b\u8a17\u3057\u3001\u305d\u306e\u4fdd\u8b77\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-streamlined-audit-preparation\">\u76e3\u67fb\u6e96\u5099\u306e\u5408\u7406\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u76e3\u67fb\u8a3c\u8de1\u3001CRM\u306b\u8a18\u9332\u3055\u308c\u305f\u30e1\u30e2\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u5316\u3055\u308c\u305f\u958b\u793a\u306b\u3088\u308a\u3001\u898f\u5236\u5f53\u5c40\u306e\u691c\u67fb\u3084\u5916\u90e8\u76e3\u67fb\u306e\u6e96\u5099\u6642\u9593\u3092\u77ed\u7e2e\u3067\u304d\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u81ea\u52d5\u7684\u306b\u53d6\u5f97<\/li>\n\n\n\n<li>\u5177\u4f53\u7684\u306a\u52e7\u544a\u306b\u30ea\u30f3\u30af\u3057\u305f\u9069\u5408\u6027\u6587\u66f8<\/li>\n\n\n\n<li>\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u627f\u8a8d\u3068\u3068\u3082\u306b\u8a18\u9332\u3055\u308c\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30d3\u30e5\u30fc<\/li>\n\n\n\n<li>\u66f8\u985e\u306b\u4e0d\u5099\u304c\u3042\u3063\u305f\u5834\u5408\u3001\u554f\u984c\u306b\u306a\u308b\u524d\u306b\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u898f\u5f8b\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u4f01\u696d\u306f\u3001\u76e3\u67fb\u306e\u6e96\u5099\u306b\u6570\u9031\u9593\u3067\u306f\u306a\u304f\u6570\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ongoing-risk-monitoring\">\u7d99\u7d9a\u7684\u306a\u30ea\u30b9\u30af\u76e3\u8996<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u53ef\u8996\u6027\u3092\u63d0\u4f9b\u3059\u308b\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u554f\u984c\u306e\u65e9\u671f\u767a\u898b\u306b\u5f79\u7acb\u3064\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6ce8\u610f\u3092\u8981\u3059\u308b\u5b9a\u671f\u30ec\u30d3\u30e5\u30fc\u306e\u6b20\u843d<\/li>\n\n\n\n<li>\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u304c\u5fc5\u8981\u306a\u671f\u9650\u5207\u308c\u6587\u66f8<\/li>\n\n\n\n<li>\u8abf\u67fb\u304c\u5fc5\u8981\u306a\u7570\u5e38\u306a\u53d6\u5f15\u30d1\u30bf\u30fc\u30f3<\/li>\n\n\n\n<li>\u30c1\u30fc\u30e0\u5168\u4f53\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30bf\u30b9\u30af\u5b8c\u4e86\u7387<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u6f5c\u5728\u7684\u306a\u61f8\u5ff5\u3092\u793a\u3059\u696d\u7e3e\u52d5\u5411<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u5c0f\u3055\u306a\u554f\u984c\u304c\u5927\u304d\u306a\u554f\u984c\u306b\u767a\u5c55\u3059\u308b\u306e\u3092\u9632\u3050\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-create-a-scalable-client-acquisition-and-marketing-system\">\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u9867\u5ba2\u7372\u5f97\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306e\u69cb\u7bc9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d39\u4ecb\u3060\u3051\u3067\u306f\u3001\u6700\u521d\u306e\u6210\u9577\u6bb5\u968e\u3092\u8d8a\u3048\u3066\u6301\u7d9a\u7684\u306b\u898f\u6a21\u3092\u62e1\u5927\u3059\u308b\u3053\u3068\u306f\u307b\u3068\u3093\u3069\u3067\u304d\u306a\u3044\u3002\u9867\u5ba2\u306e\u58f0\u3084\u53e3\u30b3\u30df\u306f\u4f9d\u7136\u3068\u3057\u3066\u5f37\u529b\u3067\u3042\u308b\u304c\u3001\u4e00\u8cab\u3057\u305f\u6210\u9577\u3092\u63a8\u9032\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u4f53\u7cfb\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u904b\u306b\u983c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u9069\u683c\u306a\u30ea\u30fc\u30c9\u3092\u4e88\u6e2c\u53ef\u80fd\u306b\u751f\u307f\u51fa\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-your-message\">\u30e1\u30c3\u30bb\u30fc\u30b8\u306e\u5b9a\u7fa9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u306a\u305f\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u3001\u9078\u3093\u3060\u30cb\u30c3\u30c1\u306b\u76f4\u63a5\u8a9e\u308a\u304b\u3051\u308b\u3082\u306e\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u4e00\u822c\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306f\u30ea\u30bd\u30fc\u30b9\u3092\u6d6a\u8cbb\u3057\u3001\u5171\u611f\u3092\u5f97\u3089\u308c\u306a\u3044\u3002\u3053\u308c\u3089\u306e\u4f8b\u3092\u8003\u3048\u3066\u307f\u3088\u3046\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b8\u30a7\u30cd\u30ea\u30c3\u30af<\/strong>:\u201c\u79c1\u305f\u3061\u306f\u3001\u5bcc\u88d5\u5c64\u304c\u8ca1\u52d9\u4e0a\u306e\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u306e\u3092\u652f\u63f4\u3057\u307e\u3059\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5177\u4f53\u7684<\/strong>:\u300c\u79c1\u305f\u3061\u306f\u30012025\u5e74\u304b\u30892030\u5e74\u306e\u9593\u306b\u4f1a\u793e\u58f2\u5374\u3092\u8a08\u753b\u3057\u3066\u3044\u308b\u30b9\u30a4\u30b9\u306e\u8d77\u696d\u5bb6\u304c\u3001\u7a0e\u5f15\u304d\u5f8c\u306e\u53ce\u76ca\u3092\u6700\u5927\u5316\u3057\u3001\u6b21\u4e16\u4ee3\u306b\u6301\u7d9a\u53ef\u80fd\u306a\u53ce\u5165\u3092\u3082\u305f\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3057\u307e\u3059\u300d\u3002\u201c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u3001\u9069\u5207\u306a\u898b\u8fbc\u307f\u5ba2\u3092\u5f15\u304d\u3064\u3051\u3001\u5408\u308f\u306a\u3044\u898b\u8fbc\u307f\u5ba2\u306f\u6483\u9000\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-content-strategy-for-client-communications\">\u9867\u5ba2\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u6226\u7565<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c02\u9580\u6027\u3092\u793a\u3057\u3001\u4fe1\u983c\u3092\u7bc9\u304f\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u958b\u767a\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7279\u5b9a\u306e\u9867\u5ba2\u306e\u61f8\u5ff5\u306b\u5bfe\u5fdc\u3059\u308b\u6559\u80b2\u7684\u8a18\u4e8b<\/li>\n\n\n\n<li>\u30cb\u30c3\u30c1\u306b\u95a2\u9023\u3057\u305f\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u30c8\u30d4\u30c3\u30af\u306e\u30a6\u30a7\u30d3\u30ca\u30fc<\/li>\n\n\n\n<li>\u8a73\u7d30\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3059\u308b\u30db\u30ef\u30a4\u30c8\u30da\u30fc\u30d1\u30fc<\/li>\n\n\n\n<li>\u96a3\u63a5\u3059\u308b\u5206\u91ce\u306e\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u3068\u306e\u5bfe\u8a71\u3092\u53ce\u9332\u3057\u305f\u30dd\u30c3\u30c9\u30ad\u30e3\u30b9\u30c8<\/li>\n\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u6210\u679c\u3092\u793a\u3059\u30b1\u30fc\u30b9\u30b9\u30bf\u30c7\u30a3\uff08\u533f\u540d\u5316\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u306f\u3001\u65b0\u898f\u898b\u8fbc\u307f\u5ba2\u306e\u7372\u5f97\u3068\u65e2\u5b58\u306e\u95a2\u4fc2\u6027\u306e\u80b2\u6210\u3068\u3044\u30462\u3064\u306e\u76ee\u7684\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation-capabilities\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30c4\u30fc\u30eb\u3067\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u5229\u7528\u3059\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bb\u30b0\u30e1\u30f3\u30c8\u30e1\u30fc\u30eb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/strong>:\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3068\u898b\u8fbc\u307f\u5ba2\u306e\u6bb5\u968e\u3054\u3068\u306b\u7570\u306a\u308b\u30e1\u30c3\u30bb\u30fc\u30b8<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a4\u30d9\u30f3\u30c8\u62db\u5f85\u72b6<\/strong>:\u30a6\u30a7\u30d3\u30ca\u30fc\u3001\u30bb\u30df\u30ca\u30fc\u3001\u9867\u5ba2\u611f\u8b1d\u30a4\u30d9\u30f3\u30c8\u306e\u81ea\u52d5\u62db\u5f85\u30b7\u30fc\u30b1\u30f3\u30b9<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80b2\u6210\u30b7\u30fc\u30b1\u30f3\u30b9<\/strong>:\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u8a08\u3063\u305f\u30b3\u30f3\u30c6\u30f3\u30c4\u914d\u4fe1\u3067\u898b\u8fbc\u307f\u5ba2\u3092\u76f8\u8ac7\u4e88\u7d04\u3078<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30fc\u30c9\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/strong>:\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u9069\u5408\u57fa\u6e96\u306b\u57fa\u3065\u304f\u81ea\u52d5\u512a\u5148\u9806\u4f4d\u4ed8\u3051<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u518d\u5a5a\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/strong>:\u4f11\u7720\u30ea\u30fc\u30c9\u3084\u5931\u52b9\u898b\u8fbc\u307f\u5ba2\u3078\u306e\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-a-simple-funnel\">\u30b7\u30f3\u30d7\u30eb\u306a\u30d5\u30a1\u30cd\u30eb\u306e\u69cb\u7bc9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u7372\u5f97\u30d7\u30ed\u30bb\u30b9\u3092\u660e\u78ba\u306b\u69cb\u6210\u3059\u308b\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u6559\u80b2\u7684\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u898b\u8fbc\u307f\u5ba2\u3092\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u5f15\u304d\u3064\u3051\u308b<\/li>\n\n\n\n<li>\u30ea\u30fc\u30c9\u30fb\u30ad\u30e3\u30d7\u30c1\u30e3\u30fc\u306f\u3001\u9023\u7d61\u5148\u60c5\u5831\u3068\u5f15\u304d\u63db\u3048\u306b\u8cb4\u91cd\u306a\u30ea\u30bd\u30fc\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u6642\u9593\u3092\u304b\u3051\u3066\u89aa\u3057\u307f\u3068\u4fe1\u983c\u3092\u7bc9\u304f\u80b2\u6210\u30b7\u30fc\u30b1\u30f3\u30b9<\/li>\n\n\n\n<li>\u76f8\u8ac7\u4e88\u7d04\u306f\u6469\u64e6\u306e\u5c11\u306a\u3044\u30a8\u30f3\u30c8\u30ea\u30fc\u30dd\u30a4\u30f3\u30c8<\/li>\n\n\n\n<li>\u30c7\u30a3\u30b9\u30ab\u30d0\u30ea\u30fc\u30fb\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3067\u9069\u5408\u6027\u3092\u78ba\u8a8d\u3057\u3001\u95a2\u4fc2\u3092\u958b\u59cb\u3059\u308b<\/li>\n\n\n\n<li>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u512a\u826f\u306a\u898b\u8fbc\u307f\u5ba2\u3092\u9867\u5ba2\u306b\u5909\u3048\u308b<\/li>\n\n\n\n<li>\u7d99\u7d9a\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u7dad\u6301\u3057\u3001\u7d39\u4ecb\u3092\u751f\u307f\u51fa\u3059<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u6d3b\u52d5\u306fCRM\u306b\u8a18\u9332\u3055\u308c\u3001\u4f55\u304c\u3046\u307e\u304f\u3044\u304d\u3001\u4f55\u304c\u8abf\u6574\u304c\u5fc5\u8981\u304b\u3092\u53ef\u8996\u5316\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliant-social-media-and-thought-leadership\">\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u3068\u30bd\u30fc\u30c8\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u5236\u7d04\u306b\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306b\u7a4d\u6975\u7684\u306b\u5bfe\u51e6\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e8b\u524d\u306b\u627f\u8a8d\u3055\u308c\u305f\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5be9\u67fb\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u8efd\u6e1b<\/li>\n\n\n\n<li>\u901a\u4fe1\u306b\u81ea\u52d5\u7684\u306b\u6dfb\u4ed8\u3055\u308c\u308b\u6a19\u6e96\u958b\u793a<\/li>\n\n\n\n<li>\u898f\u5236\u4e0a\u306e\u8a18\u9332\u3068\u3057\u3066\u3001\u516c\u8868\u3055\u308c\u305f\u3059\u3079\u3066\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u30a2\u30fc\u30ab\u30a4\u30d6\u30fb\u30b3\u30d4\u30fc<\/li>\n\n\n\n<li>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u516c\u8a00\u3067\u304d\u308b\u3053\u3068\u3001\u3067\u304d\u306a\u3044\u3053\u3068\u306b\u95a2\u3059\u308b\u660e\u78ba\u306a\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306f\u3001\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3057\u306a\u304c\u3089\u4e00\u8cab\u3057\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-example-quarterly-marketing-calendar\">\u56db\u534a\u671f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ab\u30ec\u30f3\u30c0\u30fc\u306e\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u3067\u306f\u3001\u4e2d\u898f\u6a21\u4f01\u696d\u304c\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u4f7f\u3063\u3066\u5c0f\u898f\u6a21\u306e\u30c1\u30fc\u30e0\u3067\u5b9f\u884c\u3067\u304d\u308b\u3053\u3068\u3092\u7d39\u4ecb\u3059\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30f6\u6708\u76ee<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7b2c1\u9031\u6559\u80b2\u30d6\u30ed\u30b0\u8a18\u4e8b\u3092\u516c\u958b\u3057\u3001\u898b\u8fbc\u307f\u5ba2\u306b\u30e1\u30fc\u30eb\u3067\u5ba3\u4f1d<\/li>\n\n\n\n<li>\u7b2c2\u9031\u30d6\u30ed\u30b0\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u4e3b\u8981\u306a\u6d1e\u5bdf\u3092LinkedIn\u306b\u6295\u7a3f<\/li>\n\n\n\n<li>\u7b2c3\u9031\u65e2\u5b58\u9867\u5ba2\u5411\u3051\u30cb\u30e5\u30fc\u30b9\u30ec\u30bf\u30fc\uff08\u5e02\u5834\u89e3\u8aac\u3001\u4f1a\u793e\u6700\u65b0\u60c5\u5831\u306a\u3069<\/li>\n\n\n\n<li>\u7b2c4\u9031\u30a6\u30a7\u30d3\u30ca\u30fc\u62db\u5f85\u30b7\u30fc\u30b1\u30f3\u30b9\u958b\u59cb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2\u30f6\u6708\u76ee<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7b2c1\u9031\u30a6\u30a7\u30d3\u30ca\u30fc\u306e\u914d\u4fe1\u3001\u9332\u753b\u306e\u767b\u9332\u8005\u3068\u306e\u5171\u6709<\/li>\n\n\n\n<li>2\u9031\u76ee\u30a6\u30a7\u30d3\u30ca\u30fc\u53c2\u52a0\u8005\u3078\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30fb\u30b7\u30fc\u30b1\u30f3\u30b9<\/li>\n\n\n\n<li>\u7b2c3\u9031\u30bb\u30b0\u30e1\u30f3\u30c8\u3057\u305f\u898b\u8fbc\u307f\u5ba2\u30ea\u30b9\u30c8\u3078\u306e\u30b1\u30fc\u30b9\u30b9\u30bf\u30c7\u30a3\u30fc\u30e1\u30fc\u30eb<\/li>\n\n\n\n<li>\u7b2c4\u9031\u9867\u5ba2\u611f\u8b1d\u30a4\u30d9\u30f3\u30c8\u62db\u5f85\u72b6<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3\u30f6\u6708\u76ee<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7b2c1\u9031\u56db\u534a\u671f\u3054\u3068\u306e\u5e02\u5834\u898b\u901a\u3057\u767a\u8868<\/li>\n\n\n\n<li>\u7b2c2\u9031\u4f11\u7720\u30ea\u30fc\u30c9\u3078\u306e\u518d\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/li>\n\n\n\n<li>\u7b2c3\u9031\u6e80\u8db3\u3057\u305f\u9867\u5ba2\u3078\u306e\u7d39\u4ecb\u4f9d\u983c\u30e1\u30fc\u30eb<\/li>\n\n\n\n<li>\u7b2c4\u9031\u6765\u671f\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u8a08\u753b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30ab\u30ec\u30f3\u30c0\u30fc\u306f\u7dbf\u5bc6\u306a\u8a08\u753b\u3092\u5fc5\u8981\u3068\u3059\u308b\u304c\u3001\u5c11\u4eba\u6570\u306e\u30c1\u30fc\u30e0\u3092\u5727\u5012\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u4e88\u6e2c\u53ef\u80fd\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3092\u5b9f\u73fe\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measure-optimise-and-scale-intelligently\">\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306b\u6e2c\u5b9a\u3001\u6700\u9069\u5316\u3001\u62e1\u5f35<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6e2c\u5b9a\u3055\u308c\u305f\u3082\u306e\u306f\u6539\u5584\u3055\u308c\u308b\u3002\u6210\u9577\u53ef\u80fd\u306a\u4f01\u696d\u306f\u3001\u610f\u601d\u6c7a\u5b9a\u306e\u6307\u91dd\u3068\u6a5f\u4f1a\u3092\u7279\u5b9a\u3059\u308b\u305f\u3081\u306b\u3001\u30b7\u30f3\u30d7\u30eb\u3060\u304c\u898f\u5f8b\u3042\u308b\u6e2c\u5b9a\u57fa\u6e96\u3092\u7528\u3044\u3066\u3044\u308b\u3002\u6e2c\u5b9a\u304c\u306a\u3051\u308c\u3070\u3001\u6210\u9577\u6226\u7565\u306f\u5f53\u3066\u305a\u3063\u307d\u3046\u306b\u306a\u308a\u3001\u8cc7\u6e90\u306f\u751f\u7523\u7684\u3068\u611f\u3058\u3089\u308c\u308b\u304c\u898b\u8fd4\u308a\u306e\u5c11\u306a\u3044\u6d3b\u52d5\u306b\u6d41\u308c\u3066\u3057\u307e\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-performance-indicators\">\u4e3b\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u6307\u6a19\u3092\u4e00\u8cab\u3057\u3066\u8ffd\u8de1\u3059\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30e1\u30fc\u30c8\u30eb<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4f55\u3092\u6e2c\u5b9a\u3059\u308b\u304b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u6a19\u65b9\u5411<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc1\u4eba\u5f53\u305f\u308a\u306e\u904b\u7528\u8cc7\u7523<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u751f\u7523\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5897\u52a0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u95a2\u4fc2\u53ce\u76ca\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b89\u5b9a\u307e\u305f\u306f\u5897\u52a0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u7372\u5f97\u30b3\u30b9\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u52b9\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6e1b\u5c11<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c1\u30e3\u30cd\u30eb\u5225\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d5\u30a1\u30cd\u30eb\u306e\u6709\u52b9\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5897\u52a0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u7dad\u6301\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4eba\u9593\u95a2\u4fc2\u306e\u8cea<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e0a\u8a18 95%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u306b\u3088\u308b\u30c7\u30b8\u30bf\u30eb\u30c4\u30fc\u30eb\u306e\u63a1\u7528<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30bf\u30eb\u3068\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306e\u5229\u7528<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5897\u52a0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-time-dashboards\">\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u306b\u4f1a\u793e\u5168\u4f53\u306e\u53ef\u8996\u6027\u3092\u63d0\u4f9b\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u72b6\u6cc1\u3068\u9589\u9396\u4e88\u5b9a<\/li>\n\n\n\n<li>\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u5225\u306e\u30bf\u30b9\u30af\u5b8c\u4e86\u7387<\/li>\n\n\n\n<li>\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u9075\u5b88<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u72b6\u6cc1\u3068\u672a\u89e3\u6c7a\u4e8b\u9805<\/li>\n\n\n\n<li>\u53ce\u76ca\u3068\u6210\u9577\u30c8\u30ec\u30f3\u30c9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u900f\u660e\u6027\u306b\u3088\u3063\u3066\u3001\u8fc5\u901f\u306a\u610f\u601d\u6c7a\u5b9a\u3068\u3001\u554f\u984c\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u306e\u65e9\u671f\u4ecb\u5165\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-running-small-experiments\">\u5c0f\u898f\u6a21\u5b9f\u9a13\u306e\u5b9f\u65bd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u62e1\u5927\u3059\u308b\u524d\u306b\u3001\u614e\u91cd\u306b\u30c6\u30b9\u30c8\u3059\u308b\u3053\u3068\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f8b<\/strong>:\u3042\u306a\u305f\u306e\u4f1a\u793e\u306f\u81ea\u52d5\u30ec\u30d3\u30e5\u30fc\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u5c0e\u5165\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u8a66\u9a13\u7684\u306b\u9867\u5ba2\u95a2\u4fc2\u306e\u30b5\u30d6\u30bb\u30c3\u30c8\u3092\u9078\u629e\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u3053\u306e\u30b0\u30eb\u30fc\u30d7\u306e\u307f\u306b\u81ea\u52d5\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5c0e\u5165\u3059\u308b<\/li>\n\n\n\n<li>\u56de\u7b54\u7387\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u5b8c\u4e86\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u8ffd\u8de1\u3059\u308b<\/li>\n\n\n\n<li>3\u30ab\u6708\u9593\u306e\u7d50\u679c\u3092\u5bfe\u7167\u7fa4\u3068\u6bd4\u8f03\u3059\u308b<\/li>\n\n\n\n<li>\u5b66\u7fd2\u306b\u57fa\u3065\u3044\u3066\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u6539\u826f\u3059\u308b<\/li>\n\n\n\n<li>\u6210\u679c\u304c\u8a8d\u3081\u3089\u308c\u308c\u3070\u3001\u5168\u9867\u5ba2\u30d9\u30fc\u30b9\u306b\u62e1\u5927\u3059\u308b<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u65b9\u6cd5\u8ad6\u306f\u3001\u65b0\u3057\u3044\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b9\u30af\u30ea\u30d7\u30c8\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u30b5\u30fc\u30d3\u30b9\u968e\u5c64\u69cb\u9020\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u5b9f\u88c5\u306b\u9069\u7528\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-quarterly-strategy-reviews\">\u56db\u534a\u671f\u3054\u3068\u306e\u6226\u7565\u30ec\u30d3\u30e5\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30fc\u30c0\u30fc\u306f\u56db\u534a\u671f\u3054\u3068\u306b\u80fd\u529b\u3001\u30d7\u30ed\u30bb\u30b9\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u8a55\u4fa1\u3059\u3079\u304d\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u96c7\u7528\u3092\u5fc5\u8981\u3068\u3059\u308b\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u306e\u9650\u754c\u306b\u8fd1\u3065\u3044\u3066\u3044\u308b\u306e\u304b\uff1f<\/li>\n\n\n\n<li>\u81ea\u52d5\u5316\u3067\u304d\u308b\u306f\u305a\u306e\u624b\u4f5c\u696d\u306b\u983c\u3063\u3066\u3044\u308b\u30d7\u30ed\u30bb\u30b9\u306f\uff1f<\/li>\n\n\n\n<li>\u30c1\u30fc\u30e0\u5168\u4f53\u306b\u304a\u3051\u308b\u6280\u8853\u5c0e\u5165\u306e\u9032\u6357\u72b6\u6cc1\u306f\uff1f<\/li>\n\n\n\n<li>\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3092\u6539\u826f\u3059\u3079\u304d\u304b\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u5e02\u5834\u3092\u62e1\u5927\u3059\u3079\u304d\u304b\u3002<\/li>\n\n\n\n<li>\u524d\u56db\u534a\u671f\u306b\u884c\u3063\u305f\u5b9f\u9a13\u306e\u3046\u3061\u3001\u898f\u6a21\u3092\u62e1\u5927\u3059\u3079\u304d\u304b\u3001\u65ad\u5ff5\u3059\u3079\u304d\u304b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30ec\u30d3\u30e5\u30fc\u306f\u3001\u6e2c\u5b9a\u3092\u884c\u52d5\u306b\u7d50\u3073\u3064\u3051\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u3092\u78ba\u5b9f\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-stepwise-intelligent-scale\">\u30b9\u30c6\u30c3\u30d7\u30ef\u30a4\u30ba\u30fb\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u30fb\u30b9\u30b1\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u898f\u6a21\u62e1\u5927\u306f\u3001\u7206\u767a\u7684\u306a\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u6f38\u9032\u7684\u306a\u3082\u306e\u3067\u3042\u308b\u3002\u78ba\u7acb\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u3001\u8a13\u7df4\u3055\u308c\u305f\u30c1\u30fc\u30e0\u3001\u4fe1\u983c\u3067\u304d\u308b\u30b7\u30b9\u30c6\u30e0\u3092\u6301\u305f\u305a\u306b\u6025\u6210\u9577\u3092\u8a66\u307f\u308b\u4f01\u696d\u306f\u3001\u3057\u3070\u3057\u3070\u8a55\u5224\u3068\u5229\u5e45\u3092\u640d\u306a\u3046\u3002\u4f01\u696d\u4fa1\u5024\u306f\u3001\u5287\u7684\u306a\u30b9\u30d1\u30a4\u30af\u306e\u5f8c\u306b\u75db\u307f\u3092\u4f34\u3046\u4fee\u6b63\u304c\u7d9a\u304f\u306e\u3067\u306f\u306a\u304f\u3001\u4e00\u8cab\u3057\u305f\u9577\u671f\u7684\u6210\u9577\u3092\u901a\u3058\u3066\u69cb\u7bc9\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bb5\u968e\u7684\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u306e\u4e3b\u8981\u5206\u91ce\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e74\u76ee\u57fa\u790e\uff08\u30d7\u30ed\u30bb\u30b9\u306e\u6587\u66f8\u5316\u3001CRM\u306e\u5c0e\u5165\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u5b9a\u7fa9\uff09<\/li>\n\n\n\n<li>2\u5e74\u76ee\u81ea\u52d5\u5316\uff08\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u96fb\u5b50\u5316\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3001\u30dd\u30fc\u30bf\u30eb\u306e\u958b\u8a2d\uff09<\/li>\n\n\n\n<li>3\u5e74\u76ee\u6210\u9577\uff08\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u4f53\u7cfb\u5316\u3001\u30c1\u30fc\u30e0\u306e\u62e1\u5927\u3001\u80fd\u529b\u306e\u5411\u4e0a\uff09<\/li>\n\n\n\n<li>4\u5e74\u76ee\u6700\u9069\u5316\uff08\u6e2c\u5b9a\u57fa\u6e96\u306e\u6539\u826f\u3001\u5b9f\u9a13\u306e\u898f\u6a21\u62e1\u5927\u3001\u52b9\u7387\u306e\u6700\u5927\u5316\uff09<\/li>\n\n\n\n<li>5\u5e74\u76ee\u62e1\u5927\uff08\u65b0\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u65b0\u5e02\u5834\u3001\u5f8c\u7d99\u8005\u8a08\u753b\uff09<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-supports-scalable-wealth-management\">InvestGlass\u306f\u3069\u306e\u3088\u3046\u306b\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u8cc7\u7523\u7ba1\u7406\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u308b\u304b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u7d71\u5408CRM\u3068\u81ea\u52d5\u5316\u30cf\u30d6\u3067\u3042\u308a\u3001\u7279\u306b\u898f\u5236\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30b5\u30fc\u30d3\u30b9\u306e\u8cea\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u57fa\u6e96\u3092\u72a0\u7272\u306b\u3059\u308b\u3053\u3068\u306a\u304f\u898f\u6a21\u3092\u62e1\u5927\u3057\u3088\u3046\u3068\u3059\u308b\u969b\u306b\u76f4\u9762\u3059\u308b\u4e3b\u8981\u306a\u8ab2\u984c\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u30e2\u30b8\u30e5\u30fc\u30eb\u306f\u53e3\u5ea7\u958b\u8a2d\u6642\u9593\u3092\u5287\u7684\u306b\u77ed\u7e2e\u3059\u308b\u3002\u9867\u5ba2\u306f\u3042\u3089\u3086\u308b\u30c7\u30d0\u30a4\u30b9\u304b\u3089\u30c7\u30b8\u30bf\u30eb\u3067\u30d5\u30a9\u30fc\u30e0\u3092\u5165\u529b\u3057\u307e\u3059\u3002\u66f8\u985e\u306e\u53ce\u96c6\u306f\u3001\u5b89\u5168\u306a\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3068\u81ea\u52d5\u691c\u8a3c\u306b\u3088\u3063\u3066\u884c\u308f\u308c\u307e\u3059\u3002\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3068\u9069\u5408\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u306f\u6a19\u6e96\u5316\u3055\u308c\u3001\u81ea\u52d5\u7684\u306b\u63a1\u70b9\u3055\u308c\u307e\u3059\u3002\u6700\u521d\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u304b\u3089\u53e3\u5ea7\u958b\u8a2d\u307e\u3067\u306e\u5168\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3044\u3066\u3001\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u304c\u4f5c\u6210\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-management-and-client-portal\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3068\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3068\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u6a5f\u80fd\u306f\u3001\u30ab\u30b9\u30bf\u30e0\u958b\u767a\u306a\u3057\u3067\u900f\u660e\u6027\u306e\u9ad8\u3044\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u5411\u3051\u306b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u53ef\u8996\u5316<\/li>\n\n\n\n<li>\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u5e30\u5c5e\u3068\u30d9\u30f3\u30c1\u30de\u30fc\u30ad\u30f3\u30b0<\/li>\n\n\n\n<li>\u5b89\u5168\u306a\u6587\u66f8\u306e\u4fdd\u7ba1\u3068\u5171\u6709<\/li>\n\n\n\n<li>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u9867\u5ba2\u9593\u306e\u6697\u53f7\u5316\u3055\u308c\u305f\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0<\/li>\n\n\n\n<li>\u65e5\u5e38\u7684\u306a\u554f\u3044\u5408\u308f\u305b\u306e\u305f\u3081\u306e\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30a2\u30af\u30bb\u30b9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u72ec\u7acb\u7cfb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u30ab\u30b9\u30bf\u30e0\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u5927\u624b\u91d1\u878d\u6a5f\u95a2\u3068\u540c\u69d8\u306e\u30dd\u30fc\u30bf\u30eb\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u306f\u3001\u898b\u8fbc\u307f\u5ba2\u3084\u9867\u5ba2\u3068\u306e\u4e00\u8cab\u3057\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7279\u5b9a\u306e\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u3068\u3057\u305f\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3055\u308c\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/li>\n\n\n\n<li>\u30d5\u30a1\u30fc\u30b9\u30c8\u30bf\u30c3\u30c1\u304b\u3089\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u307e\u3067\u306e\u30ea\u30fc\u30c9\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u884c\u52d5\u3068\u65e5\u4ed8\u306b\u57fa\u3065\u304f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30fb\u30c8\u30ea\u30ac\u30fc<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30ec\u30d3\u30e5\u30fc\u3001\u518d\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306e\u30e1\u30fc\u30eb\u30b7\u30fc\u30b1\u30f3\u30b9<\/li>\n\n\n\n<li>\u3069\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u3084\u30c1\u30e3\u30f3\u30cd\u30eb\u304c\u6700\u3082\u512a\u308c\u3066\u3044\u308b\u304b\u3092\u793a\u3059\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-hosting-and-data-sovereignty\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3068\u30c7\u30fc\u30bf\u4e3b\u6a29<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u30b9\u30a4\u30b9\u306e\u6cd5\u5f8b\u306e\u4e0b\u3067\u4fdd\u7ba1\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u3001\u516c\u7684\u6a5f\u95a2\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u304a\u3088\u3073\u4e3b\u6a29\u306b\u95a2\u3059\u308b\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3082\u306e\u3067\u3059\u3002\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u4fe1\u983c\u304c\u6700\u3082\u91cd\u8981\u306a\u3053\u306e\u696d\u754c\u306b\u304a\u3044\u3066\u3001\u3053\u308c\u306f\u91cd\u8981\u306a\u7af6\u4e89\u4e0a\u306e\u512a\u4f4d\u6027\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-next-steps\">\u6b21\u306e\u30b9\u30c6\u30c3\u30d7<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728\u306e\u6280\u8853\u30b9\u30bf\u30c3\u30af\u3092\u898b\u76f4\u3057\u307e\u3057\u3087\u3046\u3002\u3069\u308c\u3060\u3051\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u5225\u3005\u306b\u7ba1\u7406\u3057\u3001\u3069\u308c\u3060\u3051\u306e\u7167\u5408\u3092\u624b\u4f5c\u696d\u3067\u884c\u3044\u3001\u3069\u308c\u3060\u3051\u306e\u6642\u9593\u3092\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3067\u306f\u306a\u304f\u7ba1\u7406\u696d\u52d9\u306b\u8cbb\u3084\u3057\u3066\u3044\u308b\u304b\u3092\u8003\u3048\u3066\u307f\u3066\u304f\u3060\u3055\u3044\u3002InvestGlass\u306e\u3088\u3046\u306a\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u512a\u308c\u305f\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3092\u5b9a\u7fa9\u3059\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u4f4e\u30b3\u30b9\u30c8\u3067\u3088\u308a\u591a\u304f\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u6b21\u306e\u6210\u9577\u6bb5\u968e\u304c\u958b\u3051\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-realistically-take-to-build-a-scalable-wealth-management-business\">\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30d3\u30b8\u30cd\u30b9\u3092\u69cb\u7bc9\u3059\u308b\u306b\u306f\u3001\u73fe\u5b9f\u7684\u306b\u3069\u308c\u304f\u3089\u3044\u306e\u6642\u9593\u304c\u304b\u304b\u308b\u306e\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u771f\u306b\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30e2\u30c7\u30eb\u3092\u69cb\u7bc9\u3059\u308b\u306b\u306f\u3001\u901a\u5e383\u5e74\u304b\u30895\u5e74\u306e\u3058\u3063\u304f\u308a\u3068\u3057\u305f\u53d6\u308a\u7d44\u307f\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u6700\u521d\u306e1\u5e74\u306f\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u5b9a\u7fa9\u3001\u30d7\u30ed\u30bb\u30b9\u306e\u6587\u66f8\u5316\u3001\u57fa\u76e4\u3068\u306a\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u5c0e\u5165\u306b\u91cd\u70b9\u3092\u7f6e\u304f\u30022\u5e74\u76ee\u30683\u5e74\u76ee\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u5c0e\u5165\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3001\u30c1\u30fc\u30e0\u4f5c\u308a\u306b\u91cd\u70b9\u3092\u7f6e\u304f\u3002\u305d\u306e\u5f8c\u306e\u6570\u5e74\u9593\u306f\u3001\u6700\u9069\u5316\u3001\u6e2c\u5b9a\u6cd5\u306e\u6539\u826f\u3001\u6226\u7565\u7684\u62e1\u5927\u306b\u96c6\u4e2d\u3059\u308b\u3002\u3053\u306e\u6642\u9593\u8ef8\u3092\u77ed\u7e2e\u3057\u3088\u3046\u3068\u3059\u308b\u4f01\u696d\u306f\u3001\u3057\u3070\u3057\u3070\u30d7\u30ec\u30c3\u30b7\u30e3\u30fc\u306e\u4e0b\u3067\u82e6\u95d8\u3059\u308b\u8106\u5f31\u306a\u69cb\u9020\u3092\u4f5c\u308a\u4e0a\u3052\u308b\u3002\u5fcd\u8010\u3068\u4e00\u8cab\u6027\u306f\u3001\u6025\u3044\u3060\u5909\u9769\u3088\u308a\u3082\u9577\u671f\u7684\u306a\u6210\u529f\u3092\u3082\u305f\u3089\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-small-two-or-three-person-advisory-firm-really-scale-without-losing-its-personal-touch\">2\u30013\u4eba\u306e\u5c0f\u3055\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u4f1a\u793e\u306f\u3001\u500b\u4eba\u7684\u306a\u30bf\u30c3\u30c1\u3092\u5931\u3046\u3053\u3068\u306a\u304f\u3001\u672c\u5f53\u306b\u898f\u6a21\u3092\u62e1\u5927\u3067\u304d\u308b\u306e\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n<p 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wealth management firms use clear client segmentation, standardised service models, and disciplined processes instead of ad hoc work. By defining ideal client profiles and creating distinct service tiers, firms can deliver consistent experiences while handling significantly more clients per advisor. This focus eliminates the chaos that comes from trying to serve everyone with the same approach. Technology such as a Swiss hosted CRM, digital onboarding, automated KYC, and client portals is now the backbone of scale. Platforms like InvestGlass enable firms to automate routine tasks, reduce manual processes, and free advisors to focus on meaningful client interactions. Forward thinking advisors who embrace technology report 30 to 50 percent time [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47946,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[485,19,95],"class_list":["post-49086","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-ai","tag-crm","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 Build a Scalable Wealth Management Business? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore how to build a scalable wealth management practice using technology to enhance client experiences and efficiency.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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