{"id":49122,"date":"2026-02-16T09:00:00","date_gmt":"2026-02-16T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49122"},"modified":"2026-02-17T05:41:56","modified_gmt":"2026-02-17T04:41:56","slug":"%e3%82%88%e3%82%8a%e8%89%af%e3%81%84%e8%b2%a1%e5%8b%99%e5%88%a4%e6%96%ad%e3%81%ae%e3%81%9f%e3%82%81%e3%81%abcrm%e3%83%87%e3%83%bc%e3%82%bf%e3%82%92%e3%81%a9%e3%81%86%e4%bd%bf%e3%81%86%e3%81%8b","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-use-crm-data-for-better-financial-decisions\/","title":{"rendered":"\u3088\u308a\u826f\u3044\u8ca1\u52d9\u5224\u65ad\u306e\u305f\u3081\u306eCRM\u30c7\u30fc\u30bf\u6d3b\u7528\u6cd5"},"content":{"rendered":"<p class=\"wp-block-paragraph\">CRM\u30c7\u30fc\u30bf\u304c\u5b8c\u5168\u3067\u3001\u30af\u30ea\u30fc\u30f3\u3067\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u4f1a\u8a08\u30b7\u30b9\u30c6\u30e0\u306b\u63a5\u7d9a\u3055\u308c\u3066\u3044\u308c\u3070\u3001\u8ca1\u52d9\u4e0a\u306e\u610f\u601d\u6c7a\u5b9a\u30a8\u30f3\u30b8\u30f3\u3068\u306a\u308a\u3001\u4f01\u696d\u306f\u30b3\u30f3\u30bf\u30af\u30c8\u30fb\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3092\u8d85\u3048\u3066\u6226\u7565\u7684\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306f\u30012024\u5e74\u30682025\u5e74\u306e\u8a08\u753b\u30b5\u30a4\u30af\u30eb\u3092\u901a\u3058\u3066\u3001\u30d7\u30e9\u30a4\u30b7\u30f3\u30b0\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u3001\u6d41\u52d5\u6027\u8a08\u753b\u3001\u53ce\u76ca\u6027\u5206\u6790\u3092\u6539\u5584\u3059\u308b\u305f\u3081\u306bCRM\u306e\u6d1e\u5bdf\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3068\u3057\u3066\u3001\u30b9\u30a4\u30b9\u56fd\u5185\u306e\u9867\u5ba2\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c7\u30fc\u30bf\u3092\u7d71\u5408\u3057\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3068GDPR\u306b\u6e96\u62e0\u3057\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9f\u969b\u306e\u4f7f\u7528\u4f8b\u3068\u3057\u3066\u306f\u3001\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306a\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u5546\u54c1\u306e\u53ce\u76ca\u6027\u5206\u6790\u3001\u6b21\u5584\u306e\u7b56\u306e\u63d0\u6848\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u306e\u6d3b\u52d5\u3092\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u306e\u7d50\u679c\u306b\u7d50\u3073\u3064\u3051\u308b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u4e88\u6e2c\u306a\u3069\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u6563\u5728\u3057\u305f\u30ec\u30b3\u30fc\u30c9\u304b\u3089\u3001\u6e2c\u5b9a\u53ef\u80fd\u306a\u8ca1\u52d9\u7684\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308b\u610f\u601d\u6c7a\u5b9a\u30b0\u30ec\u30fc\u30c9\u306eCRM\u30c7\u30fc\u30bf\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306b\u79fb\u884c\u3059\u308b\u305f\u3081\u306e\u5177\u4f53\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u30d0\u30a4\u30b9\u30c6\u30c3\u30d7\u306e\u30d1\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-from-relationship-database-to-financial-decision-engine\">\u306f\u3058\u3081\u306b\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u304b\u3089\u8ca1\u52d9\u610f\u601d\u6c7a\u5b9a\u30a8\u30f3\u30b8\u30f3\u3078<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u306e\u30b9\u30a4\u30b9\u306e\u4e2d\u898f\u6a21\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u601d\u3044\u6d6e\u304b\u3079\u3066\u307b\u3057\u3044\u3002\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u4f1a\u8a08\u306e\u30b7\u30b9\u30c6\u30e0\u304c\u5225\u3005\u306b\u5b58\u5728\u3057\u3066\u3044\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e\u8abf\u6574\u306b\u4f55\u6642\u9593\u3082\u8cbb\u3084\u3057\u3001\u8ca1\u52d9\u30ea\u30fc\u30c0\u30fc\u306f\u9867\u5ba2\u306e\u53ce\u76ca\u6027\u3084\u4fa1\u683c\u6700\u9069\u5316\u306b\u95a2\u3059\u308b\u57fa\u672c\u7684\u306a\u8cea\u554f\u306b\u7b54\u3048\u308b\u306e\u306b\u82e6\u52b4\u3057\u3066\u3044\u308b\u3002\u30c7\u30fc\u30bf\u306f\u5b58\u5728\u3059\u308b\u304c\u3001\u305d\u308c\u306f\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u306e\u4e2d\u306b\u3042\u308a\u3001\u8ab0\u3082\u81ea\u4fe1\u3092\u6301\u3063\u3066\u8ca1\u52d9\u4e0a\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u305f\u3081\u306b\u5fc5\u8981\u306a\u5168\u4f53\u50cf\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u696d\u754c\u306b\u304a\u3051\u308bCRM\u30c7\u30fc\u30bf\u306b\u306f\u3001\u9023\u7d61\u5148\u306e\u8a73\u7d30\u3084\u9762\u8ac7\u30e1\u30e2\u4ee5\u4e0a\u306e\u3082\u306e\u304c\u542b\u307e\u308c\u307e\u3059\u3002CRM\u30c7\u30fc\u30bf\u306b\u306f\u3001\u5b8c\u5168\u306a\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001KYC\u6587\u66f8\u3001\u53d6\u5f15\u5c65\u6b74\u3001\u5546\u54c1\u4fdd\u6709\u72b6\u6cc1\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3001\u30b5\u30fc\u30d3\u30b9\u8981\u6c42\u3001\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u306a\u3069\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u9069\u5207\u306b\u69cb\u9020\u5316\u3055\u308c\u3001\u63a5\u7d9a\u3055\u308c\u308b\u3068\u3001\u9759\u7684\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u304b\u3089\u52d5\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u30a8\u30f3\u30b8\u30f3\u306b\u5909\u308f\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u7a3f\u306e\u76ee\u7684\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u3001CRM\u3068\u8ca1\u52d9\u30c7\u30fc\u30bf\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u3001\u5546\u54c1\u3001\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u306e\u5404\u30ec\u30d9\u30eb\u306b\u304a\u3044\u3066\u3001\u3088\u308a\u826f\u3044\u3001\u3088\u308a\u8fc5\u901f\u306a\u8ca1\u52d9\u4e0a\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u65b9\u6cd5\u3092\u793a\u3059\u3053\u3068\u3067\u3042\u308b\u3002\u62bd\u8c61\u7684\u306a\u7406\u8ad6\u3067\u306f\u306a\u304f\u3001\u5177\u4f53\u7684\u306a\u4e8b\u4f8b\u306b\u7126\u70b9\u3092\u5f53\u3066\u30012024\u5e74\u30682025\u5e74\u306e\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30b5\u30a4\u30af\u30eb\u306b\u76f4\u63a5\u95a2\u9023\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u30eb\u30fc\u30eb\u306b\u57fa\u3065\u304d\u3001\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u3053\u308c\u3089\u306e\u30c7\u30fc\u30bf\u30dd\u30a4\u30f3\u30c8\u3092\u7d71\u4e00\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3059\u308b\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0CRM\u304a\u3088\u3073\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u672c\u30ac\u30a4\u30c9\u3067\u306f\u3001InvestGlass \u3092\u3069\u306e\u3088\u3046\u306b\u5229\u7528\u3057\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u8ca1\u52d9\u30d1 \u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u3064\u306a\u3052\u308b\u610f\u601d\u6c7a\u5b9a\u30b0\u30ec\u30fc\u30c9\u306e CRM \u57fa\u76e4\u3092\u69cb\u7bc9\u3057\u3066\u3044\u308b\u304b\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-1-build-a-decision-ready-crm-data-foundation\">\u30b9\u30c6\u30c3\u30d71\uff1a\u610f\u601d\u6c7a\u5b9a\u6e96\u5099\u306e\u6574\u3063\u305fCRM\u30c7\u30fc\u30bf\u57fa\u76e4\u3092\u69cb\u7bc9\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u610f\u5473\u306e\u3042\u308b\u8ca1\u52d9\u4e0a\u306e\u610f\u601d\u6c7a\u5b9a\u306b\u306f\u3001\u6563\u5728\u3059\u308b\u30b3\u30f3\u30bf\u30af\u30c8\u30ce\u30fc\u30c8\u3084\u975e\u516c\u5f0f\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3067\u306f\u306a\u304f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u5185\u306e\u6b63\u78ba\u3067\u69cb\u9020\u5316\u3055\u308c\u3001\u6a29\u9650\u3092\u4ed8\u4e0e\u3055\u308c\u305f\u30c7\u30fc\u30bf\u304c\u5fc5\u8981\u3067\u3059\u3002\u5b9f\u884c\u53ef\u80fd\u306a\u6d1e\u5bdf\u3092\u5f15\u304d\u51fa\u3059\u524d\u306b\u3001\u30c7\u30fc\u30bf\u57fa\u76e4\u304c\u5b9f\u884c\u3057\u305f\u3044\u5206\u6790\u3092\u78ba\u5b9f\u306b\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u306b\u304a\u3051\u308b\u8cea\u306e\u9ad8\u3044CRM\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u306b\u306f\u3001\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u8981\u7d20\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>\u30c7\u30fc\u30bf\u30ab\u30c6\u30b4\u30ea\u30fc<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4e3b\u8981\u306a\u8981\u7d20<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u5168\u306aKYC\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u6295\u8cc7\u76ee\u7684\u3001\u6587\u66f8\u5316\u3055\u308c\u305f\u597d\u307f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30d2\u30a8\u30e9\u30eb\u30ad\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e16\u5e2f\u69cb\u6210\u3001\u4e8b\u696d\u4f53\u95a2\u4fc2\u3001\u53d7\u76ca\u6240\u6709\u6a29<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c7\u30fc\u30bf<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4fdd\u6709\u8cc7\u7523\u3001\u8a55\u4fa1\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5c65\u6b74\u3001\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u7a2e\u985e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4ea4\u6d41\u8a18\u9332<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u30e1\u30e2\u3001\u30b5\u30fc\u30d3\u30b9\u30ea\u30af\u30a8\u30b9\u30c8\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u5bfe\u5fdc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8ca1\u52d9\u6307\u6a19<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53ce\u76ca\u5e30\u5c5e\u3001\u6599\u91d1\u4f53\u7cfb\u3001\u30b5\u30fc\u30d3\u30b9\u30b3\u30b9\u30c8\u3001\u53ce\u76ca\u6027\u6307\u6a19<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u304c\u30012024\u5e74\u306b\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30c7\u30fc\u30bf\u3092InvestGlass\u306b\u7d71\u5408\u3057\u305f\u3053\u3068\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u4ee5\u524d\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u6700\u8fd1\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u3068\u308a\u3068\u3068\u3082\u306b\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u7dcf\u4fa1\u5024\u3092\u78ba\u8a8d\u3059\u308b\u65b9\u6cd5\u304c\u306a\u304b\u3063\u305f\u3002\u7d71\u5408\u5f8c\u3001\u5f7c\u3089\u306f\u3001\u624b\u6570\u6599\u53ce\u5165\u3092\u305d\u3053\u305d\u3053\u5f97\u3066\u3044\u308b\u7279\u5b9a\u306e\u9867\u5ba2\u304c\u3001\u5b9f\u306f\u6700\u3082\u95a2\u4e0e\u3057\u3066\u3044\u308b\u9867\u5ba2\u3067\u3042\u308a\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u62e1\u5927\u306e\u6a5f\u4f1a\u3092\u793a\u5506\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3053\u3068\u3092\u7279\u5b9a\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u3067\u306f\u3001\u6a19\u6e96\u7684\u306a\u30c7\u30fc\u30bf\u30e2\u30c7\u30eb\u304c\u975e\u5e38\u306b\u91cd\u8981\u3067\u3042\u308b\u3002\u9867\u5ba2\u3001\u4e16\u5e2f\u3001\u4e8b\u696d\u4f53\u3001\u53e3\u5ea7\u3001\u5546\u54c1\u304c\u4e00\u8cab\u3057\u305f\u69cb\u9020\u306b\u5f93\u3063\u3066\u3044\u308c\u3070\u3001\u53ce\u76ca\u3001\u30b3\u30b9\u30c8\u3001\u30ea\u30b9\u30af\u306e\u6570\u5024\u3092\u7d44\u7e54\u5168\u4f53\u3067\u78ba\u5b9f\u306b\u7d50\u3073\u3064\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u4e00\u8cab\u6027\u304c\u306a\u3051\u308c\u3070\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u96c6\u8a08\u306f\u56f0\u96e3\u3068\u306a\u308a\u3001\u6226\u7565\u7684\u610f\u601d\u6c7a\u5b9a\u306e\u305f\u3081\u306b\u4fe1\u983c\u3059\u308b\u3053\u3068\u306f\u4e0d\u53ef\u80fd\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u54c1\u8cea\u30eb\u30fc\u30c1\u30f3\u306f\u3001\u30ec\u30dd\u30fc\u30c8\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u524d\u306b\u554f\u984c\u3092\u767a\u898b\u3059\u308b\u305f\u3081\u306b\u3001\u6bce\u9031\u307e\u305f\u306f\u6bce\u65e5\u5b9f\u884c\u3055\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u3088\u304f\u3042\u308b\u554f\u984c\u306b\u306f\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u306e\u6b20\u843d\u3001\u7121\u52b9\u306a\u9023\u7d61\u5148\u8a73\u7d30\u3001\u901a\u8ca8\u30d5\u30a3\u30fc\u30eb\u30c9\u306e\u4e0d\u4e00\u81f4\u306a\u3069\u304c\u3042\u308b\u3002CRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u81ea\u52d5\u691c\u8a3c\u306f\u3001\u3053\u308c\u3089\u306e\u30ae\u30e3\u30c3\u30d7\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30c1\u30fc\u30e0\u306f\u91cd\u8981\u306a\u5831\u544a\u671f\u9593\u4e2d\u306b\u30a8\u30e9\u30fc\u3092\u767a\u898b\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306b\u89e3\u6c7a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-2-connect-crm-data-with-financial-and-risk-systems\">\u30b9\u30c6\u30c3\u30d72\uff1aCRM\u30c7\u30fc\u30bf\u3068\u8ca1\u52d9\u304a\u3088\u3073\u30ea\u30b9\u30af\u30fb\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u63a5\u7d9a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff08CRM\uff09\u3060\u3051\u3067\u306f\u3001\u8ca1\u52d9\u4e0a\u306e\u610f\u601d\u6c7a\u5b9a\u306b\u306f\u4e0d\u5341\u5206\u3067\u3059\u3002CRM\u304c\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u8ca1\u52d9\u3001\u4f1a\u8a08\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u7d71\u5408\u3055\u308c\u3001\u5404\u9867\u5ba2\u95a2\u4fc2\u3084\u305d\u306e\u8ca1\u52d9\u7684\u5f71\u97ff\u306b\u95a2\u3059\u308b\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u304c\u4f5c\u6210\u3055\u308c\u305f\u3068\u304d\u3001\u771f\u306e\u529b\u304c\u767a\u63ee\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u304a\u5ba2\u69d8\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u30fc\u306e\u4e2d\u5fc3\u306b\u4f4d\u7f6e\u3057\u3001\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c8\u3055\u308c\u3066\u3044\u308b\u5b89\u5168\u306aAPI\u3092\u4f7f\u7528\u3057\u3066Avaloq\u3001Temenos\u3001\u307e\u305f\u306f\u72ec\u81ea\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30a8\u30f3\u30b8\u30f3\u306a\u3069\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u30c7\u30fc\u30bf\u3092\u540c\u671f\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u306e\u5fc5\u8981\u6027\u3092\u306a\u304f\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u8ca1\u52d9\u30c1\u30fc\u30e0\u304c\u540c\u3058\u771f\u5b9f\u306e\u30bd\u30fc\u30b9\u304b\u3089\u4f5c\u696d\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u7d71\u5408\u306b\u306f\u3001\u3044\u304f\u3064\u304b\u306e\u5177\u4f53\u7684\u306a\u30c7\u30fc\u30bf\u306e\u6d41\u308c\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u65e5\u3005\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u8a55\u4fa1\u3092\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30b7\u30b9\u30c6\u30e0\u304b\u3089CRM\u306b\u30a4\u30f3\u30dd\u30fc\u30c8<\/li>\n\n\n\n<li>\u4f1a\u8a08\u30bd\u30d5\u30c8\u304b\u3089\u306e\u624b\u6570\u6599\u3001\u53d6\u5f15\u30b3\u30b9\u30c8\u306e\u4e00\u62ec\u30a4\u30f3\u30dd\u30fc\u30c8<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u3001\u4fe1\u7528\u683c\u4ed8\u3051\u3001\u307e\u305f\u306f\u30ea\u30b9\u30af\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u306e\u683c\u4ed8\u3051\u30de\u30a4\u30b0\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u591c\u9593\u66f4\u65b0<\/li>\n\n\n\n<li>\u63a5\u7d9a\u3055\u308c\u3066\u3044\u308b\u3059\u3079\u3066\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u3001\u4e3b\u8981\u306a\u95be\u5024\u306b\u9055\u53cd\u3057\u305f\u5834\u5408\u306b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30a2\u30e9\u30fc\u30c8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u63a5\u7d9a\u304c\u78ba\u7acb\u3055\u308c\u308b\u3068\u3001\u8ca1\u52d9\u30c1\u30fc\u30e0\u306fCRM\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067\u9867\u5ba2\u30ec\u30d9\u30eb\u306e\u53ce\u76ca\u6027\u3001\u88fd\u54c1\u30de\u30fc\u30b8\u30f3\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u76f4\u63a5\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u8ca1\u52d9\u30c1\u30fc\u30e0\u306f\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u4f7f\u3063\u3066\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u7167\u5408\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u306a\u308a\u3001\u30df\u30b9\u304c\u6e1b\u308a\u3001\u610f\u601d\u6c7a\u5b9a\u30b5\u30a4\u30af\u30eb\u304c\u52a0\u901f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e74\u306e\u30b7\u30ca\u30ea\u30aa\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u3042\u308b\u4fdd\u967a\u4f1a\u793e\u304c\u3001\u7d71\u5408\u3055\u308c\u305fCRM\u3068\u5951\u7d04\u7ba1\u7406\u30c7\u30fc\u30bf\u3092\u7528\u3044\u3066\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u306e\u5f15\u53d7\u610f\u6b32\u3092\u8abf\u6574\u3057\u3066\u3044\u308b\u3002CRM\u306b\u84c4\u7a4d\u3055\u308c\u305f\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30d1\u30bf\u30fc\u30f3\u3068\u3068\u3082\u306b\u30af\u30ec\u30fc\u30e0\u983b\u5ea6\u306b\u95a2\u3059\u308b\u904e\u53bb\u306e\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u30ea\u30b9\u30af\u30fb\u30c1\u30fc\u30e0\u306f\u3001\u7279\u5b9a\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u304a\u3044\u3066\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u9ad8\u3044\u4fdd\u967a\u5951\u7d04\u8005\u306e\u640d\u5bb3\u7387\u304c\u8457\u3057\u304f\u9ad8\u3044\u3053\u3068\u3092\u7279\u5b9a\u3059\u308b\u3002\u3053\u306e\u6d1e\u5bdf\u306f\u3001\u30d7\u30e9\u30a4\u30b7\u30f3\u30b0\u306e\u6c7a\u5b9a\u3068 <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=\"5949\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u6700\u3082\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3078\u306e\u8cc7\u6e90\u914d\u5206\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs.png\" alt=\"\u4e2d\u5c0f\u4f01\u696d\u306e\u30cb\u30fc\u30ba\u306b\u5fdc\u3048\u308bInvestGlass CRM\" class=\"wp-image-44219\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs-300x225.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs-768x576.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u4e2d\u5c0f\u4f01\u696d\u306e\u30cb\u30fc\u30ba\u306b\u5fdc\u3048\u308bInvestGlass CRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-3-use-crm-data-to-improve-client-level-financial-decisions\">\u30b9\u30c6\u30c3\u30d73\uff1a\u9867\u5ba2\u30ec\u30d9\u30eb\u306e\u8ca1\u52d9\u5224\u65ad\u3092\u6539\u5584\u3059\u308b\u305f\u3081\u306bCRM\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30c7\u30fc\u30bf\u3092\u8ca1\u52d9\u4e0a\u306e\u610f\u601d\u6c7a\u5b9a\u306b\u9069\u7528\u3059\u308b\u6700\u521d\u306e\u5834\u6240\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u65e5\u3005\u696d\u52d9\u3092\u884c\u3063\u3066\u3044\u308b\u4e00\u9867\u5ba2\u307e\u305f\u306f\u4e16\u5e2f\u30ec\u30d9\u30eb\u3067\u3059\u3002\u9867\u5ba2\u30a4\u30f3\u30b5\u30a4\u30c8\u306e\u5411\u4e0a\u306f\u3001\u3088\u308a\u826f\u3044\u9867\u5ba2\u95a2\u4fc2\u3084\u3088\u308a\u5f37\u529b\u306a\u30d3\u30b8\u30cd\u30b9\u6210\u679c\u306b\u76f4\u7d50\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u30682025\u5e74\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u7d71\u5408\u3055\u308c\u305fCRM\u30c7\u30fc\u30bf\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u308b\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u610f\u601d\u6c7a\u5b9a\u306b\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b8c\u5168\u306a\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u904e\u53bb\u306e\u55dc\u597d\u306b\u57fa\u3065\u304f\u6295\u8cc7\u63d0\u6848\u306e\u4f5c\u6210<\/li>\n\n\n\n<li>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u53ce\u76ca\u6027\u3068\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u306b\u57fa\u3065\u304f\u4e0e\u4fe1\u9650\u5ea6\u984d\u306e\u8abf\u6574<\/li>\n\n\n\n<li>\u771f\u306e\u30b5\u30fc\u30d3\u30b9\u30b3\u30b9\u30c8\u3068\u9867\u5ba2\u4fa1\u5024\u3092\u53cd\u6620\u3057\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u4fa1\u683c\u8a2d\u5b9a<\/li>\n\n\n\n<li>\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u50be\u5411\u3068\u53ce\u76ca\u306e\u53ef\u80fd\u6027\u306b\u57fa\u3065\u304f\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3092\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3084\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u30c7\u30fc\u30bf\u3068\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3088\u308a\u9069\u5207\u306a\u5546\u54c1\u3092\u63d0\u6848\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u898f\u5236\u4e0a\u3082\u98a8\u8a55\u4e0a\u3082\u554f\u984c\u3068\u306a\u308b\u8aa4\u8ca9\u58f2\u306e\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u3067\u5b9f\u8df5\u7684\u306a\u6570\u5024\u4f8b\u3092\u6319\u3052\u3088\u3046\u3002\u3042\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u7d4c\u5e38\u624b\u6570\u6599\u53ce\u5165\u3092\u8a08\u7b97\u3057\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u983b\u5ea6\u3001\u4e8b\u52d9\u7684\u306a\u8981\u6c42\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5831\u544a\u306e\u8907\u96d1\u3055\u306b\u57fa\u3065\u3044\u3066\u3001\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u30b5\u30fc\u30d3\u30b9\u30fb\u30b3\u30b9\u30c8\u3092\u898b\u7a4d\u3082\u3063\u305f\u3002\u5206\u6790\u306e\u7d50\u679c\u3001\u6b21\u306e\u3053\u3068\u304c\u5224\u660e\u3057\u305f\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u5c64<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5e74\u9593\u53ce\u5165<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30b5\u30fc\u30d3\u30b9\u8cbb\u7528<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u7d14\u5229\u76ca<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u306e\u5272\u5408<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5132\u304b\u308b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>15,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u4ee5\u4e0b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>10,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>25%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9650\u754c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8,000\uff5e15,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5,000\uff5e8,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>0\uff5e7,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>45%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ed\u30b9\u30fb\u30e1\u30a4\u30ad\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u4ee5\u4e0b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30cd\u30ac\u30c6\u30a3\u30d6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>30%<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u3063\u3066\u3001\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u306b\u306f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3084\u7a4d\u6975\u7684\u306a\u50cd\u304d\u304b\u3051\u3092\u3001\u9650\u754c\u7684\u306a\u95a2\u4fc2\u306b\u306f\u52b9\u7387\u6027\u306e\u6539\u5584\u3092\u3001\u640d\u5931\u3092\u51fa\u3057\u3066\u3044\u308b\u9867\u5ba2\u306b\u306f\u624b\u6570\u6599\u306e\u8a71\u3057\u5408\u3044\u3084\u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb\u306e\u5909\u66f4\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u6226\u7565\u304c\u63a8\u9032\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u9867\u5ba2\u304c\u76ee\u6a19\u3068\u3059\u308b\u53ce\u76ca\u6027\u306e\u3057\u304d\u3044\u5024\u3092\u4e0b\u56de\u3063\u305f\u308a\u3001\u73fe\u91d1\u6b8b\u9ad8\u304c\u5b9a\u7fa9\u3055\u308c\u305f\u30a2\u30a4\u30c9\u30eb\u73fe\u91d1\u6bd4\u7387\u3092\u4e0a\u56de\u3063\u305f\u308a\u3059\u308b\u3068\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30a2\u30e9\u30fc\u30c8\u3092\u767a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30a2\u30e9\u30fc\u30c8\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u5c0f\u3055\u306a\u554f\u984c\u304c\u91cd\u5927\u306a\u554f\u984c\u306b\u306a\u308b\u524d\u306b\u5bfe\u7b56\u3092\u8b1b\u3058\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u5e33\u7c3f\u5168\u4f53\u306b\u308f\u305f\u3063\u3066\u3088\u308a\u826f\u3044\u9867\u5ba2\u7ba1\u7406\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-4-portfolio-and-product-decisions-informed-by-crm-insights\">\u30b9\u30c6\u30c3\u30d74\uff1aCRM\u30a4\u30f3\u30b5\u30a4\u30c8\u306b\u3088\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u88fd\u54c1\u306e\u6c7a\u5b9a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u500b\u3005\u306e\u9867\u5ba2\u3068\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306b\u3068\u3069\u307e\u3089\u305a\u3001CRM\u30c7\u30fc\u30bf\u3092\u96c6\u8a08\u3059\u308b\u3053\u3068\u3067\u3001\u7372\u5f97\u30b3\u30b9\u30c8\u3001\u30b5\u30fc\u30d3\u30b7\u30f3\u30b0\u5f37\u5ea6\u3001\u89e3\u7d04\u3092\u8003\u616e\u3057\u305f\u4e0a\u3067\u3001\u3069\u306e\u5546\u54c1\u3084\u30de\u30f3\u30c7\u30fc\u30c8\u304c\u771f\u306b\u53ce\u76ca\u6027\u304c\u9ad8\u3044\u304b\u304c\u660e\u3089\u304b\u306b\u306a\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u5206\u6790\u306b\u3088\u308a\u3001\u5358\u306b\u624b\u6570\u6599\u7387\u306e\u307f\u306b\u57fa\u3065\u304f\u76f4\u611f\u3068\u76f8\u53cd\u3059\u308b\u9a5a\u304f\u3079\u304d\u7d50\u679c\u304c\u5c0e\u304d\u51fa\u3055\u308c\u308b\u3053\u3068\u3082\u591a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u306f\u3001CRM \u5185\u3067\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30bf\u30a4\u30d7\u3001\u30de\u30f3\u30c7\u30fc\u30c8\u30fb\u30bf\u30a4\u30d7\u3001\u30ea\u30b9\u30af\u30fb\u30af\u30e9\u30b9\u3054\u3068\u306b\u9867\u5ba2\u3092\u30b0\u30eb\u30fc\u30d7\u5316\u3057\u3001\u305d\u308c\u3089\u306e\u30b0\u30eb\u30fc\u30d7\u9593\u3067\u5b9f\u73fe\u30de\u30fc\u30b8\u30f3\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u7d99\u7d9a\u7387\u3092\u6bd4\u8f03\u3059\u308b\u3002\u4e88\u6e2c\u5206\u6790\u3067\u306f\u3001\u3053\u306e\u5206\u6790\u3092\u62e1\u5f35\u3057\u3001\u9867\u5ba2\u306e\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u306b\u57fa\u3065\u3044\u3066\u5c06\u6765\u306e\u53ce\u76ca\u6027\u3092\u4e88\u6e2c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u306e\u4e8b\u4f8b\u304c\u305d\u306e\u4fa1\u5024\u3092\u793a\u3057\u3066\u3044\u308b\u3002\u3042\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u4f4e\u624b\u6570\u6599\u306e\u4e00\u4efb\u30de\u30f3\u30c7\u30fc\u30c8\u3068\u9ad8\u624b\u6570\u6599\u306e\u57f7\u884c\u5c02\u7528\u30b5\u30fc\u30d3\u30b9\u3068\u3044\u3046\u3001\u4eba\u6c17\u306e\u3042\u308b2\u3064\u306e\u5546\u54c1\u3092\u6bd4\u8f03\u3057\u305f\u3002\u6700\u521d\u306e\u5206\u6790\u3067\u306f\u3001\u7c97\u5229\u76ca\u7387\u304b\u3089\u898b\u3066\u57f7\u884c\u306e\u307f\u306e\u5546\u54c1\u304c\u6709\u5229\u3067\u3042\u3063\u305f\u3002\u3057\u304b\u3057\u3001\u53d6\u5f15\u30b5\u30dd\u30fc\u30c8\u3001\u5831\u544a\u8981\u6c42\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u6642\u9593\u306a\u3069\u3001\u30b5\u30fc\u30d3\u30b9\u30fb\u30b3\u30b9\u30c8\u3092\u5b8c\u5168\u306b\u914d\u5206\u3059\u308b\u3068\u3001\u4e00\u4efb\u578b\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u65b9\u304c\u30cd\u30c3\u30c8\u30fb\u30de\u30fc\u30b8\u30f3\u304c\u5927\u5e45\u306b\u9ad8\u304f\u306a\u3063\u305f\u3002\u3055\u3089\u306b\u3001\u4e00\u4efb\u9867\u5ba2\u306e\u7d99\u7d9a\u7387\u306f\u5e73\u574792%\u3067\u3042\u3063\u305f\u306e\u306b\u5bfe\u3057\u3001\u57f7\u884c\u306e\u307f\u306e\u9867\u5ba2\u306f78%\u3067\u3042\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u6d1e\u5bdf\u306b\u3088\u308a\u3001\u540c\u793e\u306f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u3001\u57f7\u884c\u306e\u307f\u306e\u5546\u54c1\u304b\u3089\u3001\u30ea\u30b9\u30af\u8abf\u6574\u5f8c\u306e\u7d4c\u6e08\u6027\u304c\u3088\u308a\u512a\u308c\u305f\u4e00\u4efb\u5951\u7d04\u306b\u30b7\u30d5\u30c8\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u305f\u3002\u9867\u5ba2\u7372\u5f97\u6d3b\u52d5\u306f\u3088\u308a\u6226\u7565\u7684\u306a\u3082\u306e\u3068\u306a\u308a\u3001\u3088\u308a\u9ad8\u3044\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u306e\u5546\u54c1\u3092\u63a1\u7528\u3059\u308b\u53ef\u80fd\u6027\u306e\u9ad8\u3044\u6f5c\u5728\u9867\u5ba2\u306b\u7126\u70b9\u3092\u5f53\u3066\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ce\u76ca\u6027\u3060\u3051\u3067\u306a\u304f\u3001CRM\u306b\u30ea\u30f3\u30af\u3055\u308c\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\u306f\u3001\u5546\u54c1\u306e\u30ea\u30b9\u30af\u96c6\u4e2d\u306e\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u8ca1\u52d9\u304a\u3088\u3073\u30ea\u30b9\u30af\u30c1\u30fc\u30e0\u306f\u3001\u30bb\u30af\u30bf\u30fc\u5225\u3001\u901a\u8ca8\u5225\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3092\u8ffd\u8de1\u3067\u304d\u307e\u3059\u3001, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5950\">ESG<\/a> \u30b9\u30b3\u30a2\u3001\u307e\u305f\u306f\u9867\u5ba2\u30d9\u30fc\u30b9\u5168\u4f53\u306b\u308f\u305f\u308b\u4ed6\u306e\u30c7\u30a3\u30e1\u30f3\u30b7\u30e7\u30f3\u3002\u96c6\u4e2d\u5ea6\u304c\u5185\u90e8\u9650\u5ea6\u3092\u8d85\u3048\u308b\u3068\u3001\u898f\u5236\u3084\u5185\u90e8\u30dd\u30ea\u30b7\u30fc\u9055\u53cd\u304c\u767a\u751f\u3059\u308b\u524d\u306b\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u304c\u30ec\u30d3\u30e5\u30fc\u3068\u30a2\u30e9\u30fc\u30c8\u3092\u30c8\u30ea\u30ac\u30fc\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-5-forecasting-revenue-liquidity-and-capital-with-crm-data\">\u30b9\u30c6\u30c3\u30d75\uff1aCRM\u30c7\u30fc\u30bf\u306b\u3088\u308b\u53ce\u76ca\u3001\u6d41\u52d5\u6027\u3001\u8cc7\u672c\u306e\u4e88\u6e2c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30c7\u30fc\u30bf\u306f\u3001\u8ca1\u52d9\u30ea\u30fc\u30c0\u30fc\u304c\u4f1a\u8a08\u6570\u5024\u3060\u3051\u3088\u308a\u3082\u65e9\u304f\u53ce\u76ca\u3068\u6d41\u52d5\u6027\u3092\u4e88\u6e2c\u3059\u308b\u305f\u3081\u306e\u5148\u884c\u6307\u6a19\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002\u8ca1\u52d9\u5831\u544a\u306f\u4f55\u304c\u8d77\u3053\u3063\u305f\u304b\u3092\u4f1d\u3048\u308b\u304c\u3001CRM\u30c7\u30fc\u30bf\u306f\u4f55\u304c\u8d77\u3053\u308a\u305d\u3046\u304b\u3092\u4f1d\u3048\u3001\u4f01\u696d\u306f\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u8a08\u753b\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306b\u8a18\u9332\u3055\u308c\u305f\u30aa\u30dd\u30c1\u30e5\u30cb\u30c6\u30a3\u30fb\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3001\u5951\u7d04\u66f4\u65b0\u3001\u4e88\u60f3\u3055\u308c\u308b\u6d41\u5165\u30fb\u6d41\u51fa\u306f\u3001\u4eca\u5f8c6\u30f6\u6708\u304b\u308912\u30f6\u6708\u306e\u6708\u6b21\u53ce\u76ca\u4e88\u6e2c\u306b\u53cd\u6620\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3092\u5f8c\u308d\u5411\u304d\u306e\u5206\u6790\u304b\u3089\u524d\u5411\u304d\u306e\u6226\u7565\u3078\u3068\u5909\u3048\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e74\u306e\u30b9\u30a4\u30b9\u306e\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u304c\u3001InvestGlass\u3092\u4f7f\u3063\u3066\u30b7\u30ca\u30ea\u30aa\u3092\u30e2\u30c7\u30eb\u5316\u3057\u305f\u5834\u5408\u3092\u8003\u3048\u3066\u307f\u3088\u3046\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7570\u306a\u308b\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u30fb\u30b9\u30c6\u30fc\u30b8\u306b\u304a\u3051\u308b\u898b\u8fbc\u307f\u5ba2\u306e\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387<\/li>\n\n\n\n<li>\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u65b0\u898f\u5951\u7d04\u306e\u5e73\u5747\u30c1\u30b1\u30c3\u30c8\u30b5\u30a4\u30ba<\/li>\n\n\n\n<li>\u904e\u53bb\u306e\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u304f\u5b63\u7bc0\u3054\u3068\u306e\u511f\u9084\u30d1\u30bf\u30fc\u30f3<\/li>\n\n\n\n<li>\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30b9\u30b3\u30a2\u306b\u57fa\u3065\u304f\u30de\u30f3\u30c7\u30fc\u30c8\u66f4\u65b0\u78ba\u7387<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30d1\u30e9\u30e1\u30fc\u30bf\u30fc\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u3067\u3001\u8ca1\u52d9\u30c1\u30fc\u30e0\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u306b\u6587\u66f8\u5316\u3055\u308c\u305f\u660e\u78ba\u306a\u524d\u63d0\u6761\u4ef6\u3068\u3068\u3082\u306b\u3001\u697d\u89b3\u7684\u3001\u57fa\u672c\u7684\u3001\u60b2\u89b3\u7684\u306a\u53ce\u76ca\u4e88\u6e2c\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u76f4\u611f\u7684\u306a\u611f\u899a\u306b\u4ee3\u308f\u3063\u3066\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u30c6\u30b9\u30c8\u3057\u3001\u6539\u826f\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u69cb\u9020\u5316\u3055\u308c\u305f\u5206\u6790\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ca1\u52d9\u30c1\u30fc\u30e0\u3068ALM\u30c1\u30fc\u30e0\u306f\u540c\u69d8\u306e\u4e88\u6e2c\u6a5f\u80fd\u304b\u3089\u5229\u76ca\u3092\u5f97\u3066\u3044\u308b\u3002\u7279\u306b\u3001\u8cc7\u91d1\u6d41\u5165\u3068\u6d41\u51fa\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u304c\u8cc7\u672c\u52b9\u7387\u306b\u5927\u304d\u304f\u5f71\u97ff\u3059\u308b\u5b9a\u671f\u9810\u91d1\u3084\u4ed5\u7d44\u50b5\u306b\u3064\u3044\u3066\u306f\u3001CRM\u304b\u3089\u5f97\u3089\u308c\u308b\u4e88\u60f3\u9867\u5ba2\u30d5\u30ed\u30fc\u306b\u3088\u3063\u3066\u3001\u6d41\u52d5\u6027\u30d0\u30c3\u30d5\u30a1\u3084\u8cc7\u91d1\u8abf\u9054\u8a08\u753b\u304c\u6539\u5584\u3055\u308c\u308b\u3002CRM\u30d9\u30fc\u30b9\u306e\u4e88\u6e2c\u306b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u305f\u3081\u3001\u30c8\u30ec\u30b8\u30e3\u30ea\u30fc\u306f\u9867\u5ba2\u306e\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u306e\u5909\u5316\u306b\u5fdc\u3058\u3066\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA\u306e\u76e3\u7763\u4e0b\u306b\u3042\u308b\u91d1\u878d\u6a5f\u95a2\u306e\u898f\u5236\u5f53\u5c40\u3084\u5185\u90e8\u30ea\u30b9\u30af\u59d4\u54e1\u4f1a\u306f\u3001\u8ca1\u52d9\u4e88\u6e2c\u306e\u524d\u63d0\u6761\u4ef6\u304c\u6587\u66f8\u5316\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002CRM\u30d9\u30fc\u30b9\u306e\u4e88\u6e2c\u306f\u3001\u4e88\u6e2c\u3092\u4f5c\u6210\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3055\u308c\u305f\u9867\u5ba2\u60c5\u5831\u3068\u5c65\u6b74\u30c7\u30fc\u30bf\u306e\u660e\u78ba\u306a\u8a3c\u62e0\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u8981\u4ef6\u3092\u6e80\u305f\u3059\u76e3\u67fb\u8a3c\u8de1\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-6-risk-management-and-compliance-decisions-based-on-crm-data\">\u30b9\u30c6\u30c3\u30d76\uff1aCRM\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u304f\u30ea\u30b9\u30af\u7ba1\u7406\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u6c7a\u5b9a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306f\u307e\u305f\u3001\u5358\u306a\u308b\u55b6\u696d\u30c4\u30fc\u30eb\u3067\u306f\u306a\u304f\u3001\u30ea\u30b9\u30af\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u308f\u308b\u91cd\u8981\u306a\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u3067\u3082\u3042\u308b\u3002\u7279\u306b\u6b27\u5dde\u3084\u30b9\u30a4\u30b9\u306e\u898f\u5236\u306e\u4e0b\u3067\u306f\u3001\u4f01\u696d\u306f\u9867\u5ba2\u3092\u7406\u89e3\u3057\u3001\u9069\u5207\u306a\u7ba1\u7406\u3092\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u8a3c\u660e\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u4fdd\u5b58\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u9069\u5408\u6027\u306e\u8a18\u9332\u306f\u3001\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306b\u308f\u305f\u3063\u3066\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u4f8b\u3068\u3057\u3066\u4ee5\u4e0b\u304c\u6319\u3052\u3089\u308c\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9ad8\u30ea\u30b9\u30af\u56fd\u30fb\u5730\u57df\u306b\u5bfe\u3059\u308b\u53d6\u5f15\u5236\u9650\u306e\u5f37\u5316<\/li>\n\n\n\n<li>\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u3066\u3044\u308b\u4eba\u7269\u306b\u5bfe\u3059\u308b\u76e3\u8996\u306e\u5f37\u5316<\/li>\n\n\n\n<li>\u8907\u96d1\u306a\u53d7\u76ca\u6a29\u6240\u6709\u69cb\u9020\u3092\u6301\u3064\u9867\u5ba2\u5411\u3051\u306e\u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb\u306e\u8abf\u6574<\/li>\n\n\n\n<li>\u6063\u610f\u7684\u306a\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3067\u306f\u306a\u304f\u3001\u30ea\u30b9\u30af\u5206\u985e\u306b\u57fa\u3065\u304f\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u306b\u304a\u3051\u308b\u76e3\u8996\u30d1\u30bf\u30fc\u30f3\u304b\u3089\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u554f\u984c\u304c\u767a\u751f\u3059\u308b\u524d\u306b\u3001\u4e00\u8cab\u3057\u3066\u7279\u5b9a\u306e\u884c\u52d5\u304c\u898b\u3089\u308c\u308b\u3053\u3068\u304c\u5224\u660e\u3057\u305f\u3002\u3053\u308c\u306b\u306f\u3001\u7570\u5e38\u306b\u983b\u7e41\u306a\u4f4f\u6240\u5909\u66f4\u3001\u8a18\u8f09\u3055\u308c\u305f\u5bcc\u306e\u51fa\u6240\u3068\u4e00\u81f4\u3057\u306a\u3044\u591a\u984d\u306e\u73fe\u91d1\u53d6\u5f15\u3001\u4e88\u671f\u305b\u306c\u56fd\u5883\u3092\u8d8a\u3048\u305f\u6d3b\u52d5\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002CRM\u5206\u6790\u306b\u3088\u3063\u3066\u3053\u308c\u3089\u306e\u30d1\u30bf\u30fc\u30f3\u304c\u691c\u51fa\u3055\u308c\u308b\u3068\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u6f5c\u5728\u7684\u306a\u554f\u984c\u304c\u30a8\u30b9\u30ab\u30ec\u30fc\u30c8\u3059\u308b\u524d\u306b\u30ec\u30d3\u30e5\u30fc\u3092\u958b\u59cb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30d9\u30fc\u30b9\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u304c\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u3092\u540c\u4e00\u306b\u6271\u3046\u306e\u3067\u306f\u306a\u304f\u3001\u5b9f\u969b\u306e\u30ea\u30b9\u30af\u306b\u5fdc\u3058\u3066\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3084\u30ec\u30d3\u30e5\u30fc\u306e\u30ea\u30bd\u30fc\u30b9\u3092\u5272\u308a\u5f53\u3066\u3089\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u696d\u52d9\u52b9\u7387\u304c\u6539\u5584\u3055\u308c\u308b\u3068\u3068\u3082\u306b\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u53d6\u5f15\u95a2\u4fc2\u306b\u306f\u9069\u5207\u306a\u6ce8\u610f\u304c\u6255\u308f\u308c\u308b\u3088\u3046\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u56fd\u5883\u5185\u3067\u898f\u5236\u3084\u9867\u5ba2\u8a18\u9332\u3092\u4fdd\u6301\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\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\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8\u304c\u5fc5\u8981\u306a\u7ba1\u8f44\u533a\u57df\u5185\u306b\u7559\u307e\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-7-applying-ai-and-automation-to-turn-crm-data-into-actions\">\u30b9\u30c6\u30c3\u30d77\uff1aAI\u3068\u81ea\u52d5\u5316\u3092\u9069\u7528\u3057\u3066CRM\u30c7\u30fc\u30bf\u3092\u30a2\u30af\u30b7\u30e7\u30f3\u306b\u5909\u3048\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30c7\u30fc\u30bf\u304c\u69cb\u9020\u5316\u3055\u308c\u3001\u63a5\u7d9a\u3055\u308c\u308b\u3068\u3001AI\u306f\u6b21\u5584\u306e\u884c\u52d5\u3092\u63a8\u5968\u3057\u3001\u7d50\u679c\u3092\u4e88\u6e2c\u3059\u308b\u3053\u3068\u306b\u3088\u3063\u3066\u610f\u601d\u6c7a\u5b9a\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u751f\u30c7\u30fc\u30bf\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30ea\u30b9\u30af\u62c5\u5f53\u8005\u304c\u5373\u5ea7\u306b\u884c\u52d5\u3067\u304d\u308b\u5b9f\u7528\u7684\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u5909\u308f\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306eAI\u6a5f\u80fd\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u30b7\u30b0\u30ca\u30eb\u3092\u5229\u7528\u3057\u3066\u3001\u30ea\u30fc\u30c9\u3084\u65e2\u5b58\u9867\u5ba2\u306e\u30a2\u30c3\u30d7\u30bb\u30eb\u6a5f\u4f1a\u3084\u7dad\u6301\u30ea\u30b9\u30af\u3092\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>E\u30e1\u30fc\u30eb\u306e\u958b\u5c01\u3001\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30ed\u30b0\u30a4\u30f3\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u983b\u5ea6\u3092\u901a\u3058\u3066\u6e2c\u5b9a\u3055\u308c\u308b\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30ec\u30d9\u30eb<\/li>\n\n\n\n<li>\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u304a\u3088\u3073\u9867\u5ba2\u306e\u671f\u5f85\u306b\u5bfe\u3059\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9<\/li>\n\n\n\n<li>\u30b5\u30fc\u30d3\u30b9\u30c1\u30b1\u30c3\u30c8\u306e\u983b\u5ea6\u3068\u89e3\u6c7a\u6e80\u8db3\u5ea6<\/li>\n\n\n\n<li>\u7d4c\u6e08\u7684\u30cb\u30fc\u30ba\u306e\u5909\u5316\u3092\u793a\u5506\u3059\u308b\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u6307\u6a19<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u306e\u4f8b\u3067\u306f\u3001\u3042\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30c1\u30fc\u30e0\u304c\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u76ee\u6a19\u914d\u5206\u304b\u3089\u5b9a\u3081\u3089\u308c\u305f\u95be\u5024\u4ee5\u4e0a\u4e56\u96e2\u3057\u3066\u3044\u308b\u9867\u5ba2\u3068\u306e\u56db\u534a\u671f\u3054\u3068\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u512a\u5148\u9806\u4f4d\u3092\u6c7a\u3081\u308b\u305f\u3081\u306b\u3001AI\u306e\u63d0\u6848\u3092\u4f7f\u3063\u3066\u3044\u308b\u3002\u3053\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u624b\u4f5c\u696d\u3067\u78ba\u8a8d\u3057\u305f\u3067\u3042\u308d\u3046\u3001\u6ce8\u610f\u3092\u8981\u3059\u308b47\u306e\u95a2\u4fc2\u306b\u81ea\u52d5\u7684\u306b\u30d5\u30e9\u30b0\u304c\u7acb\u3066\u3089\u308c\u3001\u5927\u5e45\u306a\u9045\u5ef6\u304c\u767a\u751f\u3057\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u306f\u3001\u5b9a\u91cf\u7684\u306a\u95be\u5024\u306b\u57fa\u3065\u3044\u3066\u30bf\u30b9\u30af\u3001\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3001\u627f\u8a8d\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u6a5f\u80fd\u3092\u62e1\u5f35\u3059\u308b\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3\u304c\u8a31\u5bb9\u9650\u5ea6\u3092\u8d85\u3048\u308b\u3068\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u30ec\u30d3\u30e5\u30fc\u30fb\u30bf\u30b9\u30af\u3092\u4f5c\u6210\u3059\u308b\u3002\u30d5\u30a3\u30fc\u30fb\u30ab\u30d0\u30ec\u30c3\u30b8\u30fb\u30ec\u30b7\u30aa\u304c\u6700\u4f4e\u5024\u3092\u4e0b\u56de\u308b\u3068\u3001\u53e3\u5ea7\u7ba1\u7406\u8005\u306f\u30a2\u30e9\u30fc\u30c8\u3092\u53d7\u3051\u53d6\u308b\u3002\u3053\u3046\u3057\u305f\u81ea\u52d5\u5316\u3055\u308c\u305f\u5bfe\u5fdc\u306b\u3088\u308a\u3001\u7d44\u7e54\u5168\u4f53\u3067\u4e00\u8cab\u3057\u305f\u30d3\u30b8\u30cd\u30b9\u30fb\u30eb\u30fc\u30eb\u306e\u9069\u7528\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ca1\u52d9\u4e0a\u306e\u610f\u601d\u6c7a\u5b9a\u306bAI\u3092\u4f7f\u7528\u3059\u308b\u5834\u5408\u3001\u8aac\u660e\u53ef\u80fd\u6027\u304c\u91cd\u8981\u3068\u306a\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30ea\u30b9\u30af\u30aa\u30d5\u30a3\u30b5\u30fc\u306f\u3001\u8aac\u660e\u8cac\u4efb\u3068\u898f\u5236\u9075\u5b88\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u3001\u3069\u306e\u30c7\u30fc\u30bf\u30dd\u30a4\u30f3\u30c8\u304c\u7279\u5b9a\u306e\u63a8\u5968\u3092\u63a8\u9032\u3057\u305f\u304b\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002InvestGlass\u306f\u3001AI\u306e\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u8981\u7d20\u306b\u900f\u660e\u6027\u3092\u63d0\u4f9b\u3057\u3001\u5fc5\u8981\u306a\u5834\u5408\u306b\u63a8\u5968\u3092\u8aac\u660e\u3057\u6b63\u5f53\u5316\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-a-crm-data-strategy-for-better-financial-decisions\">\u3088\u308a\u826f\u3044\u8ca1\u52d9\u5224\u65ad\u306e\u305f\u3081\u306eCRM\u30c7\u30fc\u30bf\u6226\u7565\u306e\u5c0e\u5165<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u30012024\u5e74\u306b\u958b\u59cb\u3057\u30016\uff5e12\u30f6\u6708\u4ee5\u5185\u306b\u610f\u601d\u6c7a\u5b9a\u3078\u306e\u6e2c\u5b9a\u53ef\u80fd\u306a\u5f71\u97ff\u3092\u78ba\u8a8d\u3057\u305f\u3044\u4f01\u696d\u306e\u305f\u3081\u306e\u5b9f\u8df5\u7684\u306a\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u8907\u96d1\u3055\u3092\u7ba1\u7406\u3057\u3001\u5404\u6bb5\u968e\u3067\u4fa1\u5024\u3092\u5b9f\u8a3c\u3059\u308b\u305f\u3081\u306b\u3001\u610f\u56f3\u7684\u306b\u6bb5\u968e\u7684\u306b\u884c\u308f\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d5\u30a7\u30fc\u30ba1\uff1a\u30c7\u30a3\u30b9\u30ab\u30d0\u30ea\u30fc\u3068\u30c7\u30fc\u30bf\u76e3\u67fb\uff081\uff5e4\u9031\u76ee\uff09<\/strong> CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u8ca1\u52d9\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306e\u73fe\u5728\u306e\u30c7\u30fc\u30bf\u54c1\u8cea\u3092\u8a55\u4fa1\u3059\u308b\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u30ae\u30e3\u30c3\u30d7\u3001\u4e00\u8cab\u6027\u306e\u306a\u3044\u30d5\u30a3\u30fc\u30eb\u30c9\u5b9a\u7fa9\u3001\u7d71\u5408\u8981\u4ef6\u3092\u7279\u5b9a\u3059\u308b\u3002\u3088\u308a\u826f\u3044\u30c7\u30fc\u30bf\u304c\u3082\u305f\u3089\u3059\u3067\u3042\u308d\u3046\u73fe\u5728\u306e\u610f\u601d\u6c7a\u5b9a\u30d7\u30ed\u30bb\u30b9\u3092\u6587\u66f8\u5316\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c2\u6bb5\u968e\uff1a\u4e3b\u8981\u30b7\u30b9\u30c6\u30e0\u306e\u7d71\u5408\uff08\u7b2c5\u9031\uff5e\u7b2c12\u9031\uff09<\/strong> CRM\u3092\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u4f1a\u8a08\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u63a5\u7d9a\u3059\u308b\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3068\u691c\u8a3c\u30eb\u30fc\u30c1\u30f3\u3092\u78ba\u7acb\u3059\u308b\u3002\u53ef\u80fd\u306a\u9650\u308a\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u3092\u6392\u9664\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c3\u6bb5\u968e\uff1a\u610f\u601d\u6c7a\u5b9a\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306e\u5c55\u958b\uff08\u7b2c13\u9031\uff5e\u7b2c20\u9031\uff09<\/strong> \u9867\u5ba2\u53ce\u76ca\u6027\u3001\u88fd\u54c1\u30de\u30fc\u30b8\u30f3\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u4e88\u6e2c\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306e\u5c0e\u5165\u3002\u8ca1\u52d9\u30c1\u30fc\u30e0\u3068\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u30c1\u30fc\u30e0\u306b\u5bfe\u3057\u3001\u305d\u306e\u89e3\u91c8\u3068\u4f7f\u7528\u65b9\u6cd5\u3092\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3059\u308b\u3002\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u30d9\u30fc\u30b9\u306e\u5206\u6790\u3092CRM\u30d9\u30fc\u30b9\u306e\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u7f6e\u304d\u63db\u3048\u59cb\u3081\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d5\u30a7\u30fc\u30ba4\uff1aAI\u3068\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u5165\u9580\uff08\u7b2c21\u9031\uff5e\u7b2c30\u9031\uff09<\/strong> \u9867\u5ba2\u7dad\u6301\u30ea\u30b9\u30af\u3068\u30a2\u30c3\u30d7\u30bb\u30eb\u6a5f\u4f1a\u306e\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u30e2\u30c7\u30eb\u306e\u5c0e\u5165\u30d3\u30b8\u30cd\u30b9\u30eb\u30fc\u30eb\u306b\u57fa\u3065\u304f\u81ea\u52d5\u30a2\u30e9\u30fc\u30c8\u3068\u30bf\u30b9\u30af\u7ba1\u7406\u3092\u5c0e\u5165\u3059\u308b\u3002\u521d\u671f\u7d50\u679c\u306b\u57fa\u3065\u3044\u3066\u30e2\u30c7\u30eb\u3092\u6539\u826f.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u306f\u3001\u6e2c\u5b9a\u53ef\u80fd\u306a\u76ee\u6a19\u30923\uff5e5\u500b\u8a2d\u5b9a\u3057\u3001\u9032\u6357\u72b6\u6cc1\u3092\u8ffd\u8de1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u53ce\u76ca\u4e88\u6e2c\u306e\u7cbe\u5ea6\u30926\u30f6\u6708\u4ee5\u5185\u306b15%\u5411\u4e0a\u3055\u305b\u308b<\/li>\n\n\n\n<li>\u624b\u4f5c\u696d\u306b\u3088\u308b\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e\u7167\u5408\u3092\u670820\u6642\u9593\u524a\u6e1b<\/li>\n\n\n\n<li>60%\u304b\u308995%\u306b\u5897\u52a0\u3057\u305f\u9867\u5ba2\u53ce\u76ca\u6027\u306e\u53ef\u8996\u5316<\/li>\n\n\n\n<li>\u898f\u5236\u5831\u544a\u66f8\u306e\u4f5c\u6210\u6642\u9593\u309230%\u77ed\u7e2e<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306f\u901a\u5e38\u3001\u6b21\u306e\u3053\u3068\u304b\u3089\u59cb\u307e\u308b\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5948\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u3068KYC\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u306e\u8cea\u3068\u4e00\u8cab\u6027\u304c\u5373\u5ea7\u306b\u6539\u5584\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u57fa\u76e4\u304b\u3089\u3001\u4f01\u696d\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u30ea\u30b9\u30af\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3078\u3068\u62e1\u5927\u3057\u3066\u3044\u304f\u3002\u3053\u306e\u4e00\u9023\u306e\u6d41\u308c\u306b\u3088\u308a\u3001\u5404\u6bb5\u968e\u304c\u524d\u6bb5\u968e\u306e\u691c\u8a3c\u6e08\u307f\u30c7\u30fc\u30bf\u306e\u4e0a\u306b\u69cb\u7bc9\u3055\u308c\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u4ee5\u964d\u3092\u898b\u636e\u3048\u305f\u5834\u5408\u3001\u9867\u5ba2\u304b\u3089\u306e\u671f\u5f85\u3084\u898f\u5236\u8981\u4ef6\u306f\u307e\u3059\u307e\u3059\u9ad8\u307e\u308b\u3053\u3068\u3092\u8a8d\u8b58\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u4eca\u65e5\u69cb\u7bc9\u3055\u308c\u305f\u5f37\u56fa\u306aCRM\u57fa\u76e4\u306f\u3001\u65b0\u305f\u306a\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u306e\u5c0e\u5165\u3001\u9ad8\u5ea6\u306a\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u306e\u63a1\u7528\u3001\u65b0\u305f\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3078\u306e\u5bfe\u5fdc\u306a\u3069\u3001\u8fc5\u901f\u306a\u9069\u5fdc\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-use-investglass-for-crm-driven-financial-decisions\">\u306a\u305cInvestGlass\u3067CRM\u4e3b\u5c0e\u306e\u8ca1\u52d9\u5224\u65ad\u3092\u884c\u3046\u306e\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u91d1\u878d\u7528\u306b\u9069\u5fdc\u3055\u308c\u305f\u4e00\u822c\u7684\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u9280\u884c\u3001\u8cc7\u7523\u7ba1\u7406\u3001\u4fdd\u967a\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u305f\u3081\u306b\u4e00\u304b\u3089\u8a2d\u8a08\u3055\u308c\u307e\u3057\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3088\u308a\u826f\u3044\u8ca1\u52d9\u5224\u65ad\u306e\u305f\u3081\u306e\u5177\u4f53\u7684\u306a\u5f37\u307f\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7d71\u5408\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC<\/strong>:\u6587\u66f8\u7ba1\u7406\u3068\u9069\u6027\u8a55\u4fa1\u3092\u7d44\u307f\u8fbc\u3093\u3060\u3001\u521d\u65e5\u304b\u3089\u306e\u5b8c\u5168\u306a\u9867\u5ba2\u30d5\u30a1\u30a4\u30eb<\/li>\n\n\n\n<li><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5831\u544a<\/strong>:CRM\u306e\u9867\u5ba2\u30ec\u30b3\u30fc\u30c9\u306b\u63a5\u7d9a\u3055\u308c\u305f\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\u306b\u3088\u308a\u3001\u771f\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30ec\u30d9\u30eb\u306e\u53ce\u76ca\u6027\u5206\u6790\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/strong>:\u4eba\u53e3\u7d71\u8a08\u3060\u3051\u3067\u306a\u304f\u3001\u8ca1\u52d9\u7684\u7279\u5fb4\u306b\u57fa\u3065\u3044\u3066\u9867\u5ba2\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u3068\u3059\u308b\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u7ba1\u7406<\/li>\n\n\n\n<li><strong>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316<\/strong>:\u8ca1\u52d9\u3057\u304d\u3044\u5024\u3084\u30ea\u30b9\u30af\u6307\u6a19\u306b\u57fa\u3065\u3044\u3066\u30bf\u30b9\u30af\u3001\u30a2\u30e9\u30fc\u30c8\u3001\u627f\u8a8d\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u30d3\u30b8\u30cd\u30b9\u30eb\u30fc\u30eb<\/li>\n\n\n\n<li><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/strong>:\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u306a\u304c\u3089\u7ba1\u7406\u8ca0\u62c5\u3092\u8efd\u6e1b\u3059\u308b\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30a2\u30af\u30bb\u30b9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u3001\u307e\u305f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u306e\u5c55\u958b\u3082\u53ef\u80fd\u3067\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3001GDPR\u3001\u9280\u884c\u3084\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u5185\u90e8\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u30dd\u30ea\u30b7\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306eCRM\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u63a1\u7528\u3092\u59a8\u3052\u308b\u61f8\u5ff5\u306b\u5bfe\u51e6\u3059\u308b\u3082\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">Salesforce Financial Services Cloud\u3001HubSpot\u3001Microsoft Dynamics 365\u306e\u3088\u3046\u306a\u7af6\u5408\u4ed6\u793e\u304cCRM\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308b\u4e00\u65b9\u3067\u3001InvestGlass\u306f\u898f\u5236\u6a5f\u95a2\u304c\u5fc5\u8981\u3068\u3059\u308b\u30b9\u30a4\u30b9\u306e\u4e3b\u6a29\u3068\u76ee\u7684\u306b\u5408\u308f\u305b\u3066\u69cb\u7bc9\u3055\u308c\u305f\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308b\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u91d1\u878d\u696d\u754c\u3067\u6c42\u3081\u3089\u308c\u308b\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u57fa\u6e96\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e2\u5b58\u306e\u8ca1\u52d9\u30c7\u30fc\u30bf\u3084CRM\u30c7\u30fc\u30bf\u3092\u3069\u306e\u3088\u3046\u306b\u610f\u601d\u6c7a\u5b9a\u30b0\u30ec\u30fc\u30c9\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u7d71\u5408\u3067\u304d\u308b\u304b\u3092\u304a\u77e5\u308a\u306b\u306a\u308a\u305f\u3044\u5834\u5408\u3001InvestGlass\u306f\u7279\u5b9a\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3084\u30c7\u30fc\u30bf\u74b0\u5883\u306b\u5408\u308f\u305b\u305f\u30c7\u30e2\u30f3\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-a-financial-institution-start-using-crm-data-for-better-decisions\">\u91d1\u878d\u6a5f\u95a2\u304c\u3088\u308a\u826f\u3044\u610f\u601d\u6c7a\u5b9a\u306e\u305f\u3081\u306bCRM\u30c7\u30fc\u30bf\u306e\u6d3b\u7528\u3092\u958b\u59cb\u3059\u308b\u307e\u3067\u306e\u671f\u9593<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u307b\u3068\u3093\u3069\u306e\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u53ce\u76ca\u4e88\u6e2c\u3084\u9867\u5ba2\u53ce\u76ca\u6027\u5206\u6790\u306e\u3088\u3046\u306a\u7126\u70b9\u3092\u7d5e\u3063\u305f\u30d1\u30a4\u30ed\u30c3\u30c8\u304b\u3089\u59cb\u3081\u308c\u3070\u300160\u65e5\u304b\u308990\u65e5\u4ee5\u5185\u306b\u6700\u521d\u306e\u610f\u601d\u6c7a\u5b9a\u306e\u6539\u5584\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u306f\u901a\u5e38\u30012\u9031\u9593\u306e\u30c7\u30fc\u30bf\u30a2\u30bb\u30b9\u30e1\u30f3\u30c8\u30014\uff5e6\u9031\u9593\u306e\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408\u30b9\u30d7\u30ea\u30f3\u30c8\u3001\u8ca1\u52d9\u304a\u3088\u3073\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u30c1\u30fc\u30e0\u3078\u306e\u77ed\u671f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30d5\u30a7\u30fc\u30ba\u304c\u542b\u307e\u308c\u307e\u3059\u3002InvestGlass\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306f\u3001\u65e2\u5b58\u306e\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u696d\u52d9\u3092\u4e2d\u65ad\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u3053\u306e\u6bb5\u968e\u7684\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u5f93\u3046\u3053\u3068\u304c\u3067\u304d\u3001\u4f01\u696d\u306f\u7bc4\u56f2\u3092\u62e1\u5927\u3059\u308b\u524d\u306b\u4fa1\u5024\u3092\u5b9f\u8a3c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-financial-metrics-should-be-tracked-inside-the-crm\">CRM\u5185\u90e8\u3067\u3069\u306e\u3088\u3046\u306a\u8ca1\u52d9\u6307\u6a19\u3092\u8ffd\u8de1\u3059\u3079\u304d\u304b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u306a\u6307\u6a19\u306b\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30ec\u30d9\u30eb\u306e\u53ce\u76ca\u3001\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u30b5\u30fc\u30d3\u30b9\u30fb\u30b3\u30b9\u30c8\u3001\u904b\u7528\u8cc7\u7523\u3001\u7d14\u65b0\u898f\u8cc7\u91d1\u3001\u30d5\u30a3\u30fc\u30fb\u30ab\u30d0\u30ec\u30c3\u30b8\u30fb\u30ec\u30b7\u30aa\u3001\u30d7\u30ed\u30c0\u30af\u30c8\u30fb\u30ec\u30d9\u30eb\u306e\u30de\u30fc\u30b8\u30f3\u306a\u3069\u304c\u3042\u308b\u3002\u5404\u6307\u6a19\u306f\u3001\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u304c\u4e00\u8cab\u6027\u3092\u4fdd\u3061\u3001\u9577\u671f\u306b\u308f\u305f\u3063\u3066\u76e3\u67fb\u53ef\u80fd\u3067\u3042\u308b\u3088\u3046\u306b\u3001\u7279\u5b9a\u306eCRM\u30d5\u30a3\u30fc\u30eb\u30c9\u304a\u3088\u3073\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3055\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3054\u3068\u306e\u5229\u76ca\u306e\u3088\u3046\u306a\u8907\u5408\u7684\u306a\u6307\u6a19\u306f\u3001CRM\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30c7\u30fc\u30bf\u3068\u4f1a\u8a08\u30a4\u30f3\u30d7\u30c3\u30c8\u306e\u4e21\u65b9\u3092\u5fc5\u8981\u3068\u3057\u3001\u6709\u610f\u7fa9\u306a\u8ca1\u52d9\u5831\u544a\u306e\u305f\u3081\u306b\u30b7\u30b9\u30c6\u30e0\u7d71\u5408\u304c\u91cd\u8981\u3067\u3042\u308b\u7406\u7531\u3092\u793a\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-safe-to-store-sensitive-financial-data-in-a-crm-platform\">CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u8ca1\u52d9\u30c7\u30fc\u30bf\u3092\u4fdd\u5b58\u3057\u3066\u3082\u5b89\u5168\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u5b89\u5168\u6027\u306fCRM\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3001\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u5834\u6240\u3001\u30c7\u30fc\u30bf\u6697\u53f7\u5316\u3001\u30a2\u30af\u30bb\u30b9\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u306b\u4f9d\u5b58\u3057\u307e\u3059\u3002InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u3001\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u8a2d\u8a08\u3055\u308c\u305f\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u3084\u76e3\u67fb\u8a3c\u8de1\u3092\u5099\u3048\u3066\u3044\u307e\u3059\u3002InvestGlass\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001FINMA\u56de\u89a7\u3084GDPR\u306a\u3069\u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3068\u6574\u5408\u3057\u3066\u304a\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084\u30ea\u30b9\u30af\u62c5\u5f53\u8005\u306b\u6a5f\u5bc6\u30c7\u30fc\u30bf\u4fdd\u8b77\u306b\u95a2\u3057\u3066\u5fc5\u8981\u306a\u4fdd\u8a3c\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-do-smaller-advisory-firms-really-benefit-from-crm-driven-financial-decisions\">\u4e2d\u5c0f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30d5\u30a1\u30fc\u30e0\u306fCRM\u4e3b\u5c0e\u306e\u8ca1\u52d9\u6c7a\u5b9a\u304b\u3089\u672c\u5f53\u306b\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u72ec\u7acb\u3057\u305f\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3084\u5c0f\u898f\u6a21\u306e\u9867\u554f\u30d6\u30c6\u30a3\u30c3\u30af\u306f\u3001\u69cb\u9020\u5316\u3055\u308c\u305f CRM 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class=\"wp-block-heading\" id=\"h-how-does-crm-data-help-with-regulatory-reviews-and-audits\">CRM\u30c7\u30fc\u30bf\u306f\u898f\u5236\u5f53\u5c40\u306e\u5be9\u67fb\u3084\u76e3\u67fb\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u304b<\/h3>\n\n\n\n<p 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data becomes a financial decision engine when it is complete, clean, and connected to core banking, portfolio, and accounting systems, enabling firms to move beyond contact tracking into strategic intelligence. Financial institutions can use CRM insights to improve pricing, risk assessment, liquidity planning, and profitability analysis throughout 2024 and 2025 planning cycles. InvestGlass, as a Swiss sovereign CRM, lets firms combine client, portfolio, and onboarding data inside Switzerland for compliant decision making under Swiss data protection law and GDPR. Practical use cases include dynamic client segmentation, product profitability analysis, next best action recommendations, and real time forecasting that connects front office activity to balance sheet outcomes. This article provides [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":32677,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,918,380],"class_list":["post-49122","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-software","tag-swiss-digital-sovereignty"],"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 Use CRM Data for Better Financial Decisions | InvestGlass<\/title>\n<meta name=\"description\" content=\"CRM data becomes a financial decision engine when it is complete, clean, and\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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