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class=\"wp-block-paragraph\">\u540c\u3058\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4f55\u5ea6\u3082\u8981\u6c42\u3055\u308c\u305f\u308a\u3001\u5fc5\u8981\u66f8\u985e\u304c\u4e0d\u660e\u78ba\u3060\u3063\u305f\u308a\u3059\u308b\u3068\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3068\u30d6\u30e9\u30f3\u30c9\u8a8d\u77e5\u304c\u640d\u306a\u308f\u308c\u308b\u3002\u7570\u306a\u308b\u30c1\u30fc\u30e0\u304c\u7570\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u65b0\u898f\u9867\u5ba2\u304c\u30d1\u30b9\u30dd\u30fc\u30c8\u30923\u56de\u3082\u63d0\u51fa\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u5834\u5408\u3001\u3053\u306e\u4f1a\u793e\u306f\u81ea\u5206\u305f\u3061\u306e\u8cc7\u91d1\u3092\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3067\u304d\u308b\u306e\u304b\u3068\u7591\u554f\u3092\u62b1\u304f\u3088\u3046\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5408\u7406\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u306f\u660e\u78ba\u306aAML\u304a\u3088\u3073KYC\u76e3\u67fb\u8a3c\u8de1\u3092\u8a3c\u660e\u3057\u3001\u898f\u5236\u5f53\u5c40\u306e\u6307\u6458\u306e\u5f15\u304d\u91d1\u3068\u306a\u308b\u624b\u4f5c\u696d\u306b\u3088\u308b\u30df\u30b9\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3059\u3079\u3066\u3092\u5358\u4e00\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u53d6\u308a\u8fbc\u3080\u3053\u3068\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u3044\u3064\u3001\u8ab0\u304c\u3001\u4f55\u3092\u30c1\u30a7\u30c3\u30af\u3057\u305f\u304b\u3092\u6b63\u78ba\u306b\u8a3c\u660e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5bfe\u8c61\u306e\u6b27\u5dde\u304a\u3088\u3073\u30b9\u30a4\u30b9\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306b\u652f\u3048\u3089\u308c\u305f\u7c21\u7d20\u5316\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u671f\u5f85\u3068\u898f\u5236\u306e\u76e3\u8996\u306e\u4e21\u65b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002InvestGlass\u306f\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u3053\u306e\u57fa\u76e4\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-build-trust-from-the-very-first-interaction\">\u6700\u521d\u306e\u4ea4\u6d41\u304b\u3089\u4fe1\u983c\u3092\u7bc9\u304f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u521d\u65e5\u304b\u3089\u30d7\u30ed\u30bb\u30b9\u304c\u900f\u660e\u3067\u3001\u4e88\u6e2c\u53ef\u80fd\u3067\u3001\u5b89\u5168\u3067\u3042\u308b\u3068\u9867\u5ba2\u304c\u611f\u3058\u308b\u3053\u3068\u3067\u3001\u4fe1\u983c\u304c\u751f\u307e\u308c\u308b\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u6df7\u6c8c\u3068\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u305d\u306e\u4f1a\u793e\u306f\u6295\u8cc7\u904b\u7528\u306b\u304a\u3044\u3066\u3082\u540c\u69d8\u306b\u6df7\u6c8c\u3068\u3057\u3066\u3044\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u3001\u6700\u521d\u304b\u3089\u65e5\u4ed8\u5165\u308a\u3067\u6b63\u78ba\u306b\u9001\u308b\u3002\u4f8b\u3048\u3070\u3001\u7b2c1\u9031\u306f\u30c7\u30a3\u30b9\u30ab\u30d0\u30ea\u30fc\u3068\u30c7\u30fc\u30bf\u53ce\u96c6\u3001\u7b2c2\u9031\u306f\u53e3\u5ea7\u958b\u8a2d\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af\u3001\u7b2c3\u9031\u306f\u6700\u521d\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30d3\u30e5\u30fc\u3068\u3044\u3063\u305f\u5177\u5408\u3060\u3002\u3053\u306e\u3088\u3046\u306b\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306e\u4e0d\u5b89\u3092\u8efd\u6e1b\u3057\u3001\u660e\u78ba\u306a\u671f\u5f85\u3092\u62b1\u304b\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9f\u7528\u7684\u306a\u8a73\u7d30\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u5404\u30b9\u30c6\u30c3\u30d7\u304c\u5b8c\u4e86\u3057\u305f\u3089\u3001\u3059\u3050\u306b\u78ba\u8a8d\u30e1\u30fc\u30eb\u3092\u9001\u308b\u3002\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u660e\u78ba\u306b\u8a18\u8f09\u3057\u3001\u6b21\u306b\u3044\u3064\u4f55\u304c\u8d77\u3053\u308b\u304b\u3092\u6b63\u78ba\u306b\u4f1d\u3048\u308b\u3002\u90e8\u7f72\u9593\u3067\u96fb\u8a71\u3092\u8ee2\u9001\u3059\u308b\u3053\u3068\u306a\u304f\u8cea\u554f\u306b\u7b54\u3048\u3089\u308c\u308b\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u5c02\u9580\u306e\u62c5\u5f53\u8005\u3092\u4efb\u547d\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u6700\u65b0\u306eCRM\u306f\u30d5\u30a9\u30fc\u30e0\u3084\u66f8\u985e\u304c\u9001\u4fe1\u3055\u308c\u308b\u3068\u3059\u3050\u306b\u81ea\u52d5\u7684\u3067\u3042\u308a\u306a\u304c\u3089\u500b\u4eba\u7684\u306a\u78ba\u8a8d\u3092\u9001\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u306f\u5c0f\u3055\u304f\u898b\u3048\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u7a4d\u307f\u91cd\u306a\u308b\u3053\u3068\u3067\u4e00\u8cab\u3057\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30ea\u30ba\u30e0\u3092\u611f\u3058\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reduce-time-to-funded-account\">\u53e3\u5ea7\u958b\u8a2d\u307e\u3067\u306e\u6642\u9593\u3092\u77ed\u7e2e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c21\u7d20\u5316\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u30de\u30f3\u30c7\u30fc\u30c8\u306b\u7f72\u540d\u3057\u3066\u304b\u3089\u53e3\u5ea7\u306b\u5165\u91d1\u3055\u308c\u308b\u307e\u3067\u306e\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u3002\u6a19\u6e96\u7684\u306a\u8cc7\u7523\u7ba1\u7406\u9867\u5ba2\u306b\u3064\u3044\u3066\u306f\u30015\u55b6\u696d\u65e5\u304c\u59a5\u5f53\u306a\u76ee\u6a19\u3067\u3042\u308b\u3002\u8907\u6570\u306e\u53d7\u76ca\u8005\u3084\u56fd\u5883\u3092\u8d8a\u3048\u305f\u69cb\u9020\u3092\u542b\u3080\u3088\u308a\u8907\u96d1\u306a\u30b1\u30fc\u30b9\u3067\u306f\u300110\u65e5\u3067\u9054\u6210\u3067\u304d\u308b\u306f\u305a\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u306b\u3088\u308a\u3001\u30a6\u30a7\u30c3\u30c8\u30a4\u30f3\u30af\u3084\u5b85\u914d\u4fbf\u304c\u4e0d\u8981\u306b\u306a\u308a\u307e\u3059\u3002\u5165\u529b\u6e08\u307f\u306e\u30d5\u30a9\u30fc\u30e0\u306f\u3001CRM\u306e\u8a18\u9332\u304b\u3089\u65e2\u5b58\u306e\u9867\u5ba2\u60c5\u5831\u3092\u5f15\u304d\u51fa\u3059\u305f\u3081\u3001\u9867\u5ba2\u306f\u518d\u5165\u529b\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u3001\u78ba\u8a8d\u3059\u308b\u3060\u3051\u3067\u6e08\u307f\u307e\u3059\u3002\u81ea\u52d5\u30c7\u30fc\u30bf\u30fb\u30c1\u30a7\u30c3\u30af\u306b\u3088\u308a\u3001\u30d1\u30b9\u30dd\u30fc\u30c8\u756a\u53f7\u3001\u30bf\u30c3\u30af\u30b9ID\u3001IBAN\u304c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u691c\u8a3c\u3055\u308c\u308b\u305f\u3081\u3001\u5f93\u6765\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u9577\u5f15\u304b\u305b\u308b\u5f80\u5fa9\u306e\u624b\u9593\u304c\u7701\u3051\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u4f8b\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u3042\u308b\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u3092\u30ac\u30a4\u30c9\u4ed8\u304d\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a9\u30fc\u30e0\u306b\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u3067\u3001\u5e73\u574720\u65e5\u304b\u304b\u3063\u3066\u3044\u305f\u696d\u52d9\u30927\u65e5\u306b\u77ed\u7e2e\u3057\u305f\u3002\u30d5\u30a9\u30fc\u30e0\u306f\u9867\u5ba2\u306e\u56de\u7b54\u306b\u57fa\u3065\u3044\u3066\u8abf\u6574\u3055\u308c\u3001\u95a2\u9023\u6027\u306e\u306a\u3044\u7b87\u6240\u306f\u975e\u8868\u793a\u306b\u306a\u308a\u3001\u63d0\u51fa\u524d\u306b\u4e0d\u8db3\u3057\u3066\u3044\u308b\u60c5\u5831\u304c\u306a\u3044\u304b\u3069\u3046\u304b\u78ba\u8a8d\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b8c\u5168\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u6700\u901f\u3067\u30a2\u30ab\u30a6\u30f3\u30c8\u3092\u30a2\u30af\u30c6\u30a3\u30d6\u5316\u3059\u308b\u4f1a\u793e\u306f\u3001\u771f\u306e\u7af6\u4e89\u4e0a\u306e\u512a\u4f4d\u6027\u3092\u751f\u307f\u51fa\u3057\u307e\u3059\u3002\u898b\u8fbc\u307f\u9867\u5ba2\u306f\u3001\u7af6\u5408\u4ed6\u793e\u304c\u307e\u3060\u66f8\u985e\u3092\u96c6\u3081\u3066\u3044\u308b\u9593\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u958b\u59cb\u3067\u304d\u308b\u3053\u3068\u306b\u6c17\u3065\u304f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-improve-compliance-quality-while-cutting-manual-work\">\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3057\u306a\u304c\u3089\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8cea\u3092\u5411\u4e0a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c21\u7d20\u5316\u3068\u306f\u3001AML\u3084KYC\u306e\u7ba1\u7406\u304c\u5f31\u304f\u306a\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u306a\u3044\u3002\u3088\u308a\u5c11\u306a\u3044\u624b\u4f5c\u696d\u3067\u3088\u308a\u591a\u304f\u306e\u554f\u984c\u3092\u767a\u898b\u3067\u304d\u308b\u3001\u3088\u308a\u30b9\u30de\u30fc\u30c8\u306a\u7ba1\u7406\u3092\u610f\u5473\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">PEP\u304a\u3088\u3073\u5236\u88c1\u30c1\u30a7\u30c3\u30af\u3092\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u76f4\u63a5\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3067\u3001\u305d\u306e\u5834\u9650\u308a\u306e\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c1\u30a7\u30c3\u30af\u3068\u6bd4\u8f03\u3057\u3066\u3001\u30a2\u30e9\u30fc\u30c8\u3092\u898b\u9003\u3059\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3067\u304d\u307e\u3059\u3002\u9069\u5207\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u304c\u81ea\u52d5\u7684\u306b\u884c\u308f\u308c\u308b\u305f\u3081\u3001\u30c1\u30a7\u30c3\u30af\u306e\u5b9f\u884c\u3092\u5fd8\u308c\u305f\u308a\u3001\u6642\u9593\u7684\u306a\u30d7\u30ec\u30c3\u30b7\u30e3\u30fc\u304b\u3089\u30c1\u30a7\u30c3\u30af\u3092\u7701\u7565\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u306a\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c45\u4f4f\u56fd\u3001\u8cc7\u91d1\u6e90\u3001\u5546\u54c1\u30bf\u30a4\u30d7\u306a\u3069\u306e\u5ba2\u89b3\u7684\u306a\u57fa\u6e96\u306b\u57fa\u3065\u304f\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306b\u3088\u308a\u3001\u3059\u3079\u3066\u306e\u65b0\u898f\u9867\u5ba2\u306b\u4e00\u8cab\u3057\u305f\u5206\u985e\u304c\u884c\u308f\u308c\u307e\u3059\u3002\u9ad8\u30ea\u30b9\u30af\u306e\u6cd5\u57df\u304b\u3089\u306e\u9867\u5ba2\u306f\u3001\u3069\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u304c\u53e3\u5ea7\u3092\u62c5\u5f53\u3059\u308b\u304b\u306b\u304b\u304b\u308f\u3089\u305a\u3001\u5e38\u306b\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u304c\u5f37\u5316\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3059\u3079\u3066\u306e\u30c1\u30a7\u30c3\u30af\u3001\u627f\u8a8d\u3001\u6587\u66f8\u3092\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306b\u4fdd\u7ba1\u3057\u3001\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u30dd\u30ea\u30b7\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u306e\u81ea\u52d5\u5236\u5fa1\u3068\u5b89\u5168\u306a\u6587\u66f8\u4fdd\u7ba1\u306e\u7d44\u307f\u5408\u308f\u305b\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u304c\u898f\u5236\u8981\u4ef6\u306b\u6e96\u62e0\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u78ba\u4fe1\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-components-of-a-simplified-financial-onboarding-process\">\u7c21\u7d20\u5316\u3055\u308c\u305f\u8ca1\u52d9\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u30b3\u30a2\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c21\u7d20\u5316\u306f\u3001\u5c11\u6570\u306e\u30b3\u30a2\u30fb\u30d3\u30eb\u30c7\u30a3\u30f3\u30b0\u30fb\u30d6\u30ed\u30c3\u30af\u3092\u6a19\u6e96\u5316\u3057\u3001\u30ea\u30c6\u30fc\u30eb\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u5404\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u518d\u5229\u7528\u3059\u308b\u3053\u3068\u306b\u3088\u3063\u3066\u9054\u6210\u3055\u308c\u308b\u3002\u9867\u5ba2\u30bf\u30a4\u30d7\u3054\u3068\u306b\u30d7\u30ed\u30bb\u30b9\u3092\u518d\u767a\u660e\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u3055\u307e\u3056\u307e\u306a\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u69cb\u6210\u3067\u304d\u308b\u30e2\u30b8\u30e5\u30e9\u30fc\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3092\u8a2d\u8a08\u3059\u308b\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u7684<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30b8\u30bf\u30eb\u30c7\u30fc\u30bf\u30ad\u30e3\u30d7\u30c1\u30e3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d19\u306e\u30d5\u30a9\u30fc\u30e0\u3092\u53cd\u5fdc\u306e\u826f\u3044\u30c7\u30b8\u30bf\u30eb\u30fb\u30a2\u30f3\u30b1\u30fc\u30c8\u306b\u7f6e\u304d\u63db\u3048\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u672c\u4eba\u78ba\u8a8d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u66f8\u985e\u306e\u30b9\u30ad\u30e3\u30cb\u30f3\u30b0\u3068\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306e\u30c1\u30a7\u30c3\u30af\u306b\u3088\u308a\u3001\u9867\u5ba2\u306e\u8eab\u5143\u3092\u78ba\u8a8d\u3059\u308b\u3002<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC\u3068\u9069\u5408\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u6295\u8cc7\u306e\u59a5\u5f53\u6027\u3092\u8a55\u4fa1\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u66f8\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5fc5\u8981\u306a\u8a3c\u62e0\u3092\u53ce\u96c6\u3057\u3001\u5b89\u5168\u306a\u5834\u6240\u306b\u4fdd\u7ba1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u53e3\u5ea7\u958b\u8a2d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ab\u30b9\u30c8\u30c7\u30a3\u30fb\u30b7\u30b9\u30c6\u30e0\u304a\u3088\u3073\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6b53\u8fce\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u4e86\u3092\u78ba\u8a8d\u3057\u3001\u521d\u56de\u30ec\u30d3\u30e5\u30fc\u3078\u306e\u671f\u5f85\u5024\u3092\u8a2d\u5b9a\u3059\u308b<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306f\u3001\u6240\u6709\u8005\u3001\u76ee\u6a19\u6642\u9593\u3001\u6700\u5c0f\u9650\u306e\u5f15\u7d99\u304e\u3092\u6301\u3064\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5185\u306e\u660e\u78ba\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304cKYC\u306e\u627f\u8a8d\u3092\u62c5\u5f53\u3057\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u304c\u53e3\u5ea7\u958b\u8a2d\u3092\u62c5\u5f53\u3059\u308b\u5834\u5408\u3001\u4e21\u30c1\u30fc\u30e0\u306f\u305d\u308c\u305e\u308c\u306e\u696d\u52d9\u304c\u3044\u3064\u59cb\u307e\u308a\u3001\u3044\u3064\u7d42\u308f\u308b\u304b\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-data-capture-instead-of-paper-forms\">\u7d19\u306e\u30d5\u30a9\u30fc\u30e0\u306e\u4ee3\u308f\u308a\u306b\u30c7\u30b8\u30bf\u30eb\u30fb\u30c7\u30fc\u30bf\u3092\u53d6\u308a\u8fbc\u3080<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5370\u5237\u3057\u3001\u7f72\u540d\u3057\u3001\u30b9\u30ad\u30e3\u30f3\u3057\u3001E\u30e1\u30fc\u30eb\u3067\u9001\u4fe1\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u30ec\u30ac\u30b7\u30fc\u306aPDF\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5f93\u6765\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u60aa\u3044\u3068\u3053\u308d\u3092\u3059\u3079\u3066\u8868\u3057\u3066\u3044\u307e\u3059\u3002\u6642\u9593\u304c\u304b\u304b\u308a\u3001\u30df\u30b9\u304c\u767a\u751f\u3057\u3084\u3059\u304f\u3001\u8cea\u306e\u4f4e\u3044\u9867\u5ba2\u4f53\u9a13\u3092\u751f\u307f\u51fa\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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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=\"5945\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30d5\u30a9\u30fc\u30e0\u3092\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u57cb\u3081\u8fbc\u3093\u3060\u308a\u3001\u898b\u8fbc\u307f\u5ba2\u306b\u5b89\u5168\u306a\u62db\u5f85\u72b6\u3067\u9001\u4fe1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306f\u624b\u4f5c\u696d\u3067\u51e6\u7406\u3059\u308b\u3053\u3068\u306a\u304f\u3001CRM\u306b\u76f4\u63a5\u6d41\u308c\u8fbc\u307f\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" 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class=\"wp-block-paragraph\">\u81ea\u52d5KYC\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306b\u3088\u308a\u3001\u9867\u5ba2\u306f\u4f4e\u30ea\u30b9\u30af\u3001\u4e2d\u30ea\u30b9\u30af\u3001\u9ad8\u30ea\u30b9\u30af\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u306b\u5206\u985e\u3055\u308c\u3001\u5bfe\u5fdc\u3059\u308b\u5be9\u67fb\u30b9\u30c6\u30c3\u30d7\u304c\u8a2d\u3051\u3089\u308c\u308b\u3002\u30b7\u30f3\u30d7\u30eb\u306a\u6295\u8cc7\u53e3\u5ea7\u3092\u6301\u3064\u4f4e\u30ea\u30b9\u30af\u306e\u56fd\u5185\u9867\u5ba2\u306f\u3001\u6a19\u6e96\u7684\u306a\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3060\u3051\u3067\u6e08\u3080\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u8907\u96d1\u306a\u69cb\u9020\u3092\u6301\u3064\u9ad8\u30ea\u30b9\u30af\u306e\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u30b7\u30cb\u30a2\u30fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30b9\u30bf\u30c3\u30d5\u306b\u3088\u308b\u5f37\u5316\u3055\u308c\u305f\u30ec\u30d3\u30e5\u30fc\u306e\u5f15\u304d\u91d1\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001KYC\u8a18\u9332\u306f\u9867\u5ba2\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306b\u7d10\u4ed8\u3051\u3089\u308c\u3066\u3044\u308b\u30022026\u5e74\u4ee5\u964d\u306b\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\u306e\u6642\u671f\u304c\u6765\u305f\u5834\u5408\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u3059\u3079\u3066\u306e\u8a73\u7d30\u3092\u518d\u5ea6\u5c0b\u306d\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u65e2\u5b58\u306e\u30c7\u30fc\u30bf\u3092\u518d\u5229\u7528\u3057\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u7fa9\u52d9\u3092\u77e5\u3089\u3055\u308c\u308b\u9867\u5ba2\u306e\u8ca0\u62c5\u3092\u8efd\u6e1b\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-streamlined-document-collection-and-e-signature\">\u6587\u66f8\u53ce\u96c6\u3068\u96fb\u5b50\u7f72\u540d\u306e\u5408\u7406\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fc5\u8981\u66f8\u985e\u306f\u4e00\u5ea6\u8aac\u660e\u3057\u3001\u7c21\u5358\u306a\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3067\u793a\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u9867\u5ba2\u304c\u540c\u3058\u4f4f\u6240\u8a3c\u660e\u3092\u6c42\u3081\u308b\u30e1\u30fc\u30eb\u3092\u4f55\u5ea6\u3082\u53d7\u3051\u53d6\u3063\u305f\u308a\u3001\u30d1\u30b9\u30dd\u30fc\u30c8\u306e\u30b3\u30d4\u30fc\u3092\u3059\u3067\u306b\u63d0\u51fa\u3057\u305f\u304b\u3069\u3046\u304b\u7591\u554f\u306b\u601d\u3063\u305f\u308a\u3059\u308b\u3088\u3046\u306a\u3053\u3068\u304c\u3042\u3063\u3066\u306f\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fc5\u8981\u66f8\u985e\u306b\u306f\u901a\u5e38\u3001\u4ee5\u4e0b\u306e\u3082\u306e\u304c\u542b\u307e\u308c\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>3\u30f6\u6708\u4ee5\u5185\u306e\u8eab\u5206\u8a3c\u660e\u66f8<\/li>\n\n\n\n<li>\u516c\u5171\u6599\u91d1\u306e\u8acb\u6c42\u66f8\u3084\u9280\u884c\u6b8b\u9ad8\u8a3c\u660e\u66f8\u306a\u3069\u306e\u4f4f\u6240\u8a3c\u660e\u66f8<\/li>\n\n\n\n<li>\u5927\u53e3\u9810\u91d1\u306e\u539f\u8cc7\u3092\u8a3c\u660e\u3059\u308b\u3082\u306e<\/li>\n\n\n\n<li>\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u8005\u8a3c\u660e\u66f8<\/li>\n\n\n\n<li>\u6295\u8cc7\u59d4\u4efb\u5951\u7d04\u307e\u305f\u306f\u52a9\u8a00\u5951\u7d04\u306e\u7de0\u7d50<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u96fb\u5b50\u7f72\u540d\u306b\u3088\u308a\u3001\u4e00\u4efb\u5951\u7d04\u3084\u6295\u8cc7\u65b9\u91dd\u8aac\u660e\u66f8\u306e\u305f\u3081\u306e\u76f4\u63a5\u306e\u9762\u8ac7\u3084\u5b85\u914d\u4fbf\u30b5\u30fc\u30d3\u30b9\u306e\u5fc5\u8981\u6027\u304c\u8efd\u6e1b\u3055\u308c\u308b\u3002\u9867\u5ba2\u306f\u4e16\u754c\u4e2d\u3069\u3053\u304b\u3089\u3067\u3082\u6587\u66f8\u3092\u78ba\u8a8d\u3057\u3001\u7f72\u540d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u7f72\u540d\u3055\u308c\u305f\u30d0\u30fc\u30b8\u30e7\u30f3\u306f\u81ea\u52d5\u7684\u306b\u4fdd\u5b58\u3055\u308c\u3001\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306b\u30ea\u30f3\u30af\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u7f72\u540d\u3055\u308c\u305f\u6587\u66f8\u3092\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u4fdd\u7ba1\u3057\u3001\u76e3\u67fb\u76ee\u7684\u3067\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u30ea\u30f3\u30af\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u7f72\u540d\u306b\u306f\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u304c\u62bc\u3055\u308c\u3001\u5b8c\u5168\u306a\u4fdd\u7ba1\u30c1\u30a7\u30fc\u30f3\u304c\u4fdd\u5b58\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-account-opening-and-portfolio-setup\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u53e3\u5ea7\u958b\u8a2d\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u8a2d\u5b9a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\u3068\u66f8\u985e\u304c\u627f\u8a8d\u3055\u308c\u308c\u3070\u3001\u53e3\u5ea7\u958b\u8a2d\u306f\u898f\u5236\u304c\u8a31\u3059\u9650\u308a\u81ea\u52d5\u306b\u8fd1\u3044\u5f62\u3067\u5b9f\u884c\u3055\u308c\u308b\u306f\u305a\u3060\u3002\u6a19\u6e96\u7684\u306a\u30b1\u30fc\u30b9\u306e\u5834\u5408\u3001\u3053\u308c\u306f\u6700\u7d42\u78ba\u8a8d\u30af\u30ea\u30c3\u30af\u4ee5\u4e0a\u306e\u624b\u52d5\u4ecb\u5165\u304c\u306a\u3044\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u53e3\u5ea7\u8a18\u9332\u3092\u4f5c\u6210\u3057\u3001\u5408\u610f\u3055\u308c\u305f\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u57fa\u3065\u3044\u3066\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u5272\u308a\u5f53\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30d0\u30e9\u30f3\u30b9\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306f\u3001\u4e8b\u524d\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u8cc7\u7523\u914d\u5206\u3068\u624b\u6570\u6599\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u6301\u3064\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u81ea\u52d5\u7684\u306b\u53d7\u3051\u53d6\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3092\u6301\u3064\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30de\u30f3\u30c7\u30fc\u30c8\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u627f\u8a8d\u3055\u308c\u308b\u3068\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u81ea\u52d5\u7684\u306b\u53e3\u5ea7\u3092\u4f5c\u6210\u3057\u3001\u9069\u5207\u306a\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5272\u308a\u5f53\u3066\u3001\u30d5\u30a3\u30fc\u30fb\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u8a2d\u5b9a\u3057\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u9867\u5ba2\u304c\u6700\u521d\u306e\u30ec\u30d3\u30e5\u30fc\u30fb\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6e96\u5099\u304c\u3067\u304d\u305f\u3053\u3068\u3092\u901a\u77e5\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c7\u30fc\u30bf\u3092\u76f4\u63a5\u53d7\u3051\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u4e8c\u91cd\u5165\u529b\u3092\u6392\u9664\u3057\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u306b\u308f\u305f\u3063\u3066\u5358\u4e00\u306e\u771f\u5b9f\u306e\u30bd\u30fc\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-proactive-communication-and-client-education\">\u7a4d\u6975\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u9867\u5ba2\u6559\u80b2<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c21\u7d20\u5316\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u660e\u78ba\u3067\u5b9a\u671f\u7684\u306a\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306e\u304a\u304b\u3052\u3067\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3068\u3063\u3066\u3082\u30b7\u30f3\u30d7\u30eb\u306b\u611f\u3058\u3089\u308c\u308b\u3002\u6c88\u9ed9\u306f\u9867\u5ba2\u306e\u4fe1\u983c\u306e\u6575\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5927\u304d\u306a\u7bc0\u76ee\u306b\u306f\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u901a\u77e5\u3092\u9001\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC\u304c\u627f\u8a8d\u3055\u308c\u307e\u3057\u305f\uff1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5be9\u67fb\u5b8c\u4e86<\/li>\n\n\n\n<li>\u53e3\u5ea7\u304c\u958b\u8a2d\u3055\u308c\u307e\u3057\u305f\uff1a\u304a\u5ba2\u69d8\u306e\u53e3\u5ea7\u306f\u73fe\u5728\u6709\u52b9\u3067\u3001\u8cc7\u91d1\u8abf\u9054\u306e\u6e96\u5099\u304c\u6574\u3063\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u6700\u521d\u306e\u30b9\u30c6\u30fc\u30c8\u30e1\u30f3\u30c8\u3092\u3054\u5229\u7528\u3044\u305f\u3060\u3051\u307e\u3059\uff1a\u521d\u56de\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30ec\u30dd\u30fc\u30c8\u304c\u304a\u5ba2\u69d8\u306e\u30dd\u30fc\u30bf\u30eb\u306b\u6e96\u5099\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u306a\u305c\u7279\u5b9a\u306e\u66f8\u985e\u304c\u5fc5\u8981\u306a\u306e\u304b\u3001\u30b9\u30a4\u30b9\u3084EU\u306e\u898f\u5236\u304c\u3069\u306e\u3088\u3046\u306b 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\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5408\u308f\u305b\u3066\u4e8b\u524d\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u304b\u3089\u3053\u308c\u3089\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u9001\u4fe1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30d7\u30ed\u30bb\u30b9\u306b\u3064\u3044\u3066\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u6559\u80b2\u3059\u308b\u3053\u3068\u3067\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u3001\u3088\u308a\u5f37\u56fa\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u95a2\u4fc2\u306e\u57fa\u790e\u3092\u7bc9\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-seven-practical-steps-to-simplify-your-onboarding-workflow\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7c21\u7d20\u5316\u3059\u308b7\u3064\u306e\u5b9f\u8df5\u7684\u30b9\u30c6\u30c3\u30d7<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c2025\u5e74\u4e2d\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u66f4\u65b0\u3059\u308b\u305f\u3081\u306b\u5b9f\u884c\u3067\u304d\u308b\u5177\u4f53\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u30fb\u30d0\u30a4\u30fb\u30b9\u30c6\u30c3\u30d7\u306e\u65b9\u6cd5\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u73fe\u5728\u306e\u30d7\u30ed\u30bb\u30b9\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u304b\u3089\u3001\u7d50\u679c\u306e\u6e2c\u5b9a\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u307e\u3067\u3001\u30b9\u30c6\u30c3\u30d7\u3092\u7a4d\u307f\u91cd\u306d\u3066\u3044\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u30b9\u30c6\u30c3\u30d7\u306b\u306f\u3001\u5927\u5c0f\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u95a2\u9023\u3059\u308b\u5b9f\u8df5\u7684\u306a\u4f8b\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u3053\u308c\u3089\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u5358\u4e00\u306eCRM\u3068\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u74b0\u5883\u3067\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3067\u304d\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-map-and-time-your-current-onboarding-journey\">\u30b9\u30c6\u30c3\u30d71 \u73fe\u5728\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u30de\u30c3\u30d7\u3057\u3001\u6642\u9593\u3092\u8a08\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b7\u30f3\u30d7\u30eb\u306b\u3059\u308b\u524d\u306b\u3001\u4f55\u3092\u30b7\u30f3\u30d7\u30eb\u306b\u3059\u308b\u306e\u304b\u3092\u7406\u89e3\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u6700\u521d\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u304b\u3089\u6700\u521d\u306e\u30b9\u30c6\u30fc\u30c8\u30e1\u30f3\u30c8\u307e\u3067\u3001\u30c1\u30fc\u30e0\u9593\u306e\u5f15\u304d\u7d99\u304e\u3092\u542b\u3081\u3001\u3042\u3089\u3086\u308b\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3092\u63cf\u304f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u306a\u30de\u30c3\u30d4\u30f3\u30b0\u4f5c\u696d\u3067\u306f\u3001\u73fe\u5728\u306e\u65c5\u304c25\u30b9\u30c6\u30c3\u30d7\u300130\u66a6\u65e5\u304b\u304b\u3063\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u4f5c\u696d\u3088\u308a\u3082\u5f85\u3061\u6642\u9593\u306b\u8cbb\u3084\u3057\u3066\u3044\u308b\u6642\u9593\u3092\u8a18\u9332\u3059\u308b\u3002\u3088\u304f\u3042\u308b\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u306f\u3001\u7f72\u540d\u5f85\u3061\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u53d7\u4fe1\u30c8\u30ec\u30a4\u306b\u305f\u307e\u3063\u305f\u624b\u4f5c\u696d\u306b\u3088\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u627f\u8a8d\u3001\u7d1b\u5931\u3057\u305f\u66f8\u985e\u3092\u8ffd\u3044\u304b\u3051\u308b\u305f\u3081\u306e\u96fb\u8a71\u306a\u3069\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d9\u30fc\u30b9\u30e9\u30a4\u30f3\u6307\u6a19\u3092\u628a\u63e1\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6700\u521d\u306e\u63a5\u89e6\u304b\u3089KYC\u627f\u8a8d\u307e\u3067\u306e\u5e73\u5747\u6642\u9593<\/li>\n\n\n\n<li>KYC\u627f\u8a8d\u304b\u3089\u53e3\u5ea7\u958b\u8a2d\u307e\u3067\u306e\u5e73\u5747\u6642\u9593<\/li>\n\n\n\n<li>\u9867\u5ba2\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b\u60c5\u5831\u3092\u6c42\u3081\u3089\u308c\u305f\u56de\u6570<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u7533\u8acb\u5b8c\u4e86\u7387<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u6307\u6a19\u306f\u3001\u6539\u5584\u3092\u6e2c\u5b9a\u3059\u308b\u305f\u3081\u306e\u57fa\u790e\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-standardise-onboarding-paths-for-main-client-types\">\u30b9\u30c6\u30c3\u30d72 \u4e3b\u8981\u9867\u5ba2\u306e\u30bf\u30a4\u30d7\u306b\u5fdc\u3058\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d1\u30b9\u306e\u6a19\u6e96\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u30b1\u30fc\u30b9\u3092\u30e6\u30cb\u30fc\u30af\u306a\u3082\u306e\u3068\u3057\u3066\u6271\u3046\u306e\u3067\u306f\u306a\u304f\u3001\u6a19\u6e96\u7684\u306a\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u5c11\u4eba\u6570\u3067\u5b9a\u7fa9\u3059\u308b\u3002\u4e00\u822c\u7684\u306a\u7d4c\u8def\u3068\u3057\u3066\u306f\u3001\u500b\u4eba\u6295\u8cc7\u5bb6\u3001\u5bcc\u88d5\u5c64\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u9867\u5ba2\u3001\u5c0f\u898f\u6a21\u6cd5\u4eba\u53e3\u5ea7\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u59d4\u4efb\u306a\u3069\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u30b8\u30e3\u30fc\u30cb\u30fc\u306f\u3001\u5171\u6709\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3092\u518d\u5229\u7528\u3057\u306a\u304c\u3089\u3001\u72ec\u81ea\u306e\u6587\u66f8\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3001KYC\u306e\u6df1\u5ea6\u3001\u627f\u8a8d\u30eb\u30fc\u30eb\u3092\u6301\u3064\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u5177\u4f53\u7684\u306a\u30eb\u30fc\u30eb\u3068\u3057\u3066\u306f\u3001\u5358\u7d14\u306a\u5546\u54c1\u3092\u6271\u3046\u56fd\u5185\u9867\u5ba2\u5411\u3051\u306b\u306f\u7c21\u7565\u5316\u3055\u308c\u305f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3092\u3001\u8907\u96d1\u306a\u69cb\u9020\u3092\u6301\u3064\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u5411\u3051\u306b\u306f\u5f37\u5316\u3055\u308c\u305f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3092\u6307\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30ef\u30f3\u30af\u30ea\u30c3\u30af\u3067\u8d77\u52d5\u3059\u308b\u518d\u5229\u7528\u53ef\u80fd\u306a\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3068\u3057\u3066\u3053\u308c\u3089\u306e\u30d1\u30b9\u3092\u4fdd\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u9867\u5ba2\u3092\u6a19\u6e96\u7684\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u898b\u8fbc\u307f\u5ba2\u3068\u3057\u3066\u7279\u5b9a\u3059\u308b\u3068\u3001\u9069\u5207\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d1\u30b9\u304c\u3059\u3079\u3066\u306e\u95a2\u9023\u3059\u308b\u30b9\u30c6\u30c3\u30d7\u3068\u8981\u4ef6\u3068\u3068\u3082\u306b\u81ea\u52d5\u7684\u306b\u8d77\u52d5\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-replace-paper-with-digital-smart-forms\">\u30b9\u30c6\u30c3\u30d73 \u7d19\u3092\u30c7\u30b8\u30bf\u30eb\u30fb\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7f6e\u304d\u63db\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528\u983b\u5ea6\u306e\u9ad8\u3044\u30d5\u30a9\u30fc\u30e0\u3092\u6700\u521d\u306b\u5909\u63db\u3059\u308b\u6bb5\u968e\u7684\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u3068\u308b\u3002\u53e3\u5ea7\u958b\u8a2d\u7533\u8fbc\u66f8\u3084\u6295\u8cc7\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306e\u30a2\u30f3\u30b1\u30fc\u30c8\u306f\u3001\u4e00\u822c\u7684\u306b\u6700\u3082\u4ef6\u6570\u304c\u591a\u304f\u3001\u6700\u3082\u4e0d\u6e80\u304c\u591a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u539f\u7406\u306f\u7c21\u5358\u3067\u3001\u30c7\u30fc\u30bf\u3092\u4e00\u5ea6\u3060\u3051\u8981\u6c42\u3057\u3001\u3059\u3079\u3066\u306e\u4e0b\u6d41\u30b7\u30b9\u30c6\u30e0\u3067\u518d\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u691c\u8a3c\u306f\u3001\u4e0d\u5b8c\u5168\u306a\u30bf\u30c3\u30af\u30b9ID\u3084\u4e0d\u6b63\u306a\u96fb\u5b50\u30e1\u30fc\u30eb\u30a2\u30c9\u30ec\u30b9\u304c\u9001\u4fe1\u3055\u308c\u308b\u306e\u3092\u9632\u3050\u3053\u3068\u306b\u3088\u308a\u3001\u30d0\u30c3\u30af\u30c8\u30e9\u30c3\u30af\u3092\u524a\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u30d5\u30a9\u30fc\u30e0\u30d5\u30a3\u30fc\u30eb\u30c9\u306fCRM\u5c5e\u6027\u306b\u76f4\u63a5\u30de\u30c3\u30d4\u30f3\u30b0\u3055\u308c\u307e\u3059\u3002\u9867\u5ba2\u304c\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u306b\u4f4f\u6240\u3092\u5165\u529b\u3059\u308b\u3068\u3001\u305d\u306e\u4f4f\u6240\u306fCRM\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3001KYC\u8a18\u9332\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306b\u5373\u5ea7\u306b\u8868\u793a\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-embed-compliance-checks-into-the-workflow\">\u30b9\u30c6\u30c3\u30d74 \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af\u3092\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u7d44\u307f\u8fbc\u3080<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b7\u30b9\u30c6\u30e0\u5916\u306e\u30c1\u30a7\u30c3\u30af\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u304b\u3089\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30eb\u30fc\u30eb\u306b\u3088\u3063\u3066\u5236\u5fa1\u3055\u308c\u308bAML\u3068KYC\u306e\u7d44\u307f\u8fbc\u307f\u30b9\u30c6\u30c3\u30d7\u306b\u79fb\u884c\u3059\u308b\u3002\u627f\u8a8d\u3001\u62d2\u5426\u3001\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u76e3\u67fb\u6e96\u5099\u306e\u305f\u3081\u306b\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u4ed8\u304d\u3067\u81ea\u52d5\u7684\u306b\u8a18\u9332\u3055\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30f3\u30d7\u30eb\u30fb\u30eb\u30fc\u30eb\u3068\u3057\u3066\u306f\u300130\u65e5\u4ee5\u5185\u306b\u7d2f\u7a4d\u9810\u91d1\u304c\u4e00\u5b9a\u306e\u95be\u5024\u3092\u8d85\u3048\u305f\u5834\u5408\u306b\u81ea\u52d5\u7684\u306b\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3046\u3001\u3042\u308b\u3044\u306f\u3001\u53d7\u76ca\u6240\u6709\u6a29\u306b\u9ad8\u30ea\u30b9\u30af\u306e\u6cd5\u57df\u304c\u95a2\u4e0e\u3057\u3066\u3044\u308b\u5834\u5408\u306b\u4e0a\u7d1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30d3\u30e5\u30fc\u3092\u7fa9\u52d9\u4ed8\u3051\u308b\u3001\u306a\u3069\u304c\u8003\u3048\u3089\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u5fc5\u9808\u4e8b\u9805\u306e\u30c1\u30a7\u30c3\u30af\u304c\u5b8c\u4e86\u3057\u3066\u3044\u306a\u3044\u53e3\u5ea7\u304c\u8cc7\u91d1\u63d0\u4f9b\u30b9\u30c6\u30fc\u30bf\u30b9\u306b\u79fb\u884c\u3067\u304d\u306a\u3044\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u8ab0\u304b\u304c\u5fd8\u308c\u305a\u306b\u30c1\u30a7\u30c3\u30af\u30dc\u30c3\u30af\u30b9\u306b\u30c1\u30a7\u30c3\u30af\u3092\u5165\u308c\u308b\u3053\u3068\u3092\u671b\u3080\u306e\u3067\u306f\u306a\u304f\u3001\u30c7\u30b6\u30a4\u30f3\u306b\u3088\u3063\u3066\u8981\u4ef6\u306b\u6e96\u62e0\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-5-automate-internal-tasks-and-notifications\">\u30b9\u30c6\u30c3\u30d75 \u793e\u5185\u30bf\u30b9\u30af\u3068\u901a\u77e5\u306e\u81ea\u52d5\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u793e\u5185\u306e\u81ea\u52d5\u5316\u306f\u3001\u30df\u30c9\u30eb\u30aa\u30d5\u30a3\u30b9\u3078\u306e\u30c1\u30b1\u30c3\u30c8\u306e\u4f5c\u6210\u3001\u4e0d\u8db3\u66f8\u985e\u306e\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306e\u9001\u4fe1\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3078\u306e\u671f\u9650\u5207\u308c\u306e\u30a2\u30e9\u30fc\u30c8\u306a\u3069\u3001\u53cd\u5fa9\u7684\u306a\u7ba1\u7406\u30bf\u30b9\u30af\u3092\u51e6\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u306e\u4f8b\u3068\u3057\u3066\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u304c3\u65e5\u4ee5\u5185\u306b\u30d5\u30a9\u30fc\u30e0\u3092\u5b8c\u6210\u3057\u306a\u304b\u3063\u305f\u5834\u5408\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u9001\u4fe1\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u65b0\u898f\u30a2\u30ab\u30a6\u30f3\u30c8\u3092\u627f\u8a8d\u3059\u308b\u969b\u306e\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30bf\u30b9\u30af\u306e\u4f5c\u6210<\/li>\n\n\n\n<li>\u9ad8\u984d\u9867\u5ba2\u304c\u8cc7\u91d1\u8abf\u9054\u306e\u3057\u304d\u3044\u5024\u306b\u9054\u3057\u305f\u5834\u5408\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u306b\u901a\u77e5\u3059\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30c6\u30fc\u30bf\u30b9\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u3069\u306e\u53e3\u5ea7\u304c\u884c\u304d\u8a70\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u307e\u305f\u305d\u306e\u7406\u7531\u306f\u4f55\u306a\u306e\u304b\u3092\u7ba1\u7406\u8005\u304c\u78ba\u8a8d\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002InvestGlass\u306e\u30bf\u30b9\u30af\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u6e1b\u3089\u3057\u3001\u30c1\u30fc\u30e0\u306f\u9867\u5ba2\u3068\u306e\u6709\u610f\u7fa9\u306a\u4f1a\u8a71\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-6-create-a-digital-client-portal-for-onboarding\">\u30b9\u30c6\u30c3\u30d76 \u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306e\u30c7\u30b8\u30bf\u30eb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306e\u4f5c\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30d5\u30a9\u30fc\u30e0\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3001\u30e1\u30c3\u30bb\u30fc\u30b8\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u4e00\u3064\u306e\u5b89\u5168\u306a\u5834\u6240\u306b\u96c6\u7d04\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u304c\u6563\u5728\u3059\u308b\u3053\u3068\u304c\u306a\u304f\u306a\u308a\u3001\u6a5f\u5bc6\u60c5\u5831\u304c\u8aa4\u3063\u305f\u30a2\u30c9\u30ec\u30b9\u306b\u9001\u4fe1\u3055\u308c\u308b\u30ea\u30b9\u30af\u304c\u8efd\u6e1b\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30bf\u30eb\u306b\u8868\u793a\u3055\u308c\u308b\u9805\u76ee\u306b\u306f\u3001\u672a\u89e3\u6c7a\u306e\u6587\u66f8\u3001\u7f72\u540d\u6e08\u307f\u306e\u59d4\u4efb\u72b6\u3001\u4eca\u5f8c\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u9032\u6357\u6307\u6a19\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u5e0c\u671b\u3059\u308b\u8a00\u8a9e\u30671\u65e524\u6642\u9593\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u30dd\u30fc\u30bf\u30eb\u306f\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u3068\u305d\u306e\u9867\u5ba2\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u671f\u5f85\u306b\u5bfe\u5fdc\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-7-monitor-kpis-and-continuously-refine\">\u30b9\u30c6\u30c3\u30d77 KPI\u3092\u76e3\u8996\u3057\u3001\u7d99\u7d9a\u7684\u306b\u6539\u5584\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d99\u7d9a\u7684\u306a\u6e2c\u5b9a\u306f\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u3092\u4fc3\u3057\u307e\u3059\u3002\u8ffd\u8de1\u3059\u3079\u304d\u4e3b\u306a\u6307\u6a19\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30e1\u30fc\u30c8\u30eb<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30bf\u30fc\u30b2\u30c3\u30c8<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u306e\u5e73\u5747\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u671f\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u521d\u5e74\u5ea6\u306b30%\u524a\u6e1b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u306e\u8a18\u5165\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e0a\u8a18 85%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u5f8c\u306e\u9867\u5ba2\u6e80\u8db3\u5ea6\u30b9\u30b3\u30a2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>10\u70b9\u6e80\u70b9\u4e2d8\u70b9\u4ee5\u4e0a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>100\u53e3\u5ea7\u3042\u305f\u308a\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4f8b\u5916<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5\u4ee5\u4e0b<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u6307\u6a19\u3092\u6bce\u6708\u30ec\u30d3\u30e5\u30fc\u3059\u308b\u3053\u3068\u3067\u3001\u3042\u308b\u5730\u57df\u3084\u88fd\u54c1\u30e9\u30a4\u30f3\u306b\u304a\u3051\u308b\u9045\u5ef6\u306e\u3088\u3046\u306a\u30d1\u30bf\u30fc\u30f3\u3092\u767a\u898b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u56db\u534a\u671f\u3054\u3068\u306e\u5c0f\u3055\u306a\u6539\u5584\u306f\u3001\u7834\u58ca\u7684\u306a\u30d3\u30c3\u30b0\u30d0\u30f3\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u5fc5\u8981\u3068\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u5909\u5316\u3092\u7ba1\u7406\u3057\u3084\u3059\u3044\u72b6\u614b\u306b\u4fdd\u3064\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u304cCRM\u5185\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0KPI\u3092\u8868\u793a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u6700\u9069\u5316\u306e\u52aa\u529b\u3092\u3069\u3053\u306b\u96c6\u4e2d\u3055\u305b\u308b\u304b\u306b\u3064\u3044\u3066\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-onboarding-mistakes-that-make-processes-harder-than-necessary\">\u5fc5\u8981\u4ee5\u4e0a\u306b\u30d7\u30ed\u30bb\u30b9\u3092\u96e3\u3057\u304f\u3059\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u3088\u304f\u3042\u308b\u9593\u9055\u3044<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u4f01\u696d\u306f\u3001\u7d19\u3068\u30b5\u30a4\u30ed\u5316\u3055\u308c\u305f\u30c4\u30fc\u30eb\u3092\u4e2d\u5fc3\u306b\u69cb\u7bc9\u3055\u308c\u305f\u7fd2\u6163\u306b\u3088\u3063\u3066\u3001\u4e0d\u6ce8\u610f\u306b\u3082\u8907\u96d1\u3055\u3092\u5897\u5927\u3055\u305b\u3066\u3044\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u30d1\u30bf\u30fc\u30f3\u306f\u3001\u5e38\u306b\u305d\u306e\u3088\u3046\u306b\u884c\u308f\u308c\u3066\u304d\u305f\u305f\u3081\u3001\u7591\u554f\u8996\u3055\u308c\u306a\u3044\u3053\u3068\u304c\u591a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3046\u3057\u305f\u983b\u767a\u3059\u308b\u554f\u984c\u3092\u56de\u907f\u3059\u308b\u3053\u3068\u3067\u3001\u5165\u56e3\u307e\u3067\u306e\u6642\u9593\u3092\u5927\u5e45\u306b\u77ed\u7e2e\u3057\u3001\u53cc\u65b9\u306e\u30d5\u30e9\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u8efd\u6e1b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u76ee\u6a19\u306f\u6279\u5224\u3059\u308b\u3053\u3068\u3067\u306f\u306a\u304f\u3001\u6539\u5584\u306e\u6a5f\u4f1a\u3092\u660e\u3089\u304b\u306b\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-overloading-clients-with-documents-and-questions\">\u66f8\u985e\u3084\u8cea\u554f\u3067\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u904e\u8ca0\u8377\u306b\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u306a\u306e\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u9577\u304f\u3066\u91cd\u8907\u3057\u305f\u30a2\u30f3\u30b1\u30fc\u30c8\u3084\u4e00\u822c\u7684\u306a\u30d1\u30f3\u30d5\u30ec\u30c3\u30c8\u3092\u4e00\u5ea6\u306b\u53d7\u3051\u53d6\u308b\u3068\u3044\u3046\u72b6\u6cc1\u3060\u3002\u7cbe\u795e\u7684\u306a\u8ca0\u62c5\u304c\u5927\u304d\u304f\u306a\u308a\u3001\u30d5\u30a9\u30fc\u30e0\u304c\u4e0d\u5b8c\u5168\u306a\u307e\u307eE\u30e1\u30fc\u30eb\u306e\u53d7\u4fe1\u30c8\u30ec\u30a4\u306b\u6b8b\u3063\u3066\u3057\u307e\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u60c5\u5831\u306f\u3001\u4eca\u3059\u3050\u5fc5\u8981\u306a\u3082\u306e\u3068\u5f8c\u3067\u5f79\u7acb\u3064\u3082\u306e\u306b\u5206\u3051\u308b\u3002\u9867\u5ba2\u306f\u53e3\u5ea7\u958b\u8a2d\u524d\u306b\u53d7\u53d6\u4eba\u6307\u5b9a\u3092\u5b8c\u4e86\u3059\u308b\u5fc5\u8981\u306f\u306a\u3044\u3002\u57fa\u672c\u7684\u306a\u9023\u7d61\u5148\u60c5\u5831\u3092\u63d0\u4f9b\u3059\u308b\u524d\u306b\u300140\u30da\u30fc\u30b8\u306b\u3082\u53ca\u3076\u898f\u7d04\u6587\u66f8\u3092\u8aad\u3080\u5fc5\u8981\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u30fb\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u56de\u7b54\u306b\u57fa\u3065\u3044\u3066\u3001\u95a2\u9023\u6027\u306e\u306a\u3044\u30bb\u30af\u30b7\u30e7\u30f3\u3092\u975e\u8868\u793a\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3082\u3057\u9867\u5ba2\u304c\u5916\u56fd\u7a0e\u6cd5\u4e0a\u306e\u5c45\u4f4f\u8005\u3067\u306a\u3044\u3068\u7b54\u3048\u305f\u5834\u5408\u3001\u5916\u56fd\u53e3\u5ea7\u5831\u544a\u306b\u95a2\u3059\u308b\u8cea\u554f\u306f\u8868\u793a\u3055\u308c\u307e\u305b\u3093\u3002InvestGlass\u306e\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3053\u306e\u6761\u4ef6\u30ed\u30b8\u30c3\u30af\u3092\u81ea\u52d5\u7684\u306b\u5b9f\u884c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-using-disconnected-tools-and-manual-data-transfer\">\u5207\u65ad\u3055\u308c\u305f\u30c4\u30fc\u30eb\u306e\u4f7f\u7528\u3068\u624b\u52d5\u3067\u306e\u30c7\u30fc\u30bf\u8ee2\u9001<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3044\u307e\u3060\u306b\u591a\u304f\u306e\u30c1\u30fc\u30e0\u304c\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3001\u52d8\u5b9a\u7cfb\u30b7\u30b9\u30c6\u30e0\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9593\u3067\u624b\u4f5c\u696d\u3067\u79fb\u52d5\u3055\u305b\u3066\u3044\u308b\u3002\u624b\u4f5c\u696d\u306b\u3088\u308b\u79fb\u52d5\u306e\u305f\u3073\u306b\u3001\u30a8\u30e9\u30fc\u3084\u9045\u5ef6\u304c\u767a\u751f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30b9\u30af\u306b\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u4e00\u8cab\u6027\u306e\u306a\u3044\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u60c5\u5831\u304c\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c4\u30fc\u30eb\u306b\u6d41\u308c\u306a\u3044\u3053\u3068\u306b\u3088\u308bKYC\u30d5\u30e9\u30b0\u306e\u898b\u843d\u3068\u3057\u3001\u652f\u5e97\u304c\u5225\u3005\u306e\u8a18\u9332\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u306b\u3088\u308b\u4f5c\u696d\u306e\u91cd\u8907\u306a\u3069\u304c\u3042\u308b\u3002\u3053\u3046\u3057\u305f\u65ad\u7d76\u306f\u3001\u30b9\u30bf\u30c3\u30d5\u306b\u3082\u9867\u5ba2\u306b\u3082\u30d5\u30e9\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u4e0e\u3048\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898b\u8fbc\u307f\u5ba2\u3001KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30c7\u30fc\u30bf\u30921\u3064\u306e\u30ec\u30b3\u30fc\u30c9\u306b\u4fdd\u6301\u3059\u308b\u5358\u4e00\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u554f\u984c\u3092\u89e3\u6d88\u3057\u307e\u3059\u3002InvestGlass\u306f\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3053\u306e\u4e2d\u5fc3\u7684\u5f79\u5272\u3092\u679c\u305f\u3059\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u7d71\u4e00\u3055\u308c\u305f\u9867\u5ba2\u30d3\u30e5\u30fc\u3092\u7dad\u6301\u3057\u306a\u304c\u3089API\u7d4c\u7531\u3067\u65e2\u5b58\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u63a5\u7d9a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ignoring-the-client-perspective-and-language\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u8996\u70b9\u3068\u8a00\u8449\u3092\u7121\u8996\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u793e\u5185\u306e\u8907\u96d1\u306a\u5c02\u9580\u7528\u8a9e\u3084\u3001\u898f\u5236\u8981\u4ef6\u306b\u95a2\u3059\u308b\u4e0d\u660e\u77ad\u306a\u8aac\u660e\u306e\u305f\u3081\u306b\u3001\u9867\u5ba2\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5148\u5ef6\u3070\u3057\u306b\u3057\u305f\u308a\u3001\u65ad\u5ff5\u3057\u305f\u308a\u3059\u308b\u3002\u6b63\u5f53\u306a\u51fa\u6240\u3092\u793a\u3059\u5bcc\u306e\u51fa\u6240\u306e\u8a3c\u62e0\u300d\u3092\u6c42\u3081\u308b\u66f8\u5f0f\u304c\u3042\u3063\u3066\u3082\u3001\u591a\u304f\u306e\u9867\u5ba2\u306f\u4f55\u3092\u63d0\u51fa\u3059\u308c\u3070\u3088\u3044\u306e\u304b\u898b\u5f53\u304c\u3064\u304b\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306b\u306a\u3063\u305f\u3064\u3082\u308a\u3067\u3001\u30d5\u30a9\u30fc\u30e0\u3084E\u30e1\u30fc\u30eb\u3092\u30c6\u30b9\u30c8\u3057\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u5206\u304b\u308a\u306b\u304f\u3044\u7b87\u6240\u3084\u7c21\u7565\u5316\u3067\u304d\u308b\u9577\u3044\u6bb5\u843d\u3092\u7279\u5b9a\u3059\u308b\u3002AML\u3001KYC\u3001\u9069\u5408\u6027\u3092\u9867\u5ba2\u30d9\u30fc\u30b9\u306b\u9069\u3057\u305f\u5e73\u6613\u306a\u8a00\u8449\u3067\u8aac\u660e\u3059\u308b\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30ab\u30b9\u30bf\u30e0\u30b3\u30f3\u30c6\u30f3\u30c4\u3068\u591a\u8a00\u8a9e\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u53ef\u80fd\u306b\u3057\u3001\u5404\u9867\u5ba2\u306f\u81ea\u5206\u306e\u597d\u304d\u306a\u8a00\u8a9e\u3067\u60c5\u5831\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u660e\u78ba\u306a\u9867\u5ba2\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u4fe1\u983c\u3092\u7bc9\u304d\u3001\u653e\u68c4\u3092\u6e1b\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-failing-to-follow-up-when-clients-slow-down\">\u9867\u5ba2\u306e\u52d5\u304d\u304c\u920d\u304f\u306a\u3063\u305f\u3068\u304d\u306b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u6020\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u6709\u671b\u306a\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u304c\u505c\u6ede\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u30d5\u30a9\u30fc\u30e0\u3084\u66f8\u985e\u304c\u6b20\u843d\u3057\u3066\u3044\u308b\u5834\u5408\u306b\u3001\u4f53\u7cfb\u7684\u306a\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u304c\u884c\u308f\u308c\u3066\u3044\u306a\u3044\u305f\u3081\u3067\u3042\u308b\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u7533\u8acb\u3092\u7d42\u308f\u3089\u305b\u308b\u3064\u3082\u308a\u3060\u3063\u305f\u304c\u3001\u6c17\u304c\u6563\u3063\u3066\u3057\u307e\u3063\u305f\u3002\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u304c\u306a\u3051\u308c\u3070\u3001\u6570\u65e5\u304c\u6570\u9031\u9593\u306b\u306a\u3063\u3066\u3057\u307e\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2\uff5e3\u65e5\u4ee5\u4e0a\u9023\u7d61\u304c\u306a\u3044\u5834\u5408\u3001E\u30e1\u30fc\u30eb\u3084\u30dd\u30fc\u30bf\u30eb\u30e1\u30c3\u30bb\u30fc\u30b8\u3067\u81ea\u52d5\u7684\u304b\u3064\u6e29\u304b\u307f\u306e\u3042\u308b\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u9001\u308b\u3053\u3068\u3067\u3001\u6ede\u3063\u3066\u3044\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u518d\u958b\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u4fa1\u5024\u306e\u9ad8\u3044\u30b1\u30fc\u30b9\u3084\u8907\u96d1\u306a\u30b1\u30fc\u30b9\u306e\u5834\u5408\u3001\u500b\u4eba\u7684\u306a\u96fb\u8a71\u9023\u7d61\u306f\u3001\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u88dc\u5b8c\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3079\u304d\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u53e3\u5ea7\u306e\u4fa1\u5024\u3084\u30ea\u30b9\u30af\u30ec\u30d9\u30eb\u306b\u57fa\u3065\u3044\u3066\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30bf\u30b9\u30af\u3092\u5272\u308a\u5f53\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u8cb4\u91cd\u306a\u6a5f\u4f1a\u3092\u9003\u3057\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-simplifies-financial-client-onboarding-with-swiss-data-sovereignty\">InvestGlass\u304c\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3067\u91d1\u878d\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u7c21\u7d20\u5316\u3059\u308b\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3068\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u4f1a\u793e\u306e\u305f\u3081\u306b\u7279\u5225\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a9\u30fc\u30e0\u3001KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001AI\u30c4\u30fc\u30eb\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306a\u3069\u3001\u3059\u3079\u3066\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6a5f\u80fd\u304c1\u3064\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u96c6\u7d04\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u304a\u3088\u3073\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u306e\u8981\u4ef6\u304c\u53b3\u3057\u3044\u305d\u306e\u4ed6\u306e\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306b\u3068\u3063\u3066\u9b45\u529b\u7684\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u4f4d\u7f6e\u3065\u3051\u306f\u3001\u56fd\u969b\u7684\u306a\u8cc7\u7523\u7ba1\u7406\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u5f37\u56fa\u306a\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u7ba1\u7406\u3092\u5fc5\u8981\u3068\u3059\u308b\u30e8\u30fc\u30ed\u30c3\u30d1\u3001\u4e2d\u6771\u3001\u30a2\u30b8\u30a2\u3001\u30e9\u30c6\u30f3\u30a2\u30e1\u30ea\u30ab\u306e\u4f01\u696d\u306b\u3068\u3063\u3066\u7279\u306b\u9069\u5207\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-unified-digital-onboarding-and-crm-for-banks-and-wealth-managers\">\u9280\u884c\u3068\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u305f\u3081\u306e\u7d71\u5408\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u898b\u8fbc\u307f\u5ba2\u306e\u8ffd\u8de1\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u7d99\u7d9a\u7684\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u7ba1\u7406\u30921\u3064\u306e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306b\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30b9\u30c6\u30fc\u30bf\u30b9\u306e\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306e\u305f\u3081\u306b\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u96fb\u8a71\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u3069\u306e\u6bb5\u968e\u306b\u3042\u308b\u304b\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u53ce\u96c6\u3055\u308c\u305f\u30d5\u30a3\u30fc\u30eb\u30c9\u306fCRM\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u5373\u5ea7\u306b\u8868\u793a\u3055\u308c\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3084\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb\u3067\u5229\u7528\u3067\u304d\u308b\u3002\u9867\u5ba2\u304c\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u30fb\u30a2\u30f3\u30b1\u30fc\u30c8\u306b\u56de\u7b54\u3059\u308b\u3068\u3001\u305d\u306e\u60c5\u5831\u306f\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3084\u6295\u8cc7\u63a8\u5968\u306e\u305f\u3081\u306b\u5373\u5ea7\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u5229\u70b9\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u55b6\u696d\u3001\u30b5\u30fc\u30d3\u30b9\u306e\u5404\u30c1\u30fc\u30e0\u304c\u540c\u3058\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u3092\u6271\u3046\u969b\u306b\u30011\u3064\u306e\u9867\u5ba2\u30d3\u30e5\u30fc\u3092\u5229\u7528\u3067\u304d\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u3053\u306e\u7d71\u4e00\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u30d0\u30e9\u30d0\u30e9\u306e\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u4f01\u696d\u3092\u60a9\u307e\u305b\u3066\u3044\u308b\u77db\u76fe\u304c\u89e3\u6d88\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-embedded-kyc-aml-and-compliance-workflows\">\u7d44\u307f\u8fbc\u307f\u306eKYC\u3001AML\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001KYC\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3001\u627f\u8a8d\u30b9\u30c6\u30c3\u30d7\u3092\u3001\u7570\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u306b\u6563\u5728\u3059\u308b\u500b\u5225\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3067\u306f\u306a\u304f\u3001\u30ac\u30a4\u30c9\u4ed8\u304d\u30bf\u30b9\u30af\u3068\u3057\u3066\u69cb\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u540c\u3058\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u4ed5\u4e8b\u3092\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d7\u76ca\u8005\u66f8\u985e\u3001\u5bcc\u306e\u6e90\u6cc9\u8a3c\u62e0\u3001\u95a2\u4fc2\u30e1\u30e2\u306a\u3069\u306e\u8a73\u7d30\u306f\u3001\u9867\u5ba2\u8a18\u9332\u306b\u76f4\u63a5\u6dfb\u4ed8\u3055\u308c\u307e\u3059\u3002\u4e8b\u524d\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u30eb\u30fc\u30eb\u306b\u3088\u308a\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u30bb\u30ab\u30f3\u30c9\u30e9\u30a4\u30f3\u30ec\u30d3\u30e5\u30fc\u304c\u5fc5\u8981\u3068\u306a\u308a\u3001\u76e3\u67fb\u7528\u306b\u3059\u3079\u3066\u306e\u6c7a\u5b9a\u304c\u81ea\u52d5\u7684\u306b\u8a18\u9332\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u3067\u30c1\u30a7\u30c3\u30af\u3092\u4e00\u5143\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5f37\u529b\u306b\u7ba1\u7406\u3057\u3001\u898f\u5236\u3092\u9075\u5b88\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u6f0f\u6d29\u3092\u9632\u304e\u306a\u304c\u3089\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u7bc9\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal-for-secure-onboarding-and-ongoing-service\">\u30bb\u30ad\u30e5\u30a2\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u7d99\u7d9a\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306e\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u5b89\u5168\u306a\u5834\u6240\u3067\u3001\u9867\u5ba2\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u5b8c\u4e86\u3057\u3001\u6587\u66f8\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u3001\u5951\u7d04\u66f8\u306b\u7f72\u540d\u3059\u308b\u3002\u540c\u3058\u30dd\u30fc\u30bf\u30eb\u304b\u3089\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30dd\u30fc\u30c8\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3001\u30bb\u30ad\u30e5\u30a2\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u304c\u8868\u793a\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u304c\u524a\u6e1b\u3055\u308c\u3001\u6a5f\u5bc6\u60c5\u5831\u304c\u8aa4\u3063\u305f\u30a2\u30c9\u30ec\u30b9\u306b\u9001\u4fe1\u3055\u308c\u308b\u30ea\u30b9\u30af\u304c\u8efd\u6e1b\u3055\u308c\u307e\u3059\u3002\u9867\u5ba2\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u304b\u3089\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u63a2\u3057\u51fa\u3059\u3088\u308a\u3082\u3001\u3059\u3079\u3066\u30921\u304b\u6240\u3067\u7ba1\u7406\u3067\u304d\u308b\u3053\u3068\u3092\u9ad8\u304f\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u30dd\u30fc\u30bf\u30eb\u306f\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3092\u53cd\u6620\u3057\u3001InvestGlass\u306f\u821e\u53f0\u88cf\u3067\u5b89\u5168\u306a\u30a4\u30f3\u30d5\u30e9\u3092\u7ba1\u7406\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-and-ai-to-reduce-manual-effort\">\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3059\u81ea\u52d5\u5316\u3068AI<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30a6\u30a7\u30eb\u30ab\u30e0\u30e1\u30fc\u30eb\u306e\u9001\u4fe1\u3001\u30ec\u30d3\u30e5\u30fc\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306e\u4f5c\u6210\u3001\u4e0d\u8db3\u66f8\u985e\u306e\u30d5\u30e9\u30b0\u4ed8\u3051\u306a\u3069\u306e\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u30bf\u30b9\u30af\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30b9\u30bf\u30c3\u30d5\u306b\u6642\u9593\u3092\u9084\u5143\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u30c4\u30fc\u30eb\u306f\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u5206\u985e\u3001\u9867\u5ba2\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306e\u8981\u7d04\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306e\u6b21\u5584\u306e\u884c\u52d5\u306e\u63d0\u6848\u306a\u3069\u3092\u652f\u63f4\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u9867\u5ba2\u3068\u306e\u9762\u8ac7\u3092\u63a7\u3048\u305f\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001AI\u304c\u4f5c\u6210\u3057\u305f\u9867\u5ba2\u306e\u8ca1\u52d9\u76ee\u6a19\u3084\u6700\u8fd1\u306e\u3084\u308a\u53d6\u308a\u306b\u95a2\u3059\u308b\u8981\u7d04\u3092\u7d20\u65e9\u304f\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30eb\u30fc\u30eb\u3084AI\u6a5f\u80fd\u306f\u3001\u4f1a\u793e\u306e\u30ea\u30b9\u30af\u9078\u597d\u5ea6\u3084\u898f\u5236\u74b0\u5883\u306b\u5408\u308f\u305b\u3066\u8a2d\u5b9a\u3067\u304d\u308b\u3002\u76ee\u6a19\u306f\u3001\u91cd\u8981\u306a\u610f\u601d\u6c7a\u5b9a\u306b\u5bfe\u3059\u308b\u4eba\u9593\u306e\u76e3\u8996\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u751f\u7523\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-client-onboarding-checklist-for-simplified-financial-workflows\">\u91d1\u878d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7c21\u7d20\u5316\u3059\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u306f\u30012025\u5e74\u304a\u3088\u30732026\u5e74\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u3064\u3044\u3066\u3001\u5b9f\u7528\u7684\u3067\u3001\u307b\u307c\u3059\u3050\u306b\u4f7f\u3048\u308b\u30ea\u30b9\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30ea\u30fc\u30c0\u30fc\u306f\u3001\u305d\u308c\u305e\u308c\u306e\u6a5f\u95a2\u306e\u5177\u4f53\u7684\u306a\u8981\u4ef6\u306b\u5408\u308f\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u306f\u3001InvestGlass\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5185\u3067\u76f4\u63a5\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u8ffd\u8de1\u3068\u8aac\u660e\u8cac\u4efb\u3092\u679c\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-essential-items-for-a-simplified-onboarding-checklist\">\u7c21\u7d20\u5316\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u306e\u5fc5\u9808\u9805\u76ee<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6e96\u5099\u6bb5\u968e<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5197\u9577\u306a\u8cea\u554f\u3092\u907f\u3051\u308b\u305f\u3081\u3001\u30d5\u30a9\u30fc\u30e0\u3092\u9001\u4fe1\u3059\u308b\u524d\u306b\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3068\u88fd\u54c1\u7bc4\u56f2\u3092\u78ba\u8a8d\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u53d7\u76ca\u8005\u3001\u627f\u8a8d\u3055\u308c\u305f\u7f72\u540d\u8005\u3092\u542b\u3080\u3001\u5fc5\u8981\u306a\u53c2\u52a0\u8005\u5168\u54e1\u306e\u7279\u5b9a<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u306e\u8abf\u6574\u3092\u62c5\u5f53\u3059\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30ca\u30fc\u3092\u4efb\u547d\u3059\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30a4\u30f3\u30c6\u30fc\u30af\u6bb5\u968e<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u96fb\u8a71\u3001\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u5730\u3001\u653f\u6cbb\u7684\u306b\u516c\u958b\u3055\u308c\u3066\u3044\u308b\u4eba\u7269\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u30d5\u30a3\u30fc\u30eb\u30c9\u306a\u3069\u3001\u4e3b\u8981\u306a\u9023\u7d61\u5148\u30c7\u30fc\u30bf\u3092\u542b\u3080CRM\u30ec\u30b3\u30fc\u30c9\u3092\u4f5c\u6210\u307e\u305f\u306f\u66f4\u65b0\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u660e\u78ba\u306a\u671f\u9650\u3068\u554f\u984c\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u306e\u30b5\u30dd\u30fc\u30c8\u7a93\u53e3\u3092\u8a18\u8f09\u3057\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u6848\u5185\u72b6\u3092\u9001\u4ed8\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3068\u30b9\u30c6\u30fc\u30bf\u30b9\u306e\u8ffd\u8de1\u306e\u305f\u3081\u306b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u691c\u8a3c\u6bb5\u968e<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u66f8\u985e\u306e\u30b9\u30ad\u30e3\u30f3\u3084\u30d0\u30a4\u30aa\u30e1\u30c8\u30ea\u30c3\u30af\u30fb\u30c1\u30a7\u30c3\u30af\u306a\u3069\u3001\u30c7\u30b8\u30bf\u30eb\u65b9\u5f0f\u306b\u3088\u308b\u5b8c\u5168\u306a\u672c\u4eba\u78ba\u8a8d<\/li>\n\n\n\n<li>\u6295\u8cc7\u76ee\u7684\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3001\u8cc7\u91d1\u6e90\u306b\u95a2\u3059\u308bKYC\u30a2\u30f3\u30b1\u30fc\u30c8\u306b\u56de\u7b54\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30d1\u30b9\u30dd\u30fc\u30c8\u306e\u30b9\u30ad\u30e3\u30f3\u3001\u4f4f\u6240\u8a3c\u660e\u3001\u8ca1\u7523\u8a3c\u660e\u306a\u3069\u306e\u88dc\u52a9\u66f8\u985e\u3092\u6dfb\u4ed8\u3059\u308b\u3002<\/li>\n\n\n\n<li>AML\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3068\u5236\u88c1\u30c1\u30a7\u30c3\u30af\u3092\u5b9f\u65bd\u3057\u3001\u305d\u306e\u7d50\u679c\u3092\u6587\u66f8\u5316\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3092\u5b8c\u4e86\u3057\u3001\u5fc5\u8981\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u627f\u8a8d\u3092\u5f97\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u53e3\u5ea7\u958b\u8a2d\u6bb5\u968e<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5fc5\u8981\u306a\u3059\u3079\u3066\u306e\u95a2\u4fc2\u8005\u3092\u542b\u3080\u96fb\u5b50\u7f72\u540d\u306e\u305f\u3081\u306e\u5951\u7d04\u66f8\u304a\u3088\u3073\u59d4\u4efb\u72b6\u3092\u4f5c\u6210\u3057\u3001\u9001\u4fe1\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30ab\u30b9\u30c8\u30c7\u30a3\u30fb\u30b7\u30b9\u30c6\u30e0\u307e\u305f\u306f\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3067\u9867\u5ba2\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b<\/li>\n\n\n\n<li>\u6599\u91d1\u4f53\u7cfb\u3068\u30ec\u30dd\u30fc\u30c8\u8a2d\u5b9a\u306e\u8a2d\u5b9a<\/li>\n\n\n\n<li>\u5408\u610f\u3055\u308c\u305f\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u57fa\u3065\u304d\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u78ba\u7acb\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a6\u30a7\u30eb\u30ab\u30e0\u30d5\u30a7\u30fc\u30ba<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6700\u521d\u306e\u8cc7\u91d1\u8abf\u9054\u3092\u78ba\u8a8d\u3057\u3001\u53e3\u5ea7\u304c\u5b8c\u5168\u306b\u7a3c\u52d5\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b<\/li>\n\n\n\n<li>\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30a2\u30af\u30bb\u30b9\u65b9\u6cd5\u3068\u4e3b\u8981\u9023\u7d61\u5148\u3092\u8a18\u8f09\u3057\u305f\u30a6\u30a7\u30eb\u30ab\u30e0\u30d1\u30c3\u30b1\u30fc\u30b8\u3092\u9001\u4ed8<\/li>\n\n\n\n<li>30\uff5e45\u65e5\u4ee5\u5185\u306b\u6700\u521d\u306e\u6226\u7565\u4f1a\u8b70\u307e\u305f\u306f\u691c\u8a0e\u4f1a\u8b70\u3092\u958b\u50ac\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30ec\u30d9\u30eb\u306b\u57fa\u3065\u3044\u3066\u7d99\u7d9a\u7684\u306aKYC\u30ec\u30d3\u30e5\u30fc\u30b5\u30a4\u30af\u30eb\u3092\u8a08\u753b\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-to-keep-onboarding-simple-and-client-centric\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30b7\u30f3\u30d7\u30eb\u304b\u3064\u9867\u5ba2\u4e2d\u5fc3\u306b\u884c\u3046\u305f\u3081\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3060\u3051\u3067\u306f\u5341\u5206\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u306e\u898f\u5f8b\u3068\u7d44\u7e54\u6587\u5316\u3082\u540c\u69d8\u306b\u91cd\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u95a2\u3059\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30c7\u30b6\u30a4\u30f3\u3001\u30ac\u30d0\u30ca\u30f3\u30b9\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u72ec\u7acb\u7cfb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30a2\u30ab\u30a6\u30f3\u30c8\u3001\u6295\u8cc7\u30b5\u30fc\u30d3\u30b9\u3092\u6c42\u3081\u308b\u4f1a\u8a08\u4e8b\u52d9\u6240\u306a\u3069\u3001\u3069\u306e\u3088\u3046\u306a\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u5834\u5408\u306b\u3082\u5f53\u3066\u306f\u307e\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-design-onboarding-around-real-client-journeys\">\u5b9f\u969b\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u57fa\u3065\u3044\u3066\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30c7\u30b6\u30a4\u30f3\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u793e\u5185\u306e\u7d44\u7e54\u69cb\u9020\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u306e\u72b6\u6cc1\u306b\u5fdc\u3058\u3066\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3002\u521d\u3081\u3066\u306e\u6295\u8cc7\u5bb6\u306f\u3001\u4f1a\u793e\u3092\u58f2\u5374\u3059\u308b\u8d77\u696d\u5bb6\u3084\u8907\u6570\u4e16\u4ee3\u306e\u8cc7\u7523\u3092\u6301\u3064\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3068\u306f\u7570\u306a\u308b\u30cb\u30fc\u30ba\u3092\u6301\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u308c\u305e\u308c\u306e\u72b6\u6cc1\u306b\u5408\u308f\u305b\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u60c5\u5831\u91cf\u3068\u30b9\u30d4\u30fc\u30c9\u3092\u8abf\u6574\u3059\u308b\u3002\u82e5\u3044\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u304c\u521d\u3081\u3066\u6295\u8cc7\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\u5834\u5408\u306f\u3001\u6570\u5206\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5b8c\u4e86\u3055\u305b\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u8907\u96d1\u306a\u4f01\u696d\u69cb\u9020\u3067\u3042\u308c\u3070\u3001\u6570\u9031\u9593\u306e\u5206\u6790\u304c\u5fc5\u8981\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd1\u5e74\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u9867\u5ba2\u3078\u306e\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u304b\u3089\u3001\u53d6\u308a\u9664\u304f\u3079\u304d\u6469\u64e6\u70b9\u304c\u898b\u3048\u3066\u304f\u308b\u3002\u9867\u5ba2\u306f\u3069\u3053\u306b\u4e0d\u6e80\u3092\u611f\u3058\u3066\u3044\u308b\u306e\u304b\uff1f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u4e0d\u5fc5\u8981\u306a\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u60c5\u5831\u3092\u8ffd\u3063\u3066\u3044\u308b\u3068\u3053\u308d\u306f\u3069\u3053\u304b\uff1f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u6700\u5c0f\u9650\u306e\u8ffd\u52a0\u8a2d\u5b9a\u3067\u3053\u308c\u3089\u306e\u7570\u306a\u308b\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u53cd\u6620\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u898f\u6a21\u306b\u5fdc\u3058\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-communicate-in-clear-and-predictable-steps\">\u660e\u78ba\u3067\u4e88\u6e2c\u53ef\u80fd\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u4f1d\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u521d\u65e5\u306b\u306f\u30a6\u30a7\u30eb\u30ab\u30e0\u30e1\u30fc\u30eb\u30013\u65e5\u76ee\u306b\u306f\u30d5\u30a9\u30fc\u30e0\u306b\u4e0d\u5099\u304c\u3042\u3063\u305f\u5834\u5408\u306e\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3001\u305d\u3057\u3066\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u7d42\u4e86\u3059\u308b\u307e\u3067\u6bce\u9031\u66f4\u65b0\u3059\u308b\u3001\u3068\u3044\u3063\u305f\u30b7\u30f3\u30d7\u30eb\u306a\u6587\u8a00\u3067\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u7acb\u3066\u307e\u3057\u3087\u3046\u3002\u3059\u3079\u3066\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30d7\u30ed\u30bb\u30b9\u306e\u3069\u306e\u6bb5\u968e\u306b\u3044\u308b\u306e\u304b\u3001\u305d\u3057\u3066\u4f55\u304c\u6b8b\u3063\u3066\u3044\u308b\u306e\u304b\u3092\u7e70\u308a\u8fd4\u3057\u4f1d\u3048\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b63\u78ba\u306a\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u306f\u3001\u7279\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af\u306b\u6570\u65e5\u3092\u8981\u3059\u308b\u5834\u5408\u306e\u4e0d\u5b89\u3092\u8efd\u6e1b\u3059\u308b\u3002KYC\u306e\u5be9\u67fb\u306b\u901a\u5e382\u55b6\u696d\u65e5\u304b\u304b\u308b\u3053\u3068\u3092\u77e5\u3063\u3066\u3044\u308b\u9867\u5ba2\u306f\u3001\u3059\u3050\u306b\u8fd4\u4e8b\u304c\u306a\u304f\u3066\u3082\u5fc3\u914d\u3059\u308b\u3053\u3068\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u500b\u4eba\u7684\u306a\u30e1\u30e2\u3092\u53ef\u80fd\u306b\u3057\u306a\u304c\u3089\u3082\u3001\u3053\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u6a19\u6e96\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u81ea\u52d5\u5316\u3068\u4eba\u9593\u7684\u306a\u30bf\u30c3\u30c1\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u500b\u4eba\u7684\u306a\u611f\u899a\u3092\u6b8b\u3057\u305f\u52b9\u7387\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u304c\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-empower-staff-with-training-and-internal-playbooks\">\u7814\u4fee\u3068\u793e\u5185\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u3067\u30b9\u30bf\u30c3\u30d5\u306b\u529b\u3092\u4e0e\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u30b5\u30dd\u30fc\u30c8\u30fb\u30b9\u30bf\u30c3\u30d5\u306b\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u306e\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8\u3068\u30b9\u30af\u30ea\u30d7\u30c8\u3092\u542b\u3080\u660e\u78ba\u306a\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u3092\u63d0\u4f9b\u3059\u308b\u3002\u4eba\u306f\u7406\u89e3\u3067\u304d\u306a\u3044\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u3046\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7acb\u3061\u4e0a\u3052\u308b\u969b\u306e\u77ed\u3044\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30bb\u30c3\u30b7\u30e7\u30f3\u306b\u306f\u3001\u30c6\u30b9\u30c8\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u4f7f\u3063\u305f\u7df4\u7fd2\u3092\u542b\u3081\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u30c1\u30fc\u30e0\u69cb\u6210\u304c\u91cd\u8981\u3067\u3042\u308b\u3002\u5b66\u7fd2\u66f2\u7dda\u3092\u901a\u3058\u3066\u540c\u50da\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u30c1\u30e3\u30f3\u30d4\u30aa\u30f3\u3092\u7279\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5247\u3084\u66f8\u5f0f\u306e\u5909\u66f4\u306b\u5408\u308f\u305b\u3066\u5b9a\u671f\u7684\u306b\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u3092\u884c\u3044\u3001\u5168\u30c1\u30fc\u30e0\u306e\u8db3\u4e26\u307f\u3092\u63c3\u3048\u308b\u3002\u65b0\u3057\u3044\u30a2\u30f3\u30b1\u30fc\u30c8\u304c\u958b\u59cb\u3055\u308c\u305f\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30eb\u30fc\u30eb\u304c\u66f4\u65b0\u3055\u308c\u305f\u308a\u3057\u305f\u5834\u5408\u306f\u3001\u5168\u54e1\u304c\u305d\u306e\u5909\u66f4\u70b9\u3092\u7406\u89e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u793e\u5185\u30ca\u30ec\u30c3\u30b8\u30d9\u30fc\u30b9\u306e\u30da\u30fc\u30b8\u3084\u624b\u9806\u3092CRM\u5185\u306b\u4fdd\u6301\u3057\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u4e2d\u306b\u7d20\u65e9\u304f\u53c2\u7167\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-align-onboarding-with-broader-client-lifecycle-management\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5e83\u7bc4\u306a\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\u3068\u9023\u643a\u3055\u305b\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u7d99\u7d9a\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30d3\u30e5\u30fc\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u30b5\u30fc\u30d3\u30b9\u30fb\u30d7\u30ed\u30bb\u30b9\u304b\u3089\u5207\u308a\u96e2\u3055\u308c\u3066\u306f\u306a\u3089\u306a\u3044\u3002\u30b9\u30e0\u30fc\u30ba\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u5168\u4f53\u306b\u5bfe\u3059\u308b\u671f\u5f85\u3092\u8a2d\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u53d6\u5f97\u3057\u305f\u30c7\u30fc\u30bf\u306f\u3001\u6295\u8cc7\u9069\u683c\u6027\u306e\u30c1\u30a7\u30c3\u30af\u3001\u691c\u8a0e\u4f1a\u8b70\u306e\u6e96\u5099\u3001\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u306e\u6a5f\u4f1a\u306a\u3069\u3001\u5c06\u6765\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306b\u5f79\u7acb\u3064\u306f\u305a\u3060\u3002\u9867\u5ba2\u306e\u8ca1\u52d9\u76ee\u6a19\u304c\u3059\u3067\u306b\u5206\u304b\u3063\u3066\u3044\u308b\u5834\u5408\u306f\u3001\u6539\u3081\u3066\u5c0b\u306d\u308b\u5fc5\u8981\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b8c\u5168\u306a\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u30fb\u30d3\u30e5\u30fc\u306f\u3001\u4f55\u5e74\u306b\u3082\u308f\u305f\u308b\u95a2\u4fc2\u6027\u306e\u4e2d\u3067\u540c\u3058\u60c5\u5831\u3092\u7e70\u308a\u8fd4\u3057\u8981\u6c42\u3059\u308b\u3053\u3068\u3092\u9632\u304e\u307e\u3059\u3002InvestGlass\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u7d71\u5408\u3057\u3001\u3053\u306e\u7d99\u7d9a\u7684\u306a\u9867\u5ba2\u306e\u65c5\u3092\u30b5\u30dd\u30fc\u30c8\u3057\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\" 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controls. Modern financial firms can reduce onboarding times from weeks to days by using digital forms, e signature, and automated checks. InvestGlass offers a Swiss hosted CRM and onboarding suite that unifies data capture, KYC, portfolio setup, and client communication in one place. A standard workflow template for 2025 and beyond should include digital ID verification, smart questionnaires, automated risk scoring, and a client portal. Simplifying onboarding improves compliance quality, client satisfaction, and operational efficiency at the same time. The client onboarding process in financial services has long been a source of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29253,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[95],"class_list":["post-49130","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","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 Simplify Financial Client Onboarding | InvestGlass<\/title>\n<meta name=\"description\" content=\"Simplified onboarding means fewer touchpoints, less data rekeying, and faster\" \/>\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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