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class=\"wp-block-heading\" id=\"h-introduction-to-crm\">CRM\u5165\u9580<\/h2>\n\n\n\n<p 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class=\"wp-block-heading\" id=\"h-why-choose-a-swiss-hosted-crm-instead-of-a-generic-cloud-crm\">\u4e00\u822c\u7684\u306a\u30af\u30e9\u30a6\u30c9CRM\u3067\u306f\u306a\u304f\u30b9\u30a4\u30b9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0CRM\u3092\u9078\u3076\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c73\u56fd\u306e\u5927\u624b\u30af\u30e9\u30a6\u30c9CRM\u30d9\u30f3\u30c0\u30fc\u306f\u6b27\u5dde\u3067\u3082\u7a4d\u6975\u7684\u306b\u4e8b\u696d\u3092\u5c55\u958b\u3057\u3066\u3044\u308b\u304c\u3001\u305d\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30fb\u30e2\u30c7\u30eb\u306f\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306b\u3068\u3063\u3066\u6469\u64e6\u3092\u751f\u3080\u3002CRM\u30b7\u30b9\u30c6\u30e0\u304c\u6d77\u5916\u306e\u53f8\u6cd5\u7ba1\u8f44\u4e0b\u306b\u3042\u308b\u30b5\u30fc\u30d0\u30fc\u306b\u9867\u5ba2\u60c5\u5831\u3092\u4fdd\u5b58\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u304c\u7ba1\u7406\u306b\u82e6\u616e\u3059\u308b\u6cd5\u7684\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3092\u5f15\u304d\u7d99\u3050\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">GDPR\u3001\u30b9\u30a4\u30b9\u306enFADP\u3001\u305d\u3057\u3066\u7c73\u56fd\u306eCLOUD\u6cd5\u306e\u3088\u3046\u306a\u6cd5\u5f8b\u304c\u62b5\u89e6\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u3084\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306f\u96e3\u3057\u3044\u7acb\u5834\u306b\u7acb\u305f\u3055\u308c\u308b\u3002\u7c73\u56fd\u5f53\u5c40\u306f\u3001\u7c73\u56fd\u306b\u672c\u793e\u3092\u7f6e\u304f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696d\u306b\u5bfe\u3057\u3001\u4e16\u754c\u306e\u3069\u3053\u306b\u3067\u3082\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u30c7\u30fc\u30bf\u3092\u63d0\u51fa\u3059\u308b\u3088\u3046\u5f37\u5236\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u56fd\u5185\u3067\u306e\u307f\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u3053\u306e\u7dca\u5f35\u3092\u89e3\u6d88\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30a4\u30b9\u56fd\u5185\u3067\u306f\u3001\u53b3\u683c\u306a\u898f\u5236\u304c\u30c7\u30fc\u30bf\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u7ba1\u7406\u3057\u3001\u5916\u56fd\u304b\u3089\u306e\u53ec\u559a\u72b6\u306f\u81ea\u52d5\u7684\u306a\u6a29\u9650\u3092\u6301\u3061\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5916\u8cc7\u7cfbCRO\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u4f7f\u7528\u3059\u308b\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306e\u73fe\u5b9f\u7684\u306a\u30ea\u30b9\u30af\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u30b9\u30a4\u30b9\u4ee5\u5916\u306e\u5f53\u5c40\u304b\u3089\u306e\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9867\u5ba2\u30c7\u30fc\u30bf\u3078\u306e\u30a2\u30af\u30bb\u30b9\u8981\u6c42\u306f\u3001\u9280\u884c\u6a5f\u5bc6\u3092\u8105\u304b\u3059\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002FINMA\u306b\u3088\u308b\u898f\u5236\u5f53\u5c40\u306e\u76e3\u67fb\u306b\u3088\u308a\u3001\u7b2c\u4e09\u56fd\u3092\u7d4c\u7531\u3059\u308b\u60c5\u5831\u51e6\u7406\u306e\u53d6\u308a\u6c7a\u3081\u304c\u6307\u6458\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u696d\u52d9\u304c\u7c73\u56fd\u3084\u30a2\u30b8\u30a2\u306e\u30a4\u30f3\u30d5\u30e9\u3067\u5b9f\u884c\u3055\u308c\u3066\u3044\u308b\u5834\u5408\u3001\u30b9\u30a4\u30b9\u306e\u7ba1\u8f44\u6a29\u3092\u7d04\u675f\u3059\u308b\u9867\u5ba2\u5951\u7d04\u306e\u5c65\u884c\u304c\u56f0\u96e3\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c8\u578bCRM\u3068\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30de\u30eb\u30c1\u30c6\u30ca\u30f3\u30c8\u578b\u30af\u30e9\u30a6\u30c9\u3092\u6bd4\u8f03\u3059\u308b\u3068\u3001\u660e\u78ba\u306a\u30c8\u30ec\u30fc\u30c9\u30aa\u30d5\u304c\u660e\u3089\u304b\u306b\u306a\u308b\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30b9\u30b1\u30fc\u30eb\u3068\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u5e45\u5e83\u3055\u3092\u63d0\u4f9b\u3057\u307e\u3059\u304c\u3001\u91d1\u878d\u898f\u5236\u306e\u305f\u3081\u306b\u5e83\u7bc4\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u5fc5\u8981\u3068\u3057\u3001\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u306e\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u304c\u5236\u9650\u3055\u308c\u307e\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4e8b\u524d\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u73fe\u5730\u306e\u7ba1\u8f44\u4fdd\u8a3c\u3001\u898f\u5236\u306e\u72b6\u6cc1\u3092\u7406\u89e3\u3059\u308b\u30b9\u30a4\u30b9\u30d9\u30fc\u30b9\u306e\u30b5\u30dd\u30fc\u30c8\u30fb\u30c1\u30fc\u30e0\u3068\u306e\u76f4\u63a5\u7684\u306a\u95a2\u4fc2\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-the-swiss-hosted-crm-built-for-financial-institutions\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u30b9\u30a4\u30b9\u306e\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u30db\u30b9\u30c6\u30a3\u30f3\u30b0CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u6b27\u5dde\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u306b\u5408\u308f\u305b\u305f\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u30662010\u5e74\u4ee3\u534a\u3070\u306b\u767a\u58f2\u3055\u308c\u307e\u3057\u305f\u3002\u30b9\u30a4\u30b9\u3067\u958b\u767a\u3055\u308c\u305fInvestGlass\u306f\u3001\u6b27\u5dde\u91d1\u878d\u6a5f\u95a2\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u696d\u52d9\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u307e\u3057\u305f\u3002\u4eca\u65e5\u3001\u30b9\u30a4\u30b9\u3068\u30e8\u30fc\u30ed\u30c3\u30d1\u4e2d\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u72ec\u7acb\u7cfb\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u30d6\u30ed\u30fc\u30ab\u30fc\u304c\u30bd\u30d6\u30ea\u30f3\u30fb\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u306e\u4e2d\u3067\u9867\u5ba2\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306bInvestGlass\u3092\u5229\u7528\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3001\u5bfe\u8a71\u3001\u6587\u66f8\u3001\u6295\u8cc7\u55dc\u597d\u3092\u3001\u3059\u3079\u3066\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u5358\u4e00\u306eCRM\u30c4\u30fc\u30eb\u306b\u4e00\u5143\u5316\u3059\u308b\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u5206\u96e2\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u9593\u3092\u5207\u308a\u66ff\u3048\u308b\u3053\u3068\u306a\u304f\u3001\u5b8c\u5168\u306a\u9867\u5ba2\u5c65\u6b74\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u76e3\u67fb\u8a3c\u8de1\u3092\u901a\u3058\u3066\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u53ef\u8996\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u30ab\u30d0\u30fc\u3059\u308b\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002CRM\u306f\u30ea\u30fc\u30c9\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3001\u30aa\u30dd\u30c1\u30e5\u30cb\u30c6\u30a3\u30fb\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3001\u53ce\u76ca\u4e88\u6e2c\u3092\u884c\u3044\u307e\u3059\u3002. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5954\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u96fb\u5b50\u7f72\u540d\u6a5f\u80fd\u3092\u5099\u3048\u305f\u30e2\u30d0\u30a4\u30eb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30d5\u30a9\u30fc\u30e0\u3067\u65b0\u898f\u9867\u5ba2\u60c5\u5831\u3092\u53d6\u5f97\u3057\u307e\u3059\u3002KYC\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u5236\u88c1\u30ea\u30b9\u30c8\u3084PEP\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3068\u7167\u3089\u3057\u5408\u308f\u305b\u3066\u898b\u8fbc\u307f\u5ba2\u3092\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306f\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u6307\u6a19\u3092\u8868\u793a\u3057\u307e\u3059\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/vi\/%e8%bf%94%e9%87%91%e3%82%b5%e3%83%9d%e3%83%bc%e3%83%88%e7%94%a8%e3%82%ab%e3%82%b9%e3%82%bf%e3%83%9e%e3%83%bc%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9e%e3%83%a1%e3%83%bc%e3%83%ab%e3%83%86%e3%83%b3%e3%83%97\/\" target=\"_self\">\u30e1\u30fc\u30eb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/a> \u3068\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u304c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u8a2d\u8a08\u306e\u539f\u52d5\u529bInvestGlass\u306fMiFID II\u9069\u5408\u6027\u8a55\u4fa1\u3001FINMA\u56de\u89a7\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3001, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\"  rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5955\">ESG<\/a> \u55dc\u597d\u8a18\u9332\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u6d41\u901a\u7ba1\u7406\u3002\u3059\u3079\u3066\u306e\u6a5f\u80fd\u306f\u3001\u4e00\u822c\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u524d\u63d0\u3067\u306f\u306a\u304f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u7279\u6709\u306e\u8981\u6c42\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c8\u578bCRM\u3068\u3057\u3066\u306eInvestGlass\u306e\u6a5f\u80fd\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c7\u30fc\u30bf\u3092\u7d71\u5408\u3057\u305f\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb<\/li>\n\n\n\n<li>\u53e3\u5ea7\u958b\u8a2d\u304a\u3088\u3073\u6295\u8cc7\u63d0\u6848\u306e\u305f\u3081\u306e\u8a2d\u5b9a\u53ef\u80fd\u306a\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li>\n\n\n\n<li>PEP\u304a\u3088\u3073\u5236\u88c1\u63aa\u7f6e\u306e\u81ea\u52d5\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3068\u30b9\u30a4\u30b9\u30db\u30b9\u30c8\u306b\u3088\u308b\u8a18\u9332\u7ba1\u7406<\/li>\n\n\n\n<li>\u30bb\u30ad\u30e5\u30a2\u306a\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u5171\u6709\u3068\u30ec\u30dd\u30fc\u30c8\u914d\u4fe1\u3092\u53ef\u80fd\u306b\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/li>\n\n\n\n<li>\u9280\u884c\u6a5f\u5bc6\u3068\u30aa\u30d7\u30c8\u30a4\u30f3\u8981\u4ef6\u3092\u5c0a\u91cd\u3057\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-data-sovereignty-and-privacy-with-swiss-hosted-investglass\">\u30b9\u30a4\u30b9\u306eInvestGlass\u30db\u30b9\u30c8\u306b\u3088\u308b\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306f\u3001\u6570\u5341\u5e74\u306b\u308f\u305f\u308b\u9280\u884c\u306e\u4f1d\u7d71\u3068\u6700\u8fd1\u306e\u6cd5\u6539\u6b63\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u306e\u8056\u57df\u3068\u3057\u3066\u306e\u540d\u58f0\u3092\u7372\u5f97\u3057\u307e\u3057\u305f\u3002\u6539\u6b63\u30b9\u30a4\u30b9\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\uff08nFADP\uff09\u306f2023\u5e749\u6708\u3088\u308a\u65bd\u884c\u3055\u308c\u3001\u6b27\u5dde\u9023\u5408\uff08EU\uff09\u306b\u5bfe\u3059\u308b\u30b9\u30a4\u30b9\u306e\u9069\u5207\u6027\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u500b\u4eba\u306e\u6a29\u5229\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u30b9\u30a4\u30b9\u56fd\u5185\u3067\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u969b\u3001\u3053\u306e\u4e8c\u91cd\u306e\u4fdd\u8b77\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u4f7f\u7528\u3057\u3001\u4f01\u696d\u30b0\u30ec\u30fc\u30c9\u306e\u6697\u53f7\u5316\u3067\u901a\u4fe1\u4e2d\u3082\u4fdd\u7ba1\u4e2d\u3082\u6697\u53f7\u5316\u3057\u307e\u3059\u3002\u76e3\u67fb\u30ed\u30b0\u306f\u3059\u3079\u3066\u306e\u6a5f\u5bc6\u884c\u70ba\u3092\u8a18\u9332\u3057\u307e\u3059\u3002\u304d\u3081\u7d30\u304b\u306a\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u306b\u3088\u308a\u3001\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u306f\u305d\u308c\u305e\u308c\u306e\u5f79\u5272\u306b\u95a2\u9023\u3059\u308b\u9867\u5ba2\u60c5\u5831\u306e\u307f\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u9867\u5ba2\u60c5\u5831\u306f\u4e00\u5143\u5316\u3055\u308c\u305f\u5b89\u5168\u306a\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306b\u4fdd\u5b58\u3055\u308c\u3001\u52b9\u7387\u7684\u306a\u7ba1\u7406\u3068\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306e\u9075\u5b88\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u7ba1\u7406\u8005\u306f\u3001\u30b9\u30a4\u30b9\u306e\u7ba1\u8f44\u4e0b\u306b\u3042\u308b\u660e\u78ba\u306a\u30c7\u30fc\u30bf\u51e6\u7406\u5951\u7d04\u306b\u3088\u3063\u3066\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u308b\u3001\u30b9\u30a4\u30b9\u56fd\u5185\u306e\u307f\u306b\u30c7\u30fc\u30bf\u304c\u6b8b\u308b\u3088\u3046\u306b\u8a2d\u5b9a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u4f53\u306e\u6a29\u5229\u3001\u4fdd\u6301\u30eb\u30fc\u30eb\u3001\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u30ed\u30b0\u3092\u76f4\u63a5Crm\u5185\u3067\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001GDPR\u3068nFADP\u306e\u4e21\u65b9\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306fInvestGlass\u306e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3092\u96e2\u308c\u308b\u3053\u3068\u306a\u304f\u3001\u30c7\u30fc\u30bf\u5165\u529b\u8981\u6c42\u3001\u524a\u9664\u8981\u6c42\u3001\u30dd\u30fc\u30bf\u30d3\u30ea\u30c6\u30a3\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3069\u306e\u3088\u3046\u306b\u5916\u56fd\u306e\u6cd5\u7684\u8981\u6c42\u306b\u3055\u3089\u3055\u308c\u308b\u6a5f\u4f1a\u3092\u6e1b\u3089\u3057\u3066\u3044\u308b\u304b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b9\u30a4\u30b9\u6cd5\u306b\u57fa\u3065\u304d\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u307f\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30c7\u30fc\u30bf<\/li>\n\n\n\n<li>\u5916\u56fd\u304b\u3089\u306e\u53ec\u559a\u72b6\u3084\u30c7\u30fc\u30bf\u8981\u6c42\u306b\u81ea\u52d5\u7684\u306b\u306f\u5fdc\u3058\u306a\u3044<\/li>\n\n\n\n<li>\u30b9\u30a4\u30b9\u306e\u88c1\u5224\u7ba1\u8f44\u3092\u660e\u8a18\u3057\u305f\u660e\u78ba\u306a\u5951\u7d04\u306e\u67a0\u7d44\u307f<\/li>\n\n\n\n<li>\u898f\u5236\u5f53\u5c40\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306e\u900f\u660e\u306a\u30c7\u30fc\u30bf\u51e6\u7406\u767b\u9332\u7c3f<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-crm-features-tailored-to-swiss-and-european-financial-markets\">\u30b9\u30a4\u30b9\u3068\u30e8\u30fc\u30ed\u30c3\u30d1\u306e\u91d1\u878d\u5e02\u5834\u306b\u5408\u308f\u305b\u305fCRM\u306e\u30b3\u30a2\u6a5f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30c3\u30c9CRM\u306f\u3001\u5358\u306b\u30b3\u30f3\u30bf\u30af\u30c8\u30a2\u30c9\u30ec\u30b9\u3092\u4fdd\u5b58\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u696d\u754c\u306b\u7279\u5316\u3057\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7d44\u307f\u8fbc\u3080\u5fc5\u8981\u304c\u3042\u308b\u3002\u4e00\u822c\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u3068\u3063\u3066\u5b9f\u969b\u306b\u91cd\u8981\u306a\u60c5\u5831\u3092\u8ffd\u8de1\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u307e\u3067\u306b\u6570\u30f6\u6708\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u5fc5\u8981\u3067\u3059\u3002\u7d71\u5408\u3055\u308c\u305f\u8ca1\u52d9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u52a0\u3048\u3066\u3001InvestGlass\u306f\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306e\u5305\u62ec\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u4e00\u90e8\u3068\u3057\u3066\u4f1a\u8a08\u30d7\u30ed\u30bb\u30b9\u3082\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u5411\u3051\u55b6\u696d\u30c1\u30fc\u30e0\u306e\u30ea\u30fc\u30c9\u3001\u30aa\u30dd\u30c1\u30e5\u30cb\u30c6\u30a3\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3001\u53ce\u76ca\u4e88\u6e2c\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002\u5404\u9867\u5ba2\u306e\u8a18\u9332\u306b\u306f\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u6295\u8cc7\u76ee\u7684\u3001ESG\u306e\u55dc\u597d\u3001\u8a18\u5165\u6e08\u307f\u306eMiFID II\u30a2\u30f3\u30b1\u30fc\u30c8\u304c\u4fdd\u5b58\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u500b\u5225\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30b7\u30b9\u30c6\u30e0\u3067\u691c\u7d22\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001CRO\u5185\u3067\u76f4\u63a5\u3053\u306e\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u66f8\u7ba1\u7406\u306b\u3088\u308a\u3001\u5951\u7d04\u66f8\u3001\u8eab\u5206\u8a3c\u660e\u66f8\u3001\u901a\u4fe1\u6587\u66f8\u304c\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u6dfb\u4ed8\u3055\u308c\u307e\u3059\u3002\u30bb\u30ad\u30e5\u30a2\u306aE\u30e1\u30fc\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u3001\u4e00\u8cab\u3057\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u57fa\u6e96\u3092\u7dad\u6301\u3057\u307e\u3059\u3002\u4f1a\u8b70\u30e1\u30e2\u306b\u306f\u3001\u30c7\u30a3\u30b9\u30ab\u30c3\u30b7\u30e7\u30f3\u3084\u30a2\u30af\u30b7\u30e7\u30f3\u30a2\u30a4\u30c6\u30e0\u304c\u8a18\u9332\u3055\u308c\u3001\u3059\u3079\u3066\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u57fa\u6e96\u304c\u4e00\u5f8b\u306b\u9069\u7528\u3055\u308c\u308b\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u5185\u306b\u4fdd\u5b58\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306eInvestGlass CRM\u753b\u9762\u306e\u5177\u4f53\u4f8b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b9\u30c6\u30fc\u30b8\u5225\u306e\u8ca9\u58f2\u6a5f\u4f1a\u3068\u4e88\u60f3\u53ce\u76ca\u3092\u793a\u3059\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3001\u6295\u8cc7\u5bfe\u8c61\u3001\u4fdd\u6709\u5546\u54c1\u3092\u8868\u793a\u3057\u305f\u9867\u5ba2\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb<\/li>\n\n\n\n<li>\u96fb\u8a71\u3001\u30e1\u30fc\u30eb\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3092\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3059\u308b\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3<\/li>\n\n\n\n<li>\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30fb\u30a2\u30af\u30b7\u30e7\u30f3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u671f\u9650\u3092\u7ba1\u7406\u3059\u308b\u30bf\u30b9\u30af\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/li>\n\n\n\n<li>\u30c1\u30fc\u30e0\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u6e2c\u5b9a\u3059\u308b\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306e\u5831\u544a<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-inside-a-swiss-hosted-crm\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0CRM\u306b\u304a\u3051\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020\u5e74\u4ee5\u964d\u3001\u9060\u9694\u5730\u304b\u3089\u306e\u9867\u5ba2\u7372\u5f97\u304c\u4e0d\u53ef\u6b20\u3068\u306a\u308a\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u9280\u884c\u3084\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306e\u7af6\u4e89\u512a\u4f4d\u6027\u3092\u5de6\u53f3\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002\u624b\u4f5c\u696d\u306b\u3088\u308b\u4e8b\u52d9\u624b\u7d9a\u304d\u306f\u53e3\u5ea7\u958b\u8a2d\u3092\u9045\u3089\u305b\u3001\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u30fb\u30b0\u30ec\u30fc\u30c9\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u6163\u308c\u305f\u898b\u8fbc\u307f\u5ba2\u3092\u3044\u3089\u3060\u305f\u305b\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308a\u3001\u9867\u5ba2\u306f\u643a\u5e2f\u96fb\u8a71\u304b\u3089\u7533\u8acb\u3092\u5b8c\u4e86\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u96fb\u5b50\u7f72\u540d\u306e\u7d71\u5408\u306f\u6cd5\u7684\u62d8\u675f\u529b\u306e\u3042\u308b\u540c\u610f\u3092\u53d6\u5f97\u3057\u307e\u3059\u3002\u66f8\u985e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u6a5f\u80fd\u3067\u8eab\u5206\u8a3c\u660e\u66f8\u3084\u4f4f\u6240\u8a3c\u660e\u3092\u53ce\u96c6\u3002\u30d3\u30c7\u30aa\u306b\u3088\u308b\u672c\u4eba\u78ba\u8a8d\u306f\u3001\u73fe\u5730\u306e\u898f\u5247\u3067\u9060\u9694\u78ba\u8a8d\u304c\u8a31\u53ef\u3055\u308c\u3066\u3044\u308b\u5834\u5408\u3001\u627f\u8a8d\u3055\u308c\u305f\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u63a5\u7d9a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/what-is-kyc-for-cryptocurrencies\/\" target=\"_self\">KYC\u306e\u81ea\u52d5\u5316<\/a> \u30b9\u30a4\u30b9\u304a\u3088\u3073\u56fd\u969b\u7684\u306a\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u63a5\u7d9a\u3057\u3001\u5236\u88c1\u30ea\u30b9\u30c8\u3001PEP\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3001\u4e0d\u5229\u306a\u30e1\u30c7\u30a3\u30a2\u30bd\u30fc\u30b9\u3068\u898b\u8fbc\u307f\u5ba2\u3092\u7167\u5408\u3057\u307e\u3059\u3002\u7d50\u679c\u306fInvestGlass\u306e\u9867\u5ba2\u8a18\u9332\u306b\u76f4\u63a5\u6d41\u308c\u8fbc\u307f\u3001\u30b3\u30a2\u3068\u306a\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c7\u30fc\u30bf\u306f\u30b5\u30fc\u30c9\u30fb\u30d1\u30fc\u30c6\u30a3\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u6563\u5728\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u5185\u306b\u4fdd\u6301\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u306fInvestGlass\u5185\u3067\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u8a2d\u8a08\u3057\u3001\u65b0\u898f\u53e3\u5ea7\u3092\u9069\u5207\u306a\u5be9\u67fb\u6bb5\u968e\u3092\u7d4c\u3066\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3057\u307e\u3059\u3002\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u30c8\u30ea\u30ac\u30fc\u306b\u3088\u308a\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u898b\u8fbc\u307f\u5ba2\u306f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u5f37\u5316\u306e\u305f\u3081\u306b\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u3055\u308c\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u6c7a\u5b9a\u306b\u306f\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u8cac\u4efb\u3042\u308b\u30e6\u30fc\u30b6\u30fc\u306e\u5c5e\u6027\u304c\u4ed8\u4e0e\u3055\u308c\u3001\u76e3\u67fb\u3092\u7c21\u7d20\u5316\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306e\u52b9\u7387\u7684\u306a\u7ba1\u7406\u3092\u5b9f\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c7\u30fc\u30bf\u306f\u81ea\u52d5\u7684\u306bInvestGlass CRM\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u5165\u529b\u3055\u308c\u307e\u3059\u3002\u65b0\u898f\u9867\u5ba2\u306f\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u8868\u793a\u3055\u308c\u3001\u624b\u52d5\u3067\u306e\u30c7\u30fc\u30bf\u5165\u529b\u3084\u5916\u90e8\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u306f\u4e0d\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-portfolio-management-and-client-portal-on-swiss-hosted-investglass\">\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306eInvestGlass\u3067\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3068\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5f93\u6765\u306e\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u306e\u67a0\u3092\u8d85\u3048\u3001\u57fa\u672c\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3068\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u3002\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u8907\u6570\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u307e\u305f\u304c\u3063\u3066\u9867\u5ba2\u60c5\u5831\u3092\u65ad\u7247\u5316\u3059\u308b\u500b\u5225\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u304c\u4e0d\u8981\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001InvestGlass\u5185\u3067\u5404\u9867\u5ba2\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3001\u53d6\u5f15\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u3001\u30ea\u30b9\u30af\u30fb\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3092\u76f4\u63a5\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u7d71\u5408\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u30ea\u30d0\u30e9\u30f3\u30b9\u3001\u5546\u54c1\u63a8\u5968\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u69cb\u7bc9\u306b\u95a2\u3059\u308b\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3054\u3068\u306e\u53ce\u76ca\u6027\u3092\u8ffd\u8de1\u3057\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ae\u30e3\u30c3\u30d7\u306b\u57fa\u3065\u304f\u8ca9\u58f2\u6a5f\u4f1a\u3092\u7279\u5b9a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5b89\u5168\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3092\u901a\u3057\u3066\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3084\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u304b\u3089\u30c7\u30fc\u30bf\u3092\u30a4\u30f3\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u63a5\u7d9a\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u7167\u5408\u3092\u884c\u3046\u3053\u3068\u306a\u304f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\u306b\u73fe\u5728\u306e\u4fdd\u6709\u8cc7\u7523\u304c\u53cd\u6620\u3055\u308c\u307e\u3059\u3002InvestGlass\u306fERP\u30b7\u30b9\u30c6\u30e0\u3068\u3082\u7d71\u5408\u3067\u304d\u3001\u8ca1\u52d9\u304a\u3088\u3073\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u7d71\u5408\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u306e\u3088\u308a\u5305\u62ec\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u7ba1\u7406\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u7d71\u5408\u30ec\u30a4\u30e4\u30fc\u306b\u9069\u7528\u3055\u308c\u3001\u60c5\u5831\u306e\u6d41\u308c\u5168\u4f53\u3067\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u7dad\u6301\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u3067\u306f\u3001\u30a8\u30f3\u30c9\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u81ea\u5206\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u3067\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u306f\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u74b0\u5883\u3092\u96e2\u308c\u308b\u3053\u3068\u306a\u304f\u3001\u4fdd\u6709\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u95b2\u89a7\u3001\u30ec\u30dd\u30fc\u30c8\u306e\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30bb\u30ad\u30e5\u30a2\u306a\u30c1\u30e3\u30cd\u30eb\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30c1\u30fc\u30e0\u306e\u7ba1\u7406\u8ca0\u62c5\u3092\u8efd\u6e1b\u3057\u306a\u304c\u3089\u4fe1\u983c\u3092\u7bc9\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3092\u4f7f\u7528\u3059\u308b\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306e\u5178\u578b\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u4f7f\u7528\u4f8b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8907\u6570\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u5206\u6563\u3057\u3066\u4fdd\u6709\u3059\u308b\u9867\u5ba2\u306e\u305f\u3081\u306e\u30de\u30eb\u30c1\u30fb\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u30fb\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u7d71\u5408<\/li>\n\n\n\n<li>\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3068\u7d50\u679c\u3092\u6bd4\u8f03\u3059\u308b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5e30\u5c5e\u5206\u6790<\/li>\n\n\n\n<li>ESG\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306e\u8868\u793a\u306b\u3088\u308a\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u95a2\u3059\u308b\u55dc\u597d\u3068\u306e\u6574\u5408\u6027\u304c\u793a\u3055\u308c\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u304b\u3089\u306e\u81ea\u52d5\u914d\u4fe1\u306b\u3088\u308b\u56db\u534a\u671f\u5831\u544a\u66f8\u306e\u4f5c\u6210<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u5408\u610f\u3055\u308c\u305f\u30d1\u30e9\u30e1\u30fc\u30bf\u304b\u3089\u5916\u308c\u305f\u5834\u5408\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u8b66\u544a\u3059\u308b\u30de\u30f3\u30c7\u30fc\u30c8\u30fb\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-marketing-automation-and-ai-in-a-swiss-hosted-crm\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0CRM\u306b\u304a\u3051\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068AI<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u4f01\u696d\u306f\u3001e\u30b3\u30de\u30fc\u30b9\u30d3\u30b8\u30cd\u30b9\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u305f\u4e00\u822c\u7684\u306aE\u30e1\u30fc\u30eb\u30c4\u30fc\u30eb\u3067\u306f\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u9280\u884c\u306e\u6a5f\u5bc6\u4fdd\u6301\u8981\u4ef6\u3084\u30aa\u30d7\u30c8\u30a4\u30f3\u898f\u5247\u3067\u306f\u3001\u6a19\u6e96\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u63d0\u4f9b\u3067\u304d\u306a\u3044\u614e\u91cd\u306a\u7ba1\u7406\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/6-best-free-email-accounts-service-providers-of-2023\/\" target=\"_self\">\u30e1\u30fc\u30eb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/a>, \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3001\u30a4\u30d9\u30f3\u30c8\u62db\u5f85\u72b6\u306a\u3069\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001\u914d\u4fe1\u524d\u306b\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u627f\u8a8d\u3057\u307e\u3059\u3002\u30aa\u30d7\u30c8\u30a4\u30f3\u8a2d\u5b9a\u306fCRM\u306e\u8a18\u9332\u3068\u81ea\u52d5\u7684\u306b\u540c\u671f\u3055\u308c\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u304c\u9867\u5ba2\u306e\u9078\u629e\u3068\u898f\u5236\u306e\u5883\u754c\u3092\u5c0a\u91cd\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u6a5f\u80fd\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30ea\u30fc\u30c9\u306b\u512a\u5148\u9806\u4f4d\u3092\u4ed8\u3051\u3001\u89e3\u7d04\u30b7\u30b0\u30ca\u30eb\u3092\u691c\u51fa\u3057\u3001\u6b21\u306e\u6700\u9069\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u63d0\u6848\u3057\u3001\u4fc3\u9032\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e6%9c%80%e9%81%a9%e5%8c%96%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aeai%e3%81%a7%e6%8a%95%e8%b3%87%e3%82%92%e3%83%9e%e3%82%b9%e3%82%bf%e3%83%bc\/\" target=\"_self\">AI\u306b\u3088\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/a>. .InvestGlass\u306f\u30e2\u30c7\u30eb\u3068\u30c7\u30fc\u30bf\u3092\u53ef\u80fd\u306a\u9650\u308a\u30b9\u30a4\u30b9\u306e\u30a4\u30f3\u30d5\u30e9\u5185\u306b\u4fdd\u6301\u3057\u3001\u6d77\u5916\u306eAI\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u9001\u4fe1\u3059\u308b\u3053\u3068\u306b\u3088\u308b\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3057\u307e\u3059\u3002\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u62c5\u5f53\u8005\u306f\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u306b\u95a2\u3059\u308b\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u640d\u306a\u3046\u3053\u3068\u306a\u304f\u3001\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u30fb\u30c4\u30fc\u30eb\u306f\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u5730\u57df\u3001\u88fd\u54c1\u306e\u4f7f\u7528\u72b6\u6cc1\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30d1\u30bf\u30fc\u30f3\u306b\u3088\u3063\u3066\u9867\u5ba2\u3092\u30b0\u30eb\u30fc\u30d7\u5316\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30ed\u30fc\u30f3\u30c1\u524d\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ec\u30d3\u30e5\u30fc\u3092\u884c\u3044\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u5b9f\u65bd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u3092\u4fc3\u9032\u3057\u306a\u304c\u3089\u3001\u898f\u5236\u3092\u5c0a\u91cd\u3057\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u5b9f\u88c5\u3055\u308c\u305fAI\u3068\u81ea\u52d5\u5316\u30b7\u30ca\u30ea\u30aa\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f11\u7720\u9867\u5ba2\u3092\u5bfe\u8c61\u3068\u3057\u305f\u518d\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3068\u95a2\u9023\u5546\u54c1\u306e\u63d0\u6848<\/li>\n\n\n\n<li>\u66f4\u65b0\u671f\u9650\u304c\u8fd1\u3065\u3044\u305f\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li>\n\n\n\n<li>\u96e2\u8131\u30ea\u30b9\u30af\u306e\u3042\u308b\u9867\u5ba2\u3092\u7279\u5b9a\u3059\u308b\u89e3\u7d04\u4e88\u6e2c\u30a2\u30e9\u30fc\u30c8<\/li>\n\n\n\n<li>\u8a95\u751f\u65e5\u3084\u8a18\u5ff5\u65e5\u306e\u30e1\u30c3\u30bb\u30fc\u30b8<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-architecture-of-a-swiss-hosted-crm\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c8\u578bCRM\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u4e00\u822c\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u306f\u307b\u3068\u3093\u3069\u63d0\u4f9b\u3055\u308c\u306a\u3044\u57fa\u672c\u7684\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6271\u3046\u30b9\u30a4\u30b9\u306eCRM\u306f\u3001\u3042\u3089\u3086\u308b\u30ec\u30a4\u30e4\u30fc\u3067\u6df1\u5c64\u9632\u5fa1\u3092\u5b9f\u88c5\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3092\u4f7f\u7528\u3057\u3001\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u304c\u95a2\u9023\u60c5\u5831\u306e\u307f\u3092\u95b2\u89a7\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u5f37\u529b\u306a\u8a8d\u8a3c\u304c\u30ed\u30b0\u30a4\u30f3\u30d7\u30ed\u30bb\u30b9\u3092\u4fdd\u8b77\u3057\u307e\u3059\u3002\u30aa\u30d7\u30b7\u30e7\u30f3\u306eSSO\u7d71\u5408\u306f\u9280\u884c\u306e\u65e2\u5b58\u306eID\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u63a5\u7d9a\u3057\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6a19\u6e96\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u3092\u7c21\u7d20\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u306e\u6697\u53f7\u5316\u306b\u3088\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30c7\u30d0\u30a4\u30b9\u3068\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9593\u306e\u8ee2\u9001\u4e2d\u306e\u30c7\u30fc\u30bf\u3092\u4fdd\u8b77\u3057\u307e\u3059\u3002\u9759\u6b62\u6642\u306e\u6697\u53f7\u5316\u306b\u3088\u308a\u3001\u7269\u7406\u7684\u306a\u30a2\u30af\u30bb\u30b9\u306e\u8105\u5a01\u304b\u3089\u4fdd\u5b58\u60c5\u5831\u3092\u4fdd\u8b77\u3057\u307e\u3059\u3002\u5b9a\u671f\u7684\u306a\u4fb5\u5165\u30c6\u30b9\u30c8\u306b\u3088\u308a\u3001\u653b\u6483\u8005\u306b\u60aa\u7528\u3055\u308c\u308b\u524d\u306b\u8106\u5f31\u6027\u3092\u7279\u5b9a\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u30d9\u30fc\u30b9\u306e\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u6226\u7565\u306b\u3088\u308a\u3001\u7ba1\u7406\u3055\u308c\u305f\u7ba1\u8f44\u533a\u57df\u5916\u306b\u30c7\u30fc\u30bf\u3092\u79fb\u52d5\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u7d99\u7d9a\u6027\u3092\u78ba\u4fdd\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u91cd\u8981\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u306f\u3001\u76e3\u67fb\u30ed\u30b0\u30a8\u30f3\u30c8\u30ea\u3092\u751f\u6210\u3057\u307e\u3059\u3002\u7ba1\u7406\u8005\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u5834\u6240\u304b\u3089\u30a2\u30af\u30bb\u30b9\u30d1\u30bf\u30fc\u30f3\u3092\u76e3\u8996\u3059\u308b\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u30a2\u30af\u30bb\u30b9\u3057\u307e\u3059\u3002\u7570\u5e38\u306a\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u306f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30c1\u30fc\u30e0\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306e\u30a2\u30e9\u30fc\u30c8\u3092\u30c8\u30ea\u30ac\u30fc\u3057\u307e\u3059\u3002\u3053\u306e\u53ef\u8996\u6027\u306f\u3001\u5185\u90e8\u30ac\u30d0\u30ca\u30f3\u30b9\u3068\u3001\u8ffd\u8de1\u53ef\u80fd\u306a\u30d7\u30ed\u30bb\u30b9\u306b\u5bfe\u3059\u308b\u898f\u5236\u5f53\u5c40\u306e\u671f\u5f85\u306e\u4e21\u65b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fc\u30e2\u30c7\u30eb\u306f\u3001\u6697\u53f7\u5316\u3055\u308c\u305f\u30c1\u30e3\u30f3\u30cd\u30eb\u3092\u901a\u3057\u3066\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30c7\u30d0\u30a4\u30b9\u3092\u63a5\u7d9a\u3057\u307e\u3059\u3002\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u30b5\u30fc\u30d3\u30b9\u3068\u306e\u7d71\u5408\u306f\u3001\u30b9\u30a4\u30b9\u306e\u7ba1\u8f44\u5185\u3067\u30c7\u30fc\u30bf\u3092\u7dad\u6301\u3059\u308b\u7ba1\u7406\u3055\u308c\u305f\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3092\u7d4c\u7531\u3059\u308b\u3002\u7ba1\u7406\u30c4\u30fc\u30eb\u306f\u3059\u3079\u3066\u306e\u63a5\u7d9a\u30dd\u30a4\u30f3\u30c8\u3092\u53ef\u8996\u5316\u3057\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30c1\u30fc\u30e0\u306f\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u306e\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u304c\u6a5f\u95a2\u57fa\u6e96\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-high-performance-hosting-with-investglass\">InvestGlass\u306e\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u73fe\u4ee3\u306e\u30d3\u30b8\u30cd\u30b9\u3001\u7279\u306b\u898f\u5236\u3055\u308c\u305f\u696d\u754c\u3067\u4e8b\u696d\u3092\u55b6\u3080\u4f01\u696d\u306e\u53b3\u3057\u3044\u8981\u6c42\u3092\u6e80\u305f\u3059\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u305f\u9ad8\u6027\u80fd\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002InvestGlass\u306f\u30b9\u30a4\u30b9\u56fd\u5185\u306e\u307f\u3067CRM\u30b7\u30b9\u30c6\u30e0\u3092\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u30b9\u30a4\u30b9\u306e\u53b3\u683c\u306a\u898f\u5236\u3068\u4e16\u754c\u6700\u5f37\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u306b\u3088\u308a\u4fdd\u8b77\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u4fdd\u8b77\u3068\u4f01\u696d\u30b0\u30ec\u30fc\u30c9\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306b\u5bfe\u3059\u308b\u3053\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306f\u3001e\u30b3\u30de\u30fc\u30b9\u30d3\u30b8\u30cd\u30b9\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u305d\u3057\u3066CRM\u3078\u306e\u5b89\u5168\u3067\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u30a2\u30af\u30bb\u30b9\u3092\u91cd\u8996\u3059\u308b\u3042\u3089\u3086\u308b\u7d44\u7e54\u306b\u5b89\u5fc3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u9ad8\u6027\u80fd\u306e\u30a4\u30f3\u30d5\u30e9\u306f\u3001\u8fc5\u901f\u306a\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30e6\u30fc\u30b6\u30fc\u4f53\u9a13\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u4f01\u696d\u306f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u59a5\u5354\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u6210\u9577\u3068\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002InvestGlass\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u5805\u7262\u3067\u62e1\u5f35\u6027\u306e\u3042\u308b\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u74b0\u5883\u306e\u6069\u6075\u3092\u53d7\u3051\u3001\u6700\u9ad8\u6c34\u6e96\u306e\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u529f\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-business-software-integration-with-swiss-hosted-investglass\">\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30fb\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u3068\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u7d71\u5408<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/de\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a> stands out by offering seamless integration with a wide range of business software, allowing companies to streamline their business processes and achieve efficient management across the organization. The platform\u2019s modular design enables businesses to create a fully integrated standard solution, connecting their CRM system with ERP systems, project management tools, and marketing automation platforms. This integration supports every stage of the customer journey, from initial contact to order processing and ongoing relationship management. With InvestGlass, businesses can easily expand their CRM\u2019s capabilities, adapting the solution to their evolving needs while maintaining a secure and compliant environment. The result is a unified system that enhances sales opportunities, optimizes business processes, and delivers efficient management of customer relationships all within a secure, Swiss hosted infrastructure.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-order-processing-and-management-in-investglass-crm\">InvestGlass CRM\u306b\u304a\u3051\u308b\u6ce8\u6587\u51e6\u7406\u3068\u7ba1\u7406<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306f\u6b63\u78ba\u3067\u52b9\u7387\u7684\u306a\u53d7\u6ce8\u51e6\u7406\u3068\u8ca9\u58f2\u7ba1\u7406\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u9867\u5ba2\u60c5\u5831\u3092\u4e00\u5143\u5316\u3057\u3001\u4e3b\u8981\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u6700\u521d\u306e\u554f\u3044\u5408\u308f\u305b\u304b\u3089\u767a\u9001\u307e\u3067\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u9867\u5ba2\u306e\u6ce8\u6587\u3092\u8ffd\u8de1\u3001\u7ba1\u7406\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u610f\u601d\u6c7a\u5b9a\u306f\u3001\u9867\u5ba2\u884c\u52d5\u3001\u8ca9\u58f2\u50be\u5411\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u306b\u95a2\u3059\u308b\u8cb4\u91cd\u306a\u6d1e\u5bdf\u306b\u3088\u3063\u3066\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u3001\u4f01\u696d\u304c\u65b0\u305f\u306a\u8ca9\u58f2\u6a5f\u4f1a\u3092\u7279\u5b9a\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u3092\u6539\u5584\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30bf\u30b9\u30af\u7ba1\u7406\u3068\u5305\u62ec\u7684\u306a\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u6ce8\u6587\u30d7\u30ed\u30bb\u30b9\u306e\u5404\u30b9\u30c6\u30c3\u30d7\u304c\u78ba\u5b9f\u306b\u76e3\u8996\u30fb\u6700\u9069\u5316\u3055\u308c\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u304c\u5f37\u5316\u3055\u308c\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u304c\u4fc3\u9032\u3055\u308c\u307e\u3059\u3002InvestGlass\u306f\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fc\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306b\u91cd\u70b9\u3092\u7f6e\u304d\u3001\u6ce8\u6587\u7ba1\u7406\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u901a\u3057\u3066\u91cd\u8981\u306a\u9867\u5ba2\u60c5\u5831\u3092\u78ba\u5b9f\u306b\u4fdd\u8b77\u3057\u3001\u8ca9\u58f2\u5b9f\u7e3e\u3068\u696d\u52d9\u52b9\u7387\u306e\u5411\u4e0a\u3092\u76ee\u6307\u3059\u4f01\u696d\u306b\u4fe1\u983c\u3067\u304d\u308b\u5b89\u5168\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-hosting-options-with-investglass-swiss-cloud-or-on-premise\">InvestGlass\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\uff1a\u30b9\u30a4\u30b9\u30fb\u30af\u30e9\u30a6\u30c9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u69d8\u3005\u306a\u6a5f\u95a2\u8981\u4ef6\u306b\u9069\u5408\u3059\u308b\u67d4\u8edf\u306a\u5c55\u958b\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u7d44\u7e54\u306f\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3068\u81ea\u793e\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5185\u306e\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u306e\u3069\u3061\u3089\u304b\u3092\u9078\u629e\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u30fb\u30af\u30e9\u30a6\u30c9\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u5b8c\u5168\u7ba1\u7406\u578b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002InvestGlass\u306f\u30b9\u30a4\u30b9\u304b\u3089\u66f4\u65b0\u3001\u76e3\u8996\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fc\u3092\u884c\u3044\u307e\u3059\u3002\u9ad8\u6027\u80fd\u306e\u30a4\u30f3\u30d5\u30e9\u304c\u30e8\u30fc\u30ed\u30c3\u30d1\u4e2d\u306e\u30e6\u30fc\u30b6\u30fc\u3078\u306e\u4f4e\u9045\u5ef6\u30a2\u30af\u30bb\u30b9\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3053\u306e\u30e2\u30c7\u30eb\u306f\u3001\u5c55\u958b\u306e\u901f\u3055\u3068IT\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u306e\u6700\u5c0f\u5316\u3092\u512a\u5148\u3059\u308b\u4f01\u696d\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001\u304a\u5ba2\u69d8\u304c\u6240\u6709\u3059\u308b\u30b5\u30fc\u30d0\u30fc\u4e0a\u3067InvestGlass\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u5b9f\u884c\u3057\u307e\u3059\u3002InvestGlass\u306e\u30a8\u30f3\u30b8\u30cb\u30a2\u304c\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u76f4\u63a5\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002\u793e\u5185\u306eIT\u30dd\u30ea\u30b7\u30fc\u304c\u53b3\u3057\u3044\u9280\u884c\u3084\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306f\u3001\u672c\u756a\u74b0\u5883\u306b\u3053\u306e\u914d\u7f6e\u3092\u597d\u3080\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30b7\u30ca\u30ea\u30aa\u306f\u4e21\u65b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u3082\u306e\u3067\u3059\u3002\u30c6\u30b9\u30c8\u3068\u958b\u767a\u74b0\u5883\u306fInvestGlass Swiss\u306e\u30af\u30e9\u30a6\u30c9\u3067\u5b9f\u884c\u3055\u308c\u3001\u672c\u756a\u30b7\u30b9\u30c6\u30e0\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u904b\u7528\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u67d4\u8edf\u6027\u306b\u3088\u308a\u3001\u672c\u756a\u30b7\u30b9\u30c6\u30e0\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u57fa\u6e96\u3092\u640d\u306a\u3046\u3053\u3068\u306a\u304f\u3001\u958b\u767a\u30b5\u30a4\u30af\u30eb\u3092\u52a0\u901f\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30e2\u30c7\u30eb\u306e\u9078\u629e\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u306f\u3001\u30de\u30cd\u30fc\u30b8\u30c9\u30fb\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308b\u8fc5\u901f\u306a\u5c0e\u5165\u3092\u6c42\u3081\u308b\u4e2d\u898f\u6a21\u4f01\u696d\u306b\u9069\u3057\u3066\u3044\u308b<\/li>\n\n\n\n<li>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306f\u3001\u5c02\u4efb\u306eIT\u30c1\u30fc\u30e0\u3068\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u7ba1\u7406\u8981\u4ef6\u3092\u6301\u3064\u6a5f\u95a2\u306b\u9069\u3057\u3066\u3044\u308b\u3002<\/li>\n\n\n\n<li>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u958b\u767a\u306e\u4fca\u654f\u6027\u3068\u672c\u756a\u74b0\u5883\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3068\u308b<\/li>\n\n\n\n<li>\u3059\u3079\u3066\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3092\u7dad\u6301\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-compliance-workflows-and-audit-readiness-with-investglass\">InvestGlass\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u76e3\u67fb\u6e96\u5099<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA\u3084ESMA\u306a\u3069\u306e\u898f\u5236\u5f53\u5c40\u306f\u3001\u9867\u5ba2\u3068\u63a5\u3059\u308b\u3042\u3089\u3086\u308b\u696d\u52d9\u306b\u3064\u3044\u3066\u3001\u8ffd\u8de1\u53ef\u80fd\u306a\u30d7\u30ed\u30bb\u30b9\u3068\u6587\u66f8\u5316\u3092\u6c42\u3081\u3066\u3044\u308b\u3002\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u3088\u308b\u624b\u4f5c\u696d\u3067\u306e\u8ffd\u8de1\u306f\u76e3\u67fb\u30ea\u30b9\u30af\u3092\u751f\u307f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u306e\u80fd\u529b\u3092\u6d88\u8cbb\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u53e3\u5ea7\u958b\u8a2d\u3001\u6295\u8cc7\u63d0\u6848\u3001\u5546\u54c1\u30b9\u30a4\u30c3\u30c1\u3001\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u306e\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30c7\u30b6\u30a4\u30f3\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5404\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3001\u8cac\u4efb\u8005\u3001\u6c7a\u5b9a\u30b3\u30e1\u30f3\u30c8\u3092\u8a18\u9332\u3057\u307e\u3059\u3002\u76e3\u67fb\u8a3c\u8de1\u306f\u81ea\u52d5\u7684\u306b\u751f\u6210\u3055\u308c\u3001\u898f\u5236\u5f53\u5c40\u304c\u6587\u66f8\u5316\u3092\u8981\u6c42\u3057\u305f\u969b\u306e\u518d\u69cb\u7bc9\u306e\u624b\u9593\u3092\u7701\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u53ef\u80fd\u306a\u76e3\u67fb\u8a3c\u8de1\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u30b9\u30a4\u30b9\u306eCRM\u304b\u3089\u76f4\u63a5\u51fa\u529b\u3055\u308c\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u8907\u6570\u306e\u30bd\u30fc\u30b9\u304b\u3089\u30c7\u30fc\u30bf\u3092\u96c6\u3081\u308b\u3053\u3068\u306a\u304f\u3001\u5fc5\u8981\u306a\u60c5\u5831\u3092\u5f15\u304d\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30d7\u30ed\u30bb\u30b9\u306e\u6539\u5584\u3084\u30ea\u30bd\u30fc\u30b9\u306e\u5272\u308a\u5f53\u3066\u306b\u95a2\u3059\u308b\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u610f\u601d\u6c7a\u5b9a\u304c\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u81ea\u52d5\u5316\u3055\u308c\u305f\u5178\u578b\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u4e0a\u7d1a\u7ba1\u7406\u8077\u3092\u901a\u3058\u305f\u65b0\u898f\u53e3\u5ea7\u306e\u627f\u8a8d\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/li>\n\n\n\n<li>\u6ce8\u6587\u51e6\u7406\u524d\u306e\u6295\u8cc7\u63d0\u6848\u66f8\u30ec\u30d3\u30e5\u30fc\u306b\u3088\u308b\u9069\u5408\u6027\u78ba\u8a8d<\/li>\n\n\n\n<li>\u76e3\u8996\u5f37\u5316\u304c\u5fc5\u8981\u306a\u9ad8\u30ea\u30b9\u30af\u9867\u5ba2\u306b\u5bfe\u3059\u308b\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u306e\u30c8\u30ea\u30ac\u30fc<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u7406\u89e3\u3068\u9069\u5207\u6027\u3092\u78ba\u8a8d\u3059\u308b\u88fd\u54c1\u5207\u308a\u66ff\u3048\u306e\u627f\u8a8d<\/li>\n\n\n\n<li>\u5404\u6cd5\u57df\u306e\u898f\u5236\u8a31\u53ef\u3092\u78ba\u8a8d\u3059\u308b\u56fd\u5883\u3092\u8d8a\u3048\u305f\u6d41\u901a\u30c1\u30a7\u30c3\u30af<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-cases-who-benefits-most-from-a-swiss-hosted-crm-like-investglass\">\u4f7f\u7528\u4f8b\uff1aInvestGlass\u306e\u3088\u3046\u306a\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0CRM\u304b\u3089\u6700\u3082\u6069\u6075\u3092\u53d7\u3051\u308b\u306e\u306f\u8ab0\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306f\u4f1d\u7d71\u7684\u306a\u4e2d\u6838\u5e02\u5834\u3067\u3059\u304c\u3001InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u5fc5\u8981\u3068\u3059\u308b\u5e45\u5e83\u3044\u898f\u5236\u5bfe\u8c61\u8005\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u8a2d\u8a08\u306f\u3001\u4e00\u8cab\u3057\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u3055\u307e\u3056\u307e\u306a\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306b\u9069\u5fdc\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u3068\u30b8\u30e5\u30cd\u30fc\u30d6\u306e\u72ec\u7acb\u7cfb\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306f\u3001\u30ab\u30b9\u30bf\u30e0\u306e\u30a4\u30f3\u30d5\u30e9\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001KYC\u8a18\u9332\u3001\u304a\u3088\u3073\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306bInvestGlass\u3092\u63a1\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084\u5206\u96e2\u3057\u305f\u30c4\u30fc\u30eb\u306b\u4ee3\u308f\u308a\u3001\u904b\u7528\u8cc7\u7523\u306e\u6210\u9577\u306b\u5408\u308f\u305b\u3066\u62e1\u5f35\u3067\u304d\u308b\u7d71\u5408\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u751f\u547d\u4fdd\u967a\u4f1a\u793e\u306fInvestGlass\u3092\u5951\u7d04\u8005\u95a2\u4fc2\u7ba1\u7406\u3068\u4fdd\u967a\u91d1\u8acb\u6c42\u8ffd\u8de1\u306b\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u5e74\u91d1\u57fa\u91d1\u306f\u53d7\u53d6\u4eba\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3084\u62e0\u51fa\u91d1\u306e\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3092\u7ba1\u7406\u3057\u3066\u3044\u307e\u3059\u3002\u4e0d\u52d5\u7523\u6295\u8cc7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u6295\u8cc7\u5bb6\u3068\u306e\u95a2\u4fc2\u3084\u30ad\u30e3\u30d4\u30bf\u30eb\u30b3\u30fc\u30eb\u30d7\u30ed\u30bb\u30b9\u3092\u8ffd\u8de1\u3057\u3066\u3044\u307e\u3059\u3002\u5404\u30bb\u30af\u30bf\u30fc\u306f\u30b9\u30a4\u30b9\u304c\u30db\u30b9\u30c8\u3059\u308b\u9867\u5ba2\u8a18\u9332\u3068\u6e96\u62e0\u3057\u305f\u6295\u8cc7\u5bb6\u30dd\u30fc\u30bf\u30eb\u304b\u3089\u5229\u76ca\u3092\u5f97\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u3084\u30de\u30eb\u30c1\u30fb\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306f\u3001\u8907\u6570\u306e\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u304b\u3089\u306e\u4fdd\u6709\u8cc7\u7523\u3084\u66f8\u985e\u3092InvestGlass\u306b\u7d71\u5408\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u60c5\u5831\u306e\u305f\u3081\u306e\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u8907\u96d1\u306a\u69cb\u9020\u306b\u308f\u305f\u3063\u3066\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u696d\u754c\u30bb\u30b0\u30e1\u30f3\u30c8\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u306b\u3088\u308b\u5bcc\u88d5\u5c64\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u7ba1\u7406\u304a\u3088\u3073\u898f\u5236\u9075\u5b88<\/li>\n\n\n\n<li>IT\u90e8\u9580\u306e\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u306a\u3057\u306b\u62e1\u5f35\u53ef\u80fd\u306aCRM\u3092\u5fc5\u8981\u3068\u3059\u308b\u72ec\u7acb\u7cfb\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/li>\n\n\n\n<li>\u4fdd\u967a\u30d6\u30ed\u30fc\u30ab\u30fc\u304c\u4fdd\u967a\u5951\u7d04\u3001\u30af\u30ec\u30fc\u30e0\u3001\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0<\/li>\n\n\n\n<li>\u30de\u30eb\u30c1\u30fb\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u306e\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3068\u6587\u66f8\u7ba1\u7406\u3092\u7d71\u5408\u3059\u308b\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9<\/li>\n\n\n\n<li>\u4e0d\u52d5\u7523\u30d5\u30a1\u30f3\u30c9\u306e\u6295\u8cc7\u5bb6\u95a2\u4fc2\u7ba1\u7406\u304a\u3088\u3073\u8cc7\u672c\u7ba1\u7406<\/li>\n\n\n\n<li>\u5e74\u91d1\u57fa\u91d1\u306b\u3088\u308b\u53d7\u76ca\u8005\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6587\u66f8\u306e\u53d6\u308a\u6271\u3044<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-migration-to-a-swiss-hosted-crm-with-investglass\">InvestGlass\u306b\u3088\u308b\u30b9\u30a4\u30b9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0CRM\u3078\u306e\u79fb\u884c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084\u6d77\u5916CRM\u304b\u3089InvestGlass\u3078\u306e\u79fb\u884c\u306f\u3001\u6df7\u4e71\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u69cb\u9020\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u306b\u5f93\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u542b\u3080\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30c7\u30fc\u30bf\u69cb\u9020\u7528\u306b\u8a2d\u8a08\u3055\u308c\u305f\u79fb\u884c\u30c4\u30fc\u30eb\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/fr\/export-selected-columns-into-csv-file-in-excel\/\" target=\"_self\">\u30c7\u30fc\u30bf\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30c8<\/a> \u4f8b\u3048\u3070\u3001\u9078\u629e\u3057\u305f\u5217\u3092Excel\u306eCSV\u30d5\u30a1\u30a4\u30eb\u306b\u5909\u63db\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306a\u79fb\u884c\u624b\u9806\u306f\u3001\u3069\u306e\u3088\u3046\u306a\u60c5\u5831\u304c\u3069\u3053\u306b\u5b58\u5728\u3059\u308b\u304b\u3092\u7279\u5b9a\u3059\u308b\u30c7\u30fc\u30bf\u76e3\u67fb\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002\u30de\u30c3\u30d4\u30f3\u30b0\u3092\u884c\u3044\u3001\u30bd\u30fc\u30b9\u30d5\u30a3\u30fc\u30eb\u30c9\u3068InvestGlass\u306e\u69cb\u9020\u3092\u4e00\u81f4\u3055\u305b\u307e\u3059\u3002\u30c6\u30b9\u30c8\u30a4\u30f3\u30dd\u30fc\u30c8\u306b\u3088\u308a\u3001\u672c\u756a\u79fb\u884c\u524d\u306e\u30c7\u30fc\u30bf\u54c1\u8cea\u3092\u691c\u8a3c\u3057\u307e\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u30fb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u3088\u308a\u3001\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u5099\u3048\u307e\u3059\u3002\u6bb5\u968e\u7684\u306a\u672c\u7a3c\u50cd\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u6bb5\u968e\u7684\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u3067\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fSalesforce\u3001HubSpot\u3001\u307e\u305f\u306f\u30ec\u30ac\u30b7\u30fc\u8cc7\u7523\u7ba1\u7406\u30c4\u30fc\u30eb\u304b\u3089CSV\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3084API\u30b3\u30cd\u30af\u30bf\u30fc\u3092\u4f7f\u3063\u3066\u30c7\u30fc\u30bf\u3092\u30a4\u30f3\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u30bf\u30fc\u30b2\u30c3\u30c8\u74b0\u5883\u306f\u30d7\u30ed\u30bb\u30b9\u3092\u901a\u3057\u3066\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c8\u3055\u308c\u305f\u307e\u307e\u3067\u3059\u3002\u79fb\u884c\u4e2d\u306b\u30c7\u30fc\u30bf\u304c\u4e2d\u9593\u7684\u306a\u7ba1\u8f44\u533a\u57df\u3092\u7d4c\u7531\u3059\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c1\u30fc\u30e0\u306f\u793e\u5185\u306eIT\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u5354\u529b\u3057\u3001\u79fb\u884c\u3092\u6a5f\u95a2\u306e\u65b9\u91dd\u3068\u4e00\u81f4\u3055\u305b\u307e\u3059\u3002\u898f\u5236\u5f53\u5c40\u3078\u306e\u901a\u77e5\u8981\u4ef6\u306f\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u306b\u53cd\u6620\u3055\u308c\u307e\u3059\u3002\u5178\u578b\u7684\u306a\u4e2d\u898f\u6a21\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3084\u4e26\u884c\u904b\u7528\u671f\u9593\u3092\u542b\u3081\u30013\u30f6\u6708\u304b\u30896\u30f6\u6708\u3067InvestGlass\u3078\u306e\u79fb\u884c\u3092\u5b8c\u4e86\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-total-cost-of-ownership-and-efficiency-gains-with-investglass\">InvestGlass\u306b\u3088\u308b\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u3068\u52b9\u7387\u6027\u306e\u5411\u4e0a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u5b8c\u5168\u306b\u7d71\u5408\u3055\u308c\u305f\u6a19\u6e96\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u4f7f\u7528\u3059\u308b\u5834\u5408\u3001\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u81ea\u52d5\u7684\u306b\u9ad8\u4fa1\u306b\u306a\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u8907\u6570\u306e\u30c4\u30fc\u30eb\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306e\u7dcf\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u7d71\u5408\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u306e\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u3092\u306a\u304f\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u500b\u5225\u306eCRM\u3001KYC\u30d5\u30a9\u30fc\u30e0\u3001\u57fa\u672c\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306e\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308a\u307e\u3059\u3002\u4ed6\u306eCRM\u304c\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6a5f\u80fd\u306e\u305f\u3081\u306b\u5fc5\u8981\u3068\u3059\u308b\u30a2\u30c9\u30aa\u30f3\u3084\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u8cbb\u7528\u3092\u907f\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u30021\u3064\u306e\u30d9\u30f3\u30c0\u30fc\u304c\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u8cfc\u8cb7\u6c7a\u5b9a\u304c\u7c21\u7d20\u5316\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u304c\u5358\u4e00\u306e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3067\u4f5c\u696d\u3059\u308b\u3053\u3068\u3067\u3001\u751f\u7523\u6027\u304c\u5411\u4e0a\u3059\u308b\u3002\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u306e\u5207\u308a\u66ff\u3048\u304c\u4e0d\u8981\u306b\u306a\u308b\u3002\u30c7\u30fc\u30bf\u5165\u529b\u306f\u4e00\u5ea6\u3067\u6e08\u3080\u3002\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u306f\u306a\u304f\u3001\u7d71\u4e00\u3055\u308c\u305f\u8a18\u9332\u304b\u3089\u4f5c\u6210\u3055\u308c\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u52b9\u7387\u6539\u5584\u306b\u3088\u308a\u3001\u30c1\u30fc\u30e0\u306f\u30b7\u30b9\u30c6\u30e0\u7ba1\u7406\u3088\u308a\u3082\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306b\u5c02\u5ff5\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8907\u6570\u306e\u30dd\u30a4\u30f3\u30c8\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068InvestGlass\u306e\u7d71\u5408\u5c55\u958b\u306e\u30b3\u30b9\u30c8\u30923\u5e74\u9593\u6bd4\u8f03\u3059\u308b\u3068\u3001\u901a\u5e38\u3001\u5927\u5e45\u306a\u7bc0\u7d04\u306b\u306a\u308b\u3002\u7d71\u5408\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u306a\u304f\u306a\u308c\u3070\u3001\u5c0e\u5165\u30b3\u30b9\u30c8\u306f\u6e1b\u5c11\u3057\u307e\u3059\u3002\u30b5\u30dd\u30fc\u30c8\u95a2\u4fc2\u306e\u7c21\u7d20\u5316\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u5fc5\u8981\u6027\u304c\u6e1b\u5c11\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u63a1\u7528\u5f8c\u3001\u9867\u5ba2\u306f\u6e2c\u5b9a\u53ef\u80fd\u306aKPI\u3092\u6539\u5584\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u3092\u6570\u9031\u9593\u304b\u3089\u6570\u65e5\u306b\u77ed\u7e2e<\/li>\n\n\n\n<li>\u5185\u8535\u306e\u76e3\u67fb\u8a3c\u8de1\u751f\u6210\u6a5f\u80fd\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u3092\u6392\u9664<\/li>\n\n\n\n<li>\u7ba1\u7406\u696d\u52d9\u306e\u524a\u6e1b\u306b\u3088\u308a\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u80fd\u529b\u304c\u62e1\u5927<\/li>\n\n\n\n<li>\u30b7\u30f3\u30b0\u30eb\u30bd\u30fc\u30b9\u306e\u30c7\u30fc\u30bf\u5165\u529b\u3068\u691c\u8a3c\u306b\u3088\u308a\u30a8\u30e9\u30fc\u7387\u304c\u6e1b\u5c11<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-compares-to-international-crm-competitors\">InvestGlass\u3068\u56fd\u969b\u7684\u306aCRM\u306e\u7af6\u5408\u4ed6\u793e\u3068\u306e\u6bd4\u8f03<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce\u3084Microsoft Dynamics 365\u306e\u3088\u3046\u306a\u30b0\u30ed\u30fc\u30d0\u30ebCRM\u306f\u5e83\u7bc4\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u304c\u3001\u898f\u5236\u306e\u3042\u308b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u306f\u5927\u5e45\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u5fc5\u8981\u3067\u3059\u3002\u7d44\u7e54\u306f\u3001InvestGlass\u304c\u3059\u3050\u306b\u63d0\u4f9b\u3059\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u8a2d\u5b9a\u306b\u6570\u30f6\u6708\u3092\u8cbb\u3084\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5916\u90e8\u306e\u30b3\u30f3\u30b5\u30eb\u30bf\u30f3\u30c8\u306b\u5b9f\u88c5\u3092\u4f9d\u983c\u3059\u308b\u6c4e\u7528\u7684\u306a\u6a5f\u80fd\u3067\u306f\u306a\u304f\u3001\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3001\u91d1\u878d\u898f\u5236\u3001\u3042\u3089\u304b\u3058\u3081\u69cb\u7bc9\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/es\/the-best-digital-banks-in-switzerland-for-2023-a-comprehensive-guide\/\" target=\"_self\">\u9280\u884c<\/a>, \u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u306a\u3069\u9069\u5408\u6027\u8a55\u4fa1\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30ce\u30fc\u30c8\u3001KYC\u6587\u66f8\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u3001\u9ad8\u4fa1\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3067\u306f\u306a\u304f\u3001\u30cd\u30a4\u30c6\u30a3\u30d6\u306b\u5b58\u5728\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c7\u30fc\u30bf\u30fb\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u306f\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u304c\u30c7\u30d5\u30a9\u30eb\u30c8\u3067\u3059\u3002\u30b9\u30a4\u30b9\u4ee5\u5916\u306e\u30d9\u30f3\u30c0\u30fc\u306e\u30c7\u30d5\u30a9\u30eb\u30c8\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u4f4d\u7f6e\u3065\u3051\u3092\u8907\u96d1\u306b\u3059\u308b\u30de\u30eb\u30c1\u30ea\u30fc\u30b8\u30e7\u30f3\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3067\u3059\u3002InvestGlass\u306f\u305d\u306e\u57fa\u672c\u7684\u306a\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u30fc\u306b\u3088\u308a\u3001\u3053\u306e\u3088\u3046\u306a\u30bf\u30b9\u30af\u3092\u6392\u9664\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fa1\u5024\u3092\u751f\u307f\u51fa\u3059\u307e\u3067\u306e\u6642\u9593\u306f\u5927\u304d\u304f\u7570\u306a\u308a\u307e\u3059\u3002InvestGlass\u306e\u5b9f\u88c5\u306f\u6570\u5e74\u3067\u306f\u306a\u304f\u6570\u30f6\u6708\u3067\u672c\u756a\u7a3c\u52d5\u306b\u9054\u3057\u307e\u3059\u3002\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u5c02\u9580\u77e5\u8b58\u306f\u3001\u5916\u90e8\u306e\u30b7\u30b9\u30c6\u30e0\u30fb\u30a4\u30f3\u30c6\u30b0\u30ec\u30fc\u30bf\u30fc\u3092\u5fc5\u8981\u3068\u305b\u305a\u3001InvestGlass\u306e\u30c1\u30fc\u30e0\u5185\u306b\u3042\u308a\u307e\u3059\u3002\u30b5\u30dd\u30fc\u30c8\u306f\u5927\u3005\u7684\u306a\u8aac\u660e\u306a\u3057\u306b\u898f\u5236\u306e\u80cc\u666f\u3092\u7406\u89e3\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-future-of-swiss-hosted-crm-and-the-investglass-roadmap\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c8\u578bCRM\u306e\u5c06\u6765\u3068InvestGlass\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u306f\u9032\u5316\u3057\u7d9a\u3051\u3066\u3044\u308b\u3002ESG\u5831\u544a\u8981\u4ef6\u304c\u62e1\u5927\u30c7\u30b8\u30bf\u30eb\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u671f\u5f85\u306f\u9ad8\u307e\u308b\u3002\u4eca\u5f8c3\uff5e5\u5e74\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u57fa\u76e4\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u8fc5\u901f\u306b\u9069\u5fdc\u3059\u308bCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u6c42\u3081\u3089\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u9769\u65b0\u7684\u5206\u91ce\u306b\u306f\u3001AI\u652f\u63f4\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u6a5f\u80fd\u306e\u5f37\u5316\u3001ESG\u30c7\u30fc\u30bf\u7d71\u5408\u306e\u62e1\u5927\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u5f37\u5316\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u3053\u308c\u3089\u306e\u958b\u767a\u306f\u3001InvestGlass\u3092\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u30fb\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u3068\u5dee\u5225\u5316\u3059\u308b\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30c3\u30c9\u30fb\u30e2\u30c7\u30eb\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4fa1\u5024\u3092\u62e1\u5927\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p 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href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e6%a5%ad%e5%8b%99%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e5%b7%ae%e5%88%a5%e5%8c%96%e3%82%92%e5%8f%af%e8%83%bd%e3%81%ab%e3%81%99%e3%82%8b5%e3%81%a4%e3%81%ae%e6%96%b9%e6%b3%95\/\" target=\"_self\">\u9280\u884c\u696d\u306b\u304a\u3051\u308b\u5dee\u5225\u5316<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-choosing-investglass-as-your-swiss-hosted-crm\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0CRM\u3068\u3057\u3066InvestGlass\u3092\u9078\u3076<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c8\u578bCRM\u306f\u3001\u9280\u884c\u3001\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u304a\u3088\u3073\u9867\u5ba2\u30c7\u30fc\u30bf\u4fdd\u8b77\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u52b9\u7387\u5316\u3092\u512a\u5148\u3059\u308b\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u6700\u3082\u5b89\u5168\u3067\u6226\u7565\u7684\u306a\u9078\u629e\u80a2\u3067\u3059\u3002\u30b9\u30a4\u30b9\u306e\u6cd5\u7684\u67a0\u7d44\u307f\u3001\u9280\u884c\u306e\u4f1d\u7d71\u3001\u4e2d\u7acb\u6027\u306f\u3001\u4ed6\u306e\u53f8\u6cd5\u7ba1\u8f44\u533a\u306b\u306f\u306a\u3044\u72ec\u81ea\u306e\u5229\u70b9\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">InvestGlass\u3068\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306f\u3001\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c8\u3055\u308c\u308b\u304a\u5ba2\u69d8\u306e\u7279\u5b9a\u306e\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3068\u898f\u5236\u8981\u4ef6\u3092\u793a\u3059\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30c7\u30e2\u30f3\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002\u30c1\u30fc\u30e0\u306f\u30ef\u30fc\u30af\u30b7\u30e7\u30c3\u30d7\u3001\u6982\u5ff5\u5b9f\u8a3c\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u8a55\u4fa1\u3092\u63d0\u4f9b\u3057\u3001\u30ea\u30b9\u30af\u3092\u7ba1\u7406\u3057\u306a\u304c\u3089\u304a\u5ba2\u69d8\u306e\u6210\u9577\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0CRM\u3078\u306e\u79fb\u884c\u306b\u7126\u70b9\u3092\u5f53\u3066\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u30bd\u30d6\u30ea\u30f3CRM\u304c\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u696d\u52d9\u52b9\u7387\u3092\u3069\u306e\u3088\u3046\u306b\u5909\u3048\u308b\u304b\u3001\u4eca\u3059\u3050InvestGlass\u306b\u304a\u554f\u3044\u5408\u308f\u305b\u304f\u3060\u3055\u3044\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Regulated businesses across Europe face a critical question in 2024: where does your customer data actually live? A Swiss hosted CRM keeps sensitive client information within Switzerland\u2019s borders, protected by some of the world\u2019s strongest privacy laws. For banks, wealth managers, insurers, and other regulated institutions, hosting location determines compliance posture, audit readiness, and ultimately client trust. InvestGlass is a Swiss hosted CRM built in Geneva specifically for financial institutions. The platform combines customer relationship management, digital onboarding, KYC, portfolio management, and marketing automation in one Swiss sovereign solution. Data centres certified to ISO 27001 standards host everything, with options for full Swiss residency or on-premise deployment within your own [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49160,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1342],"class_list":["post-49162","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-swiss-hosted-crm"],"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>Swiss Hosted CRM for Enhanced Data Protection<\/title>\n<meta name=\"description\" content=\"Discover the advantages of a Swiss hosted CRM for secure data management and compliance with regulations in Europe.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/investglass\u304c\u9078\u3070\u308c\u308b\u7406\u7531\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Swiss Hosted CRM: Why InvestGlass Is the Sovereign Choice\" \/>\n<meta property=\"og:description\" content=\"Regulated businesses across Europe face a critical question in 2024: where\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/investglass\u304c\u9078\u3070\u308c\u308b\u7406\u7531\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-16T17:29:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-16T17:29:50+00:00\" \/>\n<meta property=\"og:image\" 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