{"id":49225,"date":"2026-03-06T16:18:33","date_gmt":"2026-03-06T15:18:33","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49225"},"modified":"2026-05-23T12:08:33","modified_gmt":"2026-05-23T10:08:33","slug":"%e9%a1%a7%e5%ae%a2%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%bb%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2-%e3%82%a4%e3%83%b3%e3%83%99%e3%82%b9%e3%83%88","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/","title":{"rendered":"\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2 - InvestGlass\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30db\u30ef\u30a4\u30c8\u30b0\u30ed\u30fc\u30d6\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u69cb\u7bc9"},"content":{"rendered":"<p 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class=\"wp-block-paragraph\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306f\u30b9\u30a4\u30b9\u306e <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e4%b8%bb%e6%a8%a9%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b\/\" target=\"_self\">\u541b\u4e3b<\/a> \u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u305d\u306e\u4ed6\u306e\u898f\u5236\u5bfe\u8c61\u8005\u306e\u305f\u3081\u306b\u69cb\u7bc9\u3055\u308c\u305fCRM\u3068\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u307e\u305f\u306f\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u3001InvestGlass\u306f\u4ee5\u4e0b\u3092\u7d71\u5408\u3057\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b3%e3%83%bc%e3%83%9d%e3%83%ac%e3%83%bc%e3%83%88%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa\/\" target=\"_self\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a>, InvestGlass\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001KYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\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\u5358\u4e00\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5bfe\u5fdc\u30b9\u30bf\u30c3\u30af\u306b\u7d71\u5408\u3057\u307e\u3059\u3002SaaS\u3084e\u30b3\u30de\u30fc\u30b9\u7528\u306b\u8a2d\u8a08\u3055\u308c\u305f\u4e00\u822c\u7684\u306a\u30e6\u30fc\u30b6\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u8907\u6570\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u69cb\u9020\u3001\u7ba1\u8f44\u533a\u57df\u7279\u6709\u306e\u6587\u66f8\u3001\u898f\u5236\u7523\u696d\u304c\u8981\u6c42\u3059\u308b\u8907\u96d1\u306a\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u51e6\u7406\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u4ed5\u7d44\u307f\u3001\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306b\u512a\u5148\u3059\u3079\u304d\u4e3b\u306a\u6a5f\u80fd\u3001\u305d\u3057\u3066InvestGlass\u304c\u3069\u306e\u3088\u3046\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u69cb\u7bc9\u3057\u3001\u65b0\u898f\u9867\u5ba2\u3092\u9577\u671f\u7684\u306a\u95a2\u4fc2\u3078\u3068\u5909\u3048\u3066\u3044\u308b\u304b\u3092\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002\u5b9f\u8df5\u7684\u306a\u30b7\u30ca\u30ea\u30aa\u3001\u6e2c\u5b9a\u53ef\u80fd\u306a\u7d50\u679c\u3001\u305d\u3057\u30662026\u5e74\u4ee5\u964d\u306e\u9078\u629e\u306e\u6307\u91dd\u3068\u306a\u308b\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3092\u53d6\u308a\u4e0a\u3052\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png\" alt=\"InvestGlass \u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM\" class=\"wp-image-49341\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global.png 1384w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass 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class=\"wp-block-paragraph\">B2B\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u7279\u6b8a\u306a\u30ab\u30c6\u30b4\u30ea\u30fc\u3067\u3042\u308b\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u9867\u5ba2\u3068\u306e\u6700\u521d\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304b\u3089\u898f\u5236\u9075\u5b88\u306e\u78ba\u8a8d\u3001\u30b5\u30fc\u30d3\u30b9\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u6709\u52b9\u5316\u307e\u3067\u3001\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u6307\u63ee\u3059\u308b\u3002\u3053\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u69d8\u3005\u306a\u30bd\u30fc\u30b9\u304b\u3089\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u30fb\u7d71\u5408\u3057\u3001\u65b0\u898f\u30e6\u30fc\u30b6\u30fc\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3084\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u901a\u3058\u3066\u8a98\u5c0e\u3059\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6a5f\u80fd\u3092\u5b9f\u73fe\u3059\u308b\u3002\u5177\u4f53\u7684\u306b\u306f\u3001KYC\u304a\u3088\u3073KYB\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u3001\u4e8b\u524d\u5b9a\u7fa9\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30eb\u30fc\u30eb\u306b\u57fa\u3065\u304f\u81ea\u52d5\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308b\u5b89\u5168\u306a\u6587\u66f8\u53ce\u96c6\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3084\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u542b\u3080\u591a\u6bb5\u968e\u306e\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u5951\u7d04\u7de0\u7d50\u76f4\u5f8c\u306e\u53e3\u5ea7\u958b\u8a2d\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u8a2d\u5b9a\u3068\u3044\u3063\u305f\u521d\u671f\u4fa1\u5024\u306e\u63d0\u4f9b\u306a\u3069\u3092\u8abf\u6574\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e00\u822c\u7684\u306a\u30e6\u30fc\u30b6\u30fc\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3068\u306e\u9055\u3044<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3084e\u30b3\u30de\u30fc\u30b9\u3067\u898b\u3089\u308c\u308b\u3088\u3046\u306a\u4e00\u822c\u7684\u306a\u30e6\u30fc\u30b6\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30b7\u30f3\u30d7\u30eb\u306a\u30c4\u30fc\u30eb\u30c1\u30c3\u30d7\u3001\u30e1\u30fc\u30eb\u30b5\u30a4\u30f3\u30a2\u30c3\u30d7\u306e\u305f\u3081\u306e\u30d7\u30ed\u30b0\u30ec\u30c3\u30b7\u30d6\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3001\u307e\u305f\u306f\u5e73\u57471.2\uff5e7.2\u5206\u3067\u5b8c\u4e86\u3059\u308b\u30b2\u30fc\u30e0\u5316\u3055\u308c\u305f\u30c1\u30e5\u30fc\u30c8\u30ea\u30a2\u30eb\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002SaaS\u306e\u30e6\u30fc\u30b6\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u901a\u5e38\u3001\u8fc5\u901f\u306a\u9867\u5ba2\u6d3b\u6027\u5316\u3001\u88fd\u54c1\u4fa1\u5024\u306e\u660e\u78ba\u306a\u4f1d\u9054\u3001\u5408\u7406\u5316\u3055\u308c\u305fUI\u8981\u7d20\u306b\u3088\u308b\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u69cb\u7bc9\u3092\u76ee\u7684\u3068\u3057\u3066\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5bfe\u7167\u7684\u306b\u3001\u91d1\u878d\u30b0\u30ec\u30fc\u30c9\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u306f\u6839\u672c\u7684\u306b\u7570\u306a\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30de\u30eb\u30c1\u30fb\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u30fb\u30a2\u30ab\u30a6\u30f3\u30c8<\/strong>:\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3001\u4f01\u696d\u30b0\u30eb\u30fc\u30d7\u3001\u307e\u305f\u306f\u6700\u59275\u5c64\u4ee5\u4e0a\u306e\u30cd\u30b9\u30c8\u5316\u3055\u308c\u305f\u53d7\u76ca\u6a29\u6240\u6709\u69cb\u9020\u3092\u6271\u3046\u3002.<\/li>\n\n\n\n<li><strong>\u898f\u5236\u6587\u66f8<\/strong>:MiFID II\u9069\u5408\u6027\u8a55\u4fa1\u3001GDPR\u30c7\u30fc\u30bf\u51e6\u7406\u540c\u610f\u66f8\u3001\u307e\u305f\u306f\u30b9\u30a4\u30b9FINIA\/FinSA\u9867\u5ba2\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u898f\u5247\u306b\u6e96\u62e0\u3057\u305f\u7ba1\u8f44\u5730\u57df\u56fa\u6709\u306e\u66f8\u985e\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u8907\u96d1\u306a\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/strong>:\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30fc\u30e0\u306a\u3069\u3001\u5f79\u5272\u306b\u5fdc\u3058\u305f\u30a2\u30af\u30bb\u30b9\u6a29\u9650\u3067\u30bf\u30b9\u30af\u3092\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3002.<\/li>\n\n\n\n<li><strong>\u4e0d\u5909\u306e\u76e3\u67fb\u8a3c\u8de1<\/strong>:FINMA\u3001ESMA\u3001\u5185\u90e8\u76e3\u67fb\u306b\u3088\u308b\u898f\u5236\u691c\u67fb\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"641\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-1024x641.png\" alt=\"\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308bInvestGlass\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" class=\"wp-image-49370\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-1024x641.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-300x188.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-768x481.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-18x12.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking.png 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308bInvestGlass\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2024-2026\u5e74\u306e\u5177\u4f53\u4f8b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u306e\u8d85\u5bcc\u88d5\u5c64\uff08UHNW\uff09\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30d5\u30ed\u30fc\u306f\u3001\u6700\u521d\u306eID\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u306e\u5f8c\u306b\u306e\u307fCRS\/FATCA\u7d0d\u7a0e\u5c45\u4f4f\u7533\u544a\u3092\u660e\u3089\u304b\u306b\u3059\u308b\u6761\u4ef6\u4ed8\u304d\u30d5\u30a9\u30fc\u30e0\u3092\u542b\u307f\u3001\u305d\u306e\u5f8c\u306b\u8cc7\u91d1\u6e90\u306e\u78ba\u8a8d\u3068PEP\/\u30b5\u30f3\u30af\u30b7\u30e7\u30f3\u30fb\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u304c\u7d9a\u304f\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u3053\u308c\u306f\u30013\u30b9\u30c6\u30c3\u30d7\u3092\u8d85\u3048\u308b\u306845%\u306e\u30e6\u30fc\u30b6\u30fc\u304c\u653e\u68c4\u3059\u308b3\u30b9\u30c6\u30c3\u30d7\u306ee\u30b3\u30de\u30fc\u30b9\u30d5\u30ed\u30fc\u3068\u306f\u5bfe\u7167\u7684\u3067\u3042\u308b\u3002\u5c02\u9580\u306e\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u3088\u308a\u52b9\u7387\u7684\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3059\u308b\u30c4\u30fc\u30eb\u3068\u6226\u7565\u3092\u63d0\u4f9b\u3057\u3001\u653e\u68c4\u7387\u3092\u6e1b\u3089\u3057\u3001\u5168\u4f53\u7684\u306a\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u69d8\u306b\u3001EU\u306e\u4e2d\u5c0f\u4f01\u696d\u304c\u878d\u8cc7\u5546\u54c1\u3092\u63a2\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306fESMA\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306b\u57fa\u3065\u304f\u9069\u5408\u6027\u30c6\u30b9\u30c8\u3092\u81ea\u52d5\u5316\u3057\u3001\u4ee5\u4e0b\u306e\u65b9\u6cd5\u3067\u4fe1\u7528\u30c7\u30fc\u30bf\u3092\u5f15\u304d\u51fa\u3057\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%a9%e3%82%a4%e3%83%99%e3%83%bc%e3%83%88%e3%83%90%e3%83%b3%e3%82%af%e3%81%ae%e4%bd%9c%e3%82%8a%e6%96%b9\/\" target=\"_self\">\u30aa\u30fc\u30d7\u30f3\u30d0\u30f3\u30ad\u30f3\u30b0<\/a> API\u3092\u5229\u7528\u3057\u3001FATF\u306b\u6e96\u62e0\u3057\u305f\u53d6\u5f15\u76e3\u8996\u3092\u521d\u65e5\u304b\u3089\u78ba\u5b9f\u306b\u5b9f\u65bd\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4ee3\u8868\u7684\u306a\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\uff08RM\uff09<\/strong>:\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u958b\u59cb\u3057\u3001\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u7dad\u6301\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0<\/strong>:\u30ea\u30b9\u30af\u30a8\u30f3\u30b8\u30f3\u306e\u5b9f\u884c\u3001\u9867\u5ba2\u306e\u627f\u8a8d\u307e\u305f\u306f\u62d2\u5426\u3001\u898f\u5236\u30c1\u30a7\u30c3\u30af\u306e\u7ba1\u7406\u3002.<\/li>\n\n\n\n<li><strong>\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3<\/strong>:\u6587\u66f8\u306e\u627f\u8a8d\u3001\u30c7\u30fc\u30bf\u5165\u529b\u306e\u691c\u8a3c\u3001\u30b7\u30b9\u30c6\u30e0\u306e\u66f4\u65b0\u3092\u884c\u3046\u3002.<\/li>\n\n\n\n<li><strong>IT<\/strong>:\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u5916\u90e8\u691c\u8a3c\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u7d71\u5408\u7ba1\u7406\u3002.<\/li>\n\n\n\n<li><strong>\u5916\u90e8\u306e\u7d39\u4ecb\u8005\u307e\u305f\u306f\u30d1\u30fc\u30c8\u30ca\u30fc<\/strong>:\u6b63\u5f0f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u958b\u59cb\u3059\u308b\u524d\u306b\u3001\u4e88\u5099\u7684\u306a\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5b89\u5168\u306b\u5171\u6709\u3057\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u53ce\u76ca\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u4fc3\u9032\u3059\u308b\u65b9\u6cd5<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3088\u308a\u826f\u3044\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u53b3\u3057\u3044\u6307\u6a19\u306b\u76f4\u7d50\u3057\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u304c\u6700\u9069\u5316\u3055\u308c\u305f\u4f01\u696d\u3067\u306f\u30012.5\u500d\u306e\u53ce\u76ca\u6210\u9577\u300128%\u306eARR\u30a2\u30c3\u30d7\u30ea\u30d5\u30c8\u3001\u5b8c\u4e86\u6642\u9593\u304c10\u5206\u304b\u30895\u5206\u672a\u6e80\u306b\u77ed\u7e2e\u3055\u308c\u305f\u5834\u5408\u306e40%\u306e\u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30b7\u30e7\u30f3\u7387\u304c\u898b\u3089\u308c\u308b\u3002\u30d5\u30a3\u30f3\u30c6\u30c3\u30af\u3067\u306f\u3001\u5b8c\u5168\u306a\u5b8c\u4e86\u306b\u3088\u3063\u306682%\u306e\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u304c\u5f97\u3089\u308c\u308b\u306e\u306b\u5bfe\u3057\u3001\u90e8\u5206\u7684\u306a\u5b8c\u4e86\u3067\u306f19%\u3068\u306a\u308a\u3001\u5408\u7406\u5316\u3055\u308c\u305f\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u3088\u3063\u3066NPS\u30b9\u30b3\u30a2\u306f42\u304b\u308965\u306b\u8df3\u306d\u4e0a\u304c\u308a\u307e\u3059\u3002B2B\u91d1\u878d\u6a5f\u95a2\u306e\u5834\u5408\u3001\u3053\u308c\u3089\u306e\u6210\u679c\u306f\u3001\u30bf\u30a4\u30e0\u30fb\u30c8\u30a5\u30fb\u30d0\u30ea\u30e5\u30fc\u306e\u77ed\u7e2e\u3001\u300c\u5951\u7d04\u7de0\u7d50\u300d\u5f8c\u306e\u653e\u68c4\u306e\u6e1b\u5c11\u3001\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u6539\u5584\u306b\u3064\u306a\u304c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u306f\u3053\u3046\u3057\u305f\u6210\u679c\u3092\u652f\u3048\u308b\u30a8\u30f3\u30b8\u30f3\u3067\u3042\u308b\u3002\u624b\u4f5c\u696d\u306b\u3088\u308bKYC\u30c7\u30fc\u30bf\u5165\u529b\u3092\u6570\u65e5\u304b\u3089\u6570\u6642\u9593\u306b\u524a\u6e1b\u3059\u308b\u3053\u3068\u306f\u3001\u5358\u306a\u308b\u5229\u4fbf\u6027\u3067\u306f\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u306b\u3064\u306a\u304c\u308b\u3002\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u624b\u4f5c\u696d\u3067\u884c\u308f\u308c\u308b\u5834\u5408\u3001\u901a\u5e381\u9867\u5ba2\u3042\u305f\u308a2\uff5e4\u6642\u9593\u306eRM\u6642\u9593\u30683\uff5e5\u6642\u9593\u306e\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u52b4\u529b\u3092\u6d88\u8cbb\u3059\u308b\u3002. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"6030\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3001\u898f\u5236\u5f53\u5c40\u306e\u305f\u3081\u306b\u3059\u3079\u3066\u306e\u5909\u66f4\u3092\u8a18\u9332\u3057\u306a\u304c\u3089\u3001\u3053\u308c\u3092\u5287\u7684\u306b\u5727\u7e2e\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e74\u304b\u30892026\u5e74\u306b\u304b\u3051\u3066\u3001\u898f\u5236\u5f53\u5c40\u306f\u8ffd\u8de1\u53ef\u80fd\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u307e\u3059\u307e\u3059\u671f\u5f85\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u30022016\u5e74\u4ee5\u964d\u306eFINMA\u306e\u30b5\u30fc\u30ad\u30e5\u30e9\u30fc\u306f\u3001\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u30d3\u30c7\u30aa\u8b58\u5225\u3092\u5f37\u8abf\u3057\u3066\u3044\u308b\u3002ESMA\u306eMiFID II\u9069\u5408\u6027\u3078\u306e\u671f\u5f85\u306f\u30012022\u5e74\u4ee5\u964d\u5f37\u5316\u3055\u308c\u3066\u3044\u308b\u3002 <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=\"6031\">ESG<\/a> \u306e\u6539\u6b63\u306b\u3088\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u6295\u8cc7\u5bb6\u306e\u55dc\u597d\u3092\u628a\u63e1\u3057\u3001\u5546\u54c1\u304c\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u9069\u5408\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u8a3c\u660e\u3059\u308b\u3053\u3068\u304c\u6c42\u3081\u3089\u308c\u3066\u3044\u308b\u3002FATF\u306e\u52e7\u544a\u306f\u3001\u4e16\u754c\u7684\u306aKYC\/AML\u7fa9\u52d9\u3092\u652f\u3048\u3066\u3044\u308b\u3002\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30c1\u30a7\u30fc\u30f3\u3084\u30ef\u30fc\u30c9\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u983c\u3063\u3066\u3044\u308b\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u975e\u52b9\u7387\u306a\u3060\u3051\u3067\u306a\u304f\u3001\u898f\u5236\u5f53\u5c40\u304b\u3089\u6307\u6458\u3092\u53d7\u3051\u308b\u30ea\u30b9\u30af\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u6bb5\u968e\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u53ef\u8996\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u5206\u6790\u3068\u9867\u5ba2\u306e\u9032\u6357\u72b6\u6cc1\u306e\u8ffd\u8de1\u306b\u3088\u308a\u3001\u5b9f\u7528\u7684\u306a\u6d1e\u5bdf\u304c\u5f97\u3089\u308c\u308b\u305f\u3081\u3001\u30c1\u30fc\u30e0\u306f\u5404\u9867\u5ba2\u306e\u696d\u52d9\u3092\u76e3\u8996\u3057\u3001\u65e9\u671f\u306b\u4ecb\u5165\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002RM\u306f\u3001\u3042\u308b\u53d7\u76ca\u6a29\u6240\u6709\u8005\u306e\u30d1\u30b9\u30dd\u30fc\u30c8\u304c\u7d1b\u5931\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u767a\u898b\u3057\u305f\u5834\u5408\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30d3\u30e5\u30fc\u4e2d\u306b\u6570\u9031\u9593\u5f8c\u306b\u305d\u306e\u30ae\u30e3\u30c3\u30d7\u3092\u767a\u898b\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u305d\u306e\u65e5\u306e\u3046\u3061\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u9032\u6357\u72b6\u6cc1\u3092\u30b9\u30c6\u30fc\u30b8\u5225\u3001\u6cd5\u57df\u5225\u3001\u5546\u54c1\u30bf\u30a4\u30d7\u5225\u306b\u8ffd\u8de1\u3067\u304d\u308b\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u7d4c\u55b6\u9663\u304c\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u767a\u898b\u3057\u3001\u9045\u308c\u304c\u6df1\u523b\u5316\u3059\u308b\u524d\u306b\u30ea\u30bd\u30fc\u30b9\u3092\u518d\u914d\u5206\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6700\u65b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u3088\u308b\u6210\u679c\u306e\u6982\u8981\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3088\u308a\u9ad8\u3044\u6d3b\u6027\u5316\u7387\uff08\u6642\u9593\u306e\u6700\u9069\u5316\u306b\u3088\u308b42%\u306e\u6539\u5584\uff09<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u3059\u308b\u6307\u6458\u4e8b\u9805\u3084\u76e3\u67fb\u4f8b\u5916\u306e\u6e1b\u5c11<\/li>\n\n\n\n<li>NPS\u306e\u5411\u4e0a\uff086\u5206\u9593\u306e\u30d5\u30ed\u30fc\u306722\u30dd\u30a4\u30f3\u30c8\u306e\u5411\u4e0a\uff09<\/li>\n\n\n\n<li>\u3088\u308a\u4e88\u6e2c\u53ef\u80fd\u306aAUM\u306e\u6d41\u5165\u3068\u30af\u30ed\u30b9\u30bb\u30eb<\/li>\n\n\n\n<li>RM\u3068\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u306e\u624b\u4f5c\u696d\u3092\u524a\u6e1b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6700\u65b0\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e3b\u306a\u7279\u5fb4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u304c\u898f\u5236\u696d\u7a2e\u306b\u9069\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6700\u65b0\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30c1\u30fc\u30e0\u304c\u8907\u6570\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u306f\u3001\u5358\u7d14\u306a\u30d5\u30a9\u30fc\u30e0\u30fb\u30d3\u30eb\u30c0\u30fc\u3092\u8d85\u3048\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u91d1\u878d\u696d\u754c\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3092\u3082\u3068\u306b\u3001\u5fc5\u8981\u306a\u6a5f\u80fd\u306e\u6982\u8981\u3092\u8aac\u660e\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8907\u96d1\u306a\u91d1\u878d\u5546\u54c1\u306b\u5408\u308f\u305b\u305f\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3068\u96fb\u5b50\u7f72\u540d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u5411\u3051\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4e00\u4efb\u5951\u7d04\u3001\u9867\u554f\u5951\u7d04\u3001\u4fdd\u967a\u5951\u7d04\u306e\u3088\u3046\u306a\u8907\u96d1\u306a\u5546\u54c1\u306b\u9069\u5fdc\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30d5\u30a9\u30fc\u30e0\u306b\u306f\u6761\u4ef6\u30ed\u30b8\u30c3\u30af\u3092\u4f7f\u7528\u3057\u3001\u9867\u5ba2\u306e\u30bf\u30a4\u30d7\u3001\u6cd5\u57df\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u57fa\u3065\u3044\u3066\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u8868\u793a\u3059\u308b\u3053\u3068\u3067\u3001\u30e6\u30fc\u30b6\u30fc\u306b\u8ca0\u62c5\u3092\u304b\u3051\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u96fb\u5b50\u7f72\u540d\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\uff08DocuSign\u3084Swisscom Sign\u306a\u3069\uff09\u3068\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u30b9\u30a4\u30b9\u306eZertES\u3084EU\u306eeIDAS\u306b\u57fa\u3065\u304f\u6cd5\u7684\u62d8\u675f\u529b\u306e\u3042\u308b\u5951\u7d04\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u3002\u6761\u4ef6\u4ed8\u304d\u30ed\u30b8\u30c3\u30af\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u6a5f\u95a2\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5b8c\u4e86\u3057\u305f\u9867\u5ba2\u306e\u6e80\u8db3\u5ea6\u304c81%\u3067\u3042\u3063\u305f\u3068\u5831\u544a\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>KYC \/ KYB\u30c7\u30fc\u30bf\u306e\u53d6\u5f97\u3068\u691c\u8a3c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Know Your Customer (KYC)\u306e\u628a\u63e1\u3068 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e5%90%88%e6%b3%95%e7%9a%84%e3%81%aa%e3%83%93%e3%82%b8%e3%83%8d%e3%82%b9%e3%81%8b%e3%81%a9%e3%81%86%e3%81%8b%e3%82%92%e7%a2%ba%e8%aa%8d%e3%81%99%e3%82%8b%e6%96%b9%e6%b3%95-kyb%e3%81%ae%e8%aa%ac\/\" target=\"_self\">\u30ce\u30a6\u30fb\u30e6\u30a2\u30fb\u30d3\u30b8\u30cd\u30b9\uff08KYB<\/a>)\u30c7\u30fc\u30bf\u304c\u57fa\u790e\u3068\u306a\u308b\u3002\u6700\u65b0\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u751f\u4f53\u8a8d\u8a3c\uff08\u9854\u8a8d\u8b58\uff09\u3001World-Check\u306e\u3088\u3046\u306a\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u3078\u306eAPI\u3001\u307e\u305f\u306f\u30d1\u30b9\u30dd\u30fc\u30c8\u306eOCR\u3092\u4ecb\u3057\u3066\u672c\u4eba\u78ba\u8a8d\u3092\u884c\u3046\u3002\u30c7\u30fc\u30bf\u306f\u4e00\u5ea6\u53d6\u5f97\u3055\u308c\u3001\u30d5\u30a9\u30fc\u30e0\u3001\u8eab\u5143\u60c5\u5831\u3001\u7d0d\u7a0e\u5730\u3001CRS\/FATCA\u7533\u544a\u3001\u8cc7\u91d1\u6e90\u3001\u6295\u8cc7\u76ee\u7684\u306a\u3069\u306b\u307e\u305f\u304c\u3063\u3066\u518d\u5229\u7528\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30b9\u30af\u30fb\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30eb\u30fc\u30eb\u30fb\u30a8\u30f3\u30b8\u30f3<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30b9\u30af\u30a8\u30f3\u30b8\u30f3\u306f\u3001\u30eb\u30fc\u30eb\u30d9\u30fc\u30b9\u307e\u305f\u306fAI\u4e3b\u5c0e\u306e\u30e2\u30c7\u30eb\u3092\u9069\u7528\u3057\u3001\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u305f\u4eba\u7269\uff08PEPs\uff09\u3001\u5236\u88c1\u63aa\u7f6e\u306e\u30de\u30c3\u30c1\u30f3\u30b0\u3001\u9ad8\u30ea\u30b9\u30af\u306e\u6cd5\u57df\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30a8\u30f3\u30b8\u30f3\u306f\u3001\u65b0\u3057\u3044\u30c7\u30fc\u30bf\u304c\u5165\u529b\u3055\u308c\u308b\u3068\u52d5\u7684\u306b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3059\u308b\u305f\u3081\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u91cd\u8981\u306a\u90e8\u5206\u306b\u6ce8\u610f\u3092\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u8a2d\u5b9a\u53ef\u80fd\u306a\u30eb\u30fc\u30eb\u306f\u3001IT\u306e\u4ecb\u5165\u306a\u3057\u306b\u30b9\u30a4\u30b9\u3001EU\u3001\u4e2d\u6771\u306e\u898f\u5236\u306b\u9069\u5fdc\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3068\u30bf\u30b9\u30af\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001RM\u30ec\u30d3\u30e5\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u627f\u8a8d\u3001\u696d\u52d9\u30c1\u30a7\u30c3\u30af\u3001\u671f\u9650\u5207\u308c\u9805\u76ee\u306e\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30eb\u30fc\u30eb\u306a\u3069\u3001\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u7684\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3057\u307e\u3059\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u8907\u96d1\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u901a\u3058\u3066\u52b9\u7387\u7684\u306b\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30bf\u30b9\u30af\u7ba1\u7406\u6a5f\u80fd\u306b\u3088\u308a\u3001\u30b9\u30c6\u30c3\u30d7\u3092\u898b\u9003\u3059\u3053\u3068\u306a\u304f\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u5272\u308a\u5f53\u3066\u306b\u3088\u308a\u3001\u9069\u5207\u306a\u62c5\u5f53\u8005\u304c\u5404\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u51e6\u7406\u3057\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u5fd8\u308c\u53bb\u3089\u308c\u305f\u3068\u611f\u3058\u308b\u3053\u3068\u306e\u591a\u3044\u3001\u7f72\u540d\u5f8c\u306e\u300c\u30d6\u30e9\u30c3\u30af\u30db\u30fc\u30eb\u300d\u671f\u9593\u3092\u306a\u304f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u76e3\u67fb\u8a3c\u8de1\u306b\u3088\u308b\u6587\u66f8\u30fb\u5951\u7d04\u7ba1\u7406<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u66f8\u7ba1\u7406\u306f\u3001\u3059\u3079\u3066\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u8cc7\u6599\u306e\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u3001\u5b89\u5168\u306a\u4fdd\u7ba1\u3001\u691c\u7d22\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u7de8\u96c6\u3001\u627f\u8a8d\u306f\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u30e6\u30fc\u30b6\u30fcID\u3067\u8a18\u9332\u3055\u308c\u3001\u898f\u5236\u5f53\u5c40\u306e\u305f\u3081\u306b\u4e0d\u5909\u306e\u76e3\u67fb\u8a3c\u8de1\u3092\u69cb\u7bc9\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001FINMA\u691c\u67fb\u3001MiFID II\u9069\u5408\u6027\u8a3c\u660e\u3001\u5185\u90e8\u76e3\u67fb\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5206\u6790\uff06\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5206\u6790\u30c4\u30fc\u30eb\u306f\u3001\u5b8c\u4e86\u307e\u3067\u306e\u6642\u9593\u3001\u62d2\u5426\u7387\u3001\u30dd\u30fc\u30bf\u30eb\u30ed\u30b0\u30a4\u30f3\u7d71\u8a08\u306a\u3069\u306e\u30e1\u30c8\u30ea\u30af\u30b9\u3092\u8868\u793a\u3057\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u3092\u4f7f\u7528\u3057\u3066\u30e6\u30fc\u30b6\u30fc\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u8ffd\u8de1\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u884c\u52d5\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u3069\u306e\u3088\u3046\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u3068\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3059\u308b\u304b\u306b\u3064\u3044\u3066\u3088\u308a\u6df1\u3044\u6d1e\u5bdf\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u88fd\u54c1\u5206\u6790\u30c4\u30fc\u30eb\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30d1\u30bf\u30fc\u30f3\u3084\u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30b7\u30e7\u30f3\u30a4\u30d9\u30f3\u30c8\u3092\u7279\u5b9a\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3069\u306e\u3088\u3046\u306b\u3084\u308a\u53d6\u308a\u3057\u3066\u3044\u308b\u304b\u306b\u57fa\u3065\u3044\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u7d99\u7d9a\u7684\u306b\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u304c\u9867\u5ba2\u304c\u3069\u3053\u3067\u884c\u304d\u8a70\u3063\u3066\u3044\u308b\u304b\u3092\u767a\u898b\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059181T\u4f59\u5206\u306a1\u5206\u3042\u305f\u308a\u306e\u30c9\u30ed\u30c3\u30d7\u30aa\u30d5\u306f\u3001\u9280\u884c\u30a2\u30d7\u30ea\u3067\u5e73\u574711.4\u5206\u3068\u4e00\u822c\u7684\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u6d1e\u5bdf\u306b\u3088\u308a\u3001\u30d7\u30ed\u30bb\u30b9\u306e\u6539\u5584\u3068\u30ea\u30bd\u30fc\u30b9\u306e\u5272\u308a\u5f53\u3066\u304c\u4fc3\u9032\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3068\u306e\u7d71\u5408<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3068\u306e\u7d71\u5408\u3001, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%80%81%e8%b3%a2%e3%81%84%e6%8a%95%e8%b3%87%e5%ae%b6%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e3%83%bb%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa\/\" target=\"_self\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/a> (PMS)\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306f\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u3092\u89e3\u6d88\u3057\u307e\u3059\u3002InvestGlass\u306f\u65e2\u5b58\u306e\u30c4\u30fc\u30eb\u3084\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u30c4\u30fc\u30eb\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5408\u7406\u5316\u3057\u3001\u5168\u4f53\u7684\u306a\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u5b8c\u4e86\u3059\u308b\u3068\u3001\u9867\u5ba2\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306fCRM\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u9020\u3001\u304a\u3088\u3073 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\" rel=\"noopener\" title=\"\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"6032\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u30bb\u30b0\u30e1\u30f3\u30c8\u3002API\u3068\u30b3\u30cd\u30af\u30bf\u30fc\u306f\u3001\u624b\u4f5c\u696d\u3067\u518d\u5165\u529b\u3059\u308b\u3053\u3068\u306a\u304f\u30b9\u30e0\u30fc\u30ba\u306a\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3092\u4fdd\u8a3c\u3059\u308b\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\"><strong>\u9867\u5ba2\u5411\u3051\u30dd\u30fc\u30bf\u30eb\u307e\u305f\u306f\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u7528\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ab\u30b9\u30bf\u30de\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u3001\u5951\u7d04\u66f8\u3092\u78ba\u8a8d\u3057\u3001\u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u3067\u304d\u308b\u3001\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u5b89\u5168\u306a\u30b9\u30da\u30fc\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u9867\u5ba2\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3068\u30b3\u30fc\u30c9\u4e0d\u8981\u306e\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6a19\u6e96\u5316\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5411\u4e0a\u3055\u305b\u308b\u3001\u30b3\u30e9\u30dc\u30ec\u30fc\u30c6\u30a3\u30d6\u3067\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u74b0\u5883\u3092\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u9032\u6357\u72b6\u6cc1\u3001\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3001\u30bf\u30b9\u30af\u3001\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u53ef\u8996\u5316\u3057\u3001\u30e1\u30fc\u30eb\u306e\u3084\u308a\u53d6\u308a\u3092\u6e1b\u3089\u3057\u3066\u5b8c\u4e86\u3092\u65e9\u3081\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b7\u30ca\u30ea\u30aa\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306eEU\u9867\u5ba2\u306b\u5bfe\u3059\u308b\u30b9\u30a4\u30b9\u9280\u884c\u3078\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30e9\u30f3\u30b9\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u304c\u3001\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u306b\u672c\u62e0\u3092\u7f6e\u304f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u3068\u306e\u4e00\u4efb\u5951\u7d04\u306b\u95a2\u5fc3\u3092\u793a\u3057\u3066\u3044\u308b\u3002\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u306f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%bb%e3%82%ad%e3%83%a5%e3%82%a2%e3%81%aa%e9%a1%a7%e5%ae%a2%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab%e3%82%92%e5%88%a9%e7%94%a8%e3%81%99%e3%82%8b%e3%83%a1%e3%83%aa%e3%83%83%e3%83%88\/\" target=\"_self\">\u30bb\u30ad\u30e5\u30a2\u30dd\u30fc\u30bf\u30eb<\/a> \u30ea\u30f3\u30af\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u30d1\u30b9\u30dd\u30fc\u30c8\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u3001\u6761\u4ef6\u4ed8\u304d\u30d5\u30a9\u30fc\u30e0\u306f\u7533\u544a\u3055\u308c\u305f\u7d0d\u7a0e\u5c45\u4f4f\u5730\u306b\u57fa\u3065\u3044\u3066CRS\/FATCA\u7533\u544a\u3092\u660e\u3089\u304b\u306b\u3059\u308b\u3002\u5236\u88c1\u63aa\u7f6e\u306e\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u901a\u3058\u3066\u81ea\u52d5\u7684\u306b\u5b9f\u884c\u3055\u308c\u308b\u3002\u9069\u5408\u6027\u30af\u30a4\u30ba\u306f\u3001MiFID II\u304c\u8981\u6c42\u3059\u308bESG\u306e\u55dc\u597d\u3092\u628a\u63e1\u3059\u308b\u3002\u9867\u5ba2\u306f\u30de\u30f3\u30c7\u30fc\u30c8\u306b\u96fb\u5b50\u7f72\u540d\u3057\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3092\u958b\u59cb\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u306b\u5c02\u9580\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u5fc5\u8981\u306a\u7406\u7531<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u4e00\u822c\u7684\u306aSaaS\u3084e\u30b3\u30de\u30fc\u30b9\u30c4\u30fc\u30eb\u3067\u306f\u5bfe\u5fdc\u3067\u304d\u306a\u3044\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8ab2\u984c\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002\u6700\u59275\u3064\u4ee5\u4e0a\u306e\u30ec\u30a4\u30e4\u30fc\u3092\u6301\u3064\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306b\u304a\u3051\u308b\u53d7\u76ca\u8005\u6240\u6709\u6a29\u306e\u89e3\u660e\u306e\u8907\u96d1\u3055\u3084\u3001\u65e2\u5b58\u30e6\u30fc\u30b6\u30fc\u306b\u5bfe\u3059\u308b\u6bce\u5e74\u306eKYC\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u306e\u5fc5\u8981\u6027\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002MiFID II\u306e\u9069\u5408\u6027\u8981\u4ef6\u306f\u5546\u54c1\u3092\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u7d50\u3073\u3064\u3051\u3001\u6052\u4e45\u7684\u306a\u5236\u88c1\u63aa\u7f6e\u306e\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u306f\u5730\u653f\u5b66\u7684\u306a\u5909\u5316\u306b\u5bfe\u5fdc\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u3053\u308c\u3089\u306f\u30a8\u30c3\u30b8\u30b1\u30fc\u30b9\u3067\u306f\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u3084\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c1\u30fc\u30e0\u306b\u3068\u3063\u3066\u65e5\u5e38\u7684\u306a\u73fe\u5b9f\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u4f5c\u696d\u306f\u30ea\u30b9\u30af\u3092\u5897\u5927\u3055\u305b\u308b2022\u5e74\u304b\u30892024\u5e74\u306b\u304b\u3051\u3066\u3001\u91d1\u878d\u6a5f\u95a2\u306e\u76e3\u67fb\u306b\u3088\u308a\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u30fb\u30a8\u30e9\u30fc\u306b\u3088\u308b\u7f70\u91d1\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u306e\u554f\u984c\u306b\u3088\u308b\u627f\u8a8d\u306e\u9045\u5ef6\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b9\u30c6\u30fc\u30bf\u30b9\u306e\u4e00\u5143\u7ba1\u7406\u306a\u3069\u304c\u660e\u3089\u304b\u306b\u306a\u3063\u305f\u3002\u96fb\u5b50\u30e1\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u66f8\u985e\u306e\u7d1b\u5931\u3001\u30b9\u30c6\u30c3\u30d7\u306e\u898b\u843d\u3068\u3057\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u5168\u4f53\u304c\u7ba1\u7406\u8005\u306b\u3068\u3063\u3066\u4e0d\u900f\u660e\u3068\u306a\u308b\u306a\u3069\u3001\u30ae\u30e3\u30c3\u30d7\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c02\u9580\u5316\u3055\u308c\u305f\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u300c\u30b4\u30fc\u30eb\u30c7\u30f3\u30fb\u30ec\u30b3\u30fc\u30c9\u300d\u306b\u4e00\u5143\u5316\u3057\u3001PEP\u304a\u3088\u3073\u5236\u88c1\u30c1\u30a7\u30c3\u30af\u3092\u7ba1\u7406\u3057\u3001\u898f\u5236\u5f53\u5c40\u306e\u305f\u3081\u306b\u3059\u3079\u3066\u306e\u5909\u66f4\u3092\u8a18\u9332\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306eDLT\u30eb\u30fc\u30eb\u3001EU\u306eDORA\u30ec\u30b8\u30ea\u30a8\u30f3\u30b9\u8981\u4ef6\u3001\u307e\u305f\u306f\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\u306e\u898f\u5236\u5f53\u5c40\u306e\u671f\u5f85\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u3001\u7ba1\u8f44\u5730\u57df\u56fa\u6709\u306e\u30ed\u30b8\u30c3\u30af\u304c\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u8a2d\u5b9a\u3057\u3001\u5916\u90e8\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3092\u5b9f\u884c\u3057\u3001\u9867\u5ba2\u3092\u627f\u8a8d\u307e\u305f\u306f\u62d2\u5426\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306b\u9867\u5ba2\u306e\u5065\u5eb7\u72b6\u614b\u3092\u76e3\u8996\u3059\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u6e80\u8db3\u5ea6\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u554f\u984c\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306e\u65e9\u671f\u4ecb\u5165\u3092\u53ef\u80fd\u306b\u3057\u3001\u9867\u5ba2\u7dad\u6301\u7387\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6cd5\u57df\u306b\u7279\u5316\u3057\u305f\u30ed\u30b8\u30c3\u30af\u306e\u5fc5\u8981\u6027\u306f\u3044\u304f\u3089\u5f37\u8abf\u3057\u3066\u3082\u3057\u3059\u304e\u308b\u3053\u3068\u306f\u306a\u3044\u3002UAE\u306e\u9867\u5ba2\u3068\u30c9\u30a4\u30c4\u3084\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u306e\u9867\u5ba2\u3068\u3067\u306f\u3001\u958b\u793a\u8981\u4ef6\u304c\u7570\u306a\u308b\u3002\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30eb\u30fc\u30eb\u306f\u3001\u3055\u3089\u306b\u5225\u306e\u30ec\u30a4\u30e4\u30fc\u3092\u8ffd\u52a0\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u30d0\u30ea\u30a8\u30fc\u30b7\u30e7\u30f3\u306b\u5bfe\u5fdc\u3057\u305f\u30bd\u30d5\u30c8\u30a6\u30a8\u30a2\u306f\u3001\u3059\u3050\u306b\u3001\u3042\u308b\u3044\u306f\u30b3\u30fc\u30c9\u8a2d\u5b9a\u306a\u3057\u3067\u3001\u30b3\u30b9\u30c8\u306e\u304b\u304b\u308b\u624b\u4f5c\u696d\u306b\u3088\u308b\u56de\u907f\u7b56\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u8fd1\u4ee3\u5316\u3057\u306a\u3044\u3053\u3068\u306e\u30ea\u30b9\u30af\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b4\uff5e6\u9031\u9593\u306e\u9045\u308c\u304c\u751f\u3058\u3001\u305d\u306e\u9593\u306b\u9867\u5ba2\u304c\u4fe1\u983c\u3092\u5931\u3063\u305f\u308a\u3001\u7af6\u5408\u4ed6\u793e\u3092\u9078\u3093\u3060\u308a\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/li>\n\n\n\n<li>\u5931\u308f\u308c\u305f\u7fa9\u52d9\u3068\u6b73\u5165\u306e\u6f0f\u308c<\/li>\n\n\n\n<li>\u898f\u5236\u5f53\u5c40\u306b\u3088\u308b\u7f70\u91d1\uff08AML\u306e\u4e0d\u5099\u306b\u5bfe\u3059\u308bAMLD6\u3067\u306e\u6570\u767e\u4e07\u30e6\u30fc\u30ed\u306a\u3069\uff09<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u30cd\u30ac\u30c6\u30a3\u30d6\u306a\u53e3\u30b3\u30df\u3068\u98a8\u8a55\u88ab\u5bb3<\/li>\n\n\n\n<li>\u76e3\u67fb\u7d50\u679c\u3068\u4e0a\u53f8\u304b\u3089\u306e\u76e3\u8996\u5f37\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\uff1a\u30b9\u30a4\u30b9\u30bd\u30d6\u30ea\u30f3\u30a2\u30d7\u30ed\u30fc\u30c1<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c8\u3055\u308c\u3066\u3044\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2%e3%81%ae%e3%83%88%e3%83%83%e3%83%97%e6%a9%9f%e8%83%bd%e3%81%ae%e9%95%b7%e6%89%80\/\" target=\"_self\">\u30aa\u30f3\u30d7\u30ec\u30df\u30b9) CRM<\/a> \u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b9\u30bf\u30c3\u30af\u3067\u3059\u3002\u5305\u62ec\u7684\u306a\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30b5\u30af\u30bb\u30b9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u3001InvestGlass\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u7d71\u5408\u3057\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u3068\u9577\u671f\u7684\u306a\u6210\u529f\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u30022010\u5e74\u4ee3\u534a\u3070\u306b\u767a\u8868\u3055\u308c\u30012025\u5e74\u307e\u3067\u7d99\u7d9a\u7684\u306b\u66f4\u65b0\u3055\u308c\u308bInvestGlass\u306f\u3001CRM\u3001\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\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\u30921\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3057\u307e\u3059\u3002\u3053\u306e\u30aa\u30fc\u30eb\u30fb\u30a4\u30f3\u30fb\u30ef\u30f3\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30dd\u30a4\u30f3\u30c8\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u4f7f\u7528\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u3092\u60a9\u307e\u305b\u308b\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u3084\u7d71\u5408\u306e\u982d\u75db\u306e\u7a2e\u3092\u89e3\u6d88\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306fInvestGlass\u306e\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u306e\u4e2d\u5fc3\u3067\u3059\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u7c73\u56fd\u306eCLOUD\u6cd5\u306e\u9069\u7528\u7bc4\u56f2\u5916\u3067\u3042\u308b\u305f\u3081\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u8b77\u3057\u3001\u4e0d\u5fc5\u8981\u306a\u8ee2\u9001\u3092\u907f\u3051\u3088\u3046\u3068\u3059\u308bEU\u3001\u4e2d\u6771\u3001APAC\u306e\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u5171\u611f\u3092\u547c\u3093\u3067\u3044\u308b\u3002\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u5c55\u958b\u304c\u5fc5\u8981\u306a\u4f01\u696d\u306b\u306f\u3001InvestGlass\u306f\u305d\u306e\u30e2\u30c7\u30eb\u3082\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b8\u30e5\u30cd\u30fc\u30d6\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306fInvestGlass\u3092\u5c0e\u5165\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u309215\u55b6\u696d\u65e5\u304b\u30895\u55b6\u696d\u65e5\u306b\u77ed\u7e2e\u3057\u305f\u3002\u307e\u305f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e5%a4%96%e9%83%a8%e8%b3%87%e7%94%a3%e9%81%8b%e7%94%a8%e4%bc%9a%e7%a4%be%e3%82%92%e9%81%b8%e3%81%b6%e9%9a%9b%e3%81%ae%e3%83%88%e3%83%83%e3%83%97%e3%83%bb%e3%83%92%e3%83%b3%e3%83%88\/\" target=\"_self\">\u72ec\u7acb\u7cfb\u8cc7\u7523\u904b\u7528\u4f1a\u793e<\/a> \u306f\u3001\u65ad\u7247\u5316\u3055\u308c\u305f\u96fb\u5b50\u30e1\u30fc\u30eb\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u7d71\u4e00\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u3067\u3001KYC\u306e\u8cea\u3068\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u6210\u679c\u306f\u3001InvestGlass\u3092\u5229\u7528\u3057\u3066\u624b\u4f5c\u696d\u304b\u3089\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u79fb\u884c\u3057\u305f\u91d1\u878d\u6a5f\u95a2\u306e\u5178\u578b\u7684\u306a\u4f8b\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u91d1\u878d\u306b\u9069\u5fdc\u3057\u305f\u4e00\u822c\u7684\u306aCRM\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u4e0d\u52d5\u7523\u3001\u516c\u5171\u90e8\u9580\u306a\u3069\u3001\u898f\u5236\u3055\u308c\u305fB2B\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306b\u4e00\u304b\u3089\u8a2d\u8a08\u3055\u308c\u307e\u3057\u305f\u3002\u30b9\u30de\u30fc\u30c8\u30fb\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u81f3\u308b\u307e\u3067\u3001\u5168\u3066\u306e\u6a5f\u80fd\u306fFINMA\u3001MiFID II\u3001FATF\u3001\u305d\u3057\u3066\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306e\u4e0b\u3067\u904b\u7528\u3055\u308c\u3066\u3044\u308b\u73fe\u5b9f\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\u306e\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">RM\u307e\u305f\u306f\u898b\u8fbc\u307f\u5ba2\u306f\u3001\u5b89\u5168\u306a\u30ea\u30f3\u30af\u3001\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u30a6\u30a3\u30b8\u30a7\u30c3\u30c8\u3001\u307e\u305f\u306f\u57cb\u3081\u8fbc\u307f\u30d5\u30a9\u30fc\u30e0\u3092\u4ecb\u3057\u3066\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u958b\u59cb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002InvestGlass\u306f\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u4f7f\u3044\u3084\u3059\u3055\u3092\u5411\u4e0a\u3055\u305b\u308b\u76f4\u611f\u7684\u3067\u52b9\u7387\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u53cc\u65b9\u306b\u3068\u3063\u3066\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5408\u7406\u5316\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306f\u67d4\u8edf\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u9867\u5ba2\u304c\u5916\u90e8\u306e\u7d39\u4ecb\u8005\u304b\u3089\u7d39\u4ecb\u3055\u308c\u305f\u5834\u5408\u3067\u3082\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306b\u5fdc\u3058\u305f\u5834\u5408\u3067\u3082\u3001\u652f\u5e97\u306b\u6765\u5e97\u3057\u305f\u5834\u5408\u3067\u3082\u3001\u6570\u56de\u306e\u30af\u30ea\u30c3\u30af\u3067\u540c\u3058\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u5316\u3055\u308c\u305f\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u958b\u59cb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u6761\u4ef6\u30ed\u30b8\u30c3\u30af\u3092\u4f7f\u7528\u3057\u3001\u5546\u54c1\u3001\u7ba1\u8f44\u533a\u57df\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u9069\u5fdc\u3057\u307e\u3059\u3002\u591a\u8a00\u8a9e\u30b5\u30dd\u30fc\u30c8\uff08\u82f1\u8a9e\u3001\u30d5\u30e9\u30f3\u30b9\u8a9e\u3001\u30c9\u30a4\u30c4\u8a9e\u3001\u30a4\u30bf\u30ea\u30a2\u8a9e\uff09\u306f\u30b9\u30a4\u30b9\u3068\u30e8\u30fc\u30ed\u30c3\u30d1\u306e\u8a00\u8a9e\u306e\u591a\u69d8\u6027\u3092\u53cd\u6620\u3057\u3001\u6a19\u6e96\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30e0\u306f\u4e8b\u524d\u306e\u56de\u7b54\u306b\u57fa\u3065\u3044\u3066\u52d5\u7684\u306b\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u8868\u793a\u307e\u305f\u306f\u975e\u8868\u793a\u306b\u3057\u3001\u9867\u5ba2\u304c\u5727\u5012\u3055\u308c\u308b\u3053\u3068\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3092\u898b\u9003\u3059\u3053\u3068\u304c\u306a\u3044\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\/KYB\u60c5\u5831\u306f\u4e00\u5ea6\u53d6\u308a\u8fbc\u307e\u308c\u305f\u5f8c\u3001\u518d\u5229\u7528\u3055\u308c\u308b\uff1a\u8eab\u5143\u60c5\u5831\u3001\u7d0d\u7a0e\u5730\u3001CRS\/FATCA\u7533\u544a\u3001\u8cc7\u91d1\u6e90\u3001\u6295\u8cc7\u76ee\u7684\u3001ESG\u9078\u597d\uff08MiFID II\u306e2022\u5e74ESG\u6539\u6b63\u3067\u8981\u6c42\u3055\u308c\u308b\uff09\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u5165\u529b\u306e\u91cd\u8907\u3092\u306a\u304f\u3057\u3001\u30df\u30b9\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u8a2d\u5b9a\u53ef\u80fd\u306a\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u4f7f\u7528\u3057\u3066\u6587\u66f8\u3092\u30c1\u30a7\u30c3\u30af\u3057\u3001\u7d71\u5408\u3055\u308c\u305f\u5be9\u67fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u7d4c\u7531\u3057\u3066\u5916\u90e8\u30c1\u30a7\u30c3\u30af\u3092\u5b9f\u884c\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u627f\u8a8d\u307e\u305f\u306f\u62d2\u5426\u3057\u307e\u3059\u3002\u30bf\u30b9\u30af\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u3088\u308a\u3001\u9069\u5207\u306a\u62c5\u5f53\u8005\u304c\u5404\u30b9\u30c6\u30c3\u30d7\u3092\u78ba\u5b9f\u306b\u51e6\u7406\u3057\u3001\u671f\u9650\u3092\u904e\u304e\u305f\u9805\u76ee\u306b\u306f\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30eb\u30fc\u30eb\u304c\u9069\u7528\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u306f\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u30e6\u30fc\u30b6\u30fcID\u3067\u8a18\u9332\u3055\u308c\u3001FINMA\u3001ESMA\u3001\u307e\u305f\u306f\u5185\u90e8\u76e3\u67fb\u30ec\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306e\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u69cb\u7bc9\u3057\u307e\u3059\u3002\u3053\u306e\u30ec\u30d9\u30eb\u306e\u30c8\u30ec\u30fc\u30b5\u30d3\u30ea\u30c6\u30a3\u306f\u3001\u691c\u67fb\u6642\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5b9f\u8a3c\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"594\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-1024x594.png\" alt=\"\" class=\"wp-image-50250\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-1024x594.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-300x174.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-768x445.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4.png 1237w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u3068\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306b\u306f\u5b89\u5168\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u304c\u3042\u308a\u3001\u305d\u306e\u5834\u9650\u308a\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u30b9\u30ec\u30c3\u30c9\u3078\u306e\u4f9d\u5b58\u3092\u6392\u9664\u3057\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u6587\u66f8\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u3001\u5951\u7d04\u66f8\u3092\u78ba\u8a8d\u3057\u3001\u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u3092\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30dd\u30fc\u30bf\u30eb\u306b\u306f\u3001\u30bf\u30b9\u30af\u3001\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3001\u304a\u3088\u3073\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30c6\u30c3\u30d7\u304c\u8868\u793a\u3055\u308c\u3001\u793e\u5185\u30c1\u30fc\u30e0\u3068\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u9867\u5ba2\uff08\u300cID\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u300d\u3001\u300c\u30ea\u30b9\u30af\u30fb\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u5b8c\u4e86\u300d\u3001\u300c\u5951\u7d04\u66f8\u306e\u78ba\u8a8d\u3068\u7f72\u540d\u300d\uff09\u306e\u4e21\u65b9\u306b\u8868\u793a\u3055\u308c\u308b\u3002\u9867\u5ba2\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\uff08RM\uff09\u306e\u53cc\u65b9\u304c\u3001\u9867\u5ba2\u306e\u9032\u6357\u72b6\u6cc1\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30e2\u30cb\u30bf\u30fc\u3067\u304d\u308b\u305f\u3081\u3001\u900f\u660e\u6027\u304c\u78ba\u4fdd\u3055\u308c\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u5168\u4f53\u3092\u901a\u3058\u3066\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30b5\u30dd\u30fc\u30c8\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30db\u30ef\u30a4\u30c8\u30fb\u30e9\u30d9\u30eb\u306e\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306f\u3001\u30ab\u30b9\u30bf\u30e0\u30fb\u30c9\u30e1\u30a4\u30f3\u3001\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3001\u6d77\u5916\u9867\u5ba2\u5411\u3051\u306e\u591a\u8a00\u8a9e\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u5f8c\u3082\u3001\u30ec\u30dd\u30fc\u30c8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\u3001\u30bb\u30ad\u30e5\u30a2\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u306a\u3069\u306e\u305f\u3081\u306b\u30dd\u30fc\u30bf\u30eb\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u9577\u671f\u7684\u306a\u30c7\u30b8\u30bf\u30eb\u95a2\u4fc2\u306e\u59cb\u307e\u308a\u306b\u5909\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b7\u30ca\u30ea\u30aa<\/strong> \u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u306e\u9867\u5ba2\u306f\u3001\u521d\u65e5\u306b\u500b\u5225\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30dd\u30fc\u30bf\u30eb\u30fb\u30ea\u30f3\u30af\u3092\u53d7\u3051\u53d6\u308b\u3002\u30d1\u30b9\u30dd\u30fc\u30c8\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u3001\u9069\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u306b\u56de\u7b54\u3057\u3001\u5951\u7d04\u66f8\u306b\u7f72\u540d\u3059\u308b\u3002RM\u306f\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u9032\u6357\u72b6\u6cc1\u3092\u30e2\u30cb\u30bf\u30fc\u3057\u3001\u66f8\u985e\u304c\u898b\u3064\u304b\u3089\u306a\u3044\u5834\u5408\u306f\u30bb\u30ad\u30e5\u30a2\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3067\u9023\u7d61\u3092\u53d6\u308b\u3002\u30a2\u30ab\u30a6\u30f3\u30c8\u306f1\u9031\u9593\u4ee5\u5185\u306b\u5b8c\u5168\u306b\u904b\u7528\u53ef\u80fd\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\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\u304c1\u3064\u306e\u30b9\u30bf\u30c3\u30af\u306b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30a4\u30f3\u30c8\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u30cd\u30a4\u30c6\u30a3\u30d6CRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u7d99\u7d9a\u7684\u306a\u95a2\u4fc2\u7ba1\u7406\u306e\u9593\u306e\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u304c\u53d6\u308a\u9664\u304b\u308c\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u5b8c\u4e86\u3059\u308b\u3068\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306f\u81ea\u52d5\u7684\u306b\u30d5\u30a3\u30fc\u30c9\u3055\u308c\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CRM\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3068\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3<\/strong>:\u30bb\u30fc\u30eb\u30b9\u304a\u3088\u3073RM\u306f\u3001\u6700\u521d\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u304b\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u307e\u3067\u306e\u5b8c\u5168\u306a\u5c65\u6b74\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\/\u30a2\u30ab\u30a6\u30f3\u30c8\u69cb\u9020<\/strong>:\u6295\u8cc7\u30de\u30f3\u30c7\u30fc\u30c8\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u4fdd\u6709\u5546\u54c1\u306f\u4e8b\u524d\u306b\u5165\u529b\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30bb\u30b0\u30e1\u30f3\u30c8<\/strong>:\u307e\u305f\u3001\u30e6\u30fc\u30b6\u30fc\u30fb\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u884c\u52d5\u306b\u57fa\u3065\u304f\u30bf\u30fc\u30b2\u30c3\u30c8\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b7\u30fc\u30b1\u30f3\u30b9\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u30dd\u30fc\u30bf\u30eb\u901a\u77e5\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u5236\u7d04\u3092\u5c0a\u91cd\u3057\u306a\u304c\u3089\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b9\u30c6\u30fc\u30b8\u307e\u305f\u306f\u9069\u5408\u6027\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u57fa\u3065\u3044\u3066\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002RM\u306f\u3001\u9867\u5ba2\u306e360\u00b0\u30d3\u30e5\u30fc\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u3001\u518d\u5165\u529b\u3084\u30a8\u30e9\u30fc\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u304b\u3089\u6a19\u6e96\u5316\u3055\u308c\u305f\u53cd\u5fa9\u53ef\u80fd\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3078<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2019\u5e74\u304b\u30892022\u5e74\u306b\u304b\u3051\u3066\u3001\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u9867\u5ba2\u3068\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30a8\u30af\u30bb\u30eb\u306e\u30c8\u30e9\u30c3\u30ab\u30fc\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30c1\u30a7\u30fc\u30f3\u3001\u30ef\u30fc\u30c9\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u983c\u3063\u3066\u3044\u305f\u3002\u305d\u306e\u7d50\u679c\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u6df7\u4e71\u3001\u53d7\u76ca\u8005\u306e\u958b\u793a\u6f0f\u308c\u3001\u30b9\u30c6\u30fc\u30bf\u30b9\u306e\u4e00\u5143\u7ba1\u7406\u30014\uff5e6\u9031\u9593\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u9045\u308c\u304c\u751f\u3058\u305f\u3002\u65b0\u3057\u3044\u5e02\u5834\u3084\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3078\u306e\u62e1\u5f35\u306f\u3001\u3053\u308c\u3089\u306e\u30da\u30a4\u30f3\u30dd\u30a4\u30f3\u30c8\u3092\u5897\u5e45\u3055\u305b\u308b\u3060\u3051\u3067\u3042\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u624b\u4f5c\u696d\u306b\u4ee3\u308f\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u5316\u3057\u3001\u30b0\u30eb\u30fc\u30d7\u5316\u3057\u307e\u3057\u305f\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9867\u5ba2\u30bf\u30a4\u30d7<\/strong>:\u30ea\u30c6\u30fc\u30eb\u3001HNWI\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3001\u4f01\u696d\u3001\u30d5\u30a1\u30f3\u30c9<\/li>\n\n\n\n<li><strong>\u7ba1\u8f44<\/strong>:\u30b9\u30a4\u30b9\u3001EU\u3001GCC\u3001APAC<\/li>\n\n\n\n<li><strong>\u88fd\u54c1<\/strong>:\u4e00\u4efb\u5951\u7d04\u3001\u9867\u554f\u5951\u7d04\u3001\u878d\u8cc7\u3001\u4fdd\u967a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u5316\u3055\u308c\u305f\u30b5\u30af\u30bb\u30b9\u30d7\u30e9\u30f3\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001InvestGlass\u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u4e00\u8cab\u6027\u3068\u518d\u73fe\u6027\u3092\u78ba\u4fdd\u3057\u3001\u30c1\u30fc\u30e0\u306f\u3059\u3079\u3066\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u6a19\u6e96\u5316\u3055\u308c\u305f\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306b\u57fa\u3065\u304d\u3001\u8907\u88fd\u3001\u8abf\u6574\u3001\u6539\u5584\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30b9\u30a4\u30b9\u306e\u4e2d\u898f\u6a21\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u306f\u3001InvestGlass\u306b\u79fb\u884c\u5f8c\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u65e5\u6570\u309215\u55b6\u696d\u65e5\u304b\u30895\u55b6\u696d\u65e5\u306b\u77ed\u7e2e\u3057\u3001RM\u306f\u66f8\u985e\u3092\u8ffd\u3046\u3088\u308a\u3082\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\u306e\u30bb\u30fc\u30eb\u30b9\u304b\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3078\u306e\u30cf\u30f3\u30c9\u30aa\u30d5<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM\u306e\u30aa\u30dd\u30c1\u30e5\u30cb\u30c6\u30a3\u306f\u30b3\u30f3\u30c6\u30af\u30b9\u30c8\u3092\u5931\u3046\u3053\u3068\u306a\u304f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b1\u30fc\u30b9\u306b\u5909\u63db\u3057\u307e\u3059\u3002\u30e1\u30e2\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3001\u30c7\u30a3\u30b9\u30ab\u30c3\u30b7\u30e7\u30f3\u5c65\u6b74\u306f\u9867\u5ba2\u8a18\u9332\u3068\u4e00\u7dd2\u306b\u79fb\u52d5\u3057\u307e\u3059\u3002\u30cf\u30f3\u30c9\u30aa\u30d5\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u65b0\u898f\u30e6\u30fc\u30b6\u304c\u52b9\u7387\u7684\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3055\u308c\u3001\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u3092\u5931\u3046\u3053\u3068\u306a\u304f\u3001\u55b6\u696d\u304b\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3078\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u53ef\u8996\u6027\u30eb\u30fc\u30eb\u306b\u3088\u308a\u3001\u55b6\u696d\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u5404\u30c1\u30fc\u30e0\u304c\u540c\u3058\u30b3\u30a2\u30fb\u30ec\u30b3\u30fc\u30c9\u3092\u53c2\u7167\u3057\u3001\u30ed\u30fc\u30eb\u30d9\u30fc\u30b9\u3067\u6a5f\u5bc6\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u306e\u4f8b\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6708\u66dc\u65e5\uff1a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30bf\u30fc\u30e0\u30b7\u30fc\u30c8\u306b\u30b5\u30a4\u30f3\u3002.<\/li>\n\n\n\n<li>\u5373\u65e5\uff1a\u9069\u5207\u306a\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b1\u30fc\u30b9\u304c\u81ea\u52d5\u4f5c\u6210\u3055\u308c\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3092\u53d7\u3051\u53d6\u308a\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u6c34\u66dc\u65e5\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30d5\u30a9\u30fc\u30e0\u306b\u8a18\u5165\u3057\u3001\u66f8\u985e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3002.<\/li>\n\n\n\n<li>\u91d1\u66dc\u65e5\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u627f\u8a8d\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306b\u3088\u308a\u3001\u9867\u5ba2\u304c\u5fd8\u308c\u53bb\u3089\u308c\u305f\u3068\u611f\u3058\u308b\u3053\u3068\u306e\u591a\u3044\u30b5\u30a4\u30f3\u5f8c\u306e \u201c\u30d6\u30e9\u30c3\u30af\u30db\u30fc\u30eb \u201d\u671f\u9593\u3092\u306a\u304f\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30ea\u30bd\u30fc\u30b9\u3068\u30ac\u30a4\u30c9\u4ed8\u304d\u30b5\u30dd\u30fc\u30c8\u3067\u3001\u4fa1\u5024\u5b9f\u73fe\u307e\u3067\u306e\u6642\u9593\u3092\u77ed\u7e2e<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u304b\u30892026\u5e74\u306b\u304b\u3051\u3066\u3001\u9867\u5ba2\u306e\u671f\u5f85\u306f\u5287\u7684\u306b\u5909\u5316\u3057\u305f\u3002HNWI\u3084\u4f01\u696d\u306e\u8ca1\u52d9\u62c5\u5f53\u8005\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u3068\u4eba\u9593\u306b\u3088\u308b\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u7d44\u307f\u5408\u308f\u305b\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u4f8b\u3048\u3070\u3001\u9031\u672b\u306bKYC\u66f8\u985e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3059\u308b\u306a\u3069\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bf\u30b9\u30af\u3092\u81ea\u5206\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3067\u5b8c\u4e86\u3055\u305b\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30dd\u30fc\u30bf\u30eb\u5185\u3067\u69d8\u3005\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30ea\u30bd\u30fc\u30b9\u3092\u30db\u30b9\u30c8\u307e\u305f\u306f\u30ea\u30f3\u30af\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\uff1a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u95a2\u3059\u308bFAQ\u3001\u5546\u54c1\u30d1\u30f3\u30d5\u30ec\u30c3\u30c8\u3001\u9069\u5408\u6027\u306e\u8aac\u660e\u30012023-2025\u5e74\u306e\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3092\u53cd\u6620\u3057\u305f\u7a0e\u91d1\u3084\u898f\u5236\u306e\u958b\u793a\u306a\u3069\u3067\u3059\u3002\u30d7\u30c3\u30b7\u30e5\u901a\u77e5\u3084\u30a2\u30d7\u30ea\u5185\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u9867\u5ba2\u306b\u6848\u5185\u3057\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5185\u3067\u6587\u8108\u306b\u6cbf\u3063\u305f\u60c5\u5831\u3092\u76f4\u63a5\u914d\u4fe1\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3067\u304d\u3001\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3068\u6a5f\u80fd\u63a1\u7528\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002\u9867\u5ba2\u306f\u3001\u307b\u3068\u3093\u3069\u306e\u5fc5\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u975e\u540c\u671f\u3067\u5b8c\u4e86\u3067\u304d\u308b\u305f\u3081\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f1a\u8b70\u306e\u56de\u6570\u3092\u6e1b\u3089\u3057\u3001\u4fa1\u5024\u5b9f\u73fe\u307e\u3067\u306e\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30e2\u30c7\u30eb\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9867\u5ba2\u3084\u6642\u9593\u5e2f\u306e\u96e2\u308c\u305f\u9867\u5ba2\u306b\u3068\u3063\u3066\u7279\u306b\u6709\u7528\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u30c9\u30d0\u30a4\u3092\u62e0\u70b9\u3068\u3059\u308b\u9867\u5ba2\u306f\u3001InvestGlass\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u53e3\u5ea7\u3092\u5b8c\u5168\u306b\u30ea\u30e2\u30fc\u30c8\u3067\u958b\u8a2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9867\u5ba21\u793e\u3042\u305f\u308a\u306e\u4e8b\u52d9\u51e6\u7406\u6642\u9593\u3092\u524a\u6e1b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308b\u5178\u578b\u7684\u306a\u624b\u4f5c\u696d\u306b\u306f\u3001\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u30c7\u30fc\u30bf\u306e\u518d\u5165\u529b\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u8ffd\u8de1\u3001\u793e\u5185\u30b9\u30c6\u30fc\u30bf\u30b9\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u4e8b\u52d9\u7684\u306a\u8ca0\u62c5\u306f\u3001\u9867\u5ba21\u793e\u3042\u305f\u308a\u6570\u6642\u9593\u3092\u6d88\u8cbb\u3057\u3001\u3088\u308a\u4fa1\u5024\u306e\u9ad8\u3044\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u304b\u3089\u6ce8\u610f\u3092\u305d\u3089\u3059\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u81ea\u52d5\u5316\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CRM\u304b\u3089\u306e\u30d5\u30a9\u30fc\u30e0\u4e8b\u524d\u5165\u529b<\/strong>:\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u3067\u5165\u529b\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306f\u5f15\u304d\u7d99\u304c\u308c\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30bf\u30b9\u30af\u306e\u4f5c\u6210\u3068\u30ea\u30de\u30a4\u30f3\u30c0\u30fc<\/strong>:\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bf\u30b9\u30af\u306f\u81ea\u52d5\u7684\u306b\u5272\u308a\u5f53\u3066\u3089\u308c\u3001\u8ffd\u8de1\u3055\u308c\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30b9\u30c6\u30fc\u30bf\u30b9\u901a\u77e5\u3068\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3<\/strong>:\u30b9\u30c6\u30c3\u30d7\u306e\u671f\u9650\u304c\u904e\u304e\u308b\u3068\u3001\u30c1\u30fc\u30e0\u306b\u30a2\u30e9\u30fc\u30c8\u304c\u9001\u3089\u308c\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u6587\u66f8\u306e\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406<\/strong>:\u5c65\u6b74\u304c\u3059\u3079\u3066\u8a18\u9332\u3055\u308c\u3001\u5e38\u306b\u6700\u65b0\u7248\u304c\u5229\u7528\u53ef\u80fd\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u73fe\u5b9f\u7684\u306a\u6642\u9593\u7bc0\u7d04\u306f\u3001RM\u306e\u6642\u9593\u30672\uff5e4\u6642\u9593\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u306e\u52b4\u529b\u30673\uff5e5\u6642\u9593\u3067\u3042\u308b\u3002\u9593\u63a5\u7684\u306a\u7bc0\u7d04\u306b\u306f\u3001\u30a8\u30e9\u30fc\u306e\u6e1b\u5c11\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4f8b\u5916\u306e\u6e1b\u5c11\u3001\u76e3\u67fb\u3084\u898f\u5236\u5f53\u5c40\u306e\u691c\u67fb\u306e\u6e96\u5099\u6642\u9593\u306e\u77ed\u7e2e\u306a\u3069\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u308b\u6b27\u5dde\u306e\u4e2d\u898f\u6a21\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001InvestGlass\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30c7\u30b8\u30bf\u30eb\u5316\u3057\u305f\u5f8c\u30012\u4eba\u306e\u30d5\u30eb\u30bf\u30a4\u30e0\u76f8\u5f53\u8005\u3092\u624b\u4f5c\u696d\u306eKYC\u30c1\u30a7\u30c3\u30af\u304b\u3089\u9867\u5ba2\u5bfe\u5fdc\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306b\u518d\u914d\u7f6e\u3057\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d7\u30ed\u30b0\u30ec\u30c3\u30b7\u30d6\u30fb\u30c7\u30a3\u30b9\u30af\u30ed\u30fc\u30b8\u30e3\u30fc\uff1a\u30b9\u30c6\u30c3\u30d7\u30fb\u30d0\u30a4\u30fb\u30b9\u30c6\u30c3\u30d7\u3067\u9867\u5ba2\u3092\u5c0e\u304f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30ed\u30b0\u30ec\u30c3\u30b7\u30d6\u30fb\u30c7\u30a3\u30b9\u30af\u30ed\u30fc\u30b8\u30e3\u30fc\u306fUX\u306e\u30b3\u30f3\u30bb\u30d7\u30c8\u3067\u3059\u3002\u4e00\u5ea6\u306b\u5168\u3066\u306e\u30d5\u30a9\u30fc\u30e0\u3084\u66f8\u985e\u3067\u9867\u5ba2\u3092\u5727\u5012\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u524d\u63d0\u6761\u4ef6\u304c\u6e80\u305f\u3055\u308c\u308b\u3054\u3068\u306b\u6bb5\u968e\u7684\u306b\u60c5\u5831\u304c\u958b\u793a\u3055\u308c\u307e\u3059\u3002InvestGlass\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u3001\u672c\u4eba\u78ba\u8a8d\u3001\u6295\u8cc7\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u5951\u7d04\u3001\u8cc7\u91d1\u8abf\u9054\u3068\u3044\u3063\u305f\u6bb5\u968e\u306b\u5206\u3051\u3001\u305d\u306e\u5f8c\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u81ea\u52d5\u7684\u306b\u660e\u3089\u304b\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306b\u3068\u3063\u3066\u306e\u5229\u70b9\u306f\u3001\u3088\u308a\u660e\u78ba\u306a\u671f\u5f85\u3001\u3088\u308a\u9ad8\u3044\u5b8c\u4e86\u7387\u3001\u653e\u68c4\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u306e\u6e1b\u5c11\u306a\u3069\u3067\u3059\u3002\u793e\u5185\u30c1\u30fc\u30e0\u306b\u3068\u3063\u3066\u3001\u30d7\u30ed\u30b0\u30ec\u30c3\u30b7\u30d6\u306a\u60c5\u5831\u958b\u793a\u306f\u3001\u3069\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b1\u30fc\u30b9\u304c\u672c\u5f53\u306b\u884c\u304d\u8a70\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u5358\u306b\u6b21\u306e\u6bb5\u968e\u3092\u5f85\u3063\u3066\u3044\u308b\u306e\u304b\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u6e2c\u5b9a\u3068\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u306e\u4e88\u6e2c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3084\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9577\u671f\u7684\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u6df1\u3055\u3068\u53ce\u76ca\u306e\u5148\u884c\u6307\u6a19\u3067\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306e\u30e6\u30fc\u30b6\u30fc\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u306b\u3069\u306e\u3088\u3046\u306b\u95a2\u4e0e\u3057\u3066\u3044\u308b\u304b\u3001\u30b9\u30c6\u30c3\u30d7\u3092\u3069\u306e\u7a0b\u5ea6\u8fc5\u901f\u306b\u5b8c\u4e86\u3057\u305f\u304b\u3001\u3069\u3053\u3067\u884c\u304d\u8a70\u307e\u3063\u305f\u304b\u3001\u30ed\u30b0\u30a4\u30f3\u306e\u983b\u5ea6\u306a\u3069\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u6539\u5584\u3059\u308b\u305f\u3081\u306e\u5b9f\u7528\u7684\u306a\u6d1e\u5bdf\u304c\u5f97\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\u306e\u3088\u3046\u306a\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u793a\u3059\u3079\u304d\u6307\u6a19\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: center\"><strong>\u30e1\u30fc\u30c8\u30eb<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: center\"><strong>\u4f55\u304c\u308f\u304b\u308b\u304b<\/strong><\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6700\u521d\u306e\u30d5\u30a9\u30fc\u30e0\u9001\u4fe1\u304b\u3089\u5b8c\u4e86\u307e\u3067\u306e\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5168\u4f53\u7684\u306a\u52b9\u7387\u6027\u3068\u9867\u5ba2\u5bfe\u5fdc\u529b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>1\u4ef6\u5f53\u305f\u308a\u306eRM\u307e\u305f\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30bf\u30c3\u30c1\u306e\u56de\u6570<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8cc7\u6e90\u5f37\u5ea6\u3068\u6f5c\u5728\u7684\u6469\u64e6\u70b9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u66f8\u62d2\u5426\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u63d0\u51fa\u7269\u306e\u8cea\u3068\u6307\u793a\u306e\u660e\u78ba\u3055<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30ed\u30b0\u30a4\u30f3\u3068\u6587\u66f8\u95b2\u89a7\u306e\u7d71\u8a08<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306e\u5c0e\u5165<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u6307\u6a19\u306f\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067\u8996\u899a\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u7279\u5b9a\u306e\u7ba1\u8f44\u533a\u57df\u3001\u5546\u54c1\u30bf\u30a4\u30d7\u3001\u307e\u305f\u306f\u5e73\u5747\u3088\u308a\u9045\u3044\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306a\u3069\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u7d4c\u55b6\u9663\u304c\u767a\u898b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u307e\u305f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c7\u30fc\u30bf\u306f\u3001\u4e00\u4efb\u5951\u7d04\u3001\u4fdd\u967a\u5951\u7d04\u3001\u6cd5\u4eba\u5411\u3051\u878d\u8cc7\u5236\u5ea6\u306a\u3069\u306e\u5546\u54c1\u306e\u66f4\u65b0\u3084\u62e1\u5927\u306e\u610f\u601d\u6c7a\u5b9a\u306b\u3082\u53cd\u6620\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f8b<\/strong> \u3042\u308b\u6b27\u5dde\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u304c2024\u5e74\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u5206\u6790\u3092\u884c\u3063\u305f\u3068\u3053\u308d\u3001\u7279\u5b9a\u306e\u6cd5\u57df\u306e\u9867\u5ba2\u304c\u30d5\u30a9\u30fc\u30e0\u306e\u5165\u529b\u306b\u5e38\u306b2\u500d\u306e\u6642\u9593\u3092\u8981\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u5224\u660e\u3057\u305f\u3002\u30d5\u30a9\u30fc\u30e0\u3092\u518d\u8a2d\u8a08\u3057\u3001\u8a00\u8a9e\u3092\u7c21\u7d20\u5316\u3057\u3001\u30c4\u30fc\u30eb\u30c1\u30c3\u30d7\u3092\u8ffd\u52a0\u3059\u308b\u3053\u3068\u3067\u3001\u5165\u529b\u5b8c\u4e86\u307e\u3067\u306e\u6642\u9593\u309230%\u77ed\u7e2e\u3057\u307e\u3057\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30f3\u30c6\u30f3\u30c4\u30fb\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u898f\u5236\u5831\u544a<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u696d\u754c\u3067\u306f\u3001\u6587\u66f8\u304c\u9001\u4ed8\u3055\u308c\u305f\u3053\u3068\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u304c\u5b9f\u969b\u306b\u30a2\u30af\u30bb\u30b9\u3057\u305f\u304b\u3069\u3046\u304b\u3092\u77e5\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3042\u308b\u3002PRIIPs\u306eKID\u3001MiFID II\u306e\u4e8b\u524d\u30b3\u30b9\u30c8\u958b\u793a\u3001\u9069\u5408\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u306f\u3059\u3079\u3066\u898f\u5236\u4e0a\u306e\u91cd\u307f\u304c\u3042\u308a\u3001\u9867\u5ba2\u304c\u3053\u308c\u3089\u306e\u8cc7\u6599\u3092\u95b2\u89a7\u3057\u305f\u3053\u3068\u3092\u8a3c\u660e\u3059\u308b\u3053\u3068\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u6587\u66f8\u306e\u30a2\u30af\u30bb\u30b9\u30a4\u30d9\u30f3\u30c8\u3092\u8a18\u9332\u3057\u3001UX\u306e\u6700\u9069\u5316\u3068\u898f\u5236\u306e\u30a8\u30d3\u30c7\u30f3\u30b9\u306e\u4e21\u65b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u5206\u6790\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u5341\u5206\u306b\u4f7f\u7528\u3055\u308c\u3066\u3044\u306a\u3044\u30b3\u30f3\u30c6\u30f3\u30c4\uff08\u4f8b\u3048\u3070\u3001\u30a6\u30a7\u30eb\u30ab\u30e0\u30d3\u30c7\u30aa\u3084ESG\u30d1\u30f3\u30d5\u30ec\u30c3\u30c8\uff09\u304c\u30cf\u30a4\u30e9\u30a4\u30c8\u3055\u308c\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u30ea\u30bd\u30fc\u30b9\u306e\u6539\u5584\u3084\u518d\u914d\u7f6e\u3092\u5c0e\u304d\u307e\u3059\u3002\u3053\u306e\u30c7\u30fc\u30bf\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u306b\u9069\u5207\u306a\u9867\u5ba2\u60c5\u5831\u304c\u63d0\u4f9b\u3055\u308c\u305f\u3053\u3068\u3092\u8a3c\u660e\u3059\u308b\u3082\u306e\u3068\u3057\u3066\u3001\u793e\u5185\u5916\u306e\u76e3\u67fb\u6642\u306b\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u307e\u305f\u306f\u63d0\u793a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u6c42\u3081\u3089\u308c\u308b\u3082\u306e\uff082026\u5e74\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\uff09<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u306f\u3001\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8a55\u4fa1\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8cac\u4efb\u8005\u3001COO\u3001\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u8cac\u4efb\u8005\u5411\u3051\u306b\u4f5c\u6210\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u898f\u5236\u9069\u5408\u6027<\/strong>:\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306fKYC\/AML\u3001\u9069\u5408\u6027\u3001\u76e3\u67fb\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u304b\uff1fMiFID II\u3001FINMA\u3001FATF\u3001\u304a\u3088\u3073\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306b\u5bfe\u5fdc\u3057\u305f\u30ed\u30b8\u30c3\u30af\u304c\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u308b\u304b\u3092\u78ba\u8a8d\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u30c7\u30fc\u30bf\u5c45\u4f4f\u3068\u4e3b\u6a29<\/strong>:\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3067\u304d\u307e\u3059\u304b\uff1f\u4e0d\u5fc5\u8981\u306a\u30c7\u30fc\u30bf\u8ee2\u9001\u3084\u5916\u56fd\u306e\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u6cd5\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u907f\u3051\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb<\/strong>:\u6697\u53f7\u5316\u3001SSO\u3001\u304d\u3081\u7d30\u304b\u306a\u30a2\u30af\u30bb\u30b9\u8a31\u53ef\u3001\u8a73\u7d30\u306a\u76e3\u67fb\u30ed\u30b0\u306f\u3001\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u306b\u3068\u3063\u3066\u8b72\u308c\u306a\u3044\u3082\u306e\u3067\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30ce\u30fc\u30b3\u30fc\u30c9\u3067\u8a2d\u5b9a\u53ef\u80fd<\/strong>:\u30d3\u30b8\u30cd\u30b9\u30c1\u30fc\u30e0\u306f\u3001\u5927\u898f\u6a21\u306aIT\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3084\u30d9\u30f3\u30c0\u30fc\u306e\u4ecb\u5165\u306a\u3057\u306b\u3001\u30d5\u30a9\u30fc\u30e0\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30ea\u30b9\u30af\u30eb\u30fc\u30eb\u3092\u8abf\u6574\u3067\u304d\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002.<\/li>\n\n\n\n<li><strong>\u7d71\u5408\u306e\u5e45<\/strong>:CRM\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001PMS\u3001\u6587\u66f8\u4fdd\u7ba1\u3001\u96fb\u5b50\u7f72\u540d\u30c4\u30fc\u30eb\u7528\u306e\u30b3\u30cd\u30af\u30bf\u30fc\u3084API\u306f\u3001\u30b5\u30a4\u30ed\u5316\u3084\u624b\u4f5c\u696d\u306b\u3088\u308b\u518d\u5165\u529b\u3092\u524a\u6e1b\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u7d4c\u9a13<\/strong>:\u30d6\u30e9\u30f3\u30c9\u30dd\u30fc\u30bf\u30eb\u3001\u591a\u8a00\u8a9e\u30b5\u30dd\u30fc\u30c8\u3001\u30e2\u30d0\u30a4\u30eb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30c7\u30b6\u30a4\u30f3\u3001\u30d7\u30ed\u30b0\u30ec\u30c3\u30b7\u30d6\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u304c\u3001\u9867\u5ba2\u306e\u95a2\u5fc3\u3092\u5f15\u304d\u4ed8\u3051\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3<\/strong>:\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30012024\u5e74\u304b\u30892030\u5e74\u306b\u304b\u3051\u3066\u306e\u9867\u5ba2\u6570\u3001\u4e8b\u696d\u4f53\u6570\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u696d\u52d9\u306e\u5897\u52a0\u306b\u5bfe\u5fdc\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u6599\u91d1\u4f53\u7cfb\u3068\u6709\u6599\u30d7\u30e9\u30f3<\/strong>:\u304a\u5ba2\u69d8\u306e\u4e88\u7b97\u3068\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u5408\u3063\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u3001\u6599\u91d1\u4f53\u7cfb\u3068\u6709\u6599\u30d7\u30e9\u30f3\u306e\u6709\u7121\u3092\u8a55\u4fa1\u3057\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u898f\u5236\u3055\u308c\u305fB2B\u6a5f\u95a2\u306e\u305f\u3081\u306b\u3001\u3053\u308c\u3089\u306e\u57fa\u6e96\u3092\u4e2d\u5fc3\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u95a2\u3059\u308b\u3088\u304f\u3042\u308b\u8cea\u554f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306eFAQ\u3067\u306f\u3001\u4ee5\u4e0b\u306e\u9805\u76ee\u3092\u53d6\u308a\u4e0a\u3052\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e9%a1%a7%e5%ae%a2%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e6%88%90%e5%8a%9f%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae\/\" target=\"_self\">\u9280\u884c\u696d\u52d9\u306b\u304a\u3051\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a>, \u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\u4fdd\u967a\u3001\u304a\u3088\u3073\u96a3\u63a5\u3059\u308b\u898f\u5236\u90e8\u9580\u306f\u3001\u4e00\u822c\u7684\u306aSaaS\u3067\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u306e\u9055\u3044\u306f\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\uff08Know Your Customer\uff09\u306f\u3001\u9867\u5ba2\u306e\u8eab\u5143\u78ba\u8a8d\u3068\u30ea\u30b9\u30af\u8a55\u4fa1\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b5\u30d6\u30bb\u30c3\u30c8\u3067\u3042\u308b\u3002\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306fKYC\u3092\u5305\u542b\u3059\u308b\u304c\u3001\u9069\u5408\u6027\u8a55\u4fa1\u3001\u6587\u66f8\u53ce\u96c6\u3001\u5951\u7d04\u66f8\u7f72\u540d\u3001\u53e3\u5ea7\u306e\u6709\u52b9\u5316\u3001\u30d5\u30a1\u30fc\u30b9\u30c8\u30d0\u30ea\u30e5\u30fc\u306e\u63d0\u4f9b\u306a\u3069\u3082\u542b\u307e\u308c\u308b\u3002\u512a\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u305d\u306e\u4e21\u65b9\u3092\u30ab\u30d0\u30fc\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\u306e\u3088\u3046\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u5c0e\u5165\u306b\u306f\u3069\u308c\u304f\u3089\u3044\u306e\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3001\u7d71\u5408\u3001\u7ba1\u8f44\u533a\u57df\u306e\u6570\u306b\u3082\u3088\u308a\u307e\u3059\u304c\u3001\u901a\u5e384\uff5e12\u9031\u9593\u3067\u5c0e\u5165\u304c\u5b8c\u4e86\u3057\u307e\u3059\u3002\u30d7\u30ed\u30bb\u30b9\u304c\u660e\u78ba\u306b\u5b9a\u7fa9\u3055\u308c\u3066\u3044\u308b\u91d1\u878d\u6a5f\u95a2\u3067\u3042\u308c\u3070\u3001\u3088\u308a\u77ed\u671f\u9593\u3067\u672c\u756a\u7a3c\u52d5\u304c\u53ef\u80fd\u3067\u3059\u3002\u8907\u96d1\u306a\u8907\u6570\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u3084\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u306b\u306f\u3001\u8ffd\u52a0\u306e\u8a2d\u5b9a\u304c\u5fc5\u8981\u306b\u306a\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u65e2\u5b58\u306eCRM\u3068\u5171\u5b58\u3067\u304d\u308b\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u65e2\u5b58\u306eCRM\u3068\u306e\u7d71\u5408\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306eCRM\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b9\u30bf\u30c3\u30af\u3082\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u9069\u5207\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u73fe\u5728\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u72b6\u6cc1\u3084\u9577\u671f\u7684\u306a\u6226\u7565\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u898f\u5236\u5f53\u5c40\u3068\u306e\u95a2\u4fc2\u306b\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u306e\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u76e3\u67fb\u53ef\u80fd\u6027\u3068\u900f\u660e\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\u30022023\u5e74\u304b\u30892025\u5e74\u306b\u304b\u3051\u3066\u3001\u898f\u5236\u5f53\u5c40\u306f\u8ffd\u8de1\u53ef\u80fd\u306a\u30c7\u30b8\u30bf\u30eb\u30d7\u30ed\u30bb\u30b9\u3092\u307e\u3059\u307e\u3059\u671f\u5f85\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u3002\u5805\u7262\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u5c0e\u5165\u3057\u3066\u3044\u308b\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u691c\u67fb\u6642\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u3088\u308a\u7c21\u5358\u306b\u793a\u3059\u3053\u3068\u304c\u3067\u304d\u3001\u76e3\u7763\u5f53\u5c40\u3068\u306e\u6469\u64e6\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7d19\u3092\u597d\u3080\u5e74\u914d\u306e\u9867\u5ba2\u306b\u3064\u3044\u3066\u306f\u3069\u3046\u3067\u3059\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u3068\u7d19\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u5bfe\u5fdc\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u7d19\u306e\u66f8\u985e\u3092\u63d0\u51fa\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u305d\u306e\u66f8\u985e\u306f\u30b9\u30ad\u30e3\u30f3\u3055\u308c\u3066\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3055\u308c\u308b\u3002\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u30c7\u30fc\u30bf\u3068\u627f\u8a8d\u3092\u4e00\u5143\u5316\u3059\u308b\u305f\u3081\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u3069\u306e\u3088\u3046\u306a\u65b9\u6cd5\u3067\u3084\u308a\u53d6\u308a\u3059\u308b\u5834\u5408\u3067\u3082\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u53e3\u5ea7\u958b\u8a2d\u306b\u96fb\u5b50\u7f72\u540d\u306f\u5229\u7528\u3067\u304d\u307e\u3059\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306eZertES\u304a\u3088\u3073EU\u306eeIDAS\u3067\u306f\u3001\u307b\u3068\u3093\u3069\u306e\u53e3\u5ea7\u958b\u8a2d\u304a\u3088\u3073\u5951\u7d04\u30bf\u30a4\u30d7\u3067\u96fb\u5b50\u7f72\u540d\u304c\u8a8d\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u5730\u57df\u306e\u6163\u884c\u306f\u7570\u306a\u308b\u305f\u3081\u3001\u5404\u6cd5\u57df\u306e\u8981\u4ef6\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002InvestGlass\u306f\u4e3b\u8981\u306a\u96fb\u5b50\u7f72\u540d\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u7d71\u5408\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30af\u30e9\u30a6\u30c9\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u5b89\u5168\u6027\u306f\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u6697\u53f7\u5316\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u696d\u754c\u6a19\u6e96\u306e\u8a8d\u8a3c\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306b\u30c7\u30fc\u30bf\u3092\u4fdd\u7ba1\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u5916\u56fd\u306e\u30c7\u30fc\u30bf\u30fb\u30a2\u30af\u30bb\u30b9\u6cd5\u306e\u9069\u7528\u3092\u907f\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u304d\u3081\u7d30\u304b\u306a\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3068\u8a73\u7d30\u306a\u76e3\u67fb\u30ed\u30b0\u304c\u3001\u3055\u3089\u306a\u308b\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5c64\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5909\u3048\u308b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306fInvestGlass\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u624b\u4f5c\u696d\u3067\u65ad\u7247\u5316\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u3001\u7d71\u4e00\u3055\u308c\u305f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u3001\u9867\u5ba2\u306b\u3068\u3063\u3066\u4f7f\u3044\u3084\u3059\u3044\u30d7\u30ed\u30bb\u30b9\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002CRM\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u5358\u4e00\u306e\u30b9\u30a4\u30b9\u88fd\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u4e00\u5143\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u7ba1\u7406\u8ca0\u62c5\u3092\u8efd\u6e1b\u3057\u3001\u4fa1\u5024\u5b9f\u73fe\u307e\u3067\u306e\u6642\u9593\u3092\u77ed\u7e2e\u3057\u3001\u9867\u5ba2\u3084\u898f\u5236\u5f53\u5c40\u304b\u3089\u306e\u4fe1\u983c\u3092\u7bc9\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3092\u969b\u7acb\u305f\u305b\u3066\u3044\u308b\u4e3b\u306a\u5dee\u5225\u5316\u8981\u56e0\uff1a\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306eCRM\uff0b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\uff0b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u305d\u3057\u3066\u4e00\u822c\u7684\u306aSaaS\u3067\u306f\u306a\u304f\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u30d5\u30a9\u30fc\u30ab\u30b9\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u3059\u3079\u3066\u306e\u6a5f\u80fd\u306f\u3001FINMA\u3001MiFID II\u3001FATF\u3001\u304a\u3088\u3073\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306e\u4e0b\u3067\u904b\u55b6\u3055\u308c\u3066\u3044\u308b\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u304a\u3088\u3073\u516c\u5171\u90e8\u9580\u306e\u73fe\u5b9f\u306e\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201c\u300cInvestGlass\u306b\u79fb\u884c\u5f8c\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u30923\u5206\u306e2\u306b\u77ed\u7e2e\u3057\u3001KYC\u306e\u8cea\u3092\u5287\u7684\u306b\u6539\u5584\u3057\u307e\u3057\u305f\u3002RM\u306f\u4e8b\u52d9\u51e6\u7406\u3067\u306f\u306a\u304f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306b\u6642\u9593\u3092\u8cbb\u3084\u3059\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u201d\u6b27\u5dde\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c7\u30a3\u30ec\u30af\u30bf\u30fc<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u304c\u5fa1\u793e\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u3069\u306e\u3088\u3046\u306b\u5909\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3092\u898b\u308b\u6e96\u5099\u306f\u3067\u304d\u307e\u3057\u305f\u304b\uff1f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\">\u30e9\u30a4\u30d6\u30c7\u30e2\u3092\u30ea\u30af\u30a8\u30b9\u30c8\u3059\u308b<\/a> \u307e\u305f\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u3001EU\u306e\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\u4e2d\u6771\u30fb\u5317\u30a2\u30d5\u30ea\u30ab\u306e\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306a\u3069\u3001\u304a\u5ba2\u69d8\u306e\u7279\u5b9a\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306b\u5408\u308f\u305b\u3066\u69cb\u6210\u3055\u308c\u305f\u30b5\u30f3\u30c9\u30dc\u30c3\u30af\u30b9\u3092\u304a\u554f\u3044\u5408\u308f\u305b\u304f\u3060\u3055\u3044\u3002\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u7c21\u5358\u3067\u3059\u3002InvestGlass\u30c1\u30fc\u30e0\u3068\u306e\u30b3\u30f3\u30b5\u30eb\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u4e88\u7d04\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30db\u30ef\u30a4\u30c8\u30b0\u30ed\u30fc\u30d6\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u3069\u306e\u3088\u3046\u306b\u8cb4\u793e\u306e\u7af6\u4e89\u529b\u3068\u306a\u308b\u304b\u3092\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6559\u80b2\u3068\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u305f\u3081\u306e\u5b66\u7fd2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b66\u7fd2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff08LMS\uff09\u306f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u52b9\u679c\u7684\u306a\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u5b9f\u73fe\u3092\u76ee\u6307\u3059\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u306a\u8cc7\u7523\u3067\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306bLMS\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u3001\u65b0\u898f\u9867\u5ba2\u304c\u521d\u65e5\u304b\u3089\u5546\u54c1\u3092\u7406\u89e3\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u306e\u4fa1\u5024\u3092\u6700\u5927\u5316\u3067\u304d\u308b\u3088\u3046\u3001\u4f53\u7cfb\u5316\u3055\u308c\u305f\u30aa\u30f3\u30c7\u30de\u30f3\u30c9\u306e\u6559\u80b2\u3084\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p 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after a client signs is fragile. Get onboarding right, and you unlock lifetime value increases of up to 300%, revenue growth of 2.5x, and retention rates that outpace competitors by a wide margin. Get it wrong, and you risk losing mandates before they even begin,research shows that 52% of fintech users abandon at the KYC stage, and clients who only partially complete onboarding retain at just 19% compared to 82% for those who finish. In regulated sectors, the stakes are even higher. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":50248,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1349],"class_list":["post-49225","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-customer-onboarding"],"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>Customer Onboarding Software: Why It Matters in 2026<\/title>\n<meta name=\"description\" content=\"Explore the significance of Customer Onboarding Software in 2026. 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