{"id":49226,"date":"2026-03-06T16:33:21","date_gmt":"2026-03-06T15:33:21","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49226"},"modified":"2026-03-06T16:34:49","modified_gmt":"2026-03-06T15:34:49","slug":"%e8%a6%8f%e5%88%b6%e9%87%91%e8%9e%8d%e6%a9%9f%e9%96%a2%e5%90%91%e3%81%91saas%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","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/saas-customer-onboarding-software-for-regulated-financial-institutions\/","title":{"rendered":"\u898f\u5236\u91d1\u878d\u6a5f\u95a2\u5411\u3051SaaS\u578b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-introduction\">\u306f\u3058\u3081\u306b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS\u578b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u4e0d\u52d5\u7523\u4f1a\u793e\u306a\u3069\u3001\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u91cd\u8981\u6027\u306f\u304b\u3064\u3066\u306a\u3044\u307b\u3069\u9ad8\u307e\u3063\u3066\u3044\u308b\u30022025\u5e74\u3001HubSpot\u306e\u30c7\u30fc\u30bf\u306b\u3088\u308b\u3068\u3001B2B SaaS\u306e\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u306f\u5e73\u574784\u65e5\u3067\u3059\u304c\u3001\u672c\u5f53\u306e\u8ab2\u984c\u306f\u5951\u7d04\u7de0\u7d50\u5f8c\u306b\u59cb\u307e\u308a\u307e\u3059\u3002SaaS\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3067\u306f\u3001\u6bce\u67085\uff5e7%\u306e\u89e3\u7d04\u7387\u304c\u5e38\u306b\u793a\u3055\u308c\u3066\u304a\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u6570\u5b57\u309220\uff5e30%\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u3044\u3046\u8abf\u67fb\u7d50\u679c\u304c\u51fa\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30ac\u30a4\u30c9\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u4e0d\u52d5\u7523\u4f1a\u793e\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30ea\u30fc\u30c0\u30fc\u3001\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c1\u30fc\u30e0\u3092\u5bfe\u8c61\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u52b9\u679c\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ea\u30b9\u30af\u306e\u8efd\u6e1b\u3001\u53ce\u76ca\u8a8d\u8b58\u306e\u8fc5\u901f\u5316\u3001\u898f\u5236\u696d\u754c\u306b\u304a\u3051\u308b\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u53b3\u3057\u3044\u898f\u5236\u306e\u67a0\u7d44\u307f\u306e\u4e2d\u3067\u696d\u52d9\u3092\u884c\u3046\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u4e0d\u52d5\u7523\u4f1a\u793e\u306b\u3068\u3063\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u304c\u51fa\u4f1a\u3046\u5834\u3067\u3042\u308a\u3001\u305d\u306e\u4e21\u65b9\u304c\u5927\u5931\u6557\u3059\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u5834\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u53b3\u3057\u3044\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u9867\u5ba2\u4f53\u9a13\u306e\u63d0\u4f9b\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u53d6\u308b\u5fc5\u8981\u304c\u3042\u308b\u305f\u3081\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide focuses specifically on SaaS customer onboarding software for regulated industries. We\u2019re not talking about generic project management tools or consumer-facing app walkthroughs. We\u2019re addressing the complex, compliance-heavy journey of bringing B2B clients whether high-net-worth individuals, corporate banking clients, or institutional investors from contract signature to first measurable value. InvestGlass, a Swiss <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> CRM\u304a\u3088\u3073\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9280\u884c\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u4e0d\u52d5\u7523\u4e8b\u696d\u4f53\u3001\u516c\u5171\u90e8\u9580\u306a\u3069\u3001\u307e\u3055\u306b\u3053\u308c\u3089\u306e\u90e8\u9580\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u9069\u5207\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u306f\u3001\u30c1\u30fc\u30e0\u3068\u9867\u5ba2\u53cc\u65b9\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5408\u7406\u5316\u3057\u3001\u76f4\u611f\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u52b9\u7387\u7684\u306a\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u5b9f\u73fe\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=\"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\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u4e0d\u5099\u306f\u3001\u5177\u4f53\u7684\u306a\u898f\u5236\u30ea\u30b9\u30af\u3068\u53ce\u76ca\u30ea\u30b9\u30af\u3092\u751f\u3080\u3002KYC\uff08Know Your Customer\uff09\u30c1\u30a7\u30c3\u30af\u306e\u4e0d\u5408\u683c\u306f\u3001FINMA\uff08\u30b9\u30a4\u30b9\u91d1\u878d\u5e02\u5834\u76e3\u7763\u5e81\uff09\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u306e\u5f15\u304d\u91d1\u3068\u306a\u308b\u3002\u53e3\u5ea7\u958b\u8a2d\u304c\u9045\u308c\u308b\u3068\u3001AUM\uff08\u904b\u7528\u8cc7\u7523\uff09\u306e\u8a08\u4e0a\u304c\u7fcc\u56db\u534a\u671f\u306b\u305a\u308c\u8fbc\u3080\u3002MiFID II\uff08Markets in Financial Instruments Directive II\uff1a\u91d1\u878d\u5546\u54c1\u5e02\u5834\u7b2c\u4e8c\u6b21\u6307\u4ee4\uff09\u306e\u9069\u5408\u6027\u8a55\u4fa1\u3092\u6020\u308b\u3068\u3001\u4f01\u696d\u306f\u7f70\u91d1\u3084\u9867\u5ba2\u304b\u3089\u306e\u82e6\u60c5\u306b\u3055\u3089\u3055\u308c\u308b\u3002\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u9867\u5ba2\u306b\u5bfe\u3059\u308b\u624b\u4f5c\u696d\u306eKYC\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30ed\u30fc\u3067\u306f2\uff5e3\u65e5\u304b\u304b\u308b\u306e\u306b\u5bfe\u3057\u300115\uff5e20\u55b6\u696d\u65e5\u306b\u53ca\u3076\u3053\u3068\u3082\u3042\u308a\u3001\u305d\u306e\u9045\u308c\u306f\u53ce\u76ca\u306e\u640d\u5931\u3084\u9867\u5ba2\u306e\u4fe1\u983c\u306e\u4f4e\u4e0b\u306b\u76f4\u7d50\u3059\u308b\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u304c10\uff5e20\u5e74\u306b\u53ca\u3076\u3053\u3068\u304c\u591a\u3044\u5834\u5408\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u306e\u7b2c\u4e00\u5370\u8c61\u304c\u305d\u306e\u5f8c\u306e\u3059\u3079\u3066\u306e\u57fa\u8abf\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u306f\u30012024-2026\u5e74\u306b\u898f\u5236\u5bfe\u8c61\u3068\u306a\u308b\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306eSaaS\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9078\u629e\u3001\u5b9f\u88c5\u3001\u6700\u9069\u5316\u306b\u95a2\u3059\u308b\u5b9f\u8df5\u7684\u3067\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u30ac\u30a4\u30c9\u3067\u3059\u3002\u5fc5\u9808\u6a5f\u80fd\u3001\u5b9f\u969b\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3001\u305d\u3057\u3066\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u7d71\u5408\u3055\u308c\u305f\u91d1\u878d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u512a\u5148\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066InvestGlass\u3092\u5f37\u529b\u306b\u30d5\u30a3\u30c3\u30c8\u3055\u305b\u308b\u7279\u5b9a\u306e\u6a5f\u80fd\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002\u30c1\u30fc\u30e0\u3068\u9867\u5ba2\u306e\u53cc\u65b9\u306b\u3068\u3063\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5408\u7406\u5316\u3067\u304d\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u30fb\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5411\u4e0a\u3055\u305b\u3001Time-to-Value\u3092\u52a0\u901f\u3055\u305b\u308b\u4e0a\u3067\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-glossary-and-regulatory-background\">\u7528\u8a9e\u89e3\u8aac\u3068\u898f\u5236\u306e\u80cc\u666f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a73\u7d30\u306b\u5165\u308b\u524d\u306b\u3001\u3053\u3053\u3067\u306f\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u95a2\u9023\u3059\u308b\u4e3b\u8981\u306a\u7528\u8a9e\u3068\u898f\u5236\u306e\u67a0\u7d44\u307f\u306b\u3064\u3044\u3066\u7c21\u5358\u306b\u8aac\u660e\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>KYC (Know Your Customer)\uff1a<\/strong> \u9867\u5ba2\u306e\u8eab\u5143\u3092\u78ba\u8a8d\u3057\u3001\u53d6\u5f15\u95a2\u4fc2\u306b\u304a\u3051\u308b\u9055\u6cd5\u610f\u56f3\u306e\u6f5c\u5728\u7684\u30ea\u30b9\u30af\u3092\u8a55\u4fa1\u3059\u308b\u305f\u3081\u306e\u898f\u5236\u30d7\u30ed\u30bb\u30b9\u3002.<\/li>\n\n\n\n<li><strong>UBO\uff08\u6700\u7d42\u53d7\u76ca\u8005\uff09\uff1a<\/strong> \u9867\u5ba2\u3092\u6700\u7d42\u7684\u306b\u6240\u6709\u307e\u305f\u306f\u7ba1\u7406\u3059\u308b\u500b\u4eba\u3002\u7279\u306b\u6cd5\u4eba\u9867\u5ba2\u3084\u6a5f\u95a2\u6295\u8cc7\u5bb6\u9867\u5ba2\u306b\u95a2\u9023\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>MiFID II\uff08\u91d1\u878d\u5546\u54c1\u5e02\u5834\u6307\u4ee4II\uff09\uff1a<\/strong> \u91d1\u878d\u5546\u54c1\u306b\u95a2\u9023\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u9867\u5ba2\u306b\u63d0\u4f9b\u3059\u308b\u4f01\u696d\u3092\u898f\u5236\u3059\u308b\u6b27\u5dde\u9023\u5408\u306e\u6cd5\u5f8b\u3067\u3001\u900f\u660e\u6027\u3068\u6295\u8cc7\u5bb6\u4fdd\u8b77\u306b\u91cd\u70b9\u304c\u7f6e\u304b\u308c\u3066\u3044\u308b\u3002.<\/li>\n\n\n\n<li><strong>FATCA\/CRS\uff08\u5916\u56fd\u53e3\u5ea7\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6cd5\/\u5171\u901a\u5831\u544a\u57fa\u6e96\uff09\uff1a<\/strong> \u8131\u7a0e\u3092\u9632\u6b62\u3059\u308b\u305f\u3081\u306e\u7a0e\u52d9\u5831\u544a\u304a\u3088\u3073\u60c5\u5831\u4ea4\u63db\u306b\u95a2\u3059\u308b\u56fd\u969b\u57fa\u6e96\u3002.<\/li>\n\n\n\n<li><strong>AML\uff08\u30a2\u30f3\u30c1\u30fb\u30de\u30cd\u30fc\u30fb\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\uff09\uff1a<\/strong> \u72af\u7f6a\u8005\u304c\u9055\u6cd5\u306b\u5f97\u305f\u8cc7\u91d1\u3092\u5408\u6cd5\u7684\u306a\u53ce\u5165\u3068\u3057\u3066\u507d\u88c5\u3059\u308b\u3053\u3068\u3092\u9632\u3050\u305f\u3081\u306e\u6cd5\u5f8b\u3068\u624b\u7d9a\u304d\u3002.<\/li>\n\n\n\n<li><strong>AMLD5\/6\uff08\u7b2c5\/6\u6b21\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u6307\u4ee4\uff09\uff1a<\/strong> \u91d1\u878d\u6a5f\u95a2\u306b\u5bfe\u3059\u308b\u30c7\u30e5\u30fc\u30c7\u30a3\u30ea\u30b8\u30a7\u30f3\u30b9\u3068\u5831\u544a\u7fa9\u52d9\u3092\u5f37\u5316\u3059\u308bEU\u6307\u4ee4\u3002.<\/li>\n\n\n\n<li><strong>FINMA\uff1a<\/strong> \u30b9\u30a4\u30b9\u306e\u91d1\u878d\u898f\u5236\u3092\u62c5\u5f53\u3059\u308b\u30b9\u30a4\u30b9\u91d1\u878d\u5e02\u5834\u76e3\u7763\u5c40\u3002.<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong> KYC\u3001\u5546\u54c1\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u78ba\u7acb\u3092\u542b\u3080\u3001\u65b0\u898f\u9867\u5ba2\u306e\u5951\u7d04\u7de0\u7d50\u304b\u3089\u6700\u521d\u306e\u6e2c\u5b9a\u53ef\u80fd\u306a\u4fa1\u5024\u307e\u3067\u306e\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u306e\u30d7\u30ed\u30bb\u30b9\u3002.<\/li>\n\n\n\n<li><strong>\u30e6\u30fc\u30b6\u30fc\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong> \u500b\u3005\u306e\u30e6\u30fc\u30b6\u30fc\uff08\u591a\u304f\u306e\u5834\u5408\u3001\u9867\u5ba2\u7d44\u7e54\u5185\uff09\u3092\u3001\u88fd\u54c1\u306e\u521d\u671f\u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30b7\u30e7\u30f3\u3068\u6a5f\u80fd\u63a1\u7528\u3092\u901a\u3058\u3066\u5c0e\u304f\u30d7\u30ed\u30bb\u30b9\u3002.<\/li>\n\n\n\n<li><strong>\u30c7\u30b8\u30bf\u30ebKYC\uff1a<\/strong> KYC\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u30fb\u5408\u7406\u5316\u3059\u308b\u305f\u3081\u306e\u30c7\u30b8\u30bf\u30eb\u30c4\u30fc\u30eb\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u6d3b\u7528\u3002.<\/li>\n<\/ul>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-saas-customer-onboarding-software\">SaaS\u578b\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u306f\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS customer onboarding software is a cloud-based platform designed to guide new B2B clients from contract signature through to first measurable value, whether that\u2019s product activation, task completion, or engagement milestones like first login or feature adoption. In practical terms, these onboarding tools automate task assignment, facilitate client communication via portals and automated emails, manage documentation collection including forms and digital signatures and track onboarding progress against predefined milestones.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u521d\u51fa\u6642\u306e\u4e3b\u306a\u5b9a\u7fa9\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>KYC (Know Your Customer)\uff1a<\/strong> \u9867\u5ba2\u306e\u8eab\u5143\u3092\u78ba\u8a8d\u3057\u3001\u30ea\u30b9\u30af\u3092\u8a55\u4fa1\u3059\u308b\u305f\u3081\u306e\u898f\u5236\u30d7\u30ed\u30bb\u30b9\u3002.<\/li>\n\n\n\n<li><strong>UBO\uff08\u6700\u7d42\u53d7\u76ca\u8005\uff09\uff1a<\/strong> \u4f1a\u793e\u307e\u305f\u306f\u53e3\u5ea7\u3092\u6700\u7d42\u7684\u306b\u6240\u6709\u307e\u305f\u306f\u7ba1\u7406\u3057\u3066\u3044\u308b\u4eba\u7269\u3002.<\/li>\n\n\n\n<li><strong>MiFID II\uff08\u91d1\u878d\u5546\u54c1\u5e02\u5834\u6307\u4ee4II\uff09\uff1a<\/strong> \u91d1\u878d\u5e02\u5834\u306b\u304a\u3051\u308b\u900f\u660e\u6027\u3068\u6295\u8cc7\u5bb6\u4fdd\u8b77\u306e\u305f\u3081\u306eEU\u898f\u5236\u3002.<\/li>\n\n\n\n<li><strong>FATCA\/CRS\uff08\u5916\u56fd\u53e3\u5ea7\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6cd5\/\u5171\u901a\u5831\u544a\u57fa\u6e96\uff09\uff1a<\/strong> \u56fd\u969b\u7a0e\u52d9\u5831\u544a\u57fa\u6e96\u3002.<\/li>\n\n\n\n<li><strong>AML\uff08\u30a2\u30f3\u30c1\u30fb\u30de\u30cd\u30fc\u30fb\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\uff09\uff1a<\/strong> \u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u3092\u9632\u6b62\u3059\u308b\u305f\u3081\u306e\u6cd5\u5f8b\u3068\u624b\u7d9a\u304d\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-relationship-between-customer-onboarding-user-onboarding-and-digital-kyc\">\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30e6\u30fc\u30b6\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30c7\u30b8\u30bf\u30ebKYC\u306e\u95a2\u4fc2<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong> \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u6587\u66f8\u5316\u3001\u88fd\u54c1\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u306a\u3069\u3001\u65b0\u3057\u3044\u9867\u5ba2\u7d44\u7e54\u3092\u7d71\u5408\u3059\u308b\u30d7\u30ed\u30bb\u30b9\u5168\u822c\u3092\u6307\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30e6\u30fc\u30b6\u30fc\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong> \u9867\u5ba2\u7d44\u7e54\u5185\u306e\u500b\u3005\u306e\u30e6\u30fc\u30b6\u30fc\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u88fd\u54c1\u306e\u6a5f\u80fd\u3084\u521d\u671f\u306e\u4f7f\u7528\u65b9\u6cd5\u306b\u3064\u3044\u3066\u6307\u5c0e\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u30c7\u30b8\u30bf\u30ebKYC\uff1a<\/strong> \u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b5\u30d6\u30bb\u30c3\u30c8\u3067\u3001\u7279\u306b\u9867\u5ba2\u306e\u8eab\u5143\u78ba\u8a8d\u3068\u898f\u5236\u30c1\u30a7\u30c3\u30af\u306e\u30c7\u30b8\u30bf\u30eb\u5316\u306b\u5bfe\u5fdc\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u3068\u30e6\u30fc\u30b6\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u306f\u3001\u9867\u5ba2\u3068\u30e6\u30fc\u30b6\u30fc\u53cc\u65b9\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u304a\u3088\u3073\u5408\u7406\u5316\u3057\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u3001\u4fa1\u5024\u5b9f\u73fe\u307e\u3067\u306e\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b\u305f\u3081\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u4ed6\u306e\u696d\u754c\u3068\u306f\u7570\u306a\u3063\u3066\u3044\u308b\u3002\u4f8b\u3048\u3070\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u65b0\u898fHNWI\uff08\u5bcc\u88d5\u5c64\uff09\u9867\u5ba2\u306e\u6295\u8cc7\u53e3\u5ea7\u958b\u8a2d<\/li>\n\n\n\n<li>\u88c1\u91cf\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u8a2d\u5b9a<\/li>\n\n\n\n<li>\u5b8c\u5168\u306a\u4e8b\u5b9f\u78ba\u8a8d\u66f8\u985e\u306b\u3088\u308b\u4fdd\u967a\u5951\u7d04\u306e\u6709\u52b9\u5316<\/li>\n\n\n\n<li>\u8907\u96d1\u306aUBO\u69cb\u9020\u3092\u6301\u3064\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/li>\n\n\n\n<li>\u7d71\u5408 <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\">\u5916\u90e8\u8cc7\u7523\u904b\u7528\u4f1a\u793e<\/a> \u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Asana\u3084Trello\u306e\u3088\u3046\u306a\u4e00\u822c\u7684\u306a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u7ba1\u7406\u30c4\u30fc\u30eb\u3084Excel\u306e\u3088\u3046\u306a\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3068\u306f\u7570\u306a\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u53cd\u5fa9\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u305f\u3081\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084\u96fb\u5b50\u30e1\u30fc\u30eb\u30c1\u30a7\u30fc\u30f3\u3067\u306f\u4e0d\u53ef\u80fd\u306a\u3001\u9867\u5ba2\u3068\u306e\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306aKYC\u30c7\u30fc\u30bf\u306e\u53d6\u5f97\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u627f\u8a8d\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u76e3\u67fb\u8a3c\u8de1\u304c\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306f\u81ea\u52d5\u5316\u3055\u308c\u3001\u53d6\u5f15\u5b8c\u4e86\u76f4\u5f8c\u306b\u30c8\u30ea\u30ac\u30fc\u3055\u308c\u308b\u305f\u3081\u3001\u65b0\u898f\u9867\u5ba2\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fCRM\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u3044\u308b\u3001, <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> \u3068KYC\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u5358\u4e00\u306e\u30b9\u30a4\u30b9\u88fd\u30db\u30b9\u30c8\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u5b9f\u73fe\u3057\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u9867\u5ba2\u3084\u793e\u5185\u30c1\u30fc\u30e0\u304c\u5207\u308a\u96e2\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u9593\u3092\u5207\u308a\u66ff\u3048\u308b\u3053\u3068\u306a\u304f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u51e6\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u307e\u305f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306a\u3069\u306e\u65e2\u5b58\u306e\u30c4\u30fc\u30eb\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3057\u3001\u7d71\u4e00\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3092\u7dad\u6301\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-capabilities-of-saas-customer-onboarding-software\">SaaS\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30b3\u30a2\u6a5f\u80fd<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC\u3001\u9069\u5408\u6027\u3001\u66f8\u985e\u53ce\u96c6\u306e\u305f\u3081\u306e\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u30fb\u30d5\u30a9\u30fc\u30e0\u3068\u6761\u4ef6\u30ed\u30b8\u30c3\u30af\u3092\u5099\u3048\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li>\n\n\n\n<li>\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u9032\u6357\u7ba1\u7406\u3001\u30bb\u30ad\u30e5\u30a2\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u306e\u305f\u3081\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb<\/li>\n\n\n\n<li>\u4e8b\u524d\u5b9a\u7fa9\u3055\u308c\u305f\u30eb\u30fc\u30eb\u306b\u57fa\u3065\u304f\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3001\u627f\u8a8d\u3001\u30bf\u30b9\u30af\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u81ea\u52d5\u5316<\/li>\n\n\n\n<li>\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u691c\u51fa\u3068\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30e1\u30c8\u30ea\u30c3\u30af\u30b9\u8ffd\u8de1\u306e\u305f\u3081\u306e\u5206\u6790\u3068\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd<\/li>\n<\/ul>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-saas-customer-onboarding-is-especially-critical-for-financial-institutions\">SaaS\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u7279\u306b\u91cd\u8981\u306a\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u306e\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u306b\u304a\u3044\u3066\u6c7a\u5b9a\u7684\u306a\u5c40\u9762\u3067\u3059\u3002\u6295\u8cc7\u53e3\u5ea7\u306e\u5834\u5408\u3001\u53d6\u5f15\u958b\u59cb\u307e\u3067\u306e\u6642\u9593\u3001\u4fdd\u967a\u5546\u54c1\u306e\u5834\u5408\u3001\u5951\u7d04\u958b\u59cb\u307e\u3067\u306e\u6642\u9593\u3001\u305d\u3057\u3066\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u5168\u4f53\u3092\u5f62\u6210\u3059\u308b\u9867\u5ba2\u306e\u4fe1\u983c\u306e\u57fa\u790e\u3092\u6c7a\u5b9a\u3059\u308b\u77ac\u9593\u3067\u3042\u308b\u3002\u898f\u5236\u6a5f\u95a2\u306b\u3068\u3063\u3066\u306f\u3001\u898f\u5236\u5f53\u5c40\u306e\u30af\u30ea\u30a2\u30e9\u30f3\u30b9\u3001PEP\uff08Politically Exposed Person\uff09\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3001\u5236\u88c1\u63aa\u7f6e\u30c1\u30a7\u30c3\u30af\u3001\u5bcc\u306e\u6e90\u6cc9\u6587\u66f8\u5316\u3001\u9069\u5408\u6027\u8a55\u4fa1\u306a\u3069\u3001\u53ce\u76ca\u3092\u751f\u307f\u51fa\u3059\u6d3b\u52d5\u3092\u958b\u59cb\u3059\u308b\u524d\u306b\u5b8c\u4e86\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u8a66\u7df4\u3067\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-drivers\">\u898f\u5236\u30c9\u30e9\u30a4\u30d0\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u3068\u30d3\u30b8\u30cd\u30b9\u306e\u63a8\u9032\u529b\u306f\u5f37\u307e\u3063\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AMLD5\/6\uff08\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u6307\u4ee45\u304a\u3088\u30736\uff09\uff1a<\/strong> \u30ea\u30b9\u30af\u306e\u9ad8\u3044\u9867\u5ba2\u306b\u5bfe\u3059\u308b\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u5f37\u5316\u3092\u7fa9\u52d9\u4ed8\u3051\u308b\u3002. <a rel=\"noopener noreferrer\" href=\"#glossary-and-regulatory-background\" target=\"_self\">AMLD5\/6\u306b\u3064\u3044\u3066\u3082\u3063\u3068\u77e5\u308b<\/a><\/li>\n\n\n\n<li><strong>FINMA\uff08\u30b9\u30a4\u30b9\u91d1\u878d\u5e02\u5834\u76e3\u7763\u5c40\uff09\uff1a<\/strong> \u30b9\u30a4\u30b9\u306e\u9280\u884c\u306b\u5bfe\u3057\u3001\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u5305\u62ec\u7684\u306a\u5bcc\u306e\u6e90\u6cc9\u306e\u6587\u66f8\u5316\u3092\u8981\u6c42\u3002.<\/li>\n\n\n\n<li><strong>GDPR\uff08\u4e00\u822c\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5247\uff09\uff1a<\/strong> \u30c7\u30fc\u30bf\u6700\u5c0f\u5316\u306e\u539f\u5247\u3068\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u306e\u5236\u9650\u3092\u8ab2\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u4f5c\u696d\u306b\u3088\u308bKYC\u30c1\u30a7\u30c3\u30af\u306f\u3001\u9280\u884c\u306b\u3068\u3063\u3066\u9867\u5ba21\u4eba\u5f53\u305f\u308a$50-100\u306e\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b\u306e\u306b\u5bfe\u3057\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u5834\u5408\u306f$5-10\u3068\u306a\u308a\u3001\u305d\u306e\u5dee\u306f\u5e74\u9593\u6570\u5343\u4ef6\u306e\u9867\u5ba2\u7372\u5f97\u306710\u500d\u306b\u3082\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-revenue-impact\">\u53ce\u5165\u3078\u306e\u5f71\u97ff<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u6570\u9031\u9593\u304b\u3089\u6570\u65e5\u306b\u77ed\u7e2e\u3059\u308b\u3053\u3068\u3067\u3001\u624b\u6570\u6599\u306e\u5fb4\u53ce\u3068\u53d6\u5f15\u306e\u57f7\u884c\u3092\u65e9\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u3001AUM\u306e\u6210\u9577\u309215-25%\u62bc\u3057\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306eNPS\uff08\u30cd\u30c3\u30c8\u30fb\u30d7\u30ed\u30e2\u30fc\u30bf\u30fc\u30fb\u30b9\u30b3\u30a2\uff09\u30b9\u30b3\u30a2\u306f\u3001\u53e3\u5ea7\u958b\u8a2d\u306e\u9045\u308c\u306b\u3088\u308a10-20%\u4f4e\u4e0b\u3057\u3001\u53e3\u30b3\u30df\u304c\u65b0\u898f\u9867\u5ba2\u7372\u5f97\u306e\u5927\u304d\u306a\u539f\u52d5\u529b\u3068\u306a\u308b\u30d3\u30b8\u30cd\u30b9\u3067\u306f\u3001\u7d39\u4ecb\u7387\u306b\u76f4\u63a5\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3002\u696d\u754c\u306e\u5831\u544a\u306b\u3088\u308b\u3068\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5b9f\u884c\u4e0d\u826f\u306f\u3001\u30d5\u30a3\u30f3\u30c6\u30c3\u30af\u306e\u5834\u5408\u3001\u6700\u521d\u306e90\u65e5\u9593\u3067\u6700\u592740%\u306e\u89e3\u7d04\u3068\u76f8\u95a2\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-expectations\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u671f\u5f85<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u671f\u5f85\u306f\u5909\u5316\u3057\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\u5e74\u306e\u5bcc\u88d5\u5c64\u3084\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6dfb\u4ed8\u3084\u5bfe\u9762\u3067\u306e\u7f72\u540d\u5f0f\u3067\u306f\u306a\u304f\u3001\u900f\u660e\u6027\u306e\u3042\u308b\u30b9\u30c6\u30fc\u30bf\u30b9\u66f4\u65b0\u3092\u4f34\u3046\u30e2\u30d0\u30a4\u30eb\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u4f53\u9a13\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002.<\/li>\n\n\n\n<li>\u89e3\u7d04\u30b3\u30b9\u30c8\u306f\u6642\u9593\u306e\u7d4c\u904e\u3068\u3068\u3082\u306b\u5897\u5927\u3059\u308b\uff1a10\u5e74\u304b\u308920\u5e74\u7d9a\u304f\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u95a2\u4fc2\u3067\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u4e0d\u5099\u3067\u9867\u5ba2\u3092\u5931\u3046\u3053\u3068\u306f\u3001\u6570\u5341\u5e74\u306b\u308f\u305f\u308b\u624b\u6570\u6599\u3068\u7d39\u4ecb\u306e\u53ef\u80fd\u6027\u3092\u5931\u3046\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002.<\/li>\n\n\n\n<li>\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u8907\u96d1\u3055\u306b\u306f\u4ed5\u7d44\u307f\u304c\u5fc5\u8981\u3067\u3059\uff1a\u30b9\u30a4\u30b9\u5c45\u4f4f\u8005\u3068\u3001\u8907\u96d1\u306a\u8cc7\u7523\u69cb\u9020\u3092\u6301\u3064\u9ad8\u30ea\u30b9\u30af\u306e\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u3067\u306f\u3001\u53d6\u308a\u6271\u3046\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u7570\u306a\u308b\u3002.<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u6709\u52b9\u6027\u306f\u6e2c\u5b9a\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\uff1a\u65b0\u898f\u30e6\u30fc\u30b6\u30fc\u304c\u3069\u306e\u7a0b\u5ea6\u7d71\u5408\u3055\u308c\u3001\u7dad\u6301\u3055\u308c\u3066\u3044\u308b\u304b\u3092\u8a55\u4fa1\u3059\u308b\u305f\u3081\u306b\u306f\u3001Time-to-Value\u3001\u9867\u5ba2\u6d3b\u6027\u5316\u3001\u5b8c\u4e86\u7387\u3001\u521d\u671f\u6e80\u8db3\u5ea6\u306a\u3069\u306e\u4e3b\u8981\u306a\u6307\u6a19\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30b5\u30af\u30bb\u30b9\u30fb\u30c1\u30fc\u30e0\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3001\u7d99\u7d9a\u7684\u30b5\u30dd\u30fc\u30c8\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002\u7279\u306b\u3001\u500b\u5225\u6307\u5c0e\u3068\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304c\u9867\u5ba2\u306e\u6210\u529f\u306e\u9375\u3068\u306a\u308b\u3001\u30cf\u30a4\u30bf\u30c3\u30c1\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30e2\u30c7\u30eb\u3067\u306f\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u79fb\u884c\uff1a<\/strong> SaaS\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u91cd\u8981\u3067\u3042\u308b\u7406\u7531\u3092\u660e\u78ba\u306b\u7406\u89e3\u3057\u305f\u4e0a\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306eTime-to-Value\u3068\u53ce\u76ca\u8a8d\u8b58\u3092\u3069\u306e\u3088\u3046\u306b\u52a0\u901f\u3059\u308b\u304b\u3092\u691c\u8a3c\u3057\u3066\u307f\u3088\u3046\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faster-time-to-value-and-revenue-recognition\">\u30bf\u30a4\u30e0\u30fb\u30c8\u30a5\u30fb\u30d0\u30ea\u30e5\u30fc\u3068\u53ce\u76ca\u8a8d\u8b58\u306e\u8fc5\u901f\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u4f5c\u696d\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4e3b\u5c0e\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u9055\u3044\u306f\u3001\u6642\u9593\u3067\u306f\u306a\u304f\u9031\u5358\u4f4d\u3067\u6e2c\u5b9a\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-manual-vs-software-driven-onboarding\">\u624b\u52d5\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30c9\u30ea\u30d6\u30f3\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u3092\u8003\u3048\u3066\u307f\u3088\u3046\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\">\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u624b\u52d5\u306e\u30d7\u30ed\u30bb\u30b9\u3067\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8a18\u5165\u7528PDF\u30d5\u30a9\u30fc\u30e0\u3092E\u30e1\u30fc\u30eb\u3067\u9001\u4fe1<\/li>\n\n\n\n<li>\u624b\u52d5\u306ePEP\u304a\u3088\u3073\u5236\u88c1\u30c1\u30a7\u30c3\u30af<\/li>\n\n\n\n<li>\u7269\u7406\u7684\u306a\u7f72\u540d\u304c\u5fc5\u8981<\/li>\n\n\n\n<li>\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u306b\u518d\u5165\u529b\u3055\u308c\u305f\u66f8\u985e<\/li>\n\n\n\n<li>\u3059\u3079\u3066\u304c\u9806\u8abf\u306b\u9032\u3093\u3060\u5834\u5408\u300115\uff5e20\u55b6\u696d\u65e5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u4f7f\u3048\u3070\u3001\u540c\u3058\u6642\u9593\u30922-3\u65e5\u306b\u77ed\u7e2e\u3067\u304d\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u5b89\u5168\u306a\u30dd\u30fc\u30bf\u30eb\u30ea\u30f3\u30af\u3092\u53d7\u3051\u53d6\u308b<\/li>\n\n\n\n<li>\u6761\u4ef6\u4ed8\u304d\u30ed\u30b8\u30c3\u30af\u3067\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306aKYC\u30d5\u30a9\u30fc\u30e0\u3092\u5b8c\u6210<\/li>\n\n\n\n<li>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u76f4\u63a5\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9<\/li>\n\n\n\n<li>\u96fb\u5b50\u7f72\u540d\u5951\u7d04<\/li>\n\n\n\n<li>\u81ea\u52d5\u627f\u8a8d\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u53d7\u3051\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In InvestGlass, this entire flow KYC forms, risk profiling, MiFID II suitability questionnaires, investment policy statements, and digital signatures happens in a single journey. New users interact with one branded portal rather than juggling email threads and disconnected PDF attachments. The client completes each step with clear onboarding progress indicators, while compliance officers review flagged items in real-time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-revenue-impact-0\">\u53ce\u5165\u3078\u306e\u5f71\u97ff<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ce\u76ca\u3078\u306e\u5f71\u97ff\u306f\u3059\u3050\u306b\u73fe\u308c\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5b8c\u4e86\u304c\u65e9\u307e\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u53d6\u5f15\u304c\u65e9\u304f\u5b9f\u884c\u3055\u308c\u3001\u7ba1\u7406\u624b\u6570\u6599\u304c\u767a\u751f\u3057\u59cb\u3081\u3001AUM\u304c\u6b21\u306e\u56db\u534a\u671f\u306b\u305a\u308c\u8fbc\u3080\u306e\u3067\u306f\u306a\u304f\u3001\u5f53\u56db\u534a\u671f\u306b\u8a08\u4e0a\u3055\u308c\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u6bce\u6708\u4f55\u5341\u3082\u306e\u65b0\u898fHNWI\u3068\u306e\u95a2\u4fc2\u3092\u6271\u3046\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u4fa1\u5024\u5b9f\u73fe\u307e\u3067\u306e\u6642\u9593\u30922\u9031\u9593\u65e9\u3081\u308b\u3053\u3068\u306f\u3001\u53ce\u76ca\u8a8d\u8b58\u306e\u65e9\u671f\u5316\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u306e\u6539\u5584\u306b\u76f4\u7d50\u3059\u308b\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-before-and-after-comparison\">\u30d3\u30d5\u30a9\u30fc\u30fb\u30a2\u30d5\u30bf\u30fc\u6bd4\u8f03<\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30de\u30cb\u30e5\u30a2\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4e3b\u5c0e\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC\u5b8c\u4e86\u306e\u305f\u3081\u306e\u96fb\u5b50\u30e1\u30fc\u30ebPDF<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u30fb\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308b\u30bb\u30ad\u30e5\u30a2\u30fb\u30dd\u30fc\u30bf\u30eb\u30fb\u30ea\u30f3\u30af<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u624b\u52d5PEP\/\u30b5\u30f3\u30af\u30b7\u30e7\u30f3\u30fb\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u30d5\u30e9\u30b0\u306b\u3088\u308b\u81ea\u52d5\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7269\u7406\u7684\u306a\u7f72\u540d\u304c\u5fc5\u8981<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30bf\u30eb\u3067\u306e\u30c7\u30b8\u30bf\u30eb\u96fb\u5b50\u7f72\u540d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u624b\u52d5\u30c7\u30fc\u30bf\u5165\u529b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>API\u7d71\u5408\u3067\u30c7\u30fc\u30bf\u3092\u81ea\u52d5\u7684\u306b\u30d7\u30c3\u30b7\u30e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>15\uff5e20\u55b6\u696d\u65e5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2-3\u55b6\u696d\u65e5<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u79fb\u884c\uff1a<\/strong> \u53ce\u76ca\u306e\u52a0\u901f\u5316\u3060\u3051\u3067\u306a\u304f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u904b\u7528\u30ea\u30b9\u30af\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ea\u30b9\u30af\u306e\u8efd\u6e1b\u306b\u3082\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-lower-operational-and-compliance-risk\">\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30ea\u30b9\u30af\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ea\u30b9\u30af\u306e\u4f4e\u6e1b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Onboarding software enforces mandatory steps that manual processes frequently miss. PEP screening, sanctions list checks, source-of-wealth documentation, UBO collection for corporate clients these steps cannot be skipped or forgotten when they\u2019re built into automated workflows.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-automation\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u81ea\u52d5\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u304c\u5b9a\u7fa9\u3055\u308c\u305f\u3057\u304d\u3044\u5024\u3092\u8d85\u3048\u3066\u3044\u305f\u308a\u3001\u5fc5\u9808\u6587\u66f8\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b\u306a\u3069\u3001\u7279\u5b9a\u306e\u6761\u4ef6\u304c\u6e80\u305f\u3055\u308c\u305f\u5834\u5408\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u81ea\u52d5\u7684\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6848\u4ef6\u3092\u8ee2\u9001\u3057\u3001\u624b\u7d9a\u304d\u3092\u9032\u3081\u308b\u524d\u306b\u30ec\u30d3\u30e5\u30fc\u3092\u884c\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u3044\u3064\u3001\u8ab0\u304c\u3001\u3069\u306e\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u3067\u3001\u3069\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u627f\u8a8d\u3057\u305f\u304b\u3092\u8a18\u9332\u3059\u308b\u4e0d\u5909\u306e\u76e3\u67fb\u8a3c\u8de1\u3092\u4fdd\u6301\u3057\u307e\u3059\u3002\u3053\u306e\u76e3\u67fb\u8a3c\u8de1\u306f\u30012024\u5e74\u304b\u30892026\u5e74\u306b\u304b\u3051\u3066\u306e\u898f\u5236\u5f53\u5c40\u306b\u3088\u308b\u67fb\u5bdf\u306e\u969b\u306b\u975e\u5e38\u306b\u8cb4\u91cd\u306a\u3082\u306e\u3068\u306a\u308a\u307e\u3059\u3002\u67fb\u5bdf\u5b98\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u624b\u7d9a\u304d\u304c\u4e00\u8cab\u3057\u3066\u5b88\u3089\u308c\u305f\u3053\u3068\u3092\u793a\u3059\u6587\u66f8\u5316\u3055\u308c\u305f\u8a3c\u62e0\u3092\u898b\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3059\u3079\u3066\u306e\u627f\u8a8d\u3001\u3059\u3079\u3066\u306e\u6587\u66f8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u3059\u3079\u3066\u306e\u30d5\u30a9\u30fc\u30e0\u306e\u8a18\u5165\u3092\u8a18\u9332\u3057\u3001FINMA\u3001AMLD6\u3001\u305d\u306e\u4ed6\u306e\u898f\u5236\u306e\u67a0\u7d44\u307f\u304c\u8981\u6c42\u3059\u308b\u8a3c\u8de1\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardization-and-error-reduction\">\u6a19\u6e96\u5316\u3068\u30a8\u30e9\u30fc\u524a\u6e1b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Standardized onboarding workflows also eliminate errors caused by inconsistent processes. When relationship managers each handle onboarding their own way some via email attachments, others with shared network folders, others with physical document binders errors multiply. Documents get lost, steps get skipped, and version control becomes impossible.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-critical-compliance-benefits\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u91cd\u8981\u306a\u30e1\u30ea\u30c3\u30c8<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f37\u5236\u7684\u306a\u7fa9\u52d9\u63aa\u7f6e\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u304c\u6700\u5927701\u4ef6\u6e1b\u5c11TP3T<\/li>\n\n\n\n<li>\u4e0d\u5909\u306e\u76e3\u67fb\u8a3c\u8de1\u304c\u898f\u5236\u5f53\u5c40\u306e\u691c\u67fb\u8981\u4ef6\u3092\u6e80\u305f\u3059<\/li>\n\n\n\n<li>\u6a19\u6e96\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3088\u308a\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u30df\u30b9\u3084\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u7d1b\u5931\u3092\u6392\u9664<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u79fb\u884c\uff1a<\/strong> \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084\u696d\u52d9\u4e0a\u306e\u30e1\u30ea\u30c3\u30c8\u306b\u52a0\u3048\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u9867\u5ba2\u4f53\u9a13\u3084\u95a2\u4fc2\u69cb\u7bc9\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-improved-client-experience-and-relationship-building\">\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a\u3068\u95a2\u4fc2\u69cb\u7bc9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u4ee3\u7684\u306a\u30dd\u30fc\u30bf\u30eb\u30d9\u30fc\u30b9\u306e\u30e6\u30fc\u30b6\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u306f\u3001\u9867\u5ba2\u304c\u65b0\u3057\u3044\u91d1\u878d\u95a2\u4fc2\u3092\u3069\u306e\u3088\u3046\u306b\u8a8d\u8b58\u3059\u308b\u304b\u3092\u5909\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portal-based-experience\">\u30dd\u30fc\u30bf\u30eb\u30d9\u30fc\u30b9\u306e\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a5f\u5bc6\u6587\u66f8\u304c\u6dfb\u4ed8\u3055\u308c\u305f\u6697\u53f7\u5316\u3055\u308c\u3066\u3044\u306a\u3044\u96fb\u5b50\u30e1\u30fc\u30eb\u3092\u9001\u4fe1\u3059\u308b\u4ee3\u308f\u308a\u306b\u3001\u9867\u5ba2\u306f\u30d6\u30e9\u30f3\u30c9\u306e\u30dd\u30fc\u30bf\u30eb\u306b\u30a2\u30af\u30bb\u30b9\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8b58\u5225\u60c5\u5831\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9<\/li>\n\n\n\n<li>\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u8a18\u5165<\/li>\n\n\n\n<li>\u660e\u78ba\u306a\u8996\u899a\u7684\u6307\u6a19\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u9032\u6357\u3092\u8ffd\u8de1\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u9032\u6357\u72b6\u6cc1\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3067\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u3068\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u53ef\u8996\u5316\u3057\u3001\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u7ba1\u7406\u3068\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30af\u30bb\u30b9\u306e\u6210\u679c\u5411\u4e0a\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u30dd\u30fc\u30bf\u30eb\u5185\u306e\u30bb\u30ad\u30e5\u30a2\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u306f\u3001\u6563\u5728\u3059\u308b\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308a\u3001\u3059\u3079\u3066\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30921\u3064\u306e\u6587\u66f8\u5316\u3055\u308c\u305f\u5834\u6240\u306b\u4fdd\u7ba1\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-meeting-modern-client-expectations\">\u73fe\u4ee3\u306e\u9867\u5ba2\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306eHNWI\u3068\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u9867\u5ba2\u306f\u3001\u3055\u3089\u306b\u591a\u304f\u306e\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3042\u3089\u3086\u308b\u30c7\u30d0\u30a4\u30b9\u3067\u52d5\u4f5c\u3059\u308b\u30e2\u30d0\u30a4\u30eb\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9<\/li>\n\n\n\n<li>\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306e\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3067\u3001\u90fd\u5408\u306e\u826f\u3044\u6642\u306b\u30bf\u30b9\u30af\u3092\u5b8c\u4e86\u3067\u304d\u308b<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u9032\u6357\u72b6\u6cc1\u3084\u6b21\u306b\u4f55\u304c\u5fc5\u8981\u304b\u3092\u6b63\u78ba\u306b\u793a\u3059\u3001\u900f\u660e\u6027\u306e\u9ad8\u3044\u30b9\u30c6\u30fc\u30bf\u30b9\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8<\/li>\n\n\n\n<li>\u5b98\u50da\u7684\u306a\u969c\u5bb3\u3092\u4e57\u308a\u8d8a\u3048\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u81ea\u5206\u306e\u6642\u9593\u304c\u5927\u5207\u306b\u3055\u308c\u3066\u3044\u308b\u3068\u3044\u3046\u611f\u899a\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30fb\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u3068\u9280\u884c\u30ec\u30d9\u30eb\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u3053\u306e\u3088\u3046\u306a\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30ce\u30fc\u30b3\u30fc\u30c9\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30b9\u30a4\u30b9\u3084\u6b27\u5dde\u306e\u9280\u884c\u304c\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u591a\u69d8\u306a\u9867\u5ba2\u57fa\u76e4\u306b\u5bfe\u5fdc\u3057\u305f\u591a\u8a00\u8a9e\u30b5\u30dd\u30fc\u30c8\u306b\u3088\u308a\u3001\u5404\u6a5f\u95a2\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306b\u5408\u308f\u305b\u305f\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u304c\u53ef\u80fd\u3067\u3059\u3002\u30a2\u30af\u30b7\u30e7\u30f3\u304c\u5fc5\u8981\u306a\u5834\u5408\u306f\u30d7\u30c3\u30b7\u30e5\u901a\u77e5\u3067\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u901a\u77e5\u3055\u308c\u308b\u305f\u3081\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u53cc\u65b9\u3092\u3044\u3089\u3060\u305f\u305b\u308b\u3084\u308a\u53d6\u308a\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-example\">\u5b9f\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e74\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u8fd1\u4ee3\u5316\u3057\u305f\u30b8\u30e5\u30cd\u30fc\u30d6\u306e\u4e2d\u5805\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u4ee5\u524d\u306f\u3001HNWI\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u5e73\u574718\u65e5\u9593\u3092\u8981\u3057\u3001\u8907\u6570\u56de\u306e\u9762\u8ac7\u3068\u5b85\u914d\u4fbf\u3067\u306e\u66f8\u985e\u9001\u4ed8\u304c\u5fc5\u8981\u3060\u3063\u305f\u3002\u5c0e\u5165\u5f8c <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=\"6033\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u5e73\u5747\u6240\u8981\u65e5\u6570\u306f5\u65e5\u306b\u77ed\u7e2e\u3055\u308c\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3082\u5411\u4e0a\u3057\u305f\u3002\u3053\u306e\u9280\u884c\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u4e8b\u52d9\u7684\u306a\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306b\u8cbb\u3084\u3059\u6642\u9593\u304c40%\u77ed\u7e2e\u3055\u308c\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u69cb\u7bc9\u3068\u6295\u8cc7\u30a2\u30c9\u30d0\u30a4\u30b9\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3068\u5831\u544a\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u79fb\u884c\uff1a<\/strong> \u3055\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u4e0e\u3048\u308b\u5f71\u97ff\u306b\u3064\u3044\u3066\u898b\u3066\u304d\u305f\u3068\u3053\u308d\u3067\u3001\u3042\u306a\u305f\u306e\u6559\u80b2\u6a5f\u95a2\u5411\u3051\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u9078\u629e\u3059\u308b\u969b\u306b\u898b\u308b\u3079\u304d\u4e3b\u306a\u6a5f\u80fd\u306b\u3064\u3044\u3066\u78ba\u8a8d\u3057\u3088\u3046\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-to-look-for-in-saas-customer-onboarding-software\">SaaS\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u6c42\u3081\u3089\u308c\u308b\u4e3b\u306a\u6a5f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7279\u306b\u3001\u8907\u96d1\u306aKYC\u8981\u4ef6\u3001\u8907\u6570\u5f53\u4e8b\u8005\u306b\u3088\u308b\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u53b3\u683c\u306a\u9069\u5408\u6027\u30eb\u30fc\u30eb\u3092\u6301\u3064\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306b\u3068\u3063\u3066\u306f\u3001\u3059\u3079\u3066\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u304c\u540c\u3058\u3088\u3046\u306b\u4f5c\u3089\u308c\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4e00\u822c\u7684\u306a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u6c42\u3081\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306eDNA\u304c\u6b20\u3051\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-essential-feature-categories-for-financial-onboarding\">\u91d1\u878d\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u4e0d\u53ef\u6b20\u306a\u6a5f\u80fd\u30ab\u30c6\u30b4\u30ea\u30fc<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30c7\u30b8\u30bf\u30ebKYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/strong> \u6761\u4ef6\u30ed\u30b8\u30c3\u30af\u4ed8\u304d\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u30d5\u30a9\u30fc\u30e0\u3001\u81ea\u52d5\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3001MiFID II\u30a2\u30f3\u30b1\u30fc\u30c8\u3001FATCA\/CRS\u81ea\u5df1\u8a8d\u8a3c\u3001\u6cd5\u4eba\u9867\u5ba2\u5411\u3051UBO\u53ce\u96c6<\/li>\n\n\n\n<li><strong>\u7d71\u5408CRM\uff1a<\/strong> \u4e16\u5e2f\u30de\u30c3\u30d4\u30f3\u30b0\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3001\u30de\u30eb\u30c1\u30ab\u30ec\u30f3\u30b7\u30fc\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u898f\u5236\u5206\u985e\u3092\u5099\u3048\u305f\u9280\u884c\u30ec\u30d9\u30eb\u306e\u9867\u5ba2\u8a18\u9332<\/li>\n\n\n\n<li><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\uff1a<\/strong> \u5b89\u5168\u306a\u6587\u66f8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u9032\u6357\u8ffd\u8de1\u3001\u96fb\u5b50\u7f72\u540d\u3001\u591a\u8a00\u8a9e\u30b5\u30dd\u30fc\u30c8\u3092\u5099\u3048\u305f\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9<\/li>\n\n\n\n<li><strong>\u81ea\u52d5\u5316\u3068\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\uff1a<\/strong> \u6761\u4ef6\u4ed8\u304d\u30c8\u30ea\u30ac\u30fc\u3001\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3001\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5099\u3048\u305f\u6a19\u6e96\u5316\u3055\u308c\u305f\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8<\/li>\n\n\n\n<li><strong>\u5b66\u7fd2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306e\u7d71\u5408\uff1a<\/strong> \u30d6\u30ec\u30f3\u30c7\u30c3\u30c9\u30fb\u30e9\u30fc\u30cb\u30f3\u30b0\u3084\u30e2\u30d0\u30a4\u30eb\u30fb\u30e9\u30fc\u30cb\u30f3\u30b0\u3092\u542b\u3080e\u30e9\u30fc\u30cb\u30f3\u30b0\u30fb\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u901a\u3058\u3066\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u30fb\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u5f37\u5316\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u88fd\u54c1\u5206\u6790\u30c4\u30fc\u30eb\uff1a<\/strong> \u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306e\u30e6\u30fc\u30b6\u30fc\u884c\u52d5\u30c7\u30fc\u30bf\u3092\u53d6\u5f97\u30fb\u5206\u6790\u3057\u3001\u91cd\u8981\u306a\u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30b7\u30e7\u30f3\u30a4\u30d9\u30f3\u30c8\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5411\u4e0a\u3055\u305b\u3001\u4fa1\u5024\u5275\u9020\u307e\u3067\u306e\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u3068\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0<\/strong> \u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5b8c\u4e86\u6642\u9593\u3001\u96e2\u8131\u7387\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306e\u7279\u5b9a\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30d1\u30bf\u30fc\u30f3\u306b\u95a2\u3059\u308b\u6307\u6a19<\/li>\n\n\n\n<li><strong>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30c7\u30fc\u30bf\u4e3b\u6a29\uff1a<\/strong> \u30b9\u30a4\u30b9\u307e\u305f\u306fEU\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u5c55\u958b\u6a5f\u80fd\u3001\u9759\u6b62\u6642\u304a\u3088\u3073\u8ee2\u9001\u6642\u306e\u6697\u53f7\u5316\u3001\u304d\u3081\u7d30\u304b\u3044\u30ed\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1<\/li>\n\n\n\n<li><strong>\u7d71\u5408\u80fd\u529b\uff1a<\/strong> \u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u6587\u66f8\u7ba1\u7406\u3001\u96fb\u5b50\u7f72\u540d\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u63a5\u7d9a\u3059\u308bREST API<\/li>\n\n\n\n<li><strong>AI\u306b\u3088\u308b\u30a2\u30b7\u30b9\u30c8\uff1a<\/strong> \u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3001\u30d5\u30a9\u30fc\u30e0\u306e\u4e8b\u524d\u5165\u529b\u3001\u6b21\u5584\u306e\u7b56\u306e\u63d0\u6848\u3001\u6587\u66f8\u306e\u81ea\u52d5\u5206\u985e<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u79fb\u884c\uff1a<\/strong> \u3053\u308c\u3089\u306e\u7279\u5fb4\u3092\u5ff5\u982d\u306b\u7f6e\u3044\u3066\u3001InvestGlass\u304c\u898f\u5236\u7523\u696d\u5411\u3051\u306eSaaS\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u3069\u306e\u3088\u3046\u306b\u5408\u7406\u5316\u3059\u308b\u304b\u898b\u3066\u307f\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-streamlines-saas-customer-onboarding-for-regulated-industries\">InvestGlass\u304c\u898f\u5236\u7523\u696d\u5411\u3051SaaS\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5408\u7406\u5316\u3059\u308b\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u91d1\u878d\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406\u306e\u305f\u3081\u306b\u7279\u5225\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u30b9\u30a4\u30b9\u306eSaaS\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002\u4e00\u822c\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u3084\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30c4\u30fc\u30eb\u306e\u3088\u3046\u306b\u3001\u898f\u5236\u306e\u3042\u308b\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306e\u305f\u3081\u306b\u5927\u898f\u6a21\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u5fc5\u8981\u306a\u3082\u306e\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306fCRM\u3001\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u30cd\u30a4\u30c6\u30a3\u30d6\u306b\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3001, <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=\"6034\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u81ea\u52d5\u5316\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u5358\u4e00\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integration-across-the-client-lifecycle\">\u9867\u5ba2\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306b\u308f\u305f\u308b\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This integration matters because financial client onboarding isn\u2019t an isolated event it\u2019s the beginning of a relationship that spans products, services, and years. Data captured during onboarding must flow seamlessly into portfolio management, marketing campaigns, periodic reviews, and regulatory reporting. With InvestGlass, onboarding projects can be automated and triggered immediately after the sales process concludes, ensuring a seamless transition for new customers and continuity from sales to onboarding. When these capabilities live in separate systems, data silos emerge, manual re-keying introduces errors, and the client experience fragments.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-typical-onboarding-journey-in-investglass\">InvestGlass\u306b\u304a\u3051\u308b\u5178\u578b\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u65c5<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-1-from-lead-capture-to-qualified-prospect-in-the-crm\">1.CRM\u306b\u304a\u3051\u308b\u30ea\u30fc\u30c9\u30ad\u30e3\u30d7\u30c1\u30e3\u30fc\u304b\u3089\u9069\u683c\u306a\u898b\u8fbc\u307f\u5ba2\u3078<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u898b\u8fbc\u307f\u5ba2\u306f\u8907\u6570\u306e\u30c1\u30e3\u30cd\u30eb\u3092\u901a\u3058\u3066\u3084\u3063\u3066\u304f\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306e\u30d5\u30a9\u30fc\u30e0<\/li>\n\n\n\n<li>\u7d39\u4ecb\u30d7\u30ed\u30b0\u30e9\u30e0<\/li>\n\n\n\n<li>\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u30fb\u30a4\u30d9\u30f3\u30c8<\/li>\n\n\n\n<li>\u30c7\u30b8\u30bf\u30eb\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/li>\n\n\n\n<li>\u76f4\u63a5\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3053\u308c\u3089\u306e\u898b\u8fbc\u307f\u5ba2\u3092CRM\u306b\u76f4\u63a5\u53d6\u308a\u8fbc\u307f\u3001\u305d\u308c\u305e\u308c\u3092\u60c5\u5831\u6e90\u3068\u6700\u521d\u306b\u63d0\u4f9b\u3055\u308c\u305f\u60c5\u5831\u306b\u95a2\u9023\u4ed8\u3051\u307e\u3059\u3002\u30ea\u30fc\u30c9\u304c\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3068\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u9699\u9593\u306b\u843d\u3061\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Marketing automation scores leads based on profile characteristics and engagement. An HNWI prospect in Zurich with expressed interest in discretionary portfolio management receives a higher score than a retail inquiry about basic savings products. Lead scoring triggers appropriate onboarding pathways high-value prospects route to senior RMs with white-glove onboarding flows, while straightforward cases proceed through more automated journeys.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u901a\u8a71\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u30e1\u30e2\u306fCRM\u30ec\u30b3\u30fc\u30c9\u5185\u306b\u4fdd\u5b58\u3055\u308c\u3001\u6b63\u5f0f\u306aKYC\u304c\u59cb\u307e\u308b\u524d\u306e\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u304c\u4fdd\u6301\u3055\u308c\u307e\u3059\u3002\u30d7\u30ed\u30b9\u30da\u30af\u30c8\u304c\u6b63\u5f0f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u79fb\u884c\u3059\u308b\u969b\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u4ee5\u524d\u306e\u3084\u308a\u53d6\u308a\u3084\u8868\u660e\u3055\u308c\u305f\u55dc\u597d\u3092\u5b8c\u5168\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65c5\u306e\u4f8b<\/strong>\u898b\u8fbc\u307f\u5ba2\u304c\u4f1a\u793e\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u304b\u3089\u6301\u7d9a\u53ef\u80fd\u306a\u6295\u8cc7\u306b\u95a2\u3059\u308b\u30db\u30ef\u30a4\u30c8\u30da\u30fc\u30d1\u30fc\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3057\u3001\u9023\u7d61\u5148\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u3001100\u4e07\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u4ee5\u4e0a\u306e\u6295\u8cc7\u53ef\u80fd\u8cc7\u7523\u3092\u793a\u3057\u305f\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3053\u308c\u3092\u9069\u683c\u306a\u30ea\u30fc\u30c9\u3068\u3057\u3066\u30bf\u30b0\u4ed8\u3051\u3057\u3001\u80b2\u6210E\u30e1\u30fc\u30eb\u30fb\u30b7\u30fc\u30b1\u30f3\u30b9\u3092\u9001\u4fe1\u3057\u3001\u9069\u5207\u306aRM\u30c1\u30fc\u30e0\u306b\u901a\u77e5\u3059\u308b\u3002\u898b\u8fbc\u307f\u5ba2\u304c\u53e3\u5ea7\u958b\u8a2d\u306b\u8208\u5473\u3092\u793a\u3059\u3068\u3001\u62c5\u5f53\u8005\u306f\u898b\u8fbc\u307f\u5ba2\u306e\u8208\u5473\u3084\u80cc\u666f\u3092\u8a73\u3057\u304f\u8aac\u660e\u3057\u305f\u4e0a\u3067\u3001\u6b63\u5f0f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u958b\u59cb\u3059\u308b\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-2-digital-onboarding-and-kyc-in-a-single-flow\">2.\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u3092\u5358\u4e00\u306e\u30d5\u30ed\u30fc\u3067<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u65c5\u306f\u3001\u9867\u5ba2\u304c\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u5b89\u5168\u306a\u30ea\u30f3\u30af\u3092\u53d7\u3051\u53d6\u308b\u3068\u3053\u308d\u304b\u3089\u59cb\u307e\u308b\u3002\u30dd\u30fc\u30bf\u30eb\u306e\u4e2d\u3067\u306f\u3001\u30ac\u30a4\u30c9\u4ed8\u304d\u306e\u4f53\u9a13\u304c\u3067\u304d\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u500b\u4eba\u60c5\u5831\u306e\u53ce\u96c6<\/li>\n\n\n\n<li>\u672c\u4eba\u78ba\u8a8d\u66f8\u985e\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9<\/li>\n\n\n\n<li>\u4f4f\u6240\u8a3c\u660e\u306e\u63d0\u51fa<\/li>\n\n\n\n<li>\u7d0d\u7a0e\u8005\u5c45\u4f4f\u6a29\u304a\u3088\u3073FATCA\/CRS\u306e\u81ea\u5df1\u8a8d\u8a3c<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u30fb\u30a2\u30f3\u30b1\u30fc\u30c8<\/li>\n\n\n\n<li>\u6295\u8cc7\u9069\u5408\u6027\u8a55\u4fa1<\/li>\n\n\n\n<li>\u6cd5\u7684\u5951\u7d04\u66f8\u306e\u78ba\u8a8d\u3068\u96fb\u5b50\u7f72\u540d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass applies rules throughout this flow to flag items requiring compliance attention. PEP matches trigger enhanced due diligence workflows. High-risk country indicators route to senior compliance review. Incomplete or inconsistent data generates clarification requests before the case can proceed. All routing happens automatically based on configured business rules no manual triage required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c21\u5358\u306a\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3092\u6301\u3064\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u3082\u3001\u8907\u6570\u306eUBO\u3092\u6301\u3064\u8907\u96d1\u306a\u4f01\u696d\u69cb\u9020\u3082\u3001\u9069\u5207\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u5f93\u3063\u3066\u3044\u307e\u3059\u3002\u6cd5\u4eba\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5404\u53d7\u76ca\u8005\u3001\u305d\u306e\u6240\u6709\u5272\u5408\u3001\u5404\u4eba\u306eKYC\u30c7\u30fc\u30bf\u3001\u6cd5\u4eba\u306e\u6b63\u5f53\u6027\u3092\u8a3c\u660e\u3059\u308b\u6cd5\u4eba\u6587\u66f8\u3092\u53d6\u308a\u8fbc\u307f\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u5358\u4e00\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u3053\u308c\u307e\u3067\u8907\u6570\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u3001PDF\u306e\u6dfb\u4ed8\u3001\u7269\u7406\u7684\u306a\u7f72\u540d\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u304c\u5fc5\u8981\u3067\u3042\u3063\u305f\u3082\u306e\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3082\u306e\u3067\u3059\u3002\u9867\u5ba2\u306f1\u3064\u306e\u30dd\u30fc\u30bf\u30eb\u3067\u3059\u3079\u3066\u3092\u5b8c\u4e86\u3057\u3001\u6559\u80b2\u6a5f\u95a2\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30d3\u30e5\u30fc\u3084\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u7d71\u5408\u306e\u6e96\u5099\u304c\u6574\u3063\u305f\u69cb\u9020\u5316\u30c7\u30fc\u30bf\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-3-white-glove-client-portal-experience-with-swiss-hosting\">3.\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u30db\u30ef\u30a4\u30c8\u30b0\u30ed\u30fc\u30d6\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The InvestGlass portal presents a branded interface matching each institution\u2019s visual identity. Multilingual support accommodates Swiss and European client bases German, French, Italian, English, and other languages as needed. Clear progress indicators show clients exactly where they stand in the onboarding journey, what\u2019s completed, and what actions remain.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30bf\u30eb\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u306fKYC\u30d5\u30a9\u30fc\u30e0\u306b\u3068\u3069\u307e\u3089\u306a\u3044\u3002\u9867\u5ba2\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u4f5c\u6210\u3057\u305f\u6295\u8cc7\u63d0\u6848\u66f8\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u6cbf\u3063\u305f\u63a8\u5968\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30dd\u30ea\u30b7\u30fc\u6587\u66f8\u3001\u898f\u5236\u306e\u958b\u793a\u3001\u5546\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u3059\u308b\u6559\u80b2\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3002\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u5358\u306a\u308b\u30d5\u30a9\u30fc\u30e0\u53ce\u96c6\u306e\u4ed5\u7d44\u307f\u3067\u306f\u306a\u304f\u3001\u30a2\u30d7\u30ea\u5185\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u901a\u3058\u3066\u30ea\u30bd\u30fc\u30b9\u306e\u30cf\u30d6\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-1024x701.png\" alt=\"InvestGlass\u306b\u3088\u308bKYC\u306e\u81ea\u52d5\u5316\" class=\"wp-image-40537\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\u306b\u3088\u308bKYC\u306e\u81ea\u52d5\u5316<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u5fc5\u8981\u3068\u3059\u308b\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u8981\u4ef6\u306b\u5408\u308f\u305b\u3066\u3001\u30c7\u30fc\u30bf\u3068\u6587\u66f8\u3092\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3057\u307e\u3059\u3002\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u91d1\u878d\u60c5\u5831\u306e\u4fdd\u7ba1\u5834\u6240\u3092\u5fc3\u914d\u3059\u308b\u9867\u5ba2\u306b\u3068\u3063\u3066\u3001\u30b9\u30a4\u30b9\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u30c7\u30fc\u30bf\u304c\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77\u306e\u5bfe\u8c61\u3067\u3042\u308b\u3068\u3044\u3046\u5b89\u5fc3\u611f\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u4f7f\u7528\u3057\u3066\u8907\u6570\u306e\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u7ba1\u7406\u3057\u3001\u3059\u3079\u3066\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u3067\u4e00\u8cab\u3057\u305f\u5bfe\u5fdc\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u65b0\u898f\u9867\u5ba2\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u305d\u306e\u65e5\u6700\u521d\u306e\u9867\u5ba2\u3067\u3042\u308d\u3046\u3068\u300120\u4eba\u76ee\u306e\u9867\u5ba2\u3067\u3042\u308d\u3046\u3068\u3001\u540c\u3058\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u3067\u7d44\u7e54\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-4-portfolio-setup-product-activation-and-ongoing-lifecycle-management\">4.\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u8a2d\u5b9a\u3001\u88fd\u54c1\u306e\u6d3b\u6027\u5316\u3001\u304a\u3088\u3073\u7d99\u7d9a\u7684\u306a\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u5b8c\u4e86\u3059\u308b\u3068\u3001InvestGlass\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3068\u5546\u54c1\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u76f4\u63a5\u63a5\u7d9a\u3057\u307e\u3059\u3002\u6295\u8cc7\u53e3\u5ea7\u306e\u5834\u5408\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u306e\u6587\u66f8\u5316\u3055\u308c\u305f\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u6295\u8cc7\u76ee\u7684\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306b\u53d6\u5f97\u3057\u305f\u7279\u5b9a\u306e\u5236\u7d04\u3084\u55dc\u597d\u306b\u6cbf\u3063\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u63d0\u6848\u3057\u307e\u3059\u3002\u9069\u5408\u6027\u3068\u9069\u5207\u6027\u306e\u6587\u66f8\u304c\u81ea\u52d5\u7684\u306b\u4f5c\u6210\u3055\u308c\u3001MiFID II\u304c\u8981\u6c42\u3059\u308b\u76e3\u67fb\u8a3c\u8de1\u304c\u4f5c\u6210\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fdd\u967a\u5546\u54c1\u306e\u5834\u5408\u3001\u4fdd\u967a\u5951\u7d04\u306e\u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u4e8b\u5b9f\u78ba\u8a8d\u306e\u305f\u3081\u306e\u5b8c\u5168\u306a\u6587\u66f8\u304c\u3059\u3067\u306b\u53d6\u308a\u8fbc\u307e\u308c\u305f\u72b6\u614b\u3067\u9032\u3081\u3089\u308c\u307e\u3059\u3002\u9280\u884c\u5546\u54c1\u306e\u5834\u5408\u3001\u53e3\u5ea7\u958b\u8a2d\u306e\u30c8\u30ea\u30ac\u30fc\u3068\u306a\u308bKYC\u30c7\u30fc\u30bf\u306f\u3059\u3067\u306b\u691c\u8a3c\u6e08\u307f\u3067\u3001\u30b3\u30a2\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408\u306e\u6e96\u5099\u304c\u6574\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u3058\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u7d99\u7d9a\u7684\u306a\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u898f\u5236\u8981\u4ef6\u307e\u305f\u306f\u30ea\u30b9\u30af\u30fb\u30d9\u30fc\u30b9\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u57fa\u3065\u304d\u3001\u5b9a\u671f\u7684\u306bKYC\u30ec\u30d3\u30e5\u30fc\u3092\u5b9f\u65bd\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30ec\u30d3\u30e5\u30fc<\/li>\n\n\n\n<li>\u88fd\u54c1\u4fdd\u6709\u5206\u6790\u3092\u901a\u3058\u3066\u7279\u5b9a\u3055\u308c\u305f\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u306e\u6a5f\u4f1a<\/li>\n\n\n\n<li>\u4eba\u9593\u95a2\u4fc2\u306e\u5065\u5168\u6027\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306b\u53d6\u5f97\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306f\u6301\u7d9a\u3057\u3001\u305d\u306e\u5f8c\u306e\u3059\u3079\u3066\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306b\u53cd\u6620\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\" id=\"h-lifecycle-continuity-benefits\">\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7d99\u7d9a\u306e\u30e1\u30ea\u30c3\u30c8<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c7\u30fc\u30bf\u306f\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u306b\u518d\u5229\u7528\u3055\u308c\u3001\u5909\u66f4\u3055\u308c\u3066\u3044\u306a\u3044\u60c5\u5831\u3092\u518d\u5ea6\u53ce\u96c6\u3059\u308b\u3053\u3068\u306f\u306a\u3044\u3002<\/li>\n\n\n\n<li>\u6295\u8cc7\u9069\u683c\u6027\u306e\u518d\u8a55\u4fa1\u306f\u3001\u6587\u66f8\u5316\u3055\u308c\u305f\u30d9\u30fc\u30b9\u30e9\u30a4\u30f3\u306b\u57fa\u3065\u3044\u3066\u884c\u308f\u308c\u308b\u3002<\/li>\n\n\n\n<li>\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u306e\u63a8\u5968\u306f\u3001\u4fdd\u6709\u3059\u308b\u5168\u5546\u54c1\u3068\u305d\u306e\u76ee\u7684\u3092\u8003\u616e\u3059\u308b\u3053\u3068<\/li>\n\n\n\n<li>\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308a\u3001\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u5404\u30b9\u30c6\u30fc\u30b8\u3067\u5206\u96e2\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3059\u308b\u306e\u306b\u6bd4\u3079\u3001\u6469\u64e6\u304c\u6e1b\u5c11\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-5-automation-and-ai-to-reduce-manual-work\">5.\u624b\u4f5c\u696d\u3092\u6e1b\u3089\u3059\u81ea\u52d5\u5316\u3068AI<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u81ea\u52d5\u5316\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3084\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30b9\u30bf\u30c3\u30d5\u306e\u6642\u9593\u3092\u6d6a\u8cbb\u3059\u308b\u53cd\u5fa9\u4f5c\u696d\u3092\u51e6\u7406\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u304c\u4fdd\u7559\u306b\u306a\u3063\u3066\u3044\u308b\u5834\u5408\u3001\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u304c\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u901a\u77e5\u3055\u308c\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u306e\u30ad\u30e5\u30fc\u306b\u3001\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3055\u308c\u305f\u30ec\u30d3\u30e5\u30fc\u30fb\u30bf\u30b9\u30af\u304c\u9069\u5207\u306a\u9593\u9694\u3067\u8868\u793a\u3055\u308c\u308b<\/li>\n\n\n\n<li>\u30d5\u30a9\u30fc\u30e0\u306b\u65e2\u5b58\u306eCRM\u30c7\u30fc\u30bf\u304c\u30d7\u30ea\u30d5\u30a3\u30eb\u3055\u308c\u308b\u305f\u3081\u3001\u9867\u5ba2\u306f\u60c5\u5831\u3092\u518d\u5165\u529b\u3059\u308b\u3053\u3068\u306a\u304f\u78ba\u8a8d\u3067\u304d\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u3092\u642d\u8f09\u3057\u305f\u30c4\u30fc\u30eb\u306f\u3001\u3053\u308c\u3089\u306e\u80fd\u529b\u3092\u3055\u3089\u306b\u62e1\u5f35\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u8981\u7d04\u306b\u3088\u308a\u3001RM\u306f\u65b0\u3057\u3044\u95a2\u4fc2\u3092\u8fc5\u901f\u306b\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30fb\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u56de\u7b54\u304a\u3088\u3073\u8a18\u8f09\u3055\u308c\u305f\u76ee\u6a19\u306b\u57fa\u3065\u304d\u3001\u9069\u6027\u30ce\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u304d\u3001RM\u3092\u9069\u5207\u306a\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3078\u3068\u5c0e\u304f\u6b21\u5584\u306e\u7b56\u3092\u63d0\u6848<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This automation configures without heavy IT projects. Operations and compliance teams adapt workflows as regulations evolve, adding new fields after a FINMA circular, adjusting risk scoring thresholds, creating new document requirements without waiting for development resources or vendor professional services.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5177\u4f53\u4f8b\uff1a<\/strong> \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u4ee5\u524d\u3001KYC\u306e\u5b9a\u671f\u7684\u306a\u66f4\u65b0\u3092\u78ba\u8a8d\u3057\u3001\u672a\u89e3\u6c7a\u306e\u66f8\u985e\u3092\u8ffd\u3046\u306e\u306b\u6bce\u90318\uff5e10\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3044\u305f\u3002\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3001\u4e8b\u524d\u5165\u529b\u30d5\u30a9\u30fc\u30e0\u3001\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u306b\u3088\u308a\u3001\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u30b1\u30fc\u30b9\u306b\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u308b\u3053\u3068\u3067\u3001\u73fe\u5728\u3067\u306f\u540c\u3058\u30ec\u30d3\u30e5\u30fc\u306b\u90313\uff5e4\u6642\u9593\u304b\u304b\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u3088\u308a\u4fa1\u5024\u306e\u9ad8\u3044\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6d3b\u52d5\u306b\u534a\u5206\u306e\u6642\u9593\u3092\u5272\u3051\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u79fb\u884c\uff1a<\/strong> InvestGlass\u304c\u3069\u306e\u3088\u3046\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5408\u7406\u5316\u3057\u3066\u3044\u308b\u304b\u3092\u7406\u89e3\u3057\u305f\u4e0a\u3067\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308bSaaS\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u8a2d\u8a08\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306b\u76ee\u3092\u5411\u3051\u3088\u3046\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-designing-a-saas-customer-onboarding-process-in-financial-services\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308bSaaS\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u8a2d\u8a08\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3060\u3051\u3067\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u6210\u529f\u306f\u4fdd\u8a3c\u3055\u308c\u307e\u305b\u3093\u3002\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6a5f\u80fd\u3092\u4e00\u8cab\u3057\u305f\u5b9f\u884c\u306b\u5909\u63db\u3059\u308b\u3001\u5b9a\u7fa9\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u9069\u5207\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306f\u3001\u52b9\u7387\u7684\u304b\u3064\u52b9\u679c\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3068\u30e6\u30fc\u30b6\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u5411\u4e0a\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-action-oriented-best-practices\">\u884c\u52d5\u6307\u5411\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u306e\u30bf\u30a4\u30d7\u3001\u7ba1\u8f44\u5730\u57df\u3001\u5546\u54c1\u306e\u8907\u96d1\u3055\u306b\u3088\u3063\u3066\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3055\u308c\u305f\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u30de\u30c3\u30d7<\/li>\n\n\n\n<li>\u30d7\u30ed\u30b0\u30ec\u30c3\u30b7\u30d6\u306a\u60c5\u5831\u958b\u793a\u3068\u30b9\u30de\u30fc\u30c8\u306a\u30c7\u30d5\u30a9\u30eb\u30c8\u8a2d\u5b9a\u306b\u3088\u308a\u3001KYC\u30c7\u30fc\u30bf\u306e\u5b8c\u5168\u306a\u53d6\u5f97\u3092\u4fdd\u8a3c\u3057\u306a\u304c\u3089\u3001\u6469\u64e6\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u6587\u66f8\u3084\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u6a19\u6e96\u5316\u3057\u3001\u9069\u5207\u306a\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3068\u7d71\u5408\u3059\u308b\u3002 <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> \u30ea\u30ad\u30fc\u3092\u306a\u304f\u3059<\/li>\n\n\n\n<li>\u9069\u5207\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3068\u5c02\u9580\u77e5\u8b58\u3092\u6d3b\u7528\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u5927\u898f\u6a21\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3059\u308b\u3053\u3068\u3067\u3001\u88fd\u54c1\u63a1\u7528\u3092\u6700\u5927\u5316\u3057\u3001\u591a\u6570\u306e\u30e6\u30fc\u30b6\u30fc\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u5b9f\u73fe\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u5404\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a7\u30fc\u30ba\u306eSLA\u3092\u5b9a\u7fa9\u3057\u3001\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u8ffd\u8de1\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u65c5\u7a0b\u8a2d\u8a08\u306e\u521d\u671f\u6bb5\u968e\u304b\u3089\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u4e0e\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u7d99\u7d9a\u7684\u306b\u6e2c\u5b9a\u3057\u3001\u5206\u6790\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u56db\u534a\u671f\u3054\u3068\u306b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6539\u5584\u3059\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-map-risk-based-journeys-and-segment-by-client-type\">\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u65c5\u7a0b\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3001\u9867\u5ba2\u30bf\u30a4\u30d7\u5225\u306b\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30d5\u30ed\u30fc\u306f\u3001\u9867\u5ba2\u306e\u7279\u6027\u306b\u3088\u3063\u3066\u5927\u304d\u304f\u7570\u306a\u308b\u306f\u305a\u3067\u3042\u308b\u3002\u5358\u7d14\u306a\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u3068\u3001\u4e00\u4efb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30f3\u30c7\u30fc\u30c8\u3092\u8a2d\u5b9a\u3059\u308bHNWI\u3068\u3067\u306f\u3001\u5fc5\u8981\u306a\u624b\u9806\u304c\u7570\u306a\u308a\u3001\u8907\u96d1\u306aUBO\u69cb\u9020\u3092\u6301\u3064\u6cd5\u4eba\u9867\u5ba2\u3084\u7279\u5b9a\u306e\u5831\u544a\u8981\u4ef6\u3092\u6301\u3064\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3068\u3082\u307e\u305f\u7570\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u5404\u30bb\u30b0\u30e1\u30f3\u30c8\u3054\u3068\u306b\u7570\u306a\u308b\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3084\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f4e\u30ea\u30b9\u30af\u306e\u30b9\u30a4\u30b9\u5c45\u4f4f\u8005\u306f\u3001\u57fa\u672c\u7684\u306aKYC\u3001\u6a19\u6e96\u7684\u306a\u30ea\u30b9\u30af\u30fb\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u8fc5\u901f\u306a\u627f\u8a8d\u306a\u3069\u3001\u5408\u7406\u5316\u3055\u308c\u305f\u30d5\u30ed\u30fc\u3067\u624b\u7d9a\u304d\u3092\u9032\u3081\u308b\u3002.<\/li>\n\n\n\n<li>\u8907\u96d1\u306a\u5bcc\u306e\u69cb\u9020\u3092\u6301\u3064\u9ad8\u30ea\u30b9\u30af\u306e\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u304a\u305d\u3089\u304f\u8907\u6570\u306e\u53f8\u6cd5\u7ba1\u8f44\u6a29\u3001\u653f\u6cbb\u7684\u306b\u9732\u51fa\u3057\u3066\u3044\u308b\u4eba\u7269\u3068\u306e\u3064\u306a\u304c\u308a\u3001\u307e\u305f\u306f\u7570\u5e38\u306a\u5bcc\u306e\u6e90\u6cc9\u30b7\u30ca\u30ea\u30aa\u3092\u542b\u307f\u3001\u8ffd\u52a0\u306e\u6587\u66f8\u8981\u4ef6\u3068\u4e0a\u7d1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ec\u30d3\u30e5\u30fc\u3092\u4f34\u3046\u5f37\u5316\u3055\u308c\u305f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u7d4c\u8def\u3092\u305f\u3069\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9f\u8df5\u7684\u306a\u9055\u3044\uff1a<\/strong> 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class=\"wp-block-heading\" id=\"h-minimize-friction-while-gathering-complete-kyc-data\">\u5b8c\u5168\u306aKYC\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u306a\u304c\u3089\u3001\u6469\u64e6\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u306e\u5fb9\u5e95\u3068\u5408\u7406\u7684\u306a\u30e6\u30fc\u30b6\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3068\u308b\u306b\u306f\u3001\u610f\u56f3\u7684\u306a\u8a2d\u8a08\u304c\u5fc5\u8981\u3060\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u3092\u81a8\u5927\u306a\u30d5\u30a9\u30fc\u30e0\u3067\u5727\u5012\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u307e\u305a\u500b\u4eba\u60c5\u5831\u3001\u6b21\u306b\u5c45\u4f4f\u5730\u60c5\u5831\u3001\u305d\u3057\u3066\u30ea\u30b9\u30af\u8abf\u67fb\u7968\u3068\u3001\u95a2\u9023\u3059\u308b\u9805\u76ee\u306e\u307f\u3092\u6bb5\u968e\u7684\u306b\u958b\u793a\u3059\u308b\u3002.<\/li>\n\n\n\n<li>\u4e0b\u66f8\u304d\u4fdd\u5b58\u306b\u3088\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u9032\u884c\u72b6\u6cc1\u3092\u5931\u3046\u3053\u3068\u306a\u304f\u4e00\u6642\u505c\u6b62\u3084\u518d\u958b\u304c\u3067\u304d\u308b\u3002.<\/li>\n\n\n\n<li>\u30e2\u30d0\u30a4\u30eb\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u643a\u5e2f\u96fb\u8a71\u3084\u30bf\u30d6\u30ec\u30c3\u30c8\u7aef\u672b\u304b\u3089\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5e0c\u671b\u3059\u308b\u9867\u5ba2\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u65e2\u5b58\u306eCRM\u30ec\u30b3\u30fc\u30c9\u304b\u3089\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4e8b\u524d\u5165\u529b\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u898b\u8fbc\u307f\u5ba2\u304c\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u4e2d\u306b\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u305f\u5834\u5408\u3001\u307e\u305f\u306f\u9867\u5ba2\u304c\u91d1\u878d\u6a5f\u95a2\u3068\u4ee5\u524d\u304b\u3089\u95a2\u4fc2\u304c\u3042\u308b\u5834\u5408\u3001\u305d\u306e\u30c7\u30fc\u30bf\u306f\u518d\u5165\u529b\u3067\u306f\u306a\u304f\u78ba\u8a8d\u306e\u305f\u3081\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a9\u30fc\u30e0\u306b\u5165\u529b\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u653e\u68c4\u3092\u6e1b\u3089\u3057\u3001\u5b8c\u4e86\u7387\u3092\u9ad8\u3081\u3001\u4e0d\u6e80\u306e\u3042\u308b\u9867\u5ba2\u304b\u3089\u306e\u30b5\u30dd\u30fc\u30c8\u30b3\u30fc\u30eb\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8996\u899a\u7684\u306a\u8981\u7d20\u306f\u3001\u9032\u6b69\u3092\u5f37\u5316\u3057\u3001\u8ca0\u62c5\u611f\u3092\u8efd\u6e1b\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30d7\u30ed\u30b0\u30ec\u30b9\u30fb\u30d0\u30fc\u3067\u5b8c\u4e86\u7387\u3092\u8868\u793a<\/li>\n\n\n\n<li>\u30b9\u30c6\u30c3\u30d7\u6307\u6a19\u3067\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u660e\u78ba\u306b\u3059\u308b<\/li>\n\n\n\n<li>\u5b8c\u6210\u4e88\u5b9a\u6642\u523b\u306f\u3001\u9069\u5207\u306a\u671f\u5f85\u5024\u3092\u8a2d\u5b9a\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306aUX\u306e\u6539\u5584\u306f\u3001\u30d5\u30a9\u30fc\u30e0\u306e\u5165\u529b\u5b8c\u4e86\u7387\u306e\u5411\u4e0a\u3001\u96e3\u6613\u5ea6\u306e\u9ad8\u3044\u30b9\u30c6\u30c3\u30d7\u3067\u306e\u96e2\u8131\u7387\u306e\u4f4e\u4e0b\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30b5\u30dd\u30fc\u30c8\u306b\u8cbb\u3084\u3059\u6642\u9593\u306e\u77ed\u7e2e\u306a\u3069\u3001\u5177\u4f53\u7684\u306a\u6307\u6a19\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardize-templates-but-allow-advisor-personalization\">\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u6a19\u6e96\u5316\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306b\u306f\u3001\u6587\u66f8\u3001\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u95a2\u3059\u308b\u9280\u884c\u5168\u4f53\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u304c\u5fc5\u8981\u3067\u3059\u3002\u6a19\u6e96\u5316\u3055\u308c\u306a\u3044\u3068\u3001\u5404\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u304c\u72ec\u81ea\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u8003\u6848\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ea\u30b9\u30af\u3084\u4e00\u8cab\u6027\u306e\u306a\u3044\u9867\u5ba2\u4f53\u9a13\u3092\u751f\u307f\u51fa\u3059\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u898f\u5236\u4e0a\u5fc5\u9808\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u4e00\u8cab\u3057\u3066\u8868\u793a\u3055\u308c\u3001\u627f\u8a8d\u624b\u9806\u304c\u5b9a\u7fa9\u3055\u308c\u305f\u30d7\u30ed\u30c8\u30b3\u30eb\u306b\u5f93\u3063\u305f\u3082\u306e\u3068\u306a\u308a\u3001\u6587\u66f8\u304c\u6a5f\u95a2\u306e\u57fa\u6e96\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the same time, high-touch onboarding requires human personalization. InvestGlass templates can lock mandatory sections legal disclosures, regulatory questionnaires, compliance acknowledgments while leaving sections open for advisor notes, personalized recommendations, or custom commentary. The investment policy statement might include standard risk language alongside advisor-specific notes on the client\u2019s expressed preferences and concerns discussed during initial meetings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This balance reduces internal negotiation about process while preserving the human touch that distinguishes premium financial services. RMs don\u2019t argue about whether certain steps are required the template enforces them. But they retain flexibility to demonstrate understanding of each client\u2019s unique situation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrate-onboarding-with-existing-core-systems\">\u65e2\u5b58\u306e\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u6587\u66f8\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306b\u63a5\u7d9a\u3059\u308b\u3053\u3068\u3067\u3001\u30a8\u30e9\u30fc\u3084\u9045\u5ef6\u3092\u5f15\u304d\u8d77\u3053\u3059\u518d\u5165\u529b\u3092\u6392\u9664\u3057\u307e\u3059\u3002InvestGlass\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u5b8c\u4e86\u3059\u308b\u3068\u3001\u627f\u8a8d\u3055\u308c\u305f\u9867\u5ba2\u30c7\u30fc\u30bf\u306f\u53e3\u5ea7\u958b\u8a2d\u306e\u305f\u3081\u306b\u81ea\u52d5\u7684\u306b\u30b3\u30a2\u30b7\u30b9\u30c6\u30e0\u306b\u6d41\u308c\u307e\u3059\u3002\u5b8c\u6210\u3057\u305f\u66f8\u985e\u306f\u91d1\u878d\u6a5f\u95a2\u306e\u6587\u66f8\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306b\u30a2\u30fc\u30ab\u30a4\u30d6\u3055\u308c\u307e\u3059\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u6307\u793a\u306f\u53d6\u5f15\u30b7\u30b9\u30c6\u30e0\u3068\u30ab\u30b9\u30c8\u30c7\u30a3\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u9001\u4fe1\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3053\u308c\u3089\u306e\u7d71\u5408\u30b7\u30ca\u30ea\u30aa\u306e\u305f\u3081\u306bREST API\u3068\u30b3\u30cd\u30af\u30bf\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u3067\u306f\u3001\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u76f4\u63a5\u7d71\u5408\u304c\u6a5f\u95a2\u81ea\u8eab\u306e\u30a4\u30f3\u30d5\u30e9\u5185\u3067\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u5b9f\u7528\u7684\u306a\u7d71\u5408\u30dd\u30a4\u30f3\u30c8\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u30de\u30b9\u30bf\u30fc\u30c7\u30fc\u30bf\u306e\u540c\u671f<\/li>\n\n\n\n<li>\u53e3\u5ea7\u3068\u5546\u54c1\u306e\u8a18\u9332<\/li>\n\n\n\n<li>\u8a3c\u5238\u304a\u3088\u3073\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30dd\u30b8\u30b7\u30e7\u30f3<\/li>\n\n\n\n<li>\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30a2\u30fc\u30ab\u30a4\u30d6\u3068\u691c\u7d22<\/li>\n\n\n\n<li>\u96fb\u5b50\u7f72\u540d\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u63a5\u7d9a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9f\u65bd\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306e\u4f8b\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30d5\u30a7\u30fc\u30ba<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u671f\u9593<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30b9\u30b3\u30fc\u30d7<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30d5\u30a7\u30fc\u30ba1\uff1aMVP<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8\uff5e12\u9031\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a9\u30fc\u30e0\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3001\u57fa\u672c\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30d5\u30a7\u30fc\u30ba2\uff1a\u7d71\u5408<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>3-6\u30f6\u6708<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u63a5\u7d9a\u3001\u6587\u66f8\u7ba1\u7406\u3001\u96fb\u5b50\u7f72\u540d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7b2c3\u6bb5\u968e\uff1a\u62e1\u5927<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>3-6\u30f6\u6708<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5730\u57df\u3001CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u8ffd\u52a0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-measure-and-continuously-improve-onboarding\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u6e2c\u5b9a\u3068\u7d99\u7d9a\u7684\u6539\u5584<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u306aKPI\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3067\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u304c\u53ef\u80fd\u306b\u306a\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e73\u5747\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u671f\u9593\u306f\u3001\u9577\u671f\u7684\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3057\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u9867\u5ba2\u3054\u3068\u306e\u3084\u308a\u3068\u308a\u306e\u56de\u6570\u304b\u3089\u30d7\u30ed\u30bb\u30b9\u306e\u6469\u64e6\u304c\u660e\u3089\u304b\u306b\u306a\u308b<\/li>\n\n\n\n<li>KYC\u62d2\u5426\u7387\u306f\u30d5\u30a9\u30fc\u30e0\u306e\u660e\u78ba\u3055\u3068\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u6709\u52b9\u6027\u3092\u793a\u3059<\/li>\n\n\n\n<li>\u65b0\u898f\u9867\u5ba2\u306e1\u5e74\u76ee\u96e2\u8077\u7387\u306f\u3001\u65b0\u898f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u304c\u6210\u529f\u306b\u5411\u304b\u3046\u304b\u3069\u3046\u304b\u3092\u793a\u3057\u3066\u3044\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u3088\u308a\u3001\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u30c1\u30fc\u30e0\u3001\u652f\u5e97\u3001\u5730\u57df\u3092\u6bd4\u8f03\u3057\u3001\u30d9\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30fc\u3084\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3042\u308b\u30c1\u30fc\u30e0\u304c\u4e00\u8cab\u3057\u3066\u9867\u5ba2\u304b\u3089\u306e\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u304c\u5c11\u306a\u304f\u3001\u3088\u308a\u65e9\u304f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5b8c\u4e86\u3055\u305b\u305f\u5834\u5408\u3001\u305d\u306e\u5b9f\u8df5\u65b9\u6cd5\u3092\u4ed6\u306e\u30c1\u30fc\u30e0\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u53cd\u6620\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u7279\u5b9a\u306e\u30d5\u30a9\u30fc\u30e0\u304c\u5168\u30c1\u30fc\u30e0\u3067\u9ad8\u3044\u96e2\u8131\u7387\u3092\u793a\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u30d5\u30a9\u30fc\u30e0\u81ea\u4f53\u306e\u518d\u8a2d\u8a08\u304c\u5fc5\u8981\u3067\u3042\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u306e\u5229\u5bb3\u95a2\u4fc2\u8005\u304c\u56db\u534a\u671f\u3054\u3068\u306b\u96c6\u307e\u308a\u3001\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6539\u5584\u3059\u308b\u5834\u3092\u8a2d\u3051\u308b\u3002\u4f55\u304c\u3046\u307e\u304f\u3044\u3063\u305f\u306e\u304b\uff1f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u82e6\u52b4\u3057\u305f\u306e\u306f\u3069\u3053\u304b\uff1f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u66f4\u65b0\u304c\u5fc5\u8981\u306a\u6cd5\u898f\u5236\u306e\u5909\u66f4\u306f\u4f55\u304b\uff1f\u3053\u306e\u3088\u3046\u306a\u5171\u540c\u30ec\u30d3\u30e5\u30fc\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306f\u505c\u6ede\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u78ba\u5b9f\u306b\u9032\u5316\u3057\u3066\u3044\u304f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u79fb\u884c\uff1a<\/strong> \u3053\u308c\u3089\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3092\u5ff5\u982d\u306b\u7f6e\u3044\u3066\u3001\u3042\u306a\u305f\u306e\u6559\u80b2\u6a5f\u95a2\u306b\u9069\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9078\u3073\u65b9\u3092\u63a2\u3063\u3066\u307f\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-saas-customer-onboarding-software-for-your-bank-or-wealth-firm\">\u9280\u884c\u3084\u5bcc\u88d5\u5c64\u5411\u3051SaaS\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9078\u3073\u65b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u304b\u30892026\u5e74\u306b\u304b\u3051\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u306b\u306f\u3001\u898f\u5236\u3001\u6280\u8853\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u5404\u57fa\u6e96\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u53d6\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u4e00\u822c\u7684\u306aSaaS\u30c4\u30fc\u30eb\u306f\u3001\u30b9\u30a4\u30b9\u3084EU\u306e\u898f\u5236\u8981\u4ef6\u3001\u8907\u96d1\u306a\u91d1\u878d\u5546\u54c1\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u9280\u884c\u306eIT\u90e8\u9580\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u90e8\u9580\u304c\u6c42\u3081\u308b\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u57fa\u6e96\u3092\u6e80\u305f\u3055\u306a\u3044\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u8a55\u4fa1\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001IT\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u306e\u5229\u5bb3\u95a2\u4fc2\u8005\u304c\u53c2\u52a0\u3057\u3001\u3042\u3089\u3086\u308b\u89b3\u70b9\u304b\u3089\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-evaluation-dimensions\">\u4e3b\u306a\u8a55\u4fa1\u9805\u76ee<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u898f\u5236\u306b\u9069\u5408\u3057\u3066\u3044\u308b\uff1a<\/strong> \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306fFINMA\u3001GDPR\u3001AMLD5\/6\u3001MiFID II\u306e\u8981\u4ef6\u3092\u3059\u3050\u306b\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/li>\n\n\n\n<li><strong>\u30c7\u30fc\u30bf\u306e\u6b8b\u7559\uff1a<\/strong> \u30c7\u30fc\u30bf\u306f\u30b9\u30a4\u30b9\u3001EU\u3001\u307e\u305f\u306f\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3067\u304d\u307e\u3059\u304b\uff1f<\/li>\n\n\n\n<li><strong>\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\uff1a<\/strong> \u958b\u767a\u8005\u306e\u30ea\u30bd\u30fc\u30b9\u3084\u30d9\u30f3\u30c0\u30fc\u306e\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30fb\u30b5\u30fc\u30d3\u30b9\u304c\u306a\u304f\u3066\u3082\u3001\u904b\u7528\u30c1\u30fc\u30e0\u306f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u9069\u5fdc\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u304b\uff1f<\/li>\n\n\n\n<li><strong>\u30e6\u30fc\u30b6\u30d3\u30ea\u30c6\u30a3\uff1a<\/strong> RM\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u30a8\u30f3\u30c9\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3068\u3063\u3066\u3001\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u306f\u76f4\u611f\u7684\u304b\u3002<\/li>\n\n\n\n<li><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u7d4c\u9a13\uff1a<\/strong> \u30dd\u30fc\u30bf\u30eb\u306f\u5bcc\u88d5\u5c64\u3084\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u671f\u5f85\u306b\u5fdc\u3048\u3066\u3044\u308b\u304b\uff1f<\/li>\n\n\n\n<li><strong>\u7d71\u5408\u3060\uff1a<\/strong> \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u65e2\u5b58\u306e\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u6587\u66f8\u30b7\u30b9\u30c6\u30e0\u306b\u63a5\u7d9a\u3067\u304d\u308b\u304b\u3002<\/li>\n\n\n\n<li><strong>\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\uff1a<\/strong> \u30e9\u30a4\u30bb\u30f3\u30b9\u3001\u5c0e\u5165\u3001\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u306b\u304b\u304b\u308b\u73fe\u5b9f\u7684\u306a\u30b3\u30b9\u30c8\u306f\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3\u3001\u7d71\u5408CRM\u3001\u5bcc\u88d5\u5c64\u7279\u6709\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u512a\u5148\u3059\u308b\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u5f37\u529b\u306a\u9078\u629e\u80a2\u3068\u306a\u308b\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001CRM\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\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u30aa\u30fc\u30eb\u30fb\u30a4\u30f3\u30fb\u30ef\u30f3\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u3001\u30d9\u30f3\u30c0\u30fc\u306e\u5897\u52a0\u3084\u7d71\u5408\u306e\u8907\u96d1\u3055\u3092\u8efd\u6e1b\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-and-data-residency-requirements\">\u898f\u5236\u304a\u3088\u3073\u30c7\u30fc\u30bf\u5c45\u4f4f\u8981\u4ef6<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304c\u30b9\u30a4\u30b9\u3084EU\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u53ef\u80fd\u304b\u3069\u3046\u304b\u3001\u307e\u305f\u898f\u5236\u5f53\u5c40\u304c\u8981\u6c42\u3059\u308b\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30fb\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u306f\u3001\u65e9\u671f\u306e\u8a55\u4fa1\u30b9\u30c6\u30c3\u30d7\u3067\u3042\u308b\u3079\u304d\u3060\u3002\u7c73\u56fd\u3092\u62e0\u70b9\u3068\u3059\u308b\u4e00\u822c\u7684\u306aSaaS\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u69d8\u3005\u306a\u7ba1\u8f44\u533a\u57df\u306b\u307e\u305f\u304c\u308b\u30de\u30eb\u30c1\u30c6\u30ca\u30f3\u30c8\u74b0\u5883\u306b\u30c7\u30fc\u30bf\u3092\u4fdd\u5b58\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u30b9\u30a4\u30b9\u306e\u9280\u884c\u6a5f\u5bc6\u3084GDPR\u306e\u30c7\u30fc\u30bf\u30ed\u30fc\u30ab\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u8981\u4ef6\u306e\u5bfe\u8c61\u3068\u306a\u308b\u6a5f\u95a2\u306b\u3068\u3063\u3066\u8907\u96d1\u306a\u554f\u984c\u3092\u5f15\u304d\u8d77\u3053\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-vendor-selection-checklist-for-cio-ciso\">CIO\/CISO\u306e\u305f\u3081\u306e\u30d9\u30f3\u30c0\u30fc\u9078\u5b9a\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8<\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u5fc5\u8981\u6761\u4ef6<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u8cea\u554f\u3059\u3079\u304d\u3053\u3068<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u30ed\u30b1\u30fc\u30b7\u30e7\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306f\u3069\u3053\u306b\u3042\u308a\u307e\u3059\u304b\uff1f\u30b9\u30a4\u30b9\/EU\u306e\u307f\u6307\u5b9a\u3067\u304d\u307e\u3059\u304b\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b5\u30d6\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u3069\u306e\u7b2c\u4e09\u8005\u304c\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u306e\u304b\uff1f\u305d\u306e\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u6240\u5728\u5730\u306f\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6697\u53f7\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9759\u6b62\u6642\u3068\u8ee2\u9001\u6642\u306b\u9069\u7528\u3055\u308c\u308b\u6697\u53f7\u5316\u6a19\u6e96\u306f\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u5bfe\u5fdc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u306e\u901a\u77e5\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3068\u624b\u9806\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u76e3\u67fb\u6a29<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u76e3\u67fb\u3084\u76e3\u67fb\u5831\u544a\u66f8\uff08SOC 2\u3001ISO 27001\uff09\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u3059\u304b\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u81ea\u793e\u306e\u30a4\u30f3\u30d5\u30e9\u5185\u306b\u5c0e\u5165\u3067\u304d\u307e\u3059\u304b\uff1f<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configurability-without-heavy-it-projects\">\u91cd\u3044IT\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u5fc5\u8981\u3068\u3057\u306a\u3044\u8a2d\u5b9a\u53ef\u80fd\u6027<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306f\u30012025-2026\u5e74\u306e\u898f\u5236\u306e\u9032\u5316\u306b\u5408\u308f\u305b\u3066\u904b\u7528\u30c1\u30fc\u30e0\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u9069\u5fdc\u3067\u304d\u308b\u3088\u3046\u3001\u30ce\u30fc\u30b3\u30fc\u30c9\u307e\u305f\u306f\u30ed\u30fc\u30b3\u30fc\u30c9\u306e\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002FINMA\u306e\u65b0\u3057\u3044\u30b5\u30fc\u30ad\u30e5\u30e9\u30fc\u304c\u8ffd\u52a0\u306e\u958b\u793a\u6587\u8a00\u3084\u4fee\u6b63\u3055\u308c\u305f\u30ea\u30b9\u30af\u8a55\u4fa1\u57fa\u6e96\u3092\u8981\u6c42\u3059\u308b\u5834\u5408\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30d9\u30f3\u30c0\u30fc\u958b\u767a\u3084\u5185\u90e8IT\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u305f\u3081\u306b\u4f55\u30f6\u6708\u3082\u5f85\u3064\u3079\u304d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u306f\u3001\u6280\u8853\u8005\u3067\u306a\u3044\u30e6\u30fc\u30b6\u30fc\u3067\u3082\u30e6\u30fc\u30b6\u30fc\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3067\u76f4\u63a5\u30d5\u30a9\u30fc\u30e0\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002KYC\u30d5\u30a9\u30fc\u30e0\u306b\u65b0\u3057\u3044\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u8ffd\u52a0\u3057\u305f\u308a\u3001\u6761\u4ef6\u4ed8\u304d\u30ed\u30b8\u30c3\u30af\u30eb\u30fc\u30eb\u3092\u4f5c\u6210\u3057\u305f\u308a\u3001\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5909\u66f4\u3057\u305f\u308a\u3059\u308b\u5834\u5408\u3001\u30b3\u30fc\u30c9\u3092\u5909\u66f4\u3059\u308b\u5fc5\u8981\u306f\u306a\u304f\u3001\u6570\u56de\u306e\u30af\u30ea\u30c3\u30af\u3067\u5b8c\u4e86\u3057\u307e\u3059\u3002\u3053\u306e\u8a2d\u5b9a\u53ef\u80fd\u6027\u306b\u3088\u308a\u3001\u904b\u7528\u30c1\u30fc\u30e0\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001\u6280\u8853\u30ea\u30bd\u30fc\u30b9\u306b\u4f9d\u5b58\u3059\u308b\u3053\u3068\u306a\u304f\u30d7\u30ed\u30bb\u30b9\u3092\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5177\u4f53\u7684\u306a\u4f8b\uff1a<\/strong> 10\u6708\u306b\u767a\u8868\u3055\u308c\u305fFINMA\u306e\u901a\u9054\u3067\u306f\u30011\u6708\u307e\u3067\u306b\u9069\u5408\u6027\u8a55\u4fa1\u306e\u8cea\u554f\u3092\u66f4\u65b0\u3059\u308b\u3053\u3068\u304c\u6c42\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002InvestGlass\u306e\u5834\u5408\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30fc\u30e0\u306f\u6570\u65e5\u4ee5\u5185\u306b\u95a2\u9023\u30d5\u30a9\u30fc\u30e0\u3092\u66f4\u65b0\u3057\u3001\u30d1\u30a4\u30ed\u30c3\u30c8\u30fb\u30b0\u30eb\u30fc\u30d7\u3067\u30c6\u30b9\u30c8\u3092\u884c\u3044\u3001\u671f\u9650\u307e\u3067\u306b\u672c\u756a\u306b\u914d\u5099\u3057\u307e\u3059\u3002\u30b3\u30fc\u30c9\u306b\u4f9d\u5b58\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u3001\u540c\u3058\u5909\u66f4\u3067\u3082\u958b\u767a\u3001\u30c6\u30b9\u30c8\u3001\u914d\u5099\u306b6\uff5e8\u9031\u9593\u304b\u304b\u308a\u3001\u671f\u9650\u306b\u5b8c\u5168\u306b\u9593\u306b\u5408\u308f\u306a\u3044\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-user-experience-for-both-internal-teams-and-clients\">\u793e\u5185\u30c1\u30fc\u30e0\u3068\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u53cc\u65b9\u306e\u30e6\u30fc\u30b6\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30b9\u30bf\u30c3\u30d5\u3001\u305d\u3057\u3066\u30a8\u30f3\u30c9\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u3059\u3079\u3066\u304c\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u3084\u308a\u53d6\u308a\u3092\u3059\u308b\u3002\u305d\u308c\u305e\u308c\u306e\u30b0\u30eb\u30fc\u30d7\u306b\u306f\u7570\u306a\u308b\u30cb\u30fc\u30ba\u304c\u3042\u308a\u3001\u8907\u96d1\u3055\u306b\u5bfe\u3059\u308b\u8010\u6027\u3082\u7570\u306a\u308a\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u9867\u5ba2\u3068\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u696d\u52d9\u304b\u3089\u96e2\u308c\u305a\u306b\u6e08\u3080\u52b9\u7387\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u306f\u3001\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u305f\u30b1\u30fc\u30b9\u3084\u76e3\u67fb\u8a3c\u8de1\u3092\u660e\u78ba\u306b\u53ef\u8996\u5316\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u696d\u52d9\u62c5\u5f53\u8005\u306f\u3001\u30ad\u30e5\u30fc\u3092\u6574\u7406\u3059\u308b\u30bf\u30b9\u30af\u7ba1\u7406\u6a5f\u80fd\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002\u9867\u5ba2\u306f\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u4e0d\u8981\u306e\u76f4\u611f\u7684\u306a\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u8a00\u8a9e\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u306f\u3001\u591a\u69d8\u306a\u9867\u5ba2\u57fa\u76e4\u3092\u6301\u3064\u30b9\u30a4\u30b9\u3084\u30e8\u30fc\u30ed\u30c3\u30d1\u306e\u9280\u884c\u306b\u3068\u3063\u3066\u7279\u306b\u91cd\u8981\u3067\u3059\u3002InvestGlass\u306f\u3001\u30c9\u30a4\u30c4\u8a9e\u3001\u30d5\u30e9\u30f3\u30b9\u8a9e\u3001\u30a4\u30bf\u30ea\u30a2\u8a9e\u3001\u82f1\u8a9e\u3001\u305d\u306e\u4ed6\u306e\u8a00\u8a9e\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u5404\u30e6\u30fc\u30b6\u30fc\u304c\u540c\u3058\u30c7\u30fc\u30bf\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5171\u6709\u3057\u306a\u304c\u3089\u3001\u305d\u308c\u305e\u308c\u306e\u8a00\u8a9e\u3067\u4f5c\u696d\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5177\u4f53\u7684\u306aUX\u30b9\u30c8\u30fc\u30ea\u30fc\uff1a<\/strong> \u30b9\u30a4\u30b9\u306e\u4e2d\u898f\u6a21\u9280\u884c\u3067\u306f\u3001\u4ee5\u524d\u306f\u65b0\u4ebaRM\u304c\u72ec\u7acb\u3057\u3066\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u51e6\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u307e\u3067\u30012\u9031\u9593\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304c\u5fc5\u8981\u3060\u3063\u305f\u3002\u8907\u96d1\u306a\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u8907\u6570\u306e\u753b\u9762\u304c\u3042\u308a\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30cf\u30f3\u30c9\u30aa\u30d5\u304c\u6df7\u4e71\u3068\u30a8\u30e9\u30fc\u3092\u5f15\u304d\u8d77\u3053\u3057\u3066\u3044\u307e\u3057\u305f\u3002InvestGlass\u306e\u5c0e\u5165\u5f8c\u3001\u65b0\u4ebaRM\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f3\u65e5\u9593\u306b\u77ed\u7e2e\u3055\u308c\u3001\u307b\u3068\u3093\u3069\u306e\u5b66\u7fd2\u306f\u76f4\u611f\u7684\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306e\u30ac\u30a4\u30c9\u4ed8\u304d\u3067\u884c\u308f\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u30a8\u30e9\u30fc\u7387\u306f\u6e1b\u5c11\u3057\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306f\u5411\u4e0a\u3057\u3001RM\u304c\u7ba1\u7406\u696d\u52d9\u306b\u8cbb\u3084\u3059\u6642\u9593\u306f\u5927\u5e45\u306b\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-total-cost-of-ownership-and-implementation-timeline\">\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u3068\u5c0e\u5165\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Understanding the main cost components licenses, implementation, integrations, and ongoing configuration support enables realistic budgeting. License costs vary based on user counts and modules selected. Implementation costs depend on workflow complexity, integration requirements, and customization needs. Integration costs reflect the technical effort to connect with existing core systems. Ongoing costs include support, maintenance, and periodic configuration updates as requirements evolve.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u73fe\u5b9f\u7684\u306a\u5b9f\u65bd\u7bc4\u56f2\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30d5\u30a9\u30fc\u30e0\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30dd\u30fc\u30bf\u30eb\u3092\u30ab\u30d0\u30fc\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0MVP\u306b\u7126\u70b9\u3092\u7d5e\u308a\u3001\u30b3\u30a2\u30b7\u30b9\u30c6\u30e0\u3092\u6df1\u304f\u7d71\u5408\u3057\u306a\u3044\u5834\u5408\u30018\uff5e12\u9031\u9593\u3002<\/li>\n\n\n\n<li>\u3088\u308a\u5e83\u7bc4\u306aCRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306e\u7d71\u5408\u306b\u306f\u3001\u7bc4\u56f2\u3068\u5730\u57df\u306e\u8907\u96d1\u3055\u306b\u5fdc\u3058\u30663\uff5e9\u30ab\u6708\u3092\u8981\u3059\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass can start with a digital onboarding pilot perhaps one country or business line before expanding to full CRM and portfolio management deployment. This phased approach reduces initial investment risk, allows teams to build expertise, and generates early wins that build organizational support for broader rollout.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-user-behavior-analysis-in-financial-onboarding\">\u91d1\u878d\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308b\u30e6\u30fc\u30b6\u30fc\u884c\u52d5\u5206\u6790<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e6\u30fc\u30b6\u30fc\u306e\u884c\u52d5\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u3001\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u304a\u3051\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306e\u57fa\u672c\u3067\u3059\u3002\u5805\u7262\u306a\u5206\u6790\u6a5f\u80fd\u3068\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u3092\u5099\u3048\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u65b0\u898f\u30e6\u30fc\u30b6\u30fc\u304c\u3069\u306e\u3088\u3046\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d5\u30ed\u30fc\u306b\u63a5\u3059\u308b\u304b\u3001\u3069\u306e\u30b9\u30c6\u30c3\u30d7\u304c\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u4fc3\u9032\u3059\u308b\u304b\u3001\u3069\u3053\u3067\u6469\u64e6\u304c\u751f\u3058\u308b\u304b\u306b\u3064\u3044\u3066\u6df1\u3044\u6d1e\u5bdf\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-user-behavior-analysis\">\u30e6\u30fc\u30b6\u30fc\u884c\u52d5\u5206\u6790\u306e\u4e3b\u306a\u7279\u5fb4<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30d5\u30a9\u30fc\u30e0\u306e\u5165\u529b\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u5404\u30b9\u30c6\u30c3\u30d7\u306b\u8cbb\u3084\u3057\u305f\u6642\u9593\u306a\u3069\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u5185\u306e\u3059\u3079\u3066\u306e\u30e6\u30fc\u30b6\u30fc\u30fb\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u8ffd\u8de1\u3057\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u6559\u80b2\u30b3\u30f3\u30c6\u30f3\u30c4\u3068\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30ea\u30bd\u30fc\u30b9\u306b\u3088\u308b\u30e6\u30fc\u30b6\u30fc\u30fb\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u76e3\u8996<\/li>\n\n\n\n<li>\u30a2\u30d7\u30ea\u5185\u30a2\u30f3\u30b1\u30fc\u30c8\u3084\u30dd\u30fc\u30bf\u30eb\u304b\u3089\u306e\u76f4\u63a5\u5165\u529b\u306b\u3088\u308b\u30e6\u30fc\u30b6\u30fc\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306e\u53ce\u96c6\u3068\u5206\u6790<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u5206\u6790\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u884c\u52d5\u306b\u57fa\u3065\u3044\u3066\u30e6\u30fc\u30b6\u30fc\u3092\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ea\u30bd\u30fc\u30b9\u3092\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u8abf\u6574\u3057\u3001\u96e2\u8131\u30dd\u30a4\u30f3\u30c8\u306b\u7a4d\u6975\u7684\u306b\u5bfe\u51e6\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u7279\u5b9a\u306e\u30d5\u30a9\u30fc\u30e0\u3067\u30d7\u30ed\u30bb\u30b9\u3092\u653e\u68c4\u3059\u308b\u30e6\u30fc\u30b6\u30fc\u304c\u304b\u306a\u308a\u306e\u5272\u5408\u306b\u4e0a\u308b\u3053\u3068\u304c\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u306b\u3088\u3063\u3066\u660e\u3089\u304b\u306b\u306a\u3063\u305f\u5834\u5408\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u305d\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u308f\u304b\u308a\u3084\u3059\u304f\u3001\u4f7f\u3044\u3084\u3059\u304f\u518d\u8a2d\u8a08\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u304c\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u3066\u3044\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30e6\u30fc\u30b6\u30fc\u4e2d\u5fc3\u3067\u3042\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u3001\u5b8c\u4e86\u7387\u3068\u5168\u4f53\u7684\u306a\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3092\u4fc3\u9032\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-product-adoption-strategy-for-financial-institutions\">\u91d1\u878d\u6a5f\u95a2\u306b\u304a\u3051\u308b\u88fd\u54c1\u5c0e\u5165\u6226\u7565<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092\u5b8c\u4e86\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u63d0\u4f9b\u3055\u308c\u308b\u91d1\u878d\u5546\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u5b8c\u5168\u306b\u53d7\u3051\u5165\u308c\u308b\u305f\u3081\u306b\u306f\u3001\u660e\u78ba\u306a\u5546\u54c1\u5c0e\u5165\u6226\u7565\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u5546\u54c1\u5c0e\u5165\u306e\u6210\u529f\u306f\u3001\u5404\u9867\u5ba2\u56fa\u6709\u306e\u30cb\u30fc\u30ba\u3001\u76ee\u6a19\u3001\u671f\u5f85\u3092\u6df1\u304f\u7406\u89e3\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u6700\u521d\u306e\u5bfe\u8a71\u304b\u3089\u3053\u308c\u3089\u306e\u30cb\u30fc\u30ba\u306b\u6cbf\u3063\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u6975\u3081\u3066\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-an-effective-product-adoption-strategy\">\u52b9\u679c\u7684\u306a\u88fd\u54c1\u63a1\u7528\u6226\u7565\u306e\u4e3b\u306a\u7279\u5fb4<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3001\u4e3b\u8981\u306a\u88fd\u54c1\u6a5f\u80fd\u3092\u901a\u3058\u3066\u30e6\u30fc\u30b6\u30fc\u3092\u8a98\u5c0e\u3059\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u3092\u8a2d\u8a08\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u7d99\u7d9a\u7684\u306a\u95a2\u4e0e\u3092\u4fc3\u3059\u305f\u3081\u306e\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3057\u3001\u7684\u3092\u7d5e\u3063\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30ea\u30bd\u30fc\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u9032\u6357\u72b6\u6cc1\u3092\u8ffd\u8de1\u3057\u3001\u9867\u5ba2\u3092\u53d6\u308a\u6b8b\u3055\u306a\u3044\u3088\u3046\u306b\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Ongoing engagement is critical customer onboarding doesn\u2019t end with account activation. Regular check-ins, educational content, and proactive support help customers realize the full value of their investment, driving higher product adoption rates and long-term loyalty. By integrating these elements into the onboarding process, financial institutions can accelerate time to value, reduce churn, and maximize the impact of their product offerings.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-onboarding-team-and-resources-building-a-high-performing-onboarding-function\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u3068\u30ea\u30bd\u30fc\u30b9\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u9ad8\u3044\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6a5f\u80fd\u306e\u69cb\u7bc9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ad8\u696d\u7e3e\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6a5f\u80fd\u306f\u3001\u5c02\u9580\u30c1\u30fc\u30e0\u3068\u9069\u5207\u306a\u30ea\u30bd\u30fc\u30b9\u3092\u57fa\u76e4\u3068\u3057\u3066\u69cb\u7bc9\u3055\u308c\u307e\u3059\u3002\u305d\u306e\u4e2d\u6838\u3068\u306a\u308b\u306e\u304c\u30ab\u30b9\u30bf\u30de\u30fc\u30fb\u30b5\u30af\u30bb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u6307\u63ee\u3057\u3001\u65b0\u898f\u9867\u5ba2\u4e00\u4eba\u3072\u3068\u308a\u304c\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u4f53\u9a13\u3092\u5f97\u3089\u308c\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u30c6\u30af\u30cb\u30ab\u30eb\u30fb\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u3084\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u62c5\u5f53\u8005\u306a\u3069\u306e\u30b5\u30dd\u30fc\u30c8\u5f79\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5404\u6bb5\u968e\u3067\u5c02\u9580\u77e5\u8b58\u3068\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-resources-for-onboarding-teams\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306e\u305f\u3081\u306e\u4e3b\u8981\u30ea\u30bd\u30fc\u30b9<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u81ea\u52d5\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u30bf\u30b9\u30af\u7ba1\u7406\u30c4\u30fc\u30eb\u3092\u5099\u3048\u305f\u9ad8\u5ea6\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/li>\n\n\n\n<li>\u30c1\u30fc\u30e0\u5185\u304a\u3088\u3073\u9867\u5ba2\u3068\u306e\u660e\u78ba\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30e3\u30cd\u30eb<\/li>\n\n\n\n<li>\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u8cc7\u6599\u304a\u3088\u3073\u30b5\u30dd\u30fc\u30c8\u6587\u66f8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306b\u9069\u5207\u306a\u30c4\u30fc\u30eb\u3068\u30ea\u30bd\u30fc\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u3059\u3079\u3066\u306e\u65b0\u898f\u9867\u5ba2\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u6210\u529f\u3055\u305b\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u914d\u616e\u3068\u30b5\u30dd\u30fc\u30c8\u3092\u53d7\u3051\u3089\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u5354\u529b\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u696d\u52d9\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u901a\u3058\u3066\u9867\u5ba2\u306e\u6210\u529f\u3068\u6e80\u8db3\u3092\u4fc3\u9032\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-communication-and-support-during-onboarding\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30b5\u30dd\u30fc\u30c8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30b5\u30dd\u30fc\u30c8\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u6210\u529f\u306e\u6838\u5fc3\u3067\u3042\u308b\u3002\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5404\u30b9\u30c6\u30c3\u30d7\u3092\u901a\u3058\u3066\u9867\u5ba2\u3092\u5c0e\u304f\u305f\u3081\u306b\u3001\u660e\u78ba\u3067\u7c21\u6f54\u306a\u60c5\u5831\u3068\u8fc5\u901f\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30a2\u30d7\u30ea\u5185\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u306b\u3088\u308b\u30b5\u30dd\u30fc\u30c8\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u901a\u77e5\u306a\u3069\u3001\u4e00\u9023\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-customer-communication-and-support\">\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30b5\u30dd\u30fc\u30c8\u306e\u4e3b\u306a\u7279\u5fb4<\/h3>\n\n\n\n<ul 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class=\"wp-block-paragraph\">\u30aa\u30fc\u30d7\u30f3\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30e9\u30a4\u30f3\u3092\u7dad\u6301\u3057\u3001\u30d8\u30eb\u30d7\u30fb\u30ea\u30bd\u30fc\u30b9\u306b\u7c21\u5358\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u9577\u671f\u7684\u306a\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3068\u6e80\u8db3\u5ea6\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u7a4d\u6975\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u5165\u5e97\u6642\u306e\u6469\u64e6\u3092\u6e1b\u3089\u3059\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u9577\u7d9a\u304d\u3055\u305b\u3001\u7d99\u7d9a\u7684\u306a\u6210\u529f\u3092\u53ce\u3081\u308b\u305f\u3081\u306e\u571f\u53f0\u3092\u7bc9\u304f\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-about-saas-customer-onboarding-software\">SaaS\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<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u8cea\u554f\u306f\u30012024\u5e74\u304b\u30892026\u5e74\u306e\u9593\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8a55\u4fa1\u3059\u308b\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u304b\u3089InvestGlass\u306b\u5bc4\u305b\u3089\u308c\u308b\u4e00\u822c\u7684\u306a\u554f\u3044\u5408\u308f\u305b\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002\u5404\u56de\u7b54\u306f\u3001\u4e00\u822c\u7684\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u691c\u8a0e\u4e8b\u9805\u3067\u306f\u306a\u304f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u7279\u6709\u306e\u72b6\u6cc1\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-difference-between-saas-customer-onboarding-and-digital-kyc\">SaaS\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u30c7\u30b8\u30bf\u30ebKYC\u306e\u9055\u3044\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30ebKYC\u306f\u3001\u3088\u308a\u5e83\u7bc4\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u4e00\u8981\u7d20\u3067\u3042\u308a\u3001\u7279\u306b\u4ee5\u4e0b\u306e\u70b9\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e8%ba%ab%e5%85%83%e7%a2%ba%e8%aa%8d%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%e3%80%81%e3%81%a9%e3%81%ae%e3%82%88%e3%81%86%e3%81%ab%e6%a9%9f%e8%83%bd%e3%81%99%e3%82%8b%e3%81%ae%e3%81%8b\/\" target=\"_self\">\u672c\u4eba\u78ba\u8a8d<\/a> 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class=\"wp-block-paragraph\">InvestGlass\u306fKYC\u3092CRM\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u6a5f\u80fd\u3068\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u672c\u4eba\u78ba\u8a8d\u3060\u3051\u3067\u306a\u304f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u51e6\u7406\u3057\u307e\u3059\u3002\u9867\u5ba2\u306fKYC\u8a8d\u8a3c\u306b\u5408\u683c\u3057\u305f\u5f8c\u3001\u76f4\u3061\u306b\u6295\u8cc7\u63d0\u6848\u66f8\u3092\u53d7\u3051\u53d6\u308a\u3001\u9069\u5408\u6027\u66f8\u985e\u3092\u4f5c\u6210\u3057\u3001\u5951\u7d04\u66f8\u3092\u78ba\u8a8d\u3057\u3066\u7f72\u540d\u3057\u3001\u65b0\u3057\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3002\u3053\u308c\u3089\u306e\u6a5f\u80fd\u3092\u7570\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u5206\u96e2\u3059\u308b\u3068\u3001\u30cf\u30f3\u30c9\u30aa\u30d5\u306e\u9045\u5ef6\u3084\u65ad\u7247\u7684\u306a\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u304c\u767a\u751f\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-saas-onboarding-software-support-both-high-touch-and-self-serve-models\">SaaS\u578b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30cf\u30a4\u30bf\u30c3\u30c1\u30e2\u30c7\u30eb\u3068\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb\u306e\u4e21\u65b9\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u3057\u3070\u3057\u3070\u4e21\u65b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002HNWI\uff08\u5bcc\u88d5\u5c64\uff09\u9867\u5ba2\u3084\u8907\u96d1\u306a\u4f01\u696d\u3068\u306e\u95a2\u4fc2\u3067\u306f\u3001\u62c5\u5f53\u8005\u306e\u5927\u5e45\u306a\u95a2\u4e0e\u3001\u30ac\u30a4\u30c9\u4ed8\u304d\u30dd\u30fc\u30bf\u30eb\u30bb\u30c3\u30b7\u30e7\u30f3\u3001\u500b\u5225\u5bfe\u5fdc\u306a\u3069\u3001\u624b\u539a\u3044\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u5fc5\u8981\u3068\u306a\u308b\u3002\u5bcc\u88d5\u5c64\u3084\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u306f\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ac\u30a4\u30c0\u30f3\u30b9\u3068\u6700\u5c0f\u9650\u306eRM\u306e\u4ecb\u5165\u306b\u3088\u308b\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30d5\u30ed\u30fc\u3092\u597d\u3080\u304b\u3082\u3057\u308c\u306a\u3044\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u3082\u52b9\u7387\u6027\u3092\u6c42\u3081\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u540c\u3058\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u3067\u4e21\u65b9\u306e\u30e2\u30c7\u30eb\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u3002RM\u306f\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30dd\u30fc\u30bf\u30eb\u30bb\u30c3\u30b7\u30e7\u30f3\u3092\u901a\u3058\u3066\u30e6\u30fc\u30b6\u30fc\u3092\u30ac\u30a4\u30c9\u3057\u3001\u9867\u5ba2\u304c\u30d5\u30a9\u30fc\u30e0\u3092\u5165\u529b\u3059\u308b\u969b\u306b\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u305f\u308a\u3001\u8cea\u554f\u306b\u7b54\u3048\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4ed6\u306e\u9867\u5ba2\u306f\u5358\u72ec\u3067\u30b9\u30c6\u30c3\u30d7\u3092\u5b8c\u4e86\u3057\u3001\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u304c\u884c\u52d5\u3092\u4fc3\u3057\u3001\u5fc5\u8981\u306a\u3068\u304d\u3060\u3051RM\u306b\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u3057\u307e\u3059\u3002\u6761\u4ef6\u4ed8\u304d\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u8868\u793a\u3001\u975e\u8868\u793a\u30bb\u30af\u30b7\u30e7\u30f3\u3001\u6700\u7d42\u627f\u8a8d\u524d\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u30b9\u30c6\u30c3\u30d7\u306a\u3069\u3001\u5b9f\u7528\u7684\u306a\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u306b\u3088\u308a\u3001\u3055\u307e\u3056\u307e\u306a\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5bfe\u5fdc\u3057\u305f\u67d4\u8edf\u306a\u8a2d\u5b9a\u304c\u53ef\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u67d4\u8edf\u6027\u306f\u3001\u898f\u5236\u306e\u306a\u3044\u696d\u754c\u3067\u4e00\u822c\u7684\u306a\u3001\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u578b\u306eSaaS\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u3068\u306f\u5bfe\u7167\u7684\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-integrate-with-existing-banking-or-insurance-systems\">InvestGlass\u306f\u65e2\u5b58\u306e\u9280\u884c\u3084\u4fdd\u967a\u30b7\u30b9\u30c6\u30e0\u3068\u3069\u306e\u3088\u3046\u306b\u7d71\u5408\u3059\u308b\u306e\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u6587\u66f8\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3001\u96fb\u5b50\u7f72\u540d\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u63a5\u7d9a\u3092\u53ef\u80fd\u306b\u3059\u308bREST API\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306f\u53cc\u65b9\u5411\u306b\u6d41\u308c\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306b\u53d6\u5f97\u3055\u308c\u305f\u9867\u5ba2\u60c5\u5831\u306f\u53e3\u5ea7\u958b\u8a2d\u306e\u305f\u3081\u306b\u30b3\u30a2\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u30d7\u30c3\u30b7\u30e5\u3055\u308c\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30dd\u30b8\u30b7\u30e7\u30f3\u306f\u7d71\u5408\u3055\u308c\u305f\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306b\u9867\u5ba2\u30ec\u30b3\u30fc\u30c9\u306b\u30b7\u30f3\u30af\u30d0\u30c3\u30af\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u5c55\u958b\u306e\u5834\u5408\u3001InvestGlass\u306f\u91d1\u878d\u6a5f\u95a2\u306e\u30a4\u30f3\u30d5\u30e9\u5185\u306b\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u3055\u308c\u3001\u5916\u90e8\u306e\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u30a2\u30af\u30bb\u30b9\u3067\u304d\u306a\u3044\u53ef\u80fd\u6027\u306e\u3042\u308b\u65e2\u5b58\u306e\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u3068\u306e\u76f4\u63a5\u7d71\u5408\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3053\u306e\u5c0e\u5165\u30e2\u30c7\u30eb\u306f\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u5206\u96e2\u8981\u4ef6\u304c\u53b3\u3057\u3044\u6a5f\u95a2\u3084\u3001API\u3092\u5916\u90e8\u306b\u516c\u958b\u3067\u304d\u306a\u3044\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5177\u4f53\u7684\u306a\u7d71\u5408\u4f8b\u3068\u3057\u3066\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC\u3067\u627f\u8a8d\u3055\u308c\u305f\u9867\u5ba2\u30de\u30b9\u30bf\u30fc\u30fb\u30c7\u30fc\u30bf\u3092\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u306b\u30d7\u30c3\u30b7\u30e5\u3057\u3001\u53e3\u5ea7\u4f5c\u6210\u306e\u30c8\u30ea\u30ac\u30fc\u3068\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u30ab\u30b9\u30c8\u30c7\u30a3\u30fb\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u6bce\u6669\u540c\u671f\u3057\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306b\u8868\u793a\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u7f72\u540d\u3055\u308c\u305f\u6587\u66f8\u3092\u3001\u9069\u5207\u306a\u30e1\u30bf\u30c7\u30fc\u30bf\u3068\u3068\u3082\u306b\u6559\u80b2\u6a5f\u95a2\u306e\u6587\u66f8\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306b\u30a2\u30fc\u30ab\u30a4\u30d6\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u6cd5\u7684\u62d8\u675f\u529b\u306e\u3042\u308b\u96fb\u5b50\u7f72\u540d\u306e\u305f\u3081\u306e\u96fb\u5b50\u7f72\u540d\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3078\u306e\u63a5\u7d9a<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-implement-investglass-for-onboarding\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306bInvestGlass\u3092\u5c0e\u5165\u3059\u308b\u306b\u306f\u3069\u308c\u304f\u3089\u3044\u306e\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Implementation timelines depend on scope, complexity, and internal resources. A focused digital onboarding MVP forms, workflows, and portal without deep integration typically deploys in 8-12 weeks. This phase establishes the platform, configures initial workflows, trains key users, and begins handling real client onboardings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u7d71\u5408\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u63a5\u7d9a\u3001\u8907\u6570\u5730\u57df\u5c55\u958b\u3092\u542b\u3080\u5e83\u7bc4\u306a\u5c55\u958b\u306f\u3001\u95a2\u4fc2\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u306e\u6570\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u8981\u4ef6\u3001\u898f\u5236\u306b\u3088\u3063\u30663\uff5e9\u30ab\u6708\u306b\u53ca\u3076\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e6%89%bf%e8%aa%8d%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%81%ae%e6%b1%ba%e5%ae%9a%e7%89%88\/\" target=\"_self\">\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u4f8b\u3048\u3070\u30b9\u30a4\u30b9\u306e\u30aa\u30f3\u30b7\u30e7\u30a2\u500b\u4eba\u9867\u5ba2\u306a\u3069\u30011\u3064\u306e\u5e02\u5834\u30bb\u30b0\u30e1\u30f3\u30c8\u304b\u3089\u59cb\u3081\u3066\u6210\u529f\u3092\u5b9f\u8a3c\u3057\u305f\u5f8c\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30bb\u30b0\u30e1\u30f3\u30c8\u3084\u6a5f\u95a2\u6295\u8cc7\u5bb6\u9867\u5ba2\u30bf\u30a4\u30d7\u306b\u62e1\u5927\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u6bb5\u968e\u7684\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30ea\u30b9\u30af\u3092\u7ba1\u7406\u3057\u3001\u793e\u5185\u306e\u5c02\u9580\u6027\u3092\u9ad8\u3081\u3001\u7d99\u7d9a\u7684\u306a\u6295\u8cc7\u3092\u652f\u3048\u308b\u6e2c\u5b9a\u53ef\u80fd\u306a\u6210\u679c\u3092\u751f\u307f\u51fa\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-do-clients-need-an-account-to-access-investglass-onboarding-portals\">\u9867\u5ba2\u306fInvestGlass\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30dd\u30fc\u30bf\u30eb\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u305f\u3081\u306b\u30a2\u30ab\u30a6\u30f3\u30c8\u304c\u5fc5\u8981\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">External clients access their onboarding portal via secure links with multi-factor authentication, without needing full internal InvestGlass accounts. This approach simplifies client access no registration process, no additional credentials to remember, no account management overhead.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Only internal users relationship managers, compliance officers, operations staff require InvestGlass user accounts. This separation reduces client friction while maintaining appropriate access controls for internal functions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u5b9f\u7528\u7684\u306a\u9055\u3044\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u63a1\u7528\u306b\u3068\u3063\u3066\u91cd\u8981\u3067\u3042\u308b\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u30a2\u30ab\u30a6\u30f3\u30c8\u306e\u4f5c\u6210\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u30a2\u30c9\u30ec\u30b9\u306e\u78ba\u8a8d\u3001\u30d1\u30b9\u30ef\u30fc\u30c9\u306e\u8a2d\u5b9a\u3001\u8a8d\u8a3c\u60c5\u5831\u306e\u8a18\u61b6\u306a\u3069\u3092\u8981\u6c42\u3059\u308b\u3053\u3068\u306f\u3001\u6469\u64e6\u3092\u5897\u3084\u3057\u3001\u96e2\u8131\u7387\u3092\u5897\u52a0\u3055\u305b\u308b\u3002MFA\u8a8d\u8a3c\u306b\u3088\u308b\u30bb\u30ad\u30e5\u30a2\u30ea\u30f3\u30af\u30a2\u30af\u30bb\u30b9\u306f\u3001\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u306a\u3057\u306b\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u76ee\u6a19\u3092\u9054\u6210\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-saas-onboarding-software-help-reduce-churn-in-wealth-management-and-banking\">SaaS\u578b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3084\u9280\u884c\u696d\u52d9\u306b\u304a\u3051\u308b\u89e3\u7d04\u306e\u524a\u6e1b\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Early interactions during onboarding set the tone for relationships that may last decades. Clients who experience slow, confusing, or error-prone onboarding begin their relationship frustrated a poor foundation for long-term retention. Clients who experience fast, transparent, professional onboarding begin with confidence in their institution\u2019s competence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u660e\u78ba\u306a\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306e\u30a8\u30e9\u30fc\u306e\u6e1b\u5c11\u3092\u53ef\u80fd\u306b\u3057\u3001\u521d\u671f\u306e\u4e0d\u6e80\u3092\u751f\u307f\u51fa\u3059\u6469\u64e6\u306b\u76f4\u63a5\u5bfe\u51e6\u3057\u307e\u3059\u3002\u900f\u660e\u6027\u306e\u3042\u308b\u9032\u6357\u72b6\u6cc1\u306e\u8ffd\u8de1\u306f\u3001\u7269\u4e8b\u304c\u524d\u9032\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u9867\u5ba2\u306b\u793a\u3057\u307e\u3059\u3002\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u5fd8\u308c\u3089\u308c\u3066\u3044\u308b\u3068\u3044\u3046\u611f\u899a\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306a\u30dd\u30fc\u30bf\u30eb\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306f\u3001\u7d44\u7e54\u3068\u3057\u3066\u306e\u6d17\u7df4\u6027\u3092\u8a3c\u660e\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u671f\u9593\u7d42\u4e86\u5f8c\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306b\u53d6\u5f97\u3057\u305f\u30c7\u30fc\u30bf\u306f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3001\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u3001\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\u30d7\u30ed\u30bb\u30b9\u306b\u53cd\u6620\u3055\u308c\u307e\u3059\u3002\u521d\u65e5\u304b\u3089\u9867\u5ba2\u306e\u55dc\u597d\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3001\u660e\u793a\u3055\u308c\u305f\u76ee\u7684\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u9069\u5207\u306a\u7d99\u7d9a\u7684\u30b5\u30fc\u30d3\u30b9\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002\u69cb\u9020\u5316\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u91d1\u878d\u6a5f\u95a2\u3067\u306f\u3001\u521d\u5e74\u5ea6\u306e\u89e3\u7d04\u7387\u304c5-10%\u6e1b\u5c11\u3057\u305f\u3068\u5831\u544a\u3055\u308c\u3066\u304a\u308a\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u304c\u9577\u671f\u7684\u306a\u4fa1\u5024\u3092\u751f\u3080\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3044\u3066\u6709\u610f\u7fa9\u306a\u6539\u5584\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-getting-started-with-investglass-for-saas-customer-onboarding\">SaaS\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306bInvestGlass\u3092\u59cb\u3081\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u304b\u30892026\u5e74\u306b\u304b\u3051\u3066\u3001\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u76f4\u9762\u3059\u308b\u5e02\u5834\u3068\u898f\u5236\u306e\u5727\u529b\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8fd1\u4ee3\u5316\u3092\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u306f\u306a\u304f\u7dca\u6025\u306e\u8ab2\u984c\u3068\u3057\u3066\u3044\u308b\u3002AMLD6\u306b\u3088\u308b\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u8981\u4ef6\u306e\u5f37\u5316\u3001FINMA\u306b\u3088\u308b\u9867\u5ba2\u8b58\u5225\u6163\u884c\u3078\u306e\u7d99\u7d9a\u7684\u306a\u6ce8\u76ee\u3001\u305d\u3057\u3066\u30c7\u30b8\u30bf\u30eb\u4f53\u9a13\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u306e\u671f\u5f85\u306e\u9ad8\u307e\u308a\u3001\u3053\u308c\u3089\u3059\u3079\u3066\u304c\u540c\u3058\u7d50\u8ad6\u3092\u793a\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u898f\u5236\u4e0b\u306b\u3042\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u660e\u78ba\u306a\u9053\u7b4b\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002CRM\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\uff06KYC\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\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u7d71\u5408\u3057\u305f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u3001InvestGlass\u306f\u5206\u96e2\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u7d71\u5408\u3092\u5fc5\u8981\u3068\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u3042\u3089\u3086\u308b\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u3001\u6b27\u5dde\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u76f4\u9762\u3059\u308b\u5c45\u4f4f\u8981\u4ef6\u3092\u6e80\u305f\u3057\u307e\u3059\u3002\u30b3\u30fc\u30c9\u5316\u3055\u308c\u3066\u3044\u306a\u3044\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u8981\u4ef6\u306e\u9032\u5316\u306b\u5408\u308f\u305b\u3066\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u9069\u5fdc\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The practical next step: a discovery call to understand your institution\u2019s current onboarding challenges, followed by a demo focused specifically on onboarding workflows relevant to your client segments. From there, a pilot configuration for one segment perhaps HNWI clients in Switzerland or a specific product line demonstrates value within 8-12 weeks before broader rollout. Involving compliance, IT, and front-office stakeholders from the beginning ensures that the resulting solution addresses all requirements and builds organization-wide support.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u3092InvestGlass\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u305f\u3081\u306e\u30c7\u30e2\u307e\u305f\u306f\u30ef\u30fc\u30af\u30b7\u30e7\u30c3\u30d7\u3092\u3054\u4e88\u7d04\u304f\u3060\u3055\u3044\u3002\u4eca\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u8fd1\u4ee3\u5316\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u7af6\u5408\u4ed6\u793e\u304c\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3067\u82e6\u52b4\u3057\u7d9a\u3051\u308b\u4e2d\u3001\u3088\u308a\u8fc5\u901f\u306a\u53ce\u76ca\u8a8d\u8b58\u3001\u3088\u308a\u4f4e\u3044\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ea\u30b9\u30af\u3001\u3088\u308a\u5f37\u56fa\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Introduction SaaS customer onboarding software is critical for regulated financial institutions, including banks, wealth managers, insurers, and real estate firms. The stakes for onboarding in financial services have never been higher. In 2025, B2B SaaS sales cycles average 84 days according to HubSpot data, but the real challenge begins after the contract is signed. SaaS benchmarks consistently show 5-7% monthly churn rates, with studies indicating that optimized onboarding can reduce this figure by 20-30%. This guide is intended for compliance officers, operations leaders, and client onboarding teams at banks, wealth managers, insurers, and real estate firms. Effective onboarding software is essential for reducing compliance risk, accelerating revenue recognition, and improving [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48203,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1350],"class_list":["post-49226","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-saas-customer-onboarding-software"],"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>SaaS Customer Onboarding Software for Success<\/title>\n<meta name=\"description\" content=\"Explore the benefits of saas customer onboarding software for seamless user experiences and improved customer retention.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/\u898f\u5236\u91d1\u878d\u6a5f\u95a2\u5411\u3051saas\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SaaS Customer Onboarding Software for Regulated Financial Institutions\" \/>\n<meta property=\"og:description\" content=\"Introduction SaaS customer onboarding software is critical for regulated\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u898f\u5236\u91d1\u878d\u6a5f\u95a2\u5411\u3051saas\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30d5\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-06T15:33:21+00:00\" \/>\n<meta property=\"article:modified_time\" 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