{"id":49263,"date":"2026-03-10T08:37:29","date_gmt":"2026-03-10T07:37:29","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49263"},"modified":"2026-03-10T14:39:29","modified_gmt":"2026-03-10T13:39:29","slug":"investglass%e3%81%a7%e9%8a%80%e8%a1%8c%e5%90%91%e3%81%91%e9%a1%a7%e5%ae%a2%e5%8f%a3%e5%ba%a7%e7%ae%a1%e7%90%86%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2%e3%81%ab%e9%9d%a9%e5%91%bd","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/revolutionising-client-account-management-software-for-banks-with-investglass-a-comprehensive-guide-for-financial-institutions\/","title":{"rendered":"InvestGlass\u3067\u9280\u884c\u5411\u3051\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u9769\u547d\u3092\u8d77\u3053\u3059\uff1a\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u7dcf\u5408\u30ac\u30a4\u30c9"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-what-you-will-learn\">\u4f55\u3092\u5b66\u3076\u304b<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91d1\u878d\u6a5f\u95a2\u304c\u9867\u5ba2\u53e3\u5ea7\u3092\u7ba1\u7406\u3059\u308b\u4e0a\u3067\u76f4\u9762\u3059\u308b\u91cd\u8981\u306a\u8ab2\u984c\u3092\u7406\u89e3\u3059\u308b\u3002.<\/li>\n\n\n\n<li>InvestGlass\u304c\u3069\u306e\u3088\u3046\u306b\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u306b\u7dcf\u5408\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u304b\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002.<\/li>\n\n\n\n<li>\u53e3\u5ea7\u904b\u55b6\u3092\u5408\u7406\u5316\u3057\u3001\u5f37\u5316\u3059\u308bInvestGlass\u306e\u4e3b\u306a\u6a5f\u80fd\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002.<\/li>\n\n\n\n<li>\u5fa1\u793e\u306e\u7d44\u7e54\u306bInvestGlass\u3092\u63a1\u7528\u3059\u308b\u5927\u304d\u306a\u30e1\u30ea\u30c3\u30c8\u306b\u3064\u3044\u3066\u6d1e\u5bdf\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/li>\n\n\n\n<li>InvestGlass\u306e\u52b9\u679c\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3092\u5b66\u3073\u307e\u3059\u3002.<\/li>\n\n\n\n<li>InvestGlass\u304c\u5f93\u6765\u306e\u53e3\u5ea7\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3092\u3069\u306e\u3088\u3046\u306b\u51cc\u99d5\u3057\u3066\u3044\u308b\u304b\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002.<\/li>\n<\/ul>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction\">\u306f\u3058\u3081\u306b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u30ac\u30a4\u30c9\u306f\u3001\u9867\u5ba2\u52d8\u5b9a\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306e\u8fd1\u4ee3\u5316\u3092\u76ee\u6307\u3059\u9280\u884c\u5c02\u9580\u5bb6\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u3001IT\u610f\u601d\u6c7a\u5b9a\u8005\u3092\u5bfe\u8c61\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u65e5\u306e\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306a\u91d1\u878d\u60c5\u52e2\u306b\u304a\u3044\u3066\u3001\u9280\u884c\u306e\u9867\u5ba2\u52d8\u5b9a\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3082\u306f\u3084\u8d05\u6ca2\u54c1\u3067\u306f\u306a\u304f\u3001\u57fa\u672c\u7684\u306a\u5fc5\u9700\u54c1\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u898f\u5236\u306e\u5f37\u5316\uff08MiFID II\u3001GDPR\u3001FINMA\u306a\u3069\uff09\u3001\u30c7\u30b8\u30bf\u30eb\u30d5\u30a1\u30fc\u30b9\u30c8\u3067\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u306e\u671f\u5f85\u306e\u9ad8\u307e\u308a\u3001\u696d\u754c\u3092\u518d\u69cb\u7bc9\u3057\u3064\u3064\u3042\u308b\u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u52b9\u679c\u7684\u306a\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u4eca\u65e5\u306e\u9280\u884c\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30ea\u30c6\u30fc\u30eb\u9280\u884c\u304b\u3089\u9ad8\u5ea6\u306a\u8a3c\u5238\u4f1a\u793e\u306b\u81f3\u308b\u307e\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306e\u5805\u7262\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5e38\u306b\u6c42\u3081\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u30b9\u30a4\u30b9\u3092\u62e0\u70b9\u3068\u3059\u308b\u5927\u624b\u4f01\u696d\u3001\u30a4\u30f3\u30d9\u30b9\u30c8\u30fb\u30b0\u30e9\u30b9\u304c\u3069\u306e\u3088\u3046\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u308b\u304b\u3092\u7d39\u4ecb\u3059\u308b\u3002 <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\u3060\u3001, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%80%81%e8%b3%a2%e3%81%84%e6%8a%95%e8%b3%87%e5%ae%b6%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e3%83%bb%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa\/\" target=\"_self\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30b7\u30b9\u30c6\u30e0\uff08PMS\uff09<\/a>, \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb <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> \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u9867\u5ba2\u53e3\u5ea7\u3092\u7ba1\u7406\u3059\u308b\u65b9\u6cd5\u3092\u5909\u9769\u3057\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30e6\u30fc\u30b6\u30fc\u4e2d\u5fc3\u8a2d\u8a08\u306e\u6bd4\u985e\u306a\u3044\u878d\u5408\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-summary-what-is-client-account-management-software-for-banks-and-why-is-it-needed\">\u8981\u7d04\uff1a\u9280\u884c\u5411\u3051\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u306f\u4f55\u304b\uff1f<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30a2\u30b9\u30da\u30af\u30c8<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u5b9a\u7fa9\uff0f\u8aac\u660e<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u9280\u884c\u5411\u3051\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u306f\uff1f<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9280\u884c\u3084\u91d1\u878d\u6a5f\u95a2\u304c\u3001\u9867\u5ba2\u95a2\u4fc2\u3001\u53e3\u5ea7\u30c7\u30fc\u30bf\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u306e\u3042\u3089\u3086\u308b\u5074\u9762\u3092\u3001\u5b89\u5168\u304b\u3064\u4e00\u5143\u7684\u3067\u52b9\u7387\u7684\u306a\u65b9\u6cd5\u3067\u7ba1\u7406\u3067\u304d\u308b\u30c7\u30b8\u30bf\u30eb\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u306a\u305c\u5fc5\u8981\u306a\u306e\u304b\uff1f<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>- \u53b3\u3057\u3044\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3059\u305f\u3081\uff08MiFID II\u3001GDPR\u3001FINMA\u306a\u3069\uff09&lt;br&gt;- \u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3002&lt;br&gt;- \u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u3068\u624b\u4f5c\u696d\u306b\u3088\u308b\u975e\u52b9\u7387\u6027\u3092\u89e3\u6d88\u3059\u308b&lt;br&gt;- \u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3\u3068\u5c06\u6765\u3092\u898b\u636e\u3048\u305f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>InvestGlass\u306f\u3053\u306e\u30cb\u30fc\u30ba\u3092\u3069\u306e\u3088\u3046\u306b\u6e80\u305f\u3059\u306e\u304b\uff1f<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>- CRM\u3001PMS\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3001\u304a\u3088\u3073\u9867\u5ba2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3092\u7d71\u5408\u3057\u305f\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"6058\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a>&lt;br&gt;- \u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u5f37\u56fa\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u78ba\u4fdd&lt;br&gt;- \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u81ea\u52d5\u5316&lt;br&gt;- \u8fc5\u901f\u306a\u9069\u5fdc\u306e\u305f\u3081\u306e\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u30ab\u30b9\u30bf\u30de\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002&lt;br&gt;- AI\u3092\u6d3b\u7528\u3057\u305f\u6d1e\u5bdf\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3092\u5b9f\u73fe<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-concepts-and-definitions\">\u4e3b\u8981\u6982\u5ff5\u3068\u5b9a\u7fa9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\uff1a<\/strong> \u9280\u884c\u3084\u91d1\u878d\u6a5f\u95a2\u306e\u9867\u5ba2\u53e3\u5ea7\u3001\u53d6\u5f15\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30c7\u30fc\u30bf\u306e\u7ba1\u7406\u3092\u4e00\u5143\u5316\u3057\u3001\u81ea\u52d5\u5316\u3059\u308b\u5305\u62ec\u7684\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3002.<\/li>\n\n\n\n<li><strong>CRM\uff08\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\uff09\uff1a<\/strong> \u9280\u884c\u304c\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3057\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u8ffd\u8de1\u3057\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u901a\u3058\u3066\u95a2\u4fc2\u3092\u80b2\u3080\u306e\u306b\u5f79\u7acb\u3064\u30b7\u30b9\u30c6\u30e0\u3002.<\/li>\n\n\n\n<li><strong>PMS (<a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"6056\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/a>):<\/strong> \u9867\u5ba2\u306e\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u8ffd\u8de1\u3001\u5206\u6790\u3001\u5831\u544a\u3059\u308b\u305f\u3081\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u7d71\u5408\u3055\u308c\u305f\u9867\u5ba2\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306bCRM\u3068\u7d71\u5408\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u3002.<\/li>\n\n\n\n<li><strong>\u30bd\u30d6\u30ea\u30f3\u30fb\u30c7\u30fc\u30bf<\/strong> \u7279\u5b9a\u306e\u7ba1\u8f44\u533a\u57df\uff08\u30b9\u30a4\u30b9\u306a\u3069\uff09\u5185\u3067\u30db\u30b9\u30c8\u3055\u308c\u7ba1\u7406\u3055\u308c\u308b\u30c7\u30fc\u30bf\u306f\u3001\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3078\u306e\u6e96\u62e0\u3092\u4fdd\u8a3c\u3057\u3001\u7d44\u7e54\u304c\u60c5\u5831\u3092\u5b8c\u5168\u306b\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u30ce\u30fc\u30b3\u30fc\u30c9\uff0f\u30ed\u30fc\u30b3\u30fc\u30c9\uff1a<\/strong> \u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30d5\u30a9\u30fc\u30e0\u3001\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u6700\u5c0f\u9650\u306e\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u77e5\u8b58\u3067\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3067\u304d\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3002\u4f8b\u3048\u3070\u3001\u9280\u884c\u306f\u30b3\u30fc\u30c9\u3092\u66f8\u304f\u306e\u3067\u306f\u306a\u304f\u3001\u30c9\u30e9\u30c3\u30b0\u30fb\u30a2\u30f3\u30c9\u30fb\u30c9\u30ed\u30c3\u30d7\u306e\u30c4\u30fc\u30eb\u3092\u4f7f\u3063\u3066\u30ab\u30b9\u30bf\u30e0\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u76f8\u4e92\u306b\u95a2\u9023\u3057\u3066\u3044\u307e\u3059\uff1aCRM\u306f\u9867\u5ba2\u95a2\u4fc2\u3084\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3057\u3001PMS\u306f\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002\u4e21\u30b7\u30b9\u30c6\u30e0\u306f\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u7d71\u5408\u3055\u308c\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u52b9\u7387\u7684\u306a\u30d0\u30f3\u30ad\u30f3\u30b0\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30bd\u30d6\u30ea\u30f3\u30fb\u30c7\u30fc\u30bf\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306b\u3088\u308a\u3001\u3059\u3079\u3066\u306e\u6a5f\u5bc6\u60c5\u5831\u304c\u9280\u884c\u306e\u7ba1\u7406\u4e0b\u306b\u5b89\u5168\u306b\u4fdd\u7ba1\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-the-banking-industry\">\u9280\u884c\u696d\u754c\u3092\u7406\u89e3\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u696d\u754c\u306f\u3001\u8907\u96d1\u3067\u9ad8\u5ea6\u306a\u898f\u5236\u306e\u67a0\u7d44\u307f\u306e\u4e2d\u3067\u904b\u55b6\u3055\u308c\u3066\u304a\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u3084\u91d1\u878d\u7d44\u7e54\u306f\u3001\u53b3\u683c\u306a\u898f\u5236\u9075\u5b88\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3068\u3044\u3046\u30d7\u30ec\u30c3\u30b7\u30e3\u30fc\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002\u9280\u884c\u304c\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6b63\u78ba\u306b\u7ba1\u7406\u3057\u3001\u9ad8\u5ea6\u306a\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u7ba1\u7406\u3068\u4e3b\u6a29\u3092\u91cd\u8996\u3057\u305f\u67d4\u8edf\u306a\u53e3\u5ea7\u69cb\u9020\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u9ad8\u5ea6\u306a\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u88fd\u54c1\u3078\u306e\u6295\u8cc7\u3092\u512a\u5148\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u696d\u754c\u5411\u3051\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u696d\u52d9\u3092\u5408\u7406\u5316\u3057\u3001\u898f\u5236\u8981\u4ef6\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u4fdd\u8a3c\u3059\u308b\u5305\u62ec\u7684\u306aCRM\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u8907\u6570\u306e\u6a5f\u80fd\u3068\u30d7\u30ed\u30bb\u30b9\u3092\u7d71\u5408\u3057\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u3068\u8ca1\u52d9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7ba1\u7406\u3059\u308b\u5305\u62ec\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3001\u4ee5\u4e0b\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%87%91%e8%9e%8d%e3%81%ae%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%88%e3%83%a9%e3%83%b3%e3%82%b9%e3%83%95%e3%82%a9%e3%83%bc%e3%83%a1%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3-%e3%81%82%e3%81%aa%e3%81%9f\/\" target=\"_self\">\u91d1\u878d\u306b\u304a\u3051\u308b\u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3<\/a> \u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u306f\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u3001\u9867\u5ba2\u7dad\u6301\u3092\u6539\u5584\u3057\u3001\u4fe1\u983c\u3067\u304d\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30b7\u30b9\u30c6\u30e0\u3092\u901a\u3058\u3066\u6301\u7d9a\u7684\u306a\u4e8b\u696d\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u898f\u5236\u9075\u5b88\u3001\u9867\u5ba2\u4f53\u9a13\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306e\u30b5\u30dd\u30fc\u30c8\u306b\u5fc5\u8981\u4e0d\u53ef\u6b20\u306a\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u696d\u52d9\u7ba1\u7406\u304c\u898f\u5236\u5bfe\u8c61\u7d44\u7e54\u306b\u3068\u3063\u3066\u6700\u91cd\u8981\u3067\u3042\u308a\u7d9a\u3051\u308b\u6025\u901f\u306b\u5909\u5316\u3059\u308b\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u91d1\u878d\u6a5f\u95a2\u3092\u9577\u671f\u7684\u306a\u6210\u529f\u3078\u3068\u5c0e\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\u696d\u754c\u306e\u9032\u5316\u306b\u4f34\u3044\u3001\u9280\u884c\u306f\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u306b\u304a\u3051\u308b\u69d8\u3005\u306a\u65b0\u305f\u306a\u8ab2\u984c\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-evolving-landscape-challenges-in-client-account-management\">\u9032\u5316\u3059\u308b\u72b6\u6cc1\uff1a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30a2\u30ab\u30a6\u30f3\u30c8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u8ab2\u984c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u306b\u304a\u3051\u308b\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u306f\u3001\u53b3\u3057\u3044\u898f\u5236\u3001\u9032\u5316\u3059\u308b\u9867\u5ba2\u306e\u671f\u5f85\u3001\u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3\u306e\u5fc5\u8981\u6027\u306b\u3088\u308a\u3001\u307e\u3059\u307e\u3059\u8907\u96d1\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u53e3\u5ea7\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3059\u308b\u306b\u306f\u3001\u5358\u306a\u308b\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u51e6\u7406\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u30cb\u30fc\u30ba\u306e\u6df1\u3044\u7406\u89e3\u3001\u7a4d\u6975\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u696d\u52d9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-fragmented-systems-and-data-silos\">\u65ad\u7247\u5316\u3057\u305f\u30b7\u30b9\u30c6\u30e0\u3068\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u3082\u5e83\u304f\u6d78\u900f\u3057\u3066\u3044\u308b\u8ab2\u984c\u306e\u3072\u3068\u3064\u306f\u3001\u9867\u5ba2\u7ba1\u7406\u306e\u69d8\u3005\u306a\u5074\u9762\u306b\u304a\u3044\u3066\u3001\u7570\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u591a\u304f\u306e\u5834\u5408\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306f\u8907\u6570\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\uff08CRM\u7528\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u7528\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u7528\u3001\u305d\u3057\u3066\u304a\u305d\u3089\u304f\u6642\u4ee3\u9045\u308c\u306e\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\uff09\u306b\u5b58\u5728\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u65ad\u7247\u5316\u306f\u3001\u30c7\u30fc\u30bf\u306e\u4e0d\u6574\u5408\u3001\u7d71\u4e00\u3055\u308c\u305f\u9867\u5ba2\u30d3\u30e5\u30fc\u306e\u6b20\u5982\u3001\u7d71\u4e00\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306e\u4e0d\u5728\u3092\u62db\u304d\u3001\u30c1\u30e3\u30cd\u30eb\u9593\u3067\u4e00\u8cab\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u56f0\u96e3\u306b\u3057\u3001\u3055\u3089\u306b\u696d\u52d9\u52b9\u7387\u306e\u5927\u5e45\u306a\u4f4e\u4e0b\u3092\u62db\u3044\u3066\u3044\u308b\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u306e\u64cd\u4f5c\u3084\u624b\u4f5c\u696d\u306b\u3088\u308b\u60c5\u5831\u306e\u7d71\u5408\u306b\u8cb4\u91cd\u306a\u6642\u9593\u3092\u8cbb\u3084\u3057\u3001\u9867\u5ba2\u5bfe\u5fdc\u696d\u52d9\u304b\u3089\u9060\u3056\u304b\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-insight\">\u91cd\u8981\u306a\u6d1e\u5bdf<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u65ad\u7247\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30fb\u30b7\u30b9\u30c6\u30e0\u306f\u52b9\u7387\u6027\u3092\u963b\u5bb3\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u30d0\u30e9\u30d0\u30e9\u306b\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u771f\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u56f0\u96e3\u306b\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-compliance-and-risk-management\">\u898f\u5236\u9075\u5b88\u3068\u30ea\u30b9\u30af\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306b\u8ab2\u3055\u308c\u308b\u898f\u5236\u306e\u8ca0\u62c5\u306f\u8a08\u308a\u77e5\u308c\u306a\u3044\u3082\u306e\u304c\u3042\u308a\u3001\u305d\u306e\u8ca0\u62c5\u306f\u5897\u3048\u7d9a\u3051\u3066\u3044\u308b\u3002MiFID II\uff08Markets in Financial Instruments Directive II\uff09\u3001GDPR\uff08General Data Protection Regulation\uff09\u3001FINMA\uff08Swiss Financial Market Supervisory Authority\uff09\u306a\u3069\u306e\u898f\u5236\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u53d6\u308a\u6271\u3044\u3001\u8a18\u9332\u4fdd\u6301\u3001\u900f\u660e\u6027\u3001\u5831\u544a\u306b\u3064\u3044\u3066\u53b3\u3057\u3044\u8981\u4ef6\u3092\u8ab2\u3057\u3066\u3044\u308b\u3002\u3059\u3079\u3066\u306e\u9867\u5ba2\u53e3\u5ea7\u3067\u7d99\u7d9a\u7684\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u306f\u3001\u7279\u306b\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c1\u30a7\u30c3\u30af\u3084\u6642\u4ee3\u9045\u308c\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u983c\u3063\u3066\u3044\u308b\u5834\u5408\u306b\u306f\u3001\u9014\u65b9\u3082\u306a\u3044\u4f5c\u696d\u3068\u306a\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306f\u3001\u591a\u984d\u306e\u7f70\u91d1\u3001\u98a8\u8a55\u88ab\u5bb3\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u55aa\u5931\u306b\u3064\u306a\u304c\u308a\u304b\u306d\u306a\u3044\u3002\u4ee5\u4e0b\u3092\u542b\u3080\u30ea\u30b9\u30af\u7ba1\u7406 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/what-is-aml\/\" target=\"_self\">\u30a8\u30fc\u30a8\u30e0\u30a8\u30eb<\/a> (\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\uff09\u3068 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/what-is-kyc\/\" target=\"_self\">KYC<\/a> (Know Your Customer\uff09\u30d7\u30ed\u30bb\u30b9\u306b\u3082\u3001\u5805\u7262\u3067\u76e3\u67fb\u53ef\u80fd\u306a\u30b7\u30b9\u30c6\u30e0\u304c\u8981\u6c42\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u5b8c\u5168\u306b\u67d4\u8edf\u306aCRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3046\u3057\u305f\u8ab2\u984c\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u3001\u9280\u884c\u306f\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3084CRM\u30b7\u30b9\u30c6\u30e0\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u63a5\u7d9a\u3059\u308b\u7d71\u5408\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306f\u3001\u76e3\u67fb\u3084\u5831\u544a\u3092\u76ee\u7684\u3068\u3057\u305f\u9867\u5ba2\u3068\u306e\u3084\u308a\u3068\u308a\u306e\u8ffd\u8de1\u3068\u6587\u66f8\u5316\u3092\u53ef\u80fd\u306b\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3001\u696d\u52d9\u4e0a\u306e\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u305f\u3081\u3001\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enhancing-client-experience-and-personalisation\">\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a\u3068\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u4ee3\u306e\u9867\u5ba2\u306f\u3001\u91d1\u878d\u696d\u8005\u304b\u3089\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u4f53\u9a13\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3002\u9867\u5ba2\u306f\u3001\u53e3\u5ea7\u60c5\u5831\u3078\u306e\u5bb9\u6613\u306a\u30a2\u30af\u30bb\u30b9\u3001\u7a4d\u6975\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u8907\u6570\u306e\u30c1\u30e3\u30cd\u30eb\u306b\u307e\u305f\u304c\u308b\u52b9\u7387\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u3092\u671b\u3093\u3067\u3044\u308b\u3002\u30ec\u30ac\u30b7\u30fc\u30fb\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u3001\u9867\u5ba2\u306e\u8a73\u7d30\u306a\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u6a5f\u80fd\u306b\u5fc5\u8981\u306a\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3067\u304d\u306a\u3044\u3053\u3068\u304c\u591a\u3044\u3002\u9867\u5ba2\u884c\u52d5\u306b\u95a2\u3059\u308b\u6d1e\u5bdf\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u306f\u9867\u5ba2\u4f53\u9a13\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3057\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u500b\u3005\u306e\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u308c\u306f\u3001\u9867\u5ba2\u306e\u4e0d\u6e80\u3001\u89e3\u7d04\u3001\u30af\u30ed\u30b9\u30bb\u30eb\u3084\u30a2\u30c3\u30d7\u30bb\u30eb\u306e\u6a5f\u4f1a\u640d\u5931\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u306e\u63d0\u4f9b\u306f\u3001\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3001\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u3001\u305d\u3057\u3066\u6700\u7d42\u7684\u306a\u9867\u5ba2\u7dad\u6301\u306e\u63a8\u9032\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-operational-inefficiencies-and-cost-pressures\">\u7d4c\u55b6\u306e\u975e\u52b9\u7387\u6027\u3068\u30b3\u30b9\u30c8\u5727\u529b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e7\u5f0f\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u6a5f\u95a2\u3067\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d7\u30ed\u30bb\u30b9\u3001\u5197\u9577\u306a\u30c7\u30fc\u30bf\u5165\u529b\u3001\u975e\u52b9\u7387\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u4e00\u822c\u7684\u3067\u3001\u30b9\u30bf\u30c3\u30d5\u304c\u8abf\u67fb\u3001\u8981\u7d04\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u66f4\u65b0\u306a\u3069\u306e\u30bf\u30b9\u30af\u3092\u52b9\u7387\u7684\u306b\u5b8c\u4e86\u3059\u308b\u3053\u3068\u306f\u56f0\u96e3\u3067\u3059\u3002\u3053\u3046\u3057\u305f\u975e\u52b9\u7387\u6027\u306f\u3001\u904b\u7528\u30b3\u30b9\u30c8\u306e\u4e0a\u6607\u3001\u51e6\u7406\u6642\u9593\u306e\u9577\u671f\u5316\u3001\u4eba\u70ba\u7684\u30df\u30b9\u306e\u30ea\u30b9\u30af\u306e\u5897\u5927\u306b\u76f4\u7d50\u3059\u308b\u3002\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u30b3\u30b9\u30c8\u524a\u6e1b\u3068\u30b5\u30fc\u30d3\u30b9\u54c1\u8cea\u306e\u5411\u4e0a\u3092\u4e21\u7acb\u3055\u305b\u308b\u3068\u3044\u3046\u30d7\u30ec\u30c3\u30b7\u30e3\u30fc\u306f\u5e38\u306b\u3064\u304d\u307e\u3068\u3046\u3002\u81ea\u52d5\u5316\u3068\u5408\u7406\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u3092\u901a\u3058\u3066\u696d\u52d9\u52b9\u7387\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u306f\u3001\u9577\u671f\u7684\u306a\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u3068\u3063\u3066\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u3053\u306e\u3088\u3046\u306a\u8ab2\u984c\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u3001InvestGlass\u306f\u6b21\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u8a73\u8ff0\u3059\u308b\u3088\u3046\u306a\u5305\u62ec\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-a-holistic-solution-for-client-account-management\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u306e\u305f\u3081\u306e\u7dcf\u5408\u7684\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u8907\u96d1\u306a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u305f\u7d71\u5408\u3055\u308c\u305f\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u591a\u9762\u7684\u306a\u8ab2\u984c\u306b\u6b63\u9762\u304b\u3089\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002InvestGlass\u306e\u5305\u62ec\u7684\u306a\u30c4\u30fc\u30eb\u30fb\u30b9\u30a4\u30fc\u30c8\u306f\u3001CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u7db2\u7f85\u3057\u3001\u305d\u306e\u3059\u3079\u3066\u304c\u5358\u4e00\u306e\u5b89\u5168\u306a\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u4e0b\u306b\u7d71\u5408\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u304c\u89e3\u6d88\u3055\u308c\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u81ea\u52d5\u5316\u3055\u308c\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u30a2\u30ab\u30a6\u30f3\u30c8\u306b\u3064\u3044\u3066360\u5ea6\u306e\u30d3\u30e5\u30fc\u304c\u63d0\u4f9b\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-and-security\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u4e3b\u8981\u306a\u5dee\u5225\u5316\u8981\u56e0\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3078\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3067\u3042\u308b\u3002\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306f\u6700\u91cd\u8981\u4e8b\u9805\u3067\u3059\u3002\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3067\u77e5\u3089\u308c\u308b\u30b9\u30a4\u30b9\u3067\u30c7\u30fc\u30bf\u3092\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u306e\u5b8c\u5168\u6027\u3068\u6a5f\u5bc6\u6027\u306b\u95a2\u3057\u3066\u6bd4\u985e\u306a\u3044\u30ec\u30d9\u30eb\u306e\u4fdd\u8a3c\u304c\u5f97\u3089\u308c\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u9867\u5ba2\u306e\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u91d1\u878d\u60c5\u5831\u3092\u6271\u3046\u9280\u884c\u3001\u30d6\u30ed\u30fc\u30ab\u30fc\u30fb\u30c7\u30a3\u30fc\u30e9\u30fc\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u7279\u306b\u9b45\u529b\u7684\u3067\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-insight-0\">\u91cd\u8981\u306a\u6d1e\u5bdf<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u304c\u63d0\u4f9b\u3059\u308b\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u3001\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3078\u306e\u61f8\u5ff5\u304c\u9ad8\u307e\u308b\u6642\u4ee3\u306b\u304a\u3044\u3066\u91d1\u878d\u6a5f\u95a2\u306b\u7af6\u4e89\u4e0a\u306e\u512a\u4f4d\u6027\u3092\u3082\u305f\u3089\u3057\u3001\u9867\u5ba2\u304b\u3089\u306e\u6bd4\u985e\u306a\u3044\u4fe1\u983c\u3092\u7bc9\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-all-in-one-platform-approach\">\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8907\u6570\u306e\u30d9\u30f3\u30c0\u30fc\u3092\u7d71\u5408\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u6700\u521d\u306e\u30ea\u30fc\u30c9\u751f\u6210\u304b\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u53e3\u5ea7\u7ba1\u7406\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u8ffd\u8de1\u3001\u7d99\u7d9a\u7684\u306a\u9867\u5ba2\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u81f3\u308b\u307e\u3067\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u5358\u4e00\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5185\u306b\u5b58\u5728\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u3001\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u7ba1\u7406\u3059\u308b\u5fc5\u8981\u6027\u3092\u6392\u9664\u3057\u3001\u30c7\u30fc\u30bf\u30921\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3057\u307e\u3059\u3002\u3053\u306e\u7d71\u4e00\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001IT\u30a4\u30f3\u30d5\u30e9\u3092\u5927\u5e45\u306b\u7c21\u7d20\u5316\u3057\u3001\u7d71\u5408\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u3059\u3079\u3066\u306e\u6a5f\u80fd\u306b\u308f\u305f\u3063\u3066\u30c7\u30fc\u30bf\u306e\u4e00\u8cab\u6027\u3092\u78ba\u4fdd\u3057\u307e\u3059\u3002\u307e\u3055\u306b\u3001\u5305\u62ec\u7684\u306a\u30d6\u30ed\u30fc\u30ab\u30fc\u306e\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-powered-automation-and-gpt-integration\">AI\u306b\u3088\u308b\u81ea\u52d5\u5316\u3068GPT\u306e\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u6700\u5148\u7aef\u306e\u6280\u8853\u3092\u6d3b\u7528\u3057\u3066\u3044\u308b\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e5%8c%96%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u4eba\u5de5\u77e5\u80fd\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"6057\">\u4eba\u5de5\u77e5\u80fd<\/a> 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class=\"wp-block-heading\" id=\"h-no-code-low-code-customisation\">\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u30ab\u30b9\u30bf\u30de\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30ce\u30fc\u30b3\u30fc\u30c9\uff0f\u30ed\u30fc\u30b3\u30fc\u30c9\u6a5f\u80fd\u306b\u3088\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u8c4a\u5bcc\u306a\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u306e\u77e5\u8b58\u304c\u306a\u304f\u3066\u3082\u3001\u305d\u308c\u305e\u308c\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30b7\u30b9\u30c6\u30e0\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u4f8b\u3048\u3070\u3001\u9280\u884c\u306f\u30c9\u30e9\u30c3\u30b0\u30fb\u30a2\u30f3\u30c9\u30fb\u30c9\u30ed\u30c3\u30d7\u30fb\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3001\u30ab\u30b9\u30bf\u30e0\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3084\u30ec\u30dd\u30fc\u30c8\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u67d4\u8edf\u6027\u306b\u3088\u308a\u3001\u5e02\u5834\u74b0\u5883\u3001\u898f\u5236\u8981\u4ef6\u3001\u5185\u90e8\u30d7\u30ed\u30bb\u30b9\u306e\u5909\u5316\u306b\u8fc5\u901f\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306e\u7bc4\u56f2\u306f\u3001\u72ec\u81ea\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u8a2d\u8a08\u304b\u3089\u7279\u6ce8\u306e\u30ec\u30dd\u30fc\u30c8\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306e\u4f5c\u6210\u307e\u3067\u591a\u5c90\u306b\u308f\u305f\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u7d44\u7e54\u306e\u904b\u7528\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3068\u5b8c\u5168\u306b\u6574\u5408\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\u6b21\u306b\u3001\u9280\u884c\u304c\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306eInvestGlass\u306e\u4e3b\u306a\u6a5f\u80fd\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-of-investglass-for-enhanced-account-management\">\u53e3\u5ea7\u7ba1\u7406\u5f37\u5316\u306e\u305f\u3081\u306eInvestGlass\u306e\u4e3b\u306a\u7279\u5fb4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u306e\u3042\u3089\u3086\u308b\u9762\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306b\u7dbf\u5bc6\u306b\u8a2d\u8a08\u3055\u308c\u305f\u8c4a\u5bcc\u306a\u6a5f\u80fd\u3092\u8a87\u308a\u307e\u3059\u3002\u4ee5\u4e0b\u306f\u3001\u5404\u6a5f\u80fd\u306e\u8a73\u7d30\u3092\u8aac\u660e\u3059\u308b\u524d\u306b\u3001\u4e2d\u6838\u3068\u306a\u308b\u6a5f\u80fd\u306e\u8981\u7d04\u3067\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308bCRM<\/li>\n\n\n\n<li>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u6295\u8cc7\u76e3\u8996\u306e\u305f\u3081\u306e\u7d71\u5408\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff08PMS\uff09<\/li>\n\n\n\n<li>\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u30bb\u30ad\u30e5\u30a2\u3067\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/li>\n\n\n\n<li>\u52b9\u7387\u7684\u306a\u9867\u5ba2\u7372\u5f97\u306e\u305f\u3081\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\/AML\u306e\u81ea\u52d5\u5316<\/li>\n\n\n\n<li>\u6587\u66f8\u7ba1\u7406\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30fb\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-crm-functionality-for-client-accounts\">\u9867\u5ba2\u30a2\u30ab\u30a6\u30f3\u30c8\u306eCRM\u6a5f\u80fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30b3\u30a2CRM\u306f\u3001\u5168\u3066\u306e\u9867\u5ba2\u60c5\u5831\u3092\u4e00\u5143\u7ba1\u7406\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u500b\u4eba\u60c5\u5831\u3001\u8ca1\u52d9\u76ee\u6a19\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3001\u5546\u54c1\u4fdd\u6709\u72b6\u6cc1\u3001\u53d6\u5f15\u30c7\u30fc\u30bf\u306a\u3069\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u5404\u9867\u5ba2\u306e360\u5ea6\u30d3\u30e5\u30fc\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30cb\u30fc\u30ba\u3092\u3088\u308a\u3088\u304f\u7406\u89e3\u3057\u3001\u8981\u4ef6\u3092\u4e88\u6e2c\u3057\u3001\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1-1024x701.png\" alt=\"InvestGlass \u5b8c\u5168\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\" class=\"wp-image-47032\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1-768x525.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u5b8c\u5168\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-comprehensive-client-profiling\">\u5305\u62ec\u7684\u306a\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u8a73\u7d30\u306a\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3092\u53ef\u80fd\u306b\u3057\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u69d8\u3005\u306a\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u4eba\u53e3\u7d71\u8a08\u60c5\u5831\u3001\u8ca1\u52d9\u76ee\u6a19\uff08\u4f8b\uff1a\u9000\u8077\u8a08\u753b\u3001\u8cc7\u7523\u84c4\u7a4d\u3001\u907a\u7523\u8a08\u753b\uff09\u3001\u6295\u8cc7\u55dc\u597d\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3001\u3055\u3089\u306b\u306f\u76f8\u4e92\u4f5c\u7528\u304b\u3089\u5f97\u3089\u308c\u305f\u884c\u52d5\u6d1e\u5bdf\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u5305\u62ec\u7684\u306a\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u306f\u3001\u9867\u5ba2\u53e3\u5ea7\u3092\u7ba1\u7406\u3059\u308b\u9280\u884c\u306eCRM\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-activity-tracking-and-communication-history\">\u6d3b\u52d5\u8ffd\u8de1\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u96fb\u8a71\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30bf\u30eb\u3078\u306e\u30ed\u30b0\u30a4\u30f3\u306a\u3069\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306f\u3059\u3079\u3066CRM\u5185\u306b\u81ea\u52d5\u7684\u306b\u8a18\u9332\u30fb\u8ffd\u8de1\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5b8c\u5168\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u304c\u4f5c\u6210\u3055\u308c\u3001\u3059\u3079\u3066\u306e\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u304c\u6700\u65b0\u306e\u9867\u5ba2\u72b6\u6cc1\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u554f\u3044\u5408\u308f\u305b\u306e\u91cd\u8907\u3092\u9632\u304e\u3001\u30b5\u30fc\u30d3\u30b9\u306e\u7d99\u7d9a\u6027\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-lead-management-and-sales-pipeline\">\u30ea\u30fc\u30c9\u7ba1\u7406\u3068\u30bb\u30fc\u30eb\u30b9\u30fb\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e2\u5b58\u53e3\u5ea7\u4ee5\u5916\u306b\u3082\u3001InvestGlass\u306f\u5f37\u56fa\u306a\u30ea\u30fc\u30c9\u7ba1\u7406\u30c4\u30fc\u30eb\u3082\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u69d8\u3005\u306a <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%bb%e3%83%bc%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%91%e3%82%a4%e3%83%97%e3%83%a9%e3%82%a4%e3%83%b3%e3%81%ae%e9%87%8d%e8%a6%81%e3%81%aa%e6%ae%b5%e9%9a%8e%e3%82%92%e7%90%86%e8%a7%a3%e3%81%99%e3%82%8b\/\" target=\"_self\">\u30bb\u30fc\u30eb\u30b9\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u6bb5\u968e<\/a>, \u307e\u305f\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u95a2\u4fc2\u3092\u80b2\u307f\u3001\u30ea\u30fc\u30c9\u3092\u65b0\u898f\u9867\u5ba2\u30a2\u30ab\u30a6\u30f3\u30c8\u306b\u30b9\u30e0\u30fc\u30ba\u306b\u5909\u63db\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-management-system-pms\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30b7\u30b9\u30c6\u30e0\uff08PMS\uff09<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a3c\u5238\u4f1a\u793e\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u7d71\u5408PMS\u306f\u753b\u671f\u7684\u306a\u3082\u306e\u3060\u3002\u9867\u5ba2\u306eCRM\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u76f4\u63a5\u30ea\u30f3\u30af\u3057\u3066\u3001\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u8ffd\u8de1\u3001\u5206\u6790\u3001\u30ec\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-real-time-portfolio-tracking\">\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u8ffd\u8de1<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30e2\u30cb\u30bf\u30fc\u3057\u3001\u8cc7\u7523\u914d\u5206\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6307\u6a19\u3001\u5e02\u5834\u4fa1\u5024\u3092\u8868\u793a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3053\u306e\u30c7\u30fc\u30bf\u3078\u306e\u5373\u6642\u30a2\u30af\u30bb\u30b9\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u5e02\u5834\u306e\u5909\u5316\u3084\u9867\u5ba2\u306e\u8981\u671b\u306b\u8fc5\u901f\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-performance-reporting-and-analytics\">\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u3068\u5206\u6790<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5305\u62ec\u7684\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3057\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30bf\u30fc\u30f3\u3001\u30ea\u30b9\u30af\u8abf\u6574\u5f8c\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3068\u306e\u6bd4\u8f03\u306b\u95a2\u3059\u308b\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u9867\u5ba2\u306f\u4e3b\u8981\u306a\u6307\u6a19\u3092\u7c21\u5358\u306b\u8996\u899a\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-trade-execution-and-order-management-integration\">\u53d6\u5f15\u57f7\u884c\u3068\u6ce8\u6587\u7ba1\u7406\u306e\u7d71\u5408<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u57f7\u884c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u65e2\u5b58\u306e\u53d6\u5f15\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5206\u6790\u304b\u3089\u6ce8\u6587\u306e\u751f\u6210\u3068\u57f7\u884c\u3001\u305d\u3057\u3066\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u66f4\u65b0\u307e\u3067\u3001\u5408\u7406\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306e\u6700\u65b0\u306e\u30d6\u30ed\u30fc\u30ab\u30fc\u53e3\u5ea7\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306b\u3068\u3063\u3066\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u5b89\u5168\u3067\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305f\u30b2\u30fc\u30c8\u30a6\u30a7\u30a4\u3067\u3042\u308a\u3001\u9867\u5ba2\u306b\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3001\u900f\u660e\u6027\u3092\u9ad8\u3081\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-secure-document-exchange\">\u5b89\u5168\u306a\u6587\u66f8\u4ea4\u63db<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306f\u3001\u660e\u7d30\u66f8\u3001\u7d0d\u7a0e\u7533\u544a\u66f8\u3001\u5951\u7d04\u66f8\u306a\u3069\u306e\u6a5f\u5bc6\u6587\u66f8\u3092\u3001\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u5b89\u5168\u306b\u76f4\u63a5\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u304a\u3088\u3073\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5b89\u5168\u3067\u306a\u3044\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u3084\u308a\u53d6\u308a\u304c\u4e0d\u8981\u306b\u306a\u308a\u3001\u76e3\u67fb\u53ef\u80fd\u306a\u8a3c\u8de1\u304c\u63d0\u4f9b\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-account-access-and-self-service\">\u30a2\u30ab\u30a6\u30f3\u30c8\u30fb\u30a2\u30af\u30bb\u30b9\u3068\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306f\u3001\u53e3\u5ea7\u6b8b\u9ad8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4fdd\u6709\u72b6\u6cc1\u3001\u53d6\u5f15\u5c65\u6b74\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30ec\u30dd\u30fc\u30c8\u306a\u3069\u3092\u81ea\u5206\u306e\u90fd\u5408\u306b\u5408\u308f\u305b\u3066\u95b2\u89a7\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u9867\u5ba2\u304c\u7279\u5b9a\u306e\u30b5\u30fc\u30d3\u30b9\u8981\u6c42\u3084\u500b\u4eba\u60c5\u5831\u306e\u66f4\u65b0\u3092\u958b\u59cb\u3067\u304d\u308b\u3088\u3046\u306b\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u7ba1\u7406\u8ca0\u62c5\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-personalised-communication-and-alerts\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30a2\u30e9\u30fc\u30c8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30dd\u30fc\u30bf\u30eb\u306f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30e3\u30cd\u30eb\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3001\u95a2\u9023\u30cb\u30e5\u30fc\u30b9\u3001\u5e02\u5834\u30a4\u30f3\u30b5\u30a4\u30c8\u3001\u53e3\u5ea7\u56fa\u6709\u306e\u30a2\u30e9\u30fc\u30c8\u3092\u9867\u5ba2\u306b\u76f4\u63a5\u914d\u4fe1\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u7a4d\u6975\u7684\u306a\u95a2\u4e0e\u306f\u3001\u9867\u5ba2\u3068\u306e\u3088\u308a\u5f37\u3044\u95a2\u4fc2\u3092\u80b2\u307f\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-automation\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u5408\u7406\u5316\u306f\u3001\u9867\u5ba2\u306e\u7372\u5f97\u3068\u7dad\u6301\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002InvestGlass\u306f\u5b8c\u5168\u306b\u30c7\u30b8\u30bf\u30eb\u5316\u3055\u308c\u305f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u3001\u52b9\u7387\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-automated-kyc-and-aml-checks\">\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\u3068AML\u30c1\u30a7\u30c3\u30af<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001KYC\uff08Know Your Customer\uff09\u3068AML\uff08Anti-Money Laundering\uff09\u30d7\u30ed\u30bb\u30b9\u306e\u5927\u90e8\u5206\u3092\u81ea\u52d5\u5316\u3057\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30c7\u30fc\u30bf\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u7d71\u5408\u3057\u307e\u3059\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>, \u30b5\u30f3\u30af\u30b7\u30e7\u30f3\u30fb\u30ea\u30b9\u30c8\u30fb\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u304c\u5927\u5e45\u306b\u524a\u6e1b\u3055\u308c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u304c\u30b9\u30d4\u30fc\u30c9\u30a2\u30c3\u30d7\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" data-id=\"40537\" 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<\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-digital-forms-and-e-signatures\">\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3068\u96fb\u5b50\u7f72\u540d<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306f\u3001\u53ef\u80fd\u306a\u9650\u308a\u4e8b\u524d\u306b\u60c5\u5831\u3092\u5165\u529b\u3057\u305f\u4e0a\u3067\u3001\u5fc5\u8981\u306a\u30d5\u30a9\u30fc\u30e0\u3092\u3059\u3079\u3066\u30c7\u30b8\u30bf\u30eb\u3067\u8a18\u5165\u3057\u3001\u66f8\u985e\u306b\u96fb\u5b50\u7f72\u540d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u7d19\u30d9\u30fc\u30b9\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u6392\u9664\u3057\u3001\u30a8\u30e9\u30fc\u3092\u6e1b\u3089\u3057\u3001\u53e3\u5ea7\u958b\u8a2d\u306e\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3092\u52a0\u901f\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-workflow-orchestration\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30fb\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u91d1\u878d\u6a5f\u95a2\u304c\u8907\u96d1\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u8a2d\u8a08\u3057\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3001\u9867\u5ba2\u3084\u53e3\u5ea7\u306e\u7a2e\u985e\u306e\u8907\u96d1\u3055\u306b\u95a2\u4fc2\u306a\u304f\u3001\u5fc5\u8981\u306a\u5168\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u3001\u627f\u8a8d\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u304c\u9806\u756a\u306b\u5b8c\u4e86\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u3053\u308c\u3089\u306e\u6a5f\u80fd\u306b\u3088\u308a\u3001InvestGlass\u306f\u9280\u884c\u3084\u91d1\u878d\u6a5f\u95a2\u306b\u69d8\u3005\u306a\u30e1\u30ea\u30c3\u30c8\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-adopting-investglass-for-account-management\">\u53e3\u5ea7\u7ba1\u7406\u306bInvestGlass\u3092\u63a1\u7528\u3059\u308b\u30e1\u30ea\u30c3\u30c8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u306bInvestGlass\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u696d\u52d9\u52b9\u7387\u306e\u6539\u5584\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3001\u8ca1\u52d9\u696d\u7e3e\u306e\u5f37\u5316\u306a\u3069\u3001\u591a\u304f\u306e\u30e1\u30ea\u30c3\u30c8\u304c\u5f97\u3089\u308c\u307e\u3059\u3002\u307e\u305f\u3001\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30ea\u30c6\u30fc\u30eb\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3092\u542b\u3080\u9280\u884c\u304c\u3001\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u3092\u6700\u9069\u5316\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002 <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=\"6059\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u7d71\u5408\u3057\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enhanced-client-experience-and-loyalty\">\u9867\u5ba2\u4f53\u9a13\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7d71\u4e00\u3055\u308c\u305f\u9867\u5ba2\u30d3\u30e5\u30fc\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3001\u4fbf\u5229\u306a\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u9867\u5ba2\u306f\u7406\u89e3\u3055\u308c\u3001\u8a55\u4fa1\u3055\u308c\u3001\u529b\u3092\u4e0e\u3048\u3089\u308c\u305f\u3068\u611f\u3058\u3001\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a\u3068\u89e3\u7d04\u306e\u6e1b\u5c11\u306b\u3064\u306a\u304c\u308b\u3002.<\/li>\n\n\n\n<li>\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3001\u30c7\u30b8\u30bf\u30eb\u3067\u5bfe\u8a71\u3059\u308b\u80fd\u529b\u306f\u3001\u73fe\u4ee3\u306e\u9867\u5ba2\u306e\u671f\u5f85\u306b\u6cbf\u3046\u3082\u306e\u3067\u3042\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-insight-1\">\u91cd\u8981\u306a\u6d1e\u5bdf<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308b\u512a\u308c\u305f\u9867\u5ba2\u4f53\u9a13\u306f\u3001\u7af6\u4e89\u5e02\u5834\u306b\u304a\u3044\u3066\u5f37\u529b\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u308a\u3001\u3088\u308a\u6df1\u3044\u95a2\u4fc2\u3068\u9577\u671f\u7684\u306a\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u80b2\u307f\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-increased-operational-efficiency-and-productivity\">\u696d\u52d9\u52b9\u7387\u3068\u751f\u7523\u6027\u306e\u5411\u4e0a<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b9a\u578b\u696d\u52d9\u306e\u81ea\u52d5\u5316\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u5408\u7406\u5316\u3001\u30c7\u30fc\u30bf\u30b5\u30a4\u30ed\u306e\u6392\u9664\u306b\u3088\u308a\u3001\u8ca1\u52d9\u62c5\u5f53\u8005\u306f\u8cb4\u91cd\u306a\u6642\u9593\u3092\u81ea\u7531\u306b\u4f7f\u3048\u308b\u3088\u3046\u306b\u306a\u308b\u3002.<\/li>\n\n\n\n<li>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u4e8b\u52d9\u7684\u306a\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3084\u6226\u7565\u7684\u30a2\u30c9\u30d0\u30a4\u30b9\u306b\u3088\u308a\u591a\u304f\u306e\u6642\u9593\u3092\u5272\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/li>\n\n\n\n<li>\u751f\u7523\u6027\u306e\u5411\u4e0a\u306f\u53ce\u76ca\u306b\u76f4\u7d50\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-improved-compliance-and-risk-management\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30ea\u30b9\u30af\u7ba1\u7406\u306e\u6539\u5584<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5185\u8535\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3001\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\/AML\u3001\u76e3\u67fb\u8a3c\u8de1\u3001\u5b89\u5168\u306a\u30c7\u30fc\u30bf\u51e6\u7406\u6a5f\u80fd\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306e\u30ea\u30b9\u30af\u3092\u5927\u5e45\u306b\u4f4e\u6e1b\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304cFINMA\u3001MiFID II\u3001GDPR\u306a\u3069\u306e\u898f\u5236\u8981\u4ef6\u3092\u9075\u5b88\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u3001\u7f70\u5247\u3084\u98a8\u8a55\u88ab\u5bb3\u304b\u3089\u4fdd\u8b77\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-driven-decision-making\">\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u610f\u601d\u6c7a\u5b9a<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u3059\u3079\u3066\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u7d71\u5408\u3055\u308c\u3001\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u306b\u306a\u3063\u305f\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u5f37\u529b\u306a\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u3092\u6d3b\u7528\u3057\u3066\u3001\u9867\u5ba2\u306e\u884c\u52d5\u3001\u6295\u8cc7\u52d5\u5411\u3001\u5e02\u5834\u6a5f\u4f1a\u306b\u95a2\u3059\u308b\u6d1e\u5bdf\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/li>\n\n\n\n<li>\u3053\u306e\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u88fd\u54c1\u958b\u767a\u304b\u3089\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u307e\u3067\u3001\u3088\u308a\u591a\u304f\u306e\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scalability-and-future-proofing\">\u62e1\u5f35\u6027\u3068\u5c06\u6765\u6027<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>InvestGlass\u306f\u7d44\u7e54\u306e\u6210\u9577\u306b\u5408\u308f\u305b\u3066\u62e1\u5f35\u3067\u304d\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u305d\u306e\u67d4\u8edf\u306a\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3068\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u30ab\u30b9\u30bf\u30de\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u9032\u5316\u3059\u308b\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3084\u6280\u8853\u7684\u9032\u6b69\u306b\u9069\u5fdc\u3067\u304d\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u3001\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3078\u306e\u6295\u8cc7\u3092\u5c06\u6765\u306b\u308f\u305f\u3063\u3066\u4fdd\u8b77\u3057\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u3053\u308c\u3089\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u6700\u5927\u9650\u306b\u751f\u304b\u3059\u305f\u3081\u306b\u306f\u3001\u6b21\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u8aac\u660e\u3059\u308b\u3088\u3046\u306b\u3001\u5c0e\u5165\u6642\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306b\u5f93\u3046\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-best-practices-for-investglass\">InvestGlass\u5c0e\u5165\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u5c0e\u5165\u3092\u6210\u529f\u3055\u305b\u308b\u306b\u306f\u3001\u5165\u5ff5\u306a\u8a08\u753b\u3001\u6226\u7565\u7684\u306a\u5b9f\u884c\u3001\u5909\u66f4\u7ba1\u7406\u3078\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u304c\u5fc5\u8981\u3067\u3059\u3002\u4ee5\u4e0b\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3068\u6295\u8cc7\u52b9\u679c\u3092\u6700\u5927\u5316\u3059\u308b\u305f\u3081\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306e\u6982\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-phased-rollout-strategy\">\u6bb5\u968e\u7684\u5c55\u958b\u6226\u7565<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u660e\u78ba\u306a\u76ee\u6a19\u3092\u5b9a\u3081\u308b\uff1a<\/strong> \u6210\u529f\u3068\u306f\u4f55\u304b\u3092\u660e\u78ba\u306b\u5b9a\u7fa9\u3059\u308b\u3002InvestGlass\u306e\u30a4\u30f3\u30d1\u30af\u30c8\u3092\u6e2c\u5b9a\u3059\u308b\u305f\u3081\u306e\u5177\u4f53\u7684\u306a\u30da\u30a4\u30f3\u30dd\u30a4\u30f3\u30c8\u3068KPI\u3092\u7279\u5b9a\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u30d1\u30a4\u30ed\u30c3\u30c8\u30fb\u30d7\u30ed\u30b0\u30e9\u30e0\uff1a<\/strong> \u8a66\u9a13\u7684\u306a\u30b0\u30eb\u30fc\u30d7\u3084\u90e8\u7f72\u304b\u3089\u59cb\u3081\u3001\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u96c6\u3081\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u6539\u5584\u3057\u3001\u305d\u306e\u5f8c\u3001\u4ed6\u306e\u30a8\u30ea\u30a2\u306b\u3082\u62e1\u5927\u3059\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6df7\u4e71\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-migration-and-integration\">\u30c7\u30fc\u30bf\u79fb\u884c\u3068\u7d71\u5408<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u30c7\u30fc\u30bf\u30af\u30ec\u30f3\u30b8\u30f3\u30b0\u3068\u6a19\u6e96\u5316\uff1a<\/strong> \u79fb\u884c\u524d\u306b\u3001\u91cd\u8907\u3092\u524a\u9664\u3057\u3001\u4e0d\u6b63\u78ba\u3055\u3092\u4fee\u6b63\u3057\u3001\u30c7\u30fc\u30bf\u5f62\u5f0f\u3092\u6a19\u6e96\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30af\u30ea\u30fc\u30f3\u3067\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u30c7\u30fc\u30bf\u3092\u78ba\u4fdd\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>API\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\uff1a<\/strong> InvestGlass\u306e\u30aa\u30fc\u30d7\u30f3API\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3057\u3001\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3092\u5b9f\u73fe\u3059\u308b\u3053\u3068\u3067\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30c7\u30fc\u30bf\u540c\u671f\u3092\u4fdd\u8a3c\u3057\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u3092\u56de\u907f\u3057\u307e\u3059\u3002.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-user-training-and-support\">\u30e6\u30fc\u30b6\u30fc\u30fb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u30b5\u30dd\u30fc\u30c8<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb\uff1a<\/strong> \u3055\u307e\u3056\u307e\u306a\u30e6\u30fc\u30b6\u30fc\u306e\u5f79\u5272\uff08\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\u306a\u3069\uff09\u306b\u7279\u5316\u3057\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30fb\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u958b\u767a\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u5c0e\u5165\u5f8c\u306e\u30b5\u30dd\u30fc\u30c8\uff1a<\/strong> \u30d8\u30eb\u30d7\u30c7\u30b9\u30af\u3001FAQ\u3001\u30ca\u30ec\u30c3\u30b8\u30d9\u30fc\u30b9\u306a\u3069\u3001\u30b5\u30dd\u30fc\u30c8\u306e\u305f\u3081\u306e\u660e\u78ba\u306a\u30c1\u30e3\u30cd\u30eb\u3092\u78ba\u7acb\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3084\u554f\u984c\u306b\u8fc5\u901f\u306b\u5bfe\u5fdc\u3059\u308b\u3002.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-change-management-and-communication\">\u30c1\u30a7\u30f3\u30b8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u30c1\u30e3\u30f3\u30d4\u30aa\u30f3\u30fb\u30d7\u30ed\u30b0\u30e9\u30e0<\/strong> InvestGlass\u3092\u64c1\u8b77\u3057\u3001\u540c\u50da\u3092\u652f\u63f4\u3059\u308b\u793e\u5185\u30c1\u30e3\u30f3\u30d4\u30aa\u30f3\u3092\u7279\u5b9a\u3057\u3001\u6a29\u9650\u3092\u4e0e\u3048\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u7d99\u7d9a\u7684\u306a\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u30fb\u30eb\u30fc\u30d7\uff1a<\/strong> \u6539\u5584\u70b9\u3092\u7279\u5b9a\u3057\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u9069\u5fdc\u3055\u305b\u308b\u305f\u3081\u306b\u3001\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u306e\u7d99\u7d9a\u7684\u306a\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u306e\u4ed5\u7d44\u307f\u3092\u78ba\u7acb\u3059\u308b\u3002.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884cInvestGlass\u306e\u5c0e\u5165\u304c\u6210\u529f\u3059\u308c\u3070\u3001\u4ee5\u4e0b\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306b\u3042\u308b\u3088\u3046\u306b\u3001\u69d8\u3005\u306a\u91d1\u878d\u6a5f\u95a2\u3067\u6d3b\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-real-world-use-cases-for-investglass-in-account-management\">\u53e3\u5ea7\u7ba1\u7406\u306b\u304a\u3051\u308bInvestGlass\u306e\u5b9f\u969b\u306e\u4f7f\u7528\u4f8b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u591a\u7528\u9014\u6027\u306b\u3088\u308a\u3001\u69d8\u3005\u306a\u91d1\u878d\u6a5f\u95a2\u306b\u9069\u7528\u3067\u304d\u3001\u305d\u308c\u305e\u308c\u304c\u305d\u306e\u6a5f\u80fd\u3092\u6d3b\u7528\u3057\u3066\u7279\u5b9a\u306e\u8ab2\u984c\u3092\u89e3\u6c7a\u3057\u3001\u53e3\u5ea7\u7ba1\u7406\u30d7\u30ed\u30bb\u30b9\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-retail-banks-streamlining-customer-account-management\">\u30ea\u30c6\u30fc\u30eb\u9280\u884c\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u306e\u5408\u7406\u5316<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-use-case-automated-customer-onboarding-for-current-accounts\">\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u5f53\u5ea7\u9810\u91d1\u306e\u81ea\u52d5\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u308b\u30ea\u30c6\u30fc\u30eb\u30fb\u30d0\u30f3\u30af\u306fInvestGlass\u3092\u5229\u7528\u3057\u3066\u5f53\u5ea7\u9810\u91d1\u53e3\u5ea7\u958b\u8a2d\u30d7\u30ed\u30bb\u30b9\u3092\u30c7\u30b8\u30bf\u30eb\u5316\u3057\u305f\u3002\u53e3\u5ea7\u958b\u8a2d\u5e0c\u671b\u8005\u306f\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u3059\u3079\u3066\u306e\u7533\u8fbc\u66f8\u3092\u8a18\u5165\u3057\u3001\u5fc5\u8981\u306a\u672c\u4eba\u78ba\u8a8d\u66f8\u985e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u3001\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\u30c1\u30a7\u30c3\u30af\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u96fb\u5b50\u7f72\u540d\u306f\u30d7\u30ed\u30bb\u30b9\u3092\u8fc5\u901f\u5316\u3057\u3001\u53e3\u5ea7\u958b\u8a2d\u306b\u304b\u304b\u308b\u6642\u9593\u3092\u6570\u65e5\u304b\u3089\u6570\u5206\u306b\u77ed\u7e2e\u3057\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u7533\u8fbc\u66f8\u306e\u4e0d\u5099\u306b\u95a2\u3059\u308b\u30a2\u30e9\u30fc\u30c8\u3092\u53d7\u3051\u53d6\u308a\u3001\u7a4d\u6975\u7684\u306b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u8ee2\u63db\u7387\u3068\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-wealth-management-firms-enhancing-high-net-worth-client-relationships\">\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u5bcc\u88d5\u5c64\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u5f37\u5316<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-use-case-personalised-portfolio-reviews-and-client-communication\">\u4f7f\u7528\u4f8b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30ec\u30d3\u30e5\u30fc\u3068\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u308b\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u306fInvestGlass\u306e\u7d71\u5408\u3055\u308c\u305fCRM\u3068PMS\u3092\u9867\u5ba2\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6e96\u5099\u306b\u6d3b\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u9867\u5ba2\u306e\u8ca1\u52d9\u76ee\u6a19\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306a\u3069\u3001360\u5ea6\u306e\u30d3\u30e5\u30fc\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u30ab\u30b9\u30bf\u30e0\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3057\u3001\u5b89\u5168\u306b\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002AI\u3092\u6d3b\u7528\u3057\u305f\u6d1e\u5bdf\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u65b0\u3057\u3044\u6295\u8cc7\u5546\u54c1\u3084\u8ca1\u7523\u8a2d\u8a08\u30b5\u30fc\u30d3\u30b9\u306e\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u306e\u6a5f\u4f1a\u3092\u7279\u5b9a\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6df1\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-brokerage-firms-optimising-broker-client-account-management\">\u8a3c\u5238\u4f1a\u793e\u30d6\u30ed\u30fc\u30ab\u30fc\u306e\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u306e\u6700\u9069\u5316<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-use-case-streamlined-trade-allocation-and-reporting\">\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\uff1a\u53d6\u5f15\u914d\u5206\u3068\u5831\u544a\u306e\u5408\u7406\u5316<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u308b\u8a3c\u5238\u4f1a\u793e\u306fInvestGlass\u3092\u4f7f\u3063\u3066\u6a5f\u95a2\u6295\u8cc7\u5bb6\u304a\u3088\u3073\u500b\u4eba\u6295\u8cc7\u5bb6\u306e\u53d6\u5f15\u53e3\u5ea7\u3092\u7ba1\u7406\u3057\u3066\u3044\u307e\u3059\u3002\u30d6\u30ed\u30c3\u30af\u30fb\u30c8\u30ec\u30fc\u30c9\u3092\u5b9f\u884c\u3057\u305f\u5f8c\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u4e8b\u524d\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u30de\u30f3\u30c7\u30fc\u30c8\u3068\u30d7\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u306b\u57fa\u3065\u304d\u3001\u500b\u3005\u306e\u9867\u5ba2\u53e3\u5ea7\u3078\u306e\u52b9\u7387\u7684\u306a\u914d\u5206\u3092\u4fc3\u9032\u3059\u308b\u3002\u9867\u5ba2\u306f\u5b89\u5168\u306a\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u81ea\u52d5\u5316\u3055\u308c\u305f\u53d6\u5f15\u78ba\u8a8d\u3068\u6bce\u65e5\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u66f4\u65b0\u3092\u53d7\u3051\u53d6\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u306f\u3001\u898f\u5236\u5f53\u5c40\u3078\u306e\u5831\u544a\u7528\u306b\u3001\u3059\u3079\u3066\u306e\u53d6\u5f15\u914d\u5206\u3068\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u76e3\u67fb\u8a3c\u8de1\u306b\u7c21\u5358\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-private-banks-ensuring-compliance-and-discretion\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u88c1\u91cf\u6a29\u306e\u78ba\u4fdd<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-use-case-digital-client-fact-finding-and-compliance-audits\">\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u30c7\u30b8\u30bf\u30eb\u9867\u5ba2\u5b9f\u614b\u8abf\u67fb\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u76e3\u67fb<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u308b\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u306f\u3001\u9867\u5ba2\u5be9\u67fb\u6642\u306e\u30c7\u30b8\u30bf\u30eb\u4e8b\u5b9f\u78ba\u8a8d\u30d7\u30ed\u30bb\u30b9\u306bInvestGlass\u3092\u63a1\u7528\u3057\u3066\u3044\u308b\u3002\u9867\u5ba2\u306f\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u3001\u8ca1\u52d9\u72b6\u6cc1\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3001\u6295\u8cc7\u76ee\u7684\u3092\u5b89\u5168\u306b\u66f4\u65b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u304c\u5fc5\u8981\u306a\u5909\u66f4\u306b\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u81ea\u52d5\u7684\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u3002\u793e\u5185\u5916\u306e\u76e3\u67fb\u3067\u306f\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30ed\u30b0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af\u306b\u3059\u3050\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u305f\u3081\u3001FINMA\u304a\u3088\u3073GDPR\u898f\u5236\u306e\u9075\u5b88\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u3002\u3053\u306e\u305f\u3081\u3001\u9867\u5ba2\u53e3\u5ea7\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u8cb4\u91cd\u306a\u9280\u884cCRM\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-investment-firms-centralising-client-data-and-portfolio-oversight\">\u6295\u8cc7\u4f1a\u793e\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u76e3\u8996<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-use-case-unified-investor-relations-and-reporting\">\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u7d71\u4e00\u3055\u308c\u305f\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u3068\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u4f1a\u793e\u306f\u8907\u6570\u306e\u30d5\u30a1\u30f3\u30c9\u3084\u30de\u30f3\u30c7\u30fc\u30c8\u3092\u7ba1\u7406\u3057\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u5168\u3066\u306e\u6295\u8cc7\u5bb6\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u7ba1\u7406\u3057\u3001\u30ad\u30e3\u30d4\u30bf\u30eb\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u8ffd\u8de1\u3057\u3001\u30d5\u30a1\u30f3\u30c9\u30ec\u30dd\u30fc\u30c8\u3092\u914d\u5e03\u3059\u308b\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u6295\u8cc7\u5bb6\u306f\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306b\u30ed\u30b0\u30a4\u30f3\u3057\u3001\u4fdd\u6709\u8cc7\u7523\u3084\u30d5\u30a1\u30f3\u30c9\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u78ba\u8a8d\u3057\u3001\u56db\u534a\u671f\u5831\u544a\u66f8\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/crm%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0%e3%81%ae%e4%b8%8a%e6%89%8b%e3%81%aa%e4%bd%bf%e3%81%84%e6%96%b9\/\" target=\"_self\">CRM\u3092\u4f7f\u3046<\/a> \u6295\u8cc7\u5bb6\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3092\u8ffd\u8de1\u3057\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u306b\u56de\u7b54\u3059\u308b\u3053\u3068\u3067\u3001\u900f\u660e\u6027\u3068\u6295\u8cc7\u5bb6\u306e\u4fe1\u983c\u3092\u9ad8\u3081\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884cInvestGlass\u306e\u5229\u70b9\u3092\u3055\u3089\u306b\u660e\u78ba\u306b\u3059\u308b\u305f\u3081\u3001\u6b21\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u5f93\u6765\u306e\u53e3\u5ea7\u7ba1\u7406\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u6bd4\u8f03\u3057\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-vs-traditional-legacy-approaches-to-account-management\">InvestGlass\u3068\u5f93\u6765\u306e\u30ec\u30ac\u30b7\u30fc\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u306e\u6bd4\u8f03<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u4fa1\u5024\u3092\u771f\u306b\u7406\u89e3\u3059\u308b\u306b\u306f\u3001\u305d\u306e\u6a5f\u80fd\u3092\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u672a\u3060\u306b\u63a1\u7528\u3057\u3066\u3044\u308b\u5f93\u6765\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3084\u30ec\u30ac\u30b7\u30fc\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u6bd4\u8f03\u3059\u308b\u3053\u3068\u304c\u6709\u52b9\u3067\u3059\u3002\u3053\u306e\u5bfe\u6bd4\u306b\u3088\u308a\u3001\u6700\u65b0\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u63d0\u4f9b\u3059\u308b\u5927\u5e45\u306a\u9032\u6b69\u3068\u52b9\u7387\u6027\u304c\u6d6e\u304d\u5f6b\u308a\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u7279\u5fb4\/\u5074\u9762<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u4f1d\u7d71\u7684\uff0f\u30ec\u30ac\u30b7\u30fc\u306a\u30a2\u30d7\u30ed\u30fc\u30c1<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7570\u306a\u308b\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u65ad\u7247\u5316\u3055\u308c\u3066\u304a\u308a\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u304c\u4e00\u822c\u7684\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u4e00\u3055\u308c\u305f\u30aa\u30fc\u30eb\u30fb\u30a4\u30f3\u30fb\u30ef\u30f3\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u7ba1\u7406\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30d3\u30e5\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e0d\u5b8c\u5168\u3002\u8907\u6570\u306e\u60c5\u5831\u6e90\u304b\u3089\u624b\u4f5c\u696d\u3067\u96c6\u8a08\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>360\u5ea6\u30d3\u30e5\u30fc\u3002\u5305\u62ec\u7684\u306a\u9867\u5ba2\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u304c\u3059\u3050\u306b\u5229\u7528\u53ef\u80fd\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7d4c\u55b6\u52b9\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u624b\u52d5\u30d7\u30ed\u30bb\u30b9\u3001\u5197\u9577\u306a\u30c7\u30fc\u30bf\u5165\u529b\u3001\u9ad8\u3044\u7ba1\u7406\u8ca0\u62c5\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001AI\u306b\u3088\u308b\u652f\u63f4\u3001\u624b\u4f5c\u696d\u306e\u524a\u6e1b\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d19\u30d9\u30fc\u30b9\u3001\u6642\u9593\u304c\u304b\u304b\u308b\u3001\u30a8\u30e9\u30fc\u304c\u767a\u751f\u3057\u3084\u3059\u3044\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ea\u30b9\u30af\u304c\u9ad8\u3044\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u5168\u30c7\u30b8\u30bf\u30eb\u5316\u3001\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\/AML\u3001\u96fb\u5b50\u7f72\u540d\u3001\u8fc5\u901f\u306a\u53e3\u5ea7\u958b\u8a2d\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e00\u8cab\u6027\u304c\u306a\u304f\u3001\u53cd\u5fdc\u304c\u920d\u304f\u3001\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306e\u9078\u629e\u80a2\u304c\u9650\u3089\u308c\u3066\u3044\u308b\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u3067\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u3001\u5b89\u5168\u306a\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3001\u30c7\u30b8\u30bf\u30eb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u898f\u5236\u9075\u5b88<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c1\u30a7\u30c3\u30af\u3001\u76e3\u67fb\u304c\u56f0\u96e3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306e\u30ea\u30b9\u30af\u304c\u9ad8\u3044\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5185\u8535\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3001\u81ea\u52d5\u76e3\u67fb\u8a3c\u8de1\u3001FINMA\/MiFID II\/GDPR\u5bfe\u5fdc\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u898f\u6a21\u3092\u62e1\u5927\u3059\u308b\u306e\u304c\u96e3\u3057\u304f\u3001\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u67d4\u8edf\u3067\u3001\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u30ab\u30b9\u30bf\u30de\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3001\u6210\u9577\u3078\u306e\u5bb9\u6613\u306a\u9069\u5fdc\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6642\u4ee3\u9045\u308c\u306e\u30a4\u30f3\u30d5\u30e9\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u591a\u3044\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u5805\u7262\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30d7\u30ed\u30c8\u30b3\u30eb\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b0\u30ec\u30fc\u30c9\u306e\u4fdd\u8b77\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30b9\u30c8\u69cb\u9020<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u96a0\u308c\u305f\u30b3\u30b9\u30c8\u304c\u9ad8\u3044\uff08\u7d71\u5408\u3001\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u3001\u30a8\u30e9\u30fc\u3001\u975e\u52b9\u7387\uff09\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e88\u6e2c\u53ef\u80fd\u306aSaaS\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30b3\u30b9\u30c8\u3001\u5927\u5e45\u306a\u904b\u7528\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65b0\u6280\u8853\u306e\u5c0e\u5165\u304c\u9045\u308c\u3001AI\/\u81ea\u52d5\u5316\u304c\u9650\u5b9a\u7684\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>AI\u642d\u8f09\u3001GPT\u7d71\u5408\u3001\u7d99\u7d9a\u7684\u306a\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3068\u6a5f\u80fd\u958b\u767a\u3002.<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u6bd4\u8f03\u306f\u3001\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u304c\u57fa\u672c\u7684\u306a\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u304c\u3001\u73fe\u4ee3\u306e\u91d1\u878d\u74b0\u5883\u306e\u8981\u6c42\u3092\u6e80\u305f\u3059\u306b\u306f\u4e0d\u5341\u5206\u3067\u3042\u308b\u3053\u3068\u3092\u660e\u78ba\u306b\u793a\u3057\u3066\u3044\u308b\u3002InvestGlass\u306f\u3001\u73fe\u5728\u306e\u8ab2\u984c\u306b\u5bfe\u51e6\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u91d1\u878d\u6a5f\u95a2\u3092\u9577\u671f\u7684\u306a\u6210\u529f\u306b\u5c0e\u304f\u3001\u5c06\u6765\u6027\u306e\u3042\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-investglass-and-how-does-it-help-with-account-management\">InvestGlass\u3068\u306f\u4f55\u3067\u3059\u304b\uff1f\u307e\u305f\u3001\u53e3\u5ea7\u7ba1\u7406\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3061\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306b\u672c\u793e\u3092\u7f6e\u304f\u5305\u62ec\u7684\u306a\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u91d1\u878d\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308b\u3002CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30921\u3064\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u7d71\u5408\u3057\u3066\u3044\u308b\u3002\u53e3\u5ea7\u7ba1\u7406\u3067\u306f\u3001\u9867\u5ba2\u306e\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3057\u3001\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3057\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u4e00\u5143\u5316\u3059\u308b\u3053\u3068\u3067\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-investglass-suitable-for-small-financial-institutions-or-only-large-banks\">InvestGlass\u306f\u5c0f\u898f\u6a21\u91d1\u878d\u6a5f\u95a2\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u304b\u3001\u305d\u308c\u3068\u3082\u5927\u624b\u9280\u884c\u3060\u3051\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u3067\u30d5\u30ec\u30ad\u30b7\u30d6\u30eb\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u5e45\u5e83\u3044\u91d1\u878d\u6a5f\u95a2\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u30ab\u30b9\u30bf\u30de\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u4e2d\u5c0f\u4f01\u696d\u306f\u5927\u898f\u6a21\u306aIT\u30ea\u30bd\u30fc\u30b9\u3092\u5fc5\u8981\u3068\u305b\u305a\u3001\u305d\u308c\u305e\u308c\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-ensure-data-security-and-regulatory-compliance\">InvestGlass\u306f\u3069\u306e\u3088\u3046\u306b\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u898f\u5236\u9075\u5b88\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3078\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u901a\u3058\u3066\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u512a\u5148\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u30b9\u30a4\u30b9\u306e\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306e\u4e0b\u3067\u30db\u30b9\u30c8\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001FINMA\u3001MiFID II\u3001GDPR\u306a\u3069\u306e\u898f\u5236\u306b\u5bfe\u3059\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5bfe\u5fdc\u3067\u69cb\u7bc9\u3055\u308c\u3066\u304a\u308a\u3001\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\/AML\u3001\u76e3\u67fb\u8a3c\u8de1\u3001\u304a\u3088\u3073\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%bb%e3%82%ad%e3%83%a5%e3%82%a2%e3%81%aa%e3%82%af%e3%83%a9%e3%82%a4%e3%82%a2%e3%83%b3%e3%83%88%e3%83%bb%e3%83%95%e3%82%a1%e3%82%a4%e3%83%ab%e5%85%b1%e6%9c%89%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_self\">\u30bb\u30ad\u30e5\u30a2\u306a\u6587\u66f8\u4ea4\u63db<\/a> \u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3059\u305f\u3081\u306b.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-integrate-with-our-existing-core-banking-or-trading-systems\">InvestGlass\u306f\u65e2\u5b58\u306e\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3084\u30c8\u30ec\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3001InvestGlass\u306f\u4ed6\u306e\u91cd\u8981\u306a\u91d1\u878d\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u306e\u305f\u3081\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30aa\u30fc\u30d7\u30f3API\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u7279\u5fb4\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u30c8\u30ec\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3001\u305d\u306e\u4ed6\u306e\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30fb\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30c7\u30fc\u30bf\u540c\u671f\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u307e\u3068\u307e\u308a\u306e\u3042\u308b\u52b9\u7387\u7684\u306a\u904b\u7528\u74b0\u5883\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-key-benefits-of-using-investglass-s-client-portal\">InvestGlass\u306e\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3092\u5229\u7528\u3059\u308b\u4e3b\u306a\u5229\u70b9\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u53e3\u5ea7\u60c5\u5831\u3084\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u95b2\u89a7\u3059\u308b\u305f\u3081\u306e\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u6a5f\u80fd\u3092\u9867\u5ba2\u306b\u63d0\u4f9b\u3059\u308b\u306a\u3069\u3001\u591a\u304f\u306e\u5229\u70b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30bb\u30ad\u30e5\u30a2\u306a\u6587\u66f8\u4ea4\u63db\u3092\u5bb9\u6613\u306b\u3057\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30a2\u30e9\u30fc\u30c8\u3092\u53ef\u80fd\u306b\u3057\u3001\u900f\u660e\u6027\u3068\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u3001\u6700\u7d42\u7684\u306b\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-does-investglass-support-digital-onboarding-for-new-client-accounts\">InvestGlass\u306f\u65b0\u898f\u9867\u5ba2\u53e3\u5ea7\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3082\u3061\u308d\u3093\u3067\u3059\u3002InvestGlass\u306f\u3001KYC\/AML\u30c1\u30a7\u30c3\u30af\u3092\u81ea\u52d5\u5316\u3057\u3001\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u306e\u8a18\u5165\u3068\u96fb\u5b50\u7f72\u540d\u3092\u53ef\u80fd\u306b\u3057\u3001\u8907\u96d1\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7de8\u6210\u3059\u308b\u5b8c\u5168\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65b0\u898f\u9867\u5ba2\u306e\u53e3\u5ea7\u958b\u8a2d\u306b\u5fc5\u8981\u306a\u6642\u9593\u3068\u52b4\u529b\u304c\u5927\u5e45\u306b\u524a\u6e1b\u3055\u308c\u3001\u52b9\u7387\u304c\u5411\u4e0a\u3057\u3001\u6700\u521d\u306e\u9867\u5ba2\u4f53\u9a13\u304c\u6539\u5584\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-use-ai-and-automation-in-account-management\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306f\u53e3\u5ea7\u7ba1\u7406\u3067AI\u3068\u81ea\u52d5\u5316\u3092\u3069\u306e\u3088\u3046\u306b\u6d3b\u7528\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fAI\u3068GPT\u306e\u7d71\u5408\u3092\u6d3b\u7528\u3057\u3001\u6587\u66f8\u4f5c\u6210\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c1\u30a7\u30c3\u30af\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u306e\u30eb\u30fc\u30c1\u30f3\u30fb\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u3002AI\u306f\u307e\u305f\u3001\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u3001\u30c7\u30fc\u30bf\u5206\u6790\u3067\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u652f\u63f4\u3057\u3001\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3092\u4e88\u6e2c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-possible-to-customise-investglass-to-fit-our-specific-business-processes\">\u7279\u5b9a\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306b\u5408\u308f\u305b\u3066InvestGlass\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u306f\u53ef\u80fd\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3001InvestGlass\u306f\u5e83\u7bc4\u306a\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u30ab\u30b9\u30bf\u30de\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3057\u3001\u7279\u6ce8\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u30c7\u30b6\u30a4\u30f3\u3057\u3001\u30d5\u30a9\u30fc\u30e0\u3092\u5909\u66f4\u3057\u3001\u6df1\u3044\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u306e\u5c02\u9580\u77e5\u8b58\u3092\u5fc5\u8981\u3068\u305b\u305a\u306b\u72ec\u81ea\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3084\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u306b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9069\u5fdc\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30b7\u30b9\u30c6\u30e0\u304c\u904b\u7528\u4e0a\u306e\u30cb\u30fc\u30ba\u306b\u5b8c\u5168\u306b\u5408\u81f4\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-kind-of-support-and-training-does-investglass-offer-during-implementation\">InvestGlass\u306f\u5c0e\u5165\u6642\u306b\u3069\u306e\u3088\u3046\u306a\u30b5\u30dd\u30fc\u30c8\u3084\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u5305\u62ec\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3068\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u63d0\u4f9b\u3057\u3001\u5c0e\u5165\u3092\u6210\u529f\u306b\u5c0e\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u6226\u7565\u7684\u8a08\u753b\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u306e\u652f\u63f4\u3001\u69d8\u3005\u306a\u30e6\u30fc\u30b6\u30fc\u306e\u5f79\u5272\u306b\u5408\u308f\u305b\u305f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30d7\u30ed\u30b0\u30e9\u30e0\u3001\u5c0e\u5165\u5f8c\u306e\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u304c\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-compare-to-traditional-crm-or-pms-systems\">InvestGlass\u306f\u5f93\u6765\u306eCRM\u3084PMS\u30b7\u30b9\u30c6\u30e0\u3068\u6bd4\u8f03\u3057\u3066\u3069\u3046\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5f93\u6765\u306e\u30b9\u30bf\u30f3\u30c9\u30a2\u30ed\u30f3CRM\u3084PMS\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u3057\u3070\u3057\u3070\u6b20\u3051\u3066\u3044\u305f\u3001\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u969b\u7acb\u3063\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30b5\u30a4\u30ed\u3092\u6392\u9664\u3057\u3001\u5168\u4f53\u7684\u306a\u9867\u5ba2\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u3001AI\u306e\u81ea\u52d5\u5316\u3084\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u3088\u3046\u306a\u6700\u65b0\u306e\u6a5f\u80fd\u3092\u7d44\u307f\u8fbc\u307f\u3001\u65ad\u7247\u7684\u306a\u30ec\u30ac\u30b7\u30fc\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u6bd4\u8f03\u3057\u3066\u3001\u512a\u308c\u305f\u696d\u52d9\u52b9\u7387\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion\">\u7d50\u8ad6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u7d04\u3059\u308b\u3068\u3001\u52b9\u679c\u7684\u306a\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u306f\u3001\u6c38\u7d9a\u7684\u306a\u9867\u5ba2\u95a2\u4fc2\u306e\u69cb\u7bc9\u3001\u6301\u7d9a\u7684\u306a\u4e8b\u696d\u6210\u9577\u306e\u4fc3\u9032\u3001\u53b3\u683c\u306a\u898f\u5236\u9075\u5b88\u306e\u7dad\u6301\u3092\u76ee\u6307\u3059\u9280\u884c\u3084\u4fe1\u7528\u7d44\u5408\u306b\u3068\u3063\u3066\u3001\u4f9d\u7136\u3068\u3057\u3066\u57fa\u672c\u7684\u306a\u3082\u306e\u3067\u3059\u3002\u6d17\u7df4\u3055\u308c\u305fCRM\u30b7\u30b9\u30c6\u30e0\u306b\u6295\u8cc7\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30c7\u30fc\u30bf\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5b8c\u5168\u306b\u7ba1\u7406\u3057\u306a\u304c\u3089\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u6700\u9069\u5316\u3057\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5f37\u5316\u3057\u3001\u9867\u5ba2\u884c\u52d5\u306b\u95a2\u3059\u308b\u8cb4\u91cd\u306a\u6d1e\u5bdf\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Selecting the appropriate CRM platform whether Salesforce Financial Services Cloud, Microsoft Dynamics 365, or Zoho CRM enables banks and credit unions to support comprehensive customer lifecycle management, cultivate trusted customer relationships, and deliver personalised services with complete sovereignty over their operations. Ultimately, a properly implemented CRM solution empowers financial institutions to enhance customer satisfaction, ensure secure communication protocols, and maintain competitive advantage within the increasingly regulated banking sector.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-account-data-management-features\">\u53e3\u5ea7\u30c7\u30fc\u30bf\u7ba1\u7406\u6a5f\u80fd<\/h2>\n\n\n\n<p 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class=\"wp-block-heading\" id=\"h-centralised-account-data-repository\">\u53e3\u5ea7\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u5143\u5316\u3055\u308c\u305f\u30a2\u30ab\u30a6\u30f3\u30c8\u30fb\u30c7\u30fc\u30bf\u30fb\u30ea\u30dd\u30b8\u30c8\u30ea\u30fc\u306f\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u30a2\u30ab\u30a6\u30f3\u30c8\u60c5\u5831\u306e\u4fe1\u983c\u3067\u304d\u308b\u57fa\u76e4\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u5c65\u6b74\u3001\u53d6\u5f15\u8a18\u9332\u3001\u5b89\u5168\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u5185\u3067\u306e\u3042\u3089\u3086\u308b\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7db2\u7f85\u3057\u307e\u3059\u3002\u9867\u5ba2\u30c7\u30fc\u30bf\u30921\u3064\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u96c6\u7d04\u3059\u308b\u3053\u3068\u3067\u3001\u898f\u5236\u5bfe\u8c61\u7d44\u7e54\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u5b8c\u5168\u306b\u7ba1\u7406\u3057\u306a\u304c\u3089\u3001\u6b63\u78ba\u306a\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u3088\u308a\u9ad8\u6c34\u6e96\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u4e00\u5143\u5316\u306b\u3088\u308a\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u5f37\u5316\u3055\u308c\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30d7\u30ed\u30c8\u30b3\u30eb\u304c\u5f37\u5316\u3055\u308c\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30fb\u30ea\u30b9\u30af\u304c\u8efd\u6e1b\u3055\u308c\u308b\u305f\u3081\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3068\u898f\u5236\u5f53\u5c40\u304b\u3089\u306e\u4fe1\u983c\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u30c7\u30fc\u30bf\u4fdd\u8b77\u3068\u7d44\u7e54\u7d71\u5236\u3092\u6700\u512a\u5148\u3059\u308b\u30bd\u30d6\u30ea\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4e00\u5143\u5316\u3055\u308c\u305f\u30ea\u30dd\u30b8\u30c8\u30ea\u304c\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30fb\u30c1\u30fc\u30e0\u304c\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u3088\u308a\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3057\u3001\u3059\u3079\u3066\u306e\u3084\u308a\u53d6\u308a\u304c\u60c5\u5831\u63d0\u4f9b\u3055\u308c\u3001\u898f\u5236\u8981\u4ef6\u306b\u6e96\u62e0\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u65b9\u6cd5\u3092\u4f8b\u8a3c\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-quality-controls-and-validation\">\u30c7\u30fc\u30bf\u54c1\u8cea\u7ba1\u7406\u3068\u691c\u8a3c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Maintaining the integrity and accuracy of account data remains paramount for sound decision-making and regulatory compliance within today&#8217;s stringent financial landscape. Robust data quality controls and validation mechanisms including comprehensive validation rules, data normalisation, and sophisticated cleansing processes enable regulated financial organisations to identify and rectify inconsistencies or errors whilst maintaining complete sovereignty over their customer data. By prioritising these essential controls, banks and wealth managers can ensure their account data remains both reliable and current, supporting operational efficiency whilst meeting the most demanding compliance requirements. Sovereign technology platforms that emphasise data protection and regulatory control offer advanced validation and cleansing capabilities, enabling financial institutions to uphold the highest standards of data quality across their client base whilst retaining complete control over their digital infrastructure and sensitive customer information.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-audit-trails-and-access-management\">\u76e3\u67fb\u8a3c\u8de1\u3068\u30a2\u30af\u30bb\u30b9\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Ensuring the security and traceability of customer account data remains fundamental for maintaining regulatory compliance and protecting sensitive information within regulated financial organisations. Comprehensive audit trails provide a trusted record of all modifications made to account data, detailing precisely who implemented each change and when these alterations occurred. When integrated with robust access management capabilities including role-based permissions and secure authentication protocols these features ensure that only authorised personnel can access or modify customer data. This approach not only supports regulatory compliance but also significantly mitigates the risk of data breaches whilst maintaining organisational control. Sovereign CRM platforms that prioritise data protection offer advanced audit trail and access management capabilities, helping regulated institutions to safeguard account data and demonstrate compliance with industry regulations whilst retaining complete control over their digital infrastructure.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-retention-and-compliance-tools\">\u30c7\u30fc\u30bf\u4fdd\u6301\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c4\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5805\u7262\u306a\u30c7\u30fc\u30bf\u4fdd\u6301\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u306f\u3001\u898f\u5236\u8981\u4ef6\u306b\u5f93\u3063\u3066\u9867\u5ba2\u30a2\u30ab\u30a6\u30f3\u30c8\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3053\u3068\u304c\u8a3c\u660e\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306f\u3001\u30c7\u30fc\u30bf\u306e\u30a2\u30fc\u30ab\u30a4\u30d6\u3001\u30d1\u30fc\u30b8\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u5bb9\u6613\u306b\u3057\u3001\u60c5\u5831\u304c\u9069\u5207\u306a\u671f\u9593\u4fdd\u6301\u3055\u308c\u3001\u4e0d\u8981\u306b\u306a\u3063\u305f\u3089\u5b89\u5168\u306b\u5ec3\u68c4\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u5305\u62ec\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u306f\u696d\u52d9\u30d7\u30ed\u30bb\u30b9\u3092\u6700\u9069\u5316\u3057\u306a\u304c\u3089\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306e\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u4f8b\u3048\u3070\u3001\u30bd\u30d6\u30ea\u30f3CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u6d17\u7df4\u3055\u308c\u305f\u30c7\u30fc\u30bf\u4fdd\u6301\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u898f\u5236\u57fa\u6e96\u3092\u9075\u5b88\u3057\u306a\u304c\u3089\u53e3\u5ea7\u30c7\u30fc\u30bf\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3057\u3001\u30c7\u30fc\u30bf\u30a4\u30f3\u30d5\u30e9\u3092\u5b8c\u5168\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u3068\u3081\u308b\u3068\u3001\u9280\u884cCRM\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u3001\u5f37\u56fa\u306a\u30a2\u30ab\u30a6\u30f3\u30c8\u30c7\u30fc\u30bf\u7ba1\u7406\u6a5f\u80fd\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3053\u3068\u306b\u5909\u308f\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4e00\u5143\u5316\u3055\u308c\u305f\u53e3\u5ea7\u30c7\u30fc\u30bf\u30ea\u30dd\u30b8\u30c8\u30ea\u3001\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u54c1\u8cea\u7ba1\u7406\u3001\u8a73\u7d30\u306a\u76e3\u67fb\u8a3c\u8de1\u3001\u304a\u3088\u3073\u9ad8\u5ea6\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u3092\u5b9f\u88c5\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u3088\u308a\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3057\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u898f\u5236\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6a5f\u80fd\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30fb\u30a8\u30af\u30bb\u30ec\u30f3\u30b9\u3092\u63a8\u9032\u3057\u3001\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u898f\u5236\u9075\u5b88\u3092\u6700\u512a\u5148\u3068\u3059\u308b\u4fe1\u983c\u3067\u304d\u308b\u30bd\u30d6\u30ea\u30f3\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6c42\u3081\u308b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6a5f\u95a2\u306e\u9577\u671f\u7684\u306a\u6210\u529f\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>What You Will Learn Introduction This guide is intended for banking professionals, compliance officers, and IT decision-makers seeking to modernize their client account management systems. In today&#8217;s dynamic financial landscape, client account management software for banks is no longer a luxury but a fundamental necessity. Effective client account management software is critical for banks today due to increasing regulatory pressures (such as MiFID II, GDPR, and FINMA), rising customer expectations for digital-first, personalized service, and the ongoing digital transformation reshaping the industry. Financial institutions, from retail banks to sophisticated brokerage firms, are constantly seeking robust solutions to enhance client relationships, streamline operations, and ensure regulatory compliance. This article delves into [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":46859,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1353],"class_list":["post-49263","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-account-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Account Management Software for Banks Explained<\/title>\n<meta name=\"description\" content=\"Explore account management software for banks with InvestGlass. Streamline operations and enhance client account management today.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/investglass\u3067\u9280\u884c\u5411\u3051\u9867\u5ba2\u53e3\u5ea7\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u9769\u547d\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Revolutionising Client Account Management Software for Banks with InvestGlass: A Comprehensive Guide for Financial Institutions\" \/>\n<meta property=\"og:description\" content=\"What You Will Learn Understand the critical challenges financial institutions\" \/>\n<meta property=\"og:url\" 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