{"id":49348,"date":"2026-03-24T08:22:44","date_gmt":"2026-03-24T07:22:44","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49348"},"modified":"2026-03-25T11:36:56","modified_gmt":"2026-03-25T10:36:56","slug":"%e3%83%aa%e3%83%86%e3%83%bc%e3%83%ab%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%e9%a1%a7%e5%ae%a2%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/what-is-customer-onboarding-in-retail-banking\/","title":{"rendered":"\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u30ab\u30b9\u30bf\u30de\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u306f\u4f55\u3067\u3059\u304b\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5c0f\u58f2\u696d\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%a9%e3%82%a4%e3%83%99%e3%83%bc%e3%83%88%e3%83%90%e3%83%b3%e3%82%af%e3%81%ae%e4%bd%9c%e3%82%8a%e6%96%b9\/\" target=\"_self\">\u9280\u884c\u696d\u306f<\/a> 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class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u52b9\u7387\u5316\u3068\u9867\u5ba2\u4f53\u9a13\u306e\u5411\u4e0a\u306e\u305f\u3081\u306e\u4e3b\u8981\u306a\u63a8\u9032\u529b\u3068\u3057\u3066\u30c7\u30b8\u30bf\u30eb\u5909\u9769\u3092\u6d3b\u7528\u3057\u3064\u3064\u3001\u5b8c\u5168\u306a\u898f\u5236\u9075\u5b88\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306e\u8a2d\u8a08\u3001\u30c7\u30b8\u30bf\u30eb\u5316\u3001\u81ea\u52d5\u5316\u306b\u95a2\u3059\u308b\u5b9f\u8df5\u7684\u3067\u3059\u3050\u306b\u9280\u884c\u696d\u52d9\u306b\u9069\u7528\u3067\u304d\u308b\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002InvestGlass\u306f\u30b9\u30a4\u30b9\u306e <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e4%b8%bb%e6%a8%a9%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b\/\" target=\"_self\">\u541b\u4e3b<\/a> \u30a2\u30e1\u30ea\u30ab\u3084\u4e2d\u56fd\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304b\u3089\u306e\u72ec\u7acb\u3092\u6c42\u3081\u308b\u898f\u5236\u5bfe\u8c61\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306b\u7279\u5225\u306b\u69cb\u7bc9\u3055\u308c\u305f\u3001CRM\u304a\u3088\u3073\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u3053\u306e\u8a18\u4e8b\u306e\u5185\u5bb9\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5b9a\u7fa9\u3068\u305d\u306e\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u6587\u8108<\/li>\n\n\n\n<li>\u52b9\u679c\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u3001\u7d99\u7d9a\u7387\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u7406\u7531<\/li>\n\n\n\n<li>\u9280\u884c\u304c\u696d\u52d9\u3001\u898f\u5236\u3001\u9867\u5ba2\u4f53\u9a13\u306e\u5404\u5206\u91ce\u3067\u76f4\u9762\u3059\u308b\u4e3b\u306a\u8ab2\u984c<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306e\u30b9\u30c6\u30c3\u30d7\u5225\u89e3\u8aac<\/li>\n\n\n\n<li>\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u3059\u308b\u8003\u5bdf<\/li>\n\n\n\n<li>InvestGlass\u304c\u3069\u306e\u3088\u3046\u306b\u4e3b\u6a29\u7684\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u304b<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-customer-onboarding-in-retail-banking\"><span class=\"ez-toc-section\" id=\"What_Is_Customer_Onboarding_in_Retail_Banking\"><\/span>\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u30ab\u30b9\u30bf\u30de\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u306f\u4f55\u3067\u3059\u304b\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ab\u30b9\u30bf\u30de\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u306f\u3001\u898b\u8fbc\u307f\u5ba2\u304c\u6700\u521d\u306b\u63a5\u89e6\u3057\u3066\u304b\u3089\u3001KYC\uff08\u672c\u4eba\u78ba\u8a8d\uff09\u8a8d\u8a3c\u3001\u53e3\u5ea7\u958b\u8a2d\u3001\u305d\u3057\u3066\u521d\u56de\u6c7a\u6e08\u3084\u30ab\u30fc\u30c9\u53d6\u5f15\u306a\u3069\u306e\u6700\u521d\u306e\u30d7\u30ed\u30c0\u30af\u30c8\u306e\u5229\u7528\u6210\u529f\u306b\u81f3\u308b\u307e\u3067\u306e\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u306e\u30d7\u30ed\u30bb\u30b9\u306e\u3053\u3068\u3092\u6307\u3057\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30de\u30fc\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u898f\u5236\u9075\u5b88\u3068\u9867\u5ba2\u6e80\u8db3\u306e\u4e21\u65b9\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u305f\u3001\u4e00\u9023\u306e\u69cb\u9020\u5316\u3055\u308c\u305f\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u3067\u306f\u3001\u3053\u308c\u306f\u901a\u5e38\u3001\u500b\u4eba\u3084\u5bb6\u65cf\u5411\u3051\u306e\u91d1\u878d\u5546\u54c1\u3092\u6307\u3057\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f53\u5ea7\u9810\u91d1\u3068\u666e\u901a\u9810\u91d1<\/li>\n\n\n\n<li>\u30c7\u30d3\u30c3\u30c8\u30ab\u30fc\u30c9\u3068\u30af\u30ec\u30b8\u30c3\u30c8\u30ab\u30fc\u30c9<\/li>\n\n\n\n<li>\u57fa\u672c\u306e\u500b\u4eba\u30ed\u30fc\u30f3<\/li>\n\n\n\n<li>\u5165\u9580\u7528\u6295\u8cc7\u5546\u54c1<\/li>\n\n\n\n<li>\u65b0\u898f\u53e3\u5ea7\u306e\u30c7\u30b8\u30bf\u30eb\u958b\u8a2d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30c6\u30fc\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u4e3b\u306a\u7279\u5fb4\uff1a<\/strong><\/p>\n\n\n\n<ul 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class=\"wp-block-heading\" id=\"h-why-effective-onboarding-matters-in-retail-banking\"><span class=\"ez-toc-section\" id=\"Why_Effective_Onboarding_Matters_in_Retail_Banking\"><\/span>\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3044\u3066\u52b9\u679c\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u91cd\u8981\u306a\u7406\u7531<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u4f53\u9a13\u306f\u3001\u9867\u5ba2\u7372\u5f97\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u3001\u305d\u3057\u3066\u9577\u671f\u7684\u306a\u30ed\u30a4\u30e4\u30ea\u30c6\u30a3\u306b\u76f4\u63a5\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u3002\u30d7\u30ed\u30bb\u30b9\u304c\u624b\u4f5c\u696d\u3067\u3042\u3063\u305f\u308a\u65ad\u7247\u5316\u3055\u308c\u3066\u3044\u305f\u308a\u3059\u308b\u3068\u3001\u96e2\u8131\u7387\u306f20%\u3092\u8d85\u3048\u3001\u591a\u304f\u306e\u9280\u884c\u304c\u3001\u3088\u308a\u8fc5\u901f\u306a\u30c7\u30b8\u30bf\u30eb\u7af6\u5408\u4ed6\u793e\u306b\u6f5c\u5728\u9867\u5ba2\u3092\u596a\u308f\u308c\u3066\u3057\u307e\u3044\u307e\u3059\u3002\u5b9f\u884c\u304c\u4e0d\u5341\u5206\u3060\u3068\u3001\u53e3\u5ea7\u958b\u8a2d\u306b\u304b\u304b\u308b\u6642\u9593\u304c\u6570\u5206\u304b\u3089\u6570\u65e5\u306b\u307e\u3067\u5ef6\u3073\u3066\u3057\u307e\u3046\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u9075\u5b88\u3082\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8cea\u306b\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002KYC\u3001AML\u3001\u307e\u305f\u306f\u30c7\u30fc\u30bf\u4fdd\u8b77\uff08EU\u306eGDPR\u3084\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306a\u3069\uff09\u306b\u304a\u3051\u308b\u4e0d\u5099\u306f\u3001\u7f70\u91d1\u3084\u30ec\u30d4\u30e5\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u5931\u589c\u3092\u62db\u304d\u307e\u3059\u3002\u9006\u306b\u3001\u6700\u521d\u306e30\u65e5\u304b\u308990\u65e5\u3092\u826f\u597d\u306b\u904e\u3054\u3059\u3053\u3068\u306f\u3001\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff08LTV\uff09\u3001\u88fd\u54c1\u306e\u5229\u7528\u7387\u3001\u304a\u3088\u3073\u9867\u5ba2\u6e80\u8db3\u5ea6\u30b9\u30b3\u30a2\u306e\u5411\u4e0a\u3068\u5f37\u304f\u76f8\u95a2\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u52b9\u679c\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30e1\u30ea\u30c3\u30c8\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u4f53\u9a13\u3001\u660e\u78ba\u306a\u671f\u5f85\u5024\u3001\u9867\u5ba2\u3078\u306e\u3088\u308a\u8fc5\u901f\u306a\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u5411\u4e0a\u3001\u904b\u7528\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u3001\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u696d\u52d9\u52b9\u7387\u5316\u306b\u3088\u308b\u30b3\u30b9\u30c8\u524a\u6e1b\u3001\u9280\u884c\u306e\u30af\u30ed\u30b9\u30bb\u30eb\u6a5f\u4f1a\u306e\u5897\u52a0<\/li>\n\n\n\n<li>\u76e3\u67fb\u5bfe\u5fdc\u53ef\u80fd\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u898f\u5236\u5f53\u5c40\u5411\u3051\u306e\u7d44\u307f\u8fbc\u307f\u578b\u30ea\u30b9\u30af\u8a55\u4fa1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6210\u529f\u88cf\u306b\u9032\u3081\u3089\u308c\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u898f\u5236\u9075\u5b88\u3068\u696d\u52d9\u52b9\u7387\u3092\u78ba\u5b9f\u306b\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u6700\u521d\u304b\u3089\u4fe1\u983c\u3068\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u7bc9\u304d\u4e0a\u3052\u307e\u3059\u3002\u52b9\u679c\u7684\u306a\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u9867\u5ba2\u7dad\u6301\u7387\u3068\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u3001\u9280\u884c\u304c\u6025\u901f\u306b\u5909\u5316\u3059\u308b\u5e02\u5834\u306b\u304a\u3044\u3066\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-challenges-in-retail-banking-customer-onboarding\"><span class=\"ez-toc-section\" id=\"Key_Challenges_in_Retail_Banking_Customer_Onboarding\"><\/span>\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u4e3b\u8981\u306a\u8ab2\u984c<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u3089\u304b\u306a\u5229\u70b9\u304c\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u591a\u304f\u306e\u9280\u884c\u304c\u65ad\u7247\u5316\u3057\u305f\u30b7\u30b9\u30c6\u30e0\u3084\u30d5\u30ea\u30af\u30b7\u30e7\u30f3\uff08\u969c\u5bb3\uff09\u306b\u82e6\u3057\u3093\u3067\u3044\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306b\u306f\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u5168\u4f53\u3092\u901a\u3058\u3066\u969c\u5bb3\u3084\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u7279\u5b9a\u3057\u3001\u30d5\u30ea\u30af\u30b7\u30e7\u30f3\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u30d5\u30ea\u30af\u30b7\u30e7\u30f3\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u53d6\u308a\u7d44\u307f\u306f\u3001\u9867\u5ba2\u96e2\u8131\u306e\u30dd\u30a4\u30f3\u30c8\u3092\u6e1b\u3089\u3057\u3001\u3042\u3089\u3086\u308b\u30c1\u30e3\u30cd\u30eb\u3067\u30b9\u30e0\u30fc\u30ba\u3067\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u4f53\u9a13\u3092\u78ba\u4fdd\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u305f\u3081\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u3068\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u904b\u7528\u4e0a\u306e\u8ab2\u984c\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b3\u30fc\u30eb\u30bb\u30f3\u30bf\u30fc\u3001\u652f\u5e97\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u9593\u306e\u5ea6\u91cd\u306a\u308b\u5f15\u304d\u7d99\u304e<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u53ce\u96c6\u3092\u9045\u3089\u305b\u308b\u96fb\u5b50\u30e1\u30fc\u30eb\u3084\u7d19\u306e\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u4f9d\u5b58<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u898f\u5236\u304a\u3088\u3073\u30ea\u30b9\u30af\u306b\u95a2\u3059\u308b\u8ab2\u984c\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b9f\u884c\u4e2d <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>, \u3001\u304a\u3088\u3073\u5236\u88c1\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3068PEP\u30c1\u30a7\u30c3\u30af\u306e\u5927\u898f\u6a21\u306a\u5b9f\u65bd<\/li>\n\n\n\n<li>\u65b0\u898f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u30a4\u30e9\u30a4\u30e9\u3055\u305b\u308b\u3001\u91cd\u8907\u3057\u305f\u66f8\u985e\u8acb\u6c42\u306e\u56de\u907f<\/li>\n\n\n\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u306b\u304a\u3051\u308b\u3001\u8a50\u6b3a\u3001\u91d1\u878d\u72af\u7f6a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u554f\u984c\u306a\u3069\u306e\u6f5c\u5728\u7684\u306a\u30ea\u30b9\u30af\u306e\u7279\u5b9a\u3068\u8efd\u6e1b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9867\u5ba2\u4f53\u9a13\u306e\u8ab2\u984c\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91cd\u8907\u3057\u305f\u8cea\u554f\u304c\u3042\u308b\u9577\u3044\u7533\u8fbc\u7528\u7d19<\/li>\n\n\n\n<li>\u30e2\u30d0\u30a4\u30eb\u6700\u9069\u5316\u306e\u4e0d\u8db3\u3068\u4e0d\u660e\u78ba\u306a\u30b9\u30c6\u30fc\u30bf\u30b9\u66f4\u65b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u306e\u54c1\u8cea\u554f\u984c\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f4f\u6240\u5f62\u5f0f\u306e\u4e0d\u7d71\u4e00\u3068\u9867\u5ba2\u60c5\u5831\u306e\u6b20\u843d<\/li>\n\n\n\n<li>\u81ea\u52d5\u51e6\u7406\u304c\u56f0\u96e3\u306a\u975e\u69cb\u9020\u5316\u6587\u66f8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8907\u6570\u7ba1\u8f44\u533a\u57df\u306b\u308f\u305f\u308b\u8907\u96d1\u6027\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30eb\u30fc\u30eb\u306f\u30b9\u30a4\u30b9\u3001EU\u3001\u30a4\u30ae\u30ea\u30b9\u306e\u9593\u3067\u7570\u306a\u308a\u307e\u3059<\/li>\n\n\n\n<li>\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30ea\u30c6\u30fc\u30eb\u9280\u884c\u306b\u3068\u3063\u3066\u6a19\u6e96\u5316\u306f\u3088\u308a\u56f0\u96e3\u306b\u306a\u308b<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-retail-banking-customer-onboarding-journey-step-by-step\"><span class=\"ez-toc-section\" id=\"The_Retail_Banking_Customer_Onboarding_Journey_Step_by_Step\"><\/span>\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u9053\u306e\u308a\uff1a\u30b9\u30c6\u30c3\u30d7\u30fb\u30d0\u30a4\u30fb\u30b9\u30c6\u30c3\u30d7<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u660e\u78ba\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u3088\u308a\u3001\u9280\u884c\u306f\u6469\u64e6\u304c\u751f\u3058\u3066\u3044\u308b\u30dd\u30a4\u30f3\u30c8\u3092\u7279\u5b9a\u3057\u3001\u5404\u6bb5\u968e\u3067\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u6e2c\u5b9a\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u901a\u3058\u3066\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u52b9\u679c\u7684\u306a\u30ea\u30b9\u30af\u7ba1\u7406\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306e\u3001\u69cb\u9020\u5316\u3055\u308c\u305f\u4e00\u9023\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002\u500b\u4eba\u304c\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u5f53\u5ea7\u9810\u91d1\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\u969b\u306e\u4e3b\u306a\u30b9\u30c6\u30c3\u30d7\u306b\u306f\u3001\u4ee5\u4e0b\u304c\u542b\u307e\u308c\u307e\u3059\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u767a\u898b\u3068\u521d\u671f\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8<\/li>\n\n\n\n<li>\u52b9\u7387\u6027\u3068\u30ab\u30b9\u30bf\u30de\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u4e0d\u53ef\u6b20\u306a\u3001\u7533\u8acb\u30d7\u30ed\u30bb\u30b9\u306e\u4e00\u90e8\u3068\u3057\u3066\u306e\u7533\u8acb\u3068\u30c7\u30fc\u30bf\u30ad\u30e3\u30d7\u30c1\u30e3<\/li>\n\n\n\n<li>\u30c7\u30b8\u30bf\u30eb\u8eab\u5143\u78ba\u8a8d\u3068KYC<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u8a55\u4fa1\u3068\u610f\u601d\u6c7a\u5b9a<\/li>\n\n\n\n<li>\u53e3\u5ea7\u958b\u8a2d\u3001\u6709\u52b9\u5316\u3001\u304a\u3088\u3073\u521d\u56de\u5229\u7528<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u5b8c\u4e86\u6642\u9593\u3001\u96e2\u8131\u7387\u3001\u76f4\u884c\u51e6\u7406\u7387\uff08\u30b9\u30c8\u30ec\u30fc\u30c8\u30b9\u30eb\u30fc\u30d7\u30ed\u30bb\u30c3\u30b7\u30f3\u30b0\u7387\uff09\u306a\u3069\u306e\u6307\u6a19\u3067\u6e2c\u5b9a\u53ef\u80fd\u3067\u3042\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u8a8d\u8a3c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u3092\u7d71\u5408\u3057\u3001\u898f\u5236\u9075\u5b88\u3092\u78ba\u5b9f\u306b\u3059\u308b\u5305\u62ec\u7684\u3067\u30c7\u30fc\u30bf\u99c6\u52d5\u578b\u306e\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30c1\u30e3\u30cd\u30eb\u3001\u5e97\u8217\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u308f\u305f\u308b\u30ab\u30b9\u30bf\u30de\u30fc\u63a5\u70b9\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u306f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u5275\u51fa\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/4f0464b2-3b0d-4881-95f8-950add628281.png\" alt=\"\u3042\u308b\u4eba\u7269\u304c\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3092\u4f7f\u7528\u3057\u3066\u30e2\u30d0\u30a4\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u753b\u9762\u3092\u64cd\u4f5c\u3057\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u8a2d\u5b9a\u3092\u5b8c\u4e86\u3055\u305b\u308b\u305f\u3081\u306b\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u9032\u3081\u3066\u3044\u308b\u3002\u3053\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u306f\u3001\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u696d\u754c\u306b\u304a\u3044\u3066\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u3001\u65b0\u898f\u9867\u5ba2\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b\u305f\u3081\u306b\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308b\u3002.\"><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-discovery-and-initial-engagement\"><span class=\"ez-toc-section\" id=\"Discovery_and_Initial_Engagement\"><\/span>\u767a\u898b\u3068\u521d\u671f\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%ad%e3%82%b9%e3%83%9a%e3%82%af%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%81%ae%e5%ae%9a%e7%be%a9-2024%e5%b9%b4%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e3%82%bb%e3%83%bc%e3%83%ab%e3%82%b9\/\" target=\"_self\">\u5c55\u671b<\/a> \u901a\u5e38\u3001\u691c\u7d22\u30a8\u30f3\u30b8\u30f3\u3001\u6bd4\u8f03\u30b5\u30a4\u30c8\u3001\u652f\u5e97\u306e\u8a2a\u554f\u3001\u307e\u305f\u306f\u63d0\u643a\u5148\u304b\u3089\u306e\u7d39\u4ecb\u3092\u901a\u3058\u3066\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u5546\u54c1\u3092\u898b\u3064\u3051\u307e\u3059\u3002\u9280\u884c\u306f\u3001\u6b63\u78ba\u306a\u671f\u5f85\u3092\u6301\u305f\u305b\u308b\u9069\u683c\u6027\u30c1\u30a7\u30c3\u30ab\u30fc\u3092\u5099\u3048\u305f\u660e\u78ba\u306a\u5546\u54c1\u30da\u30fc\u30b8\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u7c21\u5358\u306a\u4e8b\u524d\u7533\u8fbc <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%81%9f%e3%81%a3%e3%81%9f8%e5%88%86%e3%81%a7%e3%83%aa%e3%83%bc%e3%83%89%e7%8d%b2%e5%be%97%e3%83%95%e3%82%a9%e3%83%bc%e3%83%a0%e3%82%92%e4%bd%9c%e6%88%90%e3%81%99%e3%82%8b%e6%96%b9%e6%b3%95\/\" target=\"_self\">\u30d5\u30a9\u30fc\u30e0\u30ad\u30e3\u30d7\u30c1\u30e3<\/a> \u6700\u5c0f\u9650\u306e\u30c7\u30fc\u30bf\uff08\u6c0f\u540d\u3001\u30e1\u30fc\u30eb\u30a2\u30c9\u30ec\u30b9\u3001\u5c45\u4f4f\u56fd\uff09\u304c\u3001\u6469\u64e6\u3092\u8efd\u6e1b\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u52a0\u901f\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-application-and-data-capture\"><span class=\"ez-toc-section\" id=\"Application_and_Data_Capture\"><\/span>\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30c7\u30fc\u30bf\u30ad\u30e3\u30d7\u30c1\u30e3<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306b\u306f\u3001\u30e2\u30d0\u30a4\u30eb\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u30c7\u30b6\u30a4\u30f3\u3001\u8cea\u554f\u306e\u30d7\u30ed\u30b0\u30ec\u30c3\u30b7\u30d6\u30fb\u30c7\u30a3\u30b9\u30af\u30ed\u30fc\u30b8\u30e3\u30fc\uff08\u6bb5\u968e\u7684\u958b\u793a\uff09\u3001\u81ea\u52d5\u5165\u529b\u6a5f\u80fd\u3001\u4fdd\u5b58\u3057\u3066\u518d\u958b\u6a5f\u80fd\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u4e3b\u8981\u306a\u9867\u5ba2\u30c7\u30fc\u30bf\u8981\u7d20\u306b\u306f\u3001\u6cd5\u7684\u6c0f\u540d\u3001\u751f\u5e74\u6708\u65e5\u3001\u4f4f\u6240\u5c65\u6b74\u3001\u7d0d\u7a0e\u5c45\u4f4f\u5730\u3001\u96c7\u7528\u30b9\u30c6\u30fc\u30bf\u30b9\u304c\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e2\u5b58\u306e\u9867\u5ba2\u306b\u95a2\u3057\u3066\u306f\u3001CRM\u30c7\u30fc\u30bf\u3092\u518d\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u60c5\u5831\u306e\u4e8c\u91cd\u5165\u529b\u3092\u907f\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u3053\u308c\u306fInvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5927\u304d\u306a\u5229\u70b9\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-identity-verification-and-kyc\"><span class=\"ez-toc-section\" id=\"Digital_Identity_Verification_and_KYC\"><\/span>\u30c7\u30b8\u30bf\u30eb\u8eab\u5143\u78ba\u8a8d\u3068KYC<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e8\u30fc\u30ed\u30c3\u30d1\u3084\u30a4\u30ae\u30ea\u30b9\u306b\u304a\u3051\u308b\u4e00\u822c\u7684\u306a\u672c\u4eba\u78ba\u8a8d\u65b9\u6cd5\u306b\u306f\u3001eID\u30b9\u30ad\u30fc\u30e0\u3001NFC\u30d1\u30b9\u30dd\u30fc\u30c8\u8aad\u307f\u53d6\u308a\u3001\u30d3\u30c7\u30aa\u672c\u4eba\u78ba\u8a8d\u3001\u751f\u4f53\u8a8d\u8a3c\u9854\u8a8d\u8b58\u306a\u3069\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306f\u3001\u5236\u88c1\u30ea\u30b9\u30c8\u3001PEP\uff08\u91cd\u8981\u653f\u6cbb\u8cc7\u91d1\u63d0\u4f9b\u8005\uff09\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3001\u30a6\u30a9\u30c3\u30c1\u30ea\u30b9\u30c8\u306b\u5bfe\u3059\u308b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u306b\u5229\u7528\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u4f4e\u30ea\u30b9\u30af\u306e\u9867\u5ba2\u306f\u7c21\u7d20\u5316\u3055\u308c\u305f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\uff08\u5b8c\u5168\u81ea\u52d5\u5316\u3055\u308c\u3066\u3044\u308b\u5834\u5408\u306f\u901a\u5e382\u5206\u672a\u6e80\uff09\u3092\u5b8c\u4e86\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u4e00\u65b9\u3001\u9ad8\u30ea\u30b9\u30af\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u5bfe\u3057\u3066\u306f\u53b3\u683c\u306a\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u304c\u4f5c\u52d5\u3057\u307e\u3059\u3002InvestGlass\u306f\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3046CRM\u5c64\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3001\u9280\u884c\u304c\u6280\u8853\u7684\u306a\u8907\u96d1\u3055\u3092\u4f34\u308f\u305a\u306b\u691c\u8a3c\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u69cb\u6210\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-risk-assessment-and-decisioning\"><span class=\"ez-toc-section\" id=\"Risk_Assessment_and_Decisioning\"><\/span>\u30ea\u30b9\u30af\u30a2\u30bb\u30b9\u30e1\u30f3\u30c8\u3068\u610f\u601d\u6c7a\u5b9a<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ce\u96c6\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c7\u30fc\u30bf\u3068KYC\u306e\u7d50\u679c\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u3001\u5404\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u3092\u7b97\u51fa\u3057\u307e\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306e\u8a2d\u5b9a\u53ef\u80fd\u306a\u30eb\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u6c7a\u5b9a\u30a8\u30f3\u30b8\u30f3\u306b\u3088\u308a\u3001\u4f4e\u30ea\u30b9\u30af\u306e\u627f\u8a8d\u304c\u81ea\u52d5\u5316\u3055\u308c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u5411\u3051\u306b\u4f8b\u5916\u304c\u30d5\u30e9\u30b0\u4ed8\u3051\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ffd\u52a0\u66f8\u985e\u304c\u5fc5\u8981\u306a\u5834\u5408\u3001\u4f4f\u6240\u8a3c\u660e\u3084\u7d0d\u7a0e\u8005\u756a\u53f7\u3092\u6c42\u3081\u308b\u81ea\u52d5\u30dd\u30fc\u30bf\u30eb\u307e\u305f\u306f\u30e1\u30fc\u30eb\u3067\u306e\u30ea\u30af\u30a8\u30b9\u30c8\u306b\u3088\u308a\u3001\u624b\u52d5\u4ecb\u5165\u306a\u3057\u3067\u624b\u7d9a\u304d\u306e\u52e2\u3044\u3092\u7dad\u6301\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-account-opening-activation-and-first-use\"><span class=\"ez-toc-section\" id=\"Account_Opening_Activation_and_First_Use\"><\/span>\u53e3\u5ea7\u958b\u8a2d\u3001\u6709\u52b9\u5316\u3001\u304a\u3088\u3073\u521d\u56de\u5229\u7528<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u627f\u8a8d\u3055\u308c\u308b\u3068\u3001\u9867\u5ba2\u306f\u5b89\u5168\u306a\u30c7\u30b8\u30bf\u30eb\u30c1\u30e3\u30cd\u30eb\u3092\u901a\u3058\u3066\u30a2\u30ab\u30a6\u30f3\u30c8\u306e\u8a73\u7d30\u3068\u8cc7\u683c\u60c5\u5831\u3092\u53d7\u3051\u53d6\u308a\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30a6\u30a9\u30ec\u30c3\u30c8\uff08Apple Pay\u3001Google Pay\uff09\u306e\u5373\u6642\u30d7\u30ed\u30d3\u30b8\u30e7\u30cb\u30f3\u30b0\u306b\u3088\u308a\u3001\u8fc5\u901f\u306a\u30a2\u30ab\u30a6\u30f3\u30c8\u8a2d\u5b9a\u3068\u6700\u521d\u306e\u53d6\u5f15\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u69cb\u9020\u5316\u3055\u308c\u305f\u30a6\u30a7\u30eb\u30ab\u30e0\u30b7\u30fc\u30b1\u30f3\u30b9\u304c\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b3\u30a2\u6a5f\u80fd\u3092\u7d39\u4ecb\u3059\u308b\u30ac\u30a4\u30c9\u4ed8\u304d\u30a2\u30d7\u30ea\u30c4\u30a2\u30fc<\/li>\n\n\n\n<li>\u521d\u56de\u652f\u6255\u3044\u306e\u30d7\u30ed\u30f3\u30d7\u30c8\u3068\u30a2\u30ab\u30a6\u30f3\u30c8\u8a2d\u5b9a\u30bf\u30b9\u30af<\/li>\n\n\n\n<li>\u7d66\u4e0e\u632f\u8fbc\u53e3\u5ea7\u306e\u8a2d\u5b9a\u3084\u8caf\u84c4\u76ee\u6a19\u306e\u9054\u6210\u3092\u4fc3\u305930\u65e5\u9593\u30d7\u30e9\u30f3<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-a-frictionless-digital-experience\"><span class=\"ez-toc-section\" id=\"Designing_a_Frictionless_Digital_Experience\"><\/span>\u6469\u64e6\u306e\u306a\u3044\u30c7\u30b8\u30bf\u30eb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u8a2d\u8a08<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6469\u64e6\u306e\u306a\u3044 <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> \u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u3092\u5fc5\u8981\u6700\u5c0f\u9650\u306e\u60c5\u5831\u306b\u6291\u3048\u3001\u53ef\u80fd\u306a\u9650\u308a\u8eab\u5143\u8abf\u67fb\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002UX\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306b\u306f\u3001\u660e\u78ba\u306a\u9032\u6357\u30a4\u30f3\u30b8\u30b1\u30fc\u30bf\u30fc\u3001\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u306b\u5fdc\u3058\u305f\u30d8\u30eb\u30d7\u3001\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u30b5\u30dd\u30fc\u30c8\u3001\u5206\u304b\u308a\u3084\u3059\u3044\u30a8\u30e9\u30fc\u30e1\u30c3\u30bb\u30fc\u30b8\u304c\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u3068A\/B\u30c6\u30b9\u30c8\u306f\u3001\u7d99\u7d9a\u7684\u306a\u6539\u5584\u306e\u305f\u3081\u306b\u96e2\u8131\u7387\u306e\u9ad8\u3044\u753b\u9762\u3092\u7279\u5b9a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u771f\u306b\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u652f\u5e97\u306e\u30b9\u30bf\u30c3\u30d5\u304c\u307e\u3063\u305f\u304f\u540c\u3058\u30c7\u30b8\u30bf\u30eb\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3059\u308b\u5834\u5408\u3092\u542b\u3081\u3001\u3059\u3079\u3066\u306e\u30c7\u30d0\u30a4\u30b9\u3068\u30c7\u30b8\u30bf\u30eb\u30c1\u30e3\u30cd\u30eb\u3092\u7db2\u7f85\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-personalisation-in-retail-banking-onboarding\"><span class=\"ez-toc-section\" id=\"Personalisation_in_Retail_Banking_Onboarding\"><\/span>\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9867\u5ba2\u306e\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306b\u5408\u308f\u305b\u3066\u8cea\u554f\u3084\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u6bb5\u968e\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/10-%e6%96%b0%e9%ae%ae%e3%81%aa%e8%a8%80%e3%81%84%e6%96%b9\/\" target=\"_self\">\u4f8b<\/a> \u5b66\u751f\u5411\u3051\u4e88\u7b97\u7ba1\u7406\u306e\u30b3\u30c4\u3001\u82e5\u3044\u5bb6\u65cf\u5411\u3051\u306e\u4f4f\u5b85\u30ed\u30fc\u30f3\u95a2\u9023\u30b3\u30f3\u30c6\u30f3\u30c4\u3001\u307e\u305f\u306f\u9ad8\u6240\u5f97\u8005\u5c64\u5411\u3051\u306e\u8cc7\u7523\u5f62\u6210\u30d7\u30e9\u30f3\u3092\u542b\u3081\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306aCRM\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5916\u56fd\u306e\u7ba1\u8f44\u533a\u57df\u306b\u3055\u3089\u3059\u3053\u3068\u306a\u304f\u3001\u597d\u307f\u3092\u4fdd\u5b58\u3057\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u30c8\u30ea\u30ac\u30fc\u3092\u5b9f\u884c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leveraging-technology-for-retail-banking-onboarding\"><span class=\"ez-toc-section\" id=\"Leveraging_Technology_for_Retail_Banking_Onboarding\"><\/span>\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u6d3b\u7528\u3057\u305f\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u53e3\u5ea7\u958b\u8a2d\uff08\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\uff09<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u652f\u3048\u308b\u6280\u8853\u30b9\u30bf\u30c3\u30af\u306b\u306f\u3001\u901a\u5e38\u3001CRM\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30a8\u30f3\u30b8\u30f3\u3001\u672c\u4eba\u78ba\u8a8d\u30c4\u30fc\u30eb\u3001\u6587\u66f8\u7ba1\u7406\u3001\u96fb\u5b50\u7f72\u540d\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30dd\u30fc\u30bf\u30eb\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u30bb\u30ad\u30e5\u30a2\u306aAPI\u3092\u901a\u3058\u305f\u7d71\u5408\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u304c\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u3084\u30ea\u30b9\u30af\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3078\u3068\u81ea\u52d5\u7684\u306b\u9023\u643a\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u3053\u308c\u3089\u306e\u6a5f\u80fd\u3092\u30b9\u30a4\u30b9\u56fd\u5185\u3067\u30db\u30b9\u30c8\u3055\u308c\u308b\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3057\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>\u80fd\u529b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bf\u30b9\u30af<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>CRM<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u30c7\u30fc\u30bf\u4e00\u5143\u7ba1\u7406\u30ea\u30dd\u30b8\u30c8\u30ea<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30a8\u30f3\u30b8\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c1\u30e3\u30cd\u30eb\u9593\u3067\u306e\u30bf\u30b9\u30af\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30b8\u30bf\u30ebID\u30c4\u30fc\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u672c\u4eba\u78ba\u8a8d\u3068\u8eab\u5143\u306e\u691c\u8a3c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u66f8\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5fc5\u8981\u66f8\u985e\u306e\u53ce\u96c6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30c6\u30fc\u30bf\u30b9\u8ffd\u8de1\u3068\u30bb\u30ad\u30e5\u30a2\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-role-of-crm-in-retail-onboarding\"><span class=\"ez-toc-section\" id=\"The_Role_of_CRM_in_Retail_Onboarding\"><\/span>\u30ea\u30c6\u30fc\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308bCRM\u306e\u5f79\u5272<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u696d\u52d9\u7279\u5316\u578b\u306eCRM\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3001\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3001\u540c\u610f\u8a18\u9332\u3001\u304a\u3088\u3073\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u96c6\u7d04\u62e0\u70b9\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002CRM\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u6a5f\u80fd\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30c1\u30e3\u30cd\u30eb\u3001\u652f\u5e97\u30c1\u30fc\u30e0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306e\u9593\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30bf\u30b9\u30af\u3092\u8abf\u6574\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u306f\u30e2\u30d0\u30a4\u30eb\u3067\u7533\u3057\u8fbc\u307f\u3092\u958b\u59cb\u3057\u3001\u30ce\u30fc\u30c8PC\u3067\u7d9a\u3051\u3001\u652f\u5e97\u3067\u5b8c\u4e86\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30c7\u30fc\u30bf\u306e\u640d\u5931\u3084\u60c5\u5831\u306e\u518d\u5165\u529b\u306f\u767a\u751f\u3057\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-portals-and-mobile-apps\"><span class=\"ez-toc-section\" id=\"Digital_Portals_and_Mobile_Apps\"><\/span>\u30c7\u30b8\u30bf\u30eb\u30dd\u30fc\u30bf\u30eb\u3068\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><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\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb<\/a> \u9867\u5ba2\u304c\u66f8\u985e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u3001\u7533\u8acb\u72b6\u6cc1\u3092\u8ffd\u8de1\u3057\u3001\u9280\u884c\u3068\u3084\u308a\u53d6\u308a\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u6a5f\u80fd\u306b\u306f\u3001\u30bf\u30b9\u30af\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3001\u30bb\u30ad\u30e5\u30a2\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u30fb\u30dc\u30eb\u30c8\u3001\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u304c\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u56fd\u5185\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c8\u3055\u308c\u3001\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/a59eaa12-8bf0-4c34-877a-cb19d0a6f6ee.png\" alt=\"\u753b\u50cf\u306b\u306f\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30b9\u30af\u30ea\u30fc\u30f3\u3068\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u30a8\u30ea\u30a2\u3092\u5099\u3048\u305f\u3001\u30e2\u30c0\u30f3\u306a\u9280\u884c\u652f\u5e97\u306e\u5185\u88c5\u304c\u63cf\u304b\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u74b0\u5883\u306f\u3001\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306e\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u672c\u4eba\u78ba\u8a8d\u3092\u91cd\u8996\u3057\u3001\u65b0\u898f\u9867\u5ba2\u306e\u305f\u3081\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u3002.\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-compliance-data-sovereignty-and-security\"><span class=\"ez-toc-section\" id=\"Compliance_Data_Sovereignty_and_Security\"><\/span>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30c6\u30fc\u30eb\u5411\u3051\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001KYC\u3084AML\u306e\u6307\u4ee4\u3001FATF\u52e7\u544a\u3001\u305d\u3057\u3066GDPR\u3084\u30b9\u30a4\u30b9\u9023\u90a6\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3092\u542b\u3080\u5730\u57df\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u3092\u9075\u5b88\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u73fe\u5730\u7ba1\u8f44\u4e0b\u306b\u7f6e\u304f\u3053\u3068\u3092\u6c42\u3081\u308b\u6b27\u5dde\u304a\u3088\u3073\u30b9\u30a4\u30b9\u306e\u9280\u884c\u306b\u3068\u3063\u3066\u3001\u307e\u3059\u307e\u3059\u91cd\u8981\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u7c73\u4e2d\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9280\u884c\u3092\u30c7\u30fc\u30bf\u8ee2\u9001\u30ea\u30b9\u30af\u3084\u898f\u5236\u306e\u4e0d\u78ba\u5b9f\u6027\u306b\u6652\u3057\u3066\u304a\u308a\u3001\u884c\u5185\u306e\u30ea\u30b9\u30af\u30dd\u30ea\u30b7\u30fc\u3084\u898f\u5236\u8981\u4ef6\u3068\u885d\u7a81\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-swiss-sovereign-infrastructure-matters\"><span class=\"ez-toc-section\" id=\"Why_Swiss_Sovereign_Infrastructure_Matters\"><\/span>\u306a\u305c\u30b9\u30a4\u30b9\u306e\u4e3b\u6a29\u30a4\u30f3\u30d5\u30e9\u304c\u91cd\u8981\u306a\u306e\u304b<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c7\u30fc\u30bf\u3068CRM\u3092\u30b9\u30a4\u30b9\u56fd\u5185\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u5834\u6240\u3001\u30a2\u30af\u30bb\u30b9\u3001\u30ac\u30d0\u30ca\u30f3\u30b9\u306b\u5bfe\u3059\u308b\u5b8c\u5168\u306a\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u7dad\u6301\u3067\u304d\u307e\u3059\u3002\u5f37\u529b\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u3001\u653f\u6cbb\u7684\u5b89\u5b9a\u3001\u53b3\u683c\u306a\u9280\u884c\u898f\u5236\u3067\u77e5\u3089\u308c\u308b\u30b9\u30a4\u30b9\u306e\u8a55\u5224\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u5229\u7528\u3059\u308b\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30af\u306b\u3068\u3063\u3066\u6709\u5229\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u3084\u4e2d\u56fd\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u4f9d\u5b58\u3057\u306a\u3044\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308a\u3001\u9280\u884c\u3092\u652f\u63f4\u3057\u3066\u3044\u307e\u3059 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e4%bf%9d%e8%ad%b7%e3%81%95%e3%82%8c%e3%81%9f%e3%83%86%e3%82%ad%e3%82%b9%e3%83%88%e3%82%92%e3%82%aa%e3%83%b3%e3%83%a9%e3%82%a4%e3%83%b3%e3%81%a7%e5%ae%89%e5%85%a8%e3%81%ab%e7%ae%a1%e7%90%86%e3%81%99\/\" target=\"_self\">\u5b88\u308b<\/a> \u6700\u3082\u53b3\u683c\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u57fa\u6e96\u3092\u6e80\u305f\u3057\u306a\u304c\u3089\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4e3b\u6a29\u3092\u7dad\u6301\u3059\u308b.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-embedding-compliance-into-the-onboarding-workflow\"><span class=\"ez-toc-section\" id=\"Embedding_Compliance_into_the_Onboarding_Workflow\"><\/span>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u7d44\u307f\u8fbc\u307f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u306f\u3001\u30aa\u30d5\u30e9\u30a4\u30f3\u3067\u51e6\u7406\u3055\u308c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30c7\u30b8\u30bf\u30eb\u4f53\u9a13\u306b\u76f4\u63a5\u7d44\u307f\u8fbc\u307e\u308c\u308b\u3079\u304d\u3067\u3059\u3002InvestGlass\u306e\u8a2d\u5b9a\u53ef\u80fd\u306a\u30eb\u30fc\u30eb\u306f\u3001\u6761\u4ef6\u304c\u6e80\u305f\u3055\u308c\u305f\u3068\u304d\u306b\u66f8\u985e\u306e\u8981\u6c42\u3001\u30a2\u30e9\u30fc\u30c8\u3001\u307e\u305f\u306f\u627f\u8a8d\u3092\u81ea\u52d5\u7684\u306b\u30c8\u30ea\u30ac\u30fc\u3057\u3001\u76e3\u67fb\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u8a3c\u8de1\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u5411\u3051\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u306f\u3001\u3059\u3079\u3066\u306e\u62e0\u70b9\u304a\u3088\u3073\u30c7\u30b8\u30bf\u30eb\u30c1\u30e3\u30cd\u30eb\u306b\u304a\u3051\u308b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4ef6\u6570\u3001\u30ea\u30b9\u30af\u30d5\u30e9\u30b0\u3001\u304a\u3088\u3073\u672a\u5b8c\u4e86\u306e\u30bf\u30b9\u30af\u304c\u8868\u793a\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-continuous-engagement-after-onboarding\"><span class=\"ez-toc-section\" id=\"Continuous_Engagement_After_Onboarding\"><\/span>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u5f8c\u306e\u7d99\u7d9a\u7684\u306a\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u306e\u65c5\u306f\u65b0\u898f\u53e3\u5ea7\u958b\u8a2d\u3067\u7d42\u308f\u308a\u307e\u305b\u3093\u3002\u6700\u521d\u306e90\u65e5\u9593\u304c\u3001\u6c38\u7d9a\u7684\u306a\u5370\u8c61\u3068\u9577\u671f\u7684\u306a\u95a2\u4fc2\u6027\u306e\u53ef\u80fd\u6027\u3092\u5f62\u4f5c\u308a\u307e\u3059\u3002\u4f53\u7cfb\u7684\u306a\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30fb\u30d7\u30ed\u30b0\u30e9\u30e0\u306b\u306f\u4ee5\u4e0b\u304c\u542b\u307e\u308c\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a6\u30a7\u30eb\u30ab\u30e0\u30e1\u30fc\u30eb\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6559\u80b2<\/li>\n\n\n\n<li>\u9810\u91d1\u53e3\u5ea7\u3084\u30ab\u30fc\u30c9\u306e\u6d3b\u7528\u3092\u4fc3\u3059\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u63d0\u6848<\/li>\n\n\n\n<li>\u4f4f\u6240\u3001\u6240\u5f97\u3001\u307e\u305f\u306f\u7a0e\u5236\u4e0a\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u306e\u5909\u66f4\u306b\u95a2\u3059\u308b\u5e38\u6642KYC\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u540c\u3058\u56fd\u5185\u306e\u30bb\u30ad\u30e5\u30a2\u306a\u74b0\u5883\u5185\u3067\u3053\u308c\u3089\u306e\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3092\u7ba1\u7406\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u6d3b\u7528\u3057\u3066\u3001\u4e00\u8cab\u6027\u304c\u3042\u308a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u7dad\u6301\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-supports-retail-banking-customer-onboarding\"><span class=\"ez-toc-section\" id=\"How_InvestGlass_Supports_Retail_Banking_Customer_Onboarding\"><\/span>InvestGlass\u304c\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u65b9\u6cd5<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001CRM\u3001\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u3082\u306e\u3067\u3059\u3002, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%80%81%e8%b3%a2%e3%81%84%e6%8a%95%e8%b3%87%e5%ae%b6%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e3%83%bb%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa\/\" target=\"_self\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c4\u30fc\u30eb<\/a>, 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class=\"wp-block-list\">\n<li>\u30aa\u30f3\u30e9\u30a4\u30f3\u7533\u8acb\u7528\u306e\u8a2d\u5b9a\u53ef\u80fd\u306a\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u3092\u5099\u3048\u305f\u81ea\u52d5\u4e0d\u6b63\u691c\u51fa\u304a\u3088\u3073KYC<\/li>\n\n\n\n<li>\u6587\u66f8\u53ce\u96c6\u304a\u3088\u3073\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/li>\n\n\n\n<li>\u9069\u5fdc\u53ef\u80fd\u306a\u30eb\u30fc\u30eb\u3068\u8a00\u8a9e\u3092\u5099\u3048\u305f\u30de\u30eb\u30c1\u30b8\u30e3\u30ea\u30ba\u30af\u30b7\u30e7\u30f3\uff08\u8907\u6570\u7ba1\u8f44\u533a\u57df\uff09\u30b5\u30dd\u30fc\u30c8<\/li>\n\n\n\n<li>\u610f\u601d\u6c7a\u5b9a\u3068\u30c7\u30fc\u30bf\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u306e\u305f\u3081\u306e\u9ad8\u5ea6\u306a\u6280\u8853<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u5b8c\u5168\u306b\u7dad\u6301\u3057\u306a\u304c\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u8fc5\u901f\u5316\u3059\u308b\u6e96\u5099\u304c\u6574\u3063\u305f\u9280\u884c\u306b\u3068\u3063\u3066\u3001InvestGlass\u306f\u5b9f\u8a3c\u6e08\u307f\u306e\u524d\u9032\u3078\u306e\u9053\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002InvestGlass\u306e\u5c02\u9580\u5bb6\u304c\u65e2\u5b58\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3001\u8cb4\u884c\u306b\u5408\u308f\u305b\u305f\u6bb5\u968e\u7684\u306a\u30c7\u30b8\u30bf\u30eb\u5316\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u63d0\u6848\u3059\u308b\u30c7\u30e2\u3084\u76f8\u8ac7\u4f1a\u3092\u305c\u3072\u3054\u4f53\u9a13\u304f\u3060\u3055\u3044\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Customer onboarding in retail banking has become a strategic priority for financial institutions across Europe and Switzerland. Rising digital expectations, combined with fierce competition from fintech challengers, have forced traditional banks to rethink how they welcome new customers. In the banking industry, customer expectations are higher than ever, with clients demanding seamless, secure, and efficient onboarding experiences. Meeting these expectations is crucial for banks to maintain a competitive edge, as frictionless onboarding can be a key differentiator in attracting and retaining clients. Recent industry studies indicate that more than 75% of new retail current accounts in Europe are now opened via digital channels, a figure that continues to climb. This [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49370,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[36,45],"class_list":["post-49348","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-banking","tag-digital-onboarding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Customer Onboarding in Retail Banking Trends | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore Customer Onboarding in Retail Banking and discover how banks can enhance their client engagement in a digital-first world.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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