{"id":49353,"date":"2026-03-24T08:49:35","date_gmt":"2026-03-24T07:49:35","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49353"},"modified":"2026-03-24T08:49:38","modified_gmt":"2026-03-24T07:49:38","slug":"%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%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","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/what-is-customer-onboarding-in-private-banking-2026-guide-for-sovereign-minded-institutions\/","title":{"rendered":"\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u306f\uff1f 2026\u5e74\u7248\u3001\u4e3b\u6a29\u610f\u8b58\u306e\u9ad8\u3044\u6a5f\u95a2\u5411\u3051\u30ac\u30a4\u30c9"},"content":{"rendered":"<p 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\u65e5\u306b\u53ca\u3073\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u640d\u306a\u3044\u3001\u8cc7\u7523\u3092\u904a\u4f11\u307e\u305f\u306f\u975e\u751f\u7523\u7684\u306a\u72b6\u614b\u306b\u3057\u3001\u53ce\u76ca\u6027\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u3002.<\/li>\n\n\n\n<li>40\u4ee3\u300150\u4ee3\u306e\u9867\u5ba2\u306f\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30e2\u30d0\u30a4\u30eb\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u5099\u3048\u305f\u30d5\u30a3\u30f3\u30c6\u30c3\u30af\u30ec\u30d9\u30eb\u306e\u30c7\u30b8\u30bf\u30eb\u4f53\u9a13\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li>38%\u3092\u8d85\u3048\u308b\u65b0\u898f\u9867\u5ba2\u304c\u3001\u9577\u5f15\u304f\u624b\u7d9a\u304d\u3092\u9014\u4e2d\u3067\u65ad\u5ff5\u3057\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u3088\u308a\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u63d0\u4f9b\u3059\u308b\u4f01\u696d\u306f\u3001\u5927\u304d\u306a\u7af6\u4e89\u512a\u4f4d\u6027\u3092\u78ba\u7acb\u3057\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u5206\u91ce\u3067\u6226\u7565\u7684\u512a\u4f4d\u6027\u3092\u751f\u307f\u51fa\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>InvestGlass\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> \u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u5411\u3051\u306eCRM\u304a\u3088\u3073\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\uff08\u7c73\u56fd\u307e\u305f\u306f\u4e2d\u56fd\u306e\u30d9\u30f3\u30c0\u30fc\u306e\u56de\u907f\u3092\u5e0c\u671b\u3059\u308b\u5834\u5408\uff09.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-onboarding-in-private-banking-the-current-state-friction-risk-and-lost-revenue\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\uff1a\u73fe\u72b6\u3001\u8ab2\u984c\u3001\u30ea\u30b9\u30af\u3001\u305d\u3057\u3066\u5931\u308f\u308c\u308b\u53ce\u76ca<\/h2>\n\n\n\n<p 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class=\"wp-block-heading\" id=\"h-operational-risks-and-compliance-challenges\">\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30ea\u30b9\u30af\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8ab2\u984c<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30b5\u30a4\u30ed\u5316\u3055\u308c\u305fKYC\u3001CRM\u3001\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u306e\u7e70\u308a\u8fd4\u3057\u306e\u30c7\u30fc\u30bf\u5165\u529b\u306f\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u7af6\u5408\u3084\u51e6\u7406\u30a8\u30e9\u30fc\u3092\u767a\u751f\u3055\u305b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30b3\u30a2\u8981\u4ef6\u3067\u3042\u308b\u9867\u5ba2\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306b\u76f4\u63a5\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3084\u4fe1\u8a17\u304c\u95a2\u308f\u308b\u8907\u96d1\u306a\u6848\u4ef6\u3067\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b90\u65e5\u4ee5\u4e0a\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30d5\u30a1\u30a4\u30eb\u306e\u3046\u306120\uff5e30\uff05\u304c\u300cNIGO\uff08Not In Good Order\uff09\u300d\u306b\u5206\u985e\u3055\u308c\u3001\u624b\u4f5c\u696d\u3067\u306e\u5bfe\u5fdc\u304c\u5fc5\u8981\u3067\u3059\u3002\uff08NIGO\uff1aNot In Good Order\u3001\u4e0d\u5b8c\u5168\u307e\u305f\u306f\u8aa4\u308a\u3092\u542b\u307f\u3001\u8ffd\u52a0\u306e\u78ba\u8a8d\u307e\u305f\u306f\u4fee\u6b63\u304c\u5fc5\u8981\u306a\u30d5\u30a1\u30a4\u30eb\u307e\u305f\u306f\u7533\u8acb\u66f8\u3092\u6307\u3057\u307e\u3059\u3002\uff09<\/li>\n\n\n\n<li>\u7d39\u4ecb\u3055\u308c\u305f\u898b\u8fbc\u307f\u5ba2\u306f\u3001\u30b9\u30e0\u30fc\u30ba\u306a\u4f53\u9a13\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u96e2\u8131\u7387\u304c\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002.<\/li>\n\n\n\n<li>2024-2025\u5e74\u306bEU\u3001\u82f1\u56fd\u3001\u30b9\u30a4\u30b9\u3001\u4e2d\u6771\u3067\u898f\u5236\u304c\u5f37\u5316\u3055\u308c\u305f\u3053\u3068\u306b\u3088\u308a\u3001\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\u3068\u7a0e\u52d9\u900f\u660e\u6027\u306e\u30c1\u30a7\u30c3\u30af\u304c\u53b3\u683c\u5316\u3055\u308c\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30d7\u30ed\u30bb\u30b9\u304c\u3055\u3089\u306b\u9045\u5ef6\u3057\u3066\u3044\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u8ab2\u984c\u306b\u3088\u308a\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30ea\u30b9\u30af\u304c\u751f\u3058\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u3001\u4e0d\u6b63\u884c\u70ba\u3001\u898f\u5236\u9055\u53cd\u306a\u3069\u306e\u6f5c\u5728\u7684\u30ea\u30b9\u30af\u306b\u3055\u3089\u3055\u308c\u3001\u30b3\u30b9\u30c8\u304c\u5897\u5927\u3057\u3001\u76ee\u306e\u80a5\u3048\u305f\u9867\u5ba2\u304c\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u6a5f\u95a2\u306b\u671f\u5f85\u3059\u308b\u304d\u3081\u7d30\u3084\u304b\u306a\u30b5\u30fc\u30d3\u30b9\u304c\u640d\u306a\u308f\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-customer-onboarding-in-private-banking-has-evolved-into-a-strategic-priority\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u6226\u7565\u7684\u91cd\u8981\u4e8b\u9805\u3078\u3068\u9032\u5316\u3057\u3066\u3044\u308b\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020\u5e74\u4ee5\u964d\u3001\u30de\u30fc\u30b8\u30f3\u5727\u7e2e\u3001\u898f\u5236\u30b3\u30b9\u30c8\u306e\u4e0a\u6607\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30a6\u30a7\u30eb\u30b9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u306e\u7af6\u4e89\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u53d6\u7de0\u5f79\u4f1a\u30ec\u30d9\u30eb\u306e\u61f8\u5ff5\u4e8b\u9805\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u6025\u901f\u306b\u9032\u5316\u3059\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u72b6\u6cc1\u306f\u3001\u4f01\u696d\u304c\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3057\u3001\u5c06\u6765\u306e\u6210\u9577\u6a5f\u4f1a\u3092\u6d3b\u304b\u3059\u305f\u3081\u306b\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6226\u7565\u3092\u9069\u5fdc\u3055\u305b\u308b\u3053\u3068\u3092\u4f59\u5100\u306a\u304f\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u52b9\u7387\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f01\u696d\u306b\u6226\u7565\u7684\u512a\u4f4d\u6027\u3092\u3082\u305f\u3089\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5358\u306a\u308b\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u696d\u52d9\u304b\u3089\u9577\u671f\u7684\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3078\u3068\u5909\u9769\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u898f\u5236\u8981\u4ef6\u3078\u306e\u6e96\u62e0\u3092\u4fdd\u8a3c\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u304c\u3053\u308c\u3089\u306e\u6226\u7565\u7684\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e3%82%92%e6%8c%81%e3%81%a4%e3%81%93%e3%81%a8%e3%81%af%e3%81%84%e3%81%8b%e3%81%ab%e6%9c%89%e7%9b%8a%e3%81%8b-%e3%81%9d%e3%81%ae%e5%be%b9%e5%ba%95%e5%88%86%e6%9e%90\/\" target=\"_self\">\u91d1\u878d\u6a5f\u95a2<\/a> \u52b9\u679c\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u3001\u65b0\u898f\u8cc7\u91d1\u3001\u30b7\u30a7\u30a2\u30fb\u30aa\u30d6\u30fb\u30a6\u30a9\u30ec\u30c3\u30c8\u3001\u7d39\u4ecb\u901f\u5ea6\u306b\u76f4\u63a5\u5f71\u97ff\u3059\u308b\u3053\u3068\u3092\u3054\u7406\u89e3\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e74\u95935\uff5e10\u30d1\u30fc\u30bb\u30f3\u30c8\u306e\u30de\u30fc\u30b8\u30f3\u5727\u7e2e\u306b\u3088\u308a\u3001\u9280\u884c\u306f\u696d\u52d9\u306e\u6700\u9069\u5316\u3092\u4f59\u5100\u306a\u304f\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30c7\u30e5\u30fc\u30fb\u30c7\u30a3\u30ea\u30b8\u30a7\u30f3\u30b9\u8981\u4ef6\u306e\u5f37\u5316\u306b\u3088\u308a\u3001\u898f\u5236\u8cbb\u7528\u304c15\uff5e20\uff05\u5897\u52a0\u3057\u307e\u3057\u305f\u3002.<\/li>\n\n\n\n<li>FATF\u30ac\u30a4\u30c0\u30f3\u30b9\u3001EU AMLD\u306e\u66f4\u65b0\u3001FINMA\u56de\u89a7\u3001\u304a\u3088\u3073UK FCA\u306e\u671f\u5f85\u306f\u3001\u69cb\u9020\u5316\u3055\u308c\u305f\u7ba1\u7406\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u300130\u65e5\u304b\u308960\u65e5\u3068\u3044\u3046\u91cd\u8981\u306a\u671f\u9593\u306b\u304a\u3044\u3066\u3001\u900f\u660e\u6027\u3001\u660e\u78ba\u306a\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3001\u305d\u3057\u3066\u7a4d\u6975\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u4fe1\u983c\u3068\u6e80\u8db3\u5ea6\u3092\u5f62\u6210\u3059\u308b\u6c7a\u5b9a\u7684\u306a\u77ac\u9593\u3067\u3059\u3002.<\/li>\n\n\n\n<li>\u9280\u884c\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3064\u3064\u3001\u9867\u5ba2\u306b\u512a\u3057\u3044\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u63d0\u4f9b\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-components-of-modern-customer-onboarding-in-private-banking\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u6700\u65b0\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30b3\u30a2\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u4ee3\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e9%a1%a7%e5%ae%a2%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e6%88%90%e5%8a%9f%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae\/\" target=\"_self\">\u30d0\u30f3\u30ad\u30f3\u30b0\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30b8\u30e3\u30fc\u30cb\u30fc\u306f\u3001\u521d\u56de\u63a5\u89e6\u304b\u3089\u6295\u8cc7\u5b9f\u884c\u307e\u3067\u3001\u3044\u304f\u3064\u304b\u306e\u76f8\u4e92\u306b\u95a2\u9023\u3059\u308b\u69cb\u6210\u8981\u7d20\u3067\u69cb\u6210\u3055\u308c\u3066\u3044\u307e\u3059\u3002 \u30c7\u30b8\u30bf\u30eb\u672c\u4eba\u78ba\u8a8d\u3092\u4e0d\u53ef\u6b20\u306a\u30b9\u30c6\u30c3\u30d7\u3068\u3057\u3066\u542b\u3080\u3001\u81ea\u52d5\u5316\u3068\u30c7\u30b8\u30bf\u30eb\u30c4\u30fc\u30eb\u306b\u3088\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8fc5\u901f\u5316\u306b\u3088\u308a\u3001\u9280\u884c\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30b9\u30d4\u30fc\u30c9\u3068\u52b9\u7387\u6027\u306b\u5bfe\u3059\u308b\u671f\u5f85\u306b\u5fdc\u3048\u3001\u3088\u308a\u8fc5\u901f\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u63d0\u4f9b\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-building-blocks\">\u4e3b\u8981\u306a\u69cb\u6210\u8981\u7d20<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u306e\u7279\u5b9a\u3068\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0<\/li>\n\n\n\n<li>KYC\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u3001KYB\uff08\u6cd5\u4eba\u78ba\u8a8d\uff09\u3001AML\uff08\u30de\u30cd\u30fc\u30fb\u30ed\u30fc\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\uff09\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\uff08\u5305\u62ec\u7684\u306aAML\u30c1\u30a7\u30c3\u30af\u3092\u542b\u3080\uff09\u3001\u3053\u308c\u3089\u306f\u91cd\u8981\u306a\u8981\u7d20\u3068\u3057\u3066 <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\u30ea\u30b9\u30af\u8a55\u4fa1\u3001\u304a\u3088\u3073\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u30ea\u30e2\u30fc\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u901a\u3058\u3066\u5b8c\u4e86\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u9867\u5ba2\u306f\u652f\u5e97\u306b\u7acb\u3061\u5bc4\u308b\u3053\u3068\u306a\u304f\u672c\u4eba\u78ba\u8a8d\u3092\u5b8c\u4e86\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u7a0e\u52d9\u304a\u3088\u3073\u898f\u5236\u4e0a\u306e\u5206\u985e\u3001CRS\u304a\u3088\u3073FATCA\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u542b\u307f\u307e\u3059\uff08CRS\uff1a\u5171\u901a\u5831\u544a\u57fa\u6e96\u3001\u91d1\u878d\u53e3\u5ea7\u60c5\u5831\u306e\u81ea\u52d5\u4ea4\u63db\u306b\u95a2\u3059\u308b\u56fd\u969b\u57fa\u6e96\uff1bFATCA\uff1a\u5916\u56fd\u53e3\u5ea7\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6cd5\u3001\u7c73\u56fd\u5c45\u4f4f\u8005\u306e\u53e3\u5ea7\u4fdd\u6709\u8005\u306b\u95a2\u3059\u308b\u60c5\u5831\u306e\u5831\u544a\u3092\u7fa9\u52d9\u4ed8\u3051\u308b\u7c73\u56fd\u6cd5\uff09<\/li>\n\n\n\n<li>\u627f\u8a8d\u304a\u3088\u3073\u53e3\u5ea7\u958b\u8a2d<\/li>\n\n\n\n<li>\u6700\u521d\u306e\u6295\u8cc7\u884c\u52d5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c7\u30fc\u30bf\u306e\u5358\u4e00\u306e\u771f\u5b9f\u306e\u6e90\u6cc9\u304c\u3001CRM\u3001\u30ea\u30b9\u30af\u30a8\u30f3\u30b8\u30f3\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u304a\u3088\u3073\u30ec\u30dd\u30fc\u30c8\u30b7\u30b9\u30c6\u30e0\u306b\u4f9b\u7d66\u3055\u308c\u308b\u3053\u3068\u304c\u3001\u6210\u529f\u306e\u9375\u3067\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3084\u96fb\u5b50\u7f72\u540d\u306a\u3069\u306e\u30bb\u30ad\u30e5\u30a2\u306a\u30c7\u30b8\u30bf\u30eb\u30c1\u30e3\u30cd\u30eb\u306f\u3001\u591a\u5fd9\u306a\u56fd\u969b\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u8ca0\u62c5\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002\u81ea\u52d5\u5316\u3068\u30c7\u30b8\u30bf\u30eb\u30c4\u30fc\u30eb\u306b\u3088\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8fc5\u901f\u5316\u306f\u3001\u696d\u52d9\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u6e80\u8db3\u5ea6\u3082\u9ad8\u3081\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-identification-profiling-and-relationship-scoping\">\u9867\u5ba2\u7279\u5b9a\u3001\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3001\u304a\u3088\u3073\u95a2\u4fc2\u6027\u30b9\u30b3\u30fc\u30d7\u5b9a\u7fa9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306f\u3001\u9867\u5ba2\u3001\u305d\u306e\u5bb6\u65cf\u3001\u6301\u3061\u682a\u4f1a\u793e\u3001\u4fe1\u8a17\u306e\u8a73\u7d30\u306a\u60c5\u5831\uff08\u5c45\u4f4f\u5730\u3001\u56fd\u7c4d\u3001\u8cc7\u7523\u6e90\u6cc9\u3092\u542b\u3080\uff09\u3092\u628a\u63e1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u6bb5\u968e\u3067\u306f\u3001\u9867\u5ba2\u306e\u8eab\u5143\u304a\u3088\u3073\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306e\u691c\u8a3c\u3001\u6b63\u78ba\u306aKYC\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u304a\u3088\u3073KYB\uff08\u6cd5\u4eba\u78ba\u8a8d\uff09\u30d7\u30ed\u30bb\u30b9\u306e\u78ba\u4fdd\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7dad\u6301\u306e\u305f\u3081\u306b\u3001\u4fe1\u983c\u3067\u304d\u308b\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u3078\u306e\u78ba\u5b9f\u306a\u30a2\u30af\u30bb\u30b9\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u6d3b\u52d5\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u5e83\u7bc4\u306a\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u91cd\u8981\u306a\u90e8\u5206\u3092\u5360\u3081\u3066\u304a\u308a\u3001\u521d\u671f\u306e\u8eab\u5143\u78ba\u8a8d\u304b\u3089\u5305\u62ec\u7684\u306a\u9867\u5ba2\u95a2\u4fc2\u306e\u69cb\u7bc9\u307e\u3067\u3001\u3059\u3079\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u3053\u306e\u6bb5\u968e\u306f\u3001\u30de\u30eb\u30c1\u30d6\u30c3\u30ad\u30f3\u30b0\u30bb\u30f3\u30bf\u30fc\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3001SPV\uff08\u7279\u5225\u76ee\u7684\u4f1a\u793e\uff09\u3001\u307e\u305f\u306f\u8ca1\u56e3\u304c\u95a2\u308f\u308b\u8907\u96d1\u306a\u3082\u306e\u3068\u3001\u5358\u7d14\u306a\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u533a\u5225\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u65e9\u671f\u306b\u6295\u8cc7\u76ee\u6a19\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3001\u304a\u3088\u3073\u6d41\u52d5\u6027\u30cb\u30fc\u30ba\u3092\u628a\u63e1\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/li>\n\n\n\n<li>ESG\uff08\u74b0\u5883\u30fb\u793e\u4f1a\u30fb\u30ac\u30d0\u30ca\u30f3\u30b9\uff09\u306e\u7fa9\u52d9\u306a\u3069\u306e\u7279\u5b9a\u306e\u5236\u7d04\u3092\u6587\u66f8\u5316\u3059\u308b.<\/li>\n\n\n\n<li>\u30a4\u30f3\u30bf\u30e9\u30af\u30c6\u30a3\u30d6\u306a\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306b\u3001\u9759\u7684\u306aPDF\u3067\u306f\u306a\u304f\u30c7\u30b8\u30bf\u30eb\u30a2\u30f3\u30b1\u30fc\u30c8\u3092\u4f7f\u7528\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/li>\n\n\n\n<li>\u8a31\u53ef <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e5%8a%b9%e6%9e%9c%e7%9a%84%e3%81%aa%e3%83%aa%e3%83%ac%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%82%b7%e3%83%83%e3%83%97%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ae%e3%81%9f\/\" target=\"_self\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/a> \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u5171\u540c\u3067\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3092\u6d17\u7df4\u3059\u308b.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-kyc-kyb-and-aml-screening-for-complex-private-banking-relationships\">\u8907\u96d1\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u53d6\u5f15\u306b\u304a\u3051\u308bKYC\u3001KYB\u3001AML\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u500b\u4eba\u5411\u3051KYC\u306b\u306f\u3001\u653f\u5e9c\u767a\u884c\u306e\u8eab\u5206\u8a3c\u660e\u66f8\u3001\u4f4f\u6240\u8a3c\u660e\u3001\u304a\u3088\u3073\u5bcc\u306e\u6e90\u6cc9\u306e\u8a3c\u660e\u304c\u5fc5\u8981\u3067\u3059\u3002\u6cd5\u4eba\u5411\u3051KYB\u306b\u306f\u3001\u767b\u8a18\u7c3f\u8b04\u672c\u3001\u682a\u4e3b\u540d\u7c3f\u3001\u304a\u3088\u3073 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e5%8f%97%e7%9b%8a%e6%a8%a9%e6%83%85%e5%a0%b1%e3%81%a8%e3%81%af\/\" target=\"_self\">\u53d7\u76ca\u6a29<\/a> \u500b\u4eba\u3078\u306e\u7279\u5b9a.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u7a2e\u985e<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4e3b\u306a\u8981\u4ef6<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u500b\u4eba<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>ID\u3001\u4f4f\u6240\u8a3c\u660e\u3001\u8cc7\u7523\u6e90\u8a3c\u660e\u66f8\u985e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u767b\u8a18\u7c3f\u8b04\u672c\u300125%\u306e\u95be\u5024\u306b\u57fa\u3065\u304f\u5b9f\u8cea\u7684\u6240\u6709\u8005\uff08UBO\uff09\u306e\u7279\u5b9a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u3059\u3079\u3066<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5236\u88c1\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3001PEP\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u4e0d\u5229\u76ca\u5831\u9053\u30c1\u30a7\u30c3\u30af<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u898f\u5247\u3068\u4e2d\u592e\u76e3\u67fb\u8a3c\u8de1\u3092\u5099\u3048\u305f\u81ea\u52d5\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30c4\u30fc\u30eb\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30a8\u30e9\u30fc\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30c4\u30fc\u30eb\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9054\u6210\u3068\u898f\u5236\u30ea\u30b9\u30af\u4f4e\u6e1b\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u6700\u65b0\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u8907\u96d1\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u898f\u5247\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3057\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u7ba1\u7406\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002InvestGlass\u306f\u3001\u5916\u90e8\u30c7\u30fc\u30bf\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u7d71\u5408\u3057\u306a\u304c\u3089\u3001\u30b3\u30a2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ed\u30b8\u30c3\u30af\u3092\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c8\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u5bfe\u3059\u308b\u4e3b\u6a29\u3092\u4fdd\u8b77\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-tax-regulatory-and-cross-border-suitability-checks\">\u7a0e\u52d9\u3001\u898f\u5236\u3001\u304a\u3088\u3073\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306f\u3001\u7a0e\u52d9\u8b58\u5225\u60c5\u5831\u3001CRS\uff08\u5171\u901a\u5831\u544a\u57fa\u6e96\uff09\u304a\u3088\u3073FATCA\uff08\u5916\u56fd\u53e3\u5ea7\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6cd5\uff09\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u53ce\u96c6\u3057\u3001\u5404\u9867\u5ba2\u306e\u56fd\u5883\u3092\u307e\u305f\u3050\u5831\u544a\u7fa9\u52d9\u3092\u8a55\u4fa1\u3057\u307e\u3059\u3002\uff08CRS\uff1a\u5171\u901a\u5831\u544a\u57fa\u6e96\u3001\u91d1\u878d\u53e3\u5ea7\u60c5\u5831\u306e\u81ea\u52d5\u4ea4\u63db\u306b\u95a2\u3059\u308b\u56fd\u969b\u7684\u67a0\u7d44\u307f\u3002FATCA\uff1a\u5916\u56fd\u53e3\u5ea7\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6cd5\u3001\u7c73\u56fd\u306e\u6cd5\u5f8b\u3067\u3001\u5916\u56fd\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u7c73\u56fd\u53e3\u5ea7\u6240\u6709\u8005\u306b\u95a2\u3059\u308b\u60c5\u5831\u306e\u5831\u544a\u3092\u7fa9\u52d9\u4ed8\u3051\u308b\u3082\u306e\u3067\u3059\u3002\uff09\u3053\u308c\u3089\u306e\u6d3b\u52d5\u306f\u3001\u56fd\u5883\u3092\u307e\u305f\u3050\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u305f\u5305\u62ec\u7684\u306a\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306e\u4e00\u90e8\u3092\u5f62\u6210\u3057\u307e\u3059\u3002\u56fd\u5883\u3092\u307e\u305f\u3050\u898f\u5247\u306f\u3001\u7279\u5b9a\u306e\u5e02\u5834\u306b\u5c45\u4f4f\u3059\u308b\u9867\u5ba2\u5411\u3051\u306e\u63d0\u4f9b\u5546\u54c1\u3092\u5236\u9650\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u88fd\u54c1\u3068\u6295\u8cc7\u306e\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u306f\u3001\u9867\u5ba2\u306e\u77e5\u8b58\u3092\u8a31\u5bb9\u3055\u308c\u308b\u91d1\u878d\u5546\u54c1\u306b\u7d50\u3073\u3064\u3051\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30eb\u30fc\u30eb\u30a8\u30f3\u30b8\u30f3\u306f\u3001\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u5168\u4f53\u3067\u4e00\u8cab\u3057\u3066\u5236\u7d04\u3092\u5f37\u5236\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>CRS\u3001FATCA\u3001\u304a\u3088\u3073\u73fe\u5730\u306e\u9069\u5408\u6027\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306e\u9075\u5b88\u306f\u3001\u898f\u5236\u4e0a\u306e\u554f\u984c\u3092\u9632\u6b62\u3057\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-approvals-account-opening-and-time-to-invest\">\u627f\u8a8d\u3001\u53e3\u5ea7\u958b\u8a2d\u3001\u304a\u3088\u3073\u6295\u8cc7\u307e\u3067\u306e\u671f\u9593<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u793e\u5185\u627f\u8a8d\u30eb\u30fc\u30c8\u306b\u306f\u3001\u901a\u5e38\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u3001\u305d\u3057\u3066\u5834\u5408\u306b\u3088\u3063\u3066\u306f\u6cd5\u52d9\u3084\u7a0e\u52d9\u306e\u5c02\u9580\u5bb6\u304c\u95a2\u308f\u308a\u307e\u3059\u3002\u5f93\u6765\u306e\u30e1\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u627f\u8a8d\u306f\u3001\u8cac\u4efb\u304c\u4e0d\u660e\u77ad\u306b\u306a\u308a\u3001\u610f\u601d\u6c7a\u5b9a\u3092\u9045\u3089\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u4f5c\u6210\u3057\u3001\u66f8\u985e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u81ea\u52d5KYC\u3001KYB\u3001AML\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u304c\u30c8\u30ea\u30ac\u30fc\u3055\u308c\u307e\u3057\u305f\u3002.<\/li>\n\n\n\n<li>\u7a0e\u52d9\u304a\u3088\u3073\u898f\u5236\u30c1\u30a7\u30c3\u30af\uff08CRS\u3001FATCA\uff09\u304c\u5b9f\u65bd\u3055\u308c\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u3001\u6cd5\u52d9\u30c1\u30fc\u30e0\u9593\u3067\u4e26\u884c\u627f\u8a8d\u304c\u9032\u307f\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u53e3\u5ea7\u958b\u8a2d\u624b\u9806\u304c\u751f\u6210\u3055\u308c\u3001\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u306b\u9001\u4fe1\u3055\u308c\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u6700\u521d\u306e\u6295\u8cc7\u884c\u52d5\u304c\u958b\u59cb\u3055\u308c\u307e\u3057\u305f\u3002.<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CHF 5000\u4e07\u306e\u59d4\u8a17\u6848\u4ef6\u306b\u304a\u3051\u308b30\u65e5\u9593\u306e\u77ed\u7e2e\u306f\u3001\u624b\u6570\u6599\u306e\u53ce\u76ca\u5316\u3092\u5927\u5e45\u306b\u52a0\u901f\u3055\u305b\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u6700\u65b0\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30b9\u30c6\u30fc\u30bf\u30b9\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3001\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30ed\u30b8\u30c3\u30af\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u53e3\u5ea7\u958b\u8a2d\u624b\u9806\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3053\u308c\u3089\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u52b9\u7387\u7684\u306b\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3057\u3001\u5404\u30b9\u30c6\u30c3\u30d7\u304c\u8ffd\u8de1\u3055\u308c\u3001\u671f\u9650\u5185\u306b\u5b8c\u4e86\u3067\u304d\u308b\u3088\u3046\u306b\u7ba1\u7406\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>InvestGlass\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u5185\u3067\u3001\u5b8c\u5168\u306a\u76e3\u67fb\u53ef\u80fd\u6027\u3092\u5099\u3048\u305f\u627f\u8a8d\u3092\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3057\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-client-experience-turning-a-compliance-journey-into-a-relationship-moment\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\uff1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u9053\u306e\u308a\u3092\u95a2\u4fc2\u69cb\u7bc9\u306e\u77ac\u9593\u306b\u5909\u3048\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u306f\u3001\u9867\u5ba2\u304c\u65b0\u3057\u3044\u9280\u884c\u3068\u306e\u95a2\u4fc2\u3092\u3069\u306e\u3088\u3046\u306b\u8a8d\u8b58\u3059\u308b\u304b\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u3002\u30b9\u30e0\u30fc\u30ba\u306a\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u7b2c\u4e00\u5370\u8c61\u3092\u9ad8\u3081\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u9577\u671f\u7684\u306a\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u80b2\u307f\u307e\u3059\u3002\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u306f\u3001\u5b98\u50da\u7684\u306a\u969c\u5bb3\u3067\u306f\u306a\u304f\u3001\u304d\u3081\u7d30\u3084\u304b\u306a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3068\u30c7\u30b8\u30bf\u30eb\u306e\u5229\u4fbf\u6027\u306e\u7d44\u307f\u5408\u308f\u305b\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u306f\u3001\u73fe\u4ee3\u306e\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u305f\u3001\u52b9\u7387\u7684\u3067\u76f4\u611f\u7684\u3067\u30a2\u30af\u30bb\u30b9\u3057\u3084\u3059\u3044\u30d7\u30ed\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u3089\u306e\u671f\u5f85\u306b\u5fdc\u3048\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6700\u521d\u306e30\u65e5\u304b\u308990\u65e5\u9593\u306f\u3001\u7a4d\u6975\u7684\u306a\u72b6\u6cc1\u5831\u544a\u304c\u4fe1\u983c\u3092\u7bc9\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30e2\u30d0\u30a4\u30eb\u307e\u305f\u306f\u30c7\u30b9\u30af\u30c8\u30c3\u30d7\u3067\u306e\u81ea\u5df1\u30da\u30fc\u30b9\u3067\u306e\u5b8c\u4e86\u306f\u3001\u5fd9\u3057\u3044\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u660e\u78ba\u306a\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u3068\u4e0d\u8db3\u3057\u3066\u3044\u308b\u30a2\u30a4\u30c6\u30e0\u306e\u53ef\u8996\u5316\u306f\u3001\u30d5\u30e9\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-advisor-led-digital-collaboration\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u4e3b\u5c0e\u306e\u30c7\u30b8\u30bf\u30eb\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u96fb\u5b50\u30d5\u30a9\u30fc\u30e0\u3084\u66f8\u985e\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u6848\u5185\u3067\u304d\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%e9%a1%a7%e5%ae%a2%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab%e3%82%92%e5%88%a9%e7%94%a8%e3%81%99%e3%82%8b%e3%83%a1%e3%83%aa%e3%83%83%e3%83%88\/\" target=\"_self\">\u30bb\u30ad\u30e5\u30a2\u30dd\u30fc\u30bf\u30eb<\/a>, \u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u76f4\u63a5\u9023\u643a\u3057\u3066\u66f8\u985e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3067\u304d\u308b\u5c02\u7528\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30dd\u30fc\u30bf\u30eb\u3092\u542b\u307f\u3001\u30c7\u30b8\u30bf\u30eb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u898f\u5236\u9075\u5b88\u3084\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30d7\u30ed\u30bb\u30b9\u3092\u542b\u3080\u8907\u96d1\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u8981\u4ef6\u3092\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u53cc\u65b9\u3067\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u5fc5\u9808\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u3001\u76ee\u6a19\u3084\u9577\u671f\u8a08\u753b\u306b\u95a2\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u6a5f\u4f1a\u3078\u3068\u5909\u308f\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9032\u6357\u72b6\u6cc1\u3092\u76e3\u8996\u3057\u3001\u30d5\u30e9\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u304c\u751f\u3058\u308b\u524d\u306b\u4ecb\u5165\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3044\u3066\u306f\u3001\u5b8c\u5168\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3088\u308a\u3082\u5354\u8abf\u7684\u306a\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u65b9\u304c\u512a\u308c\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u4eba\u9593\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u3068\u30c7\u30b8\u30bf\u30eb\u30c4\u30fc\u30eb\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u76ee\u306e\u80a5\u3048\u305f\u9867\u5ba2\u304c\u671f\u5f85\u3059\u308b\u5168\u4f53\u7684\u306a\u9867\u5ba2\u4f53\u9a13\u304c\u751f\u307e\u308c\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-omnichannel-and-cross-border-journeys\">\u30aa\u30e0\u30cb\u30c1\u30e3\u30cd\u30eb\u3068\u8d8a\u5883\u30b8\u30e3\u30fc\u30cb\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b8\u30e5\u30cd\u30fc\u30d6\u3067\u306f\u30bf\u30d6\u30ec\u30c3\u30c8\u3067\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u958b\u59cb\u3057\u3001\u30ed\u30f3\u30c9\u30f3\u3067\u306f\u30e9\u30c3\u30d7\u30c8\u30c3\u30d7\u3067\u7d99\u7d9a\u3057\u3001\u79fb\u52d5\u4e2d\u306f\u30e2\u30d0\u30a4\u30eb\u3067\u5b8c\u4e86\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u305f\u3081\u3001\u30c1\u30e3\u30cd\u30eb\u3084\u8a00\u8a9e\u3092\u6a2a\u65ad\u3057\u305f\u5358\u4e00\u3067\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u4f53\u9a13\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u9593\u3067\u30c7\u30fc\u30bf\u3084\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u91cd\u8907\u304c\u306a\u3044\u3053\u3068\u3002.<\/li>\n\n\n\n<li>\u3059\u3079\u3066\u306e\u30c1\u30e3\u30cd\u30eb\u3067\u3001\u30bb\u30ad\u30e5\u30a2\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u4ea4\u63db\u3001\u96fb\u5b50\u7f72\u540d\u304c\u5229\u7528\u53ef\u80fd\u3067\u3059\u3002.<\/li>\n\n\n\n<li>InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c8\u3055\u308c\u308b\u3001\u9280\u884c\u30d6\u30e9\u30f3\u30c9\u306e\u7d71\u5408\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3059\u3079\u3066\u306e\u30c1\u30e3\u30cd\u30eb\u3068\u30c7\u30d0\u30a4\u30b9\u3067\u540c\u3058\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u4f53\u9a13\u3067\u304d\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-risk-management-compliance-and-perpetual-kyc-in-private-banking\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u30ea\u30b9\u30af\u7ba1\u7406\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u304a\u3088\u3073\u30d1\u30fc\u30da\u30c1\u30e5\u30a2\u30ebKYC<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u7d99\u7d9a\u7684\u306a\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u59cb\u307e\u308a\u3092\u793a\u3057\u307e\u3059\u3002\u30e8\u30fc\u30ed\u30c3\u30d1\u3001\u82f1\u56fd\u3001\u30b9\u30a4\u30b9\u3001\u4e2d\u6771\u5168\u4f53\u3067\u306e\u898f\u5236\u5f53\u5c40\u306e\u671f\u5f85\u306f\u3001\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u3067\u306f\u306a\u304f\u3001\u30a4\u30d9\u30f3\u30c8\u306b\u57fa\u3065\u3044\u3066\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u66f4\u65b0\u3055\u308c\u308b\u3001\u30d1\u30fc\u30da\u30c1\u30e5\u30a2\u30ebKYC\u3092\u901a\u3058\u305f\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\uff08KYC\uff1aKnow Your Customer\u3001\u91d1\u878d\u72af\u7f6a\u3092\u9632\u6b62\u3059\u308b\u305f\u3081\u306b\u9867\u5ba2\u306e\u8eab\u5143\u3092\u78ba\u8a8d\u3059\u308b\u30d7\u30ed\u30bb\u30b9\uff09\u3002\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u3053\u308c\u3089\u306e\u7d99\u7d9a\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3088\u3046\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u304a\u3088\u3073\u898f\u5236\u57fa\u6e96\u304c\u5f53\u521d\u304b\u3089\u9075\u5b88\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u5b9f\u8df5\u306f\u3001\u3088\u308a\u5e83\u7bc4\u306a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30bb\u30af\u30bf\u30fc\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u9280\u884c\u3084\u91d1\u878d\u6a5f\u95a2\u304c\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u3001\u30ea\u30b9\u30af\u3092\u7ba1\u7406\u3057\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u3092\u652f\u63f4\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u306e\u30c7\u30fc\u30bf\u54c1\u8cea\u306e\u4f4e\u3055\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306e20\u301c30\uff05\u306e\u5e2f\u57df\u5e45\u3092\u5438\u53ce\u3059\u308b\u3001\u30b3\u30b9\u30c8\u306e\u304b\u304b\u308b\u662f\u6b63\u63aa\u7f6e\u3092\u5f15\u304d\u8d77\u3053\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u30a2\u30bb\u30b9\u30e1\u30f3\u30c8\u306f\u521d\u65e5\u304b\u3089\u7d44\u307f\u8fbc\u307e\u308c\u3001\u7d99\u7d9a\u7684\u306b\u7dad\u6301\u3055\u308c\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%af%e3%83%a9%e3%82%a4%e3%82%a2%e3%83%b3%e3%83%88%e3%83%bb%e3%83%a9%e3%82%a4%e3%83%95%e3%82%b5%e3%82%a4%e3%82%af%e3%83%ab%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e9%8a%80\/\" target=\"_self\">\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb<\/a>.<\/li>\n\n\n\n<li>\u30a4\u30d9\u30f3\u30c8\u30d9\u30fc\u30b9\u306e\u30c8\u30ea\u30ac\u30fc\u304c\u3001\u904b\u7528\u52b9\u7387\u306e\u305f\u3081\u306b\u7db2\u7f85\u7684\u306a\u76e3\u67fb\u3092\u7f6e\u304d\u63db\u3048\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-a-high-quality-sovereign-client-data-foundation\">\u9ad8\u54c1\u8cea\u3067\u81ea\u5f8b\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u57fa\u76e4\u306e\u69cb\u7bc9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b63\u78ba\u3067\u69cb\u9020\u5316\u3055\u308c\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u306b\u53ce\u96c6\u3055\u308c\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u306e\u57fa\u76e4\u3068\u306a\u308a\u307e\u3059\u3002\u52b9\u679c\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c7\u30fc\u30bf\u7ba1\u7406\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u901a\u3058\u3066\u30c7\u30fc\u30bf\u306e\u6574\u5408\u6027\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u4e00\u822c\u7684\u306a\u554f\u984c\u3068\u3057\u3066\u306f\u3001\u81ea\u7531\u8a18\u8ff0\u6b04\u3001\u4e00\u8cab\u6027\u306e\u306a\u3044\u56fd\u30b3\u30fc\u30c9\u3001\u500b\u4eba\u3068\u6cd5\u4eba\u9593\u306e\u30ea\u30f3\u30af\u306e\u6b20\u843d\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5bcc\u306e\u6e90\u6cc9\u3001\u53ce\u5165\u306e\u6d41\u308c\u3001PEPs\uff08\u653f\u6cbb\u7684\u5f71\u97ff\u529b\u306e\u3042\u308b\u4eba\u7269\uff09\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u304a\u3088\u3073\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u5730\u3092\u6a19\u6e96\u5316\u3059\u308b\u3002.<\/li>\n\n\n\n<li>\u5fc5\u9808\u9805\u76ee\u3068\u5165\u529b\u898f\u5247\u3092\u4f7f\u7528\u3057\u3066\u30a8\u30e9\u30fc\u3092\u6e1b\u3089\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/li>\n\n\n\n<li>\u30b4\u30fc\u30eb\u30c7\u30f3\u30ec\u30b3\u30fc\u30c9\u306f\u3001\u30b9\u30a4\u30b9\u56fd\u5185\u306e\u9280\u884c\u7ba1\u7406\u4e0b\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u7dad\u6301\u3057\u3001\u5916\u56fd\u306e\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306f\u907f\u3051\u3066\u304f\u3060\u3055\u3044\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-event-based-monitoring-and-perpetual-kyc\">\u30a4\u30d9\u30f3\u30c8\u30d9\u30fc\u30b9\u306e\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3068\u30d1\u30fc\u30da\u30c1\u30e5\u30a2\u30ebKYC<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u30a4\u30d9\u30f3\u30c8\u30c8\u30ea\u30ac\u30fc\u306b\u306f\u3001\u9ad8\u30ea\u30b9\u30af\u7ba1\u8f44\u533a\u57df\u3078\u306e\u4f4f\u6240\u5909\u66f4\u3001PEP\uff08\u516c\u7684\u8981\u4eba\uff09\u30b9\u30c6\u30fc\u30bf\u30b9\u306e\u6607\u683c\u3001\u4f01\u696d\u518d\u7de8\u3001\u30cd\u30ac\u30c6\u30a3\u30d6\u30e1\u30c7\u30a3\u30a2\u306e\u5831\u9053\u306a\u3069\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30a2\u30e9\u30fc\u30c8\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u304c\u771f\u306e\u30ea\u30b9\u30af\u5909\u66f4\u306b\u96c6\u4e2d\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u7d99\u7d9a\u7684\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u3057\u3066\u77e5\u3089\u308c\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u95a2\u4fc2\u5168\u4f53\u3092\u901a\u3058\u3066\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30ea\u30b9\u30af\u7ba1\u7406\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u898f\u5236\u691c\u67fb\u306e\u305f\u3081\u306b\u3001\u3059\u3079\u3066\u306e\u884c\u52d5\u3068\u6c7a\u5b9a\u3092\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3068\u3068\u3082\u306b\u8a18\u9332\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30a4\u30d9\u30f3\u30c8\u767a\u751f\u6642\u306b\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3001\u30bf\u30b9\u30af\u5272\u308a\u5f53\u3066\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u66f4\u65b0\u3092\u8abf\u6574\u3059\u308b\u3002.<\/li>\n\n\n\n<li>\u4e00\u8cab\u3057\u305f\u76e3\u8996\u3092\u901a\u3058\u3066\u3001\u9577\u671f\u7684\u306a\u5b89\u5168\u6027\u3068\u8a55\u5224\u3092\u69cb\u7bc9\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-technology-foundations-for-efficient-sovereign-private-banking-onboarding\">\u52b9\u7387\u7684\u304b\u3064\u4e3b\u6a29\u7684\u306a\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u57fa\u76e4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u8fd1\u4ee3\u5316\u3057\u3064\u3064\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u4fdd\u8b77\u3059\u308b\u305f\u3081\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u80fd\u529b\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u5805\u7262\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306f\u3001\u5b89\u5168\u304b\u3064\u52b9\u7387\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u304a\u3044\u3066\u3001\u30a2\u30e1\u30ea\u30ab\u3084\u4e2d\u56fd\u306e\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3078\u306e\u4f9d\u5b58\u3092\u907f\u3051\u305f\u3044\u3068\u8003\u3048\u3066\u3044\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\/be04bb27-0a4e-4760-a7b1-63d47ee36221.png\" alt=\"\u3053\u306e\u753b\u50cf\u306b\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u6280\u8853\u7684\u9032\u6b69\u3092\u5f37\u8abf\u3059\u308b\u3001\u30b5\u30fc\u30d0\u30fc\u304c\u6574\u7136\u3068\u4e26\u3093\u3060\u5b89\u5168\u3067\u8fd1\u4ee3\u7684\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u63cf\u304b\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u74b0\u5883\u306f\u3001\u696d\u52d9\u52b9\u7387\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u3001\u91d1\u878d\u6a5f\u95a2\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30ea\u30b9\u30af\u8a55\u4fa1\u3092\u78ba\u5b9f\u306b\u3057\u307e\u3059\u3002.\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-workflow-orchestration-and-integration\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u30a4\u30f3\u30c6\u30b0\u30ec\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u592e\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30a8\u30f3\u30b8\u30f3\u304c\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u3001\u6cd5\u52d9\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30c1\u30fc\u30e0\u3092\u6a2a\u65ad\u3059\u308b\u30bf\u30b9\u30af\u3092\u8abf\u6574\u3057\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u81ea\u52d5\u5316\u306f\u3001\u5b9a\u578b\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bf\u30b9\u30af\u3092\u5408\u7406\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u624b\u4f5c\u696d\u3092\u524a\u6e1b\u3057\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u306e\u52b9\u7387\u3092\u9ad8\u3081\u307e\u3059\u3002\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3001\u6587\u66f8\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3001\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3001\u96fb\u5b50\u7f72\u540d\u3068\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u4e8c\u91cd\u5165\u529b\u304c\u9632\u6b62\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>InvestGlass\u306f\u3001\u660e\u78ba\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u5099\u3048\u305f\u3053\u308c\u3089\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u63a5\u7d9a\u3059\u308b\u30cf\u30d6\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u8a2d\u5b9a\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001IT\u74b0\u5883\u3092\u518d\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306a\u304f\u898f\u5236\u5909\u66f4\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u4f8b\uff1a<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3092\u30ad\u30e3\u30d7\u30c1\u30e3\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u81ea\u52d5KYC\u3092\u5b9f\u884c\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u7a0e\u52d9\u898f\u5247\u30c1\u30a7\u30c3\u30af\u3092\u5b9f\u884c\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u4e26\u884c\u627f\u8a8d\u304c\u9032\u307f\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0API\u304c\u53e3\u5ea7\u3092\u6709\u52b9\u5316\u3057\u307e\u3059\u3002.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-assisted-document-and-data-handling\">AI\u652f\u63f4\u6587\u66f8\u30fb\u30c7\u30fc\u30bf\u51e6\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u77e5\u80fd\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u306b\u63d0\u51fa\u3055\u308c\u305f\u30d1\u30b9\u30dd\u30fc\u30c8\u3001\u4f1a\u793e\u767b\u8a18\u7c3f\u3001\u516c\u5171\u6599\u91d1\u306e\u8acb\u6c42\u66f8\u3001\u5bcc\u88d5\u5c64\u30ec\u30dd\u30fc\u30c8\u3092\u81ea\u52d5\u7684\u306b\u5206\u985e\u3067\u304d\u307e\u3059\u3002\u81ea\u52d5\u62bd\u51fa\u306b\u3088\u308a\u3001\u4e3b\u8981\u306a\u30c7\u30fc\u30bf\u30d5\u30a3\u30fc\u30eb\u30c9\u309295\u30d1\u30fc\u30bb\u30f3\u30c8\u306e\u7cbe\u5ea6\u3067\u691c\u8a3c\u3057\u307e\u3059\u3002\u81ea\u52d5\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u30d7\u30ed\u30bb\u30b9\u3092\u30b9\u30d4\u30fc\u30c9\u30a2\u30c3\u30d7\u3057\u3001\u30a8\u30e9\u30fc\u3092\u524a\u6e1b\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u306f\u3088\u308a\u52b9\u7387\u7684\u306b\u9867\u5ba2\u3092\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u81ea\u52d5\u5316\u306f\u51e6\u7406\u3092\u9ad8\u901f\u5316\u3057\u3001\u4eba\u9593\u306e\u5c02\u9580\u5bb6\u3092\u5224\u65ad\u304c\u91cd\u8981\u3068\u306a\u308b\u30b1\u30fc\u30b9\u306b\u96c6\u4e2d\u3055\u305b\u307e\u3059\u3002.<\/li>\n\n\n\n<li>InvestGlass\u306f\u3001\u7ba1\u7406\u3055\u308c\u305f\u74b0\u5883\u5185\u3067AI\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u9280\u884c\u306f\u3001\u751f\u306e\u6587\u66f8\u3092\u5916\u90e8\u306e\u6d88\u8cbb\u8005\u5411\u3051\u30af\u30e9\u30a6\u30c9\u306b\u9001\u4fe1\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u81ea\u52d5\u5316\u306e\u6069\u6075\u3092\u53d7\u3051\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-hosting-data-sovereignty-and-vendor-independence\">\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u30d9\u30f3\u30c0\u30fc\u4f9d\u5b58\u304b\u3089\u306e\u72ec\u7acb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u307e\u305f\u306f\u4e2d\u56fd\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u4f9d\u5b58\u3057\u306a\u3044\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u597d\u3093\u3067\u3044\u307e\u3059\u3002\u61f8\u5ff5\u4e8b\u9805\u3068\u3057\u3066\u306f\u3001\u57df\u5916\u9069\u7528\u6cd5\u3001\u5730\u653f\u5b66\u7684\u4e0d\u78ba\u5b9f\u6027\u3001\u9867\u5ba2\u306e\u6a5f\u5bc6\u4fdd\u6301\u306b\u95a2\u3059\u308b\u671f\u5f85\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u5c55\u958b\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u9280\u884c\u306f\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u3068\u30ac\u30d0\u30ca\u30f3\u30b9\u3092\u5b8c\u5168\u306b\u5236\u5fa1\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u4e2d\u306b\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u60c5\u5831\u3092\u4fdd\u8b77\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u78ba\u4fdd\u3057\u3001\u6a5f\u5bc6\u4fdd\u6301\u3068\u30c7\u30fc\u30bf\u4fdd\u8b77\u306b\u95a2\u3059\u308b\u53b3\u683c\u306a\u671f\u5f85\u306b\u5fdc\u3048\u307e\u3059\u3002\u3053\u306e\u30e2\u30c7\u30eb\u306f\u3001\u9280\u884c\u79d8\u5bc6\u306e\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u72ec\u7acb\u6027\u3092\u512a\u5148\u3059\u308b\u6a5f\u95a2\u306b\u3068\u3063\u3066InvestGlass\u3092\u4e3b\u6a29\u7684\u306a\u4ee3\u66ff\u6848\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-transforms-customer-onboarding-in-private-banking\">InvestGlass\u306f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u3069\u306e\u3088\u3046\u306b\u5909\u9769\u3059\u308b\u304b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u5411\u3051\u306b\u30bc\u30ed\u304b\u3089\u8a2d\u8a08\u3055\u308c\u305f\u3001\u30b9\u30a4\u30b9\u306e\u72ec\u7acb\u7cfbCRM\u304a\u3088\u3073\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u3057\u3066\u3001InvestGlass\u306f\u3001\u30c6\u30fc\u30e9\u30fc\u30c9\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u304a\u3088\u3073\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u56fa\u6709\u306e\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u6700\u65b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b3\u30f3\u30bb\u30d7\u30c8\u3092\u5177\u4f53\u7684\u306a\u6a5f\u80fd\u3078\u3068\u7ffb\u8a33\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6a19\u6e96\u30b1\u30fc\u30b9\u3067\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u671f\u9593\u304c\u6570\u9031\u9593\u304b\u3089\u6570\u65e5\u306b\u77ed\u7e2e\u3055\u308c\u307e\u3057\u305f\u3002.<\/li>\n\n\n\n<li>\u5b8c\u5168\u306b\u30c7\u30b8\u30bf\u30eb\u5316\u3055\u308c\u305f\u5834\u5408\u3001\u8907\u96d1\u306a\u30b1\u30fc\u30b9\u306f60\u65e5\u4ee5\u5185\u306b\u5b8c\u4e86\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u904b\u7528\u30b3\u30b9\u30c8\u309220\u301c30\uff05\u524a\u6e1b\u3057\u307e\u3057\u305f\u3002.<\/li>\n\n\n\n<li>\u5408\u7406\u5316\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u9ad8\u3081\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306b\u3088\u308b\u5b8c\u5168\u306a\u30c7\u30fc\u30bf\u4e3b\u6a29\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-end-to-end-private-banking-onboarding-workflows\">\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u9280\u884c\u304c\u30d7\u30ed\u30b9\u30da\u30af\u30c8\u6355\u7372\u304b\u3089\u627f\u8a8d\u3001\u53e3\u5ea7\u958b\u8a2d\u307e\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u8a2d\u8a08\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u306f\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u5408\u7406\u5316\u3057\u3001\u624b\u52d5\u4ecb\u5165\u3092\u6e1b\u3089\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u52a0\u901f\u3055\u305b\u307e\u3059\u3002\u8a2d\u5b9a\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30bf\u30a4\u30d7\u306b\u5bfe\u5fdc\u3057\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u627f\u8a8d\u306e\u57cb\u3081\u8fbc\u307f\u3001\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3001\u30b9\u30c6\u30fc\u30bf\u30b9\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u3088\u308a\u3001\u30d5\u30a1\u30a4\u30eb\u306e\u9032\u884c\u3092\u30b9\u30e0\u30fc\u30ba\u306b\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3092\u7f6e\u304d\u63db\u3048\u305a\u306b\u7d71\u5408\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u901a\u5e38\u306e\u65c5<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3088\u308b\u30c7\u30b8\u30bf\u30eb\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u5b9f\u65bd.<\/li>\n\n\n\n<li>\u6587\u66f8\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9.<\/li>\n\n\n\n<li>\u81ea\u52d5\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\uff08KYC\u3001KYB\u3001AML\uff09.<\/li>\n\n\n\n<li>\u4e26\u884c\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ec\u30d3\u30e5\u30fc.<\/li>\n\n\n\n<li>\u30a2\u30ab\u30a6\u30f3\u30c8\u3092\u6709\u52b9\u306b\u3059\u308b.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrated-crm-kyc-portfolio-management-and-client-portal\">\u7d71\u5408CRM\u3001KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001CRM\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30921\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3057\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u7d71\u5408\u306f\u3001\u30c7\u30fc\u30bf\u30b5\u30a4\u30ed\u3092\u9632\u304e\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u9867\u5ba2\u4f53\u9a13\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u6295\u8cc7\u63d0\u6848\u307e\u3067\u3001\u60c5\u5831\u304c\u30b9\u30e0\u30fc\u30ba\u306b\u6d41\u308c\u308b\u304b\u3089\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u306e\u65ad\u7247\u5316\u3092\u9632\u304e\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u6295\u8cc7\u63d0\u6848\u307e\u3067\u60c5\u5831\u304c\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u6d41\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30bb\u30ad\u30e5\u30a2 <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\">\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u7528\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30dd\u30fc\u30bf\u30eb<\/a> \u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u96fb\u5b50\u7f72\u540d\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30ec\u30d3\u30e5\u30fc\u3002.<\/li>\n\n\n\n<li>\u3059\u3079\u3066\u306e\u6a5f\u80fd\u306f\u9280\u884c\u306e\u30d6\u30e9\u30f3\u30c9\u3067\u904b\u55b6\u3055\u308c\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30b9\u30bf\u30c3\u30af\u306f\u30b9\u30a4\u30b9\u56fd\u5185\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u4fdd\u5b88\u3055\u308c\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-automation-and-audit-ready-records\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u81ea\u52d5\u5316\u3068\u76e3\u67fb\u5bfe\u5fdc\u8a18\u9332<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u3068\u306e\u9023\u643a\u3092\u901a\u3058\u3066\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3001\u5236\u88c1\u3001PEP\u30c1\u30a7\u30c3\u30af\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306e\u3059\u3079\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u660e\u78ba\u306a\u30e6\u30fc\u30b6\u30fc\u5e30\u5c5e\u3068\u3068\u3082\u306b\u76e3\u67fb\u76ee\u7684\u3067\u8a18\u9332\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u898f\u5236\u9075\u5b88\u8981\u4ef6\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u3001\u5305\u62ec\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u76e3\u67fb\u8a3c\u8de1\u304c\u4f5c\u6210\u3055\u308c\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>\u898f\u5236\u4e0a\u306e\u671f\u5f85<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u80fd\u529b<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5bcc\u88d5\u5c64\u306e\u5206\u6790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5fc5\u9808\u8a3c\u62e0\u4ed8\u304d\u306e\u69cb\u9020\u5316\u30d5\u30a9\u30fc\u30e0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5236\u88c1\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u5408\u3055\u308c\u305fAPI\u30c1\u30a7\u30c3\u30af\u3068\u76e3\u67fb\u30ed\u30b0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7d99\u7d9a\u7684\u306a\u76e3\u8996<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a4\u30d9\u30f3\u30c8\u30d9\u30fc\u30b9\u306e\u30c8\u30ea\u30ac\u30fc\u3068\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-considerations-and-next-steps-for-private-banks\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u306e\u5c0e\u5165\u691c\u8a0e\u4e8b\u9805\u3068\u6b21\u306e\u30b9\u30c6\u30c3\u30d7<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u306a\u6307\u6a19\uff08\u30a2\u30af\u30c6\u30a3\u30d9\u30fc\u30b7\u30e7\u30f3\u307e\u3067\u306e\u6642\u9593\u3001NIGO\u7387\u306a\u3069\uff09\u3092\u8a55\u4fa1\u3057\u3066\u3001\u73fe\u5728\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u6210\u719f\u5ea6\u3092\u8a55\u4fa1\u3057\u307e\u3059\u3002 (NIGO\uff1aNot In Good Order\u3001\u4e0d\u5b8c\u5168\u307e\u305f\u306f\u30a8\u30e9\u30fc\u304c\u542b\u307e\u308c\u3066\u304a\u308a\u3001\u8ffd\u52a0\u306e\u30ec\u30d3\u30e5\u30fc\u307e\u305f\u306f\u4fee\u6b63\u304c\u5fc5\u8981\u306a\u30d5\u30a1\u30a4\u30eb\u307e\u305f\u306f\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u6307\u3057\u307e\u3059\u3002) \u6bb5\u968e\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u52b9\u679c\u7684\u3067\u3042\u308a\u3001\u307e\u305a1\u3064\u306e\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\u3067\u30c7\u30b8\u30bf\u30eb\u6587\u66f8\u53ce\u96c6\u3092\u958b\u59cb\u3057\u3066\u304b\u3089\u3001\u62e1\u5927\u3057\u307e\u3059\u3002\u5b9f\u88c5\u306f\u3001\u614e\u91cd\u306a\u8a08\u753b\u3068\u4e3b\u8981\u306a\u95a2\u4fc2\u8005\u306e\u95a2\u4e0e\u3092\u5fc5\u8981\u3068\u3059\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3068\u3057\u3066\u6271\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30dd\u30fc\u30bf\u30eb\u306e\u6a5f\u80fd\u306b\u3064\u3044\u3066\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3059\u308b.<\/li>\n\n\n\n<li>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u8a2d\u8a08\u306e\u521d\u671f\u6bb5\u968e\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7d44\u307f\u8fbc\u3080\u3002.<\/li>\n\n\n\n<li>\u65b0\u3057\u3044\u6a5f\u80fd\u306b\u5408\u308f\u305b\u3066\u5185\u90e8\u30dd\u30ea\u30b7\u30fc\u3092\u66f4\u65b0\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>InvestGlass\u306f\u3001\u65e2\u5b58\u306e\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u304a\u3088\u3073\u30ea\u30b9\u30af\u30a8\u30f3\u30b8\u30f3\u3068\u7d71\u5408\u3055\u308c\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u3001\u8cb4\u6a5f\u95a2\u306b\u5408\u308f\u305b\u305f\u4e3b\u6a29\u8005\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u8a2d\u8a08\u3059\u308b\u305f\u3081\u306e\u6982\u5ff5\u5b9f\u8a3c\u3092\u691c\u8a0e\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-building-a-sovereign-client-centric-onboarding-future\">\u7d50\u8ad6\uff1a\u4e3b\u6a29\u3092\u78ba\u7acb\u3057\u3001\u9867\u5ba2\u4e2d\u5fc3\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u672a\u6765\u3092\u69cb\u7bc9\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u696d\u52d9\u304b\u3089\u3001\u53ce\u76ca\u6027\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3001\u9577\u671f\u7684\u306a\u95a2\u4fc2\u69cb\u7bc9\u306e\u4e2d\u5fc3\u7684\u306a\u63a8\u9032\u529b\u3078\u3068\u5909\u5316\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u4e0d\u53ef\u6b20\u306a\u8981\u7d20\u306b\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u7d71\u5408\u3055\u308c\u305f\u30ea\u30b9\u30af\u7ba1\u7406\u3001\u9867\u5ba2\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u306a\u4f53\u9a13\u3001\u8cea\u306e\u9ad8\u3044\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c7\u30fc\u30bf\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u91cd\u8981\u6027\u304c\u5897\u3059\u306b\u3064\u308c\u3066\u3001\u3088\u308a\u8fc5\u901f\u3067\u5b89\u5168\u3001\u304b\u3064\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u53ef\u80fd\u306b\u3057\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306e\u672a\u6765\u3092\u5f62\u4f5c\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<ul 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process of welcoming high net worth and ultra-high net worth individuals, their families, trusts, and holding companies into a banking relationship. This guide is intended for private banking executives, compliance officers, and technology leaders seeking to modernize their onboarding processes. Effective onboarding is now a strategic differentiator in private banking, impacting profitability, client satisfaction, and regulatory compliance. Digital onboarding has emerged as a modern solution, streamlining the onboarding process while enhancing both compliance and the overall client experience. The approach to client onboarding is now recognised as a comprehensive, strategic process that leverages technology, automation, regulatory compliance, and customisation based on [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48942,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[36,45],"class_list":["post-49353","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 v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Customer Onboarding in Private Banking Explained<\/title>\n<meta name=\"description\" content=\"Explore the nuances of customer onboarding in private banking and learn how to enhance client experience through modernization.\" \/>\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\/\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What Is Customer Onboarding in Private Banking? 2026 Guide for Sovereign-Minded Institutions\" \/>\n<meta property=\"og:description\" content=\"Customer onboarding in private banking refers to the comprehensive process of\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-24T07:49:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-24T07:49:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/d680a629-b2a6-4f20-b050-5079af441176.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1344\" \/>\n\t<meta property=\"og:image:height\" content=\"768\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u57f7\u7b46\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data2\" content=\"14\u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u8aac\u660e","description":"\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30cb\u30e5\u30a2\u30f3\u30b9\u3092\u6398\u308a\u4e0b\u3052\u3001\u6700\u65b0\u5316\u3092\u901a\u3058\u3066\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u65b9\u6cd5\u3092\u5b66\u3073\u307e\u3059\u3002.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/ja\/\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308b\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\/","og_locale":"ja_JP","og_type":"article","og_title":"What Is Customer Onboarding in Private Banking? 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