{"id":49367,"date":"2026-03-25T11:24:38","date_gmt":"2026-03-25T10:24:38","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49367"},"modified":"2026-04-22T11:49:11","modified_gmt":"2026-04-22T09:49:11","slug":"%e3%82%bb%e3%83%bc%e3%83%ab%e3%82%b9%e3%82%92%e8%b6%85%e3%81%88%e3%81%a6%e3%80%82%e9%8a%80%e8%a1%8c%e3%80%81%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%9e%e3%83%8d%e3%83%bc%e3%82%b8%e3%83%a3%e3%83%bc","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/beyond-sales-the-best-crm-for-banks-wealth-managers-investglass\/","title":{"rendered":"\u30bb\u30fc\u30eb\u30b9\u3092\u8d85\u3048\u3066\uff1a\u9280\u884c\u30fb\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u5411\u3051\u6700\u9ad8\u306eCRM - InvestGlass"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-introduction\">\u306f\u3058\u3081\u306b<\/h2>\n\n\n\n<p 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class=\"wp-block-paragraph\"><strong>\u4f55\u3092\u5b66\u3076\u304b<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u306a\u305c\u6c4e\u7528\u7684\u306a\u8ca9\u58f2CRM\u306f\u9280\u884c\u30fb\u8a3c\u5238\u696d\u754c\u306e\u8907\u96d1\u306a\u30cb\u30fc\u30ba\u306b\u4e0d\u5341\u5206\u306a\u306e\u304b\u3001\u305d\u3057\u3066\u3053\u308c\u3089\u306e\u30bb\u30af\u30bf\u30fc\u306b\u6700\u9069\u306aCRM\u3092\u898b\u3064\u3051\u308b\u65b9\u6cd5\u3002.<\/li>\n\n\n\n<li>\u771f\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9CRM\u304c\u5099\u3048\u3066\u304a\u304f\u3079\u304d\u3001\u4e0d\u53ef\u6b20\u3067\u8b72\u308c\u306a\u3044\u6a5f\u80fd.<\/li>\n\n\n\n<li>InvestGlass\u3001Salesforce Financial Services 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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%e5%90%91%e3%81%91crc\/\" target=\"_self\">\u9280\u884c\u5411\u3051\u306b\u6700\u9069\u306aCRM<\/a> \u304a\u3088\u3073\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u5411\u3051\u3067\u3042\u308a\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308b\u6a5f\u80fd\u3001\u4fa1\u683c\u8a2d\u5b9a\u3001\u304a\u3088\u3073\u9069\u5408\u6027\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-quick-answer\">\u30af\u30a4\u30c3\u30af\u30a2\u30f3\u30b5\u30fc<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u305d\u3057\u3066\u91d1\u878d\u5c02\u9580\u5bb6\u5411\u3051\u306e\u6700\u9ad8\u306eCRM\u3092\u6c42\u3081\u3066\u3044\u308b\u65b9\u306b\u3068\u3063\u3066\u3001\u6700\u9069\u306a\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u5411\u3051\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a>, \u3001Salesforce Financial Services 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class=\"wp-block-heading\" id=\"h-operational-risks\">\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30ea\u30b9\u30af<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6c4e\u7528CRM\u3092\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u306b\u7121\u7406\u306b\u5c0e\u5165\u3059\u308b\u3068\u3001\u30c7\u30fc\u30bf\u306e\u65ad\u7247\u5316\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u3001\u975e\u52b9\u7387\u6027\u3068\u3044\u3063\u305f\u904b\u7528\u30ea\u30b9\u30af\u304c\u751f\u3058\u3001\u6700\u7d42\u7684\u306b\u306f\u9867\u5ba2\u6e80\u8db3\u5ea6\u3084\u898f\u5236\u5f53\u5c40\u304b\u3089\u306e\u8a55\u4fa1\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-relationship-is-the-product\">\u95a2\u4fc2\u6027\u304c\u88fd\u54c1\u3067\u3042\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5bcc\u88d5\u5c64\u5411\u3051\u8cc7\u7523\u904b\u7528\u3067\u306f\u3001\u95a2\u4fc2 <em>\u3067\u3059<\/em> \u88fd\u54c1.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306aCRM\u306f\u3001\u30ea\u30fc\u30c9\u3092\u4e00\u6b21\u9650\u308a\u306e\u8cfc\u5165\u306b\u5411\u3051\u3066\u76f4\u7dda\u7684\u306a\u30bb\u30fc\u30eb\u30b9\u30d5\u30a1\u30cd\u30eb\u3067\u9032\u3081\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5168\u4f53\u304c\u3053\u306e\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u6700\u9069\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5bfe\u7167\u7684\u306b\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u9867\u5ba2\u306e\u95a2\u4fc2\u306f\u3001\u7d99\u7d9a\u7684\u3067\u591a\u4e16\u4ee3\u306b\u308f\u305f\u308b\u30b8\u30e3\u30fc\u30cb\u30fc\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u5e02\u5834\u30b5\u30a4\u30af\u30eb\u3001\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u3001\u5909\u5316\u3059\u308b\u8ca1\u52d9\u76ee\u6a19\u306b\u307e\u305f\u304c\u308b\u3001\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u3067\u9032\u5316\u3059\u308b\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3067\u3059\u3002\u4fe1\u983c\u3068\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u306e\u6df1\u3044\u7406\u89e3\u306b\u57fa\u3065\u3044\u3066\u69cb\u7bc9\u3055\u308c\u305f\u95a2\u4fc2\u305d\u306e\u3082\u306e\u304c\u3001\u30b3\u30a2\u30d7\u30ed\u30c0\u30af\u30c8\u3067\u3059\u3002\u3053\u306e\u6587\u8108\u3067\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u306f\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u7dad\u6301\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5408\u7406\u5316\u3001\u304a\u3088\u3073\u904b\u55b6\u52b9\u7387\u306e\u5411\u4e0a\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u5358\u767a\u306e\u53d6\u5f15\u3092\u30af\u30ed\u30fc\u30ba\u3059\u308b\u3053\u3068\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u4e00\u822c\u7684\u306aCRM\u306b\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u95a2\u4fc2\u3092\u8a18\u8ff0\u3059\u308b\u8a9e\u5f59\u3059\u3089\u306a\u304f\u3001\u307e\u3057\u3066\u3084\u7ba1\u7406\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u9867\u5ba2\u306e\u5bb6\u65cf\u72b6\u6cc1\u3001\u9577\u671f\u7684\u306a\u9858\u671b\u3001\u307e\u305f\u306f\u8907\u96d1\u306a\u91d1\u878d\u30fb\u6cd5\u7684\u3064\u306a\u304c\u308a\u306e\u30cb\u30e5\u30a2\u30f3\u30b9\u3092\u9069\u5207\u306b\u6349\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u305b\u3093\u3002\u305f\u3068\u3048\u3070\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306b\u7279\u5225\u306b\u69cb\u7bc9\u3055\u308c\u305fCRM\u306f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e5%90%91%e3%81%91crc\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a>, \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u95a2\u4fc2\u6027\u3092\u4e2d\u5fc3\u7684\u306a\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u3068\u3057\u3066\u6349\u3048\u3001\u305d\u306e\u8907\u96d1\u306a\u3064\u306a\u304c\u308a\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3001\u9577\u671f\u7684\u306a\u76ee\u6a19\u306b\u5bfe\u3059\u308b\u9032\u6357\u72b6\u6cc1\u3092\u8ffd\u8de1\u3057\u3001\u305d\u306e\u771f\u306e\u975e\u7dda\u5f62\u306a\u6027\u8cea\u3092\u53cd\u6620\u3057\u305f\u65b9\u6cd5\u3067\u95a2\u4fc2\u6027\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png\" alt=\"InvestGlass \u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM\" class=\"wp-image-49341\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global.png 1384w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-complex-client-hierarchies\">\u8907\u96d1\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u968e\u5c64<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u91d1\u878d\u95a2\u4fc2\u306f\u3001\u5358\u7d14\u306a\u4e00\u5bfe\u4e00\u306e\u3064\u306a\u304c\u308a\u3067\u3042\u308b\u3053\u3068\u306f\u3081\u3063\u305f\u306b\u3042\u308a\u307e\u305b\u3093\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a19\u6e96\u7684\u306aCRM\u306f\u3001\u91d1\u878d\u5206\u91ce\u3067\u4e00\u822c\u7684\u306a\u8907\u96d1\u306a\u95a2\u4fc2\u6027\u3092\u30e2\u30c7\u30eb\u5316\u3059\u308b\u306e\u304c\u56f0\u96e3\u3067\u3059\u3002\u901a\u5e38\u3001\u30d5\u30e9\u30c3\u30c8\u3067\u30a2\u30ab\u30a6\u30f3\u30c8\u4e2d\u5fc3\u306e\u30c7\u30fc\u30bf\u30e2\u30c7\u30eb\u306b\u57fa\u3065\u3044\u3066\u69cb\u7bc9\u3055\u308c\u3066\u304a\u308a\u3001\u91d1\u878d\u95a2\u4fc2\u306b\u304a\u3051\u308b\u968e\u5c64\u7684\u3067\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u5316\u3055\u308c\u305f\u6027\u8cea\u306b\u306f\u9069\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u52b9\u679c\u7684\u306a\u9867\u5ba2\u7ba1\u7406\u306f\u3001\u30c7\u30fc\u30bf\u5171\u6709\u306e\u52b9\u7387\u5316\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306e\u5f37\u5316\u3001\u305d\u3057\u3066\u4ed6\u306e\u30d3\u30b8\u30cd\u30b9\u6a5f\u80fd\u3068\u306e\u9023\u643a\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3044\u3066\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u5178\u578b\u7684\u306a\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u3092\u8003\u3048\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u305d\u306e\u9867\u5ba2\u306b\u306f\u914d\u5076\u8005\u3001\u81ea\u8eab\u3067\u6295\u8cc7\u53e3\u5ea7\u3092\u6301\u3064\u5b50\u4f9b\u305f\u3061\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u4fe1\u8a17\u3001\u4e8b\u696d\u3078\u306e\u95a2\u5fc3\u306e\u305f\u3081\u306e\u6301\u3061\u682a\u4f1a\u793e\u3001\u305d\u3057\u3066\u6148\u5584\u8ca1\u56e3\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u4e00\u822c\u7684\u306aCRM\u3067\u306f\u3001\u3053\u308c\u3089\u306f\u305d\u308c\u305e\u308c\u5225\u500b\u306e\u3001\u63a5\u7d9a\u3055\u308c\u3066\u3044\u306a\u3044\u9023\u7d61\u5148\u3068\u3057\u3066\u6271\u308f\u308c\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u5bb6\u65cf\u5168\u4f53\u306e\u7dcf\u8cc7\u7523\u3001\u5168\u4f53\u7684\u306a\u8cc7\u7523\u914d\u5206\u3001\u307e\u305f\u306f\u96c6\u56e3\u7684\u306a\u8ca1\u52d9\u76ee\u6a19\u3092\u5358\u4e00\u306e\u7d71\u5408\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3067\u628a\u63e1\u3059\u308b\u3053\u3068\u306f\u4e0d\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5bb6\u653f<\/strong>, \u95a2\u9023\u3059\u308b\u500b\u4eba\u3084\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\uff08\u5bb6\u65cf\u3001\u4fe1\u8a17\u3001\u4f01\u696d\u306a\u3069\uff09\u3092\u5358\u4e00\u306e\u7d71\u5408\u3055\u308c\u305f\u69cb\u9020\u306b\u30b0\u30eb\u30fc\u30d7\u5316\u3059\u308b\u30d7\u30ed\u30bb\u30b9\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u95a2\u4fc2\u3068\u8cc7\u7523\u30921\u3064\u306e\u307e\u3068\u307e\u308a\u306e\u3042\u308b\u5358\u4f4d\u3068\u3057\u3066\u8868\u793a\u304a\u3088\u3073\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u5c02\u9580\u7684\u306aCRM\u306f\u3001\u300c\u4e16\u5e2f\u300d\u3068\u3044\u3046\u6982\u5ff5\u3092\u7406\u89e3\u3059\u308b\u30c7\u30fc\u30bf\u30e2\u30c7\u30eb\u4e0a\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u500b\u4eba\u3084\u6cd5\u4eba\u3092\u5358\u4e00\u306e\u4e16\u5e2f\u306b\u30b0\u30eb\u30fc\u30d7\u5316\u3057\u3001\u305d\u306e\u8ca1\u52d9\u60c5\u5831\u3092\u7d71\u5408\u30d3\u30e5\u30fc\u306b\u96c6\u8a08\u3057\u3001\u305d\u308c\u3089\u306e\u9593\u306e\u8907\u96d1\u306a\u95a2\u4fc2\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306f\u5358\u306a\u308b\u5229\u4fbf\u6027\u306e\u554f\u984c\u3067\u306f\u306a\u304f\u3001\u5305\u62ec\u7684\u3067\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u6210\u9577\u306e\u65b0\u305f\u306a\u6a5f\u4f1a\u3092\u7279\u5b9a\u3059\u308b\u305f\u3081\u306e\u57fa\u672c\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-and-compliance-burdens\">\u898f\u5236\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8ca0\u62c5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u696d\u754c\u306f\u3001\u81a8\u5927\u306a\u898f\u5236\u306e\u4e0b\u3067\u904b\u55b6\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u306e\u3088\u3046\u306b\u3001 <strong>MiFID II<\/strong> \u30e8\u30fc\u30ed\u30c3\u30d1\u3067\u306f, <strong>\u30d5\u30a3\u30f3\u30de\u30fc<\/strong> \u30b9\u30a4\u30b9\u3067\u3001\u305d\u3057\u3066\u5e38\u306b\u5b58\u5728\u3059\u308b <strong>GDPR<\/strong> \u91d1\u878d\u6a5f\u95a2\u306b\u3001\u91cd\u304f\u3001\u307e\u3059\u307e\u3059\u5897\u5927\u3059\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8ca0\u62c5\u3092\u8ab2\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u898f\u5236\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u30fb\u51e6\u7406\u65b9\u6cd5\u304b\u3089\u3001\u6295\u8cc7\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u63d0\u4f9b\u30fb\u6587\u66f8\u5316\u65b9\u6cd5\u306b\u81f3\u308b\u307e\u3067\u3001\u3042\u3089\u3086\u308b\u3082\u306e\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002\u898f\u5236\u306e\u5c11\u306a\u3044\u696d\u754c\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u305f\u6c4e\u7528CRM\u3067\u306f\u3001\u3053\u306e\u30ec\u30d9\u30eb\u306e\u7cbe\u67fb\u306b\u5bfe\u5fdc\u3067\u304d\u307e\u305b\u3093\u3002\u8a73\u7d30\u306a\u76e3\u67fb\u8a3c\u8de1\u3001\u9ad8\u5ea6\u306a\u540c\u610f\u7ba1\u7406\u6a5f\u80fd\u3001\u5b89\u5168\u306a\u30c7\u30fc\u30bf\u30b9\u30c8\u30ec\u30fc\u30b8\u3001\u305d\u3057\u3066\u3053\u308c\u3089\u306e\u7fa9\u52d9\u3092\u5c65\u884c\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u5b89\u5168\u306a\u901a\u4fe1\u30c1\u30e3\u30cd\u30eb\u304c\u4e0d\u8db3\u3057\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9CRM\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u57fa\u672c\u539f\u5247\u3068\u3057\u3066\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u9069\u5408\u6027\u30fb\u9069\u5207\u6027\u30c1\u30a7\u30c3\u30af\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u76e3\u67fb\u8a3c\u8de1\u3001\u7d71\u5408\u3055\u308c\u305f\u5b89\u5168\u3067\u76e3\u67fb\u53ef\u80fd\u306a\u901a\u4fe1\u30c1\u30e3\u30cd\u30eb\u306a\u3069\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u30fb\u5b9f\u65bd\u3059\u308b\u305f\u3081\u306e\u5305\u62ec\u7684\u306a\u30c4\u30fc\u30eb\u306e\u30bb\u30c3\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%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%e3%82%81%e3%81%ae%e6%8a%95%e8%b3%87%e5%ae%b6%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_self\">\u6295\u8cc7\u5bb6\u30dd\u30fc\u30bf\u30eb<\/a>. \u3053\u308c\u306b\u3088\u308a\u3001\u9ad8\u984d\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306e\u30ea\u30b9\u30af\u304c\u8efd\u6e1b\u3055\u308c\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u672c\u6765\u306e\u696d\u52d9\u3067\u3042\u308b\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-features-of-a-true-financial-services-crm\">\u771f\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9CRM\u306e\u30b3\u30a2\u6a5f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u771f\u306b\u52b9\u679c\u7684\u306a <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e6%a5%ad%e7%95%8c%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bcrm%e3%81%a8%e3%81%af\/\" target=\"_self\">\u9280\u884c\u5411\u3051CRM<\/a> \u304a\u3088\u3073\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306f\u3001\u696d\u754c\u306e\u8981\u6c42\u306b\u76f4\u63a5\u5bfe\u5fdc\u3059\u308b\u7279\u5b9a\u306e\u6a5f\u80fd\u30bb\u30c3\u30c8\u306b\u3088\u3063\u3066\u5b9a\u7fa9\u3055\u308c\u307e\u3059\u3002\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001CRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u5f37\u5316\u3057\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5408\u7406\u5316\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u3067\u67d4\u8edf\u3001\u304b\u3064\u696d\u754c\u56fa\u6709\u306e\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u5358\u306a\u308b\u8ffd\u52a0\u6a5f\u80fd\u3067\u306f\u306a\u304f\u3001\u5c02\u9580\u30b7\u30b9\u30c6\u30e0\u3068\u6c4e\u7528\u30b7\u30b9\u30c6\u30e0\u3092\u533a\u5225\u3059\u308b\u57fa\u76e4\u3068\u306a\u308b\u6a5f\u80fd\u3067\u3059\u3002360\u5ea6\u306e\u9867\u5ba2\u30d3\u30e5\u30fc\u304b\u3089\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u307e\u3067\u3001\u3053\u308c\u3089\u306e\u6a5f\u80fd\u306f\u9023\u643a\u3057\u3066\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u91d1\u878d\u6a5f\u95a2\u304c\u3088\u308a\u5f37\u56fa\u306a\u95a2\u4fc2\u3092\u69cb\u7bc9\u3057\u3001\u52b9\u7387\u3092\u9ad8\u3081\u3001\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30b3\u30a2\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3001\u76ee\u7684\u7279\u5316\u578b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u5358\u306a\u308b\u9078\u629e\u80a2\u3067\u306f\u306a\u304f\u3001\u5fc5\u8981\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u7406\u7531\u3092\u7406\u89e3\u3059\u308b\u305f\u3081\u306e\u7b2c\u4e00\u6b69\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-holistic-client-view-amp-360-degree-profiles\">1. \u5305\u62ec\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30d3\u30e5\u30fc\u3068360\u5ea6\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">360\u5ea6\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30d3\u30e5\u30fc\u3068\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u95a2\u3059\u308b\u3042\u3089\u3086\u308b\u60c5\u5831\u3092\u3001\u5358\u4e00\u306e\u30a2\u30af\u30bb\u30b9\u3057\u3084\u3059\u3044\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u96c6\u7d04\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u5358\u306a\u308b\u30c7\u30b8\u30bf\u30eb\u30a2\u30c9\u30ec\u30b9\u5e33\u306b\u3068\u3069\u307e\u3089\u305a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u91d1\u878d\u751f\u6d3b\u5168\u4f53\u3092\u7db2\u7f85\u3059\u308b\u3001\u52d5\u7684\u3067\u751f\u304d\u751f\u304d\u3068\u3057\u305f\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3067\u3059\u3002\u3053\u306e\u30d3\u30e5\u30fc\u306b\u306f\u3001\u4eba\u53e3\u7d71\u8a08\u30c7\u30fc\u30bf\u3001\u3042\u3089\u3086\u308b\u30c1\u30e3\u30cd\u30eb\uff08\u30e1\u30fc\u30eb\u3001\u96fb\u8a71\u3001\u4f1a\u8b70\u3001\u30bb\u30ad\u30e5\u30a2\u30e1\u30c3\u30bb\u30fc\u30b8\uff09\u3067\u306e\u9023\u7d61\u5c65\u6b74\u3001\u4fdd\u6709\u3059\u308b\u3059\u3079\u3066\u306e\uff08\u793e\u5185\u5916\u306e\uff09\u91d1\u878d\u53e3\u5ea7\u30ea\u30b9\u30c8\u3001\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u8a73\u7d30\u306a\u5185\u8a33\u304c\u542b\u307e\u308c\u308b\u3079\u304d\u3067\u3059\u3002\n\u6975\u3081\u3066\u91cd\u8981\u306a\u306e\u306f\u3001\u300c\u30bd\u30d5\u30c8\u300d\u306a\u4e8b\u5b9f\u3082\u6349\u3048\u308b\u3053\u3068\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u8868\u660e\u3057\u305f\u8ca1\u52d9\u76ee\u6a19\u3001\u30ea\u30b9\u30af\u306b\u5bfe\u3059\u308b\u59ff\u52e2\u3001\u5bb6\u65cf\u69cb\u6210\u3001\u9577\u671f\u7684\u306a\u5e0c\u671b\u306a\u3069\u3082\u542b\u307e\u308c\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\n\u52b9\u679c\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u95a2\u4fc2\u7ba1\u7406\u306f\u3001\u4fe1\u983c\u69cb\u7bc9\u306e\u4e2d\u5fc3\u3067\u3042\u308a\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u5404\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u5b8c\u5168\u306b\u7406\u89e3\u3057\u305f\u4e0a\u3067\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\n\u4f8b\u3048\u3070\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u3042\u308b\u7279\u5b9a\u306e\u682a\u5f0f\u3092\u4fdd\u6709\u3057\u3066\u3044\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u305d\u306e\u6295\u8cc7\u306e\u5f53\u521d\u306e\u6839\u62e0\u3001\u524d\u56de\u306e\u30ec\u30d3\u30e5\u30fc\u4f1a\u8b70\u3067\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30e1\u30e2\u3001\u304a\u3088\u3073\u305d\u306e\u4f1a\u793e\u306b\u95a2\u9023\u3059\u308b\u6700\u8fd1\u306e\u30cb\u30e5\u30fc\u30b9\u8a18\u4e8b\u3082\u78ba\u8a8d\u3067\u304d\u308b\u306f\u305a\u3067\u3059\u3002\n\u3053\u306e\u3088\u3046\u306a\u30db\u30ea\u30b9\u30c6\u30a3\u30c3\u30af\u306a\u8996\u70b9\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u790e\u3067\u3042\u308a <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e5%90%91%e3%81%91crc\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a>, \u5206\u65ad\u3055\u308c\u305f\u72b6\u6cc1\u3067\u306f\u4e0d\u53ef\u80fd\u306a\u3001\u5148\u3092\u898b\u8d8a\u3057\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9867\u5ba2\u304c\u540c\u3058\u6a5f\u95a2\u5185\u306e\u8907\u6570\u306e\u90e8\u7f72\u3068\u9023\u7d61\u3092\u53d6\u308a\u5408\u3063\u3066\u3044\u308b\u3088\u3046\u306b\u611f\u3058\u3001\u5c37\u5c2c\u3067\u95a2\u4fc2\u3092\u640d\u306a\u3046\u72b6\u6cc1\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-sophisticated-household-amp-relationship-management\">2. \u6d17\u7df4\u3055\u308c\u305f\u5bb6\u5ead\u30fb\u4eba\u9593\u95a2\u4fc2\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u5b64\u7acb\u3057\u305f\u5b58\u5728\u3067\u306f\u306a\u304f\u3001\u8907\u96d1\u306a\u91d1\u878d\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u4e00\u90e8\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u524d\u8ff0\u306e\u901a\u308a\u3001\u300c\u5bb6\u8a08\u7ba1\u7406\u300d\u306f\u91cd\u8981\u306a\u6a5f\u80fd\u3067\u3059\u304c\u3001\u305d\u306e\u91cd\u8981\u6027\u306f\u3044\u304f\u3089\u5f37\u8abf\u3057\u3066\u3082\u3057\u3059\u304e\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5c02\u9580\u7684\u306aCRM\u306f\u3001\u91d1\u878d\u306e\u4e16\u754c\u306b\u5b58\u5728\u3059\u308b\u591a\u5c64\u7684\u3067\u8907\u96d1\u306a\u95a2\u4fc2\u6027\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3001\u7ba1\u7406\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u5358\u306a\u308b\u5bb6\u7cfb\u56f3\u3092\u8d85\u3048\u305f\u3082\u306e\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u6301\u682a\u4f1a\u793e\u304c\u6240\u6709\u3059\u308b\u30d5\u30a1\u30df\u30ea\u30fc\u4fe1\u8a17\u304c\u3001\u3055\u3089\u306b\u8907\u6570\u306e\u4e8b\u696d\u4f1a\u793e\u3092\u6240\u6709\u3059\u308b\u3068\u3044\u3063\u305f\u8907\u96d1\u306a\u6240\u6709\u69cb\u9020\u3092\u30e2\u30c7\u30eb\u5316\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u305d\u306e\u914d\u5076\u8005\u3001\u5b50\u4f9b\u3001\u30d3\u30b8\u30cd\u30b9\u30d1\u30fc\u30c8\u30ca\u30fc\u3001\u305d\u3057\u3066\u6cd5\u5f8b\u30fb\u7a0e\u52d9\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u30ea\u30f3\u30af\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u6a5f\u80fd\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u5bb6\u8a08\u5168\u4f53\u306e\u7dcf\u8cc7\u7523\u7ba1\u7406\u984d\u3001\u3055\u307e\u3056\u307e\u306a\u8cc7\u7523\u30af\u30e9\u30b9\u3084\u30ea\u30b9\u30af\u8981\u56e0\u3078\u306e\u5168\u4f53\u7684\u306a\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3001\u305d\u3057\u3066\u305d\u308c\u3089\u306e\u9593\u306e\u8907\u96d1\u306a\u3064\u306a\u304c\u308a\u306e\u7db2\u3092\u7d71\u5408\u7684\u306b\u628a\u63e1\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u95a2\u4fc2\u6027\u3092\u5305\u62ec\u7684\u306b\u7406\u89e3\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30b5\u30fc\u30d3\u30b9\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u5404\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u56fa\u6709\u306e\u72b6\u6cc1\u306b\u5408\u308f\u305b\u3066\u3001\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u52b9\u7387\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u907a\u7523\u8a08\u753b\u3001\u4e8b\u696d\u627f\u7d99\u8a08\u753b\u3001\u6148\u5584\u5bc4\u4ed8\u306a\u3069\u306e\u30c8\u30d4\u30c3\u30af\u306b\u95a2\u3059\u308b\u5305\u62ec\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u4e0a\u3067\u4e0d\u53ef\u6b20\u3067\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b3%e3%83%bc%e3%83%9d%e3%83%ac%e3%83%bc%e3%83%88%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e5%90%91%e3%81%91crc\/\" target=\"_self\">\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0<\/a>, \u3053\u306e\u6a5f\u80fd\u306f\u3001\u4f01\u696d\u30b0\u30eb\u30fc\u30d7\u5185\u306e\u5f71\u97ff\u529b\u3068\u6240\u6709\u6a29\u306e\u5b8c\u5168\u306a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u7406\u89e3\u3057\u3001\u4e3b\u8981\u306a\u610f\u601d\u6c7a\u5b9a\u8005\u3092\u7279\u5b9a\u3057\u3001\u8907\u96d1\u306a\u4fe1\u7528\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u3082\u540c\u69d8\u306b\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-robust-compliance-amp-auditing-tools\">3. \u5805\u7262\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u76e3\u67fb\u30c4\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u3059\u3079\u3066\u306e\u3084\u308a\u53d6\u308a\u306f\u6587\u66f8\u5316\u3055\u308c\u3001\u76e3\u67fb\u53ef\u80fd\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9CRM\u306f\u3001\u898f\u5236\u9075\u5b88\u304cDNA\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8981\u585e\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u3053\u308c\u306f\u3001\u5e45\u5e83\u3044\u898f\u5236\u3078\u306e\u6e96\u62e0\u3092\u81ea\u52d5\u5316\u3001\u5f37\u5236\u3001\u6587\u66f8\u5316\u3059\u308b\u305f\u3081\u306e\u5305\u62ec\u7684\u306a\u30c4\u30fc\u30eb\u30b9\u30a4\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u81ea\u52d5\u5316\u6a5f\u80fd\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u30ab\u30ec\u30f3\u30c0\u30fc\u3001\u305d\u306e\u4ed6\u306e\u30c1\u30e3\u30cd\u30eb\u304b\u3089\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u3084\u308a\u53d6\u308a\u3092\u81ea\u52d5\u7684\u306b\u30ad\u30e3\u30d7\u30c1\u30e3\u3059\u308b\u3053\u3068\u3067\u624b\u52d5\u3067\u306e\u30c7\u30fc\u30bf\u5165\u529b\u3092\u524a\u6e1b\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u7cbe\u5ea6\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u4e21\u65b9\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u9867\u5ba2\u78ba\u8a8d\uff08KYC\uff09\u306e\u81ea\u52d5\u5316\u6a5f\u80fd\u304c\u542b\u307e\u308c\u307e\u3059\u3002<a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%ad%e3%82%b7%e3%83%bc\/\" target=\"_self\">KYC<\/a>) \u304a\u3088\u3073\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\uff08AML\uff09\u30c1\u30a7\u30c3\u30af\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30c7\u30fc\u30bf\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u9023\u643a\u6a5f\u80fd <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> \u304a\u3088\u3073\u5236\u88c1\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3002\u307e\u305f\u3001GDPR\u306e\u3088\u3046\u306a\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u898f\u5236\u306b\u95a2\u3057\u3066\u3001\u7279\u306b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u540c\u610f\u3092\u8a18\u9332\u30fb\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u5805\u7262\u306a\u30b7\u30b9\u30c6\u30e0\u3082\u7d44\u307f\u8fbc\u3080\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30c8\u306aCRM\u306e\u57fa\u76e4\u3068\u306a\u308b\u306e\u306f\u3001\u3059\u3079\u3066\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u8a18\u9332\u3057\u305f\u3001\u5b8c\u5168\u3067\u6539\u3056\u3093\u4e0d\u53ef\u80fd\u3001\u304b\u3064\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u4ed8\u304d\u306e\u76e3\u67fb\u8a3c\u8de1\u3067\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u3059\u3079\u3066\u306e\u30e1\u30fc\u30eb\u3001\u3059\u3079\u3066\u306e\u96fb\u8a71\u3001\u3059\u3079\u3066\u306e\u4f1a\u8b70\u30e1\u30e2\u3001\u3059\u3079\u3066\u306e\u53d6\u5f15\u63a8\u5968\u3001\u304a\u3088\u3073\u3059\u3079\u3066\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u6307\u793a\u304c\u542b\u307e\u308c\u307e\u3059\u3002FINMA\u3084FCA\u306e\u3088\u3046\u306a\u898f\u5236\u5f53\u5c40\u304c\u8abf\u67fb\u306b\u6765\u305f\u5834\u5408\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u95a2\u4fc2\u306e\u5b8c\u5168\u304b\u3064\u6b63\u5f53\u306a\u5c65\u6b74\u3092\u5373\u5ea7\u306b\u63d0\u793a\u3067\u304d\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u3053\u308c\u306f\u300c\u3042\u308c\u3070\u5b09\u3057\u3044\u300d\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u6c4e\u7528CRM\u3067\u306f\u5e83\u7bc4\u3067\u8907\u96d1\u304b\u3064\u8cbb\u7528\u306e\u304b\u304b\u308b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306a\u3057\u306b\u306f\u5b9f\u73fe\u3067\u304d\u306a\u3044\u3001\u4e8b\u696d\u7d99\u7d9a\u306e\u305f\u3081\u306e\u5fc5\u9808\u8981\u4ef6\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-advanced-portfolio-management-integration\">4. \u9ad8\u5ea6\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u540c\u3058\u8a00\u8a9e\u3092\u8a71\u3059\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff08PMS\uff09\u9593\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u53cc\u65b9\u5411\u306e\u60c5\u5831\u30d5\u30ed\u30fc\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u52b9\u7387\u6027\u3068\u6b63\u78ba\u6027\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u8ca1\u52d9\u72b6\u6cc1\u3092\u5b8c\u5168\u306b\u628a\u63e1\u3059\u308b\u305f\u3081\u306b\u3001\u8907\u6570\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u5207\u308a\u66ff\u3048\u308b\u5fc5\u8981\u304c\u3042\u3063\u3066\u306f\u306a\u308a\u307e\u305b\u3093\u3002CRM\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u5185\u3067\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u8cc7\u7523\u914d\u5206\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u53d6\u5f15\u3092\u76f4\u63a5\u8868\u793a\u3067\u304d\u308b\u3079\u304d\u3067\u3059\u3002\u8ca1\u52d9\u30c4\u30fc\u30eb\u3068\u306e\u7d71\u5408\u306f\u3001\u8ca1\u52d9\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3001\u8ca1\u52d9\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u7279\u5316\u3057\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5408\u7406\u5316\u3059\u308b\u305f\u3081\u3001\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u3053\u306e\u7d71\u5408\u306f\u3001\u52b9\u679c\u7684\u306a <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_self\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/a> \u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304cCRM\u5185\u304b\u3089\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff08PMS\uff09\u3067\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u958b\u59cb\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3082\u5fc5\u8981\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u30ea\u30d0\u30e9\u30f3\u30b9\u63d0\u6848\u306e\u751f\u6210\u3084\u53d6\u5f15\u306e\u5b9f\u884c\u306a\u3069\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a8\u30e9\u30fc\u306e\u4e3b\u306a\u539f\u56e0\u3067\u3042\u308b\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u3092\u306a\u304f\u306a\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5bfe\u5fdc\u306a\u3069\u306e\u4fa1\u5024\u306e\u9ad8\u3044\u6d3b\u52d5\u306b\u96c6\u4e2d\u3059\u308b\u305f\u3081\u306e\u6642\u9593\u3092\u5927\u5e45\u306b\u7bc0\u7d04\u3067\u304d\u307e\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u4e00\u90e8\u306e\u9ad8\u5ea6\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u72ec\u81ea\u306e\u5f37\u529b\u306a\u6a5f\u80fd\u3092\u642d\u8f09\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u308c\u3092\u3055\u3089\u306b\u4e00\u6b69\u9032\u3081\u3066\u3044\u307e\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\u7ba1\u7406\u30c4\u30fc\u30eb<\/a> \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30b3\u30a2\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3068\u3057\u3066\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u7d71\u5408\u304c\u4e00\u5207\u4e0d\u8981\u306a\u771f\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u5b9f\u73fe\u3057\u3001\u3059\u3079\u3066\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304a\u3088\u3073\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c7\u30fc\u30bf\u306e\u5358\u4e00\u306e\u4fe1\u983c\u3067\u304d\u308b\u60c5\u5831\u6e90\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-secure-client-communication-amp-investor-portals\">5. \u5b89\u5168\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u901a\u4fe1\u3068\u6295\u8cc7\u5bb6\u30dd\u30fc\u30bf\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30e1\u30fc\u30eb\u306f\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u8ca1\u52d9\u60c5\u5831\u3092\u3084\u308a\u53d6\u308a\u3059\u308b\u306b\u306f\u5b89\u5168\u306a\u30c1\u30e3\u30cd\u30eb\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u6295\u8cc7\u306b\u95a2\u3059\u308b\u3084\u308a\u53d6\u308a\u3092\u901a\u5e38\u306eE\u30e1\u30fc\u30eb\u3067\u884c\u3046\u306e\u306f\u3001\u7834\u6ec5\u3078\u306e\u9053\u3067\u3059\u3002E\u30e1\u30fc\u30eb\u306f\u672c\u8cea\u7684\u306b\u5b89\u5168\u3067\u306f\u306a\u304f\u3001\u30d5\u30a3\u30c3\u30b7\u30f3\u30b0\u653b\u6483\u3001\u4e2d\u9593\u8005\u653b\u6483\u3001\u30c7\u30fc\u30bf\u6f0f\u6d29\u306e\u8106\u5f31\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u5c02\u9580\u7684\u306aCRM\u306f\u3001\u3059\u3079\u3066\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u5bfe\u3057\u3066\u3001\u5b89\u5168\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u4ee3\u66ff\u624b\u6bb5\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u901a\u5e38\u3001\u30bb\u30ad\u30e5\u30a2\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3055\u308c\u305f\u5f62\u3067\u63d0\u4f9b\u3055\u308c\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%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%e3%82%81%e3%81%ae%e6%8a%95%e8%b3%87%e5%ae%b6%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_self\">\u6295\u8cc7\u5bb6\u30dd\u30fc\u30bf\u30eb<\/a>. \u3053\u306e\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u5b89\u5168\u3067\u6697\u53f7\u5316\u3055\u308c\u305f\u3001\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3055\u308c\u305f\u74b0\u5883\u3092\u63d0\u4f9b\u3057\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u8868\u793a\u3057\u3001\u53e3\u5ea7\u660e\u7d30\u66f8\u3084\u7a0e\u52d9\u66f8\u985e\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u5b89\u5168\u306b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u304c\u5927\u5e45\u306b\u5f37\u5316\u3055\u308c\u3001\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u898f\u5236\u3078\u306e\u6e96\u62e0\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u304c\u5927\u5e45\u306b\u5411\u4e0a\u3057\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u304c\u9ad8\u307e\u308a\u307e\u3059\u3002\u6d88\u8cbb\u8005\u304c\u751f\u6d3b\u306e\u3042\u3089\u3086\u308b\u5074\u9762\u306b\u30aa\u30f3\u30c7\u30de\u30f3\u30c9\u3067\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u6642\u4ee3\u306b\u304a\u3044\u3066\u3001\u5f7c\u3089\u306f\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3082\u540c\u69d8\u306e\u3082\u306e\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u8cea\u306e\u9ad8\u3044\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306f\u3053\u308c\u3092\u63d0\u4f9b\u3057\u3001\u4fe1\u983c\u3092\u7bc9\u304d\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-automated-amp-compliant-onboarding-workflows\">6. \u81ea\u52d5\u5316\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6e96\u62e0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e00\u5370\u8c61\u306f\u91cd\u8981\u3067\u3042\u308a\u3001\u304e\u3053\u3061\u306a\u3044\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u5927\u304d\u306a\u30de\u30a4\u30ca\u30b9\u8981\u56e0\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u65b0\u898f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u8cb4\u793e\u306b\u62b1\u304f\u6700\u521d\u306e\u3001\u305d\u3057\u3066\u304a\u305d\u3089\u304f\u6700\u3082\u91cd\u8981\u306a\u5370\u8c61\u3068\u306a\u308a\u307e\u3059\u3002\u7169\u96d1\u3067\u3001\u7d19\u30d9\u30fc\u30b9\u3067\u3001\u6642\u9593\u306e\u304b\u304b\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u6255\u62ed\u304c\u56f0\u96e3\u306a\u30cd\u30ac\u30c6\u30a3\u30d6\u306a\u7b2c\u4e00\u5370\u8c61\u3092\u751f\u307f\u51fa\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u6700\u65b0\u306e\u91d1\u878dCRM\u306f\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u5927\u304d\u306a\u554f\u984c\u70b9\u304b\u3089\u7af6\u4e89\u512a\u4f4d\u6027\u3078\u3068\u5909\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5168\u4f53\u3092\u30c7\u30b8\u30bf\u30eb\u5316\u3057\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/investglass%e3%81%a7%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e3%82%92%e6%9c%80%e9%81%a9%e5%8c%96-%e9%87%91%e8%9e%8d\/\" target=\"_self\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u53cc\u65b9\u306b\u3068\u3063\u3066\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u52b9\u7387\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u5275\u51fa\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u65e2\u5b58\u306e\u30c7\u30fc\u30bf\u3067\u4e8b\u524d\u5165\u529b\u53ef\u80fd\u306a\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3001\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\u304a\u3088\u3073AML\u30c1\u30a7\u30c3\u30af\u306e\u305f\u3081\u306e\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u9023\u643a\u3001\u30a4\u30f3\u30bf\u30e9\u30af\u30c6\u30a3\u30d6\u306a\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u6700\u7d42\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5951\u7d04\u306e\u96fb\u5b50\u751f\u6210\u304a\u3088\u3073\u7f72\u540d\u306a\u3069\u306e\u6a5f\u80fd\u304c\u542b\u307e\u308c\u307e\u3059\u3002CRM\u5185\u306e\u5206\u6790\u304a\u3088\u3073\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306e\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u4f01\u696d\u306f\u30c8\u30ec\u30f3\u30c9\u3092\u7279\u5b9a\u3057\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u6700\u9069\u5316\u3057\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30a4\u30f3\u30b5\u30a4\u30c8\u306b\u57fa\u3065\u3044\u3066\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65b0\u898f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\uff08\u6570\u9031\u9593\u304b\u3089\u6570\u65e5\u3001\u3042\u308b\u3044\u306f\u6570\u6642\u9593\uff09\u304c\u5927\u5e45\u306b\u77ed\u7e2e\u3055\u308c\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30a8\u30e9\u30fc\u306e\u30ea\u30b9\u30af\u3082\u6700\u5c0f\u9650\u306b\u6291\u3048\u3089\u308c\u3001\u30d7\u30ed\u30bb\u30b9\u306e\u3059\u3079\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u304c\u5b8c\u5168\u306b\u6e96\u62e0\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3001CRM\u306e\u76e3\u67fb\u8a3c\u8de1\u306b\u6587\u66f8\u5316\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-comparison-of-top-all-in-one-crm-platforms-for-finance\">\u91d1\u878d\u696d\u754c\u5411\u3051\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u6bd4\u8f03<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306eCRM\u3092\u9078\u3076\u524d\u306b\u3001\u5229\u7528\u53ef\u80fd\u306a\u4e3b\u8981\u306aCRM\u30b7\u30b9\u30c6\u30e0\u3092\u6bd4\u8f03\u691c\u8a0e\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u9867\u5ba2\u95a2\u4fc2\u5f37\u5316\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u81ea\u52d5\u5316\u3001\u696d\u52d9\u52b9\u7387\u5411\u4e0a\u3092\u76ee\u7684\u3068\u3057\u3066\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u7279\u5fb4<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b5\u30fc\u30d3\u30b9\u30fb\u30af\u30e9\u30a6\u30c9<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30a6\u30a7\u30eb\u30b9\u30dc\u30c3\u30af\u30b9<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30af\u30ea\u30a8\u30c6\u30a3\u30aa<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30bf\u30fc\u30b2\u30c3\u30c8\u30fb\u30aa\u30fc\u30c7\u30a3\u30a8\u30f3\u30b9<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5927\u624b\u4f01\u696d\u3001\u30e6\u30cb\u30d0\u30fc\u30b5\u30eb\u30d0\u30f3\u30af<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3001RIA<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\u5805\u30fb\u5927\u624b\u9280\u884c\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4e3b\u306a\u5dee\u5225\u5316\u8981\u56e0<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9\u30db\u30b9\u30c8\u3001\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u3001\u30ce\u30fc\u30b3\u30fc\u30c9\u81ea\u52d5\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\uff06AppExchange<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b7\u30f3\u30d7\u30eb\u3055\u3068\u4f7f\u3044\u3084\u3059\u3055<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>BPM\uff08\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u7ba1\u7406\uff09\uff06\u30ed\u30fc\u30b3\u30fc\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>FINMA\u3001GDPR\u3001MiFID II<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u5ea6\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u3001\u8a2d\u5b9a\u304c\u5fc5\u8981<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u57fa\u672c\u7684\u306a\u9069\u5408\u6027\u3001\u7c73\u56fd\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u9069\u3057\u3066\u3044\u307e\u3059<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u305f\u3081\u306e\u5f37\u529b\u306a\u30d7\u30ed\u30bb\u30b9\u81ea\u52d5\u5316<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u306f\u3044<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u3044\u3044\u3048<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u3044\u3044\u3048<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u306f\u3044<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u5408\u3055\u308c\u305f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u5408\u304c\u5fc5\u8981\u3067\u3059<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u5408\u304c\u5fc5\u8981\u3067\u3059<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u5408\u304c\u5fc5\u8981\u3067\u3059<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-deep-dive-the-best-all-in-one-crm-platforms\">\u5fb9\u5e95\u89e3\u8aac\uff1a\u6700\u9ad8\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-investglass-the-swiss-army-knife-for-banking-amp-wealth-management\">InvestGlass\uff1a\u9280\u884c\u30fb\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306e\u300c\u30b9\u30a4\u30b9\u30a2\u30fc\u30df\u30fc\u30ca\u30a4\u30d5\u300d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u91d1\u878d\u5c02\u9580\u5bb6\u304c\u4e16\u754c\u306e\u9280\u884c\u304a\u3088\u3073\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u754c\u5411\u3051\u306b\u8a2d\u8a08\u3057\u305f\u3001\u30e6\u30cb\u30fc\u30af\u3067\u5305\u62ec\u7684\u306a\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u91d1\u878d\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5411\u3051\u306e\u4fe1\u983c\u6027\u306e\u9ad8\u3044CRM\u3068\u3057\u3066\u3001InvestGlass\u306f\u5805\u7262\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u898f\u5236\u9075\u5b88\u3001\u4f7f\u3044\u3084\u3059\u3055\u3092\u63d0\u4f9b\u3057\u3001\u4fe1\u983c\u3067\u304d\u308b\u9867\u5ba2\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6c42\u3081\u308b\u6a5f\u95a2\u306b\u6700\u9069\u3067\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u7af6\u5408\u4ed6\u793e\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u6c4e\u7528\u7684\u306a\u30bb\u30fc\u30eb\u30b9CRM\u3092\u57fa\u306b\u4f5c\u3089\u308c\u305f\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30b9\u30a4\u30b9\u306e\u91d1\u878d\u5c02\u9580\u5bb6\u306b\u3088\u3063\u3066\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u9280\u884c\u304a\u3088\u3073\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u754c\u306e\u305f\u3081\u306b\u30bc\u30ed\u304b\u3089\u8003\u6848\u30fb\u69cb\u7bc9\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002\u3053\u306e\u6210\u308a\u7acb\u3061\u306f\u5358\u306a\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30dd\u30a4\u30f3\u30c8\u3067\u306f\u306a\u304f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3068\u6a5f\u80fd\u306b\u6df1\u304f\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30c7\u30fc\u30bf\u30e2\u30c7\u30eb\u3001\u6a5f\u80fd\u30bb\u30c3\u30c8\u306f\u3059\u3079\u3066\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ab\u30fc\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u65e5\u5e38\u696d\u52d9\u306e\u73fe\u5b9f\u3092\u6df1\u304f\u7406\u89e3\u3057\u305f\u4e0a\u3067\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u4f1d\u7d71\u306f\u3001\u5f37\u529b\u306aCRM\u3001\u6d17\u7df4\u3055\u308c\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u5b89\u5168\u3067\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3001\u305d\u3057\u3066\u9a5a\u304f\u307b\u3069\u67d4\u8edf\u306a\u30ce\u30fc\u30b3\u30fc\u30c9\u81ea\u52d5\u5316\u30c4\u30fc\u30eb\u3092\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d44\u307f\u5408\u308f\u305b\u305f\u3001\u5805\u7262\u306a\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u3068\u3057\u3066\u306e\u6027\u8cea\u306b\u3059\u3050\u306b\u8868\u308c\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u591a\u304f\u306e\u7af6\u5408\u4ed6\u793e\u306e\u65ad\u7247\u7684\u3067\u7d71\u5408\u304c\u5fc5\u9808\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068\u306f\u5bfe\u7167\u7684\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u305d\u306e\u30b9\u30a4\u30b9\u306e\u30eb\u30fc\u30c4\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306b\u5bfe\u3059\u308b\u59a5\u5354\u306e\u306a\u3044\u59ff\u52e2\u3092\u53cd\u6620\u3057\u3066\u304a\u308a\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3084\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u3092\u542b\u3080\u67d4\u8edf\u306a\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u304c\u8b72\u308c\u306a\u3044\u512a\u5148\u4e8b\u9805\u3067\u3042\u308b\u6a5f\u95a2\u306b\u3068\u3063\u3066\u5f37\u529b\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-why-it-s-a-top-choice\">\u30c8\u30c3\u30d7\u306e\u9078\u629e\u80a2\u3067\u3042\u308b\u7406\u7531\uff1a<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u54c1\u8cea\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30c7\u30fc\u30bf\u4e3b\u6a29\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u305f\u3001\u771f\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u304c\u969b\u7acb\u3063\u3066\u3044\u308b\u4e3b\u306a\u7406\u7531\u306f\u3001\u771f\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3 \u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308b\u3053\u3068\u306b\u5c02\u5ff5\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u3055\u307e\u3056\u307e\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5e38\u306b\u5207\u308a\u66ff\u3048\u308b\u3053\u3068\u3092\u4f59\u5100\u306a\u304f\u3055\u308c\u308b\u300c\u30b9\u30a6\u30a3\u30d9\u30eb\u30c1\u30a7\u30a2\u300d\u7d71\u5408\u306b\u60a9\u307e\u3055\u308c\u3066\u3044\u308b\u696d\u754c\u306b\u304a\u3044\u3066\u3001InvestGlass \u306f\u5358\u4e00\u306e\u7d71\u5408\u3055\u308c\u305f\u30ef\u30fc\u30af\u30b9\u30da\u30fc\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5411\u3051\u30c4\u30fc\u30eb\u3092\u30cd\u30a4\u30c6\u30a3\u30d6\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u3059\u3079\u3066\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8 \u30c7\u30fc\u30bf\u306b\u5bfe\u3059\u308b\u5358\u4e00\u304b\u3064\u63fa\u308b\u304e\u306a\u3044\u4fe1\u983c\u306e\u6e90\u3092\u5275\u51fa\u3057\u307e\u3059\u3002\u3053\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u9078\u629e\u306f\u3001\u5927\u304d\u306a\u30e1\u30ea\u30c3\u30c8\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u904b\u7528\u306e\u52b9\u7387\u3092\u5287\u7684\u306b\u5411\u4e0a\u3055\u305b\u3001\u8907\u6570\u306e\u30d9\u30f3\u30c0\u30fc \u30e9\u30a4\u30bb\u30f3\u30b9\u3084\u8907\u96d1\u306a\u7d71\u5408\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u5fc5\u8981\u6027\u3092\u306a\u304f\u3059\u3053\u3068\u3067\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u305d\u3057\u3066\u6700\u3082\u91cd\u8981\u306a\u3053\u3068\u3068\u3057\u3066\u3001\u7d44\u7e54\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3 \u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3092\u7e2e\u5c0f\u3057\u307e\u3059\u3002InvestGlass \u306f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u3068\u81ea\u52d5\u5316\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u9867\u5ba2\u7dad\u6301\u3082\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u7d99\u7d9a\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u7dad\u6301\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u7d71\u5408\u30dd\u30a4\u30f3\u30c8\u306f\u6f5c\u5728\u7684\u306a\u8106\u5f31\u6027\u3067\u3059\u3002\u3053\u308c\u3089\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u3053\u3068\u3067\u3001InvestGlass \u306f\u672c\u8cea\u7684\u306b\u3001\u3088\u308a\u5b89\u5168\u306a\u4f53\u5236\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3 \u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u305d\u306e\u30e6\u30cb\u30fc\u30af\u306a\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u67d4\u8edf\u6027\u306b\u3088\u3063\u3066\u3055\u3089\u306b\u5f37\u5316\u3055\u308c\u307e\u3059\u3002\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8 \u30af\u30e9\u30a6\u30c9\u3067\u306e\u5c55\u958b\u3001\u3042\u308b\u3044\u306f\u5b8c\u5168\u306b <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%80%e9%ab%98%e3%81%ae%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm-2023\/\" target=\"_self\">\u30aa\u30f3\u30d7\u30ec\u30df\u30b9<\/a> \u53b3\u683c\u306a\u30c7\u30fc\u30bf\u6240\u5728\u5730\u6cd5\u304c\u3042\u308b\u6cd5\u57df\u306e\u6a5f\u95a2\u3001\u307e\u305f\u306f\u5358\u306b\u30c7\u30fc\u30bf\u306b\u5bfe\u3059\u308b\u7a76\u6975\u306e\u7ba1\u7406\u30ec\u30d9\u30eb\u3092\u6c42\u3081\u308b\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u5805\u7262\u306a\u57fa\u76e4\u306e\u790e\u3068\u306a\u308b\u30b2\u30fc\u30e0\u30c1\u30a7\u30f3\u30b8\u30e3\u30fc\u3067\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%aa%e3%82%b9%e3%82%af%e7%ae%a1%e7%90%86-%e3%82%b9%e3%82%a4%e3%82%b9%e3%81%ae%e4%b8%bb%e6%a8%a9\/\" target=\"_self\">\u30c7\u30fc\u30bf\u4e3b\u6a29<\/a> \u6226\u7565\u3060\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-features-for-banks-amp-wealth-managers\">\u9280\u884c\u30fb\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u5411\u3051\u306e\u4e3b\u8981\u6a5f\u80fd<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u6a5f\u80fd\u30bb\u30c3\u30c8\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u5168\u4f53\u3092\u7db2\u7f85\u3057\u3066\u304a\u308a\u3001\u5e45\u5e83\u304f\u304b\u3064\u5965\u6df1\u3044\u3082\u306e\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u306f\u3001\u5b8c\u5168\u306b\u7d71\u5408\u3055\u308c\u305f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b7%e3%83%bc%e3%83%a0%e3%83%ac%e3%82%b9%e3%81%aa%e7%b5%b1%e5%90%88%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3\/\" target=\"_self\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30cd\u30a4\u30c6\u30a3\u30d6\u6a5f\u80fd\u306b\u3088\u308a\u3001\u5f93\u6765\u306f\u7169\u96d1\u3060\u3063\u305f\u30d7\u30ed\u30bb\u30b9\u304c\u6d17\u7df4\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u4f53\u9a13\u3078\u3068\u5909\u9769\u3055\u308c\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_self\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/a> \u305d\u306e\u6a5f\u80fd\u3082\u540c\u69d8\u306b\u5370\u8c61\u7684\u3067\u3001\u4ed6\u306e\u30d9\u30f3\u30c0\u30fc\u3067\u306f\u5225\u3005\u306e\u30b9\u30bf\u30f3\u30c9\u30a2\u30ed\u30f3\u30b7\u30b9\u30c6\u30e0\u3068\u3057\u3066\u8ca9\u58f2\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u3001\u8cc7\u7523\u914d\u5206\u3001\u30ea\u30d0\u30e9\u30f3\u30b9\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306e\u6d17\u7df4\u3055\u308c\u305f\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u7279\u5b9a\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u3068\u5206\u6790\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30ab\u30b9\u30bf\u30e0\u30ec\u30dd\u30fc\u30c8\u3092\u751f\u6210\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u306b\u3057\u3001\u9ad8\u5ea6\u306a\u8ffd\u8de1\u3068\u610f\u601d\u6c7a\u5b9a\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u304a\u305d\u3089\u304f\u3001\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6700\u3082\u5f37\u529b\u306a\u5074\u9762\u306e1\u3064\u306f\u3001\u30ce\u30fc\u30b3\u30fc\u30c9\u81ea\u52d5\u5316\u30a8\u30f3\u30b8\u30f3\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6280\u8853\u8005\u3067\u306a\u3044\u30e6\u30fc\u30b6\u30fc\u3067\u3082\u3001\u7c21\u5358\u306a\u30c9\u30e9\u30c3\u30b0\u30a2\u30f3\u30c9\u30c9\u30ed\u30c3\u30d7\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3092\u4f7f\u7528\u3057\u3066\u8907\u96d1\u306a\u30d3\u30b8\u30cd\u30b9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u8a2d\u8a08\u304a\u3088\u3073\u5b9f\u88c5\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u5f7c\u3089\u306e\u30c7\u30e2\u3067\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b3%e3%83%bc%e3%83%89%e3%81%aa%e3%81%97%e8%87%aa%e5%8b%95%e5%8c%96%e3%83%a6%e3%83%bc%e3%82%b9%e3%82%b1%e3%83%bc%e3%82%b9%e3%83%bb%e3%83%99%e3%82%b9%e3%83%883\/\" target=\"_self\">\u30ce\u30fc\u30b3\u30fc\u30c9\u81ea\u52d5\u5316\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9<\/a>. \u3053\u308c\u306b\u3088\u308a\u3001\u6a5f\u95a2\u306f\u3001\u8cbb\u7528\u304c\u304b\u304b\u308a\u6642\u9593\u306e\u304b\u304b\u308b\u958b\u767a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u884c\u3046\u3053\u3068\u306a\u304f\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u72ec\u81ea\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u8fc5\u901f\u306b\u9069\u5fdc\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6700\u8fd1\u5c0e\u5165\u3055\u308c\u305f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e3%82%a2%e3%82%b7%e3%82%b9%e3%82%bf%e3%83%b3%e3%82%b9%e3%81%ae%e6%9c%aa%e6%9d%a5%e3%82%92%e3%83%8a%e3%83%93%e3%82%b2%e3%83%bc%e3%83%88%e3%81%99%e3%82%8b%e3%82%a4%e3%83%b3%e3%83%99\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306eAI\u30b3\u30d1\u30a4\u30ed\u30c3\u30c8<\/a> \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30e1\u30fc\u30eb\u306e\u4f5c\u6210\u3001\u4f1a\u8b70\u8b70\u4e8b\u9332\u306e\u8981\u7d04\u3001\u6295\u8cc7\u63d0\u6848\u66f8\u306e\u751f\u6210\u3068\u3044\u3063\u305f\u30bf\u30b9\u30af\u3092\u652f\u63f4\u3059\u308b\u305f\u3081\u306b\u3001\u751f\u6210AI\u3092\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u76f4\u63a5\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3067\u3001\u95a2\u4fc2\u69cb\u7bc9\u306e\u305f\u3081\u306e\u8cb4\u91cd\u306a\u6642\u9593\u3092\u78ba\u4fdd\u3059\u308b\u3001\u5927\u304d\u306a\u98db\u8e8d\u3092\u8868\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-the-investglass-advantage\">InvestGlass\u306e\u5229\u70b9\uff1a<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u67d4\u8edf\u6027\u3001\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3001\u305d\u3057\u3066\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u306b\u5bfe\u3059\u308b\u6df1\u3044\u7406\u89e3\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u7a76\u6975\u306e\u5229\u70b9\u306f\u3001\u305d\u306e\u5f37\u529b\u306a\u67d4\u8edf\u6027\u3068\u5236\u5fa1\u306e\u7d44\u307f\u5408\u308f\u305b\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u786c\u76f4\u3057\u305f\u3001\u4e07\u80fd\u306e\u88fd\u54c1\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u9ad8\u5ea6\u306b\u8a2d\u5b9a\u53ef\u80fd\u3067\u3001\u30d6\u30c6\u30a3\u30c3\u30af\u578b\u30de\u30eb\u30c1\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u304b\u3089\u30b0\u30ed\u30fc\u30d0\u30eb\u30e6\u30cb\u30d0\u30fc\u30b5\u30eb\u30d0\u30f3\u30af\u307e\u3067\u3001\u5e45\u5e83\u3044\u91d1\u878d\u6a5f\u95a2\u306e\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u3088\u3046\u306b\u8abf\u6574\u3067\u304d\u307e\u3059\u3002InvestGlass\u306f\u8907\u6570\u306e\u30c4\u30fc\u30eb\u3092\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u304c\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5408\u7406\u5316\u3057\u3001\u5e45\u5e83\u3044\u30bf\u30b9\u30af\u3092\u52b9\u7387\u7684\u306b\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u771f\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308a\u306a\u304c\u3089\u3001\u9589\u9396\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u306e\u30aa\u30fc\u30d7\u30f3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3068\u5305\u62ec\u7684\u306aAPI\u30e9\u30a4\u30d6\u30e9\u30ea\u306f\u3001\u65e2\u5b58\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30b9\u30bf\u30c3\u30af\u3068\u5171\u5b58\u3057\u3001\u901a\u4fe1\u3067\u304d\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u3001\u30ec\u30ac\u30b7\u30fc\u6295\u8cc7\u3092\u4fdd\u8b77\u3057\u306a\u304c\u3089\u3001\u8fd1\u4ee3\u5316\u3078\u306e\u660e\u78ba\u306a\u9053\u7b4b\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u9069\u5fdc\u6027\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u539f\u5247\u3078\u306e\u57fa\u672c\u7684\u306a\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3068\u7d44\u307f\u5408\u308f\u3055\u308b\u3053\u3068\u3067\u3001\u696d\u754c\u3067\u306f\u307e\u308c\u306a\u5b89\u5fc3\u611f\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u4e2d\u5fc3\u306e\u6226\u7565\u306e\u4e2d\u6838\u3068\u306a\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6c42\u3081\u3066\u3044\u308b\u3042\u3089\u3086\u308b\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001InvestGlass\u306f\u9b45\u529b\u7684\u306a\u9078\u629e\u80a2\u3067\u3042\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u5c06\u6765\u3078\u306e\u6226\u7565\u7684\u6295\u8cc7\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-salesforce-financial-services-cloud-the-enterprise-powerhouse\">2. Salesforce Financial Services Cloud\uff1a\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306e\u5f37\u529b\u306a\u5473\u65b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Salesforce\u306fCRM\u754c\u306e\u63fa\u308b\u304e\u306a\u3044\u5de8\u4eba\u3067\u3042\u308a\u3001\u305d\u306eFinancial Services Cloud\uff08FSC\uff09\u306f\u91d1\u878d\u696d\u754c\u5411\u3051\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u5f37\u529b\u306a\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b0\u30ec\u30fc\u30c9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce\u306e\u30b3\u30a2\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u57fa\u76e4\u3068\u3057\u305fFSC\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u4fdd\u967a\u5411\u3051\u306e\u5c02\u9580\u7684\u306a\u30c7\u30fc\u30bf\u30e2\u30c7\u30eb\u3068\u4e8b\u524d\u69cb\u7bc9\u6e08\u307f\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306b\u3088\u308a\u3001\u6a19\u6e96\u306eCRM\u6a5f\u80fd\u3092\u62e1\u5f35\u3057\u307e\u3059\u3002AppExchange\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30a4\u30b9\u3092\u542b\u3080\u5e83\u7bc4\u306aSalesforce\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3057\u3001\u6700\u5927\u898f\u6a21\u3067\u6700\u3082\u8907\u96d1\u306a\u91d1\u878d\u6a5f\u95a2\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3001\u9ad8\u5ea6\u306b\u62e1\u5f35\u53ef\u80fd\u3067\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30d0\u30f3\u30ad\u30f3\u30b0\u304a\u3088\u3073\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5206\u91ce\u306e\u55b6\u696d\u30c1\u30fc\u30e0\u304c\u30ea\u30fc\u30c9\u3092\u7ba1\u7406\u3057\u3001\u9867\u5ba2\u7372\u5f97\u3092\u6539\u5584\u3057\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u305f\u3081\u306b\u5e83\u304f\u4f7f\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u30cd\u30a4\u30c6\u30a3\u30d6\u306a\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u4e8b\u5b9f\u4e0a\u3042\u3089\u3086\u308b\u4ed6\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u7d71\u5408\u80fd\u529b\u306b\u3088\u308a\u3001 formidable contender\uff08 formidable contender = \u5f37\u529b\u306a\u7af6\u5408\u76f8\u624b\uff09\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002FSC\u306f\u3001\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5206\u91ce\u3078\u306e\u53c2\u5165\u3092\u6df1\u3081\u308b\u305f\u3081\u306eSalesforce\u306e\u6226\u7565\u7684\u53d6\u308a\u7d44\u307f\u3092\u8868\u3057\u3066\u3044\u307e\u3059\u3002\u696d\u754c\u56fa\u6709\u306e\u6a5f\u80fd\u306e\u5805\u56fa\u306a\u57fa\u76e4\u3092\u63d0\u4f9b\u3057\u307e\u3059\u304c\u3001\u305d\u306e\u771f\u306e\u529b\u3068\u8907\u96d1\u3055\u306f\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u306b\u3042\u308a\u307e\u3059\u3002FSC\u306e\u5b9f\u88c5\u306f\u5358\u7d14\u306a\u30d7\u30e9\u30b0\u30a2\u30f3\u30c9\u30d7\u30ec\u30a4\u306e\u4f5c\u696d\u3067\u306f\u306a\u304f\u3001\u614e\u91cd\u306a\u8a08\u753b\u3001\u6df1\u3044\u5c02\u9580\u77e5\u8b58\u3001\u305d\u3057\u3066 substantial budget\uff08 substantial budget = \u5341\u5206\u306a\u4e88\u7b97\uff09\u3092\u5fc5\u8981\u3068\u3059\u308b significant IT project\uff08 significant IT project = \u91cd\u8981\u306aIT\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\uff09\u3067\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6210\u529f\u306f\u3001\u6a5f\u95a2\u304cSalesforce\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u81a8\u5927\u306a\u30ea\u30bd\u30fc\u30b9\u3092\u52b9\u679c\u7684\u306b\u6d3b\u7528\u3057\u3001\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u8abf\u6574\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u69cb\u7bc9\u3067\u304d\u308b\u304b\u3069\u3046\u304b\u306b\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-why-it-s-a-top-choice-0\">\u30c8\u30c3\u30d7\u306e\u9078\u629e\u80a2\u3067\u3042\u308b\u7406\u7531\uff1a<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6bd4\u985e\u306a\u304d\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u3001\u5e83\u5927\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3001\u5f37\u529b\u306aAI\u6a5f\u80fd\u306b\u3088\u308a\u3001\u5927\u4f01\u696d\u306b\u3068\u3063\u3066\u306e\u7b2c\u4e00\u9078\u629e\u80a2\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce\u306e\u4e3b\u306a\u5f37\u307f\u306f\u3001\u307b\u307c\u7121\u9650\u306e\u62e1\u5f35\u6027\u3068\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5e83\u7bc4\u3055\u306b\u3042\u308a\u307e\u3059\u3002\u7279\u306b\u3001\u5927\u898f\u6a21\u91d1\u878d\u6a5f\u95a2\u306e\u8907\u96d1\u306a\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u5927\u624b\u9280\u884c\u3084\u91d1\u878d\u7d44\u7e54\u306b\u5408\u308f\u305b\u305f\u9ad8\u5ea6\u306a\u5206\u6790\u3001\u5805\u7262\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u7d71\u5408\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u8907\u6570\u306e\u90e8\u9580\u3001\u5730\u57df\u3001\u6570\u4e07\u4eba\u306e\u30e6\u30fc\u30b6\u30fc\u306b\u5bfe\u5fdc\u3059\u308bCRM\u3092\u5fc5\u8981\u3068\u3059\u308b\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u5927\u624b\u9280\u884c\u306b\u3068\u3063\u3066\u3001FSC\u306f\u3057\u3070\u3057\u3070\u552f\u4e00\u306e\u9078\u629e\u80a2\u3068\u306a\u308a\u307e\u3059\u3002Salesforce\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30af\u30e9\u30a6\u30c9\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30a4\u30b9\u3067\u3042\u308bAppExchange\u306f\u3001\u3053\u306e\u4fa1\u5024\u63d0\u6848\u306e\u91cd\u8981\u306a\u8981\u7d20\u3067\u3059\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3084\u8ca1\u52d9\u8a08\u753b\u304b\u3089\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u307e\u3067\u3001FSC\u306e\u6a5f\u80fd\u3092\u307b\u307c\u3042\u3089\u3086\u308b\u65b9\u5411\u306b\u62e1\u5f35\u3067\u304d\u308b\u3001\u81a8\u5927\u306a\u6570\u306e\u65e2\u88fd\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u5404\u7d44\u7e54\u306f\u30b3\u30a2\u306eSalesforce\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e0a\u306b\u3001\u305d\u306e\u7d44\u7e54\u306b\u6700\u9069\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002\u3055\u3089\u306b\u3001Salesforce\u304cEinstein AI\u30a8\u30f3\u30b8\u30f3\u306b\u6295\u8cc7\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u3001\u4e88\u6e2c\u6a5f\u80fd\u306a\u3069\u306e\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u5f37\u529b\u306a\u30ec\u30a4\u30e4\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%aa%e3%83%bc%e3%83%89%e3%82%b9%e3%82%b3%e3%82%a2%e3%83%aa%e3%83%b3%e3%82%b0%e3%83%a2%e3%83%87%e3%83%ab%e3%81%a8%e3%81%af\/\" target=\"_self\">\u30ea\u30fc\u30c9\u30b9\u30b3\u30a2<\/a>, \u3001\u6b21\u5584\u7b56\u306e\u63a8\u5968\u3001\u304a\u3088\u3073\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30ea\u30b9\u30af\u306e\u3042\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u7279\u5b9a\u3057\u3001\u6210\u9577\u306e\u305f\u3081\u306e\u65b0\u305f\u306a\u6a5f\u4f1a\u3092\u767a\u898b\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u81ea\u52d5\u5316\u3055\u308c\u305f\u30a4\u30f3\u30b5\u30a4\u30c8\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-features-for-banks-amp-wealth-managers-0\">\u9280\u884c\u30fb\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u5411\u3051\u306e\u4e3b\u8981\u6a5f\u80fd<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>FSC\u306f\u3001\u5927\u898f\u6a21\u306a\u8907\u96d1\u306a\u91d1\u878d\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u305f\u8c4a\u5bcc\u306a\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FSC\u306e\u4e3b\u306a\u6a5f\u80fd\u306b\u306f\u3001\u8907\u96d1\u306a\u5bb6\u65cf\u95a2\u4fc2\u3084\u30d3\u30b8\u30cd\u30b9\u95a2\u4fc2\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u3092\u53ef\u80fd\u306b\u3059\u308b\u5305\u62ec\u7684\u306a\u500b\u4eba\u304a\u3088\u3073\u4e16\u5e2f\u30c7\u30fc\u30bf\u30e2\u30c7\u30eb\u304c\u542b\u307e\u308c\u307e\u3059\u304c\u3001\u5c02\u7528\u30b7\u30b9\u30c6\u30e0\u306b\u304a\u3051\u308b\u30cd\u30a4\u30c6\u30a3\u30d6\u306a\u4e16\u5e2f\u7ba1\u7406\u3088\u308a\u3082\u76f4\u611f\u7684\u3067\u306f\u306a\u3044\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u91d1\u878d\u53e3\u5ea7\u3001\u8ca1\u52d9\u76ee\u6a19\u3001\u305d\u306e\u4ed6\u306e\u91cd\u8981\u306a\u9867\u5ba2\u30c7\u30fc\u30bf\u30dd\u30a4\u30f3\u30c8\u3092\u8ffd\u8de1\u3059\u308b\u305f\u3081\u306e\u5805\u7262\u306a\u30c4\u30fc\u30eb\u3082\u63d0\u4f9b\u3057\u307e\u3059\u3002\u6a5f\u4f1a\u7ba1\u7406\u304c\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u3066\u304a\u308a\u3001\u30ea\u30fc\u30c9\u7ba1\u7406\u306f\u3001\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u3055\u307e\u3056\u307e\u306a\u6bb5\u968e\u3067\u306e\u898b\u8fbc\u307f\u9867\u5ba2\u306e\u8ffd\u8de1\u3001\u8ca9\u58f2\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u52b9\u7387\u306e\u5411\u4e0a\u3001\u9280\u884c\u307e\u305f\u306f\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30bb\u30af\u30bf\u30fc\u5185\u306e\u65b0\u3057\u3044\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u306e\u7279\u5b9a\u306e\u305f\u3081\u306e\u4e3b\u8981\u6a5f\u80fd\u3068\u3057\u3066\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u95a2\u4fc2\u30de\u30c3\u30d4\u30f3\u30b0\u30c4\u30fc\u30eb\u306f\u8996\u899a\u7684\u306b\u5370\u8c61\u7684\u3067\u3042\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u8907\u96d1\u306a\u9867\u5ba2\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u7406\u89e3\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u305f\u3060\u3057\u3001FSC\u306f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308a\u3001\u5b8c\u5168\u306a\u65e2\u88fd\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u306a\u3044\u3053\u3068\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u30cd\u30a4\u30c6\u30a3\u30d6\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30ec\u30dd\u30fc\u30c8\u3001\u30bb\u30ad\u30e5\u30a2\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306a\u3069\u306e\u6a5f\u80fd\u306e\u591a\u304f\u306f\u3001AppExchange\u306e\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u4ecb\u3057\u3066\u3001\u307e\u305f\u306f\u30ab\u30b9\u30bf\u30e0\u958b\u767a\u3092\u901a\u3058\u3066FSC\u306b\u8ffd\u52a0\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u300c\u30a2\u30e9\u30ab\u30eb\u30c8\u300d\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u67d4\u8edf\u6027\u3092\u63d0\u4f9b\u3057\u307e\u3059\u304c\u3001\u304b\u306a\u308a\u306e\u8907\u96d1\u3055\u3068\u30b3\u30b9\u30c8\u3082\u767a\u751f\u3059\u308b\u305f\u3081\u3001\u5fb9\u5e95\u7684\u306a\u691c\u8a0e\u304c\u5fc5\u8981\u3067\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e7%a9%b6%e6%a5%b5%e3%81%ae%e9%a1%a7%e5%ae%a2%e9%96%a2%e4%bf%82%e7%ae%a1%e7%90%86%e6%af%94%e8%bc%83-%e3%83%88%e3%83%83%e3%83%97crm%e3%83%84%e3%83%bc%e3%83%ab%e3%81%ae%e6%a9%9f%e8%83%bd\/\" target=\"_self\">CRM\u6bd4\u8f03<\/a> \u3053\u306e\u9053\u3092\u9032\u3080\u3053\u3068\u3092\u691c\u8a0e\u3057\u3066\u3044\u308b\u3042\u3089\u3086\u308b\u6a5f\u95a2\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u8907\u96d1\u3055\u3068\u30b3\u30b9\u30c8\u3092\u61f8\u5ff5\u3057\u3066\u3044\u308b\u65b9\u306b\u306f\u3001\u6b21\u3092\u691c\u8a0e\u3059\u308b\u3053\u3068\u3092\u304a\u52e7\u3081\u3057\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%82%bb%e3%83%bc%e3%83%ab%e3%82%b9%e3%83%95%e3%82%a9%e3%83%bc%e3%82%b9%e4%bb%a3%e6%9b%bf%e3%82%bd%e3%83%aa%e3%83%a5%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%83%bb%e3%83%99%e3%82%b9\/\" target=\"_self\">\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u306e\u4ee3\u66ff<\/a> \u8ce2\u660e\u306a\u63aa\u7f6e\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-limitations-to-consider\">\u8003\u616e\u3059\u3079\u304d\u5236\u9650\u4e8b\u9805\uff1a<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce\u306e\u30d1\u30ef\u30fc\u306f\u3001\u30e9\u30a4\u30bb\u30f3\u30b9\u6599\u3068\u5b9f\u88c5\u306e\u8907\u96d1\u3055\u306e\u4e21\u9762\u3067\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FSC\u306e\u6700\u5927\u306e\u6b20\u70b9\u306f\u305d\u306e\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\uff08TCO\uff09\u3067\u3042\u308b\u3002\u30b3\u30a2\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30e6\u30fc\u30b6\u30fc\u30e9\u30a4\u30bb\u30f3\u30b9\u6599\u306f\u3059\u3067\u306b\u5e02\u5834\u306e\u30d7\u30ec\u30df\u30a2\u30e0\u4fa1\u683c\u5e2f\u306b\u3042\u308b\u304c\u3001\u771f\u306e\u30b3\u30b9\u30c8\u306f\u30b7\u30b9\u30c6\u30e0\u306e\u5b9f\u88c5\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3001\u304a\u3088\u3073\u7d99\u7d9a\u7684\u306a\u30e1\u30f3\u30c6\u30ca\u30f3\u30b9\u306b\u3042\u308b\u3002FSC\u306e\u5c0e\u5165\u304c\u6210\u529f\u3059\u308b\u306b\u306f\u3001\u9ad8\u4fa1\u3067\u8a8d\u5b9a\u3055\u308c\u305fSalesforce\u30b3\u30f3\u30b5\u30eb\u30bf\u30f3\u30c8\u3084\u958b\u767a\u8005\u306e\u30c1\u30fc\u30e0\u304c\u307b\u307c\u5e38\u306b\u5fc5\u8981\u3068\u306a\u308b\u3002AppExchange\u306e\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u88fd\u30a2\u30d7\u30ea\u306e\u30b3\u30b9\u30c8\u3082\u6025\u901f\u306b\u304b\u3055\u3080\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u3055\u3089\u306b\u3001\u30de\u30eb\u30c1\u30d9\u30f3\u30c0\u30fc\u3067\u7d71\u5408\u91cd\u8996\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u4f9d\u5b58\u3059\u308b\u3053\u3068\u306f\u3001\u65ad\u7247\u5316\u3055\u308c\u305f\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3068\u3001\u304b\u306a\u308a\u306e\u30d9\u30f3\u30c0\u30fc\u7ba1\u7406\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u591a\u304f\u306e\u7d44\u7e54\u306b\u3068\u3063\u3066\u3001Salesforce Financial Services Cloud\u306f\u65b0\u898f\u30e6\u30fc\u30b6\u30fc\u304c\u7fd2\u5f97\u3059\u308b\u306b\u306f\u8907\u96d1\u3067\u56f0\u96e3\u3067\u3042\u308b\u305f\u3081\u3001\u6025\u5cfb\u306a\u5b66\u7fd2\u66f2\u7dda\u3082\u5b58\u5728\u3059\u308b\u3002\u5c0f\u898f\u6a21\u306a\u7d44\u7e54\u3001\u3042\u308b\u3044\u306f\u52b9\u7387\u6027\u3068\u4f4e\u3044TCO\u3092\u512a\u5148\u3059\u308b\u3088\u308a\u5927\u304d\u306a\u7d44\u7e54\u306b\u3068\u3063\u3066\u3082\u3001FSC\u306e\u8907\u96d1\u3055\u3068\u30b3\u30b9\u30c8\u306f\u5927\u304d\u306a\u969c\u58c1\u3068\u306a\u308a\u3046\u308b\u3002\u5f37\u529b\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u3042\u308b\u304c\u3001\u6c17\u5f31\u306a\u4eba\u3084\u61d0\u306e\u8efd\u3044\u4eba\u5411\u3051\u3067\u306f\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-wealthbox-the-modern-crm-for-financial-advisors\">3. Wealthbox\uff1a\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u305f\u3081\u306e\u30e2\u30c0\u30f3CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Wealthbox\u306f\u3001\u305d\u306e\u30e2\u30c0\u30f3\u3067\u76f4\u611f\u7684\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3068\u4f7f\u3044\u3084\u3059\u3055\u304b\u3089\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u9593\u3067\u9ad8\u3044\u8a55\u4fa1\u3092\u5f97\u3066\u3044\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5411\u3051CRM\u3068\u3057\u3066\u3001SEC\uff08\u7c73\u56fd\u8a3c\u5238\u53d6\u5f15\u59d4\u54e1\u4f1a\uff09\u307e\u305f\u306f\u5dde\u5f53\u5c40\u306e\u898f\u5236\u4e0b\u3067\u3001\u6709\u511f\u3067\u6295\u8cc7\u52a9\u8a00\u3084\u9867\u5ba2\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u7ba1\u7406\u3092\u884c\u3046\u72ec\u7acb\u7cfb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u767b\u9332\u6295\u8cc7\u9867\u554f\uff08RIA\uff09\u3001\u304a\u3088\u3073\u6709\u8cc7\u683c\u306e\u5c02\u9580\u5bb6\u3084\u4f01\u696d\u5411\u3051\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u5c06\u6765\u3092\u898b\u636e\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u3092\u652f\u3048\u308b\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 \u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u5fb9\u5e95\u7684\u306b\u3053\u3060\u308f\u3063\u3066\u8a2d\u8a08\u3055\u308c\u305fWealthbox\u306f\u3001\u53e4\u81ed\u304f\u4f7f\u3044\u52dd\u624b\u306e\u60aa\u3044\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u304c\u4e3b\u6d41\u3068\u306a\u308a\u304c\u3061\u306a\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u4e00\u670d\u306e\u6e05\u6dbc\u611f\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u7f8e\u3057\u304f\u30c7\u30b6\u30a4\u30f3\u3055\u308c\u3001\u76f4\u611f\u7684\u3067\u3001\u4f7f\u3044\u3084\u3059\u3044<a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/crm%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0%e3%81%ae%e4%b8%8a%e6%89%8b%e3%81%aa%e4%bd%bf%e3%81%84%e6%96%b9\/\" target=\"_self\">CRM\u3092\u4f7f\u7528\u3059\u308b<\/a> \u3053\u308c\u306f\u3001\u73fe\u4ee3\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30cb\u30fc\u30ba\u306b\u7279\u5316\u3057\u3066\u8abf\u6574\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002\u5805\u7262\u306a\u9023\u7d61\u5148\u7ba1\u7406\u3001\u5f37\u529b\u306a\u30bf\u30b9\u30af\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316\u3001\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u30b9\u30c8\u30ea\u30fc\u30e0\u3084\u5171\u6709\u30ab\u30ec\u30f3\u30c0\u30fc\u306a\u3069\u306e\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u306e\u30b9\u30a4\u30fc\u30c8\u3092\u542b\u3080\u3001\u30b3\u30a2CRM\u6a5f\u80fd\u306e\u5805\u5b9f\u306a\u30bb\u30c3\u30c8\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30c1\u30fc\u30e0\u306b\u3068\u3063\u3066\u512a\u308c\u305f\u9078\u629e\u80a2\u3068\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001Wealthbox\u304c\u30cb\u30c3\u30c1\u306a\u30d7\u30ec\u30fc\u30e4\u30fc\u3067\u3042\u308b\u3053\u3068\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u72ec\u7acb\u7cfb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u767b\u9332\u6295\u8cc7\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\uff08RIA\uff09\u3001\u4e3b\u306b\u7c73\u56fd\u5e02\u5834\u306e\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u305d\u306e\u5206\u91ce\u3067\u512a\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u6a5f\u80fd\u30bb\u30c3\u30c8\u306f\u3001\u3053\u306e\u30bf\u30fc\u30b2\u30c3\u30c8\u30aa\u30fc\u30c7\u30a3\u30a8\u30f3\u30b9\u306b\u3068\u3063\u3066\u306f\u512a\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u56fd\u969b\u7684\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u307e\u305f\u306f\u5927\u898f\u6a21\u3067\u8907\u6570\u306e\u7ba1\u8f44\u533a\u57df\u306b\u307e\u305f\u304c\u308b\u91d1\u878d\u6a5f\u95a2\u306e\u8907\u96d1\u306a\u8981\u4ef6\u306b\u5bfe\u5fdc\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-why-it-s-a-top-choice-1\">\u30c8\u30c3\u30d7\u306e\u9078\u629e\u80a2\u3067\u3042\u308b\u7406\u7531\uff1a<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b7\u30f3\u30d7\u30eb\u3055\u3001\u4f7f\u3044\u3084\u3059\u3055\u3001\u305d\u3057\u3066\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u65e5\u5e38\u696d\u52d9\u3078\u306e\u5f37\u3044\u3053\u3060\u308f\u308a\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox\u306e\u30e2\u30c3\u30c8\u30fc\u306f\u30b7\u30f3\u30d7\u30eb\u3055\u3067\u3042\u308a\u3001\u305d\u306e\u7d04\u675f\u3092\u5927\u3044\u306b\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30b3\u30a2\u3068\u306a\u308b\u65e5\u5e38\u696d\u52d9\u3092\u52b9\u7387\u5316\u3059\u308b\u3053\u3068\u306b\u512a\u308c\u3066\u3044\u307e\u3059\u3002\u30af\u30ea\u30fc\u30f3\u3067\u6574\u7406\u3055\u308c\u305f\u30c7\u30b6\u30a4\u30f3\u3068\u76f4\u611f\u7684\u306a\u30ca\u30d3\u30b2\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u65b0\u3057\u3044\u30e6\u30fc\u30b6\u30fc\u306f\u6570\u9031\u9593\u3067\u306f\u306a\u304f\u6570\u6642\u9593\u3067\u3001\u6700\u5c0f\u9650\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3067\u4f7f\u3044\u59cb\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u300c\u30bd\u30fc\u30b7\u30e3\u30ebCRM\u300d\u306e\u3088\u3046\u306a\u611f\u899a\u306f\u3001\u4e2d\u592e\u306e\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u30b9\u30c8\u30ea\u30fc\u30e0\u3068\u4f7f\u3044\u3084\u3059\u3044\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u3092\u5099\u3048\u3066\u304a\u308a\u3001\u6700\u65b0\u306e\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u76f4\u611f\u7684\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u306b\u6163\u308c\u305f\u3001\u3088\u308a\u82e5\u304f\u3001\u3088\u308a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u7cbe\u901a\u3057\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3088\u304f\u97ff\u304d\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u95a2\u4fc2\u3084\u65e5\u3005\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u3001\u30b7\u30f3\u30d7\u30eb\u3067\u624b\u9593\u306e\u304b\u304b\u3089\u306a\u3044CRM\u3092\u5fc5\u8981\u3068\u3059\u308b\u72ec\u7acb\u7cfb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u5c0f\u898f\u6a21\u306aRIA\u306b\u3068\u3063\u3066\u3001Wealthbox\u306f\u5e02\u5834\u3067\u6700\u826f\u306e\u9078\u629e\u80a2\u306e1\u3064\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-features-for-financial-advisors\">\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5411\u3051\u306e\u4e3b\u306a\u6a5f\u80fd\uff1a<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Wealthbox\u306f\u3001\u73fe\u4ee3\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5411\u3051\u306b\u3001\u3088\u304f\u8a2d\u8a08\u3055\u308c\u305f\u4e00\u9023\u306e\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox\u306e\u4e3b\u306a\u6a5f\u80fd\u306b\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u3059\u3079\u3066\u306e\u3084\u308a\u53d6\u308a\u30921\u304b\u6240\u3067\u898b\u3084\u3059\u304f\u3059\u308b\u3001\u7f8e\u3057\u304f\u30c7\u30b6\u30a4\u30f3\u3055\u308c\u305f\u9023\u7d61\u5148\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u30bf\u30b9\u30af\u304a\u3088\u3073\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u81ea\u52d5\u5316\u30a8\u30f3\u30b8\u30f3\u306f\u3001\u5c02\u7528\u306eBPM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u307b\u3069\u5f37\u529b\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u4e00\u822c\u7684\u3067\u7e70\u308a\u8fd4\u3057\u884c\u308f\u308c\u308b\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u306e\u306b\u5341\u5206\u306a\u80fd\u529b\u304c\u3042\u308a\u307e\u3059\u3002\u30bb\u30fc\u30eb\u30b9\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u3082\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u3066\u304a\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3067\u9867\u5ba2\u3092\u8ffd\u8de1\u3057\u3001\u30bb\u30fc\u30eb\u30b9\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5171\u540c\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u30b9\u30c8\u30ea\u30fc\u30e0\u306f\u969b\u7acb\u3063\u305f\u6a5f\u80fd\u3067\u3042\u308a\u3001\u30c1\u30fc\u30e0\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30cf\u30d6\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3001\u5168\u54e1\u304c\u540c\u3058\u8a8d\u8b58\u3067\u4f5c\u696d\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002Wealthbox\u306f\u3001\u696d\u754c\u3067\u6700\u9ad8\u306e\u30e2\u30d0\u30a4\u30eb\u30a2\u30d7\u30ea\u306e1\u3064\u3082\u8a87\u3063\u3066\u304a\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3069\u3053\u304b\u3089\u3067\u3082\u751f\u7523\u6027\u3092\u7dad\u6301\u3067\u304d\u307e\u3059\u3002\u30cd\u30a4\u30c6\u30a3\u30d6\u3067\u306f\u306a\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u307e\u305f\u306f\u8ca1\u52d9\u8a08\u753b\u30c4\u30fc\u30eb\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u4ed6\u306e\u4eba\u6c17\u306e\u3042\u308bWealthtech\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u9023\u643a\u306b\u3088\u308b\u5927\u898f\u6a21\u3067\u6210\u9577\u3057\u3066\u3044\u308b\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u304c\u3042\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u72ec\u81ea\u306e\u30d9\u30b9\u30c8\u30aa\u30d6\u30d6\u30ea\u30fc\u30c9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-where-it-falls-short-for-banks\">\u9280\u884c\u306b\u3068\u3063\u3066\u306e\u6b20\u70b9<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u30b7\u30f3\u30d7\u30eb\u3055\u3092\u91cd\u8996\u3059\u308b\u59ff\u52e2\u306f\u3001\u9280\u884c\u696d\u52d9\u3084\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u5fc5\u8981\u306a\u6df1\u307f\u306b\u6b20\u3051\u3066\u3044\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox\u306f\u3001\u305d\u306e\u9078\u3070\u308c\u305f\u30cb\u30c3\u30c1\u5206\u91ce\u3067\u512a\u308c\u305f\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u767a\u63ee\u3057\u307e\u3059\u304c\u3001\u305d\u306e\u30b7\u30f3\u30d7\u30eb\u3055\u3068\u4f7f\u3044\u3084\u3059\u3055\u3068\u3044\u3046\u5f37\u307f\u306f\u3001\u9280\u884c\u3084\u5927\u898f\u6a21\u306a\u56fd\u969b\u7684\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f01\u696d\u3068\u3044\u3046\u6587\u8108\u3067\u8003\u3048\u308b\u3068\u5f31\u307f\u3068\u306a\u308a\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u306f\u521d\u6b69\u7684\u3067\u3042\u308a\u3001\u4e3b\u306b\u7c73\u56fd\u200b\u200b\u306e\u898f\u5236\u74b0\u5883\u3092\u5bfe\u8c61\u3068\u3057\u3066\u304a\u308a\u3001\u6b27\u5dde\u306eMiFID II\u3084\u30b9\u30a4\u30b9\u306eFINMA\u3068\u3044\u3063\u305f\u8907\u96d1\u306a\u8981\u4ef6\u306b\u5bfe\u3059\u308b\u5177\u4f53\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u306f\u307b\u3068\u3093\u3069\u3001\u3042\u308b\u3044\u306f\u5168\u304f\u3042\u308a\u307e\u305b\u3093\u3002\u30cd\u30a4\u30c6\u30a3\u30d6\u3067\u7d71\u5408\u3055\u308c\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3092\u63d0\u4f9b\u3057\u3066\u304a\u3089\u305a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306f\u6bd4\u8f03\u7684\u6700\u8fd1\u8ffd\u52a0\u3055\u308c\u305f\u57fa\u672c\u7684\u306a\u6a5f\u80fd\u3067\u3059\u3002Wealthbox\u306f\u3001\u9280\u884c\u304a\u3088\u3073\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u5206\u91ce\u306b\u304a\u3051\u308b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u52b9\u7387\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u5f37\u5316\u306b\u4e0d\u53ef\u6b20\u306a\u3001\u696d\u754c\u56fa\u6709\u306e\u30c4\u30fc\u30eb\u3084\u7d71\u5408\u6a5f\u80fd\u3082\u6b20\u3044\u3066\u3044\u307e\u3059\u3002\u5bb6\u8a08\u7ba1\u7406\u6a5f\u80fd\u306f\u3001\u5358\u7d14\u306a\u5bb6\u65cf\u69cb\u6210\u306b\u306f\u5bfe\u5fdc\u3067\u304d\u307e\u3059\u304c\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u3067\u4e00\u822c\u7684\u306a\u8907\u96d1\u3067\u591a\u5c64\u7684\u306a\u95a2\u4fc2\u3092\u51e6\u7406\u3059\u308b\u306b\u306f\u6d17\u7df4\u3055\u304c\u4e0d\u8db3\u3057\u3066\u3044\u307e\u3059\u3002\u9280\u884c\u3084\u5927\u898f\u6a21\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f01\u696d\u306b\u3068\u3063\u3066\u3001Wealthbox\u306f\u5358\u306b\u5b9f\u884c\u53ef\u80fd\u306a\u9078\u629e\u80a2\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u308c\u306f\u30e1\u30b9\u3067\u3042\u3063\u3066\u3001\u30b9\u30a4\u30b9\u30a2\u30fc\u30df\u30fc\u30ca\u30a4\u30d5\u3067\u306f\u306a\u3044\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-creatio-the-process-automation-leader\">4. Creatio\uff1a\u30d7\u30ed\u30bb\u30b9\u306e\u81ea\u52d5\u5316\u30ea\u30fc\u30c0\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Creatio\u306f\u3001\u5f37\u529b\u306aCRM\u3068\u30ed\u30fc\u30b3\u30fc\u30c9\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u7ba1\u7406\uff08BPM\uff09\u30a8\u30f3\u30b8\u30f3\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u30e6\u30cb\u30fc\u30af\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u7ba1\u7406<\/strong> \u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u5909\u5316\u3059\u308b\u30cb\u30fc\u30ba\u306b\u9069\u5fdc\u3055\u305b\u3001\u7d44\u7e54\u306e\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u3001\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u30e2\u30c7\u30eb\u5316\u3001\u81ea\u52d5\u5316\u3001\u5b9f\u884c\u3001\u5236\u5fa1\u3001\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306e\u898f\u5f8b\u3068\u30c4\u30fc\u30eb\u3092\u6307\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3068BPM\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u3053\u306e\u30e6\u30cb\u30fc\u30af\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u8907\u96d1\u3067\u72ec\u81ea\u306e\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u6301\u3064\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001Creatio\u3092\u5f37\u529b\u304b\u3064\u975e\u5e38\u306b\u67d4\u8edf\u306a\u3082\u306e\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5411\u3051\u88fd\u54c1\u306f\u3001\u9280\u884c\u696d\u52d9\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u5411\u3051\u306e\u3059\u3050\u306b\u4f7f\u3048\u308b\u6a5f\u80fd\u3068\u3044\u3046\u5f37\u56fa\u306a\u57fa\u76e4\u3092\u63d0\u4f9b\u3057\u307e\u3059\u304c\u3001\u305d\u306e\u771f\u306e\u5dee\u5225\u5316\u8981\u56e0\u306f\u3001\u4e8b\u5b9f\u4e0a\u3042\u3089\u3086\u308b\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u30fb\u6700\u9069\u5316\u3067\u304d\u308b\u80fd\u529b\u3067\u3059\u3002\u8907\u96d1\u306a\u8907\u6570\u6bb5\u968e\u306e\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304b\u3089\u3001\u9ad8\u5ea6\u306a\u30ed\u30fc\u30f3\u767a\u884c\u30fb\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u307e\u3067\u3001Creatio\u306eBPM\u30a8\u30f3\u30b8\u30f3\u306f\u3001\u30ed\u30fc\u30b3\u30fc\u30c9\u306e\u30d3\u30b8\u30e5\u30a2\u30eb\u74b0\u5883\u3067\u3053\u308c\u3089\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u30e2\u30c7\u30ea\u30f3\u30b0\u3001\u5b9f\u884c\u3001\u5206\u6790\u3059\u308b\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5927\u898f\u6a21\u306a\u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3\uff08DX\uff09\u306b\u7740\u624b\u3057\u3001\u9ad8\u5ea6\u306a\u5236\u5fa1\u3068\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u3092\u63d0\u4f9b\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63a2\u3057\u3066\u3044\u308b\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u9b45\u529b\u7684\u306a\u9078\u629e\u80a2\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-why-it-s-a-top-choice-2\">\u30c8\u30c3\u30d7\u306e\u9078\u629e\u80a2\u3067\u3042\u308b\u7406\u7531\uff1a<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u305d\u306e\u5f37\u529b\u306aBPM\u30a8\u30f3\u30b8\u30f3\u306b\u3088\u308a\u3001\u6bd4\u985e\u306a\u304d\u30d7\u30ed\u30bb\u30b9\u81ea\u52d5\u5316\u3068\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creatio\u306e\u6700\u5927\u306e\u5f37\u307f\u306f\u3001\u9593\u9055\u3044\u306a\u304f\u305d\u306e\u30ed\u30fc\u30b3\u30fc\u30c9BPM\u30a8\u30f3\u30b8\u30f3\u3067\u3059\u3002\u3053\u308c\u306f\u5358\u306a\u308b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30d3\u30eb\u30c0\u30fc\u3067\u306f\u306a\u304f\u3001\u30d3\u30b8\u30cd\u30b9\u30a2\u30ca\u30ea\u30b9\u30c8\u3084\u958b\u767a\u8005\u304c\u3001\u6700\u3082\u8907\u96d1\u306a\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u3067\u3042\u3063\u3066\u3082\u8996\u899a\u7684\u306b\u8a2d\u8a08\u3001\u5b9f\u884c\u3001\u5206\u6790\u3067\u304d\u308b\u3001\u5f37\u529b\u304b\u3064\u6d17\u7df4\u3055\u308c\u305f\u30c4\u30fc\u30eb\u3067\u3059\u3002 \u521d\u671f\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u63a5\u70b9\u304b\u3089\u7d99\u7d9a\u7684\u306a\u9577\u671f\u7684\u306a\u95a2\u4fc2\u7ba1\u7406\u306b\u81f3\u308b\u307e\u3067\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u3092\u5b8c\u5168\u306b\u518d\u69cb\u7bc9\u3057\u81ea\u52d5\u5316\u3057\u305f\u3044\u3068\u8003\u3048\u308b\u9280\u884c\u306b\u3068\u3063\u3066\u3001Creatio\u306f\u5f37\u529b\u304b\u3064\u67d4\u8edf\u306a\u30c4\u30fc\u30eb\u30ad\u30c3\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002 \u307e\u305f\u3001\u3053\u306eBPM\u30a8\u30f3\u30b8\u30f3\u306f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3092\u81ea\u52d5\u5316\u30fb\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3042\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u30d7\u30ed\u30e2\u30fc\u30b7\u30e7\u30f3\u6d3b\u52d5\u3092\u52b9\u7387\u5316\u3057\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u6226\u7565\u3092\u5f37\u5316\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u5168\u4f53\u306e\u52b9\u679c\u3092\u5411\u4e0a\u3055\u305b\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u4e2d\u5fc3\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u52b9\u679c\u7684\u306b\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u696d\u52d9\u52b9\u7387\u306e\u5287\u7684\u306a\u5411\u4e0a\u3001\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u306b\u304a\u3051\u308b\u4e00\u8cab\u6027\u306e\u5411\u4e0a\u3001\u305d\u3057\u3066\u3088\u308a\u5805\u7262\u3067\u76e3\u67fb\u53ef\u80fd\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4f53\u5236\u306e\u69cb\u7bc9\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-features-for-banks-amp-wealth-managers-1\">\u9280\u884c\u30fb\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u5411\u3051\u306e\u4e3b\u8981\u6a5f\u80fd<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Creatio\u306f\u3001\u5805\u5b9f\u306a\u8ca1\u52d9\u30b5\u30fc\u30d3\u30b9\u6a5f\u80fd\u306b\u52a0\u3048\u3001BPM\u30a8\u30f3\u30b8\u30f3\u306e\u5f37\u529b\u306a\u6a5f\u80fd\u3082\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creatio\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u88fd\u54c1\u306e\u4e3b\u306a\u7279\u5fb4\u306b\u306f\u3001\u5305\u62ec\u7684\u306a360\u5ea6\u9867\u5ba2\u30d3\u30e5\u30fc\u3001\u30ea\u30fc\u30c9\u304a\u3088\u3073\u5546\u8ac7\u7ba1\u7406\u30c4\u30fc\u30eb\u3001\u5e45\u5e83\u3044\u91d1\u878d\u5546\u54c1\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u5546\u54c1\u30ab\u30bf\u30ed\u30b0\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u307e\u305f\u3001\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308a\u3001\u55b6\u696d\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3092\u901a\u3058\u3066\u5546\u8ac7\u306e\u9032\u6357\u72b6\u6cc1\u3092\u76e3\u8996\u3067\u304d\u3001\u5546\u8ac7\u306b\u5bfe\u3059\u308b\u53ef\u8996\u6027\u3068\u5236\u5fa1\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u771f\u306e\u529b\u306f\u3001BPM\u30a8\u30f3\u30b8\u30f3\u3092\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30c9\u30e1\u30a4\u30f3\u306b\u5fdc\u7528\u3067\u304d\u308b\u70b9\u306b\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\/AML\u30c1\u30a7\u30c3\u30af\u3001\u9069\u5408\u6027\u304a\u3088\u3073\u9069\u5207\u6027\u30c6\u30b9\u30c8\u3001\u305d\u306e\u4ed6\u591a\u304f\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u95a2\u9023\u30d7\u30ed\u30bb\u30b9\u306b\u5bfe\u3057\u3066\u3001\u9ad8\u5ea6\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002InvestGlass\u3068\u540c\u69d8\u306b\u3001Creatio\u306f\u30af\u30e9\u30a6\u30c9\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u4e21\u65b9\u306e\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u30c7\u30fc\u30bf\u6240\u5728\u5730\u307e\u305f\u306f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8981\u4ef6\u304c\u53b3\u3057\u3044\u6a5f\u95a2\u306b\u3068\u3063\u3066\u5b9f\u884c\u53ef\u80fd\u306a\u9078\u629e\u80a2\u3068\u306a\u308a\u307e\u3059\u3002\u305f\u3060\u3057\u3001Salesforce\u3068\u540c\u69d8\u306b\u3001Creatio\u3082\u771f\u306b\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5b9f\u73fe\u3059\u308b\u306b\u306f\u3001\u304b\u306a\u308a\u306e\u8a2d\u5b9a\u304a\u3088\u3073\u958b\u767a\u4f5c\u696d\u3092\u5fc5\u8981\u3068\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308b\u3053\u3068\u3092\u7559\u610f\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u5f97\u3089\u308c\u308b\u3088\u3046\u306a\u3001\u3059\u3050\u306b\u4f7f\u3048\u308b\u3001\u91d1\u878d\u306b\u7279\u5316\u3057\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-the-learning-curve\">\u5b66\u7fd2\u66f2\u7dda<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Creatio\u306eBPM\u30a8\u30f3\u30b8\u30f3\u306e\u9ad8\u6027\u80fd\u3055\u306f\u3001\u305d\u306e\u5206\u3001\u7fd2\u5f97\u306e\u96e3\u6613\u5ea6\u3082\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creatio\u306eBPM\u30a8\u30f3\u30b8\u30f3\u306e\u5f37\u529b\u3055\u3068\u67d4\u8edf\u6027\u306b\u306f\u3001\u4ee3\u511f\u304c\u4f34\u3044\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e2d\u6838\u3068\u306a\u308bCRM\u6a5f\u80fd\u306f\u6bd4\u8f03\u7684\u30b7\u30f3\u30d7\u30eb\u3067\u4f7f\u3044\u3084\u3059\u3044\u3082\u306e\u306e\u3001\u30ed\u30fc\u30b3\u30fc\u30c9BPM\u30a8\u30f3\u30b8\u30f3\u3092\u7fd2\u5f97\u3059\u308b\u306b\u306f\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3084\u958b\u767a\u306b\u591a\u5927\u306a\u6295\u8cc7\u304c\u5fc5\u8981\u3068\u306a\u308a\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u771f\u306e\u529b\u3092\u5f15\u304d\u51fa\u3059\u305f\u3081\u306b\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u30e2\u30c7\u30ea\u30f3\u30b0\u3084Creatio\u306e\u30ed\u30fc\u30b3\u30fc\u30c9\u30c4\u30fc\u30eb\u306e\u4f7f\u7528\u306b\u719f\u7df4\u3057\u305f\u30d3\u30b8\u30cd\u30b9\u30a2\u30ca\u30ea\u30b9\u30c8\u3084\u958b\u767a\u8005\u304b\u3089\u306a\u308b\u5c02\u4efb\u30c1\u30fc\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3067\u3057\u3087\u3046\u3002 \u3053\u306e\u305f\u3081\u3001\u3088\u308a\u3059\u3050\u306b\u4f7f\u3048\u308b\u696d\u754c\u7279\u5316\u578b\u306eCRM\u3068\u6bd4\u8f03\u3059\u308b\u3068\u3001\u5c0e\u5165\u3084\u7dad\u6301\u7ba1\u7406\u304c\u3088\u308a\u8907\u96d1\u3067\u3001\u591a\u304f\u306e\u30ea\u30bd\u30fc\u30b9\u3092\u8981\u3059\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u5f37\u529b\u306a\u793e\u5185IT\u4f53\u5236\u3092\u5099\u3048\u3001\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306e\u518d\u69cb\u7bc9\u306b\u3064\u3044\u3066\u660e\u78ba\u306a\u30d3\u30b8\u30e7\u30f3\u3092\u6301\u3064\u7d44\u7e54\u5411\u3051\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-the-right-crm-for-your-institution\">\u3042\u306a\u305f\u306e\u7d44\u7e54\u306b\u6700\u9069\u306aCRM\u306e\u9078\u3073\u65b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044CRM\u306e\u9078\u5b9a\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u4e0b\u3059\u6700\u3082\u91cd\u8981\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4e0a\u306e\u6c7a\u5b9a\u306e\u4e00\u3064\u3067\u3059\u3002\u9069\u5207\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5927\u5e45\u306a\u6210\u9577\u3001\u52b9\u7387\u306e\u5411\u4e0a\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u3092\u53ef\u80fd\u306b\u3059\u308b\u4e00\u65b9\u3001\u9593\u9055\u3063\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9577\u5e74\u306e\u30d5\u30e9\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30ea\u30bd\u30fc\u30b9\u306e\u7121\u99c4\u3001\u6a5f\u4f1a\u306e\u640d\u5931\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u5927\u624b\u91d1\u878d\u6a5f\u95a2\u306f\u3001Oracle CRM\u3092\u691c\u8a0e\u3059\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3053\u308c\u306f\u3001\u8907\u96d1\u306a\u9867\u5ba2\u95a2\u4fc2\u3068\u696d\u52d9\u52b9\u7387\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u7d71\u5408\u3055\u308c\u305f\u5206\u6790\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u7ba1\u7406\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u8907\u96d1\u306a\u6c7a\u5b9a\u3092\u4e57\u308a\u8d8a\u3048\u308b\u305f\u3081\u306b\u306f\u3001\u5358\u306a\u308b\u6a5f\u80fd\u6bd4\u8f03\u306b\u3068\u3069\u307e\u3089\u306a\u3044\u3001\u69cb\u9020\u5316\u3055\u308c\u305f\u8a55\u4fa1\u30d7\u30ed\u30bb\u30b9\u306b\u5f93\u3046\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u8cb4\u884c\u304c\u9069\u5207\u306aCRM\u3092\u9078\u629e\u3059\u308b\u305f\u3081\u306e5\u3064\u306e\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-define-your-specific-needs\">1. \u5177\u4f53\u7684\u306a\u30cb\u30fc\u30ba\u3092\u660e\u78ba\u306b\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9069\u5207\u306aCRM\u3092\u9078\u629e\u3059\u308b\u524d\u306b\u3001CRM\u306b\u4f55\u3092\u3055\u305b\u305f\u3044\u306e\u304b\u3092\u6df1\u304f\u7406\u89e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d44\u7e54\u5168\u4f53\u306e\u95a2\u4fc2\u8005\uff08\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u3001IT\u30b9\u30bf\u30c3\u30d5\u3001\u7d4c\u55b6\u9663\u306a\u3069\uff09\u304b\u3089\u306a\u308b\u5b66\u969b\u7684\u306a\u30c1\u30fc\u30e0\u3092\u307e\u305a\u7de8\u6210\u3057\u307e\u3059\u3002\u65e2\u5b58\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u5fb9\u5e95\u7684\u306b\u5206\u6790\u3057\u3001\u4e3b\u8981\u306a\u554f\u984c\u70b9\u3068\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u7279\u5b9a\u3057\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u7ba1\u7406\u696d\u52d9\u306b\u6642\u9593\u3092\u304b\u3051\u3059\u304e\u3066\u3044\u307e\u305b\u3093\u304b\uff1f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5831\u544a\u306f\u624b\u4f5c\u696d\u3067\u6642\u9593\u306e\u304b\u304b\u308b\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u304b\uff1f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u6027\u3092\u5168\u4f53\u7684\u306b\u628a\u63e1\u3059\u308b\u306e\u306b\u82e6\u52b4\u3057\u3066\u3044\u307e\u305b\u3093\u304b\uff1f\u5177\u4f53\u7684\u306a\u30cb\u30fc\u30ba\u3068\u512a\u5148\u9806\u4f4d\u3092\u660e\u78ba\u306b\u5b9a\u7fa9\u3059\u308b\u3053\u3068\u3067\u3001\u6f5c\u5728\u7684\u306a\u30d9\u30f3\u30c0\u30fc\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306e\u30ac\u30a4\u30c9\u3068\u306a\u308b\u8a73\u7d30\u306a\u8981\u4ef6\u5b9a\u7fa9\u66f8\u3092\u4f5c\u6210\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u3042\u3089\u3086\u308b\u2026 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e7%a9%b6%e6%a5%b5%e3%81%ae%e9%a1%a7%e5%ae%a2%e9%96%a2%e4%bf%82%e7%ae%a1%e7%90%86%e6%af%94%e8%bc%83-%e3%83%88%e3%83%83%e3%83%97crm%e3%83%84%e3%83%bc%e3%83%ab%e3%81%ae%e6%a9%9f%e8%83%bd\/\" target=\"_self\">CRM\u6bd4\u8f03<\/a> \u30d7\u30ed\u30bb\u30b9\u3060\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-prioritise-data-security-and-sovereignty\">2. \u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u4e3b\u6a29\u3092\u512a\u5148\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u91d1\u878d\u306b\u304a\u3044\u3066\u3001\u30c7\u30fc\u30bf\u306f\u3042\u306a\u305f\u306b\u3068\u3063\u3066\u6700\u3082\u8cb4\u91cd\u306a\u8cc7\u7523\u3067\u3042\u308a\u3001\u305d\u308c\u3092\u4fdd\u8b77\u3059\u308b\u3053\u3068\u306f\u3042\u306a\u305f\u306e\u6700\u3082\u91cd\u8981\u306a\u8cac\u4efb\u3067\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306b\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u4e3b\u6a29\u3092\u6700\u512a\u5148\u4e8b\u9805\u306b\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u30d9\u30f3\u30c0\u30fc\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3001\u30c7\u30fc\u30bf\u6697\u53f7\u5316\u30dd\u30ea\u30b7\u30fc\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u8a8d\u5b9a\u3092\u7cbe\u67fb\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u30b9\u30a4\u30b9\u3084EU\u306e\u3088\u3046\u306a\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u6240\u5728\u5730\u8981\u4ef6\u3092\u6301\u3064\u6cd5\u57df\u3067\u4e8b\u696d\u3092\u884c\u3046\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001CRM\u3092\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u30db\u30b9\u30c8\u3059\u308b\u6a5f\u80fd\u306f\u3001\u91cd\u8981\u306a\u8003\u616e\u4e8b\u9805\u3067\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%80%e9%ab%98%e3%81%ae%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm-2023\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a>, \u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u5f37\u304f\u91cd\u8996\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u70b9\u3067\u3001\u591a\u304f\u306e\u7c73\u56fd\u30d9\u30fc\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3067\u306f\u5f97\u3089\u308c\u306a\u3044\u30ec\u30d9\u30eb\u306e\u5236\u5fa1\u3068\u5b89\u5fc3\u611f\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-evaluate-integration-capabilities\">3. \u7d71\u5408\u80fd\u529b\u306e\u8a55\u4fa1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u306f\u5358\u72ec\u3067\u5b58\u5728\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u4ed6\u306e\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u3068\u9023\u643a\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u4ee3\u306e\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3001\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u8ca1\u52d9\u8a08\u753b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306a\u3069\u3001\u8907\u96d1\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002\u9078\u629e\u3059\u308bCRM\u306f\u3001\u3053\u308c\u3089\u306e\u65e2\u5b58\u30b7\u30b9\u30c6\u30e0\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3055\u308c\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u5358\u4e00\u3067\u7d71\u4e00\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3092\u4f5c\u6210\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u5805\u7262\u3067\u5341\u5206\u306b\u6587\u66f8\u5316\u3055\u308c\u305fAPI\u3092\u5099\u3048\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u304a\u3088\u3073\u3059\u3067\u306b\u4f7f\u7528\u3057\u3066\u3044\u308b\u4e3b\u8981\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u65e2\u88fd\u306e\u7d71\u5408\u6a5f\u80fd\u3092\u63a2\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u30aa\u30fc\u30d7\u30f3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u5099\u3048\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9577\u671f\u306b\u308f\u305f\u3063\u3066\u3053\u308c\u3089\u306e\u91cd\u8981\u306a\u7d71\u5408\u3092\u69cb\u7bc9\u304a\u3088\u3073\u4fdd\u5b88\u3059\u308b\u306e\u3092\u5bb9\u6613\u306b\u3057\u3001\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-consider-total-cost-of-ownership-tco\">4. \u5c0e\u5165\u30fb\u7dad\u6301\u30fb\u5ec3\u68c4\u306b\u304b\u304b\u308b\u7dcf\u30b3\u30b9\u30c8\uff08TCO\uff09\u3092\u8003\u616e\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u306e\u30b9\u30c6\u30c3\u30ab\u30fc\u4fa1\u683c\u306f\u305d\u306e\u7269\u8a9e\u306e\u59cb\u307e\u308a\u306b\u904e\u304e\u307e\u305b\u3093\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u306e\u771f\u306e\u30b3\u30b9\u30c8\u3092\u628a\u63e1\u3059\u308b\u306b\u306f\u3001\u521d\u671f\u30e9\u30a4\u30bb\u30f3\u30b9\u6599\u91d1\u3060\u3051\u3067\u306a\u304f\u3001\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\uff08TCO\uff09\u3092\u8003\u616e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u5c0e\u5165\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u3001\u30e6\u30fc\u30b6\u30fc\u7814\u4fee\u3001\u7d99\u7d9a\u7684\u306a\u4fdd\u5b88\u304a\u3088\u3073\u30b5\u30dd\u30fc\u30c8\u306e\u8cbb\u7528\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u8868\u9762\u4e0a\u306f\u5b89\u4fa1\u306b\u898b\u3048\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3082\u3001 extensive \u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3084\u5c02\u9580\u30b3\u30f3\u30b5\u30eb\u30bf\u30f3\u30c8\u30c1\u30fc\u30e0\u306b\u3088\u308b\u7ba1\u7406\u304c\u5fc5\u8981\u306a\u5834\u5408\u3001\u9577\u671f\u7684\u306b\u306f\u306f\u308b\u304b\u306b\u9ad8\u4fa1\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u5404\u30d9\u30f3\u30c0\u30fc\u304b\u3089\u3001\u6f5c\u5728\u7684\u306a\u3059\u3079\u3066\u306e\u8cbb\u7528\u306e\u8a73\u7d30\u306a\u5185\u8a33\u3092\u5165\u624b\u3057\u3001\u610f\u601d\u6c7a\u5b9a\u30d7\u30ed\u30bb\u30b9\u306b\u305d\u308c\u3089\u3092\u8003\u616e\u306b\u5165\u308c\u308b\u3088\u3046\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-future-proof-with-a-scalable-solution\">5. \u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u5c06\u6765\u306b\u5bfe\u5fdc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u306f\u5e38\u306b\u9032\u5316\u3057\u3066\u304a\u308a\u3001CRM\u3082\u305d\u308c\u306b\u5408\u308f\u305b\u3066\u9032\u5316\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3092\u9078\u3076\u969b\u306f\u3001\u4eca\u65e5\u5fc5\u8981\u306a\u6a5f\u80fd\u3060\u3051\u3067\u306a\u304f\u30015\u5e74\u5f8c\u300110\u5e74\u5f8c\u306e\u30cb\u30fc\u30ba\u3082\u8003\u616e\u3057\u307e\u3057\u3087\u3046\u3002\u65b0\u3057\u3044\u9867\u5ba2\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3001\u4e8b\u696d\u90e8\u9580\u3092\u8ffd\u52a0\u3057\u3066\u3044\u304f\u4e2d\u3067\u3001\u305d\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u6210\u9577\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u304b\uff1f\u30d9\u30f3\u30c0\u30fc\u306f\u9769\u65b0\u306b\u304a\u3051\u308b\u78ba\u304b\u306a\u5b9f\u7e3e\u3068\u3001\u5c06\u6765\u306e\u958b\u767a\u306b\u95a2\u3059\u308b\u660e\u78ba\u306a\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u304b\uff1fZoho CRM\u306e\u3088\u3046\u306a\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u3067\u624b\u9803\u306a\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u3001\u305d\u306e\u7d71\u5408\u6a5f\u80fd\u3068\u4f7f\u3044\u3084\u3059\u3044\u6a5f\u80fd\u306b\u3088\u308a\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u4e2d\u5c0f\u4f01\u696d\u306e\u9593\u3067\u4eba\u6c17\u304c\u3042\u308a\u307e\u3059\u3002\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u3067\u5c06\u6765\u6027\u306e\u3042\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3067\u3001\u65b0\u3057\u3044CRM\u3078\u306e\u6295\u8cc7\u304c\u4eca\u5f8c\u4f55\u5e74\u306b\u3082\u308f\u305f\u3063\u3066\u5229\u76ca\u3092\u751f\u307f\u51fa\u3057\u7d9a\u3051\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u3001 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%aa%e6%9d%a5%e3%81%ae%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%ef%bc%9f\/\" target=\"_self\">\u672a\u6765\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs\">\u3088\u304f\u3042\u308b\u8cea\u554f (FAQ)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-main-difference-between-a-generic-crm-and-a-financial-services-crm\">\u6c4e\u7528CRM\u3068\u91d1\u878d\u30b5\u30fc\u30d3\u30b9CRM\u306e\u4e3b\u306a\u9055\u3044\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306aCRM\u306f\u3001\u30ea\u30fc\u30c9\u3092\u4e00\u5ea6\u9650\u308a\u306e\u8ca9\u58f2\u306b\u8ee2\u63db\u3059\u308b\u3053\u3068\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u3001\u7dda\u5f62\u7684\u306a\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u3092\u60f3\u5b9a\u3057\u3066\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9CRM\u306f\u3001\u8907\u96d1\u3067\u9577\u671f\u7684\u306a\u95a2\u4fc2\u3092\u7ba1\u7406\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5bb6\u65cf\u3084\u30d3\u30b8\u30cd\u30b9\u306e\u3064\u306a\u304c\u308a\u3092\u8ffd\u8de1\u3059\u308b\u305f\u3081\u306e\u30cf\u30a6\u30b9\u30ad\u30fc\u30d4\u30f3\u30b0\u6a5f\u80fd\u3001MiFID II\u3084FINMA\u306a\u3069\u306e\u898f\u5236\u306b\u5bfe\u5fdc\u3059\u308b\u5805\u7262\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u3001\u7d71\u5408\u8ca1\u52d9\u8a08\u753b\u304a\u3088\u3073\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u9023\u643a\u3068\u3044\u3063\u305f\u5c02\u9580\u7684\u306a\u6a5f\u80fd\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-is-householding-so-important-in-a-wealth-management-crm\">\u5bb6\u8a08\u7ba1\u7406\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8CRM\u306b\u304a\u3044\u3066\u306a\u305c\u305d\u308c\u307b\u3069\u91cd\u8981\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30cf\u30a6\u30b9\u30db\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u306f\u3001\u5bb6\u65cf\u3084\u95a2\u9023\u3059\u308b\u4fe1\u8a17\u3001\u4e8b\u696d\u4f53\u306a\u3069\u306e\u95a2\u9023\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u5358\u4e00\u306e\u30e6\u30cb\u30c3\u30c8\u306b\u30b0\u30eb\u30fc\u30d7\u5316\u3059\u308b\u6a5f\u80fd\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u5bcc\u88d5\u5c64\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u5bb6\u65cf\u306e\u7dcf\u8cc7\u7523\u3001\u8907\u96d1\u306a\u95a2\u4fc2\u3001\u8ca1\u52d9\u76ee\u6a19\u3092\u5305\u62ec\u7684\u306b\u628a\u63e1\u3067\u304d\u308b\u305f\u3081\u3001\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3088\u308a\u5305\u62ec\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u4e16\u4ee3\u9593\u306e\u8cc7\u7523\u79fb\u8ee2\u306e\u6a5f\u4f1a\u3092\u7279\u5b9a\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u5b8c\u5168\u306a\u8ca1\u52d9\u72b6\u6cc1\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u52b9\u679c\u7684\u306a\u3042\u3089\u3086\u308b\u3082\u306e\u306e\u6838\u3068\u306a\u308b\u8981\u7d20\u3067\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e5%90%91%e3%81%91crc\/\" target=\"_self\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5411\u3051CRM<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-help-with-mifid-ii-and-finma-compliance\">CRM\u306f\u3001MiFID II\u304a\u3088\u3073FINMA\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3061\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u5c02\u7528\u306eCRM\u306f\u3001MiFID II\u3084FINMA\u306e\u3088\u3046\u306a\u898f\u5236\u306e\u4e3b\u8981\u306a\u8981\u4ef6\u3067\u3042\u308b\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306e\u81ea\u52d5\u5316\u3055\u308c\u3001\u76e3\u67fb\u53ef\u80fd\u306a\u8a18\u9332\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u63a8\u5968\u4e8b\u9805\u304c\u4f5c\u6210\u3055\u308c\u308b\u524d\u306b\u9069\u5408\u6027\u304a\u3088\u3073\u9069\u5207\u6027\u30c1\u30a7\u30c3\u30af\u3092\u5f37\u5236\u3057\u3001\u9867\u5ba2\u306e\u540c\u610f\u3092\u5b89\u5168\u306b\u8a18\u9332\u3057\u3001\u3059\u3079\u3066\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304a\u3088\u3073\u53d6\u5f15\u306e\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u4ed8\u304d\u76e3\u67fb\u8a3c\u8de1\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6a5f\u95a2\u306f\u3044\u3064\u3067\u3082\u898f\u5236\u5f53\u5c40\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u8a3c\u660e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-i-migrate-my-existing-client-data-to-a-new-crm\">\u65e2\u5b58\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u3092\u65b0\u3057\u3044CRM\u306b\u79fb\u884c\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3001\u30c7\u30fc\u30bf\u79fb\u884c\u306f\u3069\u306e\u3088\u3046\u306a\u5834\u5408\u3067\u3082\u6a19\u6e96\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u306e\u4e00\u90e8\u3067\u3059 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/crm%e3%81%ae%e5%b0%8e%e5%85%a5%e3%82%92%e6%88%90%e5%8a%9f%e3%81%95%e3%81%9b%e3%82%8b%e3%81%ab%e3%81%af\/\" target=\"_self\">CRM\u306e\u5c0e\u5165<\/a> \u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3002InvestGlass\u3092\u542b\u3080\u307b\u3068\u3093\u3069\u306eCRM\u30d9\u30f3\u30c0\u30fc\u306f\u3001\u65e2\u5b58\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u3084\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u304b\u3089\u65b0\u3057\u3044\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u79fb\u884c\u3059\u308b\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u79fb\u884c\u306e\u8907\u96d1\u3055\u306f\u3001\u65e2\u5b58\u30c7\u30fc\u30bf\u306e\u54c1\u8cea\u3068\u5f62\u5f0f\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u304c\u3001\u512a\u308c\u305f\u30d9\u30f3\u30c0\u30fc\u306f\u3001\u30b9\u30e0\u30fc\u30ba\u3067\u6210\u529f\u3057\u305f\u79fb\u884c\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306b\u5354\u529b\u3057\u3066\u304f\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-a-cloud-based-or-on-premise-crm-better-for-a-bank\">\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u304b\u3001\u305d\u308c\u3068\u3082 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e9%81%a9%e5%88%87%e3%81%aa%e3%83%99%e3%83%b3%e3%83%80%e3%83%bc%e9%81%b8%e6%8a%9e%e3%82%ac%e3%82%a4\/\" target=\"_self\">\u30aa\u30f3\u30d7\u30ec\u30df\u30b9CRM<\/a> \u9280\u884c\u306b\u3068\u3063\u3066\u3088\u308a\u826f\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3069\u3061\u3089\u306e\u9078\u629e\u80a2\u306b\u3082\u4e00\u9577\u4e00\u77ed\u304c\u3042\u308a\u307e\u3059\u3002. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%93%e3%82%b8%e3%83%8d%e3%82%b9%e3%82%92%e5%a4%89%e9%9d%a9%e3%81%99%e3%82%8b%e3%82%af%e3%83%a9%e3%82%a6%e3%83%89%e3%83%99%e3%83%bc%e3%82%b9%e3%81%aecrm%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6\/\" target=\"_self\">\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306eCRM<\/a> \u521d\u671f\u8cbb\u7528\u304c\u4f4e\u304f\u3001\u62e1\u5f35\u304c\u5bb9\u6613\u3067\u3001\u793e\u5185IT\u306e\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u304c\u5c11\u306a\u3044\u3068\u3044\u3046\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u306b\u95a2\u3059\u308b\u53b3\u3057\u3044\u8981\u4ef6\u3092\u6301\u3064\u9280\u884c\u3084\u3001\u30c7\u30fc\u30bf\u306b\u5bfe\u3059\u308b\u6700\u5927\u9650\u306e\u7ba1\u7406\u3092\u6c42\u3081\u3066\u3044\u308b\u9280\u884c\u306b\u3068\u3063\u3066\u306f\u3001 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%80%e9%ab%98%e3%81%ae%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm-2023\/\" target=\"_self\">\u30aa\u30f3\u30d7\u30ec\u30df\u30b9CRM<\/a> \u307e\u305f\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u5c55\u958b\u304c\u3088\u308a\u826f\u3044\u9078\u629e\u80a2\u3068\u306a\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u6c7a\u5b9a\u306f\u3001\u8cb4\u6a5f\u95a2\u306e\u7279\u5b9a\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30dd\u30ea\u30b7\u30fc\u3001\u898f\u5236\u74b0\u5883\u3001IT\u6226\u7565\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-role-does-ai-play-in-modern-financial-crms\">AI\u306f\u73fe\u4ee3\u306e\u91d1\u878dCRM\u306b\u304a\u3044\u3066\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002\n\n*   **\u9867\u5ba2\u7406\u89e3\u306e\u6df1\u5316:** \u9867\u5ba2\u306e\u53d6\u5f15\u5c65\u6b74\u3001\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u306a\u3069\u3092\u5206\u6790\u3057\u3001\u500b\u3005\u306e\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3084\u55dc\u597d\u3092\u3088\u308a\u6df1\u304f\u7406\u89e3\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u3084\u7684\u78ba\u306a\u63d0\u6848\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\n*   **\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u6700\u9069\u5316:** AI\u306f\u3001\u5c5e\u6027\u3001\u884c\u52d5\u3001\u4fa1\u5024\u306a\u3069\u306b\u57fa\u3065\u3044\u3066\u9867\u5ba2\u3092\u3088\u308a\u7cbe\u5bc6\u306b\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3084\u3001\u5404\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5408\u308f\u305b\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\n*   **\u30ea\u30b9\u30af\u7ba1\u7406\u3068\u4e0d\u6b63\u691c\u77e5:** \u904e\u53bb\u306e\u30c7\u30fc\u30bf\u3084\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u53d6\u5f15\u30d1\u30bf\u30fc\u30f3\u3092\u5206\u6790\u3057\u3001\u6f5c\u5728\u7684\u306a\u30ea\u30b9\u30af\u3084\u4e0d\u6b63\u884c\u70ba\u3092\u65e9\u671f\u306b\u691c\u77e5\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u640d\u5931\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u9867\u5ba2\u8cc7\u7523\u3092\u4fdd\u8b77\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\n*   **\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u5411\u4e0a:** AI\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u3084\u30d0\u30fc\u30c1\u30e3\u30eb\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8\u306f\u300124\u6642\u9593365\u65e5\u3001\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u306b\u5bfe\u5fdc\u3057\u3001\u8fc5\u901f\u304b\u3064\u52b9\u7387\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u3068\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u307e\u3059\u3002\n*   **\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u81ea\u52d5\u5316\u3068\u52b9\u7387\u5316:** \u30ea\u30fc\u30c9\u306e\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3001\u63a8\u5968\u3055\u308c\u308b\u6b21\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u306e\u63d0\u6848\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u306e\u81ea\u52d5\u5316\u306a\u3069\u3001\u55b6\u696d\u62c5\u5f53\u8005\u306e\u65e5\u5e38\u696d\u52d9\u3092\u652f\u63f4\u3057\u3001\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002\n*   **\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30ec\u30b3\u30e1\u30f3\u30c7\u30fc\u30b7\u30e7\u30f3:** AI\u306f\u3001\u9867\u5ba2\u306e\u72b6\u6cc1\u3084\u904e\u53bb\u306e\u884c\u52d5\u306b\u57fa\u3065\u3044\u3066\u3001\u6700\u9069\u306a\u91d1\u878d\u5546\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u63a8\u5968\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30af\u30ed\u30b9\u30bb\u30eb\u3084\u30a2\u30c3\u30d7\u30bb\u30eb\u306e\u6a5f\u4f1a\u3092\u5897\u52a0\u3055\u305b\u307e\u3059\u3002\n*   **\u4e88\u6e2c\u5206\u6790:** \u5c06\u6765\u306e\u9867\u5ba2\u884c\u52d5\u3001\u5e02\u5834\u30c8\u30ec\u30f3\u30c9\u3001\u58f2\u4e0a\u306a\u3069\u3092\u4e88\u6e2c\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u3088\u308a\u6226\u7565\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\n\n\u3053\u308c\u3089\u306e\u6a5f\u80fd\u306b\u3088\u308a\u3001AI\u306f\u91d1\u878d\u6a5f\u95a2\u304c\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u52b9\u7387\u6027\u3092\u9ad8\u3081\u3001\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u30c4\u30fc\u30eb\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306f\u3001\u5358\u7d14\u306a\u81ea\u52d5\u5316\u3092\u8d85\u3048\u3066\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u6d1e\u5bdf\u3068\u652f\u63f4\u3092\u63d0\u4f9b\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u91d1\u878dCRM\u306b\u304a\u3044\u3066\u307e\u3059\u307e\u3059\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002AI\u642d\u8f09\u30c4\u30fc\u30eb\u306f\u3001 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e3%82%a2%e3%82%b7%e3%82%b9%e3%82%bf%e3%83%b3%e3%82%b9%e3%81%ae%e6%9c%aa%e6%9d%a5%e3%82%92%e3%83%8a%e3%83%93%e3%82%b2%e3%83%bc%e3%83%88%e3%81%99%e3%82%8b%e3%82%a4%e3%83%b3%e3%83%99\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306eAI\u30b3\u30d1\u30a4\u30ed\u30c3\u30c8<\/a>, \u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u6b21\u306e\u6700\u5584\u306e\u884c\u52d5\u3092\u63d0\u6848\u3057\u305f\u308a\u3001\u96e2\u53cd\u30ea\u30b9\u30af\u306e\u3042\u308b\u9867\u5ba2\u3092\u7279\u5b9a\u3057\u305f\u308a\u3001\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30d7\u30ed\u30bb\u30b9\u306e\u4e00\u90e8\u3092\u81ea\u52d5\u5316\u3057\u305f\u308a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3044\u3066\u3001\u3088\u308a\u7a4d\u6975\u7684\u3001\u500b\u5225\u7684\u3001\u304b\u3064\u52b9\u7387\u7684\u306b\u306a\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-ensure-data-sovereignty-and-security\">InvestGlass\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u3069\u306e\u3088\u3046\u306b\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u4e3b\u6a29\u3092\u91cd\u8996\u3057\u3066\u304a\u308a\u3001\u6700\u3082\u53b3\u683c\u306a\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3059\u305f\u3081\u306e\u8907\u6570\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5b89\u5168\u306a\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u9078\u629e\u3057\u305f\u7ba1\u8f44\u533a\u57df\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u3001\u307e\u305f\u306f\u9280\u884c\u81ea\u8eab\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5185\u306e\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u5b8c\u5168\u306b\u5c55\u958b\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u67d4\u8edf\u6027\u3068\u5805\u7262\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u7d44\u307f\u5408\u308f\u305b\u306b\u3088\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u3092\u5b8c\u5168\u306b\u7ba1\u7406\u3067\u304d\u3001\u3053\u308c\u306f\u5f7c\u3089\u306e\u91cd\u8981\u306a\u5074\u9762\u3067\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%aa%e3%82%b9%e3%82%af%e7%ae%a1%e7%90%86-%e3%82%b9%e3%82%a4%e3%82%b9%e3%81%ae%e4%b8%bb%e6%a8%a9\/\" target=\"_self\">\u30ea\u30b9\u30af\u7ba1\u7406\u6226\u7565<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-a-client-or-investor-portal-and-why-do-i-need-one\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306f\u4f55\u3067\u3059\u304b <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e6%8a%95%e8%b3%87%e5%ae%b6%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_self\">\u6295\u8cc7\u5bb6\u30dd\u30fc\u30bf\u30eb<\/a>, \u3001\u305d\u3057\u3066\u306a\u305c\u305d\u308c\u304c\u5fc5\u8981\u306a\u306e\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u307e\u305f\u306f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%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%e3%82%81%e3%81%ae%e6%8a%95%e8%b3%87%e5%ae%b6%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_self\">\u6295\u8cc7\u5bb6\u30dd\u30fc\u30bf\u30eb<\/a> \u3053\u308c\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30ed\u30b0\u30a4\u30f3\u3057\u3066\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u8868\u793a\u3057\u305f\u308a\u3001\u30ec\u30dd\u30fc\u30c8\u306b\u30a2\u30af\u30bb\u30b9\u3057\u305f\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u5b89\u5168\u306b\u901a\u4fe1\u3057\u305f\u308a\u3067\u304d\u308b\u3001\u5b89\u5168\u3067\u30d6\u30e9\u30f3\u30c9\u5316\u3055\u308c\u305fWeb\u30d9\u30fc\u30b9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u73fe\u4ee3\u306e\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u306a\u30c4\u30fc\u30eb\u3067\u3042\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u73fe\u5728\u671f\u5f85\u3057\u3066\u3044\u308b\u60c5\u5831\u3078\u306e\u30aa\u30f3\u30c7\u30de\u30f3\u30c9\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3068\u540c\u6642\u306b\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u901a\u4fe1\u3092\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u3088\u3046\u306a\u5b89\u5168\u3067\u306a\u3044\u30c1\u30e3\u30cd\u30eb\u304b\u3089\u79fb\u52d5\u3055\u305b\u308b\u3053\u3068\u3067\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u5f37\u5316\u3057\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-typically-take-to-implement-a-new-crm-system\">\u65b0\u3057\u3044CRM\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u306b\u306f\u3001\u901a\u5e38\u3069\u306e\u304f\u3089\u3044\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u3057\u3044CRM\u306e\u5b9f\u88c5\u671f\u9593\u306f\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u8907\u96d1\u3055\u3001\u7d44\u7e54\u306e\u898f\u6a21\u3001\u5fc5\u8981\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306e\u30ec\u30d9\u30eb\u306b\u3088\u3063\u3066\u5927\u304d\u304f\u7570\u306a\u308a\u307e\u3059\u3002\u5c0f\u898f\u6a21\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30d5\u30a1\u30fc\u30e0\u5411\u3051\u306e\u65e2\u6210\u306eCRM\u3092\u305d\u306e\u307e\u307e\u5c0e\u5165\u3059\u308b\u5834\u5408\u306f\u3001\u6570\u9031\u9593\u3067\u5b8c\u4e86\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u4e00\u65b9\u3001\u5927\u898f\u6a21\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3084\u30c7\u30fc\u30bf\u79fb\u884c\u3092\u4f34\u3046\u30b0\u30ed\u30fc\u30d0\u30eb\u9280\u884c\u5411\u3051\u306e\u5305\u62ec\u7684\u306a\u5b9f\u88c5\u306b\u306f\u30011\u5e74\u4ee5\u4e0a\u304b\u304b\u308b\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002\u9078\u629e\u3057\u305f\u30d9\u30f3\u30c0\u30fc\u3068\u5354\u529b\u3057\u3066\u3001\u73fe\u5b9f\u7684\u306a\u5b9f\u88c5\u8a08\u753b\u3092\u7b56\u5b9a\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-crm-for-banking-be-used-for-corporate-and-institutional-clients-too\">\u9280\u884c\u5411\u3051CRM\u306f\u3001\u6cd5\u4eba\u304a\u3088\u3073\u6a5f\u95a2\u6295\u8cc7\u5bb6\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3082\u4f7f\u7528\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3082\u3061\u308d\u3093\u3067\u3059\u3002\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u306b\u304a\u3051\u308bCRM\u306e\u591a\u304f\u306e\u30b3\u30a2\u539f\u5247\u3001\u4f8b\u3048\u3070\u8907\u96d1\u306a\u95a2\u4fc2\u6027\u306e\u7ba1\u7406\u3084\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u306e\u8ffd\u8de1\u306a\u3069\u306f\u3001\u6cd5\u4eba\u3084\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u4e16\u754c\u306b\u3082\u540c\u69d8\u306b\u9069\u7528\u3067\u304d\u307e\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u67d4\u8edf\u306aCRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u72ec\u81ea\u306e\u30cb\u30fc\u30ba\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u7c21\u5358\u306b\u8a2d\u5b9a\u3067\u304d\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b3%e3%83%bc%e3%83%9d%e3%83%ac%e3%83%bc%e3%83%88%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e5%90%91%e3%81%91crc\/\" target=\"_self\">\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0<\/a>, \u3001\u53d6\u5f15\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u8ffd\u8de1\u3001\u8907\u96d1\u306a\u6cd5\u4eba\u69cb\u9020\u306e\u7ba1\u7406\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30c1\u30fc\u30e0\u306e\u6d3b\u52d5\u8abf\u6574\u306a\u3069\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-help-optimise-the-sales-cycle-for-banks-and-wealth-managers\">CRM\u306f\u3001\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u30bb\u30fc\u30eb\u30b9\u30b5\u30a4\u30af\u30eb\u3092\u3069\u306e\u3088\u3046\u306b\u6700\u9069\u5316\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306eCRM\u306f\u3001\u5b9a\u578b\u696d\u52d9\u306e\u81ea\u52d5\u5316\u3001\u9867\u5ba2\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306e\u7ba1\u7406\u3001AI\u4e3b\u5c0e\u306e\u30a4\u30f3\u30b5\u30a4\u30c8\u306b\u3088\u308b\u6a5f\u4f1a\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u3092\u901a\u3058\u3066\u3001\u30bb\u30fc\u30eb\u30b9\u30b5\u30a4\u30af\u30eb\u3092\u52b9\u7387\u5316\u3057\u307e\u3059\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u6539\u5584\u306b\u3088\u308a\u3001\u898b\u8fbc\u307f\u9867\u5ba2\u306f\u521d\u671f\u63a5\u89e6\u304b\u3089\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u7d99\u7d9a\u7684\u306a\u95a2\u4fc2\u7ba1\u7406\u307e\u3067\u3001\u5404\u6bb5\u968e\u3092\u52b9\u7387\u7684\u306b\u9032\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u304c\u524a\u6e1b\u3055\u308c\u3001\u30bb\u30fc\u30eb\u30b9\u30b5\u30a4\u30af\u30eb\u306e\u5168\u4f53\u304c\u77ed\u7e2e\u3055\u308c\u3001\u30c1\u30fc\u30e0\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u9ad8\u3044\u30ec\u30d9\u30eb\u306e\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u3088\u308a\u8fc5\u901f\u306b\u53d6\u5f15\u3092\u6210\u7acb\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-final-word-your-next-step-towards-a-better-crm\">\u6700\u7d42\u6c7a\u5b9a\uff1a\u3088\u308a\u826f\u3044CRM\u3078\u306e\u6b21\u306e\u30b9\u30c6\u30c3\u30d7<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u6642\u4ee3\u306b\u6210\u9577\u3092\u76ee\u6307\u3059\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3CRM\u306e\u9078\u629e\u306f\u6226\u7565\u7684\u306a\u5fc5\u9808\u4e8b\u9805\u3067\u3059\u3002\u6c4e\u7528\u7684\u3067\u55b6\u696d\u4e2d\u5fc3\u306eCRM\u306e\u6642\u4ee3\u306f\u7d42\u308f\u308a\u307e\u3057\u305f\u3002\u8907\u96d1\u306a\u9867\u5ba2\u95a2\u4fc2\u3001\u53b3\u683c\u306a\u898f\u5236\u76e3\u7763\u3001\u305d\u3057\u3066\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30b8\u30bf\u30eb\u4f53\u9a13\u3078\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b\u305f\u3081\u306b\u306f\u3001\u696d\u754c\u7279\u6709\u306e\u8ab2\u984c\u306e\u305f\u3081\u306b\u30bc\u30ed\u304b\u3089\u69cb\u7bc9\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u5fc5\u8981\u3067\u3059\u3002\u5305\u62ec\u7684\u306a\u9867\u5ba2\u30d3\u30e5\u30fc\u3001\u9ad8\u5ea6\u306a\u5bb6\u8a08\u7ba1\u7406\u3001\u5805\u7262\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u306a\u3069\u306e\u6a5f\u80fd\u306b\u512a\u5148\u9806\u4f4d\u3092\u4ed8\u3051\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u529b\u3092\u4e0e\u3048\u3001\u9867\u5ba2\u3092\u6e80\u8db3\u3055\u305b\u3001\u6301\u7d9a\u53ef\u80fd\u306a\u7af6\u4e89\u512a\u4f4d\u6027\u3092\u7bc9\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9069\u5207\u306aCRM\u306f\u5358\u306a\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u4e2d\u5fc3\u6226\u7565\u306e\u4e2d\u67a2\u795e\u7d4c\u7cfb\u3067\u3059\u3002\u771f\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9CRM\u304c\u8cb4\u793e\u306b\u3082\u305f\u3089\u3059\u3082\u306e\u3092\u898b\u308b\u6e96\u5099\u304c\u3067\u304d\u3066\u3044\u308b\u306a\u3089\u3001\u30c7\u30e2\u306e <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a> \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5b8c\u74a7\u306a\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-system-implementation-best-practices-and-pitfalls-to-avoid\">CRM\u30b7\u30b9\u30c6\u30e0\u5c0e\u5165\uff1a\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3068\u907f\u3051\u308b\u3079\u304d\u843d\u3068\u3057\u7a74<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u30b7\u30b9\u30c6\u30e0\u306e\u5c0e\u5165\u306f\u3001\u696d\u52d9\u306e\u6700\u9069\u5316\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u5f37\u5316\u3001\u7d44\u7e54\u306e\u6210\u9577\u3092\u8ffd\u6c42\u3059\u308b\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u3001\u6226\u7565\u7684\u306a\u5909\u9769\u3068\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001CRM\u5c0e\u5165\u306e\u6210\u529f\u3078\u306e\u9053\u306f\u3001\u6a5f\u4f1a\u3068\u6f5c\u5728\u7684\u306a\u898f\u5236\u4e0a\u306e\u8907\u96d1\u3055\u306e\u4e21\u65b9\u3092\u614e\u91cd\u306b\u4e57\u308a\u8d8a\u3048\u308b\u3053\u3068\u3092\u5fc5\u8981\u3068\u3057\u307e\u3059\u3002\u696d\u754c\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306b\u5f93\u3044\u3001\u3088\u304f\u3042\u308b\u843d\u3068\u3057\u7a74\u3092\u907f\u3051\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3078\u306e\u6295\u8cc7\u304c\u3001\u5b89\u5168\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u3001\u6c38\u7d9a\u7684\u306a\u4fa1\u5024\u3092\u3082\u305f\u3089\u3059\u3053\u3068\u3092\u4fdd\u8a3c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-best-practices-for-crm-implementation\">CRM\u5b9f\u88c5\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u3068\u306e\u65e9\u671f\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8<\/strong> \u521d\u3081\u304b\u3089\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u3001IT\u90e8\u9580\u3001\u305d\u3057\u3066\u7d4c\u55b6\u5c64\u3092\u5dfb\u304d\u8fbc\u307f\u307e\u3057\u3087\u3046\u3002\u65e9\u671f\u306e\u95a2\u4e0e\u306b\u3088\u308a\u3001CRM\u30b7\u30b9\u30c6\u30e0\u304c\u65e5\u5e38\u7684\u306b\u4f7f\u7528\u3059\u308b\u898f\u5236\u5c02\u9580\u5bb6\u306e\u5b9f\u7528\u7684\u306a\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3057\u3001\u7d44\u7e54\u5168\u4f53\u306e\u53d7\u5bb9\u3068\u30b9\u30e0\u30fc\u30ba\u306a\u5c0e\u5165\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u660e\u78ba\u306a\u76ee\u6a19\u3092\u5b9a\u3081\u308b\uff1a<\/strong> \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u7dad\u6301\u7387\u306e\u5411\u4e0a\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u5165\u529b\u306e\u524a\u6e1b\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u7ba1\u7406\u306e\u5f37\u5316\u306a\u3069\u3001CRM\u306b\u671f\u5f85\u3059\u308b\u6210\u679c\u3092\u6e2c\u5b9a\u53ef\u80fd\u306a\u76ee\u6a19\u3068\u3057\u3066\u8a2d\u5b9a\u3057\u307e\u3057\u3087\u3046\u3002\u660e\u78ba\u306a\u76ee\u6a19\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u8a2d\u5b9a\u306e\u6307\u91dd\u3068\u306a\u308a\u3001\u898f\u5236\u9075\u5b88\u3092\u78ba\u4fdd\u3057\u306a\u304c\u3089\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306b\u3068\u3063\u3066\u6700\u3082\u91cd\u8981\u306a\u6a5f\u80fd\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u5408\u308f\u305b\u3066\u30ab\u30b9\u30bf\u30de\u30a4\u30ba<\/strong> CRM\u306e\u67d4\u8edf\u6027\u3092\u6d3b\u7528\u3057\u3066\u3001\u8cb4\u6a5f\u95a2\u56fa\u6709\u306e\u30d7\u30ed\u30bb\u30b9\u3068\u898f\u5236\u8981\u4ef6\u3092\u53cd\u6620\u3055\u305b\u307e\u3057\u3087\u3046\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u30d5\u30a3\u30fc\u30eb\u30c9\u3001\u30ec\u30dd\u30fc\u30c8\u6a5f\u80fd\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u3053\u3068\u3067\u3001\u95a2\u9023\u3059\u308b\u91d1\u878d\u898f\u5236\u3092\u9075\u5b88\u3057\u306a\u304c\u3089\u3001\u8cb4\u6a5f\u95a2\u306e\u7279\u5b9a\u306e\u9867\u5ba2\u7ba1\u7406\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u30b7\u30b9\u30c6\u30e0\u3067\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30e6\u30fc\u30b6\u30fc\u7814\u4fee\u3068\u30b5\u30dd\u30fc\u30c8\u3092\u512a\u5148\u3059\u308b<\/strong> \u5305\u62ec\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u3001\u7d44\u7e54\u5168\u4f53\u3067\u306e\u5c0e\u5165\u3092\u6700\u9069\u5316\u3057\u3001\u62b5\u6297\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3053\u3068\u304c\u8a3c\u660e\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u304c\u7cbe\u901a\u3067\u304d\u308b\u3088\u3046\u7d99\u7d9a\u7684\u306a\u30b5\u30dd\u30fc\u30c8\u3068\u30ea\u30bd\u30fc\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u898f\u5236\u3055\u308c\u305f\u74b0\u5883\u3067CRM\u304c\u65e5\u3005\u306e\u696d\u52d9\u306b\u4fe1\u983c\u3055\u308c\u3001\u7d71\u5408\u3055\u308c\u305f\u4e00\u90e8\u3068\u306a\u308b\u3053\u3068\u3092\u78ba\u5b9f\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/li>\n\n\n\n<li><strong>\u76e3\u8996\u3068\u6700\u9069\u5316<\/strong> \u5229\u7528\u72b6\u6cc1\u30c7\u30fc\u30bf\u3092\u5b9a\u671f\u7684\u306b\u30ec\u30d3\u30e5\u30fc\u3057\u3001\u5168\u90e8\u7f72\u306e\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u6d3b\u7528\u3057\u3066\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6539\u5584\u3057\u3001\u5b9a\u578b\u696d\u52d9\u3092\u81ea\u52d5\u5316\u3057\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u57fa\u6e96\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u7d99\u7d9a\u7684\u306b\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-pitfalls-to-avoid\">\u907f\u3051\u308b\u3079\u304d\u843d\u3068\u3057\u7a74<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30c1\u30a7\u30f3\u30b8\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u904e\u5c0f\u8a55\u4fa1<\/strong> CRM\u306e\u5c0e\u5165\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3060\u3051\u3067\u306a\u304f\u3001\u4eba\u3082\u95a2\u308f\u308b\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u3002\u5909\u66f4\u7ba1\u7406\u3092\u9069\u5207\u306b\u884c\u308f\u306a\u3044\u3068\u3001\u5c0e\u5165\u7387\u304c\u4f4e\u4e0b\u3057\u3001\u898f\u5236\u5bfe\u8c61\u7d44\u7e54\u5185\u3067\u306e\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u5411\u4e0a\u306b\u304a\u3051\u308b\u6a5f\u4f1a\u3092\u9003\u3059\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u30b7\u30b9\u30c6\u30e0\u3092\u8907\u96d1\u306b\u3057\u3059\u304e\u308b<\/strong> 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This guide is for banks, wealth managers, and financial institutions seeking the best CRM solution. Selecting the right CRM is critical for compliance, client satisfaction, and operational efficiency in the financial sector. If you are searching for the best CRM for banks wealth managers InvestGlass, this article will help you understand why a tailored CRM is essential and how to choose the right platform for your needs. What You\u2019ll Learn This article serves as your guide to selecting the best CRM for banks and wealth managers, with a focus on features, pricing, and suitability for financial services. Quick Answer The best all-in-one CRM platforms for banks and wealth managers, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49391,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,48,95],"class_list":["post-49367","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-sales-automation","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Beyond Sales: The Best CRM for Banks Wealth Managers<\/title>\n<meta name=\"description\" content=\"Explore Beyond Sales: The Best CRM for Banks Wealth Managers - InvestGlass. Discover tailored CRM solutions for finance.\" \/>\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\/\u30bb\u30fc\u30eb\u30b9\u3092\u8d85\u3048\u3066\u3002\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Beyond Sales: The Best CRM for Banks Wealth Managers InvestGlass\" \/>\n<meta property=\"og:description\" content=\"Introduction This guide is for banks, wealth managers, and financial\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u30bb\u30fc\u30eb\u30b9\u3092\u8d85\u3048\u3066\u3002\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta 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