{"id":49381,"date":"2026-03-26T12:05:29","date_gmt":"2026-03-26T11:05:29","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49381"},"modified":"2026-03-26T16:40:47","modified_gmt":"2026-03-26T15:40:47","slug":"%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%82%aa%e3%83%bc%e3%83%88%e3%83%a1%e3%83%bc","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/platforms-for-marketing-automation-and-compliance-the-ultimate-guide-for-financial-services\/","title":{"rendered":"\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u305f\u3081\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\uff1a\u7a76\u6975\u306e\u30ac\u30a4\u30c9"},"content":{"rendered":"<h2 class=\"wp-block-heading\" 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style=\"background-color: transparent;color: inherit\">InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3001\u6c4e\u7528CRM\u30b7\u30b9\u30c6\u30e0\u3068\u6bd4\u8f03\u3057\u3066\u5305\u62ec\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u4ed5\u7d44\u307f\u3002.<\/span><\/li>\n\n\n\n<li><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u3053\u306e\u5206\u91ce\u306b\u304a\u3051\u308b\u4e3b\u8981\u306a\u7af6\u5408\u4ed6\u793e\u3092\u6bd4\u8f03\u3057\u305f\u5e02\u5834\u6982\u6cc1\u3002.<\/span><\/li>\n\n\n\n<li><span data-color=\"transparent\" style=\"background-color: transparent;color: 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<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>, \u3053\u308c\u306b\u3088\u308a\u3001\u3088\u308a\u6226\u7565\u7684\u3067\u5275\u9020\u7684\u306a\u53d6\u308a\u7d44\u307f\u306b\u8cb4\u91cd\u306a\u6642\u9593\u3092\u5272\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4fe1\u983c\u3067\u304d\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0 \u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3 \u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u7d44\u7e54\u306f\u6d17\u7df4\u3055\u308c\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0 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class=\"wp-block-heading\" id=\"h-quick-answer\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30af\u30a4\u30c3\u30af\u30a2\u30f3\u30b5\u30fc<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6700\u3082\u52b9\u679c\u7684\u306b\u7d44\u307f\u5408\u308f\u305b\u308b\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\u3001\u898f\u5236\u9075\u5b88\u3068\u696d\u52d9\u52b9\u7387\u306e\u4e21\u65b9\u3092\u78ba\u200b\u200b\u4fdd\u3059\u308b\u305f\u3081\u306e\u3001\u5c02\u9580\u7684\u306a\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002.<\/strong> 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inherit\">\u907f\u3051\u3066\u306f\u901a\u308c\u306a\u3044\u53ce\u675f\uff1a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3044\u3066\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u7d71\u5408\u3055\u308c\u308b\u3079\u304d\u7406\u7531<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6570\u5341\u5e74\u306b\u308f\u305f\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u5185\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u90e8\u9580\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u90e8\u9580\u306f\u5225\u3005\u306e\u8ecc\u9053\u3067\u7a3c\u50cd\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u9867\u5ba2\u7372\u5f97\u3068\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u91cd\u70b9\u3092\u7f6e\u304f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u4f1d\u7d71\u7684\u306b\u5275\u9020\u6027\u3068\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u306b\u3088\u3063\u3066\u63a8\u9032\u3055\u308c\u3066\u304d\u307e\u3057\u305f\u3002\u5bfe\u7167\u7684\u306b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u898f\u5236\u306e\u9580\u756a\u3067\u3042\u308a\u3001\u614e\u91cd\u3055\u3001\u7dbf\u5bc6\u306a\u8a18\u9332\u4fdd\u6301\u3001\u30ea\u30b9\u30af\u56de\u907f\u306b\u3088\u3063\u3066\u5b9a\u7fa9\u3055\u308c\u308b\u6a5f\u80fd\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u6b74\u53f2\u7684\u306a\u5206\u96e2\u306f\u3001\u73fe\u4ee3\u306e\u91d1\u878d\u60c5\u52e2\u306b\u304a\u3044\u3066\u6025\u901f\u306b\u7dad\u6301\u4e0d\u53ef\u80fd\u306a\u8ca0\u50b5\u3068\u306a\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u3053\u306e\u30b5\u30a4\u30ed\u5316\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u4f34\u3046\u30ea\u30b9\u30af\u306f\u3001\u5927\u304d\u304f\u591a\u5c90\u306b\u308f\u305f\u308a\u307e\u3059\u3002\u307e\u3059\u307e\u3059\u8907\u96d1\u5316\u3059\u308b\u91d1\u878d\u5546\u54c1\u3068\u53b3\u683c\u306a\u898f\u5236\u306e\u4e16\u754c\u3067\u306f\u3001\u4e0d\u9069\u5207\u306a\u8ca9\u58f2\u306e\u53ef\u80fd\u6027\u304c\u5e38\u306b\u8105\u5a01\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002 <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%bb%e3%82%ad%e3%83%a3%e3%83%b3%e3%83%9a%e3%83%bc%e3%83%b3%e3%81%a8%e3%81%af\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u4e0d\u9069\u5207\u306a\u9867\u5ba2\u5c64\u3092\u610f\u56f3\u305b\u305a\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3057\u3066\u3057\u307e\u3046\u3068\u3001\u591a\u984d\u306e\u898f\u5236\u4e0a\u306e\u7f70\u91d1\u3001\u6c38\u7d9a\u7684\u306a\u8a55\u5224\u306e\u4f4e\u4e0b\u3001\u9867\u5ba2\u304b\u3089\u306e\u4fe1\u983c\u306e\u5931\u589c\u306a\u3069\u3001\u58ca\u6ec5\u7684\u306a\u7d50\u679c\u3092\u62db\u304f\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u7d71\u4e00\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u304c\u306a\u3051\u308c\u3070\u3001\u3042\u3089\u3086\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u9867\u5ba2\u56fa\u6709\u306e\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u6295\u8cc7\u77e5\u8b58\u3001\u304a\u3088\u3073\u7ba1\u8f44\u533a\u57df\u306e\u898f\u5247\u306b\u4e00\u81f4\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u3053\u3068\u306f\u3001\u9014\u65b9\u3082\u306a\u304f\u3001\u624b\u52d5\u3067\u3001\u30a8\u30e9\u30fc\u304c\u767a\u751f\u3057\u3084\u3059\u3044\u4f5c\u696d\u3068\u306a\u308a\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u3053\u308c\u306b\u3088\u308a\u3001\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6226\u7565\u7684\u91cd\u8981\u6027\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u307e\u3059\u3002\u89e3\u6c7a\u7b56\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u304c\u3088\u308a\u983b\u7e41\u306b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u3068\u308b\u3068\u3044\u3046\u5358\u7d14\u306a\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ed\u30b8\u30c3\u30af\u3092\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u76f4\u63a5\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3067\u3059\u3002\u3053\u306e\u53ce\u675f\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3001\u9069\u5408\u6027\u30eb\u30fc\u30eb\u306b\u57fa\u3065\u3044\u3066\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u81ea\u52d5\u5316\u3057\u3001\u3059\u3079\u3066\u306e\u3084\u308a\u53d6\u308a\u306b\u5bfe\u3057\u3066\u5909\u66f4\u4e0d\u53ef\u80fd\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u4f5c\u6210\u3059\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u3088\u3063\u3066\u5b9f\u73fe\u3055\u308c\u307e\u3059\u3002\u305f\u3068\u3048\u3070\u3001 <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e5%8c%96%e3%81%a8%e6%88%90%e9%95%b7%e3%82%bd%e3%83%aa%e3%83%a5%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%82%92%e6%8e%a2%e6%b1%82%e3%81%99%e3%82%8b%e3%82%a4%e3%83%b3%e3%83%99%e3%82%b9\/\" target=\"_self\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/u><\/span><\/strong><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> 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class=\"wp-block-heading\" id=\"h-core-capabilities-what-to-look-for-in-a-unified-platform\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30b3\u30a2\u6a5f\u80fd\uff1a\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u6c42\u3081\u3089\u308c\u308b\u3082\u306e<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u9078\u629e\u306f\u3001\u5358\u306a\u308b\u6280\u8853\u7684\u306a\u6c7a\u5b9a\u3067\u306f\u306a\u304f\u3001\u898f\u5236\u30ea\u30b9\u30af\u3092\u7ba1\u7406\u3057\u306a\u304c\u3089\u4f01\u696d\u306e\u6210\u9577\u80fd\u529b\u3092\u5b9a\u7fa9\u3059\u308b\u6226\u7565\u7684\u306a\u6c7a\u5b9a\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u771f\u306b\u7d71\u5408\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5358\u306b\u3044\u304f\u3064\u304b\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6a5f\u80fd\u304c\u8ffd\u52a0\u3055\u308c\u305fCRM\u4ee5\u4e0a\u306e\u3082\u306e\u3067\u3059\u3002\u305d\u308c\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u7ba1\u7406\u304b\u3089\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u5b9f\u884c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u76e3\u8996\u307e\u3067\u3001\u3059\u3079\u3066\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u304c\u9023\u643a\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u305f\u6d17\u7df4\u3055\u308c\u305f\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3067\u3059\u3002\u6f5c\u5728\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8a55\u4fa1\u3059\u308b\u969b\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u8868\u9762\u7684\u306a\u6a5f\u80fd\u3092\u8d85\u3048\u3066\u3001\u696d\u754c\u56fa\u6709\u306e\u53b3\u3057\u3044\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u57fa\u76e4\u3068\u306a\u308b\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u7cbe\u67fb\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u305f\u3081\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u691c\u8a0e\u3059\u308b\u969b\u306b\u306f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3001\u5805\u7262\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u52b9\u679c\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u4e3b\u8981\u306a\u6a5f\u80fd\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u91cd\u8981\u306a\u306e\u306f\u3001\u500b\u3005\u306e\u6a5f\u80fd\u304c\u5f37\u529b\u3067\u3042\u308a\u3001\u304b\u3064\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3055\u308c\u3066\u3001\u90e8\u5206\u306e\u5408\u8a08\u4ee5\u4e0a\u306e\u5168\u4f53\u3092\u5275\u9020\u3059\u308b\u5305\u62ec\u7684\u306a\u30c4\u30fc\u30eb\u306e\u30b9\u30a4\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u898b\u3064\u3051\u308b\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-granular-audience-segmentation-amp-communication\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u8a73\u7d30\u306a\u30aa\u30fc\u30c7\u30a3\u30a8\u30f3\u30b9\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f01\u696d\u306f\u9069\u5408\u6027\u898f\u5236\u306b\u9055\u53cd\u305b\u305a\u306b\u3001\u3069\u306e\u3088\u3046\u306b\u9867\u5ba2\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3067\u304d\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306f\u3001CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u30ad\u30e3\u30d7\u30c1\u30e3\u3055\u308c\u305f\u8c4a\u5bcc\u306a\u60c5\u5831\u306b\u57fa\u3065\u304d\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u30c7\u30a3\u30fc\u30d7\u3067\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u5b9f\u884c\u3067\u304d\u308b\u3053\u3068\u306b\u3088\u3063\u3066\u9054\u6210\u3055\u308c\u307e\u3059\u3002\u52b9\u679c\u7684\u306a\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u57fa\u672c\u7684\u306a\u4eba\u53e3\u7d71\u8a08\u7d71\u8a08\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u307e\u3059\u3002\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3067\u306f\u3001\u9867\u5ba2\u3092\u305d\u308c\u3089\u306b\u57fa\u3065\u3044\u3066\u5206\u985e\u3059\u308b\u80fd\u529b\u304c\u5fc5\u8981\u3067\u3059\u3002 <strong>KYC\uff08\u672c\u4eba\u78ba\u8a8d\uff09<\/strong> 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<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\u3051InvestGlass CRM<\/a> 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id=\"h-automated-compliant-client-journeys\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u624b\u52d5\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u306a\u3057\u3067\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3092\u81ea\u52d5\u5316\u3067\u304d\u307e\u3059\u304b\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3001\u305d\u3057\u3066\u3053\u308c\u306f\u3001\u6700\u65b0\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6700\u3082\u5f37\u529b\u306a\u5229\u70b9\u306e1\u3064\u3067\u3059\u3002\u9375\u306f\u3001\u4f7f\u7528\u3059\u308b\u3053\u3068\u306b\u3042\u308a\u307e\u3059 <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\"><strong>\u30ce\u30fc\u30b3\u30fc\u30c9\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/strong><\/a> 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class=\"wp-block-paragraph\">\u8003\u616e\u3059\u308b <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> 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<strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong> \u6d17\u7df4\u3055\u308c\u305f\u30ce\u30fc\u30b3\u30fc\u30c9\u81ea\u52d5\u5316\u30a8\u30f3\u30b8\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u30c9\u30e9\u30c3\u30b0\uff06\u30c9\u30ed\u30c3\u30d7\u30a8\u30c7\u30a3\u30bf\u30fc\u3067\u3053\u308c\u3089\u306e\u30ab\u30b9\u30bf\u30de\u30fc\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u8a2d\u8a08\u30fb\u5b9f\u88c5\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u3059\u3079\u3066\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u304c\u53b3\u683c\u306b\u4f01\u696d\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306b\u6e96\u62e0\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" data-id=\"49389\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-Compliance-system-1024x683.png\" alt=\"InvestGlass-\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30b7\u30b9\u30c6\u30e0\" class=\"wp-image-49389\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-Compliance-system-1024x683.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-Compliance-system-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-Compliance-system-768x512.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-Compliance-system-18x12.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-Compliance-system.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass-\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30b7\u30b9\u30c6\u30e0<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-full-audit-trails-for-marketing-communications\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u898f\u5236\u5f53\u5c40\u306b\u3001\u8ab0\u306b\u3001\u3044\u3064\u3001\u4f55\u304c\u9001\u4fe1\u3055\u308c\u305f\u304b\u3092\u3069\u306e\u3088\u3046\u306b\u8a3c\u660e\u3057\u307e\u3059\u304b\uff1f<\/span><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u305d\u306e\u7b54\u3048\u306f\u3001\u3059\u3079\u3066\u306e\u4e00\u793e\u3054\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u6355\u6349\u3059\u308b\u3001\u5305\u62ec\u7684\u3067\u4e0d\u5909\u306e\u76e3\u67fb\u8a3c\u8de1\u306b\u3042\u308a\u307e\u3059\u3002\u898f\u5236\u5f53\u5c40\u306b\u3088\u308b\u76e3\u67fb\u3084\u9867\u5ba2\u3068\u306e\u7d1b\u4e89\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u3001\u3059\u3079\u3066\u306e\u901a\u4fe1\u306e\u5b8c\u5168\u306a\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u4ed8\u304d\u8a18\u9332\u3092\u63d0\u793a\u3067\u304d\u308b\u80fd\u529b\u306f\u3001\u4ea4\u6e09\u306e\u4f59\u5730\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u3053\u308c\u306b\u306f\u3001\u9001\u4fe1\u3055\u308c\u305f\u3059\u3079\u3066\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u4e0a\u306e\u3059\u3079\u3066\u306e\u30e1\u30c3\u30bb\u30fc\u30b8\u3001\u5171\u6709\u3055\u308c\u305f\u3059\u3079\u3066\u306e\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3001\u304a\u3088\u3073\u63d0\u51fa\u3055\u308c\u305f\u3059\u3079\u3066\u306e\u30d5\u30a9\u30fc\u30e0\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u96fb\u5b50\u30e1\u30fc\u30eb\u304c\u9001\u4fe1\u3055\u308c\u305f\u3068\u3044\u3046\u5358\u7d14\u306a\u8a18\u9332\u3060\u3051\u3067\u306f\u4e0d\u5341\u5206\u3067\u3042\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u305d\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u6b63\u78ba\u306a\u5185\u5bb9\u3092\u8a3c\u660e\u3057\u3001\u305d\u306e\u914d\u4fe1\u3092\u78ba\u8a8d\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u3053\u308c\u306f\u3001\uff5e\u306e\u3088\u3046\u306a\u898f\u5236\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u8981\u4ef6\u3067\u3059 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">MiFID II<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">, \u53d6\u5f15\u306b\u3064\u306a\u304c\u308b\u3059\u3079\u3066\u306e\u901a\u4fe1\u306e\u8a18\u9332\u3092\u7fa9\u52d9\u4ed8\u3051\u308b\u3082\u306e\u3067\u3059\u3002\u7d71\u4e00\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u306b\u3088\u308b\u624b\u52d5\u306e\u5165\u529b\u306a\u3057\u306b\u3001\u3053\u308c\u3089\u306e\u3059\u3079\u3066\u306e\u6d3b\u52d5\u3092\u81ea\u52d5\u7684\u306b\u8a18\u9332\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u305f\u3068\u3048\u3070\u3001 <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e5%8a%b9%e6%9e%9c%e7%9a%84%e3%81%aa%e3%83%aa%e3%83%ac%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%82%b7%e3%83%83%e3%83%97%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ae%e3%81%9f\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u30bb\u30ad\u30e5\u30a2\u30dd\u30fc\u30bf\u30eb\u7d4c\u7531\u3067\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u66f4\u65b0\u60c5\u5831\u3092\u9001\u4fe1\u3059\u308b\u5834\u5408\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u65e5\u4ed8\u3001\u6642\u523b\u3001\u30e1\u30c3\u30bb\u30fc\u30b8\u306e\u5185\u5bb9\u3001\u304a\u3088\u3073\u6dfb\u4ed8\u3055\u308c\u305f\u30ec\u30dd\u30fc\u30c8\u306e\u6b63\u78ba\u306a\u30d0\u30fc\u30b8\u30e7\u30f3\u3092\u8a18\u9332\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002. <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u3053\u306e\u30ec\u30d9\u30eb\u306e\u76e3\u67fb\u53ef\u80fd\u6027\u3092\u4e2d\u6838\u306b\u636e\u3048\u3066\u69cb\u7bc9\u3055\u308c\u3066\u304a\u308a\u3001\u3059\u3079\u3066\u306e\u3084\u308a\u53d6\u308a\u306e\u6539\u3056\u3093\u4e0d\u53ef\u80fd\u306a\u8a18\u9332\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u7126\u70b9\u306f <\/span><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\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/u><\/span><\/strong><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u306e\u5b8c\u5168\u304b\u3064\u6b63\u78ba\u306a\u5c65\u6b74\u3092\u628a\u63e1\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3001\u898f\u5236\u5f53\u5c40\u306b\u3088\u308b\u8abf\u67fb\u306b\u81ea\u4fe1\u3092\u6301\u3063\u3066\u5bfe\u5fdc\u3067\u304d\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-content-approval-workflows\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30b3\u30f3\u30c6\u30f3\u30c4\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u90e8\u9580\u306e\u4e8b\u524d\u627f\u8a8d\u3092\u5f97\u3089\u308c\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u3069\u306e\u3088\u3046\u306b\u4f5c\u6210\u3067\u304d\u307e\u3059\u304b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u306f\u3001\u30de\u30eb\u30c1\u30b9\u30c6\u30c3\u30d7\u3092\u57cb\u3081\u8fbc\u3080\u3053\u3068\u306b\u3088\u3063\u3066\u5bb9\u6613\u306b\u306a\u308a\u307e\u3059 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e6%89%bf%e8%aa%8d%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%81%ae%e6%b1%ba%e5%ae%9a%e7%89%88\/\" target=\"_self\">\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9<\/a> \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u3067\u76f4\u63a5\u884c\u3048\u307e\u3059\u3002E\u30e1\u30fc\u30eb\u3067\u66f8\u985e\u3092\u3084\u308a\u53d6\u308a\u3059\u308b\u7169\u96d1\u3067\u975e\u52b9\u7387\u306a\u30d7\u30ed\u30bb\u30b9\u306b\u4ee3\u308f\u308a\u3001\u6700\u65b0\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u308a\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u5358\u4e00\u306e\u7ba1\u7406\u3055\u308c\u305f\u74b0\u5883\u3067\u5354\u529b\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u90e8\u9580\u304b\u3089\u5fc5\u8981\u306a\u627f\u8a8d\u3092\u5f97\u308b\u307e\u3067\u3001\u3044\u304b\u306a\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u8cc7\u6599\u3082\u9867\u5ba2\u306b\u914d\u5e03\u3055\u308c\u306a\u3044\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u307e\u3059\u3002\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30d6\u30e9\u30f3\u30c9\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306e\u9075\u5b88\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u3001\u3059\u3079\u3066\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u304a\u3044\u3066\u4e00\u8cab\u6027\u3068\u30d6\u30e9\u30f3\u30c9\u306e\u5065\u5168\u6027\u3092\u7dad\u6301\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u4f01\u696d\u306e\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3067\u304d\u307e\u3059\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u56db\u534a\u671f\u3054\u3068\u306e\u5e02\u5834\u898b\u901a\u3057\u306e\u305f\u3081\u306e\u65b0\u3057\u3044\u30e1\u30fc\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u4f5c\u6210\u3067\u304d\u307e\u3059\u3002\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u30c9\u30e9\u30d5\u30c8\u3057\u305f\u3089\u3001\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u627f\u8a8d\u306e\u305f\u3081\u306b\u63d0\u51fa\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u5f8c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u304c\u81ea\u52d5\u7684\u306b\u901a\u77e5\u3055\u308c\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u78ba\u8a8d\u3057\u305f\u308a\u3001\u7de8\u96c6\u3092\u63d0\u6848\u3057\u305f\u308a\u3001\u4f7f\u7528\u3092\u627f\u8a8d\u3057\u305f\u308a\u3067\u304d\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3059\u3079\u3066\u306e\u30d0\u30fc\u30b8\u30e7\u30f3\u3068\u3059\u3079\u3066\u306e\u30b3\u30e1\u30f3\u30c8\u306e\u8a18\u9332\u3092\u4fdd\u6301\u3057\u3001\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u306e\u660e\u78ba\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u4f5c\u6210\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002. <strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong> \u3053\u308c\u3089\u306e\u5171\u540c\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u3088\u308a\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u4f5c\u6210\u30d7\u30ed\u30bb\u30b9\u304c\u5408\u7406\u5316\u3055\u308c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u304c\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5411\u3051\u8cc7\u6599\u3092\u4f7f\u7528\u3059\u308b\u524d\u306b\u3001\u305d\u306e\u3059\u3079\u3066\u3092\u5b8c\u5168\u306b\u53ef\u8996\u5316\u304a\u3088\u3073\u5236\u5fa1\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-cross-jurisdictional-compliance-engine\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30af\u30ed\u30b9\u30fb\u30b8\u30e5\u30ea\u30b9\u30c7\u30a3\u30af\u30b7\u30e7\u30ca\u30eb\u30fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30a8\u30f3\u30b8\u30f3<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067FINMA\u3001GDPR\u3001MiFID II\u306e\u898f\u5236\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u306f\u53ef\u80fd\u3067\u3057\u3087\u3046\u304b\uff1f<\/span><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u3053\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u898f\u5236\u4f53\u5236\u306e\u30cb\u30e5\u30a2\u30f3\u30b9\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u306b\u8a2d\u5b9a\u3067\u304d\u308b\u3001\u67d4\u8edf\u3067\u5f37\u529b\u306a\u30eb\u30fc\u30eb\u30a8\u30f3\u30b8\u30f3\u3067\u3059\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u9867\u5ba2\u57fa\u76e4\u3092\u6301\u3064\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u753b\u4e00\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u983c\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u9867\u5ba2\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3001\u304a\u3088\u3073\u88fd\u54c1\u306e\u9069\u5408\u6027\u306b\u95a2\u3059\u308b\u30eb\u30fc\u30eb\u306f\u3001\u56fd\u306b\u3088\u3063\u3066\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3053\u306e\u8907\u96d1\u3055\u306b\u9069\u5fdc\u3057\u3001\u9867\u5ba2\u306e\u7ba1\u8f44\u533a\u57df\u306b\u57fa\u3065\u3044\u3066\u6b63\u3057\u3044\u30eb\u30fc\u30eb\u306e\u30bb\u30c3\u30c8\u3092\u9069\u7528\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4f8b\u3048\u3070\u3001\u30b9\u30a4\u30b9\u306b\u62e0\u70b9\u3092\u7f6e\u304f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30d5\u30a3\u30f3\u30de\u30fc<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u898f\u5236\u3002\u6b27\u5dde\u9023\u5408\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u4fdd\u8b77\u3055\u308c\u308b\u3067\u3057\u3087\u3046 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">GDPR<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u305d\u3057\u3066 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">MiFID II<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">. \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u6240\u5728\u5730\u3092\u81ea\u52d5\u7684\u306b\u7279\u5b9a\u3057\u3001\u95a2\u9023\u3059\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5236\u9650\u307e\u305f\u306f\u958b\u793a\u8981\u4ef6\u3092\u9069\u7528\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u7279\u5b9a\u306e\u56fd\u306b\u3044\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3078\u306e\u7279\u5b9a\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u8cc7\u6599\u306e\u9001\u4fe1\u3092\u9632\u6b62\u3057\u305f\u308a\u3001EU\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u3059\u3079\u3066\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306bGDPR\u6e96\u62e0\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u901a\u77e5\u3092\u542b\u3081\u308b\u3053\u3068\u3092\u78ba\u5b9f\u306b\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u3092\u57fa\u76e4\u3068\u3057\u3001\u305d\u306e\u56fa\u6709\u306e\u67d4\u8edf\u6027\u3092\u6301\u3064\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3053\u306e\u8907\u96d1\u6027\u306b\u5bfe\u5fdc\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u3092\u69cb\u7bc9\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u305f\u3081\u306b\u30ed\u30fc\u30ab\u30e9\u30a4\u30ba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u73fe\u5730\u306e\u898f\u5236\u306b\u9055\u53cd\u3059\u308b\u3053\u3068\u306a\u304f\u52b9\u7387\u7684\u306b\u56fd\u5883\u3092\u8d8a\u3048\u3066\u4e8b\u696d\u3092\u5c55\u958b\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3053\u306e\u9069\u5fdc\u6027\u306f\u3001\u56fd\u969b\u7684\u306a\u91ce\u5fc3\u3092\u6301\u3064\u3042\u3089\u3086\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u6975\u3081\u3066\u91cd\u8981\u3067\u3042\u308a\u3001 <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%ad%e3%82%b7%e3%83%bc\/\" target=\"_self\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>KYC\uff08\u672c\u4eba\u78ba\u8a8d\uff09\u304a\u3088\u3073\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb<\/u><\/span><\/strong><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u306f\u3001\u3053\u306e\u6a5f\u80fd\u306e\u91cd\u8981\u306a\u90e8\u5206\u3067\u3059\u3002\u201d<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-email-marketing-automation\">\u30e1\u30fc\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">E\u30e1\u30fc\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u5305\u62ec\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u6226\u7565\u306e\u57fa\u672c\u7684\u306a\u8981\u7d20\u3067\u3042\u308a\u3001\u7d44\u7e54\u304c\u5927\u898f\u6a21\u306b\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u914d\u4fe1\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u9ad8\u5ea6\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u7d44\u7e54\u306f\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u306e\u3084\u308a\u53d6\u308a\u3001\u30ea\u30fc\u30c9\u80b2\u6210\u30b7\u30fc\u30b1\u30f3\u30b9\u3001\u9867\u5ba2\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u306b\u57fa\u3065\u3044\u305f\u30c8\u30ea\u30ac\u30fc\u5fdc\u7b54\u306a\u3069\u3001\u53cd\u5fa9\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u696d\u52d9\u52b9\u7387\u3092\u6700\u9069\u5316\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u5404\u53d7\u4fe1\u8005\u304c\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u304a\u3051\u308b\u7279\u5b9a\u306e\u95a2\u5fc3\u4e8b\u3084\u4f4d\u7f6e\u306b\u5408\u308f\u305b\u305f\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u3001\u30c7\u30fc\u30bf\u51e6\u7406\u3068\u9867\u5ba2\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5b8c\u5168\u306b\u7ba1\u7406\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce Marketing Cloud\u3001HubSpot\u3001Marketo\u306a\u3069\u306e\u73fe\u4ee3\u7684\u306aE\u30e1\u30fc\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001AI\u306b\u3088\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3001\u4e88\u6e2c\u5206\u6790\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30e3\u30cd\u30eb\u3092\u6a2a\u65ad\u3059\u308b\u7d71\u5408\u6a5f\u80fd\u306a\u3069\u306e\u9ad8\u5ea6\u306a\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6a5f\u80fd\u306b\u3088\u308a\u3001\u7d44\u7e54\u306f\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5b89\u5168\u306b\u7d71\u5408\u3057\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u6307\u6a19\u3092\u76e3\u8996\u3057\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u6700\u5927\u9650\u306e\u52b9\u679c\u3092\u767a\u63ee\u3059\u308b\u3088\u3046\u306b\u6700\u9069\u5316\u3067\u304d\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u610f\u56f3\u3057\u305f\u30aa\u30fc\u30c7\u30a3\u30a8\u30f3\u30b9\u306b\u97ff\u304f\u30b3\u30f3\u30c6\u30f3\u30c4\u3068\u3068\u3082\u306b\u3001\u3059\u3079\u3066\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u6700\u9069\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u9001\u4fe1\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u3001\u5305\u62ec\u7684\u306a\u5206\u6790\u30c4\u30fc\u30eb\u306f\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u9867\u5ba2\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u306b\u95a2\u3059\u308b\u8a73\u7d30\u306a\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u53cd\u5fa9\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3057\u3001\u5805\u7262\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30af\u30e9\u30a6\u30c9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u7d44\u7e54\u306f\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u6226\u7565\u306b\u5bfe\u3059\u308b\u4e3b\u6a29\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001E\u30e1\u30fc\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u53d6\u308a\u7d44\u307f\u306e\u52b9\u679c\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-market-landscape-comparing-the-contenders\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5e02\u5834\u6982\u6cc1\uff1a\u7af6\u5408\u4ed6\u793e\u306e\u6bd4\u8f03<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5e02\u5834\u306f\u3001\u30cb\u30c3\u30c1\u3067\u696d\u754c\u7279\u5316\u578b\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304b\u3089\u3001\u9ad8\u5ea6\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30b0\u30ed\u30fc\u30d0\u30ebCRM\u306e\u5de8\u4eba\u307e\u3067\u591a\u5c90\u306b\u308f\u305f\u308a\u307e\u3059\u3002\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u9078\u629e\u306f\u5358\u306a\u308b\u6a5f\u80fd\u3067\u306f\u306a\u304f\u3001\u54f2\u5b66\u3068\u9069\u5408\u6027\u306b\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u6839\u672c\u7684\u306a\u554f\u984c\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u8907\u96d1\u3055\u3092\u8003\u616e\u3057\u3066\u7279\u5225\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63a1\u7528\u3059\u308b\u304b\u3001\u3042\u308b\u3044\u306f\u6c4e\u7528\u7684\u306a\u30c4\u30fc\u30eb\u3092\u5c02\u9580\u5206\u91ce\u306b\u5408\u308f\u305b\u3066\u9069\u5fdc\u3055\u305b\u308b\u304b\u306e\u3069\u3061\u3089\u304b\u3067\u3059\u3002\u305d\u308c\u305e\u308c\u306e\u65b9\u6cd5\u306b\u306f\u72ec\u81ea\u306e\u9577\u6240\u3068\u77ed\u6240\u304c\u3042\u308a\u3001\u9069\u5207\u306a\u9078\u629e\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u306e\u898f\u6a21\u3001\u8907\u96d1\u3055\u3001\u9577\u671f\u7684\u306a\u6226\u7565\u76ee\u6a19\u306b\u3088\u3063\u3066\u6c7a\u307e\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9078\u629e\u3059\u308b\u969b\u306b\u306f\u3001\u65e2\u5b58\u306e\u30c4\u30fc\u30eb\u3068\u306e\u9023\u643a\u304c\u3069\u306e\u7a0b\u5ea6\u30b9\u30e0\u30fc\u30ba\u306b\u9032\u3080\u304b\u3001\u73fe\u5728\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u306e\u4e92\u63db\u6027\u3092\u78ba\u4fdd\u3067\u304d\u308b\u304b\u3092\u8003\u616e\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3088\u308a\u660e\u78ba\u306b\u3059\u308b\u305f\u3081\u306b\u3001\u4e3b\u8981\u306a\u5019\u88dc\u30923\u3064\u306e\u5927\u304d\u306a\u30b0\u30eb\u30fc\u30d7\u306b\u5206\u985e\u3067\u304d\u307e\u3059\u3002\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u578b\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u3001\u9069\u5fdc\u6027\u306e\u9ad8\u3044CRM\u5927\u624b\u3001\u30cb\u30c3\u30c1\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30d7\u30ec\u30a4\u30e4\u30fc\u3067\u3059\u3002\u7d71\u4e00\u3055\u308c\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30b9\u30bf\u30c3\u30af\u306f\u3001\u904b\u7528\u52b9\u7387\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u3059\u3079\u3066\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u306b\u304a\u3051\u308b\u30ac\u30d0\u30ca\u30f3\u30b9\u3001\u7d71\u5408\u3001\u304a\u3088\u3073\u898f\u5236\u9075\u5b88\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30ab\u30c6\u30b4\u30ea\u9593\u306e\u6839\u672c\u7684\u306a\u9055\u3044\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3001\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u305f\u3081\u306e\u7b2c\u4e00\u6b69\u3067\u3059\u3002\u6b21\u306e\u8868\u306f\u3001\u3053\u308c\u3089\u306e\u30a2\u30fc\u30ad\u30bf\u30a4\u30d7\u3092\u5927\u307e\u304b\u306b\u6bd4\u8f03\u3057\u305f\u3082\u306e\u3067\u3001\u305d\u306e\u5f8c\u3001\u3055\u3089\u306b\u8a73\u3057\u304f\u691c\u8a0e\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u7279\u5fb4<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30fb\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\uff08\u4f8b\uff1aInvestGlass\uff09<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>CRM\u306e\u5de8\u4eba (\u4f8b\uff1aSalesforce\u3001Microsoft Dynamics)<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30cb\u30c3\u30c1 \u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0 \u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff08\u4f8b\uff1aHubSpot\u3001Marketo\uff09<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u7279\u6709\u306e<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u975e\u5e38\u306b\u9ad8\u3044\uff1aKYC\u3001\u9069\u5408\u6027\u3001\u304a\u3088\u3073\u8ca1\u52d9\u898f\u5236\u306e\u305f\u3081\u306e\u7d44\u307f\u8fbc\u307f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f4e\uff5e\u4e2d\u7a0b\u5ea6\uff1a\u5927\u898f\u6a21\u306a\u30ab\u30b9\u30bf\u30e0\u5316\u3068AppExchange\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u975e\u5e38\u306b\u4f4e\u3044\uff1a\u56fa\u6709\u306e\u8ca1\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u306a\u3057\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30fb\u30b9\u30a4\u30fc\u30c8<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8: \u30e1\u30fc\u30eb\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3001\u30b8\u30e3\u30fc\u30cb\u30fc\u81ea\u52d5\u5316\u306e\u305f\u3081\u306e\u7d71\u5408\u30c4\u30fc\u30eb\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5f37\u307f\uff1a\u5f37\u529b\u3067\u5e83\u7bc4\u306a\u6a5f\u80fd\u3092\u6301\u3064\u304c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8a2d\u5b9a\u304c\u8907\u96d1\u306b\u306a\u308b\u5834\u5408\u304c\u3042\u308b\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u975e\u5e38\u306b\u9ad8\u3044: \u30af\u30e9\u30b9\u6700\u9ad8\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6a5f\u80fd\u3067\u3059\u304c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u306f\u9023\u643a\u3057\u3066\u3044\u307e\u305b\u3093\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u7d71\u5408\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u975e\u5e38\u306b\u9ad8\u3044\uff1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e2d\u5fc3\u7684\u304b\u3064\u4e0d\u53ef\u6b20\u306a\u90e8\u5206\u3067\u3059\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f4e: \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u8ffd\u52a0\u6a5f\u80fd\u3067\u3042\u308a\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u7d71\u5408\u3092\u5fc5\u8981\u3068\u3059\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u4e00\u5207\u5916\u90e8\u306b\u3042\u308a\u307e\u3059\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30aa\u30f3\u30d7\u30ec\u30df\u30b9 vs. \u30af\u30e9\u30a6\u30c9<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u67d4\u8edf\u6027\uff1a\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3068\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u306e\u4e21\u65b9\u306e\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u3067\u5229\u7528\u53ef\u80fd\u306a\u3053\u3068\u304c\u591a\u3044\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e3b\u306b\u30af\u30e9\u30a6\u30c9\uff1a\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30aa\u30d7\u30b7\u30e7\u30f3\u306f\u307e\u308c\u3067\u9ad8\u4fa1\u3067\u3059\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5c02\u5c5e\u30af\u30e9\u30a6\u30c9\uff1aSaaS\u306e\u307f\u306e\u30e2\u30c7\u30eb.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\uff06\u30ce\u30fc\u30b3\u30fc\u30c9<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8: \u30b3\u30fc\u30c9\u306a\u3057\u3067\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u9069\u5fdc\u3055\u305b\u305f\u3044\u30d3\u30b8\u30cd\u30b9\u30e6\u30fc\u30b6\u30fc\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\uff5e\u9ad8\uff1a\u5c02\u9580\u7684\u306a\u958b\u767a\u8005\u3084\u7ba1\u7406\u8005\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30df\u30c7\u30a3\u30a2\u30e0\uff1a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u306f\u9069\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ed\u30b8\u30c3\u30af\u306b\u306f\u9069\u3057\u3066\u3044\u307e\u305b\u3093\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u7dcf\u6240\u6709\u30b3\u30b9\u30c8<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\u301c\u9ad8\uff1a\u521d\u671f\u8cbb\u7528\u306f\u9ad8\u3044\u304c\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3068\u7d71\u5408\u306e\u8cbb\u7528\u306f\u4f4e\u3044\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u301c\u975e\u5e38\u306b\u9ad8\u3044\uff1a\u521d\u671f\u8cbb\u7528\u306f\u4f4e\u3044\u304c\u3001\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3001\u7d71\u5408\u3001\u5c02\u9580\u4eba\u6750\u306b\u306f\u975e\u5e38\u306b\u9ad8\u3044\u8cbb\u7528\u304c\u304b\u304b\u308b\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f4e\uff5e\u4e2d\u7a0b\u5ea6\uff1a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30b3\u30b9\u30c8\u306f\u4f4e\u3044\u304c\u3001\u624b\u4f5c\u696d\u3067\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084\u7d71\u5408\u4f5c\u696d\u306b\u9ad8\u3044\u96a0\u308c\u305f\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30de\u30eb\u30c1\u30c1\u30e3\u30cd\u30eb\u6a5f\u80fd<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u5408\u3055\u308c\u305f\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u3001E\u30e1\u30fc\u30eb\u3001SMS\u3001\u30c1\u30e3\u30c3\u30c8\u306a\u3069\u3092\u6a2a\u65ad\u3057\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3057\u307e\u3059\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e83\u7bc4\u56f2\uff1a\u30de\u30eb\u30c1\u30c1\u30e3\u30cd\u30eb\u901a\u4fe1\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u304c\u3001\u8ffd\u52a0\u306e\u8a2d\u5b9a\u304c\u5fc5\u8981\u306b\u306a\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5f37\u307f\uff1a\u30de\u30eb\u30c1\u30c1\u30e3\u30cd\u30eb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u6ce8\u529b\u3057\u3066\u3044\u308b\u304c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u306e\u7d71\u5408\u306f\u9650\u5b9a\u7684\u3002.<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30eb\u30c1\u30c1\u30e3\u30f3\u30cd\u30eb\u6a5f\u80fd\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u9593\u306e\u91cd\u8981\u306a\u5dee\u5225\u5316\u8981\u56e0\u3067\u3042\u308a\u3001\u3055\u307e\u3056\u307e\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30c1\u30e3\u30cd\u30eb\u306b\u308f\u305f\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3068\u7ba1\u7406\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-all-in-one-specialists-investglass\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30fb\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\uff1a\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30ab\u30c6\u30b4\u30ea\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5411\u3051\u306e\u6b21\u4e16\u4ee3\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u8868\u3057\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a> \u3053\u308c\u3089\u306f\u3001\u91d1\u878d\u696d\u754c\u5411\u3051\u306b\u6539\u9020\u3055\u308c\u305f\u6c4e\u7528\u30c4\u30fc\u30eb\u3067\u306f\u306a\u304f\u3001\u696d\u754c\u7279\u6709\u306e\u8ab2\u984c\u3092\u8003\u616e\u3057\u3066\u30bc\u30ed\u304b\u3089\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u7d71\u5408\u306f\u5f8c\u4ed8\u3051\u3067\u306f\u306a\u304f\u3001\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306e\u57fa\u76e4\u3068\u306a\u308b\u539f\u5247\u3067\u3059\u3002\u3053\u3046\u3057\u305f\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u306e\u4e3b\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u9ad8\u5ea6\u306a\u5206\u6790\u6a5f\u80fd\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3084\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b\u305f\u3081\u306eAI\u642d\u8f09\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u3092\u6700\u9069\u5316\u3057\u8907\u96d1\u306a\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3059\u308bAI\u30c4\u30fc\u30eb\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u4ed6\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u518d\u73fe\u304c\u96e3\u3057\u3044\u30ec\u30d9\u30eb\u306e\u4e00\u4f53\u611f\u3068\u52b9\u7387\u6027\u304c\u5b9f\u73fe\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u7279\u5b9a\u7528\u9014\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u308b\u305f\u3081\u3001\u91d1\u878d\u6a5f\u95a2\u306b\u76f4\u63a5\u95a2\u9023\u3059\u308b\u591a\u304f\u306e\u6a19\u6e96\u6a5f\u80fd\u304c\u5099\u308f\u3063\u3066\u3044\u307e\u3059\u3002\u7d44\u7e54\u304c\u6210\u9577\u3057\u3001\u3088\u308a\u9ad8\u5ea6\u306a\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5fc5\u8981\u3068\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u8907\u96d1\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u9ad8\u5ea6\u306a\u81ea\u52d5\u5316\u6a5f\u80fd\u304c\u7d71\u5408\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306e\u4e8b\u524d\u69cb\u7bc9\u6e08\u307f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u81ea\u52d5\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3001\u304a\u3088\u3073\u898f\u5236\u5f53\u5c40\u306e\u53b3\u683c\u306a\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u305f\u9ad8\u5ea6\u306a\u76e3\u67fb\u8a3c\u8de1\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u81ea\u52d5\u5316\u30c4\u30fc\u30eb\u306f\u3001CRM\u306e\u8c4a\u5bcc\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u3068\u672c\u8cea\u7684\u306b\u9023\u643a\u3057\u3066\u304a\u308a\u3001\u73fe\u4ee3\u306e\u91d1\u878d\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u4e0d\u53ef\u6b20\u306a\u3001\u304d\u3081\u7d30\u304b\u304f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30ce\u30fc\u30b3\u30fc\u30c9\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306e\u91cd\u8996\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u5927\u898f\u6a21\u306a\u958b\u767a\u8005\u30c1\u30fc\u30e0\u3092\u5fc5\u8981\u3068\u305b\u305a\u306b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u7279\u5b9a\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u9069\u5fdc\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6c4e\u7528CRM\u3088\u308a\u3082\u521d\u671f\u6295\u8cc7\u304c\u9ad8\u304f\u306a\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u30ab\u30b9\u30bf\u30e0\u958b\u767a\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u7d71\u5408\u3001\u304a\u3088\u3073\u624b\u52d5\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4f5c\u696d\u306e\u5fc5\u8981\u6027\u304c\u8efd\u6e1b\u3055\u308c\u308b\u3053\u3068\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u306f\u3057\u3070\u3057\u3070\u4f4e\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-crm-giants-with-add-ons-salesforce-amp-microsoft-dynamics\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30a2\u30c9\u30aa\u30f3\u6a5f\u80fd\u3092\u6301\u3064CRM\u306e\u5de8\u4eba\uff1aSalesforce\u3068Microsoft Dynamics<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce\u3068Microsoft Dynamics\u306f\u3001\u6570\u591a\u304f\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u5c0e\u5165\u30d1\u30fc\u30c8\u30ca\u30fc\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u6301\u3064\u3001\u7d1b\u308c\u3082\u306a\u304f\u5f37\u529b\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u305d\u306e\u5f37\u307f\u306f\u3001\u305d\u306e\u898f\u6a21\u3068\u67d4\u8edf\u6027\u306b\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306eCRM\u306e\u5de8\u982d\u306f\u3001\u5f37\u529b\u306a\u30bb\u30fc\u30eb\u30b9\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068\u30bb\u30fc\u30eb\u30b9\u30d7\u30ed\u30bb\u30b9\u7ba1\u7406\u6a5f\u80fd\u3082\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u4f01\u696d\u306f\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u3092\u5408\u7406\u5316\u3057\u3001\u30bb\u30fc\u30eb\u30b9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3057\u3001\u30bb\u30fc\u30eb\u30b9\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u3042\u3089\u3086\u308b\u6bb5\u968e\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5927\u898f\u6a21\u306a\u591a\u56fd\u7c4d\u4f01\u696d\u306b\u3068\u3063\u3066\u306f\u3001\u5e45\u5e83\u3044\u30d3\u30b8\u30cd\u30b9\u6a5f\u80fd\u306e\u4e2d\u592e\u30cf\u30d6\u3068\u3057\u3066\u6a5f\u80fd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u306b\u95a2\u3057\u3066\u306f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%80%e3%82%82%e5%8a%b9%e6%9e%9c%e7%9a%84%e3%81%aa5%e3%81%a4%e3%81%ae%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_self\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u305d\u3057\u3066\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u3059\u3050\u306b\u4f7f\u3048\u308b\u89e3\u6c7a\u7b56\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\uff5e\u3092\u898b\u3066\u307f\u308b\u3068 <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\">Salesforce\u306e\u4ee3\u66ff\u6848<\/a> \u3057\u3070\u3057\u3070\u3053\u306e\u30ae\u30e3\u30c3\u30d7\u3092\u6d6e\u304d\u5f6b\u308a\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u305d\u306e\u307e\u307e\u3067\u306f\u696d\u754c\u3092\u554f\u3044\u307e\u305b\u3093\u3002\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u9069\u3057\u305f\u3082\u306e\u306b\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u5927\u5e45\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3068\u3001Salesforce AppExchange\u306e\u3088\u3046\u306a\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30a4\u30b9\u304b\u3089\u306e\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u8ffd\u52a0\u304c\u5fc5\u8981\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e0a\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306f\u78ba\u304b\u306b\u53ef\u80fd\u3067\u3059\u304c\u3001\u305d\u308c\u306f\u8907\u96d1\u3067\u9ad8\u4fa1\u306a\u4e8b\u696d\u3068\u306a\u308a\u307e\u3059\u3002\u3055\u307e\u3056\u307e\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3092\u7d71\u5408\u3057\u3001\u305d\u308c\u3089\u304c\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u9023\u643a\u3059\u308b\u3088\u3046\u306b\u3059\u308b\u8cac\u4efb\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u306b\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9577\u671f\u9593\u306e\u5c0e\u5165\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3001\u9ad8\u984d\u306a\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u6599\u3001\u305d\u3057\u3066\u65ad\u7247\u5316\u3055\u308c\u305f\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u88fd\u30a2\u30d7\u30ea\u3078\u306e\u4f9d\u5b58\u306f\u3001\u3042\u308b\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306e\u5909\u66f4\u304c\u5225\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306b\u610f\u56f3\u3057\u306a\u3044\u7d50\u679c\u3092\u3082\u305f\u3089\u3059\u53ef\u80fd\u6027\u306e\u3042\u308b\u3001\u58ca\u308c\u3084\u3059\u3044\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u751f\u307f\u51fa\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u5c02\u9580\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u7d71\u5408\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u306f\u5bfe\u7167\u7684\u3067\u3042\u308a\u3001\u91cd\u8981\u306a\u70b9\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>.<\/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=\"\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9-CRM-\u30b0\u30ed\u30fc\u30d0\u30eb\" 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 \u306f\u3001\u5f37\u529b\u3067\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306aCRM<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-niche-marketing-automation-players\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30cb\u30c3\u30c1\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30d7\u30ec\u30a4\u30e4\u30fc<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">HubSpot\u3084Marketo\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u5206\u91ce\u306e\u30ea\u30fc\u30c0\u30fc\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c4\u30fc\u30eb\u306f\u3001e\u30b3\u30de\u30fc\u30b9\u30d6\u30e9\u30f3\u30c9\u3001e\u30b3\u30de\u30fc\u30b9\u30d3\u30b8\u30cd\u30b9\u3001\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u30d6\u30e9\u30f3\u30c9\u306b\u5e83\u304f\u5229\u7528\u3055\u308c\u3066\u304a\u308a\u3001\u30a4\u30f3\u30d0\u30a6\u30f3\u30c9\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30e1\u30fc\u30eb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u7ba1\u7406\u3001\u30ea\u30fc\u30c9\u30ca\u30fc\u30c1\u30e3\u30ea\u30f3\u30b0\u306e\u305f\u3081\u306e\u6d17\u7df4\u3055\u308c\u305f\u30c4\u30fc\u30eb\u306e\u30b9\u30a4\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u591a\u304f\u306e\u696d\u754c\u306b\u3068\u3063\u3066\u3001\u6210\u9577\u3092\u4fc3\u9032\u3057\u3001\u9867\u5ba2\u3068\u30a8\u30f3\u30b2\u30fc\u30b8\u3059\u308b\u305f\u3081\u306e\u512a\u308c\u305f\u9078\u629e\u80a2\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001SMS\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3092\u542b\u3080\u8907\u6570\u306e\u30c1\u30e3\u30cd\u30eb\u3067\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u304a\u308a\u3001\u4f01\u696d\u306f\u9867\u5ba2\u304c\u3069\u3053\u306b\u3044\u3066\u3082\u30ea\u30fc\u30c1\u3057\u3001\u30e1\u30fc\u30eb\u3001\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u3001\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u901a\u3058\u3066\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u6700\u9069\u5316\u3067\u304d\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u3068\u3063\u3066\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u3044\u3046\u6982\u5ff5\u304c\u306a\u3044\u3068\u3044\u3046\u3001\u81f4\u547d\u7684\u3067\u3001\u3057\u3070\u3057\u3070\u5931\u683c\u3068\u306a\u308b\u5236\u9650\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308b\u4e3b\u306a\u5236\u7d04\u304c\u5275\u9020\u6027\u3068\u4e88\u7b97\u3067\u3042\u308a\u3001\u898f\u5236\u5f53\u5c40\u306e\u7cbe\u67fb\u3067\u306f\u306a\u3044\u4e16\u754c\u306e\u305f\u3081\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u9069\u5408\u6027\u3001\u7ba1\u8f44\u533a\u57df\u306e\u898f\u5247\u3001\u6539\u3056\u3093\u4e0d\u53ef\u80fd\u306a\u76e3\u67fb\u8a3c\u8de1\u306a\u3069\u306e\u6982\u5ff5\u3092\u51e6\u7406\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u57fa\u672c\u7684\u306a\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u304c\u6b20\u3051\u3066\u3044\u307e\u3059\u3002\u4f01\u696d\u306fHubSpot\u3092\u4f7f\u7528\u3057\u3066\u7f8e\u3057\u3044\u30e1\u30fc\u30eb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u8a2d\u8a08\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u3059\u304c\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u304c\u9069\u5207\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u306e\u307f\u9001\u4fe1\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u30e1\u30ab\u30cb\u30ba\u30e0\u306f\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306b\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8cac\u4efb\u306f\u30b7\u30b9\u30c6\u30e0\u306e\u5916\u306b\u5b8c\u5168\u306b\u3042\u308a\u3001\u4f01\u696d\u306f\u624b\u52d5\u30c1\u30a7\u30c3\u30af\u3084\u7169\u96d1\u306a\u56de\u907f\u7b56\u306b\u983c\u3089\u3056\u308b\u3092\u5f97\u306a\u304f\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a8\u30e9\u30fc\u306e\u91cd\u5927\u306a\u30ea\u30b9\u30af\u304c\u751f\u3058\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3092\u62e1\u5927\u3059\u308b\u3053\u3068\u306f\u307b\u307c\u4e0d\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u898f\u5236\u30ea\u30b9\u30af\u306e\u7ba1\u7406\u306b\u771f\u5263\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u3089\u306e\u30cb\u30c3\u30c1\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u305b\u3044\u305c\u3044\u90e8\u5206\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3042\u308a\u3001\u4ed6\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u3063\u3066\u88dc\u5f37\u3055\u308c\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-lifetime-value-maximizing-long-term-relationships\">\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff1a\u9577\u671f\u7684\u306a\u95a2\u4fc2\u306e\u6700\u5927\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff08CLV\uff09\u306f\u3001\u9867\u5ba2\u304c\u4f01\u696d\u3068\u306e\u95a2\u4fc2\u3092\u901a\u3058\u3066\u63d0\u4f9b\u3059\u308b\u7dcf\u4fa1\u5024\u3092\u53cd\u6620\u3059\u308b\u3001\u3042\u3089\u3086\u308b\u7d44\u7e54\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u6307\u6a19\u3067\u3059\u3002CLV\u306e\u6700\u9069\u5316\u306f\u3001\u6301\u7d9a\u7684\u306a\u6210\u9577\u3001\u9867\u5ba2\u7dad\u6301\u7387\u306e\u5411\u4e0a\u3001\u9867\u5ba2\u6e80\u8db3\u5ea6\u306e\u5411\u4e0a\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u7d44\u7e54\u304c\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u4f5c\u6210\u3057\u3001\u5b9a\u578b\u696d\u52d9\u3092\u81ea\u52d5\u5316\u3057\u3001\u9577\u671f\u7684\u306a\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u305f\u3081\u306b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3044\u3066\u57fa\u672c\u7684\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u3092\u6d3b\u7528\u3057\u305f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3068\u4e88\u6e2c\u5206\u6790\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u500b\u3005\u306e\u9867\u5ba2\u306e\u597d\u307f\u3084\u884c\u52d5\u306b\u5408\u308f\u305b\u305f\u3001\u95a2\u9023\u6027\u306e\u9ad8\u3044\u30b3\u30f3\u30c6\u30f3\u30c4\u3084\u30aa\u30d5\u30a1\u30fc\u3092\u63d0\u4f9b\u3067\u304d\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u3042\u3089\u3086\u308b\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u304c\u30bf\u30a4\u30e0\u30ea\u30fc\u304b\u3064\u6709\u610f\u7fa9\u3067\u3042\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u3001\u7d71\u5408\u3055\u308c\u305f\u9867\u5ba2\u30c7\u30fc\u30bf\u306f\u3001\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc\u306e\u5305\u62ec\u7684\u306a\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u9867\u5ba2\u884c\u52d5\u3092\u7d99\u7d9a\u7684\u306b\u76e3\u8996\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3092\u6539\u5584\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u3001\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u80b2\u307f\u3001\u6700\u7d42\u7684\u306b\u306f\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\u3092\u5411\u4e0a\u3055\u305b\u308b\u6a5f\u4f1a\u3092\u7279\u5b9a\u3067\u304d\u307e\u3059\u3002\u5b9a\u578b\u696d\u52d9\u3092\u81ea\u52d5\u5316\u3057\u3001\u6226\u7565\u7684\u306a\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u3092\u512a\u5148\u3059\u308b\u80fd\u529b\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u7d99\u7d9a\u7684\u306a\u53ce\u76ca\u3068\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u9577\u671f\u7684\u306a\u95a2\u4fc2\u3092\u80b2\u6210\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-deep-dive-building-a-compliant-marketing-machine-with-investglass\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6295\u8cc7\u30ac\u30e9\u30b9\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30c8\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30de\u30b7\u30f3\u3092\u69cb\u7bc9\u3059\u308b\uff1a\u6df1\u6398\u308a<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u4e00\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u771f\u306e\u529b\u3092\u7406\u89e3\u3059\u308b\u306b\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u3001\u52b9\u679c\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30de\u30b7\u30f3\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u3069\u306e\u3088\u3046\u306b\u4f7f\u7528\u3067\u304d\u308b\u304b\u306e\u5b9f\u8df5\u7684\u306a\u4f8b\u3092\u691c\u8a0e\u3059\u308b\u3053\u3068\u304c\u5f79\u7acb\u3061\u307e\u3059\u3002. <strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong>, \u3001\u6700\u5148\u7aef\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u3057\u3066\u3001\u512a\u308c\u305f\u30b1\u30fc\u30b9\u30b9\u30bf\u30c7\u30a3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30d7\u30ed\u30bb\u30b9\u306f4\u3064\u306e\u4e3b\u8981\u306a\u6bb5\u968e\u306b\u5206\u89e3\u3067\u304d\u3001\u305d\u308c\u305e\u308c\u304c\u30c7\u30fc\u30bf\u3001\u81ea\u52d5\u5316\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3\u756a\u76ee\u307e\u305f\u306f4\u756a\u76ee\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u306f\u3001InvestGlass \u306f\u30ea\u30fc\u30c9\u30b8\u30a7\u30cd\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u5c02\u7528\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u30da\u30fc\u30b8\u3092\u4f5c\u6210\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3001\u7d44\u7e54\u304c\u9867\u5ba2\u60c5\u5831\u3092\u53d6\u5f97\u3057\u3001AI\u4e3b\u5c0e\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30de\u30eb\u30c1\u30c1\u30e3\u30cd\u30eb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u4e00\u90e8\u3068\u3057\u3066\u30d7\u30c3\u30b7\u30e5\u901a\u77e5\u3082\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u304a\u308a\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u3001\u30c7\u30b8\u30bf\u30eb\u30c1\u30e3\u30cd\u30eb\u5168\u4f53\u3067\u306e\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u5411\u4e0a\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-centralising-data-with-the-crm\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30b9\u30c6\u30c3\u30d71\uff1aCRM\u306b\u3088\u308b\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u306f\u3001\u3059\u3079\u3066\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u60c5\u5831\u306b\u95a2\u3059\u308b\u5358\u4e00\u3067\u7d1b\u308c\u306e\u306a\u3044\u771f\u5b9f\u306e\u60c5\u5831\u6e90\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u307e\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u3059\u3079\u3066\u306e\u3082\u306e\u304c\u69cb\u7bc9\u3055\u308c\u308b\u57fa\u76e4\u3068\u306a\u308b\u5c64\u3067\u3059\u3002 <\/span><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\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30d0\u30f3\u30ad\u30f3\u30b0\u5411\u3051InvestGlass CRM<\/u><\/span><\/strong><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u5bcc\u88d5\u5c64\u5411\u3051\u8cc7\u7523\u7ba1\u7406\u306f\u3001\u9867\u5ba2\u306e\u521d\u671f\u9023\u7d61\u5148\u60c5\u5831\u304b\u3089\u3001\u8a73\u7d30\u306a\u8ca1\u52d9\u72b6\u6cc1\u3001\u6295\u8cc7\u76ee\u6a19\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u81f3\u308b\u307e\u3067\u3001\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u30c7\u30fc\u30bf\u30dd\u30a4\u30f3\u30c8\u3092\u53ce\u96c6\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u5358\u306a\u308b\u9759\u7684\u306a\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u6027\u3092\u52d5\u7684\u306b\u9032\u5316\u3055\u305b\u308b\u8a18\u9332\u3067\u3059\u3002\u3059\u3079\u3066\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u96fb\u8a71\u3001\u53d6\u5f15\u304c\u8a18\u9332\u3055\u308c\u3001\u771f\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3067\u304d\u308b\u3001\u8c4a\u304b\u306a\u60c5\u5831\u30bf\u30da\u30b9\u30c8\u30ea\u30fc\u304c\u4f5c\u6210\u3055\u308c\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-automating-onboarding-and-kyc\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30b9\u30c6\u30c3\u30d72\uff1a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\u306e\u81ea\u52d5\u5316<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">CRM\u3092\u4e00\u5143\u5316\u3057\u305f\u3089\u3001\u6b21\u306f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068KYC\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u8a8d\u8a3c\u3068\u3044\u3046\u91cd\u8981\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3057\u307e\u3059\u3002\u3053\u3053\u3067\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u81ea\u52d5\u5316\u80fd\u529b\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u80fd\u529b\u304c\u521d\u3081\u3066\u771f\u4fa1\u3092\u767a\u63ee\u3057\u307e\u3059\u3002 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u30ce\u30fc\u30b3\u30fc\u30c9\u81ea\u52d5\u5316\u30a8\u30f3\u30b8\u30f3\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u5b8c\u5168\u306b\u81ea\u52d5\u5316\u3055\u308c\u305f <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b3%e3%83%bc%e3%83%9d%e3%83%ac%e3%83%bc%e3%83%88%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u30b8\u30e3\u30fc\u30cb\u30fc\u3002\u3053\u306e\u30b8\u30e3\u30fc\u30cb\u30fc\u306f\u3001\u65b0\u3057\u3044\u898b\u8fbc\u307f\u5ba2\u304c\u95a2\u5fc3\u3092\u793a\u3057\u305f\u3068\u304d\u306b\u81ea\u52d5\u7684\u306b\u30c8\u30ea\u30ac\u30fc\u3055\u308c\u3001\u521d\u671f\u7533\u8acb\u306e\u5b8c\u4e86\u304b\u3089\u672c\u4eba\u78ba\u8a8d\u66f8\u985e\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5951\u7d04\u3078\u306e\u7f72\u540d\u307e\u3067\u3001\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u30ac\u30a4\u30c9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u7d44\u307f\u8fbc\u307f\u30eb\u30fc\u30eb\u30a8\u30f3\u30b8\u30f3\u306b\u3088\u308a\u3001\u5404\u6bb5\u968e\u3067\u9069\u5207\u306aKYC\u304a\u3088\u3073AML\u30c1\u30a7\u30c3\u30af\u304c\u5b9f\u884c\u3055\u308c\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u3001\u9ad8\u30ea\u30b9\u30af\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3064\u3044\u3066\u306f\u3001\u5f37\u5316\u3055\u308c\u305f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u305f\u3081\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3068\u3063\u3066\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u30e2\u30c0\u30f3\u306a\u4f53\u9a13\u304c\u751f\u307e\u308c\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30d5\u30a1\u30fc\u30e0\u306e\u7ba1\u7406\u8ca0\u62c5\u304c\u5287\u7684\u306b\u8efd\u6e1b\u3055\u308c\u3001\u3059\u3079\u3066\u306e\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u304c\u6e80\u305f\u3055\u308c\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-launching-targeted-compliant-campaigns\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30b9\u30c6\u30c3\u30d7\uff13\uff1a\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u5b9f\u65bd<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3055\u308c\u3001CRM\u306b\u30c7\u30fc\u30bf\u304c\u5b89\u5168\u306b\u4fdd\u5b58\u3055\u308c\u308b\u3068\u3001\u30d5\u30a1\u30fc\u30e0\u306f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u3092\u6d3b\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u884c\u52d5\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30bf\u30fc\u30b2\u30c6\u30a3\u30f3\u30b0\u3092\u7d5e\u308a\u8fbc\u307f\u3001\u6700\u3082\u95a2\u9023\u6027\u306e\u9ad8\u3044\u30aa\u30fc\u30c7\u30a3\u30a8\u30f3\u30b9\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u30e1\u30c3\u30bb\u30fc\u30b8\u304c\u5c4a\u304f\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u3053\u3067\u3001\u5148\u307b\u3069\u8b70\u8ad6\u3057\u305f\u30c7\u30a3\u30fc\u30d7\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304c\u975e\u5e38\u306b\u5f37\u529b\u306b\u306a\u308a\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u300c\u9ad8\u30ea\u30b9\u30af\u300d\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u306e\u5168\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u65b0\u8208\u5e02\u5834\u3078\u306e\u65b0\u3057\u3044\u6295\u8cc7\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u77e5\u3089\u305b\u308b\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u4f5c\u6210\u3067\u304d\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u7528\u3057\u3066\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306a\u30e1\u30fc\u30eb\u3092\u30c7\u30b6\u30a4\u30f3\u3057\u3001\u305d\u308c\u3092\u5404\u53d7\u4fe1\u8005\u5411\u3051\u306b\u81ea\u52d5\u7684\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u9001\u4fe1\u3059\u308b\u524d\u306b\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u9069\u5207\u3067\u3001\u5fc5\u8981\u306a\u958b\u793a\u304c\u3059\u3079\u3066\u542b\u307e\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u4ecb\u3057\u3066\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u5f8c\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u6307\u5b9a\u3055\u308c\u305f\u57fa\u6e96\u3092\u6e80\u305f\u3059\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u306e\u307f\u30e1\u30fc\u30eb\u3092\u9001\u4fe1\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u8a18\u9332\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-reporting-and-auditing\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30b9\u30c6\u30c3\u30d74\uff1a\u5831\u544a\u3068\u76e3\u67fb<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30ba\u30eb\u306e\u6700\u5f8c\u306e\u30d4\u30fc\u30b9\u306f\u3001\u3053\u308c\u3089\u306e\u3059\u3079\u3066\u306e\u6d3b\u52d5\u3092\u5831\u544a\u3057\u3001\u898f\u5236\u5f53\u5c40\u306b\u5b8c\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u63d0\u4f9b\u3067\u304d\u308b\u6a5f\u80fd\u3067\u3059\u3002 <strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong> \u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u76e3\u8996\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306e\u9032\u6357\u72b6\u6cc1\u3092\u8ffd\u8de1\u3057\u3001\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u898f\u5236\u3078\u306e\u6e96\u62e0\u3092\u5b9f\u8a3c\u3067\u304d\u308b\u5f37\u529b\u306a\u30ec\u30dd\u30fc\u30c8\u30c4\u30fc\u30eb\u30b9\u30a4\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002Google Analytics\u3068\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u30e6\u30fc\u30b6\u30fc\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u95a2\u3059\u308b\u8ffd\u52a0\u306e\u6d1e\u5bdf\u304c\u5f97\u3089\u308c\u3001\u4f01\u696d\u306f\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306e\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u3092\u5206\u6790\u3057\u3001\u7d71\u5408\u3055\u308c\u305fMarTech\u30b9\u30bf\u30c3\u30af\u5185\u3067\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u3092\u6700\u9069\u5316\u3067\u304d\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u3044\u3064\u3067\u3082\u3001\u7279\u5b9a\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u9001\u4fe1\u3055\u308c\u305f\u3059\u3079\u3066\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u793a\u3059\u30ec\u30dd\u30fc\u30c8\u3092\u30d7\u30eb\u3057\u305f\u308a\u3001\u4f01\u696d\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u72b6\u6cc1\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u6982\u8981\u3092\u63d0\u4f9b\u3059\u308b\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u8868\u793a\u3057\u305f\u308a\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30ec\u30d9\u30eb\u306e\u900f\u660e\u6027\u3068\u7ba1\u7406\u306f\u3001\u4e92\u3044\u306b\u9023\u643a\u3057\u3066\u3044\u306a\u3044\u500b\u5225\u306e\u30b7\u30b9\u30c6\u30e0\u306e\u96c6\u5408\u4f53\u3067\u306f\u5b9f\u73fe\u3067\u304d\u307e\u305b\u3093\u3002\u3053\u308c\u306f\u3001\u771f\u306b\u7d71\u5408\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u7279\u9577\u3067\u3042\u308a\u3001\u73fe\u4ee3\u306e\u91d1\u878d\u306b\u304a\u3051\u308b\u8907\u96d1\u306a\u898f\u5236\u74b0\u5883\u3092\u4e57\u308a\u8d8a\u3048\u308b\u305f\u3081\u306e\u9375\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-results-and-roi-measuring-success-in-financial-services-marketing-automation\">\u7d50\u679c\u3068ROI\uff1a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306e\u6210\u529f\u6e2c\u5b9a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306e\u53d6\u308a\u7d44\u307f\u306e\u6210\u529f\u3092\u6e2c\u5b9a\u3059\u308b\u3053\u3068\u306f\u3001\u4fa1\u5024\u3092\u5b9f\u8a3c\u3057\u3001\u5c06\u6765\u306e\u6226\u7565\u3092\u5c0e\u304f\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u4fe1\u983c\u3067\u304d\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u5206\u6790\u30c4\u30fc\u30eb\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3001\u53ce\u76ca\u6210\u9577\u306a\u3069\u306e\u4e3b\u8981\u306a\u6307\u6a19\u3092\u8ffd\u8de1\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6d1e\u5bdf\u306b\u3088\u308a\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u81ea\u793e\u306e\u53d6\u308a\u7d44\u307f\u306e\u6709\u52b9\u6027\u3092\u8a55\u4fa1\u3057\u3001\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u60c5\u5831\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3063\u3066\u3001\u5c06\u6765\u306e\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u6700\u9069\u5316\u3057\u306a\u304c\u3089\u3001\u30c7\u30fc\u30bf\u3068\u30d7\u30ed\u30bb\u30b9\u3092\u5b8c\u5168\u306b\u7ba1\u7406\u3057\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u53ce\u76ca\u7387\uff08ROI\uff09\u3001\u9867\u5ba2\u7372\u5f97\u30b3\u30b9\u30c8\uff08CAC\uff09\u3001\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff08CLV\uff09\u306a\u3069\u306e\u4e3b\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19\u306f\u3001\u898f\u5236\u3055\u308c\u305f\u74b0\u5883\u306b\u304a\u3051\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u52b9\u679c\u3092\u660e\u78ba\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u81ea\u52d5\u5316\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u3053\u306e\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u3068\u5206\u6790\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u3084\u5206\u6790\u306a\u3069\u306e\u53cd\u5fa9\u4f5c\u696d\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30c1\u30fc\u30e0\u304c\u6226\u7565\u7684\u306a\u6539\u5584\u306b\u512a\u5148\u9806\u4f4d\u3092\u4ed8\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u7d99\u7d9a\u7684\u306b\u76e3\u8996\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f01\u696d\u306f\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u81ea\u52d5\u5316\u6226\u7565\u3092\u6d17\u7df4\u3055\u305b\u3066\u3001\u512a\u308c\u305f\u7d50\u679c\u3092\u9054\u6210\u3057\u3001\u904b\u7528\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u3001\u898f\u5236\u8981\u4ef6\u3092\u9075\u5b88\u3057\u306a\u304c\u3089\u6301\u7d9a\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u6210\u9577\u3092\u63a8\u9032\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u3088\u304f\u3042\u308b\u8cea\u554f (FAQ)<\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-what-is-the-single-biggest-benefit-of-a-unified-marketing-and-compliance-platform\"><strong>\u7d71\u4e00\u3055\u308c\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6700\u5927\u306e\u5229\u70b9\u306f\u4f55\u3067\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u5927\u306e\u5229\u70b9\u306f\u3001\u898f\u5236\u30ea\u30b9\u30af\u306e\u5927\u5e45\u306a\u4f4e\u6e1b\u3067\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ed\u30b8\u30c3\u30af\u3092\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u76f4\u63a5\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u304c\u9069\u5207\u3067\u3042\u308a\u3001\u5b8c\u5168\u306b\u6587\u66f8\u5316\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u4fe1\u3067\u304d\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u5bfe\u3059\u308b\u3053\u306e\u7a4d\u6975\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c1\u30a7\u30c3\u30af\u3084\u5b9a\u671f\u7684\u306a\u76e3\u67fb\u3068\u3044\u3063\u305f\u5f93\u6765\u306e\u53d7\u52d5\u7684\u306a\u30e2\u30c7\u30eb\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u52b9\u679c\u7684\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-are-these-platforms-only-suitable-for-large-global-banks\"><strong>2. \u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5927\u624b\u30b0\u30ed\u30fc\u30d0\u30eb\u9280\u884c\u306b\u306e\u307f\u9069\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3068\u3093\u3067\u3082\u3054\u3056\u3044\u307e\u305b\u3093\u3002\u5927\u624b\u9280\u884c\u304c\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u4e00\u65b9\u3067\u3001\u4e2d\u5c0f\u898f\u6a21\u306e\u72ec\u7acb\u7cfb\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3001\u30d6\u30c6\u30a3\u30c3\u30af\u6295\u8cc7\u4f1a\u793e\u306b\u3068\u3063\u3066\u3082\u540c\u69d8\u306b\u4fa1\u5024\u304c\u3042\u308a\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u3088\u3046\u306a\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u3084\u30ce\u30fc\u30b3\u30fc\u30c9\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u306f <strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong> \u3042\u3089\u3086\u308b\u898f\u6a21\u306e\u4f01\u696d\u3001\u7279\u306b\u4e2d\u5c0f\u4f01\u696d\u3067\u3082\u5229\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u5b9f\u969b\u3001\u5c0f\u898f\u6a21\u306a\u4f01\u696d\u307b\u3069\u3001\u81ea\u52d5\u5316\u306b\u3088\u308b\u52b9\u7387\u5316\u306e\u6069\u6075\u304c\u3088\u308a\u5927\u304d\u304f\u611f\u3058\u3089\u308c\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-can-a-unified-platform-integrate-with-our-existing-portfolio-management-system\"><strong>3. \u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u65e2\u5b58\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u9023\u643a\u3067\u304d\u307e\u3059\u304b\uff1f <\/strong><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\"><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/strong><\/a><strong>?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3001\u7d71\u5408\u306f\u73fe\u4ee3\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u91cd\u8981\u306a\u7279\u5fb4\u3067\u3059\u3002\u305d\u308c\u3089\u306f\u3001\u4f01\u696d\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30b9\u30bf\u30c3\u30af\u306e\u4e2d\u5fc3\u7684\u306a\u30cf\u30d6\u3068\u3057\u3066\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u901a\u5e38\u3001\u6b21\u306e\u3088\u3046\u306a\u4ed6\u306e\u91cd\u8981\u306a\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3059\u308b\u305f\u3081\u306e\u3055\u307e\u3056\u307e\u306aAPI\u3084\u4e8b\u524d\u69cb\u7bc9\u6e08\u307f\u306e\u30b3\u30cd\u30af\u30bf\u3092\u63d0\u4f9b\u3057\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\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/a>, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%88%e3%83%83%e3%83%97%e3%83%bb%e3%82%ab%e3%82%b9%e3%83%88%e3%83%87%e3%82%a3%e3%83%bb%e3%83%97%e3%83%a9%e3%83%83%e3%83%88%e3%83%95%e3%82%a9%e3%83%bc%e3%83%a0\/\" target=\"_self\">\u30ab\u30b9\u30c8\u30c7\u30a3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/a>, \u3001\u304a\u3088\u3073\u30de\u30fc\u30b1\u30c3\u30c8\u30c7\u30fc\u30bf\u30d5\u30a3\u30fc\u30c9\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u7d44\u7e54\u5168\u4f53\u3067\u60c5\u5831\u304c\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u6d41\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-is-it-difficult-to-migrate-from-a-legacy-crm-system\"><strong>4. \u30ec\u30ac\u30b7\u30fcCRM\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u306e\u79fb\u884c\u306f\u96e3\u3057\u3044\u3067\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u79fb\u884c\u306f\u5e38\u306b\u5927\u304d\u306a\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3067\u3059\u304c\u3001\u512a\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30d9\u30f3\u30c0\u30fc\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u3092\u53ef\u80fd\u306a\u9650\u308a\u30b9\u30e0\u30fc\u30ba\u306b\u3059\u308b\u305f\u3081\u306e\u4f53\u7cfb\u7684\u306a\u65b9\u6cd5\u8ad6\u3068\u5c02\u9580\u5bb6\u306e\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u91cd\u8981\u306a\u306e\u306f\u3001\u79fb\u884c\u3092\u958b\u59cb\u3059\u308b\u524d\u306b\u6ce8\u610f\u6df1\u3044\u8a08\u753b\u3068\u30c7\u30fc\u30bf\u306e\u30af\u30ec\u30f3\u30b8\u30f3\u30b0\u3092\u884c\u3046\u3053\u3068\u3067\u3059\u3002\u6700\u65b0\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u79fb\u884c\u306b\u3088\u308b\u9577\u671f\u7684\u306a\u30e1\u30ea\u30c3\u30c8\u306f\u3001\u79fb\u884c\u306b\u4f34\u3046\u77ed\u671f\u7684\u306a\u8ab2\u984c\u3092\u307b\u307c\u5e38\u306b\u4e0a\u56de\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-how-does-a-platform-like-investglass-handle-data-privacy-and-security\"><strong>5. InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u3069\u306e\u3088\u3046\u306b\u6271\u3063\u3066\u3044\u307e\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u6700\u91cd\u8981\u3067\u3042\u308a\u3001\u7279\u306b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3044\u3066\u306f\u305d\u3046\u3067\u3059\u3002\u4e3b\u8981\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f <strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong> \u30b9\u30a4\u30b9\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u306f\u4e16\u754c\u3067\u3082\u6700\u3082\u53b3\u683c\u306a\u90e8\u985e\u306b\u5165\u308a\u3001\u305d\u308c\u3089\u306f\u5f37\u56fa\u306a\u57fa\u76e4\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3084\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u5c0e\u5165\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u4f01\u696d\u306b\u30c7\u30fc\u30bf\u306b\u5bfe\u3059\u308b\u5b8c\u5168\u306a\u5236\u5fa1\u6a29\u3092\u4e0e\u3048\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u30c7\u30fc\u30bf\u306f\u8ee2\u9001\u4e2d\u3082\u4fdd\u5b58\u6642\u3082\u6697\u53f7\u5316\u3055\u308c\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u306f\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u304b\u3089\u4fdd\u8b77\u3059\u308b\u305f\u3081\u306e\u3055\u307e\u3056\u307e\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6a5f\u80fd\u304c\u642d\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-can-these-platforms-be-configured-to-be-hipaa-compliant-for-healthcare-data-privacy\"><strong>6. \u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u533b\u7642\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u305f\u3081\u306bHIPAA\u6e96\u62e0\u3059\u308b\u3088\u3046\u306b\u69cb\u6210\u3067\u304d\u307e\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u305f\u3081\u306e\u4e3b\u8981\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001HIPAA\u306b\u6e96\u62e0\u3059\u308b\u3088\u3046\u306b\u69cb\u6210\u3067\u304d\u3001\u533b\u7642\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u57fa\u6e96\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u5b89\u5168\u306a\u30c7\u30fc\u30bf\u30b9\u30c8\u30ec\u30fc\u30b8\u3068\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3092\u63d0\u4f9b\u3067\u304d\u307e\u3059\u304c\u3001\u7279\u5b9a\u306e\u533b\u7642\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u691c\u8a3c\u306b\u306f\u3001\u3059\u3079\u3066\u306e\u898f\u5236\u8981\u4ef6\u304c\u6e80\u305f\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u306b\u3001\u8ffd\u52a0\u306e\u30ab\u30b9\u30bf\u30e0\u30ed\u30b8\u30c3\u30af\u304c\u5fc5\u8981\u306b\u306a\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-7-what-kind-of-training-is-required-for-our-team-to-use-the-platform\"><strong>7. \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5229\u7528\u3059\u308b\u305f\u3081\u306b\u3001\u79c1\u305f\u3061\u306e\u30c1\u30fc\u30e0\u306b\u306f\u3069\u306e\u3088\u3046\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304c\u5fc5\u8981\u3067\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u65b0\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u76f4\u611f\u7684\u3067\u4f7f\u3044\u3084\u3059\u3044\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001\u7279\u306b\u6280\u8853\u7684\u306a\u30d0\u30c3\u30af\u30b0\u30e9\u30a6\u30f3\u30c9\u3092\u6301\u305f\u306a\u3044\u30d3\u30b8\u30cd\u30b9\u30e6\u30fc\u30b6\u30fc\u3067\u3082\u5229\u7528\u3067\u304d\u308b\u30ce\u30fc\u30b3\u30fc\u30c9\u30c4\u30fc\u30eb\u306b\u91cd\u70b9\u304c\u7f6e\u304b\u308c\u3066\u3044\u307e\u3059\u3002\u30c1\u30fc\u30e0\u304c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6a5f\u80fd\u306b\u6163\u308c\u308b\u305f\u3081\u306b\u521d\u671f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304c\u5fc5\u8981\u3067\u3059\u304c\u3001\u76ee\u6a19\u306f\u3001IT\u90e8\u9580\u306b\u4f9d\u5b58\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u30c1\u30fc\u30e0\u81ea\u8eab\u304c\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3084\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u512a\u308c\u305f\u30d9\u30f3\u30c0\u30fc\u306f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30c1\u30e5\u30fc\u30c8\u30ea\u30a2\u30eb\u304b\u3089\u5bfe\u9762\u5f0f\u30ef\u30fc\u30af\u30b7\u30e7\u30c3\u30d7\u307e\u3067\u3001\u3055\u307e\u3056\u307e\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30ea\u30bd\u30fc\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-8-how-does-the-platform-help-with-cross-selling-and-up-selling\"><strong>8. \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30af\u30ed\u30b9\u30bb\u30eb\u3068\u30a2\u30c3\u30d7\u30bb\u30eb\u306b\u3069\u306e\u3088\u3046\u306b\u8ca2\u732e\u3057\u307e\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e360\u5ea6\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30af\u30ed\u30b9\u30bb\u30eb\u304a\u3088\u3073\u30a2\u30c3\u30d7\u30bb\u30eb\u306e\u6a5f\u4f1a\u3092\u7279\u5b9a\u3059\u308b\u305f\u3081\u306e\u975e\u5e38\u306b\u5f37\u529b\u306a\u30c4\u30fc\u30eb\u3068\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u65e2\u5b58\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u660e\u793a\u3055\u308c\u305f\u8ca1\u52d9\u76ee\u6a19\u3001\u30e9\u30a4\u30d5\u30b9\u30c6\u30fc\u30b8\u3092\u5206\u6790\u3057\u3001\u95a2\u9023\u3059\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u4ed6\u306e\u88fd\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u7a4d\u6975\u7684\u306b\u63d0\u6848\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u3088\u308a\u6709\u610f\u7fa9\u3067\u4ed8\u52a0\u4fa1\u5024\u306e\u9ad8\u3044\u4f1a\u8a71\u3092\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-9-can-we-use-the-platform-to-manage-our-investor-portal\"><strong>9. \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u7ba1\u7406\u306b\u4f7f\u7528\u3067\u304d\u307e\u3059\u304b <\/strong><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\"><strong>\u6295\u8cc7\u5bb6\u30dd\u30fc\u30bf\u30eb<\/strong><\/a><strong>?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3001\u7d71\u5408\u3055\u308c\u305f <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> \u306f\u3001\u6700\u65b0\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3 \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30b3\u30a2 \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3067\u3059\u3002\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u8868\u793a\u3057\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u3068\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3001\u5b89\u5168\u306a\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9 \u30c1\u30e3\u30cd\u30eb\u3092\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30dd\u30fc\u30bf\u30eb\u306f\u540c\u3058\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4e00\u90e8\u3067\u3042\u308b\u305f\u3081\u3001\u3059\u3079\u3066\u306e\u3084\u308a\u53d6\u308a\u306f CRM \u306b\u81ea\u52d5\u7684\u306b\u8a18\u9332\u3055\u308c\u3001\u540c\u3058\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9 \u30eb\u30fc\u30eb\u3068\u76e3\u67fb\u8a3c\u8de1\u306e\u5bfe\u8c61\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-10-what-is-the-role-of-artificial-intelligence-ai-in-these-platforms\"><strong>10. \u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3051\u308b\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u306e\u5f79\u5272\u306f\u4f55\u3067\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306f\u3001\u4e88\u6e2c\u5206\u6790\u304b\u3089\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u307e\u3067\u3001\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u304a\u3044\u3066\u307e\u3059\u307e\u3059\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002 <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\">AI\u30b3\u30d1\u30a4\u30ed\u30c3\u30c8<\/a> \u9867\u5ba2\u96e2\u308c\u306e\u30ea\u30b9\u30af\u304c\u6700\u3082\u9ad8\u3044\u9867\u5ba2\u3092\u7279\u5b9a\u3057\u305f\u308a\u3001\u9867\u5ba2\u95a2\u4fc2\u306b\u304a\u3044\u3066\u6b21\u306b\u53d6\u308b\u3079\u304d\u6700\u5584\u306e\u884c\u52d5\u3092\u63d0\u6848\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002AI\u306f\u3001\u6587\u66f8\u306e\u5206\u985e\u3092\u81ea\u52d5\u5316\u3057\u3001\u6f5c\u5728\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u3092\u691c\u51fa\u3059\u308b\u305f\u3081\u306b\u3082\u4f7f\u7528\u3067\u304d\u307e\u3059\u3002\u53ef\u80fd\u6027\u306f\u81a8\u5927\u3067\u3042\u308a\u3001AI\u306f\u3053\u306e\u5206\u91ce\u306b\u304a\u3051\u308b\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306e\u4e3b\u8981\u306a\u63a8\u9032\u529b\u3067\u3042\u308a\u7d9a\u3051\u308b\u3067\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-11-how-do-we-get-started-with-implementing-a-unified-platform\"><strong>11. \u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5b9f\u88c5\u3092\u3069\u306e\u3088\u3046\u306b\u958b\u59cb\u3057\u307e\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305a\u3001\u8cb4\u793e\u306e\u73fe\u5728\u306e\u30d7\u30ed\u30bb\u30b9\u3068\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30b9\u30bf\u30c3\u30af\u3092\u5fb9\u5e95\u7684\u306b\u8a55\u4fa1\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u307e\u3059\u3002\u4e3b\u8981\u306a\u8ab2\u984c\u70b9\u3068\u3001\u898f\u5236\u4e0a\u306e\u30ea\u30b9\u30af\u304c\u6700\u3082\u5927\u304d\u3044\u9818\u57df\u3092\u7279\u5b9a\u3057\u307e\u3059\u3002\u6b21\u306b\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u306b\u3064\u3044\u3066\u6df1\u3044\u7406\u89e3\u3092\u6301\u3064\u3001\u4fe1\u983c\u3067\u304d\u308b\u30d9\u30f3\u30c0\u30fc\u3068\u63d0\u643a\u3057\u307e\u3059\u3002\u512a\u308c\u305f\u30d9\u30f3\u30c0\u30fc\u306f\u3001\u8fc5\u901f\u306b\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u3078\u306e\u5f71\u97ff\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u6bb5\u968e\u7684\u306a\u5c0e\u5165\u8a08\u753b\u3092\u7b56\u5b9a\u3059\u308b\u305f\u3081\u306b\u3001\u8cb4\u793e\u3068\u5354\u529b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-staying-ahead-of-the-curve-future-proofing-your-marketing-and-compliance-strategy\">\u6642\u4ee3\u306e\u5148\u3092\u884c\u304f\uff1a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6226\u7565\u3092\u5c06\u6765\u306b\u308f\u305f\u3063\u3066\u901a\u7528\u3059\u308b\u3082\u306e\u306b\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306e\u898f\u5236\u74b0\u5883\u304c\u9032\u5316\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u4f01\u696d\u304c\u5c06\u6765\u306e\u8ab2\u984c\u306b\u5bfe\u3057\u3066\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6226\u7565\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u306b\u306f\u3001AI\u306b\u3088\u308b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3001\u4e88\u6e2c\u5206\u6790\u3001\u6d17\u7df4\u3055\u308c\u305f\u81ea\u52d5\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306a\u3069\u306e\u4fe1\u983c\u3067\u304d\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u63a1\u7528\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u304c\u52b9\u679c\u7684\u304b\u3064\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u7d9a\u3051\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u540c\u6642\u306b\u3001\u898f\u5236\u8981\u4ef6\u306f\u307e\u3059\u307e\u3059\u53b3\u683c\u306b\u306a\u3063\u3066\u304a\u308a\u3001\u3042\u3089\u3086\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u57fa\u672c\u7684\u306a\u8981\u4ef6\u3068\u3057\u3066\u3001\u5805\u7262\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u304c\u6c42\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76e3\u67fb\u8a3c\u8de1\u3001\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u81ea\u52d5\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ec\u30dd\u30fc\u30c8\u306a\u3069\u306e\u5305\u62ec\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3092\u5099\u3048\u305f\u81ea\u52d5\u5316\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3067\u3001\u7d44\u7e54\u306f\u3001HIPAA\u3084GDPR\u3092\u542b\u3080\u3059\u3079\u3066\u306e\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u3092\u6e80\u305f\u3059\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u3092\u78ba\u4fdd\u3067\u304d\u307e\u3059\u3002\u30eb\u30fc\u30c1\u30f3\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u3001\u624b\u52d5\u3067\u306e\u76e3\u7763\u3067\u306f\u306a\u304f\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3068\u6226\u7565\u7684\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u3092\u512a\u5148\u3067\u304d\u307e\u3059\u3002\u6700\u7d42\u7684\u306b\u3001\u5b89\u5168\u3067\u898f\u5236\u306b\u5bfe\u5fdc\u3057\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u81ea\u52d5\u5316\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u6295\u8cc7\u3059\u308b\u3053\u3068\u3067\u3001\u7d44\u7e54\u306f\u53ce\u76ca\u6210\u9577\u3092\u4fc3\u9032\u3057\u3001\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u6700\u9069\u5316\u3057\u3001\u307e\u3059\u307e\u3059\u898f\u5236\u306e\u53b3\u3057\u304f\u306a\u308b\u30d3\u30b8\u30cd\u30b9\u74b0\u5883\u306b\u304a\u3044\u3066\u5f37\u529b\u306a\u7af6\u4e89\u4e0a\u306e\u5730\u4f4d\u3092\u7dad\u6301\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-future-is-integrated\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u672a\u6765\u306f\u7d71\u5408\u3055\u308c\u308b<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30b5\u30a4\u30ed\u5316\u3055\u308c\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u6642\u4ee3\u306f\u7d42\u308f\u308a\u307e\u3057\u305f\u3002\u9ad8\u5ea6\u306b\u898f\u5236\u3055\u308c\u3001\u7af6\u4e89\u304c\u6fc0\u3057\u304f\u3001\u30da\u30fc\u30b9\u306e\u901f\u3044\u73fe\u4ee3\u306e\u91d1\u878d\u306e\u4e16\u754c\u3067\u306f\u3001\u6301\u7d9a\u53ef\u80fd\u306a\u6210\u9577\u3092\u9054\u6210\u3057\u3001\u540c\u6642\u306b\u30ea\u30b9\u30af\u3092\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u3053\u305d\u304c\u552f\u4e00\u306e\u65b9\u6cd5\u3067\u3059\u3002\u6b21\u4e16\u4ee3\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3092\u652f\u3048\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3053\u306e\u73fe\u5b9f\u3092\u8a8d\u8b58\u3057\u3001\u7d71\u5408\u3001\u81ea\u52d5\u5316\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u57fa\u76e4\u3068\u3057\u3066\u69cb\u7bc9\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">disconnected systems \u306e\u30d1\u30c3\u30c1\u30ef\u30fc\u30af\u306b\u307e\u3060\u983c\u3063\u3066\u3044\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u884c\u52d5\u3059\u308b\u6642\u671f\u306f\u4eca\u3067\u3059\u3002\u884c\u52d5\u3057\u306a\u3044\u30ea\u30b9\u30af\u306f\u3042\u307e\u308a\u306b\u3082\u5927\u304d\u3059\u304e\u307e\u3059\u3002\u306e\u3088\u3046\u306a\u6700\u65b0\u306e\u30aa\u30fc\u30eb\u30a4\u30f3\u30ef\u30f3 \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u3001 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">, \u3001\u91d1\u878d\u6a5f\u95a2\u306f\u898f\u5236\u5f53\u5c40\u304b\u3089\u306e\u5236\u88c1\u304b\u3089\u8eab\u3092\u5b88\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u65b0\u305f\u306a\u30ec\u30d9\u30eb\u306e\u52b9\u7387\u6027\u3092\u89e3\u304d\u653e\u3061\u3001\u512a\u308c\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u3001\u5c06\u6765\u306e\u6210\u9577\u306e\u305f\u3081\u306e\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u57fa\u76e4\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u9053\u306e\u308a\u306b\u306f\u6642\u9593\u3068\u30ea\u30bd\u30fc\u30b9\u306e\u5927\u304d\u306a\u6295\u8cc7\u304c\u5fc5\u8981\u3068\u306a\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u771f\u306b\u7d71\u5408\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30de\u30b7\u30f3\u3068\u3044\u3046\u76ee\u7684\u5730\u306f\u3001\u305d\u306e\u52aa\u529b\u306b\u898b\u5408\u3046\u4fa1\u5024\u304c\u3042\u308a\u307e\u3059\u3002\u3069\u306e\u3088\u3046\u306b <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u3053\u306e\u8907\u96d1\u306a\u72b6\u6cc1\u3092\u8cb4\u793e\u304c\u4e57\u308a\u8d8a\u3048\u3089\u308c\u308b\u3088\u3046\u3001\u305c\u3072 <\/span><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u898b\u308b<\/u><\/span><\/strong><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u696d\u754c\u306e\u5c02\u9580\u5bb6\u306b\u3088\u308b\u500b\u5225\u30c7\u30e2\u30f3\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3059\u308b\u305f\u3081\u3002.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>In this article, you&#8217;ll learn: Introduction to Marketing Automation Marketing automation has become an essential pillar of modern marketing strategies, particularly for organisations seeking to streamline their marketing efforts and achieve greater operational efficiency. A marketing automation platform empowers marketing teams to automate repetitive tasks such as email marketing, social media scheduling, and lead scoring, freeing up valuable time for more strategic and creative initiatives. By leveraging trusted marketing automation tools, organisations can orchestrate sophisticated marketing workflows that enhance customer engagement and drive measurable revenue growth whilst maintaining full control over their data and processes. The most robust marketing automation platforms offer advanced capabilities, including visual workflow builders, automated workflows, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49389,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[29,968,39],"class_list":["post-49381","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-automation","tag-compliance","tag-marketing"],"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>Platforms for Marketing Automation and Compliance Explained<\/title>\n<meta name=\"description\" content=\"Explore essential platforms for marketing automation and compliance that financial institutions cannot overlook for success.\" \/>\n<meta name=\"robots\" content=\"index, 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