{"id":49401,"date":"2026-03-27T15:13:30","date_gmt":"2026-03-27T14:13:30","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49401"},"modified":"2026-04-15T11:49:04","modified_gmt":"2026-04-15T09:49:04","slug":"%e8%a6%8f%e5%88%b6%e5%af%be%e8%b1%a1%e3%81%a8%e3%81%aa%e3%82%8b%e9%87%91%e8%9e%8d%e6%a9%9f%e9%96%a2%e3%81%a7%e3%80%81kyc%ef%bc%88%e9%a1%a7%e5%ae%a2%e7%a2%ba%e8%aa%8d%ef%bc%89%e3%81%8a%e3%82%88","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/what-client-onboarding-platforms-work-well-for-regulated-financial-institutions-and-support-kyc-and-aml-out-of-the-box\/","title":{"rendered":"\u898f\u5236\u5f53\u5c40\u306e\u3042\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u9069\u3057\u3066\u3044\u3066\u3001KYC\u304a\u3088\u3073AML\u3092\u6a19\u6e96\u3067\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308a\u307e\u3059\u304b\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u6700\u65b0\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u91cd\u8981\u306a\u6a5f\u80fd\u3001\u898f\u5236\u5bfe\u8c61\u3068\u306a\u308b\u91d1\u878d\u6a5f\u95a2\u304c\u53b3\u683c\u306aKYC\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u304a\u3088\u3073AML\uff08\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\uff09\u8981\u4ef6\u3092\u6e80\u305f\u3059\u306e\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u304b\u3001\u305d\u3057\u3066InvestGlass\u306e\u3088\u3046\u306a\u7d71\u5408\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u52b9\u7387\u6027\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u304a\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u30ea\u30fc\u30c9\u3057\u3066\u3044\u308b\u304b\u306b\u3064\u3044\u3066\u5b66\u3073\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5f53\u5c40\u306e\u7ba1\u7406\u4e0b\u306b\u3042\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u306f\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001KYC\u30c1\u30a7\u30c3\u30af\u304c\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u30b9\u30e0\u30fc\u30ba\u306b\u7d71\u5408\u3055\u308c\u3001\u6469\u64e6\u304c\u6700\u5c0f\u9650\u306b\u6291\u3048\u3089\u308c\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30eb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306e\u4f7f\u7528\u306f\u3001\u30bb\u30ad\u30e5\u30a2\u306a\u30ea\u30e2\u30fc\u30c8\u691c\u8a3c\u3092\u53ef\u80fd\u306b\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u306b\u308f\u305f\u308b\u898f\u5236\u9075\u5b88\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u5b89\u5168\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u5275\u9020\u3059\u308b\u305f\u3081\u306e\u8ab2\u984c\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3092\u63a2\u6c42\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 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\">\u898f\u5236\u5bfe\u8c61\u3068\u306a\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u6700\u826f\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u4ee5\u4e0b\u306e\u305f\u3081\u306e\u5b8c\u5168\u306b\u7d71\u5408\u3055\u308c\u305f\u30c4\u30fc\u30eb\u30b9\u30a4\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u3082\u306e\u3067\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e8%ba%ab%e5%85%83%e7%a2%ba%e8%aa%8d%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%e3%80%81%e3%81%a9%e3%81%ae%e3%82%88%e3%81%86%e3%81%ab%e6%a9%9f%e8%83%bd%e3%81%99%e3%82%8b%e3%81%ae%e3%81%8b\/\" target=\"_self\">\u672c\u4eba\u78ba\u8a8d<\/a>, \u30ea\u30b9\u30af\u8a55\u4fa1\u3001\u898f\u5236\u9075\u5b88\u306a\u3069\u3092\u3001\u5358\u4e00\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5185\u3067\u5b9f\u73fe\u3057\u307e\u3059\u3002\u6b63\u3057\u3044KYC\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304a\u3088\u3073KYC\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u9078\u629e\u306f\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u3053\u308c\u3089\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u53b3\u683c\u306a\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3001\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u5f37\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u4e0d\u6b63\u9632\u6b62\u3001\u751f\u4f53\u8a8d\u8a3c\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u30c7\u30fc\u30bf\u9023\u643a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7ba1\u7406\u3068\u3044\u3063\u305f\u9ad8\u5ea6\u306a\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u304b\u3089\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u3042\u308a\u307e\u3059\u3002 <strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong> Know Your Customer\uff08KYC\uff09\u304a\u3088\u3073\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\uff08AML\uff09\u30d7\u30ed\u30bb\u30b9\u3092\u5f37\u529b\u306a\u6a19\u6e96\u6a5f\u80fd\u3067\u30b5\u30dd\u30fc\u30c8\u3059\u308bExcel\u3002\u3053\u308c\u3089\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u5f53\u521d\u304b\u3089KYC\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3057\u3001MiFID II\u3001FINMA\u3001GDPR\u306a\u3069\u306e\u8907\u96d1\u306a\u6cd5\u7684\u67a0\u7d44\u307f\u3092\u9075\u5b88\u3057\u306a\u304c\u3089\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u52b9\u7387\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-mounting-pressure-on-financial-institutions-why-traditional-onboarding-is-no-longer-viable\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u91d1\u878d\u6a5f\u95a2\u3078\u306e\u5897\u5927\u3059\u308b\u5727\u529b\uff1a\u306a\u305c\u5f93\u6765\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3082\u306f\u3084\u6709\u52b9\u3067\u306f\u306a\u3044\u306e\u304b<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u53e4\u3044\u3084\u308a\u65b9\u306f\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u305b\u3093\u3002.<\/strong> 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class=\"wp-block-heading\" id=\"h-the-high-cost-of-inefficiency-and-human-error\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u975e\u52b9\u7387\u6027\u3068\u4eba\u7684\u30df\u30b9\u306e\u9ad8\u3044\u4ee3\u511f<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u4f5c\u696d\u3067\u306e\u30c7\u30fc\u30bf\u5165\u529b\u3001\u7d42\u308f\u308a\u306e\u306a\u3044\u66f8\u985e\u4f5c\u6210\u3001\u90e8\u7f72\u9593\u306e\u30b5\u30a4\u30ed\u5316\u3055\u308c\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30a8\u30e9\u30fc\u3068\u9045\u5ef6\u306e\u5b8c\u74a7\u306a\u5d50\u3092\u751f\u307f\u51fa\u3057\u307e\u3059\u3002\u624b\u4f5c\u696d\u3067\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3084\u9867\u5ba2\u60c5\u5831\u306b\u9593\u9055\u3044\u304c\u751f\u3058\u308b\u30ea\u30b9\u30af\u3092\u9ad8\u3081\u3001\u66f8\u985e\u30c1\u30a7\u30c3\u30af\u306e\u4fe1\u983c\u6027\u3092\u4f4e\u4e0b\u3055\u305b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u554f\u984c\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u30021\u679a\u306e\u66f8\u985e\u306e\u7d1b\u5931\u30841\u3064\u306e\u30c7\u30fc\u30bf\u9805\u76ee\u306e\u8aa4\u308a\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u505c\u6b62\u3055\u305b\u3001\u9867\u5ba2\u3068\u793e\u5185\u30c1\u30fc\u30e0\u306e\u4e21\u65b9\u3092\u4e0d\u6e80\u306b\u3055\u305b\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u975e\u52b9\u7387\u6027\u306f\u3001\u904b\u7528\u30b3\u30b9\u30c8\u306e\u5897\u52a0\u3068\u53ce\u76ca\u5316\u307e\u3067\u306e\u6642\u9593\u306e\u9577\u671f\u5316\u306b\u76f4\u63a5\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u624b\u4f5c\u696d\u3067\u306e\u30c1\u30a7\u30c3\u30af\u306b\u4f9d\u5b58\u3059\u308b\u3068\u3001\u4e00\u8cab\u3057\u305f\u57fa\u6e96\u3092\u65bd\u884c\u3059\u308b\u3053\u3068\u304c\u56f0\u96e3\u306b\u306a\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306e\u53ef\u80fd\u6027\u304c\u9ad8\u307e\u308a\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001 <a href=\"https:\/\/www.investglass.com\/ja\/%e5%8a%b9%e6%9e%9c%e7%9a%84%e3%81%aa%e3%83%aa%e3%83%ac%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%82%b7%e3%83%83%e3%83%97%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ae%e3%81%9f\/\" target=\"_self\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/a> \u91cd\u8981\u306a\u60c5\u5831\u3092\u691c\u8a3c\u3057\u5fd8\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u305d\u308c\u306f\u81ea\u52d5\u30b7\u30b9\u30c6\u30e0\u306a\u3089\u5373\u5ea7\u306b\u8b66\u544a\u3059\u308b\u3067\u3042\u308d\u3046\u9593\u9055\u3044\u3067\u3059\u3002\u305d\u3053\u3067\u3001\u5f37\u529b\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e5%90%91%e3%81%91crc\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a> \u30c7\u30fc\u30bf\u53ce\u96c6\u3068\u691c\u8a3c\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u4eba\u7684\u30df\u30b9\u306e\u30ea\u30b9\u30af\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u5927\u304d\u306a\u9055\u3044\u3092\u751f\u307f\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-the-widening-client-experience-gap\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5e83\u304c\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306e\u30ae\u30e3\u30c3\u30d7<\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u65e5\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u5927\u624b\u304c\u63d0\u4f9b\u3059\u308b\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30c7\u30b8\u30bf\u30eb\u4f53\u9a13\u306b\u6163\u308c\u3066\u304a\u308a <a href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e3%81%ae%e6%9c%aa%e6%9d%a5-2025-%e3%83%81%e3%83%a3%e3%83%ac%e3%83%b3%e3%82%b8%e3%83%a3%e3%83%bc%e3%83%90%e3%83%b3%e3%82%af%e3%81%ae%e6%b4%9e%e5%af%9f%e3%81%af%e8%a6%8b%e9%80%83\/\" target=\"_self\">\u30c1\u30e3\u30ec\u30f3\u30b8\u30e3\u30fc\u9280\u884c<\/a>, \u3001\u7169\u96d1\u3067\u7d19\u4e2d\u5fc3\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u307b\u3068\u3093\u3069\u8010\u6027\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u591a\u6570\u306e\u66f8\u985e\u306e\u5370\u5237\u3001\u7f72\u540d\u3001\u30b9\u30ad\u30e3\u30f3\u3001\u30e1\u30fc\u30eb\u9001\u4fe1\u3092\u4f9d\u983c\u3055\u308c\u305f\u5834\u5408\u3001\u591a\u304f\u306e\u6f5c\u5728\u7684\u306a\u5bcc\u88d5\u5c64\u9867\u5ba2\u306f\u5358\u306b\u53bb\u3063\u3066\u3057\u307e\u3046\u3067\u3057\u3087\u3046\u3002 <strong>\u9867\u5ba2\u96e2\u308c<\/strong> \u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u671f\u9593\u306f\u3001\u5358\u306a\u308b\u6a5f\u4f1a\u640d\u5931\u3067\u306f\u306a\u304f\u3001\u4f01\u696d\u306e\u6210\u9577\u53ef\u80fd\u6027\u3084\u30d6\u30e9\u30f3\u30c9\u8a55\u4fa1\u306b\u76f4\u63a5\u7684\u306a\u6253\u6483\u3092\u4e0e\u3048\u307e\u3059\u3002\u7b2c\u4e00\u5370\u8c61\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3042\u308a\u3001\u30d5\u30e9\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u307e\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u305d\u306e\u6a5f\u95a2\u304c\u6642\u4ee3\u9045\u308c\u3067\u4ed5\u4e8b\u3092\u3057\u306b\u304f\u3044\u3053\u3068\u3092\u793a\u5506\u3057\u3066\u304a\u308a\u3001\u7af6\u4e89\u306e\u6fc0\u3057\u3044\u74b0\u5883\u306b\u304a\u3044\u3066\u306f\u3001\u3053\u306e\u8a8d\u8b58\u3092\u8986\u3059\u306e\u306f\u56f0\u96e3\u3067\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%aa%e6%9d%a5%e3%81%ae%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%ef%bc%9f\/\" target=\"_self\">\u672a\u6765\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f93\u6765\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u65b9\u6cd5\u3067\u306f\u3001\u7279\u306bKYC\u304a\u3088\u3073AML\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u305f\u3081\u306e\u30c7\u30b8\u30bf\u30ebID\u691c\u8a3c\u306e\u7d71\u5408\u306b\u95a2\u3057\u3066\u3001\u30c7\u30b8\u30bf\u30eb\u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u7af6\u5408\u4ed6\u793e\u304c\u63d0\u4f9b\u3059\u308b\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u9867\u5ba2\u4f53\u9a13\u304c\u6b20\u3051\u3066\u3044\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002\u9867\u5ba2\u306f\u73fe\u5728\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304c\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u3001\u304b\u3064\u697d\u3067\u3042\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u304a\u308a\u3001\u624b\u4f5c\u696d\u306e\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u3053\u308c\u3089\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-scrutiny-and-the-threat-of-financial-crime\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u898f\u5236\u5f53\u5c40\u306b\u3088\u308b\u76e3\u8996\u3068\u91d1\u878d\u72af\u7f6a\u306e\u8105\u5a01<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306eFINMA\u3084\u82f1\u56fd\u306e\u91d1\u878d\u884c\u52d5\u76e3\u7763\u6a5f\u69cb\uff08FCA\uff09\u3092\u306f\u3058\u3081\u3068\u3059\u308b\u4e16\u754c\u4e2d\u306e\u898f\u5236\u5f53\u5c40\u304c\u3001\u91d1\u878d\u6a5f\u95a2\u306b\u5bfe\u3059\u308b\u76e3\u7763\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002AML\uff08\u30a2\u30f3\u30c1\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\uff09\u304a\u3088\u3073KYC\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u898f\u5236\u306e\u4e0d\u9075\u5b88\u306b\u5bfe\u3059\u308b\u7f70\u91d1\u306f\u3001\u3057\u3070\u3057\u3070\u6570\u767e\u4e07\u30dd\u30f3\u30c9\u306b\u9054\u3059\u308b\u307b\u3069\u9a5a\u7570\u7684\u3067\u3059\u3002\u8ca1\u52d9\u7684\u306a\u5f71\u97ff\u306b\u52a0\u3048\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306f\u4f01\u696d\u306e\u8a55\u5224\u306b\u6c38\u7d9a\u7684\u306a\u640d\u5bb3\u3092\u4e0e\u3048\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3084\u682a\u4e3b\u306e\u4fe1\u983c\u3092\u640d\u306a\u3046\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u72af\u7f6a\u8005\u306f\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u3084\u30c6\u30ed\u8cc7\u91d1\u4f9b\u4e0e\u306e\u305f\u3081\u306b\u3001\u307e\u3059\u307e\u3059\u9ad8\u5ea6\u306a\u4e0d\u6b63\u884c\u70ba\u306e\u624b\u6cd5\u3092\u8003\u6848\u3057\u3066\u304a\u308a\u3001\u9ad8\u5ea6\u306a\u4e0d\u6b63\u9632\u6b62\u304c\u4e0d\u53ef\u6b20\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u6700\u65b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9ad8\u5ea6\u306a\u4e0d\u6b63\u884c\u70ba\u3092\u691c\u51fa\u3057\u3001\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u3092\u5c65\u884c\u3057\u3001\u306a\u308a\u3059\u307e\u3057\u8a50\u6b3a\u3092\u9632\u3050\u305f\u3081\u306e\u5805\u7262\u306a\u4e0d\u6b63\u9632\u6b62\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u5b9a\u671f\u7684\u304b\u3064\u624b\u52d5\u306e\u30ec\u30d3\u30e5\u30fc\u306b\u4f9d\u5b58\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u3067\u306f\u3001\u3053\u308c\u3089\u306e\u9032\u5316\u3059\u308b\u8105\u5a01\u306b\u5bfe\u6297\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u3060\u304b\u3089\u3053\u305d\u3001\u63d0\u4f9b\u3055\u308c\u3066\u3044\u308b\u3088\u3046\u306a\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u304c\u7d44\u307f\u8fbc\u307e\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u5fc5\u8981\u306a\u306e\u3067\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%aa%e3%82%b9%e3%82%af%e7%ae%a1%e7%90%86-%e3%82%b9%e3%82%a4%e3%82%b9%e3%81%ae%e4%b8%bb%e6%a8%a9\/\" target=\"_self\">\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u305f\u3081\u306eInvestGlass<\/a>, \u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4f53\u5236\u3092\u5f37\u5316\u3059\u308b\u4e0a\u3067\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-the-ever-evolving-regulatory-landscape\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u9032\u5316\u3057\u7d9a\u3051\u308b\u898f\u5236\u74b0\u5883<\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u4e00\u5ea6\u304d\u308a\u306e\u30c1\u30a7\u30c3\u30af\u9805\u76ee\u3067\u306f\u306a\u304f\u3001\u7d99\u7d9a\u7684\u304b\u3064\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306a\u8ab2\u984c\u3067\u3059\u3002\u306e\u3088\u3046\u306a\u898f\u5236 <strong>EU\u306e\u7b2c6\u6b21\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u6307\u4ee4\uff086AMLD\uff09<\/strong> \u91d1\u878d\u72af\u7f6a\u306e\u5b9a\u7fa9\u3092\u62e1\u5927\u3057\u3001\u7f70\u5247\u3092\u5f37\u5316\u3057\u3001\u4f01\u696d\u306e\u6cd5\u7684\u8cac\u4efb\u306b\u95a2\u3059\u308b\u65b0\u305f\u306a\u8981\u4ef6\u3092\u5c0e\u5165\u3057\u307e\u3057\u305f\u3002\u540c\u6642\u306b\u3001\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u306f <strong>\u4e00\u822c\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5247<\/strong> \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u3001\u51e6\u7406\u3001\u4fdd\u7ba1\u65b9\u6cd5\u306b\u3064\u3044\u3066\u53b3\u683c\u306a\u898f\u5247\u3092\u8ab2\u3059\u3002\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u7ba1\u8f44\u533a\u57df\u3054\u3068\u306b\u7570\u306a\u308b\u8907\u96d1\u306b\u7d61\u307f\u5408\u3063\u305f\u898f\u5247\u306e\u7db2\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u7d71\u4e00\u7684\u3067\u9069\u5fdc\u6027\u306e\u3042\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306e\u91cd\u8981\u6027\u304c\u304b\u3064\u3066\u306a\u304f\u9ad8\u307e\u3063\u3066\u3044\u308b\u3002\u8907\u6570\u306e\u7ba1\u8f44\u533a\u57df\u306b\u308f\u305f\u308b\u9032\u5316\u3059\u308b\u898f\u5236\u306e\u30da\u30fc\u30b9\u3092\u7dad\u6301\u3059\u308b\u306b\u306f\u3001\u983b\u7e41\u306a\u5909\u66f4\u306b\u9069\u5fdc\u3057\u3001\u591a\u69d8\u306a\u56fd\u969b\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u3067\u3001\u898f\u5236\u9075\u5b88\u3092\u78ba\u4fdd\u3067\u304d\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u5fc5\u8981\u3068\u306a\u308b\u3002\u3053\u308c\u3089\u306e\u5909\u5316\u306b\u8ffd\u3044\u3064\u3051\u306a\u3044\u3068\u3001\u7f70\u91d1\u3060\u3051\u3067\u306a\u304f\u3001\u4e8b\u696d\u5236\u9650\u3084\u55b6\u696d\u514d\u8a31\u306e\u5931\u52b9\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u8981\u4ef6\u3092\u624b\u52d5\u3067\u7ba1\u7406\u3059\u308b\u8907\u96d1\u3055\u306f\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u898f\u5236\u66f4\u65b0\u3068\u30ec\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3059\u308b\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u5927\u304d\u306a\u63a8\u9032\u529b\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-core-pillars-of-a-modern-client-onboarding-platform\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30e2\u30c0\u30f3\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30b3\u30a2\u30d4\u30e9\u30fc<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u4ee3\u306e\u91d1\u878d\u74b0\u5883\u304c\u62b1\u3048\u308b\u8ab2\u984c\u306b\u52b9\u679c\u7684\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u52b9\u7387\u6027\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u305d\u3057\u3066\u512a\u308c\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u78ba\u4fdd\u3059\u308b\u4e3b\u8981\u306a\u67f1\u306b\u57fa\u3065\u3044\u305f\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u6700\u65b0\u306eKYC\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u521d\u671f\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u7d99\u7d9a\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u306b\u81f3\u308b\u307e\u3067\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3001\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u5168\u6bb5\u968e\u3067\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u898f\u5236\u9075\u5b88\u3092\u7dad\u6301\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u5358\u306a\u308b\u6a5f\u80fd\u3067\u306f\u306a\u304f\u3001\u771f\u306b\u52b9\u679c\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u57fa\u672c\u7684\u306a\u30a8\u30f3\u30c8\u30ea\u30fc\u30ec\u30d9\u30eb\u306e\u30c4\u30fc\u30eb\u3092\u533a\u5225\u3059\u308b\u57fa\u672c\u7684\u306a\u80fd\u529b\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-digital-first-omnichannel-experience\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30c7\u30b8\u30bf\u30eb\u30d5\u30a1\u30fc\u30b9\u30c8\u3001\u30aa\u30e0\u30cb\u30c1\u30e3\u30cd\u30eb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u72b6\u6cc1\u306b\u5408\u308f\u305b\u3066\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u958b\u59cb\u3059\u3079\u304d\u3067\u3059\u3002.<\/strong> \u73fe\u4ee3\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30e9\u30c3\u30d7\u30c8\u30c3\u30d7\u3001\u30bf\u30d6\u30ec\u30c3\u30c8\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306e\u3044\u305a\u308c\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u5834\u5408\u3067\u3082\u3001\u3059\u3079\u3066\u306e\u30c1\u30e3\u30cd\u30eb\u3067\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u4e00\u8cab\u3057\u305f\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u9069\u5207\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u306f\u3001\u30c7\u30fc\u30bf\u53ce\u96c6\u306e\u81ea\u52d5\u5316\u3001KYC\u30c1\u30a7\u30c3\u30af\u306e\u81ea\u7136\u306a\u7d71\u5408\u3001\u304a\u3088\u3073\u904b\u7528\u9045\u5ef6\u306e\u524a\u6e1b\u306b\u3088\u3063\u3066\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5408\u7406\u5316\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u6a5f\u95a2\u306e\u4e21\u65b9\u306b\u3068\u3063\u3066\u5168\u4f53\u7684\u306a\u30c7\u30b8\u30bf\u30eb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u76f4\u611f\u7684\u306a\u30c7\u30b8\u30bf\u30eb\u30d5\u30a9\u30fc\u30e0\u3001\u5b89\u5168\u306a\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u30dd\u30fc\u30bf\u30eb\u3001\u304a\u3088\u3073\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3067\u306e\u660e\u78ba\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u76ee\u6a19\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u7269\u7406\u7684\u306a\u652f\u5e97\u3092\u8a2a\u554f\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u3069\u306e\u30c7\u30d0\u30a4\u30b9\u304b\u3089\u3067\u3082\u81ea\u5206\u306e\u30da\u30fc\u30b9\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u5b8c\u4e86\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u4eca\u65e5\u306e\u30c7\u30b8\u30bf\u30eb\u306b\u7cbe\u901a\u3057\u305f\u6295\u8cc7\u5bb6\u306e\u671f\u5f85\u306b\u5fdc\u3048\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u91d1\u878d\u6a5f\u95a2\u306e\u7ba1\u7406\u4e0a\u306e\u8ca0\u62c5\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3057\u307e\u3059\u3002 <a 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\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u6295\u8cc7\u5bb6\u30dd\u30fc\u30bf\u30eb<\/a> \u3053\u308c\u306f\u3001\u4e16\u754c\u30af\u30e9\u30b9\u306e\u30aa\u30e0\u30cb\u30c1\u30e3\u30cd\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u304c\u3044\u304b\u306b\u63d0\u4f9b\u3055\u308c\u308b\u304b\u3092\u793a\u3059\u597d\u4f8b\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u81ea\u5b85\u306e\u30e9\u30c3\u30d7\u30c8\u30c3\u30d7\u3067\u7533\u3057\u8fbc\u307f\u3092\u958b\u59cb\u3057\u3001\u901a\u52e4\u4e2d\u306b\u643a\u5e2f\u96fb\u8a71\u304b\u3089\u66f8\u985e\u3092\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3057\u3001\u652f\u5e97\u306e\u30bf\u30d6\u30ec\u30c3\u30c8\u3067\u62c5\u5f53\u8005\u3068\u8a73\u7d30\u3092\u6700\u7d42\u5316\u3067\u304d\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u3059\u3079\u3066\u304c\u3001\u30c7\u30fc\u30bf\u306e\u640d\u5931\u3084\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u306e\u55aa\u5931\u306a\u3057\u306b\u884c\u308f\u308c\u307e\u3059\u3002\u3053\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u30d7\u30ed\u30bb\u30b9\u306f\u5358\u306a\u308b\u5229\u4fbf\u6027\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3053\u308c\u306f\u3001\u73fe\u4ee3\u7684\u3067\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u4e2d\u5fc3\u306e\u30b5\u30fc\u30d3\u30b9\u306b\u5bfe\u3059\u308b\u6a5f\u95a2\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u5f37\u529b\u306b\u793a\u3057\u3066\u304a\u308a\u3001\u8b70\u8ad6\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u30c6\u30fc\u30de\u3067\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%81%ae%e3%83%88%e3%83%83%e3%83%97%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9crm%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2\/\" target=\"_self\">2025\u5e74\u6700\u9ad8\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9CRM<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-automated-and-intelligent-data-collection\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">2. \u81ea\u52d5\u5316\u3055\u308c\u305f\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u30c7\u30fc\u30bf\u53ce\u96c6<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u624b\u5165\u529b\u306f\u904e\u53bb\u306e\u907a\u7269\u3067\u3059\u3002.<\/strong> \u9ad8\u5ea6\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u3084\u7533\u8acb\u3059\u308b\u88fd\u54c1\u30fb\u30b5\u30fc\u30d3\u30b9\u306e\u7279\u5b9a\u306e\u8981\u4ef6\u306b\u5408\u308f\u305b\u3066\u52d5\u7684\u306b\u9069\u5fdc\u3059\u308b\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u7528\u3057\u3066\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u306e\u53ce\u96c6\u3092\u81ea\u52d5\u5316\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u65e2\u5b58\u306e\u30bd\u30fc\u30b9\u304b\u3089\u306e\u60c5\u5831\u306e\u4e8b\u524d\u5165\u529b\u3001OCR\uff08\u5149\u5b66\u6587\u5b57\u8a8d\u8b58\uff09\u3092\u4f7f\u7528\u3057\u305f\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u304b\u3089\u306e\u30c7\u30fc\u30bf\u62bd\u51fa\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u30c7\u30fc\u30bf\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u7d71\u5408\u306b\u3088\u308b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u306e\u60c5\u5831\u691c\u8a3c\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u30c7\u30b8\u30bf\u30ebID\u30c1\u30a7\u30c3\u30af\u3001\u751f\u4f53\u8a8d\u8a3c\u3001\u4fe1\u983c\u3067\u304d\u308b\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u306a\u3069\u306e\u81ea\u52d5\u5316\u3055\u308c\u305f\u672c\u4eba\u78ba\u8a8d\u30d7\u30ed\u30bb\u30b9\u304c\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3001\u500b\u4eba\u3092\u5b89\u5168\u306b\u691c\u8a3c\u3057\u307e\u3059\u3002\u4e00\u65b9\u3001\u4f01\u696d\u78ba\u8a8d\u306b\u3088\u308a\u3001\u4f01\u696d\u60c5\u5831\u304c\u6b63\u78ba\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3001UBO\uff08\u6700\u7d42\u7684\u53d7\u76ca\u8005\uff09\u3092\u7279\u5b9a\u3057\u3001\u6cd5\u4eba\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u5bfe\u3057\u3066\u7d99\u7d9a\u7684\u306a\u5236\u88c1\u30ea\u30b9\u30c8\u30c1\u30a7\u30c3\u30af\u3092\u5b9f\u884c\u3057\u307e\u3059\u3002\u624b\u52d5\u5165\u529b\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30a8\u30e9\u30fc\u306e\u30ea\u30b9\u30af\u3092\u5927\u5e45\u306b\u8efd\u6e1b\u3057\u3001\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u52a0\u901f\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30ec\u30d9\u30eb\u306e\u81ea\u52d5\u5316\u306f\u3001[... ] \u306e\u4e2d\u6838\u3068\u306a\u308b\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3067\u3059\u3002 <a 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\">InvestGlass \u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/a>. \u4f8b\u3048\u3070\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u4f4f\u6240\u3092\u624b\u5165\u529b\u3057\u3066\u3082\u3089\u3046\u4ee3\u308f\u308a\u306b\u3001\u90f5\u4fbf\u756a\u53f7\u691c\u7d22\u30b5\u30fc\u30d3\u30b9\u3092\u5229\u7528\u3057\u3066\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u81ea\u52d5\u5165\u529b\u3059\u308b\u3053\u3068\u3067\u3001\u30ad\u30fc\u30b9\u30c8\u30ed\u30fc\u30af\u3092\u6e1b\u3089\u3057\u3001\u5165\u529b\u30df\u30b9\u3092\u306a\u304f\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u540c\u69d8\u306b\u3001\u4f01\u696d\u767b\u9332\u7c3f\u3068\u9023\u643a\u3059\u308b\u3053\u3068\u3067\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u4f01\u696d\u306e\u516c\u5f0f\u30c7\u30fc\u30bf\u3092\u53d6\u5f97\u3057\u3001\u6642\u9593\u3092\u7bc0\u7d04\u3057\u3001\u6b63\u78ba\u6027\u3092\u78ba\u4fdd\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u81ea\u52d5\u5316\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5358\u8abf\u306a\u4f5c\u696d\u304b\u3089\u3001\u8fc5\u901f\u304b\u3064\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306a\u3084\u308a\u53d6\u308a\u3078\u3068\u5909\u9769\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-integrated-kyc-and-aml-screening\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">3. \u7d71\u5408KYC\u304a\u3088\u3073AML\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u5f8c\u4ed8\u3051\u3067\u3042\u3063\u3066\u306f\u306a\u308a\u307e\u305b\u3093\u3002.<\/strong> \u6700\u3082\u52b9\u679c\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001 KYC \u304a\u3088\u3073 AML \u30c1\u30a7\u30c3\u30af\u3092\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u76f4\u63a5\u7d44\u307f\u8fbc\u307f\u3001\u30c7\u30b8\u30bf\u30eb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u691c\u8a3c\u304a\u3088\u3073\u30c7\u30b8\u30bf\u30eb\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u691c\u8a3c\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6d3b\u7528\u3057\u3066\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u304a\u3088\u3073\u5f37\u5316\u3057\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u60c5\u5831\u3092\u9001\u4fe1\u3059\u308b\u3068\u3059\u3050\u306b\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u76e3\u8996\u30ea\u30b9\u30c8\u3001\u5236\u88c1\u30ea\u30b9\u30c8\u3001\u304a\u3088\u3073\u653f\u6cbb\u7684\u306b\u5f71\u97ff\u529b\u306e\u3042\u308b\u4eba\u7269 (PEP) \u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306b\u5bfe\u3057\u3066\u81ea\u52d5\u7684\u306b\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3057\u307e\u3059\u3002AI \u3092\u6d3b\u7528\u3057\u305f\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u691c\u8a3c\u306f\u3001\u9ad8\u5ea6\u306a\u81ea\u52d5\u5316\u3092\u4f7f\u7528\u3057\u3066\u7cbe\u5ea6\u3068\u901f\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u3055\u3089\u306b\u52b9\u7387\u5316\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a8d\u8a3c\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u3001\u751f\u4f53\u8a8d\u8a3c\u3001\u30e9\u30a4\u30d6\u30cd\u30b9\u8a8d\u8a3c\u3001\u30e9\u30a4\u30d6\u30cd\u30b9\u691c\u51fa\u3092\u542b\u3081\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u3053\u308c\u306b\u3088\u308a\u3001\u4eba\u7269\u304c\u7269\u7406\u7684\u306b\u5b58\u5728\u3057\u3001\u672c\u7269\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3001\u30c7\u30a3\u30fc\u30d7\u30d5\u30a7\u30a4\u30af\u306e\u306a\u308a\u3059\u307e\u3057\u3084\u306a\u308a\u3059\u307e\u3057\u306a\u3069\u306e\u4e0d\u6b63\u884c\u70ba\u3092\u9632\u304e\u307e\u3059\u3002\u6587\u66f8\u8a8d\u8a3c\u3001\u6587\u66f8\u691c\u8a3c\u3001ID\u691c\u8a3c\u3082\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u653f\u5e9c\u767a\u884c\u306e\u8eab\u5143\u78ba\u8a8d\u66f8\u985e\u3092\u691c\u8a3c\u3057\u3001\u5305\u62ec\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u306e\u4e00\u90e8\u3068\u3057\u3066\u305d\u306e\u771f\u6b63\u6027\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b3%e3%83%bc%e3%83%9d%e3%83%ac%e3%83%bc%e3%83%88%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa\/\" target=\"_self\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u30d7\u30ed\u30bb\u30b9\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u9075\u5b88\u306e\u305f\u3081\u306b\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304a\u3088\u3073\u7d99\u7d9a\u7684\u306a\u76e3\u8996\u4e2d\u306b\u5b9f\u884c\u3055\u308c\u305f\u3059\u3079\u3066\u306e\u64cd\u4f5c\u3068\u6c7a\u5b9a\u306e\u900f\u660e\u306a\u8a18\u9332\u3092\u63d0\u4f9b\u3059\u308b\u3001\u5305\u62ec\u7684\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u306e\u6a19\u6e96\u88c5\u5099\u306e\u7d71\u5408\u3053\u305d\u304c\u3001\u898f\u5236\u7523\u696d\u5411\u3051\u306e\u5c02\u7528\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u771f\u306b\u969b\u7acb\u305f\u305b\u308b\u3082\u306e\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u72ec\u7acb\u3057\u305f\u624b\u52d5\u306e\u30b9\u30c6\u30c3\u30d7\u3067\u306f\u306a\u304f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305f\u672c\u8cea\u7684\u306a\u90e8\u5206\u3068\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306e\u91cd\u8981\u6027\u306b\u3064\u3044\u3066\u306f\u3001\u4ee5\u4e0b\u3092\u304a\u8aad\u307f\u304f\u3060\u3055\u3044\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b7%e3%83%bc%e3%83%a0%e3%83%ac%e3%82%b9%e3%81%aa%e7%b5%b1%e5%90%88%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3\/\" target=\"_self\">\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9<\/a>. \u3053\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u7d71\u5408\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u306b\u3088\u308a\u3001\u5236\u88c1\u30ea\u30b9\u30c8\u306b\u9867\u5ba2\u540d\u304c\u8868\u793a\u3055\u308c\u308b\u306a\u3069\u306e\u6f5c\u5728\u7684\u306a\u554f\u984c\u304c\u5373\u5ea7\u306b\u30d5\u30e9\u30b0\u4ed8\u3051\u3055\u308c\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u6570\u65e5\u307e\u305f\u306f\u6570\u9031\u9593\u5f8c\u306b\u554f\u984c\u3092\u767a\u898b\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u76f4\u3061\u306b\u8abf\u67fb\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u5805\u7262\u306a <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%ad%e3%82%b7%e3%83%bc\/\" target=\"_self\">KYC\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af<\/a> \u898f\u5236\u74b0\u5883\u4e0b\u3067\u904b\u7528\u3055\u308c\u308b\u3044\u304b\u306a\u308b\u7d44\u7e54\u306b\u3068\u3063\u3066\u3082\u3001\u8b72\u308c\u306a\u3044\u6a5f\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-dynamic-risk-profiling-and-scoring\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">4. \u52d5\u7684\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u3068\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ea\u30b9\u30af\u306b\u5bfe\u3059\u308b\u4e07\u80fd\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u3082\u306f\u3084\u5341\u5206\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/strong> \u73fe\u4ee3\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5730\u7406\u7684\u4f4d\u7f6e\u3001\u53d6\u5f15\u30d1\u30bf\u30fc\u30f3\u3001\u4e8b\u696d\u306e\u6027\u8cea\u306a\u3069\u3001\u5e45\u5e83\u3044\u8981\u7d20\u306b\u57fa\u3065\u3044\u3066\u3001\u5404\u9867\u5ba2\u306e\u52d5\u7684\u306a\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u751f\u6210\u3067\u304d\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u7d99\u7d9a\u7684\u306b\u66f4\u65b0\u3057\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u306e\u305f\u3081\u306e\u9ad8\u5ea6\u306a\u624b\u6cd5\u3092\u6d3b\u7528\u3057\u3001\u81ea\u52d5\u5316\u3068AI\u6280\u8853\u3092\u4f7f\u7528\u3057\u3066\u6f5c\u5728\u7684\u306a\u4e0d\u6b63\u884c\u70ba\u3092\u691c\u51fa\u3057\u3001\u898f\u5236\u9075\u5b88\u3092\u78ba\u4fdd\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u306f\u3001\u65b0\u3057\u3044\u60c5\u5831\u304c\u5229\u7528\u53ef\u80fd\u306b\u306a\u308b\u306b\u3064\u308c\u3066\u7d99\u7d9a\u7684\u306b\u66f4\u65b0\u3055\u308c\u3001\u6a5f\u95a2\u304c\u9069\u5207\u306a\u30ec\u30d9\u30eb\u306e\u7cbe\u67fb\u3068\u7d99\u7d9a\u7684\u306a\u76e3\u8996\u3092\u9069\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001MiFID II\u306e\u3088\u3046\u306a\u898f\u5236\u306e\u57fa\u76e4\u3067\u3042\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ea\u30bd\u30fc\u30b9\u3092\u52b9\u679c\u7684\u306b\u914d\u5206\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30ea\u30b9\u30af\u30d1\u30e9\u30e1\u30fc\u30bf\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3059\u308b\u6a5f\u80fd\u306f\u3001\u67d4\u8edf\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u91cd\u8981\u306a\u5229\u70b9\u3067\u3059\u3002 <strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong>. \u4f8b\u3048\u3070\u3001\u4f01\u696d\u306f\u7279\u5b9a\u306e\u9ad8\u30ea\u30b9\u30af\u5730\u57df\u51fa\u8eab\u306e\u9867\u5ba2\u3084\u3001\u7279\u5b9a\u306e\u7523\u696d\u306b\u95a2\u4e0e\u3057\u3066\u3044\u308b\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u3001\u3088\u308a\u9ad8\u3044\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u3092\u5272\u308a\u5f53\u3066\u308b\u3088\u3046\u306b\u30b7\u30b9\u30c6\u30e0\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6a5f\u95a2\u306f\u3001\u8cbb\u7528\u304c\u304b\u304b\u308a\u975e\u52b9\u7387\u7684\u306a\u3001\u3059\u3079\u3066\u306b\u5f53\u3066\u306f\u307e\u308b\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u3068\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u6700\u3082\u5fc5\u8981\u3068\u3055\u308c\u308b\u5834\u6240\u306b\u5f37\u5316\u3055\u308c\u305f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u306e\u53d6\u308a\u7d44\u307f\u3092\u96c6\u4e2d\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u30ea\u30b9\u30af\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u6210\u719f\u3057\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d7\u30ed\u30b0\u30e9\u30e0\u306e\u8a3c\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-centralised-case-management-and-audit-trail\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">5. \u4e00\u5143\u5316\u3055\u308c\u305f\u30b1\u30fc\u30b9\u7ba1\u7406\u3068\u76e3\u67fb\u8a3c\u8de1<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u900f\u660e\u6027\u3068\u8aac\u660e\u8cac\u4efb\u306f\u6700\u91cd\u8981\u3067\u3059\u3002.<\/strong> \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u60c5\u5831\u3001\u6587\u66f8\u3001\u304a\u3088\u3073\u6c7a\u5b9a\u306f\u3001\u5358\u4e00\u306e\u4e2d\u592e\u7ba1\u7406\u3055\u308c\u305f\u5834\u6240\u306b\u4fdd\u5b58\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u521d\u56de\u63a5\u89e6\u304b\u3089\u6700\u7d42\u627f\u8a8d\u307e\u3067\u306e\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u3092\u5b8c\u5168\u306b\u76e3\u67fb\u53ef\u80fd\u306a\u8a18\u9332\u3068\u3057\u3066\u6b8b\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5305\u62ec\u7684\u306a\u76e3\u67fb\u8a3c\u8de1\u3068\u900f\u660e\u6027\u306e\u9ad8\u3044\u691c\u8a3c\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u898f\u5236\u5f53\u5c40\u306e\u76e3\u67fb\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u672c\u4eba\u78ba\u8a8d\u306e\u3059\u3079\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u8ffd\u8de1\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ec\u30dd\u30fc\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304a\u3088\u3073\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u6bb5\u968e\u5168\u4f53\u306b\u308f\u305f\u308b\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3092\u5b9f\u8a3c\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u5805\u7262\u306a\u30b1\u30fc\u30b9\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u95a2\u4fc2\u8005\u306f\u52b9\u679c\u7684\u306b\u5354\u529b\u3057\u3001\u5404\u7533\u8acb\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3092\u8ffd\u8de1\u3057\u3001\u767a\u751f\u3059\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u554f\u984c\u3092\u89e3\u6c7a\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u8a73\u7d30\u306a\u76e3\u67fb\u8a3c\u8de1\u306f\u3001\u5185\u90e8\u30ac\u30d0\u30ca\u30f3\u30b9\u306b\u3068\u3063\u3066\u91cd\u8981\u3067\u3042\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u898f\u5236\u5f53\u5c40\u3078\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5b9f\u8a3c\u3059\u308b\u305f\u3081\u306b\u3082\u4e0d\u53ef\u6b20\u3067\u3059\u3002 <a 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> \u3053\u308c\u306b\u3088\u308a\u3001\u4e0d\u53ef\u6b20\u306a\u4e00\u5143\u5316\u3055\u308c\u305f\u30d3\u30e5\u30fc\u304c\u63d0\u4f9b\u3055\u308c\u3001\u5b8c\u5168\u306a\u900f\u660e\u6027\u304c\u78ba\u4fdd\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u898f\u5236\u5f53\u5c40\u304c\u7279\u5b9a\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30a1\u30a4\u30eb\u5168\u4f53\u3092\u78ba\u8a8d\u3059\u308b\u3088\u3046\u306b\u6c42\u3081\u305f\u5834\u5408\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u3059\u3079\u3066\u306e\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3001\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u7d50\u679c\u3001\u5185\u90e8\u30e1\u30e2\u3001\u627f\u8a8d\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u3092\u542b\u3080\u5305\u62ec\u7684\u306a\u30ec\u30dd\u30fc\u30c8\u3092\u6570\u5206\u3067\u751f\u6210\u3067\u304d\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u3053\u306e\u30ec\u30d9\u30eb\u306e\u76e3\u67fb\u53ef\u80fd\u6027\u306f\u3001\u5358\u306b\u8a66\u9a13\u306b\u5408\u683c\u3059\u308b\u305f\u3081\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u308c\u306f\u3001\u8aac\u660e\u8cac\u4efb\u306e\u6587\u5316\u3092\u80b2\u307f\u3001\u5805\u7262\u306a\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30ac\u30d0\u30ca\u30f3\u30b9\u3092\u5b9f\u8a3c\u3059\u308b\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-comparing-the-top-client-onboarding-platforms\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30c8\u30c3\u30d7\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6bd4\u8f03<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u6700\u9ad8\u306eKYC\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306f\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u6700\u826f\u306eKYC\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u3001\u5805\u7262\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u304a\u3088\u3073\u904b\u7528\u306e\u52b9\u7387\u6027\u3092\u4fdd\u8a3c\u3059\u308b\u304b\u3089\u3067\u3059\u3002\u9069\u5207\u306aKYC\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306f\u3001\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3059\u306e\u306b\u5f79\u7acb\u3064\u3060\u3051\u3067\u306a\u304f\u3001\u4f01\u696d\u306e\u8a55\u5224\u3092\u5b88\u308a\u3001\u8a50\u6b3a\u306e\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3068\u8b33\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u898f\u5236\u5bfe\u8c61\u3068\u306a\u308b\u91d1\u878d\u6a5f\u95a2\u304c\u5fc5\u8981\u3068\u3059\u308b\u5305\u62ec\u7684\u306a\u3001\u3059\u3050\u306b\u5229\u7528\u3067\u304d\u308b\u6a5f\u80fd\u3092\u63d0\u4f9b\u3067\u304d\u308b\u306e\u306f\u3054\u304f\u4e00\u90e8\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u5e02\u5834\u3092\u30ea\u30fc\u30c9\u3059\u308b\u3044\u304f\u3064\u304b\u306e\u5019\u88dc\u3092\u6bd4\u8f03\u3057\u3001\u3055\u307e\u3056\u307e\u306aKYC\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304c\u6a5f\u80fd\u3084KYC\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30b3\u30b9\u30c8\u306b\u3069\u306e\u3088\u3046\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u308b\u304b\u3092\u691c\u8a0e\u3057\u307e\u3059\u3002KYC\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u30b3\u30b9\u30c8\u306f\u3001\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3001\u30dc\u30ea\u30e5\u30fc\u30e0\u3001\u81ea\u52d5\u5316\u307e\u305f\u306f\u7d71\u5408\u306e\u30ec\u30d9\u30eb\u306b\u3088\u3063\u3066\u5927\u304d\u304f\u7570\u306a\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u7279\u5fb4<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30d5\u30a7\u30cd\u30eb\u30b4<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30a8\u30cc\u30b7\u30ce<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>Appway\uff08\u73feFNZ\u5098\u4e0b\uff09<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30bf\u30fc\u30b2\u30c3\u30c8\u30fb\u30aa\u30fc\u30c7\u30a3\u30a8\u30f3\u30b9<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u3001\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6cd5\u4eba\u30fb\u6a5f\u95a2\u6295\u8cc7\u5bb6\u9280\u884c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5546\u696d\u9280\u884c\u30fb\u5c0f\u58f2\u9280\u884c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>KYC\/AML\u7d71\u5408<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u3059\u3050\u306b\u4f7f\u3048\u308b\u3001\u5b8c\u5168\u306b\u7d71\u5408\u3055\u308c\u305f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30a2\u30aa\u30d5\u30a1\u30ea\u30f3\u30b0\u3001\u9ad8\u5ea6\u306b\u8a2d\u5b9a\u53ef\u80fd<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5805\u7262\u3067\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u3068\u7d71\u5408\u3055\u308c\u3066\u3044\u308b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5805\u7262\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30d9\u30fc\u30b9\u306e\u7d71\u5408<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u5c55\u958b\u30e2\u30c7\u30eb<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a6\u30c9\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a6\u30c9\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a6\u30c9\uff08Salesforce\u30cd\u30a4\u30c6\u30a3\u30d6\uff09<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30af\u30e9\u30a6\u30c9\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30ab\u30b9\u30bf\u30de\u30a4\u30ba<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u975e\u5e38\u306b\u67d4\u8edf\u306a\u30ce\u30fc\u30b3\u30fc\u30c9\u81ea\u52d5\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e83\u7bc4\u56f2\u306a\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3001\u8907\u96d1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8a2d\u5b9a &gt; \u30ab\u30b9\u30bf\u30de\u30a4\u30ba<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u5ea6\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u3067\u3001\u958b\u767a\u8005\u5411\u3051<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30e6\u30fc\u30b6\u30fc\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30e2\u30c0\u30f3\u3067\u76f4\u611f\u7684\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u4e2d\u5fc3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5805\u7262\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u91cd\u8996<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u52b9\u7387\u5316\u3055\u308c\u305f\u3001\u30d7\u30ed\u30bb\u30b9\u91cd\u8996<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u67d4\u8edf\u6027\u304c\u3042\u308a\u3001UI\/UX\u30c7\u30b6\u30a4\u30f3\u304c\u5fc5\u8981\u3067\u3059<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-investglass-the-agile-and-integrated-solution\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">InvestGlass: \u4fca\u654f\u3067\u7d71\u5408\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\u306f\u3001\u4fca\u654f\u6027\u3001\u67d4\u8edf\u6027\u3001\u305d\u3057\u3066\u5305\u62ec\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3092\u30e6\u30cb\u30fc\u30af\u306b\u7d44\u307f\u5408\u308f\u305b\u3066\u3044\u308b\u70b9\u3067\u969b\u7acb\u3063\u3066\u3044\u307e\u3059\u3002.<\/strong> \u5927\u624b\u3067\u4e00\u679a\u5ca9\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306f\u7570\u306a\u308a\u3001InvestGlass\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u7279\u5b9a\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u3001\u7c21\u5358\u306b\u8a2d\u5b9a\u30fb\u9069\u5fdc\u3067\u304d\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30ce\u30fc\u30b3\u30fc\u30c9\u306e\u81ea\u52d5\u5316\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u9ad8\u4fa1\u306aIT\u30ea\u30bd\u30fc\u30b9\u306b\u4f9d\u5b58\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u72ec\u81ea\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u8a2d\u8a08\u30fb\u5c55\u958b\u3067\u304d\u307e\u3059\u3002InvestGlass\u306f\u5f37\u529b\u306a\u7d71\u5408\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3001\u65e2\u5b58\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u63a5\u7d9a\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/crm%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0%e3%81%ae%e4%b8%8a%e6%89%8b%e3%81%aa%e4%bd%bf%e3%81%84%e6%96%b9\/\" target=\"_self\">CRM\u306e\u3088\u3046\u306a\u30b7\u30b9\u30c6\u30e0<\/a> \u304a\u3088\u3073\u904b\u7528\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u3042\u308a\u3001\u7d71\u4e00\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3068\u73fe\u5728\u306e\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u3068\u306e\u30b9\u30e0\u30fc\u30ba\u306a\u4e92\u63db\u6027\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u8fc5\u901f\u306a\u5bfe\u5fdc\u3068\u5909\u5316\u3059\u308b\u5e02\u5834\u72b6\u6cc1\u3078\u306e\u9069\u5fdc\u304c\u5fc5\u8981\u306a\u6a5f\u95a2\u306b\u3068\u3063\u3066\u7406\u60f3\u7684\u306a\u9078\u629e\u80a2\u3068\u306a\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30b9\u30a4\u30b9\u306b\u62e0\u70b9\u3092\u7f6e\u3044\u305f\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3068\u30c7\u30fc\u30bf\u4e3b\u6a29\u3078\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u4fe1\u983c\u306e\u8ffd\u52a0\u30ec\u30a4\u30e4\u30fc\u3092\u63d0\u4f9b\u3057\u3001\u3053\u308c\u306f\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u304c\u53b3\u3057\u3044\u5730\u57df\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3068\u3063\u3066\u7279\u306b\u91cd\u8981\u3067\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5305\u62ec\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e5%90%91%e3%81%91crc\/\" target=\"_self\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5411\u3051CRM<\/a> \u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u4e00\u5ea6\u304d\u308a\u306e\u30a4\u30d9\u30f3\u30c8\u3067\u306f\u306a\u304f\u3001\u9577\u671f\u7684\u306a\u30c7\u30fc\u30bf\u99c6\u52d5\u578b\u306e\u95a2\u4fc2\u306e\u59cb\u307e\u308a\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u3055\u308c\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306b\u53d6\u5f97\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306f\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u6d41\u308c\u8fbc\u307f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u521d\u65e5\u304b\u3089360\u5ea6\u306e\u30d3\u30e5\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30c7\u30fc\u30bf\u3092\u624b\u52d5\u3067\u79fb\u884c\u307e\u305f\u306f\u7d71\u5408\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u30c7\u30fc\u30bf\u640d\u5931\u3084\u4e0d\u6574\u5408\u306b\u3064\u306a\u304c\u308b\u3053\u3068\u304c\u591a\u3044\u3001\u30b5\u30a4\u30ed\u5316\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u5bfe\u3059\u308b\u5927\u304d\u306a\u5229\u70b9\u3067\u3059\u3002\u30ea\u30fc\u30c9\u304b\u3089\u898b\u8fbc\u307f\u5ba2\u3001\u305d\u3057\u3066\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3055\u308c\u305f\u9867\u5ba2\u307e\u3067\u306e\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u5358\u4e00\u306e\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u7ba1\u7406\u3067\u304d\u308b\u3053\u3068\u306f\u3001\u52b9\u7387\u3068\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u6df1\u5316\u306e\u4e21\u65b9\u3092\u4fc3\u9032\u3059\u308b\u5f37\u529b\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-fenergo-the-enterprise-grade-powerhouse\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">Fenergo\uff1a\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b0\u30ec\u30fc\u30c9\u306e\u5f37\u529b\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Fenergo\u306f\u3001\u5927\u624b\u4f01\u696d\u30fb\u6a5f\u95a2\u6295\u8cc7\u5bb6\u5411\u3051\u9280\u884c\u696d\u52d9\u5206\u91ce\u3067\u652f\u914d\u7684\u306a\u30d7\u30ec\u30fc\u30e4\u30fc\u3067\u3042\u308a\u3001\u305d\u306e\u5f37\u529b\u3067\u9ad8\u5ea6\u306b\u8a2d\u5b9a\u53ef\u80fd\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u77e5\u3089\u308c\u3066\u3044\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%af%e3%83%a9%e3%82%a4%e3%82%a2%e3%83%b3%e3%83%88%e3%83%bb%e3%83%a9%e3%82%a4%e3%83%95%e3%82%b5%e3%82%a4%e3%82%af%e3%83%ab%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e9%8a%80\/\" target=\"_self\">\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7ba1\u7406<\/a> (CLM) \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002Fenergo\u306e\u4e3b\u306a\u5f37\u307f\u306f\u3001\u8907\u6570\u306e\u6cd5\u57df\u306b\u308f\u305f\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u80fd\u529b\u3067\u3042\u308a\u3001\u591a\u69d8\u306a\u898f\u5236\u74b0\u5883\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u3084\u56fd\u969b\u7684\u306a\u4e8b\u696d\u5c55\u958b\u3092\u4fc3\u9032\u3059\u308b\u306e\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u3002\u8907\u96d1\u306a\u6cd5\u4eba\u69cb\u9020\u306e\u7ba1\u7406\u3084\u3001\u8907\u6570\u6cd5\u57df\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u3078\u306e\u5bfe\u5fdc\u306b\u3064\u3044\u3066\u3001\u8a73\u7d30\u306a\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002Fenergo\u306f\u975e\u5e38\u306b\u5805\u7262\u3067\u3059\u304c\u3001\u305d\u306e\u8907\u96d1\u3055\u3068\u30b3\u30b9\u30c8\u306f\u3001\u4e2d\u5c0f\u898f\u6a21\u306e\u6a5f\u95a2\u306b\u3068\u3063\u3066\u969c\u58c1\u3068\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u5c0e\u5165\u30d7\u30ed\u30bb\u30b9\u306f\u3057\u3070\u3057\u3070\u9577\u671f\u9593\u306b\u308f\u305f\u308a\u3001\u5c02\u9580\u30b5\u30fc\u30d3\u30b9\u3078\u306e\u591a\u5927\u306a\u6295\u8cc7\u304c\u5fc5\u8981\u3067\u3059\u3002\u81a8\u5927\u306a\u8907\u96d1\u3055\u306b\u76f4\u9762\u3059\u308b\u5927\u898f\u6a21\u306a\u30b0\u30ed\u30fc\u30d0\u30eb\u9280\u884c\u306b\u3068\u3063\u3066\u306f\u3001\u3053\u306e\u6295\u8cc7\u306f\u6b63\u5f53\u5316\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5730\u57df\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u307e\u305f\u306f\u5c02\u9580\u7684\u306a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u3068\u3063\u3066\u306f\u3001\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u3068\u9577\u671f\u306e\u5c0e\u5165\u671f\u9593\u306f\u5b9f\u73fe\u4e0d\u53ef\u80fd\u306a\u3082\u306e\u3068\u306a\u308a\u5f97\u307e\u3059\u3002Fenergo\u306e\u5f37\u307f\u306f\u305d\u306e\u6df1\u3055\u306b\u3042\u308a\u307e\u3059\u304c\u3001\u3053\u306e\u6df1\u3055\u306f\u4fca\u654f\u6027\u3068\u5e02\u5834\u6295\u5165\u307e\u3067\u306e\u30b9\u30d4\u30fc\u30c9\u3068\u5f15\u304d\u63db\u3048\u306b\u5f97\u3089\u308c\u308b\u3082\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ncino-the-salesforce-native-challenger\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">nCino\uff1aSalesforce\u30cd\u30a4\u30c6\u30a3\u30d6\u306e\u30c1\u30e3\u30ec\u30f3\u30b8\u30e3\u30fc<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">nCino\u306fSalesforce\u4e0a\u306b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3067\u3001\u5546\u696d\u9280\u884c\u304a\u3088\u3073\u30ea\u30c6\u30fc\u30eb\u9280\u884c\u30bb\u30af\u30bf\u30fc\u3067\u5927\u304d\u306a\u652f\u6301\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u591a\u304f\u306e\u30e6\u30fc\u30b6\u30fc\u306b\u3068\u3063\u3066\u99b4\u67d3\u307f\u306e\u3042\u308b\u30e6\u30fc\u30b6\u30fc\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u304c\u63d0\u4f9b\u3055\u308c\u3001\u4ed6\u306eSalesforce\u30af\u30e9\u30a6\u30c9\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002nCino\u306e <a href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%81%ab%e4%bd%bf%e7%94%a8%e3%81%99%e3%81%b9%e3%81%8d%e9%8a%80%e8%a1%8c%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2%e3%81%ae%e3%83%88%e3%83%83%e3%83%97%e3%83%aa%e3%82%b9\/\" target=\"_self\">\u9280\u884c\u696d\u52d9\u30b7\u30b9\u30c6\u30e0<\/a> \u878d\u8cc7\u3068\u53e3\u5ea7\u958b\u8a2d\u306e\u305f\u3081\u306e\u3001\u5408\u7406\u5316\u3055\u308c\u305f\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001KYC\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u3068AML\uff08\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\uff09\u306e\u5f37\u529b\u306a\u6a5f\u80fd\u3092\u5099\u3048\u3066\u3044\u307e\u3059\u3002nCino\u306f\u3001KYC\u30d7\u30ed\u30bb\u30b9\u306e\u4e00\u74b0\u3068\u3057\u3066\u3001\u9ad8\u5ea6\u306a\u30c7\u30b8\u30bf\u30eb\u6280\u8853\u3092\u6d3b\u7528\u3057\u305f\u9867\u5ba2\u306e\u672c\u4eba\u78ba\u8a8d\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%81%ae%e3%83%a6%e3%83%bc%e3%82%b6%e3%83%bc%e6%9c%ac%e4%ba%ba%e7%a2%ba%e8%aa%8d%e6%96%b9%e6%b3%95%e3%83%88%e3%83%83%e3%83%975\/\" target=\"_self\">\u8eab\u5143\u78ba\u8a8d\u65b9\u6cd5<\/a>, \u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u8a8d\u8a3c\u3084\u751f\u4f53\u8a8d\u8a3c\u306a\u3069\u3092\u542b\u307f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u52b9\u7387\u3092\u9ad8\u3081\u307e\u3059\u3002\u3057\u304b\u3057\u3001Salesforce\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u4f9d\u5b58\u306f\u3001\u305d\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u30b3\u30df\u30c3\u30c8\u3057\u3066\u3044\u306a\u3044\u4f01\u696d\u306b\u3068\u3063\u3066\u306f\u6b20\u70b9\u3068\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u4e3b\u306b\u7c73\u56fd\u5e02\u5834\u3092\u5bfe\u8c61\u3068\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u4e00\u90e8\u306e\u6a19\u6e96\u8a2d\u5b9a\u306f\u3001\u8ffd\u52a0\u306e\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u306a\u3057\u3067\u306f\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u3084\u30a2\u30b8\u30a2\u306e\u898f\u5236\u306b\u5b8c\u5168\u306b\u306f\u9069\u5408\u3057\u306a\u3044\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002Salesforce\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u4f9d\u5b58\u306f\u3001\u4fa1\u683c\u8a2d\u5b9a\u304c\u8907\u96d1\u306b\u306a\u308b\u53ef\u80fd\u6027\u3082\u610f\u5473\u3057\u3001nCino\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u57fa\u76e4\u3068\u306a\u308bSalesforce\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u4e21\u65b9\u306b\u95a2\u9023\u3059\u308b\u30b3\u30b9\u30c8\u304c\u767a\u751f\u3057\u307e\u3059\u3002\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306f\u4e00\u822c\u7684\u306b\u826f\u597d\u3067\u3059\u304c\u3001\u4f01\u696d\u306fSalesforce\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u5b8c\u5168\u306b\u904b\u7528\u3059\u308b\u3053\u3068\u306b\u5feb\u9069\u3067\u3042\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-appway-fnz-the-composable-business-platform\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">Appway (FNZ)\uff1a\u30b3\u30f3\u30dd\u30fc\u30b6\u30d6\u30eb\u30fb\u30d3\u30b8\u30cd\u30b9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Appway\u306f\u3001FNZ\u30b0\u30eb\u30fc\u30d7\u306e\u4e00\u54e1\u3068\u306a\u308a\u3001\u6d17\u7df4\u3055\u308c\u305f\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304a\u3088\u3073\u30b5\u30fc\u30d3\u30b9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u69cb\u7bc9\u306e\u305f\u3081\u306e\u57fa\u76e4\u63d0\u4f9b\u306b\u304a\u3051\u308b\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u9577\u5e74\u78ba\u7acb\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u305d\u306e\u5f37\u307f\u306f\u3001\u30d7\u30ed\u30bb\u30b9\u4e3b\u5c0e\u578b\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30d9\u30fc\u30b9\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u3042\u308a\u3001\u3053\u308c\u306b\u3088\u308a\u4f01\u696d\u306f\u9ad8\u5ea6\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u8a2d\u8a08\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u3002Appway\u306f\u3001\u4f01\u696d\u304c\u7279\u5b9a\u306e\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u30c6\u30fc\u30e9\u30fc\u30c9\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3001KYC\u304a\u3088\u3073AML\u30c1\u30a7\u30c3\u30af\u3092\u81ea\u7136\u306b\u7d71\u5408\u3057\u305f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u5b89\u5168\u306a\u9867\u5ba2\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002\u3053\u306e\u67d4\u8edf\u6027\u306f\u5927\u304d\u306a\u5229\u70b9\u3067\u3042\u308b\u4e00\u65b9\u3067\u3001Appway\u304c\u3059\u3050\u306b\u5229\u7528\u3067\u304d\u308b\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u3044\u3046\u3088\u308a\u306f\u3001\u958b\u767a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u671b\u307e\u3057\u3044\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u69cb\u7bc9\u30fb\u7dad\u6301\u3059\u308b\u306b\u306f\u3001\u719f\u7df4\u3057\u305f\u958b\u767a\u8005\u30c1\u30fc\u30e0\u304c\u5fc5\u8981\u3068\u306a\u308a\u3001\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u304c\u5897\u52a0\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002FNZ\u306b\u3088\u308b\u8cb7\u53ce\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u5206\u91ce\u306b\u304a\u3051\u308bAppway\u306e\u5730\u4f4d\u3092\u5f37\u5316\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u304c\u3001\u4e21\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3069\u306e\u3088\u3046\u306b\u7d71\u5408\u3055\u308c\u308b\u304b\u306f\u307e\u3060\u898b\u5b88\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u793e\u5185\u306b\u5f37\u529b\u306a\u958b\u767a\u80fd\u529b\u3092\u6301\u3064\u4f01\u696d\u306b\u3068\u3063\u3066\u3001Appway\u306f\u6bd4\u985e\u306a\u304d\u30ec\u30d9\u30eb\u306e\u5236\u5fa1\u3068\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3088\u308a\u3059\u3050\u306b\u5229\u7528\u3067\u304d\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8fc5\u901f\u306b\u5c55\u958b\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3088\u308a\u6025\u306a\u5b66\u7fd2\u66f2\u7dda\u3068\u9ad8\u3044\u5b9f\u88c5\u8ca0\u62c5\u3092\u3082\u305f\u3089\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u9375\u3068\u306a\u308b\u306e\u306f\u3001\u4f01\u696d\u306e\u6226\u7565\u304c\u6df1\u3044\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u3088\u308a\u6a19\u6e96\u5316\u3055\u308c\u305f\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u306e\u304b\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-beyond-the-basics-key-features-that-define-a-superior-onboarding-platform\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u57fa\u672c\u3092\u8d85\u3048\u3066\uff1a\u512a\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5b9a\u7fa9\u3059\u308b\u4e3b\u8981\u6a5f\u80fd<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u771f\u306b\u52b9\u679c\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5358\u7d14\u306a\u30c7\u30fc\u30bf\u53ce\u96c6\u3084\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3092\u8d85\u3048\u305f\u3082\u306e\u3067\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u52b9\u7387\u3092\u9ad8\u3081\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u3001\u9ad8\u5ea6\u306a\u6a5f\u80fd\u30b9\u30a4\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u9ad8\u5ea6\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u7d99\u7d9a\u7684\u306a\u672c\u4eba\u78ba\u8a8d\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u3092\u53ef\u80fd\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u521d\u56de\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u307e\u3067\u306e\u3001\u9867\u5ba2\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f\u3001\u4f01\u696d\u304c\u52b9\u7387\u7684\u306b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u691c\u8a3c\u3057\u3001\u898f\u5236\u9075\u5b88\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u4e0d\u6b63\u884c\u70ba\u3092\u8efd\u6e1b\u3057\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u6f5c\u5728\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306b\u3001\u3053\u308c\u3089\u306e\u4e3b\u8981\u306a\u5dee\u5225\u5316\u8981\u56e0\u3092\u63a2\u3059\u3079\u304d\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-advanced-analytics-and-reporting\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u9ad8\u5ea6\u306a\u5206\u6790\u3068\u30ec\u30dd\u30fc\u30c8<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30c7\u30fc\u30bf\u306f\u3001\u305d\u308c\u306b\u57fa\u3065\u3044\u3066\u884c\u52d5\u3067\u304d\u308b\u304b\u3089\u3053\u305d\u4fa1\u5024\u304c\u3042\u308b\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> 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class=\"wp-block-heading\" id=\"h-no-code-low-code-configurability\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30ce\u30fc\u30b3\u30fc\u30c9\/\u30ed\u30fc\u30b3\u30fc\u30c9\u8a2d\u5b9a<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u3042\u306a\u305f\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u30e6\u30cb\u30fc\u30af\u3067\u3042\u308a\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3082\u540c\u69d8\u306b\u30e6\u30cb\u30fc\u30af\u3067\u3042\u308b\u3079\u304d\u3067\u3059\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u306f\u9759\u7684\u306a\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u898f\u5236\u306f\u5909\u5316\u3057\u3001\u65b0\u3057\u3044\u5546\u54c1\u304c\u5c0e\u5165\u3055\u308c\u3001\u9867\u5ba2\u306e\u671f\u5f85\u306f\u9032\u5316\u3057\u307e\u3059\u3002\u6700\u65b0\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5927\u898f\u6a21\u306aIT\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u5fc5\u8981\u3068\u305b\u305a\u306b\u3001\u3053\u308c\u3089\u306e\u5909\u5316\u306b\u9069\u5fdc\u3067\u304d\u308b\u6a5f\u654f\u6027\u3092\u6301\u3063\u3066\u3044\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30ce\u30fc\u30b3\u30fc\u30c9\u307e\u305f\u306f\u30ed\u30fc\u30b3\u30fc\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001 <\/span><a 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\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u30ce\u30fc\u30b3\u30fc\u30c9\u81ea\u52d5\u5316\u30c4\u30fc\u30eb\u3092\u5099\u3048\u305fInvestGlass<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">, 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class=\"wp-block-heading\" id=\"h-seamless-integration-with-core-banking-systems\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u7d71\u5408<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u5b64\u7acb\u3057\u305f\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u4e2d\u306b\u53ce\u96c6\u3055\u308c\u305f\u30c7\u30fc\u30bf\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u95a2\u4fc2\u5168\u4f53\u306e\u57fa\u76e4\u3068\u306a\u308a\u307e\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3001\u30d5\u30a1\u30fc\u30e0\u306e\u4e2d\u6838\u3068\u306a\u308b\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3001CRM\u3001\u305d\u306e\u4ed6\u306e\u4e3b\u8981\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3067\u304d\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u304c\u3059\u3079\u3066\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u4e00\u8cab\u6027\u3092\u4fdd\u3061\u3001\u6700\u65b0\u306e\u72b6\u614b\u306b\u4fdd\u305f\u308c\u308b\u305f\u3081\u3001\u624b\u52d5\u306b\u3088\u308b\u518d\u5165\u529b\u306e\u5fc5\u8981\u304c\u306a\u304f\u306a\u308a\u3001\u30a8\u30e9\u30fc\u306e\u30ea\u30b9\u30af\u304c\u8efd\u6e1b\u3055\u308c\u307e\u3059\u3002\u5805\u7262\u306aAPI\uff08Application Programming Interface\uff09\u306f\u3001\u3053\u306e\u30ec\u30d9\u30eb\u306e\u7d71\u5408\u3092\u53ef\u80fd\u306b\u3057\u3001\u771f\u306b\u63a5\u7d9a\u3055\u308c\u305f\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u4ee3\u66ff\u6848\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306e\u91cd\u8981\u306a\u691c\u8a0e\u4e8b\u9805\u3067\u3042\u308a\u3001\u672c\u7a3f\u3067\u8aac\u660e\u3059\u308b\u3088\u3046\u306b <\/span><a 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\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>Salesforce \u306e\u4ee3\u66ff\u6848\u6bd4\u8f03<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">. \u9069\u5207\u306b\u8a2d\u8a08\u3055\u308c\u305fAPI\u306f\u53cc\u65b9\u5411\u306e\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3092\u53ef\u80fd\u306b\u3057\u3001\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3067\u306e\u66f4\u65b0\uff08\u4f4f\u6240\u5909\u66f4\u306a\u3069\uff09\u304c\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u81ea\u52d5\u7684\u306b\u53cd\u6620\u3055\u308c\u3001\u305d\u306e\u9006\u3082\u540c\u69d8\u306b\u6a5f\u80fd\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u306e\u5358\u4e00\u306e\u771f\u5b9f\u306e\u6e90\u304c\u5275\u51fa\u3055\u308c\u3001\u3053\u308c\u306f\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30c7\u30fc\u30bf\u7ba1\u7406\u306b\u304a\u3051\u308b\u8056\u676f\u3067\u3059\u3002\u591a\u304f\u306e\u91d1\u878d\u6a5f\u95a2\u3092\u60a9\u307e\u305b\u308b\u30c7\u30fc\u30bf\u30b5\u30a4\u30ed\u3092\u6392\u9664\u3057\u3001\u3088\u308a\u5305\u62ec\u7684\u3067\u30d1\u30fc\u30bd\u30ca\u30eb\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30b5\u30fc\u30d3\u30b9\u3078\u306e\u9053\u3092\u958b\u304d\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-powered-intelligence-and-automation\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">AI\u306b\u3088\u308b\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u3068\u81ea\u52d5\u5316<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4eba\u5de5\u77e5\u80fd\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u672a\u6765\u3092\u5909\u9769\u3057\u3066\u3044\u307e\u3059\u3002.<\/strong> \u6b21\u4e16\u4ee3\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001AI\u3084\u6a5f\u68b0\u5b66\u7fd2\u3092\u6d3b\u7528\u3057\u3066\u3001\u6700\u3082\u8907\u96d1\u3067\u5224\u65ad\u3092\u8981\u3059\u308b\u30bf\u30b9\u30af\u3067\u3055\u3048\u81ea\u52d5\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u81ea\u7136\u8a00\u8a9e\u51e6\u7406\uff08NLP\uff09\u3092\u4f7f\u7528\u3057\u3066\u975e\u69cb\u9020\u5316\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u5206\u6790\u3057\u305f\u308a\u3001\u6a5f\u68b0\u5b66\u7fd2\u3092\u4f7f\u7528\u3057\u3066\u7591\u308f\u3057\u3044\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u3092\u7279\u5b9a\u3057\u305f\u308a\u3001AI\u642d\u8f09\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u3092\u4f7f\u7528\u3057\u3066\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306b\u8a98\u5c0e\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u542b\u307e\u308c\u307e\u3059\u3002AI\u642d\u8f09\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u624b\u52d5\u30ec\u30d3\u30e5\u30fc\u3067\u306f\u898b\u843d\u3068\u3055\u308c\u308b\u9ad8\u5ea6\u306a\u4e0d\u6b63\u30d1\u30bf\u30fc\u30f3\u3092\u691c\u51fa\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u3001\u53b3\u683c\u306a\u898f\u5236\u3078\u306e\u6e96\u62e0\u3092\u4fdd\u8a3c\u3057\u3001\u9032\u5316\u3059\u308b\u91d1\u878d\u72af\u7f6a\u306e\u6226\u8853\u304b\u3089\u4fdd\u8b77\u3057\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e8%87%aa%e5%8b%95%e3%82%a2%e3%82%b7%e3%82%b9%e3%82%bf%e3%83%b3%e3%82%b9%e3%81%ae%e6%9c%aa%e6%9d%a5%e3%82%92%e3%83%8a%e3%83%93%e3%82%b2%e3%83%bc%e3%83%88%e3%81%99%e3%82%8b%e3%82%a4%e3%83%b3%e3%83%99\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306eAI\u30b3\u30d1\u30a4\u30ed\u30c3\u30c8<\/a> \u3053\u308c\u306f\u3001AI\u304c\u4eba\u9593\u306e\u30c1\u30fc\u30e0\u306e\u80fd\u529b\u3092\u62e1\u5f35\u3059\u308b\u305f\u3081\u306b\u3069\u306e\u3088\u3046\u306b\u4f7f\u7528\u3067\u304d\u308b\u304b\u3092\u793a\u3059\u4e00\u4f8b\u3067\u3042\u308a\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u95a2\u4fc2\u69cb\u7bc9\u3084\u8907\u96d1\u306a\u4f8b\u5916\u51e6\u7406\u306e\u7ba1\u7406\u3068\u3044\u3063\u305f\u3001\u3088\u308a\u4ed8\u52a0\u4fa1\u5024\u306e\u9ad8\u3044\u6d3b\u52d5\u306b\u6ce8\u529b\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002AI\u306f\u4eba\u9593\u306e\u5c02\u9580\u77e5\u8b58\u3092\u7f6e\u304d\u63db\u3048\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u305d\u308c\u3092\u3088\u308a\u52b9\u679c\u7684\u304b\u3064\u52b9\u7387\u7684\u306b\u3059\u308b\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002\u305f\u3068\u3048\u3070\u3001AI\u642d\u8f09\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u6570\u5343\u4ef6\u306e\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u3092\u30ec\u30d3\u30e5\u30fc\u3057\u3001\u5b9f\u969b\u306b\u7591\u308f\u3057\u3044\u3082\u306e\u3060\u3051\u3092\u6570\u4ef6\u30d5\u30e9\u30b0\u4ed8\u3051\u3059\u308b\u3053\u3068\u3067\u3001\u4eba\u9593\u306e\u635c\u67fb\u5b98\u304c\u6700\u3082\u5fc5\u8981\u3068\u3055\u308c\u308b\u5834\u6240\u306b\u52b4\u529b\u3092\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u540c\u69d8\u306b\u3001AI\u306f\u3001\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u306e\u96a0\u308c\u305f\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u793a\u5506\u3059\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u3001\u3055\u307e\u3056\u307e\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u307e\u305f\u306f\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u9593\u306e\u5fae\u5999\u306a\u3064\u306a\u304c\u308a\u3092\u7279\u5b9a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u4eba\u9593\u304c\u624b\u4f5c\u696d\u3067\u884c\u3046\u3053\u3068\u306f\u307b\u307c\u4e0d\u53ef\u80fd\u3067\u3059\u3002AI\u6280\u8853\u306e\u6210\u719f\u304c\u9032\u3080\u306b\u3064\u308c\u3066\u3001\u91d1\u878d\u72af\u7f6a\u3068\u306e\u6226\u3044\u306b\u304a\u3044\u3066\u4e0d\u53ef\u6b20\u306a\u30c4\u30fc\u30eb\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-a-modern-onboarding-platform-a-strategic-roadmap\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30e2\u30c0\u30f3\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5b9f\u88c5\uff1a\u6226\u7565\u7684\u30ed\u30fc\u30c9\u30de\u30c3\u30d7<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u6226\u3044\u306e\u534a\u5206\u306b\u3059\u304e\u307e\u305b\u3093\u3002\u6210\u529f\u88cf\u306b\u5b9f\u88c5\u3059\u308b\u306b\u306f\u3001\u660e\u78ba\u306a\u6226\u7565\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u65b0\u3057\u3044\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5c0e\u5165\u306f\u3001\u8907\u6570\u306e\u90e8\u9580\u3001\u30d7\u30ed\u30bb\u30b9\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u91cd\u8981\u306a\u53d6\u308a\u7d44\u307f\u3067\u3059\u3002\u5834\u5f53\u305f\u308a\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u306f\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u9045\u5ef6\u3001\u4e88\u7b97\u8d85\u904e\u3001\u30e6\u30fc\u30b6\u30fc\u306e\u63a1\u7528\u7387\u4f4e\u4e0b\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u5186\u6ed1\u306a\u79fb\u884c\u3068\u6295\u8cc7\u53ce\u76ca\u7387\u306e\u6700\u5927\u5316\u3092\u78ba\u5b9f\u306b\u3059\u308b\u305f\u3081\u306b\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u69cb\u9020\u5316\u3055\u308c\u305f\u6226\u7565\u7684\u306a\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u5f93\u3046\u3079\u304d\u3067\u3059\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-define-clear-objectives-and-success-metrics\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u660e\u78ba\u306a\u76ee\u6a19\u3068\u6210\u529f\u6307\u6a19\u3092\u5b9a\u7fa9\u3059\u308b<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u7d42\u308f\u308a\u3092\u610f\u8b58\u3057\u3066\u59cb\u3081\u308b\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u30d9\u30f3\u30c0\u30fc\u3092\u8a55\u4fa1\u3059\u308b\u524d\u306b\u3001\u307e\u305a\u7d44\u7e54\u304c\u4f55\u3092\u9054\u6210\u3057\u305f\u3044\u306e\u304b\u3092\u5b9a\u7fa9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u4e3b\u306a\u76ee\u6a19\u306f\u3001\u9867\u5ba2\u96e2\u8131\u7387\u306e\u524a\u6e1b\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u306e\u77ed\u7e2e\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7cbe\u5ea6\u306e\u5411\u4e0a\u3001\u307e\u305f\u306f\u904b\u7528\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u306e\u3044\u305a\u308c\u3067\u3057\u3087\u3046\u304b\uff1f\u3053\u308c\u3089\u306e\u76ee\u6a19\u306f\u3001\u5177\u4f53\u7684\uff08Specific\uff09\u3001\u6e2c\u5b9a\u53ef\u80fd\uff08Measurable\uff09\u3001\u9054\u6210\u53ef\u80fd\uff08Achievable\uff09\u3001\u95a2\u9023\u6027\u304c\u3042\u308b\uff08Relevant\uff09\u3001\u671f\u9650\u304c\u3042\u308b\uff08Time-bound\uff09\u3082\u306e\uff08SMART\uff09\u3067\u3042\u308b\u3079\u304d\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u660e\u78ba\u306a\u76ee\u6a19\u306f\u300c\u5c0e\u5165\u5f8c\u6700\u521d\u306e6\u304b\u6708\u4ee5\u5185\u306b\u3001\u5e73\u5747\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u309220\u65e5\u304b\u30895\u65e5\u306b\u77ed\u7e2e\u3059\u308b\u300d\u3068\u3044\u3063\u305f\u3082\u306e\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u3089\u306eKPI\u3092\u4e8b\u524d\u306b\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u3067\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u6210\u529f\u3092\u6e2c\u5b9a\u3057\u3001\u30b7\u30cb\u30a2\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u306b\u305d\u306e\u4fa1\u5024\u3092\u5b9f\u8a3c\u3059\u308b\u305f\u3081\u306e\u660e\u78ba\u306a\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u304c\u63d0\u4f9b\u3055\u308c\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-assemble-a-cross-functional-team\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">2. \u30af\u30ed\u30b9\u30d5\u30a1\u30f3\u30af\u30b7\u30e7\u30ca\u30eb\u30c1\u30fc\u30e0\u3092\u7de8\u6210\u3059\u308b<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u30c1\u30fc\u30e0\u30b9\u30dd\u30fc\u30c4\u3067\u3059\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u7d44\u7e54\u5168\u4f53\u304b\u3089\u306e\u30a4\u30f3\u30d7\u30c3\u30c8\u3068\u627f\u8a8d\u3092\u5f97\u308b\u3053\u3068\u304c\u3001\u6210\u529f\u88cf\u306b\u5c0e\u5165\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u3067\u3059\u3002\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30c1\u30fc\u30e0\u306b\u306f\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\uff08\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\uff09\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u6cd5\u52d9\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3001IT\u306e\u62c5\u5f53\u8005\u3092\u542b\u3081\u308b\u3079\u304d\u3067\u3059\u3002\u3053\u306e\u90e8\u9580\u6a2a\u65ad\u7684\u306a\u5354\u529b\u306b\u3088\u308a\u3001\u9078\u629e\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u3059\u3079\u3066\u306e\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3057\u3001\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u5b9f\u7528\u7684\u304b\u3064\u52b9\u7387\u7684\u3067\u3042\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u898f\u5236\u8981\u4ef6\u304c\u6e80\u305f\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3067\u304d\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306f\u30d7\u30ed\u30bb\u30b9\u306e\u52b9\u7387\u6027\u306b\u3064\u3044\u3066\u52a9\u8a00\u3067\u304d\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u9867\u5ba2\u4f53\u9a13\u306b\u95a2\u3059\u308b\u91cd\u8981\u306a\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u63d0\u4f9b\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u5354\u8abf\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u54f2\u5b66\u306e\u4e2d\u6838\u3092\u306a\u3059\u3082\u306e\u3067\u3059\u3002 <\/span><a href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">, \u3001\u7d44\u7e54\u5185\u306e\u30b5\u30a4\u30ed\u3092\u89e3\u6d88\u3057\u3001\u6240\u6709\u6a29\u306e\u5171\u6709\u610f\u8b58\u3092\u80b2\u307f\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-map-and-optimise-existing-processes\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">3. \u65e2\u5b58\u30d7\u30ed\u30bb\u30b9\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u3068\u6700\u9069\u5316<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u725b\u306e\u5c0f\u9053\u3092\u8217\u88c5\u3059\u308b\u306a\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u975e\u52b9\u7387\u3067\u4e0d\u5099\u306e\u3042\u308b\u30d7\u30ed\u30bb\u30b9\u3092\u5358\u7d14\u306b\u81ea\u52d5\u5316\u3057\u3066\u3082\u3001\u58ca\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u304c\u901f\u304f\u306a\u308b\u3060\u3051\u3067\u3059\u3002\u65b0\u3057\u3044\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5c0e\u5165\u3059\u308b\u524d\u306b\u3001\u3059\u3079\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u3001\u610f\u601d\u6c7a\u5b9a\u30dd\u30a4\u30f3\u30c8\u3001\u5f15\u304d\u7d99\u304e\u3092\u7279\u5b9a\u3057\u3001\u73fe\u5728\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u8a73\u7d30\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u306e\u4f5c\u696d\u306b\u3088\u308a\u3001\u5927\u5e45\u306a\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3001\u5197\u9577\u306a\u30bf\u30b9\u30af\u3001\u4e0d\u5fc5\u8981\u306a\u8907\u96d1\u3055\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u3001\u305d\u308c\u3089\u3092\u6392\u9664\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u76ee\u6a19\u306f\u3001\u5408\u7406\u5316\u3055\u308c\u3001\u9867\u5ba2\u4e2d\u5fc3\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u91cd\u8996\u306e\u3001\u65b0\u3057\u3044\u6700\u9069\u5316\u3055\u308c\u305f\u300c\u5c06\u6765\u306e\u300d\u30d7\u30ed\u30bb\u30b9\u3092\u8a2d\u8a08\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u518d\u8a2d\u8a08\u306f\u3001\u591a\u304f\u306e\u4f01\u696d\u304c\u898b\u843d\u3068\u3057\u304c\u3061\u3067\u3059\u304c\u3001\u65b0\u3057\u3044\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u53ef\u80fd\u6027\u3092\u6700\u5927\u9650\u306b\u5f15\u304d\u51fa\u3059\u305f\u3081\u306e\u57fa\u672c\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u3067\u3059\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-adopt-a-phased-implementation-approach\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">4. \u6bb5\u968e\u7684\u306a\u5b9f\u88c5\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u63a1\u7528\u3059\u308b<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u3059\u3079\u3066\u3092\u4e00\u5ea6\u306b\u3084\u308d\u3046\u3068\u3057\u306a\u3044\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u3092\u4e00\u5ea6\u306b\u3059\u3079\u3066\u306e\u4e8b\u696d\u90e8\u9580\u3067\u7a3c\u50cd\u3055\u305b\u308b\u300c\u30d3\u30c3\u30b0\u30d0\u30f3\u300d\u65b9\u5f0f\u306e\u5b9f\u88c5\u306f\u3001\u30ea\u30b9\u30af\u304c\u4f34\u3044\u307e\u3059\u3002\u3088\u308a\u8ce2\u660e\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u7279\u5b9a\u306e\u4e8b\u696d\u90e8\u9580\u307e\u305f\u306f\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u304b\u3089\u59cb\u3081\u3066\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6bb5\u968e\u7684\u306b\u5b9f\u88c5\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30c1\u30fc\u30e0\u306f\u7ba1\u7406\u3055\u308c\u305f\u74b0\u5883\u3067\u5b66\u7fd2\u30fb\u9069\u5fdc\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u53ce\u96c6\u3057\u3001\u65e9\u671f\u306e\u6210\u529f\u3092\u5b9f\u8a3c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3067\u306f\u3001\u3088\u308a\u8907\u96d1\u306a\u56fd\u5185\u307e\u305f\u306f\u6cd5\u4eba\u9867\u5ba2\u306b\u5c55\u958b\u3059\u308b\u524d\u306b\u3001\u307e\u305a\u56fd\u5185\u306e\u9ad8\u984d\u6240\u5f97\u8005\u5411\u3051\u9867\u5ba2\u306b\u65b0\u3057\u3044\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3092\u9078\u629e\u3059\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3053\u306e\u53cd\u5fa9\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u6df7\u4e71\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u3001\u3088\u308a\u5e83\u7bc4\u306a\u5c55\u958b\u306e\u305f\u3081\u306e\u52e2\u3044\u3092\u69cb\u7bc9\u3057\u307e\u3059\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-prioritise-change-management-and-training\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">5. \u5909\u66f4\u7ba1\u7406\u3068\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u512a\u5148\u3059\u308b<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u65b0\u3057\u3044\u30c4\u30fc\u30eb\u306f\u3001\u8ab0\u3082\u4f7f\u3044\u65b9\u3092\u77e5\u3089\u306a\u3051\u308c\u3070\u5f79\u306b\u7acb\u3061\u307e\u305b\u3093\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u304a\u3044\u3066\u3001\u4eba\u7684\u5074\u9762\u306f\u3057\u3070\u3057\u3070\u6700\u3082\u56f0\u96e3\u306a\u90e8\u5206\u3068\u306a\u308a\u307e\u3059\u3002\u5f93\u696d\u54e1\u306f\u5909\u5316\u306b\u62b5\u6297\u3057\u305f\u308a\u3001\u53e4\u3044\u6163\u7fd2\u306b\u6163\u308c\u3066\u3044\u305f\u308a\u3001\u65b0\u3057\u3044\u30b7\u30b9\u30c6\u30e0\u306b intimidatd \u3055\u308c\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u5305\u62ec\u7684\u306a\u30c1\u30a7\u30f3\u30b8\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u8a08\u753b\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u65b0\u3057\u3044\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u4f1a\u793e\u3068\u500b\u3005\u306e\u5f93\u696d\u54e1\u53cc\u65b9\u306b\u3068\u3063\u3066\u3069\u306e\u3088\u3046\u306a\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308b\u304b\u306b\u3064\u3044\u3066\u306e\u3001\u660e\u78ba\u3067\u4e00\u8cab\u3057\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u542b\u307e\u308c\u308b\u3079\u304d\u3067\u3059\u3002\u307e\u305f\u3001\u3055\u307e\u3056\u307e\u306a\u30e6\u30fc\u30b6\u30fc\u30b0\u30eb\u30fc\u30d7\u306e\u7279\u5b9a\u306e\u5f79\u5272\u3068\u8cac\u4efb\u306b\u5408\u308f\u305b\u3066\u8abf\u6574\u3055\u308c\u305f\u3001\u5fb9\u5e95\u7684\u306a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3082\u5fc5\u8981\u3067\u3059\u3002\u30e2\u30c0\u30f3\u3067\u76f4\u611f\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u8ca0\u62c5\u3092\u8efd\u6e1b\u3057\u307e\u3059\u304c\u3001\u9ad8\u3044\u30e6\u30fc\u30b6\u30fc\u63a1\u7528\u7387\u3068\u30b9\u30e0\u30fc\u30ba\u306a\u79fb\u884c\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u4f9d\u7136\u3068\u3057\u3066\u91cd\u8981\u306a\u8981\u7d20\u3067\u3059\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-plan-for-data-migration-and-integration\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">6. \u30c7\u30fc\u30bf\u79fb\u884c\u30fb\u7d71\u5408\u8a08\u753b<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u3042\u306a\u305f\u306e\u30c7\u30fc\u30bf\u306f\u6226\u7565\u7684\u8cc7\u7523\u3067\u3059\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u65e2\u5b58\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u3092\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u65b0\u3057\u3044\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u79fb\u884c\u3059\u308b\u305f\u3081\u306e\u660e\u78ba\u306a\u8a08\u753b\u3092\u7b56\u5b9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u4e0d\u6b63\u78ba\u306a\u60c5\u5831\u3084\u4e00\u8cab\u6027\u306e\u306a\u3044\u60c5\u5831\u3092\u524a\u9664\u3059\u308b\u305f\u3081\u306e\u30c7\u30fc\u30bf\u30af\u30ec\u30f3\u30b8\u30f3\u30b0\u3001\u304a\u3088\u3073\u60c5\u5831\u304c\u65b0\u3057\u3044\u30c7\u30fc\u30bf\u69cb\u9020\u306b\u6b63\u3057\u304f\u8ee2\u9001\u3055\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u305f\u3081\u306e\u30c7\u30fc\u30bf\u30de\u30c3\u30d4\u30f3\u30b0\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u524d\u8ff0\u306e\u3068\u304a\u308a\u3001\u7d71\u5408\u6226\u7565\u304c\u6700\u3082\u91cd\u8981\u3067\u3059\u3002\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u8a08\u753b\u3067\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3001CRM\u3001\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u91cd\u8981\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u63a5\u7d9a\u3059\u308bAPI\u306e\u69cb\u7bc9\u3068\u30c6\u30b9\u30c8\u306b\u5341\u5206\u306a\u6642\u9593\u3068\u30ea\u30bd\u30fc\u30b9\u3092\u5272\u308a\u5f53\u3066\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3092\u6b63\u3057\u304f\u884c\u308f\u306a\u3044\u3068\u3001\u30c7\u30fc\u30bf\u30b5\u30a4\u30ed\u304c\u767a\u751f\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u304c\u65ad\u7247\u5316\u3055\u308c\u3001\u65b0\u3057\u3044\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u76ee\u7684\u305d\u306e\u3082\u306e\u304c\u640d\u306a\u308f\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002.<\/span><\/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-a-client-onboarding-platform\"><strong>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306f\u4f55\u3067\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u306b\u65b0\u3057\u3044\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u53d6\u308a\u8fbc\u3080\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u30fb\u52b9\u7387\u5316\u3059\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u4e2d\u6838\u3068\u306a\u308b\u306e\u304cKYC\u30d7\u30ed\u30bb\u30b9\u3067\u3042\u308a\u3001\u3053\u308c\u306b\u3088\u308a\u672c\u4eba\u78ba\u8a8d\u306e\u81ea\u52d5\u5316\u3001\u4e0d\u6b63\u9632\u6b62\u5bfe\u7b56\u306e\u30b5\u30dd\u30fc\u30c8\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u306e\u5f37\u5316\u304c\u56f3\u3089\u308c\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u306f\u901a\u5e38\u3001\u30c7\u30b8\u30bf\u30eb\u30c7\u30fc\u30bf\u53ce\u96c6\u3001\u672c\u4eba\u78ba\u8a8d\uff08KYC\uff09\u3001\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\uff08AML\uff09\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u7ba1\u7406\u306a\u3069\u306e\u6a5f\u80fd\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u76ee\u6a19\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u91d1\u878d\u6a5f\u95a2\u53cc\u65b9\u306b\u3068\u3063\u3066\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u52b9\u7387\u7684\u3001\u304b\u3064\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4f53\u9a13\u3092\u5275\u51fa\u3059\u308b\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-why-is-out-of-the-box-kyc-and-aml-support-so-important\"><strong>2. KYC \u304a\u3088\u3073 AML \u306e\u6a19\u6e96\u30b5\u30dd\u30fc\u30c8\u304c\u306a\u305c\u305d\u308c\u307b\u3069\u91cd\u8981\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3050\u306bKYC\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u3068AML\uff08\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\uff09\u306e\u30b5\u30dd\u30fc\u30c8\u304c\u5229\u7528\u3067\u304d\u308b\u3068\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3042\u3089\u304b\u3058\u3081\u7d44\u307f\u8fbc\u307e\u308c\u305f\u7d71\u5408\u6a5f\u80fd\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u7528\u610f\u3055\u308c\u3066\u304a\u308a\u3001\u9867\u5ba2\u306e\u8eab\u5143\u78ba\u8a8d\u3084\u898f\u5236\u5f53\u5c40\u306e\u76e3\u8996\u30ea\u30b9\u30c8\u3068\u306e\u7167\u5408\u3092\u884c\u3048\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u898f\u5236\u5bfe\u8c61\u306e\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u91cd\u8981\u3067\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u521d\u65e5\u304b\u3089\u3001\u5e83\u7bc4\u306a\u30ab\u30b9\u30bf\u30e0\u958b\u767a\u3092\u5fc5\u8981\u3068\u305b\u305a\u306b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7fa9\u52d9\u3092\u5c65\u884c\u3067\u304d\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u304b\u3089\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5c0e\u5165\u307e\u3067\u306e\u6642\u9593\u304c\u77ed\u7e2e\u3055\u308c\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30ea\u30b9\u30af\u304c\u4f4e\u6e1b\u3057\u3001\u5e38\u306b\u6700\u65b0\u304b\u3064\u6700\u3082\u52b9\u679c\u7684\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-can-a-good-onboarding-platform-improve-the-customer-experience\"><strong>3. \u512a\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3082\u3061\u308d\u3093\u3067\u3059\u3002\u6700\u65b0\u306e\u30c7\u30b8\u30bf\u30eb\u30d5\u30a1\u30fc\u30b9\u30c8\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9045\u3044\u7d19\u30d9\u30fc\u30b9\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u3001\u8fc5\u901f\u3067\u76f4\u611f\u7684\u3001\u304b\u3064\u900f\u660e\u6027\u306e\u9ad8\u3044\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5287\u7684\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9867\u5ba2\u306f\u3001\u3044\u3064\u3067\u3082\u3001\u3069\u306e\u30c7\u30d0\u30a4\u30b9\u304b\u3089\u3067\u3082\u7533\u8acb\u3092\u5b8c\u4e86\u3067\u304d\u3001\u7533\u8acb\u72b6\u6cc1\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306a\u66f4\u65b0\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u7b2c\u4e00\u5370\u8c61\u304c\u751f\u307e\u308c\u3001\u9577\u671f\u7684\u306a\u9ad8\u3044\u4fe1\u983c\u95a2\u4fc2\u306e\u57fa\u76e4\u304c\u7bc9\u304b\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-what-is-the-difference-between-a-client-onboarding-platform-and-a-standard-crm\"><strong>4. \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u6a19\u6e96\u7684\u306aCRM\u306e\u9055\u3044\u306f\u4f55\u3067\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a19\u6e96\u7684\u306aCRM\u304c\u9867\u5ba2\u95a2\u4fc2\u306e\u7ba1\u7406\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u306e\u306b\u5bfe\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u521d\u671f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306e\u8907\u96d1\u3055\u306b\u7279\u5316\u3057\u3066\u5bfe\u5fdc\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u898f\u5236\u7523\u696d\u306b\u7279\u6709\u306e\u3001\u5927\u5e45\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304a\u3088\u3073\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u8981\u4ef6\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5f8c\u8ff0\u3059\u308b\u3088\u3046\u306a\u3001\u6700\u826f\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f <a href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a>, \u4e21\u65b9\u306e\u6a5f\u80fd\u3092\u7d44\u307f\u5408\u308f\u305b\u3001\u521d\u671f\u306e\u898b\u8fbc\u307f\u5ba2\u304b\u3089\u9577\u671f\u7684\u306a\u9867\u5ba2\u307e\u3067\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u5168\u4f53\u3092\u7ba1\u7406\u3059\u308b\u5358\u4e00\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-how-does-a-risk-based-approach-to-onboarding-work\"><strong>5. \u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306f\u3069\u306e\u3088\u3046\u306b\u6a5f\u80fd\u3057\u307e\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u30a2\u30d7\u30ed\u30fc\u30c1\u3067\u306f\u3001\u65b0\u898f\u9867\u5ba2\u3054\u3068\u306b\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u307e\u305f\u306f\u30c6\u30ed\u8cc7\u91d1\u4f9b\u4e0e\u306e\u30ea\u30b9\u30af\u3092\u8a55\u4fa1\u3057\u3001\u305d\u308c\u306b\u5fdc\u3058\u305f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u30ec\u30d9\u30eb\u3092\u9069\u7528\u3057\u307e\u3059\u3002\u6d17\u7df4\u3055\u308c\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u306e\u5c45\u4f4f\u56fd\u3001\u4e8b\u696d\u306e\u6027\u8cea\u3001\u4e88\u60f3\u3055\u308c\u308b\u53d6\u5f15\u30d1\u30bf\u30fc\u30f3\u306a\u3069\u306e\u8981\u56e0\u306b\u57fa\u3065\u3044\u3066\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u3092\u5272\u308a\u5f53\u3066\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3057\u307e\u3059\u3002\u9ad8\u30ea\u30b9\u30af\u306e\u9867\u5ba2\u306b\u306f\u5f37\u5316\u3055\u308c\u305f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u304c\u5b9f\u65bd\u3055\u308c\u3001\u4f4e\u30ea\u30b9\u30af\u306e\u9867\u5ba2\u306f\u8fc5\u901f\u306a\u5be9\u67fb\u304c\u53ef\u80fd\u3068\u306a\u308b\u305f\u3081\u3001\u4f01\u696d\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ea\u30bd\u30fc\u30b9\u3092\u3088\u308a\u52b9\u679c\u7684\u306b\u914d\u5206\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-what-are-the-key-regulations-that-a-client-onboarding-platform-should-support\"><strong>6. \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u30b5\u30dd\u30fc\u30c8\u3059\u3079\u304d\u4e3b\u8981\u306a\u898f\u5236\u306f\u4f55\u3067\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u898f\u5236\u3055\u308c\u305f\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u30b0\u30ed\u30fc\u30d0\u30eb\u304a\u3088\u3073\u30ed\u30fc\u30ab\u30eb\u306e\u898f\u5236\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\uff08AML\uff09\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3001\u91d1\u878d\u72af\u7f6a\u3092\u9632\u6b62\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u5185\u306e\u7d99\u7d9a\u7684\u306a\u76e3\u8996\u30d7\u30ed\u30bb\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u91d1\u878d\u6d3b\u52d5\u4f5c\u696d\u90e8\u4f1a\uff08FATF\uff09\u306e\u52e7\u544a\u3001EU\u306e\u7b2c5\u6b21\u304a\u3088\u3073\u7b2c6\u6b21\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u6307\u4ee4\uff08AMLD5\/6\uff09\u3001\u7c73\u56fd\u611b\u56fd\u8005\u6cd5\u3001\u304a\u3088\u3073FINMA\uff08\u30b9\u30a4\u30b9\uff09\u3001FCA\uff08\u82f1\u56fd\uff09\u3001MAS\uff08\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\uff09\u306a\u3069\u306e\u6a5f\u95a2\u304b\u3089\u306e\u7279\u5b9a\u306e\u56fd\u5185\u8981\u4ef6\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u307e\u305f\u3001GDPR\u306a\u3069\u306e\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u898f\u5236\u306b\u3082\u6e96\u62e0\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-7-can-i-customise-the-onboarding-workflow-to-match-my-firm-s-specific-processes\"><strong>7. \u8cb4\u793e\u306e\u7279\u5b9a\u306e\u30d7\u30ed\u30bb\u30b9\u306b\u5408\u308f\u305b\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3067\u304d\u307e\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3067\u304d\u308b\u3053\u3068\u306f\u3001\u4e3b\u8981\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u91cd\u8981\u306a\u6a5f\u80fd\u3067\u3059\u3002\u30ce\u30fc\u30b3\u30fc\u30c9\u307e\u305f\u306f\u30ed\u30fc\u30b3\u30fc\u30c9\u306e\u8a2d\u5b9a\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001IT\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u3060\u3051\u3067\u306a\u304f\u3001\u30d3\u30b8\u30cd\u30b9\u30e6\u30fc\u30b6\u30fc\u3082\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u8a2d\u8a08\u304a\u3088\u3073\u5909\u66f4\u3067\u304d\u308b\u305f\u3081\u3001\u7279\u306b\u4fa1\u5024\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u30d3\u30b8\u30cd\u30b9\u56fa\u6709\u306e\u30cb\u30fc\u30ba\u306b\u9069\u5fdc\u3055\u305b\u3001\u8981\u4ef6\u306e\u5909\u66f4\u306b\u5408\u308f\u305b\u3066\u9032\u5316\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-8-what-is-the-role-of-ai-in-modern-client-onboarding\"><strong>8. \u8fd1\u5e74\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3051\u308bAI\u306e\u5f79\u5272\u306f\u4f55\u3067\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u77e5\u80fd\u306f\u3001\u8907\u96d1\u3067\u5224\u65ad\u3092\u8981\u3059\u308b\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304a\u3044\u3066\u307e\u3059\u307e\u3059\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002AI\u306f\u3001\u672c\u4eba\u78ba\u8a8d\u66f8\u985e\u306e\u30b9\u30ad\u30e3\u30f3\u3068\u5206\u6790\u3001\u4e0d\u6b63\u306a\u7533\u8acb\u306e\u691c\u51fa\u3001\u7591\u308f\u3057\u3044\u884c\u52d5\u30d1\u30bf\u30fc\u30f3\u306e\u7279\u5b9a\u3001\u3055\u3089\u306b\u306f\u9867\u5ba2\u3092\u30d7\u30ed\u30bb\u30b9\u306b\u6848\u5185\u3059\u308b\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u306e\u6d3b\u7528\u306a\u3069\u306b\u4f7f\u7528\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u52b9\u7387\u304c\u5411\u4e0a\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7ba1\u7406\u306e\u7cbe\u5ea6\u3068\u6709\u52b9\u6027\u3082\u9ad8\u307e\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-9-how-can-an-onboarding-platform-help-with-ongoing-monitoring\"><strong>9. \u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u7d99\u7d9a\u7684\u306a\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3061\u307e\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3055\u308c\u305f\u3089\u305d\u308c\u3067\u7d42\u308f\u308a\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30a6\u30a9\u30c3\u30c1\u30ea\u30b9\u30c8\u306b\u5bfe\u3059\u308b\u81ea\u52d5\u7684\u304b\u3064\u5b9a\u671f\u7684\u306a\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u306a\u3069\u306e\u7d99\u7d9a\u7684\u306a\u76e3\u8996\u306e\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u3079\u304d\u3067\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/2023%e5%b9%b4%e3%83%88%e3%83%a9%e3%83%b3%e3%82%b6%e3%82%af%e3%82%b7%e3%83%a7%e3%83%b3%e3%83%bb%e3%83%a2%e3%83%8b%e3%82%bf%e3%83%aa%e3%83%b3%e3%82%b0%e7%a9%b6%e6%a5%b5%e3%82%ac%e3%82%a4%e3%83%89\/\" target=\"_self\">\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/a> \u7570\u5e38\u306a\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u3092\u691c\u51fa\u3059\u308b\u305f\u3081\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306e\u95a2\u4fc2\u5168\u4f53\u3092\u901a\u3058\u3066\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u5909\u5316\u3092\u7279\u5b9a\u3057\u3001\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-10-is-it-better-to-choose-a-cloud-based-or-an-on-premise-solution\"><strong>10. \u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u3069\u3061\u3089\u3092\u9078\u3076\u306e\u304c\u3088\u308a\u826f\u3044\u3067\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u306f\u3001\u305d\u308c\u305e\u308c\u5229\u70b9\u304c\u3042\u308a\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u3088\u308a\u5927\u304d\u306a\u67d4\u8edf\u6027\u3001\u62e1\u5f35\u6027\u3001\u305d\u3057\u3066\u521d\u671f\u8cbb\u7528\u304c\u4f4e\u3044\u3068\u3044\u3046\u5229\u70b9\u304c\u3042\u308b\u4e00\u65b9\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30c7\u30fc\u30bf\u3068\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306b\u5bfe\u3059\u308b\u3088\u308a\u591a\u304f\u306e\u5236\u5fa1\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u4e00\u90e8\u306e\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306f\u3001 <a href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%80%e9%ab%98%e3%81%ae%e3%82%aa%e3%83%b3%e3%83%97%e3%83%ac%e3%83%9f%e3%82%b9crm-2023\/\" target=\"_self\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9<\/a>, \u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u542b\u3080\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u30e2\u30c7\u30eb\u306e\u9078\u629e\u80a2\u3092\u63d0\u4f9b\u3057\u3001\u4f01\u696d\u304c\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u898f\u5236\u3001\u904b\u7528\u8981\u4ef6\u306b\u6700\u3082\u9069\u3057\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u9078\u629e\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-take-the-next-step-towards-a-seamless-and-compliant-onboarding-future\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u672a\u6765\u3078\u3001\u6b21\u306e\u4e00\u6b69\u3092\u8e0f\u307f\u51fa\u3057\u307e\u3057\u3087\u3046<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8907\u96d1\u5316\u3059\u308b\u898f\u5236\u3068\u9ad8\u307e\u308b\u9867\u5ba2\u671f\u5f85\u306e\u4e16\u754c\u306b\u304a\u3044\u3066\u3001\u5f37\u529b\u3067\u4fca\u654f\u306a\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3082\u306f\u3084\u8d05\u6ca2\u54c1\u3067\u306f\u306a\u304f\u3001\u5fc5\u9808\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u81ea\u52d5\u5316\u3057\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u52b9\u7387\u5316\u3057\u3001\u512a\u308c\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3067\u304d\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u91cd\u8981\u306a\u7af6\u4e89\u512a\u4f4d\u6027\u3092\u7bc9\u304f\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9069\u5207\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u3001\u4f01\u696d\u304c\u3088\u308a\u901f\u304f\u52d5\u304d\u3001\u3088\u308a\u52b9\u7387\u7684\u306b\u4e8b\u696d\u3092\u884c\u3044\u3001\u6700\u521d\u304b\u3089\u3088\u308a\u6df1\u304f\u3001\u3088\u308a\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u5909\u9769\u3059\u308b\u6e96\u5099\u304c\u3067\u304d\u305f\u306a\u3089\u3001\u4e16\u754c\u6709\u6570\u306e\u91d1\u878d\u6a5f\u95a2\u304b\u3089\u4fe1\u983c\u3055\u308c\u3066\u3044\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002\u3069\u306e\u3088\u3046\u306b <a href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\">InvestGlass\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/a> \u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u81ea\u52d5\u5316\u3001\u6210\u9577\u306e\u52a0\u901f\u3001\u305d\u3057\u3066\u5c06\u6765\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u6210\u529f\u57fa\u76e4\u306e\u69cb\u7bc9\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u5305\u62ec\u7684\u306aCRM\u3068\u67d4\u8edf\u306a <a href=\"https:\/\/www.investglass.com\/ja\/%e6%8a%95%e8%b3%87%e5%ae%b6%e3%83%9d%e3%83%bc%e3%82%bf%e3%83%ab\/\" target=\"_self\">\u6295\u8cc7\u5bb6\u30dd\u30fc\u30bf\u30eb<\/a>, \u3001\u5f37\u529b\u306a\u3001\u3059\u3050\u306b\u4f7f\u3048\u308bKYC\/AML\u6a5f\u80fd\u306b\u3088\u308a\u3001\u6210\u529f\u3092\u771f\u5263\u306b\u8003\u3048\u308b\u898f\u5236\u5bfe\u8c61\u4f01\u696d\u306b\u3068\u3063\u3066\u7406\u60f3\u7684\u306a\u9078\u629e\u80a2\u3068\u306a\u308a\u307e\u3059\u3002InvestGlass\u306f\u3001\u898f\u5236\u5bfe\u8c61\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u6700\u9ad8\u306eKYC\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u3057\u3066\u969b\u7acb\u3063\u3066\u304a\u308a\u3001\u65e2\u5b58\u306e\u30b7\u30b9\u30c6\u30e0\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3055\u308c\u3001\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u8abf\u6574\u3055\u308c\u305f\u5805\u7262\u306a\u81ea\u52d5\u5316\u3001\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>In this article, you\u2019ll learn about the critical features of modern client onboarding platforms, how they help regulated financial institutions meet stringent KYC and AML requirements, and why integrated solutions like InvestGlass are leading the way in efficiency and compliance. A seamless onboarding flow is essential for regulated financial institutions, as it ensures that KYC checks are integrated smoothly into the customer journey while minimising friction. The use of digital identity plays a crucial role in enabling secure, remote verification and supporting regulatory compliance throughout the onboarding process. We will explore the challenges, the technology, and the best practices for creating a seamless and secure onboarding experience. Quick Answer For [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49370,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45,103,14],"class_list":["post-49401","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding","tag-finance","tag-kyc"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>InvestGlass vs Generic CRM: What Advisors Need to Know | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore how client onboarding platforms work well for regulated financial institutions, enhancing KYC and AML compliance seamlessly.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/\u898f\u5236\u5bfe\u8c61\u3068\u306a\u308b\u91d1\u878d\u6a5f\u95a2\u3067\u3001kyc\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u304a\u3088\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What Client Onboarding Platforms Work Well for Regulated Financial Institutions and Support KYC and AML Out of the Box?\" \/>\n<meta property=\"og:description\" content=\"In this article, you\u2019ll learn about the critical features of modern client\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/\u898f\u5236\u5bfe\u8c61\u3068\u306a\u308b\u91d1\u878d\u6a5f\u95a2\u3067\u3001kyc\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u304a\u3088\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-27T14:13:30+00:00\" \/>\n<meta property=\"article:modified_time\" 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InvestGlass","description":"\u898f\u5236\u5bfe\u8c61\u3068\u306a\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304cKYC\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u304a\u3088\u3073AML\uff08\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\uff09\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u5f37\u5316\u3057\u306a\u304c\u3089\u3001\u3069\u306e\u3088\u3046\u306b\u6a5f\u80fd\u3059\u308b\u304b\u3092\u63a2\u308b\u3002.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/ja\/\u898f\u5236\u5bfe\u8c61\u3068\u306a\u308b\u91d1\u878d\u6a5f\u95a2\u3067\u3001kyc\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u304a\u3088\/","og_locale":"ja_JP","og_type":"article","og_title":"What Client Onboarding Platforms Work Well for Regulated Financial Institutions and Support KYC and AML Out of the Box?","og_description":"In this article, you\u2019ll learn about the critical features of modern 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