{"id":50201,"date":"2026-05-19T10:39:04","date_gmt":"2026-05-19T08:39:04","guid":{"rendered":"https:\/\/www.investglass.com\/bank-request-for-proposal-how-financial-institutions-can-run-a-successful-banking-services-rfp\/"},"modified":"2026-05-19T11:34:41","modified_gmt":"2026-05-19T09:34:41","slug":"%e9%8a%80%e8%a1%8c%e3%81%ae%e6%8f%90%e6%a1%88%e4%be%9d%e9%a0%bc%ef%bc%88rfp%ef%bc%89-%e9%87%91%e8%9e%8d%e6%a9%9f%e9%96%a2%e3%81%8c%e6%88%90%e5%8a%9f%e3%81%99%e3%82%8b%e3%83%90%e3%83%b3%e3%82%ad","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/bank-request-for-proposal-how-financial-institutions-can-run-a-successful-banking-services-rfp\/","title":{"rendered":"\u9280\u884c\u306e\u63d0\u6848\u4f9d\u983c\u66f8: \u91d1\u878d\u6a5f\u95a2\u304c\u6210\u529f\u3059\u308b\u9280\u884c\u30b5\u30fc\u30d3\u30b9RFP\u3092\u5b9f\u65bd\u3059\u308b\u65b9\u6cd5"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\u8981\u70b9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e3%83%bb%e3%82%a2%e3%82%ba%e3%83%bb%e3%82%a2%e3%83%bb%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%ef%bc%88baas%ef%bc%89%e3%81%ae%e4%bb%95%e7%b5%84%e3%81%bf\/\" target=\"_self\">\u9280\u884c\u696d\u52d9<\/a> \u63d0\u6848\u4f9d\u983c\u66f8\uff08RFP\uff09\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u5168\u4f53\u3067\u6f5c\u5728\u7684\u306a\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u5ba2\u89b3\u7684\u306b\u6bd4\u8f03\u3059\u308b\u305f\u3081\u306e\u69cb\u9020\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u3002.<\/li>\n\n\n\n<li>2026\u5e74\u4e2d\u5805\u9280\u884c\u306e\u63d0\u6848\u4f9d\u983c\u66f8\uff08RFP\uff09\u306f\u3001\u8a08\u753b\u304b\u3089\u5951\u7d04\u7de0\u7d50\u307e\u3067\u901a\u5e3810\uff5e14\u9031\u9593\u304b\u304b\u308a\u3001\u8907\u96d1\u3055\u306b\u3088\u3063\u3066\u306f\u591a\u304f\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306710\uff5e12\u9031\u9593\u3068\u306a\u308a\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u660e\u78ba\u306a\u8a55\u4fa1\u57fa\u6e96\u3001\u91cd\u307f\u4ed8\u3051\u4fc2\u6570\u3001\u8a55\u4fa1\u30de\u30c8\u30ea\u30c3\u30af\u30b9\u306f\u3001\u5358\u306b\u624b\u6570\u6599\u304c\u6700\u3082\u5b89\u3044\u3068\u3044\u3046\u3060\u3051\u3067\u306a\u304f\u3001\u7d44\u7e54\u304c\u9069\u5207\u306a\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u9078\u629e\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/li>\n\n\n\n<li>InvestGlass\u306e\u3088\u3046\u306a\u6b27\u5dde\u304a\u3088\u3073\u30b9\u30a4\u30b9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u8ca1\u56e3\u3001\u516c\u7684\u6a5f\u95a2\u304c\u9867\u5ba2\u306e\u4e3b\u6a29\u3092\u4fdd\u8b77\u3057\u3001\u30a2\u30e1\u30ea\u30ab\u307e\u305f\u306f\u4e2d\u56fd\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u4f9d\u5b58\u3092\u56de\u907f\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u3053\u306e\u8a18\u4e8b\u306f\u3001\u8ca1\u52d9\u3001\u30c8\u30ec\u30b8\u30e3\u30ea\u30fc\u3001\u8abf\u9054\u3001IT\u3001\u6cd5\u52d9\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u3001\u4eba\u4e8b\u30c1\u30fc\u30e0\u304c\u3059\u3050\u306b\u5b9f\u65bd\u3067\u304d\u308b\u3001\u5b9f\u7528\u7684\u306a\u30ac\u30d0\u30ca\u30f3\u30b9\u3001\u6587\u66f8\u5316\u3001\u610f\u601d\u6c7a\u5b9a\u3001\u304a\u3088\u3073\u7ba1\u7406\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-why-banking-rfps-matter-in-2026\">\u306f\u3058\u3081\u306b\uff1a2026\u5e74\u306b\u9280\u884c\u306eRFP\u304c\u91cd\u8981\u3067\u3042\u308b\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u516c\u5171\u56e3\u4f53\u3001\u6cd5\u4eba\u3001\u975e\u55b6\u5229\u56e3\u4f53\u3001\u5e74\u91d1\u5236\u5ea6\u3001\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306f\u901a\u5e38\u30013\u5e74\u304b\u30895\u5e74\u3054\u3068\u306b\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u3092\u898b\u76f4\u3057\u307e\u3059\u3002RFP\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u8005\u304c\u7af6\u4e89\u529b\u306e\u3042\u308b\u6599\u91d1\u3092\u63d0\u793a\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u3001\u7d44\u7e54\u306e\u6587\u5316\u306b\u6700\u3082\u9069\u3057\u305f\u30d9\u30f3\u30c0\u30fc\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u7d44\u7e54\u304c\u9280\u884c\u624b\u6570\u6599\u3092\u524a\u6e1b\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002, <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%ab%e3%82%b9%e3%82%bf%e3%83%9e%e3%83%bc%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b\/\" target=\"_self\">\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9<\/a>, \u3001\u305d\u3057\u3066\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3078\u306e\u30cb\u30fc\u30ba\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u6c7a\u6e08\u3001ISO 20022\u79fb\u884c\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001GDPR\u3001PSD2\u3001DORA\u3001\u305d\u3057\u3066\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u306f <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%a9%e3%82%a4%e3%83%99%e3%83%bc%e3%83%88%e3%83%90%e3%83%b3%e3%82%af%e3%81%ae%e4%bd%9c%e3%82%8a%e6%96%b9\/\" target=\"_self\">\u9280\u884c\u3092\u4f5c\u308a\u307e\u3057\u305f<\/a> \u30b5\u30fc\u30d3\u30b9 RFP\u3001\u7279\u306b\u6b27\u5dde\u304a\u3088\u3073\u82f1\u56fd\u3067\u3088\u308a\u8981\u6c42\u304c\u53b3\u3057\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30ac\u30a4\u30c9\u306f\u3001\u900f\u660e\u6027\u304c\u3042\u308a\u76e3\u67fb\u53ef\u80fd\u306a\u9078\u5b9a\u3092\u6c42\u3081\u308b\u8ca1\u52d9\u62c5\u5f53\u53d6\u7de0\u5f79\u3001\u8ca1\u52d9\u62c5\u5f53\u8005\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30ea\u30fc\u30c0\u30fc\u3001\u53d6\u7de0\u5f79\u4f1a\u30e1\u30f3\u30d0\u30fc\u3001\u304a\u3088\u3073\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u5411\u3051\u306b\u3001\u82f1\u56fd\u82f1\u8a9e\u3067\u66f8\u304b\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306f\u30b9\u30a4\u30b9\u306e <a href=\"https:\/\/www.investglass.com\/ja\/%e4%b8%bb%e6%a8%a9%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b\/\" target=\"_self\">\u541b\u4e3b<\/a> CRM\u304a\u3088\u3073\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3002 RFP\u306e\u524d\u3001\u6700\u4e2d\u3001\u5f8c\u306b\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3001\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u9280\u884c\u304a\u3088\u3073\u91d1\u878d\u6a5f\u95a2\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002, <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e4%bd%9c%e3%82%8a%e6%96%b9-2025%e5%b9%b4%e3%81%b8%e3%81%ae%e6%9c%80%e8%89%af%e3%81%ae%e3%83%92%e3%83%b3%e3%83%88\/\" target=\"_self\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<\/a> \u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u304a\u3088\u3073\u30b9\u30a4\u30b9\u306b\u30db\u30b9\u30c8\u3055\u308c\u305f\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u4e0a\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-banking-rfp-basics\">\u9280\u884cRFP\u306e\u57fa\u672c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u5411\u3051\u63d0\u6848\u4f9d\u983c\u66f8\uff08RFP\uff09\u306f\u3001\u9280\u884c\u5546\u54c1\u3092\u6c42\u3081\u308b\u6a5f\u95a2\u304c\u6f5c\u5728\u7684\u306a\u30d9\u30f3\u30c0\u30fc\u306b\u767a\u884c\u3059\u308b\u3001\u30a2\u30f3\u30b1\u30fc\u30c8\u5f62\u5f0f\u306eExcel\u3001Word\u3001PDF\u30d5\u30a1\u30a4\u30eb\u3001\u304a\u3088\u3073\u6b63\u5f0f\u306a\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306a\u30c8\u30ea\u30ac\u30fc\u3068\u3057\u3066\u306f\u3001\u5951\u7d04\u6e80\u4e86\u3001\u624b\u6570\u6599\u306e\u5f15\u304d\u4e0a\u3052\u3001\u5408\u4f75\u3001\u30b5\u30dd\u30fc\u30c8\u4f53\u5236\u306e\u4e0d\u5099\u3001\u65b0\u3057\u3044\u652f\u6255\u3044\u30eb\u30fc\u30eb\u3001\u8907\u6570\u901a\u8ca8\u306e\u5fc5\u8981\u6027\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30b5\u30fc\u30d3\u30b9\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u4e00\u822c\u7684\u306a\u9280\u884c\u30b5\u30fc\u30d3\u30b9RFP\u3067\u306f\u3001\u53e3\u5ea7\u3001\u652f\u6255\u3044\u3001\u6d41\u52d5\u6027\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306a\u3069\u304c\u5bfe\u8c61\u3068\u306a\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\u7279\u5b9a\u306eRFP\u3067\u306f\u3001\u5916\u56fd\u70ba\u66ff\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u3001\u30de\u30fc\u30c1\u30e3\u30f3\u30c8\u30a2\u30af\u30ef\u30a4\u30a2\u30ea\u30f3\u30b0\u3001\u30a8\u30b9\u30af\u30ed\u30fc\u3001\u8cbf\u6613\u91d1\u878d\u3001\u30c7\u30b8\u30bf\u30eb\u30c1\u30e3\u30cd\u30eb\u306a\u3069\u306b\u5bfe\u51e6\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u516c\u5171\u90e8\u9580\u306e\u7d44\u7e54\u3084\u5e74\u91d1\u57fa\u91d1\u3067\u306f\u3001\u8abf\u9054\u898f\u5247\u306b\u3088\u308aRFP\uff08Request for Proposal\uff1a\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u304c\u3057\u3070\u3057\u3070\u8981\u6c42\u3055\u308c\u307e\u3059\u3002RFP\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u9280\u884c\u304c\u900f\u660e\u6027\u306e\u3042\u308b\u53d7\u8a17\u8005\u8cac\u4efb\u306b\u57fa\u3065\u3044\u305f\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u3001\u53d6\u7de0\u5f79\u4f1a\u306e\u305f\u3081\u306b\u76e3\u67fb\u8a3c\u8de1\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png\" alt=\"InvestGlass \u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM\" class=\"wp-image-49341\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global.png 1384w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-an-rfp-in-banking\">\u9280\u884c\u306b\u304a\u3051\u308bRFP\u3068\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u306b\u304a\u3051\u308b\u63d0\u6848\u4f9d\u983c\u66f8\uff08RFP\uff09\u306f\u3001\u7279\u5b9a\u306e\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u3059\u308b\u5b8c\u5168\u306a\u63d0\u6848\u3092\u6c42\u3081\u308b\u3001\u9078\u5b9a\u3055\u308c\u305f\u9280\u884c\u306b\u9001\u4ed8\u3055\u308c\u308b\u69cb\u9020\u5316\u3055\u308c\u305f\u66f8\u9762\u306b\u3088\u308b\u62db\u5f85\u72b6\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u5e38\u3001\u4ee5\u4e0b\u3092\u5c0b\u306d\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6599\u91d1\u4f53\u7cfb\u304a\u3088\u3073\u624b\u6570\u6599\u4f53\u7cfb<\/li>\n\n\n\n<li>\u5b9f\u65bd\u8a08\u753b\u3068\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u5951\u7d04<\/li>\n\n\n\n<li>\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3001API\u3001\u30db\u30b9\u30c8\u9593\u63a5\u7d9a\u3001ISO20022\u5bfe\u5fdc<\/li>\n\n\n\n<li>\u30aa\u30f3\u30e9\u30a4\u30f3\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5c65\u6b74<\/li>\n\n\n\n<li>\u95a2\u4fc2\u7ba1\u7406\u4f53\u5236\u3001\u8cc7\u683c\u8981\u4ef6\u3001\u304a\u3088\u3073\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30b5\u30dd\u30fc\u30c8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">RFP\u306f\u3001\u56de\u7b54\u8005\u304c\u540c\u3058\u8cea\u554f\u306b\u540c\u3058\u4eee\u5b9a\u3001\u7de0\u5207\u3001\u5f62\u5f0f\u3067\u56de\u7b54\u3059\u308b\u305f\u3081\u3001\u6bd4\u8f03\u53ef\u80fd\u6027\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002RFI\u306f\u5e02\u5834\u8abf\u67fb\u306b\u4f7f\u7528\u3055\u308c\u308b\u306e\u306b\u5bfe\u3057\u3001RFQ\u306f\u3088\u308a\u9650\u5b9a\u7684\u3067\u4fa1\u683c\u91cd\u8996\u3067\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"744\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/m-094toos4e-1024x744.jpg\" alt=\"\u5316\u7ca7\u9053\u5177\u3092\u6301\u3063\u305f\u4eba\u3005\u304c\u673a\u306e\u8fd1\u304f\u306b\u7acb\u3063\u3066\u3044\u308b\" class=\"wp-image-30617\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/m-094toos4e-1024x744.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/m-094toos4e-300x218.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/m-094toos4e-768x558.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/m-094toos4e-1536x1116.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/m-094toos4e.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u3042\u3089\u3086\u308b\u5834\u6240\u304b\u3089\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3059\u308b\u3053\u3068\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30d7\u30ed\u30bb\u30b9\u3067\u3059<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-organisations-issue-banking-rfps\">\u7d44\u7e54\u304c\u9280\u884cRFP\u3092\u767a\u884c\u3059\u308b\u7406\u7531<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">RFP\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u7d44\u7e54\u304c\u73fe\u5728\u306e\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u8005\u3092\u5b9a\u671f\u7684\u306b\u8a55\u4fa1\u3057\u3001\u5e02\u5834\u3067\u5229\u7528\u53ef\u80fd\u306a\u6700\u826f\u306e\u4fa1\u5024\u3068\u30b5\u30fc\u30d3\u30b9\u3092\u5f97\u3089\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52d5\u6a5f\u306f\u901a\u5e38\u3001\u69d8\u3005\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8ca1\u52d9\uff1a\u53d6\u5f15\u624b\u6570\u6599\u306e\u524a\u6e1b\u3001\u624b\u6570\u6599\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3001\u5229\u56de\u308a\u306e\u5411\u4e0a\u3001\u53e3\u5ea7\u306e\u7d71\u5408.<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\uff1a\u8cc7\u672c\u529b\u3001\u30ec\u30b8\u30ea\u30a8\u30f3\u30b9\u3001\u30b5\u30a4\u30d0\u30fc\u7ba1\u7406\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a8d\u8a3c\u3001\u898f\u5236\u9075\u5b88\u3092\u8a55\u4fa1\u3059\u308b\u3002.<\/li>\n\n\n\n<li>\u6226\u7565\uff1a\u30c7\u30b8\u30bf\u30eb\u5316\u306e\u5411\u4e0a\u3001\u30b9\u30c8\u30ec\u30fc\u30c8\u30fb\u30b9\u30eb\u30fc\u30fb\u30d7\u30ed\u30bb\u30c3\u30b7\u30f3\u30b0\u3001CRM\u7d71\u5408\u3001ERP\u9023\u643a\u3001\u304a\u3088\u3073 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ae%e5%88%a9%e7%82%b9%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%ef%bc%9f\/\" target=\"_self\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/a>.<\/li>\n\n\n\n<li>\u30ac\u30d0\u30ca\u30f3\u30b9\uff1a\u76e3\u67fb\u3001\u516c\u7684\u8cc7\u91d1\u3001\u5e74\u91d1\u8cc7\u7523\u3001\u9867\u5ba2\u8cc7\u7523\u3001\u304a\u3088\u3073\u6295\u8cc7\u59d4\u54e1\u4f1a\u306e\u610f\u601d\u6c7a\u5b9a\u3092\u6587\u66f8\u5316\u3059\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u63d0\u643a\u9280\u884c\u3001\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30d1\u30fc\u30c8\u30ca\u30fc\u3001\u304a\u3088\u3073\u9069\u683c\u306a\u6295\u8cc7\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u9078\u5b9a\u3059\u308b\u305f\u3081\u306b\u3082RFP\u3092\u4f7f\u7528\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-planning-a-bank-request-for-proposal\">\u9280\u884c\u5411\u3051\u63d0\u6848\u4f9d\u983c\u66f8\uff08RFP\uff09\u306e\u4f5c\u6210<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u767a\u884c\u524d\u306e3\uff5e4\u9031\u9593\u306e\u614e\u91cd\u306a\u8a08\u753b\u306b\u3088\u308a\u3001\u4e0d\u660e\u78ba\u306a\u56de\u7b54\u3084\u624b\u623b\u308a\u304c\u524a\u6e1b\u3055\u308c\u307e\u3059\u3002\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u8005\u3068\u5b9a\u671f\u7684\u306b\u3084\u308a\u53d6\u308a\u3059\u308b\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u306b\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3092\u5b9f\u65bd\u3057\u3001RFP\u306e\u7bc4\u56f2\u3068\u512a\u5148\u4e8b\u9805\u3092\u5b9a\u7fa9\u3059\u308b\u305f\u3081\u306e\u6d1e\u5bdf\u3092\u53ce\u96c6\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ca1\u52d9\u3001\u7d4c\u7406\u3001\u8abf\u9054\u3001IT\u3001\u6cd5\u52d9\u3001\u30ea\u30b9\u30af\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u304a\u3088\u3073\u95a2\u9023\u3059\u308b\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u30c1\u30fc\u30e0\u3092\u7de8\u6210\u3057\u307e\u3059\u3002\u30ea\u30af\u30a8\u30b9\u30c8\u304c\u3059\u3079\u3066\u306e\u30b5\u30fc\u30d3\u30b9\u30921\u3064\u306e\u30ed\u30c3\u30c8\u3067\u30ab\u30d0\u30fc\u3059\u308b\u304b\u3001\u3042\u308b\u3044\u306f\u652f\u6255\u3044\u3001\u9810\u91d1\u3001\u8cb8\u4ed8\u3001\u70ba\u66ff\u3001\u5c02\u9580\u30b5\u30fc\u30d3\u30b9\u3092\u500b\u5225\u306b\u6271\u3046\u304b\u6c7a\u5b9a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-scope-objectives-and-budget\">\u30b9\u30b3\u30fc\u30d7\u3001\u76ee\u6a19\u3001\u4e88\u7b97\u306e\u5b9a\u7fa9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5305\u62ec\u7684\u306a\u9280\u884c\u5411\u3051RFP\u306b\u306f\u3001\u65e2\u5b58\u306e\u95a2\u4fc2\u3084\u53d6\u5f15\u91cf\u3092\u542b\u3080\u73fe\u5728\u306e\u9280\u884c\u74b0\u5883\u306b\u95a2\u3059\u308b\u60c5\u5831\u304c\u5fc5\u8981\u3067\u3059\u3002\u53e3\u5ea7\u6570\u3001\u901a\u8ca8\u3001\u5e73\u5747\u6b8b\u9ad8\u3001\u5e74\u9593\u652f\u6255\u3044\u624b\u6570\u6599\u3001\u53d6\u5f15\u306e\u7a2e\u985e\u3001\u304a\u3088\u3073\u554f\u984c\u70b9\u3092\u542b\u3081\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9069\u5207\u306b\u69cb\u6210\u3055\u308c\u305f\u8ca1\u52d9RFP\u306b\u306f\u3001\u7d44\u7e54\u306e\u8ca1\u52d9\u76ee\u6a19\u3068\u5019\u88dc\u6a5f\u95a2\u306e\u8a73\u7d30\u306a\u4ed5\u69d8\u304c\u5b9a\u7fa9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u76ee\u6a19\u624b\u6570\u6599\u524a\u6e1b\u3001\u683c\u4ed8\u3051\u57fa\u6e96\u3001\u6700\u9577\u5c0e\u5165\u671f\u9593\u30012027\u5e74\u307e\u3067\u306e\u30c7\u30b8\u30bf\u30eb\u80fd\u529b\u306a\u3069\u3001\u6e2c\u5b9a\u53ef\u80fd\u306a\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u307e\u3059\u3002\u5951\u7d04\u671f\u9593\uff08\u901a\u5e383\u301c5\u5e74\uff09\u3001\u5ef6\u9577\u30aa\u30d7\u30b7\u30e7\u30f3\u3001\u4e88\u7b97\u4e0a\u9650\u3001\u5bfe\u8c61\u3068\u306a\u308b\u5b50\u4f1a\u793e\u3001ESG\u306e\u512a\u5148\u4e8b\u9805\u3092\u5b9a\u7fa9\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-governance-roles-and-responsibilities\">\u30ac\u30d0\u30ca\u30f3\u30b9\u3001\u5f79\u5272\u3001\u8cac\u4efb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30ea\u30fc\u30c0\u30fc\uff08\u591a\u304f\u306e\u5834\u5408\u3001\u8ca1\u52d9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u307e\u305f\u306f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u8cac\u4efb\u8005\uff09\u30921\u540d\u4efb\u547d\u3057\u3001\u30ab\u30ec\u30f3\u30c0\u30fc\u3001\u66f8\u985e\u7ba1\u7406\u3001\u8cea\u554f\u4e8b\u9805\u767b\u9332\u3001\u304a\u3088\u3073\u3059\u3079\u3066\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u7ba1\u7406\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a55\u4fa1\u59d4\u54e1\u4f1a\u306b\u306f\u3001\u8ca1\u52d9\u3001IT\u3001\u6cd5\u52d9\u3001\u8abf\u9054\u3001\u30ea\u30b9\u30af\u3001\u304a\u3088\u3073\u65e5\u5e38\u306e\u9280\u884c\u696d\u52d9\u306e\u5c02\u9580\u5bb6\u3092\u542b\u3081\u308b\u3079\u304d\u3067\u3059\u3002\u30b3\u30f3\u30d5\u30ea\u30af\u30c8\u30eb\u30fc\u30eb\u3001\u610f\u601d\u6c7a\u5b9a\u6a29\u3001\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30d1\u30b9\u3001\u304a\u3088\u3073\u6700\u7d42\u6c7a\u5b9a\u3092\u7406\u4e8b\u4f1a\u306b\u63d0\u793a\u3059\u308b\u62c5\u5f53\u8005\u3092\u78ba\u7acb\u3057\u307e\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u3001\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3055\u308c\u305f\u5b89\u5168\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u6563\u5728\u3059\u308b\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u30b9\u30ec\u30c3\u30c9\u3088\u308a\u3082\u671b\u307e\u3057\u3044\u3067\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-draft-a-banking-services-rfp-document\">\u9280\u884c\u30b5\u30fc\u30d3\u30b9RFP\u6587\u66f8\u306e\u4f5c\u6210\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u66f8\u4f5c\u6210\u6642\u306b\u6700\u3082\u4fa1\u5024\u304c\u751f\u307e\u308c\u307e\u3059\u3002\u5178\u578b\u7684\u306a2026\u5e74\u306e\u9280\u884c\u30b5\u30fc\u30d3\u30b9RFP\u306f\u300125\u301c60\u30da\u30fc\u30b8\u306b\u4ed8\u9332\u304c\u8ffd\u52a0\u3055\u308c\u3001\u5e73\u6613\u306a\u82f1\u56fd\u82f1\u8a9e\u3001\u756a\u53f7\u4ed8\u304d\u306e\u8cea\u554f\u3001\u4fa1\u683c\u8a2d\u5b9a\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3001\u304a\u3088\u3073\u660e\u78ba\u306a\u63d0\u51fa\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u304c\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">RFP\u306f\u3001\u7d44\u7e54\u306e\u7c21\u5358\u306a\u8aac\u660e\u3068RFP\u306e\u4e3b\u306a\u76ee\u7684\u3067\u3042\u308b\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u6982\u8981\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002RFP\u306f\u3001\u7d44\u7e54\u306e\u30df\u30c3\u30b7\u30e7\u30f3\u3001\u69cb\u9020\u3001\u9577\u671f\u76ee\u6a19\u3001\u304a\u3088\u3073\u95a2\u9023\u3059\u308b\u30dd\u30ea\u30b7\u30fc\u3084\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30ec\u30dd\u30fc\u30c8\u306a\u3069\u3001\u6f5c\u5728\u7684\u306a\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304c\u305d\u306e\u30cb\u30fc\u30ba\u3092\u7406\u89e3\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u60c5\u5831\u3092\u63d0\u4f9b\u3059\u308b\u3079\u304d\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-essential-sections-of-the-banking-rfp\">\u9280\u884cRFQ\u306e\u5fc5\u9808\u30bb\u30af\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u542b\u3081\u308b<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc\uff1a\u76ee\u7684\u3001\u671f\u9593\u3001\u76ee\u6a19\u3001\u304a\u3088\u3073\u62c5\u5f53\u8005\u3002.<\/li>\n\n\n\n<li>\u7d44\u7e54\u6982\u8981\uff1a\u6cd5\u7684\u69cb\u9020\u3001\u6cbf\u9769\u3001\u6240\u5728\u5730\u3001\u9867\u5ba2\u3001\u58f2\u4e0a\u9ad8\u3001\u8cc7\u7523\u3001\u304a\u3088\u3073\u512a\u5148\u4e8b\u9805.<\/li>\n\n\n\n<li>\u73fe\u5728\u306e\u9280\u884c\u74b0\u5883\uff1a\u65e2\u5b58\u306e\u9280\u884c\u3001\u53e3\u5ea7\u3001\u53d6\u5f15\u91cf\u3001\u304a\u3088\u3073\u8ab2\u984c.<\/li>\n\n\n\n<li>\u30ea\u30af\u30a8\u30b9\u30c8\u3055\u308c\u305f\u30b5\u30fc\u30d3\u30b9\uff1a\u666e\u901a\u9810\u91d1\u53e3\u5ea7\u3001\u6c7a\u6e08\u3001\u6d41\u52d5\u6027\u3001\u5916\u56fd\u70ba\u66ff\u3001\u30ab\u30fc\u30c9\u3001\u8cbf\u6613\u91d1\u878d\u3001\u307e\u305f\u306f\u30a8\u30b9\u30af\u30ed\u30fc\u3002.<\/li>\n\n\n\n<li>\u63d0\u6848\u6307\u793a\uff1a\u6a5f\u5bc6\u4fdd\u6301\u3001\u66f8\u5f0f\u898f\u5247\u3001\u5fc5\u8981\u90e8\u6570\u3001\u63d0\u51fa\u30dd\u30fc\u30bf\u30eb\u3001\u7de0\u3081\u5207\u308a\u3001\u56de\u7b54\u5f62\u5f0f\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-technical-security-and-integration-requirements\">\u6280\u8853\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u304a\u3088\u3073\u7d71\u5408\u8981\u4ef6<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u696d\u754c\u306f\u53b3\u3057\u304f\u898f\u5236\u3055\u308c\u3066\u304a\u308a\u3001\u30d9\u30f3\u30c0\u30fc\u306fRFP\uff08\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u3067\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u4f53\u5236\u3001\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30dd\u30ea\u30b7\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u5b9f\u7e3e\u3092\u8a73\u7d30\u306b\u8aac\u660e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d7\u30ed\u30c8\u30b3\u30eb\u306f\u3001\u9280\u884c\u304cRFP\u63d0\u51fa\u306b\u304a\u3044\u3066\u5bfe\u51e6\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u91cd\u8981\u306a\u8981\u7d20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u8981\u7d20\u8a8d\u8a3c\u3001\u30e6\u30fc\u30b6\u30fc\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3001\u76e3\u67fb\u8a3c\u8de1\u3001API\u3001\u7de0\u5207\u6642\u9593\u3001\u30d5\u30a1\u30a4\u30eb\u5f62\u5f0f\u3001SEPA\u3001UK Faster Payments\u3001ISO 20022\u306epain\u3068camt\u30e1\u30c3\u30bb\u30fc\u30b8\u3001\u707d\u5bb3\u5fa9\u65e7\u3001\u30c7\u30fc\u30bf\u51e6\u7406\u5834\u6240\u3001\u30af\u30e9\u30a6\u30c9\u4e0b\u8acb\u3051\u696d\u8005\u306b\u3064\u3044\u3066\u8cea\u554f\u3057\u307e\u3059\u3002\u30e8\u30fc\u30ed\u30c3\u30d1\u3067\u306f\u3001DORA\u306eICT\u30ea\u30b9\u30af\u3068\u7b2c\u4e09\u8005\u76e3\u8996\u306b\u95a2\u3059\u308b\u671f\u5f85\u4e8b\u9805\uff08\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306f\uff5e\uff09\u3092\u542b\u3081\u3066\u304f\u3060\u3055\u3044\u3002 <a href=\"https:\/\/www.eba.europa.eu\/activities\/direct-supervision-and-oversight\/digital-operational-resilience-act\" target=\"_self\">\u6b27\u5dde\u9280\u884c\u76e3\u7763\u6a5f\u69cb\uff08EBA\uff09\u306eDORA\u60c5\u5831<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-pricing-service-levels-and-implementation\">\u4fa1\u683c\u8a2d\u5b9a\u3001\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u3001\u304a\u3088\u3073\u5b9f\u88c5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30ab\u30a6\u30f3\u30c8\u30bf\u30a4\u30d7\u3001\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u30bf\u30a4\u30d7\u3001\u30c1\u30e3\u30cd\u30eb\u3001\u4ed8\u5e2f\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u4e00\u6642\u7684\u306a\u5b9f\u88c5\u8cbb\u7528\u3054\u3068\u306e\u8a73\u7d30\u306a\u4fa1\u683c\u8a2d\u5b9a\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u30ea\u30af\u30a8\u30b9\u30c8\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u540c\u7a2e\u6bd4\u8f03\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u7dcf\u30b3\u30b9\u30c8\u306e\u6c7a\u5b9a\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b7\u30b9\u30c6\u30e0\u53ef\u7528\u6027\u3001\u652f\u6255\u3044\u51e6\u7406\u3001\u30b5\u30dd\u30fc\u30c8\u5bfe\u5fdc\u3001\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u51e6\u7406\u3001\u304a\u3088\u3073\u30d5\u30a1\u30a4\u30eb\u30ab\u30c3\u30c8\u30aa\u30d5\u306e\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u3092\u5b9a\u7fa9\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u5404\u56de\u7b54\u8005\u306b\u306f\u3001\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3001\u30ea\u30bd\u30fc\u30b9\u3001\u30c6\u30b9\u30c8\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3001\u62c5\u5f53\u8005\u540d\u3001\u304a\u3088\u3073\u672c\u756a\u7a3c\u50cd\u30a6\u30a3\u30f3\u30c9\u30a6\u3092\u542b\u3080\u5b9f\u88c5\u8a08\u753b\u3092\u63d0\u4f9b\u3059\u308b\u3088\u3046\u6c42\u3081\u3066\u304f\u3060\u3055\u3044\u3002, <a href=\"https:\/\/www.investglass.com\/ja\/10-%e6%96%b0%e9%ae%ae%e3%81%aa%e8%a8%80%e3%81%84%e6%96%b9\/\" target=\"_self\">\u4f8b\u3048\u3070<\/a> 2026\u5e74\u7b2c4\u56db\u534a\u671f\u304b\u30892027\u5e74\u7b2c2\u56db\u534a\u671f.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-1-1024x701.png\" alt=\"\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u53d6\u5f15\u7ba1\u7406\" class=\"wp-image-47417\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-1-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-1-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-1-768x525.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-1-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-1.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u53d6\u5f15\u7ba1\u7406<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-running-the-banking-rfp-process\">\u9280\u884cRFP\u30d7\u30ed\u30bb\u30b9\u306e\u5b9f\u884c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7684\u306a\u624b\u9806\u306f\u3001\u8ab2\u984c\u63d0\u8d77\u3001\u8cea\u7591\u5fdc\u7b54\u3001\u56de\u7b54\u53d7\u9818\u3001\u7db2\u7f85\u6027\u30ec\u30d3\u30e5\u30fc\u3001\u30ed\u30f3\u30b0\u30ea\u30b9\u30c8\u3001\u30b7\u30e7\u30fc\u30c8\u30ea\u30b9\u30c8\u3001\u6700\u7d42\u5019\u88dc\u8005\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001\u4ea4\u6e09\u3001\u63a8\u85a6\u3067\u3059\u3002\u9280\u884c\u304b\u3089\u306e\u56de\u7b54\u306b\u306f\u6700\u4f4e4\u9031\u9593\u3001\u793e\u5185\u8a55\u4fa1\u306b\u306f2\uff5e3\u9031\u9593\u3092\u898b\u8fbc\u3093\u3067\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-issuing-the-rfp-and-managing-q-amp-a\">RFP\u306e\u767a\u884c\u3068\u8cea\u7591\u5fdc\u7b54\u306e\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fe1\u7528\u529b\u3001\u5730\u7406\u7684\u6761\u4ef6\u3001\u80fd\u529b\u3001\u304a\u3088\u3073\u9069\u7528\u3055\u308c\u308b\u5834\u5408\u306f\u7c73\u56fd\u5165\u672d\u8005\u304cFDIC\u4f1a\u54e1\u3067\u3042\u308b\u304b\u3069\u3046\u304b\u306b\u57fa\u3065\u3044\u3066\u3001\u9069\u5207\u306a\u6a5f\u95a2\u30924\uff5e8\u793e\u62db\u5f85\u3057\u3066\u304f\u3060\u3055\u3044\u3002RFP\u306f\u30bb\u30ad\u30e5\u30a2\u30dd\u30fc\u30bf\u30eb\u307e\u305f\u306f\u6697\u53f7\u5316\u3055\u308c\u305f\u30c1\u30e3\u30cd\u30eb\u7d4c\u7531\u3067\u9001\u4fe1\u3057\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u767a\u884c\u304b\u3089\u7d0410\u65e5\u5f8c\u306b\u660e\u78ba\u5316\u306e\u7de0\u3081\u5207\u308a\u3092\u8a2d\u5b9a\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u9280\u884c\u306b\u8cea\u554f\u3068\u56de\u7b54\u3092\u307e\u3068\u3081\u3066\u516c\u958b\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u500b\u5225\u306e\u3084\u308a\u53d6\u308a\u306f\u907f\u3051\u3001\u3059\u3079\u3066\u306e\u56de\u7b54\u3092\u5358\u4e00\u306e\u8a18\u9332\u306b\u307e\u3068\u3081\u3066\u304f\u3060\u3055\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluating-responses-and-scoring\">\u5fdc\u7b54\u306e\u8a55\u4fa1\u3068\u63a1\u70b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305a\u3001\u5b8c\u5168\u6027\u30c1\u30a7\u30c3\u30af\u3092\u5b9f\u884c\u3057\u307e\u3059\u3002RFP\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3044\u3066\u3001\u63d0\u6848\u306e\u660e\u78ba\u306a\u8a55\u4fa1\u57fa\u6e96\u3068\u91cd\u307f\u4ed8\u3051\u3092\u78ba\u7acb\u3059\u308b\u3053\u3068\u306f\u3001\u7d44\u7e54\u304c\u5fdc\u7b54\u3092\u5ba2\u89b3\u7684\u306b\u63a1\u70b9\u30fb\u6bd4\u8f03\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u3001\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u516c\u6b63\u306a\u9078\u5b9a\u3092\u4fdd\u8a3c\u3059\u308b\u305f\u3081\u3001\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u3059\u308bRFP\u306b\u306f\u3001\u63d0\u6848\u3092\u63a1\u70b9\u3059\u308b\u305f\u3081\u306e\u7279\u5b9a\u306e\u52a0\u91cd\u57fa\u6e96\u3092\u542b\u3080\u8a55\u4fa1\u30de\u30c8\u30ea\u30c3\u30af\u30b9\u3092\u76db\u308a\u8fbc\u3080\u3079\u304d\u3067\u3059\u3002RFP\u56de\u7b54\u3092\u8a55\u4fa1\u3059\u308b\u305f\u3081\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092\u958b\u767a\u3059\u308b\u969b\u3001\u7d44\u7e54\u306f\u5ba2\u89b3\u7684\u306b\u63a1\u70b9\u3067\u304d\u3001\u5404\u63d0\u6848\u9280\u884c\u306b\u4e00\u8cab\u3057\u3066\u9069\u7528\u3067\u304d\u308b\u57fa\u6e96\u304b\u3089\u59cb\u3081\u308b\u3079\u304d\u3067\u3059\u3002\u5404\u8a55\u4fa1\u57fa\u6e96\u306e\u52a0\u91cd\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u306f\u3001\u30b3\u30b9\u30c8\u3001\u30b5\u30fc\u30d3\u30b9\u54c1\u8cea\u3001\u307e\u305f\u306f\u7279\u5b9a\u306e\u80fd\u529b\u306a\u3069\u3001\u7d44\u7e54\u306b\u3068\u3063\u3066\u6700\u3082\u91cd\u8981\u306a\u3082\u306e\u3092\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u3067\u304d\u308b\u305f\u3081\u3001\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30b3\u30a2\u3001\u30b3\u30b9\u30c8\u3001\u30b5\u30fc\u30d3\u30b9\u54c1\u8cea\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u95a2\u4fc2\u30b5\u30dd\u30fc\u30c8\u3001\u5b9f\u88c5\u3001\u304a\u3088\u3073\u30ec\u30b8\u30ea\u30a8\u30f3\u30b9\u3002InvestGlass CRM\u306f\u3001\u30b9\u30b3\u30a2\u3001\u30b3\u30e1\u30f3\u30c8\u3001\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u3001\u304a\u3088\u3073\u76e3\u67fb\u8a18\u9332\u3092\u5b89\u5168\u306b\u4fdd\u5b58\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-selecting-finalists-and-conducting-interviews\">\u6700\u7d42\u5019\u88dc\u8005\u306e\u9078\u5b9a\u3068\u9762\u63a5\u306e\u5b9f\u65bd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5019\u88dc\u8005\u30922\uff5e4\u4eba\u306b\u7d5e\u308a\u8fbc\u307f\u307e\u3059\u3002\u6700\u7d42\u5019\u88dc\u8005\u3078\u306e\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u306f\u3001\u30d9\u30f3\u30c0\u30fc\u9078\u5b9a\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u90e8\u5206\u3067\u3042\u308a\u3001\u7d44\u7e54\u304c\u6f5c\u5728\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u30c1\u30fc\u30e0\u306e\u5c02\u9580\u77e5\u8b58\u3068\u7d44\u7e54\u3068\u306e\u9069\u5408\u6027\u3092\u8a55\u4fa1\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u8005\u306b\u5bfe\u3057\u3066\u3001\u540c\u3058\u30a2\u30b8\u30a7\u30f3\u30c0\u3067\u3001\u6587\u5316\u3092\u8a55\u4fa1\u3057\u3066\u304f\u3060\u3055\u3044\u3002, <a href=\"https:\/\/www.investglass.com\/ja\/%e5%bc%b7%e5%9b%ba%e3%81%aa%e3%82%b3%e3%83%b3%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b8%e3%82%a7%e3%83%b3%e3%82%b7%e3%83%bc%e3%83%97%e3%83%a9%e3%83%b3%e3%82%92%e7%ad%96%e5%ae%9a%e3%81%99%e3%82%8b%e3%81%9f\/\" target=\"_self\">\u30b3\u30f3\u30c6\u30a3\u30f3\u30b8\u30a7\u30f3\u30b7\u30fc\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0<\/a>, \u3001\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u30d1\u30b9\u3001\u304a\u3088\u3073\u985e\u4f3c\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30b1\u30fc\u30b9\u30b9\u30bf\u30c7\u30a3\u3002\u5927\u898f\u6a21\u306a\u6848\u4ef6\u306e\u5834\u5408\u306f\u3001\u30b5\u30a4\u30c8\u8a2a\u554f\u304c\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-choosing-and-onboarding-the-banking-services-provider\">\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u9078\u5b9a\u3068\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u6bb5\u968e\u3067\u5206\u6790\u306f\u6307\u4ee4\u3078\u3068\u5909\u308f\u308a\u307e\u3059\u3002\u59d4\u54e1\u4f1a\u306f\u3001\u9078\u597d\u3059\u308b\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u63a8\u5968\u3057\u3001\u4ed6\u306e\u5019\u88dc\u304c\u5374\u4e0b\u3055\u308c\u305f\u7406\u7531\u3092\u8aac\u660e\u3059\u3079\u304d\u3067\u3059\u3002\u305d\u306e\u8a18\u9332\u304c\u3001\u6c7a\u5b9a\u306b\u7570\u8b70\u304c\u5531\u3048\u3089\u308c\u305f\u5834\u5408\u306b\u7d44\u7e54\u3092\u4fdd\u8b77\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-final-recommendation-and-governance-approval\">\u6700\u7d42\u63a8\u85a6\u304a\u3088\u3073\u30ac\u30d0\u30ca\u30f3\u30b9\u627f\u8a8d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30ed\u30bb\u30b9\u3001\u8a55\u4fa1\u3001\u57fa\u6e96\u3001\u30b9\u30b3\u30a2\u3001\u30ea\u30b9\u30af\u3001\u30b3\u30b9\u30c8\u3001\u304a\u3088\u3073\u6839\u62e0\u3092\u7db2\u7f85\u3059\u308b\u30dc\u30fc\u30c9\u30da\u30fc\u30d1\u30fc\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u30de\u30c8\u30ea\u30c3\u30af\u30b9\u3068\u4e3b\u8981\u306a\u56de\u7b54\u629c\u7c8b\u3092\u6dfb\u4ed8\u3057\u307e\u3059\u3002\u516c\u5171\u6a5f\u95a2\u306f\u6b63\u5f0f\u306a\u6c7a\u8b70\u304c\u5fc5\u8981\u306a\u5834\u5408\u304c\u3042\u308a\u3001\u6c11\u9593\u4f01\u696d\u306f\u627f\u8a8d\u3092\u8b70\u4e8b\u9332\u306b\u8a18\u9332\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-contracting-migration-and-performance-monitoring\">\u5951\u7d04\u3001\u79fb\u884c\u3001\u304a\u3088\u3073\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u76e3\u8996<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u6570\u6599\u3001SLA\u3001\u88dc\u511f\u3001\u89e3\u7d04\u6a29\u3001\u30c7\u30fc\u30bf\u4fdd\u8b77\u3001\u76e3\u67fb\u6761\u9805\u306b\u3064\u3044\u3066\u4ea4\u6e09\u3057\u307e\u3059\u3002\u53e3\u5ea7\u958b\u8a2d\u3001\u652f\u6255\u3044\u30d5\u30a1\u30a4\u30eb\u30c6\u30b9\u30c8\u3001\u30e6\u30fc\u30b6\u30fc\u7814\u4fee\u3001\u6bb5\u968e\u7684\u306a\u30dc\u30ea\u30e5\u30fc\u30e0\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u7db2\u7f85\u3057\u305f\u79fb\u884c\u8a08\u753b\u3092\u69cb\u7bc9\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ef\u7528\u6027\u3001\u652f\u6255\u3044\u62d2\u5426\u7387\u3001\u5fdc\u7b54\u6642\u9593\u3001\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u3001\u6e80\u8db3\u5ea6\u306a\u3069\u306eKPI\u3092\u8ffd\u8de1\u3057\u307e\u3059\u3002\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306f\u56db\u534a\u671f\u3054\u3068\u306b\u30ec\u30d3\u30e5\u30fc\u3057\u300112\u304b\u6708\u5f8c\u306b\u6b63\u5f0f\u306b\u30ec\u30d3\u30e5\u30fc\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/e87a7cf7-1c4d-413c-9a54-3fc8acf43039.png\" alt=\"\u30b0\u30eb\u30fc\u30d7\u306e\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u62c5\u5f53\u8005\u304c\u3001\u30e9\u30c3\u30d7\u30c8\u30c3\u30d7\u306b\u8868\u793a\u3055\u308c\u305f\u5b89\u5168\u306a\u30d0\u30f3\u30ad\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u78ba\u8a8d\u3057\u3001\u30d0\u30f3\u30ad\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306eRFP\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u5074\u9762\u306b\u3064\u3044\u3066\u8a71\u3057\u5408\u3063\u3066\u3044\u307e\u3059\u3002\u5f7c\u3089\u306f\u3001\u78ba\u7acb\u3055\u308c\u305f\u57fa\u6e96\u306b\u57fa\u3065\u3044\u3066\u6f5c\u5728\u7684\u306a\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u8a55\u4fa1\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u306e\u52b9\u679c\u7684\u306a\u30ea\u30b9\u30af\u7ba1\u7406\u3068\u610f\u601d\u6c7a\u5b9a\u3092\u78ba\u5b9f\u306b\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002.\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-technology-data-sovereignty-and-the-role-of-investglass\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u305d\u3057\u3066InvestGlass\u306e\u5f79\u5272<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u4ee3\u306e\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u306f\u3001\u30c7\u30fc\u30bf\u3001\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u5207\u308a\u96e2\u305b\u306a\u3044\u3002\u73fe\u5728\u3001\u591a\u304f\u306e\u6b27\u5dde\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u3001\u30a2\u30e1\u30ea\u30ab\u3084\u4e2d\u56fd\u3078\u306e\u4f9d\u5b58\u306b\u7591\u554f\u3092\u5448\u3057\u3066\u3044\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e5%90%91%e3%81%91%e3%82%af%e3%83%a9%e3%82%a6%e3%83%89%e3%83%99%e3%83%bc%e3%82%b9%e3%81%aecrm%e3%82%bd%e3%83%95%e3%83%88%e3%82%a6%e3%82%a7%e3%82%a2-%e3%83%88%e3%83%83%e3%83%97-%e3%83%93\/\" target=\"_self\">\u30af\u30e9\u30a6\u30c9\u3068CRM<\/a> \u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u91d1\u878d\u30c7\u30fc\u30bf\u306e\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u540c\u793e\u306f\u3001\u30b9\u30a4\u30b9\u306e\u4e3b\u6a29CRM\u304a\u3088\u3073\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308a\u3001\u898f\u5236\u5bfe\u8c61\u7d44\u7e54\u304cRFP\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30bb\u30ad\u30e5\u30a2\u30dd\u30fc\u30bf\u30eb\u3092\u7ba1\u7406\u3057\u3001\u4e3b\u6a29\u3092\u4fdd\u8b77\u3059\u308b\u306e\u3092\u652f\u63f4\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-protecting-client-data-sovereignty-in-banking-rfps\">\u9280\u884c\u306eRFP\uff08\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u306b\u304a\u3051\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u4fdd\u8b77<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">RFPs\u3067\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u3084\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u4fdd\u5b58\u3001\u51e6\u7406\u3001\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u3055\u308c\u3066\u3044\u308b\u304b\u306b\u3064\u3044\u3066\u306e\u8cea\u554f\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u5c55\u958b\u3092\u63d0\u4f9b\u3057\u3001\u7d44\u7e54\u304cCRM\u304a\u3088\u3073\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u30c7\u30fc\u30bf\u306e\u7ba1\u7406\u3092\u7d99\u7d9a\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5916\u56fd\u306e\u30af\u30e9\u30a6\u30c9\u3078\u306e\u4f9d\u5b58\u3001\u6697\u53f7\u5316\u30ad\u30fc\u3001\u4e0b\u8acb\u3051\u696d\u8005\u3001\u30c7\u30fc\u30bf\u306e\u5c45\u4f4f\u5730\u3001\u304a\u3088\u3073\u57df\u5916\u30a2\u30af\u30bb\u30b9\u306b\u95a2\u3059\u308b\u8cea\u554f\u3092\u542b\u3081\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u308c\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u516c\u5171\u6a5f\u95a2\u3001\u304a\u3088\u3073\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u8a18\u9332\u3092\u7ba1\u7406\u3059\u308b\u3042\u3089\u3086\u308b\u6a5f\u95a2\u306b\u3068\u3063\u3066\u7279\u306b\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-using-investglass-to-support-the-banking-rfp-lifecycle\">InvestGlass \u3092\u6d3b\u7528\u3057\u305f\u9280\u884c RFP\uff08\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306e\u30b5\u30dd\u30fc\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5165\u672d\u9280\u884c\u306e\u9023\u7d61\u5148\u3092\u4fdd\u5b58\u3057\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u8ffd\u8de1\u3057\u3001\u8a55\u4fa1\u30b9\u30b3\u30a2\u3092\u7ba1\u7406\u3057\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u4fdd\u6301\u3057\u3001\u5b89\u5168\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u63d0\u4f9b\u3067\u304d\u307e\u3059\u3002\u9078\u5b9a\u5f8c\u3001\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u307e\u3059 <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> KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u9867\u5ba2\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u304a\u3088\u3073\u9078\u629e\u3057\u305f\u9280\u884c\u3068\u306e\u7d71\u5408\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30e1\u30ea\u30ab\u304a\u3088\u3073\u4e2d\u56fd\u4ee5\u5916\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6c42\u3081\u308b\u7d44\u7e54\u306b\u3068\u3063\u3066\u3001InvestGlass\u306f\u3001\u9867\u5ba2\u306e\u4e3b\u6a29\u3092\u4fdd\u8b77\u3057\u3001\u6226\u7565\u7684\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3055\u308c\u305f\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306e\u4e0b\u306b\u7f6e\u304f\u3001\u4e3b\u6a29\u6280\u8853\u57fa\u76e4\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/b174da83-24d4-4b73-b4bf-1e89113a95bf.png\" alt=\"\u3053\u306e\u753b\u50cf\u306f\u3001\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u305f\u3061\u304c\u30e9\u30c3\u30d7\u30c8\u30c3\u30d7\u3092\u56f2\u3093\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306b\u95a2\u9023\u3059\u308b\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u3068\u6226\u7565\u306b\u3064\u3044\u3066\u8a71\u3057\u5408\u3063\u3066\u3044\u308b\u3001\u5b89\u5168\u306a\u91d1\u878d\u30aa\u30d5\u30a3\u30b9\u3092\u63cf\u3044\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30c1\u30fc\u30e0\u30ef\u30fc\u30af\u306f\u3001\u9280\u884c\u30b5\u30fc\u30d3\u30b9\u306e\u6f5c\u5728\u7684\u306a\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u9078\u5b9a\u3059\u308b\u969b\u306eRFP\u30d7\u30ed\u30bb\u30b9\u3068\u610f\u601d\u6c7a\u5b9a\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002.\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-often-should-an-organisation-run-a-banking-services-rfp\">\u7d44\u7e54\u306f\u3069\u306e\u304f\u3089\u3044\u306e\u983b\u5ea6\u3067\u9280\u884c\u30b5\u30fc\u30d3\u30b9RFP\u3092\u5b9f\u65bd\u3059\u3079\u304d\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u7d44\u7e54\u306f\u30013\u301c5\u5e74\u3054\u3068\u3001\u3042\u308b\u3044\u306f\u5408\u4f75\u3001\u898f\u5236\u5909\u66f4\u3001\u6599\u91d1\u5f15\u304d\u4e0a\u3052\u3001\u30b5\u30fc\u30d3\u30b9\u969c\u5bb3\u3001\u307e\u305f\u306f\u5927\u898f\u6a21\u306a\u6280\u8853\u30b7\u30d5\u30c8\u306e\u5f8c\u306b\u3001\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u3092\u898b\u76f4\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-many-banks-should-be-invited-to-a-banking-rfp\">\u9280\u884c\u306eRFP\u306b\u306f\u4f55\u793e\u62db\u5f85\u3059\u3079\u304d\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u5e38\u30014\u793e\u304b\u30898\u793e\u306e\u91d1\u878d\u6a5f\u95a2\u3092\u62db\u5f85\u3059\u308b\u306e\u304c\u5341\u5206\u3067\u3059\u3002\u56de\u7b54\u8005\u304c\u591a\u3059\u304e\u308b\u3068\u3001\u793e\u5185\u30ea\u30bd\u30fc\u30b9\u304c\u5727\u8feb\u3055\u308c\u3001\u6709\u529b\u306a\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u4f4e\u4e0b\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-internal-resources-are-needed-to-manage-a-banking-rfp\">\u9280\u884c\u306eRFP\uff08\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u793e\u5185\u30ea\u30bd\u30fc\u30b9\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">RFP\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30ea\u30fc\u30c9\u3001\u8ca1\u52d9\u307e\u305f\u306f\u8ca1\u52d9\u62c5\u5f53\u8005\u3001IT\u7d71\u5408\u306e\u5c02\u9580\u5bb6\u3001\u6cd5\u52d9\u9867\u554f\u3001\u30ea\u30b9\u30af\u307e\u305f\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u3001\u304a\u3088\u3073\u65e5\u5e38\u306e\u9280\u884c\u5229\u7528\u8005\u304c\u5fc5\u8981\u3067\u3059\u3002\u4e2d\u7a0b\u5ea6\u306e\u8907\u96d1\u3055\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3067\u306f\u3001\u5408\u8a0860\uff5e100\u4eba\u306e\u30b9\u30bf\u30c3\u30d5\u6642\u9593\u304c\u5fc5\u8981\u306b\u306a\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-smaller-organisations-run-a-banking-rfp-without-external-consultants\">\u5c0f\u898f\u6a21\u306a\u7d44\u7e54\u3067\u3082\u5916\u90e8\u30b3\u30f3\u30b5\u30eb\u30bf\u30f3\u30c8\u306a\u3057\u3067\u9280\u884c\u306eRFP\uff08\u63d0\u6848\u4f9d\u983c\u66f8\uff09\u3092\u5b9f\u65bd\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3002\u591a\u304f\u306e\u3001\u4e2d\u898f\u6a21\u4f01\u696d\u3001\u6148\u5584\u56e3\u4f53\u3001\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u306f\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3001\u30ac\u30d0\u30ca\u30f3\u30b9\u3001\u660e\u78ba\u306a\u30b9\u30b3\u30fc\u30d7\u3001\u898f\u5f8b\u3042\u308b\u8a55\u4fa1\u306b\u3088\u3063\u3066\u3001\u5185\u90e8\u3067\u30d7\u30ed\u30bb\u30b9\u3092\u7ba1\u7406\u3067\u304d\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u8907\u96d1\u3067\u3001\u591a\u56fd\u9593\u3001\u307e\u305f\u306f\u9ad8\u5ea6\u306b\u6280\u8853\u7684\u306a\u59d4\u4efb\u4e8b\u9805\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-should-we-consider-a-sovereign-platform-like-investglass-alongside-our-banking-rfp\">InvestGlass\u306e\u3088\u3046\u306a\u4e3b\u6a29\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u9280\u884c\u306eRFP\u3068\u4e26\u884c\u3057\u3066\u691c\u8a0e\u3059\u3079\u304d\u7406\u7531\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u307e\u305f\u306f\u81ea\u5df1\u7ba1\u7406\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u3067\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304a\u3088\u3073\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c7\u30fc\u30bf\u3092\u4fdd\u6301\u3067\u304d\u308b\u3001\u4e3b\u6a29\u306e\u3042\u308bCRM\u304a\u3088\u3073\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u307e\u305f\u306f\u4e2d\u56fd\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u4f9d\u5b58\u3057\u307e\u305b\u3093\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u56de\u5fa9\u529b\u3001\u898f\u5236\u5f53\u5c40\u306e\u4fe1\u983c\u3001\u304a\u3088\u3073\u5c06\u6765\u306eRFP\u30b5\u30a4\u30af\u30eb\u306e\u67d4\u8edf\u6027\u304c\u5411\u4e0a\u3057\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Introduction: Why Banking RFPs Matter in 2026 Public bodies, corporates, a nonprofit organization, pension schemes, and wealth managers usually review banking services every 3 to 5 years. The rfp process helps an organization reduce banking costs by ensuring that service providers offer competitive rates and by identifying the vendor that best matches its culture, customer service, and technology needs. In 2026, real-time payments, ISO 20022 migration, cyber security, GDPR, PSD2, DORA, and data residency have made the banking services rfp more demanding, especially in Europe and the UK. This guide is written in British English for finance directors, treasurers, operations leaders, board members, and regulated institutions seeking a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49740,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1622],"class_list":["post-50201","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-bank-request-for-proposal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Bank Request for Proposal: How Financial Institutions Can Run a Successful Banking Services RFP | InvestGlass<\/title>\n<meta name=\"description\" content=\"Key Takeaways A banking services request for proposal rfp is a structured\" \/>\n<meta name=\"robots\" content=\"index, follow, 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