{"id":50222,"date":"2026-06-01T09:06:52","date_gmt":"2026-06-01T07:06:52","guid":{"rendered":"https:\/\/www.investglass.com\/?p=50222"},"modified":"2026-05-20T09:13:35","modified_gmt":"2026-05-20T07:13:35","slug":"how-to-maintain-data-privacy-in-wealth-management-2","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-maintain-data-privacy-in-wealth-management-2\/","title":{"rendered":"\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u7dad\u6301\u65b9\u6cd5"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Data privacy has moved from back office compliance checklists to boardroom strategy discussions. Regulations like the General Data Protection Regulation, the revised Swiss Federal Act on Data Protection effective September 2023, SEC Regulation S-P, and FINRA rules now impose explicit obligations on how wealth management firms handle client information. Data privacy is crucial for wealth managers because they handle sensitive information about clients&#8217; personal finances and have a fiduciary duty to protect that information. Wealth managers hold some of the most sensitive data in the financial services industry, including KYC files, tax documents, portfolio statements, and detailed family structures, making them prime targets for cyber attacks and sophisticated privacy breaches. This article provides a practical framework that banks, private banks, and <a href=\"https:\/\/www.investglass.com\/ja\/%e5%a4%96%e9%83%a8%e8%b3%87%e7%94%a3%e9%81%8b%e7%94%a8%e4%bc%9a%e7%a4%be%e3%82%92%e9%81%b8%e3%81%b6%e9%9a%9b%e3%81%ae%e3%83%88%e3%83%83%e3%83%97%e3%83%bb%e3%83%92%e3%83%b3%e3%83%88\/\" target=\"_self\">\u5916\u90e8\u8cc7\u7523\u904b\u7528\u4f1a\u793e<\/a> can apply over the next 12 months to strengthen data privacy across governance, technical controls, and staff behavior.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Privacy breaches not only expose clients to financial and personal risks but also threaten the firm&#8217;s reputation. Data breaches can irreparably damage a firm&#8217;s reputation, leading to client attrition and legal repercussions, making reputation management a critical aspect of cybersecurity strategies.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\u8981\u70b9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306f\u3001GDPR\u3001\u30b9\u30a4\u30b9FADP 2023\u3001SEC Reg S-P\u3001FINRA\u898f\u5247\u306a\u3069\u306e\u898f\u5236\u306b\u3088\u3063\u3066\u3001\u53d6\u7de0\u5f79\u4f1a\u30ec\u30d9\u30eb\u306e\u95a2\u5fc3\u4e8b\u3068\u306a\u3063\u3066\u3044\u308b\u3002.<\/li>\n\n\n\n<li>\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30d1\u30b9\u30dd\u30fc\u30c8\u3001\u4f4f\u6240\u8a3c\u660e\u3001\u5bcc\u306e\u6e90\u6cc9\u6587\u66f8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u306a\u3069\u3001\u6975\u3081\u3066\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6271\u3063\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u306e\u30c7\u30fc\u30bf\u304c\u6f0f\u6d29\u3057\u305f\u5834\u5408\u3001\u5bb6\u65cf\u69cb\u6210\u5168\u4f53\u304c\u66b4\u9732\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/li>\n\n\n\n<li>\u52b9\u679c\u7684\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u306f\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30c4\u30fc\u30eb\u3060\u3051\u306b\u983c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30ac\u30d0\u30ca\u30f3\u30b9\u306e\u67a0\u7d44\u307f\u3001\u6697\u53f7\u5316\u3084\u5f79\u5272\u306b\u5fdc\u3058\u305f\u30a2\u30af\u30bb\u30b9\u306a\u3069\u306e\u6280\u8853\u7684\u7ba1\u7406\u3001\u4e00\u8cab\u3057\u305f\u30b9\u30bf\u30c3\u30d5\u306e\u884c\u52d5\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3002.<\/li>\n\n\n\n<li>\u30b9\u30a4\u30b9 <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> hosting and on premise deployments with InvestGlass help financial institutions preserve data sovereignty and reduce cross border privacy risk.<\/li>\n\n\n\n<li>\u3053\u306e\u8a18\u4e8b\u306e\u5b9f\u8df5\u7684\u306a\u67a0\u7d44\u307f\u306f\u3001\u30c7\u30fc\u30bf\u306e\u30a4\u30f3\u30d9\u30f3\u30c8\u30ea\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u5f71\u97ff\u8a55\u4fa1\u3001\u6280\u8853\u7684\u30bb\u30fc\u30d5\u30ac\u30fc\u30c9\u3001\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u5bfe\u5fdc\u3001\u305d\u3057\u3066\u4f01\u696d\u304c\u4f53\u7cfb\u7684\u306b\u5b9f\u65bd\u3067\u304d\u308b\u7d99\u7d9a\u7684\u306a\u30b9\u30bf\u30c3\u30d5\u30fb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u3064\u3044\u3066\u53d6\u308a\u4e0a\u3052\u3066\u3044\u308b\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-data-privacy-has-become-strategic-in-wealth-management\">\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u304c\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3067\u6226\u7565\u7684\u306b\u306a\u3063\u305f\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020\u5e74\u4ee5\u964d\u3001\u52a0\u901f\u5ea6\u7684\u306b <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> \u306f\u3001\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u304c\u500b\u4eba\u60c5\u5831\u3092\u53ce\u96c6\u30fb\u4fdd\u7ba1\u3059\u308b\u65b9\u6cd5\u3092\u4e00\u5909\u3055\u305b\u305f\u3002\u30d1\u30f3\u30c7\u30df\u30c3\u30af\uff08\u4e16\u754c\u7684\u5927\u6d41\u884c\uff09\u306e\u9593\u3001\u9060\u9694\u5730\u3067\u306e\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3078\u3068\u30b7\u30d5\u30c8\u3057\u305f\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30d1\u30b9\u30dd\u30fc\u30c8\u3001\u4f4f\u6240\u8a3c\u660e\u3001\u5bcc\u306e\u6e90\u6cc9\u3068\u306a\u308b\u66f8\u985e\u3092\u304b\u3064\u3066\u306a\u3044\u898f\u6a21\u3067\u30c7\u30b8\u30bf\u30eb\u30fb\u30c1\u30e3\u30cd\u30eb\u3092\u901a\u3058\u3066\u53ce\u96c6\u3059\u308b\u5fc5\u8981\u306b\u8feb\u3089\u308c\u305f\u3002\u3053\u306e\u30c7\u30b8\u30bf\u30eb\u5909\u9769\u3068\u4e26\u884c\u3057\u3066\u3001\u4e16\u754c\u4e2d\u306e\u898f\u5236\u5f53\u5c40\u306f\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u306e\u30c7\u30fc\u30bf\u4fb5\u5bb3\u306e\u6025\u5897\u3092\u5831\u544a\u3057\u3066\u304a\u308a\u30012020\u5e74\u304b\u30892024\u5e74\u306e\u9593\u306b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u30b5\u30a4\u30d0\u30fc\u8105\u5a01\u306f\u304a\u3088\u305d300\uff05\u5897\u52a0\u3059\u308b\u3068\u898b\u3089\u308c\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u73fe\u5728\u3001\u57fa\u672c\u7684\u306a\u53e3\u5ea7\u8a73\u7d30\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u308b\u6a5f\u5bc6\u6587\u66f8\u3092\u65e5\u5e38\u7684\u306b\u4fdd\u5b58\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306b\u306f\u3001\u5b8c\u5168\u306a\u8eab\u5206\u8a3c\u660e\u66f8\u3001\u8a73\u7d30\u306a\u6295\u8cc7\u30dd\u30b8\u30b7\u30e7\u30f3\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u7d0d\u7a0e\u8005\u60c5\u5831\u3001\u5bb6\u65cf\u69cb\u6210\u3001\u4e8b\u696d\u5229\u76ca\u3001\u91cd\u8981\u306a\u8cc7\u7523\u3092\u660e\u3089\u304b\u306b\u3067\u304d\u308b\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u6a5f\u5bc6\u60c5\u5831\u304c\u60aa\u7528\u3055\u308c\u308b\u3068\u3001ID\u7a83\u76d7\u72af\u304c\u8a50\u6b3a\u3092\u50cd\u3044\u305f\u308a\u3001\u91d1\u878d\u53e3\u5ea7\u306b\u30a2\u30af\u30bb\u30b9\u3057\u305f\u308a\u3001\u30bd\u30fc\u30b7\u30e3\u30eb\u30fb\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u653b\u6483\u306e\u6a19\u7684\u3068\u3057\u3066\u9867\u5ba2\u3092\u72d9\u3063\u305f\u308a\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fb5\u5bb3\u306f\u3001\u898f\u5236\u5f53\u5c40\u306e\u7f70\u91d1\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u308b\u7d50\u679c\u3092\u3082\u305f\u3089\u3059\u3002\u8abf\u67fb\u306b\u3088\u308b\u3068\u3001\u5bcc\u88d5\u5c64\u306e71\uff05\u304c\u500b\u4eba\u60c5\u5831\u6f0f\u3048\u3044\u306e\u5f8c\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u5909\u66f4\u3059\u308b\u3068\u56de\u7b54\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u6f5c\u5728\u7684\u640d\u5931\u3068\u306a\u308b\u3002\u98a8\u8a55\u88ab\u5bb3\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30d3\u30b8\u30cd\u30b9\u30fb\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u55aa\u5931\u3001\u7d44\u7e54\u7684\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306e\u64a4\u9000\u3001\u7af6\u4e89\u5e02\u5834\u306b\u304a\u3051\u308b\u4f1a\u793e\u306e\u8a55\u5224\u306e\u6c38\u7d9a\u7684\u306a\u4f4e\u4e0b\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Concrete regulatory frameworks now impose explicit privacy obligations. Implementing comprehensive cybersecurity measures and adhering to regulations such as the General Data Protection Regulation (GDPR) and the Gramm-Leach-Bliley Act (GLBA) is essential to protect client information in wealth management. The General Data Protection Regulation governs the legal requirements for data privacy and applies to all companies that collect or process personal data about individuals in the European Union. It requires consent, data subject rights enforcement, and 72 hour breach notifications with penalties reaching 20 million euros or 4 percent of global annual turnover. The revised Swiss Federal Act on Data Protection aligns closely with GDPR principles while maintaining Swiss legal traditions. SEC Regulation S-P and FINRA rules create additional compliance layers for firms serving US clients. Large fines from GDPR enforcement, which totaled 2.7 billion euros by early 2025 with 20 percent against the financial sector, demonstrate that privacy enforcement is now routine rather than theoretical.<\/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\/03\/InvestGlass-Portfolio-2024-3382bf7c-1-1-1024x701.png\" alt=\"\u30c7\u30fc\u30bf\u53ce\u96c6\u3068\u691c\u8a3c\u3092\u81ea\u52d5\u5316\u3059\u308bInvestGlass\" class=\"wp-image-46699\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-Portfolio-2024-3382bf7c-1-1-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-Portfolio-2024-3382bf7c-1-1-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-Portfolio-2024-3382bf7c-1-1-768x525.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-Portfolio-2024-3382bf7c-1-1-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-Portfolio-2024-3382bf7c-1-1.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30c7\u30fc\u30bf\u53ce\u96c6\u3068\u691c\u8a3c\u3092\u81ea\u52d5\u5316\u3059\u308bInvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-data-privacy-in-a-wealth-management-context\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u7406\u89e3<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Data privacy in wealth management concerns how firms decide what client data they collect, why they collect it, where they store it, and who can gain access to it. Unlike general consumer businesses, wealth managers, insurance providers, and other financial institutions operate under heightened scrutiny because they handle personally identifiable information combined with detailed financial data that could expose clients to significant harm if misused.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u3001\u305d\u308c\u305e\u308c\u7570\u306a\u308b\u304c\u3001\u88dc\u5b8c\u7684\u306a\u76ee\u7684\u3092\u679c\u305f\u3059\u3082\u306e\u3067\u3042\u308b\u3002\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306f\u3001\u9867\u5ba2\u60c5\u5831\u306e\u5408\u6cd5\u7684\u3001\u516c\u6b63\u304b\u3064\u6700\u5c0f\u9650\u306e\u5229\u7528\u3092\u898f\u5b9a\u3059\u308b\u3082\u306e\u3067\u3042\u308a\u3001\u4f1a\u793e\u304c\u5fc5\u8981\u306a\u3082\u306e\u3060\u3051\u3092\u53ce\u96c6\u3057\u3001\u898f\u5b9a\u306e\u76ee\u7684\u306e\u307f\u306b\u5229\u7528\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u3001\u6697\u53f7\u5316\u3084\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u306a\u3069\u306e\u6280\u8853\u7684\u7ba1\u7406\u3092\u901a\u3058\u3066\u3001\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u304b\u3089\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u60c5\u5831\u3092\u4fdd\u8b77\u3059\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u304f\u3002\u9069\u5207\u306a\u7406\u7531\u306a\u304f\u904e\u5270\u306a\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u305f\u308a\u3001\u4e0d\u9069\u5207\u306b\u60c5\u5831\u3092\u5171\u6709\u3057\u305f\u308a\u3059\u308b\u5834\u5408\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u512a\u308c\u3066\u3044\u3066\u3082\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u53d6\u308a\u6271\u3044\u304c\u4e0d\u5341\u5206\u3067\u3042\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u4fdd\u6709\u3059\u308b\u500b\u4eba\u304a\u3088\u3073\u8ca1\u52d9\u30c7\u30fc\u30bf\u306e\u4e3b\u306a\u30ab\u30c6\u30b4\u30ea\u30fc\u306b\u306f\u4ee5\u4e0b\u304c\u542b\u307e\u308c\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u30ab\u30c6\u30b4\u30ea\u30fc<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4f8b<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8b58\u5225<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d1\u30b9\u30dd\u30fc\u30c8\u3001\u56fd\u6c11ID\u30ab\u30fc\u30c9\u3001\u4f4f\u6240\u8a3c\u660e\u66f8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8ca1\u52d9\u4f1a\u8a08<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53e3\u5ea7\u756a\u53f7\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3001\u53d6\u5f15\u5c65\u6b74<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u3068\u9069\u5408\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u6295\u8cc7\u76ee\u7684\u3001\u6642\u9593\u8ef8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7a0e\u52d9\u60c5\u5831<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7a0e\u52d9\u4e0a\u306e\u5728\u7559\u8cc7\u683c\u3001\u7a0e\u52d9\u66f8\u985e\u3001\u5831\u544a\u66f8\u985e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u901a\u4fe1\u8a18\u9332<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u4f1a\u8b70\u30e1\u30e2\u3001\u9332\u97f3\u3055\u308c\u305f\u901a\u8a71<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u884c\u52d5\u30c7\u30fc\u30bf<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30bf\u30eb\u306e\u5229\u7528\u30d1\u30bf\u30fc\u30f3\u3001\u55dc\u597d\u3001\u30b5\u30fc\u30d3\u30b9\u3068\u306e\u3084\u308a\u3068\u308a<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u5883\u3092\u8d8a\u3048\u305f\u8cc7\u7523\u7ba1\u7406\u306f\u3001\u610f\u56f3\u7684\u306b\u5bfe\u51e6\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u91cd\u8907\u3059\u308b\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u7fa9\u52d9\u3092\u751f\u3058\u3055\u305b\u308b\u3002EU\u306e\u5c45\u4f4f\u8005\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30b9\u30a4\u30b9\u306e\u4f1a\u793e\u306f\u3001\u30b9\u30a4\u30b9\u306eFADP\u3068GDPR\u306e\u4e21\u65b9\u3092\u9075\u5b88\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u305a\u3001\u30c7\u30fc\u30bf\u79fb\u8ee2\u3001\u9867\u5ba2\u306e\u6a29\u5229\u3001\u9055\u53cd\u901a\u77e5\u306e\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3\u306b\u95a2\u3059\u308b\u6f5c\u5728\u7684\u306b\u77db\u76fe\u3059\u308b\u8981\u4ef6\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u30a2\u30b8\u30a2\u5168\u57df\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3059\u308b\u4f01\u696d\u306f\u3001\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u306ePDPA\u3068\u9999\u6e2f\u306ePDPO\u306b\u3088\u3063\u3066\u3001\u3055\u3089\u306b\u8907\u96d1\u306a\u554f\u984c\u306b\u76f4\u9762\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass helps structure data models and fields so that personally identifiable information and sensitive financial attributes are consistently tagged across CRM and <a href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%80%81%e8%b3%a2%e3%81%84%e6%8a%95%e8%b3%87%e5%ae%b6%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e3%83%bb%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa\/\" target=\"_self\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb<\/a>. This consistent classification enables firms to apply privacy rules systematically rather than relying on manual judgment for each client record.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-principles-for-maintaining-client-data-privacy\">\u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306e\u57fa\u672c\u539f\u5247<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A clear set of principles guides day to day privacy decisions across advisory, compliance, and IT teams. These principles translate regulatory requirements into practical guidance that <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> and operations staff can follow consistently.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u306e\u6700\u5c0f\u5316<\/strong> \u306f\u3001\u9069\u5408\u6027\u898f\u5247\u3001KYC\u8981\u4ef6\u3001\u304a\u3088\u3073\u6295\u8cc7\u52a9\u8a00\u306b\u5fc5\u8981\u306a\u60c5\u5831\u306e\u307f\u3092\u53ce\u96c6\u3059\u308b\u3053\u3068\u3092\u6c42\u3081\u3066\u3044\u308b\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306b\u76f4\u63a5\u95a2\u9023\u3059\u308b\u5834\u5408\u3092\u9664\u304d\u3001\u9867\u5ba2\u306e\u5bb6\u65cf\u3001\u5065\u5eb7\u72b6\u614b\u3001\u500b\u4eba\u7684\u306a\u95a2\u4fc2\u306a\u3069\u3001\u7121\u95a2\u4fc2\u306a\u500b\u4eba\u60c5\u5831\u3092\u53d6\u5f97\u3059\u308b\u3088\u3046\u306a\u6c17\u8efd\u306a\u30e1\u30e2\u53d6\u308a\u306f\u907f\u3051\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u30c7\u30fc\u30bf\u30fb\u30dd\u30a4\u30f3\u30c8\u3092\u8ffd\u52a0\u3059\u308b\u3054\u3068\u306b\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u30fb\u30b7\u30b9\u30c6\u30e0\u304c\u4fb5\u5bb3\u3055\u308c\u305f\u5834\u5408\u306b\u65b0\u305f\u306a\u5371\u967a\u306b\u3055\u3089\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u76ee\u7684\u5236\u9650<\/strong> \u3068\u306f\u3001\u30c7\u30fc\u30bf\u30fb\u30ab\u30c6\u30b4\u30ea\u30fc\u3054\u3068\u306b\u3001\u306a\u305c\u305d\u306e\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u3001\u3069\u306e\u3088\u3046\u306b\u4f7f\u7528\u3059 \u308b\u304b\u3092\u6587\u66f8\u5316\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u3042\u308b\u4f1a\u793e\u306f\u3001\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u30c1\u30a7\u30c3\u30af\u306e\u305f\u3081\u306b\u5bcc\u306e\u51fa\u6240\u306b\u95a2\u3059\u308b\u66f8\u985e\u3092\u53ce\u96c6\u3057\u3001\u9069\u5408\u6027\u8a55\u4fa1\u306e\u305f\u3081\u306b\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u30a2\u30f3\u30b1\u30fc\u30c8\u3092\u53ce\u96c6\u3057\u3001\u898f\u5236\u5f53\u5c40\u3078\u306e\u5831\u544a\u306e\u305f\u3081\u306b\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u8005\u60c5\u5831\u3092\u53ce\u96c6\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u3042\u308b\u76ee\u7684\u306e\u305f\u3081\u306b\u30c7\u30fc\u30bf\u304c\u53ce\u96c6\u3055\u308c\u305f\u5834\u5408\u3001\u305d\u308c\u3092\u5225\u306e\u76ee\u7684\u306b\u4f7f\u7528\u3059\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%bb%e3%82%ad%e3%83%a3%e3%83%b3%e3%83%9a%e3%83%bc%e3%83%b3%e3%81%a8%e3%81%af\/\" target=\"_self\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/a>, requires separate justification and often explicit client consent.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u5236\u9650<\/strong> \u306b\u306f\u3001\u4fdd\u5b58\u671f\u9593\u3092\u5b9a\u3081\u3001\u305d\u308c\u3092\u4e00\u8cab\u3057\u3066\u5b9f\u65bd\u3059\u308b\u3053\u3068\u304c\u5fc5\u8981\u3067\u3059\u3002\u30b9\u30a4\u30b9\u3068EU\u306b\u304a\u3051\u308b\u4e00\u822c\u7684\u306a\u4fdd\u5b58\u671f\u9593\u306f\u3001\u30c7\u30fc\u30bf\u306e\u7a2e\u985e\u3084\u898f\u5236\u8981\u4ef6\u306b\u3088\u3063\u30665\u5e74\u304b\u308910\u5e74\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u4fdd\u5b58\u671f\u9593\u7d42\u4e86\u5f8c\u3001\u4f01\u696d\u306f\u6a5f\u5bc6\u30c7\u30fc\u30bf\u3092\u73fe\u5728\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u7ba1\u7406\u304c\u4e0d\u5341\u5206\u306a\u30a2\u30fc\u30ab\u30a4\u30d6\u306b\u3044\u3064\u307e\u3067\u3082\u84c4\u7a4d\u3055\u305b\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u81ea\u52d5\u524a\u9664\u3092\u5b9f\u65bd\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u900f\u660e\u6027\u3068\u9867\u5ba2\u306e\u6a29\u5229<\/strong> \u304a\u5ba2\u69d8\u304c\u3054\u81ea\u8eab\u306e\u60c5\u5831\u304c\u3069\u306e\u3088\u3046\u306b\u4f7f\u7528\u3055\u308c\u308b\u304b\u3092\u7406\u89e3\u3057\u3001\u9069\u7528\u6cd5\u306b\u57fa\u3065\u3044\u3066\u3054\u81ea\u8eab\u306e\u6a29\u5229\u3092\u884c\u4f7f\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u591a\u304f\u306e\u6cd5\u57df\u306e\u9867\u5ba2\u306f\u3001\u81ea\u5206\u306e\u30c7\u30fc\u30bf\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3001\u4e0d\u6b63\u78ba\u306a\u60c5\u5831\u306e\u4fee\u6b63\u3001\u4e0d\u8981\u306b\u306a\u3063\u305f\u60c5\u5831\u306e\u524a\u9664\u3092\u8981\u6c42\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306b\u660e\u78ba\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u901a\u77e5\u3092\u63d0\u4f9b\u3057\u3001\u9867\u5ba2\u304c\u81ea\u5206\u306e\u597d\u307f\u3092\u78ba\u8a8d\u30fb\u7ba1\u7406\u3067\u304d\u308b\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30dd\u30fc\u30bf\u30eb\u3092\u63d0\u4f9b\u3059\u3079\u304d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u76e3\u67fb\u8a3c\u8de1\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30ec\u30d3\u30e5\u30fc\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306b\u304a\u3044\u3066\u3053\u308c\u3089\u306e\u539f\u5247\u3092\u5b9f\u65bd\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30eb\u30fc\u30eb\u306f\u3001\u5b9a\u7fa9\u3055\u308c\u305f\u30d1\u30e9\u30e1\u30fc\u30bf\u3092\u8d85\u3048\u308b\u30c7\u30fc\u30bf\u53ce\u96c6\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u3001\u9069\u5207\u306a\u627f\u8a8d\u30c1\u30e3\u30cd\u30eb\u3092\u7d4c\u7531\u3057\u3066\u540c\u610f\u8981\u6c42\u3092\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3057\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u304c\u7d42\u4e86\u3057\u305f\u3068\u304d\u306b\u4fdd\u6301\u30ec\u30d3\u30e5\u30fc\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-a-practical-data-privacy-governance-framework\">\u5b9f\u8df5\u7684\u306a\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30fb\u30ac\u30d0\u30ca\u30f3\u30b9\u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306e\u8a2d\u8a08<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ac\u30d0\u30ca\u30f3\u30b9\u306f\u3001\u62bd\u8c61\u7684\u306a\u539f\u5247\u3092\u660e\u78ba\u306a\u8cac\u4efb\u3001\u30dd\u30ea\u30b7\u30fc\u3001\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u306b\u5909\u63db\u3057\u307e\u3059\u3002\u6b63\u5f0f\u306a\u30ac\u30d0\u30ca\u30f3\u30b9\u69cb\u9020\u304c\u306a\u3051\u308c\u3070\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306f\u500b\u4eba\u306e\u5224\u65ad\u306b\u4f9d\u5b58\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u30c1\u30fc\u30e0\u9593\u3067\u4e00\u8cab\u6027\u306e\u306a\u3044\u5b9f\u65bd\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u4fdd\u8b77\u8cac\u4efb\u8005\u307e\u305f\u306f\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30fb\u30ea\u30fc\u30c9\u306e\u4efb\u547d<\/strong> \u306f\u3001\u4e2d\u898f\u6a21\u4f01\u696d\u3067\u3042\u3063\u3066\u3082\u8aac\u660e\u8cac\u4efb\u3092\u679c\u305f\u3059\u3002\u3053\u306e\u62c5\u5f53\u8005\u306f\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u8981\u4ef6\u304c\u7406\u89e3\u3055\u308c\u3001\u4e00\u8cab\u3057\u3066\u5b9f\u65bd\u3055\u308c\u308b\u3088\u3046\u306b\u3001\u6cd5\u52d9\u3001IT\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30d5\u30ed\u30f3\u30c8\u30fb\u30aa\u30d5\u30a3\u30b9\u306e\u5404\u30c1\u30fc\u30e0\u9593\u306e\u8abf\u6574\u3092\u884c\u3046\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u5927\u898f\u6a21\u306a\u91d1\u878d\u6a5f\u95a2\u3067\u306f\u3001DPO\u306e\u5f79\u5272\u306f\u30d5\u30eb\u30bf\u30a4\u30e0\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u30d6\u30c6\u30a3\u30c3\u30af\u578b\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3067\u306f\u3001\u4ed6\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u90e8\u9580\u3068\u7d71\u5408\u3055\u308c\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u660e\u78ba\u306a\u6a29\u9650\u3068\u4e0a\u7d1a\u7ba1\u7406\u8077\u3078\u306e\u76f4\u63a5\u306e\u5831\u544a\u30e9\u30a4\u30f3\u3092\u6301\u3064\u3079\u304d\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u30fb\u30a4\u30f3\u30d9\u30f3\u30c8\u30ea\u306e\u4f5c\u6210<\/strong> \u306f\u3001\u3069\u306e\u30b7\u30b9\u30c6\u30e0\u304c\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u6301\u3057\u3001\u305d\u308c\u3089\u306e\u30b7\u30b9\u30c6\u30e0\u9593\u3067\u60c5\u5831\u304c\u3069\u306e\u3088\u3046\u306b\u6d41\u308c\u3066\u3044\u308b\u304b\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3002\u5178\u578b\u7684\u306a\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u3067\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u5404\u30b7\u30b9\u30c6\u30e0\u306b\u5206\u6563\u3057\u3066\u3044\u308b\u5834\u5408\u304c\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><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\u30b7\u30b9\u30c6\u30e0<\/a><\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/li>\n\n\n\n<li>\u6587\u66f8\u30ea\u30dd\u30b8\u30c8\u30ea<\/li>\n\n\n\n<li>\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb<\/li>\n\n\n\n<li>\u96fb\u5b50\u30e1\u30fc\u30eb\u30b5\u30fc\u30d0\u30fc<\/li>\n\n\n\n<li>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb<\/li>\n\n\n\n<li>\u7b2c\u4e09\u8005\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u30c7\u30fc\u30bf\u306e\u6d41\u308c\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30ea\u30b9\u30af\u306e\u8a55\u4fa1\u3001\u9867\u5ba2\u304b\u3089\u306e\u30a2\u30af\u30bb\u30b9\u8981\u6c42\u3078\u306e\u5bfe\u5fdc\u3001\u898f\u5236\u5f53\u5c40\u306e\u691c\u67fb\u6642\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8a3c\u660e\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u5f71\u97ff\u8a55\u4fa1\u306e\u5b9f\u65bd<\/strong> \u30e2\u30d0\u30a4\u30eb\u30fb\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3084\u65b0\u3057\u3044\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306a\u3069\u306e\u65b0\u30b5\u30fc\u30d3\u30b9\u3092\u7acb\u3061\u4e0a\u3052\u308b\u969b\u306b\u306f\u3001\u30ea\u30b9\u30af\u304c\u9855\u5728\u5316\u3059\u308b\u524d\u306b\u30ea\u30b9\u30af\u3092\u7279\u5b9a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3064\u3002\u30a2\u30bb\u30b9\u30e1\u30f3\u30c8\u3067\u306f\u3001\u65b0\u30b5\u30fc\u30d3\u30b9\u304c\u3069\u306e\u3088\u3046\u306a\u500b\u4eba\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3059\u308b\u306e\u304b\u3001\u3069\u306e\u3088\u3046\u306b\u4fdd\u8b77\u3059\u308b\u306e\u304b\u3001\u8ab0\u304c\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u306e\u304b\u3001\u7279\u5b9a\u3055\u308c\u305f\u30ea\u30b9\u30af\u306b\u3069\u306e\u3088\u3046\u306a\u7de9\u548c\u7b56\u3067\u5bfe\u51e6\u3059\u308b\u306e\u304b\u3092\u6587\u66f8\u5316\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5305\u62ec\u7684\u306a\u653f\u7b56\u306e\u7b56\u5b9a<\/strong> \u9867\u5ba2\u30c7\u30fc\u30bf\u306e\u8a31\u5bb9\u3055\u308c\u308b\u4f7f\u7528\u3001\u5b89\u5168\u306a\u6587\u66f8\u306e\u53d6\u308a\u6271\u3044\u3001\u30ea\u30e2\u30fc\u30c8\u30a2\u30af\u30bb\u30b9\u3078\u306e\u671f\u5f85\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u304c\u7591\u308f\u308c\u308b\u5834\u5408\u306e\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u3067\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u30dd\u30ea\u30b7\u30fc\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30de\u30cb\u30e5\u30a2\u30eb\u306e\u4e2d\u3067\u672a\u8aad\u306e\u307e\u307e\u653e\u7f6e\u3055\u308c\u308b\u62bd\u8c61\u7684\u306a\u8a18\u8ff0\u3067\u306f\u306a\u304f\u3001\u30b9\u30bf\u30c3\u30d5\u304c\u65e5\u5e38\u696d\u52d9\u3067\u5b88\u308c\u308b\u3088\u3046\u306a\u5b9f\u7528\u7684\u306a\u3082\u306e\u3067\u3042\u308b\u3079\u304d\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306fCRM\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u3001\u30bb\u30f3\u30b7\u30c6\u30a3\u30d6\u306a\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3001\u6a5f\u80fd\u9593\u3067\u4e00\u8cab\u3057\u305f\u8a31\u53ef\u30e2\u30c7\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u65ad\u7247\u5316\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u7ba1\u7406\u30925\u3064\u30826\u3064\u3082\u5225\u3005\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u7ba1\u7406\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u7d71\u4e00\u3055\u308c\u305f\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30a4\u30b9\u3067\u30a2\u30af\u30bb\u30b9\u3092\u8a2d\u5b9a\u3001\u76e3\u8996\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-technical-controls-that-support-data-privacy\">\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u652f\u3048\u308b\u6280\u8853\u7684\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Technical controls enforce privacy rules at scale and reduce dependence on manual discipline. Even the most well intentioned staff cannot consistently apply privacy rules across thousands of client records without systematic technical support. A practical security framework for wealth managers includes basic hygiene measures like multi-factor authentication and advanced controls such as role-based access and immutable audit trails.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a2\u30af\u30bb\u30b9\u5236\u5fa1<\/strong> \u306f\u3001\u6a29\u9650\u3092\u4ed8\u4e0e\u3055\u308c\u305f\u500b\u4eba\u306e\u307f\u304c\u7279\u5b9a\u306e\u9867\u5ba2\u60c5\u5831\u3092\u95b2\u89a7\u3067\u304d\u308b\u3001\u30ed\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u3092\u5b9f\u88c5\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u306f\u3001\u62c5\u5f53\u9867\u5ba2\u306e\u307f\u3092\u95b2\u89a7\u3059\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30b9\u30bf\u30c3\u30d5\u306f\u3001\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306e\u76ee\u7684\u3067\u95b2\u89a7\u306e\u307f\u306e\u76e3\u8996\u3092\u884c\u3046\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u3001\u7279\u5b9a\u306e\u500b\u4eba\u3092\u8b58\u5225\u3067\u304d\u306a\u3044\u3088\u3046\u306b\u533f\u540d\u5316\u307e\u305f\u306f\u4eee\u540d\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3092\u6271\u3046\u3002\u30d5\u30a3\u30fc\u30eb\u30c9\u30fb\u30ec\u30d9\u30eb\u306e\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u306f\u3001\u30af\u30ec\u30b8\u30c3\u30c8\u30ab\u30fc\u30c9\u306e\u8a73\u7d30\u3084\u7a0e\u52d9\u66f8\u985e\u3092\u5fc5\u8981\u306e\u306a\u3044\u30b9\u30bf\u30c3\u30d5\u304b\u3089\u96a0\u3059\u306a\u3069\u3001\u3055\u3089\u306a\u308b\u304d\u3081\u7d30\u304b\u3055\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6697\u53f7\u5316<\/strong> protects client documents, communications, and data exports both in transit and at rest. Full lifecycle encryption is essential, involving encryption of sensitive client data at rest and in transit. Modern standards like AES 256 render data unreadable without proper cryptographic keys. This protection extends to backups, archives, and data transferred between systems. InvestGlass Swiss data centers implement encryption as standard practice across all stored client information.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ed\u30ae\u30f3\u30b0\u3068\u4e0d\u5909\u306e\u76e3\u67fb\u8a3c\u8de1<\/strong> record who viewed, exported, or modified client data. These logs are crucial during regulatory inspections, internal investigations, and incident response. Auditors expect to see evidence that access was limited to appropriate personnel and that any unusual activity was detected and investigated. Immutable backups are crucial for ensuring recovery from ransomware attacks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bb\u30ad\u30e5\u30a2\u306a\u30dd\u30fc\u30bf\u30eb\u8a2d\u5b9a<\/strong> should enable multi factor authentication for all client and staff access, implement session timeouts that limit exposure from unattended devices, and restrict downloading full datasets from public networks. Multi-factor authentication should be enforced for all advisor logins, back office access, and client portal sessions to enhance security. MFA should require multiple forms of verification, such as passwords, physical tokens, or biometric data, to strengthen security and protect against credential theft and attacks. Clients should be able to access their information securely without exposing the firm to unnecessary risk from personal devices connecting over unsecured connections.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass offers Swiss hosted and on premise deployment options so that cryptographic keys and access control policies remain under the financial institution\u2019s direct control. The option to run on-premise inside a bank&#8217;s own infrastructure provides maximum control for institutions with strict data sovereignty requirements. This addresses concerns about third party cloud providers potentially having access to sensitive client information.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-1024x683.jpg\" alt=\"\u30b9\u30a4\u30b9\u3067\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3088\u308a\u5b89\u5168\" class=\"wp-image-47740\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-scaled.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u30b9\u30a4\u30b9\u3067\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3088\u308a\u5b89\u5168<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-embedding-privacy-into-onboarding-kyc-and-day-to-day-operations\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u65e5\u5e38\u696d\u52d9\u306b\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u7d44\u307f\u8fbc\u3080<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Onboarding and KYC processes are the most intensive data collection moments in the <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<\/a> and therefore carry the highest privacy exposure. Getting these workflows right establishes the foundation for protecting client data throughout the relationship.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b89\u5168\u306a\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong> should use dedicated client portals instead of email attachments for collecting passports, proof of residence, and source of wealth documentation. Using secure websites and portals for document exchange and digital onboarding is essential to minimise insecure email attachments and enhance data security during client interactions. Email lacks encryption in most cases, creates copies on multiple servers, and makes it difficult to control who ultimately accesses the attachments. Secure portals provide controlled access, automatic encryption, and clear audit trails.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Standardising document collection<\/strong> \u306f\u3001\u9867\u5ba2\u306e\u30bf\u30a4\u30d7\u3084\u7ba1\u8f44\u533a\u57df\u3054\u3068\u306b\u5fc5\u8981\u306a\u66f8\u985e\u3092\u6b63\u78ba\u306b\u5b9a\u7fa9\u3059\u308b\u3053\u3068\u3067\u3001\u4e0d\u5fc5\u8981\u306a\u9732\u51fa\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u300c\u305d\u306e\u4ed6\u306e\u95a2\u9023\u60c5\u5831\u300d\u3092\u8ffd\u52a0\u3067\u304d\u308b\u3088\u3046\u306a\u30d5\u30ea\u30fc\u30c6\u30ad\u30b9\u30c8\u30fb\u30d5\u30a3\u30fc\u30eb\u30c9\u3067\u306f\u3001\u6a5f\u5bc6\u6027\u304c\u9ad8\u3044\u304c\u7121\u95a2\u4fc2\u306a\u500b\u4eba\u60c5\u5831\u304c\u84c4\u7a4d\u3055\u308c\u3001\u30d3\u30b8\u30cd\u30b9\u4fa1\u5024\u306e\u306a\u3044\u30ea\u30b9\u30af\u304c\u751f\u3058\u308b\u3053\u3068\u304c\u591a\u3044\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u30c1\u30a7\u30c3\u30af\u306b\u3088\u308a\u3001\u5fc5\u8981\u306a\u66f8\u985e\u304c\u5b58\u5728\u3057\u3001\u9069\u5207\u306b\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u6a5f\u5bc6\u6587\u66f8\u304c\u8ee2\u9001\u3055\u308c\u308b\u671f\u9593\u3092\u5ef6\u9577\u3059\u308b\u3088\u3046\u306a\u3084\u308a\u53d6\u308a\u3092\u6e1b\u3089\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/strong> \u306f\u3001KYC\u30d5\u30a1\u30a4\u30eb\u304c\u9069\u5207\u306a\u6a29\u9650\u3092\u6301\u3064\u7279\u5b9a\u306e\u30ec\u30d3\u30e5\u30a2\u30fc\u306e\u307f\u306b\u5c4a\u304f\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002InvestGlass\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30c4\u30fc\u30eb\u306f\u3001\u5b9a\u7fa9\u3055\u308c\u305f\u627f\u8a8d\u30d1\u30b9\u3092\u901a\u3057\u3066\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3057\u3001\u30ec\u30d3\u30e5\u30fc\u4e2d\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30a2\u30af\u30bb\u30b9\u3092\u5236\u9650\u3057\u3001\u30ec\u30d3\u30e5\u30fc\u304c\u5b8c\u4e86\u3057\u627f\u8a8d\u3055\u308c\u308b\u3068\u81ea\u52d5\u7684\u306b\u53ef\u8996\u6027\u3092\u5236\u9650\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044KYC\u30d5\u30a1\u30a4\u30eb\u304c\u5fc5\u8981\u306b\u306a\u3063\u3066\u304b\u3089\u9577\u3044\u9593\u3001\u5e45\u5e83\u3044\u30b0\u30eb\u30fc\u30d7\u306b\u30a2\u30af\u30bb\u30b9\u3055\u308c\u305f\u307e\u307e\u306b\u306a\u3063\u3066\u3057\u307e\u3046\u3068\u3044\u3046\u3088\u304f\u3042\u308b\u554f\u984c\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u904b\u7528\u4e0a\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u885b\u751f<\/strong> \u306f\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u3068\u3069\u307e\u3089\u305a\u3001\u65e5\u3005\u306e\u6d3b\u52d5\u306b\u3082\u53ca\u3093\u3067\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ea\u30e2\u30fc\u30c8\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u4e2d\u306e\u753b\u9762\u5171\u6709\u306f\u3001\u30d0\u30c3\u30af\u30b0\u30e9\u30a6\u30f3\u30c9\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u8868\u793a\u3055\u308c\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u6a5f\u5bc6\u60c5\u5831\u3092\u9664\u5916\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u542b\u3080\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u306b\u306f\u3001\u627f\u8a8d\u3068\u30ed\u30b0\u304c\u5fc5\u8981\u3067\u3059\u3002<\/li>\n\n\n\n<li>\u627f\u8a8d\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306e\u30bb\u30ad\u30e5\u30a2\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u306f\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u53d6\u5f15\u306e\u305f\u3081\u306e\u6d88\u8cbb\u8005\u5411\u3051\u30c1\u30e3\u30c3\u30c8\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u3079\u304d\u3067\u3042\u308b\u3002<\/li>\n\n\n\n<li>\u91d1\u878d\u60c5\u5831\u3092\u542b\u3080\u96fb\u5b50\u901a\u4fe1\u306f\u3001\u6697\u53f7\u5316\u3055\u308c\u305f\u7d4c\u8def\u3092\u6d41\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u3001\u9069\u5408\u6027\u5be9\u67fb\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306a\u3069\u306e\u30eb\u30fc\u30c1\u30f3\u30fb\u30bf\u30b9\u30af\u306f\u3059\u3079\u3066\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u9069\u7528\u3055\u308c\u308b\u306e\u3068\u540c\u3058\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u30a2\u30af\u30bb\u30b9\u30fb\u30eb\u30fc\u30eb\u3092\u5c0a\u91cd\u3059\u308b\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u5b9f\u884c\u3055\u308c\u308b\u3079\u304d\u3067\u3059\u3002InvestGlass\u306f\u3001CRM\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u3001\u7d71\u4e00\u3055\u308c\u305f\u30a2\u30af\u30bb\u30b9\u30fb\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3067\u5358\u4e00\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u3053\u306e\u4e00\u8cab\u6027\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-and-cross-border-privacy-compliance\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3084\u5916\u90e8\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u3092\u3069\u3053\u306b\u4fdd\u5b58\u3059\u308b\u304b\u306f\u3001\u3069\u306e\u3088\u3046\u306b\u4fdd\u5b58\u3059\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3068\u540c\u3058\u304f\u3089\u3044\u91cd\u8981\u3067\u3042\u308b\u3002\u9867\u5ba2\u306e\u671f\u5f85\u3001\u898f\u5236\u8981\u4ef6\u3001\u7af6\u4e89\u4e0a\u306e\u4f4d\u7f6e\u3065\u3051\u306f\u3059\u3079\u3066\u3001\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u6c7a\u5b9a\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u4e3b\u6a29<\/strong> \u3068\u306f\u3001\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u3001\u9078\u629e\u3057\u305f\u6cd5\u7684\u7ba1\u8f44\u533a\u57df\u5185\u306b\u9867\u5ba2\u60c5\u5831\u3092\u4fdd\u7ba1\u3057\u3001\u8ab0\u304c\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u304b\u3092\u7ba1\u7406\u3057\u3001\u5916\u56fd\u304b\u3089\u306e\u30c7\u30fc\u30bf\u8981\u6c42\u306b\u5916\u56fd\u306e\u6cd5\u7684\u624b\u7d9a\u304d\u3067\u306f\u306a\u304f\u3001\u73fe\u5730\u306e\u6cd5\u5f8b\u306b\u57fa\u3065\u3044\u3066\u5bfe\u5fdc\u3059\u308b\u80fd\u529b\u3092\u610f\u5473\u3059\u308b\u3002\u3053\u306e\u6982\u5ff5\u306f\u3001\u4e16\u754c\u5404\u56fd\u306e\u653f\u5e9c\u304c\u81ea\u56fd\u5185\u307e\u305f\u306f\u81ea\u56fd\u306e\u6cd5\u4eba\u304c\u4fdd\u6709\u3059\u308b\u30c7\u30fc\u30bf\u306b\u5bfe\u3057\u3066\u3088\u308a\u5927\u304d\u306a\u6a29\u9650\u3092\u4e3b\u5f35\u3059\u308b\u306b\u3064\u308c\u3066\u91cd\u8981\u6027\u3092\u5897\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b9\u30a4\u30b9\u306b\u306f\u72ec\u7279\u306e\u5229\u70b9\u304c\u3042\u308b<\/strong> \u56fd\u969b\u7684\u306a\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u30a2\u30d4\u30fc\u30eb\u3059\u308b\u30c7\u30fc\u30bf\u30fb\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6cd5\u7684\u30fb\u6587\u5316\u7684\u67a0\u7d44\u307f\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305f\u5f37\u56fa\u306a\u9280\u884c\u6a5f\u5bc6\u306e\u4f1d\u7d71<\/li>\n\n\n\n<li>2023\u5e749\u6708\u306b\u65bd\u884c\u3055\u308c\u308b\u6539\u6b63\u30b9\u30a4\u30b9\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306f\u3001\u30b9\u30a4\u30b9\u306e\u6cd5\u7684\u4e3b\u6a29\u3092\u7dad\u6301\u3057\u3064\u3064\u3001\u56fd\u969b\u6a19\u6e96\u306b\u6cbf\u3063\u305f\u3082\u306e\u3067\u3042\u308b\u3002<\/li>\n\n\n\n<li>\u898f\u5236\u306e\u4e0d\u78ba\u5b9f\u6027\u3092\u6e1b\u3089\u3059\u653f\u6cbb\u7684\u5b89\u5b9a<\/li>\n\n\n\n<li>\u5f37\u56fa\u306a\u7269\u7406\u7684\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u904b\u7528\u57fa\u6e96\u3092\u5099\u3048\u305fISO\u8a8d\u8a3c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/li>\n\n\n\n<li>\u9867\u5ba2\u4fdd\u8b77\u3092\u512a\u5148\u3057\u305f\u3001\u5916\u56fd\u304b\u3089\u306e\u30c7\u30fc\u30bf\u8981\u6c42\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306e\u660e\u78ba\u306a\u6cd5\u7684\u67a0\u7d44\u307f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30d1\u30d6\u30ea\u30c3\u30af\u30fb\u30af\u30e9\u30a6\u30c9\u30fb\u30b5\u30fc\u30d3\u30b9<\/strong> \u306b\u306f\u7570\u306a\u308b\u8003\u616e\u4e8b\u9805\u304c\u3042\u308b\u3002\u5927\u624b\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306f\u591a\u5927\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6295\u8cc7\u3068\u5353\u8d8a\u3057\u305f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u4e00\u65b9\u3067\u3001\u4e0d\u78ba\u5b9f\u306a\u30c7\u30fc\u30bf\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u306e\u4fdd\u8a3c\u3001\u7c73\u56fdCLOUD\u6cd5\u306e\u3088\u3046\u306a\u5916\u56fd\u6cd5\u306b\u57fa\u3065\u304f\u6f5c\u5728\u7684\u306a\u30a2\u30af\u30bb\u30b9\u3001GDPR\u3067\u8981\u6c42\u3055\u308c\u308b\u8907\u96d1\u306a\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u79fb\u8ee2\u8a55\u4fa1\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u3082\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u3002\u6b27\u5dde\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u306f\u3001\u6a19\u6e96\u7684\u306a\u5951\u7d04\u6761\u9805\u3084\u88dc\u8db3\u63aa\u7f6e\u304c\u5fc5\u8981\u3068\u306a\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8907\u96d1\u3055\u304c\u5897\u3059\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306e\u7269\u7406\u7684\u304a\u3088\u3073\u8ad6\u7406\u7684\u306a\u7ba1\u7406\u3092\u5b8c\u5168\u306b\u7dad\u6301\u3059\u308bISO\u8a8d\u8a3c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30a4\u30f3\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3067\u306e\u5b8c\u5168\u30b9\u30a4\u30b9\u30db\u30b9\u30c8\u30c7\u30d7\u30ed\u30a4\u30e1\u30f3\u30c8\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u67d4\u8edf\u6027\u306b\u3088\u308a\u3001\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u3001\u30c7\u30fc\u30bf\u8ee2\u9001\u3001\u7b2c\u4e09\u8005\u30a2\u30af\u30bb\u30b9\u306b\u95a2\u3059\u308b\u898f\u5236\u5f53\u5c40\u3068\u306e\u4f1a\u8a71\u304c\u7c21\u7d20\u5316\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u7ba1\u7406<\/strong> \u306b\u306f\u614e\u91cd\u306a\u8a08\u753b\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002\u5b9f\u969b\u306e\u4f8b\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002EU\u3092\u62e0\u70b9\u3068\u3059\u308b\u9867\u5ba2\u304c\u30b9\u30a4\u30b9\u3067\u8cc7\u7523\u7ba1\u7406\u3092\u3057\u3066\u3044\u308b\u5834\u5408\u3001GDPR\u306e\u30c7\u30fc\u30bf\u79fb\u8ee2\u898f\u5247\u306b\u7d30\u5fc3\u306e\u6ce8\u610f\u3092\u6255\u3046\u5fc5\u8981\u304c\u3042\u308b\u3002\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u7ba1\u3057\u3001EU\u304b\u3089\u306e\u30b9\u30a4\u30b9FADP\u59a5\u5f53\u6027\u5224\u65ad\u306b\u4f9d\u62e0\u3057\u3001\u73fe\u5730\u3067\u4fdd\u6709\u3059\u308b\u9375\u306b\u3088\u308b\u6697\u53f7\u5316\u306e\u3088\u3046\u306a\u88dc\u8db3\u7684\u306a\u6280\u8853\u7684\u63aa\u7f6e\u3092\u5b9f\u65bd\u3057\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u901a\u77e5\u3067\u79fb\u8ee2\u30e1\u30ab\u30cb\u30ba\u30e0\u3092\u6587\u66f8\u5316\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u4f53\u7cfb\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u5229\u70b9\u3092\u7dad\u6301\u3057\u3064\u3064\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5b9f\u8a3c\u3059\u308b\u3082\u306e\u3067\u3059\u3002.<\/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\/02\/InvestGlass-Portfolio-2024-3382bf7c-2-1024x701.png\" alt=\"\u5b8c\u5168\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0 InvestGlass\" class=\"wp-image-46071\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/InvestGlass-Portfolio-2024-3382bf7c-2-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/InvestGlass-Portfolio-2024-3382bf7c-2-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/InvestGlass-Portfolio-2024-3382bf7c-2-768x525.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/InvestGlass-Portfolio-2024-3382bf7c-2-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/InvestGlass-Portfolio-2024-3382bf7c-2.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u5b8c\u5168\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0 InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-people-culture-and-incident-readiness\">\u4eba\u3001\u6587\u5316\u3001\u305d\u3057\u3066\u4e8b\u6545\u3078\u306e\u5099\u3048<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3069\u3093\u306a\u306b\u5f37\u56fa\u306a\u6280\u8853\u7684\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u3067\u3042\u3063\u3066\u3082\u3001\u4e0d\u6ce8\u610f\u306a\u884c\u52d5\u3084\u4e0d\u660e\u78ba\u306a\u624b\u9806\u306b\u3088\u3063\u3066\u640d\u306a\u308f\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u30c7\u30b8\u30bf\u30eb\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u3001\u6700\u7d42\u7684\u306b\u306f\u3001\u56f0\u96e3\u306a\u72b6\u6cc1\u4e0b\u3067\u9069\u5207\u306a\u5224\u65ad\u3092\u4e0b\u3059\u4eba\u3005\u306b\u304b\u304b\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bf\u30fc\u30b2\u30c3\u30c8\u30fb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0<\/strong> \u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u3001\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u5411\u3051\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3067\u306f\u3001\u4e00\u822c\u7684\u306a\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u8a8d\u8b58\u3067\u306f\u306a\u304f\u3001\u73fe\u5b9f\u7684\u306a\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u30b7\u30ca\u30ea\u30aa\u3092\u53d6\u308a\u4e0a\u3052\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3092\u6271\u3046\u3079\u304d\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30dd\u30fc\u30bf\u30eb\u30b5\u30a4\u30c8\u3092\u4e0d\u4fbf\u306b\u611f\u3058\u308b\u9867\u5ba2\u304b\u3089\u3001\u30d1\u30b9\u30dd\u30fc\u30c8\u306e\u30b3\u30d4\u30fc\u3084\u7a0e\u52d9\u66f8\u985e\u3092\u500b\u4eba\u7684\u306a\u96fb\u5b50\u30e1\u30fc\u30eb\u3067\u53d7\u3051\u53d6\u308b\u3002<\/li>\n\n\n\n<li>WhatsApp\u307e\u305f\u306f\u305d\u306e\u4ed6\u306e\u6d88\u8cbb\u8005\u5411\u3051\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u30fb\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5229\u7528\u3057\u305f\u53e3\u5ea7\u660e\u7d30\u306e\u9001\u4fe1\u306b\u95a2\u3059\u308b\u9867\u5ba2\u306e\u8981\u6c42<\/li>\n\n\n\n<li>\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u3001\u898f\u5236\u5f53\u5c40\u3001\u793e\u5185\u5e79\u90e8\u3092\u88c5\u3063\u305f\u30d5\u30a3\u30c3\u30b7\u30f3\u30b0\u306e\u8a66\u307f<\/li>\n\n\n\n<li>\u6642\u9593\u7684\u306a\u30d7\u30ec\u30c3\u30b7\u30e3\u30fc\u306e\u4e2d\u3067\u9867\u5ba2\u60c5\u5831\u3092\u8981\u6c42\u3059\u308b\u30bd\u30fc\u30b7\u30e3\u30eb\u30fb\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u30c8\u30d4\u30c3\u30af\u306f\u3001\u30d5\u30a3\u30c3\u30b7\u30f3\u30b0\u306e\u8a66\u307f\u3068\u30bd\u30fc\u30b7\u30e3\u30eb\u30fb\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u306b\u5bfe\u3059\u308b\u30b9\u30bf\u30c3\u30d5\u306e\u5bfe\u5fdc\u3092\u30c6\u30b9\u30c8\u3059\u308b\u5b9a\u671f\u7684\u306a\u30b7\u30df\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u3063\u3066\u88dc\u8db3\u3055\u308c\u3001\u6bce\u5e74\u306e\u5fc5\u9808\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u30c6\u30b9\u30c8\u306b\u542b\u307e\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u8abf\u67fb\u306b\u3088\u308b\u3068\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306e55\uff05\u3057\u304b\u6bce\u5e74\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30fb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u884c\u3063\u3066\u304a\u3089\u305a\u3001\u30b9\u30bf\u30c3\u30d5\u306e\u610f\u8b58\u306b\u5927\u304d\u306a\u30ae\u30e3\u30c3\u30d7\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u5bfe\u5fdc\u624b\u9806\u306e\u6587\u66f8\u5316<\/strong> \u500b\u4eba\u60c5\u5831\u4fdd\u8b77\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u306b\u3001\u4f01\u696d\u304c\u52b9\u679c\u7684\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u6e96\u5099\u3059\u308b\u3002\u3053\u308c\u3089\u306e\u624b\u9806\u306b\u306f\u3001\u4ee5\u4e0b\u3092\u660e\u8a18\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7d99\u7d9a\u7684\u306a\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u3092\u9632\u6b62\u3059\u308b\u305f\u3081\u306e\u65e9\u6025\u306a\u5c01\u3058\u8fbc\u3081\u63aa\u7f6e<\/li>\n\n\n\n<li>\u5185\u90e8\u5831\u544a\u30e9\u30a4\u30f3\u3068\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u95be\u5024<\/li>\n\n\n\n<li>GDPR\u306b\u304a\u3051\u308b72\u6642\u9593\u4ee5\u5185\u306e\u901a\u77e5\u8981\u4ef6\u306b\u7559\u610f\u3057\u305f\u3001\u898f\u5236\u5f53\u5c40\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30d7\u30ed\u30c8\u30b3\u30eb<\/li>\n\n\n\n<li>\u5f71\u97ff\u3092\u53d7\u3051\u308b\u9867\u5ba2\u5411\u3051\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8<\/li>\n\n\n\n<li>\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u767a\u751f\u5f8c\u306e\u5206\u6790\u3068\u4fee\u5fa9\u30d7\u30ed\u30bb\u30b9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u306e\u30ed\u30b0\u3084\u76e3\u67fb\u8a3c\u8de1\u306f\u3001\u8ab0\u304c\u3044\u3064\u3069\u306e\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3057\u305f\u304b\u3092\u660e\u78ba\u306b\u8a18\u9332\u3059\u308b\u3053\u3068\u3067\u3001\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u5206\u6790\u3092\u52a0\u901f\u3055\u305b\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u8a18\u9332\u306f\u3001\u898f\u5236\u5f53\u5c40\u306b\u5bfe\u3057\u3066\u8aac\u660e\u8cac\u4efb\u3068\u5354\u529b\u3092\u8a3c\u660e\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u3001\u7f70\u5247\u3084\u98a8\u8a55\u88ab\u5bb3\u3092\u8efd\u6e1b\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65e9\u671f\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u5968\u52b1<\/strong> \u306f\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306b\u95a2\u3059\u308b\u554f\u984c\u304c\u6df1\u523b\u306a\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u306b\u306a\u308b\u524d\u306b\u3001\u7591\u308f\u308c\u308b\u554f\u984c\u3092\u30b9\u30bf\u30c3\u30d5\u304c\u5b89\u5fc3\u3057\u3066\u63d0\u8d77\u3067\u304d\u308b\u3088\u3046\u306a\u4f01\u696d\u6587\u5316\u3092\u5275\u308a\u307e\u3059\u3002\u4f01\u696d\u306f\u3001\u65e9\u671f\u767a\u898b\u306b\u3088\u308a\u3001\u5c0f\u3055\u306a\u554f\u984c\u304c\u91cd\u5927\u306a\u9055\u53cd\u306b\u767a\u5c55\u3059\u308b\u3053\u3068\u3092\u3057\u3070\u3057\u3070\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u3053\u3068\u3092\u8a8d\u8b58\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u30df\u30b9\u3092\u5831\u544a\u3057\u305f\u3053\u3068\u306b\u3088\u308b\u51e6\u7f70\u3092\u6050\u308c\u308b\u30b9\u30bf\u30c3\u30d5\u306f\u3001\u7a4f\u4fbf\u306b\u89e3\u6c7a\u3057\u3088\u3046\u3068\u3059\u308b\u50be\u5411\u304c\u5f37\u304f\u306a\u308a\u3001\u72b6\u6cc1\u304c\u60aa\u5316\u3059\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-client-education-and-awareness\">Client Education and Awareness<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Client education and awareness are essential components of a robust data security <a href=\"https:\/\/www.investglass.com\/ja\/2024%e5%b9%b4%e3%81%ae%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e6%88%a6%e7%95%a5%e3%81%ae%e3%83%88%e3%83%83\/\" target=\"_self\">strategy in the financial services<\/a> industry. As wealth managers are entrusted with sensitive financial data and personally identifiable information, it is vital to ensure that clients themselves are equipped to play an active role in protecting their own sensitive data. In today\u2019s digital landscape, where cyber threats evolve rapidly and identity thieves continually seek new ways to gain access to financial accounts, empowering clients with knowledge is a critical line of defence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealth management firms should take a proactive approach to educating clients about the risks associated with digital financial services. This includes raising awareness about phishing attempts, malicious software designed to steal account details, and the dangers of sharing sensitive documents or financial information through unsecured electronic communications or personal devices. Clients should be encouraged to use strong passwords, enable multi-factor authentication on all financial accounts, and regularly update their security settings and operating system to reduce vulnerabilities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Providing clear guidance on how to identify and report suspicious activity, such as unauthorised transactions, unexpected requests for personal information, or unusual account behaviour, helps clients act swiftly to prevent data breaches and protect sensitive client information. Regular security audits and awareness campaigns can keep clients informed about the latest cyber threats and best practices for digital security, ensuring that they remain vigilant as new risks emerge.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Aligning client education initiatives with regulatory obligations, such as the General Data Protection Regulation, is also crucial. Wealth management firms should provide transparent information about how client data is collected, stored, and protected, and explain the firm\u2019s commitment to data privacy and information security. This transparency not only fulfils regulatory requirements but also builds client confidence and trust.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A well-structured client education programme can become a significant competitive advantage for a wealth management firm. By demonstrating a commitment to protecting client data and equipping clients with the tools to safeguard their financial picture, firms can strengthen client relationships, enhance client retention, and bolster their reputation in the wealth management industry.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-helps-wealth-managers-maintain-data-privacy\">InvestGlass\u306f\u3069\u306e\u3088\u3046\u306b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u7dad\u6301\u3059\u308b\u306e\u3092\u52a9\u3051\u308b\u304b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM\u3068\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u898f\u5236\u5bfe\u8c61\u306e\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af\u3001\u305d\u306e\u4ed6\u306e\u91d1\u878d\u6a5f\u95a2\u5411\u3051\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3001\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30aa\u30d7\u30b7\u30e7\u30f3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u305f\u6a5f\u80fd\u3092\u901a\u3058\u3066\u3001\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u8ab2\u984c\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7d71\u5408\u30c7\u30fc\u30bf\u7ba1\u7406<\/strong> \u306f\u3001CRM\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3001\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u30921\u3064\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u8907\u96d1\u3055\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002\u4e00\u8cab\u6027\u306e\u306a\u3044\u30b3\u30f3\u30d5\u30a3\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3084\u65ad\u7247\u7684\u306a\u76e3\u67fb\u8a3c\u8de1\u306e\u30ea\u30b9\u30af\u3092\u4f34\u3046\u30015\u3064\u304b6\u3064\u306e\u5225\u3005\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u7ba1\u7406\u3092\u884c\u3046\u306e\u3067\u306f\u306a\u304f\u3001\u4f01\u696d\u306f\u7d71\u4e00\u3055\u308c\u305f\u30ac\u30d0\u30ca\u30f3\u30b9\u69cb\u9020\u306b\u3088\u3063\u3066\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u91d1\u878d\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77\u6a5f\u80fd<\/strong> \u3092\u542b\u3080\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u7279\u5fb4<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u304d\u3081\u7d30\u304b\u306a\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u6a29\u9650<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8a31\u53ef\u3055\u308c\u305f\u500b\u4eba\u306e\u307f\u304c\u7279\u5b9a\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30d5\u30a3\u30fc\u30eb\u30c9\u30fb\u30ec\u30d9\u30eb\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7a0e\u52d9\u66f8\u985e\u306e\u3088\u3046\u306a\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u30d5\u30a3\u30fc\u30eb\u30c9\u3092\u3001\u305d\u308c\u3092\u5fc5\u8981\u3068\u3057\u306a\u3044\u30e6\u30fc\u30b6\u30fc\u304b\u3089\u96a0\u3057\u307e\u3059\u3002<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e0d\u5909\u306e\u76e3\u67fb\u30ed\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u898f\u5236\u5f53\u5c40\u306e\u691c\u67fb\u3084\u4e8b\u6545\u8abf\u67fb\u306b\u8a3c\u62e0\u3092\u63d0\u4f9b\u3059\u308b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8a2d\u5b9a\u53ef\u80fd\u306a\u30c7\u30fc\u30bf\u4fdd\u6301\u30dd\u30ea\u30b7\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4fdd\u5b58\u671f\u9593\u306e\u7d42\u4e86\u306b\u4f34\u3046\u524a\u9664\u306e\u81ea\u52d5\u5316<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u540c\u610f\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u3068\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u8a2d\u5b9a\u306e\u8ffd\u8de1\u3068\u5b9f\u65bd<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5c55\u958b\u306e\u67d4\u8edf\u6027<\/strong> \u306f\u3001ISO \u8a8d\u8a3c\u3092\u53d7\u3051\u305f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30b9\u30a4\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u3068\u3001\u5b8c\u5168\u306a\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30a4\u30f3\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u901a\u3058\u3066\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u306e\u8981\u4ef6\u306b\u5bfe\u5fdc\u3057\u307e\u3059\u3002\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u578b\u3067\u306f\u3001\u7269\u7406\u7684\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u69cb\u6210\u3001\u6697\u53f7\u9375\u7ba1\u7406\u306a\u3069\u3001\u30a4\u30f3\u30d5\u30e9\u3092\u5b8c\u5168\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u67d4\u8edf\u6027\u306f\u3001\u4e8b\u696d\u7d99\u7d9a\u8a08\u753b\u3084\u7570\u306a\u308b\u53f8\u6cd5\u7ba1\u8f44\u533a\u3092\u307e\u305f\u304c\u308b\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u80fd\u529b<\/strong> \u904b\u7528\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30eb\u30fc\u30eb\u3092\u7d44\u307f\u8fbc\u3080\u3002\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d5\u30ed\u30fc\u306f\u3001\u5b89\u5168\u306a\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u5fc5\u8981\u306a\u66f8\u985e\u306e\u307f\u3092\u53ce\u96c6\u3057\u307e\u3059\u3002\u627f\u8a8d\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306f\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u6c7a\u5b9a\u3092\u9069\u5207\u306a\u30ec\u30d3\u30e5\u30a2\u30fc\u306b\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u3057\u307e\u3059\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u540c\u610f\u306e\u30b9\u30c6\u30fc\u30bf\u30b9\u3001\u8cfc\u8aad\u306e\u30d7\u30ea\u30d5\u30a1\u30ec\u30f3\u30b9\u3001\u304a\u3088\u3073\u6cd5\u57df\u56fa\u6709\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30fb\u30eb\u30fc\u30eb\u3092\u81ea\u52d5\u7684\u306b\u5c0a\u91cd\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u3068\u5354\u529b\u3057\u3001GDPR\u3001\u30b9\u30a4\u30b9FADP\u3001FINMA\u30b5\u30fc\u30ad\u30e5\u30e9\u30fc\u306e\u3088\u3046\u306a\u696d\u754c\u7279\u6709\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u542b\u3080\u73fe\u5730\u306e\u898f\u5236\u8981\u4ef6\u306b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u8a2d\u5b9a\u3092\u5408\u308f\u305b\u307e\u3059\u3002\u3053\u306e\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u6280\u8853\u7684\u306a\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u304c\u5404\u6a5f\u95a2\u304c\u76f4\u9762\u3059\u308b\u7279\u5b9a\u306e\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u3092\u78ba\u5b9f\u306b\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-staying-ahead-of-emerging-privacy-and-security-threats\">\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u65b0\u305f\u306a\u8105\u5a01\u3092\u5148\u53d6\u308a\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30a4\u30d0\u30fc\u8105\u5a01\u304c\u9032\u5316\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u6163\u884c\u3092\u7d99\u7d9a\u7684\u306b\u9069\u5fdc\u3055\u305b\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u65b0\u305f\u306a\u8105\u5a01\u306b\u306f\u3001\u30d3\u30c7\u30aa\u691c\u8a3c\u3092\u6253\u3061\u8ca0\u304b\u3059\u30c7\u30a3\u30fc\u30d7\u30d5\u30a7\u30a4\u30afID\u8a50\u6b3a\u3001\u975e\u5e38\u306b\u8aac\u5f97\u529b\u306e\u3042\u308b\u306a\u308a\u3059\u307e\u3057\u3092\u4f5c\u6210\u3059\u308bAI\u652f\u63f4\u30d5\u30a3\u30c3\u30b7\u30f3\u30b0\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3001\u5bcc\u88d5\u5c64\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3057\u305f\u307e\u3059\u307e\u3059\u653b\u6483\u7684\u306a\u30c7\u30fc\u30bf\u5f37\u596a\u30b9\u30ad\u30fc\u30e0\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9a\u671f\u7684\u306a\u8a55\u4fa1<\/strong> \u5c11\u306a\u304f\u3068\u3082\u5e741\u56de\u306f\u5b9f\u65bd\u3057\u3001\u4ee5\u4e0b\u3092\u542b\u3080\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3084\u793e\u5185\u30b7\u30b9\u30c6\u30e0\u306e\u4fb5\u5165\u30c6\u30b9\u30c8<\/li>\n\n\n\n<li>\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3068\u6697\u53f7\u5316\u8a2d\u5b9a\u306e\u69cb\u6210\u30ec\u30d3\u30e5\u30fc<\/li>\n\n\n\n<li>\u65b0\u88fd\u54c1\u304a\u3088\u3073\u30b5\u30fc\u30d3\u30b9\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u5f71\u97ff\u8a55\u4fa1\u306e\u66f4\u65b0<\/li>\n\n\n\n<li>\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6271\u3046\u7b2c\u4e09\u8005\u306e\u30d9\u30f3\u30c0\u30fc\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5be9\u67fb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9ad8\u5ea6\u306a\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u3068\u6a5f\u68b0\u5b66\u7fd2<\/strong> \u306f\u3001\u30a4\u30f3\u30b5\u30a4\u30c0\u30fc\u306e\u4e0d\u6b63\u4f7f\u7528\u3084\u30a2\u30ab\u30a6\u30f3\u30c8\u306e\u6f0f\u6d29\u3092\u793a\u5506\u3059\u308b\u7570\u5e38\u306a\u30a2\u30af\u30bb\u30b9\u30d1\u30bf\u30fc\u30f3\u3084\u30c7\u30fc\u30bf\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3092\u691c\u51fa\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u7570\u5e38\u691c\u77e5\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u9867\u5ba2\u8a18\u9332\u306e\u4e00\u62ec\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3001\u901a\u5e38\u306e\u52e4\u52d9\u6642\u9593\u5916\u306e\u30a2\u30af\u30bb\u30b9\u3001\u7570\u5e38\u306a\u6570\u306e\u9867\u5ba2\u30d5\u30a1\u30a4\u30eb\u306b\u5bfe\u3059\u308b\u30af\u30a8\u30ea\u306a\u3069\u306e\u52d5\u4f5c\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30a2\u30e9\u30fc\u30c8\u306b\u3088\u308a\u3001\u91cd\u5927\u306a\u88ab\u5bb3\u304c\u767a\u751f\u3059\u308b\u524d\u306b\u8fc5\u901f\u306a\u8abf\u67fb\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u696d\u754c\u306e\u53c2\u52a0<\/strong> \u306f\u3001\u65b0\u305f\u306a\u8105\u5a01\u306b\u95a2\u3059\u308b\u60c5\u5831\u3092\u4f01\u696d\u306b\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u60c5\u5831\u5171\u6709\u30b0\u30eb\u30fc\u30d7\u3001\u898f\u5236\u5f53\u5c40\u3078\u306e\u8aac\u660e\u4f1a\u3001\u30d9\u30f3\u30c0\u30fc\u4e3b\u5c0e\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306f\u3001\u7279\u306b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u754c\u306b\u95a2\u9023\u3059\u308b\u8105\u5a01\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u306f\u3001\u30c6\u30af\u30cb\u30c3\u30af\u3084\u30c4\u30fc\u30eb\u3092\u5171\u6709\u3059\u308b\u6d17\u7df4\u3055\u308c\u305f\u6575\u306b\u76f4\u9762\u3057\u3066\u304a\u308a\u3001\u96c6\u56e3\u7684\u306a\u9632\u5fa1\u306f\u8cb4\u91cd\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u65b0\u305f\u306a\u8106\u5f31\u6027\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u7d99\u7d9a\u7684\u306b\u66f4\u65b0\u3057\u3001\u898f\u5236\u3084\u8105\u5a01\u306e\u9032\u5316\u306b\u5408\u308f\u305b\u3066\u65b0\u3057\u3044\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6a5f\u80fd\u3092\u5b9f\u88c5\u3059\u308b\u305f\u3081\u306b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u5354\u529b\u3057\u307e\u3059\u3002\u3053\u306e\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u5bfe\u7b56\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u5c02\u9580\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u7814\u7a76\u30c1\u30fc\u30e0\u3092\u5fc5\u8981\u3068\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u696d\u754c\u306e\u52d5\u5411\u3092\u5e38\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The regulatory landscape continues to evolve as well. The EU AI Act classifies certain <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%ab%e3%81%8a%e3%81%91%e3%82%8bai%e6%b4%bb%e7%94%a8%e4%ba%8b%e4%be%8b-2025\/\" target=\"_self\">wealth management AI<\/a> applications as high risk, requiring impact assessments and ongoing monitoring. Zero knowledge proofs and privacy enhancing technologies gain traction for verifying wealth or identity without revealing underlying data. Quantum computing advances may eventually threaten current encryption standards, prompting early adoption of quantum safe cryptography by forward thinking institutions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1499\" height=\"1060\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-AI-Agent-for-Trading.png\" alt=\"\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u4eba\u5de5\u77e5\u80fd\" class=\"wp-image-47794\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-AI-Agent-for-Trading.png 1499w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-AI-Agent-for-Trading-300x212.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-AI-Agent-for-Trading-1024x724.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-AI-Agent-for-Trading-768x543.png 768w\" sizes=\"(max-width: 1499px) 100vw, 1499px\" \/><figcaption class=\"wp-element-caption\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u4eba\u5de5\u77e5\u80fd<\/figcaption><\/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-a-wealth-management-firm-review-its-data-privacy-framework\">\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u306f\u3001\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u67a0\u7d44\u307f\u3092\u3069\u306e\u304f\u3089\u3044\u306e\u983b\u5ea6\u3067\u898b\u76f4\u3059\u3079\u304d\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30dd\u30ea\u30b7\u30fc\u3001\u30c7\u30fc\u30bf\u30a4\u30f3\u30d9\u30f3\u30c8\u30ea\u3001\u304a\u3088\u3073\u30ac\u30d0\u30ca\u30f3\u30b9\u69cb\u9020\u306e\u6b63\u5f0f\u306a\u898b\u76f4\u3057\u306f\u3001\u5c11\u306a\u304f\u3068\u3082\u5e74\u306b1\u56de\u884c\u3046\u3079\u304d\u3067\u3042\u308b\u3002\u3053\u306e\u5e74\u6b21\u30ec\u30d3\u30e5\u30fc\u306b\u3088\u308a\u3001\u4e8b\u696d\u306e\u767a\u5c55\u306b\u4f34\u3044\u6587\u66f8\u304c\u6700\u65b0\u3067\u3042\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u3002\u6bce\u5e74\u306e\u30ec\u30d3\u30e5\u30fc\u306b\u3068\u3069\u307e\u3089\u305a\u3001\u65b0\u3057\u3044\u5e02\u5834\u306b\u53c2\u5165\u3059\u308b\u3068\u304d\u3001\u65b0\u3057\u3044\u88fd\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u7acb\u3061\u4e0a\u3052\u308b\u3068\u304d\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084IT\u306e\u5f79\u5272\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u4eba\u54e1\u306e\u5909\u66f4\u304c\u3042\u3063\u305f\u3068\u304d\u3001\u307e\u305f\u306f\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30fb\u30a4\u30f3\u30b7\u30c7\u30f3\u30c8\u304c\u767a\u751f\u3057\u305f\u3068\u304d\u306b\u306f\u3001\u7684\u3092\u7d5e\u3063\u305f\u8a55\u4fa1\u3092\u884c\u3046\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u7ba1\u7406\u3092\u7dad\u6301\u3059\u308b\u7d99\u7d9a\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u3001\u5b9a\u671f\u7684\u306a\u30ec\u30d3\u30e5\u30fc\u3068\u30a4\u30d9\u30f3\u30c8\u3092\u304d\u3063\u304b\u3051\u3068\u3057\u305f\u518d\u8a55\u4fa1\u306e\u4e21\u65b9\u304c\u6709\u52b9\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-difference-between-data-privacy-and-data-security-in-practice\">\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u9055\u3044\u3068\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306f\u3001\u9867\u5ba2\u60c5\u5831\u3092\u53ce\u96c6\u3001\u4f7f\u7528\u3001\u5171\u6709\u3001\u4fdd\u6301\u3059\u308b\u7406\u7531\u3068\u65b9\u6cd5\u3092\u898f\u5b9a\u3059\u308b\u3082\u306e\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u7279\u5b9a\u306e\u60c5\u5831\u306e\u53ce\u96c6\u304c\u5fc5\u8981\u304b\u3069\u3046\u304b\u3001\u9867\u5ba2\u306f\u9069\u5207\u306a\u540c\u610f\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u3001\u4f7f\u7528\u76ee\u7684\u304c\u660e\u793a\u3055\u308c\u305f\u76ee\u7684\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u3068\u3044\u3063\u305f\u554f\u984c\u306b\u5bfe\u51e6\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3002\u30c7\u30fc\u30bf\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u3001\u6697\u53f7\u5316\u3001\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u3001\u30d5\u30a1\u30a4\u30a2\u30a6\u30a9\u30fc\u30eb\u3001\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306a\u3069\u306e\u6280\u8853\u7684\u7ba1\u7406\u3092\u901a\u3058\u3066\u3001\u6a5f\u5bc6\u60c5\u5831\u3092\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u3001\u7d1b\u5931\u3001\u7834\u640d\u304b\u3089\u4fdd\u8b77\u3059\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u304f\u3002\u6b63\u5f53\u306a\u7406\u7531\u306a\u304f\u904e\u5270\u306a\u30c7\u30fc\u30bf\u3092\u53ce\u96c6\u3057\u3066\u3044\u308b\u4f01\u696d\u306f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u5f37\u56fa\u3067\u3082\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306f\u8106\u5f31\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u9006\u306b\u3001\u512a\u308c\u305f\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30fb\u30dd\u30ea\u30b7\u30fc\u3082\u3001\u305d\u308c\u3092\u5b9f\u65bd\u3059\u308b\u305f\u3081\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u7ba1\u7406\u306a\u3057\u3067\u306f\u52b9\u679c\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u3069\u3061\u3089\u306e\u5206\u91ce\u3082\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4fdd\u8b77\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u8981\u7d20\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-smaller-independent-wealth-managers-realistically-meet-strict-data-privacy-requirements\">\u5c0f\u898f\u6a21\u306e\u72ec\u7acb\u7cfb\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u73fe\u5b9f\u7684\u306b\u53b3\u3057\u3044\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u5c0f\u4f01\u696d\u3067\u3082\u3001\u5927\u898f\u6a21\u306a\u5185\u90e8\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u3092\u5fc5\u8981\u3068\u305b\u305a\u306b\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u7ba1\u7406\u3001\u30bd\u30d6\u30ea\u30f3\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u7d44\u307f\u8fbc\u3093\u3060\u5c02\u9580\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u7d76\u5bfe\u306b\u73fe\u4ee3\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u57fa\u6e96\u3092\u6e80\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002InvestGlass\u306f\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u3001\u6697\u53f7\u5316\u3001\u76e3\u67fb\u8a3c\u8de1\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u542b\u3080\u3001\u5927\u898f\u6a21\u306a\u91d1\u878d\u6a5f\u95a2\u304c\u5229\u7528\u3067\u304d\u308b\u306e\u3068\u540c\u3058\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6a5f\u80fd\u3092\u30d6\u30c6\u30a3\u30c3\u30af\u30fb\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u63d0\u4f9b\u3057\u307e\u3059\u3002\u91cd\u8981\u306a\u306e\u306f\u3001\u898f\u5236\u8981\u4ef6\u3092\u7406\u89e3\u3057\u3001\u6700\u521d\u304b\u3089\u30b7\u30b9\u30c6\u30e0\u3092\u9069\u5207\u306b\u69cb\u6210\u3059\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u9078\u3076\u3053\u3068\u3067\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30ab\u30b9\u30bf\u30e0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306e\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u306a\u3057\u306b\u3001\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u7bc9\u304d\u3001\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30ea\u30ba\u30e0\u3092\u793a\u3059\u3053\u3068\u306b\u3088\u308a\u3001\u7af6\u4e89\u4e0a\u306e\u512a\u4f4d\u6027\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-should-wealth-managers-handle-client-requests-to-use-personal-email-or-messaging-apps-for-sensitive-documents\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u6a5f\u5bc6\u6587\u66f8\u306b\u500b\u4eba\u306e\u96fb\u5b50\u30e1\u30fc\u30eb\u3084\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u30fb\u30a2\u30d7\u30ea\u3092\u4f7f\u3044\u305f\u3044\u3068\u3044\u3046\u9867\u5ba2\u306e\u8981\u671b\u306b\u3069\u306e\u3088\u3046\u306b\u5bfe\u51e6\u3059\u3079\u304d\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u306f\u3001\u7121\u9632\u5099\u306a\u96fb\u5b50\u30e1\u30fc\u30eb\u3084\u6d88\u8cbb\u8005\u5411\u3051\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u30fb\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u30fb\u30ea\u30b9\u30af\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u5b89\u5168\u306a\u30dd\u30fc\u30bf\u30eb\u30b5\u30a4\u30c8\u3084\u6697\u53f7\u5316\u3055\u308c\u305f\u30c1\u30e3\u30cd\u30eb\u306b\u4e01\u5be7\u306b\u3001\u3057\u304b\u3057\u3057\u3063\u304b\u308a\u3068\u30ea\u30c0\u30a4\u30ec\u30af\u30c8\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u500b\u4eba\u306e\u30c7\u30d0\u30a4\u30b9\u3084\u6d88\u8cbb\u8005\u5411\u3051\u30a2\u30d7\u30ea\u306b\u306f\u3001\u9867\u5ba2\u306e\u6a5f\u5bc6\u60c5\u5831\u3092\u4fdd\u8b77\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u6697\u53f7\u5316\u3001\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u76e3\u67fb\u8a3c\u8de1\u304c\u306a\u3044\u3002\u3053\u306e\u3088\u3046\u306a\u74b0\u5883\u8a2d\u5b9a\u306f\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30ec\u30bf\u30fc\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30ac\u30a4\u30c9\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u8cc7\u6599\u306a\u3069\u306b\u6587\u66f8\u5316\u3057\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u521d\u671f\u6bb5\u968e\u304b\u3089\u660e\u78ba\u306b\u3057\u3066\u304a\u304f\u5fc5\u8981\u304c\u3042\u308b\u3002\u306a\u305c\u3053\u306e\u3088\u3046\u306a\u5bfe\u7b56\u304c\u8ca1\u52d9\u5185\u5bb9\u3084\u500b\u4eba\u60c5\u5831\u3092\u4fdd\u8b77\u3059\u308b\u306e\u304b\u306b\u3064\u3044\u3066\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u6559\u80b2\u3059\u308b\u3053\u3068\u3067\u3001\u901a\u5e38\u3001\u62b5\u6297\u306f\u306a\u304f\u3001\u7406\u89e3\u3068\u611f\u8b1d\u304c\u751f\u307e\u308c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-quick-steps-can-a-firm-take-in-the-next-six-months-to-improve-data-privacy\">\u30c7\u30fc\u30bf\u30fb\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3092\u6539\u5584\u3059\u308b\u305f\u3081\u306b\u3001\u4f01\u696d\u306f\u4eca\u5f8c6\u30f6\u6708\u306e\u9593\u306b\u3069\u306e\u3088\u3046\u306a\u8fc5\u901f\u306a\u63aa\u7f6e\u3092\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u9762\u306e\u512a\u5148\u4e8b\u9805\u3068\u3057\u3066\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u304c\u5168\u30b7\u30b9\u30c6\u30e0\u306b\u4fdd\u5b58\u3055\u308c\u3066\u3044\u308b\u5834\u6240\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3057\u3001\u4e88\u671f\u305b\u306c\u30ea\u30dd\u30b8\u30c8\u30ea\u3084\u30b7\u30e3\u30c9\u30fcIT\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u6b21\u306b\u3001\u5404\u5f79\u5272\u306b\u5fc5\u8981\u306a\u3082\u306e\u3060\u3051\u304c\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u6a29\u3092\u898b\u76f4\u3057\u3001\u5f37\u5316\u3059\u308b\u3002\u9759\u6b62\u6642\u304a\u3088\u3073\u8ee2\u9001\u6642\u306e\u30c7\u30fc\u30bf\u306e\u6697\u53f7\u5316\u3092\u5c0e\u5165\u307e\u305f\u306f\u691c\u8a3c\u3057\u3001\u9867\u5ba2\u60c5\u5831\u3092\u542b\u3080\u3059\u3079\u3066\u306e\u30b7\u30b9\u30c6\u30e0\u3067\u591a\u8981\u7d20\u8a8d\u8a3c\u3092\u6709\u52b9\u306b\u3059\u308b\u3002\u500b\u4eba\u60c5\u5831\u4fdd\u8b77\u901a\u77e5\u3092\u66f4\u65b0\u3057\u3001\u73fe\u5728\u306e\u6163\u884c\u3068\u9867\u5ba2\u306e\u6a29\u5229\u3092\u6b63\u78ba\u306b\u53cd\u6620\u3055\u305b\u308b\u3002\u6700\u5f8c\u306b\u3001\u4e00\u822c\u7684\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u610f\u8b58\u5411\u4e0a\u6559\u6750\u3067\u306f\u306a\u304f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1 \u30f3\u30c8\u306b\u304a\u3051\u308b\u73fe\u5b9f\u7684\u306a\u30b1\u30fc\u30b9\u30fb\u30b9\u30bf\u30c7\u30a3\u3092\u4f7f\u7528\u3057\u305f\u3001\u7684\u3092\u7d5e\u3063\u305f\u30b9\u30bf\u30c3\u30d5\u30fb\u30c8 \u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u5b9f\u65bd\u3059\u308b\u3002\u3053\u308c\u3089\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u3088\u308a\u9577\u671f\u7684\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u6210\u719f\u306e\u305f\u3081\u306e\u57fa\u790e\u3092\u78ba\u7acb\u3059\u308b\u4e00\u65b9\u3067\u3001\u73fe\u5b9f\u7684\u306a\u6642\u9593\u67a0\u306e\u4e2d\u3067\u6709\u610f\u7fa9\u306a\u6539\u5584\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Data privacy has moved from back office compliance checklists to boardroom strategy discussions. Regulations like the General Data Protection Regulation, the revised Swiss Federal Act on Data Protection effective September 2023, SEC Regulation S-P, and FINRA rules now impose explicit obligations on how wealth management firms handle client information. Data privacy is crucial for wealth managers because they handle sensitive information about clients&#8217; personal finances and have a fiduciary duty to protect that information. Wealth managers hold some of the most sensitive data in the financial services industry, including KYC files, tax documents, portfolio statements, and detailed family structures, making them prime targets for cyber attacks and sophisticated privacy breaches. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":44058,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1008,95],"class_list":["post-50222","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-data-privacy","tag-wealth-management"],"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>Data Privacy in Wealth Management: A Strategic Overview<\/title>\n<meta name=\"description\" content=\"Explore data privacy in wealth management and understand the significance of protecting clients&#039; sensitive information.\" \/>\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\/how-to-maintain-data-privacy-in-wealth-management-2\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Maintain Data Privacy in Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Data privacy has moved from back office compliance checklists to boardroom\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/how-to-maintain-data-privacy-in-wealth-management-2\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-06-01T07:06:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/Wealth-managers-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"768\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u57f7\u7b46\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data2\" content=\"21\u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Data Privacy in Wealth Management: A Strategic Overview","description":"Explore data privacy in wealth management and understand the significance of protecting clients' sensitive information.","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\/how-to-maintain-data-privacy-in-wealth-management-2\/","og_locale":"ja_JP","og_type":"article","og_title":"How to Maintain Data Privacy in Wealth Management","og_description":"Data privacy has moved from back office compliance checklists to boardroom","og_url":"https:\/\/www.investglass.com\/ja\/how-to-maintain-data-privacy-in-wealth-management-2\/","og_site_name":"InvestGlass","article_published_time":"2026-06-01T07:06:52+00:00","og_image":[{"width":1024,"height":768,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/Wealth-managers-1.png","type":"image\/png"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u57f7\u7b46\u8005":"InvestGlass","\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593":"21\u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"How to Maintain Data Privacy in Wealth Management","datePublished":"2026-06-01T07:06:52+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/"},"wordCount":4525,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/Wealth-managers-1.png","keywords":["Data Privacy","wealth management"],"articleSection":["Article"],"inLanguage":"ja","copyrightYear":"2026","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ja\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/","url":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/","name":"Data Privacy in Wealth Management: A Strategic Overview","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/Wealth-managers-1.png","datePublished":"2026-06-01T07:06:52+00:00","description":"Explore data privacy in wealth management and understand the significance of protecting clients' sensitive information.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/#breadcrumb"},"inLanguage":"ja","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/"]}]},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/Wealth-managers-1.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/02\/Wealth-managers-1.png","width":1024,"height":768,"caption":"data privacy in wealth management"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"How to Maintain Data Privacy in Wealth Management"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","description":"\u30b9\u30a4\u30b9\u30fb\u30bd\u30d6\u30ea\u30f3CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ja"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u30a4\u30f3\u30d9\u30b9\u30c8\u30ac\u30e9\u30b9","image":{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/ja\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/www.investglass.com\/how-to-maintain-data-privacy-in-wealth-management-2\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts\/50222","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/comments?post=50222"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/posts\/50222\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/media\/44058"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/media?parent=50222"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/categories?post=50222"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ja\/wp-json\/wp\/v2\/tags?post=50222"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}