{"id":50779,"date":"2026-06-03T11:34:28","date_gmt":"2026-06-03T09:34:28","guid":{"rendered":"https:\/\/www.investglass.com\/?p=50779"},"modified":"2026-05-27T11:36:12","modified_gmt":"2026-05-27T09:36:12","slug":"how-can-wealth-management-firms-scale-successfully-in-2026","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-can-wealth-management-firms-scale-successfully-in-2026\/","title":{"rendered":"How Can Wealth Management Firms Scale Successfully in 2026?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2026\u5e74\u306e\u6210\u9577\u306f\u3001\u5e02\u5834\u306e\u4e0a\u6607\u3060\u3051\u306b\u983c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u6709\u6a5f\u7684\u306a\u9867\u5ba2\u7372\u5f97\u3001\u6b21\u4e16\u4ee3\u9867\u5ba2\u306e\u7dad\u6301\u3001\u53b3\u9078\u3055\u308c\u305fM&amp;A\u3092\u610f\u56f3\u7684\u306b\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u306b\u3088\u3063\u3066\u3082\u305f\u3089\u3055\u308c\u308b\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A wealth management firm&#8217;s business model is under pressure and must evolve to incorporate new digital tools, rising client expectations, and updated organisational strategies to remain competitive. Firms that industrialise growth with data driven CRM, AI tools, and automation will outpace competitors who simply add headcount or expand product shelves.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u4e00\u3055\u308c\u305f\u9867\u5ba2\u30c7\u30fc\u30bf\u3001\u30b9\u30a4\u30b9\u30fb\u30b0\u30ec\u30fc\u30c9\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u8a2d\u8a08\u306b\u3088\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u5358\u306a\u308b\u898f\u5236\u4e0a\u306e\u5fc5\u8981\u6027\u3067\u306f\u306a\u304f\u3001\u7af6\u4e89\u4e0a\u306e\u512a\u4f4d\u6027\u3068\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Advisors must evolve into AI augmented <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> while platforms like InvestGlass handle onboarding, KYC, marketing, and portfolio workflows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass represents a practical example of how a <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> Swiss CRM and wealth management stack can support every growth pillar described in this article.<\/p>\n\n\n\n<h2 id=\"h-introduction-why-2026-is-a-breakout-year-for-growth\" class=\"wp-block-heading\">\u306f\u3058\u3081\u306b2026\u5e74\u304c\u6210\u9577\u306e\u98db\u8e8d\u306e\u5e74\u3068\u306a\u308b\u7406\u7531<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u754c\u306f\u5909\u66f2\u70b9\u306b\u7acb\u3063\u3066\u3044\u308b\u3002\u5bcc\u306e\u79fb\u8ee2\u306f\u52a0\u901f\u3057\u3001\u624b\u6570\u6599\u5727\u529b\u306f\u5229\u3056\u3084\u3092\u5727\u8feb\u3057\u7d9a\u3051\u3001\u9280\u884c\u3068RIA\u306e\u7d71\u5408\u306f\u8a18\u9332\u7684\u306a\u30ec\u30d9\u30eb\u306b\u9054\u3057\u3066\u3044\u308b\u3002\u5927\u624b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3084\u30e1\u30acRIA\u304c\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30c7\u30fc\u30bf\u306e\u898f\u5f8b\u3042\u308b\u5229\u7528\u306b\u3088\u3063\u3066\u512a\u4f4d\u306b\u7acb\u3064\u4e00\u65b9\u3067\u3001\u591a\u304f\u306e\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u6709\u6a5f\u7684\u6210\u9577\u7387\u306f\u4f9d\u7136\u3068\u3057\u30661\u6841\u53f0\u524d\u534a\u306b\u3068\u3069\u307e\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is not another generic trends list. This article serves as a practical playbook for wealth management leaders, industry executives and decision-makers, who want to grow in 2026 by combining people, process, and technology into a coherent strategy. We will examine how to redesign your growth model, capture organic growth through data driven systems, win the next generation of wealthy clients, make advisors AI augmented relationship leaders, and expand thoughtfully through partnerships and acquisitions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, a Swiss wealthtech company, helps transform these strategies into execution through its <a href=\"https:\/\/www.investglass.com\/ja\/\" target=\"_self\">all-in-one sovereign CRM platform<\/a>, <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%b3%e3%83%bc%e3%83%9d%e3%83%ac%e3%83%bc%e3%83%88%e3%83%bb%e3%83%90%e3%83%b3%e3%82%ad%e3%83%b3%e3%82%b0%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa\/\" target=\"_self\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a>, KYC workflows, <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\">portfolio tools<\/a>, and marketing automation. Throughout this article, we will illustrate how such a platform supports each growth lever.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>2026 \u6210\u9577\u30ec\u30d0\u30fc<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u5fc5\u8981\u306a\u3082\u306e<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u304c\u305d\u308c\u3092\u652f\u3048\u308b<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6709\u6a5f\u7684\u306a\u9867\u5ba2\u7372\u5f97<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CRM\u30c7\u30fc\u30bf\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u30d7\u30ec\u30a4\u30d6\u30c3\u30af<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u4e00\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u30c8\u30ea\u30ac\u30fc\u3001\u30ea\u30fc\u30c9\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6b21\u4e16\u4ee3\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30de\u30c3\u30d4\u30f3\u30b0\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3001\u30d5\u30ec\u30ad\u30b7\u30d6\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u3001\u30bb\u30ad\u30e5\u30a2\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3001\u30e2\u30d0\u30a4\u30eb\u30fb\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6226\u7565\u7684M&amp;A\u3068\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u5408\u6a5f\u80fd\u3001\u5171\u901a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5358\u4e00\u306eCRM\u30ec\u30a4\u30e4\u30fc\u3001API\u63a5\u7d9a\u6027\u3001\u30db\u30ef\u30a4\u30c8\u30e9\u30d9\u30eb\u30aa\u30d7\u30b7\u30e7\u30f3<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 id=\"h-redesign-your-growth-model-for-2026\" class=\"wp-block-heading\">2026\u5e74\u306b\u5411\u3051\u305f\u6210\u9577\u30e2\u30c7\u30eb\u306e\u518d\u8a2d\u8a08<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In 2026, growth must be deliberately designed, not left to market appreciation or opportunistic acquisitions. Firms that treat growth as a structured business process rather than an aspirational goal will achieve measurably better results. Managing operational efficiency and strategic decision-making is essential to overcoming growth challenges and ensuring the redesigned model delivers sustainable results. According to advisory industry research, firms implementing structured growth programs report up to 20 percent higher client acquisition rates and double digit improvements in efficiency.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u304b\u30892028\u5e74\u307e\u3067\u306e\u7d14\u65b0\u898f\u8cc7\u91d1\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u53ce\u76ca\u69cb\u6210\u306e\u660e\u78ba\u306a\u76ee\u6a19\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u308b\u3002\u5e74\u9593\u4e88\u7b97\u3067\u306f\u4e0d\u5341\u5206\u3067\u3059\u3002\u3069\u3053\u304b\u3089\u6210\u9577\u304c\u3082\u305f\u3089\u3055\u308c\u308b\u306e\u304b\u3001\u56db\u534a\u671f\u3054\u3068\u306b\u3069\u306e\u3088\u3046\u306b\u9032\u6357\u3092\u6e2c\u5b9a\u3059\u308b\u306e\u304b\u3092\u5b9a\u7fa9\u3057\u305f\u8907\u6570\u5e74\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u304c\u5fc5\u8981\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Many firms still rely on individual advisors to find growth through personal networks and sporadic <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%ad%e3%82%b9%e3%83%9a%e3%82%af%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%81%ae%e5%ae%9a%e7%be%a9-2024%e5%b9%b4%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e3%82%bb%e3%83%bc%e3%83%ab%e3%82%b9\/\" target=\"_self\">\u9867\u5ba2\u958b\u62d3<\/a>. Leading wealth management firms build firm level growth engines based on CRM, shared playbooks, and analytics, underpinned by <a href=\"https:\/\/www.investglass.com\/ja\/the-4-best-lead-scoring-models-in-2023-examples\/\" target=\"_self\">effective lead scoring models<\/a>. This transforms growth from advisor heroics into a repeatable, scalable system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u6700\u521d\u306e\u30ea\u30fc\u30c9\u304b\u3089\u8907\u6570\u5546\u54c1\u306e\u9867\u5ba2\u307e\u3067\u306e\u30d5\u30a1\u30cd\u30eb\u306e\u5404\u6bb5\u968e\u3092\u8ffd\u8de1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5404\u30b9\u30c6\u30fc\u30b8\u3067\u306e\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u3092\u898b\u308c\u3070\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u7279\u5b9a\u3057\u3001\u7279\u5b9a\u306e\u30b9\u30ad\u30eb\u306b\u3064\u3044\u3066\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u6307\u5c0e\u3057\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u8cbb\u7528\u3092\u6210\u679c\u306e\u51fa\u308b\u3068\u3053\u308d\u306b\u914d\u5206\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6210\u9577\u306f\u3001\u56db\u534a\u671f\u3054\u3068\u306e\u30b5\u30d7\u30e9\u30a4\u30ba\u3067\u306f\u306a\u304f\u3001\u4e88\u6e2c\u53ef\u80fd\u3067\u6e2c\u5b9a\u53ef\u80fd\u306a\u3082\u306e\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\u5e74\u5f8c\u534a\u306b\u3001\u5834\u5f53\u305f\u308a\u7684\u306a\u6210\u9577\u304b\u3089\u610f\u56f3\u7684\u306a\u6210\u9577\u30e2\u30c7\u30eb\u3078\u3068\u30b7\u30d5\u30c8\u3057\u305f\u6b27\u5dde\u306e\u4e2d\u898f\u6a21\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u90311\u56de\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u30fb\u30ec\u30d3\u30e5\u30fc\u3001\u6a19\u6e96\u5316\u3055\u308c\u305f\u30c7\u30a3\u30b9\u30ab\u30d0\u30ea\u30fc\u30fb\u30d7\u30ed\u30bb\u30b9\u3001CRM\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u30fb\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u4f1a\u793e\u306f1\u5e74\u9593\u3067\u65b0\u898f\u9867\u5ba2\u7372\u5f97\u6570\u309218\uff05\u5897\u52a0\u3055\u305b\u305f\u3002\u5909\u3048\u305f\u306e\u306f\u4eba\u54e1\u3067\u306f\u306a\u3044\u3002\u5909\u3048\u305f\u306e\u306f\u30d7\u30ed\u30bb\u30b9\u3068\u30c7\u30fc\u30bf\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 id=\"h-capture-organic-growth-with-a-data-driven-engine\" class=\"wp-block-heading\">\u30c7\u30fc\u30bf\u99c6\u52d5\u578b\u30a8\u30f3\u30b8\u30f3\u3067\u6709\u6a5f\u7684\u6210\u9577\u3092\u5b9f\u73fe\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Organic growth is becoming the key valuation driver as deals get more selective and private equity favours firms with clear client acquisition systems. Buyers want to see that a firm can generate new assets without relying solely on market appreciation or serial acquisitions. This means building a repeatable growth machine <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\">using CRM<\/a> data, marketing automation, and next best action prompts for advisors, ideally on a <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%96%e3%83%ad%e3%83%bc%e3%82%ab%e3%83%bc%e5%90%91%e3%81%91crc\/\" target=\"_self\">Swiss financial services CRM<\/a> built for regulated institutions. Leveraging data and analytics to understand and address client needs is essential, as it enables firms to personalise interactions, strengthen client relationships, and drive sustainable growth.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"652\" height=\"446\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Protect-Financial-Preferences.png\" alt=\"\" class=\"wp-image-50783\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Protect-Financial-Preferences.png 652w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Protect-Financial-Preferences-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Protect-Financial-Preferences-18x12.png 18w\" sizes=\"(max-width: 652px) 100vw, 652px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u4ed5\u7d44\u307f\u306b\u306f\u3001\u696d\u754c\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u8a00\u3046\u3068\u3053\u308d\u306e\u3001\u7d14\u65b0\u898f\u30de\u30cd\u30fc\u3092\u4e2d\u5fc3\u3068\u3057\u305f\u9031\u5358\u4f4d\u306e\u55b6\u696d\u30ea\u30ba\u30e0\u3092\u78ba\u7acb\u3059\u308b\u3053\u3068\u304c\u542b\u307e\u308c\u308b\u3002\u3053\u308c\u306b\u306f\u3001\u900f\u660e\u6027\u306e\u3042\u308b\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3001\u30c1\u30e3\u30cd\u30eb\u5225\u304a\u3088\u3073\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5225\u306b\u8ffd\u8de1\u3055\u308c\u305f\u52dd\u7387\u3001\u6210\u9577\u306e\u6e90\u6cc9\u306e\u660e\u78ba\u306a\u5e30\u5c5e\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u3053\u306e\u30ea\u30ba\u30e0\u304c\u5b9a\u7740\u3059\u308c\u3070\u3001\u6210\u9577\u306f\u6bce\u5e74\u306e\u5e0c\u671b\u304b\u3089\u6bce\u6708\u306e\u30b9\u30b3\u30a2\u30ab\u30fc\u30c9\u306b\u5909\u308f\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u3063\u3066\u3001\u7279\u5b9a\u306e\u30cb\u30c3\u30c1\u5411\u3051\u306e\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u81ea\u52d5\u5316\u3059\u308b\u30022026\u5e74\u306b\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u3092\u63a7\u3048\u3066\u3044\u308b\u8d77\u696d\u5bb6\u304c\u3001\u96c6\u4e2d\u7684\u306a\u682a\u5f0f\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u95a2\u3059\u308b\u8a08\u753b\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u5834\u5408\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u3042\u308b\u3044\u306f\u3001\u898f\u5236\u306e\u9032\u5316\u306b\u4f34\u3044\u3001\u65b0\u305f\u306aKYC\u30ec\u30d3\u30e5\u30fc\u3092\u5fc5\u8981\u3068\u3059\u308b\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30d5\u30a1\u30df\u30ea\u30fc\u3002\u3053\u306e\u3088\u3046\u306a\u6642\u3053\u305d\u3001\u9867\u5ba2\u306f\u3088\u308a\u6df1\u3044\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u6700\u3082\u53d7\u3051\u5165\u308c\u3084\u3059\u3044\u306e\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By aligning these initiatives with clear differentiation goals, firms can turn technology into a competitive moat and avoid commoditised offerings, mirroring broader <a href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e6%a5%ad%e5%8b%99%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e5%b7%ae%e5%88%a5%e5%8c%96%e3%82%92%e5%8f%af%e8%83%bd%e3%81%ab%e3%81%99%e3%82%8b5%e3%81%a4%e3%81%ae%e6%96%b9%e6%b3%95\/\" target=\"_self\">\u9280\u884c\u306b\u304a\u3051\u308b\u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3\u6226\u7565<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u306e\u4e3b\u306a\u69cb\u6210\u8981\u7d20\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u3068\u898b\u8fbc\u307f\u5ba2\u306e\u30c7\u30fc\u30bf\u3092\u5b8c\u5168\u306b\u7d71\u5408\u3057\u305fCRM<\/li>\n\n\n\n<li>\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u305f\u3081\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/li>\n\n\n\n<li><a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%aa%e3%83%bc%e3%83%89%e3%82%b9%e3%82%b3%e3%82%a2%e3%83%aa%e3%83%b3%e3%82%b0%e3%83%a2%e3%83%87%e3%83%ab%e3%81%a8%e3%81%af\/\" target=\"_self\">\u30ea\u30fc\u30c9\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/a> to prioritise advisor follow up<\/li>\n\n\n\n<li>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u6307\u6a19\u3092\u793a\u3059\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u30fb\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9<\/li>\n\n\n\n<li>\u30d5\u30a1\u30fc\u30b9\u30c8\u30b3\u30f3\u30bf\u30af\u30c8\u304b\u3089\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u307e\u3067\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u53ef\u8996\u5316<\/li>\n\n\n\n<li>Data and analytics to identify, understand, and address client needs, improving client relationships and supporting firm growth<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Measure growth weekly with dashboards that show net new money, <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%bb%e3%83%bc%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%91%e3%82%a4%e3%83%97%e3%83%a9%e3%82%a4%e3%83%b3%e3%81%ae%e9%87%8d%e8%a6%81%e3%81%aa%e6%ae%b5%e9%9a%8e%e3%82%92%e7%90%86%e8%a7%a3%e3%81%99%e3%82%8b\/\" target=\"_self\">sales pipeline stages<\/a>, and advisor activity. Waiting for quarterly reports means waiting too long to correct course. Success depends on real time visibility.<\/p>\n\n\n\n<h3 id=\"h-referrals-digital-marketing-and-segment-specific-campaigns\" class=\"wp-block-heading\">\u7d39\u4ecb\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d39\u4ecb\u304c\u6700\u3082\u8cea\u306e\u9ad8\u3044\u30ea\u30fc\u30c9\u3092\u751f\u307f\u51fa\u3059\u3053\u3068\u306b\u5909\u308f\u308a\u306f\u306a\u3044\u304c\u30012026\u5e74\u306e\u52dd\u8005\u306f\u3001\u7d39\u4ecb\u304c\u8d77\u3053\u308b\u306e\u3092\u5f85\u3064\u306e\u3067\u306f\u306a\u304f\u3001\u7d39\u4ecb\u3092\u7523\u696d\u5316\u3059\u308b\u3002\u3053\u308c\u306f\u3001CRM\u3067\u3059\u3079\u3066\u306e\u30a2\u30c9\u30dc\u30b1\u30a4\u30c8\u3092\u8ffd\u8de1\u3057\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u5f37\u3055\u3068\u5f71\u97ff\u529b\u3067\u30bf\u30b0\u4ed8\u3051\u3057\u3001\u6e96\u62e0\u3057\u305fE\u30e1\u30fc\u30eb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3067\u30b5\u30dd\u30fc\u30c8\u3055\u308c\u305f\u5b9a\u671f\u7684\u306a\u30c1\u30a7\u30c3\u30af\u30a4\u30f3\u3068\u7d39\u4ecb\u4f9d\u983c\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001InvestGlass\u306b\u30a2\u30c9\u30dc\u30b1\u30a4\u30c8\u3092\u8a18\u9332\u3057\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u3092\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3057\u3001\u7d39\u4ecb\u306e\u4f1a\u8a71\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u304c\u6765\u305f\u3089\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u53d7\u3051\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u4f53\u7cfb\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u6642\u6298\u8d08\u3089\u308c\u308b\u30ae\u30d5\u30c8\u306f\u3001\u8cea\u306e\u9ad8\u3044\u7d39\u4ecb\u306e\u4e00\u8cab\u3057\u305f\u4f9b\u7d66\u6e90\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d39\u4ecb\u6226\u7565\u3068\u30b3\u30f3\u30c6\u30f3\u30c4\u4e3b\u5c0e\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3002\u672a\u6295\u8cc7\u306e\u682a\u5f0f\u3092\u6301\u3064\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u5411\u3051\u306e\u30a6\u30a7\u30d3\u30ca\u30fc\u3001\u591a\u984d\u306e\u73fe\u91d1\u6b8b\u9ad8\u3092\u6301\u3064\u9000\u8077\u524d\u306e\u4eba\u5411\u3051\u306e\u6559\u80b2\u30b3\u30f3\u30c6\u30f3\u30c4\u3001\u5bcc\u88d5\u5c64\u306e\u898b\u8fbc\u307f\u5ba2\u5411\u3051\u306e\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306a\u3069\u306f\u3059\u3079\u3066\u3001CRM\u306b\u4f9b\u7d66\u3059\u308b\u30ea\u30fc\u30c9\u3092\u751f\u307f\u51fa\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u4f8b<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5305\u62ec\u7684\u306a\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3092\u6c42\u3081\u308b\u6b27\u5dde\u4e3b\u8981\u90fd\u5e02\u306e\u4e0a\u6d41\u5bcc\u88d5\u5c64\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb<\/li>\n\n\n\n<li>\u9000\u8077\u6240\u5f97\u6226\u7565\u3092\u5fc5\u8981\u3068\u3059\u308b\u3001\u591a\u984d\u306e\u73fe\u91d1\u6b8b\u9ad8\u3092\u6301\u3064\u9000\u8077\u524d\u306e\u4eba\u3005<\/li>\n\n\n\n<li>\u4e8b\u696d\u64a4\u9000\u8a08\u753b\u3092\u5fc5\u8981\u3068\u3059\u308b\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u304b\u308918\u30ab\u6708\u4ee5\u5185\u306e\u8d77\u696d\u5bb6<\/li>\n\n\n\n<li>\u56fd\u5883\u3092\u8d8a\u3048\u305f\u5bb6\u65cf\u304c2026\u5e74\u306b\u65b0\u305f\u306a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8981\u4ef6\u306b\u76f4\u9762<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306f\u3001\u30c8\u30ea\u30ac\u30fc\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u30b7\u30fc\u30b1\u30f3\u30b9\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3078\u306e\u30cf\u30f3\u30c9\u30aa\u30d5\u30dd\u30a4\u30f3\u30c8\u3092\u5b9a\u7fa9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002InvestGlass\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u5c02\u9580\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30c1\u30fc\u30e0\u3092\u5fc5\u8981\u3068\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u3053\u306e\u30ec\u30d9\u30eb\u306e\u9ad8\u5ea6\u5316\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 id=\"h-win-the-next-generation-and-the-great-wealth-transfer\" class=\"wp-block-heading\">\u6b21\u4e16\u4ee3\u3068\u5bcc\u306e\u5927\u79fb\u52d5\u3092\u52dd\u3061\u53d6\u308c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2040\u5e74\u4ee3\u534a\u3070\u307e\u3067\u306b\u3001\u30d9\u30d3\u30fc\u30d6\u30fc\u30de\u30fc\u4e16\u4ee3\u304c\u76f8\u7d9a\u4eba\u306b\u8cc7\u7523\u3092\u79fb\u8ee2\u3059\u308b\u305f\u3081\u3001\u6570\u5341\u5146\u30c9\u30eb\u306e\u8cc7\u91d1\u304c\u5165\u308c\u66ff\u308f\u308b\u3053\u3068\u306b\u306a\u308b\u3002\u30bb\u30eb\u30ea\u30fb\u30a2\u30bd\u30b7\u30a8\u30a4\u30c4\u3084\u305d\u306e\u4ed6\u306e\u696d\u754c\u30aa\u30d6\u30b6\u30fc\u30d0\u30fc\u306e\u8abf\u67fb\u306b\u3088\u308b\u3068\u3001\u76f8\u7d9a\u4eba\u306e\u304a\u3088\u305d3\u5206\u306e2\u306f\u3001\u8cc7\u7523\u3092\u76f8\u7d9a\u3057\u3066\u304b\u30891\u301c2\u5e74\u4ee5\u5185\u306b\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u5909\u66f4\u3059\u308b\u4e88\u5b9a\u3060\u3068\u3044\u3046\u3002\u3053\u308c\u306f\u8105\u5a01\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u30c1\u30e3\u30f3\u30b9\u3067\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306f\u3001\u65e2\u5b58\u306e\u5bcc\u88d5\u5c64\u9867\u5ba2\u306e\u76f8\u7d9a\u4eba\u3068\u306e\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u6642\u671f\u3067\u3042\u308b\u3002\u8b72\u6e21\u30a4\u30d9\u30f3\u30c8\u306e\u5f8c\u307e\u3067\u5f85\u3064\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u3059\u3067\u306b\u76f8\u7d9a\u4eba\u306b\u30a2\u30d7\u30ed\u30fc\u30c1\u3057\u3066\u3044\u308b\u4ed6\u306e\u3059\u3079\u3066\u306e\u4f1a\u793e\u3068\u7af6\u5408\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6b21\u4e16\u4ee3\u3092\u5dfb\u304d\u8fbc\u3080\u5b9f\u8df5\u7684\u306a\u30b9\u30c6\u30c3\u30d7<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u9023\u7d61\u5148\u3001\u30ad\u30e3\u30ea\u30a2\u30b9\u30c6\u30fc\u30b8\u3001\u7d4c\u6e08\u72b6\u6cc1\u306a\u3069\u3001\u5bb6\u7cfb\u56f3\u3084\u5f8c\u7d99\u8005\u306e\u8a73\u7d30\u3092CRM\u306b\u53d6\u308a\u8fbc\u307f\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u4e3b\u8981\u9867\u5ba2\u3060\u3051\u3067\u306a\u304f\u5bb6\u65cf\u3082\u53c2\u52a0\u3059\u308b\u5408\u540c\u4f1a\u8b70\u3092\u8a2d\u3051\u308b<\/li>\n\n\n\n<li>\u30ad\u30e3\u30ea\u30a2\u958b\u767a\u3001\u682a\u5f0f\u5831\u916c\u3001\u6700\u521d\u306e\u6d41\u52d5\u6027\u30a4\u30d9\u30f3\u30c8\u306a\u3069\u3001\u76f8\u7d9a\u4eba\u306e\u73fe\u5728\u306e\u95a2\u5fc3\u4e8b\u306b\u95a2\u9023\u3057\u305f\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3092\u63d0\u4f9b\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u6b21\u4e16\u4ee3\u304c\u5b9f\u969b\u306b\u4f7f\u3044\u305f\u304f\u306a\u308b\u30c7\u30b8\u30bf\u30eb\u30dd\u30fc\u30bf\u30eb\u306e\u5c55\u958b<\/li>\n\n\n\n<li>\u30bb\u30ad\u30e5\u30a2\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3001\u30e2\u30d0\u30a4\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001\u30c7\u30b8\u30bf\u30eb\u7f72\u540d\u306a\u3069\u3001\u67d4\u8edf\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c1\u30e3\u30cd\u30eb\u306e\u63d0\u4f9b<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5bb6\u65cf\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u3001\u4e16\u4ee3\u3092\u8d85\u3048\u305f\u95a2\u4fc2\u306e\u8ffd\u8de1\u3001\u82e5\u3044\u9867\u5ba2\u306b\u30a2\u30d4\u30fc\u30eb\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u4f53\u9a13\u306e\u63d0\u4f9b\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u30bb\u30ad\u30e5\u30a2\u30fb\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u3001\u30e2\u30d0\u30a4\u30eb\u30fb\u30d5\u30a1\u30fc\u30b9\u30c8\u30fb\u30c7\u30b6\u30a4\u30f3\u3001\u96fb\u5b50\u6587\u66f8\u30cf\u30f3\u30c9\u30ea\u30f3\u30b0\u306f\u3001\u5f8c\u4ed8\u3051\u3067\u306f\u306a\u304f\u3001\u30cd\u30a4\u30c6\u30a3\u30d6\u6a5f\u80fd\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 id=\"h-design-propositions-for-upper-affluent-and-core-high-net-worth-segments\" class=\"wp-block-heading\">\u30a2\u30c3\u30d1\u30fc\u30fb\u30a2\u30d5\u30eb\u30a8\u30f3\u30c8\u3068\u30b3\u30a2\u5bcc\u88d5\u5c64\u5411\u3051\u30c7\u30b6\u30a4\u30f3\u30fb\u30d7\u30ed\u30dd\u30b8\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u5f8c\u306e\u53d6\u6271\u9ad8\u3068\u5229\u76ca\u306e\u5927\u534a\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u306e\u5229\u4fbf\u6027\u3068\u4eba\u9593\u7684\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u30df\u30c3\u30af\u30b9\u3092\u671f\u5f85\u3059\u308b\u30a2\u30c3\u30d1\u30fc\u30fb\u30a2\u30d5\u30eb\u30a8\u30f3\u30c8\u3068\u30b3\u30a2\u5bcc\u88d5\u5c64\u304b\u3089\u3082\u305f\u3089\u3055\u308c\u308b\u3060\u308d\u3046\u3002\u3053\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u304c\u65b0\u305f\u306a\u6210\u9577\u306e\u6226\u5834\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Design a tiered service model where entry affluent clients receive digital first, execution only journeys while higher tiers receive dedicated advisors, comprehensive planning, and access to private markets and alternative investments. Service models should be aligned with clients&#8217; long term goals, including their life priorities and sense of purpose, not just financial returns.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u9867\u5ba2\u5c64<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u904b\u7528\u8cc7\u7523<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u80fd\u529b<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30de\u30b9\u30fb\u30a2\u30d5\u30eb\u30a8\u30f3\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>50\u4e07\u30c9\u30eb\u4ee5\u4e0b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30b8\u30bf\u30eb\u512a\u5148\u3001\u30ed\u30dc\u5f37\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u4e00\u4eba\u5f53\u305f\u308a\u306e\u696d\u52d9\u91cf\u304c\u591a\u3044<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e0a\u4f4d\u5bcc\u88d5\u5c64<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>50\u4e07\u30c9\u30eb\u304b\u3089200\u4e07\u30c9\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30b8\u30bf\u30eb\u3068\u4eba\u9593\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>150\uff5e200\u4e16\u5e2f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30a2\u5bcc\u88d5\u5c64<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2M\uff5e10M<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5c02\u4efb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3001\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>75\uff5e100\u4e16\u5e2f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8d85\u5bcc\u88d5\u5c64<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>10M\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c1\u30fc\u30e0\u30fb\u30d9\u30fc\u30b9\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u30fb\u30b9\u30bf\u30a4\u30eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>25\uff5e50\u4e16\u5e2f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>InvestGlass\u306e\u3088\u3046\u306aCRM\u306e\u4e2d\u3067\u30b5\u30fc\u30d3\u30b9\u968e\u5c64\u3068\u30a8\u30f3\u30bf\u30a4\u30c8\u30eb\u30e1\u30f3\u30c8\u3092\u8a2d\u5b9a\u3057\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u983b\u5ea6\u3001\u30ec\u30dd\u30fc\u30c8\u306e\u6df1\u3055\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u30d5\u30ed\u30fc\u3092\u30bb\u30b0\u30e1\u30f3\u30c8\u3054\u3068\u306b\u7570\u306a\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u30b7\u30b9\u30c6\u30e0\u304c\u9867\u5ba2\u306e\u968e\u5c64\u3092\u628a\u63e1\u3059\u308c\u3070\u3001\u9069\u5207\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u671f\u5f85\u5024\u3092\u81ea\u52d5\u7684\u306b\u9069\u7528\u3067\u304d\u308b\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u76ee\u6a19\u306f\u3001\u5404\u968e\u5c64\u304c\u53ce\u76ca\u6027\u3068\u6301\u7d9a\u53ef\u80fd\u6027\u3092\u78ba\u4fdd\u3057\u306a\u304c\u3089\u3001\u9867\u5ba2\u306e\u8cc7\u7523\u3068\u30cb\u30fc\u30ba\u306e\u6210\u9577\u306b\u5fdc\u3058\u3066\u968e\u5c64\u3092\u4e0a\u3052\u308b\u305f\u3081\u306e\u660e\u78ba\u306a\u9053\u7b4b\u3092\u4f5c\u308b\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 id=\"h-make-your-advisors-ai-augmented-relationship-leaders\" class=\"wp-block-heading\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092AI\u3092\u6d3b\u7528\u3057\u305f\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30ea\u30fc\u30c0\u30fc\u3078<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9298\u67c4\u3092\u9078\u3076\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u3044\u3046\u5f93\u6765\u306e\u30e2\u30c7\u30eb\u306f\u3001\u65b0\u305f\u306a\u5f79\u5272\u306b\u9053\u3092\u8b72\u308a\u3064\u3064\u3042\u308b\uff1a\u8907\u96d1\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u884c\u52d5\u30b3\u30fc\u30c1\u30f3\u30b0\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30ac\u30d0\u30ca\u30f3\u30b9\u306b\u91cd\u70b9\u3092\u7f6e\u304f\u3001AI\u306b\u3088\u3063\u3066\u5f37\u5316\u3055\u308c\u305f\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30ea\u30fc\u30c0\u30fc\u3067\u3042\u308b\u3002\u6700\u3082\u91cd\u8981\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306f\u3001\u4eba\u9593\u7684\u306a\u3082\u306e\u3067\u3042\u308b\u3002\u6642\u9593\u3092\u6d88\u8cbb\u3059\u308b\u30eb\u30fc\u30c6\u30a3\u30f3\u30ef\u30fc\u30af\u306f\u3001\u307e\u3059\u307e\u3059\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3067\u51e6\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Generative AI can prepare meeting briefs, summarise client calls, suggest follow up actions, and draft initial planning recommendations, while AI driven analytics enhance <a href=\"https:\/\/www.investglass.com\/ja\/effective-portfolio-management-using-ai\/\" target=\"_self\">effective portfolio management using AI<\/a>. When embedded in a platform like InvestGlass, these tools become part of the daily workflow rather than separate applications advisors must remember to use.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Agentic and generative AI together create a powerful toolkit for wealth managers, echoing broader <a href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e5%90%91%e3%81%91%e3%82%a8%e3%83%bc%e3%82%b8%e3%82%a7%e3%83%b3%e3%83%88%e5%9e%8bai%e3%82%92%e5%be%b9%e5%ba%95%e6%a4%9c%e8%a8%bc\/\" target=\"_self\">agentic AI innovations in banking<\/a> that blend automation with human oversight.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2026\u5e74\u3001AI\u306f\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u3069\u3046\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u304b\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u81ea\u52d5\u5316\u3055\u308c\u305f\u4f1a\u8b70\u6e96\u5099\u306b\u3088\u308a\u3001\u4fdd\u6709\u8cc7\u7523\u3001\u6700\u8fd1\u306e\u6d3b\u52d5\u3001\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u3092\u307e\u3068\u3081\u308b<\/li>\n\n\n\n<li>\u624b\u4f5c\u696d\u306b\u3088\u308b\u30c6\u30fc\u30d7\u8d77\u3053\u3057\u306a\u3057\u3067\u691c\u7d22\u53ef\u80fd\u306a\u30e1\u30e2\u3092\u4f5c\u6210\u3059\u308b\u901a\u8a71\u8981\u7d04\u6a5f\u80fd<\/li>\n\n\n\n<li>\u30a2\u30a6\u30c8\u30ea\u30fc\u30c1\u304c\u5fc5\u8981\u306a\u9867\u5ba2\u3068\u305d\u306e\u7406\u7531\u3092\u793a\u5506\u3059\u308b\u3001\u6b21\u5584\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u30d7\u30ed\u30f3\u30d7\u30c8<\/li>\n\n\n\n<li>\u5165\u793e\u8cc7\u6599\u304b\u3089\u306e\u6587\u66f8\u5206\u985e\u3068\u30c7\u30fc\u30bf\u62bd\u51fa<\/li>\n\n\n\n<li>\u9069\u6027\u30a2\u30f3\u30b1\u30fc\u30c8\u306e\u5b8c\u4e86\u3068\u4e88\u5099\u5206\u6790<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u9593\u306e\u76e3\u7763\u3001\u660e\u78ba\u306a\u60c5\u5831\u958b\u793a\u3001\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u30ac\u30d0\u30ca\u30f3\u30b9\u3092\u5f37\u8abf\u3059\u308b\u3053\u3068\u3067\u3001AI\u306b\u95a2\u3059\u308b\u9867\u5ba2\u306e\u61f8\u5ff5\u306b\u5bfe\u51e6\u3059\u308b\u3002\u898f\u5236\u306e\u53b3\u3057\u3044\u6b27\u5dde\u3084\u30b9\u30a4\u30b9\u3067\u306f\u3001\u3053\u308c\u306f\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u306f\u306a\u3044\u3002\u9867\u5ba2\u3082\u898f\u5236\u5f53\u5c40\u3082\u3001\u81ea\u52d5\u5316\u304c\u610f\u601d\u6c7a\u5b9a\u3092\u652f\u63f4\u3059\u308b\u90e8\u5206\u306b\u3064\u3044\u3066\u900f\u660e\u6027\u3092\u6c42\u3081\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30eb\u30fc\u30c6\u30a3\u30f3\u30ef\u30fc\u30af\u3092\u30c4\u30fc\u30eb\u304c\u51e6\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u80fd\u529b\u306f\u5411\u4e0a\u3059\u308b\u3002\u3042\u308b\u4f01\u696d\u3067\u306f\u3001AI\u304c\u4f1a\u8b70\u306e\u6e96\u5099\u3092\u652f\u63f4\u3059\u308b\u3053\u3068\u3067\u300190\uff05\u306e\u4f1a\u8b70\u8cc7\u6599\u304c\u81ea\u52d5\u7684\u306b\u4f5c\u6210\u3055\u308c\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u4fa1\u5024\u306e\u9ad8\u3044\u4f1a\u8a71\u306b\u6642\u9593\u3092\u5272\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f2\u500d\u306e\u4e16\u5e2f\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002.<\/p>\n\n\n\n<h3 id=\"h-build-the-unified-client-view-as-your-new-competitive-edge\" class=\"wp-block-heading\">\u30e6\u30cb\u30d5\u30a1\u30a4\u30c9\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30d3\u30e5\u30fc\u3092\u65b0\u305f\u306a\u7af6\u4e89\u529b\u3068\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u4e00\u3055\u308c\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30fb\u30d6\u30ec\u30a4\u30f3\u306e\u30b3\u30f3\u30bb\u30d7\u30c8\u306f\u3001\u5404\u4e16\u5e2f\u306e\u4fdd\u6709\u8cc7\u7523\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u3001\u884c\u52d5\u3001\u30ea\u30b9\u30af\u30fb\u30c7\u30fc\u30bf\u30921\u3064\u306e\u7ba1\u7406\u3055\u308c\u305f\u30ea\u30dd\u30b8\u30c8\u30ea\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u3053\u308c\u306f\u5358\u306a\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3067\u306f\u306a\u3044\u3002\u5dee\u5225\u5316\u3055\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b9\u3068\u6210\u9577\u306e\u57fa\u76e4\u306a\u306e\u3060\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d71\u4e00\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3092\u6301\u305f\u306a\u3044\u4f01\u696d\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3001\u884c\u70ba\u30ea\u30b9\u30af\u306e\u7ba1\u7406\u3001\u95a2\u4fc2\u3092\u6df1\u3081\u308b\u6a5f\u4f1a\u306e\u7279\u5b9a\u306b\u82e6\u52b4\u3057\u3066\u3044\u308b\u3002\u9867\u5ba2\u60c5\u5831\u304c\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084\u96fb\u5b50\u30e1\u30fc\u30eb\u306e\u53d7\u4fe1\u30c8\u30ec\u30a4\u3001\u30d0\u30e9\u30d0\u30e9\u306e\u30b7\u30b9\u30c6\u30e0\u306b\u6563\u5728\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u304c\u671f\u5f85\u3059\u308b\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30c7\u30fc\u30bf\u3001KYC\u6587\u66f8\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30dd\u30b8\u30b7\u30e7\u30f3\u3001\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u5c65\u6b74\u3092\u30b9\u30a4\u30b9\u306e\u5358\u4e00\u30db\u30b9\u30c8\u74b0\u5883\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u7d71\u5408\u30ec\u30a4\u30e4\u30fc\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002\u3042\u3089\u3086\u308b\u3084\u308a\u53d6\u308a\u304c\u9867\u5ba2\u8a18\u9332\u306b\u53cd\u6620\u3055\u308c\u3001\u5fc5\u8981\u306a\u4eba\u304c\u8ab0\u3067\u3082\u5229\u7528\u3067\u304d\u308b\u5b8c\u5168\u306a\u5168\u4f53\u50cf\u3092\u4f5c\u308a\u51fa\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7d71\u4e00\u30c7\u30fc\u30bf\u304c\u53ef\u80fd\u306b\u3059\u308b\u3082\u306e<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u904a\u4f11\u30ad\u30e3\u30c3\u30b7\u30e5\u3084\u96c6\u4e2d\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u4fdd\u6709\u3059\u308b\u9867\u5ba2\u3078\u306e\u7a4d\u6975\u7684\u306a\u50cd\u304d\u304b\u3051<\/li>\n\n\n\n<li>\u8a08\u753b\u30cb\u30fc\u30ba\u306e\u5f15\u304d\u91d1\u3068\u306a\u308b\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u306e\u767a\u898b<\/li>\n\n\n\n<li>\u3069\u306e\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u304c\u30ea\u30af\u30a8\u30b9\u30c8\u3092\u51e6\u7406\u3057\u3066\u3082\u4e00\u8cab\u3057\u305f\u30b5\u30fc\u30d3\u30b9<\/li>\n\n\n\n<li>\u3059\u3079\u3066\u306e\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u306b\u304a\u3051\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0<\/li>\n\n\n\n<li>\u5b8c\u5168\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u306b\u57fa\u3065\u304f\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306b\u3053\u306e\u7d71\u4e00\u3055\u308c\u305f\u898b\u89e3\u3092\u63d0\u4f9b\u3059\u308b\u3088\u3046\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30c1\u30fc\u30e0\u306b\u6c42\u3081\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u306f\u3001\u4ed6\u306e\u3059\u3079\u3066\u3092\u53ef\u80fd\u306b\u3059\u308b\u30a4\u30f3\u30d5\u30e9\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h2 id=\"h-streamline-onboarding-kyc-and-compliance-to-unlock-capacity\" class=\"wp-block-heading\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5408\u7406\u5316\u3057\u3001\u80fd\u529b\u3092\u5f15\u304d\u51fa\u3059<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Consider how much advisor and operations capacity is lost to manual onboarding, fragmented <a href=\"https:\/\/www.investglass.com\/ja\/kyc%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e4%b8%bb%e8%a6%81%e3%81%aa%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%81%af%e4%bd%95%e3%81%a7%e3%81%99%e3%81%8b\/\" target=\"_self\">KYC\u30d7\u30ed\u30bb\u30b9<\/a>, and rekeying data between systems. In many firms, bringing on a new client takes weeks of document collection, manual data entry, and back and forth emails. This friction costs money and creates poor first impressions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u3001\u898f\u5236\u5f53\u5c40\u306f\u3001\u9069\u5408\u6027\u3001\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30d3\u30b8\u30cd\u30b9\u306b\u95a2\u3059\u308b\u57fa\u6e96\u3092\u5f15\u304d\u7d9a\u304d\u5f37\u5316\u3057\u3066\u3044\u308b\u3002\u81ea\u52d5\u5316\u306f\u8d05\u6ca2\u54c1\u3067\u306f\u306a\u3044\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u898f\u6a21\u62e1\u5927\u306b\u4e0d\u53ef\u6b20\u306a\u306e\u3060\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"698\" height=\"340\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-GDPR-Audiences.png\" alt=\"\" class=\"wp-image-50784\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-GDPR-Audiences.png 698w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-GDPR-Audiences-300x146.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-GDPR-Audiences-18x9.png 18w\" sizes=\"(max-width: 698px) 100vw, 698px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Digital onboarding with dynamic forms, document upload, electronic signatures, and <a href=\"https:\/\/www.investglass.com\/ja\/kyc%e6%a4%9c%e8%a8%bc%e3%82%92%e8%87%aa%e5%8b%95%e5%8c%96%e3%81%99%e3%82%8b%e6%96%b9%e6%b3%95-%e3%82%b2%e3%83%bc%e3%83%a0%e3%82%92%e8%87%aa%e5%8b%95%e5%8c%96%e3%81%97%e3%81%a6%e9%96%8b%e7%99%ba\/\" target=\"_self\">automated KYC checks<\/a> can cut onboarding times from weeks to days. A <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%a9%e3%82%a4%e3%83%99%e3%83%bc%e3%83%88%e3%83%90%e3%83%b3%e3%82%af%e5%90%91%e3%81%91crc\/\" target=\"_self\">CRM built for private banks<\/a> such as InvestGlass offers these capabilities in a package designed for tightly regulated banking and wealth management environments, hosted in Switzerland or deployed on premise.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u8fd1\u4ee3\u5316\u306e\u524d\u3068\u5f8c\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30e1\u30fc\u30c8\u30eb<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u524d<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u305d\u306e\u5f8c<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5e73\u5747\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>3\uff5e4\u9031\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>3\uff5e5\u65e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u624b\u4f5c\u696d\u3067\u51e6\u7406\u3055\u308c\u308b\u66f8\u985e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>15\u304b\u308920<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2\uff5e3 \u4f8b\u5916\u51e6\u7406\u304c\u5fc5\u8981<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u65b0\u898f\u9867\u5ba21\u4eba\u5f53\u305f\u308a\u306e\u9867\u554f\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>6\uff5e8\u6642\u9593<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2\uff5e3\u6642\u9593<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u5165\u529b\u306e\u30a8\u30e9\u30fc\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8\uff5e12\u30d1\u30fc\u30bb\u30f3\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2\uff05\u672a\u6e80<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>2025\u5e74\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30c7\u30b8\u30bf\u30eb\u5316\u3057\u305f\u30e8\u30fc\u30ed\u30c3\u30d1\u306e\u4e2d\u898f\u6a21\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u6642\u9593\u3092\u5927\u5e45\u306b\u53d6\u308a\u623b\u3057\u305f\u3002\u89e3\u653e\u3055\u308c\u305f\u6642\u9593\u306f\u30012026\u5e74\u306b\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u898b\u8fbc\u307f\u5ba2\u3068\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3084\u65e2\u5b58\u9867\u5ba2\u3068\u306e\u3088\u308a\u6df1\u3044\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306e\u4f1a\u8a71\u306a\u3069\u3001\u6709\u6a5f\u7684\u306a\u6210\u9577\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u306b\u632f\u308a\u5411\u3051\u3089\u308c\u305f\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 id=\"h-turn-compliance-and-security-into-trust-builders\" class=\"wp-block-heading\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u4fe1\u983c\u69cb\u7bc9\u306b\u5909\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fa1\u5024\u306e\u9ad8\u3044\u9867\u5ba2\u306f\u3001\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u8a55\u4fa1\u3059\u308b\u969b\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30c7\u30fc\u30bf\u4fdd\u8b77\u3092\u6295\u8cc7\u5b9f\u7e3e\u3068\u4e26\u3093\u3067\u8a55\u4fa1\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u308b\u3002\u30c7\u30fc\u30bf\u306e\u5834\u6240\u3001\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u3001\u4fb5\u5bb3\u30d7\u30ed\u30c8\u30b3\u30eb\u306b\u95a2\u3059\u308b\u8cea\u554f\u306b\u7b54\u3048\u308b\u80fd\u529b\u306f\u3001\u7af6\u4e89\u4e0a\u306e\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306b\u306f\u660e\u78ba\u306a\u5229\u70b9\u304c\u3042\u308a\u307e\u3059\u3002\u30b9\u30a4\u30b9\u3092\u62e0\u70b9\u3068\u3059\u308b\u30a4\u30f3\u30d5\u30e9\u3084\u5c02\u7528\u306e\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u74b0\u5883\u3067\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3001\u7ba1\u8f44\u6a29\u3084\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u4fdd\u8b77\u304c\u660e\u78ba\u306b\u306a\u308a\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306e\u6f0f\u6d29\u3092\u5fc3\u914d\u3059\u308b\u5bb6\u65cf\u3001\u8d77\u696d\u5bb6\u3001\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u91cd\u8981\u306a\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u6a29\u9650\u7ba1\u7406\u3001\u627f\u8a8d\u30c1\u30a7\u30fc\u30f3\u3001\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3092\u901a\u3058\u3066\u3001\u65e5\u3005\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7d44\u307f\u8fbc\u3080\u304a\u624b\u4f1d\u3044\u3092\u3057\u307e\u3059\u3002\u5fd8\u308c\u3066\u3057\u307e\u3063\u305f\u308a\u3001\u8fc2\u56de\u3057\u3066\u3057\u307e\u3046\u53ef\u80fd\u6027\u306e\u3042\u308b\u624b\u52d5\u30c1\u30a7\u30c3\u30af\u306b\u983c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u81ea\u52d5\u5316\u3057\u3001\u76e3\u67fb\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5f37\u529b\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u8cc7\u7523\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u308b\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u5834\u6240\u3092\u9867\u5ba2\u306b\u6b63\u78ba\u306b\u4f1d\u3048\u308b<\/li>\n\n\n\n<li>\u8ab0\u304c\u3069\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3067\u81ea\u5206\u306e\u60c5\u5831\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u304b\u3092\u8aac\u660e\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u91cd\u8981\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u3054\u3068\u306b\u76e3\u67fb\u8a3c\u8de1\u3092\u793a\u3059<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u61f8\u5ff5\u306b\u95a2\u9023\u3059\u308b\u5834\u5408\u3001\u30b9\u30a4\u30b9\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u5f37\u8abf\u3059\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u900f\u660e\u6027\u304c\u4fe1\u983c\u3092\u7bc9\u304f\u3002\u7af6\u4e89\u72b6\u6cc1\u306b\u304a\u3044\u3066\u3001\u81ea\u793e\u306e\u30c7\u30fc\u30bf\u5b9f\u52d9\u3092\u660e\u78ba\u306b\u8aac\u660e\u3067\u304d\u308b\u4f01\u696d\u306f\u3001\u305d\u3046\u3067\u306a\u3044\u7af6\u5408\u4ed6\u793e\u3088\u308a\u3082\u512a\u4f4d\u306b\u7acb\u3064\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 id=\"h-expand-thoughtfully-through-m-amp-a-and-partnerships\" class=\"wp-block-heading\">M&amp;A\u3068\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306b\u3088\u308b\u601d\u616e\u6df1\u3044\u62e1\u5927<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The ongoing consolidation wave in wealth management shows no signs of slowing. In 2024 alone, purchased assets for RIA and broker-dealer M&amp;A transactions totalled nearly $1T ($909.7B), reflecting significant expansion across the industry. Notably, 77% of RIA assets are held by just 7% of firms, highlighting a high concentration of assets and the importance of scale. Deal volume has hit record levels, with private equity interest in firms with recurring fee income driving valuations for well run practices. Larger firms continue acquiring to build scale, while smaller firms seek partners to access capabilities they cannot build alone. The number of large RIAs ($1B-$5B) on the market is expected to set a new record by the end of 2025 as they merge with RIA aggregators to gain economies of scale.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, most firm leaders should treat mergers and acquisitions as a way to accelerate strategic goals, not as a substitute for weak organic growth or broken operations. Buying growth is expensive and integration is hard. Firms are increasingly recognising inorganic plays as routes to win in the industry, with a growing wave of private equity-owned wealth platforms coming to exit. Firms that cannot grow organically often struggle to extract value from acquisitions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8cb7\u53ce\u524d\u306b\u3059\u3079\u304d\u8cea\u554f<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u305d\u306e\u30bf\u30fc\u30b2\u30c3\u30c8\u306f\u3001\u5f53\u793e\u306e\u4fa1\u5024\u89b3\u3084\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u306e\u7406\u5ff5\u3092\u5171\u6709\u3057\u3066\u3044\u308b\u304b\u3002<\/li>\n\n\n\n<li>\u5f7c\u3089\u306e\u6280\u8853\u30b9\u30bf\u30c3\u30af\u306f\u6211\u3005\u306e\u6280\u8853\u30b9\u30bf\u30c3\u30af\u3068\u4e92\u63db\u6027\u304c\u3042\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u7d71\u5408\u306b\u624b\u9593\u304c\u304b\u304b\u308b\u306e\u304b\u3002<\/li>\n\n\n\n<li>\u9867\u5ba2\u30d9\u30fc\u30b9\u3068\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u5e74\u9f62\u5c64\u306f\uff1f<\/li>\n\n\n\n<li>\u904e\u53bb3\u5e74\u9593\u306e\u81ea\u793e\u306e\u6709\u6a5f\u7684\u6210\u9577\u306e\u6b74\u53f2\u306f\uff1f<\/li>\n\n\n\n<li>\u30b7\u30b9\u30c6\u30e0\u3001\u4eba\u6750\u3001\u9867\u5ba2\u7dad\u6301\u30ea\u30b9\u30af\u3092\u542b\u3080\u7d71\u5408\u306e\u771f\u306e\u30b3\u30b9\u30c8\u3068\u306f\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Using a platform like InvestGlass as a common CRM and onboarding layer can make post merger integration faster. To support successful expansion and integration, firms must invest in technology and operational efficiencies that enable seamless collaboration. When all teams share one client view and one process set, the cultural and operational challenges of bringing firms together become more manageable.<\/p>\n\n\n\n<h3 id=\"h-leverage-embedded-wealth-and-strategic-ecosystem-partnerships\" class=\"wp-block-heading\">\u57cb\u8535\u8ca1\u7523\u3068\u6226\u7565\u7684\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306e\u6d3b\u7528<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a8\u30f3\u30d9\u30c7\u30c3\u30c9\u30fb\u30a6\u30a7\u30eb\u30b9\u304c\u53f0\u982d\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u30e2\u30c7\u30eb\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b9\u3084\u6295\u8cc7\u30b5\u30fc\u30d3\u30b9\u3092\u7d66\u4e0e\u8a08\u7b97\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u4f01\u696d\u306e\u798f\u5229\u539a\u751f\u30dd\u30fc\u30bf\u30eb\u3001\u30c7\u30b8\u30bf\u30eb\u30a6\u30a9\u30ec\u30c3\u30c8\u306e\u4e2d\u306b\u8a2d\u7f6e\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3002\u9867\u5ba2\u304c\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3092\u63a2\u3057\u6c42\u3081\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306f\u9867\u5ba2\u304c\u65e2\u306b\u3044\u308b\u5834\u6240\u306b\u3084\u3063\u3066\u304f\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u72ec\u81ea\u306e\u30c1\u30e3\u30cd\u30eb\u3092\u5b88\u308b\u304b\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u306e\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u306e\u5f8c\u308d\u3067\u30e1\u30fc\u30ab\u30fc\u3084\u30b5\u30fc\u30d3\u30b9\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u3057\u3066\u6d3b\u52d5\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3069\u3061\u3089\u306e\u6226\u7565\u3082\u6709\u52b9\u3060\u304c\u3001\u305d\u306e\u9078\u629e\u306f\u4f1a\u793e\u306e\u898f\u6a21\u3001\u7d4c\u6e08\u6027\u3001\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306b\u5f71\u97ff\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30b7\u30b9\u30c6\u30e0\u306b\u3088\u308bAPI\u3068\u30e2\u30b8\u30e5\u30e9\u30fc\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u306b\u3088\u3063\u3066\u3001\u4f01\u696d\u306f\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3084\u7d4c\u6e08\u6027\u306e\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u5931\u3046\u3053\u3068\u306a\u304f\u3001\u30db\u30ef\u30a4\u30c8\u30e9\u30d9\u30eb\u3084\u5171\u540c\u30d6\u30e9\u30f3\u30c9\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u3042\u308b\u9280\u884c\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u5f93\u696d\u54e1\u306e\u305f\u3081\u306e\u96c7\u7528\u8005\u5411\u3051\u798f\u5229\u539a\u751f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5185\u3067\u30c7\u30b8\u30bf\u30eb\u30fb\u30a6\u30a7\u30eb\u30b9\u30fb\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u63d0\u4f9b\u3057\u3001InvestGlass\u3092\u4f7f\u3063\u3066\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001KYC\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3092\u88cf\u3067\u51e6\u7406\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u305f\u306a\u9867\u5ba2\u30d7\u30fc\u30eb\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3084\u3001\u78ba\u7acb\u3055\u308c\u305f\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u63d0\u643a\u306b\u3088\u308b\u7372\u5f97\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u306a\u3069\u3001\u5546\u696d\u7684\u306a\u9b45\u529b\u306f\u660e\u3089\u304b\u3060\u3002\u4eca\u5f8c\u6570\u5e74\u9593\u306f\u3001\u4f01\u696d\u304c\u76f4\u63a5\u306e\u8ca9\u58f2\u30c1\u30e3\u30cd\u30eb\u3092\u8d85\u3048\u305f\u6210\u9577\u3092\u6c42\u3081\u308b\u305f\u3081\u3001\u3053\u3046\u3057\u305f\u63d0\u643a\u304c\u5897\u3048\u308b\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<h2 id=\"h-future-proof-your-operating-model-and-talent\" class=\"wp-block-heading\">\u30aa\u30da\u30ec\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30e2\u30c7\u30eb\u3068\u4eba\u6750\u306e\u5c06\u6765\u6027<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306e\u6301\u7d9a\u53ef\u80fd\u306a\u6210\u9577\u306f\u3001\u30b7\u30e7\u30c3\u30af\u3092\u5438\u53ce\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u4e00\u4eba\u5f53\u305f\u308a\u306b\u3088\u308a\u591a\u304f\u306e\u9867\u5ba2\u3092\u6271\u3044\u3001\u898f\u5236\u306e\u5909\u66f4\u306b\u9069\u5fdc\u3067\u304d\u308b\u904b\u55b6\u30e2\u30c7\u30eb\u306b\u304b\u304b\u3063\u3066\u3044\u308b\u3002\u305d\u306e\u305f\u3081\u306b\u306f\u3001\u73fe\u5728\u306e\u80fd\u529b\u3092\u6b63\u76f4\u306b\u8a55\u4fa1\u3057\u3001\u6539\u5584\u306b\u5411\u3051\u3066\u7684\u3092\u7d5e\u3063\u305f\u6295\u8cc7\u3092\u884c\u3046\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2026\u5e74\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u30fb\u30aa\u30d5\u30b5\u30a4\u30c8\u3067\u4f55\u3092\u898b\u76f4\u3059\u304b<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u975e\u52b9\u7387\u3084\u30c7\u30fc\u30bf\u306e\u65ad\u7247\u5316\u3092\u751f\u3080\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0<\/li>\n\n\n\n<li>\u6a5f\u80fd\u304c\u91cd\u8907\u3057\u3001\u30e6\u30fc\u30b6\u30fc\u3092\u6df7\u4e71\u3055\u305b\u308b\u5197\u9577\u306a\u30c4\u30fc\u30eb<\/li>\n\n\n\n<li>\u6210\u9577\u3092\u5236\u9650\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u5236\u7d04<\/li>\n\n\n\n<li>\u30c7\u30b8\u30bf\u30eb\u30fb\u30b9\u30ad\u30eb\u3001\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u306e\u5c02\u9580\u77e5\u8b58\u3001\u5c02\u9580\u77e5\u8b58\u306b\u304a\u3051\u308b\u4eba\u6750\u683c\u5dee<\/li>\n\n\n\n<li>\u6210\u679c\u3088\u308a\u3082\u6d3b\u52d5\u306b\u5831\u3044\u308b\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u69cb\u9020<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Simplify by retiring redundant tools and standardising on a modern core platform such as InvestGlass for CRM, onboarding, and client servicing, capabilities that also power specialised solutions like <a href=\"https:\/\/www.investglass.com\/ja\/%e6%ad%af%e7%a7%91%e5%8c%bb%e9%99%a2%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aecrcm\/\" target=\"_self\">InvestGlass CRM for dental practices<\/a>. The cost of maintaining multiple systems often exceeds the cost of proper consolidation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Talent challenges include an ageing advisor base and shortages of next generation professionals willing to prospect. Technology can make roles more attractive by eliminating drudgery and enabling advisors to focus on meaningful work. Create specialist roles where some team members focus on marketing and digital journeys while senior advisors handle complex relationships and planning, similar to how <a href=\"https:\/\/www.investglass.com\/ja\/%e3%82%bb%e3%83%a9%e3%83%94%e3%82%b9%e3%83%88%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aecrcm\/\" target=\"_self\">specialised CRM platforms for therapists<\/a> separate administrative tasks from client-facing work. There is also a growing need for expertise in tax strategies, as integrating tax planning into client service and operating models is essential for delivering comprehensive financial advice and attracting high-net-worth clients.<\/p>\n\n\n\n<h3 id=\"h-build-downturn-readiness-and-resilience\" class=\"wp-block-heading\">\u4e0d\u6cc1\u3078\u306e\u5099\u3048\u3068\u56de\u5fa9\u529b\u3092\u9ad8\u3081\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u306f\u30012026\u5e74\u4ee5\u964d\u3082\u5e73\u5766\u306a\u9053\u3092\u6b69\u3080\u3053\u3068\u3092\u60f3\u5b9a\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u7a81\u7136\u306e\u5e02\u5834\u4fee\u6b63\u3084\u30de\u30af\u30ed\u30fb\u30b7\u30e7\u30c3\u30af\u306b\u5099\u3048\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u4e57\u308a\u8d8a\u3048\u3066\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u7dad\u6301\u3067\u304d\u308b\u4f01\u696d\u306f\u3001\u5373\u8208\u7684\u306a\u5bfe\u5fdc\u3067\u306f\u306a\u304f\u3001\u6e96\u5099\u3055\u308c\u305f\u5bfe\u5fdc\u3092\u884c\u3063\u3066\u3044\u308b\u4f01\u696d\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e0d\u6cc1\u6e96\u5099\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e02\u5834\u8870\u9000\u30b7\u30ca\u30ea\u30aa\u306e\u305f\u3081\u306e\u4e8b\u524d\u5408\u610f\u6e08\u307f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8<\/li>\n\n\n\n<li>\u3044\u3064\u3001\u3069\u306e\u3088\u3046\u306b\u30ea\u30d0\u30e9\u30f3\u30b9\u3059\u308b\u304b\u3092\u660e\u8a18\u3057\u305f\u30ea\u30b9\u30af\u524a\u6e1b\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3<\/li>\n\n\n\n<li>\u30b9\u30c8\u30ec\u30b9\u671f\u306b\u5f37\u307e\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30d3\u30e5\u30fc\u306e\u983b\u5ea6<\/li>\n\n\n\n<li>\u9867\u5ba2\u306e\u8106\u5f31\u6027\u3092\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3057\u3001\u7a4d\u6975\u7684\u306a\u50cd\u304d\u304b\u3051\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u3092\u884c\u3046\u3002<\/li>\n\n\n\n<li>\u96fb\u5b50\u30e1\u30fc\u30eb\u3001\u30dd\u30fc\u30bf\u30eb\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u306e\u901a\u8a71\u3092\u901a\u3058\u305f\u8abf\u6574\u30d7\u30ed\u30c8\u30b3\u30eb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass can help segment clients by vulnerability, schedule proactive outreach, and coordinate messages across channels, while AI powered analytics support <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e6%9c%80%e9%81%a9%e5%8c%96%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aeai%e3%81%a7%e6%8a%95%e8%b3%87%e3%82%92%e3%83%9e%e3%82%b9%e3%82%bf%e3%83%bc\/\" target=\"_self\">portfolio management with AI<\/a> that is responsive to stress scenarios. When a correction hits, the system helps ensure no high risk client goes without contact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0d\u6cc1\u4e0b\u3067\u306e\u6210\u529f\u306f\u3001\u5358\u306b\u8cc7\u7523\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3067\u306f\u306a\u304f\u3001\u4fe1\u983c\u95a2\u4fc2\u3092\u5f37\u5316\u3057\u3001\u51b7\u9759\u3055\u3092\u793a\u3059\u3053\u3068\u306b\u3088\u3063\u3066\u6e2c\u3089\u308c\u308b\u3002\u30b9\u30c8\u30ec\u30b9\u306e\u4e2d\u3067\u512a\u308c\u305f\u696d\u7e3e\u3092\u4e0a\u3052\u308b\u4f01\u696d\u306f\u3001\u7af6\u5408\u4ed6\u793e\u304c\u7c21\u5358\u306b\u306f\u8ffd\u3044\u8d8a\u305b\u306a\u3044\u6c38\u7d9a\u7684\u306a\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u7bc9\u304f\u3002.<\/p>\n\n\n\n<h2 id=\"h-how-investglass-supports-growth-in-2026\" class=\"wp-block-heading\">2026\u5e74\u306e\u6210\u9577\u3092\u652f\u3048\u308b\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u4ed5\u7d44\u307f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Throughout this article, we have referenced how technology supports each growth lever. InvestGlass brings these capabilities together in a single platform designed for wealth management, helping firms prepare for the year ahead by aligning technology with strategic growth priorities and industry forecasts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u80fd\u529b\u306f\u30012026\u5e74\u306e\u6210\u9577\u512a\u5148\u8ab2\u984c\u306b\u6cbf\u3063\u3066\u3044\u308b\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u6210\u9577\u306e\u512a\u5148\u9806\u4f4d<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u80fd\u529b<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7d71\u4e00\u3055\u308c\u305f\u9867\u5ba2\u30c7\u30fc\u30bf<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u60c5\u5831\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b\u30b9\u30a4\u30b9\u306e\u30bd\u30d6\u30ea\u30f3CRM<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u52d5\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c8\u30ea\u30ac\u30fc\u3001\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3001\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3092\u5099\u3048\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u30c4\u30fc\u30eb<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u30d5\u30a9\u30fc\u30e0\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u3001\u96fb\u5b50\u7f72\u540d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u76e3\u67fb\u8a3c\u8de1\u3068\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u306b\u3088\u308b\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u81ea\u52d5\u5316<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30b8\u30b7\u30e7\u30f3\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3001\u30e2\u30c7\u30eb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30a4\u30cd\u30fc\u30d6\u30eb\u30e1\u30f3\u30c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>AI\u306b\u3088\u308b\u6e96\u5099\u3001\u30a2\u30af\u30c6\u30a3\u30d3\u30c6\u30a3\u8a18\u9332\u3001\u30bf\u30b9\u30af\u7ba1\u7406<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>InvestGlass\u3092\u5229\u7528\u3057\u3066\u3044\u308b\u3042\u308b\u9280\u884c\u306f\u30012025\u5e74\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306b\u304b\u304b\u308b\u6642\u9593\u309260\uff05\u77ed\u7e2e\u3057\u30012026\u5e74\u306b\u306f\u7bc0\u7d04\u3057\u305f\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3092\u6709\u6a5f\u7684\u6210\u9577\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u306b\u632f\u308a\u5411\u3051\u305f\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3078\u306e\u6295\u8cc7\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u751f\u7523\u6027\u5411\u4e0a\u3068\u9867\u5ba2\u7372\u5f97\u306e\u8fc5\u901f\u5316\u306b\u3088\u3063\u3066\u56de\u53ce\u3055\u308c\u305f\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3001\u5bcc\u306b\u7279\u5316\u3057\u305f\u6a5f\u80fd\u3001\u9280\u884c\u3001\u72ec\u7acb\u7cfb\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30fb\u30aa\u30d5\u30a3\u30b9\u5411\u3051\u306e\u67d4\u8edf\u6027\u306b\u3088\u308a\u3001\u4e00\u822c\u7684\u306aCRM\u3068\u306f\u4e00\u7dda\u3092\u753b\u3057\u3066\u3044\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u30b9\u30a4\u30b9\u3067\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3059\u308b\u3053\u3068\u3082\u3001\u6700\u5927\u9650\u306e\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3092\u5fc5\u8981\u3068\u3059\u308b\u6a5f\u95a2\u5411\u3051\u306b\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3067\u5c55\u958b\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If your firm is planning growth initiatives for 2026, consider exploring how InvestGlass can align with your strategy and support your preparations for the year ahead. Demos and consultations are available to help refine priorities and define a realistic roadmap.<\/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\/2026\/04\/Wealth-Management-1024x683.jpg\" alt=\"\" class=\"wp-image-49861\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/04\/Wealth-Management-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/04\/Wealth-Management-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/04\/Wealth-Management-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/04\/Wealth-Management-1536x1025.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/04\/Wealth-Management-scaled.jpg 2048w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/04\/Wealth-Management-18x12.jpg 18w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 id=\"h-conclusion-turning-2026-into-a-foundation-year-for-the-next-decade\" class=\"wp-block-heading\">\u7d50\u8ad62026\u5e74\u3092\u6b21\u306e10\u5e74\u306e\u790e\u3068\u306a\u308b\u5e74\u306b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306f\u3001\u6b21\u306e10\u5e74\u306e\u6210\u9577\u306e\u305f\u3081\u306e\u30c7\u30fc\u30bf\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001\u4eba\u6750\u69cb\u9020\u3092\u69cb\u7bc9\u3059\u308b\u57fa\u790e\u306e\u5e74\u3068\u3057\u3066\u6271\u304a\u3046\u3002CRM\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3001AI\u5c0e\u5165\u3001\u6210\u9577\u30d7\u30ed\u30bb\u30b9\u306b\u3064\u3044\u3066\u4eca\u4e0b\u3059\u6c7a\u65ad\u304c\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306e\u7af6\u4e89\u529b\u3092\u5de6\u53f3\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a08\u753b\u7684\u304b\u3064\u6e2c\u5b9a\u53ef\u80fd\u306a\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u3092\u518d\u8a2d\u8a08\u3059\u308b\u3053\u3068\u3001\u5bcc\u306e\u79fb\u8ee2\u304c\u8d77\u3053\u308b\u524d\u306b\u6b21\u4e16\u4ee3\u3092\u53d6\u308a\u8fbc\u3080\u3053\u3068\u3001\u4eba\u9593\u306e\u76e3\u7763\u4e0b\u3067AI\u3092\u8ce2\u304f\u5c0e\u5165\u3059\u308b\u3053\u3068\u3001\u80fd\u529b\u3092\u5f15\u304d\u51fa\u3059\u305f\u3081\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u3053\u3068\u3001\u65e5\u548c\u898b\u7684\u306a\u5229\u7528\u53ef\u80fd\u6027\u3067\u306f\u306a\u304f\u6226\u7565\u7684\u9069\u5408\u6027\u306b\u57fa\u3065\u3044\u3066M&amp;A\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u614e\u91cd\u306b\u9078\u3076\u3053\u3068\u3001\u306a\u3069\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306b\u65ad\u56fa\u3068\u3057\u305f\u884c\u52d5\u3092\u3068\u308b\u4f01\u696d\u306f\u3001\u5927\u304d\u306a\u5bcc\u306e\u79fb\u8ee2\u3001\u7d99\u7d9a\u7684\u306a\u7d71\u5408\u3001\u9ad8\u307e\u308b\u9867\u5ba2\u306e\u671f\u5f85\u304b\u3089\u5229\u76ca\u3092\u5f97\u308b\u305f\u3081\u306e\u6700\u826f\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5f97\u308b\u3060\u308d\u3046\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u3092\u5f85\u3063\u3066\u3044\u3066\u306f\u3001\u7af6\u5408\u4ed6\u793e\u304c\u3055\u3089\u306b\u5148\u3092\u884c\u304f\u4e2d\u3001\u8ffd\u3044\u3064\u304f\u306e\u306b\u7cbe\u4e00\u676f\u3068\u306a\u308b\u3060\u308d\u3046\u3002\u30c4\u30fc\u30eb\u306f\u5b58\u5728\u3059\u308b\u3002\u6226\u7565\u306f\u5b9f\u8a3c\u6e08\u307f\u3060\u3002\u554f\u984c\u306f\u5b9f\u884c\u3060\u3002.<\/p>\n\n\n\n<h2 id=\"h-frequently-asked-questions\" class=\"wp-block-heading\">\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<h3 id=\"h-how-quickly-can-a-mid-sized-wealth-management-firm-modernise-its-tech-stack-for-growth-in-2026\" class=\"wp-block-heading\">2026\u5e74\u306e\u6210\u9577\u306b\u5411\u3051\u3066\u3001\u4e2d\u5805\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u306f\u3069\u306e\u7a0b\u5ea6\u8fc5\u901f\u306b\u6280\u8853\u30b9\u30bf\u30c3\u30af\u3092\u8fd1\u4ee3\u5316\u3067\u304d\u308b\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5b9f\u7684\u306a\u5909\u9769\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306f\u3001\u8907\u96d1\u3055\u306b\u3088\u3063\u30669\u30f6\u6708\u304b\u308918\u30f6\u6708\u3068\u5e45\u304c\u3042\u308b\u304c\u3001\u4f01\u696d\u306f\u6700\u521d\u306e3\u30f6\u6708\u304b\u30896\u30f6\u6708\u3067\u65e9\u671f\u306b\u6210\u679c\u3092\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u307e\u305a\u3001CRM\u306e\u7d71\u5408\u3068\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u304b\u3089\u59cb\u3081\u308b\u3002\u305d\u306e\u5f8c\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001AI\u652f\u63f4\u3001\u3088\u308a\u6df1\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7d71\u5408\u3092\u6bb5\u968e\u7684\u306b\u8ffd\u52a0\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u6bb5\u968e\u7684\u306b\u5c0e\u5165\u3067\u304d\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u308b\u305f\u3081\u3001\u5168\u3066\u306e\u30ec\u30ac\u30b7\u30fc\u30b7\u30b9\u30c6\u30e0\u306e\u5168\u9762\u7684\u306a\u30ea\u30d7\u30ec\u30fc\u30b9\u3092\u5f85\u3064\u3053\u3068\u306a\u304f\u3001\u30e1\u30ea\u30c3\u30c8\u3092\u4eab\u53d7\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30af\u30ea\u30fc\u30f3\u3067\u5b8c\u5168\u306a\u30c7\u30fc\u30bf\u306b\u4f9d\u5b58\u3059\u308b\u9ad8\u5ea6\u306a\u5206\u6790\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u7740\u624b\u3059\u308b\u524d\u306b\u3001\u9867\u5ba2\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3084\u30c7\u30fc\u30bf\u54c1\u8cea\u306a\u3069\u3001\u5f71\u97ff\u306e\u5927\u304d\u3044\u5206\u91ce\u3092\u512a\u5148\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<h3 id=\"h-what-types-of-client-segments-should-a-growing-wealth-firm-prioritise-in-2026\" class=\"wp-block-heading\">2026\u5e74\u3001\u6210\u9577\u4e2d\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30d5\u30a1\u30fc\u30e0\u304c\u512a\u5148\u3059\u3079\u304d\u9867\u5ba2\u5c64\u3068\u306f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bcc\u88d5\u5c64\u306e\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u3001\u5bcc\u88d5\u5c64\u306e\u30b3\u30a2\u30fb\u30d5\u30a1\u30df\u30ea\u30fc\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u524d\u5411\u304d\u306a\u6b21\u4e16\u4ee3\u306e\u76f8\u7d9a\u4eba\u306b\u30d5\u30a9\u30fc\u30ab\u30b9\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u5c64\u306f\u3001\u73fe\u5728\u306e\u53ce\u76ca\u6027\u3068\u9ad8\u3044\u751f\u6daf\u4fa1\u5024\u3092\u517c\u306d\u5099\u3048\u3066\u304a\u308a\u3001\u7279\u306b\u6d41\u52d5\u6027\u3084\u76f8\u7d9a\u304c\u767a\u751f\u3059\u308b\u524d\u306b\u8cc7\u7523\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u3068\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u3092\u5229\u7528\u3057\u3066\u3001\u3059\u3067\u306b\u30d3\u30b8\u30cd\u30b9\u30fb\u30d6\u30c3\u30af\u306b\u3042\u308b\u6700\u3082\u6709\u671b\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u7279\u5b9a\u3059\u308b\u3002\u591a\u304f\u306e\u5834\u5408\u3001\u6700\u5927\u306e\u6210\u9577\u6a5f\u4f1a\u306f\u5168\u304f\u65b0\u3057\u3044\u9867\u5ba2\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u3067\u306f\u306a\u304f\u3001\u65e2\u5b58\u306e\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6df1\u3081\u308b\u3053\u3068\u3067\u3059\u3002InvestGlass\u306e\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u6a5f\u80fd\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30c4\u30fc\u30eb\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u6210\u9577\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 id=\"h-how-can-firms-use-ai-without-creating-regulatory-or-reputational-risk\" class=\"wp-block-heading\">\u898f\u5236\u30ea\u30b9\u30af\u3084\u98a8\u8a55\u30ea\u30b9\u30af\u3092\u751f\u3080\u3053\u3068\u306a\u304fAI\u3092\u6d3b\u7528\u3059\u308b\u306b\u306f\u3069\u3046\u3059\u308c\u3070\u3044\u3044\u306e\u304b\u3002<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ce\u30fc\u30c8\u306e\u8981\u7d04\u3001\u30bf\u30b9\u30af\u306e\u63d0\u6848\u3001\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u306e\u5206\u985e\u306a\u3069\u3001\u793e\u5185\u306e\u52b9\u7387\u5316\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308bAI\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u304b\u3089\u59cb\u3081\u307e\u3057\u3087\u3046\u3002\u3053\u306e\u3088\u3046\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001AI\u3092\u9867\u5ba2\u3068\u306e\u610f\u601d\u6c7a\u5b9a\u306e\u5f79\u5272\u306b\u914d\u7f6e\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u751f\u7523\u6027\u3092\u5411\u4e0a\u3055\u305b\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u30eb\u30fc\u30eb\u3001\u691c\u8a3c\u8981\u4ef6\u3001\u9069\u5207\u306a\u4f7f\u7528\u306b\u95a2\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5411\u3051\u30ac\u30a4\u30c9\u30e9\u30a4\u30f3\u306e\u6587\u66f8\u5316\u306a\u3069\u3001\u660e\u78ba\u306aAI\u30ac\u30d0\u30ca\u30f3\u30b9\u30dd\u30ea\u30b7\u30fc\u3092\u78ba\u7acb\u3059\u308b\u3002InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u7ba1\u7406\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306bAI\u3092\u7d44\u307f\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u3001\u7d50\u679c\u306f\u30ed\u30b0\u306b\u8a18\u9332\u3055\u308c\u3001\u76e3\u67fb\u53ef\u80fd\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u76e3\u8996\u306e\u5bfe\u8c61\u3068\u306a\u308b\u3002\u6700\u7d42\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u306f\u4eba\u9593\u304c\u884c\u3046\u3053\u3068\u3092\u5f37\u8abf\u3057\u3064\u3064\u3001\u81ea\u52d5\u5316\u304c\u30b5\u30fc\u30d3\u30b9\u3092\u652f\u63f4\u3059\u308b\u90e8\u5206\u306b\u3064\u3044\u3066\u9867\u5ba2\u3068\u900f\u660e\u6027\u3092\u4fdd\u3064\u3002.<\/p>\n\n\n\n<h3 id=\"h-does-swiss-data-sovereignty-really-matter-for-non-swiss-wealth-managers\" class=\"wp-block-heading\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u30b9\u30a4\u30b9\u4ee5\u5916\u306e\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306b\u3068\u3063\u3066\u672c\u5f53\u306b\u91cd\u8981\u306a\u306e\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u5f37\u529b\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\u3068\u653f\u6cbb\u7684\u5b89\u5b9a\u6027\u3092\u91cd\u8996\u3059\u308b\u591a\u304f\u306e\u6b27\u5dde\u3001\u4e2d\u6771\u3001\u304a\u3088\u3073\u56fd\u969b\u7684\u306a\u9867\u5ba2\u306b\u3068\u3063\u3066\u9b45\u529b\u7684\u3067\u3059\u3002\u56fd\u5883\u3092\u8d8a\u3048\u305f\u8cc7\u7523\u7ba1\u7406\u4f1a\u793e\u306b\u3068\u3063\u3066\u3001\u30b9\u30a4\u30b9\u306b\u4e2d\u6838\u3068\u306a\u308b\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6301\u3064\u3053\u3068\u306f\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u610f\u8b58\u306e\u9ad8\u3044\u5bb6\u65cf\u3084\u6a5f\u95a2\u3068\u306e\u4f1a\u8a71\u3092\u7c21\u7d20\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass offers both Swiss hosted and on premise options, enabling firms outside Switzerland to benefit from the same sovereign approach, aligned with how AI is reshaping <a href=\"https:\/\/www.investglass.com\/ja\/%e4%b8%ad%e5%a4%ae%e9%8a%80%e8%a1%8c%e3%81%ae%e9%87%91%e8%9e%8d%e6%94%bf%e7%ad%96%e3%81%a8%e6%84%8f%e6%80%9d%e6%b1%ba%e5%ae%9a%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bai\/\" target=\"_self\">central banking and monetary policy<\/a> under strict governance and data protection. Even when not legally required, the ability to point to Swiss grade data protection differentiates a firm in competitive pitches against providers with less clear data policies.<\/p>\n\n\n\n<h3 id=\"h-what-is-the-first-concrete-step-a-firm-leader-should-take-after-reading-this-article\" class=\"wp-block-heading\">\u3053\u306e\u8a18\u4e8b\u3092\u8aad\u3093\u3067\u3001\u4f1a\u793e\u306e\u30ea\u30fc\u30c0\u30fc\u304c\u6700\u521d\u306b\u53d6\u308b\u3079\u304d\u5177\u4f53\u7684\u306a\u30b9\u30c6\u30c3\u30d7\u306f\u4f55\u3060\u308d\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73fe\u5728\u306e\u6709\u6a5f\u7684\u6210\u9577\u7387\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u3001\u30c7\u30fc\u30bf\u306e\u65ad\u7247\u5316\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u80fd\u529b\u5236\u7d04\u3092\u8a55\u4fa1\u3059\u308b\u77ed\u3044\u5185\u90e8\u76e3\u67fb\u3092\u5b9f\u65bd\u3059\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u30d9\u30fc\u30b9\u30e9\u30a4\u30f3\u3092\u78ba\u7acb\u3057\u3001\u3069\u3053\u306b\u6700\u5927\u306e\u6539\u5584\u6a5f\u4f1a\u304c\u3042\u308b\u304b\u3092\u7279\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306e\u5c0e\u5165\u3084CRM\u30b7\u30b9\u30c6\u30e0\u306e\u7d71\u5408\u306a\u3069\u30012026\u5e74\u306b\u5b8c\u4e86\u3055\u305b\u308b\u3079\u304d\u30ec\u30d0\u30ec\u30c3\u30b8\u306e\u9ad8\u3044\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30921\u3064\u304b2\u3064\u9078\u629e\u3059\u308b\u3002\u65b0\u3057\u3044\u30c4\u30fc\u30eb\u304c\u5b9f\u969b\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u9069\u5408\u3059\u308b\u3088\u3046\u306b\u3001\u3053\u308c\u3089\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u8a2d\u8a08\u306b\u306f\u3001\u73fe\u5834\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u904b\u7528\u30b9\u30bf\u30c3\u30d5\u306e\u4e21\u65b9\u3092\u53c2\u52a0\u3055\u305b\u308b\u3002InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u306b\u76f8\u8ac7\u3059\u308b\u3053\u3068\u3067\u3001\u512a\u5148\u9806\u4f4d\u3092\u7d5e\u308a\u8fbc\u307f\u3001\u4f1a\u793e\u306e\u6226\u7565\u3084\u898f\u5236\u72b6\u6cc1\u306b\u6cbf\u3063\u305f\u73fe\u5b9f\u7684\u306a\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u5b9a\u7fa9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Growth in 2026 will come from a deliberate mix of organic client acquisition, next generation retention, and carefully selected mergers and acquisitions rather than relying on market appreciation alone. A wealth management firm&#8217;s business model is under pressure and must evolve to incorporate new digital tools, rising client expectations, and updated organisational strategies to remain competitive. Firms that industrialise growth with data driven CRM, AI tools, and automation will outpace competitors who simply add headcount or expand product shelves. Unified client data, Swiss grade security, and compliance by design have become competitive advantages rather than mere regulatory necessities. Advisors must evolve into AI augmented relationship managers while platforms like InvestGlass [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":50781,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[95],"class_list":["post-50779","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Wealth Management Firm: Your Path to Success<\/title>\n<meta name=\"description\" content=\"Explore how a Wealth Management Firm can optimize your investment strategies and secure your financial future.\" \/>\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-can-wealth-management-firms-scale-successfully-in-2026\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Can Wealth Management Firms Scale Successfully in 2026?\" \/>\n<meta property=\"og:description\" content=\"Growth in 2026 will come from a deliberate mix of organic client acquisition,\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ja\/how-can-wealth-management-firms-scale-successfully-in-2026\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-06-03T09:34:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Portfolio-Weights.png\" \/>\n\t<meta property=\"og:image:width\" content=\"677\" \/>\n\t<meta property=\"og:image:height\" content=\"395\" \/>\n\t<meta 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