{"id":29574,"date":"2021-05-24T20:56:10","date_gmt":"2021-05-24T18:56:10","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29574"},"modified":"2025-03-28T06:04:33","modified_gmt":"2025-03-28T05:04:33","slug":"%eb%aa%a8%eb%93%a0-%ec%9d%80%ed%96%89%ec%97%90-%ec%a0%81%ed%95%a9%ed%95%9c-%ed%9a%a8%ea%b3%bc%ec%a0%81%ec%9d%b8-%ec%98%a8%eb%b3%b4%eb%94%a9-%ec%a0%84%eb%9e%b5","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/the-effective-onboarding-strategy-that-works-for-every-bank\/","title":{"rendered":"\ubaa8\ub4e0 \uc740\ud589\uc5d0 \uc801\ud569\ud55c \ud6a8\uacfc\uc801\uc778 \uc628\ubcf4\ub529 \uc804\ub7b5"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529\uc740 \uc740\ud589\uc774 \uc2e0\uaddc \uace0\uac1d\uc774 \uc740\ud589\uc758 \uc11c\ube44\uc2a4\ub97c \uc2dc\uc791\ud558\uace0 \uc2e4\ud589\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uae30 \uc704\ud574 \uc0ac\uc6a9\ud558\ub294 \ud504\ub85c\uc138\uc2a4\uc785\ub2c8\ub2e4. A <a href=\"https:\/\/www.investglass.com\/ko\/%ec%98%a8%eb%b3%b4%eb%94%a9-%ed%94%84%eb%a1%9c%ec%84%b8%ec%8a%a4%eb%a5%bc-%ed%9a%a8%ec%9c%a8%ec%a0%81%ec%9c%bc%eb%a1%9c-%eb%94%94%ec%a7%80%ed%84%b8%ed%99%94%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95\/\">\uc131\uacf5\uc801\uc778 \uc628\ubcf4\ub529 \uc804\ub7b5<\/a> \ub294 \uace0\uac1d\uc774 \uc740\ud589\uc744 \uacc4\uc18d \uc774\uc6a9\ud558\ub290\ub0d0 \ub2e4\ub978 \uc740\ud589\uc73c\ub85c \ub5a0\ub098\ub290\ub0d0\uc758 \ucc28\uc774\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub7ec\ud55c \uc804\ub7b5 \uc911 \uc77c\ubd80\ub294 \uc2e0\uaddc \uace0\uac1d\uc744 \uc7a5\uae30 \uace0\uac1d\uc73c\ub85c \uc804\ud658\ud558\ub294 \ub370 \ub2e4\ub978 \uc804\ub7b5\ubcf4\ub2e4 \ub354 \ud6a8\uacfc\uc801\uc785\ub2c8\ub2e4. \ud6a8\uacfc\uc801\uc778 \uace0\uac1d \uc628\ubcf4\ub529 \uc804\ub7b5\uc758 \uc694\uc778\uc744 \uc0b4\ud3b4\ubcf4\uace0 \uc740\ud589\uc5d0 \uac00\uc7a5 \uc801\ud569\ud55c \uc804\ub7b5\uc774 \ubb34\uc5c7\uc778\uc9c0 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\uc138\ubd84\ud654\ub418\ub294 \ubcf4\ub2e4 \uc2ec\uce35\uc801\uc778 \uace0\uac1d \uc5ec\uc815\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub77c\uc774\ube57 \ubc45\ud06c\uc758 \uc628\ubcf4\ub529 \uc804\ub7b5\uc5d0\ub294 \uc774\ub7ec\ud55c \ubaa8\ub4e0 \ub2e8\uacc4\uac00 \ud3ec\ud568\ub418\uc5b4 \uace0\uac1d\uc774 \uccab\ub0a0\ubd80\ud130 \uc644\uc804\ud788 \ucc38\uc5ec\ud560 \uc218 \uc788\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/how-to-create-a-successful-email-marketing-strategy-in-2021\/\">\ub514\uc9c0\ud138 \uc804\ub7b5\uc740 \uc774\uba54\uc77c\uc5d0\ub3c4 \uc801\uc6a9\ub429\ub2c8\ub2e4.<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ub9e4 \ubc45\ud0b9\uc740 \uc11c\ube44\uc2a4\uac00 \ub354 \uac04\ub2e8\ud558\uace0 \uace0\uac1d \uc5ec\uc815\uc774 \uc9e7\uae30 \ub54c\ubb38\uc5d0 \ud6e8\uc52c \ub354 \uac04\ub2e8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\ub9e4 \uc740\ud589\uc740 \uc628\ubcf4\ub529 \uc804\ub7b5\uc744 \uc8fc\ub85c \uace0\uac1d \ud655\ubcf4 \ubc0f \uc720\uc9c0\uc5d0 \uc9d1\uc911\ud558\uc5ec \uace0\uac1d\uc744 \ucd5c\ub300\ud55c \uc624\ub7ab\ub3d9\uc548 \ud65c\uc131 \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \uc0bc\uc544\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \uace0\uac1d\uc744 \uc120\ud0dd\ud558\ub824\uba74 <a href=\"https:\/\/www.investglass.com\/ko\/%ec%98%a8%eb%b3%b4%eb%94%a9-%ed%94%84%eb%a1%9c%ec%84%b8%ec%8a%a4%eb%a5%bc-%ed%9a%a8%ec%9c%a8%ec%a0%81%ec%9c%bc%eb%a1%9c-%eb%94%94%ec%a7%80%ed%84%b8%ed%99%94%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95\/\">\uc628\ubcf4\ub529 \uc804\ub7b5<\/a> \uc740\ud589\uc744 \uc120\ud0dd\ud558\ub824\uba74 \uc5b4\ub5a4 \uc720\ud615\uc758 \uc740\ud589\uc778\uc9c0 \uc54c\uc544\uc57c \ud569\ub2c8\ub2e4! <\/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\/2022\/05\/familybanking-1024x683.jpg\" alt=\"\" class=\"wp-image-32449\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-1080x720.jpg 1080w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-1280x854.jpg 1280w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-980x654.jpg 980w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-480x320.jpg 480w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-kind-of-onboarding-process-should-you-have\">\uc5b4\ub5a4 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uac00 \ud544\uc694\ud558\ub098\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc2e0\uaddc \uace0\uac1d\uc5d0\uac8c \uc131\uacf5\uc801\uc778 \uc628\ubcf4\ub529\uc744 \uc81c\uacf5\ud558\ub824\uba74 \uc628\ubcf4\ub529\uc744 \ucd5c\ub300 10~30\ubd84\uc73c\ub85c \uc81c\ud55c\ud558\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uc801\uc808\ud55c \ubb38\uc11c\uc640 \uc815\ubcf4\ub9cc \uc218\uc9d1\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc591\uc2dd\uc744 \ub108\ubb34 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4e4\uba74 \uc591\uc2dd\uc774 \ub108\ubb34 \ubcf5\uc7a1\ud574\uc838 \uc2e0\uaddc \uace0\uac1d\uc774 \uc628\ubcf4\ub529\uc744 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\ud504\ub85c\uc138\uc2a4\uc5d0 \ud310\ub9e4 \uc911\uc778 \uc81c\ud488\uc774\ub098 \uc11c\ube44\uc2a4\uc5d0 \ub300\ud55c \uace0\uac1d \ub370\uc774\ud130\uc640 \uc628\ubcf4\ub529\uc774 \ud3ec\ud568\ub418\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc591\uc2dd\uc740 \uc2e0\uaddc \uace0\uac1d\uc774 \uc801\ud569\ud55c \uc194\ub8e8\uc158\uc5d0 \uac00\uc785\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uc2e0\uaddc \uace0\uac1d \uc5ec\uc815\uc774 \ub354 \uac04\ub2e8\ud558\uace0 \uc774\ud574\ud558\uae30 \uc26c\uc6cc\uc9d1\ub2c8\ub2e4. \uc88b\uc740 \ubb38\uc11c\ud654 \ubc0f \uc601\uc5c5\uc740 \uc2e0\uaddc \uace0\uac1d\uc774 \uc0ac\uc6a9 \uc911\uc778 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub098 \ubcf5\uc7a1\ud55c KYC\uac00 \uc544\ub2cc \uadc0\uc0ac\uc758 \uac00\uce58\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc194\ub8e8\uc158\uc740 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18\uc774\uba70 <a href=\"https:\/\/www.investglass.com\/ko\/%ec%9d%80%ed%96%89-%ec%97%85%ea%b3%84%ec%97%90%ec%84%9c-crm%ec%9d%80-%ec%96%b4%eb%96%bb%ea%b2%8c-%ea%b5%ac%ed%98%84%eb%90%98%eb%82%98%ec%9a%94\/\">InvestGlass CRM \uae30\uc220<\/a> \ub294 \uc0ac\uc6a9\ud558\uae30 \uc27d\uc2b5\ub2c8\ub2e4. \uc774\uc0c1\uc801\uc778 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\ub3c4\ub85d \ubb34\ub8cc \uccb4\ud5d8\ud310\uacfc \ubc45\ud0b9 \uad00\ub828 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-onboarding-is-so-easy\">\uace0\uac1d \uc628\ubcf4\ub529\uc774 \ub9e4\uc6b0 \uc26c\uc6cc\uc9d1\ub2c8\ub2e4.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08\ubd80\ud130 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud574 \ubbf8\ub9ac \uad6c\ucd95\ub41c \ub9ac\uc18c\uc2a4\ub85c \uc2dc\uc791\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uc740\ud589 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ec%96%91%ec%8b%9d-%eb%b9%8c%eb%8d%94\/\" target=\"_blank\"  rel=\"noopener\" title=\"\uc591\uc2dd \ube4c\ub354\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"853\">\uc591\uc2dd \ube4c\ub354<\/a> \ub294 \ud504\ub85c\uadf8\ub798\ubc0d\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc591\uc2dd\uc744 \ub9cc\ub4e4\ub824\uba74 \uae30\uc874 \ud504\ub85c\uc138\uc2a4\ub9cc \uc788\uc73c\uba74 \ub418\uac70\ub098 \ud15c\ud50c\ub9bf\uc744 \ud1b5\ud574 \ub3c4\uc6c0\uc744 \ub4dc\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc704\ud5d8 \ubc0f \ubc95\ubb34 \ubd80\uc11c\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \uc218\uc9d1\ud558\uc5ec \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc2dc\uc791\ud560 \uac83\uc744 \uac15\ub825\ud788 \uad8c\uc7a5\ud569\ub2c8\ub2e4! KYC\uc758 \ubbf8\ub798\ub294 \uc9c0\uae08\uc774\uba70 InvestGlass\uac00 \ub3c4\uc640\ub4dc\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \uace0\uac1d \uc628\ubcf4\ub529 <a href=\"https:\/\/www.investglass.com\/ko\/%ec%a0%84%eb%9e%b5-%ea%b7%b9%eb%8c%80%ed%99%94-%ec%b5%9c%ea%b3%a0%ec%9d%98-b2b-%eb%a7%88%ec%bc%80%ed%8c%85-%ec%84%b1%ea%b3%b5%ec%9d%84-%ec%9c%84%ed%95%9c-5%ea%b0%80%ec%a7%80-%eb%aa%a8%eb%b2%94\/\"  data-wpil-monitor-id=\"17\">\uc131\uacf5\uc744 \uc704\ud574\uc11c\ub294 \uc804\ub7b5\uc774 \uac00\uc7a5 \uc911\uc694\ud569\ub2c8\ub2e4.<\/a> \ub97c \uad6c\ud604\ud558\ub294 \uac83\uc740 \ubaa8\ub4e0 \uc740\ud589\uc758 \ubaa9\ud45c\uc774\uc9c0\ub9cc \ud56d\uc0c1 \uc26c\uc6b4 \uc77c\uc740 \uc544\ub2d9\ub2c8\ub2e4. \ud504\ub85c\uc138\uc2a4\uc758 \uccab \ubc88\uc9f8 \ub2e8\uacc4\ub294 \uc774\uc0c1\uc801\uc778 \uace0\uac1d \ud504\ub85c\ud544\uc744 \uc774\ud574\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uace0\uac1d\uc774 \uacc4\uc88c\uc5d0 \uc561\uc138\uc2a4\ud558\uae30 \uc804\uc5d0 \uc5b4\ub5a4 \uc720\ud615\uc758 \uc11c\ub958\uac00 \ud544\uc694\ud55c\uc9c0 \uacb0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Onboarding is a process that banks use to get new customers up and running with the bank&#8217;s services. A successful onboarding strategy can be the difference between your customers staying or leaving you for another bank. However, some of these strategies are more effective than others in converting new customers into long-term clients. We will [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":35664,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45],"class_list":["post-29574","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding"],"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>Onboarding Strategy that Works for Every Bank - InvestGlass<\/title>\n<meta name=\"description\" content=\"Optimize your bank&#039;s onboarding with a proven, effective strategy.\" \/>\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\/ko\/\ubaa8\ub4e0-\uc740\ud589\uc5d0-\uc801\ud569\ud55c-\ud6a8\uacfc\uc801\uc778-\uc628\ubcf4\ub529-\uc804\ub7b5\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Effective Onboarding Strategy that Works for Every Bank\" \/>\n<meta property=\"og:description\" content=\"Onboarding is a process that banks use to get new customers up and running with the bank&#039;s services. A successful onboarding strategy can be the\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/\ubaa8\ub4e0-\uc740\ud589\uc5d0-\uc801\ud569\ud55c-\ud6a8\uacfc\uc801\uc778-\uc628\ubcf4\ub529-\uc804\ub7b5\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-24T18:56:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-28T05:04:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/welcome-investglass.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1065\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\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=\"\uae00\uc4f4\uc774\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04\" \/>\n\t<meta name=\"twitter:data2\" content=\"3\ubd84\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\ubaa8\ub4e0 \uc740\ud589\uc5d0 \uc801\ud569\ud55c \uc628\ubcf4\ub529 \uc804\ub7b5 - InvestGlass","description":"\uc785\uc99d\ub41c \ud6a8\uacfc\uc801\uc778 \uc804\ub7b5\uc73c\ub85c \uc740\ud589\uc758 \uc628\ubcf4\ub529\uc744 \ucd5c\uc801\ud654\ud558\uc138\uc694.","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\/ko\/\ubaa8\ub4e0-\uc740\ud589\uc5d0-\uc801\ud569\ud55c-\ud6a8\uacfc\uc801\uc778-\uc628\ubcf4\ub529-\uc804\ub7b5\/","og_locale":"ko_KR","og_type":"article","og_title":"The Effective Onboarding Strategy that Works for Every Bank","og_description":"Onboarding is a process that banks use to get new customers up and running with the bank's services. 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