{"id":29681,"date":"2021-05-29T09:01:29","date_gmt":"2021-05-29T07:01:29","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29681"},"modified":"2025-03-21T05:17:41","modified_gmt":"2025-03-21T04:17:41","slug":"%ec%99%b8%eb%b6%80-%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac%ec%9e%90%eb%a5%bc-%ec%9c%84%ed%95%9c-crm%ec%9d%84-%ec%84%b1%ea%b3%b5%ec%a0%81%ec%9c%bc%eb%a1%9c-%ec%84%a4%ec%a0%95%ed%95%98%ea%b8%b0-%ec%9c%84","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/","title":{"rendered":"\uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c CRM\uc744 \uc131\uacf5\uc801\uc73c\ub85c \uc124\uc815\ud558\ub294 5\ub2e8\uacc4"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\ub9c8\ucf00\ud305 \uc608\uc0b0\uc744 \ucd5c\uc801\ud654\ud558\uace0 \uace0\uac1d \uad00\uacc4\ub97c \uac1c\uc120\ud558\uace0\uc790 \ud558\ub294 \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0\uac8c\ub294 \ud6a8\uacfc\uc801\uc778 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac(CRM) \uc2dc\uc2a4\ud15c\uc744 \uad6c\ud604\ud558\ub294 \uac83\uc774 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc5d0 \ud22c\uc790\ud558\ub294 \uae30\uc5c5\uc740 \uc0c1\ub2f9\ud55c \ud22c\uc790 \uc218\uc775\ub960(ROI)\uc744 \uae30\ub300\ud560 \uc218 \uc788\uc73c\uba70, \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 1\ub2ec\ub7ec\ub97c \ud22c\uc790\ud560 \ub54c\ub9c8\ub2e4 \ud3c9\uade0 $8.71\uc758 ROI\ub97c \ub2ec\uc131\ud558\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c, CRM \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\ud558\ub294 \uae30\uc5c5\ub4e4\uc740 <a href=\"https:\/\/tech.co\/crm-software\/crm-statistics\">\uc601\uc5c5 \uc0dd\uc0b0\uc131 291% \ud5a5\uc0c1 \ubc0f \ub9e4\ucd9c \uc608\uce21 \uc815\ud655\ub3c4 421% \uac1c\uc120<\/a>, \ub97c \ud1b5\ud574 \ub9c8\ucf00\ud305 \ub9ac\uc18c\uc2a4\ub97c \uc804\ub7b5\uc801\uc73c\ub85c \ud560\ub2f9\ud558\ub294 \ub370 \uc788\uc5b4 CRM\uc758 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \uac15\uc870\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4,<a href=\"https:\/\/www.linkpoint360.com\/crm-statistics\/\"> \uc758\uc0ac \uacb0\uc815\uad8c\uc790 \uc911 74%\uac00 CRM \uc2dc\uc2a4\ud15c\uc774 \ub2e4\uc74c\uacfc \uac19\uc740 \uc774\uc810\uc744 \uc81c\uacf5\ud55c\ub2e4\uace0 \ub2f5\ud588\uc2b5\ub2c8\ub2e4.<\/a> \uace0\uac1d \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc811\uadfc\uc131\uc774 \uac1c\uc120\ub418\uc5b4 \ube44\uc988\ub2c8\uc2a4 \ud6a8\uc728\uc131\uc774 \ub354\uc6b1 \ud5a5\uc0c1\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub97c \uc704\ud574 \uba87 \uac00\uc9c0 \uae30\ubcf8 \ub2e8\uacc4\ub97c \uc218\ud589\ud558\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">-\uacbd\uc7c1\uc0ac\uc758 \uad11\uace0 \uc608\uc0b0\uc774 \uc5b4\ub514\uc5d0 \uc0ac\uc6a9\ub418\ub294\uc9c0 \ud30c\uc545\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">-\ud0c0\uac9f \uc624\ub514\uc5b8\uc2a4\uc5d0\uac8c \uac00\uc7a5 \uc801\ud569\ud55c \ubbf8\ub514\uc5b4 \uc720\ud615 \ucc3e\uae30<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">-\uac01 \ucc44\ub110\uc5d0\uc11c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub294 \uc778\ubca4\ud1a0\ub9ac \uc591\uc744 \uacb0\uc815\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-what-is-crm-eam-and-why-should-you-care\">1. CRM EAM\uc774\ub780 \ubb34\uc5c7\uc774\uba70 \uc65c \uad00\uc2ec\uc744 \uac00\uc838\uc57c \ud558\ub098\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uad00\uacc4 \uad00\ub9ac(CRM)\uc5d0\uc11c \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc740 \uace0\uac1d\uc774 \uc81c\ud488\uc774\ub098 \uc11c\ube44\uc2a4\ub97c \uace0\ub824, \uad6c\ub9e4, \uc0ac\uc6a9 \ubc0f \ucda9\uc131\ub3c4\ub97c \uc720\uc9c0\ud560 \ub54c \uac70\uce58\ub294 \ub2e8\uacc4\uc758 \uc9c4\ud589 \uacfc\uc815\uc744 \uc124\uba85\ud569\ub2c8\ub2e4. \ubaa9\ud45c\ub294 \uace0\uac1d\uc774 \uc81c\ud488\uc774\ub098 \uc11c\ube44\uc2a4\uc5d0 \ub300\ud574 \uc88b\uc740 \uacbd\ud5d8\uc744 \ud560 \uc218 \uc788\ub3c4\ub85d \ud55c \ub2e4\uc74c, \ub2e4\uc74c\uacfc \uac19\uc740 \uacfc\uc815\uc744 \ud1b5\ud574 \uace0\uac1d\uc774 \ub354 \ub098\uc740 \uacbd\ud5d8\uc744 \ud558\ub294 \uc774\uc720\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uac83\uc785\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"635\">\ub9c8\ucf00\ud305<\/a> \uc774\uba54\uc77c \ud478\uc2dc\ucc98\ub7fc \ud478\uc2dc\ud560 \uc218 \uc788\uc9c0\ub9cc, \uac00\uc7a5 \uc911\uc694\ud55c \uac83\uc740 \uac00\uc7a5 \uce5c\ud55c \uce5c\uad6c\uc774\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc608, \uc88b\uc740 CRM\uc740 \uacbd\uc7c1\uc5d0\uc11c \uc0b4\uc544\ub0a8\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/finsa%ec%9a%a9-crm\/\">FinSA \ubc0f MIFID<\/a> \uc778\uacf5\uc9c0\ub2a5\uc744 \ud1b5\ud574 \uc801\uc2dc\uc5d0 \uc62c\ubc14\ub978 \uc815\ubcf4\ub97c \uc81c\uacf5\ud558\ub294 \ucd08\ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \uc138\uc0c1. CRM\uc740 \ub610\ud55c \uace0\uac1d\uacfc \ud611\uc5c5\ud558\uc5ec KYC\ub97c \uc5c5\ub370\uc774\ud2b8\ud560 \uc218 \uc788\ub294 \uc62c\ubc14\ub978 \ubc29\ubc95\uc785\ub2c8\ub2e4. KYC \ub610\ub294 \uace0\uac1d \ud30c\uc545 \ub370\uc774\ud130 \uc218\uc9d1. InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud574 \uaddc\uc815 \uc900\uc218 \uc5c5\ubb34\uc758 \uc18d\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \ud544\uc694\ud55c \ubaa8\ub4e0 \uc9c0\uc6d0\uacfc \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"683\" height=\"1024\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c-jtjc0g7i-683x1024.jpg\" alt=\"\ud734\ub300\ud3f0\uc744 \ubcf4\ub294 \ub0a8\uc790\" class=\"wp-image-29683\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c-jtjc0g7i-683x1024.jpg 683w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c-jtjc0g7i-200x300.jpg 200w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c-jtjc0g7i-768x1152.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c-jtjc0g7i.jpg 800w\" sizes=\"(max-width: 683px) 100vw, 683px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-how-to-implement-crm-for-wealth-management\">2. \uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM \uad6c\ud604 \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc800\ud76c\ub294 \uc124\uc815\uc774 \uc131\uacfc\ub85c \uac04\uc8fc\ub418\ub294 CRM\uc744 \uad6c\ucd95\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc2a4\uc704\uc2a4\uc5d0\uc11c \uac1c\ubc1c\ub418\uc5c8\uc73c\uba70 \ud300\uc5d0\uc11c \uc27d\uac8c \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uccab \ubc88\uc9f8 \uc81c\uc548 \uc694\uccad\uc744 \uad6c\ucd95\ud558\ub824\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800 \ub610\ub294 \uc601\uc5c5 \ub2f4\ub2f9\uc790\uac00 \ucea0\ud398\uc778\uc5d0 \ucc38\uc5ec\ud574\uc57c \ud569\ub2c8\ub2e4. \ub300\ud615 \uc790\uc0b0 \uad00\ub9ac\uc0ac\ub294 \uacb0\uad6d \ucee8\uc124\ud134\ud2b8\ub97c \ucc44\uc6a9\ud558\uc5ec \ud544\uc694\ud55c \ucd5c\uc18c\ud55c\uc758 \uaddc\uc815 \uc900\uc218 \uc218\uc900\uc744 \uc124\uc815\ud569\ub2c8\ub2e4. \ucee8\uc124\ud134\ud2b8\ub294 \uae30\uc874 \uc194\ub8e8\uc158\uc744 \uc0b4\ud3b4\ubcf4\uace0 \ud68c\uc0ac\uc5d0 \ud544\uc694\ud55c \uc194\ub8e8\uc158\uc744 \ucc3e\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc904 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-the-benefits-of-crm-for-external-asset-management\">3. \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM\uc758 \uc774\uc810<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ube0c\ub79c\ub4dc \uc778\uc9c0\ub3c4\ub97c \ub192\uc774\uc138\uc694. \uc2e0\uaddc \uace0\uac1d\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud55c \uccab \ubc88\uc9f8 \ub2e8\uacc4\ub294 \ube44\uc988\ub2c8\uc2a4\ub97c \uc18c\uac1c\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ac\ub4dc\ub97c \ud655\ubcf4\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ac\ub4dc\ub97c \uace0\uac1d\uc73c\ub85c \uc804\ud658\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6b0\uc218\ud55c \uace0\uac1d \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c1\ud5a5 \ud310\ub9e4\ub97c \uc720\ub3c4\ud558\ub294 \uac83\uc740 \uace0\uac1d\uc758 \ub098\uba38\uc9c0 \uac00\uc871\uc774\ub098 \uce5c\uad6c\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc18c\uac1c\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\ud654, \uc774\uba54\uc77c, SMS, WhatsApp \ub610\ub294 \ud22c\uc790\uc790 \ud50c\ub7ab\ud3fc\uc5d0 \ub530\ub77c \ube44\uc988\ub2c8\uc2a4 \uc6b0\uc120\uc21c\uc704\uac00 \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc73c\ubbc0\ub85c \uace0\uac1d\uacfc\uc758 \uad00\uacc4\ub3c4 \ud310\ub3c4\ub97c \ubc14\uafc0 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud22c\uc790\uc790\uc758 \uc790\uc0b0\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131\uc744 \uc644\ubcbd\ud558\uac8c \ucda9\uc871\ud558\ub824\uba74 \ud22c\uc790\uc790\uc758 \uae30\ub300\uce58\ub97c \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-common-pitfalls-in-implementing-crm-external-asset-management\">4. CRM \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac \uad6c\ud604\uc758 \uc77c\ubc18\uc801\uc778 \ud568\uc815 4.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc124\uce58\ud560 \ub54c \ud56d\uc0c1 \uba87 \uac00\uc9c0 \ud568\uc815\uc774 \uc788\uc2b5\ub2c8\ub2e4. CRM \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\ub97c \uad6c\ud604\ud560 \ub54c \ud754\ud788 \ubc1c\uc0dd\ud558\ub294 \ud568\uc815\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \uac00\uce58 \uc81c\uc548: \uace0\uac1d\uc774 \ud22c\uc790 \ub300\ube44 \ubb34\uc5c7\uc744 \uc5bb\uc744 \uc218 \uc788\ub294\uc9c0 \uba85\ud655\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \ud68c\uc0ac\uac00 \uace0\uac1d\uc5d0\uac8c \uc9c0\uc18d\uc801\uc778 \uad00\ub9ac \ube44\uc6a9\uacfc \uc218\uc218\ub8cc\ub97c \uc81c\ub300\ub85c \uc804\ub2ec\ud558\uc9c0 \uc54a\uc544 \uc124\uce58 \ud6c4 \uc6d4\ubcc4 \uc694\uae08\uc5d0 \ub180\ub77c\uac8c \ub418\ub294 \uacbd\uc6b0\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- CRM \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\ub294 \uc774\uc810\uc744 \uadf9\ub300\ud654\ud558\uae30 \uc704\ud574 \ub0b4\ubd80 \uc9c1\uc6d0\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \uad50\uc721\uc774 \ud544\uc694\ud55c \ubcf5\uc7a1\ud55c \uc194\ub8e8\uc158\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3d9\uc601\uc0c1, \uc6f9\uc0ac\uc774\ud2b8 \ud5ec\ud504 \ub370\uc2a4\ud06c, PDF \ubb38\uc11c \ub4f1 \ub2e4\uc591\ud55c \uc9c0\uc6d0\uc744 \ud1b5\ud574 \uc601\uc5c5, \uc5b4\ub4dc\ubc14\uc774\uc800, \ud22c\uc790 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc744 \uc548\ub0b4\ud558\ub294 \uc644\ubcbd\ud55c \uc548\ub0b4\uc11c\ub97c \ucc3e\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\ub8e8\ud55c \uc791\uc5c5\uc744 \uc790\ub3d9\ud654\ud558\uc5ec \uc5c5\ubb34\ub97c \uc218\ud589\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-tips-for-successful-implementation-of-crm-external-asset-management-nbsp-and-managing-customer-data\">5. CRM \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac \ubc0f \uace0\uac1d \ub370\uc774\ud130 \uad00\ub9ac\uc758 \uc131\uacf5\uc801\uc778 \uad6c\ud604\uc744 \uc704\ud55c \ud301<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab \ubc88\uc9f8\ub294 \ubaa8\ub4e0 \uc0ac\ub78c\uc5d0\uac8c CRM \uc561\uc138\uc2a4 \uad8c\ud55c\uc744 \ubd80\uc5ec\ud558\ub294 \uac83\uc774\uace0, \ub2e4\ub978 \ud558\ub098\ub294 \ud50c\ub7ab\ud3fc\uc774 \uc2e4\uc81c\ub85c \uc124\uc815\ub420 \ub54c\uae4c\uc9c0 \uae30\ub2e4\ub838\ub2e4\uac00 \ubaa8\ub4e0 \ub3d9\ub8cc\uc5d0\uac8c \uc561\uc138\uc2a4 \uad8c\ud55c\uc744 \ubd80\uc5ec\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3c4\uad6c\uc5d0 \ub300\ud55c \ub3d9\ub8cc\ub4e4\uc758 \uad00\uc2ec\uc744 \ub192\uc774\ub294 \uac83\uc740 \uad6c\ud604 \uc131\uacf5\uc758 \uac00\uc7a5 \uc911\uc694\ud55c \ubd80\ubd84 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \uac00\ub2a5\ud55c \ud55c \ube68\ub9ac \uace0\uac1d\uc758 \ub370\uc774\ud130\ub97c \ud50c\ub7ab\ud3fc\uc73c\ub85c \uac00\uc838\uc640\uc57c \ud569\ub2c8\ub2e4. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc989\uc2dc \ud300\uc774 \uc775\uc219\ud55c \ub3c4\uad6c\ub97c \ucc3e\uc544\uc57c \ud569\ub2c8\ub2e4. \uc774\uc804\uc5d0\ub294 Salesforce \ub610\ub294 Microsoft Dynamics\ub97c \uc0ac\uc6a9\ud588\ub2e4\uba74 \uc774\uc81c \ub9c8\uc9c0\ub9c9\uc73c\ub85c \ubcc0\uacbd\ud574\uc57c \ud560 \ub54c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud50c\ub7ab\ud3fc\uc5d0\uc11c \uace0\uac1d\uc744 \uad00\ub9ac\ud558\ub294 \uac83\ub3c4 \uc911\uc694\ud558\uc9c0\ub9cc, \ud22c\uc5b4 \ub0b4\uc5d0\uc11c \ub3d9\ub8cc\uc758 \uae30\ub300\uce58\uc640 \ud611\uc5c5\uc744 \uad00\ub9ac\ud558\uc5ec \uc77c\uc0c1\uc801\uc778 \uc2b5\uad00\uc744 \ubcc0\ud654\uc2dc\ud0a4\ub294 \uac83\ub3c4 \uc911\uc694\ud569\ub2c8\ub2e4. \uc5f0\ub77d\ucc98 \ubcf4\uace0\uc11c \ub178\ud2b8\uc640 \uc5ed\ud560 \uc124\uc815\uc740 \uc774\ub7ec\ud55c \uc2b5\uad00\uc758 \uae30\ubcf8 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \ub9c8\ucf13 \ud398\uc774\uc9c0\uc5d0\uc11c \uc790\uc0b0\uacfc \ud380\ub4dc\ub97c \uc2dc\uac01\ud654\ud558\uace0 \ub370\uc774\ud130\ub85c \ud544\ud130\ub9c1\ud55c \ub2e4\uc74c \ube0c\ub79c\ub4dc PDF\ub97c \uac8c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 5\ubd84 \uc774\ub0b4\uc5d0 \uc131\uacfc \uc2dc\ud2b8\ub97c \uc81c\uc791\ud558\uace0 \uacf5\uc720\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc791\uc740 \ucf58\ud150\uce20 \uac8c\uc2dc\uc790\ub294 \uc989\uc2dc \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"631\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha-1024x631.jpg\" alt=\"\uc721\uc0c1 \uacbd\uae30\uc7a5\uc5d0\uc11c \ub2ec\ub9ac\ub294 \ub0a8\uc131 \uadf8\ub8f9\" class=\"wp-image-29684\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha-1024x631.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha-300x185.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha-768x473.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha-1536x947.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-6-what-modern-eam-need-for-marketing-campaigns-and-attract-dynamic-wealth-managers\">6. \ub9c8\ucf00\ud305 \ucea0\ud398\uc778\uacfc \uc5ed\ub3d9\uc801\uc778 \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc720\uce58\ud558\uae30 \uc704\ud574 \ud604\ub300\uc758 EAM\uc5d0 \ud544\uc694\ud55c \uc694\uc18c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ed\ub3d9\uc801\uc778 \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc720\uce58\ud558\ub824\uba74 \ub9c8\ucf00\ud305 \ub3c4\uad6c, \ubc30\ud3ec \ud50c\ub7ab\ud3fc, \ucd5c\uc2e0 \uc194\ub8e8\uc158\uc744 \uc0ac\uc6a9\ud574\uc57c \ud569\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ec%9e%90%eb%8f%99%ed%99%94-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\uc778\uacf5 \uc9c0\ub2a5\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"312\">\uc778\uacf5 \uc9c0\ub2a5<\/a>. \uc5b8\uc820\uac00\ub294 \ube44\uc988\ub2c8\uc2a4\ub97c \ub2e4\uc74c\uacfc \uac19\uc774 \ubc14\uafc0 \uc218 \uc788\ub294 \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud574\uc57c \ud569\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/%ec%82%ac%ec%8a%a4-%ed%95%80%ed%85%8c%ed%81%ac-%eb%b1%85%ed%82%b9-%ed%94%8c%eb%9e%ab%ed%8f%bc\/\">\ub124\uc624\ubc45\ud06c<\/a> \ub610\ub294 <a href=\"https:\/\/www.investglass.com\/ko\/%eb%a1%9c%eb%b3%b4-%ec%96%b4%eb%93%9c%eb%b0%94%ec%9d%b4%ec%a0%80%eb%a6%ac-%ed%88%b4%ec%9d%b4-%ec%88%98%ec%88%98%eb%a3%8c-%ed%8f%ad%eb%9d%bd%ec%9d%b4-%ec%95%84%eb%8b%8c-%ec%88%98%ec%88%98%eb%a3%8c\/\">\ub85c\ubcf4 \uc5b4\ub4dc\ubc14\uc774\uc800<\/a>!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud50c\ub7ab\ud3fc\uc740 \ub9e4\uc6b0 \uc27d\uac8c \ud615\uc2dd\uc744 \ubcc0\uacbd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9e4\uc218 \uce21\uc5d0 \uacc4\uc2e0\uac00\uc694, \ub9e4\ub3c4 \uce21\uc5d0 \uacc4\uc2e0\uac00\uc694? \ub354 \ub9ce\uc740 \uc678\ubd80 \uc790\uc0b0\uc6b4\uc6a9\uc0ac\uac00 \ubcf8\uaca9\uc801\uc778 \uc790\uc0b0\uc6b4\uc6a9\uc0ac\uac00 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \uadf8\ub4e4\uc774 \uc790\uccb4 \ubaa8\ub378\uacfc \ud380\ub4dc\ub97c \uad6c\ucd95\ud558\uace0 \uc788\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \ub355\ubd84\uc5d0 <a href=\"https:\/\/www.investglass.com\/ko\/%eb%b6%80%eb%8f%99%ec%82%b0-%ed%88%ac%ec%9e%90%ec%9e%90%eb%a5%bc-%ec%9c%84%ed%95%9c-crm\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1346\">\uc778\uc0ac\uc774\ud2b8\uc640 \uc644\uc804\ud55c \ud22c\uc790\uc790\ub97c \uc218\uc9d1\ud558\ub294 CRM<\/a> \ubcf4\uae30.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc740 \ubc30\ud3ec \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ube0c\ub79c\ub4dc \uc6f9\uc0ac\uc774\ud2b8\uc5d0 \uc561\uc138\uc2a4\ud558\uac8c \ub429\ub2c8\ub2e4. \uc774 \uc6f9\uc0ac\uc774\ud2b8\uc5d0\uc11c\ub294 \ub3d9\uc601\uc0c1, \ud300 \uc0ac\uc9c4, \uc601\uc5c5 \ucc45\uc784\uc790 \uc9c1\uc811 \uce98\ub9b0\ub354, \uc7ac\ubb34 \uc870\uc0ac \ubc0f \uace0\uac1d \uacc4\uc815 \uc815\ubcf4\uc640 \uac19\uc740 \uace0\uc720\ud55c \uae30\ub2a5\uc744 \ucc3e\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \uace0\uac1d\uc774 \uc5b8\uc81c\ub4e0\uc9c0 \ud50c\ub7ab\ud3fc \uc815\ubcf4\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uace0\uac1d \ucda9\uc131\ub3c4\uc640 \uc2e0\ub8b0\ub3c4\uac00 \ud5a5\uc0c1\ub429\ub2c8\ub2e4. \ud0c0\uc0ac \ucfe0\ud0a4\ub294 \uace0\uac1d\uc758 \ubc29\ubb38\uc744 \ucd94\uc801\ud560 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uc774 \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud574 \uace0\uac1d\uc740 \uc548\uc804\ud55c 2\ub2e8\uacc4 \uc11c\uba85 \uc194\ub8e8\uc158\uc73c\ub85c \ud22c\uc790 \uad8c\uc720\ub97c \uc218\ub77d\ud558\uac70\ub098 \uac70\ubd80\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/2025%eb%85%84-%eb%94%94%ec%a7%80%ed%84%b8-%eb%b1%85%ed%82%b9%ec%9d%98-7%ea%b0%80%ec%a7%80-%ec%9d%b4%ec%a0%90\/\">\ub514\uc9c0\ud138 \uc11c\uba85, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f \ub514\uc9c0\ud138 \ubc45\ud0b9<\/a> \ub294 \uc5ec\ub7ec\ubd84\uacfc \ud568\uaed8 \uc758\uacac\uc744 \ub098\ub204\uace0 \uc2f6\uc740 \uc8fc\uc81c\uc785\ub2c8\ub2e4!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa-1024x683.jpg\" alt=\"\uac80\uc740\uc0c9 \uc548\ub4dc\ub85c\uc774\ub4dc \uc2a4\ub9c8\ud2b8\ud3f0\" class=\"wp-image-29685\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \uaddc\uc815\uc5d0 \ub530\ub77c \ud65c\ub3d9 \uac00\uc2dc\uc131\uc740 \uac01 \uc18c\uc720\uc790\uac00 \uc11c\uba85\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\uc81c \uace0\uac1d\uacfc \uc601\uc5c5\uc774 \uc6f9\uc0ac\uc774\ud2b8\ub97c \ud1b5\ud574 \ud611\uc5c5\ud560 \uc218 \uc788\ub294 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\ub294 \uac83\uc740 \ud544\uc218\uc785\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc790\uc0b0 \uc120\ud638\ub3c4\uc5d0 \ub530\ub77c \ub9c8\ucf13 \ud398\uc774\uc9c0\ub97c \uac80\uc0c9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud544\ud130\ub9c1 \uc2dc\uc2a4\ud15c\uc740 EAM\uc774 \uc7a5\uae30\uc801\uc778 \uad00\uacc4\uc5d0 \ub3c4\ub2ec\ud558\uae30 \uc704\ud55c \uc644\ubcbd\ud55c \uc870\ud569\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM \ub2e8\uc77c \ub808\ucf54\ub4dc \uc561\uc138\uc2a4\ub97c \uc0ac\uc6a9\ud558\uba74 \ucd9c\uc7a5 \uc694\uccad \ubaa8\ub4dc\ub97c \uc124\uc815\ud558\uc5ec \uc0ac\uc6a9\uc790\uac00 \ucd9c\uc7a5\uc744 \uc704\ud574 \uc0ac\ubb34\uc2e4\uc744 \ub5a0\ub0a0 \ub54c \uace0\uac1d \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc561\uc138\uc2a4\ub97c \uc81c\ud55c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc6a9\uc790\ub294 \ucf58\ud150\uce20 \uae30\ubc18\uc758 \uad6d\uacbd \uac04 \uae30\uc900\ub9cc \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM\uc758 \uc774 \ubd80\ubd84\uc740 \uace0\uae09 \uc0ac\uc6a9\uc790\ub97c \uc704\ud574 \ub9cc\ub4e4\uc5b4\uc84c\uc9c0\ub9cc \uc77c\ub2e8 \ub9c8\uc2a4\ud130\ud558\uba74 \ube44\uc988\ub2c8\uc2a4\ub97c \ud604\ub300\uc801\uc778 \uba40\ud2f0 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4 \uac15\uc790\ub85c \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud64d\ucf69\uc5d0\uc11c \ud30c\ub098\ub9c8\uae4c\uc9c0, \ub7f0\ub358, \ud30c\ub9ac, \uc2a4\uc704\uc2a4\uc5d0\uc11c \uac15\ub825\ud55c \uc785\uc9c0\ub97c \uad6c\ucd95\ud558\uace0 \uc788\ub294 InvestGlass\ub97c \ud1b5\ud574 EAM \ud300 \ud611\uc5c5\uacfc \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0ac \uc218 \uc788\ub294 \uc644\ubcbd\ud558\uace0 \uc548\uc804\ud55c \uc194\ub8e8\uc158\uc744 \ucc3e\uc744 \uc218 \uc788\uc744 \uac83\uc774\ub77c \ud655\uc2e0\ud569\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Implementing an effective Customer Relationship Management (CRM) system is crucial for external asset management firms aiming to optimize marketing budgets and enhance client relationships.\u00a0Companies that invest in CRM systems can expect a substantial return on investment (ROI), with studies indicating an average ROI of $8.71 for every dollar spent. Moreover, businesses utilizing CRM systems have [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29682,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[416],"class_list":["post-29681","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-asset-managers"],"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>Setup your CRM for External Asset Managers<\/title>\n<meta name=\"description\" content=\"5 Step to Successfully Setup your CRM for External Asset Managers\" \/>\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\/\uc678\ubd80-\uc790\uc0b0-\uad00\ub9ac\uc790\ub97c-\uc704\ud55c-crm\uc744-\uc131\uacf5\uc801\uc73c\ub85c-\uc124\uc815\ud558\uae30-\uc704\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Steps to Successfully Setup your CRM for External Asset Managers\" \/>\n<meta property=\"og:description\" content=\"Implementing an effective Customer Relationship Management (CRM) system is crucial for external asset management firms aiming to optimize marketing\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/\uc678\ubd80-\uc790\uc0b0-\uad00\ub9ac\uc790\ub97c-\uc704\ud55c-crm\uc744-\uc131\uacf5\uc801\uc73c\ub85c-\uc124\uc815\ud558\uae30-\uc704\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-29T07:01:29+00:00\" \/>\n<meta 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