{"id":36495,"date":"2023-03-27T21:37:39","date_gmt":"2023-03-27T19:37:39","guid":{"rendered":"https:\/\/www.investglass.com\/?p=36495"},"modified":"2025-03-19T09:12:25","modified_gmt":"2025-03-19T08:12:25","slug":"%ec%9d%b8%eb%b2%a0%ec%8a%a4%ed%84%b0%ea%b8%80%eb%9e%98%ec%8a%a4-%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac-%ec%86%8c%ed%94%84%ed%8a%b8%ec%9b%a8%ec%96%b4%ec%9a%a9-%ec%bd%94","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/investglass-announces-copilot-ai-gpt-for-portfolio-management-software-to-transform-every-investor-experience-with-generative-ai\/","title":{"rendered":"\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4, \ucf54\ud30c\uc77c\ub7ff AI GPT \ubc1c\ud45c"},"content":{"rendered":"

\uc778\ubca0\uc2a4\ud130\uae00\ub798\uc2a4, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc6a9 \ucf54\ud30c\uc77c\ub7ff AI GPT \ubc1c\ud45c\ub85c \ubaa8\ub4e0 \ud22c\uc790\uc790 \uacbd\ud5d8 \ud601\uc2e0<\/strong><\/p>\n\n\n\n

InvestGlass\ub294 \ucd5c\uc2e0 \ud601\uc2e0\uc73c\ub85c \uc7ac\ubb34 \uad00\ub9ac\ub97c \ubcc0\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4:\u00a0AI \uae30\ubc18 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/strong>. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uace0\uae09 \uc778\uacf5 \uc9c0\ub2a5\uc744 \ud1b5\ud569\ud558\uc5ec \ud22c\uc790\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud6a8\uc728\uc801\uc774\uace0 \ud6a8\uacfc\uc801\uc73c\ub85c \uad00\ub9ac\ud558\ub294 \uc7ac\ubb34 \uace0\ubb38\uc758 \ub2a5\ub825\uc744 \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc2a4\uc704\uc2a4\uc758 \uc120\ub3c4\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f CRM \uc194\ub8e8\uc158 \uc81c\uacf5\uc5c5\uccb4\uc778 nvestGlass\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uae30\ub2a5\uc744 \ucd9c\uc2dc\ud558\uac8c \ub418\uc5b4 \uc790\ub791\uc2a4\ub7fd\uac8c \ubc1c\ud45c\ud569\ub2c8\ub2e4, \ucf54\ud30c\uc77c\ub7ff AI GPT<\/strong>. \uc774 \ud601\uc2e0\uc801\uc778 \ub3c4\uad6c\ub294 \uc0dd\uc131 AI \uae30\uc220\uc744 \ud65c\uc6a9\ud558\uc5ec \uc601\uc5c5 \uc804\ubb38\uac00\uc640 \uc740\ud589\uac00\uac00 \ud22c\uc790\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc640 \uc0c1\ud638 \uc791\uc6a9\ud558\ub294 \ubc29\uc2dd\uc744 \ud601\uc2e0\ud569\ub2c8\ub2e4. Copilot AI GPT\ub97c \ud1b5\ud569\ud568\uc73c\ub85c\uc368 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud22c\uc790\ub97c \uc6d0\ud65c\ud558\uac8c \ucd5c\uc801\ud654\ud558\uace0 \ud22c\uc790\uc790 \uad00\uacc4\ub97c \uac15\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucd5c\uadfc \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc5d0 AI\ub97c \ud65c\uc6a9\ud558\ub294 \uae30\uc5c5\uc740 \uc0c1\ub2f9\ud55c \uc0dd\uc0b0\uc131 \ud5a5\uc0c1\uc744 \uacbd\ud5d8\ud558\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \ub51c\ub85c\uc774\ud2b8\ub294 2024\ub144\uae4c\uc9c0 \uc0dd\uc131 AI\uc5d0 \ub300\ud55c \uae30\uc5c5\uc758 \uc9c0\ucd9c\uc774 301\uc870 3,000\uc5b5 \ub2ec\ub7ec\uae4c\uc9c0 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud588\ub294\ub370, \uc774\ub294 \ube44\uc988\ub2c8\uc2a4 \uc6b4\uc601\uc744 \uac1c\uc120\ud558\ub294 \ub370 \uc788\uc5b4 \uc774 \uae30\uc220\uc758 \uc5ed\ud560\uc774 \ud655\ub300\ub418\uace0 \uc788\uc74c\uc744 \ubc18\uc601\ud558\ub294 \uac83\uc785\ub2c8\ub2e4(\ub51c\ub85c\uc774\ud2b8 \uc778\uc0ac\uc774\ud2b8<\/a>).<\/p>\n\n\n

\n
\"InvestGlass
InvestGlass \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4 <\/figcaption><\/figure>\n<\/div>\n\n\n

\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uc758 Copilot AI GPT\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ud601\uc2e0\uc801\uc778 \ud601\uc2e0\uc73c\ub85c, CRM\uacfc \ub192\uc740 \uc218\uc900\uc758 \uc778\uacf5 \uc9c0\ub2a5<\/a> \uae30\uc220\uc744 \uc9c1\uad00\uc801\uc778 \uc0ac\uc6a9\uc790 \uacbd\ud5d8\uacfc \uacb0\ud569\ud558\uc5ec \uc740\ud589\uac00\uc640 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d\uacfc \uc18c\ud1b5\ud560 \uc218 \uc788\ub294 \ud0c1\uc6d4\ud55c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc0dd\uc131 AI \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\uc5ec \uac01 \uac1c\ubcc4 \ud22c\uc790\uc790\uc758 \ud544\uc694\uc5d0 \ub9de\ub294 \uac1c\uc778\ud654\ub41c \ud22c\uc790 \ucd94\ucc9c\uc744 \uac1c\ubc1c\ud558\uace0 \uc81c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ud30c\uc77c\ub7ff AI GPT\ub294 \ub9e4\uc6b0 \uc815\ud655\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc804\ub7b5\uacfc \uc870\uc5b8\uc744 \uc81c\uacf5\ud558\uc5ec \ud22c\uc790\uc790\uac00 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9b4 \ub54c \uc6b0\uc704\ub97c \uc810\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uadf8\ub9ac\uace0 PMS<\/a> \ud50c\ub7ab\ud3fc\uc740 \uc2dc\uc7a5 \uc0c1\ud669\uc758 \ubcc0\ud654\ub97c \uac10\uc9c0\ud558\uace0 \uc7a0\uc7ac\uc801 \uc704\ud5d8\uc774\ub098 \uae30\ud68c\ub97c \uc54c\ub824\uc8fc\uc5b4 \uc0ac\uc6a9\uc790\uac00 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub300\ud55c \ucd5c\uc2e0 \uc815\ubcf4\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. InvestGlass Copilot AI GPT\ub294 \uc740\ud589\uac00\uc640 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ub354 \ub0ae\uc740 \ube44\uc6a9\uc73c\ub85c \ud22c\uc790 \uad8c\uc720\ub97c \uc0dd\uc131\ud558\uace0 \uc720\ub2c8\ubc84\uc2a4 \ubaa9\ub85d, \ud22c\uc790 \ud14c\ub9c8, \uc801\ud569\uc131, \uc801\uc808\uc131 \ub4f1 \ud22c\uc790\uc790 \ubcf4\ud638 \uaddc\uce59\uc744 \uc900\uc218\ud560 \uc218 \uc788\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uacac\uc801 CEO:<\/strong><\/p>\n\n\n\n

\uc54c\ub809\uc0b0\ub4dc\ub974 \uae38\ub77c\ub4dc: \u201c\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \ucc3d\ub9bd 9\uc8fc\ub144\uc744 \ub9de\uc774\ud558\uc5ec \uace0\uac1d\ub4e4\uc5d0\uac8c Copilot AI GPT\ub77c\ub294 \ub180\ub77c\uc6b4 \uc120\ubb3c\uc744 \uc900\ube44\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ub3c4\uad6c\ub294 \uc0ac\uc6a9\uc790 \ucc38\uc5ec\ub3c4\ub97c \ub192\uc774\uace0 \uace0\uac1d\uc774 \ubcf4\ub2e4 \uc815\ud655\ud558\uace0 \uc9c1\uad00\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc29\uc2dd\uc744 \uc990\uae38 \uc218 \uc788\uac8c \ud574\uc904 \uac83\uc785\ub2c8\ub2e4. \uc774 \uae30\ub2a5\uc740 9\ub144 \ub3d9\uc548 \uc5c5\uacc4\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uba74\uc11c \uac1c\ubc1c\ud55c \uac00\uc7a5 \ud601\uc2e0\uc801\uc774\uace0 \uc740\ud589\uc5d0 \uac15\ub825\ud55c AI \uae30\ubc18 \uae30\uc220 \uc911 \ud558\ub098\uc774\uae30 \ub54c\ubb38\uc5d0 \ucd9c\uc2dc\ud558\uac8c \ub418\uc5b4 \ub9e4\uc6b0 \uae30\uc069\ub2c8\ub2e4. \uae08\uc735 \uc804\ubb38\uac00\uac00 InvestGlass \uc5c6\uc774 \ud558\ub8e8\uc5d0 10\uac1c\uc758 \uc81c\uc548\uc744 \uc0dd\uc131\ud558\uace0 InvestGlass\ub97c \uc0ac\uc6a9\ud558\uba74 100\uac1c\uc758 \uc81c\uc548\uc744 \uc0dd\uc131\ud560 \uc218 \uc788\uc5c8\ub2e4\uba74, \uc774\uc81c \uc774 \uc0c8\ub85c\uc6b4 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uba74 \ud558\ub8e8\uc5d0 \ucd5c\ub300 1000\uac1c\uc758 \uc81c\uc548\uc744 \ud478\uc2dc\ud560 \uc218 \uc788\uc744 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4!<\/p>\n\n\n\n

\uae30\uc220 \ucee8\ud14d\uc2a4\ud2b8:<\/strong> <\/p>\n\n\n\n

InvestGlass \ud22c\uc790 \ub3c4\uad6c\ub294 \uc801\ud569\uc131 \ubc0f \uc801\uc808\uc131 \uc5d4\uc9c4\uc758 \ubaa8\ub4e0 \uae30\ub2a5\uc744 \ud65c\uc6a9\ud558\uc5ec \uc9c0\ub2a5\uc801\uc774\uace0 \uc790\ub3d9\ud654\ub41c \uc2e4\uc2dc\uac04 \uac1c\uc778\ud654 \uacbd\ud5d8\uc744 \ub300\uaddc\ubaa8\ub85c \uc81c\uacf5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ud6a8\uc728\uc131, \uc0dd\uc0b0\uc131, \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud569\ub2c8\ub2e4. InvestGlass \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c\ub294 \uc720\ub7fd\uacfc \uc911\ub3d9\uc758 \ud2f0\uc5b4 1 \ubc0f \ud2f0\uc5b4 2 \uc740\ud589\uc5d0\uc11c \uc0ac\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ub3c4\uad6c\uc758 PMS\ub294 \uac15\ub825\ud558\uace0 \ub300\uaddc\ubaa8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub3c4\ub85d \ud655\uc7a5 \uac00\ub2a5\ud558\uba70, \uace0\uae09 \uc790\ub3d9\ud654 \uae30\ub2a5\uc744 \ud1b5\ud574 \uc218\uc791\uc5c5\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc5c4\uaca9\ud55c \uaddc\uce59 \uae30\ubc18 \uaddc\uce59\uacfc \uac10\ub3c5 \uc9c0\uce68 \ubc0f \uac15\ud654 \ud559\uc2b5 \uba54\ucee4\ub2c8\uc998\uc744 \uacb0\ud569\ud558\uc5ec \uc608\uce21\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4. \ub610\ud55c \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uc758\uc0ac\uacb0\uc815\uc744 \uc704\ud574 \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc778 \ub300\uc2dc\ubcf4\ub4dc\uc640 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uac00\ub2a5\ud55c \uc704\uc82f(\uc790\ubb38\ud300\uc744 \uc704\ud55c \uc2a4\uc640\ud37c, \ube0c\ub85c\ucee4\ub97c \uc704\ud55c \uc9c1\uc811 \uac70\ub798 \ub3c4\uad6c)\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc810\uc744 \uace0\ub824\ud560 \ub54c \uc774\ubbf8 \uc778\uc0c1\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc5d0 Copilot AI GPT\ub97c \ucd94\uac00\ud55c \uac83\uc740 \ub180\ub77c\uc6b4 \uc77c\uc774 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n

\uac04\ub2e8\ud55c \uc0ac\uc2e4:<\/strong><\/p>\n\n\n\n

\ucd5c\uadfc 1,000\uba85 \uc774\uc0c1\uc758 \uace0\uc704 IT \ub9ac\ub354\ub97c \ub300\uc0c1\uc73c\ub85c \uc2e4\uc2dc\ud55c \uc124\ubb38\uc870\uc0ac\uc5d0 \ub530\ub974\uba74 \ub300\ub2e4\uc218\uac00 \uc81c\ub108\ub808\uc774\ud2f0\ube0c AI\uac00 \u2018\uac8c\uc784 \uccb4\uc778\uc800'\ub77c\uace0 \uc0dd\uac01\ud558\uba70, 85%\uac00 \uace0\uac1d\uc5d0\uac8c \ub354 \ub098\uc740 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uac83\uc774\ub77c\uace0 \ub2f5\ud588\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n

\uc138\uacc4 \ucd5c\ucd08\uc758 \uc81c\ub108\ub808\uc774\ud2f0\ube0c AI CRM \ud540\ud14c\ud06c\uc778 \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4 \ucf54\ud30c\uc77c\ub7ff AI GPT\ub294 \ubaa8\ub4e0 \uc601\uc5c5, \uc740\ud589 \uc5c5\ubb34\uc5d0 \uac78\uccd0 AI\uac00 \uc81c\uc791\ud55c \ucf58\ud150\uce20\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4, \ub9c8\ucf00\ud305<\/a>, \ub97c \ud558\uc774\ud37c \uc2a4\ucf00\uc77c\ub85c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \ub9c8\ucf00\ud305, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub4f1 \uc81c\ud488 \ub77c\uc778 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc774 \uae30\uc220\uc744 \ud1b5\ud569\ud558\uc5ec \ubaa8\ub4e0 \uace0\uac1d\uacfc \ud22c\uc790\uc790\uc758 \uacbd\ud5d8\uc744 \uc81c\ub108\ub808\uc774\ud2f0\ube0c AI\ub85c \ud601\uc2e0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"

InvestGlass Announces Copilot AI GPT for Portfolio Management Software to Transform Every Investor Experience with Generative AI InvestGlass is transforming financial management with its latest innovation:\u00a0AI-powered portfolio management. By integrating advanced artificial intelligence, the platform significantly enhances financial advisors’ ability to manage investor portfolios efficiently and effectively. nvestGlass, a leading Swiss provider of portfolio management […]<\/p>\n","protected":false},"author":1,"featured_media":36496,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[419],"class_list":["post-36495","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-chat-gpt-for-banking"],"yoast_head":"\nInvestGlass Announces Copilot AI GPT | InvestGlass<\/title>\n<meta name=\"description\" content=\"Discover InvestGlass's Copilot AI GPT to revolutionize portfolio management with advanced AI technology for smarter investments\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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