{"id":38346,"date":"2023-11-03T20:56:22","date_gmt":"2023-11-03T19:56:22","guid":{"rendered":"https:\/\/www.investglass.com\/?p=38346"},"modified":"2026-04-17T14:07:34","modified_gmt":"2026-04-17T12:07:34","slug":"%ea%b8%88%ec%9c%b5-%ea%b3%a0%ea%b0%9d-%ec%b0%b8%ec%97%ac%ec%9d%98-clm-%eb%8c%80-crm","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/clm-vs-crm-in-financial-client-engagement\/","title":{"rendered":"\uae08\uc735 \uace0\uac1d \uc778\uac8c\uc774\uc9c0\uba3c\ud2b8\uc758 CLM\uacfc CRM \ube44\uad50"},"content":{"rendered":"

\uae08\uc735 \ubd80\ubb38\uc5d0\uc11c\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \ucc28\uc774\uc810\uc744 \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4.\u00a0\uace0\uac1d \uad00\uacc4 \uad00\ub9ac(CRM)<\/strong>\u00a0\uadf8\ub9ac\uace0\u00a0\ud074\ub77c\uc774\uc5b8\ud2b8 \uc218\uba85 \uc8fc\uae30 \uad00\ub9ac(CLM)<\/strong>\u00a0\ub294 \uace0\uac1d \ucc38\uc5ec\ub97c \ucd5c\uc801\ud654\ud558\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \ub450 \uc2dc\uc2a4\ud15c \ubaa8\ub450 \uace0\uac1d \uad00\uacc4\ub97c \uac1c\uc120\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uc9c0\ub9cc \uc11c\ub85c \ub2e4\ub978 \uae30\ub2a5\uc744 \uc218\ud589\ud569\ub2c8\ub2e4.\u00a0CRM \uc2dc\uc2a4\ud15c<\/strong>\u00a0\ub294 \uc8fc\ub85c \uace0\uac1d \ub370\uc774\ud130\uc640 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ucc98\ub9ac\ud558\ub294 \uc0c1\ud638\uc791\uc6a9 \uad00\ub9ac\uc640 \uad00\uacc4 \uc720\uc9c0\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc774\uc640\ub294 \ub300\uc870\uc801\uc73c\ub85c,\u00a0CLM \uc2dc\uc2a4\ud15c<\/strong>\u00a0\uc804\uccb4 \uace0\uac1d \uc5ec\uc815\uc744 \uac10\ub3c5\ud569\ub2c8\ub2e4,<\/a> \ucd5c\ucd08 \uc811\ucd09\ubd80\ud130 \uc628\ubcf4\ub529, \uc9c0\uc18d\uc801\uc778 \uc11c\ube44\uc2a4\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uae08\uc735 \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM\uacfc CLM\uc744 \ubaa8\ub450 \ud1b5\ud569\ud558\uba74 \ud6a8\uc728\uc131\uc774 \ud5a5\uc0c1\ub418\uace0 \uace0\uac1d \uc628\ubcf4\ub529\uc774 \ube68\ub77c\uc9c0\uba70 \uace0\uac1d \uad00\uacc4\uac00 \uac15\ud654\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\u00a0<\/p>\n\n\n\n

\uc18c\uac1c<\/strong><\/h2>\n\n\n\n

\uae08\uc735 \uc11c\ube44\uc2a4 \uc601\uc5ed\uc5d0\uc11c\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \ub17c\uc7c1\uc774 \ubc8c\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud074\ub77c\uc774\uc5b8\ud2b8 \uc218\uba85 \uc8fc\uae30 \uad00\ub9ac(CLM)<\/a> \uadf8\ub9ac\uace0 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac(CRM)\ub294 \ub2e8\uc21c\ud55c \uc57d\uc5b4 \uc2f8\uc6c0\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc774 \ub450 \uc2dc\uc2a4\ud15c\uc740 \uace0\uac1d \ucc38\uc5ec\uc5d0\uc11c \uace0\uc720\ud55c \uc5ed\ud560\uc744 \uc218\ud589\ud558\ub294 \ubcc4\uac1c\uc758 \uc2dc\uc2a4\ud15c\uc785\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc774 \ub370\uc774\ud130 \uae30\ubc18 \uc804\ub7b5\uc744 \ucc44\ud0dd\ud568\uc5d0 \ub530\ub77c CRM\uacfc CLM\uc758 \ud1b5\ud569\uc740 \uace0\uac1d \ucc38\uc5ec\uc640 \uaddc\uc815 \uc900\uc218 \uac04\uc758 \uade0\ud615\uc744 \ub9de\ucd9c \uc218 \uc788\ub294 \uac15\ub825\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

CRM \uacf5\uac1c<\/strong><\/h2>\n\n\n\n

CRM\uc740 \ud55c\ub54c \uc601\uc5c5\ud300\uc744 \uc704\ud55c \uace0\uae09 \ud30c\uc77c \uce90\ube44\ub2db\uc774\uc5c8\uc9c0\ub9cc \uc774\uc81c\ub294 \uc9c4\ud654\ud588\uc2b5\ub2c8\ub2e4. \ud575\uc2ec \ubaa9\ud45c\uc778 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\ub294 \uadf8\ub300\ub85c \uc720\uc9c0\ub418\uc9c0\ub9cc, \uae30\ub2a5\uc740 \ub354\uc6b1 \ud655\uc7a5\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc624\ub298\ub0a0 CRM \uc2dc\uc2a4\ud15c\uc740 \ub2e8\uc21c\ud55c \ub370\uc774\ud130 \uad00\ub9ac\ub97c \ub118\uc5b4, \uae08\uc735 \uc790\ubb38\uac00\uc5d0\uc11c \uc784\uc6d0\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ub2e4\uc591\ud55c \uc9c1\ubb34\uc5d0 \ub9de\ucdb0 \ubcf5\uc7a1\ud55c \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc640 \uc790\ub3d9\ud654\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n

\n
\"\uc2a4\uc704\uc2a4
\uc2a4\uc704\uc2a4 CRM InvestGlass<\/figcaption><\/figure>\n<\/div>\n\n\n

\uc0c8\ub85c\uc6b4 \uc720\ud615\uc758 CRM<\/strong><\/p>\n\n\n\n

\ubaa8\ub358 CRM \uc2dc\uc2a4\ud15c\uc740 \uc2a4\uc704\uc2a4<\/a> \ub2e4\uc591\ud55c \uae30\ub2a5\uc758 \uce7c. \uc774\ub97c \ud1b5\ud574 \uc2ec\uce35\uc801\uc778 \uace0\uac1d \ud504\ub85c\ud544, \uac70\ub798 \ub0b4\uc5ed \ucd94\uc801, \ub370\uc774\ud130 \uae30\ubc18 \ud64d\ubcf4 \ud65c\ub3d9\uc744 \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uadf8 \ud575\uc2ec\uc740 \uc78a\uc9c0 \ub9c8\uc138\uc694, CRM\uc740 \uc758\ubbf8 \uc788\ub294 \uace0\uac1d \uad00\uacc4\ub97c \uc721\uc131\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/a>.<\/p>\n\n\n\n

CLM\uc740 \uc5b4\ub5bb\uc2b5\ub2c8\uae4c?<\/strong><\/h2>\n\n\n\n

\uc774\uc640\ub294 \ub300\uc870\uc801\uc73c\ub85c CLM\uc740 \ubcf4\ub2e4 \ubbf8\ubb18\ud55c \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uaddc\uc81c\uac00 \uc5c4\uaca9\ud558\uace0 \uace0\uac1d\uc758 \uae30\ub300\uce58\uac00 \ub192\uc740 \uae08\uc735 \ubd80\ubb38\uc5d0\uc11c \uac15\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. CLM\uc740 \uace0\uac1d\uc758 \uae08\uc735 \uc5ec\uc815\uc5d0\uc11c \uc77c\uc5b4\ub098\ub294 \ubaa8\ub4e0 \uc0c1\ud638\uc791\uc6a9\uc744 \ud3c9\uac00\ud558\ub294 \uc885\ud569\uc801\uc778 \ubd84\uc11d \ub3c4\uad6c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

CLM\uc758 \uc8fc\uc694 \uc9c0\ud45c<\/strong><\/h3>\n\n\n\n
    \n
  1. \ubc1c\uacac<\/strong>: \ud0c0\uac9f\ud305\ub41c \ucf58\ud150\uce20\ub97c \uae30\ubc18\uc73c\ub85c \ud55c \ucd08\uae30 \ucc38\uc5ec.<\/li>\n\n\n\n
  2. \uad50\uc721<\/strong>: \uace0\uac1d \ubb38\uc758\uc5d0 \ub300\ud55c \uc0c1\ub2f4 \uc194\ub8e8\uc158 \uc81c\uacf5.<\/li>\n\n\n\n
  3. \uad6c\ub9e4<\/strong>: \uace0\uac1d\uc758 \uc81c\ud488 \ub610\ub294 \uc11c\ube44\uc2a4 \uc120\ud0dd\uc744 \ub9c8\ubb34\ub9ac\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n
  4. \uad6c\ub9e4 \ud6c4<\/strong>: \uc131\uacfc \ud3c9\uac00\ub97c \uc704\ud55c \uace0\uac1d \ud53c\ub4dc\ubc31 \uc218\uc9d1.<\/li>\n\n\n\n
  5. \uc639\ud638<\/strong>: \uc18c\uc15c \ubbf8\ub514\uc5b4 \ubc0f \uae30\ud0c0 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ube0c\ub79c\ub4dc \ud64d\ubcf4\ub300\uc0ac\uac00 \ub41c \uace0\uac1d.<\/li>\n<\/ol>\n\n\n\n

    \uc804\ubb38 \uc194\ub8e8\uc158<\/strong><\/h2>\n\n\n\n

    Fenergo\uc640 \uac19\uc740 \uae30\uc5c5\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \ubd84\uc57c\uc5d0\uc11c \ud0c1\uc6d4\ud55c \uc804\ubb38 CLM \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ubc0f \uc704\ud5d8 \uad00\ub9ac<\/a> \uc644\ud654, \uae30\uc874 CRM \uc2dc\uc2a4\ud15c\uc774 \ubd80\uc871\ud560 \uc218 \uc788\ub294 \uc601\uc5ed\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

    \ucc28\uc774\uc810: CLM\uacfc CRM\uc758 \ucc28\uc774\uc810<\/strong><\/h2>\n\n\n\n

    \ub450 \uc2dc\uc2a4\ud15c \ubaa8\ub450 \ub2e4\uc74c\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uace0\uac1d \ud5a5\uc0c1<\/a> \ucda9\uc131\ub3c4 \ubc0f \uc218\uc775\uc6d0\uc5d0 \ub530\ub77c \ubc94\uc704\uc640 \uae30\ub2a5\uc774 \ub2e4\ub985\ub2c8\ub2e4. \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\uc5d0 \ud0c1\uc6d4\ud55c CRM<\/a> \ud558\uc9c0\ub9cc \uc2ec\uce35\uc801\uc778 \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc774 \ubd80\uc871\ud55c \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ubc18\uba74 CLM\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \ubcf5\uc7a1\ud55c \uaddc\uc815\uc744 \uc900\uc218\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0<\/a> (AML) \ubc0f \uace0\uac1d \ud30c\uc545(KYC).<\/p>\n\n\n\n

    CRM\uacfc CLM: \ud568\uaed8\ud558\uba74 \ub354 \uc88b\uc2b5\ub2c8\ub2e4<\/strong><\/h3>\n\n\n\n
      \n
    1. \ud6a8\uc728\uc131 \ud5a5\uc0c1<\/strong>: \ud1b5\ud569 CRM \ubc0f CLM \uc2dc\uc2a4\ud15c\uc73c\ub85c \uac04\uc18c\ud654\ub41c \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4<\/a>.<\/li>\n\n\n\n
    2. \ube60\ub978 \uc628\ubcf4\ub529<\/strong>: \ub370\uc774\ud130 \uc911\uc559 \uc9d1\uc911\ud654\ub97c \ud1b5\ud574 \ub354 \ube60\ub978 \ud074\ub77c\uc774\uc5b8\ud2b8 \uc628\ubcf4\ub529\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n
    3. \uad00\uacc4 \uad6c\ucd95<\/strong>: \uace0\uac1d \ucc38\uc5ec\uc640 \ub9cc\uc871\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<\/li>\n<\/ol>\n\n\n\n


      \uaddc\uc815 \uc900\uc218 \uc9d1\uc911 \uc0b4\ud3b4\ubcf4\uae30: CRM \ubc0f CLM\uc744 \ud1b5\ud55c AML \ubc0f KYC \ud0d0\uc0c9\ud558\uae30<\/strong><\/h2>\n\n\n\n

      \uae08\uc735 \ubd80\ubb38\uc5d0\uc11c \uc790\uae08\uc138\ud0c1\ubc29\uc9c0(AML) \ubc0f \uace0\uac1d\uc54c\uae30\uc81c\ub3c4(KYC) \ud504\ub85c\ud1a0\ucf5c\uc744 \uad00\ub9ac\ud558\ub294 \uac83\uc740 \ub9e4\uc6b0 \uae4c\ub2e4\ub85c\uc6b4 \uacfc\uc81c\uc785\ub2c8\ub2e4. AML \uac00\uc774\ub4dc\ub77c\uc778\uc744 \ucda9\uc871\ud558\ub3c4\ub85d \uc870\uc815\ub41c \uae30\uc874 CRM \ud50c\ub7ab\ud3fc\uc740 \uc5b4\ub290 \uc815\ub3c4 \uc548\uc2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c CRM \uc194\ub8e8\uc158\uc740 \uac70\ub798, \uc0c1\ud638 \uc791\uc6a9 \ubc0f \ud589\ub3d9\uacfc \uad00\ub828\ub41c \uace0\uac1d \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\ub294 \ub370 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub7ec\ud55c \uc194\ub8e8\uc158\uc740 \uc804\ubb38\ud654\ub41c CLM \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \ud1b5\ud569\ud558\uba74 \uadf8 \uae30\ub2a5\uc774 \ud06c\uac8c \uc99d\ud3ed\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n

      \n
      \"\uc628\ubcf4\ub529\uc5d0
      \ud0dc\ube14\ub9bf\uc5d0\uc11c InvestGlass\ub97c \uc0ac\uc6a9\ud558\ub294 \uac83\uc740 \uc628\ubcf4\ub529\uc758 \uc0c8\ub85c\uc6b4 \ud45c\uc900\uc785\ub2c8\ub2e4.<\/figcaption><\/figure>\n<\/div>\n\n\n

      CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 CLM \ud50c\ub7ab\ud3fc\uc758 \uc5ed\ud560<\/strong><\/h3>\n\n\n\n

      \uc5ec\uae30\uc11c \uacc4\uc57d \uc218\uba85 \uc8fc\uae30 \uad00\ub9ac(CLM)\uac00 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. CRM \ub370\uc774\ud130\uc640 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc758 \ubd84\uc11d \ub2a5\ub825\uc744 \uacb0\ud569\ud558\uba74 \ub2e4\uc74c\uacfc \uac19\uc740 \ud6a8\uacfc\ub97c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4<\/a>, \uc758 \uc870\ud569\uc740 \uaddc\uc815 \uc900\uc218\ub97c \uc704\ud55c \uac15\ub825\ud55c \ub3c4\uad6c\uac00 \ub429\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uacfc \uad6c\ub9e4 \ub0b4\uc5ed\uc744 \uaf3c\uaf3c\ud558\uac8c \ucd94\uc801\ud558\uc5ec \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc758 \ubaa8\ub4e0 \ub2e8\uacc4\uac00 AML \ubc0f KYC \uaddc\uc815\uc744 \uc900\uc218\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

      \uace0\uac1d \uc0c1\ud638\uc791\uc6a9 \ubc0f \uace0\uac1d \uc720\uc9c0 \uad00\ub9ac<\/strong><\/h3>\n\n\n\n

      \uace0\uac1d \uc720\uc9c0\ub294 \ud2b9\ud788 \uaddc\uc81c \ud658\uacbd\uc744 \uace0\ub824\ud560 \ub54c \uac00\uc7a5 \uc911\uc694\ud569\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc740 \ub2e4\uc74c\uc744 \ud0d0\uc0c9\ud574\uc57c \ud569\ub2c8\ub2e4.<\/a>. \ud1b5\ud569 \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\ud558\uba74 \uace0\uac1d \ud53c\ub4dc\ubc31\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \uc218\uc9d1\ud558\uace0 \ud574\ub2f9 \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \ub9cc\uc871\ub3c4\uc640 \uace0\uac1d \uc720\uc9c0\uc728\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc601\uc5c5 \ud504\ub85c\uc138\uc2a4\ub97c \ub354\uc6b1 \ud22c\uba85\ud558\uac8c \ub9cc\ub4e4\uace0 \uc0c8\ub85c\uc6b4 \uc601\uc5c5 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

      \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4 \uac04\uc18c\ud654<\/strong><\/h3>\n\n\n\n

      \uc774\ub7ec\ud55c \uc6d0\ud65c\ud55c \ud1b5\ud569\uc744 \ud1b5\ud574 \uace0\uac1d \ucc38\uc5ec\uc640 \ud2b9\uc815 \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, InvestGlass\uc640 \uac19\uc740 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \ucc38\uc5ec \ub3c4\uad6c \uc0ac\uc6a9 \ub9c8\ucf00\ud305<\/a> Cloud\ub97c \ud1b5\ud574 \uae30\uad00\uc740 \uace0\uac1d \ud589\ub3d9\uacfc \uc0c1\ud638 \uc791\uc6a9\uc5d0 \ub300\ud55c \uce21\uc815 \uac00\ub2a5\ud55c \uc9c0\ud45c\ub97c \uc81c\uacf5\ud558\ub294 \ub370\uc774\ud130 \ubd84\uc11d\uc744 \uc2e4\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc0ac\uc774\ud2b8\ub294 CRM \ubc0f CLM \ud50c\ub7ab\ud3fc \ubaa8\ub450\uc5d0 \ub9e4\uc6b0 \uc720\uc6a9\ud558\uba70 \uc804\ubc18\uc801\uc778 \ube44\uc988\ub2c8\uc2a4 \uc804\ub7b5\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n\n\n

      \n
      \"InvestGlass\ub85c
      InvestGlass\ub85c \ub300\ub7c9 \uc774\uba54\uc77c \ubcf4\ub0b4\uae30<\/figcaption><\/figure>\n<\/div>\n\n\n

      \uacc4\uc57d \uc774\ud589 \ubc0f \uaddc\uc815 \uc900\uc218<\/strong><\/h3>\n\n\n\n

      \ud558\uc9c0\ub9cc CLM\uc758 \ucc28\ubcc4\uc810\uc740 \uacc4\uc57d \uc774\ud589\uacfc \uc804\uccb4 \uacc4\uc57d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc5d0 \uc9d1\uc911\ud558\uc5ec \uace0\uac1d \ub9cc\uc871\ubfd0\ub9cc \uc544\ub2c8\ub77c \uaddc\uc815 \uc900\uc218\ub3c4 \ubcf4\uc7a5\ud55c\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. \ub2e8\uc21c\ud788 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc744 \uad00\ub9ac\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ubc95\uc801\uc73c\ub85c \uac74\uc804\ud558\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uad00\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

      \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 - CLM\uacfc CRM\uc758 \ud3ec\uc7a5 \ud480\uae30<\/strong><\/h2>\n\n\n\n
        \n
      • CRM\uc758 \ub9e5\ub77d\uc5d0\uc11c CLM\uc774\ub780 \ubb34\uc5c7\uc778\uac00\uc694?<\/strong>
        CLM\uc740 \ud074\ub77c\uc774\uc5b8\ud2b8\uc758 \uc804\uccb4 \uc218\uba85 \uc8fc\uae30\uc5d0 \ucd08\uc810\uc744 \ub9de\ucdb0 \uaddc\uc815 \uc900\uc218\uc640 \ud6a8\uc728\uc801\uc778 \ub370\uc774\ud130 \uad00\ub9ac\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n
      • CRM\uc740 CCM \ubc0f \uacc4\uc57d \uad00\ub9ac\uc640 \uc5b4\ub5bb\uac8c \ub2e4\ub978\uac00\uc694?<\/strong>
        CRM\uc740 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc5d0 \uad00\ud55c \uac83\uc774\uace0, \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uad00\ub9ac(CCM)\ub294 \ub9de\ucda4\ud615 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \uc911\uc810\uc744 \ub450\uba70, \uacc4\uc57d \uad00\ub9ac\ub294 \ubc95\uc801 \uacc4\uc57d\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/li>\n\n\n\n
      • CRM\uacfc \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uad00\ub9ac\ub294 \uc5b4\ub5bb\uac8c \uc5f0\uacb0\ub418\ub098\uc694?<\/strong>
        CRM\uc740 \ub370\uc774\ud130\ub97c CLM \uc2dc\uc2a4\ud15c\uc5d0 \uacf5\uae09\ud558\uc5ec \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc744 \uc885\ud569\uc801\uc73c\ub85c \ud30c\uc545\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n

        \uacb0\ub860 - CLM \ubc0f CRM\uc5d0 InvestGlass\ub97c \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/h3>\n\n\n\n

        \uacb0\uad6d, \uc774\ub294 CLM\uacfc CRM\uc758 \ubb38\uc81c\uac00 \uc544\ub2d9\ub2c8\ub2e4. \uc774 \ub450 \uc2dc\uc2a4\ud15c\uc774 \uc5b4\ub5bb\uac8c \uc870\ud654\ub97c \uc774\ub8e8\uc5b4 \ucd5c\ucd08 \uc811\ucd09\ubd80\ud130 \uc7a5\uae30\uc801\uc778 \ucda9\uc131\ub3c4\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uace0\uac1d \ucc38\uc5ec\uc5d0 \ub300\ud55c 360\ub3c4 \ubdf0\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub294\uc9c0\uac00 \uad00\uac74\uc785\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc740 \ub450 \uc2dc\uc2a4\ud15c\uc744 \ubaa8\ub450 \ud65c\uc6a9\ud568\uc73c\ub85c\uc368 \uace0\uac1d\uc758 \ub2c8\uc988\ub97c \ud30c\uc545\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ubbf8\ub85c \uac19\uc740 \uaddc\uc815 \uc900\uc218 \uc138\uacc4\ub97c \ud0d0\uc0c9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"

        In the financial sector, understanding the distinction between\u00a0Customer Relationship Management (CRM)\u00a0and\u00a0Client Lifecycle Management (CLM)\u00a0is crucial for optimizing client engagement. While both systems aim to enhance client relationships, they serve different functions.\u00a0CRM systems\u00a0focus on managing interactions and sustaining relationships, primarily handling customer data and communication. In contrast,\u00a0CLM systems\u00a0oversee the entire client journey, from initial contact through […]<\/p>\n","protected":false},"author":1,"featured_media":38347,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[526],"class_list":["post-38346","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-clm-vs-crm"],"yoast_head":"\nCLM Versus CRM: Understanding Their Differences<\/title>\n<meta name=\"description\" content=\"Understand the differences between CLM and CRM, and learn which solution better suits your financial client engagement needs.\" \/>\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\/\uae08\uc735-\uace0\uac1d-\ucc38\uc5ec\uc758-clm-\ub300-crm\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CLM vs CRM in Financial Client Engagement\" \/>\n<meta property=\"og:description\" content=\"In the financial sector, understanding the distinction between\u00a0Customer Relationship Management (CRM)\u00a0and\u00a0Client Lifecycle Management (CLM)\u00a0is crucial for\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/\uae08\uc735-\uace0\uac1d-\ucc38\uc5ec\uc758-clm-\ub300-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2023-11-03T19:56:22+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-17T12:07:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\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=\"5\ubd84\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"CLM \ub300 CRM: \ucc28\uc774\uc810 \uc774\ud574","description":"CLM\uacfc CRM\uc758 \ucc28\uc774\uc810\uc744 \uc774\ud574\ud558\uace0 \uc5b4\ub5a4 \uc194\ub8e8\uc158\uc774 \uae08\uc735 \uace0\uac1d \ucc38\uc5ec \uc694\uad6c\uc5d0 \ub354 \uc801\ud569\ud55c\uc9c0 \uc54c\uc544\ubcf4\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\/\uae08\uc735-\uace0\uac1d-\ucc38\uc5ec\uc758-clm-\ub300-crm\/","og_locale":"ko_KR","og_type":"article","og_title":"CLM vs CRM in Financial Client Engagement","og_description":"In the financial sector, understanding the distinction between\u00a0Customer Relationship Management (CRM)\u00a0and\u00a0Client Lifecycle Management (CLM)\u00a0is crucial for","og_url":"https:\/\/www.investglass.com\/ko\/\uae08\uc735-\uace0\uac1d-\ucc38\uc5ec\uc758-clm-\ub300-crm\/","og_site_name":"InvestGlass","article_published_time":"2023-11-03T19:56:22+00:00","article_modified_time":"2026-04-17T12:07:34+00:00","og_image":[{"width":1600,"height":1067,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\uae00\uc4f4\uc774":"InvestGlass","\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04":"5\ubd84"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"CLM vs CRM in Financial Client Engagement","datePublished":"2023-11-03T19:56:22+00:00","dateModified":"2026-04-17T12:07:34+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/"},"wordCount":912,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg.jpg","keywords":["CLM VS CRM"],"articleSection":["Article"],"inLanguage":"ko-KR","copyrightYear":"2023","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ko\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/","url":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/","name":"CLM \ub300 CRM: \ucc28\uc774\uc810 \uc774\ud574","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg.jpg","datePublished":"2023-11-03T19:56:22+00:00","dateModified":"2026-04-17T12:07:34+00:00","description":"CLM\uacfc CRM\uc758 \ucc28\uc774\uc810\uc744 \uc774\ud574\ud558\uace0 \uc5b4\ub5a4 \uc194\ub8e8\uc158\uc774 \uae08\uc735 \uace0\uac1d \ucc38\uc5ec \uc694\uad6c\uc5d0 \ub354 \uc801\ud569\ud55c\uc9c0 \uc54c\uc544\ubcf4\uc138\uc694.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/#breadcrumb"},"inLanguage":"ko-KR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/"]}]},{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg.jpg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg.jpg","width":1600,"height":1067,"caption":"Using a tablet for onboarding"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"CLM vs CRM in Financial Client Engagement"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"InvestGlass","description":"\uc2a4\uc704\uc2a4 \uc18c\ubc84\ub9b0 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ko-KR"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"InvestGlass","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"InvestGlass","image":{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/ko\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/www.investglass.com\/clm-vs-crm-in-financial-client-engagement\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts\/38346","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/comments?post=38346"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts\/38346\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/media\/38347"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/media?parent=38346"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/categories?post=38346"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/tags?post=38346"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}