{"id":48476,"date":"2025-11-03T11:29:43","date_gmt":"2025-11-03T10:29:43","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48476"},"modified":"2025-10-30T11:35:56","modified_gmt":"2025-10-30T10:35:56","slug":"%ec%9c%a0%eb%9f%bd-%ec%9d%80%ed%96%89%eb%93%a4%ec%9d%b4-%ea%b3%a0%ea%b0%9d-%eb%9d%bc%ec%9d%b4%ed%94%84%ec%82%ac%ec%9d%b4%ed%81%b4-%ea%b4%80%eb%a6%ac%eb%a5%bc-%ec%9c%84%ed%95%b4-%ec%9d%b8%eb%b2%a0","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/the-sovereign-advantage-why-european-banks-are-choosing-investglass-for-client-lifecycle-management\/","title":{"rendered":"\uc18c\ubc84\ub9b0\uc758 \uc774\uc810: \uc720\ub7fd \uc740\ud589\ub4e4\uc774 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uad00\ub9ac\ub97c \uc704\ud574 InvestGlass\ub97c \uc120\ud0dd\ud558\ub294 \uc774\uc720"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac \uc5c5\uacc4\uc5d0\uc11c \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uad00\ub9ac(CLM)\uc758 \ud6a8\uc728\uc131\uacfc \ud6a8\uacfc\ub294 \ub2e8\uc21c\ud55c \uc6b4\uc601\uc0c1\uc758 \uc138\ubd80 \uc0ac\ud56d\uc774 \uc544\ub2c8\ub77c \uace0\uac1d \uad00\uacc4\uc758 \uadfc\uac04\uc774\uc790 \uc218\uc775\uc131\uc758 \uc6d0\ub3d9\ub825\uc785\ub2c8\ub2e4. \uc218\ub144 \ub3d9\uc548 \uc774 \uc5c5\uacc4\ub294 \uc18c\uc218\uc758 \uc5c5\uccb4\ub4e4\uc774 \uc8fc\ub3c4\ud574 \uc654\uc73c\uba70, \uc194\ub8e8\uc158\uc740 \uc8fc\ub85c \ubbf8\uad6d \uae30\uc220 \uc2a4\ud0dd\uc744 \uae30\ubc18\uc73c\ub85c \uad6c\ucd95\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub370\uc774\ud130 \uc8fc\uad8c, \uc720\uc5f0\uc131, \uc9c4\uc815\ud55c \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \uc811\uadfc \ubc29\uc2dd\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \uc0c8\ub85c\uc6b4 \ud328\ub7ec\ub2e4\uc784\uc774 \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uac83\uc774 \ubc14\ub85c \uc720\ub7fd \uc804\uc5ed\uc758 \uc548\ubaa9 \uc788\ub294 \uae08\uc735 \uae30\uad00\uc774 \uc120\ud0dd\ud558\ub294 CLM\uc73c\ub85c \uae09\ubd80\uc0c1\ud558\uace0 \uc788\ub294 \uc2a4\uc704\uc2a4 \uae30\ubc18 \ud50c\ub7ab\ud3fc\uc778 InvestGlass\uc758 \ud328\ub7ec\ub2e4\uc784\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uae00\uc5d0\uc11c\ub294 \uc601\uad6d\uc5d0 \uae30\ubc18\uc744 \ub454 \uc800\uba85\ud55c \uc5c5\uccb4\uc778 Wealth Dynamix\uc640 InvestGlass\uc758 CLM \uc81c\ud488 \uac04\uc758 \uc911\uc694\ud55c \ucc28\uc774\uc810\uc744 \uc0b4\ud3b4\ubd05\ub2c8\ub2e4. \ub9ce\uc740 \uc740\ud589\uac00\uc640 \uae08\uc735 \uc790\ubb38\uac00\uc5d0\uac8c \uc65c InvestGlass\uac00 \uc81c\uacf5\ud558\ub294 \uc2a4\uc704\uc2a4\uc0b0 \uc8fc\uad8c \uc194\ub8e8\uc158\uc774 \ub354 \uc804\ub7b5\uc801\uc774\uace0 \ubbf8\ub798 \uc9c0\ud5a5\uc801\uc778 \uc120\ud0dd\uc778\uc9c0 \uc790\uc138\ud788 \uc0b4\ud3b4\ubcfc \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-you-ll-learn\">\ud559\uc2b5 \ub0b4\uc6a9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc885\ud569 \ubd84\uc11d\uc5d0\uc11c\ub294 \uae30\uc874 CLM \ud50c\ub7ab\ud3fc\uacfc \ucc28\uc138\ub300 \uc18c\ubc84\ub9b0 \uc194\ub8e8\uc158\uc758 \uadfc\ubcf8\uc801\uc778 \ucc28\uc774\uc810\uc744 \uc54c\uc544\ubcf4\uc138\uc694. \ub370\uc774\ud130 \uc8fc\uad8c \ubb38\uc81c, \ubc30\ud3ec \uc720\uc5f0\uc131, \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uae30\ub2a5, \ucd1d \uc18c\uc720 \ube44\uc6a9 \ub4f1\uc744 \uc0b4\ud3b4\ubcfc \uac83\uc785\ub2c8\ub2e4. \uc774 \uae00\uc774 \ub05d\ub098\uba74 \uc720\ub7fd \uae08\uc735 \uae30\uad00\ub4e4\uc774 \uc65c \uc810\uc810 \ub354 Wealth Dynamix\uc640 \uac19\uc740 \uae30\uc874 \uc5c5\uccb4 \ub300\uc2e0 InvestGlass\ub97c \uc120\ud0dd\ud558\ub294\uc9c0 \uc774\ud574\ud558\uc2e4 \uc218 \uc788\uc744 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-clm-landscape-a-tale-of-two-philosophies\">CLM \ud658\uacbd: \ub450 \uac00\uc9c0 \ucca0\ud559 \uc774\uc57c\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac \uae30\uc220 \uc2dc\uc7a5\uc5d0\uc11c \uac15\ub825\ud55c \uc785\uc9c0\ub97c \uad6c\ucd95\ud55c Wealth Dynamix\ub294 \uae30\uc5c5\uc774 \uc804\uccb4 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc744 \uad00\ub9ac\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub418\ub294 \uc885\ud569\uc801\uc778 CLM \ud50c\ub7ab\ud3fc\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. WDX1\uacfc SaaS \uae30\ubc18 CLMi\ub97c \ud3ec\ud568\ud55c \uc194\ub8e8\uc158\uc740 \ud6a8\uc728\uc131\uc744 \ub192\uc774\uace0 \uace0\uac1d \ucc38\uc5ec\ub97c \uac1c\uc120\ud558\uba70 \uaddc\uc815\uc744 \uc900\uc218\ud560 \uc218 \uc788\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774 \uc194\ub8e8\uc158\uc740 \uac15\ub825\ud558\uace0 \ub110\ub9ac \uc0ac\uc6a9\ub418\ub294 \ud50c\ub7ab\ud3fc\uc778 Microsoft Dynamics\uc758 \uac15\ub825\ud55c \uae30\ub2a5\uc744 \ud65c\uc6a9\ud558\uc5ec \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub098 \ubbf8\uad6d \uac70\ub300 \uae30\uc220 \uae30\uc5c5\uc5d0 \ub300\ud55c \uc774\ub7ec\ud55c \uc758\uc874\uc740 \uce5c\uc219\ud568\uacfc \uc77c\uc815 \uc218\uc900\uc758 \ud3b8\uc548\ud568\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, \ud2b9\ud788 \uc810\uc810 \ub354 \ubcf5\uc7a1\ud55c \uaddc\uc81c \ud658\uacbd\uc5d0\uc11c \uc6b4\uc601\ub418\ub294 \uc720\ub7fd \uae08\uc735 \uae30\uad00\uc5d0 \ub0b4\uc7ac\ub41c \uc77c\ub828\uc758 \ubb38\uc81c\ub97c \uc57c\uae30\ud569\ub2c8\ub2e4. \ubc14\ub85c \uc774 \ubd80\ubd84\uc5d0\uc11c InvestGlass\uac00 \ub9e4\ub825\uc801\uc778 \ub300\uc548\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. 100% \uc2a4\uc704\uc2a4 \uc8fc\uad8c \ud50c\ub7ab\ud3fc\uc778 InvestGlass\ub294 \ub370\uc774\ud130 \uc8fc\uad8c, \uac1c\ubc29\ud615 \uc544\ud0a4\ud14d\ucc98, \uc644\uc804\ud55c \uace0\uac1d \uc81c\uc5b4 \uc6d0\uce59\uc744 \uae30\ubc18\uc73c\ub85c \ud558\ub294 \uadfc\ubcf8\uc801\uc73c\ub85c \ub2e4\ub978 \ucca0\ud559\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-data-sovereignty-the-non-negotiable-for-european-finance\">\ub370\uc774\ud130 \uc8fc\uad8c: \uc720\ub7fd \uae08\uc735\uc5d0 \uc788\uc5b4 \ud0c0\ud611\ud560 \uc218 \uc5c6\ub294 \uac83<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\uc2a4\ud2b8 GDPR \uc2dc\ub300\uc5d0 \ub370\uc774\ud130 \uc8fc\uad8c\uc740 \ub354 \uc774\uc0c1 \ud2c8\uc0c8 \uc2dc\uc7a5\uc758 \ubb38\uc81c\uac00 \uc544\ub2c8\ub77c \uc720\ub7fd\uc5d0\uc11c \ud65c\ub3d9\ud558\ub294 \ubaa8\ub4e0 \uae08\uc735 \uae30\uad00\uc758 \uae30\ubcf8 \uc694\uac74\uc785\ub2c8\ub2e4. \uace0\uac1d \ub370\uc774\ud130\uac00 \uc800\uc7a5\ub418\ub294 \uc704\uce58\uc640 \ucc98\ub9ac \ubc29\ubc95\uc744 \uc81c\uc5b4\ud558\ub294 \ub2a5\ub825\uc740 \ub2e8\uc21c\ud55c \uaddc\uc815 \uc900\uc218 \ubb38\uc81c\uac00 \uc544\ub2c8\ub77c \uc2e0\ub8b0\uc758 \ubb38\uc81c\uc785\ub2c8\ub2e4. \uace0\uac1d\ub4e4\uc740 \uc810\uc810 \ub354 \ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc\uc758 \uc911\uc694\uc131\uc744 \uc778\uc2dd\ud558\uace0 \uc788\uc73c\uba70, \uc7ac\ubb34 \uace0\ubb38\uc774 \uac00\uc7a5 \ub4e0\ub4e0\ud55c \ubc29\uc5b4\uc790\uac00 \ub418\uc5b4 \uc8fc\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc14\ub85c \uc774 \uc9c0\uc810\uc5d0\uc11c Wealth Dynamix\uc640 InvestGlass\uc758 \ucc28\uc774\uac00 \uac00\uc7a5 \uadf9\uba85\ud558\uac8c \ub4dc\ub7ec\ub0a9\ub2c8\ub2e4. Wealth Dynamix\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ubc30\ud3ec \uc635\uc158\uc744 \ubaa8\ub450 \uc81c\uacf5\ud558\uc9c0\ub9cc, \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\ub294 \ubcf8\uc9c8\uc801\uc73c\ub85c Microsoft Azure \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uacfc \uc5f0\uacb0\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc989, \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uc194\ub8e8\uc158\uc744 \uc120\ud0dd\ud558\ub294 \uae30\uc5c5\uc758 \uacbd\uc6b0 \uace0\uac1d \ub370\uc774\ud130\ub294 \uad81\uadf9\uc801\uc73c\ub85c \ubbf8\uad6d \uae30\ubc18 \uae30\uc5c5\uc774 \uad00\ub9ac\ud558\ub294 \uc11c\ubc84\uc5d0 \uc0c1\uc8fc\ud558\uac8c \ub429\ub2c8\ub2e4. \uc774\ub294 \ud074\ub77c\uc6b0\ub4dc \ubc95\uacfc \uac19\uc740 \ubc95\ub960\uc5d0 \ub530\ub978 \ubbf8\uad6d \ub2f9\uad6d\uc758 \uc7a0\uc7ac\uc801 \uc811\uadfc\uacfc \uad00\ub828\ud558\uc5ec \uc0c1\ub2f9\ud55c \uc6b0\ub824\ub97c \ubd88\ub7ec\uc77c\uc73c\ud0a4\uba70, \ub9ce\uc740 \uc720\ub7fd \uae30\uad00\uc774 \ub354 \uc774\uc0c1 \ubc1b\uc544\ub4e4\uc774\uc9c0 \uc54a\uc73c\ub824\ub294 \uc704\ud5d8\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\uba74 InvestGlass\ub294 \uc774 \ubb38\uc81c\uc5d0 \ub300\ud55c \uba85\ud655\ud558\uace0 \uba85\ud655\ud55c \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc548\uc804\ud55c \uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc \ub610\ub294 \uace0\uac1d\uc758 \uc790\uccb4 \uc628\ud504\ub808\ubbf8\uc2a4 \uc11c\ubc84\uc5d0 \ubc30\ud3ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ub370\uc774\ud130 \ubcf4\uc874\uc744 \uc644\ubcbd\ud558\uac8c \uc81c\uc5b4\ud558\uc5ec \ubaa8\ub4e0 \uace0\uac1d \uc815\ubcf4\uac00 \uc720\ub7fd \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uc758 \uad00\ud560\uad8c \ub0b4\uc5d0 \uc720\uc9c0\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uace0\uac1d \ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc\ub97c \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud558\ub294 \uc740\ud589\uac00\uc640 \uae08\uc735 \uc790\ubb38\uac00\uc5d0\uac8c \uc774\ub294 \uac15\ub825\ud55c \ucc28\ubcc4\ud654 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cInvestGlass\ub294 \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc\uc5d0 \ub300\ud55c \ucd5c\uace0\uc758 \ub300\uc548\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4: \uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc \ud638\uc2a4\ud305\uc744 \uc120\ud0dd\ud558\uac70\ub098 \uc790\uccb4 \uc11c\ubc84\ub97c \uc0ac\uc6a9\ud558\uc138\uc694.\u201d - InvestGlass<\/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\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-1024x683.jpg\" alt=\"\uc2a4\uc704\uc2a4\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\ub294 \uac83\uc774 \ub354 \uc548\uc804\ud569\ub2c8\ub2e4\" class=\"wp-image-47740\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/07\/getty-images-wAj-ZqkD2qg-unsplash-scaled.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\uc2a4\uc704\uc2a4\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\ub294 \uac83\uc774 \ub354 \uc548\uc804\ud569\ub2c8\ub2e4<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-understanding-the-cloud-act-implications\">\ud074\ub77c\uc6b0\ub4dc \ubc95\uc758 \uc758\ubbf8 \uc774\ud574<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2018\ub144 \ubbf8\uad6d \uc758\ud68c\uc5d0\uc11c \ud1b5\uacfc\ub41c \ub370\uc774\ud130\uc758 \ud569\ubc95\uc801 \ud574\uc678 \uc0ac\uc6a9(CLOUD) \ubc95\uc5d0 \ub530\ub77c \ubbf8\uad6d \ubc95 \uc9d1\ud589 \uae30\uad00\uc740 \ub370\uc774\ud130\uac00 \ubbf8\uad6d\uc5d0 \uc800\uc7a5\ub418\uc5b4 \uc788\ub294\uc9c0 \ub610\ub294 \uc678\uad6d\uc5d0 \uc800\uc7a5\ub418\uc5b4 \uc788\ub294\uc9c0\uc5d0 \uad00\uacc4\uc5c6\uc774 \ubbf8\uad6d \uae30\ubc18 \uae30\uc220 \ud68c\uc0ac\uac00 \uc11c\ubc84\uc5d0 \uc800\uc7a5\ub41c \uc694\uccad\ub41c \ub370\uc774\ud130\ub97c \uc81c\uacf5\ud558\ub3c4\ub85d \uac15\uc81c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ubbf8\uad6d \uae30\ubc18 \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub97c \uc0ac\uc6a9\ud558\ub294 \uc720\ub7fd \uae08\uc735 \uae30\uad00\uc5d0 \uc911\ub300\ud55c \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \ub370\uc774\ud130\uac00 \uc720\ub7fd \ub370\uc774\ud130 \uc13c\ud130\uc5d0 \uc800\uc7a5\ub418\uc5b4 \uc788\ub354\ub77c\ub3c4 \uc81c\uacf5\uc5c5\uccb4\uac00 \ubbf8\uad6d \uae30\uc5c5\uc774\ub77c\uba74 \ubbf8\uad6d \ub2f9\uad6d\uc774 \ud574\ub2f9 \ub370\uc774\ud130\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbfc\uac10\ud55c \uace0\uac1d \uc815\ubcf4\ub97c \ub2e4\ub8e8\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\uc758 \uacbd\uc6b0 \uc774\ub294 \uc6a9\ub0a9\ud560 \uc218 \uc5c6\ub294 \uc704\ud5d8\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. InvestGlass\uac00 \uc81c\uacf5\ud558\ub294 \uc2a4\uc704\uc2a4 \uc194\ub8e8\uc158\uc740 \uc774\ub7ec\ud55c \uc6b0\ub824\ub97c \uc644\uc804\ud788 \ud574\uc18c\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\ub294 \uc720\ub7fd\uc5f0\ud569\uc5d0 \uc18d\ud574 \uc788\uc9c0\ub294 \uc54a\uc9c0\ub9cc GDPR\uacfc \ub3d9\ub4f1\ud55c \uc218\uc900\uc758 \uac15\ub825\ud55c \uc790\uccb4 \ub370\uc774\ud130 \ubcf4\ud638 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uac16\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc2a4\uc704\uc2a4 \uae30\uc5c5\uc740 \ud074\ub77c\uc6b0\ub4dc \ubc95\uc758 \uc801\uc6a9\uc744 \ubc1b\uc9c0 \uc54a\uc73c\ubbc0\ub85c \uace0\uac1d \ub370\uc774\ud130\uc5d0 \ub300\ud55c \ucd94\uac00\uc801\uc778 \ubcf4\ud638 \uacc4\uce35\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-flexibility-and-customisation-a-tale-of-two-approaches\">\uc720\uc5f0\uc131 \ubc0f \uc0ac\uc6a9\uc790 \uc9c0\uc815: \ub450 \uac00\uc9c0 \uc811\uadfc \ubc29\uc2dd \uc774\uc57c\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6f0\uc2a4 \ub2e4\uc774\ub098\ubbf9\uc2a4\uc640 \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \ubaa8\ub450 \uc720\uc5f0\ud558\uace0 \ub9de\ucda4\ud654\ub41c \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud55c\ub2e4\uace0 \uc8fc\uc7a5\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub7ec\ud55c \uc720\uc5f0\uc131\uc744 \ub2ec\uc131\ud558\uae30 \uc704\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uadfc\ubcf8\uc801\uc73c\ub85c \ub2e4\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6f0\uc2a4 \ub2e4\uc774\ub098\ubbf9\uc2a4\uc758 WDX1 \ud50c\ub7ab\ud3fc\uc740 \ub192\uc740 \uc218\uc900\uc758 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\ub294 Microsoft Dynamics\ub97c \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub7ec\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc740 \uc885\uc885 Dynamics \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \uc804\ubb38 \uc9c0\uc2dd\uc774 \ud544\uc694\ud558\uba70 \ubcf5\uc7a1\ud558\uace0 \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4dc\ub294 \uac1c\ubc1c \ud504\ub85c\uc81d\ud2b8\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub85c\uc138\uc2a4\ub97c \uac00\uc18d\ud654\ud558\uae30 \uc704\ud55c \ud15c\ud50c\ub9bf\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc \uae30\ubcf8 \ud50c\ub7ab\ud3fc\uc740 \ubc29\ub300\ud558\uace0 \ubcf5\uc7a1\ud55c \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc73c\ub85c \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uad00\ub9ac\ud558\uace0 \uc801\uc751\ud558\uae30 \uc5b4\ub824\uc6b8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\uba74 InvestGlass\ub294 \ucc98\uc74c\ubd80\ud130 \uac1c\ubc29\uc801\uc774\uace0 \uc720\uc5f0\ud55c \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub178\ucf54\ub4dc\/\ub85c\ucf54\ub4dc \uc811\uadfc \ubc29\uc2dd \ub355\ubd84\uc5d0 \ube44\uc988\ub2c8\uc2a4 \uc0ac\uc6a9\uc790\ub294 IT \ubd80\uc11c\uc758 \uad11\ubc94\uc704\ud55c \uac1c\uc785 \uc5c6\uc774\ub3c4 \uc6cc\ud06c\ud50c\ub85c, \uc591\uc2dd, \ubcf4\uace0\uc11c\ub97c \ub9cc\ub4e4\uace0 \uc218\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubbfc\ucca9\uc131\uc740 \uae09\ubcc0\ud558\ub294 \uc2dc\uc7a5\uc5d0\uc11c \uae30\uc5c5\uc774 \uc0c8\ub85c\uc6b4 \uaddc\uc815\uc5d0 \ube60\ub974\uac8c \uc801\uc751\ud558\uace0, \uc0c8\ub85c\uc6b4 \uc81c\ud488\uc744 \ucd9c\uc2dc\ud558\uace0, \uc9c4\ud654\ud558\ub294 \uace0\uac1d\uc758 \uc694\uad6c\uc5d0 \ub300\uc751\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\ub294 \uc911\uc694\ud55c \uc774\uc810\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c InvestGlass\uc758 \uac1c\ubc29\ud615 API\uc640 \uc2a4\ub9c8\ud2b8 \ud1b5\ud569 \uae30\ub2a5\uc744 \ud1b5\ud574 \uae30\uc874 \uc2dc\uc2a4\ud15c\uacfc \uc27d\uac8c \uc5f0\uacb0\ud560 \uc218 \uc788\uc5b4 \uc9c4\uc815\uc73c\ub85c \ud1b5\ud569\ub418\uace0 \uc6d0\ud65c\ud55c \uae30\uc220 \ud658\uacbd\uc744 \uc870\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\ub97c \ub9cc\ub4e4\uace0 \ud601\uc2e0\uc744 \ubc29\ud574\ud560 \uc218 \uc788\ub294 \uc77c\ubd80 \uae30\uc874 CRM \ud50c\ub7ab\ud3fc\uc758 \ub3c5\uc810\uc801\uc778 \ud2b9\uc131\uacfc\ub294 \ub300\uc870\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-comparison-table-customisation-capabilities\">\ube44\uad50 \ud45c: \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uae30\ub2a5<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\uae30\ub2a5<\/td><td>\uc6f0\uc2a4 \ub2e4\uc774\ub098\ubbf9\uc2a4<\/td><td>InvestGlass<\/td><\/tr><tr><td>\uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc811\uadfc \ubc29\uc2dd<\/td><td>Microsoft Dynamics\ub97c \ud1b5\ud55c \ucf54\ub4dc \uae30\ubc18<\/td><td>\ub178\ucf54\ub4dc\/\ub85c\ucf54\ub4dc \ud50c\ub7ab\ud3fc<\/td><\/tr><tr><td>\ud544\uc694\ud55c \uae30\uc220 \uc804\ubb38\uc131<\/td><td>\ub192\uc74c(\ub3d9\uc5ed\ud559 \uc804\ubb38\uac00)<\/td><td>\ub0ae\uc74c(\ube44\uc988\ub2c8\uc2a4 \uc0ac\uc6a9\uc790)<\/td><\/tr><tr><td>\ubcc0\uacbd \uc0ac\ud56d\uc744 \uad6c\ud604\ud560 \uc2dc\uac04<\/td><td>\uba87 \uc8fc\uc5d0\uc11c \uba87 \ub2ec<\/td><td>\uc2dc\uac04\uc5d0\uc11c \uc77c\ub85c<\/td><\/tr><tr><td>\uc0ac\uc6a9\uc790 \uc9c0\uc815 \ube44\uc6a9<\/td><td>\ub192\uc74c(\uc804\ubb38 \uac1c\ubc1c\uc790)<\/td><td>\ub0ae\uc74c(\ub0b4\ubd80 \ub9ac\uc18c\uc2a4)<\/td><\/tr><tr><td>\uc6cc\ud06c\ud50c\ub85c \uc218\uc815<\/td><td>\uac1c\ubc1c \ud544\uc694<\/td><td>\uc2dc\uac01\uc801 \ub4dc\ub798\uadf8 \uc564 \ub4dc\ub86d<\/td><\/tr><tr><td><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 \uc791\uc131\uae30\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5656\">\uc591\uc2dd \uc791\uc131\uae30<\/a><\/td><td>\uc81c\ud55c\uc801\uc774\uace0 \ucf54\ub4dc\uac00 \ub9ce\uc740<\/td><td>\uc9c1\uad00\uc801\uc774\uace0 \ucf54\ub4dc\uac00 \ud544\uc694 \uc5c6\ub294<\/td><\/tr><tr><td>API \uc811\uadfc\uc131<\/td><td>\ub2e4\uc774\ub0b4\ubbf9\uc2a4 API(\ubcf5\ud569)<\/td><td>\uc798 \ubb38\uc11c\ud654\ub41c \uac1c\ubc29\ud615 API<\/td><\/tr><tr><td>\ud1b5\ud569 \uc720\uc5f0\uc131<\/td><td>Microsoft \uc5d0\ucf54\uc2dc\uc2a4\ud15c \ucd08\uc810<\/td><td>\uacf5\uae09\uc5c5\uccb4\uc5d0 \uad6c\uc560\ubc1b\uc9c0 \uc54a\ub294<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-end-to-end-advantage-a-truly-sovereign-tool\">\uc5d4\ub4dc\ud22c\uc5d4\ub4dc \uc774\uc810: \uc9c4\uc815\ud55c \uc8fc\uad8c \ub3c4\uad6c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \ud575\uc2ec \ud310\ub9e4 \ud3ec\uc778\ud2b8 \uc911 \ud558\ub098\ub294 \uc9c4\uc815\ud55c \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \ud2b9\uc131\uc785\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \ub2e4\uc74c\uc744 \uacb0\ud569\ud569\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%94%94%ec%a7%80%ed%84%b8-%ec%98%a8%eb%b3%b4%eb%94%a9\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5657\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, \uace0\uac1d \ud3ec\ud138\uc744 \ud558\ub098\uc758 \ud1b5\ud569 \uc194\ub8e8\uc158\uc73c\ub85c \ud1b5\ud569\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc5ec\ub7ec \uac1c\uc758 \uc11c\ub85c \ub2e4\ub978 \uc2dc\uc2a4\ud15c\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc73c\ubbc0\ub85c \ubcf5\uc7a1\uc131\uc774 \uc904\uc5b4\ub4e4\uace0 \ub370\uc774\ud130 \uc77c\uad00\uc131\uc774 \ud5a5\uc0c1\ub418\uba70 \uace0\uac1d \uad00\uacc4\uc5d0 \ub300\ud55c \uc804\uccb4\uc801\uc778 \uad00\uc810\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ud1b5\ud569 \uc811\uadfc \ubc29\uc2dd\uc740 CLM\uc758 \ub9e5\ub77d\uc5d0\uc11c \ud2b9\ud788 \uc720\uc6a9\ud569\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc774 \ud68c\uc0ac\uc640 \ucc98\uc74c \uc0c1\ud638 \uc791\uc6a9\ud558\ub294 \uc21c\uac04\ubd80\ud130 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4, \uc9c0\uc18d\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uc774 \ub2e8\uc77c \uc2dc\uc2a4\ud15c \ub0b4\uc5d0\uc11c \ucea1\ucc98\ub418\uace0 \uad00\ub9ac\ub429\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc11c\ub85c \ub2e4\ub978 \ub3c4\uad6c \ubaa8\uc74c\uc73c\ub85c\ub294 \ubd88\uac00\ub2a5\ud55c \uc218\uc900\uc758 \uc778\uc0ac\uc774\ud2b8\uc640 \uc81c\uc5b4 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealth Dynamix\ub3c4 \ud3ec\uad04\uc801\uc778 CLM \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, \uc774 \uc194\ub8e8\uc158\uc740 \ubcf8\uc9c8\uc801\uc73c\ub85c \ubaa8\ub4c8\uc2dd\uc785\ub2c8\ub2e4. \uc774\ub294 \uc5b4\ub290 \uc815\ub3c4 \uc720\uc5f0\uc131\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc0ac\uc6a9\uc790 \ud658\uacbd\uc774 \ub354 \uc138\ubd84\ud654\ub418\uace0 \ud1b5\ud569\uc131\uc774 \ub5a8\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CLM\uc5d0 \ub300\ud55c \uc9c4\uc815\uc73c\ub85c \uc6d0\ud65c\ud558\uace0 \ud1b5\ud569\ub41c \uc811\uadfc \ubc29\uc2dd\uc744 \ucc3e\uace0 \uc788\ub294 \uae30\uc5c5\uc5d0\uac8c\ub294 InvestGlass \ud50c\ub7ab\ud3fc\uc758 \uc62c\uc778\uc6d0 \ud2b9\uc131\uc774 \ud070 \uc7a5\uc810\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-six-core-modules-of-investglass\">InvestGlass\uc758 6\uac00\uc9c0 \ud575\uc2ec \ubaa8\ub4c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc740 \uc11c\ub85c \uc6d0\ud65c\ud558\uac8c \uc791\ub3d9\ud558\ub294 6\uac1c\uc758 \ud575\uc2ec \ubaa8\ub4c8\ub85c \uad6c\uc131\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. \ub514\uc9c0\ud138 \uc628\ubcf4\ub529: \uc790\ub3d9\ud654\ub41c KYC\/AML \ud655\uc778, \ub514\uc9c0\ud138 \uc11c\uba85, \ubb38\uc11c \uad00\ub9ac\ub85c \uace0\uac1d \ud655\ubcf4 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uc138\uc694. \uc774 \uc2dc\uc2a4\ud15c\uc740 \uba70\uce60 \ub610\ub294 \uba87 \uc8fc\uac00 \uc544\ub2cc \uba87 \uc2dc\uac04 \uc548\uc5d0 \uace0\uac1d\uc744 \uc628\ubcf4\ub529\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.CRM - \uc2a4\uc704\uc2a4 \uc18c\ubc84\ub9b0: \ubaa8\ub4e0 \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uace0, \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\uace0, \uc644\uc804\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc744 \uc720\uc9c0\ud558\uc138\uc694. CRM\uc740 \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub418\uc5c8\uc73c\uba70 \uad00\uacc4 \ub9e4\ud551 \ubc0f \uac00\uacc4 \uad00\ub9ac\uc640 \uac19\uc740 \uae30\ub2a5\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.<a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5654\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/a> (PMS): \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc2e4\uc2dc\uac04\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0 \uc131\uacfc\ub97c \ucd94\uc801\ud558\uba70 \uc885\ud569\uc801\uc778 \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. PMS\ub294 \uae30\uc874 \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uacfc \ud1b5\ud569\ub418\uba70 \uc554\ud638\ud654\ud3d0 \uc790\uc0b0\ub3c4 \ucc98\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. \ub9c8\ucf00\ud305 \ud074\ub77c\uc6b0\ub4dc: \ud0c0\uac9f \ub9c8\ucf00\ud305 \ucea0\ud398\uc778\uc744 \uc0dd\uc131\ud558\uace0, \ucc38\uc5ec\ub3c4\ub97c \ucd94\uc801\ud558\uace0, \uc601\uc5c5 \ud37c\ub110\uc744 \ud1b5\ud574 \ub9ac\ub4dc\ub97c \uc721\uc131\ud558\uc138\uc694. \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \uae30\ub2a5\uc744 \ud1b5\ud574 \uc5b4\ub5a4 \uc7a0\uc7ac \uace0\uac1d\ub3c4 \ub193\uce58\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. \uace0\uac1d \ubc0f \uc9c1\uc6d0 \ud3ec\ud138: \uace0\uac1d\uc5d0\uac8c \uc815\ubcf4, \ubb38\uc11c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc\uc5d0 \ub300\ud55c \uc548\uc804\ud55c \uc561\uc138\uc2a4\ub97c \uc81c\uacf5\ud558\uc138\uc694. \ud3ec\ud138\uc740 \ube0c\ub79c\ub4dc \uc544\uc774\ub374\ud2f0\ud2f0\uc5d0 \ub9de\uac8c \uc644\ubcbd\ud558\uac8c \uc0ac\uc6a9\uc790 \uc9c0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6.<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=\"5655\">\uc778\uacf5 \uc9c0\ub2a5<\/a>: AI \uae30\ubc18 \uc790\ub3d9\ud654\ub97c \ud65c\uc6a9\ud558\uc5ec \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud558\uace0, \uac1c\uc778\ud654\ub41c \ucd94\ucc9c\uc744 \uc81c\uacf5\ud558\uace0, \uad50\ucc28 \ud310\ub9e4 \ubc0f \uc0c1\ud5a5 \ud310\ub9e4 \uae30\ud68c\ub97c \ud30c\uc545\ud558\uc138\uc694.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-1024x701.png\" alt=\"\ud6a8\uacfc\uc801\uc778 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 CRM \uc2dc\uc2a4\ud15c InvestGlass\" class=\"wp-image-47024\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\ud6a8\uacfc\uc801\uc778 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 CRM \uc2dc\uc2a4\ud15c InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-regulatory-compliance-built-in-vs-bolt-on\">\uaddc\uc815 \uc900\uc218: \ube4c\ud2b8\uc778 \ub300 \ubcfc\ud2b8\uc628<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc720\ub7fd\uc5d0\uc11c \ud65c\ub3d9\ud558\ub294 \uc790\uc0b0 \uad00\ub9ac\uc0ac\uc5d0\uac8c \uaddc\uc815 \uc900\uc218\ub294 \uc120\ud0dd \uc0ac\ud56d\uc774 \uc544\ub2c8\ub77c \ube44\uc988\ub2c8\uc2a4 \uc218\ud589\uc758 \uae30\ubcf8 \uc694\uac74\uc785\ub2c8\ub2e4. \uaddc\uc81c \ud658\uacbd\uc740 \ubcf5\uc7a1\ud558\uace0 \ub04a\uc784\uc5c6\uc774 \uc9c4\ud654\ud558\uace0 \uc788\uc73c\uba70, GDPR, MiFID II, FINSA \ubc0f \ub2e4\uc591\ud55c \uad6d\uac00 \uaddc\uc815\uacfc \uac19\uc740 \ud504\ub808\uc784\uc6cc\ud06c\ub294 \ubaa8\ub450 \uace0\uac1d \ub370\uc774\ud130 \uc218\uc9d1, \uc800\uc7a5 \ubc0f \ucc98\ub9ac \ubc29\uc2dd\uc5d0 \uc5c4\uaca9\ud55c \uc694\uac74\uc744 \ubd80\uacfc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc815 \uc900\uc218\ub97c \ud575\uc2ec\uc73c\ub85c \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc5d0\ub294 \uc790\ub3d9\ud654\ub41c \uac10\uc0ac \ucd94\uc801, \ub3d9\uc758 \uad00\ub9ac, \ub370\uc774\ud130 \ubcf4\uc874 \uc815\ucc45 \ub4f1 \uae30\uc5c5\uc774 \uaddc\uc81c \uc758\ubb34\ub97c \uc900\uc218\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub418\ub294 \uae30\ub2a5\uc774 \uae30\ubcf8\uc73c\ub85c \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc2a4\uc704\uc2a4\uc5d0\uc11c \uc81c\uc791\ub418\uc5b4 \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc720\ub7fd \uaddc\uc81c \uc694\uac74\uc5d0 \uc790\uc5f0\uc2a4\ub7fd\uac8c \ubd80\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealth Dynamix\ub294 \uaddc\uc815 \uc900\uc218 \uc694\uad6c \uc0ac\ud56d\uc744 \ud655\uc2e4\ud788 \uc9c0\uc6d0\ud560 \uc218 \uc788\uc9c0\ub9cc, \uae30\ubcf8 Microsoft Dynamics \ud50c\ub7ab\ud3fc\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \uc989, \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc744 \uad6c\uc131\ud558\uac70\ub098 \uc0ac\uc6a9\uc790 \uc9c0\uc815\ud574\uc57c \ud558\ubbc0\ub85c \uad6c\ud604 \ud504\ub85c\uc138\uc2a4\uc5d0 \ubcf5\uc7a1\uc131\uacfc \ube44\uc6a9\uc774 \ucd94\uac00\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ubbf8\uad6d \uae30\ubc18 \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub97c \uc0ac\uc6a9\ud558\uba74 \ud2b9\ud788 \ub370\uc774\ud130 \uc804\uc1a1 \ubc0f \uc81c3\uad6d \ucc98\ub9ac\uc640 \uad00\ub828\ud558\uc5ec \ucd94\uac00\uc801\uc778 \uaddc\uc815 \uc900\uc218 \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-regulatory-considerations\">\uc8fc\uc694 \uaddc\uc81c \uace0\ub824 \uc0ac\ud56d<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\uaddc\uc815<\/td><td>\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4 \uc811\uadfc \ubc29\uc2dd<\/td><td>\uc790\uc0b0 \ub2e4\uc774\ub098\ubbf9\uc2a4 \uc811\uadfc \ubc29\uc2dd<\/td><\/tr><tr><td>GDPR<\/td><td>\uc2a4\uc704\uc2a4 \ub124\uc774\ud2f0\ube0c \ud638\uc2a4\ud305, \uae30\ubcf8 \uc81c\uacf5 \ub3d9\uc758 \uad00\ub9ac<\/td><td>\uad6c\uc131 \ud544\uc694, Azure \ud638\uc2a4\ud305 \ubb38\uc81c<\/td><\/tr><tr><td>MiFID II<\/td><td>\uc801\ud569\uc131\uc744 \uc704\ud574 \ubbf8\ub9ac \uad6c\uc131\ub41c \uc6cc\ud06c\ud50c\ub85c<\/td><td>\uc0ac\uc6a9\uc790 \uc9c0\uc815 \ud544\uc694<\/td><\/tr><tr><td>FINSA<\/td><td>\uc2a4\uc704\uc2a4\uc5d0 \ud2b9\ud654\ub41c \uaddc\uc815 \uc900\uc218 \uae30\ub2a5<\/td><td>\ucd94\uac00 \uac1c\ubc1c\uc774 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/td><\/tr><tr><td>\ub370\uc774\ud130 \ub808\uc9c0\ub358\uc2dc<\/td><td>\uc2a4\uc704\uc2a4\/EU \ud638\uc2a4\ud305 \ubcf4\uc7a5<\/td><td>Azure \uc9c0\uc5ed \uc120\ud0dd\uc5d0 \ub530\ub77c \ub2e4\ub984<\/td><\/tr><tr><td>\uc78a\ud600\uc9c8 \uad8c\ub9ac<\/td><td>\uc790\ub3d9\ud654\ub41c \ub370\uc774\ud130 \uc0ad\uc81c \uc6cc\ud06c\ud50c\ub85c<\/td><td>\uc218\ub3d9 \uad6c\uc131 \ud544\uc694<\/td><\/tr><tr><td>\uac10\uc0ac \ucd94\uc801<\/td><td>\ud3ec\uad04\uc801\uc774\uace0 \ubcc0\uacbd \ubd88\uac00\ub2a5\ud55c \ub85c\uadf8<\/td><td>\uc0ac\uc6a9 \uac00\ub2a5\ud558\uc9c0\ub9cc \uc124\uc815\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-total-cost-of-ownership-looking-beyond-the-sticker-price\">\ucd1d \uc18c\uc720 \ube44\uc6a9: \uc2a4\ud2f0\ucee4 \uac00\uaca9 \uadf8 \ub108\uba38 \uc0b4\ud3b4\ubcf4\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CLM \uc194\ub8e8\uc158\uc744 \ud3c9\uac00\ud560 \ub54c\ub294 \ucd08\uae30 \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9\uc744 \ub118\uc5b4 \uc2dc\uc2a4\ud15c \uc218\uba85 \uae30\uac04 \ub3d9\uc548\uc758 \ucd1d\uc18c\uc720\ube44\uc6a9(TCO)\uc744 \uace0\ub824\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ube44\uc6a9\ubfd0\ub9cc \uc544\ub2c8\ub77c \uad6c\ud604, \uc0ac\uc6a9\uc790 \uc9c0\uc815, \ud1b5\ud569, \uad50\uc721, \uc9c0\uc18d\uc801\uc778 \uc720\uc9c0\ubcf4\uc218 \ubc0f \uc9c0\uc6d0 \ube44\uc6a9\ub3c4 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealth Dynamix\uc758 \uc194\ub8e8\uc158, \ud2b9\ud788 WDX1\uc740 Microsoft Dynamics \ud50c\ub7ab\ud3fc\uc758 \ubcf5\uc7a1\uc131\uc73c\ub85c \uc778\ud574 TCO\uac00 \ub192\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc5d0\ub294 \uc804\ubb38 \uac1c\ubc1c\uc790\uac00 \ud544\uc694\ud558\uace0 \uad6c\ud604\uc5d0 \uc218\uac1c\uc6d4\uc774 \uac78\ub9b4 \uc218 \uc788\uc73c\uba70 \uc9c0\uc18d\uc801\uc778 \uc720\uc9c0 \uad00\ub9ac\uc5d0 \ub9ce\uc740 \ube44\uc6a9\uc774 \ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uae30\uc5c5\uc740 \uc0c1\ub2f9\ud55c \ube44\uc6a9 \ubd80\ub2f4 \uc5c6\uc774 \ub300\uccb4 \uc194\ub8e8\uc158\uc73c\ub85c \uc804\ud658\ud560 \uc218 \uc788\ub294 \uae30\ub2a5\uc774 \uc81c\ud55c\ub418\uc5b4 Microsoft \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc5d0 \uc885\uc18d\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub178\ucf54\ub4dc\/\ub85c\uc6b0\ucf54\ub4dc \uc811\uadfc \ubc29\uc2dd\uacfc \uac1c\ubc29\ud615 \uc544\ud0a4\ud14d\ucc98\ub97c \uac16\ucd98 InvestGlass\ub294 TCO\uac00 \ud604\uc800\ud788 \ub0ae\uc2b5\ub2c8\ub2e4. \uad6c\ud604\uc774 \ub354 \ube60\ub974\uace0, \ub0b4\ubd80 \ub9ac\uc18c\uc2a4\ub97c \ud1b5\ud574 \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc774 \uac00\ub2a5\ud558\uba70, \ud50c\ub7ab\ud3fc\uc740 \uc720\uc9c0 \uad00\ub9ac \ubc0f \uc5c5\uadf8\ub808\uc774\ub4dc\uac00 \uc6a9\uc774\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ud50c\ub7ab\ud3fc\uc758 \uc720\uc5f0\uc131\uc740 \uae30\uc5c5\uc774 \ub2e8\uc77c \uacf5\uae09\uc5c5\uccb4\uc758 \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc5d0 \uc885\uc18d\ub418\uc9c0 \uc54a\uace0 \ud544\uc694\uc5d0 \ub530\ub77c \uc790\uc720\ub86d\uac8c \uc801\uc751\ud558\uace0 \ubc1c\uc804\ud560 \uc218 \uc788\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-success-stories-real-world-results\">\uace0\uac1d \uc131\uacf5 \uc0ac\ub840: \uc2e4\uc81c \uacb0\uacfc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 CLM \ud50c\ub7ab\ud3fc\uc758 \uc9c4\uc815\ud55c \ud14c\uc2a4\ud2b8\ub294 \uac00\uc2dc\uc801\uc778 \ube44\uc988\ub2c8\uc2a4 \uacb0\uacfc\ub97c \uc81c\uacf5\ud558\ub294 \ub2a5\ub825\uc785\ub2c8\ub2e4. InvestGlass\ub294 \ud6a8\uc728\uc131, \uace0\uac1d \ub9cc\uc871\ub3c4, \uc218\uc775\uc131\uc744 \ud06c\uac8c \uac1c\uc120\ud55c \uc720\ub7fd \uc804\uc5ed\uc758 \uae08\uc735 \uae30\uad00\uc758 \uc131\uacf5 \uc0ac\ub840 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc758 \ud55c \uc911\uacac \ud504\ub77c\uc774\ube57 \ubc45\ud06c\ub294 InvestGlass\ub97c \ub3c4\uc785\ud558\uc5ec \uace0\uac1d \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \ud3c9\uade0 14\uc77c\uc5d0\uc11c 24\uc2dc\uac04 \uc774\ub0b4\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud68d\uae30\uc801\uc778 \uac1c\uc120\uc740 \ud50c\ub7ab\ud3fc\uc758 \uc790\ub3d9\ud654\ub41c KYC\/AML \ud655\uc778, \ub514\uc9c0\ud138 \uc11c\uba85 \uae30\ub2a5, \uac04\uc18c\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ud1b5\ud574 \ub2ec\uc131\ud560 \uc218 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc774 \uc740\ud589\uc740 \uad00\ub9ac \uc624\ubc84\ud5e4\ub4dc\uac00 401% \uac10\uc18c\ud558\uc5ec \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uace0\uac1d \ub300\uba74 \ud65c\ub3d9\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub294 \uc5ec\uc720\ub97c \uc5bb\uc5c8\ub2e4\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610 \ub2e4\ub978 \uc608\ub85c, \ud30c\ud3b8\ud654\ub41c \uae30\uc220 \ud658\uacbd\uc73c\ub85c \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\ub358 \uc601\uad6d\uc758 \ud55c \uc790\uc0b0 \uc790\ubb38 \ud68c\uc0ac\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub294 CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uace0\uac1d \ubcf4\uace0\ub97c \uc704\ud55c \ubcc4\ub3c4\uc758 \uc2dc\uc2a4\ud15c\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc5c8\uae30 \ub54c\ubb38\uc5d0 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\uac00 \ubc1c\uc0dd\ud558\uace0 \uace0\uac1d \uad00\uacc4\ub97c \uc804\uccb4\uc801\uc73c\ub85c \ud30c\uc545\ud558\uae30 \uc5b4\ub824\uc6e0\uc2b5\ub2c8\ub2e4. InvestGlass\ub97c \ub3c4\uc785\ud55c \ud6c4 \ubaa8\ub4e0 \uc2dc\uc2a4\ud15c\uc744 \ub2e8\uc77c \ud50c\ub7ab\ud3fc\uc73c\ub85c \ud1b5\ud569\ud558\uc5ec \ub370\uc774\ud130 \ud488\uc9c8\uc774 \uac1c\uc120\ub418\uace0 \uace0\uac1d \uc778\uc0ac\uc774\ud2b8\uac00 \ud5a5\uc0c1\ub418\uc5c8\uc73c\uba70 \uad50\ucc28 \ud310\ub9e4 \uae30\ud68c\uac00 301% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-migration-path-moving-from-wealth-dynamix-to-investglass\">\ub9c8\uc774\uadf8\ub808\uc774\uc158 \uacbd\ub85c: \uc6f0\uc2a4 \ub2e4\uc774\ub098\ubbf9\uc2a4\uc5d0\uc11c \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub85c \uc774\ub3d9\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc7ac Wealth Dynamix\ub97c \uc0ac\uc6a9 \uc911\uc774\uace0 InvestGlass\ub85c \uc774\uc804\uc744 \uace0\ub824 \uc911\uc778 \ud68c\uc0ac\uc758 \uacbd\uc6b0, \ub9c8\uc774\uadf8\ub808\uc774\uc158 \ud504\ub85c\uc138\uc2a4\ub294 \uac04\ub2e8\ud558\uace0 \uc798 \uc9c0\uc6d0\ub429\ub2c8\ub2e4. InvestGlass\ub294 Microsoft Dynamics \uae30\ubc18 \ud50c\ub7ab\ud3fc\uc744 \ud3ec\ud568\ud558\uc5ec \ub2e4\uc591\ud55c CRM \ubc0f CLM \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud55c \uacbd\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc774\uadf8\ub808\uc774\uc158 \ud504\ub85c\uc138\uc2a4\uc5d0\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \ub2e4\uc74c \ub2e8\uacc4\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.\ub370\uc774\ud130 \ud3c9\uac00: \uae30\uc874 \ub370\uc774\ud130\ub97c \uc885\ud569\uc801\uc73c\ub85c \uac80\ud1a0\ud558\uc5ec \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc774 \ud544\uc694\ud55c \ud56d\ubaa9\uacfc \uc0c8 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ub370\uc774\ud130\ub97c \uc5b4\ub5bb\uac8c \uad6c\uc870\ud654\ud574\uc57c \ud558\ub294\uc9c0 \ud30c\uc545\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. \ub9e4\ud551 \ubc0f \ubcc0\ud658: \uae30\uc874 \ub370\uc774\ud130 \uad6c\uc870\uc640 InvestGlass \ub370\uc774\ud130 \ubaa8\ub378 \uac04\uc758 \ub9e4\ud551\uc744 \uc0dd\uc131\ud558\uace0 \ud544\uc694\uc5d0 \ub530\ub77c \ub370\uc774\ud130\ub97c \ubcc0\ud658\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. \ud14c\uc2a4\ud2b8 \ub9c8\uc774\uadf8\ub808\uc774\uc158: \ucd5c\uc885 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uc804\uc5d0 \uc0cc\ub4dc\ubc15\uc2a4 \ud658\uacbd\uc73c\ub85c \ud14c\uc2a4\ud2b8 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc744 \uc218\ud589\ud558\uc5ec \ubb38\uc81c\ub97c \uc2dd\ubcc4\ud558\uace0 \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4.\uad50\uc721 \ubc0f \uc900\ube44: \uc0c8 \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud574 \ud300\uc744 \uad50\uc721\ud558\uace0 \uc804\ud658\uc5d0 \ub300\ube44\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.\ucd5c\uc885 \ub9c8\uc774\uadf8\ub808\uc774\uc158: \ucd5c\uc885 \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc744 \uc2e4\ud589\ud558\uace0 InvestGlass \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc804\ud658\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. \ub9c8\uc774\uadf8\ub808\uc774\uc158 \ud6c4 \uc9c0\uc6d0: \uc6d0\ud65c\ud55c \uc804\ud658\uc744 \ubcf4\uc7a5\ud558\uace0 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub294 \ubaa8\ub4e0 \ubb38\uc81c\ub97c \ud574\uacb0\ud558\uae30 \uc704\ud574 \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\uccb4 \ud504\ub85c\uc138\uc2a4\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uae30\uc874 \uc2dc\uc2a4\ud15c\uc758 \ubcf5\uc7a1\uc131\uacfc \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud560 \ub370\uc774\ud130\uc758 \uc591\uc5d0 \ub530\ub77c 8~12\uc8fc \uc548\uc5d0 \uc644\ub8cc\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-the-future-is-sovereign\">\uacb0\ub860 \ubbf8\ub798\ub294 \uc8fc\uad8c\uc785\ub2c8\ub2e4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uacb0\ub860\uc801\uc73c\ub85c, \uc704\uc2a4 \ub2e4\uc774\ub098\ubbf9\uc2a4\ub294 \uac15\ub825\ud558\uace0 \uc778\uc815\ubc1b\ub294 CLM \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, \ubbf8\uad6d \uae30\ubc18 \uae30\uc220 \uc2a4\ud0dd\uc5d0 \uc758\uc874\ud558\uace0 \uc804\ud1b5\uc801\uc778 \ubaa8\ub4c8\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc5b4 \ub9ce\uc740 \uc720\ub7fd \uae08\uc735 \uae30\uad00\uc5d0\uac8c\ub294 \ub35c \ub9e4\ub825\uc801\uc778 \uc120\ud0dd\uc9c0\uc785\ub2c8\ub2e4. \ub370\uc774\ud130 \uc8fc\uad8c, \uc720\uc5f0\uc131, \uc9c4\uc815\ud55c \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \uc811\uadfc \ubc29\uc2dd\uc774 \uac00\uc7a5 \uc911\uc694\ud55c \uc2dc\ub300\uc5d0 InvestGlass\ub294 \uba85\ud655\ud558\uace0 \ub9e4\ub825\uc801\uc778 \ub300\uc548\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uacfc \uae08\uc735 \uc790\ubb38\uc0ac\ub294 \uc2a4\uc704\uc2a4\uc5d0\uc11c \ub9cc\ub4e0 \uc8fc\uad8c \uc194\ub8e8\uc158\uc744 \uc120\ud0dd\ud568\uc73c\ub85c\uc368 \uc720\ub7fd \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uc744 \uc900\uc218\ud560 \uc218 \uc788\uc744 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc0c1\ub2f9\ud55c \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcc0\ud654\ud558\ub294 \uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \ube60\ub974\uac8c \uc801\uc751\ud558\uace0, \uc9c4\uc815\uc73c\ub85c \uc6d0\ud65c\ud558\uace0 \ud1b5\ud569\ub41c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uba70, \uc2e0\ub8b0\uc640 \ud22c\uba85\uc131\uc744 \ubc14\ud0d5\uc73c\ub85c \uad00\uacc4\ub97c \uad6c\ucd95\ud558\ub294 \ub2a5\ub825\uc740 \ud604\ub300 \uc790\uc0b0 \uad00\ub9ac \ud658\uacbd\uc5d0\uc11c\uc758 \uc131\uacf5\uc758 \uc5f4\uc1e0\uc785\ub2c8\ub2e4. \ubbf8\ub798\ub97c \ubc1b\uc544\ub4e4\uc77c \uc900\ube44\uac00 \ub418\uc5b4 \uc788\ub2e4\uba74, \ubbf8\ub798\ub294 \uc8fc\uad8c\uc774\uace0 \ubbf8\ub798\ub294 InvestGlass\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1. \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uc640 \uc6f0\uc2a4\ub2e4\uc774\ub098\ubbf9\uc2a4\uc758 CLM \uc194\ub8e8\uc158\uc758 \uc8fc\uc694 \ucc28\uc774\uc810\uc740 \ubb34\uc5c7\uc778\uac00\uc694? <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uc7a5 \ud070 \ucc28\uc774\uc810\uc740 \ub370\uc774\ud130 \uc8fc\uad8c\uacfc \uae30\uc220 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uc811\uadfc \ubc29\uc2dd\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uc8fc\uad8c \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc628\ud504\ub808\ubbf8\uc2a4 \ubc0f \uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc \ud638\uc2a4\ud305\uc744 \uc81c\uacf5\ud558\ub294 \ubc18\uba74, Wealth Dynamix\ub294 \ubbf8\uad6d \uae30\ubc18 \uae30\uc220\uc778 Microsoft Dynamics\ub97c \uae30\ubc18\uc73c\ub85c \uad6c\ucd95\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub610\ud55c InvestGlass\ub294 \uc9c4\uc815\ud55c \ub178\ucf54\ub4dc\/\ub85c\ucf54\ub4dc \ud50c\ub7ab\ud3fc\uc744 \uc81c\uacf5\ud558\ub294 \ubc18\uba74, Wealth Dynamix\ub294 \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc5d0 \ub354 \ub9ce\uc740 \uae30\uc220 \uc804\ubb38 \uc9c0\uc2dd\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \ub370\uc774\ud130 \uc8fc\uad8c\uc774 \uc911\uc694\ud55c \uc774\uc720\ub294 \ubb34\uc5c7\uc778\uac00\uc694? <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc8fc\uad8c\uc740 GDPR\uacfc \uac19\uc740 \uc720\ub7fd \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc\ubc95\uacfc \uac19\uc740 \ubc95\ub960\uc5d0 \ub530\ub77c \ub370\uc774\ud130\uac00 \uc678\uad6d \uc815\ubd80\uc758 \uc561\uc138\uc2a4 \ub300\uc0c1\uc774 \ub418\uc9c0 \uc54a\ub3c4\ub85d \ubcf4\uc7a5\ud568\uc73c\ub85c\uc368 \uace0\uac1d\uacfc\uc758 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud558\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \ub610\ud55c \ub370\uc774\ud130 \ubcf4\uc548\uc5d0 \ub300\ud55c \ud1b5\uc81c\ub825\uc744 \ub192\uc774\uace0 \uaddc\uc81c \ub9ac\uc2a4\ud06c\ub97c \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3. InvestGlass\ub294 \uc18c\uaddc\ubaa8 \uc790\ubb38\ud68c\uc0ac\uc5d0 \uc801\ud569\ud55c\uac00\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> \uc608, InvestGlass\ub294 \uc18c\uaddc\ubaa8 \uc790\ubb38 \ud68c\uc0ac\ubd80\ud130 \ub300\uae30\uc5c5 \uc740\ud589\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uaddc\ubaa8\uc758 \ube44\uc988\ub2c8\uc2a4\ub97c \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub178\ucf54\ub4dc\/\ub85c\ucf54\ub4dc \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc18c\uaddc\ubaa8 \ud68c\uc0ac\ub3c4 \uc27d\uac8c \uc774\uc6a9\ud560 \uc218 \uc788\uc73c\uba70, \ud22c\uba85\ud55c \uac00\uaca9 \ucc45\uc815\uacfc \uc228\uaca8\uc9c4 \ube44\uc6a9 \uc5c6\uc774 \uc800\ub834\ud558\uac8c \uc774\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4. InvestGlass\ub97c \uae30\uc874 \uc2dc\uc2a4\ud15c\uacfc \ud1b5\ud569\ud560 \uc218 \uc788\ub098\uc694? <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc608, InvestGlass\ub294 \uac1c\ubc29\ud615 API\ub97c \uc81c\uacf5\ud558\uba70 \ub2e4\ub978 \uc2dc\uc2a4\ud15c\uacfc \uc27d\uac8c \ud1b5\ud569\ud560 \uc218 \uc788\ub3c4\ub85d \uc124\uacc4\ub418\uc5b4 \ud1b5\ud569\ub41c \uae30\uc220 \uc0dd\ud0dc\uacc4\ub97c \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c, AML \uc2ec\uc0ac \uc11c\ube44\uc2a4 \ubc0f \uae30\ud0c0 \uc5ec\ub7ec \ud0c0\uc0ac \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uacfc \ud1b5\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5. \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4 \ud50c\ub7ab\ud3fc\uc758 \uc8fc\uc694 \uae30\ub2a5\uc740 \ubb34\uc5c7\uc778\uac00\uc694? <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, \uace0\uac1d \ud3ec\ud138\uc744 \ud3ec\ud568\ud55c \uc644\ubcbd\ud55c \ub3c4\uad6c \ubaa8\uc74c\uc744 \ud558\ub098\uc758 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub610\ud55c AI \uae30\ubc18 \uc790\ub3d9\ud654 \uae30\ub2a5\uacfc \ud3ec\uad04\uc801\uc778 \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\ub3c4 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>6. \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \uaddc\uc815 \uc900\uc218\ub97c \uc5b4\ub5bb\uac8c \ucc98\ub9ac\ud558\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> InvestGlass\ub294 \uaddc\uc815 \uc900\uc218\ub97c \ud575\uc2ec\uc73c\ub85c \uad6c\ucd95\ub418\uc5b4 \uae30\uc5c5\uc774 MiFID II, FINSA \ubc0f GDPR\uacfc \uac19\uc740 \uaddc\uc81c \uc694\uac74\uc744 \ucda9\uc871\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc5d0\ub294 \uc790\ub3d9\ud654\ub41c \uac10\uc0ac \ucd94\uc801, \ub3d9\uc758 \uad00\ub9ac, \ub370\uc774\ud130 \ubcf4\uc874 \uc815\ucc45, \uaddc\uc81c \ubcf4\uace0\ub97c \uc704\ud55c \uae30\ubcf8 \uc81c\uacf5 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>7. \ub2e4\ub978 CRM\uc5d0\uc11c InvestGlass\ub85c \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud558\ub294 \uac83\uc774 \uc5b4\ub835\ub098\uc694? <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc6d0\ud65c\ud55c \uc804\ud658\uc744 \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud300\uc5d0\uc11c \ub9c8\uc774\uadf8\ub808\uc774\uc158 \ud504\ub85c\uc138\uc2a4 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc9c0\uc6d0\uacfc \uc548\ub0b4\ub97c \uc81c\uacf5\ud558\uc5ec \uc6d0\ud65c\ud55c \ud658\uacbd\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uc77c\uc815\uc740 \uae30\uc874 \uc2dc\uc2a4\ud15c\uc758 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c 8~12\uc8fc \uc815\ub3c4 \uc18c\uc694\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>8. \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \uc5b4\ub5a4 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \ucd08\uae30 \uc124\uc815\uacfc \uad50\uc721\ubd80\ud130 \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0\uae4c\uc9c0 \uc885\ud569\uc801\uc778 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\uc5ec \ud50c\ub7ab\ud3fc\uc744 \ucd5c\ub300\ud55c \ud65c\uc6a9\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\ub4dc\ub9bd\ub2c8\ub2e4. \uc5ec\ub7ec \uc5b8\uc5b4\uc640 \uc2dc\uac04\ub300\ub85c \uc9c0\uc6d0\uc774 \uc81c\uacf5\ub418\uba70, \ub300\uaddc\ubaa8 \uace0\uac1d\uc744 \uc704\ud55c \uc804\ub2f4 \uacc4\uc815 \uad00\ub9ac\uc790\uac00 \ubc30\uce58\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>9. InvestGlass\uc758 \uac00\uaca9\uc740 \ub2e4\ub978 \uc194\ub8e8\uc158\uacfc \uc5b4\ub5bb\uac8c \ube44\uad50\ub418\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> InvestGlass\ub294 \ub2e4\uc591\ud55c \ube44\uc988\ub2c8\uc2a4 \uc694\uad6c\uc640 \uaddc\ubaa8\uc5d0 \ub9de\ub294 \ud22c\uba85\ud558\uace0 \uc720\uc5f0\ud55c \uac00\uaca9 \ubaa8\ub378\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uad6c\ud604 \ube44\uc6a9, \uc0ac\uc6a9\uc790 \uc9c0\uc815 \ube44\uc6a9, \uc9c0\uc18d\uc801\uc778 \uc720\uc9c0\ubcf4\uc218 \ube44\uc6a9 \uc808\uac10\uc73c\ub85c \uc778\ud574 \ucd1d\uc18c\uc720\ube44\uc6a9\uc740 \uc77c\ubc18\uc801\uc73c\ub85c Wealth Dynamix\uc640 \uac19\uc740 \uae30\uc874 \uc194\ub8e8\uc158\ubcf4\ub2e4 50~70% \ub0ae\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>10. \uc2a4\uc704\uc2a4\uc0b0 \uc194\ub8e8\uc158\uc744 \uc120\ud0dd\ud574\uc57c \ud558\ub294 \uc774\uc720\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> InvestGlass\uc640 \uac19\uc740 \uc2a4\uc704\uc2a4\uc0b0 \uc194\ub8e8\uc158\uc740 \uc548\uc815\uc801\uc778 \uc815\uce58 \ubc0f \ubc95\uc801 \ud658\uacbd, \uac15\ub825\ud55c \ub370\uc774\ud130 \ubcf4\ud638\ubc95, \ud488\uc9c8\uacfc \uc2e0\ub8b0\uc131\uc5d0 \ub300\ud55c \uba85\uc131 \ub4f1\uc758 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc758 \uc911\ub9bd\uc131\uacfc \uac15\ub825\ud55c \ub370\uc774\ud130 \ubcf4\ud638 \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\uc220\uc744 \uc704\ud55c \uc774\uc0c1\uc801\uc778 \uae30\ubc18\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>In the world of wealth management, the efficiency and effectiveness of your Client Lifecycle Management (CLM) are not just operational details; they are the bedrock of your client relationships and the engine of your profitability. For years, the industry has been dominated by a handful of players, with solutions often built on American technology stacks. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":46861,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1261],"class_list":["post-48476","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-client-lifecycle-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>Alternative to Wealth Dynamix for Financial Firms | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn about InvestGlass, the effective alternative to Wealth Dynamix, enhancing client relationships with innovative technology.\" \/>\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\/\uc720\ub7fd-\uc740\ud589\ub4e4\uc774-\uace0\uac1d-\ub77c\uc774\ud504\uc0ac\uc774\ud074-\uad00\ub9ac\ub97c-\uc704\ud574-\uc778\ubca0\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Sovereign Advantage: Why European Banks Are Choosing InvestGlass for Client Lifecycle Management\" \/>\n<meta property=\"og:description\" content=\"In the world of wealth management, the efficiency and effectiveness of your Client Lifecycle Management (CLM) are not just operational details; they are\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/\uc720\ub7fd-\uc740\ud589\ub4e4\uc774-\uace0\uac1d-\ub77c\uc774\ud504\uc0ac\uc774\ud074-\uad00\ub9ac\ub97c-\uc704\ud574-\uc778\ubca0\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-03T10:29:43+00:00\" 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