{"id":48856,"date":"2026-01-29T17:15:30","date_gmt":"2026-01-29T16:15:30","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48856"},"modified":"2026-02-07T15:17:59","modified_gmt":"2026-02-07T14:17:59","slug":"2026%eb%85%84-%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac%eb%a5%bc-%ec%9c%84%ed%95%9c-%ec%b5%9c%ea%b3%a0%ec%9d%98-crm","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/best-crm-for-wealth-management-in-2026\/","title":{"rendered":"2026\ub144 \ucd5c\uace0\uc758 \uc790\uc0b0 \uad00\ub9ac\uc6a9 CRM"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2026\ub144\uc758 \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \ub2e8\uc21c\ud55c \uc5f0\ub77d\ucc98 \uad00\ub9ac\ub97c \ud6e8\uc52c \ub6f0\uc5b4\ub118\ub294 CRM \uc2dc\uc2a4\ud15c\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc624\ub298\ub0a0\uc758 \ud50c\ub7ab\ud3fc\uc740 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC \ud504\ub85c\uc138\uc2a4, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130 \ub3d9\uae30\ud654, \uaddc\uc815 \uc900\uc218 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ubaa8\ub450 \ub2e8\uc77c \uc5d0\ucf54\uc2dc\uc2a4\ud15c \ub0b4\uc5d0\uc11c \uc870\uc728\ud574\uc57c \ud569\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c \ucd5c\uace0\uc758 CRM\uc740 \uc804\uccb4 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc744 \ud1b5\ud569\ud558\uace0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uae30\ub2a5\uc744 \ud1b5\ud569\ud558\uba70 \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uc694\uac74\uc744 \uc900\uc218\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc5c4\uaca9\ud55c \uaddc\uc81c \uc900\uc218\ub97c \uc720\uc9c0\ud558\ub294 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>InvestGlass<\/strong> \ub294 \ubbf8\uad6d \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc5d0 \uc758\uc874\ud558\uc9c0 \uc54a\uace0 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ud638\uc2a4\ud305\uc744 \uc81c\uacf5\ud558\uba70 \uc790\uc0b0 \ubc0f \ud504\ub77c\uc774\ube57 \ubc45\ud0b9\uc744 \uc704\ud574 \uad6c\ucd95\ub41c \uc120\ub3c4\uc801\uc778 \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM\uc73c\ub85c \ubd80\uc0c1\ud588\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc790\uc0b0 CRM\uc758 \uc120\ud0dd \uae30\uc900\uc740 \ub370\uc774\ud130 \uc8fc\uad8c, \uc790\uc0b0\ubcc4 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub450\uc5b4\uc57c \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=\"5830\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \ubc0f KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c, AI \uc790\ub3d9\ud654, \uc218\ud0c1\uae30\uad00 \ubc0f \ucf54\uc5b4 \ubc45\ud0b9\uacfc\uc758 \uae34\ubc00\ud55c \ud1b5\ud569\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uae08\uc735 CRM\uc740 \ub370\uc774\ud130 \ud1b5\ud569, \uaddc\uc815 \uc900\uc218 \uc9c0\uc6d0, \ud6a8\uc728\uc131\uacfc \uac1c\uc778\ud654\ub97c \uc704\ud55c AI \ud65c\uc6a9\uc744 \ud1b5\ud574 \uc6b4\uc601\uc744 \uac04\uc18c\ud654\ud558\uace0 \uace0\uac1d \uad00\uacc4\ub97c \uac1c\uc120\ud558\ub294 \ub370 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\u201c\ucd5c\uc0c1\uc758\u201d \uc194\ub8e8\uc158\uc740 \ud68c\uc0ac \uaddc\ubaa8\uc640 \uc720\ud615\uc5d0 \ub530\ub77c \ub2e4\ub974\uba70 \uc81c\ub124\ubc14 \ud504\ub77c\uc774\ube57 \ubc45\ud06c\uc5d0 \uc801\ud569\ud55c \uc194\ub8e8\uc158\uacfc \ub7f0\ub358 \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790 \ub610\ub294 \ub450\ubc14\uc774 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0 \uc801\ud569\ud55c \uc194\ub8e8\uc158\uc740 \ub2e4\ub985\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uac10\uc0ac \ucd94\uc801, \ub124 \uac1c\uc758 \ub208 \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c, \uc790\ub3d9\ud654\ub41c \uc801\ud569\uc131 \uac80\uc0ac \ub4f1\uc758 \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc740 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uae30\uad00\uc5d0 \uc788\uc5b4 \ud0c0\ud611\ud560 \uc218 \uc5c6\ub294 \ud544\uc218 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 \uc8fc\uc694 \uc790\uc0b0 \uad00\ub9ac CRM\uc744 \ube44\uad50\ud558\uace0 \ud504\ub77c\uc774\ube57 \ubc45\ud06c, \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0 \uc801\ud569\ud55c CRM\uc744 \uc120\ud0dd\ud560 \uc218 \uc788\ub294 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-makes-a-crm-best-for-wealth-management\">\uc790\uc0b0 \uad00\ub9ac\uc5d0 \uc788\uc5b4 CRM\uc774 \u201c\ucd5c\uace0'\uc778 \uc774\uc720\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\ub294 \uc77c\ubc18\uc801\uc778 B2B \uc601\uc5c5\uacfc\ub294 \uadfc\ubcf8\uc801\uc73c\ub85c \ub2e4\ub978 \uc138\uacc4\uc5d0\uc11c \uc6b4\uc601\ub429\ub2c8\ub2e4. \uc7ac\ubb34 \uc790\ubb38\uac00\ub294 \uc218\uc2ed \ub144\uc5d0 \uac78\uccd0 \uc5ec\ub7ec \uc138\ub300\uc5d0 \uac78\uce5c \uad00\uacc4\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ud45c\uc900 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc73c\ub85c\ub294 \uc989\uc2dc \ucc98\ub9ac\ud560 \uc218 \uc5c6\ub294 \uaddc\uc81c\ub41c \uc870\uc5b8 \uc694\uac74, \uc801\ud569\uc131 \uc758\ubb34, \ubcf5\uc7a1\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\uc870\ub97c \ud0d0\uc0c9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc5c5\uacc4\uc5d0\uc11c\ub294 \uc5f0\ub77d\ucc98\ubfd0\ub9cc \uc544\ub2c8\ub77c \uac00\uad6c\ub97c \uc774\ud574\ud558\uace0 \uc5c4\uaca9\ud55c \uaddc\uc815 \uc900\uc218\ub97c \ucda9\uc871\ud558\ub294 \ub9de\ucda4\ud615 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\ub294 CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \ubd80\uc720\ud55c \uace0\uac1d\uc740 \uac1c\uc778\uc774 \uc544\ub2c8\ub77c \uc2e0\ud0c1, \uc7ac\ub2e8, \uc9c0\uc8fc\ud68c\uc0ac, \uc5ec\ub7ec \uc138\ub300\uac00 \uc11c\ub85c \ub2e4\ub978 \uc704\ud5d8 \ud504\ub85c\ud544\uacfc \ud22c\uc790 \uc758\ubb34\ub97c \uac00\uc9c4 \uac00\uc871 \uad6c\uc870\uc758 \uc77c\ubd80\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4 \ud68c\uc0ac\ub294 \uc5c5\uacc4 \uaddc\uc815\uc744 \uc900\uc218\ud558\uba74\uc11c \uc774\ub7ec\ud55c \ubcf5\uc7a1\ud55c \uad00\uacc4\ub97c \ub9e4\ud551\ud560 \uc218 \uc788\ub294 \uc2dc\uc2a4\ud15c\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-capabilities-that-define-a-top-wealth-crm-in-2026\">2026\ub144 \ucd5c\uace0\uc758 \uc790\uc0b0 CRM\uc744 \uc815\uc758\ud558\ub294 \ud575\uc2ec \uae30\ub2a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c \ucd5c\uace0\uc758 CRM \uc194\ub8e8\uc158\uc740 \ubc18\ub4dc\uc2dc \uc81c\uacf5\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uae30\ub2a5<\/th><th>\uc911\uc694\ud55c \uc774\uc720<\/th><\/tr><tr><td>\uac00\uad6c \ubc0f \uad00\uacc4 \ub9e4\ud551<\/td><td>\ubcf5\uc7a1\ud55c \uac00\uc871 \uad6c\uc870, \uc2e0\ud0c1 \ubc0f \ubc95\uc778\uccb4 \uc2dc\uac01\ud654<\/td><\/tr><tr><td>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \ud3ec\uc9c0\uc158 \ubcf4\uae30<\/td><td>\ubcf4\uc720 \ud604\ud669, \uc2e4\uc801, \uc758\ubb34 \uc900\uc218 \uc5ec\ubd80\ub97c \uc2e4\uc2dc\uac04\uc73c\ub85c \ud45c\uc2dc\ud569\ub2c8\ub2e4.<\/td><\/tr><tr><td>\uaddc\uc815 \uc900\uc218 \ud1b5\uc2e0 \ub85c\uae45<\/td><td>\uaddc\uc81c \uac10\uc0ac\ub97c \uc704\ud574 \ud0c0\uc784\uc2a4\ud0ec\ud504\uac00 \uc788\ub294 \ubaa8\ub4e0 \ud074\ub77c\uc774\uc5b8\ud2b8 \uc0c1\ud638 \uc791\uc6a9\uc744 \ubcf4\uad00\ud558\uc138\uc694.<\/td><\/tr><tr><td>\ud1b5\ud569 \uc628\ubcf4\ub529 \ubc0f KYC<\/td><td>\ub514\uc9c0\ud138 \uc591\uc2dd\uacfc \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub85c \uacc4\uc88c \uac1c\uc124 \uac04\uc18c\ud654<\/td><\/tr><tr><td>\uc801\ud569\uc131 \uac10\ub3c5<\/td><td>\uad8c\uc7a5 \uc0ac\ud56d\uc744 \uace0\uac1d \uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \uc790\ub3d9\uc73c\ub85c \uc77c\uce58<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc8fc\uad8c\uacfc \uaddc\uc81c \uc815\ud569\uc131\uc740 \ubbfc\uac04 \uc740\ud589\uacfc \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c\ub294 \ud0c0\ud611\ud560 \uc218 \uc5c6\ub294 \ubb38\uc81c\uc785\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc740 FINMA \uac00\uc774\ub4dc\ub77c\uc778, MiFID II \uc694\uac74 \ub610\ub294 GDPR \uc758\ubb34\uc5d0 \ub530\ub77c \uc6b4\uc601\ud558\ub4e0, \uaddc\uc815 \uc900\uc218 \uc0ac\uac01\uc9c0\ub300\ub97c \ub9cc\ub4dc\ub294 CRM \uc2dc\uc2a4\ud15c\uc744 \uac10\ub2f9\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uad6d\uacbd \uac04 \uaddc\uc815\uc740 \uc77c\ubc18\uc801\uc778 \ud50c\ub7ab\ud3fc\uc774 \uac70\uc758 \ud574\uacb0\ud558\uc9c0 \ubabb\ud558\ub294 \ub610 \ub2e4\ub978 \ubcf5\uc7a1\uc131\uc744 \ucd94\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uc131 \uac00\ub2a5\ud55c \uc6cc\ud06c\ud50c\ub85c\uac00 \ub531\ub531\ud55c \ud15c\ud50c\ub9bf\ubcf4\ub2e4 \uc6b0\uc120\ud569\ub2c8\ub2e4. \ub2e4\uc591\ud55c \uc608\uc57d \uc13c\ud130, \ud1b5\ud654 \ubc0f \uc81c\ud488\uad70\uc5d0\ub294 \uc720\uc5f0\uc131\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uae08\uc735 \uc790\ubb38\uac00\ub97c \uc704\ud55c CRM\uc740 \uae30\uad00\uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \uc801\uc751\ud558\ub3c4\ub85d \uac15\uc694\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uae30\uad00\uc758 \ud504\ub85c\uc138\uc2a4\uc5d0 \uc801\uc751\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc0c1\uc801\uc778 \uc0ac\uc6a9\uc790 \ud658\uacbd\uc740 \ubcf4\uc720 \uc790\uc0b0, \uc704\ud5d8 \ud504\ub85c\ud544, \uc0dd\ud65c \uc774\ubca4\ud2b8, \ubcf4\ub958 \uc911\uc778 \uc791\uc5c5, \uad00\ub828 \ubb38\uc11c \ub4f1 \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \ud544\uc694\ud55c \ubaa8\ub4e0 \uac83\uc744 \ud55c \ud654\uba74\uc5d0 \ud45c\uc2dc\ud569\ub2c8\ub2e4. \uac15\ub825\ud55c \uc791\uc5c5 \uad00\ub9ac \uae30\ub2a5\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uac04\uc18c\ud654\ud558\uace0 \ud6c4\uc18d \uc870\uce58, \uc628\ubcf4\ub529 \ub2e8\uacc4, \uaddc\uc815 \uc900\uc218 \ud65c\ub3d9\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \ucd94\uc801\ud558\uace0 \uc644\ub8cc\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc5ec\ub7ec \ub3c4\uad6c\ub97c \uc804\ud658\ud558\ub294 \uac83\uc740 \uc0dd\uc0b0\uc131\uc744 \ub5a8\uc5b4\ub728\ub9ac\uace0 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\ub97c \ub9cc\ub4ed\ub2c8\ub2e4. \uae08\uc735 \uc804\ubb38\uac00\ub4e4\uc740 \uc2e4\uc81c \uc5c5\ubb34 \ubc29\uc2dd\uc744 \uc874\uc911\ud558\ub294 \ud1b5\ud569\ub41c \uace0\uac1d 360 \ubdf0\ub97c \uc81c\uacf5\ubc1b\uc744 \uc790\uaca9\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc758 AI \uae30\ub2a5\uc740 \uc124\uba85\ud560 \uc218 \uc788\uace0 \uac10\uc0ac\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uaddc\uc81c \ub2f9\uad6d\uc740 \uc54c\uace0\ub9ac\uc998 \uacb0\uc815\uc744 \uc810\uc810 \ub354 \uba74\ubc00\ud788 \uc870\uc0ac\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube14\ub799\ubc15\uc2a4 AI \ucd94\ucc9c\uc740 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\ub97c \ud1b5\uacfc\ud558\uc9c0 \ubabb\ud569\ub2c8\ub2e4. \ub300\uc2e0 \ucc28\uc120\ucc45\uc744 \uc81c\uc548\ud558\uace0, \uc9c0\ub2a5\uc801\uc73c\ub85c \ub9ac\ub4dc\ub97c \uc810\uc218\ud654\ud558\uba70, \uba85\ud655\ud55c \ucd94\ub860 \ucd94\uc801\uc744 \ud1b5\ud574 \ubb38\uc11c\ub97c \ubd84\ub958\ud558\ub294 AI\ub97c \ucc3e\uc544\ubcf4\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-swiss-sovereign-crm-for-wealth-amp-private-banking\">InvestGlass: \uc790\uc0b0 \ubc0f \ud504\ub77c\uc774\ube57 \ubc45\ud0b9\uc744 \uc704\ud55c \uc2a4\uc704\uc2a4 \uc18c\ubc84\ub9b0 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ud22c\uc790 \ud68c\uc0ac, \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \uae30\ud0c0 \uaddc\uc81c \ub300\uc0c1\uc790\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uac1c\ubc1c\ub41c \uc2a4\uc704\uc2a4\uc5d0\uc11c \uad6c\ucd95\ub418\uace0 \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4\uc5d0 \uc801\ud569\ud55c \uc77c\ubc18\uc801\uc778 CRM \ud50c\ub7ab\ud3fc\uacfc \ub2ec\ub9ac InvestGlass\ub294 \ucc98\uc74c\ubd80\ud130 \uc790\uc0b0 \uad00\ub9ac\uc758 \ubcf5\uc7a1\uc131\uc744 \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201c\uc18c\ubc84\ub9b0 CRM'\uc774\ub780 \uc2a4\uc704\uc2a4\uc5d0\ub9cc \uc704\uce58\ud55c \ub370\uc774\ud130 \uc13c\ud130\ub97c \uc758\ubbf8\ud558\uba70, \ud504\ub77c\uc774\ube57 \ud074\ub77c\uc6b0\ub4dc \ub610\ub294 \uc644\uc804 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \uc635\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \uc544\ud0a4\ud14d\ucc98\ub294 \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc\ubc95 \ub178\ucd9c\ub85c\ubd80\ud130 \ub3c5\ub9bd\uc131\uc744 \ubcf4\uc7a5\ud558\uace0 \uc2a4\uc704\uc2a4 \ubc0f EU \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ubc95\uc744 \uc900\uc218\ud569\ub2c8\ub2e4. \uc815\uce58\uc801\uc73c\ub85c \ubbfc\uac10\ud55c \uc9c0\uc5ed\uc758 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\uad00\uc758 \uacbd\uc6b0 \uc774\ub7ec\ud55c \uad6c\ubd84\uc774 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrated-modules-covering-the-client-lifecycle\">\ud074\ub77c\uc774\uc5b8\ud2b8 \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc744 \ud3ec\uad04\ud558\ub294 \ud1b5\ud569 \ubaa8\ub4c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud3ec\uad04\uc801\uc778 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC<\/strong>: \ub3d9\uc801 \uc591\uc2dd\uc744 \ud1b5\ud55c \uc790\ub3d9\ud654\ub41c \uacc4\uc88c \uac1c\uc124 \uc6cc\ud06c\ud50c\ub85c<\/li>\n\n\n\n<li><strong>\uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1<\/strong>: \uaddc\uc81c \uc694\uac74\uc5d0 \ub9de\ucdb0 \uc124\ubb38\uc9c0 \uad6c\uc131 \uac00\ub2a5<\/li>\n\n\n\n<li><strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc704\uc784 \ucd94\uc801<\/strong>: \uc2e4\uc2dc\uac04 \uc704\uce58 \ubc0f \uc131\ub2a5 \ubaa8\ub2c8\ud130\ub9c1<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5831\">\ub9c8\ucf00\ud305<\/a> \uc790\ub3d9\ud654<\/strong>: \ub3d9\uc758 \ucd94\uc801\uc774 \uac00\ub2a5\ud55c \uc138\ubd84\ud654\ub41c \ucea0\ud398\uc778<\/li>\n\n\n\n<li><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/strong>: \ud22c\uc790\uc790 \uc140\ud504 \uc11c\ube44\uc2a4\ub97c \uc704\ud55c \ud654\uc774\ud2b8 \ub77c\ubca8 \uc778\ud130\ud398\uc774\uc2a4<\/li>\n\n\n\n<li><strong>\ubb38\uc11c \uad00\ub9ac<\/strong>: \ubd84\ub958 \ubc0f \uac80\uc0c9 \uae30\ub2a5\uc774 \uc788\ub294 \uc911\uc559 \uc9d1\uc911\uc2dd \uc2a4\ud1a0\ub9ac\uc9c0<\/li>\n\n\n\n<li><strong>AI \uc9c0\uc6d0<\/strong>: \uc9c0\ub2a5\ud615 \uc81c\uc548 \ubc0f \ubb38\uc11c \ucc98\ub9ac<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ud45c\uc801\uc778 \uace0\uac1d\uc73c\ub85c\ub294 UHNW \uace0\uac1d\uc744 \uad00\ub9ac\ud558\ub294 \uc2a4\uc704\uc2a4 \ud504\ub77c\uc774\ube57 \ubc45\ud06c, MiFID II\uc5d0 \ub300\uc751\ud558\ub294 \uc720\ub7fd \uc790\uc0b0 \uad00\ub9ac\uc790, \ub2e4\uc911 \uad00\ud560\uad8c \uad6c\uc870\ub97c \uac00\uc9c4 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4, \uc740\ud589 \uc218\uc900\uc758 \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\uac00 \ud544\uc694\ud55c \ud540\ud14c\ud06c \uae30\uc5c5 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \ub370\uc774\ud130 \uc8fc\uad8c\uc744 \ud3ec\uae30\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \ucd5c\uc2e0 \uc790\ub3d9\ud654 \uae30\ub2a5\uc744 \uc694\uad6c\ud558\ub294 \uc870\uc9c1\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4, \ubbf8\ub4e4 \uc624\ud53c\uc2a4, \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc744 \ud1b5\ud569\ud558\uc5ec \uae08\uc735 \uc790\ubb38\uc0ac\uc640 \uae30\uad00\uc5d0 \uac15\ub825\ud55c \uace0\uac1d \uad00\ub9ac \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ub9ac\ub4dc \ud655\ubcf4\ubd80\ud130 \ud22c\uc790 \uc81c\uc548 \ubc0f \uc9c0\uc18d\uc801\uc778 \uac80\ud1a0\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9\uc744 \uad00\ub9ac\ud569\ub2c8\ub2e4. \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ud300\uc740 \uc804\uccb4 \uac10\uc0ac \uae30\ub85d\uc774 \ud3ec\ud568\ub41c \ub3d9\uc77c\ud55c \uace0\uac1d \uae30\ub85d\uc5d0 \uc561\uc138\uc2a4\ud569\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \ud30c\ud3b8\ud654\ub41c \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ud578\ub4dc\uc624\ud504 \ubb38\uc81c\uc640 \ub370\uc774\ud130 \ubd88\uc77c\uce58 \ubb38\uc81c\ub97c \ud574\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-amp-regulatory-compliance\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \uaddc\uc815 \uc900\uc218<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc758 \ubc95\uc801, \uc815\uce58\uc801 \uc548\uc815\uc131\uc740 \uad6d\uacbd\uc744 \ub118\ub294 \uc790\uc0b0\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \ud2b9\ud788 \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74, \uc911\ub3d9, \uc544\uc2dc\uc544\uc758 \uace0\uac1d\ub4e4\uc740 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc640 \uc911\ub9bd\uc131\uc5d0 \ub300\ud55c \uc2a4\uc704\uc2a4 \uad00\ud560\uad8c\uc758 \uba85\uc131 \ub54c\ubb38\uc5d0 \uc2a4\uc704\uc2a4 \uae30\uad00\uc744 \ucc3e\uc2b5\ub2c8\ub2e4. \ub9ce\uc740 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub4e4\uc774 \uc774\ub7ec\ud55c \uc2e0\ub8b0 \uc694\uc18c \ub54c\ubb38\uc5d0 \uc2a4\uc704\uc2a4\uc5d0 CRM\uc744 \ud638\uc2a4\ud305\ud574\uc57c \ud55c\ub2e4\uace0 \uc8fc\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud638\uc2a4\ud305 \uc635\uc158\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\ubc30\ud3ec \ubaa8\ub378<\/th><th>\uc124\uba85<\/th><\/tr><tr><td>\uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc<\/td><td>\uc644\uc804\ud55c \uc774\uc911\ud654\ub97c \uac16\ucd98 Tier III(\ub610\ub294 \uadf8 \uc774\uc0c1) \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130<\/td><\/tr><tr><td>\uc628\ud504\ub808\ubbf8\uc2a4<\/td><td>\uc740\ud589 \uc790\uccb4 \uc778\ud504\ub77c \ub0b4\uc5d0 \ubc30\ud3ec\ud558\uc5ec \uc81c\uc5b4\ub825 \uadf9\ub300\ud654<\/td><\/tr><tr><td>\ud504\ub77c\uc774\ube57 \ud074\ub77c\uc6b0\ub4dc<\/td><td>\uaca9\ub9ac \uae30\ub2a5\uc774 \uac15\ud654\ub41c \uc2a4\uc704\uc2a4 \uc804\uc6a9 \uc778\ud504\ub77c<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc740 \uc2e4\uc81c \uaddc\uc81c \uc694\uac74\uc744 \ud574\uacb0\ud569\ub2c8\ub2e4. \uace0\uac1d \uc720\ud615\uacfc \uac70\uc8fc\uc9c0\uc5d0 \ub9de\uac8c \uad6c\uc131 \uac00\ub2a5\ud55c KYC \uc124\ubb38\uc9c0\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc704\ud5d8 \uc810\uc218 \uc54c\uace0\ub9ac\uc998\uc740 \uace0\uc704\ud5d8 \uad00\uacc4\ub97c \ud45c\uc2dc\ud558\uace0 \uc2e0\uc6d0 \ud655\uc778, \uc9c0\uc18d\uc801\uc778 \ubaa8\ub2c8\ud130\ub9c1, \uc0ac\uae30 \ud0d0\uc9c0\ub97c \ud1b5\ud574 \uc704\ud5d8 \uad00\ub9ac\ub97c \uc9c0\uc6d0\ud558\uc5ec \uc6b4\uc601 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \uaddc\uc815 \uc900\uc218\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4. PEP \ubc0f \uc81c\uc7ac \uc2ec\uc0ac \ud1b5\ud569\uc740 \uc678\ubd80 \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc5d0 \uc5f0\uacb0\ub429\ub2c8\ub2e4. \ubaa8\ub4e0 \ub370\uc774\ud130 \ubcc0\uacbd\uc740 FINMA \ud68c\ub78c \ubc0f \ub3d9\ub4f1\ud55c \uaddc\uc815\uc5d0 \ub530\ub77c \uac10\uc0ac \ucd94\uc801\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc81c \uc0ac\ub840\ub97c \ud1b5\ud574 \ud50c\ub7ab\ud3fc\uc758 \uaddc\uc815 \uc900\uc218 \ubc29\ud5a5\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud22c\uc790 \ucd94\ucc9c\uc744 \uc9c4\ud589\ud558\uae30 \uc804\uc5d0 MiFID II \uc801\ud569\uc131 \uac80\uc0ac\uac00 \uc790\ub3d9\uc73c\ub85c \uc2e4\ud589\ub429\ub2c8\ub2e4. \uc801\ud569\uc131 \uac80\uc0ac\ub294 \uace0\uac1d\uc758 \uc774\ud574\ub97c \ubb38\uc11c\ud654\ud569\ub2c8\ub2e4. \uc5f0\ub840 \uac80\ud1a0 \uc54c\ub9bc\uc740 \uace0\uac1d \uae30\ub85d\uc5d0 \uc9c1\uc811 \uc800\uc7a5\ub41c \ud0c0\uc784\uc2a4\ud0ec\ud504 \uc99d\uac70\uc640 \ud568\uaed8 \ud2b8\ub9ac\uac70\ub429\ub2c8\ub2e4. \ud3ec \uc544\uc774\uc988 \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\ub294 \ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\uc758 \ubb34\ub2e8 \ubcc0\uacbd\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf4\uc548 \uc544\ud0a4\ud14d\ucc98\uc5d0\ub294 \ubbf8\uc0ac\uc6a9 \ubc0f \uc804\uc1a1 \uc911 \uc554\ud638\ud654, \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4, \uc608\uc57d \uc13c\ud130 \ub610\ub294 \ubc95\uc778 \uac04\uc758 \ubd84\ub9ac\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc81c\uc5b4\ub294 \ub0b4\ubd80 \ub370\uc774\ud130 \uc720\ucd9c \uc704\ud5d8\uc744 \uc904\uc774\ub294 \ub3d9\uc2dc\uc5d0 \uc678\ubd80 \uac10\uc0ac \uc694\uac74\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-amp-kyc-for-high-net-worth-clients\">\uace0\uc561\uc790\uc0b0\uac00 \uace0\uac1d\uc744 \uc704\ud55c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc874\uc758 \uc885\uc774 \uc628\ubcf4\ub529\uc740 \ubd80\uc720\ud55c \uace0\uac1d\ub4e4\uc774 \ub354 \uc774\uc0c1 \uc6a9\ub0a9\ud558\uc9c0 \uc54a\ub294 \ub9c8\ucc30\uc744 \uc57c\uae30\ud569\ub2c8\ub2e4. \ubcf5\uc7a1\ud55c \uad6c\uc870\uc758 \uc2e0\ud0c1, \uc9c0\uc8fc \ud68c\uc0ac, \ub2e4\uc911 \uc11c\uba85\uc790 \uacc4\uc88c\ub294 \uc804\ud1b5\uc801\uc73c\ub85c \uba87 \uc8fc\uc5d0 \uac78\uccd0 \ubb38\uc11c\ub97c \uc8fc\uace0\ubc1b\uc544\uc57c \ud588\uc2b5\ub2c8\ub2e4. \uc774\uc81c \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc740 \uc5c4\uaca9\ud55c \uaddc\uc815 \uc900\uc218\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uc790\uc2e0\uc758 \uc2dc\uac04\uc744 \uc874\uc911\ud558\ub294 \ub514\uc9c0\ud138 \uc5ec\uc815\uc744 \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub514\uc9c0\ud138 \uc591\uc2dd\uacfc \uace0\uac1d \ud3ec\ud138\uc740 \uc804\uc790 \uc11c\uba85 \uae30\ub2a5, \uc548\uc804\ud55c \ubb38\uc11c \uc5c5\ub85c\ub4dc, \uc2e4\uc2dc\uac04 \uc0c1\ud0dc \ucd94\uc801 \uae30\ub2a5\uc744 \ud1b5\ud574 \uc6d0\uaca9 \uc628\ubcf4\ub529\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uace0\uac1d\uacfc \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc5b8\uc81c\ub4e0\uc9c0 \ud504\ub85c\uc138\uc2a4\uc758 \uc9c4\ud589 \uc0c1\ud669\uc744 \uc815\ud655\ud788 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3d9\uc801 \uc591\uc2dd\uc740 \uace0\uac1d \ud2b9\uc131\uc5d0 \ub530\ub77c \uc9c8\ubb38\uc744 \uc870\uc815\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac1c\uc778 \ub300 \ubc95\uc778 \uc2e0\uccad\uc790<\/li>\n\n\n\n<li>\uac70\uc8fc\uc9c0 \ubc0f \uc138\uae08 \uac70\uc8fc\uc9c0<\/li>\n\n\n\n<li>PEP \uc0c1\ud0dc \ubc0f \ubd80\uc758 \uc6d0\ucc9c<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704 \ubc0f \ud22c\uc790 \uacbd\ud5d8<\/li>\n\n\n\n<li>\uae30\uc874 \uc740\ud589 \uad00\uacc4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud0dc\ube14\ub9bf\uc73c\ub85c \uc628\ubcf4\ub529 \uc591\uc2dd\uc744 \uc791\uc131\ud558\ub294 \ubaa8\ub098\ucf54 \uac70\uc8fc UHNWI\ub97c \uc608\ub85c \ub4e4\uc5b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \uace0\uac1d\uc758 \ud504\ub85c\ud544 \ud2b9\uc131\uc5d0 \ub530\ub77c \ud5a5\uc0c1\ub41c \uc2e4\uc0ac\ub97c \uc704\ud574 \ud30c\uc77c\uc744 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ubd80\uc11c\ub85c \uc790\ub3d9 \ub77c\uc6b0\ud305\ud569\ub2c8\ub2e4. \uc218\ub3d9 \uac1c\uc785\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\uc5d0\uc11c \ud30c\uc77c\uc774 \uc190\uc2e4\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud1b5\ud569 \uc635\uc158\uc740 \uc2e0\uc6d0 \ud655\uc778 \uc81c\uacf5\uc5c5\uccb4, \ub3d9\uc601\uc0c1 \uc2dd\ubcc4 \uc11c\ube44\uc2a4, AML \uc2a4\ud06c\ub9ac\ub2dd \ub3c4\uad6c\uc5d0 \uc5f0\uacb0\ub429\ub2c8\ub2e4. \ud55c \ubc88 \ucea1\ucc98\ud55c KYC \ub370\uc774\ud130\ub294 \ub3d9\uc77c\ud55c \uc2e4\uc18c\uc720\uc8fc\uc640 \uc5f0\uacb0\ub41c \ubaa8\ub4e0 \uacc4\uc815\uacfc \uad00\uacc4\uc5d0 \uac78\uccd0 \ud750\ub985\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \uc5f0\uacb0\uc774 \ub04a\uae34 \uc2dc\uc2a4\ud15c\uc744 \uad34\ub86d\ud788\ub294 \uace0\uac1d \uc815\ubcf4\ub97c \ub2e4\uc2dc \uc785\ub825\ud558\ub294 \ubc88\uac70\ub85c\uc6c0\uc744 \uc5c6\uc568 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-management-amp-client-360-for-wealth-managers\">\uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ud074\ub77c\uc774\uc5b8\ud2b8 360<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3d9\uae09 \ucd5c\uace0\uc758 \uc790\uc0b0 CRM\uc740 \uae30\ubcf8\uc801\uc73c\ub85c \ub610\ub294 \uc6d0\ud65c\ud55c \ud1b5\ud569\uc744 \ud1b5\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \ud45c\uc2dc\ud574\uc57c \ud569\ub2c8\ub2e4. \uba54\ubaa8\uc640 \uc791\uc5c5\ub9cc\uc73c\ub85c\ub294 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc7ac\ubb34 \uc790\ubb38\uac00\ub294 \uae30\ubcf8 \uc791\uc5c5 \uacf5\uac04\uc744 \ubc97\uc5b4\ub098\uc9c0 \uc54a\uace0\ub3c4 \ubcf4\uc720 \uc790\uc0b0, \uc131\uacfc \ubc0f \uc704\ud5d8 \uc9c0\ud45c\ub97c \ubcfc \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud074\ub77c\uc774\uc5b8\ud2b8 360 \ubdf0\uac00 \ud45c\uc2dc\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc790\uc0b0 \ud074\ub798\uc2a4, \ud1b5\ud654 \ubc0f \uc9c0\uc5ed\ubcc4 \ubcf4\uc720 \uc790\uc0b0<\/li>\n\n\n\n<li>\uc131\ub2a5\uacfc \ubca4\uce58\ub9c8\ud06c \ube44\uad50<\/li>\n\n\n\n<li>\uacc4\uc815 \uac04 \ud604\uae08 \ud3ec\uc9c0\uc158<\/li>\n\n\n\n<li>\uc758\ubb34 \ubc0f \ud22c\uc790 \uc81c\ud55c<\/li>\n\n\n\n<li>\ud22c\uc790 \uc81c\uc548\uc11c \ubc0f \ubd84\uae30\ubcc4 \ubcf4\uace0\uc11c\ub97c \ud3ec\ud568\ud55c \ubb38\uc11c<\/li>\n\n\n\n<li>\ud0c0\uc784\uc2a4\ud0ec\ud504\uac00 \ud3ec\ud568\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 InvestGlass\ub97c \ud1b5\ud574 \uace0\uac1d 360 \ub300\uc2dc\ubcf4\ub4dc\uc5d0\uc11c \uc9c1\uc811 \uace0\uac1d \uc0c1\ud638\uc791\uc6a9\uc744 \ubd84\uc11d\ud558\uc5ec \uac01 \uace0\uac1d\uc758 \uc774\ub825 \ubc0f \uc120\ud638\ub3c4\uc5d0 \ub300\ud55c \uc885\ud569\uc801\uc778 \uc774\ud574\ub97c \ubc14\ud0d5\uc73c\ub85c \ucc38\uc5ec\ub97c \ub9de\ucda4\ud654\ud558\uace0 \uc11c\ube44\uc2a4\ub97c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud45c\uc900 API \ub610\ub294 \ud50c\ub7ab \ud30c\uc77c \uac00\uc838\uc624\uae30\ub97c \ud1b5\ud574 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c, \uc218\ud0c1\uae30\uad00, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud569\ub2c8\ub2e4. \ud3ec\uc9c0\uc158\uc740 \ud1b5\ud569 \uad6c\uc131\uc5d0 \ub530\ub77c \ub9e4\uc77c \ub610\ub294 \uc77c\uc911 \uc0c8\ub85c \uace0\uccd0\uc9d1\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc624\ub798\ub41c \uc2a4\ub0c5\uc0f7\uc774 \uc544\ub2cc \ucd5c\uc2e0 \uc7ac\ubb34 \ub370\uc774\ud130\ub85c \uc791\uc5c5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \uac00\ub4dc\ub808\uc77c\uc774 \uc9c0\uc18d\uc801\uc73c\ub85c \uc791\ub3d9\ud569\ub2c8\ub2e4. \ud22c\uc790 \uc9c0\uce68 \uc9d1\uc911 \ub9ac\uc2a4\ud06c\uac00 \uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud558\uac70\ub098 \uace0\uac1d \uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \ube44\ud574 \ubd80\uc801\ud569\ud55c \uc0c1\ud488 \ub610\ub294 \uc758\ubb34 \uc704\ubc18\uc744 \uc704\ubc18\ud558\uba74 \uc54c\ub9bc\uc774 \uc6b8\ub9bd\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc54c\ub9bc\uc740 \ubb38\uc81c\uac00 \uaddc\uc81c \ubb38\uc81c\ub85c \ud655\ub300\ub418\uae30 \uc804\uc5d0 \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc804\ub2ec\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac80\ud1a0 \ud68c\uc758\ub97c \uc900\ube44\ud558\ub294 \uace0\ubb38\uc744 \uc0c1\uc0c1\ud574 \ubcf4\uc138\uc694. \ud558\ub098\uc758 \ub300\uc2dc\ubcf4\ub4dc\uc5d0\uc11c \ubbf8\uc2e4\ud604 \uc190\uc775, \ubcf4\uc720 \uc790\uc0b0\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ucd5c\uadfc \uae30\uc5c5 \ud65c\ub3d9, \ub9c8\uc9c0\ub9c9 \uc0c1\ud638 \uc791\uc6a9\uc5d0\uc11c \ubcf4\ub958 \uc911\uc778 \uc791\uc5c5, \ub2e4\uac00\uc624\ub294 \uac80\ud1a0 \ub9c8\uac10\uc77c\uc744 \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud1b5\ud569\ub41c \ubcf4\uae30\ub294 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc744 \ub4a4\uc9c0\ub358 \ud68c\uc758 \uc900\ube44\ub97c \ub2e8 30\ucd08 \ub9cc\uc5d0 \ub05d\ub0bc \uc218 \uc788\ub3c4\ub85d \ubc14\uafd4\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-marketing-amp-ai-in-wealth-management\">\uc790\uc0b0 \uad00\ub9ac\uc758 \uc790\ub3d9\ud654, \ub9c8\ucf00\ud305 \ubc0f AI<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc9c4\uc774 \uc904\uc5b4\ub4e4\uba74\uc11c \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uace0\uac1d\uc774 \uae30\ub300\ud558\ub294 \uac1c\uc778\uc801\uc774\uace0 \ubd80\ud2f0\ud06c\uc801\uc778 \ub290\ub08c\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \uc77c\uc0c1\uc801\uc778 \uc5c5\ubb34\ub97c \uc790\ub3d9\ud654\ud574\uc57c \ud569\ub2c8\ub2e4. \ubb38\uc81c\ub294 \uce5c\ubc00\uac10\uc744 \uc783\uc9c0 \uc54a\uc73c\uba74\uc11c \ud6a8\uc728\uc131\uc744 \ucc3e\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc6cc\ud06c\ud50c\ub85c \uc5d4\uc9c4\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \uc790\ub3d9\ud654\ub41c \uc2dc\ud000\uc2a4\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ucd08\uae30 \uc811\ucd09\ubd80\ud130 \uc790\uaca9\uc744 \uac16\ucd98 \uc7a0\uc7ac \uace0\uac1d\uae4c\uc9c0 \ub9ac\ub4dc \uc721\uc131<\/li>\n\n\n\n<li>\uc2b9\uc778 \ubc0f \ubb38\uc11c \uc218\uc9d1\uc744 \ud1b5\ud55c \ub2e8\uacc4\ubcc4 \uc628\ubcf4\ub529<\/li>\n\n\n\n<li>\uc704\ud5d8 \ub4f1\uae09\uc5d0 \ub530\ub77c \uc8fc\uae30\uc801\uc73c\ub85c KYC \uac31\uc2e0(1~3\ub144\ub9c8\ub2e4)<\/li>\n\n\n\n<li>\uc608\uc815\ub41c \ud68c\uc758\uc5d0 \uc55e\uc11c \ud22c\uc790 \uac80\ud1a0 \uc54c\ub9bc<\/li>\n\n\n\n<li>\uc774\ubca4\ud2b8 \ud2b8\ub9ac\uac70 \ud6c4\uc18d \uc870\uce58(\uc2dc\uc7a5 \ubcc0\ub3d9\uc131, \uc0c1\ud488 \ub9cc\uae30)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc815\uad50\ud55c \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4. AUM, \uac70\uc8fc\uc9c0, \uc704\ud5d8 \uac10\uc218\uc131, \ud22c\uc790 \uad00\uc2ec\uc0ac\ubcc4\ub85c \uace0\uac1d\uc744 \uc138\ubd84\ud654\ud558\uc138\uc694. \uace0\uac1d\uc758 \ub3d9\uc758\ub97c \uc5bb\uc5b4 \uac1c\uc778\ud654\ub41c \ub274\uc2a4\ub808\ud130, \uc0c1\ud488 \uc544\uc774\ub514\uc5b4, \uc774\ubca4\ud2b8 \ucd08\ub300\uc7a5\uc744 \ubc1c\uc1a1\ud558\uace0 \ucd94\uc801\uc744 \uac70\ubd80\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc2dc\uac04\uc744 \uc18c\ubaa8\ud558\ub294 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc790\ub3d9\ud654\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uae30\ubc18 \uae30\ub2a5\uc740 \ud310\ub2e8\ub825\uc744 \ub300\uccb4\ud558\uc9c0 \uc54a\uace0 \uc0dd\uc0b0\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubb38\uc11c \ubd84\ub958\ub97c \ud1b5\ud574 \uc218\uc2e0\ub418\ub294 PDF\uc5d0 \uc790\ub3d9\uc73c\ub85c \ud0dc\uadf8 \uc9c0\uc815<\/li>\n\n\n\n<li>\uace0\uac1d \ud589\ub3d9 \ud328\ud134\uc5d0 \ub530\ub978 \ub2e4\uc74c \uc791\uc5c5 \uc81c\uc548<\/li>\n\n\n\n<li>\ub354 \ube60\ub978 CRM \uc5c5\ub370\uc774\ud2b8\ub97c \uc704\ud55c \ud68c\uc758 \ub178\ud2b8 \uc694\uc57d<\/li>\n\n\n\n<li>\uc774\uc0c1 \uc9d5\ud6c4 \ud0d0\uc9c0\ub97c \ud1b5\ud574 \ube44\uc815\uc0c1\uc801\uc778 \uacc4\uc815 \ud65c\ub3d9 \ud50c\ub798\uadf8 \uc9c0\uc815<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \ubd84\uc11d \ubc0f \ubcf4\uace0 \ub3c4\uad6c\ub294 \uc601\uc5c5 \uc131\uacfc\ub97c \ud3c9\uac00\ud558\uace0 \uac1c\uc120\ud558\uae30 \uc704\ud55c \uc2e4\uc2dc\uac04 \uc778\uc0ac\uc774\ud2b8\uc640 \uc9c0\ud45c\ub97c \uc81c\uacf5\ud558\uc5ec \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \ud6a8\uc728\uc131\uc744 \ucd94\uc801\ud558\uace0 \uc601\uc5c5 \uc804\ub7b5\uc744 \ucd5c\uc801\ud654\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 AI \ucd9c\ub825\uc740 \uc0ac\ub78c\uc774 \uac80\ud1a0\ud558\uace0 \ud3b8\uc9d1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uba85\ud655\ud55c \ub85c\uadf8\ub294 AI\uac00 \uc81c\uc548\ud55c \ub0b4\uc6a9\uacfc \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uacb0\uc815\ud55c \ub0b4\uc6a9\uc744 \ubb38\uc11c\ud654\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud22c\uba85\uc131\uc740 \ub0b4\ubd80 \ubaa8\ub378 \ub9ac\uc2a4\ud06c \uc694\uac74\uacfc \uc124\uba85 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \uaddc\uc81c \uae30\ub300\uce58\ub97c \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal-amp-investor-experience\">\uace0\uac1d \ud3ec\ud138 \ubc0f \ud22c\uc790\uc790 \uacbd\ud5d8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubd80\uc720\uce35 \uace0\uac1d\uc740 24\uc2dc\uac04 \ub0b4\ub0b4 \uc790\uc2e0\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \uc548\uc804\ud558\uace0 \ubaa8\ubc14\uc77c \uce5c\ud654\uc801\uc73c\ub85c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \ucc28\ubcc4\ud654\ub41c \uace0\uac1d \ud3ec\ud138\uc740 \uc790\ubb38 \uad00\uacc4\ub97c \uc815\uae30\uc801\uc778 \ubbf8\ud305\uc5d0\uc11c \uc9c0\uc18d\uc801\uc778 \ucc38\uc5ec\ub85c \uc804\ud658\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4 \ud654\uc774\ud2b8 \ub77c\ubca8 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubcf4\uc720 \uc885\ubaa9 \ubc0f \uc131\uacfc \ucc28\ud2b8\uac00 \ud3ec\ud568\ub41c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30<\/li>\n\n\n\n<li>\ub2e4\uc6b4\ub85c\ub4dc \uac00\ub2a5\ud55c \ubcf4\uace0\uc11c \ubc0f \uba85\uc138\uc11c<\/li>\n\n\n\n<li>\uc804\uc790 \uc11c\uba85 \ud1b5\ud569\uc744 \ud1b5\ud55c \ubb38\uc11c \uc11c\uba85<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800 \ud300\uacfc\uc758 \uc548\uc804\ud55c \uba54\uc2dc\uc9d5<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \uc124\ubb38\uc9c0 \uc791\uc131<\/li>\n\n\n\n<li>\uc774\ubca4\ud2b8 \ub4f1\ub85d \ubc0f \ucf58\ud150\uce20 \uc18c\ube44<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc635\uc158\uc744 \ud1b5\ud574 \uc740\ud589\uc740 \ub3d9\uc77c\ud55c \ubc31\uc5d4\ub4dc CRM\uc744 \uc0ac\uc6a9\ud558\uba74\uc11c \ube0c\ub79c\ub4dc \uc544\uc774\ub374\ud2f0\ud2f0, \uc9c0\uc6d0 \uc5b8\uc5b4 \ubc0f \uc9c0\uc5ed\ubcc4 \ucf58\ud150\uce20\ub97c \uc801\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\ub124\ubc14\uc758 \ud504\ub77c\uc774\ube57 \ubc45\ud06c\uc640 \uc2f1\uac00\ud3ec\ub974\uc758 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\ub294 \ubaa8\ub450 \uc644\uc804\ud788 \ub2e4\ub978 \uace0\uac1d \ub300\uba74 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\ub294 InvestGlass\ub97c \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud138 \ud65c\ub3d9\uc740 CRM \ud0c0\uc784\ub77c\uc778\uc5d0 \uc790\ub3d9\uc73c\ub85c \ud53c\ub4dc\ubc31\ub429\ub2c8\ub2e4. \ub85c\uadf8\uc778 \ud0c0\uc784\uc2a4\ud0ec\ud504, \ubb38\uc11c \ub2e4\uc6b4\ub85c\ub4dc, \uba54\uc2dc\uc9c0 \uc77d\uae30, \uc124\ubb38\uc9c0 \uc791\uc131 \ub4f1\uc774 \ubaa8\ub450 \uace0\uac1d \uae30\ub85d\uc5d0 \ud45c\uc2dc\ub429\ub2c8\ub2e4. \uc0c1\ub2f4\uc6d0\uc740 \ub204\uac00 \uad00\uc2ec\uc774 \ud544\uc694\ud55c\uc9c0 \ucd94\uce21\ud558\ub294 \ub300\uc2e0 \uc2e4\uc81c \ucc38\uc5ec \uc2e0\ud638\ub97c \uae30\ubc18\uc73c\ub85c \uc0ac\uc804 \uc608\ubc29\uc801 \uc9c0\uc6d0\uc758 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \ubcf4\ub2e4 \uac1c\uc778\ud654\ub418\uace0 \uc2dc\uae30\uc801\uc808\ud55c \uc11c\ube44\uc2a4\ub97c \ud1b5\ud574 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \ucea0\ud398\uc778\uacfc \uc801\ud569\uc131 \uc124\ubb38\uc9c0\ub294 \ud3ec\ud138 \ub0b4\uc5d0\uc11c \ubc14\ub85c \uc2e4\ud589\ub429\ub2c8\ub2e4. \uc218\ub3d9 \ub370\uc774\ud130 \uc785\ub825\uc774\ub098 \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5 \uc5c6\uc774 \uacb0\uacfc\uac00 CRM \uae30\ub85d\uc5d0 \uc790\ub3d9\uc73c\ub85c \ucea1\ucc98\ub429\ub2c8\ub2e4. \uace0\uac1d \uc140\ud504 \uc11c\ube44\uc2a4\uc640 \uc5b4\ub4dc\ubc14\uc774\uc800 \uac00\uc2dc\uc131 \uac04\uc758 \uc774\ub7ec\ud55c \ud3d0\uc1c4\ud615 \ub8e8\ud504\ub294 \uace0\uac1d \ucc38\uc5ec\uc640 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-other-leading-crms-used-in-wealth-management\">\uc790\uc0b0 \uad00\ub9ac\uc5d0 \uc0ac\uc6a9\ub418\ub294 \ub2e4\ub978 \uc8fc\uc694 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uc790\uc0b0 \uad00\ub9ac\uc790\ub4e4\uc740 \uaddc\ubaa8, \uc9c0\uc5ed, \uc6b4\uc601\uc758 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c \uae00\ub85c\ubc8c CRM \uc81c\ud488\uad70 \ub610\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\ubcc4 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uace0\uac1d \ucc38\uc5ec\ub97c \uac1c\uc120\ud558\uace0, \uaddc\uc815 \uc900\uc218\ub97c \uac04\uc18c\ud654\ud558\uba70, \uaddc\uc81c \uae30\uad00\uc758 \uc8fc\uc694 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc790\ub3d9\ud654\ud558\uae30 \uc704\ud574 \uc804\ubb38 \uae08\uc735 \uc11c\ube44\uc2a4 CRM \ud50c\ub7ab\ud3fc\uc744 \ucc44\ud0dd\ud558\ub294 \uc0ac\ub840\uac00 \uc810\uc810 \ub354 \ub9ce\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub370\uc774\ud130 \uc8fc\uad8c \ud45c\uc900, \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uae4a\uc774, \ud1b5\ud569 \uc628\ubcf4\ub529 \uae30\ub2a5\uc740 \uc774\ub7ec\ud55c \ud50c\ub7ab\ud3fc\ub9c8\ub2e4 \ub9e4\uc6b0 \ub2e4\uc591\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud658\uacbd\uc744 \uc774\ud574\ud558\uba74 \uc758\uc0ac \uacb0\uc815\uad8c\uc790\ub294 \uac01 \uc194\ub8e8\uc158\uc774 \uc801\ud569\ud55c \ubd80\ubd84\uacfc \ucd94\uac00 \ub3c4\uad6c\uac00 \ud544\uc694\ud560 \uc218 \uc788\ub294 \ubd80\ubd84\uc744 \ud30c\uc545\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc139\uc158\uc5d0\uc11c\ub294 \uc798 \uc54c\ub824\uc9c4 \uba87 \uac00\uc9c0 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \uade0\ud615 \uc7a1\ud78c \uac1c\uc694\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uac01 \ud50c\ub7ab\ud3fc\uc740 \ud2b9\uc815 \uae30\uc5c5 \ud504\ub85c\ud544\uc5d0 \uc801\ud569\ud55c \uac15\uc810\uc774 \uc788\ub294 \ubc18\uba74 \ubcf5\uc7a1\ud55c \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ud658\uacbd\uc5d0\ub294 \ud55c\uacc4\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce-financial-services-cloud\">Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc\ub294 \ub300\ud615 \uc740\ud589, \ubcf4\ud5d8\uc0ac \ubc0f \uc790\uc0b0 \uad00\ub9ac \uadf8\ub8f9\uc744 \uc704\ud55c \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ud45c\uc900\uc785\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uad6c\ud604 \ud30c\ud2b8\ub108\uc640 AppExchange \ud1b5\ud569\uc73c\ub85c \uad6c\uc131\ub41c \uad11\ubc94\uc704\ud55c \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc758 \uc774\uc810\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubd80\ub97c \uc9c0\ud5a5\ud558\ub294 \uac15\uc810:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac00\uad6c \ubaa8\ub378\ub9c1 \ubc0f \uad00\uacc4 \uc2dc\uac01\ud654<\/li>\n\n\n\n<li>\uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4 \uc804\ubc18\uc758 \uae30\ud68c \ucd94\uc801<\/li>\n\n\n\n<li>API\ub97c \ud1b5\ud55c \uc678\ubd80 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uacfc\uc758 \ud1b5\ud569<\/li>\n\n\n\n<li>\uac15\ub825\ud55c \ubd84\uc11d \ubc0f \ubcf4\uace0 \uae30\ub2a5<\/li>\n\n\n\n<li>\uae08\uc735 \uc11c\ube44\uc2a4 \ubd80\ubb38 \uc804\ubc18\uc5d0\uc11c \uc785\uc9c0 \uad6c\ucd95<\/li>\n\n\n\n<li>\uace0\uac1d \uc11c\ube44\uc2a4 \ub2f4\ub2f9\uc790\uac00 \ud1b5\ud569 CRM \uae30\ub2a5\uacfc AI \ub3c4\uad6c\ub97c \ud1b5\ud574 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \uad00\ub9ac\ud558\uace0, \ubb38\uc81c\ub97c \uc2e0\uc18d\ud558\uac8c \ud574\uacb0\ud558\uba70, \uc77c\uad00\ub41c \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uc2dc \uace0\ub824 \uc0ac\ud56d:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uad6c\ud604\uc5d0\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc0c1\ub2f9\ud55c \uc2dc\uac04\uacfc \uc678\ubd80 \ucee8\uc124\ud305 \ub9ac\uc18c\uc2a4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc9c0\uc18d\uc801\uc778 \uad00\ub9ac\ub97c \uc704\ud574\uc11c\ub294 \uc804\ub2f4 IT \uc9c1\uc6d0\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub370\uc774\ud130 \ud638\uc2a4\ud305\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uae00\ub85c\ubc8c \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc(AWS, Azure, Google Cloud)\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc5c4\uaca9\ud55c \ub370\uc774\ud130 \uc8fc\uad8c \uc815\ucc45\uc744 \uac00\uc9c4 \uae30\uad00\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc790\uc0b0\ubcc4 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc704\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc5d0\ub294 \uac1c\ubc1c \ub178\ub825\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc\ub294 \uc131\uc219\ud55c IT \uc870\uc9c1\uacfc \uad6c\ud604 \ud30c\ud2b8\ub108\ub97c \uc704\ud55c \uc608\uc0b0\uc744 \uac16\ucd98 \ub300\ud615 \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\uad00\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4. \uc18c\uaddc\ubaa8 \ubbfc\uac04 \uc740\ud589\uc774\ub098 \uc678\ubd80 \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\ub294 \ucd1d\uc18c\uc720\ube44\uc6a9\uc774 \uc81c\uacf5\ub418\ub294 \uac00\uce58\ub97c \ucd08\uacfc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-microsoft-dynamics-365-for-financial-services\">\uae08\uc735 \uc11c\ube44\uc2a4\uc6a9 Microsoft Dynamics 365<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4\uc6a9 Microsoft \ud074\ub77c\uc6b0\ub4dc\uc640 \uacb0\ud569\ub41c Microsoft Dynamics 365\ub294 \uc774\ubbf8 Microsoft 365, Azure, Teams\uc5d0 \ud22c\uc790\ud55c \uae30\uad00\uc5d0\uac8c \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc775\uc219\ud55c \uc778\ud130\ud398\uc774\uc2a4\ub97c \ud65c\uc6a9\ud558\uace0 \uc0c1\ub2f4\uc0ac\uac00 \ub9e4\uc77c \uc0ac\uc6a9\ud558\ub294 \uc0dd\uc0b0\uc131 \ub3c4\uad6c\uc640 \ud1b5\ud569\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud575\uc2ec \uae30\ub2a5:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5f0\ub77d\ucc98 \ubc0f \uacc4\uc815 \ucd94\uc801\uc744 \ud1b5\ud55c \uad00\uacc4 \uad00\ub9ac<\/li>\n\n\n\n<li>\uc2e0\uaddc \ube44\uc988\ub2c8\uc2a4 \uac1c\ubc1c\uc744 \uc704\ud55c \ud30c\uc774\ud504\ub77c\uc778 \uad00\ub9ac<\/li>\n\n\n\n<li>\ub9de\ucda4\ud615 \uc6cc\ud06c\ud50c\ub85c \ubc0f \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uad6c\ucd95\uc744 \uc704\ud55c Power Platform<\/li>\n\n\n\n<li>\uacf5\ub3d9 \uc791\uc5c5 \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc704\ud55c \ud300 \ud1b5\ud569<\/li>\n\n\n\n<li>\uc5d4\ud130\ud504\ub77c\uc774\uc988\uae09 \ubcf4\uc548 \ubc0f \uaddc\uc815 \uc900\uc218 \uc778\uc99d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc790\uc0b0\ubcc4 \uace0\ub824 \uc0ac\ud56d:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud2b9\uc218 \uc790\uc0b0 \uae30\ub2a5(KYC \ud750\ub984, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30)\uc740 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uac1c\ubc1c \ub610\ub294 \ud0c0\uc0ac \uc560\ub4dc\uc628\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc9c0\uc5ed Azure \ub370\uc774\ud130 \uc13c\ud130\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ub370\uc774\ud130 \ud638\uc2a4\ud305\uc740 \uc2a4\uc704\uc2a4 \uc2a4\ud0c0\uc77c\uc758 \uc8fc\uad8c \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uc9c0 \uc54a\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>Microsoft \uc2a4\ud0dd \uc720\uc9c0 \uad00\ub9ac\uc5d0 \uc775\uc219\ud55c IT \ubd80\uc11c\uac00 \uc788\ub294 \uc870\uc9c1\uc5d0 \uac00\uc7a5 \uc801\ud569\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub530\ub77c \uad6c\ud604 \ubcf5\uc7a1\uc131\uc774 \uc99d\uac00\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Dynamics 365\ub294 \ub0b4\ubd80 \uac1c\ubc1c \uc5ed\ub7c9\uc744 \uac16\ucd98 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0\uc11c \uc774\ubbf8 Microsoft\uc758 \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc5d0 \uc804\ub150\ud558\uace0 \uc788\ub294 \uacbd\uc6b0\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4. \ud134\ud0a4 \uc790\uc0b0 \uad00\ub9ac \uc194\ub8e8\uc158\uc744 \ucc3e\ub294 \uae30\uc5c5\uc740 \ubaa9\uc801\uc5d0 \ub9de\uac8c \uad6c\ucd95\ub41c \ub300\uc548\uc744 \uc120\ud638\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-advisor-focused-crms-wealthbox-redtail-etc\">\uc5b4\ub4dc\ubc14\uc774\uc800 \uc911\uc2ec CRM(\uc6f0\uc2a4\ubc15\uc2a4, \ub808\ub4dc\ud14c\uc77c \ub4f1)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox \ubc0f Redtail CRM\uacfc \uac19\uc740 \ub3c4\uad6c\ub294 \ubd81\ubbf8 RIA \ubc0f \ub3c5\ub9bd \uc7ac\uc815 \uc790\ubb38\uac00\ub4e4\uc5d0\uac8c \uc778\uae30\uac00 \ub192\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub3c4\uad6c\uc758 \uac15\uc810\uc740 \uc18c\uaddc\ubaa8 \uc5c5\ubb34\uc5d0 \uc801\ud569\ud558\ub3c4\ub85d \uc124\uacc4\ub41c \ub2e8\uc21c\uc131\uacfc \uc5b4\ub4dc\ubc14\uc774\uc800 \uce5c\ud654\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc77c\ubc18\uc801\uc778 \uac15\uc810:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud65c\ub3d9 \ucd94\uc801\uc744 \ud1b5\ud55c \uc5f0\ub77d\ucc98 \uad00\ub9ac\ub85c \uc0c1\ub2f4\uc0ac\uac00 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc804\ubc18\uc5d0 \uac78\uccd0 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \uad00\ub9ac\ud558\uace0 \ubaa8\ub2c8\ud130\ub9c1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc791\uc5c5 \uc6cc\ud06c\ud50c\ub85c \ubc0f \ubbf8\ub9ac \uc54c\ub9bc<\/li>\n\n\n\n<li>\uc8fc\uc694 \uc81c\uacf5\uc5c5\uccb4\uc640\uc758 \uc774\uba54\uc77c \ud1b5\ud569<\/li>\n\n\n\n<li>SEC\/FINRA \uc694\uac74\uc744 \uc704\ud55c \uae30\ubcf8 \uaddc\uc815 \uc900\uc218 \ub85c\uae45<\/li>\n\n\n\n<li>\ud559\uc2b5 \uace1\uc120\uc774 \ub0ae\uc740 \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubcf5\uc7a1\ud55c \uc790\uc0b0 \uad00\ub9ac\uc758 \ud55c\uacc4:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc77c\ubc18\uc801\uc73c\ub85c \ubcc4\ub3c4\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uc7ac\ubb34 \uacc4\ud68d \ub3c4\uad6c\uc640\uc758 \ud1b5\ud569\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub2e4\uc911 \uc608\uc57d \uc13c\ud130 \uc6b4\uc601\uc5d0 \ub300\ud55c \uc81c\ud55c\uc801 \uc9c0\uc6d0<\/li>\n\n\n\n<li>\ud638\uc2a4\ud305\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \ubbf8\uad6d \uae30\ubc18 \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>EU \ub610\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uac70\uc8fc \uc694\uac74\uc744 \ucda9\uc871\ud558\uc9c0 \ubabb\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub35c \uc815\uad50\ud55c \uac00\uad6c \ubc0f \uad00\uacc4 \ub9e4\ud551<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox\uc640 Redtail\uc740 \uc18c\uaddc\ubaa8 \uc790\ubb38 \uc5c5\ubb34\ub97c \ud6a8\uacfc\uc801\uc73c\ub85c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubcf8\uaca9\uc801\uc778 \uaddc\ubaa8\uc758 \ud504\ub77c\uc774\ube57 \ubc45\ud06c\uc640 \uc5ec\ub7ec \uad00\ud560\uad8c\uc758 \uc790\uc0b0 \uad00\ub9ac\uc0ac\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \ubcf5\uc7a1\uc131\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \uc774\ub7ec\ud55c \ud50c\ub7ab\ud3fc\uc744 \ub2a5\uac00\ud569\ub2c8\ub2e4. \uc5ec\ub7ec \uac1c\uc758 \ud1b5\ud569 \uc2dc\uc2a4\ud15c\uc774 \ud544\uc694\ud558\uae30 \ub54c\ubb38\uc5d0 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\uac00 \uc0dd\uae38 \uc218 \uc788\ub294\ub370, InvestGlass\uc640 \uac19\uc740 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc740 \uc774\ub97c \uc81c\uac70\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1344\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98.png\" alt=\"2026\ub144 \ucd5c\uace0\uc758 \uc790\uc0b0 \uad00\ub9ac\uc6a9 CRM\" class=\"wp-image-48361\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98.png 1344w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98-300x171.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98-1024x585.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98-768x439.png 768w\" sizes=\"(max-width: 1344px) 100vw, 1344px\" \/><figcaption class=\"wp-element-caption\">2026\ub144 \ucd5c\uace0\uc758 \uc790\uc0b0 \uad00\ub9ac\uc6a9 CRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-to-prioritize-in-a-wealth-management-crm\">\uc790\uc0b0 \uad00\ub9ac CRM\uc5d0\uc11c \uc6b0\uc120\uc21c\uc704\ub97c \ub450\uc5b4\uc57c \ud560 \uc8fc\uc694 \uae30\ub2a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\ub2a5 \ubaa9\ub85d\uc740 \uc758\uc0ac \uacb0\uc815\uad8c\uc790\ub97c \uc555\ub3c4\ud569\ub2c8\ub2e4. \uc218\ubc31 \uac1c\uc758 \uccb4\ud06c\ubc15\uc2a4\ub294 \uc2e4\uc81c\ub85c \uc911\uc694\ud55c \uac83\uc744 \ubaa8\ud638\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \ud604\uba85\ud55c \ud3c9\uac00\uc790\ub294 \uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c CRM\uc758 \uc131\uacf5\uc744 \uacb0\uc815\ud558\ub294 \uc138 \uac00\uc9c0 \uc694\uc18c\uc778 \uaddc\uc81c \uc548\uc804\uc131, \uc5b4\ub4dc\ubc14\uc774\uc800 \uc0dd\uc0b0\uc131, \uace0\uac1d \uacbd\ud5d8\uacfc \uae34\ubc00\ud558\uac8c \uc5f0\uacb0\ub41c \uae30\ub2a5\uc758 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c\uacfc \uac19\uc740 \uc911\uc694 \ubc94\uc8fc\ub97c \uc911\uc810\uc801\uc73c\ub85c \ud3c9\uac00\ud569\ub2c8\ub2e4: \ud074\ub77c\uc774\uc5b8\ud2b8 360 \ubc0f \uad00\uacc4 \ub9e4\ud551, \uc628\ubcf4\ub529 \ubc0f KYC\/AML \uc6cc\ud06c\ud50c\ub85c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130 \ubc0f \uc801\ud569\uc131 \uac10\ub3c5, \uc790\ub3d9\ud654 \ubc0f AI, \uaddc\uc815 \uc900\uc218 \ubc0f \uac10\uc0ac \ucd94\uc801, \ud1b5\ud569 \uae30\ub2a5 \ub4f1\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-360-households-amp-complex-structures\">\ud074\ub77c\uc774\uc5b8\ud2b8 360, \uac00\uc815 \ubc0f \ubcf5\ud569 \uad6c\uc870\ubb3c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc5d0\ub294 \uac1c\ubcc4 \uace0\uac1d\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc804\uccb4 \uad00\uacc4 \ub124\ud2b8\uc6cc\ud06c\ub97c \ub9e4\ud551\ud574\uc57c \ud569\ub2c8\ub2e4. \uac00\uc815\uc740 \uc5ec\ub7ec \uc138\ub300\uc5d0 \uac78\uccd0 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uc871\uc740 \ub2e4\uc591\ud55c \uc218\ub2e8\uc744 \ud1b5\ud574 \uc790\uc0b0\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e0\ud0c1, \uc7ac\ub2e8, \ubc95\uc778\uc740 \uc77c\ubc18\uc801\uc778 CRM \uc2dc\uc2a4\ud15c\uc73c\ub85c\ub294 \ud45c\ud604\ud560 \uc218 \uc5c6\ub294 \ubcf5\uc7a1\ud55c \uacc4\uce35\uc744 \ucd94\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac15\ub825\ud55c \uc7ac\ubb34 CRM\uc774 \ud45c\uc2dc\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5d4\ud2f0\ud2f0 \uac04 \uc18c\uc720\uad8c \uc5f0\uacb0<\/li>\n\n\n\n<li>\uc11c\uba85\uc790 \uad8c\ud55c \ubc0f \uad8c\ud55c \uc218\uc900<\/li>\n\n\n\n<li>\uc218\ud61c\uc790 \ubc0f \uc8fc\uc694 \uace0\uac1d\uacfc\uc758 \uad00\uacc4<\/li>\n\n\n\n<li>\ubc95\ubb34 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc744 \uc704\ud55c \uacc4\uce35 \uad6c\uc870 \uc2dc\uac01\ud654<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4, \uc2f1\uac00\ud3ec\ub974, \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\uc5d0\uc11c 3\ub300\ub97c \uad00\ub9ac\ud558\ub294 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\ub97c \uc608\ub85c \ub4e4\uc5b4 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uac01 \uac00\uc871 \uad6c\uc131\uc6d0\uc740 \uc11c\ub85c \ub2e4\ub978 \uc704\ud5d8 \ud504\ub85c\ud544\uacfc \ud22c\uc790 \uc784\ubb34\ub97c \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubd80\ub294 \uacf5\ub3d9 \uacc4\uc88c\ub97c \uacf5\uc720\ud558\ub294 \ubc18\uba74 \ub2e4\ub978 \uc77c\ubd80\ub294 \ubcc4\ub3c4\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc720\ub2a5\ud55c CRM\uc740 \uc774\ub7ec\ud55c \uc804\uccb4 \uad6c\uc870\ub97c \ud55c \ub208\uc5d0 \ubcf4\uc5ec\uc90c\uc73c\ub85c\uc368 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d\uacfc \uc0c1\ud638 \uc791\uc6a9\ud558\uae30 \uc804\uc5d0 \uc0c1\ud669\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ubc0f \uae30\ud0c0 \uace0\uae09 \uc194\ub8e8\uc158\uc744 \uc0ac\uc6a9\ud558\uba74 \uc138\ub300, \ubc95\uc778 \ub610\ub294 \uc218\uc775\uc801 \uc18c\uc720\uc790\ubcc4\ub85c \uac80\uc0c9\ud558\uace0 \ubcf4\uace0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uae30\ub2a5\uc740 \uad00\ub828 \ub2f9\uc0ac\uc790 \uac04\uc758 \ub178\ucd9c\uc744 \uc9d1\uacc4\ud574\uc57c \ud558\ub294 AML \uac80\uc0ac \ubc0f \uaddc\uc81c \ubcf4\uace0\uc5d0 \ud544\uc218\uc801\uc778 \uae30\ub2a5\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-onboarding-kyc-amp-periodic-reviews\">\uc628\ubcf4\ub529, KYC \ubc0f \uc815\uae30 \uac80\ud1a0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 CRM\uc740 \ucd08\uae30 \uc628\ubcf4\ub529\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc9c0\uc18d\uc801\uc778 \uaddc\uc815 \uc900\uc218 \uad00\ub9ac\uc758 \uc5ec\uc815\uc5d0\uc11c \uc804\uccb4 KYC \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc744 \uc870\uc728\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>KYC \ub2e8\uacc4<\/th><th>\ud0c0\uc774\ubc0d<\/th><th>CRM \uc5ed\ud560<\/th><\/tr><tr><td>\ucd08\uae30 \uc628\ubcf4\ub529<\/td><td>\uacc4\uc88c \uac1c\uc124<\/td><td>\ubb38\uc11c \uc218\uc9d1, \uac80\uc0ac \uc2e4\ud589, \uc2b9\uc778 \ubc1b\uae30<\/td><\/tr><tr><td>\uc8fc\uae30\uc801 \uc0c8\ub85c \uace0\uce68<\/td><td>\uc704\ud5d8\ub3c4\uc5d0 \ub530\ub77c 1~3\ub144\ub9c8\ub2e4<\/td><td>\uac80\ud1a0 \ud2b8\ub9ac\uac70, \uc644\ub8cc \ucd94\uc801, \ubb38\uc11c \uc5c5\ub370\uc774\ud2b8<\/td><\/tr><tr><td>\uc774\ubca4\ud2b8 \uc911\uc2ec \uac80\ud1a0<\/td><td>\uc8fc\uc18c \ubcc0\uacbd, PEP \uc0c1\ud0dc, \uc790\uc0b0 \ucd9c\ucc98<\/td><td>\uc0c1\ud669 \ubcc0\ud654 \uc2dc \uac15\ud654\ub41c \uc2e4\uc0ac \uc2dc\uc791<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uccb4\ud06c\ub9ac\uc2a4\ud2b8, \uc870\uac74\ubd80 \uc6cc\ud06c\ud50c\ub85c, \uc790\ub3d9 \uc54c\ub9bc \uae30\ub2a5\uc73c\ub85c \ud30c\uc77c\uc744 \uc78a\uc5b4\ubc84\ub9ac\ub294 \uc77c\uc774 \uc5c6\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uc99d\uac70 \uc790\ub8cc\ub294 \uac10\uc0ac \uac00\ub2a5\ud55c \ubc29\uc2dd\uc73c\ub85c \uc800\uc7a5\ub418\uc5b4 \uaddc\uc81c \ub2f9\uad6d\uc774 \uba87 \ub144 \ud6c4\uc5d0\ub3c4 \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uc591\uc2dd\uacfc \uace0\uac1d \ud3ec\ud138\uc740 \uc0c8 \uacc4\uc815, \ud558\uc704 \uacc4\uc815 \ub610\ub294 \uc5f0\uacb0\ub41c \ubc95\uc778\uc5d0\uc11c \uae30\uc874 \uace0\uac1d \uc815\ubcf4\ub97c \uc7ac\uc0ac\uc6a9\ud558\uc5ec \ud0a4 \uc7ac\uc124\uc815\uc744 \ucd5c\uc18c\ud654\ud569\ub2c8\ub2e4. \uc774\ubbf8 \uac1c\uc778 \uacc4\uc815\uc5d0 \ub300\ud55c \uc628\ubcf4\ub529\uc744 \uc644\ub8cc\ud55c \uace0\uac1d\uc740 \uc2e0\ud0c1 \uacc4\uc815\uc744 \ucd94\uac00\ud560 \ub54c \uc804\uccb4 \ud504\ub85c\uc138\uc2a4\ub97c \ubc18\ubcf5\ud558\uc9c0 \uc54a\uc544\ub3c4 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc81c \uc601\ud5a5\ub825: InvestGlass\ub97c \uc0ac\uc6a9\ud558\ub294 \uc911\uac04 \uaddc\ubaa8\uc758 EAM\uc740 \uc2b9\uc778 \uccb4\uc778 \ubc0f KYC \uac80\ud1a0 \ub2e8\uacc4\ub97c \uc790\ub3d9\ud654\ud558\uc5ec \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \uba87 \uc8fc\uc5d0\uc11c \uba70\uce60\ub85c \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\ub294 \ub204\ub77d\ub41c \ubb38\uc11c\ub97c \ucd94\uc801\ud558\ub294 \ub300\uc2e0 \ud310\ub2e8\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-integration-suitability-amp-risk-controls\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud1b5\ud569, \uc801\ud569\uc131 \ubc0f \ub9ac\uc2a4\ud06c \uad00\ub9ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \ud22c\uc790 \ucd94\ucc9c\uc740 \uace0\uac1d\uc758 \uc704\ud5d8 \ud504\ub85c\ud544, \ubaa9\ud45c, \uc81c\uc57d \uc870\uac74\uacfc \uc77c\uce58\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \uaddc\uc81c \uc694\uac74\uc740 CRM \ub0b4\uc5d0\uc11c \ub610\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uacfc\uc758 \uae34\ubc00\ud55c \ud1b5\ud569\uc744 \ud1b5\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac00\uc2dc\uc131\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud544\uc218 \uae30\ub2a5\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc218\ud0c1\uc790\ub85c\ubd80\ud130 \uc2e4\uc2dc\uac04 \ub610\ub294 \uc77c\uc77c \ud3ec\uc9c0\uc158 \ub3d9\uae30\ud654<\/li>\n\n\n\n<li>\ubca4\uce58\ub9c8\ud06c \ube44\uad50\uac00 \ud3ec\ud568\ub41c \uc131\ub2a5 \ub300\uc2dc\ubcf4\ub4dc<\/li>\n\n\n\n<li>\uace0\uac1d \uc801\ud569\uc131 \ud3c9\uac00\uc640 \uc5f0\uacc4\ub41c \uc704\ud5d8 \uc810\uc218 \ubd80\uc5ec<\/li>\n\n\n\n<li>\uc2dc\ud589 \ub85c\uc9c1\uc774 \ud3ec\ud568\ub41c \uba85\ub839 \uaddc\uce59<\/li>\n\n\n\n<li>\uc704\ubc18 \uc54c\ub9bc(\ub18d\ub3c4 \uc81c\ud55c, \ube44\uc720\ub3d9\uc131 \uc790\uc0b0 \ud55c\ub3c4)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud575\uc2ec \ubc45\ud0b9 \ub610\ub294 PMS \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ud3ec\uc9c0\uc158\uc744 \uac00\uc838\uc624\uae30 \ub54c\ubb38\uc5d0 \uc801\ud569\uc131 \ud655\uc778\uacfc \ud22c\uc790\uc704\uc6d0\ud68c \ubcf4\uace0\uac00 \uac04\ub2e8\ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ucd94\ucc9c\uc744 \ud558\uae30 \uc804\uc5d0 \uace0\uac1d\uc774 \ubcf4\uc720\ud55c \uc790\uc0b0\uc744 \uc815\ud655\ud788 \ud655\uc778\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub2f9\uad6d\uc740 \uad8c\uc7a5 \uc0ac\ud56d\ubd80\ud130 \uc2e4\ud589\uae4c\uc9c0 \uc644\uc804\ud55c \ucd94\uc801\uc131\uc744 \uc810\uc810 \ub354 \uae30\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CRM\uc740 \ubaa8\ub4e0 \uc81c\uc548\uc758 \uadfc\uac70, \ud544\uc694\ud55c \uacbd\uc6b0 \uc0c1\uc0ac\uc758 \uc2b9\uc778, \uace0\uac1d \ub3d9\uc758 \ubb38\uc11c\ub97c \uae30\ub85d\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac10\uc0ac \ucd94\uc801\uc740 \uace0\uac1d\uacfc \uae30\uad00 \ubaa8\ub450\ub97c \ubcf4\ud638\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-workflows-amp-ai-assistance\">\uc790\ub3d9\ud654, \uc6cc\ud06c\ud50c\ub85c \ubc0f AI \uc9c0\uc6d0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud575\uc2ec \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654 \uae30\ub2a5\uc740 \uc0c1\ub2f4\uc0ac\uc758 \uc0dd\uc0b0\uc131\uc744 \ud601\uc2e0\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc791\uc5c5 \ub77c\uc6b0\ud305<\/strong>: \uace0\uac1d \uc138\uadf8\uba3c\ud2b8 \ub610\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc601\uc5ed\uc5d0 \ub530\ub77c \ud6c4\uc18d \uc870\uce58 \uc790\ub3d9 \ud560\ub2f9<\/li>\n\n\n\n<li><strong>\uc2b9\uc778 \uccb4\uc778<\/strong>: \uace0\uac00 \uac70\ub798 \ub610\ub294 \ubbfc\uac10\ud55c \ubcc0\uacbd \uc0ac\ud56d\uc740 \uc801\uc808\ud55c \uac80\ud1a0\uc790\ub97c \ud1b5\ud574 \ub77c\uc6b0\ud305\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ubbf8\ub9ac \uc54c\ub9bc \uc2dc\uc2a4\ud15c<\/strong>: \uac80\ud1a0 \ud68c\uc758, \uc0dd\uc77c \uc804\ud654 \ub610\ub294 KYC \ub9c8\uac10\uc77c\uc744 \ub193\uce58\uc9c0 \ub9c8\uc138\uc694.<\/li>\n\n\n\n<li><strong>\ud15c\ud50c\ub9bf \uc2dc\ud000\uc2a4<\/strong>: \uc628\ubcf4\ub529, \uc5f0\ub840 \uac80\ud1a0 \ubc0f \uacc4\uc815 \ud574\uc9c0 \ud504\ub85c\uc138\uc2a4 \ud45c\uc900\ud654<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uae30\ubc18 \ub3c4\uc6b0\ubbf8\ub294 \uc778\uac04\uc758 \ud310\ub2e8\ub825\uc744 \ub300\uccb4\ud558\uc9c0 \uc54a\uace0 \ubcf4\uac15\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud68c\uc758 \ub178\ud2b8\ub97c CRM \uc5c5\ub370\uc774\ud2b8\ub85c \uc694\uc57d<\/li>\n\n\n\n<li>\uace0\uac1d \ud589\ub3d9 \ubc0f \uc0dd\ud65c \uc774\ubca4\ud2b8\uc5d0 \uae30\ubc18\ud55c \ucc28\uc120\ucc45 \uc81c\uc548<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc8fc\uc758\uac00 \ud544\uc694\ud55c \ube44\uc815\uc0c1\uc801\uc778 \ud328\ud134 \uac10\uc9c0<\/li>\n\n\n\n<li>\uc778\ubc14\uc6b4\ub4dc \ubb38\uc11c\ub97c \uc801\uc808\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \ud30c\uc77c\ub85c \ubd84\ub958<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub294 \ube44\uc988\ub2c8\uc2a4 \uc0ac\uc6a9\uc790\uac00 \uad6c\uc131\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ub4dc\ub798\uadf8 \uc564 \ub4dc\ub86d \ubc29\uc2dd\uc758 \uc6cc\ud06c\ud50c\ub85c \ud3b8\uc9d1\uae30\ub97c \ud1b5\ud574 \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \ud300\uc740 IT \ubc31\ub85c\uadf8 \uc5c6\uc774 \ud504\ub85c\uc138\uc2a4\ub97c \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud0c0\uc0ac AI \ud074\ub77c\uc6b0\ub4dc\ub85c \uc804\uc1a1\ud560 \uc218 \uc5c6\ub294 \uae30\uad00\uc5d0 \uc911\uc694\ud55c \uc2a4\uc704\uc2a4 \ubc95\uc801 \ud14c\ub450\ub9ac \ub0b4\uc5d0\uc11c AI\uc640 \uc790\ub3d9\ud654\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-audit-trails-amp-security\">\uaddc\uc815 \uc900\uc218, \uac10\uc0ac \ucd94\uc801 \ubc0f \ubcf4\uc548<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud544\uc218 \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc740 \ubaa8\ub4e0 \uc790\uc0b0 \uad00\ub9ac CRM\uc758 \uae30\ucd08\ub97c \ud615\uc131\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uc694\uad6c \uc0ac\ud56d<\/th><th>\uad6c\ud604<\/th><\/tr><tr><td>\ubd88\ubcc0 \ub85c\uadf8<\/td><td>\ud0c0\uc784\uc2a4\ud0ec\ud504\uc640 \uc0ac\uc6a9\uc790 ID\ub85c \uae30\ub85d\ub41c \ubaa8\ub4e0 \ubcc0\uacbd \uc0ac\ud56d<\/td><\/tr><tr><td>\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc544\uce74\uc774\ube0c<\/td><td>\uc804\uccb4 \ucee8\ud14d\uc2a4\ud2b8\uc640 \ud568\uaed8 \uc800\uc7a5\ub41c \ubaa8\ub4e0 \ud074\ub77c\uc774\uc5b8\ud2b8 \uba54\uc2dc\uc9c0<\/td><\/tr><tr><td>\uc5ed\ud560 \uae30\ubc18 \uad8c\ud55c<\/td><td>\uae30\ub2a5\uc5d0 \ub530\ub77c \uc561\uc138\uc2a4\uac00 \uc81c\ud55c\ub418\uace0 \uc54c\uc544\uc57c \ud560 \uc0ac\ud56d<\/td><\/tr><tr><td>\ud3ec \uc544\uc774\uc988 \ucee8\ud2b8\ub864<\/td><td>\ubbfc\uac10\ud55c \uc5c5\ub370\uc774\ud2b8\ub294 2\ucc28 \uc2b9\uc778\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/td><\/tr><tr><td>\uc815\ucc45 \ubb38\uc11c<\/td><td>\uc808\ucc28 \ub0b4\uc7a5 \ubc0f \uc561\uc138\uc2a4 \uac00\ub2a5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc644\uc804\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud574 \uaddc\uc81c \ub2f9\uad6d\uc758 \uc9c8\uc758, \ub0b4\ubd80 \uc870\uc0ac, \uace0\uac1d \ubd88\ub9cc \uc0ac\ud56d\uc5d0 \uc2e0\uc18d\ud558\uac8c \ub300\uc751\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac10\ub3c5\uc790\uac00 \u201c\ub204\uac00 \uc774 \uac70\ub798\ub97c \uc2b9\uc778\ud588\uc2b5\ub2c8\uae4c?\u201d\ub77c\uace0 \uc9c8\ubb38\ud558\uba74 \uc815\ud655\ud55c \uc99d\uac70\uc640 \ud568\uaed8 \uba87 \ucd08 \uc548\uc5d0 \ub2f5\ubcc0\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac15\ub825\ud55c \uc554\ud638\ud654, SSO \ubc0f \ub2e4\ub2e8\uacc4 \uc778\uc99d, \ubbfc\uac10\ud55c \uc561\uc138\uc2a4\uc5d0 \ub300\ud55c IP \uc81c\ud55c, \uc9c0\uc810 \ub610\ub294 \uc608\uc57d \uc13c\ud130 \uac04\uc758 \ubd84\ub9ac \ub4f1 \ubcf4\uc548\uc5d0 \ub300\ud55c \uae30\ub300\uce58\uac00 \ub192\uc2b5\ub2c8\ub2e4. InvestGlass\uc758 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ubc0f \uaddc\uc815 \uc900\uc218 \uc9c0\ud5a5 \uc124\uacc4\ub294 \uac10\uc0ac\uad00\uc758 \uc0c1\ud638 \uc791\uc6a9\uc744 \uac04\uc18c\ud654\ud558\uace0 \uaddc\uc81c \uac80\uc0ac\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-the-best-crm-for-your-wealth-management-firm\">\uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0 \uac00\uc7a5 \uc801\ud569\ud55c CRM\uc744 \uc120\ud0dd\ud558\ub294 \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u201c\uc81c\ub124\ubc14\uc758 \ud504\ub77c\uc774\ube57 \ubc45\ud06c, \ub7f0\ub358\uc758 \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790, \ub450\ubc14\uc774\uc758 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0 \ub530\ub77c \u201d\ucd5c\uace0'\ub294 \ub2e4\ub97c \uac83\uc785\ub2c8\ub2e4. \ubaa9\ud45c\ub294 \uac1d\uad00\uc801\uc73c\ub85c \uc644\ubcbd\ud55c \ud50c\ub7ab\ud3fc\uc744 \ucc3e\ub294 \uac83\uc774 \uc544\ub2c8\ub77c CRM \uc5ed\ub7c9, \ube44\uc988\ub2c8\uc2a4 \uc804\ub7b5, \uc704\ud5d8 \uc131\ud5a5 \uac04\uc758 \uc870\ud654\ub97c \uc774\ub8e8\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uc870\ud654\ub41c \ud3c9\uac00 \uc811\uadfc \ubc29\uc2dd\uc740 \uc758\uc0ac \uacb0\uc815 \ub9c8\ube44\ub97c \ubc29\uc9c0\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\ub0b4\ubd80 \ud504\ub85c\uc138\uc2a4 \ud3c9\uac00 \ubc0f \ubd80\uc871\ud55c \ubd80\ubd84 \ud30c\uc545<\/li>\n\n\n\n<li>\uc2e4\uc81c \uc6b4\uc601 \uc694\uad6c \uc0ac\ud56d\uc744 \uae30\ubc18\uc73c\ub85c \ud544\uc218 \uae30\ub2a5\uc744 \uc815\uc758\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubc95\ub960 \ubc0f \uaddc\uc815 \uc900\uc218\ub97c \ud1b5\ud55c \ub370\uc774\ud130 \ubcf4\uc874 \uc694\uac74 \ud655\uc778<\/li>\n\n\n\n<li>\uacf5\uae09\uc5c5\uccb4\uc758 \uc548\uc815\uc131 \ubc0f \uc7a5\uae30\uc801\uc778 \uc2e4\ud589 \uac00\ub2a5\uc131 \ud3c9\uac00<\/li>\n\n\n\n<li>\ud604\uc2e4\uc801\uc778 \uc0ac\uc6a9 \uc0ac\ub840\ub85c \uac1c\ub150 \uc99d\uba85 \uc2e4\ud589<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc2a4\ud15c\uc744 \ub9e4\uc77c \uc0ac\uc6a9\ud558\ub294 \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \ucc45\uc784\uc790, \ud6a8\uc728\uc131\uc744 \uc5fc\ub824\ud558\ub294 \ucd5c\uace0\uc6b4\uc601\ucc45\uc784\uc790, \uaddc\uc81c \ub9ac\uc2a4\ud06c\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, \uae30\uc220\uc801 \uc801\ud569\uc131\uc744 \ud3c9\uac00\ud558\ub294 IT\/\ubcf4\uc548 \ud300 \ub4f1 \ubaa8\ub4e0 \uc774\ud574\uad00\uacc4\uc790\ub97c \uc870\uae30\uc5d0 \ucc38\uc5ec\uc2dc\ud0a4\uc138\uc694. \uc678\ubd80 \ucee8\uc124\ud134\ud2b8\ub294 \uc720\uc6a9\ud55c \uad00\uc810\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc6b4\uc601 \ud604\uc2e4\uacfc \ub3d9\ub5a8\uc5b4\uc9c4 \uacb0\uc815\uc744 \ub0b4\ub9ac\uac8c \ud574\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc120\ud0dd\ud558\uae30 \uc804\uc5d0 \uc608\uc0c1\ub418\ub294 \ud61c\ud0dd\uc744 \uc815\ub7c9\ud654\ud569\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uc2dc\uac04 \ub2e8\ucd95. KYC \uc608\uc678 \uac10\uc18c. \uad50\ucc28 \ud310\ub9e4 \uc131\uacf5\ub960 \uc99d\uac00. \uc218\ub3d9 \ubcf4\uace0 \uc791\uc5c5\ub7c9 \uac10\uc18c. \uc774\ub7ec\ud55c \uba54\ud2b8\ub9ad\uc740 \ucc45\uc784\uac10\uc744 \ubd80\uc5ec\ud558\uace0 \ud22c\uc790\ub97c \uc815\ub2f9\ud654\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc81c\ud488 \ubc0f \uad6c\ud604 \ud30c\ud2b8\ub108\ub85c\uc11c \uc790\uc0b0 \uad00\ub9ac \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\ub294 \uad6c\uc131 \uc9c0\uc6d0, \uad50\uc721 \ubc0f \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-assess-your-current-processes-amp-gap-areas\">\ud604\uc7ac \ud504\ub85c\uc138\uc2a4 \ubc0f \ubd80\uc871\ud55c \ubd80\ubd84 \ud3c9\uac00\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc7ac \ud074\ub77c\uc774\uc5b8\ud2b8 \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc758 \ub9e4\ud551 \uc5f0\uc2b5\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub9ac\ub4dc \ucea1\ucc98<\/strong>: \uc7a0\uc7ac \uace0\uac1d\uc740 \uc5b4\ub5bb\uac8c \ud30c\uc774\ud504\ub77c\uc778\uc5d0 \uc9c4\uc785\ud558\ub098\uc694?<\/li>\n\n\n\n<li><strong>\uc628\ubcf4\ub529<\/strong>: \uacc4\uc57d\uacfc \uccab \ud22c\uc790 \uc0ac\uc774\uc5d0\ub294 \uc5b4\ub5a4 \ub2e8\uacc4\uac00 \uc788\ub098\uc694?<\/li>\n\n\n\n<li><strong>\uc801\ud569\uc131<\/strong>: \uc704\ud5d8 \ud504\ub85c\ud544\uc740 \uc5b4\ub5bb\uac8c \uc218\uc9d1\ud558\uace0 \ud22c\uc790 \ucd94\ucc9c\uc740 \uc5b4\ub5bb\uac8c \ubb38\uc11c\ud654\ud558\ub098\uc694?<\/li>\n\n\n\n<li><strong>\uc9c0\uc18d\uc801\uc778 \uc11c\ube44\uc2a4<\/strong>: \uac80\ud1a0 \ud68c\uc758\ub294 \uc5b4\ub5bb\uac8c \uc608\uc57d\ud558\uace0 \ubb38\uc11c\ud654\ud558\ub098\uc694?<\/li>\n\n\n\n<li><strong>\uc624\ud504\ubcf4\ub529<\/strong>: \uad00\uacc4\uac00 \ub05d\ub098\uba74 \uc5b4\ub5bb\uac8c \ub418\ub098\uc694?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc815\uc9c1\ud558\uac8c \ud30c\uc545\ud558\uc138\uc694. \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 KYC \ucd94\uc801\uc744 \uc704\ud574 \uc218\ub3d9 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub97c \uc720\uc9c0 \uad00\ub9ac\ud558\uace0 \uc788\ub098\uc694? \uc911\uc559 \ud074\ub77c\uc774\uc5b8\ud2b8 \ubdf0\uac00 \uc5c6\uc5b4 5\uac1c\uc758 \uc11c\ub85c \ub2e4\ub978 \uc2dc\uc2a4\ud15c \uac04\uc5d0 \uc804\ud658\ud574\uc57c \ud558\ub098\uc694? \uaddc\uc815 \uc900\uc218 \ubc0f \uc790\ubb38 \ud300\uc774 \ub2e8\uc808\ub41c \ub370\uc774\ud130 \uc18c\uc2a4\uc5d0\uc11c \uc791\uc5c5\ud558\uace0 \uc788\ub098\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\uc5c5\uccb4\uc758 \uae30\ub2a5 \uce74\ud0c8\ub85c\uadf8\uac00 \uc544\ub2cc \uc2e4\uc81c \ube44\ud6a8\uc728\uc131\uc744 \uae30\uc900\uc73c\ub85c \uc6b0\uc120\uc21c\uc704\uac00 \uc9c0\uc815\ub41c \u201c\uaf2d \ud544\uc694\ud55c \uae30\ub2a5 \ub300 \uc788\uc73c\uba74 \uc88b\uc740 \uae30\ub2a5\u201d \ubaa9\ub85d\uc744 \ub9cc\ub4dc\uc138\uc694. \uc911\uac04 \uaddc\ubaa8\uc758 EAM\uc5d0\uc11c\ub294 40%\uc758 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc2dc\uac04\uc774 \uc218\ub3d9 \ubcf4\uace0 \ubc0f KYC \ud6c4\uc18d \uc870\uce58\ub85c \uc0ac\ub77c\uc9c4\ub2e4\ub294 \uc0ac\uc2e4\uc744 \ubc1c\uacac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc1c\uacac\uc740 \uc77c\ubc18\uc801\uc778 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ubcf4\ub2e4 \ub354 \ud6a8\uacfc\uc801\uc73c\ub85c CRM \uc694\uad6c \uc0ac\ud56d\uc744 \uad6c\uccb4\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-define-data-sovereignty-amp-regulatory-requirements\">\ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \uaddc\uc81c \uc694\uac74 \uc815\uc758\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc95\ubb34 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc740 \ub370\uc774\ud130\uac00 \uc800\uc7a5\ub420 \uc218 \uc788\ub294 \uc704\uce58\ub97c \uc9c0\uc815\ud574\uc57c \ud569\ub2c8\ub2e4. \ub2f5\ubcc0\ud574\uc57c \ud560 \uc9c8\ubb38:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2a4\uc704\uc2a4\ub9cc?<\/li>\n\n\n\n<li>EU \ub370\uc774\ud130 \uc13c\ud130\ub294 \ud5c8\uc6a9\ub418\ub098\uc694?<\/li>\n\n\n\n<li>\ud2b9\uc815 \uad6d\uac00 \uc694\uad6c \uc0ac\ud56d(\ub3c5\uc77c, \ud504\ub791\uc2a4, \uc601\uad6d)\uc774 \uc788\ub098\uc694?<\/li>\n\n\n\n<li>\uc5b4\ub5a4 \uaddc\uc815\uc774 \uc801\uc6a9\ub418\ub098\uc694? FINMA, BaFin, FCA, GDPR, \uae30\ud0c0?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\uce58\uc801\uc73c\ub85c \ubbfc\uac10\ud55c \uc9c0\uc5ed\uc774\ub098 \uad6d\uacbd\uc744 \ub118\ub294 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\uad00\uc740 \uc9c0\uc815\ud559\uc801 \ubc0f \ubc95\uc801 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud574 \uc2a4\uc704\uc2a4 \uc8fc\uad8c \ud638\uc2a4\ud305\uc744 \uc120\ud638\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc \ubc95\uc740 \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uc5d0 \uc800\uc7a5\ub41c \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc7a0\uc7ac\uc801 \ub178\ucd9c\uc744 \uc57c\uae30\ud558\ub294\ub370, InvestGlass\uc640 \uac19\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \uc194\ub8e8\uc158\uc740 \uc774\ub7ec\ud55c \uc6b0\ub824\ub97c \ud574\uc18c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc554\ud638\ud654 \ud45c\uc900, \uc561\uc138\uc2a4 \uc81c\uc5b4 \uc694\uad6c \uc0ac\ud56d, \ub85c\uae45 \uae30\ub300\uce58\ub97c \ud3ec\ud568\ud558\ub294 \ub0b4\ubd80 \ubcf4\uc548 \uc815\ucc45\uc744 \ubb38\uc11c\ud654\ud558\uc138\uc694. \ud3c9\uac00\ub97c \ubc1b\uc740 \ubaa8\ub4e0 CRM\uc740 \ubb38\uc11c \ubc0f \uac10\uc0ac \ubcf4\uace0\uc11c\ub97c \ud1b5\ud574 \uc774\ub7ec\ud55c \ud45c\uc900\uc744 \uc900\uc218\ud558\uace0 \uc788\uc74c\uc744 \uc785\uc99d\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluate-integration-amp-migration-complexity\">\ud1b5\ud569 \ubc0f \ub9c8\uc774\uadf8\ub808\uc774\uc158 \ubcf5\uc7a1\uc131 \ud3c9\uac00<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \uc790\uc0b0 \uad00\ub9ac \uae30\uc220 \uc2a4\ud0dd\uc5d0\ub294 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud575\uc2ec \ubc45\ud0b9 \ud50c\ub7ab\ud3fc<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/li>\n\n\n\n<li>\uc218\ud0c1\uc790 \ub370\uc774\ud130 \ud53c\ub4dc<\/li>\n\n\n\n<li>\uc774\uba54\uc77c \ubc0f \uce98\ub9b0\ub354 \uc2dc\uc2a4\ud15c<\/li>\n\n\n\n<li>\ubb38\uc11c \uc800\uc7a5 \ub9ac\ud3ec\uc9c0\ud1a0\ub9ac<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">API \uc131\uc219\ub3c4, \uacf5\ud1b5 \ud50c\ub7ab\ud3fc\uc6a9 \ud45c\uc900 \ucee4\ub125\ud130, \uadc0\uc0ac\uc640 \uc720\uc0ac\ud55c \uc2dc\uc2a4\ud15c\uacfc\uc758 \ud1b5\ud569 \uacbd\ud5d8\uc5d0 \ub300\ud574 \uacf5\uae09\uc5c5\uccb4\ub97c \ud3c9\uac00\ud558\uc138\uc694. \ube44\uad50 \uac00\ub2a5\ud55c \uc790\uc0b0 \uad00\ub9ac \uad6c\ud604\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \ucc38\uc870 \uc0ac\ub840\uc640 \ud604\uc2e4\uc801\uc778 \ud0c0\uc784\ub77c\uc778 \ucd94\uc815\uce58\ub97c \uc694\uccad\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uae30\uc874 \ubc45\ud0b9 \uc2a4\ud0dd\uacfc \uc778\ud130\ud398\uc774\uc2a4\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ub9ce\uc740 \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \uae30\ub2a5\uc744 \uae30\ubcf8\uc801\uc73c\ub85c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774 \uc774\uc911 \uae30\ub2a5\uc740 \ud544\uc694\ud55c \ucd1d \ud1b5\ud569 \uc9c0\uc810 \uc218\ub97c \uc904\uc5ec \ucd08\uae30 \ubc30\ud3ec\uc640 \uc9c0\uc18d\uc801\uc778 \uc720\uc9c0 \uad00\ub9ac\ub97c \ubaa8\ub450 \uac04\uc18c\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-run-a-proof-of-concept-with-real-use-cases\">\uc2e4\uc81c \uc0ac\uc6a9 \uc0ac\ub840\ub85c \uac1c\ub150 \uc99d\uba85 \uc2e4\ud589\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc608\uc0b0\uacfc \uc870\uc9c1\uc744 \ubcc0\uacbd\ud558\uae30 \uc804\uc5d0 \uc2e4\uc81c(\uadf8\ub7ec\ub098 \uc775\uba85\ud654\ub41c) \uace0\uac1d \ub370\uc774\ud130\uc640 \uc2e4\uc81c \uc6cc\ud06c\ud50c\ub85c\ub97c \uc0ac\uc6a9\ud558\uc5ec \ud30c\uc77c\ub7ff\uc744 \uc2e4\ud589\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubcf5\uc7a1\ud55c \uad6c\uc870\uc758 \uc2e0\uaddc HNWI \uc628\ubcf4\ub529<\/li>\n\n\n\n<li>\uc5f0\uac04 \uac80\ud1a0 \ud504\ub85c\uc138\uc2a4 \uc2e4\ud589<\/li>\n\n\n\n<li>\uace0\uc704\ud5d8 \uace0\uac1d\uc5d0 \ub300\ud55c KYC \uc0c8\ub85c \uace0\uce68 \uc644\ub8cc<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218 \ubcf4\uace0\uc11c \uc0dd\uc131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\uacf5 \uc9c0\ud45c\ub97c \ubbf8\ub9ac \uc815\uc758\ud558\uc138\uc694: 30% \ub354 \ube60\ub978 \uc628\ubcf4\ub529? \ud504\ub85c\uc138\uc2a4\ub2f9 \uc218\uc791\uc5c5 \ud69f\uc218 \uac10\uc18c? \uc5b4\ub4dc\ubc14\uc774\uc800 \ub9cc\uc871\ub3c4 \uc810\uc218\uac00 \ub354 \ub192\ub098\uc694? \ud30c\uc77c\ub7ff\uc774 \uc885\ub8cc\ub41c \ud6c4 \uc774\ub7ec\ud55c \ubca4\uce58\ub9c8\ud06c\uc640 \ube44\uad50\ud558\uc5ec \uce21\uc815\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\uc77c\ub7ff \uae30\uac04 \ub3d9\uc548 \uacf5\uae09\uc5c5\uccb4 \uc9c0\uc6d0 \ud488\uc9c8\uc744 \ud14c\uc2a4\ud2b8\ud569\ub2c8\ub2e4. \uc790\uc0b0\ubcc4 \uaddc\uc815\uc758 \ub258\uc559\uc2a4\ub97c \uc774\ud574\ud558\uace0 \uc788\ub098\uc694? \uad11\ubc94\uc704\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uac1c\ubc1c \uc5c6\uc774 \uc6cc\ud06c\ud50c\ub85c\ub97c \uad6c\uc131\ud560 \uc218 \uc788\ub098\uc694? \ud3c9\uac00 \uc911 \uc751\ub2f5 \uc2dc\uac04\uacfc \uc804\ubb38 \uc9c0\uc2dd \uc218\uc900\uc740 \uc885\uc885 \uad6c\ud604 \ud6c4 \uacbd\ud5d8\uc744 \uc608\uce21\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-investglass-stands-out-as-the-best-crm-for-regulated-wealth-management\">InvestGlass\uac00 \uaddc\uc81c \ub300\uc0c1 \uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c \ucd5c\uace0\uc758 CRM\uc73c\ub85c \uc8fc\ubaa9\ubc1b\ub294 \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c, \uc790\uc0b0\ubcc4 \uc6cc\ud06c\ud50c\ub85c, \ud1b5\ud569 \uc790\ub3d9\ud654\ub97c \ub2e8\uc77c \ud50c\ub7ab\ud3fc\uc5d0 \uacb0\ud569\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacb0\ud569\uc740 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc9c1\uba74\ud558\ub294 \ud575\uc2ec \uacfc\uc81c\uc778 \uaddc\uc815 \uc900\uc218 \uc555\ubc15, \ub514\uc9c0\ud138 \uacbd\ud5d8\uc5d0 \ub300\ud55c \uace0\uac1d\uc758 \uae30\ub300\uce58, \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uace0\uac1d \uad00\uacc4\ub97c \uac1c\uc120\ud574\uc57c \ud558\ub294 \ud544\uc694\uc131\uc744 \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud50c\ub7ab\ud3fc\uc740 \ucd08\uae30 \uc7a0\uc7ac \uace0\uac1d \uc811\ucd09\ubd80\ud130 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC \ubc0f AML \ud655\uc778, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc704\uc784 \uad00\ub9ac, \ub9c8\ucf00\ud305 \ucea0\ud398\uc778, \uc815\uae30 \uac80\ud1a0, \uc9c0\uc18d\uc801\uc778 \uaddc\uc815 \uc900\uc218 \ubaa8\ub2c8\ud130\ub9c1\uc5d0 \uc774\ub974\ub294 \uc804\uccb4 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc744 \ud3ec\uad04\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\ub41c \uc811\uadfc \ubc29\uc2dd\uc740 \uc704\ud5d8\uacfc \ube44\ud6a8\uc728\uc744 \ucd08\ub798\ud558\ub294 \ud30c\ud3b8\ud654\ub97c \uc81c\uac70\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc8fc\uc694 \ucc28\ubcc4\ud654 \uc694\uc18c:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc77c\ubc18\uc801\uc778 \uc601\uc5c5 \ud504\ub85c\uc138\uc2a4\ub97c \uc801\uc6a9\ud558\uc9c0 \uc54a\uace0 \uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud574 \uc124\uacc4\ub41c \uae08\uc735 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \ub0b4\uc7a5<\/li>\n\n\n\n<li>\uc628\ud504\ub808\ubbf8\uc2a4 \ub610\ub294 \uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc\uc5d0\uc11c \uc9c4\uc815\ud55c \uc778\ud504\ub77c \ub3c5\ub9bd\uc131\uc744 \uac16\ucd98 \ubc30\ud3ec \uae30\ub2a5<\/li>\n\n\n\n<li>\ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc\ubc95 \ub610\ub294 \uae30\ud0c0 \uc5ed\uc678 \ub370\uc774\ud130 \uc561\uc138\uc2a4 \ubc95\ub960\uc5d0 \ub178\ucd9c\ub418\uc9c0 \uc54a\uc74c<\/li>\n\n\n\n<li>\ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4, \ubbf8\ub4e4 \uc624\ud53c\uc2a4 \ubc0f \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc744 \uc704\ud55c \ub2e8\uc77c \ud50c\ub7ab\ud3fc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ubbfc\uac04 \uc740\ud589, \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790, \ub85c\ubcf4 \uc5b4\ub4dc\ubc14\uc774\uc800, \ubcf4\ud5d8 \uc911\uac1c\uc778, \uc2ec\uc9c0\uc5b4 \uc740\ud589 \uc218\uc900\uc758 \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\uac00 \ud544\uc694\ud55c \uacf5\uacf5 \ubd80\ubb38 \uae30\uad00 \ub4f1 \ub2e4\uc591\ud55c \uaddc\uc81c \ub300\uc0c1\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc18c\uaddc\ubaa8 EAM \ud300\ubd80\ud130 \ub300\uaddc\ubaa8 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uc6b4\uc601\uae4c\uc9c0 \ud655\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc8fc\uad8c\uc744 \uc874\uc911\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ucd5c\uc2e0 \uc790\ub3d9\ud654 \ubc0f \uace0\uac1d \ucc38\uc5ec \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\ub294 \ucd5c\uace0\uc758 CRM \uc194\ub8e8\uc158\uc744 \ucc3e\uace0 \uc788\ub294 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0\uac8c InvestGlass\ub294 \uc810\uc810 \ub354 \ubcf5\uc7a1\ud574\uc9c0\ub294 \uacfc\uc81c\uc5d0 \ub300\ud55c \ud574\ub2f5\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uac00 \uc790\uc0b0 \uad00\ub9ac \uc6b4\uc601\uc744 \uc5b4\ub5bb\uac8c \ud601\uc2e0\ud560 \uc218 \uc788\ub294\uc9c0 \uc54c\uc544\ubcfc \uc900\ube44\uac00 \ub418\uc168\ub098\uc694?<\/strong> \ub370\ubaa8 \ub610\ub294 \uc6cc\ud06c\uc0f5\uc744 \uc608\uc57d\ud558\uc5ec \ud2b9\uc815 \ud504\ub85c\uc138\uc2a4\ub97c \ub9e4\ud551\ud558\uace0 \ub9de\ucda4\ud615 \uad6c\uc131\uc774 \uc2e4\uc81c\ub85c \uc791\ub3d9\ud558\ub294 \ubaa8\uc2b5\uc744 \ud655\uc778\ud558\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38\uc740 \ubcf8 \ubb38\uc11c\uc5d0\uc11c \ub2e4\ub8e8\ub294 \ub0b4\uc6a9 \uc678\uc5d0 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 CRM \uc2dc\uc2a4\ud15c\uc744 \ud3c9\uac00\ud560 \ub54c \uc77c\ubc18\uc801\uc73c\ub85c \ubb3b\ub294 \uc2e4\uc9c8\uc801\uc778 \uc9c8\ubb38\uc5d0 \ub300\ud55c \ub2f5\ubcc0\uc785\ub2c8\ub2e4. \ub2f5\ubcc0\uc740 \ucd5c\uace0 \uc6b4\uc601 \ucc45\uc784\uc790, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, \uc790\uc0b0 \uad00\ub9ac \ucc45\uc784\uc790\uc640 \uad00\ub828\ub41c \uc790\uc0b0 \uad00\ub828 \ubb38\uc81c\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-typically-take-to-implement-a-wealth-management-crm-like-investglass\">InvestGlass\uc640 \uac19\uc740 \uc790\uc0b0 \uad00\ub9ac CRM\uc744 \uad6c\ud604\ud558\ub294 \ub370 \uc77c\ubc18\uc801\uc73c\ub85c \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\uc6a9\uc790\uac00 5~20\uba85\uc778 \uc18c\uaddc\ubaa8 EAM\uc758 \uacbd\uc6b0, \uc77c\ubc18\uc801\uc73c\ub85c \ud504\ub85c\uc81d\ud2b8 \uc2dc\uc791\ubd80\ud130 \uc2e4\ud589\uae4c\uc9c0 6~10\uc8fc\uac00 \uc18c\uc694\ub429\ub2c8\ub2e4. \ud504\ub77c\uc774\ube57 \ubc45\ud06c \ub610\ub294 \ub2e4\uc911 \uc608\uc57d \uc13c\ud130 \uc124\uc815\uc740 \ud1b5\ud569\uc758 \ubcf5\uc7a1\uc131\uacfc \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub530\ub77c \uba87 \uac1c\uc6d4\uc774 \uc18c\uc694\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \ub2e8\uacc4\uc5d0\ub294 \uac80\uc0c9 \ubc0f \uc124\uacc4, \uad6c\uc131 \ubc0f \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158, \ud1b5\ud569 \ud14c\uc2a4\ud2b8, \ub2e8\uacc4\uc801 \ub864\uc544\uc6c3\uc744 \ud1b5\ud55c \uad50\uc721\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. InvestGlass\ub294 \ucc98\uc74c\ubd80\ud130 \uad6c\ucd95\ud558\uc9c0 \uc54a\uace0 \uc870\uc815\ud560 \uc218 \uc788\ub294 \uc0ac\uc804 \uad6c\ucd95\ub41c KYC \ud15c\ud50c\ub9bf\uacfc \uc790\uc0b0 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ud1b5\ud574 \ubc30\ud3ec\ub97c \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-replace-both-my-crm-and-parts-of-my-portfolio-management-system\">InvestGlass\uac00 \ub0b4 CRM\uacfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc758 \uc77c\ubd80\ub97c \ubaa8\ub450 \ub300\uccb4\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc8fc\ub85c CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc774\uc9c0\ub9cc, \ub2e4\uc591\ud55c \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc704\uc784 \ubcf4\uae30\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc77c\ubd80 EAM \ubc0f \uc18c\uaddc\ubaa8 \uae30\uad00\uc758 \uacbd\uc6b0 \uc774 \uae30\ub2a5 \ub355\ubd84\uc5d0 \ubcc4\ub3c4\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c\uac00 \ud544\uc694\ud558\uc9c0 \uc54a\uc744 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ud615 \uc740\ud589\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc804\ubb38\ud654\ub41c PMS \uc194\ub8e8\uc158\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uace0\uac1d \ucee8\ud14d\uc2a4\ud2b8\ub97c \ud1b5\ud569\ud558\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800 \ucf55\ud54f\uc73c\ub85c InvestGlass\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uae30\uc874\uc758 \ud575\uc2ec \ubc45\ud0b9 \ubc0f PMS \uc194\ub8e8\uc158\uacfc \ud1b5\ud569\ub418\uc5b4 \ub370\uc774\ud130 \uc911\ubcf5\uacfc \uae08\uc735 \uacc4\uc88c \uc815\ubcf4\uc758 \uc218\ub3d9 \uc7ac\ud0a4\uc789\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-swiss-hosted-crm-help-with-cross-border-wealth-management\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 CRM\uc774 \uad6d\uacbd\uc744 \ub118\ub294 \uc790\uc0b0 \uad00\ub9ac\uc5d0 \uc5b4\ub5a4 \ub3c4\uc6c0\uc774 \ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uba74 \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74, \uc911\ub3d9 \ubc0f \ubd81\uc544\ud504\ub9ac\uce74, \uc544\uc2dc\uc544\uc758 \ud574\uc678 \uace0\uac1d\uc774 \ud2b9\ud788 \uc911\uc694\ud558\uac8c \uc5ec\uae30\ub294 \ubc95\uc801, \uc815\uce58\uc801 \uc548\uc815\uc131\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc13c\ud130\uc640 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uad6d\uac00 \uac04 \uad00\uacc4\uc5d0\uc11c \uacbd\uc7c1\ud560 \ub54c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc640 \ub370\uc774\ud130 \ubcf4\ud638\uc5d0 \ub300\ud55c \uae30\uad00\uc758 \ud3ec\uc9c0\uc154\ub2dd\uc744 \uc758\ubbf8 \uc788\ub294 \ucc28\ubcc4\ud654 \uc694\uc18c\ub85c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \uad6d\uac00 \uac04 \uc801\ud569\uc131 \uaddc\uc815\uc740 \uc5ec\uc804\ud788 \uc2e0\uc911\ud55c \ud504\ub85c\uc138\uc2a4 \uc124\uacc4\ub97c \uc694\uad6c\ud558\uc9c0\ub9cc, \uc8fc\uad8c CRM\uc740 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\ub294 \uacac\uace0\ud55c \ubc95\uc801 \ubc0f \uae30\uc220\uc801 \ud1a0\ub300\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-investglass-suitable-only-for-swiss-institutions\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uae30\uad00\uc5d0\ub9cc \uc801\ud569\ud569\ub2c8\uae4c?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4\uc5d0 \uae30\ubc18\uc744 \ub450\uace0 \uc788\uc9c0\ub9cc \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc640 \uac15\ub825\ud55c \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc6b0\uc120\uc2dc\ud558\ub294 \uc5ec\ub7ec \uad00\ud560\uad8c\uc758 \uae08\uc735 \uae30\uad00\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \ub2e4\uad6d\uc5b4 \uc778\ud130\ud398\uc774\uc2a4\ub97c \uc9c0\uc6d0\ud558\uba70 EU, \uc601\uad6d, \uc911\ub3d9 \ubc0f \uae30\ud0c0 \uc2dc\uc7a5\uc758 \ud604\uc9c0 \uaddc\uc815\uc744 \ubc18\uc601\ud558\ub3c4\ub85d \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud574\uc678 \uae30\uc5c5\uc740 \ud2b9\uc815 \uaddc\uc81c \uc694\uac74\uacfc \ube44\uc988\ub2c8\uc2a4 \uc804\ub7b5\uc5d0 \ub530\ub77c \uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc \ud638\uc2a4\ud305(\uc8fc\uad8c \ud3ec\uc9c0\uc154\ub2dd \uadf9\ub300\ud654)\uacfc \uc790\uccb4 \uc778\ud504\ub77c \ub0b4 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \uc911\uc5d0\uc11c \uc120\ud0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-pricing-for-a-wealth-management-crm-like-investglass-typically-include\">InvestGlass\uc640 \uac19\uc740 \uc790\uc0b0 \uad00\ub9ac CRM\uc758 \uac00\uaca9\uc5d0\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \ubb34\uc5c7\uc774 \ud3ec\ud568\ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uaca9\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc0ac\uc6a9\uc790\ub2f9 \ub77c\uc774\uc120\uc2a4\uc640 \uad6c\ud604, \uad6c\uc131 \ubc0f \uc0ac\uc6a9\uc790 \uc9c0\uc815 \ud1b5\ud569\uc5d0 \ub300\ud55c \uc218\uc218\ub8cc\uac00 \uacb0\ud569\ub418\uc5b4 \uc788\uc73c\uba70, \ub2e8\uc21c\ud55c \uc815\uc561\uc81c \uad6c\ub3c5\uc774 \uc544\ub2d9\ub2c8\ub2e4. InvestGlass\ub294 \uc120\ud0dd\ud55c \ubaa8\ub4c8(CRM \ucf54\uc5b4, \uc628\ubcf4\ub529 \ubc0f KYC, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, \uace0\uac1d \ud3ec\ud138)\uc5d0 \ub530\ub77c \uacc4\uce35\ud654\ub41c \uc635\uc158\uc744 \uc81c\uacf5\ud558\ubbc0\ub85c \uae30\uc5c5\uc740 \uc2e4\uc81c\ub85c \uc0ac\uc6a9\ud558\ub294 \uae30\ub2a5\uc5d0 \ub300\ud55c \ube44\uc6a9\uc744 \uc9c0\ubd88\ud569\ub2c8\ub2e4. \uad6c\ud604 \ubc94\uc704\ub294 \ud2b9\ud788 \ubcf5\uc7a1\ud55c \ud1b5\ud569 \uc694\uad6c \uc0ac\ud56d\uc758 \uacbd\uc6b0 \ucd1d \ube44\uc6a9\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \ub300\ub7b5\uc801\uc778 \uc0ac\uc6a9\uc790 \uc218\uc640 \ud544\uc694\ud55c \ubaa8\ub4c8\uc744 \uc54c\ub824\uc8fc\uba74 \ube44\uc988\ub2c8\uc2a4 \uc694\uad6c\uc0ac\ud56d\uc5d0 \ub9de\ub294 \ub9de\ucda4\ud615 \uacac\uc801\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-crm-for-wealth-management\">\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM \uc18c\uac1c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub298\ub0a0\uc758 \uc790\uc0b0 \uad00\ub9ac \ubd84\uc57c\uc5d0\uc11c\ub294 \uac15\ub825\ud55c \uace0\uac1d \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uace0 \uc721\uc131\ud558\ub294 \uac83\uc774 \uc911\uc694\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \ud3ed\ubc1c\uc801\uc778 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uacfc \uc9c0\uc18d\uc801\uc778 \uc131\uacf5\uc744 \uc704\ud55c \uad81\uadf9\uc801\uc778 \uac8c\uc784 \uccb4\uc778\uc800\uc785\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4 \uacbd\uc7c1\uc774 \uce58\uc5f4\ud574\uc9c0\uace0 \uace0\uac1d\uc758 \uc694\uad6c\uac00 \uadf8 \uc5b4\ub290 \ub54c\ubcf4\ub2e4 \ub192\uc544\uc9c0\uba74\uc11c \ud604\uba85\ud55c \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub4e4\uc740 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ube44\ubc00 \ubb34\uae30\ub85c \uc0bc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc62c\ubc14\ub978 CRM \uc2dc\uc2a4\ud15c\uc740 \uc7ac\ubb34 \uc124\uacc4\uc0ac\uac00 \uace0\uac1d \ub370\uc774\ud130\ub97c \uad00\ub9ac\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc904 \ubfd0\ub9cc \uc544\ub2c8\ub77c, \ubaa8\ub4e0 \uace0\uac1d\uc758 \uace0\uc720\ud55c \ub2c8\uc988\uc5d0 \ub9de\ub294 \ub9de\ucda4\ud615 \uae08\uc735 \uc870\uc5b8\uc744 \uc81c\uacf5\ud558\ub294 \uad00\uacc4\uc758 \uc288\ud37c\ud788\uc5b4\ub85c\ub85c \uac70\ub4ed\ub098\uac8c \ud574\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ub2e8\uc21c\ud55c \uc5f0\ub77d\ucc98 \uad00\ub9ac\uc758 \ud55c\uacc4\ub97c \ub6f0\uc5b4\ub118\uc2b5\ub2c8\ub2e4. \ube60\ub978 \uc628\ubcf4\ub529\uacfc \uc644\ubcbd\ud55c \uaddc\uc815 \uc900\uc218\ubd80\ud130 \uc5ed\ub3d9\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0\uc640 \uc6d0\ud65c\ud55c \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc0c1\uc0c1\ud560 \uc218 \uc788\ub294 \ubaa8\ub4e0 \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud560 \uc218 \uc788\ub294 \uac15\ub825\ud55c \ub3c4\uad6c\uc785\ub2c8\ub2e4. CRM \ud50c\ub7ab\ud3fc\uc740 \ubaa8\ub4e0 \uace0\uac1d \uc815\ubcf4\ub97c \uc190\ub05d\uc5d0\uc11c \uad00\ub9ac\ud558\uace0 \ubaa8\ub4e0 \uad00\uacc4\ub97c 360\ub3c4\ub85c \uba85\ud655\ud558\uac8c \ud30c\uc545\ud560 \uc218 \uc788\ub3c4\ub85d \ud568\uc73c\ub85c\uc368 \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub97c \uace0\uac1d\uc774 \ud544\uc694\ub97c \ub290\ub07c\uae30\ub3c4 \uc804\uc5d0 \uc608\uce21\ud558\uace0, \ubc88\uac1c\ucc98\ub7fc \ub300\uc751\ud558\uba70, \uba48\ucd9c \uc218 \uc5c6\ub294 \ucda9\uc131\ub3c4\uc640 \ub05d\uc5c6\ub294 \ucd94\ucc9c\uc744 \ucc3d\ucd9c\ud558\ub294 \uacac\uace0\ud55c \uad00\uacc4\ub97c \uad6c\ucd95\ud558\ub294 \uace0\uac1d \ub9c8\uc778\ub4dc \ub9ac\ub354\ub85c \ubc14\uafd4\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uace0\uc758 \uc790\ub9ac\uc5d0 \uc624\ub97c \uc900\ube44\uac00 \ub418\uc5b4 \uc788\ub294 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0\uac8c CRM\uc740 \ud0c1\uc6d4\ud55c \uace0\uac1d \ub9cc\uc871\ub3c4, \uc6b4\uc601 \ud6a8\uc728\uc131 \ud5a5\uc0c1, \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc5d0 \ub530\ub77c \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \ud655\uc7a5\ud560 \uc218 \uc788\ub294 \ub180\ub77c\uc6b4 \ub2a5\ub825 \ub4f1 \ubd80\uc778\ud560 \uc218 \uc5c6\ub294 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2e0\ub8b0\uc640 \uc778\uac04\uad00\uacc4\uac00 \ubaa8\ub4e0 \uac83\uc744 \uc9c0\ubc30\ud558\ub294 \uc5c5\uacc4\uc5d0\uc11c CRM \uae30\uc220\uc744 \ud65c\uc6a9\ud558\ub294 \uac83\uc740 \ub2e8\uc21c\ud788 \ub611\ub611\ud55c \uac83\uc774 \uc544\ub2c8\ub77c, \uacbd\uc7c1\uc5c5\uccb4\ub97c \uc555\ub3c4\ud558\ub294 \ub180\ub77c\uc6b4 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0 \uc9c0\uc18d \uac00\ub2a5\ud55c \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\ub294 \ud0c0\ud611\ud560 \uc218 \uc5c6\ub294 \uc804\ub7b5\uc801 \ucd08\ub2a5\ub825\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-and-setup-getting-started-with-your-wealth-management-crm\">\uad6c\ud604 \ubc0f \uc124\uc815 \uc790\uc0b0 \uad00\ub9ac CRM \uc2dc\uc791\ud558\uae30: \uc2dc\uc791\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM \uad6c\ucd95\uc758 \uc131\uacf5\uc740 \uba85\ud655\ud55c \ube44\uc988\ub2c8\uc2a4 \uc778\ud154\ub9ac\uc804\uc2a4\uc640 \uc608\ub9ac\ud55c \uace0\uac1d \uc9d1\uc911\ub825\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4.<\/strong> \ud070 \uc131\uacf5\uc744 \uac70\ub454 \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub4e4\uc740 \ub2e8\uc21c\ud788 \ucd5c\uc120\uc744 \ub2e4\ud558\uae30\ub9cc \ud558\ub294 \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4. <strong>\ubaa8\ub4e0 \ud604\uc7ac \ud504\ub85c\uc138\uc2a4 \ub9e4\ud551<\/strong> CRM \ud50c\ub7ab\ud3fc\uc774 \ucd5c\ub300\uc758 \uac00\uce58\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \ubd80\ubd84\uc744 \uc815\ud655\ud788 \ucc3e\uc544\ub0b4\uc138\uc694. \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud558\uace0, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uac15\ud654\ud558\uba70, \uc7ac\ubb34 \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc989\uac01\uc801\uc778 \uc561\uc138\uc2a4\ub97c \ud655\ubcf4\ud558\ub294 \ub4f1 \ub2e4\uc591\ud55c \ubaa9\ud45c\ub97c \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4, <strong>\ub2f9\uc2e0\uc758 \uae30\ucd08\uac00 \uc131\uacf5\uc744 \uacb0\uc815\ud569\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM \uc194\ub8e8\uc158 \uc120\ud0dd\uc740 \uae30\uc5c5\uc758 \ubbf8\ub798\ub97c \uc88c\uc6b0\ud558\ub294 \uc911\uc694\ud55c \ubb38\uc81c\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c \uae30\uc5c5\uc758 \uc131\ud328\ub97c \uc88c\uc6b0\ud558\ub294 \ubb38\uc81c\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4.<\/strong> Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc740 \ud574\ub2f9 \ubd84\uc57c\uc758 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \ubc0f \uae08\uc735 \ub370\uc774\ud130 \ucc98\ub9ac\ub97c \uc9c0\ubc30\ud558\ub3c4\ub85d \ud2b9\ubcc4\ud788 \uc124\uacc4\ub41c \ud3ec\uad04\uc801\uc778 \ub3c4\uad6c \uc81c\ud488\uad70\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc635\uc158\uc744 \ud3c9\uac00\ud560 \ub54c, <strong>\uac8c\uc784 \uccb4\uc778\uc800 \uc6b0\uc120 \uc21c\uc704 \uc9c0\uc815<\/strong>\ud300\uc774 \uc2e4\uc81c\ub85c \uc88b\uc544\ud558\ub294 \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4, \uae30\uc874 \uc2dc\uc2a4\ud15c\uacfc \uc5f0\uacb0\ub418\ub294 \uc6d0\ud65c\ud55c \ud1b5\ud569, \uace0\uc720\ud55c \ube44\uc988\ub2c8\uc2a4 DNA\uc5d0 \ub9de\ub294 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uac00\ub2a5\ud55c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc124\uc815 \ud504\ub85c\uc138\uc2a4\uac00 \uacbd\uc7c1 \uc6b0\uc704\uac00 \ub429\ub2c8\ub2e4.<\/strong> \ud68c\uc0ac\uc758 \uad6c\uc870\ub97c \uc644\ubcbd\ud558\uac8c \ubc18\uc601\ud558\uace0, \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ud68c\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \uc644\ubcbd\ud558\uac8c \ud1b5\ud569\ud558\uba70, \ubc29\ud0c4 \ubcf4\uc548\uc73c\ub85c \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc744 \ucc98\ub9ac\ud558\ub3c4\ub85d CRM \ud50c\ub7ab\ud3fc\uc744 \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <strong>\uc9c1\uc6d0 \uad50\uc721\uc740 \uc120\ud0dd\uc774 \uc544\ub2cc \ud544\uc218\uc785\ub2c8\ub2e4.<\/strong> \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uc9c0\uc6d0\ud300\uc740 \uc0c8\ub85c\uc6b4 \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \uad00\uacc4\uc640 \uc7ac\ubb34 \uacc4\uc815\uc744 \uc808\ub300\uc801\uc778 \uc804\ubb38\uac00\ucc98\ub7fc \uad00\ub9ac\ud560 \uc218 \uc788\ub294 \ud655\uace0\ud55c \uc790\uc2e0\uac10\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud0c1\uc6d4\ud55c \uacf5\uae09\uc5c5\uccb4\uc758 \uace0\uac1d \uc9c0\uc6d0\uc774 \ub4b7\ubc1b\uce68\ub418\ub294 \uccb4\uacc4\uc801\uc778 \uad6c\ud604 \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \uc870\uc9c1 \uc804\ubc18\uc5d0\uc11c \ud63c\ub780\uc744 \uc5c6\uc560\uace0 \uc0ac\uc6a9\uc790 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong> \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \uacc4\ud68d \ubc0f \uad50\uc721\uc5d0 \uc0c1\ub2f9\ud55c \uc2dc\uac04\uc744 \ubbf8\ub9ac \ud22c\uc790\ud568\uc73c\ub85c\uc368 \uc0c8\ub85c\uc6b4 CRM \uc2dc\uc2a4\ud15c\uc73c\ub85c\uc758 \uc6d0\ud65c\ud55c \uc804\ud658\uc744 \ubcf4\uc7a5\ud558\uace0 \ub2e4\uc74c\uacfc \uac19\uc740 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <strong>\uc989\uc2dc \ubcf4\uc0c1 \uc218\ud655\uc744 \uc2dc\uc791\ud569\ub2c8\ub2e4.<\/strong> \ud5a5\uc0c1\ub41c \uace0\uac1d \ucc38\uc5ec\uc640 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \ud1b5\ud574 \uc218\uc775\uc744 \ud601\uc2e0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-and-business-growth-in-wealth-management\">\uc790\uc0b0 \uad00\ub9ac\uc758 CRM\uacfc \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM \uc2dc\uc2a4\ud15c\uc740 \ub2e8\uc21c\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc544\ub2c8\ub77c \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5\uc744 \uc704\ud55c \ube44\ubc00 \ubb34\uae30\uc785\ub2c8\ub2e4.<\/strong> \uc790\uc0b0 \uad00\ub9ac \uc5c5\uacc4\uc5d0\uc11c \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc5d0\uac8c \ub2e4\uc74c\uacfc \uac19\uc740 \uae30\ub2a5\uc744 \uac16\ucd94\uba74 <strong>\ud3ec\uad04\uc801\uc778 360\ub3c4 \ubcf4\uae30<\/strong> \uac01 \uace0\uac1d\uc758 \uc7ac\ubb34 \uc0c1\ud669, \ubaa9\ud45c, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc774\ub825\uc744 \ud30c\uc545\ud558\uba74 \ub2e8\uc21c\ud788 \uc870\uc5b8\ub9cc \uc804\ub2ec\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c <strong>\uc9c4\uc815\uc73c\ub85c \uac1c\uc778\ud654\ub41c \uae08\uc735 \uacbd\ud5d8<\/strong> \uace0\uac1d\uc744 \ub180\ub77c\uac8c \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae4a\uc740 \uc774\ud574\ub294 \ub2e8\uc21c\ud788 \uad00\uacc4\ub97c \uac15\ud654\ud558\ub294 \ub370 \uadf8\uce58\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. <strong>\uc218\uc775\uc131 \ub192\uc740 \uc0c8\ub85c\uc6b4 \uae30\ud68c \ubc1c\uad74<\/strong> \uacbd\uc7c1\uc0ac\uac00 \ub193\uce58\uace0 \uc788\ub294 \uad50\ucc28 \ud310\ub9e4 \ubc0f \uc5c5\uc140\ub9c1\uc5d0 \ud65c\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\ub85c \uc778\ud55c \uc2dc\uac04 \ub0ad\ube44 \uc911\ub2e8<\/strong> \uc815\ub9d0 \uc911\uc694\ud55c \uc77c\uc5d0 \uc9d1\uc911\ud558\uc138\uc694. CRM \ud50c\ub7ab\ud3fc\uc740 \uace0\uac1d \uc628\ubcf4\ub529\ubd80\ud130 \uacc4\uc815 \uad00\ub9ac \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac10\ub3c5\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uc5c5\ubb34\ub97c \uac04\uc18c\ud654\ud569\ub2c8\ub2e4, <strong>\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uac00\uc7a5 \uc798\ud558\ub294 \uc77c\uc744 \ud560 \uc218 \uc788\ub3c4\ub85d \uc790\uc720\ub97c \uc8fc\uc138\uc694.<\/strong>\uc131\uacf5\uc801\uc778 \uc7ac\ubb34 \uacc4\ud68d\uacfc \ud22c\uc790 \uc804\ub7b5\uc744 \uc218\ub9bd\ud558\uc138\uc694. \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc640 \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \ub3c4\uad6c\ub85c, <strong>\ub2e4\uc2dc\ub294 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc744 \ub193\uce58\uc9c0 \uc54a\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong>, \uaddc\uc815 \uc900\uc218 \uad00\ub9ac \uae30\ub2a5\uc774 \ub0b4\uc7a5\ub418\uc5b4 \uc788\uc5b4 \uaddc\uc81c \uc694\uac74\uc744 \uc55e\uc11c \ub098\uac08 \uc218 \uc788\uace0 <strong>\ud68c\uc0ac\uc758 \ud3c9\ud310 \ubcf4\ud638<\/strong> \uc694\uc0c8\ucc98\ub7fc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uacb0\uacfc\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/strong>\ub354 \ud589\ubcf5\ud55c \uace0\uac1d, \ub192\uc740 \uace0\uac1d \uc720\uc9c0\uc728, \uadf8\ub9ac\uace0 <strong>\uacbd\uc7c1\uc0ac\uac00 \ubd80\ub7ec\uc6cc\ud558\ub294 \ub9e4\ucd9c \uc131\uc7a5<\/strong>. CRM\uc744 \ud65c\uc6a9\ud558\uc5ec \uace0\uac1d \ub370\uc774\ud130\ub97c \uad00\ub9ac\ud558\uace0, \uace0\uac1d \ud589\ub3d9\uc744 \ubd84\uc11d\ud558\uace0, \uace0\uac1d \ucc38\uc5ec\ub97c \uac15\ud654\ud558\uba74 \uc5c5\uacc4 \uaddc\uc815\uacfc \uc2dc\uc7a5 \ub3d9\ud5a5\uc744 \ub530\ub77c\uc7a1\ub294 \uac83\ubfd0\ub9cc \uc544\ub2c8\ub77c \ub2e4\uc74c\uacfc \uac19\uc740 \uc774\uc810\uc744 \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <strong>\uba87 \ub9c8\uc77c \uc55e\uc11c \ub098\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/strong> \uc624\ub298\ub0a0\uc758 \uce58\uc5f4\ud55c \uacbd\uc7c1 \ud658\uacbd\uc5d0\uc11c \uc9c0\uc18d \uac00\ub2a5\ud55c \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. <strong>\uc131\uacf5 \uc2a4\ud1a0\ub9ac\ub294 \uc62c\ubc14\ub978 CRM \uc120\ud0dd\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion\">\uacb0\ub860<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ube60\ub974\uac8c \uc9c4\ud654\ud558\ub294 \uc624\ub298\ub0a0\uc758 \uae08\uc735 \uc11c\ube44\uc2a4 \ud658\uacbd, <strong>CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ud310\ub3c4\ub97c \ubc14\uafb8\ub294 \uc194\ub8e8\uc158\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/strong> \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uac00 \ub2e4\uc74c\uc744 \uc218\ud589\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. <strong>\ub04a\uc744 \uc218 \uc5c6\ub294 \uace0\uac1d \uc720\ub300\ub97c \uad6c\ucd95\ud558\uace0, \ud0c1\uc6d4\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uba70, \ud3ed\ubc1c\uc801\uc778 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/strong>. \uc7ac\ubb34 \uc790\ubb38\uac00\ub294 \uace0\uc720\ud55c \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\ub294 \uc62c\ubc14\ub978 CRM \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc744 \uc804\ub7b5\uc801\uc73c\ub85c \uc120\ud0dd\ud558\uace0 \ubc30\ud3ec\ud568\uc73c\ub85c\uc368 \ub2e4\uc74c\uacfc \uac19\uc740 \uc774\uc810\uc744 \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <strong>\uc9c4\uc815\ud55c \uac1c\uc778 \ub9de\ucda4\ud615 \uc7ac\ubb34 \uac00\uc774\ub4dc\ub97c \uc81c\uacf5\ud558\uace0, \ubaa8\ub4e0 \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uba70, \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong> \uc810\uc810 \ub354 \ud63c\uc7a1\ud574\uc9c0\ub294 \uc2dc\uc7a5\uc5d0\uc11c.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc62c\ubc14\ub978 CRM \ud50c\ub7ab\ud3fc\uc740 \ub2e8\uc21c\ud788 \ub370\uc774\ud130\ub97c \uad00\ub9ac\ud558\ub294 \ub370 \uadf8\uce58\uc9c0 \uc54a\uace0 \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\uc5c5\uc758 \uc6b4\uc601 \ubc29\uc2dd\uc744 \ud601\uc2e0\ud569\ub2c8\ub2e4.<\/strong>, \ub97c \uc0ac\uc6a9\ud558\uc5ec \ub2e4\uc74c\uc744 \uc218\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <strong>\uace0\uac1d \uad00\uacc4\ub97c \ud6a8\uc728\uc801\uc73c\ub85c \uc870\uc728\ud558\uace0, \ube44\uc988\ub2c8\uc2a4 \uc131\uacfc\ub97c \uadf9\ub300\ud654\ud558\uba70, \uc9c0\uc18d\uc801\uc778 \ud30c\ud2b8\ub108\uc2ed\uc744 \uad6c\ucd95\ud558\uc138\uc694.<\/strong> \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uacfc \uc2dc\uac04 \uc790\uccb4\ub97c \uacac\ub51c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc758 \uae30\ub300\uce58\uac00 \uc0c8\ub85c\uc6b4 \ucc28\uc6d0\uc73c\ub85c \uce58\uc19f\uace0 \uaddc\uc81c \ud658\uacbd\uc740 \ub0a0\uc774 \uac08\uc218\ub85d \ubcf5\uc7a1\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4, <strong>\uac15\ub825\ud55c \uc62c\uc778\uc6d0 CRM \uc2dc\uc2a4\ud15c\uc5d0 \ud22c\uc790\ud558\ub294 \uac83\uc740 \ud604\uba85\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc808\ub300\uc801\uc73c\ub85c \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/strong> \uc7a5\uae30\uc801\uc778 \uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc744 \ud655\ubcf4\ud558\uace0\uc790 \ud558\ub294 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub97c \uc704\ud55c \uc194\ub8e8\uc158\uc785\ub2c8\ub2e4. \ucd5c\ucca8\ub2e8 CRM \uae30\uc220\uc744 \ub3c4\uc785\ud568\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \uace0\uac1d \uad00\uacc4\ub97c \uac1c\uc120\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \ub2e4\uc74c\uacfc \uac19\uc740 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <strong>\ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0, \uc2dc\uc7a5 \uc785\uc9c0\ub97c \uacf5\uace0\ud788 \ud558\uba70, \ud655\uc2e4\ud55c \ub9ac\ub354\ub85c \uc790\ub9ac\ub9e4\uae40\ud569\ub2c8\ub2e4.<\/strong> \uacbd\uc7c1\uc774 \uce58\uc5f4\ud55c \uae08\uc735 \uc11c\ube44\uc2a4 \ubd84\uc57c\uc5d0\uc11c.<\/p>","protected":false},"excerpt":{"rendered":"<p>Wealth managers in 2026 need CRM systems that extend far beyond simple contact management. Today\u2019s platforms must orchestrate digital onboarding, KYC processes, portfolio data synchronization, and compliant communications all within a single ecosystem. The best CRM for wealth management is one that unifies the entire client lifecycle, integrates portfolio management capabilities, and maintains strict regulatory [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49021,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,95],"class_list":["post-48856","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-wealth-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>Best CRM for Wealth Management in 2026 | InvestGlass<\/title>\n<meta name=\"description\" content=\"Wealth managers in 2026 need CRM systems that extend far beyond simple contact management. Today\u2019s platforms must orchestrate digital onboarding, KYC\" \/>\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\/2026\ub144-\uc790\uc0b0-\uad00\ub9ac\ub97c-\uc704\ud55c-\ucd5c\uace0\uc758-crm\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Best CRM for Wealth Management in 2026\" \/>\n<meta property=\"og:description\" content=\"Wealth managers in 2026 need CRM systems that extend far beyond simple contact management. 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