{"id":48873,"date":"2026-01-30T15:23:16","date_gmt":"2026-01-30T14:23:16","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48873"},"modified":"2026-02-07T15:24:58","modified_gmt":"2026-02-07T14:24:58","slug":"%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac%eb%a5%bc-%ec%9c%84%ed%95%9c-crm-%ec%9d%b8%eb%b2%a0%ec%8a%a4%ed%8a%b8%ea%b8%80%eb%9e%98%ec%8a%a4%ea%b0%80-2026%eb%85%84-%ec%95%88%ec%a0%84%ed%95%9c-%ed%99%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/crm-for-wealth-management-how-investglass-helps-you-scale-securely-in-2026\/","title":{"rendered":"\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM: 2026\ub144 \uc548\uc804\ud55c \ud655\uc7a5\uc744 \uc9c0\uc6d0\ud558\ub294 InvestGlass\uc758 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc6a9 CRM\uc740 \uace0\uac1d \ub370\uc774\ud130, \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc911\uc559 \uc9d1\uc911\ud654\ud558\uc5ec \uc7ac\ubb34 \uc124\uacc4\uc0ac\uac00 \ubaa8\ub4e0 \uad00\uacc4\uc5d0 \ub300\ud55c \uc644\ubcbd\ud55c \uac00\uc2dc\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uace0\ub3c4\ub85c \uac1c\uc778\ud654\ub41c \uc870\uc5b8\uc744 \ub300\uaddc\ubaa8\ub85c \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, \uace0\uac1d \ud3ec\ud138\uc744 \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub41c \ud558\ub098\uc758 \uc885\ud569\uc801\uc778 \uc81c\ud488\uad70\uc5d0 \uacb0\ud569\ud55c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ud638\uc2a4\ud305\uc740 \uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0\uc11c \uc6b4\uc601\ub418\ub294 \uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c, \uaddc\uc81c \uc900\uc218\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc790\ub3d9\ud654 \ubc0f AI \uae30\ubc18 \ub3c4\uad6c\ub294 \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc744 \uc904\uc774\uace0, \uc628\ubcf4\ub529\uc744 \uac00\uc18d\ud654\ud558\uba70, \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uad00\ub9ac \ubd80\ub2f4 \ub300\uc2e0 \uace0\ubd80\uac00\uac00\uce58 \uace0\uac1d \ub300\ud654\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \ud574\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc5d0 \uc790\uc0b0 \uad00\ub9ac\uc5d0 \uc801\ud569\ud55c CRM\uc744 \uc120\ud0dd\ud558\ub824\uba74 \ud575\uc2ec \ubc45\ud0b9 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c\uc640\uc758 \ud1b5\ud569, \uaddc\uc815 \uc900\uc218 \uae30\ub2a5, \uad00\ub9ac \uc790\uc0b0\uc5d0 \ub530\ub77c \ud655\uc7a5\ud560 \uc218 \uc788\ub294 \uae30\ub2a5\uc744 \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-a-crm-for-wealth-management\">\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM\uc774\ub780?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac CRM\uc740 \uac1c\uc778 \uc740\ud589, \ub3c5\ub9bd \uace0\ubb38, \uba40\ud2f0 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4 \ubc0f \uae08\uc735 \uc790\ubb38 \ud68c\uc0ac\ub97c \uc704\ud574 \uad6c\ucd95\ub41c \uc804\ubb38 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc785\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \uc5f0\ub77d\ucc98 \uad00\ub9ac \uc194\ub8e8\uc158\uacfc \ub2ec\ub9ac \uc774\ub7ec\ud55c \uc720\ud615\uc758 CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc774\ub984\uacfc \uc804\ud654\ubc88\ud638\ub97c \uc800\uc7a5\ud558\ub294 \uac83 \uc774\uc0c1\uc758 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uac00\uad6c, \ubc95\uc778, \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uc704\ud5d8 \ud504\ub85c\ud544, \uaddc\uc81c \ubb38\uc11c\ub97c \ud558\ub098\uc758 \ud1b5\ud569\ub41c \uace0\uac1d \uae30\ub85d\uc5d0 \uc5f0\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uad00\ub9ac\ub294 \uc790\uc0b0 \uad00\ub9ac\uc6a9 CRM\uc758 \uc6cc\ud06c\ud50c\ub85c \ud504\ub85c\uc138\uc2a4\uc640 \uc6d0\ud65c\ud55c \ub370\uc774\ud130 \ud1b5\ud569\uc758 \ud575\uc2ec\uc73c\ub85c, \uace0\uac1d \uad00\uacc4\uc640 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c \ucd5c\uc2e0 CRM\uc740 2026\ub144 \ud558\uc774\ube0c\ub9ac\ub4dc \uc0c1\ub2f4 \uc5ec\uc815\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc5d0\uc11c <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=\"5834\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \uc804\uc790 \uc11c\uba85\ubd80\ud130 \ub300\uba74 \ud68c\uc758 \ubc0f \ud654\uc0c1 \uc0c1\ub2f4\uae4c\uc9c0, \ud50c\ub7ab\ud3fc\uc740 \ubaa8\ub4e0 \uc811\uc810\uc744 \uc6d0\ud65c\ud558\uac8c \ucc98\ub9ac\ud574\uc57c \ud569\ub2c8\ub2e4. \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \uace0\uac1d \ub370\uc774\ud130\ub97c \ud1b5\ud569\ud558\uace0 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uac04\uc18c\ud654\ud558\uc5ec \uc5f0\ub77d\ucc98\ub97c \uad00\ub9ac\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uaddc\uc815 \uc900\uc218 \uc694\uac74\uc744 \uc9c0\uc6d0\ud558\ub294 \uc644\uc804\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc744 \uc720\uc9c0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub418\uc5c8\uae30 \ub54c\ubb38\uc5d0 \ub9ac\ud14c\uc77c \ub610\ub294 \uc77c\ubc18 \uc601\uc5c5\ud300\uc744 \uc704\ud574 \uc124\uacc4\ub41c \uc218\ud3c9\uc801 CRM\uacfc \ube44\uad50\ud558\uc5ec \uad8c\ud55c, \uac10\uc0ac \ucd94\uc801 \ubc0f \uc801\ud569\uc131 \ud655\uc778\uc774 \ucc98\ub9ac\ub418\ub294 \ubc29\uc2dd\uc774 \uadfc\ubcf8\uc801\uc73c\ub85c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c CRM \ud50c\ub7ab\ud3fc\uc5d0 \ud1b5\ud569\ud558\uba74 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\uac00 \ud5a5\uc0c1\ub418\uace0 \uc628\ubcf4\ub529 \ubc0f \uc7ac\ubb34 \uacc4\ud68d\uc774 \uac04\uc18c\ud654\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc790\uc0b0 \uad00\ub9ac CRM\uc774 \uad00\ub9ac\ud574\uc57c \ud558\ub294 \ud575\uc2ec \uac1c\uccb4\uc785\ub2c8\ub2e4:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uac1c\uccb4 \uc720\ud615<\/th><th>\uc124\uba85<\/th><\/tr><tr><td>\uace0\uac1d \ubc0f \uac00\uad6c<\/td><td>\uac1c\uc778, \uac00\uc871, \uadf8\ub9ac\uace0 \uc774\ub4e4\uc758 \uc0c1\ud638 \uc5f0\uacb0\ub41c \uad00\uacc4<\/td><\/tr><tr><td>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc704\uc784<\/td><td>\ud22c\uc790 \uacc4\uc88c, \ud22c\uc790\uc77c\uc784 \uacc4\uc57d \ubc0f \uc790\ubb38 \uacc4\uc57d<\/td><\/tr><tr><td>\ubc95\uc778<\/td><td>\uc2e0\ud0c1, \uc9c0\uc8fc \ud68c\uc0ac \ubc0f \uae30\uc5c5 \uad6c\uc870<\/td><\/tr><tr><td>\uaddc\uc815 \uc900\uc218 \uae30\ub85d<\/td><td>KYC \ubb38\uc11c, \uc704\ud5d8 \ud3c9\uac00 \ubc0f \uc801\ud569\uc131 \ubcf4\uace0\uc11c<\/td><\/tr><tr><td>\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uadf8<\/td><td>\uc774\uba54\uc77c, \ud68c\uc758 \ub178\ud2b8, \uc791\uc5c5 \uad00\ub9ac \uae30\ub85d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-wealth-managers-need-a-dedicated-crm-today\">\uc624\ub298\ub0a0 \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \uc804\uc6a9 CRM\uc774 \ud544\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc758 \uc790\uc0b0 \uad00\ub9ac\ub294 \ub354 \ub192\uc544\uc9c4 \uace0\uac1d \uae30\ub300\uce58, \ub354 \ubcf5\uc7a1\ud574\uc9c4 \uc0c1\ud488, MiFID II, FINMA \ud68c\ub78c, EU AML \uc9c0\uce68\uacfc \uac19\uc740 \ub354 \uc5c4\uaca9\ud55c \uaddc\uc81c\ub85c \uc778\ud574 \uc644\ubcbd\ud55c \ud3ed\ud48d\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \ub514\uc9c0\ud138 \ucc44\ub110\uc744 \ud1b5\ud574 \uc81c\uacf5\ub418\ub294 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uae30\ub300\ud558\ub294 \ubc18\uba74, \uaddc\uc81c \ub2f9\uad6d\uc740 \ubaa8\ub4e0 \ucd94\ucc9c\uc5d0 \ub300\ud574 \uc644\ubcbd\ud55c \uac10\uc0ac \ucd94\uc801\uacfc \uc801\ud569\uc131 \uc99d\uba85\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc804\uc6a9 CRM \uc5c6\uc774 \ud68c\uc0ac\ub97c \uc6b4\uc601\ud560 \ub54c \ud754\ud788 \uacaa\ub294 \uc5b4\ub824\uc6c0:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub2e8\uc77c \ub370\uc774\ud130 \uc6d0\ubcf8\uc774 \uc5c6\uc774 \uc5ec\ub7ec \ubd80\uc11c\uc5d0 \ud769\uc5b4\uc838 \uc788\ub294 \ud30c\ud3b8\ud654\ub41c \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8<\/li>\n\n\n\n<li>\ud769\uc5b4\uc838 \uc788\ub294 \uc774\uba54\uc77c\ub85c \uc778\ud574 \uc644\uc804\ud55c \uace0\uac1d \uad00\uacc4\ub97c \uc7ac\uad6c\uc131\ud560 \uc218 \uc5c6\uc74c<\/li>\n\n\n\n<li>\uc218\ub3d9 \ub370\uc774\ud130 \uc785\ub825 \ubc0f \uc870\uc815\uc774 \ud544\uc694\ud55c \uc5f0\uacb0\uc774 \ub04a\uae34 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c<\/li>\n\n\n\n<li>KYC \uac31\uc2e0 \uae30\ud55c\uc744 \ub193\uccd0 \uaddc\uc81c \ub9ac\uc2a4\ud06c\uc640 \uace0\uac1d \ubd88\ub9cc\uc744 \ucd08\ub798\ud558\ub294 \uacbd\uc6b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc6a9 CRM\uc740 \uace0\uac1d \ub370\uc774\ud130, \ud22c\uc790 \ubaa9\ud45c, \uc801\ud569\uc131 \uc815\ubcf4, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc5d0 \ub300\ud55c \ub2e8\uc77c \ub370\uc774\ud130 \uc18c\uc2a4\ub97c \uc0dd\uc131\ud569\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ubd84\uae30\ubcc4 \uac80\ud1a0\ub97c \uc900\ube44\ud560 \ub54c \ud544\uc694\ud55c \ubaa8\ub4e0 \uc815\ubcf4\ub97c 5\uac1c\uc758 \ub2e4\ub978 \uc2dc\uc2a4\ud15c\uc774 \uc544\ub2cc \ud55c \uacf3\uc5d0 \ubaa8\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 KYC \uac31\uc2e0, \uc815\uae30 \uac80\ud1a0 \ud68c\uc758 \ubc0f \uc801\ud569\uc131 \uc5c5\ub370\uc774\ud2b8\uc5d0 \ub300\ud55c \uc54c\ub9bc\uc744 \uc790\ub3d9\ud654\ud558\uc5ec \uc6b4\uc601 \ub9ac\uc2a4\ud06c\ub97c \uc904\uc774\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 2026\ub144 1\uc6d4\uc5d0 \uace0\uac1d \ud504\ub85c\ud544\uc744 \uc5c5\ub370\uc774\ud2b8\ud574\uc57c \ud558\ub294 \uacbd\uc6b0, \uc2dc\uc2a4\ud15c\uc740 \uba87 \uc8fc \uc804\uc5d0 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ud300\uacfc \uc9c0\uc815\ub41c \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc790\ub3d9\uc73c\ub85c \uc54c\ub9bc\uc744 \ubcf4\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-capabilities-of-a-modern-wealth-management-crm\">\ucd5c\uc2e0 \uc790\uc0b0 \uad00\ub9ac CRM\uc758 \ud575\uc2ec \uae30\ub2a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc139\uc158\uc5d0\uc11c\ub294 2026\ub144\uc5d0 \uae08\uc735 \uc790\ubb38\uc0ac, \ud504\ub77c\uc774\ube57 \ubc45\ud06c, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\ub97c \uc704\ud55c \ubaa8\ub4e0 CRM\uc774 \uc81c\uacf5\ud574\uc57c \ud558\ub294 \ud544\uc218 \uae30\ub2a5\uc5d0 \ub300\ud574 \uc124\uba85\ud569\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uc5d0\uc11c\ub294 \uae30\ubcf8\uc801\uc778 \uc5f0\ub77d\ucc98 \uad00\ub9ac\ub97c \ub118\uc5b4 \ubcf5\uc7a1\ud55c \uace0\uac1d \uad00\uacc4, \uaddc\uc81c \uc694\uac74, \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uc9c0\uc6d0\ud558\ub294 \ud50c\ub7ab\ud3fc\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uc77c\ubd80 \uae30\uc5c5\uc5d0\uc11c\ub294 \uc218\ud3c9\uc801 CRM\uc744 \uc0ac\uc6a9\ud558\uc9c0\ub9cc, Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc\uc640 \uac19\uc740 \uc804\ubb38 \uc194\ub8e8\uc158\uc740 \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\uc5c5\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub418\uc5b4 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac \ubc0f \uc790\ubb38 \ubd80\ubb38\uc758 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\ub294 \uace0\uae09 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \ubc0f \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-centralized-client-and-household-data\">\uc911\uc559 \uc9d1\uc911\uc2dd \uace0\uac1d \ubc0f \uac00\uad6c \ub370\uc774\ud130<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uac1c\uc778, \uac00\uad6c, \uc2e0\ud0c1 \ubc0f \uc9c0\uc8fc \ud68c\uc0ac\ub97c \ud3ec\ud568\ud55c \uad00\ub828 \ubc95\uc778\uc5d0 \ub300\ud55c 360\ub3c4 \ubdf0\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc790\uc0b0 CRM\uc740 \ubaa8\ub4e0 \uace0\uac1d\uc758 \uc778\uad6c\ud1b5\uacc4\ud559\uc801 \ub370\uc774\ud130, \uc704\ud5d8 \ud504\ub85c\ud544, \ud22c\uc790 \uc704\uc784, \uac70\uc8fc\uc9c0, \ubb38\uc11c\ud654\ub41c \ud22c\uc790 \ubaa9\ud45c\ub97c \uc800\uc7a5\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d \uae30\ub85d\uc744 \uc5ec\ub7ec \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc640 \uacc4\uc88c\uc5d0 \uc5f0\uacb0\ud558\uc5ec \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ud55c \ud654\uba74\uc5d0\uc11c \uc5ec\ub7ec \uc218\ud0c1\uae30\uad00\uc5d0\uc11c \uad00\ub9ac \uc911\uc778 \ucd1d \uc790\uc0b0\uc744 \ud655\uc778\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc138 \uac1c\uc758 \ub2e4\ub978 \uc740\ud589\uc5d0 \uc790\uc0b0\uc744 \ubcf4\uc720\ud55c \ucd08\uace0\uc561 \uc790\uc0b0\uac00\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \ub54c \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ubaa8\ub4e0 \uac83\uc744 \ud1b5\ud569\ud558\uc5ec \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ucea1\ucc98\ud574\uc57c \ud560 \ud544\uc218 \ud544\ub4dc\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc815\uce58\uc801 \ub178\ucd9c\uc790 \uc0c1\ud0dc \ubc0f \uc9c0\uc18d\uc801\uc778 \ubaa8\ub2c8\ud130\ub9c1 \uacb0\uacfc<\/li>\n\n\n\n<li>\uc7ac\uc0b0 \ucd9c\ucc98 \ubb38\uc11c \ubc0f \ud655\uc778 \ub0a0\uc9dc<\/li>\n\n\n\n<li>\uc0ac\uc5c5 \uc885\ub8cc, \uc0c1\uc18d \ub0a0\uc9dc, \uc740\ud1f4 \uacc4\ud68d\uacfc \uac19\uc740 \uc8fc\uc694 \uc778\uc0dd \uc774\ubca4\ud2b8<\/li>\n\n\n\n<li>\uba85\ud655\ud55c \uac80\ud1a0 \uc77c\uc815\uc774 \ud3ec\ud568\ub41c \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704 \ud3c9\uac00<\/li>\n\n\n\n<li>\uc870\uc138 \uac70\uc8fc\uc9c0 \ubc0f \uad6d\uacbd \uac04 \ud22c\uc790 \uc81c\uc57d \uc870\uac74<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\ub300\ubcc4 \ub300\uc2dc\ubcf4\ub4dc\ub294 \uace0\uac1d \uac00\uc871 \uc804\uccb4\uc758 \uc790\uc0b0, \ubd80\ucc44, \uc608\uc815\ub41c \uc791\uc5c5\uc744 \uc694\uc57d\ud558\uc5ec \uc138\ub300 \uac04 \uc790\uc0b0\uc5d0 \ub300\ud55c \ub300\ud654\ub97c \uc27d\uac8c \uc900\ube44\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-interaction-and-activity-tracking\">\uc0c1\ud638\uc791\uc6a9 \ubc0f \ud65c\ub3d9 \ucd94\uc801<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \ud68c\uc758, \ud1b5\ud654, \uc774\uba54\uc77c, \ubb38\uc11c \uc804\uc1a1\uc740 \ub0a0\uc9dc, \uc2dc\uac04, \ucc38\uac00\uc790\uc640 \ud568\uaed8 CRM\uc5d0 \uc790\ub3d9 \ub610\ub294 \uc218\ub3d9\uc73c\ub85c \uae30\ub85d\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \ubaa8\ub4e0 \ud300\uc6d0\uc774 \ud544\uc694\ud560 \ub54c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \uc644\uc804\ud55c \uace0\uac1d \uc815\ubcf4 \uae30\ub85d\uc774 \uc0dd\uc131\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc120\uc784 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 2026\ub144 3\uc6d4\uc5d0 \ud68c\uc758\ub97c \uc900\ube44\ud560 \ub54c \ub3d9\ub8cc\uc5d0\uac8c \uc0c1\ud669\uc744 \ubb3c\uc5b4\ubcf4\uc9c0 \uc54a\uace0\ub3c4 \uacfc\uac70\uc758 \ud22c\uc790 \uc81c\uc548, \uacc4\uc57d, \uc804\uccb4 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc744 \uc989\uc2dc \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac00\uc2dc\uc131\uc740 \ud2b9\ud788 \uc5ec\ub7ec \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc5ec\ub7ec \uad00\ud560 \uad6c\uc5ed\uc5d0 \uac78\uccd0 \ub3d9\uc77c\ud55c \ucd08\uace0\uc561 \uc790\uc0b0\uac00 \uac00\uc871\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uacbd\uc6b0 \ub0b4\ubd80 \ud611\uc5c5\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d\uacfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub300\ud55c \uba54\ubaa8\ub97c \uae30\ub85d\ud558\uace0, \ud68c\uc758\ub85d\uc744 \ucca8\ubd80\ud558\uace0, \ud300\uc6d0\ub4e4\uc758 \ub9c8\uac10\uc77c\uacfc \ud568\uaed8 \uace0\uac1d \ud6c4\uc18d \uc870\uce58\ub97c \uc800\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0c1\ud638 \uc791\uc6a9 \ud0c0\uc784\ub77c\uc778\uc740 \uc911\ubcf5\ub41c \uc5f0\ub77d\uc758 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \ubaa8\ub4e0 \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \uc9c1\uc6d0\uc5d0\uac8c \uc77c\uad00\ub41c \uba54\uc2dc\uc9c0\ub97c \uc804\ub2ec\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-and-performance-views-inside-the-crm\">CRM \ub0b4\ubd80\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc131\uacfc \ubcf4\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 CRM\uc740 \ub2e8\uc21c\ud55c \uc601\uc5c5 \ub370\uc774\ud130\ubca0\uc774\uc2a4\uac00 \ub418\uc5b4\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790 \uc218\uc900\uc5d0\uc11c \uc8fc\uc694 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \ud45c\uc2dc\ud558\uc5ec \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc2dc\uc2a4\ud15c \uac04 \uc804\ud658 \uc5c6\uc774 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \ub300\ud654\ub97c \ub098\ub20c \uc218 \uc788\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c \ub610\ub294 \ud575\uc2ec \ubc45\ud0b9 \ud50c\ub7ab\ud3fc\uc5d0 \uc5f0\uacb0\ud558\uc5ec \ubcf4\uc720 \uc790\uc0b0, \uac70\ub798 \ubc0f \uc131\uacfc \uc9c0\ud45c\ub97c CRM\uc73c\ub85c \uc9c1\uc811 \uac00\uc838\uc635\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uac1d \uae30\ub85d\uc5d0\uc11c \uc9c1\uc811 \uc790\uc0b0 \ud074\ub798\uc2a4, \ud1b5\ud654, \uc139\ud130\ubcc4 \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc30\ubd84\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e4\uc81c \uc801\uc6a9 \uc0ac\ub840\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud22c\uc790\ud560 \uc900\ube44\uac00 \ub41c \ud604\uae08 \uc794\uc561\uc774 \ub9ce\uc740 \uace0\uac1d \ud544\ud130\ub9c1\ud558\uae30<\/li>\n\n\n\n<li>\ub9ac\ubc38\ub7f0\uc2f1 \ub17c\uc758\uac00 \ud544\uc694\ud55c \uc9d1\uc911\ub41c \uc8fc\uc2dd \ud3ec\uc9c0\uc158 \ud30c\uc545\ud558\uae30<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud2b9\uc131\uc5d0 \ub530\ub77c \ud0c0\uac9f\ud305 \ucea0\ud398\uc778 \ud2b8\ub9ac\uac70\ud558\uae30<\/li>\n\n\n\n<li>\ud604\uc7ac \uc131\uacfc \ub370\uc774\ud130\ub85c \ud68c\uc758 \uc790\ub8cc \uc900\ube44<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c CRM\uc5d0 \ud1b5\ud569\ud558\uba74 \ud68c\uc758 \uc900\ube44 \uc2dc\uac04\uc774 \ub2e8\ucd95\ub418\uace0 \uc0ac\uc804 \uc608\ubc29\uc801\uc778 \uc870\uc5b8\uc774 \uac00\ub2a5\ud574\uc9d1\ub2c8\ub2e4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc790\ub294 \uac1c\ubcc4 \uac80\ud1a0\ub97c \uae30\ub2e4\ub9b4 \ud544\uc694 \uc5c6\uc774 \uace0\uac1d \uae30\ubc18 \uc804\uccb4\uc5d0\uc11c \uae30\ud68c\ub97c \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-workflow-automation-and-task-management\">\uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654 \ubc0f \uc791\uc5c5 \uad00\ub9ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc81c \uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uc790\ub3d9\ud654\ub294 \uc628\ubcf4\ub529, \uc801\ud569\uc131 \ubc0f \uc9c0\uc18d\uc801\uc778 \uac80\ud1a0\uc640 \uad00\ub828\ub41c \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc790\ub3d9\ud654\uac00 \uc5c6\ub2e4\uba74 \uae30\uc5c5\uc740 \uace0\uac1d \uad00\uacc4 \uad6c\ucd95\uc5d0 \uc0ac\uc6a9\ud560 \uc218 \uc788\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc2dc\uac04\uc744 \uad00\ub9ac \uc5c5\ubb34\uc5d0 \ub0ad\ube44\ud558\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \ub514\uc9c0\ud138 \uc591\uc2dd, \ubb38\uc11c \uc218\uc9d1, \uc2e4\uc18c\uc720\uc790 \ud655\uc778, KYC \uc2b9\uc778 \ub2e8\uacc4 \ub4f1 \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uc704\ud55c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uacfc\uc815\uc740 \uba85\ud655\ud55c \uc18c\uc720\uad8c\uacfc \uae30\ud55c\uc5d0 \ub530\ub77c \uc21c\ucc28\uc801\uc73c\ub85c \uc9c4\ud589\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc790\ub3d9\ud654\ub41c \uc2dc\ud000\uc2a4 \uc608\uc2dc:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc7a0\uc7ac \uace0\uac1d\uc774 \uc0dd\uc131\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubcf4\uc548 \uc628\ubcf4\ub529 \ub9c1\ud06c\uac00 \uc790\ub3d9\uc73c\ub85c \uc804\uc1a1\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uace0\uac1d\uc774 \uc591\uc2dd\uc744 \uc791\uc131\ud558\uace0 \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4\uac00 \uac80\ud1a0\ub97c \uc704\ud55c \uc54c\ub9bc\uc744 \ubc1b\uc74c<\/li>\n\n\n\n<li>\uacc4\uc815\uc744 \ud65c\uc131\ud654\ud560 \uc900\ube44\uac00 \ub418\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc54c\ub9bc\uc774 \uc804\uc1a1\ub429\ub2c8\ub2e4.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uc791\uc5c5 \uad00\ub9ac \uae30\ub2a5\uc740 \uc5ec\uad8c \ub9cc\ub8cc, \uc608\uc815\ub41c KYC \uac80\ud1a0, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc7ac\uc870\uc815 \uc791\uc5c5, \uc608\uc815\ub41c \uace0\uac1d \ud6c4\uc18d \uc870\uce58 \ub4f1 \uc77c\uc77c \ubc0f \uc8fc\uac04 \uc6b0\uc120\uc21c\uc704\ub97c \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \ucd94\uc0c1\uc801\uc778 \uc790\ub3d9\ud654 \uc57d\uc18d\uc774 \uc544\ub2cc \uc2e4\uc9c8\uc801\uc778 \uc2dc\uac04 \uc808\uc57d\uacfc \uc624\ub958 \uac10\uc18c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-analytics-reporting-and-aum-insights\">\ubd84\uc11d, \ub9ac\ud3ec\ud305 \ubc0f AUM \uc778\uc0ac\uc774\ud2b8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc6a9 CRM\uc740 \uad00\ub9ac \uc911\uc778 \uc790\uc0b0, \uc21c \uc2e0\uaddc \uc790\uae08, \ud30c\uc774\ud504\ub77c\uc778 \uac00\uce58, \uc704\ud5d8 \uc218\uc900 \ub610\ub294 \uc9c0\uc5ed\ubcc4 \uace0\uac1d \uc138\ubd84\ud654\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ub300\uc2dc\ubcf4\ub4dc\ub97c \uc81c\uacf5\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub370\uc774\ud130 \uae30\ubc18 \uc778\uc0ac\uc774\ud2b8\ub294 \uacbd\uc601\uc9c4\uc774 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. CRM \ubc0f \uc790\uc0b0 \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc758 \ud1b5\ud569 \ubcf4\uace0 \ub3c4\uad6c\ub294 \uc7ac\ubb34 \uacc4\ud68d, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud68c\uacc4, \uc131\uacfc \ubcf4\uace0 \uae30\ub2a5\uc744 \ub354\uc6b1 \uac15\ud654\ud558\uc5ec \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uacbd\uc601\uc9c4 \ubaa8\ub450\uc5d0\uac8c \uc885\ud569\uc801\uc778 \uc2dc\uac01\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub9ac\ud3ec\ud305\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \ud2b8\ub80c\ub4dc\ub97c \uac15\uc870\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uc778\uc0ac\uc774\ud2b8 \uc720\ud615<\/th><th>\uc608<\/th><\/tr><tr><td>\uc21c \uc2e0\uaddc \uc790\uae08<\/td><td>2026\ub144\uc5d0 \ud655\ubcf4\ud55c \uc2e0\uaddc \uace0\uac1d \uc720\uc785\ub7c9<\/td><\/tr><tr><td>\uad50\ucc28 \ud310\ub9e4<\/td><td>\uc790\ubb38 \uace0\uac1d\uc5d0 \ub300\ud55c \uc7ac\ub7c9 \uc704\uc784\uc7a5 \ucc44\ud0dd<\/td><\/tr><tr><td>\uc81c\ud488 \ud2b8\ub80c\ub4dc<\/td><td>\uae30\uc874 \uace0\uac1d\ub4e4 \uc0ac\uc774\uc5d0\uc11c ESG \uc804\ub7b5\uc5d0 \ub300\ud55c \uad00\uc2ec \uc99d\uac00<\/td><\/tr><tr><td>\uaddc\uc815 \uc900\uc218 \uaca9\ucc28<\/td><td>\uc5c5\ub370\uc774\ud2b8\ub41c KYC \ubb38\uc11c\uac00 \ub204\ub77d\ub41c \uace0\uac1d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc9c0\ub09c 12\uac1c\uc6d4 \ub3d9\uc548 \uc801\ud569\uc131 \uac80\ud1a0\uac00 \ub204\ub77d\ub41c \uacc4\uc88c\ub97c \ub098\uc5f4\ud558\ub294 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \ubcf4\uace0\uc11c\ub97c \ud65c\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\ub124\ubc14\uc758 \uc790\uc0b0 \uad00\ub9ac \ucc45\uc784\uc790\ub294 \ub9e4\uc6d4 \uccab \uc601\uc5c5\uc77c\uc5d0 \uc6d4\ubcc4 AUM \ub300\uc2dc\ubcf4\ub4dc\ub97c \uac80\ud1a0\ud558\uc5ec \ubaa9\ud45c \ub300\ube44 \uc2e4\uc801\uc744 \ucd94\uc801\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-secure-document-management\">\uc548\uc804\ud55c \ubb38\uc11c \uad00\ub9ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc5ec\uad8c, \uacf5\uacfc\uae08 \uccad\uad6c\uc11c, \ud22c\uc790 \uc704\uc784\uc7a5, \uc790\ubb38 \uacc4\uc57d\uc11c, \uc138\uae08 \ubb38\uc11c\uc640 \uac19\uc740 \ubbfc\uac10\ud55c \ud30c\uc77c\uc744 \ucc98\ub9ac\ud569\ub2c8\ub2e4. \ubb38\uc11c \uad00\ub9ac\ub294 \uc548\uc804\ud558\uace0 \uccb4\uacc4\uc801\uc774\uba70 \uc811\uadfc\uc131\uc774 \ub6f0\uc5b4\ub098\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc774\ub7ec\ud55c \ubb38\uc11c\ub97c \uace0\uac1d, \uacc4\uc88c, \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4 \ub2e8\uacc4\uc5d0 \ub530\ub77c \ud0dc\uadf8\uac00 \uc9c0\uc815\ub41c \uc554\ud638\ud654\ub41c \ud615\ud0dc\ub85c \uc800\uc7a5\ud569\ub2c8\ub2e4. \ub514\uc9c0\ud138 \uc11c\uba85 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc9c0\uc6d0\ud558\ubbc0\ub85c \uace0\uac1d\uc740 2026\ub144\ubd80\ud130 \uc778\uc1c4\ub098 \uc2a4\uce94 \uc5c6\uc774 \uc6d0\uaca9\uc73c\ub85c \ud22c\uc790 \uc704\uc784\uc7a5 \ubc0f \uc790\ubb38 \uacc4\uc57d\uc11c\uc5d0 \uc11c\uba85\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uba85\ud655\ud55c \ubc84\uc804 \uad00\ub9ac, \ubcf4\uc874 \uc815\ucc45, \uc561\uc138\uc2a4 \uad8c\ud55c\uc740 FINMA\ub098 FCA\uc640 \uac19\uc740 \ub2f9\uad6d\uc758 \uaddc\uc81c \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uac10\uc0ac\uc778\uc774 \ubb38\uc11c\ub97c \uc694\uccad\ud558\uba74 \uc2dc\uc2a4\ud15c\uc740 \ub204\uac00 \uc5b8\uc81c \ubb34\uc5c7\uc5d0 \uc561\uc138\uc2a4\ud588\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc644\uc804\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-kyc-and-compliance-workflows\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC \ubc0f \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218\ub294 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uac00 \uc77c\ubc18 \ub3c4\uad6c \ub300\uc2e0 \uc804\ubb38 CRM\uc744 \ucc44\ud0dd\ud558\ub294 \uc8fc\ub41c \uc774\uc720 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \uae08\uc735 \uc5c5\uacc4\uc5d0\uc11c\ub294 \uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0 \uaddc\uce59\uc744 \uc774\ud574\ud558\uace0, \uace0\uac1d \ud45c\uc900\uc744 \ud30c\uc545\ud558\uba70, \uad6d\uacbd\uc744 \ub118\ub294 \ubb38\uc11c \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 \uc2dc\uc2a4\ud15c\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc139\uc158\uc5d0\uc11c\ub294 InvestGlass\ub97c \ud1b5\ud574 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \ud504\ub85c\uc138\uc2a4\uac00 \uc5b4\ub5bb\uac8c \uc791\ub3d9\ud558\ub294\uc9c0 \ub2e8\uacc4\ubcc4\ub85c \uc124\uba85\ud569\ub2c8\ub2e4. \ubaa9\ud45c\ub294 \uc644\uc804\ud55c \uaddc\uc815 \uc900\uc218 \uad00\ub9ac\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \uba87 \uc8fc\uc5d0\uc11c \uba70\uce60\ub85c \ub2e8\ucd95\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-client-onboarding-journeys\">\ub514\uc9c0\ud138 \ud074\ub77c\uc774\uc5b8\ud2b8 \uc628\ubcf4\ub529 \uc5ec\uc815<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a0\uc7ac \uace0\uac1d\uc740 \uc548\uc804\ud55c \uc628\ubcf4\ub529 \ub9c1\ud06c\ub97c \ubc1b\uace0 \ubaa8\ub4e0 \uae30\uae30\uc5d0\uc11c \uac1c\uc778 \uc815\ubcf4, \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704 \uc124\ubb38\uc9c0, \ud22c\uc790 \ubaa9\ud45c\ub97c \uc791\uc131\ud569\ub2c8\ub2e4. \uc774 \uacbd\ud5d8\uc740 \ud604\ub300\uc801\uc774\uace0 \uc804\ubb38\uc801\uc778 \ub290\ub08c\uc744 \uc8fc\uba70 \ud68c\uc0ac\uc5d0 \ub300\ud55c \uc88b\uc740 \uc778\uc0c1\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc0c1\ud488 \ub610\ub294 \uad00\ud560\uad8c\ubcc4\ub85c \uad6c\uc131 \uac00\ub2a5\ud55c \uc628\ubcf4\ub529 \uc591\uc2dd\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uacc4\uc88c\ub294 EU \uc790\ubb38 \uc758\ubb34\uc640 \ub2e4\ub978 \uc11c\ub958\uac00 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2e0\ubd84\uc99d, \uc8fc\uc18c \uc99d\uba85 \ub4f1 \uc5c5\ub85c\ub4dc\ub41c \uc11c\ub958\ub294 \uc790\ub3d9\uc73c\ub85c \uace0\uac1d \uae30\ub85d\uc5d0 \ucca8\ubd80\ub418\uace0 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\ub97c \uc704\ud574 \ud50c\ub798\uadf8\uac00 \uc9c0\uc815\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ud61c\ud0dd:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \uc9c1\uc6d0\uc758 \uc218\ub3d9 \ub370\uc774\ud130 \uc785\ub825 \uac10\uc18c<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc628\ubcf4\ub529 \uc9c4\ud589 \uc0c1\ud669\uc744 \uc2e4\uc2dc\uac04\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubaa8\ub4e0 \uc2e0\uaddc \uace0\uac1d \uad00\uacc4\uc5d0\uc11c \uc77c\uad00\ub41c \uacbd\ud5d8 \ucc3d\ucd9c<\/li>\n\n\n\n<li>\uc2dc\uc791\ubd80\ud130 \uace0\uac1d \uc815\ubcf4\ub97c \uc815\ud655\ud558\uac8c \ucea1\ucc98\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-kyc-aml-and-risk-scoring-inside-the-crm\">CRM \ub0b4\ubd80\uc758 KYC, AML \ubc0f \ub9ac\uc2a4\ud06c \uc2a4\ucf54\uc5b4\ub9c1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 CRM\uc740 \ud544\uc694\ud55c \uacbd\uc6b0 \ud1b5\ud569 \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc2e0\uc6d0 \ud655\uc778, \uc81c\uc7ac \uc2ec\uc0ac, \uc815\uce58\uc801 \ub178\ucd9c \ub300\uc0c1\uc790 \ud655\uc778\uc744 \ud3ec\ud568\ud55c KYC \ud655\uc778\uc744 \uc870\uc728\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 KYC \uc124\ubb38\uc9c0, \uc704\ud5d8 \uc810\uc218, \uac80\ud1a0 \ub0a0\uc9dc\ub97c \uc800\uc7a5\ud55c \ub2e4\uc74c \uc815\ubcf4 \ub9cc\ub8cc\uac00 \ub2e4\uac00\uc624\uba74 \uc54c\ub9bc\uc744 \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, 2023\ub144 12\uc6d4\uc5d0 \uc704\ud5d8 \ud3c9\uac00\uac00 \ub9c8\uc9c0\ub9c9\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ub418\uc5b4 \uc774\uc81c \uac31\uc2e0\uc774 \ud544\uc694\ud55c 2026\ub144 1\uc6d4\uc758 \uace0\uac1d\uc5d0\uac8c \uc2dc\uc2a4\ud15c\uc774 \uc790\ub3d9\uc73c\ub85c \ud50c\ub798\uadf8\ub97c \uc9c0\uc815\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4\uc5d0\uc11c KYC \uae30\ub85d\uacfc \uc758\uc0ac \uacb0\uc815 \ub85c\uadf8\ub97c \uc720\uc9c0\ud558\uba74 \uaddc\uc81c \uac10\uc0ac \ubc0f \ub0b4\ubd80 \uac80\ud1a0\uac00 \uac04\uc18c\ud654\ub429\ub2c8\ub2e4. \uc774\uba54\uc77c \ubc1b\uc740 \ud3b8\uc9c0\ud568\uacfc \uacf5\uc720 \ub4dc\ub77c\uc774\ube0c\uc5d0 \ud769\uc5b4\uc838 \uc788\uc9c0 \uc54a\uace0 \ubaa8\ub4e0 \uac83\uc774 \ud55c\uacf3\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-audit-trails-and-approval-processes\">\uac10\uc0ac \ucd94\uc801 \ubc0f \uc2b9\uc778 \ud504\ub85c\uc138\uc2a4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc18c \ubcc0\uacbd, \uc0c8 \uc704\uc784\uc7a5 \uc2b9\uc778, \uacc4\uc815 \ud574\uc9c0 \ub4f1 CRM\uc758 \ubaa8\ub4e0 \uc911\uc694\ud55c \uc791\uc5c5\uc740 \uc0ac\uc6a9\uc790, \ub0a0\uc9dc, \uc2dc\uac04\uacfc \ud568\uaed8 \uae30\ub85d\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ucc45\uc784 \uc18c\uc7ac\ub97c \uba85\ud655\ud788 \ud558\uace0 \uc678\ubd80 \uaddc\uc81c \uae30\uad00\uc758 \uac80\uc0ac\ub97c \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \uae30\ub2a5\uc774 \ub0b4\ubd80 \uac80\ud1a0\uc640 \uaddc\uc81c \uc2ec\uc0ac \ubaa8\ub450\uc5d0 \ud544\uc694\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uace0\uc704\ud5d8 \uace0\uac1d\uc774\ub098 \ub300\uaddc\ubaa8 \uc774\uccb4\ub294 \uc2e4\ud589 \uc804\uc5d0 \uace0\uc704 \uc9c1\uc6d0\uc758 \uac80\uc99d\uc774 \ud544\uc694\ud558\ub3c4\ub85d \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b9\uc815 \uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud558\ub294 \uc784\uc758 \uc704\uc784\uc774 \ud65c\uc131\ud654\ub418\uae30 \uc804\uc5d0 CRM \ub0b4\uc5d0\uc11c \uc774\uc911 \uc2b9\uc778\uc774 \ud544\uc694\ud558\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uc138\uc694. \uc2dc\uc2a4\ud15c\uc774 \uc694\uccad\uc744 \ub77c\uc6b0\ud305\ud558\uace0 \ub450 \uac00\uc9c0 \uc2b9\uc778\uc744 \ubaa8\ub450 \ubc1b\uc740 \ud6c4\uc5d0\uc57c \uc704\uc784\uc774 \uc9c4\ud589\ub418\ub3c4\ub85d \ud5c8\uc6a9\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc81c\uc5b4\ub294 \uc624\ub958\ub97c \ubc29\uc9c0\ud558\uace0 \ud504\ub860\ud2b8, \uc911\uac04, \ubc31\uc624\ud53c\uc2a4 \ud300 \uc804\ubc18\uc758 \ucc45\uc784\uc744 \uc9c0\uc6d0\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6-1024x585.webp\" alt=\"\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM: 2026\ub144 \uc548\uc804\ud55c \ud655\uc7a5\uc744 \uc9c0\uc6d0\ud558\ub294 InvestGlass\uc758 \ubc29\ubc95\" class=\"wp-image-48876\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6-1024x585.webp 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6-300x171.webp 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6-768x439.webp 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6-18x10.webp 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6.webp 1344w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM: 2026\ub144 \uc548\uc804\ud55c \ud655\uc7a5\uc744 \uc9c0\uc6d0\ud558\ub294 InvestGlass\uc758 \ubc29\ubc95<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-security-and-hosting-choices\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c, \ubcf4\uc548 \ubc0f \ud638\uc2a4\ud305 \uc120\ud0dd\uad8c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc8fc\uad8c\uc740 \ud2b9\ud788 \uc2a4\uc704\uc2a4, EU \ubc0f \uad6d\uac00 \uac04 \ub370\uc774\ud130 \uc804\uc1a1\uc5d0 \ubbfc\uac10\ud55c \uad00\ud560\uad8c\uc5d0\uc11c \uc740\ud589, \ubbfc\uac04 \uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \uc911\uc694\ud55c \ubb38\uc81c\uc785\ub2c8\ub2e4. \uace0\uac1d\ub4e4\uc740 \uc790\uc2e0\uc758 \uae08\uc735 \ub370\uc774\ud130\uac00 \uc5b4\ub514\uc5d0 \uc800\uc7a5\ub418\uc5b4 \uc788\uace0 \ub204\uac00 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294\uc9c0\uc5d0 \ub300\ud574 \uc810\uc810 \ub354 \ub9ce\uc774 \ubb3b\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uc8fc\uad8c CRM\uc73c\ub85c, \uace0\uac1d \ub370\uc774\ud130\ub97c \uc2a4\uc704\uc2a4 \uad00\ud560\uad8c \ub0b4\uc5d0\uc11c \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud558\uac70\ub098 \uae30\uad00 \uc778\ud504\ub77c\uc5d0 \uc628\ud504\ub808\ubbf8\uc2a4\ub85c \ubc30\ud3ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 EU GDPR, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ubcf4\ud638\uc5d0 \uad00\ud55c \uc5f0\ubc29\ubc95 \ubc0f \ub370\uc774\ud130 \ubcf4\uc874\uc5d0 \ub300\ud55c \uace0\uac1d\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \ud574\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-hosting-and-on-premise-deployment\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ubc0f \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130 \ub610\ub294 \uc740\ud589 \uc790\uccb4 \uc778\ud504\ub77c \ub0b4\uc5d0\uc11c \uc2e4\ud589\ud560 \uc218 \uc788\uc73c\uba70, \uc774\ub294 \uc5c4\uaca9\ud55c \ub0b4\ubd80 \uc815\ucc45\uc744 \uac00\uc9c4 \ubbfc\uac04 \uc740\ud589 \ubc0f \uacf5\uacf5 \ubd80\ubb38 \uae30\uad00\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc720\uc5f0\uc131\uc740 \uae30\uad00\uc774 \uc774\uc0ac\ud68c\uc640 \uc704\ud5d8 \uc704\uc6d0\ud68c\uc5d0\uc11c \uacb0\uc815\ud55c \ub0b4\ubd80 \uc704\ud5d8 \uc815\ucc45\uc5d0 \ubd80\ud569\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \ub450 \uac00\uc9c0 \uc608\ub97c \uc0b4\ud3b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uad50\uc721\uae30\uad00 \uc720\ud615<\/th><th>\ubc30\ud3ec \uc120\ud0dd<\/th><th>\uadfc\uac70<\/th><\/tr><tr><td>\uc81c\ub124\ubc14\uc758 \ud504\ub77c\uc774\ube57 \ubc45\ud06c<\/td><td>\uc628\ud504\ub808\ubbf8\uc2a4<\/td><td>\uc5c4\uaca9\ud55c \ub0b4\ubd80 \ud074\ub77c\uc6b0\ub4dc \uc815\ucc45<\/td><\/tr><tr><td>\ucde8\ub9ac\ud788\uc758 \ud540\ud14c\ud06c \uc790\uc0b0 \uad00\ub9ac\uc790<\/td><td>\uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc \ud638\uc2a4\ud305<\/td><td>\uc8fc\uad8c\uc744 \uac00\uc9c4 \uc720\uc5f0\uc131<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130\ub97c \uc2a4\uc704\uc2a4\uc5d0 \ubcf4\uad00\ud558\uba74 \uc2a4\uc704\uc2a4\uc758 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \ud45c\uc900\uc744 \uc911\uc2dc\ud558\ub294 \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uace0\uac1d\uacfc \uaddc\uc81c \uad00\ub828 \ub17c\uc758\ub97c \uac04\uc18c\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-granular-permissions-and-role-based-access\">\uc138\ubd84\ud654\ub41c \uad8c\ud55c \ubc0f \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac CRM\uc740 \ub9e4\uc6b0 \uc138\ubd84\ud654\ub41c \uc561\uc138\uc2a4 \uc81c\uc5b4\ub97c \ud5c8\uc6a9\ud558\uc5ec \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc790\uc2e0\uc774\ub098 \ud300\uc5d0 \ud560\ub2f9\ub41c \uace0\uac1d\uacfc \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub9cc \ubcfc \uc218 \uc788\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4. \uc815\ubcf4 \uc7a5\ubcbd\uc740 \uac15\uc81c\ub825\uc774 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4, \uc608\uc57d \uc13c\ud130\ubcc4 \ubd84\ub9ac, \ucc28\uc774\ub2c8\uc988 \uc6d4 \uc694\uad6c \uc0ac\ud56d\uacfc \uac19\uc740 \uaddc\uc815 \uc900\uc218 \uaddc\uce59\uc5d0 \ub530\ub978 \uc81c\ud55c\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ucde8\ub9ac\ud788\uc758 \uc911\ub3d9 \ub370\uc2a4\ud06c\ub294 \uc720\ub7fd \ud604\uc9c0 \uace0\uac1d \ub370\uc774\ud130\ub97c \ubcfc \uc218 \uc5c6\uace0 \uacbd\uc601\uc9c4\uc740 \ud1b5\ud569\ub41c \ub300\uc2dc\ubcf4\ub4dc\ub9cc \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc77c\ubc18\uc801\uc778 \uc5ed\ud560 \uc561\uc138\uc2a4 \uc218\uc900:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uc5ed\ud560<\/th><th>\uc561\uc138\uc2a4 \uc218\uc900<\/th><\/tr><tr><td>\uad00\uacc4 \uad00\ub9ac\uc790<\/td><td>\ub0b4 \uace0\uac1d \ubc0f \ud300 \uace0\uac1d<\/td><\/tr><tr><td>\uc5b4\uc2dc\uc2a4\ud134\ud2b8<\/td><td>\uad00\ub9ac \ub370\uc774\ud130, \uc81c\ud55c\ub41c \uc7ac\ubb34 \ub370\uc774\ud130<\/td><\/tr><tr><td>\uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790<\/td><td>\ubaa8\ub4e0 KYC \ubc0f \uc704\ud5d8 \ub370\uc774\ud130, \uac10\uc0ac \ucd94\uc801<\/td><\/tr><tr><td>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc790<\/td><td>\ud560\ub2f9\ub41c \uc784\ubb34 \uc804\ubc18\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130<\/td><\/tr><tr><td>\uacbd\uc601\uc9c4<\/td><td>\ud1b5\ud569 \ubcf4\uace0, \uc77d\uae30 \uc804\uc6a9<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ud1b5\uc81c\ub294 \ub0b4\ubd80 \ub370\uc774\ud130 \uc720\ucd9c\uc758 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \uc815\ubcf4 \uc7a5\ubcbd\uc5d0 \ub300\ud55c \uaddc\uc81c \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ai-and-automation-in-wealth-management-crm\">\uc790\uc0b0 \uad00\ub9ac CRM\uc758 AI \ubc0f \uc790\ub3d9\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc5d0\ub294 \uc778\ub825\uc744 \ucda9\uc6d0\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc5ed\ub7c9\uc744 \ub298\ub9ac\uace0\uc790 \ud558\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud574 AI\uc640 \uc9c0\ub2a5\ud615 \uc790\ub3d9\ud654\uac00 \uc774\ub860\uc5d0\uc11c \ud604\uc2e4\ub85c \uc62e\uaca8\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc81c \uc774 \uae30\uc220\uc740 \uc2e4\ud5d8\uc801\uc778 \uae30\ub2a5\uc774 \uc544\ub2cc \uc2e4\uc9c8\uc801\uc778 \uac00\uce58\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc5d0\ub294 \ub370\uc774\ud130 \uac15\ud654, \ub9ac\ub4dc \uc2a4\ucf54\uc5b4\ub9c1, \ucd94\ucc9c \uc81c\uc548, \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \uc704\ud55c \uc790\uc5f0\uc5b4 \uc9c0\uc6d0\uc744 \uc704\ud55c AI \uae30\ubc18 \ub3c4\uad6c\uac00 \ud1b5\ud569\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \uae34 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc \uc694\uc57d, \ucc28\uc120\ucc45 \uc81c\uc548, \uc0c8\ub85c\uc6b4 \uad6c\uc870\ud654 \uc0c1\ud488\uc5d0 \uad00\uc2ec\uc774 \uc788\uc744 \uac00\ub2a5\uc131\uc774 \ub192\uc740 \uace0\uac1d \uc2dd\ubcc4 \ub4f1\uc758 \uc791\uc5c5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \uc9c0\uc6d0\ud558\uc9c0\ub9cc, \ud2b9\ud788 \uac1c\uc778\uc801\uc778 \uad00\uacc4\uc640 \ubbf8\ubb18\ud55c \uc774\ud574\uac00 \ud544\uc218\uc801\uc778 \ubcf5\uc7a1\ud55c \uc790\uc0b0 \uacc4\ud68d \ub17c\uc758\uc5d0\uc11c \uc778\uac04\uc758 \ud310\ub2e8\uc744 \ub300\uccb4\ud558\uc9c0\ub294 \ubabb\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-assisted-client-insights-and-next-best-actions\">AI\ub97c \ud1b5\ud55c \uace0\uac1d \uc778\uc0ac\uc774\ud2b8 \ubc0f \ucc28\uc120\ucc45 \ub9c8\ub828<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI \ubaa8\ub378\uc740 \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uac70\ub798 \ub0b4\uc5ed, \uace0\uac1d \ucc38\uc5ec \ub370\uc774\ud130\ub97c \ubd84\uc11d\ud558\uc5ec \uac01 \uace0\uac1d\uc758 \uae30\ud68c\uc640 \uc704\ud5d8\uc744 \uac15\uc870\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc218\ubc31 \uac1c\uc758 \uad00\uacc4\ub97c \uc218\ub3d9\uc73c\ub85c \uac80\ud1a0\ud558\ub294 \ub300\uc2e0 \uc6b0\uc120\uc21c\uc704\uac00 \uc9c0\uc815\ub41c \uc81c\uc548\uc744 \ubc1b\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \ud604\uae08 \ubcf4\uc720\uc561\uc774 \ub9ce\uace0 \uc704\ud5d8 \uac10\uc218\uc131\uc774 \ubcf4\uc218\uc801\uc778 \uace0\uac1d\uc5d0\uac8c \ud2b9\uc815 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubaa8\ub378\uc774 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \uc81c\uc548\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c AI\ub294 \uac70\ub798 \ud589\ub3d9\uc758 \uac11\uc791\uc2a4\ub7ec\uc6b4 \ubcc0\ud654\uc640 \uac19\uc740 \ube44\uc815\uc0c1\uc801\uc778 \ud328\ud134\uc744 \uac10\uc9c0\ud558\uc5ec \uc5b4\ub4dc\ubc14\uc774\uc800\ub098 \uaddc\uc815 \uc900\uc218 \ud300\uc5d0 \uac80\ud1a0\ub97c \uc694\uccad\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc778\uc0ac\uc774\ud2b8\ub294 CRM \ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \ubc14\ub85c \ud45c\uc2dc\ub418\ubbc0\ub85c \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ubcf4\ub2e4 \ud6a8\uc728\uc801\uc73c\ub85c \uac80\ud1a0 \ud68c\uc758\ub97c \uc900\ube44\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. AI \ucd94\ucc9c\uc744 \uc0ac\uc6a9\ud558\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \ud558\ub8e8\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \uae30\ubc18 \uc804\ubc18\uc758 AI \ud50c\ub798\uadf8\uac00 \uc9c0\uc815\ub41c \uae30\ud68c\uc5d0 \ub300\ud55c \uc544\uce68 \uac80\ud1a0<\/li>\n\n\n\n<li>\uc608\uc57d\ub41c \ud68c\uc758\uc5d0 \ub300\ud55c \uc900\ube44 \uc790\ub8cc \uc790\ub3d9 \uc0dd\uc131<\/li>\n\n\n\n<li>\uc778\uc0dd \uc774\ubca4\ud2b8 \ub610\ub294 \ud22c\uc790 \ub9c8\uc77c\uc2a4\ud1a4\uc774 \ub2e4\uac00\uc624\ub294 \uace0\uac1d\uc5d0 \ub300\ud55c \uc54c\ub9bc<\/li>\n\n\n\n<li>\ucd5c\uadfc \uc2dc\uc7a5 \ub3d9\ud5a5\uc744 \ubc14\ud0d5\uc73c\ub85c \uc81c\uc548\ud558\ub294 \ud654\ub450<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation-and-personalised-campaigns\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \ubc0f \uac1c\uc778\ud654\ub41c \ucea0\ud398\uc778<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 CRM\uc740 \uc77c\uc815 \uc218\uc900 \uc774\uc0c1\uc758 \uc790\uc0b0\uc744 \ubcf4\uc720\ud558\uace0 ESG \ud22c\uc790\uc5d0 \uad00\uc2ec\uc774 \uc788\ub294 \uace0\uac1d\uc744 \ud0c0\uac9f\ud305\ud558\ub294 \ub4f1 \uc138\ubd84\ud654\ub41c \ucea0\ud398\uc778\uc744 \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5835\">\ub9c8\ucf00\ud305<\/a> \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \ud655\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d \uc18d\uc131 \ubc0f \ud589\ub3d9\uc5d0 \ub530\ub77c \uc774\uba54\uc77c, \uc54c\ub9bc \ub610\ub294 \ud3ec\ud138 \uba54\uc2dc\uc9c0\ub97c \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc \ubcf4\uace0\uc11c\uac00 \ub098\uc624\uba74 \uad00\ub828 \uace0\uac1d\uc5d0\uac8c \uc790\ub3d9\uc73c\ub85c \ub9de\ucda4 \uc54c\ub9bc\uc774 \uc804\uc1a1\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ucea0\ud398\uc778 \uae30\ub2a5\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc9c0\uc5ed, \uc704\ud5d8 \ud504\ub85c\ud544 \ub610\ub294 \ud22c\uc790 \uad00\uc2ec\uc0ac\ubcc4\ub85c \uace0\uac1d\uc744 \uc138\ubd84\ud654\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\ucd5c\uc801\uc758 \uc2dc\uac04\uc5d0 \uc790\ub3d9\ud654\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc608\uc57d\ud558\uae30<\/li>\n\n\n\n<li>\uac01 \uba54\uc2dc\uc9c0\uc758 \uc5f4\uae30, \ud074\ub9ad, \ucc38\uc5ec\ub3c4 \ucd94\uc801\ud558\uae30<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218\ub97c \uc704\ud55c \uc644\ubcbd\ud55c \uac10\uc0ac \ucd94\uc801 \uc720\uc9c0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \uacbd\uc81c \uc9c0\uc5ed\uc758 \uc801\uaca9 \uace0\uac1d\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uc0ac\ubaa8 \uc2dc\uc7a5 \ud380\ub4dc\ub97c \uc18c\uac1c\ud558\ub294 2026\ub144 \ucea0\ud398\uc778\uc744 \uc0dd\uac01\ud574 \ubcf4\uc138\uc694. \uc774 \uc2dc\uc2a4\ud15c\uc740 \uc9c0\uc6d0\ud300\uc758 \uc218\uc791\uc5c5 \uc5c6\uc774\ub3c4 \uc801\uaca9 \uace0\uac1d\uc744 \uc2dd\ubcc4\ud558\uace0, \uac1c\uc778\ud654\ub41c \ucd08\ub300\uc7a5\uc744 \ubcf4\ub0b4\uace0, \uc751\ub2f5\uc744 \ucd94\uc801\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-choosing-the-right-crm-for-your-wealth-management-firm\">\uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0 \uc801\ud569\ud55c CRM \uc120\ud0dd\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 CRM\uc774 \ubaa8\ub4e0 \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \uc801\ud569\ud55c \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4. \ud68c\uc0ac \uaddc\ubaa8, \uaddc\uc81c \ud658\uacbd, \ub300\uc0c1 \uace0\uac1d, \uae30\uc220 \uc804\ub7b5\uc5d0 \ub530\ub77c \uc120\ud0dd\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \uac00\uc774\ub4dc\ub294 \uc0ac\uc6a9 \uac00\ub2a5\ud55c \ucd5c\uace0\uc758 CRM \uc194\ub8e8\uc158\uc744 \ud3c9\uac00\ud558\uae30 \uc704\ud55c \ub0b4\ubd80 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub97c \uc791\uc131\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub294 \uc218\ucc9c \uba85\uc758 \uace0\uac1d\uc744 \ubcf4\uc720\ud55c \ud504\ub77c\uc774\ube57 \ubc45\ud06c\uc640 \uc218\ubc31 \uba85\uc758 \uace0\uc561 \uc790\uc0b0\uac00 \uad00\uacc4\ub97c \uad00\ub9ac\ud558\ub294 \ub3c5\ub9bd \uc790\ubb38\uc0ac \ubaa8\ub450\uc5d0 \uc801\uc6a9\ub429\ub2c8\ub2e4. CRM \uad6c\ud604\uc758 \ud604\uc2e4\uc801\uc778 \uc77c\uc815\uc740 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \ubc0f \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc758 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c 3~6\uac1c\uc6d4\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-assess-your-current-processes-and-gaps\">\ud604\uc7ac \ud504\ub85c\uc138\uc2a4 \ubc0f \uaca9\ucc28 \ud3c9\uac00<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \ub9ac\ub4dc\ubd80\ud130 \uc628\ubcf4\ub529, \uc5f0\uac04 \uac80\ud1a0\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uae30\uc874 \uc2dc\uc2a4\ud15c\uacfc \uace0\uac1d \uc5ec\uc815\uc744 \ub9e4\ud551\ud558\uc5ec \ud578\ub4dc\uc624\ud504\uc640 \uc218\ub3d9 \ub2e8\uacc4\ub85c \uc778\ud574 \uc9c0\uc5f0\uc774 \ubc1c\uc0dd\ud558\ub294 \ubd80\ubd84\uc744 \ubb38\uc11c\ud654\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uac15\ub825\ud55c \ud50c\ub7ab\ud3fc\uc774 \uac00\uc7a5 \ud070 \uac00\uce58\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \ubd80\ubd84\uc774 \uc5b4\ub514\uc778\uc9c0 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ucc28\uc774\uc810\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud30c\uc774\ud504\ub77c\uc778 \ubc0f \uc601\uc5c5 \ud504\ub85c\uc138\uc2a4\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131 \ubd80\uc871<\/li>\n\n\n\n<li>\ubcf4\uace0\ub97c \uc704\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \uc218\uc900 AUM \ub370\uc774\ud130 \ucd94\ucd9c\uc758 \uc5b4\ub824\uc6c0<\/li>\n\n\n\n<li>\uc624\ub958\uc728\uc774 \ub192\uc740 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc758 \uc218\ub3d9 KYC \ucd94\uc801<\/li>\n\n\n\n<li>\uc18c\ud1b5\ud558\uc9c0 \uc54a\ub294 \ubcc4\ub3c4\uc758 \uc7ac\ubb34 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\ub294 \uc5ec\ub7ec \ud300<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144\uacfc 2026\ub144\uc5d0 \ub9ce\uc740 \uae30\uc5c5\ub4e4\uc740 \uc774\ub7ec\ud55c \ub2e8\ud3b8\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc774 \uc77c\uad00\uc131 \uc5c6\ub294 \uace0\uac1d \uacbd\ud5d8\uacfc \uc6b4\uc601 \ube44\ud6a8\uc728\uc131\uc73c\ub85c \uc774\uc5b4\uc9c4\ub2e4\ub294 \uc0ac\uc2e4\uc744 \uc54c\uac8c \ub420 \uac83\uc785\ub2c8\ub2e4. CRM \uacf5\uae09\uc5c5\uccb4\ub97c \uc120\ud0dd\ud558\uae30 \uc804\uc5d0 \uc694\uad6c \uc0ac\ud56d\uc744 \uc815\uc758\ud558\ub294 \ub370 \uace0\ubb38, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790 \ubc0f \uc6b4\uc601 \ub2f4\ub2f9\uc790\ub97c \ucc38\uc5ec\uc2dc\ud0a4\uc138\uc694.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-check-integrations-with-core-banking-and-portfolio-systems\">\ud575\uc2ec \ubc45\ud0b9 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2dc\uc2a4\ud15c\uacfc\uc758 \ud1b5\ud569 \ud655\uc778<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 CRM\uc740 \ud575\uc2ec \ubc45\ud0b9 \uc5d4\uc9c4, \uc7ac\ubb34 \uacc4\ud68d \uc18c\ud504\ud2b8\uc6e8\uc5b4, \ud68c\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud50c\ub7ab\ud3fc\uacfc \uac19\uc740 \uae30\uc874 \uc2dc\uc2a4\ud15c\uacfc \uc5f0\uacb0\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ud1b5\ud569\uc774 \uc774\ub8e8\uc5b4\uc9c0\uc9c0 \uc54a\uc73c\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc774\uc911 \ub370\uc774\ud130 \uc785\ub825\uacfc \uc624\ub798\ub41c \uc815\ubcf4\uc5d0 \uc9c1\uba74\ud558\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 API\uc640 \ud30c\uc77c \uae30\ubc18 \ucee4\ub125\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d, \uacc4\uc88c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \ubc31\uc624\ud53c\uc2a4 \uc7ac\ubb34 \uc2dc\uc2a4\ud15c\uacfc \ub3d9\uae30\ud654\ud569\ub2c8\ub2e4. \uc2e4\uc81c \uc2dc\ub098\ub9ac\uc624\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\ud1b5\ud569 \uc720\ud615<\/th><th>\uc608<\/th><\/tr><tr><td>AUM \uc5c5\ub370\uc774\ud2b8<\/td><td>\uc218\ud0c1 \uc740\ud589\uc758 \uc57c\uac04 \ub3d9\uae30\ud654<\/td><\/tr><tr><td>\uac70\ub798 \uc54c\ub9bc<\/td><td>\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ubcfc \uc218 \uc788\ub294 \uc2e4\uc2dc\uac04 \uc54c\ub9bc<\/td><\/tr><tr><td>\ubb38\uc11c \uacf5\uc720<\/td><td>\uae30\uc874 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc790\ub3d9 \uc218\uc9d1<\/td><\/tr><tr><td>\uce98\ub9b0\ub354 \ud1b5\ud569<\/td><td>Microsoft \ub610\ub294 Google\uc758 \ubaa8\uc784 \ub85c\uae45<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \ud1b5\ud569\uc740 \uc6b4\uc601 \ub9ac\uc2a4\ud06c\ub97c \uc904\uc774\uace0 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d\uacfc \uc0c1\ub2f4\ud558\uae30 \uc804\uc5d0 \ud56d\uc0c1 \ucd5c\uc2e0 \uc815\ubcf4\ub97c \ubcfc \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc7ac\ubb34 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \ub300\ud55c \uc77c\ubc18\uc801\uc778 \uc57d\uc18d\ubcf4\ub2e4\ub294 \uad6c\uccb4\uc801\uc778 \ud1b5\ud569 \uc0ac\ub840\ub97c \uc694\uccad\ud558\uc138\uc694.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-plan-for-adoption-training-and-change-management\">\ub3c4\uc785, \uad50\uc721 \ubc0f \ubcc0\uacbd \uad00\ub9ac\ub97c \uc704\ud55c \uacc4\ud68d \uc218\ub9bd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\ubb34\ub9ac \uac15\ub825\ud55c CRM \uc194\ub8e8\uc158\uc774\ub77c\ub3c4 \uc0c1\ub2f4\uc0ac\uc640 \ube44\uc11c\uac00 \uc774\ub97c \uc77c\uc0c1 \uc5c5\ubb34\uc5d0 \ub3c4\uc785\ud558\uc9c0 \uc54a\uc73c\uba74 \uc2e4\ud328\ud569\ub2c8\ub2e4. \uae30\uc220\uc740 \uc0ac\ub78c\ub4e4\uc774 \uc77c\uad00\ub418\uac8c \uc0ac\uc6a9\ud560 \ub54c\ub9cc \uac00\uce58\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uccb4\uacc4\uc801\uc778 \uad50\uc721 \uc138\uc158, \uc5ed\ud560 \uae30\ubc18 \uc628\ubcf4\ub529, CRM\uc5d0 \ud65c\ub3d9\uc744 \uae30\ub85d\ud558\ub294 \ubc29\ubc95\uacfc \uc2dc\uae30\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uac00\uc774\ub4dc\ub77c\uc778\uc744 \uacc4\ud68d\ud574\uc57c \ud569\ub2c8\ub2e4. InvestGlass\ub294 \uc9c0\uc6d0 \ub9ac\uc18c\uc2a4\ub97c \uc81c\uacf5\ud558\uba70 \uad00\uacc4 \uad00\ub9ac\uc790, \uaddc\uc815 \uc900\uc218 \ud300 \ubc0f \uacbd\uc601\uc9c4\uc5d0 \ub9de\uac8c \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4\uc640 \ub300\uc2dc\ubcf4\ub4dc\ub85c \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub2e8\uacc4\uc801 \ub864\uc544\uc6c3 \uc811\uadfc \ubc29\uc2dd:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>2026\ub144 \ucd08\uc5d0 \ud558\ub098\uc758 \uc0ac\ubb34\uc2e4 \ub610\ub294 \ud300\uc73c\ub85c \uc2dc\uc791\ud558\uae30<\/li>\n\n\n\n<li>\ud53c\ub4dc\ubc31 \uc218\uc9d1 \ubc0f \uad6c\uc131 \uac1c\uc120<\/li>\n\n\n\n<li>\uc785\uc99d\ub418\uba74 \ucd94\uac00 \uc9c0\uc5ed\uc73c\ub85c \ud655\uc7a5<\/li>\n\n\n\n<li>\ub85c\uadf8\uc778 \ube48\ub3c4 \ubc0f \ud504\ub85c\ud544 \uc644\uc131\ub3c4\ub97c \ud1b5\ud55c \ucc44\ud0dd\ub960 \uce21\uc815<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-stands-out-as-a-crm-for-wealth-management\">\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM\uc73c\ub85c InvestGlass\uac00 \ub3cb\ubcf4\uc774\ub294 \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 CRM \uc2dc\uc2a4\ud15c\uc774 \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud55c\ub2e4\uace0 \uc8fc\uc7a5\ud558\uc9c0\ub9cc, InvestGlass\ub294 \ucc98\uc74c\ubd80\ud130 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uae30\uad00\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud574 \ub9cc\ub4e4\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc77c\ubc18 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uac15\uc81c\ub85c \uc801\uc6a9\ud558\ub294 \ub300\uc2e0 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uc758 \ud2b9\uc815 \uc694\uad6c \uc0ac\ud56d\uc744 \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-all-in-one-platform-for-regulated-institutions\">\uaddc\uc81c \uae30\uad00\uc744 \uc704\ud55c \uc62c\uc778\uc6d0 \ud50c\ub7ab\ud3fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, \ubcf4\uc548 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc744 \ud558\ub098\uc758 \uc2dc\uc2a4\ud15c\uc73c\ub85c \ud1b5\ud569\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc5ec\ub7ec \uac1c\uc758 \ub2e8\uc808\ub41c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \ud544\uc694\uc131\uc744 \uc904\uc5ec \uacf5\uae09\uc5c5\uccb4 \uad00\ub9ac\ub97c \uac04\uc18c\ud654\ud558\uace0 \ucd1d\uc18c\uc720\ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub300\uc0c1 \uc5c5\uc885\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ubc0f \uc790\uc0b0 \uad00\ub9ac<\/li>\n\n\n\n<li>\ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac \ubc0f \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4<\/li>\n\n\n\n<li>\ubcf4\ud5d8 \uc720\ud1b5 \ubc0f \uc7ac\ubb34 \uacc4\ud68d<\/li>\n\n\n\n<li>\ubd80\ub3d9\uc0b0 \ud22c\uc790 \ubc0f \uacf5\uacf5 \ubd80\ubb38 \uae30\uad00<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3d9\uc77c\ud55c CRM \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ubaa8\ub4e0 \uac83\uc744 \uad00\ub9ac\ud558\uba74 \uc774\ubca4\ud2b8\uc5d0\uc11c \ub9ac\ub4dc\ub97c \ud655\ubcf4\ud558\ub294 \uac83\ubd80\ud130 \uace0\uac1d \ud3ec\ud138\uc5d0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc11c\ub97c \uac8c\uc2dc\ud558\ub294 \uac83\uae4c\uc9c0 \uc77c\uad00\ub41c \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uc218\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 2024\ub144\uc758 \uc7a0\uc7ac \uace0\uac1d \ubc1c\uad74\ubd80\ud130 2027\ub144\uc758 \ub2e4\uc138\ub300 \uacc4\ud68d\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc804\uccb4 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc5d0 \uac78\uccd0 InvestGlass\ub97c \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-built-around-compliance-and-data-sovereignty\">\uaddc\uc815 \uc900\uc218 \ubc0f \ub370\uc774\ud130 \uc8fc\uad8c \uc911\uc2ec\uc758 \uad6c\ucd95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \uc5f0\ud569\uacfc \uac19\uc774 \uac15\ub825\ud55c \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\uc640 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc5d0 \ub300\ud55c \uae30\ub300\uce58\uac00 \ub192\uc740 \uad00\ud560\uad8c\uc744 \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub0b4\uc7a5\ub41c \uac10\uc0ac \ucd94\uc801, \uad6c\uc131 \uac00\ub2a5\ud55c KYC \uc591\uc2dd \ubc0f \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\ub294 FINMA\uc640 \uac19\uc740 \uaddc\uc81c \uae30\uad00\uc758 \uaddc\uc81c \uc694\uac74\uc5d0 \ubd80\ud569\ud558\uba70 MiFID II \uc2a4\ud0c0\uc77c\uc758 \uc801\ud569\uc131 \uac80\uc0ac\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130\ub294 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \uc644\uc804\ud788 \ud638\uc2a4\ud305\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uae00\ub85c\ubc8c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uc640 \uc5ed\uc678 \ub370\uc774\ud130 \uc561\uc138\uc2a4\ub97c \uc5fc\ub824\ud558\ub294 \uae30\uad00\uc5d0\uac8c \uc911\uc694\ud55c \ucc28\ubcc4\ud654 \uc694\uc18c\uc785\ub2c8\ub2e4. \uc704\ud5d8 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc740 CRM\uc744 \uac10\ub3c5\ud574\uc57c \ud560 \ucd94\uac00 \uc2dc\uc2a4\ud15c\uc774 \uc544\ub2cc \ub3d9\ub9f9\uc73c\ub85c \uc5ec\uae41\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc9d1\uc911\uc740 \uaddc\uc815 \uc900\uc218 \uc624\ubc84\ud5e4\ub4dc\ub97c \uc904\uc774\uace0 \uace0\uac1d\uc758 \uc2e0\ub8b0\ub97c \uac15\ud654\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc7ac\ubb34 \ub370\uc774\ud130\uc758 \uc704\uce58\ub97c \ubb38\uc758\ud560 \ub54c \uc6b0\ub824\ub97c \uc81c\uae30\ud558\uae30\ubcf4\ub2e4\ub294 \uad00\uacc4\ub97c \uac15\ud654\ud558\ub294 \ub2f5\ubcc0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-is-a-wealth-management-crm-different-from-a-generic-crm\">\uc790\uc0b0 \uad00\ub9ac CRM\uc740 \uc77c\ubc18 CRM\uacfc \uc5b4\ub5bb\uac8c \ub2e4\ub978\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac CRM\uc740 \uc5f0\ub77d\ucc98\uc640 \ud65c\ub3d9\ubfd0\ub9cc \uc544\ub2c8\ub77c \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ud22c\uc790 \uc704\uc784, \uace0\uac1d\uc54c\uae30\uc81c\ub3c4(KYC) \ub370\uc774\ud130, \uaddc\uc81c \ubb38\uc11c\uae4c\uc9c0 \ud1b5\ud569\uc801\uc73c\ub85c \uad00\ub9ac\ud569\ub2c8\ub2e4. \uac00\uad6c, \uc2e0\ud0c1, \uc9c0\uc8fc\ud68c\uc0ac\uc640 \uac19\uc740 \ubcf5\uc7a1\ud55c \uad00\uacc4\ub97c \uc9c0\uc6d0\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac01 \uc18c\uc720\uc790\uc758 \uc801\ud569\uc131\uacfc \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704\ub97c \ucd94\uc801\ud569\ub2c8\ub2e4. \uc77c\ubc18 CRM\uc740 \ub3d9\uc77c\ud55c \uc218\uc900\uc758 \uace0\uac1d \ub370\uc774\ud130 \uad00\ub9ac \uae30\ub2a5\uc5d0 \ub3c4\ub2ec\ud558\uae30 \uc704\ud574 \ub9ce\uc740 \uc0ac\uc6a9\uc790 \uc9c0\uc815\uacfc \ucd94\uac00 \ud1b5\ud569\uc774 \ud544\uc694\ud55c \ubc18\uba74, InvestGlass\ub294 \uc774\ub7ec\ud55c \uae08\uc735 \uac1c\uccb4\ub97c \uc124\uacc4\ubd80\ud130 \ud3ec\ud568\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-crm-like-investglass-replace-my-existing-portfolio-management-system\">InvestGlass\uc640 \uac19\uc740 CRM\uc774 \uae30\uc874 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc744 \ub300\uccb4\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc8fc\ub85c \uc804\uc6a9 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub610\ub294 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uc744 \uc644\uc804\ud788 \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ud1b5\ud569\ud558\ub294 CRM \ubc0f \uc6cc\ud06c\ud50c\ub85c\uc6b0 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud1b5\ud569\uc744 \ud1b5\ud574 CRM \ub0b4\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud3ec\uc9c0\uc158, \uc131\uacfc \ubc0f \ubc30\ubd84\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc73c\uba70, \uacc4\uc0b0\uc774 \ub9ce\uc740 \uc791\uc5c5\uc740 \uc804\ubb38 \ubc31\uc624\ud53c\uc2a4 \ub3c4\uad6c\uc5d0 \ub0a8\uaca8\ub458 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad6c\ud604 \uacfc\uc815\uc5d0\uc11c \uae30\uc5c5\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc5b4\ub5a4 \ub370\uc774\ud130\ub97c \uc5b4\ub514\uc5d0 \uc800\uc7a5\ud558\uace0 \uc2dc\uc2a4\ud15c \uac04\uc5d0 \uc5bc\ub9c8\ub098 \uc790\uc8fc \ub3d9\uae30\ud654\ud560\uc9c0 \uacb0\uc815\ud558\uc5ec \uad00\uacc4 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \uc6d0\ud65c\ud55c \ud658\uacbd\uc744 \uc870\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-usually-take-to-implement-a-crm-for-a-wealth-management-firm\">\uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub97c \uc704\ud55c CRM\uc744 \uad6c\ud604\ud558\ub294 \ub370 \ubcf4\ud1b5 \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\uc815\uc740 \ud68c\uc0ac \uaddc\ubaa8, \ub370\uc774\ud130 \ud488\uc9c8, \ud1b5\ud569 \ubc94\uc704\uc5d0 \ub530\ub77c \ub2e4\ub974\uc9c0\ub9cc, \ub300\ubd80\ubd84\uc758 \uc911\uc18c\uaddc\ubaa8 \ud68c\uc0ac\ub294 3~6\uac1c\uc6d4 \ub0b4\uc5d0 \uccab \ubc88\uc9f8 \ud504\ub85c\ub355\uc158 \ubc84\uc804\uc744 \ubc30\ud3ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub85c\uc81d\ud2b8\uc5d0\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uac80\uc0c9, \uad6c\uc131, \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158, \ud1b5\ud569 \uc124\uc815, 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InvestGlass is a Swiss sovereign CRM combining digital onboarding, KYC, portfolio management, marketing automation, and a client portal in one comprehensive suite designed specifically for regulated financial [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49001,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1334,1333,95,1331],"class_list":["post-48873","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-financial-advisors","tag-crm-for-wealth-management","tag-wealth-management","tag-wealth-management-crm"],"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>CRM for Wealth Management: How InvestGlass Helps You Scale Securely in 2026 | InvestGlass<\/title>\n<meta name=\"description\" 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