{"id":48878,"date":"2026-01-30T16:16:53","date_gmt":"2026-01-30T15:16:53","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48878"},"modified":"2026-02-07T15:28:36","modified_gmt":"2026-02-07T14:28:36","slug":"crm%ec%9d%b4-%ea%b7%9c%ec%a0%95-%ec%a4%80%ec%88%98%ec%97%90-%eb%8f%84%ec%9b%80%ec%9d%b4-%eb%90%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-crm-helps-with-regulatory-compliance\/","title":{"rendered":"CRM\uc774 \uaddc\uc815 \uc900\uc218\uc5d0 \ub3c4\uc6c0\uc774 \ub418\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc740 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac \ubc0f \uae30\ud0c0 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uae30\uad00\uc758 \ud544\uc218 \uaddc\uc815 \uc900\uc218 \uc778\ud504\ub77c\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud55c\ub54c \uc601\uc5c5 \ubc0f \ub9c8\ucf00\ud305 \ub3c4\uad6c\uc600\ub358 \ud50c\ub7ab\ud3fc\uc740 \uc774\uc81c \uc5ec\ub7ec \uad00\ud560\uad8c\uc758 \uaddc\uc81c \uc694\uac74\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud55c \uc911\ucd94\uc801\uc778 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc798 \uad6c\uc131\ub41c CRM\uc740 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uace0, KYC \ubc0f \uc801\ud569\uc131 \uac80\uc0ac\ub97c \uc790\ub3d9\ud654\ud558\uba70, \uaddc\uc81c \uae30\uad00\uc774 \uc694\uad6c\ud558\ub294 \uac10\uc0ac \ucd94\uc801\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4. CRM \uaddc\uc815 \uc900\uc218\ub780 \uace0\uac1d \ub370\uc774\ud130\ub97c \ucc45\uc784\uac10 \uc788\uac8c \ucc98\ub9ac\ud558\uae30 \uc704\ud574 CRM \uc2dc\uc2a4\ud15c\uc774 \ucda9\uc871\ud574\uc57c \ud558\ub294 \uc77c\ub828\uc758 \ubc95\ub960, \uaddc\uc81c \ubc0f \ubcf4\uc548 \uc694\uad6c \uc0ac\ud56d\uc744 \ub9d0\ud569\ub2c8\ub2e4. \ubcf5\uc7a1\ud55c \uaddc\uc81c \ud658\uacbd\uc5d0\uc11c \uc6b4\uc601\ub418\ub294 \uae30\uc5c5\uc758 \uacbd\uc6b0 \uc62c\ubc14\ub978 CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ubcf4\uc720\ud55c\ub2e4\ub294 \uac83\uc740 \uc6d0\ud65c\ud55c \uc2ec\uc0ac\uc640 \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4dc\ub294 \uac1c\uc120 \ud504\ub85c\uc81d\ud2b8\uc758 \ucc28\uc774\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \uace0\uac1d\uad00\uacc4\uad00\ub9ac \uc2dc\uc2a4\ud15c\uc740 \uc774\uc81c \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac \ubc0f \uae30\ud0c0 \uaddc\uc81c \ub300\uc0c1 \uae30\uc5c5\uc758 \ud575\uc2ec \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac CRM\uc740 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uace0, KYC \ubc0f \uc801\ud569\uc131 \uac80\uc0ac\ub97c \uc790\ub3d9\ud654\ud558\uba70, FINMA, ESMA \ubc0f \uad6d\uac00 \uc740\ud589 \ub2f9\uad6d\uacfc \uac19\uc740 \uaddc\uc81c \uae30\uad00\uc744 \uc704\ud55c \uc644\ubcbd\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \uad6d\uc601 CRM\uc778 InvestGlass\ub294 \uc5c4\uaca9\ud55c \uae08\uc735 \uc11c\ube44\uc2a4 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ubaa8\ub4e0 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc2a4\uc704\uc2a4 \ub610\ub294 \uc0ac\ub0b4\uc5d0 \ud638\uc2a4\ud305\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc62c\ubc14\ub978 CRM \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud558\uba74 \uc7ac\uc815\uc801 \ucc98\ubc8c, \uc2dc\uc815 \ube44\uc6a9, \ud3c9\ud310 \uc190\uc0c1\uc758 \uc704\ud5d8\uc744 \uc904\uc774\ub294 \ub3d9\uc2dc\uc5d0 \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 \ub370\uc774\ud130 \ubcf4\ud638\uc5d0\uc11c \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 2024\ub144\uacfc 2025\ub144\uc758 \uaddc\uc81c \uc694\uac74\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \uc9c0\uc6d0\ud558\ub294 CRM \uae30\ub2a5\uc758 \uc2e4\uc81c \uc0ac\ub840\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-customer-relationship-management\">\uace0\uac1d \uad00\uacc4 \uad00\ub9ac \uc18c\uac1c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Customer Relationship Management (CRM) is at the heart of modern business operations, providing organizations with the tools to manage and analyze customer interactions across every stage of the customer lifecycle. By centralizing customer data and streamlining communication, CRM systems empower businesses to build stronger customer relationships, enhance satisfaction, and drive long term growth. In today\u2019s regulatory landscape, effective customer relationship management is not just about improving sales or service it\u2019s also about ensuring the secure handling of customer data in compliance with data protection regulations such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). With robust CRM systems in place, companies can protect customer data, maintain compliance with evolving laws, and foster trust through transparent and responsible data management. As a result, customer relationship management CRM platforms have become essential for organizations seeking to balance business operations with regulatory compliance and data protection.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-regulatory-compliance-now-depends-on-your-crm\">\uaddc\uc81c \uc900\uc218\uac00 \uc774\uc81c CRM\uc5d0 \ub2ec\ub824 \uc788\ub294 \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18 \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815, MiFID II, \uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0 \uc9c0\uce68, FINMA \ud68c\ub78c \ubc0f \ud604\uc9c0 \uc790\uc0b0 \uad00\ub9ac \uaddc\uc815\uacfc \uac19\uc740 \uaddc\uc815\uc740 \uc774\uc81c \uac70\uc758 \ubaa8\ub4e0 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc740 CRM \uc2dc\uc2a4\ud15c \ub0b4\uc5d0\uc11c \uae30\uc5c5\uacfc \ud604\uc7ac \ub610\ub294 \uc7a0\uc7ac \uace0\uac1d \uac04\uc758 \ud65c\ub3d9 \ubc0f \uc815\ubcf4 \uad50\ud658\uc744 \uc758\ubbf8\ud558\uba70, \uc774\ub97c \ubb38\uc11c\ud654\ud558\ub294 \uac83\uc740 \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uaddc\uc81c \ub300\uc0c1 \uae30\uc5c5\uc740 \uc7a0\uc7ac \uace0\uac1d\uacfc\uc758 \uccab \uc811\ucd09\ubd80\ud130 \uc9c0\uc18d\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \ud65c\ub3d9\uc744 \ubb38\uc11c\ud654\ud558\uace0, \uc815\ub2f9\ud654\ud558\uace0, \uc99d\uac70\ub97c \ubcf4\uad00\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc740 \ub354 \uc774\uc0c1 \ub2e8\uc21c\ud55c \uc601\uc5c5 \ub3c4\uad6c\uac00 \uc544\ub2d9\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc758 \uacbd\uc6b0 \uac1c\uc778 \ub370\uc774\ud130, \uac70\ub798 \ucee8\ud14d\uc2a4\ud2b8, \uc801\ud569\uc131 \ubb38\uc11c, \uadf8\ub9ac\uace0 <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=\"5839\">\ub9c8\ucf00\ud305<\/a> \ub3d9\uc758. \uaddc\uc81c \ub2f9\uad6d\uc740 \uc2ec\uc0ac\ub97c \uc9c4\ud589\ud560 \ub54c \uc5ec\ub7ec \ubd80\uc11c\uc5d0 \ud769\uc5b4\uc838 \uc788\ub294 \uc784\uc2dc \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub098 \uc774\uba54\uc77c \uc544\uce74\uc774\ube0c\uac00 \uc544\ub2cc \uc6b4\uc601 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc9c1\uc811 \uc99d\uac70\ub97c \uc0dd\uc131\ud558\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2023\ub144\uc5d0 \uc2e0\uaddc \uac00\uc785\ud55c \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc758 \uc790\uae08 \ucd9c\ucc98 \uc218\ud45c\ub97c \uc99d\uba85\ud574\uc57c \ud558\ub294 \uc2a4\uc704\uc2a4\uc758 \ud55c \ud504\ub77c\uc774\ube57 \ubc45\ud06c\ub97c \uc608\ub85c \ub4e4\uc5b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uc911\uc559 \uc9d1\uc911\uc2dd CRM\uc774 \uc5c6\ub2e4\uba74 \uc9c1\uc6d0\ub4e4\uc740 \uc5ec\ub7ec \ud3f4\ub354, \uc774\uba54\uc77c \uc2a4\ub808\ub4dc, \uc885\uc774 \ud30c\uc77c\uc744 \uac80\uc0c9\ud574\uc57c \ud560 \uac83\uc785\ub2c8\ub2e4. \ubaa9\uc801\uc5d0 \ub9de\uac8c \uad6c\ucd95\ub41c \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud558\uba74 \uba87 \ucd08 \ub9cc\uc5d0 \uc804\uccb4 \ubb38\uc11c\ub97c \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ucc2c\uac00\uc9c0\ub85c, MiFID II \uc801\ud569\uc131 \uac80\ud1a0\uc5d0 \ub2f5\ubcc0\ud558\ub294 EU \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \ud558\ub098\uc758 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1, \ud22c\uc790 \uc120\ud638\ub3c4 \ubc0f \ucd94\ucc9c \uadfc\uac70\uc758 \uc804\uccb4 \uc774\ub825\uc744 \uac00\uc838\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \uc774\uc81c \uc0ac\uce58\uac00 \uc544\ub2c8\ub77c \uae30\ubcf8\uc801\uc778 \uae30\ub300\uce58\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae30\uc5c5\uc744 \uc704\ud574 \uc601\uc5c5, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uc628\ubcf4\ub529, \uaddc\uc815 \uc900\uc218\ub97c \ud558\ub098\uc758 \uc548\uc804\ud55c \ud658\uacbd\uc73c\ub85c \ud1b5\ud569\ud558\uae30 \uc704\ud574 \ub9cc\ub4e4\uc5b4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-risk-of-non-compliance\">\uaddc\uc815 \ubbf8\uc900\uc218\ub85c \uc778\ud55c \uc704\ud5d8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Non compliance with data protection regulations is a serious threat to any business that manages customer data. Regulations such as the general data protection regulation (GDPR) and the california consumer privacy act (CCPA) set strict standards for how organizations must handle, store, and process personal data. Failure to meet these regulatory requirements can result in substantial financial penalties GDPR fines can reach up to \u20ac20 million or 4% of annual global turnover, whichever is higher. For healthcare organizations, non compliance with health insurance portability and accountability requirements can also lead to significant sanctions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \ubbf8\uc900\uc218\uc758 \uacb0\uacfc\ub294 \uae08\uc804\uc801 \ucc98\ubc8c \uc678\uc5d0\ub3c4 \ud3c9\ud310 \uc190\uc0c1\uacfc \uace0\uac1d \uc2e0\ub8b0\uc758 \uc57d\ud654\ub85c\uae4c\uc9c0 \uc774\uc5b4\uc9d1\ub2c8\ub2e4. \ubd80\uc801\uc808\ud55c \ub370\uc774\ud130 \ubcf4\uc548 \uc870\uce58\ub85c \uc778\ud55c \ub370\uc774\ud130 \uc720\ucd9c\ub85c \uc778\ud574 \uac1c\uc778 \ubc0f \uae08\uc735 \uc815\ubcf4\ub97c \ud3ec\ud568\ud55c \ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\uac00 \ub178\ucd9c\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0ac\uace0\ub294 \ube44\uc988\ub2c8\uc2a4 \uc6b4\uc601\uc5d0 \uc9c0\uc7a5\uc744 \uc904 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uace0\uac1d\uc774 \uc870\uc9c1\uc744 \uc2e0\ub8b0\ud560 \uc218 \uc5c6\uac70\ub098 \uace0\uac1d \uc815\ubcf4 \ubcf4\ud638\uc5d0 \uc18c\ud640\ud55c \uac83\uc73c\ub85c \uac04\uc8fc\ud558\uc5ec \uace0\uac1d \uad00\uacc4\uc758 \ub2e8\uc808\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Customer relationship management crm systems are central to managing customer data and ensuring compliance with data protection regulations. Without robust data security measures such as data encryption, strict access controls, and regular data audits businesses are at greater risk of unauthorized data access and data breaches. CRM systems with built in compliance tools, including consent management and detailed audit logs, help organizations demonstrate compliance and respond efficiently to data access requests or regulatory inquiries.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-centralized-client-data-and-documented-consent\">\uc911\uc559 \uc9d1\uc911\uc2dd \uace0\uac1d \ub370\uc774\ud130 \ubc0f \ubb38\uc11c\ud654\ub41c \ub3d9\uc758<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218\ub294 \uc5b4\ub5a4 \ub370\uc774\ud130\ub97c \ubcf4\uc720\ud558\uace0 \uc788\ub294\uc9c0, \uc5b4\ub514\uc5d0 \uc800\uc7a5\ub418\uc5b4 \uc788\ub294\uc9c0, \uc5b4\ub5a4 \ubc95\uc801 \uadfc\uac70\uc5d0 \ub530\ub77c \ucc98\ub9ac\ub418\ub294\uc9c0 \uc815\ud655\ud788 \ud30c\uc545\ud558\ub294 \uac83\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc740 \ub3d9\uc758\ub97c \ucd94\uc801\ud558\uace0, \uc561\uc138\uc2a4\ub97c \uc81c\uc5b4\ud558\uace0, \uac1c\uc778 \uc815\ubcf4\ub97c \uc801\uc808\ud558\uac8c \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \ub3c4\uad6c\ub97c \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uae30\uc5c5\uc774 GDPR \ubc0f CCPA\uc640 \uac19\uc740 \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uc5d0 \ub530\ub77c \uace0\uac1d \ub370\uc774\ud130\ub97c \uad00\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4. \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc5d0 \ud769\uc5b4\uc838 \uc788\ub294 \ub370\uc774\ud130\ub294 \uaddc\uc815 \ubbf8\uc900\uc218\uc5d0 \ub300\ud55c \ucde8\uc57d\uc131\uc744 \ub192\uc774\uace0 \uaddc\uc81c \ubb38\uc758\uc5d0 \ub300\ud55c \ub300\uc751\uc774 \ub290\ub9ac\uace0 \uc624\ub958\uac00 \ubc1c\uc0dd\ud558\uae30 \uc27d\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac15\ub825\ud55c CRM\uc740 \ubaa8\ub4e0 \uace0\uac1d \ud504\ub85c\ud544, KYC \ud30c\uc77c, \uc704\ud5d8 \ud504\ub85c\ud544, \ud22c\uc790 \uc120\ud638\ub3c4, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub3d9\uc758\ub97c \ud558\ub098\uc758 \uad6c\uc870\ud654\ub41c \ub9ac\ud3ec\uc9c0\ud1a0\ub9ac\uc5d0 \uc911\uc559 \uc9d1\uc911\ud654\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc911\uc559 \uc9d1\uc911\ud654\ub294 \ub370\uc774\ud130 \ubb34\uacb0\uc131\uc744 \uc9c0\uc6d0\ud558\uace0 \uc870\uc9c1 \uc804\uccb4\uc5d0\uc11c \ub370\uc774\ud130 \uc77c\uad00\uc131\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \ub610\ud55c CRM \uc2dc\uc2a4\ud15c\uc758 \uc911\uc559 \uc9d1\uc911\uc2dd \ub370\uc774\ud130 \uc800\uc7a5\uc18c\ub294 \ud3ec\uad04\uc801\uc778 \uaddc\uc815 \uc900\uc218 \ubb38\uc11c\ud654\ub97c \uc6a9\uc774\ud558\uac8c \ud558\uc5ec \uaddc\uc81c \uac80\ud1a0 \uc2dc \uc99d\uac70\ub97c \ub354 \uc27d\uac8c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-consent-management-works-in-practice\">\uc2e4\uc81c \ub3d9\uc758 \uad00\ub9ac\uc758 \uc791\ub3d9 \ubc29\uc2dd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815\uc778 GDPR \ubc0f \uc2a4\uc704\uc2a4 \uc5f0\ubc29 \ub370\uc774\ud130 \ubcf4\ud638\ubc95(FADP)\uacfc \uac19\uc740 \uc720\uc0ac\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ubc95\uc5d0 \ub530\ub77c \uae30\uc5c5\uc740 \ub370\uc774\ud130 \ucc98\ub9ac \ud65c\ub3d9\uc5d0 \ub300\ud574 \uc720\ud6a8\ud55c \uace0\uac1d \ub3d9\uc758\ub97c \uc5bb\uc5c8\uc74c\uc744 \uc785\uc99d\ud574\uc57c \ud569\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc740 \uc815\ud655\ud55c \ud0c0\uc784\uc2a4\ud0ec\ud504\ub85c \uc774 \ub3d9\uc758\ub97c \ucea1\ucc98\ud558\uace0 \ubc84\uc804 \uad00\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d \ub370\uc774\ud130\ub97c \ubcf4\ud638\ud558\uace0 \ud22c\uba85\uc131\uc744 \ubcf4\uc7a5\ud558\uba70 GDPR \ubc0f CCPA\uc640 \uac19\uc740 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub824\uba74 CRM \uc2dc\uc2a4\ud15c \ub0b4\uc5d0\uc11c \uac15\ub825\ud55c \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uc81c\uc5b4\ub97c \uad6c\ud604\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass <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=\"5838\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \uc591\uc2dd\uc740 \ub9c8\ucf00\ud305, \ub370\uc774\ud130 \ucc98\ub9ac \ubc0f \uad6d\uacbd \uac04 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \ub300\ud55c \ub3d9\uc758\ub97c \uc218\uc9d1\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc790\ub3d9\uc73c\ub85c \uae30\ub85d\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\ub3d9\uc758 \uc694\uc18c<\/th><th>\uae30\ub85d\ub418\ub294 \ub0b4\uc6a9<\/th><\/tr><tr><td>\ucc44\ub110<\/td><td>\uc6f9 \uc591\uc2dd, \ubaa8\ubc14\uc77c \uc571, \uc9c1\uc811 \ubc29\ubb38<\/td><\/tr><tr><td>\ub0a0\uc9dc \ubc0f \uc2dc\uac04<\/td><td>\uc815\ud655\ud55c \ud0c0\uc784\uc2a4\ud0ec\ud504<\/td><\/tr><tr><td>IP \uc8fc\uc18c<\/td><td>\uc778\uc99d \ubaa9\uc801<\/td><\/tr><tr><td>\ub3d9\uc758 \ubc84\uc804<\/td><td>\uc218\ub77d\ub41c \uc57d\uad00<\/td><\/tr><tr><td>\ud658\uacbd \uc124\uc815 \uc5c5\ub370\uc774\ud2b8<\/td><td>\uc2dc\uac04 \uacbd\uacfc\uc5d0 \ub530\ub978 \ubcc0\uacbd \uc0ac\ud56d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uae30\uc5c5\uc774 \ub3d9\uc758\ub97c \ubc1b\uc740 \uc2dc\uc810\uacfc \ubc29\ubc95\uc744 \uc815\ud655\ud788 \uc785\uc99d\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \ub370\uc774\ud130 \uc8fc\uccb4 \uad8c\ub9ac \uc694\uac74\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-supporting-data-minimization-and-access-requests\">\ub370\uc774\ud130 \ucd5c\uc18c\ud654 \ubc0f \uc561\uc138\uc2a4 \uc694\uccad \uc9c0\uc6d0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc911\uc559 \uc9d1\uc911\uc2dd \ub370\uc774\ud130\ub294 \ub370\uc774\ud130 \ucd5c\uc18c\ud654 \uc6d0\uce59\ub3c4 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uae30\uc5c5\uc774 \ud55c \uacf3\uc5d0\uc11c \ubaa8\ub4e0 \uace0\uac1d \uad00\ub828 \ub370\uc774\ud130\ub97c \uac80\uc0c9\ud558\uace0 \ub0b4\ubcf4\ub0bc \uc218 \uc788\uc73c\uba74 \ub370\uc774\ud130 \uc561\uc138\uc2a4 \uc694\uccad\uc774\ub098 \ub370\uc774\ud130 \uc0ad\uc81c \uc694\uccad\uc5d0 \ub300\ud55c \ub300\uc751\uc774 \uac04\ub2e8\ud574\uc9d1\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc744 \ud655\uc778\ud558\ub294 \ub300\uc2e0 \ub2e8\uc77c \uc778\ud130\ud398\uc774\uc2a4\uc5d0\uc11c \uc774\ub7ec\ud55c \uc694\uccad\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uce98\ub9ac\ud3ec\ub2c8\uc544 \uc18c\ube44\uc790 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ubc95 \ubc0f \uc77c\ubc18 \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815\uc5d0 \ub530\ub77c \ub370\uc774\ud130 \uc8fc\uccb4\ub294 \uc790\uc2e0\uc758 \uac1c\uc778 \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc561\uc138\uc2a4\ub97c \uc694\uccad\ud560 \uad8c\ub9ac\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc798 \uad6c\uc131\ub41c CRM\uc740 \uc774 \ud504\ub85c\uc138\uc2a4\ub97c \ubd80\ub2f4\uc2a4\ub7fd\uc9c0 \uc54a\uace0 \ud6a8\uc728\uc801\uc73c\ub85c \ub9cc\ub4ed\ub2c8\ub2e4. \ub610\ud55c CRM \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud574 \uaddc\uc815 \uc900\uc218 \ud300\uc740 \ub370\uc774\ud130 \uc561\uc138\uc2a4\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uc5ec \uad8c\ud55c\uc774 \uc788\ub294 \uc9c1\uc6d0\ub9cc \uace0\uac1d \ub370\uc774\ud130\ub97c \ubcf4\uac70\ub098 \ucc98\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automating-kyc-aml-and-suitability-workflows\">KYC, AML \ubc0f \uc801\ud569\uc131 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc790\ub3d9\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc720\ub7fd \uc5f0\ud569 \uc790\uae08\uc138\ud0c1\ubc29\uc9c0 \uc9c0\uce68, \uc2a4\uc704\uc2a4 AMLA, \ud604\uc9c0 \uc99d\uad8c\ubc95 \ub4f1\uc758 \uaddc\uc815\uc740 \uc628\ubcf4\ub529 \uc2dc\uc640 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc0c1\uc138\ud55c \uc2e4\uc0ac\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\ub294 \ube44\ud6a8\uc728\uc801\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c \uaddc\uc81c \ub2f9\uad6d\uc774 \ud30c\uc545\ud560 \uc218 \uc788\ub294 \uacf5\ubc31\uc774 \uc0dd\uae38 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc5d4\uc9c4\uc740 \ud544\uc218 \ud544\ub4dc\uc640 \uc720\ud6a8\uc131 \uac80\uc0ac \uaddc\uce59\uc744 \ud1b5\ud574 \ub2e8\uacc4\ubcc4 KYC \ud504\ub85c\uc138\uc2a4\ub97c \uc548\ub0b4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc5d0 \ub300\ud55c \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uc77c\uad00\uc131\uc744 \ubcf4\uc7a5\ud558\uace0 \uc778\uc801 \uc624\ub958\ub97c \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-automation-capabilities\">\uc8fc\uc694 \uc790\ub3d9\ud654 \uae30\ub2a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 CRM \uc2dc\uc2a4\ud15c\uc758 \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e0\uc6d0 \ud655\uc778<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5ec\uad8c \ubc0f \uc8fc\uc18c \uc99d\uba85\uc744 \uc704\ud55c \uc11c\ub958 \uc5c5\ub85c\ub4dc \uc694\uac74<\/li>\n\n\n\n<li>\uc790\ub3d9\ud654\ub41c \ubb38\uc11c \ub9cc\ub8cc \ucd94\uc801<\/li>\n\n\n\n<li>\uc678\ubd80 \uc778\uc99d \uc11c\ube44\uc2a4\uc640\uc758 \ud1b5\ud569<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc704\ud5d8 \uc810\uc218<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uaddc\uce59 \uae30\ubc18 \ubd84\ub958(\uc800\uc704\ud5d8, \uc911\uc704\ud5d8, \uace0\uc704\ud5d8)<\/li>\n\n\n\n<li>\uc810\uc218 \ubcc0\uacbd \uc2dc \uc790\ub3d9 \uc5d0\uc2a4\uceec\ub808\uc774\uc158<\/li>\n\n\n\n<li>\ucc44\uc810 \uadfc\uac70 \ubb38\uc11c\ud654<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc815\uae30 \ub9ac\ubdf0<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc704\ud5d8 \uc218\uc900\uc5d0 \ub530\ub77c 12\uac1c\uc6d4, 24\uac1c\uc6d4 \ub610\ub294 36\uac1c\uc6d4 \uac04\uaca9\uc73c\ub85c \ub9ac\ub9c8\uc778\ub354 \uc81c\uacf5<\/li>\n\n\n\n<li>\ubb38\uc11c \ub9cc\ub8cc \uc2dc \uc790\ub3d9 \uc54c\ub9bc<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8\uac00 \uc751\ub2f5\ud558\uc9c0 \uc54a\uc744 \ub54c\uc758 \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uaddc\uce59<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \uc0ac\uc6a9\ud558\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc5ec\uad8c, \uc8fc\uc18c \uc99d\uba85, FATCA \ubc0f CRS \uc790\uccb4 \uc778\uc99d \uc591\uc2dd\uc744 \uc218\uc9d1\ud55c \ub2e4\uc74c \ub514\uc9c0\ud138 \uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud574 \uc2b9\uc778\uc744 \ubc1b\uae30 \uc704\ud574 \uaddc\uc815 \uc900\uc218 \ubd80\uc11c\ub85c \uc804\ub2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \ub2e8\uacc4\ub294 \ubb38\uc11c\ud654\ub418\uace0 \ud0c0\uc784\uc2a4\ud0ec\ud504\uac00 \ucc0d\ud788\uba70 \uace0\uac1d \uae30\ub85d\uc5d0 \uc5f0\uacb0\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-suitability-and-appropriateness-checks\">\uc801\ud569\uc131 \ubc0f \uc801\uc808\uc131 \uac80\uc0ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">MiFID II \ubc0f \uc2a4\uc704\uc2a4 \uae08\uc735 \uc11c\ube44\uc2a4\ubc95(FINSA)\uc5d0 \ub530\ub77c \uae30\uc5c5\uc740 \ucd94\ucc9c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \uac01 \uace0\uac1d\uc758 \ubb38\uc11c\ud654\ub41c \uc704\ud5d8 \ud504\ub85c\ud544 \ubc0f \ud22c\uc790 \uae30\uac04\uacfc \uc77c\uce58\ud558\ub294\uc9c0 \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4. CRM \uc124\ubb38\uc9c0\ub294 \uc774\ub7ec\ud55c \uc694\uac74\uc744 \uc9c1\uc811 \ubaa8\ub378\ub9c1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc801\ud569\uc131 \ud3c9\uac00\ub97c \uc644\ub8cc\ud558\uba74 CRM\uc774 \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc81c\uc548\ub41c \ud22c\uc790\uc5d0 \ub300\ud55c \uace0\uac1d \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704 \ube44\uad50<\/li>\n\n\n\n<li>\uc81c\uc548\uc11c\ub97c \ubcf4\ub0b4\uae30 \uc804\uc5d0 \ud50c\ub798\uadf8\uac00 \uc77c\uce58\ud558\uc9c0 \uc54a\ub294 \uacbd\uc6b0<\/li>\n\n\n\n<li>\uad8c\uc7a5 \uc0ac\ud56d\uc758 \uadfc\uac70\ub97c \ubb38\uc11c\ud654\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\ub098\uc911\uc5d0 \ucc38\uc870\ud560 \uc218 \uc788\ub3c4\ub85d \uc804\uccb4 \ud3c9\uac00 \uae30\ub85d\uc744 \uc800\uc7a5\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uae30\uc5c5\uc774 \uc99d\uad8c \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \uaddc\uc81c \uc2ec\uc0ac\ub97c \uc704\ud55c \uc644\uc804\ud55c \uae30\ub85d\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-access-control-and-data-sovereignty\">\ubcf4\uc548, \uc561\uc138\uc2a4 \uc81c\uc5b4 \ubc0f \ub370\uc774\ud130 \uc8fc\uad8c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \uaddc\uc815 \uc900\uc218\ub294 \uaddc\uce59\uacfc \ubb38\uc11c\ud654\uc5d0\ub9cc \uad6d\ud55c\ub41c \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4. \ub610\ud55c \uace0\uac1d \uc815\ubcf4\uac00 \ub9e4\uc77c \uc5bc\ub9c8\ub098 \uc548\uc804\ud558\uac8c \uc800\uc7a5\ub418\uace0 \uc561\uc138\uc2a4\ub418\ub294\uc9c0\uc640\ub3c4 \uad00\ub828\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc81c \ub2f9\uad6d\uc740 \uac10\ub3c5 \ud65c\ub3d9\uc758 \uc77c\ud658\uc73c\ub85c \ub370\uc774\ud130 \ubcf4\uc548 \uc870\uce58\ub97c \uc810\uc810 \ub354 \ub9ce\uc774 \uac80\ud1a0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \ub370\uc774\ud130\ub97c \ubcf4\ud638\ud558\ub824\uba74 \uac15\ub825\ud55c \uc561\uc138\uc2a4 \uc81c\uc5b4 \ubc0f \ubcf4\uc548 \ud504\ub85c\ud1a0\ucf5c\uc744 \ud1b5\ud574 \uad8c\ud55c\uc774 \uc788\ub294 \uc9c1\uc6d0\ub9cc \ubbfc\uac10\ud55c \ub370\uc774\ud130\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-role-based-access-control\">\uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\ub97c \ubcf4\ud638\ud558\ub824\uba74 \uc5c4\uaca9\ud55c \uc561\uc138\uc2a4 \uc81c\uc5b4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00 \ub0b4 \uc5ed\ud560\uc5d0 \ub530\ub77c \uc11c\ub85c \ub2e4\ub978 \uc218\uc900\uc758 \uc561\uc138\uc2a4 \uad8c\ud55c\uc774 \ud544\uc694\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uc5ed\ud560<\/th><th>\ub370\uc774\ud130 \uc561\uc138\uc2a4 \uc218\uc900<\/th><\/tr><tr><td>\uad00\uacc4 \uad00\ub9ac\uc790<\/td><td>\uc790\uc0ac \uace0\uac1d \uc804\uc6a9<\/td><\/tr><tr><td>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc790<\/td><td>\ud22c\uc790 \ub370\uc774\ud130, \uc81c\ud55c\ub41c \uac1c\uc778 \uc815\ubcf4<\/td><\/tr><tr><td>\uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790<\/td><td>\uac10\ub3c5\uc744 \uc704\ud55c \uc804\uccb4 \uc561\uc138\uc2a4 \uad8c\ud55c<\/td><\/tr><tr><td>\ubc31 \uc624\ud53c\uc2a4<\/td><td>\uac70\ub798 \ucc98\ub9ac \ub370\uc774\ud130<\/td><\/tr><tr><td>\uad00\ub9ac<\/td><td>\uc9d1\uacc4\ub41c \ubcf4\uace0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub97c \ud1b5\ud574 \uad8c\ud55c\uc774 \ubd80\uc5ec\ub41c \uc0ac\uc6a9\uc790\ub9cc \uc790\uc2e0\uc758 \uc5c5\ubb34\uc640 \uad00\ub828\ub41c \ubbfc\uac10\ud55c \uc815\ubcf4\ub97c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4\ub294 \uc77c\ubc18 \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815 \ubc0f \uc740\ud589 \ubcf4\uc548 \uc9c0\uce68\uc758 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ubd80\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-technical-protections\">\uae30\uc220\uc801 \ubcf4\ud638<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac15\ub825\ud55c CRM \ud50c\ub7ab\ud3fc\uc740 \uc5ec\ub7ec \uacc4\uce35\uc758 \ub370\uc774\ud130 \ubcf4\uc548\uc744 \uad6c\ud604\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub370\uc774\ud130 \uc554\ud638\ud654<\/strong> \uc774\ub3d9 \uc911 \ubc0f \ud734\uc2dd \uc911<\/li>\n\n\n\n<li>\uba40\ud2f0\ud329\ud130 \uc635\uc158\uc744 \ud1b5\ud55c \uac15\ub825\ud55c \uc778\uc99d<\/li>\n\n\n\n<li>\uc0ac\ubb34\uc2e4 \ubc0f \uc2b9\uc778\ub41c \uc704\uce58\uc5d0 \ub300\ud55c IP \ud5c8\uc6a9 \ubaa9\ub85d<\/li>\n\n\n\n<li>\ub514\ubc14\uc774\uc2a4 \uc81c\uc5b4 \ubc0f \uc138\uc158 \uad00\ub9ac<\/li>\n\n\n\n<li>\uc815\uae30\uc801\uc778 \uce68\ud22c \ud14c\uc2a4\ud2b8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc870\uce58\ub294 \uc801\uc808\ud55c \uae30\uc220\uc801 \ubcf4\ud638\uc870\uce58\uc5d0 \ub300\ud55c GDPR \uc81c32\uc870 \uc694\uac74\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uae30\uc5c5\uc740 \ucde8\uae09\ud558\ub294 \ub370\uc774\ud130\uc758 \ubbfc\uac10\ub3c4\uc5d0 \uc801\ud569\ud55c \ubcf4\uc548\uc744 \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \uc815\ubcf4\ub97c \ubcf4\ud638\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-sovereignty-for-financial-institutions\">\uae08\uc735 \uae30\uad00\uc744 \uc704\ud55c \ub370\uc774\ud130 \uc8fc\uad8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc0ac\uc758 \uacbd\uc6b0 \ub370\uc774\ud130 \ubcf4\uc874\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \ubbfc\uac10\ud55c \uace0\uac1d \uc815\ubcf4\uac00 \uc800\uc7a5\ub418\ub294 \uc704\uce58\uc5d0 \ub530\ub77c \uc801\uc6a9\ub418\ub294 \ubc95\ub960\uacfc \ud574\ub2f9 \ub370\uc774\ud130\uc5d0 \uc7a0\uc7ac\uc801\uc73c\ub85c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \uc0ac\ub78c\uc774 \uacb0\uc815\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ubc95\ub960\uc5d0 \ub530\ub77c \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc5d0\uc11c \ud638\uc2a4\ud305\uc744 \uc81c\uacf5\ud558\uba70, \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \uc635\uc158\uc744 \ud1b5\ud574 \ucd5c\ub300\ud55c\uc758 \uc81c\uc5b4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub294 \ub9ce\uc740 \uae30\uad00\uc774 \ubbfc\uac10\ud55c \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ub370\uc774\ud130\ub97c \uad6d\uac00 \uc778\ud504\ub77c\uc5d0 \ubcf4\uad00\ud558\ub294 \uac83\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ube44\uad50: \uc2a4\uc704\uc2a4 \uc18c\ubc84\ub9b0 \ud638\uc2a4\ud305\uacfc \uc77c\ubc18 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc \ube44\uad50<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\uace0\ub824 \uc0ac\ud56d<\/th><th>\uc2a4\uc704\uc2a4 \uc18c\ubc84\ub9b0 CRM<\/th><th>\uc77c\ubc18 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc<\/th><\/tr><tr><td>\ub370\uc774\ud130 \ubcf4\uc874<\/td><td>\uc2a4\uc704\uc2a4<\/td><td>\ub2e4\uc591\ud55c \uc704\uce58<\/td><\/tr><tr><td>\uc801\uc6a9 \ubc95\ub960<\/td><td>\uc2a4\uc704\uc2a4 \ubc95\ub960<\/td><td>\uc7a0\uc7ac\uc801\uc73c\ub85c \uc678\uad6d\uc778<\/td><\/tr><tr><td>\uc815\ubd80 \uc561\uc138\uc2a4<\/td><td>\uc2a4\uc704\uc2a4 \ubc95\uc801 \uc808\ucc28\ub9cc \ud574\ub2f9<\/td><td>\ud574\uc678 \uc694\uccad\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/td><\/tr><tr><td>\uc81c\uc5b4<\/td><td>\uc804\uccb4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \uc635\uc158<\/td><td>\uacf5\uae09\uc5c5\uccb4\uc5d0 \ub530\ub77c \ub2e4\ub984<\/td><\/tr><tr><td>\uc740\ud589 \uaddc\uc81c \ub2f9\uad6d\uc758 \uc2b9\uc778<\/td><td>\uc77c\ubc18\uc801\uc73c\ub85c \uc120\ud638<\/td><td>\ucd94\uac00 \uc2e4\uc0ac\uac00 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc758 \ubbfc\uac10\ud55c \uace0\uac1d \uc815\ubcf4\ub97c \ub2e4\ub8e8\ub294 \uae30\uc5c5\uc758 \uacbd\uc6b0, \uc774\ub7ec\ud55c \uad6c\ubd84\uc740 \uaddc\uc81c \uc218\uc6a9 \uc5ec\ubd80\uc5d0 \uacb0\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-audit-trails-reporting-and-regulator-ready-evidence\">\uac10\uc0ac \ucd94\uc801, \ubcf4\uace0 \ubc0f \uaddc\uc81c \uae30\uad00 \uc900\ube44 \uc99d\uac70<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub2f9\uad6d\uc740 \uae30\uc5c5\uc774 \ubaa8\ub4e0 \ud504\ub85c\ud544 \ubcc0\uacbd, \uc704\ud5d8 \uc5c5\ub370\uc774\ud2b8, \ud22c\uc790 \ucd94\ucc9c\uc744 \ud3ec\ud568\ud558\uc5ec \uace0\uac1d \uad00\uacc4\uc758 \uc804\uccb4 \uc774\ub825\uc744 \ub2e4\uc2dc \uc791\uc131\ud560 \uac83\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \uc644\uc804\ud55c \uac10\uc0ac \ub85c\uadf8\ub97c \ud1b5\ud574 \uaddc\uc815 \uc900\uc218\ub97c \uc785\uc99d\ud560 \uc218 \uc788\ub294 \ub2a5\ub825\uc774 \ud575\uc2ec \uc694\uac74\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc740 \ubaa8\ub4e0 \uaddc\uc815 \uc900\uc218 \uad00\ub828 \ud65c\ub3d9\uacfc \ubcc0\uacbd \uc0ac\ud56d\uc744 \ucd94\uc801\ud558\uc5ec \uc9c0\uc18d\uc801\uc778 \uaddc\uc815 \uc900\uc218 \ubaa8\ub2c8\ud130\ub9c1\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc774 \uaddc\uc81c \uc758\ubb34\uc5d0 \ub300\ud55c \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud574\uc57c \ud558\ub294 \uacbd\uc6b0, CRM \uc2dc\uc2a4\ud15c\uc740 \ud544\uc218 \uaddc\uc815 \uc900\uc218 \ubcf4\uace0\uc11c\uc758 \uc791\uc131 \ubc0f \uc81c\ucd9c\uc744 \uc790\ub3d9\ud654\ud558\uc5ec \uaddc\uc81c \ubcf4\uace0\ub97c \uac04\uc18c\ud654\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \ucd5c\uc18c\ud55c\uc758 \uc218\uc791\uc5c5\uc73c\ub85c \uaddc\uc81c \ub2f9\uad6d\uc5d0 \uc900\ube44\ub41c \uc99d\uac70\ub97c \uc2e0\uc18d\ud558\uac8c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-immutable-audit-trails\">\ubcc0\uacbd \ubd88\uac00\ub2a5\ud55c \uac10\uc0ac \ucd94\uc801<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \uc2dc\uc2a4\ud15c\uc740 \ubaa8\ub4e0 \ud65c\ub3d9\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uae30\ub85d\uc744 \ubcf8 \uc0ac\ub78c \ubc0f \uc2dc\uae30<\/li>\n\n\n\n<li>\uace0\uac1d \ud504\ub85c\ud544\uc5d0 \ubcc0\uacbd\ub41c \uc0ac\ud56d<\/li>\n\n\n\n<li>\uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c \ubc0f \uadf8 \uacb0\uacfc<\/li>\n\n\n\n<li>\ubb38\uc11c \uc5c5\ub85c\ub4dc \ubc0f \ubc84\uc804 \uae30\ub85d<\/li>\n\n\n\n<li>\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d \ubc0f \ud0c0\uc784\uc2a4\ud0ec\ud504<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uac10\uc0ac \ub85c\uadf8\uc5d0\ub294 \uc815\ud655\ud55c \ud0c0\uc784\uc2a4\ud0ec\ud504, \uc0ac\uc6a9\uc790 \uc2dd\ubcc4, IP \uc8fc\uc18c, \ub54c\ub85c\ub294 \ub514\ubc14\uc774\uc2a4 \uc815\ubcf4\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ubaa9\ud45c\ub294 \uaddc\uc81c \uae30\uad00\uc774 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ubd88\ubcc0\uc758 \uae30\ub85d\uc744 \uc0dd\uc131\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardized-reporting\">\ud45c\uc900\ud654\ub41c \ubcf4\uace0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ud300\uc740 \ub2e4\uc591\ud55c \uaddc\uc81c \uc758\ubb34\uc5d0 \ub300\ud55c \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc758\uc2ec\uc2a4\ub7ec\uc6b4 \ud65c\ub3d9 \ubaa8\ub2c8\ud130\ub9c1 \uc694\uc57d<\/li>\n\n\n\n<li>\uad6d\uacbd \uac04 \ud65c\ub3d9 \ubcf4\uace0\uc11c<\/li>\n\n\n\n<li>\uc815\uae30\uc801\uc778 \uc801\ud569\uc131 \uac80\ud1a0 \ubb38\uc11c<\/li>\n\n\n\n<li>\uace0\uac1d \ubd84\ub958 \uc694\uc57d<\/li>\n\n\n\n<li>\ub370\uc774\ud130 \ubcf4\ud638 \uc601\ud5a5 \ud3c9\uac00<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \uc694\uac74\uc5d0 \ub9de\uac8c \uad6c\uc131\ub41c CRM\uc740 \uc218\ub3d9\uc73c\ub85c \ucef4\ud30c\uc77c\ud560 \ud544\uc694 \uc5c6\uc774 \ud544\uc694\uc5d0 \ub530\ub77c \uc774\ub7ec\ud55c \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-scenario\">\uc2e4\uc81c \uc2dc\ub098\ub9ac\uc624<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub2f9\uad6d\uc774 2021\ub144\uc5d0 \uc785\uc0ac\ud55c \uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c\uc758 \uc804\uccb4 \ud30c\uc77c\uc744 \uc694\uccad\ud558\ub294 \uc2dc\ub098\ub9ac\uc624\ub97c \uc0dd\uac01\ud574 \ubcf4\uc138\uc694. \uc801\uc808\ud558\uac8c \uad6c\uc131\ub41c CRM\uc744 \uc0ac\uc6a9\ud558\uba74 \ud68c\uc0ac\ub294 \uba87 \ubd84 \uc548\uc5d0 \uc804\uccb4 \ud0c0\uc784\ub77c\uc778\uc744 \ub0b4\ubcf4\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC \ubb38\uc11c \uc6d0\ubcf8<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud3c9\uac00 \ubc0f \uc5c5\ub370\uc774\ud2b8<\/li>\n\n\n\n<li>\ubaa8\ub4e0 \ud22c\uc790 \ucd94\ucc9c\uacfc \uadf8 \uadfc\uac70<\/li>\n\n\n\n<li>\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d<\/li>\n\n\n\n<li>\uc815\uae30 \uac80\ud1a0 \uae30\ub85d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc9c0\uc5ed \ub610\ub294 \uc608\uc57d \uc13c\ud130\ubcc4\ub85c \ub9de\ucda4\ud615 \uaddc\uc815 \uc900\uc218 \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud558\uc5ec \uc740\ud589\uc774 FINMA, CSSF \ub610\ub294 \uae30\ud0c0 \ud604\uc9c0 \uaddc\uc81c \uae30\uad00\uc758 \ub2e4\uc591\ud55c \ubcf4\uace0 \ud615\uc2dd\uc744 \ucda9\uc871\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-using-crm-to-coordinate-compliance-across-departments\">CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \ubd80\uc11c \uac04 \uaddc\uc815 \uc900\uc218 \uc870\uc728\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \uc2e4\ud328\ub294 \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4, \ubbf8\ub4e4 \uc624\ud53c\uc2a4, \ubc31 \uc624\ud53c\uc2a4 \ud300 \uac04\uc758 \uc778\uc218\uc778\uacc4 \uc9c0\uc810\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uad00\uacc4\uac00 \uc5ec\ub7ec \ubd80\uc11c\uc5d0 \uac78\uccd0 \uc788\ub294 \uacbd\uc6b0 \uac01 \ud300\uc774 \ubcc4\ub3c4\uc758 \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\ud558\ub294 \uacbd\uc6b0 \uacf5\ubc31\uc774 \ubc1c\uc0dd\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-crm-as-shared-workspace\">\uacf5\uc720 \uc791\uc5c5 \uacf5\uac04\uc73c\ub85c\uc11c\uc758 CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc798 \uad6c\ud604\ub41c CRM\uc740 \uad00\uacc4 \uad00\ub9ac\uc790, \uaddc\uc815 \uc900\uc218 \ubd84\uc11d\uac00, \ub9ac\uc2a4\ud06c \ud300, \uc6b4\uc601\ud300\uc774 \ub3d9\uc77c\ud55c \uace0\uac1d \uae30\ub85d\uc5d0 \ub300\ud574 \ud611\uc5c5\ud558\ub294 \uacf5\uc720 \uc791\uc5c5 \uacf5\uac04\uc774 \ub429\ub2c8\ub2e4. \uc774\ub294 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc744 \uc57c\uae30\ud558\ub294 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc640 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\uc758 \uad50\ud658\uc744 \ub300\uccb4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \uc870\uc815 \uae30\ub2a5\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc791\uc5c5 \uad00\ub9ac<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub9c8\uac10\uc77c \ubc0f \uc18c\uc720\uc790\uac00 \uc788\ub294 \uacfc\uc81c<\/li>\n\n\n\n<li>\uad00\ub828 \ub2f9\uc0ac\uc790\uac00 \ubcfc \uc218 \uc788\ub294 \uc0c1\ud0dc \ucd94\uc801<\/li>\n\n\n\n<li>\uc791\uc5c5 \uae30\ud55c\uc774 \uc9c0\ub0ac\uc744 \ub54c \uc5d0\uc2a4\uceec\ub808\uc774\uc158<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uacbd\uace0 \ubc0f \uc54c\ub9bc<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc784\uacc4\uac12\uc744 \ub118\uc73c\uba74 \uc790\ub3d9\uc73c\ub85c \ud2b8\ub9ac\uac70\ub428<\/li>\n\n\n\n<li>\uace0\uac1d \uc0c1\ud669 \ubcc0\uacbd \uc2dc \uc54c\ub9bc<\/li>\n\n\n\n<li>\ud544\uc218 \uc791\uc5c5\uc5d0 \ub300\ud55c \uc54c\ub9bc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc0ac\ub840 \uad00\ub9ac<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac70\ub798\uac00 \ud2b9\uc815 \uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud558\uba74 \uac80\ud1a0 \ucf00\uc774\uc2a4 \uc5f4\uae30<\/li>\n\n\n\n<li>\uace0\uac1d\uc758 \ub0a9\uc138\uc790 \uac70\uc8fc\uc9c0 \ubcc0\uacbd \uc2dc \ucd94\uc801<\/li>\n\n\n\n<li>\uc218\uc815 \ud65c\ub3d9 \ubb38\uc11c\ud654<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-multi-booking-center-coordination\">\uba40\ud2f0 \uc608\uc57d \uc13c\ud130 \uc870\uc815<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0 \uc608\uc57d \uc13c\ud130\uac00 \uc788\ub294 \uc740\ud589\uc744 \uc0dd\uac01\ud574 \ubcf4\uc138\uc694. \uac01 \uc9c0\uc5ed\ub9c8\ub2e4 \uace0\uac1d\uc758 \uac70\uc8fc\uc9c0 \ubc0f \uc740\ud589\uc6d0\uc758 \uc790\ubb38 \ub77c\uc774\uc120\uc2a4\uc5d0 \ub530\ub77c \ub9c8\ucf00\ud305 \uaddc\uce59, \ud22c\uc790 \uc81c\uc548 \uc694\uac74 \ubc0f \ubb38\uc11c \ud45c\uc900\uc774 \ub2e4\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \uad6d\uacbd \uac04 \uaddc\uce59\uc744 \uc870\uc815\ud558\uc5ec \ub9c8\ucf00\ud305 \ucea0\ud398\uc778, \ud22c\uc790 \uc81c\uc548\uc11c \ubc0f \ubb38\uc11c\uac00 \uc77c\uce58\ud558\ub3c4\ub85d \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc2a4\ud15c\uc740 \uad00\ud560\uad8c\uc5d0 \ub530\ub77c \uc791\uc5c5\uc744 \ub77c\uc6b0\ud305\ud558\uace0 \uc7a0\uc7ac\uc801\uc778 \ucda9\ub3cc\uc744 \ud45c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uad50\ucc28 \uae30\ub2a5 \ubcf4\uae30\ub294 \uc911\ubcf5\uc744 \uc904\uc774\uace0, \uc218\uc815 \uc18d\ub3c4\ub97c \ub192\uc774\uba70, \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\uac00 \uc870\uc9c1 \uc804\ubc18\uc758 \uc7a0\uc7ac\uc801 \ubb38\uc81c\ub97c \uac70\uc758 \uc2e4\uc2dc\uac04\uc73c\ub85c \ud30c\uc545\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-crm-software\">CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc774\uc810<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uae30\uc874\uc758 \uc601\uc5c5 \ubc0f \ub9c8\ucf00\ud305 \uae30\ub2a5\uc744 \ub6f0\uc5b4\ub118\ub294 \ub2e4\uc591\ud55c \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uae30\uc5c5\uc740 \uace0\uae09 CRM \uc2dc\uc2a4\ud15c\uc744 \ud65c\uc6a9\ud558\uc5ec \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uace0, \uace0\uac1d \ucc38\uc5ec\ub97c \uac1c\uc120\ud558\uba70, \uc804\ubc18\uc801\uc778 \ud6a8\uc728\uc131\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud1b5\ud574 \ud300\uc740 \uace0\uac1d \uc815\ubcf4\uc5d0 \ub300\ud55c \ud1b5\ud569\ub41c \ubcf4\uae30\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc0c1\ud638 \uc791\uc6a9\uc744 \uac1c\uc778\ud654\ud558\uace0 \uace0\uac1d\uc758 \uc694\uad6c\uc5d0 \uc2e0\uc18d\ud558\uac8c \ub300\uc751\ud558\uae30\uac00 \ub354 \uc26c\uc6cc\uc9d1\ub2c8\ub2e4. \uc774\ub294 \uace0\uac1d \uc720\uc9c0\uc728\uc744 \ub192\uc774\uace0 \ubcf4\ub2e4 \ud6a8\uacfc\uc801\uc778 \uc601\uc5c5 \uc804\ub7b5\uc73c\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4. \uc911\uc694\ud55c \uc810\uc740 \ucd5c\uc2e0 CRM \uc194\ub8e8\uc158\uc5d0\ub294 \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\uac00 \ub0b4\uc7a5\ub418\uc5b4 \uc788\uc5b4 \uc870\uc9c1\uc774 \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \ub370\uc774\ud130 \uc720\ucd9c \uc704\ud5d8\uacfc \uadf8\uc5d0 \ub530\ub978 \uc7ac\uc815\uc801 \ucc98\ubc8c\uc744 \uc904\uc77c \uc218 \uc788\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc740 \ub3d9\uc758 \uad00\ub9ac\ub97c \uc790\ub3d9\ud654\ud558\uace0, \ub370\uc774\ud130 \uc561\uc138\uc2a4\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uba70, \uac10\uc0ac \uc900\ube44 \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud558\uc5ec \uae30\uc5c5\uc774 \uac15\ub825\ud55c \uaddc\uc815 \uc900\uc218 \ud0dc\uc138\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uc131\uc7a5\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \ud22c\uc790\ud558\uba74 \uace0\uac1d \uacbd\ud5d8\uc744 \ud5a5\uc0c1\uc2dc\ud0ac \ubfd0\ub9cc \uc544\ub2c8\ub77c \uaddc\uc81c \uc704\ud5d8\uc73c\ub85c\ubd80\ud130 \uc870\uc9c1\uc744 \ubcf4\ud638\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-compliance-challenges\">\uc77c\ubc18\uc801\uc778 \uaddc\uc815 \uc900\uc218 \uacfc\uc81c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b9\ud788 \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uc774 \ub354\uc6b1 \ubcf5\uc7a1\ud558\uace0 \uae4c\ub2e4\ub85c\uc6cc\uc9d0\uc5d0 \ub530\ub77c CRM \uc2dc\uc2a4\ud15c\uc744 \uad6c\ud604\ud558\ub294 \uac83\uc740 \uae30\uc5c5\uc5d0\uac8c \uace0\uc720\ud55c \uaddc\uc815 \uc900\uc218 \uacfc\uc81c\ub97c \uc548\uaca8\uc90d\ub2c8\ub2e4. \uc8fc\uc694 \uc7a5\uc560\ubb3c \uc911 \ud558\ub098\ub294 GDPR \ubc0f CCPA\uc640 \uac19\uc740 \uaddc\uc815\uc5d0 \ub530\ub77c \uace0\uac1d \ub3d9\uc758\ub97c \uad00\ub9ac\ud558\uc5ec \ub3d9\uc758\ub97c \uc801\uc808\ud788 \uae30\ub85d\ud558\uace0 \ud544\uc694\uc5d0 \ub530\ub77c \uc5c5\ub370\uc774\ud2b8\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc624\ub798\ub418\uac70\ub098 \ubd80\uc815\ud655\ud55c \uace0\uac1d \ub370\uc774\ud130\ub294 \uaddc\uc815 \uc900\uc218 \uacf5\ubc31 \ubc0f \uaddc\uc81c \uc870\uc0ac\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc73c\ubbc0\ub85c \ub370\uc774\ud130 \uc815\ud655\uc131\uc744 \uc720\uc9c0\ud558\ub294 \uac83\ub3c4 \ub610 \ub2e4\ub978 \uc911\uc694\ud55c \uacfc\uc81c\uc785\ub2c8\ub2e4. \ub610\ud55c \uc870\uc9c1\uc740 \uaddc\uc815 \uc900\uc218 \ubb38\uc11c\ub97c \ucd5c\uc2e0 \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud558\uace0 \uc561\uc138\uc2a4 \uac00\ub2a5\ud55c \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud574\uc57c \ud558\ub294\ub370, \ub300\ub7c9\uc758 \uace0\uac1d \ub370\uc774\ud130\ub97c \ucc98\ub9ac\ud558\ub294 \uacbd\uc6b0 \uc774\ub294 \uc5b4\ub824\uc6b8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130 \uc720\ucd9c\uacfc \uc0ac\uc774\ubc84 \uc704\ud611\uc758 \uc704\ud5d8\uc774 \uc0c1\uc874\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c \uac15\ub825\ud55c \ub370\uc774\ud130 \ubcf4\uc548 \uc870\uce58\uc640 \uc815\uae30\uc801\uc778 \ub370\uc774\ud130 \uac10\uc0ac\uc758 \ud544\uc694\uc131\uc774 \ub354\uc6b1 \uac15\uc870\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc77c\ubc18\uc801\uc778 \uaddc\uc815 \uc900\uc218 \ubb38\uc81c\ub97c \uc774\ud574\ud568\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \uc548\uc804\ud55c \ub370\uc774\ud130 \ucde8\uae09\uc744 \ubcf4\uc7a5\ud558\uace0 \uaddc\uc81c \uc694\uac74\uc744 \ucda9\uc871\ud558\uba70 \uace0\uac1d\uacfc \uae30\uc5c5\uc758 \ud3c9\ud310\uc744 \ubaa8\ub450 \ubcf4\ud638\ud558\uae30 \uc704\ud55c \uc0ac\uc804 \uc870\uce58\ub97c \ucde8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-compliance\">\uaddc\uc815 \uc900\uc218\ub97c \uc704\ud55c \ubaa8\ubc94 \uc0ac\ub840<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815\uc744 \uc900\uc218\ud558\uae30 \uc704\ud574 \uae30\uc5c5\uc740 \uace0\uac1d \ub370\uc774\ud130\uc758 \uc548\uc804\ud55c \uad00\ub9ac\uc5d0 \uc801\ud569\ud55c \uc77c\ub828\uc758 \ubaa8\ubc94 \uc0ac\ub840\ub97c \ucc44\ud0dd\ud574\uc57c \ud569\ub2c8\ub2e4. CRM \uc815\ucc45\uc744 \uc815\uae30\uc801\uc73c\ub85c \uac80\ud1a0\ud558\uace0 \uc5c5\ub370\uc774\ud2b8\ud558\uba74 \ub370\uc774\ud130 \ucc98\ub9ac \ud504\ub85c\uc138\uc2a4\uac00 \ud604\ud589 \ubc95\ub960 \ubc0f \uc5c5\uacc4 \ud45c\uc900\uc5d0 \ubd80\ud569\ud558\ub294 \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM \ub370\uc774\ud130\uc640 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \ub300\ud55c \uc815\uae30\uc801\uc778 \uac10\uc0ac\ub97c \uc2e4\uc2dc\ud558\uc5ec \uc7a0\uc7ac\uc801\uc778 \ucde8\uc57d\uc810\uc744 \ud30c\uc545\ud558\uace0 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc9c1\uc6d0 \uad50\uc721\uc740 \ud544\uc218\uc801\uc774\uba70, \uc9c1\uc6d0\ub4e4\uc740 CRM \uaddc\uc815 \uc900\uc218 \uc694\uac74\uc744 \uc900\uc218\ud558\uace0 \ub370\uc774\ud130 \ubcf4\ud638 \ud45c\uc900\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc9c0\uc2dd\uc744 \uac16\ucd94\uac8c \ub429\ub2c8\ub2e4. \ub370\uc774\ud130 \uc561\uc138\uc2a4, \uc800\uc7a5 \ubc0f \uacf5\uc720\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uc808\ucc28\ub97c \uc218\ub9bd\ud558\uba74 \ubb34\ub2e8 \uc561\uc138\uc2a4 \ubc0f \ub370\uc774\ud130 \uc720\ucd9c\uc758 \uc704\ud5d8\uc744 \ucd5c\uc18c\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc774 \ub0b4\uc7a5\ub41c CRM \ud50c\ub7ab\ud3fc\uc744 \ud65c\uc6a9\ud558\uba74 \ub370\uc774\ud130 \ubcf4\uc548\uacfc \uaddc\uc815 \uc900\uc218\uac00 \ub354\uc6b1 \uac15\ud654\ub418\uc5b4 \uac10\uc0ac \uc2dc \uace0\uac1d \ub370\uc774\ud130\ub97c \ubcf4\ud638\ud558\uace0 \uaddc\uc815 \uc900\uc218\ub97c \uc785\uc99d\ud558\uae30\uac00 \ub354 \uc26c\uc6cc\uc9d1\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubaa8\ubc94 \uc0ac\ub840\ub97c \uc900\uc218\ud568\uc73c\ub85c\uc368 \uc870\uc9c1\uc740 \uaddc\uc815 \uc900\uc218\ub97c \uc720\uc9c0\ud558\uace0, \uc7ac\uc815\uc801 \ubd88\uc774\uc775\uc744 \ud53c\ud558\uba70, \uace0\uac1d\uacfc\uc758 \uc9c0\uc18d\uc801\uc778 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-supports-compliance-for-banks-and-wealth-managers\">InvestGlass\uac00 \uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac\uc790\uc758 \uaddc\uc815 \uc900\uc218\ub97c \uc9c0\uc6d0\ud558\ub294 \ubc29\ubc95<\/h2>\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 \uac1c\ubc1c\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. GDPR \uc900\uc218\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 InvestGlass\ub294 \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638, \ub3d9\uc758 \uad00\ub9ac, \uaddc\uc815 \uc900\uc218\uc640 \uac19\uc740 GDPR \uc6d0\uce59\uc744 \ud575\uc2ec \uae30\ub2a5\uc5d0 \ud1b5\ud569\ud569\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4\uc5d0 \ub9de\uac8c \uc870\uc815\ub41c \uc77c\ubc18 CRM \uc194\ub8e8\uc158\uacfc \ub2ec\ub9ac InvestGlass\ub294 \ucc98\uc74c\ubd80\ud130 \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\ub97c \ud575\uc2ec\uc5d0 \ud1b5\ud569\ud558\uc5ec \uad6c\ucd95\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-modules-for-compliance\">\uaddc\uc815 \uc900\uc218\ub97c \uc704\ud55c \ud575\uc2ec \ubaa8\ub4c8<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\ubaa8\ub4c8<\/th><th>\uaddc\uc815 \uc900\uc218 \uae30\ub2a5<\/th><\/tr><tr><td>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/td><td>\ub3d9\uc758 \uad00\ub9ac\ub97c \ud1b5\ud55c \uad6c\uc870\ud654\ub41c \ub370\uc774\ud130 \uc218\uc9d1<\/td><\/tr><tr><td>KYC \ubc0f AML \uc6cc\ud06c\ud50c\ub85c<\/td><td>\uc2b9\uc778 \ub77c\uc6b0\ud305\uc744 \ud1b5\ud55c \uc790\ub3d9\ud654\ub41c \uc2e4\uc0ac<\/td><\/tr><tr><td>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/td><td>\uc801\ud569\uc131 \uaddc\uce59 \ubc0f \uad8c\uc7a5 \ubb38\uc11c<\/td><\/tr><tr><td>\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654<\/td><td>\ub3d9\uc758 \ucd94\uc801 \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ubcf8 \uc124\uc815<\/td><\/tr><tr><td>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/td><td>\uc548\uc804\ud55c \ubb38\uc11c \uad50\ud658 \ubc0f \ubcf4\uace0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-addressing-regulatory-requirements\">\uaddc\uc81c \uc694\uad6c \uc0ac\ud56d \ud574\uacb0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \ub2e4\uc74c\uc744 \ud1b5\ud574 \uc8fc\uc694 \uaddc\uc815\uc744 \uc900\uc218\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305<\/strong>: \uc2a4\uc704\uc2a4 \ubc95\ub960\uc5d0 \ub530\ub77c \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc5d0 \uc800\uc7a5\ub41c \ub370\uc774\ud130<\/li>\n\n\n\n<li><strong>\ubcf4\uc548 \uad00\ud589<\/strong>: \uc554\ud638\ud654, \uc561\uc138\uc2a4 \uc81c\uc5b4 \ubc0f \uc815\uae30 \uac10\uc0ac\ub85c \ub370\uc774\ud130 \ubcf4\ud638\ubc95 \uc9c0\uc6d0<\/li>\n\n\n\n<li><strong>\uc628\ud504\ub808\ubbf8\uc2a4 \uc635\uc158<\/strong>: \uc5c4\uaca9\ud55c \uc544\uc6c3\uc18c\uc2f1 \uc694\uad6c \uc0ac\ud56d\uc744 \uac00\uc9c4 \uae30\uad00\uc744 \uc704\ud55c \uc644\ubcbd\ud55c \uc81c\uc5b4 \uae30\ub2a5<\/li>\n\n\n\n<li><strong>\ud0c0\uc0ac \uc704\ud5d8 \uad00\ub9ac<\/strong>: \uaddc\uc81c \uc2e4\uc0ac\ub97c \uc704\ud55c \ud22c\uba85\ud55c \uc544\ud0a4\ud14d\ucc98<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-practical-examples\">\uc2e4\uc81c \uc0ac\ub840<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc758 \ud55c \ubd80\ud2f0\ud06c \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\ub294 2022\ub144\uc5d0 \uace0\uac1d \uae30\ub85d, \ud22c\uc790 \uadfc\uac70, \uaddc\uc815 \uc900\uc218 \ubb38\uc11c\ub97c \ud558\ub098\uc758 \ud50c\ub7ab\ud3fc\uc5d0 \ud1b5\ud569\ud558\uc5ec \uae30\uc874 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub97c InvestGlass\ub85c \uad50\uccb4\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub294 \uaddc\uc81c \uc2ec\uc0ac\ub97c \uc704\ud55c \uc900\ube44 \uc2dc\uac04\uc744 \uba87 \uc8fc\uc5d0\uc11c \uba70\uce60\ub85c \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\ub294 \uc774\uc81c CRM \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc77c\uc815 \uaddc\ubaa8 \uc774\uc0c1\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub300\ud55c \ubaa8\ub4e0 \ud22c\uc790 \uadfc\uac70\ub97c \ubb38\uc11c\ud654\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \ucd94\ucc9c\uc5d0\ub294 \ucd94\ub860, \uc704\ud5d8 \uace0\ub824 \uc0ac\ud56d, \uace0\uac1d \ub3d9\uc758\uac00 \ud3ec\ud568\ub418\uba70 \ub098\uc911\uc5d0 \ucc38\uc870\ud560 \uc218 \uc788\ub3c4\ub85d \uc644\uc804\ud55c \uae30\ub85d\uc774 \ub9cc\ub4e4\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uc5ec\ub7ec \uacf5\uae09\uc5c5\uccb4\ub97c \ud1b5\ud569\ud560 \ud544\uc694 \uc5c6\uc774 InvestGlass\ub97c \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \uacbd\ud5d8\uacfc \uaddc\uc81c \ud0dc\uc138\ub97c \ub3d9\uc2dc\uc5d0 \ud604\ub300\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uace0\uac1d \uad00\uacc4 \ubc0f \uaddc\uc815 \uc900\uc218 \ubb38\uc11c\uc5d0 \ub300\ud55c \ub2e8\uc77c \uc18c\uc2a4 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"391\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40.png\" alt=\"CRM\uc774 \uaddc\uc815 \uc900\uc218\uc5d0 \ub3c4\uc6c0\uc774 \ub418\ub294 \ubc29\ubc95\" class=\"wp-image-49028\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40-300x196.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><figcaption class=\"wp-element-caption\">CRM\uc774 \uaddc\uc815 \uc900\uc218\uc5d0 \ub3c4\uc6c0\uc774 \ub418\ub294 \ubc29\ubc95<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-help-with-gdpr-and-the-new-swiss-fadp-in-practice\">CRM\uc774 GDPR\uacfc \uc0c8\ub85c\uc6b4 \uc2a4\uc704\uc2a4 FADP\ub97c \uc2e4\uc81c\ub85c \uc5b4\ub5bb\uac8c \uc9c0\uc6d0\ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ud50c\ub7ab\ud3fc\uc740 \ubaa8\ub4e0 \uac1c\uc778 \ub370\uc774\ud130\ub97c \uc2dd\ubcc4\ud558\uace0, \ud569\ubc95\uc801\uc778 \ucc98\ub9ac \uadfc\uac70\ub97c \ud30c\uc545\ud558\uba70, \uba85\uc2dc\uc801\uc778 \uace0\uac1d \ub3d9\uc758\uc640 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ubcf8 \uc124\uc815\uc744 \uc0c1\uc138\ud55c \ud0c0\uc784\uc2a4\ud0ec\ud504\uc640 \ud568\uaed8 \uc800\uc7a5\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4. \ub370\uc774\ud130 \uc8fc\uccb4\uac00 \uc561\uc138\uc2a4, \uc218\uc815 \ub610\ub294 \uc0ad\uc81c \uc694\uccad\uc744 \uc81c\ucd9c\ud558\uba74 \ud574\ub2f9 \uc694\uccad\uc740 \uc790\ub3d9\ud654\ub41c \uc791\uc5c5, \uc2b9\uc778 \ub2e8\uacc4 \ubc0f \ucd5c\uc885 \ub0b4\ubcf4\ub0b4\uae30\ub97c \ud1b5\ud574 CRM \uc0ac\ub840\ub85c \uae30\ub85d\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uc778\ud504\ub77c\uc5d0 \ub370\uc774\ud130\ub97c \ubcf4\uad00\ud558\uace0 \uad6d\uacbd \uac04 \uc804\uc1a1\uc744 \uc81c\ud55c\ud558\uc5ec 2023\ub144 9\uc6d4\ubd80\ud130 \uc2dc\ud589\ub418\ub294 \uc77c\ubc18 \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815\uacfc \uac1c\uc815\ub41c \uc2a4\uc704\uc2a4 FADP\ub97c \ubaa8\ub450 \uc900\uc218\ud574\uc57c \ud558\ub294 \uae30\uc5c5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \ub370\uc774\ud130 \uc218\uc9d1\ubd80\ud130 \uc0ad\uc81c\uae4c\uc9c0 \ub370\uc774\ud130 \ucc98\ub9ac \ud504\ub85c\uc138\uc2a4\ub97c \ucd94\uc801\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-crm-fully-replace-separate-compliance-software\">CRM\uc774 \ubcc4\ub3c4\uc758 \uaddc\uc815 \uc900\uc218 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc644\uc804\ud788 \ub300\uccb4\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac15\ub825\ud55c CRM\uc740 \uc628\ubcf4\ub529 \ud750\ub984, \ubb38\uc11c\ud654, \uac10\uc0ac \ucd94\uc801, \ub300\uc2dc\ubcf4\ub4dc \ubaa8\ub2c8\ud130\ub9c1 \ub4f1 \uc2e4\uc9c8\uc801\uc778 \uaddc\uc815 \uc900\uc218 \uc5c5\ubb34\uc758 \ub9ce\uc740 \ubd80\ubd84\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \uc548\uc804\ud55c \ub370\uc774\ud130 \ucc98\ub9ac, \ub370\uc774\ud130 \uc218\uc9d1 \uc6cc\ud06c\ud50c\ub85c, \ub300\ubd80\ubd84\uc758 \uc77c\uc0c1\uc801\uc778 \ud65c\ub3d9\uc5d0 \ub300\ud55c \uaddc\uc815 \uc900\uc218 \uad00\ub9ac\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubd80 \uae30\uad00\uc740 \uc5ec\uc804\ud788 \uac70\ub798 \ubaa8\ub2c8\ud130\ub9c1\uc774\ub098 \uc2dc\uc7a5 \ub0a8\uc6a9 \uac10\uc2dc\ub97c \uc704\ud574 \uc804\ubb38 \uc2dc\uc2a4\ud15c\uc744 \uc120\ud0dd\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub4e4\uc740 CRM\uc774 \uc774\ub7ec\ud55c \ub3c4\uad6c\uc640 \ud1b5\ud569\ub418\uc5b4 \uc8fc\uc694 \uace0\uac1d \ubcf4\uae30\ub85c \uc720\uc9c0\ub418\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. InvestGlass\ub294 \ud544\uc694\ud55c \uacbd\uc6b0 \uc678\ubd80 \uc704\ud5d8 \uc810\uc218, \uc804\uc790 \uc11c\uba85 \ub610\ub294 \uc2ec\uc0ac \ub3c4\uad6c\uc5d0 \ub300\ud55c API \ubc0f \ud1b5\ud569\uc744 \ud1b5\ud574 \ud575\uc2ec \uace0\uac1d \ubc0f \uaddc\uc815 \uc900\uc218 \ud5c8\ube0c \uc5ed\ud560\uc744 \ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf4\uac74 \ubc0f \uc778\uc801 \uc11c\ube44\uc2a4 \uaddc\uc815\uc5d0 \ub530\ub77c \uac74\uac15\ubcf4\ud5d8 \uc774\ub3d9\uc131 \uc694\uac74\uc744 \ucc98\ub9ac\ud558\ub294 \uc758\ub8cc \uae30\uad00\uc740 \ucd94\uac00\uc801\uc778 \uc804\ubb38 \uc2dc\uc2a4\ud15c\uc774 \ud544\uc694\ud560 \uc218 \uc788\uc9c0\ub9cc \ud575\uc2ec \uace0\uac1d \uad00\ub9ac \uae30\ub2a5\uc740 CRM\uc5d0 \uadf8\ub300\ub85c \uc720\uc9c0\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-difficult-is-it-to-configure-crm-workflows-for-local-regulations\">\ud604\uc9c0 \uaddc\uc815\uc5d0 \ub9de\uac8c CRM \uc6cc\ud06c\ud50c\ub85c\ub97c \uad6c\uc131\ud558\ub294 \uac83\uc774 \uc5bc\ub9c8\ub098 \uc5b4\ub824\uc6b4\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 CRM \uc81c\uacf5\uc5c5\uccb4 \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud558\uba74 \uae30\uc220 \uad00\ub9ac\uc790\uac00 \uc544\ub2cc \uc77c\ubc18 \uad00\ub9ac\uc790\ub3c4 \ud604\uc9c0 \uaddc\uc81c \uae30\uad00\uc5d0\uc11c \uc0ac\uc6a9\ud558\ub294 \uc815\ud655\ud55c KYC \ubc0f \uc801\ud569\uc131 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub97c \ubc18\uc601\ud558\ub294 \uc591\uc2dd, \ud544\ub4dc \ubc0f \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\uc740 EU \uac70\uc8fc\uc790, \uc2a4\uc704\uc2a4 \uac70\uc8fc\uc790, \ucd94\uac00 \uc11c\ub958 \uc694\uac74\uc774 \uc788\ub294 \uc81c3\uad6d \uace0\uac1d\uc5d0 \ub300\ud574 \uc11c\ub85c \ub2e4\ub978 \uc628\ubcf4\ub529 \uacbd\ub85c\ub97c \uc124\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc77c\ubc18\uc801\uc778 \ubc45\ud0b9 \ubc0f \uc790\uc0b0 \uad00\ub9ac \ud504\ub85c\uc138\uc2a4\uc5d0 \ub300\ud55c \ud15c\ud50c\ub9bf\uc744 \uc81c\uacf5\ud558\uba70, \uc774\ub97c \uac01 \uad00\ud560\uad8c\uc5d0 \ub9de\uac8c \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uad6c\ud604 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uae30\uc5c5\uc774 \uaddc\uc815 \ubcc0\ud654\uc5d0 \ub530\ub77c \ud504\ub85c\uc138\uc2a4\ub97c \uc815\uae30\uc801\uc73c\ub85c \uac80\ud1a0\ud558\uace0 \uc5c5\ub370\uc774\ud2b8\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-should-compliance-teams-check-when-evaluating-a-crm-vendor\">\uaddc\uc815 \uc900\uc218 \ud300\uc740 CRM \uacf5\uae09\uc5c5\uccb4\ub97c \ud3c9\uac00\ud560 \ub54c \ubb34\uc5c7\uc744 \ud655\uc778\ud574\uc57c \ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \uc2e4\uc0ac \ud3ec\uc778\ud2b8\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc774\ud130 \ud638\uc2a4\ud305 \uc704\uce58 \ubc0f \uad00\ub828 \ubc95\ub960<\/li>\n\n\n\n<li>\ud558\uccad\uc5c5\uccb4 \ubc0f \ub370\uc774\ud130 \ucc98\ub9ac \uacc4\uc57d<\/li>\n\n\n\n<li>\uc800\uc7a5 \ubc0f \uc804\uc1a1 \uc911\uc778 \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc554\ud638\ud654 \ud45c\uc900<\/li>\n\n\n\n<li>\ubcf4\uc548 \uc778\uc99d \ubc0f \uce68\ud22c \ud14c\uc2a4\ud2b8<\/li>\n\n\n\n<li>\uc778\uc2dc\ub358\ud2b8 \ub300\uc751 \uc808\ucc28<\/li>\n\n\n\n<li>\ubc31\uc5c5 \uc804\ub7b5 \ubc0f \uc7ac\ud574 \ubcf5\uad6c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uc561\uc138\uc2a4 \uc81c\uc5b4, \ub85c\uae45 \ubc0f \uacf5\uae09\uc5c5\uccb4\uac00 \uaddc\uc81c \uae30\uad00 \ub610\ub294 \ub0b4\ubd80 \uc704\ud5d8 \ud300\uc758 \uac10\uc0ac\ub97c \uc9c0\uc6d0\ud558\ub294 \ubc29\ubc95\uc5d0 \ub300\ud55c \uc790\uc138\ud55c \ubb38\uc11c\ub97c \uc694\uccad\ud574\uc57c \ud569\ub2c8\ub2e4. \ud50c\ub7ab\ud3fc\uc774 \ub370\uc774\ud130 \uce68\ud574 \ubc0f \uc54c\ub9bc \uc694\uac74\uc744 \uc5b4\ub5bb\uac8c \ucc98\ub9ac\ud558\ub294\uc9c0 \uc774\ud574\ud558\ub294 \uac83\ub3c4 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305, \ubcf4\uc548 \uc544\ud0a4\ud14d\ucc98, \uc2a4\uc704\uc2a4 \ubc95\ub960 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \uc6b4\uc601 \ub2a5\ub825\uc5d0 \ub300\ud574 \ud22c\uba85\ud558\uac8c \uacf5\uac1c\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud22c\uba85\uc131\uc740 \uae30\uc220 \uc81c\uacf5\uc5c5\uccb4\uc5d0 \ub300\ud55c \uaddc\uc81c \uc900\uc218 \ud3c9\uac00\ub97c \uc218\ud589\ud558\ub294 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-can-smaller-firms-justify-investing-in-a-compliance-focused-crm\">\uc18c\uaddc\ubaa8 \uae30\uc5c5\uc774 \uaddc\uc815 \uc900\uc218\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 CRM\uc5d0 \ud22c\uc790\ud558\ub294 \uac83\uc744 \uc5b4\ub5bb\uac8c \uc815\ub2f9\ud654\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\uaddc\ubaa8 \ub3c5\ub9bd \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\ub098 \uc678\ubd80 \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\ub3c4 \ub300\ud615 \uc740\ud589\uacfc \ub3d9\uc77c\ud55c \uc720\ud615\uc758 \uac80\uc0ac \ubc0f \ubb38\uc11c\ud654 \uc694\uccad\uc5d0 \uc9c1\uba74\ud558\uac8c \ub429\ub2c8\ub2e4. \uaddc\uc81c \ub2f9\uad6d\uc740 \ube44\ub840\uc801\uc778 \uae30\ub300\uce58\ub97c \uc801\uc6a9\ud558\uc9c0\ub9cc \ub370\uc774\ud130 \uc815\ud655\uc131, \uac10\uc0ac \ucd94\uc801 \ubc0f \ubb38\uc11c\ud654\ub41c \ud504\ub85c\uc138\uc2a4\uc5d0 \ub300\ud55c \uae30\ubcf8 \uc694\uac74\uc740 \ud68c\uc0ac \uaddc\ubaa8\uc5d0 \uad00\uacc4\uc5c6\uc774 \uc801\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \ubc88\uc758 \uaddc\uc815 \uc900\uc218 \uc2e4\ud328 \ub610\ub294 \ubc8c\uae08\uc73c\ub85c \uc778\ud55c \ube44\uc6a9\uc740 \uaddc\uc81c \uc694\uac74\uc5d0 \ub9de\uac8c \uad6c\uc131\ub41c CRM\uc5d0 \ub300\ud55c \ud22c\uc790 \ube44\uc6a9\uc744 \uc27d\uac8c \ucd08\uacfc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\uaddc\ubaa8 \uae30\uc5c5\uc740 \uae08\uc804\uc801 \ucc98\ubc8c\uc744 \ud53c\ud558\ub294 \uac83 \uc678\uc5d0\ub3c4 \ub9ce\uc740 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc218\ub3d9 \ubb38\uc11c\ud654\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04 \ub2e8\ucd95<\/li>\n\n\n\n<li>\uaddc\uc81c \ubb38\uc758\uc5d0 \ub300\ud55c \uc2e0\uc18d\ud55c \ub300\uc751<\/li>\n\n\n\n<li>\ub514\uc9c0\ud138 \ud504\ub85c\uc138\uc2a4\ub97c \ud1b5\ud55c \uace0\uac1d \uacbd\ud5d8 \uac1c\uc120<\/li>\n\n\n\n<li>\uc2e4\uc0ac \uc911 \uaddc\uc815 \uc900\uc218\ub97c \uc785\uc99d\ud560 \uc218 \uc788\ub294 \ub2a5\ub825<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\uaddc\ubaa8 \uae30\uc5c5\uc740 InvestGlass\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc5ec\ub7ec \ub77c\uc774\uc120\uc2a4\uc640 \ubcf5\uc7a1\ud55c \ud1b5\ud569\uc744 \ud53c\ud558\uace0 \ud558\ub098\uc758 \ud50c\ub7ab\ud3fc\uc5d0\uc11c CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \ube44\uc6a9\uc744 \uad00\ub9ac \uac00\ub2a5\ud55c \uc218\uc900\uc73c\ub85c \uc720\uc9c0\ud558\uba74\uc11c \uc804\ub7b5\uc801 \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Modern customer relationship management platforms have become essential compliance infrastructure for banks, wealth managers, insurers, and other regulated financial institutions. What was once a sales and marketing tool now serves as the backbone for meeting regulatory requirements across jurisdictions. A well configured CRM centralizes customer data, automates KYC and suitability checks, and produces the audit [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49027,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1338,1335,1333,1336,1337],"class_list":["post-48878","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-banking-compliance-software","tag-crm-compliance","tag-crm-for-wealth-management","tag-crm-software-for-banks","tag-financial-services-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>How CRM Helps With Regulatory Compliance | InvestGlass<\/title>\n<meta name=\"description\" content=\"Modern customer relationship management platforms have become essential compliance 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