{"id":48894,"date":"2026-02-01T09:00:00","date_gmt":"2026-02-01T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48894"},"modified":"2026-02-07T15:13:12","modified_gmt":"2026-02-07T14:13:12","slug":"%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac%ec%97%90%ec%84%9c-%ea%b3%a0%ea%b0%9d-%ea%b2%bd%ed%97%98%ec%9d%84-%ea%b0%9c%ec%84%a0%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-improve-client-experience-in-wealth-management\/","title":{"rendered":"\uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\ub294 \uac1c\uc778 \ub610\ub294 \uac00\uc871\uc758 \uae08\uc735 \uc790\uc0b0\uc744 \uad00\ub9ac\ud558\ub294 \uc885\ud569\uc801\uc778 \uace0\uac1d \uc911\uc2ec \uc811\uadfc \ubc29\uc2dd\uc73c\ub85c, \uace0\uac1d\uc774 \uc7a5\uae30\uc801\uc778 \uc7ac\ubb34 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\ub3c4\ub85d \ub3d5\uae30 \uc704\ud574 \uace0\uc548\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc758 \ud575\uc2ec\uc740 \ub2e8\uc21c\ud55c \ud22c\uc790 \uc120\ud0dd\uc744 \ub118\uc5b4 \uace0\uac1d\uc758 \ubaa9\ud45c, \uc704\ud5d8 \uac10\ub0b4 \ub2a5\ub825, \uace0\uc720\ud55c \ud22c\uc790 \uc120\ud638\ub3c4 \ub4f1 \uac01 \uace0\uac1d\uc758 \uc7ac\ubb34 \uc0c1\ud669\uc5d0 \ub300\ud55c \ucd1d\uccb4\uc801\uc778 \uad00\uc810\uc744 \ud3ec\uad04\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \uc774 \uacfc\uc815\uc5d0\uc11c \uc911\ucd94\uc801\uc778 \uc5ed\ud560\uc744 \ub2f4\ub2f9\ud558\uba70 \ubcf5\uc7a1\ud55c \uc7ac\ubb34 \uacc4\ud68d, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uc9c0\uc18d\uc801\uc778 \ud22c\uc790 \uc870\uc5b8\uc744 \ud1b5\ud574 \uace0\uac1d\uc744 \uc548\ub0b4\ud558\ub294 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud30c\ud2b8\ub108 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube60\ub974\uac8c \uc9c4\ud654\ud558\ub294 \uc624\ub298\ub0a0\uc758 \ud658\uacbd\uc5d0\uc11c \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \uace0\uac1d \ucc38\uc5ec\ub97c \uac15\ud654\ud558\uace0 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uac04\uc18c\ud654\ud558\uae30 \uc704\ud574 \uc810\uc810 \ub354 \ub9ce\uc740 \uae30\uc220\uc744 \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uad00\uacc4 \uad00\ub9ac(CRM) \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \uac19\uc740 \ucd5c\uc2e0 \uc790\uc0b0 \uad00\ub9ac \ub3c4\uad6c\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \ub370\uc774\ud130\ub97c \ud6a8\uc728\uc801\uc73c\ub85c \uad00\ub9ac\ud558\uace0 \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\uba70 \uace0\ub3c4\ub85c \uac1c\uc778\ud654\ub41c \uc870\uc5b8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub514\uc9c0\ud138 \uc194\ub8e8\uc158\uc744 \ud1b5\ud569\ud568\uc73c\ub85c\uc368 \ud68c\uc0ac\ub294 \uace0\uac1d\uc5d0\uac8c \uc2e4\uc2dc\uac04 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc5c5\ub370\uc774\ud2b8, \uc548\uc804\ud55c \ubb38\uc11c \uacf5\uc720, \ub9de\ucda4\ud615 \ud22c\uc790 \uc804\ub7b5 \ub4f1\uc744 \uc81c\uacf5\ud558\uc5ec \ud0c1\uc6d4\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \uc804\ubb38\uc801\uc778 \uc7ac\ubb34 \uc548\ub0b4\uc640 \ud601\uc2e0\uc801\uc778 \uae30\uc220\uc758 \uacb0\ud569\uc744 \ud1b5\ud574 \ub354\uc6b1 \uac15\ub825\ud55c \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uace0, \uace0\uac1d\uc758 \uc694\uad6c\ub97c \uc608\uce21\ud558\uba70, \uace0\uac1d \uc5ec\uc815\uc758 \ubaa8\ub4e0 \ub2e8\uacc4\uc5d0\uc11c \ud0c1\uc6d4\ud55c \uac00\uce58\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\uc8fc\uc694 \ub0b4\uc6a9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \uacbd\ud5d8\uc740 \uace0\uac1d\uc758 \uae30\ub300\uce58 \uc0c1\uc2b9, \uc18c\ube44\uc790 \uc571\uc73c\ub85c \ud615\uc131\ub41c \ub514\uc9c0\ud138 \uc2b5\uad00, \uae00\ub85c\ubc8c \uc2dc\uc7a5 \uc804\ubc18\uc758 \uaddc\uc81c \uac15\ud654\ub85c \uc778\ud574 2024\ub144 \uc774\ud6c4 \uc790\uc0b0 \uad00\ub9ac\uc0ac\uc758 \ud575\uc2ec \uacbd\uc7c1 \uc6b0\uc704\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc120\ub3c4\uc801\uc778 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub4e4\uc740 \uc0ac\ub78c\uc758 \uc870\uc5b8\uc744 \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ud50c\ub7ab\ud3fc, \uc548\uc804\ud55c \uace0\uac1d \ud3ec\ud138, \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc640 \uac19\uc740 \ub514\uc9c0\ud138 \ub3c4\uad6c\uc640 \uacb0\ud569\ud558\uc5ec \uc77c\uad00\ub418\uace0 \uc2e0\ub8b0\ub3c4 \ub192\uc740 \uacbd\ud5d8\uc744 \ub300\uaddc\ubaa8\ub85c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub824\uba74 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \uad50\uc721, \uac1c\uc778\ud654\ub97c \uc544\uc6b0\ub974\ub294 \uccb4\uacc4\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc774 \ud544\uc694\ud569\ub2c8\ub2e4, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%94%94%ec%a7%80%ed%84%b8-%ec%98%a8%eb%b3%b4%eb%94%a9\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5844\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud22c\uba85\uc131 \ubc0f \uaddc\uc815 \uc900\uc218\uc5d0 \uc911\uc810\uc744 \ub450\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 CRM \ubc0f \uc790\uc0b0 \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc778 InvestGlass\ub294 \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638, \uc790\ub3d9\ud654, \ud1b5\ud569 \uace0\uac1d \uc5ec\uc815\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc73c\uba70, \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uae30\ubcf8 \uc6cc\ud06c\ud50c\ub85c \uae30\ub2a5\uc73c\ub85c \ud558\uc5ec \ubcf5\uc7a1\ud55c \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uace0 \uc2dc\uc791\ubd80\ud130 \uc9c0\uc18d\uc801\uc778 \uc7ac\ubb34 \uc790\ubb38\uc744 \ud1b5\ud574 \uace0\uac1d \uacbd\ud5d8\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 \uace0\uac1d \uad00\uacc4\uc5d0 \ub300\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \ud604\ub300\ud654\ud558\ub824\ub294 \uc740\ud589, \ud504\ub77c\uc774\ube57 \ubc45\ud06c, RIA \ubc0f \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \uc2e4\uc6a9\uc801\uc774\uace0 \uad6c\ud604 \uc9c0\ud5a5\uc801\uc778 \ubaa8\ubc94 \uc0ac\ub840\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac \uc5c5\uacc4\ub294 \uacb0\uc815\uc801\uc778 \uc21c\uac04\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc624\ub298\ub0a0 \uace0\uac1d\uc740 \uc790\uc2e0\uc758 \uc790\uc0b0 \uad00\ub9ac \uacbd\ud5d8\uc744 \uc18c\ube44\uc790 \uae30\uc220 \ud50c\ub7ab\ud3fc\uacfc\uc758 \uc6d0\ud65c\ud55c \uc0c1\ud638 \uc791\uc6a9\uacfc \ube44\uad50\ud558\uba70, \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc5d0\uac8c \ub354 \ub9ce\uc740 \uac83\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uaddc\uc81c \uc694\uad6c\ub294 \uacc4\uc18d \uac15\ud654\ub418\uace0 \uc788\uc5b4 \uaddc\uc815 \uc900\uc218\ub294 \ucc28\ubcc4\ud654 \uc694\uc18c\uac00 \uc544\ub2cc \ud544\uc218 \uc694\uac74\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub97c \uc81c\ub300\ub85c \uc218\ud589\ud558\ub294 \uae30\uc5c5\uc5d0\uac8c\ub294 \uc0c1\ub2f9\ud55c \ubcf4\uc0c1\uc774 \uc8fc\uc5b4\uc9d1\ub2c8\ub2e4. \uace0\uac1d\uacfc\uc758 \uad00\uacc4\uac00 \uae4a\uc5b4\uc9c0\uba74 \uace0\uac1d \uc720\uc9c0\uc728\uc774 \ub192\uc544\uc9c0\uace0, \uc9c0\uac11 \uc810\uc720\uc728\uc774 \ub192\uc544\uc9c0\uba70, \ub9cc\uc871\ud55c \uae30\uc874 \uace0\uac1d\uc758 \ucd94\ucc9c\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub4a4\ucc98\uc9c0\ub294 \uae30\uc5c5\uc740 \uc7a0\uc7ac \uace0\uac1d\uc774 \ub2e4\ub978 \uacf3\uc744 \ucc3e\uac8c \ub420 \uac83\uc785\ub2c8\ub2e4. \uc774 \uae00\uc5d0\uc11c\ub294 \uc62c\ud574 \uc2e4\ud589 \uac00\ub2a5\ud55c \uc804\ub7b5\uc744 \ud1b5\ud574 \uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ubc95\uc744 \uc815\ud655\ud558\uac8c \uc548\ub0b4\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=\"316\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-5.png\" alt=\"\uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ubc95\" class=\"wp-image-48978\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-5.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-5-300x158.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-5-18x9.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><figcaption class=\"wp-element-caption\">\uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ubc95<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-redefining-client-experience-in-modern-wealth-management\">\ud604\ub300 \uc790\uc0b0 \uad00\ub9ac\uc758 \uace0\uac1d \uacbd\ud5d8 \uc7ac\uc815\uc758<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020\ub144\uacbd\ubd80\ud130 \uace0\uac1d\uc758 \uae30\ub300\ub294 \ubc45\ud0b9 \ubc0f \uc790\uc0b0 \uad00\ub9ac \uc804\ubc18\uc5d0 \uac78\uccd0 \uc0c1\uc2dc \uc811\uc18d, \ubaa8\ubc14\uc77c \uc6b0\uc120, \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub85c \uae09\uaca9\ud788 \ubcc0\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud32c\ub370\ubbf9\uc740 \ub514\uc9c0\ud138 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud588\uc73c\uba70, \uc774\uc81c \uadf8 \uc774\uc804\uc73c\ub85c \ub3cc\uc544\uac08 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uacfc\uac70\uc5d0\ub294 \ubd84\uae30\ubcc4 \uc885\uc774 \uba85\uc138\uc11c\ub97c \uc6a9\uc778\ud588\ub358 \uace0\uac1d\ub4e4\uc740 \uc774\uc81c \ubaa8\ubc14\uc77c \uae30\uae30\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \uc989\uc2dc \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uacbd\ud5d8\uc740 \uae30\ubcf8\uc801\uc778 \uace0\uac1d \ub9cc\uc871\uacfc \uc815\uae30\uc801\uc778 \uac80\ud1a0 \ud68c\uc758\ub97c \ub118\uc5b4\uc11c\ub294 \uac83\uc785\ub2c8\ub2e4. \uccab \uc6f9\uc0ac\uc774\ud2b8 \ubc29\ubb38\ubd80\ud130 \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0, \uc9c0\uc18d\uc801\uc778 \uc870\uc5b8\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uc0c1\ud638\uc791\uc6a9\uc744 \ud3ec\uad04\ud569\ub2c8\ub2e4. \uac01 \uc811\uc810\uc740 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud558\uac70\ub098 \uc57d\ud654\uc2dc\ud0b5\ub2c8\ub2e4. \ub9ce\uc740 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub4e4\uc740 \uc5ec\uc804\ud788 \uc774\ub7ec\ud55c \uc791\uc740 \uc21c\uac04\uc774 \uc804\ubc18\uc801\uc778 \uc778\uc2dd\uc744 \ud615\uc131\ud558\ub294 \ubc29\ubc95\uc744 \uacfc\uc18c\ud3c9\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc740 \uc758\uc0ac \uacb0\uc815 \uacfc\uc815 \ucd08\uae30\uc5d0 \uc804\ubb38 \uace0\ubb38\uc744 \uc870\uc0ac\ud558\uace0 \ucc38\uc5ec\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uae30 \ub54c\ubb38\uc5d0 \uae30\uc5c5\uc740 \uace0\uac1d \uc5ec\uc815\uc744 \ub9e4\ud551\ud558\uace0 \uc804\ubb38 \uace0\ubb38\uc774 \ubaa8\ub4e0 \ub2e8\uacc4\uc5d0\uc11c \uace0\uac1d\uc744 \uc9c0\uc6d0\ud560 \uc218 \uc788\ub294 \uc5ed\ub7c9\uc744 \uac16\ucd94\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uacfc \ubd80\uc720\ud55c \ud22c\uc790\uc790\ub4e4\uc740 \uc774\uc81c \uc790\uc2e0\uc758 \uc790\uc0b0 \uad00\ub9ac \uacbd\ud5d8\uc744 \uc8fc\uc694 \uc18c\ube44\uc790 \uc571\uacfc \ube44\uad50\ud569\ub2c8\ub2e4. \uc774\ub4e4\uc740 \uc989\uac01\uc801\uc778 \ubb38\uc11c \uc561\uc138\uc2a4, \uc2e4\uc2dc\uac04 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30, \uc990\uaca8 \uc0ac\uc6a9\ud558\ub294 \uc18c\uc15c \ud50c\ub7ab\ud3fc\ucc98\ub7fc \uc6d0\ud65c\ud558\uac8c \uc791\ub3d9\ud558\ub294 \ubcf4\uc548 \uba54\uc2dc\uc9d5\uc744 \uc6d0\ud569\ub2c8\ub2e4. \uc2a4\ud2b8\ub9ac\ubc0d \uc11c\ube44\uc2a4\uac00 \ub2e4\uc74c\uc5d0 \ubcf4\uace0 \uc2f6\uc740 \ucf58\ud150\uce20\ub97c \uc815\ud655\ud788 \uc608\uce21\ud560 \uc218 \uc788\ub294 \ubc18\uba74, \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uace0\uac1d\uc758 \uc120\ud638\ub3c4\ub97c \uae30\uc5b5\ud558\uc9c0 \ubabb\ud558\uac70\ub098 \uace0\uac1d\uc758 \uc694\uad6c\ub97c \uc608\uce21\ud558\uc9c0 \ubabb\ud558\uba74 \uace0\uac1d\uc740 \uc88c\uc808\uac10\uc744 \ub290\ub08d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\uc2dc\uc544\uc758 \uaddc\uc81c \ub300\uc0c1 \uae30\uc5c5\uc758 \uacbd\uc6b0 \uc6b0\uc218\ud55c \uace0\uac1d \uacbd\ud5d8\uc740 \ub370\uc774\ud130 \uc8fc\uad8c, MiFID II \uc801\ud569\uc131 \uc694\uac74\ub3c4 \uc900\uc218\ud574\uc57c \ud569\ub2c8\ub2e4, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5847\">ESG<\/a> \ud658\uacbd \uc124\uc815, \ud604\uc9c0 KYC \ubc0f AML \uaddc\uc815 \ub4f1\uc744 \uace0\ub824\ud558\uc138\uc694. \uaddc\uc815 \uc900\uc218\ub294 \uacbd\ud5d8\uacfc \ubcc4\uac1c\uac00 \uc544\ub2d9\ub2c8\ub2e4. \uadf8 \uc548\uc5d0 \ub0b4\uc7ac\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \uc790\ub3d9\ud654\ub41c \ubc29\uc2dd\uc73c\ub85c \uc774\ub7ec\ud55c \uc811\uc810\uc744 \ud1b5\ud569\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc8fc\ub294 \uc2a4\uc704\uc2a4 \uad6d\ubd80 \uc790\uc0b0 \uad00\ub9ac CRM \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uace0\uac1d \ub370\uc774\ud130, \uc6cc\ud06c\ud50c\ub85c, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud558\ub098\uc758 \ud50c\ub7ab\ud3fc\uc5d0 \uc911\uc559 \uc9d1\uc911\ud654\ud568\uc73c\ub85c\uc368 \uc790\ubb38 \ud68c\uc0ac\ub294 \uac1c\uc778\ud654\ub97c \ud76c\uc0dd\ud558\uc9c0 \uc54a\uace0 \uc77c\uad00\uc131\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-clarify-your-ideal-client-and-service-model\">\uc774\uc0c1\uc801\uc778 \uace0\uac1d \ubc0f \uc11c\ube44\uc2a4 \ubaa8\ub378 \uba85\ud655\ud788 \ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uc131\uacf5\uc801\uc778 \uace0\uac1d \uacbd\ud5d8 \uc804\ub7b5\uc740 \ub204\uad6c\uc5d0\uac8c \uc5b4\ub5bb\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560\uc9c0 \uba85\ud655\ud788 \ud558\ub294 \uac83\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4. \ub9ce\uc740 \uae30\uc5c5\uc774 \ubaa8\ub4e0 \uc0ac\ub78c\uc5d0\uac8c \ubaa8\ub4e0 \uac83\uc774 \ub418\ub824\uace0 \ud558\ub2e4 \ubcf4\ub2c8 \ub9ac\uc18c\uc2a4\uac00 \ud76c\uc11d\ub418\uace0 \uc77c\uad00\uc131 \uc5c6\ub294 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uac8c \ub429\ub2c8\ub2e4. \uccab \ubc88\uc9f8 \ub2e8\uacc4\ub294 \uc774\uc0c1\uc801\uc778 \uace0\uac1d \ud504\ub85c\ud544\uc744 \uad6c\uccb4\uc801\uc73c\ub85c \uc815\uc758\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \ub610\ud55c \uac01 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub9de\ub294 \ub9de\ucda4\ud615 \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc815\uc758\ud558\uace0 \ud655\uc7a5\ud558\uc5ec \ucc38\uc5ec\ub3c4\uc640 \ub9cc\uc871\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0ac \uc218 \uc788\ub3c4\ub85d \uc11c\ube44\uc2a4\ub97c \uad6c\uc131\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c\uacfc \uac19\uc740 \uae30\uc900\uc5d0 \ub530\ub77c \uc138\ubd84\ud654\ud558\ub294 \uac83\uc744 \uace0\ub824\ud558\uc138\uc694:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc138\uadf8\uba3c\ud2b8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud504\ub85c\ud544 \uc124\uba85<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc11c\ube44\uc2a4 \ud2b9\uc131<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uae30\uc5c5\uac00<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\uc0b0 500\ub9cc~5000\ub9cc \uc2a4\uc704\uc2a4\ud504\ub791, \ud65c\ub3d9\uc801\uc778 \uc0ac\uc5c5\uc8fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubd84\uae30\ubcc4 \uac80\ud1a0, \uc138\uae08 \uacc4\ud68d \ucd08\uc810, \uc2b9\uacc4 \ub17c\uc758<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad6d\uacbd\uc744 \ub118\ub294 \uac00\uc871<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5ec\ub7ec \uad00\ud560\uad8c\uc758 \uc790\uc0b0, \ubcf5\uc7a1\ud55c \uad6c\uc870<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud558\uc774\ud130\uce58 \uc11c\ube44\uc2a4, \uc804\ub2f4 \uaddc\uc815 \uc900\uc218 \uc9c0\uc6d0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ucc28\uc138\ub300 \uc0c1\uc18d\uc778<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>25~40\uc138, \ubd80\uc758 \ub300\ubb3c\ub9bc\uc744 \ud1b5\ud574 \ubd80\ub97c \ubb3c\ub824\ubc1b\uc74c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uc6b0\uc120 \ucc38\uc5ec, \uc7ac\ubb34 \uacc4\ud68d \uad50\uc721<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc740\ud1f4\ud55c \uc784\uc6d0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc548\uc815\uc801\uc778 \uc790\uc0b0, \uc18c\ub4dd \uc911\uc2ec<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5f0\ub840 \uac80\ud1a0 \ud68c\uc758, \ubcf4\uc218\uc801\uc778 \ud22c\uc790 \uc804\ub7b5<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0, \ubcf5\uc7a1\uc131, \ucd94\ucc9c \uac00\ub2a5\uc131, \uc804\ub7b5\uc801 \uac00\uce58\uc5d0 \ub530\ub77c \uace0\uac1d\uc744 \uc138\ubd84\ud654\ud558\uba74 \ud604\uc2e4\uc801\uc774\uba74\uc11c\ub3c4 \uc218\uc775\uc131 \uc788\ub294 \ucc28\ubcc4\ud654\ub41c \uc11c\ube44\uc2a4 \uc218\uc900\uc744 \uc124\uacc4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc77c\ubd80 \uace0\uac1d\uc744 \ub35c \uc911\uc694\ud55c \uace0\uac1d\uc73c\ub85c \ucde8\uae09\ud558\ub294 \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uace0\uac1d\uc758 \uc694\uad6c\uc640 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc5d0 \ub9de\ucdb0 \ub9ac\uc18c\uc2a4\ub97c \uc870\uc815\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3~5\uac1c\uc758 \uba85\ud655\ud55c \uc138\uadf8\uba3c\ud2b8\ub97c \ub9cc\ub4e4\uace0 \uac01 \uc138\uadf8\uba3c\ud2b8\ub97c \ud2b9\uc815 \uac80\ud1a0 \ube48\ub3c4, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc8fc\uae30, \ub514\uc9c0\ud138 \ub300 \ub300\uba74 \uc0c1\ud638 \uc791\uc6a9\uc5d0 \ub9e4\ud551\ud558\uc138\uc694. \uc608\ub97c \ub4e4\uc5b4, A \ub4f1\uae09 \uace0\uac1d\uc740 \ub9e4\uc6d4 \uc0ac\uc804 \uc608\ubc29\uc801 \ud64d\ubcf4\uc640 \ubd84\uae30\ubcc4 \ub300\uba74 \uac80\ud1a0\ub97c \ubc1b\uace0, C \ub4f1\uae09 \uace0\uac1d\uc740 \ub9e4\uc6d4 \uc790\ub3d9 \uc5c5\ub370\uc774\ud2b8\uac00 \ud3ec\ud568\ub41c \uad6c\uc870\ud654\ub41c \uc5f0\uac04 \uac80\ud1a0\ub97c \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc138\uadf8\uba3c\ud2b8\uc640 \uc11c\ube44\uc2a4 \ub9e4\ud2b8\ub9ad\uc2a4\ub294 \ubaa8\ub4e0 \uc740\ud589\uc6d0\uc774\ub098 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc5b4\ub5a4 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560\uc9c0 \uc989\uc2dc \ud655\uc778\ud560 \uc218 \uc788\ub3c4\ub85d \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \uc2dc\uc2a4\ud15c \ub0b4\uc5d0 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \ud300\uc6d0\uc774 \uacc4\uc815\uc744 \uc778\uc218\ud560 \ub54c \uc5b4\ub5a4 \uc11c\ube44\uc2a4 \ubaa8\ub378\uc774 \uc801\uc6a9\ub420\uc9c0 \ucd94\uce21\ud560 \ud544\uc694\uac00 \uc5c6\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e4\uc81c \uc608\uc2dc:<\/strong> \uc2a4\uc704\uc2a4\uc758 \ud55c \ud504\ub77c\uc774\ube57 \ubc45\ud06c\ub294 AUM\uacfc \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c 4\ub2e8\uacc4\ub85c \uc11c\ube44\uc2a4 \ubaa8\ub378\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uac1c\uc120\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc81c \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uac01 \uacc4\uce35\ubcc4\ub85c \ud15c\ud50c\ub9bf\ud654\ub41c \uc548\uac74, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc77c\uc815, \ubcf4\uace0 \ud328\ud0a4\uc9c0\ub97c \uc790\ub3d9\uc73c\ub85c \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8 \uacb0\uacfc \ub354 \ub098\uc740 \uc6a9\ub7c9 \uacc4\ud68d, \ud300 \uac04\uc758 \uc77c\uad00\uc131 \ud5a5\uc0c1, \ubaa8\ub4e0 \uace0\uac1d\uc5d0\uac8c \ub3d9\uc77c\ud55c \uc218\uc900\uc758 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub824\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \ubc88\uc544\uc6c3 \uac10\uc18c\ub77c\ub294 \uacb0\uacfc\ub97c \uc5bb\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-design-a-proactive-data-driven-communication-strategy\">\uc120\uc81c\uc801\uc778 \ub370\uc774\ud130 \uae30\ubc18 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc804\ub7b5 \uc124\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ubd80\ubd84\uc758 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uae30\ubcf8\uc801\uc73c\ub85c \uc0ac\ud6c4 \ub300\uc751\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc9c8\ubb38\uc774\ub098 \uc6b0\ub824 \uc0ac\ud56d\uc744 \uac00\uc9c0\uace0 \uc804\ud654\ud560 \ub54c\uae4c\uc9c0 \uae30\ub2e4\ub9bd\ub2c8\ub2e4. \uc0ac\uc804 \uc608\ubc29\uc801 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubaa8\ub378\ub85c \uc804\ud658\ud558\uba74 \uace0\uac1d \uc5ec\uc815\uc744 \ubcc0\ud654\uc2dc\ud0a4\uace0 \uc138\uc2ec\ud558\uace0 \ubbf8\ub798 \uc9c0\ud5a5\uc801\uc778 \ud68c\uc0ac\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud575\uc2ec \uace0\uac1d\uc744 \uc704\ud55c \uc6d4\ubcc4 \ub514\uc9c0\ud138 \uc811\uc810\uacfc \uc5f0 2\ud68c \uc774\uc0c1\uc758 \uac80\ud1a0 \ud68c\uc758\ub97c \ud3ec\ud568\ud558\ub294 \uccb4\uacc4\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uacc4\ud68d\uc744 \uc218\ub9bd\ud558\ub294 \uac83\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694. \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc6b0\uc5f0\uc774\ub098 \uac1c\ubcc4 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc7ac\ub7c9\uc5d0 \ub9e1\uaca8\ub450\uc9c0 \ub9c8\uc138\uc694. \uac01 \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub300\ud55c \uc0ac\uc804 \uc608\ubc29\uc801 \uc544\uc6c3\ub9ac\uce58\uac00 \uc5b4\ub5a4 \ubaa8\uc2b5\uc778\uc9c0 \uc815\uc758\ud558\uc138\uc694. \ud0c0\uac9f\ud305 <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=\"5846\">\ub9c8\ucf00\ud305<\/a> \ucea0\ud398\uc778\uc740 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \uc704\ud574 \uae30\uc874 \uace0\uac1d\uacfc \uc0c8\ub85c\uc6b4 \uc7a0\uc7ac \uace0\uac1d \ubaa8\ub450\ub97c \ucc38\uc5ec\uc2dc\ud0ac \uc218 \uc788\ub3c4\ub85d \uc124\uacc4\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub2e4\uc74c\uacfc \uac19\uc740 \uc774\ubca4\ud2b8\uc5d0 \ub300\ud574 \uc801\uc2dc\uc5d0 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud2b8\ub9ac\uac70\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc774 \uc815\uc758\ub41c \uc784\uacc4\uac12 \uc774\uc0c1\uc73c\ub85c \uae09\ub4f1\ud558\ub294 \uacbd\uc6b0<\/li>\n\n\n\n<li>\uad6c\uc870\ud654 \uc0c1\ud488 \ub610\ub294 \ucc44\uad8c \ud3ec\uc9c0\uc158\uc758 \ub9cc\uae30<\/li>\n\n\n\n<li>\uc0dd\uc77c, \uae30\ub150\uc77c, \ud1f4\uc9c1 \uc608\uc815\uc77c \ub4f1 \uc628\ubcf4\ub529 \ub370\uc774\ud130\ub97c \ud1b5\ud574 \uac10\uc9c0\ub41c \uc8fc\uc694 \uc0dd\ud65c \uc774\ubca4\ud2b8<\/li>\n\n\n\n<li>\uc124\uc815\ub41c \ub9e4\uac1c \ubcc0\uc218\ub97c \ucd08\uacfc\ud558\ub294 \ubaa9\ud45c \ud560\ub2f9\uc73c\ub85c \uc778\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub4dc\ub9ac\ud504\ud2b8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc5d0 \uae30\ub85d\ub41c \uace0\uac1d \uc120\ud638\ub3c4\uc5d0 \ub530\ub77c \ubcf4\uc548 \uace0\uac1d \ud3ec\ud138 \uba54\uc2dc\uc9c0, \uc554\ud638\ud654\ub41c \uc774\uba54\uc77c, \ud654\uc0c1 \ud1b5\ud654, \ub300\uba74 \ubbf8\ud305 \ub4f1 \ub2e4\uc591\ud55c \ucc44\ub110\uc744 \ud63c\ud569\ud558\uc5ec \ucd94\ucc9c\ud558\uc138\uc694. \uc80a\uc740 \uc138\ub300\ub294 \ub514\uc9c0\ud138 \ucc44\ub110\uc744 \uc120\ud638\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc9c0\ub9cc, \uc77c\ubd80 \uae30\uc874 \uace0\uac1d\uc740 \uc5ec\uc804\ud788 \uc911\uc694\ud55c \uacb0\uc815\uc744 \ub0b4\ub9b4 \ub54c \ub300\uba74 \ud68c\uc758\ub97c \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc138\uadf8\uba3c\ud2b8 \ubc0f \uc704\ud5d8 \ud504\ub85c\ud544\ubcc4\ub85c \ucea0\ud398\uc778\uc744 \uc790\ub3d9\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc8fc\uc2dd \ub178\ucd9c\ub3c4\uac00 \ub192\uc740 \uace0\uac1d\uc740 \uc911\uc694\ud55c \uc6c0\uc9c1\uc784\uc774 \ubc1c\uc0dd\ud55c \ud6c4 24\uc2dc\uac04 \uc774\ub0b4\uc5d0 \ub9de\ucda4\ud615 \uc2dc\uc7a5 \ud574\uc124\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc218\uc900\uc758 \ub300\uc751\uc740 \uc804\ub2f4 \ud300\uc774 \uc788\ub294 \ucd08\uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc5d0\uac8c\ub9cc \uac00\ub2a5\ud588\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc804\uccb4 \uace0\uac1d\uce35\uc5d0\uc11c \uc774\ub7ec\ud55c \uc11c\ube44\uc2a4\ub97c \uc774\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad6c\uccb4\uc801\uc778 \ucf00\uc774\ub358\uc2a4 \uc608\uc2dc:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ube48\ub3c4<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud1b5\uc2e0 \uc720\ud615<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ubc30\ub2ec \ucc44\ub110<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc6d4\uac04<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uc7a5 \ud574\uc124, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2a4\ub0c5\uc0f7<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138, \uc774\uba54\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubd84\uae30\ubcc4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc131\uacfc \uc5b4\ud2b8\ub9ac\ubdf0\uc158\uc744 \ud1b5\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc778\uc0ac\uc774\ud2b8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud138, \uc601\uc0c1 \ud1b5\ud654 \uc635\uc158<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubc18\uae30\ubcc4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc758\uc81c\uac00 \uc788\ub294 \uc2ec\uce35 \uac80\ud1a0 \ud68c\uc758<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub300\uba74 \ub610\ub294 \ub3d9\uc601\uc0c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub9e4\ub144<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubaa9\ud45c, \uc138\uae08 \uacc4\ud68d, \ubd80\ub3d9\uc0b0\uc744 \uc544\uc6b0\ub974\ub294 \uc885\ud569\uc801\uc778 \uacc4\ud68d \uc138\uc158<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc9c1\uc811 \ubc29\ubb38 \uc120\ud638<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc560\ub4dc\ud639<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uc7a5 \uc6c0\uc9c1\uc784, \uc0dd\ud65c \uc774\ubca4\ud2b8\uc5d0 \ub300\ud55c \uc54c\ub9bc \ud2b8\ub9ac\uac70<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\ub3d9\ud654\ub41c \ud3ec\ud138 \uc54c\ub9bc<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ucf00\uc774\ub358\uc2a4\ub294 \ud15c\ud50c\ub9bf\uc744 \ub9cc\ub4e4\uace0 \uc608\uc57d\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc0c1\ub2f4\uc0ac\uac00 \uac00\uce58 \uc788\ub294 \ub300\ud654\ub97c \ud560 \uc218 \uc788\ub294 \uc2dc\uac04\uc744 \ud655\ubcf4\ud558\uba74\uc11c\ub3c4 \ub193\uce58\ub294 \uac83\uc774 \uc5c6\ub3c4\ub85d \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"682\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com178947-1024x682.jpg\" alt=\"\uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ubc95\" class=\"wp-image-49019\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com178947-1024x682.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com178947-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com178947-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com178947-1536x1023.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com178947-18x12.jpg 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com178947.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ubc95<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leverage-digital-onboarding-kyc-and-compliance-to-enhance-trust\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC, \uaddc\uc815 \uc900\uc218\ub97c \ud65c\uc6a9\ud558\uc5ec \uc2e0\ub8b0\ub3c4 \ud5a5\uc0c1\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub798\ub41c \uc885\uc774 \uc628\ubcf4\ub529\uacfc \ud30c\ud3b8\ud654\ub41c KYC \ud504\ub85c\uc138\uc2a4\ub294 \uc7a0\uc7ac \uace0\uac1d\uacfc \ub9c8\ucc30\uc744 \uc77c\uc73c\ud0a4\uace0 \uc870\uae30\uc5d0 \uc88c\uc808\uac10\uc744 \ub290\ub07c\uac8c \ud569\ub2c8\ub2e4. \uccab\uc778\uc0c1\uc740 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uc2e0\uaddc \uace0\uac1d\uc774 \uc5ec\ub7ec \ucc28\ub840\uc5d0 \uac78\uccd0 \ubb38\uc11c\ub97c \uc778\uc1c4\ud558\uace0, \uc11c\uba85\ud558\uace0, \uc2a4\uce94\ud558\uace0, \uc774\uba54\uc77c\ub85c \ubcf4\ub0b4\uc57c \ud55c\ub2e4\uba74 \uacfc\uc5f0 \uc774\uac83\uc774 \uc57d\uc18d\ud55c \uc815\uad50\ud55c \uc790\uc0b0 \uad00\ub9ac \uacbd\ud5d8\uc778\uc9c0 \uc758\ubb38\uc744 \ud488\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\ub300\uc801\uc778 \uace0\uac1d \uacbd\ud5d8\uc740 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc591\uc2dd, \uc804\uc790 \uc11c\uba85 \uae30\ub2a5, \uc790\ub3d9\ud654\ub41c \ubb38\uc11c \uc218\uc9d1\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uace0\uac1d \ucc38\uc5ec \ub3c4\uad6c\ub294 \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \uba87 \uc8fc\uc5d0\uc11c \uba70\uce60\ub85c \ub2e8\ucd95\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uaddc\uc81c \uc694\uac74\uc744 \uc644\ubcbd\ud558\uac8c \uc900\uc218\ud569\ub2c8\ub2e4. \uc5ec\ub7ec \uad00\ud560\uad8c\uc744 \uac00\uc9c4 \ud574\uc678 \uace0\uac1d\uc5d0\uac8c \uac04\uc18c\ud654\ub41c \uc628\ubcf4\ub529\uc740 \uc0ac\uce58\uac00 \uc544\ub2d9\ub2c8\ub2e4. \uc0ac\uce58\ud488\uc774 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud575\uc2ec\uc740 KYC, AML \uc2a4\ud06c\ub9ac\ub2dd, \uc801\ud569\uc131 \uc124\ubb38\uc9c0\ub97c CRM\uc5d0 \uc9c1\uc811 \ud1b5\ud569\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ubcc4\ub3c4\uc758 \uc2dc\uc2a4\ud15c\uc744 \ucc3e\uc544\ub2e4\ub2c8\uc9c0 \uc54a\uace0\ub3c4 \uc804\uccb4 \ub9ac\uc2a4\ud06c \ubc0f \uaddc\uc815 \uc900\uc218 \ud504\ub85c\ud544\uc744 \ud55c\ub208\uc5d0 \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc774\ub7ec\ud55c \ud1b5\ud569\uc740 \ub3d9\uc77c\ud55c \uc815\ubcf4\ub97c \ub450 \ubc88 \uc81c\uacf5\ud560 \ud544\uc694\uac00 \uc5c6\ub294 \uace0\uac1d\uc758 \ubd80\ub2f4\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c\uc740 \uc9c4\uc815\ud55c \ucc28\ubcc4\ud654 \uc694\uc18c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uba74 EU, \uc2a4\uc704\uc2a4, \uc911\ub3d9\uc758 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\uace0 \uae30\uad00\uc758 \uc2e4\uc0ac \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uace0\uac1d\uc774 \ubbfc\uac10\ud55c \uae08\uc735 \uc815\ubcf4\uac00 \uc5b4\ub514\uc5d0 \uc788\ub294\uc9c0 \ubb3c\uc5b4\ubcfc \ub54c \u201c\uc2a4\uc704\uc2a4\u201d\ub77c\uace0 \ub2f5\ud560 \uc218 \uc788\ub2e4\ub294 \uac83\uc740 \uc911\uc694\ud55c \uc758\ubbf8\ub97c \uac16\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc6cc\ud06c\ud50c\ub85c\ub294 \uc628\ubcf4\ub529 \ub2e8\uacc4\ub97c \uc548\ub0b4\ud558\uace0, \uac10\uc0ac \ucd94\uc801\uc744 \uc790\ub3d9\uc73c\ub85c \uc0dd\uc131\ud558\uba70, \ub514\uc9c0\ud138 \uc591\uc2dd\uacfc \ubcf4\uc548 \ud3ec\ud138\uc744 \ud1b5\ud574 \uace0\uac1d\uacfc\uc758 \uc8fc\uace0\ubc1b\uae30\ub97c \ucd5c\uc18c\ud654\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \ubb38\uc11c \uc694\uccad, \uc11c\uba85 \ubc0f \uc2b9\uc778\uc744 \ucd94\uc801\ud558\uc5ec \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\ub97c \uac04\uc18c\ud654\ud558\uace0 \uc6b4\uc601 \ud300\uc758 \uc218\uc791\uc5c5\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-personalize-advice-with-risk-profiling-and-holistic-planning\">\uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1 \ubc0f \uc885\ud569\uc801\uc778 \uacc4\ud68d\uc73c\ub85c \ub9de\ucda4\ud615 \uc870\uc5b8 \uc81c\uacf5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc640 \uc77c\ub960\uc801\uc778 \ud22c\uc790 \uc870\uc5b8\uc740 \ub354 \uc774\uc0c1 \uace0\uac1d\uc744 \ub9cc\uc871\uc2dc\ud0a4\uc9c0 \ubabb\ud569\ub2c8\ub2e4. \uace0\uac1d\ub4e4\uc740 \uc810\uc810 \ub354 \uac1c\uc778\uc758 \ubaa9\ud45c, \uac00\uc871 \uad6c\uc870, ESG \uc120\ud638\ub3c4, \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704\ub97c \ubc18\uc601\ud558\ub294 \uc870\uc5b8\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \uac1c\uc778\ud654\ub294 \uc120\ud0dd \uc0ac\ud56d\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc774\uac83\uc774 \uc218\uc2ed \ub144 \ub3d9\uc548 \uace0\uac1d\uc758 \ucc38\uc5ec\ub97c \uc720\uc9c0\ud558\ub294 \ud68c\uc0ac\uc640 \uccab \ubc88\uc9f8 \uc2dc\uc7a5 \uce68\uccb4 \uc774\ud6c4 \uace0\uac1d\uc744 \uc783\uc740 \ud68c\uc0ac\ub97c \uad6c\ubd84\ud558\ub294 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ud3ec\ud138\uc758 \ub300\ud654\ud615 \uc704\ud5d8 \uc124\ubb38\uc9c0\ub97c \ud1b5\ud574 \uace0\uac1d\uc740 \ubaa8\ubc14\uc77c \uae30\uae30\uc5d0\uc11c \ud3b8\ub9ac\ud558\uac8c \ud3c9\uac00\ub97c \uc644\ub8cc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc874\uc758 \uc704\ud5d8 \uc5ed\ub7c9 \uc9c8\ubb38\uacfc \uace0\uac1d\uc774 \uc2e4\uc81c\ub85c \ud558\ub77d \ub610\ub294 \ubcc0\ub3d9\uc131\uc5d0 \uc5b4\ub5bb\uac8c \ubc18\uc751\ud558\ub294\uc9c0 \uc0b4\ud3b4\ubcf4\ub294 \ud589\ub3d9 \uc694\uc18c\ub97c \uacb0\ud569\ud558\uc138\uc694. \uc218\uce58\uc640 \uac10\uc815\uc744 \ubaa8\ub450 \uc774\ud574\ud558\uba74 \ub354 \ub098\uc740 \uc870\uc5b8\uc744 \uc81c\uacf5\ud558\uace0 \uc218\uc815 \uc911\uc5d0 \ud328\ub2c9 \ucf5c\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0dd\ud65c \uc774\ubca4\ud2b8, \uc9c0\uc5ed, \uc9c1\uc5c5\uc801 \ubc30\uacbd\uacfc \uac19\uc740 CRM \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc81c\uc548\uc11c, \uc81c\ud488 \uc9c4\uc5f4\ub300, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud1a4\uc744 \ub9de\ucda4\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220 \uae30\uc5c5\uac00\ub294 \ud601\uc2e0 \ud14c\ub9c8\uc5d0 \ub300\ud55c \ub178\ucd9c\uc744 \uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc740\ud1f4\ub97c \uc55e\ub454 \uc758\ub8cc \uc804\ubb38\uac00\ub294 \uc790\ubcf8 \ubcf4\uc874\uc744 \uc6b0\uc120\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac \ub3c4\uad6c\ub294 \uc774\ub7ec\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc790\ub3d9\uc73c\ub85c \ud45c\uc2dc\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uacc4\ud68d \ubaa8\ub4c8\uc744 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc640 \ud1b5\ud569\ud558\uba74 \ubaa8\ub4e0 \uac80\ud1a0 \ud68c\uc758\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc2e4\uc81c \ubaa9\ud45c\uc5d0 \uc5f0\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc790\uc2e0\uc758 \ud22c\uc790\uac00 62\uc138 \uc740\ud1f4, \ud734\uac00\uc6a9 \ubd80\ub3d9\uc0b0 \uad6c\uc785, 2030\ub144\uae4c\uc9c0 \uc790\ub140 \uad50\uc721\ube44 \ub9c8\ub828\uacfc \uac19\uc740 \uad6c\uccb4\uc801\uc778 \ubaa9\ud45c\ub97c \uc5b4\ub5bb\uac8c \uc9c0\uc6d0\ud558\ub294\uc9c0 \uc54c\uace0 \uc2f6\uc5b4 \ud569\ub2c8\ub2e4. \ucd94\uc0c1\uc801\uc778 \uc131\uacfc \uc218\uce58\ub294 \uace0\uac1d\uc774 \uc2e4\uc81c\ub85c \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud558\ub294 \ubaa9\ud45c\uc5d0 \ub300\ud55c \uc9c4\uc804\ubcf4\ub2e4 \ub35c \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc0ac\ub840 \uc608\uc2dc:<\/strong> \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uccab \ubbf8\ud305 \uc804\uc5d0 \uace0\uac1d\uc774 \uc791\uc131\ud55c \ub514\uc9c0\ud138 \uc124\ubb38\uc9c0\ub97c \ud1b5\ud574 \uc704\ud5d8 \uc120\ud638\ub3c4\ub97c \ud30c\uc545\ud558\uae30 \uc704\ud574 InvestGlass\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc751\ub2f5\uacfc \uacf5\uac1c\ub41c \uc0dd\ud65c \uc774\ubca4\ud2b8\ub97c \ubc14\ud0d5\uc73c\ub85c \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubaa8\ub4c8\uc5d0\uc11c \uac1c\uc778\ubcc4 \ub9de\ucda4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4. \uc9c4\ud589 \uc911\uc778 \uc131\uacfc \ubc0f \uc704\ud5d8 \uc9c0\ud45c\ub294 \uace0\uac1d \ud3ec\ud138\uc5d0 \uc790\ub3d9\uc73c\ub85c \ud478\uc2dc\ub418\uba70, \uace0\uac1d\uc740 \uc5b8\uc81c\ub4e0\uc9c0 \uc790\uc2e0\uc758 \ud22c\uc790 \uc804\ub7b5\uc774 \uba85\uc2dc\ub41c \ubaa9\ud45c\uc5d0 \uc5b4\ub5bb\uac8c \ubd80\ud569\ud558\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-education-and-transparency-to-deepen-engagement\">\uad50\uc721\uacfc \ud22c\uba85\uc131\uc744 \ud65c\uc6a9\ud558\uc5ec \ucc38\uc5ec\ub3c4 \ub192\uc774\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uad50\uc721\uc740 \ud604\uc7ac \uace0\uac1d\uc744 \uc720\uc9c0\ud558\uace0 \ud2b9\ud788 2030\uc138\ub300\uc758 \uc9c0\uc18d\uc801\uc778 \ubd80\uc758 \uc774\uc804\uc774 \uc608\uc0c1\ub418\ub294 \uc2dc\uae30\uc5d0 \uc80a\uc740 \uc138\ub300\uc758 \ucc38\uc5ec\ub97c \uc720\ub3c4\ud560 \uc218 \uc788\ub294 \uac15\ub825\ud55c \ubc29\ubc95\uc785\ub2c8\ub2e4. \uc790\uc2e0\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc640 \ud22c\uc790 \uacb0\uc815\uc758 \uadfc\uac70\ub97c \uc774\ud574\ud558\ub294 \uace0\uac1d\uc740 \uc2dc\uc7a5 \uc2a4\ud2b8\ub808\uc2a4 \uc0c1\ud669\uc5d0\uc11c \uac10\uc815\uc801\uc778 \uacb0\uc815\uc744 \ub0b4\ub9b4 \uac00\ub2a5\uc131\uc774 \uc801\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubd84\uae30\ubcc4 \uc6e8\ube44\ub098, \uc778\ud50c\ub808\uc774\uc158 \ub3d9\ud5a5, \uc0ac\ubaa8 \uc2dc\uc7a5 \uc811\uadfc, ESG \ud3c9\uac00 \ubc29\ubc95\ub860 \ub4f1\uc758 \uc8fc\uc81c\uc5d0 \ub300\ud55c \uc9e7\uc740 \uc124\uba85\uc774 \ud3ec\ud568\ub41c \uad6c\uc870\ud654\ub41c \ucf58\ud150\uce20 \ud504\ub85c\uadf8\ub7a8\uc744 \ub9cc\ub4e4\uc5b4 \ud3ec\ud138\uacfc \uc774\uba54\uc77c\uc744 \ud1b5\ud574 \ubc30\ud3ec\ud558\uc138\uc694. \uc774\ub294 \uae08\uc735 \uc804\ubb38 \uc6a9\uc5b4\ub85c \uace0\uac1d\uc744 \uc555\ub3c4\ud558\ub824\ub294 \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uace0\uac1d\uc758 \uc2e0\ub8b0\ub97c \uc313\uace0 \uc5ec\ub7ec\ubd84\uc758 \uc804\ubb38\uc131\uc744 \uc785\uc99d\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ud654\ud615 \ub300\uc2dc\ubcf4\ub4dc, \uc131\uacfc \uae30\uc5ec\ub3c4 \ubd84\uc11d, \uba85\ud655\ud55c \uc218\uc218\ub8cc \uacf5\uac1c\uc640 \uac19\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud22c\uba85\uc131 \uae30\ub2a5\uc740 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \uc65c \uadf8\ub7f0 \uc131\uacfc\ub97c \ub0c8\ub294\uc9c0, \uc790\uc2e0\uc774 \uc9c0\ubd88\ud558\ub294 \uc218\uc218\ub8cc\uac00 \uc5bc\ub9c8\uc778\uc9c0 \uc815\ud655\ud788 \uc54c \uc218 \uc788\uc73c\uba74 \uc5b4\ub460 \uc18d\uc5d0 \uac07\ud600 \uc788\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc874\uc911\ubc1b\ub294\ub2e4\ub294 \ub290\ub08c\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \uc77c\uad00\ub41c \uad50\uc721\uacfc \ud22c\uba85\uc131\uc740 \uace0\uac1d \ucda9\uc131\ub3c4\ub97c \ub192\uc774\uace0 \uc7a5\uae30\uc801\uc778 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \ud22c\uba85\uc131\uc740 \uace0\uac1d\uc774 \uc774\ubbf8 \ud544\uc694\ud55c \uc815\ubcf4\ub97c \uac00\uc9c0\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uc7a5\uc138\uc5d0\uc11c \ubc18\uc751\uc131 \ubb38\uc758\ub97c \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \ud65c\uc6a9\ud558\uc5ec \uace0\uac1d\uc758 \ubcf4\uc720 \uc790\uc0b0\uc744 \uae30\ubc18\uc73c\ub85c \ud0c0\uac9f\ud305\ub41c \uae30\uc0ac\ub97c \uace0\uac1d\uc5d0\uac8c \ubcf4\ub0b4\uc138\uc694. \uace0\uac1d\uc774 \ubd80\ub3d9\uc0b0\uc5d0 \ub9ce\uc774 \ub178\ucd9c\ub418\uc5b4 \uc788\ub2e4\uba74 \uad00\ub828 \ubd80\ub3d9\uc0b0 \uc2dc\uc7a5 \ub3d9\ud5a5\uc744 \ubcf4\ub0b4\uc138\uc694. \uc2e0\ud765 \uc2dc\uc7a5 \uc8fc\uc2dd\uc744 \ubcf4\uc720\ud558\uace0 \uc788\ub2e4\uba74 \ud574\ub2f9 \uc9c0\uc5ed\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc9c0\uc815\ud559\uc801 \ubc1c\uc804\uc5d0 \ub300\ud55c \ud558\uc6b0\uc2a4 \ubdf0\ub97c \uacf5\uc720\ud558\uc138\uc694. \uc774\ub807\uac8c \uc138\ubd84\ud654\ub418\uace0 \uad00\ub828\uc131 \uc788\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc740 \uace0\uac1d\uc774 \uac00\uce58 \uc788\ub2e4\uace0 \ub290\ub07c\ub294 \uac83\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\uc640 \uace0\uac1d \ud3ec\ud138\uc740 \ud568\uaed8 \uc791\ub3d9\ud558\uc5ec \ubb38\uc11c, \ub3d9\uc601\uc0c1 \ubc0f \ubcf4\uace0\uc11c\ub97c \ud638\uc2a4\ud305\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc5b4\ub5a4 \ucf58\ud150\uce20\uac00 \uc5b4\ub5a4 \uc138\uadf8\uba3c\ud2b8\uc5d0\uc11c \uacf5\uac10\uc744 \uc5bb\ub294\uc9c0 \ucd94\uc801\ud569\ub2c8\ub2e4. \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uace0\uac1d\uc774 \uc2e4\uc81c\ub85c \ubb34\uc5c7\uc744 \uc54c\uace0 \uc2f6\uc5b4\ud558\ub294\uc9c0 \ud30c\uc545\ud558\uace0 \uadf8\uc5d0 \ub530\ub77c \ud3c9\uc0dd \uad50\uc721 \uc11c\ube44\uc2a4\ub97c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automate-workflows-to-free-advisors-for-high-value-conversations\">\uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc790\ub3d9\ud654\ud558\uc5ec \uace0\ubd80\uac00\uac00\uce58 \ub300\ud654\ub97c \uc704\ud55c \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc2dc\uac04 \ud655\ubcf4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc2dc\uac04\uc744 \uc5c4\uccad\ub098\uac8c \uc18c\ubaa8\ud569\ub2c8\ub2e4. KYC \uac31\uc2e0 \uc54c\ub9bc, \uc5f0\uac04 \uc801\ud569\uc131 \ud655\uc778, \uc0dd\uc77c \uba54\uc2dc\uc9c0, \uc815\uae30 \uba85\uc138\uc11c \uc804\uc1a1 \ub4f1\uc740 \ubaa8\ub450 CRM \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ud1b5\ud574 \uc790\ub3d9\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc778\uac04 \uad00\uacc4\ub97c \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc778\uac04 \uad00\uacc4\ub97c \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc778\uac04 \uad00\uacc4\ub97c \uc704\ud55c \uc2dc\uac04\uc744 \ud655\ubcf4\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \ub610\ud55c \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc7a0\uc7ac \uace0\uac1d \ubc1c\uad74 \ubc0f \uace0\uac1d \uad00\uacc4 \uc131\uc7a5\uacfc \uac19\uc740 \ube44\uc988\ub2c8\uc2a4 \uac1c\ubc1c \ud65c\ub3d9\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc804\ub7b5\uc801 \uac80\ud1a0, \ubcf5\uc7a1\ud55c \uad6c\uc870\ud654, \uac00\uc871 \uac70\ubc84\ub10c\uc2a4 \ub17c\uc758\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \ud45c\uc900 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc758 25~50%\ub97c \uc790\ub3d9\ud654\ud558\ub294 \uac83\uc744 \uace0\ub824\ud558\uc138\uc694. \uc218\uc791\uc5c5\uc774 \uc904\uc5b4\ub4e4\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc758\ubbf8 \uc788\ub294 \ub300\ud654\ub97c \ub098\ub20c \uc218 \uc788\ub294 \uc5ec\uc720\uac00 \uc0dd\uae30\uae30 \ub54c\ubb38\uc5d0 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc758 \uc9c8\uc774 \uc2e4\uc81c\ub85c \ud5a5\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc758 \uc791\uc5c5 \uc790\ub3d9\ud654, \uc2b9\uc778 \uccb4\uc778, \ud15c\ud50c\ub9bf \uc774\uba54\uc77c\uc740 \uc624\ub958\ub97c \uc904\uc774\uace0 \ubaa8\ub4e0 \uace0\uac1d\uc774 \uc57d\uc18d\ud55c \uc11c\ube44\uc2a4 \uc218\uc900\uc744 \uc81c\ub54c\uc5d0 \ubc1b\uc744 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \ubd84\uae30\ubcc4 \uac80\ud1a0\uc640 \uc6d4\ubcc4 \uc5c5\ub370\uc774\ud2b8\ub97c \uc57d\uc18d\ud560 \ub54c \uc790\ub3d9\ud654\ub97c \uc0ac\uc6a9\ud558\uba74 \uac1c\ubcc4 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uae30\uc5b5\uc5d0 \uc758\uc874\ud558\uc9c0 \uc54a\uace0 \uc804\uccb4 \uace0\uac1d\uce35\uc5d0 \uc77c\uad00\uc131 \uc788\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc6cc\ud06c\ud50c\ub85c \uc608\uc2dc:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ud2b8\ub9ac\uac70<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc790\ub3d9\ud654\ub41c \uc791\uc5c5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc778\uc801 \ud6c4\uc18d \uc870\uce58<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \uc804\ub7b5\uc801 \ubc30\ubd84\uc5d0\uc11c 5% \uc774\uc0c1 \ubc97\uc5b4\ub0a8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc54c\ub9bc \uc804\uc1a1, \ub9ac\ubc38\ub7f0\uc2f1 \uc81c\uc548\uc11c \ucd08\uc548 \uc0dd\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uac80\ud1a0\ud558\uace0 \uace0\uac1d\uc5d0\uac8c \uc804\ud654\ud558\uc5ec \ub17c\uc758<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \ubb38\uc11c\ub294 30\uc77c \ud6c4\uc5d0 \ub9cc\ub8cc\ub429\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud138\uc744 \ud1b5\ud574 \ud074\ub77c\uc774\uc5b8\ud2b8\uc5d0\uac8c \uc54c\ub9bc \uc804\uc1a1, \uaddc\uc815 \uc900\uc218\ub97c \uc704\ud574 \uc0dd\uc131\ub41c \uc791\uc5c5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubbf8\uc644\ub8cc \uc2dc \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ud6c4\uc18d \uc870\uce58<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc0dd\uc77c \uac10\uc9c0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub9de\ucda4 \uba54\uc2dc\uc9c0 \uc790\ub3d9 \uc804\uc1a1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uad00\uacc4\uac00 \ud544\uc694\ud55c \uacbd\uc6b0 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uac1c\uc778 \uba54\ubaa8\ub97c \ucd94\uac00\ud569\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc8fc\uc694 \uc2dc\uc7a5 \uc6c0\uc9c1\uc784\uc774 \uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud569\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>24\uc2dc\uac04 \uc774\ub0b4\uc5d0 \ubc1c\uc1a1\ub418\ub294 \uc138\uadf8\uba3c\ud2b8\ubcc4 \ud574\uc124<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6b0\ub824\ub418\ub294 \uace0\uac1d\uc758 \uc804\ud654\ub97c \ubc1b\uc744 \uc218 \uc788\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub294 \uc778\uac04\uc758 \uacf5\uac10\uacfc \uade0\ud615\uc744 \uc774\ub8e8\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ubaa9\ud45c\ub294 \ub300\uba74 \uc811\ucd09\uc744 \uc644\uc804\ud788 \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc2ec\ub3c4 \uc788\ub294 \ub17c\uc758\ub97c \uc704\ud55c \uc2dc\uac04\uc744 \ub3cc\ub824\uc8fc\ub294 \uac83\uc785\ub2c8\ub2e4. \ub514\uc9c0\ud138 \ud6a8\uc728\uc131\uacfc \uc778\uac04\uc801\uc778 \ub530\ub73b\ud568\uc774 \uc870\ud654\ub97c \uc774\ub8ec \uace0\uac1d\uc740 \ud68c\uc0ac\uc758 \uc7a5\uae30\uc801\uc778 \uc9c0\uc9c0\uc790\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-role-of-ai-in-wealth-management\">\uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c AI\uc758 \uc5ed\ud560<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ec%9e%90%eb%8f%99%ed%99%94-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\uc778\uacf5 \uc9c0\ub2a5\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5845\">\uc778\uacf5 \uc9c0\ub2a5<\/a> \uc778\uacf5\uc9c0\ub2a5(AI)\uc740 \uc790\uc0b0 \uad00\ub9ac \uc5c5\uacc4\ub97c \ube60\ub974\uac8c \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70, \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc640 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0\uac8c \uace0\uac1d \ucc38\uc5ec\ub97c \uac15\ud654\ud558\uace0 \ubcf4\ub2e4 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \uac15\ub825\ud558\uace0 \uc0c8\ub85c\uc6b4 \ubc29\ubc95\uc744 \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 AI \uae30\ubc18 \ubd84\uc11d\uc744 \ud65c\uc6a9\ud558\uc5ec \ubc29\ub300\ud55c \uc591\uc758 \uace0\uac1d \ub370\uc774\ud130\ub97c \ubd84\uc11d\ud558\uc5ec \uc608\uce21 \uc778\uc0ac\uc774\ud2b8\ub97c \uc0dd\uc131\ud558\uace0, \uc0c8\ub85c\uc6b4 \uc704\ud5d8\uacfc \uae30\ud68c\ub97c \ud30c\uc545\ud558\uba70, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc804\ub7b5\uc744 \uc2e4\uc2dc\uac04\uc73c\ub85c \ucd5c\uc801\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub370\uc774\ud130 \uae30\ubc18 \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uace0\uac1d\uc5d0\uac8c \ubcc0\ud654\ud558\ub294 \ubaa9\ud45c\uc640 \uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \ub9de\ucdb0 \uc2dc\uc758\uc801\uc808\ud558\uace0 \uad00\ub828\uc131 \uc788\ub294 \ud22c\uc790 \uc870\uc5b8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc57\ubd07\uacfc \uac00\uc0c1 \ube44\uc11c\uc640 \uac19\uc740 AI \uae30\ubc18 \ub3c4\uad6c\ub3c4 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud601\uc2e0\ud558\uc5ec \uc5f0\uc911\ubb34\ud734 24\uc2dc\uac04 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\uace0 \uace0\uac1d\uc774 \ubcf5\uc7a1\ud55c \uae08\uc735 \uac1c\ub150\uc744 \uc27d\uac8c \uc774\ud574\ud560 \uc218 \uc788\ub3c4\ub85d \ub3d5\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub514\uc9c0\ud138 \uc194\ub8e8\uc158\uc740 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uace0\uac1d\uc774 \ubb38\uc758\uc5d0 \ub300\ud574 \uc2e0\uc18d\ud558\uace0 \uc815\ud655\ud55c \ub2f5\ubcc0\uc744 \ubc1b\uc744 \uc218 \uc788\ub3c4\ub85d \ud568\uc73c\ub85c\uc368 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc785\ub2c8\ub2e4. \uc774\ubbf8 \ub9ce\uc740 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub4e4\uc774 \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uace0, \uace0\uac1d \ucc38\uc5ec\ub97c \uac15\ud654\ud558\uba70, \uac08\uc218\ub85d \uacbd\uc7c1\uc774 \uce58\uc5f4\ud574\uc9c0\ub294 \uc2dc\uc7a5\uc5d0\uc11c \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\uae30 \uc704\ud574 AI\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub514\uc9c0\ud138 \ud601\uc2e0\uc744 \uc218\uc6a9\ud558\uace0 AI\ub97c \uc11c\ube44\uc2a4 \ubaa8\ub378\uc5d0 \ud1b5\ud569\ud568\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \uc5c5\uacc4 \ud2b8\ub80c\ub4dc\uc5d0 \uc55e\uc11c \ub098\uac00\uace0, \uc6b0\uc218\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uba70, \uc7a5\uae30\uc801\uc778 \uc131\uacf5\uc744 \uc704\ud55c \uc785\uc9c0\ub97c \ub2e4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measure-client-experience-and-continuously-improve\">\uace0\uac1d \uacbd\ud5d8 \uce21\uc815 \ubc0f \uc9c0\uc18d\uc801\uc778 \uac1c\uc120<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uce21\uc815\ub418\ub294 \uac83\uc740 \uad00\ub9ac\ub429\ub2c8\ub2e4. \uc5f0\uac04 \ub9cc\uc871\ub3c4 \uc124\ubb38\uc870\uc0ac, \ubbf8\ud305 \ud6c4 \uc9e7\uc740 \ud384\uc2a4 \uccb4\ud06c, \ud68c\uc0ac \ubc0f \uc5b4\ub4dc\ubc14\uc774\uc800 \uc218\uc900\uc5d0\uc11c \uc21c \ucd94\ucc9c\uc790 \uc810\uc218 \ucd94\uc801\uacfc \uac19\uc740 \uc815\uae30\uc801\uc778 \uace0\uac1d \ud53c\ub4dc\ubc31 \uba54\ucee4\ub2c8\uc998\uc744 \uc124\uc815\ud558\uc138\uc694. \uace0\uac1d\uc774 \uc5b4\ub5bb\uac8c \uc0dd\uac01\ud558\ub294\uc9c0 \uc548\ub2e4\uace0 \uac00\uc815\ud558\uc9c0 \ub9c8\uc138\uc694. \uace0\uac1d\uc5d0\uac8c \ubb3c\uc5b4\ubcf4\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud53c\ub4dc\ubc31 \ub370\uc774\ud130\ub294 CRM\uc5d0 \uc800\uc7a5\ud558\uace0 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \uc5f0\uacb0\ud558\uc5ec \uc9c0\uc5ed, \uc5f0\ub839\ub300 \ub610\ub294 \uc790\uc0b0 \uc218\uc900\ubcc4\ub85c \ubd84\uc11d\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ub193\uce60 \uc218 \uc788\ub294 \ud328\ud134\uc744 \ubc1c\uacac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uc80a\uc740 \uace0\uac1d\uc740 \ub354 \ub9ce\uc740 \ub514\uc9c0\ud138 \uc0c1\ud638\uc791\uc6a9\uc744 \uc6d0\ud558\uc9c0\ub9cc \uae30\uc874 \uace0\uac1d\uc740 \uc804\ud654 \ud1b5\ud654\ub97c \uc120\ud638\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc138\uadf8\uba3c\ud2b8 \uc218\uc900\uc758 \uc778\uc0ac\uc774\ud2b8\ub294 \ubaa9\ud45c\uc5d0 \ub9de\ub294 \uac1c\uc120\uc744 \uc774\ub04c\uc5b4\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\ub9ac \ub300\uc2dc\ubcf4\ub4dc\uc758 \uc77c\ubd80\ub85c \uc6b4\uc601 KPI\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uccab \uc5f0\ub77d\ubd80\ud130 \uc790\uae08\uc774 \uc785\uae08\ub41c \uacc4\uc815\uae4c\uc9c0 \uc628\ubcf4\ub529 \uc644\ub8cc \uc2dc\uac04<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \uba54\uc2dc\uc9c0 \ubc0f \uc774\uba54\uc77c\uc5d0 \ub300\ud55c \ud3c9\uade0 \uc751\ub2f5 \uc2dc\uac04<\/li>\n\n\n\n<li>\ubd84\uae30\ubcc4 \uc138\uadf8\uba3c\ud2b8\ubcc4 \uc0ac\uc804 \uc608\ubc29\uc801 \uc544\uc6c3\ub9ac\uce58 \ube48\ub3c4<\/li>\n\n\n\n<li>\ucd5c\uc2e0 \uc704\ud5d8 \ud504\ub85c\ud544 \ubc0f \uc801\ud569\uc131 \ubb38\uc11c\ub97c \ubcf4\uc720\ud55c \uace0\uac1d\uc758 \ube44\uc728<\/li>\n\n\n\n<li>\uc138\uadf8\uba3c\ud2b8\ubcc4 \uace0\uac1d \uc720\uc9c0\uc728<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ubcf4\uace0\ub294 \uad00\ub9ac \uc704\uc6d0\ud68c, \ub9ac\uc2a4\ud06c \uc704\uc6d0\ud68c, \uc774\uc0ac\ud68c \ubcf4\uace0\ub97c \uc704\ud574 \uc774\ub7ec\ud55c \uc9c0\ud45c\ub97c \uc9d1\uacc4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc218\uc900\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8 \uc131\uacfc\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud558\uba74 \uc77c\ud654\uac00 \uc544\ub2cc \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc911\uc694\ud55c \uac83\uc740 \uace0\uac1d\uc758 \ud53c\ub4dc\ubc31\uc5d0 \ub530\ub77c \uc5b4\ub5a4 \ubcc0\ud654\uac00 \uc788\uc5c8\ub294\uc9c0 \uace0\uac1d\uc5d0\uac8c \ub2e4\uc2dc \uc54c\ub824\uc8fc\ub294 \uac83\uc785\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \uc758\uacac\uc774 \uc2e4\uc9c8\uc801\uc778 \uac1c\uc120\uc73c\ub85c \uc774\uc5b4\uc9c4\ub2e4\ub294 \uac83\uc744 \uc54c\uac8c \ub418\uba74 \ucda9\uc131\ub3c4\uac00 \uac15\ud654\ub418\uace0 \uc9c0\uc18d\uc801\uc778 \ucc38\uc5ec\ub97c \uc720\ub3c4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud53c\ub4dc\ubc31 \ub8e8\ud504\ub294 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc9c4\ud589 \uc0c1\ud669\uc744 \uc62c\ubc14\ub974\uac8c \ucd94\uc801\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-building-a-swiss-sovereign-client-experience-stack\">InvestGlass: \uc2a4\uc704\uc2a4 \uc18c\ubc84\ub9b0 \uace0\uac1d \uacbd\ud5d8 \uc2a4\ud0dd \uad6c\ucd95\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, AI \ub3c4\uad6c, \uace0\uac1d \ud3ec\ud138\uc744 \ub2e8\uc77c \ud658\uacbd\uc5d0 \uacb0\ud569\ud55c \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \uc2a4\uc704\uc2a4 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc5ec\ub7ec \uacf5\uae09\uc5c5\uccb4\uc640 \ud1b5\ud569\uc744 \ubc88\uac08\uc544 \uc0ac\uc6a9\ud558\ub294 \ub300\uc2e0 \ud558\ub098\uc758 \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc5d0\uc11c \ud544\uc694\ud55c \ubaa8\ub4e0 \uac83\uc744 \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ub370\uc774\ud130 \ud638\uc2a4\ud305\uc740 \uac15\ub825\ud55c \ub370\uc774\ud130 \uc8fc\uad8c, \uc740\ud589 \uae30\ubc00 \uc720\uc9c0, \uace0\uac1d \ub370\uc774\ud130 \uc138\ud2b8\uc758 \uc704\uce58\uc5d0 \ub300\ud55c \uc644\uc804\ud55c \uc81c\uc5b4\ub97c \ud544\uc694\ub85c \ud558\ub294 \uae30\uad00\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc5d0 \ub300\ud55c \uae30\ub300\uce58\uac00 \uc5c4\uaca9\ud55c \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\uc2dc\uc544 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\uc5c5\uc758 \uacbd\uc6b0, \uc774\ub294 \uc2e0\uaddc \ube44\uc988\ub2c8\uc2a4 \ud655\ubcf4 \ubc0f \uae30\uad00 \uc2e4\uc0ac \uc2dc \ub9e4\uc6b0 \uc911\uc694\ud55c \uc0ac\ud56d\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc628\ubcf4\ub529 \uc591\uc2dd, \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c, \ud22c\uc790 \uc81c\uc548\uc11c\ub97c \ucf54\ub529 \uc5c6\uc774 \uad6c\uc131\ud558\uc5ec \ud2b9\uc815 \uc11c\ube44\uc2a4 \ubaa8\ub378\uc5d0 \ub9de\uac8c \uc2dc\uc2a4\ud15c\uc744 \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\uac00, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4, \ub300\uaddc\ubaa8 \ubd80\uc720\uce35 \ud22c\uc790\uc790\ub97c \ub300\uc0c1\uc73c\ub85c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub4e0 InvestGlass\ub294 \ub531\ub531\ud55c \ud15c\ud50c\ub9bf\uc744 \uac15\uc694\ud558\uc9c0 \uc54a\uace0 \uace0\uac1d\uc758 \ud504\ub85c\uc138\uc2a4\uc5d0 \ub9de\uac8c \uc870\uc815\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass AI \uae30\ub2a5\uc740 \uac1c\uc778\ud654\ub41c \uba54\uc2dc\uc9c0 \ucd08\uc548 \uc791\uc131, \uac80\ud1a0 \ud68c\uc758 \uc694\uc57d, \uace0\uac1d \ud589\ub3d9 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\uc5d0 \uae30\ubc18\ud55c \ucc28\uc120\ucc45 \uc81c\uc548\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c AI \uae30\ubc18 \uc778\uc0ac\uc774\ud2b8\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uae30\ub300\uce58\ub97c \uad00\ub9ac\ud558\uace0 \uc218\ub3d9 \ubd84\uc11d\uc5d0 \uba87 \uc2dc\uac04\uc774 \uac78\ub9ac\ub294 \uc608\uce21 \uc778\uc0ac\uc774\ud2b8\ub97c \uc0dd\uc131\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uac00 \ub2e4\uac00\uc624\ub294 \uaddc\uc81c \ubc0f \ub514\uc9c0\ud138 \ud658\uacbd\uc5d0 \ub9de\ucdb0 \uace0\uac1d \uacbd\ud5d8\uc744 \uc7ac\uc124\uacc4\ud558\ub294 \ub370 \uc5b4\ub5bb\uac8c \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\ub294\uc9c0 \uc54c\uc544\ubcfc \uc900\ube44\uac00 \ub418\uc168\ub098\uc694? \ud604\uc7ac \uace0\uac1d \uc5ec\uc815\uc744 \ud3c9\uac00\ud558\uace0 \uae30\uc220\uc774 \uc778\uac04 \uad00\uacc4\ub97c \ub300\uccb4\ud558\uae30\ubcf4\ub2e4 \ud5a5\uc0c1\uc2dc\ud0ac \uc218 \uc788\ub294 \ubd80\ubd84\uc744 \ud30c\uc545\ud558\ub294 \uac83\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694. \uc790\uc0b0 \uad00\ub9ac \ubd84\uc57c\uc5d0\uc11c \uc2b9\ub9ac\ud558\ub294 \uae30\uc5c5\uc740 \uc774 \ub450 \uac00\uc9c0\ub97c \ubaa8\ub450 \ub9c8\uc2a4\ud130\ud558\ub294 \uae30\uc5c5\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-and-next-steps\">\uacb0\ub860 \ubc0f \ub2e4\uc74c \ub2e8\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc694\uc57d\ud558\uc790\uba74, \uc790\uc0b0 \uad00\ub9ac \uc5c5\uacc4\ub294 \uace0\uac1d\uc758 \uae30\ub300\uce58 \uc0c1\uc2b9, \uae30\uc220 \ud601\uc2e0, \uc9c4\ud654\ud558\ub294 \uc2dc\uc7a5 \ud2b8\ub80c\ub4dc\uc5d0 \ud798\uc785\uc5b4 \uc0c1\ub2f9\ud55c \ubcc0\ud654\ub97c \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc640 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uac00 \uc62c\ubc14\ub978 \ubc29\ud5a5\uc73c\ub85c \ub098\uc544\uac04\ub2e4\ub294 \uac83\uc740 \ub514\uc9c0\ud138 \ud601\uc2e0\uc744 \uc218\uc6a9\ud558\uace0, \uace0\uae09 \uc790\uc0b0 \uad00\ub9ac \ub3c4\uad6c\ub97c \ud65c\uc6a9\ud558\uba70, \ubaa8\ub4e0 \uc811\uc810\uc5d0\uc11c \uace0\uac1d \ucc38\uc5ec\ub97c \uc6b0\uc120\uc2dc\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ucc44\ud0dd\ud558\uace0, AI \uae30\ubc18 \uc778\uc0ac\uc774\ud2b8\ub97c \ud1b5\ud569\ud558\uace0, \uac1c\uc778\ud654\ub41c \ud22c\uc790 \uc870\uc5b8\uc5d0 \uc9d1\uc911\ud568\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc774\uace0 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud558\uba70 \uc9c0\uc18d \uac00\ub2a5\ud55c \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \ub3c4\ubaa8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacbd\uc7c1\ub825\uc744 \uc720\uc9c0\ud558\ub824\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc9c0\uc18d\uc801\uc778 \uad50\uc721\uc5d0 \uc804\ub150\ud558\uace0, \ucd5c\uc2e0 \uc2dc\uc7a5 \ub3d9\ud5a5\uc5d0 \ub300\ud55c \uc815\ubcf4\ub97c \ud30c\uc545\ud558\uace0, \ubcc0\ud654\ud558\ub294 \uace0\uac1d\uc758 \uc694\uad6c\uc5d0 \ub9de\uac8c \uc804\ub7b5\uc744 \uc870\uc815\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac \uc804\ubb38\uac00\ub294 \uac15\ub825\ud55c \uace0\uac1d \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uace0, \ub9de\ucda4\ud615 \ud22c\uc790 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uba70, \uac1c\ubc29\uc801\uc774\uace0 \ub2a5\ub3d9\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc720\uc9c0\ud568\uc73c\ub85c\uc368 \uc9c0\uc18d\uc801\uc778 \uc2e0\ub8b0\uc640 \ucda9\uc131\ub3c4\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c \uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uc131\uacf5\uc758 \uc5f4\uc1e0\ub294 \ud0c1\uc6d4\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uace0, \uae30\uc220\uc744 \ud65c\uc6a9\ud558\uc5ec \uace0\uac1d \ucc38\uc5ec\ub97c \ub192\uc774\uace0, \uc5ed\ub3d9\uc801\uc778 \uc5c5\uacc4\uc758 \uc694\uad6c\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc9c0\uc18d\uc801\uc73c\ub85c \ubc1c\uc804\ud558\ub294 \ub370 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubaa8\ubc94 \uc0ac\ub840\ub97c \ub530\ub974\uba74 \uae30\uc5c5\uc740 \uc810\uc810 \ub354 \ub514\uc9c0\ud138\ud654\ub418\ub294 \uc138\uc0c1\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uc131\uc7a5\uc744 \ub2ec\uc131\ud558\uace0 \uae30\uc874 \uace0\uac1d\uc744 \uc720\uc9c0\ud558\uba70 \uc0c8\ub85c\uc6b4 \ube44\uc988\ub2c8\uc2a4\ub97c \uc720\uce58\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-a-wealth-management-firm-usually-see-improvements-in-client-experience-after-adopting-a-new-crm\">\uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc0c8\ub85c\uc6b4 CRM\uc744 \ub3c4\uc785\ud55c \ud6c4 \uace0\uac1d \uacbd\ud5d8\uc758 \uac1c\uc120\uc744 \uc5bc\ub9c8\ub098 \ube68\ub9ac \ud655\uc778\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \ud575\uc2ec \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158, \uc6cc\ud06c\ud50c\ub85c \uc124\uc815, \uc9c1\uc6d0 \uad50\uc721\uc774 \uc644\ub8cc\ub418\uba74 3~6\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \uc751\ub2f5\uc131\uacfc \uc77c\uad00\uc131\uc774 \ub208\uc5d0 \ub744\uac8c \uac1c\uc120\ub418\ub294 \uac83\uc744 \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ube60\ub978 \uc628\ubcf4\ub529, \ubcf4\ub2e4 \uc77c\uad00\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc8fc\uae30, \uc0c1\ub2f4\uc6d0\uc758 \uad00\ub9ac \ubd80\ub2f4 \uac10\uc18c \ub4f1\uc758 \uc870\uae30 \uc131\uacfc\uac00 \uc885\uc885 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c8\ub85c\uc6b4 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud328\ud134\uacfc \uc11c\ube44\uc2a4 \ubaa8\ub378\uc774 \uae30\uc5c5 \ubb38\ud654\uc5d0 \uc815\ucc29\ub428\uc5d0 \ub530\ub77c \uace0\uac1d \uc720\uc9c0\uc728 \ud5a5\uc0c1, \uc9c0\uac11 \uc810\uc720\uc728 \uc99d\uac00\uc640 \uac19\uc740 \ub354 \uae4a\uc740 \ud61c\ud0dd\uc740 \ubcf4\ud1b5 12~24\uac1c\uc6d4\uc5d0 \uac78\uccd0 \ub098\ud0c0\ub0a9\ub2c8\ub2e4. \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uacfc \ud504\ub85c\uc138\uc2a4\ub97c \uc644\uc804\ud788 \uad50\uccb4\ud558\ub294 \ub370\ub294 \uc2dc\uac04\uc774 \uac78\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\uadf8\uba3c\ud2b8 \ub610\ub294 \uc9c0\uc5ed\ubcc4\ub85c \ub2e8\uacc4\uc801\uc73c\ub85c \ub864\uc544\uc6c3\ud558\uba74 \ubcc0\ud654 \uc704\ud5d8\uc744 \uad00\ub9ac\ud558\uba74\uc11c \uc870\uae30 \uc131\uacf5\uc744 \uac00\uc18d\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc77c\ub7ff \uace0\uac1d \uadf8\ub8f9\uc73c\ub85c \uc2dc\uc791\ud558\uba74 \ud68c\uc0ac \uc804\uccb4\ub85c \ud655\uc7a5\ud558\uae30 \uc804\uc5d0 \uc6cc\ud06c\ud50c\ub85c\ub97c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-client-experience-metrics-are-most-useful-for-private-banks-and-wealth-managers\">\ud504\ub77c\uc774\ube57 \ubc45\ud06c\uc640 \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \uac00\uc7a5 \uc720\uc6a9\ud55c \uace0\uac1d \uacbd\ud5d8 \uc9c0\ud45c\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uc7a5 \uc2e4\ud589 \uac00\ub2a5\ud55c \uc9c0\ud45c\ub85c\ub294 \uc21c\ud504\ub85c\ubaa8\ud130 \uc810\uc218, \uace0\uac1d \uc720\uc9c0\uc728, \uc628\ubcf4\ub529 \uc644\ub8cc \uc2dc\uac04, \uba54\uc2dc\uc9c0\uc5d0 \ub300\ud55c \uc751\ub2f5 \uc2dc\uac04, \uc5f0\uac04 \uace0\uac1d\ub2f9 \uc0ac\uc804 \ud130\uce58 \ud69f\uc218 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\ud45c\ub294 \uace0\uac1d\uc758 \uac10\uc815\uacfc \uc6b4\uc601 \uc131\uacfc\ub97c \ubaa8\ub450 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub828 \uc9c0\ud45c\ub3c4 \uc911\uc694\ud569\ub2c8\ub2e4. \ucd5c\uc2e0 \uc704\ud5d8 \ud504\ub85c\ud544\uacfc \uc801\ud569\uc131 \ubb38\uc11c\ub97c \ubcf4\uc720\ud55c \uace0\uac1d\uc758 \ube44\uc728\uc744 \ucd94\uc801\ud558\uc138\uc694. \uc774\ub294 \uacbd\ud5d8\uacfc \uaddc\uc815 \uc900\uc218\uc5d0 \ubaa8\ub450 \uc601\ud5a5\uc744 \ubbf8\uce58\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc624\ub798\ub41c \ud504\ub85c\ud544\uc744 \uac00\uc9c4 \uace0\uac1d\uc740 \uaddc\uc81c \uc704\ud5d8\uc744 \ucd08\ub798\ud558\uace0 \uc801\uc808\ud55c \ud22c\uc790 \uc870\uc5b8\uc744 \ubc1b\uc9c0 \ubabb\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub300\uc2dc\ubcf4\ub4dc\ub97c \uc0ac\uc6a9\ud558\uc5ec \uad00\uacc4 \ud300 \ub9ac\ub354 \ubc0f \uacbd\uc601\uc9c4\uacfc \ud568\uaed8 \uc801\uc5b4\ub3c4 \ubd84\uae30\ubcc4\ub85c \uc774\ub7ec\ud55c \uba54\ud2b8\ub9ad\uc744 \uac80\ud1a0\ud558\uc138\uc694. \ud2b8\ub80c\ub4dc\ub294 \ud2b9\uc815 \uc2dc\uc810\uc758 \uc2a4\ub0c5\uc0f7\ubcf4\ub2e4 \ub354 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-can-wealth-managers-balance-strict-compliance-with-a-smooth-digital-experience\">\uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc5b4\ub5bb\uac8c \uc5c4\uaca9\ud55c \uaddc\uc815 \uc900\uc218\uc640 \uc6d0\ud65c\ud55c \ub514\uc9c0\ud138 \uacbd\ud5d8\uc758 \uade0\ud615\uc744 \ub9de\ucd9c \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud575\uc2ec\uc740 \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \uaddc\uc81c \uc694\uac74\uc744 \ud3ec\ud568\uc2dc\ud0a4\ub294 \uac83\uc785\ub2c8\ub2e4. KYC, AML \uc2ec\uc0ac, \uc801\ud569\uc131 \ud655\uc778\uc740 \ubcc4\ub3c4\uc758 \uad00\ub8cc\uc801 \ub2e8\uacc4\uac00 \uc544\ub2c8\ub77c \uc548\ub0b4\uc5d0 \ub530\ub77c \uc9c4\ud589\ub418\ub294 \ub514\uc9c0\ud138 \ud504\ub85c\uc138\uc2a4\ucc98\ub7fc \ub290\uaef4\uc838\uc57c \ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218\uac00 \uace0\uac1d\uc5d0\uac8c \ubcf4\uc774\uc9c0 \uc54a\uc73c\uba74 \ub9c8\ucc30\uc774 \uc0ac\ub77c\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc720\ud615\uacfc \uc704\ud5d8 \uc218\uc900\uc5d0 \ub530\ub77c \uc9c8\ubb38\uc744 \uc870\uc815\ud558\ub294 \uc2a4\ub9c8\ud2b8 \uc591\uc2dd\uc740 \ubd88\ud544\uc694\ud55c \ub370\uc774\ud130 \uc785\ub825\uc744 \uc904\uc774\uba74\uc11c \uaddc\uc81c \uae30\uc900\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4. \uad6d\ub0b4 \uc18c\ub9e4 \uace0\uac1d\uacfc \uad6d\uacbd\uc744 \ub118\ub294 \uae30\uc5c5 \uc218\ud0c1\uc790\ub294 \uc11c\ub85c \ub2e4\ub978 \uc9c8\ubb38\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ud50c\ub7ab\ud3fc\uc774 \uc774\ub97c \uc790\ub3d9\uc73c\ub85c \ucc98\ub9ac\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \uaddc\uc815 \uc900\uc218 \ub85c\uc9c1\uc744 \uc911\uc559 \uc9d1\uc911\ud654\ud558\uba74 \uc5ec\ub7ec \ubd80\uc11c\uc5d0 \uac78\uccd0 \uace0\uac1d\uc5d0\uac8c \ub3d9\uc77c\ud55c \uc815\ubcf4\ub97c \uc5ec\ub7ec \ubc88 \uc694\uccad\ud560 \ud544\uc694\uac00 \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e8\uc77c \uc18c\uc2a4 \uc811\uadfc \ubc29\uc2dd\uc740 \uc6b4\uc601\uc758 \uc6b0\uc218\uc131\uacfc \uace0\uac1d \uacbd\ud5d8\uc744 \ubaa8\ub450 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-a-client-portal-really-necessary-if-advisors-already-communicate-by-phone-and-email\">\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc774\ubbf8 \uc804\ud654\uc640 \uc774\uba54\uc77c\ub85c \uc18c\ud1b5\ud558\ub294 \uacbd\uc6b0 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc774 \uaf2d \ud544\uc694\ud55c\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\ud654\uc640 \uc774\uba54\uc77c\ub3c4 \uc5ec\uc804\ud788 \uc911\uc694\ud558\uc9c0\ub9cc, \ubcf4\uc548 \ud3ec\ud138\uc740 \ubb38\uc11c, \ubcf4\uace0\uc11c, \uba54\uc2dc\uc9c0, \uc11c\uba85\uc744 \ud55c\uacf3\uc5d0 \ud1b5\ud569\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc774\uba54\uc77c \uc544\uce74\uc774\ube0c\ub97c \ub4a4\uc9c8 \ud544\uc694 \uc5c6\uc774 \ud22c\uc790 \uc804\ub7b5 \ubb38\uc11c, \uc138\uae08 \uacc4\uc0b0\uc11c, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc744 \uc5b4\ub514\uc11c \ucc3e\uc744 \uc218 \uc788\ub294\uc9c0 \uc815\ud655\ud788 \uc54c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790\uc790\ub4e4\uc740 \ud2b9\ud788 55\uc138 \ubbf8\ub9cc\uc758 \uace0\uac1d\ub4e4\uc740 \ubaa8\ubc14\uc77c \uc571\uc5d0\uc11c 24\uc2dc\uac04 \uc5f0\uc911\ubb34\ud734 \ub514\uc9c0\ud138 \ubc29\uc2dd\uc73c\ub85c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \uc774\ub4e4\uc740 \uc6d4\uc694\uc77c \uc544\uce68\uae4c\uc9c0 \uae30\ub2e4\ub838\ub2e4\uac00 \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc804\ud654\ud558\uc9c0 \uc54a\uace0 \uc77c\uc694\uc77c \uc800\ub141\uc5d0 \ubcf4\uc720 \uc790\uc0b0\uc744 \ud655\uc778\ud558\uae38 \uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \ud3ec\ud138\uc740 \uc554\ud638\ud654\ub418\uc9c0 \uc54a\uc740 \uc774\uba54\uc77c \ucca8\ubd80 \ud30c\uc77c\uc5d0 \ube44\ud574 \ubcf4\uc548\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uba70, \uc774\ub294 \uae30\uad00 \uace0\uac1d\uacfc \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \uace0\uac1d\ub4e4\uc5d0\uac8c \uc810\uc810 \ub354 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc801\uc808\ud55c \uc554\ud638\ud654\ub97c \uac16\ucd98 \ub514\uc9c0\ud138 \ud50c\ub7ab\ud3fc\uc740 \ucd5c\uc18c\ud55c\uc758 \uc774\uba54\uc77c\ub85c\ub294 \ubd88\uac00\ub2a5\ud55c \uae30\ub300\uce58\ub97c \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-small-independent-wealth-managers-afford-a-modern-integrated-client-experience-platform\">\uc18c\uaddc\ubaa8 \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc0ac\uac00 \ud604\ub300\uc801\uc778 \ud1b5\ud569 \uace0\uac1d \uacbd\ud5d8 \ud50c\ub7ab\ud3fc\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud074\ub77c\uc6b0\ub4dc \uae30\ubc18\uc758 \ubaa8\ub4c8\uc2dd \ud50c\ub7ab\ud3fc\uc740 \ubd80\ud2f0\ud06c\uc640 \ub3c5\ub9bd \uc790\ubb38\uac00\ub97c \uc704\ud55c \uace0\uae09 CRM \ubc0f \uc790\uc0b0 \uad00\ub9ac \ub3c4\uad6c\uc758 \ube44\uc6a9\uc744 \ud06c\uac8c \ub0ae\ucdc4\uc2b5\ub2c8\ub2e4. \ub300\ud615 \uae30\uad00\ub9cc \uc815\uad50\ud55c \uae30\uc220\uc744 \ub3c4\uc785\ud560 \uc218 \uc788\uc5c8\ub358 \uc2dc\ub300\ub294 \ub05d\ub0ac\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM, \uc628\ubcf4\ub529, \uae30\ubcf8 \ud3ec\ud138\uacfc \uac19\uc740 \ud575\uc2ec \ubaa8\ub4c8\ub85c \uc2dc\uc791\ud558\uc5ec \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc5d0 \ub530\ub77c \ub098\uc911\uc5d0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \ucd94\uac00\ud558\ub294 \uac83\uc774 \uc2e4\uc6a9\uc801\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubaa8\ub4c8\uc2dd \uc811\uadfc \ubc29\uc2dd\uc740 \uae30\uc5c5\uc774 \ub300\uaddc\ubaa8 \ucd08\uae30 \ud22c\uc790\ub97c \ud558\uc9c0 \uc54a\uace0\ub3c4 \ud655\uc7a5\uc5d0 \ub530\ub77c \uad6c\ucd95\ud560 \uc218 \uc788\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \ub9ce\uc740 \ud68c\uc0ac\uc5d0\uc11c \uccab\ud574\uc5d0 \uad6c\ub3c5 \ube44\uc6a9\uc744 \uc0c1\uc1c4\ud560 \ub9cc\ud07c \ucda9\ubd84\ud55c \uc2dc\uac04\uc744 \uc808\uc57d\ud558\uace0 \uc218\uc791\uc5c5\uc744 \uc904\uc774\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654\ud560 \uc218 \uc788\ub294 \uad00\ub9ac \uc791\uc5c5\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uc744 \uacc4\uc0b0\ud574 \ubcf4\uba74 \ud22c\uc790 \uc218\uc775\uc774 \uae08\ubc29 \uba85\ud655\ud574\uc9d1\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Wealth management is a comprehensive, client focused approach to managing an individual\u2019s or family\u2019s financial assets, designed to help clients achieve their long term financial goals. At its core, wealth management goes beyond simple investment selection it encompasses a holistic view of each client\u2019s financial situation, including their objectives, risk tolerance, and unique investment preferences. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48980,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[29,35,48,95],"class_list":["post-48894","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-automation","tag-crm-for-banking","tag-sales-automation","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>7 Proven Ways on How to Improve Client Experience in Wealth Management<\/title>\n<meta name=\"description\" content=\"Discover 7 effective strategies to enhance client experience in wealth management. 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