{"id":48903,"date":"2026-02-02T15:25:14","date_gmt":"2026-02-02T14:25:14","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48903"},"modified":"2026-02-07T15:15:39","modified_gmt":"2026-02-07T14:15:39","slug":"%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac%eb%a5%bc-%ec%9c%84%ed%95%9c-crm-%ec%84%a0%ed%83%9d-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-choose-a-crm-for-wealth-management\/","title":{"rendered":"\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM \uc120\ud0dd \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0 \uc801\ud569\ud55c CRM\uc744 \uc120\ud0dd\ud558\ub294 \uac83\uc740 \uac00\uc7a5 \uc911\uc694\ud55c \uae30\uc220 \uacb0\uc815 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \uace0\uac1d \uad00\uacc4\uac00 \uc218\uc2ed \ub144\uc5d0 \uac78\uccd0 \uc9c0\uc18d\ub418\uace0 \ub9e4\ub144 \uaddc\uc81c \uc870\uc0ac\uac00 \uac15\ud654\ub418\ub294 \uc5c5\uacc4\uc5d0\uc11c \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc740 \uc5f0\ub77d\ucc98 \uc815\ubcf4\ub97c \uc800\uc7a5\ud558\ub294 \uac83 \uc774\uc0c1\uc758 \uae30\ub2a5\uc744 \uc218\ud589\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \uac00\uc774\ub4dc\ub294 \ud575\uc2ec \uae30\ub2a5 \ubc0f \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\ubd80\ud130 \ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \ucd1d \uc18c\uc720 \ube44\uc6a9\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ud3c9\uac00\uc5d0 \ud544\uc694\ud55c \ubaa8\ub4e0 \uc0ac\ud56d\uc744 \uc548\ub0b4\ud569\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>2025\ub144\uc758 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130, \uaddc\uc815 \uc900\uc218\ub97c \ud55c\uacf3\uc5d0 \ud1b5\ud569\ud558\ub294 CRM\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uc77c\ubc18 \ub3c4\uad6c\ub294 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uc11c\ube44\uc2a4\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \uad11\ubc94\uc704\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uac00\uc7a5 \uc911\uc694\ud55c \uccab \ubc88\uc9f8 \uacb0\uc815\uc740 \uc77c\ubc18\uc801\uc778 CRM\uc774 \ud544\uc694\ud55c\uc9c0, \uc544\ub2c8\uba74 \uc774\ubbf8 \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uae30\ubcf8\uc73c\ub85c \ud3ec\ud568\ub41c InvestGlass\uc640 \uac19\uc740 \uc790\uc0b0 \uad00\ub9ac \uc804\uc6a9 \ud50c\ub7ab\ud3fc\uc774 \ud544\uc694\ud55c\uc9c0\ub97c \uacb0\uc815\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud2b9\ud788 \uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \ud638\uc2a4\ud305\uacfc \uc8fc\uad8c\uc774 \uaddc\uc81c \ub2f9\uad6d\uacfc \uace0\uac1d \ubaa8\ub450\ub97c \ub9cc\uc871\uc2dc\ud0a4\uae30\ub97c \uc6d0\ud558\ub294 \uc720\ub7fd \ubc0f \uc2a4\uc704\uc2a4 \uae30\ubc18 \uae30\uad00\uc758 \uacbd\uc6b0 \ub370\uc774\ud130 \uc0c1\uc8fc \ubc0f \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ub294 \uc774\uc81c \uc804\ub7b5\uc801 \uae30\uc900\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc62c\ubc14\ub978 CRM\uc740 \ud575\uc2ec \ubc45\ud0b9 \ub610\ub294 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5848\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/a>, \uc644\uc804\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud574 KYC \ubc0f \uc801\ud569\uc131 \uac80\ud1a0\ub97c \uc790\ub3d9\ud654\ud558\uace0, MiFID II, FINMA \ubc0f SEC \uc2a4\ud0c0\uc77c\uc758 \uae30\ub85d \ubcf4\uad00\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uae30\uc5c5\uc740 \ub2e4\ub144 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uae30 \uc804\uc5d0 \uc2e4\uc81c \uace0\uac1d \uc5ec\uc815\uc744 \ud1b5\ud574 2~3\uac1c\uc758 \ucd5c\uc885 \ud6c4\ubcf4 CRM\uc744 \ud14c\uc2a4\ud2b8\ud558\uc5ec \ud50c\ub7ab\ud3fc\uc774 \ub2e8\uc21c\ud55c \uae30\ub2a5 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\uac00 \uc544\ub2cc \uc2e4\uc81c \uc6cc\ud06c\ud50c\ub85c\uc5d0 \uc801\ud569\ud55c\uc9c0 \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-crm\">CRM \uc18c\uac1c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4 \uc0b0\uc5c5\uc5d0\uc11c \uace0\uac1d \uad00\uacc4 \uad00\ub9ac(CRM) \uc2dc\uc2a4\ud15c\uc740 \ud2b9\ud788 \ud0c1\uc6d4\ud55c \uace0\uac1d \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0 \uc790\ubb38 \ube44\uc988\ub2c8\uc2a4\ub97c \ud6a8\uc728\uc801\uc73c\ub85c \uad00\ub9ac\ud558\ub824\ub294 \uae08\uc735 \uc790\ubb38\uac00\uc5d0\uac8c \ud544\uc218\uc801\uc778 \ub3c4\uad6c\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud575\uc2ec\uc801\uc73c\ub85c CRM \uc2dc\uc2a4\ud15c\uc740 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uace0 \uc815\ub9ac\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5b4 \uae08\uc735 \uc790\ubb38\uac00\uac00 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\uace0, \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uba70, \uc77c\uc0c1 \uc5c5\ubb34\ub97c \uac04\uc18c\ud654\ud558\ub294 \uac83\uc744 \ub354 \uc27d\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud65c\uc6a9\ud568\uc73c\ub85c\uc368 \uae08\uc735 \uc790\ubb38\uac00\ub294 \ubaa8\ub4e0 \uace0\uac1d \uc811\uc810\uc774 \uae30\ub85d\ub418\uace0 \uc811\uadfc \uac00\ub2a5\ud558\ub3c4\ub85d \ud558\uc5ec \uace0\uac1d \uad00\ub9ac\uc5d0 \ub354 \uac1c\uc778\ud654\ub418\uace0 \ub2a5\ub3d9\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc744 \ucde8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud604\ub300 CRM \uc2dc\uc2a4\ud15c\uc740 \ub2e8\uc21c\ud55c \uc5f0\ub77d\ucc98 \uad00\ub9ac\ub97c \ub118\uc5b4\uc12d\ub2c8\ub2e4. \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ucd94\uc801, \ub8e8\ud2f4 \uc791\uc5c5 \uc790\ub3d9\ud654, \uc790\ubb38\uac00\uac00 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub418\ub294 \ud1b5\ucc30\ub825 \uc0dd\uc131\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ud50c\ub7ab\ud3fc\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c \uc798 \uad6c\ud604\ub41c CRM\uc740 \uae08\uc735 \uc790\ubb38\uac00\uac00 \ub354 \uac15\ub825\ud55c \uace0\uac1d \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uace0, \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud558\uba70, \uacbd\uc7c1\uc774 \uce58\uc5f4\ud55c \uae08\uc735 \uc11c\ube44\uc2a4 \ud658\uacbd\uc5d0\uc11c \uc131\uc7a5\uc744 \ucd94\uc9c4\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-using-a-crm-for-financial-advisors\">\uc7ac\ubb34 \uc124\uacc4\uc0ac\ub97c \uc704\ud55c CRM \uc0ac\uc6a9\uc758 \uc774\uc810<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc790\ubb38\uac00\ub97c \uc704\ud55c CRM\uc744 \uad6c\ud604\ud558\ub294 \uac83\uc740 \uace0\uac1d \ub9cc\uc871\ub3c4\uc640 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc218\ub9ce\uc740 \uc2e4\uc9c8\uc801\uc778 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc740 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud568\uc73c\ub85c\uc368 \uc790\ubb38\uac00\uac00 \uac01 \uace0\uac1d\uc758 \uc7ac\uc815 \ubaa9\ud45c, \uc120\ud638\ub3c4 \ubc0f \uc774\ub825\uc744 \uc644\ubcbd\ud558\uac8c \ud30c\uc545\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc5ec \uac1c\uc778\ud654\ub41c \uc7ac\uc815 \uc0c1\ub2f4\uc744 \uc81c\uacf5\ud558\ub294 \uac83\uc744 \uc6a9\uc774\ud558\uac8c \ud569\ub2c8\ub2e4. \ud68c\uc758, \uc804\ud654 \ub610\ub294 \uc774\uba54\uc77c\uc744 \ud1b5\ud55c \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\ub294 \uae30\ub2a5\uc740 \uc138\ubd80 \uc0ac\ud56d\uc744 \ub193\uce58\uc9c0 \uc54a\ub3c4\ub85d \ud558\uace0 \ucc38\uc5ec\ud558\uac70\ub098 \uac00\uce58\ub97c \uc81c\uacf5\ud560 \ubaa8\ub4e0 \uae30\ud68c\ub97c \ud3ec\ucc29\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uae08\uc735 \uc790\ubb38\uac00\ub97c \uc704\ud55c CRM\uc740 \ub610\ud55c \uc801\uc2dc\uc5d0 \ud6c4\uc18d \uc5f0\ub77d\uc744 \ubcf4\ub0b4\uac70\ub098 \uc815\uae30\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0\ub97c \uc608\uc57d\ud558\ub294 \uac83\uacfc \uac19\uc740 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc790\ub3d9\ud654\ub97c \uac04\uc18c\ud654\ud558\uc5ec \uc790\ubb38\uac00\uac00 \uc7ac\uc815 \uc0c1\ub2f4 \uc81c\uacf5\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub294 \uadc0\uc911\ud55c \uc2dc\uac04\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \ub610\ud55c CRM \uc778\uc0ac\uc774\ud2b8\ub294 \uad00\ub828 \uc11c\ube44\uc2a4\uc758 \uc0c1\ud5a5 \ud310\ub9e4 \ub610\ub294 \uad50\ucc28 \ud310\ub9e4 \uae30\ud68c\ub97c \uc2dd\ubcc4\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub418\uc5b4 \uace0\uac1d \uae30\ubc18 \ubc0f \uc790\ubb38 \ube44\uc988\ub2c8\uc2a4\uc758 \uc131\uc7a5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uace0\uac1d \uc815\ubcf4\uac00 \ud558\ub098\uc758 \uc548\uc804\ud55c \uc704\uce58\uc5d0 \uc800\uc7a5\ub418\uc5b4 \uae08\uc735 \uc790\ubb38\uac00\ub294 \uace0\uac1d \uad00\uacc4 \ubc0f \uc0c1\ud638 \uc791\uc6a9\uc744 \uc2e0\uc18d\ud558\uac8c \ubd84\uc11d\ud558\uc5ec \ubcf4\ub2e4 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uc758\uc0ac \uacb0\uc815\uacfc \ub354 \ub192\uc740 \uc218\uc900\uc758 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-makes-a-wealth-management-crm-different-from-a-generic-crm\">\uc790\uc0b0 \uad00\ub9ac CRM\uc774 \uc77c\ubc18 CRM\uacfc \ub2e4\ub978 \uc810<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac CRM\uc740 \uae08\uc735 \uc11c\ube44\uc2a4 \uc0b0\uc5c5\uc744 \uc815\uc758\ud558\ub294 \ubcf5\uc7a1\ud55c \uad00\uacc4, \uaddc\uc81c \uc758\ubb34, \ud22c\uc790 \ud65c\ub3d9\uc744 \uad00\ub9ac\ud558\ub3c4\ub85d \uc124\uacc4\ub41c \uc804\ubb38 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc785\ub2c8\ub2e4. HubSpot\uc774\ub098 \uc77c\ubc18\uc801\uc778 Salesforce \ubc30\ud3ec\uc640 \uac19\uc740 \uc218\ud3c9\uc801 \ub3c4\uad6c\uc640 \ub2ec\ub9ac, \ud2b9\uc218 \ubaa9\uc801\uc73c\ub85c \uad6c\ucd95\ub41c \ud50c\ub7ab\ud3fc\uc740 \uace0\uac1d\uc774 \ub2e8\uc21c\ud55c \uc5f0\ub77d\ucc98\uac00 \uc544\ub2c8\ub77c \uac00\uacc4, \ubc95\uc778, \uc2e0\ud0c1, \uc218\uc775\uc801 \uc18c\uc720\uc790\uc640 \uad00\ub828\ub41c \ub2e4\uba74\uc801 \uad00\uacc4\ub77c\ub294 \uc810\uc744 \uc774\ud574\ud569\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub41c CRM\uc740 \uaddc\uc815 \uc900\uc218 \ucd94\uc801, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uc7ac\ubb34 \uacc4\ud68d \ub3c4\uad6c\uc640\uc758 \uc6d0\ud65c\ud55c \ud1b5\ud569 \ub4f1 \uae08\uc735 \uc804\ubb38\uac00\uc758 \uc694\uad6c\uc5d0 \ub9de\ucd98 \ud2b9\uc218 \uae30\ub2a5\uacfc \ud1b5\ud569\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac CRM\uc740 \uac00\uad6c \uad6c\uc870, \uc5ec\ub7ec \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ubc95\uc778 \ubc0f \uc218\uc775 \uc18c\uc720\uc790\ub97c \ub2e8\uc77c \uace0\uac1d \ubcf4\uae30\uc5d0 \uc5f0\uacb0\ud574\uc57c \ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \uae30\ub85d\uc744 \uc5f4\uba74 \uc8fc \uacc4\uc88c \uc18c\uc720\uc790, \ubc30\uc6b0\uc790, \uc790\ub140, \uac00\uc871 \uc2e0\ud0c1, \uc9c0\uc8fc \ud68c\uc0ac, \uc5ec\ub7ec \uad00\ub9ac\uc778\uc758 \uc5f0\uacb0\ub41c \ubaa8\ub4e0 \uacc4\uc88c \ub4f1 \uc804\uccb4 \uc0c1\ud669\uc744 \uc989\uc2dc \ud655\uc778\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc790\ubb38\uc744 \uc81c\uacf5\ud558\ub294 \uc7ac\ubb34 \uc790\ubb38\uac00\ub97c \uc704\ud574 \ud2b9\uc815 \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\ub97c \uc989\uc2dc \ucc98\ub9ac\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uce74\ud14c\uace0\ub9ac<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc608\uc81c<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \ud504\ub85c\ud544<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud3c9\uac00 \ub0a0\uc9dc\uac00 \ud45c\uc2dc\ub41c \ubcf4\uc218\uc801, \ubcf4\ud1b5, \uacf5\uaca9\uc801 \ud3c9\uac00 \ub4f1\uae09<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc801\ud569\uc131 \uc124\ubb38\uc9c0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218\ub97c \uc704\ud574 \uc751\ub2f5 \uc800\uc7a5 \ubc0f \ubc84\uc804 \uad00\ub9ac<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud22c\uc790 \uc704\uc784<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc7ac\ub7c9, \uc790\ubb38, \uc2e4\ud589 \uc804\uc6a9 \ud50c\ub798\uadf8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc138\uae08 \uc0c1\ud0dc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubbf8\uad6d\uc778 \uc2e0\ubd84, \ub0a9\uc138\uc790 \uac70\uc8fc\uc9c0 \uc2e0\uace0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>PEP \ubc0f \uc81c\uc7ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c \ud50c\ub798\uadf8, \uc2ec\uc0ac \uacb0\uacfc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>ESG \uae30\ubcf8 \uc124\uc815<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc9c0\uc18d \uac00\ub2a5\ud55c \ud22c\uc790 \uc694\uac74 \ubc0f \uc81c\uc678 \uc0ac\ud56d<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\ubb38 CRM\uc740 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ubc0f \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc0ac\uc758 \uc77c\ubc18\uc801\uc778 \ub77c\uc774\ud504\uc0ac\uc774\ud074 \ub2e8\uacc4\ub97c \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4. \uc989, \uc7a0\uc7ac \uace0\uac1d \uc2dd\ubcc4\ubd80\ud130 \uace0\uac1d \uc628\ubcf4\ub529 \ubc0f \uacc4\uc88c \uac1c\uc124, \uc9c0\uc18d\uc801\uc778 \uc790\ubb38 \ub610\ub294 \uc784\uc758 \uc704\uc784 \uad00\ub9ac, \uadf8\ub9ac\uace0 \ucd5c\uc885\uc801\uc73c\ub85c \uace0\uac1d \uc774\ud0c8 \ub610\ub294 \uc774\uad00\uae4c\uc9c0 \uc6d0\ud65c\ud558\uac8c \uc9c4\ud589\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uac01 \ub2e8\uacc4\uc5d0\ub294 \uace0\uc720\ud55c \uc6cc\ud06c\ud50c\ub85c, \ubb38\uc11c\ud654 \uc694\uad6c \uc0ac\ud56d, \uaddc\uc815 \uc900\uc218 \uccb4\ud06c\ud3ec\uc778\ud2b8\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uc120\ub3c4\uc801\uc778 \ud50c\ub7ab\ud3fc\uc740 CRM\uc744 \uacb0\ud569\ud569\ub2c8\ub2e4, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%94%94%ec%a7%80%ed%84%b8-%ec%98%a8%eb%b3%b4%eb%94%a9\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5850\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30, \uace0\uac1d \ud3ec\ud138\uc744 \ud558\ub098\uc758 \ud658\uacbd\uc5d0\uc11c \uc774\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uac00 \ud1b5\ud569\uc774 \ucde8\uc57d\ud55c \uc5ec\ub7ec \uac1c\uc758 \uc791\uc740 \ub3c4\uad6c\ub97c \uc5f0\uacb0\ud574\uc57c \ud558\ub294 \ub300\uc2e0, \ub3d9\uc77c\ud55c \uace0\uac1d \ub370\uc774\ud130 \uae30\ubc18\uc5d0\uc11c \ubaa8\ub4e0 \uac83\uc774 \uc791\ub3d9\ud569\ub2c8\ub2e4. \uc774\ub294 \uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c \ucd5c\uace0\uc758 CRM \uc194\ub8e8\uc158 \uc911 \ud558\ub098\ub85c, \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \uc9c0\uc6d0\ud558\ub294 \ud3ec\uad04\uc801\uc778 \uae30\ub2a5\uacfc \ud655\uc7a5\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-define-your-firm-s-goals-before-comparing-crm-features\">CRM \uae30\ub2a5\uc744 \ube44\uad50\ud558\uae30 \uc804\uc5d0 \ud68c\uc0ac\uc758 \ubaa9\ud45c \uc815\uc758\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e8\uc77c \uacf5\uae09\uc5c5\uccb4 \ub370\ubaa8\ub97c \uc5f4\uae30 \uc804\uc5d0 \uc0c8\ub85c\uc6b4 CRM \uc194\ub8e8\uc158\uc73c\ub85c \ub2ec\uc131\ud574\uc57c \ud558\ub294 \uce21\uc815 \uac00\ub2a5\ud55c \ubaa9\ud45c\ub97c \uc801\uc5b4 \ubcf4\uc138\uc694. \uc774\ub7ec\ud55c \ubaa9\ud45c\ub294 \uad6c\uccb4\uc801\uc774\uace0 \uc2dc\uac04 \uc81c\ud55c\uc774 \uc788\uc5b4\uc57c \ud558\uba70 \ud5a5\ud6c4 12\uac1c\uc6d4\uc5d0\uc11c 24\uac1c\uc6d4 \ub3d9\uc548\uc758 \uc2e4\uc81c \ube44\uc988\ub2c8\uc2a4 \uc131\uacfc\uc640 \uc5f0\uacb0\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc131\uc7a5 \ubaa9\ud45c<\/strong> 2026\ub144 \ub9d0\uae4c\uc9c0 \uad00\ub9ac \uc790\uc0b0\uc744 20% \ub298\ub9ac\uac70\ub098 \uc5b4\ub4dc\ubc14\uc774\uc800\ub2f9 \ud65c\uc131 \uace0\uac1d \uad00\uacc4 \uc218\ub97c \ub450 \ubc30\ub85c \ub298\ub9ac\ub294 \ub4f1\uc758 \ubaa9\ud45c\ub97c \uace0\ub824\ud558\uc138\uc694. \ud655\uc7a5 \uac00\ub2a5\ud55c CRM\uc740 \ud30c\uc774\ud504\ub77c\uc778 \ubd84\uc11d \ubc0f \uad00\uacc4 \uc810\uc218\ub97c \ud1b5\ud574 \uc131\uc7a5 \uae30\ud68c\ub97c \ud30c\uc545\ud558\uace0 \uc774\ub7ec\ud55c \ubaa9\ud45c\uc5d0 \ub300\ud55c \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc6b4\uc601 \ud6a8\uc728\uc131 \ubaa9\ud45c<\/strong> \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \uc601\uc5c5\uc77c \uae30\uc900 10\uc77c\uc5d0\uc11c 3\uc77c\ub85c \ub2e8\ucd95\ud558\uac70\ub098 KYC \ud30c\uc77c\uc5d0\uc11c \uc218\ub3d9 \ub370\uc774\ud130 \uc785\ub825\uc744 50% \uc904\uc774\ub294 \ub4f1\uc758 \uad6c\uccb4\uc801\uc778 \uac1c\uc120 \uc0ac\ud56d\uc744 \uc815\uc758\ud558\uc138\uc694. \uc774\ub7ec\ud55c \uc9c0\ud45c\ub97c \ud1b5\ud574 \uc7ac\ubb34 \uc124\uacc4\uc0ac CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc2e4\uc81c\ub85c \uc2dc\uac04\uc744 \uc808\uc57d\ud574 \uc8fc\ub294\uc9c0 \uc544\ub2c8\uba74 \uad00\ub9ac\ud574\uc57c \ud560 \uc2dc\uc2a4\ud15c\uc774 \ud558\ub098 \ub354 \ucd94\uac00\ub418\ub294\uc9c0\ub97c \uc54c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \uacbd\ud5d8 \ubaa9\ud45c<\/strong> \ud604\ub300\uc758 \uace0\uac1d\uc740 \ub514\uc9c0\ud138 \ucc38\uc5ec\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \ud2b9\uc815 \ubd84\uae30\uae4c\uc9c0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0, \ubcf4\uc548 \uba54\uc2dc\uc9d5, \ubb38\uc11c \uc804\ub2ec \uae30\ub2a5\uc744 \uac16\ucd98 \uc548\uc804\ud55c \uace0\uac1d \ud3ec\ud138\uc744 \uc81c\uacf5\ud558\ub294 \ub4f1\uc758 \ubaa9\ud45c\ub97c \uc124\uc815\ud558\uc138\uc694. \uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc744 \uac04\ud5d0\uc801\uc778 \uc804\ud654 \ud1b5\ud654\uc5d0\uc11c \uc9c0\uc18d\uc801\uc778 \ub514\uc9c0\ud138 \uad00\uacc4\ub85c \uc804\ud658\ud569\ub2c8\ub2e4. \ub610\ud55c CRM\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uac01 \uace0\uac1d\uc758 \uc7ac\ubb34 \ubaa9\ud45c\ub97c \ucd94\uc801\ud558\uace0 \uad00\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud558\uc5ec \uac1c\ubcc4 \uace0\uac1d\uc758 \ubaa9\ud45c\uc5d0 \ub530\ub77c \ub9de\ucda4\ud615 \uc804\ub7b5\uacfc \ubcf4\ub2e4 \uac1c\uc778\ud654\ub41c \uc7ac\ubb34 \uc870\uc5b8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uaddc\uc815 \uc900\uc218 \ubc0f \uc704\ud5d8 \uad00\ub9ac \ubaa9\ud45c<\/strong> \ub0b4\ubd80 \uac10\uc0ac \ubc0f \uaddc\uc81c \uae30\uad00\uc744 \ub9cc\uc871\uc2dc\ud0a4\uae30 \uc704\ud574 \ubaa8\ub4e0 \uad8c\uc7a5 \uc0ac\ud56d\uacfc \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \ub300\ud55c \uc644\uc804\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \ub2ec\uc131\ud558\uae30 \uc704\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \uc218\ub9bd\ud558\uc138\uc694. CRM \ud50c\ub7ab\ud3fc\uc740 \uaddc\uc815 \uc900\uc218 \ubb38\uc11c\ud654\ub97c \uc0ac\ud6c4 \uc791\uc5c5\uc774 \uc544\ub2cc \uc790\ub3d9\uc73c\ub85c \ucc98\ub9ac\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ubaa9\ud45c\ub294 \ud3c9\uac00 \ud504\ub85c\uc138\uc2a4 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc0ac\uc6a9\ud560 CRM \uc120\ud0dd \uae30\uc900\uacfc \uae30\ub2a5 \uc6b0\uc120\uc21c\uc704 \ubaa9\ub85d\uc744 \ud615\uc131\ud574\uc57c \ud569\ub2c8\ub2e4. \uba85\ud655\ud55c \ubaa9\ud45c\uac00 \uc5c6\uc73c\uba74 \uc2e4\uc81c \uc801\ud569\uc131\ubcf4\ub2e4\ub294 \uc778\uc0c1\uc801\uc778 \ub370\ubaa8\uc5d0 \uae30\ubc18\ud558\uc5ec \ud50c\ub7ab\ud3fc\uc744 \uc120\ud0dd\ud560 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-data-privacy-regulator-expectations-and-data-residency\">\ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc, \uaddc\uc81c \uae30\uad00\uc758 \uae30\ub300\uce58 \ubc0f \ub370\uc774\ud130 \ub808\uc9c0\ub358\uc2dc<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc8fc\uad8c\uc740 \ub2e4\ub978 \ub9ce\uc740 \uc0b0\uc5c5\ubcf4\ub2e4 \uc790\uc0b0 \uad00\ub9ac \ubd84\uc57c\uc5d0\uc11c \ub354 \uc911\uc694\ud569\ub2c8\ub2e4. \uace0\uc561 \uc790\uc0b0\uac00\uc758 \ubbfc\uac10\ud55c \uace0\uac1d \uc815\ubcf4\ub97c \uad00\ub9ac\ud560 \ub54c\ub294 \ud574\ub2f9 \ub370\uc774\ud130\uc758 \ubb3c\ub9ac\uc801 \uc704\uce58\uc640 \ubc95\uc801 \uad00\ud560\uad8c\uc774 \uc804\ub7b5\uc801 \uad00\uc2ec\uc0ac\uac00 \ub429\ub2c8\ub2e4. EU GDPR, \uc2a4\uc704\uc2a4 \uc5f0\ubc29 \ub370\uc774\ud130 \ubcf4\ud638\ubc95(FADP) 2023 \uac1c\uc815\uc548, \uad6d\uac00 \uac04 \uc740\ud589 \uaddc\uc815\uc740 \ubaa8\ub450 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc800\uc7a5\ud558\ub294 \ubc29\ubc95\uacfc \uc704\uce58\uc5d0 \ub300\ud574 \uc5c4\uaca9\ud55c \uc694\uac74\uc744 \ubd80\uacfc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc720\ub7fd \uc678\ubd80\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc\uc640 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 \uc18c\ubc84\ub9b0 \ud638\uc2a4\ud305\uc5d0\ub294 \uc0c1\ub2f9\ud55c \ucc28\uc774\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ub9ce\uc740 \ud504\ub77c\uc774\ube57 \uc740\ud589\uacfc \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uac00 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\ub97c \uc120\ud638\ud558\ub294 \uc774\uc720\ub294 \uc2a4\uc704\uc2a4 \ubc95\ub960\uc774 GDPR \uc694\uac74\uc744 \ub6f0\uc5b4\ub118\ub294 \uac15\ub825\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc5d0 \uc800\uc7a5\ub41c \ub370\uc774\ud130\ub294 \uc2a4\uc704\uc2a4\uc758 \ubc95\uc801 \ucc44\ub110\uc744 \ud1b5\ud558\uc9c0 \uc54a\uace0\ub294 \uc678\uad6d \ub2f9\uad6d\uc774 \uc561\uc138\uc2a4\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA, FCA, CSSF\uc640 \uac19\uc740 \uaddc\uc81c \uae30\uad00\uc5d0\ub294 \uba85\uc2dc\uc801\uc778 \uc694\uad6c \uc0ac\ud56d\uc774 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc694\uad6c \uc0ac\ud56d<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc758\ubbf8<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uae30\ub85d \ubcf4\uc874<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucd5c\uc18c \uae30\uac04(\ubcf4\ud1b5 10\ub144) \ub3d9\uc548 \ubcf4\uad00\ub418\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \ubb38\uc11c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc561\uc138\uc2a4 \uc81c\uc5b4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c\ud654\ub41c \uc2b9\uc778\uc774 \uc788\ub294 \uc5ed\ud560 \uae30\ubc18 \uad8c\ud55c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc800\uc7a5 \uc2dc \uc554\ud638\ud654<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubaa8\ub4e0 \uc800\uc7a5\ub41c \ub370\uc774\ud130\ub294 \uc2b9\uc778\ub41c \ud45c\uc900\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc554\ud638\ud654\ub429\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc0c1\uc138 \uac10\uc0ac \ub85c\uadf8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud0c0\uc784\uc2a4\ud0ec\ud504\ub85c \ucd94\uc801\ub418\ub294 \ubaa8\ub4e0 \uc561\uc138\uc2a4, \ubcc0\uacbd \ubc0f \ub0b4\ubcf4\ub0b4\uae30<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubd80 \uae00\ub85c\ubc8c CRM \uacf5\uae09\uc5c5\uccb4\ub294 \ubbf8\uad6d \uae30\ubc18 \uc778\ud504\ub77c\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uae30 \ub54c\ubb38\uc5d0 \uc720\ub7fd \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 GDPR \ubc0f \uc2a4\uc704\uc2a4 \uc740\ud589 \uae30\ubc00 \uc720\uc9c0 \uaddc\uc815\uc5d0 \ub530\ub77c \ubcf5\uc7a1\ud55c \ubb38\uc81c\ub97c \uacaa\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 CRM\uacfc \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \uc635\uc158\uc744 \uc81c\uacf5\ud558\uc5ec \uae30\uad00\uc774 \ub370\uc774\ud130 \uad00\ud560\uad8c\uc744 \uc644\uc804\ud788 \uc81c\uc5b4\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucde8\ub9ac\ud788, \uc81c\ub124\ubc14, \ub8e9\uc148\ubd80\ub974\ud06c, \uc2f1\uac00\ud3ec\ub974, \ub450\ubc14\uc774\uc5d0 \uc788\ub294 \uc5ec\ub7ec \uc608\uc57d \uc13c\ud130\ub97c \uc6b4\uc601\ud558\ub294 \uadf8\ub8f9\uc758 \uacbd\uc6b0 \ubc95\uc778 \uac04 \ub370\uc774\ud130 \ubd84\ub9ac\ub294 \ud544\uc218\uc785\ub2c8\ub2e4. CRM\uc740 \ubc95\uc778 \uac04 \ub370\uc774\ud130\uc758 \ub17c\ub9ac\uc801 \ub610\ub294 \ubb3c\ub9ac\uc801 \ubd84\ub9ac\ub97c \uc9c0\uc6d0\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ubc95\uc801\uc73c\ub85c \ud5c8\uc6a9\ub418\ub294 \uacbd\uc6b0 \uc801\uc808\ud55c \uc815\ubcf4 \uacf5\uc720\uac00 \uac00\ub2a5\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc900\ubc95\uac10\uc2dc \ub2f4\ub2f9\uc790\uac00 \ucd5c\uc885 \ud6c4\ubcf4\uc5d0 \uc624\ub978 CRM\uc5d0 \ub300\ud574 \uc2e4\uc0ac \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub97c \uc218\ud589\ud558\ub3c4\ub85d \ud558\uc138\uc694. \uc5ec\uae30\uc5d0\ub294 \ub370\uc774\ud130 \ubcf4\ud638 \uacc4\uc57d \uac80\ud1a0, \uc554\ud638\ud654 \ud45c\uc900 \ud655\uc778, \ucd5c\uadfc 12\uac1c\uc6d4 \uc774\ub0b4\uc758 \uce68\ud22c \ud14c\uc2a4\ud2b8 \ubcf4\uace0\uc11c \uc694\uccad \ub4f1\uc774 \ud3ec\ud568\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-functional-capabilities-every-wealth-management-crm-should-cover\">\ubaa8\ub4e0 \uc790\uc0b0 \uad00\ub9ac CRM\uc774 \uc9c0\uc6d0\ud574\uc57c \ud558\ub294 \ud575\uc2ec \uae30\ub2a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc124\uacc4\uc0ac\ub97c \uc704\ud55c \ucd5c\uace0\uc758 CRM\uc740 \uae30\ubcf8\uc801\uc778 \uc5f0\ub77d\ucc98 \uad00\ub9ac \uc678\uc5d0\ub3c4 \uc7a0\uc7ac \uace0\uac1d \ubc1c\uad74\ubd80\ud130 \ubcf4\uace0 \ubc0f \uc815\uae30 \uac80\ud1a0\uc5d0 \uc774\ub974\ub294 \uc804\uccb4 \uc790\uc0b0 \uad00\ub9ac \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4. \uac01 \uae30\ub2a5\uc740 \uaddc\uc81c\ub41c \uc790\uc0b0 \uad00\ub9ac \ud658\uacbd\uc5d0\uc11c \ud2b9\uc815 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \ubc0f \uac00\uad6c \ub370\uc774\ud130 \uad00\ub9ac<\/strong> \ud50c\ub7ab\ud3fc\uc740 \uae30\uc5c5 \uad6c\uc870, \uc2e0\ud0c1, \uc7ac\ub2e8, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4 \ubdf0 \ub4f1 \ub2e4\ub2e8\uacc4 \uad00\uacc4\ub97c \ucc98\ub9ac\ud574\uc57c \ud569\ub2c8\ub2e4. \ub3c5\ub9bd\uc801\uc778 \uc7ac\ubb34 \uc790\ubb38\uac00\ub294 \uac1c\uc778\uacfc \ubc95\uc778\uc758 \uc5f0\uacb0 \ubc29\uc2dd\uacfc \ubc95\uc778\uacfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \uc5f0\uacb0 \ubc29\uc2dd\uc744 \ubaa8\ub450 \ub2e8\uc77c \ud654\uba74\uc5d0\uc11c \ud655\uc778\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc0c1\ud638 \uc791\uc6a9 \ucd94\uc801<\/strong> \uc774\uba54\uc77c, \uc74c\uc131, \ub300\uba74 \ud68c\uc758, \ubcf4\uc548 \ud3ec\ud138 \uba54\uc2dc\uc9c0 \ub4f1 \ubaa8\ub4e0 \uc811\uc810\uc744 \ucea1\ucc98\ud574\uc57c \ud569\ub2c8\ub2e4. \uac00\ub2a5\ud55c \uacbd\uc6b0 \uc790\ub3d9 \ub85c\uae45\uc744 \ud1b5\ud574 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\uc5ec \uad00\uacc4 \uad00\ub9ac\uc640 \uaddc\uc815 \uc900\uc218 \uc694\uad6c \uc0ac\ud56d\uc744 \ubaa8\ub450 \ucda9\uc871\ud558\ub294 \uc644\ubcbd\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc744 \uad6c\ucd95\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc791\uc5c5 \ubc0f \ud65c\ub3d9 \uad00\ub9ac<\/strong> CRM\uc758 \ud575\uc2ec \uae30\ub2a5\uc740 \uc5c5\ubb34\ub97c \ud6a8\uacfc\uc801\uc73c\ub85c \uad00\ub9ac\ud558\uc5ec \uad00\uacc4 \uad00\ub9ac\uc790, \ube44\uc11c, \uc900\ubc95\uac10\uc2dc\uc778\uc774 \uc27d\uac8c \ud611\uc5c5\ud558\uace0 \uacf5\uc720\ub41c \ucc45\uc784\uc744 \ucd94\uc801\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\ub294 \uae30\ub2a5\uc785\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc740 \uce98\ub9b0\ub354, \uac80\ud1a0 \uc54c\ub9bc, \ub9cc\ub8cc\ub418\ub294 \ubb38\uc11c\uc5d0 \ub300\ud55c \uc54c\ub9bc, \ud560\ub2f9 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc81c\uacf5\ud558\uc5ec \uc5b4\ub5a4 \uac83\ub3c4 \ub193\uce58\uc9c0 \uc54a\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654<\/strong> \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub294 \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc744 \uc77c\uad00\ub41c \ud504\ub85c\uc138\uc2a4\ub85c \uc804\ud658\ud569\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \uc7a0\uc7ac \uace0\uac1d \uc721\uc131 \uc21c\uc11c, \uc628\ubcf4\ub529 \uccb4\ud06c\ub9ac\uc2a4\ud2b8, \uc5f0\uac04 KYC \uac31\uc2e0 \ud2b8\ub9ac\uac70, \uc801\ud569\uc131 \uac80\ud1a0 \uc54c\ub9bc, \uc815\uae30\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0 \uc77c\uc815\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uace0\uae09 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uad00\ub9ac \uc624\ubc84\ud5e4\ub4dc \ub300\uc2e0 \uace0\uac1d \ucc38\uc5ec\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubd84\uc11d \ubc0f \ubcf4\uace0 \ub3c4\uad6c<\/strong> \ub300\uc2dc\ubcf4\ub4dc\ub294 \uacbd\uc601\uc9c4, \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc5d0 \ub9de\uac8c \uc870\uc815\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ud30c\uc774\ud504\ub77c\uc778 \uc9c4\ud589 \uc0c1\ud669, \uad00\ub9ac \uc911\uc778 \uc790\uc0b0 \ub3d9\ud5a5, \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ubcc4 \uc218\uc775, \uc5b4\ub4dc\ubc14\uc774\uc800 \uc0dd\uc0b0\uc131\uc744 \ubaa8\ub2c8\ud130\ub9c1\ud558\uc138\uc694. \uc0ac\uc6a9\uc790 \uc9c0\uc815 \ubcf4\uace0\uc11c\ub97c \ud1b5\ud574 \ud2b9\uc815 \ube44\uc988\ub2c8\uc2a4\uc5d0 \uc911\uc694\ud55c \uc0ac\ud56d\uc744 \uce21\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-kyc-and-compliance-workflows\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC \ubc0f \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144\ubd80\ud130 \ub300\ubd80\ubd84\uc758 \uc2e0\uaddc \uc790\uc0b0 \uad00\ub9ac \uace0\uac1d\uc740 \uc6d0\uaca9 \ud074\ub77c\uc774\uc5b8\ud2b8 \uc628\ubcf4\ub529, \ubcf4\uc548 \ubb38\uc11c \uc5c5\ub85c\ub4dc, \uc804\uc790 \uc11c\uba85\uc774 \uae30\ubcf8\uc73c\ub85c \uc81c\uacf5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uac00\uc7a5 \uc804\ud1b5\uc801\uc778 \uae30\uad00\uc744 \uc81c\uc678\ud55c \ubaa8\ub4e0 \uae30\uad00\uc5d0\uc11c \uc591\uc2dd\uc744 \uc778\uc1c4\ud558\uace0 \ubb38\uc11c\ub97c \uc6b0\ud3b8\uc73c\ub85c \ubcf4\ub0b4\ub294 \uc2dc\ub300\ub294 \ub05d\ub0ac\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc591\uc2dd<\/strong> \ucd5c\uc2e0 \ud50c\ub7ab\ud3fc\uc740 \uac1c\uc778 \ub370\uc774\ud130, \uac70\uc8fc\uc9c0, \uc7ac\uc0b0\uc758 \uc6d0\ucc9c, \ud22c\uc790\uc790 \ud504\ub85c\ud544, \uc0c1\ud488 \uc9c0\uc2dd\uc744 \uc548\ub0b4\ub41c \ud750\ub984\uc73c\ub85c \ucea1\ucc98\ud569\ub2c8\ub2e4. InvestGlass\ub294 \uae30\uad00\uc5d0 \ub9de\uac8c \ube0c\ub79c\ub4dc\ud654\ub41c \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc591\uc2dd\uc744 \uc9c0\uc6d0\ud558\ubbc0\ub85c \uc77c\ubc18\uc801\uc778 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc778\ud130\ud398\uc774\uc2a4\uac00 \uc544\ub2cc \ud68c\uc0ac\uc758 \uc815\uccb4\uc131\uc744 \ubc18\uc601\ud558\ub294 \uc6d0\ud65c\ud55c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc790\ub3d9\ud654\ub41c KYC \ud655\uc778<\/strong> \uc81c\uc7ac \uc2ec\uc0ac, PEP \ud0d0\uc9c0 \ubc0f \uc720\ud574 \ubbf8\ub514\uc5b4 \ud50c\ub798\uadf8 \uc81c\uacf5\uc5c5\uccb4\uc640\uc758 \ud1b5\ud569\uc73c\ub85c \uc628\ubcf4\ub529 \uc911\uc5d0 \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\uac00 \uc790\ub3d9\uc73c\ub85c \uc791\ub3d9\ud569\ub2c8\ub2e4. \uacb0\uacfc\ub294 CRM \ub808\ucf54\ub4dc\uc5d0 \uc800\uc7a5\ub418\uace0 \ud0c0\uc784\uc2a4\ud0ec\ud504\uac00 \ucc0d\ud788\uba70 \ub098\uc911\uc5d0 \ucc38\uc870\ud560 \uc218 \uc788\ub3c4\ub85d \ud2b9\uc815 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud30c\uc77c\uc5d0 \uc5f0\uacb0\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uaddc\uc815 \uc900\uc218 \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c<\/strong> \uaddc\uc815 \uc900\uc218 \uc2b9\uc778, \ub124 \uac00\uc9c0 \ub208 \uac80\uc0ac, \uad00\uacc4 \uad00\ub9ac\uc790 \ud655\uc778, \ucd5c\uc885 \uacc4\uc815 \uac1c\uc124\uc744 \uc704\ud55c \uc6cc\ud06c\ud50c\ub85c \ub2e8\uacc4\ub294 \ubaa8\ub450 \ud0c0\uc784\uc2a4\ud0ec\ud504\ub97c \ucc0d\uace0 \uac10\uc0ac\ub97c \uc704\ud574 \uae30\ub85d\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \uaddc\uc81c \uae30\uad00\uc774 \uae30\ub300\ud558\ub294 \uac10\uc0ac \ucd94\uc801\uacfc \ub0b4\ubd80 \uaddc\uc815 \uc900\uc218 \ud300\uc5d0 \ud544\uc694\ud55c \uac10\uc0ac \ucd94\uc801\uc774 \uc0dd\uc131\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc815\uae30 \uac80\ud1a0 \ud504\ub85c\uc138\uc2a4<\/strong> \uace0\uc704\ud5d8 \uace0\uac1d\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \ub9e4\ub144 KYC\ub97c \uac31\uc2e0\ud574\uc57c \ud558\uba70, \ud45c\uc900 \uc704\ud5d8 \uace0\uac1d\uc740 2~3\ub144\ub9c8\ub2e4 \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM\uc740 \uc774\ub7ec\ud55c \uac80\ud1a0\ub97c \uc790\ub3d9\uc73c\ub85c \ud2b8\ub9ac\uac70\ud558\uace0, \uc801\uc808\ud55c \ud300\uc6d0\uc5d0\uac8c \uc791\uc5c5\uc744 \ud560\ub2f9\ud558\uace0, \uc644\ub8cc \uc0c1\ud0dc\ub97c \ucd94\uc801\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529, KYC, \uc801\ud569\uc131 \uc124\ubb38\uc9c0, \ubb38\uc11c \uad00\ub9ac\uac00 \ubaa8\ub450 \uae30\ubcf8\uc73c\ub85c \uc81c\uacf5\ub418\ub294 InvestGlass\uc640 \uac19\uc740 CRM\uc744 \uc0ac\uc6a9\ud558\uba74 \uc774\ub7ec\ud55c \uc911\uc694\ud55c \ud504\ub85c\uc138\uc2a4\uac00 \uc5ec\ub7ec \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \ubd84\uc0b0\ub418\uc5b4 \uc788\ub294 \ubcf5\uc7a1\uc131\uacfc \uc704\ud5d8\uc744 \ud53c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-portfolio-management-and-client-portal-integration\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \ud1b5\ud569<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \uace0\uac1d\uacfc \ud1b5\ud654\ud560 \ub54c CRM \ub0b4\uc5d0\uc11c \ubcf4\uc720 \uc790\uc0b0, \uc131\uacfc \ubc0f \uc704\ud5d8 \ub178\ucd9c\uc5d0 \ub300\ud55c \uc989\uac01\uc801\uc778 \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud574\uc57c \ud569\ub2c8\ub2e4. \uace0\uac1d\uacfc \ud1b5\ud654\ud558\ub294 \ub3d9\uc548 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c \uac04\uc5d0 \ucee8\ud14d\uc2a4\ud2b8\ub97c \uc804\ud658\ud558\uba74 \uc2dc\uac04\uc774 \ub0ad\ube44\ub418\uace0 \uc624\ub958\uac00 \ubc1c\uc0dd\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc544\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c \ub610\ub294 \ud575\uc2ec \ubc45\ud0b9 \ud50c\ub7ab\ud3fc\uacfc\uc758 \ud1b5\ud569\uc744 \ud1b5\ud574 CRM\uc740 \uacc4\uc88c \uc794\uc561, \uac70\ub798, \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uac1c\uc124 \uc774\ud6c4 \uc131\uacfc\ub97c \ud45c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \uae30\ub85d\uc744 \uc5f4\uba74 \uad00\uacc4 \ub370\uc774\ud130\uc640 \ud568\uaed8 \uc7ac\ubb34 \uacc4\ud68d \ub3c4\uad6c\ub97c \ubcfc \uc218 \uc788\uc73c\ubbc0\ub85c \uace0\uac1d\uc758 \uc7ac\ubb34 \ubaa9\ud45c\uc5d0 \ub300\ud574 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \ub300\ud654\ub97c \ub098\ub20c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ubb34 \uacc4\ud68d \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \ud1b5\ud569\ub418\ub294 CRM \uc2dc\uc2a4\ud15c\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc640 \ub370\uc774\ud130 \uad00\ub9ac\ub97c \ub354\uc6b1 \uac04\uc18c\ud654\ud558\uc5ec \uc885\ud569\uc801\uc778 \uc7ac\ubb34 \uc870\uc5b8\uc744 \ub354 \uc27d\uac8c \uc81c\uacf5\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/strong> \ubcf4\uc548 \uace0\uac1d \ud3ec\ud138\uc744 \ud1b5\ud574 \ud22c\uc790\uc790\ub294 \uc6f9 \ub610\ub294 \uc571\uc744 \ud1b5\ud574 \ub85c\uadf8\uc778\ud558\uc5ec \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud655\uc778\ud558\uace0, \ubb38\uc11c\uc5d0 \uc11c\uba85\ud558\uace0, \ubcf4\uace0\uc11c\uc5d0 \uc561\uc138\uc2a4\ud558\uace0, \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \ubcf4\uc548 \uba54\uc2dc\uc9c0\ub97c \uad50\ud658\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uace0\uac1d \ucc38\uc5ec\uac00 \uc815\uae30\uc801\uc778 \ubbf8\ud305\uc5d0\uc11c \uc9c0\uc18d\uc801\uc778 \ub514\uc9c0\ud138 \uc0c1\ud638 \uc791\uc6a9\uc73c\ub85c \uc804\ud658\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc740 \ub3d9\uc77c\ud55c \uc2dc\uc2a4\ud15c\uc5d0\uc11c CRM\uacfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubdf0\ub97c \ubaa8\ub450 \uc81c\uacf5\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \ubcf5\uc7a1\ud55c \ud0c0\uc0ac \ucee4\ub125\ud130\uc640 \uc77c\uc77c \uc870\uc815 \ub8e8\ud2f4\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc544\ud0a4\ud14d\ucc98\uc758 \ub2e8\uc21c\uc131\uc740 \uc720\uc9c0\ubcf4\uc218 \ubd80\ub2f4\uc744 \uc904\uc5ec\uc8fc\uace0 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ud56d\uc0c1 \ub3d9\uc77c\ud55c \uace0\uac1d \ub370\uc774\ud130\ub85c \uc791\uc5c5\ud560 \uc218 \uc788\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9de\ucda4\ud615 \ucea0\ud398\uc778 \uae30\ud68c<\/strong> CRM \ub370\uc774\ud130\uc640 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \ud568\uaed8 \uc0ac\uc6a9\ud558\uba74 \uc2e4\uc81c \ubcf4\uc720 \uc790\uc0b0\uacfc \uc120\ud638\ub3c4\uc5d0 \ub530\ub77c \uac1c\uc778\ud654\ub41c \ucea0\ud398\uc778\uc744 \uc9c4\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uae08 \ube44\uc911\uc774 \ub192\uc740 \uace0\uac1d\uc744 \ucc44\uad8c \uc81c\uc548\uc5d0 \ucd08\ub300\ud558\uc138\uc694. \uc9c0\uc18d \uac00\ub2a5\ud55c \uc77c\uc784 \uae30\ud68c\ub85c ESG \uc9c0\ud5a5 \ud22c\uc790\uc790\ub97c \ud0c0\uac9f\ud305\ud558\uc138\uc694. \uad00\uacc4 \uc778\ud154\ub9ac\uc804\uc2a4\uc640 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc778\ud154\ub9ac\uc804\uc2a4\uc758 \uacb0\ud569\uc740 \uc0ac\uc77c\ub85c\ud654\ub41c \uc2dc\uc2a4\ud15c\uc73c\ub85c\ub294 \uc81c\uacf5\ud560 \uc218 \uc5c6\ub294 \uae30\ud68c\ub97c \ucc3d\ucd9c\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=\"379\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-3.png\" alt=\"\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM \uc120\ud0dd \ubc29\ubc95\" class=\"wp-image-48975\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-3.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-3-300x190.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-3-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><figcaption class=\"wp-element-caption\">\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM \uc120\ud0dd \ubc29\ubc95<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ai-and-automation-for-modern-wealth-management-teams\">\ud604\ub300 \uc790\uc0b0 \uad00\ub9ac \ud300\uc744 \uc704\ud55c AI\uc640 \uc790\ub3d9\ud654<\/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=\"5849\">\uc778\uacf5 \uc9c0\ub2a5<\/a> \uc740 \ud2b9\ud788 2025\ub144 \uc774\ud6c4\uc5d0\ub294 \uc720\ud589\uc5b4\uc5d0\uc11c \uc77c\uc0c1\uc801\uc778 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \ub3c4\uad6c\ub85c \uc790\ub9ac \uc7a1\uc744 \uac83\uc785\ub2c8\ub2e4. \uac00\uc7a5 \ud6a8\uacfc\uc801\uc778 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \uc778\uac04\uc758 \ud310\ub2e8\uc744 \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ubcf4\uac15\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AI \uc9c0\uc6d0 \uace0\uac1d \uc138\ubd84\ud654<\/strong> \uba38\uc2e0\ub7ec\ub2dd \ubaa8\ub378\uc740 \ud589\ub3d9 \ud328\ud134, \ubcf4\uc720 \uc790\uc0b0 \uad6c\uc131, \uc0c1\ud638 \uc791\uc6a9 \ube48\ub3c4\ub97c \uae30\ubc18\uc73c\ub85c \uc774\ud0c8 \uc704\ud5d8\uc774 \uc788\uac70\ub098 \uad50\ucc28 \ud310\ub9e4 \uae30\ud68c\uac00 \uc788\ub294 \uace0\uac1d\uc744 \uc2dd\ubcc4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uac00\uc7a5 \uc601\ud5a5\ub825\uc774 \ud070 \ud65c\ub3d9\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \uc9c0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc790\ub3d9\ud654\ub41c \uc774\uba54\uc77c \ubc0f \uba54\uc2dc\uc9c0 \uc81c\uc548<\/strong> \ud558\uc6b0\uc2a4 \uaddc\uce59 \ubc0f \uaddc\uc815 \uc900\uc218 \uc694\uac74\uc5d0 \ub300\ud574 \ud655\uc778\ub41c \ud15c\ud50c\ub9bf\uc740 \uc2dc\uac04\uc744 \uc808\uc57d\ud558\uace0 \uc704\ud5d8\uc744 \uc904\uc785\ub2c8\ub2e4. InvestGlass AI \uc2a4\ud29c\ub514\uc624\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uac80\ud1a0\ud558\uace0 \uac1c\uc778\ud654\ud560 \uc218 \uc788\ub294 \uaddc\uc815 \uc900\uc218 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc81c\uc548\uc744 \uc0dd\uc131\ud558\ub294 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub2e4\uc74c \ucd5c\uc0c1\uc758 \uc870\uce58 \uad8c\uc7a5 \uc0ac\ud56d<\/strong> \uc774 \uc2dc\uc2a4\ud15c\uc740 \uae09\uaca9\ud55c \uc2dc\uc7a5 \ubcc0\ub3d9 \ud6c4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0 \ud68c\uc758\ub97c \uc81c\uc548\ud558\uac70\ub098, \uc5f0\ub9d0 \uc804\uc5d0 \uace0\uac1d\uc5d0\uac8c \ub9cc\ub8cc\ub418\ub294 \uc138\uae08 \uacf5\uc81c\ub97c \uc0c1\uae30\uc2dc\ud0a4\uac70\ub098, \ucd5c\uadfc \uc0dd\ud65c \uc774\ubca4\ud2b8\uc5d0 \ub530\ub77c \uc801\uc808\ud55c \uc0c1\ud488\uc744 \uc81c\uc548\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\ucc9c\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc801\uc2dc\uc5d0 \uc801\uc808\ud55c \uc9c0\uce68\uc744 \uc81c\uacf5\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9ac\uc2a4\ud06c \ubc0f \uaddc\uc815 \uc900\uc218 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/strong> AI\ub294 \ube44\uc815\uc0c1\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud328\ud134, KYC \ud30c\uc77c\uc758 \uc77c\uad00\uc131 \uc5c6\ub294 \uc815\ubcf4 \ub610\ub294 \uc7a0\uc7ac\uc801\uc778 \uc801\ud569\uc131 \ubb38\uc81c\ub97c \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790\uc758 \uac80\ud1a0\ub97c \uc704\ud574 \ud45c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc218\ub3d9 \uc791\uc5c5\ub7c9\uc744 \ucd94\uac00\ud558\uc9c0 \uc54a\uace0\ub3c4 \ucd94\uac00\uc801\uc778 \uac10\ub3c5 \uacc4\uce35\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ud658\uacbd\uc5d0\uc11c AI\ub294 \ud22c\uba85\ud558\uace0 \uc124\uba85\uc774 \uac00\ub2a5\ud574\uc57c \ud558\uba70 \ud56d\uc0c1 \uc0ac\ub78c\uc758 \uc2b9\uc778\uc744 \ubc1b\uc544\uc57c \ud569\ub2c8\ub2e4. \ubaa9\ud45c\ub294 \uace0\uac1d\uc774 \uc911\uc694\ud558\uac8c \uc5ec\uae30\uace0 \uaddc\uc81c \ub2f9\uad6d\uc774 \uc694\uad6c\ud558\ub294 \uc778\uac04\uc758 \ud310\ub2e8\ub825\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-evaluating-usability-and-adoption-across-your-front-office\">\ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \uc804\ubc18\uc758 \uc0ac\uc6a9\uc131 \ubc0f \ucc44\ud0dd\ub3c4 \ud3c9\uac00\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\ubb34\ub9ac \uae30\ub2a5\uc774 \ud48d\ubd80\ud55c CRM\uc774\ub77c\ub3c4 \uad00\uacc4 \uad00\ub9ac\uc790\uc640 \uc5b4\uc2dc\uc2a4\ud134\ud2b8\uac00 \uc2e4\uc81c\ub85c \ub9e4\uc77c \uc0ac\uc6a9\ud558\uc9c0 \uc54a\ub294\ub2e4\uba74 \uc2e4\ud328\ud569\ub2c8\ub2e4. \uc0ac\uc6a9\uc790 \ucc44\ud0dd\uc740 \uad81\uadf9\uc801\uc73c\ub85c CRM \ud22c\uc790\uc758 \uc218\uc775 \ucc3d\ucd9c \uc5ec\ubd80\ub97c \uacb0\uc815\uc9d3\ub294 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc0ac\uc6a9\uc790 \uc778\ud130\ud398\uc774\uc2a4\uc758 \ub2e8\uc21c\uc131<\/strong> \ucd5c\uc18c\ud55c\uc758 \ud074\ub9ad\uc73c\ub85c \uc77c\ubc18\uc801\uc778 \uc791\uc5c5\uc744 \uc644\ub8cc\ud558\uace0 \uac01 \uc5ed\ud560\uc5d0 \ub9de\ub294 \ub300\uc2dc\ubcf4\ub4dc\ub97c \uae54\ub054\ud558\uac8c \uc815\ub9ac\ud558\uc138\uc694. \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \ubbf8\ud305\uc744 \uae30\ub85d\ud558\uac70\ub098 \uc5f0\ub77d\ucc98 \uae30\ub85d\uc744 \uc5c5\ub370\uc774\ud2b8\ud558\ub294 \ub370 \ub9ce\uc740 \uad50\uc721\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc544\uc57c \ud569\ub2c8\ub2e4. \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4\ub97c \ud1b5\ud574 \uc62c\ubc14\ub978 \uc870\uce58\ub97c \uc27d\uac8c \ucde8\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubaa8\ubc14\uc77c \uc811\uadfc\uc131<\/strong> \ucde8\ub9ac\ud788, \uc81c\ub124\ubc14, \ub7f0\ub358 \ub610\ub294 \ub450\ubc14\uc774\ub97c \uc624\uac00\ub294 \uc0c1\ub2f4\uc0ac\uc5d0\uac8c\ub294 \ubaa8\ubc14\uc77c \uae30\uae30\uc5d0\uc11c \uc644\uc804\ud55c CRM \uae30\ub2a5\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ud50c\ub7ab\ud3fc\uc774 \ubc18\uc751\ud615 \uc6f9 \ub514\uc790\uc778\uc744 \uc81c\uacf5\ud558\ub294\uc9c0, \ucd95\uc18c\ub41c \ubc84\uc804\uc774 \uc544\ub2cc \uc9c4\uc815\ud55c \ubaa8\ubc14\uc77c \uc811\uadfc\uc131\uc744 \uc81c\uacf5\ud558\ub294 \uc804\uc6a9 iOS \ubc0f Android \uc571\uc744 \uc81c\uacf5\ud558\ub294\uc9c0 \ud3c9\uac00\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub2e4\uad6d\uc5b4 \uc9c0\uc6d0<\/strong> \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \uae30\uad00\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \ucd5c\uc18c\ud55c \uc601\uc5b4, \ud504\ub791\uc2a4\uc5b4, \ub3c5\uc77c\uc5b4, \uc774\ud0c8\ub9ac\uc544\uc5b4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \ub77c\ubca8, \ud15c\ud50c\ub9bf \ubc0f \ud074\ub77c\uc774\uc5b8\ud2b8 \ub300\uba74 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc740 \uac1c\ubc1c\uc790\uc758 \uac1c\uc785 \uc5c6\uc774\ub3c4 \uc5ec\ub7ec \uc5b8\uc5b4\uc5d0 \uac78\uccd0 \uc27d\uac8c \uc0ac\uc6a9\uc790 \uc9c0\uc815\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc628\ubcf4\ub529 \ubc0f \uad50\uc721 \ud504\ub85c\uadf8\ub7a8<\/strong> \uc2e0\uaddc \uc0ac\uc6a9\uc790\uc758 \ud559\uc2b5 \uace1\uc120\uc5d0 \ub530\ub77c \ud22c\uc790 \uac00\uce58\ub97c \uc5bc\ub9c8\ub098 \ube68\ub9ac \ud655\uc778\ud560 \uc218 \uc788\ub294\uc9c0\uac00 \uacb0\uc815\ub429\ub2c8\ub2e4. \uc804\uccb4 \ubc30\ud3ec \uc804\uc5d0 4~6\uc8fc \ub3d9\uc548 \ud30c\uc77c\ub7ff \uadf8\ub8f9\uc744 \uc6b4\uc601\ud558\uc5ec \ud53c\ub4dc\ubc31\uc744 \uc218\uc9d1\ud558\uace0 \uad6c\uc131\uc744 \uac1c\uc120\ud55c \ud6c4 \ub354 \uad11\ubc94\uc704\ud558\uac8c \ubc30\ud3ec\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ucc44\ud0dd \uc9c0\ud45c<\/strong> \ucd9c\uc2dc \ud6c4\uc5d0\ub294 \uc0ac\uc6a9\uc790\ubcc4 \ub85c\uadf8\uc778, \uc0dd\uc131\ub41c \ud65c\ub3d9, \ub370\uc774\ud130 \uc644\uc131\ub3c4\ub97c \ucd94\uc801\ud558\uc138\uc694. \uc774\ub7ec\ud55c \uba54\ud2b8\ub9ad\uc744 \ud1b5\ud574 \ucd94\uac00 \uc9c0\uc6d0\uc774 \ud544\uc694\ud55c \ubd80\ubd84\uc744 \ud30c\uc545\ud558\uace0 \ucf54\uce6d\uc774\ub098 \uc6cc\ud06c\ud50c\ub85c \uc870\uc815\uc774 \ud544\uc694\ud560 \uc218 \uc788\ub294 \uc0ac\uc6a9\uc790\ub97c \uc2dd\ubcc4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-integration-with-your-existing-wealth-tech-stack\">\uae30\uc874 \uc790\uc0b0 \uae30\uc220 \uc2a4\ud0dd\uacfc\uc758 \ud1b5\ud569<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc790\uc758 \uc77c\ubc18\uc801\uc778 \uae30\uc220 \ud658\uacbd\uc5d0\ub294 \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud68c\uacc4, \ubb38\uc11c \uad00\ub9ac, \uc804\uc790 \uc11c\uba85 \ub3c4\uad6c, \uc2dc\uc7a5 \ub370\uc774\ud130 \uc81c\uacf5\uc5c5\uccb4\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. CRM\uc744 \uc911\uc2ec\uc73c\ub85c \ubaa8\ub4e0 \uac83\uc744 \uc7ac\uad6c\ucd95\ud558\uae30\ubcf4\ub2e4\ub294 \uc774\ub7ec\ud55c \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc5d0 \uc801\ud569\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc77c\ubc18\uc801\uc778 \ud1b5\ud569 \ud328\ud134<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ud328\ud134<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc0ac\uc6a9 \uc0ac\ub840<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>API \uae30\ubc18 \uc5f0\uacb0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ud074\ub77c\uc774\uc5b8\ud2b8 \uc5c5\ub370\uc774\ud2b8\ub97c \uc704\ud55c \uc2e4\uc2dc\uac04 \ub370\uc774\ud130 \ub3d9\uae30\ud654<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud50c\ub7ab \ud30c\uc77c \uac00\uc838\uc624\uae30<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc744 \uc704\ud55c \uc57c\uac04 \uc77c\uad04 \ucc98\ub9ac<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc2f1\uae00 \uc0ac\uc778\uc628<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>ID \uacf5\uae09\uc790\ub97c \ud1b5\ud55c \ud1b5\ud569 \uc778\uc99d<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud2b9\uc815 \ud1b5\ud569 \uc694\uad6c \uc0ac\ud56d<\/strong> \ud074\ub77c\uc774\uc5b8\ud2b8 \ubc0f \uacc4\uc815 \ub370\uc774\ud130\ub97c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2dc\uc2a4\ud15c\uacfc \ub3d9\uae30\ud654\ud558\uace0, \uc790\ub3d9 \uc0c1\ud638\uc791\uc6a9 \ub85c\uae45\uc744 \uc704\ud574 \uc774\uba54\uc77c \uc11c\ubc84\uc5d0 \uc5f0\uacb0\ud558\uace0, \uaddc\uc815 \uc900\uc218 \uae30\ub85d\uc744 \uc704\ud574 \ubb38\uc11c \uc544\uce74\uc774\ube0c\uc5d0 \uc5f0\uacb0\ud558\uace0, \ub2e4\uc74c\uc744 \uc5f0\uacb0\ud574\uc57c \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5851\">\ub9c8\ucf00\ud305<\/a> \ucea0\ud398\uc778\uc744 \uc704\ud55c \uc790\ub3d9\ud654 \ub3c4\uad6c. \ud575\uc2ec \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc9c0\uc6d0\ud558\ub294 \ud1b5\ud569\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub450\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uac1c\ubc29\ud615 API\uc640 \uc0ac\uc804 \uad6c\ucd95\ub41c \ucee4\ub125\ud130\ub97c \uc81c\uacf5\ud558\uba70, \uc544\ud0a4\ud14d\ucc98\ub97c \ub2e8\uc21c\ud654\ud558\uace0\uc790 \ud558\ub294 \uacbd\uc6b0 \uc5ec\ub7ec \uac1c\uc758 \uac1c\ubcc4 \ub3c4\uad6c\ub97c \ub300\uccb4\ud560 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc720\uc5f0\uc131 \ub355\ubd84\uc5d0 \ud544\uc694\ud55c \uacf3\uc5d0 \ud1b5\ud569\ud558\uace0 \uac00\ub2a5\ud55c \uacf3\uc5d0 \ud1b5\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AdvisorEngine CRM\uacfc Microsoft Dynamics\ub294 \ubaa8\ub450 \uac15\ub825\ud55c \ud1b5\ud569 \uae30\ub2a5, \uace0\uae09 \ubcf4\uc548 \uae30\ub2a5, \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac \ubc0f \ube0c\ub85c\ucee4 \ub51c\ub7ec\uc5d0\uac8c \uc801\ud569\ud558\ub2e4\ub294 \uc810\uc5d0\uc11c \uc8fc\ubaa9\ud560 \ub9cc\ud55c \uc81c\ud488\uc785\ub2c8\ub2e4. AdvisorEngine CRM\uc740 \uc7ac\ubb34 \uc790\ubb38\uac00\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub418\uc5b4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\uc640\uc758 \uc6d0\ud65c\ud55c \ud1b5\ud569\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. Microsoft Dynamics\ub294 Microsoft 365, Teams, Outlook, Excel\uacfc \uae34\ubc00\ud558\uac8c \ud1b5\ud569\ub41c \ud655\uc7a5 \uac00\ub2a5\ud55c CRM \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\ubbc0\ub85c \uc885\ud569\uc801\uc778 \uae30\uc220 \ud50c\ub7ab\ud3fc\uc744 \ucc3e\ub294 \uae30\uc5c5\uacfc \uc911\uac1c\uc778\uc5d0\uac8c \uac15\ub825\ud55c \uc120\ud0dd\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab\ub0a0\ubd80\ud130 CRM\uacfc \uc5f0\ub3d9\ud574\uc57c \ud558\ub294 \uc2dc\uc2a4\ud15c\uacfc \ucc98\uc74c 12\uac1c\uc6d4 \ub3d9\uc548 \ub2e8\uacc4\uc801\uc73c\ub85c \uc5f0\ub3d9\ud560 \uc218 \uc788\ub294 \uc2dc\uc2a4\ud15c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ud1b5\ud569 \ub9f5\uc744 \ub9cc\ub4dc\uc138\uc694. \uc774\ub807\uac8c \ud558\uba74 \uad6c\ud604 \uc911\uc5d0 \ubc94\uc704\uac00 \ud655\ub300\ub418\ub294 \uac83\uc744 \ubc29\uc9c0\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc911\uc694\ud55c \uc0ac\ud56d\uc744 \uac04\uacfc\ud558\uc9c0 \uc54a\ub3c4\ub85d \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud504\ub85c\uc138\uc2a4 \ucd08\uae30\uc5d0 CIO\uc640 IT \ub9ac\ub354\ub97c \ucc38\uc5ec\uc2dc\ud0a4\uc138\uc694. \uc774\ub4e4\uc740 \uae30\uc220\uc801 \ud0c0\ub2f9\uc131\uc744 \uac80\uc99d\ud558\uace0 \ubcf4\uc548 \ud45c\uc900\uc744 \ud3c9\uac00\ud558\uba70 \uae30\uc874 \uc778\ud504\ub77c\uc640\uc758 \uc7a0\uc7ac\uc801 \ucda9\ub3cc\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customization-and-scalability\">\uc0ac\uc6a9\uc790 \uc9c0\uc815 \ubc0f \ud655\uc7a5\uc131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\uc6a9\uc790 \uc9c0\uc815\uacfc \ud655\uc7a5\uc131\uc744 \ubaa8\ub450 \uc81c\uacf5\ud558\ub294 CRM \uc194\ub8e8\uc158\uc744 \uc120\ud0dd\ud558\ub294 \uac83\uc740 \uc790\ubb38 \ube44\uc988\ub2c8\uc2a4\uc758 \ubbf8\ub798\ub97c \ubcf4\uc7a5\ud558\ub824\ub294 \uae08\uc735 \uc790\ubb38\uc0ac\uc5d0\uac8c \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \ud68c\uc0ac\ub9c8\ub2e4 \uace0\uc720\ud55c \ud504\ub85c\uc138\uc2a4, \uace0\uac1d \uc138\uadf8\uba3c\ud2b8, \ubcf4\uace0 \uc694\uad6c \uc0ac\ud56d\uc774 \uc788\uc73c\ubbc0\ub85c \ud2b9\uc815 \ube44\uc988\ub2c8\uc2a4 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\uac8c CRM\uc744 \uc870\uc815\ud558\ub294 \uae30\ub2a5\uc740 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc\uc640 \uac19\uc740 \uc120\ub3c4\uc801\uc778 \ud50c\ub7ab\ud3fc\uc740 \uace0\uae09 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc635\uc158\uc744 \uc81c\uacf5\ud558\uc5ec \uae30\uc5c5\uc774 \uc815\ud655\ud55c \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\uac8c \uc6cc\ud06c\ud50c\ub85c, \ub370\uc774\ud130 \ud544\ub4dc \ubc0f \ub300\uc2dc\ubcf4\ub4dc\ub97c \uad6c\uc131\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ubc18\uba74\uc5d0 Redtail CRM\uacfc \uac19\uc740 \uc194\ub8e8\uc158\uc740 \ubcf4\ub2e4 \uac04\uc18c\ud654\ub418\uace0 \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4\ub97c \uc81c\uacf5\ud558\uc5ec \uc18c\uaddc\ubaa8 \ub610\ub294 \ubcf4\ub2e4 \uc804\ubb38\uc801\uc778 \uc5c5\ubb34\uc5d0 \ub9de\uac8c \ube60\ub974\uac8c \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud655\uc7a5 \uac00\ub2a5\ud55c CRM\uc740 \uace0\uac1d \uae30\ubc18\uc774 \uc99d\uac00\ud558\uac70\ub098 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc774 \ud655\uc7a5\ub428\uc5d0 \ub530\ub77c \uc2dc\uc2a4\ud15c\uc774 \uc911\ub2e8 \uc5c6\uc774 \ub370\uc774\ud130 \ubcfc\ub968\uacfc \ub354 \ubcf5\uc7a1\ud55c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc218\uc6a9\ud560 \uc218 \uc788\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc720\uc5f0\uc131 \ub355\ubd84\uc5d0 \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \ud604\uc7ac \ud544\uc694\ud55c \uae30\ub2a5\uc73c\ub85c \uc2dc\uc791\ud558\uc5ec \ube44\uc988\ub2c8\uc2a4\uac00 \ubc1c\uc804\ud568\uc5d0 \ub530\ub77c \uace0\uae09 \uae30\ub2a5\uc744 \ucd94\uac00\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc7a5\uae30\uc801\uc73c\ub85c CRM \ud22c\uc790 \uac00\uce58\ub97c \ubcf4\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-mobile-accessibility\">\ubaa8\ubc14\uc77c \uc811\uadfc\uc131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub298\ub0a0 \ube60\ub974\uac8c \ubcc0\ud654\ud558\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \uc0b0\uc5c5\uc5d0\uc11c CRM \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \ubaa8\ubc14\uc77c \uc811\uadfc\uc131\uc740 \ud544\uc218 \uae30\ub2a5\uc785\ub2c8\ub2e4. \uc7ac\ubb34 \uc790\ubb38\uac00\ub294 \uc885\uc885 \uc774\ub3d9 \uc911\uc5d0 \uace0\uac1d \uc815\ubcf4\uc5d0 \uc811\uadfc\ud558\uac70\ub098, \ubb38\uc11c\ub97c \uac80\ud1a0\ud558\uac70\ub098, \uace0\uac1d \uae30\ub85d\uc744 \uc5c5\ub370\uc774\ud2b8\ud574\uc57c \ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc744 \uc678\ubd80\uc5d0\uc11c \ub9cc\ub098\uac70\ub098, \uc0ac\ubb34\uc2e4 \uac04 \uc774\ub3d9 \uc911\uc774\uac70\ub098, \uc6d0\uaca9\uc73c\ub85c \uadfc\ubb34\ud558\ub294 \uacbd\uc6b0\uc5d0\ub3c4 \ub9d0\uc785\ub2c8\ub2e4. \ubaa8\ubc14\uc77c\uc5d0 \uce5c\ud654\uc801\uc778 CRM\uc740 \uc790\ubb38\uac00\uac00 \uc5b8\uc81c \uc5b4\ub514\uc11c\ub4e0 \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uace0, \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\uba70, \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc774\ub294 \uace0\uc815\ub41c \uc0ac\ubb34\uc2e4\uc774 \uc5c6\ub294 \ub3c5\ub9bd \uc7ac\ubb34 \uc790\ubb38\uac00\uc5d0\uac8c \ud2b9\ud788 \uac00\uce58\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc548\uc804\ud55c \ubaa8\ubc14\uc77c \uc811\uadfc\uc744 \ud1b5\ud574 \uc790\ubb38\uac00\ub294 \uace0\uac1d \ubb38\uc758\uc5d0 \uc2e0\uc18d\ud558\uac8c \uc751\ub2f5\ud558\uace0, \uccb4\uacc4\uc801\uc73c\ub85c \uc5c5\ubb34\ub97c \ucc98\ub9ac\ud558\uba70, \ub192\uc740 \uc218\uc900\uc758 \uace0\uac1d \ucc38\uc5ec\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubaa8\ub4e0 \uc694\uc18c\ub294 \uc2dc\uc7a5\uc5d0\uc11c \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4. \ubaa8\ubc14\uc77c \uc811\uadfc\uc131\uc740 \uace0\uac1d \uc815\ubcf4\uac00 \ud56d\uc0c1 \uc190\uc548\uc5d0 \uc788\uc74c\uc744 \ubcf4\uc7a5\ud558\uc5ec, \ube44\uc988\ub2c8\uc2a4\uac00 \uc5b4\ub514\ub4e0 \ub3d9\ubc18\ud558\uc5ec \uc6d0\ud65c\ud55c \uace0\uac1d \uc18c\ud1b5\uacfc \uad00\uacc4 \uad00\ub9ac\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-cost-licensing-models-and-total-cost-of-ownership\">\ube44\uc6a9, \ub77c\uc774\uc120\uc2a4 \ubaa8\ub378 \ubc0f \ucd1d \uc18c\uc720 \ube44\uc6a9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c CRM\uc744 \uc120\ud0dd\ud560 \ub54c \uc0ac\uc6a9\uc790\ub2f9 \ub77c\uc774\uc120\uc2a4 \uac00\uaca9\uc740 \uc7ac\ubb34 \uc0c1\ud669\uc758 \ud55c \ubd80\ubd84\uc77c \ubfd0\uc785\ub2c8\ub2e4. \ucd1d\uc18c\uc720\ube44\uc6a9\uc744 \uc774\ud574\ud558\uba74 \uc608\uc0c1\uce58 \ubabb\ud55c \uc0c1\ud669\uc744 \ubc29\uc9c0\ud558\uace0 \ub300\uc548 \uac04\uc758 \uc758\ubbf8 \uc788\ub294 \ube44\uad50\uac00 \uac00\ub2a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad6c\ub3c5 \ubaa8\ub378<\/strong> \ub300\ubd80\ubd84\uc758 \ud50c\ub7ab\ud3fc\uc740 \uc790\ub3d9\ud654 \uae30\ub2a5, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uae30\ub2a5 \ub610\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uc9c0\uc6d0 \uc218\uc900\uc5d0 \ub530\ub77c \ud2f0\uc5b4\uac00 \uc99d\uac00\ud558\ub294 \uc0ac\uc6a9\uc790\ub2f9 \uc6d4\ubcc4 \ub610\ub294 \uc5f0\uac04 \uc694\uae08\uc81c\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc77c\ubd80 \uacf5\uae09\uc5c5\uccb4\ub294 \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c \ub610\ub294 \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\uc640 \uac19\uc740 \ubaa8\ub4c8\uc5d0 \ub300\ud574 \ubcc4\ub3c4\uc758 \uc694\uae08\uc744 \ubd80\uacfc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ucc38\uc870 \uac00\uaca9 \ubc94\uc704<\/strong> \uc5d4\ud2b8\ub9ac \ub808\ubca8\uc758 \uc790\uc0b0\ubcc4 CRM \uc2dc\ud2b8\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc0ac\uc6a9\uc790\ub2f9 \uc6d4 50~80\ub2ec\ub7ec\ubd80\ud130 \uc2dc\uc791\ud569\ub2c8\ub2e4. \uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud1b5\ud569, AI \uae30\ub2a5 \ubc0f \uc804\ub2f4 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\ub294 \uace0\uae09 \ud50c\ub7ab\ud3fc\uc740 \uc0ac\uc6a9\uc790\ub2f9 \uc6d4 150\ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad6c\ud604 \ube44\uc6a9<\/strong> \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158, \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc6cc\ud06c\ud50c\ub85c \uad6c\uc131, \ud15c\ud50c\ub9bf \uc0dd\uc131, \ud1b5\ud569 \uc791\uc5c5, \uad50\uc721 \uc77c\uc218\ub294 \uba87 \uac1c\uc6d4\uc758 \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9\uacfc \ub9de\uba39\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc120\ubd88 \ube44\uc6a9\uc744 \ub098\uc911\uc5d0 \uc0dd\uac01\ud558\uc9c0 \ub9d0\uace0 \ud604\uc2e4\uc801\uc73c\ub85c \uc608\uc0b0\uc744 \ucc45\uc815\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc138\ubd84\ud654\uc758 \uc228\uaca8\uc9c4 \ube44\uc6a9<\/strong> \ud558\ub098\uc758 \ud1b5\ud569 \ud50c\ub7ab\ud3fc \ub300\uc2e0 \uc5ec\ub7ec \uac1c\uc758 \uac1c\ubcc4 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uba74 \uacf5\uae09\uc5c5\uccb4 \uad00\ub9ac \uc624\ubc84\ud5e4\ub4dc, \uc2dc\uc2a4\ud15c \uac04 \uc870\uc815 \uc791\uc5c5, \uc5ec\ub7ec \uc778\ud130\ud398\uc774\uc2a4\uc5d0 \uac78\uce5c \uc0ac\uc6a9\uc790 \uad50\uc721 \ub4f1 \uc9c0\uc18d\uc801\uc778 \ube44\uc6a9\uc774 \ubc1c\uc0dd\ud558\uac8c \ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube44\uc6a9\uc740 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc99d\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc885 \ud6c4\ubcf4 \uc2dc\uc2a4\ud15c 2~3\uac1c\uc5d0 \ub300\ud55c 3~5\ub144 \ucd1d \ube44\uc6a9 \ube44\uad50\ud45c\ub97c \uc791\uc131\ud569\ub2c8\ub2e4. \ub77c\uc774\uc120\uc2a4, \uad6c\ud604, \uc9c0\uc18d\uc801\uc778 \uc720\uc9c0\ubcf4\uc218 \ubc0f \uc608\uc0c1\ub418\ub294 \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc744 \ud3ec\ud568\ud558\uc138\uc694. \uc774\ub7ec\ud55c \ubd84\uc11d\uc744 \ud1b5\ud574 \uc88c\uc11d\ub2f9 \ucd5c\uc800 \uac00\uaca9\uc774 \uc2e4\uc81c\ub85c \uac00\uc7a5 \uacbd\uc81c\uc801\uc778 \uc120\ud0dd\uc774 \uc544\ub2d8\uc744 \uc54c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-audit-trails-and-regulator-ready-record-keeping\">\ubcf4\uc548, \uac10\uc0ac \ucd94\uc801 \ubc0f \uaddc\uc81c \uc900\ube44 \uae30\ub85d \ubcf4\uad00<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \uae30\uad00\uc740 \uae08\uc735 \uae30\uad00\uc774 \ub204\uac00, \uc5b8\uc81c, \uc5b4\ub5a4 \uace0\uac1d \ud30c\uc77c\uc5d0\uc11c, \ubb34\uc5c7\uc744 \ud588\ub294\uc9c0 \uc785\uc99d\ud560 \uac83\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. CRM\uc740 \uc774\ub7ec\ud55c \ubb38\uc11c\ub97c \uc790\ub3d9\uc801\uc774\uace0 \ud3ec\uad04\uc801\uc73c\ub85c \uc791\uc131\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uac10\uc0ac \ucd94\uc801 \uae30\ub2a5<\/strong> \ud544\uc218 \uae30\ub2a5\uc5d0\ub294 \ud604\uc7a5 \ubcc0\uacbd \uc0ac\ud56d, \uc6cc\ud06c\ud50c\ub85c \uacb0\uc815, \ubb38\uc11c \uc5c5\ub85c\ub4dc \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \ub300\ud55c \ubcc0\uacbd \ubd88\uac00\ub2a5\ud55c \ub85c\uadf8\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ubaa8\ub4e0 \uc791\uc5c5\uc740 \ud2b9\uc815 \uc0ac\uc6a9\uc790 \ubc0f \ud0c0\uc784\uc2a4\ud0ec\ud504\uc5d0 \uc5f0\uacb0\ub418\uc5b4\uc57c \ud558\uba70, \uc0ac\ud6c4\uc5d0 \ubcc0\uacbd\ud560 \uc218 \uc5c6\ub294 \uc644\uc804\ud55c \uae30\ub85d\uc744 \ub9cc\ub4e4\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubcf4\uc548 \uc81c\uc5b4<\/strong> \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uad8c\ud55c\uc740 \uc0ac\uc6a9\uc790\uac00 \ud544\uc694\ud55c \uc815\ubcf4\ub9cc \ubcfc \uc218 \uc788\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \ub2e4\ub2e8\uacc4 \uc778\uc99d\uc73c\ub85c \uc790\uaca9 \uc99d\uba85 \ub3c4\uc6a9\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4. IP \uc81c\ud55c\uc740 \uc2b9\uc778\ub41c \ub124\ud2b8\uc6cc\ud06c\uc5d0 \ub300\ud55c \uc561\uc138\uc2a4\ub97c \uc81c\ud55c\ud569\ub2c8\ub2e4. \uc804\uc1a1 \uc911 \ubc0f \ubbf8\uc0ac\uc6a9 \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc554\ud638\ud654\ub294 \uaddc\uc81c \uae30\uad00\uacfc \uace0\uac1d \ubaa8\ub450\uc758 \ubcf4\uc548 \uae30\ub2a5 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc911\uc559 \uc9d1\uc911\uc2dd \ubb38\uc11c<\/strong> \ubaa8\ub4e0 \ubb38\uc11c\uc640 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc774\uba54\uc77c \ubc1b\uc740 \ud3b8\uc9c0\ud568\uacfc \uacf5\uc720 \ub4dc\ub77c\uc774\ube0c\uc5d0 \ud769\uc5b4\uc838 \ubcf4\uad00\ud558\uc9c0 \uc54a\uace0 CRM \ud658\uacbd \ub0b4\uc5d0 \ubcf4\uad00\ud558\uba74 \uaddc\uc815 \uc900\uc218\uac00 \uac04\uc18c\ud654\ub418\uace0 \uac10\uc0ac \uc2dc \uae30\ub85d\uc774 \ub204\ub77d\ub420 \uc704\ud5d8\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 CRM \uc194\ub8e8\uc158\uc740 \ub370\uc774\ud130\ub97c \uc2a4\uc704\uc2a4 \uad00\ud560 \ud558\uc5d0 \uc720\uc9c0\ud558\uba74\uc11c FINMA, GDPR \ubc0f \ub0b4\ubd80 \ubcf4\uc548 \uc815\ucc45\uc744 \uc900\uc218\ud558\uace0\uc790 \ud558\ub294 \uae30\uad00\uc5d0 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \ub9ce\uc740 \uae30\uc5c5\uc5d0\uac8c \uc774\ub7ec\ud55c \ubcf4\uc548 \uae30\ub2a5\uacfc \ub370\uc774\ud130 \uc8fc\uad8c\uc758 \uc870\ud569\uc740 \uacb0\uc815\uc801\uc778 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3c9\uac00\ud558\ub294 \uac01 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ubcf4\uc548 \ubc31\uc11c \ubc0f \ud0c0\uc0ac \uac10\uc0ac \ub610\ub294 \ubaa8\uc758 \uce68\ud22c \ud14c\uc2a4\ud2b8 \uc694\uc57d\uc744 \uc694\uccad\ud558\uc138\uc694. \ud3c9\ud310\uc774 \uc88b\uc740 \uacf5\uae09\uc5c5\uccb4\ub294 \uc774\ub7ec\ud55c \ubb38\uc11c\ub97c \uc27d\uac8c \uacf5\uc720\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-training-and-support\">\uad50\uc721 \ubc0f \uc9c0\uc6d0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uc5d0\uc11c \uc131\uacf5\uc801\uc778 CRM \ub3c4\uc785\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uae30\ub2a5\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc81c\uacf5\ub418\ub294 \uad50\uc721 \ubc0f \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0\uc758 \uc9c8\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. \uc885\ud569\uc801\uc778 \uad50\uc721 \ud504\ub85c\uadf8\ub7a8\uc744 \ud1b5\ud574 \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc640 \uadf8 \ud300\uc740 CRM\uc744 \ube60\ub974\uac8c \uc219\ub2ec\ud558\uc5ec \ud559\uc2b5 \uace1\uc120\uc744 \uc904\uc774\uace0 \uac00\uce58 \ucc3d\ucd9c \uc2dc\uac04\uc744 \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9de\ucda4\ud615 \uc628\ubcf4\ub529 \uc138\uc158, \uc0ac\uc6a9\uc790 \uac00\uc774\ub4dc, \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc758 \uace0\uc720\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \uc774\ud574\ud558\ub294 \uc9c0\uc2dd\uc774 \ud48d\ubd80\ud55c \uc9c0\uc6d0 \uc9c1\uc6d0\uc744 \uc81c\uacf5\ud558\ub294 CRM \uacf5\uae09\uc5c5\uccb4\ub97c \ucc3e\uc544\ubcf4\uc138\uc694. \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0\uc740 \uae30\uc220\uc801 \ubb38\uc81c, \uc9c8\ubb38 \ub610\ub294 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc694\uccad\uc744 \uc989\uc2dc \ud574\uacb0\ud558\uc5ec \uc790\ubb38 \ube44\uc988\ub2c8\uc2a4\uc758 \uc911\ub2e8\uc744 \ucd5c\uc18c\ud654\ud560 \uc218 \uc788\uae30 \ub54c\ubb38\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uc815\uae30\uc801\uc778 \uc5c5\ub370\uc774\ud2b8, \uc6e8\ube44\ub098, \uc2e0\uc18d\ud55c \ud5ec\ud504\ub370\uc2a4\ud06c\ub294 \uc0ac\uc6a9\uc790 \ub9cc\uc871\ub3c4\uc640 \uc7a5\uae30\uc801\uc778 CRM \uc131\uacf5\uc5d0 \ud070 \ucc28\uc774\ub97c \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \uac15\ub825\ud55c \uad50\uc721\uacfc \uc9c0\uc6d0\uc5d0 \ud22c\uc790\ud568\uc73c\ub85c\uc368 CRM \uc194\ub8e8\uc158\uc758 \uc774\uc810\uc744 \uadf9\ub300\ud654\ud558\uace0, \ub192\uc740 \uc0ac\uc6a9\uc790 \ucc44\ud0dd\ub960\uc744 \ubcf4\uc7a5\ud558\uba70, \uae30\uc220 \ubc0f \uace0\uac1d\uc758 \uae30\ub300\uce58\uac00 \uc9c4\ud654\ud568\uc5d0 \ub530\ub77c \uc5c5\ubb34\ub97c \uc6d0\ud65c\ud558\uac8c \uc6b4\uc601\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-run-a-structured-crm-selection-process\">\uad6c\uc870\ud654\ub41c CRM \uc120\ud0dd \ud504\ub85c\uc138\uc2a4\ub97c \uc2e4\ud589\ud558\ub294 \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub3c4\uc785\uc744 \uc784\uc2dc \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uad6c\ub9e4\uac00 \uc544\ub2cc \uad6c\uc870\ud654\ub41c \ud504\ub85c\uc81d\ud2b8\ub85c \uc0dd\uac01\ud558\uc138\uc694. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \ud22c\uc790\ub97c \ubcf4\ud638\ud558\uace0 \uc2e4\uc81c\ub85c \ud544\uc694\uc5d0 \ub9de\ub294 \ud50c\ub7ab\ud3fc\uc744 \uc120\ud0dd\ud560 \uc218 \uc788\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad50\ucc28 \uae30\ub2a5 \uc120\ud0dd \ud300 \uad6c\ucd95<\/strong> \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4, \uc6b4\uc601, \uaddc\uc815 \uc900\uc218, IT \ubc0f \uacbd\uc601\uc9c4\uc758 \ub2f4\ub2f9\uc790\ub97c \ud3ec\ud568\ud558\uc138\uc694. \uac01 \uad00\uc810\uc740 \ub2e4\ub978 \uc0ac\ub78c\ub4e4\uc774 \ub193\uce60 \uc218 \uc788\ub294 \uc694\uad6c \uc0ac\ud56d\uc744 \ub4dc\ub7ec\ub0c5\ub2c8\ub2e4. \ud300\uc5d0\ub294 \uba85\ud655\ud55c \uacb0\uc815 \uad8c\ud55c\uacfc \uacbd\uc601\uc9c4\uc758 \ud6c4\uc6d0\uc774 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc694\uad6c \uc0ac\ud56d \ubb38\uc11c \ucd08\uc548 \uc791\uc131<\/strong> \uc774 \uac00\uc774\ub4dc\uc758 \uc55e\ubd80\ubd84\uc744 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub85c \uc0ac\uc6a9\ud558\uc5ec \ud544\uc218 \uae30\ub2a5, \uc788\uc73c\uba74 \uc88b\uc740 \uae30\ub2a5, \ud5a5\ud6c4 \ub2e8\uacc4\ubcc4 \uae30\ub2a5\uc744 \ub098\uc5f4\ud558\uc138\uc694. \uc911\uc694\ub3c4\uc5d0 \ub530\ub77c \uac01 \uc694\uad6c \uc0ac\ud56d\uc5d0 \uac00\uc911\uce58\ub97c \ubd80\uc5ec\ud558\uc5ec \uac1d\uad00\uc801\uc73c\ub85c \uacf5\uae09\uc5c5\uccb4\ub97c \ud3c9\uac00\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc81c\uc548 \uc694\uccad \ubcf4\ub0b4\uae30<\/strong> \ucd5c\uc885 \ud6c4\ubcf4 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uace0\uac1d \uc628\ubcf4\ub529, \uc801\ud569\uc131 \ud3c9\uac00 \uae30\ub85d, \uac80\ud1a0 \ud68c\uc758 \uc9c4\ud589\uacfc \uac19\uc740 \uad6c\uccb4\uc801\uc778 \uc2dc\ub098\ub9ac\uc624\ub97c \uc2dc\uc5f0\ud574 \ub2ec\ub77c\uace0 \uc694\uccad\ud558\uc138\uc694. \uc2a4\ud06c\ub9bd\ud2b8 \ub370\ubaa8\ub294 \uc778\uc0c1\uc801\uc778 \uae30\ub2a5\ub9cc \ubcf4\uc5ec\uc8fc\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ud50c\ub7ab\ud3fc\uc774 \uc2e4\uc81c \uc6cc\ud06c\ud50c\ub85c\ub97c \uc5b4\ub5bb\uac8c \ucc98\ub9ac\ud558\ub294\uc9c0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uccb4\ud5d8\ud310 \uc694\uccad\ud558\uae30<\/strong> \uc775\uba85\uc774 \ubcf4\uc7a5\ub41c \uc2e4\uc81c \ub370\uc774\ud130\ub85c \ucd5c\uc18c 4\uc8fc \uc774\uc0c1\uc758 \uc2dc\ud5d8 \uae30\uac04\uc744 \ud1b5\ud574 \ud300\uc5d0\uc11c \uc2e4\uc81c\ub85c \ud50c\ub7ab\ud3fc\uc744 \ud3c9\uac00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9e4\uc77c \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\ud558\ub294 \uc0ac\uc6a9\uc790\uc640 \uac00\ub054\uc529\ub9cc \ubcf4\uace0\uc11c\uc5d0 \uc561\uc138\uc2a4\ud558\ub294 \uc0ac\uc6a9\uc790 \ub4f1 \ubaa8\ub4e0 \uc720\ud615\uc758 \uc0ac\uc6a9\uc790\ub85c\ubd80\ud130 \ud53c\ub4dc\ubc31\uc744 \uc218\uc9d1\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e0\uc911\ud55c \ud611\uc0c1<\/strong> \ud50c\ub7ab\ud3fc\uc774 \uc81c\uacf5\ud558\uc9c0 \uc54a\ub294 \uacbd\uc6b0 \uc804\ud658\ud560 \uc218 \uc5c6\ub3c4\ub85d \uacfc\ub3c4\ud55c \uc870\uac74\uc5d0 \uc5bd\ub9e4\uc774\uc9c0 \uc54a\ub3c4\ub85d \ud558\uc138\uc694. \ub9c8\uc77c\uc2a4\ud1a4, \ucc45\uc784, \uc131\uacf5 \uae30\uc900\uc774 \ud3ec\ud568\ub41c \uba85\ud655\ud55c \uad6c\ud604 \ubc0f \uad50\uc721 \uacc4\ud68d\uc774 \uc788\ub294\uc9c0 \ud655\uc778\ud558\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-many-wealth-managers-choose-investglass-as-their-crm\">\ub9ce\uc740 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 InvestGlass\ub97c CRM\uc73c\ub85c \uc120\ud0dd\ud558\ub294 \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc800\ud76c\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \uae30\ud0c0 \uaddc\uc81c \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub41c \uc2a4\uc704\uc2a4 \uae30\ubc18\uc758 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc73c\ub85c InvestGlass\ub97c \uad6c\ucd95\ud588\uc2b5\ub2c8\ub2e4. \ub2f9\uc0ac\uc758 \uc811\uadfc \ubc29\uc2dd\uc740 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uac00 \uace0\uac1d \uad00\uacc4, \uaddc\uc815 \uc900\uc218 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac10\ub3c5\uc744 \uad00\ub9ac\ud560 \ub54c \uc9c1\uba74\ud558\ub294 \ud2b9\uc815 \ubb38\uc81c\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c<\/strong> InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud560 \uc218 \uc788\uc73c\uba70, \ubbfc\uac10\ud55c \uace0\uac1d \uc815\ubcf4\ub97c \uc2a4\uc704\uc2a4 \ub610\ub294 \uace0\uac1d\uc774 \ud1b5\uc81c\ud558\ub294 \uad00\ud560\uad8c \uc544\ub798\uc5d0 \ubcf4\uad00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130 \ubcf4\uc874\uc774 \uc804\ub7b5\uc801 \uc6b0\uc120\uc21c\uc704\uc778 \uae30\uad00\uc758 \uacbd\uc6b0 \uc774 \uae30\ub2a5\uc740 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc62c\uc778\uc6d0 \uc811\uadfc \ubc29\uc2dd<\/strong> \uc800\ud76c\ub294 CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, AI \ub3c4\uad6c, \uc548\uc804\ud55c \uace0\uac1d \ud3ec\ud138\uc744 \ub2e8\uc77c \ud658\uacbd\uc5d0 \uacb0\ud569\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc5ec\ub7ec \ud3ec\uc778\ud2b8 \uc194\ub8e8\uc158\uc744 \uc870\ud569\ud560 \ub54c \ubc1c\uc0dd\ud558\ub294 \ud1b5\ud569\uc758 \ubcf5\uc7a1\uc131\uacfc \uc870\uc815\uc758 \ubd80\ub2f4\uc774 \uc0ac\ub77c\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c<\/strong> \uad6c\uc131 \uac00\ub2a5\ud55c KYC \ubc0f \uc801\ud569\uc131 \ud504\ub85c\uc138\uc2a4, \uc644\ubcbd\ud55c \uac10\uc0ac \ucd94\uc801, \uc790\ub3d9\ud654\ub41c \uac80\ud1a0 \uc54c\ub9bc\uc740 \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \uc5f0\ud569\uc758 \uaddc\uc81c \uae30\ub300\uce58\uc5d0 \ubd80\ud569\ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\ub294 \ucd94\uac00\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ub0b4\uc7a5\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ube60\ub978 \ub3c4\uc785\uc744 \uc704\ud55c \uc124\uacc4<\/strong> \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc9c1\uad00\uc801\uc778 \ud654\uba74, \ub2e4\uad6d\uc5b4 \uc778\ud130\ud398\uc774\uc2a4, \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ud300\uc744 \uc704\ud55c \ub9de\ucda4\ud615 \ub300\uc2dc\ubcf4\ub4dc\ub97c \ub192\uc774 \ud3c9\uac00\ud569\ub2c8\ub2e4. \uc9c1\uad00\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4 \ub355\ubd84\uc5d0 \uc790\ubb38 \ud68c\uc0ac\ub294 \uba87 \ub2ec\uc774 \uc544\ub2cc \uba87 \uc8fc \uc548\uc5d0 \uac00\uce58\ub97c \uc2e4\ud604\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc7ac \ud504\ub85c\uc138\uc2a4\uc640 \uc120\ud0dd \uc5ec\uc815 \ucd08\uae30\uc5d0 \ud655\uc778\ud558\uc2e0 \ubaa9\ud45c\uc5d0 \ub530\ub77c InvestGlass\ub97c \ud3c9\uac00\ud560 \uc218 \uc788\ub294 \ub370\ubaa8\ub97c \uc608\uc57d\ud574 \uc8fc\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \uace0\uac1d\uc744 \ub9cc\uc871\uc2dc\ud0a4\uba74\uc11c \uc790\ubb38 \ube44\uc988\ub2c8\uc2a4\ub97c \ud6a8\uacfc\uc801\uc73c\ub85c \uc6b4\uc601\ud558\ub3c4\ub85d \uc9c0\uc6d0\ud558\ub294 \ubc29\ubc95\uc744 \ubcf4\uc5ec\ub4dc\ub9ac\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 FAQ\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc0c8\ub85c\uc6b4 CRM\uc744 \ucc3e\uc744 \ub54c \uc790\uc8fc \ubb3b\ub294 \uc2e4\uc6a9\uc801\uc778 \uc9c8\ubb38\uc5d0 \ub300\ud55c \ub2f5\ubcc0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-a-typical-wealth-management-crm-implementation-take\">\uc77c\ubc18\uc801\uc778 \uc790\uc0b0 \uad00\ub9ac CRM \uad6c\ud604\uc5d0 \uac78\ub9ac\ub294 \uc2dc\uac04<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\ucc9c \uba85\uc758 \uc5f0\ub77d\ucc98\ub97c \ubcf4\uc720\ud55c \uc18c\uaddc\ubaa8 \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \ubc0f \uad50\uc721\uc744 \ud3ec\ud568\ud558\uc5ec 8~12\uc8fc \uc548\uc5d0 InvestGlass\uc640 \uac19\uc740 \uc9d1\uc911\uc801\uc778 CRM\uc744 \uad6c\ud604\ud560 \uc218 \uc788\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc5ec\ub7ec \uc608\uc57d \uc13c\ud130, \ubcf5\uc7a1\ud55c \ud1b5\ud569, \uc218\ubc31 \uba85\uc758 \uc0ac\uc6a9\uc790\ub97c \ubcf4\uc720\ud55c \ubbfc\uac04 \uc740\ud589\uc758 \uacbd\uc6b0 \ub2e8\uacc4\uc801 \ub864\uc544\uc6c3\uc744 \ud1b5\ud574 6~12\uac1c\uc6d4\uc774 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc77c\ub7ff \ud300\uacfc \uc81c\ud55c\ub41c \uc6cc\ud06c\ud50c\ub85c \uc138\ud2b8\ub85c \uc2dc\uc791\ud558\uc5ec \ube60\ub978 \uc131\uacfc\ub97c \ub2ec\uc131\ud55c \ud6c4 \uc804\uccb4 \uc870\uc9c1\uc73c\ub85c \ud655\uc7a5\ud558\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \ubaa8\uba58\ud140\uc744 \uad6c\ucd95\ud558\uace0 \ub354 \uad11\ubc94\uc704\ud55c \ubc30\ud3ec \uc804\uc5d0 \uac1c\uc120 \uc0ac\ud56d\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-we-migrate-historical-emails-and-documents-into-the-new-crm\">\uc774\uc804 \uc774\uba54\uc77c\uacfc \ubb38\uc11c\ub97c \uc0c8 CRM\uc73c\ub85c \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ud3ec\ud568\ud55c \ub300\ubd80\ubd84\uc758 \ucd5c\uc2e0 CRM\uc740 Outlook, \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \ub610\ub294 \uad6c\ud615 CRM\uacfc \uac19\uc740 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ub808\uac70\uc2dc \uc5f0\ub77d\ucc98 \uae30\ub85d, \uba54\ubaa8, \ubb38\uc11c\ub97c \uac00\uc838\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uacfc\uac70 \uc774\uba54\uc77c\uc740 \ucee4\ub125\ud130\ub97c \ud1b5\ud574 \uc55e\uc73c\ub85c \ucea1\ucc98\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc624\ub798\ub41c \uba54\uc77c \uc544\uce74\uc774\ube0c\ub294 \ubaa8\ub4e0 \uac83\uc744 \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud558\ub294 \ub300\uc2e0 \uc8fc\uc694 \uace0\uac1d\uc5d0 \ub300\ud55c \ub300\uc0c1 \uac00\uc838\uc624\uae30\uac00 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uc804\uc5d0 \ub370\uc774\ud130\ub97c \uc815\ub9ac\ud558\uace0 \uc911\ubcf5 \uc81c\uac70\ud558\uc5ec \uc0c8 \uc2dc\uc2a4\ud15c\uc744 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4dc\ub294 \uc624\ub798\ub418\uac70\ub098 \uc911\ubcf5\ub41c \ub808\ucf54\ub4dc\uac00 \uc774\uc6d4\ub418\uc9c0 \uc54a\ub3c4\ub85d \ud558\uc138\uc694.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-should-compliance-be-involved-in-choosing-a-crm\">CRM\uc744 \uc120\ud0dd\ud560 \ub54c \uaddc\uc815 \uc900\uc218\ub97c \uc5b4\ub5bb\uac8c \uace0\ub824\ud574\uc57c \ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815\uc900\uc218 \ub2f4\ub2f9\uc790\ub294 \ud504\ub85c\uc81d\ud2b8 \uc2dc\uc791 \ub2e8\uacc4\uc5d0\uc11c KYC, \uc801\ud569\uc131, \ubb38\uc11c \ubcf4\uc874, \uc2b9\uc778 \ubc0f \uac10\uc2dc\uc5d0 \ub300\ud55c \uc694\uad6c\uc0ac\ud56d\uc744 \uc815\uc758\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc8fc\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ub610\ud55c \uacc4\uc57d \uccb4\uacb0 \uc804\uc5d0 \ubcf4\uc548, \ub370\uc774\ud130 \ubcf4\uc874, \uac10\uc0ac \ucd94\uc801 \ubc0f \uaddc\uc815 \uc900\uc218\uc5d0 \uad00\ud55c \uacf5\uae09\uc5c5\uccb4\uc758 \ubb38\uc11c\ub97c \uac80\ud1a0\ud574\uc57c \ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ubd80\uc11c\uac00 \uacf5\uae09\uc5c5\uccb4 \ub370\ubaa8\uc5d0 \ucc38\uc5ec\ud558\uba74 \uace0\uc704\ud5d8 \uace0\uac1d \uc2b9\uc778\uc774\ub098 \ud22c\uc790 \ucd94\ucc9c \ubb38\uc11c\ud654\uc640 \uac19\uc740 \uc2e4\uc9c8\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \ud6a8\uacfc\uc801\uc73c\ub85c \uad6c\ud604\ub418\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-better-to-customise-a-generic-crm-or-choose-a-wealth-specific-solution\">\uc77c\ubc18 CRM\uc744 \uc0ac\uc6a9\uc790 \uc9c0\uc815\ud558\ub294 \uac83\uc774 \ub354 \ub098\uc740\uac00\uc694, \uc544\ub2c8\uba74 \uc790\uc0b0\ubcc4 \uc194\ub8e8\uc158\uc744 \uc120\ud0dd\ud558\ub294 \uac83\uc774 \ub354 \ub098\uc740\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\ud3c9\uc801 CRM \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc740 \uac15\ub825\ud55c \ub0b4\ubd80 IT \ud300\uacfc \uc0c1\ub2f9\ud55c \uc608\uc0b0\uc744 \ubcf4\uc720\ud55c \ub300\uaddc\ubaa8 \uae30\uad00\uc5d0 \uc801\ud569\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc774\ub7ec\ud55c \ud504\ub85c\uc81d\ud2b8\ub294 \uc644\ub8cc\ud558\ub294 \ub370 \uc218\uac1c\uc6d4 \ub610\ub294 \uc218\ub144\uc774 \uac78\ub9ac\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. 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This guide walks you through everything you need [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49020,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35,1299,95],"class_list":["post-48903","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking","tag-digital-sovereignty","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>How to Choose a CRM for Wealth Management: Essential Tips and Insights<\/title>\n<meta name=\"description\" content=\"Discover key factors to consider when selecting a CRM for wealth management. 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