{"id":48909,"date":"2026-02-02T15:56:26","date_gmt":"2026-02-02T14:56:26","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48909"},"modified":"2026-02-06T16:18:33","modified_gmt":"2026-02-06T15:18:33","slug":"crm%ec%9d%84-%ec%82%ac%ec%9a%a9%ed%95%98%ec%97%ac-%ea%b3%a0%ec%95%a1-%ec%9e%90%ec%82%b0%ea%b0%80-%ea%b3%a0%ea%b0%9d%ec%9d%84-%ea%b4%80%eb%a6%ac%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-manage-high-net-worth-clients-using-crm\/","title":{"rendered":"CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \uace0\uc561 \uc21c\uc790\uc0b0 \uace0\uac1d\uc744 \uad00\ub9ac\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc744 \uad00\ub9ac\ud558\ub824\uba74 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub098 \ubd84\uae30\ubcc4 \ud1b5\ud654 \uc774\uc0c1\uc758 \uac83\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. 2026\ub144, \uc790\uc0b0 \uad00\ub9ac\uc790\ub4e4\uc740 \uc548\ubaa9 \uc788\ub294 \uace0\uac1d\ub4e4\uc774 \uc989\uac01\uc801\uc778 \ub514\uc9c0\ud138 \uc561\uc138\uc2a4, \uac1c\uc778\ud654\ub41c \uad00\uc2ec, \ucca0\uc800\ud55c \ub370\uc774\ud130 \ubcf4\uc548\uc744 \uae30\ub300\ud558\ub294 \uc0c8\ub85c\uc6b4 \ud604\uc2e4\uc5d0 \uc9c1\uba74\ud558\uac8c \ub420 \uac83\uc785\ub2c8\ub2e4. \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\ub294 \ub2e8\uc21c\ud55c \uc5f0\ub77d\ucc98 \uad00\ub9ac \ub3c4\uad6c\uc5d0\uc11c \ud604\ub300 \uc790\uc0b0 \uad00\ub9ac\uc758 \uc6b4\uc601 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc9c4\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc81c \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc640 \uc790\uc0b0 \uad00\ub9ac \ube44\uc988\ub2c8\uc2a4\ub294 \uace0\uac1d \ucd94\uc801\uc744 \uac15\ud654\ud558\uace0 \uc804\ud658\uc728\uc744 \ub192\uc774\uba70 \uc7a5\uae30\uc801\uc778 \uad00\uacc4 \uad6c\ucd95\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \uac15\ub825\ud55c CRM\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc774 \uac00\uc774\ub4dc\uc5d0\uc11c\ub294 \uc7ac\ubb34 \uc124\uacc4\uc0ac\uac00 CRM \uc2dc\uc2a4\ud15c\uc744 \ud65c\uc6a9\ud558\uc5ec \ubcf4\ub2e4 \uc2ec\uce35\uc801\uc778 \uace0\uac1d \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uace0, \uaddc\uc815 \uc900\uc218\ub97c \uac04\uc18c\ud654\ud558\uba70, \uac00\uc7a5 \uc911\uc694\ud55c \uace0\uac1d\uc744 \uc704\ud55c \ub9de\ucda4\ud615 \uc11c\ube44\uc2a4\ub97c \ud655\uc7a5\ud560 \uc218 \uc788\ub294 \ubc29\ubc95\uc744 \uc0b4\ud3b4\ubd05\ub2c8\ub2e4. \uace0\uac1d \uc138\ubd84\ud654\ub294 CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \uace0\uc561 \uc790\uc0b0\uac00 \uad00\uacc4\ub97c \uad00\ub9ac\ud558\ub294 \uae30\ubcf8 \ub2e8\uacc4\ub85c, \uc774\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uac01 \uace0\uac1d \uadf8\ub8f9\uc5d0 \ub9de\uac8c \uc804\ub7b5\uacfc \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ub9de\ucda4\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-high-net-worth-clients-need-a-different-crm-approach\">\uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc5d0\uac8c \ub2e4\ub978 CRM \uc811\uadfc \ubc29\uc2dd\uc774 \ud544\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\ub124\ubc14\uc5d0 \uc788\ub294 \ud55c \uad00\uacc4 \uad00\ub9ac\uc790\uac00 2,500\ub9cc \ub2ec\ub7ec\uc758 \uc790\uc0b0\uc744 \ubcf4\uc720\ud55c \uae30\uc5c5\uac00 \uac00\uc871\uc73c\ub85c\ubd80\ud130 \uae34\uae09\ud55c \uc804\ud654\ub97c \ubc1b\ub294 \uc2dc\ub098\ub9ac\uc624\ub97c \uc0c1\uc0c1\ud574 \ubcf4\uc138\uc694. \ucd1d\uc218\ub294 \uc9c0\uc8fc\ud68c\uc0ac\uc758 \ud22c\uc790 \uc704\uc784\uc5d0 \ub300\ud55c \uc5c5\ub370\uc774\ud2b8\ub97c \uc6d0\ud558\uace0, \uc544\ub0b4\ub294 \uc790\uc120 \uc7ac\ub2e8\uc5d0 \ub300\ud55c \ucd5c\uc2e0 \uc815\ubcf4\uac00 \ud544\uc694\ud558\uba70, \uc131\uc778\uc774 \ub41c \uc544\ub4e4\uc740 \ud3ec\ub974\ud22c\uac08\uc758 \uc0c8\ub85c\uc6b4 \ubd80\ub3d9\uc0b0 \uc778\uc218\uc5d0 \ub300\ud574 \ubb38\uc758\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc95\uc778, \uc704\uc784 \uc0ac\ud56d, \ubcf4\ub958 \uc911\uc778 \uc2b9\uc778\uc5d0 \ub300\ud55c \uc989\uac01\uc801\uc778 \uac00\uc2dc\uc131\uc774 \uc5c6\uc73c\uba74 \uc740\ud589\uc6d0\uc740 \uace0\uac1d\uc774 \uae30\ub2e4\ub9ac\ub294 \ub3d9\uc548 \uc774\uba54\uc77c\uacfc \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub97c \ub4a4\uc801\uac70\ub9ac\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc0c1\ud669\uc740 \uace0\uc561 \uc790\uc0b0\uac00\uc5d0\uac8c \uadfc\ubcf8\uc801\uc73c\ub85c \ub2e4\ub978 CRM \uc811\uadfc \ubc29\uc2dd\uc774 \ud544\uc694\ud55c \uc774\uc720\ub97c \uc815\ud655\ud558\uac8c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uad00\uacc4\uc758 \ubcf5\uc7a1\uc131, \uaddc\uc81c \uc694\uac74, \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4 \uae30\ub300\uce58\uc640 \uac19\uc740 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c \uc778\ud574 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc744 \uc704\ud55c \ud2b9\ud654\ub41c CRM \uc811\uadfc \ubc29\uc2dd\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ub610\ud55c AI \uae30\ubc18 \uac1c\uc778\ud654 \ubc0f \uae30\uc220\uc740 \uc804\ud1b5\uc801\uc778 \uc790\uc0b0 \uad00\ub9ac \uad00\ud589\uacfc \uace0\uac1d \ucc38\uc5ec\ub97c \uadfc\ubcf8\uc801\uc73c\ub85c \ubcc0\ud654\uc2dc\ud0a4\uace0 \uc788\uc73c\ubbc0\ub85c \uae30\uc5c5\uc740 \uc774\uc5d0 \ub9de\ucdb0 CRM \uc804\ub7b5\uc744 \uc870\uc815\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ub9de\ucda4\ud615 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc758 \uace0\uc720\ud55c \uc694\uad6c\ub97c \ucda9\uc871\ud558\ub294 \uac1c\uc778\ud654\ub418\uace0 \uc6d0\ud65c\ud55c \uacbd\ud5d8\uc758 \ud1a0\ub300\ub97c \ub9c8\ub828\ud558\uae30 \ub54c\ubb38\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-the-wealth-tiers\">\uc790\uc0b0 \ub4f1\uae09 \uc815\uc758<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uce35\uc5d0 \ub300\ud55c \uc774\ud574\ub294 \uba85\ud655\ud55c \uc815\uc758\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uace0\uc561 \uc21c\uc790\uc0b0\uac00(HNW):<\/strong> \uc720\ub3d9 \ud22c\uc790 \uac00\ub2a5 \uc790\uc0b0\uc774 1\ubc31\ub9cc \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\ub294 \uac1c\uc778<\/li>\n\n\n\n<li><strong>\ucd08\uace0\uc561 \uc21c\uc790\uc0b0(VHNW):<\/strong> \uc720\ub3d9 \uc790\uc0b0 500\ub9cc~3\ucc9c\ub9cc \ub2ec\ub7ec \ubcf4\uc720\uc790<\/li>\n\n\n\n<li><strong>\ucd08\uace0\uc561 \uc21c\uc790\uc0b0\uac00(UHNW):<\/strong> \ud22c\uc790 \uac00\ub2a5\ud55c \uc790\uc0b0\uc774 3,000\ub9cc \ub2ec\ub7ec \uc774\uc0c1\uc778 \uace0\uac1d, \uc885\uc885 \uc218\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub974\ub294 \uacbd\uc6b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uacc4\uce35\uc740 \uad6c\uc870, \uad00\ud560\uad8c, \uc11c\ube44\uc2a4 \uae30\ub300\uce58 \uce21\uba74\uc5d0\uc11c \uc810\uc810 \ub354 \ubcf5\uc7a1\ud574\uc9d1\ub2c8\ub2e4. \uad00\uacc4 \ub9e4\ud551\uc740 \uac01 \uc790\uc0b0 \uacc4\uce35\uacfc \uad00\ub828\ub41c \uac00\uc871 \uad6c\uc131\uc6d0, \uace0\ubb38 \ubc0f \ubc95\uc778\uc758 \ubcf5\uc7a1\ud55c \ub124\ud2b8\uc6cc\ud06c\ub97c \uc2dc\uac01\ud654\ud558\uace0 \uad00\ub9ac\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-hnw-and-uhnw-clients-expect-in-2026\">2026\ub144 HNW \ubc0f UHNW \uace0\uac1d\uc774 \uae30\ub300\ud558\ub294 \uac83<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc758 \uae30\ub300\uce58\ub294 \uadf9\uc801\uc73c\ub85c \ubcc0\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc624\ub298\ub0a0\uc758 \uc720\ub8cc \uace0\uac1d\uc740 \uc774\ub807\uac8c \uc694\uad6c\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ubb38\uc11c, \ubcf4\uc548 \uba54\uc2dc\uc9d5\uc5d0 \ub300\ud55c \uc989\uac01\uc801\uc778 \ub514\uc9c0\ud138 \uc561\uc138\uc2a4<\/li>\n\n\n\n<li>\uace0\uc720\ud55c \uc7ac\ubb34 \uc0c1\ud669\uc744 \ubc18\uc601\ud558\ub294 \ub9de\ucda4\ud615 \ubcf4\uace0<\/li>\n\n\n\n<li>\uc5f0\ub840 \ud68c\uc758\uc640 \uc885\uc774 \uba85\uc138\uc11c\ub97c \uae30\ub2e4\ub9ac\uc9c0 \uc54a\uace0 \uc5f0\uc911\ubb34\ud734 24\uc2dc\uac04 \ud22c\uba85\uc131 \uc81c\uacf5<\/li>\n\n\n\n<li>\uc2dc\uc7a5 \uc774\ubca4\ud2b8 \ub610\ub294 \uac1c\uc778 \ub9c8\uc77c\uc2a4\ud1a4\uc5d0 \uae30\ubc18\ud55c \uc120\uc81c\uc801 \uc544\uc6c3\ub9ac\uce58<\/li>\n\n\n\n<li>\uace0\uac1d \ub370\uc774\ud130 \uc800\uc7a5 \uc704\uce58 \ubc0f \ubc29\ubc95\uc5d0 \ub300\ud55c \uc808\ub300\uc801\uc778 \uc7ac\ub7c9\uad8c \ubd80\uc5ec<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ub192\uc544\uc9c4 \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \uae30\uc5c5\uc740 \ubcf4\ub2e4 \uc2e0\uc18d\ud558\uace0 \uac1c\uc778\ud654\ub41c \uae30\uc220 \uc911\uc2ec\uc758 \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \uc11c\ube44\uc2a4 \ubaa8\ub378\uc744 \uc870\uc815\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc81c \uace0\uae09 CRM \uc2dc\uc2a4\ud15c\uc740 AI\ub97c \ud65c\uc6a9\ud558\uc5ec \uace0\uac1d\uc758 \ubaa9\ud45c\ub97c \ubd84\uc11d\ud568\uc73c\ub85c\uc368 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc744 \uc704\ud55c \ubcf4\ub2e4 \uac1c\uc778\ud654\ub41c \uc870\uc5b8\uacfc \uc0ac\uc804 \uc608\ubc29\uc801 \ud64d\ubcf4\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-complexity-gap\">\ubcf5\uc7a1\uc131 \uaca9\ucc28<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud558\ub098\uc758 \uacc4\uc88c\ub97c \ubcf4\uc720\ud55c \uc77c\ubc18 \uc18c\ub9e4 \uace0\uac1d\uacfc \uc5ec\ub7ec \uac1c\uc758 \uc5ec\uad8c, 3\uac1c\uc758 \uc9c0\uc8fc\ud68c\uc0ac, \uc790\uc120 \uc2e0\ud0c1, \uc608\uc220\ud488 \ubc0f \ubd80\ub3d9\uc0b0 \ubcf4\uc720, \uc2a4\uc704\uc2a4, \uc601\uad6d, \uc2f1\uac00\ud3ec\ub974\uc5d0 \uac78\uccd0 \uad6d\uacbd\uc744 \ub118\ub294 \uc138\uae08 \ub178\ucd9c\uc744 \uac00\uc9c4 UHNW \uac00\uc871\uc744 \ub300\uc870\ud574 \ubcf4\uc138\uc694. \uad00\uacc4 \ubcf5\uc7a1\uc131\uc758 \ucc28\uc774\ub294 \uc5c4\uccad\ub0a9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \uae30\ub2a5\uc774 \ud1b5\ud569\ub41c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc740 \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uace0 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud558\uba70 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc5d0\uac8c \uac1c\uc778\ud654\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc81c\uacf5\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac70\ub798 \uc601\uc5c5\uc744 \uc704\ud574 \uc124\uacc4\ub41c \uae30\uc874\uc758 CRM \uc194\ub8e8\uc158\uc740 \uc774\ub7ec\ud55c \ubcf5\uc7a1\ud55c \ub124\ud2b8\uc6cc\ud06c\ub97c \ubaa8\ub378\ub9c1\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0\ub294 \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uc790\ubb38 \uc11c\ube44\uc2a4, \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c \ubc0f <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=\"5854\">\ub9c8\ucf00\ud305<\/a> \uc790\ub3d9\ud654\ub97c \ud558\ub098\uc758 \uc77c\uad00\ub41c \uace0\uac1d \uacbd\ud5d8\uc73c\ub85c \ud1b5\ud569\ud574\uc57c \ud569\ub2c8\ub2e4. \ubc14\ub85c \uc5ec\uae30\uc5d0\uc11c \ubaa9\uc801\uc5d0 \ub9de\uac8c \uad6c\ucd95\ub41c CRM\uc774 \uc790\uc0b0 \uad00\ub9ac\ub97c \ud601\uc2e0\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \ub3c4\uad6c\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-a-360-degree-view-for-high-net-worth-relationships\">\uace0\uc561 \uc790\uc0b0\uac00\ub97c \uc704\ud55c 360\ub3c4 \ubdf0 \uc124\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\ud3b8\ud654\ub41c \ub370\uc774\ud130\ub294 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uae30\uad00\uacfc \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0 \uc2e4\uc9c8\uc801\uc778 \uc704\ud5d8\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \uace0\uac1d \uc815\ubcf4\uac00 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8, \uc774\uba54\uc77c \uc2a4\ub808\ub4dc, \ub2e8\uc808\ub41c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c\uc5d0 \ud769\uc5b4\uc838 \uc788\uc73c\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc548\ubaa9 \uc788\ub294 \uace0\uac1d\uc5d0\uac8c \ud6a8\uacfc\uc801\uc73c\ub85c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc804\uccb4 \uc0c1\ud669\uc744 \ud30c\uc545\ud560 \uc218 \uc5c6\uac8c \ub429\ub2c8\ub2e4. \ub354 \uc2ec\uac01\ud55c \ubb38\uc81c\ub294 \uaddc\uc81c \uc2ec\uc0ac \uc911\uc5d0 \uc911\uc694\ud55c \ubb38\uc11c\ub97c \ucc3e\uc744 \uc218 \uc5c6\uc744 \ub54c \uaddc\uc815 \uc900\uc218 \uacf5\ubc31\uc774 \ubc1c\uc0dd\ud55c\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud1b5\ud569 CRM\uc740 \ubaa8\ub4e0 \ud300\uc6d0\uc774 \uac19\uc740 \uc815\ubcf4\ub97c \uacf5\uc720\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc5ec \uace0\uac1d\uc5d0\uac8c \ud604\uc7ac \uad00\uacc4 \uc0c1\ud0dc\uc5d0 \ub530\ub77c \uc77c\uad00\ub418\uace0 \uad00\ub828\uc131 \uc788\ub294 \uc815\ubcf4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. CRM \ub0b4\uc758 \ub370\uc774\ud130 \uc9d1\uacc4\ub294 \uc5ec\ub7ec \uc18c\uc2a4\uc758 \uc815\ubcf4\ub97c \uc561\uc138\uc2a4 \uac00\ub2a5\ud55c \ub2e8\uc77c \ud50c\ub7ab\ud3fc\uc73c\ub85c \ud1b5\ud569\ud558\ubbc0\ub85c \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d \uad00\uacc4\ub97c \uc885\ud569\uc801\uc73c\ub85c \ud30c\uc545\ud558\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-essential-data-elements-for-hnw-client-records\">HNW \uace0\uac1d \uae30\ub85d\uc758 \ud544\uc218 \ub370\uc774\ud130 \uc694\uc18c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc21c\uc790\uc0b0 \uac00\uce58\uac00 \ub192\uc740 \uace0\uac1d\uc744 \uc704\ud55c \ud3ec\uad04\uc801\uc778 CRM \uae30\ub85d\uc744 \ud655\ubcf4\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e0\uc6d0 \ubc0f \uac70\uc8fc\uc9c0 \uc815\ubcf4<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5ec\uad8c \uc0ac\ubcf8 \ubc0f \uad6d\uc801<\/li>\n\n\n\n<li>\ud604\uc7ac \uac70\uc8fc \uc0c1\ud0dc \ubc0f \uc138\uae08 \uac70\uc8fc\uc9c0<\/li>\n\n\n\n<li>\uac01 \uad00\ub828 \uad00\ud560 \uc9c0\uc5ed\uc758 \ub0a9\uc138\uc790 \uc2dd\ubcc4 \ubc88\ud638<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc7ac\ubb34 \ud504\ub85c\ud544<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud22c\uc790 \ubaa9\ud45c \ubc0f \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704<\/li>\n\n\n\n<li>\ubd80\uc758 \ucd9c\ucc98 \ubb38\uc11c<\/li>\n\n\n\n<li>\uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c(PEP) \uc0c1\ud0dc \ud50c\ub798\uadf8<\/li>\n\n\n\n<li>FATCA \ubc0f CRS \ubcf4\uace0 \uc758\ubb34<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad00\uacc4 \ucee8\ud14d\uc2a4\ud2b8<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubaa8\ub4e0 \ucc44\ub110\uc758 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d<\/li>\n\n\n\n<li>\uc5f0\ub77d \ube48\ub3c4 \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ubcf8 \uc124\uc815\uc5d0 \ub300\ud55c \uac1c\uc778 \uc124\uc815<\/li>\n\n\n\n<li>\ub2e4\uac00\uc624\ub294 \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8 \ub610\ub294 \uc8fc\uc694 \uc0dd\ud65c \ubcc0\ud654<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4\uc758 \uac15\ub825\ud55c \ubb38\uc11c \uad00\ub9ac \uae30\ub2a5\uc740 \ubaa8\ub4e0 \uace0\uac1d \uad00\ub828 \ubb38\uc11c\ub97c \uc548\uc804\ud558\uac8c \uc800\uc7a5\ud558\uace0 \uc815\ub9ac\ud558\uc5ec \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \uc911\uc694\ud55c \uc815\ubcf4\uc5d0 \uc27d\uac8c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-modeling-complex-households-and-structures\">\ubcf5\uc7a1\ud55c \uac00\uad6c \ubc0f \uad6c\uc870 \ubaa8\ub378\ub9c1\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">HNW \uad00\uacc4\ub294 \ud55c \uac1c\uc778\uc774 \uad00\uc5ec\ud558\ub294 \uacbd\uc6b0\uac00 \uac70\uc758 \uc5c6\uc2b5\ub2c8\ub2e4. CRM\uc740 \uc804\uccb4 \uc0dd\ud0dc\uacc4\ub97c \ubaa8\ub378\ub9c1\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub69c\ub837\ud55c \ud22c\uc790 \uc804\ub7b5\uc744 \uac00\uc9c4 \ubc30\uc6b0\uc790 \ubc0f \ud30c\ud2b8\ub108<\/li>\n\n\n\n<li>\ubbf8\ub798\uc758 \uc0c1\uc18d\uc778 \ub610\ub294 \ud604\uc7ac \uace0\uac1d\uc774 \ub420 \uc218 \uc788\ub294 \uc131\uc778 \uc790\ub140<\/li>\n\n\n\n<li>\uc5ec\ub7ec \uc138\ub300\uc5d0 \uac78\uccd0 \uc790\uc0b0\uc744 \uad00\ub9ac\ud558\ub294 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4<\/li>\n\n\n\n<li>\uc9c0\uc8fc \ud68c\uc0ac, \uc2e0\ud0c1 \ubc0f \uc790\uc120 \uc7ac\ub2e8<\/li>\n\n\n\n<li>\uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \uc911\uac1c\uc790<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4\uc5d0\uc11c \ud6a8\uacfc\uc801\uc778 \ubc95\uc778 \uad00\ub9ac\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uac01 \uace0\uac1d\uacfc \uc5f0\uacb0\ub41c \ub2e4\uc591\ud55c \ud68c\uc0ac, \uc2e0\ud0c1 \ubc0f \uc7ac\ub2e8\uc744 \ucd94\uc801\ud558\uace0 \uad00\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \uc0ac\uc6a9\ud558\uba74 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc774\ub7ec\ud55c \uc5f0\uacb0\uc744 \uadf8\ub798\ud53d \uacc4\uce35 \uad6c\uc870\ub85c \uc2dc\uac01\ud654\ud558\uc5ec \ubaa8\ub4e0 \ud300\uc6d0\uc774 \ud2b9\uc815 \ud328\ubc00\ub9ac\uc5d0 \ub300\ud55c \uc804\uccb4 \uc0c1\ud669\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-consolidated-net-worth-views\">\uc5f0\uacb0 \uc21c\uc790\uc0b0 \uc870\ud68c\uc218<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b9\ud788 UHNW \uace0\uac1d\uc758 \uacbd\uc6b0 \uc21c\uc790\uc0b0\uc740 \uae30\uc874 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud6e8\uc52c \ub6f0\uc5b4\ub118\uc2b5\ub2c8\ub2e4. \ucd5c\uc2e0 CRM\uc740 \uc774\ub97c \ud1b5\ud569\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5ec\ub7ec \uc218\ud0c1\uc0ac\uc5d0 \uac78\uce5c \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624<\/li>\n\n\n\n<li>\ubd80\ub3d9\uc0b0 \ud3c9\uac00 \ubc0f \ubcf4\uc720 \ubd80\ub3d9\uc0b0<\/li>\n\n\n\n<li>\uc0ac\ubaa8 \ud380\ub4dc \ubc0f \ubca4\ucc98 \ud22c\uc790<\/li>\n\n\n\n<li>\uc608\uc220\ud488, \uc218\uc9d1\ud488 \ubc0f \ub300\uccb4 \uc790\uc0b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ud1b5\ud569\ub41c \ud3ec\uc9c0\uc158\uc744 \ubcfc \uc218 \uc788\ub294 \ub2e8\uc77c \ub300\uc2dc\ubcf4\ub4dc\ub97c \uc81c\uacf5\ud558\uc5ec \ud22c\uc790 \uacb0\uc815\uc5d0 \ub300\ud55c \uc758\ubbf8 \uc788\ub294 \ub300\ud654\uc5d0 \ud544\uc694\ud55c \ucee8\ud14d\uc2a4\ud2b8\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub610\ud55c \uc774 \ud1b5\ud569 \ubcf4\uae30\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc758 \uace0\uc720\ud55c \ub2c8\uc988\uc5d0 \ub9de\ucdb0 \ub354 \ub9ce\uc740 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uc790\uc0b0 \ubc30\ubd84 \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-recording-soft-facts-for-personalization\">\uac1c\uc778\ud654\ub97c \uc704\ud55c \uc18c\ud504\ud2b8 \ud329\ud2b8 \uae30\ub85d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \ub370\uc774\ud130 \uc678\uc5d0\ub3c4 \uac00\uce58 \uc788\ub294 \uc778\uc0ac\uc774\ud2b8\ub294 \uc18c\ud504\ud2b8 \ud329\ud2b8\ub97c \ud3ec\ucc29\ud560 \ub54c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ucde8\ubbf8 \ubc0f \uac1c\uc778\uc801 \uad00\uc2ec\uc0ac<\/li>\n\n\n\n<li>\uc790\uc120 \ud65c\ub3d9 \uc6b0\uc120\uc21c\uc704 \ubc0f \uc790\uc120 \uae30\ubd80 \ub0b4\uc5ed<\/li>\n\n\n\n<li>\uc790\ub140 \ubc0f \uc190\uc790\ub140\ub97c \uc704\ud55c \uad50\uc721 \uacc4\ud68d<\/li>\n\n\n\n<li>\ube44\uc988\ub2c8\uc2a4 \ub9e4\uac01 \ub610\ub294 IPO\uc640 \uac19\uc740 \uc608\uc0c1\ub418\ub294 \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144 IPO \uc774\ud6c4 \uc0c8\ub85c \uc0c1\uc7a5\ud55c \ucc3d\uc5c5\uc790\ub97c \uc0dd\uac01\ud574 \ubd05\uc2dc\ub2e4. \uac11\uc791\uc2a4\ub7ec\uc6b4 \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8, \uc138\uae08 \uacc4\ud68d \uc694\uad6c \uc0ac\ud56d, \uc7a5\uae30\uc801\uc778 \ub808\uac70\uc2dc \ubaa9\ud45c\uc5d0 \ub300\ud55c \uc138\ubd80 \uc815\ubcf4\ub97c \uae30\ub85d\ud558\uba74 \uace0\uac1d\uc774 \ubb3b\uae30 \uc804\uc5d0 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc694\uad6c \uc0ac\ud56d\uc744 \uc608\uce21\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub77c\uc774\ud504\uc2a4\ud0c0\uc77c \uad00\ub9ac \uae30\ub2a5\uc774 \uc788\ub294 CRM \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc5ec\ud589, \uac00\uc871 \uae30\ub150\uc77c, \uac1c\uc778\uc801\uc778 \uc5f4\uc815 \ub4f1 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc758 \uad11\ubc94\uc704\ud55c \uc694\uad6c\uc640 \uc120\ud638\ub3c4\ub97c \ud30c\uc545\ud558\uc5ec \ubcf4\ub2e4 \ucd1d\uccb4\uc801\uc774\uace0 \uac1c\uc778\ud654\ub41c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-built-for-high-net-worth-clients\">\uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc744 \uc704\ud55c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \uad6c\ucd95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub610\ub294 \uc720\ub7fd \uc5f0\ud569\uc758 HNW \uace0\uac1d\uc744 \uc628\ubcf4\ub529\ud558\ub824\uba74 \uc218\uc2ed \uac1c\uc758 \ubb38\uc11c, \uc218\uc775 \uc18c\uc720\uc790 \ud655\uc778, \uc801\ud569\uc131 \ud3c9\uac00\uac00 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uacfc\uac70\uc5d0\ub294 \uba87 \uc8fc\uc529 \uac78\ub9ac\ub358 \uc791\uc5c5\uc744 \uc774\uc81c \ud6a8\uc728\uc131\uacfc \uaddc\uc815 \uc900\uc218\ub97c \ubaa8\ub450 \uace0\ub824\ud558\ub294 \ub514\uc9c0\ud138 \uc194\ub8e8\uc158\uc744 \ud1b5\ud574 \uac04\uc18c\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc790\ubb38\uac00\ub97c \uc704\ud55c CRM \ud50c\ub7ab\ud3fc\uc740 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc790\ub3d9\ud654\ud558\uc5ec \uc628\ubcf4\ub529 \ubc0f KYC \ud504\ub85c\uc138\uc2a4 \uc911 \uc218\uc791\uc5c5\uc744 \uc904\uc774\uace0 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac15\ub825\ud55c CRM \uc6cc\ud06c\ud50c\ub85c\ub294 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4 \uc804\ubc18\uc5d0 \uac78\uccd0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-branded-digital-onboarding-forms\">\ube0c\ub79c\ub4dc \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc591\uc2dd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ud1b5\ud574 \ud504\ub77c\uc774\ube57 \ubc45\ud06c\ub294 \ube0c\ub79c\ub4dc \uc815\uccb4\uc131\uc744 \ubc18\uc601\ud55c \uc628\ubcf4\ub529 \ud658\uacbd\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd94\ucc9c \uc815\ubcf4\ub97c \ud1b5\ud574 \uc591\uc2dd\uc744 \ubbf8\ub9ac \uc791\uc131\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uccab \ud1b5\ud654\ubd80\ud130 \uacc4\uc88c \uac1c\uc124\uae4c\uc9c0 \uac78\ub9ac\ub294 \uc2dc\uac04\uc744 \ud68d\uae30\uc801\uc73c\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub514\uc9c0\ud138 \uace0\uac1d \uc811\uc218 \ud504\ub85c\uc138\uc2a4\ub294 \uc628\ubcf4\ub529 \uacfc\uc815\uc5d0\uc11c \ud544\uc218 \uc815\ubcf4 \ubc0f \ubb38\uc11c \uc218\uc9d1\uc744 \uac04\uc18c\ud654\ud569\ub2c8\ub2e4. \uc774\uc804\uc5d0\ub294 \uba87 \uc8fc\uc5d0 \uac78\uccd0 \ud0dd\ubc30\ub97c \ubcf4\ub0b4\uace0 \uc218\uc791\uc5c5\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc785\ub825\ud574\uc57c \ud588\uc9c0\ub9cc \uc774\uc81c\ub294 \uba70\uce60\uc774\uba74 \ucda9\ubd84\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-kyc-workflows\">\uc790\ub3d9\ud654\ub41c KYC \uc6cc\ud06c\ud50c\ub85c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \uace0\uac1d\uad00\uacc4\uad00\ub9ac \uc194\ub8e8\uc158\uc740 \uace0\uac1d \ud30c\uc774\ud504\ub77c\uc778\uc5d0 \uc9c1\uc811 KYC\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ucea1\ucc98\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc548\uba74 \uc778\uc2dd \uc778\uc99d\uc774 \ud3ec\ud568\ub41c \uc2e0\ubd84\uc99d<\/li>\n\n\n\n<li>\uc8fc\uc18c \uc99d\uba85 \uc11c\ub958<\/li>\n\n\n\n<li>\ubaa8\ub4e0 \uad00\ub828 \uad00\ud560 \uc9c0\uc5ed\uc758 \ub0a9\uc138\uc790 \uc2dd\ubcc4 \ubc88\ud638<\/li>\n\n\n\n<li>FATCA \ubc0f CRS \uc0c1\ud0dc \uc2e0\uace0<\/li>\n\n\n\n<li>\uc2e0\ud0c1 \ubc0f \ud68c\uc0ac\ub97c \uc704\ud55c \uc218\uc775\uc801 \uc18c\uc720 \uad6c\uc870<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4 \ud1b5\ud569 \ub9ac\uc2a4\ud06c \ud504\ub85c\ud30c\uc77c\ub9c1\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 KYC \ud504\ub85c\uc138\uc2a4\uc758 \uc77c\ubd80\ub85c \uac01 \uace0\uac1d\uc758 \ub9ac\uc2a4\ud06c \uc218\uc900\uc744 \ud3c9\uac00\ud558\uace0 \ubb38\uc11c\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc790\ub3d9\ud654\ud558\uba74 \ubb38\uc11c \uc218\uc9d1 \ubc0f \ud655\uc778\uacfc \uac19\uc740 \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc744 \uc81c\uac70\ud558\uc5ec \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ub354 \uac00\uce58 \uc788\ub294 \ud65c\ub3d9\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-risk-based-due-diligence\">\uc704\ud5d8 \uae30\ubc18 \uc2e4\uc0ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uace0\uac1d\uc774 \ub3d9\uc77c\ud55c \uc704\ud5d8 \ud504\ub85c\ud544\uc744 \ubcf4\uc774\ub294 \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4. CRM\uc740 \uc5ec\ub7ec \uae30\uc900\uc5d0 \ub530\ub77c \uac15\ud654\ub41c \uc2e4\uc0ac \ub2e8\uacc4\ub97c \ud2b8\ub9ac\uac70\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uc704\ud5d8 \uad00\ud560 \uc9c0\uc5ed\uc758 \uace0\uac1d<\/li>\n\n\n\n<li>\uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c \uc0c1\ud0dc<\/li>\n\n\n\n<li>\uc2e4\uc18c\uc720\uc8fc\uac00 \ubd88\ubd84\uba85\ud55c \ubcf5\uc7a1\ud55c \uae30\uc5c5 \uad6c\uc870<\/li>\n\n\n\n<li>\ucd94\uac00 \ud655\uc778\uc774 \ud544\uc694\ud55c \uc7ac\uc0b0 \ucd9c\ucc98<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4\uc758 \uaddc\uc815 \uc900\uc218 \ubaa8\ub2c8\ud130\ub9c1 \ub3c4\uad6c\ub294 \uace0\uac1d \ud65c\ub3d9\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ucd94\uc801\ud558\uace0 \uc758\uc2ec\uc2a4\ub7ec\uc6b4 \ud589\ub3d9\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\ub3c4\ub85d \ud50c\ub798\uadf8\ub97c \uc9c0\uc815\ud558\uc5ec \uace0\uc704\ud5d8 \uace0\uac1d\uc5d0 \ub300\ud55c \uaddc\uc815 \uc694\uac74\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \uc900\uc218\ud558\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrated-compliance-checks\">\ud1b5\ud569 \uaddc\uc815 \uc900\uc218 \uc810\uac80<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 CRM \uc6cc\ud06c\ud50c\ub85c\ub294 \uaddc\uc815 \uc900\uc218 \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc640 \uc9c1\uc811 \ud1b5\ud569\ub429\ub2c8\ub2e4. InvestGlass\ub294 \ud1b5\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\ub144 \uc5c5\ub370\uc774\ud2b8\ub41c \uae00\ub85c\ubc8c \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc5d0 \ub300\ud55c \uc81c\uc7ac \ubaa9\ub85d \uc2ec\uc0ac<\/li>\n\n\n\n<li>\ud3c9\ud310 \uc704\ud5d8\uc5d0 \ub300\ud55c \ubd88\ub9ac\ud55c \ubbf8\ub514\uc5b4 \uac80\uc0c9(\ubd88\ub9ac\ud55c \ubbf8\ub514\uc5b4 \uc2a4\ud06c\ub9ac\ub2dd)<\/li>\n\n\n\n<li>\uc704\ud5d8 \ub4f1\uae09\uc5d0 \ub530\ub77c 1\ub144, 3\ub144 \ub610\ub294 5\ub144\ub9c8\ub2e4 \uc8fc\uae30\uc801\uc73c\ub85c KYC\ub97c \uac31\uc2e0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \uc0c1\ud669 \ubcc0\uacbd \uc2dc \uc790\ub3d9 \uc54c\ub9bc<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 HNW \uace0\uac1d\uc5d0\uac8c \ub370\uc774\ud130\uac00 \uc5b4\ub514\uc5d0 \uc800\uc7a5\ub418\ub294\uc9c0\ub294 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud558\ub294 InvestGlass\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \uc635\uc158\uc744 \ud1b5\ud574 \uc2a4\uc704\uc2a4 \ubbfc\uac04 \uc740\ud589 \ubc0f \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790\uc758 \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \uc0c1\uc8fc \uc694\uac74\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c\uc5d0 \ub300\ud55c \uc774\ub7ec\ud55c \ub178\ub825\uc740 \uc8fc\ub85c \ubbf8\uad6d \uae30\ubc18 \uc778\ud504\ub77c\uc5d0 \uc758\uc874\ud558\ub294 Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc\uc640 \uac19\uc740 \uacbd\uc7c1\uc5c5\uccb4\uc640 InvestGlass\ub97c \ucc28\ubcc4\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575-1024x585.webp\" alt=\"CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \uace0\uc561 \uc21c\uc790\uc0b0 \uace0\uac1d\uc744 \uad00\ub9ac\ud558\ub294 \ubc29\ubc95\" class=\"wp-image-48911\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575-1024x585.webp 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575-300x171.webp 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575-768x439.webp 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575-18x10.webp 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/19a35bec-3937-48df-964f-29c5543be575.webp 1344w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \uace0\uc561 \uc21c\uc790\uc0b0 \uace0\uac1d\uc744 \uad00\ub9ac\ud558\ub294 \ubc29\ubc95<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-personalizing-service-at-scale-with-crm-and-ai\">CRM \ubc0f AI\ub97c \ud1b5\ud55c \ub300\uaddc\ubaa8 \uc11c\ube44\uc2a4 \ub9de\ucda4\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">HNW \uace0\uac1d\uc740 \uc804\ud1b5\uc801\uc73c\ub85c UHNW \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0\uc11c \uc81c\uacf5\ud558\ub294 \uc218\uc900\uc758 \uac1c\uc778\ud654\ub41c \uacbd\ud5d8\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ub9ce\uc740 \uc790\uc0b0\uad00\ub9ac\uc0ac\ub4e4\uc774 200\uac1c \uc774\uc0c1\uc758 \uad00\uacc4\ub97c \ub3d9\uc2dc\uc5d0 \uad00\ub9ac\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. <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=\"5853\">\uc778\uacf5 \uc9c0\ub2a5<\/a> \uc2a4\ub9c8\ud2b8 CRM \uae30\ub2a5\uc740 \uc774\ub7ec\ud55c \uaca9\ucc28\ub97c \ud574\uc18c\ud569\ub2c8\ub2e4. CRM \ud50c\ub7ab\ud3fc\uc758 \uc608\uce21 \ubd84\uc11d\uc740 \uace0\uac1d \ud589\ub3d9\uc758 \ud328\ud134\uc744 \ud30c\uc545\ud558\uc5ec \uc0c1\ub2f4\uc0ac\uac00 \uace0\uac1d\uc758 \uc694\uad6c\ub97c \uc608\uce21\ud558\uace0 \uc120\uc81c\uc801\uc778 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uc744 \ubcf4\ub2e4 \uad00\ub828\uc131 \uc788\uace0 \uc2dc\uc758\uc801\uc808\ud558\uac8c \ub9cc\ub4e4\uc5b4 \uace0\uac1d \ucc38\uc5ec\ub3c4\ub97c \ub192\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uae30\ubc18 CRM \ub3c4\uad6c\ub294 \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc744 \uc790\ub3d9\ud654\ud558\uace0, \uad00\ub828 \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud558\uba70, \uac01 \uace0\uac1d\uc758 \uace0\uc720\ud55c \ud504\ub85c\ud544\uc5d0 \ub530\ub77c \ucc28\uc120\ucc45\uc744 \ucd94\ucc9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uace0\uae09 CRM \uc2dc\uc2a4\ud15c\uc740 AI\ub97c \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \uc120\ud638\ub3c4 \ubc0f \uc2dc\uc7a5 \uc6c0\uc9c1\uc784\uc758 \ucd94\uc138\ub97c \uc608\uce21\ud568\uc73c\ub85c\uc368 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc9c0\uc6d0 \ubc0f \ud22c\uc790 \uc804\ub7b5\uc744 \uac1c\uc120\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-personalization-means-in-practice\">\uac1c\uc778\ud654\uac00 \uc2e4\uc81c\ub85c \uc758\ubbf8\ud558\ub294 \uac83<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub294 \uc774\uba54\uc77c\uc5d0 \uace0\uac1d\uc758 \uc774\ub984\uc744 \uc0ac\uc6a9\ud558\ub294 \uac83 \uc774\uc0c1\uc758 \uc758\ubbf8\ub97c \uac16\uc2b5\ub2c8\ub2e4. \ub2e4\uc74c\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc0dd\uc77c \ubc0f \uae30\ub150\uc77c \uac10\uc0ac<\/li>\n\n\n\n<li>\ud2b9\uc815 \ubcf4\uc720 \uc885\ubaa9\uc5d0 \ub9de\ucd98 \uc2dc\uc7a5 \ud574\uc124<\/li>\n\n\n\n<li>2026\ub144\uc5d0 \uc608\uc815\ub41c \uc0ac\uc5c5 \ub9e4\uac01\uacfc \uac19\uc740 \ud5a5\ud6c4 \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8\uc5d0 \ub9de\ucd98 \uc81c\uc548\uc11c<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\ub3d9\uc131\uc774 \uba85\uc2dc\ub41c \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704\ub97c \ucd08\uacfc\ud558\ub294 \uacbd\uc6b0 \uc120\uc81c\uc801 \ub300\uc751<\/li>\n\n\n\n<li>\uba85\uc2dc\ub41c \uad00\uc2ec\uc0ac\uc640 \uc77c\uce58\ud558\ub294 \uc774\ubca4\ud2b8 \ucd08\ub300<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uac1c\uc778 \ub9de\ucda4\ud615 \uc11c\ube44\uc2a4\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \uc11c\ube44\uc2a4 \ucc28\ubcc4\ud654\ub97c \ub2ec\uc131\ud558\uace0 \uacbd\uc7c1\uc774 \uce58\uc5f4\ud55c \uc790\uc0b0 \uad00\ub9ac \uc2dc\uc7a5\uc5d0\uc11c \ub3cb\ubcf4\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-segmentation-for-targeted-outreach\">\ud0c0\uac9f\ud305\ub41c \uc544\uc6c3\ub9ac\uce58\ub97c \uc704\ud55c \uc138\ubd84\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ud0dc\uadf8 \ubc0f \uc138\ubd84\ud654\ub97c \ud1b5\ud574 \uc0c1\ub2f4\uc6d0\uc740 \uace0\uac1d\uc744 \uae30\uc900\uc73c\ub85c \uadf8\ub8f9\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud22c\uc790 \uac00\ub2a5\ud55c \uc790\uc0b0 \ubc0f \uc21c\uc790\uc0b0 \uacc4\uce35<\/li>\n\n\n\n<li>\uc704\ud5d8 \uc131\ud5a5 \ubc0f \ud22c\uc790 \ucca0\ud559<\/li>\n\n\n\n<li>\uc138\ub300\ubcc4 \ucf54\ud638\ud2b8(\uc2e0\ud765 \ubd80\uc720\uce35 \ub300 \uc740\ud1f4\uc790)<\/li>\n\n\n\n<li>\uac70\uc8fc \uad6d\uac00 \ubc0f \uad00\ub828 \uaddc\uc815<\/li>\n\n\n\n<li>\uc9c0\uc18d \uac00\ub2a5\ud55c \ud22c\uc790 \ub610\ub294 \uae30\uc220 \ubd80\ubb38 \ub178\ucd9c\uacfc \uac19\uc740 \uc8fc\uc81c\ubcc4 \uad00\uc2ec\uc0ac<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc138\ubd84\ud654\ub294 \uc77c\ubc18\uc801\uc778 \ub300\uc911 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774 \uc544\ub2cc \uacf5\uac10\uc744 \ubd88\ub7ec\uc77c\uc73c\ud0a4\ub294 \uc544\uc6c3\ub9ac\uce58 \ucea0\ud398\uc778\uc5d0 \ud798\uc744 \uc2e4\uc5b4\uc90d\ub2c8\ub2e4. \uc138\ubd84\ud654\ub97c \uae30\ubc18\uc73c\ub85c \ud55c \ud6a8\uacfc\uc801\uc778 \uace0\uac1d \ud0c0\uac9f\ud305\uc740 \uac01 \uace0\uac1d \uadf8\ub8f9\uc5d0 \ub300\ud55c \uad00\ub828\uc131\uc774 \ub192\uace0 \uc601\ud5a5\ub825 \uc788\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-powered-next-best-actions\">AI \uae30\ubc18 \ucc28\uc120\ucc45<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 CRM \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uc720 \ub370\uc774\ud130 \uc804\ubc18\uc744 \ubd84\uc11d\ud558\uc5ec \ucc28\uc120\ucc45\uc744 \uc81c\uc548\ud558\ub294 AI \uae30\ub2a5\uc744 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc2a4\ud15c\uc774 \ud50c\ub798\uadf8\ub97c \ud45c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\ub3d9\uc131\uc774 \uc815\uc758\ub41c \uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud558\ub294 \uacbd\uc6b0 \uac80\ud1a0 \uc608\uc57d\ud558\uae30<\/li>\n\n\n\n<li>\ud604\uae08 \uc794\uc561\uc774 \uc9c0\uc815\ub41c \uae08\uc561 \uc774\uc0c1\uc73c\ub85c \uc99d\uac00\ud558\uba74 \uc5f0\ub77d\ud558\uae30<\/li>\n\n\n\n<li>\uc778\uc0dd\uc758 \uc8fc\uc694 \uc774\uc815\ud45c\uac00 \ub2e4\uac00\uc624\ub294 \uace0\uac1d\uc5d0\uac8c \uc5f0\ub77d<\/li>\n\n\n\n<li>\uc18c\ubaa8\uc131 \uc704\ud5d8 \uc9d5\ud6c4\uac00 \ubcf4\uc774\ub294 \uad00\uacc4 \uc6b0\uc120\uc21c\uc704 \uc9c0\uc815<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc0ac\uc804 \uc608\ubc29\uc801 \uc870\uce58\ub294 \uace0\uac1d\uc774 \uc774\ud0c8\uc744 \uace0\ub824\ud558\uae30 \uc804\uc5d0 \uace0\uac1d\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \ud574\uacb0\ud558\uc5ec \uace0\uac1d \uc720\uc9c0\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-campaign-examples\">\uc790\ub3d9\ud654\ub41c \ucea0\ud398\uc778 \uc608\uc2dc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc804\ubb38\uac00\ub4e4\uc740 CRM \ub370\uc774\ud130\uc5d0\uc11c \uc9c1\uc811 \uc790\ub3d9\ud654\ub41c \ucea0\ud398\uc778\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2020\ub144 \uc774\ud6c4 \ud68c\uc0ac\ub97c \ub9e4\uac01\ud55c \uae30\uc5c5\uac00\ub97c \uc704\ud55c \ubd84\uae30\ubcc4 \ud3b8\uc9c0 \uc2dc\ub9ac\uc988<\/li>\n\n\n\n<li>\ucde8\ub9ac\ud788\uc640 \ub7f0\ub358 \uc0ac\uc774\uc5d0 \uac70\uc8fc\ud558\ub294 \uace0\uac1d\uc744 \uc704\ud55c 2026\ub144 \uc138\uae08 \uacc4\ud68d \uc21c\uc11c<\/li>\n\n\n\n<li>\uc139\ud130\ubcc4 \ubcc0\ub3d9\uc131\uc5d0 \ub530\ub77c \ud2b8\ub9ac\uac70\ub418\ub294 \uc2dc\uc7a5 \uc5c5\ub370\uc774\ud2b8 \uc2dc\ud000\uc2a4<\/li>\n\n\n\n<li>\uc9c0\uc18d \uac00\ub2a5\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \uad00\uc2ec\uc744 \ud45c\uba85\ud558\ub294 \uc2e0\uaddc \ub9ac\ub4dc\ub97c \uc704\ud55c \uad50\uc721 \ucf58\ud150\uce20<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ud50c\ub7ab\ud3fc \ub0b4 \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc774\ub7ec\ud55c \ud0c0\uac9f\ud305 \ucea0\ud398\uc778\uc744 \ub300\uaddc\ubaa8\ub85c \ud6a8\uc728\uc801\uc73c\ub85c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-application\">\uc2e4\uc81c \uc801\uc6a9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac11\uc791\uc2a4\ub7ec\uc6b4 \uc2dc\uc7a5 \uc870\uc815\uc5d0 \uc9c1\uba74\ud55c \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc0dd\uac01\ud574 \ubcf4\uc138\uc694. AI\ub294 200\uac1c\uc758 \uace0\uac1d \ud30c\uc77c\uc744 \uc218\ub3d9\uc73c\ub85c \uac80\ud1a0\ud558\ub294 \ub300\uc2e0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub178\ucd9c, \ucd5c\uadfc \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d, \uace0\uac1d \ubd88\uc548 \uc9c0\ud45c\ub97c \uae30\ubc18\uc73c\ub85c \uac00\uc7a5 \uc911\uc694\ud55c 10\uac1c\uc758 \ud1b5\ud654\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \uc9c0\uc815\ud558\ub294 \uba54\uc2dc\uc9c0\ub97c \ud45c\uc2dc\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uac1d\uc774 \uc548\uc2ec\uc774 \ud544\uc694\ud560 \ub54c \uc815\ud655\ud558\uac8c \ub9de\ucda4\ud654\ub41c \uad00\uc2ec\uc744 \uc804\ub2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4\uc758 \uace0\uac1d \uc6b0\uc120\uc21c\uc704 \uc9c0\uc815 \ub3c4\uad6c\ub294 \uc0c1\ub2f4\uc6d0\uc774 \uc911\uc694\ud55c \uc2dc\uae30\uc5d0 \uac00\uc7a5 \ud544\uc694\ud55c \uace0\uac1d\uc5d0\uac8c \uc2dc\uac04\uacfc \ub9ac\uc18c\uc2a4\ub97c \ud560\ub2f9\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-building-proactive-reviews-and-lifecycle-management\">\uc0ac\uc804 \uc608\ubc29\uc801 \uac80\ud1a0 \ubc0f \uc218\uba85 \uc8fc\uae30 \uad00\ub9ac \uad6c\ucd95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uc561 \uc790\uc0b0\uac00\uc640\uc758 \uad00\uacc4\ub294 \uc218\uc2ed \ub144, \uc5ec\ub7ec \uc138\ub300\uc5d0 \uac78\uccd0 \uc9c0\uc18d\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc740 \uc628\ubcf4\ub529\ubd80\ud130 \uc2b9\uacc4 \uacc4\ud68d\uae4c\uc9c0 \uc804\uccb4 \uad00\uacc4 \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc744 \uc9c0\uc6d0\ud558\uc5ec \uace0\uac1d \uc5ec\uc815\uc758 \ubaa8\ub4e0 \ub2e8\uacc4\ub97c \ud6a8\uc728\uc801\uc774\uace0 \ub2a5\ub3d9\uc801\uc73c\ub85c \uad00\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc7a5\uae30\uc801\uc778 \ud30c\ud2b8\ub108\uc2ed\uc744 \uad00\ub9ac\ud558\ub824\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uae30\uc5b5\uc5d0\ub9cc \uc758\uc874\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c CRM \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uc9c0\uc6d0\ud558\ub294 \uccb4\uacc4\uc801\uc778 \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uad00\ub9ac\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configuring-review-workflows\">\uac80\ud1a0 \uc6cc\ud06c\ud50c\ub85c \uad6c\uc131<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \uc5f0\uac04 \ubc0f \ubc18\uae30\ubcc4 \uac80\ud1a0 \ud504\ub85c\uc138\uc2a4\ub97c \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac01 \ud074\ub77c\uc774\uc5b8\ud2b8 \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub300\ud55c \ud45c\uc900\ud654\ub41c \uc791\uc5c5 \uc21c\uc11c<\/li>\n\n\n\n<li>\uaddc\uc815 \ud0c0\uc784\ub77c\uc778\uc5d0 \ub530\ub978 \ubb38\uc11c \uc0c8\ub85c \uace0\uce68 \uc694\uad6c \uc0ac\ud56d<\/li>\n\n\n\n<li>\ucc3d\uc5c5\uc790, \ud1f4\uc9c1\uc790, \uc0c1\uc18d\uc778 \uac01\uac01\uc5d0 \ub9de\uac8c \ub9de\ucda4\ud654\ub41c \uc548\uac74 \ud15c\ud50c\ub9bf<\/li>\n\n\n\n<li>\uad00\uacc4 \uae30\ub150\uc77c\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \uc790\ub3d9 \uc77c\uc815 \uc124\uc815<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\uad00\ub41c \uac80\ud1a0 \uc8fc\uae30\ub97c \uc124\uc815\ud558\uba74 \ubaa8\ub4e0 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc774 \uc801\uc2dc\uc5d0 \ucca0\uc800\ud55c \uad00\ub9ac\ub97c \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-tracking-key-dates-and-triggers\">\uc8fc\uc694 \ub0a0\uc9dc \ubc0f \ud2b8\ub9ac\uac70 \ucd94\uc801<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc740 \uc911\uc694\ud55c \ub0a0\uc9dc\uc5d0 \ub300\ud55c \uae30\uad00\uc758 \uba54\ubaa8\ub9ac\uac00 \ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2a4\ud1a1\uc635\uc158 \ud589\uc0ac \uc77c\uc815(\uc608: 2027\ub144\uc5d0 \ub9cc\uae30\ub418\ub294 \uc911\uc694\ud55c \ubcf4\uc870\uae08)<\/li>\n\n\n\n<li>\uc608\uc0c1\ub418\ub294 \ube44\uc988\ub2c8\uc2a4 \ub9e4\uac01 \ub610\ub294 \uc2b9\uacc4 \uc77c\uc815<\/li>\n\n\n\n<li>\uc0c1\uc18d \uc774\ubca4\ud2b8 \ub610\ub294 \uc2e0\ud0c1 \ubc30\ud3ec \ub0a0\uc9dc<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \uac80\ud1a0\uc5d0 \ub300\ud55c \uaddc\uc815 \ub9c8\uac10\uc77c<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automating-compliance-reminders\">\uaddc\uc815 \uc900\uc218 \uc54c\ub9bc \uc790\ub3d9\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc5b4\ub5a4 \uac83\ub3c4 \ub193\uce58\uc9c0 \uc54a\uace0 \ucc98\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud22c\uc790 \uc815\ucc45 \uc120\uc5b8\ubb38 \uac31\uc2e0<\/li>\n\n\n\n<li>\ubb3c\uc9c8 \uc218\uba85 \ubcc0\ud654\uc5d0 \ub530\ub978 \uc801\ud569\uc131 \uc124\ubb38\uc9c0 \uc5c5\ub370\uc774\ud2b8<\/li>\n\n\n\n<li>\uc911\uc694\ud55c \uc2dc\uc7a5 \uc774\ubca4\ud2b8 \ubc1c\uc0dd \ud6c4 \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704 \uc7ac\ud3c9\uac00<\/li>\n\n\n\n<li>\uce98\ub9b0\ub354 \ub0a0\uc9dc \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\uacbd \uc0ac\ud56d\uacfc \uc5f0\uacc4\ub41c \uac80\ud1a0 \uc758\ubb34\ud654<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c CRM\uc5d0\uc11c \uc0dd\uc131\ub418\ub294 \uaddc\uc81c \uc54c\ub9bc\uc740 \uc0c1\ub2f4\uc0ac\uac00 \uaddc\uc815 \uc900\uc218 \uae30\ud55c\uacfc \uc694\uad6c \uc0ac\ud56d\uc744 \ubbf8\ub9ac \ud30c\uc545\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-a-multi-step-lifecycle-illustration\">\ub2e4\ub2e8\uacc4 \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc77c\ub7ec\uc2a4\ud2b8\ub808\uc774\uc158<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uac04 \uacbd\uacfc\uc5d0 \ub530\ub978 \ub2e8\uc77c \uace0\uac1d \uad00\uacc4\ub97c \ucd94\uc801\ud558\ub294 \uac83\uc744 \uace0\ub824\ud574 \ubcf4\uc138\uc694:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uccab \ud574:<\/strong> <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=\"5852\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, \uace0\uac1d\uc2e0\uc6d0\ud655\uc778(KYC) \uc644\ub8cc, \ucd08\uae30 \ud22c\uc790 \uc815\ucc45 \uc218\ub9bd<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3\ub144\ucc28:<\/strong> \uace0\uac1d\uc774 \ubd80\ub3d9\uc0b0 \uc778\uc218\ub97c \uc704\ud55c \ub808\ubc84\ub9ac\uc9c0\ub97c \ubaa8\uc0c9\ud560 \ub54c \uc2e0\uc6a9 \ud55c\ub3c4 \ub17c\uc758<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>7\ub144\ucc28:<\/strong> \ubd80\uc758 \ucd95\uc801\uc5d0 \ub530\ub978 \uc790\uc120 \uc790\ubb38 \uc11c\ube44\uc2a4 \uc18c\uac1c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc5f4\ub450 \ubc88\uc9f8 \ud574:<\/strong> \uc131\uc778 \uc790\ub140\uac00 \uace0\uac1d\uc774 \ub418\ub294 \ucc28\uc138\ub300 \ucc38\uc5ec, \uc138\ub300 \uac04 \uc774\ub3d9\uc774 \ud575\uc2ec \uace0\ub824 \uc0ac\ud56d\uc73c\ub85c \ub5a0\uc624\ub984<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>15\ub144\ucc28:<\/strong> \uc6d0\ud65c\ud55c \uc790\uc0b0 \uc774\uc804\uc744 \uc704\ud55c \uc2b9\uacc4 \uacc4\ud68d \ub300\ud654, \uc2e0\ud0c1 \uc7ac\uad6c\uc131, \uc138\ub300 \uac04 \uc774\uc804 \ubb38\uc81c \ud574\uacb0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uc811\uc810\ub9c8\ub2e4 \uac00\uacc4 \uae30\ub85d\uc5d0 \ub300\ud55c \ub85c\uadf8\ub97c \uae30\ub85d\ud558\uc5ec \ub0b4\ubd80 \uac10\uc0ac \ubc0f FINMA\uc640 \uac19\uc740 \uc678\ubd80 \uaddc\uc81c \uae30\uad00\uc5d0 \uc77c\uad00\ub41c \uad00\ub9ac\uc758 \uc99d\uac70\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-compliance-risk-and-data-sovereignty-inside-the-crm\">CRM \ub0b4\ubd80\uc758 \uaddc\uc815 \uc900\uc218, \uc704\ud5d8 \ubc0f \ub370\uc774\ud130 \uc8fc\uad8c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\ub4e4\uc740 \uc810\uc810 \ub354 \uc790\uc2e0\uc758 \ub370\uc774\ud130\uac00 \uc5b4\ub514\uc5d0 \uc5b4\ub5bb\uac8c \uc800\uc7a5\ub418\ub294\uc9c0\uc5d0 \ub300\ud574 \uc790\uc138\ud788 \uc9c8\ubb38\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc6b0\ub824\ub294 \uae08\uc735 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uac00 \ubb38\ud654\uc801\uc73c\ub85c \uc911\uc694\ud55c \uc2a4\uc704\uc2a4, \ub8e9\uc148\ubd80\ub974\ud06c, \ubaa8\ub098\ucf54\uc5d0 \uac70\uc8fc\ud558\ub294 \uace0\uac1d\uc758 \uacbd\uc6b0 \ub354\uc6b1 \uc2ec\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4\uc758 \uac15\ub825\ud55c \ub370\uc774\ud130 \uac70\ubc84\ub10c\uc2a4 \uad00\ud589\uc744 \ud1b5\ud574 \uace0\uac1d \uc815\ubcf4\ub97c \uaddc\uc81c \uc694\uac74\uc5d0 \ub530\ub77c \uc548\uc804\ud558\uac8c \uad00\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-explained\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c \uc124\uba85<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ubc95\ub960\uc774 \uc801\uc6a9\ub418\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc5d0 \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uc5ec \uace0\uac1d\uacfc \uaddc\uc81c \uae30\uad00\uc774 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc218\uc900\uc758 \ubcf4\ud638\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud2b9\ud788 \ubbfc\uac10\ud55c \uae30\uad00\uc744 \uc704\ud574 InvestGlass\ub294 \ud504\ub77c\uc774\ube57 \ud074\ub77c\uc6b0\ub4dc \ub610\ub294 \uc804\uccb4 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\ub97c \uc81c\uacf5\ud558\uc5ec \uace0\uac1d \uc815\ubcf4\uac00 \uc9c0\uc815\ub41c \uc9c0\ub9ac\uc801 \uacbd\uacc4\ub97c \ubc97\uc5b4\ub098\uc9c0 \uc54a\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc30\ud3ec \uc635\uc158\uc744 \ud1b5\ud574 \uae30\uad00\uc740 \ubaa8\ub4e0 \ubbfc\uac10\ud55c \ub370\uc774\ud130\ub97c \ud544\uc694\ud55c \uad00\ud560\uad8c \ub0b4\uc5d0 \ubcf4\uad00\ud568\uc73c\ub85c\uc368 \ub370\uc774\ud130 \ud604\uc9c0\ud654 \uc694\uac74\uc744 \uc900\uc218\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-comprehensive-audit-trails\">\ud3ec\uad04\uc801\uc778 \uac10\uc0ac \ucd94\uc801<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4\uc758 \ubaa8\ub4e0 \ubcc0\uacbd \uc0ac\ud56d\uc740 \uc601\uad6c \uae30\ub85d\uc73c\ub85c \ub0a8\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud0c0\uc784\uc2a4\ud0ec\ud504 \ubc0f \uc0ac\uc6a9\uc790 \uc5b4\ud2b8\ub9ac\ubdf0\uc158\uc73c\ub85c \ud504\ub85c\ud544 \uc218\uc815\ud558\uae30<\/li>\n\n\n\n<li>\uc704\uc784 \uc870\uc815 \ubc0f \uad8c\ud55c \ubd80\uc5ec \uccb4\uc778<\/li>\n\n\n\n<li>\uc704\ud5d8 \uc810\uc218 \ubcc0\uacbd \ubc0f \uc815\ub2f9\ud654<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \uc124\ubb38 \uc751\ub2f5 \ubc0f \uc5c5\ub370\uc774\ud2b8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uac10\uc0ac \ucd94\uc801\uc740 FINMA \ub610\ub294 CSSF \uac80\uc0ac \uc2dc \uc77c\uad00\ub41c \uaddc\uc815 \uc900\uc218 \uc5ec\ubd80\ub97c \uc785\uc99d\ud558\ub294 \ub370 \ub9e4\uc6b0 \uc720\uc6a9\ud569\ub2c8\ub2e4. CRM\uc5d0 \uc0c1\uc138\ud55c \uae30\ub85d\uc744 \uc720\uc9c0\ud558\uba74 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uac00 \uc9c0\uc18d\uc801\uc73c\ub85c \uac10\uc0ac\uc5d0 \ub300\ube44\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configurable-compliance-workflows\">\uad6c\uc131 \uac00\ub2a5\ud55c \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\ub294 \uac15\ub825\ud55c \uc81c\uc5b4\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \uc774\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc9c0\uc815\ub41c \uc784\uacc4\uac12(\uc608: \uc790\uc0b0 1,000\ub9cc \ub2ec\ub7ec) \uc774\uc0c1\uc758 \uad00\uacc4\uc5d0 \ub300\ud574 \ub124 \uac1c\uc758 \ub208\uc73c\ub85c \uc694\uac74\uc744 \uac80\ud1a0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud2b9\uc815 \uc704\ud5d8 \ud50c\ub798\uadf8\uac00 \uc788\ub294 \uace0\uac1d\uc5d0 \ub300\ud55c \ud544\uc218 \uaddc\uc815 \uc900\uc218 \uc2b9\uc778<\/li>\n\n\n\n<li>PEP \uad00\uacc4\uc5d0 \ub300\ud55c \uc790\ub3d9 \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uacbd\ub85c(\uaddc\uc815 \uc900\uc218 \uc5d0\uc2a4\uceec\ub808\uc774\uc158)<\/li>\n\n\n\n<li>\uc644\ub8cc\ub420 \ub54c\uae4c\uc9c0 \uc9c4\ud589\uc744 \ucc28\ub2e8\ud558\ub294 \ubb38\uc11c \uc694\uad6c \uc0ac\ud56d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integration-with-monitoring-systems\">\ubaa8\ub2c8\ud130\ub9c1 \uc2dc\uc2a4\ud15c\uacfc \ud1b5\ud569<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub370\uc774\ud130\ub294 \uac70\ub798 \ubaa8\ub2c8\ud130\ub9c1 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c\uc640 \uc5f0\uacb0\ud558\uc5ec \ud50c\ub798\uadf8\ub97c \uc9c0\uc815\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ube44\uc815\uc0c1\uc801\uc778 \ud65c\ub3d9 \ud328\ud134(\uac70\ub798 \uac10\uc2dc)<\/li>\n\n\n\n<li>\uc704\uc784 \ud55c\ub3c4\ub97c \ucd08\uacfc\ud558\ub294 \ub18d\ub3c4 \uc704\ud5d8<\/li>\n\n\n\n<li>\ud22c\uc790 \uc81c\ud55c \uc704\ubc18<\/li>\n\n\n\n<li>\uad6d\uacbd \uac04 \uc790\ubb38 \ubb38\uc81c<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-addressing-current-regulatory-themes\">\ud604\uc7ac \uaddc\uc81c \ud14c\ub9c8 \ud574\uacb0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0 \uc9c0\uce68\uc5d0 \ub300\ud55c 2024\ub144 \uc5c5\ub370\uc774\ud2b8\uc640 \uc720\ub7fd \uacbd\uc81c \uc9c0\uc5ed\uc758 \uc9c4\ud654\ud558\ub294 \uad6d\uacbd \uac04 \uc790\ubb38 \uaddc\uce59\uacfc \uac19\uc740 \ucd5c\uadfc\uc758 \ubc1c\uc804\uc740 \uc9c0\uc18d\uc801\uc778 \uacbd\uacc4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. InvestGlass \ud15c\ud50c\ub9bf\uc740 \uc774\ub7ec\ud55c \uaddc\uc81c \ubcc0\ud654\uc5d0 \ub9de\ucdb0 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uc624\ub798\ub41c \uc808\ucc28\uac00 \uc544\ub2cc \ucd5c\uc2e0 \uc694\uad6c\uc0ac\ud56d\uc744 \ubc18\uc601\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \ubcc0\ud654\ud558\ub294 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub530\ub77c \uc815\ud655\ud558\uace0 \uc2dc\uae30\uc801\uc808\ud55c \uaddc\uc81c \ubcf4\uace0\ub97c \uc9c0\uc6d0\ud558\ub3c4\ub85d CRM \ud15c\ud50c\ub9bf\uc744 \uad6c\uc131\ud560 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-integrating-crm-with-portfolio-management-and-client-portals\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uace0\uac1d \ud3ec\ud138\uacfc CRM \ud1b5\ud569<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc0ac\uc5d0\uac8c\ub294 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130, \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc5f0\uacb0\ud558\ub294 \ud558\ub098\uc758 \uc77c\uad00\ub41c \uc5c5\ubb34 \uacf5\uac04\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ub2e8\uc808\ub41c \uc138 \uac1c\uc758 \uc2dc\uc2a4\ud15c\uc740 \ub9c8\ucc30\uacfc \uc624\ub958\ub97c \uc77c\uc73c\ud0a4\uace0 \uace0\uac1d\uc744 \ubd88\ub9cc\uc871\uc2a4\ub7fd\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6d0\ud65c\ud55c \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uae30 \uc704\ud574\uc11c\ub294 CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uace0\uac1d \ud3ec\ud138 \uac04\uc758 \uc2dc\uc2a4\ud15c \uc0c1\ud638 \uc6b4\uc6a9\uc131\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c CRM \ud50c\ub7ab\ud3fc\uc740 \uace0\uac1d \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \ucf58\ud150\uce20\uc640 \ucf5c\ud22c\uc561\uc158\uc744 \uc870\uc815\ud558\uc5ec \uc6f9\uc0ac\uc774\ud2b8 \ud398\uc774\uc9c0\ub97c \uac1c\uc778\ud654\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \ucc38\uc5ec\ub3c4\ub97c \ub192\uc774\uace0 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-unified-advisor-workspace\">\ud1b5\ud569 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc6cc\ud06c\uc2a4\ud398\uc774\uc2a4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub2e8\uc77c \uc778\ud130\ud398\uc774\uc2a4\uc5d0\uc11c CRM\uacfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud604\uc7ac \ud3ec\uc9c0\uc158 \ubc0f \uc790\uc0b0 \ubc30\ubd84<\/li>\n\n\n\n<li>\uc131\uacfc \uc9c0\ud45c \ubc0f \uc5b4\ud2b8\ub9ac\ubdf0\uc158 \ubd84\uc11d<\/li>\n\n\n\n<li>\uc704\ud5d8 \ub178\ucd9c \ub300\uc2dc\ubcf4\ub4dc<\/li>\n\n\n\n<li>\ud68c\uc758 \ub178\ud2b8 \ubc0f \uc791\uc5c5 \ubaa9\ub85d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud1b5\ud569\uc73c\ub85c \uc0c1\ub2f4\uc0ac\uc758 \uc2dc\uac04\uc744 \ub0ad\ube44\ud558\uace0 \uc624\ub958\ub97c \uc720\ubc1c\ud558\ub294 \ucee8\ud14d\uc2a4\ud2b8 \uc804\ud658\uc774 \uc0ac\ub77c\uc9d1\ub2c8\ub2e4. \ud1b5\ud569\ub41c \uc791\uc5c5 \uacf5\uac04\uc740 \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc744 \uac04\uc18c\ud654\ud558\uc5ec \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc0dd\uc0b0\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uace0, \ud55c \uacf3\uc5d0\uc11c \uace0\uac1d \uc815\ubcf4\uc640 \uc791\uc5c5\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \uad00\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-client-portal-experience\">\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \uacbd\ud5d8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc548\uc804\ud55c \uace0\uac1d \ud3ec\ud138\uc740 HNW \uace0\uac1d\uacfc\uc758 \uad00\uacc4\ub97c \uc704\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \ud601\uc2e0\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc6f9\uacfc \ubaa8\ubc14\uc77c\uc744 \ud1b5\ud574 \uc561\uc138\uc2a4 \uac00\ub2a5\ud55c \uc2e4\uc2dc\uac04 \uc131\ub2a5 \ub300\uc2dc\ubcf4\ub4dc<\/li>\n\n\n\n<li>\ubbfc\uac10\ud55c \uc790\ub8cc\ub97c \uc704\ud55c \uc548\uc804\ud55c \ubb38\uc11c \uacf5\uc720<\/li>\n\n\n\n<li>\uc784\uc758 \uc704\uc784 \uc2b9\uc778\uc744 \uc704\ud55c \uc804\uc790 \uc11c\uba85 \uae30\ub2a5<\/li>\n\n\n\n<li>\uc548\uc804\ud558\uc9c0 \uc54a\uc740 \uc774\uba54\uc77c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ub300\uccb4\ud558\ub294 \uc554\ud638\ud654\ub41c \uba54\uc2dc\uc9d5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uae30\ub2a5\uc744 \uc885\ud569\ud558\uc5ec \ud0c1\uc6d4\ud55c \ub514\uc9c0\ud138 \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \ud3b8\uc758\uc131, \ubcf4\uc548, \uc6d0\ud65c\ud55c \uc0c1\ud638 \uc791\uc6a9\uc5d0 \ub300\ud55c \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc758 \ub192\uc740 \uae30\ub300\uce58\ub97c \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-documents-exchanged-through-the-portal\">\ud3ec\ud138\uc744 \ud1b5\ud574 \uad50\ud658\ub418\ub294 \ubb38\uc11c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud138\uc740 \uc911\uc694\ud55c \ubb38\uc11c \uad50\ud658\uc758 \ud5c8\ube0c\uac00 \ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2024 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc11c \ubc0f \uc5f0\uacb0 \uc7ac\ubb34\uc81c\ud45c<\/li>\n\n\n\n<li>\ub300\ucd9c \uacc4\uc57d \ubc0f \uc2e0\uc6a9 \uc2dc\uc124 \ubb38\uc11c<\/li>\n\n\n\n<li>\uc138\uae08 \uc11c\uc2e0 \ubc0f \ubcf4\uace0 \ud328\ud0a4\uc9c0<\/li>\n\n\n\n<li>\uc2e0\ud0c1 \uc99d\uc11c \ubc0f \uae30\uc5c5 \ubb38\uc11c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \ubb38\uc11c\ub294 CRM \ub808\ucf54\ub4dc\uc5d0 \ub2e4\uc2dc \uc5f0\uacb0\ub418\uc5b4 \uc644\uc804\ud55c \uad00\uacc4 \uae30\ub85d\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4. \ud1b5\ud569 \ubb38\uc11c \uc6cc\ud06c\ud50c\ub85c \uae30\ub2a5\uc73c\ub85c \uace0\uac1d \ubb38\uc11c\ub97c \uacf5\uc720, \uc2b9\uc778, \ubcf4\uad00\ud558\ub294 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-banking-integration\">\ucf54\uc5b4 \ubc45\ud0b9 \ud1b5\ud569<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud575\uc2ec \uc740\ud589 \ubc0f \uc218\ud0c1 \uc2dc\uc2a4\ud15c\uacfc \uc5f0\uacb0\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubcf4\uc720\uc790\uc0b0 \ubc0f \ud604\uae08 \ud3ec\uc9c0\uc158 \uc790\ub3d9 \uc5c5\ub370\uc774\ud2b8<\/li>\n\n\n\n<li>\uad00\uacc4 \uad00\ub9ac\uc790\uc758 \uc218\ub3d9 \uc870\uc815 \uc791\uc5c5 \uac10\uc18c<\/li>\n\n\n\n<li>\uacb0\uc81c \ubc0f \uac70\ub798 \uc0c1\ud0dc\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \uac00\uc2dc\uc131 \ud655\ubcf4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uacfc \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c \uac04\uc758 \uc2e4\uc2dc\uac04 \ub370\uc774\ud130 \ub3d9\uae30\ud654\ub97c \ud1b5\ud574 \uace0\uac1d \uc815\ubcf4\uc758 \uc815\ud655\uc131\uacfc \uc77c\uad00\uc131\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-privacy-advantages\">\uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638\uc758 \uc774\uc810<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud3ec\ud138\uc740 \uae30\uc874 \uc774\uba54\uc77c\uc744 \ud1b5\ud574 \ubbfc\uac10\ud55c \uc815\ubcf4\ub97c \uc804\uc1a1\ud558\ub294 \uac83\ubcf4\ub2e4 \uc0c1\ub2f9\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc790\uc2e0\uc758 \uc9c4\uc220\uacfc \ubb38\uc11c\uac00 \uc2a4\uc704\uc2a4 \ubc95\ub960\uc774 \uc801\uc6a9\ub418\ub294 \uc548\uc804\ud55c \ud658\uacbd\uc5d0\uc11c \ubcf4\ud638\ub41c\ub2e4\ub294 \uc810\uc744 \ub192\uc774 \ud3c9\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud138\uc758 \ubcf4\uc548 \ud1b5\uc2e0 \uae30\ub2a5\uc740 \ubb34\ub2e8 \uc561\uc138\uc2a4\ub85c\ubd80\ud130 \ubbfc\uac10\ud55c \uace0\uac1d \uc815\ubcf4\ub97c \ubcf4\ud638\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-practical-steps-to-implement-a-hnw-focused-crm-strategy\">HNW \uc911\uc2ec\uc758 CRM \uc804\ub7b5\uc744 \uad6c\ud604\ud558\uae30 \uc704\ud55c \uc2e4\uc6a9\uc801\uc778 \ub2e8\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc220\ub9cc\uc73c\ub85c\ub294 \uace0\uac1d \uad00\uacc4\ub97c \ud601\uc2e0\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uae30\uad00\uacfc \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 CRM \ud601\uc2e0\uc744 \uc704\ud55c \uba85\ud655\ud55c \uc2e4\ud589 \uacc4\ud68d\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\uacf5\uc801\uc778 CRM \uad6c\ud604\uc740 \ucc44\ud0dd\uacfc \uc7a5\uae30\uc801\uc778 \uc131\uacf5\uc744 \ubcf4\uc7a5\ud558\uae30 \uc704\ud55c \uac15\ub825\ud55c \ubcc0\ud654 \uad00\ub9ac \uad00\ud589\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc21c\uc790\uc0b0 \uac00\uce58\uac00 \ub192\uc740 \uace0\uac1d\uc744 \uc704\ud55c \ub9de\ucda4\ud615 CRM \uc804\ub7b5\uc744 \uad6c\ud604\ud558\uba74 \uace0\uac1d \uad00\uacc4\ub97c \ucd5c\uc801\ud654\ud558\uace0 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc790\ub3d9\ud654\ud558\uba70 \uc2e4\ud589 \uac00\ub2a5\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc0dd\uc131\ud558\uc5ec \uc218\uc775\uc131\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-implementation-sequence\">\uad6c\ud604 \uc21c\uc11c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud604\uc7ac \ub370\uc774\ud130 \ud488\uc9c8 \ud3c9\uac00<\/strong> \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8, \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c, \uc5b4\ub4dc\ubc14\uc774\uc800 \ud30c\uc77c\uc5d0 \uc788\ub294 \uae30\uc874 \uace0\uac1d \ub370\uc774\ud130\ub97c \uac10\uc0ac\ud558\ub294 \uac83\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694. \ubb38\uc11c\uc758 \uaca9\ucc28, \uc77c\uad00\ub418\uc9c0 \uc54a\uc740 \ud615\uc2dd, \ub204\ub77d\ub41c \uad00\uacc4 \uc5f0\uacb0\uc744 \ud30c\uc545\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>HNW \uc138\uadf8\uba3c\ud2b8 \uc815\uc758<\/strong> \ud22c\uc790 \uac00\ub2a5\ud55c \uc790\uc0b0, \uad00\uacc4 \ubcf5\uc7a1\uc131, \uc11c\ube44\uc2a4 \uc694\uad6c \uc0ac\ud56d\uc744 \uae30\ubc18\uc73c\ub85c \uace0\uac1d \uc138\ubd84\ud654\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uae30\uc900\uc744 \uc124\uc815\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \uc5ec\uc815 \ub9e4\ud551<\/strong> \ub9ac\ub4dc \uc0dd\uc131\ubd80\ud130 \uc628\ubcf4\ub529, \uc9c0\uc18d\uc801\uc778 \uc11c\ube44\uc2a4, \uc2b9\uacc4 \uacc4\ud68d\uc5d0 \uc774\ub974\ub294 \ubaa8\ub4e0 \uc811\uc810\uc744 \ubb38\uc11c\ud654\ud558\uc138\uc694. \ud604\uc7ac \ud504\ub85c\uc138\uc2a4\uc5d0\uc11c \ub9c8\ucc30\uc774\ub098 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc774 \ubc1c\uc0dd\ud558\ub294 \ubd80\ubd84\uc744 \ud30c\uc545\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ub2e8\uacc4\uc5d0\uc11c \uc774\ud574\uad00\uacc4\uc790\uc758 \uc870\uc728\uc744 \ubcf4\uc7a5\ud558\ub294 \uac83\uc740 \ubaa8\ub4e0 \ud300\uc774 \uacf5\ud1b5\uc758 CRM \ubaa9\ud45c\ub97c \ud5a5\ud574 \ub178\ub825\ud558\uace0 \ubd80\uc11c \uac04\uc5d0 \uad6c\ud604\uc774 \uc9c0\uc6d0\ub420 \uc218 \uc788\ub3c4\ub85d \ud558\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud30c\uc77c\ub7ff \uc0ac\uc5c5\ubd80 \uc6b0\uc120\uc21c\uc704 \uc9c0\uc815<\/strong> \ube45\ubc45\uc2dd \ub864\uc544\uc6c3\ubcf4\ub2e4\ub294 \ucd08\uae30 \ubc30\ud3ec\ub97c \uc704\ud574 \ud3ec\ud568\ub41c \uadf8\ub8f9\uc744 \uc120\ud0dd\ud558\uc138\uc694. \uc608\ub97c \ub4e4\uc5b4, 2026\ub144\uc5d0 \ucde8\ub9ac\ud788\uc758 \uc678\ubd80 \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\uc5d0 \uc9d1\uc911\ud55c \ud6c4 \ud68c\uc0ac \uc804\uccb4\ub85c \ud655\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configuration-before-data-migration\">\ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uc804 \uad6c\uc131<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ub370\uc774\ud130\ub97c \uac00\uc838\uc624\uae30 \uc804\uc5d0 CRM \ud658\uacbd\uc744 \uad6c\uc131\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc138\ub300 \uad00\uacc4 \uad6c\uc870 \ubc0f \uacc4\uce35 \uc720\ud615 \uc815\uc758\ud558\uae30<\/li>\n\n\n\n<li>\uaddc\uc81c \uc694\uac74\uc5d0 \ubd80\ud569\ud558\ub294 KYC \uc591\uc2dd \uad6c\ucd95<\/li>\n\n\n\n<li>\ub2e4\uc591\ud55c \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub9de\ub294 \ub9ac\ubdf0 \uc6cc\ud06c\ud50c\ub85c \ub9cc\ub4e4\uae30<\/li>\n\n\n\n<li>\uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4 \ubc0f \uad8c\ud55c \uc124\uc815<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ub2e8\uacc4\uc5d0\uc11c \uc2e0\uc911\ud55c \ub370\uc774\ud130 \ub9e4\ud551\uc744 \ud1b5\ud574 \uace0\uac1d \uc815\ubcf4\ub97c \uc0c8 CRM\uc73c\ub85c \uc6d0\ud65c\ud558\uace0 \uc815\ud655\ud558\uac8c \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-training-and-adoption\">\uad50\uc721 \ubc0f \ucc44\ud0dd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ubd84\uba85\ud55c \uc774\uc810\uc774 \uc788\uc744 \ub54c\ub9cc \uc0c8\ub85c\uc6b4 \ub3c4\uad6c\ub97c \ucc44\ud0dd\ud569\ub2c8\ub2e4. \ud6a8\uacfc\uc801\uc778 \uad50\uc721 \uc811\uadfc \ubc29\uc2dd\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uad50\uc721 \uc138\uc158 \uc911 \uc2e4\uc81c \uace0\uac1d \uc2dc\ub098\ub9ac\uc624 \uc0ac\uc6a9<\/li>\n\n\n\n<li>\ubcd1\ub82c \ud504\ub85c\uc138\uc2a4\ub97c \ucd94\uac00\ud558\uc9c0 \uc54a\uace0 \uae30\uc874 \uc77c\uc0c1 \uc5c5\ubb34\uc5d0 CRM \uc791\uc5c5 \uc870\uc815\ud558\uae30<\/li>\n\n\n\n<li>\ucd08\uae30 \uc2b9\ub9ac\ub97c \ucd95\ud558\ud558\uba70 \ubaa8\uba58\ud140 \uad6c\ucd95\ud558\uae30<\/li>\n\n\n\n<li>\uc77c\ud68c\uc131 \uad50\uc721 \uc774\ubca4\ud2b8\uac00 \uc544\ub2cc \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0 \uc81c\uacf5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0\uacfc \uba85\ud655\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc740 \ub192\uc740 \uc0ac\uc6a9\uc790 \ucc44\ud0dd\ub960\uc744 \uc774\ub04c\uc5b4\ub0b4\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-implementation-support\">\uad6c\ud604 \uc9c0\uc6d0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ubaa8\ub4e0 \uaddc\ubaa8\uc758 \uae08\uc735 \uc11c\ube44\uc2a4 \ud68c\uc0ac\ub97c \uc704\ud55c \uad6c\ud604 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ubc0f \ud574\uc678 \ud300\uc740 \uc815\ud574\uc9c4 \uc77c\uc815 \ub0b4\uc5d0 \ud50c\ub7ab\ud3fc\uc744 \ubc30\ud3ec\ud560 \uc218 \uc788\uc73c\uba70, \uc77c\ubc18\uc801\uc73c\ub85c \uc911\uac04 \uaddc\ubaa8\uc758 \uc790\uc0b0 \uad00\ub9ac\uc0ac\uc758 \uacbd\uc6b0 12\uc8fc\uc5d0\uc11c 16\uc8fc \uc815\ub3c4 \uc18c\uc694\ub429\ub2c8\ub2e4. \ud6a8\uacfc\uc801\uc778 \ud504\ub85c\uc81d\ud2b8 \uad00\ub9ac\ub97c \ud1b5\ud574 CRM \uad6c\ud604\uc774 \uc21c\uc870\ub86d\uac8c \uc9c4\ud589\ub418\uace0 \ube44\uc988\ub2c8\uc2a4 \ubaa9\ud45c\uc5d0 \ubd80\ud569\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-measuring-success\">\uc131\uacf5 \uce21\uc815<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd9c\uc2dc \uc804\uc5d0 \uce21\uc815 \uac00\ub2a5\ud55c \uacb0\uacfc\ub97c \uc815\uc758\ud558\uace0 CRM \ub300\uc2dc\ubcf4\ub4dc\uc5d0\uc11c \ucd94\uc801\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc628\ubcf4\ub529 \uc2dc\uac04 \ub2e8\ucd95(\uc608: 15\uc77c\uc5d0\uc11c 5\uc77c\ub85c \ub2e8\ucd95)<\/li>\n\n\n\n<li>\uae30\uc874 \uace0\uac1d\uc758 \uc9c0\uac11 \uc810\uc720\uc728 \uc99d\uac00<\/li>\n\n\n\n<li>KYC \uc0c8\ub85c \uace0\uce68 \uc8fc\uae30\uc758 \uc644\ub8cc\uc728 \ud5a5\uc0c1<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800 \ucc44\ud0dd \uc9c0\ud45c \ubc0f \ud65c\uc131 \uc0ac\uc6a9\ub960<\/li>\n\n\n\n<li>\uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218 \ubc0f \ud53c\ub4dc\ubc31<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub300\uc2dc\ubcf4\ub4dc\uc5d0\uc11c \uc131\uacfc \uc9c0\ud45c\ub97c \ucd94\uc801\ud558\uba74 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uacfc \ucc45\uc784 \uc18c\uc7ac\ub97c \ud30c\uc545\ud560 \uc218 \uc788\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<h3 class=\"wp-block-heading\" id=\"h-how-is-managing-high-net-worth-clients-in-2026-different-from-ten-years-ago\">2026\ub144\uc758 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d \uad00\ub9ac\ub294 10\ub144 \uc804\uacfc \uc5b4\ub5bb\uac8c \ub2ec\ub77c\uc9c8\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2015\ub144\uc5d0\ub3c4 \ub9ce\uc740 \ubbfc\uac04 \uc740\ud589\uc740 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\ub97c \uc704\ud574 \uc5ec\uc804\ud788 \uc885\uc774 \ud30c\uc77c\uacfc \uae30\ubcf8\uc801\uc778 \uc5f0\ub77d \uc2dc\uc2a4\ud15c\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uc815\uc801\uc778 \uc5f0\ub840 \uac80\ud1a0\ub85c \ucda9\ubd84\ud588\uace0, \uace0\uac1d\uc740 \uc815\ubcf4 \uc694\uccad\uc744 \uc704\ud574 \uba70\uce60\uc744 \uae30\ub2e4\ub824\uc57c \ud588\uc2b5\ub2c8\ub2e4. 2026\ub144 \uace0\uac1d\uc740 \uc548\uc804\ud55c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub300\ud55c \ubaa8\ubc14\uc77c \uc561\uc138\uc2a4, CRM\uacfc \uc778\uacf5 \uc9c0\ub2a5\uc5d0 \uae30\ubc18\ud55c \uac1c\uc778\ud654\ub41c \uc778\uc0ac\uc774\ud2b8\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \uad6c\uccb4\uc801\uc778 \ubcc0\ud654\ub85c\ub294 \ubb38\uc11c\ud654\ub41c \uaddc\uc815 \uc900\uc218\ub97c \uc694\uad6c\ud558\ub294 \ub354 \uc5c4\uaca9\ud55c \uad6d\uacbd \uac04 \uaddc\uc815, \uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0 \uac78\uce5c \ub354 \ubcf5\uc7a1\ud55c \uae00\ub85c\ubc8c \ud328\ubc00\ub9ac, \ub370\uc774\ud130\uac00 \uc5b4\ub514\uc5d0 \uc800\uc7a5\ub418\uc5b4 \uc788\uace0 \ub204\uac00 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294\uc9c0 \uc815\ud655\ud788 \uc54c\uace0 \uc2f6\uc5b4 \ud558\ub294 \uace0\uac1d\uc758 \uace0\uc9d1 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\ud6c4 \ub300\uc751\uc801\uc778 \uce98\ub9b0\ub354 \uae30\ubc18 \uc11c\ube44\uc2a4\uc5d0\uc11c \uc2e4\uc2dc\uac04 \uc54c\ub9bc\uc73c\ub85c \uc9c0\uc6d0\ub418\ub294 \uc9c0\uc18d\uc801\uc778 \ubaa8\ub2c8\ud130\ub9c1\uc73c\ub85c\uc758 \uc804\ud658\uc740 \uc9c0\uc6d0\ud300\uc758 \uc5c5\ubb34 \ubc29\uc2dd\uc5d0 \uadfc\ubcf8\uc801\uc778 \ubcc0\ud654\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-smaller-independent-asset-managers-afford-a-hnw-focused-crm\">\uc18c\uaddc\ubaa8 \ub3c5\ub9bd \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\uac00 HNW\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 CRM\uc744 \ub3c4\uc785\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uaddc\ubaa8\uac00 \uc218\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \ub3c5\ub9bd \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\ub294 \ub300\uaddc\ubaa8 \ucf54\uc5b4 \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uacfc \uad00\ub828\ub41c \uc778\ud504\ub77c \ube44\uc6a9 \uc5c6\uc774\ub3c4 InvestGlass\uc640 \uac19\uc740 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 CRM \uc194\ub8e8\uc158\uc744 \ub3c4\uc785\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc6a9\uc790\ub2f9 \uc6d4 \uad6c\ub3c5 \uc694\uae08\uc81c\ub97c \ud1b5\ud574 \uc774\uc804\uc5d0\ub294 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc194\ub8e8\uc158\uc758 \uac00\uaca9\uc774 \ubd80\ub2f4\uc2a4\ub7ec\uc6e0\ub358 \uc18c\uaddc\ubaa8 \ud68c\uc0ac\ub3c4 \uc815\uad50\ud55c CRM\uc744 \uc774\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud300\uc740 \uc628\ubcf4\ub529, KYC \ubc0f \uae30\ubcf8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30\ub97c \ud3ec\ud568\ud558\ub294 \ud575\uc2ec \ubaa8\ub4c8\ub85c \uc2dc\uc791\ud55c \ub2e4\uc74c \ube44\uc988\ub2c8\uc2a4\uac00 \uc131\uc7a5\ud568\uc5d0 \ub530\ub77c \ucd94\uac00 \uae30\ub2a5\uc744 \ucd94\uac00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uc2e0 CRM \uc194\ub8e8\uc158\uc758 \ud655\uc7a5\uc131 \ub355\ubd84\uc5d0 \uc18c\uaddc\ubaa8 \uae30\uc5c5\ub3c4 \uc804\uccb4 \uc81c\ud488\uad70\uc744 \ubbf8\ub9ac \uad6c\uc785\ud558\uc9c0 \uc54a\uace0\ub3c4 \ud544\uc694\uc5d0 \ub530\ub77c \uae30\ub2a5\uc744 \ud655\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc628\ubcf4\ub529 \ubc0f \uac80\ud1a0 \uc77c\uc815\uacfc \uac19\uc774 \uac00\uc7a5 \uc218\ub3d9\uc801\uc778 \ud504\ub85c\uc138\uc2a4\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \uc810\uc9c4\uc801\uc778 \ub864\uc544\uc6c3\uc744 \ud1b5\ud574 \uae30\uc5c5\uc740 \uae30\ub2a5\uc744 \ud655\uc7a5\ud558\uae30 \uc804\uc5d0 ROI\ub97c \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-crm-help-when-dealing-with-multi-jurisdiction-families\">\uc5ec\ub7ec \uad00\ud560\uad8c\uc744 \uac00\uc9c4 \uac00\uc871\uc744 \ub2e4\ub8f0 \ub54c CRM\uc774 \uc5b4\ub5bb\uac8c \ub3c4\uc6c0\uc774 \ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 CRM \uae30\ub85d\uc740 \uac00\uad6c \ub0b4 \uac01 \uac1c\uc778\uc5d0 \ub300\ud55c \uc5ec\ub7ec \uc138\uae08 \uac70\uc8fc\uc9c0, \uc2e0\uace0 \uc758\ubb34, \uad6d\uac00\ubcc4 \uba54\ubaa8\ub97c \uc800\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc6cc\ud06c\ud50c\ub85c\ub294 \ud2b9\uc815 \uad00\ud560\uad8c\uacfc\uc758 \uad00\uacc4\ub97c \ubbf8\uad6d \uad6d\uacbd \uc804\ubb38\uac00\ub098 \uc720\ub7fd\uc5f0\ud569 \uc138\ubb34\uc0ac \ub4f1 \ud604\uc9c0 \uaddc\uc815\uc744 \uc798 \uc544\ub294 \uc804\ubb38\uac00\uc5d0\uac8c \uc790\ub3d9\uc73c\ub85c \ub77c\uc6b0\ud305\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucde8\ub9ac\ud788, \ub450\ubc14\uc774, \ub7f0\ub358\uc5d0 \uac70\uc8fc\ud558\ub294 \uad6c\uc131\uc6d0\uc774 \uc788\ub294 \uac00\uc871\uc744 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \ud604\uc9c0 \uaddc\uc815\uc5d0 \ub530\ub77c \uc5b4\ub5a4 \uac00\uc871 \uad6c\uc131\uc6d0\uc774 \uc5b4\ub5a4 \uc720\ud615\uc758 \uc790\ubb38\uc744 \ubc1b\uc744 \uc218 \uc788\ub294\uc9c0 \ucd94\uc801\ud558\uace0, \ub2e4\uac00\uc624\ub294 \uaddc\uc81c \ub9c8\uac10\uc77c\uc744 \ud45c\uc2dc\ud558\uba70, \ubaa8\ub4e0 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9 \uc804\uc5d0 \uc790\ubb38\uac00\uac00 \uaddc\uc815 \uc900\uc218 \ud658\uacbd\uc5d0 \ub300\ud55c \uc644\uc804\ud55c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-data-security-features-should-a-hnw-focused-crm-provide\">HNW \uc911\uc2ec CRM\uc740 \uc5b4\ub5a4 \ub370\uc774\ud130 \ubcf4\uc548 \uae30\ub2a5\uc744 \uc81c\uacf5\ud574\uc57c \ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uc561 \uc790\uc0b0\uac00\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uae30 \uc704\ud55c \ud544\uc218 \ubcf4\uc548 \uae30\ub2a5\uc5d0\ub294 \uc2a4\uc704\uc2a4\uc640 \uac19\uc740 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uad00\ud560\uad8c\uc5d0\uc11c\uc758 \ub370\uc774\ud130 \ud638\uc2a4\ud305, \uc804\uc1a1 \ubc0f \ubbf8\uc0ac\uc6a9 \uc2dc \uc554\ud638\ud654, \uc138\ubd84\ud654\ub41c \uc5ed\ud560 \uae30\ubc18 \uad8c\ud55c, \ud3ec\uad04\uc801\uc778 \uac10\uc0ac \ub85c\uadf8 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubd80 \uace0\uac1d\uc740 \ub370\uc774\ud130\uac00 \ud2b9\uc815 \uad6d\uac00\ub97c \ubc97\uc5b4\ub098\uc9c0 \uc54a\ub3c4\ub85d \uc694\uccad\ud558\uae30 \ub54c\ubb38\uc5d0 InvestGlass\uc5d0\uc11c \uc81c\uacf5\ud558\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ub610\ub294 \ud504\ub77c\uc774\ube57 \ud074\ub77c\uc6b0\ub4dc \uc635\uc158\uc744 \uacf5\uae09\uc5c5\uccb4 \uc120\ud0dd\uc758 \uacb0\uc815\uc801\uc778 \uc694\uc18c\ub85c \uc0bc\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\uc740 \uc815\uae30\uc801\uc778 \ubcf4\uc548 \uac80\ud1a0\uc640 \uc561\uc138\uc2a4 \uc7ac\uc778\uc99d\uc744 \uc2e4\uc2dc\ud558\uc5ec \uc815\ub2f9\ud55c \ube44\uc988\ub2c8\uc2a4 \uc694\uad6c\uac00 \uc788\ub294 \ud604\uc5c5 \ud300\uc6d0\ub9cc \ubbfc\uac10\ud55c \uae30\ub85d\uc744 \ubcfc \uc218 \uc788\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c \ub0b4\uc758 \uc138\ubd84\ud654\ub41c \uc561\uc138\uc2a4 \uc81c\uc5b4\ub294 \uae30\uc5c5\uc774 \ud2b9\uc815 \uc815\ubcf4\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \uc0ac\uc6a9\uc790 \ub610\ub294 \uc5ed\ud560\uc744 \uc815\ud655\ud788 \uc9c0\uc815\ud560 \uc218 \uc788\ub3c4\ub85d \ud568\uc73c\ub85c\uc368 \ubb34\ub2e8 \uc561\uc138\uc2a4\ub85c\ubd80\ud130 \uace0\uac1d \ub370\uc774\ud130\ub97c \ubcf4\ud638\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc81c\uc5b4\ub294 \ub370\uc774\ud130 \uc720\ucd9c \uc704\ud5d8\uc73c\ub85c\ubd80\ud130 \uace0\uac1d\uacfc \uae30\uad00\uc744 \ubaa8\ub450 \ubcf4\ud638\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-advisors-see-value-after-implementing-a-new-crm\">\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc0c8\ub85c\uc6b4 CRM\uc744 \ub3c4\uc785\ud55c \ud6c4 \uc5bc\ub9c8\ub098 \ube68\ub9ac \uac00\uce58\ub97c \uc2e4\ud604\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130\uac00 \uc81c\ub300\ub85c \ub9c8\uc774\uadf8\ub808\uc774\uc158\ub418\uace0 \ud575\uc2ec \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uc62c\ubc14\ub974\uac8c \uad6c\uc131\ub418\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \ucc98\uc74c 3~6\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \ud61c\ud0dd\uc744 \uacbd\ud5d8\ud558\uac8c \ub429\ub2c8\ub2e4. \ube60\ub978 \uc628\ubcf4\ub529(\uc2e0\uaddc \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc758 \uacbd\uc6b0 15\uc77c\uc5d0\uc11c 5\uc77c\ub85c \ub2e8\ucd95), \uc218\uc791\uc5c5\uc774 \ud544\uc694 \uc5c6\ub294 \uba85\ud655\ud55c \uace0\uac1d \uac1c\uc694, \ub204\ub77d\ub418\ub294 \ubd80\ubd84\uc774 \uc5c6\ub3c4\ub85d \ud558\ub294 \uc790\ub3d9\ud654\ub41c \uac80\ud1a0 \uc54c\ub9bc \ub4f1\uc774 \ucd08\uae30 \uc131\uacfc\ub85c \uaf3d\ud799\ub2c8\ub2e4. \ud1b5\ud569 \uac00\uacc4 \ub300\uc2dc\ubcf4\ub4dc \ubc0f \uc790\ub3d9\ud654\ub41c \uaddc\uc815 \uc900\uc218 \uc54c\ub9bc\uacfc \uac19\uc774 \uc601\ud5a5\ub825\uc774 \ud070 \uba87 \uac00\uc9c0 \uc0ac\uc6a9 \uc0ac\ub840\uc5d0 \uc9d1\uc911\ud558\ub294 \ud68c\uc0ac\ub294 \uccab\ub0a0\ubd80\ud130 \ud3ec\uad04\uc801\uc778 \ud601\uc2e0\uc744 \uc2dc\ub3c4\ud558\ub294 \ud68c\uc0ac\ubcf4\ub2e4 \ub354 \ube60\ub974\uac8c \ubaa8\uba58\ud140\uc744 \uad6c\ucd95\ud558\uace0 \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \ucc44\ud0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube60\ub978 \uc131\uacf5\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub460\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 CRM \ud22c\uc790\uc5d0 \ub300\ud55c \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uc5ec \uc124\uacc4\uc0ac\uac00 \uce21\uc815 \uac00\ub2a5\ud55c \ud61c\ud0dd\uc744 \ub354 \ube68\ub9ac \uc2e4\ud604\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Managing high net worth clients demands more than spreadsheets and quarterly calls. In 2026, wealth managers face a new reality where discerning clients expect instant digital access, personalized attention, and ironclad data security. Customer relationship management has evolved from a simple contact management tool into the operating system of modern wealth management. A robust CRM [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48981,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[29,19,35,61,71,95],"class_list":["post-48909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-automation","tag-crm","tag-crm-for-banking","tag-portfolio-management","tag-sales","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>Mastering How to Manage High Net Worth Clients Using CRM Effectively<\/title>\n<meta name=\"description\" content=\"Learn effective CRM strategies to manage high net worth clients. Enhance relationships and streamline processes for optimal client satisfaction. Read more!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ko\/crm\uc744-\uc0ac\uc6a9\ud558\uc5ec-\uace0\uc561-\uc790\uc0b0\uac00-\uace0\uac1d\uc744-\uad00\ub9ac\ud558\ub294-\ubc29\ubc95\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Manage High Net Worth Clients Using CRM\" \/>\n<meta property=\"og:description\" content=\"Managing high net worth clients demands more than spreadsheets and quarterly calls. 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