{"id":48918,"date":"2026-02-03T15:53:58","date_gmt":"2026-02-03T14:53:58","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48918"},"modified":"2026-02-06T16:27:25","modified_gmt":"2026-02-06T15:27:25","slug":"%ea%b8%88%ec%9c%b5-%eb%b6%84%ec%95%bc%ec%97%90%ec%84%9c-%ea%b3%a0%ea%b0%9d-%ea%b2%bd%ed%97%98%ec%9d%84-%ea%b0%9c%ec%84%a0%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-improve-client-experience-in-finance\/","title":{"rendered":"\uae08\uc735 \ubd84\uc57c\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucf54\ub85c\ub09819 \uc2dc\ub300\uc758 \ub514\uc9c0\ud138 \uac00\uc18d\ud654, \ud540\ud14c\ud06c\uc758 \ud601\uc2e0, \uc18c\ube44\uc790 \uae30\uc220 \ud45c\uc900\uc5d0 \ubc84\uae08\uac00\ub294 \uace0\uac1d \uae30\ub300\uce58\uc758 \uc0c1\uc2b9\uc73c\ub85c \uc778\ud574 \uae08\uc735 \ubd84\uc57c\uc758 \uace0\uac1d \uacbd\ud5d8\uc740 2020\ub144\ubd80\ud130 \uc774\uc0ac\ud68c \ucc28\uc6d0\uc758 \uc6b0\uc120 \uc21c\uc704\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2024~2026\ub144 \uae08\uc735 \uae30\uad00\uc740 \uc810\uc810 \ub354 \uacbd\uc7c1\uc774 \uce58\uc5f4\ud574\uc9c0\ub294 \ud658\uacbd\uc5d0\uc11c \uace0\uac1d\uc744 \ud655\ubcf4\ud558\uace0 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uc548\uc804\ud55c \ub514\uc9c0\ud138 \uc5ec\uc815, \uc778\uc801 \uc870\uc5b8, \uaddc\uc81c \uc900\uc218\ub97c \ud1b5\ud569\ud574\uc57c \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc778 InvestGlass\ub294 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc628\ubcf4\ub529\ubd80\ud130 \uc9c0\uc18d\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uac1c\uc778\ud654\ub418\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\uba70 \ub370\uc774\ud130\ub97c \uc874\uc911\ud558\ub294 \uace0\uac1d \uacbd\ud5d8\uc744 \uc870\uc728\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uace0\uac1d \uacbd\ud5d8 \uac1c\uc120\uc740 \uce21\uc815 \uac00\ub2a5\ud55c \ube44\uc988\ub2c8\uc2a4 \uc131\uacfc\uc640 \uc9c1\uacb0\ub429\ub2c8\ub2e4. \uc989, \uaddc\uc81c \ub300\uc0c1 \uae08\uc735\uc5d0\uc11c AUM \uc99d\uac00, \uc774\ud0c8\ub960 \uac10\uc18c, \uad50\ucc28 \ud310\ub9e4 \ubc0f \uc5c5\uc140\ub9c1 \uac1c\uc120 \ub4f1\uc758 \uc131\uacfc\ub97c \uac70\ub458 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 \uc5ec\uc815 \ub9e4\ud551\uc744 \ube44\ub86f\ud55c \uc2e4\uc6a9\uc801\uc778 \uae30\uc220 \uc9c0\uc6d0 \ub2e8\uacc4\ub97c \uc124\uba85\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=\"5855\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \uace0\uac1d \uc2e0\uc6d0 \ud655\uc778, \ucd08\uac1c\uc778\ud654, \uc634\ub2c8\ucc44\ub110 \ucc38\uc5ec, AI \ud1b5\ud569 \ubc0f \uc9c0\uc18d\uc801\uc778 \uce21\uc815.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-client-experience-matters-in-financial-services\">\uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc774 \uc911\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144\uae4c\uc9c0 80%\uac00 \ub118\ub294 \uae08\uc735 \uae30\uad00\ub4e4\uc774 \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\ud488, \uc218\uc218\ub8cc, \uc2ec\uc9c0\uc5b4 \ube0c\ub79c\ub4dc \uc720\uc0b0\ubcf4\ub2e4\ub3c4 \ub354 \uc911\uc694\ud55c \ud575\uc2ec \ucc28\ubcc4\ud654 \uc694\uc18c\ub85c \uc778\uc2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \uace0\uac1d\uc774 \uae08\uc735 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub97c \ud3c9\uac00\ud558\ub294 \ubc29\uc2dd\uc5d0 \uadfc\ubcf8\uc801\uc778 \ubcc0\ud654\uac00 \uc77c\uc5b4\ub0ac\uc74c\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589, \uc790\uc0b0 \uad00\ub9ac, \ubcf4\ud5d8 \uc5c5\uacc4\uc5d0\uc11c \uc2e0\ub8b0, \ubcf4\uc548, \uacf5\uac10\uc740 \ud0c0\ud611\ud560 \uc218 \uc5c6\ub294 \uac00\uce58\uc785\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc774\ub7ec\ud55c \uae30\uad00\uc5d0 \uc778\uc0dd\uc758 \uc800\ucd95, \uc740\ud1f4 \uc790\uae08, \ube44\uc988\ub2c8\uc2a4 \uc5f0\uc18d\uc131\uc744 \ub9e1\uae41\ub2c8\ub2e4. \ubd80\uc2e4\ud55c \uc11c\ube44\uc2a4\ub85c \uc778\ud574 \uc774\ub7ec\ud55c \uc2e0\ub8b0\uac00 \uae68\uc9c0\uba74 \uadf8 \uacb0\uacfc\ub294 \ub2e8\uc77c \uac70\ub798 \uc774\uc0c1\uc73c\ub85c \ud655\ub300\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc758 \uae30\ub300\uce58\ub97c \uc774\ud574\ud558\uace0 \ucda9\uc871\ud558\ub294 \uac83\uc740 \ub9cc\uc871\ub3c4\uc640 \ucda9\uc131\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub294 \ubaa8\ub4e0 \ucc44\ub110\uc5d0\uc11c \uace0\uac1d\uc774 \uae30\ub300\ud558\ub294 \ubc14\uc5d0 \ub9de\ucdb0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud574\uc57c \uc6d0\ud65c\ud558\uace0 \ub9de\ucda4\ud654\ub41c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5f0\uad6c \uacb0\uacfc\uc5d0 \ub530\ub974\uba74, \uace0\uac1d\uc758 \uc57d 70~80%\ub294 \uae08\uc735 \uc0c1\ud488 \uc790\uccb4\ub9cc\ud07c\uc774\ub098 \uace0\uac1d \uacbd\ud5d8\uc744 \uc911\uc694\ud558\uac8c \uc5ec\uae30\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0a9\ub2c8\ub2e4. \uace0\uac1d \uacbd\ud5d8\uc5d0\uc11c \ub450\uac01\uc744 \ub098\ud0c0\ub0b4\ub294 \uc8fc\uc694 \uae08\uc735 \uae30\uad00\ub4e4\uc740 \ucc38\uc5ec\ub3c4\uac00 \uac00\uc7a5 \ub192\uc740 \uace0\uac1d\uce35\uc5d0\uc11c 20~30%\uc758 \ub9e4\ucd9c \uc99d\uac00\ub97c \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub300\ub85c, \uc18c\ube44\uc790\uc758 62%\ub294 \ubd80\uc815\uc801\uc778 \uacbd\ud5d8\uc744 \ud55c \ud6c4 \ub2e4\ub978 \uc5c5\uccb4\ub85c \uac08\uc544\ud0c0\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc73c\uba70, \uc774\ub85c \uc778\ud574 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\ub294 \ub9e4\ub144 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\uc758 \uc190\uc2e4\uc744 \uc785\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae34 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub85c \uc778\ud574 \uc7a0\uc7ac \uace0\uac1d\uc774 \uc740\ud589 \uacc4\uc88c\ub97c \uac1c\uc124\ud558\uae30\ub3c4 \uc804\uc5d0 \uc88c\uc808\ud558\uace0, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubb38\uc758\uc5d0 \ub300\ud55c \ub290\ub9b0 \uc751\ub2f5\uc73c\ub85c \uc2e0\ub8b0\uac00 \ub5a8\uc5b4\uc9c0\uba70, \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc774 \ud070 \uc2dc\uae30\uc5d0 \ube44\uc778\uaca9\uc801\uc778 \uc11c\ube44\uc2a4\ub85c \uc778\ud574 \ubd88\uc548\uac10\uc774 \uc870\uc131\ub418\uc5b4 \uacc4\uc88c\ub97c \ud574\uc9c0\ud558\ub294 \ub4f1 \uacbd\ud5d8\uc774 \uc798\ubabb\ub418\uc5c8\uc744 \ub54c \uc5b4\ub5a4 \uc77c\uc774 \ubc1c\uc0dd\ud558\ub294\uc9c0 \uc0dd\uac01\ud574 \ubcf4\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uae08\uc735 \ubd84\uc57c\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc740 \uaddc\uc815 \uc900\uc218, \ub370\uc774\ud130 \ubcf4\ud638, \uc704\ud5d8 \uad00\ub9ac\uc640 \ud568\uaed8 \uc124\uacc4\ub418\uc5b4\uc57c \ud558\uba70 \ub098\uc911\uc5d0 \ub367\ubd99\uc5ec\uc9c0\ub294 \uac83\uc774 \uc544\ub2c8\uc5b4\uc57c \ud55c\ub2e4\uace0 \ubbff\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569 \uc811\uadfc \ubc29\uc2dd\uc740 \ubaa8\ub4e0 \uac1c\uc120\uc774 \uace0\uac1d\uacfc \uae30\uad00\uc758 \uaddc\uc81c \uc758\ubb34 \ubaa8\ub450\ub97c \ucda9\uc871\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-the-modern-financial-client-journey\">\ud604\ub300 \uae08\uc735 \uace0\uac1d \uc5ec\uc815 \uc774\ud574<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \ubd84\uc57c\uc758 \uc624\ub298\ub0a0 \uace0\uac1d \uc5ec\uc815\uc740 \ube44\uc120\ud615\uc801\uc785\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc73c\ub85c \uac80\uc0c9 \uc5d4\uc9c4, \uc18c\uc15c \ubbf8\ub514\uc5b4 \ub610\ub294 \ube44\uad50 \uc0ac\uc774\ud2b8\uc5d0\uc11c \ub514\uc9c0\ud138 \ubc29\uc2dd\uc73c\ub85c \uc2dc\uc791\ud55c \ub2e4\uc74c, \uc218\ub144 \ub610\ub294 \uc218\uc2ed \ub144\uc5d0 \uac78\uccd0 \ubaa8\ubc14\uc77c \uc571, \uc6f9 \ud3ec\ud138 \ubc0f \ub300\uba74 \uc0c1\ud638 \uc791\uc6a9\uc774 \ud63c\ud569\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uae30\uad00\uc740 \uc8fc\uc694 \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub300\ud55c \uc5ec\uc815\uc744 \ub9e4\ud551\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>\ud074\ub77c\uc774\uc5b8\ud2b8 \uc138\uadf8\uba3c\ud2b8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc5ec\uc815 \ud2b9\uc131<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc8fc\uc694 \uc811\uc810<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>HNW \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud558\uc774\ud130\uce58, \uad00\uacc4 \uc911\uc2ec, \ubcf5\uc7a1\ud55c \uc694\uad6c \uc0ac\ud56d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800 \ubbf8\ud305, \ub3c5\uc810 \uc774\ubca4\ud2b8, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub9ac\ubdf0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc911\uc18c\uae30\uc5c5 \ube44\uc988\ub2c8\uc2a4 \uc18c\uc720\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uac04 \uc555\ubc15, \ud604\uae08 \ud750\ub984 \uc911\uc2ec, \ub2e4\uc591\ud55c \uc81c\ud488 \uc694\uad6c \uc0ac\ud56d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \ud50c\ub7ab\ud3fc, \ube44\uc988\ub2c8\uc2a4 \ubc45\ud0b9 \ud3ec\ud138, \uad00\uacc4 \uad00\ub9ac\uc790<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc18c\ub9e4 \ud22c\uc790\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\uae30 \uc8fc\ub3c4\uc801, \ubaa8\ubc14\uc77c \uc6b0\uc120, \uac00\uaca9\uc5d0 \ubbfc\uac10<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubaa8\ubc14\uc77c \uc571, \ub85c\ubcf4 \uc5b4\ub4dc\ubc14\uc774\uc800, \uace0\uac1d \uc9c0\uc6d0 \ucc44\ud305<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ub2e8\uacc4\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\uc778\uc2dd \ubc0f \uc5f0\uad6c<\/strong>: \uace0\uac1d\uc740 \uba85\ud655\ud55c \uc81c\ud488 \uc124\uba85\uacfc \ube44\uad50 \ub3c4\uad6c\ub97c \uae30\ub300\ud558\uba70 \uc628\ub77c\uc778\uc5d0\uc11c \uc635\uc158\uc744 \ud0d0\uc0c9\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC<\/strong>: \uae30\ub300\uce58\ub97c \uc124\uc815\ud558\ub294 \uc911\uc694\ud55c \uccab \ubc88\uc9f8 \uc0c1\ud638 \uc791\uc6a9<\/li>\n\n\n\n<li><strong>\ud380\ub529 \ubc0f \uccab \uac70\ub798<\/strong>: \ub04a\uae40\uc774 \uc5c6\uc5b4\uc57c \ud558\ub294 \uc57d\uc18d\uc758 \uc21c\uac04<\/li>\n\n\n\n<li><strong>\uc9c0\uc18d\uc801\uc778 \uc870\uc5b8 \ubc0f \uc11c\ube44\uc2a4<\/strong>: \ucda9\uc131\ub3c4\ub97c \uad6c\ucd95\ud558\uac70\ub098 \uc57d\ud654\uc2dc\ud0a4\ub294 \uc815\uae30\uc801\uc778 \uc0c1\ud638 \uc791\uc6a9<\/li>\n\n\n\n<li><strong>\uc0dd\ud65c \uc774\ubca4\ud2b8 \ubcc0\ud654<\/strong>: \uc740\ud1f4 \uacc4\ud68d, \uc0ac\uc5c5\uccb4 \ub9e4\uac01, \uc778\uac04\uc801\uc778 \uc190\uae38\uc774 \uac00\uc7a5 \uc911\uc694\ud558\uac8c \uc791\uc6a9\ud558\ub294 \uc0c1\uc18d \uc2dc\uc810<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \ub2e8\uacc4\uc5d0\ub294 \ub300\ubd80\ubd84\uc758 \uace0\uac1d\uc774 \ubd88\ub9cc\uc744 \ub290\ub07c\ub294 \uaddc\uc815 \uc900\uc218 \ub2e8\uacc4\uac00 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. KYC, \uc801\ud569\uc131 \ud3c9\uac00, \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1\uc774 \uad00\ub8cc\uc801\uc778 \uc7a5\uc560\ubb3c\uc774 \uc544\ub2c8\ub77c \uc720\uc6a9\ud55c \uc9c0\uce68\ucc98\ub7fc \ub290\uaef4\uc9c0\ub3c4\ub85d \ud558\ub294 \uac83\uc774 \uacfc\uc81c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ubc0f \uace0\uac1d \ud3ec\ud138 \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub9c8\ucc30 \uc9c0\uc810\uc744 \ud30c\uc545\ud558\uc138\uc694: \uacc4\uc88c \uac1c\uc124 \uc911 \uc774\ud0c8\ub960, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucffc\ub9ac\uc5d0 \ub300\ud55c \uc751\ub2f5 \uc2dc\uac04, \ud3ec\ud138 \ub85c\uadf8\uc778 \ube48\ub3c4 \ub4f1\uc740 \ubaa8\ub450 \uace0\uac1d \uacbd\ud5d8\uc758 \ubb38\uc81c\uc810\uc744 \ud30c\uc545\ud558\ub294 \ub370 \uc720\uc6a9\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mapping-the-client-journey-in-practice\">\uc2e4\uc81c \uace0\uac1d \uc5ec\uc815 \ub9e4\ud551\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c \uc5ec\uc815 \ub9e4\ud551\uc774\ub780 \u201c\ud574\uc678\uc5d0\uc11c \ud22c\uc790 \uacc4\uc88c \uac1c\uc124\u201d \ub610\ub294 \u201c\ub86c\ubc14\ub4dc \ub300\ucd9c \uc2e0\uccad'\uacfc \uac19\uc740 \uad6c\uccb4\uc801\uc778 \uacbd\ub85c\ub97c \ub2e8\uacc4\ubcc4\ub85c \ubb38\uc11c\ud654\ud558\uc5ec \ubaa8\ub4e0 \uc9c4\uc2e4\uc758 \uc21c\uac04\uc744 \ud30c\uc545\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc81c \ub300\ubd80\ubd84\uc758 \uc5ec\uc815\uc740 \uac80\uc0c9 \uc5d4\uc9c4, \uc18c\uc15c \ubbf8\ub514\uc5b4 \ub610\ub294 \ube44\uad50 \uc0ac\uc774\ud2b8\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4. \uace0\uac1d\uc740 \uae30\ub300\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc804\ubb38 \uc6a9\uc5b4 \uc5c6\uc774 \uba85\ud655\ud558\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uc81c\ud488 \uc124\uba85<\/li>\n\n\n\n<li>\ubc18\ud488, \uc218\uc218\ub8cc \ub610\ub294 \ub300\ucd9c \uc0c1\ud658\uc744 \uc704\ud55c \ub300\ud654\ud615 \uacc4\uc0b0\uae30<\/li>\n\n\n\n<li>\uad81\uae08\ud55c \uc810\uc774 \uc0dd\uacbc\uc744 \ub54c \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc27d\uac8c \uc5f0\ub77d\ud558\uae30<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529\uc740 \uc885\uc774 \uc591\uc2dd\uacfc \uc9c0\uc810 \ubc29\ubb38\uc5d0\uc11c \uc804\uc790 \uc11c\uba85, \ube44\ub514\uc624 \uc2dd\ubcc4, \uc790\ub3d9\ud654\ub41c KYC \ud655\uc778\uc744 \ud1b5\ud55c \uc644\uc804\ud55c \ub514\uc9c0\ud138 \uc6cc\ud06c\ud50c\ub85c\ub85c \uc804\ud658\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8 \uacb0\uacfc \uacc4\uc88c \uac1c\uc124\uc5d0 \uac78\ub9ac\ub294 \uc2dc\uac04\uc774 \uba70\uce60\uc5d0\uc11c \uba87 \ubd84\uc73c\ub85c \ub2e8\ucd95\ub418\ub294 \ub3d9\uc2dc\uc5d0 \uace0\uac1d \ub9cc\uc871\ub3c4\uac00 \ud5a5\uc0c1\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\uc77c \ubc0f \uc8fc\uac04 \ucc38\uc5ec\ub3c4\ub294 \ubaa8\ubc14\uc77c \uc571\uacfc \ud3ec\ud138\uc5d0 \ud45c\uc2dc\ub418\ub294 \ub0b4\uc6a9\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2e4\uc2dc\uac04 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac00\uce58 \ubc0f \uc131\uacfc<\/li>\n\n\n\n<li>\ubcf4\uc720 \uc790\uc0b0\uacfc \ubaa9\ud45c\uc5d0 \ub530\ub978 \ub9de\ucda4\ud615 \uc778\uc0ac\uc774\ud2b8<\/li>\n\n\n\n<li><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5856\">ESG<\/a> \uc9c0\uc18d\uac00\ub2a5\uc131\uc5d0 \ubbfc\uac10\ud55c \ud22c\uc790\uc790\ub97c \uc704\ud55c \uc810\uc218<\/li>\n\n\n\n<li>\ub9ac\ubc38\ub7f0\uc2f1 \uae30\ud68c\ub97c \uc704\ud55c \uc0ac\uc804 \uc54c\ub9bc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc6d0 \uae30\ub300\uce58\ub3c4 \uc9c4\ud654\ud588\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uac04\ub2e8\ud55c \uc791\uc5c5\uc740 \uc5f0\uc911\ubb34\ud734 24\uc2dc\uac04 \uc140\ud504 \uc11c\ube44\uc2a4\ub97c \uc6d0\ud558\uace0, \ubcf5\uc7a1\ud55c \uacb0\uc815\uc740 \ubcf4\uc548 \uba54\uc2dc\uc9d5, \ud654\uc0c1 \ud1b5\ud654 \ub610\ub294 \uc804\ud654\ub97c \ud1b5\ud574 \uc7ac\ubb34 \uc804\ubb38\uac00\uc5d0\uac8c \uc2e0\uc18d\ud558\uac8c \uc5d0\uc2a4\uceec\ub808\uc774\uc158\ud558\uae30\ub97c \uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc608<\/strong>InvestGlass\ub97c \uc0ac\uc6a9\ud558\ub294 \ud55c \uc2a4\uc704\uc2a4 \ubbfc\uac04 \uc740\ud589\uc740 PDF\ub97c \uc774\uba54\uc77c\ub85c \ubcf4\ub0b4\uc9c0 \uc54a\uace0 \uc6f9\uc0ac\uc774\ud2b8 \uc591\uc2dd\uc5d0\uc11c \uac70\ub798 \uacc4\uc88c\uae4c\uc9c0 \uc7a0\uc7ac \uace0\uac1d\uc744 \uc548\ub0b4\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \ud558\ub098\uc758 \ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \ub514\uc9c0\ud138 \uc591\uc2dd\uc744 \uc791\uc131\ud558\uace0, \uc548\uc804\ud558\uac8c \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud558\uba70, \uc790\ub3d9\ud654\ub41c \uc0c1\ud0dc \uc5c5\ub370\uc774\ud2b8\ub97c \ubc1b\uace0, \ub2f4\ub2f9 \uc5b4\ub4dc\ubc14\uc774\uc800\uc640\uc758 \uc601\uc0c1 \ud1b5\ud654\ub97c \uc608\uc57d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-removing-friction-without-losing-control\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC: \ud1b5\uc81c\ub825\uc744 \uc783\uc9c0 \uc54a\uace0 \ub9c8\ucc30 \uc81c\uac70\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e0\uaddc \uace0\uac1d \uc628\ubcf4\ub529 \ubc0f KYC(\uace0\uac1d\uc54c\uae30\uc81c\ub3c4)\ub294 \uc885\uc885 \uae08\uc735 \uc11c\ube44\uc2a4, \ud2b9\ud788 \uad6d\uacbd \uac04 \uac70\ub798 \ubc0f \ud504\ub77c\uc774\ube57 \uc6f0\uc2a4 \ubd84\uc57c\uc5d0\uc11c \ucd5c\ucd08\uc774\uc790 \uac00\uc7a5 \ubc88\uac70\ub85c\uc6b4 \uc811\uc810\uc774 \ub429\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc758 \uadc0\ud558\uc758 \uae30\uad00\uc5d0 \ub300\ud55c \uc804\ubc18\uc801\uc778 \uc778\uc2dd\uc740 \uccab \ud22c\uc790\ub97c \ud558\uae30 \uc804\uc5d0 \ud615\uc131\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc740 \uc218\ub3d9 \uc9c0\uc810 \uae30\ubc18 \uc811\uadfc \ubc29\uc2dd\uc5d0 \ube44\ud574 \ud504\ub85c\uc138\uc2a4 \uc2dc\uac04\uc744 50~801%\uae4c\uc9c0 \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud575\uc2ec\uc740 \uc5c4\uaca9\ud55c \uaddc\uc815 \uc900\uc218 \uc694\uac74\uc744 \ucda9\uc871\ud558\uba74\uc11c \uac04\ud3b8\ud568\uc744 \ub290\ub084 \uc218 \uc788\ub294 \uc6cc\ud06c\ud50c\ub85c\ub97c \uc124\uacc4\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc744 \uc704\ud55c \ubaa8\ubc94 \uc0ac\ub840:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uacf5\uac1c\uc801\uc73c\ub85c \uc0ac\uc6a9 \uac00\ub2a5\ud55c \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \ubbf8\ub9ac \ucc44\uc6cc\uc9c4 \uc591\uc2dd<\/li>\n\n\n\n<li>\ud544\uc694\ud560 \ub54c\ub9cc \uc815\ubcf4\ub97c \uc694\uccad\ud558\ub294 \ud504\ub85c\uadf8\ub808\uc2dc\ube0c \ub370\uc774\ud130 \ucea1\ucc98<\/li>\n\n\n\n<li>\uba85\ud655\ud55c \uc5c5\ub85c\ub4dc \uc9c0\uce68\uc73c\ub85c \uc548\uc804\ud55c \ubb38\uc11c \uc218\uc9d1<\/li>\n\n\n\n<li>\uc644\ub8cc \uc0c1\ud0dc\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc2dc\uac01\uc801 \uc9c4\ud589\ub960 \ud45c\uc2dc\uae30<\/li>\n\n\n\n<li>\uc989\uac01\uc801\uc778 \ud655\uc778 \ubc0f \ub2e4\uc74c \ub2e8\uacc4 \uc548\ub0b4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4, EU \ubc0f \uae30\ud0c0 \uad00\ud560\uad8c\uc758 \uaddc\uc81c \ub2f9\uad6d\uc740 \ub370\uc774\ud130 \ubcf4\uc548 \ubc0f \uac10\uc0ac \ucd94\uc801\uc774 \uacac\uace0\ud558\ub2e4\ub294 \uc804\uc81c \ud558\uc5d0 \ub514\uc9c0\ud138 \uc2e0\uc6d0 \ud655\uc778\uc744 \uc810\uc810 \ub354 \ub9ce\uc774 \ud5c8\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uaddc\uc81c \ubcc0\ud654\ub97c \ud1b5\ud574 \uae08\uc735 \uc11c\ube44\uc2a4 \ud68c\uc0ac\ub294 \uaddc\uc815 \uc900\uc218\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \ud604\ub300\uc801\uc778 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 \uad6c\uc131 \uac00\ub2a5\ud55c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc81c\uacf5\ud558\uc5ec \uace0\uac1d\uc774 FINMA, GDPR \ubc0f \ud604\uc9c0 \ub370\uc774\ud130 \uac70\uc8fc \uaddc\uce59\uc744 \uc900\uc218\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ud604\ub300 \uace0\uac1d\uc774 \uc694\uad6c\ud558\ub294 \uc6d0\ud65c\ud55c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-balancing-compliance-security-and-convenience\">\uaddc\uc815 \uc900\uc218, \ubcf4\uc548, \ud3b8\uc758\uc131\uc758 \uade0\ud615 \ub9de\ucd94\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">EU\uc758 AMLD, \uc2a4\uc704\uc2a4\uc758 AMLA, MiFID II \uc801\ud569\uc131 \uc694\uac74\uacfc \uac19\uc740 \uc5c4\uaca9\ud55c \uaddc\uc81c\uc640 \uace0\uac1d\uc774 \uc6d0\ud558\ub294 \u201c\uc6d0\ud074\ub9ad\u201d \uacbd\ud5d8 \uc0ac\uc774\uc5d0\ub294 \uadfc\ubcf8\uc801\uc778 \uae34\uc7a5\uc774 \uc874\uc7ac\ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uae30\ub300\ub97c \uad00\ub9ac\ud558\ub824\uba74 \uc2e0\uc911\ud55c \uc124\uacc4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c8\ubb38 \ud615\uc2dd\uc774 \uc544\ub2cc \uc548\ub0b4\uc5d0 \ub530\ub978 \uacbd\ud5d8\ucc98\ub7fc \ub290\uaef4\uc9c0\ub294 KYC \ud504\ub85c\uc138\uc2a4\ub97c \uc124\uacc4\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc804\uccb4\uc801\uc73c\ub85c \uba85\ud655\ud558\uace0 \uae30\uc220\uc801\uc774\uc9c0 \uc54a\uc740 \uc5b8\uc5b4\ub97c \uc0ac\uc6a9\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uac01 \ub370\uc774\ud130\uac00 \ud544\uc694\ud55c \uc774\uc720\uc5d0 \ub300\ud55c \uc801\uc2dc\uc131 \uc788\ub294 \uc124\uba85 \uc81c\uacf5<\/li>\n\n\n\n<li>\uad00\ub828 \uc9c8\ubb38\uc744 \ub17c\ub9ac\uc801\uc73c\ub85c \uadf8\ub8f9\ud654<\/li>\n\n\n\n<li>\ubcf5\uc7a1\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc704\ud55c \uc800\uc7a5 \ubc0f \ub2e4\uc2dc \uc2dc\uc791 \uae30\ub2a5 \ud5c8\uc6a9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf4\uc548\uc740 \uc218\uc900 \ub192\uc740 \uace0\uac1d\uacfc\uc758 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud558\ub294 \ub370 \uc911\uc694\ud55c \uc694\uc18c\uc785\ub2c8\ub2e4. \ud544\uc218 \uc694\uc18c\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubaa8\ub4e0 \ub370\uc774\ud130 \uc804\uc1a1\uc5d0 \ub300\ud55c \uc885\ub2e8 \uac04 \uc554\ud638\ud654<\/li>\n\n\n\n<li>\uac15\ub825\ud55c \uc778\uc99d(MFA, \uc0dd\uccb4 \uc778\uc2dd \uc635\uc158)<\/li>\n\n\n\n<li>\uc801\uc808\ud55c \uad00\ud560\uad8c\uc758 \uc548\uc804\ud55c \ub370\uc774\ud130 \ud638\uc2a4\ud305<\/li>\n\n\n\n<li>\uba85\ud655\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc815\ucc45 \ubc0f \uae30\ubcf8 \uc124\uc815 \uc13c\ud130<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc640 \uaddc\uce59 \uc5d4\uc9c4\uc740 \uc218\ub3d9 \ud0a4 \uc7ac\uc785\ub825\uc744 \uc904\uc774\uace0 \uac01 \uace0\uac1d\uc774 \uc81c\ud488 \uc720\ud615, \uac70\uc8fc\uc9c0, \uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \ub530\ub77c \uc62c\ubc14\ub978 \uaddc\uc81c \uacbd\ub85c\ub97c \ub530\ub974\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc989, 2025\ub144\uc5d0 \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \uace0\uac1d\uc740 \ud2b9\uc815 \uc0c1\ud669\uc5d0 \ub530\ub77c \uc801\uc808\ud55c KYC \ud655\uc778 \ubc0f \uc704\ud5d8 \uacf5\uac1c\ub97c \ud1b5\ud574 \uc790\ub3d9\uc73c\ub85c \ub77c\uc6b0\ud305\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16.png\" alt=\"\uae08\uc735 \ubd84\uc57c\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ubc95\" class=\"wp-image-48993\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-personalisation-segmentation-and-portfolio-management\">\uac1c\uc778\ud654, \uc138\ubd84\ud654 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2023\ub144\ubd80\ud130 \uace0\uac1d\uc740 \ub9de\ucda4\ud615 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uad00\ub828 \ucf58\ud150\uce20, \uace0\uc720\ud55c \uc0c1\ud669\uc744 \ubc18\uc601\ud55c \uc0ac\uc804 \uc608\ubc29\uc801 \uc870\uc5b8 \ub4f1 \uae08\uc735\uc5d0\uc11c\ub3c4 \ub137\ud50c\ub9ad\uc2a4 \uc218\uc900\uc758 \uac1c\uc778\ud654\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \uc774\ub294 \uace0\uac1d \ub2c8\uc988\uc758 \uadfc\ubcf8\uc801\uc778 \ubcc0\ud654\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735\uc758 \uac1c\uc778\ud654\ub294 \ud0c4\ud0c4\ud55c \ud504\ub85c\ud30c\uc77c\ub9c1\uc744 \uae30\ubc18\uc73c\ub85c \uc774\ub8e8\uc5b4\uc838\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud22c\uc790 \ubaa9\ud45c(\uc131\uc7a5, \uc18c\ub4dd, \uc790\ubcf8 \ubcf4\uc874)<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704(\uc801\ud569\uc131 \uc124\ubb38\uc744 \ud1b5\ud574 \uac80\uc99d\ub428)<\/li>\n\n\n\n<li>ESG \uae30\ubcf8 \uc124\uc815 \ubc0f \uac00\uce58<\/li>\n\n\n\n<li>\uae30\uac04 \ubc0f \uc720\ub3d9\uc131 \uc694\uad6c \uc0ac\ud56d<\/li>\n\n\n\n<li>\uc778\uc0dd \uc774\ubca4\ud2b8 \ubc0f \uacc4\ud68d \uc774\uc815\ud45c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\ubd84\ud654 \uc804\ub7b5\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \uc0ac\ud56d\uc744 \uace0\ub824\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>\uc138\ubd84\ud654 \uc811\uadfc \ubc29\uc2dd<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc0ac\uc6a9 \uc0ac\ub840<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud61c\ud0dd<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>AUM \uacc4\uce35<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc11c\ube44\uc2a4 \uc218\uc900, \uc218\uc218\ub8cc \uad6c\uc870, \uc5b4\ub4dc\ubc14\uc774\uc800 \ud560\ub2f9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud6a8\uc728\uc801\uc778 \ub9ac\uc18c\uc2a4 \ubc30\ud3ec<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud589\ub3d9 \ud328\ud134<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac70\ub798 \ube48\ub3c4, \ud3ec\ud138 \ucc38\uc5ec\ub3c4, \ucf58\ud150\uce20 \uc120\ud638\ub3c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uad00\ub828 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub77c\uc774\ud504 \uc2a4\ud14c\uc774\uc9c0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc80a\uc740 \uc804\ubb38\uac00, \uc608\ube44 \ud1f4\uc9c1\uc790, \uc740\ud1f4\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uae30\uc801\uc808\ud55c \uc81c\ud488 \ucd94\ucc9c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc9c0\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc694\uad6c \uc0ac\ud56d, \uc5b8\uc5b4 \uae30\ubcf8 \uc124\uc815, \ud45c\uc900 \uc2dc\uac04\ub300<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \ud604\uc9c0\ud654\ub41c \uc11c\ube44\uc2a4<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc640 \uc9c1\uc811 \uc5f0\uacb0\ub429\ub2c8\ub2e4. \ub3d9\uc801 \uc790\uc0b0 \ubc30\ubd84, \ub9de\ucda4\ud615 \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \ubaa9\ud45c\uc5d0\uc11c \ubc97\uc5b4\ub0a0 \ub54c \uac1c\uc778\ud654\ub41c \uc54c\ub9bc\uc744 \ud1b5\ud574 \uace0\uac1d\uc774 \uc774\ud574\uc640 \uc9c0\uc6d0\uc744 \ubc1b\uace0 \uc788\ub2e4\ub294 \ub290\ub08c\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 CRM \ub370\uc774\ud130, \uace0\uac1d \ud3ec\ud138 \ud589\ub3d9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubaa8\ub4c8\uc744 \uacb0\ud569\ud558\uc5ec \uac01 \uace0\uac1d\uc5d0 \ub300\ud55c \uc885\ud569\uc801\uc778 \ubdf0\ub97c \uc0dd\uc131\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uace0\uac1d\uc758 \ub2c8\uc988\ub97c \uc9c4\uc815\uc73c\ub85c \uc774\ud574\ud558\ub294 \ub9de\ucda4\ud615 \ud22c\uc790 \uc81c\uc548\uacfc \uac80\ud1a0 \ud68c\uc758\ub97c \uc9c4\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-hyper-personalised-communications-and-offers\">\ucd08\uac1c\uc778\ud654\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \ud61c\ud0dd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub294 \uc774\uba54\uc77c\uc5d0 \uace0\uac1d \uc774\ub984\uc744 \uc0ac\uc6a9\ud558\ub294 \uac83 \uc774\uc0c1\uc758 \uc758\ubbf8\ub97c \uac16\uc2b5\ub2c8\ub2e4. \uc9c4\uc815\ud55c \ucd08\uac1c\uc778\ud654\ub294 \ubcf4\uc720 \uc790\uc0b0, \ud604\uae08 \ud750\ub984, \uad00\uc2ec\uc0ac \ubc0f \ud589\ub3d9\uc744 \ubc18\uc601\ud558\uc5ec \uc801\uc808\ud55c \ucc44\ub110\uc744 \ud1b5\ud574 \uad00\ub828\uc131 \uc788\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc81c\uacf5\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud6a8\uacfc\uc801\uc778 \uac1c\uc778\ud654\uc758 \uba87 \uac00\uc9c0 \uc608\uc785\ub2c8\ub2e4:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc9c0\uc18d \uac00\ub2a5\ud55c \uc758\ubb34\uac00 \uc788\ub294 \uace0\uac1d\uc5d0\uac8c\ub9cc 2024\ub144 ESG \uc601\ud5a5 \ubcf4\uace0\uc11c \ubc1c\uc1a1<\/li>\n\n\n\n<li>\uc2e0\uaddc \uc624\ud37c\ub9c1\uc5d0 \uad00\uc2ec\uc744 \ud45c\uba85\ud55c \ud65c\uc131 \ud2b8\ub808\uc774\ub354\uc5d0\uac8c \ud2b9\ubcc4\ud788 IPO \uc54c\ub9bc\uc744 \ubcf4\ub0c5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc5f0\ub9d0\uc774 \ub2e4\uac00\uc624\ub294 \uace0\uac1d\uc5d0\uac8c \uc801\uc808\ud55c \ud3ec\uc9c0\uc158\uc73c\ub85c \uc138\uae08 \uc190\uc2e4 \uc218\uc2b5\uc744 \uc81c\uc548\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uae08\ub9ac \ud658\uacbd\uc774 \uc6b0\ud638\uc801\uc73c\ub85c \ubcc0\ud654\ud560 \ub54c \ubaa8\uae30\uc9c0 \uace0\uac1d\uc5d0\uac8c \uc7ac\uc735\uc790 \uc54c\ub9bc \uc81c\uacf5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud589\ub3d9 \ub370\uc774\ud130\ub294 \ub354\uc6b1 \uc815\uad50\ud55c \ud0c0\uac9f\ud305\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ud3ec\ud138 \ub85c\uadf8\uc778 \ube48\ub3c4, \uc870\ud68c\ud55c \ucf58\ud150\uce20, \ub193\uce5c \ub9ac\ubdf0 \ubbf8\ud305, \uac70\ub798 \ud328\ud134\uc740 \ubaa8\ub450 \uace0\uac1d\uc758 \uc758\ub3c4\uc640 \ub2c8\uc988\ub97c \ud30c\uc545\ud560 \uc218 \uc788\ub294 \uc9c0\ud45c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub294 \uaddc\uc815\uc744 \uc900\uc218\ud574\uc57c \ud569\ub2c8\ub2e4. \ucd94\ucc9c \uae08\uc735 \uc0c1\ud488\uc740 \ud56d\uc0c1 \uc801\ud569\uc131 \ubc0f \uc801\uc815\uc131 \uaddc\uce59\uc5d0 \ubd80\ud569\ud574\uc57c \ud558\uba70, \uac01 \ucd94\ucc9c\uc774 \uc774\ub8e8\uc5b4\uc9c4 \uc774\uc720\ub97c \ubb38\uc11c\ud654\ud55c \uba85\ud655\ud55c \uac10\uc0ac \ucd94\uc801\uc774 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uad50\ucc28 \ud310\ub9e4 \uae30\ud68c\ub294 \uacf5\uaca9\uc801\uc778 \uc601\uc5c5 \uc804\ub7b5\uc774 \uc544\ub2c8\ub77c \uc9c4\uc815\ud55c \uace0\uac1d \ub2c8\uc988\uc5d0\uc11c \uc790\uc5f0\uc2a4\ub7fd\uac8c \uc0dd\uaca8\ub098\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%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=\"5857\">\ub9c8\ucf00\ud305<\/a> \uc790\ub3d9\ud654\ub294 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \uc778\ud504\ub77c \ub0b4\uc5d0\uc11c \ubaa8\ub4e0 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uc138\ubd84\ud654\ub41c \ub9c8\ucf00\ud305 \ucea0\ud398\uc778\uc744 \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158\ud558\uc5ec \uace0\uac1d\uc758 \uc790\uc0b0 \ubcf4\ud638\ub97c \ub3d5\ub294 \ud504\ub77c\uc774\ubc84\uc2dc\ub97c \uc911\uc2dc\ud558\ub294 \uae30\uad00\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-omnichannel-engagement-blending-digital-and-human-advice\">\uc634\ub2c8\ucc44\ub110 \ucc38\uc5ec: \ub514\uc9c0\ud138\uacfc \uc0ac\ub78c\uc758 \uc870\uc5b8\uc758 \uc870\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc5d0\ub3c4 \uace0\uac1d\ub4e4\uc740 \uc740\ud1f4 \uacc4\ud68d, \uc0c1\uc18d \uad6c\uc870\ud654, \uc0ac\uc5c5 \uc2b9\uacc4, \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \ud0d0\uc0c9 \ub4f1 \ubcf5\uc7a1\ud55c \uacb0\uc815\uc744 \ub0b4\ub9b4 \ub54c \uc5ec\uc804\ud788 \uc0ac\ub78c\uacfc\uc758 \uc18c\ud1b5\uc744 \uc6d0\ud569\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc794\uc561 \ud655\uc778\uc774\ub098 \uc5f0\ub77d\ucc98 \uc815\ubcf4 \uc5c5\ub370\uc774\ud2b8\uc640 \uac19\uc740 \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc5d0\uc11c\ub3c4 \ub514\uc9c0\ud138\uc758 \ud3b8\ub9ac\ud568\uc744 \uc120\ud638\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc634\ub2c8\ucc44\ub110\uc774\ub780 \ubaa8\ubc14\uc77c \uc571, \uc6f9 \ud3ec\ud138, \uc774\uba54\uc77c, \uc9c0\uc810, \ucf5c\uc13c\ud130 \uc0c1\ud638\uc791\uc6a9, \uad00\uacc4 \uad00\ub9ac\uc790 \ub4f1\uc5d0\uc11c \ubc18\ubcf5\uc801\uc778 \ub370\uc774\ud130\ub098 \ub04a\uc5b4\uc9c4 \uc778\uacc4 \uc5c6\uc774 \uc77c\uad00\ub41c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uace0\uac1d\ub4e4\uc740 \ubcc4\ub3c4\uc758 \ubd80\uc11c\uc5d0 \uc815\ubcf4\ub97c \ub2e4\uc2dc \uc124\uba85\ud574\uc57c \ud560 \ub54c \uc88c\uc808\uac10\uc744 \ub290\ub08d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uba85\ud655\ud55c \ub514\uc790\uc778\uc744 \ud1b5\ud574 \ucc44\ub110 \uc120\ud0dd\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc791\uc5c5 \uc720\ud615<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uae30\ubcf8 \uc124\uc815 \ucc44\ub110<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uacbd\ub85c<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc794\uc561 \ud655\uc778, \uba85\uc138\uc11c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubaa8\ubc14\uc77c \uc571, \ud3ec\ud138<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucc57\ubd07 \u2192 \uc804\ud654 \uc9c0\uc6d0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc8fc\uc18c \ubcc0\uacbd, \uac04\ud3b8 \uc1a1\uae08<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc140\ud504 \uc11c\ube44\uc2a4 \ud3ec\ud138<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uc548 \uba54\uc2dc\uc9d5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud22c\uc790 \uad00\ub828 \uc9c8\ubb38<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uc548 \uba54\uc2dc\uc9d5, \uc5b4\ub4dc\ubc14\uc774\uc800 \ud1b5\ud654<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud654\uc0c1 \uc0c1\ub2f4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcf5\uc7a1\ud55c \uacc4\ud68d(\uc740\ud1f4, \ubd80\ub3d9\uc0b0)<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800 \ud68c\uc758(\ub300\uba74\/\ud654\uc0c1)<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc804\ubb38\uac00 \ud300 \ucd94\ucc9c<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc740 \uc911\uc559 CRM\uc5d0 \uae30\ub85d\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc0c1\ub2f4\uc6d0\uc774 \uace0\uac1d\uacfc \ub300\ud654\ud560 \ub54c \ucd5c\uadfc \ud3ec\ud138 \ud65c\ub3d9, \ubbf8\uacb0 \uc11c\ube44\uc2a4 \uc694\uccad, \ub9c8\uc9c0\ub9c9 \ubbf8\ud305 \ub178\ud2b8, \ud604\uc7ac \ubcf4\uc720 \uc790\uc0b0 \ub4f1 \uc804\uccb4 \uc0c1\ud669\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \u201c\uc774\ubbf8 \ub3d9\ub8cc\uc5d0\uac8c \ub9d0\ud588\ub294\ub370\u201d\ub77c\ub294 \uc88c\uc808\uac10\uc744 \uc5c6\uc568 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \uace0\uac1d \ud3ec\ud138, CRM, \ubcf4\uc548 \uba54\uc2dc\uc9d5\uc740 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc5ec\ub7ec \ucc44\ub110\uc5d0\uc11c \uc6d0\ud65c\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uad00\ub9ac\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ub2e8\uc77c \uc870\uc5b8 \uae30\ub85d\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad00\uacc4 \uad00\ub9ac \uc811\uadfc \ubc29\uc2dd\uc740 \uc7a5\uae30\uc801\uc778 \uace0\uac1d \ucc38\uc5ec\ub97c \uad6c\ucd95\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=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17.png\" alt=\"\uae08\uc735 \ubd84\uc57c\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ubc95\" class=\"wp-image-48994\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-designing-seamless-journeys-across-channels\">\ucc44\ub110 \uc804\ubc18\uc758 \uc6d0\ud65c\ud55c \uc5ec\uc815 \uc124\uacc4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc740 \ud55c \ucc44\ub110\uc5d0\uc11c \uc2dc\uc791\ud55c \ud6c4 \ub2e4\uc2dc \uc2dc\uc791\ud558\uc9c0 \uc54a\uace0 \ub2e4\ub978 \ucc44\ub110\uc5d0\uc11c \uacc4\uc18d\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ubaa8\ubc14\uc77c\uc5d0\uc11c \uc2dc\uc791\ud55c \ub300\ucd9c \uc2e0\uccad\uc740 \uc774\uc804\uc5d0 \uc785\ub825\ud55c \ubaa8\ub4e0 \uc815\ubcf4\uac00 \ubcf4\uc874\ub41c \uc0c1\ud0dc\uc5d0\uc11c \uc601\uc0c1 \ud1b5\ud654\ub97c \ud1b5\ud574 RM\uacfc \uc6d0\ud65c\ud558\uac8c \uc7ac\uac1c\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc5ec\uc815 \uc608\uc2dc:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\uace0\uac1d\uc740 \uc624\ud6c4 10\uc2dc\uc5d0 \uc6f9\uc0ac\uc774\ud2b8\uc5d0\uc11c \uc628\ubcf4\ub529\uc744 \uc2dc\uc791\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub2e4\uc74c \ub0a0 \uc544\uce68 \ucd9c\ud1f4\uadfc \uc2dc\uac04\uc5d0 \ubaa8\ubc14\uc77c \uc571\uc73c\ub85c \ubb38\uc11c \uc5c5\ub85c\ub4dc<\/li>\n\n\n\n<li>\ubb38\uc11c\uac00 \ud655\uc778\ub418\uc5c8\ub2e4\ub294 \uc54c\ub9bc\uc744 \ubc1b\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud3ec\ud138\uc744 \ud1b5\ud55c \ud654\uc0c1 \uc0c1\ub2f4 \uc608\uc57d<\/li>\n\n\n\n<li>\ud654\uc0c1 \ud68c\uc758 \ud6c4 \uc804\uc790 \uc11c\uba85\uc744 \ud1b5\ud574 \ud22c\uc790 \uc704\uc784 \uc644\ub8cc<\/li>\n\n\n\n<li>\ud3ec\ud138 \uc561\uc138\uc2a4 \ubc0f \uc5b4\ub4dc\ubc14\uc774\uc800 \uc5f0\ub77d\ucc98 \uc815\ubcf4\uac00 \ud3ec\ud568\ub41c \ud658\uc601 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc218\uc2e0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uad50\uc721\uae30\uad00\uc740 \ucc44\ub110 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc11c\ube44\uc2a4 \uc218\uc900\uacfc \uba54\uc2dc\uc9c0\ub97c \uc870\uc815\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc77c\uad00\ub41c \uac00\uaca9 \ubc0f \uc218\uc218\ub8cc \uacf5\uac1c<\/li>\n\n\n\n<li>\ud1b5\ud569\ub41c \uc81c\ud488 \uc774\ub984 \ubc0f \uc790\uaca9 \uae30\uc900<\/li>\n\n\n\n<li>\uc774\uba54\uc77c\uacfc \ud3ec\ud138\uc5d0 \ub3d9\uc77c\ud55c \uc815\ubcf4\uac00 \ud45c\uc2dc\ub418\ub3c4\ub85d \uc870\uc815\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/li>\n\n\n\n<li>\uba85\ud655\ud55c SLA: \uc601\uc5c5\uc77c \uae30\uc900 4\uc2dc\uac04 \uc774\ub0b4\uc5d0 \ubcf4\uc548 \uba54\uc2dc\uc9c0\uc5d0 \ub300\ud55c \ub2f5\ubcc0, \uc601\uc5c5\uc77c \uae30\uc900 1\uc77c \uc774\ub0b4\uc5d0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucffc\ub9ac \ud574\uacb0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc634\ub2c8\ucc44\ub110\uc758 \uc6b0\uc218\uc131\uc740 \uc2a4\uc704\uc2a4 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9\uacfc \uac19\uc774 \uace0\uac1d\uc774 \uc5ec\ub7ec \ucc44\ub110\uc5d0\uc11c \uc601\uc5b4, \ud504\ub791\uc2a4\uc5b4, \ub3c5\uc77c\uc5b4 \uc0ac\uc774\ub97c \uc804\ud658\ud560 \uc218 \uc788\ub294 \uad6d\uacbd \uac04 \ubc0f \ub2e4\uad6d\uc5b4 \ud658\uacbd\uc5d0\uc11c\ub294 \ud2b9\ud788 \uc911\uc694\ud569\ub2c8\ub2e4. \uc6d0\ud65c\ud55c \uc0c1\ud638 \uc791\uc6a9\uc744 \uc704\ud574\uc11c\ub294 \uc5b8\uc5b4\ub098 \ucc44\ub110\uc5d0 \uad00\uacc4\uc5c6\uc774 \ucee8\ud14d\uc2a4\ud2b8\ub97c \uc720\uc9c0\ud558\ub294 \uc2dc\uc2a4\ud15c\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ai-and-automation-to-scale-client-experience-safely\">\uace0\uac1d \uacbd\ud5d8\uc744 \uc548\uc804\ud558\uac8c \ud655\uc7a5\ud558\ub294 AI \ubc0f \uc790\ub3d9\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2023\ub144\ubd80\ud130 \uc0dd\uc131\ud615 AI\ub97c \ud3ec\ud568\ud55c AI\ub294 \uae08\uc735 \ubd84\uc57c\uc5d0\uc11c \uace0\uac1d\uacfc \uc5b4\ub4dc\ubc14\uc774\uc800 \uacbd\ud5d8 \ubaa8\ub450\ub97c \uac1c\uc120\ud558\ub294 \ud575\uc2ec \ub3c4\uad6c\ub85c \uc790\ub9ac \uc7a1\uc558\uc2b5\ub2c8\ub2e4. \uc774 \uae30\uc220\uc744 \ud1b5\ud574 \uae30\uad00\uc740 \ube44\uc6a9\uc744 \ube44\ub840\uc801\uc73c\ub85c \ub298\ub9ac\uc9c0 \uc54a\uace0\ub3c4 \ub300\uaddc\ubaa8\ub85c \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uc0c1 \uc5b4\uc2dc\uc2a4\ud134\ud2b8\uc640 \ucc57\ubd07\uc740 \uc77c\ubc18\uc801\uc778 \uc9c8\ubb38\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \ucc98\ub9ac\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc794\uc561 \uc870\ud68c \ubc0f \uac70\ub798 \ub0b4\uc5ed<\/li>\n\n\n\n<li>\ubb38\uc11c \uc694\uccad \ubc0f \uba85\uc138\uc11c \uc0dd\uc131<\/li>\n\n\n\n<li>\uae30\ubcf8 \uc81c\ud488 \uc870\ud68c \ubc0f \uc790\uaca9 \ud655\uc778<\/li>\n\n\n\n<li>\uc57d\uc18d \uc608\uc57d \ubc0f \uc5b4\ub4dc\ubc14\uc774\uc800 \ub77c\uc6b0\ud305<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uae30\uc220\uc744 \ud1b5\ud574 \uc0c1\ub2f4\uc0ac\ub294 \ub354 \uac00\uce58 \uc788\ub294 \ub300\ud654\ub97c \ud560 \uc218 \uc788\uc73c\uba70, \uc989\uac01\uc801\uc778 \uc751\ub2f5\uc73c\ub85c \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc608\uce21 \ubd84\uc11d\uc740 \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8\ub97c \uc554\uc2dc\ud558\ub294 \ub300\uaddc\ubaa8 \ud604\uae08 \uc720\uc785, 2025~2030\ub144 \ucf54\ud638\ud2b8\uc758 \uc740\ud1f4 \ub0a0\uc9dc\uac00 \ub2e4\uac00\uc624\uac70\ub098 \uc7a0\uc7ac\uc801\uc778 \uc774\ud0c8 \uc704\ud5d8\uc744 \ub098\ud0c0\ub0b4\ub294 \ud328\ud134 \ub4f1 \uc0dd\ud65c \uc774\ubca4\ud2b8\uc640 \uae30\ud68c\ub97c \uac10\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc0ac\ud6c4 \ub300\uc751\uc801\uc778 \uace0\uac1d \ucc38\uc5ec\uac00 \uc544\ub2cc \uc0ac\uc804 \uc608\ubc29\uc801\uc778 \uace0\uac1d \ucc38\uc5ec\uac00 \uac00\ub2a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub294 \ubc31\uc624\ud53c\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \ud601\uc2e0\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubb38\uc11c \ubd84\ub958 \ubc0f \ub77c\uc6b0\ud305<\/li>\n\n\n\n<li>KYC \uac80\ud1a0 \uc6cc\ud06c\ud50c\ub85c<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \uac80\uc0ac \uc790\ub3d9\ud654<\/li>\n\n\n\n<li>\uc608\uc57d\ub41c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0<\/li>\n\n\n\n<li>\uc0ac\uae30 \ud0d0\uc9c0 \ubc0f \uc54c\ub9bc \uc0dd\uc131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 AI \uae30\ubc18 \ub3c4\uad6c\ub97c \ud65c\uc6a9\ud558\uc5ec \ud1b5\uc81c\ub41c \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud658\uacbd \ub0b4\uc5d0\uc11c \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ucd08\uc548 \uc791\uc131, \uae30\ud68c \uc810\uc218 \uc0b0\uc815, \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc6b0\uc120\uc21c\uc704 \uc9c0\uc815\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ud2b9\ud788, \uc774\ub294 \ubbfc\uac10\ud55c \ub370\uc774\ud130\uac00 \uc54c\ub824\uc9c0\uc9c0 \uc54a\uc740 \ud074\ub77c\uc6b0\ub4dc\ub85c \ub0b4\ubcf4\ub0b4\uc9c0\ub294 \uac83\uc744 \ubc29\uc9c0\ud558\uc5ec \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638\ub97c \uc911\uc2dc\ud558\ub294 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\uad00\uc5d0\uac8c \uc911\uc694\ud55c \uc6b0\ub824 \uc0ac\ud56d\uc744 \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-maintaining-human-oversight-and-regulatory-compliance\">\uc778\uc801 \uac10\ub3c5 \ubc0f \uaddc\uc815 \uc900\uc218 \uc720\uc9c0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \uae08\uc735 \ubd84\uc57c\uc5d0\uc11c AI\ub294 \ud56d\uc0c1 \uc0ac\ub78c\uc758 \uac10\ub3c5\uacfc \uba85\ud655\ud55c \ucc45\uc784 \ud558\uc5d0 \uc791\ub3d9\ud574\uc57c \ud569\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub294 \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud558\uc9c0\ub9cc, \uc870\uc5b8\uc5d0 \ub300\ud55c \uc758\uc0ac \uacb0\uc815\uc740 \uba74\ud5c8\ub97c \uc18c\uc9c0\ud55c \uc804\ubb38\uac00\uac00 \ub0b4\ub824\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uae08\uc735 \ubd84\uc57c\uc758 AI \uac70\ubc84\ub10c\uc2a4\ub97c \uc704\ud55c \ud575\uc2ec \uc6d0\uce59<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc6d0\uce59<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uad6c\ud604<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud734\uba3c \ub9ac\ubdf0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800 \ub610\ub294 \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\uac00 \uac80\ud1a0\ud55c \uc81c\ud488 \ub610\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \ub300\ud55c AI \uc81c\uc548<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc124\uba85 \uac00\ub2a5\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>AI \ubaa8\ub378\uc774 \ucd94\ucc9c\uc744 \ud558\ub294 \uc774\uc720\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \ubb38\uc11c\ud654<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uac10\uc0ac \ucd94\uc801<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc81c \uac80\ud1a0\ub97c \uc704\ud55c AI \uc9c0\uc6d0 \uc758\uc0ac \uacb0\uc815\uc758 \uc804\uccb4 \uae30\ub85d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uac70\ubc84\ub10c\uc2a4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2b9\uc778\ub41c \uc775\uba85\ud654\ub41c \ub370\uc774\ud130 \uc138\ud2b8\uc5d0 \ub300\ud55c \uad50\uc721\ub9cc \uc81c\uacf5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad00\ud560 \uc9c0\uc5ed \uaddc\uc815 \uc900\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc801\uc808\ud55c \uc704\uce58(\uc2a4\uc704\uc2a4, \uc628\ud504\ub808\ubbf8\uc2a4)\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 \ub370\uc774\ud130<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">MiFID II \ubc0f \uc774\uc640 \uc720\uc0ac\ud55c \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ub530\ub77c \uc0c1\ud488 \ucd94\ucc9c\uc740 \uac01 \uace0\uac1d\uc5d0\uac8c \uc801\ud569\ud574\uc57c \ud569\ub2c8\ub2e4. AI\ub294 \uae30\ud68c\uc5d0 \ud50c\ub798\uadf8\ub97c \uc9c0\uc815\ud558\uace0 \uc81c\uc548\uc11c\ub97c \uc900\ube44\ud558\uc5ec \ub3c4\uc6c0\uc744 \uc904 \uc218 \uc788\uc9c0\ub9cc, \ucd94\ucc9c\uc744 \uc804\ub2ec\ud558\uae30 \uc804\uc5d0 \uc0ac\ub78c\uc774 \uc9c1\uc811 \uac80\uc99d\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub2f9\uad6d\uc774 AI \uc0ac\uc6a9\uc744 \uba74\ubc00\ud788 \uc870\uc0ac\ud568\uc5d0 \ub530\ub77c \uc124\uba85 \uac00\ub2a5\uc131\uc740 \uc810\uc810 \ub354 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uad00\uc740 \ud2b9\ud788 \uac10\ub3c5\uc790\ub098 \uace0\uac1d\uc774 \uc9c8\ubb38\ud560 \ub54c \ubaa8\ub378\uc774 \ud2b9\uc815 \uc0c1\ud488\uc744 \ucd94\ucc9c\ud558\uac70\ub098 \ud2b9\uc815 \uc704\ud5d8\uc744 \ud45c\uc2dc\ud55c \uc774\uc720\ub97c \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \uc8fc\uad8c \uc694\uac74\uc744 \uc900\uc218\ud558\uba74\uc11c AI \ubaa8\ub378\uc744 \ud1b5\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uaddc\uc815 \uc900\uc218\ub098 \uace0\uac1d \uc2e0\ub8b0\ub97c \ud6fc\uc190\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \uae30\uc220\uc744 \ud65c\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-monitoring-and-continuously-improving-client-experience\">\uace0\uac1d \uacbd\ud5d8 \uce21\uc815, \ubaa8\ub2c8\ud130\ub9c1 \ubc0f \uc9c0\uc18d\uc801\uc778 \uac1c\uc120<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uacbd\ud5d8\uc740 \ub2e4\ub978 \uc804\ub7b5\uc801 \uc774\ub2c8\uc154\ud2f0\ube0c\uc640 \ub9c8\ucc2c\uac00\uc9c0\ub85c \uce21\uc815\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uba85\ud655\ud55c KPI\uc640 \ud53c\ub4dc\ubc31 \ub8e8\ud504\uac00 \uc5c6\uc73c\uba74 \uac1c\uc120\uc740 \uccb4\uacc4\uc801\uc774\uae30\ubcf4\ub2e4\ub294 \uc77c\ud654\uc801\uc778 \uc218\uc900\uc5d0 \uba38\ubb3c\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc7ac\ubb34 \ubd80\ubb38\uc744 \uc704\ud55c \uad8c\uc7a5 CX \uc9c0\ud45c<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>Metric<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc124\uba85<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>Target<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc138\uadf8\uba3c\ud2b8\ubcc4 NPS<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc720\ud615\ubcc4\ub85c \uc138\ubd84\ud654\ub41c \ucd94\ucc9c \uac00\ub2a5\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>HNW &gt; 40, \uc18c\ub9e4 &gt; 30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>CSAT \ud3ec\uc2a4\ud2b8 \uc0c1\ud638\uc791\uc6a9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc911\uc694\ud55c \uc21c\uac04(\uc628\ubcf4\ub529, \ud68c\uc758) \uc774\ud6c4\uc758 \ub9cc\uc871\ub3c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&gt;4.0\/5.0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \ub178\ub825 \uc810\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc911\uc694\ud55c \ud504\ub85c\uc138\uc2a4 \uc644\ub8cc\uc758 \uc6a9\uc774\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&lt;2.0\/5.0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uccab \ubc88\uc9f8 \uc5f0\ub77d\ucc98 \ud574\uacb0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uc5c6\uc774 \ud574\uacb0\ub41c \ubb38\uc81c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&gt;70%<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc6b4\uc601 \uba54\ud2b8\ub9ad\uc740 \ucd94\uac00\uc801\uc778 \uac00\uce58 \uc788\ub294 \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc628\ubcf4\ub529 \uc8fc\uae30 \uc2dc\uac04(\ubaa9\ud45c: \ub514\uc9c0\ud138\uc758 \uacbd\uc6b0 24\uc2dc\uac04 \ubbf8\ub9cc, \ubcf5\ud569\uc758 \uacbd\uc6b0 5\uc77c \ubbf8\ub9cc)<\/li>\n\n\n\n<li>\ub514\uc9c0\ud138 \ub300 \uc885\uc774 \ud504\ub85c\uc138\uc2a4 \ube44\uc728(\ubaa9\ud45c: \ub514\uc9c0\ud138 80% \uc774\uc0c1)<\/li>\n\n\n\n<li>\ud3ec\ud138 \ucc44\ud0dd \ubc0f \ub85c\uadf8\uc778 \ube48\ub3c4<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \ucffc\ub9ac\uc5d0 \ub300\ud55c \uc751\ub2f5 \uc2dc\uac04<\/li>\n\n\n\n<li>\uc81c\ud488 \ub77c\uc778 \ubc0f \ucc44\ub110\ubcc4 \ubd88\ub9cc \ube44\uc728<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ud53c\ub4dc\ubc31 \uc218\uc9d1\uc740 \uccb4\uacc4\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc838\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc8fc\uc694 \uc0c1\ud638\uc791\uc6a9 \ud6c4 \ud3ec\ud138 \uc124\ubb38\uc870\uc0ac\uc5d0\uc11c<\/li>\n\n\n\n<li>\ud68c\uc758 \uc774\uba54\uc77c \uc124\ubb38\uc9c0 \uac8c\uc2dc<\/li>\n\n\n\n<li>\uac1c\ubc29\ud615 \uc9c8\ubb38\uc774 \ud3ec\ud568\ub41c \uc815\uae30\uc801\uc778 \uad00\uacc4 \uac80\ud1a0<\/li>\n\n\n\n<li>\uc9c0\uc6d0 \ud2f0\ucf13 \ubc0f \ubd88\ub9cc \ud328\ud134 \ubd84\uc11d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub300\uc2dc\ubcf4\ub4dc\ub294 CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc11c\ube44\uc2a4 \ub370\uc774\ud130\ub97c \ud1b5\ud569\ud558\uc5ec \uc5b4\ub5a4 \uc138\uadf8\uba3c\ud2b8\uc640 \uc5ec\uc815\uc774 \uac00\uc7a5 \uc88b\uc740 \uacbd\ud5d8 \ub610\ub294 \ucd5c\uc545\uc758 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub370\uc774\ud130 \ubd84\uc11d \uae30\ub2a5\uc744 \ud1b5\ud574 \uac1c\uc120 \ub178\ub825\uc744 \uc9d1\uc911\ud574\uc57c \ud6a8\uacfc\ub97c \uadf9\ub300\ud654\ud560 \uc218 \uc788\ub294 \ubd80\ubd84\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-a-client-centric-culture-and-governance\">\uace0\uac1d \uc911\uc2ec \ubb38\ud654 \ubc0f \uac70\ubc84\ub10c\uc2a4 \uad6c\ucd95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc220\uc740 \ud6cc\ub96d\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc9c0\ub9cc, \uc774\ub97c \uc720\uc9c0\ud558\ub294 \uac83\uc740 \ubb38\ud654\uc785\ub2c8\ub2e4. \uc9c1\uc6d0\uacfc \uacbd\uc601\uc9c4\uc774 \uace0\uac1d \uc6b0\uc120\uc758 \uc0ac\uace0\ubc29\uc2dd\uc744 \uacf5\uc720\ud574\uc57c \uac1c\uc120\uc774 \ubfcc\ub9ac\ub0b4\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uac70\ubc84\ub10c\uc2a4 \uad6c\uc870\ub97c \uc218\ub9bd\ud558\uc138\uc694:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c\uc744 \ud3ec\ud568\ud55c \ub2e4\uc591\ud55c \uae30\ub2a5\uc758 CX \uc704\uc6d0\ud68c\ub97c \uad6c\uc131\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4(\uad00\uacc4 \uad00\ub9ac\uc790, \uc5b4\ub4dc\ubc14\uc774\uc800)<\/li>\n\n\n\n<li>\uc6b4\uc601(\uc628\ubcf4\ub529, \uc11c\ube44\uc2a4 \ud300)<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218 \ubc0f \uc704\ud5d8<\/li>\n\n\n\n<li>IT \ubc0f \ub514\uc9c0\ud138<\/li>\n\n\n\n<li>\ub9c8\ucf00\ud305 \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc704\uc6d0\ud68c\ub294 \uc6b0\uc120\uc21c\uc704\ub97c \uc870\uc815\ud558\uace0, \ubd84\uae30\ubcc4\ub85c \uc5ec\uc815 \uc131\uacfc\ub97c \uac80\ud1a0\ud558\uba70, \uc601\ud5a5\ub825\uc774 \ud070 \uac1c\uc120 \uc0ac\ud56d\uc5d0 \ub9ac\uc18c\uc2a4\ub97c \ud560\ub2f9\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uacbd\ud5d8 \uacb0\uacfc\uc5d0 \ub530\ub77c \uc778\uc13c\ud2f0\ube0c\ub97c \uc870\uc815\ud558\uc138\uc694:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AUM \ubc0f \uc218\uc775 \ubaa9\ud45c\uc640 \ud568\uaed8 \ub9cc\uc871\ub3c4 \ubc0f \ub9ac\ud150\uc158 \uc9c0\ud45c\ub97c \ud3ec\ud568\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uae0d\uc815\uc801\uc778 \uace0\uac1d \ud53c\ub4dc\ubc31\uc744 \ubc1b\uc740 \uc0c1\ub2f4\uc0ac \ud45c\ucc3d\ud558\uae30<\/li>\n\n\n\n<li>\ud300 \uac04\uc5d0 \ud22c\uba85\ud558\uac8c CX \uba54\ud2b8\ub9ad \uacf5\uc720<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad50\uc721\uc5d0 \ud22c\uc790\ud558\uc138\uc694:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubaa8\ub4e0 \uace0\uac1d \ub300\uba74 \uc9c1\uc6d0\uc744 \uc704\ud55c \ub514\uc9c0\ud138 \ub3c4\uad6c \uc219\ub828\ub3c4 \ud5a5\uc0c1<\/li>\n\n\n\n<li>\ub370\uc774\ud130 \ubcf4\ud638 \ubc0f \uaddc\uc815 \uc900\uc218 \uc694\uad6c \uc0ac\ud56d<\/li>\n\n\n\n<li>\uacf5\uac10 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ubc95<\/li>\n\n\n\n<li>\uc2dc\ub098\ub9ac\uc624 \uae30\ubc18 \ud559\uc2b5(\uc2dc\uc7a5 \uce68\uccb4, \uae08\ub9ac \ubcc0\ub3d9, \uaddc\uc81c \ubcc0\ud654)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc18d\uc801\uc778 \uac1c\uc120 \uc8fc\uae30 \uc218\ub9bd: \uc791\uc740 CX \uac1c\uc120 \uc0ac\ud56d\uc744 \ud14c\uc2a4\ud2b8\ud558\uace0, \uacb0\uacfc\ub97c \uce21\uc815\ud558\uace0, \uc9c0\uc5ed \ubc0f \uc0ac\uc5c5\ubd80 \uc804\uccb4\uc5d0 \uac78\uccd0 \ud6a8\uacfc\uc801\uc778 \uc0ac\ud56d\uc744 \ud655\uc7a5\ud569\ub2c8\ub2e4. \uc62c\ubc14\ub978 \uc804\ub7b5\uc740 \uc57c\ub9dd\uacfc \uc2e4\uc6a9\uc8fc\uc758\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-benchmark-customer-service-standards\">\ubca4\uce58\ub9c8\ud06c \uace0\uac1d \uc11c\ube44\uc2a4 \ud45c\uc900 \uad6c\ud604\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub298\ub0a0\uc758 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uc5d0\uc11c \ubca4\uce58\ub9c8\ud06c \uace0\uac1d \uc11c\ube44\uc2a4 \ud45c\uc900\uc744 \uad6c\ud604\ud558\ub294 \uac83\uc740 \ub192\uc544\uc9c0\ub294 \uace0\uac1d\uc758 \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\uace0 \uacbd\uc7c1\uc774 \uce58\uc5f4\ud55c \uc2dc\uc7a5\uc5d0\uc11c \ub3cb\ubcf4\uc774\uae30 \uc704\ud574 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uace0\uac1d \uacbd\ud5d8\uc774 \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\uc5c5\uc758 \ud575\uc2ec \ucc28\ubcc4\ud654 \uc694\uc18c\uac00 \ub418\uba74\uc11c \uc120\ub3c4\uc801\uc778 \uae08\uc735 \uae30\uad00\ub4e4\uc740 \uc6d0\ud65c\ud558\uace0 \uac1c\uc778\ud654\ub418\uba70 \uc548\uc804\ud55c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uae30 \uc704\ud574 \uace0\uac1d \uc5ec\uc815\uc758 \ubaa8\ub4e0 \uce21\uba74\uc744 \uc7ac\uace0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubca4\uce58\ub9c8\ud06c \ud45c\uc900\uc744 \uc124\uc815\ud558\ub294 \uccab \ubc88\uc9f8 \ub2e8\uacc4\ub294 \uace0\uac1d\uc774 \uc9c4\uc815\uc73c\ub85c \uac00\uce58 \uc788\uac8c \uc0dd\uac01\ud558\ub294 \uac83\uc774 \ubb34\uc5c7\uc778\uc9c0 \uc774\ud574\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub294 \uace0\uac1d \ud53c\ub4dc\ubc31, \uace0\uac1d \ub178\ub825 \uc810\uc218, \uace0\uac1d \ub9cc\uc871\ub3c4 \uc870\uc0ac \ub4f1 \ubaa8\ub4e0 \uc811\uc810\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\uace0 \ubd84\uc11d\ud574\uc57c \ud569\ub2c8\ub2e4. \uace0\uae09 \ubd84\uc11d\uc744 \ud65c\uc6a9\ud568\uc73c\ub85c\uc368 \uae30\uad00\ub4e4\uc740 \uace0\uac1d \uc5ec\uc815\uc774 \uc5b4\ub514\uc5d0\uc11c \ub6f0\uc5b4\ub098\uace0 \uc5b4\ub514\uc5d0\uc11c \ubd80\uc871\ud55c\uc9c0\ub97c \uc815\ud655\ud788 \ud30c\uc545\ud558\uc5ec \ubcc0\ud654\ud558\ub294 \uace0\uac1d \uc694\uad6c\uc5d0 \ub9de\ucdb0 \uc11c\ube44\uc2a4 \uc804\ub7b5\uc744 \ub9de\ucda4\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc120\ub3c4\uc801\uc778 \uae08\uc735 \uae30\uad00\uc5d0\uc11c\ub294 \uc774\ub7ec\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \ud65c\uc6a9\ud558\uc5ec \uace0\uac1d\uc774 \uae08\uc735 \uc0c1\ud488\uc5d0 \ub300\ud574 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\ub3c4\ub85d \uc2dc\uae30\uc801\uc808\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uacfc \uac1c\uc778\ud654\ub41c \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \ubaa8\ubc14\uc77c \uc571\uacfc \ub514\uc9c0\ud138 \ud50c\ub7ab\ud3fc\uc740 \uc2e4\uc2dc\uac04 \uc5c5\ub370\uc774\ud2b8\ub97c \uc81c\uacf5\ud558\uace0 \uc608\uce21 \ubd84\uc11d\uc744 \ud1b5\ud574 \uace0\uac1d\uc758 \ub2c8\uc988\ub97c \uc608\uce21\ud558\uace0 \uc120\uc81c\uc801\uc778 \ucd94\ucc9c\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uae30\uad00\uc5d0 \ub300\ud55c \uc804\ubc18\uc801\uc778 \uc778\uc2dd\uc744 \uac1c\uc120\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc9c0\uc18d\uc801\uc778 \uc2e0\ub8b0\uc640 \uace0\uac1d \ucda9\uc131\ub3c4\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\uad00\uc131\uc740 \ubca4\uce58\ub9c8\ud06c \uace0\uac1d \uc11c\ube44\uc2a4 \ud45c\uc900\uc758 \ub610 \ub2e4\ub978 \ud2b9\uc9d5\uc785\ub2c8\ub2e4. \uace0\uac1d\uc740 \ucee8\ud0dd \uc13c\ud130, \uad00\uacc4 \uad00\ub9ac\uc790, \uac00\uc0c1 \ube44\uc11c \uc911 \ub204\uad6c\uc640 \uc18c\ud1b5\ud558\ub4e0 \ub3d9\uc77c\ud55c \ub192\uc740 \uc218\uc900\uc758 \uc11c\ube44\uc2a4\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \uc774\ub97c \ub2ec\uc131\ud558\uae30 \uc704\ud574 \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\uc5c5\uc740 \uac01 \ubd80\uc11c \uac04\uc758 \ud611\uc5c5\uc744 \uac1c\uc120\ud558\uc5ec \ubaa8\ub4e0 \uc9c1\uc6d0\uc774 \ud68c\uc0ac\uc758 \uc11c\ube44\uc2a4 \uc804\ub7b5\uc5d0 \ubd80\ud569\ud558\uace0 \uc870\uc9c1 \uc804\uccb4\uc5d0\uc11c \uc815\ubcf4\uac00 \uc6d0\ud65c\ud558\uac8c \ud750\ub974\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4. \uc815\uae30\uc801\uc778 \uac80\ud1a0 \ud68c\uc758\uc640 \uc9c0\uc18d\uc801\uc778 \uad00\uacc4 \uad00\ub9ac\ub97c \ud1b5\ud574 \uc774\ub7ec\ud55c \uc5f0\uacc4\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uace0\uac1d\uc774 \ud56d\uc0c1 \uc9c0\uc6d0\ubc1b\uace0 \uc788\ub2e4\ub294 \ub290\ub08c\uc744 \ubc1b\uc744 \uc218 \uc788\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub294 \ud0c1\uc6d4\ud55c \uace0\uac1d \uacbd\ud5d8\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4. \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \ub370\uc774\ud130 \ubd84\uc11d\uc744 \ud1b5\ud574 \uac1c\ubcc4 \uace0\uac1d\uc758 \uc694\uad6c\uc640 \uc120\ud638\ub3c4\ub97c \ud30c\uc545\ud568\uc73c\ub85c\uc368 \uc77c\ubc18\uc801\uc778 \uc870\uc5b8\uc744 \ub6f0\uc5b4\ub118\ub294 \ub9de\ucda4\ud615 \ucd94\ucc9c\uacfc \uac00\uce58 \uc788\ub294 \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uc608\uce21 \ubd84\uc11d\uc744 \ud1b5\ud574 \uace0\uac1d\uc774 \uc0c8\ub85c\uc6b4 \uae08\uc735 \uc0c1\ud488\uc73c\ub85c \ud61c\ud0dd\uc744 \ubc1b\uc744 \uc218 \uc788\ub294 \uc2dc\uae30\ub098 \uc801\uc2dc\uc5d0 \uc810\uac80\ud558\uba74 \uc7ac\ubb34 \uc5ec\uc815\uc5d0 \ubcc0\ud654\ub97c \uac00\uc838\uc62c \uc218 \uc788\ub294 \uc2dc\uae30\ub97c \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc220\uc740 \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc774\uace0 \uc548\uc804\ud55c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\ub294 \ub370 \uc911\ucd94\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uac00\uc0c1 \ube44\uc11c\uc640 \ubaa8\ubc14\uc77c \uc571\uc740 \uace0\uac1d\uc774 \uc815\ubcf4\uc640 \uc9c0\uc6d0\uc5d0 \uc27d\uac8c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc5ec \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc758 \ud544\uc694\uc131\uc744 \uc904\uc774\uace0 \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \uc7ac\uc815\uc744 \uad00\ub9ac\ud560 \uc218 \uc788\ub294 \uc5ed\ub7c9\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc548\uc804\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ucc44\ub110\uacfc \uac15\ub825\ud55c \ub370\uc774\ud130 \ubcf4\ud638 \uc870\uce58\ub97c \ud1b5\ud574 \uace0\uac1d \uc5ec\uc815\uc758 \ubaa8\ub4e0 \ub2e8\uacc4\uc5d0\uc11c \uace0\uac1d\uc758 \uc815\ubcf4\ub97c \uc548\uc804\ud558\uac8c \ubcf4\ud638\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-can-a-mid-sized-private-bank-start-improving-client-experience-without-replacing-all-legacy-systems\">\uc911\uacac \ud504\ub77c\uc774\ube57 \ubc45\ud06c\uac00 \ubaa8\ub4e0 \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc744 \uad50\uccb4\ud558\uc9c0 \uc54a\uace0 \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub824\uba74 \uc5b4\ub5bb\uac8c \ud574\uc57c \ud560\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 \uc2dc\uc2a4\ud15c \uac04\uc758 \ud611\uc5c5\uc744 \uac1c\uc120\ud558\uace0 \ub354 \ub098\uc740 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uae30 \uc704\ud574 \u201c\ube45\ubc45'\uacfc \uac19\uc740 \ud601\uc2e0\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \ucd5c\uc2e0 \ud50c\ub7ab\ud3fc\uc740 \uae30\uc874 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c \uc704\uc5d0 API \ub610\ub294 \ubcf4\uc548 \ud30c\uc77c \uad50\ud658\uc744 \ud1b5\ud574 \uc5f0\uacb0\ud558\uc5ec \uacc4\uce35\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e0\uaddc \ud22c\uc790 \uacc4\uc88c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ub610\ub294 \uc5f0\uac04 \uac80\ud1a0 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc640 \uac19\uc774 \uc601\ud5a5\ub825\uc774 \ud070 \uc5ec\uc815 \ud55c\ub450 \uac00\uc9c0\ub85c \uc2dc\uc791\ud558\uc5ec \uae30\uc874 \uc2dc\uc2a4\ud15c\uacfc \ud1b5\ud569\ud569\ub2c8\ub2e4. 6~12\uac1c\uc6d4 \uc8fc\uae30\uc758 \ub2e8\uacc4\uc801 \ucd9c\uc2dc\ub97c \ud1b5\ud574 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \uc740\ud589\uc774 \ud655\uc7a5 \uc804\uc5d0 \ud14c\uc2a4\ud2b8\ud558\uace0 \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \ube60\ub978 \uc131\uacf5\uc744 \uc81c\uacf5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ub354 \uad11\ubc94\uc704\ud55c \ubcc0\ud654\ub97c \uc704\ud55c \ub3d9\ub825\uc744 \uad6c\ucd95\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-specific-role-does-investglass-play-in-enhancing-client-experience-for-wealth-managers\">\uc790\uc0b0 \uad00\ub9ac\uc790\uc758 \uace0\uac1d \uacbd\ud5d8\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ub370 \uc788\uc5b4 \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uac00 \uad6c\uccb4\uc801\uc73c\ub85c \uc5b4\ub5a4 \uc5ed\ud560\uc744 \ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uad00\uacc4 \uad00\ub9ac, \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30, \uace0\uac1d \ud3ec\ud138, \ub9c8\ucf00\ud305 \ucea0\ud398\uc778, AI \uc9c0\uc6d0 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc704\ud55c \uc911\uc559 \ud50c\ub7ab\ud3fc \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc5ec\ub7ec \uacf5\uae09\uc5c5\uccb4\uc758 \uac1c\ubcc4 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\ub294 \ub300\uc2e0 \ud558\ub098\uc758 \ud1b5\ud569\ub41c \ud658\uacbd\uc5d0\uc11c \uc791\uc5c5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \uc628\ud504\ub808\ubbf8\uc2a4 \ud638\uc2a4\ud305 \uc635\uc158\uc740 \uace0\uc561 \uc790\uc0b0\uac00 \ubc0f \uae30\uad00 \uace0\uac1d\uc5d0\uac8c \uae30\ubc00 \uc720\uc9c0 \ubc0f \uaddc\uc815 \uc900\uc218\uc5d0 \ub300\ud55c \ud655\uc2e0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uace0\uac1d \ub370\uc774\ud130\uc640 \uc0c1\ud638 \uc791\uc6a9\uc744 \ud55c \uacf3\uc5d0 \ubcf4\uad00\ud568\uc73c\ub85c\uc368, \uc790\ubb38\uac00\ub294 \ub354 \ube60\ub974\uace0 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc73c\uba70, \uae30\uad00\uc740 \uaddc\uc81c \ubaa9\uc801\uc744 \uc704\ud55c \uc644\uc804\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-financial-institutions-maintain-a-human-touch-when-so-much-is-automated\">\ub9ce\uc740 \ubd80\ubd84\uc774 \uc790\ub3d9\ud654\ub418\uc5b4 \uc788\ub294 \uc0c1\ud669\uc5d0\uc11c \uae08\uc735 \uae30\uad00\uc740 \uc5b4\ub5bb\uac8c \uc778\uac04\uc801\uc778 \uac10\uc131\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc785\ub825, \ubb38\uc11c \ub77c\uc6b0\ud305, \ud45c\uc900 \uc54c\ub9bc, \uae30\ubcf8 \ubb38\uc758 \ub4f1 \ubc18\ubcf5\uc801\uc774\uace0 \uac00\uce58\uac00 \ub0ae\uc740 \uc791\uc5c5\uc740 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \ucc98\ub9ac\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc0c1\ub2f4\uc0ac\ub294 \uc0ac\ub78c\uc758 \uc190\uae38\uc774 \uac00\uc7a5 \uc911\uc694\ud55c \uc804\ub7b5\uc801, \uc815\uc11c\uc801, \ubcf5\uc7a1\ud55c \uace0\uac1d \ub300\ud654\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uc5ec\uc815\uc5d0 \uba85\ud655\ud55c \u201c\uc778\uac04\uc801\uc778 \uc21c\uac04\u201d\uc744 \uc124\uacc4\ud558\uc138\uc694. \uc815\uae30\uc801\uc778 \uc5f0\ub840 \uc804\ub7b5 \ud1b5\ud654, \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uc774\ud6c4\uc758 \uc0ac\uc804 \ud655\uc778, \ub610\ub294 \uc778\uc0dd \uc774\ubca4\ud2b8 \uac80\ud1a0\ub97c \ud3ec\ud568\ud558\uc138\uc694. \ucc57\ubd07\uc774\ub098 \ud3ec\ud138\uc5d0\uc11c CRM\uc758 \uc804\uccb4 \ub9e5\ub77d\uc744 \ud1b5\ud574 \ubcf4\uc548 \uba54\uc2dc\uc9c0, \uc804\ud654 \ub610\ub294 \ube44\ub514\uc624\ub97c \ud1b5\ud574 \uc2e4\uc81c \uc0ac\ub78c\uc5d0\uac8c \uc27d\uac8c \uc5f0\uacb0\ud560 \uc218 \uc788\ub294 \uc635\uc158\uc744 \uace0\uac1d\uc5d0\uac8c \uc81c\uacf5\ud558\uc5ec \ubc18\ubcf5\uc801\uc73c\ub85c \uc124\uba85\ud560 \ud544\uc694\uac00 \uc5c6\ub3c4\ub85d \ud558\uc138\uc694.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-main-data-privacy-concerns-when-using-ai-and-analytics-in-finance\">\uae08\uc735\uc5d0\uc11c AI \ubc0f \ubd84\uc11d\uc744 \uc0ac\uc6a9\ud560 \ub54c \ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc\uc640 \uad00\ub828\ub41c \uc8fc\uc694 \uc6b0\ub824 \uc0ac\ud56d\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \uc6b0\ub824 \uc0ac\ud56d\uc73c\ub85c\ub294 \uc81c3\uc790\uc640\uc758 \ubb34\ub2e8 \ub370\uc774\ud130 \uacf5\uc720, \uc2b9\uc778\ub41c \uad00\ud560\uad8c \ubc16\uc5d0\uc11c \ub370\uc774\ud130 \ucc98\ub9ac, \uace0\uac1d\uc5d0\uac8c \uba85\ud655\ud558\uac8c \uacf5\uac1c\ub418\uc9c0 \uc54a\uc740 \ubaa9\uc801\uc73c\ub85c \uac1c\uc778 \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\ub294 \uac83 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc704\ud5d8\uc740 \uae30\uad00\uc774 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc\ub85c \uc815\ubcf4\ub97c \uc720\ucd9c\ud560 \uc218 \uc788\ub294 \uc18c\ube44\uc790 \ub4f1\uae09\uc758 AI \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud560 \ub54c \uc99d\ud3ed\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc640 \uac19\uc774 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uc704\uce58\uc5d0 \ubbfc\uac10\ud55c \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uace0, \uaddc\uc81c \uc0b0\uc5c5\uc6a9\uc73c\ub85c \uc124\uacc4\ub41c AI \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uba70, AI \uc0ac\uc6a9 \uc0ac\ub840\ub97c \uc124\uacc4\ud560 \ub54c \ubc95\ubb34 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc744 \uc870\uae30\uc5d0 \ucc38\uc5ec\uc2dc\ucf1c \uc774\ub7ec\ud55c \uc704\ud5d8\uc744 \uc644\ud654\ud558\uc138\uc694. \ubaa8\ub4e0 \ubd84\uc11d \ubc0f \uac1c\uc778\ud654 \ud65c\ub3d9\uc5d0 \ub300\ud55c \ud569\ubc95\uc801\uc778 \uadfc\uac70\uc640 \ub3d9\uc758\ub97c \ubb38\uc11c\ud654\ud558\uace0, \ub370\uc774\ud130 \uc0ac\uc6a9 \ubc29\uc2dd\uc5d0 \ub300\ud574 \uace0\uac1d\uacfc \ud22c\uba85\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-clients-see-results-from-cx-improvements-in-financial-services\">\uace0\uac1d\uc740 \uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c CX \uac1c\uc120\uc758 \uacb0\uacfc\ub97c \uc5bc\ub9c8\ub098 \ube68\ub9ac \ud655\uc778\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubd80 \uc774\uc810\uc740 \ube60\ub974\uac8c \ub098\ud0c0\ub0a9\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uc2dc\uac04 \ub2e8\ucd95, \ubd88\ub9cc \uac10\uc18c, \uad6c\ub9e4 \ud6c4 \uc9c0\uc6d0 \uc9c0\ud45c \uac1c\uc120\uc740 \uc8fc\uc694 \ud504\ub85c\uc138\uc2a4\ub97c \ub514\uc9c0\ud138\ud654\ud55c \ud6c4 3~6\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \uac00\uc2dc\ud654\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud3ec\ud138 \ub3c4\uc785\uacfc \uc140\ud504 \uc11c\ube44\uc2a4 \ud65c\uc6a9\ub3c4\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \ucd9c\uc2dc \ud6c4 1\ubd84\uae30 \ub0b4\uc5d0 \uc99d\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ucda9\uc131\ub3c4, \uad50\ucc28 \ud310\ub9e4 \uc131\uacf5, AUM \uc131\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc0c8\ub85c\uc6b4 \uc5ec\uc815\uc774 \uc131\uc219\ud558\uace0 \ubb38\ud654\uc801 \ubcc0\ud654\uac00 \uc790\ub9ac \uc7a1\uc73c\uba74\uc11c 12~24\uac1c\uc6d4\uc5d0 \uac78\uccd0 \ub098\ud0c0\ub0a9\ub2c8\ub2e4. \ud604\uc2e4\uc801\uc778 \ub9c8\uc77c\uc2a4\ud1a4\uc744 \uc124\uc815\ud558\uace0 \ucd08\uae30 \uc131\uacfc\ub97c \ub0b4\ubd80\uc801\uc73c\ub85c \uacf5\uc720\ud558\uc5ec \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud558\uc138\uc694. CX \ud22c\uc790\uc5d0 \ub300\ud55c \ube44\uc988\ub2c8\uc2a4 \uc0ac\ub840\ub294 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uac1c\uc120 \uc0ac\ud56d\uc774 \uc11c\ub85c \uc313\uc774\uba74\uc11c \ubcf5\ud569\uc801\uc73c\ub85c \ub098\ud0c0\ub0a9\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-moving-forward-with-client-experience-excellence\">\ud0c1\uc6d4\ud55c \uace0\uac1d \uacbd\ud5d8\uc73c\ub85c \uc55e\uc73c\ub85c \ub098\uc544\uac00\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \uac83\uc740 \uc120\ud0dd \uc0ac\ud56d\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc81c\ud488\uacfc \uc218\uc218\ub8cc\uac00 \uc810\uc810 \ub354 \uaddc\uaca9\ud654\ub418\ub294 \uc0b0\uc5c5\uc5d0\uc11c \uc9c0\uc18d \uac00\ub2a5\ud55c \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\ub294 \uae38\uc785\ub2c8\ub2e4. \uc6d0\ud65c\ud558\uace0 \uac1c\uc778\ud654\ub418\uba70 \uc548\uc804\ud55c \uacbd\ud5d8\uc744 \ub9cc\ub4dc\ub294 \uae30\uad00\uc740 \ub2e8\uc21c\ud788 \uace0\uac1d \ub9cc\uc871\uc744 \ub118\uc5b4, \ub354 \ub192\uc740 AUM, \uac15\ub825\ud55c \uace0\uac1d \uc720\uc9c0, \uadf8\ub9ac\uace0 \uace0\uac1d\ub2f9 \ub354 \ub9ce\uc740 \uc11c\ube44\uc2a4\ub97c \uc720\ub3c4\ud558\ub294 \uc9c0\uc18d\uc801\uc778 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub298\ub0a0\uc758 \uae30\uc220\uc740 \uace0\uac1d\uc774 \uc18c\ube44\uc790 \uae30\uc220\uc5d0\uc11c \uc811\ud558\ub294 \uac83\uc744 \ucda9\uc871\ud558\uace0 \ub2a5\uac00\ud558\ub294 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c \ud45c\uc900 \ub0b4\uc5d0 \ud638\uc2a4\ud305\ub418\ub294 \ud1b5\ud569 \ud50c\ub7ab\ud3fc CRM, \uace0\uac1d \ud3ec\ud138, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f AI \ub3c4\uad6c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubb38\uc81c\ub294 \uace0\uac1d \uacbd\ud5d8\uc744 \uc6b0\uc120\uc2dc\ud560\uc9c0 \uc5ec\ubd80\uac00 \uc544\ub2c8\ub77c \uc5bc\ub9c8\ub098 \uc2e0\uc18d\ud558\uac8c \ub300\uc751\ud560 \uc218 \uc788\ub294\uc9c0\uac00 \uc911\uc694\ud569\ub2c8\ub2e4.<\/strong> \uc5ec\uc815 \ub9e4\ud551\uc73c\ub85c \uc2dc\uc791\ud558\uc5ec \uac00\uc7a5 \ub9c8\ucc30\uc774 \ub9ce\uc740 \ud504\ub85c\uc138\uc2a4\ub97c \ub514\uc9c0\ud138\ud654\ud558\uace0 \ub04a\uc784\uc5c6\uc774 \uce21\uc815\ud558\uc138\uc694. \uc9c0\uae08 \ub2e8\ud638\ud558\uac8c \uc6c0\uc9c1\uc774\ub294 \uae30\uad00\uc774 \uace0\uac1d \uc911\uc2ec \uae08\uc735\uc758 \ub2e4\uc74c \uc2dc\ub300\ub97c \uc815\uc758\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Client experience in finance has become a board level priority since 2020, driven by COVID era digital acceleration, fintech disruption, and rising customer expectations that now rival any consumer technology standard. Why Client Experience Matters in Financial Services By 2025, over 80% of financial organisations recognise customer experience as their key differentiator more important than [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48991,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,35,95],"class_list":["post-48918","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-for-banking","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 Improve Client Experience in Finance | InvestGlass<\/title>\n<meta name=\"description\" content=\"Client experience in finance has become a board level priority since 2020, driven by COVID era digital acceleration, fintech 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