{"id":48934,"date":"2026-02-04T15:03:15","date_gmt":"2026-02-04T14:03:15","guid":{"rendered":"https:\/\/www.investglass.com\/how-to-manage-private-banking-clients-digitally\/"},"modified":"2026-02-07T15:00:53","modified_gmt":"2026-02-07T14:00:53","slug":"%eb%94%94%ec%a7%80%ed%84%b8-%eb%b0%a9%ec%8b%9d%ec%9c%bc%eb%a1%9c-%ed%94%84%eb%9d%bc%ec%9d%b4%eb%b9%97-%eb%b1%85%ed%82%b9-%ea%b3%a0%ea%b0%9d%ec%9d%84-%ea%b4%80%eb%a6%ac%ed%95%98%eb%8a%94-%eb%b0%a9","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-manage-private-banking-clients-digitally\/","title":{"rendered":"\ub514\uc9c0\ud138 \ubc29\uc2dd\uc73c\ub85c \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc744 \uad00\ub9ac\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc774\uc81c HNW \ubc0f UHNW \uace0\uac1d\uc740 \uac1c\uc778\uc801\uc774\uace0 \uc2e0\uc911\ud55c \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uacbd\ud5d8\uc5d0\uc11c \ud56d\uc0c1 \ubaa8\ubc14\uc77c \uc6b0\uc120\uc8fc\uc758\ub97c \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ubaa8\ub378\uc740 \uc548\uc804\ud55c \uace0\uac1d \ud3ec\ud138, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC, AI \uc9c0\uc6d0 \uad00\uacc4 \uad00\ub9ac\uac00 \uacb0\ud569\ub41c \ubaa8\ub378\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c\uacfc EU \uc218\uc900\uc758 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ub294 2024\ub144 \uc774\ud6c4 \ub9ce\uc740 \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc5d0\uac8c \uacb0\uc815\uc801\uc778 \uc5ed\ud560\uc744 \ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud1b5\ud569 CRM\uc740 \uace0\uac1d \ub370\uc774\ud130, \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc778\uc0ac\uc774\ud2b8\ub97c \ud558\ub098\uc758 \uc548\uc804\ud55c \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uc911\uc559 \uc9d1\uc911\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \ub3c4\uad6c\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc218\uc791\uc5c5\uc774 \uc544\ub2cc \uc804\ub7b5\uc801 \uc870\uc5b8, \uc2b9\uacc4 \uacc4\ud68d, \ubcf5\uc7a1\ud55c \uac00\uc871 \uc694\uad6c\uc0ac\ud56d\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \ud574\uc90d\ub2c8\ub2e4. \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc758 \uacbd\uc6b0, \uc774\ub294 \ubcf5\uc7a1\ud55c \uc790\uc0b0 \uad00\ub9ac \uad6c\uc870\ub97c \uc9c0\uc6d0\ud558\ub294 \ub514\uc9c0\ud138 \ub3c4\uad6c\uc640 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0, \ub2e4\uc138\ub300 \ubc0f \ub2e4\ubc95\uc778 \uacc4\uc57d\uc5d0 \ub9de\ucd98 \uc6d0\ud65c\ud558\uace0 \ud3ec\uad04\uc801\uc774\uba70 \uace0\ub3c4\ub85c \uac1c\uc778\ud654\ub41c \ub514\uc9c0\ud138 \uc778\ud130\ud398\uc774\uc2a4\ub97c \uc81c\uacf5\ud574\uc57c \ud55c\ub2e4\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-serving-private-banking-clients-in-a-fully-digital-world\">\uc644\uc804\ud55c \ub514\uc9c0\ud138 \uc138\uc0c1\uc5d0\uc11c \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4 \uc81c\uacf5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020\ub144 \uc774\ud6c4 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9\uc740 \uadf9\uc801\uc73c\ub85c \ubcc0\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc6d0\uaca9 \ud68c\uc758, \ubcf4\uc548 \ud3ec\ud138, \ubaa8\ubc14\uc77c \uc11c\uba85\uc774 \ud45c\uc900 \uad00\ud589\uc774 \ub418\uc5c8\uc9c0\ub9cc \uc7a5\uae30\uc801\uc778 \uc2e0\ub8b0\uc758 \uae30\ubc18\uc740 \ubcc0\ud558\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4. \uc9c0\uc810 \ubc29\ubb38\uc5d0\uc11c \ub514\uc9c0\ud138 \ucc44\ub110\ub85c\uc758 \uc804\ud658\uc740 \ub300\ubd80\ubd84\uc758 \uae08\uc735 \uae30\uad00\uc774 \uc608\uc0c1\ud588\ub358 \uac83\ubcf4\ub2e4 \ub354 \ube60\ub974\uac8c \uc774\ub8e8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790 \uac00\ub2a5\ud55c \uc790\uc0b0\uc774 100\ub9cc \uc2a4\uc704\uc2a4\ud504\ub791(CHF) \uc774\uc0c1\uc778 \uace0\uac1d\uc740 \uc774\uc81c \uba85\ud488 \ub9ac\ud14c\uc77c \ubc0f \uc5ec\ud589 \ube0c\ub79c\ub4dc\uc5d0\uc11c \ubc1b\ub294 \uac83\uacfc \ub3d9\uc77c\ud55c \ud488\uc9c8\uc758 \ub514\uc9c0\ud138 \uc11c\ube44\uc2a4\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ubaa8\ub4e0 \ub514\uc9c0\ud138 \uc0c1\ud638 \uc791\uc6a9\uc5d0 \uc18d\ub3c4, \uc6b0\uc544\ud568, \uc2e0\uc911\ud568\uc744 \ub354\ud558\uae30\ub97c \uc6d0\ud569\ub2c8\ub2e4. \uc628\ub77c\uc778 \ubc45\ud0b9\uc740 \uacc4\uc88c \uc561\uc138\uc2a4 \ubc0f \uac04\ub2e8\ud55c \uac70\ub798\uc640 \uac19\uc740 \uae30\ubcf8\uc801\uc778 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc740 \ud45c\uc900 \uc628\ub77c\uc778 \ubc45\ud0b9\uc744 \ud6e8\uc52c \ub6f0\uc5b4\ub118\ub294 \uac1c\uc778\ud654\ub41c \ub300\uc2dc\ubcf4\ub4dc, \uc2e4\uc2dc\uac04 \ud611\uc5c5 \ubc0f \uc989\uac01\uc801\uc778 \uac70\ub798 \uae30\ub2a5\uacfc \uac19\uc740 \uace0\uae09 \ub514\uc9c0\ud138 \uacbd\ud5d8\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \ub2e4\ub978 \ubd84\uc57c\uc758 \uae30\uc220\uc774 \uc0c8\ub85c\uc6b4 \uae30\uc900\uc744 \uc81c\uc2dc\ud558\uba74\uc11c \uace0\uac1d\uc758 \uae30\ub300\uce58\ub294 \ub354\uc6b1 \ub192\uc544\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144\uae4c\uc9c0 \uc720\ub7fd\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uad00\uacc4\uc758 70% \uc774\uc0c1\uc774 \uc9c0\uc810 \ubc29\ubb38\uc774 \uc544\ub2cc \ud3ec\ud138\uc774\ub098 \ud654\uc0c1 \ud1b5\ud654\uc640 \uac19\uc740 \ub514\uc9c0\ud138 \uc811\uc810\uc744 \ud1b5\ud574 \uc2dc\uc791\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ubd80\uc720\uce35 \uac1c\uc778\uc774 \uae08\uc735 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc790\ub97c \ucc3e\uace0 \uad00\uacc4\ub97c \ub9fa\ub294 \ubc29\uc2dd\uc5d0 \uadfc\ubcf8\uc801\uc778 \ubcc0\ud654\uac00 \uc77c\uc5b4\ub098\uace0 \uc788\uc74c\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\ubc00\uc131, \uaddc\uc81c \uc900\uc218, \uc778\uac04 \uad00\uacc4\ub97c \ud6fc\uc190\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \uc774\ub7ec\ud55c \ud3b8\uc758\uc131\uc744 \uc81c\uacf5\ud574\uc57c \ud558\ub294 \ud504\ub77c\uc774\ube57 \ubc45\ud06c\uc758 \uacfc\uc81c\ub294 \ubd84\uba85\ud569\ub2c8\ub2e4. \ub9ce\uc740 \uc740\ud589\uc774 \ub514\uc9c0\ud138 \uae30\ub2a5\uc5d0 \ub300\ud55c \uc218\uc694\uc640 \uace0\uac1d\uc774 \uae30\ub300\ud558\ub294 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4 \uc0ac\uc774\uc5d0\uc11c \uade0\ud615\uc744 \ub9de\ucd94\uae30 \uc704\ud574 \uace0\uc2ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc18c\ubc84\ub9b0 \ud638\uc2a4\ud305 \ubc0f \uac10\uc0ac \uc900\ube44 \ud504\ub85c\uc138\uc2a4\uac00 \ud544\uc694\ud55c \uaddc\uc81c \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub41c \uc2a4\uc704\uc2a4\uc0b0 CRM \ubc0f \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ubbfc\uac04 \uc740\ud589\uc740 \ubaa8\ub4e0 \ub514\uc9c0\ud138 \ubc0f \ubb3c\ub9ac\uc801 \uc811\uc810\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4 \uc11c\ube44\uc2a4 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-redefining-white-glove-service-for-the-digital-channel\">\ub514\uc9c0\ud138 \ucc44\ub110\uc744 \uc704\ud55c \ud654\uc774\ud2b8 \uae00\ub7ec\ube0c \uc11c\ube44\uc2a4\uc758 \uc7ac\uc815\uc758<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc81c \ud654\uc774\ud2b8 \uae00\ub7ec\ube0c \uc11c\ube44\uc2a4\ub294 \ub300\uba74 \ubbf8\ud305\uacfc \uc804\ud654 \ud1b5\ud654\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc571, \ud3ec\ud138, \uba54\uc2dc\uc9d5\uc73c\ub85c\uae4c\uc9c0 \ud655\uc7a5\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ud0c1\uc6d4\ud55c \uc11c\ube44\uc2a4\uc758 \uc815\uc758\ub294 \uace0\uac1d\uc774 \uc740\ud589\uacfc \uc8fc\uace0\ubc1b\ub294 \ubaa8\ub4e0 \ud615\ud0dc\uc758 \ub514\uc9c0\ud138 \uc0c1\ud638\uc791\uc6a9\uc744 \ud3ec\ud568\ud558\ub3c4\ub85d \ud655\uc7a5\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144 \uac1c\uc778 \uace0\uac1d\uc744 \uc704\ud55c \uc774\uc0c1\uc801\uc778 \ub514\uc9c0\ud138 \uacbd\ud5d8\uc5d0\ub294 \uac1c\uc778\ud654\ub41c \ub300\uc2dc\ubcf4\ub4dc, \uad00\uacc4 \uad00\ub9ac\uc790\uc640\uc758 \uc548\uc804\ud55c \ucc44\ud305, \ubaa8\ub4e0 \uacc4\uc5f4\uc0ac\uc758 \ubcf4\uace0\uc11c\uc5d0 \ub300\ud55c \uc989\uac01\uc801\uc778 \uc561\uc138\uc2a4\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ubaa8\ub4e0 \uc694\uc18c\ub294 \uc740\ud589 \ube0c\ub79c\ub4dc\uc758 \uae30\uc900\uc744 \ubc18\uc601\ud558\uc5ec \uc120\ubcc4\ub418\uace0 \ub3c5\uc810\uc801\uc778 \ub290\ub08c\uc744 \uc8fc\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud558\ub8e8\uc5d0 \uc5ec\ub7ec \ubc88 \uc5c5\ub370\uc774\ud2b8\ub418\ub294 \uc2e4\uc2dc\uac04 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud3c9\uac00, \uc740\ud589 \ubc0f \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0 \ub9de\uac8c \ube0c\ub79c\ub4dc\ud654\ub41c \ub2e4\uc6b4\ub85c\ub4dc \uac00\ub2a5\ud55c PDF \ubcf4\uace0\uc11c, \uace0\uac1d\uc758 \uc120\ud638\ub3c4\uc5d0 \ub9de\ucd98 \ud22c\uc790 \uc544\uc774\ub514\uc5b4 \ub4f1 \uad6c\uccb4\uc801\uc778 \uc608\ub97c \uc0dd\uac01\ud574 \ubcf4\uc2ed\uc2dc\uc624. \uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \ub514\uc9c0\ud138 \ubc45\ud0b9\uc774 \uae30\uc874 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc758 \uc138\ubd80\uc801\uc778 \ubd80\ubd84\uae4c\uc9c0 \uc2e0\uacbd \uc4f8 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \ud654\uc774\ud2b8 \uae00\ub7ec\ube0c \uc11c\ube44\uc2a4\ub294 \uc5ec\uc804\ud788 \ud050\ub808\uc774\ud305\ub41c \ub290\ub08c\uc744 \uc8fc\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc989, \uace0\uac1d \ud504\ub85c\ud544\uc744 \uae30\ubc18\uc73c\ub85c \uad00\ub828\uc131 \uc788\ub294 \ud22c\uc790 \uc544\uc774\ub514\uc5b4, \ub9ac\uc11c\uce58, \uac70\uc2dc\uc801 \ub17c\ud3c9\ub9cc \ud45c\uc2dc\ud574\uc57c \ud569\ub2c8\ub2e4. \uc9c0\uc18d \uac00\ub2a5\ud55c \ud22c\uc790\uc5d0 \uad00\uc2ec\uc774 \uc788\ub294 \uace0\uac1d\uc740 \ub2e4\uc74c\uc744 \ubcfc \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5896\">ESG<\/a> \uc77c\ubc18\uc801\uc778 \uc2dc\uc7a5 \uc5c5\ub370\uc774\ud2b8\uac00 \uc544\ub2cc \ucf58\ud150\uce20\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uace0\uac1d \ud3ec\ud138\uc740 \ud504\ub77c\uc774\ube57 \ubc45\ud06c \ub85c\uace0, \uc0c9\uc0c1 \ubc0f \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uba54\ub274\ub85c \uc644\uc804\ud788 \ud654\uc774\ud2b8 \ub77c\ubca8\uc744 \uc9c0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc740\ud589\uc758 \uc815\uccb4\uc131\uacfc \ub3c5\uc810\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uace0\uac1d\uc774 \ub9cc\uc871\ud560 \ub9cc\ud55c \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc778 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-building-a-digital-first-private-banking-foundation\">\ub514\uc9c0\ud138 \ud37c\uc2a4\ud2b8 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uae30\ubc18 \uad6c\ucd95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\ud3b8\ud654\ub41c \ub3c4\uad6c\uc640 \uc218\ub3d9 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub85c \uc778\ud574 \uc740\ud589\uc740 \uc5ec\ub7ec \uc2dc\uc7a5\uacfc \uc608\uc57d \uc13c\ud130\uc5d0\uc11c \uc77c\uad00\ub41c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uc9c0 \ubabb\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e8\uc808\ub41c \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc778\ud574 \uc6b4\uc601 \ube44\ud6a8\uc728\uc774 \ubc1c\uc0dd\ud558\uace0 \uad81\uadf9\uc801\uc73c\ub85c \uace0\uac1d \uacbd\ud5d8\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uc6b0\uc120\uc758 \uae30\ubc18\uc740 \uc138 \uac00\uc9c0 \uae30\ub465\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4: CRM, \uc628\ubcf4\ub529 \ubc0f KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uac00 \ubaa8\ub450 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uacfc \ud1b5\ud569\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc131 \uc694\uc18c\ub294 \uc6d0\ud65c\ud558\uac8c \ud568\uaed8 \uc791\ub3d9\ud558\uc5ec \uc9c1\uad00\uc801\uc778 \ucc98\ub9ac\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uace0 \uc911\ubcf5 \ub370\uc774\ud130 \uc785\ub825\uc744 \uc81c\uac70\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uc911\uc559 CRM\uc740 \uad00\uacc4 \ub370\uc774\ud130, \uac00\uad6c \uad6c\uc870, \uc120\ud638\ub3c4, \uc801\ud569\uc131 \uc815\ubcf4, \uc0c1\ud638 \uc791\uc6a9 \ub0b4\uc5ed\uc744 \ub2e8\uc77c \uace0\uac1d \ubcf4\uae30\uc5d0 \uc800\uc7a5\ud569\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc5ec\ub7ec \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc0ac\uc774\ub97c \uc804\ud658\ud558\uc9c0 \uc54a\uace0\ub3c4 \uac01 \uace0\uac1d\uc744 \uc885\ud569\uc801\uc73c\ub85c \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \ud504\ub85c\uc138\uc2a4\ub97c \ud1b5\ud574 \ubc14\ub85c \uc9c4\ud589\ud558\uba74 \ubc18\ubcf5\uc801\uc778 \ub370\uc774\ud130 \uc785\ub825\uacfc \ubb38\uc11c \uc774\uba54\uc77c \uc804\uc1a1\uc744 \uc5c6\uc560 \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \uba87 \uc8fc\uc5d0\uc11c \uba70\uce60\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc18d\ub3c4\ub294 \uc740\ud589\uacfc \uace0\uac1d \ubaa8\ub450\uc5d0\uac8c \ube44\uc988\ub2c8\uc2a4 \uac00\uce58\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud575\uc2ec \ubc45\ud0b9, \uc218\ud0c1\uae30\uad00 \ubc0f \uc678\ubd80 \ub370\uc774\ud130 \uc81c\uacf5\uc5c5\uccb4\uc640\uc758 API \uae30\ubc18 \ud1b5\ud569\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ubaa8\ub4e0 \uace0\uac1d\uc5d0 \ub300\ud574 \uae68\ub057\ud558\uace0 \uc870\uc815\ub41c \ub370\uc774\ud130\ub97c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\uc740 \ucca8\ub2e8 \uae30\uc220, \ud6a8\uacfc\uc801\uc778 \ud300 \uad6c\uc870, \uac04\uc18c\ud654\ub41c \ud504\ub85c\uc138\uc2a4 \uc124\uacc4\uc640 \uac19\uc740 \ub2e4\ub978 \ud575\uc2ec \uc694\uc18c\uc640 \ud568\uaed8 \uc815\ud655\ud558\uace0 \uc2dc\uae30\uc801\uc808\ud55c \uc870\uc5b8\uc744 \uc81c\uacf5\ud558\uae30 \uc704\ud55c \uc885\ud569\uc801\uc778 \ub514\uc9c0\ud138 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uae30\ubc18\uc5d0 \ud544\uc218\uc801\uc778 \uad6c\uc131 \uc694\uc18c\ub97c \ud615\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-relationship-manager-enablement\">\ub514\uc9c0\ud138 \uad00\uacc4 \uad00\ub9ac\uc790 \ud65c\uc131\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc5ec\uc804\ud788 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9\uc758 \ud575\uc2ec\uc774\uc9c0\ub9cc, \ud604\uc7ac \ub9ce\uc740 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ub9e4\uc8fc \uc218\uc791\uc5c5 \ubcf4\uace0, \uc774\uba54\uc77c \uc81c\ucd9c, \uaddc\uc815 \uc900\uc218 \ud655\uc778\uc5d0 \uc0c1\ub2f9\ud55c \uc2dc\uac04\uc744 \ud5c8\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub807\uac8c \uc218\uc791\uc5c5\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uc740 \uac00\uc7a5 \uc911\uc694\ud55c \uace0\uac1d \uad00\uacc4 \uad6c\ucd95\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub294 \uc2dc\uac04\uc744 \ube7c\uc557\uc544 \uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc791\uc5c5 \uacf5\uac04\uc740 \uad6c\uc131 \uac00\ub2a5\ud55c \ub300\uc2dc\ubcf4\ub4dc\ub97c \ud1b5\ud574 \uc77c\uc77c \uc791\uc5c5, \uc608\uc815\ub41c \uac80\ud1a0, \uace0\uac1d \uc54c\ub9bc, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\uacbd \uc0ac\ud56d\uc744 \ud45c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \ud544\uc694\ud55c \ubaa8\ub4e0 \uac83\uc744 \ud55c \uacf3\uc5d0 \ubaa8\uc544 \ub193\uc544 \ucee8\ud14d\uc2a4\ud2b8 \uc804\ud658\uc744 \uc904\uc774\uace0 \uc9d1\uc911\ub825\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uc9c0\uc6d0 \uae30\ub2a5\uc740 \ub354 \ub9ce\uc740 \uac00\uce58\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub41c \ud68c\uc758 \uc694\uc57d, \uc801\ud569\uc131 \ud655\uc778, \uace0\uac1d \ud604\uae08 \uc794\uc561\uc774 \uc815\ud574\uc9c4 \uc218\uc900\uc744 \ucd08\uacfc\ud560 \uacbd\uc6b0\uc758 \uc0ac\uc804 \uc548\ub0b4 \uba54\uc2dc\uc9c0\ub294 \uc0c1\ub2f4\uc6d0\uc774 \uace0\uac1d\uc758 \uc694\uad6c\uc5d0 \ud55c\ubc1c \uc55e\uc11c \ub300\uc751\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub3c4\uad6c\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ub3d9\uc77c\ud55c \ud488\uc9c8 \uc218\uc900\uc73c\ub85c \ub354 \ub9ce\uc740 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc5d0 \uc800\uc7a5\ub41c \ub514\uc9c0\ud138 \uba54\ubaa8, \ubcf4\uc548 \ucc44\ud305 \ub85c\uadf8, \ud1b5\ud654 \uae30\ub85d\uc740 \uac10\uc0ac \ucd94\uc801\uc744 \uac04\uc18c\ud654\ud569\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \ud300\uc6d0\uc774 \ud569\ub958\ud558\uba74 \uae34 \uc778\uc218\uc778\uacc4 \ud68c\uc758 \uc5c6\uc774\ub3c4 \uace0\uac1d \uc774\ub825\uc744 \ube60\ub974\uac8c \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc11c\ube44\uc2a4\uc758 \uc5f0\uc18d\uc131\uc740 uhnw \uace0\uac1d\uc5d0\uac8c \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb38\uc11c\ud654, \uc2b9\uc778 \ub77c\uc6b0\ud305, \uace0\uac1d \uc9c0\uc6d0 \uc5c5\ubb34\ub97c \uc790\ub3d9\ud654\ud558\uba74 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc2b9\uacc4, \uc790\uc120 \ud65c\ub3d9, \uc138\uae08 \uacc4\ud68d\uc5d0 \uad00\ud55c \uc804\ub7b5\uc801 \ub300\ud654\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\ub78c\uc774 \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud558\ub294 \ub3d9\uc548 \uae30\uc220\uc740 \ud504\ub85c\uc138\uc2a4\ub97c \ucc98\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-composable-and-flexible-operating-model\">\uad6c\uc131 \uac00\ub2a5\ud558\uace0 \uc720\uc5f0\ud55c \uc6b4\uc601 \ubaa8\ub378<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud504\ub77c\uc774\ube57 \ubc45\ud06c\ub294 \ubaa8\ub4e0 \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc744 \ud55c \ubc88\uc5d0 \uad50\uccb4\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uc608\uc0b0 \uc81c\uc57d\uacfc \uc704\ud5d8 \uc131\ud5a5\uc744 \uace0\ub824\ud558\uc5ec \uae30\uc874 \uc778\ud504\ub77c\uc5d0 \ub2e8\uacc4\uc801\uc73c\ub85c \uc5f0\uacb0\ud560 \uc218 \uc788\ub294 \ubaa8\ub4c8\uc2dd \ud50c\ub7ab\ud3fc\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 \uba3c\uc800 \uc628\ubcf4\ub529\uc744 \ub514\uc9c0\ud138\ud654\ud55c \ub2e4\uc74c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \ud1b5\ud569\ud558\uace0 2024\ub144\ubd80\ud130 2026\ub144\uae4c\uc9c0 \uace0\uac1d \ud3ec\ud138 \uae30\ub2a5\uc744 \ucd94\uac00\ud558\ub294 \ub4f1 \uad6c\uc131 \uac00\ub2a5\ud55c \uc811\uadfc \ubc29\uc2dd\uc774 \ud6a8\uacfc\uc801\uc785\ub2c8\ub2e4. \uac01 \ub2e8\uacc4\ub294 \uc644\uc804\ud55c \ub514\uc9c0\ud138 \ud2b8\ub79c\uc2a4\ud3ec\uba54\uc774\uc158\uc744 \ud5a5\ud574 \uad6c\ucd95\ud558\uba74\uc11c \uac00\uc2dc\uc801\uc778 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc0f \uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc \ubc30\ud3ec \uc635\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc740\ud589\uc740 \uae30\uc220\uc744 \uc704\ud5d8 \uc131\ud5a5 \ubc0f \uaddc\uc81c \uc694\uac74\uc5d0 \ub9de\uac8c \uc870\uc815\ud558\uc5ec \ud601\uc2e0\uc744 \ud558\ub098\uc758 \ube45\ubc45 \ud504\ub85c\uc81d\ud2b8\uac00 \uc544\ub2cc \ud558\ub098\uc758 \uc5ec\uc815\uc73c\ub85c \uac04\uc8fc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\ubc29\ud615 API\uc640 \ud45c\uc900\ud654\ub41c \ub370\uc774\ud130 \ubaa8\ub378\uc744 \uc0ac\uc6a9\ud558\uba74 \ub2e4\uc74c\uacfc \uac19\uc740 \ud5a5\ud6c4 \ub3c4\uad6c\ub97c \ub354 \uc27d\uac8c \ucd94\uac00\ud560 \uc218 \uc788\uc2b5\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=\"\ub85c\ubcf4 \uc5b4\ub4dc\ubc14\uc774\uc800\ub9ac\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5894\">\ub85c\ubcf4 \uc5b4\ub4dc\ubc14\uc774\uc800\ub9ac<\/a> \ubaa8\ub4c8 \ub610\ub294 \uc678\ubd80 \ub9ac\uc11c\uce58 \ub9c8\ucf13\ud50c\ub808\uc774\uc2a4\uc5d0\uc11c \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc720\uc5f0\uc131\uc740 \uace0\uac1d\uc758 \uae30\ub300\uce58\uc640 \uc2dc\uc7a5 \uc870\uc0ac\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uae30\ud68c\uac00 \ubc1c\uacac\ub420 \ub54c \uc801\uc751\ud560 \uc218 \uc788\ub294 \uc6b4\uc601 \ubaa8\ub378\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uc131 \uac00\ub2a5\ud55c \ubaa8\ub378\uc740 \ud504\ub85c\uc81d\ud2b8 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \ubbfc\uac04 \uc740\ud589\uc774 \ud601\uc2e0 \ud504\ub85c\uadf8\ub7a8 \ucd08\uae30\uc5d0 \uac00\uc2dc\uc801\uc778 \uace0\uac1d \ud61c\ud0dd\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \ucd08\uae30 \uc131\uacf5\uc740 \ub354 \uad11\ubc94\uc704\ud55c \ubc30\ud3ec\ub97c \uc704\ud55c \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-No-Code-Onboarding-InvestGlass.png\" alt=\"\ucd5c\uace0\uc758 \ucf54\ub4dc \uc5c6\ub294 \uc628\ubcf4\ub529 - InvestGlass\" class=\"wp-image-48093\"\/><figcaption class=\"wp-element-caption\">\ucd5c\uace0\uc758 \ucf54\ub4dc \uc5c6\ub294 \uc628\ubcf4\ub529 - InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-as-the-first-luxury-experience\">\ucd5c\ucd08\uc758 \ub7ed\uc154\ub9ac \uacbd\ud5d8\uc73c\ub85c\uc11c\uc758 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529\uc740 \uc7a0\uc7ac \uace0\uac1d\uc744 \uc704\ud55c \uc740\ud589\uc758 \ub514\uc9c0\ud138 \uc57d\uc18d\uc5d0 \ub300\ud55c \uccab \ubc88\uc9f8 \uc2e4\uc81c \ud14c\uc2a4\ud2b8\uc785\ub2c8\ub2e4. \uc628\ubcf4\ub529\uc744 \ud1b5\ud574 \uad00\uacc4\uac00 \uae0d\uc815\uc801\uc778 \ubc29\ud5a5\uc73c\ub85c \uc2dc\uc791\ub420\uc9c0 \uc544\ub2c8\uba74 \ubd88\ub9cc\uc758 \uc6d0\uc778\uc774 \ub420\uc9c0 \uacb0\uc815\ub418\uae30\ub3c4 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uc720\ub7fd \uc740\ud589\uc740 \uc5ec\uc804\ud788 \uc218\uc791\uc5c5 \ud655\uc778\uacfc \ubc18\ubcf5\uc801\uc778 \ub370\uc774\ud130 \uc694\uccad\uc73c\ub85c \uc778\ud574 \ubcf5\uc7a1\ud55c \uc81c\ud488\uad70 \uad6c\uc870\ub97c \uc644\uc804\ud788 \uc628\ubcf4\ub529\ud558\ub294 \ub370 20~40\uc77c\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4. \ubc18\uba74, \uc18c\ub9e4 \uc740\ud589\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc18c\ub9e4 \uace0\uac1d\uc758 \ud504\ub85c\ud544\uacfc \uc694\uad6c \uc0ac\ud56d\uc774 \ub354 \ub2e8\uc21c\ud558\uae30 \ub54c\ubb38\uc5d0 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uac00 \ub354 \ube60\ub974\uace0 \ud45c\uc900\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uc5f0\uc73c\ub85c \uc778\ud574 \uc2e0\uaddc \uace0\uac1d\uc774 \ub354 \ube60\ub974\uace0 \ud604\ub300\uc801\uc778 \ub514\uc9c0\ud138 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\ub294 \uacbd\uc7c1\uc0ac\uc5d0 \ubc00\ub824\ub0a0 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc798 \uc124\uacc4\ub41c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc5ec\uc815\uc740 \uc628\ub77c\uc778 \uc591\uc2dd, \ubb38\uc11c \uc5c5\ub85c\ub4dc, \ud5c8\uc6a9\ub418\ub294 \uacbd\uc6b0 \ub3d9\uc601\uc0c1 \uc2e0\uc6d0 \ud655\uc778, \uc790\ub3d9 \uc2ec\uc0ac\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4. \ud45c\uc900 \uc704\ud5d8 \uace0\uac1d\uc758 \uacbd\uc6b0 \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \uc77c\uc815\uc744 1\uc8fc\uc77c \uc774\ub0b4\ub85c \ub2e8\ucd95\ud558\uc5ec \uc2e0\uaddc \uace0\uac1d\uc774 \uae30\ub300\ud558\ub294 \uc18d\ub3c4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc740 \uace0\uac1d \ub370\uc774\ud130\ub97c \ud55c \ubc88 \uc218\uc9d1\ud558\uc5ec KYC, \uc801\ud569\uc131, CRS \ubc0f FATCA\uc640 \uac19\uc740 \uc138\uae08 \uc591\uc2dd\uc5d0 \uc7ac\uc0ac\uc6a9\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uace0\uac1d\uc758 \ubd88\ub9cc\uacfc \uc740\ud589\uc758 \uc5c5\ubb34 \ubd80\ub2f4\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \ub514\uc9c0\ud138 \uc624\ud37c\ub9c1\uc740 \ucc28\ubcc4\ud654\uc758 \uc6d0\ucc9c\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc740 \ubcf4\uc548 \ud3ec\ud138\uc744 \ud1b5\ud574 \uc5ec\uad8c, \uc8fc\uc18c \uc99d\uba85, \uae30\uc5c5 \ubb38\uc11c, \uc7ac\uc0b0 \ucd9c\ucc98 \uc124\uba85\uc744 \uc5c5\ub85c\ub4dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc778\uc1c4\ub098 \uc774\uba54\uc77c \uc804\uc1a1 \uc5c6\uc774 \ubc31\uc5d4\ub4dc\uc5d0\uc11c \uc774\ub97c \uac80\ud1a0\ud558\uc5ec \ud504\ub85c\uc138\uc2a4 \uc804\ubc18\uc5d0 \uac78\uccd0 \ubcf4\uc548\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-risk-compliance-and-automated-reviews\">\uc704\ud5d8, \uaddc\uc815 \uc900\uc218 \ubc0f \uc790\ub3d9\ud654\ub41c \uac80\ud1a0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2018\ub144 \uc774\ud6c4 \uc2a4\uc704\uc2a4, EU, \uc601\uad6d\uc5d0\uc11c AML, CTF, \uc138\uae08 \ud22c\uba85\uc131\uc5d0 \ub300\ud55c \uaddc\uc81c \ub2f9\uad6d\uc758 \uae30\ub300\uce58\uac00 \ud06c\uac8c \ub192\uc544\uc84c\uc2b5\ub2c8\ub2e4. \uc740\ud589\uc740 \uaddc\uc81c \ub2f9\uad6d\uc5d0 \uac15\ub825\ud55c \ud1b5\uc81c\ub825\uc744 \uc785\uc99d\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uace0\uac1d\uc5d0\uac8c \ud6a8\uc728\uc801\uc73c\ub85c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \ud1b5\ud569 \uc6cc\ud06c\ud50c\ub85c\ub294 \uc628\ubcf4\ub529 \uc2dc\uc640 12\uac1c\uc6d4\ub9c8\ub2e4 \ub4f1 \uc8fc\uae30\uc801\uc73c\ub85c \uc790\ub3d9 AML \uc2ec\uc0ac, PEP \ud655\uc778 \ubc0f \uc81c\uc7ac \ubaa9\ub85d \uac80\ud1a0\ub97c \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc790\ub3d9\ud654\ub294 \uc77c\uad00\uc131\uc744 \ubcf4\uc7a5\ud558\uace0 \uc778\uc801 \uc624\ub958\uc758 \uc704\ud5d8\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uce59 \uae30\ubc18 \ub9ac\uc2a4\ud06c \uc810\uc218\ub294 \uace0\uac1d\uc744 \uc9c0\uc5ed, \ud65c\ub3d9, \uc81c\ud488 \uc6a9\ub3c4\ubcc4\ub85c \ubd84\ub958\ud569\ub2c8\ub2e4. \uc774 \uc810\uc218\ub294 \ud544\uc694\ud55c \uc2e4\uc0ac \ubc0f \uc2b9\uc778 \uc218\uc900\uc744 \uc81c\uc5b4\ud558\uc5ec \uc704\ud5d8 \ud504\ub85c\ud544\uacfc \uac1c\uc778 \ud2b9\uc131\uc5d0 \ub530\ub77c \ub9ac\uc18c\uc2a4\uac00 \uc801\uc808\ud558\uac8c \ud560\ub2f9\ub418\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC \uac31\uc2e0 \ub0a0\uc9dc \ubc0f \ub204\ub77d\ub41c \ubb38\uc11c\uc5d0 \ub300\ud55c \uc790\ub3d9 \uc54c\ub9bc\uc744 \ud1b5\ud574 \uaddc\uc815 \uc704\ubc18 \ubc0f \ud30c\uc77c \uc5c5\ub370\uc774\ud2b8 \uc9c0\uc5f0\uc758 \uac00\ub2a5\uc131\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc2a4\ud15c\uc740 \ub9c8\uac10\uc77c\uc744 \ucd94\uc801\ud558\ubbc0\ub85c \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ud300\uc740 \uc77c\uc815 \uad00\ub9ac\uac00 \uc544\ub2cc \uc2e4\uc9c8\uc801\uc778 \uac80\ud1a0\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud0c0\uc784\uc2a4\ud0ec\ud504, \uc0ac\uc6a9\uc790 \uc791\uc5c5, \uc758\uc0ac \uacb0\uc815\uc774 \ud3ec\ud568\ub41c \ub514\uc9c0\ud138 \uac10\uc0ac \ucd94\uc801\uc740 \ub0b4\ubd80 \uac80\ud1a0\uc640 \uc678\ubd80 \uaddc\uc81c \uae30\uad00\uc758 \uac80\uc0ac\ub97c \uac04\uc18c\ud654\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uac83\uc774 \ubb38\uc11c\ud654\ub418\uace0, \uc561\uc138\uc2a4 \uac00\ub2a5\ud558\uba70, \ubc29\uc5b4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-delivering-holistic-digital-wealth-management\">\uc885\ud569\uc801\uc778 \ub514\uc9c0\ud138 \uc790\uc0b0 \uad00\ub9ac \uc81c\uacf5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ubd80\uc720\ud55c \uace0\uac1d\ub4e4\uc740 \uc774\uc81c \ud504\ub77c\uc774\ube57 \ubc45\ud06c\ub97c \uc99d\uad8c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ubfd0 \uc544\ub2c8\ub77c \uc790\uc0b0\uc758 \ubaa8\ub4e0 \uce21\uba74\uc5d0\uc11c \ud30c\ud2b8\ub108\ub85c \uc5ec\uae41\ub2c8\ub2e4. \uc774\ub4e4\uc740 \uc740\ud589\uc774 \uc804\uccb4 \uc0c1\ud669\uc744 \uc774\ud574\ud558\uace0 \uad00\ub9ac\ud574 \uc8fc\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc911 \ud1b5\ud654 \uacc4\uc88c, \uc0ac\ubaa8\ud380\ub4dc \uc57d\uc815, \ubd80\ub3d9\uc0b0 \ubcf4\uc720, \ubbf8\uc220\ud488 \uceec\ub809\uc158, \uc790\uc120 \ub2e8\uccb4 \ucc28\ub7c9 \uad00\ub9ac\uc640 \uac19\uc740 \uc2dc\ub098\ub9ac\uc624\ub97c \uc0dd\uac01\ud574 \ubcf4\uc138\uc694. \uace0\uac1d\uc740 \uc6d0\uc2dc \uac70\ub798\uac00 \uc544\ub2cc \ucee8\ud14d\uc2a4\ud2b8\uc640 \uc778\uc0ac\uc774\ud2b8\ub97c \ud1b5\ud574 \uc774 \ubaa8\ub4e0 \uac83\uc744 \ud55c \uacf3\uc5d0\uc11c \ubcfc \uc218 \uc788\uae30\ub97c \uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc218\ud0c1\uae30\uad00, \ud575\uc2ec \ubc45\ud0b9, \uc678\ubd80 \ud3c9\uac00\uc758 \ub370\uc774\ud130\ub97c \ub2e8\uc77c \uac00\uad6c \uc218\uc900\uc758 \ubcf4\uae30\ub85c \ud1b5\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uacfc \uc5b4\ub4dc\ubc14\uc774\uc800 \ubaa8\ub450 \ub3d9\uc77c\ud55c \ud3ec\ud138\uc744 \ud1b5\ud574 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \ubaa8\ub450\uac00 \ub3d9\uc77c\ud55c \uc815\ubcf4\ub85c \uc791\uc5c5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa9\ud45c \uae30\ubc18 \uacc4\ud68d, \uc2dc\ub098\ub9ac\uc624 \ubd84\uc11d, \ud604\uae08 \ud750\ub984 \uc608\uce21\uc744 \ub514\uc9c0\ud138 \ubc29\uc2dd\uc73c\ub85c \uc81c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \ub514\uc9c0\ud138 \ub3c4\uad6c\ub97c \ud65c\uc6a9\ud558\uc5ec \uace0\uac1d \ud589\ub3d9\uc744 \ubd84\uc11d\ud558\uace0 \ub9de\ucda4\ud615 \uace0\uac1d \uc5ec\uc815\uc744 \uc124\uacc4\ud558\uc5ec \uac01 \uace0\uac1d\uc758 \uace0\uc720\ud55c \ub2c8\uc988\uc5d0 \ub9de\ub294 \uc11c\ube44\uc2a4\uc640 \ucd94\ucc9c\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uad00\uacc4 \uad00\ub9ac\uc790\uc640\uc758 \ud654\uc0c1 \ud68c\uc758\uc5d0 \uc55e\uc11c \uc774\ub97c \uac80\ud1a0\ud558\uc5ec \ubcf4\ub2e4 \uc0dd\uc0b0\uc801\uc774\uace0 \ud6a8\uc728\uc801\uc778 \ub300\ud654\ub97c \ub098\ub20c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ub354 \ub9ce\uc740 \uac70\ub798\uc640 \ub354 \uae4a\uc740 \ucc38\uc5ec\uac00 \uac00\ub2a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc885\ud569\uc801\uc778 \ub514\uc9c0\ud138 \ub3c4\uad6c\ub294 \ubc30\uc6b0\uc790, \uc790\ub140, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4 \uc9c1\uc6d0\uc5d0\uac8c \uc11c\ub85c \ub2e4\ub978 \uc561\uc138\uc2a4 \uad8c\ud55c\uc744 \ubd80\uc5ec\ud558\uc5ec \uac00\uc871 \uac70\ubc84\ub10c\uc2a4\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc8fc \uace0\uac1d\uc740 \ud1b5\uc81c\uad8c\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uad00\ub828 \uac00\uc871 \uad6c\uc131\uc6d0\uc774 \uc5ec\ub7ec \ubc95\uc778 \uad6c\uc870\uc5d0 \ub300\ud55c \uc801\uc808\ud55c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portals-and-secure-collaboration\">\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \ubc0f \uc548\uc804\ud55c \ud611\uc5c5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ud3ec\ud138\uc740 \uc8fc\uc694 \ub514\uc9c0\ud138 \uc811\uc810\uc778 \uacbd\uc6b0\uac00 \ub9ce\uc73c\ubbc0\ub85c \uc9c1\uad00\uc801\uc774\uace0 \uc548\uc804\ud558\uba70 \ud504\ub77c\uc774\ube57 \ubc45\ud06c \ube0c\ub79c\ub4dc\uc640 \uc77c\uce58\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \ub514\uc9c0\ud138 \ud37c\uc2a4\ud2b8 \uc138\uacc4\uc758 \uc740\ud589\uc744 \uc0c1\uc9d5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \ud3ec\ud138\uc5d0\ub294 \uac1c\uc694 \ub300\uc2dc\ubcf4\ub4dc, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubd84\uc11d, \ubb38\uc11c \ubcf4\uad00\uc18c, \ubcf4\uc548 \uba54\uc2dc\uc9d5, \ud22c\uc790 \uc81c\uc548\uc11c \uc11c\uba85\uacfc \uac19\uc740 \uc791\uc5c5 \uc2b9\uc778 \ub4f1\uc758 \uc8fc\uc694 \uc139\uc158\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uac01 \uc139\uc158\uc740 \ud1b5\ud569\ub418\uace0 \uc77c\uad00\ub41c \ub290\ub08c\uc744 \uc8fc\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud3ec\ud138\uc740 \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \ud45c\uc900\uc744 \uc900\uc218\ud558\ub294 \uc804\uc790 \uc11c\uba85\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc2e0\uaddc \ud22c\uc790 \ub610\ub294 \uc2e0\uc6a9 \uc2dc\uc124 \uc2b9\uc778\uc5d0 \ud544\uc694\ud55c \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uc5ec \uace0\uac1d \uacbd\ud5d8\uacfc \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \ubaa8\ub450 \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc740 \ud3ec\ud138\uc5d0\uc11c \uc9c1\uc811 \ud654\uc0c1 \ud68c\uc758\ub97c \uc608\uc57d\ud558\uace0, \uc9c0\uce68\uc744 \ubcf4\ub0b4\uace0, \uc9c8\ubb38\uc744 \ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uad50\ub958\ub294 \ub098\uc911\uc5d0 \ucc38\uc870\ud560 \uc218 \uc788\ub3c4\ub85d CRM\uc5d0 \uae30\ub85d\ub418\uc5b4 \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uc5d0 \ub300\ud55c \uc644\uc804\ud55c \uae30\ub85d\uc744 \ub0a8\uae41\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc790\uc778\uc740 \uae54\ub054\ud558\uace0 \ubaa8\ubc14\uc77c \ubc18\uc751\uc774 \uc88b\uc544\uc57c \ud558\uba70 \ub2e4\uc591\ud55c \uc5f0\ub839\ub300\uc758 \uc2e4\uc81c \uace0\uac1d\uc744 \ub300\uc0c1\uc73c\ub85c \ud14c\uc2a4\ud2b8\ub97c \uac70\uccd0\uc57c \ud569\ub2c8\ub2e4. 1\uc138\ub300 \uc790\uc0b0 \ubcf4\uc720\uc790\uc640 \ucc28\uc138\ub300 \uc0c1\uc18d\uc778 \ubaa8\ub450 \uc9c1\uad00\uc801\uc774\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc571 \uacbd\ud5d8\uc740 \ub370\uc2a4\ud06c\ud1b1\ub9cc\ud07c\uc774\ub098 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-using-ai-and-automation-without-losing-the-human-touch\">\uc778\uac04\uc758 \uc190\uae38\uc744 \uc783\uc9c0 \uc54a\uace0 AI\uc640 \uc790\ub3d9\ud654 \uc0ac\uc6a9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ec%9e%90%eb%8f%99%ed%99%94-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\uc778\uacf5 \uc9c0\ub2a5\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5895\">\uc778\uacf5 \uc9c0\ub2a5<\/a> \ud504\ub77c\uc774\ube57 \ubc45\ud0b9\uc5d0\uc11c \uae30\uc220\uc740 \uad00\uacc4 \uad00\ub9ac\uc790\uc640 \ud22c\uc790\uc704\uc6d0\ud68c\ub97c \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ubcf4\uac15\ud558\ub294 \uc5ed\ud560\uc744 \ud574\uc57c \ud569\ub2c8\ub2e4. \uae30\uc220\uc740 \uc0ac\ub78c\uc744 \uc704\ud55c \uac83\uc774\uc9c0 \uadf8 \ubc18\ub300\uac00 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc5d0 \ub0b4\uc7a5\ub41c AI \ubaa8\ub378\uc740 \ube44\uc815\uc0c1\uc801\uc778 \uc6c0\uc9c1\uc784, \uc9d1\uc911 \uc704\ud5d8 \ub610\ub294 \ub300\uaddc\ubaa8 \ud604\uae08 \uc720\uc785\uacfc \uac19\uc740 \uc0dd\ud65c \uc774\ubca4\ud2b8 \uc2e0\ud638\ub97c \uac10\uc9c0\ud558\uc5ec \uace0\uac1d \uc9c0\uc6d0\uc758 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc8fc\uc758\uac00 \ud544\uc694\ud55c \uace0\uac1d\uacfc \uc2dc\uae30\ub97c \uacb0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\ub124\ubc14\uc5d0 \uc788\ub294 \uace0\uac1d\uc5d0\uac8c\ub294 \uace0\uac1d\uc758 \uad00\uc2ec\uc0ac\uc5d0 \ub530\ub77c \uc2a4\uc704\uc2a4 \ubd80\ub3d9\uc0b0 \ub610\ub294 ESG \ud22c\uc790\uc5d0 \ub300\ud55c \ud050\ub808\uc774\uc158\ub41c \uba54\ubaa8\uac00 \uc81c\uacf5\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad00\ub828 \ucf58\ud150\uce20\ub294 \uc740\ud589\uc774 \uc790\ub3d9\ud654\ub41c \ub290\ub08c \uc5c6\uc774 \uace0\uac1d\uc758 \uc120\ud638\ub3c4\ub97c \uc774\ud574\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc0dd\uc77c \uba54\uc2dc\uc9c0 \uc804\uc1a1, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0 \uc54c\ub9bc, \uc138\uae08 \uc2dc\uc98c \ubb38\uc11c \uc54c\ub9bc\uacfc \uac19\uc740 \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc758\ubbf8 \uc788\ub294 \ub300\ud654\uc5d0 \uc9d1\uc911\ud558\uace0 \uc2dc\uc2a4\ud15c\uc740 \uc608\uce21 \uac00\ub2a5\ud55c \ud56d\ubaa9\uc744 \ucc98\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ud658\uacbd\uc5d0\uc11c AI\ub97c \uc704\ud55c \ud22c\uba85\uc131\uacfc \uac70\ubc84\ub10c\uc2a4\ub294 \uc5ec\uc804\ud788 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ubaa8\ub378\uacfc \uba85\ud655\ud55c \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\ub294 \uc6b4\uc601 \ubc0f \ud3c9\ud310 \ub9ac\uc2a4\ud06c\ub97c \uc904\uc5ec\uc90d\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc790\uc2e0\uc758 \ub370\uc774\ud130\uac00 \ucc45\uc784\uac10 \uc788\uac8c \ucc98\ub9ac\ub41c\ub2e4\ub294 \uac83\uc744 \uc2e0\ub8b0\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-10.png\" alt=\"\ub514\uc9c0\ud138 \ubc29\uc2dd\uc73c\ub85c \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc744 \uad00\ub9ac\ud558\ub294 \ubc29\ubc95\" class=\"wp-image-48984\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-10.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-10-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-10-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-privacy-swiss-hosting-and-client-trust\">\ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc, \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305, \uace0\uac1d \uc2e0\ub8b0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc0c1\uc8fc \ubc0f \uc8fc\uad8c\uc740 \ud2b9\ud788 \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uc774\uc0ac\ud68c \ucc28\uc6d0\uc758 \uad00\uc2ec\uc0ac\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc790\uc2e0\uc758 \uc815\ubcf4\uac00 \uc5b4\ub514\uc5d0 \uc788\ub294\uc9c0, \ub204\uac00 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294\uc9c0 \uc54c\uace0 \uc2f6\uc5b4 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ubc95\uc758 \uc801\uc6a9\uc744 \ubc1b\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc5d0\uc11c \ud638\uc2a4\ud305\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub294 \uc911\ub9bd\uc131\uacfc \uc548\uc815\uc131\uc744 \uc911\uc2dc\ud558\ub294 \uc720\ub7fd, \uc911\ub3d9 \ubc0f \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \uace0\uac1d\uc5d0\uac8c \uac15\ub825\ud55c \ud310\ub9e4 \ud3ec\uc778\ud2b8\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC \ud30c\uc77c, \ud22c\uc790 \uc120\ud638\ub3c4, \ud1b5\uc2e0 \ub0b4\uc5ed\uacfc \uac19\uc740 \ubbfc\uac10\ud55c \ub370\uc774\ud130\ub294 \uc740\ud589\uc774 \uc120\ud0dd\ud55c \uad00\ud560\uad8c \ub0b4\uc5d0 \ubcf4\uad00\ub429\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \ud574\uc678 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc5d0 \ub300\ud55c \uc758\uc874\uc131\uc744 \ud53c\ud558\uace0 \ub370\uc774\ud130 \uc561\uc138\uc2a4\uc5d0 \ub300\ud55c \ud1b5\uc81c\uad8c\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc554\ud638\ud654, \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4, \ucd5c\uc18c \uad8c\ud55c \uc6d0\uce59\uc740 \ubaa8\ub4e0 \ub514\uc9c0\ud138 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uc2a4\ud0dd\uc758 \ud0c0\ud611\ud560 \uc218 \uc5c6\ub294 \uad6c\uc131 \uc694\uc18c\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcf4\uc548 \uc870\uce58\ub294 \uc678\ubd80 \uc704\ud611\uacfc \ub0b4\ubd80 \uc624\uc6a9\uc744 \ubaa8\ub450 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ub370\uc774\ud130 \ubcf4\ud638 \ud0dc\uc138\ub97c \uace0\uac1d\uc5d0\uac8c \uba85\ud655\ud558\uac8c \uc804\ub2ec\ud558\uba74 \ucc28\ubcc4\ud654 \uc694\uc18c\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uc720\uce58 \ud68c\uc758\uc5d0\uc11c \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uacfc \ub370\uc774\ud130 \uc8fc\uad8c\uc740 \uace0\uc561 \uc790\uc0b0\uac00 \ubc0f \ucd08\uace0\uc561 \uc790\uc0b0\uac00\uc5d0\uac8c \ud070 \ubc18\ud5a5\uc744 \ubd88\ub7ec\uc77c\uc73c\ud0a4\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-practical-steps-to-start-or-accelerate-digital-private-banking\">\ub514\uc9c0\ud138 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9\uc744 \uc2dc\uc791\ud558\uac70\ub098 \uac00\uc18d\ud654\ud558\uae30 \uc704\ud55c \uc2e4\uc6a9\uc801\uc778 \ub2e8\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbfc\uac04 \uc740\ud589\uc758 \uc758\uc0ac \uacb0\uc815\uad8c\uc790\ub294 \uc608\uc0b0\uc774 \ud55c\uc815\ub418\uc5b4 \uc788\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc73c\uba70 2024\ub144\uacfc 2025\ub144\uc758 \ud601\uc2e0 \ub85c\ub4dc\ub9f5\uc758 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud574\uc57c \ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uac83\uc774 \ud55c\uaebc\ubc88\uc5d0 \uc774\ub8e8\uc5b4\uc9c8 \uc218\ub294 \uc5c6\uc73c\ubbc0\ub85c \uc21c\uc11c\uac00 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \uc608\uc57d \uc13c\ud130 \ub610\ub294 \ud55c \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0\uc11c \ud30c\uc77c\ub7ff\uc73c\ub85c \uc2dc\uc791\ud558\ub294 \ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd\uc774 \ud6a8\uacfc\uc801\uc785\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \ub354 \ub113\uc740 \uace0\uac1d\uce35\uc73c\ub85c \ud655\uc7a5\ud558\uae30 \uc804\uc5d0 \ucc28\uc138\ub300 HNW \uae30\uc5c5\uac00\uc5d0\uac8c \uc9d1\uc911\ud558\uc138\uc694. \ube60\ub974\uac8c \ud559\uc2b5\ud558\uace0 \ud53c\ub4dc\ubc31\uc744 \ubc14\ud0d5\uc73c\ub85c \uc801\uc751\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uccb4\uc801\uc778 \uccab \ubc88\uc9f8 \ud504\ub85c\uc81d\ud2b8\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc6b0\uc120\uc21c\uc704<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud504\ub85c\uc81d\ud2b8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc608\uc0c1 \uacb0\uacfc<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \uc6cc\ud06c\ud50c\ub85c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2e0\uaddc \uace0\uac1d\uc758 \uc218\uc775 \ucc3d\ucd9c \uc2dc\uac04 \ub2e8\ucd95<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uace0\uc11c\ub97c \uc704\ud55c \ubcf4\uc548 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc218\ub3d9 \ubcf4\uace0\uc11c \ubc30\ud3ec \uac10\uc18c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uae30\ubcf8 \uc790\ub3d9\ud654 \uae30\ub2a5\uc744 \uac16\ucd98 \uc5b4\ub4dc\ubc14\uc774\uc800 \ucf55\ud54f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc804\ub7b5\uc801 \uc870\uc5b8\uc744 \uc704\ud55c \ub354 \ub9ce\uc740 \uc2dc\uac04<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uba87 \ub2ec \uc548\uc5d0 \ubc30\ud3ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9ac\uc2a4\ud06c \ud504\ub85c\ud30c\uc77c\ub9c1, \uc801\ud569\uc131, MIFID \ubc0f FINMA \uc5f0\uacc4 \ud504\ub85c\uc138\uc2a4\ub97c \uc704\ud55c \uc0ac\uc804 \uad6c\uc131\ub41c \ud15c\ud50c\ub9bf\uc774 \uc81c\uacf5\ub418\ubbc0\ub85c \ub0b4\ubd80 \ub178\ub825\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \uc740\ud589\uc740 \uc624\ub79c \uc2dc\uac04\uc774 \uac78\ub9ac\ub294 \ub9de\ucda4\ud615 \uac1c\ubc1c \uc5c6\uc774\ub3c4 \uac00\uce58\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc2dc\uac04, \ub514\uc9c0\ud138 \ucc44\ud0dd\ub960, \uc81c\uac70\ub41c \uc218\ub3d9 \uc791\uc5c5 \uc218, \ud3ec\ud138 \uc124\ubb38\uc870\uc0ac\ub97c \ud1b5\ud574 \uc218\uc9d1\ud55c \uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218 \ub4f1 \uba85\ud655\ud55c \uc9c0\ud45c\ub97c \ud1b5\ud574 \uc131\uacf5\uc744 \uce21\uc815\ud558\uc138\uc694. \ub370\uc774\ud130\ub294 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc758 \uc6d0\ub3d9\ub825\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-change-management-and-relationship-manager-adoption\">\ubcc0\uacbd \uad00\ub9ac \ubc0f \uad00\uacc4 \uad00\ub9ac\uc790 \ucc44\ud0dd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc544\ubb34\ub9ac \uc798 \uc124\uacc4\ub418\uc5b4 \uc788\ub354\ub77c\ub3c4 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc0c8\ub85c\uc6b4 \uae30\uc220\uc744 \ucc44\ud0dd\ud558\uc9c0 \uc54a\uc73c\uba74 \uae30\uc220 \ud504\ub85c\uc81d\ud2b8\ub294 \uc2e4\ud328\ud569\ub2c8\ub2e4. \uc0ac\ub78c\ub4e4\uc740 \uc0ac\uc6a9\ud558\ub3c4\ub85d \uc694\uccad\ubc1b\uc740 \ub3c4\uad6c\uc5d0\uc11c \uac00\uce58\ub97c \ubc1c\uacac\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud15c\ud50c\ub9bf, \ub300\uc2dc\ubcf4\ub4dc, \ubcf4\uace0\uc11c\uc758 \ub514\uc790\uc778 \ucd08\uae30 \ub2e8\uacc4\ubd80\ud130 \uc2dc\ub2c8\uc5b4 \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \ucc38\uc5ec\uc2dc\ud0a4\uc138\uc694. \ub514\uc9c0\ud138 \ub3c4\uad6c\uac00 \uadf8\ub4e4\uc758 \uc77c\uc0c1\uacfc \uc77c\uce58\ud560 \ub54c \uc790\uc5f0\uc2a4\ub7fd\uac8c \ucc44\ud0dd\uc774 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \uc800\ud56d\uc740 \uc885\uc885 \ud611\uc5c5\uc801\uc73c\ub85c \uc124\uacc4\ub41c \ub3c4\uad6c\uac00 \uc544\ub2c8\ub77c \uac15\uc694\ub41c \ub290\ub08c\uc758 \ub3c4\uad6c\uc5d0\uc11c \ube44\ub86f\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad50\uc721 \ud504\ub85c\uadf8\ub7a8, \ucf54\uce6d, \ud61c\ud0dd\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uc124\uba85\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \ud50c\ub7ab\ud3fc\uc774 \ub3d9\uc77c\ud55c \uc218\uc900\uc758 \ud488\uc9c8\ub85c \ub354 \ub9ce\uc740 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \uc5b4\ub5bb\uac8c \ub3c4\uc6c0\uc774 \ub418\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\uc138\uc694. \uc0c8\ub85c\uc6b4 \uae30\uc220\uc744 \uadf8\ub4e4\uc774 \uad00\uc2ec\uc744 \uac16\ub294 \uc131\uacfc\uc5d0 \uc5f0\uacb0\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd08\uae30 \uc131\uacf5 \uc0ac\ub840\ub294 \ubaa8\uba58\ud140\uc744 \ub9cc\ub4e4\uc5b4\ub0c5\ub2c8\ub2e4. \ubcf5\uc7a1\ud55c \uac00\uc871\uc774 \uba87 \uc8fc\uac00 \uc544\ub2cc \uba70\uce60 \ub9cc\uc5d0 \uc628\ubcf4\ub529\ud558\uac70\ub098 \ub514\uc9c0\ud138 \uc54c\ub9bc\uc744 \ud1b5\ud574 \ub300\uaddc\ubaa8 \uc5c5\uc140\uc774 \ubc1c\uc0dd\ud558\uba74 \uadf8 \uc0ac\ub840\ub97c \ub0b4\ubd80\uc801\uc73c\ub85c \uacf5\uc720\ud558\uc138\uc694. \uc774\ub7ec\ud55c \uc0ac\ub840\ub97c \ud1b5\ud574 \ub514\uc9c0\ud138 \ud2b8\ub79c\uc2a4\ud3ec\uba54\uc774\uc158\uc758 \uc131\uacf5 \uc0ac\ub840\ub294 \ubd80\uc778\ud560 \uc218 \uc5c6\ub294 \uc0ac\uc2e4\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc18d\uc801\uc778 \ud53c\ub4dc\ubc31 \ub8e8\ud504\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc591\uc2dd, \uc6cc\ud06c\ud50c\ub85c \ub610\ub294 \ud3ec\ud138 \uae30\ub2a5\uc5d0 \ub300\ud55c \uc0ac\uc18c\ud55c \uac1c\uc120\uc744 \uc694\uccad\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\uc120\uc758 \uc758\uacac\uc744 \ubc14\ud0d5\uc73c\ub85c \ud55c \uc815\uae30\uc801\uc778 \uc5c5\ub370\uc774\ud2b8\ub294 \uc740\ud589\uc774 \uace0\uac1d\uc758 \uad00\uc810\uc744 \uc18c\uc911\ud788 \uc5ec\uae30\uace0 \uace0\uac1d\uc5d0\uac8c \ub3c4\uc6c0\uc774 \ub418\ub294 \ub3c4\uad6c\ub97c \ub9cc\ub4e4\uae30 \uc704\ud574 \ucd5c\uc120\uc744 \ub2e4\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-implement-a-digital-private-banking-platform-like-investglass\">InvestGlass\uc640 \uac19\uc740 \ub514\uc9c0\ud138 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ud50c\ub7ab\ud3fc\uc744 \uad6c\ud604\ud558\ub294 \ub370 \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\uaddc\ubaa8 \ubbfc\uac04 \uc740\ud589\uc758 \uacbd\uc6b0 \ub0b4\ubd80 \ub9ac\uc18c\uc2a4 \ubc0f \ud1b5\ud569 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub530\ub77c 3~6\uac1c\uc6d4 \ub0b4\uc5d0 CRM \ubc0f \uc628\ubcf4\ub529\uc5d0 \uc911\uc810\uc744 \ub454 \uccab \ubc88\uc9f8 \ub2e8\uacc4\ub97c \uc2e4\ud589\ud560 \uc218 \uc788\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc77c\uc815\uc740 \uc740\ud589\uc774 \uc5bc\ub9c8\ub098 \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9ac\uace0 \ud504\ub85c\uc81d\ud2b8 \ub9ac\uc18c\uc2a4\ub97c \ud560\ub2f9\ud560 \uc900\ube44\uac00 \ub418\uc5b4 \uc788\ub294\uc9c0\uc5d0 \ub530\ub77c \ud06c\uac8c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\ub7ec \uc608\uc57d \uc13c\ud130, \ub9de\ucda4\ud615 \ub9ac\uc2a4\ud06c \ubaa8\ub378, \uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130 \ud1b5\ud569\uc744 \ud3ec\ud568\ud558\ub294 \ubcf4\ub2e4 \ubcf5\uc7a1\ud55c \ubc30\ud3ec\ub294 \uc77c\ubc18\uc801\uc73c\ub85c 12~18\uac1c\uc6d4\uc5d0 \uac78\uce5c \ub2e8\uacc4\ubcc4 \ud504\ub85c\uadf8\ub7a8\uc744 \ub530\ub985\ub2c8\ub2e4. \uac01 \ub2e8\uacc4\ub294 \uc644\uc804\ud55c \ube44\uc804\uc744 \ud5a5\ud574 \uad6c\ucd95\ud558\uba74\uc11c \uc810\uc9c4\uc801\uc778 \uac00\uce58\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd08\uae30 \uc6cc\ud06c\uc0f5\uacfc \uc740\ud589 \ub0b4\ubd80\uc758 \uba85\ud655\ud55c \uc18c\uc720\uad8c\uc740 \uad6c\ud604 \uc2dc\uac04\uc744 \ud06c\uac8c \ub2e8\ucd95\ud569\ub2c8\ub2e4. \uc774\ud574 \uad00\uacc4\uc790\uac00 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud574 \ube60\ub974\uac8c \uc870\uc728\ud558\uba74 \uae30\uc220 \ubc30\ud3ec\uac00 \ub354 \ube68\ub9ac \uc9c4\ud589\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-digital-portal-really-work-for-older-private-banking-clients\">\ub514\uc9c0\ud138 \ud3ec\ud138\uc774 \uace0\ub839\uc758 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc5d0\uac8c \uc815\ub9d0 \ud6a8\uacfc\uac00 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">60\ub300\uc640 70\ub300\uc758 \ub9ce\uc740 \uace0\uac1d\uc740 \uc774\ubbf8 \uc5ec\ud589, \uac74\uac15, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \ud0dc\ube14\ub9bf\uacfc \uc2a4\ub9c8\ud2b8\ud3f0\uc744 \uc0ac\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc740 \uc790\uc2e0\uc758 \uc2dc\uac04\uacfc \uc9c0\ub2a5\uc744 \uc874\uc911\ud558\ub294 \uac04\ub2e8\ud558\uace0 \uac00\ub3c5\uc131 \ub192\uc740 \uc778\ud130\ud398\uc774\uc2a4\ub97c \uc120\ud638\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc790\uc778\uc774 \uc911\uc694\ud569\ub2c8\ub2e4: \ub354 \ud070 \uae00\uaf34, \uba85\ud655\ud55c \ud0d0\uc0c9 \uae30\ub2a5, \uad00\uacc4 \uad00\ub9ac\uc790\ub098 \ub3c4\uc6b0\ubbf8\uac00 \ucc98\uc74c \uba87 \ub2ec \ub3d9\uc548 \ud3ec\ud138\uc744 \ud1b5\ud574 \uace0\uac1d\uc744 \uc548\ub0b4\ud560 \uc218 \uc788\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc9c0\uc6d0. \uae30\uc220\uc774 \uace0\uac1d\uc5d0\uac8c \uc801\uc751\ud574\uc57c\uc9c0 \uace0\uac1d\uc774 \uae30\uc220\uc5d0 \uc801\uc751\ud558\ub77c\uace0 \uc694\uad6c\ud574\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 \ud544\uc694\ud55c \uacbd\uc6b0 \uc5ec\uc804\ud788 \uc885\uc774 \uba85\uc138\uc11c\ub098 \uc804\ud654 \ud1b5\ud654\ub97c \uc81c\uacf5\ud558\uba74\uc11c \uc810\uc9c4\uc801\uc73c\ub85c \ub514\uc9c0\ud138 \ub3c4\uc785\uc744 \ub298\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uae30\ub2a5\uc744 \ubd80\ub4dc\ub7fd\uac8c \ub3c4\uc785\ud558\uba74\uc11c \uace0\uac1d\uc774 \ud3b8\ud55c \uacf3\uc5d0\uc11c \uace0\uac1d\uc744 \ub9cc\ub098\ub294 \uac83\uc774 \ubaa9\ud45c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-support-cross-border-private-banking-with-different-regulations\">InvestGlass\ub294 \uaddc\uc81c\uac00 \ub2e4\ub978 \uad6d\uac00 \uac04 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9\uc744 \uc5b4\ub5bb\uac8c \uc9c0\uc6d0\ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ud1b5\ud574 \uc740\ud589\uc740 \ub2e8\uc77c \ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \uad6d\uac00\ubcc4 \uc6cc\ud06c\ud50c\ub85c, \uc801\ud569\uc131 \uaddc\uce59 \ubc0f \ubb38\uc11c \uc694\uad6c \uc0ac\ud56d\uc744 \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc720\uc5f0\uc131\uc740 \ud558\ub098\uc758 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc5ec\ub7ec \uaddc\uc81c \ud658\uacbd\uc744 \uc9c0\uc6d0\ud560 \uc218 \uc788\uc74c\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ud504\ub85c\ud544\uc5d0\ub294 \uc870\uc138 \uac70\uc8fc\uc9c0, \uc2dc\ubbfc\uad8c, \ud5c8\uc6a9\ub41c \uc0c1\ud488\uc774 \uc800\uc7a5\ub418\uc5b4 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ud22c\uc790\ub97c \uc81c\uc548\ud560 \ub54c \ud604\uc9c0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uc774 \uc2dc\uc2a4\ud15c\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc9c0\uc2dd\uc5d0\ub9cc \uc758\uc874\ud558\uc9c0 \uc54a\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ud589\ub3d9\uc744 \uc548\ub0b4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ud300\uc740 \uaddc\uc815\uc758 \ubcc0\ud654\uc5d0 \ub530\ub77c \uc911\uc559\uc5d0\uc11c \uaddc\uc815\uc744 \uc5c5\ub370\uc774\ud2b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc704\uce58\uc5d0 \uad00\uacc4\uc5c6\uc774 \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \ud300 \uc804\uccb4\uc5d0 \uc77c\uad00\ub41c \uaddc\uc815\uc744 \uc801\uc6a9\ud558\uc5ec \uaddc\uc815 \uc704\ubc18\uc758 \uc704\ud5d8\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-role-of-relationship-managers-if-so-many-processes-are-automated\">\ub9ce\uc740 \ud504\ub85c\uc138\uc2a4\uac00 \uc790\ub3d9\ud654\ub41c \uacbd\uc6b0 \uad00\uacc4 \uad00\ub9ac\uc790\uc758 \uc5ed\ud560\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub294 \ub370\uc774\ud130 \ucea1\ucc98, \ubb38\uc11c \ucd94\uc801, \uae30\ubcf8 \uc54c\ub9bc\uacfc \uac19\uc774 \ubc18\ubcf5\uc801\uc774\uace0 \uac00\uce58\uac00 \ub0ae\uc740 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud65c\ub3d9\uc740 \uc2dc\uac04\uc744 \uc18c\ubaa8\ud558\uc9c0\ub9cc \uc0ac\ub78c\uc758 \ud310\ub2e8\uc774\ub098 \uad00\uacc4 \uad6c\ucd95 \uae30\uc220\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ud658\uacbd\uc5d0\uc11c\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\uc758 \uc5ed\ud560\uc774 \ub354\uc6b1 \uc911\uc694\ud574\uc9d1\ub2c8\ub2e4. \ubcf5\uc7a1\ud55c \uc870\uc5b8, \uac00\uc871 \uac70\ubc84\ub10c\uc2a4, \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \ubb38\uc81c \ud574\uacb0\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc2e0\ub8b0\uc640 \uc2e0\uc911\ud568\uc744 \uc911\uc2dc\ud558\ub294 \ubd80\uc720\uce35\uc5d0\uac8c \uc774\ub4e4\uc758 \uc804\ubb38\uc131\uacfc \uac1c\uc778\uc801\uc778 \uc778\ub9e5\uc740 \ub300\uccb4\ud560 \uc218 \uc5c6\ub294 \uc874\uc7ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \ub3c4\uad6c\ub294 \ub2e8\uc21c\ud788 \ub354 \ub098\uc740 \uc815\ubcf4\uc640 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \uc81c\uacf5\ud558\uc5ec \uace0\uac1d \uad00\uacc4\ub97c \uc2ec\ud654\ud560 \uc218 \uc788\uac8c 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