{"id":48939,"date":"2026-02-04T15:05:02","date_gmt":"2026-02-04T14:05:02","guid":{"rendered":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/"},"modified":"2026-03-02T20:50:52","modified_gmt":"2026-03-02T19:50:52","slug":"%ea%b8%88%ec%9c%b5-%ed%9a%8c%ec%82%ac%ec%97%90%ec%84%9c-crm%ec%9d%84-%ea%b5%ac%ed%98%84%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-implement-crm-in-a-financial-firm\/","title":{"rendered":"\uae08\uc735 \ud68c\uc0ac\uc5d0\uc11c CRM\uc744 \uad6c\ud604\ud558\ub294 \ubc29\ubc95?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uae08\uc735\ud68c\uc0ac\uc758 CRM\uc740 \ub2e8\uc21c\ud55c \uc5f0\ub77d\ucc98 \uad00\ub9ac\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc5c4\uaca9\ud55c \uaddc\uc81c, \ubcf5\uc7a1\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uba40\ud2f0\ucc44\ub110 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4. \ud22c\uc790 \ud68c\uc0ac\ub294 \ud2b9\uc815 \uc720\ud615\uc758 \uae08\uc735 \ube44\uc988\ub2c8\uc2a4\uc774\ubbc0\ub85c \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad00\ub9ac\ud558\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\uba70 \uc131\uc7a5 \uc804\ub7b5\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ub9de\ucda4\ud615 CRM \uc194\ub8e8\uc158\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\uacf5\uc801\uc778 CRM \uad6c\ucd95\uc740 \uaddc\uc815 \uc900\uc218, IT \ubc0f \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \ud300\uc774 \ud569\uc758\ud55c \uba85\ud655\ud55c \uaddc\uc81c, \ub9e4\ucd9c \ubc0f \uace0\uac1d \uacbd\ud5d8 \ubaa9\ud45c\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc740 \uace0\uac1d \ubc0f \uc7a0\uc7ac \uace0\uac1d\uacfc\uc758 \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uc744 \uad00\ub9ac\ud558\uace0 \uac1c\uc120\ud558\uc5ec \ubd80\uc11c \uac04 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uccb4\uacc4\ud654\ud558\uace0 \uac15\ud654\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ud638\uc2a4\ud305\uc744 \uc81c\uacf5\ud558\ub294 InvestGlass\uc640 \uac19\uc740 \uae08\uc735 \ub4f1\uae09 CRM\uc744 \uc120\ud0dd\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=\"5897\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, \uaddc\uc81c \uae30\uad00\uc758 \uacbd\uc6b0 \ud558\ub098\uc758 \ud50c\ub7ab\ud3fc\uc5d0\uc11c KYC \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad00\ub9ac\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e0\uc911\ud55c \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158, \ubcc0\uacbd \uad00\ub9ac, \uc5ed\ud560 \uae30\ubc18 \uad50\uc721\uc740 \uae30\uc220 \uc120\ud0dd\ub9cc\ud07c\uc774\ub098 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc18d\uc801\uc778 \ucd5c\uc801\ud654, \uc0c8\ub85c\uc6b4 AI \uae30\ub2a5, \uc815\uae30\uc801\uc778 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\ub97c \ud1b5\ud574 CRM\uc740 MiFID II, FINMA \uaddc\uce59 \ubc0f GDPR\uacfc \uac19\uc740 \uc9c4\ud654\ud558\ub294 \uaddc\uc815\uc5d0 \ubd80\ud569\ud558\ub3c4\ub85d \uc720\uc9c0\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-why-crm-implementation-matters-in-financial-firms\">\uc18c\uac1c \uc18c\uac1c: \uae08\uc735\ud68c\uc0ac\uc5d0\uc11c CRM \uad6c\ud604\uc774 \uc911\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589, \uc790\uc0b0 \uad00\ub9ac, \ubcf4\ud5d8 \uc5c5\uacc4\uc758 \uacbd\uc7c1\uc740 \uadf8 \uc5b4\ub290 \ub54c\ubcf4\ub2e4 \uce58\uc5f4\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc989\uac01\uc801\uc778 \uc751\ub2f5, \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4, \uc6d0\ud65c\ud55c \ub514\uc9c0\ud138 \uacbd\ud5d8\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uaddc\uc81c \ub2f9\uad6d\uc740 \uc644\ubcbd\ud55c \uac10\uc0ac \ucd94\uc801, \uc5c4\uaca9\ud55c KYC \ubb38\uc11c\ud654, \uc785\uc99d \uac00\ub2a5\ud55c \uc801\ud569\uc131 \ud504\ub85c\uc138\uc2a4\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\uc5c5\uc5d0\uac8c \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \uc2dc\uc2a4\ud15c \uad6c\ucd95\uc740 \ub354 \uc774\uc0c1 \uc120\ud0dd\uc801 IT \ud504\ub85c\uc81d\ud2b8\uac00 \uc544\ub2d9\ub2c8\ub2e4. \uc774\ub294 \uace0\uac1d\uc5d0\uac8c \uc5bc\ub9c8\ub098 \uc798 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0, \ub9ac\uc2a4\ud06c\ub97c \uad00\ub9ac\ud558\uba70, \uc218\uc775\uc744 \uc99d\ub300\ud560 \uc218 \uc788\ub294\uc9c0\ub97c \uacb0\uc815\ud558\ub294 \uc804\ub7b5\uc801 \ud544\uc218 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub298\ub0a0 \uae08\uc735 \uae30\uad00\uc740 \uc774\uba54\uc77c, \ud68c\uc758, \uc601\uc0c1 \ud1b5\ud654, \ubcf4\uc548 \uba54\uc2dc\uc9d5, \ub300\uba74 \uc0c1\ub2f4 \ub4f1\uc744 \ud1b5\ud574 \uc218\ucc9c \uac1c\uc758 \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud569\ub2c8\ub2e4. \uc911\uc559 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc774 \uc5c6\uc73c\uba74 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uace0\uac1d \uc815\ubcf4\ub97c \uc77c\uad00\ub418\uac8c \uc720\uc9c0\ud558\uace0, \uace0\uac1d \ud589\ub3d9\uc744 \uc774\ud574\ud558\uace0 \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uac1c\uc120\ud558\ub294 \ub370 \uc911\uc694\ud55c \uace0\uac1d \uc815\ubcf4\ub97c \uc801\uc808\ud788 \uc800\uc7a5, \uad00\ub9ac, \ubd84\uc11d\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc0c1\ud638 \uc791\uc6a9\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131\uc774 \ubd80\uc871\ud558\uace0 \uacbd\uc601\uc9c4\uc740 \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \uc2e4\uc81c \uc0c1\ud0dc\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \ub2e8\ud3b8\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc740 \uc704\ud5d8\uc744 \ucd08\ub798\ud558\uace0, \uc628\ubcf4\ub529\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\uba70, \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uace0\uac1d \ubaa8\ub450\ub97c \uc88c\uc808\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc81c \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uac00 \uacb0\ud569\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5898\">\ub9c8\ucf00\ud305<\/a> \uc790\ub3d9\ud654, \uace0\uac1d \ud3ec\ud138\uc744 \ud558\ub098\uc758 \ud658\uacbd\uc5d0\uc11c \ubaa8\ub450 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\ub85c \ud638\uc2a4\ud305\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \uc790\uc0b0 \uc6b4\uc6a9\uc0ac \ubc0f \uae30\ud0c0 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uae30\uad00\uc5d0 \ub9de\ucd98 \uc2e4\uc6a9\uc801\uc778 \ub2e8\uacc4\ubcc4 \uad6c\ud604 \uac00\uc774\ub4dc\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc744 \uad50\uccb4\ud558\ub4e0 \ucc98\uc74c\ubd80\ud130 \uc0c8\ub85c \uad6c\ucd95\ud558\ub4e0, \ub2e4\uc74c \ub85c\ub4dc\ub9f5\uc740 \uc131\uacf5\uc801\uc778 CRM\uc744 \ub2ec\uc131\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-of-a-crm-for-financial-firms\">\uae08\uc735\ud68c\uc0ac\ub97c \uc704\ud55c CRM\uc758 \uc8fc\uc694 \uae30\ub2a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4 \ud68c\uc0ac\ub97c \uc704\ud55c \uac15\ub825\ud55c \uace0\uac1d \uad00\uacc4 \uad00\ub9ac(CRM) \uc2dc\uc2a4\ud15c\uc740 \uae30\ubcf8\uc801\uc778 \uc5f0\ub77d\ucc98 \uad00\ub9ac\ub97c \ub118\uc5b4 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uacfc \uc7a5\uae30\uc801\uc778 \uace0\uac1d \uad00\uacc4\ub97c \uc9c4\uc815\uc73c\ub85c \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4. \uc62c\ubc14\ub978 CRM \ud50c\ub7ab\ud3fc\uc740 \uc7ac\ubb34 \uc0c1\ub2f4\uc0ac\uc640 \ud300\uc774 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0, \uc6b4\uc601\uc744 \uac04\uc18c\ud654\ud558\uba70, \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\ub97c \uc548\uc804\ud558\uac8c \ubcf4\ud638\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ub2e4\uc74c\uc740 \uae08\uc735 \uc11c\ube44\uc2a4 CRM\uc5d0\uc11c \ucc3e\uc544\uc57c \ud560 \ud544\uc218 \uae30\ub2a5\uc785\ub2c8\ub2e4:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\uc5f0\ub77d\ucc98 \ubc0f \uac70\ub798 \uad00\ub9ac<\/strong>\uae08\uc735 CRM\uc740 \ubaa8\ub4e0 \uace0\uac1d \uc138\ubd80 \uc815\ubcf4\ub97c \ucd94\uc801\ud558\uace0, \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uc744 \uae30\ub85d\ud558\uace0, \ud6c4\uc18d \uc870\uce58\ub97c \uc608\uc57d\ud558\uace0, \uac70\ub798 \uc9c4\ud589 \uc0c1\ud669\uc744 \ubaa8\ub2c8\ud130\ub9c1\ud560 \uc218 \uc788\ub294 \uc911\uc559 \uc9d1\uc911\uc2dd \ud5c8\ube0c\ub97c \uc81c\uacf5\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud6a8\uc728\uc801\uc73c\ub85c \uad00\ub9ac\ud558\uace0 \ubaa8\ub4e0 \uc811\uc810\uc5d0\uc11c \uc6d0\ud65c\ud558\uace0 \uac1c\uc778\ud654\ub41c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654<\/strong>\uc628\ubcf4\ub529, \ub370\uc774\ud130 \uc785\ub825, \ud6c4\uc18d \uc54c\ub9bc\uacfc \uac19\uc740 \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc744 \uc790\ub3d9\ud654\ud558\uba74 \uae08\uc735 \uc11c\ube44\uc2a4 \ud68c\uc0ac\ub294 \uc6b4\uc601\uc744 \uac04\uc18c\ud654\ud558\uace0 \uc218\ub3d9 \uc624\ub958\ub97c \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc18c\uc911\ud55c \uc2dc\uac04\uc744 \ud655\ubcf4\ud558\uc5ec \ub354 \uac15\ub825\ud55c \uace0\uac1d \uad00\uacc4 \uad6c\ucd95\uacfc \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub85c\uc6b0 \ucf54\ub4dc \ub610\ub294 \ucf54\ub4dc \uc5c6\uc74c \uc0ac\uc6a9\uc790 \uc9c0\uc815<\/strong>IT \ubd80\uc11c\uc758 \ub9ce\uc740 \uac1c\uc785 \uc5c6\uc774 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc640 \ud504\ub85c\uc138\uc2a4\ub97c \uc0ac\uc6a9\uc790 \uc9c0\uc815\ud560 \uc218 \uc788\ub294 \uae30\ub2a5\uc740 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \ucf54\ub4dc\uac00 \uc801\uac70\ub098 \ucf54\ub4dc \ub3c4\uad6c\uac00 \uc5c6\ub294 CRM \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud558\uba74 \ube44\uc988\ub2c8\uc2a4 \uc0ac\uc6a9\uc790\uac00 \uc790\ub3d9\ud654 \uaddc\uce59\uacfc \uc591\uc2dd\uc744 \ube60\ub974\uac8c \uc870\uc815\ud558\uc5ec \ubcc0\ud654\ud558\ub294 \ube44\uc988\ub2c8\uc2a4 \uc694\uad6c \uc0ac\ud56d\uacfc \uaddc\uc81c \uc694\uac74\uc5d0 \ub530\ub77c \uc2dc\uc2a4\ud15c\uc744 \ubc1c\uc804\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub9c8\ucf00\ud305 \ucea0\ud398\uc778 \uad00\ub9ac<\/strong>\ud6a8\uacfc\uc801\uc778 CRM \uc2dc\uc2a4\ud15c\uc740 \uace0\uac1d \uc138\ubd84\ud654, \ucea0\ud398\uc778 \uc131\uacfc \ucd94\uc801, \ud589\ub3d9 \uc778\uc0ac\uc774\ud2b8 \uc81c\uacf5\uc744 \ud1b5\ud574 \ud0c0\uac9f \ub9c8\ucf00\ud305\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \uc801\uc808\ud55c \uace0\uac1d\uc5d0\uac8c \uad00\ub828\uc131 \ub192\uc740 \ucf58\ud150\uce20\uc640 \ud61c\ud0dd\uc744 \uc81c\uacf5\ud558\uc5ec \ucc38\uc5ec\ub3c4\uc640 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub370\uc774\ud130 \ubd84\uc11d \ubc0f \ubcf4\uace0<\/strong>\ub0b4\uc7a5\ub41c \ubd84\uc11d \ubc0f \ubcf4\uace0 \ub3c4\uad6c\ub97c \ud1b5\ud574 \uae08\uc735\ud68c\uc0ac\ub294 \uace0\uac1d \ub370\uc774\ud130\uc5d0\uc11c \uc2e4\ud589 \uac00\ub2a5\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \ucc3d\ucd9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uc9c0\ud45c\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud568\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \ub370\uc774\ud130\uc5d0 \uae30\ubc18\ud55c \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9ac\uace0 CRM \ud22c\uc790\ub97c \ucd5c\uc801\ud654\ud558\uba70 \uace0\uac1d \ub9cc\uc871\ub3c4\uc640 \ube44\uc988\ub2c8\uc2a4 \uc131\uacfc\ub97c \ubaa8\ub450 \ud5a5\uc0c1\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ubcf4\uc548 \ubc0f \ub370\uc774\ud130 \ubcf4\ud638<\/strong>\uae08\uc735 \uc5c5\uacc4\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130 \ubcf4\ud638\ub294 \ud0c0\ud611\ud560 \uc218 \uc5c6\ub294 \ubb38\uc81c\uc785\ub2c8\ub2e4. \uae08\uc735 CRM\uc740 \uc554\ud638\ud654, \ub2e4\ub2e8\uacc4 \uc778\uc99d, \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4\uc640 \uac19\uc740 \uac15\ub825\ud55c \ubcf4\uc548 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\uc5ec \ubbfc\uac10\ud55c \uc815\ubcf4\uac00 \uc548\uc804\ud558\uac8c \ubcf4\ud638\ub418\uace0 \uaddc\uc81c \ud45c\uc900\uc744 \uc900\uc218\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud574\uc57c \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc0c1\ud638 \ubcf4\uc644\uc801\uc778 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud1b5\ud569<\/strong>\ud68c\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ud50c\ub7ab\ud3fc, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc2dc\uc2a4\ud15c \ub4f1 \uae30\uc874 \ub3c4\uad6c\uc640 \uc6d0\ud65c\ud558\uac8c \ud1b5\ud569\ub418\uc5b4 \uc870\uc9c1 \uc804\uccb4\uc5d0\uc11c \uace0\uac1d \uc815\ubcf4\uac00 \uc6d0\ud65c\ud558\uac8c \ud750\ub974\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc6b4\uc601\uc0c1\uc758 \ub9c8\ucc30\uc774 \uc904\uc5b4\ub4e4\uace0 \uac01 \uace0\uac1d \uad00\uacc4\uc5d0 \ub300\ud55c \ud1b5\ud569\ub41c \ubdf0\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub9ac\ub4dc \uad00\ub9ac<\/strong>\ud6a8\uacfc\uc801\uc778 \ub9ac\ub4dc \uad00\ub9ac \uae30\ub2a5\uc744 \uc0ac\uc6a9\ud558\uba74 \ucd94\ucc9c, \uc774\ubca4\ud2b8, \ub514\uc9c0\ud138 \ub9c8\ucf00\ud305 \ub4f1 \ub2e4\uc591\ud55c \ucd9c\ucc98\uc5d0\uc11c \uc7a0\uc7ac \uace0\uac1d\uc744 \ud3ec\ucc29, \ubd84\ub958, \ucd94\uc801\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub41c \ub9ac\ub4dc \uc721\uc131 \ubc0f \uc9c0\ub2a5\ud615 \ub77c\uc6b0\ud305\uc744 \ud1b5\ud574 \uae30\ud68c\ub97c \ub193\uce58\uc9c0 \uc54a\uace0 \uc2e0\uaddc \uace0\uac1d\uc744 \uc2e0\uc18d\ud558\uac8c \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/strong>\uae08\uc735 CRM\uc740 \ud22c\uc790 \ubcf4\uc720\uc561, \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704, \uc7ac\ubb34 \ubaa9\ud45c \ub4f1 \uac01 \uace0\uac1d\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc885\ud569\uc801\uc73c\ub85c \ud30c\uc545\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ub9de\ucda4\ud615 \uc870\uc5b8\uc744 \uc81c\uacf5\ud558\uace0 \ubaa9\ud45c\uc5d0 \ub300\ud55c \uace0\uac1d\uc758 \uc9c4\ud589 \uc0c1\ud669\uc744 \ubaa8\ub2c8\ud130\ub9c1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uaddc\uc815 \uc900\uc218 \uc9c0\uc6d0<\/strong>CRM \uc2dc\uc2a4\ud15c\uc740 \uc0c1\uc138\ud55c \uae30\ub85d\uc744 \uc720\uc9c0\ud558\uace0, \uac70\ub798\ub97c \ucd94\uc801\ud558\uace0, \uae08\uc735 \uaddc\uc81c \uae30\uad00\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud558\uc5ec \uaddc\uc815 \uc900\uc218\ub97c \uc6a9\uc774\ud558\uac8c \ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \uc5c5\uacc4 \ud45c\uc900 \uc900\uc218\ub97c \uc785\uc99d\ud558\uace0 \uac10\uc0ac\uc5d0 \ud6a8\uc728\uc801\uc73c\ub85c \ub300\uc751\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc8fc\uc694 \uae30\ub2a5\uc744 \ud1b5\ud569\ud568\uc73c\ub85c\uc368 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac CRM\uc740 \uae08\uc735 \uc5c5\uacc4\uc5d0\uc11c \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \uc704\ud55c \uac15\ub825\ud55c \uc5d4\uc9c4\uc774 \ub429\ub2c8\ub2e4. \uc62c\ubc14\ub978 CRM \ud50c\ub7ab\ud3fc\uc5d0 \ud22c\uc790\ud558\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \ud68c\uc0ac\ub294 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uac04\uc18c\ud654\ud558\uace0 \uace0\uac1d \uad00\uacc4\ub97c \uac1c\uc120\ud558\uba70 \uc9c0\uc18d\uc801\uc778 \uc131\uacf5\uc744 \uc704\ud574 CRM \uc804\ub7b5\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c \uc798 \uad6c\ud604\ub41c CRM \uc2dc\uc2a4\ud15c\uc740 \uace0\uac1d \ub9cc\uc871\ub3c4 \ud5a5\uc0c1, \uaddc\uc815 \uc900\uc218 \uac15\ud654, \uc9c0\uc18d \uac00\ub2a5\ud55c \ube44\uc988\ub2c8\uc2a4 \uc131\uacfc\ub97c \uc704\ud55c \ud1a0\ub300\ub97c \ub9c8\ub828\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-1-define-clear-crm-objectives-for-your-financial-firm\">1\ub2e8\uacc4: \uae08\uc735\ud68c\uc0ac\ub97c \uc704\ud55c \uba85\ud655\ud55c CRM \ubaa9\ud45c \uc815\uc758<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud558\uac70\ub098 \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc744 \uc2dc\uc791\ud558\uae30 \uc804\uc5d0 \uc131\uacf5\uc774 \ubb34\uc5c7\uc778\uc9c0 \uc815\uc758\ud574\uc57c \ud569\ub2c8\ub2e4. \ubaa9\ud45c\ub294 \uad6c\uccb4\uc801\uc774\uace0 \uce21\uc815 \uac00\ub2a5\ud574\uc57c \ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 10\uc77c\uc5d0\uc11c 48\uc2dc\uac04\uc73c\ub85c \ub2e8\ucd95\ud558\uac70\ub098, 2025\ub144\uc5d0 \uad50\ucc28 \ud310\ub9e4\uc728\uc744 20% \uc99d\uac00\uc2dc\ud0a4\uac70\ub098, \uace0\uac1d \uc694\uccad\uc5d0 \ub300\ud55c \uccab \ubc88\uc9f8 \uc751\ub2f5 \uc2dc\uac04\uc744 48\uc2dc\uac04\uc5d0\uc11c 4\uc2dc\uac04 \uc774\ub0b4\ub85c \uac1c\uc120\ud558\ub294 \uac83\uacfc \uac19\uc740 \ubaa9\ud45c\ub97c \uc138\uc6b8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \ud68c\uc0ac\uc758 \uc77c\ubc18\uc801\uc778 \ubaa9\ud45c\ub294 \ub2e4\uc74c\uacfc \uac19\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>\ubaa9\ud45c \uce74\ud14c\uace0\ub9ac<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ubaa9\ud45c \uc608\uc2dc<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>KYC \ubc0f AML \uc644\uc131\ub3c4\ub97c 100%\ub85c \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud6a8\uc728\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5ec\ub7ec \uc608\uc57d \uc13c\ud130\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130 \ud1b5\ud569\ud558\uae30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc0dd\uc0b0\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uad00\uacc4 \uad00\ub9ac\uc790\ub2f9 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc0dd\uc0b0\uc131 25% \ud5a5\uc0c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc218\uc775<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub354 \ub098\uc740 \ub9ac\ub4dc \uad00\ub9ac\ub97c \ud1b5\ud55c \uc9c0\uac11 \uc810\uc720\uc728 \uc99d\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uacbd\ud5d8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub354 \ub192\uc740 \uace0\uac1d \ubc0f \uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218 \ub2ec\uc131\ud558\uae30<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa9\ud45c\ub97c \uc124\uc815\ud560 \ub54c\ub294 \uc2a4\uc704\uc2a4\uc758 FINMA \ud68c\ub78c, \uc720\ub7fd\uc5f0\ud569\uc758 MiFID II, \ubbf8\uad6d \ub4f1\ub85d \ud22c\uc790\uc790\ubb38\uc0ac\uc5d0 \ub300\ud55c SEC \uaddc\uc815\uacfc \uac19\uc740 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ub9de\ucdb0 \ubaa9\ud45c\ub97c \uc870\uc815\ud558\uc138\uc694. \uace0\uac1d\uad00\uacc4\uad00\ub9ac \uc804\ub7b5\uc740 \uc0ac\ud6c4\uc5d0 \uace0\ub824\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ucc98\uc74c\ubd80\ud130 \uaddc\uc81c \uc694\uac74\uc744 \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud504\ub860\ud2b8 \uc624\ud53c\uc2a4, \uaddc\uc815 \uc900\uc218 \ud300, \ub9ac\uc2a4\ud06c, \uc6b4\uc601 \ubc0f IT \ubd80\uc11c\uac00 \uc9e7\uc740 \uc77c\ub828\uc758 \uc6cc\ud06c\uc0f5\uc5d0 \ucc38\uc5ec\ud558\uc5ec 3~5\uac1c\uc758 \uc8fc\uc694 CRM \uacb0\uacfc\uc5d0 \ud569\uc758\ud558\uc138\uc694. \uc774\ub7ec\ud55c \ubd80\uc11c \uac04 \uc870\uc728\uc744 \ud1b5\ud574 \ubaa8\ub4e0 \uc0ac\ub78c\uc774 \ub3d9\uc77c\ud55c \uc815\ubcf4\ub97c \uacf5\uc720\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uace0 \ubc30\ud3ec \uc2dc \uc800\ud56d\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad6c\ud604 \uc804\uc5d0 \ub2e4\uc74c\uacfc \uac19\uc740 \uc131\uacf5 \uc9c0\ud45c\ub97c \uc815\uc758\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \uc694\uccad\uc5d0 \ub300\ud55c \uccab \ubc88\uc9f8 \uc751\ub2f5 \uc2dc\uac04<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \ubb38\uc11c\uc758 \uc644\uc804\uc131<\/li>\n\n\n\n<li>\uc790\ub3d9\ud654\ub41c \ud504\ub85c\uc138\uc2a4\uc758 \ube44\uc728<\/li>\n\n\n\n<li>\ubd80\uc11c\ubcc4 \uc0ac\uc6a9\uc790 \ucc44\ud0dd\ub960<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-2-map-current-client-journeys-and-compliance-workflows\">2\ub2e8\uacc4: \ud604\uc7ac \uace0\uac1d \uc5ec\uc815 \ubc0f \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c \ub9e4\ud551\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c8 \uc2dc\uc2a4\ud15c\uc744 \uad6c\uc131\ud558\uae30 \uc804\uc5d0 \ud604\uc7ac \uc0c1\ud0dc\ub97c \ud30c\uc545\ud558\ub294 \uac83\uc740 \ud544\uc218\uc785\ub2c8\ub2e4. \uc774 \ub2e8\uacc4\uc5d0\uc11c\ub294 \ud68c\uc0ac\uac00 \uc0dd\uac01\ud558\ub294 \uc6b4\uc601 \ubc29\uc2dd\uc774 \uc544\ub2c8\ub77c \ud604\uc7ac \ud68c\uc0ac\uac00 \uc2e4\uc81c\ub85c \uc5b4\ub5bb\uac8c \uc6b4\uc601\ub418\ub294\uc9c0 \ubb38\uc11c\ud654\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \ud074\ub77c\uc774\uc5b8\ud2b8 \uc0c1\ud638 \uc791\uc6a9\uc5d0 \ub300\ud55c \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \ud504\ub85c\uc138\uc2a4\ub97c \ub9e4\ud551\ud558\ub294 \uac83\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d \uc628\ubcf4\ub529\ud558\uae30<\/strong> \ubb38\uc11c \uc218\uc9d1, \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1, \uaddc\uc815 \uc900\uc218 \uc2b9\uc778\uc744 \ud3ec\ud568\ud55c \ucd08\uae30 \ud68c\uc758\ubd80\ud130 \uacc4\uc815 \ud65c\uc131\ud654\uae4c\uc9c0<\/li>\n\n\n\n<li><strong>\ud22c\uc790 \uacc4\uc88c \uac1c\uc124:<\/strong> \uc81c\ud488 \uc120\ud0dd, \uc801\ud569\uc131 \ud3c9\uac00 \ubc0f \uaddc\uc81c \uacf5\uac1c\uc5d0 \uad00\ud55c \ub0b4\uc6a9<\/li>\n\n\n\n<li><strong>\ub300\ucd9c \uc2b9\uc778\ud558\uae30:<\/strong> \uc2e0\uc6a9 \uc870\ud68c, \ub2f4\ubcf4 \ud3c9\uac00 \ubc0f \uc704\uc6d0\ud68c \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c \ud3ec\ud568<\/li>\n\n\n\n<li><strong>\uc801\ud569\uc131 \uac80\ud1a0 \ucc98\ub9ac\ud558\uae30:<\/strong> \uc815\uae30\uc801\uc778 KYC \uac31\uc2e0 \ubc0f \ud22c\uc790 \uc801\uc815\uc131 \ud655\uc778 \uad00\ub9ac \ubc29\ubc95 \ubb38\uc11c\ud654<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790 \ud68c\uc758, \uc774\uba54\uc77c \uad50\ud658, \ubb38\uc11c \uc218\uc9d1, \uc2e0\uc6a9 \uc870\ud68c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0\uc640 \uac19\uc740 \ubaa8\ub4e0 \uc811\uc810\uc744 \ucea1\ucc98\ud558\uc138\uc694. 2024\ub144 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc0b4\ud3b4\ubcf4\uace0 \uc218\ub3d9 \ub2e8\uacc4\ub85c \uc778\ud574 \uc704\ud5d8\uc774 \ubc1c\uc0dd\ud558\uac70\ub098 \uc9c0\uc5f0\uc774 \ubc1c\uc0dd\ud558\ub294 \ubd80\ubd84\uc744 \ud30c\uc545\ud558\uc138\uc694. \uc77c\ubc18\uc801\uc778 \ubb38\uc81c\uc810\uc73c\ub85c \uace0\uac1d \uc704\ud5d8 \ud504\ub85c\ud544\uc744 \uc704\ud55c \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8, \uc885\uc774 \uc11c\uba85, \uc218\ub3d9 \uc81c\uc7ac \ud655\uc778, \uc2dc\uc2a4\ud15c \uac04 \uc911\ubcf5\ub41c \ub370\uc774\ud130 \uc785\ub825 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \ucd9c\ucc98 \ud655\uc778, \uac70\ub798 \ubaa8\ub2c8\ud130\ub9c1 \uc784\uacc4\uac12, \ud22c\uc790 \uc801\uc815\uc131 \ud655\uc778 \ub4f1 \uaddc\uc81c\uac00 \uc801\uc6a9\ub418\ub294 \uc9c0\uc810\uc744 \ud45c\uc2dc\ud558\uc138\uc694. \uc774 \ub9e4\ud551\uc744 \ud1b5\ud574 \uc0c8 CRM\uc740 \ub098\uc911\uc5d0 \uaddc\uc81c\ub97c \ucd94\uac00\ud558\ub294 \ub300\uc2e0 \uc124\uacc4\ubd80\ud130 \uaddc\uc815 \uc900\uc218\ub97c \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-3-choose-a-financial-grade-crm-platform\">3\ub2e8\uacc4: \uae08\uc735 \ub4f1\uae09 CRM \ud50c\ub7ab\ud3fc \uc120\ud0dd\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18 CRM\uc740 KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uaddc\uc81c \uae30\ub2a5\uc774 \ubd80\uc871\ud558\uae30 \ub54c\ubb38\uc5d0 \uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c \uc2e4\ud328\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ud604\uc9c0 \ub370\uc774\ud130 \uc8fc\uad8c\uc5d0 \ub300\ud55c \uae30\ub300\uce58\ub97c \ucda9\uc871\uc2dc\ud0a4\uc9c0 \ubabb\ud558\uac70\ub098 \uaddc\uc81c \uae30\uad00\uc774 \uc694\uad6c\ud558\ub294 \uac10\uc0ac \ucd94\uc801\uc744 \uc81c\uacf5\ud558\uc9c0 \ubabb\ud569\ub2c8\ub2e4. \uc62c\ubc14\ub978 CRM\uc744 \uc120\ud0dd\ud558\ub294 \uac83\uc740 \uc218\ub144\uac04 \ud68c\uc0ac\uc758 \uc6b4\uc601\uc744 \uc88c\uc6b0\ud560 \uacb0\uc815\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc120\ud0dd \uae30\uc900\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub418\uc5b4\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>\uc694\uad6c \uc0ac\ud56d<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc911\uc694\ud55c \uc774\uc720<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc774\ud0c8 \uac10\uc18c \ubc0f \uacc4\uc88c \uac1c\uc124 \uac00\uc18d\ud654<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \ubc0f AML \uc6cc\ud06c\ud50c\ub85c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uc791\ubd80\ud130 \uaddc\uc815 \uc900\uc218 \ubcf4\uc7a5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \ubcf4\uc720 \uc790\uc0b0 \ubc0f \uc801\ud569\uc131\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131 \uc81c\uacf5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \ucc38\uc5ec \ubc0f \uc140\ud504 \uc11c\ube44\uc2a4 \ud5a5\uc0c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud0c0\uac9f\ud305 \ucea0\ud398\uc778 \ubc0f \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc9c0\uc6d0<\/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\uc0ac \ubc0f \ub0b4\ubd80 \uac80\ud1a0 \uc9c0\uc6d0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \ubcf4\ud638 \uc694\uac74\ub3c4 \ub9c8\ucc2c\uac00\uc9c0\ub85c \uc911\uc694\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ud638\uc2a4\ud305 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec, \ubbf8\uc0ac\uc6a9 \ubc0f \uc804\uc1a1 \uc911 \uc554\ud638\ud654, \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4, \uc0c1\uc138\ud55c \uac10\uc0ac \ub85c\uadf8\uac00 \uc788\ub294\uc9c0 \ud655\uc778\ud558\uc138\uc694. \uc774\ub7ec\ud55c CRM \uae30\ub2a5\uc740 \uace0\uac1d \uc815\ubcf4\ub97c \ubcf4\ud638\ud558\uace0 \uaddc\uc81c \uae30\uad00\uc5d0 \ub370\uc774\ud130 \ubcf4\uc548\uc744 \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud55c\ub2e4\ub294 \uac83\uc744 \ubcf4\uc5ec\uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c, \ud1b5\ud569 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c, \uc790\ub3d9\ud654\ub41c \uc801\ud569\uc131 \uac80\uc0ac, \ud504\ub77c\uc774\ube57 \ud074\ub77c\uc6b0\ub4dc \ub610\ub294 \ud68c\uc0ac \ub0b4\ubd80\uc5d0\uc11c \uc2e4\ud589\ud560 \uc218 \uc788\ub294 \uc720\uc5f0\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uad11\ubc94\uc704\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc774 \ud544\uc694\ud55c \uc77c\ubc18 CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \ub2ec\ub9ac InvestGlass\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ubc14\ub85c \uad6c\uc131\ud560 \uc218 \uc788\uc5b4 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ud2b9\uc815 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc640 \ud544\uc694\uc5d0 \ub9de\uac8c \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\uc790 \uc9c0\uc815\ud558\uace0 \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144 3\ubd84\uae30 3\uac1c\uc6d4\uc758 \uac1c\ub150 \uc99d\uba85\uacfc \uac19\uc774 \uc815\ud574\uc9c4 \uae30\uac04 \ub3d9\uc548 \uad6c\uc870\ud654\ub41c \ud3c9\uac00 \ud504\ub85c\uc138\uc2a4\ub97c \uc2e4\ud589\ud558\uc138\uc694. \ucd94\uc0c1\uc801\uc778 \ub370\ubaa8\uac00 \uc544\ub2cc \uc2e4\uc81c \uace0\uac1d \ub370\uc774\ud130 \ud15c\ud50c\ub9bf\uacfc \uc0d8\ud50c \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\ub97c \uc0ac\uc6a9\ud558\uc138\uc694. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 CRM \ud50c\ub7ab\ud3fc\uc774 \ud2b9\uc815 \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uc5b4\ub5bb\uac8c \ucc98\ub9ac\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc90d\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-13.png\" alt=\"\uae08\uc735 \ud68c\uc0ac\uc5d0\uc11c CRM\uc744 \uad6c\ud604\ud558\ub294 \ubc29\ubc95\" class=\"wp-image-48988\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-13.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-13-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-13-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-4-design-your-data-model-and-integration-architecture\">4\ub2e8\uacc4: \ub370\uc774\ud130 \ubaa8\ub378 \ubc0f \ud1b5\ud569 \uc544\ud0a4\ud14d\ucc98 \uc124\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735\ud68c\uc0ac\ub294 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc790, \uc774\uccb4 \ub300\ud589\uc0ac \ud50c\ub7ab\ud3fc, \uc774\uba54\uc77c \uc11c\ubc84\uc5d0 \ud30c\ud3b8\ud654\ub41c \ub370\uc774\ud130\ub97c \ubcf4\uc720\ud558\uace0 \uc788\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc131\uacf5\uc801\uc778 CRM \uad6c\ud604\uc744 \uc704\ud574\uc11c\ub294 \uc774\ub7ec\ud55c \uc815\ubcf4\ub97c \uc77c\uad00\ub41c \ub370\uc774\ud130 \ubaa8\ub378\ub85c \ud1b5\ud569\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \ubaa8\ub378\uc740 \uc8fc\uc694 \uc5d4\ud2f0\ud2f0\ub97c \ud3ec\ud568\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d(\uac1c\uc778, \uac00\uc815, \ubc95\uc778)<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624(\ud22c\uc790\uc77c\uc784, \uc790\ubb38 \uacc4\uc88c, \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624)<\/li>\n\n\n\n<li>\uc0c1\ud488(\ud22c\uc790 \uc0c1\ud488, \ub300\ucd9c, \ubcf4\ud5d8)<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud504\ub85c\ud544 \ubc0f \ud22c\uc790 \ubaa9\ud45c<\/li>\n\n\n\n<li>KYC \uae30\ub85d \ubc0f \uaddc\uc815 \uc900\uc218 \ubb38\uc11c<\/li>\n\n\n\n<li>\uc0c1\ud638 \uc791\uc6a9(\ud68c\uc758, \ud1b5\ud654, \uc774\uba54\uc77c, \ubb38\uc11c \uad50\ud658)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">API \ub610\ub294 \ud30c\uc77c \uae30\ubc18 \uc778\ud130\ud398\uc774\uc2a4\ub97c \ud1b5\ud574 CRM\uc774 \uae30\uc874 \ub3c4\uad6c\uc5d0 \uc5f0\uacb0\ub418\ub294 \ubc29\ubc95\uc744 \ub9e4\ud551\ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ud1b5\ud569\uc5d0\ub294 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ud50c\ub7ab\ud3fc, \uc8fc\ubb38 \uad00\ub9ac \uc2dc\uc2a4\ud15c, \ud68c\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uc804\uc790 \uc11c\uba85 \ub3c4\uad6c \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uac01 \ud1b5\ud569\uc740 \uace0\uac1d \ub370\uc774\ud130\uac00 \uc815\ud655\ud558\uace0 \uc548\uc804\ud558\uac8c \ud750\ub974\ub3c4\ub85d \uc2e0\uc911\ud558\uac8c \uc124\uacc4\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2015\ub144 \uc774\ud6c4\uc758 \ud3ec\uc9c0\uc158, \uac70\ub798, \ubb38\uc11c\uac00 CRM\uc5d0\uc11c \uc77c\uad00\ub418\uac8c \uc77c\uce58\ud560 \uc218 \uc788\ub3c4\ub85d \uc2dc\uc2a4\ud15c \uc804\ubc18\uc5d0 \uac78\uccd0 \ub2e8\uc77c \uace0\uac1d \uc2dd\ubcc4\uc790\ub97c \uc124\uc815\ud558\uc138\uc694. \uc774\ub7ec\ud55c \ud1b5\ud569\ub41c \ubcf4\uae30\ub294 \uc7a5\uae30\uc801\uc778 \uace0\uac1d \uad00\uacc4\ub97c \uc774\ud574\ud558\uace0 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc544\ud0a4\ud14d\ud2b8\ub97c \ucc38\uc5ec\uc2dc\ucf1c \uac01 \ub370\uc774\ud130 \uc720\ud615\uc758 \uae30\ubcf8 \uc18c\uc2a4\uac00 \ub418\ub294 \uc2dc\uc2a4\ud15c\uc744 \uc815\uc758\ud558\uc138\uc694. \uc608\ub97c \ub4e4\uc5b4, \ud3ec\uc9c0\uc158\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc5d4\uc9c4\uc5d0\uc11c \ub9e4\uc77c \uac00\uc838\uc624\uace0 \uc5f0\ub77d\ucc98 \uc815\ubcf4\ub294 CRM\uc5d0\uc11c \uc2e4\uc2dc\uac04\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130 \uc18c\uc720\uad8c\uc744 \uba85\ud655\ud788 \ud558\uba74 \ucda9\ub3cc\uc744 \ubc29\uc9c0\ud558\uace0 \ub370\uc774\ud130 \ud488\uc9c8\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"\uc644\uc804 \uc720\uc5f0\ud55c CRM InvestGlass\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\uc644\uc804 \uc720\uc5f0\ud55c CRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-5-plan-and-execute-secure-data-migration\">5\ub2e8\uacc4: \uc548\uc804\ud55c \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uacc4\ud68d \ubc0f \uc2e4\ud589<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc798\ubabb\ub41c \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc740 \uae08\uc735 \uae30\uad00\uc5d0\uc11c CRM \ud504\ub85c\uc81d\ud2b8\uac00 \uc2e4\ud328\ud558\ub294 \uc8fc\ub41c \uc774\uc720 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud558\ub824\uba74 \uc2e0\uc911\ud55c \uacc4\ud68d, \uc5c4\uaca9\ud55c \uc815\ub9ac, \uac15\ub825\ud55c \ubcf4\uc548 \uc81c\uc5b4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ub808\uac70\uc2dc \uc18c\uc2a4\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Excel \uc5f0\ub77d\ucc98 \ubaa9\ub85d \ubc0f \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8<\/li>\n\n\n\n<li>\uae30\uc874 CRM \ubc0f \uc5f0\ub77d\ucc98 \ub370\uc774\ud130\ubca0\uc774\uc2a4<\/li>\n\n\n\n<li>\ud575\uc2ec \ubc45\ud0b9 \uc218\ucd9c<\/li>\n\n\n\n<li>\ub85c\uceec \uc8fc\uc18c\ub85d \ubc0f \uc774\uba54\uc77c \uc5f0\ub77d\ucc98<\/li>\n\n\n\n<li>KYC \ub9ac\ud3ec\uc9c0\ud1a0\ub9ac \ubc0f \ubb38\uc11c \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130\ub97c \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud558\uae30 \uc804\uc5d0 \ub2e4\uc74c \uc8fc\uc18c\ub85c \ub370\uc774\ud130 \uc815\ub9ac \uc6cc\ud06c\uc0f5\uc744 \uad6c\uc131\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub3d9\uc77c\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8\uc5d0 \ub300\ud55c \uc911\ubcf5 \uc81c\uac70 \ubc0f \ub808\ucf54\ub4dc \ubcd1\ud569<\/li>\n\n\n\n<li>\uc624\ub798\ub41c \uc8fc\uc18c \ubc0f \uc5f0\ub77d\ucc98 \uc815\ubcf4 \uc218\uc815<\/li>\n\n\n\n<li>\ub354 \uc774\uc0c1 \uc801\uadf9\uc801\uc778 \uad00\ub9ac\uac00 \ud544\uc694\ud558\uc9c0 \uc54a\uc740 \ud734\uba74 \uad00\uacc4 \ub2eb\uae30<\/li>\n\n\n\n<li>\uc704\ud5d8 \ub4f1\uae09, \ud22c\uc790 \ubaa9\ud45c, \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc640 \uac19\uc740 \ud544\ub4dc\ub97c \ud45c\uc900\ud654\ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e8\uacc4\uc801 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uc811\uadfc \ubc29\uc2dd\uc744 \uc0ac\uc6a9\ud558\uc138\uc694. \uc608\ub97c \ub4e4\uc5b4 2026\ub144 5\uc6d4\uc5d0 \ud55c \uc9c0\uc5ed \ub610\ub294 \uc81c\ud55c\ub41c \uc218\uc758 \uace0\uac1d\uc744 \uc774\uc804\ud558\ub294 \ub4f1 \ud30c\uc77c\ub7ff \uc138\uadf8\uba3c\ud2b8\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694. \uacb0\uacfc\ub97c \uac80\uc99d\ud558\uace0 \ubb38\uc81c\ub97c \ud574\uacb0\ud55c \ub2e4\uc74c \uc804\uccb4 \uace0\uac1d\uce35\uc5d0 \ubc30\ud3ec\ud558\uc138\uc694. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \uc804\uc0ac\uc801\uc73c\ub85c \ucd9c\uc2dc\ud558\uae30 \uc804\uc5d0 \ud504\ub85c\uc138\uc2a4\ub97c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc774\uadf8\ub808\uc774\uc158 \uc911 \ubcf4\uc548\uc774 \uac00\uc7a5 \uc911\uc694\ud569\ub2c8\ub2e4. \uc804\uc1a1 \uc911\uc774\uac70\ub098 \ubbf8\uc0ac\uc6a9 \uc911\uc778 \ubaa8\ub4e0 \ud30c\uc77c\uc744 \uc554\ud638\ud654\ud558\uc138\uc694. \ubb38\uc11c\ud654\ub41c \uad8c\ud55c\uc73c\ub85c \ub9c8\uc774\uadf8\ub808\uc774\uc158 \ud300\uc5d0 \ub300\ud55c \uc561\uc138\uc2a4\ub97c \uc81c\ud55c\ud558\uc138\uc694. \uac00\ub3d9 \ud6c4\uc5d0\ub294 \uc784\uc2dc \ubcf5\uc0ac\ubcf8\uc774 \uc548\uc804\ud558\uac8c \uc0ad\uc81c\ub418\uc5c8\ub294\uc9c0 \ud655\uc778\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\uc81c\ub294 \uace0\uac1d \uc815\ubcf4\ub97c \ubcf4\ud638\ud558\uace0 \ub370\uc774\ud130 \ubcf4\ud638\uc5d0 \ub300\ud55c \uae30\uc5c5\uc758 \uc758\uc9c0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-6-configure-crm-for-onboarding-kyc-and-portfolio-management\">6\ub2e8\uacc4: \uc628\ubcf4\ub529, KYC \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \uc704\ud55c CRM \uad6c\uc131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uc131\uc740 CRM \uc194\ub8e8\uc158\uc774 \uc7ac\ubb34 \ube44\uc988\ub2c8\uc2a4\uc5d0 \ub9de\uac8c \uad6c\uccb4\ud654\ub418\ub294 \ub2e8\uacc4\uc785\ub2c8\ub2e4. \uc774 \ub2e8\uacc4\uc5d0\uc11c\ub294 \uc6b4\uc601 \ubaa8\ub378\uc5d0 \ub9de\ub294 \uc591\uc2dd, \uc6cc\ud06c\ud50c\ub85c \ubc0f \uc790\ub3d9\ud654 \uaddc\uce59\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ud750\ub984<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc815\ubcf4 \uc218\uc9d1, \ubb38\uc11c \uc5c5\ub85c\ub4dc, \uc804\uc790 \uc11c\uba85, \uc790\ub3d9 KYC \ud655\uc778\uc744 \uc704\ud55c \uc628\ub77c\uc778 \uc591\uc2dd\uc744 \uc124\uc815\ud558\uc138\uc694. \uac1c\uc778, \uae30\uc5c5, \uc2e0\ud0c1\uc5d0 \uac01\uac01 \uc801\uc808\ud55c \ud544\ub4dc\uc640 \uaddc\uc815 \uc900\uc218 \uc694\uac74\uc744 \uac16\ucd98 \ubcc4\ub3c4\uc758 \ud50c\ub85c\uc6b0\ub97c \uc0dd\uc131\ud558\uc138\uc694. \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc798 \uc124\uacc4\ud558\uba74 \uace0\uac1d \uc774\ud0c8\ub960\uc744 40%\uae4c\uc9c0 \uc904\uc774\uace0 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>KYC \uc124\ubb38\uc9c0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0b4\ubd80 \uc815\ucc45\uc5d0 \ub9de\ucdb0 \ud45c\uc900\ud654\ub41c KYC \uc124\ubb38\uc9c0\ub97c \uc791\uc131\ud558\uc138\uc694. \uc7ac\uc0b0 \ucd9c\ucc98 \uc9c8\ubb38, \uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c \ud655\uc778, \uc704\ud5d8 \uc810\uc218 \ub85c\uc9c1\uc744 \ud3ec\ud568\ud558\uc138\uc694. \uaddc\uc815 \uc900\uc218 \ud300\uc774 \uaddc\uc815\uc758 \ubcc0\ud654\uc5d0 \ub530\ub77c \uc27d\uac8c \uc5c5\ub370\uc774\ud2b8\ud560 \uc218 \uc788\ub3c4\ub85d CRM \ub0b4\ubd80\uc5d0 \ud15c\ud50c\ub9bf\uc73c\ub85c \uad6c\ud604\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud1b5\ud569<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc5f0\uacb0\ud558\uc5ec \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \uae30\ub85d \ub0b4\uc5d0\uc11c \ubcf4\uc720 \uc790\uc0b0, \uc131\uacfc, \uc801\ud569\uc131 \ud50c\ub798\uadf8\ub97c \ubc14\ub85c \ubcfc \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uba74 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc8fc\uc2dd \ubc0f \ucc44\uad8c \ud3ec\ud2b8\ud3f4\ub9ac\uc624<\/li>\n\n\n\n<li>\uad6c\uccb4\uc801\uc778 \ud22c\uc790 \uac00\uc774\ub4dc\ub77c\uc778\uc774 \ud3ec\ud568\ub41c \uc77c\uc784\uacc4\uc57d\uc11c<\/li>\n\n\n\n<li>\ub2e4\uc591\ud55c \uc704\ud5d8 \ud5c8\uc6a9 \uc218\uc900\uc5d0 \ub9de\ub294 \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\ucd95<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2dc\uac01\uc801 \uc6cc\ud06c\ud50c\ub85c, \ucf54\ub4dc \uc790\ub3d9\ud654 \uc5c6\uc74c, \uc2b9\uc778 \uccb4\uc778\uc73c\ub85c \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uace0\uc704\ud5d8 \uace0\uac1d\uc774\ub098 \ubcf5\uc7a1\ud55c \uc0c1\ud488\uc744 \ud65c\uc131\ud654\ud558\uae30 \uc804\uc5d0 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4\uac00 \uc2b9\uc778\ud558\ub3c4\ub85d \uc694\uad6c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub294 \ube44\uc988\ub2c8\uc2a4 \uaddc\uce59\uc774 \uc77c\uad00\ub418\uac8c \uc801\uc6a9\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-7-build-client-communication-marketing-and-service-processes\">7\ub2e8\uacc4: \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \ub9c8\ucf00\ud305 \ubc0f \uc11c\ube44\uc2a4 \ud504\ub85c\uc138\uc2a4 \uad6c\ucd95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\uad00\ub418\uace0 \ubb38\uc11c\ud654\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc740 \uace0\uac1d \ub9cc\uc871\uacfc \uaddc\uc81c \uc99d\uac70 \ubaa8\ub450\ub97c \uc704\ud574 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uc744 CRM\uc5d0 \ucea1\ucc98\ud558\uc5ec \uac01 \uad00\uacc4\uc5d0 \ub300\ud55c \uc644\uc804\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc744 \ub9cc\ub4e4\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uba54\uc77c \ud15c\ud50c\ub9bf, \ud68c\uc758 \uc548\uac74, \ud1b5\ud654 \uba54\ubaa8\ub97c \uad6c\uc131\ud558\uc5ec \ubaa8\ub4e0 \uc5f0\ub77d\ucc98\uac00 \uae30\ub85d\ub418\ub3c4\ub85d \ud558\uc138\uc694. \ud654\uc0c1 \ud68c\uc758 \ubc0f \ubcf4\uc548 \uba54\uc2dc\uc9d5\uacfc \uac19\uc740 \ucc44\ub110\uc744 \ud3ec\ud568\ud558\uc138\uc694. \uc774 \ubb38\uc11c\ub294 \uaddc\uc81c \uac10\uc0ac\ub97c \uc9c0\uc6d0\ud558\uace0 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ub3d9\ub8cc\uac00 \ubd80\uc7ac \uc911\uc77c \ub54c \uc5f0\uc18d\uc131\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc138\ubd84\ud654 \ubc0f \ud0c0\uac9f\ud305<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\ubd84\ud654\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub2e4\uc74c\uacfc \uac19\uc740 \uadf8\ub8f9\uc744 \ub9cc\ub4ed\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2a4\uc704\uc2a4\uc758 \uace0\uc561 \uc790\uc0b0\uac00<\/li>\n\n\n\n<li>\uc911\ub3d9\uc758 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4<\/li>\n\n\n\n<li>\uc720\ub7fd \uc5f0\ud569\uc758 \ub300\uaddc\ubaa8 \ubd80\uc720\uce35 \uace0\uac1d<\/li>\n\n\n\n<li>\ud2b9\uc815 \uc0c1\ud488\uc5d0 \uad00\uc2ec\uc774 \uc788\ub294 \uae30\uad00 \ud22c\uc790\uc790<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\ubd84\ud654\ub97c \ud1b5\ud574 \uac01 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub9de\ub294 \ud0c0\uac9f\ud305 \ucea0\ud398\uc778\uacfc \uac1c\uc778\ud654\ub41c \uc624\ud37c\ub9c1\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \uae30\ub2a5\uc744 \ud65c\uc6a9\ud558\uc5ec \ub2e4\uc74c\uc744 \uc218\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubd84\uae30\ubcc4 \ud22c\uc790 \uc804\ub9dd\uc744 \uc790\ub3d9\uc73c\ub85c \uc804\uc1a1<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0 \uc804 \uc54c\ub9bc \ud2b8\ub9ac\uac70<\/li>\n\n\n\n<li>\uace0\uac1d\uc774 \uc0c8\ub85c\uc6b4 \uc790\uc0b0 \uc784\uacc4\uac12\uc5d0 \ub3c4\ub2ec\ud558\uba74 \ucea0\ud398\uc778\uc744 \uc2dc\uc791\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\ud22c\uc790 \uad00\uc2ec\uc0ac\uc5d0 \uae30\ubc18\ud55c \uad50\uc721 \ucf58\ud150\uce20 \uc81c\uacf5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc11c\ube44\uc2a4 \uc6cc\ud06c\ud50c\ub85c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc18c \ubcc0\uacbd, \ub300\uae30 \uc8fc\ubb38 \uc5c5\ub370\uc774\ud2b8, \ubd88\ub9cc \ucc98\ub9ac\uc640 \uac19\uc740 \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc744 \uc704\ud55c \uc11c\ube44\uc2a4 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uad6c\ucd95\ud558\uc138\uc694. CRM \ub0b4\uc5d0\uc11c \uc751\ub2f5 \uc2dc\uac04 \ubaa9\ud45c\uc640 \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uacbd\ub85c\ub97c \uc815\uc758\ud558\uc138\uc694. \uc774\ub7ec\ud55c \uc6cc\ud06c\ud50c\ub85c\ub294 \uc6b4\uc601\uc744 \uac04\uc18c\ud654\ud558\uace0 \uace0\uac1d \uae30\ubc18 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc77c\uad00\ub41c \uc11c\ube44\uc2a4 \uc218\uc900\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-8-incorporate-compliance-risk-and-audit-requirements\">8\ub2e8\uacc4: \uaddc\uc815 \uc900\uc218, \uc704\ud5d8 \ubc0f \uac10\uc0ac \uc694\uad6c \uc0ac\ud56d \ud1b5\ud569\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c\ub97c \ubc1b\ub294 \uae30\uad00\uc758 \uacbd\uc6b0 CRM\uc740 \uaddc\uc81c \uae30\uad00 \ubc0f \ub0b4\ubd80 \ub9ac\uc2a4\ud06c \ud300\uc758 \uac10\uc0ac\ub97c \uc9c0\uc6d0\ud574\uc57c \ud558\ub294 \uaddc\uc815 \uc900\uc218 \uc2dc\uc2a4\ud15c\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc774\uc911 \ubaa9\uc801\uc744 \ub2ec\uc131\ud558\ub824\uba74 \uc81c\uc5b4 \ubc0f \ubaa8\ub2c8\ud130\ub9c1 \uae30\ub2a5\uc744 \uc2e0\uc911\ud558\uac8c \uad6c\uc131\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacc4\uc18d \uc9c4\ud589\ud558\uae30 \uc804\uc5d0 \ubc18\ub4dc\uc2dc \uc785\ub825\ud574\uc57c \ud558\ub294 \ud544\uc218 \ud544\ub4dc\ub97c \uad6c\uc131\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac70\ub798 \uc81c\uc548 \uc804 \uc801\ud569\uc131 \ud3c9\uac00<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\uacbd \uc804 \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704 \ubb38\uc11c\ud654<\/li>\n\n\n\n<li>\uc0c1\ud488 \ucd94\ucc9c \uc804 \ud22c\uc790 \ubaa9\ud45c<\/li>\n\n\n\n<li>\ubcf5\uc7a1\ud55c \uc0c1\ud488\uc5d0 \ub300\ud55c \uacf5\uac1c \uc2b9\uc778<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ub370\uc774\ud130, KYC \uc0c1\ud0dc \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucd94\ucc9c\uc5d0 \ub300\ud55c \ubaa8\ub4e0 \ubcc0\uacbd \uc0ac\ud56d\uc744 \uae30\ub85d\ud558\ub294 \uac10\uc0ac \ucd94\uc801\uc744 \uc0ac\uc6a9 \uc124\uc815\ud558\uc138\uc694. \uac01 \ub85c\uadf8 \ud56d\ubaa9\uc5d0\ub294 \ub098\uc911\uc5d0 \uac80\ud1a0\ud560 \uc218 \uc788\ub3c4\ub85d \ud0c0\uc784\uc2a4\ud0ec\ud504\uc640 \ucc45\uc784 \uc0ac\uc6a9\uc790\uac00 \ud3ec\ud568\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc774 \ubb38\uc11c\ub294 \uaddc\uc81c \uac80\uc0ac \uc2dc \uaddc\uc815 \uc900\uc218 \uc5ec\ubd80\ub97c \uc785\uc99d\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c\uc5d0 \ub300\ud55c \uc790\ub3d9 \uc54c\ub9bc\uc744 \uc124\uc815\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac31\uc2e0\uc774 \ud544\uc694\ud55c \ub9cc\ub8cc\ub418\ub294 KYC \ubb38\uc11c<\/li>\n\n\n\n<li>\uc870\uc0ac\uac00 \ud544\uc694\ud560 \uc218 \uc788\ub294 \ube44\uc815\uc0c1\uc801\uc778 \uac70\ub798 \ud328\ud134<\/li>\n\n\n\n<li>\ubcf5\uc7a1\ud558\uac70\ub098 \uace0\uc704\ud5d8 \uc0c1\ud488\uc5d0 \ub300\ud55c \uacf5\uc2dc \ub204\ub77d<\/li>\n\n\n\n<li>\uaddc\uc81c \uc784\uacc4\uac12\uc5d0 \uadfc\uc811\ud55c \uace0\uac1d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790\uc5d0\uac8c \uc2e4\uc2dc\uac04 \uc9c0\ud45c\ub97c \ud45c\uc2dc\ud558\ub294 \uaddc\uc815 \uc900\uc218 \ub300\uc2dc\ubcf4\ub4dc\ub97c \ub9cc\ub4ed\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>Metric<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc124\uba85<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \uc0c1\ud0dc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026\ub144 \ucd5c\uc2e0 \uace0\uac1d \uc2e0\uc6d0 \ud655\uc778\uc744 \uc644\ub8cc\ud55c \uace0\uac1d \ube44\uc728<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc6b0\uc218 \uc54c\ub9bc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud574\uacb0\uc744 \uae30\ub2e4\ub9ac\ub294 \uc54c\ub9bc \uc218<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\ub958 \uc911\uc778 \uc2b9\uc778<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub300\uae30\uc5f4\uc758 \uaddc\uc815 \uc900\uc218 \uc2b9\uc778<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c \uaca9\ucc28<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud544\uc218 \uc801\ud569\uc131 \ubb38\uc11c\uac00 \ub204\ub77d\ub41c \uace0\uac1d<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-9-train-relationship-managers-and-back-office-teams\">9\ub2e8\uacc4: \uad00\uacc4 \uad00\ub9ac\uc790 \ubc0f \ubc31\uc624\ud53c\uc2a4 \ud300 \uad50\uc721\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc44\ud0dd \uc5ec\ubd80\ub294 \uc0ac\ub78c\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ubb34 \uc790\ubb38\uac00\uc640 \ubc31\uc624\ud53c\uc2a4 \ud300\uc740 \uc2dc\uac04\uc744 \uc808\uc57d\ud558\uace0 \uc704\ud5d8\uc744 \uc904\uc77c \uc218 \uc788\ub294 \uacbd\uc6b0\uc5d0\ub9cc CRM\uc744 \ub3c4\uc785\ud560 \uac83\uc785\ub2c8\ub2e4. \uc801\uc808\ud55c \uad50\uc721\uc740 \uae30\uc220 \ud22c\uc790\uc640 \uc2e4\uc81c \ube44\uc988\ub2c8\uc2a4 \uac00\uce58 \uc0ac\uc774\uc758 \uac00\uad50 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ed\ud560 \uae30\ubc18 \uad50\uc721 \ud504\ub85c\uadf8\ub7a8\uc744 \ucd94\ucc9c\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>\uc5ed\ud560<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uad50\uc721 \ucd08\uc810<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad00\uacc4 \uad00\ub9ac\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30, \ud68c\uc758 \ubb38\uc11c\ud654<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\uc2dc\uc2a4\ud134\ud2b8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c \uad00\ub9ac, \uc791\uc5c5 \uc608\uc57d, \ud074\ub77c\uc774\uc5b8\ud2b8 \uc5c5\ub370\uc774\ud2b8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218 \uc9c1\uc6d0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc54c\ub9bc \uad00\ub9ac, KYC \uc6cc\ud06c\ud50c\ub85c, \uac10\uc0ac \ubcf4\uace0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>IT \uc9c0\uc6d0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud1b5\ud569 \ubb38\uc81c \ud574\uacb0, \uc0ac\uc6a9\uc790 \uad00\ub9ac<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc81c \uc6cc\ud06c\ud50c\ub85c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc18c\uadf8\ub8f9 \uad50\uc721 \uc138\uc158\uc744 \uc9c4\ud589\ud558\uc138\uc694. \uc608\ub97c \ub4e4\uc5b4 \ucde8\ub9ac\ud788\uc5d0\uc11c \uc2e0\uaddc \uace0\uac1d\uc744 \uc628\ubcf4\ub529\ud558\uac70\ub098 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc7ac\uc870\uc815 \uc694\uccad\uc744 \uc2e4\ud589\ud558\ub294 \uacfc\uc815\uc744 \uc548\ub0b4\ud569\ub2c8\ub2e4. \uc77c\uc0c1 \uc5c5\ubb34\uc640 \uc5f0\uacb0\ub418\uc9c0 \uc54a\ub294 \uc77c\ubc18\uc801\uc778 \uae30\ub2a5 \ud22c\uc5b4\ub294 \ud53c\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c\uc744 \ud1b5\ud574 \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac01 \ubd80\uc11c\uc758 CRM \ucc54\ud53c\uc5b8 \ub124\ud2b8\uc6cc\ud06c<\/li>\n\n\n\n<li>\ube60\ub978 \uc9c8\ubb38\uc744 \uc704\ud55c \ud5ec\ud504 \ub370\uc2a4\ud06c \ub9ac\uc18c\uc2a4<\/li>\n\n\n\n<li>\ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \ubc14\ub85c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \uc9e7\uc740 \ub3d9\uc601\uc0c1 \ud29c\ud1a0\ub9ac\uc5bc<\/li>\n\n\n\n<li>\uc0c8\ub85c\uc6b4 CRM \ub3c4\uad6c \ubc0f \uae30\ub2a5\uc774 \ucd9c\uc2dc\ub420 \ub54c\ub9c8\ub2e4 \uc815\uae30\uc801\uc778 \ub9ac\ud504\ub808\uc2dc \uc138\uc158 \uc81c\uacf5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub85c\uadf8\uc778 \ube48\ub3c4, CRM\uc5d0 \uae30\ub85d\ub41c \ud68c\uc758\uc758 \ube44\uc728, \ub300\ud654 \ub178\ud2b8\uc758 \uc644\uc131\ub3c4\uc640 \uac19\uc740 \uac04\ub2e8\ud55c \uc9c0\ud45c\ub97c \ud1b5\ud574 \uc0ac\uc6a9\uc790 \ucc44\ud0dd\uc744 \uce21\uc815\ud558\uc138\uc694. 2026\ub144 \uc131\uacfc \uac80\ud1a0\uc5d0\uc11c \uc774\ub7ec\ud55c \uc9c0\ud45c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc885\ud569\uc801\uc778 \uad50\uc721\uacfc \uc0ac\uc6a9\uc790 \uc131\uacf5 \uc9c0\uc6d0\uc758 \uc911\uc694\uc131\uc744 \uac15\uc870\ud558\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-10-go-live-monitor-and-continuously-improve\">10\ub2e8\uacc4: \ub77c\uc774\ube0c \uc2e4\ud589, \ubaa8\ub2c8\ud130\ub9c1 \ubc0f \uc9c0\uc18d\uc801\uc778 \uac1c\uc120<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc14\ub85c \uc774 \uc9c0\uc810\uc774 \uae30\uc220, \ub370\uc774\ud130, \uad50\uc721\uc774 \ud55c\ub370 \ubaa8\uc774\ub294 \uc9c0\uc810\uc785\ub2c8\ub2e4. \ub300\uaddc\ubaa8 \uae30\uad00\uc758 \uacbd\uc6b0 \ub2e8\uacc4\uc801 \ucd9c\uc2dc\ub294 \ube45\ubc45 \ubc29\uc2dd\uc5d0 \ube44\ud574 \uc704\ud5d8\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ub2e8\uacc4\ubcc4 \uacc4\ud68d\uc740 \ub2e4\uc74c\uacfc \uac19\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>\ub2e8\uacc4<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud0c0\uc784\ub77c\uc778<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ubc94\uc704<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud30c\uc77c\ub7ff<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6d4 1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud558\ub098\uc758 \uc0ac\uc5c5\ubd80 \ub610\ub294 \uad6d\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uac80\ud1a0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6d4 2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc81c \ud574\uacb0, \ud504\ub85c\uc138\uc2a4 \uac1c\uc120<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud655\uc7a5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6d4 3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucd94\uac00 \uc5d4\ud130\ud2f0\uc5d0 \ub864\uc544\uc6c3<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc804\uccb4 \ubc30\ud3ec<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>4\uac1c\uc6d4 \uc774\uc0c1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc644\ubcbd\ud55c \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ucee4\ubc84\ub9ac\uc9c0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd94\uc801\ud560 \ubaa8\ub2c8\ud130\ub9c1 \ub300\uc2dc\ubcf4\ub4dc\ub97c \uc124\uc815\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2dc\uc2a4\ud15c \uc131\ub2a5 \ubc0f \uac00\ub3d9 \uc2dc\uac04<\/li>\n\n\n\n<li>\uc0ac\uc6a9\uc790 \ud65c\ub3d9 \ubc0f \ucc44\ud0dd\ub960<\/li>\n\n\n\n<li>\ub370\uc774\ud130 \ud488\uc9c8 \uba54\ud2b8\ub9ad<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529 \uc2dc\uac04 \ub610\ub294 NPS \uc810\uc218\uc640 \uac19\uc740 \uc8fc\uc694 \ube44\uc988\ub2c8\uc2a4 \uc131\uacfc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc988\ub2c8\uc2a4, \uaddc\uc815 \uc900\uc218 \ubc0f IT \ub9ac\ub354\ub97c \ud3ec\ud568\ud558\ub294 \ubd84\uae30\ubcc4 CRM \uc6b4\uc601 \uc704\uc6d0\ud68c\ub97c \uad6c\uc131\ud558\uc138\uc694. \uc774 \uc704\uc6d0\ud68c\ub294 \ud53c\ub4dc\ubc31\uc744 \uac80\ud1a0\ud558\uace0 \uac1c\uc120 \uc0ac\ud56d\uc758 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud558\uba70 \uc0c8\ub85c\uc6b4 \uc790\ub3d9\ud654 \uc544\uc774\ub514\uc5b4\ub97c \uc2b9\uc778\ud569\ub2c8\ub2e4. \uc0ac\uc6a9\uc790\ub85c\ubd80\ud130 \ud53c\ub4dc\ubc31\uc744 \uc218\uc9d1\ud558\uba74 \ubcc0\ud654\ud558\ub294 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub3c4\ub85d \uc2dc\uc2a4\ud15c\uc744 \ubc1c\uc804\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \uc0ac\uc6a9\ud558\ub294 \uae30\uc5c5\uc740 \uc0c8\ub85c\uc6b4 AI \uae30\ub2a5, \ubcf4\uace0\uc11c, \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ubc18\ubcf5\uc801\uc73c\ub85c \ucd9c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uc18d\uc801\uc778 \uac1c\uc120 \uc811\uadfc \ubc29\uc2dd\uc740 2026\ub144 \uc774\ud6c4\uc5d0\ub3c4 \uc9c4\ud654\ud558\ub294 \uc81c\ud488, \uaddc\uc815 \ubc0f \uace0\uac1d\uc758 \uae30\ub300\uc5d0 \ub9de\ucdb0 CRM\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc2a4\ud15c \uc131\ub2a5\uacfc \uc0ac\uc6a9\uc790 \ucc44\ud0dd\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud558\uc5ec \uac1c\uc120 \uae30\ud68c\ub97c \ud30c\uc545\ud558\ub294 \uac83\uc744 \uc78a\uc9c0 \ub9c8\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leveraging-ai-and-automation-in-a-financial-crm\">\uae08\uc735 CRM\uc5d0\uc11c AI\uc640 \uc790\ub3d9\ud654 \ud65c\uc6a9\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \uc790\uc0b0 \uad00\ub9ac, \ud504\ub77c\uc774\ube57 \ubc45\ud0b9, \ubcf4\ud5d8 \ubd84\uc57c\uc5d0\uc11c \uc720\ud589\uc5b4\uc5d0\uc11c \uc77c\uc0c1\uc801\uc778 \ub3c4\uad6c\ub85c \ubcc0\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uc2e0 CRM \ud50c\ub7ab\ud3fc\uc740 \uba38\uc2e0\ub7ec\ub2dd\uc744 \uc0ac\uc6a9\ud558\uc5ec \ub370\uc774\ud130 \ubd84\uc11d\uc744 \uac15\ud654\ud558\uace0, \uace0\uac1d \ud589\ub3d9\uc744 \uc608\uce21\ud558\uba70, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uccb4\uc801\uc778 AI \uc0ac\uc6a9 \uc0ac\ub840\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uace0\uac1d \uad00\uc2ec\uc0ac \uc608\uce21:<\/strong> \uace0\uac1d\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc640 \uc0c1\ud638\uc791\uc6a9 \uc774\ub825\uc744 \uae30\ubc18\uc73c\ub85c \uc0c8\ub85c\uc6b4 \uad6c\uc870\ud654 \uc0c1\ud488\uc5d0 \ubc18\uc751\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc740 \uace0\uac1d \ud30c\uc545\ud558\uae30<\/li>\n\n\n\n<li><strong>\ucc28\uc120\ucc45\uc73c\ub85c \ucde8\ud560 \uc218 \uc788\ub294 \uc870\uce58:<\/strong> \uace0\uac1d \ud504\ub85c\ud544\uacfc \ucd5c\uadfc \uc2dc\uc7a5 \uc774\ubca4\ud2b8\ub97c \uae30\ubc18\uc73c\ub85c \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ub17c\uc758\ud558\uac70\ub098 \ucd94\ucc9c\ud574\uc57c \ud560 \uc0ac\ud56d \uc81c\uc548<\/li>\n\n\n\n<li><strong>\uc0c1\ud638\uc791\uc6a9 \uc694\uc57d:<\/strong> \ud68c\uc758 \uc804\uc5d0 \uae34 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc744 \uc790\ub3d9\uc73c\ub85c \uc694\uc57d\ud558\uc5ec \uc790\ubb38\uac00\uac00 \uc900\ube44\ub41c \uc0c1\ud0dc\ub85c \ud68c\uc758\uc5d0 \uc784\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0<\/li>\n\n\n\n<li><strong>\uc704\ud5d8 \uc2e0\ud638:<\/strong> \ucc38\uc5ec \ud328\ud134\uc744 \uae30\ubc18\uc73c\ub85c \uc774\ud0c8 \uc704\ud5d8\uc774 \uc788\ub294 \uc7a0\uc7ac \uace0\uac1d \ud50c\ub798\uadf8 \uc9c0\uc815\ud558\uae30<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub294 \uc218\ub3d9 \uac1c\uc785 \uc5c6\uc774 \ubc18\ubcf5\uc801\uc778 \uc77c\uc0c1 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \ubbf8\ud305 \ud6c4 \ud6c4\uc18d \uc54c\ub9bc<\/li>\n\n\n\n<li>KYC \uac31\uc2e0\uc744 \uc704\ud55c \ubb38\uc11c \uc218\uc9d1 \uc694\uccad<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud504\ub85c\ud544 \uac31\uc2e0 \uc77c\uc815<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \uc774\ubca4\ud2b8\uc5d0 \uae30\ubc18\ud55c \ucea0\ud398\uc778 \uc608\uc57d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 \ub370\uc774\ud130\uc5d0\uc11c \uc791\ub3d9\ud558\ub294 AI \uae30\ubc18 \ub3c4\uad6c\ub97c \uc81c\uacf5\ud558\uc5ec \uae30\uad00\uc774 \ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \ub0b4\ubd80 \uc704\ud5d8 \uc815\ucc45\uc744 \uc900\uc218\ud558\uba74\uc11c \uc790\ub3d9\ud654\uc758 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\ud154\ub9ac\uc804\uc2a4\uc640 \uc81c\uc5b4\uc758 \uc870\ud569\uc740 \uaddc\uc81c \ub300\uc0c1 \uae30\uad00\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\ub78c\uc758 \uba85\ud655\ud55c \uac10\ub3c5 \ud558\uc5d0 \ud1b5\uc81c\ub41c \ud30c\uc77c\ub7ff\uc5d0\uc11c AI\ub97c \uad6c\ud604\ud558\uc138\uc694. \uc804\ub7b5\uc801 \uacc4\ud68d\uc740 AI\uc640 CRM \ud1b5\ud569\uc744 \ube44\uc988\ub2c8\uc2a4 \ubaa9\ud45c\uc5d0 \ub9de\ucd94\uace0 \ub354 \ub098\uc740 \uacb0\uacfc\ub97c \uc704\ud574 \uae30\uc220 \ubc30\ud3ec\ub97c \ucd5c\uc801\ud654\ud558\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. AI \uc758\uc0ac \uacb0\uc815\uc774 \uc790\uaca9\uc744 \uac16\ucd98 \uae08\uc735 \uc804\ubb38\uac00\uc758 \ud310\ub2e8\uc744 \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc5b4\ub5bb\uac8c \uc9c0\uc6d0\ud558\ub294\uc9c0 \ubb38\uc11c\ud654\ud558\uc138\uc694. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud558\uace0 \uaddc\uc815 \uc900\uc218\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-many-financial-firms-choose-investglass-for-crm-implementation\">\ub9ce\uc740 \uae08\uc735 \ud68c\uc0ac\uac00 CRM \uad6c\ud604\uc744 \uc704\ud574 InvestGlass\ub97c \uc120\ud0dd\ud558\ub294 \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735\ud68c\uc0ac\ub294 \uc77c\ubc18\uc801\uc778 \uc601\uc5c5 \ud30c\uc774\ud504\ub77c\uc778\ubfd0\ub9cc \uc544\ub2c8\ub77c \uaddc\uc81c, \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc5d0 \ub300\ud55c \uc774\ud574\uac00 \uc788\ub294 CRM \ubca4\ub354\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc77c\ubc18 \ud50c\ub7ab\ud3fc\uc740 \uad11\ubc94\uc704\ud55c \ucee4\uc2a4\ud130\ub9c8\uc774\uc9d5\uc774 \ud544\uc694\ud558\uace0 \uaddc\uc81c \uae30\uad00\uc774 \uae30\ub300\ud558\ub294 \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc774 \ubd80\uc871\ud55c \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \ud558\ub098\uc758 \ud658\uacbd\uc5d0 \uacb0\ud569\ud55c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc8fc\uc694 \ucc28\ubcc4\ud654 \uc694\uc18c\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c:<\/strong> \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec<\/li>\n\n\n\n<li><strong>\uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \ubcf4\uc7a5:<\/strong> \uc720\ub7fd \ubc0f \uc2a4\uc704\uc2a4 \uaddc\uc81c \uae30\ub300\uce58\uc640 \uae34\ubc00\ud788 \uc5f0\uacc4\ub428<\/li>\n\n\n\n<li><strong>\ud558\ub098\uc758 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ubaa8\ub4e0 \uac83\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4:<\/strong> \uc5ec\ub7ec \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uac70\ub098 \ubcf5\uc7a1\ud55c \ud1b5\ud569\uc744 \ucc98\ub9ac\ud560 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc7ac\ubb34 \uc6cc\ud06c\ud50c\ub85c:<\/strong> \uc801\ud569\uc131, KYC \ubc0f \uace0\uac1d \ucc38\uc5ec\ub97c \uc704\ud55c \uc0ac\uc804 \uad6c\ucd95\ub41c \ud15c\ud50c\ub9bf<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589, \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \ubcf4\ud5d8\uc0ac\ub294 InvestGlass\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc628\ubcf4\ub529\uc744 \ub2e8\ucd95\ud558\uace0, \uaddc\uc815 \uc900\uc218 \uc99d\uac70\ub97c \uac1c\uc120\ud558\uba70, \uc790\ubb38\uac00\uc5d0\uac8c \ub370\uc2a4\ud06c\ud1b1\uacfc \ud0dc\ube14\ub9bf\uc5d0\uc11c \uace0\uac1d\uc5d0 \ub300\ud55c \ub2e8\uc77c \ubcf4\uae30\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc18c\uaddc\ubaa8 \ube44\uc988\ub2c8\uc2a4 \uc790\uc0b0 \uad00\ub9ac\uc790\uc640 \ub300\ud615 \uae08\uc735 \uc11c\ube44\uc2a4 \ud68c\uc0ac \ubaa8\ub450\ub97c \ub3d9\ub4f1\ud55c \ud6a8\uacfc\ub85c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uad00 \uc804\uccb4\uc5d0 \ubc30\ud3ec\ud558\uae30 \uc804\uc5d0 \uac00\uce58\ub97c \uc785\uc99d\ud558\uae30 \uc704\ud574 \uc815\uc758\ub41c \ube44\uc988\ub2c8\uc2a4 \ub2e8\uc704\uc640 3\uac1c\uc6d4 \ub85c\ub4dc\ub9f5\uc744 \uc0ac\uc6a9\ud558\uc5ec InvestGlass\ub85c \uad6c\uc870\ud654\ub41c \ud30c\uc77c\ub7ff \uad6c\ud604\uc744 \uace0\ub824\ud558\uc138\uc694. \uc774\ub7ec\ud55c CRM \ud22c\uc790 \uc811\uadfc \ubc29\uc2dd\uc740 \uc704\ud5d8\uc744 \ucd5c\uc18c\ud654\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc2dc\uc801\uc778 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \uc785\uc99d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-summary-building-a-compliant-client-centric-crm-foundation\">\uc694\uc57d: \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uace0\uac1d \uc911\uc2ec CRM \uae30\ubc18 \uad6c\ucd95\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \ud68c\uc0ac\uc5d0\uc11c CRM\uc744 \uad6c\ud604\ud558\ub294 \uac83\uc740 \ubaa9\ud45c, \ud504\ub85c\uc138\uc2a4 \ub9e4\ud551, \ud50c\ub7ab\ud3fc \uc120\ud0dd, \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158, \uad6c\uc131, \uad50\uc721 \ubc0f \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc744 \ud3ec\ud568\ud558\ub294 \uc5ec\ub7ec \ub2e8\uacc4\uc758 \uc5ec\uc815\uc785\ub2c8\ub2e4. \uac01 \ub2e8\uacc4\ub294 \uc774\uc804 \ub2e8\uacc4\ub97c \uae30\ubc18\uc73c\ub85c \ud558\uc5ec \uace0\uac1d \uad00\uacc4 \uac1c\uc120 \ubc0f \uaddc\uc815 \uc900\uc218\ub97c \uc704\ud55c \uc548\uc815\uc801\uc778 \uae30\ubc18\uc744 \uad6c\ucd95\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\uacf5\uc801\uc778 CRM \uad6c\ucd95\uc740 \uaddc\uc815 \uc900\uc218\ub97c \uac15\ud654\ud558\uace0, \uace0\uac1d \ucc38\uc5ec\ub97c \uac15\ud654\ud558\uba70, \uad00\uacc4 \uad00\ub9ac\uc790\uc640 \uc9c0\uc6d0 \ud300\uc758 \uc0dd\uc0b0\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uae30\uc5c5\uc774 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc744 \ucc98\ub9ac\ud558\uace0, \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad00\ub9ac\ud558\uace0, \uc804\uccb4 \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc5d0 \uac78\uccd0 \uc2e0\uaddc \uace0\uac1d\uc744 \uc9c0\uc6d0\ud558\ub294 \ubc29\uc2dd\uc744 \ud601\uc2e0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud574 \uae08\uc735 \uae30\uad00\uc740 \ucd5c\uc2e0 \ub514\uc9c0\ud138 \ub3c4\uad6c\uc640 \uac15\ub825\ud55c \ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uc7a5\uce58\ub97c \uacb0\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc81c \ub2f9\uad6d\uc774 \uae30\uc5c5\uc774 \uace0\uac1d \uc138\ubd80 \uc815\ubcf4\uc640 \ubbfc\uac10\ud55c \uae08\uc735 \uc815\ubcf4\ub97c \ucc98\ub9ac\ud558\ub294 \ubc29\uc2dd\uc744 \uba74\ubc00\ud788 \uc870\uc0ac\ud568\uc5d0 \ub530\ub77c \uc774\ub7ec\ud55c \uc870\ud569\uc740 \uc810\uc810 \ub354 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc744 \ud55c \ud574\uc5d0 \ub05d\ub098\ub294 \uc77c\ud68c\uc131 IT \ud504\ub85c\uc81d\ud2b8\uac00 \uc544\ub2c8\ub77c \uc815\uae30\uc801\uc73c\ub85c \uac80\ud1a0\ud558\uace0 \uac1c\uc120\ud558\ub294 \uc7a5\uae30\uc801\uc778 \uc804\ub7b5\uc801 \ud22c\uc790\ub85c \uc0dd\uac01\ud558\uc138\uc694. \uae08\uc735 \uc0b0\uc5c5\uc740 \uacc4\uc18d \uc9c4\ud654\ud558\uace0 \uc788\uc73c\uba70, CRM\ub3c4 \uc774\uc5d0 \ubc1c\ub9de\ucdb0 \uc9c4\ud654\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc7ac \uace0\uac1d \ub370\uc774\ud130\uc640 \uc6cc\ud06c\ud50c\ub85c\ub97c \ud3c9\uac00\ud558\uc5ec \ub2e4\uc74c \ub2e8\uacc4\ub85c \ub118\uc5b4\uac00\uc138\uc694. \ubc1c\uacac \uc6cc\ud06c\uc20d\uc744 \ud1b5\ud574 \ube60\ub978 \uc131\uacfc\ub97c \ud30c\uc545\ud558\uace0 \uad6c\uccb4\uc801\uc778 \ud30c\uc77c\ub7ff \uad6c\ud604\uc744 \uacc4\ud68d\ud558\uc138\uc694. \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \uad6c\ud604 \ud504\ub85c\uc138\uc2a4\ub97c \ub2e8\ud638\ud558\uac8c \ucd94\uc9c4\ud558\ub294 \uae30\uc5c5\uc740 \uace0\uac1d \uad00\uacc4\ub97c \uac1c\uc120\ud558\uace0 \uc6cc\ud06c\ud50c\ub85c\ub97c \uac04\uc18c\ud654\ud558\uba70 \uc9c0\uc18d\uc801\uc778 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\ub294 \uac00\uc7a5 \uc720\ub9ac\ud55c \uc704\uce58\uc5d0 \uc11c\uac8c \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-about-implementing-crm-in-financial-firms\">\uae08\uc735 \ud68c\uc0ac\uc5d0\uc11c CRM \uad6c\ud604\uc5d0 \uad00\ud574 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-crm-implementation-usually-take-in-a-financial-institution\">\uae08\uc735 \uae30\uad00\uc5d0\uc11c CRM\uc744 \uad6c\ud604\ud558\ub294 \ub370 \ubcf4\ud1b5 \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\uaddc\ubaa8 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \ubc0f \uad50\uc721\uc744 \ud3ec\ud568\ud558\uc5ec 8~12\uc8fc \uc548\uc5d0 \uc9d1\uc911\uc801\uc778 \uad6c\ud604\uc744 \uc644\ub8cc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5ec\ub7ec \uc2dc\uc2a4\ud15c, \uad00\ud560\uad8c \ubc0f \uaddc\uc81c \uc694\uad6c \uc0ac\ud56d\uc774 \uc788\ub294 \ub300\ud615 \uc740\ud589\uc758 \uacbd\uc6b0 \uc804\uccb4 \ub864\uc544\uc6c3\uc5d0 6~12\uac1c\uc6d4\uc774 \uc18c\uc694\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\uc815\uc740 \ud575\uc2ec \ubc45\ud0b9 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2dc\uc2a4\ud15c\uacfc\uc758 \ud1b5\ud569\uc758 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c \ud06c\uac8c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \uac80\ud1a0 \ubc0f \uc2b9\uc778\uc5d0 \ud544\uc694\ud55c \uc2dc\uac04\ub3c4 \uc77c\uc815\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \uac80\uc0c9, \uad6c\uc131, \ud30c\uc77c\ub7ff \ubc0f \uc804\uccb4 \ub864\uc544\uc6c3\uc5d0 \ub300\ud55c \ud604\uc2e4\uc801\uc778 \ub9c8\uc77c\uc2a4\ud1a4\uc744 \uc0ac\uc6a9\ud558\uc5ec \uba85\ud655\ud558\uac8c \uc815\uc758\ub41c \ub2e8\uacc4\ub85c \ud504\ub85c\uc81d\ud2b8\ub97c \uacc4\ud68d\ud558\uc138\uc694. \uc774\ub7ec\ud55c \ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \uac01 \ub2e8\uacc4\uac00 \uc55e\uc73c\ub85c \ub098\uc544\uac00\uae30 \uc804\uc5d0 \ucda9\ubd84\ud55c \uc8fc\uc758\ub97c \uae30\uc6b8\uc77c \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-biggest-risks-when-implementing-crm-in-a-regulated-financial-firm\">\uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \ud68c\uc0ac\uc5d0\uc11c CRM\uc744 \uad6c\ud604\ud560 \ub54c \uac00\uc7a5 \ud070 \uc704\ud5d8\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc758 \ub370\uc774\ud130 \ud488\uc9c8 \uc800\ud558, \uad00\uacc4 \uad00\ub9ac\uc790\uc758 \uc0ac\uc6a9\uc790 \ucc44\ud0dd \ubd80\uc871, \uaddc\uc815 \uc900\uc218 \uc694\uad6c \uc0ac\ud56d\uc758 \uacfc\uc18c\ud3c9\uac00, \uc7ac\ubb34 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ucc98\ub9ac\ud560 \uc218 \uc5c6\ub294 \uc77c\ubc18 CRM \uc120\ud0dd \ub4f1\uc774 \uc77c\ubc18\uc801\uc778 \uc704\ud5d8 \uc694\uc18c\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac01 \uc704\ud5d8\uc740 \uad6c\ud604\uc744 \ubc29\ud574\ud558\uac70\ub098 \uc81c\uacf5\ub418\ub294 \uac00\uce58\ub97c \uc81c\ud55c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc98\uc74c\ubd80\ud130 \uaddc\uc815 \uc900\uc218 \ubc0f \ube44\uc988\ub2c8\uc2a4 \uc774\ud574\uad00\uacc4\uc790\ub97c \ucc38\uc5ec\uc2dc\ucf1c \uc774\ub7ec\ud55c \uc704\ud5d8\uc744 \uc644\ud654\ud558\uc138\uc694. \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc744 \uc2dc\uc791\ud558\uae30 \uc804\uc5d0 \ub370\uc774\ud130 \uc815\ub9ac\uc5d0 \ud22c\uc790\ud558\uc138\uc694. InvestGlass\uc640 \uac19\uc774 \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub41c \ud50c\ub7ab\ud3fc\uc744 \uc120\ud0dd\ud574 \uaddc\uc81c \uae30\ub2a5\uc744 \uae30\ubcf8\uc73c\ub85c \ud3ec\ud568\ud558\uc138\uc694. \uace0\uc704 \uacbd\uc601\uc9c4\uacfc \uc601\uc5c5 \ud504\ub85c\uc138\uc2a4 \uc18c\uc720\uc790\uac00 \uc815\uae30\uc801\uc73c\ub85c \uac80\ud1a0\ud558\ub294 \uacf5\uc2dd\uc801\uc778 \ud504\ub85c\uc81d\ud2b8 \uacc4\ud68d\uc5d0 \uc704\ud5d8 \ubc0f \uc644\ud654 \uc870\uce58\ub97c \ubb38\uc11c\ud654\ud558\uc138\uc694.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-crm-handle-both-retail-and-private-banking-clients-in-the-same-system\">CRM\uc774 \ub3d9\uc77c\ud55c \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc18c\ub9e4 \ubc0f \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc744 \ubaa8\ub450 \ucc98\ub9ac\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc798 \uc124\uacc4\ub41c \uae08\uc735 CRM\uc740 \uc628\ubcf4\ub529 \ud750\ub984, \uc801\ud569\uc131 \uaddc\uce59, \uc11c\ube44\uc2a4 \uc218\uc900\uc774 \uc11c\ub85c \ub2e4\ub978 \uc18c\ub9e4, \ubd80\uc720\uce35, \ud504\ub77c\uc774\ube57 \ubc45\ud0b9\uc744 \ud3ec\ud568\ud55c \uc5ec\ub7ec \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ub97c \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc138\ubd84\ud654, \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \ubc0f \uad6c\uc131 \uac00\ub2a5\ud55c \uc6cc\ud06c\ud50c\ub85c\ub97c \ud1b5\ud574 \ub3d9\uc77c\ud55c \ub2e8\uc77c \ud50c\ub7ab\ud3fc\uc744 \uc5ec\ub7ec \ubd80\uc11c\uc5d0 \ub9de\uac8c \uc870\uc815\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uad00\ub9ac\ub97c \uc704\ud55c \ud1b5\ud569 \ubcf4\uae30\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uac01 \uc138\uadf8\uba3c\ud2b8\ubcc4\ub85c \ubcc4\ub3c4\uc758 \uc5ec\uc815, \uc591\uc2dd \ubc0f \uc2b9\uc778 \uccb4\uc778\uc73c\ub85c \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \ub370\uc774\ud130\ub294 \ub2e8\uc77c \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ud658\uacbd\uc5d0\uc11c \uc548\uc804\ud558\uac8c \uc720\uc9c0\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc720\uc5f0\uc131 \ub355\ubd84\uc5d0 \uae30\uc5c5\uc740 \uac01 \uc138\uadf8\uba3c\ud2b8\ubcc4\ub85c \ubcc4\ub3c4\uc758 \uc2dc\uc2a4\ud15c\uc744 \uc720\uc9c0 \uad00\ub9ac\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc804\uccb4 \uace0\uac1d\uce35\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-support-regulatory-audits-and-inspections\">CRM\uc740 \uaddc\uc81c \uac10\uc0ac \ubc0f \uac80\uc0ac\ub97c \uc5b4\ub5bb\uac8c \uc9c0\uc6d0\ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc740 \ud0c0\uc784\uc2a4\ud0ec\ud504 \ubc0f \ub2f4\ub2f9 \uc0ac\uc6a9\uc790\uc640 \ud568\uaed8 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9, \uc870\uc5b8 \ubc0f \uc2b9\uc778\uc5d0 \ub300\ud55c \uc804\uccb4 \uae30\ub85d\uc744 \ucea1\ucc98\ud569\ub2c8\ub2e4. \uac10\uc0ac \uc911\uc5d0 \uc774 \uc815\ubcf4\ub97c \ub0b4\ubcf4\ub0b4\uc11c \ud68c\uc0ac\uac00 \uac01 \uace0\uac1d \uad00\uacc4\ub97c \uc5b4\ub5bb\uac8c \ucc98\ub9ac\ud588\ub294\uc9c0 \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac10\uc0ac \ucd94\uc801, \ubb38\uc11c \ubc84\uc804 \uad00\ub9ac \ubc0f \uc774\ubca4\ud2b8 \ub85c\uadf8\ub97c \ud1b5\ud574 \ud68c\uc0ac\uac00 \uc801\ud569\uc131, KYC \ubc0f \uacf5\uac1c \uc808\ucc28\ub97c \uc77c\uad00\ub418\uac8c \uc900\uc218\ud588\uc74c\uc744 \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ud300\uacfc \ud611\ub825\ud558\uc5ec \uaddc\uc81c \uae30\uad00\uc758 \uacc4\ud68d\ub41c \uac80\uc0ac\uc5d0 \uc55e\uc11c CRM\uc5d0\uc11c \uc0dd\uc131\ud560 \uc218 \uc788\ub294 \ud45c\uc900 \ubcf4\uace0\uc11c\ub97c \uc124\uacc4\ud558\uc138\uc694. \uc774\ub7ec\ud55c \uc900\ube44\ub294 \uac10\uc0ac \uc2dc \uc2a4\ud2b8\ub808\uc2a4\ub97c \uc904\uc774\uace0 \uaddc\uc81c \uc694\uac74\uc5d0 \ub300\ud55c \ud68c\uc0ac\uc758 \ub178\ub825\uc744 \ubcf4\uc5ec\uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-possible-to-implement-crm-while-keeping-all-client-data-in-switzerland\">\ubaa8\ub4e0 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc2a4\uc704\uc2a4\uc5d0 \uc720\uc9c0\ud558\uba74\uc11c CRM\uc744 \uad6c\ud604\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \ud68c\uc0ac\ub294 \ubaa8\ub4e0 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc2a4\uc704\uc2a4\uc5d0 \uc720\uc9c0\ud558\uba74\uc11c \ucd5c\uc2e0 CRM\uc744 \uc644\ubcbd\ud558\uac8c \uad6c\ud604\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130 \ub610\ub294 \uc790\uccb4 \uc2dc\uc124 \ub0b4 \uc628\ud504\ub808\ubbf8\uc2a4 \uc778\ud504\ub77c\ub97c \ud1b5\ud574 \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c\uc744 \uc5fc\ub450\uc5d0 \ub450\uace0 \uc124\uacc4\ub418\uc5b4 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \ubbfc\uac10\ud55c \uc815\ubcf4\uac00 \uc120\ud0dd\ud55c \uad00\ud560\uad8c \ub0b4\uc5d0 \uc788\ub2e4\ub294 \ud655\uc2e0\uc744 \uac00\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM \uc120\ud0dd \uc2dc \uacf5\uae09\uc5c5\uccb4 \uc2e4\uc0ac \uc124\ubb38\uc9c0\uc5d0 \ub370\uc774\ud130 \uc704\uce58, \uac70\uc8fc\uc9c0, \uc561\uc138\uc2a4 \uad00\ub828 \uc9c8\ubb38\uc744 \ud3ec\ud568\ud558\uc138\uc694. \uc774\ub7ec\ud55c \uc2e4\uc0ac\ub97c \ud1b5\ud574 \uc0c8 \uc2dc\uc2a4\ud15c\uc774 \uaddc\uc81c \uae30\ub300\uce58\uc640 \uace0\uac1d \uc2e0\ub8b0 \uc694\uac74\uc744 \ubaa8\ub450 \ucda9\uc871\ud558\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>A CRM in a financial firm must support strict regulations, complex portfolios, and multi channel client communication, not just contact management. Investment firms, as a specific type of financial business, require tailored CRM solutions to manage client portfolios, ensure regulatory compliance, and support growth strategies. A successful CRM rollout starts with clear regulatory, revenue, and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49018,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[61,48],"class_list":["post-48939","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-portfolio-management","tag-sales-automation"],"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 Implement CRM in a Financial Firm? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn how to implement CRM in a financial firm to enhance client communication and comply with strict regulations.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ko\/\uae08\uc735-\ud68c\uc0ac\uc5d0\uc11c-crm\uc744-\uad6c\ud604\ud558\ub294-\ubc29\ubc95\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Implement CRM in a Financial Firm?\" \/>\n<meta property=\"og:description\" content=\"A CRM in a financial firm must support strict regulations, complex portfolios, and multi channel client communication, not just contact management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/\uae08\uc735-\ud68c\uc0ac\uc5d0\uc11c-crm\uc744-\uad6c\ud604\ud558\ub294-\ubc29\ubc95\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-04T14:05:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-02T19:50:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com758265.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2048\" \/>\n\t<meta property=\"og:image:height\" content=\"1152\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\uae00\uc4f4\uc774\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04\" \/>\n\t<meta name=\"twitter:data2\" content=\"20\ubd84\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\uae08\uc735\ud68c\uc0ac\uc5d0\uc11c CRM\uc744 \uad6c\ud604\ud558\ub294 \ubc29\ubc95\uc740? | InvestGlass","description":"\uae08\uc735 \ud68c\uc0ac\uc5d0\uc11c \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uac1c\uc120\ud558\uace0 \uc5c4\uaca9\ud55c \uaddc\uc815\uc744 \uc900\uc218\ud558\uae30 \uc704\ud574 CRM\uc744 \uad6c\ud604\ud558\ub294 \ubc29\ubc95\uc744 \uc54c\uc544\ubcf4\uc138\uc694.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/ko\/\uae08\uc735-\ud68c\uc0ac\uc5d0\uc11c-crm\uc744-\uad6c\ud604\ud558\ub294-\ubc29\ubc95\/","og_locale":"ko_KR","og_type":"article","og_title":"How to Implement CRM in a Financial Firm?","og_description":"A CRM in a financial firm must support strict regulations, complex portfolios, and multi channel client communication, not just contact management.","og_url":"https:\/\/www.investglass.com\/ko\/\uae08\uc735-\ud68c\uc0ac\uc5d0\uc11c-crm\uc744-\uad6c\ud604\ud558\ub294-\ubc29\ubc95\/","og_site_name":"InvestGlass","article_published_time":"2026-02-04T14:05:02+00:00","article_modified_time":"2026-03-02T19:50:52+00:00","og_image":[{"width":2048,"height":1152,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com758265.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\uae00\uc4f4\uc774":"InvestGlass","\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04":"20\ubd84"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"How to Implement CRM in a Financial Firm?","datePublished":"2026-02-04T14:05:02+00:00","dateModified":"2026-03-02T19:50:52+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/"},"wordCount":4172,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com758265.jpg","keywords":["portfolio management","sales automation"],"articleSection":["Article"],"inLanguage":"ko-KR","copyrightYear":"2026","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ko\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/","url":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/","name":"\uae08\uc735\ud68c\uc0ac\uc5d0\uc11c CRM\uc744 \uad6c\ud604\ud558\ub294 \ubc29\ubc95\uc740? | InvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com758265.jpg","datePublished":"2026-02-04T14:05:02+00:00","dateModified":"2026-03-02T19:50:52+00:00","description":"\uae08\uc735 \ud68c\uc0ac\uc5d0\uc11c \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uac1c\uc120\ud558\uace0 \uc5c4\uaca9\ud55c \uaddc\uc815\uc744 \uc900\uc218\ud558\uae30 \uc704\ud574 CRM\uc744 \uad6c\ud604\ud558\ub294 \ubc29\ubc95\uc744 \uc54c\uc544\ubcf4\uc138\uc694.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/#breadcrumb"},"inLanguage":"ko-KR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/"]}]},{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com758265.jpg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com758265.jpg","width":2048,"height":1152,"caption":"How to Implement CRM in a Financial Firm"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"How to Implement CRM in a Financial Firm?"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"InvestGlass","description":"\uc2a4\uc704\uc2a4 \uc18c\ubc84\ub9b0 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ko-KR"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"InvestGlass","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"InvestGlass","image":{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/ko\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts\/48939","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/comments?post=48939"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts\/48939\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/media\/49018"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/media?parent=48939"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/categories?post=48939"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/tags?post=48939"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}