{"id":48945,"date":"2026-02-05T14:06:40","date_gmt":"2026-02-05T13:06:40","guid":{"rendered":"https:\/\/www.investglass.com\/how-to-use-investglass-crm-for-client-onboarding\/"},"modified":"2026-02-07T13:44:23","modified_gmt":"2026-02-07T12:44:23","slug":"%ea%b3%a0%ea%b0%9d-%ec%98%a8%eb%b3%b4%eb%94%a9%ec%97%90-%ec%9d%b8%eb%b2%a0%ec%8a%a4%ed%8a%b8%ea%b8%80%eb%9e%98%ec%8a%a4-crm%ec%9d%84-%ec%82%ac%ec%9a%a9%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-use-investglass-crm-for-client-onboarding\/","title":{"rendered":"\uace0\uac1d \uc628\ubcf4\ub529\uc5d0 InvestGlass CRM\uc744 \uc0ac\uc6a9\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">InvestGlass CRM\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud658\uacbd\uc5d0\uc11c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC \ubc0f \uace0\uac1d \ub370\uc774\ud130\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uc5ec \uc5c4\uaca9\ud55c \uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac \uaddc\uc815\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\uc6a9\uc790\ub294 InvestGlass \uc591\uc2dd\uc744 \uc804\uc1a1\ud558\uace0, KYC \ubb38\uc11c\ub97c \uc218\uc9d1\ud558\uace0, \uc790\ub3d9\ud654\ub41c \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ud2b8\ub9ac\uac70\ud558\uc5ec \uba87 \ubc88\uc758 \ud074\ub9ad\ub9cc\uc73c\ub85c \uc628\ubcf4\ub529\uc744 \uc2dc\uc791\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ud300\uc740 \ucf54\ub4dc \uc5c6\uc774 KYC, AML \ubc0f \uc704\ud5d8 \uc810\uc218 \uaddc\uce59\uc744 \uad6c\uc131\ud558\uc5ec \uacc4\uc88c \uac1c\uc124 \uc804\uc5d0 \ubaa8\ub4e0 \uc2e0\uaddc \uace0\uac1d\uc744 \uc120\ubcc4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc124\ubb38\uc9c0, \uc704\ud5d8 \ud504\ub85c\ud544, \uc801\ud569\uc131 \uc120\ud638\ub3c4 \ub4f1 \uccab \uc0c1\ud638\uc791\uc6a9\ubd80\ud130 360\ub3c4 \uace0\uac1d \ubdf0\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc628\ubcf4\ub529\uacfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \ud1b5\ud569\ud569\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=\"5903\">\ub9c8\ucf00\ud305<\/a> \uc790\ub3d9\ud654, \uc804\uccb4 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc5ec\uc815\uc744 \uc704\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-client-onboarding-with-investglass-crm\">InvestGlass CRM\uc744 \ud1b5\ud55c \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\uac1c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac\uc5d0 \ub300\ud55c \uc555\ubc15\uc774 \uadf8 \uc5b4\ub290 \ub54c\ubcf4\ub2e4 \ucee4\uc84c\uc2b5\ub2c8\ub2e4. \uaddc\uc81c \ub2f9\uad6d\uc740 \uc5c4\uaca9\ud55c \uc11c\ub958\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc2a4\ub9c8\ud2b8\ud3f0\uc73c\ub85c \uacc4\uc88c\ub97c \uac1c\uc124\ud558\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \uc885\uc774 \uc591\uc2dd\uc744 \ub4a4\uc11e\uc73c\uba70 \ubcf4\ub0b4\ub294 \ud558\ub8e8\ud558\ub8e8\ub294 \uacbd\uc7c1\uc0ac\uac00 \ub354 \ube60\ub974\uac8c \uc6c0\uc9c1\uc774\uace0 \uc788\ub294 \ud558\ub8e8\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc774\ub7ec\ud55c \ud604\uc2e4\uc744 \uace0\ub824\ud558\uc5ec \uc124\uacc4\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc548\uc804\ud55c \uc628\ubcf4\ub529\uc774 \ud544\uc694\ud55c \uaddc\uc81c \ub300\uc0c1 \uae30\uc5c5\uc744 \uc704\ud574 \uad6c\ucd95\ub41c \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uc5ec \ub370\uc774\ud130 \ubcf4\uc874 \ubc0f GDPR \uc694\uac74\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uae08\uc735\uc5d0 \uc801\ud569\ud55c \uc77c\ubc18\uc801\uc778 \uc601\uc5c5 \ub3c4\uad6c\uac00 \uc544\ub2d9\ub2c8\ub2e4. \ubcf5\uc7a1\ud55c \uaddc\uc815 \uc900\uc218 \ud658\uacbd\uc744 \ud0d0\uc0c9\ud558\ub294 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 InvestGlass\uc758 \uc77c\ubc18\uc801\uc778 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \ub2e8\uacc4\ubcc4\ub85c \uc548\ub0b4\ud569\ub2c8\ub2e4. \uccab \uc5f0\ub77d\ubd80\ud130 \uacc4\uc815 \ud65c\uc131\ud654 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc124\uc815\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc885\uc774 \uc591\uc2dd, \ud769\uc5b4\uc9c4 \uc774\uba54\uc77c, \uc218\ub3d9 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub97c \uac04\uc18c\ud654\ub41c \ub514\uc9c0\ud138 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub85c \ub300\uccb4\ud558\ub294 \ubc29\ubc95\uc744 \uc54c\uc544\ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 CRM \uae30\ub85d, \ucf54\ub4dc \uc5c6\ub294 \uc591\uc2dd, \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c, AI \uc9c0\uc6d0\uc744 \uacb0\ud569\ud558\uc5ec \ud300\uacfc \uace0\uac1d \ubaa8\ub450\uc5d0\uac8c \uc6d0\ud65c\ud55c \uacbd\ud5d8\uc744 \uc120\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uac00\uc774\ub4dc\ub294 InvestGlass\uc758 \uad00\uc810\uc5d0\uc11c \uc791\uc131\ub418\uc5c8\uc73c\uba70 \uc77c\ubc18\uc801\uc778 CRM \uc774\ub860\ubcf4\ub2e4\ub294 \uc2e4\uc81c \uc0ac\uc6a9 \uc0ac\ub840\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\ub124\ubc14\uc758 \ubbfc\uac04 \uc740\ud589\uc5d0\uc11c \uadfc\ubb34\ud558\ub4e0, \uae30\uad00 \ud22c\uc790\uc790\uc758 \uc790\uc0b0\uc744 \uad00\ub9ac\ud558\ub4e0, \ubcf4\ud5d8 \ud68c\uc0ac\uc5d0\uc11c \uaddc\uc815 \uc900\uc218\ub97c \uc6b4\uc601\ud558\ub4e0, \uc5ec\uae30\uc11c\uc758 \uc6d0\uce59\uc740 \uadc0\ud558\uc758 \ube44\uc988\ub2c8\uc2a4\uc5d0 \uc9c1\uc811 \uc801\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-preparing-your-investglass-crm-for-onboarding\">\uc628\ubcf4\ub529\uc744 \uc704\ud55c InvestGlass CRM \uc900\ube44\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab \ubc88\uc9f8 \ud074\ub77c\uc774\uc5b8\ud2b8\ub97c \uc628\ubcf4\ub529\ud558\uae30 \uc804\uc5d0 \uc801\uc808\ud55c \uc124\uc815\uc740 \uc774\ud6c4 \ubaa8\ub4e0 \uc791\uc5c5\uc758 \ud1a0\ub300\uac00 \ub429\ub2c8\ub2e4. \uba87 \uc2dc\uac04\uc758 \uc138\uc2ec\ud55c \uc124\uc815\uc73c\ub85c \ud5a5\ud6c4 \uc218\ubc31 \uc2dc\uac04\uc744 \uc808\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-onboarding-pipelines\">\uc628\ubcf4\ub529 \ud30c\uc774\ud504\ub77c\uc778 \uc815\uc758<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud30c\uc774\ud504\ub77c\uc778\uc744 \uc0ac\uc6a9\ud558\uc5ec \uac01 \uc7a0\uc7ac \uace0\uac1d \ub610\ub294 \uace0\uac1d\uc758 \uc5ec\uc815\uc5d0\uc11c \uac01 \ub2e8\uacc4\uac00 \uc5b4\ub514\uc5d0 \uc788\ub294\uc9c0 \uc2dc\uac01\ud654\ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \uae08\uc735 \uae30\uad00\uc758 \uacbd\uc6b0 \ub2e8\uacc4\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ud30c\uc774\ud504\ub77c\uc778 \ub2e8\uacc4<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc124\uba85<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc804\ub9dd<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucd08\uae30 \uc5f0\ub77d\ucc98\uac00 \ucea1\ucc98\ub418\uc5c8\uc73c\ub098 \uc544\uc9c1 \uc591\uc2dd\uc774 \uc804\uc1a1\ub418\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \uc2dc\uc791<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d\uc774 \uc628\ubcf4\ub529 \uc591\uc2dd\uc744 \ubc1b\uc558\uc2b5\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \uc2b9\uc778<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4\uac00 \ubaa8\ub4e0 \ubb38\uc11c\ub97c \uac80\uc99d\ud588\uc2b5\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uacc4\uc88c \uac1c\uc124<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucf54\uc5b4 \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uc5d0 \uacc4\uc88c \ubc88\ud638\uac00 \ud560\ub2f9\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uccab \ud380\ub529<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucd5c\ucd08 \uc785\uae08 \ub610\ub294 \uc774\uccb4 \uc218\ub839<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc644\uc804 \ud65c\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8\uac00 \ud3ec\ud138 \uc561\uc138\uc2a4\ub85c \uc791\ub3d9 \uc911\uc785\ub2c8\ub2e4.<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ub2e8\uacc4\ub97c \ud1b5\ud574 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc62c\ubc14\ub978 \uc6b0\uc120\uc21c\uc704\uc5d0 \uc9d1\uc911\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc804\ud658\uc728\uacfc \ubcd1\ubaa9\ud604\uc0c1\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-customising-crm-fields\">CRM \ud544\ub4dc \uc0ac\uc6a9\uc790 \uc9c0\uc815<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\ub9ac\uc790\ub294 \uad50\uc721\uae30\uad00\uc5d0 \ud544\uc694\ud55c \ud2b9\uc815 \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\ub97c \ucea1\ucc98\ud558\ub3c4\ub85d InvestGlass\uc758 \ud544\ub4dc\ub97c \uc0ac\uc6a9\uc790 \uc9c0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub0a9\uc138 \uac70\uc8fc\uc9c0 \ubc0f \uad6d\uc801 \uc815\ubcf4<\/li>\n\n\n\n<li>MiFID II \ub610\ub294 LSFin \ubd84\ub958<\/li>\n\n\n\n<li>\ud22c\uc790 \ubaa9\ud45c \ubc0f \uc704\ud5d8 \uc131\ud5a5<\/li>\n\n\n\n<li>\uc7ac\uc0b0\uc758 \ucd9c\ucc98 \ubc0f \uc790\uae08 \ucd9c\ucc98 \ubb38\uc11c<\/li>\n\n\n\n<li>\uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c \uc2e0\uace0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc740 \uace0\uac1d \uc628\ubcf4\ub529 \uc911\uc5d0 \uc218\uc9d1\ub41c \ubaa8\ub4e0 \ub370\uc774\ud130 \uc694\uc18c\uac00 \uaddc\uc815 \uc900\uc218 \ubc0f \ubcf4\uace0 \uc2dc\uc2a4\ud15c\uc73c\ub85c \ubc14\ub85c \uc804\ub2ec\ub418\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configuring-user-roles-and-permissions\">\uc0ac\uc6a9\uc790 \uc5ed\ud560 \ubc0f \uad8c\ud55c \uad6c\uc131<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uc0ac\ub78c\uc774 \ubaa8\ub4e0 \uac83\uc744 \ubcfc \ud544\uc694\ub294 \uc5c6\uc2b5\ub2c8\ub2e4. InvestGlass\uc5d0\uc11c\ub294 \uc138\ubd84\ud654\ub41c \uad8c\ud55c \uc124\uc815\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ud560\ub2f9\ub41c \uace0\uac1d\uacfc \uae30\ud68c\uc5d0 \uc561\uc138\uc2a4\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\uac00 \ubaa8\ub4e0 KYC \ubb38\uc11c \ubc0f \uc2b9\uc778 \ub300\uae30\uc5f4\uc744 \uac80\ud1a0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubc31\uc624\ud53c\uc2a4 \uc9c1\uc6d0\uc774 \ud22c\uc790 \uc138\ubd80 \uc815\ubcf4\ub97c \ubcf4\uc9c0 \uc54a\uace0\ub3c4 \uacc4\uc815 \uc124\uc815\uc744 \uad00\ub9ac\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uad00\ub9ac \ub300\uc2dc\ubcf4\ub4dc\uc5d0\ub294 \uac1c\ubcc4 \ud074\ub77c\uc774\uc5b8\ud2b8 \ub370\uc774\ud130\ub97c \ub178\ucd9c\ud558\uc9c0 \uc54a\uace0 \uc9d1\uacc4\ub41c \uba54\ud2b8\ub9ad\uc774 \ud45c\uc2dc\ub429\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-connecting-to-core-systems\">\ud575\uc2ec \uc2dc\uc2a4\ud15c\uc5d0 \uc5f0\uacb0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uc728\uc131\uc744 \uadf9\ub300\ud654\ud558\ub824\uba74 API\ub97c \ud1b5\ud574 \ud575\uc2ec \ubc45\ud0b9 \ub610\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2dc\uc2a4\ud15c\uc5d0 InvestGlass\ub97c \uc5f0\uacb0\ud558\uc138\uc694. \uc774\ub807\uac8c \ub3d9\uae30\ud654\ud558\uba74 \ubc45\ud0b9 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uacc4\uc88c \ubc88\ud638\uac00 \uc0dd\uc131\ub418\uba74 InvestGlass\uc758 \uc628\ubcf4\ub529 \uc0c1\ud0dc\uac00 \uc790\ub3d9\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ub429\ub2c8\ub2e4. \uc218\ub3d9\uc73c\ub85c \uc870\uc815\ud560 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-digital-onboarding-and-kyc-forms\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \uc591\uc2dd \ub514\uc790\uc778\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc591\uc2dd\uc740 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9, \uc18c\ub9e4 \ubc45\ud0b9 \ubc0f \uae30\uad00 \uace0\uac1d\uc73c\ub85c\ubd80\ud130 \uc628\ubcf4\ub529 \ub370\uc774\ud130\uc640 KYC \ubb38\uc11c\ub97c \uc218\uc9d1\ud558\ub294 \ub370 \uc0ac\uc6a9\ub418\ub294 \ucf54\ub4dc\uac00 \uc5c6\ub294 \ub514\uc9c0\ud138 \uc591\uc2dd\uc785\ub2c8\ub2e4. \uadf8\ub9ac\uace0 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ec%96%91%ec%8b%9d-%eb%b9%8c%eb%8d%94\/\" target=\"_blank\" rel=\"noopener\" title=\"\uc591\uc2dd \ube4c\ub354\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5902\">\uc591\uc2dd \ube4c\ub354<\/a> \ub97c \uc0ac\uc6a9\ud558\uba74 \uaddc\uc815 \uc900\uc218, \ub9c8\ucf00\ud305 \ubc0f \uc6b4\uc601 \ud300\uc774 \ud504\ub85c\uadf8\ub798\ubc0d \uc804\ubb38 \uc9c0\uc2dd \uc5c6\uc774\ub3c4 \ub514\uc790\uc778\uc5d0 \ub300\ud574 \ud611\uc5c5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-a-wealth-management-onboarding-form\">\uc790\uc0b0 \uad00\ub9ac \uc628\ubcf4\ub529 \uc591\uc2dd \uad6c\ucd95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc758 \uc790\uc0b0 \uad00\ub9ac \uace0\uac1d\uc744 \uc704\ud55c \uc2e4\uc81c \uc0ac\ub840\ub97c \uc0b4\ud3b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uc591\uc2dd\uc774 \uc218\uc9d1\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e0\uc6d0 \uc139\uc158<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc804\uccb4 \ubc95\uc801 \uc774\ub984 \ubc0f \uc0dd\ub144\uc6d4\uc77c<\/li>\n\n\n\n<li>\uc5ec\uad8c \ub610\ub294 \uc8fc\ubbfc\ub4f1\ub85d\ubc88\ud638<\/li>\n\n\n\n<li>\uc8fc\uc18c \uc99d\uba85\uc774 \uc5c5\ub85c\ub4dc\ub41c \ud604\uc7ac \uac70\uc8fc\uc9c0 \uc8fc\uc18c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc7ac\ubb34 \ud504\ub85c\ud544 \uc139\uc158<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5f0\uac04 \uc18c\ub4dd \ubc94\uc704<\/li>\n\n\n\n<li>\uc8fc \uac70\uc8fc\uc9c0\ub97c \uc81c\uc678\ud55c \uc21c\uc790\uc0b0<\/li>\n\n\n\n<li>\ubd80\uc758 \uc6d0\ucc9c \uc124\uba85<\/li>\n\n\n\n<li>\uc790\uc0b0\uad70\ubcc4 \ud22c\uc790 \uacbd\ud5d8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc801\ud569\uc131 \uc139\uc158<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud22c\uc790 \uae30\uac04(\ub2e8\uae30, \uc911\uae30, \uc7a5\uae30)<\/li>\n\n\n\n<li>\uc704\ud5d8 \uac10\uc218\uc131 \uc124\ubb38\uc9c0<\/li>\n\n\n\n<li>\uc720\ub3d9\uc131 \uc694\uad6c \uc0ac\ud56d<\/li>\n\n\n\n<li>\ud2b9\uc815 \ud22c\uc790 \uc81c\ud55c \ub610\ub294 \uc120\ud638 \uc0ac\ud56d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-using-dynamic-fields-and-conditional-logic\">\ub3d9\uc801 \ud544\ub4dc \ubc0f \uc870\uac74\ubd80 \ub17c\ub9ac \uc0ac\uc6a9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c4\uc815\ud55c \ud798\uc740 \uc870\uac74\ubd80 \ub17c\ub9ac\uc5d0\uc11c \ub098\uc635\ub2c8\ub2e4. \uae30\uc5c5 \uacc4\uc815 \uc591\uc2dd\uc740 \uc790\ub3d9\uc73c\ub85c \ub2e4\uc74c\uc744 \uc694\uccad\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>25% \uc774\uc0c1\uc758 \uc18c\uc720\uad8c\uc744 \uac00\uc9c4 \uc2e4\uc18c\uc720\uc790<\/li>\n\n\n\n<li>\ub514\ub809\ud130 \ubc0f \uc11c\uba85\uc790 \uc815\ubcf4<\/li>\n\n\n\n<li>\ud68c\uc0ac \ub4f1\ub85d \uc11c\ub958<\/li>\n\n\n\n<li>\uae30\uc5c5 \uad6c\uc870 \ub2e4\uc774\uc5b4\uadf8\ub7a8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\uba74 \uc18c\ub9e4 \uace0\uac1d\uc740 \uac1c\ubcc4 \uc138\ubd80 \uc0ac\ud56d\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \uac04\uc18c\ud654\ub41c \ubc84\uc804\uc744 \ubcf4\uac8c \ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub3d9\uc801 \ub3d9\uc791\uc740 \uc591\uc2dd\uc744 \uac04\uacb0\ud558\uac8c \uc720\uc9c0\ud558\uba74\uc11c \uaddc\uc815\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \uc0ac\ud56d\uc744 \uc815\ud655\ud558\uac8c \uc218\uc9d1\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mandatory-fields-and-document-uploads\">\ud544\uc218 \ud544\ub4dc \ubc0f \ubb38\uc11c \uc5c5\ub85c\ub4dc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc591\uc2dd\uc5d0\uc11c \uc911\uc694\ud55c KYC \ub370\uc774\ud130\uc5d0 \ub300\ud55c \ud544\uc218 \ud544\ub4dc\ub97c \uc801\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5ec\uad8c \ubc88\ud638 \ub610\ub294 \uad6d\uac00 \uc2e0\ubd84\uc99d<\/li>\n\n\n\n<li>\ub0a9\uc138\uc790 \uc2dd\ubcc4 \ubc88\ud638<\/li>\n\n\n\n<li>PEP \uc2e0\uace0 \ubc0f \uc81c\uc7ac \uc2ec\uc0ac \uc9c8\ubb38<\/li>\n\n\n\n<li>\uc11c\uba85\ub41c \uc774\uc6a9 \uc57d\uad00 \ud655\uc778\uc11c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\uc77c \uc5c5\ub85c\ub4dc \ud544\ub4dc\ub97c \ud1b5\ud574 \uace0\uac1d\uc740 InvestGlass\uc5d0 \uc9c1\uc811 \ubb38\uc11c\ub97c \ucca8\ubd80\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2e0\ubd84\uc99d \uc0ac\ubcf8, \uc8fc\uc18c \uc99d\uba85, \uc740\ud589 \uba85\uc138\uc11c, \uc790\uc0b0 \ucd9c\ucc98 \uc99d\uba85\uc774 \ubaa8\ub450 \uc774\uba54\uc77c \ucca8\ubd80 \ud30c\uc77c \uc5c6\uc774 \ud558\ub098\uc758 \uace0\uac1d \uae30\ub85d\uc73c\ub85c \ud1b5\ud569\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-launching-a-new-client-onboarding-journey\">\uc2e0\uaddc \uace0\uac1d \uc628\ubcf4\ub529 \uc5ec\uc815 \uc2dc\uc791\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc0c8\ub85c \uc2dc\uc791\ud558\uba74 \ub2e4\uc74c\uacfc \uac19\uc740 \uc77c\uc774 \ubc1c\uc0dd\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=\"5901\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \uc5d0\uc11c.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-create-the-contact-record\">1\ub2e8\uacc4: \uc5f0\ub77d\ucc98 \ub808\ucf54\ub4dc \ub9cc\ub4e4\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\ub294 CRM\uc5d0 \uc0c8 \ub9ac\ub4dc \ub610\ub294 \uc5f0\ub77d\ucc98 \ub808\ucf54\ub4dc\ub97c \ub9cc\ub4ed\ub2c8\ub2e4. \ucd08\uae30 \ubbf8\ud305\uc774\ub098 \ud1b5\ud654\ub97c \uae30\ub85d\ud558\uace0 \uace0\uac1d\uc758 \uba85\uc2dc\ub41c \ubaa9\ud45c\ub97c \uae30\ub85d\ud55c \ub2e4\uc74c \ud574\ub2f9 \uc7a0\uc7ac \uace0\uac1d\uc744 \uc801\uc808\ud55c \uc628\ubcf4\ub529 \ud30c\uc774\ud504\ub77c\uc778\uc5d0 \ubc30\uc815\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-select-and-send-the-onboarding-form\">2\ub2e8\uacc4: \uc628\ubcf4\ub529 \uc591\uc2dd \uc120\ud0dd \ubc0f \ubcf4\ub0b4\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c1\ud488 \uc720\ud615\uc5d0 \ub530\ub77c \uad00\ub9ac\uc790\ub294 \uc801\ud569\ud55c InvestGlass \uc591\uc2dd \ud15c\ud50c\ub9bf\uc744 \uc120\ud0dd\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud22c\uc790 \uacb0\uc815\uc744 \uc704\uc784\ud558\ub294 \uace0\uac1d\uc744 \uc704\ud55c \uc77c\uc784 \uc704\uc784\uc7a5<\/li>\n\n\n\n<li>\uac70\ub798 \uc804 \ucd94\ucc9c\uc744 \uc6d0\ud558\ub294 \uace0\uac1d\uc744 \uc704\ud55c \uc790\ubb38 \uc758\ubb34\ud654<\/li>\n\n\n\n<li>\ubcf4\ud638 \uc0c1\ud488\uc5d0 \ub300\ud55c \ubcf4\ud5d8 \uc815\ucc45 \uc2e0\uccad<\/li>\n\n\n\n<li>\uc9c1\uc811 \ud22c\uc790\ub97c \uad00\ub9ac\ud558\ub294 \uace0\uac1d\uc744 \uc704\ud55c \ucee4\uc2a4\ud130\ub514 \uacc4\uc815<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc591\uc2dd\uc740 \ubcf4\uc548 \ub9c1\ud06c\ub97c \ud1b5\ud574 \ub610\ub294 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc744 \ud1b5\ud574 \uc9c1\uc811 \uc804\uc1a1\ub429\ub2c8\ub2e4. \uc554\ud638\ud654\ub418\uc9c0 \uc54a\uc740 \uc774\uba54\uc77c\uc744 \ud1b5\ud574 \ubbfc\uac10\ud55c \ub370\uc774\ud130\uac00 \uc804\uc1a1\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-client-completes-the-digital-experience\">3\ub2e8\uacc4: \uace0\uac1d\uc774 \ub514\uc9c0\ud138 \uacbd\ud5d8\uc744 \uc644\uc131\ud569\ub2c8\ub2e4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc740 \uac00\ub2a5\ud55c \uacf3\uc5d0\uc11c \ube0c\ub79c\ub4dc \uacbd\ud5d8\uc744 \uc81c\uacf5\ubc1b\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc2a4\ud06c\ud1b1 \ub610\ub294 \ubaa8\ubc14\uc77c\uc5d0\uc11c \uc591\uc2dd \uc791\uc131<\/li>\n\n\n\n<li>\uc9c4\ud589 \uc0c1\ud669\uc744 \uc800\uc7a5\ud558\uace0 \ub098\uc911\uc5d0 \ub2e4\uc2dc \ub3cc\uc544\uc624\uae30<\/li>\n\n\n\n<li>\uc9c0\uc6d0\ub418\ub294 \ud615\uc2dd\uc73c\ub85c \ud544\uc694\ud55c \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc778\uc1c4 \uc5c6\uc774 \ub514\uc9c0\ud138 \uc11c\uba85<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ub9e4 \uace0\uac1d\uc758 \uacbd\uc6b0 \uc804\uccb4 \ud504\ub85c\uc138\uc2a4\ub294 \uc77c\ubc18\uc801\uc73c\ub85c 10~30\ubd84 \uc815\ub3c4 \uc18c\uc694\ub429\ub2c8\ub2e4. \ubaa8\ubc14\uc77c \uc571\uc744 \uc0ac\uc6a9\ud558\uba74 \uc77c\ubd80 \uac04\ub2e8\ud55c \uacc4\uc815\uc740 5\ubd84 \uc774\ub0b4\uc5d0 \uc644\ub8cc\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-automated-reminders\">4\ub2e8\uacc4: \uc790\ub3d9 \ub9ac\ub9c8\uc778\ub354<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc544\uc9c1 \uc591\uc2dd\uc744 \uc81c\ucd9c\ud558\uc9c0 \uc54a\uc558\uac70\ub098 \uc11c\ub958\uac00 \ub204\ub77d\ub41c \uace0\uac1d\uc5d0\uac8c \uc790\ub3d9 \uc774\uba54\uc77c \ub610\ub294 SMS \ub9ac\ub9c8\uc778\ub354\ub97c \ubcf4\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \ubc88\uac70\ub85c\uc6b4 \ud6c4\uc18d \uc5f0\ub77d\uc744 \uc5c6\uc560\uace0 \uc218\ub3d9 \uc791\uc5c5 \uc5c6\uc774\ub3c4 \ucd94\uc9c4\ub825\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Form-Builder.png\" alt=\"\" class=\"wp-image-48311\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automating-compliance-kyc-and-aml-checks\">\uaddc\uc815 \uc900\uc218, KYC \ubc0f AML \uac80\uc0ac \uc790\ub3d9\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d\uc54c\uae30\uc81c\ub3c4(KYC), \uc790\uae08\uc138\ud0c1\ubc29\uc9c0(AML), \ub7f0\ub358\uc99d\uad8c\uac70\ub798\uc704\uc6d0\ud68c(LSFin), \uae08\uc735\uc0c1\ud488\ud22c\uc790\ubc95(MiFID II) \uac00\uc774\ub4dc\ub77c\uc778\uc744 \uc900\uc218\ud574\uc57c \ud558\ub294 \uaddc\uc81c \ub300\uc0c1 \uae08\uc735\uae30\uad00\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uaddc\uc815 \uc900\uc218\ub97c \uc0ac\ud6c4 \uace0\ub824 \uc0ac\ud56d\uc73c\ub85c \ucde8\uae09\ud558\uc9c0 \uc54a\uace0 \ubaa8\ub4e0 \ub2e8\uacc4\uc5d0 \ud3ec\ud568\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automatic-data-mapping\">\uc790\ub3d9 \ub370\uc774\ud130 \ub9e4\ud551<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc774 \uc591\uc2dd\uc744 \uc81c\ucd9c\ud558\uba74 \ub370\uc774\ud130\uac00 \uc790\ub3d9\uc73c\ub85c CRM \uae30\ub85d\uc5d0 \ub9e4\ud551\ub429\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\ub294 \uc774\uba54\uc77c\uacfc \ud3f4\ub354\uc5d0\uc11c \ubb38\uc11c\ub97c \ucc3e\uc544\ub2e4\ub2c8\uc9c0 \uc54a\uace0\ub3c4 \ud55c \ud654\uba74\uc5d0\uc11c \uc804\uccb4 \ud504\ub85c\ud544\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-risk-scoring-and-screening-workflows\">\uc704\ud5d8 \uc810\uc218 \ubc0f \uc2ec\uc0ac \uc6cc\ud06c\ud50c\ub85c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc6cc\ud06c\ud50c\ub85c\uac00 \ud2b8\ub9ac\uac70\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uad6c\uc131 \uac00\ub2a5\ud55c \uae30\uc900\uc5d0 \ub530\ub77c \uc790\ub3d9\ud654\ub41c \uc704\ud5d8 \uc810\uc218 \ubd80\uc5ec<\/li>\n\n\n\n<li>PEP \ubc0f \uc81c\uc7ac \uc2ec\uc0ac \ud1b5\ud569<\/li>\n\n\n\n<li>\uace0\uc704\ud5d8 \ud074\ub77c\uc774\uc5b8\ud2b8\ub97c \uc218\ub3d9 \uac80\ud1a0 \ub300\uae30\uc5f4\ub85c \ub77c\uc6b0\ud305\ud558\uae30<\/li>\n\n\n\n<li>\uc2e4\uc0ac \uc791\uc5c5 \ud560\ub2f9 \uac15\ud654<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-approval-workflows\">\uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc815\ub41c \uc2b9\uc778\uc790\uac00 \ub514\uc9c0\ud138 \ubc29\uc2dd\uc73c\ub85c \uc11c\uba85\ud558\uae30 \uc804\uae4c\uc9c0\ub294 \uc5b4\ub5a4 \uacc4\uc815\ub3c4 \uac1c\uc124\ub41c \uac83\uc73c\ub85c \ud45c\uc2dc\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\ub294 \uc9c1\ub82c \ub610\ub294 \ubcd1\ub82c \ubaa8\ub4dc\ub85c \uc791\ub3d9\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>\uc6cc\ud06c\ud50c\ub85c \uc720\ud615<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc791\ub3d9 \ubc29\uc2dd<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\ub9ac\uc5bc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218 \ubd80\uc11c\uc5d0\uc11c \uba3c\uc800 \uc2b9\uc778\ud55c \ub2e4\uc74c, \uad00\ub9ac \ubd80\uc11c\uc5d0\uc11c \uc2b9\uc778\ud558\uace0 \uc6b4\uc601 \ubd80\uc11c\uc5d0\uc11c \uc2b9\uc778\ud569\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcd1\ub82c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5ec\ub7ec \ud300\uc774 \uc5f0\ub77d\ucc98, \ubb38\uc11c, \uacc4\uc815\uc5d0 \ub300\ud574 \ub3d9\uc2dc\uc5d0 \ud22c\ud45c\ud558\uae30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud558\uc774\ube0c\ub9ac\ub4dc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub5a4 \uc2b9\uc778\uc740 \ubcd1\ub82c\ub85c \uc2e4\ud589\ub418\uace0 \uc5b4\ub5a4 \uc2b9\uc778\uc740 \uc21c\ucc28\uc801 \uacb0\uc7ac\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uac70\ubd80\ub418\uba74 \uc790\ub3d9\uc73c\ub85c \ub300\uc0c1 \ubb38\uc11c \uc694\uccad\uc774 \uace0\uac1d \ub610\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \ub2e4\uc2dc \uc804\ub2ec\ub418\uc5b4 \ud569\uc758\uac00 \uc774\ub8e8\uc5b4\uc9c8 \ub54c\uae4c\uc9c0 \ud3d0\uc1c4 \ub8e8\ud504\uac00 \ub9cc\ub4e4\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-example\">\uc2e4\uc81c \uc0ac\ub840<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucde8\ub9ac\ud788\uc758 \ud55c \uc0c1\uc5c5 \uc740\ud589\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uae30 \uc804\uc5d0 \ubaa8\ub4e0 \uc2e0\uaddc \uace0\uac1d\uc774 AML \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub97c \ud1b5\uacfc\ud558\ub3c4\ub85d \ud558\uae30 \uc704\ud574 InvestGlass\ub97c \uc0ac\uc6a9\ud588\uc2b5\ub2c8\ub2e4. \uacb0\uacfc\ub294? \uacc4\uc88c \uac1c\uc124 \uc2dc\uac04\uc774 40\uc77c\uc5d0\uc11c \ub2e8 2\uc77c\ub85c \ub2e8\ucd95\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ubd88\uc644\uc804\ud55c \ubb38\uc11c\uc640 \uad00\ub828\ub41c \uac10\uc0ac \uacb0\uacfc\uac00 \uac70\uc758 \uc0ac\ub77c\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-using-ai-and-automation-to-streamline-onboarding\">AI\uc640 \uc790\ub3d9\ud654\ub97c \ud1b5\ud55c \uc628\ubcf4\ub529 \uac04\uc18c\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378\uc744 \ud3ec\ud568\ud55c AI\ub97c \ud1b5\ud569\ud558\uc5ec \uc628\ubcf4\ub529 \uacfc\uc815\uc5d0\uc11c \ud504\ub7f0\ud2b8\uc624\ud53c\uc2a4\uc640 \uaddc\uc815 \uc900\uc218 \ud300\uc758 \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-powered-risk-summaries\">AI \uae30\ubc18 \uc704\ud5d8 \uc694\uc57d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \uace0\uac1d \uae30\ub85d\uc5d0 \ud45c\uc2dc\ub418\ub294 \uac04\uacb0\ud55c \uc704\ud5d8 \ud504\ub85c\ud544\ub85c \uae34 KYC \uc124\ubb38\uc9c0\ub97c \uc694\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ud658\uc601 \uc804\ud654\ub97c \ud558\uae30 \uc804\uc5d0 \uc6d0\uc2dc \uc751\ub2f5 \ud398\uc774\uc9c0\ub97c \uc2a4\ud06c\ub864\ud558\uc9c0 \uc54a\uace0\ub3c4 \uba85\ud655\ud55c \uac1c\uc694\ub97c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-task-assignment\">\uc790\ub3d9\ud654\ub41c \uc791\uc5c5 \ud560\ub2f9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc5d0\uc11c \uad6c\uc131 \uac00\ub2a5\ud55c \uc790\ub3d9\ud654 \uae30\ub2a5\uc744 \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud2b9\uc815 \uc870\uac74\uc774 \ucda9\uc871\ub418\uba74 \ud6c4\uc18d \uc791\uc5c5 \ud560\ub2f9\ud558\uae30<\/li>\n\n\n\n<li>KYC \uc2b9\uc778 \ud6c4 \uc790\ub3d9\uc73c\ub85c \ud658\uc601 \ud1b5\ud654 \uc608\uc57d<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8\uac00 \ub514\uc9c0\ud138 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc644\ub8cc\ud558\uba74 \ub0b4\ubd80 \uc54c\ub9bc\uc744 \ud2b8\ub9ac\uac70\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc9c0\uc5f0\ub41c \uc628\ubcf4\ub529\uc744 \uad00\ub9ac\uc790\uc5d0\uac8c \uc5d0\uc2a4\uceec\ub808\uc774\uc158\ud558\uae30<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-personalised-communications\">\uac1c\uc778\ud654\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \uc628\ubcf4\ub529 \uacfc\uc815\uc5d0\uc11c \uc218\uc9d1\ud55c \uc815\ubcf4\uc5d0 \ub530\ub77c \uac1c\uc778\ud654\ub41c \ud658\uc601 \uba54\uc2dc\uc9c0 \ub610\ub294 \ud22c\uc790 \uc815\ucc45 \uc694\uc57d\uc744 \uc0dd\uc131\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4. \uc774\ub294 \uc77c\ubc18\uc801\uc778 \ud15c\ud50c\ub9bf\uc774 \uc544\ub2c8\ub77c \uace0\uac1d\uc774 \uba85\uc2dc\ud55c \uae30\ubcf8 \uc124\uc815\uc744 \ucc38\uc870\ud55c \ub9de\ucda4\ud615 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-protection\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ubcf4\ud638<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uc790\ub3d9\ud654\ub294 \ud1b5\uc81c\ub41c InvestGlass \ud658\uacbd \ub0b4\uc5d0\uc11c \uc2e4\ud589\ub429\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uce59\uc744 \uc900\uc218\ud558\uba70 \uc678\ubd80 \ub3c4\uad6c\uc640 \ud1b5\uc81c\ub418\uc9c0 \uc54a\uc740 \ub370\uc774\ud130 \uacf5\uc720\ub294 \uc5c6\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uc815\ubcf4\ub294 \uc6d0\ub798 \uc704\uce58\uc5d0 \uc720\uc9c0\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-connecting-onboarding-to-portfolio-management-and-client-portal\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uace0\uac1d \ud3ec\ud138\uc5d0 \uc628\ubcf4\ub529 \uc5f0\uacb0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc774 \uacc4\uc88c\ub97c \ud655\uc778\ud558\uace0, \ud22c\uc790\ub97c \uad00\ub9ac\ud558\uace0, \uae30\uad00\uacfc \uc0c1\ud638 \uc791\uc6a9\ud560 \uc218 \uc788\uc744 \ub54c\uae4c\uc9c0 \uc628\ubcf4\ub529\uc740 \uc644\ub8cc\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc774 \uc810\uc774 \ubc14\ub85c InvestGlass\uc758 \uc9c4\uc815\ud55c \ucc28\ubcc4\ud654 \ud3ec\uc778\ud2b8\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-seamless-portfolio-integration\">\uc6d0\ud65c\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud1b5\ud569<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ubd80\uc11c\uc5d0\uc11c \ud30c\uc77c\uc744 \uc2b9\uc778\ud558\uba74 InvestGlass\ub294 \uace0\uac1d \ub370\uc774\ud130\ub97c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubaa8\ub4c8\ub85c \ud478\uc2dc\ud569\ub2c8\ub2e4. \uc815\ubcf4\ub97c \ub2e4\uc2dc \uc785\ub825\ud560 \ud544\uc694 \uc5c6\uc774 \uc0c1\ud488, \ubaa8\ub378, \uc704\uc784\uc7a5\uc774 \uc0dd\uc131\ub429\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 20~44%\uc758 \ud544\ub4dc\ub97c \uc790\ub3d9\uc73c\ub85c \ubbf8\ub9ac \ucc44\uc6b8 \uc218 \uc788\uc5b4 \uc911\ubcf5 \ub370\uc774\ud130 \uc785\ub825\uc744 \uc5c6\uc571\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal-activation\">\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \ud65c\uc131\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc740 CRM\uc5d0\uc11c \ubc14\ub85c \ud65c\uc131\ud654\ub429\ub2c8\ub2e4. \uace0\uac1d\uc740 \ub2e4\uc74c\uc5d0 \uc548\uc804\ud558\uac8c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc628\ubcf4\ub529 \ubb38\uc11c \ubc0f \uc11c\uba85\ub41c \uacc4\uc57d\uc11c<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \uc124\ubb38\uc9c0 \ubc0f \uc704\ud5d8 \ud504\ub85c\ud544<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc11c \ubc0f \uc131\uacfc \ubd84\uc11d<\/li>\n\n\n\n<li>\uad00\uacc4 \uad00\ub9ac\uc790\uc640\uc758 \ubcf4\uc548 \uba54\uc2dc\uc9d5<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation-integration\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \ud1b5\ud569<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \ud750\ub984\uc740 \uc2e0\uaddc \uace0\uac1d\uc774 \ucc98\uc74c 30\uc77c \ub3d9\uc548 \uad50\uc721 \ucf58\ud150\uce20\ub97c \ubc1b\uc744 \uc218 \uc788\ub3c4\ub85d \uc5f0\uacb0\ub429\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc640 \uad00\ub828\ub41c \uc2dc\uc7a5 \uc0c1\ud669 \uc5c5\ub370\uc774\ud2b8<\/li>\n\n\n\n<li>\ud50c\ub7ab\ud3fc \ud29c\ud1a0\ub9ac\uc5bc \ubc0f \uae30\ub2a5 \uc18c\uac1c<\/li>\n\n\n\n<li>\uad00\ud560 \uc9c0\uc5ed\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \uaddc\uc81c \uacf5\uac1c \uc0ac\ud56d<\/li>\n\n\n\n<li>\uc6e8\ube44\ub098 \ub610\ub294 \uace0\uac1d \uc774\ubca4\ud2b8 \ucd08\ub300\uc7a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uae34\ubc00\ud55c \ud1b5\ud569\uc740 \uc624\ub958\ub97c \uc904\uc774\uace0, \uccab \ud22c\uc790 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uba70, \uc77c\ud68c\uc131 \uc628\ubcf4\ub529 \uc774\ubca4\ud2b8\uac00 \uc544\ub2cc \uc9c0\uc18d\uc801\uc778 \ub514\uc9c0\ud138 \uc5ec\uc815\uc744 \ub9cc\ub4e4\uc5b4\ub0c5\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-2.png\" alt=\"\uace0\uac1d \uc628\ubcf4\ub529\uc5d0 InvestGlass CRM\uc744 \uc0ac\uc6a9\ud558\ub294 \ubc29\ubc95\" class=\"wp-image-48974\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-2.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-2-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-2-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-successful-client-onboarding-with-investglass\">InvestGlass\uc758 \uc131\uacf5\uc801\uc778 \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uc704\ud55c \ubaa8\ubc94 \uc0ac\ub840<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc220\ub9cc\uc73c\ub85c\ub294 \uc6b4\uc601\uc744 \ud601\uc2e0\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. InvestGlass\ub97c \ubc30\ud3ec\ud560 \ub54c \ud504\ub85c\uc138\uc2a4 \uc124\uacc4\ub3c4 \ub9c8\ucc2c\uac00\uc9c0\ub85c \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardise-templates-by-segment\">\uc138\uadf8\uba3c\ud2b8\ubcc4 \ud15c\ud50c\ub9bf \ud45c\uc900\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc591\ud55c \uace0\uac1d \uc720\ud615\uc5d0 \ub9de\ub294 \uace0\uc720\ud55c \uc628\ubcf4\ub529 \ud15c\ud50c\ub9bf\uc744 \ub9cc\ub4dc\uc138\uc694:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8 \uc138\uadf8\uba3c\ud2b8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud15c\ud50c\ub9bf \ud3ec\ucee4\uc2a4<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uc561 \uc790\uc0b0\uac00<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\uad04\uc801\uc778 \uc801\ud569\uc131, \ubd80\uc758 \uc6d0\ucc9c, \ubcf5\uc7a1\ud55c \uad6c\uc870<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc18c\ub9e4 \uace0\uac1d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac04\uc18c\ud654\ub41c KYC, \ube60\ub978 \uc644\ub8cc, \ubaa8\ubc14\uc77c \ucd5c\uc801\ud654<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc911\uc18c\uae30\uc5c5 \ubc0f \uae30\uc5c5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2e4\uc9c8\uc801 \uc18c\uc720\uad8c, \uc774\uc0ac, \uad8c\ud55c \uc788\ub294 \uc11c\uba85\uc778<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uae30\uad00 \ud22c\uc790\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2e4\uc0ac \uc124\ubb38\uc9c0, \uc758\ubb34 \ubb38\uc11c\ud654<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-monitor-dashboards-for-bottlenecks\">\ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc704\ud55c \ub300\uc2dc\ubcf4\ub4dc \ubaa8\ub2c8\ud130\ub9c1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub300\uc2dc\ubcf4\ub4dc\uc5d0\uc11c \uc628\ubcf4\ub529 \ub370\uc774\ud130\ub97c \uc815\uae30\uc801\uc73c\ub85c \uac80\ud1a0\ud558\uc138\uc694. \ucd94\uc801\ud574\uc57c \ud560 \uc8fc\uc694 \uba54\ud2b8\ub9ad\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc591\uc2dd \uc804\uc1a1\uacfc KYC \uc2b9\uc778 \uc0ac\uc774\uc758 \ud3c9\uade0 \uc2dc\uac04<\/li>\n\n\n\n<li>\uc591\uc2dd \uc720\ud615\ubcc4 \uc644\ub8cc\uc728<\/li>\n\n\n\n<li>\uac00\uc7a5 \uc77c\ubc18\uc801\uc778 \uac70\ubd80 \uc774\uc720<\/li>\n\n\n\n<li>\uace0\uac1d \uc5ec\uc815\uc758 \ub4dc\ub86d\uc624\ud504 \uc9c0\uc810<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \ud1b5\ud574 \ub9c8\ucc30\uc774 \ubc1c\uc0dd\ud558\ub294 \ubd80\ubd84\uc744 \ud30c\uc545\ud558\uace0 \ud504\ub85c\uc138\uc2a4\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-train-your-teams\">\ud300 \uad50\uc721<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\uc640 \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\uac00 InvestGlass \uae30\ub2a5\uc744 \uc644\uc804\ud788 \ucc44\ud0dd\ud558\ub3c4\ub85d \ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub178\ud2b8 \ubc0f \ud65c\ub3d9 \ub85c\uae45<\/li>\n\n\n\n<li>\uc791\uc5c5 \uc0dd\uc131 \ubc0f \ud560\ub2f9<\/li>\n\n\n\n<li>\uc6cc\ud06c\ud50c\ub85c \ud2b8\ub9ac\uac70 \ubc0f \uc2b9\uc778<\/li>\n\n\n\n<li>\ubcf4\uace0 \ubc0f \ub300\uc2dc\ubcf4\ub4dc \uc0ac\uc6a9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3c4\uad6c\ub294 \uadf8\uac83\uc744 \uc0ac\uc6a9\ud558\ub294 \uc0ac\ub78c\ub9cc\ud07c\ub9cc \uac15\ub825\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-start-with-a-pilot\">\ud30c\uc77c\ub7ff\uc73c\ub85c \uc2dc\uc791\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \ubc88\uc5d0 \uc870\uc9c1 \uc804\uccb4\uc5d0 \ub864\uc544\uc6c3\ud558\uae30\ubcf4\ub2e4\ub294 \ud55c \uc9c0\uc5ed \ub610\ub294 \ube44\uc988\ub2c8\uc2a4 \ub77c\uc778\uc5d0\uc11c \ud30c\uc77c\ub7ff\uc73c\ub85c \uc2dc\uc791\ud558\uc138\uc694. \uc77c\uc120 \ud300\uc73c\ub85c\ubd80\ud130 \ud53c\ub4dc\ubc31\uc744 \uc218\uc9d1\ud558\uc138\uc694. \uc591\uc2dd\uacfc \uc6cc\ud06c\ud50c\ub85c\ub97c \uac1c\uc120\ud558\uc138\uc694. \uadf8\ub7f0 \ub2e4\uc74c \uc790\uc2e0\uac10\uc744 \uac00\uc9c0\uace0 \uc870\uc9c1 \uc804\uccb4\ub85c InvestGlass\ub97c \ud655\uc7a5\ud558\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-crm-handle-multi-jurisdictional-onboarding-requirements\">InvestGlass CRM\uc774 \uc5ec\ub7ec \uad00\ud560\uad8c\uc758 \uc628\ubcf4\ub529 \uc694\uad6c \uc0ac\ud56d\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\uae4c?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ud1b5\ud574 \uae30\uad00\uc740 \uc2a4\uc704\uc2a4, \uc720\ub7fd\uc5f0\ud569, \uc911\ub3d9, \uc544\uc2dc\uc544 \ub4f1 \uac01\uae30 \ub2e4\ub978 \uad00\ud560\uad8c\uc758 \uace0\uac1d\uc744 \uc704\ud574 \uc11c\ub85c \ub2e4\ub978 \uc628\ubcf4\ub529 \ud15c\ud50c\ub9bf, \uccb4\ud06c\ub9ac\uc2a4\ud2b8, \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad6d\uac00\ubcc4\ub85c \ud544\ub4dc\uc640 \ud544\uc218 \ubb38\uc11c\uac00 \uc870\uc815\ub418\ubbc0\ub85c \ud300\uc740 \ubcc4\ub3c4\uc758 \uc2dc\uc2a4\ud15c\uc744 \uc720\uc9c0 \uad00\ub9ac\ud558\uc9c0 \uc54a\uace0\ub3c4 \ud604\uc9c0 KYC \ubc0f \uc138\uae08 \uaddc\uc815\uc744 \uc900\uc218\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc2b9\uc778 \ud750\ub984\uc740 \uad00\ud560\uad8c\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc73c\ubbc0\ub85c \uace0\uc704\ud5d8 \ub610\ub294 \uad6d\uacbd\uc744 \ub118\ub294 \uad00\uacc4\uc758 \uacbd\uc6b0 \ucd94\uac00 \uac80\ud1a0 \ub2e8\uacc4\ub97c \uac70\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc720\uc5f0\uc131 \ub355\ubd84\uc5d0 \uc774 \uc194\ub8e8\uc158\uc740 \uad6d\uacbd\uc744 \ub118\ub098\ub4e4\uba70 \uc0ac\uc5c5\uc744 \uc6b4\uc601\ud558\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\uc640 \uc740\ud589\uc5d0 \uc774\uc0c1\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-implement-investglass-for-onboarding\">\uc628\ubcf4\ub529\uc744 \uc704\ud574 InvestGlass\ub97c \uad6c\ud604\ud558\ub294 \ub370 \uac78\ub9ac\ub294 \uc2dc\uac04<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\ud604 \uc77c\uc815\uc740 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c \ub2e4\ub974\uc9c0\ub9cc \ub300\ubd80\ubd84\uc758 \uae30\uc5c5\uc740 \uba87 \uc8fc \ub0b4\uc5d0 \ud575\uc2ec \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4, \uae30\ubcf8 \uc591\uc2dd \ubc0f \uc0ac\uc6a9\uc790 \uc5ed\ud560\uc744 \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c \ubc0f ID \uacf5\uae09\uc790\uc640\uc758 \ud1b5\ud569\uc744 \uacc4\ud68d\ud558\ub294 \ub300\ud615 \uc740\ud589\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uba87 \ub2ec\uc5d0 \uac78\uccd0 \ub2e8\uacc4\uc801\uc778 \ud504\ub85c\uc81d\ud2b8\ub97c \uc2e4\ud589\ud569\ub2c8\ub2e4. \uae30\uc874 \uc591\uc2dd, KYC \uc815\ucc45, \ub370\uc774\ud130 \ubaa8\ub378\uc744 \ubbf8\ub9ac \uc900\ube44\ud558\uba74 \uad6c\ud604 \ubc0f \ud14c\uc2a4\ud2b8 \uc2dc\uac04\uc744 \ud06c\uac8c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-investglass-suitable-only-for-private-banks\">InvestGlass\ub294 \ud504\ub77c\uc774\ube57 \ubc45\ud06c\uc5d0\ub9cc \uc801\ud569\ud569\ub2c8\uae4c?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \ubbfc\uac04 \uc740\ud589\uc774 InvestGlass\ub97c \uc0ac\uc6a9\ud558\uc9c0\ub9cc, \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc18c\ub9e4 \uc740\ud589, \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4, \ubcf4\ud5d8\uc0ac, \ubd80\ub3d9\uc0b0 \ud68c\uc0ac, \uc2ec\uc9c0\uc5b4 \uacf5\uacf5 \ubd80\ubb38 \uae30\uad00\uc744 \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc548\uc804\ud55c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, \uad6c\uc870\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ud638\uc2a4\ud305\uc774 \ud544\uc694\ud55c \ubaa8\ub4e0 \uaddc\uc81c \ub300\uc0c1 \uc870\uc9c1\uc774 \ud61c\ud0dd\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ubcf4\ud5d8 \uc911\uac1c\uc5c5\uccb4\ub294 InvestGlass\ub97c \ud1b5\ud574 \ubcf4\ud5d8 \uacc4\uc57d\uc790 \uc628\ubcf4\ub529\uc744 \ub514\uc9c0\ud138\ud654\ud558\uc5ec \ud504\ub85c\uc138\uc2a4 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc6d0\ud65c\ud55c \ubb38\uc11c \uc218\uc9d1 \ubc0f \uaddc\uc815 \uc900\uc218 \ucd94\uc801\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-protect-client-data-during-onboarding\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \uc628\ubcf4\ub529 \uc911 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc5b4\ub5bb\uac8c \ubcf4\ud638\ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uc5ec \uc804\uc1a1 \uc911 \ubc0f \ubbf8\uc0ac\uc6a9 \uc2dc \uc554\ud638\ud654\ub97c \uc2dc\ud589\ud569\ub2c8\ub2e4. \uc138\ubd84\ud654\ub41c \uad8c\ud55c, \uac10\uc0ac \ucd94\uc801 \ubc0f \uc2b9\uc778 \ub85c\uadf8\ub294 \uae30\uad00\uc774 \uaddc\uc81c \uac10\uc0ac \uc911\uc5d0 \uaddc\uc815 \uc900\uc218\ub97c \uc785\uc99d\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uace0\uac1d\uc740 \ubcf4\uc548 \ub9c1\ud06c \ub610\ub294 \ud3ec\ud138\uc744 \ud1b5\ud574 \uc591\uc2dd\uc744 \uc791\uc131\ud558\ubbc0\ub85c \uc554\ud638\ud654\ub418\uc9c0 \uc54a\uc740 \uc774\uba54\uc77c\ub85c \uac1c\uc778 \ubb38\uc11c\ub97c \uc804\uc1a1\ud560 \ud544\uc694\uac00 \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uaddc\uc81c \ub300\uc0c1 \uc0b0\uc5c5\uc5d0\uc11c \ub370\uc774\ud130 \ubcf4\ud638\uc758 \ubbf8\ub798\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-integrate-with-existing-identity-verification-tools\">InvestGlass\ub97c \uae30\uc874 \uc2e0\uc6d0 \ud655\uc778 \ub3c4\uad6c\uc640 \ud1b5\ud569\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 API\ub97c \ud1b5\ud574 \uc678\ubd80 \uc2e0\uc6d0 \ud655\uc778 \uc81c\uacf5\uc5c5\uccb4, \ub514\uc9c0\ud138 \uc11c\uba85 \ud50c\ub7ab\ud3fc \ubc0f \ud575\uc2ec \uc740\ud589 \uc2dc\uc2a4\ud15c\uc5d0 \uc5f0\uacb0\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\uc744 \ud1b5\ud574 \ud655\uc778 \uacb0\uacfc\ub97c CRM\uc5d0 \uc790\ub3d9\uc73c\ub85c \uc785\ub825\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uaddc\uc815 \uc900\uc218 \ud300\uc740 \ud50c\ub7ab\ud3fc\uc744 \ub5a0\ub098\uc9c0 \uc54a\uace0\ub3c4 \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac80\uc0c9 \uc911\uc5d0 \uae30\uad00\uc740 \ud604\uc7ac \uacf5\uae09\uc5c5\uccb4\uc640 InvestGlass\uc5d0 \ub300\ud574 \ub17c\uc758\ud558\uc5ec \uae30\uc220 \uc2a4\ud0dd\uc5d0 \ub9de\ub294 \uc801\uc808\ud55c \ud1b5\ud569 \uacc4\ud68d\uc744 \uc124\uacc4\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uae08\uc735 \uae30\uad00\uc774 \uace0\uac1d \uc628\ubcf4\ub529\uc5d0 \uc811\uadfc\ud558\ub294 \ubc29\uc2dd\uc744 \ud601\uc2e0\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c\uacfc \uac15\ub825\ud55c \uc790\ub3d9\ud654\ub97c \uacb0\ud569\ud55c \uc774 \ud50c\ub7ab\ud3fc\uc740 \uaddc\uc81c \uae30\uad00\uc774 \uc694\uad6c\ud558\ub294 \uaddc\uc815 \uc900\uc218 \ud45c\uc900\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uace0\uac1d \uae30\ubc18\uc744 \ud655\ub300\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ubcf5\uc7a1\ud55c \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uad00\uacc4\ub97c \uad00\ub9ac\ud558\ub4e0 \uc18c\ub9e4 \uacc4\uc88c \uac1c\uc124\uc744 \uac04\uc18c\ud654\ud558\ub4e0 InvestGlass\ub294 \uc774\ub97c \uc2e4\ud604\ud560 \uc218 \uc788\ub294 \uc11c\ube44\uc2a4\uc640 \uc778\ud504\ub77c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub85c \uc628\ubcf4\ub529\uc744 \ud601\uc2e0\ud558\ub294 \ubc29\ubc95\uc744 \uc54c\uc544\ubcfc \uc900\ube44\uac00 \ub418\uc168\ub098\uc694? \uc9c0\uae08 \ubb34\ub8cc \ud3c9\uac00\ud310\uc744 \uc2dc\uc791\ud558\uc5ec \uc2a4\uc704\uc2a4\ub97c \ube44\ub86f\ud55c \uc804 \uc138\uacc4\uc758 \uc8fc\uc694 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uace0\uac1d \uc5ec\uc815\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 InvestGlass\ub97c \uc2e0\ub8b0\ud558\ub294 \uc774\uc720\ub97c \uc54c\uc544\ubcf4\uc138\uc694.<\/p>","protected":false},"excerpt":{"rendered":"<p>InvestGlass CRM centralises digital onboarding, KYC, and client data in a Swiss hosted environment to satisfy strict banking and wealth management regulations Users can launch onboarding in a few clicks by sending InvestGlass Forms, collecting KYC documents, and triggering automated approval workflows Compliance teams can configure KYC, AML, and risk scoring rules without code, ensuring [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48972,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,1006,380,95],"class_list":["post-48945","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-risk-management","tag-swiss-digital-sovereignty","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the 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