{"id":48949,"date":"2026-02-05T14:07:32","date_gmt":"2026-02-05T13:07:32","guid":{"rendered":"https:\/\/www.investglass.com\/your-title-already-includes-the-keyword-perfectly-no-changes-are-needed-the-title-with-the-keyword-is-how-to-meet-banking-compliance-with-a-swiss-crm\/"},"modified":"2026-02-07T13:40:39","modified_gmt":"2026-02-07T12:40:39","slug":"%ec%8a%a4%ec%9c%84%ec%8a%a4-crm%ec%9c%bc%eb%a1%9c-%ec%9d%80%ed%96%89-%ea%b7%9c%ec%a0%95-%ec%a4%80%ec%88%98%eb%a5%bc-%ec%b6%a9%ec%a1%b1%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-meet-banking-compliance-with-a-swiss-crm\/","title":{"rendered":"\uc2a4\uc704\uc2a4 CRM\uc73c\ub85c \uc740\ud589 \uaddc\uc815 \uc900\uc218\ub97c \ucda9\uc871\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 CRM\uc740 \uc740\ud589\uc774 \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \uc8fc\uad8c \uaddc\uce59\uc5d0 \ub530\ub77c \uc2a4\uc704\uc2a4\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \uc720\uc9c0\ud558\uba74\uc11c FINMA, GDPR \ubc0f \uac1c\uc815\ub41c \uc2a4\uc704\uc2a4 FADP\ub97c \uc900\uc218\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uccb4 CRM \ub0b4\uc5d0\uc11c KYC, \uc801\ud569\uc131 \ubc0f \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uba74 \uaddc\uc815 \uc900\uc218 \ud300\uc758 \uc218\ub3d9 \uc624\ub958\uc640 \uac10\uc0ac \uc2a4\ud2b8\ub808\uc2a4\ub97c \ud06c\uac8c \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uaddc\uc815 \uc900\uc218, \uc628\ubcf4\ub529 \ubc0f \uace0\uac1d \uad00\ub9ac \uc694\uad6c \uc0ac\ud56d\uc5d0 \ud558\ub098\uc758 \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud558\uba74 \uc6b4\uc601\uc774 \uac04\uc18c\ud654\ub418\uace0 \uc5ec\ub7ec \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\uac00 \uc904\uc5b4\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc640 \uc628\ud504\ub808\ubbf8\uc2a4 \uc635\uc158\uc740 \uc624\ub298\ub0a0 \ub9ce\uc740 \ubbfc\uac04 \uc740\ud589\uc774 \uc9c1\uba74\ud558\uace0 \uc788\ub294 \ub370\uc774\ud130 \uc0c1\uc8fc, \uae30\ubc00\uc131, \uad6d\uacbd \uac04 \ub370\uc774\ud130 \uc804\uc1a1\uc758 \uc81c\uc57d\uc744 \ud574\uacb0\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 CRM\uc740 \ubaa8\ub4e0 \uace0\uac1d \uae30\ub85d, \uaddc\uc815 \uc900\uc218 \ubb38\uc11c \ubc0f \uac10\uc0ac \ucd94\uc801\uc5d0 \ub300\ud55c \ub2e8\uc77c \uc18c\uc2a4 \uc5ed\ud560\uc744 \ud558\uc5ec \uaddc\uc81c \uac80\uc0ac\ub97c \uc704\ud55c \uc77c\uad00\uc131\uacfc \uc2e0\ub8b0\uc131\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub41c \uac10\uc0ac \ucd94\uc801, \ubcf4\uace0 \ud329, \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4\ub97c \ud1b5\ud574 FINMA \ub610\ub294 SRO \uac80\uc0ac \uc2dc \uaddc\uc815 \uc900\uc218\ub97c \uc27d\uac8c \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 CRM\uc740 \ubbfc\uac10\ud55c \ub370\uc774\ud130\ub97c \ud574\uc678 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc5d0 \ubcf4\ub0b4\uc9c0 \uc54a\uace0\ub3c4 AI \uc9c0\uc6d0 \uaddc\uc815 \uc900\uc218 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac10\ub3c5\uc744 \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-why-swiss-crm-now-sits-at-the-heart-of-banking-compliance\">\uc18c\uac1c \uc18c\uac1c: \uc2a4\uc704\uc2a4 CRM\uc774 \uc740\ud589 \uaddc\uc815 \uc900\uc218\uc758 \ud575\uc2ec\uc73c\ub85c \uc790\ub9ac \uc7a1\uc740 \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020\ub144 \uc774\ud6c4 \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \uc740\ud589\uc5d0 \ub300\ud55c \uaddc\uc81c \uc555\ub825\uc774 \uadf9\uc801\uc73c\ub85c \uac15\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. FINMA \ud68c\ub78c\uc774 \ub354\uc6b1 \uae4c\ub2e4\ub85c\uc6cc\uc9c0\uace0, MiFID II \uc758\ubb34\uac00 \uacc4\uc18d \uc9c4\ud654\ud558\uace0, \uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0 \uc9c0\uce68\uc774 \uac15\ud654\ub418\uc5c8\uc73c\uba70, \uac1c\uc815\ub41c \uc2a4\uc704\uc2a4 \uc5f0\ubc29 \ub370\uc774\ud130 \ubcf4\ud638\ubc95(FADP)\uc774 2023\ub144 9\uc6d4 1\uc77c\uc5d0 \ubc1c\ud6a8\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc640 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\ub97c \ud1b5\ud574 \uace0\uac1d \uc815\ubcf4\ub97c \uad00\ub9ac\ud558\ub358 \ub9ce\uc740 \uae30\uad00\uc740 \uc774\uc81c \uc801\uc808\ud558\uac8c \ub300\uc751\ud560 \uc218 \uc5c6\ub294 \uaddc\uc81c \uc870\uc0ac\uc5d0 \ub178\ucd9c\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uaddc\uc815\uacfc \ub192\uc544\uc9c4 \uae30\ub300\uce58\uc5d0 \uc801\uc751\ud558\uba74\uc11c \uaddc\uc815 \uc900\uc218\ub97c \uc720\uc9c0\ud558\ub294 \uac83\uc740 \uc740\ud589\uc5d0\uac8c \uc911\uc694\ud55c \uacfc\uc81c\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589 \uc5c5\ubb34\uc5d0\uc11c CRM\uc740 \uc18c\ub9e4\uc5c5\uccb4\uac00 \uc601\uc5c5 \ub9ac\ub4dc\ub97c \ucd94\uc801\ud558\ub294 \ub370 \uc0ac\uc6a9\ud558\ub294 \ub3c4\uad6c\uc640\ub294 \ub2e4\ub985\ub2c8\ub2e4. \uaddc\uc81c \uae30\uad00\uc744 \uc704\ud574 \uc124\uacc4\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM\uc740 \uace0\uac1d \ub370\uc774\ud130, KYC \ubb38\uc11c, \uc704\ud5d8 \ud3c9\uac00, \ub3d9\uc758 \uae30\ub85d \ubc0f \uc790\ubb38 \uc0c1\ud638 \uc791\uc6a9\uc744 \uc704\ud55c \uc911\uc559 \uc800\uc7a5\uc18c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc774 \uc800\uc7a5\uc18c \ub0b4\uc5d0\uc11c \ub370\uc774\ud130\uc758 \uc815\ud655\uc131\uc744 \uc720\uc9c0\ud558\ub294 \uac83\uc740 \uaddc\uc81c \uc900\uc218\uc640 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uc704\ud574 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ud30c\ud3b8\ud654\ub41c \uc2dc\uc2a4\ud15c\uc744 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, \uad00\uacc4 \uad00\ub9ac\uc790, \ub9ac\uc2a4\ud06c \ud300\uc774 \ubaa8\ub450 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ub2e8\uc77c \uc778\ud130\ud398\uc774\uc2a4\ub85c \ub300\uccb4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\ub4e4\uc740 \uc810\uc810 \ub354 CRM\uc744 \uace0\uac1d \uc2e0\uc6d0, \uc704\ud5d8 \ubd84\ub958 \ubc0f \uc870\uc5b8 \ubb38\uc11c\uc5d0 \ub300\ud55c \uc8fc\uc694 \uae30\ub85d \uc2dc\uc2a4\ud15c\uc73c\ub85c \ucde8\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \uaddc\uc81c \ub2f9\uad6d\uc774 \uc740\ud589\uc774 \uc628\ub514\ub9e8\ub4dc \ubc29\uc2dd\uc73c\ub85c \uc644\uc804\ud558\uace0 \uac10\uc0ac \uac00\ub2a5\ud55c \uace0\uac1d \ud30c\uc77c\uc744 \uc0dd\uc131\ud558\uae30\ub97c \uae30\ub300\ud558\ub294 \ud604\uc2e4\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uc0ac\uc77c\ub85c\ud654\ub41c \ub370\uc774\ud130\uc640 \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\ub294 \uac70\uc758 \ubd88\uac00\ub2a5\ud558\uc9c0\ub9cc, \uc798 \uad6c\uc131\ub41c CRM\uc740 \uc774\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub2e4\uc74c\uc744 \uacb0\ud569\ud55c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM\uc785\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=\"5904\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\uac70\ub098 \uc628\ud504\ub808\ubbf8\uc2a4\ub85c \uc81c\uacf5\ub418\ub294 \uace0\uac1d \ud3ec\ud138, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uace0\uac1d \ud3ec\ud138\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc\ub97c \uc6b0\uc120\uc2dc\ud558\uace0 \uc628\ubcf4\ub529, \uaddc\uc815 \uc900\uc218 \ubc0f \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\ub97c \uc704\ud55c \ud1b5\ud569 \ub3c4\uad6c\uac00 \ud544\uc694\ud55c \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uae00\uc758 \ub098\uba38\uc9c0 \ubd80\ubd84\uc5d0\uc11c\ub294 \uc2a4\uc704\uc2a4 CRM\uc774 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \ud2b9\uc815 \uaddc\uc81c \uc758\ubb34\ub97c \ucda9\uc871\ud558\ub294 \ub370 \uc5b4\ub5bb\uac8c \ub3c4\uc6c0\uc774 \ub418\ub294\uc9c0 \ub2e8\uacc4\ubcc4\ub85c \uad6c\uccb4\uc801\uc73c\ub85c \uc124\uba85\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-regulatory-landscape-what-a-bank-grade-crm-must-support\">\uaddc\uc81c \ud658\uacbd: \uc740\ud589\uae09 CRM\uc774 \uc9c0\uc6d0\ud574\uc57c \ud558\ub294 \uc0ac\ud56d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc5d0\uc11c \uc601\uc5c5\ud558\uac70\ub098 \uad6d\uacbd\uc744 \ub118\ub294 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uc740\ud589\uc740 2024\ub144 \uc774\ud6c4 \ubcf5\uc7a1\ud55c \uaddc\uc81c\uc5d0 \uc9c1\uba74\ud558\uac8c \ub429\ub2c8\ub2e4. \uc8fc\uc694 \ud504\ub808\uc784\uc6cc\ud06c\uc5d0\ub294 FINMA AML \uc870\ub840, EU \uc790\ubb38 \ud65c\ub3d9\uc744 \uc704\ud55c MiFID II, \uc2a4\uc704\uc2a4 \uae08\uc735 \uc11c\ube44\uc2a4\ubc95(FINSA) \ubc0f \uae08\uc735 \uae30\uad00\ubc95(FINIA), EU \ub370\uc774\ud130 \uc8fc\uccb4\ub97c \uc704\ud55c GDPR, \uac1c\uc815\ub41c \uc2a4\uc704\uc2a4 FADP \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uaddc\uce59\uc740 \ud2b9\uc815 CRM \uc694\uad6c \uc0ac\ud56d\uc73c\ub85c \ubcc0\ud658\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9, \uacb0\uc815 \ubc0f \ubb38\uc11c \uad50\ud658\uc5d0 \ub300\ud55c \uc644\uc804\ud55c \ubb38\uc11c\ud654\uac00 \ud3ec\ud568\ub41c \uc804\uccb4 \uace0\uac1d \uae30\ub85d<\/li>\n\n\n\n<li>\uace0\uac1d \ud504\ub85c\ud544\uacfc \uc81c\ud488 \ucd94\ucc9c\uc744 \uc5f0\uacb0\ud558\ub294 \ubb38\uc11c\ud654\ub41c \uc801\ud569\uc131 \ud3c9\uac00<\/li>\n\n\n\n<li>\ud0c0\uc784\uc2a4\ud0ec\ud504, \ucc44\ub110 \ubc0f \uac01 \ud074\ub77c\uc774\uc5b8\ud2b8\uac00 \uc218\ub77d\ud55c \uc815\ud655\ud55c \ubb38\uad6c\ub97c \ud1b5\ud55c \ub3d9\uc758 \ucd94\uc801<\/li>\n\n\n\n<li>\uc554\ud638\ud654, \uc561\uc138\uc2a4 \uc81c\uc5b4 \ubc0f \uac10\uc0ac \ub85c\uadf8\ub97c \ud1b5\ud55c \uc548\uc804\ud55c \ub370\uc774\ud130 \ucc98\ub9ac<\/li>\n\n\n\n<li>\uc561\uc138\uc2a4, \uc815\uc815 \ubc0f \uc0ad\uc81c \uc694\uccad\uc744 \ud3ec\ud568\ud55c \ub370\uc774\ud130 \uc8fc\uccb4 \uad8c\ud55c \ucc98\ub9ac<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">GDPR\uacfc \uc2a4\uc704\uc2a4 FADP\ub294 \ubaa8\ub450 \uac1c\uc778 \ub370\uc774\ud130 \ucc98\ub9ac\ub97c \uc704\ud55c \ud569\ubc95\uc801\uc778 \uadfc\uac70\ub97c \uc694\uad6c\ud558\uba70 \uc740\ud589\uc774 \ud575\uc2ec \uc2dc\uc2a4\ud15c \ub0b4\uc5d0\uc11c \ub370\uc774\ud130 \uc8fc\uccb4 \uad8c\ub9ac\ub97c \uc6b4\uc601\ud560 \uac83\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc784\uc2dc \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub97c \ud1b5\ud574 \uc774\ub7ec\ud55c \uc758\ubb34\ub97c \ucc98\ub9ac\ud558\uba74 \uac80\uc0ac \uc911\uc5d0 \uaddc\uc815 \uc900\uc218\uc5d0 \uacf5\ubc31\uc774 \uc0dd\uae38 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA \ubc0f \uc790\uc728 \uaddc\uc81c \uae30\uad00(SRO)\uc740 \ubb38\uc11c\ud654, \ubaa8\ub2c8\ud130\ub9c1 \ubc0f \ucd94\uc801\uc131\uc5d0 \ub300\ud55c \uad6c\uccb4\uc801\uc778 \uac10\ub3c5 \uae30\ub300\uce58\ub97c \uc124\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacc4\uc815\uc744 \ud65c\uc131\ud654\ud558\uae30 \uc804\uc5d0 \uc628\ubcf4\ub529 \ud30c\uc77c\uc744 \uc644\ub8cc\ud574\uc57c \ud569\ub2c8\ub2e4. \uc815\uae30\uc801\uc778 \uac80\ud1a0\ub97c \uc608\uc57d\ud558\uace0 \uc2e4\ud589\ud574\uc57c \ud569\ub2c8\ub2e4. \uc704\ud5d8 \ub4f1\uae09 \ubcc0\uacbd \uc0ac\ud56d\uc774 \uae30\ub85d\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc774 \ubaa8\ub4e0 \uac83\uc774 \uac10\uc0ac\uc790\uac00 \ube60\ub974\uac8c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \uc2dc\uc2a4\ud15c\uc5d0 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc774\ub7ec\ud55c \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc989\uc2dc \ubc18\uc601\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ucde8\ub9ac\ud788, \uc81c\ub124\ubc14, \ub8e9\uc148\ubd80\ub974\ud06c \ub610\ub294 \ub450\ubc14\uc774\uc758 \uc608\uc57d \uc13c\ud130 \uac04 \ud604\uc9c0 \uc815\ucc45 \ucc28\uc774\uc5d0 \uc801\uc751\ud560 \uc218 \uc788\ub3c4\ub85d \uad6c\uc131\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-centralized-client-profiles-kyc-files-and-documented-consent\">\uc911\uc559 \uc9d1\uc911\uc2dd \uace0\uac1d \ud504\ub85c\ud544, KYC \ud30c\uc77c \ubc0f \ubb38\uc11c\ud654\ub41c \ub3d9\uc758<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589 \uaddc\uc815 \uc900\uc218\ub294 \uc77c\uad00\ub41c \ub2e8\uc77c \uace0\uac1d \ubcf4\uae30\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4. \uc774 \ud504\ub85c\ud544\uc5d0\ub294 \uc2e0\ubd84\uc99d, \uc704\ud5d8 \ubd84\ub958, \uc138\uae08 \uac70\uc8fc\uc9c0, \uc218\uc775\uc801 \uc18c\uc720\uad8c \uad6c\uc870, \ub3d9\uc758 \uc99d\uac70\uac00 \ud55c \uacf3\uc5d0 \ubcf4\uad00\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 CRM\uc740 \uc5ec\uad8c, \uc8fc\uc18c \uc99d\uba85, LEI \ucf54\ub4dc, FATCA W \uc591\uc2dd, CRS \uc790\uccb4 \uc778\uc99d, \uac01 \uad00\uacc4\uc5d0 \uc5f0\uacb0\ub41c \uc218\uc775\uc801 \uc18c\uc720\uc790 \uad6c\uc870 \ub4f1\uc758 KYC \ubb38\uc11c\ub97c \uc800\uc7a5\ud574\uc57c \ud569\ub2c8\ub2e4. \uc790\uc5f0\uc778\uc758 \uacbd\uc6b0 \uc628\ub77c\uc778 \uc628\ubcf4\ub529\uc744 \uc0ac\uc6a9\ud55c \uacbd\uc6b0 \ub3d9\uc601\uc0c1 \uc2dd\ubcc4 \uae30\ub85d\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ubc95\uc778\uc758 \uacbd\uc6b0, \uc2dc\uc2a4\ud15c\uc740 25% \uc774\uc0c1\uc758 \uc18c\uc720\uad8c \ub610\ub294 \ud1b5\uc81c\uad8c\uc744 \ubcf4\uc720\ud55c \ubaa8\ub4e0 \uc0ac\ub78c\uc758 \uc0c1\uc5c5\uc6a9 \ub4f1\uae30\ubd80\ub4f1\ubcf8 \ubc0f \ubb38\uc11c\ub97c \ucea1\ucc98\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144\uc5d0 \uace0\uc561 \uc790\uc0b0\uac00\uac00 \uc628\ubcf4\ub529\ud55c\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \ubb38\uc11c, \ub3d9\uc601\uc0c1 \uc2e0\uc6d0 \ud655\uc778 \uae30\ub85d, PEP \uc2ec\uc0ac \uacb0\uacfc\ub294 \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 \ud558\ub098\uc758 \ud504\ub85c\ud544\uc5d0 \uc800\uc7a5\ub429\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc804\uccb4 \uc0c1\ud669\uc744 \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\ub294 \ubaa8\ub4e0 \ud544\uc218 \ub2e8\uacc4\uac00 \uc644\ub8cc\ub418\uc5c8\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac10\uc0ac\uc790\ub294 \uba87 \ubd84 \uc548\uc5d0 \ud30c\uc77c\uc744 \ub0b4\ubcf4\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 \ub610\ud55c \ub2e4\uc74c\uc5d0 \ub300\ud55c \ud0c0\uc784\uc2a4\ud0ec\ud504\uc640 \ud568\uaed8 \uba85\uc2dc\uc801 \ub3d9\uc758\ub97c \ucea1\ucc98\ud574\uc57c \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=\"5905\">\ub9c8\ucf00\ud305<\/a>, \ud504\ub85c\ud30c\uc77c\ub9c1 \ubc0f \uad6d\uacbd \uac04 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158. \uc774\ub294 \ub3d9\uc758\ub97c \uac00\uc815\uc774 \uc544\ub2cc \uc785\uc99d \uac00\ub2a5\ud55c \uac83\uc73c\ub85c \uac04\uc8fc\ud558\ub294 GDPR \ubc0f \uc2a4\uc704\uc2a4 FADP \uc694\uac74\uc5d0 \ubd80\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc591\uc2dd, \uc804\uc790 \uc11c\uba85 \ud1b5\ud569, \uace0\uac1d \ud3ec\ud138 \uc5c5\ub370\uc774\ud2b8\uac00 \uc911\uc559 \ud504\ub85c\ud544\uc5d0 \uc790\ub3d9\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ub429\ub2c8\ub2e4. \ub530\ub77c\uc11c \ud0a4\ub97c \ub2e4\uc2dc \uc785\ub825\ud560 \ud544\uc694\uac00 \uc5c6\uace0 \uc2dc\uc2a4\ud15c \uac04\uc758 \ub370\uc774\ud130 \ucda9\ub3cc\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-consent-management-and-data-subject-rights-in-practice\">\uc2e4\ubb34\uc5d0\uc11c\uc758 \ub3d9\uc758 \uad00\ub9ac \ubc0f \ub370\uc774\ud130 \uc8fc\uccb4 \uad8c\ub9ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub2f9\uad6d\uc740 \uc740\ud589\uc774 \ubbfc\uac10\ud55c \uace0\uac1d \uc815\ubcf4\uc5d0 \ub300\ud55c \uc561\uc138\uc2a4, \uc218\uc815 \ub610\ub294 \uc0ad\uc81c \uc694\uccad\uc5d0 \ub300\ud574 \ub3d9\uc758\ub97c \uc5bb\uc740 \ubc29\ubc95\uacfc \uc2dc\uae30, \ucc98\ub9ac \ubc29\ubc95\uc744 \uc99d\uba85\ud560 \uac83\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc758 \uc774\uc9c4 \ud50c\ub798\uadf8\ub294 \ucda9\ubd84\ud55c \uc99d\uac70\uac00 \ub420 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc740 \uac01 \ub3d9\uc758 \uc774\ubca4\ud2b8\ub97c \uae30\ub85d\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \ud3ec\uc778\ud2b8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ubaa9\uc801<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub0a0\uc9dc \ubc0f \uc2dc\uac04<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub3d9\uc758\uac00 \uc774\ub8e8\uc5b4\uc9c4 \uc2dc\uc810\uc744 \uc124\uc815\ud569\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ucc44\ub110<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc628\ub77c\uc778, \uc9c1\uc811 \ubc29\ubb38 \ub610\ub294 \ud3ec\ud138\uc744 \ud1b5\ud574 \ub3d9\uc758\ub97c \uc218\uc9d1\ud588\ub294\uc9c0 \uc5ec\ubd80\ub97c \ud45c\uc2dc\ud569\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc815\ud655\ud55c \ubb38\uad6c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d\uc774 \uc2e4\uc81c\ub85c \ub3d9\uc758\ud55c \ub0b4\uc6a9\uc744 \ubb38\uc11c\ud654\ud569\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>IP \uc8fc\uc18c \ub610\ub294 \uc138\uc158 ID<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc9c4\uc704 \uc5ec\ubd80 \ud655\uc778 \uc9c0\uc6d0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\ub9ac\uc5d0 \uc788\ub294 \uace0\uac1d\uc774 2025\ub144\uc5d0 GDPR \uc561\uc138\uc2a4 \uc694\uccad\uc744 \uc81c\ucd9c\ud558\ub294 \uc2dc\ub098\ub9ac\uc624\ub97c \uc0dd\uac01\ud574 \ubcf4\uc138\uc694. \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790\ub294 \uc774\uba54\uc77c \uc544\uce74\uc774\ube0c\uc640 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc744 \ub4a4\uc9c0\ub294 \ub300\uc2e0 \uba87 \ubd84 \ub9cc\uc5d0 \uc2a4\uc704\uc2a4 CRM\uc5d0\uc11c \uc804\uccb4 \ub0b4\ubcf4\ub0b4\uae30\ub97c \uc0dd\uc131\ud569\ub2c8\ub2e4. \ub0b4\ubcf4\ub0b4\uae30\uc5d0\ub294 \ubaa8\ub4e0 \ubb38\uc11c, \uc0c1\ud638 \uc791\uc6a9 \ub85c\uadf8, \ub3d9\uc758 \uae30\ub85d \ubc0f \uc704\ud5d8 \ud3c9\uac00\uac00 \uad6c\uc870\ud654\ub41c \ud615\uc2dd\uc73c\ub85c \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc561\uc138\uc2a4, \uc218\uc815 \ub610\ub294 \uc0ad\uc81c \uc0ac\ub840\uc5d0 \ub300\ud55c \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub97c \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc6cc\ud06c\ud50c\ub85c\uc5d0\uc11c\ub294 \uc694\uccad\uc744 \ucc98\ub9ac\ud558\ub294 \uaddc\uc815 \uc900\uc218 \ud300\uc5d0 \uc791\uc5c5\uc744 \ud560\ub2f9\ud558\uace0, \uae30\ud55c\uc744 \uc124\uc815\ud558\uace0, \uac10\uc0ac \uba54\ubaa8\ub97c \uae30\ub85d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \uc911\uc559 \ub3d9\uc758 \uae30\ub85d\uc740 \uad6d\uacbd \uac04 \ub9c8\ucf00\ud305 \ud655\uc778\uc744 \uac04\uc18c\ud654\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \uc608\uc57d \uc13c\ud130\uac00 EU \uc9c0\uc0ac\uc640\ub3c4 \uad00\uacc4\ub97c \ub9fa\uace0 \uc788\ub294 \uace0\uac1d\uacfc \uc18c\ud1b5\ud558\uace0\uc790 \ud560 \ub54c CRM\uc740 \uc5b4\ub5a4 \ub9c8\ucf00\ud305 \uad8c\ud55c\uc774 \uc801\uc6a9\ub418\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-supporting-data-minimization-and-accurate-records\">\ub370\uc774\ud130 \ucd5c\uc18c\ud654 \ubc0f \uc815\ud655\ud55c \uae30\ub85d \uc9c0\uc6d0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \ucd5c\uc18c\ud654\uc640 \uc815\ud655\uc131\uc740 GDPR\uacfc \uc2a4\uc704\uc2a4 FADP\uc758 \ud575\uc2ec \uc6d0\uce59\uc785\ub2c8\ub2e4. \uc740\ud589\uc740 \ud544\uc694 \uc774\uc0c1\uc73c\ub85c \ub9ce\uc740 \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud574\uc11c\ub294 \uc548 \ub418\uba70, \ubcf4\uc720\ud55c \ub370\uc774\ud130\ub294 \uc815\ud655\ud558\uace0 \ucd5c\uc2e0 \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 CRM\uc740 \uc911\ubcf5\ub418\uac70\ub098 \uc624\ub798\ub41c \uace0\uac1d \uc815\ubcf4\ub97c \uc27d\uac8c \uac80\uc0c9, \ubd84\ub958, \uc815\ub9ac\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \ub370\uc774\ud130 \ubcf4\ud638 \uc704\ud5d8\uc744 \ucd08\ub798\ud558\uace0 \uac10\uc0ac \uc18d\ub3c4\ub97c \uc800\ud558\uc2dc\ud0a4\ub294 \ud1b5\uc81c\ub418\uc9c0 \uc54a\uc740 \uc544\uce74\uc774\ube0c\ub97c \uc313\uc544\ub450\ub294 \uac83\ubcf4\ub2e4 \ubc14\ub78c\uc9c1\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc704\ud5d8 \uc218\uc900\uc5d0 \ub530\ub77c \uad00\uacc4 \uad00\ub9ac\uc790\uac00 12\uac1c\uc6d4 \ub610\ub294 36\uac1c\uc6d4\ub9c8\ub2e4 \uace0\uac1d \ub370\uc774\ud130\ub97c \uac80\uc99d\ud558\ub3c4\ub85d \ud558\ub294 \uc815\uae30 \uac80\ud1a0 \ucea0\ud398\uc778\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uace0\uc704\ud5d8 \uace0\uac1d\uc740 \ub9e4\ub144 \uac80\ud1a0\uac00 \ud544\uc694\ud560 \uc218 \uc788\uc73c\uba70, \uc800\uc704\ud5d8 \uad00\uacc4\ub294 \ub354 \uae34 \uc8fc\uae30\ub97c \ub530\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \uc911\uc559 \uc9d1\uc911\uc2dd \ud504\ub85c\ud544\uc740 \uc790\uc0b0 \uad00\ub9ac, \ub300\ucd9c \ubc0f \uae30\uc5c5 \uc740\ud589 \ud300 \uc804\uccb4\uc5d0\uc11c \uc77c\uad00\ub41c \ub0a9\uc138 \uac70\uc8fc\uc9c0, PEP \uc0c1\ud0dc \ubc0f \uc704\ud5d8 \uc810\uc218\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \ubd80\uc11c\uac00 \ub3d9\uc77c\ud55c \uae30\ub85d\uc73c\ub85c \uc791\uc5c5\ud558\uba74 \uac10\uc0ac \uc911\uc5d0 \ubd88\uc77c\uce58\uac00 \ub4dc\ub7ec\ub098\uc9c0 \uc54a\uace0 \uc989\uc2dc \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uc628\ubcf4\ub529 \ud50c\ub7ab\ud3fc, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c, \uc774\uba54\uc77c \uc2dc\uc2a4\ud15c\uc774 \uac01\uac01 \ub2e4\ub978 \ubc84\uc804\uc758 \uace0\uac1d \uae30\ub85d\uc744 \ubcf4\uc720\ud560 \ub54c \ubc1c\uc0dd\ud558\ub294 \uaddc\uc815 \uc900\uc218 \ubb38\uc81c\ub97c \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automated-kyc-aml-and-suitability-workflows-inside-a-swiss-crm\">\uc2a4\uc704\uc2a4 CRM \ub0b4\ubd80\uc758 \uc790\ub3d9\ud654\ub41c KYC, AML \ubc0f \uc801\ud569\uc131 \uc6cc\ud06c\ud50c\ub85c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\ub3d9 KYC \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc640 \uc774\uba54\uc77c \uc2b9\uc778\uc740 \uac10\uc0ac \uc2dc \uc0ac\uac01\uc9c0\ub300\ub97c \ubc1c\uc0dd\uc2dc\ud0a4\uace0 \uc2a4\uc704\uc2a4 \ubc0f \ud574\uc678 \uc740\ud589\uc758 \uc790\uae08 \uc138\ud0c1 \uc704\ud5d8\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uacb0\uc7ac\uac00 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\uc5d0 \uc788\uace0 \ubb38\uc11c\uac00 \uac1c\uc778 \ub4dc\ub77c\uc774\ube0c\uc5d0 \uc788\uc73c\uba74 \uc758\uc0ac \uacb0\uc815 \uccb4\uc778\uc744 \uc7ac\uad6c\uc131\ud558\ub294 \ub370 \uc624\ub958\uac00 \ubc1c\uc0dd\ud558\uae30 \uc27d\uace0 \uc2dc\uac04\uc774 \ub9ce\uc774 \uac78\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 CRM\uc740 KYC, AML \ubc0f \uc801\ud569\uc131 \ub2e8\uacc4\ub97c \uc2dc\ud589\ud558\ub294 \uaddc\uce59 \uae30\ubc18\uc758 \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ub0b4\uc7a5\ud574\uc57c \ud569\ub2c8\ub2e4. \uc2dc\uc2a4\ud15c\uc740 \ud544\uc218 \ud655\uc778\uc744 \uc6b0\ud68c\ud560 \uc218 \uc5c6\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4. \uc81c\uc7ac \uc2ec\uc0ac\uac00 \uc644\ub8cc\ub418\uc9c0 \uc54a\uc73c\uba74 \uacc4\uc815\uc744 \ud65c\uc131\ud654\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uc704\ud5d8 \ub4f1\uae09\uc774 \ub204\ub77d\ub41c \uacbd\uc6b0 \uc628\ubcf4\ub529\uc744 \uc9c4\ud589\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 InvestGlass\ub97c \ud1b5\ud574 \uc18c\ub9e4, \ubd80\uc720\uce35, \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc740 \ubb3c\ub860 \uc2e0\ud0c1\uc774\ub098 \uc7ac\ub2e8\uacfc \uac19\uc740 \uad6c\uc870\uc5d0 \ub530\ub77c \ubcc4\ub3c4\uc758 \uc628\ubcf4\ub529 \uacbd\ub85c\ub97c \uc815\uc758\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \uc138\uadf8\uba3c\ud2b8\ub294 \uc11c\ub85c \ub2e4\ub978 \ubb38\uc11c \uc694\uad6c \uc0ac\ud56d, \uc2b9\uc778 \uccb4\uc778 \ubc0f \uac80\ud1a0 \ube48\ub3c4\ub97c \uac00\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c\uc6b0\uc758 \ubaa8\ub4e0 \ub2e8\uacc4\ub294 \ud0c0\uc784\uc2a4\ud0ec\ud504\uac00 \ucc0d\ud788\uace0 \uad00\ub828 \uc0ac\uc6a9\uc790\uc640 \uc5f0\uacb0\ub429\ub2c8\ub2e4. \uc774\ub294 \uaddc\uc81c \uae30\uad00\uc744 \uc704\ud55c \uc644\ubcbd\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \ud615\uc131\ud569\ub2c8\ub2e4. FINMA \ub610\ub294 SRO\uac00 \ud2b9\uc815 \uacc4\uc88c\uac00 \uc5b4\ub5bb\uac8c \uc2b9\uc778\ub418\uc5c8\ub294\uc9c0 \ubb3b\ub294 \uacbd\uc6b0 \uc740\ud589\uc740 \uc804\uccb4 \uc774\ubca4\ud2b8 \uc2dc\ud000\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub294 \uc218\ub3d9 \uac80\ud1a0\uc5d0 \uc758\uc874\ud558\ub294 \uae30\uc874 \uc2dc\uc2a4\ud15c\uc5d0 \ube44\ud574 \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \uba70\uce60 \ub2e8\ucd95\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc81c\uc5b4 \ud488\uc9c8\uc744 \uc720\uc9c0\ud558\uac70\ub098 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-concrete-kyc-and-aml-automation-capabilities\">\uad6c\uccb4\uc801\uc778 KYC \ubc0f AML \uc790\ub3d9\ud654 \uae30\ub2a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 CRM\uc740 AML \uc870\ub840 \ubc0f \uc81c\uc7ac \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ub2e4\uc74c\uacfc \uac19\uc740 \uc790\ub3d9\ud654\ub41c \uc791\uc5c5\uc744 \ucc98\ub9ac\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc8fc\uc694 \ud544\ub4dc \uc790\ub3d9 \ucd94\ucd9c\uc744 \ud1b5\ud55c ID \ubb38\uc11c \ucea1\ucc98<\/li>\n\n\n\n<li>\ubb38\uc11c\uac00 \uc624\ub798\ub418\uae30 \uc804\uc5d0 \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \uc54c\ub824\uc8fc\ub294 \ub9cc\ub8cc \uc54c\ub9bc \uae30\ub2a5<\/li>\n\n\n\n<li>EU, OFAC \ubc0f \uc2a4\uc704\uc2a4 SECO \uc81c\uc7ac \ubaa9\ub85d\uc5d0 \ub300\ud55c \uc2ec\uc0ac<\/li>\n\n\n\n<li>\uc0c1\ud0dc \ubcc0\uacbd\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ubaa8\ub2c8\ud130\ub9c1\uc744 \ud1b5\ud55c PEP \ub370\uc774\ud130\ubca0\uc774\uc2a4 \ud655\uc778<\/li>\n\n\n\n<li>\uc0ac\uc804 \uc815\uc758\ub41c \uc77c\uc815 \ub610\ub294 \uc774\ubca4\ud2b8\uc5d0 \uc758\ud574 \ud2b8\ub9ac\uac70\ub418\ub294 \uc815\uae30\uc801\uc778 \uc704\ud5d8 \uc7ac\ud3c9\uac00<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud504\ub85c\ud544\uc5d0 \ud1b5\ud569\ub41c \uc720\ud574 \ubbf8\ub514\uc5b4 \ucc28\ub2e8 \uae30\ub2a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144 \uc678\ubd80 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\uc5d0\uc11c \uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c\uc758 \uc804\uccb4 \uc774\ub825\uc744 \uc694\uccad\ud558\ub294 \uacbd\uc6b0\ub97c \uc608\ub85c \ub4e4\uc5b4 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. CRM\uc740 \ucd08\uae30 \uc2dd\ubcc4, \ubaa8\ub4e0 \uc2ec\uc0ac \uacb0\uacfc, \uc704\ud5d8 \ub4f1\uae09 \ubcc0\uacbd, \uac80\ud1a0 \uba54\ubaa8, \uace0\uc704 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790\uc5d0\uac8c\uc758 \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \ub4f1 \uc804\uccb4 \ud0c0\uc784\ub77c\uc778\uc744 \ud55c \ub2e8\uacc4\ub85c \ub0b4\ubcf4\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc5d0 \ub9c8\uc2a4\ud130 \uae30\ub85d\uc744 \uc720\uc9c0\ud558\uba74\uc11c \ud0c0\uc0ac \uc2ec\uc0ac, \uc804\uc790 \uc11c\uba85, \uac70\ub798 \ubaa8\ub2c8\ud130\ub9c1 \ub3c4\uad6c\uc640 \ud1b5\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc989, \uc804\ubb38 AML \uc5d4\uc9c4\uc774 \uacbd\uace0\ub97c CRM\uc5d0 \ub2e4\uc2dc \uc81c\uacf5\ud558\uc5ec \uac01 \uace0\uac1d\uc5d0 \ub300\ud55c \ud1b5\ud569\ub41c \ubcf4\uae30\ub97c \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub41c \uc2b9\uc778 \uccb4\uc778\uc744 \ud1b5\ud574 \uace0\uc704\ud5d8\uad70 \uace0\uac1d\uc740 \uacc4\uc88c\uac00 \ud65c\uc131\ud654\ub418\uae30 \uc804\uc5d0 \uace0\uc704 \uc900\ubc95\uac10\uc2dc\uc778\uc758 \uc774\uc911 \ud655\uc778\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc2a4\ud15c\uc740 \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4\uac00 \ud544\uc694\ud55c \uc2b9\uc778 \uc5c6\uc774 \uac70\ub798\ub97c \uccb4\uacb0\ud558\ub294 \uac83\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-suitability-appropriateness-and-portfolio-controls\">\uc801\ud569\uc131, \uc801\uc808\uc131 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">MiFID II, FINSA \ubc0f \uc774\uc640 \uc720\uc0ac\ud55c \uaddc\uc815\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc640 \uc0c1\ud488 \ucd94\ucc9c\uc774 \uac01 \uace0\uac1d\uc758 \ud504\ub85c\ud544\uacfc \ubaa9\ud45c\uc5d0 \ubd80\ud569\ud558\ub3c4\ub85d \uc694\uad6c\ud569\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\ub97c \uc9c0\uc6d0\ud558\ub294 CRM\uc740 \ub2e8\uc21c\ud55c \ubb38\uc11c \uc800\uc7a5\uc744 \ub118\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc774 \ud638\uc2a4\ud305\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud22c\uc790 \uacbd\ud5d8\uacfc \uc9c0\uc2dd\uc744 \ud30c\uc545\ud558\ub294 \uc801\ud569\uc131 \uc124\ubb38\uc9c0<\/li>\n\n\n\n<li>\ubb38\uc11c\ud654\ub41c \uadfc\uac70\uac00 \uc788\ub294 \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704 \uc810\uc218 \ub9e4\uae30\uae30<\/li>\n\n\n\n<li>\ud22c\uc790 \uae30\uac04 \uc815\uc758<\/li>\n\n\n\n<li>\uace0\uac1d \ubd84\ub958\uc5d0 \ub530\ub978 \uc81c\ud488 \uc790\uaca9 \uaddc\uce59<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \uc774\ub7ec\ud55c \uc124\ubb38\uc9c0\ub97c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc640 \uc5f0\uacb0\ud569\ub2c8\ub2e4. \uc815\uc758\ub41c \uc704\ud5d8 \uc608\uc0b0\uc744 \ucd08\uacfc\ud558\uac70\ub098 \ubcf5\uc7a1\ud55c \uc0c1\ud488\uc774 \ud3ec\ud568\ub41c \uac70\ub798\ub294 \uc2e4\uc2dc\uac04\uc73c\ub85c \ud50c\ub798\uadf8\ub97c \uc9c0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ubd80\uc801\ud569\ud55c \uc0c1\ud488\uc744 \uc81c\uc548\ud558\ub294 \uac83\uc744 \ubc29\uc9c0\ud558\uace0 \ub098\uc911\uc5d0 \uc9c8\ubb38\uc774 \ubc1c\uc0dd\ud560 \uacbd\uc6b0 \ubb38\uc11c\ud654\ub41c \ucd94\uc801\uc744 \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc5d0 \uc81c\uc548\ub41c \uad6c\uc870\ud654 \uc0c1\ud488\uc774 CRM\uc5d0\uc11c \uc801\ud569\uc131 \uacbd\uace0\ub97c \ud2b8\ub9ac\uac70\ud558\ub294 \uacbd\uc6b0\ub97c \uc608\ub85c \ub4e4\uc5b4 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc774\uc804\uc5d0 \uc628\ubcf4\ub529 \uc124\ubb38\uc870\uc0ac\uc5d0\uc11c \ubcf5\uc7a1\ud55c \ud30c\uc0dd\uc0c1\ud488\uc744 \uac70\ubd80\ud55c \uc801\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc2a4\ud15c\uc740 \uac70\ub798\uac00 \uc2e4\ud589\ub418\uae30 \uc804\uc5d0 \ubd88\uc77c\uce58 \ud50c\ub798\uadf8\ub97c \ud45c\uc2dc\ud558\uc5ec \uac70\ub798\ub97c \uc9c4\ud589\ud558\uae30 \uc804\uc5d0 \ucd94\uac00 \ubb38\uc11c \ub610\ub294 \uace0\uac1d \ud655\uc778\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc5d0 \uc800\uc7a5\ub41c \ubb38\uc11c\ud654\ub41c \uadfc\uac70, \uace0\uac1d \uc2b9\uc778 \ubc0f \ub514\uc9c0\ud138 \uc11c\uba85\uc740 \uc798\ubabb\ub41c \ud310\ub9e4 \uccad\uad6c \ubc0f \uaddc\uc81c \ub2f9\uad6d\uacfc\uc758 \ubd84\uc7c1 \uc704\ud5d8\uc744 \ud06c\uac8c \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"580\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-1024x580.jpg\" alt=\"\uc2a4\uc704\uc2a4 CRM\uc73c\ub85c \uc740\ud589 \uaddc\uc815 \uc900\uc218\ub97c \ucda9\uc871\ud558\ub294 \ubc29\ubc95\" class=\"wp-image-48967\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-1024x580.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-300x170.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-768x435.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-1536x870.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417-18x10.jpg 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/steptodown.com979417.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-access-control-and-swiss-data-sovereignty\">\ubcf4\uc548, \uc561\uc138\uc2a4 \uc81c\uc5b4 \ubc0f \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589 \ub370\uc774\ud130 \ubcf4\ud638\ub294 \ubc95\uc801 \uc694\uac74\uc778 \ub3d9\uc2dc\uc5d0 \uace0\uac1d \uc2e0\ub8b0\uc758 \ud575\uc2ec \uc694\uc18c\uc785\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \uc740\ud589\uc758 \uae30\ubc00 \uc720\uc9c0 \uc804\ud1b5\uc740 \uaddc\uc815\ub9cc\uc73c\ub85c \uc694\uad6c\ub418\ub294 \uac83 \uc774\uc0c1\uc758 \uae30\ub300\uce58\ub97c \ub9cc\ub4e4\uc5b4\ub0c5\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc2a4\uc704\uc2a4 \uc740\ud589\uc744 \uc120\ud0dd\ud558\ub294 \uc774\uc720\ub294 \ucd5c\ub300\ud55c\uc758 \ubcf4\uc548\uacfc \uc7ac\ub7c9\uad8c\uc744 \uae30\ub300\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 CRM\uc740 \uc5c4\uaca9\ud55c \uc561\uc138\uc2a4 \uc81c\uc5b4, \uc804\uc1a1 \uc911 \ubc0f \ubbf8\uc0ac\uc6a9 \ub370\uc774\ud130 \uc554\ud638\ud654, \uac15\ub825\ud55c \ubaa8\ub2c8\ud130\ub9c1\uc744 \uad6c\ud604\ud558\uc5ec FINMA \ud68c\ub78c \ubc0f GDPR 32\uc870\uc5d0 \ubd80\ud569\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \uc120\ud0dd \uc0ac\ud56d\uc774 \uc544\ub2c8\ub77c \uae30\ubcf8 \uc694\uad6c \uc0ac\ud56d\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ud638\uc2a4\ud305\uc758 \ubb3c\ub9ac\uc801 \ubc0f \ubc95\uc801 \uc704\uce58\ub294 \ub370\uc774\ud130 \uc8fc\uad8c, \uac10\ub3c5 \uc561\uc138\uc2a4 \ubc0f \uad6d\uacbd \uac04 \ub370\uc774\ud130 \uc804\uc1a1 \uaddc\uce59\uc5d0 \uc911\uc694\ud569\ub2c8\ub2e4. \ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\uac00 \uc678\uad6d \ud074\ub77c\uc6b0\ub4dc \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uac00 \uad00\ub9ac\ud558\ub294 \uc11c\ubc84\uc5d0 \uc788\ub294 \uacbd\uc6b0, \uc2a4\uc704\uc2a4\uc758 \uae30\ubc00 \uc720\uc9c0 \uae30\ub300\uce58\uc640 \uc0c1\ucda9\ub418\ub294 \uce58\uc678\ubc95\uad8c\uc758 \uc801\uc6a9\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc5d0\uc11c \uc6b4\uc601\ub418\uba70 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \uc2e4\ud589\ud560 \uc218 \uc788\uc5b4 \uc740\ud589\uc774 \ub77c\uc6b0\ud305, \ubc31\uc5c5, \uc790\uccb4 \ubcf4\uc548 \uc2a4\ud0dd\uacfc\uc758 \ud1b5\ud569\uc744 \uc644\ubcbd\ud558\uac8c \uc81c\uc5b4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc544\ud0a4\ud14d\ucc98\ub97c \ud1b5\ud574 \uae30\uad00\uc740 \ubbfc\uac10\ud55c \ub370\uc774\ud130\uac00 \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc \ubc95\uacfc \uac19\uc740 \ubc95\ub960\uc758 \uc801\uc6a9\uc744 \ubc1b\ub294 \uc678\uad6d \ubc95\uc778\uc5d0\uc11c \ucc98\ub9ac\ub418\uc9c0 \uc54a\uc73c\ubbc0\ub85c \uace0\uac1d\uc744 \uc548\uc2ec\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-role-based-access-control-and-segregation-of-duties\">\uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4 \ubc0f \uc5c5\ubb34 \ubd84\ub9ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac80\uc0ac\uad00\uc740 \ud575\uc2ec \uc2dc\uc2a4\ud15c \ub0b4\uc5d0\uc11c \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4, \uc6b4\uc601, \uc704\ud5d8 \ubc0f \uaddc\uc815 \uc900\uc218\ub97c \uba85\ud655\ud558\uac8c \ubd84\ub9ac\ud560 \uac83\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uc0ac\ub78c\uc774 \ubaa8\ub4e0 \uac83\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 CRM\uc740 \uc6b4\uc601 \ud6a8\uc728\uc131 \ubb38\uc81c\uc640 \uaddc\uc81c \ub9ac\uc2a4\ud06c\ub97c \ubaa8\ub450 \uc57c\uae30\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc758 \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4\ub97c \ud1b5\ud574 \ubcfc \uc218 \uc788\ub294 \uc0ac\ub78c\uc744 \uc81c\ud55c\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc5ed\ud560<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc561\uc138\uc2a4 \uc218\uc900<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad00\uacc4 \uad00\ub9ac\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5f0\ub77d\ucc98 \uc138\ubd80 \uc815\ubcf4, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc694\uc57d, \uc11c\ube44\uc2a4 \ud2f0\ucf13<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc804\uccb4 KYC \ud30c\uc77c, \uc704\ud5d8 \ud3c9\uac00, AML \ub178\ud2b8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ucf5c\uc13c\ud130 \uc0c1\ub2f4\uc6d0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5f0\ub77d\ucc98 \uc815\ubcf4, \uc11c\ube44\uc2a4 \ud2f0\ucf13\ub9cc \ud574\ub2f9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub9ac\uc2a4\ud06c \ud300<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \uc810\uc218, \uacbd\uace0 \ub0b4\uc5ed, \uc870\uc0ac \ud30c\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uc704 \uacbd\uc601\uc9c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc9d1\uacc4\ub41c \ub300\uc2dc\ubcf4\ub4dc, \uc608\uc678 \ubcf4\uace0\uc11c<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ucf5c\uc13c\ud130 \uc0c1\ub2f4\uc6d0\uc774 \uc5f0\ub77d\ucc98 \uc138\ubd80\uc815\ubcf4\uc640 \uc11c\ube44\uc2a4 \ud2f0\ucf13\uc740 \ubcfc \uc218 \uc788\uc9c0\ub9cc \uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\uc131\uc774\ub098 \ub0b4\ubd80 AML \uba54\ubaa8\ub294 \ubcfc \uc218 \uc5c6\ub294 \uacbd\uc6b0\ub97c \uc608\ub85c \ub4e4\uc5b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \uc0c1\ub2f4\uc6d0\uc774 \uc11c\ube44\uc2a4 \uc694\uccad\uc744 \ucc98\ub9ac\ud558\uba74\uc11c\ub3c4 \uace0\uac1d \ub370\uc774\ud130\uac00 \ubd88\ud544\uc694\ud558\uac8c \ub178\ucd9c\ub418\uc9c0 \uc54a\ub3c4\ub85d \ubcf4\ud638\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 InvestGlass\ub97c \ud1b5\ud574 \uc608\uc57d \uc13c\ud130 \uc81c\ud55c \ubc0f \ubbfc\uac10\ud55c \uad00\uacc4\uc5d0 \ub300\ud55c \ud300 \uae30\ubc18 \ubcf4\uae30 \ub4f1 \ub9e4\uc6b0 \uc138\ubd84\ud654\ub41c \uc218\uc900\uc5d0\uc11c \uc5ed\ud560\uc744 \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\ub124\ubc14\uc758 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ucde8\ub9ac\ud788\uc5d0\uc11c \uc608\uc57d\ud55c \uace0\uac1d\uc744 \ubcfc \uc218 \uc5c6\ub294 \uacbd\uc6b0, \uc2dc\uc2a4\ud15c\uc774 \uc790\ub3d9\uc73c\ub85c \ubd84\ub9ac\ud558\ub3c4\ub85d \uc124\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc801\uc808\ud55c \uc5ed\ud560 \uad00\ub9ac\ub294 \ub0b4\ubd80\uc790 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \ub204\uac00 \uc5b4\ub5a4 \uc720\ud615\uc758 \ub370\uc774\ud130\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294\uc9c0\uc5d0 \ub300\ud55c \uaddc\uc81c \uae30\uad00\uc758 \uc9c8\ubb38\uc5d0 \ub300\ud55c \ub2f5\ubcc0\uc744 \uac04\uc18c\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-technical-safeguards-and-operational-resilience\">\uae30\uc220\uc801 \uc548\uc804\uc7a5\uce58 \ubc0f \uc6b4\uc601 \ubcf5\uc6d0\ub825<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac10\uc0ac\uad00\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \uad6c\uccb4\uc801\uc778 \uae30\uc220\uc801 \ubcf4\ud638\ub97c \uae30\ub300\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubaa8\ub4e0 \uc0ac\uc6a9\uc790\ub97c \uc704\ud55c \ub2e4\uc911 \uc694\uc18c \uc778\uc99d<\/li>\n\n\n\n<li>\ubbfc\uac10\ud55c \uc791\uc5c5\uc744 \uc704\ud55c IP \ud654\uc774\ud2b8\ub9ac\uc2a4\ud2b8<\/li>\n\n\n\n<li>\uc801\uc808\ud55c \uc778\uc99d \ubc0f \uc18d\ub3c4 \uc81c\ud55c\uc73c\ub85c API \ubcf4\uc548 \uc720\uc9c0<\/li>\n\n\n\n<li>\uc704\ubcc0\uc870 \ubc29\uc9c0 \uc11c\uba85\ub41c \uac10\uc0ac \ub85c\uadf8<\/li>\n\n\n\n<li>\uc800\uc7a5 \ubc0f \uc804\uc1a1 \uc911\uc778 \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc554\ud638\ud654<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2f1\uae00 \uc0ac\uc778\uc628\uc744 \uc704\ud55c \uc740\ud589 ID \uacf5\uae09\uc790\uc640\uc758 \ud1b5\ud569\uc744 \uc9c0\uc6d0\ud558\uc5ec \ubcf4\uc548\uc744 \uc720\uc9c0\ud558\uba74\uc11c \ube44\ubc00\ubc88\ud638\uc758 \ud53c\ub85c\ub3c4\ub97c \uc904\uc5ec\uc90d\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc2a4\uc704\uc2a4 \ubc0f EU \uaddc\uc81c \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\ub294 \uc554\ud638\ud654 \ud45c\uc900\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb38\uc11c\ud654\ub41c \uc7ac\ud574 \ubcf5\uad6c \uacc4\ud68d, \uc7a5\uc560 \uc870\uce58 \ud14c\uc2a4\ud2b8, \ubcf5\uad6c \uc2dc\uac04 \ubaa9\ud45c\ub294 \uc740\ud589\uc758 \uc704\ud5d8 \uc131\ud5a5\uacfc \uc77c\uce58\ud574\uc57c \ud569\ub2c8\ub2e4. \ub9ce\uc740 \uae30\uad00\uc5d0\uc11c 4\uc2dc\uac04 \ubcf5\uad6c \uc2dc\uac04 \ubaa9\ud45c\ub97c \uc911\uc694 \uc2dc\uc2a4\ud15c\uc758 \ud45c\uc900\uc73c\ub85c \uc0bc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud569\uc758\ub41c \uc2dc\uac04 \ub0b4\uc5d0 CRM\uc744 \uc644\uc804\ud788 \ubcf5\uc6d0\ud558\uace0 \uc870\uc815\ud558\ub294 \ubaa8\uc758 \uc6b4\uc601 \uc911\ub2e8 \uc5f0\uc2b5\uc744 \uace0\ub824\ud574 \ubcf4\uc138\uc694. \ubaa8\ub4e0 \uac10\uc0ac \ub370\uc774\ud130\ub294 \ubcf4\uc874\ub418\uba70, \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc7a5\uc560 \uc870\uce58 \uc911\uc5d0 \uae30\ub85d\uc774 \uc190\uc2e4\ub418\uc9c0 \uc54a\uc558\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5f0\uc2b5\uc744 \ud1b5\ud574 \uaddc\uc81c \uae30\uad00\uc5d0 \uc6b4\uc601 \ubcf5\uc6d0\ub825\uc744 \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-residency-and-cross-border-controls\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uac70\uc8fc \ubc0f \uad6d\uacbd \uac04 \ud1b5\uc81c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uac70\uc8fc\uc9c0\ub780 \ub370\uc774\ud130\uac00 \uc800\uc7a5\ub418\uace0 \ucc98\ub9ac\ub418\ub294 \ubb3c\ub9ac\uc801 \uc704\uce58\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \uace0\uac1d \uc2dd\ubcc4 \ub370\uc774\ud130\uc758 \uacbd\uc6b0, \uac70\uc8fc\uc9c0\ub294 \ud2b9\uc815\ud55c \ubc95\uc801 \ubc0f \ud3c9\ud310\uc801 \uc758\ubbf8\ub97c \uc9c0\ub2c8\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130 \ub610\ub294 \uc740\ud589 \uad6c\ub0b4\uc5d0\uc11c \ud638\uc2a4\ud305\ud558\ub294 InvestGlass\ub294 FINMA \uc544\uc6c3\uc18c\uc2f1 \ud68c\ub78c \ubc0f SwissBanking \ud074\ub77c\uc6b0\ub4dc \uac00\uc774\ub4dc\ub77c\uc778 \uc900\uc218\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uce68\uc5d0 \ub530\ub77c \uc740\ud589\uc740 \ubbfc\uac10\ud55c \ub370\uc774\ud130\uc5d0 \ub300\ud55c \ud1b5\uc81c\uad8c\uc744 \uc720\uc9c0\ud558\uace0 \ub370\uc774\ud130\uac00 \uc5b4\ub514\ub85c \ud758\ub7ec\uac00\ub294\uc9c0 \uc815\ud655\ud788 \ud30c\uc545\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub77c\uc6b0\ud305 \uaddc\uce59\uc744 \uad6c\uc131\ud558\uc5ec \ud2b9\uc815 \uad00\ud560\uad8c\uc758 \ub370\uc774\ud130\uac00 \uc2a4\uc704\uc2a4\ub97c \ubc97\uc5b4\ub098\uac70\ub098 \uace0\uc704\ud5d8 \uad6d\uac00\uc5d0\uc11c \uc561\uc138\uc2a4\ub418\ub294 \uac83\uc744 \ubc29\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc740\ud589\uc740 \ud2b9\uc815 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc758 \uace0\uac1d \ub370\uc774\ud130\uac00 \ubd84\uc11d \ubaa9\uc801\uc73c\ub85c\ub3c4 \uc2a4\uc704\uc2a4 \uc778\ud504\ub77c\ub97c \ubc97\uc5b4\ub098\uc9c0 \uc54a\ub3c4\ub85d \uc9c0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 \uac01 \uc720\ud615\uc758 \uace0\uac1d \ub370\uc774\ud130\uac00 \uc800\uc7a5\ub418\uace0 \ucc98\ub9ac\ub418\ub294 \uc704\uce58\ub97c \uc815\ud655\ud788 \ubcf4\uc5ec\uc8fc\ub294 \ub370\uc774\ud130 \ucc98\ub9ac \ub808\uc9c0\uc2a4\ud130\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uaddc\uc81c \ub2f9\uad6d\uc758 \uc9c8\ubb38\uc744 \uac04\uc18c\ud654\ud558\uace0 GDPR 30\uc870 \uae30\ub85d \ubcf4\uad00 \uc694\uac74\uc744 \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ubaa8\ub378\uc740 \ud2b9\ud788 \uc678\uad6d \uc815\ubd80\uc758 \uae08\uc735 \uc815\ubcf4 \uc811\uadfc\uc744 \uacbd\uacc4\ud558\ub294 EU, \uc911\ub3d9 \ub610\ub294 \uc544\uc2dc\uc544 \uc9c0\uc5ed \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ubbfc\uac04 \uc740\ud589\uc5d0 \uc720\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-audit-trails-reporting-and-regulator-ready-evidence\">\uac10\uc0ac \ucd94\uc801, \ubcf4\uace0 \ubc0f \uaddc\uc81c \uae30\uad00 \uc900\ube44 \uc99d\uac70<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub2f9\uad6d\uc740 \uc740\ud589\uc774 \ubb34\uc5c7\uc744 \ud588\ub294\uc9c0\ubfd0\ub9cc \uc544\ub2c8\ub77c \ubb34\uc5c7\uc744 \uc99d\uba85\ud560 \uc218 \uc788\ub294\uc9c0\uc5d0 \ub530\ub77c \uc740\ud589\uc744 \ud310\ub2e8\ud569\ub2c8\ub2e4. CRM \uc99d\uac70\ub294 \uac80\uc0ac, \ub0b4\ubd80 \uac10\uc0ac \ubc0f \uace0\uac1d \ubd84\uc7c1 \uc2dc \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 CRM\uc740 \uc8fc\uc694 \uc791\uc5c5\uc758 \uc2dc\uac04\uc21c\uc73c\ub85c \ubcc0\uacbd\ub418\uc9c0 \uc54a\ub294 \uae30\ub85d\uc744 \ucea1\ucc98\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud0c0\uc784\uc2a4\ud0ec\ud504 \ubc0f \ucc45\uc784 \uc0ac\uc6a9\uc790\uac00 \uc788\ub294 \uc628\ubcf4\ub529 \ub2e8\uacc4<\/li>\n\n\n\n<li>\ubb38\uc11c\ud654\ub41c \uadfc\uac70\uc5d0 \ub530\ub978 \uc704\ud5d8 \ub4f1\uae09 \ubcc0\uacbd<\/li>\n\n\n\n<li>\uc815\ud655\ud55c \ubb38\uad6c\uc640 \ucc44\ub110\ub85c \ub3d9\uc758 \uc5c5\ub370\uc774\ud2b8<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uacb0\uc815 \ubc0f \ud22c\uc790 \uc81c\uc548<\/li>\n\n\n\n<li>\uace0\uac1d\uacfc\uc758 \ubaa8\ub4e0 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA \ub610\ub294 SRO \uac80\uc0ac \uc2dc \uc740\ud589\uc740 \uace0\uac1d \uc0d8\ud50c\uc5d0 \ub300\ud55c \uc804\uccb4 \ud30c\uc77c\uc744 \uc81c\uacf5\ud558\ub77c\ub294 \uc694\uccad\uc744 \uc790\uc8fc \ubc1b\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \ubaa8\ub4e0 KYC \ubc84\uc804, \uc790\ubb38 \uba54\ubaa8, \uac70\ub798 \ub0b4\uc5ed \ubc0f \uc704\ud5d8 \ud3c9\uac00\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc218\uc791\uc5c5\uc73c\ub85c \ucef4\ud30c\uc77c\ud558\uba74 \uba70\uce60\uc774 \uac78\ub9ac\uace0 \ud544\uc0ac \uc624\ub958\uac00 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ud300\uc740 InvestGlass\ub97c \ud1b5\ud574 \uba87 \ubd84 \uc548\uc5d0 \uc774\ub7ec\ud55c \ud30c\uc77c\uacfc \ud45c\uc900\ud654\ub41c \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc804 \uad6c\uc131\ub41c \ub300\uc2dc\ubcf4\ub4dc\ub294 \uae30\ud55c\uc774 \uc9c0\ub09c \uac80\ud1a0, \uace0\uc704\ud5d8 \uacbd\uace0 \ubc0f \uc815\ucc45 \uc704\ubc18\uc744 \uc2e4\uc2dc\uac04\uc73c\ub85c \ucd94\uc801\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-immutable-activity-logs-and-case-files\">\ubcc0\uacbd \ubd88\uac00\ub2a5\ud55c \ud65c\ub3d9 \ub85c\uadf8 \ubc0f \uc0ac\ub840 \ud30c\uc77c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud0c0\uc784\uc2a4\ud0ec\ud504, \uc0ac\uc6a9\uc790 ID, IP \uc815\ubcf4\uac00 \ud3ec\ud568\ub41c \ubcc0\uc870 \ubc29\uc9c0 \ub85c\uadf8\ub294 \ub0b4\ubd80 \uc870\uc0ac\uc640 \uaddc\uc81c \ub2f9\uad6d\uc758 \uc2e0\ub8b0\ub97c \uc704\ud574 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uace0\uac1d \ud504\ub85c\ud544, \uc704\ud5d8 \uc810\uc218 \ub610\ub294 \ubb38\uc11c\uc5d0 \ub300\ud55c \ubaa8\ub4e0 \ubcc0\uacbd \uc0ac\ud56d\uc740 \uae30\ub85d\ub418\uc5b4\uc57c \ud558\uba70 \uc790\ub3d9\uc73c\ub85c \uc0ad\uc81c\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \ub2e4\uc74c\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub0b4\ubd80 \uac10\uc0ac \uac80\ud1a0<\/li>\n\n\n\n<li>\ub0b4\ubd80 \uace0\ubc1c\uc790 \uc870\uc0ac<\/li>\n\n\n\n<li>\uc0ac\uace0 \ud6c4 \ubd84\uc11d<\/li>\n\n\n\n<li>\ud2b9\uc815 \uac70\ub798\uc5d0 \ub300\ud55c \uaddc\uc81c \ub2f9\uad6d\uc758 \ubb38\uc758<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ubcf5\uc7a1\ud55c \uc870\uc0ac\ub97c \ucf00\uc774\uc2a4\ub85c \uad6c\uc131\ud558\uc5ec \uac01 \uace0\uac1d \ub610\ub294 \uacbd\ubcf4\uc5d0 \ub300\ud55c \uad00\ub828 \ud65c\ub3d9, \ucca8\ubd80 \ud30c\uc77c \ubc0f \uacb0\uc815\uc744 \uadf8\ub8f9\ud654\ud569\ub2c8\ub2e4. \ub2e8\uc77c \uc0ac\ub840 \ud30c\uc77c\uc5d0\ub294 \ucd08\uae30 \uc758\uc2ec\uc2a4\ub7ec\uc6b4 \ud65c\ub3d9 \ubcf4\uace0\uc11c, \ubaa8\ub4e0 \ud6c4\uc18d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \uc2ec\uc0ac \uacb0\uacfc \ubc0f \ucd5c\uc885 \ucc98\ubd84\uc774 \ud3ec\ud568\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144\uc5d0 \uc758\uc2ec\uc2a4\ub7ec\uc6b4 \uad00\uacc4\uc758 \uc804\uccb4 \uc774\ub825\uc744 \uc7ac\uad6c\uc131\ud574\uc57c \ud558\ub294 \ub0b4\ubd80 \uac10\uc0ac\uac00 \uc788\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ud300\uc740 CRM \uc0ac\ub840 \ud30c\uc77c\uc744 \uac00\uc838\uc640 \uc218\ub3d9 \uc870\ub9bd \uc5c6\uc774 \uc804\uccb4 \ud0c0\uc784\ub77c\uc778\uc744 \uc9c1\uc811 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac15\ub825\ud55c \ub85c\uae45\uc740 \ub610\ud55c \ucc45\uc784\uc131\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud558\uba74 \uc740\ud589\uc740 \uc815\ud655\ud788 \uc5b4\ub5a4 \uc77c\uc774 \uc77c\uc5b4\ub0ac\uace0 \ub204\uac00 \uad00\uc5ec\ud588\ub294\uc9c0 \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardized-regulatory-and-management-reporting\">\ud45c\uc900\ud654\ub41c \uaddc\uc81c \ubc0f \uad00\ub9ac \ubcf4\uace0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc0ac\ud68c, FINMA \ubc0f \ud574\uc678 \uaddc\uc81c \uae30\uad00\uc5d0 \ubc18\ubcf5\uc801\uc73c\ub85c \uc81c\ucd9c\ud558\ub294 \ubcf4\uace0\uc11c\ub294 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ucde8\ud569\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uac01 \ud578\ub4dc\uc624\ud504\uc5d0\ub294 \uc624\ub958\uc640 \uc9c0\uc5f0\uc774 \ubc1c\uc0dd\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 CRM\uc5d0\uc11c \uc0dd\uc131\ud560 \uc218 \uc788\ub294 \uc77c\ubc18\uc801\uc778 \ubcf4\uace0\uc11c\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>\ubcf4\uace0\uc11c \uc720\ud615<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ub300\uc0c1<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ube48\ub3c4<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \uac80\ud1a0 \ubc31\ub85c\uadf8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218 \uad00\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc8fc\uac04<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc704\ud5d8 \uc218\uc900 \ubd84\ud3ec<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc774\uc0ac\ud68c, FINMA<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubd84\uae30\ubcc4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad6d\uacbd \uac04 \ub9c8\ucf00\ud305 \ud65c\ub3d9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubc95\ub960, \uaddc\uc815 \uc900\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6d4\uac04<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub3d9\uc758 \uc0c1\ud0dc \uc694\uc57d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \ubcf4\ud638 \ucc45\uc784\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6d4\uac04<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uc704\ud5d8 \uace0\uac1d \ub4f1\ub85d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc120\uc784 \uc900\ubc95 \uac10\uc2dc\uc778<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6d4\uac04<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud2b9\uc815 \uad00\ud560\uad8c \ub610\ub294 \uc608\uc57d \uc13c\ud130\uc5d0 \ub300\ud55c \uaddc\uc81c \ud15c\ud50c\ub9bf\uc5d0 \uc9c1\uc811 \uacf5\uae09\ub418\ub294 \uad6c\uc870\ud654\ub41c \ub370\uc774\ud130\ub97c \ub0b4\ubcf4\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc6d4\ubcc4 \ub610\ub294 \ubd84\uae30\ubcc4 \ubcf4\uace0\uc11c\uc758 \uc790\ub3d9\ud654\ub41c \uc2a4\ucf00\uc904\ub9c1\uc740 \uaddc\uc815 \uc900\uc218 \ubd84\uc11d\uac00\uc758 \ubd80\ub2f4\uc744 \uc904\uc774\uace0 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \uc758\uc874\ub3c4\ub97c \ub0ae\ucdb0\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \uc77c\uad00\ub41c \ubcf4\uace0\ub294 \uace0\uc704 \uacbd\uc601\uc9c4\uc774 \ud589\ub3d9 \uc704\ud5d8\uc744 \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0 \ubb38\uc81c\uac00 \ud655\ub300\ub418\uae30 \uc804\uc5d0 \uc120\uc81c\uc801\uc73c\ub85c \uc815\ucc45\uc744 \uc870\uc815\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-coordinating-compliance-across-front-middle-and-back-office\">\ud504\ub860\ud2b8, \uc911\uac04, \ubc31\uc624\ud53c\uc2a4 \uc804\ubc18\uc758 \uaddc\uc815 \uc900\uc218 \uc870\uc815<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uaddc\uc815 \uc900\uc218 \uc704\ubc18\uc774 \uc778\uc218\uc778\uacc4 \uc9c0\uc810\uc5d0\uc11c \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud588\uc9c0\ub9cc \uc6b4\uc601\ud300\uc740 \uc774\ub97c \uc778\uc9c0\ud558\uc9c0 \ubabb\ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\uac00 \ubcf4\ub958 \uc911\uc774\uc9c0\ub9cc \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4\ub294 \uc5b4\uca0c\ub4e0 \uc9c4\ud589\ud569\ub2c8\ub2e4. \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774 \uc911\ub2e8\ub418\uace0 \uacf5\ubc31\uc774 \uc0dd\uae41\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 CRM\uc740 \uc801\uc808\ud55c \uc561\uc138\uc2a4 \uc5ed\ud560\uc5d0 \ub530\ub77c \ubaa8\ub4e0 \uad00\ub828 \ud300\uc774 \uc791\uc5c5, \uc2b9\uc778 \ubc0f \ubb38\uc11c\ub97c \ubcfc \uc218 \uc788\ub294 \uacf5\uc720 \uc791\uc5c5 \uacf5\uac04 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\uc640 \uac1c\uc778 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc758 \ud63c\ub780\uc2a4\ub7ec\uc6c0\uc744 \uccb4\uacc4\uc801\uc778 \uc791\uc5c5\uc73c\ub85c \ub300\uccb4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \ud45c\uc900\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub294 \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4\uc5d0\uc11c \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud558\uba74 \ubbf8\ub4e4 \uc624\ud53c\uc2a4\uac00 \ud488\uc9c8 \uac80\uc0ac\ub97c \ud1b5\uacfc\ud558\uace0 \uaddc\uc815 \uc900\uc218 \uc2b9\uc778\uc744 \uae30\ub85d\ud560 \ub54c\uae4c\uc9c0 \uc9c4\ud589\ud560 \uc218 \uc5c6\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uac01 \ub2e8\uacc4\uac00 \ub208\uc5d0 \ubcf4\uc774\ubbc0\ub85c \uc5b4\ub5a4 \uac83\ub3c4 \ub204\ub77d\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc640 EU \uc9c0\uc5ed \uac04\uc5d0 \uad6d\uacbd \uac04 \uaddc\uc815\uc774 \ub2e4\ub978 \ub2e4\uc911 \uc608\uc57d \uc13c\ud130 \uc740\ud589\uc744 \uc608\ub85c \ub4e4\uc5b4 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. CRM\uc740 \uc608\uc57d \uc704\uce58 \ubc0f \uace0\uac1d \uac70\uc8fc\uc9c0\uc5d0 \ub530\ub77c \uc62c\ubc14\ub978 \uc694\uad6c \uc0ac\ud56d\uc744 \uc790\ub3d9\uc73c\ub85c \uc801\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-crm-as-a-shared-compliance-workspace\">\uacf5\uc720 \uaddc\uc815 \uc900\uc218 \uc791\uc5c5 \uacf5\uac04\uc73c\ub85c\uc11c\uc758 CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 CRM\uc740 \uad00\uacc4 \uad00\ub9ac\uc790, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, \ub9ac\uc2a4\ud06c \ud300\uc744 \uc704\ud55c \uacf5\ud1b5\uc758 \uc870\uc885\uc11d\ucc98\ub7fc \ub290\uaef4\uc838\uc57c \ud569\ub2c8\ub2e4. \uc8fc\uc694 \uae30\ub2a5\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub9c8\uac10\uc77c \ubc0f \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uacbd\ub85c\uac00 \uc788\ub294 \uc791\uc5c5 \ud560\ub2f9<\/li>\n\n\n\n<li>\ub204\ub77d\ub41c \ubb38\uc11c \ub610\ub294 \ub9cc\ub8cc\uc77c \uc784\ubc15\uc5d0 \ub300\ud55c \uc54c\ub9bc<\/li>\n\n\n\n<li>\uae30\ud55c\uc774 \uc9c0\ub09c \ub9ac\ubdf0\uc5d0 \ub300\ud55c \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uc6cc\ud06c\ud50c\ub85c<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \uc0c1\ud0dc\uc5d0 \ub530\ub978 \uc0c1\ud669\uc5d0 \ub9de\ub294 \uc54c\ub9bc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d \ub9ac\ubdf0\uac00 30\uc77c \ud6c4\uc5d0 \ub9cc\ub8cc\ub420 \ub54c \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \uacbd\uace0\ud558\ub294 \uc54c\ub9bc\uc744 \ud45c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ub9c8\uc9c0\ub9c9 \uc21c\uac04\uc5d0 \uae09\ud558\uac8c \uc11c\ub450\ub974\ub294 \uac83\uc744 \ubc29\uc9c0\ud558\uace0 \uc77c\uad00\ub41c \uace0\uac1d \uacbd\ud5d8\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc5d0 \uc9c1\uc811 \uae30\ub85d\ub41c \uc758\uacac\uacfc \uc758\uc0ac \uacb0\uc815\uc740 \ub204\uac00 \uc5b8\uc81c \ubb34\uc5c7\uc744 \uc2b9\uc778\ud588\ub294\uc9c0 \ubaa8\ud638\ud568\uc744 \uc5c6\uc560\uc90d\ub2c8\ub2e4. \uc774\uba54\uc77c \uccb4\uc778\uc744 \uac80\uc0c9\ud558\uac70\ub098 \uae30\uc5b5\uc5d0\uc11c \ub300\ud654\ub97c \uc7ac\uad6c\uc131\ud560 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uc2dc\uc131\uc744 \uacf5\uc720\ud558\uba74 \ubd80\uc11c \uac04\uc758 \ub9c8\ucc30\uc774 \uc904\uc5b4\ub4e4\uace0 \uc628\ubcf4\ub529 \ubc0f \uac80\ud1a0 \uc8fc\uae30\uac00 \ub2e8\ucd95\ub429\ub2c8\ub2e4. \ubaa8\ub450\uac00 \uac19\uc740 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc791\uc5c5\ud558\uba74 \uc2e0\uaddc \uace0\uac1d\uc744 \ub354 \ube68\ub9ac \ud65c\uc131\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-multi-booking-center-and-cross-border-rule-management\">\uba40\ud2f0 \uc608\uc57d \uc13c\ud130 \ubc0f \uad6d\uacbd \uac04 \uaddc\uce59 \uad00\ub9ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \uc740\ud589\uc740 \uc5ec\ub7ec \uc608\uc57d \uc13c\ud130\ub97c \ud1b5\ud574 \uace0\uac1d\uc744 \uad00\ub9ac\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc73c\uba70 \uc11c\ub958 \ubc0f \ubc30\ud3ec \uc694\uad6c \uc0ac\ud56d\uc774 \uc11c\ub85c \ub2e4\ub985\ub2c8\ub2e4. \ucde8\ub9ac\ud788\uc5d0\uc11c \uc608\uc57d\ud55c \uace0\uac1d\uc740 \ub8e9\uc148\ubd80\ub974\ud06c\uc5d0\uc11c \uc608\uc57d\ud55c \uace0\uac1d\uacfc \ub2e4\ub978 \uaddc\uc81c \uc758\ubb34\uc5d0 \uc9c1\uba74\ud558\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc740 \uad6d\uac00\ubcc4 \uad6c\uc131\uc744 \ud5c8\uc6a9\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc628\ubcf4\ub529 \uc694\uad6c \uc0ac\ud56d<\/li>\n\n\n\n<li>\uc81c\ud488 \uc790\uaca9 \uaddc\uce59<\/li>\n\n\n\n<li>\ub9c8\ucf00\ud305 \uc81c\ud55c \uc0ac\ud56d<\/li>\n\n\n\n<li>\ubb38\uc11c \ud45c\uc900<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ubc0f \uc774\ud0c8\ub9ac\uc544 \uc9c0\uc0ac\uc5d0\uc11c \ubaa8\ub450 \uc6d0\ud558\ub294 \uace0\uac1d\uc774 \uc788\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \ucde8\ub9ac\ud788\uc5d0 \uc608\uc57d\ub418\uc5b4 \uc788\uc9c0\ub9cc \uc774\ud0c8\ub9ac\uc544\uc5d0 \uac70\uc8fc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ubc0f EU \uaddc\uc815\uc744 \ubaa8\ub450 \ud3ec\ud568\ud558\ub294 \uc628\ubcf4\ub529 \uacbd\ub85c\ub97c \ud1b5\ud574 \uc790\ub3d9\uc73c\ub85c \ub77c\uc6b0\ud305\ud569\ub2c8\ub2e4. \uc218\ub3d9 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\uac00 \ud544\uc694\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uaddc\uc815\uc744 \uc900\uc218\ud558\uc9c0 \uc54a\ub294 \uc790\ub8cc\ub97c \uc81c\ud55c \uad6d\uac00\ub85c \ubcf4\ub0b4\ub824\uace0 \ud558\uba74 \uc2dc\uc2a4\ud15c\uc740 \uc7a0\uc7ac\uc801\uc778 \uad6d\uacbd \uac04 \uc704\ubc18\uc744 \ud45c\uc2dc\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \ubcf5\uc7a1\ud55c \uaddc\uc815\uc744 \uc801\uc6a9\ud558\uae30 \uc704\ud574 \uc815\uc801\uc778 PDF \ub9e4\ub274\uc5bc\uc774\ub098 \uae30\uc5b5\uc5d0 \uc758\uc874\ud560 \uc218 \uc788\ub294 \uc0c1\ub2f4\uc6d0\uc758 \uac1c\uc778\uc801\uc778 \uc704\ud5d8\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ud300\uc740 \ub300\uaddc\ubaa8 IT \ud504\ub85c\uc81d\ud2b8 \uc5c6\uc774\ub3c4 CRM \ub0b4\uc5d0\uc11c \ucd5c\uc2e0 \uaddc\uce59 \uc138\ud2b8\ub97c \uc720\uc9c0\ud558\uc5ec \ud604\uc9c0 \uaddc\uc815\uc774 \ubcc0\uacbd\ub418\uba74 \uc774\ub97c \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leveraging-ai-in-a-swiss-crm-without-compromising-compliance\">\uaddc\uc815 \uc900\uc218\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uc9c0 \uc54a\uc73c\uba74\uc11c \uc2a4\uc704\uc2a4 CRM\uc5d0\uc11c AI \ud65c\uc6a9\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uac70\ub798 \ubaa8\ub2c8\ud130\ub9c1, \uc704\ud5d8 \uc694\uc57d, \uace0\uac1d \ubd84\uc11d\uc5d0 AI\uac00 \uc810\uc810 \ub354 \ub9ce\uc774 \uc0ac\uc6a9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uaddc\uc81c \ud658\uacbd\uc5d0\uc11c AI\ub97c \ubc30\ud3ec\ud558\ub824\uba74 \uc124\uba85 \uac00\ub2a5\uc131, \ub370\uc774\ud130 \ubcf4\ud638, \ubaa8\ub378 \uac70\ubc84\ub10c\uc2a4\uc5d0 \uc8fc\uc758\ub97c \uae30\uc6b8\uc5ec\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 CRM\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ub0b4\uc5d0 \uc720\uc9c0\ub418\ub294 AI \uae30\ub2a5\uc744 \ub0b4\uc7a5\ud558\uc5ec \ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud1b5\uc81c\ub418\uc9c0 \uc54a\uc740 \uc678\ubd80 \ubaa8\ub378\ub85c \uc804\uc1a1\ud558\uc9c0 \uc54a\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uae30\ubc00 \uc740\ud589 \uc815\ubcf4\ub97c \ucc98\ub9ac\ud558\ub294 \uc678\uad6d \ud074\ub77c\uc6b0\ub4dc \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \ud574\uc18c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">EU AI \ubc95 \ub17c\uc758\uc640 FINMA\uc758 \uae30\ub300\uc5d0 \ub530\ub978 \uc0c8\ub85c\uc6b4 \uc9c0\uce68\uc740 \uace0\uac1d\uc5d0\uac8c \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 AI \uacb0\uc815\uc740 \uc124\uba85 \uac00\ub2a5\ud558\uace0 \uac10\uc0ac\ud560 \uc218 \uc788\uc5b4\uc57c \ud55c\ub2e4\ub294 \uc810\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uc774\ud574\ud558\uac70\ub098 \uac80\ud1a0\ud560 \uc218 \uc5c6\ub294 \ube14\ub799\ubc15\uc2a4 \ubaa8\ub378\uc740 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \uc8fc\ub85c \uc0ac\ub78c\uc744 \ub300\uccb4\ud558\uae30\ubcf4\ub2e4\ub294 \ubcf4\uc870\ud558\ub294 \uc6a9\ub3c4\ub85c AI\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. AI\ub294 \ubcf5\uc7a1\ud55c KYC \ud30c\uc77c\uc744 \uc694\uc57d\ud558\uace0, \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \ucc28\uc120\ucc45\uc744 \uc81c\uc548\ud558\uac70\ub098, \uc704\ud5d8 \uc218\uc900\uc5d0 \ub530\ub77c \uc54c\ub9bc\uc758 \uc6b0\uc120\uc21c\uc704\ub97c \uc9c0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uc885 \uacb0\uc815 \ucc45\uc784\uc740 \uc5ec\uc804\ud788 \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uc900\ubc95\uac10\uc2dc\uc778\uc5d0\uac8c \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \ucd9c\ub825\uc740 \uc804\uccb4 \ucee8\ud14d\uc2a4\ud2b8\uc640 \ud568\uaed8 CRM\uc5d0 \uae30\ub85d\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ub098\uc911\uc5d0 \uace0\uac1d\uc774\ub098 \uaddc\uc81c \uae30\uad00\uc5d0\uc11c \uc758\uc0ac \uacb0\uc815\uc5d0 \uc774\uc758\ub97c \uc81c\uae30\ud558\ub294 \uacbd\uc6b0, \uc740\ud589\uc740 AI\uac00 \ucd94\ucc9c\ud55c \ub0b4\uc6a9\uacfc \uc0ac\ub78c\uc774 \uc5b4\ub5bb\uac8c \uacb0\uc815\ud588\ub294\uc9c0 \uc815\ud655\ud788 \ubcf4\uc5ec\uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-practical-ai-use-cases-in-compliance-workflows\">\uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc758 \uc2e4\uc81c AI \uc0ac\uc6a9 \uc0ac\ub840<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uba87 \uac00\uc9c0 \uad6c\uccb4\uc801\uc778 \uc0ac\uc6a9 \uc0ac\ub840\ub294 AI\uac00 \ud1b5\uc81c\ub825\uc744 \uc190\uc0c1\uc2dc\ud0a4\uc9c0 \uc54a\uc73c\uba74\uc11c \uaddc\uc815 \uc900\uc218\ub97c \uac15\ud654\ud558\ub294 \ubc29\ubc95\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uc704\ud5d8 \uace0\uac1d\uc744 \uc704\ud55c \uc704\ud5d8 \uc694\uc57d:<\/strong> AI\ub294 \ubcf5\uc7a1\ud55c \uc18c\uc720\uad8c \uad6c\uc870\uc5d0 \ub300\ud55c \uc77c\ubc18 \uc5b8\uc5b4 \uc694\uc57d\uc744 \uc0dd\uc131\ud558\uc5ec \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\uac00 \uac80\ud1a0 \uc911\uc5d0 \uc8fc\uc694 \uc774\uc288\uc5d0 \ub354 \uc27d\uac8c \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc0c1\ud638\uc791\uc6a9 \uae30\ub85d\uc5d0\uc11c \uc774\uc0c1 \uc9d5\ud6c4 \uac10\uc9c0:<\/strong> AI\ub294 \uac70\ub798 \ube48\ub3c4\ub098 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud1a4\uc758 \uac11\uc791\uc2a4\ub7ec\uc6b4 \ubcc0\ud654\uc640 \uac19\uc740 \uace0\uac1d \uc0c1\ud638\uc791\uc6a9\uc758 \ube44\uc815\uc0c1\uc801\uc778 \ud328\ud134\uc744 \ud3ec\ucc29\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2a4\ub9c8\ud2b8\ud55c \ubb38\uc11c \ubd84\ub958:<\/strong> AI\uac00 \uc5c5\ub85c\ub4dc\ub41c \ubb38\uc11c\ub97c \uc790\ub3d9\uc73c\ub85c \ubd84\ub958\ud558\uc5ec \uc218\ub3d9 \ud0dc\uadf8 \uc9c0\uc815 \uc791\uc5c5\uc744 \uc904\uc774\uace0 \uaddc\uc815 \uc900\uc218 \ud30c\uc77c\uc774 \ucc98\uc74c\ubd80\ud130 \uc62c\ubc14\ub974\uac8c \uc815\ub9ac\ub418\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc6b0\uc120 \uc21c\uc704\uac00 \uc9c0\uc815\ub41c \uc54c\ub9bc \ub300\uae30\uc5f4:<\/strong> AI\uac00 \uc704\ud5d8 \uc218\uc900\uc5d0 \ub530\ub77c \uc54c\ub9bc\uc758 \uc21c\uc704\ub97c \ub9e4\uaca8 \uc0ac\ub78c\uc774 \uac00\uc7a5 \uc911\uc694\ud55c \ud30c\uc77c\uc5d0 \uba3c\uc800 \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc5ec \ubc31\ub85c\uadf8\ub97c \uc904\uc774\uace0 \uc751\ub2f5 \uc2dc\uac04\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 \uc2a4\uc704\uc2a4\uc758 \ud55c \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \ubcf5\uc7a1\ud55c \uc2e0\ud0c1 \uad6c\uc870\ub97c \uac80\ud1a0\ud55c\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. AI\uac00 \uc8fc\uc694 \uc18c\uc720\uad8c \uc815\ubcf4\ub97c \ucd94\ucd9c\ud558\uc5ec \uba85\ud655\ud55c \ub300\uc2dc\ubcf4\ub4dc\uc5d0 \ud45c\uc2dc\ud558\uace0, \uc218\uc775 \uc18c\uc720\uc790\uc640 \uace0\uc704\ud5d8 \uad00\ud560 \uc9c0\uc5ed\uacfc\uc758 \uc5f0\uad00\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uadf8\ub7ec\uba74 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790\ub294 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uacb0\uc815\uc744 \ub354 \ube68\ub9ac \ub0b4\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \ubaa8\ub4e0 AI \uacb0\uacfc\ubb3c\uc740 \uc2a4\uc704\uc2a4 \uc778\ud504\ub77c\uc5d0 \ubcf4\uad00\ub418\uba70 \ub2e4\ub978 CRM \ub370\uc774\ud130\uc640 \ub3d9\uc77c\ud55c \uc561\uc138\uc2a4 \uc81c\uc5b4 \ubc0f \ub85c\uae45 \uaddc\uce59\uc774 \uc801\uc6a9\ub429\ub2c8\ub2e4. AI \ubaa8\ub378\uc758 \uac80\uc99d \ubc0f \ubaa8\ub2c8\ud130\ub9c1\uc744 \ud3ec\ud568\ud55c \uac70\ubc84\ub10c\uc2a4 \ud504\ub808\uc784\uc6cc\ud06c\ub294 \ubb38\uc11c\ud654\ub418\uc5b4 \ub0b4\ubd80 \uac10\uc0ac\ud300\uc5d0\uc11c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"337\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter.png\" alt=\"https:\/\/www.shutterstock.com\/image-photo\/analyst-uses-computer-dashboard-data-business-2571757775\" class=\"wp-image-48970\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-18x10.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-selecting-and-implementing-a-swiss-crm-for-compliance-success\">\uc131\uacf5\uc801\uc778 \uaddc\uc815 \uc900\uc218\ub97c \uc704\ud55c \uc2a4\uc704\uc2a4 CRM \uc120\ud0dd \ubc0f \uad6c\ud604<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62c\ubc14\ub978 CRM \uacf5\uae09\uc5c5\uccb4\ub97c \uc120\ud0dd\ud558\ub294 \uac83 \uc790\uccb4\uac00 \uaddc\uc815 \uc900\uc218 \uacb0\uc815\uc785\ub2c8\ub2e4. FINMA \uc544\uc6c3\uc18c\uc2f1 \ubc0f \uc6b4\uc601 \uc704\ud5d8 \uaddc\uce59\uc5d0 \ub530\ub77c \uc740\ud589\uc740 \ub2e4\ub978 \uc911\uc694\ud55c \uc544\uc6c3\uc18c\uc2f1 \uacc4\uc57d\uacfc \ub9c8\ucc2c\uac00\uc9c0\ub85c \uae30\uc220 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uc2e4\uc0ac\ub97c \uc218\ud589\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \ud3c9\uac00 \uae30\uc900\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>\uae30\uc900<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc911\uc694\ud55c \uc774\uc720<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uc8fc\uad8c \uc9c0\uc6d0 \ubc0f \uc678\uad6d \ubc95\ub960 \ub178\ucd9c \uac10\uc18c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc628\ud504\ub808\ubbf8\uc2a4 \uc635\uc158<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5c4\uaca9\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \uac00\uc9c4 \uae30\uad00\uc5d0 \ucd5c\ub300\ud55c\uc758 \uc81c\uc5b4 \uae30\ub2a5 \uc81c\uacf5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \ucc38\uc870<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc720\uc0ac \uae30\uad00\uc5d0\uc11c \uc785\uc99d\ub41c \uc2e4\uc801 \uc785\uc99d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uc548 \uc778\uc99d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5c5\uacc4 \ud45c\uc900\uc744 \ucda9\uc871\ud558\ub294 \uae30\uc220\uc801 \ubcf4\ud638 \uc870\uce58\ub97c \uac80\uc99d\ud569\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>IT \ubc0f \uaddc\uc815 \uc900\uc218 \uc2e4\uc0ac \uc900\ube44 \uc0c1\ud0dc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uacf5\uae09\uc5c5\uccb4\uac00 \ub9ac\uc2a4\ud06c \ud300\uc758 \uc790\uc138\ud55c \uc9c8\ubb38\uc5d0 \ub2f5\ubcc0\ud560 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 \ube44\uae30\uc220\ud300\uc774 \uc6cc\ud06c\ud50c\ub85c, \uc591\uc2dd \ubc0f \uad8c\ud55c\uc744 \uc5bc\ub9c8\ub098 \uc27d\uac8c \uad6c\uc131\ud560 \uc218 \uc788\ub294\uc9c0 \ud3c9\uac00\ud574\uc57c \ud569\ub2c8\ub2e4. \ud655\uc7a5 \uac00\ub2a5\ud55c \uc194\ub8e8\uc158\uc740 \ubaa8\ub4e0 \uc815\ucc45 \ubcc0\uacbd\uc5d0 \ub300\ud574 \uad11\ubc94\uc704\ud55c \ucf54\ub529\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc544\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ub2e8\uacc4\uc801 \uad6c\ud604\uc740 \ub2e4\uc74c\uacfc \uac19\uc774 \uc9c4\ud589\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\uac80\uc0c9 \ubc0f \uc694\uad6c \uc0ac\ud56d \ub9e4\ud551<\/li>\n\n\n\n<li>\ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158<\/li>\n\n\n\n<li>\ud558\ub098\uc758 \uc608\uc57d \uc13c\ud130\ub85c \ud30c\uc77c\ub7ff \uc6b4\uc601<\/li>\n\n\n\n<li>\ubd80\uc11c \uac04 \uc810\uc9c4\uc801 \ud655\uc7a5<\/li>\n\n\n\n<li>\uc801\uc808\ud55c \uad50\uc721\uc744 \ud1b5\ud55c \uc804\uccb4 \ud504\ub85c\ub355\uc158 \ubc30\ud3ec<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9, \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac \ubc0f \uc18c\ub9e4 \ubc45\ud0b9\uc744 \uc704\ud55c \uc0ac\uc804 \uad6c\ucd95\ub41c \ud15c\ud50c\ub9bf\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud15c\ud50c\ub9bf\uc740 \uc77c\ubc18\uc801\uc778 \uaddc\uc81c \uae30\ub300\uce58\ub97c \ubc18\uc601\ud558\ub294 \uc2dc\uc791\uc810\uc744 \uc81c\uacf5\ud558\uc5ec \uaddc\uc815 \uc900\uc218\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-questions-compliance-teams-should-ask-vendors\">\uaddc\uc815 \uc900\uc218 \ud300\uc774 \ubca4\ub354\uc5d0\uac8c \ubb3c\uc5b4\ubd10\uc57c \ud560 \uc9c8\ubb38<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 CRM\uc744 \uc120\ud0dd\ud558\uae30 \uc804\uc5d0 \uaddc\uc815 \uc900\uc218 \ud300\uc740 \ubb38\uc758\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \ub370\uc774\ud130\ub294 \uc815\ud655\ud788 \uc5b4\ub514\uc5d0 \ud638\uc2a4\ud305\ub418\uba70 \uc5b4\ub5a4 \ub370\uc774\ud130 \uc13c\ud130 \uc81c\uacf5\uc5c5\uccb4\ub97c \uc0ac\uc6a9\ud558\ub098\uc694?<\/li>\n\n\n\n<li>\uac10\uc0ac \ub85c\uadf8\ub294 \uc5b4\ub5bb\uac8c \uc800\uc7a5\ub418\uba70 \uaddc\uc81c \uae30\uad00\uc758 \uac80\ud1a0\ub97c \uc704\ud574 \ub0b4\ubcf4\ub0bc \uc218 \uc788\ub098\uc694?<\/li>\n\n\n\n<li>\uc0ac\uace0 \ub300\uc751 \ud504\ub85c\uc138\uc2a4\ub294 \ubb34\uc5c7\uc774\uba70 \uc2a4\uc704\uc2a4 FADP \ubc0f GDPR\uc5d0 \ub530\ub77c \uce68\ud574\ub294 \uc5b4\ub5bb\uac8c \ud1b5\uc9c0\ub418\ub098\uc694?<\/li>\n\n\n\n<li>\uc11c\ube44\uc2a4 \uccb4\uc778\uc758 \ud558\uccad\uc5c5\uccb4\ub294 \ub204\uad6c\uc774\uba70 \uc5b4\ub514\uc5d0 \uc704\uce58\ud574 \uc788\ub098\uc694?<\/li>\n\n\n\n<li>\uacf5\uae09\uc5c5\uccb4\uac00 CRM\uc774 \uc2e4\uc81c \uaddc\uc81c \uae30\uad00\uc758 \ucffc\ub9ac\ub97c \uc5b4\ub5bb\uac8c \uc9c0\uc6d0\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc0d8\ud50c \uc99d\uac70 \ud329\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub098\uc694?<\/li>\n\n\n\n<li>\uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\uac00 \ud544\uc694\ud55c \uad50\uc721\uae30\uad00\uc5d0\uc11c \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\ub97c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub098\uc694?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130, \uc554\ud638\ud654 \uad00\ud589, \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec(\uc635\uc158)\uc5d0 \ub300\ud55c \ud22c\uba85\ud55c \ubb38\uc11c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud30c\uc77c, \uac10\uc0ac \ucd94\uc801 \ubc0f \uaddc\uc815 \uc900\uc218 \ubcf4\uace0\uc11c\uac00 \uaddc\uc81c \uae30\uad00\uc5d0 \uc5b4\ub5bb\uac8c \ud45c\uc2dc\ub418\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc0d8\ud50c \ub0b4\ubcf4\ub0b4\uae30\ub97c \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\uccb4 \ud558\uccad\uc5c5\uccb4 \uccb4\uc778\uc744 \uc774\ud574\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. CRM \uacf5\uae09\uc5c5\uccb4\uac00 \uc2a4\uc704\uc2a4\ub77c\uace0 \ud558\ub354\ub77c\ub3c4 \uc120\ubcc4 \ub3c4\uad6c\ub098 \uc804\uc790 \uc11c\uba85 \uc81c\uacf5\uc5c5\uccb4\uc640 \uac19\uc740 \uc784\ubca0\ub514\ub4dc \uc11c\ube44\uc2a4\ub294 \ub370\uc774\ud130\ub97c \uc678\uad6d \uad00\ud560\uad8c\uc744 \ud1b5\ud574 \ub77c\uc6b0\ud305\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-turning-compliance-from-burden-into-advantage-with-swiss-crm\">\uacb0\ub860 \uc2a4\uc704\uc2a4 CRM\uc73c\ub85c \uaddc\uc815 \uc900\uc218\ub97c \ubd80\ub2f4\uc5d0\uc11c \uc774\uc810\uc73c\ub85c \uc804\ud658\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \uad6d\uc601 CRM\uc740 \uaddc\uc81c \uc900\uc218\ub97c \uc218\ub3d9\uc801\uc774\uace0 \uc0ac\ud6c4 \ub300\uc751\uc801\uc778 \ubd80\ub2f4\uc5d0\uc11c \uad6c\uc870\ud654\ub418\uace0 \ub300\ubd80\ubd84 \uc790\ub3d9\ud654\ub41c \ud504\ub85c\uc138\uc2a4\ub85c \uc804\ud658\ud569\ub2c8\ub2e4. \uc740\ud589\uc740 \uac10\uc0ac \uc804\uc5d0 \ud5c8\ub465\ub300\ub294 \ub300\uc2e0 \uc9c0\uc18d\uc801\uc778 \uaddc\uc815 \uc900\uc218 \uc900\ube44 \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC, \ub3d9\uc758, \uc801\ud569\uc131, \uac10\uc0ac \ucd94\uc801\uc758 \uc911\uc559 \uc9d1\uc911\ud654\ub294 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\uc758 \ubc8c\uae08\uacfc \ud3c9\ud310 \uc190\uc0c1\uc758 \uc704\ud5d8\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \uc904\uc5ec\uc90d\ub2c8\ub2e4. \ubaa8\ub4e0 \uac83\uc774 \ud558\ub098\uc758 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc774\ub8e8\uc5b4\uc9c0\uba74 \uaca9\ucc28\uac00 \ub208\uc5d0 \ubcf4\uc774\uace0 \uc218\uc815\uc774 \uac00\ub2a5\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305, \ub370\uc774\ud130 \uc8fc\uad8c, \uac15\ub825\ud55c \ubcf4\uc548 \uc124\uacc4\ub294 \uc774\uc81c \uc790\uc0b0 \uad00\ub9ac\uc5d0 \ub300\ud55c \uace0\uac1d \uc2e0\ub8b0\ub97c \uc704\ud55c \uc804\ub7b5\uc801 \ucc28\ubcc4\ud654 \uc694\uc18c\uc785\ub2c8\ub2e4. \ub9ce\uc740 \uae30\uad00\uc774 8\uc870 \uc2a4\uc704\uc2a4\ud504\ub791\uc774 \ub118\ub294 \uc790\uc0b0\uc744 \uad00\ub9ac\ud558\ub294 \uc774\uc720\ub294 \ubc14\ub85c \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \uc815\ubcf4\uac00 \uc548\uc804\ud558\ub2e4\uace0 \ubbff\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218\ub294 \ub354 \ub098\uc740 \uace0\uac1d \uacbd\ud5d8, \ub354 \ube60\ub978 \uc628\ubcf4\ub529, \ub354 \uac1c\uc778\ud654\ub41c \uc81c\uc548\uc744 \uc704\ud55c \ud1a0\ub300\ub77c\uace0 \uc0dd\uac01\ud574\uc57c \ud569\ub2c8\ub2e4. CRM\uc774 \uc798 \uad6c\ud604\ub418\uc5b4 \uc788\uc73c\uba74 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ubb38\uc11c\ub97c \ucc3e\ub294 \ub300\uc2e0 \uace0\uac1d \uc11c\ube44\uc2a4\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ub9c8\ucf00\ud305 \ucea0\ud398\uc778\uc744 \uc9c0\uc6d0\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uad6d\uac00 \uac04 \uaddc\uc815\uc744 \uc900\uc218\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \ud2b8\ub79c\uc2a4\ud3ec\uba54\uc774\uc158\uc744 \uc218\uc6a9\ud558\uba74\uc11c \uaddc\uc81c\uc758 \uae30\ub300\uce58\ub97c \uc55e\uc11c \ub098\uac00\ub824\ub294 \uc740\ud589\uc5d0\uac8c \uc2a4\uc704\uc2a4 CRM\uc740 \uc55e\uc73c\ub85c \ub098\uc544\uac08 \uae38\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. InvestGlass\ub294 \ud2b9\uc815 \uaddc\uc81c \uacbd\uacc4 \ubc0f \uc608\uc57d \uc13c\ud130 \uad6c\uc131\uc5d0 \ub9de\uac8c \uad6c\uc131\ud560 \uc218 \uc788\uc5b4 \ub2e4\uc591\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \uac00\uc9c4 \ub9ce\uc740 \uae30\uad00\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-typically-take-a-swiss-bank-to-implement-a-compliance-ready-crm\">\uc2a4\uc704\uc2a4 \uc740\ud589\uc5d0\uc11c \uaddc\uc815 \uc900\uc218\ub97c \uc9c0\uc6d0\ud558\ub294 CRM\uc744 \uad6c\ud604\ud558\ub294 \ub370 \uc77c\ubc18\uc801\uc73c\ub85c \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc2e4\uc801\uc778 \uc77c\uc815\uc740 \uae30\uad00\uc758 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. \uc9d1\uc911\uc801\uc778 \ud504\ub77c\uc774\ube57 \ubc45\ud06c \ud504\ub85c\uc81d\ud2b8\ub294 \ubc1c\uacac\ubd80\ud130 \uc804\uccb4 \ubc30\ud3ec\uae4c\uc9c0 3~6\uac1c\uc6d4\uc774 \uac78\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uad11\ubc94\uc704\ud55c \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc774 \ud3ec\ud568\ub41c \ub300\uaddc\ubaa8 \uba40\ud2f0 \uc608\uc57d \uc13c\ud130 \ubc30\ud3ec\uc758 \uacbd\uc6b0 9~12\uac1c\uc6d4\uc774 \uc18c\uc694\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc810\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \uae30\uc874 \uc2dc\uc2a4\ud15c\uc758 \ub370\uc774\ud130 \ud488\uc9c8, \ud544\uc694\ud55c \ub9de\ucda4\ud615 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc218, \ub0b4\ubd80 \uc2b9\uc778 \ud504\ub85c\uc138\uc2a4 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass \ubc45\ud0b9 \ud15c\ud50c\ub9bf\uacfc \uc2a4\uc704\uc2a4\uc5d0 \uae30\ubc18\uc744 \ub454 \ud504\ub85c\uc81d\ud2b8 \ud300\uc744 \uc0ac\uc6a9\ud558\uba74 \ub9de\ucda4\ud615 \uac1c\ubc1c\uc744 \uc904\uc5ec \uad6c\ud604 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218, IT \ubcf4\uc548 \ubc0f \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \ucc54\ud53c\uc5b8\uc774 \uc870\uae30\uc5d0 \ucc38\uc5ec\ud558\uba74 \ub0b4\ubd80 \uac80\uc99d \ubc0f \uc0ac\uc6a9\uc790 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-swiss-crm-replace-stand-alone-compliance-systems-like-transaction-monitoring\">\uc2a4\uc704\uc2a4 CRM\uc774 \uac70\ub798 \ubaa8\ub2c8\ud130\ub9c1\uacfc \uac19\uc740 \ub3c5\ub9bd\ud615 \uaddc\uc815 \uc900\uc218 \uc2dc\uc2a4\ud15c\uc744 \ub300\uccb4\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc740 \uace0\uac1d \ub370\uc774\ud130, KYC, \uc801\ud569\uc131 \ubc0f \ubb38\uc11c\ud654\ub97c \uc704\ud55c \uc911\uc2ec \ud5c8\ube0c\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc77c\ubd80 \uc740\ud589\uc740 \uc2e4\uc2dc\uac04 \uac70\ub798 \ubaa8\ub2c8\ud130\ub9c1\uc774\ub098 \uc2dc\uc7a5 \ub0a8\uc6a9 \ud0d0\uc9c0\ub97c \uc704\ud574 \uc5ec\uc804\ud788 \ud2b9\uc218 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2dc\uc2a4\ud15c\uc740 CRM \uae30\ub2a5\uc744 \ucd08\uacfc\ud560 \uc218 \uc788\ub294 \ub300\ub7c9\uc758 \uac70\ub798 \ubd84\uc11d\uc5d0 \ucd5c\uc801\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\ubb38 \uc2dc\uc2a4\ud15c\uc758 \uacbd\uace0\uc640 \uacb0\uc815\uc774 CRM \uace0\uac1d \uae30\ub85d\uc5d0 \ub2e4\uc2dc \ubc18\uc601\ub418\ub3c4\ub85d \uac15\ub825\ud55c \ud1b5\ud569\uc744 \ucd5c\uc6b0\uc120\uc73c\ub85c \ud569\ub2c8\ub2e4. InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uc778\ud504\ub77c \ub0b4\uc5d0\uc11c \ub9c8\uc2a4\ud130 \uace0\uac1d \ud504\ub85c\ud544\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc678\ubd80 AML \uc5d4\uc9c4\uacfc \uc5f0\uacb0\ud560 \uc218 \uc788\ub3c4\ub85d API\uc640 \uc6f9\ud6c4\ud06c\ub97c \ub178\ucd9c\ud569\ub2c8\ub2e4. \uc18c\uaddc\ubaa8 \uae30\uad00\uc740 \ub354 \ub9ce\uc740 \uae30\ub2a5\uc744 CRM\uc5d0 \ud1b5\ud569\ud560 \uc218 \uc788\ub294 \ubc18\uba74, \ub300\ud615 \uc720\ub2c8\ubc84\uc124 \uc740\ud589\uc740 CRM\uc5d0 \uc5f0\uacb0\ub41c \uc5ec\ub7ec \uc804\ubb38 \ud50c\ub7ab\ud3fc\uc744 \uc720\uc9c0\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-swiss-crm-help-with-cross-border-client-advisory-restrictions\">\uc2a4\uc704\uc2a4 CRM\uc740 \uad6d\uacbd \uac04 \uace0\uac1d \uc790\ubb38 \uc81c\ud55c\uc5d0 \uc5b4\ub5bb\uac8c \ub3c4\uc6c0\uc774 \ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6d\uacbd \uac04 \uaddc\uce59\uc740 \uace0\uac1d \uac70\uc8fc\uc9c0, \uc608\uc57d \uc13c\ud130 \ubc0f \uc0c1\ub2f4\uc6d0 \uc704\uce58\uc5d0 \ub530\ub77c \ub2e4\ub985\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc18d\uc131\uc740 CRM\uc5d0\uc11c \uc18d\uc131\uc73c\ub85c \ubaa8\ub378\ub9c1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc2a4\ud15c\uc740 \uc81c\ud55c\ub41c \uc2dc\uc7a5\uc758 \uace0\uac1d\uc5d0\uac8c \ud2b9\uc815 \ubb38\uc11c\ub098 \ud22c\uc790 \uc81c\uc548\uc11c\ub97c \ubcf4\ub0b4\uc9c0 \ubabb\ud558\uac8c \ud560 \uc218 \uc788\uc73c\uba70, \uad6d\uacbd\uc774 \uc788\ub294 \uacbd\uc6b0\uc5d0\ub294 \ucd94\uac00 \uc2b9\uc778\uc744 \uc694\uad6c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc815 \uc900\uc218 \ud300\uc774 \uad6d\uac00\ubcc4 \uc81c\uc57d \uc870\uac74\uc744 \uc778\ucf54\ub529\ud558\ub294 \uaddc\uce59 \uc5d4\uc9c4\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uaddc\uc815\uc774 \ubcc0\uacbd\ub418\uba74 \ub300\uaddc\ubaa8 IT \ud504\ub85c\uc81d\ud2b8 \uc5c6\uc774\ub3c4 \uc774\ub7ec\ud55c \uaddc\uce59\uc744 \uc5c5\ub370\uc774\ud2b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc815\uc801\uc778 PDF \ub9e4\ub274\uc5bc\uc774\ub098 \uba54\ubaa8\ub9ac\uc5d0 \uc758\uc874\ud574 \ubcf5\uc7a1\ud55c \uad6d\uac00 \uac04 \uc81c\ud55c\uc744 \uc801\uc6a9\ud574\uc57c \ud558\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uac1c\uc778\uc801 \uc704\ud5d8\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-main-data-protection-advantages-of-hosting-crm-data-in-switzerland\">\uc2a4\uc704\uc2a4\uc5d0\uc11c CRM \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uba74 \uc5b4\ub5a4 \uc8fc\uc694 \ub370\uc774\ud130 \ubcf4\ud638 \uc774\uc810\uc774 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uc740 \ud574\uc678 \uac10\uc2dc\ubc95\uc5d0 \ub300\ud55c \ub178\ucd9c\uc744 \uc904\uc774\uace0 \uae30\ubc00 \uc720\uc9c0\uc5d0 \ub300\ud55c \ub9ce\uc740 \uac1c\uc778 \uace0\uac1d\uc758 \uae30\ub300\uc5d0 \ubd80\ud569\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\ub294 \uc740\ud589 \uae30\ubc00 \ubc0f \ub370\uc774\ud130 \ubcf4\ud638\uc5d0 \uad00\ud55c \uc624\ub79c \ubc95\uc801 \uccb4\uacc4\ub97c \uac16\ucd94\uace0 \uc788\uc73c\uba70, 2023\ub144 9\uc6d4 \uac1c\uc815\ub41c FADP\uc5d0 \uc758\ud574 \uc5c5\ub370\uc774\ud2b8\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \uae30\uad00\uacfc \uace0\uac1d\uc740 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc640 \uc628\ud504\ub808\ubbf8\uc2a4 \uc635\uc158\uc774 \uc5c4\uaca9\ud55c \uae30\ubc00\uc131 \ubc0f \uc8fc\uad8c \uc694\uac74\uc5d0 \ub354 \uc801\ud569\ud558\ub2e4\uace0 \uc0dd\uac01\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \uc774\ub7ec\ud55c \ud658\uacbd\uc744 \ud65c\uc6a9\ud558\uba74\uc11c\ub3c4 \ud1b5\uc81c\ub41c \ub370\uc774\ud130 \ud750\ub984\uc744 \ud1b5\ud574 \ud574\uc678 \uace0\uac1d\uacfc \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \uc6b4\uc601\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-a-compliance-focused-crm-only-relevant-for-large-banks\">\uaddc\uc815 \uc900\uc218\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 CRM\uc740 \ub300\ud615 \uc740\ud589\uc5d0\ub9cc \ud574\ub2f9\ub420\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA \ub610\ub294 SRO\uc758 \uac10\ub3c5\uc744 \ubc1b\ub294 \uc18c\uaddc\ubaa8 \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790\ub3c4 \ub300\ud615 \uae30\uad00\uacfc \uc720\uc0ac\ud55c \ubb38\uc11c\ud654 \ubc0f \uac10\uc0ac \uae30\ub300\uce58\uc5d0 \uc9c1\uba74\ud569\ub2c8\ub2e4. \uaddc\ubaa8\uc5d0 \uad00\uacc4\uc5c6\uc774 \ubaa8\ub4e0 \uae08\uc735 \uae30\uad00\uc740 \ub3d9\uc77c\ud55c \uae30\ubcf8 \uaddc\uc81c \uc694\uac74\uc744 \uc900\uc218\ud558\uace0 \uc788\uc74c\uc744 \uc785\uc99d\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc99d\uac70\ub97c \ubcf4\uc874\ud558\uace0 \uac80\ud1a0\ub97c \uad00\ub9ac\ud560 \uc911\uc559 \uc2dc\uc2a4\ud15c\uc774 \uc5c6\ub294 \uacbd\uc6b0 \uc18c\uaddc\ubaa8 \ud300\uc758 \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\ub294 \uc2e4\uc81c\ub85c \uac1c\ubcc4 \ub9ac\uc2a4\ud06c\ub97c \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \uae00\ub85c\ubc8c \ucf54\uc5b4 \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uc758 \ubcf5\uc7a1\uc131 \uc5c6\uc774 \uc740\ud589 \uc218\uc900\uc758 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ub3c4\uad6c\ub97c \uc6d0\ud558\ub294 \ubd80\ud2f0\ud06c \ubc0f \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0 \uc801\ud569\ud55c \uad6c\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc18c\uaddc\ubaa8 \uae30\uc5c5\uc758 \uacbd\uc6b0, \uaddc\uc815 \ubbf8\uc900\uc218\ub85c \uc778\ud55c \ube44\uc6a9\uc774\ub098 \uc2ec\uac01\ud55c \ubc8c\uae08\uc774 \ucd5c\uc2e0 \uc2a4\uc704\uc2a4 CRM\uc5d0 \ub300\ud55c \ud22c\uc790 \ube44\uc6a9\uc744 \uc27d\uac8c \ucd08\uacfc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-and-integration-ensuring-seamless-rollout-and-adoption\">\uad6c\ud604 \ubc0f \ud1b5\ud569: \uc6d0\ud65c\ud55c \ub864\uc544\uc6c3 \ubc0f \ucc44\ud0dd \ubcf4\uc7a5\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ubc0f \uace0\uac1d \ub370\uc774\ud130 \uad00\ub9ac\ub97c \ud604\ub300\ud654\ud558\uace0\uc790 \ud558\ub294 \uae08\uc735 \uae30\uad00\uc5d0\uac8c \uc2a4\uc704\uc2a4 CRM\uc744 \uad6c\ud604\ud558\ub294 \uac83\uc740 \ub9e4\uc6b0 \uc911\uc694\ud55c \ub2e8\uacc4\uc785\ub2c8\ub2e4. \uc131\uacf5\uc801\uc778 \ub864\uc544\uc6c3\uc740 \uba85\ud655\ud55c \ud1b5\ud569 \uc804\ub7b5\uc73c\ub85c \uc2dc\uc791\ud558\uc5ec CRM\uc774 \uae30\uc874\uc758 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c \ubc0f \uae30\ud0c0 \uc6b4\uc601 \ud50c\ub7ab\ud3fc\uacfc \uc6d0\ud65c\ud558\uac8c \uc5f0\uacb0\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\uc740 \ub370\uc774\ud130 \ubb34\uacb0\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uc870\uc9c1 \uc804\uccb4\uc5d0 \uace0\uac1d \uc815\ubcf4\uc5d0 \ub300\ud55c \ud1b5\ud569\ub41c \ubcf4\uae30\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 \ubcf4\uc548\uacfc \ub370\uc774\ud130 \uc8fc\uad8c\uc740 \ubaa8\ub4e0 \uad6c\ud604\uc758 \ucd5c\uc804\uc120\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc740\ud589\uc740 \uac15\ub825\ud55c \ub370\uc774\ud130 \uc554\ud638\ud654 \ubc0f \ubcf4\uc548 \uc561\uc138\uc2a4 \uc81c\uc5b4\uc640 \uac19\uc740 \uace0\uae09 \ub3c4\uad6c\ub97c \ud65c\uc6a9\ud558\uc5ec \ubbfc\uac10\ud55c \uace0\uac1d \uc815\ubcf4\ub97c \ubcf4\ud638\ud558\uace0 \uc5c4\uaca9\ud55c \uc2a4\uc704\uc2a4 \uaddc\uc815\uc744 \uc900\uc218\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \uad6d\uacbd \ub0b4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ub0b4\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uba74 \ud604\uc9c0 \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ubc95 \ubc0f \uaddc\uc81c \uc694\uac74 \uc900\uc218\uac00 \ub354\uc6b1 \uac15\ud654\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud655\uc7a5 \uac00\ub2a5\ud55c \uc194\ub8e8\uc158\uc740 \uae30\uad00\uc774 \ud655\uc7a5\ub418\uac70\ub098 \uaddc\uc81c\uc758 \uae30\ub300\uce58\uac00 \uc9c4\ud654\ud568\uc5d0 \ub530\ub77c \uc99d\uac00\ud558\ub294 \uace0\uac1d \ub370\uc774\ud130\uc758 \uc591\uacfc \ubcf5\uc7a1\uc131\uc744 \uc218\uc6a9\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. CRM\uc740 \uc0c8\ub85c\uc6b4 \uaddc\uc815 \uc900\uc218 \uaddc\uce59\uc5d0 \uc801\uc751\ud558\uace0, \ucd94\uac00 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ub97c \uc9c0\uc6d0\ud558\uba70, \ubcf4\uc548\uc774\ub098 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uc800\ud558\uc2dc\ud0a4\uc9c0 \uc54a\uc73c\uba74\uc11c \ubbf8\ub798 \uae30\uc220\uacfc \ud1b5\ud569\ud560 \uc218 \uc788\uc744 \ub9cc\ud07c \uc720\uc5f0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ud300\uacfc \uad00\uacc4 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \uc801\uc808\ud55c \uad50\uc721\uc740 \uc131\uacf5\uc801\uc778 \ub3c4\uc785\uc744 \uc704\ud55c \ub610 \ub2e4\ub978 \ucd08\uc11d\uc785\ub2c8\ub2e4. \ud3ec\uad04\uc801\uc778 \uc628\ubcf4\ub529 \ud504\ub85c\uadf8\ub7a8\uc744 \ud1b5\ud574 \uc9c1\uc6d0\ub4e4\uc774 CRM\uc758 \uace0\uae09 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uace0, \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc790\ub3d9\ud654\ud558\uba70, \ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\ub97c \ucc45\uc784\uac10 \uc788\uac8c \uad00\ub9ac\ud558\ub294 \ubc29\ubc95\uc744 \uc774\ud574\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc774\ub294 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0ac \ubfd0\ub9cc \uc544\ub2c8\ub77c \ub354 \ube60\ub974\uace0 \uc815\ud655\ud55c \uc11c\ube44\uc2a4\ub97c \uac00\ub2a5\ud558\uac8c \ud568\uc73c\ub85c\uc368 \uace0\uac1d \uad00\uacc4\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc758 \uacbd\uc6b0, \uac04\uc18c\ud654\ub41c \uace0\uac1d \uc628\ubcf4\ub529\uacfc \uc790\ub3d9\ud654\ub41c \uaddc\uc815 \uc900\uc218 \ud655\uc778\uc744 \ud1b5\ud574 \uc218\uc791\uc5c5 \uc5c5\ubb34\ub7c9\uacfc \uc624\ub958\uc728\uc744 \uc904\uc5ec \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud558\uace0 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc740 \ucc98\uc74c\ubd80\ud130 \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638, \ubcf4\uc548 \ubc0f \uaddc\uc815 \uc900\uc218\ub97c \uc6b0\uc120\uc2dc\ud568\uc73c\ub85c\uc368 \uaddc\uc81c \uc758\ubb34\uc640 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \ubaa8\ub450 \uc9c0\uc6d0\ud558\ub294 \ucd5c\uc2e0 CRM \ud658\uacbd\uc73c\ub85c\uc758 \uc6d0\ud65c\ud55c \uc804\ud658\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-ongoing-banking-compliance-with-a-swiss-crm\">\uc2a4\uc704\uc2a4 CRM\uc744 \ud1b5\ud55c \uc9c0\uc18d\uc801\uc778 \uc740\ud589 \uaddc\uc815 \uc900\uc218\ub97c \uc704\ud55c \ubaa8\ubc94 \uc0ac\ub840<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc18d\uc801\uc778 \uc740\ud589 \uaddc\uc815 \uc900\uc218\ub97c \uc720\uc9c0\ud558\ub824\uba74 \uc2a4\uc704\uc2a4 CRM\uc758 \ubaa8\ub4e0 \uae30\ub2a5\uc744 \ud65c\uc6a9\ud558\ub294 \uc0ac\uc804 \uc608\ubc29\uc801\uc774\uace0 \uccb4\uacc4\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc740 \uac15\ub825\ud55c \ub370\uc774\ud130 \uad00\ub9ac \uad00\ud589\uc744 \ud655\ub9bd\ud558\uc5ec \ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\ub97c \uc77c\uad00\ub418\uac8c \uc815\ud655\ud558\uace0 \ucd5c\uc2e0 \uc0c1\ud0dc\ub85c \uc548\uc804\ud558\uac8c \ubcf4\uad00\ud574\uc57c \ud569\ub2c8\ub2e4. \ucd5c\uc2e0 \uaddc\uc81c \uc758\ubb34\uc640 \ud604\uc9c0 \uaddc\uc815\uc744 \ubc18\uc601\ud558\uc5ec CRM \uc815\ucc45\uc744 \uc815\uae30\uc801\uc73c\ub85c \uac80\ud1a0\ud558\uace0 \uc5c5\ub370\uc774\ud2b8\ud558\ub294 \uac83\uc740 \uaddc\uc815 \uc900\uc218 \ubb38\uc81c\uc5d0 \uc55e\uc11c \ub098\uac00\uae30 \uc704\ud574 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub370\uc774\ud130, \uc6cc\ud06c\ud50c\ub85c \ubc0f \uc561\uc138\uc2a4 \uc81c\uc5b4\uc5d0 \ub300\ud55c \uc815\uae30\uc801\uc778 \uac10\uc0ac\ub97c \ud1b5\ud574 \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc7a0\uc7ac\uc801\uc778 \uaca9\ucc28\uac00 \ubb38\uc81c\ub85c \ud655\ub300\ub418\uae30 \uc804\uc5d0 \uc774\ub97c \uc2dd\ubcc4\ud558\uace0 \ud574\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac10\uc0ac\ub294 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790 \ubc0f \uad00\uacc4 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \uc9c0\uc18d\uc801\uc778 \uad50\uc721\uc73c\ub85c \ubcf4\uc644\ub418\uc5b4\uc57c \ud558\uba70, \ubaa8\ub4e0 \uc9c1\uc6d0\uc774 \uace0\uae09 \ub3c4\uad6c\uc640 \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub97c \ud6a8\uacfc\uc801\uc73c\ub85c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub3c4\ub85d \uc900\ube44\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc774\uace0 \uc624\ub958\ub97c \ucd5c\uc18c\ud654\ud558\uba70 \ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\uc5d0 \ub300\ud55c \ubcf4\uc548\uc744 \uadf9\ub300\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4\uc758 \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub294 \uc704\ud5d8 \uad00\ub9ac\ub97c \uac04\uc18c\ud654\ud558\uc5ec \uace0\uc704\ud5d8 \uace0\uac1d, \ud22c\uc790 \uc81c\uc548, \ube44\uc815\uc0c1\uc801\uc778 \uac70\ub798\uc5d0 \ud50c\ub798\uadf8\ub97c \uc9c0\uc815\ud558\uc5ec \ucd94\uac00 \uac80\ud1a0\ub97c \uc694\uccad\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uace0\uac1d \uc815\ubcf4\uc5d0 \ub300\ud55c \ud1b5\ud569\ub41c \ubcf4\uae30\ub97c \uc720\uc9c0\ud568\uc73c\ub85c\uc368 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0 \ub9c8\ucf00\ud305 \ucea0\ud398\uc778\uc744 \uad00\ub9ac\ud558\uba70 \ubaa8\ub4e0 \ud65c\ub3d9\uc774 \uaddc\uc81c \uae30\ub300\uce58 \ubc0f \ub370\uc774\ud130 \ubcf4\ud638 \ud45c\uc900\uc5d0 \ubd80\ud569\ud558\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Leveraging digital transformation and advanced CRM tools enables Swiss banks and wealth management firms to respond quickly to changing regulations, reduce the risk of non compliance, and protect against reputational damage. Continuous improvement through regular policy updates, technology enhancements, and staff development ensures that compliance remains a core strength rather than a reactive burden.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uae30\uad00\uc740 \uc774\ub7ec\ud55c \ubaa8\ubc94 \uc0ac\ub840\ub97c \uc77c\uc0c1 \uc5c5\ubb34\uc5d0 \ub3c4\uc785\ud568\uc73c\ub85c\uc368 \uaddc\uc815 \uc900\uc218\ub294 \ubb3c\ub860 \uace0\uac1d \uc2e0\ub8b0, \uc6b4\uc601 \ud6a8\uc728\uc131, \uc7a5\uae30\uc801\uc778 \ube44\uc988\ub2c8\uc2a4 \ubcf5\uc6d0\ub825\uc744 \uac15\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>A Swiss hosted CRM like InvestGlass helps banks comply with FINMA, GDPR, and the revised Swiss FADP while keeping client data in Switzerland under strict data sovereignty rules. Centralizing KYC, suitability, and onboarding workflows inside a sovereign CRM sharply reduces manual errors and audit stress for compliance teams. Using one platform for all compliance, onboarding, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49015,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,918,18,1034,380,95],"class_list":["post-48949","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-software","tag-fintech","tag-kyc-compliance","tag-swiss-digital-sovereignty","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Meet Banking Compliance with Swiss CRM: Essential Strategies<\/title>\n<meta name=\"description\" content=\"Discover essential strategies for meeting banking compliance using Swiss CRM solutions. Ensure your business stays compliant\u2014read the article now!\" \/>\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\/\uc2a4\uc704\uc2a4-crm\uc73c\ub85c-\uc740\ud589-\uaddc\uc815-\uc900\uc218\ub97c-\ucda9\uc871\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 Meet Banking Compliance With A Swiss CRM\" \/>\n<meta property=\"og:description\" content=\"A Swiss hosted CRM like InvestGlass helps banks comply with FINMA, GDPR, and the revised Swiss FADP while keeping client data in Switzerland under strict\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/\uc2a4\uc704\uc2a4-crm\uc73c\ub85c-\uc740\ud589-\uaddc\uc815-\uc900\uc218\ub97c-\ucda9\uc871\ud558\ub294-\ubc29\ubc95\/\" \/>\n<meta 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