{"id":48954,"date":"2026-02-06T15:16:07","date_gmt":"2026-02-06T14:16:07","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48954"},"modified":"2026-02-11T13:54:32","modified_gmt":"2026-02-11T12:54:32","slug":"crm%ec%9d%84-%ec%82%ac%ec%9a%a9%ed%95%98%ec%97%ac-%ea%b3%a0%ea%b0%9d-%ec%b0%b8%ec%97%ac%eb%a5%bc-%eb%86%92%ec%9d%b4%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-increase-client-engagement-using-crm\/","title":{"rendered":"CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \ucc38\uc5ec\ub97c \ub192\uc774\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uace0\uac1d\uc740 \uc6d0\ud65c\ud55c \ub514\uc9c0\ud138 \uacbd\ud5d8, \uc0ac\uc804 \uc608\ubc29\uc801 \uc870\uc5b8, \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uae30\ub300\ud558\ub294 \ubc18\uba74 \uaddc\uc81c \ub2f9\uad6d\uc740 \ub354\uc6b1 \uc5c4\uaca9\ud55c \uaddc\uc815 \uc900\uc218\ub97c \uc694\uad6c\ud55c\ub2e4\ub294 \uc810\uc5d0\uc11c \uc624\ub298\ub0a0 \uae08\uc735 \uae30\uad00\uc740 \uc911\ub300\ud55c \ub3c4\uc804\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uc2e0 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc740 \uc774 \ubc29\uc815\uc2dd\uc758 \uc911\uc2ec\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc62c\ubc14\ub978 CRM \uc804\ub7b5\uc744 \ud1b5\ud574 \uccab \ubc88\uc9f8 KYC \uc591\uc2dd\ubd80\ud130 10\ubc88\uc9f8 \uc5f0\ub840 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc744 \uc870\uc728\ud558\uc5ec \uc218\uc775\uc744 \ucc3d\ucd9c\ud558\uace0 \uace0\uac1d \uc774\ud0c8\uc744 \uc904\uc774\ub294 \uc9c0\uc18d\uc801\uc778 \uad00\uacc4\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uae30\uad00\uc774 CRM \uc804\ub7b5\uc744 \uc131\uacf5\uc801\uc73c\ub85c \uad6c\ud604\ud558\uace0 \uace0\uac1d \ucc38\uc5ec\ub97c \ub192\uc774\ub824\uba74 \uace0\uac1d \uc6b0\uc120 \uc0ac\uace0\ubc29\uc2dd\uc744 \ucc44\ud0dd\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \ubaa8\ub4e0 \ud504\ub85c\uc138\uc2a4\uc640 \uc0c1\ud638 \uc791\uc6a9\uc774 \uace0\uac1d\uc758 \uc694\uad6c\ub97c \ucd5c\uc6b0\uc120\uc73c\ub85c \uace0\ub824\ud558\uc5ec \uc124\uacc4\ub418\ub3c4\ub85d \ud568\uc73c\ub85c\uc368 \uc7a5\uae30\uc801\uc778 \ucda9\uc131\ub3c4\ub97c \uc9c0\uc6d0\ud558\ub294 \uace0\uac1d \uc911\uc2ec \ubb38\ud654\ub97c \uc870\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uac00\uc774\ub4dc\uc5d0\uc11c\ub294 \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc5d0 \ucd08\uc810\uc744 \ub9de\ucdb0 CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \ucc38\uc5ec\ub97c \ub192\uc774\ub294 \ubc29\ubc95\uacfc \uc774 \uc911\uc694\ud55c \uacfc\uc81c\uc5d0 \ub300\ud55c \uc2a4\uc704\uc2a4 \uc8fc\uad8c \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\ub294 InvestGlass\uc758 \ubc29\ubc95\uc744 \uc0b4\ud3b4\ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\uc8fc\uc694 \ub0b4\uc6a9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>InvestGlass\uc640 \uac19\uc740 \ucd5c\uc2e0 CRM\uc740 \ubaa8\ub4e0 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc744 \uc870\uc728\ud558\uc5ec \uccab \ubc88\uc9f8 KYC \uc591\uc2dd\ubd80\ud130 \uc5f0\uac04 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc804\uccb4 \uace0\uac1d \uc5ec\uc815\uc5d0\uc11c \uace0\uac1d \ucc38\uc5ec\uc640 \uc720\uc9c0\uc728\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \uace0\uac1d \ub370\uc774\ud130, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud558\ub098\uc758 CRM \ud0c0\uc784\ub77c\uc778\uc5d0 \uc911\uc559 \uc9d1\uc911\ud654\ud558\uba74 \uace0\uac1d\uc758 \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\ub294 \uac1c\uc778\ud654\ub418\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ucc38\uc5ec\uc758 \ud1a0\ub300\uac00 \ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc790\ub3d9\ud654, AI \ubc0f <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=\"5909\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uc5d0\uc11c \uc218\uc791\uc5c5\uc744 \uc904\uc5ec \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ubc18\ubcf5\uc801\uc778 \uc5c5\ubb34 \ub300\uc2e0 \uc758\ubbf8 \uc788\ub294 \uace0\uac1d \ub300\ud654\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc0ac\uc6a9\ub7c9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc704\ud5d8 \ubc0f \ub300\uc751 \uc2dc\uac04\uc5d0 \ub300\ud55c \uc0ac\uc804 \uc608\ubc29\uc801\uc778 \ub370\uc774\ud130 \uae30\ubc18 \ubaa8\ub2c8\ud130\ub9c1\uc744 \ud1b5\ud574 \uace0\uac1d \uc774\ud0c8\uc744 \uc870\uae30\uc5d0 \ud3ec\ucc29\ud558\uace0 \uace0\uac1d \uc0dd\uc560 \uac00\uce58\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uae30 \uc804\uc5d0 \uc774\ud0c8\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc798 \uad6c\ud604\ub41c CRM \uc804\ub7b5\uc740 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735\ud68c\uc0ac\ub97c \uac70\ub798 \uc81c\uacf5\uc5c5\uccb4\uc5d0\uc11c \ucda9\uc131\ub3c4 \ub192\uc740 \uace0\uac1d \uae30\ubc18\uc744 \uac16\ucd98 \uc7a5\uae30\uc801\uc774\uace0 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud30c\ud2b8\ub108\ub85c \ud0c8\ubc14\uafc8\uc2dc\ud0b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-a-client-engagement-strategy-in-a-crm-context\">CRM \ub9e5\ub77d\uc5d0\uc11c \uace0\uac1d \ucc38\uc5ec \uc804\ub7b5\uc774\ub780 \ubb34\uc5c7\uc778\uac00\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">B2B \uae08\uc735 \uae30\uad00\uc758 \uace0\uac1d \ucc38\uc5ec\ub294 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc804\ubc18\uc5d0 \uac78\uce5c \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uc744 \uccb4\uacc4\uc801\uc73c\ub85c \uad00\ub9ac\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc784\uc2dc\uc801\uc778 \uad00\uacc4 \uad6c\ucd95\uacfc \ub2ec\ub9ac CRM\uc740 \uc7a0\uc7ac \uace0\uac1d\ubd80\ud130 \uc7a5\uae30 \uace0\uac1d\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uc811\uc810\uc744 \ucd94\uc801, \uc608\uc57d \ubc0f \uce21\uc815\ud558\uc5ec \ucc38\uc5ec\ub97c \uad00\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ucc38\uc5ec \uc804\ub7b5\uc740 \uc804\uccb4 \uad00\uacc4\uc5d0 \uac78\uccd0 \uacc4\ud68d\ub41c \uc77c\ub828\uc758 \ubb38\uc11c\ud654\ub41c \uc811\uc810\uc785\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \uccab \ubbf8\ud305, \uc81c\uc548\uc11c \uc804\ub2ec, \uc628\ubcf4\ub529 \ub9c8\uc77c\uc2a4\ud1a4, \uac31\uc2e0 \ub17c\uc758 \ubc0f \ud655\uc7a5 \ub300\ud654\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc740 \ub2e4\uc591\ud55c \uc811\uc810\uc5d0\uc11c \uace0\uac1d\uc774 \uae30\uad00\uacfc \uc0c1\ud638 \uc791\uc6a9\ud558\ub294 \ubc29\uc2dd\uc744 \ubb38\uc11c\ud654\ud558\uace0 \ubd84\uc11d\ud558\uc5ec \ubcf4\ub2e4 \uac1c\uc778\ud654\ub418\uace0 \ud6a8\uacfc\uc801\uc778 \ucc38\uc5ec \uc804\ub7b5\uc744 \uc218\ub9bd\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4. \ubaa8\ub4e0 \ud65c\ub3d9\uc740 CRM \ub0b4\uc5d0\uc11c \uc2e4\ud589\ub418\uace0 \ucd94\uc801\ub418\ubbc0\ub85c \uad00\uacc4 \ud488\uc9c8\uacfc \uaddc\uc81c \uc694\uac74\uc744 \ubaa8\ub450 \uc9c0\uc6d0\ud558\ub294 \uba85\ud655\ud55c \uae30\ub85d\uc774 \uc0dd\uc131\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub300\uc0c1 \uc0b0\uc5c5\uc5d0\uc11c \uace0\uac1d \ucc38\uc5ec\ub294 \uc601\uc5c5 \ud1b5\ud654 \uc774\uc0c1\uc758 \uc758\ubbf8\ub97c \uac16\uc2b5\ub2c8\ub2e4. \ub2e4\uc74c\uc744 \ud3ec\ud568\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>\ucc38\uc5ec \uc720\ud615<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc608\uc81c<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d\uc2e0\uc6d0\ud655\uc778(KYC) \uac31\uc2e0, AML \uc810\uac80, \uc801\ud569\uc131 \ud3c9\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc131\uacfc \uac80\ud1a0, \ub9ac\ubc38\ub7f0\uc2f1 \ub17c\uc758, \ub9ac\uc2a4\ud06c \uc5c5\ub370\uc774\ud2b8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uace0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5f0\ub840 \uba85\uc138\uc11c, \uc138\uae08 \ubb38\uc11c, \uaddc\uc81c \uad00\ub828 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc790\ubb38<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc804\ub7b5 \uacc4\ud68d, \uc2b9\uacc4 \ub17c\uc758, \uc2dc\uc7a5 \uc5c5\ub370\uc774\ud2b8<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 CRM \ud50c\ub7ab\ud3fc\uc740 \ud769\uc5b4\uc838 \uc788\ub294 \uc774\uba54\uc77c\uacfc \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub97c \uce21\uc815 \uac00\ub2a5\ud558\uace0 \ubc18\ubcf5 \uac00\ub2a5\ud55c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub85c \ub300\uccb4\ud558\uc5ec MiFID II, FINMA \ubc0f GDPR \uc694\uac74\uc5d0 \ubd80\ud569\ud569\ub2c8\ub2e4. CRM\uc5d0 \uccb4\uacc4\uc801\uc73c\ub85c \ucc38\uc5ec\ud558\ub294 \uae08\uc735\ud68c\uc0ac\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc9c0\uac11 \uc810\uc720\uc728\uacfc \ucd94\ucc9c \uc218\uac00 \uc99d\uac00\ud558\uace0 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc774 \ud604\uc800\ud788 \ub0ae\uc544\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-engagement-versus-traditional-customer-service\">\uace0\uac1d \ucc38\uc5ec\uc640 \uae30\uc874 \uace0\uac1d \uc11c\ube44\uc2a4 \ube44\uad50<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\uacf5\uc801\uc778 \uace0\uac1d \ucc38\uc5ec \uc804\ub7b5\uc744 \uc704\ud574\uc11c\ub294 \ucc38\uc5ec\uc640 \uc11c\ube44\uc2a4\uc758 \ucc28\uc774\ub97c \uc774\ud574\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ucc38\uc5ec\ub294 \uc0ac\uc804 \uc608\ubc29\uc801\uc774\uace0 \uc7a5\uae30\uc801\uc785\ub2c8\ub2e4. \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud558\uae30 \uc804\uc5d0 \uad50\uc721, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc778\uc0ac\uc774\ud2b8, \uc804\ub7b5 \uacc4\ud68d\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \ud6a8\uacfc\uc801\uc778 \uace0\uac1d \ucc38\uc5ec \uc804\ub7b5\uc744 \uc0ac\uc6a9\ud558\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uace0\uac1d\uc758 \uc694\uad6c\ub97c \uc608\uce21\ud558\uace0 \uad00\ub828 \uc815\ubcf4, \uc2dc\uc7a5 \ub17c\ud3c9 \ub610\ub294 \uacc4\ud68d \uae30\ud68c\ub97c \ud1b5\ud574 \uace0\uac1d\uc5d0\uac8c \ub2e4\uac00\uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\uba74 \uace0\uac1d \uc11c\ube44\uc2a4\ub294 \uc0ac\ud6c4 \ub300\uc751\uc801\uc774\uace0 \ud2f0\ucf13 \uae30\ubc18\uc785\ub2c8\ub2e4. \uace0\uac1d \uc9c0\uc6d0\ud300\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \ub85c\uadf8\uc778 \ubb38\uc81c, \uac00\uaca9 \uad00\ub828 \uc9c8\ubb38, \ubb38\uc11c \uc694\uccad \ub4f1 \uc774\ub7ec\ud55c \uc0ac\ud6c4 \ub300\uc751\uc801\uc778 \ud2f0\ucf13 \uae30\ubc18 \ubb38\uc81c\ub97c \ucc98\ub9ac\ud558\ubbc0\ub85c \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc0ac\uc804 \uc608\ubc29\uc801\uc778 \ucc38\uc5ec\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc11c\ube44\uc2a4\ub294 \ud544\uc218\uc801\uc774\uc9c0\ub9cc \uc11c\ube44\uc2a4\ub9cc\uc73c\ub85c\ub294 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uac70\ub098 \uae30\uad00\uc744 \ucc28\ubcc4\ud654\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 CRM \ud0c0\uc784\ub77c\uc778\uc740 \ud68c\uc758, \uc774\uba54\uc77c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub178\ud2b8, \uc9c0\uc6d0 \ud2f0\ucf13\uc744 \ud1b5\ud569\ud558\uc5ec \ud300\uc5d0\uc11c \uac1c\ubcc4\uc801\uc778 \uc0ac\uac74\uc774 \uc544\ub2cc \uc804\uccb4 \uad00\uacc4\ub97c \ud30c\uc545\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \ubd84\uae30\ubcc4 \uc804\ub7b5 \ud1b5\ud654\ub97c \uc608\uc57d\ud558\uace0, \uac1c\uc778\ud654\ub41c \uc2dc\uc7a5 \uc5c5\ub370\uc774\ud2b8\ub97c \uc804\uc1a1\ud558\uace0, \uc740\ud1f4 \uacc4\ud68d\uc5d0 \ub300\ud574 \uc801\uadf9\uc801\uc73c\ub85c \ub17c\uc758\ud558\ub294 \uc2a4\uc704\uc2a4 \uc790\uc0b0 \uad00\ub9ac\uc790\uc640 \ub2e8\uc21c\ud788 \uacc4\uc815 \uad00\ub828 \uc9c8\ubb38\uc774 \uc788\uc744 \ub54c \ub2f5\ubcc0\ub9cc \ud558\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc0dd\uac01\ud574 \ubcf4\uc138\uc694. \uace0\uac1d \ucda9\uc131\ub3c4\uc640 \uace0\uac1d \uc720\uc9c0\uc728\uc5d0\ub294 \uc0c1\ub2f9\ud55c \ucc28\uc774\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-elements-of-an-effective-crm-led-engagement-strategy\">\ud6a8\uacfc\uc801\uc778 CRM \uc8fc\ub3c4 \ucc38\uc5ec \uc804\ub7b5\uc758 \ud575\uc2ec \uc694\uc18c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \uc804\ub7b5\uc744 \uc218\ub9bd\ud558\ub824\uba74 \ub370\uc774\ud130 \ud488\uc9c8, \uc790\ub3d9\ud654, \uac1c\uc778\ud654, \uaddc\uc815 \uc900\uc218 \ub4f1 \uc11c\ub85c \uc5f0\uacb0\ub41c \ub124 \uac00\uc9c0 \uc694\uc18c\uc5d0 \uc8fc\uc758\ub97c \uae30\uc6b8\uc5ec\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub370\uc774\ud130 \uc911\uc559 \uc9d1\uc911\ud654<\/strong> \uae68\ub057\ud558\uace0 \uc911\ubcf5 \uc81c\uac70\ub41c \uae30\ub85d\uacfc \uac00\uad6c \ubdf0\uac00 \uae30\ucd08\ub97c \uc774\ub8f9\ub2c8\ub2e4. \uc815\ud655\ud55c \uace0\uac1d \ub370\uc774\ud130 \uc5c6\uc774\ub294 \uace0\uae09 \uace0\uac1d \ucc38\uc5ec\uac00 \ubd88\uac00\ub2a5\ud569\ub2c8\ub2e4. CRM\uc740 \uace0\uac1d \ud504\ub85c\ud544, \uc5f0\ub77d\ucc98 \uae30\ubcf8 \uc124\uc815 \ubc0f \uad00\uacc4 \uae30\ub85d\uc5d0 \ub300\ud55c \ub2e8\uc77c \uc18c\uc2a4 \uc5ed\ud560\uc744 \ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uac1c\uc778\ud654<\/strong> \ub9ac\uc2a4\ud06c \ud504\ub85c\ud544, AUM, \uc9c0\uc5ed, \ud22c\uc790 \ubaa9\ud45c\uc5d0 \ub530\ub77c \uc138\ubd84\ud654\ud558\uc5ec \uad00\ub828\uc131 \ub192\uc740 \uba54\uc2dc\uc9c0\ub97c \uc804\ub2ec\ud569\ub2c8\ub2e4. \uace0\uac1d\uc758 \ucc38\uc5ec\ub97c \uc720\ub3c4\ud55c\ub2e4\ub294 \uac83\uc740 \uc77c\ubc18\uc801\uc778 \ubc29\uc1a1\uc774 \uc544\ub2c8\ub77c \uace0\uac1d\uc758 \ud2b9\uc815 \uc0c1\ud669\uc5d0 \ub9de\ub294 \ucf58\ud150\uce20\ub97c \uc81c\uacf5\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \ud6a8\uacfc\uc801\uc778 \uac1c\uc778\ud654\ub294 \uac01 \uace0\uac1d\uc774 \uc790\uc2e0\uc744 \uc774\ud574\ud558\uace0 \uc18c\uc911\ud788 \uc5ec\uae34\ub2e4\uace0 \ub290\ub07c\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\"><strong>\uc790\ub3d9\ud654<\/strong> \ubbf8\ud305 \ud6c4 \ud6c4\uc18d \uc808\ucc28, \uc628\ubcf4\ub529 \uc5ec\uc815, CRM\uc5d0 \uc9c1\uc811 \ub0b4\uc7a5\ub41c \uac80\ud1a0 \uc54c\ub9bc\uc744 \ud1b5\ud574 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc218\uc791\uc5c5\uc5d0 \uc2dc\ub2ec\ub9ac\uc9c0 \uc54a\uace0\ub3c4 \uc77c\uad00\uc131\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uac70\ubc84\ub10c\uc2a4 \ubc0f \uce21\uc815<\/strong> \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c, \uac10\uc0ac \ucd94\uc801, KPI\ub294 \ud544\uc218\uc785\ub2c8\ub2e4. \ubaa8\ub4e0 \uacc4\uc57d\uc740 \ucd94\uc801 \uac00\ub2a5\ud558\uace0 \uaddc\uc81c \ud45c\uc900\uc744 \uc900\uc218\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-No-Code-Onboarding-InvestGlass.png\" alt=\"\ucd5c\uace0\uc758 \ucf54\ub4dc \uc5c6\ub294 \uc628\ubcf4\ub529 - InvestGlass\" class=\"wp-image-48093\"><figcaption class=\"wp-element-caption\">\ucd5c\uace0\uc758 \ucf54\ub4dc \uc5c6\ub294 \uc628\ubcf4\ub529 - InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-crm-driven-client-engagement-grows-revenue\">CRM \uae30\ubc18 \uace0\uac1d \ucc38\uc5ec\uac00 \ub9e4\ucd9c\uc744 \uc99d\uac00\uc2dc\ud0a4\ub294 \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uc870\ud654\ub41c CRM \ucc38\uc5ec\ub97c \ub3c4\uc785\ud55c \uae08\uc735\ud68c\uc0ac\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uccab 18\uac1c\uc6d4 \uc774\ub0b4\uc5d0 15~25%\uc758 \uace0\uac1d \uc720\uc9c0\uc728\uc774 \ud5a5\uc0c1\ub429\ub2c8\ub2e4. \ub354 \uc911\uc694\ud55c \uac83\uc740 \uc798 \uad6c\uc131\ub41c CRM\uc740 \ube44\uc815\uae30\uc801\uc778 \uace0\uac1d\uc744 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uad00\uacc4\ub97c \ud655\uc7a5\ud558\ub294 \ucda9\uc131 \uace0\uac1d\uc73c\ub85c \uc804\ud658\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4. \ud0c0\uac9f\ud305\ub41c CRM \uc811\uc810\uc744 \ud1b5\ud574 \uae30\uc874 \uace0\uac1d\uc758 \ucc38\uc5ec\ub97c \uc720\ub3c4\ud558\uba74 \ucda9\uc131\ub3c4\ub97c \ub192\uc774\uace0 \ub9e4\ucd9c \ud655\ub300\ub97c \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc744 \ud1b5\ud574 \uae30\uc5c5\uc740 \uccab \ubc88\uc9f8 \uc6f9\uc0ac\uc774\ud2b8 \uc591\uc2dd\ubd80\ud130 \uc704\uc784\uc7a5 \uc11c\uba85, \uc790\ubb38 \uc11c\ube44\uc2a4\uc758 \uc9c0\uc18d\uc801\uc778 \uad50\ucc28 \ud310\ub9e4\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ud37c\ub110 \uc804\ubc18\uc5d0 \uac78\uce5c \ucc38\uc5ec\ub97c \ucd94\uc801\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uc5ec\uc815\uc5d0 \ub300\ud55c \uc774\ub7ec\ud55c \uac00\uc2dc\uc131\uc744 \ud1b5\ud574 \uc5b4\ub5a4 \uc811\uc810\uc5d0\uc11c \uc758\uc0ac \uacb0\uc815\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc5b4\ub5a4 \uc811\uc810\uc5d0\uc11c \ub9c8\ucc30\uc774 \ubc1c\uc0dd\ud558\ub294\uc9c0 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc744 \ud1b5\ud55c \uc77c\uad00\ub41c \ucc38\uc5ec\ub294 \ud22c\uc790\uc77c\uc784, \uc0dd\uba85\ubcf4\ud5d8, \ub86c\ubc14\ub4dc \ub300\ucd9c\uacfc \uac19\uc740 \ubcf5\uc7a1\ud55c \uc0c1\ud488\uc758 \ud310\ub9e4 \uc8fc\uae30\ub97c \ub2e8\ucd95\ud569\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc774 \uc2dc\uc758\uc801\uc808\ud558\uace0 \uad00\ub828\uc131 \uc788\ub294 \ud6c4\uc18d \uc870\uce58\ub97c \ubc1b\uace0 \uc790\uc2e0\uc758 \uc694\uad6c\uac00 \uc774\ud574\ub418\uc5c8\ub2e4\ub294 \uac83\uc744 \uc54c\uac8c \ub418\uba74 \ub354 \ube68\ub9ac \uc57d\uc18d\uc73c\ub85c \ub098\uc544\uac08 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc38\uc5ec \uace0\uac1d\uc740 KYC \uc5c5\ub370\uc774\ud2b8 \ubc0f \uc801\ud569\uc131 \uac80\ud1a0\uc5d0 \ub354 \ube60\ub974\uac8c \ub300\uc751\ud558\uc5ec \uc6b4\uc601 \uc9c0\uc5f0\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc6d0\ud300\uc774 \ubb38\uc11c\ub97c \ucad3\uc544\ub2e4\ub2c8\ub294 \uc2dc\uac04\uc744 \uc904\uc774\uba74 \uac00\uce58\ub97c \ub354\ud558\ub294 \uc790\ubb38 \uc5c5\ubb34\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc798 \uad6c\uc131\ub41c CRM\uc740 \uacbd\uc601\uc9c4\uc5d0\uac8c \uba85\ud655\ud55c \ud30c\uc774\ud504\ub77c\uc778\uacfc \ub9ac\ud150\uc158 \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 12~24\uac1c\uc6d4 \uae30\uac04\uc5d0 \uac78\uccd0 \uc218\uc775\uc744 \uc608\uce21\ud560 \uc218 \uc788\uc5b4 \ub354 \ub098\uc740 \ube44\uc988\ub2c8\uc2a4 \uacc4\ud68d\uacfc \ub9ac\uc18c\uc2a4 \ud560\ub2f9\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-accelerating-onboarding-deal-velocity-and-time-to-funding\">\uc628\ubcf4\ub529, \uac70\ub798 \uc18d\ub3c4 \ubc0f \uc790\uae08 \uc870\ub2ec \uc2dc\uac04 \uac00\uc18d\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \ub2e8\uacc4\ub294 \ubaa8\ub4e0 \uace0\uac1d \uad00\uacc4\uc5d0\uc11c \uc911\uc694\ud55c \uc21c\uac04\uc785\ub2c8\ub2e4. \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ud540\ud14c\ud06c \ub300\ucd9c \uae30\uad00\uc758 \uacbd\uc6b0 \uc774 \ub2e8\uacc4\uac00 \uc9c0\uc5f0\ub418\uba74 \uc2e0\ub8b0\uac00 \uc57d\ud654\ub418\uace0 \uacbd\uc7c1\uc0ac\uc5d0 \uc7a0\uc7ac \uace0\uac1d\uc744 \ube7c\uc557\uae38 \uc704\ud5d8\uc774 \ub192\uc544\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uacfc eKYC\ub97c \uc0ac\uc6a9\ud558\uba74 \uba87 \uc8fc\uc5d0 \uac78\ub9ac\ub358 \uc885\uc774 \uc11c\ub958 \uad50\ud658 \uc2dc\uac04\uc744 \uba70\uce60\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9 \uc54c\ub9bc\uacfc \ubbf8\ub9ac \uc791\uc131\ub41c \uc591\uc2dd\uc740 \uc2e0\uaddc \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc758 \ub178\uc1fc\uc640 \uc11c\ub958 \ub204\ub77d\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uc7a0\uc7ac \uace0\uac1d \ubbf8\ud305 \ud6c4 \uc989\uac01\uc801\uc778 \ud6c4\uc18d \uc870\uce58\ub97c \ucd09\ubc1c\ud558\ub294 \ubc29\ubc95\uc744 \uace0\ub824\ud574 \ubcf4\uc138\uc694. \uc7a0\uc7ac \uace0\uac1d\uc774 \uad6c\uc870\ud654\ub41c \uba54\ubaa8\uc5d0 \uad00\uc2ec\uc744 \ud45c\uba85\ud558\uba74 \uc601\uc5c5 \ub2f4\ub2f9\uc790\uac00 \uc0c1\uc138\ud55c \uc81c\uc548\uc11c\ub97c \uc900\ube44\ud558\ub294 \ub3d9\uc548 \uc790\ub3d9\ud654\ub41c \uc2dc\ud000\uc2a4\uac00 \ucd94\uc9c4\ub825\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uc9c0\uc18d\uc801\uc73c\ub85c \uc804\ud658\uc728\uc744 \ub192\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub41c \ub9ac\uc2a4\ud06c \ud504\ub85c\ud30c\uc77c\ub9c1 \uc124\ubb38\uc9c0\ub294 \uccab \ubc88\uc9f8 \uad00\uc2ec\uc0ac\uc640 \ud22c\uc790 \uc815\ucc45 \ubb38\uad6c \uc11c\uba85 \uc0ac\uc774\uc758 \ucd94\uc9c4\ub825\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. CRM\uc740 \uc218\ub3d9 \uc2a4\ucf00\uc904\ub9c1\uc744 \uae30\ub2e4\ub9ac\uc9c0 \uc54a\uace0 \uac01 \ub2e8\uacc4\uac00 \uc790\uc5f0\uc2a4\ub7fd\uac8c \ub2e4\uc74c \ub2e8\uacc4\ub85c \uc774\uc5b4\uc9c0\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-strong-long-term-client-relationships\">\uac15\ub825\ud55c \uc7a5\uae30 \uace0\uac1d \uad00\uacc4 \uad6c\ucd95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\uae30\uc801\uc778 CRM \uc608\uc57d \uc811\uc810\uc740 5\ub144\uc5d0\uc11c 10\ub144\uc758 \uae30\uac04 \ub3d9\uc548 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \ucd08\uae30 \ud310\ub9e4\ub294 \uc218\uc2ed \ub144\uc5d0 \uac78\uccd0 \uc9c0\uc18d\ub420 \uc218 \uc788\ub294 \uad00\uacc4\uc758 \uc2dc\uc791\uc5d0 \ubd88\uacfc\ud569\ub2c8\ub2e4. \uc815\uae30\uc801\uc778 \uc810\uac80\uacfc \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0 \ub4f1 \uace0\uac1d\uc758 \uc131\uacf5\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd94\ub294 \uac83\uc774 \uc7a5\uae30\uc801\uc778 \uace0\uac1d \uad00\uacc4\ub97c \uc720\uc9c0\ud558\ub294 \ub370 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ubcc4\ub85c \uc5f0\uac04 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0, \ubc18\uae30\ubcc4 \uc131\uacfc \ud1b5\ud654, \uc6d4\uac04 \uc778\uc0ac\uc774\ud2b8 \uc774\uba54\uc77c\uc744 \uc608\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uc810\uc744 \ud1b5\ud574 \ud5cc\uc2e0\uc801\uc778 \ub178\ub825\uc744 \ubcf4\uc5ec\uc8fc\uace0 \uc2dc\uc7a5\uc774 \uc870\uc6a9\ud55c \uc2dc\uae30\uc5d0\ub3c4 \uace0\uac1d\uc758 \ucc38\uc5ec\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \ubbf8\ud305 \ub178\ud2b8, \uc704\uc784\uc7a5, \uc801\ud569\uc131 \ubb38\uc11c\ub97c \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 CRM\uc5d0 \uc800\uc7a5\ud558\uba74 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ubcc0\uacbd\ub418\ub354\ub77c\ub3c4 \uc5f0\uc18d\uc131\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc740 \uac1c\ubcc4 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc544\ub2cc \uace0\uac1d\uacfc \ud568\uaed8 \uc774\ub3d9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201c2030\ub144 \uc740\ud1f4\u201d \ub610\ub294 \u201c2027\ub144 \uc0ac\uc5c5 \uc885\ub8cc'\uc640 \uac19\uc740 \ub9c8\uc77c\uc2a4\ud1a4\uc5d0 CRM \ud0dc\uadf8\ub97c \uc0ac\uc6a9\ud558\uba74 \ud300\uc774 \uc801\uc808\ud55c \uc21c\uac04\uc5d0 \ubaa9\ud45c\uc5d0 \ub9de\ub294 \uacc4\ud68d \ub300\ud654\ub97c \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0ac\uc804 \uc608\ubc29\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \uc77c\ud68c\uc131 \uac70\ub798\ub97c \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc744 \uadf9\ubcf5\ud560 \uc218 \uc788\ub294 \uc9c0\uc18d\uc801\uc778 \uc790\ubb38 \uad00\uacc4\ub85c \uc804\ud658\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reducing-churn-through-proactive-crm-monitoring\">\uc0ac\uc804 \uc608\ubc29\uc801 CRM \ubaa8\ub2c8\ud130\ub9c1\uc744 \ud1b5\ud55c \uace0\uac1d \uc774\ud0c8 \uac10\uc18c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc870\uae30 \uacbd\uace0 \uc2e0\ud638\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uace0\uac1d\uc774 \uc774\ud0c8\uc744 \uacb0\uc815\ud558\uae30 \uc804\uc5d0 \uace0\uac1d \ud589\ub3d9 \ub370\uc774\ud130\uc5d0 \ub098\ud0c0\ub0a9\ub2c8\ub2e4. \uace0\uac1d\uc774 \uacc4\uc815 \uc774\uc804\uc744 \uc694\uccad\ud560 \ub54c\uae4c\uc9c0 \uae30\ub2e4\ub9ac\uba74 \uc774\ubbf8 \ub108\ubb34 \ub2a6\uc740 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \uce21\uc815 \uac00\ub2a5\ud55c \uc9c0\ud45c\ub97c \ucd94\uc801\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \ub85c\uadf8\uc778 \ud69f\uc218 \uac10\uc18c<\/li>\n\n\n\n<li>\uc774\uba54\uc77c \ub610\ub294 \uc81c\uc548\uc11c\uc5d0 \ub300\ud55c \uc751\ub2f5 \uc9c0\uc5f0<\/li>\n\n\n\n<li>\ucde8\uc18c\ub418\uac70\ub098 \ubc18\ubcf5\uc801\uc73c\ub85c \uc77c\uc815\uc774 \ubcc0\uacbd\ub41c \ud68c\uc758<\/li>\n\n\n\n<li>\uac11\uc791\uc2a4\ub7ec\uc6b4 \ud604\uae08 \uc778\ucd9c \ub610\ub294 \ud3ec\uc9c0\uc158 \uccad\uc0b0<\/li>\n\n\n\n<li>\uc815\uae30\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \ub300\ud55c \ucc38\uc5ec\ub3c4 \uac10\uc18c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub300\uc2dc\ubcf4\ub4dc\ub294 \uad6c\uc131 \uac00\ub2a5\ud55c \uc784\uacc4\uac12\uc5d0 \ub530\ub77c \uc704\ud5d8 \uacc4\uc815\uc5d0 \ud50c\ub798\uadf8\ub97c \uc9c0\uc815\ud558\uc5ec \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \uc54c\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucc38\uc5ec\ub3c4 \uc9c0\ud45c\uac00 \ud558\ub77d\ud558\uba74 \uad00\uacc4\uac00 \uc545\ud654\ub418\uae30 \uc804\uc5d0 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc608\ub97c \ub4e4\uc5b4 \uc81c\uc548\uc5d0 \ub300\ud574 48\uc2dc\uac04 \uc774\ub0b4\uc5d0 \ub2f5\uc7a5\uc774 \ub3c4\ucc29\ud558\uc9c0 \uc54a\uc73c\uba74 \uc6cc\ud06c\ud50c\ub85c\uac00 \ud2b8\ub9ac\uac70\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM\uc740 \uc790\ub3d9\uc73c\ub85c \uac1c\uc778 \ud1b5\ud654\ub97c \uc704\ud55c \uc791\uc5c5\uacfc \uc54c\ub9bc\uc744 \uc0dd\uc131\ud558\uc5ec \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ubd88\ub9cc\uc774 \uc313\uc774\uae30 \uc804\uc5d0 \ud6c4\uc18d \uc870\uce58\ub97c \ucde8\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \ubc88\uc758 \uace0\uac1d \uc774\ud0c8\ub85c \uc778\ud574 \uc0c1\ub2f9\ud55c \uace0\uac1d \ud3c9\uc0dd \uac00\uce58\uac00 \uc190\uc2e4\ub418\ub294 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uacfc \uae30\uad00\uc758 \uacbd\uc6b0 \uc0ac\uc804 \ucc38\uc5ec\uac00 \ud2b9\ud788 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-essential-crm-components-for-higher-client-engagement\">\uace0\uac1d \ucc38\uc5ec\ub3c4\ub97c \ub192\uc774\uae30 \uc704\ud55c \ud544\uc218 CRM \uad6c\uc131 \uc694\uc18c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc139\uc158\uc5d0\uc11c\ub294 \ucc38\uc5ec \uc804\ub7b5\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \uc2e4\ud589\ud558\ub294 \ub370 \ud544\uc694\ud55c CRM \ub0b4\ubd80\uc758 \uc2e4\uc6a9\uc801\uc778 \ud234\ud0b7\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130, \ubcf4\uc548 \uba54\uc2dc\uc9d5 \ub4f1 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uae30\uad00\uacfc \uad00\ub828\ub41c \uae30\ub2a5\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ub85c\uc5f4\ud2f0 \ud504\ub85c\uadf8\ub7a8\uc744 CRM\uc5d0 \ud1b5\ud569\ud558\uba74 \uc7ac\uad6c\ub9e4\ub97c \uc720\ub3c4\ud558\uace0 \uace0\uac1d \ucc38\uc5ec\ub97c \uac15\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uacc4\uce35\ud615, \uad6c\ub3c5 \uae30\ubc18, \uac00\uce58 \uae30\ubc18 \ub610\ub294 \ud3ec\uc778\ud2b8 \uae30\ubc18 \ub85c\uc5f4\ud2f0 \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \ud65c\uc6a9\ud558\uc5ec \uae30\uc5c5\uc740 CRM \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud574 \uc9c1\uc811 \ucda9\uc131\ub3c4 \ub192\uc740 \uace0\uac1d\uc5d0\uac8c \ubcf4\uc0c1\ud558\uace0 \ube0c\ub79c\ub4dc \uc720\uc9c0\uc728\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uad6c\uc131 \uc694\uc18c\ub294 \uc218\ub3d9 \uc774\uba54\uc77c \uac10\uc18c, \ud68c\uc758 \ucc38\uc11d\ub960 \uc99d\uac00, \uc0c1\ud5a5 \ud310\ub9e4 \uae30\ud68c \uc99d\uac00\uc640 \uac19\uc740 \uad6c\uccb4\uc801\uc778 \uc131\uacfc\ub85c \uc5f0\uacb0\ub429\ub2c8\ub2e4. \uc774\ub294 \uc774\ub860\uc801\uc778 \uc774\uc810\uc774 \uc544\ub2c8\ub77c \uad00\uacc4 \ud300\uc774 \uad6c\ud604 \ud6c4 \uba87 \ub2ec \ub0b4\uc5d0 \ub2ec\uc131\ud560 \uc218 \uc788\ub294 \uce21\uc815 \uac00\ub2a5\ud55c \uac1c\uc120 \uc0ac\ud56d\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-hyper-personalisation-at-scale-for-financial-clients\">\uae08\uc735 \uace0\uac1d\uc744 \uc704\ud55c \ub300\uaddc\ubaa8 \ucd08\uac1c\uc778\ud654 \uc11c\ube44\uc2a4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735\uc758 \uac1c\uc778\ud654\ub294 \uaddc\uc81c \uc81c\uc57d\uc744 \uc900\uc218\ud558\uba74\uc11c\ub3c4 \uac1c\ubcc4 \uace0\uac1d\uc758 \ub2c8\uc988\uc5d0 \ub9de\ucd98 \ub290\ub08c\uc744 \uc8fc\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc740 \uace0\uac1d\uc744 \uc9c4\uc815\uc73c\ub85c \uc774\ud574\ud558\uc9c0 \ubabb\ud55c\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MiFID \ud504\ub85c\ud544, \ud22c\uc790 \ud14c\ub9c8, \uc5b8\uc5b4 \ubc0f \uac70\uc8fc\uc9c0\ub97c \uae30\ubc18\uc73c\ub85c \ud55c InvestGlass \uc138\uadf8\uba3c\ud2b8\ub97c \uc0ac\uc6a9\ud558\uba74 \uc81c\ub124\ubc14\uc5d0 \uc788\ub294 \uace0\uac1d\uacfc \uc2f1\uac00\ud3ec\ub974\uc5d0 \uc788\ub294 \uace0\uac1d\uc5d0\uac8c \uc11c\ub85c \ub2e4\ub978 \ucf58\ud150\uce20\ub97c \uc804\ub2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc758 \ub300\uc0c1 \uace0\uac1d\uc744 \uba85\ud655\ud558\uac8c \uc815\uc758\ud558\uace0 \uadf8\uc5d0 \ub530\ub77c \uba54\uc2dc\uc9c0\uac00 \uc870\uc815\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \uac1c\uc778\ud654\uc758 \uc608\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubcf4\ub0b4\uae30 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5910\">ESG<\/a> \uc628\ubcf4\ub529 \uc2dc \uc9c0\uc18d\uac00\ub2a5\uc131 \uc120\ud638\ub3c4\ub97c \ud45c\uc2dc\ud55c \uace0\uac1d\uc5d0\uac8c\ub9cc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc11c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud604\uc9c0 \uc2e0\uace0 \ub9c8\uac10\uc77c\uc5d0 \ub9de\ucdb0 \uc138\uae08 \uacc4\ud68d \ucf58\ud150\uce20 \uc81c\uacf5<\/li>\n\n\n\n<li>\uc0c1\ub2f9\ud55c \uc678\ud654 \ub178\ucd9c\uc774 \uc788\ub294 \uace0\uac1d\uc5d0\uac8c \ud658\ud5e4\uc9c0 \uc5c5\ub370\uc774\ud2b8 \uc81c\uacf5<\/li>\n\n\n\n<li>\uac1c\ubcc4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uc720 \uc885\ubaa9\uacfc \uc5f0\uacc4\ub41c \uc139\ud130 \ud574\uc124 \uacf5\uc720<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 AI \uae30\ub2a5\uc740 \ucd5c\uadfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc, \uc2dc\uc7a5 \uc774\ubca4\ud2b8, \uc774\uc804 \ud68c\uc758 \ub178\ud2b8\ub97c \ucc38\uc870\ud558\uc5ec \uac1c\uc778\ud654\ub41c \uba54\uc2dc\uc9c0\ub97c \uc790\ub3d9\uc73c\ub85c \uc791\uc131\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubaa8\ub4e0 \uac1c\uc778\ud654\ub294 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\ub97c \uc704\ud574 CRM \ub0b4\ubd80\uc5d0 \uba85\ud655\ud55c \uae30\ub85d\uc774 \ubcf4\uad00\ub418\uc5b4 \uac10\uc0ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-unified-omnichannel-communication-in-a-single-timeline\">\ub2e8\uc77c \ud0c0\uc784\ub77c\uc778\uc758 \ud1b5\ud569\ub41c \uc634\ub2c8\ucc44\ub110 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778 \uace0\uac1d\uc740 \uc774\uba54\uc77c, \ud3ec\ud138, \ubaa8\ubc14\uc77c, \ub300\uba74 \ud68c\uc758\uc5d0\uc11c \uc804\ubc18\uc801\uc778 \uace0\uac1d \uacbd\ud5d8\uc774 \uc6d0\ud65c\ud558\uac8c \uc774\ub8e8\uc5b4\uc9c0\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \uc0c1\ud638 \uc791\uc6a9\uc774 \ub2e8\uc808\ub41c \ub290\ub08c\uc774 \ub4e4\uba74 \uc2e0\ub8b0\uac00 \uc57d\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc774\uba54\uc77c, \ud1b5\ud654 \uae30\ub85d, \ud68c\uc758 \ub178\ud2b8, \ubcf4\uc548 \ud3ec\ud138 \uba54\uc2dc\uc9c0, \ub0b4\ubcf4\ub0b8 WhatsApp \ub300\ud654\uae4c\uc9c0 \ud558\ub098\uc758 \uc2dc\uac04\ub300\ubcc4 \ubcf4\uae30\ub85c \uc911\uc559 \uc9d1\uc911\ud654\ud569\ub2c8\ub2e4. \uc774 \ud1b5\ud569 \ud0c0\uc784\ub77c\uc778\uc740 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ubaa8\ub4e0 \uc0ac\ub78c\uc774 \uc644\uc804\ud55c \ub9e5\ub77d\uc744 \ud30c\uc545\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a0\uc7ac \uace0\uac1d\uc774 \uc601\uc5c5\ud300\uc5d0\uc11c \uad00\uacc4 \uad00\ub9ac\uc790\ub85c \uc774\ub3d9\ud574\ub3c4 \uc815\ubcf4\uac00 \uc190\uc2e4\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc744 \ubcfc \uc218 \uc788\uae30 \ub54c\ubb38\uc5d0 \uc778\uc218\uc778\uacc4\uac00 \uc6d0\ud65c\ud558\uac8c \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \ud300\uc740 \uc911\ubcf5\ub41c \uc9c0\uc6d0, \uc0c1\ucda9\ub418\ub294 \uc870\uc5b8 \ub610\ub294 \uae30\ud68c\ub97c \ub193\uce58\ub294 \uac83\uc744 \ubc29\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \uc2a4\ud1a0\ub9ac\uc9c0\ub294 \uc774 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc544\uce74\uc774\ube0c\uac00 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uce59\uc5d0 \ub530\ub77c \uc720\uc9c0\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud558\uc5ec \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \ubcf4\uc874 \uc694\uac74\uc744 \uac00\uc9c4 \uae30\uad00\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-driven-decision-making-with-crm-analytics\">CRM \ubd84\uc11d\uc744 \ud1b5\ud55c \ub370\uc774\ud130 \uae30\ubc18 \uc758\uc0ac \uacb0\uc815<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\ub300\uc758 \uc790\uc0b0 \uad00\ub9ac \ubc0f \uc740\ud589 \uc5c5\ubb34\uc5d0\ub294 \uc9c1\uac10\ub9cc\uc73c\ub85c\ub294 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc758 \ud53c\ub4dc\ubc31\uacfc \ucc38\uc5ec \ud328\ud134\uc774 \uc804\ub7b5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uccd0\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc5d0\uc11c \ucd94\uc801\ud574\uc57c \ud560 \uc8fc\uc694 KPI\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>Metric<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc911\uc694\ud55c \uc774\uc720<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8 \uacc4\uce35\ubcc4 \ubbf8\ud305 \ube48\ub3c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac00\uce58 \uace0\uac1d\uc774 \uc801\uc808\ud55c \uad00\uc2ec\uc744 \ubc1b\uc744 \uc218 \uc788\ub3c4\ub85d \ubcf4\uc7a5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \ubb38\uc758\uc5d0 \ub300\ud55c \uc751\ub2f5 \uc2dc\uac04<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc11c\ube44\uc2a4 \ud488\uc9c8 \ubc0f \ud300 \uc5ed\ub7c9\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uc7a5 \ud574\uc124 \uc624\ud508 \uc694\uae08<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucf58\ud150\uce20 \uad00\ub828\uc131 \ubc0f \ucd5c\uc801\uc758 \ud0c0\uc774\ubc0d\uc744 \ud30c\uc545\ud569\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \ucc44\ud0dd\ub960<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uc778\uac8c\uc774\uc9c0\uba3c\ud2b8 \uc131\uacf5 \uc0ac\ub840<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>NPS \ub610\ub294 \ub9cc\uc871\ub3c4 \uc810\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \uc9c1\uc811 \uce21\uc815<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub300\uc2dc\ubcf4\ub4dc\ub294 \uc5b4\ub5a4 \ucea0\ud398\uc778\uc774 \uc608\uc57d\ub41c \ubbf8\ud305, \uc21c \uc2e0\uaddc \uc790\uc0b0 \ub610\ub294 \uc2e0\uaddc \uc0c1\ud488 \uad6c\ub3c5\uc744 \uc0dd\uc131\ud588\ub294\uc9c0 \ubcf4\uc5ec\uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac00\uc2dc\uc131\uc744 \ud1b5\ud574 \ucc38\uc5ec \uc804\ub7b5\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ucd5c\uc801\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc124\ubb38\uc870\uc0ac\ub098 \uc591\uc2dd\uacfc \uac19\uc740 \uad6c\uc870\ud654\ub41c \ucc44\ub110\uc744 \ud1b5\ud574 \ucd94\uac00 \ud53c\ub4dc\ubc31\uc744 \uc218\uc9d1\ud558\uba74 \ubcc0\ud654\ud558\ub294 \uace0\uac1d\uc758 \uc694\uad6c\uc640 \uc120\ud638\ub3c4\ub97c \ud30c\uc545\ud558\uc5ec \ucc38\uc5ec \uc804\ub7b5\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ucd5c\uc801\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uac04 \uc774\uba54\uc77c\uc774 \uc6d4\uac04 \ubcf4\uace0\uc11c\ubcf4\ub2e4 \uc2e4\uc801\uc774 \uc800\uc870\ud558\ub2e4\ub294 \uc0ac\uc2e4\uc744 \uc54c\uac8c \ub41c \uc2a4\uc704\uc2a4\uc758 \ud55c \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc608\ub85c \ub4e4\uc5b4 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \ubd84\uc11d \uacb0\uacfc, \uace0\uac1d\ub4e4\uc740 \uc7a6\uc740 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \ubd80\ub2f4\uc744 \ub290\ub07c\uc9c0\ub9cc \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc911\uc694\ud558\uac8c \uc5ec\uae30\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. \ucf00\uc774\ub358\uc2a4\ub97c \uc870\uc815\ud558\uc790 \uc624\ud508\uc728\uc774 40% \ud5a5\uc0c1\ub418\uace0 \uc138\uadf8\uba3c\ud2b8 \uc804\ubc18\uc758 \ub9cc\uc871\ub3c4\uac00 \ud5a5\uc0c1\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \ubd84\uc11d\uc740 \uace0\uac1d\uc774 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc704\ud5d8 \ubc0f \ubcc0\uacbd \uc0ac\ud56d\uc5d0 \ub300\ud574 \uc815\uae30\uc801\uc73c\ub85c \uc815\ubcf4\ub97c \uc81c\uacf5\ubc1b\uc558\uc74c\uc744 \uaddc\uc815 \uc900\uc218\uc5d0 \uc785\uc99d\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub418\uba70, \ucc38\uc5ec \ucd94\uc801\uc744 \uaddc\uc81c \ubb38\uc11c\ub85c \uc804\ud658\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-predictive-and-proactive-outreach-using-crm-signals\">CRM \uc2e0\ud638\ub97c \ud65c\uc6a9\ud55c \uc608\uce21 \ubc0f \uc0ac\uc804 \uc608\ubc29\uc801 \uc544\uc6c3\ub9ac\uce58<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc608\uce21 \ubd84\uc11d\uc740 CRM \ub0b4\ubd80\uc758 \ud328\ud134\uacfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \uacb0\ud569\ud558\uc5ec \uace0\uac1d\uc758 \ub2c8\uc988\ub97c \uc608\uce21\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc0ac\ud6c4 \ub300\uc751\uc5d0\uc11c \uc9c4\uc815\uc73c\ub85c \uc0ac\uc804 \uc608\ubc29\uc801\uc778 \ucc38\uc5ec\ub85c \uc804\ud658\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc38\uc5ec \uc810\uc218\ub294 \ub9c8\uc9c0\ub9c9 \uc5f0\ub77d \ub0a0\uc9dc, AUM \ud2b8\ub80c\ub4dc, \ud3ec\ud138 \ud65c\ub3d9 \ub4f1\uc758 \uba54\ud2b8\ub9ad\uc744 \uacb0\ud569\ud558\uc5ec \uc8fc\uc758\uac00 \ud544\uc694\ud55c \uace0\uac1d\uc758 \uc21c\uc704\ub97c \ub9e4\uae41\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc810\uc218\ub294 \uc9c0\uc18d\uc801\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ub418\ubbc0\ub85c \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc801\uc2dc\uc5d0 \uc801\uc808\ud55c \uad00\uacc4\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc73c\ub85c \ucc38\uc5ec\ub3c4\uac00 \ub192\uc740 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0\uc11c \uac11\uc791\uc2a4\ub7ec\uc6b4 \ube44\ud65c\ub3d9\uc774 \ub098\ud0c0\ub098\uba74 \uc2dc\uc2a4\ud15c\uc740 \uc218\uc11d \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \uc6b0\uc120 \uc21c\uc704\uac00 \ub192\uc740 \uc791\uc5c5\uc744 \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uba87 \uc8fc \ud6c4\uc5d0 \ubb38\uc81c\ub97c \ubc1c\uacac\ud558\ub294 \ub300\uc2e0 \ud300\uc774 \uc989\uc2dc \uac1c\uc785\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud2b9\uc815 \uc0c1\ud488\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 2025\ub144 \ub610\ub294 2026\ub144 \uaddc\uc815 \ubcc0\uacbd\uacfc \uac19\uc740 \uaddc\uc81c \uc774\ubca4\ud2b8\uc5d0 \ub300\ud55c \uc790\ub3d9 \uc54c\ub9bc\uc744 \uc608\uc57d\ud560 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2dc\uae30\uc801\uc808\ud55c \uc811\uc810\uc740 \uc804\ubb38\uc131\uacfc \uc0ac\uc804 \uc608\ubc29\uc801 \uad00\ub9ac\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uae30\ub2a5\uc740 \ubcf4\uc870 \ub3c4\uad6c\uc758 \uc5ed\ud560\uc744 \ud558\uba70, \ud64d\ubcf4 \ucf58\ud150\uce20\uc640 \uc2dc\uae30\uc5d0 \ub300\ud55c \ucd5c\uc885 \uacb0\uc815\uc740 \uc778\uac04 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ub0b4\ub9bd\ub2c8\ub2e4. \uae30\uc220\uc740 \ud310\ub2e8\uc744 \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ud310\ub2e8\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"777\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/CleanShot-2025-09-01-at-14.15.12-1024x777.png\" alt=\"\" class=\"wp-image-47921\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/CleanShot-2025-09-01-at-14.15.12-1024x777.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/CleanShot-2025-09-01-at-14.15.12-300x228.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/CleanShot-2025-09-01-at-14.15.12-768x583.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/CleanShot-2025-09-01-at-14.15.12.png 1128w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-gathering-customer-feedback-for-continuous-improvement\">\uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc744 \uc704\ud55c \uace0\uac1d \ud53c\ub4dc\ubc31 \uc218\uc9d1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\uacf5\uc801\uc778 \uace0\uac1d \ucc38\uc5ec \uc804\ub7b5\uc758 \ucd08\uc11d\uc740 \uace0\uac1d \ud53c\ub4dc\ubc31\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \uc218\uc9d1\ud558\uace0 \ubd84\uc11d\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\uc758 \ub9e5\ub77d\uc5d0\uc11c \ud53c\ub4dc\ubc31\uc740 \uace0\uac1d\uc758 \ubcc0\ud654\ud558\ub294 \ub2c8\uc988, \uc120\ud638\ub3c4, \ubd88\ub9cc \uc0ac\ud56d\uc744 \uc774\ud574\ud558\ub294 \uc9c1\uc811\uc801\uc778 \ud1b5\ub85c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc18c\uc15c \ubbf8\ub514\uc5b4, \uc124\ubb38\uc870\uc0ac, \uc774\uba54\uc77c, \uc571 \ub0b4 \ud53c\ub4dc\ubc31 \ub3c4\uad6c\uc640 \uac19\uc740 \ucc44\ub110\uc744 \ud1b5\ud574 \uc801\uadf9\uc801\uc73c\ub85c \uc758\uacac\uc744 \uad6c\ud568\uc73c\ub85c\uc368 \uae08\uc735 \uae30\uad00\uc740 \ucc38\uc5ec \uc804\ub7b5\uc758 \ud6a8\uacfc\uc5d0 \ub300\ud55c \uc2e4\ud589 \uac00\ub2a5\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Customer feedback is not just about resolving individual issues it\u2019s about identifying trends that can inform broader improvements to your CRM strategy. For example, recurring comments about onboarding complexity or communication delays can highlight areas where automated workflows or more personalized service are needed. By integrating this feedback into your customer relationship management CRM, you can optimize client engagement, enhance satisfaction, and ensure that your services align with customer expectations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \uace0\uac1d \ucc38\uc5ec \uc804\ub7b5\uc740 \uc218\uc9d1, \ubd84\uc11d, \uc2e4\ud589, \uce21\uc815\uc774\ub77c\ub294 \ud53c\ub4dc\ubc31 \ub8e8\ud504\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \ucc38\uc5ec\ub3c4\uac00 \uc815\uc801\uc774 \uc544\ub2cc \uc5ed\ub3d9\uc801\uc774\uace0 \ubc18\uc751\uc801\uc778 \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc815\uae30\uc801\uc73c\ub85c \ud53c\ub4dc\ubc31\uc744 \uac80\ud1a0\ud558\uba74 \ubcc0\ud654\ud558\ub294 \uace0\uac1d\uc758 \uc694\uad6c\uc5d0 \ub9de\uac8c \ucc38\uc5ec \uc804\ub7b5\uc744 \uc870\uc815\ud558\uc5ec \uad81\uadf9\uc801\uc73c\ub85c \ub354 \uac15\ub825\ud558\uace0 \uc7a5\uae30\uc801\uc778 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uace0 \uc804\ubc18\uc801\uc778 \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uaddc\uc81c\ub97c \ubc1b\ub294 \uc0b0\uc5c5\uc5d0\uc11c \uc774 \ud504\ub85c\uc138\uc2a4\ub294 \uace0\uac1d\uc758 \uc758\uacac\uc774 \uc11c\ube44\uc2a4 \uc81c\uacf5 \ubc0f \uc704\ud5d8 \uad00\ub9ac\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294\uc9c0 \ubb38\uc11c\ud654\ud558\uc5ec \uaddc\uc815 \uc900\uc218\ub97c \uc9c0\uc6d0\ud558\uae30\ub3c4 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By making customer feedback a central part of your CRM strategy, you not only increase customer satisfaction but also demonstrate a commitment to continuous improvement an essential factor in building trust and loyalty in today\u2019s competitive financial landscape.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-transforming-client-engagement-execution-with-ai-inside-crm\">CRM \ub0b4\ubd80\uc758 AI\ub97c \ud1b5\ud55c \uace0\uac1d \ucc38\uc5ec \uc2e4\ud589\uc758 \ud601\uc2e0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc758 AI\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc778\uac04\uc801\uc778 \uc591\uc9c8\uc758 \ub300\ud654\ub97c \ud655\uc7a5\ud558\ub294 \ubc29\ubc95\uc785\ub2c8\ub2e4. \ubaa9\ud45c\ub294 \uc591\uc9c8\uc758 \uc790\uc0b0 \uad00\ub9ac\ub97c \uc815\uc758\ud558\ub294 \uc778\uac04 \uad00\uacc4\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uc77c\uc0c1\uc801\uc778 \uc5c5\ubb34\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uc744 \uc808\uc57d\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc6a9\uc801\uc778 2024\ub144 \uc218\uc900\uc758 \uae30\ub2a5\uc5d0\ub294 \uc774\uba54\uc77c \ucd08\uc548 \uc791\uc131, \ud68c\uc758 \uc694\uc57d, \ub9ac\ub4dc \uc810\uc218 \ub9e4\uae30\uae30, \uba54\uc2dc\uc9c0\uc5d0\uc11c \uac10\uc815 \uac10\uc9c0 \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uae30\uad00\uc758 \uacbd\uc6b0, AI\ub294 \uc2a4\uc704\uc2a4\uc758 InvestGlass \uc11c\ubc84 \ub610\ub294 \uc0ac\ub0b4 \uc124\uce58\uc640 \uac19\uc740 \uc548\uc804\ud558\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ud658\uacbd\uc5d0\uc11c \uc791\ub3d9\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c \uc0ac\uc6a9 \uc0ac\ub840\ub294 \uad00\uacc4 \ud300\uc774 3\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \ubc30\ud3ec\ud558\uc5ec \ubcf5\uc7a1\ud55c IT \ud504\ub85c\uc81d\ud2b8 \uc5c6\uc774\ub3c4 \uce21\uc815 \uac00\ub2a5\ud55c \uac1c\uc120\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\ub294 \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automating-routine-engagement-tasks-with-ai-assistants\">AI \uc5b4\uc2dc\uc2a4\ud134\ud2b8\ub85c \uc77c\uc0c1\uc801\uc778 \ucc38\uc5ec \uc791\uc5c5 \uc790\ub3d9\ud654\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uc758 \ud655\uc778, \ud45c\uc900 \ubb38\uc11c \uacf5\uc720, \ud6c4\uc18d \uc694\uc57d \uc804\uc1a1\uacfc \uac19\uc740 \uc77c\ubc18\uc801\uc778 \ubc18\ubcf5 \uc791\uc5c5\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc2dc\uac04\uc744 \ub9ce\uc774 \uc18c\ubaa8\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud65c\ub3d9\uc740 \uc911\uc694\ud558\uc9c0\ub9cc \ubaa8\ub4e0 \uc0ac\ub840\uc5d0 \ub300\ud574 \uc0ac\ub78c\uc758 \ud310\ub2e8\uc774 \ud544\uc694\ud55c \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass AI\ub294 CRM\uc5d0 \uc800\uc7a5\ub41c \uba54\ubaa8\ub97c \uae30\ubc18\uc73c\ub85c \uace0\uac1d \ubbf8\ud305 \ud6c4 \ud6c4\uc18d \uc774\uba54\uc77c\uc744 \uc81c\uc548\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ucc98\uc74c\ubd80\ud130 \ucd08\uc548\uc744 \uc791\uc131\ud558\uc9c0 \uc54a\uace0 \uac80\ud1a0\ud558\uace0 \uc2b9\uc778\ud569\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uc218\uc791\uc5c5\uc744 \uc5c6\uc560\uba74\uc11c \ud488\uc9c8\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \uc778\ubc14\uc6b4\ub4dc \uba54\uc2dc\uc9c0\ub97c \uae34\uae09\uc131\uc774\ub098 \uc8fc\uc81c\ubcc4\ub85c \ubd84\ub958\ud558\uc5ec \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub828 \uc9c8\ubb38\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c, \uae30\uc220 \ubb38\uc81c\ub294 \uc9c0\uc6d0\ud300\uc73c\ub85c \ub77c\uc6b0\ud305\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uace0\uac1d\uc758 \uc694\uad6c \uc0ac\ud56d\uc774 \uc801\uc808\ud55c \ud300\uc6d0\uc5d0\uac8c \uc989\uc2dc \uc804\ub2ec\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC \ubb38\uc11c\uac00 \ub204\ub77d\ub418\uc5c8\uac70\ub098 \ud22c\uc790 \uc704\uc784\uc7a5 \uc11c\uba85\uc774 \ubcf4\ub958 \uc911\uc778 \uacbd\uc6b0 \uc790\ub3d9 \uc54c\ub9bc\uc744 \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc804\ub7b5\uc801 \ub17c\uc758\uc5d0 \uc9d1\uc911\ud558\ub294 \ub3d9\uc548 \uc2dc\uc2a4\ud15c\uc774 \ud6c4\uc18d \uc808\ucc28\ub97c \ucc98\ub9ac\ud558\uae30 \ub54c\ubb38\uc5d0 \uc218\ub3d9\uc73c\ub85c \ucd94\uc801\ud558\uc9c0 \uc54a\uc544\ub3c4 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc640 \ud6c4\uc18d \uc870\uce58\ub97c \uc790\ub3d9\ud654\ud558\ub294 \uae30\ub2a5\uc744 \ud1b5\ud574 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uad00\ub9ac\uc790\uac00 \uc544\ub2cc \uad00\uacc4 \uad6c\ucd95\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-time-engagement-scoring-and-risk-alerts\">\uc2e4\uc2dc\uac04 \ucc38\uc5ec \uc810\uc218 \ubc0f \uc704\ud5d8 \uc54c\ub9bc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc38\uc5ec\ub3c4 \uc810\uc218\ub294 \uac01 \uad00\uacc4\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \uc0c1\ud0dc \uc9c0\ud45c\ub85c \uae30\ub2a5\ud569\ub2c8\ub2e4. \ud769\uc5b4\uc838 \uc788\ub294 \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\ub97c \uc2e4\ud589 \uac00\ub2a5\ud55c \uc778\uc0ac\uc774\ud2b8\ub85c \ubcc0\ud658\ud558\uc5ec \uc77c\uc77c \uc6b0\uc120\uc21c\uc704\ub97c \uc548\ub0b4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ucc38\uc5ec \ub370\uc774\ud130, \uc9c0\uc6d0 \ud2f0\ucf13, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\ub3d9\uc131\uc744 \uacb0\ud569\ud558\uc5ec \uace0\uac1d \ub610\ub294 \uc138\uadf8\uba3c\ud2b8\ubcc4 \ub9ac\uc2a4\ud06c \ub300\uc2dc\ubcf4\ub4dc\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5ec\ub7ec \uacbd\uace0 \uc2e0\ud638\uac00 \ud568\uaed8 \ub098\ud0c0\ub098\uba74 \uc2dc\uc2a4\ud15c\uc774 \uc790\ub3d9\uc73c\ub85c \uc5d0\uc2a4\uceec\ub808\uc774\uc158\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\ub7ec \ucc28\ub840 \uc804\ud654\ub97c \ubc1b\uc9c0 \uc54a\uace0 \ubd88\ub9cc\uc774 \uc99d\uac00\ud558\uc5ec \uace0\uac1d \uc810\uc218\uac00 \ud558\ub77d\ud558\ub294 \uc2dc\ub098\ub9ac\uc624\ub97c \uc0dd\uac01\ud574 \ubcf4\uc138\uc694. CRM\uc740 \uc0c1\ud669\uc774 \ub354 \uc545\ud654\ub418\uae30 \uc804\uc5d0 \uace0\uc704 \uad00\uacc4 \uad00\ub9ac\uc790\uc640\uc758 \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \ud68c\uc758\ub97c \ud2b8\ub9ac\uac70\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc870\uae30 \uac1c\uc785\uc740 \uace0\uac1d \uc774\ud0c8\ub85c \ub05d\ub0a0 \uc218 \uc788\ub294 \uad00\uacc4\ub97c \uad6c\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc810\uc218\ub294 \uc2a4\uc704\uc2a4 \uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc0ac\uc6a9\ud558\ub294 \ub0b4\ubd80 \ub9ac\uc2a4\ud06c \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ub9de\ucdb0 \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud22c\uba85\ud55c \ucc44\uc810 \ub85c\uc9c1\uc744 \ubb38\uc11c\ud654\ud558\uc5ec \uaddc\uc815 \uc900\uc218 \ubc0f \uacbd\uc601\uc9c4\uc774 \ud2b8\ub9ac\uac70\ub97c \uc774\ud574\ud558\uace0 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc774\ub97c \uac1c\uc120\ud560 \uc218 \uc788\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-balancing-automation-with-human-advice-and-empathy\">\uc790\ub3d9\ud654\uc640 \uc778\uac04\uc758 \uc870\uc5b8 \ubc0f \uacf5\uac10\uc758 \uade0\ud615 \ub9de\ucd94\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uacfc \uae30\uad00 \ud22c\uc790\uc790\ub294 \uc5ec\uc804\ud788 \uc0ac\ub78c\uacfc \uc9c1\uc811 \ub300\uba74\ud558\ub294 \uac83\uc744 \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud569\ub2c8\ub2e4. \uae30\uc220\uc740 \uad00\uacc4\ub97c \uac15\ud654\ud574\uc57c\uc9c0 \uc758\ubbf8 \uc788\ub294 \ub300\ud654\uc5d0 \uc7a5\ubcbd\uc744 \ub9cc\ub4e4\uc5b4\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\uc5d0 \uc801\ud569\ud55c \uc791\uc5c5\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc815\uae30 \uccb4\ud06c\uc778 \ubc0f \uc54c\ub9bc \uc2dc\ud000\uc2a4<\/li>\n\n\n\n<li>\ud45c\uc900\ud654\ub41c \uc5c5\ub370\uc774\ud2b8 \ubc0f \uc2dc\uc7a5 \ud574\uc124 \ubc30\ud3ec<\/li>\n\n\n\n<li>\ubb38\uc11c \uc218\uc9d1 \uc6cc\ud06c\ud50c\ub85c \ubc0f KYC \uc0c8\ub85c \uace0\uce68<\/li>\n\n\n\n<li>\ubbf8\ud305 \uc608\uc57d \ubc0f \ud655\uc778<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\ub78c\uc758 \ub9ac\ub354\uc2ed\uc774 \ud544\uc694\ud55c \uc791\uc5c5\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc790\uc0b0 \ubc30\ubd84 \ubcc0\uacbd \ubc0f \uc804\ub7b5 \uacc4\ud68d<\/li>\n\n\n\n<li>\uc2b9\uacc4 \uacc4\ud68d \ubc0f \uac00\uc871 \uac70\ubc84\ub10c\uc2a4<\/li>\n\n\n\n<li>\ubcf5\uc7a1\ud55c \ub9ac\uc2a4\ud06c \ub17c\uc758 \ubc0f \uc2dc\ub098\ub9ac\uc624 \ubd84\uc11d<\/li>\n\n\n\n<li>\uad00\uacc4 \ud68c\ubcf5 \ubc0f \ubd88\ub9cc \ud574\uacb0<\/li>\n\n\n\n<li>\ubbfc\uac10\ud55c \uac1c\uc778 \ub610\ub294 \ube44\uc988\ub2c8\uc2a4 \uc0c1\ud669<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uc790\ub3d9\ud654\ub41c \uba54\uc2dc\uc9c0\uc5d0\uc11c \uac1c\uc778 \uc9c0\uc6d0\uc73c\ub85c \ub118\uc5b4\uac00\ub294 \uc2dc\uc810\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uaddc\uce59\uc744 CRM \ub0b4\ubd80\uc5d0 \uc815\uc758\ud558\uba74 \uc778\uac04\uc801\uc778 \uc811\ucd09\uc744 \uc783\uc9c0 \uc54a\uc73c\uba74\uc11c \uc77c\uad00\uc131\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\ub97c \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc9c0\uc6d0\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc73c\uba70, \uc2e0\ub8b0\uc640 \uc7ac\ub7c9\uc774 \uac00\uc7a5 \uc911\uc694\ud55c \uc2a4\uc704\uc2a4 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ubb38\ud654\uc5d0 \uae30\uc220\uc744 \ub9de\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-putting-crm-led-engagement-into-practice-with-investglass\">InvestGlass\ub85c CRM \uc8fc\ub3c4\uc758 \uace0\uac1d \ucc38\uc5ec \uc2e4\ucc9c\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM\uc785\ub2c8\ub2e4. \uc774 \uac00\uc774\ub4dc \uc804\uccb4\uc5d0\uc11c \uc124\uba85\ud558\ub294 \uae30\ub2a5\uc744 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \uae30\ud0c0 \uaddc\uc81c \ub300\uc0c1 \uae30\uad00\uc744 \uc704\ud574 \uc124\uacc4\ub41c \ub2e8\uc77c \ud50c\ub7ab\ud3fc\uc5d0 \ud1b5\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab 90\uc77c \ub3d9\uc548\uc758 \ube60\ub978 \uc131\uacfc\uc5d0\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc628\ubcf4\ub529\uc744 \ub514\uc9c0\ud138\ud654\ud558\uace0, \uac80\ud1a0 \uc6cc\ud06c\ud50c\ub85c\ub97c \ud45c\uc900\ud654\ud558\uba70, \uace0\uac1d \ub370\uc774\ud130\ub97c \ud558\ub098\uc758 \uc811\uadfc \uac00\ub2a5\ud55c \ud0c0\uc784\ub77c\uc778\uc73c\ub85c \ud1b5\ud569\ud558\ub294 \uac83\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\ubcf8\uc801\uc778 \uac1c\uc120\uc744 \ud1b5\ud574 \uc989\uac01\uc801\uc778 \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ubcf4\ub2e4 \uc815\uad50\ud55c \ucc38\uc5ec \uc804\ub7b5\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ud504\ub808\ubbf8\uc2a4 \ubc0f \uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc \ud638\uc2a4\ud305\uc740 \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \ubcf4\uc874 \uc815\ucc45\uc744 \uac00\uc9c4 \uae30\uad00\uc744 \uc704\ud574 InvestGlass\ub97c \ucc28\ubcc4\ud654\ud569\ub2c8\ub2e4. \ud574\uc678 CRM \uc194\ub8e8\uc158\uacfc \ub2ec\ub9ac InvestGlass\ub294 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc2a4\uc704\uc2a4 \uad00\ud560 \ud558\uc5d0 \ubcf4\uad00\ud558\uc5ec FINMA \uc9c0\uce68 \ubc0f \uc740\ud589 \uae30\ubc00 \uc694\uac74\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-centralising-all-client-interactions-and-portfolios\">\ubaa8\ub4e0 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc911\uc559 \uc9d1\uc911\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d \ud504\ub85c\ud544, KYC \ub370\uc774\ud130, \ud22c\uc790 \ud3ec\uc9c0\uc158\uc5d0 \ub300\ud55c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ub2e8\uc77c \uc18c\uc2a4 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc911\uc559 \uc9d1\uc911\ud654\ub294 \ucc38\uc5ec\uc758 \uc9c8\uc744 \ub5a8\uc5b4\ub728\ub9ac\ub294 \ud30c\ud3b8\ud654\ub41c \ubdf0\ub97c \uc81c\uac70\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 InvestGlass\ub97c \ud575\uc2ec \ubc45\ud0b9 \ub610\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc5d0 \uc5f0\uacb0\ud558\uc5ec \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub0b4\uc5ed\uacfc \ud568\uaed8 \ubcf4\uc720 \uc790\uc0b0, \uc131\uacfc, \uc704\ud5d8 \uc9c0\ud45c\ub97c \ud45c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ud55c \ud654\uba74\uc5d0\uc11c \uace0\uac1d\uc758 \ucd5c\uadfc \uc138 \ubc88\uc758 \ud1b5\ud654, \ucd5c\uadfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\uacbd \uc0ac\ud56d, \ubcf4\ub958 \uc911\uc778 \uaddc\uc815 \uc900\uc218 \ud655\uc778\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc548\uc804\ud55c \ubb38\uc11c \uc800\uc7a5 \ubc0f \uc804\uc790 \uc11c\uba85 \uae30\ub2a5\uc740 \ubaa8\ub4e0 \uacc4\uc57d\uc11c\uc640 \uc801\ud569\uc131 \ubcf4\uace0\uc11c\ub97c \uc815\ud655\ud55c \uace0\uac1d \uae30\ub85d\uc5d0 \ucca8\ubd80\ud558\uc5ec \ubcf4\uad00\ud569\ub2c8\ub2e4. \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\ub098 \uacf5\uc720 \ub4dc\ub77c\uc774\ube0c\uc5d0\uc11c \uc5b4\ub5a4 \uac83\ub3c4 \uc190\uc2e4\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uc740 \ud574\ub2f9\ub418\ub294 \uacbd\uc6b0 \ub370\uc774\ud130 \ubcf4\ud638 \ubc0f \uc740\ud589 \uae30\ubc00\uc5d0 \ub300\ud55c FINMA \uc9c0\uce68\uc744 \uc9c0\uc6d0\ud558\ubbc0\ub85c \uae30\uad00\uc774 CRM \uc2dc\uc2a4\ud15c\uc774 \uaddc\uc81c \uae30\ub300\uce58\ub97c \ucda9\uc871\ud55c\ub2e4\ub294 \ud655\uc2e0\uc744 \uac00\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automating-engagement-workflows-without-heavy-it-projects\">\ub300\uaddc\ubaa8 IT \ud504\ub85c\uc81d\ud2b8 \uc5c6\uc774 \ucc38\uc5ec \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \ud300\uc740 \uae34 \uac1c\ubc1c \uc8fc\uae30\ub97c \uae30\ub2e4\ub9b4 \ud544\uc694 \uc5c6\uc774 \uc6cc\ud06c\ud50c\ub85c\ub97c \uc9c1\uc811 \uc124\uacc4\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubbfc\ucca9\uc131\uc740 \uc2e0\uc18d\ud55c \ubc18\ubcf5\uacfc \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2dc\uac01\uc801 \uc6cc\ud06c\ud50c\ub85c \ube4c\ub354\ub97c \ud1b5\ud574 \uc628\ubcf4\ub529 \uc5ec\uc815, \uc815\uae30\uc801\uc778 KYC \uac80\ud1a0, \uace0\uac1d \uc0dd\uc77c \uba54\uc2dc\uc9c0, \uc774\ubca4\ud2b8 \ucd08\ub300\ub97c \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \uc911\uaddc\ubaa8 \uc790\uc0b0 \uad00\ub9ac\uc0ac\ub294 \uba87 \uc8fc \uc548\uc5d0 \uc790\ub3d9\ud654\ub41c \uc791\uc5c5 \uc0dd\uc131 \ubc0f \uc774\uba54\uc77c \ud15c\ud50c\ub9bf\uc744 \ud1b5\ud574 \ubd84\uae30\ubcc4 \uac80\ud1a0 \ud504\ub85c\uc138\uc2a4\ub97c \ud45c\uc900\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc870\uac74\ubd80 \ub85c\uc9c1\uc744 \ud1b5\ud574 VIP \uace0\uac1d\uc740 \uc2dc\ub2c8\uc5b4 \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \ub77c\uc6b0\ud305\ud558\uace0, \ub9ac\ud14c\uc77c \uace0\uac1d\uc740 \ud3ec\ud138 \uae30\ubc18 \uc5c5\ub370\uc774\ud2b8\ub97c \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc138\ubd84\ud654\ub97c \ud1b5\ud574 \ub9ac\uc18c\uc2a4\uac00 \uac00\uc7a5 \ud070 \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\ub294 \uacf3\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uc6cc\ud06c\ud50c\ub85c\ub294 \ub0b4\ubd80 \ubc0f \uc678\ubd80 \uac10\uc0ac\uc790\ub97c \ub9cc\uc871\uc2dc\ud0a4\uae30 \uc704\ud574 \uac10\uc0ac \ucd94\uc801\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uc791\uc5c5\uc774 \uae30\ub85d\ub418\uace0, \ubaa8\ub4e0 \uacb0\uc815\uc744 \ucd94\uc801\ud560 \uc218 \uc788\uc73c\uba70, \uaddc\uc815 \uc900\uc218 \ud300\uc740 \ub0b4\ubd80 \uc815\ucc45\uc744 \uc900\uc218\ud558\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\ub294 \uc62c\ubc14\ub978 \ub3c4\uad6c\ub97c \uac16\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-leveraging-ai-and-client-portals-for-secure-digital-engagement\">\uc548\uc804\ud55c \ub514\uc9c0\ud138 \ucc38\uc5ec\ub97c \uc704\ud55c AI \ubc0f \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \ud65c\uc6a9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b9\ud788 2020\ub144 \uc774\ud6c4 \uc6d0\uaca9 \uc0c1\ud638\uc791\uc6a9\uc73c\ub85c\uc758 \uc804\ud658\uc5d0 \ub530\ub77c \uc790\uc0b0 \uad00\ub9ac \ubd84\uc57c\uc5d0\uc11c \uc548\uc804\ud55c \uace0\uac1d \ud3ec\ud138\uc774 \uae30\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d\uc774 \uc548\uc804\ud55c \ud658\uacbd\uc5d0\uc11c \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud558\uace0, \ubcf4\uace0\uc11c\ub97c \ubcf4\uace0, \uc591\uc2dd\uc5d0 \uc11c\uba85\ud558\uace0, \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uba54\uc2dc\uc9c0\ub97c \ubcf4\ub0bc \uc218 \uc788\ub294 \ube0c\ub79c\ub4dc \ud3ec\ud138\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ub514\uc9c0\ud138 \ucc44\ub110\uc740 \uace0\uac1d\uc774 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc801\uc808\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ucc44\ub110\uc744 \ud1b5\ud574 \uc6b4\uc601\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\uac00 \uc0dd\uc131\ud55c \uc694\uc57d\uc740 \ubcf5\uc7a1\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc11c\ub97c \ud3ec\ud138 \ub0b4\uc5d0\uc11c \uace0\uac1d\uc744 \uc704\ud55c \uac04\uacb0\ud55c \uc124\uba85\uc73c\ub85c \ubc14\uafc0 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \ubcf5\uc7a1\ud55c \ud45c\uc640 \uc804\ubb38 \uc6a9\uc5b4 \ub300\uc2e0 \uc790\uc2e0\uc758 \uc7ac\ubb34 \uc0c1\ud0dc\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \ub0b4\ub7ec\ud2f0\ube0c\ub97c \ubc1b\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud138 \uc0ac\uc6a9 \ub370\uc774\ud130\ub294 CRM\uc5d0 \ud53c\ub4dc\ubc31\ub418\uc5b4 \uc5b4\ub5a4 \uace0\uac1d\uc774 \uc804\ud654 \uae30\ubc18 \ub300\ud654\ubcf4\ub2e4 \ub514\uc9c0\ud138 \uc140\ud504 \uc11c\ube44\uc2a4\ub97c \uc120\ud638\ud558\ub294\uc9c0 \uc54c\ub824\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc0ac\uc774\ud2b8\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uac1c\ubcc4 \uc120\ud638\ub3c4\uc5d0 \ub9de\uac8c \uc811\uadfc \ubc29\uc2dd\uc744 \uc870\uc815\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc885\ub2e8 \uac04 \uc554\ud638\ud654\uc640 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\ub294 \uc720\ub7fd \ubc0f \uc804 \uc138\uacc4 \uace0\uac1d\uc758 \uc5c4\uaca9\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uae30\ub300\uce58\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-success-of-crm-based-client-engagement\">CRM \uae30\ubc18 \uace0\uac1d \ucc38\uc5ec\uc758 \uc131\uacf5 \uce21\uc815<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ucc38\uc5ec \uc804\ub7b5\uc774 \uc2e4\uc9c8\uc801\uc778 \uac00\uce58\ub97c \uc81c\uacf5\ud558\ub824\uba74 \uba85\ud655\ud558\uace0 \uc2e4\ud589 \uac00\ub2a5\ud55c \uc9c0\ud45c\ub97c \uc0ac\uc6a9\ud558\uc5ec CRM \uae30\ubc18 \uace0\uac1d \ucc38\uc5ec\uc758 \uc131\uacf5 \uc5ec\ubd80\ub97c \uce21\uc815\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc62c\ubc14\ub978 \ucc38\uc5ec \uc9c0\ud45c\ub97c \ucd94\uc801\ud568\uc73c\ub85c\uc368 \uae08\uc735 \uae30\uad00\uc740 \uace0\uac1d\uc758 \uae30\ub300\uce58\ub97c \uc5bc\ub9c8\ub098 \uc798 \ucda9\uc871\ud558\uace0 \uc788\ub294\uc9c0, \uadf8\ub9ac\uace0 \uac1c\uc120\uc758 \uc5ec\uc9c0\uac00 \uc788\ub294 \ubd80\ubd84\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc0dd\uc560 \uac00\uce58, \uace0\uac1d \uc720\uc9c0\uc728, \uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218\uc640 \uac19\uc740 \ud575\uc2ec \uc131\uacfc \uc9c0\ud45c(KPI)\ub294 \ucc38\uc5ec \ub178\ub825\uc758 \uc601\ud5a5\uc5d0 \ub300\ud55c \ub192\uc740 \uc218\uc900\uc758 \uc2dc\uac01\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub610\ud55c \uc774\uba54\uc77c \uc624\ud508\uc728, \ud074\ub9ad\ub960, \uc18c\uc15c \ubbf8\ub514\uc5b4 \ucc38\uc5ec\ub3c4\uc640 \uac19\uc740 \ucc38\uc5ec \uc9c0\ud45c\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uba74 \uace0\uac1d \uc5ec\uc815 \uc804\ubc18\uc5d0 \uac78\uce5c \uace0\uac1d \ud589\ub3d9\uacfc \uc120\ud638\ub3c4\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \uc778\uc0ac\uc774\ud2b8\ub97c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc9c0\ud45c\ub97c \ubd84\uc11d\ud558\uba74 \uc5b4\ub5a4 \uc811\uc810\uacfc \ucc38\uc5ec \uc804\ub7b5\uc774 \uace0\uac1d \ucc38\uc5ec\uc640 \ucda9\uc131\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \uac00\uc7a5 \ud6a8\uacfc\uc801\uc778\uc9c0 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uac1c\uc778\ud654\ub41c \uc2dc\uc7a5 \uc5c5\ub370\uc774\ud2b8 \ud6c4 \ud3ec\ud138 \ub85c\uadf8\uc778 \uc218\uac00 \uae09\uc99d\ud558\uba74 \uace0\uac1d\uc774 \uc2dc\uc758\uc801\uc808\ud558\uace0 \uad00\ub828\uc131 \uc788\ub294 \uc815\ubcf4\ub97c \uc911\uc694\ud558\uac8c \uc5ec\uae34\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub300\ub85c \ud2b9\uc815 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \ub300\ud55c \ub0ae\uc740 \uc751\ub2f5\ub960\uc740 \uc811\uadfc \ubc29\uc2dd\uc774\ub098 \ucf58\ud150\uce20\ub97c \uc870\uc815\ud574\uc57c \ud55c\ub2e4\ub294 \uc2e0\ud638\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A successful customer engagement strategy is not static it evolves based on data. Regularly reviewing engagement metrics enables you to refine your CRM strategy, automate follow-ups, and allocate resources where they will have the greatest impact on customer satisfaction and long-term customer lifetime value. This data-driven approach ensures that every client interaction is purposeful, personalized, and aligned with both customer needs and business objectives.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad81\uadf9\uc801\uc73c\ub85c CRM \uae30\ubc18 \uace0\uac1d \ucc38\uc5ec\uc758 \uc131\uacf5\uc744 \uce21\uc815\ud558\uba74 \ud300\uc774 \uc6b0\uc218\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uace0, \ub354 \uae4a\uc740 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uba70, \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\ub294 \ucda9\uc131\ub3c4 \ub192\uc740 \uace0\uac1d \uae30\ubc18\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-getting-help-with-crm-training-support-and-resources\">CRM \uad00\ub828 \ub3c4\uc6c0 \ubc1b\uae30: \uad50\uc721, \uc9c0\uc6d0 \ubc0f \ub9ac\uc18c\uc2a4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Implementing a customer relationship management CRM system is only the first step ensuring your team can use it effectively is what drives real customer engagement and satisfaction. Comprehensive training, ongoing support, and access to the right resources are essential for maximizing the value of your CRM strategy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ubd80\ubd84\uc758 CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc81c\uacf5\uc5c5\uccb4\ub294 \uc628\ub77c\uc778 \ud29c\ud1a0\ub9ac\uc5bc, \uc6e8\ube44\ub098, \uc0ac\uc6a9\uc790 \uac00\uc774\ub4dc, \ucee4\ubba4\ub2c8\ud2f0 \ud3ec\ub7fc \ub4f1 \ub2e4\uc591\ud55c \uc9c0\uc6d0 \uc635\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub9ac\uc18c\uc2a4\ub294 \uc601\uc5c5 \ub2f4\ub2f9\uc790\uc640 \uc9c0\uc6d0\ud300\uc774 \ucd5c\uc2e0 \uae30\ub2a5, \ubaa8\ubc94 \uc0ac\ub840 \ubc0f \uc5c5\uacc4 \ub3d9\ud5a5\uc5d0 \ub300\ud55c \ucd5c\uc2e0 \uc815\ubcf4\ub97c \ud30c\uc545\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \ubcf4\ub2e4 \ub9de\ucda4\ud654\ub41c \uc9c0\uc6d0\uc744 \uc6d0\ud558\ub294 \uae30\uc5c5\uc740 CRM \ucee8\uc124\ud134\ud2b8 \ub610\ub294 \uc804\ubb38\uac00\uc640 \ud611\ub825\ud558\uc5ec \ud2b9\uc815 \ucc38\uc5ec \ubaa9\ud45c \ubc0f \ubb38\uc81c\uc810\uc5d0 \ub9de\uac8c \uc2dc\uc2a4\ud15c\uc744 \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 CRM \uad50\uc721\uc744 \ud1b5\ud574 \ud300\uc740 \ud6c4\uc18d \uc870\uce58\ub97c \uc790\ub3d9\ud654\ud558\uace0, \uac1c\uc778\ud654\ub41c \uc0c1\ud638\uc791\uc6a9\uc744 \uc81c\uacf5\ud558\uba70, \ubaa8\ub4e0 \uace0\uac1d \uc811\uc810\uc5d0\uc11c \uc77c\uad00\uc131\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uac04\uc744 \uc808\uc57d\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc218\ub3d9 \uc624\ub958\uc640 \ub193\uce58\ub294 \uae30\ud68c\ub97c \uc904\uc784\uc73c\ub85c\uc368 \uc804\ubc18\uc801\uc778 \uace0\uac1d \uacbd\ud5d8\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc815\uae30\uc801\uc778 \uc6cc\ud06c\uc0f5\uacfc \uc7ac\uad50\uc721 \uc138\uc158\uc744 \ud1b5\ud574 \ud300\uc740 \uc0c8\ub85c\uc6b4 \uae30\ub2a5\uacfc \uc9c4\ud654\ud558\ub294 \uace0\uac1d\uc758 \uae30\ub300\uc5d0 \uc801\uc751\ud558\uc5ec CRM \uc804\ub7b5\uc758 \uad00\ub828\uc131\uacfc \ud6a8\uc728\uc131\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a5\uae30\uc801\uc778 \uc131\uacf5\uc744 \uc704\ud574\uc11c\ub294 \uc62c\ubc14\ub978 \ub3c4\uad6c\uc640 \uc9c0\uc6d0 \uc778\ud504\ub77c\uc5d0 \ud22c\uc790\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. CRM \uad50\uc721\uc758 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud558\uace0 \uac00\uc6a9 \ub9ac\uc18c\uc2a4\ub97c \ud65c\uc6a9\ud568\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \ubb38\uc81c\ub97c \uc120\uc81c\uc801\uc73c\ub85c \ud574\uacb0\ud558\uace0 \ub192\uc740 \uc218\uc900\uc758 \uace0\uac1d \ucc38\uc5ec\ub97c \uc720\uc9c0\ud558\uba70 \ub9e4\ucd9c \uc131\uc7a5\uc744 \ucd09\uc9c4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c \uc798 \uc9c0\uc6d0\ub418\ub294 CRM \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \ud1b5\ud574 \uc870\uc9c1\uc740 \uc9c0\uc18d\uc801\uc778 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uace0, \uace0\uac1d\uc758 \uc694\uad6c\uc5d0 \ud6a8\uc728\uc801\uc73c\ub85c \ub300\uc751\ud558\uba70, \uae09\ubcc0\ud558\ub294 \uc2dc\uc7a5\uc5d0\uc11c \uc55e\uc11c \ub098\uac08 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-making-crm-based-client-engagement-your-competitive-edge\">CRM \uae30\ubc18 \uace0\uac1d \ucc38\uc5ec\ub85c \uacbd\uc7c1 \uc6b0\uc704 \ud655\ubcf4\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uae30\ubc18\uc758 \uc77c\uad00\ub41c \uace0\uac1d \ucc38\uc5ec\ub294 \ubcf5\uc7a1\ud55c \uc2dc\uc7a5\uc5d0\uc11c \uae08\uc735 \uae30\uad00\uc744 \ucc28\ubcc4\ud654\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc120\uc81c\uc801\uc778 \uc11c\ube44\uc2a4, \uac1c\uc778\ud654\ub41c \uc0c1\ud638 \uc791\uc6a9, \uc6d0\ud65c\ud55c \ub514\uc9c0\ud138 \uacbd\ud5d8\uc744 \uacbd\ud5d8\ud558\uba74 \ub3d9\ub8cc\uc640 \uce5c\uad6c\ub97c \ucd94\ucc9c\ud558\ub294 \ube0c\ub79c\ub4dc \uc9c0\uc9c0\uc790\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac\ub294 \ub514\uc9c0\ud138\uc758 \ud3b8\ub9ac\ud568\uacfc \uc778\uac04\uc758 \uc790\ubb38 \uc5ed\ub7c9\uc744 \uacb0\ud569\ud558\ub294 \uac83\uc774 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uc77c\uc0c1\uc801\uc778 \uc5c5\ubb34\ub294 \uae30\uc220\uc774 \ucc98\ub9ac\ud558\ubbc0\ub85c \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uace0 \ucda9\uc131\ub3c4\ub97c \ub192\uc774\ub294 \uc804\ub7b5\uc801 \ub300\ud654\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 CRM\uc740 \uac1c\ubcc4\uc801\uc778 \ub178\ub825\uc758 \uc9d1\ud569\uc744 \ud68c\uc0ac \uc804\uccb4\uc5d0 \uac78\uccd0 \ubc18\ubcf5 \uac00\ub2a5\ud55c \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc804\ud658\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uccb4\uacc4\ud654\ub294 \uaddc\uc81c \uc0b0\uc5c5\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uc131\uacf5\uc744 \uc704\ud574 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144\uacfc 2026\ub144\uc744 \ub0b4\ub2e4\ubcf4\uba74 \uaddc\uc815\uc740 \uacc4\uc18d \uc9c4\ud654\ud560 \uac83\uc774\uace0 \uace0\uac1d\uc758 \uae30\ub300\uce58\ub294 \uacc4\uc18d \ub192\uc544\uc9c8 \uac83\uc785\ub2c8\ub2e4. \uccb4\uacc4\uc801\uc778 \ucc38\uc5ec\uc5d0 \ud22c\uc790\ud558\ub294 \uae30\uad00\uc740 \uc774\uc81c \ub530\ub77c\uc7a1\uae30 \uc704\ud574 \ud5c8\ub465\ub300\uc9c0 \uc54a\uace0 \uc21c\uc870\ub86d\uac8c \uc801\uc751\ud560 \uc218 \uc788\ub294 \uc704\uce58\uc5d0 \uc11c\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc7ac CRM \uc124\uc815\uc744 \uac80\ud1a0\ud558\uace0 InvestGlass\uac00 \ucc38\uc5ec \ubaa9\ud45c\ub97c \uc5b4\ub5bb\uac8c \uc9c0\uc6d0\ud560 \uc218 \uc788\ub294\uc9c0 \uc0b4\ud3b4\ubcf4\uc138\uc694. \uac70\ub798 \uad00\uacc4\uc640 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud30c\ud2b8\ub108\uc2ed\uc758 \ucc28\uc774\ub294 \uc77c\uad00\ub418\uace0 \uc758\ubbf8 \uc788\ub294 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ube44\ub86f\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-next-steps-for-financial-institutions-adopting-crm-engagement\">CRM \ucc38\uc5ec\ub97c \ub3c4\uc785\ud558\ub294 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud55c \ub2e4\uc74c \ub2e8\uacc4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790\ub098 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uacfc \uac19\uc740 \ud55c \ubd80\ubb38\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 60~90\uc77c\uac04\uc758 \ud30c\uc77c\ub7ff\uc73c\ub85c \uc2dc\uc791\ud558\uc138\uc694. \uc774\ub807\uac8c \ud55c\uc815\ub41c \ubc94\uc704\uc5d0\uc11c \uc870\uc9c1\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uc9c0 \uc54a\uc73c\uba74\uc11c \ud14c\uc2a4\ud2b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc7ac \ucc38\uc5ec \uc5ec\uc815\uc744 \ub9e4\ud551\ud558\uace0 InvestGlass \ub0b4\uc5d0\uc11c \ub514\uc9c0\ud138\ud654\ud560 \uc218 \uc788\ub294 \uc218\ub3d9 \ub2e8\uacc4\ub97c \uc2dd\ubcc4\ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \uc2dc\uc791\uc810\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc628\ubcf4\ub529 \ubb38\uc11c \uc218\uc9d1 \uc790\ub3d9\ud654<\/li>\n\n\n\n<li>\ubd84\uae30\ubcc4 \uac80\ud1a0 \uc77c\uc815 \ud45c\uc900\ud654<\/li>\n\n\n\n<li>\uc77c\ubc18\uc801\uc778 \uc2dc\ub098\ub9ac\uc624\ub97c \uc704\ud55c \ud15c\ud50c\ub9bf\ud654\ub41c \ud6c4\uc18d \uc870\uce58 \uc2dc\ud000\uc2a4 \ub9cc\ub4e4\uae30<\/li>\n\n\n\n<li>\ucc38\uc5ec \uc9c0\ud45c \ubc0f \uc704\ud5d8 \uacc4\uc815\uc5d0 \ub300\ud55c \ub300\uc2dc\ubcf4\ub4dc \uad6c\ucd95\ud558\uae30<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\uc77c\ub7ff \uc804\uc5d0 \uc628\ubcf4\ub529 \uc2dc\uac04 \ub2e8\ucd95, \uac80\ud1a0 \ud68c\uc758 \uac1c\ucd5c \ud69f\uc218 \uc99d\uac00, \ud3ec\ud138 \ucc44\ud0dd\ub960 \ub4f1 \uba85\ud655\ud55c \uc9c0\ud45c\ub97c \uc124\uc815\ud558\uc138\uc694. \uc774\ub7ec\ud55c \ubca4\uce58\ub9c8\ud06c\ub97c \ud1b5\ud574 \uacb0\uacfc\ub97c \uac1d\uad00\uc801\uc73c\ub85c \ud3c9\uac00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ubc0f IT \ubd80\uc11c\ub97c \uc870\uae30\uc5d0 \ucc38\uc5ec\uc2dc\ucf1c CRM\uc758 \ub370\uc774\ud130 \ubcf4\uc874, \uc561\uc138\uc2a4 \uad8c\ud55c \ubc0f \uac10\uc0ac \uc694\uad6c \uc0ac\ud56d\uc744 \uc870\uc728\ud558\uc138\uc694. \uc774\ub4e4\uc758 \uc758\uacac\uc744 \ud1b5\ud574 \uad6c\ud604 \uccab\ub0a0\ubd80\ud130 \ud544\uc694\ud55c \ubaa8\ub4e0 \ud45c\uc900\uc744 \ucda9\uc871\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\ubaa8 \ub610\ub294 \uc6cc\ud06c\uc0f5\uc744 \uc608\uc57d\ud558\uc5ec InvestGlass\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub9de\ucda4\ud615 \ucc38\uc5ec \ubaa8\ub378\uc744 \uc124\uacc4\ud558\uc138\uc694. \uc774 \ud50c\ub7ab\ud3fc\uc740 \ud2b9\uc815 \ud504\ub85c\uc138\uc2a4, \uace0\uac1d \uc138\uadf8\uba3c\ud2b8 \ubc0f \uaddc\uc81c \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\uac8c \uc870\uc815\ub429\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<p class=\"wp-block-paragraph\">\uc774 \uc139\uc158\uc5d0\uc11c\ub294 \uc704\uc5d0\uc11c \ub2e4\ub8ec \uc8fc\uc81c\ub97c \ub118\uc5b4\uc120 CRM \uad6c\ud604 \ubc0f \ucc38\uc5ec \uc804\ub7b5\uc5d0 \ub300\ud55c \uc2e4\uc9c8\uc801\uc778 \uc9c8\ubb38\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-see-better-client-engagement-after-implementing-a-crm-like-investglass\">InvestGlass\uc640 \uac19\uc740 CRM\uc744 \uad6c\ud604\ud55c \ud6c4 \uace0\uac1d \ucc38\uc5ec\uac00 \uac1c\uc120\ub418\ub294 \ub370 \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc640 \ud15c\ud50c\ub9bf\uc774 \uac00\ub3d9\ub418\uba74 \ucc98\uc74c 30\uc77c\uc5d0\uc11c 60\uc77c \uc774\ub0b4\uc5d0 \uad00\ub9ac \uc2dc\uac04\uc744 \uc808\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc601\uc5c5 \ub2f4\ub2f9\uc790\uc640 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc218\uc791\uc5c5\uc774 \uc989\uac01\uc801\uc73c\ub85c \uc904\uc5b4\ub4dc\ub294 \uac83\uc744 \ub290\ub084 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud300\uc774 \uc0c8\ub85c\uc6b4 \ud504\ub85c\uc138\uc2a4\ub97c \ucc44\ud0dd\ud558\uace0 \uace0\uac1d\uc774 \ub514\uc9c0\ud138 \uc811\uc810\uc5d0 \uc801\uc751\ud568\uc5d0 \ub530\ub77c \ud68c\uc758 \ube48\ub3c4, \ud3ec\ud138 \uc0ac\uc6a9\ub7c9, \uc751\ub2f5 \uc2dc\uac04\uc5d0\uc11c \uce21\uc815 \uac00\ub2a5\ud55c \uac1c\uc120\uc774 3~6\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \ub098\ud0c0\ub098\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5f0\uac04 \uc8fc\uae30\ub97c \ucd94\uc801\ud558\uba74 \uc720\uc9c0\uc728\uacfc \uc21c \uc2e0\uaddc \uc790\uc0b0\uc5d0 \ubbf8\uce58\ub294 \ub354 \uae4a\uc740 \uc601\ud5a5\uc740 12~18\uac1c\uc6d4\uc5d0 \uac78\uccd0 \uba85\ud655\ud558\uac8c \ub4dc\ub7ec\ub098\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ud55c \ube44\uc988\ub2c8\uc2a4 \ub77c\uc778\uc5d0 \uc9d1\uc911\ub41c \ud30c\uc77c\ub7ff\uc740 \ucd08\uae30 \uc131\uacfc\ub97c \uac00\uc18d\ud654\ud558\uace0 \ub354 \uad11\ubc94\uc704\ud55c \ubc30\ud3ec\ub97c \uc704\ud55c \ub0b4\ubd80 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-can-a-bank-migrate-existing-client-data-and-documents-into-investglass-without-disrupting-service\">\uc740\ud589\uc774 \uc11c\ube44\uc2a4 \uc911\ub2e8 \uc5c6\uc774 \uae30\uc874 \uace0\uac1d \ub370\uc774\ud130\uc640 \ubb38\uc11c\ub97c InvestGlass\ub85c \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud558\ub294 \ubc29\ubc95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc774\uadf8\ub808\uc774\uc158\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uae30\uc874 CRM, \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \ubc0f \ud575\uc2ec \ubc45\ud0b9 \ub0b4\ubcf4\ub0b4\uae30\uc5d0 \ub300\ud55c \ub370\uc774\ud130 \uac10\uc0ac\ub85c \uc2dc\uc791\ub429\ub2c8\ub2e4. \uc774 \ud3c9\uac00\ub294 \uc774\uc804\uc744 \uc2dc\uc791\ud558\uae30 \uc804\uc5d0 \ub370\uc774\ud130 \ud488\uc9c8 \ubb38\uc81c\uc640 \ub9e4\ud551 \uc694\uad6c \uc0ac\ud56d\uc744 \ud30c\uc545\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130\ub294 \uc815\ub9ac\ub418\uc5b4 \uac00\uad6c, \ubc95\uc778, \uc2e4\uc18c\uc720\uc8fc \ub4f1 InvestGlass \ud544\ub4dc\uc5d0 \ub9e4\ud551\ub429\ub2c8\ub2e4. \uacc4\uc57d\uc11c \ubc0f KYC \ud30c\uc77c\uacfc \uac19\uc740 \uacfc\uac70 \ubb38\uc11c\ub97c \uc77c\uad04\uc801\uc73c\ub85c \uac00\uc838\uc640 \uc62c\ubc14\ub978 \uace0\uac1d \uae30\ub85d\uc5d0 \uc5f0\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc774\uadf8\ub808\uc774\uc158\uc740 \ub9ac\uc2a4\ud06c\ub97c \ucd5c\uc18c\ud654\ud558\uace0 \ud300\uc774 \uc810\uc9c4\uc801\uc73c\ub85c \uc801\uc751\ud560 \uc218 \uc788\ub3c4\ub85d \uc138\uadf8\uba3c\ud2b8 \ub610\ub294 \uc9c0\uc810\ubcc4\ub85c \ub2e8\uacc4\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc9c0\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \uc644\uc804\ud55c \uc911\uc559 \uc9d1\uc911\ud654\ub97c \ud5a5\ud574 \uad6c\ucd95\ud558\uba74\uc11c \uc11c\ube44\uc2a4 \uc5f0\uc18d\uc131\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-does-using-crm-for-engagement-create-additional-compliance-risks-for-regulated-institutions\">\ucc38\uc5ec\uc5d0 CRM\uc744 \uc0ac\uc6a9\ud558\uba74 \uaddc\uc81c \ub300\uc0c1 \uae30\uad00\uc5d0 \ucd94\uac00\uc801\uc778 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc774 \ubc1c\uc0dd\ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc774 \uc62c\ubc14\ub974\uac8c \uad6c\uc131\ub41c CRM\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uae30\ub85d\uc744 \uc911\uc559 \uc9d1\uc911\ud654\ud558\uace0 \uc804\uccb4 \uac10\uc0ac \ucd94\uc801\uc744 \uc720\uc9c0\ud558\uc5ec \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc744 \uc904\uc785\ub2c8\ub2e4. \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\uace0 \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4\ub97c \ud1b5\ud574 \uad8c\ud55c\uc774 \uc788\ub294 \uc9c1\uc6d0\ub9cc \ubbfc\uac10\ud55c \ub370\uc774\ud130\ub97c \ubcfc \uc218 \uc788\uc73c\ubbc0\ub85c \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ubc0f \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0 \uc911\uc694\ud569\ub2c8\ub2e4. \ud544\uc694\ud55c \uacbd\uc6b0 \uac1c\ubcc4 \ud544\ub4dc \uc218\uc900\uae4c\uc9c0 \uad8c\ud55c\uc744 \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ud638\uc2a4\ud305\uc740 \uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0\uc11c \ub370\uc774\ud130 \ubcf4\uc874 \ubc0f \uc740\ud589 \uae30\ubc00 \uc694\uac74\uc744 \ud574\uacb0\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uae30\uc5c5\uc740 CRM \ub0b4\uc5d0\uc11c \ubcf4\uc874 \uae30\uac04, \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c \ubc0f \ud15c\ud50c\ub9bf \ub77c\uc774\ube0c\ub7ec\ub9ac\ub97c \uc815\uc758\ud560 \ub54c \uaddc\uc815 \uc900\uc218\ub97c \ud3ec\ud568\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-smaller-wealth-managers-or-independent-financial-advisors-benefit-from-crm-engagement-or-is-it-only-for-large-banks\">\uc18c\uaddc\ubaa8 \uc790\uc0b0 \uad00\ub9ac\uc790\ub098 \ub3c5\ub9bd \uc7ac\ubb34 \uc790\ubb38\uac00\ub3c4 CRM \ucc38\uc5ec\ub97c \ud1b5\ud574 \ud61c\ud0dd\uc744 \ubc1b\uc744 \uc218 \uc788\uc744\uae4c\uc694, \uc544\ub2c8\uba74 \ub300\ud615 \uc740\ud589\uc5d0\ub9cc \ud574\ub2f9\ub420\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\uaddc\ubaa8 \uae30\uc5c5\uc740 \ud30c\ud3b8\ud654\ub41c \ub3c4\uad6c\ub97c \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc544\uc6b0\ub974\ub294 \ud558\ub098\uc758 \ud50c\ub7ab\ud3fc\uc73c\ub85c \ub300\uccb4\ud558\uae30 \ub54c\ubb38\uc5d0 \uac00\uc7a5 \ud070 \uc774\uc810\uc744 \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\uc5d0\uc11c \uc2dc\uc791\ud560 \ub54c \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc740 \ube44\ub840\uc801\uc73c\ub85c \ub354 \ud07d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc81c \ub2f9\uad6d\uacfc \uace0\uac1d\uc5d0\uac8c \uc804\ubb38\uc131\uacfc \ud1b5\uc81c\ub825\uc744 \uc785\uc99d\ud574\uc57c \ud558\ub294 \ub3c5\ub9bd \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\uc5d0 \uc801\ud569\ud55c \uad6c\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uae30\uc5c5\uc758 \ubcf5\uc7a1\uc131\uc744 \uc694\uad6c\ud558\uc9c0 \uc54a\uace0 \uc870\uc9c1 \uaddc\ubaa8\uc5d0 \ub9de\uac8c \ud655\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc18c\uaddc\ubaa8 \ud300\ub3c4 \uc9c1\uc6d0\uc744 \ucd94\uac00 \uace0\uc6a9\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc218\ubc31 \uba85\uc758 \uace0\uac1d\uacfc \uc815\uae30\uc801\uc73c\ub85c \uccb4\ud06c\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\ud55c\ub41c \uae30\ub2a5 \uc138\ud2b8\ub85c \uc2dc\uc791\ud558\uba74 \ubd80\ud2f0\ud06c\uc758 \ube44\uc6a9\uacfc \ubcf5\uc7a1\uc131\uc744 \uad00\ub9ac\ud560 \uc218 \uc788\ub294 \ub3d9\uc2dc\uc5d0 \uc989\uac01\uc801\uc778 \uac00\uce58\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-based-engagement-strategy-adapt-to-changing-regulations-and-client-expectations-after-2024\">2024\ub144 \uc774\ud6c4 \ubcc0\ud654\ud558\ub294 \uaddc\uc815\uacfc \uace0\uac1d\uc758 \uae30\ub300\uc5d0 \ub9de\uac8c CRM \uae30\ubc18 \ucc38\uc5ec \uc804\ub7b5\uc744 \uc870\uc815\ud558\ub294 \ubc29\ubc95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144\uc5d0 \uc2dc\ud589\ub418\ub294 \uc0c8\ub85c\uc6b4 KYC \ub610\ub294 \uc801\ud569\uc131 \uc694\uac74\uacfc \uac19\uc740 \uaddc\uc815\uc774 \ubcc0\uacbd\ub418\uba74 InvestGlass\uc758 \uc6cc\ud06c\ud50c\ub85c\uc640 \ud15c\ud50c\ub9bf\uc744 \uc911\uc559\uc5d0\uc11c \uc5c5\ub370\uc774\ud2b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac1c\ubcc4 \ud504\ub85c\uc138\uc2a4\ub97c \uc7ac\uad6c\ucd95\ud560 \ud544\uc694 \uc5c6\uc774 \uc870\uc9c1 \uc804\uccb4\uc5d0 \uc5c5\ub370\uc774\ud2b8\uac00 \uc804\ud30c\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\uc2dc\ubcf4\ub4dc\ub294 \uad00\ub9ac \uc6b0\uc120\uc21c\uc704\uc758 \ubcc0\ud654\uc5d0 \ub530\ub77c \uc0c8\ub85c\uc6b4 \uaddc\uc815 \uc900\uc218 \uc9c0\ud45c\ub098 \ucc38\uc5ec \ud328\ud134\uc744 \ucd94\uc801\ud558\ub3c4\ub85d \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad6c\uc131 \uac00\ub2a5\ud55c CRM\uc758 \uc720\uc5f0\uc131\uc740 \uaddc\uc81c \uae30\uad00\uacfc \uace0\uac1d \uc11c\ube44\uc2a4\uc758 \ucd5c\uc2e0 \ud2b8\ub80c\ub4dc\uc5d0 \ubaa8\ub450 \ubd80\ud569\ud558\ub294 \uad00\ud589\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc124\ubb38\uc870\uc0ac\ub098 \ud3ec\ud138 \uba54\uc2dc\uc9c0\ub97c \ud1b5\ud574 \uc218\uc9d1\ud55c \uace0\uac1d \ud53c\ub4dc\ubc31\uc744 \ud1b5\ud574 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ube48\ub3c4\uc640 \ucf58\ud150\uce20 \uc2a4\ud0c0\uc77c\uc744 \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uc18d\uc801\uc778 \ucd5c\uc801\ud654\ub97c \ud1b5\ud574 \uae30\ub300\uce58\uc758 \ubcc0\ud654\uc5d0 \ub530\ub77c \uc804\ub7b5\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \uc720\uc9c0\ud558\uc5ec \uc7a5\uae30\uc801\uc778 \uad00\uacc4\uc640 \ube0c\ub79c\ub4dc \ucda9\uc131\ub3c4\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Financial institutions today face a defining challenge: clients expect seamless digital experiences, proactive advice, and personalized service while regulators demand ever stricter compliance. A modern customer relationship management system sits at the center of this equation. With the right CRM strategy, banks and wealth managers can orchestrate every client interaction from the first KYC form [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49014,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[55,19,95],"class_list":["post-48954","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-artificial-intelligence","tag-crm","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How To Increase Client Engagement Using CRM | InvestGlass<\/title>\n<meta name=\"description\" content=\"Financial institutions today face a defining challenge: clients expect seamless digital experiences, proactive advice, and personalized service while\" \/>\n<meta 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