{"id":49026,"date":"2026-02-07T15:33:41","date_gmt":"2026-02-07T14:33:41","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49026"},"modified":"2026-02-07T15:33:44","modified_gmt":"2026-02-07T14:33:44","slug":"%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac-crm-%ed%94%8c%eb%9e%ab%ed%8f%bc%ec%9d%84-%eb%b9%84%ea%b5%90%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-compare-wealth-management-crm-platforms\/","title":{"rendered":"\uc790\uc0b0 \uad00\ub9ac CRM \ud50c\ub7ab\ud3fc\uc744 \ube44\uad50\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2026\ub144\uc758 \uc790\uc0b0 \uad00\ub9ac CRM \uc120\ud0dd\uc740 \uaddc\uc81c, AI \uae30\ub2a5, \ub370\uc774\ud130 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uc694\uad6c\uc0ac\ud56d\uc5d0 \ub530\ub77c \uacb0\uc815\ub429\ub2c8\ub2e4. \uc624\ub298 \ub0b4\ub9ac\ub294 \uacb0\uc815\uc740 \ud5a5\ud6c4 \uc218\ub144\uac04 \ud68c\uc0ac\uc758 \uaddc\uc815 \uc900\uc218 \ud0dc\uc138, \uc5b4\ub4dc\ubc14\uc774\uc800 \uc0dd\uc0b0\uc131, \uace0\uac1d \uacbd\ud5d8\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc785\ub2c8\ub2e4. \ub2e4\uc74c\uc740 \uae30\uc5c5\uc774 \ubc18\ub4dc\uc2dc \ud3c9\uac00\ud574\uc57c \ud558\ub294 \ud575\uc2ec \uc694\uc18c\uc785\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uaddc\uc81c \ub300\uc0c1 \uae30\uad00\uc740 \ub370\uc774\ud130 \uc8fc\uad8c, \ud2b9\ud788 \uc720\ub7fd \ubc0f \uae00\ub85c\ubc8c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 InvestGlass\uc640 \uac19\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \uc635\uc158\uc744 \uc6b0\uc120\uc2dc\ud574\uc57c \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc62c\ubc14\ub978 CRM\uc740 \ud1b5\ud569\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%94%94%ec%a7%80%ed%84%b8-%ec%98%a8%eb%b3%b4%eb%94%a9\/\" target=\"_blank\"  rel=\"noopener\" title=\"\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5911\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, \ub2e8\uc21c\ud55c \uc5f0\ub77d\ucc98 \ub370\uc774\ud130\ubca0\uc774\uc2a4 \uc5ed\ud560\uc744 \ud558\ub294 \ub300\uc2e0 KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uae30\uc874 \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f \uacc4\ud68d \ub3c4\uad6c\uc640\uc758 \ud1b5\ud569\uc740 \uac1c\ubcc4 \uae30\ub2a5 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ubcf4\ub2e4 \ub354 \uc911\uc694\ud55c \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ub2e4\ub144\uac04\uc758 CRM \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uae30 \uc804\uc5d0 \ud56d\uc0c1 \uc2e4\uc81c \uace0\uac1d \ub370\uc774\ud130\ub85c \uad6c\uc870\ud654\ub41c \uac1c\ub150 \uc99d\uba85\uc744 \uc2e4\ud589\ud574\uc57c \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>3~5\ub144 \ub3d9\uc548\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9\uc740 \ub77c\uc774\uc120\uc2a4 \uac00\uaca9\ubcf4\ub2e4 \ud6e8\uc52c \ub354 \uc911\uc694\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-why-crm-comparison-matters-for-wealth-managers-in-2026\">\uc18c\uac1c \uc18c\uac1c: 2026\ub144 \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c CRM \ube44\uad50\uac00 \uc911\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc218\ub8cc \uc555\ubc15, \uc6d0\uaca9 \uc790\ubb38 \ubaa8\ub378, \uc720\ub7fd, \uc911\ub3d9, \uc544\uc2dc\uc544 \uc804\uc5ed\uc758 \uc5c4\uaca9\ud55c \uaddc\uc81c\ub85c \uc778\ud574 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\ub294 \uadf8\uc800 \uc788\uc73c\uba74 \uc88b\uc740 \uac83\uc5d0\uc11c \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc758 \ud575\uc2ec \uc2dc\uc2a4\ud15c\uc73c\ub85c \ubcc0\ubaa8\ud588\uc2b5\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc740 \ub354 \uc774\uc0c1 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc640 \uc774\uba54\uc77c \ubc1b\uc740 \ud3b8\uc9c0\ud568\uc5d0 \ud769\uc5b4\uc838 \uc788\ub294 \uc815\ubcf4\ub85c \ucde8\uae09\ud560 \uc5ec\uc720\uac00 \uc5c6\uc2b5\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\ub294 \ub354 \ub9ce\uc740 \uac83\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ud50c\ub7ab\ud3fc\uc740 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uace0\uac1d \uad00\ub9ac\ub97c \uac04\uc18c\ud654\ud558\uace0, \uc791\uc5c5\uc744 \uc790\ub3d9\ud654\ud558\uba70, \uaddc\uc815 \uc900\uc218\ub97c \ubcf4\uc7a5\ud558\uae30 \uc704\ud574 \uc0ac\uc6a9\ud558\ub294 \uae08\uc735 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc77c\uc885\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \uc790\uc0b0 \uad00\ub9ac CRM\uc740 \uccab \uc811\ucd09\uacfc \uc7a0\uc7ac \uace0\uac1d \ubc1c\uad74\ubd80\ud130 \uc7ac\ub7c9\uad8c \ubcf4\uace0\uc640 \uc9c0\uc18d\uc801\uc778 \uc801\ud569\uc131 \uac80\ud1a0\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uac83\uc744 \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \uc77c\ubc18\uc801\uc778 \uc758\ubbf8\uc758 \uc601\uc5c5 \ud30c\uc774\ud504\ub77c\uc778 \uad00\ub9ac\uac00 \uc544\ub2d9\ub2c8\ub2e4. \ubbfc\uac10\ud55c \uae08\uc735 \ub370\uc774\ud130, \uaddc\uc81c \uc694\uac74, \uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0 \uac78\uce5c \ubcf5\uc7a1\ud55c \uace0\uac1d \uad00\uacc4\ub97c \ucc98\ub9ac\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \ub610\ud55c \ucd5c\uc2e0 CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ud68c\uacc4 \ubc0f \uc7ac\ubb34 \uacc4\ud68d \uc2dc\uc2a4\ud15c\uacfc \uac19\uc740 \ub2e4\ub978 \uc7ac\ubb34 \ub3c4\uad6c\uc640 \ud1b5\ud569\ub418\uc5b4 \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc758 \ub370\uc774\ud130 \ub3d9\uae30\ud654 \ubc0f \uc758\uc0ac \uacb0\uc815\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uae00\uc740 \uc2a4\uc704\uc2a4 \uc6f0\uc2a4\ud14c\ud06c \uc81c\uacf5\uc5c5\uccb4\uc778 \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uc758 \uad00\uc810\uc5d0\uc11c \uc791\uc131\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \uc0c1\uc704 10\uac1c \ub3c4\uad6c\ub97c \ub098\uc5f4\ud558\uae30\ubcf4\ub2e4\ub294 \ud3c9\uac00 \ud504\ub85c\uc138\uc2a4\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc740\ud589, \ubbfc\uac04 \uc740\ud589, \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uac00 InvestGlass, Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc, Microsoft Dynamics 365, Wealth Dynamix \ub4f1\uacfc \uac19\uc740 \ud50c\ub7ab\ud3fc\uc744 \ube44\uad50\ud558\uae30 \uc704\ud574 \uc801\uc6a9\ud560 \uc218 \uc788\ub294 \uad6c\uc870\ud654\ub41c \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc81c\uacf5\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-using-a-crm-system-in-wealth-management\">\uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c CRM \uc2dc\uc2a4\ud15c \uc0ac\uc6a9\uc758 \uc774\uc810<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc5d0 CRM \uc2dc\uc2a4\ud15c\uc744 \ub3c4\uc785\ud558\uba74 \ub2e8\uc21c\ud55c \uc5f0\ub77d\ucc98 \uad00\ub9ac \uc774\uc0c1\uc758 \uc0c1\ub2f9\ud55c \uc774\uc810\uc744 \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc758 \uacbd\uc6b0, \ucd5c\uc2e0 \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc6a9 CRM\uc740 \ubaa8\ub4e0 \uace0\uac1d \ub370\uc774\ud130\uc758 \uc911\uc559 \ud5c8\ube0c \uc5ed\ud560\uc744 \ud558\uc5ec \uac01 \uace0\uac1d\uc758 \uc7ac\ubb34 \uc0c1\ud669, \uc120\ud638\ub3c4, \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9 \ub0b4\uc5ed\uc744 \uc885\ud569\uc801\uc73c\ub85c 360\ub3c4 \ud30c\uc545\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4. \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\uc5d0 \ub300\ud55c \uc774\ub7ec\ud55c \ucd1d\uccb4\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\ub3c4\ub85c \uac1c\uc778\ud654\ub41c \uc870\uc5b8\uc744 \uc81c\uacf5\ud558\uace0, \uace0\uac1d\uc758 \uc694\uad6c\ub97c \uc608\uce21\ud558\uba70, \ub354\uc6b1 \uac15\ub825\ud558\uace0 \uc9c0\uc18d\uc801\uc778 \uace0\uac1d \uad00\uacc4\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \uc2dc\uc2a4\ud15c\uc740 \ub370\uc774\ud130 \uc218\uc9d1, \ubb38\uc11c \uad00\ub9ac, \uaddc\uc815 \uc900\uc218 \ud655\uc778\uc744 \uc790\ub3d9\ud654\ud558\uc5ec \uc218\uc791\uc5c5\uc744 \uc904\uc774\uace0 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uac00\uc18d\ud654\ud568\uc73c\ub85c\uc368 \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud569\ub2c8\ub2e4. \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub294 \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5, \uc54c\ub9bc, \ud6c4\uc18d \uc870\uce58\ub97c \uc790\ub3d9\ud654\ud558\uc5ec \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \ub354\uc6b1 \ud5a5\uc0c1\uc2dc\ucf1c \uc7ac\ubb34 \uc124\uacc4\uc0ac\uac00 \uc7ac\ubb34 \uacc4\ud68d \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc640 \uac19\uc740 \uc804\ub7b5\uc801 \ud65c\ub3d9\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \uc911\uc559 \uc9d1\uc911\ud654\ub41c \uace0\uac1d \ub370\uc774\ud130\uc640 \uc790\ub3d9\ud654\ub41c \ud504\ub85c\uc138\uc2a4\ub294 \uace0\uac1d \uc720\uc9c0\uc728 \ud5a5\uc0c1\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uac1d \uad00\uacc4\ub97c \uc120\uc81c\uc801\uc73c\ub85c \uad00\ub9ac\ud558\uace0, \uc8fc\uc694 \ub9c8\uc77c\uc2a4\ud1a4\uc744 \ucd94\uc801\ud558\uba70, \uc77c\uad00\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ubcf4\uc7a5\ud568\uc73c\ub85c\uc368 \uc2e0\ub8b0\uc640 \ucda9\uc131\ub3c4\ub97c \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 CRM \uc2dc\uc2a4\ud15c\uc744 \ud65c\uc6a9\ud558\uc5ec \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubcf4\ub2e4 \ud6a8\uacfc\uc801\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1 \ubc0f \ubd84\uc11d\ud558\uace0, \uc131\uc7a5 \uae30\ud68c\ub97c \ud30c\uc545\ud558\uba70, \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc804\ubc18\uc5d0 \uac78\uccd0 \ub354 \ub192\uc740 \uc218\uc900\uc758 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc694\uc57d\ud558\uba74, \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\ub97c \ucd5c\uc801\ud654\ud558\uace0 \uace0\uac1d \uc720\uc9c0\ub97c \uac15\ud654\ud558\uba70 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uace0\uac1d \uc628\ubcf4\ub529\uc758 \ud6a8\uc728\uc131\uc744 \ub192\uc774\uace0\uc790 \ud558\ub294 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0\uac8c\ub294 CRM \uc2dc\uc2a4\ud15c\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-1-define-your-firm-s-wealth-management-use-cases-before-comparing-crms\">1\ub2e8\uacc4: CRM\uc744 \ube44\uad50\ud558\uae30 \uc804\uc5d0 \ud68c\uc0ac\uc758 \uc790\uc0b0 \uad00\ub9ac \uc0ac\uc6a9 \uc0ac\ub840 \uc815\uc758\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uad50\ub294 \uacf5\uae09\uc5c5\uccb4 \ube0c\ub85c\uc154\ub098 \uae30\ub2a5 \ud45c\uac00 \uc544\ub2c8\ub77c \uad6c\uccb4\uc801\uc778 \uc0ac\uc6a9 \uc0ac\ub840\uc640 \uaddc\uc81c \uc758\ubb34\uc5d0\uc11c \uc2dc\uc791\ud574\uc57c \ud569\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub9c8\ub2e4 \uc6b4\uc601 \ubc29\uc2dd\uc774 \ub2e4\ub974\uae30 \ub54c\ubb38\uc5d0 \ud55c \uc870\uc9c1\uc5d0\uc11c \ud6cc\ub96d\ud558\uac8c \uc791\ub3d9\ud558\ub294 \uc7ac\ubb34 \uc124\uacc4\uc0ac CRM\uc774 \ub2e4\ub978 \uc870\uc9c1\uc5d0\uc11c\ub294 \ub9c8\ucc30\uc744 \uc77c\uc73c\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9e4\ud551\ud560 \uc77c\ubc18\uc801\uc778 \uc790\uc0b0 \uad00\ub9ac \ud504\ub85c\uc138\uc2a4\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc0c8\ub85c\uc6b4 \uc704\uc784\uc5d0 \ub300\ud55c \uc7a0\uc7ac \uace0\uac1d \ubc1c\uad74 \ubc0f \ub9ac\ub4dc \uad00\ub9ac<\/li>\n\n\n\n<li>MiFID II \ub610\ub294 LSFin \uc801\ud569\uc131 \ubc0f \uc801\uc815\uc131 \ud3c9\uac00<\/li>\n\n\n\n<li>\uad6d\uacbd \uac04 \uc218\ud45c \ubc0f \ub0a9\uc138\uc790 \uac70\uc8fc \uc11c\ub958<\/li>\n\n\n\n<li>\uace0\uac1d \uc628\ubcf4\ub529 \ubc0f KYC \uc218\uc9d1<\/li>\n\n\n\n<li>\ud22c\uc790 \uc81c\uc548\uc11c \uc0dd\uc131 \ubc0f \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c<\/li>\n\n\n\n<li>\uc8fc\ubb38 \ub77c\uc6b0\ud305 \ubc0f \uc2e4\ud589 \ubb38\uc11c<\/li>\n\n\n\n<li>\uc815\uae30\uc801\uc778 \uac80\ud1a0 \ubc0f \uc9c0\uc18d\uc801\uc778 \ubaa8\ub2c8\ud130\ub9c1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5 \uc720\ud615\uc5d0 \ub530\ub77c \uc694\uad6c \uc0ac\ud56d\uc774 \ud06c\uac8c \ub2e4\ub985\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>\ud68c\uc0ac \uc720\ud615<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc8fc\uc694 CRM \uc6b0\uc120 \uc21c\uc704<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4 \ud504\ub77c\uc774\ube57 \ubc45\ud06c(UHNW)<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub2e4\uc911 \uc5d4\ud2f0\ud2f0 \uad6c\uc870, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc0c1\uc8fc, \ubcf5\uc7a1\ud55c \ud2b8\ub7ec\uc2a4\ud2b8 \uad00\ub9ac<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc601\uad6d IFA \ub124\ud2b8\uc6cc\ud06c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud655\uc7a5 \uac00\ub2a5\ud55c \uc628\ubcf4\ub529, \uc5f0\uae08 \uc774\uc804 \uc6cc\ud06c\ud50c\ub85c, FCA \uaddc\uc815 \uc900\uc218 \ud2b8\ub808\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>EU \ub85c\ubcf4 \uc5b4\ub4dc\ubc14\uc774\uc800<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uc6b0\uc120 \uc628\ubcf4\ub529, \uc790\ub3d9\ud654\ub41c \uc801\ud569\uc131, \ub300\ub7c9 \uace0\uac1d \uad00\ub9ac<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc911\ub3d9 \ud504\ub77c\uc774\ube57 \uc6f0\uc2a4 \ubd80\ud2f0\ud06c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud328\ubc00\ub9ac \uc624\ud53c\uc2a4 \uad6c\uc870, \ub2e4\uc911 \ud1b5\ud654, \ud604\uc9c0 \uaddc\uc81c \uc900\uc218<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc758\uc0ac \uacb0\uc815\uad8c\uc790\ub294 \ud50c\ub7ab\ud3fc\uc744 \ube44\uad50\ud558\uae30 \uc804\uc5d0 \uc774\ub7ec\ud55c \uc9c8\ubb38\uc5d0 \ub2f5\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5bc\ub9c8\ub098 \ub9ce\uc740 \uad00\uacc4 \uad00\ub9ac\uc790\uc640 \uc9c0\uc6d0 \ub2f4\ub2f9\uc790\uac00 CRM\uc744 \uc0ac\uc6a9\ud558\ub098\uc694?<\/li>\n\n\n\n<li>\ud68c\uc0ac\ub294 \uba87 \uac1c\uc758 \ubc95\uc778 \ubc0f \uc608\uc57d \uc13c\ud130\ub97c \uc6b4\uc601\ud558\ub098\uc694?<\/li>\n\n\n\n<li>\uc5b4\ub5a4 \uad00\ud560\uad8c\uc5d0\uc11c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uba70 \uac01 \uad00\ud560\uad8c\uc758 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/li>\n\n\n\n<li>\ud604\uc7ac \uae30\uc220 \uc2a4\ud0dd\uc740 \ubb34\uc5c7\uc774\uba70 \ud1b5\ud569\ud574\uc57c \ud558\ub294 \uac83\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ub2e8\uacc4\uc5d0\uc11c\ub294 \ud544\uc218 \ubb38\uc11c\uc640 \uc788\uc73c\uba74 \uc88b\uc740 \uae30\ub2a5\uc744 \uad6c\ubd84\ud569\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \ub098\uc911\uc5d0 \uc0ac\uc6a9\ud560 \uc77c\uc774 \uc5c6\ub294 \uc778\uc0c1\uc801\uc778 \ub370\ubaa8 \uae30\ub2a5\ubcf4\ub2e4\ub294 \uc2e4\uc81c \uc6b0\uc120\uc21c\uc704\uc5d0 \ub530\ub77c \ubaa8\ub4e0 CRM \ube44\uad50\ub97c \uace0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-2-prioritise-data-sovereignty-hosting-and-regulatory-compliance\">2\ub2e8\uacc4: \ub370\uc774\ud130 \uc8fc\uad8c, \ud638\uc2a4\ud305 \ubc0f \uaddc\uc815 \uc900\uc218 \uc6b0\uc120\uc21c\uc704 \uc815\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc704\uce58\ub294 \uc774\uc81c \ubaa8\ub4e0 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc758 \uc804\ub7b5\uc801 \uae30\uc900\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. EU GDPR \uc2dc\ud589 \uc870\uce58, 2023\ub144 \uc2a4\uc704\uc2a4 FADP \uac1c\uc815, \uace0\uac1d \ub370\uc774\ud130\uac00 \ubb3c\ub9ac\uc801\uc73c\ub85c \uc0c1\uc8fc\ud558\ub294 \uc911\ub3d9\uacfc \uc544\uc2dc\uc544\uc758 \ud604\uc9c0 \ud074\ub77c\uc6b0\ub4dc \uaddc\uc815 \uac15\ud654\ub85c \uc778\ud574 \ub370\uc774\ud130 \uc704\uce58\ub294 \ub9e4\uc6b0 \uc911\uc694\ud574\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc8fc\uad8c\uc740 \uc774\ud574\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2dd\ubcc4 \uac00\ub2a5\ud55c \uace0\uac1d \uc815\ubcf4\ub97c \uc800\uc7a5\ud558\ub294 \uad6d\uac00 \ubc0f \ub370\uc774\ud130 \uc13c\ud130<\/li>\n\n\n\n<li>\uacf5\uae09\uc5c5\uccb4 \uc9c1\uc6d0 \ubc0f \ud558\uccad\uc5c5\uccb4\ub97c \ud3ec\ud568\ud558\uc5ec \ud574\ub2f9 \ub370\uc774\ud130\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \uc0ac\ub78c<\/li>\n\n\n\n<li>\ubd84\uc7c1 \ubc0f \uac10\uc0ac\uc5d0 \ub300\ud55c \uad00\ud560\uad8c\uc774 \uc788\ub294 \ubc95\uc6d0 \ubc0f \uaddc\uc81c \uae30\uad00<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uc774 \uad6c\uccb4\uc801\uc778 \uc608\uc785\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \uc8fc\uad8c \ud50c\ub7ab\ud3fc\uc740 \uc804\uc801\uc73c\ub85c \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud558\uac70\ub098 \uc628\ud504\ub808\ubbf8\uc2a4\ub85c \ubc30\ud3ec\ud558\uc5ec \uc2a4\uc704\uc2a4 \uc740\ud589 \ubc0f \uad6d\uacbd\uc744 \ub118\ub294 \uad6c\uc870\ub97c \ucda9\uc871\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uace0\uac1d\uc774 \uc740\ud589 \ubcf4\uc548\uc744 \uae30\ub300\ud558\uace0 \uaddc\uc81c \ub2f9\uad6d\uc774 \uac10\uc0ac \uac00\ub2a5\uc131\uc744 \uc694\uad6c\ud560 \ub54c \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc774 \uc9c0\uc6d0\ud574\uc57c \ud558\ub294 \uc8fc\uc694 \uaddc\uc815 \uc900\uc218 \uc694\uad6c \uc0ac\ud56d\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc694\uad6c \uc0ac\ud56d<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud655\uc778\ud574\uc57c \ud560 \uc0ac\ud56d<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \ubc0f AML<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c \uc218\uc9d1, \uc704\ud5d8 \ub4f1\uae09, \uac70\ub798 \ubaa8\ub2c8\ud130\ub9c1 \ud2b8\ub9ac\uac70, PEP \uc2ec\uc0ac \ud1b5\ud569<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc801\ud569\uc131 \uae30\ub85d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub9ac\uc2a4\ud06c \ud504\ub85c\ud30c\uc77c\ub9c1 \uc124\ubb38\uc9c0, \ud22c\uc790 \uc815\ucc45 \ubb38\uc11c, \uc801\uc815\uc131 \ud3c9\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uac10\uc0ac \ucd94\uc801<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud0c0\uc784\uc2a4\ud0ec\ud504\uac00 \ud3ec\ud568\ub41c \uc644\ubcbd\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d, \ubb38\uc11c \ubc84\uc804, \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc804\uc790 \uc544\uce74\uc774\ube0c \ubcf4\uc874<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218 \uc800\uc7a5 \uae30\uac04, \ubcc0\uacbd \ubd88\uac00\ub2a5\ud55c \uae30\ub85d, \ub0b4\ubcf4\ub0b4\uae30 \uae30\ub2a5<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf4\uc548\uacfc \uad00\ub828\ud558\uc5ec CRM \uacf5\uae09\uc5c5\uccb4\ub97c \ube44\uad50\ud560 \ub54c\ub294 \ub2e4\uc74c\uacfc \uac19\uc774 \ud3c9\uac00\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ISO \uc778\uc99d \ubc0f SOC2 \uc900\uc218<\/li>\n\n\n\n<li>\ubaa8\uc758 \uce68\ud22c \ud14c\uc2a4\ud2b8 \ube48\ub3c4 \ubc0f \uacb0\uacfc \uacf5\uac1c<\/li>\n\n\n\n<li>\ubbf8\uc0ac\uc6a9 \ubc0f \uc804\uc1a1 \uc911 \uc554\ud638\ud654 \ud45c\uc900<\/li>\n\n\n\n<li>\ud504\ub77c\uc774\ube57 \ud074\ub77c\uc6b0\ub4dc\uc640 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc \ud638\uc2a4\ud305 \uc635\uc158<\/li>\n\n\n\n<li>\uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \uac00\uc6a9\uc131\uc744 \ud1b5\ud55c \uc81c\uc5b4 \uadf9\ub300\ud654<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-3-assess-core-crm-capabilities-for-wealth-management\">3\ub2e8\uacc4: \uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c \ud575\uc2ec CRM \uae30\ub2a5 \ud3c9\uac00<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c\ub294 \uc77c\ubc18\uc801\uc778 \uc5f0\ub77d\ucc98 \uad00\ub9ac \uc678\uc5d0\ub3c4 \uac00\uad6c, \ubcf5\uc7a1\ud55c \ubc95\uc801 \uad6c\uc870, \uc7ac\ub7c9\uad8c\uc5d0 \ub530\ub77c \ub9de\ucda4\ud654\ub41c CRM \uae30\ub2a5\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. B2B \uc601\uc5c5\uc744 \uc704\ud574 \uc124\uacc4\ub41c \uc77c\ubc18\uc801\uc778 CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uac00\uc871, \uc2e0\ud0c1, \ub2e4\uc138\ub300 \uc790\uc0b0\uc744 \uace0\ub824\ud558\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \uc88c\uc808\uac10\uc744 \uc548\uaca8\uc904 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \ubc0f \uac00\uad6c \ubaa8\ub378\ub9c1<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc6d0\ud558\ub294 CRM \uc2dc\uc2a4\ud15c\uc744 \ucc3e\uc544\ubcf4\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub2e8\uc77c \uac00\uad6c \ubcf4\uae30 \ub0b4\uc758 \uc5ec\ub7ec \uc608\uc57d \uc13c\ud130 \uad00\uacc4<\/li>\n\n\n\n<li>\uc5ec\ub7ec \uc774\ud574\uad00\uacc4\uc790\uac00 \uc788\ub294 \uae30\uc5c5 \uad6c\uc870, \uc2e0\ud0c1 \ubc0f \uc7ac\ub2e8<\/li>\n\n\n\n<li>\ub300\ud45c, \uc218\ud61c\uc790 \ubc0f \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc788\ub294 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4 \uad6c\uc131<\/li>\n\n\n\n<li>\uad8c\ud55c\uc5d0 \ub530\ub978 \uacf5\uc720 \uc790\uc0b0\uacfc \uac1c\ubcc4 \uc790\uc0b0 \uac00\uc2dc\uc131 \ube44\uad50<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad00\uacc4 \ubc0f \ud65c\ub3d9 \ucd94\uc801<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uace0\uc758 CRM \uc194\ub8e8\uc158\uc774 \ucea1\ucc98\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud2b9\uc815 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc5d0 \uc5f0\uacb0\ub41c \ubbf8\ud305 \ub178\ud2b8 \ubc0f \ud1b5\ud654 \uae30\ub85d\uc744 \ud3ec\ud568\ud558\uc5ec \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \uad00\uacc4 \uad00\ub9ac \ud504\ub85c\uc138\uc2a4\ub97c \uad6c\uc131, \uc790\ub3d9\ud654, \uac04\uc18c\ud654\ud558\uc5ec \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc744 \uad00\ub9ac\ud558\ub294 \ub3c4\uad6c<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \ub17c\uc758 \ubc0f \ucd94\ucc9c \ubb38\uc11c<\/li>\n\n\n\n<li>\uaddc\uc81c \uac10\uc0ac \uc911\uc5d0 \ub4dc\ub7ec\ub0a0 \uc218 \uc788\ub294 \ubb38\uc11c \ubc84\uc804<\/li>\n\n\n\n<li>\ud300\uc6d0 \uac04\uc5d0 \ud560\ub2f9\ub41c \ud6c4\uc18d \uc870\uce58\ub97c \uc704\ud55c \uc791\uc5c5 \uad00\ub9ac<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud30c\uc774\ud504\ub77c\uc778 \ubc0f \uae30\ud68c \uad00\ub9ac<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac \ud30c\uc774\ud504\ub77c\uc778 \uad00\ub9ac\ub294 \uc77c\ubc18\uc801\uc778 B2B \uc601\uc5c5\uacfc \ub2e4\ub985\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc0c8\ub85c\uc6b4 \uc7ac\ub7c9 \uc704\uc784 \ubc0f \uc790\ubb38 \uacc4\uc57d\uc5d0 \ub300\ud55c \uc804\ub9dd<\/li>\n\n\n\n<li>\uc5ec\ub7ec \uc608\uc57d \uc13c\ud130\uc5d0\uc11c \uc2e0\uaddc \uacc4\uc815 \uac1c\uc124<\/li>\n\n\n\n<li>\ub300\ucd9c \uc2dc\uc124 \uc694\uccad \ubc0f \uad6c\uc870\ud654\ub41c \uc0c1\ud488 \uae30\ud68c<\/li>\n\n\n\n<li>\uc758\ubb34 \uc5c5\uadf8\ub808\uc774\ub4dc \ubc0f \uc11c\ube44\uc2a4 \ud2f0\uc5b4 \ubcc0\uacbd<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uae08\uc735 \ubd80\ubb38\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \uc5f0\ub77d\ucc98, \uacc4\uc88c, \uae30\ud68c \ubaa8\ub378\uc758 \uad6c\uccb4\uc801\uc778 \uc608\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc77c\ubc18\uc801\uc778 \uc601\uc5c5 \ud37c\ub110 \uc0ac\uace0\uc5d0 \uc801\uc751\ud558\ub3c4\ub85d \uac15\uc694\ud558\uc9c0 \uc54a\uace0 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc2e4\uc81c\ub85c \uc77c\ud558\ub294 \ubc29\uc2dd\uc5d0 \ub9de\uac8c \ub370\uc774\ud130\ub97c \uad6c\uc870\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-4-compare-digital-onboarding-kyc-and-client-lifecycle-automation\">4\ub2e8\uacc4: \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC, \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc790\ub3d9\ud654 \ube44\uad50\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc740 2020\ub144\ubd80\ud130 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0\uc11c \uc885\uc774 \uae30\ubc18 \ubc0f \uc774\uba54\uc77c \uae30\ubc18 \ud504\ub85c\uc138\uc2a4\ub97c \ub300\uccb4\ud558\ub294 \uacb0\uc815\uc801\uc778 \ube44\uad50 \uc9c0\uc810\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud6a8\uc728\uc131 \ud5a5\uc0c1\ub3c4 \uc0c1\ub2f9\ud558\uc9c0\ub9cc, \ub354 \uc911\uc694\ud55c \uac83\uc740 \ub514\uc9c0\ud138 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uaddc\uc81c \uae30\uad00\uc744 \ub9cc\uc871\uc2dc\ud0a4\ub294 \uac10\uc0ac \uc900\ube44 \uae30\ub85d\uc744 \uc0dd\uc131\ud55c\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\uccb4 \uc628\ubcf4\ub529 \ud750\ub984\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac1c\uc778 \ub370\uc774\ud130, \ub0a9\uc138 \uac70\uc8fc\uc9c0, \uc7ac\uc0b0 \ucd9c\ucc98\ub97c \ud30c\uc545\ud558\ub294 \ub514\uc9c0\ud138 \uc591\uc2dd<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \ub9e4\uac1c\ubcc0\uc218\ub97c \uacb0\uc815\ud558\ub294 \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1 \uc124\ubb38\uc9c0<\/li>\n\n\n\n<li>\uc548\uc804\ud55c \uc5c5\ub85c\ub4dc \ubc0f \uc790\ub3d9 \ubd84\ub958 \uae30\ub2a5\uc744 \ud1b5\ud55c \ubb38\uc11c \uc218\uc9d1<\/li>\n\n\n\n<li>\uad00\ud560\uad8c\uc5d0\uc11c \ube44\ub514\uc624 \uc2e0\uc6d0 \ud655\uc778\uc774 \ud544\uc694\ud55c \uacbd\uc6b0<\/li>\n\n\n\n<li>\uacc4\uc815 \uacc4\uc57d \ubc0f \uc704\uc784\uc5d0 \ub300\ud55c \uc804\uc790 \uc11c\uba85 \ud1b5\ud569<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc740 \uc0ac\uc804 \uad6c\ucd95\ub41c KYC \ud15c\ud50c\ub9bf, \uace0\uac1d \uc720\ud615(\uac1c\uc778, \uae30\uc5c5, \uc2e0\ud0c1)\uc5d0 \ub530\ub77c \uc870\uc815\ub418\ub294 \ub3d9\uc801 \uc591\uc2dd, \uaddc\uc815 \uc900\uc218 \ubc0f \uad00\ub9ac\uc5d0 \uc790\ub3d9\uc73c\ub85c \uc2e0\uccad\uc11c\ub97c \ub77c\uc6b0\ud305\ud558\ub294 \uaddc\uce59 \uae30\ubc18 \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654 \ud3c9\uac00\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc704\ud5d8 \uc218\uc900\uc5d0 \ub530\ub978 \uc790\ub3d9\ud654\ub41c \uc815\uae30 KYC \uac80\ud1a0 \ud2b8\ub9ac\uac70<\/li>\n\n\n\n<li>\uace0\uac1d \uc0c1\ud669 \ubcc0\uacbd \ub610\ub294 \ubb38\uc11c \ub9cc\ub8cc \uc2dc \uc54c\ub9bc<\/li>\n\n\n\n<li>\ubcc4\ub3c4\uc758 \uaddc\uc815 \uc900\uc218 \uc0ac\uc77c\ub85c\uac00 \uc544\ub2cc CRM \uc791\uc5c5 \ubc0f \ub300\uc2dc\ubcf4\ub4dc \uc54c\ub9bc<\/li>\n\n\n\n<li>\uc0c1\uae09\uc790\uc758 \uc2b9\uc778\uc774 \ud544\uc694\ud55c \uc608\uc678\uc5d0 \ub300\ud55c \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uacbd\ub85c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc911 \uad00\ud560\uad8c \uc628\ubcf4\ub529\uc740 \uc810\uc810 \ub354 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU, \uc2a4\uc704\uc2a4, \uc911\ub3d9 \uace0\uac1d\uc5d0\uac8c\ub294 \uc11c\ub85c \ub2e4\ub978 \ub370\uc774\ud130 \uc218\uc9d1 \ubc0f \ub3d9\uc758 \uc694\uac74\uc774 \uc801\uc6a9\ub429\ub2c8\ub2e4. \uc62c\ubc14\ub978 CRM\uc740 \uac01 \uc9c0\uc5ed\ub9c8\ub2e4 \ubcc4\ub3c4\uc758 \uc2dc\uc2a4\ud15c\uc744 \ud544\uc694\ub85c \ud558\uc9c0 \uc54a\uace0 \uad6c\uc131 \uac00\ub2a5\ud55c \uc6cc\ud06c\ud50c\ub85c\ub97c \ud1b5\ud574 \uc774\ub7ec\ud55c \ubcc0\uc218\ub97c \ucc98\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-5-evaluate-integrated-portfolio-management-and-client-reporting\">5\ub2e8\uacc4: \ud1b5\ud569 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uace0\uac1d \ubcf4\uace0 \ud3c9\uac00\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac \uc804\uc6a9 CRM\uc740 \ud22c\uc790 \ub370\uc774\ud130\ub97c \ubd80\ucc28\uc801\uc778 \uac83\uc73c\ub85c \ucde8\uae09\ud558\uc9c0 \ub9d0\uace0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uae30\ub2a5\uc744 \ub0b4\uc7a5\ud558\uac70\ub098 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c\uc640 \uae34\ubc00\ud558\uac8c \ud1b5\ud569\ud574\uc57c \ud569\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uace0\uac1d\uacfc \ub300\ud654\ud560 \ub54c \uc804\uccb4 \uadf8\ub9bc\uc744 \ubcfc \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\ub9e4\uc790\uac00 \ube44\uad50\ud574\uc57c \ud558\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uae30\ub2a5\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uae30\ub2a5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc911\uc694\ud55c \uc774\uc720<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc704\uce58 \ubcf4\uae30<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc218\ud0c1\uc790 \uac04 \uc2e4\uc2dc\uac04 \ubcf4\uc720 \ud604\ud669<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc131\ub2a5 \uce21\uc815<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uac04 \uac00\uc911 \uc218\uc775\ub960 \ubc0f \uae08\uc561 \uac00\uc911 \uc218\uc775\ub960<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc218\uc218\ub8cc \uacc4\uc0b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uba85\uc138\uc11c\uc5d0 \ub300\ud55c \ud22c\uba85\ud55c \uccad\uad6c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc804\ub7b5 \uc2e4\ud589 \ubc0f \ubaa8\ub2c8\ud130\ub9c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub9ac\ubc38\ub7f0\uc2f1 \uc9c0\uc6d0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub4dc\ub9ac\ud504\ud2b8 \uc54c\ub9bc \ubc0f \uac70\ub798 \uc81c\uc548<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud1b5\ud569 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30\uc640 \ub300\uc2dc\ubcf4\ub4dc\ub97c \uc0ac\uc6a9\ud558\uc5ec \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc790\uc0b0, \ubd80\ucc44\ub97c \ud655\uc778\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\"  rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5913\">ESG<\/a> \uae30\ubcf8 \uc124\uc815 \ubc0f \ud22c\uc790 \uc815\ucc45 \uc81c\uc57d \uc0ac\ud56d\uc744 CRM \uc791\uc5c5 \uc601\uc5ed \ub0b4\uc5d0\uc11c \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \ud0ed \uc804\ud658\uc774 \ud544\uc694 \uc5c6\uc5b4\uc9c0\uace0 \uc624\ub798\ub41c \uc815\ubcf4\uc5d0 \ub530\ub77c \ud589\ub3d9\ud560 \uc704\ud5d8\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uad50\uc5d0\ub294 \ubcf4\uace0 \ub3c4\uad6c\uc758 \ud488\uc9c8\ub3c4 \ud3ec\ud568\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud68c\uc0ac\uc758 \uc544\uc774\ub374\ud2f0\ud2f0\uc640 \uc77c\uce58\ud558\ub294 \ube0c\ub79c\ub4dc \ubb38\uad6c<\/li>\n\n\n\n<li>MiFID II \ub610\ub294 LSFin \uc694\uac74\uc5d0 \ub300\ud55c \uaddc\uc81c \uacf5\uc2dc<\/li>\n\n\n\n<li>\uc131\ub2a5 \ubc0f \ubb38\uc11c\uc5d0 \ub300\ud55c \uc140\ud504 \uc11c\ube44\uc2a4 \uc561\uc138\uc2a4\ub97c \uc704\ud55c \ub514\uc9c0\ud138 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/li>\n\n\n\n<li>\ub0b4\ubd80 \uad00\ub9ac \ubc0f \uaddc\uc815 \uc900\uc218 \ubaa9\uc801\uc758 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \ubcf4\uace0\uc11c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4, \ub8e9\uc148\ubd80\ub974\ud06c, \uc2f1\uac00\ud3ec\ub974\uc758 \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc5d0\uc11c\ub294 \ub2e4\uc911 \uc218\ud0c1\uc790 \uc0c1\ud669\uc774 \uc77c\ubc18\uc801\uc785\ub2c8\ub2e4. CRM \ud50c\ub7ab\ud3fc\uc774 \uc5ec\ub7ec \uc740\ud589\uc758 \ub370\uc774\ud130 \ud53c\ub4dc\ub97c \ucc98\ub9ac\ud558\ub294 \ubc29\uc2dd, \ud3ec\uc9c0\uc158\uc774 \uc62c\ubc14\ub974\uac8c \uc9d1\uacc4\ub418\ub294\uc9c0 \uc5ec\ubd80, \uc218\ud0c1\uae30\uad00 \uc804\ubc18\uc5d0\uc11c \uc131\uacfc\uac00 \uacc4\uc0b0\ub418\ub294 \ubc29\uc2dd\uc744 \ud3c9\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"574\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/integrate-investglass-rss-1024x574.png\" alt=\"InvestGlass\uc640 RSS \ud53c\ub4dc \ud1b5\ud569\" class=\"wp-image-48153\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/integrate-investglass-rss-1024x574.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/integrate-investglass-rss-300x168.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/integrate-investglass-rss-768x430.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/integrate-investglass-rss.png 1076w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\uc640 RSS \ud53c\ub4dc \ud1b5\ud569<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-6-review-marketing-automation-and-client-experience-features\">6\ub2e8\uacc4: \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \ubc0f \uace0\uac1d \uacbd\ud5d8 \uae30\ub2a5 \uac80\ud1a0\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc758 \uc790\uc0b0 \uad00\ub9ac\uc790\ub4e4\uc740 \uc77c\ubc18\uc801\uc778 \ub274\uc2a4\ub808\ud130\uc640 \uc218\ub3d9 \ud6c4\uc18d \uc870\uce58 \ub300\uc2e0 \uc138\ubd84\ud654\ub41c \ub514\uc9c0\ud138 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \uc810\uc810 \ub354 \uc758\uc874\ud558\uac8c \ub420 \uac83\uc785\ub2c8\ub2e4. \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\uc758 \uc2dc\uac04\uc744 \uc18c\ube44\ud558\uc9c0 \uc54a\uace0\ub3c4 \uace0\uac1d \uad00\uacc4\ub97c \uac15\ud654\ud558\ub294 \uc77c\uad00\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \uae30\ub2a5\uc744 \ube44\uad50\ud574\ubcf4\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AUM, \uc704\ud5d8 \ud504\ub85c\ud544 \ub610\ub294 \uad00\uc2ec\uc0ac\ub97c \uae30\ubc18\uc73c\ub85c \uc138\ubd84\ud654\ub41c \uc774\uba54\uc77c \ucea0\ud398\uc778<\/li>\n\n\n\n<li>\ub9c8\uc77c\uc2a4\ud1a4\uc5d0 \ub530\ub77c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud2b8\ub9ac\uac70\ud558\ub294 \uace0\uac1d \uc5ec\uc815 \ube4c\ub354<\/li>\n\n\n\n<li>\ub9ac\ubc38\ub7f0\uc2f1 \ub610\ub294 \uc131\uacfc \uc784\uacc4\uac12\uacfc \uac19\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc774\ubca4\ud2b8\uc5d0 \uae30\ubc18\ud55c \uc774\ubca4\ud2b8 \ud2b8\ub9ac\uac70<\/li>\n\n\n\n<li>\uaddc\uc81c \ubcf4\uc874\uc744 \uc704\ud55c MiFID II \uc900\uc218 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc544\uce74\uc774\ube59<\/li>\n\n\n\n<li>\uc774\uba54\uc77c, \ud3ec\ud138 \uba54\uc2dc\uc9d5, SMS\ub97c \ud3ec\ud568\ud55c \ub2e4\uc591\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ucc44\ub110<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \ucf58\ud150\uce20\uc5d0 \ud2b9\ud654\ub41c \ucea0\ud398\uc778 \ub3c4\uad6c \ubc0f \ud15c\ud50c\ub9bf\uacfc CRM\uc744 \uacb0\ud569\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc131\uacfc \ud504\ub85c\ubaa8\uc158 \uaddc\uce59\uacfc \uac19\uc740 \uaddc\uc81c \uc81c\uc57d\uc744 \ucc98\ub9ac\ud558\uc5ec \ub9c8\ucf00\ud305\uc774 \uaddc\uc815\uc744 \uc900\uc218\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3c9\uac00 \uc2dc \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \uae30\ub2a5\ub3c4 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d\uacfc \uad00\uacc4 \uad00\ub9ac\uc790 \uac04\uc758 \uc548\uc804\ud55c \uba54\uc2dc\uc9d5<\/li>\n\n\n\n<li>\uc77d\uae30 \ud655\uc778 \ubc0f \uc2b9\uc778 \uae30\ub2a5\uc774 \uc788\ub294 \ubb38\uc11c \uacf5\uc720<\/li>\n\n\n\n<li>\uac70\ub798 \uc9c0\uce68\uc5d0 \ub300\ud55c \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c<\/li>\n\n\n\n<li>\ubaa8\ubc14\uc77c \uc7a5\uce58\uc5d0\uc11c \uc5f0\ub77d\ucc98 \uc815\ubcf4 \ubc0f \uae30\ubcf8 \uc124\uc815\uc5d0 \ub300\ud55c \uc140\ud504 \uc11c\ube44\uc2a4 \uc5c5\ub370\uc774\ud2b8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc5d0\ub294 AI\uac00 \uac1c\uc778 \ub9de\ucda4\ud615 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc9c0\ub9cc, \uae30\uc5c5\uc740 \uc54c\uace0\ub9ac\uc998\uacfc \ub370\uc774\ud130\ub97c \ud1b5\uc81c\ud560 \uc218 \uc788\ub294 \ubc29\ubc95\uc744 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc640 \uac19\uc740 \uc8fc\uad8c \uad6d\uac00 \ud658\uacbd\uc5d0\uc11c\ub294 \uae30\uc5c5\uc774 \ubbfc\uac10\ud55c \uae08\uc735 \ub370\uc774\ud130\ub97c \uc5c4\uaca9\ud55c \uad00\ud560\uad8c \ubc94\uc704 \ub0b4\uc5d0\uc11c \uc720\uc9c0\ud558\uba74\uc11c AI \uae30\ubc18 \uc778\uc0ac\uc774\ud2b8\uc758 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-7-analyse-ai-and-automation-in-wealth-management-crms\">7\ub2e8\uacc4: \uc790\uc0b0 \uad00\ub9ac CRM\uc5d0\uc11c AI \ubc0f \uc790\ub3d9\ud654 \ubd84\uc11d\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \uc720\ud589\uc5b4\uc5d0\uc11c \uc2e4\uc6a9\uc801\uc778 \ub3c4\uad6c\ub85c \ubc1c\uc804\ud588\uc9c0\ub9cc, \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 AI\uac00 \uc5b4\ub5bb\uac8c \ub0b4\uc7a5\ub418\uc5b4 \uc788\uace0 \ub370\uc774\ud130\uac00 \uc5b4\ub5bb\uac8c \uad00\ub9ac\ub418\ub294\uc9c0 \ube44\uad50\ud574\uc57c \ud569\ub2c8\ub2e4. \ud2b9\ud788 \uaddc\uc81c \ucc45\uc784\uc774 \uc911\uc694\ud55c \uacbd\uc6b0 \ubaa8\ub4e0 AI \uad6c\ud604\uc774 \ub3d9\uc77c\ud55c \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3c9\uac00\ud560 \uc77c\ubc18\uc801\uc778 AI \uae30\ub2a5\uc785\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub9ac\ub4dc \uc2a4\ucf54\uc5b4\ub9c1\uc744 \ud1b5\ud55c \uc7a0\uc7ac \uace0\uac1d \ubc1c\uad74 \ub178\ub825\uc758 \uc6b0\uc120 \uc21c\uc704 \uc9c0\uc815<\/li>\n\n\n\n<li>\uace0\uac1d \ucc38\uc5ec\ub97c \uc704\ud55c \ucc28\uc120\ucc45 \uc81c\uc548<\/li>\n\n\n\n<li>\ub178\ud2b8\uc640 \ubb38\uc11c\uc5d0\uc11c \uc790\uc5f0\uc5b4 \uac80\uc0c9<\/li>\n\n\n\n<li>KYC \ubc0f \uaddc\uc815 \uc900\uc218 \ud30c\uc77c\uc744 \uc704\ud55c \ubb38\uc11c \ubd84\ub958<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218 \uacbd\uace0 \ubc0f \ube44\uc815\uc0c1 \ud328\ud134\uc5d0 \ub300\ud55c \uc774\uc0c1 \uc9d5\ud6c4 \ud0d0\uc9c0<\/li>\n\n\n\n<li>\ud68c\uc758 \uc694\uc57d\uacfc \uac19\uc740 \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc744 \uc704\ud55c \uc791\uc5c5 \uc790\ub3d9\ud654<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc5d0 \ubbfc\uac10\ud55c \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud574 \uace0\uac1d \ub370\uc774\ud130\uc5d0 \uac00\uae4c\uc6b4 \ubaa8\ub378\uc744 \uc720\uc9c0\ud558\uba74\uc11c AI \uae30\ubc18 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub294 \uace0\uac1d \ub370\uc774\ud130\uac00 \uc678\ubd80 \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud574 \uc720\ucd9c\ub420 \uc218 \uc788\ub294 \uace0\ub3c4\ub85c \uc911\uc559\ud654\ub41c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uc811\uadfc \ubc29\uc2dd\uacfc \ub300\uc870\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub97c \ud3c9\uac00\ud560 \ub54c\ub294 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub2e4\uc74c \uc0ac\ud56d\uc5d0 \ub300\ud574 \uc9c8\ubb38\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI \ubaa8\ub378\uc740 \uc5b4\ub5a4 \ub370\uc774\ud130\ub85c \uc5b4\ub5bb\uac8c \ud559\uc2b5\ub418\ub098\uc694?<\/li>\n\n\n\n<li>\ud37c\ube14\ub9ad \ubaa8\ub378 \ud559\uc2b5\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uace0\uac1d \ub370\uc774\ud130\uc5d0 \ub2e4\ub978 \uace0\uac1d\uc774 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub098\uc694?<\/li>\n\n\n\n<li>\uaddc\uc81c\ub41c \uc790\ubb38 \uc0c1\ud669\uc5d0\uc11c \uc124\uba85 \uac00\ub2a5\uc131\uc740 \uc5b4\ub5bb\uac8c \ucc98\ub9ac\ub418\ub098\uc694?<\/li>\n\n\n\n<li>\ud68c\uc0ac\uac00 \ud2b9\uc815 AI \uae30\ub2a5\uc744 \uc0ac\uc6a9\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \ub2e4\ub978 \uae30\ub2a5\uc740 \uc720\uc9c0\ud560 \uc218 \uc788\ub098\uc694?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uc0ac\uc5d0\uc11c\ub294 \uba3c\uc800 \ub178\ud2b8 \uc694\uc57d\uacfc \uc791\uc5c5 \uc0dd\uc131 \uac19\uc740 \ub0b4\ubd80 \uc0dd\uc0b0\uc131 \uc5c5\ubb34\uc5d0 AI \uc790\ub3d9\ud654\ub97c \uc2dc\ubc94 \uc801\uc6a9\ud574\uc57c \ud569\ub2c8\ub2e4. \uc2e0\ub8b0\uac00 \uc313\uc774\uba74 \ud22c\uc790 \ucd94\ucc9c\uacfc \uace0\uac1d \ub300\uba74 \uc81c\uc548\uc73c\ub85c AI\ub97c \ud655\uc7a5\ud558\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-8-check-integration-capabilities-with-your-existing-wealthtech-stack\">8\ub2e8\uacc4: \uae30\uc874 \uc6f0\uc2a4\ud14c\ud06c \uc2a4\ud0dd\uacfc\uc758 \ud1b5\ud569 \uae30\ub2a5 \ud655\uc778<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144 \ub300\ubd80\ubd84\uc758 \uae30\uc5c5\uc5d0\uac8c \uc911\uc694\ud55c \uac83\uc740 CRM\uc758 \ud1b5\ud569 \uc5ec\ubd80\uac00 \uc544\ub2c8\ub77c \uc774\ubbf8 \uad6c\ucd95\ub41c \uc2dc\uc2a4\ud15c\uacfc \uc5bc\ub9c8\ub098 \uae4a\uc774, \uadf8\ub9ac\uace0 \uc5b4\ub5a4 \uc2dc\uc2a4\ud15c\uacfc \ud1b5\ud569\ud560 \uac83\uc778\uac00\uc785\ub2c8\ub2e4. \uc6d0\ud65c\ud55c \ud1b5\ud569\uc740 \uc774\uc911 \ub370\uc774\ud130 \uc785\ub825\uc744 \uc5c6\uc560\uace0 \uae30\uc220 \ud658\uacbd \uc804\ubc18\uc5d0\uc11c \uc6d0\ud65c\ud55c \ub370\uc774\ud130 \ud750\ub984\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \ud1b5\ud569\uc744 \uace0\ub824\ud574\uc57c \ud558\ub294 \uc77c\ubc18\uc801\uc778 \uc2dc\uc2a4\ud15c\uc785\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>\uc2dc\uc2a4\ud15c \uc720\ud615<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud1b5\ud569 \uc6b0\uc120 \uc21c\uc704<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud575\uc2ec \ubc45\ud0b9 \ud50c\ub7ab\ud3fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uacc4\uc815 \ub370\uc774\ud130, \uac70\ub798, \uc794\uc561<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\uc9c0\uc158, \uc131\uacfc, \uc8fc\ubb38<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc7ac\ubb34 \uacc4\ud68d \ub3c4\uad6c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubaa9\ud45c, \uc608\uc0c1, \ud604\uae08 \ud750\ub984 \ubd84\uc11d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub9ac\uc2a4\ud06c \uc5d4\uc9c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1, \uc2a4\ud2b8\ub808\uc2a4 \ud14c\uc2a4\ud2b8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c \uad00\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc800\uc7a5\uc18c, \ubc84\uc804 \uad00\ub9ac, \uac80\uc0c9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc804\uc790 \uc11c\uba85 \uacf5\uae09\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uacc4\uc57d \uccb4\uacb0, \uc2b9\uc778<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc7ac\ubb34 \uacc4\ud68d \uc18c\ud504\ud2b8\uc6e8\uc5b4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc885\ud569\uc801\uc778 \uc790\uc0b0 \uacc4\ud68d<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\ubcf8 \ud30c\uc77c \uae30\ubc18 \uac00\uc838\uc624\uae30(\ubc24\uc0c8 \uc2e4\ud589\ub420 \uc218 \uc788\ub294 \uc77c\uad04 \uc5c5\ub85c\ub4dc)\uc640 \uc2e4\uc2dc\uac04 API(\uc989\uac01\uc801\uc778 \uc591\ubc29\ud5a5 \ub370\uc774\ud130 \ub3d9\uae30\ud654)\uc758 \ucc28\uc774\uc810\uc744 \uc774\ud574\ud569\ub2c8\ub2e4. \uc2e4\uc2dc\uac04 \uc5f0\uacb0\uc740 \uace0\uac1d\uacfc \ub300\ud654\ud560 \ub54c \uc815\ud655\uc131\uacfc \uc5b4\ub4dc\ubc14\uc774\uc800 \uc0dd\uc0b0\uc131\uc744 \uc704\ud574 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc740\ud589, \ubcf4\ud5d8\uc0ac \ubc0f \ub3c5\ub9bd \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\uc5d0 \uc801\ud569\ud55c \uc740\ud589 \ub4f1\uae09 \ubcf4\uc548 \uae30\ub300\uce58\uc5d0 \ubd80\ud569\ud558\ub294 API\uc640 \ucee4\ub125\ud130\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud1b5\ud569 \uae30\ub2a5\uc744 \ud1b5\ud574 \uae30\uc5c5\uc740 \uc804\uccb4 \uae30\uc220 \uc2a4\ud0dd\uc744 \uc7ac\uad6c\ucd95\ud558\uc9c0 \uc54a\uace0\ub3c4 \uae30\uc874 \uae08\uc735 \ub3c4\uad6c\ub97c \uc5f0\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\uc5c5\uccb4\uc5d0 \uc544\ud0a4\ud14d\ucc98 \ub2e4\uc774\uc5b4\uadf8\ub7a8\uacfc \ud1b5\ud569 \ucc38\uc870 \uc0ac\ub840\ub97c \uc694\uccad\ud558\uc138\uc694. 2022\ub144\uc5d0\uc11c 2025\ub144 \uc0ac\uc774\uc5d0 \uac00\ub3d9\ub41c \uc2a4\uc704\uc2a4 \ub610\ub294 EU \uae08\uc735 \uae30\uad00\uc758 \uc0ac\ub840\ub97c \uc694\uccad\ud558\ub294 \uac83\uc774 \uac00\uc7a5 \uc774\uc0c1\uc801\uc785\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc601\uc5c5 \ud504\ub808\uc820\ud14c\uc774\uc158\uc744 \ub118\uc5b4 \uc2e4\uc81c \ud1b5\ud569 \uae30\ub2a5\uc744 \uac80\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-9-compare-security-architecture-and-operational-risk-controls\">9\ub2e8\uacc4: \ubcf4\uc548 \uc544\ud0a4\ud14d\ucc98 \ubc0f \uc6b4\uc601 \uc704\ud5d8 \uc81c\uc5b4 \ube44\uad50<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \uc120\ud0dd\uc740 \uc6b4\uc601 \uc704\ud5d8, \uc0ac\uc774\ubc84 \ubcf4\uc548 \ub178\ucd9c, \ud3c9\ud310 \uc704\ud5d8\uacfc \uc9c1\uacb0\ub429\ub2c8\ub2e4. 2024\ub144\uacfc 2025\ub144\uc5d0 \uc720\ub7fd\uc5d0\uc11c \ubc1c\uc0dd\ud55c \uba87 \uac74\uc758 \ub300\ud615 \uae08\uc735 \ub370\uc774\ud130 \uc720\ucd9c \uc0ac\uac74\uc740 \uace0\uac1d \ub370\uc774\ud130 \uad00\ub9ac\uac00 \uc2ec\uac01\ud55c \uacb0\uacfc\ub97c \ucd08\ub798\ud560 \uc218 \uc788\uc74c\uc744 \uc5c5\uacc4\uc5d0 \uc0c1\uae30\uc2dc\ucf1c \uc8fc\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\uc5c5\uccb4\uc5d0 \ubb38\uc758\ud560 \uad6c\uccb4\uc801\uc778 \uae30\uc220\uc801 \ubc0f \uc870\uc9c1\uc801 \uc870\uce58:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc554\ud638\ud654 \ud45c\uc900 \ubc0f \ud0a4 \uad00\ub9ac \uc0ac\ub840<\/li>\n\n\n\n<li>\ub204\uac00 \uc5b8\uc81c \ubb34\uc5c7\uc744 \uc561\uc138\uc2a4\ud588\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uad00\ub9ac\uc790 \uac10\uc0ac \ub85c\uadf8<\/li>\n\n\n\n<li>\ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4\uc640 \uaddc\uc815 \uc900\uc218\ub97c \ubd84\ub9ac\ud558\ub294 \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4<\/li>\n\n\n\n<li>\ub2e8\uc77c \uc7a5\uc560 \uc9c0\uc810\uc744 \ubc29\uc9c0\ud558\ub294 \uc5c5\ubb34 \ubd84\ub9ac<\/li>\n\n\n\n<li>\uc561\uc138\uc2a4 \ub85c\uae45\uc744 \ud1b5\ud55c \uc548\uc804\ud55c \ubb38\uc11c \uc800\uc7a5<\/li>\n\n\n\n<li>\ubc31\uc5c5 \ubc0f \uc7ac\ud574 \ubcf5\uad6c \uc808\ucc28<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud50c\ub7ab\ud3fc\uc740 \uc5c4\uaca9\ud55c \uc561\uc138\uc2a4 \uc81c\uc5b4, \uc740\ud589 \uc218\uc900\uc758 \ubcf4\uc548 \uc124\uacc4, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc758 \ubcf5\uc6d0\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub294 \uace0\uac1d \uc2e0\ub8b0\uac00 \uc785\uc99d \uac00\ub2a5\ud55c \ubcf4\uc548\uc5d0 \ub2ec\ub824 \uc788\ub294 \uae08\uc735 \uae30\uad00\uc5d0 \uc911\uc694\ud55c \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uad50\ud560 \uacc4\uc57d \ud56d\ubaa9:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ud56d\ubaa9<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud655\uc778\ud574\uc57c \ud560 \uc0ac\ud56d<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc11c\ube44\uc2a4 \uc218\uc900 \uacc4\uc57d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac00\ub3d9 \uc2dc\uac04 \ubcf4\uc7a5, \uc751\ub2f5 \uc2dc\uac04<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc778\uc2dc\ub358\ud2b8 \ub300\uc751<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc54c\ub9bc \ud0c0\uc784\ub77c\uc778, \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uc808\ucc28<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \ubcf5\uad6c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcf5\uad6c \uc9c0\uc810 \ubaa9\ud45c, \ubc31\uc5c5 \ube48\ub3c4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc885\ub8cc \uc870\ud56d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uc774\ub3d9\uc131, \uc804\ud658 \uc9c0\uc6d0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc81c \uaddc\uc81c \uae30\uad00\uacfc \uac10\uc0ac\uc6d0\uc740 CRM \ubcf4\uc548 \uc81c\uc5b4\ub97c \uc9c1\uc811 \uac80\ud1a0\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \ubcf4\uc548\uc740 \uccb4\ud06c\ubc15\uc2a4\uc5d0 \uccb4\ud06c\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ud611\uc0c1\ud560 \uc218 \uc5c6\ub294 \ube44\uad50 \ubc94\uc8fc\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-10-consider-user-experience-adoption-and-relationship-manager-feedback\">10\ub2e8\uacc4: \uc0ac\uc6a9\uc790 \uacbd\ud5d8, \ucc44\ud0dd \ubc0f \uad00\uacc4 \uad00\ub9ac\uc790 \ud53c\ub4dc\ubc31 \uace0\ub824\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\ubb34\ub9ac \uac15\ub825\ud55c CRM\uc774\ub77c\ub3c4 \uad00\uacc4 \uad00\ub9ac\uc790\uc640 \ube44\uc11c\uac00 \uace0\uac1d \ubbf8\ud305\uacfc \uc77c\uc0c1 \uc5c5\ubb34\uc5d0\uc11c \uc2e4\uc81c\ub85c \uc0ac\uc6a9\ud558\uc9c0 \uc54a\ub294\ub2e4\uba74 \uc2e4\ud328\ud569\ub2c8\ub2e4. \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4\ub294 \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud558\ub294 \ubc18\uba74, \ubcf5\uc7a1\uc131\uc740 \ud574\uacb0 \ubc29\ubc95\uacfc \uc100\ub3c4 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub97c \uc720\ub3c4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ud130\ud398\uc774\uc2a4\uc5d0\uc11c \uc0b4\ud3b4\ubd10\uc57c \ud560 \uc0ac\ud56d<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc6b0\uc120 \uc21c\uc704 \uc815\ubcf4\ub97c \uc989\uc2dc \ud45c\uc2dc\ud558\ub294 \uae54\ub054\ud55c \ub300\uc2dc\ubcf4\ub4dc<\/li>\n\n\n\n<li>\ud1b5\ud654 \uc911 \ud074\ub9ad \ud55c \ubc88\uc73c\ub85c \uc8fc\uc694 \ud074\ub77c\uc774\uc5b8\ud2b8 \uc815\ubcf4\uc5d0 \uc561\uc138\uc2a4<\/li>\n\n\n\n<li>\ud604\uc7a5 \ubc29\ubb38 \ubc0f \uad6d\uacbd \uac04 \uc774\ub3d9\uc744 \uc704\ud55c \ubaa8\ubc14\uc77c \uc9c0\uc6d0<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d\uc5d0 \ub300\ud574 \uc0dd\uac01\ud558\ub294 \ubc29\uc2dd\uacfc \uc77c\uce58\ud558\ub294 \uc9c1\uad00\uc801\uc778 \ud0d0\uc0c9 \uae30\ub2a5<\/li>\n\n\n\n<li>\ub178\ud2b8\uc640 \uc791\uc5c5 \uacf5\uc720\ub97c \uc704\ud55c \ud300 \ud611\uc5c5 \uae30\ub2a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \uc778\ud130\ud398\uc774\uc2a4\ub294 \uc77c\ubc18\uc801\uc778 \uc601\uc5c5 \ud37c\ub110\uc774 \uc544\ub2cc \uc740\ud589\uc6d0\uacfc \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uac00\uacc4, \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uc5c5\ubb34\uc5d0 \ub300\ud574 \uc0dd\uac01\ud558\ub294 \ubc29\uc2dd\uc5d0 \ub9de\ucdb0 \uad6c\ucd95\ub41c \uc790\uc0b0 \uc911\uc2ec \ub808\uc774\uc544\uc6c3\uc758 \uc608\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ub514\uc790\uc778\uc740 \uad50\uc721 \uc2dc\uac04\uc744 \uc904\uc774\uace0 \uc77c\uc77c \uc0ac\uc6a9\ub7c9\uc744 \ub298\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\ubaa8 \ubc0f \uac1c\ub150 \uc99d\uba85 \ub2e8\uacc4\uc5d0 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ub97c \ucc38\uc5ec\uc2dc\ud0a4\uc138\uc694. IT\ub098 \uc870\ub2ec \ubd80\uc11c\uc5d0\ub9cc \uacb0\uc815\uc744 \ub9e1\uae30\uc9c0 \ub9d0\uace0 \uc810\uc218 \uae30\uc900\uc744 \uc0ac\uc6a9\ud558\uc5ec \uad6c\uc870\ud654\ub41c \ubc29\uc2dd\uc73c\ub85c \ud53c\ub4dc\ubc31\uc744 \uc218\uc9d1\ud558\uc138\uc694. CRM\uc774 \uac00\uce58\ub97c \uc81c\uacf5\ud558\ub294\uc9c0 \uc5ec\ubd80\ub294 \ub9e4\uc77c \uc0ac\uc6a9\ud558\ub294 \uc0ac\ub78c\ub4e4\uc774 \uacb0\uc815\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\uc5c5\uccb4\uc758 \uc628\ubcf4\ub529 \ubc0f \uad50\uc721 \ubc29\uc2dd\uc744 \ube44\uad50\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2dc\uc2a4\ud15c \uad6c\uc131\uc744 \uc704\ud55c \uad00\ub9ac\uc790 \uad50\uc721<\/li>\n\n\n\n<li>\uc790\uae30 \uc8fc\ub3c4\uc801 \uc0ac\uc6a9\uc790 \uad50\uc721\uc744 \uc704\ud55c \uc628\ub77c\uc778 \ud559\uc2b5 \ucf58\ud150\uce20<\/li>\n\n\n\n<li>\uccab 90\uc77c \ub3d9\uc548\uc758 \uad6c\uc131 \uc9c0\uc6d0<\/li>\n\n\n\n<li>\uc0c8\ub85c\uc6b4 \uae30\ub2a5 \ubc0f \uc6cc\ud06c\ud50c\ub85c\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \uad50\uc721<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-11-analyse-pricing-total-cost-of-ownership-and-contract-terms\">11\ub2e8\uacc4: \uac00\uaca9, \ucd1d\uc18c\uc720\ube44\uc6a9, \uacc4\uc57d \uc870\uac74 \ubd84\uc11d\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud5e4\ub4dc\ub77c\uc778 \ub77c\uc774\uc120\uc2a4 \uac00\uaca9\uc740 CRM \ube44\uc6a9\uc758 \uc77c\ubd80\uc5d0 \ubd88\uacfc\ud569\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 3~5\ub144 \ub3d9\uc548\uc758 \ucd1d \ube44\uc6a9\uc744 \uacc4\uc0b0\ud558\uc5ec \uc2e4\uc81c \ud22c\uc790 \ube44\uc6a9\uc744 \ud30c\uc545\ud558\uace0 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5 \uc608\uce21\uc744 \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc6a9 \uad6c\uc131 \uc694\uc18c\ub97c \ube44\uad50\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>\uad6c\uc131 \uc694\uc18c<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc77c\ubc18\uc801\uc778 \uac00\uaca9 \ubaa8\ub378<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc0ac\uc6a9\uc790\ubcc4 \ub77c\uc774\uc120\uc2a4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc88c\uc11d\ub2f9 \uc6d4\uac04 \ub610\ub294 \uc5f0\uac04<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubaa8\ub4c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6d4\ubcc4 \ucd94\uac00 \uc694\uae08 \ub610\ub294 \ud3ec\ud568<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubaa8\ub4c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc0ac\uc6a9\uc790\ubcc4 \ub610\ub294 \uac70\ub798\ubcc4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad6c\ud604<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uc815 \ud504\ub85c\uc81d\ud2b8 \ube44\uc6a9 \ub610\ub294 \uc2dc\uac04 \ubc0f \uc7ac\ub8cc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud1b5\ud569<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac1c\ubc1c \ube44\uc6a9 \ubc0f \uc9c0\uc18d\uc801\uc778 \uc720\uc9c0 \uad00\ub9ac<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc9c0\uc6d0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud568\ub41c \ud2f0\uc5b4 \ub610\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uc635\uc158<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uc644\uc804 \ud1b5\ud569\ud615 \ud50c\ub7ab\ud3fc\uc740 \ud544\uc694\ud55c \uac1c\ubcc4 \uc2dc\uc2a4\ud15c\uc758 \uc218\ub97c \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc5ec\ub7ec \uacf5\uae09\uc5c5\uccb4\uc758 \uc5ec\ub7ec \ub3c4\uad6c\ub97c \uc870\ud569\ud558\uc5ec \uc6b4\uc601\uc744 \uac04\uc18c\ud654\ud558\ub294 \uac83\ubcf4\ub2e4 \uc7a5\uae30\uc801\uc778 \ud1b5\ud569 \ubc0f \uc720\uc9c0 \uad00\ub9ac \ube44\uc6a9\uc774 \uc808\uac10\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacc4\uc57d \uc138\ubd80 \uc0ac\ud56d\uc5d0 \uc8fc\uc758\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc774\ud130 \uc800\uc7a5 \ud55c\ub3c4 \ubc0f \ucd08\uacfc \uc694\uae08<\/li>\n\n\n\n<li>\uad6c\uc131 \uc791\uc5c5\uc5d0 \ub300\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uac1c\ubc1c \ube44\uc6a9<\/li>\n\n\n\n<li>\ub77c\uc774\uc120\uc2a4\uc640 \ud568\uaed8 \ubc88\ub4e4\ub85c \uc81c\uacf5\ub418\ub294 \ud544\uc218 \ucee8\uc124\ud305 \ud328\ud0a4\uc9c0<\/li>\n\n\n\n<li>\uc5f0\uac04 \uac00\uaca9 \uc0c1\uc2b9 \uc870\ud56d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \uae30\ub300\uce58\uac00 \ubcc0\uacbd\ub418\ub294 \uacbd\uc6b0 \uba85\ud655\ud55c \uc885\ub8cc \uc870\ud56d, \ub370\uc774\ud130 \ub0b4\ubcf4\ub0b4\uae30 \uad8c\ud55c, \ud074\ub77c\uc6b0\ub4dc\uc5d0\uc11c \uc628\ud504\ub808\ubbf8\uc2a4\ub85c \uc804\ud658\ud558\uae30 \uc704\ud55c \uc870\uac74\uc744 \ud611\uc0c1\ud558\uc138\uc694. \uc7ac\ubb34 \uc6b4\uc601\uc740 CRM \uc5f0\uc18d\uc131\uc5d0 \ub2ec\ub824 \uc788\uc73c\ubbc0\ub85c \uc635\uc158\uc744 \ubcf4\ud638\ud558\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-12-run-a-structured-proof-of-concept-with-shortlists\">12\ub2e8\uacc4: \ud6c4\ubcf4 \ubaa9\ub85d\uc73c\ub85c \uad6c\uc870\ud654\ub41c \uac1c\ub150 \uc99d\uba85 \uc2e4\ud589\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2~3\uac1c\uc758 CRM \ud50c\ub7ab\ud3fc \ud6c4\ubcf4 \ubaa9\ub85d\uc774 \uc815\uc758\ub418\uba74 \uae30\uc5c5\uc740 \uc77c\ubc18\uc801\uc778 \ub370\ubaa8 \uc2dc\ub098\ub9ac\uc624\uac00 \uc544\ub2cc \uc2e4\uc81c \uc0ac\uc6a9 \uc0ac\ub840\ub97c \uc0ac\uc6a9\ud558\uc5ec \ud14c\uc2a4\ud2b8\ud574\uc57c \ud569\ub2c8\ub2e4. \ub370\ubaa8\ub294 \ubaa8\ubc94 \uc0ac\ub840\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ubc18\uba74 \uac1c\ub150 \uc99d\uba85\uc744 \ud1b5\ud574 \uc2e4\uc81c \uc801\ud569\uc131\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc77c\ubd80 CRM \ud50c\ub7ab\ud3fc\uc740 \ud1b5\ud569 \ud504\ub85c\uc81d\ud2b8 \uad00\ub9ac \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\uc5ec CRM \uad6c\ud604 \ubc0f \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc81d\ud2b8\uc640 \uad00\ub828\ub41c \ub2e4\uc591\ud55c \uc791\uc5c5\uacfc \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uad6c\uc131\ud558\uace0 \uac10\ub3c5\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3~6\uc8fc \uac1c\ub150 \uac80\uc99d\uc744 \uc124\uacc4\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc18c\uc218\uc758 \uc2e4\uc81c \uace0\uac1d \ud3ec\ud568(\ud544\uc694\ud55c \uacbd\uc6b0 \uc775\uba85\ud654)<\/li>\n\n\n\n<li>\uc0d8\ud50c KYC \ubb38\uc11c \ub85c\ub4dc \ubc0f \ud14c\uc2a4\ud2b8 \uc218\uc9d1 \uc6cc\ud06c\ud50c\ub85c<\/li>\n\n\n\n<li>\ub370\uc774\ud130 \ud45c\uc2dc\ub97c \ud14c\uc2a4\ud2b8\ud558\uae30 \uc704\ud574 \uc77c\ubc18\uc801\uc778 \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac00\uc838\uc624\uae30<\/li>\n\n\n\n<li>\ud558\ub098 \ub610\ub294 \ub450 \uac1c\uc758 \uaddc\uc81c \uc6cc\ud06c\ud50c\ub85c\ub97c \uc5d4\ub4dc \ud22c \uc5d4\ub4dc \uc2e4\ud589<\/li>\n\n\n\n<li>\uc5ec\ub7ec \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ucc44\ub110\uc5d0\uc11c \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9 \ud14c\uc2a4\ud2b8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud14c\uc2a4\ud2b8\uc5d0 \ubcf5\uc7a1\ud55c \uace0\uac1d \uad6c\uc870\ub97c \ud558\ub098 \uc774\uc0c1 \ud3ec\ud568\ud558\uc138\uc694. \uc5ec\ub7ec \uad00\ud560\uad8c\uc758 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4 \ub610\ub294 \uc5ec\ub7ec \uba85\uc758 \uc218\ud61c\uc790\uac00 \uc788\ub294 \uc2e0\ud0c1\uc740 \uc77c\ubc18\uc801\uc778 \ub370\ubaa8\uac00 \ud53c\ud558\ub294 \ud604\uc2e4\uc744 CRM\uc774 \uc5b4\ub5bb\uac8c \ucc98\ub9ac\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc904 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\ub150 \uc99d\uba85 \uc911\uc5d0 \ud3c9\uac00\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uacf5\uae09\uc5c5\uccb4 \uc9c0\uc6d0\ud300\uc758 \uc751\ub2f5 \uc2dc\uac04<\/li>\n\n\n\n<li>\uac1c\ubc1c\uc790\uc758 \uac1c\uc785\uc774 \ud544\uc694 \uc5c6\ub294 \uad6c\uc131 \uc720\uc5f0\uc131<\/li>\n\n\n\n<li>\ubb38\uc11c \ubc0f \uc0cc\ub4dc\ubc15\uc2a4 \ud658\uacbd \ud488\uc9c8\uc758 \uba85\ud655\uc131<\/li>\n\n\n\n<li>\uc6cc\ud06c\ud50c\ub85c \uc124\uacc4\ub97c \ud1b5\ud55c \uace0\uac1d \uc11c\ube44\uc2a4 \uac1c\uc120 \uae30\ub2a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\ub150 \uc99d\uba85 \ud6c4 \uc774\ud574\uad00\uacc4\uc790\ub294 \uc601\uc5c5 \ud504\ub808\uc820\ud14c\uc774\uc158\uc758 \uc778\uc0c1\uc5d0 \uc758\uc874\ud558\uc9c0 \ub9d0\uace0 \uc0ac\uc804\uc5d0 \uc815\uc758\ub41c \uae30\uc900\uc5d0 \ub530\ub77c \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc810\uc218\ub97c \ub9e4\uaca8\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc870\ud654\ub41c \uc811\uadfc \ubc29\uc2dd\uc740 \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4dc\ub294 \uc2e4\uc218\ub97c \ubc29\uc9c0\ud558\uace0 \ucd5c\uc885 \uc120\ud0dd\uc5d0 \ub300\ud55c \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-using-a-wealth-management-crm\">\uc790\uc0b0 \uad00\ub9ac CRM \uc0ac\uc6a9 \ubaa8\ubc94 \uc0ac\ub840<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac CRM\uc758 \uac00\uce58\ub97c \uc644\uc804\ud788 \uc2e4\ud604\ud558\ub824\uba74 \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc640 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uc758 \uace0\uc720\ud55c \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\ub294 \uc77c\ub828\uc758 \ubaa8\ubc94 \uc0ac\ub840\ub97c \ucc44\ud0dd\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab\uc9f8, \uc815\ud655\ud55c \ucd5c\uc2e0 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc720\uc9c0\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uace0\uac1d \ud504\ub85c\ud544, \uc7ac\ubb34 \uc815\ubcf4, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d\uc744 \uc815\uae30\uc801\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ud558\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ubaa8\ub4e0 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc5d0 \ub300\ud55c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc778\uc0ac\uc774\ud2b8\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c \ub0b4\uc5d0\uc11c \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub97c \ud65c\uc6a9\ud558\uba74 \uace0\uac1d \uc628\ubcf4\ub529, \uc815\uae30 \uac80\ud1a0, \uaddc\uc815 \uc900\uc218 \ud655\uc778\uacfc \uac19\uc740 \ud504\ub85c\uc138\uc2a4\ub97c \ud45c\uc900\ud654\ud558\uc5ec \uc218\ub3d9 \uc624\ub958\ub97c \uc904\uc774\uace0 \uadc0\uc911\ud55c \uc2dc\uac04\uc744 \uc808\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Seamless integration with other financial tools such as portfolio management software, financial planning tools, and reporting platforms enables a unified view of client information and streamlines business processes. Choosing a CRM solution that offers a user-friendly interface and scalability ensures that the system can grow alongside the firm and adapt to evolving needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud30c\uc774\ud504\ub77c\uc778 \uad00\ub9ac, \uace0\uae09 \ubd84\uc11d, \uc0ac\uc6a9\uc790 \uc9c0\uc815 \ubcf4\uace0 \ub3c4\uad6c\uc640 \uac19\uc740 \uae30\ub2a5\uc744 \ud65c\uc6a9\ud558\uc5ec \uc601\uc5c5 \uae30\ud68c\ub97c \ucd94\uc801\ud558\uace0 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \ubaa8\ub2c8\ud130\ub9c1\ud558\uba70 \ub370\uc774\ud130\uc5d0 \uae30\ubc18\ud55c \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0ac \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc0ac\uc804 \uc608\ubc29\uc801\uc778 \uace0\uac1d \uc11c\ube44\uc2a4\uc640 \uc7a5\uae30\uc801\uc778 \uad00\uacc4 \uad6c\ucd95\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uace0\uac1d \ub370\uc774\ud130\uc758 \ubcf4\uc548\uacfc \ubb34\uacb0\uc131\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \uac83\uc740 \ud0c0\ud611\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc740 \ub370\uc774\ud130 \ubcf4\ud638 \ubc0f \uaddc\uc81c \uc694\uac74\uc5d0 \ub300\ud55c \uc5c5\uacc4 \ud45c\uc900\uc744 \uc900\uc218\ud558\uc5ec \ubbfc\uac10\ud55c \uae08\uc735 \uc815\ubcf4\ub97c \ubcf4\ud638\ud558\uace0 \uace0\uac1d\uc758 \uc2e0\ub8b0\ub97c \uc720\uc9c0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ubaa8\ubc94 \uc0ac\ub840\ub97c \ub530\ub974\uba74 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 CRM \uc2dc\uc2a4\ud15c\uc758 \ud6a8\uacfc\ub97c \uadf9\ub300\ud654\ud558\uace0 \uc6b4\uc601\uc744 \uac04\uc18c\ud654\ud558\uba70 \uacbd\uc7c1\uc774 \uce58\uc5f4\ud55c \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uc5d0\uc11c \uc9c0\uc18d\uc801\uc73c\ub85c \uc131\uacf5\ud560 \uc218 \uc788\ub294 \uc785\uc9c0\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-fits-into-your-wealth-management-crm-comparison\">InvestGlass\uac00 \uc790\uc0b0 \uad00\ub9ac CRM \ube44\uad50\uc5d0 \uc801\ud569\ud55c \ubc29\ubc95<\/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 \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc800\ud76c\uc758 \ud3ec\uc9c0\uc154\ub2dd\uc5d0 \ub300\ud55c \ud22c\uba85\uc131\uc740 InvestGlass\uac00 \uadc0\uc0ac\uc758 \uc694\uad6c\uc5d0 \ubd80\ud569\ud558\ub294\uc9c0 \uc5ec\ubd80\uc5d0 \uad00\uacc4\uc5c6\uc774 \ub354 \ub098\uc740 \uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4\uace0 \ubbff\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d\uad00\uacc4\uad00\ub9ac \ub370\uc774\ud130 \uad00\ub9ac, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, AI \uc9c0\uc6d0, \uace0\uac1d \ud3ec\ud138\uc744 \ub2e8\uc77c \ud50c\ub7ab\ud3fc\uc5d0 \uacb0\ud569\ud569\ub2c8\ub2e4. \uc774 \ubaa8\ub4e0 \uac83\uc744 \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud558\uac70\ub098 \uc628\ud504\ub808\ubbf8\uc2a4\ub85c \ubc30\ud3ec\ud558\uc5ec \uace0\uac1d \uc815\ubcf4\ub97c \ucd5c\ub300\ud55c \uc81c\uc5b4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub85c\uc368 InvestGlass\ub294 Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ub2e4\uc774\ub098\ubbf9\uc2a4 365, HubSpot CRM, \uc6f0\uc2a4 \ub2e4\uc774\ub098\ubbf9\uc2a4, Zoho CRM\uacfc \uac19\uc740 \uae00\ub85c\ubc8c \uc5c5\uccb4\ub4e4\uc758 \ub300\uc548\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud588\uc2b5\ub2c8\ub2e4. \uacbd\uc81c\uc131, \uad11\ubc94\uc704\ud55c \ud0c0\uc0ac \ud1b5\ud569, \uc911\uc18c\uaddc\ubaa8 \uc7ac\ubb34 \uc790\ubb38 \ud300\uc5d0 \uc801\ud569\ud558\uc5ec \uace0\uac1d \uad00\uacc4 \ubc0f \uc6b4\uc601 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uad00\ub9ac\ub97c \uc704\ud55c \ube44\uc6a9 \ud6a8\uc728\uc801\uc774\uace0 \ub2e4\uc7ac\ub2e4\ub2a5\ud55c \uc194\ub8e8\uc158\uc73c\ub85c \uc8fc\ubaa9\ubc1b\uace0 \uc788\ub294 Zoho CRM\uc774 \ub300\ud45c\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uac00 \ud2b9\ud788 \uac15\ub825\ud55c \uc0ac\uc6a9 \uc0ac\ub840:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc0ac\uc6a9 \uc0ac\ub840<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uac00 \uc801\ud569\ud55c \uc774\uc720<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ub808\uc9c0\ub358\uc2dc\uac00 \ud544\uc694\ud55c \uc2a4\uc704\uc2a4 \ud504\ub77c\uc774\ube57 \ubc45\ud06c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc644\ubcbd\ud55c \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305, \uc740\ud589 \ub4f1\uae09 \ubcf4\uc548, FINMA\uc5d0 \ub9de\ucd98 \uc6cc\ud06c\ud50c\ub85c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubaa8\ub4e0 \uac83\uc744 \ud55c \ubc88\uc5d0 \ud574\uacb0\ud558\ub824\ub294 \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5ec\ub7ec \uacf5\uae09\uc5c5\uccb4\uc640 \uad00\uacc4\ub97c \ub9fa\uc9c0 \uc54a\ub294 CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uc628\ubcf4\ub529 \ubc0f \ud3ec\ud138<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud1b5\ud569 \uc628\ubcf4\ub529 \ubc0f \uc815\ucc45 \uad00\ub9ac\ub97c \uc6d0\ud558\ub294 \ubcf4\ud5d8\uc0ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uad6c\uc131 \uac00\ub2a5\ud55c \uc591\uc2dd, \ubb38\uc11c \uc6cc\ud06c\ud50c\ub85c \ubc0f \ubc30\ud3ec \uc9c0\uc6d0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad6d\uacbd \uac04 \uaddc\uc815 \uc900\uc218\uac00 \ud544\uc694\ud55c \uc790\ubb38 \ud68c\uc0ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub2e4\uc911 \uad00\ud560\uad8c KYC \ud15c\ud50c\ub9bf \ubc0f \uc801\ud569\uc131 \ud504\ub808\uc784\uc6cc\ud06c<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218\uac00 \ub9ce\uc740 \uc6cc\ud06c\ud50c\ub85c\uc640 \uad6d\uacbd\uc744 \ub118\ub294 \uace0\uac1d \uad00\ub9ac\uc5d0 \uc911\uc810\uc744 \ub454 \uac1c\ub150 \uc99d\uba85\uc744 \uc2e4\ud589\ud558\uae30 \uc704\ud574 InvestGlass\ub97c \ud6c4\ubcf4 \ubaa9\ub85d\uc5d0 \ud3ec\ud568\uc2dc\ucf1c \ubcf4\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4. \uad6c\uccb4\uc801\uc778 \uc0ac\uc6a9 \uc0ac\ub840\uc5d0 \ub300\ud574 \ub17c\uc758\ud558\ub824\uba74 \uc800\ud76c \ud300\uc5d0 \ubb38\uc758\ud558\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-roadmap-after-selecting-a-wealth-management-crm\">\uc790\uc0b0 \uad00\ub9ac CRM \uc120\ud0dd \ud6c4 \uad6c\ud604 \ub85c\ub4dc\ub9f5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc120\ud0dd\uc740 \uccab \ubc88\uc9f8 \ub2e8\uacc4\uc5d0 \ubd88\uacfc\ud569\ub2c8\ub2e4. \ucc98\uc74c 6\uac1c\uc6d4\uc5d0\uc11c 12\uac1c\uc6d4 \ub3d9\uc548\uc758 \uc2e4\ud589\uc744 \ud1b5\ud574 CRM\uc774 \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uace0\uac1d \uad00\uacc4 \uac15\ud654\uc5d0 \uac00\uce58\ub97c \uc81c\uacf5\ud558\ub294\uc9c0 \uc5ec\ubd80\uac00 \uacb0\uc815\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub192\uc740 \uc218\uc900\uc758 \uad6c\ud604 \ub85c\ub4dc\ub9f5:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ub2e8\uacc4<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud65c\ub3d9<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc77c\ubc18\uc801\uc778 \uae30\uac04<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uac80\uc0c9 \ubc0f \uad6c\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc694\uad6c \uc0ac\ud56d \uac80\uc99d, \uc6cc\ud06c\ud50c\ub85c \uc124\uacc4, \uc2dc\uc2a4\ud15c \uc124\uc815<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2~4\uc8fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uc815\ub9ac \ubc0f \ub9c8\uc774\uadf8\ub808\uc774\uc158<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub808\uac70\uc2dc \ub370\uc774\ud130 \uac80\ud1a0, \ud544\ub4dc \ub9e4\ud551, \uac00\uc838\uc624\uae30 \uc720\ud6a8\uc131 \uac80\uc0ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2~4\uc8fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud1b5\ud569 \ub864\uc544\uc6c3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>API \uc5f0\uacb0, \ud14c\uc2a4\ud2b8, \ub370\uc774\ud130 \ub3d9\uae30\ud654<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2~6\uc8fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud30c\uc77c\ub7ff \ubc30\ud3ec<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc81c\ud55c\ub41c \uc0ac\uc6a9\uc790 \uadf8\ub8f9, \ud53c\ub4dc\ubc31 \uc218\uc9d1 \ubc0f \uac1c\uc120<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2~4\uc8fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc804\uc0ac\uc801 \ubc30\ud3ec<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uad50\uc721, \ubc30\ud3ec, \ucc44\ud0dd \ubaa8\ub2c8\ud130\ub9c1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc9c4\ud589 \uc911<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\uc815\uc740 \ud68c\uc0ac\uc758 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c \ub2e4\ub985\ub2c8\ub2e4. \uc18c\uaddc\ubaa8 \uc790\ubb38 \ud68c\uc0ac\uc758 \uacbd\uc6b0 8~12\uc8fc \uc548\uc5d0 \uad6c\ud604\uc744 \uc644\ub8cc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5ec\ub7ec \uc608\uc57d \uc13c\ud130\uac00 \uc788\ub294 \ubcf5\uc7a1\ud55c \uc0ac\uc124 \uc740\ud589\uc758 \uacbd\uc6b0 \uc77c\ubc18\uc801\uc73c\ub85c 6~12\uac1c\uc6d4\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \uad6c\ud604 \ud300\uacfc \ud30c\ud2b8\ub108\ub294 \ud504\ub85c\uc138\uc2a4 \uc804\ubc18\uc5d0 \uac78\uccd0 \uad6c\uc131, \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c \uc124\uacc4 \ubc0f \uad50\uc721\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc81c\uacf5\ud558\uace0 \ub5a0\ub098\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ub0b4\ubd80 \ud300\uacfc \ud568\uaed8 \uc77c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc220\ub9cc\ud07c\uc774\ub098 \uc911\uc694\ud55c \uac83\uc774 \ubcc0\ud654 \uad00\ub9ac\uc785\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ucc44\ud0dd\uc744 \uc8fc\ub3c4\ud558\ub294 \ub0b4\ubd80 CRM \ucc54\ud53c\uc5b8\uc758 \uc774\ub984\uc744 \uc9c0\uc815\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc0ac\uc6a9 KPI\ub97c \uc815\uc758\ud558\uc5ec \uad00\uacc4 \uad00\ub9ac\uc790 \ucc38\uc5ec\ub97c \ucd94\uc801\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\ud68c\uc0ac\uac00 \ud559\uc2b5\ud568\uc5d0 \ub530\ub77c \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\uac00 \ubc1c\uc804\ud560 \uac83\uc774\ub77c\ub294 \uae30\ub300\uce58\ub97c \uc124\uc815\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc2e4\uc81c \uacbd\ud5d8\uc744 \ubc14\ud0d5\uc73c\ub85c \uc6cc\ud06c\ud50c\ub85c\ub97c \uac1c\uc120\ud558\uae30 \uc704\ud574 \uc815\uae30\uc801\uc778 \uac80\ud1a0 \uc77c\uc815\uc744 \uc7a1\uc73c\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-building-a-comparison-framework-that-will-still-work-in-2030\">\uacb0\ub860 \uacb0\ub860: 2030\ub144\uc5d0\ub3c4 \uc5ec\uc804\ud788 \uc720\ud6a8\ud55c \ube44\uad50 \ud504\ub808\uc784\uc6cc\ud06c \uad6c\ucd95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac CRM\uc744 \ube44\uad50\ud558\ub294 \uad6c\uc870\ud654\ub41c \uc811\uadfc \ubc29\uc2dd\uc740 \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4dc\ub294 \uc798\ubabb\ub41c \uc870\uc815\uacfc \ubc18\ubcf5\uc801\uc778 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc73c\ub85c\ubd80\ud130 \uae30\uc5c5\uc744 \ubcf4\ud638\ud569\ub2c8\ub2e4. \uc774 \ubb38\uc11c\uc5d0 \uc124\uba85\ub41c \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uae30\uc220\uacfc \uaddc\uc815\uc774 \ubc1c\uc804\ud568\uc5d0 \ub530\ub77c \uc801\uc751\ud560 \uc218 \uc788\ub294 \uae30\ubc18\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130 \uc8fc\uad8c, \uaddc\uc81c \uc6cc\ud06c\ud50c\ub85c\uc6b0, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud1b5\ud569, \uc5b4\ub4dc\ubc14\uc774\uc800 \uacbd\ud5d8\uc5d0 \uc9d1\uc911\ud558\ub294 \uac83\uc774 \ubaa8\ub4e0 \uc0c8\ub85c\uc6b4 \uae30\ub2a5 \ud2b8\ub80c\ub4dc\ub97c \ucad3\ub294 \uac83\ubcf4\ub2e4 \ubbf8\ub798\uc5d0 \ub300\ube44\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc704\ud55c \ucd5c\uace0\uc758 CRM\uc740 \ud604\uc7ac\uc758 \ud2b9\uc815 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ubbf8\ub798\uc758 \uc57c\ub9dd\uc5d0 \ub530\ub77c \ud655\uc7a5\ud560 \uc218 \uc788\ub294 \uc194\ub8e8\uc158\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uc18c\ubc84\ub9b0 \uc194\ub8e8\uc158\uc740 \uae30\uc5c5\uc774 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ub098 \ud1b5\uc81c\uad8c\uc744 \uce68\ud574\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \ucd5c\uc2e0 AI\ub85c \uac15\ud654\ub41c CRM \uae30\ub2a5\uc744 \ub3c4\uc785\ud560 \uc218 \uc788\ub294 \ubc29\ubc95\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uace0\uae09 \ubd84\uc11d, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, \ud1b5\ud569 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30\ub294 \ubaa8\ub450 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uac70\uc8fc\uc9c0\uc758 \uc81c\uc57d \uc870\uac74 \ub0b4\uc5d0\uc11c \uac00\ub2a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c \ub2e8\uacc4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>1\ub2e8\uacc4\uc758 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc694\uad6c \uc0ac\ud56d\uc744 \ubb38\uc11c\ud654\ud558\uc138\uc694.<\/li>\n\n\n\n<li>InvestGlass \ubc0f \uae30\ud0c0 \ud6c4\ubcf4\ub97c \ud3ec\ud568\ud55c \ucd5c\uc885 \ud6c4\ubcf4 \ubaa9\ub85d \ub9cc\ub4e4\uae30<\/li>\n\n\n\n<li>\ub2e4\uc74c \ubd84\uae30 \ub0b4\uc5d0 \uacf5\uae09\uc5c5\uccb4 \uc6cc\ud06c\uc0f5 \ub610\ub294 \ub370\ubaa8 \uc77c\uc815 \uc7a1\uae30<\/li>\n\n\n\n<li>\uc2e4\uc81c \ud074\ub77c\uc774\uc5b8\ud2b8 \uc2dc\ub098\ub9ac\uc624\ub85c \uad6c\uc870\ud654\ub41c \uac1c\ub150 \uc99d\uba85 \uacc4\ud68d \uc218\ub9bd<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08 \uc801\uc808\ud55c CRM \ube44\uad50\uc5d0 \uc2dc\uac04\uc744 \ud22c\uc790\ud558\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uace0\uac1d \uad00\uacc4\ub97c \uac1c\uc120\ud558\uace0 \uaddc\uc815 \uc900\uc218 \ub9c8\ucc30\uc744 \uc904\uc774\uba70 2030\ub144 \uc774\ud6c4\uc5d0\ub3c4 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc758 \ubc1c\ud310\uc744 \ub9c8\ub828\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-is-a-wealth-management-crm-different-from-a-generic-crm-used-in-other-industries\">\uc790\uc0b0 \uad00\ub9ac CRM\uc740 \ub2e4\ub978 \uc0b0\uc5c5\uc5d0\uc11c \uc0ac\uc6a9\ub418\ub294 \uc77c\ubc18 CRM\uacfc \uc5b4\ub5bb\uac8c \ub2e4\ub978\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac CRM\uc740 \uaddc\uc81c \ub300\uc0c1 \uace0\uac1d \ub370\uc774\ud130, \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, KYC \uc694\uac74 \ubc0f \uc801\ud569\uc131 \uae30\ub85d\uc744 \ucc98\ub9ac\ud558\ub3c4\ub85d \uad6c\ucd95\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc601\uc5c5 \ud30c\uc774\ud504\ub77c\uc778\uacfc \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\uc5d0 \uc8fc\ub85c \ucd08\uc810\uc744 \ub9de\ucd98 \uc77c\ubc18\uc801\uc778 \ub3c4\uad6c\uc640 \ub2ec\ub9ac \uc6f0\uc2a4\ud14c\ud06c\uc758 \uc0b0\uc5c5\ubcc4 \ub3c4\uad6c\ub294 \ubcf5\uc7a1\ud55c \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\uc640 \uae08\uc735 \ub370\uc774\ud130 \uc694\uad6c \uc0ac\ud56d\uc744 \ucc98\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uc804\ubb38 \ud50c\ub7ab\ud3fc\uc740 \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1, \uad6d\uacbd \uac04 \uaddc\uc815 \uc900\uc218 \uaddc\uce59, \uaddc\uc81c \uac10\uc0ac \ucd94\uc801, \ub2e4\uc911 \ubc95\uc778 \uad6c\uc870\uc640 \uac19\uc740 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\ub294\ub370, \uc774\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \ud45c\uc900 CRM\uc5d0\ub294 \uae30\ubcf8\uc801\uc73c\ub85c \uc81c\uacf5\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc77c\ubc18 CRM\uc740 \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc744 \ud1b5\ud574 \uc774\ub7ec\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub3c4\ub85d \ud655\uc7a5\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc77c\ubc18\uc801\uc73c\ub85c \ub354 \ub192\uc740 \ube44\uc6a9\uacfc \ub354 \uae34 \uad6c\ud604 \uc77c\uc815, \uc9c0\uc18d\uc801\uc778 \uc720\uc9c0 \uad00\ub9ac \uc624\ubc84\ud5e4\ub4dc\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-smaller-independent-wealth-managers-afford-a-specialised-crm-platform\">\uc18c\uaddc\ubaa8 \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc0ac\uac00 \uc804\ubb38\ud654\ub41c CRM \ud50c\ub7ab\ud3fc\uc744 \ub3c4\uc785\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">5~50\uba85\uc73c\ub85c \uad6c\uc131\ub41c \ub9ce\uc740 \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc0ac\uc640 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uac00 \uc804\ubb38\ud654\ub41c CRM, \ud2b9\ud788 \ubaa8\ub4c8\uc2dd SaaS \uac00\uaca9 \ubaa8\ub378\ub85c \uc81c\uacf5\ub418\ub294 CRM\uc744 \uc131\uacf5\uc801\uc73c\ub85c \uc0ac\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac \uc804\uc6a9 \ud50c\ub7ab\ud3fc\uc774 \ub300\ud615 \uc740\ud589\ub9cc\uc744 \uc704\ud55c \uac83\uc774\ub77c\ub294 \uac00\uc815\uc740 \uc2dc\ub300\uc5d0 \ub4a4\ub5a8\uc5b4\uc9c4 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc740 \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30, \uadf8\ub9ac\uace0 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\"  rel=\"noopener\" title=\"\uc774\uba54\uc77c \ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5912\">\uc774\uba54\uc77c \ub9c8\ucf00\ud305<\/a>. \uc18c\uaddc\ubaa8 \uae30\uc5c5\uc740 \ud544\uc218 \ubaa8\ub4c8\ub85c \uc2dc\uc791\ud558\uc5ec \uc0c1\ub2f4\uc0ac\uc640 \uc5b4\uc2dc\uc2a4\ud134\ud2b8\uac00 \ud575\uc2ec CRM\uc744 \uc644\uc804\ud788 \ucc44\ud0dd\ud55c \ud6c4\uc5d0 AI \uc9c0\uc6d0 \ub610\ub294 \uace0\uae09 \ubd84\uc11d\uacfc \uac19\uc740 \uace0\uae09 \uae30\ub2a5\uc744 \ucd94\uac00\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-should-a-bank-or-wealth-firm-ask-about-data-residency-during-vendor-selection\">\uc740\ud589\uc774\ub098 \uc790\uc0b0 \ud68c\uc0ac\uac00 \uacf5\uae09\uc5c5\uccb4\ub97c \uc120\uc815\ud560 \ub54c \ub370\uc774\ud130 \ubcf4\uc874\uc5d0 \ub300\ud574 \ubb38\uc758\ud574\uc57c \ud560 \uc0ac\ud56d\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\uc5c5\uccb4\uc5d0 \uc2dd\ubcc4 \uac00\ub2a5\ud55c \uace0\uac1d \ub370\uc774\ud130\uc640 \ubc31\uc5c5\uc744 \uc800\uc7a5\ud560 \uad6d\uac00\uc640 \ub370\uc774\ud130 \uc13c\ud130\ub97c \uc815\ud655\ud788 \ubb38\uc758\ud558\uc138\uc694. \ucc98\ub9ac \ub610\ub294 \ubd84\uc11d\uc5d0 \ub300\ud55c \uc608\uc678 \uc5c6\uc774 \ub370\uc774\ud130\ub97c \uc2a4\uc704\uc2a4 \ub610\ub294 EU\uc640 \uac19\uc740 \uad00\ud560\uad8c\uc5d0\ub9cc \ubcf4\uad00\ud560 \uc218 \uc788\ub294\uc9c0 \uba85\ud655\ud788 \ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\uc5c5\uccb4\uac00 \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \uace0\uac1d\uc744 \uc704\ud574 \uc81c\uacf5\ud558\ub294 \uac83\ucc98\ub7fc \ub9e4\uc6b0 \ubbfc\uac10\ud55c \ud658\uacbd\uc744 \uc704\ud574 \uc628\ud504\ub808\ubbf8\uc2a4 \ub610\ub294 \ud504\ub77c\uc774\ube57 \ud074\ub77c\uc6b0\ub4dc \uc635\uc158\uc744 \uc81c\uacf5\ud558\ub294\uc9c0 \ud655\uc778\ud558\uc138\uc694. \ubc95\ubb34 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc744 \uc870\uae30\uc5d0 \ucc38\uc5ec\uc2dc\ucf1c \uc81c\uc548\ub41c \ud638\uc2a4\ud305 \ubaa8\ub378\uc774 \uace0\uac1d \uae30\ubc18\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ud604\uc9c0 \uc740\ud589 \uae30\ubc00\ubc95 \ubc0f \uad6d\uac00 \uac04 \ub370\uc774\ud130 \uc804\uc1a1 \uaddc\uc815\uc5d0 \ubd80\ud569\ud558\ub294\uc9c0 \ud655\uc778\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-typically-take-to-see-value-from-a-new-crm-in-a-wealth-management-context\">\uc790\uc0b0 \uad00\ub9ac \ub9e5\ub77d\uc5d0\uc11c \uc0c8\ub85c\uc6b4 CRM\uc758 \uac00\uce58\ub97c \ud655\uc778\ud558\ub294 \ub370 \uc77c\ubc18\uc801\uc73c\ub85c \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\uaddc\ubaa8 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uacbd\uc6b0 \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uacfc \uad50\uc721\uc774 \uc798 \uc218\ud589\ub418\uba74 \ubcf4\ud1b5 2~3\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \ub69c\ub837\ud55c \uc0dd\uc0b0\uc131 \ud5a5\uc0c1\uc744 \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ucd08\uae30 \ubc30\ud3ec \uacfc\uc815\uc5d0\uc11c \ud504\ub85c\uc138\uc2a4\uac00 \uacfc\ub3c4\ud558\uac8c \uc124\uacc4\ub418\uc9c0 \uc54a\uc558\ub2e4\ub294 \uac00\uc815 \ud558\uc5d0 \uc774\ub8e8\uc5b4\uc9c4 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ud615 \uc740\ud589\uacfc \ubcf4\ud5d8\uc0ac\uc758 \uacbd\uc6b0 \uc5ec\ub7ec \uc608\uc57d \uc13c\ud130\uc5d0\uc11c \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0 \ubc0f \uaddc\uc815 \uc900\uc218 \ub8e8\ud2f4\uc5d0 CRM\uc744 \uc644\uc804\ud788 \ud1b5\ud569\ud558\ub294 \ub370 6~12\uac1c\uc6d4\uc774 \uc18c\uc694\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd9c\uc2dc \ud6c4 1\ubd84\uae30 \ub0b4\uc5d0 \uace0\uac1d \uc628\ubcf4\ub529 \uc2dc\uac04 \ub2e8\ucd95, KYC \uc608\uc678 \uac10\uc18c, \uc5b4\ub4dc\ubc14\uc774\uc800 \uc0ac\uc6a9\ub960 \uc99d\uac00\uc640 \uac19\uc740 \ucd08\uae30 \uc9c0\ud45c\ub97c \ucd94\uc801\ud558\uc138\uc694.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-realistic-to-migrate-off-a-legacy-crm-or-spreadsheet-based-setup-without-major-disruption\">\ub808\uac70\uc2dc CRM \ub610\ub294 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \uae30\ubc18 \uc124\uc815\uc5d0\uc11c \ud070 \uc911\ub2e8 \uc5c6\uc774 \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud558\ub294 \uac83\uc774 \ud604\uc2e4\uc801\uc77c\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2022\ub144\uc5d0\uc11c 2025\ub144 \uc0ac\uc774\uc5d0 \ub9ce\uc740 \uc790\uc0b0 \uad00\ub9ac\uc790\ub4e4\uc774 \ub370\uc774\ud130 \uc815\ub9ac\ub97c \uc2e0\uc911\ud558\uac8c \uacc4\ud68d\ud558\uace0 \uc9e7\uc740 \uc804\ud658 \uae30\uac04 \ub3d9\uc548 \uc2dc\uc2a4\ud15c\uc744 \ubcd1\ud589\ud558\uc5ec \ub808\uac70\uc2dc \ub3c4\uad6c\uc640 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc5d0\uc11c \uc131\uacf5\uc801\uc73c\ub85c \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud588\uc2b5\ub2c8\ub2e4. \uc801\uc808\ud55c \uacc4\ud68d\uc744 \uc138\uc6b0\uba74 \uc911\ub2e8\uc740 \uad00\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uacf5\uae09\uc5c5\uccb4\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uac10\uc0ac \uac00\ub2a5\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c \ub808\uac70\uc2dc \ud544\ub4dc\ub97c \uad6c\uc870\ud654\ub41c CRM \uac1c\uccb4\uc5d0 \ub9e4\ud551\ud558\uae30 \uc704\ud55c \ub9c8\uc774\uadf8\ub808\uc774\uc158 \ub3c4\uad6c, \ud15c\ud50c\ub9bf \ubc0f \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uae30\uc5c5\uc740 \ud30c\uc77c\ub7ff \uadf8\ub8f9\uc73c\ub85c \uc2dc\uc791\ud558\uc5ec \ub370\uc774\ud130 \ud488\uc9c8\uacfc \uc6cc\ud06c\ud50c\ub85c\ub97c \uac80\uc99d\ud55c \ub2e4\uc74c, \ud30c\uc77c\ub7ff \ub2e8\uacc4\uc5d0\uc11c \ubb38\uc81c\uac00 \ud574\uacb0\ub418\uba74 \uc804\uccb4 \uc870\uc9c1\uc5d0 \ubc30\ud3ec\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \uc704\ud5d8\uc744 \ucd5c\uc18c\ud654\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uce58 \ucc3d\ucd9c \uc2dc\uac04\uc744 \ub2e8\ucd95\ud569\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Wealth management CRM selection in 2026 is shaped by regulation, AI capabilities, and data privacy demands. The decision you make today will affect your firm\u2019s compliance posture, advisor productivity, and client experience for years to come. Here are the core dimensions firms must assess: Introduction: Why CRM Comparison Matters for Wealth Managers in 2026 Fee [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49033,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[55,916,35,45],"class_list":["post-49026","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-artificial-intelligence","tag-banking-automation","tag-crm-for-banking","tag-digital-onboarding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Compare Wealth Management CRM Platforms | InvestGlass<\/title>\n<meta name=\"description\" content=\"Wealth management CRM selection in 2026 is shaped by regulation, AI capabilities, and data privacy demands. The decision you make today will affect your\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ko\/\uc790\uc0b0-\uad00\ub9ac-crm-\ud50c\ub7ab\ud3fc\uc744-\ube44\uad50\ud558\ub294-\ubc29\ubc95\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Compare Wealth Management CRM Platforms\" \/>\n<meta property=\"og:description\" content=\"Wealth management CRM selection in 2026 is shaped by regulation, AI capabilities, and data privacy demands. 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