{"id":49038,"date":"2026-02-08T09:00:00","date_gmt":"2026-02-08T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49038"},"modified":"2026-02-07T15:45:56","modified_gmt":"2026-02-07T14:45:56","slug":"%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac%ec%97%90%ec%84%9c-%ea%b3%a0%ea%b0%9d-%ec%9c%a0%ec%a7%80%ec%9c%a8%ec%9d%84-%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-improve-client-retention-in-wealth-management\/","title":{"rendered":"\uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uace0\uac1d \uc720\uc9c0\uc728\uc744 \ub192\uc774\ub294 \ubc29\ubc95"},"content":{"rendered":"

\uae30\uc874 \uc790\uc0b0 \uad00\ub9ac \uace0\uac1d\uc744 \uc720\uc9c0\ud558\ub294 \uac83\uc774 \uc2e0\uaddc \uace0\uac1d\uc744 \ud655\ubcf4\ud558\ub294 \uac83\ubcf4\ub2e4 \ud6e8\uc52c \ub354 \uc218\uc775\uc131\uc774 \ub192\uc73c\uba70, \uace0\uac1d \uc720\uc9c0\uc728\uc774 51% \uc99d\uac00\ud558\uba74 \uc218\uc775\uc774 251%\uc5d0\uc11c 951%\uae4c\uc9c0 \uc99d\uac00\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \uace0\uac1d \ucda9\uc131\ub3c4\uac00 \uc218\uc775\uc131\uc758 \ud575\uc2ec \ub3d9\uc778\uc778 \uad11\ubc94\uc704\ud55c \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uc5d0\uc11c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud604\ub300\uc758 \uace0\uac1d \uc720\uc9c0\ub294 \uc2e0\ub8b0, \ub514\uc9c0\ud138 \ud3b8\uc758\uc131, \uac1c\uc778\ud654, \uc120\uc81c\uc801 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \ub2ec\ub824 \uc788\uc73c\uba70, \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc\ubfd0 \uc544\ub2c8\ub77c \uc774\ub7ec\ud55c \uc694\uc18c\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc628\ubcf4\ub529\ubd80\ud130 \uc815\uae30\uc801\uc778 \uac80\ud1a0\uae4c\uc9c0 \uad6c\uc870\ud654\ub41c \ud504\ub85c\uc138\uc2a4\ub294 \uc77c\uad00\ub41c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uace0 \uc2dc\uc7a5 \uc2a4\ud2b8\ub808\uc2a4\ub098 \uc778\uc0dd\uc758 \uc804\ud658\uae30\uc5d0 \uace0\uac1d \uc774\ud0c8\uc744 \uc904\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

InvestGlass CRM, \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138, \ubcf4\uc548 \uba54\uc2dc\uc9d5, \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc640 \uac19\uc740 \uae30\uc220\uc744 \ud1b5\ud574 \ud655\uc7a5\ub41c \uac1c\uc778\ud654 \ubc0f \uaddc\uc815 \uc900\uc218\ub97c \uc2e4\ud604\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uace0\uac1d \uc720\uc9c0\ub294 \uad11\ubc94\uc704\ud55c \uae08\uc735 \uc11c\ube44\uc2a4 \ub9e5\ub77d\uc5d0\uc11c \ud589\ub3d9\uc5d0 \ub300\ud55c \uc778\uc0ac\uc774\ud2b8, \uaddc\uc815\uc758 \uacac\uace0\uc131, \ub370\uc774\ud130 \uae30\ubc18 \uc11c\ube44\uc2a4 \uc124\uacc4\ub97c \uacb0\ud569\ud558\ub294 \uc804\ub7b5\uc801 \ubd84\uc57c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \uace0\uac1d \uc720\uc9c0\uac00 \ubbf8\uc158 \ud06c\ub9ac\ud2f0\uceec\ud55c \uc774\uc720<\/h2>\n\n\n\n

2024\ub144\uacfc 2025\ub144 \uc790\uc0b0 \uad00\ub9ac\uc790\uc758 \ud658\uacbd\uc740 \uc810\uc810 \ub354 \uae4c\ub2e4\ub85c\uc6cc\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc740 \uace0\uac1d\uc758 \uc778\ub0b4\uc2ec\uc744 \uacc4\uc18d \uc2dc\ud5d8\ud558\uace0, \uc218\uc218\ub8cc \uc555\ubc15\uc740 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\uba70, 2060\ub144\uae4c\uc9c0 \uc218\uc2ed \ub144 \ub3d9\uc548 \uc218\uc870 \ub2ec\ub7ec\uc758 \uc790\uc0b0\uc774 \uc80a\uc740 \uc138\ub300\ub85c \uc774\ub3d9\ud558\uae30 \uc2dc\uc791\ud558\uba74\uc11c \uc774\ubbf8 \uc5c4\uccad\ub09c \ubd80\uc758 \uc774\uc804\uc774 \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud658\uacbd\uc5d0\uc11c \uae30\uc874 \uace0\uac1d\uc744 \uc720\uc9c0\ud558\ub294 \ub2a5\ub825\uc740 \uc9c0\uc18d \uac00\ub2a5\ud55c \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \uc704\ud55c \uac00\uc7a5 \uc911\uc694\ud55c \uc218\ub2e8\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc2dc\uac04\uc744 \uace0\ub824\ud558\uba74 \uac1c\uc778 \uc790\uc0b0\uc758 \uc2e0\uaddc \uace0\uac1d\ub2f9 \ud655\ubcf4 \ube44\uc6a9\uc740 \uc885\uc885 \uc218\ucc9c \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud569\ub2c8\ub2e4, \ub9c8\ucf00\ud305<\/a> \uc9c0\ucd9c, \uaddc\uc815 \uc900\uc218 \ud655\uc778, \uc628\ubcf4\ub529 \ub178\ub825\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \ub9ac\ud150\uc158\uc774 51% \uc99d\uac00\ud558\uba74 \uc218\uc775\uc774 251%\uc5d0\uc11c 951%\uae4c\uc9c0 \uc99d\uac00\ud560 \uc218 \uc788\ub2e4\uace0 \ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ub9ce\uc740 \uae30\uc5c5\uc774 \uace0\uac1d \uac10\uc18c\uc758 \uc815\ub3c4\ub098 \uc218\uc775\uc131\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc744 \uc81c\ub300\ub85c \uc778\uc2dd\ud558\uc9c0 \ubabb\ud55c \ucc44 5\ub144 \ub3d9\uc548 151\uc870\uc5d0\uc11c 251\uc870\uae4c\uc9c0 \uc870\uc6a9\ud788 \uace0\uac1d\uc744 \uc783\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uace0\uc561 \uc790\uc0b0\uac00 \ubc0f \ucd08\uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc740 \uc774\uc81c \ubaa8\ubc14\uc77c\uacfc \uc6f9 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uac1c\uc778\uc801\uc778 \uc870\uc5b8\uacfc \ub514\uc9c0\ud138 \uc140\ud504 \uc11c\ube44\uc2a4\ub97c \uacb0\ud569\ud55c \ud558\uc774\ube0c\ub9ac\ub4dc \uc11c\ube44\uc2a4 \ubaa8\ub378\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ud6cc\ub96d\ud55c \uae08\uc735 \uc790\ubb38\uc744 \uc815\uc758\ud558\ub294 \uc778\uac04\uc801 \uad00\uacc4\ub97c \ud76c\uc0dd\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \ud3b8\ub9ac\ud568\uc744 \uc6d0\ud569\ub2c8\ub2e4. \ub2e8\uc21c\ud788 \uac15\ub825\ud55c \ud22c\uc790 \uc131\uacfc\ub97c \uc81c\uacf5\ud558\ub294 \uac83\ub9cc\uc73c\ub85c\ub294 \ub354 \uc774\uc0c1 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc801\uadf9\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4, \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc790\uc2e0\uc758 \uc7ac\uc815\uacfc \uc0b6\uc744 \uc9c4\uc815\uc73c\ub85c \uc774\ud574\ud558\uace0 \uc788\ub2e4\ub294 \ud655\uc2e0\uc744 \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc2e0\uc911\ud55c \uace0\uac1d \uc720\uc9c0 \uc804\ub7b5\uc5d0\ub294 \uace0\uac1d \uacbd\ud5d8 \ub514\uc790\uc778, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc8fc\uae30, \ub300\uaddc\ubaa8 \uac1c\uc778\ud654, \uc548\uc804\ud55c \uae30\uc220 \uc778\ud504\ub77c\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc18c\ub97c \ub9c8\uc2a4\ud130\ud558\ub294 \uae30\uc5c5\uc740 \uace0\uac1d \uc774\ud0c8\uc744 \uc904\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c \ucd94\ucc9c\uc744 \ud65c\uc131\ud654\ud558\uace0 \uc9c0\uac11 \uc810\uc720\uc728\uc744 \ub192\uc774\uba70 \uc5ec\ub7ec \uc138\ub300\uc5d0 \uac78\uccd0 \uc9c0\uc18d\ub418\ub294 \uc9c0\uc18d\uc801\uc778 \uad00\uacc4\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac10\uc0ac\ub97c \ud45c\ud558\uace0 \uace0\uac1d\uc758 \uc774\uc815\ud45c\ub97c \ucd95\ud558\ud558\uba74 \uace0\uac1d\uc758 \uc2e0\ub8b0\uc640 \ucda9\uc131\ub3c4\ub97c \ub354\uc6b1 \uac15\ud654\ud558\uc5ec \uc7a5\uae30\uc801\uc778 \uc131\uacf5\uc758 \uae30\ubc18\uc744 \ub2e4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc77c\uad00\ub41c \uace0\ud488\uc9c8\uc758 \uace0\uac1d \uacbd\ud5d8 \uc124\uacc4<\/h2>\n\n\n\n

\uace0\uac1d\uc774 \ud68c\uc0ac \uc804\uccb4\uac00 \uc544\ub2cc \ud55c \uba85\uc758 \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c\ub9cc \uc758\uc874\ud558\uac70\ub098, \ubb34\uc791\uc704\uc801\uc774\uac70\ub098, \ubc18\uc751\uc801\uc774\ub77c\uace0 \ub290\ub07c\uba74 \uace0\uac1d\uc740 \ub5a0\ub0a9\ub2c8\ub2e4. \uc5b4\ub5a4 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc804\ud654\ub97c \ubc1b\uc558\ub294\uc9c0, \uc5f0\ub840 \uac80\ud1a0 \uc77c\uc815\uc744 \uae30\uc5b5\ud588\ub294\uc9c0\uc5d0 \ub530\ub77c \uc11c\ube44\uc2a4 \ud488\uc9c8\uc774 \ub2ec\ub77c\uc9c0\uba74 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc2e0\ub8b0\uac00 \uc11c\uc11c\ud788 \uc57d\ud654\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n

\uac15\ub825\ud55c \uace0\uac1d \uacbd\ud5d8\uc758 \ud1a0\ub300\ub294 \uccab \uc811\ucd09\ubd80\ud130 \uc628\ubcf4\ub529, KYC \uac80\ud1a0, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0, \uc0dd\uc560 \uc774\ubca4\ud2b8, \uad81\uadf9\uc801\uc73c\ub85c \uc2b9\uacc4 \uacc4\ud68d\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc804\uccb4 \uace0\uac1d \uc5ec\uc815\uc744 \ub9e4\ud551\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uac01 \uc811\uc810\uc740 \uac00\uce58\ub97c \uac15\ud654\ud560 \uc218 \uc788\ub294 \uae30\ud68c\uac00 \ub418\uae30\ub3c4 \ud558\uace0, \uc798\ubabb \ucc98\ub9ac\ud560 \uacbd\uc6b0 \uace0\uac1d\uc744 \uc774\ud0c8\ub85c \ub0b4\ubab0 \uc218 \uc788\ub294 \uae30\ud68c\uac00 \ub418\uae30\ub3c4 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uac01 \uace0\uac1d \ub4f1\uae09\ubcc4\ub85c \uc791\uc131\ub41c \uc11c\ube44\uc2a4 \ud45c\uc900\uc740 \uc77c\uad00\uc131\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \ucd5c\uc0c1\uc704 \ub4f1\uae09 \uace0\uac1d\uc5d0\uac8c\ub294 4\uc2dc\uac04, \ub2e4\ub978 \uace0\uac1d\uc5d0\uac8c\ub294 24\uc2dc\uac04\uc758 \uc751\ub2f5 \uc2dc\uac04\uc744 \uc815\uc758\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac80\ud1a0 \ube48\ub3c4\ub294 \uc7ac\ub7c9\uc801 \uc704\uc784 \uac74\uc758 \uacbd\uc6b0 \ubd84\uae30\ubcc4, \uc790\ubb38 \uad00\uacc4\uc758 \uacbd\uc6b0 \ubc18\uae30\ubcc4\ub85c \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uace0 \uc2a4\ud0c0\uc77c\uc740 \uace0\uac1d\uc774 \uc0c1\uc138 \ubd84\uc11d\uc744 \uc6d0\ud558\ub294\uc9c0, \uac04\ub2e8\ud55c \uc694\uc57d\uc744 \uc6d0\ud558\ub294\uc9c0\uc5d0 \ub530\ub77c \uace0\uac1d\uc758 \uc120\ud638\ub3c4\uc5d0 \ub9de\ucdb0\uc57c \ud569\ub2c8\ub2e4. \uac1c\uc778\ud654\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \uc11c\ube44\uc2a4 \uc81c\uacf5 \ubc29\uc2dd\uc740 \ub2e4\uc591\ud55c \uace0\uac1d\uc758 \uc694\uad6c\ub97c \ucda9\uc871\uc2dc\ud0a4\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \ud45c\uc900 \uc6b4\uc601 \uc808\ucc28\ub97c \uc0ac\uc6a9\ud558\uba74 \uc628\ubcf4\ub529, \uc801\ud569\uc131 \ud655\uc778, \uc8fc\uae30\uc801 \uac80\ud1a0, \ub9ac\ubc38\ub7f0\uc2f1\uc744 \uad6c\uc131\ud558\uc5ec \ubaa8\ub4e0 \uace0\uac1d\uc774 \uc608\uce21 \uac00\ub2a5\ud55c \ud488\uc9c8 \uae30\uc900\uc744 \uc81c\uacf5\ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ud1f4\uc0ac\ud558\uac70\ub098 \ud734\uac00\ub97c \uac00\ub354\ub77c\ub3c4 \ud504\ub85c\uc138\uc2a4\ub294 \uc911\ub2e8 \uc5c6\uc774 \uacc4\uc18d \uc9c4\ud589\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc77c\uad00\uc131\uc740 \uace0\uac1d\uc774 \uac1c\uc778\uc774 \uc544\ub2cc \ud68c\uc0ac\ub85c\ubd80\ud130 \uac00\uce58\ub97c \uc778\uc815\ubc1b\ub294\ub2e4\uace0 \ub290\ub07c\uac8c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

1\ub144 \uc11c\ube44\uc2a4 \uce98\ub9b0\ub354\ub97c \uad6c\ucd95\ud558\ub294 \uac83\uc740 \ub610 \ub2e4\ub978 \uc2e4\uc9c8\uc801\uc778 \ub2e8\uacc4\uc785\ub2c8\ub2e4. \ubd84\uae30\ubcc4 \uc131\uacfc \uc5c5\ub370\uc774\ud2b8, \uc5f0\uac04 \uc804\ub7b5 \ud68c\uc758, 3\uc6d4 \ub610\ub294 4\uc6d4\uc758 \uc138\uae08 \uc2dc\uc98c \uc548\ub0b4\uc640 \uac19\uc740 \uc811\uc810\ub4e4\uc744 \uba85\ud655\ud788 \ud558\uc2ed\uc2dc\uc624. \uc815\uae30\uc801\uc778 \ud68c\uc758\ub294 \ubd84\uae30\ubcc4, \ubc18\uae30\ubcc4 \ub610\ub294 \uc5f0\ub840 \ud68c\uc758 \ub4f1 \uc9c0\uc18d\uc801\uc778 \uad00\uacc4\ub97c \ub9fa\ub294 \uae30\ubc18\uc744 \ud615\uc131\ud558\uace0 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uaca0\ub2e4\ub294 \uc758\uc9c0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774 \uce98\ub9b0\ub354\ub294 \uad00\uacc4 \uad00\ub9ac\uc758 \uc911\ucd94\uac00 \ub418\uba70 \uc911\uc694\ud55c \uc774\uc815\ud45c\uac00 \ub204\ub77d\ub418\uc9c0 \uc54a\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

CRM \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c \ub0b4\uc758 \ubd84\uc11d\uc740 \uc11c\ube44\uc2a4 \ud328\ud134\uc758 \uaca9\ucc28\ub97c \ud45c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 2023\ub144 3\ubd84\uae30 \uc774\ud6c4 \uace0\uac00\uce58 \uace0\uac1d\uc774 \ubbf8\ud305\uc744 \ud558\uc9c0 \uc54a\uc558\ub2e4\uba74 \uc54c\ub9bc\uc744 \ud2b8\ub9ac\uac70\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uaca9\ucc28\uc5d0 \ub300\ud55c \uc120\uc81c\uc801\uc778 \uad00\uc2ec\uc740 \uace0\uac1d\uc744 \uc720\uc9c0\ud558\ub294 \ud68c\uc0ac\uc640 \uace0\uac1d\uc774 \uc870\uc6a9\ud788 \ub5a0\ub098\ub294 \uac83\uc744 \uc9c0\ucf1c\ubcf4\ub294 \ud68c\uc0ac\ub97c \uad6c\ubd84\ud558\ub294 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc5ec\ub7ec \ucc44\ub110\uc5d0\uc11c \ub2a5\ub3d9\uc801\uc774\uace0 \uac1c\uc778\uc801\uc73c\ub85c \uc18c\ud1b5\ud558\uae30<\/h2>\n\n\n\n

\uace0\uac1d\uc740 \ud55c \ubc88\uc758 \ub098\uc05c \ubd84\uae30 \ud6c4\uc5d0 \ub5a0\ub098\ub294 \uacbd\uc6b0\ub294 \uac70\uc758 \uc5c6\uc2b5\ub2c8\ub2e4. \uace0\uac1d\ub4e4\uc740 \uc218\uac1c\uc6d4 \ub3d9\uc548 \uce68\ubb35\uc744 \uc9c0\ud0a4\uac70\ub098 \uc77c\ubc18\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud1b5\ud574 \uadf8\uc800 \ub610 \ud558\ub098\uc758 \uacc4\uc88c \ubc88\ud638\ucc98\ub7fc \ub290\uaef4\uc9c4 \ud6c4\uc5d0 \ub5a0\ub0a9\ub2c8\ub2e4. \uc758\ubbf8 \uc788\ub294 \uc5f0\ub77d\uc774 \uc5c6\uc73c\uba74 \uacbd\uc7c1\uc5c5\uccb4\uac00 \ub354 \uc138\uc2ec\ud55c \uc11c\ube44\uc2a4\ub85c \uac1c\uc785\ud560 \uc218 \uc788\ub294 \uc5ec\uc9c0\uac00 \uc0dd\uae41\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc815\ucc45\uc744 \uc218\ub9bd\ud558\ub294 \uac83\uc740 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ub274\uc2a4\ub808\ud130\ub098 \ud3ec\ud138 \uc5c5\ub370\uc774\ud2b8\ub97c \ud1b5\ud55c \uc6d4 1\ud68c \uc774\uc0c1\uc758 \ub514\uc9c0\ud138 \uc811\uc810, \uad00\uacc4\uc758 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c \uc5f0\uac04 1~3\ud68c\uc758 \uc2ec\uce35 \ubbf8\ud305 \ub4f1 \ucd5c\uc18c\ud55c\uc758 \uc5f0\ub77d \uae30\uc900\uc744 \uc815\uc758\ud558\uc138\uc694. \uc7ac\uc815\uc801 \uacb0\uc815\uc744 \uc790\uc8fc \ub0b4\ub9ac\ub294 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc5d0\uac8c\ub294 \ub354 \ub9ce\uc740 \uc811\uc810\uc774 \ud544\uc694\ud560 \uc218 \uc788\uace0, \uad00\uacc4\uac00 \ub2e8\uc21c\ud55c \uace0\uac1d\uc5d0\uac8c\ub294 \ub354 \uc801\uc740 \uc218\uc758 \uc9d1\uc911\uc801\uc778 \uc0c1\ud638 \uc791\uc6a9\uc73c\ub85c \uc131\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uace0\uac1d \ud504\ub85c\ud544\uc5d0 \ub530\ub77c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ube48\ub3c4\uc640 \ucf58\ud150\uce20\ub97c \uc138\ubd84\ud654\ud558\uba74 \uac1c\uc778\ud654\ub97c \ud655\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc740\ud1f4\uc790\ub294 \uc18c\ub4dd \uc804\ub7b5\uacfc \uc7a5\uae30 \uc694\uc591 \uacc4\ud68d\uc5d0 \ub300\ud55c \uc5c5\ub370\uc774\ud2b8\uac00 \uc720\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\uac00\ub294 \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8\uc640 \uc0ac\uc5c5 \uc2b9\uacc4\uc5d0 \ub300\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucc28\uc138\ub300 \uc0c1\uc18d\uc778\uc740 \uc11c\ub85c \ub2e4\ub978 \ud615\uc2dd\uacfc \ucc44\ub110\uc744 \uc120\ud638\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. InvestGlass CRM \ud544\ub4dc\uc640 \ud0dc\uadf8\ub97c \uc0ac\uc6a9\ud558\uba74 \uc774\ub7ec\ud55c \uc138\ubd84\ud654\ub97c \uac04\ub2e8\ud558\uac8c \uad6c\ud604\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\uba54\uc77c \ucea0\ud398\uc778\uacfc \ub274\uc2a4\ub808\ud130\ub294 \uc2dc\uc7a5 \ub17c\ud3c9\uc744 \uacf5\uc720\ud558\uace0, \uc911\uc559\uc740\ud589\uc758 \uacb0\uc815\uc744 \uc124\uba85\ud558\uba70, \ubcc0\ub3d9\uc131\uc744 \ub9e5\ub77d\uc5d0 \ub9de\uac8c \uc124\uba85\ud560 \uc218 \uc788\ub294 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. 2024\ub144 \ucd08 \uc2dc\uc7a5\uc774 \uae09\ub77d\ud588\uc744 \ub54c, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud15c\ud50c\ub9bf\uc744 \uc900\ube44\ud55c \uae30\uc5c5\uc740 \uc2e0\uc18d\ud558\uac8c \ub300\uc751\ud558\uc5ec \ubd88\uc548\ud574\ud558\uc9c0 \uc54a\uace0 \uace0\uac1d\uc758 \ucc38\uc5ec\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ubbfc\uac10\ud55c \uc815\ubcf4\ub97c \uad50\ud658\ud558\uace0 \ubb38\uc11c\ub97c \uacf5\uc720\ud560 \ub54c\ub294 \ud45c\uc900 \uc774\uba54\uc77c\ubcf4\ub2e4 \ubcf4\uc548 \uba54\uc2dc\uc9d5\uc744 \uc0ac\uc6a9\ud558\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uaddc\uc81c \uc694\uac74\uacfc \uace0\uac1d\uc774 \ud68c\uc0ac\uc5d0 \ub300\ud574 \uac16\ub294 \uc2e0\ub8b0\ub97c \ubaa8\ub450 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \ub370\uc774\ud130\uac00 \ubcf4\ud638\ub41c\ub2e4\ub294 \uc0ac\uc2e4\uc744 \uc54c\uba74 \ub354 \uac1c\ubc29\uc801\uc73c\ub85c \uc18c\ud1b5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc9c4\uc815\ud55c \uac1c\uc778\ud654\ub294 \uc778\uc0ac\ub9d0\uc5d0 \uc774\ub984\uc744 \ucd94\uac00\ud558\ub294 \uac83 \uadf8 \uc774\uc0c1\uc785\ub2c8\ub2e4. 2028\ub144 \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8, 2030\ub144 \uc790\ub140 \uad50\uc721\ube44 \ubaa9\ud45c, 2035\ub144 \uc740\ud1f4 \uacc4\ud68d\uacfc \uac19\uc740 \uace0\uac1d\ubcc4 \ubaa9\ud45c\ub97c \ucc38\uc870\ud558\uc138\uc694. \uace0\uac1d\uc758 \uc0b6\uacfc \uc5f4\ub9dd\uc5d0 \ub300\ud55c \uc774\ud574\ub97c \ubc18\uc601\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc740 \uc77c\uc0c1\uc801\uc778 \uc5c5\ub370\uc774\ud2b8\uac00 \uc9c4\uc815\ud55c \uc18c\ud1b5\uc758 \uc21c\uac04\uc73c\ub85c \ubc14\ub01d\ub2c8\ub2e4. \uc774\ud574\uc640 \uac00\uce58\ub97c \ubc1b\uace0 \uc788\ub2e4\uace0 \ub290\ub07c\ub294 \ub9cc\uc871\uc2a4\ub7ec\uc6b4 \uace0\uac1d\uc740 \ub2e4\ub978 \uc0ac\ub78c\uc5d0\uac8c \uc790\uc2e0\uc758 \uc5b4\ub4dc\ubc14\uc774\uc800\ub098 \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \ucd94\ucc9c\ud560 \uac00\ub2a5\uc131\ub3c4 \ub192\uc73c\uba70, \uc774\ub294 \uc21c\ucd94\ucc9c\uace0\uac1d\uc9c0\uc218(NPS)\uc640 \uac19\uc740 \ub3c4\uad6c\ub97c \ud1b5\ud574 \uce21\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uac1c\uc778\ud654 \ubc0f \ud589\ub3d9 \uc778\uc0ac\uc774\ud2b8 \ud65c\uc6a9\ud558\uae30<\/h2>\n\n\n\n

\ud604\ub300\uc758 \uace0\uac1d \uc720\uc9c0\ub97c \uc704\ud574\uc11c\ub294 \uace0\uac1d\uc774 \ubcf4\uc720\ud55c \uc790\uc0b0\ubfd0\ub9cc \uc544\ub2c8\ub77c \uace0\uac1d\uc774 \uc65c \uadf8\ub807\uac8c \ud589\ub3d9\ud558\ub294\uc9c0\ub97c \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4. \ub3d9\uc77c\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubcf4\uc720\ud55c \ub450 \uace0\uac1d\uc740 \uc704\ud5d8\uc5d0 \ub300\ud55c \uac10\uc815\uc801 \uad00\uacc4\uac00 \uc644\uc804\ud788 \ub2e4\ub97c \uc218 \uc788\uc73c\uba70, \ubd88\uc548\uc774\ub098 \uc5f4\uc815\uc744 \uc720\ubc1c\ud558\ub294 \uc694\uc778\ub3c4 \ub2e4\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

CRM \ub370\uc774\ud130\ub97c \ud1b5\ud574 \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704, \ud22c\uc790 \uae30\uac04\uc5d0 \ub530\ub77c \uc138\ubd84\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4, ESG<\/a> \uc120\ud638\ub3c4, \uacfc\uac70 \uacb0\uc815\uc5d0\uc11c \uad00\ucc30\ub41c \ud589\ub3d9 \ud2b9\uc131 \ub4f1\uc744 \uace0\ub824\ud569\ub2c8\ub2e4. \uc77c\ubd80 \uace0\uac1d\uc740 \uc778\ucd9c \uc2dc \ub2f9\ud669\ud558\uc5ec \uc548\uc2ec\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ub2e4\ub978 \uace0\uac1d\uc740 \uce68\ucc29\ud558\uc9c0\ub9cc \uc790\uc138\ud55c \uc124\uba85\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud328\ud134\uc5d0 \ub9de\uac8c \uc811\uadfc \ubc29\uc2dd\uc744 \uc870\uc815\ud558\ub294 \uac83\uc774 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\uac00 \uc2a4\ud06c\ub9bd\ud2b8\ud654\ub41c \uac83\uc774 \uc544\ub2c8\ub77c \uc9c4\uc815\uc131 \uc788\uac8c \ub290\uaef4\uc9c0\ub294 \uc774\uc720\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud68c\uc758 \uc911\uc5d0 \uc815\uc131\uc801 \uba54\ubaa8\ub97c \ucea1\ucc98\ud558\uba74 \uc778\uc0ac\uc774\ud2b8\uc758 \ub610 \ub2e4\ub978 \uce35\uc744 \ucd94\uac00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 2020\ub144 3\uc6d4 \ubcc0\ub3d9\uc131 \ud655\ub300 \uae30\uac04 \ub3d9\uc548\uc758 \ub450\ub824\uc6c0\uc5d0 \ub530\ub978 \ubc18\uc751\uc774\ub098 2021\ub144 \uc0ac\ubaa8 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc5f4\uc815\uacfc \uac19\uc740 \uc2dc\uc7a5 \uc774\ubca4\ud2b8\uc5d0 \ub300\ud55c \ubc18\uc751\uc744 \ubb38\uc11c\ud654\ud558\uace0 InvestGlass\uc5d0 \ud0dc\uadf8\ub97c \uc9c0\uc815\ud558\uc138\uc694. \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc774\ub7ec\ud55c \uba54\ubaa8\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc29\uc2dd\uacfc \uac1c\uc785 \uc2dc\uae30\ub97c \uc54c\ub824\uc8fc\ub294 \ud589\ub3d9 \ud504\ub85c\ud544\uc744 \uad6c\ucd95\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub2e4\uc591\ud55c \uace0\uac1d \uc720\ud615\uc5d0 \ub9de\ub294 \uc5ec\uc815 \ubcc0\ud615\uc744 \ud1b5\ud574 \uacb0\uacfc\ub97c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubd88\uc548\ud55c \uace0\uac1d\uc740 \ub354 \uc790\uc8fc \uccb4\ud06c\uc778\ud558\uace0 \uc2e0\ub8b0\ub97c \uc313\uc744 \uc218 \uc788\ub294 \uad50\uc721 \ucf58\ud150\uce20\uac00 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uc704\uc784 \uace0\uac1d\uc740 \uac04\uacb0\ud55c \uc5c5\ub370\uc774\ud2b8\ub97c \uc120\ud638\ud558\uba70 \ubaa8\ub4e0 \uac83\uc744 \ucc98\ub9ac\ud558\uace0 \uc788\ub294\uc9c0 \uc54c\uace0 \uc2f6\uc5b4\ud569\ub2c8\ub2e4. \ucc38\uc5ec\ub3c4\uac00 \ub192\uc740 \uace0\uac1d\uc740 \uc0c1\uc138\ud55c \ubd84\uc11d\uacfc \ud611\ub825\uc801\uc778 \uc758\uc0ac \uacb0\uc815\uc744 \ub192\uc774 \ud3c9\uac00\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud615\uc744 \uc120\uc81c\uc801\uc73c\ub85c \uc124\uacc4\ud558\uba74 \uac01 \uace0\uac1d\uc774 \uac00\uc7a5 \uacf5\uac10\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uac11\uc791\uc2a4\ub7ec\uc6b4 \uae08\ub9ac \uc778\uc0c1\uc774\ub098 \uae09\uaca9\ud55c \uc8fc\uc2dd \ud558\ub77d\uacfc \uac19\uc740 \uc2a4\ud2b8\ub808\uc2a4\uac00 \ub9ce\uc740 \uc2dc\uc7a5 \uc774\ubca4\ud2b8\uac00 \ubc1c\uc0dd\ud558\uba74 CRM\uc5d0 \uc800\uc7a5\ub41c \uc0ac\uc804 \uad6c\ucd95 \uc2a4\ud06c\ub9bd\ud2b8\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc801\uc808\ud55c \uba54\uc2dc\uc9c0\ub85c \uc2e0\uc18d\ud558\uac8c \uc5f0\ub77d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0ac\uc804 \ub300\uc751\uc740 \uaca9\ubcc0\uae30\uc5d0 \uace0\uac1d\uc774 \ubc84\ub9bc\ubc1b\uc558\ub2e4\ub294 \ub290\ub08c\uc744 \ubc1b\uc9c0 \uc54a\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n

\uace0\uac1d \ud3ec\ud138\uc758 \ubaa9\ud45c \uae30\ubc18 \ub300\uc2dc\ubcf4\ub4dc\ub294 \uc6d4\ubcc4 \uc2e4\uc801\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uc9c4\ud589 \uc0c1\ud669\uc73c\ub85c \ub300\ud654\ub97c \uc7ac\uad6c\uc131\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \ub2e8\uae30\uc801\uc778 \ubcc0\ub3d9\uc131\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 2030\ub144 \ub610\ub294 2040\ub144 \ubaa9\ud45c\ub97c \ud5a5\ud574 \uc21c\uc870\ub86d\uac8c \uc9c4\ud589\ub418\uace0 \uc788\uc74c\uc744 \ud655\uc778\ud560 \uc218 \uc788\ub2e4\uba74, \uac10\uc815\uc801\uc778 \uacb0\uc815\uc744 \ub0b4\ub9ac\uac70\ub098 \ub2e4\ub978 \uacb0\uacfc\ub97c \uc57d\uc18d\ud558\ub294 \uacbd\uc7c1\uc0ac\ub85c \uc774\uc9c1\uc744 \uace0\ub824\ud560 \uac00\ub2a5\uc131\uc774 \ud6e8\uc52c \ub0ae\uc544\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n

\"\uc790\uc0b0<\/figure>\n\n\n\n

\uaddc\uc815 \uc900\uc218, \ubcf4\uc548 \ubc0f \ud22c\uba85\uc131\uc744 \ud1b5\ud55c \uc2e0\ub8b0 \uac15\ud654<\/h2>\n\n\n\n

\uc0ac\uc774\ubc84 \uc0ac\uace0, \uaddc\uc81c \ubc8c\uae08, \ubd88\uba85\ud655\ud55c \uc218\uc218\ub8cc \uad6c\uc870\ub294 \uc218\ub144\uac04 \uc313\uc544\uc628 \uc2e0\ub8b0\ub97c \ube60\ub974\uac8c \uc57d\ud654\uc2dc\ud0a4\uace0 \uace0\uac1d \uc774\ud0c8\uc744 \uac00\uc18d\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub978 \uc0ac\ub78c\uc758 \ub3c8\uc744 \uad00\ub9ac\ud558\ub294 \uac83\uc744 \uae30\ubc18\uc73c\ub85c \ud558\ub294 \uc5c5\uacc4\uc5d0\uc11c \uc774\ub7ec\ud55c \uc601\uc5ed \uc911 \uc5b4\ub290 \ud558\ub098\ub77c\ub3c4 \uacfc\uc2e4\ub85c \uc778\uc2dd\ub418\ub294 \uac83\uc740 \uce58\uba85\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd\uc5f0\ud569\uc744 \ud3ec\ud568\ud55c \uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0\uc11c \uc801\ud569\uc131, \ud22c\uc790 \uc790\ubb38 \ubb38\uc11c\ud654, \ub514\uc9c0\ud138 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d \ubcf4\uad00\uacfc \uad00\ub828\ud558\uc5ec \uc5c4\uaca9\ud55c \uae30\ub300\uce58\ub97c \ucda9\uc871\ud574\uc57c \ud569\ub2c8\ub2e4. MiFID II, LSFin, GDPR\uacfc \uac19\uc740 \uaddc\uc815\uc740 \ud68c\uc0ac\uac00 \ub77c\uc774\uc120\uc2a4\uc640 \ud3c9\ud310\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ucda9\uc871\ud574\uc57c \ud558\ub294 \uc138\ubd80 \uc694\uac74\uc744 \ubd80\uacfc\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uaddc\uc815\uc744 \uc900\uc218\ud558\uc9c0 \uc54a\uc744 \uacbd\uc6b0 \uae30\uc5c5\uc740 \uc0c1\ub2f9\ud55c \ubc8c\uae08\uc774\ub098 \uacfc\ud0dc\ub8cc\ub97c \uc9c0\ubd88\ud574\uc57c \ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uac15\ub825\ud55c \uaddc\uc815 \uc900\uc218 \ud504\ub85c\uc138\uc2a4\uc758 \uc911\uc694\uc131\uc774 \uac15\uc870\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n

InvestGlass\uc640 \uac19\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud50c\ub7ab\ud3fc\uc740 \ub370\uc774\ud130 \uac70\uc8fc\uc9c0, \uc740\ud589 \uae30\ubc00 \uc720\uc9c0 \uc804\ud1b5, \uad6d\uacbd \uac04 \ub370\uc774\ud130 \uc804\uc1a1 \uc704\ud5d8\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4. \ud574\uc678 \ud22c\uc790\uc790\uc5d0\uac8c\ub294 \uac15\ub825\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uac00 \uc774\ub8e8\uc5b4\uc9c0\ub294 \uad00\ud560\uad8c\uc5d0 \ub370\uc774\ud130\uac00 \uc800\uc7a5\ub418\uc5b4 \uc788\ub2e4\ub294 \uc0ac\uc2e4\uc744 \uc544\ub294 \uac83\uc774 \uc810\uc810 \ub354 \uc2e0\ub8b0\uc5d0 \ub300\ud55c \ub17c\uc758\uc758 \uc77c\ubd80\uac00 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uba85\ud655\ud55c \ub3d9\uc758 \ud750\ub984\uacfc \uac10\uc0ac \ucd94\uc801\uc774 \uc628\ubcf4\ub529\uc5d0 \ud3ec\ud568\ub418\uc5b4 \ubaa8\ub4e0 \uc704\ud5d8 \ud504\ub85c\ud544 \uc5c5\ub370\uc774\ud2b8, \uc870\uc5b8 \ud3b8\uc9c0, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\uacbd\uc774 \uae30\ub85d\ub418\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubb38\uc11c\ub294 \ud68c\uc0ac\ub97c \ubcf4\ud638\ud558\uace0 \uace0\uac1d\uc774 \uae30\ub300\ud558\ub294 \ud22c\uba85\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 2\ub144 \uc804\uc5d0 \uc5b4\ub5a4 \uc870\uc5b8\uc744 \ubc1b\uc558\ub294\uc9c0 \ubb38\uc758\ud560 \ub54c \uc989\uc2dc \ub2f5\ubcc0\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ubcf4\uc548 \ubb38\uc11c \ubcf4\uad00\uc18c\uc640 \ud3ec\ud138\uc740 \uace0\uac1d\uc774 \uc548\uc804\ud558\uc9c0 \uc54a\uc740 \uc774\uba54\uc77c \ucca8\ubd80\ud30c\uc77c\uc5d0 \uc758\uc874\ud558\uc9c0 \uc54a\uace0\ub3c4 \ubcf4\uace0\uc11c, \uc138\uae08 \uacc4\uc0b0\uc11c, \uc11c\uba85 \uc704\uc784\uc7a5\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \ub2e8\uc77c \uc704\uce58\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud3b8\uc758\uc131\uc740 \uc804\ubb38\uc131\uc744 \uc785\uc99d\ud558\uace0 \ud68c\uc0ac\uac00 \ub370\uc774\ud130 \ubcf4\ud638\ub97c \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud55c\ub2e4\ub294 \uc810\uc744 \uac15\uc870\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc218\uc218\ub8cc\uc640 \uc11c\ube44\uc2a4 \ubc94\uc704\uc5d0 \ub300\ud55c \ud22c\uba85\uc131\uc740 \uc11c\uba74\uc73c\ub85c \uc81c\uacf5\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ud15c\ud50c\ub9bf\uc5d0\uc11c \uc0dd\uc131\ub41c \ud45c\uc900\ud654\ub41c \uc81c\uc548\uc11c\ub294 \ube44\uc6a9\uc5d0 \ub300\ud55c \ubaa8\ud638\ud568\uc744 \uc5c6\uc560\uace0 \uace0\uac1d\uc774 \ubb34\uc5c7\uc744 \uae30\ub300\ud560 \uc218 \uc788\ub294\uc9c0 \uba85\ud655\ud558\uac8c \uc774\ud574\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4. \uae5c\uc9dd \ub180\ub784 \uc77c\uc774 \uc5c6\uc744 \ub54c \uace0\uac1d \ub9cc\uc871\ub3c4\ub294 \ub192\uac8c \uc720\uc9c0\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc790\ub3d9\ud654 \ubc0f \ubd84\uc11d\uc744 \ud1b5\ud55c \ub9ac\ud150\uc158 \ub178\ub825\uc758 \ud655\uc7a5<\/h2>\n\n\n\n

\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \uac00\uc871\ub2f9 \uc218\ubc31 \uac00\uad6c\uc640 \uc5ec\ub7ec \ubc95\uc778\uc744 \uad00\ub9ac\ud560 \ub54c \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \uae30\ubc18\uc758 \uc218\ub3d9 \ud6c4\uc18d \uc870\uce58\ub294 \uc9c0\uc18d \uac00\ub2a5\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc544\ubb34\ub9ac \ubd80\uc9c0\ub7f0\ud55c \uad00\uacc4 \uad00\ub9ac\uc790\ub77c\ub3c4 \uadf8 \ubcf5\uc7a1\uc131\uc5d0 \uc555\ub3c4\ub418\uc5b4 \uc911\uc694\ud55c \uc811\uc810\uc744 \ub193\uce60 \uc218\ubc16\uc5d0 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uace0\uac1d \uc0dd\uc77c, \uc815\ucc45 \uac31\uc2e0, KYC \uac31\uc2e0 \ub9c8\uac10\uc77c, \uc608\uc815\ub41c \uac80\ud1a0 \ud68c\uc758\uc640 \uac19\uc740 \uc774\ubca4\ud2b8\uc5d0 \ub300\ud55c InvestGlass\uc758 \uc790\ub3d9 \uc54c\ub9bc\uc740 \uc5b4\ub5a4 \uac83\ub3c4 \ub193\uce58\uc9c0 \uc54a\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc791\uc740 \uc81c\uc2a4\ucc98\uac00 \uc77c\uad00\ub418\uac8c \uc804\ub2ec\ub418\uba74 \ud68c\uc0ac\uac00 \uace0\uac1d\uc758 \uc0b6\uc5d0\uc11c \uc911\uc694\ud55c \uac83\uc5d0 \uc8fc\uc758\ub97c \uae30\uc6b8\uc774\uace0 \uc788\ub2e4\ub294 \uac83\uc744 \uac15\uc870\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub294 \uc778\ud50c\ub808\uc774\uc158, \uae08\ub9ac \ubcc0\ud654 \ub610\ub294 ESG \uc0ac\uace0 \ub9ac\ub354\uc2ed\uacfc \uac19\uc740 \uc8fc\uc81c\uc5d0 \ub300\ud574 \uc0ac\uc804 \uc2b9\uc778\ub41c \ucea0\ud398\uc778\uc744 \ud2b9\uc815 \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub9de\uac8c \uc804\ub2ec\ud569\ub2c8\ub2e4. \uc9c0\uc18d \uac00\ub2a5\ud55c \ud22c\uc790\uc5d0 \uad00\uc2ec\uc774 \uc788\ub294 \uace0\uac1d\uc740 \ub300\uccb4 \uc790\uc0b0\uc5d0 \uad00\uc2ec\uc774 \uc788\ub294 \uace0\uac1d\uacfc\ub294 \ub2e4\ub978 \ucf58\ud150\uce20\ub97c \ubc1b\uac8c \ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad00\ub828\uc131\uc740 \ucc38\uc5ec\ub3c4\ub97c \ub192\uc774\uace0 \uadc0\uc0ac\ub97c \uac00\uce58 \uc788\ub294 \uc778\uc0ac\uc774\ud2b8\uc758 \uc6d0\ucc9c\uc73c\ub85c \ud3ec\uc9c0\uc154\ub2dd\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ud0c8\uc758 \uc8fc\uc694 \uc9c0\ud45c\ub97c \ucd94\uc801\ud558\ub294 \ub300\uc2dc\ubcf4\ub4dc\ub294 \uc870\uae30 \uac1c\uc785\uc744 \uc704\ud574 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ud3ec\ud138 \ub85c\uadf8\uc778 \uac10\uc18c, \uc774\uba54\uc77c\uc5d0 \ub300\ud55c \uc751\ub2f5 \uac10\uc18c, \uc7ac\ud22c\uc790 \uc5c6\uc774 \ub300\uaddc\ubaa8 \ud604\uae08 \uc778\ucd9c, \ud68c\uc758 \uc5f0\uae30 \ub4f1\uc744 \uc0b4\ud3b4\ubcf4\uc138\uc694. \uc774\ub7ec\ud55c \uc2e0\ud638\ub294 \uace0\uac1d\uc774 \uacf5\uc2dd\uc801\uc73c\ub85c \uc774\ud0c8\uc744 \uc120\uc5b8\ud558\uae30 \uba87 \ub2ec \uc804\uc5d0 \ub098\ud0c0\ub098\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc73c\ubbc0\ub85c \uc870\uce58\ub97c \ucde8\ud560 \uc2dc\uac04\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc790\uc0b0 \uc548\uc815\uc131\uacfc \uac19\uc740 \uc815\ub7c9\uc801 \uc9c0\ud45c\uc640 \uad00\uacc4 \uc815\uc11c \uac19\uc740 \uc815\uc131\uc801 \ubd84\uc57c\ub97c \ud63c\ud569\ud55c \uac04\ub2e8\ud55c \uace0\uac1d \uac74\uac15 \uc810\uc218\ub97c \uad6c\ucd95\ud558\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ub178\ub825\uc758 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc810\uc218\uac00 \ub5a8\uc5b4\uc9c0\uba74 \uc804\ud654 \ub610\ub294 \ubbf8\ud305\uc744 \ud2b8\ub9ac\uac70\ud558\uc5ec \ubb34\uc5c7\uc774 \ubcc0\uacbd\ub418\uc5c8\ub294\uc9c0, \uc6b0\ub824 \uc0ac\ud56d\uc744 \uc5b4\ub5bb\uac8c \ud574\uacb0\ud560 \uc218 \uc788\ub294\uc9c0 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc790\ub3d9\ud654\ub294 \uc778\uac04\uc801\uc778 \uc0c1\ud638 \uc791\uc6a9\uc744 \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4. \uc218\ub3d9 \uad00\ub9ac \uc5c5\ubb34\uc5d0\uc11c \uc2dc\uac04\uc744 \ud655\ubcf4\ud568\uc73c\ub85c\uc368 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ub354 \uae4a\uc774 \uc788\ub294 \ub300\ud654\ub97c \ub098\ub204\uace0, \ub354 \uc0ac\ub824 \uae4a\uc740 \uc7ac\ubb34 \uacc4\ud68d\uc744 \uc81c\uacf5\ud558\uba70, \uae30\uc874 \uace0\uac1d\uc758 \ucda9\uc131\ub3c4\ub97c \uc720\uc9c0\ud558\ub294 \uac1c\uc778\uc801 \ucc28\uc6d0\uc758 \uad00\uc2ec\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucc28\uc138\ub300 \ubc0f \uc9c4\ud654\ud558\ub294 \uace0\uac1d\uc758 \uae30\ub300\uc5d0 \ubd80\uc751\ud558\uae30<\/h2>\n\n\n\n

2060\ub144\uae4c\uc9c0 \uc608\uc0c1\ub418\ub294 \uc790\uc0b0 \uc774\uc804\uc740 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc5d0\uac8c \uc5c4\uccad\ub09c \uae30\ud68c\uc778 \ub3d9\uc2dc\uc5d0 \uc0c1\ub2f9\ud55c \uc704\ud5d8\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc2ed \ub144 \ub3d9\uc548 \ud68c\uc0ac\uc640 \ud568\uaed8\ud574\uc628 \uc790\uc0b0\uc774 \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uc544\ubb34\ub7f0 \uad00\uacc4\uac00 \uc5c6\ub294 \uc0c1\uc18d\uc778\uc774\ub098 \uacf5\ub3d9 \uc758\uc0ac \uacb0\uc815\uad8c\uc790\uc5d0\uac8c \ub118\uc5b4\uac08 \ub54c \ub5a0\ub0a0 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

30~40\ub300\uc758 \ub9ce\uc740 \uc0c1\uc18d\uc778\ub4e4\uc740 \ub514\uc9c0\ud138 \uc6b0\uc120 \uacbd\ud5d8, \uc9c0\uc18d \uac00\ub2a5\uc131\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \ud22c\uc790 \uad00\ub9ac \uc635\uc158, \uc790\uc2e0\uc758 \uc77c\uc815\uc5d0 \ub9de\ub294 \uc720\uc5f0\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc120\ud638\ud569\ub2c8\ub2e4. \uc774\ub4e4\uc740 \uae30\uc220\uacfc \ud568\uaed8 \uc131\uc7a5\ud588\uc73c\uba70 \uc6d0\ud65c\ud55c \ub514\uc9c0\ud138 \ub3c4\uad6c\ub97c \ucc28\ubcc4\ud654 \uc694\uc18c\uac00 \uc544\ub2cc \uae30\ubcf8\uc73c\ub85c \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc131\uc778 \uc790\ub140\uc640 \ubc30\uc6b0\uc790\ub97c \uc5f0\ub840 \ub610\ub294 \uaca9\ub144\uc73c\ub85c \uc5f4\ub9ac\ub294 \uac00\uc871 \uac80\ud1a0 \ud68c\uc758\uc5d0 \ucd08\ub300\ud558\uba74 \uc7ac\uc0b0\uc758 \uc18c\uc720\uad8c\uc774 \ubc14\ub00c\uae30 \uc804\uc5d0 \uc870\uae30\uc5d0 \uad00\uacc4\ub97c \ud615\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubaa8\uc784\uc5d0\uc11c\ub294 \uc7a5\uae30\uc801\uc778 \uacc4\ud68d, \uc2e0\ud0c1, \uc790\uc120 \ubaa9\ud45c\uc5d0 \ub300\ud574 \ub17c\uc758\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc790\uc5f0\uc2a4\ub7fd\uac8c \ub2e4\uc74c \uc138\ub300\ub97c \ud68c\uc0ac\uc5d0 \uc18c\uac1c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc80a\uc740 \uc138\ub300\ub97c \uc704\ud55c \uad50\uc721 \ucf58\ud150\uce20\ub294 \uc774\ub4e4\uc774 \uc8fc\uc694 \uc758\uc0ac \uacb0\uc815\uad8c\uc790\uac00 \ub418\uae30 \uc804\uc5d0 \ucc38\uc5ec\ub97c \uc720\ub3c4\ud569\ub2c8\ub2e4. \ube0c\ub79c\ub4dc \ud3ec\ud138\uc744 \ud1b5\ud574 \uc81c\uacf5\ub418\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\uc131, ESG \ud22c\uc790 \ub610\ub294 \uc790\uc0b0 \ubcf4\uc874\uc5d0 \ub300\ud55c \uc785\ubb38 \uc6e8\ube44\ub098\ub294 \ud68c\uc0ac\ub97c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ub9ac\uc18c\uc2a4\ub85c \uc790\ub9ac\ub9e4\uae40\ud569\ub2c8\ub2e4. \uc80a\uc740 \uc138\ub300\ub294 \ub2e8\uc21c\ud788 \uad00\uacc4\ub97c \ubb3c\ub824\ubc1b\uae30\ub9cc \uae30\ub2e4\ub9ac\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc774\ud574\uc5d0 \ud22c\uc790\ud558\ub294 \uae30\uc5c5\uc744 \ub192\uc774 \ud3c9\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

InvestGlass \ub0b4\ubd80\uc5d0 \uac00\uacc4\ub3c4, \uc704\uc784 \uc0ac\ud56d, \uc758\uc0ac \uacb0\uc815 \uc5ed\ud560\uc744 \uae30\ub85d\ud558\uba74 \uc989\ud765\uc801\uc778 \uac83\uc774 \uc544\ub2c8\ub77c \uacc4\ud68d\ub41c \ubbf8\ub798 \uad00\uacc4 \uc804\ud658\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc138\ub300\uad50\uccb4 \uc2dc\uae30\uac00 \ub418\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc774\ubbf8 \uc8fc\uc694 \uc778\ubb3c\uc774 \ub204\uad6c\uc778\uc9c0, \uadf8\ub4e4\uc758 \uc120\ud638\ub3c4\uac00 \ubb34\uc5c7\uc778\uc9c0 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uae30\uc5c5\uac00 \ubc0f \uc804 \uc138\uacc4 \ubaa8\ubc14\uc77c \uace0\uac1d\uc744 \uc704\ud55c \uc804\uc6a9 \uc11c\ube44\uc2a4 \ud2b8\ub799\uc740 \uad6d\uacbd \uac04 \uaddc\uc81c, \uc774\uc804 \uacc4\ud68d \ubc0f \ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \uc624\ud504\ub77c\uc778 \uc0ac\ubb34\uc2e4\uc744 \ubc29\ubb38\ud558\uc9c0 \uc54a\ub294 \ud22c\uc790\uc790\ub97c \uc704\ud55c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub9de\ucda4\ud615 \uc811\uadfc \ubc29\uc2dd\uc740 \ud68c\uc0ac\uac00 \ud604\ub300\uc778\uc758 \uae30\ub300\uce58\ub97c \uc774\ud574\ud558\uace0 \uace0\uac1d\uc774 \uc5b4\ub514\uc5d0 \uc788\ub4e0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub9ac\ud150\uc158\uc5d0 \ub300\ud55c \uac04\ub2e8\ud55c \uce21\uc815 \ud504\ub808\uc784\uc6cc\ud06c \uad6c\ud604<\/h2>\n\n\n\n

\uce21\uc815\ub418\uc9c0 \uc54a\ub294 \uac83\uc740 \ud6a8\uacfc\uc801\uc73c\ub85c \uad00\ub9ac\ub418\ub294 \uacbd\uc6b0\uac00 \uac70\uc758 \uc5c6\uc2b5\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc720\uc9c0\uc728\uc774 \ube44\uc988\ub2c8\uc2a4\uc758 \uc7a5\uae30\uc801\uc778 \uc131\uc7a5\uacfc \uc218\uc775\uc131\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\ubbc0\ub85c \ud22c\uc790 \uc131\uacfc\uc5d0 \uc801\uc6a9\ud558\ub294 \uac83\uacfc \ub3d9\uc77c\ud55c \uaddc\uc728\ub85c \uc720\uc9c0\uc728\uc744 \ucd94\uc801\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud68c\uc0ac\uc5d0 \uc788\uc5b4 \ub9ac\ud150\uc158\uc758 \uc758\ubbf8\ub97c \uc815\uc758\ud558\uc138\uc694. \uc5ec\uae30\uc5d0\ub294 12\uac1c\uc6d4 \ub3d9\uc548 \uacc4\uc18d \ud65c\ub3d9\ud558\ub294 \uace0\uac1d \uc218\ub97c \uacc4\uc0b0\ud558\uac70\ub098 \uc774\ud0c8\ud558\ub294 \uace0\uac1d \ub300\ube44 \uacc4\uc18d \uad00\ub9ac \uc911\uc778 \uc790\uc0b0\uc744 \uce21\uc815\ud558\ub294 \uac83\uc774 \ud3ec\ud568\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uba85\ud655\ud55c \uc815\uc758\ub294 \uc77c\uad00\ub41c \uce21\uc815\uacfc \uc2dc\uac04 \uacbd\uacfc\uc5d0 \ub530\ub978 \uc758\ubbf8 \uc788\ub294 \ube44\uad50\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ubaa8\ub2c8\ud130\ub9c1\ud574\uc57c \ud560 \uc8fc\uc694 \uc9c0\ud45c\ub85c\ub294 \uc5f0\uac04 \uace0\uac1d \uc774\ud0c8\ub960, \uc790\uc0b0 \uc720\uc9c0\uc728, \uace0\uac1d\ubcc4 \uc9c0\uac11 \uc810\uc720\uc728, \uc2e0\uaddc \ucd94\ucc9c \uaddc\ubaa8 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\ud45c\ub294 \uac01\uac01 \ub2e4\ub978 \uc774\uc57c\uae30\ub97c \ub4e4\ub824\uc90d\ub2c8\ub2e4. \ub192\uc740 \ucd94\ucc9c \uc218\ub294 \uace0\uac1d \ub9cc\uc871\ub3c4\uac00 \ub192\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud558\uba70, \uc548\uc815\uc801\uc778 \uc2dc\uc7a5\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc774\ud0c8\uc774 \uc99d\uac00\ud558\uba74 \uc11c\ube44\uc2a4 \ubb38\uc81c\uac00 \uc788\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc5b4\ub5a4 \uc138\uadf8\uba3c\ud2b8\uac00 \uc774\ud0c8\ud558\uae30 \uc26c\uc6b4\uc9c0 \ud45c\uc2dc\ud558\ub3c4\ub85d InvestGlass \ubcf4\uace0\uc11c\ub97c \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. AUM \ubc34\ub4dc\uac00 \uc791\uc744\uc218\ub85d \uace0\uac1d\uc758 \uad00\uc2ec\uc774 \uc801\uae30 \ub54c\ubb38\uc5d0 \uc774\ud0c8\ub960\uc774 \ub192\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\uc815 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \ud604\uc9c0 \uacbd\uc7c1\uc0ac \ub610\ub294 \uaddc\uc81c \ubcc0\ud654\uc640 \uad00\ub828\ub41c \ud328\ud134\uc774 \ub098\ud0c0\ub0a0 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc138\ubd84\ud654\ub41c \ubd84\uc11d\uc744 \ud1b5\ud574 \uac00\uc7a5 \uc911\uc694\ud55c \uace0\uac1d \uc720\uc9c0 \ub178\ub825\uc744 \ud0c0\uac9f\ud305\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uacbd\uc601\uc9c4\uc774 \ub9ac\ud150\uc158 \ub370\uc774\ud130\ub97c \uac80\ud1a0\ud558\uace0 \uc2dc\uc815 \uc870\uce58\uc5d0 \ub3d9\uc758\ud558\ub294 \ubd84\uae30\ubcc4 \uac80\ud1a0 \ud68c\uc758\ub97c \ud1b5\ud574 \ucc45\uc784\uac10\uc744 \ubd80\uc5ec\ud569\ub2c8\ub2e4. \ud2b9\uc815 \uc138\uadf8\uba3c\ud2b8\uc758 \uc2e4\uc801\uc774 \uc800\uc870\ud55c \uacbd\uc6b0 \ud300\uc740 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ube48\ub3c4\ub97c \uc870\uc815\ud558\uac70\ub098 \uc0c8\ub85c\uc6b4 \uc11c\ube44\uc2a4\ub97c \ub3c4\uc785\ud558\uac70\ub098 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uad00\uc2ec\uc744 \uc7ac\ud560\ub2f9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc815\ub7c9\uc801 \uc9c0\ud45c\uc640 \uad6c\uc870\ud654\ub41c \uc124\ubb38\uc870\uc0ac\ub97c \ud1b5\ud55c \uc815\uc131\uc801 \ud53c\ub4dc\ubc31\uc744 \uacb0\ud569\ud558\uba74 \uc804\uccb4 \uc0c1\ud669\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 1~2\ub144\ub9c8\ub2e4 \uc21c\ud658\ud558\ub294 \uace0\uac1d \uc0d8\ud50c\uc744 \ub300\uc0c1\uc73c\ub85c \ub9cc\uc871\ub3c4 \uc124\ubb38\uc870\uc0ac\ub97c \uc2e4\uc2dc\ud569\ub2c8\ub2e4. \uc751\ub2f5\uc744 \ud1b5\ud574 \uc751\ub2f5\ub960\uc5d0 \ub300\ud55c \uc6b0\ub824\ubd80\ud130 \ub2e4\uc591\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc2a4\ud0c0\uc77c\uc5d0 \ub300\ud55c \uc120\ud638\ub3c4\uae4c\uc9c0 \uc218\uce58\ub9cc\uc73c\ub85c\ub294 \ud30c\uc545\ud560 \uc218 \uc5c6\ub294 \ubb38\uc81c\uac00 \ub4dc\ub7ec\ub098\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

InvestGlass\uac00 \uace0\uac1d \uc720\uc9c0 \uc804\ub7b5\uc744 \uc9c0\uc6d0\ud558\ub294 \ubc29\ubc95<\/h2>\n\n\n\n

InvestGlass\ub294 \uaddc\uc81c \ub300\uc0c1 \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc5ec\ub7ec \uac1c\uc758 \ub2e8\uc808\ub41c \uc2dc\uc2a4\ud15c \uc5c6\uc774\ub3c4 \uc77c\uad00\ub418\uace0 \uac1c\uc778\ud654\ub418\uba70 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\ub294 \ub370 \ud544\uc694\ud55c \ub3c4\uad6c\ub97c \ud1b5\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \ub3c4\uad6c\ub294 \uc2a4\uc704\uc2a4, EU \ubc0f \uad6d\uc81c \uaddc\uc815\uc744 \uc900\uc218\ud558\uba74\uc11c \uacc4\uc88c \uac1c\uc124 \uc18d\ub3c4\ub97c \ub192\uc5ec\uc90d\ub2c8\ub2e4. \ub530\ub77c\uc11c \uad00\uacc4\uac00 \ubc1c\uc804\ud558\uae30 \uc804\uc5d0 \uc870\uc6a9\ud788 \uc911\ub3c4 \ud0c8\ub77d\ud558\ub294 \ucd08\uae30 \ub2e8\uacc4\uc758 \ub9c8\ucc30\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc6d0\ud65c\ud55c \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uadf8 \uc774\ud6c4\uc758 \ubaa8\ub4e0 \uacfc\uc815\uc744 \uc704\ud55c \ubd84\uc704\uae30\ub97c \uc870\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud1b5\ud569 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uace0\uac1d \ud3ec\ud138 \ubaa8\ub4c8\uc744 \ud1b5\ud574 \ud558\ub098\uc758 \ud658\uacbd\uc5d0\uc11c \ud22c\uba85\ud55c \ubcf4\uace0, \ubaa9\ud45c \ucd94\uc801, \uc548\uc804\ud55c \ubb38\uc11c \uacf5\uc720\ub97c \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc5b8\uc81c\ub4e0\uc9c0 \ud22c\uc790\uae08\uc5d0 \uc561\uc138\uc2a4\ud558\uace0 \ubaa9\ud45c\uc5d0 \ub300\ud55c \uc9c4\ud589 \uc0c1\ud669\uc744 \ud655\uc778\ud558\uba70 \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uc548\uc804\ud558\uac8c \uc18c\ud1b5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud3b8\ub9ac\ud568\uacfc \ud22c\uba85\uc131\uc740 \uace0\uac1d\uc758 \uc9c0\uc18d\uc801\uc778 \ucc38\uc5ec\ub97c \uc720\ub3c4\ud558\ub294 \uc5f0\uacb0 \uace0\ub9ac\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c, \uc628\ud504\ub808\ubbf8\uc2a4 \ud638\uc2a4\ud305 \uc635\uc158, \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \ubcf4\ud638 \uae30\uc900\uc740 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc5d0 \uad00\uc2ec\uc774 \uc788\ub294 \uc740\ud589\uacfc \ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c InvestGlass\uc758 \ucc28\ubcc4\ud654 \uc694\uc18c\uc785\ub2c8\ub2e4. \uace0\uac1d \ub370\uc774\ud130\uac00 \uc5b4\ub514\uc5d0 \uc800\uc7a5\ub418\uace0 \uc5b4\ub5bb\uac8c \ubcf4\ud638\ub418\ub294\uc9c0 \uba85\ud655\ud558\uac8c \uc124\uba85\ud560 \uc218 \uc788\ub294 \ub2a5\ub825\uc740 \uc218\uc900 \ub192\uc740 \ud22c\uc790\uc790\uc640\uc758 \ub300\ud654\uc5d0\uc11c \uacbd\uc7c1 \uc6b0\uc704\ub97c \uc810\ud560 \uc218 \uc788\ub294 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, \uc6cc\ud06c\ud50c\ub85c\uc6b0 \ubc0f AI \uae30\ub2a5\uc740 \ub300\uaddc\ubaa8\ub85c \uac1c\uc778\ud654\ub41c \ucf58\ud150\uce20\ub97c \uc0dd\uc131\ud558\uace0 \uad00\uacc4\uc5d0 \uc8fc\uc758\uac00 \ud544\uc694\ud55c \uacbd\uc6b0 \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc54c\ub9bc\uc744 \ubcf4\ub0c5\ub2c8\ub2e4. \uae30\uc5b5\uc774\ub098 \uc218\ub3d9 \ucd94\uc801\uc5d0 \uc758\uc874\ud558\ub294 \ub300\uc2e0, \uc2dc\uc2a4\ud15c\uc740 \uc5f0\uacb0 \uae30\ud68c\ub97c \ud3ec\ucc29\ud558\uace0 \uc774\ud0c8\uc774 \ubc1c\uc0dd\ud558\uae30 \uc804\uc5d0 \uc704\ud5d8 \uc2e0\ud638\ub97c \ud45c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uace0\uac1d \uc720\uc9c0\uc728\uc744 \ub192\uc774\uace0\uc790 \ud558\ub294 \ud68c\uc0ac\ub294 \ud604\uc7ac \ud504\ub85c\uc138\uc2a4\ub97c \uac80\ud1a0\ud558\uace0 \ub370\uc774\ud130\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uace0 \ucc38\uc5ec\ub97c \uac04\uc18c\ud654\ud558\uae30 \uc704\ud574 InvestGlass\uc758 \ud30c\uc77c\ub7ff \uad6c\ud604\uc744 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. \uc704\ud5d8 \ud504\ub85c\ud544\ubd80\ud130 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uc720 \ud604\ud669\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uace0\uac1d \uc815\ubcf4\uac00 \ud558\ub098\uc758 \ud50c\ub7ab\ud3fc\uc5d0 \uc788\uc73c\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc9c0\uc18d\uc801\uc778 \uad00\uacc4\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\ub294 \ud1b5\ud569 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n

\uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uace0\uac1d \uc720\uc9c0\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \uc5bc\ub9c8\ub098 \uc790\uc8fc \uacf5\uc2dd\uc801\uc73c\ub85c \uace0\uac1d\uc744 \ub9cc\ub098\uc57c \ud558\ub098\uc694?<\/h3>\n\n\n\n

\ub9ce\uc740 \uae30\uc5c5\uc774 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c 1\ub144\uc5d0 1~3\ud68c\uc758 \uad6c\uc870\ud654\ub41c \ud68c\uc758\ub97c \ud1b5\ud574 \uc131\uacf5\uc744 \uac70\ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc5d0\ub294 \uc5f0\ub840 \uc804\ub7b5 \uc138\uc158\uacfc \uc804\uc220\uc801 \uc9c8\ubb38\uc774\ub098 \uc0b6\uc758 \ubcc0\ud654\ub97c \ub2e4\ub8e8\uae30 \uc704\ud55c \ud55c\ub450 \ubc88\uc758 \uc9e7\uc740 \uac80\ud1a0\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc7a6\uc740 \ube44\uc988\ub2c8\uc2a4 \uc758\uc0ac \uacb0\uc815\uc774\ub098 \uad6d\uacbd \uac04 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud55c \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc5d0\uac8c\ub294 \ub354 \ube48\ubc88\ud55c \uc811\uc810\uc774 \ud544\uc694\ud560 \uc218 \uc788\uc9c0\ub9cc \ub300\uba74 \ud68c\uc758, \ud654\uc0c1 \ud1b5\ud654, \ud3ec\ud138 \uae30\ubc18 \uc0c1\ud638 \uc791\uc6a9\uc774 \ud63c\ud569\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM \uce98\ub9b0\ub354\uc640 \uc790\ub3d9 \ub9ac\ub9c8\uc778\ub354\ub97c \uc0ac\uc6a9\ud558\uba74 \uc758\ubbf8 \uc788\ub294 \ub300\ud654 \uc5c6\uc774 \uc8fc\uc694 \uad00\uacc4\uac00 6~12\uac1c\uc6d4 \uc774\uc0c1 \uc9c0\uc18d\ub418\uc9c0 \uc54a\ub3c4\ub85d \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc790\uc0b0 \uad00\ub9ac \uace0\uac1d\uc774 \uace7 \uc774\ud0c8\ud560 \uc218 \uc788\ub2e4\ub294 \uc870\uae30 \uacbd\uace0 \uc2e0\ud638\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n

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InvestGlass\uc640 \uac19\uc740 \ucd5c\uc2e0 SaaS \ud50c\ub7ab\ud3fc\uc740 \ubaa8\ub4c8\uc2dd\uc774\uba70 \ub300\ud615 \uc740\ud589\uc758 \uc608\uc0b0\uc774 \uc5c6\uc5b4\ub3c4 \ubd80\ud2f0\ud06c \ud68c\uc0ac\uc5d0\uc11c \uad6c\ud604\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, \uace0\uac1d \ud3ec\ud138\uacfc \uac19\uc740 \uba87 \uac00\uc9c0 \ud575\uc2ec \ubaa8\ub4c8\ub9cc\uc73c\ub85c\ub3c4 \ub354 \ub098\uc740 \uc870\uc9c1\uacfc \uc751\ub2f5\uc131\uc744 \ud1b5\ud574 \uc0c1\ub2f9\ud55c \uace0\uac1d \uc720\uc9c0 \ud61c\ud0dd\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5f0\ub840 \uac80\ud1a0 \uc790\ub3d9\ud654\ub098 KYC \uac31\uc2e0 \uac04\uc18c\ud654\uc640 \uac19\uc740 \uc9d1\uc911\uc801\uc778 \uc0ac\uc6a9 \uc0ac\ub840\ubd80\ud130 \uc2dc\uc791\ud558\uba74 \uc18c\uaddc\ubaa8 \ud68c\uc0ac\ub3c4 \ube60\ub974\uac8c \uac00\uce58\ub97c \ud655\uc778\ud558\uace0 \ucc44\ud0dd\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \ud50c\ub7ab\ud3fc \uc0ac\uc6a9\uc744 \ud655\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

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Retaining existing wealth management clients is significantly more profitable than acquiring new ones, with a 5% retention lift often translating into a 25% to 95% profit increase. This trend is seen across the broader financial services industry, where client loyalty is a key driver of profitability. Modern client retention hinges on trust, digital convenience, personalization, […]<\/p>\n","protected":false},"author":1,"featured_media":49048,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35,48,95],"class_list":["post-49038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking","tag-sales-automation","tag-wealth-management"],"yoast_head":"\nHow to Improve Client Retention in Wealth Management | InvestGlass<\/title>\n<meta name=\"description\" content=\"Retaining existing wealth management clients is significantly more profitable than acquiring new ones, with a 5% retention lift often translating into a\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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