{"id":49042,"date":"2026-02-09T09:00:00","date_gmt":"2026-02-09T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49042"},"modified":"2026-02-07T15:47:43","modified_gmt":"2026-02-07T14:47:43","slug":"crm%ec%9d%84-%ec%82%ac%ec%9a%a9%ed%95%98%ec%97%ac-%ec%9e%ac%eb%ac%b4-%ec%9e%90%eb%ac%b8%ec%9d%84-%ea%b0%9c%ec%9d%b8%ed%99%94%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-personalize-financial-advice-using-crm\/","title":{"rendered":"CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc7ac\ubb34 \uc870\uc5b8\uc744 \ub9de\ucda4\ud654\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\uc8fc\uc694 \ub0b4\uc6a9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>InvestGlass\uc640 \uac19\uc740 \ucd5c\uc2e0 CRM\uc740 \uace0\uac1d \ub370\uc774\ud130, \uc704\ud5d8 \ud504\ub85c\ud544, \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uc5ec \ub9de\ucda4\ud615 \uc870\uc5b8\uc744 \ub300\uaddc\ubaa8\ub85c \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uc790\uc0b0 \uad00\ub9ac \uc804\ubb38\uac00\uac00 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ubc29\uc2dd\uc744 \ud601\uc2e0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc9c4\uc815\ud55c \uac1c\uc778\ud654\ub294 KYC, \uc7ac\ubb34 \ubaa9\ud45c, \ud589\ub3d9 \ud328\ud134, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \ud558\ub098\uc758 \uc885\ud569\uc801\uc778 360\ub3c4 \uace0\uac1d \ubcf4\uae30\ub85c \uacb0\ud569\ud560 \ub54c \uac00\ub2a5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>CRM \ub0b4\ubd80\uc758 \uc790\ub3d9\ud654\uc640 AI\ub294 \uc218\ub3d9 \uac1c\uc785 \uc5c6\uc774\ub3c4 \uc2dc\uc7a5 \uc6c0\uc9c1\uc784, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\ub3d9 \ub610\ub294 \uc778\uc0dd\uc758 \uc774\uc815\ud45c\uc640 \uac19\uc740 \uc774\ubca4\ud2b8\uc5d0 \ub300\ud574 \uc2dc\uae30\uc801\uc808\ud558\uace0 \uad00\ub828\uc131 \uc788\ub294 \uc870\uc5b8\uc744 \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uace0\uac1d \uad00\ub9ac, \uc790\ub3d9\ud654, \ubd84\uc11d \ubc0f \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\uc640 \uac19\uc740 CRM\uc758 \uc8fc\uc694 \uae30\ub2a5\uc744 \uc774\ud574\ud558\ub294 \uac83\uc740 \ud6a8\uacfc\uc801\uc778 \uac1c\uc778\ud654 \uae08\uc735 \uc0c1\ub2f4\uc744 \uc704\ud574 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c, \uc138\ubd84\ud654\ub41c \uad8c\ud55c \ubc0f \uac10\uc0ac \ucd94\uc801\uc740 \uaddc\uc815 \uc900\uc218 \uad00\ub9ac\uac00 \ubd88\uac00\ub2a5\ud55c \uaddc\uc81c \uc2dc\uc7a5\uc5d0\uc11c \uac1c\uc778\ud654\ub41c \uc870\uc5b8\uc744 \uc81c\uacf5\ud560 \ub54c \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uae08\uc735 \uc804\uc6a9 CRM\uc740 \uace0\uac1d \uad00\uacc4\ub97c \uac15\ud654\ud558\uace0 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\ub294 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ucd08\uac1c\uc778\ud654\ub41c \uc790\uc0b0 \uad00\ub9ac \uc5ec\uc815\uc744 \uc704\ud55c \ud575\uc2ec \uc5d4\uc9c4\uc774 \ub429\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-from-generic-advice-to-hyper-personalized-wealth-management\">\uc18c\uac1c \uc77c\ubc18\uc801\uc778 \uc870\uc5b8\uc5d0\uc11c \ucd08\uac1c\uc778\ud654\ub41c \uc790\uc0b0 \uad00\ub9ac\uae4c\uc9c0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020\ub144 \uc774\ud6c4 \uace0\uac1d\uc758 \uae30\ub300\uce58\ub294 \uadf9\uc801\uc73c\ub85c \ubcc0\ud654\ud588\uc2b5\ub2c8\ub2e4. \uacfc\uac70\uc5d0\ub294 \ubd84\uae30\ubcc4 \uc885\uc774 \uba85\uc138\uc11c\ub97c \ubc1b\ub358 \ud22c\uc790\uc790\ub4e4\uc740 \uc774\uc81c \uc740\ud589\uc774\ub098 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \ub137\ud50c\ub9ad\uc2a4 \uc218\uc900\uc758 \uac1c\uc778\ud654 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud574\uc8fc\uae30\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uc790\uc2e0\uc758 \uc815\ud655\ud55c \uc0c1\ud669\uc5d0 \ub9de\ub294 \ucd94\ucc9c\uc744 \uac00\uc7a5 \ud544\uc694\ud55c \uc21c\uac04\uc5d0 \uc790\uc2e0\uc774 \uc120\ud638\ud558\ub294 \ucc44\ub110\uc744 \ud1b5\ud574 \uc804\ub2ec\ubc1b\uae30\ub97c \uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucde8\ub9ac\ud788\uc758 45\uc138 \uae30\uc5c5\uac00\ub85c\uc11c 5\ub144 \uc774\ub0b4\uc5d0 \uc2a4\ud0c0\ud2b8\uc5c5\uc744 \ucca0\uc218\ud560 \uacc4\ud68d\uc778 \uace0\uac1d, \uc81c\ub124\ubc14\uc758 \uc740\ud1f4\uc790\ub85c\uc11c \uc790\uc0b0 \ubcf4\uc874\uacfc \ubd80\ub3d9\uc0b0 \uacc4\ud68d\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\ub294 \uace0\uac1d, \ub7f0\ub358\uc758 \ubc00\ub808\ub2c8\uc5bc \uc138\ub300\uc758 \uae30\uc220\uc9c1 \uc9c1\uc6d0\uc73c\ub85c \ub2e4\uc591\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad6c\ucd95\ud558\uace0\uc790 \ud558\ub294 \uace0\uac1d \ub4f1 \uc138 \uba85\uc758 \uace0\uac1d\uc774 \uc5ec\ub7ec\ubd84\uc758 \ubb38\uc744 \uc5f4\uace0 \ub4e4\uc5b4\uc654\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uc2ed\uc2dc\uc624. <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=\"5918\">ESG<\/a> \uc790\uaca9 \uc99d\uba85. \uc774 \uc138 \uace0\uac1d\uc740 \uac01\uac01 \uace0\uac1d\uc758 \uc694\uad6c \uc0ac\ud56d, \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc120\ud638\ub3c4, \uc7ac\ubb34 \ubaa9\ud45c\uac00 \uadfc\ubcf8\uc801\uc73c\ub85c \ub2e4\ub985\ub2c8\ub2e4. \uc218\ubc31 \uba85\uc758 \uc720\uc0ac\ud55c \uac00\uad6c\ub294 \ub9d0\ud560 \uac83\ub3c4 \uc5c6\uace0 \uc138 \uace0\uac1d \ubaa8\ub450\uc5d0\uac8c \uac1c\uc778\ud654\ub41c \uae08\uc735 \uc870\uc5b8\uc744 \uc81c\uacf5\ud558\ub294 \uac83\uc740 \uc801\uc808\ud55c \uae30\uc220 \uc5c6\uc774\ub294 \ubd88\uac00\ub2a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8, \ud769\uc5b4\uc838 \uc788\ub294 \uba54\ubaa8, \uae30\uc5b5\uc744 \ud1b5\ud574 \uc218\ub3d9\uc73c\ub85c \uc870\uc5b8\uc744 \ub9de\ucda4\ud654\ud558\ub294 \ubc29\uc2dd\uc740 \ud655\uc7a5\uc131\uc774 \ub5a8\uc5b4\uc9d1\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \uc2dc\ub3c4\ud558\ub294 \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \ud544\uc5f0\uc801\uc73c\ub85c \ub4a4\ucc98\uc9c0\uace0, \uae30\ud68c\ub97c \ub193\uce58\uace0, \ub354 \ub9ce\uc740 \uac83\uc744 \uae30\ub300\ud558\ub294 \uace0\uac1d\uc744 \uc2e4\ub9dd\uc2dc\ud0ac \uc218\ubc16\uc5d0 \uc5c6\uc2b5\ub2c8\ub2e4. \ud574\ub2f5\uc740 \ubaa8\ub4e0 \uace0\uac1d \uc815\ubcf4\ub97c \ud558\ub098\uc758 \uc2e4\ud589 \uac00\ub2a5\ud55c \ubcf4\uae30\ub85c \ud1b5\ud569\ud558\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uc81c\uc791\ub41c CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ub3c4\uc785\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc7ac\ubb34 \uacc4\ud68d \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f \uae30\ud0c0 \uae08\uc735 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 CRM\uacfc \ud568\uaed8 \uc791\ub3d9\ud558\uc5ec \ub370\uc774\ud130\ub97c \ud1b5\ud569\ud558\uace0 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc790\ub3d9\ud654\ud558\uba70 \ud50c\ub7ab\ud3fc \uc804\ubc18\uc5d0\uc11c \uc815\ud655\uc131\uc744 \uac1c\uc120\ud568\uc73c\ub85c\uc368 \ud3ec\uad04\uc801\uc774\uace0 \uac1c\uc778\ud654\ub41c \uc870\uc5b8\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uad6d\uc601 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc73c\ub85c, \ub2e4\uc74c\uacfc \uac19\uc740 \uae30\ub2a5\uc744 \uacb0\ud569\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=\"5917\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \uc124\uacc4\ub41c \ud558\ub098\uc758 \ud50c\ub7ab\ud3fc\uc5d0 \uace0\uac1d\uc54c\uae30\uc81c\ub3c4(KYC), \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uace0\uac1d \ud3ec\ud138\uc744 \ud1b5\ud569\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \uc601\uc5c5 \ub3c4\uad6c\uc640 \ub2ec\ub9ac \uaddc\uc81c\uc5d0 \ub530\ub978 \uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc758 \uace0\uc720\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \uc774\ud574\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uae00\uc758 \ub098\uba38\uc9c0 \ubd80\ubd84\uc5d0\uc11c\ub294 CRM \ub370\uc774\ud130, \uc790\ub3d9\ud654 \ubc0f AI\ub97c \uc0ac\uc6a9\ud558\uc5ec \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uc870\uc5b8\uc744 \uac1c\uc778\ud654\ud558\uae30 \uc704\ud55c \uc2e4\uc6a9\uc801\uc778 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud3ec\uad04\uc801\uc778 \uace0\uac1d \ud504\ub85c\ud544\uc744 \uad6c\ucd95\ud558\uace0, \uc9c0\ub2a5\uc801\uc73c\ub85c \uc138\ubd84\ud654\ud558\uace0, \uc790\ub3d9\ud654\ub41c \uc5ec\uc815\uc744 \uc124\uacc4\ud558\uace0, AI \uc778\uc0ac\uc774\ud2b8\ub97c \ud65c\uc6a9\ud558\uace0, \uce21\uc815 \uac00\ub2a5\ud55c \uacb0\uacfc\ub97c \uc81c\uacf5\ud558\ub294 \ubaa8\ub4e0 \uac83\uc744 \ub2e8\uacc4\ubcc4\ub85c \uad6c\ud604\ud558\ub294 \ubc29\ubc95\uc744 \ubc30\uc6b8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-personalization-in-financial-advice-really-matters-today\">\uc624\ub298\ub0a0 \uc7ac\ubb34 \uc870\uc5b8\uc5d0\uc11c \uac1c\uc778\ud654\uac00 \uc911\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">MiFID II, LSFin \ubc0f \uc804 \uc138\uacc4\uc758 \uc720\uc0ac\ud55c \ud504\ub808\uc784\uc6cc\ud06c\uc640 \uac19\uc740 \uaddc\uc815\uc740 \uac1c\ubcc4 \uc801\ud569\uc131\uacfc \uc801\uc808\uc131\uc5d0 \ub9de\ub294 \uc870\uc5b8\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uace0\uac1d\uc5d0\uac8c \uc801\uc6a9\ub418\ub294 \ud15c\ud50c\ub9bf \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub294 \ub354 \uc774\uc0c1 \ubc95\uc801 \uae30\uc900\uc744 \ucda9\uc871\ud558\uc9c0 \ubabb\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \ucd94\ucc9c\uc740 \uac01 \uace0\uac1d\uc758 \uace0\uc720\ud55c \uc704\ud5d8 \ud504\ub85c\ud544, \ud22c\uc790 \uae30\uac04, \uc7ac\ubb34 \uc0c1\ud669\uc744 \ubc18\uc601\ud574\uc57c \ud558\uba70, \uc774 \ubaa8\ub4e0 \uac83\uc744 \ubb38\uc11c\ud654\ud558\uace0 \uac10\uc0ac\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub294 \uc790\uc0b0 \uad00\ub9ac\uc758 \uc131\uacf5\uc744 \uc774\ub044\ub294 \uc8fc\uc694 \uc9c0\ud45c\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc9c4\uc815\uc131 \uc788\ub294 \ub9de\ucda4\ud615 \uc870\uc5b8\uc744 \ud1b5\ud55c \uace0\uac1d \uc720\uc9c0\uc728 \ud5a5\uc0c1<\/li>\n\n\n\n<li>\uc804\uccb4 \uac00\uad6c \uc0c1\ud669\uc744 \ud30c\uc545\ud558\uba74 \uad50\ucc28 \ud310\ub9e4 \uae30\ud68c \uc99d\uac00<\/li>\n\n\n\n<li>\uace0\uac1d\uc774 \uc790\uc0b0\uc744 \uc9c4\uc815\uc73c\ub85c \uc798 \uc544\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uc790\uc0b0\uc744 \ud1b5\ud569\ud568\uc5d0 \ub530\ub77c \uc9c0\uac11 \uc810\uc720\uc728 \uc99d\uac00<\/li>\n\n\n\n<li>\ucd94\ucc9c\uc73c\ub85c \uc774\uc5b4\uc9c0\ub294 \uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218 \ud5a5\uc0c1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 CRM \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc9c0\uc18d\uc801\uc774\uace0 \uac1c\uc778\ud654\ub41c \ucc38\uc5ec\uc640 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ucd09\uc9c4\ud568\uc73c\ub85c\uc368 \uace0\uac1d \uad00\uacc4\ub97c \uc2ec\ud654\uc2dc\ud0a4\uace0 \uace0\uac1d \uad00\uacc4\ub97c \ubc1c\uc804\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub354 \ud070 \uc2e0\ub8b0, \uc7a5\uae30\uc801\uc778 \ucda9\uc131\ub3c4, \ub354 \uac15\ub825\ud55c \uace0\uac1d \uc0c1\ub2f4\uc0ac \uc5f0\uacb0\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub41c \ub9ac\ubc38\ub7f0\uc2f1 \uc54c\ub9bc\uacfc \ub9de\ucda4\ud615 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc2dc\ud000\uc2a4\ub97c \uad6c\ud604\ud55c \ud55c \uc911\uacac \uc790\ubb38 \ud68c\uc0ac\ub97c \uc608\ub85c \ub4e4\uc5b4 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ubd84\uae30\ubcc4 \uc5c5\ub370\uc774\ud2b8\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc\uc640 \uc0dd\ud65c \uc774\ubca4\ud2b8\uc5d0 \uae30\ubc18\ud55c \uc0c1\ud669\uc5d0 \ub9de\ub294 \ud64d\ubcf4\ub85c \uc804\ud658\ud55c \uacb0\uacfc, \uace0\uac1d \uc720\uc9c0\uc728\uc774 \uba87 \ud37c\uc13c\ud2b8 \ud3ec\uc778\ud2b8 \ud5a5\uc0c1\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uac89\ubcf4\uae30\uc5d0\ub294 \ubbf8\ubbf8\ud574 \ubcf4\uc774\ub294 \uc774 \uc774\ub4dd\uc740 \uc218\ubc31\ub9cc \ub2ec\ub7ec\uc758 \uad00\ub9ac \uc790\uc0b0\uc73c\ub85c \uc804\ud658\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1985\ub144 \uc774\ud6c4\uc5d0 \ud0dc\uc5b4\ub09c \uc80a\uc740 \uace0\uac1d\ub4e4\uc740 \uc774\uba54\uc77c, \ud3ec\ud138, \ubaa8\ubc14\uc77c\uc5d0\uc11c \uc0c1\ud669\uc5d0 \ub9de\ub294 \ub514\uc9c0\ud138 \uc0c1\ud638\uc791\uc6a9\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ub9e4\ub144 \uc885\uc774\ub85c \ub41c \uba85\uc138\uc11c\ub97c \uc6b0\ud3b8\uc73c\ub85c \ubc1b\ub294 \uac83\uc744 \uc6d0\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \uac00\uc2dc\uc131, \uc870\uce58\uac00 \ud544\uc694\ud560 \ub54c \uc0ac\uc804 \uc54c\ub9bc, \uc120\ud638\ud558\ub294 \ucc44\ub110\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uc18c\ud1b5\ud560 \uc218 \uc788\ub294 \uae30\ub2a5\uc744 \uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uc7a5 \uc911\uc694\ud55c \uac83\uc740 \uac1c\uc778\ud654\uac00 \uccb4\uacc4\uc801\uc774\uace0 \uac10\uc0ac \uac00\ub2a5\ud558\uba70 \ub370\uc774\ud130 \uae30\ubc18\uc774\uc5b4\uc57c \ub0b4\ubd80 \ubc0f \uc678\ubd80 \uac80\ud1a0\ub97c \ud1b5\uacfc\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uae30\uc5b5\uc774\ub098 \ud769\uc5b4\uc838 \uc788\ub294 \uba54\ubaa8\uc5d0 \uae30\ubc18\ud55c \uc784\uc2dc\uc801\uc778 \uac1c\uc778\ud654\ub294 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uacfc \uc77c\uad00\uc131 \uc5c6\ub294 \uace0\uac1d \uacbd\ud5d8\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-crm-for-financial-advisors-driven-personalization-actually-is-for-financial-institutions\">\uae08\uc735 \uae30\uad00\uc744 \uc704\ud55c \uae08\uc735 \uc790\ubb38\uac00 \uc911\uc2ec\uc758 \uac1c\uc778\ud654 CRM\uc774 \uc2e4\uc81c\ub85c \uae08\uc735 \uae30\uad00\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac\uc5d0\uac8c \uc788\uc5b4 \uace0\uac1d\uad00\uacc4\uad00\ub9ac \uc2dc\uc2a4\ud15c\uc740 \ub2e8\uc21c\ud55c \uc5f0\ub77d\ucc98 \ub370\uc774\ud130\ubca0\uc774\uc2a4\uac00 \uc544\ub2d9\ub2c8\ub2e4. \uace0\uac1d \ub370\uc774\ud130, \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ubb38\uc11c, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc774\ub825\uc744 \ud558\ub098\uc758 \ud1b5\ud569\ub41c \ub370\uc774\ud130\ubca0\uc774\uc2a4\ub85c \ud1b5\ud569\ud558\ub294 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \ud6a8\uacfc\uc801\uc778 \uace0\uac1d \uad00\ub9ac\ub294 \ud575\uc2ec \uae30\ub2a5\uc73c\ub85c, \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \uad00\uacc4\ub97c \uc815\ub9ac, \ucd94\uc801, \ucd5c\uc801\ud654\ud558\uc5ec \ud6a8\uc728\uc131\uc744 \ub192\uc774\uace0 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774 \ub370\uc774\ud130\ubca0\uc774\uc2a4\ub294 \ubaa8\ub4e0 \uad00\uacc4\uc5d0 \ub300\ud55c \ub2e8\uc77c \uc18c\uc2a4\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub780 \ud1b5\ud569\ub41c \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \uac01 \uc138\ub300 \ub610\ub294 \uc138\uadf8\uba3c\ud2b8\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \uc81c\uc548, \uc11c\ube44\uc2a4 \uc218\uc900\uc744 \uc870\uc815\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc989, \uace0\uac1d\uc774 \uc218\uc2e0\ud558\ub294 \uc774\uba54\uc77c, \uc81c\uc2dc\ud558\ub294 \uc81c\uc548\uc11c, \uac80\ud1a0 \ud68c\uc758 \uc548\uac74 \ubaa8\ub450 \uc77c\ubc18\uc801\uc778 \ud15c\ud50c\ub9bf\uc774 \uc544\ub2cc \uace0\uac1d\uc758 \uad6c\uccb4\uc801\uc778 \uc0c1\ud669\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \uc601\uc5c5 CRM\uc73c\ub85c\ub294 \uc774\ub7ec\ud55c \uc5c5\ubb34\uc5d0 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uae08\uc735 \uc804\ubb38\uac00\uc5d0\uac8c\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \uc790\uc0b0\ubcc4 \uae30\ub2a5\uc774 \ud544\uc694\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\ub798\ub294 \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub97c \uc704\ud55c CRM\uc5d0 \ud544\uc694\ud55c \uc8fc\uc694 \uae30\ub2a5\uc744 \uc694\uc57d\ud55c \ud45c\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>\uae30\ub2a5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ubaa9\uc801<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc801\ud569\uc131 \uc124\ubb38\uc9c0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704\uc640 \ud22c\uc790 \uc120\ud638\ub3c4 \ud30c\uc545\ud558\uae30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \uc810\uc218 \uc5d4\uc9c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc190\uc2e4 \ubc0f \ubcc0\ub3d9\uc131 \ud5c8\uc6a9 \uc6a9\ub7c9 \uc815\ub7c9\ud654<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc0b4\ud3b4\ubcf4\uae30<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubaa8\ub4e0 \uacc4\uc88c\uc758 \uae30\ucd08 \uc790\uc0b0\uc744 \ud655\uc778\ud558\uace0 \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc790\uc138\ud788 \ucd94\uc801 \ubc0f \ubd84\uc11d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubaa8\ub4e0 \uad8c\uc7a5 \uc0ac\ud56d\uc774 \uaddc\uc81c \ud45c\uc900\uc744 \ucda9\uc871\ud558\ub294\uc9c0 \ud655\uc778<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c \uad00\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uacc4\uc57d\uc11c, \ubcf4\uace0\uc11c \ubc0f \uacf5\uac1c \uc0ac\ud56d \uc800\uc7a5 \ubc0f \uac80\uc0c9<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc8fc\ubb38 \uad00\ub9ac, \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ud1b5\ud569 KYC\uc640 \uac19\uc740 \uae08\uc735 \uad00\ub828 \ubaa8\ub4c8\uc744 \ucd94\uac00\ud558\uc5ec \uc2e4\uc81c \uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774 \uc81c\ud488\uc740 \uc6a9\ub3c4\uac00 \ubcc0\uacbd\ub41c \uc601\uc5c5\uc6a9 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc544\ub2cc \uae08\uc735 \uc790\ubb38\uac00\ub97c \uc704\ud55c CRM\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c \uc139\uc158\uc5d0\uc11c\ub294 \ub370\uc774\ud130 \ucea1\ucc98\uc5d0\uc11c \uc138\ubd84\ud654, \uc790\ub3d9\ud654, AI \ubc0f \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uad6c\ud604\uc744 \uc704\ud55c \uc644\uc804\ud55c \ub85c\ub4dc\ub9f5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-build-the-data-foundation-360-degree-client-profiles-in-your-crm\">\ub370\uc774\ud130 \uae30\ubc18 \uad6c\ucd95 CRM\uc758 360\ub3c4 \uace0\uac1d \ud504\ub85c\ud544<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub294 \uae30\ubcf8 \ub370\uc774\ud130 \ud488\uc9c8\uacfc \uc644\uc804\uc131\ub9cc\ud07c\ub9cc \uac00\ub2a5\ud569\ub2c8\ub2e4. \uc624\ub798\ub41c \uc815\ubcf4\ub098 \ub204\ub77d\ub41c \ud544\ub4dc\ub85c \uac00\ub4dd \ucc2c CRM \uc194\ub8e8\uc158\uc740 \uc758\ubbf8 \uc788\ub294 \uc870\uc5b8\uc744 \uc81c\uacf5\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uac15\ub825\ud55c \uace0\uac1d \ud504\ub85c\ud544\uc744 \uad6c\ucd95\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc778 \uccab \ub2e8\uacc4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-data-points-to-capture\">\ucea1\ucc98\ud574\uc57c \ud560 \ud575\uc2ec \ub370\uc774\ud130 \ud3ec\uc778\ud2b8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uae30\uad00\uc740 \ub2e4\uc74c\uc744 \ud3ec\ud568\ud55c \ud3ec\uad04\uc801\uc778 \uace0\uac1d \uae30\ub85d\uc744 \ucea1\ucc98\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc778\uad6c \ud1b5\uacc4 \ubc0f \uc7ac\ubb34 \ub370\uc774\ud130:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac00\uad6c \uad6c\uc870 \ubc0f \uac00\uc871 \uad6c\uc131\uc6d0<\/li>\n\n\n\n<li>\uc18c\ub4dd \ubc0f \uace0\uc6a9 \uc0c1\ud0dc<\/li>\n\n\n\n<li>\ud22c\uc790 \uac00\ub2a5\ud55c \uc790\uc0b0 \ubc0f \ucd1d \uc21c\uc790\uc0b0<\/li>\n\n\n\n<li>\ubd80\ucc44 \ubc0f \ucc44\ubb34<\/li>\n\n\n\n<li>\ub0a9\uc138\uc9c0 \ubc0f \uac70\uc8fc\uc9c0<\/li>\n\n\n\n<li>\uc2dc\ubbfc\uad8c \ubc0f \uaddc\uc81c \uad00\ud560\uad8c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud22c\uc790 \uad00\ub828 \uc18d\uc131:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uad6c\uc870\ud654\ub41c \uc124\ubb38\uc9c0\ub97c \ud1b5\ud55c \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704 \uc810\uc218<\/li>\n\n\n\n<li>\uc190\uc2e4 \ud3c9\uac00 \uc6a9\ub7c9<\/li>\n\n\n\n<li>ESG \uae30\ubcf8 \uc124\uc815 \ubc0f \uc81c\uc678<\/li>\n\n\n\n<li>\uc720\ub3d9\uc131 \ubc94\uc704 \ubc0f \ubaa9\ud45c \ub2ec\uc131 \uc2dc\uac04<\/li>\n\n\n\n<li>\uc81c\ud488 \uc81c\ud55c \ubc0f \uc801\ud569\uc131 \uc81c\uc57d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud589\ub3d9 \ub370\uc774\ud130:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uacfc\uac70 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \ubc1c\uc0dd \uc2dc \ub300\uc751<\/li>\n\n\n\n<li>\ubbf8\ud305 \uae30\ub85d \ubc0f \ud1a0\ub860 \uc8fc\uc81c<\/li>\n\n\n\n<li>\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ubcf8 \uc124\uc815(\uc774\uba54\uc77c, \uc804\ud654, \ud3ec\ud138)<\/li>\n\n\n\n<li>\ub514\uc9c0\ud138 \ucc44\ub110 \uc0ac\uc6a9 \ubc0f \ucc38\uc5ec \ud328\ud134<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc591\uc2dd\uacfc KYC \uc6cc\ud06c\ud50c\ub85c\ub294 \uace0\uac1d \uc628\ubcf4\ub529 \uc2dc \uc774 \uc815\ubcf4\ub97c \ud55c \ubc88 \uc218\uc9d1\ud558\uc5ec CRM \ud504\ub85c\ud544\uc5d0 \uc790\ub3d9\uc73c\ub85c \ud478\uc2dc\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \ub3d9\uc77c\ud55c \uc9c8\ubb38\uc744 \ubc18\ubcf5\uc801\uc73c\ub85c \ubc1b\uc9c0 \uc54a\uc544\ub3c4 \ub418\uace0, \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc644\uc804\ud55c \ucd5c\uc2e0 \uc815\ubcf4\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enrich-profiles-with-kyc-onboarding-and-compliance-data\">KYC, \uc628\ubcf4\ub529, \uaddc\uc815 \uc900\uc218 \ub370\uc774\ud130\ub85c \ud504\ub85c\ud544 \uac15\ud654\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">KYC \ubc0f \uc801\ud569\uc131 \ub370\uc774\ud130\ub294 \uac1c\uc778\ud654\uc640 \ubcc4\uac1c\uc758 \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc774\ub4e4\uc740 \uac1c\uc778\ud654\uc758 \uadfc\uac04\uc785\ub2c8\ub2e4. \uc218\uc9d1\ud558\ub294 \ubaa8\ub4e0 \uaddc\uc81c \uc815\ubcf4\ub294 \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc778\ud654\ud558\ub294 \ubc29\ubc95\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc5d0 \ub0b4\uc7a5\ub41c \ub514\uc9c0\ud138 KYC\ub294 \uace0\uac1d\uc774 \uc911\ubcf5\ub41c \uc591\uc2dd\uc744 \uc791\uc131\ud560 \ud544\uc694 \uc5c6\uc774 \uac70\uc8fc\uc9c0, \uc790\uae08 \ucd9c\ucc98, PEP \uc0c1\ud0dc \ubc0f \uc704\ud5d8 \ubc94\uc8fc\ub97c \ud30c\uc545\ud569\ub2c8\ub2e4. \uc774 \ub370\uc774\ud130\ub294 CRM \ud504\ub85c\ud544\ub85c \ubc14\ub85c \uc774\ub3d9\ud558\uc5ec \uc2e4\ud589 \uac00\ub2a5\ud55c \uc0c1\ud0dc\ub85c \uc804\ud658\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc6a9\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc740 \uaddc\uc81c \uad00\ub828 \uc9c8\ubb38\uc744 \uac1c\uc778\ud654 \ub85c\uc9c1\uc5d0 \ub9e4\ud551\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc801\ud569\uc131 \uc124\ubb38\uc9c0\uc758 \uc704\ud5d8 \uc810\uc218\ub97c \ud1b5\ud574 \uace0\uac1d\uc744 \uc131\uc7a5\ud615, \uade0\ud615\ud615 \ub610\ub294 \ubc29\uc5b4\ud615 \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \uc790\ub3d9\uc73c\ub85c \ub9e4\ud551\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc870\uc138 \uac70\uc8fc\uc9c0\ub294 \uc801\uc808\ud55c \ud22c\uc790 \uc218\ub2e8\uacfc \uad00\ud560\uad8c\uc744 \uacb0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. ESG \uae30\ubcf8 \uc124\uc815\uc740 \ucd94\ucc9c\uc774 \uc774\ub8e8\uc5b4\uc9c0\uae30 \uc804\uc5d0 \uc0c1\ud488 \uc120\ubc18\uc744 \ud544\ud130\ub9c1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 KYC \ub2f5\ubcc0\uc740 \ubbfc\uac04 \uc740\ud589 \ubc0f \uaddc\uc81c \uae30\uad00\uc758 \ub370\uc774\ud130 \uad00\ub9ac \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \ud0c0\uc784\uc2a4\ud0ec\ud504\uac00 \ucc0d\ud600 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0 \uc800\uc7a5\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c\uc740 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\uc5c5\uc5d0\uac8c \uc88b\uc740 \ud61c\ud0dd\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc774\ub294 \ud544\uc218 \uc694\uac74\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub798\ub41c KYC \ub610\ub294 \ub9cc\ub8cc\ub41c \ubb38\uc11c\uc5d0 \ud50c\ub798\uadf8\ub97c \uc9c0\uc815\ud558\ub294 \uac04\ub2e8\ud55c \ub300\uc2dc\ubcf4\ub4dc\ub97c \uad6c\ucd95\ud558\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc0ac\uc804 \uc608\ubc29\uc801 \ud0dc\ub3c4\ub97c \uc720\uc9c0\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud50c\ub798\uadf8\ub294 \uaddc\uc815 \uc900\uc218 \uc694\uac74\uc774 \ucda9\uc871\ub420 \ub54c\uae4c\uc9c0 \uc0c8\ub85c\uc6b4 \ub9de\ucda4\ud615 \ud22c\uc790 \uc544\uc774\ub514\uc5b4\ub97c \ucc28\ub2e8\ud558\uc5ec \uace0\uac1d\uacfc \uae30\uad00 \ubaa8\ub450\ub97c \ubcf4\ud638\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-connect-portfolio-and-position-data-to-the-crm-profile\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \ud3ec\uc9c0\uc158 \ub370\uc774\ud130\ub97c CRM \ud504\ub85c\ud544\uc5d0 \uc5f0\uacb0\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc758\ubbf8 \uc788\ub294 \uc870\uc5b8\uc744 \uc81c\uacf5\ud558\ub824\uba74 CRM \uace0\uac1d \uae30\ub85d\uacfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uc720, \ud604\uae08 \ubc0f \uc131\uacfc \uac04\uc758 \uc2e4\uc2dc\uac04 \uc5f0\uacb0\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud574 \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ucd94\uc801, \ubd84\uc11d, \uad00\ub9ac\ud558\uc5ec \uac01 \uace0\uac1d\uc758 \uc790\uc0b0\uacfc \ud22c\uc790 \uc131\uacfc\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \ubcf4\ub2e4 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ubb34 \uc124\uacc4\uc0ac\uac00 \uace0\uac1d\uc758 \uc804\uccb4 \uc0c1\ud669\uc744 \ud30c\uc545\ud558\uae30 \uc704\ud574 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc744 \uc804\ud658\ud574\uc57c \ud55c\ub2e4\uba74 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub294 \ub3d9\uc77c\ud55c CRM \ub370\uc774\ud130\ubca0\uc774\uc2a4 \ub0b4\uc5d0 \uc788\uc73c\ubbc0\ub85c \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ud55c \ud654\uba74\uc5d0\uc11c \uc5c5\ubb34\uc640 \ud3ec\uc9c0\uc158\uc744 \ubaa8\ub450 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \uac80\ud1a0\ub97c \uc900\ube44\ud558\ub294 \ubc29\uc2dd\uc744 \ud601\uc2e0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud45c\uc2dc\ub418\ub294 \ud56d\ubaa9\uc5d0 \ub300\ud55c \uc2e4\uc81c\uc801\uc778 \uc608\uc2dc\uc785\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub2e8\uc77c \ubc1c\ud589\uc0ac \ub610\ub294 \uc139\ud130\uc5d0 \ub300\ud55c \uc9d1\uc911 \uc704\ud5d8<\/li>\n\n\n\n<li>\uc7ac\ud22c\uc790 \uacb0\uc815\uc774 \ud544\uc694\ud55c \ub2e4\uac00\uc624\ub294 \ucc44\uad8c \ub9cc\uae30<\/li>\n\n\n\n<li>\uacfc\ub3c4\ud55c \ubbf8\ud22c\uc790 \uc794\uc561\uc73c\ub85c \uc778\ud55c \ud604\uae08 \ub4dc\ub798\uadf8<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \ud3c9\uac00 \uc2dc \ud569\uc758\ub41c \uc804\ub7b5\uc801 \ud560\ub2f9\uc5d0\uc11c \ubc97\uc5b4\ub0a8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \ud5c8\uc6a9 \ubc94\uc704\ub97c \ubc97\uc5b4\ub098\uba74 \uc2dc\uc2a4\ud15c\uc774 \uc790\ub3d9 \uc54c\ub9bc\uc744 \ud2b8\ub9ac\uac70\ud558\uc5ec \ub9de\ucda4\ud615 \ub9ac\ubc38\ub7f0\uc2f1 \uc81c\uc548\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc9c4\uc815\ud55c \uace0\uac1d \uc11c\ube44\uc2a4\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ub41c \uc5f0\ub77d\ucc98 \uad00\ub9ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud1b5\ud569\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc77c\uc0c1 \uc5c5\ubb34\uc5d0\uc11c \uc2e4\uc6a9\uc801\uc774\uace0 \ub208\uc5d0 \uc798 \ub744\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc\uc640 \ud568\uaed8 \uace0\uac1d \uc120\ud638\ub3c4, \ucd5c\uadfc \uc0c1\ud638 \uc791\uc6a9 \ubc0f \uc608\uc815\ub41c \uc791\uc5c5\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ud654\uba74\uacfc \uc704\uc82f\uc740 CRM\uc744 \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc5d0\uc11c \uba85\ub839 \uc13c\ud130\ub85c \uc804\ud658\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-segment-clients-intelligently-to-scale-personalization\">\uc9c0\ub2a5\uc801\uc73c\ub85c \uace0\uac1d\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uac1c\uc778\ud654 \ud655\uc7a5\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\uaddc\ubaa8 \uc77c\ub300\uc77c \uac1c\uc778\ud654\ub294 CRM \ub0b4\ubd80\uc758 \uc2a4\ub9c8\ud2b8 \uc138\ubd84\ud654\ub97c \ud1b5\ud574 \uc131\uc7a5\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uace0\uac1d\uc5d0 \ub300\ud55c \uac1c\ubcc4 \uc811\uadfc \ubc29\uc2dd\uc744 \uc218\ub3d9\uc73c\ub85c \ub9cc\ub4e4 \uc218\ub294 \uc5c6\uc9c0\ub9cc \uacf5\ud1b5\ub41c \ud2b9\uc131\uc744 \uacf5\uc720\ud558\ub294 \uc138\uadf8\uba3c\ud2b8\ub97c \uc815\uc758\ud558\uace0 \uac01 \uadf8\ub8f9\uc5d0 \ub300\ud55c \uacbd\ud5d8\uc744 \ub514\uc790\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-basic-segmentation-dimensions\">\uae30\ubcf8 \uc138\ubd84\ud654 \ucc28\uc6d0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\ubcf8\uc801\uc778 \uc138\ubd84\ud654 \ud544\ub4dc\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ucc28\uc6d0<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc608\uc81c<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad00\ub9ac \uc911\uc778 \uc790\uc0b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>50\ub9cc \ubbf8\ub9cc, 50\ub9cc~200\ub9cc, 200\ub9cc~1000\ub9cc, 1000\ub9cc \uc774\uc0c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub77c\uc774\ud504 \uc2a4\ud14c\uc774\uc9c0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc800\ucd95, \uc740\ud1f4 \uc804, \uc740\ud1f4, \ubd80\ub3d9\uc0b0 \uacc4\ud68d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad00\ud560\uad8c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4 \uac70\uc8fc\uc790, EU \uac70\uc8fc\uc790, \uc601\uad6d \uac70\uc8fc\uc790, \ud574\uc678 \uac70\uc8fc\uc790<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \ud504\ub85c\ud544<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uc218\uc801, \ubcf4\ud1b5, \uade0\ud615, \uc131\uc7a5, \uacf5\uaca9\uc801<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc11c\ube44\uc2a4 \uacc4\uce35<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\ud0e0\ub2e4\ub4dc, \ud504\ub9ac\ubbf8\uc5c4, \ud504\ub77c\uc774\ube57 \ubc45\ud0b9, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc138\uadf8\uba3c\ud2b8\ub294 InvestGlass \ub0b4\uc5d0\uc11c \ud544\ub4dc \ub610\ub294 \ud0dc\uadf8\ub85c \uc124\uc815\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc801\uc808\ud558\uac8c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud544\ud130\ub9c1\ud558\uace0 \ud0c0\uac9f\ud305\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-advanced-segmentation-examples\">\uace0\uae09 \uc138\ubd84\ud654 \uc608\uc2dc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\ubcf8 \uc778\uad6c \ud1b5\uacc4\ub97c \ub6f0\uc5b4\ub118\uc5b4 \ubbf8\ubb18\ud55c \uc138\uadf8\uba3c\ud2b8\ub97c \ud3ec\ucc29\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2028\ub144 \uc774\uc804\uc5d0 \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8\uac00 \uc608\uc0c1\ub418\ub294 \ube44\uc988\ub2c8\uc2a4 \uc18c\uc720\uc790<\/li>\n\n\n\n<li>\ud22c\uc790 \uc635\uc158\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uac15\ub825\ud55c ESG \uc81c\uc678 \ud56d\ubaa9\uc774 \uc788\ub294 \uace0\uac1d<\/li>\n\n\n\n<li>\uc0c1\uc18d \ub610\ub294 \uc720\uc0b0 \ubd84\ubc30\uac00 \ubcf4\ub958 \uc911\uc778 \uac00\uad6c<\/li>\n\n\n\n<li>\uc0c1\ub2f9\ud55c \ubbf8\ud22c\uc790 \uc8fc\uc2dd \ubcf4\uc0c1\uc774 \uc788\ub294 \uc804\ubb38\uac00<\/li>\n\n\n\n<li>\ud2b9\uc815 \uc18c\ub4dd \ubd84\ubc30 \uc694\uac74\uc744 \uac16\ucd98 \ud1f4\uc9c1\uc790<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d\uc774 \uc784\uacc4\uac12\uc744 \ub118\uc73c\uba74 \uc790\ub3d9\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ub418\ub294 \ub3d9\uc801 \ubaa9\ub85d\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4. \uace0\uac1d\uc758 \uad00\ub9ac \uc790\uc0b0\uc774 100\ub9cc \uc2a4\uc704\uc2a4 \ud504\ub791\uc744 \ucd08\uacfc\ud558\uba74 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc8fc\uae30 \ubc0f \uc5b4\ub4dc\ubc14\uc774\uc800 \uc561\uc138\uc2a4 \uad8c\ud55c\uc774 \ub2e4\ub978 \uc0c1\uc704 \uc11c\ube44\uc2a4 \ub4f1\uae09 \uc138\uadf8\uba3c\ud2b8\ub85c \uc790\ub3d9\uc73c\ub85c \uc774\ub3d9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uad6c \ubc0f \uac1c\uc778 \uc218\uc900 \uc138\uadf8\uba3c\ud2b8\ub97c \ubaa8\ub450 \uace0\ub824\ud558\uc138\uc694. \ubc30\uc6b0\uc790, \uc0c1\uc18d\uc778 \ub610\ub294 \ubc95\uc778 \uc11c\uba85\uc778\uc758 \uad00\uc2ec\uc0ac, \uc120\ud638\ub3c4 \ub610\ub294 \uaddc\uc81c \uc0c1\ud0dc\uac00 \uae30\ubcf8 \uc5f0\ub77d\ucc98\uc640 \ub2e4\ub978 \uacbd\uc6b0 \uc774\ub4e4\uc744 \ubcc4\ub3c4\ub85c \ud0c0\uac9f\ud305\ud574\uc57c \ud558\ub294 \uacbd\uc6b0\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-use-behavioral-and-client-engagement-data-for-micro-segments\">\ub9c8\uc774\ud06c\ub85c \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub300\ud55c \ud589\ub3d9 \ubc0f \uace0\uac1d \ucc38\uc5ec \ub370\uc774\ud130 \uc0ac\uc6a9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\uad6c \ud1b5\uacc4\uc5d0 \uae30\ubc18\ud55c \uc815\uc801 \uc138\ubd84\ud654\ub9cc\uc73c\ub85c\ub294 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \ud589\ub3d9 \uc2e0\ud638\ub294 \uace0\uac1d\uc774 \uc2e4\uc81c\ub85c \ubb34\uc5c7\uc5d0 \uad00\uc2ec\uc774 \uc788\uace0 \uc5b4\ub5a4 \ubc29\uc2dd\uc73c\ub85c \ucc38\uc5ec\ud558\ub294 \uac83\uc744 \uc120\ud638\ud558\ub294\uc9c0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5919\">\ub9c8\ucf00\ud305<\/a> \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \ucc38\uc5ec \ud328\ud134\uc5d0 \ub530\ub77c \uace0\uac1d\uc5d0\uac8c \ud0dc\uadf8\ub97c \uc9c0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \ub17c\ud3c9\uc740 \uc5f4\uc9c0 \uc54a\uc9c0\ub9cc \uc138\uae08 \uc778\uc0ac\uc774\ud2b8\ub294 \ud56d\uc0c1 \uc77d\ub294 \uace0\uac1d\uc740 \ub204\uad6c\uc77c\uae4c\uc694? 2020\ub144 3\uc6d4 \ubcc0\ub3d9\uc131 \ud655\ub300 \uae30\uac04 \ub3d9\uc548 \ub9ac\uc2a4\ud06c \ud504\ub85c\ud544\uc744 \ub0ae\ucd98 \uace0\uac1d\uc740 \ub204\uad6c\uc77c\uae4c\uc694? 2023\ub144\uc5d0 \ubaa8\ubc14\uc77c \uc571 \uc0ac\uc6a9\ub7c9\uc774 \ud06c\uac8c \uc99d\uac00\ud55c \uace0\uac1d\uc740 \ub204\uad6c\uc778\uac00\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc774\ud06c\ub85c \uc138\uadf8\uba3c\ud2b8 \uc544\uc774\ub514\uc5b4\ub97c \uad6c\uccb4\ud654\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ubcc0\ub3d9\uc131\uc5d0 \ubbfc\uac10\ud569\ub2c8\ub2e4:<\/strong> \uacfc\uac70 \uc2dc\uc7a5 \uc870\uc815 \uc911\uc5d0 \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc5f0\ub77d\ud558\uac70\ub098 \ubcc0\uacbd\ud55c \uace0\uac1d<\/li>\n\n\n\n<li><strong>\ub514\uc9c0\ud138 \ucc38\uc5ec:<\/strong> \ud3ec\ud138 \ub85c\uadf8\uc778 \ube48\ub3c4 \ubc0f \uc774\uba54\uc77c \uc624\ud508\uc728\uc774 \ub192\uc740 \uace0\uac1d\uc0ac<\/li>\n\n\n\n<li><strong>\uc138\uae08\uc5d0 \uc9d1\uc911\ud558\uc138\uc694:<\/strong> \uc138\uae08 \uad00\ub828 \ucf58\ud150\uce20\uc5d0 \ub9ce\uc774 \ucc38\uc5ec\ud558\ub294 \uace0\uac1d<\/li>\n\n\n\n<li><strong>ESG \uc639\ud638\uc790:<\/strong> \uc9c0\uc18d\uac00\ub2a5\uc131 \ubcf4\uace0\uc11c \ubc0f \uc601\ud5a5\ub825 \uc9c0\ud45c\ub97c \uc790\uc8fc \ubcf4\ub294 \uace0\uac1d<\/li>\n\n\n\n<li><strong>\uc218\ub3d9\uc801\uc778 \uad00\ucc30\uc790:<\/strong> \ucc38\uc5ec\ub294 \uac70\uc758 \ud558\uc9c0 \uc54a\uc9c0\ub9cc \uc548\uc815\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc720\uc9c0\ud558\ub294 \uace0\uac1d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ub9c8\uc774\ud06c\ub85c \uc138\uadf8\uba3c\ud2b8\ub294 \ud2b9\uc815 \ub9c8\ucf00\ud305 \ucea0\ud398\uc778\uc744 \uc8fc\ub3c4\ud569\ub2c8\ub2e4. \ubcc0\ub3d9\uc131\uc5d0 \ubbfc\uac10\ud55c \uace0\uac1d\uc5d0\uac8c\ub294 \ubd88\ud655\uc2e4\ud55c \uc2dc\uae30\uc5d0 \uc7a5\uae30 \ud22c\uc790\uc5d0 \ub300\ud55c \uad50\uc721 \ucf58\ud150\uce20\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucc38\uc5ec\ub3c4\uac00 \ub192\uc740 \ub3c5\uc790\ub294 \uc0c8\ub85c\uc6b4 \ud22c\uc790 \ud14c\ub9c8\uc5d0 \ub300\ud55c \uc0ac\uace0 \ub9ac\ub354\uc2ed\uc744 \uc870\uae30\uc5d0 \uc811\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \ubaa8\ub378\uc740 \ub098\uc911\uc5d0 \uc5d0\ub108\uc9c0 \uc804\ud658, \uc0ac\ubaa8 \uc2dc\uc7a5 \ub610\ub294 \ub300\uccb4 \uc790\uc0b0\uacfc \uac19\uc740 \ud2b9\uc815 \ud14c\ub9c8\uc5d0 \ud22c\uc790\ud560 \uac00\ub2a5\uc131\uc744 \uc608\uce21\ud558\uc5ec \uc774\ub7ec\ud55c \uc138\uadf8\uba3c\ud2b8\ub97c \uc138\ubd84\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \uc138\ubd84\ud654\uac00 \uc0ac\ud6c4 \ub300\uc751\uc5d0\uc11c \uc608\uce21\uc73c\ub85c \uc804\ud658\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-47.png\" alt=\"CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc7ac\ubb34 \uc870\uc5b8\uc744 \ub9de\ucda4\ud654\ud558\ub294 \ubc29\ubc95\" class=\"wp-image-49052\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-47.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-47-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-47-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-design-personalized-client-journeys-inside-your-crm\">CRM \ub0b4\uc5d0\uc11c \uac1c\uc778\ud654\ub41c \uace0\uac1d \uc5ec\uc815 \uc124\uacc4\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\uadf8\uba3c\ud2b8\uac00 \uc874\uc7ac\ud558\uba74 \uae30\uc5c5\uc740 \uace0\uac1d\uc774 \uacbd\ud5d8\ud558\ub294 \uc2e4\uc81c \uc5ec\uc815\uc744 \ub9e4\ud551\ud574\uc57c \ud569\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \uc628\ubcf4\ub529, \uc5f0\ub840 \ub9ac\ubdf0, \uc774\ubca4\ud2b8 \uc911\uc2ec \ud64d\ubcf4, \uc11c\ube44\uc2a4 \uc694\uccad \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uac01 \uc5ec\uc815\uc740 \uc138\uadf8\uba3c\ud2b8 \ubc0f \uac1c\ubcc4 \uc18d\uc131\uc5d0 \ub530\ub77c \uac1c\uc778\ud654\ud560 \uc218 \uc788\ub294 \uc77c\ub828\uc758 \ud130\uce58\ud3ec\uc778\ud2b8\ub97c \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \ub610\ud55c CRM \uc2dc\uc2a4\ud15c\uc740 \uc774\ub7ec\ud55c \uc5ec\uc815 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc9c0\uc18d\uc801\uc778 \uac1c\uc778\ud654 \uc811\uc810\uc744 \uc9c0\uc6d0\ud568\uc73c\ub85c\uc368 \uae30\uc874 \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uace0 \uac15\ud654\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144\uc758 \uc77c\ubc18\uc801\uc778 \uc628\ubcf4\ub529 \uc5ec\uc815\uc5d0\ub294 \ub514\uc9c0\ud138 \uc591\uc2dd, \uc804\uc790 \uc11c\uba85, \ud658\uc601 \uc774\uba54\uc77c, \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c \uc0dd\uc131\ub41c \uccab \ubc88\uc9f8 \uc790\ubb38 \uc81c\uc548, \uc18c\uac1c \ubbf8\ud305\uc774 \ud3ec\ud568\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \ub2e8\uacc4\ub294 \uace0\uac1d \uc720\ud615, \uad00\ud560 \uc9c0\uc5ed \ubc0f \uc11c\ube44\uc2a4 \uacc4\uce35\uc5d0 \ub530\ub77c \uc870\uc815\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \uc0ac\uc6a9\ud558\uba74 \ub2e8\uacc4, \uc18c\uc720\uc790, \ub300\uae30 \uc2dc\uac04 \ubc0f \uc870\uac74\uc744 \uc815\uc758\ud558\ub294 \uc2dc\uac01\uc801 \uc5ec\uc815 \ub2e4\uc774\uc5b4\uadf8\ub7a8\uc744 \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc740 \ub354 \ub9ce\uc740 \uc811\uc810\uacfc \ub354 \ub192\uc740 \uc218\uc900\uc758 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uc5ec\uc815\uc744 \uac00\uc9c8 \uc218 \uc788\ub294 \ubc18\uba74, \ub300\ub7c9 \uc790\uc0b0\uac00 \ud22c\uc790\uc790\ub294 \uc218\ub3d9 \uac1c\uc785\uc774 \uc801\uc740 \uc790\ub3d9\ud654\ub41c \uacbd\ub85c\ub97c \ub530\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc11c\ube44\uc2a4 \uc218\uc900\uc5d0 \ub530\ub77c \uc5ec\uc815 \uc8fc\uae30\uac00 \ub2ec\ub77c\uc838\uc57c \ud569\ub2c8\ub2e4. \ucd5c\uc0c1\uc704 \ub4f1\uae09 \uace0\uac1d\uc740 \uc804\ub2f4 \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \ubd84\uae30\ubcc4 \uac80\ud1a0\ub97c \ubc1b\uc744 \uc218 \uc788\uc73c\uba70, \uc18c\uaddc\ubaa8 \uacc4\uc815\uc740 \ub354 \ub9ce\uc740 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \ubc18\uae30\ubcc4 \uc810\uac80\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uc815 \uba54\ud2b8\ub9ad\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \ub9ac\ub4dc\uc5d0\uc11c \uc790\uae08\uc774 \uc785\uae08\ub41c \uacc4\uc88c\uae4c\uc9c0 \uac78\ub9b0 \uc2dc\uac04, \uacc4\uc88c \uac1c\uc124\uc5d0\uc11c \uccab \ud22c\uc790 \ud2f0\ucf13\uae4c\uc9c0 \uac78\ub9b0 \uc2dc\uac04, \uc8fc\uc694 \ub9c8\uc77c\uc2a4\ud1a4\uc758 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ucd94\uc801\ud558\uc138\uc694. \uc774\ub7ec\ud55c \ubcf4\uace0 \ub3c4\uad6c\ub294 \ubcd1\ubaa9 \ud604\uc0c1\uc744 \ud30c\uc545\ud558\uace0 \uacbd\ud5d8\uc744 \ucd5c\uc801\ud654\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-onboarding-journeys-that-collect-data-and-deliver-quick-wins\">\ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\uace0 \ube60\ub978 \uc131\uacfc\ub97c \ub2ec\uc131\ud558\ub294 \uc628\ubcf4\ub529 \uc5ec\uc815<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uacc4\uc815 \uac1c\uc124 \ud6c4 \uccab 90\uc77c\uc740 \uac1c\uc778\ud654 \ubc0f \uc2e0\ub8b0\uc5d0 \ub300\ud55c \uc778\uc2dd\uc744 \uacb0\uc815\ud558\ub294 \uc911\uc694\ud55c \uc2dc\uae30\uc785\ub2c8\ub2e4. \uace0\uac1d\uc740 \ucd08\uae30 \uc0c1\ud638\uc791\uc6a9\uc758 \ub290\ub08c\uc5d0 \ub530\ub77c \uc9c0\uc18d\uc801\uc778 \uc778\uc0c1\uc744 \ud615\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc740 \ub2f5\ubcc0\uc5d0 \ub530\ub77c \uc9c8\ubb38\uc744 \ubd84\uae30\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubc95\uc778 \uacc4\uc815\uc740 \uac1c\uc778 \uacc4\uc815\uacfc \ub2e4\ub978 \uc591\uc2dd\uc744 \ubcf4\uac8c \ub429\ub2c8\ub2e4. \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \uace0\uac1d\uc740 \ucd94\uac00\uc801\uc778 \uaddc\uc81c \uad00\ub828 \uc9c8\ubb38\uc744 \uc720\ubc1c\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc801\uc751\ud615 \uc811\uadfc \ubc29\uc2dd\uc740 \ub9c8\ucc30\uc744 \uc904\uc774\uba74\uc11c \uc644\ubcbd\ud55c \ub370\uc774\ud130 \ucea1\ucc98\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ud504\ub85c\ud544 \ub370\uc774\ud130, \uc704\ud5d8 \uc810\uc218, \uae30\ubcf8 \uc790\uc0b0 \ubc30\ubd84 \ubaa8\ub378\uc5d0\uc11c \uc0dd\uc131\ub41c \uccab \ubc88\uc9f8 \ub9de\ucda4\ud615 \uc81c\uc548\uc744 \uc81c\uacf5\ud558\uba74 \uc989\uac01\uc801\uc778 \uac00\uce58\ub97c \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc790\uc2e0\uc758 \uc758\uacac\uc774 \uc911\uc694\ud558\ub2e4\ub294 \uac83\uc744 \uc54c\uace0 \uccab\ub0a0\ubd80\ud130 \ucd94\ucc9c\uc744 \uad6c\uccb4\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uc815\uc5d0 \uad00\uacc4 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \uc791\uc5c5\uc744 \ud3ec\ud568\ud558\uc138\uc694. \ud3ec\ud138\uc744 \uc5f4\uc5c8\uc9c0\ub9cc 48\uc2dc\uac04 \uc774\ub0b4\uc5d0 \ubb38\uc11c\uc5d0 \uc11c\uba85\ud558\uc9c0 \uc54a\ub294 \uace0\uac1d\uc5d0\uac8c\ub294 \uc804\ud654 \ud1b5\ud654 \uc791\uc5c5\uc744 \ud2b8\ub9ac\uac70\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc801 \uc811\uc810\uc740 \uc790\ub3d9\ud654\ub97c \ubcf4\uc644\ud558\uace0 \uace0\uac1d\uc774 \ub204\ub77d\ub418\ub294 \uac83\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac10\uc0ac \ubc0f \uaddc\uc81c \uac80\ud1a0\ub97c \uc704\ud574 \uc628\ubcf4\ub529 \uc911 \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uacfc \uc2b9\uc778\uc744 \uae30\ub85d\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \ubb38\uc11c\ub294 \uae30\uad00\uc744 \ubcf4\ud638\ud558\uace0 \uc5c5\uacc4 \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \uc788\uc74c\uc744 \uc785\uc99d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-lifecycle-journeys-for-reviews-rebalancing-and-life-events\">\ub9ac\ubdf0, \uc7ac\uc870\uc815 \ubc0f \uc0dd\ud65c \uc774\ubca4\ud2b8\ub97c \uc704\ud55c \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc5ec\uc815<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc791\uc5c5, \uce98\ub9b0\ub354 \ucd08\ub300, CRM \ub370\uc774\ud130\uc5d0\uc11c \uac00\uc838\uc628 \ubbf8\ub9ac \uc791\uc131\ub41c \uac80\ud1a0 \ubcf4\uace0\uc11c\ub97c \ud1b5\ud574 \uc5f0\uac04 \ub610\ub294 \ubc18\uae30\ubcc4 \uac80\ud1a0 \uc5ec\uc815\uc744 \uc790\ub3d9\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc900\ube44\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uc744 \uc904\uc774\uace0 \uc758\ubbf8 \uc788\ub294 \ub300\ud654\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \ud5c8\uc6a9 \ubc94\uc704\ub97c \ubc97\uc5b4\ub098\uba74 \uacbd\uace0\ub97c \ubc1c\ub3d9\ud558\uc5ec \ub9de\ucda4\ud615 \ub9ac\ubc38\ub7f0\uc2f1 \uc81c\uc548\uc744 \ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc77c\ubc18\uc801\uc778 \uc2dc\uc7a5 \ub17c\ud3c9\uc774 \uc544\ub2cc \ud2b9\uc815 \uc704\ud5d8 \ud504\ub85c\ud544\uacfc \ubaa9\ud45c\ub97c \ucc38\uc870\ud558\uc5ec \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc870\uc815\uc774 \ud544\uc694\ud55c \uc774\uc720\ub97c \uc124\uba85\ud558\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ubc1b\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc758 \ub77c\uc774\ud504 \uc774\ubca4\ud2b8 \ud2b8\ub9ac\uac70\ub294 \uac15\ub825\ud55c \uac1c\uc778\ud654 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub2e4\uac00\uc624\ub294 \uc740\ud1f4 \ub0a0\uc9dc\ub85c \uc778\ud574 \uc18c\ub4dd \uacc4\ud68d\uc5d0 \ub300\ud55c \ub300\ud654\uac00 \uc2dc\uc791\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>2026\ub144 \uc635\uc158 \ubd80\uc5ec\ub85c \uc138\uae08 \ucd5c\uc801\ud654 \ub17c\uc758 \ucd09\ubc1c<\/li>\n\n\n\n<li>2025\ub144 \uc608\uc0c1\ub418\ub294 \ubd80\ub3d9\uc0b0 \ub9e4\uc785\uc73c\ub85c \uc720\ub3d9\uc131 \uacc4\ud68d \uc218\ub9bd<\/li>\n\n\n\n<li>\uc131\uc778\uc774 \ub41c \uc790\ub140\uac00 \uac00\uc871 \uc790\uc0b0\uc5d0 \ub300\ud55c \ub300\ud654\ub97c \uc2dc\uc791\ud558\ub294 \ubc29\ubc95<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ud2b8\ub9ac\uac70\ub294 \ud2b9\uc815 \ubaa9\ud45c \ubc0f \uc77c\uc815\uc5d0 \ub9de\ucdb0 \uc870\uc5b8\uc744 \uc5f0\uacb0\ud558\ub294 \ub9de\ucda4\ud615 \ucf58\ud150\uce20\uc640 \ubbf8\ud305 \ucd08\ub300\ub97c \ubcf4\ub0c5\ub2c8\ub2e4. \uc740\ud1f4\uac00 \ub2e4\uac00\uc624\ub294 \uace0\uac1d\uc5d0\uac8c\ub294 \uc801\ub9bd\uc774 \ud55c\ucc3d\uc778 \uc2dc\uae30\uc758 \uace0\uac1d\uacfc\ub294 \ub2e4\ub978 \ucf58\ud150\uce20\uac00 \uc804\uc1a1\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\ud560\uad8c\uc5d0 \ub530\ub77c \uc5ec\uc815\uc744 \uc870\uc815\ud574\uc57c \ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \uac70\uc8fc\uc790\ub294 EU \ub610\ub294 \uc601\uad6d \uac70\uc8fc\uc790\uc640\ub294 \ub2e4\ub978 \uc138\uae08 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. CRM\uc740 \uace0\uac1d \ud504\ub85c\ud544 \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \uc774\ub7ec\ud55c \ubcc0\ud654\ub97c \uc790\ub3d9\uc73c\ub85c \ucc98\ub9ac\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-workflow-automation-to-deliver-timely-relevant-advice\">\uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc2dc\uc758\uc801\uc808\ud558\uace0 \uad00\ub828\uc131 \uc788\ub294 \uc870\uc5b8 \uc81c\uacf5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4\uc758 \uc790\ub3d9\ud654\ub294 \uace0\uac1d\uc5d0\uac8c \uc77c\ubc18\uc801\uc778 \uba54\uc2dc\uc9c0\ub97c \uc2a4\ud338\uc73c\ub85c \ubcf4\ub0b4\ub294 \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc801\uc808\ud55c \ucc44\ub110\uc744 \ud1b5\ud574 \uc801\uc2dc\uc5d0 \uc801\uc808\ud55c \uba54\uc2dc\uc9c0\ub97c \ubcf4\ub0b4\ub294 \uac83\uc785\ub2c8\ub2e4. \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc790\ub3d9\ud654\ub97c \uc798 \uc218\ud589\ud558\uba74 \ub300\ub7c9 \ub9c8\ucf00\ud305\uc774 \uc544\ub2cc \uc138\uc2ec\ud55c \uc11c\ube44\uc2a4\ucc98\ub7fc \ub290\uaef4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud68c\uc758 \ud6c4 \ud6c4\uc18d \uc870\uce58, \ub9cc\uae30 \uc0c1\ud488 \uc54c\ub9bc, \uc0dd\uc77c \ub610\ub294 \uae30\ub150\uc77c \uba54\uc2dc\uc9c0\uc640 \uac19\uc740 \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc744 \uaddc\uc815 \uc900\uc218 \ud15c\ud50c\ub9bf\uc73c\ub85c \uc790\ub3d9\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uc810\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc2dc\uac04\uc744 \uc18c\ube44\ud558\uc9c0 \uc54a\uace0\ub3c4 \ucc38\uc5ec\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uccb4\uc801\uc778 \uc790\ub3d9\ud654 \uc608\ub85c \uace0\uac1d\uc774 \uc790\uc0b0\uc758 10%\ub97c 30\uc77c \uc774\uc0c1 \ud604\uae08\uc73c\ub85c \ubcf4\uc720\ud558\uace0 \uc788\ub294 \uacbd\uc6b0\ub97c \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uac10\uc9c0\ud55c\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\uba74 \uace0\uac1d\uc758 \uc704\ud5d8 \ud504\ub85c\ud544\uacfc \ud604\uc7ac \uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \ub530\ub77c \uc801\ud569\ud55c \ud22c\uc790 \uc635\uc158\uc744 \uc81c\uc548\ud558\ub294 \uc54c\ub9bc\uc774 \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc804\uc1a1\ub429\ub2c8\ub2e4. \uadf8\ub7ec\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud604\uae08\uc774 \uc870\uc6a9\ud788 \uc218\uc775\ub960\uc744 \ub5a8\uc5b4\ub728\ub9ac\ub3c4\ub85d \ub0b4\ubc84\ub824\ub450\uc9c0 \uc54a\uace0 \ub9de\ucda4\ud615 \ucd94\ucc9c\uc744 \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654 \uaddc\uce59\uc740 \ud56d\uc0c1 CRM\uc5d0 \uae30\ub85d\ub41c \uc801\ud569\uc131 \ud544\ud130\uc640 \ud604\uc9c0 \uc0c1\ud488 \uc81c\ud55c \uc0ac\ud56d\uc744 \uc900\uc218\ud574\uc57c \ud569\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub294 \uace0\uac1d\uc758 \uaddc\uc81c \uc0c1\ud0dc\ub098 \uba85\uc2dc\ub41c \uc120\ud638\ub3c4\uc5d0 \ub530\ub77c \uace0\uac1d\uc774 \ubc1b\uc744 \uc218 \uc5c6\ub294 \ud22c\uc790\ub97c \uc81c\uc548\ud574\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc601\ud5a5\ub825\uc774 \ud070 \uba87 \uac00\uc9c0 \uc790\ub3d9\ud654\ub85c \uc2dc\uc791\ud558\uc5ec \ud53c\ub4dc\ubc31\uc744 \ubc14\ud0d5\uc73c\ub85c \uac1c\uc120\ud55c \ud6c4 \ud655\uc7a5\ud558\uc138\uc694. \ucc98\uc74c\ubd80\ud130 \uacfc\ub3c4\ud55c \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1\uc744 \ud558\uba74 \uc0c1\ub2f4\uc6d0\uc774 \uad00\ub9ac\ud558\uae30 \uc5b4\ub824\uc6b4 \ubcf5\uc7a1\uc131\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-trigger-based-alerts-tied-to-portfolios-and-markets\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc2dc\uc7a5\uacfc \uc5f0\uacc4\ub41c \ud2b8\ub9ac\uac70 \uae30\ubc18 \uc54c\ub9bc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\uc640 \uace0\uac1d \uc120\ud638\ub3c4\ub97c \uacb0\ud569\ud55c \uc54c\ub9bc\uc744 \uad6c\uc131\ud558\uba74 \uc801\uc2dc\uc5d0 \uc5f0\ub77d\ud560 \uc218 \uc788\ub294 \uac15\ub825\ud55c \uae30\ud68c\ub97c \ucc3d\ucd9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e8\uc21c\ud55c \uce98\ub9b0\ub354 \uc54c\ub9bc\uc744 \ub118\uc5b4 \uac00\uce58\ub97c \ub354\ud558\ub294 \uc9c4\uc815\ud55c \uae08\uc735 \ub3c4\uad6c\ub85c \ud65c\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\ub294 \uc774\ubca4\ud2b8 \uc720\ud615:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc774\ubca4\ud2b8 \uc720\ud615<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc7a0\uc7ac\uc801 \uc870\uce58<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ucc44\uad8c \ub9cc\uae30<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud604\uc7ac \uae08\ub9ac\ub97c \uae30\uc900\uc73c\ub85c \ud55c \uc7ac\ud22c\uc790 \uc81c\uc548<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uc720 \uc8fc\uc2dd\uc5d0 \ub300\ud55c \ubc30\ub2f9\uae08 \uc0ad\uac10<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc601\ud5a5 \ubd84\uc11d \ubc0f \ub300\uc548 \ub17c\uc758<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uc548 \ub4f1\uae09 \ud558\ud5a5 \uc870\uc815<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \ud3c9\uac00 \ubc0f \uc7a0\uc7ac\uc801 \ub9ac\ubc38\ub7f0\uc2f1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub300\uccb4 \ud22c\uc790\uc5d0 \ub300\ud55c \ub9cc\uae30 \uc7a0\uadf8\uae30<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc720\ub3d9\uc131 \uc635\uc158 \ubc0f \uc7ac\ud22c\uc790 \uacc4\ud68d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc911\uc559\uc740\ud589 \uae08\ub9ac \uacb0\uc815<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uae08\ub9ac\uc5d0 \ubbfc\uac10\ud55c \uace0\uac1d\uc744 \uc704\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc601\ud5a5 \uac80\ud1a0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc911\uc694\ud55c \uc9c0\uc218 \uc774\ub3d9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcc0\ub3d9\uc131\uc5d0 \ubbfc\uac10\ud55c \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub300\ud55c \uc120\uc81c\uc801 \uc9c0\uc6d0<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\ub294 InvestGlass \ub0b4\uc5d0\uc11c \uc774\ub7ec\ud55c \uc54c\ub9bc\uc744 \uc218\uc2e0\ud558\uace0 \uc774\uba54\uc77c \ub610\ub294 \uace0\uac1d \ud3ec\ud138\uc744 \ud1b5\ud574 \ubc18\uc790\ub3d9\uc774\uc9c0\ub9cc \uac1c\uc778\ud654\ub41c \uba54\uc2dc\uc9c0\ub97c \ubcf4\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uba54\uc2dc\uc9c0\ub294 \uace0\uac1d\uc758 \ud2b9\uc815 \ubcf4\uc720 \uc790\uc0b0\uacfc \uc120\ud638\ub3c4\ub97c \uc5b8\uae09\ud558\uae30 \ub54c\ubb38\uc5d0 \uac1c\uc778\ud654\ub41c \ub290\ub08c\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-but-personal-communication-campaigns\">\uc790\ub3d9\ud654\ub418\uc5c8\uc9c0\ub9cc \uac1c\uc778\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ucea0\ud398\uc778<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4\ubd80\uc758 \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uace0\uac1d\uc740 \uc704\ud5d8 \ud504\ub85c\ud544, \uc9c0\uc5ed \ubc0f \uad00\uc2ec\uc0ac\uc5d0 \ub530\ub77c \ub2e4\uc591\ud55c \ucf58\ud150\uce20 \uc2a4\ud2b8\ub9bc\uc744 \uc218\uc2e0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9ce\uc740 \uae08\uc735 \uc11c\ube44\uc2a4 \uc804\ubb38\uac00\ub4e4\uc774 CRM \ud22c\uc790\ub85c \uc989\uac01\uc801\uc778 \ud6a8\uacfc\ub97c \ubcf4\uace0 \uc788\ub294 \ubd84\uc57c\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucf58\ud150\uce20 \ud14c\ub9c8\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2a4\uc704\uc2a4 \uac70\uc8fc\uc790\ub97c \uc704\ud55c \uc740\ud1f4 \uacc4\ud68d \uc804\ub7b5<\/li>\n\n\n\n<li>\uc720\ub7fd \uc8fc\uc2dd\uc5d0 \ub300\ud55c \uc9c0\uc18d \uac00\ub2a5\ud55c \ud22c\uc790<\/li>\n\n\n\n<li>\uac00\uc871 \uae30\uc5c5\uc744 \uc704\ud55c \uc2b9\uacc4 \uacc4\ud68d<\/li>\n\n\n\n<li>\ud574\uc678 \uace0\uac1d\uc744 \uc704\ud55c \uc138\uae08 \ucd5c\uc801\ud654<\/li>\n\n\n\n<li>\uc790\uaca9\uc744 \uac16\ucd98 \ud22c\uc790\uc790\ub97c \uc704\ud55c \uc0ac\ubaa8 \uc2dc\uc7a5 \uae30\ud68c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud15c\ud50c\ub9bf\uc740 \uace0\uac1d \uc774\ub984, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc30\ubd84 \ubc94\uc704 \ub610\ub294 \ubaa9\ud45c \uc9c4\ub3c4\uc728\uacfc \uac19\uc740 \uac1c\uc778\ud654\ub41c \ub370\uc774\ud130\ub97c \uc0bd\uc785\ud569\ub2c8\ub2e4. \uc740\ud1f4 \ubaa9\ud45c\uc5d0 70% \ub3c4\ub2ec\ud55c \uace0\uac1d\uc5d0\uac8c\ub294 \uc774\uc81c \ub9c9 \uc5ec\uc815\uc744 \uc2dc\uc791\ud55c \uace0\uac1d\uacfc\ub294 \ub2e4\ub978 \uba54\uc2dc\uc9c0\uac00 \uc804\ub2ec\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube48\ub3c4 \uc81c\ud55c\uacfc \uba85\ud655\ud55c \uc218\uc2e0 \uac70\ubd80 \uc635\uc158\uc744 \ud1b5\ud574 \ud53c\ub85c\ub97c \ubc29\uc9c0\ud558\uace0 GDPR \ubc0f \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uacfc \uac19\uc740 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uaddc\uc815\uc744 \uc900\uc218\ud569\ub2c8\ub2e4. \uad00\ub828\uc131 \uc788\ub294 \ucf58\ud150\uce20\ub77c\uace0 \ud574\ub3c4 \ud3ed\uaca9\uc744 \ubc1b\uace0 \uc2f6\uc740 \uc0ac\ub78c\uc740 \uc544\ubb34\ub3c4 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\ubaa9\uacfc \ucf58\ud150\uce20 \uc720\ud615\uc5d0 \ub300\ud55c B \ud14c\uc2a4\ud2b8\ub97c \ud1b5\ud574 \ub2e4\uc591\ud55c \uc5f0\ub839\ub300 \ubc0f \uc790\uc0b0 \uacc4\uce35\uc5d0\uc11c \uacf5\uac10\uc744 \ubd88\ub7ec\uc77c\uc73c\ud0a4\ub294 \uac83\uc774 \ubb34\uc5c7\uc778\uc9c0 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130 \uae30\ubc18 \ucd5c\uc801\ud654\ub294 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \ucea0\ud398\uc778 \uc131\uacfc\ub97c \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leverage-ai-for-deeper-insights-and-recommendations\">AI\ub97c \ud65c\uc6a9\ud558\uc5ec \uc2ec\uce35\uc801\uc778 \uc778\uc0ac\uc774\ud2b8 \ubc0f \ucd94\ucc9c \uc81c\uacf5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \uc0ac\ub78c\uc758 \uc870\uc5b8\uc744 \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uac15\ud654\ud574\uc57c \ud569\ub2c8\ub2e4. \uac00\uc7a5 \ud6a8\uacfc\uc801\uc778 \uad6c\ud604\uc740 AI\ub97c \uc0ac\uc6a9\ud558\uc5ec CRM \ub370\uc774\ud130\uc5d0 \uc228\uaca8\uc9c4 \uad00\ub828 \uc778\uc0ac\uc774\ud2b8\ub97c \uac15\uc870\ud568\uc73c\ub85c\uc368 \uc7ac\ubb34 \uc0c1\ub2f4\uc0ac\uac00 \uac00\uc7a5 \uc911\uc694\ud55c \ubd80\ubd84\uc5d0 \uc804\ubb38\uc131\uc744 \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 AI\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud328\ud134, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc, \uc2dc\uc7a5 \ub370\uc774\ud130\ub97c \ubd84\uc11d\ud558\uc5ec \ucc28\uc120\ucc45\uc744 \uc81c\uc548\ud569\ub2c8\ub2e4. \ub610\ud55c CRM \uc2dc\uc2a4\ud15c \ub0b4\uc758 \uace0\uae09 \ubd84\uc11d\uc740 \uc2e4\ud589 \uac00\ub2a5\ud55c \uc778\ud154\ub9ac\uc804\uc2a4\uc640 \ud2b8\ub80c\ub4dc \uc2dd\ubcc4\uc744 \uc81c\uacf5\ud558\uc5ec \uc7ac\ubb34 \uc124\uacc4\uc0ac\uac00 \uace0\uac1d\uc744 \uc704\ud574 \ub354 \ub9ce\uc740 \uc815\ubcf4\ub97c \ubc14\ud0d5\uc73c\ub85c \uac1c\uc778\ud654\ub41c \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad8c\uc7a5 \uc0ac\ud56d\uc740 \ubc29\ub300\ud55c \uace0\uac1d \ubaa9\ub85d\uc5d0\uc11c \ub208\uc5d0 \ub744\uc9c0 \uc54a\uc744 \uc218 \uc788\ub294 \uae30\ud68c\uc640 \uc704\ud5d8\uc744 \ub4dc\ub7ec\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \uae30\uad00\uc744 \uc704\ud55c \ubaa8\ub4e0 AI \uc9c0\uc6d0 \uad8c\uc7a5 \uc0ac\ud56d\uc5d0\ub294 \uc124\uba85 \uac00\ub2a5\uc131\uacfc \uac10\uc0ac \uac00\ub2a5\uc131\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uace0\ubb38\uacfc \uaddc\uc815 \uc900\uc218 \ud300\uc740 AI\uac00 \ud2b9\uc815 \uc870\uce58\ub97c \uc81c\uc548\ud55c \uc774\uc720\ub97c \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4. \ube14\ub799\ubc15\uc2a4 \ucd94\ucc9c\uc740 \uc6a9\ub0a9\ud560 \uc218 \uc5c6\ub294 \uc704\ud5d8\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uc0ac\ub78c\uc758 \uac10\ub3c5\uc774 \ub0b4\uc7a5\ub41c \uac10\ub3c5\ud615 AI \uc0ac\uc6a9 \uc0ac\ub840\ubd80\ud130 \uc2dc\uc791\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\uba54\uc77c \ucd08\uc548 \uc791\uc131 \uc9c0\uc6d0, \uc81c\uc548\uc11c \uc0dd\uc131, \uc704\ud5d8 \uacbd\uace0 \uc6b0\uc120\uc21c\uc704 \uc9c0\uc815\uc740 \ubaa8\ub450 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \ud1b5\uc81c\uad8c\uc744 \uc720\uc9c0\ud558\uba74\uc11c AI\uc758 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 AI \uacb0\uacfc\ubb3c\uc740 \uc5c4\uaca9\ud55c \uc694\uac74\uc744 \uac16\ucd98 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uae30\uc5c5\uc758 \uacbd\uc6b0 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud558\ub294 \uac83\uc774 \uc774\uc0c1\uc801\uc774\uba70, CRM\uc758 \uc548\uc804\ud558\uace0 \uc8fc\uad8c\uc801\uc778 \ud658\uacbd \ub0b4\uc5d0 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-predictive-models-for-churn-opportunities-and-risk\">\uc774\ud0c8, \uae30\ud68c \ubc0f \uc704\ud5d8\uc5d0 \ub300\ud55c \uc608\uce21 \ubaa8\ub378<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \ucc38\uc5ec\ub3c4 \uac10\uc18c, \uacc4\uc88c \uc774\uccb4, \ubbf8\ud305 \ucc38\uc11d\ub960 \uac10\uc18c\uc640 \uac19\uc740 \uace0\uac1d \uc774\ud0c8\uc758 \ucd08\uae30 \uc9d5\ud6c4\ub97c \ud3ec\ucc29\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc774\ud0c8 \uc2e0\ud638\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc790\uc0b0\uc774 \uc774\ud0c8\ud558\uae30 \uc804\uc5d0 \uac1c\uc785\ud560 \uc218 \uc788\ub294 \uc2dc\uac04\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\ud68c \ubaa8\ub378\uc740 \uc789\uc5ec \ud604\uae08\uc774 \uc788\uac70\ub098 \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8\uac00 \uc608\uc815\ub418\uc5b4 \uc788\uac70\ub098 \uc794\uc561\uc774 \uc99d\uac00\ud558\uc5ec \uc120\uc81c\uc801\uc73c\ub85c \uc5f0\ub77d\ud560 \ud544\uc694\uac00 \uc788\ub294 \uace0\uac1d\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uac1d\uc774 \ud22c\uc790 \uc635\uc158\uc5d0 \ub300\ud574 \ubb38\uc758\ud560 \ub54c\uae4c\uc9c0 \uae30\ub2e4\ub9ac\uc9c0 \uc54a\uace0 \uc801\uc808\ud55c \uc21c\uac04\uc5d0 \uc5f0\ub77d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc704\ud5d8 \uc9c0\ud5a5 \ubaa8\ub378\uc744 \ucc3e\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud558\ub294 \ub18d\ub3c4 \uc704\ud5d8<\/li>\n\n\n\n<li>\ub17c\uc758\uac00 \ud544\uc694\ud55c \ube44\uc815\uc0c1\uc801\uc778 \uac70\ub798 \ud328\ud134<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \ud504\ub85c\ud544\uacfc \ud604\uc7ac \ubcf4\uc720 \uc790\uc0b0 \uac04\uc758 \ubd88\uc77c\uce58<\/li>\n\n\n\n<li>\uac80\ud1a0\uac00 \ud544\uc694\ud55c \uc7a0\uc7ac\uc801 \uaddc\uc815 \uc900\uc218 \ubb38\uc81c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub378 \ucd9c\ub825\uc740 CRM \ub0b4\ubd80\uc758 \uac04\ub2e8\ud55c \ub300\uc2dc\ubcf4\ub4dc \ub610\ub294 \uc6b0\uc120\uc21c\uc704 \ub300\uae30\uc5f4\uc5d0 \ud45c\uc2dc\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ub370\uc774\ud130 \uacfc\ud559\uc790\uac00 \ub418\uc9c0 \uc54a\uace0\ub3c4 \ud2b8\ub80c\ub4dc\uc640 \uae30\ud68c\ub97c \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc704\ud5d8 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc774\ub7ec\ud55c \ubaa8\ub378\uc744 \uc124\uacc4\ud558\uace0 \uac80\uc99d\ud560 \ub54c \ud504\ub85c\ub355\uc158 \uc0ac\uc6a9 \uc804\uc5d0 \ucc38\uc5ec\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-assisted-content-and-proposal-generation\">AI \uc9c0\uc6d0 \ucf58\ud150\uce20 \ubc0f \uc81c\uc548\uc11c \uc0dd\uc131<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc5d0 \uc5f0\uacb0\ub41c AI \uc5b4\uc2dc\uc2a4\ud134\ud2b8\ub294 CRM \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \uac1c\uc778\ud654\ub41c \uac80\ud1a0 \uc694\uc57d, \ud68c\uc758 \ud6c4\uc18d \uc870\uce58 \ub610\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud574\uc124 \ucd08\uc548\uc744 \uc791\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc77c\uc0c1\uc801\uc778 \ubb38\uc11c \uc791\uc131\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uc744 \ud68d\uae30\uc801\uc73c\ub85c \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\ub294 AI\uac00 \uc791\uc131\ud55c \ubaa8\ub4e0 \ucd08\uc548 \ucf58\ud150\uce20\ub97c \uac80\ud1a0\ud558\uace0 \ud3b8\uc9d1\ud558\uc5ec \uc5b4\uc870, \uc801\ud569\uc131 \ubc0f \uc815\ud655\uc131\uc744 \ud655\uc778\ud55c \ud6c4 \uc804\uc1a1\ud574\uc57c \ud569\ub2c8\ub2e4. AI\ub294 \uac15\ub825\ud55c \uc2dc\uc791\uc810\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc \ucd5c\uc885 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774 \uc801\uc808\ud55c\uc9c0\ub294 \uc0ac\ub78c\uc758 \ud310\ub2e8\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3d9\uc77c\ud55c \uc2dc\uc7a5 \uc870\uc815 \uae30\uac04 \ub3d9\uc548 \uc2e0\uc911\ud55c \uc740\ud1f4\uc790\uc640 \uc131\uc7a5 \uc9c0\ud5a5\uc801\uc778 \uc804\ubb38\uac00\ub97c \uc704\ud574 \uc11c\ub85c \ub2e4\ub978 \ub17c\ud3c9\uc744 \uc791\uc131\ud558\ub294 \uac83\uc744 \uace0\ub824\ud574 \ubcf4\uc138\uc694. \uae30\ubcf8 \uc0ac\uc2e4\uad00\uacc4\ub294 \ube44\uc2b7\ud560 \uc218 \uc788\uc9c0\ub9cc \ud504\ub808\uc784\uc6cc\ud06c, \uac15\uc870\uc810, \uad8c\uc7a5 \ud589\ub3d9\uc740 \ud06c\uac8c \ub2e4\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\uc548 \uc5d4\uc9c4\uc740 \uc704\ud5d8 \ud504\ub85c\ud544, \ud22c\uc790 \uae30\uac04, \uc0c1\ud488 \uc120\ubc18 \uaddc\uce59\uc744 \uacb0\ud569\ud558\uc5ec \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc81c\uc548\ud569\ub2c8\ub2e4. AI\ub294 \uc801\ud569\uc131 \uc694\uac74\uc5d0 \ubd80\ud569\ud558\ub294 \ucd94\ucc9c\uc744 \ubcf4\uc7a5\ud558\uba70, \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ucd94\ucc9c\uc744 \uc124\ub4dd\ub825 \uc788\uac8c \ub9cc\ub4dc\ub294 \uac1c\uc778\uc801 \ub9e5\ub77d\uc744 \ucd94\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \ub0b4\ubd80 \ubaa8\ub378 \uac70\ubc84\ub10c\uc2a4\ub97c \uc9c0\uc6d0\ud558\uace0 \uc790\ubb38 \ud504\ub85c\uc138\uc2a4\uc5d0 \ub300\ud55c \uaddc\uc81c \ub2f9\uad6d\uc758 \uc9c8\ubb38\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uc5b4\ub5a4 \uc81c\uc548\uc774 AI\uc758 \ub3c4\uc6c0\uc744 \ubc1b\uc558\ub294\uc9c0 \uae30\ub85d\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ensure-compliance-privacy-and-swiss-data-sovereignty\">\uaddc\uc815 \uc900\uc218, \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \ubc0f \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c \ubcf4\uc7a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \ubd84\uc57c\uc758 \uac1c\uc778\ud654\ub294 \uac15\ub825\ud55c \uaddc\uc815 \uc900\uc218 \ubc0f \ub370\uc774\ud130 \ubcf4\ud638 \uae30\ubc18 \uc5c6\uc774\ub294 \uc874\uc7ac\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uac1c\uc778\ud654 \ucd94\ucc9c, \uc790\ub3d9\ud654\ub41c \uba54\uc2dc\uc9c0, AI \uc81c\uc548\uc740 \uaddc\uc81c \ubc94\uc704 \ub0b4\uc5d0\uc11c \uc791\ub3d9\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c\uc758 InvestGlass \ud638\uc2a4\ud305\uc740 \uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac \uc804\ubb38\uac00\uac00 \ub370\uc774\ud130 \uac70\uc8fc \ubc0f \uc8fc\uad8c \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \ucd5c\uace0 \uc218\uc900\uc758 \ub370\uc774\ud130 \ubcf4\ud638\ub97c \uc694\uad6c\ud558\ub294 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\uad00\uc758 \uacbd\uc6b0 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uc740 \ubc95\ub960 \uc900\uc218\uc640 \uacbd\uc7c1 \ucc28\ubcc4\ud654\ub97c \ubaa8\ub450 \uc81c\uacf5\ud569\ub2c8\ub2e4. Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uacfc \uac19\uc740 \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uc740 \uae08\uc735 \uae30\uad00 \ubc0f \uc790\ubb38\uc0ac\uc758 \uaddc\uc81c \ubc0f \ub370\uc774\ud130 \ubcf4\ud638 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub3c4\ub85d \uc124\uacc4\ub41c \uc5c5\uacc4\ubcc4 CRM \uc194\ub8e8\uc158\uc758 \uc608\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3c5\uc790\uac00 \uc774\ud574\ud574\uc57c \ud560 \uc8fc\uc694 \uaddc\uc815<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ubc94\uc704<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc8fc\uc694 \uc694\uad6c \uc0ac\ud56d<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>GDPR<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>EU \ub370\uc774\ud130 \uc8fc\uccb4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub3d9\uc758, \ub370\uc774\ud130 \ucd5c\uc18c\ud654, \uc0ad\uc81c \uad8c\ub9ac<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4 FADP<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uccb4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4\uc5d0\uc11c \uc2dc\ud589\ub418\ub294 GDPR\uacfc \uc720\uc0ac<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>MiFID II<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>EU \ud22c\uc790 \uc11c\ube44\uc2a4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc801\ud569\uc131, \uc801\uc808\uc131, \ucd5c\uc0c1\uc758 \uc2e4\ud589<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>LSFin<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4 \uae08\uc735 \uc11c\ube44\uc2a4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc138\ubd84\ud654, \ubb38\uc11c\ud654, \ubd88\ub9cc \uc0ac\ud56d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubc45\ud0b9 \ube44\ubc00 \uc720\uc9c0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4 \uaddc\uc81c \ub300\uc0c1 \ubc95\uc778<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5c4\uaca9\ud55c \uae30\ubc00 \uc720\uc9c0 \uc758\ubb34<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4\ub97c \ud1b5\ud574 \uad8c\ud55c\uc774 \uc788\ub294 \ud300\ub9cc PEP \ud50c\ub798\uadf8, \uc801\ud569\uc131 \ubcf4\uace0\uc11c \ub610\ub294 \uae30\ubc00 \ubb38\uc11c\uc640 \uac19\uc740 \ubbfc\uac10\ud55c \uc7ac\ubb34 \ub370\uc774\ud130\ub97c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uae09 \uad00\ub9ac\uc790\uac00 \uace0\uc704 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790\uc640 \ub3d9\uc77c\ud55c \uac00\uc2dc\uc131\uc744 \uac00\uc838\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c, \ud15c\ud50c\ub9bf \ubc0f \uc790\ub3d9\ud654\uc5d0 \ub300\ud55c \uc815\uae30\uc801\uc778 \uac10\uc0ac\ub97c \ud1b5\ud574 \ubaa8\ub4e0 \ud504\ub85c\uc138\uc2a4\uac00 \uc801\ud569\uc131 \uc694\uac74, \uad6d\uac00 \uac04 \uc81c\ud55c \ubc0f \ub9c8\ucf00\ud305 \uc81c\ud55c\uc744 \uc900\uc218\ud558\ub294\uc9c0 \ud655\uc778\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-audit-trails-and-documentation-of-advice\">\uac10\uc0ac \ucd94\uc801 \ubc0f \uc870\uc5b8 \ubb38\uc11c\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc740 \uace0\uac1d \ub370\uc774\ud130\uc758 \ubaa8\ub4e0 \ubcc0\uacbd \uc0ac\ud56d, \ubaa8\ub4e0 \uad8c\uc7a5 \uc0ac\ud56d \ubc0f \ubaa8\ub4e0 \uc2b9\uc778\uc744 \ubcc0\uc870 \uc99d\uac70 \uae30\ub85d\uc5d0 \uc790\ub3d9\uc73c\ub85c \uae30\ub85d\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \ubb38\uc11c\ub294 \uaddc\uc81c \uac80\ud1a0 \ubc0f \ubd84\uc7c1 \ud574\uacb0\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ubbf8\ud305 \ub178\ud2b8, \ud1b5\ud654 \uc694\uc57d, \uc5c5\ub85c\ub4dc\ub41c \ubb38\uc11c\ub97c \uace0\uac1d \uae30\ub85d\uc5d0 \ubc14\ub85c \uc800\uc7a5\ud569\ub2c8\ub2e4. \ud5a5\ud6c4 \uace0\ubb38 \ub610\ub294 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\uc790\ub294 \uc774\uba54\uc77c \uc544\uce74\uc774\ube0c\ub098 \ud30c\uc77c \uc2dc\uc2a4\ud15c\uc744 \uac80\uc0c9\ud560 \ud544\uc694 \uc5c6\uc774 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc758 \uc804\uccb4 \uae30\ub85d\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ud504\ub85c\ud544, \ucd94\ucc9c \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815 \uc0ac\uc774\uc758 \uc5f0\uad00\uc131\uc744 \ud45c\uc900\ud654\ub41c \ubc29\uc2dd\uc73c\ub85c \ubb38\uc11c\ud654\ud558\uc138\uc694. \uc774\ub807\uac8c \ud558\uba74 \uc870\uc5b8\uc774 \uc801\uc808\ud558\uace0 \uc801\uc808\ud558\uac8c \uace0\ub824\ub418\uc5c8\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uba85\ud655\ud55c \uac10\uc0ac \ucd94\uc801\uc774 \uc0dd\uc131\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uba85\ud655\ud55c \ubb38\uc11c\ub294 \uace0\uac1d\uacfc \uad50\uc721\uae30\uad00 \ubaa8\ub450\ub97c \ubcf4\ud638\ud569\ub2c8\ub2e4. \uba87 \ub144 \ud6c4 \ud2b9\uc815 \ucd94\ucc9c\uc774 \uc774\ub8e8\uc5b4\uc9c4 \uc774\uc720\uc5d0 \ub300\ud574 \uad81\uae08\ud55c \uc810\uc774 \uc0dd\uae30\uba74 CRM\uc5d0\uc11c \uc989\uc2dc \ub2f5\ubcc0\uc744 \uac80\uc0c9\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac04\ub2e8\ud55c \ub0b4\ubd80 \uc9c0\uce68\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uac1c\uc778\ud654\ub41c \uc758\uc0ac \uacb0\uc815\uc758 \uadfc\uac70\ub97c \uae30\ub85d\ud558\ub294 \ubc29\ubc95\uc744 \uc774\ud574\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud68c\uc0ac \uc804\uccb4\uc5d0\uc11c \uc77c\uad00\ub41c \ubb38\uc11c\ud654 \uad00\ud589\uc744 \ud1b5\ud574 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \uc5b4\ub4dc\ubc14\uc774\uc800 \uad50\uccb4 \uc2dc \uace0\uac1d \uc11c\ube44\uc2a4\ub97c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-consent-management-and-communication-preferences\">\ub3d9\uc758 \uad00\ub9ac \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ubcf8 \uc124\uc815<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ucf00\ud305 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ucc44\ub110\uc5d0 \ub300\ud55c \uba85\uc2dc\uc801\uc778 \uace0\uac1d \ub3d9\uc758\ub97c \uae30\ub85d\ud558\ub294 \uac83\uc740 \ud544\uc218\uc785\ub2c8\ub2e4. \uc774\uba54\uc77c, SMS, \uc571 \ub0b4 \uba54\uc2dc\uc9c0 \ub4f1 \uac01 \ucc44\ub110\uc5d0\ub294 \ud0c0\uc784\uc2a4\ud0ec\ud504\uac00 \ud3ec\ud568\ub41c \ubb38\uc11c\ud654\ub41c \uad8c\ud55c\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud544\ub4dc\uc5d0\ub294 \uc774\ub7ec\ud55c \ub3d9\uc758\uac00 \uad00\ud560\uad8c\uc774 \uba85\uc2dc\ub41c \uc0c1\ud0dc\ub85c \uc800\uc7a5\ub418\ubbc0\ub85c \uc790\ub3d9\ud654\uac00 \uc2b9\uc778\ub41c \ucc44\ub110\ub9cc \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc774\uba54\uc77c\uc5d0\ub294 \ub3d9\uc758\ud588\uc9c0\ub9cc SMS\uc5d0\ub294 \ub3d9\uc758\ud558\uc9c0 \uc54a\uc740 \uace0\uac1d\uc740 \uc544\ubb34\ub9ac \uc758\ub3c4\uac00 \uc88b\ub354\ub77c\ub3c4 \uc808\ub300\ub85c \ubb38\uc790 \uba54\uc2dc\uc9c0\ub97c \ubc1b\uc544\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc744 \ud1b5\ud574 \uace0\uac1d\uc774 \uc9c1\uc811 \uae30\ubcf8 \uc124\uc815\uc744 \uc870\uc815\ud560 \uc218 \uc788\uc73c\uba70, \uc774\ub294 \ub2e4\uc2dc CRM \ud504\ub85c\ud544\uc5d0 \ub3d9\uae30\ud654\ub429\ub2c8\ub2e4. \uc774 \uc140\ud504 \uc11c\ube44\uc2a4 \uae30\ub2a5\uc740 \uad00\ub9ac \ubd80\ub2f4\uc744 \uc904\uc774\uba74\uc11c \ud658\uacbd\uc124\uc815\uc744 \ucd5c\uc2e0 \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b9\ud788 \uc5c4\uaca9\ud55c \uaddc\uc81c \uc9c0\uc5ed\uc5d0 \uc788\ub294 \uc7a0\uc7ac \uace0\uac1d\uc774\ub098 \uace0\uac1d\uc758 \uacbd\uc6b0, \uc870\uc6a9\ud55c \uae30\uac04\uc744 \uc874\uc911\ud558\uace0 \uc5f0\ub77d \ubaa9\ub85d\uc744 \uc791\uc131\ud558\uc9c0 \ub9c8\uc138\uc694. \uc77c\ubd80 \uad00\ud560 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \ud22c\uc790 \uae30\ud68c\uc5d0 \ub300\ud574 \uace0\uac1d\uc5d0\uac8c \uc5f0\ub77d\ud560 \uc218 \uc788\ub294 \uc2dc\uae30\uc640 \ube48\ub3c4\uc5d0 \ub300\ud55c \uad6c\uccb4\uc801\uc778 \uc694\uac74\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3d9\uc758 \ub370\uc774\ud130\ub97c \uc8fc\uae30\uc801\uc73c\ub85c \uac80\ud1a0\ud558\uc5ec \uc624\ub798\ub418\uac70\ub098 \ubd88\uc644\uc804\ud55c \ub3d9\uc758\ub294 \ub2e4\uc74c \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9 \uc911\uc5d0 \uc5c5\ub370\uc774\ud2b8\ud569\ub2c8\ub2e4. \uc624\ub798\ub41c \ub3d9\uc758 \uae30\ub85d\uc740 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ub9ac\uc2a4\ud06c\ub97c \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-practical-implementation-plan-for-personalization-with-investglass\">InvestGlass\ub97c \ud1b5\ud55c \uac1c\uc778\ud654\ub97c \uc704\ud55c \uc2e4\uc6a9\uc801\uc778 \uad6c\ud604 \uacc4\ud68d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \ubaa8\ub4e0 \uac83\uc744 \ud55c\uaebc\ubc88\uc5d0 \uc2dc\ub3c4\ud558\uae30\ubcf4\ub2e4\ub294 \uba87 \ub2ec\uc5d0 \uac78\uccd0 \ub2e8\uacc4\uc801\uc73c\ub85c \uac1c\uc778\ud654\uc5d0 \uc811\uadfc\ud574\uc57c \ud569\ub2c8\ub2e4. \ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \ud559\uc2b5\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uba70 \ub0b4\ubd80 \uc5ed\ub7c9\uc744 \uc810\uc9c4\uc801\uc73c\ub85c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ud0c0\uc784\ub77c\uc778\uc740 \uc774 \ud328\ud134\uc744 \ub530\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1~30\uc77c\ucc28:<\/strong> \uac80\uc0c9, \uc694\uad6c \uc0ac\ud56d \uc218\uc9d1 \ubc0f \ucd08\uae30 \uad6c\uc131<\/li>\n\n\n\n<li><strong>31~60\uc77c\ucc28:<\/strong> \uc77c\ubd80 \uc5b4\ub4dc\ubc14\uc774\uc800 \ubc0f \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ub97c \ub300\uc0c1\uc73c\ub85c \ud30c\uc77c\ub7ff \uc6b4\uc601<\/li>\n\n\n\n<li><strong>61~90\uc77c\ucc28:<\/strong> \ud53c\ub4dc\ubc31\uc5d0 \uae30\ubc18\ud55c \uac1c\uc120 \ubc0f \ub354 \uad11\ubc94\uc704\ud55c \ucd9c\uc2dc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc77c\uc815\uc740 \ud68c\uc0ac \uaddc\ubaa8, \ub370\uc774\ud130 \ud488\uc9c8, \uad00\ud560 \uc9c0\uc5ed \uc218, \ud1b5\ud569 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. \uc5ec\ub7ec \uc608\uc57d \uc13c\ud130\ub97c \ubcf4\uc720\ud55c \ub300\uae30\uc5c5\uc758 \uacbd\uc6b0 \ub354 \uae34 \uc77c\uc815\uc774 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \uc5b4\ub4dc\ubc14\uc774\uc800, \uc6b4\uc601 \ub2f4\ub2f9\uc790, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, IT\ub97c \ud3ec\ud568\ud55c \ud504\ub85c\uc81d\ud2b8 \ud300\uc744 \uad6c\uc131\ud558\uc138\uc694. \uc5ec\ub7ec \ubd80\uc11c \uac04\uc758 \uc870\uc728\uc744 \ud1b5\ud574 \ub3cc\ubc1c \uc0c1\ud669\uc744 \ubc29\uc9c0\ud558\uace0 \ucd5c\uc885 \uc194\ub8e8\uc158\uc774 \ubaa8\ub4e0 \uc0ac\uc6a9\uc790\uc5d0\uac8c \uc801\ud569\ud558\uac8c \uc791\ub3d9\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd08\uae30 \uac1c\uc778\ud654 \ud30c\uc77c\ub7ff\uc744 \uc704\ud574 \ud55c\ub450 \uac1c\uc758 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ub97c \uc120\ud0dd\ud558\uc138\uc694. \uc2a4\uc704\uc2a4 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc774\ub098 \ub2e8\uc77c EU \uc2dc\uc7a5\uc758 \ub300\uaddc\ubaa8 \ubd80\uc720\uce35 \ud22c\uc790\uc790\uac00 \uc88b\uc740 \ucd9c\ubc1c\uc810\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc9d1\uc911\ub41c \uadf8\ub8f9\uc758 \uc131\uacf5\uc740 \ub354 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc744 \uc704\ud55c \ubaa8\uba58\ud140\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc791\ud558\uae30 \uc804\uc5d0 \uba85\ud655\ud55c \uc131\uacf5 \uc9c0\ud45c\ub97c \uc815\uc758\ud558\uc138\uc694. \ub354 \ub192\uc740 \ud68c\uc758 \ucc38\uc11d\ub960, \ub354 \ub098\uc740 \uc774\uba54\uc77c \ucc38\uc5ec, \ub354 \ube60\ub978 \uc628\ubcf4\ub529 \uc644\ub8cc, \ud5a5\uc0c1\ub41c \uace0\uac1d \ub9cc\uc871\ub3c4 \uc124\ubb38\uc870\uc0ac \uc810\uc218\ub294 \ubaa8\ub450 \uce21\uc815 \uac00\ub2a5\ud55c \uc601\ud5a5\ub825\uc758 \uc99d\uac70\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-map-your-current-data-and-processes\">1\ub2e8\uacc4: \ud604\uc7ac \ub370\uc774\ud130 \ubc0f \ud504\ub85c\uc138\uc2a4 \ub9e4\ud551\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab \ubc88\uc9f8 \ub2e8\uacc4\ub294 \ucf54\uc5b4 \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \ub4f1 \uae30\uc874 \uc2dc\uc2a4\ud15c\uc744 \uc778\ubca4\ud1a0\ub9ac\ud654\ud558\uc5ec \ud604\uc7ac \uace0\uac1d \uc815\ubcf4\uac00 \uc5b4\ub514\uc5d0 \uc788\ub294\uc9c0 \ud30c\uc545\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc774 \ub9e4\ud551\uc744 \ud1b5\ud574 \ud1b5\ud569 \uc694\uad6c \uc0ac\ud56d\uacfc \ub370\uc774\ud130 \ud488\uc9c8 \ubb38\uc81c\uac00 \ub4dc\ub7ec\ub0a9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uc6cc\ud06c\uc20d\uc744 \uc9c4\ud589\ud558\uc5ec \ud604\uc7ac \uace0\uac1d\uc744 \uc5b4\ub5bb\uac8c \uc138\ubd84\ud654\ud558\uace0 \ub9de\ucda4\ud615 \uc870\uc5b8\uc744 \uc81c\uacf5\ud558\ub294\uc9c0 \ubb38\uc11c\ud654\ud558\uc138\uc694. \uae30\uc874 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc774\ud574\ud558\uba74 \uc0c8 \uc2dc\uc2a4\ud15c\uc774 \uc5c5\ubb34\ub97c \ubc29\ud574\ud558\uc9c0 \uc54a\uace0 \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub97c \ubc29\ud574\ud558\ub294 \ub370\uc774\ud130 \uaca9\ucc28\ub97c \ud30c\uc545\ud558\uc138\uc694. \ub204\ub77d\ub41c ESG \uae30\ubcf8 \uc124\uc815, \uc77c\uad00\ub418\uc9c0 \uc54a\uc740 \uc704\ud5d8 \uc124\ubb38\uc9c0 \ub610\ub294 \uc624\ub798\ub41c KYC \uae30\ub85d\uc740 \ubaa8\ub450 \uace0\uae09 \uac1c\uc778\ud654\uac00 \uac00\ub2a5\ud558\uae30 \uc804\uc5d0 \uc218\uc815\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ub9e4\ud551\uc740 InvestGlass \ub0b4\ubd80\uc758 \ud544\ub4dc, \uc6cc\ud06c\ud50c\ub85c \ubc0f \ud1b5\ud569 \uad6c\uc131\uc5d0 \uc815\ubcf4\ub97c \uc81c\uacf5\ud574\uc57c \ud569\ub2c8\ub2e4. \ud604\uc7ac \uc0c1\ud0dc\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uc774\ud574\ub97c \ubc14\ud0d5\uc73c\ub85c \uad6c\ucd95\ud558\uba74 \ub098\uc911\uc5d0 \uc7ac\uc791\uc5c5\uc744 \ubc29\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud504\ub85c\uc138\uc2a4 \ub2e4\uc774\uc5b4\uadf8\ub7a8\uc744 \uc804\ud6c4\ub85c \ubb38\uc11c\ud654\ud558\uc5ec \uc774\ud574\uad00\uacc4\uc790\uac00 \uc774\uc810\uc744 \ud655\uc778\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc138\uc694. 5\ub2e8\uacc4\uc758 \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\uac00 \ub450 \ubc88\uc758 \ud074\ub9ad\uc73c\ub85c \uc790\ub3d9\ud654\ub418\ub294 \uacfc\uc815\uc744 \ubcf4\uc5ec \uc8fc\uba74 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \uc5f4\uc815\uc744 \ubd88\ub7ec\uc77c\uc73c\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-configure-investglass-crm-for-your-advice-model\">2\ub2e8\uacc4: \uc5b4\ub4dc\ubc14\uc774\uc2a4 \ubaa8\ub378\uc5d0 \ub9de\uac8c InvestGlass CRM \uad6c\uc131\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uc0ac\uc758 \uc81c\ud488 \uc9c4\uc5f4\ub300 \ubc0f \uad00\ud560\uad8c\uc5d0 \ub530\ub77c \ubaa9\ud45c, \uc120\ud638\ub3c4 \ubc0f \uaddc\uc81c \ubc94\uc8fc\uc5d0 \ub300\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815 \ud544\ub4dc\ub97c \uc124\uc815\ud558\uc138\uc694. \ucd5c\uace0\uc758 CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ube44\uc988\ub2c8\uc2a4\uc5d0 \uc5b5\uc9c0\ub85c \uc801\uc751\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ube44\uc988\ub2c8\uc2a4\uc5d0 \ub9de\ucdb0 \uc801\uc751\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790, \ud22c\uc790 \uc804\ubb38\uac00, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, \ubc31\uc624\ud53c\uc2a4 \uc9c1\uc6d0\uc744 \uc704\ud55c \uc5ed\ud560\uc744 \uad6c\uc131\ud558\uc138\uc694. \uac01 \uc5ed\ud560\uc740 \ubd88\ud544\uc694\ud55c \ubcf5\uc7a1\uc131 \uc5c6\uc774 \uc801\uc808\ud55c \uc815\ubcf4\ub97c \ubcf4\uace0 \uad00\ub828 \uc6cc\ud06c\ud50c\ub85c\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud575\uc2ec \uc6cc\ud06c\ud50c\ub85c\ub97c \uba3c\uc800 \uad6c\ud604\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC \uc218\uc9d1\uc744 \ud1b5\ud55c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/li>\n\n\n\n<li>\uc815\uae30 \uac80\ud1a0 \uc900\ube44 \ubc0f \ud6c4\uc18d \uc870\uce58<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub9ac\ubc38\ub7f0\uc2f1 \uc694\uccad \ubc0f \uc2b9\uc778<\/li>\n\n\n\n<li>\uace0\uac1d \uc11c\ube44\uc2a4 \uc694\uccad \ucc98\ub9ac<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">API \ub610\ub294 \uc548\uc804\ud55c \ud30c\uc77c \ud750\ub984\uc744 \uc0ac\uc6a9\ud558\uc5ec \uae30\uc874 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub610\ub294 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uacfc InvestGlass\ub97c \uc5f0\uacb0\ud558\uc138\uc694. \ud1b5\ud569\uc744 \ud1b5\ud574 \uc218\ub3d9 \uc7ac\uc785\ub825 \uc5c6\uc774 \uc790\ub3d9\uc73c\ub85c \ub370\uc774\ud130 \ud750\ub984\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ub2e8\uacc4\ub294 \ubc18\ubcf5\uc801\uc73c\ub85c \uc9c4\ud589\ud574\uc57c \ud569\ub2c8\ub2e4. \uc18c\uaddc\ubaa8 \uc790\ubb38 \uadf8\ub8f9\uc758 \ube60\ub978 \ud53c\ub4dc\ubc31 \ub8e8\ud504\ub294 \uad11\ubc94\uc704\ud55c \ubc30\ud3ec \uc804\uc5d0 \uad6c\uc131\uc744 \uac1c\uc120\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \ub514\uc790\uc778\uc0c1 \ubcf4\uae30\uc5d0 \uc88b\uc544 \ubcf4\uc774\ub294 \uad6c\uc131\ub3c4 \uc2e4\uc81c \uc0ac\uc6a9 \ud328\ud134\uc5d0 \ub530\ub77c \uc870\uc815\uc774 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-train-advisors-on-using-crm-for-personalization\">3\ub2e8\uacc4: \uac1c\uc778\ud654\ub97c \uc704\ud55c CRM \uc0ac\uc6a9\uc5d0 \ub300\ud574 \uc0c1\ub2f4\uc6d0 \uad50\uc721\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad50\uc721\uc740 \ucd94\uc0c1\uc801\uc778 \uae30\ub2a5\ubcf4\ub2e4\ub294 \uc2e4\uc6a9\uc801\uc778 \uc2dc\ub098\ub9ac\uc624\uc5d0 \ucd08\uc810\uc744 \ub9de\ucdb0\uc57c \ud569\ub2c8\ub2e4. \uc0c1\ub2f4\uc6d0\uc5d0\uac8c CRM \ub300\uc2dc\ubcf4\ub4dc\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc644\uc804\ud788 \uac1c\uc778\ud654\ub41c \uc5f0\ub840 \uac80\ud1a0\ub97c \uc900\ube44\ud558\ub294 \ubc29\ubc95\uc744 \ubcf4\uc5ec\uc8fc\uc138\uc694. \uc138\uadf8\uba3c\ud2b8 \uad6c\ucd95 \ubc0f \ucea0\ud398\uc778 \uc2dc\uc791\uc744 \uc548\ub0b4\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc138\uadf8\uba3c\ud2b8\ub97c \ub9cc\ub4e4\uace0, \ud14c\uc2a4\ud2b8 \ucea0\ud398\uc778\uc744 \uc2dc\uc791\ud558\uace0, \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4\uac00 \uad00\ucc30\ud558\ub294 \ub3d9\uc548 \uc870\uc5b8 \uacb0\uacfc\ub97c \uae30\ub85d\ud558\ub294 \uc9e7\uc740 \uc2e4\uc2b5 \uc138\uc158\uc744 \ud1b5\ud574 \uc790\uc2e0\uac10\uc744 \ud0a4\uc6b8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub808\uc820\ud14c\uc774\uc158\ubcf4\ub2e4 \uc2e4\uc2b5\uc744 \ud1b5\ud55c \ud559\uc2b5\uc774 \ub354 \ud6a8\uacfc\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0b4\ubd80 \uc9c0\uc2dd\ucc3d\uace0\uc5d0 \uc11c\uba74 \ud50c\ub808\uc774\ubd81\uacfc \uc9e7\uc740 \ub3d9\uc601\uc0c1\uc744 \uc81c\uacf5\ud558\uc138\uc694. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uacf5\uc2dd \uad50\uc721 \uc138\uc158 \uc678\uc5d0 \uc9c8\ubb38\uc774 \ubc1c\uc0dd\ud560 \ub54c \ucc38\uace0\ud560 \uc218 \uc788\ub294 \uc790\ub8cc\ub97c \uc900\ube44\ud574 \ub450\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud45c\uc900 \uc6b4\uc601 \uc808\ucc28\uac00 \ub418\ub294 \uba87 \uac00\uc9c0 \uac1c\uc778\ud654 \ubaa8\ubc94 \uc0ac\ub840\ub97c \uc815\uc758\ud558\uc138\uc694. \ubaa8\ub4e0 \uc8fc\uc694 \uace0\uac1d \ubbf8\ud305 \ud6c4 \ubaa9\ud45c\ub97c \uc5c5\ub370\uc774\ud2b8\ud558\uace0, \uc8fc\uc694 \ub17c\uc758 \uc0ac\ud56d\uc744 \uae30\ub85d\ud558\uace0, \uad00\ub828 \uc18d\uc131\uc73c\ub85c \uace0\uac1d\uc5d0\uac8c \ud0dc\uadf8\ub97c \uc9c0\uc815\ud558\ub294 \uac83\uc774 \uc2b5\uad00\uc774 \ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c1\ub2f4\uc0ac\uc5d0\uac8c CRM \uc0ac\uc6a9\uc774 \uc77c\uc0c1\uc801\uc778 \uc5c5\ubb34\ub97c \uc9c1\uc811\uc801\uc73c\ub85c \uc904\uc774\uace0 \uace0\uac1d \ud53c\ub4dc\ubc31\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ubc95\uc744 \ubcf4\uc5ec\uc8fc\uc138\uc694. \uc0ac\ub78c\ub4e4\uc774 \uac1c\uc778\uc801\uc778 \uc774\uc810\uc744 \uc774\ud574\ud558\uba74 \ucc44\ud0dd\uc774 \uac00\uc18d\ud654\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-pilot-measure-and-refine\">4\ub2e8\uacc4: \ud30c\uc77c\ub7ff, \uce21\uc815 \ubc0f \uac1c\uc120\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\uc758\ub41c \uc5b4\ub4dc\ubc14\uc774\uc800 \uadf8\ub8f9\uacfc \uc5ec\ub7ec \uc138\uadf8\uba3c\ud2b8\uc5d0 \uac78\uccd0 \uc218\ubc31 \uba85\uc758 \uace0\uac1d\uc73c\ub85c \ud30c\uc77c\ub7ff\uc744 \uc2e4\ud589\ud558\uc138\uc694. \uc774\ub807\uac8c \ud558\uba74 \uad00\ub9ac\ud558\uae30 \uc26c\uc6b0\uba74\uc11c\ub3c4 \ud328\ud134\uc744 \uc2dd\ubcc4\ud560 \uc218 \uc788\ub294 \ucda9\ubd84\ud55c \uc591\uc774 \uc0dd\uc131\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\uc77c\ub7ff \uae30\uac04 \ub3d9\uc548 \uc9c0\ud45c\ub97c \ucd94\uc801\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc218\ub3d9 \ubcf4\uace0 \ubc0f \uc900\ube44\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04<\/li>\n\n\n\n<li>\ub9c8\ucf00\ud305 \ucea0\ud398\uc778 \uc751\ub2f5\ub960<\/li>\n\n\n\n<li>\uace0\uac1d \ub9cc\uc871\ub3c4 \uc124\ubb38\uc870\uc0ac \uc810\uc218<\/li>\n\n\n\n<li>\ud30c\uc774\ud504\ub77c\uc778 \uad00\ub9ac \ud6a8\uc728\uc131<\/li>\n\n\n\n<li>\ubb38\uc758\uc5d0\uc11c \ud574\uacb0\uae4c\uc9c0 \uac78\ub9ac\ub294 \uc2dc\uac04<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud53c\ub4dc\ubc31 \ub8e8\ud504\ub294 \uac1c\uc120 \uc0ac\ud56d\uc744 \ud15c\ud50c\ub9bf, \uc790\ub3d9\ud654 \ubc0f AI \ucd94\ucc9c\uc5d0 \ubc18\uc601\ud574\uc57c \ud569\ub2c8\ub2e4. \ud30c\uc77c\ub7ff\uc740 \ub2e8\uc21c\ud55c \ud14c\uc2a4\ud2b8 \uc2e4\ud589\uc774 \uc544\ub2c8\ub77c \ud559\uc2b5\uc744 \uc704\ud55c \uc5f0\uc2b5\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ubc0f \ub9ac\uc2a4\ud06c \ud300\uc740 \ud30c\uc77c\ub7ff \ub85c\uadf8\ub97c \uac80\ud1a0\ud558\uc5ec \uaddc\uce59 \uc900\uc218 \uc5ec\ubd80\ub97c \uac80\uc99d\ud558\uace0 \uac10\uc0ac \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \ud3b8\uc758\uc131\uc744 \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub4e4\uc758 \ucd08\uae30 \ucc38\uc5ec\ub294 \uad11\ubc94\uc704\ud55c \ubc30\ud3ec \uacfc\uc815\uc5d0\uc11c \ubb38\uc81c\ub97c \uc608\ubc29\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc38\uc5ec \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \ub370\uc774\ud130\uc640 \uc778\uc6a9\ubb38\uc73c\ub85c \uac04\ub2e8\ud55c \ub0b4\ubd80 \uc0ac\ub840 \uc5f0\uad6c\ub97c \uc900\ube44\ud558\uc138\uc694. \uc774\ub7ec\ud55c \uc99d\uac70\ub294 \ub354 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc744 \uc704\ud55c \ube44\uc988\ub2c8\uc2a4 \uc0ac\ub840\ub97c \ub4b7\ubc1b\uce68\ud558\uace0 \uc9c0\uc18d\uc801\uc778 \ud22c\uc790\ub97c \ud655\ubcf4\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-enables-compliant-personalization-for-banks-and-wealth-managers\">InvestGlass\uac00 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \uaddc\uc81c \uc900\uc218 \uac1c\uc778\ud654\ub97c \uc9c0\uc6d0\ud558\ub294 \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc77c\ubc18 \uc601\uc5c5\ud300\uc774 \uc544\ub2cc \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \uad6c\ucd95\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd08\uc810\uc740 \ud50c\ub7ab\ud3fc\uc758 \ubaa8\ub4e0 \uae30\ub2a5\uacfc \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ud615\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC, CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, \uace0\uac1d \ud3ec\ud138\uc744 \ud558\ub098\uc758 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc73c\ub85c \ud1b5\ud569\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc5ec\ub7ec \uac1c\uc758 \ub2e8\uc808\ub41c \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\ub294 \uae30\uc5c5\ub4e4\uc744 \uad34\ub86d\ud788\ub294 \ud1b5\ud569\uc758 \ubcf5\uc7a1\uc131\uc744 \uc81c\uac70\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uae30\ub2a5\uc740 \ud568\uaed8 \uc124\uacc4\ub418\uc5c8\uae30 \ub54c\ubb38\uc5d0 \ud568\uaed8 \uc791\ub3d9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ud638\uc2a4\ud305\uc740 \ub3c5\ub9bd \uc790\ubb38\uc0ac \ubc0f \uc790\ubb38 \ud68c\uc0ac\uac00 \uc9c1\uba74\ud558\ub294 \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \uc0c1\uc8fc \ubc0f \uc0ac\uc774\ubc84 \ubcf4\uc548 \uc694\uac74\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ubc45\ud0b9 \ud45c\uc900\uc744 \uc694\uad6c\ud558\ub294 \uace0\uac1d\uc5d0\uac8c\ub294 \uc774\ub7ec\ud55c \ud638\uc2a4\ud305 \uc120\ud0dd\uc774 \uc758\ubbf8 \uc788\ub294 \uc548\uc2ec\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uccb4\uc801\uc778 \uac15\uc810\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud504\ub85c\uc138\uc2a4\uc5d0 \ub9de\uac8c \uc870\uc815\ub418\ub294 \ucf54\ub4dc \uc6cc\ud06c\ud50c\ub85c \uad6c\ucd95 \uc5c6\uc74c<\/li>\n\n\n\n<li>\uae08\uc735 \uc5c5\uacc4 \uc6a9\uc5b4 \ubc0f \uaddc\uc815 \uc900\uc218\uc5d0 \ub9de\uac8c \uc870\uc815\ub41c AI \ube44\uc11c<\/li>\n\n\n\n<li>\uc77c\ubc18\uc801\uc778 \uaddc\uc81c \uc2dc\ub098\ub9ac\uc624\ub97c \uc704\ud55c \uc900\ube44\ub41c \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c<\/li>\n\n\n\n<li>\ube0c\ub79c\ub4dc\uc5d0 \ub9de\uac8c \ud50c\ub7ab\ud3fc\uc744 \ub9de\ucda4 \uc124\uc815\ud560 \uc218 \uc788\ub294 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc635\uc158<\/li>\n\n\n\n<li>\uc774\ubbf8 \uc0ac\uc6a9 \uc911\uc778 \ub2e4\ub978 \uc7ac\ubb34 \ub3c4\uad6c \ubc0f \ud68c\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640\uc758 \ud1b5\ud569<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uc5d0\uc11c \uc5ec\ub7ec\ubd84\uc758 \uc5b4\ub4dc\ubc14\uc774\uc2a4 \ubaa8\ub378\uc774 \uc5b4\ub5bb\uac8c \uc2e4\ud604\ub420 \uc218 \uc788\ub294\uc9c0 \uc54c\uc544\ubcfc \uc900\ube44\uac00 \ub418\uc168\ub098\uc694?<\/strong> \ud2b9\uc815 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8, \uad00\ud560 \uc9c0\uc5ed \ubc0f \uc11c\ube44\uc2a4 \ubaa8\ub378\uc5d0 \ub9de\uac8c \uad6c\uc131\ub41c \ud50c\ub7ab\ud3fc\uc744 \ud655\uc778\ud560 \uc218 \uc788\ub294 \ub9de\ucda4\ud615 \ub370\ubaa8\ub97c \uc694\uccad\ud558\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-a-mid-sized-wealth-manager-start-personalizing-advice-with-a-crm\">\uc911\uac04 \uaddc\ubaa8\uc758 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 CRM\uc73c\ub85c \uc5bc\ub9c8\ub098 \ube68\ub9ac \uac1c\uc778\ud654\ub41c \uc870\uc5b8\uc744 \uc2dc\uc791\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc2ed \uba85\uc758 \uc0c1\ub2f4\uc6d0\uc774 \uc788\uace0 \uae30\uc874 \ud504\ub85c\uc138\uc2a4\uac00 \uba85\ud655\ud55c \ud68c\uc0ac\ub77c\uba74 \uc77c\ubc18\uc801\uc73c\ub85c 60\uc77c\uc5d0\uc11c 90\uc77c \ub0b4\uc5d0 \uc9d1\uc911\uc801\uc778 \uac1c\uc778\ud654 \ud30c\uc77c\ub7ff\uc744 \uc2e4\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\uc815\uc740 \ub370\uc774\ud130 \ud488\uc9c8, \ud544\uc694\ud55c \ud1b5\ud569 \ud69f\uc218, \uad00\ub828\ub41c \uad00\ud560 \uc9c0\uc5ed \ubc0f \uc608\uc57d \uc13c\ud130\uc758 \uc218\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. \uc804 \uc138\uacc4\ub85c \ucd9c\uc2dc\ud558\uae30 \uc804\uc5d0 \ub2e8\uc77c \uad6d\uac00 \ub610\ub294 \uc138\uadf8\uba3c\ud2b8\uc5d0\uc11c \uc2dc\uc791\ud558\uba74 \ubcf5\uc7a1\uc131\uc744 \uad00\ub9ac\ud558\uace0 \uc810\uc9c4\uc801\uc73c\ub85c \ub0b4\ubd80 \uc804\ubb38\uc131\uc744 \uad6c\ucd95\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-data-should-we-never-use-for-personalization-in-regulated-finance\">\uaddc\uc81c \uae08\uc735\uc5d0\uc11c \uac1c\uc778\ud654\ub97c \uc704\ud574 \uc808\ub300 \uc0ac\uc6a9\ud574\uc11c\ub294 \uc548 \ub418\ub294 \ub370\uc774\ud130\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \ud2b9\uc815 \ubaa9\uc801\uc744 \uc704\ud574 \ubc95\uc5d0\uc11c \uba85\uc2dc\uc801\uc73c\ub85c \uc694\uad6c\ud558\uace0 \ud5c8\uc6a9\ud558\ub294 \uacbd\uc6b0\ub97c \uc81c\uc678\ud558\uace0\ub294 \uac74\uac15 \uc0c1\ud0dc, \uc815\uce58\uc801 \uc758\uacac \ub610\ub294 \uc885\uad50\uc801 \uc2e0\ub150\uacfc \uac19\uc740 \ubbfc\uac10\ud55c \uc18d\uc131\uc744 \uc0ac\uc6a9\ud558\uc9c0 \uc54a\uc544\uc57c \ud569\ub2c8\ub2e4. \uc18c\uc15c \ubbf8\ub514\uc5b4 \uc2e0\ud638\uc640 \uac19\uc740 \ud589\ub3d9 \ub370\uc774\ud130\ub97c \uc870\uc5b8 \uacb0\uc815\uc5d0 \uc0ac\uc6a9\ud558\uae30 \uc804\uc5d0 \ud604\uc9c0 \uaddc\uc815\uacfc \ub0b4\ubd80 \uc815\ucc45\uc744 \ud655\uc778\ud558\uc138\uc694. \uc5b4\ub5a4 \ub370\uc774\ud130 \uc720\ud615\uc774 \ucd94\ucc9c\uc5d0 \uc0ac\uc6a9\ub418\ub294\uc9c0 \uace0\uac1d\uc5d0\uac8c \ud22c\uba85\ud558\uac8c \uacf5\uac1c\ud558\uba74 \uc2e0\ub8b0\ub97c \uc313\uace0 \uacf5\uc815\ud55c \ub300\uc6b0\uc5d0 \ub300\ud55c \uaddc\uc81c\uc758 \uae30\ub300\uce58\ub97c \ucda9\uc871\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-personalization-work-for-discretionary-mandates-as-well-as-advisory-accounts\">\uac1c\uc778\ud654\ub294 \uc790\ubb38 \uacc4\uc815\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc784\uc758 \uc704\uc784 \uacc4\uc815\uc5d0\ub3c4 \uc801\uc6a9\ub420 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub294 \ub450 \ubaa8\ub378 \ubaa8\ub450\uc5d0\uc11c \uad00\ub828\uc131\uc774 \uc788\uc9c0\ub9cc \ub2e4\ub974\uac8c \ub098\ud0c0\ub0a9\ub2c8\ub2e4. \uc7ac\ub7c9 \uc704\uc784\uc758 \uacbd\uc6b0 CRM\uc740 \uace0\uac1d \uc120\ud638\ub3c4\uc5d0 \ub530\ub77c \uc704\uc784 \uc124\uacc4\ub97c \uc548\ub0b4\ud558\uace0, \ud569\uc758\ub41c \ub9e4\uac1c\ubcc0\uc218\uc5d0 \ub530\ub77c \uc7ac\uc870\uc815 \ub85c\uc9c1\uc744 \ud2b8\ub9ac\uac70\ud558\uba70, \ubcf4\uace0\uc758 \ud1a4\uc744 \uc54c\ub824\uc90d\ub2c8\ub2e4. \uc790\ubb38 \uad00\uacc4\uc758 \uacbd\uc6b0, \uace0\uac1d\uc758 \uc2b9\uc778\uc774 \ud544\uc694\ud55c \uba85\uc2dc\uc801\uc778 \uc81c\uc548\uc744 \uc720\ub3c4\ud558\uae30\ub3c4 \ud569\ub2c8\ub2e4. InvestGlass\ub294 \uc790\ubb38 \uae30\ubcf8 \uc124\uc815\uacfc \ud568\uaed8 \ub9e4\uac1c\ubcc0\uc218\ub97c \uc9c0\uc815\ud558\uc5ec \ub450 \uc11c\ube44\uc2a4 \ub77c\uc778\uc774 \uc801\uc808\ud55c \uac1c\uc778\ud654\ub97c \ud1b5\ud574 \uc77c\uad00\ub41c \uace0\uac1d \uad00\uc810\uc744 \uacf5\uc720\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-we-avoid-overwhelming-clients-with-automated-messages\">\uc790\ub3d9\ud654\ub41c \uba54\uc2dc\uc9c0\ub85c \ud074\ub77c\uc774\uc5b8\ud2b8\ub97c \uc555\ub3c4\ud558\uc9c0 \uc54a\uc73c\ub824\uba74 \uc5b4\ub5bb\uac8c \ud574\uc57c \ud560\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub0b4\uc5d0\uc11c \uc138\uadf8\uba3c\ud2b8 \ubc0f \ucc44\ub110\ubcc4 \ucd5c\ub300 \uc5f0\ub77d \ube48\ub3c4\ub97c \uc815\uc758\ud55c \ub2e4\uc74c \uc790\ub3d9\ud654 \uaddc\uce59\uc5d0\uc11c \uc774\ub7ec\ud55c \uc81c\ud55c\uc744 \uc801\uc6a9\ud558\uc138\uc694. \ucc38\uc5ec \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc774\uba54\uc77c\uc744 \uac70\uc758 \uc5f4\uc9c0 \uc54a\ub294 \uace0\uac1d\uc758 \uba54\uc2dc\uc9c0 \ube48\ub3c4\ub97c \uc904\uc774\uba74\uc11c \uc911\uc694\ub3c4\uac00 \ub192\uac70\ub098 \ud544\uc218\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc740 \uc720\uc9c0\ud558\uc138\uc694. \uc218\uc2e0 \uac70\ubd80\uc728\uacfc \ud53c\ub4dc\ubc31 \uc124\ubb38\uc870\uc0ac \uc751\ub2f5\uc744 \uc815\uae30\uc801\uc73c\ub85c \uac80\ud1a0\ud558\uba74 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uac15\ub3c4\ub97c \ubbf8\uc138 \uc870\uc815\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uc62c\ubc14\ub978 CRM \uc81c\uacf5\uc5c5\uccb4\ub97c \uc120\ud0dd\ud558\uba74 \uc774\ub7ec\ud55c \uc124\uc815\uc744 \uc138\ubc00\ud558\uac8c \uc81c\uc5b4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-possible-to-personalize-advice-while-keeping-operations-efficient-and-scalable\">\uc6b4\uc601\uc758 \ud6a8\uc728\uc131\uacfc \ud655\uc7a5\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc870\uc5b8\uc744 \uac1c\uc778\ud654\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c4\uc815\ud55c \ud6a8\uc728\uc131\uc740 CRM\uc758 \ud45c\uc900\ud654\ub41c \ud504\ub85c\uc138\uc2a4\uc640 \uace0\uac1d\ubcc4 \uc720\uc5f0\ud55c \ub9e4\uac1c\ubcc0\uc218\ub97c \uacb0\ud569\ud558\uc5ec \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\uc758 \ud15c\ud50c\ub9bf, \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uc7ac\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ub9e4\ubc88 \ubaa8\ub4e0 \uac83\uc744 \ub2e4\uc2dc \uad6c\ucd95\ud560 \ud544\uc694 \uc5c6\uc774 \ub9de\ucda4\ud615 \uacb0\uacfc\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. AI\uc640 \uc790\ub3d9\ud654\uac00 \ubc18\ubcf5\uc801\uc778 \ub2e8\uacc4\ub97c \ucc98\ub9ac\ud558\ubbc0\ub85c \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc8fc\uc694 \uace0\uac1d\uacfc\uc758 \uace0\ub3c4\uc758 \ud310\ub2e8\uc774 \ud544\uc694\ud55c \ub300\ud654\uc5d0 \uc804\ubb38\uc131\uc744 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud45c\uc900\ud654\uc640 \uc720\uc5f0\uc131\uc758 \uc870\ud569\uc740 \uae08\uc735 \uc11c\ube44\uc2a4 \uc804\ubb38\uac00\uac00 \uc99d\uac00\ud558\ub294 \uace0\uac1d \uae30\ubc18\uc5d0 \uac78\uccd0 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \ud655\uc7a5\ud558\ub294 \ubc29\ubc95\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-integrate-accounting-tools-with-your-crm-for-holistic-advice\">\ud68c\uacc4 \ub3c4\uad6c\uc640 CRM\uc744 \ud1b5\ud569\ud558\uc5ec \uc885\ud569\uc801\uc778 \uc870\uc5b8 \uc81c\uacf5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uacc4 \ub3c4\uad6c\ub97c CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \ud1b5\ud569\ud558\ub294 \uac83\uc740 \uc9c4\uc815\ud55c \uc885\ud569\uc801\uc778 \uc7ac\ubb34 \uc870\uc5b8\uc744 \uc81c\uacf5\ud558\uace0\uc790 \ud558\ub294 \uc7ac\ubb34 \uc124\uacc4\uc0ac\uc5d0\uac8c \ud68d\uae30\uc801\uc778 \uc804\ud658\uc810\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4. QuickBooks\ub098 Xero\uc640 \uac19\uc740 \uc8fc\uc694 \ud68c\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c CRM \uc2dc\uc2a4\ud15c\uc5d0 \uc9c1\uc811 \uc5f0\uacb0\ud558\uba74 \uac01 \uace0\uac1d\uc758 \uc7ac\ubb34 \ud658\uacbd\uc5d0 \ub300\ud55c \ud1b5\ud569\ub41c \ubcf4\uae30\uc5d0 \uc989\uc2dc \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\uc744 \ud1b5\ud574 \uc190\uc775 \uacc4\uc0b0\uc11c, \ube44\uc6a9 \ubcf4\uace0\uc11c, \uc790\uc0b0 \uc138\ubd80 \uc815\ubcf4, \ubd80\ucc44 \uae30\ub85d\uc744 \ubaa8\ub450 \ub3d9\uc77c\ud55c \ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \ud1b5\ud569\ud558\uc5ec \uace0\uac1d \uad00\uacc4\uc640 \uc0c1\ud638 \uc791\uc6a9\uc744 \uad00\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uacc4 \ub3c4\uad6c\uc640 CRM \uac04\uc5d0 \ucd5c\uc2e0 \uace0\uac1d \uc815\ubcf4\uac00 \uc6d0\ud65c\ud558\uac8c \ud750\ub974\uae30 \ub54c\ubb38\uc5d0 \ucd94\uc138\ub97c \ud30c\uc545\ud558\uace0, 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class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uc5d0\uc11c \uc548\uc804\ud558\uace0 \ud6a8\uc728\uc801\uc778 \ubb38\uc11c \uad00\ub9ac\ub294 \ud0c0\ud611\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uae08\uc735 \uc790\ubb38\uac00\ub97c \uc704\ud574 \uc124\uacc4\ub41c \ucd5c\uc2e0 CRM \uc2dc\uc2a4\ud15c\uc740 \ud22c\uc790 \uc124\uba85\uc11c, \uc7ac\ubb34 \uacc4\ud68d\ubd80\ud130 \uc11c\uba85\ub41c \uacc4\uc57d\uc11c, \uaddc\uc815 \uc900\uc218 \uae30\ub85d\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uace0\uac1d \ub370\uc774\ud130\uc640 \ubbfc\uac10\ud55c \ubb38\uc11c\ub97c \uc704\ud55c \uc911\uc559 \uc9d1\uc911\uc2dd \ubcf4\uc548 \ub9ac\ud3ec\uc9c0\ud1a0\ub9ac\ub97c \uc81c\uacf5\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac15\ub825\ud55c CRM \uc194\ub8e8\uc158\uc740 \ud074\ub9ad \uba87 \ubc88\uc73c\ub85c \uace0\uac1d \uc815\ubcf4\ub97c \uc5c5\ub85c\ub4dc, \uc815\ub9ac, \uac80\uc0c9\ud560 \uc218 \uc788\uc5b4 \ubb38\uc11c \uad00\ub9ac\ub97c \uac04\uc18c\ud654\ud569\ub2c8\ub2e4. \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \uc554\ud638\ud654, \uc138\ubd84\ud654\ub41c \uc561\uc138\uc2a4 \uc81c\uc5b4, \uc0c1\uc138\ud55c \uac10\uc0ac \ucd94\uc801\uacfc \uac19\uc740 \uace0\uae09 \ubcf4\uc548 \uae30\ub2a5\uc744 \ud1b5\ud574 \uad8c\ud55c\uc774 \uc788\ub294 \uc9c1\uc6d0\ub9cc \uae30\ubc00 \uace0\uac1d \ub370\uc774\ud130\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ubb34\ub2e8 \uc561\uc138\uc2a4\ub85c\ubd80\ud130 \ubbfc\uac10\ud55c \uc815\ubcf4\ub97c \ubcf4\ud638\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc5c4\uaca9\ud55c \uaddc\uc81c \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 \ub370\ub3c4 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \ud1b5\ud569 \ubb38\uc11c \uad00\ub9ac \uae30\ub2a5\uc774 \uc788\ub294 CRM\uc744 \ud65c\uc6a9\ud558\uc5ec \uad00\ub9ac \uc624\ubc84\ud5e4\ub4dc\ub97c \uc904\uc774\uace0, \ud30c\uc77c \ubd84\uc2e4\uc774\ub098 \ubd84\uc2e4\uc758 \uc704\ud5d8\uc744 \ucd5c\uc18c\ud654\ud558\uba70, \uace0\uac1d\uc758 \uc694\uccad\uc5d0 \uc2e0\uc18d\ud558\uac8c \ub300\uc751\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\ub4e4\uc740 \uc790\uc2e0\uc758 \uc7ac\ubb34 \ub370\uc774\ud130\uac00 \uc138\uc2ec\ud55c \uc8fc\uc758\ub97c \uae30\uc6b8\uc5ec \ucc98\ub9ac\ub41c\ub2e4\ub294 \uc0ac\uc2e4\uc744 \uc54c\uae30 \ub54c\ubb38\uc5d0 \uc804\ubb38\uc131\uacfc \uc548\uc2ec\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc744 \ub192\uc774 \ud3c9\uac00\ud569\ub2c8\ub2e4. \ub610\ud55c \ud5a5\uc0c1\ub41c \ubb38\uc11c \uad00\ub9ac \uae30\ub2a5\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \uad00\uacc4\uc758 \ubaa8\ub4e0 \ub2e8\uacc4\uc5d0\uc11c \uc801\uc2dc\uc5d0 \uc815\ud655\ud558\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4. \uacbd\uc7c1\uc774 \uce58\uc5f4\ud55c \uc624\ub298\ub0a0\uc758 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uc5d0\uc11c \uc548\uc804\ud55c \ubb38\uc11c \uad00\ub9ac\ub97c \uc704\ud55c \ub178\ub825\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uac83\uc740 \uc2e0\ub8b0\uc640 \ucda9\uc131\ub3c4\ub97c \uad6c\ucd95\ud558\ub294 \ud575\uc2ec\uc801\uc778 \ucc28\ubcc4\ud654 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Introduction: From Generic Advice to Hyper Personalized Wealth Management Client expectations have transformed dramatically since 2020. Investors who once accepted quarterly paper statements now expect their bank or wealth manager to deliver Netflix level personalization. They want recommendations that feel tailored to their exact situation, delivered through the channels they prefer, at the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49051,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35,95],"class_list":["post-49042","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking","tag-wealth-management"],"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 Personalize Financial Advice Using CRM | InvestGlass<\/title>\n<meta name=\"description\" content=\"Key Takeaways A modern CRM like InvestGlass centralizes client data, risk profiles, and portfolios to deliver tailored advice at scale, transforming how\" \/>\n<meta name=\"robots\" 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