{"id":49075,"date":"2026-02-11T14:18:48","date_gmt":"2026-02-11T13:18:48","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49075"},"modified":"2026-02-13T06:16:27","modified_gmt":"2026-02-13T05:16:27","slug":"crm%ec%9d%84-%ec%82%ac%ec%9a%a9%ed%95%98%ec%97%ac-%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac-%ed%9a%8c%ec%82%ac%eb%a5%bc-%ec%84%b1%ec%9e%a5%ec%8b%9c%ed%82%a4%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-grow-a-wealth-management-firm-using-crm\/","title":{"rendered":"CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub97c \uc131\uc7a5\uc2dc\ud0a4\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\ub294 \uace0\uac1d \uad00\uacc4\uc758 \ud798\uc774 \ud68c\uc0ac\uc758 \uc7a5\uae30\uc801\uc778 \uc131\uacf5\uc744 \uacb0\uc815\ud558\ub294 \uc5ed\ub3d9\uc801\uc774\uace0 \uae4c\ub2e4\ub85c\uc6b4 \ubd84\uc57c\uc785\ub2c8\ub2e4. \uae08\uc735 \uc790\ubb38\uac00\ub294 \uaddc\uc81c \uc694\uac74\uacfc \uacbd\uc7c1 \uc2ec\ud654 \uc18d\uc5d0\uc11c \ubcf5\uc7a1\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad00\ub9ac\ud558\uace0 \uc9c4\ud654\ud558\ub294 \uace0\uac1d\uc758 \uc694\uad6c\uc5d0 \uc2e0\uc18d\ud558\uac8c \ub300\uc751\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ub9e4\uc6b0 \uac1c\uc778\ud654\ub41c \uace0\uac1d \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud658\uacbd\uc5d0\uc11c \uace0\uac1d \uad00\uacc4 \uad00\ub9ac(CRM) \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ucc28\ubcc4\ud654\ud558\uace0 \ud655\uc7a5 \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \ub2ec\uc131\ud558\ub824\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \ud544\uc218\uc801\uc778 \ub3c4\uad6c\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac15\ub825\ud55c CRM \uc2dc\uc2a4\ud15c\uc740 \ubaa8\ub4e0 \uace0\uac1d \ub370\uc774\ud130\uc758 \uc911\uc559 \ud5c8\ube0c \uc5ed\ud560\uc744 \ud558\uc5ec \uc7ac\ubb34 \uc124\uacc4\uc0ac\uac00 \uc5f0\ub77d\ucc98 \uc815\ubcf4\ub97c \uc815\ub9ac\ud558\uace0, \ubaa8\ub4e0 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\uace0, \uc8fc\uc694 \uc791\uc5c5\uc744 \uc790\ub3d9\ud654\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc911\uc559 \uc9d1\uc911\uc2dd \uc811\uadfc \ubc29\uc2dd\uc740 \uc77c\uc0c1\uc801\uc778 \uc5c5\ubb34\ub97c \uac04\uc18c\ud654\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ub354 \ub192\uc740 \uc218\uc900\uc758 \uace0\uac1d \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc885\ud569\uc801\uc778 \uace0\uac1d \ud504\ub85c\ud544\uc5d0 \uc989\uc2dc \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uac1d\uc758 \uc694\uad6c\ub97c \uc608\uce21\ud558\uace0 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uac1c\uc778\ud654\ud558\uba70 \uae30\ud68c\ub098 \ud6c4\uc18d \uc870\uce58\ub97c \ub193\uce58\uc9c0 \uc54a\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6b4\uc601 \ud6a8\uc728\uc131\uc740 \uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c CRM \ub3c4\uc785\uc758 \ub610 \ub2e4\ub978 \uc8fc\uc694 \uc774\uc810\uc785\ub2c8\ub2e4. CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc77c\uc0c1\uc801\uc778 \ud504\ub85c\uc138\uc2a4\ub97c \uc790\ub3d9\ud654\ud558\uace0 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc758 \uc815\ubcf4\ub97c \ud1b5\ud569\ud568\uc73c\ub85c\uc368 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ub354 \uac15\ub825\ud55c \uace0\uac1d \uad00\uacc4 \uad6c\ucd95\uacfc \uace0\uac1d \uae30\ubc18 \ud655\ub300\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub294 \uadc0\uc911\ud55c \uc2dc\uac04\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4. \uae09\ubcc0\ud558\ub294 \uc5c5\uacc4\uc5d0\uc11c CRM \ub3c4\uad6c\ub97c \ud65c\uc6a9\ud558\ub294 \uae30\uc5c5\uc740 \ubcc0\ud654\uc5d0 \uc801\uc751\ud558\uace0 \uace0\uac1d\uc758 \uae30\ub300\uce58\ub97c \ub6f0\uc5b4\ub118\uc73c\uba70 \uc9c0\uc18d \uac00\ub2a5\ud55c \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uc218 \uc788\ub294 \uc720\ub9ac\ud55c \uc704\uce58\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\uc8fc\uc694 \ub0b4\uc6a9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ucd5c\uc2e0 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc740 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uace0 \ud6c4\uc18d \uc870\uce58\ub97c \uc790\ub3d9\ud654\ud558\uba70 \uc804\uccb4 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc5d0 \uac78\uccd0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uc870\uc5b8 \uc81c\uacf5\uc744 \uc9c0\uc6d0\ud568\uc73c\ub85c\uc368 \ubaa8\ub4e0 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc758 \ud575\uc2ec \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ub2e4\uc74c\uacfc \uacb0\ud569\ud558\ub294 \uae30\uc5c5 <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=\"5934\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, KYC \uc6cc\ud06c\ud50c\ub85c \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub294 \uc77c\ubc18\uc801\uc73c\ub85c 12\uac1c\uc6d4\uc5d0\uc11c 24\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \ub354 \ub192\uc740 \uace0\uac1d \uc720\uc9c0\uc728\uc744 \ub2ec\uc131\ud558\uace0 \uc5b4\ub4dc\ubc14\uc774\uc800\ub2f9 \ub354 \ub9ce\uc740 \uc790\uc0b0\uc744 \uc218\uc9d1\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 InvestGlass\uc640 \uac19\uc740 \uc804\ubb38 \uc790\uc0b0 CRM\uc740 \ub370\uc774\ud130 \uc8fc\uad8c\uc5d0 \ub300\ud55c \uaddc\uc81c \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ub2e4\uc74c\uacfc \uac19\uc740 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5935\">\ub9c8\ucf00\ud305<\/a> \ud655\uc7a5 \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \uc704\ud55c \uc790\ub3d9\ud654 \ubc0f AI \uae30\ubc18 \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc740 \ub2e8\uc21c\ud788 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uad6c\ub9e4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ub9ac\ub4dc \uad00\ub9ac, \uc7a0\uc7ac \uace0\uac1d \uc721\uc131, \uad50\ucc28 \ud310\ub9e4, \ucd94\ucc9c\uc778 \ucd94\uc801 \ub4f1 CRM \ub0b4\ubd80\uc758 \uc77c\uad00\ub41c \ud504\ub85c\uc138\uc2a4\ub97c \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubcc0\ud654 \uad00\ub9ac\ub294 \uae30\uc220\ub9cc\ud07c\uc774\ub098 \uc911\uc694\ud569\ub2c8\ub2e4. \ubaa9\ud45c\uc5d0 \ub9de\ucd98 \uad50\uc721\uacfc \uba85\ud655\ud55c KPI\ub294 CRM \ub3c4\uc785\uc744 \uce21\uc815 \uac00\ub2a5\ud55c \ub9e4\ucd9c\uacfc AUM \ud655\ub300\ub85c \uc804\ud658\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-wealth-management-firms-need-crm-to-drive-organic-growth\">\uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uac00 \uc720\uae30\uc801 \uc131\uc7a5\uc744 \uc704\ud574 CRM\uc774 \ud544\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uc911\uacac \uc790\uc0b0\uad00\ub9ac \ud68c\uc0ac\ub4e4\uc774 \uc5ec\uc804\ud788 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8, \uc774\uba54\uc77c \ud3f4\ub354, \ub2e8\uc808\ub41c \ub3c4\uad6c\uc5d0 \uc758\uc874\ud574 \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uc0c1\ub2f9\ud55c \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc744 \ucd08\ub798\ud558\uace0 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uc81c\ud55c\ud558\uba70 \ud604\uc7ac \uace0\uac1d\uc774 \uae30\ub300\ud558\ub294 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uac83\uc744 \uac70\uc758 \ubd88\uac00\ub2a5\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc744 \uad6c\ud604\ud558\ub294 \uac83 \uc678\uc5d0\ub3c4 \ud68c\uc0ac \uc804\uccb4\uc758 \uc6cc\ud06c\ud50c\ub85c \ud6a8\uc728\uc131, \ud655\uc7a5\uc131 \ubc0f \uaddc\uc815 \uc900\uc218\ub97c \ud5a5\uc0c1\uc2dc\ud0a4\uae30 \uc704\ud574 \ud1b5\ud569\ud560 \uc218 \uc788\ub294 \ub2e4\ub978 \ub3c4\uad6c\ub97c \ud3c9\uac00\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac \uc5c5\uacc4 \uc804\ubc18\uc5d0\uc11c \uc218\uc218\ub8cc \uc555\ubc15\uc774 \uacc4\uc18d \uc2ec\ud654\ub418\uace0 \uc788\ub294 \ubc18\uba74, \uace0\uac1d\uc758 \uae30\ub300\uce58\ub294 2024\ub144\uacfc 2025\ub144\uae4c\uc9c0 \uae09\uaca9\ud788 \uc0c1\uc2b9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc561 \uc790\uc0b0\uac00\uc640 \ub300\uaddc\ubaa8 \ubd80\uc720\uce35 \uace0\uac1d\uc740 \uc790\uc2e0\uc758 \ubaa9\ud45c\ub97c \uc774\ud574\ud558\uace0, \uace0\uac1d\uc758 \uc694\uad6c\ub97c \uc608\uce21\ud558\uba70, \uc120\uc81c\uc801\uc73c\ub85c \uc18c\ud1b5\ud558\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \uc6d0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc218\uc900\uc758 \uace0\uac1d \uc11c\ube44\uc2a4\ub97c \ub300\uaddc\ubaa8\ub85c \uc81c\uacf5\ud558\ub294 \uac83\uc740 \ubaa8\ub4e0 \uace0\uac1d \uc815\ubcf4\ub97c \ud1b5\ud569\ud558\ub294 \uc911\uc559 \uc9d1\uc911\uc2dd \uc2dc\uc2a4\ud15c \uc5c6\uc774\ub294 \ubd88\uac00\ub2a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5c5\uacc4 \uc870\uc0ac\uc5d0\uc11c\ub3c4 \uc774\ub7ec\ud55c \ud604\uc2e4\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc790\uc640 \uc790\uc0b0 \uad00\ub9ac\uc790\uc758 3\ubd84\uc758 2 \uc774\uc0c1\uc774 \ub370\uc774\ud130 \uad00\ub9ac\uc640 \uace0\uac1d \uc778\uc0ac\uc774\ud2b8\ub97c \uc131\uc7a5 \uc804\ub7b5\uc758 \uc8fc\uc694 \uc218\ub2e8\uc73c\ub85c \uc5ec\uae30\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uace0\uac1d\uc774 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub97c \ubc14\uafc0 \uac00\ub2a5\uc131\uc774 \ub0ae\uc544\uc9c0\ub294 \uacbd\uc81c \ubd88\ud655\uc2e4\uc131 \uc2dc\uae30\uc5d0\ub294 \ub354\uc6b1 \uadf8\ub7ec\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc744 \uc798 \uad6c\ud604\ud558\uba74 \uc0ac\ud6c4 \ub300\uc751\uc5d0\uc11c \uc0ac\uc804 \uc608\ubc29\uc801 \ucc38\uc5ec\ub85c \uc804\ud658\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \uac00\uad6c, \ubaa9\ud45c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc774\ub825\uc744 \ud55c \uacf3\uc5d0\uc11c \uc644\ubcbd\ud558\uac8c \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac00\uc2dc\uc131\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \ubbf8\ud305\uc744 \uc900\ube44\ud558\ub294 \ubc29\uc2dd\uacfc \ud68c\uc0ac\uac00 \uad00\uacc4\ub97c \uc2ec\ud654\ud560 \uc218 \uc788\ub294 \uae30\ud68c\ub97c \ud30c\uc545\ud558\ub294 \ubc29\uc2dd\uc744 \ubcc0\ud654\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc81c\uc791\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub2f9\uc0ac\uc758 \uace0\uac1d\uc740 CRM\uc744 \ub2e8\uc21c\ud55c \uc5f0\ub77d\ucc98 \ub370\uc774\ud130\ubca0\uc774\uc2a4\ub85c \ucde8\uae09\ud558\uc9c0 \uc54a\uace0 \uc720\uae30\uc801 \uc131\uc7a5\uc744 \uc704\ud55c \uc911\ucd94\ub85c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uae30\ub2a5\uc774 \uc2e4\uc81c \ube44\uc988\ub2c8\uc2a4 \uc131\uacfc\ub85c \uc5f0\uacb0\ub418\ub294 \ubc29\uc2dd\uc5d0 \ucc28\uc774\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\uc73c\ub85c \ud574\uacb0\ub418\ub294 \uc77c\ubc18\uc801\uc778 \ubb38\uc81c<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc5d0 \ud769\uc5b4\uc838 \uc788\ub294 \ud074\ub77c\uc774\uc5b8\ud2b8 \ub370\uc774\ud130\ub85c \uc778\ud574 \ud1b5\ud569\ub41c \ubcf4\uae30\uac00 \ubd88\uac00\ub2a5\ud55c \uacbd\uc6b0<\/li>\n\n\n\n<li>\ud6c4\uc18d \uc870\uce58 \ub204\ub77d\uacfc \uc77c\uad00\uc131 \uc5c6\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc73c\ub85c \uace0\uac1d \ub9cc\uc871\ub3c4 \uc800\ud558<\/li>\n\n\n\n<li>\uad00\uacc4 \uad6c\ucd95\uc5d0 \ud22c\uc790\ud574\uc57c \ud560 \uc0c1\ub2f4\uc0ac \uc2dc\uac04\uc744 \uc218\uc791\uc5c5\uc73c\ub85c \uc18c\ubaa8\ud558\ub294 \ubb38\uc81c<\/li>\n\n\n\n<li>\uc870\uc5b8 \uc0c1\ud638 \uc791\uc6a9\uc5d0 \ub300\ud55c \ubd80\uc2e4\ud55c \uae30\ub85d \ubcf4\uad00\uc73c\ub85c \uc778\ud55c \uaddc\uc815 \uc900\uc218 \uacf5\ubc31<\/li>\n\n\n\n<li>\ub9ac\ub354\uc2ed\uc744 \uc704\ud55c \ud30c\uc774\ud504\ub77c\uc778 \uc0c1\ud0dc \ubc0f \uc5b4\ub4dc\ubc14\uc774\uc800 \uc0dd\uc0b0\uc131\uc5d0 \ub300\ud55c \uc81c\ud55c\ub41c \uac00\uc2dc\uc131<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-crm-directly-supports-growth-of-assets-under-management\">CRM\uc774 \uad00\ub9ac \ub300\uc0c1 \uc790\uc0b0\uc758 \uc131\uc7a5\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \uc9c0\uc6d0\ud558\ub294 \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\ub9ac \uc790\uc0b0\uc758 \ucd94\uac00 \ub2e8\uc704\ub294 \uc7a0\uc7ac \uace0\uac1d \ubc1c\uad74, \uc804\ud658, \uc628\ubcf4\ub529, \uc801\ud569\ud55c \uace0\uac1d \uc720\uc9c0\ub77c\ub294 \ub124 \uac00\uc9c0 \uc791\uc5c5\uc744 \ub354 \uc798 \uc218\ud589\ud568\uc73c\ub85c\uc368 \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \uc81c\ub300\ub85c \uad6c\uc131\ub41c CRM\uc740 \uc774\ub7ec\ud55c \uac01 \ub2e8\uacc4\ub97c \uc9c1\uc811\uc801\uc73c\ub85c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-lead-generation-and-prospect-engagement\">\ub9ac\ub4dc \uc0dd\uc131 \ubc0f \uc7a0\uc7ac \uace0\uac1d \ucc38\uc5ec<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CRM \ud30c\uc774\ud504\ub77c\uc778\uc740 \uccab \uc6f9\uc0ac\uc774\ud2b8 \ubc29\ubb38 \ub610\ub294 \ucd94\ucc9c\uc778 \uc18c\uac1c\ubd80\ud130 \uacc4\uc57d \uccb4\uacb0\uae4c\uc9c0 \uc7a0\uc7ac \uace0\uac1d\uc744 \ucd94\uc801\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uacbd\uc601\uc9c4\uc740 \ub9ac\ub4dc\uac00 \uc815\uccb4\ub418\ub294 \uc9c0\uc810\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud558\uc5ec \uc804\ud658\uc728\uc744 \ucd5c\uc801\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc138\ubd84\ud654 \ub3c4\uad6c\ub294 \uc804\ud658\uc728\uc774 \ub192\uc740 \uc7a0\uc7ac \uace0\uac1d \uc720\ud615\uc744 \uc2dd\ubcc4\ud558\uc5ec \ud0c0\uac9f\ud305\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ucd94\ucc9c \ucd94\uc801\uc740 \uc18c\uac1c\ub97c \ud574\uc900 \uae30\uc874 \uace0\uac1d\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \uc5f0\uacb0\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-conversion-and-deal-management\">\uc804\ud658 \ubc0f \uac70\ub798 \uad00\ub9ac<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc911\uc559 \uc9d1\uc911\uc2dd \uc801\ud569\uc131 \ub370\uc774\ud130, \uc704\ud5d8 \ud504\ub85c\ud544 \ubc0f \ud22c\uc790 \uc120\ud638\ub3c4\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uac1d\uc774 \ub354 \ube60\ub974\uac8c \uc2e4\ud589\ud560 \uc218 \uc788\ub294 \uc81c\uc548\uc11c\ub97c \uc791\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc81c\uc548\uc11c \ubc0f \ud504\ub808\uc820\ud14c\uc774\uc158\uc744 \uc704\ud55c \ud15c\ud50c\ub9bf \ub77c\uc774\ube0c\ub7ec\ub9ac\ub85c \ud300 \uc804\uccb4\uc5d0\uc11c \uc77c\uad00\ub41c \ud488\uc9c8\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud65c\ub3d9 \ucd94\uc801\uc740 \uc5b4\ub5a4 \uc5b4\ub4dc\ubc14\uc774\uc800 \ud589\ub3d9\uc774 \uc6d0\ud654 \uc704\uc784\uacfc \uc5f0\uad00\ub418\uc5b4 \uc788\ub294\uc9c0 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud30c\uc774\ud504\ub77c\uc778 \uac00\uce58\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \uc778\uc0ac\uc774\ud2b8\ub97c \ud1b5\ud574 AUM \uc131\uc7a5\uc744 \uc815\ud655\ud558\uac8c \uc608\uce21\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-onboarding\">\uace0\uac1d \uc628\ubcf4\ub529<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub514\uc9c0\ud138 \uc591\uc2dd\uacfc \uc790\ub3d9\ud654\ub41c \ubb38\uc11c \uc218\uc9d1\uc73c\ub85c \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \uba87 \uc8fc\uc5d0\uc11c \uba70\uce60\ub85c \ub2e8\ucd95\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>KYC \uc6cc\ud06c\ud50c\ub85c\ub97c \ud1b5\ud574 \uacc4\uc815 \ud65c\uc131\ud654 \uc804\uc5d0 \ubaa8\ub4e0 \uaddc\uc815 \uc900\uc218 \uc694\uac74\uc744 \ucda9\uc871\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud658\uc601 \uc2dc\ud000\uc2a4\ub294 \uc2e0\uaddc \uace0\uac1d\uc5d0\uac8c \uc0ac\uc6a9 \uac00\ub2a5\ud55c \ubaa8\ub4e0 \uc11c\ube44\uc2a4\ub97c \uc18c\uac1c\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc791\uc5c5 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc911\uc694\ud55c \uccab 90\uc77c \ub3d9\uc548 \uc5b4\ub5a4 \uac83\ub3c4 \ub193\uce58\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-retention-and-expansion\">\uace0\uac1d \uc720\uc9c0 \ubc0f \ud655\uc7a5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac80\ud1a0 \ud68c\uc758 \uc54c\ub9bc \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc5c5\ub370\uc774\ud2b8 \uc54c\ub9bc\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc815\uae30\uc801\uc73c\ub85c \uc5f0\ub77d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud589\ub3d9 \ud50c\ub798\uadf8\ub294 \uace0\uac1d\uc774 \uc774\ud0c8\ud558\uae30 \uc804\uc5d0 \uc7a0\uc7ac\uc801 \uc774\ud0c8 \uc9d5\ud6c4\ub97c \ubcf4\uc774\ub294 \uace0\uac1d\uc744 \uc2dd\ubcc4\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uad50\ucc28 \ud310\ub9e4 \ucea0\ud398\uc778\uc740 \uac01 \uace0\uac1d\uc758 \ubcc0\ud654\ud558\ub294 \uc694\uad6c \uc0ac\ud56d\uacfc \uad00\ub828\ub41c \ucd94\uac00 \uc11c\ube44\uc2a4\ub97c \ud45c\uc2dc\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>CRM \ub3c4\uad6c\uac00 \ub2e4\ub978 \uacf3\uc5d0 \ubcf4\uc720\ud55c \uc790\uc0b0\uc744 \ucd94\uc801\ud558\uba74 \uc0c1\ud5a5 \ud310\ub9e4 \uae30\ud68c\uac00 \uac00\uc2dc\ud654\ub429\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc608\uc2dc \uc2dc\ub098\ub9ac\uc624:<\/strong> \ud55c \ud68c\uc0ac\ub294 6\uac1c\uc6d4 \uc804\uc5d0 \uac00\uc774\ub4dc\ub97c \ub2e4\uc6b4\ub85c\ub4dc\ud588\uc9c0\ub9cc \ubbf8\ud305\uc744 \uc608\uc57d\ud558\uc9c0 \uc54a\uc740 \ud734\uba74 \ub9ac\ub4dc\ub97c \ub2e4\uc2dc \ucc38\uc5ec\uc2dc\ud0a4\uae30 \uc704\ud574 \uc790\ub3d9\ud654\ub41c \ucea0\ud398\uc778\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc774 \ucea0\ud398\uc778\uc740 2\uc8fc\uc5d0 \uac78\uccd0 \uc138 \ubc88\uc758 \ud0c0\uac9f \uc774\uba54\uc77c\uc744 \uc804\uc1a1\ud558\uc5ec \ud55c \ubd84\uae30 \ub3d9\uc548 15\uac74\uc758 \uc2e0\uaddc \ubc1c\uacac \uc804\ud654\uc640 \ucd1d 800\ub9cc \ub2ec\ub7ec\uc758 \uc2e0\uaddc AUM\uc5d0 \ud574\ub2f9\ud558\ub294 4\uac74\uc758 \ub9e8\ub370\uc774\ud2b8\ub97c \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-crm-capabilities-wealth-managers-should-use-for-growth\">\uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc131\uc7a5\uc744 \uc704\ud574 \uc0ac\uc6a9\ud574\uc57c \ud558\ub294 \uc8fc\uc694 CRM \uae30\ub2a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc790\uc5d0\uac8c \ubaa8\ub4e0 CRM \uae30\ub2a5\uc774 \ub611\uac19\uc774 \uc911\uc694\ud55c \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4. \uc774 \uc139\uc158\uc5d0\uc11c\ub294 \uce21\uc815 \uac00\ub2a5\ud55c \uacb0\uacfc\ub97c \uc774\ub04c\uc5b4\ub0b4\ub294 \uc131\uc7a5\uc5d0 \uc911\uc694\ud55c \uae30\ub2a5\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \ud504\ub85c\ud544 \uad00\ub9ac<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubaa9\ud45c, \uac00\uc871 \uad6c\uc870, \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704, \ud22c\uc790 \uc790\uc0b0, KYC \ub370\uc774\ud130\ub97c \ud55c \uacf3\uc5d0 \uc800\uc7a5\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\ubaa8\ub4e0 \uac00\uc871 \uad6c\uc131\uc6d0\uc758 \uc5f0\ub77d\ucc98 \uc815\ubcf4 \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ubcf8 \uc124\uc815\uc744 \uc644\ubcbd\ud558\uac8c \uc720\uc9c0\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc740\ud1f4 \ub0a0\uc9dc, \uc0ac\uc5c5 \ub9e4\ucd9c, \uc0c1\uc18d \uc608\uc0c1\uc561\uacfc \uac19\uc740 \uc778\uc0dd \uc774\ubca4\ud2b8\ub97c \ucd94\uc801\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \ud544\uc694\ud55c \ubaa8\ub4e0 \uac83\uc5d0 \uc989\uc2dc \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \uad8c\ud55c\uc744 \ubd80\uc5ec\ud558\uc5ec \uc804\uccb4\uc801\uc778 \uc870\uc5b8\uc744 \uc9c0\uc6d0\ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc791\uc5c5 \uc790\ub3d9\ud654 \ubc0f \uc6cc\ud06c\ud50c\ub85c \uad00\ub9ac<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \ubbf8\ud305 \ud6c4 \uc790\ub3d9 \ud6c4\uc18d \uc870\uce58 \uc54c\ub9bc\uc73c\ub85c \uae30\ud68c\ub97c \ub193\uce58\ub294 \uc77c\uc774 \uc5c6\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubb38\uc11c \ucd94\uc801 \uc2dc\ud000\uc2a4\ub294 \uc218\uc791\uc5c5\uc744 \uc904\uc774\uace0 \uc628\ubcf4\ub529 \uc18d\ub3c4\ub97c \ub192\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc815\uae30 \uac80\ud1a0 \uc77c\uc815\uc740 \uc801\uc808\ud55c \uac04\uaca9\uc73c\ub85c \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \uc791\uc5c5\uc744 \ud2b8\ub9ac\uac70\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubaa8\ub4e0 \uc0ac\ub78c\uc774 \ucc45\uc784\uc744 \uc9c0\ub294 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc8fc\uc694 \uc791\uc5c5\uc744 \uc78a\uc5b4\ubc84\ub9ac\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>CRM \ud50c\ub7ab\ud3fc\uc740 \uace0\uac1d \uad00\ub9ac \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucd94\uc801 \ub0b4\uc5d0\uc11c \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc744 \uc790\ub3d9\ud654\ud558\uc5ec \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uace0 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud558\uba70 \uaddc\uc815\uc744 \uc900\uc218\ud560 \uc218 \uc788\ub3c4\ub85d \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc790\ub3d9\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud1b5\ud569 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc131\uacfc \ubcf4\uae30<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubcf4\uc720 \ubc0f \ud560\ub2f9 <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=\"\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5933\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/a> \ud074\ub77c\uc774\uc5b8\ud2b8 \ub808\ucf54\ub4dc\uc5d0 \uc9c1\uc811 \ud45c\uc2dc<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ubcc4\ub3c4\uc758 \uc7ac\ubb34 \uacc4\ud68d \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub85c \uc804\ud658\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc131\uacfc \uc9c0\ud45c\ub97c \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc2e4\uc801\uc774 \uc800\uc870\ud55c \uc138\uadf8\uba3c\ud2b8\uc758 \uace0\uac1d\uc744 \ud30c\uc545\ud558\uc5ec \uc120\uc81c\uc801\uc778 \uc544\uc6c3\ub9ac\uce58 \uc81c\uacf5<\/li>\n\n\n\n<li>\ucee4\uc2a4\ud1a0\ub514\uc5bc \ud50c\ub7ab\ud3fc \ud1b5\ud569\uc73c\ub85c \uc218\ub3d9 \uc5c5\ub370\uc774\ud2b8 \uc5c6\uc774\ub3c4 \ub370\uc774\ud130\ub97c \ucd5c\uc2e0 \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud3ec\uad04\uc801\uc778 \ub370\uc774\ud130 \uc2dc\uac01\ud654 \ubc0f \ubcf4\uace0\ub97c \uc704\ud55c \uc2e4\uc2dc\uac04 \ub300\uc2dc\ubcf4\ub4dc, \ud22c\uc790 \ubd84\uc11d, \ub0b4\uc7a5\ub41c \ube44\uc988\ub2c8\uc2a4 \uc778\ud154\ub9ac\uc804\uc2a4 \uae30\ub2a5\uc744 Microsoft Dynamics 365\uc758 Power BI\uc640 \ud1b5\ud569\ud558\uc5ec \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc7a0\uc7ac \uace0\uac1d, \uae30\uc874 \uace0\uac1d \ubc0f \uc601\ud5a5\ub825 \uc788\ub294 \uc13c\ud130\ub97c \uc704\ud55c \uc774\uba54\uc77c \uc5ec\uc815 \uc138\ubd84\ud654<\/li>\n\n\n\n<li>\ud3ec\ud138 \ub85c\uadf8\uc778, \ubb38\uc11c \ub2e4\uc6b4\ub85c\ub4dc \ub610\ub294 \ube44\ud65c\uc131 \uc0c1\ud0dc\uc640 \uac19\uc740 \ud589\ub3d9\uc73c\ub85c \ud2b8\ub9ac\uac70\ub41c \ucea0\ud398\uc778<\/li>\n\n\n\n<li>\uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \ub2e8\uacc4 \ubc0f \ud22c\uc790 \uad00\uc2ec\uc0ac\uc5d0 \ub530\ub77c \ub9de\ucda4\ud654\ub41c \ucf58\ud150\uce20 \uc81c\uacf5<\/li>\n\n\n\n<li>\uc131\uacfc \ucd94\uc801\uc740 \uc5b4\ub5a4 \ucea0\ud398\uc778\uc774 \uc801\uaca9 \ud30c\uc774\ud504\ub77c\uc778\uc744 \uc0dd\uc131\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud3ec\ud138\uc740 CRM\uc5d0\uc11c \ub370\uc774\ud130\ub97c \uac00\uc838\uc640 \uace0\uac1d\uc774 \ubcf4\uace0\uc11c\ub97c \ubcf4\uace0, \ubb38\uc11c\uc5d0 \uc11c\uba85\ud558\uace0, \uc0c1\ub2f4\uc0ac\uc5d0\uac8c \uc548\uc804\ud558\uac8c \uba54\uc2dc\uc9c0\ub97c \ubcf4\ub0bc \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub2e8\uc77c \ub85c\uadf8\uc778\uc73c\ub85c \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ub9c8\ucc30 \uc81c\uac70<\/li>\n\n\n\n<li>\ubaa8\ubc14\uc77c \uc561\uc138\uc2a4\ub97c \ud1b5\ud574 \uace0\uac1d\uc774 \uc5b4\ub514\uc11c\ub098 \ucc38\uc5ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubbfc\uac10\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc704\ud574 \ubcf4\uc548 \uba54\uc2dc\uc9d5\uc774 \uc548\uc804\ud558\uc9c0 \uc54a\uc740 \uc774\uba54\uc77c\uc744 \ub300\uccb4\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \ud2b9\uc815 \uae30\ub2a5<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc774\ud130 \uc8fc\uad8c \uc694\uac74\uc744 \ucda9\uc871\ud558\ub294 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \uace0\uac1d \ud504\ub85c\ud544<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \ud3c9\uac00 \ubc0f \uacc4\uc88c \uac1c\uc124\uc744 \uc704\ud55c \ub514\uc9c0\ud138 \uc591\uc2dd<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218\ub97c \ucd5c\uc2e0 \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud558\ub294 \uc790\ub3d9\ud654\ub41c KYC \uac31\uc2e0 \uc6cc\ud06c\ud50c\ub85c<\/li>\n\n\n\n<li>\uc790\uc0b0 \uad00\ub9ac \uc0ac\uc6a9 \uc0ac\ub840\ub97c \uc704\ud55c \uc0ac\uc804 \uad6c\ucd95\ub41c \ud15c\ud50c\ub9bf\uc73c\ub85c \uc124\uc815 \uc2dc\uac04 \ub2e8\ucd95<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-using-crm-to-deliver-personalised-client-engagement-at-scale\">CRM\uc744 \uc0ac\uc6a9\ud558\uc5ec \ub300\uaddc\ubaa8\ub85c \uac1c\uc778\ud654\ub41c \uace0\uac1d \ucc38\uc5ec \uc81c\uacf5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uc561 \uc790\uc0b0\uac00 \ubc0f \ub300\uaddc\ubaa8 \ubd80\uc720\uce35 \uace0\uac1d\uc740 \ub9de\ucda4\ud615 \uc0c1\ub2f4\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \uc774\ub4e4\uc740 \uc790\ub140\uc758 \uc774\ub984\uc744 \uae30\uc5b5\ud558\uace0, \ube44\uc988\ub2c8\uc2a4 \uacfc\uc81c\ub97c \uc774\ud574\ud558\uace0, \uace0\uac1d\uc758 \uc694\uad6c\ub97c \uc608\uce21\ud560 \uc218 \uc788\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \uc6d0\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc790\uc0b0 \uad00\ub9ac\uc790\ub4e4\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800 \ud55c \uba85\ub2f9 \uc218\ubc31 \uba85\uc758 \uad00\uacc4\ub97c \ucc98\ub9ac\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. CRM\uc740 \ud300\uc758 \uc9c0\uce58\uc9c0 \uc54a\uace0\ub3c4 \uc774\ub7ec\ud55c \uc218\uc900\uc758 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-complete-client-timelines\">\uc644\ubcbd\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \ud0c0\uc784\ub77c\uc778 \uad6c\ucd95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ud0c0\uc784\ub77c\uc778\uc740 \ubaa8\ub4e0 \ud1b5\ud654, \uc774\uba54\uc77c, \ud68c\uc758, \uba54\ubaa8\ub97c \uc2dc\uac04\uc21c\uc73c\ub85c \uc800\uc7a5\ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc778\uc0dd \uc774\ubca4\ud2b8, \uc2b9\uc9c4, \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8, \uac00\uc871 \ubcc0\ub3d9 \uc0ac\ud56d\uc744 \uba87 \ucd08 \ub9cc\uc5d0 \ucc38\uc870\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc774 \ud1b5\ud654 \uc911\uc5d0 \ub538\uc758 \uacb0\ud63c\uc2dd\uc744 \uc5b8\uae09\ud558\uba74 \uadf8 \uba54\ubaa8\ub294 \ub2e4\uc74c\uc5d0 \ud1b5\ud654\ud558\ub294 \ubaa8\ub4e0 \ud300\uc6d0\uc5d0\uac8c \ud45c\uc2dc\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc77c\uad00\uc131\uc740 \uc2e0\ub8b0\ub97c \uc313\uace0 \uc9c4\uc815\ud55c \uc774\ud574\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-segmentation-strategies-for-relevant-communication\">\uad00\ub828\uc131 \ub192\uc740 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc704\ud55c \uc138\ubd84\ud654 \uc804\ub7b5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \uc138\ubd84\ud654\ub294 \uc77c\ubc18\uc801\uc778 \uc544\uc6c3\ub9ac\uce58\ub97c \uc758\ubbf8 \uc788\ub294 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc73c\ub85c \uc804\ud658\ud569\ub2c8\ub2e4. \uc5f0\ub839, \uc720\ub3d9\uc131 \uc774\ubca4\ud2b8 \ub0a0\uc9dc, \uc0ac\uc5c5\uc8fc \uc0c1\ud0dc \ub610\ub294 \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704\uc640 \uac19\uc740 CRM \ud544\ub4dc\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \uc2dc\uae30\uc801\uc808\ud558\uace0 \uad00\ub828\uc131 \uc788\ub294 \uba54\uc2dc\uc9c0\ub97c \ubcf4\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc138\uadf8\uba3c\ud2b8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud2b8\ub9ac\uac70<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ucea0\ud398\uc778 \uc608\uc2dc<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>5\ub144 \uc774\ub0b4 \ud1f4\uc9c1 \uc608\uc815\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5f0\ub839 \ud544\ub4dc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc18c\ub4dd \uacc4\ud68d \uc6e8\ube44\ub098 \ucd08\ub300<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ube44\uc988\ub2c8\uc2a4 \uc18c\uc720\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5d4\ud2f0\ud2f0 \uc720\ud615 \ud544\ub4dc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucd9c\uad6c \uacc4\ud68d \uac00\uc774\ub4dc \uc81c\uacf5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub192\uc740 \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \uc810\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub300\uccb4 \ud22c\uc790 \uae30\ud68c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ucd5c\uadfc \ubbf8\ub9dd\uc778 \ub610\ub294 \ud640\uc544\ube44<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc0dd\ud65c \uc774\ubca4\ud2b8 \ud50c\ub798\uadf8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubd80\ub3d9\uc0b0 \uacc4\ud68d \uccb4\ud06c\uc778<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-personal-touches\">\uc790\ub3d9\ud654\ub41c \uac1c\uc778 \ud130\uce58<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc790\ub3d9\uc73c\ub85c \uc804\uc1a1\ub418\uc9c0\ub9cc \uac1c\uc778\uc801\uc73c\ub85c \ud45c\uc2dc\ub418\ub294 \uc0dd\uc77c \ucd95\ud558 \uc778\uc0ac\ub9d0<\/li>\n\n\n\n<li>\uac80\ud1a0 \ub300\ud654\ub97c \uc720\ub3c4\ud558\ub294 \uacc4\uc57d \ub9cc\uae30 \uc54c\ub9bc<\/li>\n\n\n\n<li>\uad00\uacc4\uc758 \uae30\uac04\uc744 \ucd95\ud558\ud558\ub294 \uae30\ub150\uc77c \uba54\uc2dc\uc9c0<\/li>\n\n\n\n<li>\uac01 \uace0\uac1d\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uc720\uc5d0 \ub9de\ucd98 \uc2dc\uc7a5 \ub17c\ud3c9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \uc608\uc2dc:<\/strong> 2024\ub144 \ucd08 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uc774\ubca4\ud2b8\uac00 \ubc1c\uc0dd\ud588\uc744 \ub54c, \ud55c \ud68c\uc0ac\ub294 \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc815\uc758\ub41c \uc704\ud5d8 \uc810\uc218 \uc774\uc0c1\uc758 \ubaa8\ub4e0 \uace0\uac1d\uc5d0\uac8c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\ub3d9\uc131 \uc5c5\ub370\uc774\ud2b8 \uc774\uba54\uc77c\uc744 \ud2b8\ub9ac\uac70\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uba54\uc2dc\uc9c0\ub294 \uba87 \uc2dc\uac04 \ub0b4\uc5d0 \ubc1c\uc1a1\ub418\uc5b4 \uace0\uac1d\uc774 \uc6b0\ub824\ub97c \ud45c\uba85\ud558\uae30 \uc804\uc5d0 \uc548\uc2ec\ud560 \uc218 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uc774 \uc0ac\uc804 \uc608\ubc29\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \uc778\ubc14\uc6b4\ub4dc \ud1b5\ud654\ub97c 40% \uc904\uc774\uace0 \uace0\uac1d \uad00\uacc4\ub97c \uac15\ud654\ud558\ub294 \uae0d\uc815\uc801\uc778 \ud53c\ub4dc\ubc31\uc744 \ucc3d\ucd9c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-referral-tracking-and-growth\">\ucd94\ucc9c \ucd94\uc801 \ubc0f \uc131\uc7a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub41c \ucc38\uc5ec\ub294 \ucd94\ucc9c\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \ub9cc\uc871\ud55c \uace0\uac1d\uc740 \uc790\uc5f0\uc2a4\ub7fd\uac8c \uce5c\uad6c\ub098 \ub3d9\ub8cc\uc5d0\uac8c \uc790\uc2e0\uc758 \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \uc5b8\uae09\ud569\ub2c8\ub2e4. CRM\uc740 \ucd94\ucc9c\uc778 \uad00\uacc4\uc640 \ucd94\ucc9c \uc804\ud658\uc728\uc744 \ucd94\uc801\ud558\uc5ec \ucd5c\uace0\uc758 \uc639\ud638\uc790\ub97c \uc2dd\ubcc4\ud558\uace0 \uc774\ub7ec\ud55c \uad00\uacc4\ub97c \uc758\ub3c4\uc801\uc73c\ub85c \uc721\uc131\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2-1024x701.png\" alt=\"InvestGlass CRM\" class=\"wp-image-47052\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-2.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass CRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-building-a-crm-powered-operating-model-for-your-wealth-firm\">\uc790\uc0b0\uad00\ub9ac \ud68c\uc0ac\ub97c \uc704\ud55c CRM \uae30\ubc18 \uc6b4\uc601 \ubaa8\ub378 \uad6c\ucd95\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc220\ub9cc\uc73c\ub85c\ub294 \ud68c\uc0ac\ub97c \uc131\uc7a5\uc2dc\ud0ac \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. CRM\uc744 \uae30\ubcf8 \uae30\ub85d \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc0bc\uc544 \ud504\ub85c\uc138\uc2a4\ub97c \uc7ac\uc124\uacc4\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub97c \uc704\ud574\uc11c\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc77c\ud558\ub294 \ubc29\uc2dd, \ub9ac\ub354\uc2ed\uc774 \uc131\uacf5\uc744 \uce21\uc815\ud558\ub294 \ubc29\uc2dd, \uc9c0\uc6d0\ud300\uc774 \uace0\uac1d \ucc38\uc5ec\ub97c \uc9c0\uc6d0\ud558\ub294 \ubc29\uc2dd \uc804\ubc18\uc5d0 \uac78\uccd0 \uc758\ub3c4\uc801\uc778 \ubcc0\ud654\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc804\uccb4 \uace0\uac1d \uc5ec\uc815 \ub9e4\ud551<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uccab \uc6f9\uc0ac\uc774\ud2b8 \ubc29\ubb38\ubd80\ud130 \uc7a5\uae30\uc801\uc778 \ubd84\uae30\ubcc4 \uac80\ud1a0\uae4c\uc9c0 \ubaa8\ub4e0 \uc811\uc810\uc744 \ubb38\uc11c\ud654\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uace0\uac1d \ub9cc\uc871\ub3c4\uc640 \uace0\uac1d \uc720\uc9c0\uc5d0 \uac00\uc7a5 \uc911\uc694\ud55c \uc21c\uac04 \ud30c\uc545\ud558\uae30<\/li>\n\n\n\n<li>\uc774 \uc5ec\uc815\uc744 \uc815\ud655\ud558\uac8c \ubc18\uc601\ud558\ub3c4\ub85d CRM \ub2e8\uacc4 \ubc0f \uc6cc\ud06c\ud50c\ub85c\ub97c \uad6c\uc131\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc2dc\uc2a4\ud15c \uc678\ubd80\uc5d0\uc11c \uc911\uc694\ud55c \uc77c\uc774 \ubc1c\uc0dd\ud558\uc9c0 \uc54a\ub3c4\ub85d \ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc5b4\ub4dc\ubc14\uc774\uc800 \ud50c\ub808\uc774\ubd81 \ud45c\uc900\ud654<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ubbf8\ud305\uc744 \uae30\ub85d\ud558\uace0, \uc791\uc5c5\uc744 \uc124\uc815\ud558\uace0, \ud15c\ud50c\ub9bf\uc744 \uc0ac\uc6a9\ud558\ub294 \ubc29\ubc95\uc744 \uc815\uc758\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uace0\uac1d\uc774 \uc5b4\ub5a4 \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \ud568\uaed8 \uc77c\ud558\ub4e0 \uc77c\uad00\ub41c \uace0\uac1d \uacbd\ud5d8 \ub9cc\ub4e4\uae30<\/li>\n\n\n\n<li>\uacf5\uc774 \ub5a8\uc5b4\uc9c0\uac70\ub098 \uc77c\uad00\uc131 \uc5c6\ub294 \uc11c\ube44\uc2a4\ub85c \uc774\uc5b4\uc9c0\ub294 \ubcc0\ub3d9\uc131 \uac10\uc18c<\/li>\n\n\n\n<li>\uc2e0\uc785 \uc0ac\uc6d0\uc774 \ub354 \uc27d\uac8c \uc0dd\uc0b0\uc131\uc5d0 \ube60\ub974\uac8c \ub3c4\ub2ec\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9ac\ub354\uc2ed \ub300\uc2dc\ubcf4\ub4dc \uad6c\ucd95<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc138\uadf8\uba3c\ud2b8\ubcc4 \ud30c\uc774\ud504\ub77c\uc778 \uac00\uce58 \ubc0f \uc18d\ub3c4 \ucd94\uc801<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800 \ubc0f \uace0\uac1d \ucf54\ud638\ud2b8\ubcc4 AUM \uc131\uc7a5 \ubaa8\ub2c8\ud130\ub9c1<\/li>\n\n\n\n<li>\uace0\uac1d \ud65c\ub3d9 \uc218\uc900\uc744 \uce21\uc815\ud558\uc5ec \uc704\ud5d8 \uad00\uacc4 \ud30c\uc545<\/li>\n\n\n\n<li>\ud300 \uc131\uacfc \uac80\ud1a0\ub97c \uc704\ud55c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ub2e8\uc77c \uc18c\uc2a4\ub85c CRM \ub370\uc774\ud130 \uc0ac\uc6a9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc0ac\uc804 \uad6c\ucd95\ub41c \uc6cc\ud06c\ud50c\ub85c \ud65c\uc6a9<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc790\ubb38 \ud68c\uc0ac\uac00 \uc790\uccb4 \uc815\ucc45\uc5d0 \ub9de\uac8c \uc870\uc815\ud560 \uc218 \uc788\ub294 \uc628\ubcf4\ub529, \uc815\uae30\uc801\uc778 KYC \uac80\ud1a0 \ubc0f \uc801\ud569\uc131 \ud655\uc778\uc744 \uc704\ud55c \uc0ac\uc804 \uad6c\ucd95\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud15c\ud50c\ub9bf\uc740 \uad6c\ud604\uc744 \uac00\uc18d\ud654\ud558\uace0 \uccab\ub0a0\ubd80\ud130 \ubaa8\ubc94 \uc0ac\ub840\ub97c \uc778\ucf54\ub529\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM \uc18c\uc720\uc790 \uc9c0\uc815<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud544\ub4dc, \ud504\ub85c\uc138\uc2a4 \ubc0f \uad50\uc721\uc744 \uad00\ub9ac\ud560 \ub0b4\ubd80 \ucc54\ud53c\uc5b8 \uc9c0\uc815\ud558\uae30<\/li>\n\n\n\n<li>\uc815\uae30\uc801\uc778 \uac10\uc0ac\ub97c \ud1b5\ud574 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \ub370\uc774\ud130 \ud488\uc9c8 \uc800\ud558 \ubc29\uc9c0<\/li>\n\n\n\n<li>\uc0ac\uc6a9\uc790 \ud53c\ub4dc\ubc31\uc744 \uae30\ubc18\uc73c\ub85c \uc9c0\uc18d\uc801\uc778 \ucd5c\uc801\ud654 \uc870\uc815<\/li>\n\n\n\n<li>\uae30\uc5c5\uc758 \uc694\uad6c\uc0ac\ud56d \ubcc0\ud654\uc5d0 \ub530\ub77c \uc2dc\uc2a4\ud15c \uc9c4\ud654 \ubcf4\uc7a5<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-tools-for-asset-managers\">\uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c CRM \ub3c4\uad6c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uc6b4\uc6a9\uc0ac\ub294 \ub300\ub7c9\uc758 \uace0\uac1d \ub370\uc774\ud130\ub97c \uad00\ub9ac\ud558\uace0, \uaddc\uc815 \uc900\uc218\ub97c \ubcf4\uc7a5\ud558\uba70, \uace0\uac1d\uacfc \ub0b4\ubd80 \ud300 \ubaa8\ub450\uc5d0\uac8c \uc2dc\uae30\uc801\uc808\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \uc788\uc5b4 \uace0\uc720\ud55c \uacfc\uc81c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc62c\ubc14\ub978 CRM \ub3c4\uad6c\ub294 \uad00\uacc4 \uad00\ub9ac, \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654, \ub2e4\ub978 \uc911\uc694\ud55c \ud50c\ub7ab\ud3fc\uacfc\uc758 \ud1b5\ud569\uc744 \uc704\ud55c \uc911\uc559 \uc9d1\uc911\uc2dd \uc2dc\uc2a4\ud15c\uc744 \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\uc758 \uc6b4\uc601 \ubc29\uc2dd\uc744 \ud601\uc2e0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce Financial Services Cloud, Microsoft Dynamics, Maximizer CRM\uacfc \uac19\uc740 \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\ub97c \uc704\ud55c \ucd5c\uc2e0 CRM \uc194\ub8e8\uc158\uc740 \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\uc758 \uc694\uad6c\uc5d0 \ub9de\ucdb0\uc9c4 \uace0\uae09 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud50c\ub7ab\ud3fc\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c, \ubcf4\uad00 \uc2dc\uc2a4\ud15c \ubc0f \uc7ac\ubb34 \uacc4\ud68d \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640\uc758 \uc6d0\ud65c\ud55c \ud1b5\ud569\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uace0\uac1d \uae30\ub85d\uacfc \uc131\uacfc \uc9c0\ud45c\ub97c \ud56d\uc0c1 \ucd5c\uc2e0 \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \ub9de\ucda4\ud615 \ub300\uc2dc\ubcf4\ub4dc \ubc0f \ubcf4\uace0 \ub3c4\uad6c\ub294 \uc8fc\uc694 \uc131\uacfc \uc9c0\ud45c\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud558\uc5ec \ud300\uc774 \uace0\uac1d \ucc38\uc5ec\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0 \uc601\uc5c5 \ud65c\ub3d9\uc744 \ucd94\uc801\ud558\uba70 \uc131\uc7a5 \uae30\ud68c\ub97c \ud30c\uc545\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5c5\ubb34 \uc790\ub3d9\ud654\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uaddc\uc815 \uc900\uc218 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uace0 \ud6c4\uc18d \uc870\uce58\ub97c \uc790\ub3d9\ud654\ud558\uba70 \uac70\ub798 \ud30c\uc774\ud504\ub77c\uc778\uc744 \ubcf4\ub2e4 \ud6a8\uc728\uc801\uc73c\ub85c \uad00\ub9ac\ud560 \uc218 \uc788\ub294 \ub610 \ub2e4\ub978 \uc8fc\uc694 \uc774\uc810\uc785\ub2c8\ub2e4. \ub610\ud55c CRM \ub3c4\uad6c\ub294 \uace0\uac1d \uc815\ubcf4\ub97c \uc704\ud55c \uc911\uc559 \ud5c8\ube0c\ub97c \uc81c\uacf5\ud558\uc5ec \ud300 \ud611\uc5c5\uc744 \uc9c0\uc6d0\ud558\ubbc0\ub85c \uc5ec\ub7ec \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uc9c0\uc6d0 \uc9c1\uc6d0\uc774 \uace0\uac1d \uc11c\ube44\uc2a4 \ubc0f \uc790\uc0b0 \uad00\ub9ac \uc804\ub7b5\uc5d0 \ub300\ud574 \uc27d\uac8c \uc870\uc728\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ubc14\uc77c \uc561\uc138\uc2a4 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \ubc30\ud3ec\ub85c \uc720\uc5f0\uc131\uc774 \ub354\uc6b1 \ud5a5\uc0c1\ub418\uc5b4 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc5b4\ub514\uc11c\ub098 \uace0\uac1d \ub370\uc774\ud130\uc5d0 \uc561\uc138\uc2a4\ud558\uace0 \uad00\uacc4\ub97c \uad00\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac15\ub825\ud55c \ubcf4\uc548 \uae30\ub2a5\uacfc \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4 \uae30\ub2a5\uc744 \uac16\ucd98 \uc774\ub7ec\ud55c CRM \ud50c\ub7ab\ud3fc\uc740 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uac00 \uace0\uac1d\uc758 \uc2e0\ub8b0\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uc5c4\uaca9\ud55c \uaddc\uc815 \uc900\uc218 \uc694\uac74\uc744 \ucda9\uc871\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc62c\ubc14\ub978 CRM \ub3c4\uad6c\ub97c \ud65c\uc6a9\ud568\uc73c\ub85c\uc368 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud558\uace0, \ubcf4\ub2e4 \uac1c\uc778\ud654\ub41c \uace0\uac1d \ucc38\uc5ec\ub97c \uc81c\uacf5\ud558\uba70, \uacbd\uc7c1\uc774 \uce58\uc5f4\ud55c \uc2dc\uc7a5\uc5d0\uc11c \ud655\uc7a5 \uac00\ub2a5\ud55c \uc131\uc7a5\uc758 \ubc1c\ud310\uc744 \ub9c8\ub828\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-data-sovereignty-compliance-and-trust-as-growth-drivers\">\uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\uc11c\uc758 \ub370\uc774\ud130 \uc8fc\uad8c \uaddc\uc815 \uc900\uc218 \ubc0f \uc2e0\ub8b0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \uc2e0\ub8b0\ub3c4\ub294 \uae30\uad00 \uace0\uac1d, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4, \ud574\uc678 \ud22c\uc790\uc790\ub97c \uc720\uce58\ud558\ub294 \uae30\uc5c5\uc758 \ub2a5\ub825\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc740 \uc2e4\uc0ac\ub97c \uc218\ud589\ud560 \ub54c \uc790\uc2e0\uc758 \ub370\uc774\ud130\uac00 \ubcf4\ud638\ub418\uace0 \ud68c\uc0ac\uac00 \uc5c4\uaca9\ud55c \uaddc\uc815 \uc900\uc218 \ud504\ub808\uc784\uc6cc\ud06c \ub0b4\uc5d0\uc11c \uc6b4\uc601\ub41c\ub2e4\ub294 \ud655\uc2e0\uc744 \uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-environment-for-wealth-managers\">\uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \uaddc\uc81c \ud658\uacbd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac\uc790\ub294 GDPR\uacfc \uac19\uc740 \uc720\ub7fd \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815\uacfc \uc2a4\uc704\uc2a4 \uae08\uc735 \uac10\ub3c5 \uae30\ub300\uce58\ub97c \ud3ec\ud568\ud55c \uc5c4\uaca9\ud55c \uaddc\uc815\uc5d0 \ub530\ub77c \uc6b4\uc601\ub429\ub2c8\ub2e4. CRM \uc2dc\uc2a4\ud15c\uc740 \ucd94\uac00\uc801\uc778 \uc704\ud5d8\uc744 \ucd08\ub798\ud558\uc9c0 \uc54a\uace0 \uc774\ub7ec\ud55c \ud658\uacbd\uc744 \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4. \uac10\uc0ac \ucd94\uc801 \ubc0f MiFID II \uc801\ud569\uc131 \ubb38\uc11c\ud654\uc5d0 \ub300\ud55c SEC \uaddc\uc815 17a 4\uc640 \uac19\uc740 \uc694\uac74\uc740 \ud2b9\uc218 \ubaa9\uc801 \uc2dc\uc2a4\ud15c\ub9cc\uc774 \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \uccb4\uacc4\uc801\uc778 \uae30\ub85d \ubcf4\uad00\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-hosting-advantage\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ud638\uc2a4\ud305\uc758 \uc7a5\uc810<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc5d0\uc11c \uc81c\uacf5\ud558\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ud638\uc2a4\ud305 \ubc0f \uc628\ud504\ub808\ubbf8\uc2a4 \uc635\uc158\uc740 \ubbfc\uac10\ud55c \uae30\ub85d\uc744 \ud2b9\uc815 \uad00\ud560\uad8c \ub0b4\uc5d0 \uc720\uc9c0\ud574\uc57c \ud558\ub294 \uace0\uac1d\uc744 \ub9cc\uc871\uc2dc\ud0a4\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uae08\uc735 \uc548\uc815\uc131\uacfc \uac15\ub825\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ubc95\uc5d0 \ub300\ud55c \uc2a4\uc704\uc2a4\uc758 \uc624\ub79c \uba85\uc131\uc740 \uae30\ubc00 \uc720\uc9c0\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub450\ub294 \uace0\uac1d\ub4e4\uc5d0\uac8c \ud070 \ubc18\ud5a5\uc744 \ubd88\ub7ec\uc77c\uc73c\ud0b5\ub2c8\ub2e4. \uc774\ub294 \uad6d\uc81c\uc801\uc73c\ub85c \ud65c\ub3d9\ud558\ub294 \uae30\uc5c5\uc774 \uc2e0\ub8b0\uc131\uc744 \uc785\uc99d\ud558\uace0\uc790 \ud560 \ub54c \uacbd\uc7c1 \uc6b0\uc704\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-crm-based-compliance-workflows\">CRM \uae30\ubc18 \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc790\ub3d9\ud654\ub41c KYC \uac31\uc2e0\uc73c\ub85c \uace0\uac1d \ubb38\uc11c\uac00 \ub9cc\ub8cc\ub418\uc9c0 \uc54a\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc870\uc5b8 \uc0c1\ud638 \uc791\uc6a9\uc744 \uae30\ub85d\ud558\uba74 \uac10\uc0ac \uc900\ube44 \ub85c\uadf8\uac00 \uc0dd\uc131\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uaddc\uc81c \uac80\ud1a0\ub97c \uc704\ud574 \ucea1\ucc98\ub41c \ubaa8\ub4e0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad8c\uc7a5 \uc0ac\ud56d<\/li>\n\n\n\n<li>\uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4\ub85c \ubbfc\uac10\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \uae30\ub85d \ubcf4\ud638<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-freeing-advisers-for-growth-activities\">\uc131\uc7a5 \ud65c\ub3d9\uc744 \uc704\ud55c \uc5b4\ub4dc\ubc14\uc774\uc800 \ubb34\ub8cc \uc81c\uacf5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc744 \ud1b5\ud574 \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \ud6a8\uc728\uc801\uc73c\ub85c \uc6b4\uc601\ub418\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc218\ub3d9 \ubb38\uc11c \ucd94\uc801\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uc744 \uc904\uc774\uace0 \uace0\uac1d \ub300\uba74 \uc131\uc7a5 \ud65c\ub3d9\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc6b4\uc601 \ud6a8\uc728\uc131\uc774 \ud5a5\uc0c1\ub418\uba74 \uace0\uac1d\uacfc \uc18c\ud1b5\ud558\uace0 \uc0c8\ub85c\uc6b4 \uc218\uc784 \uacc4\uc57d\uc744 \uc218\uc8fc\ud560 \uc218 \uc788\ub294 \uc5ed\ub7c9\uc73c\ub85c \uc9c1\uacb0\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-differentiation-in-due-diligence\">\uc2e4\uc0ac\uc758 \ucc28\ubcc4\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a0\uc7ac \uace0\uac1d \ubbf8\ud305\uc5d0\uc11c \uac15\ub825\ud55c \ub370\uc774\ud130 \uac70\ubc84\ub10c\uc2a4\ub97c \uc785\uc99d\ud560 \uc218 \uc788\ub294 \uae30\uc5c5\uc740 \uc77c\ubc18\uc801\uc778 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\ub294 \uacbd\uc7c1\uc0ac\uc640 \ucc28\ubcc4\ud654\ub429\ub2c8\ub2e4. \uae30\uad00 \ud22c\uc790\uc790\uc640 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\ub294 \uc885\uc885 \uae30\uc220 \ubc0f \uaddc\uc815 \uc900\uc218 \ud3c9\uac00\ub97c \uc5c5\uccb4 \uc120\uc815 \uacfc\uc815\uc5d0 \ud3ec\ud568\uc2dc\ud0b5\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc758 \uad6d\uc601 CRM\uc740 \uace0\uac1d \uc774\uc775 \ubcf4\ud638\uc5d0 \ub300\ud55c \uc9c4\uc9c0\ud568\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-practical-steps-to-implement-a-crm-growth-strategy-with-investglass\">InvestGlass\ub85c CRM \uc131\uc7a5 \uc804\ub7b5\uc744 \uad6c\ud604\ud558\ub294 \uc2e4\uc6a9\uc801\uc778 \ub2e8\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\uacf5\uc801\uc778 \uae30\uc5c5\ub4e4\uc740 6~12\uac1c\uc6d4\uc5d0 \uac78\uce5c \uba85\ud655\ud55c \ub9c8\uc77c\uc2a4\ud1a4\uc774 \uc788\ub294 \uc804\ub7b5\uc801 \ubcc0\ud654 \ud504\ub85c\uadf8\ub7a8\uc73c\ub85c CRM\uc744 \uad6c\ud604\ud569\ub2c8\ub2e4. \uc801\uc808\ud55c \uc900\ube44 \uc5c6\uc774 \uc11c\ub458\ub7ec \uc2e4\ud589\ud558\uba74 \ucc44\ud0dd\ub960\uc774 \ub0ae\uace0 \ud22c\uc790 \ub0ad\ube44\uac00 \ubc1c\uc0dd\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-phased-approach\">\ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ub2e8\uacc4<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uae30\uac04<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc8fc\uc694 \ud65c\ub3d9<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubc1c\uacac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>1~4\uc8fc\ucc28<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud504\ub85c\uc138\uc2a4 \ub9e4\ud551, \uc694\uad6c \uc0ac\ud56d \uc218\uc9d1, \uc774\ud574 \uad00\uacc4\uc790 \uc778\ud130\ubdf0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad6c\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5~10\uc8fc\ucc28<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uc2a4\ud15c \uc124\uc815, \ud0c0\uc0ac \ud1b5\ud569, \uc6cc\ud06c\ud50c\ub85c \uc124\uacc4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud30c\uc77c\ub7ff<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>11~14\uc8fc\ucc28<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc18c\uaddc\ubaa8 \uc5b4\ub4dc\ubc14\uc774\uc800 \uadf8\ub8f9 \ud14c\uc2a4\ud2b8, \ud53c\ub4dc\ubc31 \uc218\uc9d1, \uac1c\uc120<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub864\uc544\uc6c3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>15~20\uc8fc\ucc28<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc804\uc0ac\uc801 \ubc30\ud3ec, \uad50\uc721 \uc138\uc158, \ub77c\uc774\ube0c \uc9c0\uc6d0 \uc2dc\uc791<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ucd5c\uc801\ud654<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc9c4\ud589 \uc911<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc131\ub2a5 \uba54\ud2b8\ub9ad\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \uc9c0\uc18d\uc801\uc778 \uac1c\uc120<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-preparation-checklist\">\ub370\uc774\ud130 \uc900\ube44 \uccb4\ud06c\ub9ac\uc2a4\ud2b8<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub9c8\uc774\uadf8\ub808\uc774\uc158 \uc804 \uae30\uc874 \ud074\ub77c\uc774\uc5b8\ud2b8 \ub370\uc774\ud130 \uc815\ub9ac \ubc0f \uc911\ubcf5 \uc81c\uac70<\/li>\n\n\n\n<li>\uac00\uad6c \ubc0f \ub2e8\uccb4\uc758 \uc774\ub984 \uc9c0\uc815 \uaddc\uce59\uc744 \ud45c\uc900\ud654\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc0c8\ub85c\uc6b4 CRM \uad6c\uc870\ub85c \ud544\ub4dc \ub9e4\ud551\ud558\uae30<\/li>\n\n\n\n<li>\uac00\uc838\uc624\uae30 \uc804\uc5d0 \uc2a4\ud31f \uc810\uac80\uc744 \ud1b5\ud574 \ub370\uc774\ud130 \ud488\uc9c8 \uac80\uc99d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-define-concrete-kpis\">\uad6c\uccb4\uc801\uc778 KPI \uc815\uc758<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>6\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \uc801\uaca9 \ud30c\uc774\ud504\ub77c\uc778 \ubcfc\ub968 \uc99d\uac00<\/li>\n\n\n\n<li>\ud3c9\uade0 \uc628\ubcf4\ub529 \uc8fc\uae30 \uc2dc\uac04 \ub2e8\ucd95<\/li>\n\n\n\n<li>\ub9e4\ub144 \uace0\uac1d \uc720\uc9c0\uc728 \ud5a5\uc0c1<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800\ub2f9 AUM \uc131\uc7a5<\/li>\n\n\n\n<li>\ud65c\ub3d9 \ub85c\uae45\uc73c\ub85c \uce21\uc815\ud55c \uc5b4\ub4dc\ubc14\uc774\uc800 \ucc44\ud0dd\ub960<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-investglass-onboarding-support\">InvestGlass \uc628\ubcf4\ub529 \uc9c0\uc6d0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc591\uc2dd\uacfc \uc774\uba54\uc77c\uc744 \uc704\ud55c \ud15c\ud50c\ub9bf \ub77c\uc774\ube0c\ub7ec\ub9ac, \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud574 \uc124\uacc4\ub41c \ud45c\uc900 \uc6cc\ud06c\ud50c\ub85c, \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790 \ubaa8\ub450\uc5d0\uac8c \ub9de\ucda4\ud654\ub41c \uad50\uc721\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uc6d0\uc740 \uac00\uce58 \ucc3d\ucd9c \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 CRM\uc744 \ucc98\uc74c \ub3c4\uc785\ud558\ub294 \ud300\uc758 \ud559\uc2b5 \uace1\uc120\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-start-with-high-impact-automations\">\uc601\ud5a5\ub825 \uc788\ub294 \uc790\ub3d9\ud654\ub85c \uc2dc\uc791\ud558\uae30<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubbf8\ud305 \uc54c\ub9bc\uc744 \uac80\ud1a0\ud558\uc5ec \uace0\uac1d\uc774 \ub108\ubb34 \uc624\ub798 \uc5f0\ub77d \uc5c6\uc774 \uc9c0\ub0b4\uc9c0 \uc54a\ub3c4\ub85d \ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529 \uc791\uc5c5 \uc2dc\ud000\uc2a4\ub97c \ud1b5\ud574 \uc0c8\ub85c\uc6b4 \uc758\ubb34\ub97c \ucd94\uc801\ud558\uae30<\/li>\n\n\n\n<li>KYC \uaddc\uc815 \uc900\uc218\ub97c \uc704\ud55c \ubb38\uc11c \ub9cc\ub8cc \uc54c\ub9bc<\/li>\n\n\n\n<li>\uad00\ub9ac \uac00\uc2dc\uc131\uc744 \uc704\ud55c \ud30c\uc774\ud504\ub77c\uc778 \ub2e8\uacc4\ubcc4 \uc9c4\ud589 \uc54c\ub9bc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uae30\ubc18\uc774 \uc6d0\ud65c\ud558\uac8c \uc791\ub3d9\ud558\uba74 \uae30\uc5c5\uc740 \uc790\uc0b0\uc744 \ucd94\uac00\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc740 \uace0\uac1d\uc744 \uc2dd\ubcc4\ud558\ub294 \uc608\uce21 \ubd84\uc11d\uc774\ub098 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9 \uc911 \uac10\uc815 \ubd84\uc11d\uc744 \uc704\ud55c AI \ub3c4\uad6c\uc640 \uac19\uc740 \uace0\uae09 \uae30\ub2a5\uc73c\ub85c \ud655\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-managing-resistance\">\uc800\ud56d \uad00\ub9ac<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CRM \uc0ac\uc6a9\uacfc \uc218\uc791\uc5c5 \ubcf4\uace0 \uac10\uc18c\uc640 \uac19\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc2e4\uc9c8\uc801\uc778 \ud61c\ud0dd\uc744 \uc5f0\uacb0\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\ucd94\uc0c1\uc801\uc778 \uae30\ub2a5\ubcf4\ub2e4\ub294 \uc77c\uc0c1\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \uad50\uc721 \uc81c\uacf5<\/li>\n\n\n\n<li>\uc911\uc694\ud55c \uc0ac\ud56d\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uac00\ub2a5\ud55c \ub300\uc2dc\ubcf4\ub4dc\ub85c \ud654\uba74 \ub808\uc774\uc544\uc6c3\uc744 \ub2e8\uc21c\ud558\uac8c \uc720\uc9c0\ud558\uc138\uc694.<\/li>\n\n\n\n<li>CRM \uae30\ub85d\uc774 \uacf5\uc2dd\uc801\uc778 \ud65c\ub3d9 \uae30\ub85d\uc774\ub77c\ub294 \uba85\ud655\ud55c \ub9ac\ub354\uc2ed \uae30\ub300\uce58\ub97c \uc124\uc815\ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-choosing-the-best-crm-for-financial-advisors\">\uc7ac\ubb34 \uc124\uacc4\uc0ac\ub97c \uc704\ud55c \ucd5c\uace0\uc758 CRM \uc120\ud0dd\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc790\ubb38\uc0ac\ub97c \uc704\ud55c \ucd5c\uace0\uc758 CRM\uc744 \uc120\ud0dd\ud558\ub294 \uac83\uc740 \uc790\ubb38 \ud68c\uc0ac\uc758 \ubbf8\ub798 \uc131\uc7a5\uacfc \ud6a8\uc728\uc131\uc744 \uc88c\uc6b0\ud560 \uc218 \uc788\ub294 \uc911\uc694\ud55c \uacb0\uc815\uc785\ub2c8\ub2e4. \ub2e4\uc591\ud55c CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc635\uc158\uc774 \uc81c\uacf5\ub418\ubbc0\ub85c \uc790\uc0b0 \uad00\ub9ac \uc5c5\uacc4\uc758 \uace0\uc720\ud55c \uc694\uad6c \uc0ac\ud56d\uc5d0 \ubd80\ud569\ud558\ub294 \uc194\ub8e8\uc158\uc5d0 \uc9d1\uc911\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \uae30\ub2a5\uc73c\ub85c\ub294 \ud3ec\uad04\uc801\uc778 \uace0\uac1d \ud504\ub85c\ud544 \uad00\ub9ac, \uae08\uc735 \uacc4\ud68d \ub3c4\uad6c \ubc0f \ubcf4\uad00 \ud50c\ub7ab\ud3fc\uacfc\uc758 \uc6d0\ud65c\ud55c \ud1b5\ud569, \uac15\ub825\ud55c \uaddc\uc815 \uc900\uc218 \uc9c0\uc6d0\uc774 \uc788\uc2b5\ub2c8\ub2e4. HubSpot CRM, Zoho CRM, Salesforce Financial Services Cloud, InvestGlass\uc640 \uac19\uc740 \ucd5c\uace0\uc758 CRM \ud50c\ub7ab\ud3fc\uc740 \ub9de\ucda4\ud615 \ub300\uc2dc\ubcf4\ub4dc, \uace0\uae09 \uc790\ub3d9\ud654, \ud0c0\uc0ac \ud1b5\ud569 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\uc5ec \uc77c\uc0c1\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uac04\uc18c\ud654\ud558\uace0 \uace0\uac1d \ucc38\uc5ec\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\uc6a9 \ud3b8\uc758\uc131\uacfc \uad00\ub9ac \uac00\ub2a5\ud55c \ud559\uc2b5 \uace1\uc120\uc740 \ud2b9\ud788 \uc804\ub2f4 IT \ub9ac\uc18c\uc2a4\uac00 \uc5c6\ub294 \uc911\uacac \uae30\uc5c5\uc774\ub098 \ub3c5\ub9bd \uc790\ubb38\uac00\uc5d0\uac8c \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc9c1\uad00\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4, \ubaa8\ubc14\uc77c \uc561\uc138\uc2a4, \uac15\ub825\ud55c \uc628\ubcf4\ub529 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\ub294 CRM \uc194\ub8e8\uc158\uc744 \ucc3e\uc544 \ud300 \uc804\uccb4\uc758 \ub192\uc740 \ucc44\ud0dd\ub960\uc744 \ubcf4\uc7a5\ud558\uc138\uc694. \ud655\uc7a5\uc131 \ub610\ud55c \uc911\uc694\ud55c\ub370, \uc62c\ubc14\ub978 CRM\uc740 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc744 \uc911\ub2e8\ud558\uc9c0 \uc54a\uace0\ub3c4 \ub354 \ub9ce\uc740 \uace0\uac1d, \ucd94\uac00 \uc5b4\ub4dc\ubc14\uc774\uc800, \uc9c4\ud654\ud558\ub294 \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uc9c0\uc6d0\ud558\uba74\uc11c \ud68c\uc0ac\uc640 \ud568\uaed8 \uc131\uc7a5\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc815\ubcf4\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uace0, \uc8fc\uc694 \uc5c5\ubb34\ub97c \uc790\ub3d9\ud654\ud558\uba70, \uc601\uc5c5 \ud65c\ub3d9\uacfc \ud300 \uc131\uacfc\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud558\ub294 \ud50c\ub7ab\ud3fc\uc758 \uae30\ub2a5\uc744 \uace0\ub824\ud558\uc138\uc694. \ubcf4\uace0 \ub3c4\uad6c\uc640 AI \uae30\ubc18 \ubd84\uc11d\uc740 \ud2b8\ub80c\ub4dc\ub97c \ud30c\uc545\ud558\uace0, \uace0\uac1d\uc758 \ub2c8\uc988\ub97c \uc608\uce21\ud558\uba70, \ubcf4\ub2e4 \ud6a8\uacfc\uc801\uc778 \uc7a0\uc7ac \uace0\uac1d \ucc38\uc5ec\ub97c \uc720\ub3c4\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uadc0\uc0ac\uc758 \uc0ac\uc5c5\uc7a5\uc774 \uad6d\uc81c \ub610\ub294 \uae30\uad00 \uace0\uac1d\uc744 \ub300\uc0c1\uc73c\ub85c \ud558\ub294 \uacbd\uc6b0 \uac10\uc0ac \ucd94\uc801, \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \ubc0f \ubcf4\uc548 \ub370\uc774\ud130 \ud638\uc2a4\ud305\uacfc \uac19\uc740 CRM\uc758 \uaddc\uc815 \uc900\uc218 \uae30\ub2a5\uc744 \ud3c9\uac00\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc18c\ub97c \uc2e0\uc911\ud558\uac8c \ud3c9\uac00\ud568\uc73c\ub85c\uc368 \uc7ac\ubb34 \uc790\ubb38\uac00\ub294 \ud604\uc7ac\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc7a5\uae30\uc801\uc774\uace0 \ud655\uc7a5 \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \uc9c0\uc6d0\ud558\ub294 CRM\uc744 \uc120\ud0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-a-wealth-management-firm-see-growth-results-from-a-new-crm\">\uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uac00 \uc0c8\ub85c\uc6b4 CRM\uc744 \ud1b5\ud574 \uc5bc\ub9c8\ub098 \ube68\ub9ac \uc131\uc7a5 \uacb0\uacfc\ub97c \ubcfc \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uc77c\ubc18\uc801\uc73c\ub85c 3\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \ud6c4\uc18d \uc870\uce58 \ub204\ub77d \uac10\uc18c, \uc628\ubcf4\ub529 \uc18d\ub3c4 \ud5a5\uc0c1, \ud300 \ud611\uc5c5 \uac1c\uc120 \ub4f1 \ucd08\uae30 \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc744 \uacbd\ud5d8\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud30c\uc774\ud504\ub77c\uc778\uc774 \uc131\uc219\ud558\uace0 \ub9ac\ud150\uc158 \uac1c\uc120\uc774 \ubcf5\ud569\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc9c0\uba74\uc11c \uc77c\ubc18\uc801\uc73c\ub85c 6~18\uac1c\uc6d4 \uc0ac\uc774\uc5d0 \uce21\uc815 \uac00\ub2a5\ud55c AUM \uc131\uc7a5\uc774 \ub098\ud0c0\ub0a9\ub2c8\ub2e4. \ud575\uc2ec\uc740 \ubbf8\ub798 \uc131\uc7a5\uc744 \uc608\uce21\ud558\ub294 \uc120\ud589 \uc9c0\ud45c\ub97c \ucd94\uc801\ud558\uba74\uc11c \ud604\uc2e4\uc801\uc778 \uae30\ub300\uce58\ub97c \uc124\uc815\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-a-specialised-wealth-management-crm-really-necessary-for-a-small-advisory-team\">\uc18c\uaddc\ubaa8 \uc790\ubb38 \ud300\uc5d0 \uc804\ubb38\ud654\ub41c \uc790\uc0b0 \uad00\ub9ac CRM\uc774 \uc815\ub9d0 \ud544\uc694\ud55c\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 5\uba85 \ubbf8\ub9cc\uc778 \ud300\ub3c4 \uc5c5\uacc4\ubcc4 \uae30\ub2a5\uc744 \ud1b5\ud574 \uc0c1\ub2f9\ud55c \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc6a9\uc73c\ub85c \uc124\uacc4\ub41c \uc7ac\ubb34 \uc790\ubb38\uc0ac CRM\uc740 \uc801\ud569\uc131 \ucd94\uc801, KYC \uc6cc\ud06c\ud50c\ub85c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud1b5\ud569 \ubc0f \uaddc\uc815 \uc900\uc218 \uc694\uad6c \uc0ac\ud56d\uc744 \ucc98\ub9ac\ud558\ub294\ub370, \uc774\ub294 zoho crm\uc774\ub098 Hubspot crm\uacfc \uac19\uc740 \uc77c\ubc18 \ud50c\ub7ab\ud3fc\uc5d0\uc11c\ub294 \uad11\ubc94\uc704\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc5c6\uc774\ub294 \uc81c\ub300\ub85c \uad00\ub9ac\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \uc62c\ubc14\ub978 CRM\uc73c\ub85c \uc77c\ucc0d \uc2dc\uc791\ud558\uba74 \ub098\uc911\uc5d0 \ud68c\uc0ac\uac00 \ud655\uc7a5\ud568\uc5d0 \ub530\ub77c \uace0\ud1b5\uc2a4\ub7fd\uace0 \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4dc\ub294 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc744 \ud53c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-swiss-hosted-crm-help-with-international-clients\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 CRM\uc740 \ud574\uc678 \uace0\uac1d\uc5d0\uac8c \uc5b4\ub5bb\uac8c \ub3c4\uc6c0\uc774 \ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\ub294 \uae08\uc735 \uc548\uc815\uc131, \uc911\ub9bd\uc131, \uac15\ub825\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ubc95\uc73c\ub85c \uc624\ub79c \uba85\uc131\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uba74 \uad6d\uacbd\uc744 \ub118\ub294 \uace0\uac1d\uacfc \uae30\uad00 \ud30c\ud2b8\ub108\uc5d0\uac8c \uae30\ubc00 \uc720\uc9c0\uc640 \ubc95\uc801 \ubcf4\ud638\ub97c \ubcf4\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud574\uc678 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc758 \uacbd\uc6b0 \uc774\ub7ec\ud55c \uc704\uce58\ub294 \uaddc\uc81c\uac00 \ub35c\ud55c \uad00\ud560\uad8c\uc5d0\uc11c \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uc194\ub8e8\uc158\uc744 \uc0ac\uc6a9\ud558\ub294 \uacbd\uc7c1\uc0ac\uc640 \ucc28\ubcc4\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-crm-help-advisers-prepare-for-client-meetings-more-effectively\">CRM\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uace0\uac1d \ubbf8\ud305\uc744 \ub354 \ud6a8\uacfc\uc801\uc73c\ub85c \uc900\ube44\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb3c\ub860\uc785\ub2c8\ub2e4. \ud1b5\ud569 \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud558\ub098\uc758 \uc911\uc559 \ud5c8\ube0c\uc5d0\uc11c \uc5c5\ub370\uc774\ud2b8\ub41c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc9c0\ud45c, \ucd5c\uadfc \uc0c1\ud638 \uc791\uc6a9, \uc9c4\ud589 \uc911\uc778 \uc791\uc5c5 \ubc0f \uc0dd\ud65c \uc774\ubca4\ud2b8 \uba54\ubaa8\ub97c \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub807\uac8c \uc900\ube44\ud558\uba74 \uc9c0\ub09c \ub300\ud654\ub97c \uae30\uc5b5\ud558\ub824\uace0 \uc560\uc4f0\uc9c0 \uc54a\uace0 \uba85\ud655\ud55c \uc694\uc810\uacfc \ub9de\ucda4\ud615 \ucd94\ucc9c\uc744 \uac00\uc9c0\uace0 \ubbf8\ud305\uc5d0 \uc784\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub354 \uc798 \uc900\ube44\ub41c \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ub354 \uac15\ub825\ud55c \uace0\uac1d \uad00\uacc4\uc640 \ub354 \ub192\uc740 \uc804\ud658\uc728\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-should-a-firm-do-if-advisers-resist-using-the-crm\">\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 CRM \uc0ac\uc6a9\uc744 \uac70\ubd80\ud558\ub294 \uacbd\uc6b0 \ud68c\uc0ac\ub294 \uc5b4\ub5bb\uac8c \ud574\uc57c \ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc744 \uc131\uc7a5\uc758 \uc6d0\ub3d9\ub825\uc774 \uc544\ub2cc \uad00\ub9ac \ubd80\ub2f4\uc73c\ub85c \uc5ec\uae30\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc800\ud56d\uc774 \uc885\uc885 \uc788\uc2b5\ub2c8\ub2e4. \ud574\uacb0\ucc45\uc740 CRM \uc0ac\uc6a9\uc744 \ubcf4\uace0\uc758 \ud6a8\uc728\uc131 \ud5a5\uc0c1, \uc6b0\uc120\uc21c\uc704 \uba85\ud655\ud654, \ub354 \ub098\uc740 \uc9c0\uc6d0 \uc9c1\uc6d0 \uc900\ube44 \ub4f1 \uadf8\ub4e4\uc774 \uad00\uc2ec\uc744 \uac16\ub294 \uc2e4\uc9c8\uc801\uc778 \ud61c\ud0dd\uacfc \uc5f0\uacb0\uc2dc\ud0a4\ub294 \uac83\uc785\ub2c8\ub2e4. \uad50\uc721\uc740 \ub9c8\ucc30\uc744 \uc904\uc774\ub294 \uac04\ub2e8\ud55c \ud654\uba74 \ub808\uc774\uc544\uc6c3\uacfc \ud568\uaed8 \ud544\uc694\ud55c \uacc4\ud68d \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc2e4\uc81c \uc77c\uc0c1\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \ucd08\uc810\uc744 \ub9de\ucdb0\uc57c \ud569\ub2c8\ub2e4. \ub610\ud55c \uacbd\uc601\uc9c4\uc740 CRM \uae30\ub85d\uc774 \uc601\uc5c5 \ud65c\ub3d9\uacfc \uace0\uac1d \ucc38\uc5ec\uc5d0 \ub300\ud55c 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Financial advisors are expected to deliver highly personalized client service, manage complex portfolios, and respond quickly to evolving client needs all while navigating regulatory requirements and increasing competition. In this environment, customer relationship management [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49076,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,95],"class_list":["post-49075","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","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>Effective Strategies on How to Grow a Wealth Management Firm Using CRM<\/title>\n<meta name=\"description\" content=\"Discover effective strategies to enhance your wealth management firm with CRM solutions. 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