{"id":49081,"date":"2026-02-12T14:08:16","date_gmt":"2026-02-12T13:08:16","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49081"},"modified":"2026-02-12T14:08:19","modified_gmt":"2026-02-12T13:08:19","slug":"%ed%81%b4%eb%9d%bc%ec%9d%b4%ec%96%b8%ed%8a%b8-%ec%98%a8%eb%b3%b4%eb%94%a9-%ec%8b%9c%ea%b0%84%ec%9d%84-%ec%a4%84%ec%9d%b4%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-reduce-client-onboarding-time\/","title":{"rendered":"\ud074\ub77c\uc774\uc5b8\ud2b8 \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\ub300\ubd80\ubd84\uc758 \uc628\ubcf4\ub529 \uc9c0\uc5f0\uc740 \uc81c\ud488\uc774\ub098 \uaddc\uc815\uc758 \ubcf5\uc7a1\uc131\ubcf4\ub2e4\ub294 \ud504\ub85c\uc138\uc2a4 \ubcd1\ubaa9 \ud604\uc0c1, \ud769\uc5b4\uc9c4 \ub370\uc774\ud130, \uc218\uc791\uc5c5\uc73c\ub85c \uc778\ud574 \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \ud504\ub85c\uc138\uc2a4\ub97c \uac1c\uc120\ud558\uba74 \ud0c0\uc784\ub77c\uc778\uc774 \uc218\uc815\ub429\ub2c8\ub2e4. \uace0\uac1d \uc628\ubcf4\ub529 \uc2dc\uac04\uc740 \uc2e0\uaddc \uace0\uac1d\uc774 \uc5bc\ub9c8\ub098 \ube68\ub9ac \uc644\uc804\ud788 \uc628\ubcf4\ub529\ub418\uc5b4 \uc11c\ube44\uc2a4\ub97c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub294\uc9c0\ub97c \uce21\uc815\ud558\ub294 \ud575\uc2ec \uc9c0\ud45c\ub85c, \uc0ac\uc6a9\uc790 \ucc44\ud0dd\ub960\uacfc \ub9cc\uc871\ub3c4 \ub4f1 \ube44\uc988\ub2c8\uc2a4 \uc131\uacfc\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uac00 \ube68\ub77c\uc9c0\uba74 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \uae30\ud0c0 \uae08\uc735 \uae30\uad00\uc758 \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04\uc774 \ub2e8\ucd95\ub418\uace0 \uace0\uac1d \uc720\uc9c0\uc728\uc774 \ud5a5\uc0c1\ub418\uba70 \uc218\uc775 \uc778\uc2dd 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\uad00\uacc4\ub97c \uc704\ud55c \ubc1c\ud310\uc744 \ub9c8\ub828\ud569\ub2c8\ub2e4. \uc798 \uc124\uacc4\ub41c \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uc2e0\uaddc \uace0\uac1d\uc774 \uc81c\ud488\uc774\ub098 \uc11c\ube44\uc2a4\ub97c \ube60\ub974\uac8c \uc774\ud574\ud558\uace0 \ucc38\uc5ec\ud558\uc5ec \uccab\ub0a0\ubd80\ud130 \uc9c0\uc6d0\uacfc \uac00\uce58\ub97c \ubc1b\ub294\ub2e4\ub294 \ub290\ub08c\uc744 \ubc1b\uc744 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc870\ud654\ub41c \uc628\ubcf4\ub529 \uc811\uadfc \ubc29\uc2dd\uc740 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c \uad00\uacc4 \ucd08\uae30 \ub2e8\uacc4\uc758 \ud63c\ub780\uacfc \ubd88\ub9cc\uc744 \uc904\uc5ec \uace0\uac1d \uc720\uc9c0\uc728\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \ub2e8\uc21c\ud55c 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\ud1a0\ub300\ub97c \ub9c8\ub828\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc5ec\uc815\uc5d0 \ub300\ud55c \uae4a\uc740 \uc774\ud574\ub294 \uae30\uc5c5\uc774 \ubcf4\ub2e4 \ud6a8\uacfc\uc801\uc778 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc81c\uacf5\ud558\uc5ec \uace0\uac1d\uc774 \ucc98\uc74c\ubd80\ud130 \uc9c0\uc6d0\uacfc \uac00\uce58\ub97c \ubc1b\ub294\ub2e4\ub294 \ub290\ub08c\uc744 \ubc1b\uc744 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uace0\uac1d\uc758 \uc131\uacf5\uc744 \ucd09\uc9c4\ud558\uace0 \ub9cc\uc871\ub3c4\ub97c \ub192\uc774\uba70 \uad81\uadf9\uc801\uc73c\ub85c \uace0\uac1d\uacfc \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub450\uc758 \uc7a5\uae30\uc801\uc778 \uc131\uacf5\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-creating-a-positive-first-impression\">\uae0d\uc815\uc801\uc778 \uccab\uc778\uc0c1 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\ub370 \uc9d1\uc911\ud574\uc57c \ud569\ub2c8\ub2e4. \ub9de\ucda4\ud615 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \uc120\uc81c\uc801\uc778 \uc9c0\uc6d0, \uc81c\ud488 \ub610\ub294 \uc11c\ube44\uc2a4\uc758 \uc8fc\uc694 \uae30\ub2a5\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uc548\ub0b4\ub97c \ud1b5\ud574 \uace0\uac1d\uc740 \uc790\uc2e0\uac10\uacfc \ubcf4\uc0b4\ud54c\uc744 \ubc1b\uace0 \uc788\ub2e4\ub294 \ub290\ub08c\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc758 \uc694\uad6c\ub97c \uc608\uce21\ud558\uace0 \uc801\uc2dc\uc5d0 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \uc2e0\ub8b0\uc640 \uc2e0\uc6a9\uc744 \ube60\ub974\uac8c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6d0\ud65c\ud55c \uc628\ubcf4\ub529 \uacbd\ud5d8\uc740 \uace0\uac1d\uc774 \ube60\ub974\uac8c \uc801\uc751\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc7a5\uae30\uc801\uc778 \uace0\uac1d \uc720\uc9c0 \uac00\ub2a5\uc131\ub3c4 \ub192\uc785\ub2c8\ub2e4. \uace0\uac1d\uc774 \ucc98\uc74c\ubd80\ud130 \uc9c0\uc6d0\uc744 \ubc1b\ub294\ub2e4\uace0 \ub290\ub07c\uba74 \ucc38\uc5ec\ub97c \uc720\uc9c0\ud558\uace0 \ucd94\uac00 \uae30\ub2a5\uc744 \ud0d0\uc0c9\ud558\uba70 \ube44\uc988\ub2c8\uc2a4\uc640 \uc9c0\uc18d\uc801\uc778 \uad00\uacc4\ub97c \ubc1c\uc804\uc2dc\ud0ac \uac00\ub2a5\uc131\uc774 \ub192\uc544\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-importance-of-customer-engagement\">\uace0\uac1d \ucc38\uc5ec\uc758 \uc911\uc694\uc131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ucc38\uc5ec\ub294 \uc131\uacf5\uc801\uc778 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4. \ucc38\uc5ec\ub3c4\uac00 \ub192\uc740 \uace0\uac1d\uc740 \uc81c\ud488\uc774\ub098 \uc11c\ube44\uc2a4\ub97c \ud0d0\uc0c9\ud558\uace0 \uadc0\uc911\ud55c \ud53c\ub4dc\ubc31\uc744 \uc81c\uacf5\ud558\uba70 \ube0c\ub79c\ub4dc\uc5d0 \ub300\ud55c \ucda9\uc131\ub3c4 \ub192\uc740 \uc9c0\uc9c0\uc790\uac00 \ub420 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uacfc\uc815\uc5d0\uc11c \uc801\uadf9\uc801\uc778 \ucc38\uc5ec\ub97c \ud1b5\ud574 \uac15\ub825\ud55c \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uba74 \uc7a5\uae30\uc801\uc778 \uace0\uac1d \ub9cc\uc871\uacfc \ube44\uc988\ub2c8\uc2a4 \uc131\uacf5\uc744 \uc704\ud55c \ubc1c\ud310\uc744 \ub9c8\ub828\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ucc38\uc5ec\ub97c \ub192\uc774\uae30 \uc704\ud574 \uae30\uc5c5\uc740 \uac1c\uc778\ud654\ub41c \uc628\ubcf4\ub529 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uace0, \ub300\ud654\ud615 \uad50\uc721 \uc790\ub8cc\ub97c \uc81c\uacf5\ud558\uba70, \uc815\uae30\uc801\uc778 \ud6c4\uc18d \uc870\uce58\ub97c \uc720\uc9c0\ud558\ub294 \ub4f1 \ub2e4\uc591\ud55c \uc804\ub7b5\uc744 \ud65c\uc6a9\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub178\ub825\uc740 \uace0\uac1d\uc774 \uc5f0\uacb0\ub418\uace0 \uc9c0\uc6d0\ubc1b\uace0 \uc788\ub2e4\uace0 \ub290\ub07c\ub3c4\ub85d \ud558\uc5ec \uc81c\ud488\uc774\ub098 \uc11c\ube44\uc2a4\ub97c \uc644\uc804\ud788 \ucc44\ud0dd\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uace0\uac1d \uc774\ud0c8\uc758 \uc704\ud5d8\uc744 \uc904\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \ud6a8\uacfc\uc801\uc778 \uace0\uac1d \ucc38\uc5ec\ub294 \uace0\uac1d \ud589\ub3d9, \uc120\ud638\ub3c4, \ub2c8\uc988\uc5d0 \ub300\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud558\uc5ec \uae30\uc5c5\uc774 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uac1c\uc120\ud558\uace0 \ub354 \ub098\uc740 \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \ucd08\uae30 \ub2e8\uacc4\ubd80\ud130 \uace0\uac1d \ucc38\uc5ec\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub460\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \uace0\uac1d \uc720\uc9c0\uc728\uc744 \ub192\uc774\uace0 \ub9e4\ucd9c \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\uba70 \uc9c0\uc18d\uc801\uc778 \ube44\uc988\ub2c8\uc2a4 \uc131\uacf5\uc744 \uc9c0\uc6d0\ud558\ub294 \ucda9\uc131\ub3c4 \ub192\uc740 \uace0\uac1d \uae30\ubc18\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-your-client-onboarding-is-taking-so-long\">\uace0\uac1d \uc628\ubcf4\ub529\uc774 \uc624\ub798 \uac78\ub9ac\ub294 \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \uc2e0\uaddc \uc790\uc0b0 \uad00\ub9ac \uace0\uac1d\uc774 2025\ub144 \ucd08\uc5d0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\ucd95\uc744 \uc2dc\uc791\ud558\uac8c \ub418\uc5b4 \uae30\ub300\uc5d0 \ubd80\ud480\uc5b4 \uc704\uc784\uacc4\uc57d\uc11c\uc5d0 \uc11c\uba85\ud588\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. 4\uc8fc\uac00 \uc9c0\ub0ac\uc9c0\ub9cc \uc5ec\uc804\ud788 \ud2b8\ub808\uc774\ub529\uc5d0 \uc811\uc18d\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uad00\ub828\ub41c \ubaa8\ub4e0 \ud300\uc774 \ubc14\uc058\uac8c \uc6c0\uc9c1\uc785\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \ud6c4\uc18d \uc774\uba54\uc77c\uc744 \ubcf4\ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ud300\uc740 \ubb38\uc11c\ub97c \uac80\ud1a0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b4\uc601\ud300\uc740 \uacc4\uc88c\ub97c \uc124\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uace0\uac1d\uc740 \uce68\ubb35\uacfc \uae30\ub2e4\ub9bc\ub9cc \uacbd\ud5d8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc2dc\ub098\ub9ac\uc624\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \uc804\ubc18\uc5d0\uc11c \ub9e4\uc77c \ubc8c\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uc5ec\uc815\uc740 \uace0\uac1d\uc774 \uacc4\uc57d\uc11c\ub098 MiFID \ubb38\uc11c\uc5d0 \uc11c\uba85\ud558\ub294 \uc21c\uac04 \uc2dc\uc791\ub418\uc9c0\ub9cc, \ub9ce\uc740 \uae30\uc5c5\uc774 \uc218\ub3d9 \uc591\uc2dd, \ud769\uc5b4\uc9c4 \uc774\uba54\uc77c, \ubd88\ubd84\uba85\ud55c \uc18c\uc720\uad8c\uc73c\ub85c \uc778\ud574 \uc989\uc2dc \ucd94\uc9c4\ub825\uc744 \uc783\uc2b5\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uc2dc\uac04\uc774 \uae38\uc5b4\uc9c0\ub294 \uac83\uc740 \ubcf5\uc7a1\uc131 \ub54c\ubb38\uc774 \uc544\ub2c8\ub77c \ub9c8\ucc30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c \uace0\uac1d \uc628\ubcf4\ub529\uc774 \ub290\ub824\uc9c0\ub294 \uac00\uc7a5 \uc77c\ubc18\uc801\uc778 \uc774\uc720\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5f0\uacb0\ub418\uc9c0 \uc54a\uc740 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ubc18\ubcf5\ub418\ub294 \ub370\uc774\ud130 \uc785\ub825<\/li>\n\n\n\n<li>\uc778\uc1c4, \uc2a4\uce94 \ubc0f \ubb3c\ub9ac\uc801 \uc11c\uba85\uc774 \ud544\uc694\ud55c \uc885\uc774 \uae30\ubc18 KYC<\/li>\n\n\n\n<li>\ub204\ub77d\ub41c \ubb38\uc11c\ub97c \ucc3e\uae30 \uc704\ud574 \uaddc\uc815 \uc900\uc218 \ud300\uacfc \uc8fc\uace0\ubc1b\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/li>\n\n\n\n<li>CRM, \ubb38\uc11c \uc218\uc9d1 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc124\uc815\uc744 \uc704\ud55c \uc138\ubd84\ud654\ub41c \ub3c4\uad6c<\/li>\n\n\n\n<li>\uacf5\uc720 \uc2dc\uc2a4\ud15c\uc774 \uc544\ub2cc \uac1c\uc778 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\uc5d0 \uc788\ub294 \ud578\ub4dc\uc624\ud504<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6d\uacbd \uac04 \uac70\ub798 \ubc0f \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \ud658\uacbd\uc5d0\uc11c\ub294 \ucd94\uac00\uc801\uc778 \uaddc\uc81c \ub2e8\uacc4\uac00 \ubd88\uac00\ud53c\ud569\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc774\ub7ec\ud55c \ub2e8\uacc4\uac00 \uc2e4\ud589\ub418\ub294 \ubc29\uc2dd\uc740 \uc885\uc885 \ud53c\ud560 \uc218 \uc788\ub294 \uc720\ud734 \uc2dc\uac04\uc744 \ucd94\uac00\ud569\ub2c8\ub2e4. \ubb38\uc81c\ub294 \uaddc\uc81c \uc790\uccb4\uc5d0 \uc788\ub294 \uacbd\uc6b0\uac00 \uac70\uc758 \uc5c6\uc2b5\ub2c8\ub2e4. \ubb38\uc81c\ub294 \uaddc\uc81c\uc640 \uad00\ub828\ub41c \ud504\ub85c\uc138\uc2a4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub354 \uc5f4\uc2ec\ud788 \uc77c\ud558\uac70\ub098 \ub354 \ub9ce\uc740 \uc778\ub825\uc744 \uace0\uc6a9\ud558\uae30 \uc804\uc5d0 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \uc5b4\ub514\uc5d0 \uc788\ub294\uc9c0 \uc815\ud655\ud788 \ud30c\uc545\ud574\uc57c \ud569\ub2c8\ub2e4. \ub2e4\uc74c \ud558\uc704 \uc139\uc158\uc774 \ub3c4\uc6c0\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-your-internal-processes-are-creating-bottlenecks\">\ub0b4\ubd80 \ud504\ub85c\uc138\uc2a4\uac00 \ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc77c\uc73c\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \ub2e8\uacc4\ub294 \uc5ec\uc804\ud788 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8, \uac1c\uc778 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc \ubc0f \uc0ac\ub78c\ub9c8\ub2e4 \ub2e4\ub978 \uac1c\ubcc4 \uad00\uacc4 \uad00\ub9ac\uc790 \uc2b5\uad00\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc5f0\uc2b5\uc744 \ud574\ubcf4\uc138\uc694: \ud604\uc7ac \uc2e0\uaddc \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uccab \uacc4\uc57d \uccb4\uacb0\ubd80\ud130 \uccab \uba85\uc138\uc11c \ub0a0\uc9dc\uae4c\uc9c0 \ub9e4\ud551\ud574 \ubcf4\uc138\uc694. \ub204\uad70\uac00\uac00 \ud558\ub358 \uc77c\uc744 \uba48\ucd94\uace0 \uc870\uce58\ub97c \ucde8\ud574\uc57c \ud558\ub294 \ubaa8\ub4e0 \uc218\ub3d9 \ub2e8\uacc4, \ubaa8\ub4e0 \ud578\ub4dc\uc624\ud504, \ubaa8\ub4e0 \uc2b9\uc778\uc744 \uae30\ub85d\ud574 \ubcf4\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc640 \uac19\uc740 \ud328\ud134\uc744 \ubc1c\uacac\ud560 \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>\ubcd1\ubaa9 \ud604\uc0c1<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc77c\uc5b4\ub098\ub294 \uc77c<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc601\ud5a5<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad00\uacc4 \uad00\ub9ac\uc790\uac00 PDF \uc591\uc2dd\uc758 \uace0\uac1d \uc138\ubd80 \uc815\ubcf4\ub97c CRM\uc5d0 \ub2e4\uc2dc \uc785\ub825\ud569\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uc785\ub825 \uc624\ub958, \uc2dc\uac04 \ub0ad\ube44<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8\ub2f9 30~60\ubd84<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\uac00 \uc774\uba54\uc77c\uc744 \ud1b5\ud574 \ubd84\uc2e4\ub41c \uc5ec\uad8c\uc744 \ucd94\uc801\ud569\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5ec\ub7ec \uc811\uc810, \ub300\uae30 \uc2dc\uac04<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2~5\uc77c \ucd94\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub9e4\ub2c8\uc800\uac00 \ucc98\uc74c\ubd80\ud130 \ub9de\ucda4\ud615 \ud22c\uc790 \uc81c\uc548\uc11c\ub97c \uc791\uc131\ud569\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubc18\ubcf5\uc801\uc778 \uc791\uc5c5, \uc77c\uad00\uc131 \uc5c6\ub294 \ud488\uc9c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc81c\uc548\uc11c\ub2f9 1~2\uc2dc\uac04<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ubcd1\ubaa9 \ud604\uc0c1\uc740 \ud300\uc774 \uc5f4\uc2ec\ud788 \uc77c\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0 \ub208\uc5d0 \ubcf4\uc774\uc9c0 \uc54a\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uace0\uac1d\uc740 \ub208\uc5d0 \ubcf4\uc774\ub294 \uc9c4\uc804\uc774 \uc5c6\ub294 \uae34 \uacf5\ubc31\uc744 \uacbd\ud5d8\ud558\uac8c \ub429\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \ud45c\uc900\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc640 CRM \ub0b4\ubd80\uc758 \ud15c\ud50c\ub9bf \ubb38\uc11c\ub97c \uc0ac\uc6a9\ud558\uba74 \uc774\ub7ec\ud55c \ubc18\ubcf5\uc744 \ub300\ubd80\ubd84 \uc81c\uac70\ud558\uace0 \uc0ac\uc774\ud074 \uc2dc\uac04\uc744 \ud68d\uae30\uc801\uc73c\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-you-rely-too-much-on-meetings-and-calls\">\ud68c\uc758\uc640 \ud1b5\ud654\uc5d0 \ub108\ubb34 \ub9ce\uc774 \uc758\uc874\ud558\ub294 \uacbd\uc6b0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529\uc758 \uc804\ud1b5\uc801\uc778 \ub2e8\uacc4\ub294 \ud0a5\uc624\ud504 \ucf5c\uc774\uba70, \ubb38\uc11c\uc640 \uc11c\uba85\uc744 \ubc1b\uae30 \uc704\ud574 \ub300\uba74 \ud68c\uc758\uc640 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\uac00 \uc218\ubc18\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ucca0\uc800\ud558\uac8c \ub290\uaef4\uc9d1\ub2c8\ub2e4. \ub610\ud55c \uc5c4\uccad\ub098\uac8c \ub290\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790, \uace0\uac1d, \ub0b4\ubd80 \uc804\ubb38\uac00, \uc678\ubd80 \ubcc0\ud638\uc0ac\ub098 \uc2e0\ud0c1 \uad00\ub9ac\uc778 \uac04\uc758 \uce98\ub9b0\ub354 \uc870\uc728\ub85c \uc778\ud574 1~3\uc8fc \uc815\ub3c4\uc758 \uc21c\uc218 \ub300\uae30 \uc2dc\uac04\uc774 \ub298\uc5b4\ub0a0 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud55c \ubc88\uc758 \ubd80\uc7ac\uc911 \uc804\ud654\ub098 \uc77c\uc815\uc774 \ubcc0\uacbd\ub41c \ud68c\uc758\ub294 \uc5f0\uc1c4\uc801\uc778 \uc9c0\uc5f0\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e0\uaddc \uace0\uac1d\uacfc\uc758 \uccab \ud1b5\ud654\ub294 \uc5ec\uad8c \uc2a4\uce94, \uacf5\uacfc\uae08 \uccad\uad6c\uc11c \ub610\ub294 MiFID \uc124\ubb38\uc9c0 \uc218\uc9d1\uc774 \uc544\ub2c8\ub77c \uc804\ub7b5\uacfc \uc2e0\ub8b0 \uad6c\ucd95\uc5d0 \ud65c\uc6a9\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc628\ubcf4\ub529 \uc791\uc5c5\uc740 \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \uc77c\uc815\uc5d0 \ub530\ub77c \uc791\uc131\ud558\ub294 \ub514\uc9c0\ud138 \uc591\uc2dd\uc73c\ub85c \ucc98\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\ub2a5\ud55c \ubaa8\ub4e0 \ub2e8\uacc4\ub97c \ubcf4\uc548 \ud3ec\ud138, \uc0ac\uc804 \ub179\uc74c\ub41c \uc124\uba85\uc790 \ubc0f \uc548\ub0b4 \ub514\uc9c0\ud138 \uc591\uc2dd\uacfc \uac19\uc740 \ube44\ub3d9\uae30\uc2dd \ucc44\ub110\ub85c \uc804\ud658\ud558\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4. \ud0a5\uc624\ud504 \ucf5c\uacfc \uac19\uc740 \ub77c\uc774\ube0c \uc138\uc158\uc740 \uc0ac\ub78c\uacfc\uc758 \uc5f0\uacb0\uc774 \uc911\uc694\ud55c \uc911\uc694\ud55c \ud1a0\ub860\uc744 \uc704\ud574 \uc608\uc57d\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uadfc\ubb34 \uc2dc\uac04 \ubcc0\uacbd\uc740 \uace0\uac1d\uc774 \ub2e4\ub978 \uc2dc\uac04\ub300\uc5d0 \uac70\uc8fc\ud558\uac70\ub098 \uc790\uc8fc \uc5ec\ud589\ud558\ub294 \uacbd\uc6b0 \ud2b9\ud788 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc6d0\ud558\ub294 \uacbd\uc6b0 \uc790\uc815\uc5d0\ub3c4 \uc591\uc2dd\uc744 \uc791\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud300\uc5d0\uc11c\ub294 \uc5c5\ubb34 \uc2dc\uac04 \uc911\uc5d0 \uc81c\ucd9c\ubb3c\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ubb34\ub3c4 \ub2e4\ub978 \uc0ac\ub78c\uc744 \uae30\ub2e4\ub9ac\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-too-many-surprise-stakeholders-and-changing-requirements\">\ub108\ubb34 \ub9ce\uc740 \uc774\ud574 \uad00\uacc4\uc790\uc640 \ubcc0\ud654\ud558\ub294 \uc694\uad6c \uc0ac\ud56d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uc561 \uace0\uac1d\uc740 \uc885\uc885 \uac00\uc871, \uc138\ubb34\uc0ac \ub610\ub294 \ubc95\ub960 \uace0\ubb38\uc744 \ud3ec\ud568\ud558\ub294\ub370, \uc774\ub4e4\uc740 \ud504\ub85c\uc138\uc2a4\uc5d0 \ub2a6\uac8c \ucc38\uc5ec\ud558\uc5ec \ubcc0\uacbd\uc744 \uc694\uccad\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uc774\ud574\uad00\uacc4\uc790\ub294 \uac01\uac01 \uc2dc\uacc4\ub97c \ucd08\uae30\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc608\ub97c \ub4e4\uc5b4 \ud55c \uc0ac\ubaa8\ud380\ub4dc \uc720\ud55c\ucc45\uc784\ud68c\uc0ac\uc758 \uc628\ubcf4\ub529\uc774 \uac70\uc758 \uc644\ub8cc\ub41c \uc0c1\ud0dc\uc5d0\uc11c \ubc95\ub960 \uace0\ubb38\uc774 \ucd94\uac00 \ubcf4\uace0 \ud544\ub4dc\ub97c \uc694\uccad\ud558\ub294 \uacbd\uc6b0\ub97c \uc0dd\uac01\ud574 \ubcf4\uc138\uc694. \uc774\ub85c \uc778\ud574 \uc0c8\ub85c\uc6b4 \uc2b9\uc778\uacfc \uc0c8\ub85c\uc6b4 \ub370\uc774\ud130 \uc218\uc9d1\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. 2\uc8fc \uc815\ub3c4 \uac78\ub9ac\ub358 \ud504\ub85c\uc138\uc2a4\uac00 5\uc8fc \uc815\ub3c4 \uac78\ub9ac\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc815\uc740 \uc601\uc5c5 \ud504\ub85c\uc138\uc2a4 \uc911\uc5d0 \uc2dc\uc791\ub429\ub2c8\ub2e4. \uc628\ubcf4\ub529\uc744 \uc2dc\uc791\ud558\uae30 \uc804\uc5d0 \ubaa8\ub4e0 \uc774\ud574 \uad00\uacc4\uc790\ub97c \ud30c\uc545\ud558\uace0 CRM \ub0b4\uc5d0\uc11c \uadf8\ub4e4\uc758 \uc5ed\ud560, \uae30\ub300\uce58 \ubc0f \uc81c\uc57d \uc0ac\ud56d\uc744 \ubb38\uc11c\ud654\ud558\uc138\uc694. \ubaa8\ub4e0 \ub2f9\uc0ac\uc790\uac00 \ubcfc \uc218 \uc788\ub294 \uacf5\uc720 \uc131\uacf5 \uacc4\ud68d\uc744 \uc0ac\uc6a9\ud558\uc138\uc694. \uc0c8\ub85c\uc6b4 \uc774\ud574\uad00\uacc4\uc790\uac00 \ud569\ub958\ud558\uba74 \ub300\ud654\ub97c \ucc98\uc74c\ubd80\ud130 \ub2e4\uc2dc \uc2dc\uc791\ud558\ub294 \ub300\uc2e0 \uc774\ubbf8 \ud569\uc758\ub41c \ub0b4\uc6a9\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc0ac\uc804 \uc608\ubc29\uc801 \uc9c0\uc6d0 \uc811\uadfc \ubc29\uc2dd\uc740 \ubaa8\ub4e0 \uc0ac\ub78c\uc774 \uac19\uc740 \uc815\ubcf4\ub97c \uacf5\uc720\ud558\uac8c \ud558\uace0 \uc77c\uc815\uc5d0 \ucc28\uc9c8\uc774 \uc0dd\uae30\ub294 \ub3cc\ubc1c \uc0c1\ud669\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-and-change-management-gaps\">\uaddc\uc81c \ubc0f \ubcc0\uacbd \uad00\ub9ac\uc758 \uaca9\ucc28<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \ubcf4\ud5d8\uc0ac\ub294 KYC, AML, MiFID, FINMA \ubc0f \ud604\uc9c0 \uaddc\uc815\uc744 \uc900\uc218\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uac74\uc740 \uc808\ub300 \uc6b0\ud68c\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uac04\uc18c\ud654\ud560 \uc218\ub294 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc5f0\uc740 \ubcf4\ud1b5 \uc138 \uac00\uc9c0 \uc6d0\uc778\uc73c\ub85c \uc778\ud574 \ubc1c\uc0dd\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ubb34\uc5c7\uc774 \ud544\uc694\ud55c\uc9c0 \ucd94\uce21\ud558\uac8c \ub9cc\ub4dc\ub294 \ubd88\uba85\ud655\ud55c \ub0b4\ubd80 \uc815\ucc45<\/li>\n\n\n\n<li>\ub300\uae30\uc5f4\uacfc \ub300\uae30 \uc2dc\uac04\uc744 \uc0dd\uc131\ud558\ub294 \uc218\ub3d9 \uaddc\uc815 \uc900\uc218 \uac80\uc0ac<\/li>\n\n\n\n<li>\ubb38\uc11c\uc640 \uc11c\uba85\uc744 \uc870\uc815\ud560 \uc218 \uc788\ub294 \ud074\ub77c\uc774\uc5b8\ud2b8 \uce21\uc758 \ub0b4\ubd80 \ucc54\ud53c\uc5b8 \ubd80\uc7ac<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud574\uacb0\ucc45\uc740 \uac01 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uaddc\uc81c \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub97c \uc815\uc758\ud558\uace0 \ud544\uc694\ud55c \ubb38\uc11c\uc640 \uc2b9\uc778\uc744 \uc628\ubcf4\ub529 \ud50c\ub808\uc774\ubd81\uc5d0 \ubbf8\ub9ac \ub9e4\ud551\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc601\uc5c5 \uc911\uc5d0 \uace0\uac1d \uce21 \uc2a4\ud3f0\uc11c\ub97c \uc2dd\ubcc4\ud558\uace0, \uc77c\uc815\uacfc \ucc45\uc784\uc5d0 \ub300\ud574 \ud569\uc758\ud558\uace0, \uc784\uc2dc \uc774\uba54\uc77c\uc774 \uc544\ub2cc \uacf5\uc720 \uc791\uc5c5 \uacf5\uac04\uc5d0\uc11c \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc740 \uc704\ud5d8 \uc810\uc218, \ubb38\uc11c \ub9cc\ub8cc \ud655\uc778 \ubc0f \uc2b9\uc778 \ub77c\uc6b0\ud305\uc744 \uc790\ub3d9\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\ub78c\uc758 \uae30\uc5b5\uc5d0 \uc758\uc874\ud558\uc9c0 \uc54a\uace0 \uc2dc\uc2a4\ud15c\uc774 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ucc98\ub9ac\ud558\uae30 \ub54c\ubb38\uc5d0 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uacfc \uacbd\uacfc \uc2dc\uac04\uc744 \ubaa8\ub450 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-is-faster-onboarding-always-better\">\uc628\ubcf4\ub529\uc774 \ube60\ub97c\uc218\ub85d \ub354 \uc88b\uc740\uac00\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18d\ub3c4\uac00 \uaddc\uc815 \uc900\uc218, \uc801\ud569\uc131 \ub610\ub294 \uace0\uac1d\uc758 \uc774\ud574\uc640 \ud0c0\ud611\ud574\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4. \ud2b9\ud788 \ud3b8\ubc95\uc774 \uc2e4\uc9c8\uc801\uc778 \ubc95\uc801 \ubc0f \ud3c9\ud310 \uc704\ud5d8\uc744 \ucd08\ub798\ud558\ub294 \uaddc\uc81c \uae08\uc735 \ubd84\uc57c\uc5d0\uc11c\ub294 \ub354\uc6b1 \uadf8\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b9\uc815 \uc790\uc0b0 \ud55c\ub3c4\ub97c \ucd08\uacfc\ud558\ub294 \ud22c\uc790\uc77c\uc784 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc640 \uac19\uc740 \uc77c\ubd80 \ubcf5\uc7a1\ud55c \uc5c5\ubb34\uc758 \uacbd\uc6b0, \uc628\ubcf4\ub529 \uc2dc\uac04\uc774 \ub2e4\uc18c \uae38\uc9c0\ub9cc \ubcf4\ub2e4 \uccb4\uacc4\uc801\uc73c\ub85c \uc9c4\ud589\ud558\uba74 \ud5a5\ud6c4 \uc801\ud569\uc131\uc774 \ud5a5\uc0c1\ub418\uace0 \ubd88\ub9cc\ub3c4 \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \uc801\uc808\ud55c \uc801\ud569\uc131 \ud3c9\uac00 \uc5c6\uc774 \uace0\uac1d\uc744 \uc11c\ub450\ub974\uba74 \uc808\uc57d\ud55c \uc2dc\uac04\ubcf4\ub2e4 \ud6e8\uc52c \ub354 \ub9ce\uc740 \ube44\uc6a9\uc774 \ub4dc\ub294 \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud575\uc2ec\uc740 \uc628\ubcf4\ub529 \uc18d\ub3c4\ub97c \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc640 \uc81c\ud488 \ubcf5\uc7a1\uc131\uc5d0 \ub9de\ucd94\ub294 \uac83\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>\uc138\uadf8\uba3c\ud2b8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ubaa9\ud45c \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ucc38\uace0<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc18c\ub9e4 \uc911\uac1c \uace0\uac1d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>24\uc2dc\uac04 \uc774\ub0b4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub85c\uc6b0 \ud130\uce58, \ud45c\uc900\ud654\ub41c \uc81c\ud488<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubd80\uc720\ud55c \uc790\ubb38 \uace0\uac1d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>7\uc77c \uc774\ub0b4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc77c\ubd80 \uc0ac\uc6a9\uc790 \uc9c0\uc815, \uc911\uac04 \uc218\uc900\uc758 KYC<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ucd08\uace0\uc561 \uc21c\uc790\uc0b0 \uace0\uac1d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>30\uc77c \uc774\ub0b4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcf5\uc7a1\ud55c \uad6c\uc870, \uc5ec\ub7ec \uc774\ud574\uad00\uacc4\uc790<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\ud654\ub41c \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uac01 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc758 \uc694\uad6c\uc5d0 \ub9de\uac8c \uc18d\ub3c4\uc640 \uad6c\uccb4\uc801\uc778 \ub2e8\uacc4\ub97c \uc870\uc815\ud558\uc5ec \ubaa8\ub4e0 \uc720\ud615\uc758 \uace0\uac1d\uc5d0\uac8c \uc801\uc808\ud558\uace0 \ud6a8\uc728\uc801\uc778 \uacbd\ud5d8\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c4\uc815\ud55c \ubaa9\ud45c\ub294 \ubb34\uc870\uac74 \ube60\ub978 \uac83\uc774 \uc544\ub2c8\ub77c \uaddc\uc815\uacfc \uace0\uac1d\uc758 \uc694\uad6c\ub97c \ucda9\uc871\ud558\uba74\uc11c \uac00\ub2a5\ud55c \ud55c \ube60\ub978 \uac83\uc785\ub2c8\ub2e4. \uc774 \uae00\uc758 \ub098\uba38\uc9c0 \ubd80\ubd84\uc5d0\uc11c\ub294 \uc774\ub7ec\ud55c \uade0\ud615\uc744 \uc815\ud655\ud788 \ub2ec\uc131\ud558\ub294 \ub370 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-6-practical-strategies-to-reduce-client-onboarding-time\">\uace0\uac1d \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 6\uac00\uc9c0 \uc2e4\uc6a9\uc801\uc778 \uc804\ub7b5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc804\ub7b5\uc740 \uc2e4\uc81c \uae08\uc735 \uae30\uad00\uc5d0\uc11c CRM \ubc0f <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%94%94%ec%a7%80%ed%84%b8-%ec%98%a8%eb%b3%b4%eb%94%a9\/\" target=\"_blank\"  rel=\"noopener\" title=\"\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5938\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \ub3c4\uad6c\ub294 \uc624\ub298\ub0a0 \uace0\uac1d \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 \ubaa8\ubc94 \uc0ac\ub840\ub97c \ub300\ud45c\ud569\ub2c8\ub2e4. \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac \ubc0f \uae30\ud0c0 \uaddc\uc81c \ub300\uc0c1 \uae30\uc5c5 \uc804\ubc18\uc5d0\uc11c \uc0ac\uc6a9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub354 \ube60\ub978 \uc628\ubcf4\ub529\uc744 \ub2ec\uc131\ud558\ub294 \ubc29\ubc95\uc5d0\ub294 \uc5ec\ub7ec \uac00\uc9c0\uac00 \uc788\uc73c\uba70, \uac01 \uc870\uc9c1\uc740 \ud544\uc694\uc5d0 \uac00\uc7a5 \uc801\ud569\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \uc120\ud0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc804\ub7b5\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \uc801\uc6a9\ud558\uace0 \uc7a5\uae30\uc801\uc778 \uace0\uac1d \uc131\uacf5\uc744 \ubcf4\uc7a5\ud558\uae30 \uc704\ud574\uc11c\ub294 \uccb4\uacc4\uc801\uc778 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uadf8\ub7a8\uc744 \uad6c\ud604\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uc12f \uac00\uc9c0\ub97c \ud55c\uaebc\ubc88\uc5d0 \ubaa8\ub450 \uad6c\ud604\ud560 \ud544\uc694\ub294 \uc5c6\uc2b5\ub2c8\ub2e4. \uc601\uc5c5\uc5d0\uc11c \uc628\ubcf4\ub529\uc73c\ub85c\uc758 \ud578\ub4dc\uc624\ud504 \uc815\ub9ac \ub610\ub294 KYC \uc591\uc2dd\uc758 \ub514\uc9c0\ud138\ud654 \ub4f1 \ud55c\ub450 \uac00\uc9c0 \ube60\ub978 \uc131\uacf5 \uc0ac\ub840\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694. \uac01 \uc804\ub7b5\uc740 \ub0b4\ubd80\uc801\uc778 \ub178\ub825\ubfd0\ub9cc \uc544\ub2c8\ub77c \uacbd\uacfc \uc77c\uc218\ub97c \uc904\uc774\uae30 \uc704\ud574 \uace0\uc548\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 CRM, \uc628\ubcf4\ub529, KYC \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \ub2e8\uc77c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub85c \ud1b5\ud569\ud558\ub294 \uc2dc\uc2a4\ud15c\uc774\ub77c\uace0 \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-clean-up-the-sales-to-onboarding-handoff\">1. \uc601\uc5c5\uc5d0\uc11c \uc628\ubcf4\ub529\uc73c\ub85c \ud578\ub4dc\uc624\ud504 \uc815\ub9ac\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc704\uc784\uc7a5\uc5d0 \uc11c\uba85\ud560 \ub54c \uc911\uc694\ud55c \uc815\ubcf4\ub294 \uc601\uc5c5 \ub2f4\ub2f9\uc790\uc758 \uba54\ubaa8\ub098 \uac1c\uc778 \uc774\uba54\uc77c\uc5d0 \ub0a8\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc774\ub85c \uc778\ud574 \uc628\ubcf4\ub529 \ud300\uc740 \uace0\uac1d\uc5d0\uac8c \ub3d9\uc77c\ud55c \uc9c8\ubb38\uc744 \ub2e4\uc2dc \ud574\uc57c \ud558\ubbc0\ub85c \uace0\uac1d \ub9cc\uc871\ub3c4\uac00 \ub5a8\uc5b4\uc9c0\uace0 \ud504\ub85c\uc138\uc2a4\uc5d0 \uba70\uce60\uc774 \ub354 \uc18c\uc694\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \ucee8\ud14d\uc2a4\ud2b8\uc5d0\uc11c \ud578\ub4dc\uc624\ud504 \uc804\uc5d0 \ucea1\ucc98\ud574\uc57c \ud558\ub294 \ud544\ub4dc\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \ubaa9\ud45c \ubc0f \ud22c\uc790 \uc120\ud638\ub3c4<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud504\ub85c\ud544 \ubc0f \uaddc\uc81c \ud604\ud669<\/li>\n\n\n\n<li>\uc138\uae08 \uac70\uc8fc\uc9c0 \ubc0f \uc2dc\ubbfc\uad8c \uc815\ubcf4<\/li>\n\n\n\n<li>\uc608\uc0c1 \uc81c\ud488 \uc138\ud2b8 \ubc0f \uc11c\ube44\uc2a4 \uc218\uc900<\/li>\n\n\n\n<li>\uc724\ub9ac\uc801 \ud22c\uc790 \uc694\uac74 \ub610\ub294 \uc720\ub3d9\uc131 \uc694\uad6c\uc640 \uac19\uc740 \ud2b9\ubcc4\ud55c \uc81c\uc57d \uc870\uac74<\/li>\n\n\n\n<li>\uc8fc\uc694 \uc5f0\ub77d\ucc98 \ubc0f \uc5ed\ud560<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uc870\ud654\ub41c \ud544\ub4dc\uac00 \uc788\ub294 \ub2e8\uc77c CRM \ub808\ucf54\ub4dc\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc601\uc5c5 \uc911\uc5d0 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\uba74 \uc628\ubcf4\ub529 \uc591\uc2dd, \uc704\ud5d8 \ud3c9\uac00 \ubc0f \uacc4\uc88c \uac1c\uc124 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \uc790\ub3d9\uc73c\ub85c \uc81c\uacf5\ub418\ub3c4\ub85d \ud558\uc138\uc694. \uc7ac\uc785\ub825\uc774 \ud544\uc694 \uc5c6\uc2b5\ub2c8\ub2e4. \ub450 \ubc88 \ubb3b\uc9c0 \uc54a\uc544\ub3c4 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc758 \uc601\uc5c5 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\uc5d0 100% \uc644\ub8cc\uac00 \ud45c\uc2dc\ub420 \ub54c\uae4c\uc9c0 \uc628\ubcf4\ub529 \ud0a5\uc624\ud504\ub97c \uc9c4\ud589\ud558\uc9c0 \uc54a\ub294 \uac04\ub2e8\ud55c \ub0b4\ubd80 \uaddc\uce59\uc73c\ub85c \uc774\ub97c \uc2dc\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \ubd88\uc644\uc804\ud55c \ud578\ub4dc\uc624\ud504\uac00 \uace0\uac1d\uc758 \ubb38\uc81c\uac00 \ub418\ub294 \uac83\uc744 \ubc29\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \uc0ac\uc6a9\ud558\uba74 \uad00\uacc4 \uad00\ub9ac\uc790\uc640 \uace0\uac1d \uc628\ubcf4\ub529 \ud300 \uac04\uc5d0 \uacf5\uc720\ub418\ub294 \ud15c\ud50c\ub9bf\ud654\ub41c \uc601\uc5c5-\uc628\ubcf4\ub529 \ud578\ub4dc\uc624\ud504 \ud398\uc774\uc9c0\ub85c \uc774\ub97c \uad6c\ud604\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uc0ac\ub78c\uc774 \ub3d9\uc77c\ud55c \uc815\ubcf4\ub97c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub204\ub77d\ub418\ub294 \uc815\ubcf4\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-break-onboarding-into-small-visible-milestones\">2. \uc628\ubcf4\ub529\uc744 \ub208\uc5d0 \uc798 \ub744\ub294 \uc791\uc740 \ub9c8\uc77c\uc2a4\ud1a4\uc73c\ub85c \ub098\ub204\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae38\uace0 \ubd88\ud22c\uba85\ud55c \ud504\ub85c\uc138\uc2a4\ub294 \ub0b4\ubd80 \ud300\uc774 \ube60\ub974\uac8c \uc77c\ud558\uace0 \uc788\uc5b4\ub3c4 \uace0\uac1d\uc5d0\uac8c \ub290\ub9ac\uac8c \ub290\uaef4\uc9d1\ub2c8\ub2e4. \ubb38\uc11c\ub97c \uc81c\ucd9c\ud55c \ud6c4 2\uc8fc \ub3d9\uc548 \uc544\ubb34 \uc18c\uc2dd\uc774 \uc5c6\ub294 \uace0\uac1d\uc740 \uaddc\uc815 \uc900\uc218 \ubd80\uc11c\uc5d0\uc11c \ud30c\uc77c\uc744 \uc801\uadf9\uc801\uc73c\ub85c \uac80\ud1a0\ud558\uace0 \uc788\ub354\ub77c\ub3c4 \uc544\ubb34 \uc77c\ub3c4 \uc77c\uc5b4\ub098\uc9c0 \uc54a\ub294\ub2e4\uace0 \uc0dd\uac01\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc5ec\uc815\uc744 \uba85\ud655\ud55c \ub2e8\uacc4\ub85c \ub098\ub204\uc138\uc694:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\ub370\uc774\ud130 \uc218\uc9d1 \uc644\ub8cc<\/li>\n\n\n\n<li>KYC \uac80\ud1a0 \uc2b9\uc778<\/li>\n\n\n\n<li>\uacc4\uc88c \uac1c\uc124 \ud655\uc778<\/li>\n\n\n\n<li>\ucd08\uae30 \uc790\uae08 \uc720\uce58<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud65c\uc131\ud654<\/li>\n\n\n\n<li>\uccab \ubc88\uc9f8 \uac80\ud1a0 \ud68c\uc758 \uc608\uc815<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ub2e8\uacc4\ub97c \uace0\uac1d \ud3ec\ud138 \ub0b4\uc5d0 \uac04\ub2e8\ud55c \uc9c4\ud589\ub960 \ud45c\uc2dc\uc904\uc774\ub098 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub85c \ud45c\uc2dc\ud558\uc138\uc694. \uac01 \ub2e8\uacc4\uc758 \uc608\uc0c1 \ub0a0\uc9dc\uc640 \ucc45\uc784 \uc18c\uc720\uc790\ub97c \ud3ec\ud568\ud558\uc138\uc694. \uc774\ub7ec\ud55c \ud22c\uba85\uc131\uc740 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud558\uace0 \ubaa8\ub4e0 \uc0ac\ub78c\uc758 \uc2dc\uac04\uc744 \uc18c\ubaa8\ud558\ub294 \ubd88\uc548\ud55c \ud6c4\uc18d \uc774\uba54\uc77c\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub9c8\uc77c\uc2a4\ud1a4\uc744 \ucd94\uc801\ud558\uba74 \ud575\uc2ec \uc131\uacfc \uc9c0\ud45c\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0 \uace0\uac1d\uc774 \uac00\uce58\ub97c \ud5a5\ud574 \ub098\uc544\uac00\uace0 \uc788\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc628\ubcf4\ub529 \uc131\uacf5 \uc5ec\ubd80\ub97c \uce21\uc815\ud558\ub294 \ub370\ub3c4 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uc7a5 \uac00\uce58\uac00 \ub192\uc740 \ub9c8\uc77c\uc2a4\ud1a4\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694. \uc608\ub97c \ub4e4\uc5b4 \uae30\ubcf8 \ud22c\uc790 \uacc4\uc88c\ub098 \uc815\ucc45\uc744 \ub9cc\ub4e4\uace0 \ub354 \ubcf5\uc7a1\ud55c \uc11c\ube44\uc2a4\ub294 \ub098\uc911\uc5d0 \ucd94\uac00\ud558\uc138\uc694. \uc774 \uc811\uadfc \ubc29\uc2dd\uc744 \uc0ac\uc6a9\ud558\uba74 \uc2e0\uaddc \uace0\uac1d\uc774 \uccab \ubc88\uc9f8 \uac00\uce58\ub97c \ube60\ub974\uac8c \ud655\uc778\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uace0\uac1d \ucc38\uc5ec\uc640 \uc81c\ud488 \ucc44\ud0dd\uc774 \ud5a5\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc740 \uc774\ub7ec\ud55c \ub9c8\uc77c\uc2a4\ud1a4\uc744 \ud45c\uc2dc\ud558\uace0 \uac01 \ub2e8\uacc4\uac00 \uc644\ub8cc\ub418\uba74 \uc790\ub3d9 \uc5c5\ub370\uc774\ud2b8\ub97c \uc804\uc1a1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc218\ub3d9\uc73c\ub85c \uc774\uba54\uc77c\uc744 \uc791\uc131\ud558\uc9c0 \uc54a\uc544\ub3c4 \ucd5c\uc2e0 \uc815\ubcf4\ub97c \uacc4\uc18d \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/530dd361-db88-4894-971c-215c907c3411.png\" alt=\"\uc774 \uc774\ubbf8\uc9c0\ub294 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc5d0\uc11c \uc644\ub8cc\ub41c \ub2e8\uacc4\uc640 \ubcf4\ub958 \uc911\uc778 \ub2e8\uacc4\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ub514\uc9c0\ud138 \uc9c4\ud589\ub960 \ucd94\uc801\uae30\ub97c \ud45c\uc2dc\ud558\uc5ec \uace0\uac1d \ub9cc\uc871\ub3c4\uc640 \uc720\uc9c0\uc728\uc744 \ub192\uc774\uae30 \uc704\ud55c \ud6a8\uacfc\uc801\uc778 \uc628\ubcf4\ub529 \uacbd\ud5d8\uc758 \uc911\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uc774 \ud2b8\ub798\ucee4\ub294 \uc2e0\uaddc \uace0\uac1d\uc758 \uc5ec\uc815\uc744 \uc2dc\uac01\uc801\uc73c\ub85c \ubcf4\uc5ec\uc90c\uc73c\ub85c\uc368 \uc628\ubcf4\ub529 \uc791\uc5c5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uace0\uac1d\uc774 \uacc4\uc18d \ucc38\uc5ec\ud558\uace0 \uc815\ubcf4\ub97c \uc5bb\uc744 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.\" style=\"width:840px;height:auto\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-use-smart-digital-onboarding-and-kyc-forms\">3. \uc2a4\ub9c8\ud2b8 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \uc591\uc2dd \uc0ac\uc6a9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc885\uc774 \uc591\uc2dd, \uc2a4\uce94\ud55c PDF, \uc11c\uba85\uc744 \uc778\uc1c4\ud55c \ud6c4 \ub2e4\uc2dc \uc2a4\uce94\ud558\uba74 \uc6b0\ud3b8\uc774\ub098 \uc774\uba54\uc77c\uc774 \uba70\uce60\uc529 \uc9c0\uc5f0\ub429\ub2c8\ub2e4. \ub610\ud55c \uc218\uc815 \uc8fc\uae30\uac00 \ud544\uc694\ud55c \uc624\ub958\uac00 \ubc1c\uc0dd\ud558\uae30\ub3c4 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\uc801\uc778 \uc591\uc2dd\uc744 \uace0\uac1d\uc758 \ub2f5\ubcc0\uc5d0 \ub530\ub77c \uc870\uc815\ub418\ub294 \ubc18\uc751\ud615 \ub514\uc9c0\ud138 \uc124\ubb38\uc9c0\ub85c \ub300\uccb4\ud558\uc138\uc694. \ub2e8\uc21c\ud55c \uc18c\ub9e4 \uace0\uac1d\uc740 \ubcf5\uc7a1\ud55c \uae30\uc5c5 \uad6c\uc870\ubcf4\ub2e4 \ub354 \uc801\uc740 \uc218\uc758 \uc9c8\ubb38\uc5d0 \ub2f5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc2a4\ud15c\uc740 \ubcf5\uc7a1\ud55c \uc0ac\ub840 \uc5c6\uc774\ub3c4 \uaddc\uc815\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \uc0ac\ud56d\uc744 \ud30c\uc545\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc18c, \uc2e0\ubd84\uc99d \uc138\ubd80 \uc815\ubcf4, \uc138\uae08 \ubc88\ud638, \ud22c\uc790 \uc120\ud638\ub3c4\uc640 \uac19\uc740 \ud544\ub4dc\ub294 \ud55c \ubc88 \uc785\ub825\ud55c \ud6c4 \ubaa8\ub4e0 \ud544\uc218 \ubb38\uc11c\uc5d0 \uc7ac\uc0ac\uc6a9\ud574\uc57c \ud569\ub2c8\ub2e4. \uc2dc\uc2a4\ud15c \uac04\uc5d0 \ub2e4\uc2dc \uc785\ub825\ud560 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4. \uc804\uc0ac \uc624\ub958\uac00 \uc5c6\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc2a4\ud15c\uc740 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc2e4\uc2dc\uac04\uc73c\ub85c \uac80\uc99d\ud574\uc57c \ud569\ub2c8\ub2e4. \ub9cc\ub8cc\ub41c \uc5ec\uad8c\uc774\ub098 \ubd88\uc644\uc804\ud55c IBAN \ubc88\ud638\ub97c \uc989\uc2dc \ud30c\uc545\ud558\uba74 \uaddc\uc815 \uc900\uc218 \ubd80\uc11c\uc5d0\uc11c \ubb38\uc81c\ub97c \ubc1c\uacac\ud558\uae30\uae4c\uc9c0 \uba70\uce60 \ub610\ub294 \uba87 \uc8fc\uac00 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uc744 \uc808\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4 \uace0\uac1d\uc5d0\uac8c \uc6d0\ud65c\ud55c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uba74\uc11c \ubbfc\uac10\ud55c \ub370\uc774\ud130\ub97c \uc2a4\uc704\uc2a4 \uad00\ud560\uad8c\uc5d0 \ubcf4\uad00\ud574\uc57c \ud558\ub294 \uae30\uad00\uc5d0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-standardise-compliance-and-risk-workflows\">4. \uaddc\uc815 \uc900\uc218 \ubc0f \ub9ac\uc2a4\ud06c \uc6cc\ud06c\ud50c\ub85c \ud45c\uc900\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc77c\uad00\ub418\uc9c0 \uc54a\uc740 \ud615\uc2dd\uc758 \uc0ac\ub840\ub97c \uc811\uc218\ud558\uace0 \ub204\ub77d\ub41c \ubd80\ubd84\uc744 \ucc3e\uc544\uc57c \ud558\uae30 \ub54c\ubb38\uc5d0 \uc885\uc885 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \uc774\ub294 \uc778\ub825 \ubb38\uc81c\uac00 \uc544\ub2d9\ub2c8\ub2e4. \ud504\ub85c\uc138\uc2a4 \ubb38\uc81c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc720\ud615, \uc704\ud5d8 \uc218\uc900 \ubc0f \uc81c\ud488 \uc138\ud2b8\uc5d0 \ub530\ub77c \ub9e4\ud551\ub41c \ud45c\uc900 \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\ub97c \ub9cc\ub4ed\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc704\ud5d8\ub3c4\uac00 \ub0ae\uc740 \uc18c\ub9e4 \uc0ac\ub840\ub294 \uc790\ub3d9\ud654\ub41c \uac80\uc0ac\ub97c \ud1b5\ud574 \uc2e0\uc18d\ud558\uac8c \ucc98\ub9ac\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc911\uac04 \uc704\ud5d8 \uc0ac\ub840\ub294 \uc815\uc758\ub41c \uc11c\ube44\uc2a4 \uc218\uc900 \ub0b4\uc5d0\uc11c \ud45c\uc900 \uac80\ud1a0\ub97c \ubc1b\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubcf5\uc7a1\ud55c \uad6c\uc870 \ub610\ub294 \uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc778\ubb3c\uacfc \uad00\ub828\ub41c \uace0\uc704\ud5d8 \uc0ac\ub840\ub294 \ub354 \uc2ec\uce35\uc801\uc778 \uac80\ud1a0\ub97c \ubc1b\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uce59\uc5d0 \ub530\ub77c \uc790\ub3d9 \uc704\ud5d8 \uc810\uc218 \ub9e4\uae30\uae30\ub97c \uc0ac\uc6a9\ud558\uc138\uc694. \ud2b9\uc815 \uad6d\uac00, \ubcf5\uc7a1\ud55c \uc18c\uc720\uad8c \uad6c\uc870 \ub610\ub294 \ud2b9\uc815 \uace0\uac1d \ud504\ub85c\ud544\uc5d0 \ub354 \ub192\uc740 \uc810\uc218\ub97c \ud560\ub2f9\ud558\uc138\uc694. \uc774\uc5d0 \ub530\ub77c \uac00\uc7a5 \uc911\uc694\ud55c \uacf3\uc5d0 \uc0ac\ub78c\uc758 \uad00\uc2ec\uc774 \uc9d1\uc911\ub418\ub3c4\ub85d \uacbd\ub85c\ub97c \uc9c0\uc815\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">24\uc2dc\uac04 \ub0b4 \ud45c\uc900 KYC \uac80\ud1a0\uc640 \uac19\uc740 \uc11c\ube44\uc2a4 \uc218\uc900 \ubaa9\ud45c\ub97c \uc124\uc815\ud558\uace0 CRM \ub0b4\ubd80\uc758 \ub300\uc2dc\ubcf4\ub4dc\ub97c \ud1b5\ud574 \ucd94\uc801\ud558\uc138\uc694. \uacbd\uc601\uc9c4\uc740 \uc9c0\uc5f0\uc744 \uc870\uae30\uc5d0 \ubc1c\uacac\ud558\uace0 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \uace0\uac1d \ubd88\ub9cc\uc73c\ub85c \uc774\uc5b4\uc9c0\uae30 \uc804\uc5d0 \ub9ac\uc18c\uc2a4\ub97c \uc7ac\ud560\ub2f9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc774\ub7ec\ud55c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc870\uc728\ud558\uc5ec \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\uc5d0\uac8c \uc791\uc5c5\uc744 \ubcf4\ub0b4\uace0, \uac01 \uacb0\uc815\uc744 \uae30\ub85d\ud558\uace0, \uc548\uc804\ud55c \uc2a4\uc704\uc2a4 \ud658\uacbd\uc5d0 \uac10\uc0ac \ucd94\uc801\uc744 \uc800\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8 \uacb0\uacfc \ucc98\ub9ac \uc18d\ub3c4\uac00 \ube68\ub77c\uc9c0\uace0 \uaddc\uc815 \uc900\uc218 \ubb38\uc11c\uac00 \ub354\uc6b1 \uac15\ub825\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-shift-training-and-education-to-self-service\">5. \ud6c8\ub828 \ubc0f \uad50\uc721\uc744 \uc140\ud504 \uc11c\ube44\uc2a4\ub85c \uc804\ud658<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \ud68c\uc0ac\ub4e4\uc774 \uacc4\uc88c\uac00 \uac1c\uc124\ub41c \ud6c4\uc5d0\uc57c \uace0\uac1d \uad50\uc721\uc744 \uc2dc\uc791\ud569\ub2c8\ub2e4. \uc774\ub294 \uace0\uac1d\uc774 \uc11c\ube44\uc2a4\ub97c \uc0ac\uc6a9\ud560 \uc900\ube44\uac00 \ub418\uae30 \uc804\uc5d0 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uae34 \uc138\uc158\uc744 \uc608\uc57d\ud574\uc57c \ud55c\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uce98\ub9b0\ub354\uac00 \uc81c\uc57d\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \uc0ac\ub78c\ub4e4\uc740 \ub77c\uc774\ube0c \uc138\uc158\uc774 \ub05d\ub09c \ud6c4 24\uc2dc\uac04 \uc774\ub0b4\uc5d0 \uad50\uc721 \ucf58\ud150\uce20\uc758 90%\ub97c \uc78a\uc5b4\ubc84\ub9bd\ub2c8\ub2e4. \uc758\uc790\uc5d0 \uc549\uc544\uc11c \ud558\ub294 \ubc29\uc2dd\uc740 \uc0dd\uc0b0\uc131\uc740 \ub192\uc9c0\ub9cc \uae30\uc5b5\ub825\uc774 \ub5a8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub354 \ub098\uc740 \uc811\uadfc \ubc29\uc2dd\uc740 \uc2e0\uaddc \uace0\uac1d\uc774 \uacc4\uc57d\ud558\uc790\ub9c8\uc790 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \uc9e7\uc740 \ub3d9\uc601\uc0c1, \ub2e8\uacc4\ubcc4 \uac00\uc774\ub4dc, \ub300\ud654\ud615 \uc81c\ud488 \ub458\ub7ec\ubcf4\uae30 \ubc0f FAQ \ub77c\uc774\ube0c\ub7ec\ub9ac\ub97c \ub9cc\ub4dc\ub294 \uac83\uc785\ub2c8\ub2e4. \ub2e4\uc74c\uacfc \uac19\uc740 \uc8fc\uc81c\ub97c \ub2e4\ub8e8\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubb38\uc11c\ub97c \uc548\uc804\ud558\uac8c \uc5c5\ub85c\ub4dc\ud558\ub294 \ubc29\ubc95<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1\uc758 \uc791\ub3d9 \ubc29\uc2dd<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc744 \ud0d0\uc0c9\ud558\ub294 \ubc29\ubc95<\/li>\n\n\n\n<li>\uac01 \uc628\ubcf4\ub529 \ub2e8\uacc4\uc5d0\uc11c \uae30\ub300\ud560 \uc218 \uc788\ub294 \uc0ac\ud56d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc140\ud504 \uc11c\ube44\uc2a4 \ub9ac\uc18c\uc2a4\ub97c \ud1b5\ud574 \uace0\uac1d\uc740 \uc790\uc2e0\uc758 \uc18d\ub3c4\uc5d0 \ub9de\ucdb0 \ud559\uc2b5\ud560 \uc218 \uc788\uc73c\uba70, \ud544\uc694\uc5d0 \ub530\ub77c \uc790\ub8cc\ub97c \ub2e4\uc2dc \ubc29\ubb38\ud558\uc5ec \uc0c8\ub85c\uc6b4 \uae30\ub2a5\uc774\ub098 \uc5c5\ub370\uc774\ud2b8\ub97c \uc644\uc804\ud788 \uc774\ud574\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc1b\uc740 \ud3b8\uc9c0\ud568\uc5d0\uc11c \uc190\uc2e4\ub418\ub294 \ucca8\ubd80 \ud30c\uc77c\uc744 \ubcf4\ub0b4\ub294 \ub300\uc2e0 \uc628\ubcf4\ub529 \uc774\uba54\uc77c\uacfc \ud3ec\ud138 \ub0b4\ubd80\uc5d0 \uc774\ub7ec\ud55c \uad50\uc721 \uc790\ub8cc\ub97c \ud3ec\ud568\ud558\uc138\uc694. \uac01 \uace0\uac1d\uc774 \ubcf8 \uc790\ub8cc\ub97c \ucd94\uc801\ud558\uc5ec \ub77c\uc774\ube0c \uc138\uc158\uc5d0\uc11c \uae30\ubcf8\uc801\uc778 \ud0d0\uc0c9 \ub300\uc2e0 \ub354 \uac00\uce58 \uc788\ub294 \uc9c8\ubb38\uacfc \uc81c\ud488 \ucc44\ud0dd\uc744 \uc720\ub3c4\ud558\ub294 \ud575\uc2ec \uae30\ub2a5\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc140\ud504 \uc11c\ube44\uc2a4 \uc811\uadfc \ubc29\uc2dd\uc740 \ub2e4\uc591\ud55c \ud559\uc2b5 \uc2a4\ud0c0\uc77c\uc744 \uc218\uc6a9\ud569\ub2c8\ub2e4. \uc5b4\ub5a4 \uace0\uac1d\uc740 \ube44\ub514\uc624\ub97c \uc120\ud638\ud569\ub2c8\ub2e4. \ub2e4\ub978 \uace0\uac1d\ub4e4\uc740 \uc11c\uba74 \uac00\uc774\ub4dc\ub97c \uc120\ud638\ud569\ub2c8\ub2e4. \uc5b4\ub5a4 \uace0\uac1d\uc740 \ube60\ub974\uac8c \uc9c4\ud589\ud558\uae30\ub97c \uc6d0\ud569\ub2c8\ub2e4. \uc138\ubd80 \uc0ac\ud56d\uc744 \uaf3c\uaf3c\ud788 \uac80\ud1a0\ud558\uace0 \uc2f6\uc5b4\ud558\ub294 \uace0\uac1d\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc5d0\uac8c \uc774\ub7ec\ud55c \uc720\uc5f0\uc131\uc744 \uc81c\uacf5\ud558\uba74 \uace0\uac1d \uc628\ubcf4\ub529 \uacbd\ud5d8\uc774 \ud5a5\uc0c1\ub418\ub294 \ub3d9\uc2dc\uc5d0 \ud300\uc5d0 \ub300\ud55c \uc694\uad6c\ub3c4 \uc904\uc5b4\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d \ud3ec\ud138 \ub0b4\uc5d0\uc11c \uc774\ub7ec\ud55c \ub9ac\uc18c\uc2a4\ub97c \ud638\uc2a4\ud305\ud558\uace0 \uac1c\uc778\ud654\ub41c \uc774\uba54\uc77c \uc2dc\ud000\uc2a4\ub97c \ud2b8\ub9ac\uac70\ud558\uc5ec \uc628\ubcf4\ub529 \uc5ec\uc815\uc758 \uc801\uc808\ud55c \uc2dc\uc810\uc5d0 \uace0\uac1d\uc5d0\uac8c \ub9ac\uc18c\uc2a4\ub97c \uc548\ub0b4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-automate-reminders-approvals-and-communications\">6. \ubbf8\ub9ac \uc54c\ub9bc, \uc2b9\uc778 \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc790\ub3d9\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc2dc\uac04 \uc911 \uc758\uc678\ub85c \ub9ce\uc740 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\ub294 \uac83\uc740 \ubc14\ub85c \ub300\uae30 \uc2dc\uac04\uc785\ub2c8\ub2e4. \ud074\ub77c\uc774\uc5b8\ud2b8\uac00 \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud560 \ub54c\uae4c\uc9c0 \uae30\ub2e4\ub9ac\ub294 \uc2dc\uac04. \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4\uac00 \ud30c\uc77c\uc744 \uc2b9\uc778\ud560 \ub54c\uae4c\uc9c0 \uae30\ub2e4\ub9ac\ub294 \uacbd\uc6b0. \uc6b4\uc601\ud300\uc5d0\uc11c \uacc4\uc88c \ubc88\ud638\ub97c \ud655\uc778\ud558\uae30 \uc704\ud574 \uae30\ub2e4\ub9ac\ub294 \uc2dc\uac04. \uc544\ubb34\ub3c4 \uc54c\ub9bc\uc744 \ubc1b\uc9c0 \ubabb\ud569\ub2c8\ub2e4. \ub2e4\uc74c \ub2e8\uacc4\uc758 \uc18c\uc720\uc790\uac00 \ub204\uad6c\uc778\uc9c0 \uc544\ubb34\ub3c4 \ud655\uc2e0\ud558\uc9c0 \ubabb\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc774 \ubb38\uc81c\ub97c \ud574\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \uc54c\ub9bc<\/strong>: \uace0\uac1d\uc5d0\uac8c \ubb38\uc11c \uc5c5\ub85c\ub4dc, \uacc4\uc57d\uc11c \uc11c\uba85, \uacc4\uc88c \uc785\uae08 \ub4f1\uc744 \uc694\uccad\ud558\ub294 \uc790\ub3d9 \uba54\uc2dc\uc9c0. \ub9c8\uac10\uc77c\uc744 \ub193\uce5c \uacbd\uc6b0 \ubd80\ub4dc\ub7fd\uac8c \uc5d0\uc2a4\uceec\ub808\uc774\uc158\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub0b4\ubd80 \uc54c\ub9bc<\/strong>: \uc5c5\ubb34\uac00 \ub370\uc2a4\ud06c\uc5d0 \ub3c4\ucc29\ud558\uba74 \uad00\uacc4 \uad00\ub9ac\uc790 \ubc0f \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\uc5d0\uac8c \uc54c\ub9bc\uc744 \ubcf4\ub0c5\ub2c8\ub2e4. \ubbf8\uacb0 \ud56d\ubaa9\uc5d0 \ub300\ud55c \uc77c\uc77c \ub610\ub294 \uc8fc\uac04 \uc694\uc57d.<\/li>\n\n\n\n<li><strong>\uc9c4\ud589 \uc0c1\ud669 \uc5c5\ub370\uc774\ud2b8<\/strong>: KYC\uac00 \uc2b9\uc778\ub418\uac70\ub098 \uacc4\uc815\uc774 \ud65c\uc131\ud654\ub418\uba74 \uace0\uac1d\uc5d0\uac8c \uc54c\ub9bc\uc744 \uc81c\uacf5\ud558\ub294 \ud15c\ud50c\ub9bf\ud654\ub41c \ub9de\ucda4\ud615 \uba54\uc2dc\uc9c0\uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc740 \uc218\uc791\uc5c5\uc73c\ub85c \ucd08\uc548\uc744 \uc791\uc131\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \uace0\uac1d\uc758 \uad6c\uccb4\uc801\uc778 \uc0c1\ud669\uacfc \ub2e4\uc74c \ub2e8\uacc4\ub97c \uc5b8\uae09\ud558\uae30 \ub54c\ubb38\uc5d0 \uace0\uac1d\uc5d0\uac8c \uac1c\uc778\ud654\ub41c \ub290\ub08c\uc744 \uc90d\ub2c8\ub2e4. \ub610\ud55c \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uac01 \uace0\uac1d\uc758 \uace0\uc720\ud55c \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\uac8c \uc628\ubcf4\ub529 \uba54\uc2dc\uc9c0\uc640 \uc548\ub0b4\ub97c \ub9de\ucda4\ud654\ud568\uc73c\ub85c\uc368 \uac1c\uc778\ud654\ub41c \uc9c0\uc6d0\uc774 \uac00\ub2a5\ud558\ubbc0\ub85c \uace0\uac1d\uc758 \ud2b9\uc815 \ubb38\uc81c\ub97c \ud574\uacb0\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc790\ub3d9\ud654\ub294 CRM \ub370\uc774\ud130, \ub514\uc9c0\ud138 \uc591\uc2dd, \uc774\uba54\uc77c \ub610\ub294 \ud3ec\ud138 \uba54\uc2dc\uc9c0\ub97c \uc5f0\uacb0\ud558\uc5ec \ud55c \ub2e8\uacc4\uac00 \uc644\ub8cc\ub418\uba74 \ub2e4\uc74c \ub2e8\uacc4\uac00 \uc790\ub3d9\uc73c\ub85c \ud2b8\ub9ac\uac70\ub418\ub3c4\ub85d \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\ub85c \uc778\ud574 \ubc1c\uc0dd\ud558\ub294 \ub300\uae30 \uc2dc\uac04\uc744 \uc5c6\uc560\uace0 \uace0\uac1d\uc744 \ub354 \ube60\ub974\uac8c \uc628\ubcf4\ub529\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-helps-financial-institutions-reduce-onboarding-time\">\uae08\uc735 \uae30\uad00\uc758 \uc628\ubcf4\ub529 \uc2dc\uac04 \ub2e8\ucd95\uc744 \uc9c0\uc6d0\ud558\ub294 \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uc758 \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc628\ubcf4\ub529, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud558\ub098\uc758 \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc73c\ub85c \ud1b5\ud569\ud558\ub294 \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 CRM \ub3c4\uad6c\uc640 \ub2ec\ub9ac \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uc81c\uc791\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud50c\ub7ab\ud3fc\uc774 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ubbc0\ub85c \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \uacf5\uacf5 \ubd80\ubb38 \uae30\uad00\uc740 \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \ubcf4\uc874 \uaddc\uce59\uc744 \uc900\uc218\ud558\uba74\uc11c \uc628\ubcf4\ub529 \uc18d\ub3c4\ub97c \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud6a8\uc728\uc131\uacfc \uc8fc\uad8c \uc0ac\uc774\uc5d0\ub294 \uc808\ucda9\uc810\uc774 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc18d\ub3c4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uad6c\uccb4\uc801\uc778 \uae30\ub2a5\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uae30\ub2a5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc601\ud5a5<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uace0\uac1d \uc811\uc218 \uc591\uc2dd<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6a9\uc9c0 \uc9c0\uc5f0 \ubc0f \uc7ac\uc785\ub825 \uc624\ub958 \uc81c\uac70<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc790\ub3d9\ud654\ub41c \uc801\ud569\uc131 \uac80\uc0ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc218\ub3d9 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0 \uc2dc\uac04 \ub2e8\ucd95<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc804\uc790 \ubb38\uc11c \uc218\uc9d1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b8\uc81c \uc5b4\ub514\uc11c\ub098 \uc5c5\ub85c\ub4dc\ud558\ub294 \ud074\ub77c\uc774\uc5b8\ud2b8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc791\uc5c5\uc740 \uc790\ub3d9\uc73c\ub85c \uc801\ud569\ud55c \ub2f4\ub2f9\uc790\uc5d0\uac8c \ub77c\uc6b0\ud305\ub429\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \uc561\uc138\uc2a4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d\uc774 \uc9c4\ud589 \uc0c1\ud669\uc744 \ud655\uc778\ud558\uace0 \ub3c5\ub9bd\uc801\uc73c\ub85c \uc791\uc5c5\uc744 \uc644\ub8cc\ud569\ub2c8\ub2e4.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \uc810\uc218 \ubc0f \ub77c\uc6b0\ud305<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uc704\ud5d8 \uac80\ud1a0\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uc9c0 \uc54a\uc73c\uba74\uc11c \uc800\uc704\ud5d8 \uc0ac\ub840\uc758 \ucc98\ub9ac \uc18d\ub3c4 \ud5a5\uc0c1<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \uc0ac\uc6a9\ud558\ub294 \ud55c \uc911\uacac \ubbfc\uac04 \uc740\ud589\uc740 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ud504\ub85c\uc138\uc2a4\ub97c \ud45c\uc900\ud654\ud55c \ud6c4 \ud3c9\uade0 \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 4\uc8fc\uc5d0\uc11c 10\uc77c\ub85c \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uc131\uacf5 \ud300\uc740 \uc774\uc81c \ubb38\uc11c\ub97c \ucad3\uc544\ub2e4\ub2c8\ub294 \ub300\uc2e0 \uad00\uacc4 \uad6c\ucd95\uc5d0 \uc2dc\uac04\uc744 \ud560\uc560\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc774\ud0c8\uc744 \uc904\uc774\uace0 \uc2e0\uaddc \uace0\uac1d\uc744 \uc704\ud55c \uace0\uac1d \uc628\ubcf4\ub529 \uacbd\ud5d8\uc744 \uac1c\uc120\ud558\uace0\uc790 \ud55c\ub2e4\uba74 \ud604\uc7ac \uc628\ubcf4\ub529 \uccad\uc0ac\uc9c4\uc744 \uac80\ud1a0\ud574 \ubcf4\uc138\uc694. \ub370\ubaa8\ub97c \ud1b5\ud574 \ud2b9\uc815 \ud504\ub85c\uc138\uc2a4\ub97c \uc5b4\ub5bb\uac8c \ub514\uc9c0\ud138\ud654\ud558\uace0 \uac00\uc18d\ud654\ud560 \uc218 \uc788\ub294\uc9c0 \uc815\ud655\ud788 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ud1b5\ud574 \uc628\ubcf4\ub529 \uc18d\ub3c4\ub97c \uac1c\uc120\ud558\uace0 \uc6d0\ud65c\ud55c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \ucda9\uc131\ub3c4\ub97c \ub192\uc774\uace0 \uc9c0\uc18d\uc801\uc778 \ucc38\uc5ec\ub97c \uc720\ub3c4\ud558\uc5ec \uace0\uac1d \ud3c9\uc0dd \uac00\uce58\ub97c \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-and-continuously-improving-onboarding-speed\">\uc628\ubcf4\ub529 \uc18d\ub3c4 \uce21\uc815 \ubc0f \uc9c0\uc18d\uc801\uc778 \uac1c\uc120<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uba85\ud655\ud55c \uc9c0\ud45c\uac00 \uc5c6\uc73c\uba74 \uc628\ubcf4\ub529\uc740 \ud56d\uc0c1 \ub290\ub9ac\uac8c \ub290\uaef4\uc9c0\uace0 \ud300\uc740 \uc5b4\ub514\uc5d0 \ub178\ub825\uc744 \ud22c\uc790\ud574\uc57c \ud558\ub294\uc9c0 \uc99d\uba85\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uce21\uc815\uc740 \uc758\uacac\uc744 \uc2e4\ud589 \uac00\ub2a5\ud55c \uc778\uc0ac\uc774\ud2b8\ub85c \uc804\ud658\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \ud68c\uc0ac\uc640 \uad00\ub828\ub41c \uc8fc\uc694 \uc9c0\ud45c\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uacc4\uc57d \uccb4\uacb0 \ud6c4 \uacc4\uc88c \uac1c\uc124\uae4c\uc9c0\uc758 \ud3c9\uade0 \uc77c\uc218<\/li>\n\n\n\n<li>\uccab \ud380\ub529\uae4c\uc9c0\uc758 \uc77c\uc218<\/li>\n\n\n\n<li>\uccab \uac70\ub798 \ub610\ub294 \uc815\ucc45 \ubc1c\ud589\uae4c\uc9c0 \uac78\ub9b0 \uc77c\uc218<\/li>\n\n\n\n<li>\uccab \ubc88\uc9f8 \uc2dc\ub3c4\uc5d0\uc11c \ub514\uc9c0\ud138 \uc591\uc2dd\uc758 \uc644\ub8cc\uc728<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529\uc744 \uc644\ub8cc\ud558\ub294 \ub370 \ud544\uc694\ud55c \uace0\uac1d \uc811\uc810 \uc218<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529 \uc644\ub8cc \uc2dc \uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub300\ud55c \ubaa9\ud45c\ub97c \uc124\uc815\ud558\uace0 CRM\uc758 \ub300\uc2dc\ubcf4\ub4dc\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub9e4\uc6d4 \ucd94\uc801\ud558\uc138\uc694. \uacbd\uc601\uc9c4\uc740 \uad00\uacc4 \uad00\ub9ac\uc790, \uc81c\ud488, \uc9c0\uc5ed \ub610\ub294 \uc704\ud5d8 \uc218\uc900\ubcc4\ub85c \ucd94\uc138\ub97c \ud655\uc778\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ud55c \uc138\uadf8\uba3c\ud2b8\uc758 \uc131\uacfc\uac00 \uc9c0\uc18d\uc801\uc73c\ub85c \ub290\ub9ac\uba74 \uadf8 \uc774\uc720\ub97c \uc870\uc0ac\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6b4\uc601, \uaddc\uc815 \uc900\uc218 \ubc0f \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \ud300\uc774 \ucd5c\uadfc \uba87 \uac00\uc9c0 \uace0\uac1d \uc5ec\uc815\uc744 \ucc98\uc74c\ubd80\ud130 \ub05d\uae4c\uc9c0 \uac80\ud1a0\ud558\ub294 \uc815\uae30\uc801\uc778 \uac80\ud1a0\ub97c \ubd84\uae30\ubcc4\ub85c \uc218\ub9bd\ud558\uc138\uc694. \ub300\uae30 \uc2dc\uac04\uc744 \uc720\ubc1c\ud558\ub294 \ubd88\ud544\uc694\ud55c \ub2e8\uacc4, \ubc18\ubcf5\ub418\ub294 \uc694\uccad \ub610\ub294 \ud578\ub4dc\uc624\ud504\ub97c \ud30c\uc545\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa9\ud45c\ub294 \uc9c0\uc18d\uc801\uc778 \uc18c\uaddc\ubaa8 \uc2e4\ud5d8\uc744 \ud1b5\ud574 \uc9c0\uc18d\uc801\uc73c\ub85c \uac1c\uc120\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc791\uc5c5 \uc21c\uc11c\ub97c \ubcc0\uacbd\ud558\uc138\uc694. \ud558\ub098\uc758 \uc591\uc2dd \uc139\uc158\uc744 \ub2e8\uc21c\ud654\ud569\ub2c8\ub2e4. \uc774\uba54\uc77c \ud0c0\uc774\ubc0d\uc744 \uc870\uc815\ud569\ub2c8\ub2e4. \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc744 \uce21\uc815\ud569\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uc6b4\uc601\uc744 \ubc29\ud574\ud558\ub294 \ub300\uaddc\ubaa8 \uc77c\ud68c\uc131 \ud504\ub85c\uc81d\ud2b8 \uc5c6\uc774\ub3c4 \uafb8\uc900\ud55c \uc131\uacfc\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uac1c\uc120\ud558\uba74 \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc9c0\uc18d\uc801\uc778 \uc218\uc775\uc744 \ucc3d\ucd9c\ud558\uace0 \uc11c\ube44\uc2a4\ub97c \ucd94\ucc9c\ud558\uba70 \uc7a5\uae30\uc801\uc778 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \uc9c0\uc6d0\ud558\ub294 \ucda9\uc131 \uace0\uac1d\uc744 \ucc3d\ucd9c\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc9c8\ubb38\uc740 \uae08\uc735 \uae30\uad00\uc774 \uc18d\ub3c4\ub97c \uc704\ud574 \uc628\ubcf4\ub529\uc744 \uc7ac\uc124\uacc4\ud560 \ub54c \uc790\uc8fc \uc81c\uae30\ub418\ub294 \uc2e4\uc9c8\uc801\uc778 \ubb38\uc81c\ub97c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-fast-is-too-fast-when-onboarding-regulated-clients\">\uaddc\uc81c \ub300\uc0c1 \uace0\uac1d\uc744 \uc628\ubcf4\ub529\ud560 \ub54c \ub108\ubb34 \ube60\ub974\uba74 \uc5bc\ub9c8\ub098 \ube60\ub97c\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\ub2f5\uc740 \uac01 \ubd80\ubb38\uc5d0 \ub300\ud55c \uaddc\uc81c \uc758\ubb34, \ub0b4\ubd80 \uc704\ud5d8 \uc120\ud638\ub3c4, \uace0\uac1d \uae30\ub300\uce58 \uac04\uc758 \uade0\ud615\uc744 \ucc3e\ub294 \ub370 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc704\ud5d8\ub3c4\uac00 \ub9e4\uc6b0 \ub0ae\uc740 \ub514\uc9c0\ud138 \uc800\ucd95 \uc0c1\ud488\uc758 \uacbd\uc6b0, \uc989\uc2dc \uc2b9\uc778\uc774 \ud569\ub9ac\uc801\uc774\uba70 \uc2e0\uaddc \uc0ac\uc6a9\uc790\ub4e4\uc758 \uae30\ub300\uac00 \uc810\uc810 \ub354 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5ec\ub7ec \ubc95\uc801 \uad6c\uc870\uac00 \uad00\ub828\ub41c \ubcf5\uc7a1\ud55c \ud574\uc678 \ud22c\uc790 \uc758\ubb34\uc758 \uacbd\uc6b0, \ud22c\uba85\ud558\uace0 \uc798 \uad00\ub9ac\ub41c\ub2e4\uba74 2~4\uc8fc \uc815\ub3c4\uc758 \uc808\ucc28\uac00 \uc804\uc801\uc73c\ub85c \uc801\uc808\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub108\ubb34 \ube60\ub974\ub2e4\ub294 \uac83\uc740 \ud300\uc774 \ubb38\uc11c\ud654\ub41c \ud655\uc778\uc744 \uac74\ub108\ub6f0\uac70\ub098 \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1\uc744 \uc11c\ub450\ub974\uac70\ub098 \uace0\uac1d\uc774 \uc11c\uba85\ud558\ub294 \ub0b4\uc6a9\uc5d0 \ub300\ud574 \ubd88\ubd84\uba85\ud558\uac8c \ub0a8\uaca8\ub450\ub294 \uacbd\uc6b0\uc785\ub2c8\ub2e4. \uc774\ub85c \uc778\ud574 \ubd88\ub9cc, \uaddc\uc81c \ubb38\uc81c\uac00 \ubc1c\uc0dd\ud558\uace0 \ud5a5\ud6c4 \uac15\ub825\ud55c \uad00\uacc4\uac00 \uc190\uc0c1\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac04\ub2e8\ud55c \ub0b4\ubd80 \uacbd\ud5d8 \ubc95\uce59: \ubc95\ub960\uc774\ub098 \ub0b4\ubd80 \uc704\ud5d8 \uc815\ucc45\uc5d0 \uc758\ud574 \uc694\uad6c\ub418\uc9c0 \uc54a\ub294\uc9c0 \ud655\uc778\ud558\uc9c0 \uc54a\uace0 \uc628\ubcf4\ub529 \ub2e8\uacc4\ub97c \uc81c\uac70\ud574\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-can-small-firms-speed-up-onboarding-without-a-large-operations-team\">\uc18c\uaddc\ubaa8 \uae30\uc5c5\uc774 \ub300\uaddc\ubaa8 \uc6b4\uc601\ud300 \uc5c6\uc774 \uc628\ubcf4\ub529 \uc18d\ub3c4\ub97c \ub192\uc774\ub294 \ubc29\ubc95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\uaddc\ubaa8 \uae30\uc5c5\uc740 \ud6a8\uc728\uc131\uc744 \ub192\uc774\uae30 \uc704\ud574 \uace0\uc6a9\ud558\uae30\ubcf4\ub2e4\ub294 \uc790\ub3d9\ud654\ub97c \ud604\uba85\ud558\uac8c \uc0ac\uc6a9\ud558\ub294 \ub370 \uc6b0\uc120\uc21c\uc704\ub97c \ub450\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c\ub450 \uac00\uc9c0 \uc8fc\uc694 \uace0\uac1d \uc5ec\uc815\uc744 \ud45c\uc900\ud654\ud558\ub294 \uac83\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694. \ubb38\uc11c \uc218\uc9d1 \uc2dc \uc774\uba54\uc77c \ucca8\ubd80\ud30c\uc77c \ub300\uc2e0 \ub514\uc9c0\ud138 \uc591\uc2dd\uc744 \uc0ac\uc6a9\ud558\uc138\uc694. \uacf5\ud1b5 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc704\ud55c \ud15c\ud50c\ub9bf\uc744 \ub9cc\ub4e4\uc5b4 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ube44\uc2b7\ud55c \uc774\uba54\uc77c\uc744 \ubc18\ubcf5\ud574\uc11c \uc791\uc131\ud558\uc9c0 \uc54a\ub3c4\ub85d \ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \ub3c4\uad6c\ub294 \uc18c\uaddc\ubaa8 \uae30\uad00\uc5d0 \ub300\ud615 \uc740\ud589\uc774 \uc804\ub2f4 \ud300\uc744 \ud1b5\ud574 \uc790\uccb4\uc801\uc73c\ub85c \uad6c\ucd95\ud558\ub294 \uac83\uacfc \ub3d9\uc77c\ud55c \uc218\uc900\uc758 \uccb4\uacc4\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uc640 KYC \uc790\ub3d9\ud654\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud55c \uc18c\uaddc\ubaa8 \ub3c5\ub9bd \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\ub294 \uc778\ub825\uc744 \ucd94\uac00\ud558\uc9c0 \uc54a\uace0\ub3c4 \ub204\ub77d\ub41c \ubb38\uc11c\uc5d0 \ub300\ud55c \uc54c\ub9bc\uc744 \uc790\ub3d9\ud654\ud558\uace0 \ud6c4\uc18d \uc870\uce58 \uc2dc\uac04\uc744 \uc808\ubc18\uc73c\ub85c \uc904\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-should-we-communicate-to-clients-about-the-new-faster-onboarding-process\">\uc0c8\ub85c\uc6b4 \ube60\ub978 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc5d0 \ub300\ud574 \uace0\uac1d\uc5d0\uac8c \uc804\ub2ec\ud574\uc57c \ud560 \uc0ac\ud56d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uba85\uc131\uacfc \uc548\uc2ec\uc740 \ud544\uc218\uc785\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc18d\ub3c4\uac00 \ube60\ub974\ub2e4\uace0 \ud574\uc11c \ubcf4\uc548\uc774 \uc57d\ud574\uc9c0\uac70\ub098 \uaddc\uc815 \uc900\uc218\uac00 \uc57d\ud574\uc9c0\ub294 \uac83\uc774 \uc544\ub2c8\ub77c\ub294 \uc810\uc744 \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9e7\uc740 \ud658\uc601 \uba54\uc2dc\uc9c0\uc5d0\ub294 \uc8fc\uc694 \ub2e8\uacc4, \uc608\uc0c1 \uc77c\uc815, \ud544\uc694\ud55c \ubb38\uc11c, \ub514\uc9c0\ud138 \uc11c\uba85\uacfc \ud3ec\ud138\uc774 \ub370\uc774\ud130\ub97c \uc548\uc804\ud558\uac8c \ubcf4\ud638\ud558\ub294 \ubc29\ubc95\uc744 \uac04\ub7b5\ud558\uac8c \uc124\uba85\ud574\uc57c \ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc5b8\uc81c \ubb34\uc5c7\uc744 \ud574\uc57c \ud558\ub294\uc9c0 \uc54c \uc218 \uc788\ub3c4\ub85d \uae30\ub300\uce58\ub97c \ubbf8\ub9ac \uc124\uc815\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc98\uc74c \uba87 \uba85\uc758 \uace0\uac1d\uc774 \uc0c8\ub85c\uc6b4 \ud504\ub85c\uc138\uc2a4\ub97c \uac70\uce5c \ud6c4 \uace0\uac1d \ud53c\ub4dc\ubc31\uc744 \uc218\uc9d1\ud558\uc138\uc694. \uace0\uac1d\uc758 \ubc18\uc751\uc744 \ud1b5\ud574 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774 \uba85\ud655\ud55c\uc9c0 \uc544\ub2c8\uba74 \uac1c\uc120\uc774 \ud544\uc694\ud55c\uc9c0 \uc54c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d \ub300\uc0c1 \uc790\ub8cc\ub294 \uc9c0\uce68, \uc0c1\ud0dc \uc5c5\ub370\uc774\ud2b8 \ubc0f \uc9c0\uc6d0 \uc5f0\ub77d\ucc98\ub97c \ud55c \uacf3\uc5d0\uc11c \uc81c\uacf5\ud558\ub294 InvestGlass\uc640 \uac19\uc740 \ud3ec\ud138\uc5d0\uc11c \ud638\uc2a4\ud305\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-we-handle-legacy-paper-processes-when-moving-to-digital-onboarding\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc73c\ub85c \uc804\ud658\ud560 \ub54c \ub808\uac70\uc2dc \uc885\uc774 \ud504\ub85c\uc138\uc2a4\ub97c \ucc98\ub9ac\ud558\ub294 \ubc29\ubc95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \ubaa8\ub4e0 \uc0ac\ub78c\uc5d0\uac8c \ud63c\ub780\uc744 \uc8fc\ub294 \ud558\ub8fb\ubc24\uc758 \uc804\ud658\ubcf4\ub2e4 \ub354 \ud6a8\uacfc\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e0\uaddc \uace0\uac1d\uacfc \uac00\uc7a5 \uac04\ub2e8\ud55c \uc81c\ud488\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694. \ud300\uc774 \ub514\uc9c0\ud138 \uc6cc\ud06c\ud50c\ub85c\ub97c \ud1b5\ud574 \uc790\uc2e0\uac10\uc744 \uc313\uc740 \ud6c4 \ub354 \ubcf5\uc7a1\ud55c \ucf00\uc774\uc2a4\ub97c \ucc98\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc138\uc694. \uae30\uc874 \uc885\uc774 \uae30\ub85d\uc758 \uacbd\uc6b0 \uc2a4\uce94\ud558\uc5ec \uc911\uc559 \uc2dc\uc2a4\ud15c\uc5d0 \uc5c5\ub85c\ub4dc\ud558\uba74 \uc6d0\ub798 \uc628\ubcf4\ub529\uc774 \ub514\uc9c0\ud138\ud654\ub418\uc9c0 \uc54a\uc558\ub354\ub77c\ub3c4 \ud5a5\ud6c4 \uc5c5\ub370\uc774\ud2b8\uac00 \ub514\uc9c0\ud138\ud654\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb38\ud654\uc801 \ubcc0\ud654\ub3c4 \uc911\uc694\ud569\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\uc640 \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \ub300\ud574 \uad50\uc721\ud558\uc138\uc694. \ub514\uc9c0\ud138 \ub2e8\uacc4\uac00 \uc218\uc791\uc5c5 \uc5c5\ubb34\ub7c9\uc744 \ub298\ub9ac\uc9c0 \uc54a\uace0 \uc904\uc774\ub294 \uc774\uc720\ub97c \uc124\uba85\ud569\ub2c8\ub2e4. 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Customer onboarding time is a key metric that measures how quickly new clients are fully onboarded and able to use your services, directly impacting business outcomes such as user adoption and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49080,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45,95],"class_list":["post-49081","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding","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 Reduce Client Onboarding Time | InvestGlass<\/title>\n<meta name=\"description\" content=\"Most onboarding delays stem from process bottlenecks, scattered data and manual work rather than product or regulatory complexity. Fixing the process\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ko\/\ud074\ub77c\uc774\uc5b8\ud2b8-\uc628\ubcf4\ub529-\uc2dc\uac04\uc744-\uc904\uc774\ub294-\ubc29\ubc95\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Reduce Client Onboarding Time\" \/>\n<meta property=\"og:description\" content=\"Most onboarding delays stem from process bottlenecks, scattered data and manual work rather than product or regulatory complexity. 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