{"id":49086,"date":"2026-02-20T09:00:00","date_gmt":"2026-02-20T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49086"},"modified":"2026-03-02T20:49:33","modified_gmt":"2026-03-02T19:49:33","slug":"%ed%99%95%ec%9e%a5-%ea%b0%80%eb%8a%a5%ed%95%9c-%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac-%eb%b9%84%ec%a6%88%eb%8b%88%ec%8a%a4%eb%a5%bc-%ea%b5%ac%ec%b6%95%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-build-a-scalable-wealth-management-business\/","title":{"rendered":"\ud655\uc7a5 \uac00\ub2a5\ud55c \uc790\uc0b0 \uad00\ub9ac \ube44\uc988\ub2c8\uc2a4\ub97c \uad6c\ucd95\ud558\ub294 \ubc29\ubc95\uc740 \ubb34\uc5c7\uc778\uac00\uc694?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\ud655\uc7a5 \uac00\ub2a5\ud55c \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \uc784\uc2dc\ubc29\ud3b8\uc801\uc778 \uc5c5\ubb34 \ub300\uc2e0 \uba85\ud655\ud55c \uace0\uac1d \uc138\ubd84\ud654, \ud45c\uc900\ud654\ub41c \uc11c\ube44\uc2a4 \ubaa8\ub378, \uccb4\uacc4\uc801\uc778 \ud504\ub85c\uc138\uc2a4\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc774\uc0c1\uc801\uc778 \uace0\uac1d \ud504\ub85c\ud544\uc744 \uc815\uc758\ud558\uace0 \ub69c\ub837\ud55c \uc11c\ube44\uc2a4 \uacc4\uce35\uc744 \uc0dd\uc131\ud568\uc73c\ub85c\uc368 \ud68c\uc0ac\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\ub2f9 \ud6e8\uc52c \ub354 \ub9ce\uc740 \uace0\uac1d\uc744 \ucc98\ub9ac\ud558\uba74\uc11c \uc77c\uad00\ub41c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub807\uac8c \uc9d1\uc911\ud558\uba74 \ubaa8\ub4e0 \uc0ac\ub78c\uc5d0\uac8c \ub3d9\uc77c\ud55c \uc811\uadfc \ubc29\uc2dd\uc73c\ub85c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub824\uace0 \ud560 \ub54c \ubc1c\uc0dd\ud558\ub294 \ud63c\ub780\uc744 \uc5c6\uc568 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 CRM\uacfc \uac19\uc740 \uae30\uc220, <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=\"5992\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, \uc790\ub3d9\ud654\ub41c KYC \ubc0f \uace0\uac1d \ud3ec\ud138\uc740 \uc774\uc81c \uaddc\ubaa8\uc758 \uc911\ucd94\uc785\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud574 \uae30\uc5c5\uc740 \uc77c\uc0c1\uc801\uc778 \uc5c5\ubb34\ub97c \uc790\ub3d9\ud654\ud558\uace0 \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\ub97c \uc904\uc774\uba70 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc758\ubbf8 \uc788\ub294 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220\uc744 \uc218\uc6a9\ud558\ub294 \ubbf8\ub798 \uc9c0\ud5a5\uc801\uc778 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ubc18\ubcf5\uc801\uc778 \uc5c5\ubb34\uc5d0\uc11c 30~50%\uc758 \uc2dc\uac04\uc744 \uc808\uc57d\ud560 \uc218 \uc788\ub2e4\uace0 \ubcf4\uace0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218, \ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c\uc740 \uc7a5\uc560\ubb3c\ub85c \ucde8\uae09\ub418\uc9c0 \uc54a\uace0 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \ud3ec\ud568\ub420 \ub54c \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\ub294 \uc694\uc18c\uc785\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub41c \uac10\uc0ac \ucd94\uc801, \uaddc\uce59 \uae30\ubc18 \ubb38\uc11c \uac80\uc99d, \ud15c\ud50c\ub9bf \uacf5\uac1c\ub294 \uaddc\uc81c \uac80\uc0ac \ubc0f \uc678\ubd80 \uac10\uc0ac\ub97c \uc704\ud55c \uc900\ube44 \uc2dc\uac04\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218\ub97c \uc6b4\uc601 \ubaa8\ub378\uc5d0 \ud1b5\ud569\ud558\ub294 \uae30\uc5c5\uc740 \ub354 \ube60\ub974\uace0 \uc790\uc2e0 \uc788\uac8c \uc6c0\uc9c1\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc18d \uac00\ub2a5\ud55c \uaddc\ubaa8\ub294 \ud3ec\uc9c0\uc154\ub2dd, \uac00\uaca9 \ucc45\uc815, \uc6b4\uc601, \ud300 \uc124\uacc4, \ud300 \ub514\uc790\uc778 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc870\uc728\ub41c \uc811\uadfc \ubc29\uc2dd\uc5d0\uc11c \ube44\ub86f\ub429\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=\"5993\">\ub9c8\ucf00\ud305<\/a> \ub2e8\uc77c \uc804\ub7b5\uc774 \uc544\ub2c8\ub77c \uae30\uc5c5\uc740 \ud655\uc7a5\uc744 \uba85\ud655\ud55c KPI, \uc815\uae30\uc801\uc778 \uac80\ud1a0, \uc218\ub144\uc5d0 \uac78\uce5c \uc810\uc9c4\uc801\uc778 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uac04\uc8fc\ud574\uc57c \ud569\ub2c8\ub2e4. \uc9c0\ub2a5\uc801\uc778 \ud655\uc7a5\uc740 \ub2e8\uacc4\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc838\uc57c \ud558\uba70, \ud53c\ub4dc\ubc31 \ub8e8\ud504 \uc5c6\uc774 \uae09\uaca9\ud55c \uc131\uc7a5\uc744 \uac15\uc694\ud558\uba74 \ud3c9\ud310\uacfc \uc218\uc775\uc774 \uc190\uc0c1\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-why-scalability-matters-now\">\uc18c\uac1c \uc18c\uac1c: \uc9c0\uae08 \ud655\uc7a5\uc131\uc774 \uc911\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac \uc5c5\uacc4\ub294 2024\ub144\uacfc 2025\ub144\uc5d0 \uc804\ub840 \uc5c6\ub294 \uc555\ubc15\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc218\ub8cc \uc555\ubc15\uc740 \uacc4\uc18d\ud574\uc11c \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd\uacfc \uc544\uc2dc\uc544\uc758 \uaddc\uc81c \uac15\ud654\ub85c \uc778\ud574 \ub354 \ub9ce\uc740 \ubb38\uc11c\uc640 \ud22c\uba85\uc131, \uace0\uac1d \ubcf4\ud638\uac00 \uc694\uad6c\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8 \uace0\uac1d\uc740 \ud558\uc774\ud130\uce58 \uc11c\ube44\uc2a4\uc640 \ud568\uaed8 \uc6d0\ud65c\ud55c \ub514\uc9c0\ud138 \uacbd\ud5d8\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcf5\ud569\uc801\uc778 \uc694\uc778\uc73c\ub85c \uc778\ud574 \ud655\uc7a5 \uac00\ub2a5\ud55c \uc790\uc0b0 \uad00\ub9ac \ube44\uc988\ub2c8\uc2a4\ub97c \uad6c\ucd95\ud558\ub294 \ubc29\ubc95\uc740 \uadf8 \uc5b4\ub290 \ub54c\ubcf4\ub2e4 \uc2dc\uae09\ud55c \uacfc\uc81c\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \ud68c\uc0ac\uac00 \uad00\ub9ac \uc790\uc0b0\uc774 2\uc5b5\uc5d0\uc11c 5\uc5b5 \uc0ac\uc774\uc758 \uc77c\ubc18\uc801\uc778 \uc131\uc7a5 \uc0c1\ud55c\uc120\uc5d0 \ub3c4\ub2ec\ud569\ub2c8\ub2e4. \ud30c\ud2b8\ub108\uac00 \uae30\uc874 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uae30\uc5d0 \ub108\ubb34 \ubc14\ube60\uc11c \uc0c8\ub85c\uc6b4 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uc9c0 \ubabb\ud558\uae30 \ub54c\ubb38\uc5d0 \ucd94\ucc9c\uc774 \ub290\ub824\uc9d1\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ub108\ubb34 \ub9ce\uc740 \uacc4\uc815\uc744 \uad00\ub9ac\ud558\uba74\uc11c \uc11c\ube44\uc2a4 \ud488\uc9c8\uc774 \uc800\ud558\ub429\ub2c8\ub2e4. \ud30c\ud2b8\ub108\uac00 \ubaa8\ub4e0 \uc758\uc0ac \uacb0\uc815\uc758 \uac78\ub9bc\ub3cc\uc774 \ub429\ub2c8\ub2e4. \uc774 \ub54c\ubb38\uc5d0 \ub9ce\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ub354 \uc5f4\uc2ec\ud788 \uc77c\ud558\uc9c0\ub9cc \ub354 \ube68\ub9ac \uc131\uc7a5\ud558\uc9c0 \ubabb\ud558\ub294 \uc0c1\ud669\uc5d0 \ucc98\ud558\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\uc7a5\uacfc \uaddc\ubaa8\uc758 \ucc28\uc774\ub97c \uc774\ud574\ud558\ub294 \uac83\uc740 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc131\uc7a5\uc740 \ub354 \ub9ce\uc740 \uace0\uac1d\uacfc \uc790\uc0b0\uc744 \ucd94\uac00\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \ud655\uc7a5\uc774\ub780 \ub9e4\ucd9c\uacfc \uc790\uc0b0\uc774 \uc9c1\uc6d0 \uc218\uc640 \uc6b4\uc601 \ube44\uc6a9\ubcf4\ub2e4 \ube60\ub974\uac8c \uc99d\uac00\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. AUM\uc774 \ub450 \ubc30\ub85c \ub298\uc5b4\ub098\ub294 \ub3d9\uc2dc\uc5d0 \ud300\ub3c4 \ub450 \ubc30\ub85c \ub298\uc5b4\ub098\ub294 \ud68c\uc0ac\ub294 \uc131\uc7a5\ud588\uc9c0\ub9cc \ud655\uc7a5\uc131\uc774 \uc5c6\ub294 \uac83\uc785\ub2c8\ub2e4. \uc9c4\uc815\ud55c \ud655\uc7a5\uc131\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\ub2f9 \uc218\uc775 \uc99d\uac00, \uace0\uac1d\ub2f9 \ube44\uc6a9 \uac10\uc18c, \ubcf5\uc7a1\uc131\uc758 \ube44\ub840\uc801 \uc99d\uac00 \uc5c6\uc774 \uc608\uce21 \uac00\ub2a5\ud55c \uc131\uc7a5 \ub4f1 \uce21\uc815 \uac00\ub2a5\ud55c \uacb0\uacfc\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uac00 \ub370\uc774\ud130\uc5d0 \ub300\ud55c \ud1b5\uc81c\ub825\uc774\ub098 \uace0\uac1d \uce5c\ubc00\ub3c4\ub97c \ud76c\uc0dd\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc6b4\uc601\uc744 \uac04\uc18c\ud654\ud558\uace0, \uaddc\uc815 \uc900\uc218\ub97c \uad00\ub9ac\ud558\uba70, \ud0c1\uc6d4\ud55c \uace0\uac1d \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4. \uc774 \uae00\uc5d0\uc11c\ub294 InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc774 \uc131\uacf5\uc801\uc778 \ud655\uc7a5\uc744 \uc704\ud574 \ud544\uc694\ud55c \uc804\ub7b5\uacfc \ud504\ub85c\uc138\uc2a4\ub97c \uc5b4\ub5bb\uac8c \uc9c0\uc6d0\ud558\ub294\uc9c0 \uc0b4\ud3b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 \uc804\ub7b5, \uc6b4\uc601 \ubaa8\ub378, \uae30\uc220 \uc2a4\ud0dd, \ud300 \uad6c\uc870, \ub9c8\ucf00\ud305 \ubc0f \uce21\uc815\uc5d0 \uad00\ud55c \uc2e4\uc6a9\uc801\uc778 \ub85c\ub4dc\ub9f5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud300\uc744 \uc9c0\uce58\uac8c \ud558\uac70\ub098 \ud575\uc2ec \uac00\uce58\ub97c \ud6fc\uc190\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \ub2ec\uc131\ud558\uace0\uc790 \ud558\ub294 \uaddc\uc81c \ub300\uc0c1 \uc790\uc0b0 \ud68c\uc0ac\uc758 \uc624\ub108\uc640 \ub9ac\ub354\ub97c \uc704\ud574 \uc791\uc131\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-define-a-scalable-strategy-and-client-target\">\ud655\uc7a5 \uac00\ub2a5\ud55c \uc804\ub7b5 \ubc0f \uace0\uac1d \ud0c0\uac9f \uc815\uc758<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud655\uc7a5\uc740 \uc9d1\uc911\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4. \ubd80\uc720\uce35\ubd80\ud130 \ucd08\uace0\uc561 \uc790\uc0b0\uac00\uae4c\uc9c0 \ubaa8\ub4e0 \uc0ac\ub78c\uc5d0\uac8c \ub3d9\uc77c\ud55c \ubaa8\ub378\ub85c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\uc5c5\uc740 \ud6a8\uc728\uc801\uc73c\ub85c \ud655\uc7a5\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uc0ac\ub78c\uc5d0\uac8c \ubaa8\ub4e0 \uac83\uc744 \uc81c\uacf5\ud558\ub824\uace0 \ud558\uba74 \ub9ac\uc18c\uc2a4\uac00 \ubd84\uc0b0\ub418\uace0 \uba54\uc2dc\uc9c0\uac00 \ud76c\uc11d\ub418\uba70 \ubc18\ubcf5 \uac00\ub2a5\ud55c \ud504\ub85c\uc138\uc2a4\ub97c \ub9cc\ub4dc\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uac8c \ub429\ub2c8\ub2e4. \uac00\uc7a5 \uc131\uacf5\uc801\uc778 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 \ub204\uad6c\uc5d0\uac8c \uc65c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294\uc9c0 \uc815\ud655\ud788 \uc54c\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-your-ideal-client-profile\">\uc774\uc0c1\uc801\uc778 \uace0\uac1d \ud504\ub85c\ud544 \uc815\uc758\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uccb4\uc801\uc778 \uae30\uc900\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc774\uc0c1\uc801\uc778 \uace0\uac1d\uc744 \uc815\uc758\ud558\ub294 \uac83\ubd80\ud130 \uc2dc\uc791\ud558\uc138\uc694:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uae30\uc900<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ub9e4\uac1c\ubcc0\uc218 \uc608\uc2dc<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc21c\uc790\uc0b0 \ubc34\ub4dc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>$1\ubc31\ub9cc~$5\ubc31\ub9cc \ud22c\uc790 \uac00\ub2a5 \uc790\uc0b0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc9c0\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4 \uac70\uc8fc\uc790 \ub610\ub294 EU \uad6d\uc678 \uac70\uc8fc\uc790<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub77c\uc774\ud504 \uc2a4\ud14c\uc774\uc9c0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud1f4\uc9c1\uc744 \uc55e\ub454 \uc784\uc6d0 \ub610\ub294 \ud1f4\uc0ac\uac00 \uc784\ubc15\ud55c \uc0ac\uc5c5\uc8fc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc9c1\uc5c5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uae30\uc220 \uc784\uc6d0, \uc758\ub8cc \uc804\ubb38\uac00, \uae30\uc5c5\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc694\uad6c \uc0ac\ud56d\uc758 \ubcf5\uc7a1\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub2e4\uc911 \ud1b5\ud654 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ud574\uc678 \uc138\uae08 \uacc4\ud68d<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc0c1\uc801\uc778 \uace0\uac1d \ud504\ub85c\ud544\uc740 \ud55c \ubb38\uc7a5\uc73c\ub85c \uc124\uba85\ud560 \uc218 \uc788\uc744 \uc815\ub3c4\ub85c \uad6c\uccb4\uc801\uc774\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \u201c\uc6b0\ub9ac\ub294 5\ub144 \uc774\ub0b4\uc5d0 \ud68c\uc0ac\ub97c \ub9e4\uac01\ud560 \uacc4\ud68d\uc774 \uc788\ub294 \uc720\ub3d9 \uc790\uc0b0\uc774 1~4\uc5b5 2\ubc31\ub9cc~1\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc778 \uc2a4\uc704\uc2a4 \uae30\ubc18 \uae30\uc5c5\uac00\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-clear-client-segments\">\uba85\ud655\ud55c \uace0\uac1d \uc138\uadf8\uba3c\ud2b8 \uad6c\ucd95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01\uac01 \uace0\uc720\ud55c \uac00\uce58 \uc81c\uc548\uc744 \uac00\uc9c4 \uba85\ud655\ud55c \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ub97c 3\uac1c \uc774\uc0c1 \ub9cc\ub4e4\uc9c0 \ub9c8\uc138\uc694:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e0\ud765 \ubd80\uc720\uce35<\/strong> ($500K ~ $2M): \uc815\uae30\uc801\uc778 \uc5b4\ub4dc\ubc14\uc774\uc800 \uccb4\ud06c\uc778, \uc790\ub3d9\ud654\ub41c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uad50\uc721 \ucf58\ud150\uce20\ub97c \ud1b5\ud574 \ub514\uc9c0\ud138\uc744 \ucc98\uc74c \uacbd\ud5d8\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uace0\uac1d\uc740 \uc811\uadfc\uc131\uacfc \ud22c\uba85\ud55c \uac00\uaca9\uc744 \uc911\uc694\ud558\uac8c \uc0dd\uac01\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud575\uc2ec \uace0\uc561 \uc21c\uc790\uc0b0\uac00<\/strong> ($2M ~ $10M): \uc815\uae30\uc801\uc778 \uac1c\uc778 \uad50\ub958, \uc885\ud569\uc801\uc778 \uc7ac\ubb34 \uacc4\ud68d, \ub9de\ucda4\ud615 \ud22c\uc790 \uad00\ub9ac. \uc11c\ube44\uc2a4\uc5d0\ub294 \ubd84\uae30\ubcc4 \uac80\ud1a0, \uc138\uae08 \ucd5c\uc801\ud654 \uc804\ub7b5, \ubd80\ub3d9\uc0b0 \uacc4\ud68d \uc9c0\uc6d0\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ucd08\uace0\uc561 \uc21c\uc790\uc0b0<\/strong> ($10M+): \uc804\ub2f4 \uad00\uacc4 \ud300, \ub9de\ucda4\ud615 \ud22c\uc790 \uc194\ub8e8\uc158, \ub2e4\uc138\ub300 \uc790\uc0b0 \uc774\uc804 \uacc4\ud68d\uc744 \ud1b5\ud55c \ud654\uc774\ud2b8 \uae00\ub7ec\ube0c \uc11c\ube44\uc2a4. \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774 \ube48\ubc88\ud558\uace0 \uace0\ub3c4\ub85c \ub9de\ucda4\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uc138\uadf8\uba3c\ud2b8\ub294 \ub3d9\uc77c\ud55c \uae30\ubcf8 \ud504\ub85c\uc138\uc2a4 \ud504\ub808\uc784\uc6cc\ud06c\uc5d0\uc11c \uc2e4\ud589\ub418\uba74\uc11c\ub3c4 \uc11c\ube44\uc2a4 \uc218\uc900, \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ube48\ub3c4, \ub514\uc9c0\ud138 \uc561\uc138\uc2a4 \ubc29\uc2dd\uc774 \ub2ec\ub77c\uc57c \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ud68c\uc0ac\ub294 \uac01 \uad00\uacc4\uc5d0 \ub300\ud55c \uc6cc\ud06c\ud50c\ub85c\ub97c \ub2e4\uc2dc \ub9cc\ub4e4\uc9c0 \uc54a\uace0\ub3c4 \ub354 \ub9ce\uc740 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-choosing-market-positioning\">\uc2dc\uc7a5 \ud3ec\uc9c0\uc154\ub2dd \uc120\ud0dd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\ub7b5\uc801 \uacc4\ud68d\uc744 \uc138\uc6b0\ub824\uba74 \ud655\uc7a5 \uac00\ub2a5\ud55c \ub9c8\ucf00\ud305\uc744 \uc9c0\uc6d0\ud558\ub294 \uc2dc\uc7a5 \ud3ec\uc9c0\uc154\ub2dd\uc744 \uc120\ud0dd\ud574\uc57c \ud569\ub2c8\ub2e4. \uc804\ubb38\uac00\ub85c \ud3ec\uc9c0\uc154\ub2dd\ud558\ub294 \uae30\uc5c5\uc740 \ub124\ud2b8\uc6cc\ud06c\uc5d0\uc11c \uc88b\uc740 \ub9e4\uce6d\uc744 \uc27d\uac8c \ucc3e\uc544\ub0bc \uc218 \uc788\uae30 \ub54c\ubb38\uc5d0 \uc790\uc5f0\uc2a4\ub7fd\uac8c \ucd94\ucc9c\uc744 \uc720\ub3c4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc74c\uacfc \uac19\uc740 \ud3ec\uc9c0\uc154\ub2dd\uc744 \uace0\ub824\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2a4\uc704\uc2a4\ub85c \uc774\uc8fc\ud558\ub294 EU \uad6d\uc678 \uac70\uc8fc\uc790\ub97c \uc704\ud55c \ud06c\ub85c\uc2a4\ubcf4\ub354 \ud50c\ub798\ub108<\/li>\n\n\n\n<li>\ubcf5\uc7a1\ud55c \uc8fc\uc2dd \ubcf4\uc0c1\uc744 \ubc1b\ub294 \uae30\uc220 \uacbd\uc601\uc9c4\uc744 \uc704\ud55c \uc790\uc0b0 \uc790\ubb38\uac00<\/li>\n\n\n\n<li>\ub2e4\uc138\ub300 \ube44\uc988\ub2c8\uc2a4 \uac00\uc871\uc744 \uc704\ud55c \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4 \uc11c\ube44\uc2a4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc758 \ud55c \uc911\uacac \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub294 2021\ub144\uc5d0 \uc758\ub8cc \uc804\ubb38\uac00\ub85c\ub9cc \ucd08\uc810\uc744 \uc881\ud614\uc2b5\ub2c8\ub2e4. \uc758\uc0ac\ub4e4\uc774 \uc790\uc5f0\uc2a4\ub7fd\uac8c \ub3d9\ub8cc\ub4e4\uc5d0\uac8c \uc774 \ud68c\uc0ac\ub97c \ucd94\ucc9c\ud558\uba74\uc11c 2\ub144 \ub9cc\uc5d0 \uae30\uc874 \uace0\uac1d\uc758 \ucd94\ucc9c\uc774 \ub450 \ubc30\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\uc758 \ub9c8\ucf00\ud305\uc740 \ub354\uc6b1 \ud6a8\uc728\uc801\uc774 \ub418\uc5c8\uace0, \uace0\uac1d \ud655\ubcf4 \ube44\uc6a9\uc740 40% \uac10\uc18c\ud588\uc73c\uba70, \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud2c8\uc0c8 \uc2dc\uc7a5\uc758 \ud2b9\uc815 \uc7ac\ubb34 \ubaa9\ud45c\uc640 \uacfc\uc81c\uc5d0 \ub300\ud55c \uae4a\uc740 \uc804\ubb38\uc131\uc744 \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-design-standardised-service-models-and-processes\">\ud45c\uc900\ud654\ub41c \uc11c\ube44\uc2a4 \ubaa8\ub378 \ubc0f \ud504\ub85c\uc138\uc2a4 \uc124\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud655\uc7a5 \uac00\ub2a5\ud55c \uae30\uc5c5\uc740 \uc2dc\ub2c8\uc5b4 \ud30c\ud2b8\ub108\uc758 \uae30\uc5b5\uc774 \uc544\ub2c8\ub77c \ud45c\uc900 \uc6b4\uc601 \uc808\ucc28\uc5d0 \ub530\ub77c \uc6b4\uc601\ub429\ub2c8\ub2e4. \ubaa8\ub4e0 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9\uc774 \ubb38\uc11c\ud654\ub41c \ud504\ub85c\uc138\uc2a4\uac00 \uc544\ub2cc \uac1c\uc778\uc758 \uc804\ubb38 \uc9c0\uc2dd\uc5d0 \uc758\uc874\ud55c\ub2e4\uba74 \ud68c\uc0ac\ub294 \uac00\uc7a5 \uacbd\ud5d8\uc774 \ub9ce\uc740 \uc9c1\uc6d0\uc758 \uc5ed\ub7c9 \uc774\uc0c1\uc73c\ub85c \uc131\uc7a5\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \ud0c1\uc6d4\ud55c \uc6b4\uc601\uc744 \uc704\ud574\uc11c\ub294 \uc2e0\uc911\ud55c \uacc4\ud68d\uacfc \uccb4\uacc4\uc801\uc778 \ubb38\uc11c\ud654\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-creating-service-tiers\">\uc11c\ube44\uc2a4 \uacc4\uce35 \ub9cc\ub4e4\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\ub300\uce58\ub97c \uba85\ud655\ud558\uac8c \uc815\uc758\ud558\uc5ec \uac01 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub9de\ub294 \uc11c\ube44\uc2a4 \uacc4\uce35\uc744 \uc124\uacc4\ud558\uc138\uc694:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc11c\ube44\uc2a4 \uc694\uc18c<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ube0c\ub860\uc988<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc2e4\ubc84<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uace8\ub4dc<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud68c\uc758 \ube48\ub3c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5f0\uac04 \uac80\ud1a0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubd84\uae30\ubcc4 \ub9ac\ubdf0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6d4\uac04 \uccb4\ud06c\uc778<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uace0 \ud615\uc2dd<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \ubd84\uae30\ubcc4 \uba85\uc138\uc11c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc0ac\uc6a9\uc790 \uc9c0\uc815 \ubd84\uae30\ubcc4 \ubcf4\uace0\uc11c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2e4\uc2dc\uac04 \ud3ec\ud138 \uc561\uc138\uc2a4 \ubc0f \uc11c\uba74 \ud574\uc124<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc751\ub2f5 \uc2dc\uac04<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>48\uc2dc\uac04 \uc774\ub0b4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>24\uc2dc\uac04 \uc774\ub0b4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc601\uc5c5\uc77c \uae30\uc900 \ub3d9\uc77c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uacc4\ud68d\uc758 \uae4a\uc774<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud22c\uc790 \uad00\ub9ac \uc804\uc6a9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud22c\uc790 \ud50c\ub7ec\uc2a4 \uae30\ubcf8 \uacc4\ud68d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc885\ud569\uc801\uc778 \uc790\uc0b0 \uacc4\ud68d<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uacc4\uce35\uc740 \uace0\uac1d\uacfc \uc9c1\uc6d0 \ubaa8\ub450\uc5d0\uac8c \uba85\ud655\ud55c \uae30\ub300\uce58\ub97c \uc124\uc815\ud558\uc5ec \uc608\uce21 \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uac01 \uace0\uac1d \uad00\uacc4\uc5d0 \ud544\uc694\ud55c \uac83\uc774 \ubb34\uc5c7\uc778\uc9c0 \uc815\ud655\ud788 \uc54c\uace0 \uc788\uc73c\uba70, \uace0\uac1d\uc740 \uc790\uc2e0\uc774 \ubc1b\ub294 \uac00\uce58\ub97c \uc774\ud574\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mapping-end-to-end-processes\">\uc5d4\ub4dc \ud22c \uc5d4\ub4dc \ud504\ub85c\uc138\uc2a4 \ub9e4\ud551<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \ud504\ub85c\uc138\uc2a4\ub97c \ub2e8\uacc4\ubcc4\ub85c \ubb38\uc11c\ud654\ud558\uc5ec \ud6a8\uc728\uc131\uc744 \ub192\uc774\uace0 \uc790\ub3d9\ud654\ub97c \ud65c\uc131\ud654\ud558\uc138\uc694:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9ac\ub4dc \uc790\uaca9<\/strong>: \ucd08\uae30 \ubb38\uc758 \uc811\uc218, \uae30\ubcf8 \uc815\ubcf4 \uc218\uc9d1, \uc138\uadf8\uba3c\ud2b8 \uacb0\uc815, \uc790\uaca9\uc744 \uac16\ucd98 \ub9ac\ub4dc\ub97c \uc801\uc808\ud55c \uc0c1\ub2f4\uc6d0\uc5d0\uac8c \ubc30\uc815\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1<\/strong>: \ub514\uc9c0\ud138 \ubc29\uc2dd\uc73c\ub85c \uc81c\uacf5\ub418\ub294 \uc124\ubb38\uc9c0, \uc790\ub3d9\uc73c\ub85c \ucc44\uc810\ub418\ub294 \uc751\ub2f5, \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uac80\ud1a0\ud55c \ud504\ub85c\ud544, CRM\uc5d0 \uc800\uc7a5\ub41c \ubb38\uc11c.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc628\ubcf4\ub529<\/strong>: \ub514\uc9c0\ud138 \uc591\uc2dd \uc791\uc131, KYC \ubb38\uc11c \uc218\uc9d1 \ubc0f \ud655\uc778, \uacc4\uc88c \uac1c\uc124 \uc2dc\uc791, \uc6f0\ucef4 \uc2dc\ud000\uc2a4 \ud2b8\ub9ac\uac70.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc815\uae30 \uac80\ud1a0<\/strong>: \uc138\uadf8\uba3c\ud2b8 \uacc4\uce35, \uc900\ube44 \uc790\ub8cc \uc0dd\uc131, \ud68c\uc758 \uc9c4\ud589, \uc791\uc5c5 \ud56d\ubaa9 \uae30\ub85d \ubc0f \ud560\ub2f9\uc5d0 \ub530\ub77c \uc790\ub3d9\uc73c\ub85c \uac80\ud1a0 \uc77c\uc815\uc774 \uc7a1\ud799\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9ac\ubc38\ub7f0\uc2f1<\/strong>: \uc784\uacc4\uac12\uc5d0 \ub530\ub77c \ub4dc\ub9ac\ud504\ud2b8 \uc54c\ub9bc \ud2b8\ub9ac\uac70, \ucd94\ucc9c \uc900\ube44, \uace0\uac1d \uc2b9\uc778 \ucea1\ucc98, \uac70\ub798 \uc2e4\ud589, \ud655\uc778 \uc804\ub2ec.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc624\ud504\ubcf4\ub529<\/strong>: \uc885\ub8cc \uc778\ud130\ubdf0 \uc2e4\uc2dc, \ucd5c\uc885 \uc9c4\uc220\uc11c \uc791\uc131, \uc790\uc0b0 \uc774\uc804, \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uad00\uacc4 \uc885\ub8cc, \ud53c\ub4dc\ubc31 \uc218\uc9d1.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-embedding-compliance-into-workflows\">\uc6cc\ud06c\ud50c\ub85c\uc5d0 \uaddc\uc815 \uc900\uc218 \ud3ec\ud568<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218\ub294 \uc0ac\ud6c4\uc5d0 \ucd94\uac00\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ud504\ub85c\uc138\uc2a4\uc5d0 \uae30\ubcf8\uc73c\ub85c \ud3ec\ud568\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud22c\uc790 \ucd94\ucc9c \uc804\uc5d0 \uc790\ub3d9\uc73c\ub85c \ud2b8\ub9ac\uac70\ub418\ub294 \ud544\uc218 \uc801\ud569\uc131 \uac80\uc0ac<\/li>\n\n\n\n<li>\uc6cc\ud06c\ud50c\ub85c \uc54c\ub9bc\uc5d0 \ub0b4\uc7a5\ub41c KYC \uac31\uc2e0 \ub0a0\uc9dc<\/li>\n\n\n\n<li>\ubb38\uc81c\uac00 \ubc1c\uc0dd\ud558\uae30 \uc804\uc5d0 \ubb38\uc11c \ub9cc\ub8cc \uc54c\ub9bc\uc774 \ud45c\uc2dc\ub428<\/li>\n\n\n\n<li>CRM\uc5d0\uc11c \uc790\ub3d9\uc73c\ub85c \ucea1\ucc98\ub418\ub294 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub85c\uae45<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ucca0\uc800\ud558\uac8c \ubb38\uc11c\ud654\ud558\uba74 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc640 \uc774\uba54\uc77c \uccb4\uc778\uc5d0 \ubcf4\uad00\ud558\ub294 \ub300\uc2e0 InvestGlass\uc640 \uac19\uc740 \ub3c4\uad6c\uc5d0\uc11c \uc790\ub3d9\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uac83\uc774 \ubc14\ub85c \uae30\uc5c5\uc774 \uac1c\uc778\uc758 \uae30\uc5b5 \ub300\uc2e0 \uc2dc\uc2a4\ud15c\uc5d0 \uc758\uc874\ud558\ub294 \ubc29\uc2dd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-client-journey-workflow\">\uace0\uac1d \uc5ec\uc815 \uc6cc\ud06c\ud50c\ub85c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud655\uc7a5 \uac00\ub2a5\ud55c \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \ud1b5\ud574 \uc7a0\uc7ac \uace0\uac1d\uc774 \uc774\ub3d9\ud558\ub294 \ubc29\ubc95\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a0\uc7ac \uace0\uac1d\uc774 \uc6f9\uc0ac\uc774\ud2b8\uc5d0\uc11c \uad00\uc2ec\uc744 \ud45c\uba85\ud558\ub294 \ub514\uc9c0\ud138 \uc591\uc2dd\uc744 \uc791\uc131\ud569\ub2c8\ub2e4. \uc774 \uc591\uc2dd\uc744 \uc791\uc131\ud558\uba74 InvestGlass\uc5d0 \uc790\ub3d9\uc73c\ub85c \ub9ac\ub4dc \ub808\ucf54\ub4dc\uac00 \uc0dd\uc131\ub418\uace0 \ud658\uc601 \uc774\uba54\uc77c\uc774 \ubc1c\uc1a1\ub429\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc81c\ucd9c\ub41c \ub0b4\uc6a9\uc744 \uac80\ud1a0\ud558\uace0 \ucd08\uae30 \uc0c1\ub2f4 \uc77c\uc815\uc744 \uc7a1\uc2b5\ub2c8\ub2e4. \ubbf8\ud305\uc774 \uc9c4\ud589\ub418\ub294 \ub3d9\uc548 \uc7a0\uc7ac \uace0\uac1d\uc758 \uc815\ubcf4\ub294 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ubc14\ub85c \ucea1\ucc98\ub429\ub2c8\ub2e4. \uae0d\uc815\uc801\uc778 \ub300\ud654\uac00 \uc774\uc5b4\uc9c0\uba74 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uc2dc\uc791\ub429\ub2c8\ub2e4. \uace0\uac1d\uc740 KYC \ubb38\uc11c, \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1 \uc124\ubb38\uc9c0, \ud22c\uc790 \uc815\ucc45 \ub3d9\uc758\uc11c\ub97c \uc791\uc131\ud560 \uc218 \uc788\ub294 \ubcf4\uc548 \ub9c1\ud06c\ub97c \ubc1b\uac8c \ub429\ub2c8\ub2e4. \ubaa8\ub4e0 \uc11c\ub958\uac00 \uc790\ub3d9\uc73c\ub85c \uac80\uc99d\ub418\uba74 \uacc4\uc88c \uac1c\uc124\uc774 \uc9c4\ud589\ub429\ub2c8\ub2e4. \uba70\uce60 \ub0b4\uc5d0 \uace0\uac1d\uc740 \ud3ec\ud138\uc5d0 \uc561\uc138\uc2a4\ud558\uace0 \uccab \ubc88\uc9f8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc81c\uc548\uc11c\ub97c \ubc1b\uac8c \ub429\ub2c8\ub2e4. \uc774 \ubaa8\ub4e0 \uacfc\uc815\uc740 \ucd94\uc801, \ubb38\uc11c\ud654\ub418\uc5b4 \ubc18\ubcf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-technology-and-data-as-the-scaling-engine\">\uae30\uc220 \ubc0f \ub370\uc774\ud130\ub97c \ud655\uc7a5 \uc5d4\uc9c4\uc73c\ub85c \ud65c\uc6a9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc220\uc740 \ud300\uc774 \uac1c\uc778\ud654\ub97c \uc783\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \uc0c1\ub2f4\uc0ac 1\uc778\ub2f9 \ub354 \ub9ce\uc740 \uace0\uac1d\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \uc8fc\uc694 \uc218\ub2e8\uc785\ub2c8\ub2e4. \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\ub294 \uc2dc\uac04\uc774 \uc624\ub798 \uac78\ub9ac\uace0 \uc624\ub958\uac00 \ubc1c\uc0dd\ud558\uba70 \uc6a9\ub7c9\uc774 \uc81c\ud55c\ub429\ub2c8\ub2e4. \uae30\uc220\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \ud65c\uc6a9\ud558\ub294 \uac83\uc740 \ub9ce\uc740 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \ud655\uc7a5\uc744 \ub9c9\ub294 \uc131\uc7a5\uc758 \ud55c\uacc4\ub97c \ub3cc\ud30c\ud558\ub294 \ubc29\ubc95\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-modern-wealth-management-tech-stack\">\ucd5c\uc2e0 \uc790\uc0b0 \uad00\ub9ac \uae30\uc220 \uc2a4\ud0dd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud655\uc7a5 \uac00\ub2a5\ud55c \uc790\uc0b0 \uad00\ub9ac\ub97c \uc704\ud55c \uc644\ubcbd\ud55c \uae30\uc220 \uc2a4\ud0dd\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CRM \ud50c\ub7ab\ud3fc<\/strong>: \ubaa8\ub4e0 \uace0\uac1d \ub370\uc774\ud130, \uc0c1\ud638 \uc791\uc6a9 \ubc0f \uad00\uacc4 \uad00\ub9ac\ub97c \uc704\ud55c \uc911\uc559 \ud5c8\ube0c<\/li>\n\n\n\n<li><strong>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/strong>: \ud1b5\ud569 \uc591\uc2dd \uc218\uc9d1\uc744 \ud1b5\ud55c \uc885\uc774 \uc5c6\ub294 \uacc4\uc88c \uac1c\uc124<\/li>\n\n\n\n<li><strong>\uc804\uc790 \uc11c\uba85<\/strong>: \ubc95\uc801 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uc6d0\uaca9 \ubb38\uc11c \uc11c\uba85<\/li>\n\n\n\n<li><strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/strong>: \ud22c\uc790 \ucd94\uc801, \uc131\uacfc \ubcf4\uace0 \ubc0f \ub9ac\ubc38\ub7f0\uc2f1 \ub3c4\uad6c<\/li>\n\n\n\n<li><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/strong>: \uace0\uac1d\uc774 \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ubb38\uc11c, \uba54\uc2dc\uc9c0\ub97c \ubcfc \uc218 \uc788\ub3c4\ub85d \ubcf4\uc548 \uc561\uc138\uc2a4 \uc81c\uacf5<\/li>\n\n\n\n<li><strong>\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654<\/strong>: \uc138\ubd84\ud654\ub41c \ucea0\ud398\uc778, \ub9ac\ub4dc \uc721\uc131 \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc6cc\ud06c\ud50c\ub85c\uc6b0<\/li>\n\n\n\n<li><strong>\uaddc\uc815 \uc900\uc218 \ub3c4\uad6c<\/strong>: \uac10\uc0ac \ucd94\uc801, \ubb38\uc11c \uc720\ud6a8\uc131 \uac80\uc0ac \ubc0f \uaddc\uc815 \ubcf4\uace0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uae30\uc5c5\uc774 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\ub97c \uc0dd\uc131\ud558\ub294 \ud30c\ud3b8\ud654\ub41c \uc2dc\uc2a4\ud15c\uacfc \uc218\ub3d9 \uc870\uc815 \uc791\uc5c5\uc73c\ub85c \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc740 \uc774\ub7ec\ud55c \uae30\ub2a5\uc744 \ud1b5\ud569\ud558\uc5ec \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \ubcf5\uc7a1\uc131\uacfc \ucd1d \uae30\uc220 \ube44\uc6a9\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-as-competitive-advantage\">\uacbd\uc7c1 \uc6b0\uc704\ub85c\uc11c\uc758 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \uace0\uac1d\uc744 \uc0c1\ub300\ud558\ub294 \uc740\ud589, \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc758 \uacbd\uc6b0 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c\uc740 \uc758\ubbf8 \uc788\ub294 \uacbd\uc7c1 \uc6b0\uc704\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uba74 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc5d0\uac8c \ub9e4\uc6b0 \uc911\uc694\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638, \uaddc\uc815 \uc900\uc218 \ubc0f \ub370\uc774\ud130 \ubcf4\ud638\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \ud574\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \uc635\uc158\uc744 \uc81c\uacf5\ud558\uc5ec \uace0\uac1d \ub370\uc774\ud130\uac00 \uc2a4\uc704\uc2a4 \ubc95\ub960\uc5d0 \ub530\ub77c \uc720\uc9c0\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc774\ub294 \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \uac00\uc7a5 \uc18c\uc911\ud55c \uc790\uc0b0\uc774 \ubcf4\ud638\ub418\uae30\ub97c \uae30\ub300\ud558\ub294 \uacbd\uc7c1 \uc2dc\uc7a5\uc5d0\uc11c \uadc0\uc0ac\ub97c \ucc28\ubcc4\ud654\ud558\ub294 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \ubc0f \uc8fc\uad8c \uc694\uac74\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-automation\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \uc790\ub3d9\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">KYC \ubc0f AML \ud655\uc778\uc774 \ud1b5\ud569\ub41c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc740 \uace0\uac1d \ud655\ubcf4 \ud504\ub85c\uc138\uc2a4\ub97c \ud601\uc2e0\ud569\ub2c8\ub2e4. \uae30\uc874\uc5d0\ub294 \uc11c\ub958 \uc791\uc5c5, \ud0dd\ubc30 \uc11c\ube44\uc2a4, \uc218\uc791\uc5c5 \ud655\uc778\uc5d0 \uba70\uce60\uc774 \uac78\ub838\ub358 \uac83\uc744 \uc774\uc81c \uba87 \uc2dc\uac04 \ub9cc\uc5d0 \ucc98\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d\uc774 \ud3b8\ub9ac\ud55c \ubaa8\ub4e0 \uae30\uae30\uc5d0\uc11c \uc591\uc2dd\uc744 \uc791\uc131\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubb38\uc11c \uc5c5\ub85c\ub4dc\ub294 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub530\ub77c \uc790\ub3d9\uc73c\ub85c \uc720\ud6a8\uc131\uc774 \uac80\uc0ac\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud0c0\uc0ac \uc81c\uacf5\uc5c5\uccb4\uc640 \ud1b5\ud569\ub41c \uc2e0\uc6d0 \ud655\uc778<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1 \uc124\ubb38\uc9c0\uac00 \uc790\ub3d9\uc73c\ub85c \ucc44\uc810\ub418\uace0 \uc800\uc7a5\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc801\ud569\uc131 \ubb38\uc11c\uac00 \uc0dd\uc131\ub418\uace0 \uaddc\uc815 \uc900\uc218\ub97c \uc704\ud574 \ubcf4\uad00\ub429\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uc804\ubb38\uac00\uac00 \ub354 \uac00\uce58 \uc788\ub294 \uc791\uc5c5\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uace0 \uc911\uc694\ud55c \uccab\uc778\uc0c1\uc744 \uacb0\uc815\ud558\ub294 \uace0\uac1d \uacbd\ud5d8\uc744 \ud68d\uae30\uc801\uc73c\ub85c \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-enhanced-advisory-workflows\">AI\ub85c \uac1c\uc120\ub41c \uc790\ubb38 \uc6cc\ud06c\ud50c\ub85c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ec%9e%90%eb%8f%99%ed%99%94-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\uc778\uacf5 \uc9c0\ub2a5\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5991\">\uc778\uacf5 \uc9c0\ub2a5<\/a> \ub97c \uc0ac\uc6a9\ud558\uba74 \uc0ac\ub78c\uc758 \ud310\ub2e8\uc744 \ub300\uccb4\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc0dd\uc0b0\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\uc6a9\uc801\uc778 AI \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc77c\ubc18\uc801\uc778 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc704\ud55c \uc774\uba54\uc77c \ucd08\uc548 \uc791\uc131 \uc9c0\uc6d0<\/li>\n\n\n\n<li>\uace0\uac1d \ud589\ub3d9\uacfc \ub2c8\uc988\uc5d0 \uae30\ubc18\ud55c \ucc28\uc120\ucc45 \uc81c\uc548<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \ubb38\uc11c\uc758 \uc790\ub3d9 \ubd84\ub958 \ubc0f \ub77c\uc6b0\ud305<\/li>\n\n\n\n<li>CRM \ub370\uc774\ud130\uc5d0\uc11c \ucd94\ucd9c\ud55c \ud68c\uc758 \uc900\ube44 \uc694\uc57d<\/li>\n\n\n\n<li>\uace0\uac1d \uc0c1\ud638\uc791\uc6a9\uc5d0 \ub300\ud55c \uac10\uc815 \ubd84\uc11d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\ub78c\uc758 \uac10\ub3c5\uc740 \uc5ec\uc804\ud788 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. AI\uac00 \uc77c\uc0c1\uc801\uc778 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud558\uace0 \uc2e4\ud589 \uac00\ub2a5\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \ub3c4\ucd9c\ud558\ub294 \ub3d9\uc548 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ucd5c\uc885 \uacb0\uc815\uc744 \ub0b4\ub9ac\uace0 \ud6cc\ub96d\ud55c \uace0\uac1d \uad00\uacc4\ub97c \uc815\uc758\ud558\ub294 \uc778\uac04\uc801\uc778 \uc811\ucd09\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-example-workflow-in-practice\">\uc2e4\uc81c \uc6cc\ud06c\ud50c\ub85c \uc608\uc2dc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc220\uc774 \ud655\uc7a5\uc131\uc744 \uc5b4\ub5bb\uac8c \uc9c0\uc6d0\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uad6c\uccb4\uc801\uc778 \uc608\ub97c \uc0b4\ud3b4\ubcf4\uc138\uc694:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c8\ub85c\uc6b4 \uc7a0\uc7ac \uace0\uac1d\uc774 \uc740\ud1f4 \uacc4\ud68d \uc11c\ube44\uc2a4\uc5d0 \uad00\uc2ec\uc744 \ud45c\uba85\ud558\ub294 \uc6f9 \uc591\uc2dd\uc744 \uc791\uc131\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\uac00 \uc790\ub3d9\uc73c\ub85c InvestGlass\uc5d0 \uc785\ub825\ub418\uc5b4 \ub9ac\ub4dc \ub808\ucf54\ub4dc\uac00 \uc0dd\uc131\ub429\ub2c8\ub2e4. \uc2dc\uc2a4\ud15c\uc740 \uc81c\uacf5\ub41c \uc815\ubcf4\ub97c \ubc14\ud0d5\uc73c\ub85c \ub9ac\ub4dc\ub97c \uc801\uc808\ud55c \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \ub77c\uc6b0\ud305\ud558\uace0 \uc721\uc131 \uc2dc\ud000\uc2a4\ub97c \ud2b8\ub9ac\uac70\ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ub514\uc2a4\ucee4\ubc84\ub9ac \ucf5c\uc744 \uc608\uc57d\ud569\ub2c8\ub2e4. \uae0d\uc815\uc801\uc778 \ubbf8\ud305\uc774 \ub05d\ub098\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud074\ub9ad \ud55c \ubc88\uc73c\ub85c \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc2dc\uc791\ud569\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc740 KYC \ubb38\uc11c \ubc0f \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1\uc744 \uc644\ub8cc\ud560 \uc218 \uc788\ub294 \ubcf4\uc548 \ub9c1\ud06c\ub97c \ubc1b\uc2b5\ub2c8\ub2e4. \uac80\uc99d\uc774 \uc644\ub8cc\ub418\uba74 \ud68c\uc0ac\uc758 \ud22c\uc790 \ubaa8\ub378\uc744 \uc0ac\uc6a9\ud558\uc5ec \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc81c\uc548\uc11c\uac00 \uc0dd\uc131\ub429\ub2c8\ub2e4. \uace0\uac1d\uc740 \ud3ec\ud138\uc744 \ud1b5\ud574 \uc81c\uc548\uc11c\ub97c \uac80\ud1a0\ud558\uace0 \ubcf4\uc548 \uba54\uc2dc\uc9d5\uc744 \ud1b5\ud574 \uc9c8\ubb38\ud558\uace0 \uc804\uc790\uc801\uc73c\ub85c \uc2b9\uc778\ud569\ub2c8\ub2e4. \uacc4\uc88c \uac1c\uc124\uc774 \uc9c4\ud589\ub418\uba70, \uc0c8\ub85c\uc6b4 \uad00\uacc4\ub294 \uccab \uc811\ucd09\ubd80\ud130 \uc790\uae08\uc774 \uc785\uae08\ub418\ub294 \uacc4\uc88c\uae4c\uc9c0 \uc644\ubcbd\ud558\uac8c \ubb38\uc11c\ud654\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-build-a-team-and-operating-model-for-scale\">\uaddc\ubaa8\uc5d0 \ub9de\ub294 \ud300 \ubc0f \uc6b4\uc601 \ubaa8\ub378 \uad6c\ucd95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc0b0 \uad00\ub9ac \ud655\uc7a5\uc740 \ud300 \uc2a4\ud3ec\uce20\uc785\ub2c8\ub2e4. \uc18c\uc720\uc8fc \uc911\uc2ec \ubaa8\ub378\uc740 \ud30c\ud2b8\ub108\uac00 \ud6a8\uacfc\uc801\uc73c\ub85c \uc704\uc784\ud560 \uc218 \uc5c6\uace0 \ubaa8\ub4e0 \uacb0\uc815\uc774 \uc18c\uc218\uc758 \uc0ac\ub78c\uc744 \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc9c0\uae30 \ub54c\ubb38\uc5d0 \uc218\uc6a9 \ub2a5\ub825\uc758 \ud55c\uacc4\uc5d0 \ube60\ub974\uac8c \ub3c4\ub2ec\ud569\ub2c8\ub2e4. \uc778\uc801 \uc790\ubcf8\uc740 \uc7a5\uae30\uc801\uc778 \uc131\uacf5\uc758 \ud1a0\ub300\uc774\uba70, \uc62c\ubc14\ub978 \uad6c\uc870\ub97c \uad6c\ucd95\ud558\uba74 \ud575\uc2ec \uc778\ub825\uc744 \uc9c0\uce58\uc9c0 \uc54a\uace0\ub3c4 \ub354 \ub9ce\uc740 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"778\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder-1024x778.png\" alt=\"\" class=\"wp-image-47922\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder-1024x778.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder-300x228.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder-768x584.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Online-Scheduling-reminder.png 1130w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-a-scalable-team-structure\">\ud655\uc7a5 \uac00\ub2a5\ud55c \ud300 \uad6c\uc870<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ud655\uc7a5\ud615 \uad6c\uc870\uc5d0\ub294 \uba85\ud655\ud558\uac8c \uc815\uc758\ub41c \uc5ed\ud560\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc5ed\ud560<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ucc45\uc784<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub9ac\ub4dc \uc5b4\ub4dc\ubc14\uc774\uc800<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uad00\uacc4 \uc18c\uc720\uad8c, \uc804\ub7b5\uc801 \uc870\uc5b8, \ub808\uc778\uba54\uc774\ud0b9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\uc18c\uc2dc\uc5d0\uc774\ud2b8 \uc5b4\ub4dc\ubc14\uc774\uc800<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \ud68c\uc758 \uc9c0\uc6d0, \uacc4\ud68d \ubd84\uc11d, \uad00\uacc4 \uac1c\ubc1c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc11c\ube44\uc2a4 \uc5b4\uc18c\uc2dc\uc5d0\uc774\ud2b8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc77c\uc815, \ubb38\uc11c\ud654, \ud074\ub77c\uc774\uc5b8\ud2b8 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \ud3ec\ud138 \uc9c0\uc6d0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc804\ubb38\uac00<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud22c\uc790 \ub9ac\uc11c\uce58, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\uc131, \ub9ac\ubc38\ub7f0\uc2f1 \uc2e4\ud589<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc81c \uac10\ub3c5, \uc815\ucc45 \uc720\uc9c0 \uad00\ub9ac, \uac10\uc0ac \uc900\ube44<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub9c8\ucf00\ud305 \ucf54\ub514\ub124\uc774\ud130<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucf58\ud150\uce20 \uc81c\uc791, \ucea0\ud398\uc778 \uc2e4\ud589, \ub9ac\ub4dc \ucd94\uc801<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-separating-front-middle-and-back-office\">\ud504\ub860\ud2b8, \ubbf8\ub4e4, \ubc31 \uc624\ud53c\uc2a4 \ubd84\ub9ac<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uba85\ud655\ud55c \ucc45\uc784 \ubd84\ub9ac\ub294 \ud63c\ub780\uc744 \ubc29\uc9c0\ud558\uace0 \uc804\ubb38\ud654\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud504\ub860\ud2b8 \uc624\ud53c\uc2a4<\/strong>: \ubbf8\ud305, \uad00\uacc4 \uad6c\ucd95, \uc870\uc5b8 \uc81c\uacf5 \ub4f1 \uace0\uac1d \ub300\uba74 \ud65c\ub3d9. \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc0dd\uc0b0\uc131\uc774 \ub9e4\ucd9c\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ubd80\ubd84\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc911\uac04 \uc0ac\ubb34\uc2e4<\/strong>: \ud22c\uc790 \uc6b4\uc601, \uaddc\uc815 \uc900\uc218 \ubaa8\ub2c8\ud130\ub9c1, \ub9ac\uc2a4\ud06c \uad00\ub9ac. \uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \uace0\uac1d\uacfc \uc9c1\uc811 \uc811\ucd09\ud558\uc9c0 \uc54a\uace0\ub3c4 \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \ud65c\ub3d9\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubc31 \uc624\ud53c\uc2a4<\/strong>: \uccad\uad6c, \ubcf4\uace0 \ubc0f \uc2dc\uc2a4\ud15c \uc720\uc9c0 \uad00\ub9ac\ub97c \ud3ec\ud568\ud55c \uad00\ub9ac \uc5c5\ubb34. \uc774\ub7ec\ud55c \uc5c5\ubb34\ub294 \uc790\ub3d9\ud654 \ub610\ub294 \uc544\uc6c3\uc18c\uc2f1\uc758 \ub300\uc0c1\uc774 \ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uc5ed\ud560\uc740 CRM \ud50c\ub7ab\ud3fc\uc758 \ub2e8\uc77c \ub370\uc774\ud130 \uc18c\uc2a4\uc5d0\uc11c \uc6b4\uc601\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uc0ac\ub78c\uc774 \ub3d9\uc77c\ud55c \uace0\uac1d \ub370\uc774\ud130\uc5d0 \uc561\uc138\uc2a4\ud558\uba74 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774 \uac1c\uc120\ub418\uace0 \uc624\ub958\uac00 \uac10\uc18c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-delegation-rules-for-advisors\">\uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \uc704\ud55c \uc704\uc784 \uaddc\uce59<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \uc704\uc784\uc744 \uc704\ud574\uc11c\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ucc98\ub9ac\ud574\uc57c \ud560 \uc0ac\ud56d\uacfc \ucc98\ub9ac\ud558\uc9c0 \ub9d0\uc544\uc57c \ud560 \uc0ac\ud56d\uc744 \uba85\ud655\ud788 \ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ud56d\uc0c1 \ucc98\ub9ac\ud574\uc57c \ud558\ub294 \uc0ac\ud56d<\/strong>: \uc804\ub7b5\uc801 \uc870\uc5b8 \ub300\ud654, \ubcf5\uc7a1\ud55c \uacc4\ud68d \ub17c\uc758, \uc8fc\uc694 \uad00\uacc4 \uacb0\uc815, \ub808\uc778\uba54\uc774\ud0b9 \ud65c\ub3d9.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ucc98\ub9ac\ud574\uc11c\ub294 \uc548 \ub418\ub294 \uc0ac\ud56d<\/strong>: \uc77c\uc815 \uad00\ub9ac, \ubb38\uc11c \uc218\uc9d1, \ub370\uc774\ud130 \uc785\ub825, \uc77c\uc0c1\uc801\uc778 \uaddc\uc815 \uc900\uc218 \ubb38\uc11c, \ud45c\uc900 \ubcf4\uace0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc790\ub3d9\ud654\uac00 \ucc98\ub9ac\ud574\uc57c \ud560 \uc0ac\ud56d<\/strong>: \uc54c\ub9bc \uc2dc\ud000\uc2a4, \ubb38\uc11c \ub9cc\ub8cc \uc54c\ub9bc, \ud68c\uc758 \uc900\ube44 \uc694\uc57d, \uc77c\uc0c1\uc801\uc778 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\ub3d9 \ubaa8\ub2c8\ud130\ub9c1.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-playbooks-for-consistency\">\uc77c\uad00\uc131\uc744 \uc704\ud55c \ud50c\ub808\uc774\ubd81 \uad6c\ucd95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\ubcf5\uc801\uc778 \uace0\uac1d \uc751\ub300\ub97c \uc704\ud55c \ud50c\ub808\uc774\ubd81\uc744 \ub9cc\ub4e4\uc5b4 \uc219\ub828\ub41c \ud300\uc6d0\uc774 \ubd80\uc7ac \uc911\uc774\uac70\ub098 \uc131\uc7a5\uc774 \uae09\uc99d\ud560 \ub54c\uc5d0\ub3c4 \uc77c\uad00\ub41c \uc11c\ube44\uc2a4 \ud488\uc9c8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5f0\ub840 \uac80\ud1a0 \ud68c\uc758 \uc900\ube44 \uccb4\ud06c\ub9ac\uc2a4\ud2b8<\/li>\n\n\n\n<li>\uc2e0\uaddc \uace0\uac1d \ud658\uc601 \ud1b5\ud654 \uc2a4\ud06c\ub9bd\ud2b8 \ubc0f \uc758\uc81c<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub9ac\ubc38\ub7f0\uc2f1 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ud15c\ud50c\ub9bf<\/li>\n\n\n\n<li>\ubd88\ub9cc \ucc98\ub9ac \uc808\ucc28<\/li>\n\n\n\n<li>\uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uace0\uac1d \uc9c0\uc6d0 \ud504\ub85c\ud1a0\ucf5c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ud50c\ub808\uc774\ubd81\uc740 \uc0c8\ub85c\uc6b4 \ud300\uc6d0\uc774 \ud569\ub958\ud558\uc5ec \ucc45\uc784\uc744 \ub9e1\uac8c \ub418\ub354\ub77c\ub3c4 \ud68c\uc0ac\uc758 \ubb38\ud654\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-scaling-from-partnership-to-team\">\ud30c\ud2b8\ub108\uc2ed\uc5d0\uc11c \ud300\uc73c\ub85c \ud655\uc7a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uc0ac\uac00 5\ub144 \ub3d9\uc548 \uc5b4\ub5bb\uac8c 2\uba85\uc758 \ud30c\ud2b8\ub108\uc2ed\uc5d0\uc11c 10\uba85\uc758 \ub2e4\uc5ed\ud560 \ud300\uc73c\ub85c \uc131\uc7a5\ud560 \uc218 \uc788\ub294\uc9c0 \uc0dd\uac01\ud574 \ubcf4\uc138\uc694:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uccab\ud574<\/strong>: \ub450 \ud30c\ud2b8\ub108\uac00 \ubaa8\ub4e0 \uac83\uc744 \ucc98\ub9ac\ud569\ub2c8\ub2e4. \ud504\ub85c\uc138\uc2a4\ub97c \ubb38\uc11c\ud654\ud558\uace0 CRM\uc744 \uad6c\ud604\ud558\uae30 \uc2dc\uc791\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2\ub144\ucc28<\/strong>: \uccab \ubc88\uc9f8 \ucc44\uc6a9\uc740 \uad00\ub9ac \uc5c5\ubb34\ub97c \ucc98\ub9ac\ud558\ub294 \uace0\uac1d \uc11c\ube44\uc2a4 \uc9c1\uc6d0\uc785\ub2c8\ub2e4. \ud30c\ud2b8\ub108\ub294 \ub9e4\uc8fc 10~15\uc2dc\uac04 \ubb34\ub8cc\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3\ub144\ucc28<\/strong>: \uace0\uac1d \ubbf8\ud305\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \uc900\uace0\ubb38\uc774 \ud569\ub958\ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc774 \uacf5\uc2dd\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \uc2dc\uc791.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4\ub144\ucc28<\/strong>: \ub450 \ubc88\uc9f8 \uace0\uac1d \uc11c\ube44\uc2a4 \uc9c1\uc6d0 \ucc44\uc6a9. \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc804\ubb38\uac00 \uc5ed\ud560 \uc0dd\uc131. \uc5b4\uc18c\uc2dc\uc5d0\uc774\ud2b8 \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \uc704\ud55c \ub9ac\ub354\uc2ed \uac1c\ubc1c \uc2dc\uc791.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5\ud559\ub144<\/strong>: \ub9c8\ucf00\ud305 \ucf54\ub514\ub124\uc774\ud130 \ud569\ub958. \uc5b4\uc18c\uc2dc\uc5d0\uc774\ud2b8 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc790\uc2e0\uc758 \ud074\ub77c\uc774\uc5b8\ud2b8 \ubd81\uc744 \uac00\uc9c4 \ub9ac\ub4dc \uc5b4\ub4dc\ubc14\uc774\uc800\ub85c \uc2b9\uc9c4. \ud30c\ud2b8\ub108\ub294 \uc218\uc775 \ucc3d\ucd9c\uacfc \uc804\ub7b5\uc801 \ubc29\ud5a5\uc5d0 \uc9d1\uc911\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud68c\uc0ac\ub294 \uc131\uc7a5\ud558\ub294 \ub3d9\uc548 \ud504\ub85c\uc138\uc2a4\uc640 \ud50c\ub808\uc774\ubd81\uc774 \ud300\uacfc \ud568\uaed8 \ud655\uc7a5\ub418\uae30 \ub54c\ubb38\uc5d0 \uc77c\uad00\ub41c \uace0\uac1d \uacbd\ud5d8\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uba85\ud655\ud55c \ucee4\ub9ac\uc5b4 \uacbd\ub85c\uc640 \uc758\ubbf8 \uc788\ub294 \uc5c5\ubb34\ub97c \ub9cc\ub4e4\uc5b4 \uc778\uc7ac\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-make-compliance-risk-and-data-privacy-a-growth-driver\">\uaddc\uc815 \uc900\uc218, \uc704\ud5d8 \ubc0f \ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc\ub97c \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc0bc\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4, EU, \uc911\ub3d9\uacfc \uac19\uc774 \uaddc\uc81c\uac00 \uc5c4\uaca9\ud55c \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uaddc\uc815 \uc900\uc218\uac00 \uc131\uc7a5\uc758 \uac78\ub9bc\ub3cc\ub85c \uc5ec\uaca8\uc9c0\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud1b5\ud569\ub41c \uaddc\uc815 \uc900\uc218\ub294 \uc2e4\uc81c\ub85c \ub354 \ube60\ub978 \ud655\uc7a5\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uaddc\uc81c \uc694\uac74\uc744 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \ub0b4\uc7a5\ud55c \uae30\uc5c5\uc740 \uc790\uc2e0\uac10\uc744 \uac00\uc9c0\uace0 \uc6c0\uc9c1\uc774\uace0 \uacbd\uc7c1\uc5c5\uccb4\ub294 \uc8fc\uc800\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-regulatory-themes-for-wealth-managers\">\uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \uc8fc\uc694 \uaddc\uc81c \ud14c\ub9c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc988\ub2c8\uc2a4\uc640 \uad00\ub828\ub41c \uaddc\uc81c \ud658\uacbd\uc744 \uc774\ud574\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc801\ud569\uc131 \ubc0f \uc801\uc808\uc131<\/strong>: \ud22c\uc790 \ucd94\ucc9c\uc774 \uace0\uac1d \ud504\ub85c\ud544, \ubaa9\ud45c, \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704\uc640 \uc77c\uce58\ud558\ub294\uc9c0 \ud655\uc778\ud569\ub2c8\ub2e4. \uac01 \ucd94\ucc9c\uc758 \uadfc\uac70\ub97c \ubb38\uc11c\ub85c \uc785\uc99d\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>KYC \ubc0f AML<\/strong>: \uace0\uac1d \ud30c\uc545 \ubc0f \uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0 \uc694\uac74\uc740 \ucca0\uc800\ud55c \uc2e0\uc6d0 \ud655\uc778\uacfc \uc758\uc2ec\uc2a4\ub7ec\uc6b4 \ud65c\ub3d9\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ubaa8\ub2c8\ud130\ub9c1\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub370\uc774\ud130 \ubcf4\ud638<\/strong>: \uc720\ub7fd\uc758 GDPR, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ubcf4\ud638\ubc95 \ubc0f \uc774\uc640 \uc720\uc0ac\ud55c \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uba85\uc2dc\uc801 \ub3d9\uc758, \ub370\uc774\ud130 \ucd5c\uc18c\ud654, \uba85\ud655\ud55c \ubcf4\uc874 \uc815\ucc45\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uae30\ub85d \ubcf4\uad00<\/strong>: \uaddc\uc81c \ub2f9\uad6d\uc740 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9, \uc81c\uacf5\ub41c \uc870\uc5b8, \ub0b4\ub9b0 \uacb0\uc815\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \uac10\uc0ac \ucd94\uc801\uc744 \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-policy-enforcement\">\uc790\ub3d9\ud654\ub41c \uc815\ucc45 \uc2dc\ud589<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc758 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \ub3c4\uad6c\ub294 \uc815\ucc45 \uaddc\uce59\uc744 \uc790\ub3d9\uc73c\ub85c \uc2dc\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubaa8\ub4e0 \ud544\uc218 \uc11c\ub958\uac00 \ud655\uc778\ub420 \ub54c\uae4c\uc9c0 \uacc4\uc88c \uac1c\uc124 \ucc28\ub2e8<\/li>\n\n\n\n<li>\ud22c\uc790 \ucd94\ucc9c\uc774 \uc9c4\ud589\ub418\uae30 \uc804\uc5d0 \ubd88\uc644\uc804\ud55c \uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \ud50c\ub798\uadf8 \uc9c0\uc815<\/li>\n\n\n\n<li>\ubb38\uc11c \ub9cc\ub8cc\uac00 \uc784\ubc15\ud588\uc744 \ub54c \uc7ac\ud655\uc778 \ud2b8\ub9ac\uac70<\/li>\n\n\n\n<li>\uc815\uc758\ub41c \uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud558\ub294 \uac70\ub798\uc5d0 \ub300\ud574 \uad00\ub9ac\uc790 \uc2b9\uc778 \ud544\uc694<\/li>\n\n\n\n<li>\uaddc\uc81c \uc81c\ucd9c\uc744 \uc704\ud55c \uaddc\uc815 \uc900\uc218 \ubcf4\uace0\uc11c \uc790\ub3d9 \uc0dd\uc131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc778\uc801 \uc624\ub958\ub97c \uc904\uc774\uace0 \ubaa8\ub4e0 \uace0\uac1d \uad00\uacc4\uc5d0\uc11c \uc77c\uad00\ub41c \uc815\ucc45 \uc801\uc6a9\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-benefits\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c \ud61c\ud0dd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uba74 \ud504\ub77c\uc774\ube57 \uc740\ud589, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4, \uacf5\uacf5 \uae30\uad00\uc5d0\uc11c \uc6b0\ub824\ud558\ub294 \ubb38\uc81c\ub97c \ud574\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2a4\uc704\uc2a4 \ubc95\uc740 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc778\uc815\ubc1b\ub294 \uac15\ub825\ud55c \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uba85\ud655\ud55c \ubb38\uc11c\ud654\ub97c \ud1b5\ud574 \ub370\uc774\ud130 \ubcf4\uc874 \uc694\uac74\uc744 \ucda9\uc871\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc561\uc138\uc2a4 \uc81c\uc5b4\ub97c \ud1b5\ud574 \ubbfc\uac10\ud55c \uc815\ubcf4\ub97c \ubcfc \uc218 \uc788\ub294 \uc0ac\ub78c\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud574 \ub370\uc774\ud130 \ubcf4\ud638 \uc758\ubb34 \uc900\uc218 \uc785\uc99d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \uace0\uac1d\uc5d0\uac8c \uc774\ub294 \uc758\ubbf8 \uc788\ub294 \ucc28\ubcc4\ud654 \uc694\uc18c\uac00 \ub429\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc790\uc2e0\uc758 \uac00\uc7a5 \uc18c\uc911\ud55c \uc790\uc0b0\uc778 \uae08\uc735 \uc815\ubcf4\ub97c \ub9e1\uae30\uace0 \ubcf4\ud638\ub97c \uae30\ub300\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-streamlined-audit-preparation\">\uac04\uc18c\ud654\ub41c \uac10\uc0ac \uc900\ube44<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub41c \uac10\uc0ac \ucd94\uc801, CRM\uc5d0 \uae30\ub85d\ub41c \uba54\ubaa8, \ud15c\ud50c\ub9bf \uacf5\uac1c\ub97c \ud1b5\ud574 \uaddc\uc81c \uac80\uc0ac \ubc0f \uc678\ubd80 \uac10\uc0ac \uc900\ube44 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc790\ub3d9\uc73c\ub85c \ucea1\ucc98\ub41c \ubaa8\ub4e0 \ud074\ub77c\uc774\uc5b8\ud2b8 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/li>\n\n\n\n<li>\ud2b9\uc815 \uad8c\uc7a5 \uc0ac\ud56d\uacfc \uc5f0\uacb0\ub41c \uc801\ud569\uc131 \ubb38\uc11c<\/li>\n\n\n\n<li>\ud0c0\uc784\uc2a4\ud0ec\ud504 \ubc0f \uc2b9\uc778\uacfc \ud568\uaed8 \uae30\ub85d\ub418\ub294 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0<\/li>\n\n\n\n<li>\ub204\ub77d\ub41c \ubb38\uc11c\uac00 \ubb38\uc81c\uac00 \ub418\uae30 \uc804\uc5d0 \uc0ac\uc804\uc5d0 \ud50c\ub798\uadf8\uac00 \uc9c0\uc815\ub41c \uacbd\uc6b0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uaddc\uc728\uc744 \uc720\uc9c0\ud558\ub294 \uae30\uc5c5\ub4e4\uc740 \uac10\uc0ac \uc900\ube44\uc5d0 \uba87 \uc8fc\uac00 \uc544\ub2cc \uba87 \uc2dc\uac04\uc744 \ud22c\uc790\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ongoing-risk-monitoring\">\uc9c0\uc18d\uc801\uc778 \uc704\ud5d8 \ubaa8\ub2c8\ud130\ub9c1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc2dc\uac04 \uac00\uc2dc\uc131\uc744 \uc81c\uacf5\ud558\ub294 \ub300\uc2dc\ubcf4\ub4dc\ub294 \ubb38\uc81c\ub97c \uc870\uae30\uc5d0 \ud30c\uc545\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc8fc\uc758\uac00 \ud544\uc694\ud55c \uc815\uae30 \uac80\ud1a0 \ub204\ub77d<\/li>\n\n\n\n<li>\uc0c8\ub85c \uace0\uce68\uc774 \ud544\uc694\ud55c \ub9cc\ub8cc\ub418\ub294 \ubb38\uc11c<\/li>\n\n\n\n<li>\uc870\uc0ac\uac00 \ud544\uc694\ud55c \ube44\uc815\uc0c1\uc801\uc778 \uac70\ub798 \ud328\ud134<\/li>\n\n\n\n<li>\ud300 \uc804\uccb4\uc758 \uaddc\uc815 \uc900\uc218 \uc791\uc5c5 \uc644\ub8cc\uc728<\/li>\n\n\n\n<li>\uc7a0\uc7ac\uc801\uc778 \uace0\uac1d \uc6b0\ub824 \uc0ac\ud56d\uc744 \ub098\ud0c0\ub0b4\ub294 \uc131\ub2a5 \ub3d9\ud5a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc0ac\uc804 \uc608\ubc29\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \uc791\uc740 \ubb38\uc81c\uac00 \ud070 \ubb38\uc81c\ub85c \ubc1c\uc804\ud558\ub294 \uac83\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-create-a-scalable-client-acquisition-and-marketing-system\">\ud655\uc7a5 \uac00\ub2a5\ud55c \uace0\uac1d \ud655\ubcf4 \ubc0f \ub9c8\ucf00\ud305 \uc2dc\uc2a4\ud15c \ub9cc\ub4e4\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd94\ucc9c\ub9cc\uc73c\ub85c\ub294 \uccab \ubc88\uc9f8 \uc131\uc7a5 \ub2e8\uacc4\ub97c \ub118\uc5b4 \uc9c0\uc18d\uc801\uc778 \uaddc\ubaa8\ub97c \uc720\uc9c0\ud558\ub294 \ub370 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uace0\uac1d \ucd94\ucc9c\uacfc \uc785\uc18c\ubb38\uc740 \uc5ec\uc804\ud788 \uac15\ub825\ud558\uc9c0\ub9cc, \uae30\uc5c5\uc740 \uc9c0\uc18d\uc801\uc73c\ub85c \uc131\uc7a5\ud558\uae30 \uc704\ud574 \uccb4\uacc4\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ud655\uc7a5 \uac00\ub2a5\ud55c \ub9c8\ucf00\ud305 \uc2dc\uc2a4\ud15c\uc740 \uc6b4\uc5d0 \uc758\uc874\ud558\uc9c0 \uc54a\uace0 \uc801\uaca9 \ub9ac\ub4dc\ub97c \uc608\uce21 \uac00\ub2a5\ud558\uac8c \uc0dd\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-your-message\">\uba54\uc2dc\uc9c0 \uc815\uc758\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uba54\uc2dc\uc9c0\ub294 \uc120\ud0dd\ud55c \ud2c8\uc0c8 \uc2dc\uc7a5\uc5d0 \uc9c1\uc811\uc801\uc73c\ub85c \uc804\ub2ec\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ub9c8\ucf00\ud305\uc740 \ub9ac\uc18c\uc2a4\ub97c \ub0ad\ube44\ud558\uace0 \uacf5\uac10\uc744 \uc5bb\uc9c0 \ubabb\ud569\ub2c8\ub2e4. \ub2e4\uc74c \uc608\ub97c \uc0dd\uac01\ud574 \ubcf4\uc138\uc694:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc77c\ubc18<\/strong>: \u201c\uace0\uc561 \uc790\uc0b0\uac00\ub4e4\uc774 \uc7ac\ubb34 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud560 \uc218 \uc788\ub3c4\ub85d \ub3d5\uc2b5\ub2c8\ub2e4.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud2b9\uc815<\/strong>: \u201c2025\ub144\ubd80\ud130 2030\ub144 \uc0ac\uc774\uc5d0 \ud68c\uc0ac\ub97c \ub9e4\uac01\ud560 \uacc4\ud68d\uc774 \uc788\ub294 \uc2a4\uc704\uc2a4 \uae30\ubc18 \uae30\uc5c5\uac00\ub4e4\uc774 \uc138\ud6c4 \uc218\uc775\uc744 \uadf9\ub300\ud654\ud558\uace0 \ub2e4\uc74c \uc138\ub300\ub97c \uc704\ud55c \uc9c0\uc18d \uac00\ub2a5\ud55c \uc18c\ub4dd\uc744 \ucc3d\ucd9c\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uccb4\uc801\uc778 \uba54\uc2dc\uc9c0\ub294 \uc801\ud569\ud55c \uc7a0\uc7ac\uace0\uac1d\uc744 \ub04c\uc5b4\ub4e4\uc774\uace0 \ubd80\uc801\ud569\ud55c \uc7a0\uc7ac\uace0\uac1d\uc744 \ud1f4\uce58\ud558\uc5ec \ubaa8\ub450\uc758 \uc2dc\uac04\uc744 \uc808\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-content-strategy-for-client-communications\">\uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc704\ud55c \ucf58\ud150\uce20 \uc804\ub7b5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\ubb38\uc131\uc744 \uc785\uc99d\ud558\uace0 \uc2e0\ub8b0\ub97c \uc313\uc744 \uc218 \uc788\ub294 \ucf58\ud150\uce20\ub97c \uac1c\ubc1c\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud2b9\uc815 \uace0\uac1d \ubb38\uc81c\ub97c \ub2e4\ub8e8\ub294 \uad50\uc721\uc6a9 \ubb38\uc11c<\/li>\n\n\n\n<li>\ud2c8\uc0c8 \uc2dc\uc7a5\uacfc \uad00\ub828\ub41c \uc2dc\uc758\uc801\uc808\ud55c \uc8fc\uc81c\uc5d0 \ub300\ud55c \uc6e8\ube44\ub098<\/li>\n\n\n\n<li>\uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\ub294 \ubc31\uc11c<\/li>\n\n\n\n<li>\uc778\uc811 \ubd84\uc57c\uc758 \ub2e4\ub978 \uc804\ubb38\uac00\uc640\uc758 \ub300\ud654\uac00 \ub2f4\uae34 \ud31f\uce90\uc2a4\ud2b8<\/li>\n\n\n\n<li>\uc131\uacf5\uc801\uc778 \uace0\uac1d \uacb0\uacfc\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc0ac\ub840 \uc5f0\uad6c(\uc775\uba85 \ucc98\ub9ac\ub428)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ucf58\ud150\uce20\ub294 \uc0c8\ub85c\uc6b4 \uc7a0\uc7ac \uace0\uac1d\uc744 \uc720\uce58\ud558\uace0 \uae30\uc874 \uad00\uacc4\ub97c \ubc1c\uc804\uc2dc\ud0a4\ub294 \ub450 \uac00\uc9c0 \uc6a9\ub3c4\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation-capabilities\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \uae30\ub2a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ub3c4\uad6c\uc5d0\uc11c \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc138\ubd84\ud654\ub41c \uc774\uba54\uc77c \ucea0\ud398\uc778<\/strong>: \uace0\uac1d \uc138\uadf8\uba3c\ud2b8 \ubc0f \uc7a0\uc7ac \uace0\uac1d \ub2e8\uacc4\ubcc4\ub85c \ub2e4\ub978 \uba54\uc2dc\uc9c0 \uc81c\uacf5<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc774\ubca4\ud2b8 \ucd08\ub300<\/strong>: \uc6e8\ube44\ub098, \uc138\ubbf8\ub098 \ubc0f \uace0\uac1d \uac10\uc0ac \uc774\ubca4\ud2b8\ub97c \uc704\ud55c \uc790\ub3d9\ud654\ub41c \ucd08\ub300 \uc2dc\ud000\uc2a4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc721\uc131 \uc2dc\ud000\uc2a4<\/strong>: \uc7a0\uc7ac \uace0\uac1d\uc744 \uc0c1\ub2f4 \uc608\uc57d\uc73c\ub85c \uc720\ub3c4\ud558\ub294 \uc2dc\uac04 \uc81c\ud55c \ucf58\ud150\uce20 \uc81c\uacf5<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9ac\ub4dc \uc810\uc218<\/strong>: \ucc38\uc5ec\ub3c4 \ubc0f \uc801\ud569\uc131 \uae30\uc900\uc5d0 \ub530\ub978 \uc790\ub3d9 \uc6b0\uc120\uc21c\uc704 \uc9c0\uc815<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc7ac\ucc38\uc5ec \ucea0\ud398\uc778<\/strong>: \ud734\uba74 \ub9ac\ub4dc \ubc0f \ud734\uba74 \uc7a0\uc7ac \uace0\uac1d\uc5d0 \ub300\ud55c \uc544\uc6c3\ub9ac\uce58<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-a-simple-funnel\">\uac04\ub2e8\ud55c \ud37c\ub110 \uad6c\ucd95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ud655\ubcf4 \ud504\ub85c\uc138\uc2a4\ub97c \uba85\ud655\ud558\uac8c \uad6c\uc131\ud558\uc138\uc694:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\uad50\uc721 \ucf58\ud150\uce20\ub294 \uc7a0\uc7ac \uace0\uac1d\uc744 \uc6f9\uc0ac\uc774\ud2b8\ub85c \ub04c\uc5b4\ub4e4\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub9ac\ub4dc \ucea1\ucc98\ub294 \uc5f0\ub77d\ucc98 \uc815\ubcf4\uc640 \uad50\ud658\ud558\uc5ec \uadc0\uc911\ud55c \ub9ac\uc18c\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc721\uc131 \uc2dc\ud000\uc2a4\ub294 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uce5c\uc219\ud568\uacfc \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc0c1\ub2f4 \uc608\uc57d\uc73c\ub85c \ub9c8\ucc30\uc774 \uc801\uc740 \uc9c4\uc785\uc810 \uc81c\uacf5<\/li>\n\n\n\n<li>\ub514\uc2a4\ucee4\ubc84\ub9ac \ubbf8\ud305\uc744 \ud1b5\ud574 \uc801\ud569\uc131\uc744 \uac80\uc99d\ud558\uace0 \uad00\uacc4\ub97c \uc2dc\uc791\ud558\uc138\uc694<\/li>\n\n\n\n<li>\uc790\uaca9\uc744 \uac16\ucd98 \uc7a0\uc7ac \uace0\uac1d\uc744 \uace0\uac1d\uc73c\ub85c \uc804\ud658\ud558\ub294 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/li>\n\n\n\n<li>\uc9c0\uc18d\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc73c\ub85c \ucc38\uc5ec\ub3c4 \uc720\uc9c0 \ubc0f \ucd94\ucc9c \uc0dd\uc131<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc758 \ubaa8\ub4e0 \ud65c\ub3d9\uc744 \ucd94\uc801\ud558\uc5ec \ubb34\uc5c7\uc774 \ud6a8\uacfc\uac00 \uc788\uace0 \ubb34\uc5c7\uc774 \uc870\uc815\uc774 \ud544\uc694\ud55c\uc9c0 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliant-social-media-and-thought-leadership\">\uaddc\uc815 \uc900\uc218 \uc18c\uc15c \ubbf8\ub514\uc5b4 \ubc0f \uc0ac\uace0 \ub9ac\ub354\uc2ed<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc790\ubb38 \ub9c8\ucf00\ud305\uc740 \uaddc\uc815 \uc900\uc218 \uc81c\uc57d\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc81c\uc57d \uc0ac\ud56d\uc744 \uc0ac\uc804\uc5d0 \ud574\uacb0\ud558\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc0ac\uc804 \uc2b9\uc778\ub41c \ud15c\ud50c\ub9bf\uc73c\ub85c \uaddc\uc815 \uc900\uc218 \uac80\ud1a0 \ubcd1\ubaa9 \ud604\uc0c1 \uac10\uc18c<\/li>\n\n\n\n<li>\ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc5d0 \uc790\ub3d9\uc73c\ub85c \ucd94\uac00\ub418\ub294 \ud45c\uc900 \uacf5\uac1c \uc0ac\ud56d<\/li>\n\n\n\n<li>\uaddc\uc81c \uae30\ub85d\uc744 \uc704\ud574 \uac8c\uc2dc\ub41c \ubaa8\ub4e0 \ucf58\ud150\uce20\uc758 \uc0ac\ubcf8\uc744 \ubcf4\uad00\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uacf5\uac1c\uc801\uc73c\ub85c \ub9d0\ud560 \uc218 \uc788\ub294 \uac83\uacfc \ub9d0\ud560 \uc218 \uc5c6\ub294 \uac83\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uac00\uc774\ub4dc\ub77c\uc778 \uc81c\uc2dc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uaddc\uc81c \uc694\uac74\uc744 \ucda9\uc871\ud558\uba74\uc11c \uc77c\uad00\ub41c \ub9c8\ucf00\ud305\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-example-quarterly-marketing-calendar\">\ubd84\uae30\ubcc4 \ub9c8\ucf00\ud305 \uce98\ub9b0\ub354 \uc608\uc2dc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c\uc740 \uc911\uacac \uae30\uc5c5\uc774 \uc790\ub3d9\ud654\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc18c\uaddc\ubaa8 \ud300\uc73c\ub85c \uc2e4\ud589\ud560 \uc218 \uc788\ub294 \uc791\uc5c5\uc785\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uccab \ub2ec<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>1\uc8fc\ucc28 \uad50\uc721\uc6a9 \ube14\ub85c\uadf8 \uac8c\uc2dc\ubb3c \uac8c\uc2dc, \uc7a0\uc7ac \uace0\uac1d\uc5d0\uac8c \uc774\uba54\uc77c\uc744 \ud1b5\ud574 \ud64d\ubcf4<\/li>\n\n\n\n<li>2\uc8fc\ucc28 \ube14\ub85c\uadf8 \ucf58\ud150\uce20\uc758 \uc8fc\uc694 \uc778\uc0ac\uc774\ud2b8\uac00 \ub2f4\uae34 LinkedIn \uac8c\uc2dc\ubb3c<\/li>\n\n\n\n<li>3\uc8fc\ucc28 \uc2dc\uc7a5 \ub17c\ud3c9 \ubc0f \ud68c\uc0ac \uc5c5\ub370\uc774\ud2b8\uac00 \ud3ec\ud568\ub41c \uae30\uc874 \uace0\uac1d \ub274\uc2a4\ub808\ud130<\/li>\n\n\n\n<li>4\uc8fc\ucc28: \uc6e8\ube44\ub098 \ucd08\ub300 \uc2dc\ud000\uc2a4 \uc2dc\uc791<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub450 \ubc88\uc9f8 \ub2ec<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>1\uc8fc\ucc28 \uc6e8\ube44\ub098 \uc81c\uacf5, \ub4f1\ub85d\uc790\uc640 \ub179\ud654\ubcf8 \uacf5\uc720<\/li>\n\n\n\n<li>2\uc8fc\ucc28 \uc6e8\ube44\ub098 \ucc38\uc11d\uc790\uc5d0\uac8c \uc0c1\ub2f4\uc744 \uc81c\uacf5\ud558\ub294 \ud6c4\uc18d \uc870\uce58 \uc21c\uc11c<\/li>\n\n\n\n<li>3\uc8fc\ucc28 \uc138\ubd84\ud654\ub41c \uc7a0\uc7ac \uace0\uac1d \ubaa9\ub85d\uc5d0 \uc0ac\ub840 \uc5f0\uad6c \uc774\uba54\uc77c \ubcf4\ub0b4\uae30<\/li>\n\n\n\n<li>4\uc8fc\ucc28 \uace0\uac1d \uac10\uc0ac \uc774\ubca4\ud2b8 \ucd08\ub300<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc138 \ubc88\uc9f8 \ub2ec<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>1\uc8fc\ucc28 \ubd84\uae30\ubcc4 \uc2dc\uc7a5 \uc804\ub9dd \ubc1c\ud45c<\/li>\n\n\n\n<li>2\uc8fc\ucc28: \ud734\uba74 \ub9ac\ub4dc\uc5d0 \ub300\ud55c \uc7ac\ucc38\uc5ec \ucea0\ud398\uc778<\/li>\n\n\n\n<li>3\uc8fc\ucc28 \ub9cc\uc871\ud55c \uace0\uac1d\uc5d0\uac8c \ucd94\ucc9c \uc694\uccad \uc774\uba54\uc77c \ubcf4\ub0b4\uae30<\/li>\n\n\n\n<li>4\uc8fc\ucc28 \ub2e4\uc74c \ubd84\uae30 \ucf58\ud150\uce20 \uacc4\ud68d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uce98\ub9b0\ub354\ub294 \uc2e0\uc911\ud55c \uacc4\ud68d\uc774 \ud544\uc694\ud558\uc9c0\ub9cc \uc18c\uaddc\ubaa8 \ud300\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uc9c0 \uc54a\uc73c\uba74\uc11c \uc608\uce21 \uac00\ub2a5\ud55c \ub9c8\ucf00\ud305 \ud65c\ub3d9\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measure-optimise-and-scale-intelligently\">\uc9c0\ub2a5\uc801\uc778 \uce21\uc815, \ucd5c\uc801\ud654 \ubc0f \ud655\uc7a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uce21\uc815\ub418\ub294 \uac83\uc740 \uac1c\uc120\ub429\ub2c8\ub2e4. \ud655\uc7a5 \uac00\ub2a5\ud55c \uae30\uc5c5\uc740 \ub2e8\uc21c\ud558\uc9c0\ub9cc \uccb4\uacc4\uc801\uc778 \uba54\ud2b8\ub9ad\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9ac\uace0 \uae30\ud68c\ub97c \ud30c\uc545\ud569\ub2c8\ub2e4. \uce21\uc815\uc774 \uc5c6\uc73c\uba74 \uc131\uc7a5 \uc804\ub7b5\uc740 \ucd94\uce21\uc774 \ub418\uace0 \ub9ac\uc18c\uc2a4\ub294 \uc0dd\uc0b0\uc131\uc740 \ub192\uc9c0\ub9cc \uc218\uc775\uc774 \uac70\uc758 \uc5c6\ub294 \ud65c\ub3d9\uc5d0 \ud22c\uc785\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-performance-indicators\">\ud575\uc2ec \uc131\uacfc \uc9c0\ud45c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc9c0\ud45c\ub97c \uc77c\uad00\ub418\uac8c \ucd94\uc801\ud558\uc138\uc694:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>Metric<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uce21\uc815 \ub300\uc0c1<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud0c0\uac9f \ubc29\ud5a5<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800\ub2f9 \uad00\ub9ac \uc911\uc778 \uc790\uc0b0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800 \uc0dd\uc0b0\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc99d\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d\ub2f9 \uc218\uc775<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uad00\uacc4 \uc218\uc775\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc548\uc815 \ub610\ub294 \uc99d\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \ud655\ubcf4 \ube44\uc6a9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub9c8\ucf00\ud305 \ud6a8\uc728\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac10\uc18c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ucc44\ub110\ubcc4 \uc804\ud658\uc728<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud37c\ub110 \ud6a8\uacfc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc99d\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc720\uc9c0\uc728<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uad00\uacc4 \ud488\uc9c8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>95% \uc774\uc0c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d\uc758 \ub514\uc9c0\ud138 \ub3c4\uad6c \ub3c4\uc785<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud138 \ubc0f \uc790\ub3d9\ud654 \uc0ac\uc6a9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc99d\uac00<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-time-dashboards\">\uc2e4\uc2dc\uac04 \ub300\uc2dc\ubcf4\ub4dc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc \ub0b4 \ub300\uc2dc\ubcf4\ub4dc\ub97c \ud1b5\ud574 \ud30c\ud2b8\ub108\ub294 \ud68c\uc0ac \uc804\uccb4\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud30c\uc774\ud504\ub77c\uc778 \uc0c1\ud0dc \ubc0f \uc608\uc0c1 \ub9c8\uac10\uc77c<\/li>\n\n\n\n<li>\ud300\uc6d0\ubcc4 \uc791\uc5c5 \uc644\ub8cc\uc728<\/li>\n\n\n\n<li>\uc138\uadf8\uba3c\ud2b8\ubcc4 \uc11c\ube44\uc2a4 \uc218\uc900 \uc900\uc218<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218 \uc0c1\ud0dc \ubc0f \ubbf8\ud574\uacb0 \ud56d\ubaa9<\/li>\n\n\n\n<li>\ub9e4\ucd9c \ubc0f \uc131\uc7a5 \ucd94\uc138<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ud22c\uba85\uc131\uc744 \ud1b5\ud574 \ubb38\uc81c \ubc1c\uc0dd \uc2dc \ub354 \ube60\ub978 \uc758\uc0ac \uacb0\uc815\uacfc \uc870\uae30 \uac1c\uc785\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-running-small-experiments\">\uc18c\uaddc\ubaa8 \uc2e4\ud5d8 \uc2e4\ud589<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c8\ub85c\uc6b4 \uc811\uadfc \ubc29\uc2dd\uc744 \ud655\uc7a5\ud558\uae30 \uc804\uc5d0 \uc2e0\uc911\ud558\uac8c \ud14c\uc2a4\ud2b8\ud558\uc138\uc694:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc608<\/strong>: \ud68c\uc0ac\uc5d0\uc11c \uc790\ub3d9\ud654\ub41c \uac80\ud1a0 \uc54c\ub9bc\uc744 \uad6c\ud604\ud558\ub824\uace0 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\ud30c\uc77c\ub7ff\uc744 \uc704\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \uad00\uacc4\uc758 \ud558\uc704 \uc9d1\ud569\uc744 \uc120\ud0dd\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc774 \uadf8\ub8f9\uc5d0 \ub300\ud574\uc11c\ub9cc \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub97c \uad6c\ud604\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc751\ub2f5\ub960, \ubbf8\ud305 \uc644\ub8cc \ubc0f \uc5b4\ub4dc\ubc14\uc774\uc800 \ud53c\ub4dc\ubc31 \ucd94\uc801<\/li>\n\n\n\n<li>3\uac1c\uc6d4 \ub3d9\uc548 \ub300\uc870\uad70\uacfc \uacb0\uacfc \ube44\uad50<\/li>\n\n\n\n<li>\ud559\uc2b5\ud55c \ub0b4\uc6a9\uc744 \uae30\ubc18\uc73c\ub85c \uc811\uadfc \ubc29\uc2dd \uac1c\uc120<\/li>\n\n\n\n<li>\uacb0\uacfc\uc5d0 \ub530\ub77c \uc804\uccb4 \uace0\uac1d\uce35\uc73c\ub85c \ud655\uc7a5 \uac00\ub2a5<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ubc29\ubc95\ub860\uc740 \uc0c8\ub85c\uc6b4 \uc628\ubcf4\ub529 \uc2a4\ud06c\ub9bd\ud2b8, \ub9c8\ucf00\ud305 \ucea0\ud398\uc778, \uc11c\ube44\uc2a4 \uacc4\uce35 \uad6c\uc870 \ubc0f \uae30\uc220 \uad6c\ud604\uc5d0 \uc801\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-quarterly-strategy-reviews\">\ubd84\uae30\ubcc4 \uc804\ub7b5 \uac80\ud1a0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ac\ub354\ub294 \ubd84\uae30\ubcc4\ub85c \uc5ed\ub7c9, \ud504\ub85c\uc138\uc2a4 \ubc0f \uae30\uc220\uc744 \ud3c9\uac00\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ucc44\uc6a9\uc774 \ud544\uc694\ud55c \uc815\uc6d0 \uc81c\ud55c\uc5d0 \uadfc\uc811\ud558\uace0 \uc788\ub098\uc694?<\/li>\n\n\n\n<li>\uc790\ub3d9\ud654\ud560 \uc218 \uc788\ub294 \ud504\ub85c\uc138\uc2a4 \uc911 \uc5ec\uc804\ud788 \uc218\uc791\uc5c5\uc5d0 \uc758\uc874\ud558\uace0 \uc788\ub294 \ud504\ub85c\uc138\uc2a4\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/li>\n\n\n\n<li>\ud300 \uc804\uccb4\uc5d0\uc11c \uae30\uc220 \ub3c4\uc785\uc740 \uc5b4\ub5bb\uac8c \uc9c4\ud589\ub418\uace0 \uc788\ub098\uc694?<\/li>\n\n\n\n<li>\ud3ec\uc9c0\uc154\ub2dd\uc744 \uc138\ubd84\ud654\ud558\uac70\ub098 \ud0c0\uac9f \uc2dc\uc7a5\uc744 \ud655\uc7a5\ud574\uc57c \ud560\uae4c\uc694?<\/li>\n\n\n\n<li>\uc9c0\ub09c \ubd84\uae30\uc5d0\uc11c \uc5b4\ub5a4 \uc2e4\ud5d8\uc744 \ud655\uc7a5\ud558\uac70\ub098 \ud3ec\uae30\ud574\uc57c \ud560\uae4c\uc694?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uac80\ud1a0\ub294 \uce21\uc815\uacfc \uc870\uce58\ub97c \uc5f0\uacb0\ud558\uace0 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-stepwise-intelligent-scale\">\ub2e8\uacc4\ubcc4 \uc9c0\ub2a5\ud615 \uc2a4\ucf00\uc77c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\ub2a5\ud615 \ud655\uc7a5\uc740 \ud3ed\ubc1c\uc801\uc778 \uac83\uc774 \uc544\ub2c8\ub77c \uc810\uc9c4\uc801\uc778 \uac83\uc785\ub2c8\ub2e4. \ud655\ub9bd\ub41c \ud504\ub85c\uc138\uc2a4, \uc219\ub828\ub41c \ud300, \uc548\uc815\uc801\uc778 \uc2dc\uc2a4\ud15c \uc5c6\uc774 \uae09\uaca9\ud55c \uc131\uc7a5\uc744 \uc2dc\ub3c4\ud558\ub294 \uae30\uc5c5\uc740 \uc885\uc885 \ud3c9\ud310\uacfc \uc218\uc775\uc5d0 \uc190\uc0c1\uc744 \uc785\uc2b5\ub2c8\ub2e4. \uae30\uc5c5 \uac00\uce58\ub294 \uadf9\uc801\uc778 \uae09\uc131\uc7a5 \ud6c4 \uace0\ud1b5\uc2a4\ub7ec\uc6b4 \uc870\uc815\uc774 \ub4a4\ub530\ub974\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc7a5\uae30\uc801\uc778 \uc77c\uad00\ub41c \uc131\uc7a5\uc744 \ud1b5\ud574 \uad6c\ucd95\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e8\uacc4\uc801 \ud655\uc7a5\uc744 \uc704\ud55c \uc8fc\uc694 \uc601\uc5ed<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>1\ub144\ucc28: \uae30\ubc18(\ud504\ub85c\uc138\uc2a4 \ubb38\uc11c\ud654, CRM \uad6c\ud604, \uc138\uadf8\uba3c\ud2b8 \uc815\uc758)<\/li>\n\n\n\n<li>2\ub144\ucc28 \uc790\ub3d9\ud654(\uc628\ubcf4\ub529 \ub514\uc9c0\ud138\ud654, \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654, \ud3ec\ud138 \ucd9c\uc2dc)<\/li>\n\n\n\n<li>3\ub144\ucc28: \uc131\uc7a5(\ub9c8\ucf00\ud305 \uccb4\uacc4\ud654, \ud300 \ud655\uc7a5, \uc5ed\ub7c9 \uc99d\ub300)<\/li>\n\n\n\n<li>4\ub144\ucc28: \ucd5c\uc801\ud654(\uba54\ud2b8\ub9ad \uac1c\uc120, \uc2e4\ud5d8 \ud655\uc7a5, \ud6a8\uc728\uc131 \uadf9\ub300\ud654)<\/li>\n\n\n\n<li>5\ub144\ucc28 \ud655\uc7a5(\uc2e0\uaddc \uc138\uadf8\uba3c\ud2b8, \uc2e0\uaddc \uc2dc\uc7a5, \uc2b9\uacc4 \uacc4\ud68d)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-supports-scalable-wealth-management\">InvestGlass\uac00 \ud655\uc7a5 \uac00\ub2a5\ud55c \uc790\uc0b0 \uad00\ub9ac\ub97c \uc9c0\uc6d0\ud558\ub294 \ubc29\ubc95<\/h2>\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 \uad6c\ucd95\ub41c \ud1b5\ud569 \uc2a4\uc704\uc2a4 CRM \ubc0f \uc790\ub3d9\ud654 \ud5c8\ube0c\uc785\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc11c\ube44\uc2a4 \ud488\uc9c8\uc774\ub098 \uaddc\uc815 \uc900\uc218 \ud45c\uc900\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uace0 \ud655\uc7a5\ud558\ub824\uace0 \ud560 \ub54c \uc9c1\uba74\ud558\ub294 \uc8fc\uc694 \uacfc\uc81c\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \ubaa8\ub4c8\uc740 \uacc4\uc88c \uac1c\uc124 \uc2dc\uac04\uc744 \ud68d\uae30\uc801\uc73c\ub85c \ub2e8\ucd95\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \ubaa8\ub4e0 \uae30\uae30\uc5d0\uc11c \ub514\uc9c0\ud138 \ubc29\uc2dd\uc73c\ub85c \uc591\uc2dd\uc744 \uc791\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubb38\uc11c \uc218\uc9d1\uc740 \uc790\ub3d9 \uc720\ud6a8\uc131 \uac80\uc0ac\uc640 \ud568\uaed8 \uc548\uc804\ud55c \uc5c5\ub85c\ub4dc\ub97c \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \ub9ac\uc2a4\ud06c \ud504\ub85c\ud30c\uc77c\ub9c1 \ubc0f \uc801\ud569\uc131 \uc124\ubb38\uc9c0\ub294 \ud45c\uc900\ud654\ub418\uc5b4 \uc790\ub3d9\uc73c\ub85c \ucc44\uc810\ub429\ub2c8\ub2e4. \uc804\uccb4 \ud504\ub85c\uc138\uc2a4\ub294 \uccab \uc811\ucd09\ubd80\ud130 \uc790\uae08\uc774 \uc785\uae08\ub41c \uacc4\uc88c\uae4c\uc9c0 \uc644\ubcbd\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-management-and-client-portal\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uace0\uac1d \ud3ec\ud138<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \uae30\ub2a5\uc740 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uac1c\ubc1c \uc5c6\uc774\ub3c4 \ud22c\uba85\ud55c \ubcf4\uace0 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d\uc744 \uc704\ud55c \uc2e4\uc2dc\uac04 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2dc\uac01\ud654<\/li>\n\n\n\n<li>\uc131\uacfc \uc5b4\ud2b8\ub9ac\ubdf0\uc158 \ubc0f \ubca4\uce58\ub9c8\ud0b9<\/li>\n\n\n\n<li>\uc548\uc804\ud55c \ubb38\uc11c \uc800\uc7a5 \ubc0f \uacf5\uc720<\/li>\n\n\n\n<li>\uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uace0\uac1d \uac04\uc758 \uc554\ud638\ud654\ub41c \uba54\uc2dc\uc9d5<\/li>\n\n\n\n<li>\uc77c\uc0c1\uc801\uc778 \ubb38\uc758\ub97c \uc704\ud55c \uc140\ud504 \uc11c\ube44\uc2a4 \uc561\uc138\uc2a4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3c5\ub9bd \uace0\ubb38\uc740 \ub9de\ucda4\ud615 \uc2dc\uc2a4\ud15c\uc744 \uad6c\ucd95\ud558\uc9c0 \uc54a\uace0\ub3c4 \ub300\uaddc\ubaa8 \uae30\uad00\uacfc \ub3d9\uc77c\ud55c \ud3ec\ud138 \ud658\uacbd\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \uae30\ub2a5\uc740 \uc77c\uad00\ub41c \uc7a0\uc7ac \uace0\uac1d \ubc0f \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud2b9\uc815 \uace0\uac1d \uc5ec\uc815\uc744 \ud0c0\uac9f\ud305\ud558\ub294 \uc138\ubd84\ud654\ub41c \ucea0\ud398\uc778<\/li>\n\n\n\n<li>\uccab \ud130\uce58\ubd80\ud130 \uc804\ud658\uae4c\uc9c0 \ub9ac\ub4dc \ucd94\uc801<\/li>\n\n\n\n<li>\uace0\uac1d \ud589\ub3d9 \ubc0f \ub0a0\uc9dc\uc5d0 \ub530\ub978 \uc6cc\ud06c\ud50c\ub85c \ud2b8\ub9ac\uac70<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529, \ub9ac\ubdf0 \ubc0f \uc7ac\ucc38\uc5ec\ub97c \uc704\ud55c \uc774\uba54\uc77c \uc2dc\ud000\uc2a4<\/li>\n\n\n\n<li>\uc5b4\ub5a4 \ucf58\ud150\uce20\uc640 \ucc44\ub110\uc774 \uac00\uc7a5 \uc2e4\uc801\uc774 \uc88b\uc740\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc560\ub110\ub9ac\ud2f1\uc2a4<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-hosting-and-data-sovereignty\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ubc0f \ub370\uc774\ud130 \uc8fc\uad8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \uc635\uc158\uc740 \uace0\uac1d \ub370\uc774\ud130\uac00 \uc2a4\uc704\uc2a4 \ubc95\ub960\uc5d0 \ub530\ub77c \ubcf4\ud638\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc774\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4, \uacf5\uacf5 \uae30\uad00\uc758 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \ubc0f \uc8fc\uad8c \uc694\uac74\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4. \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\uc5c5\uc5d0\uac8c\ub294 \uc2e0\ub8b0\uac00 \uac00\uc7a5 \uc911\uc694\ud55c \uc5c5\uacc4\uc5d0\uc11c \uc758\ubbf8 \uc788\ub294 \uacbd\uc7c1 \uc6b0\uc704\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-next-steps\">\ub2e4\uc74c \ub2e8\uacc4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc7ac \uae30\uc220 \uc2a4\ud0dd\uc744 \uac80\ud1a0\ud558\uc138\uc694. \uc5bc\ub9c8\ub098 \ub9ce\uc740 \uac1c\ubcc4 \uc2dc\uc2a4\ud15c\uc744 \uc720\uc9c0 \uad00\ub9ac\ud558\uace0 \uc788\ub294\uc9c0, \uc5bc\ub9c8\ub098 \ub9ce\uc740 \uc218\ub3d9 \uc870\uc815\uc744 \uc218\ud589\ud558\uace0 \uc788\ub294\uc9c0, \ud300\uc774 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\ubcf4\ub2e4 \uad00\ub9ac\uc5d0 \uc5bc\ub9c8\ub098 \ub9ce\uc740 \uc2dc\uac04\uc744 \uc18c\ube44\ud558\ub294\uc9c0 \uace0\ub824\ud558\uc138\uc694. InvestGlass\uc640 \uac19\uc740 \ub3c5\ub9bd\uc801\uc778 \ud50c\ub7ab\ud3fc\uc73c\ub85c \ud1b5\ud569\ud558\uba74 \ub2e4\uc74c \uc131\uc7a5 \ub2e8\uacc4\ub85c \ub098\uc544\uac08 \uc218 \uc788\uc73c\uba70, \ub354 \uc801\uc740 \ube44\uc6a9\uc73c\ub85c \ub354 \ub9ce\uc740 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uba74\uc11c \uc6b0\uc218\ud55c \uc790\uc0b0 \uad00\ub9ac\ub97c \uc815\uc758\ud558\ub294 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-realistically-take-to-build-a-scalable-wealth-management-business\">\ud655\uc7a5 \uac00\ub2a5\ud55c \uc790\uc0b0 \uad00\ub9ac \ube44\uc988\ub2c8\uc2a4\ub97c \uad6c\ucd95\ud558\ub294 \ub370 \ud604\uc2e4\uc801\uc73c\ub85c \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c4\uc815\uc73c\ub85c \ud655\uc7a5 \uac00\ub2a5\ud55c \ubaa8\ub378\uc744 \ub9cc\ub4e4\ub824\uba74 \ubcf4\ud1b5 3~5\ub144 \ub3d9\uc548\uc758 \uc2e0\uc911\ud55c \ub178\ub825\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uccab\ud574\uc5d0\ub294 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8 \uc815\uc758, \ud504\ub85c\uc138\uc2a4 \ubb38\uc11c\ud654, \uae30\ubcf8 \uae30\uc220 \uad6c\ud604\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. 2\ub144\ucc28\uc640 3\ub144\ucc28\uc5d0\ub294 \uae30\uc220 \uad6c\ud604, \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654, \ud300 \uad6c\ucd95\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc774\ud6c4\uc5d0\ub294 \ucd5c\uc801\ud654, \uce21\uc815 \uac1c\uc120, \uc804\ub7b5\uc801 \ud655\uc7a5\uc5d0 \uc9d1\uc911\ud569\ub2c8\ub2e4. \uc774 \ud0c0\uc784\ub77c\uc778\uc744 \uc555\ucd95\ud558\ub824\ub294 \uae30\uc5c5\uc740 \uc885\uc885 \uc555\ubc15\uc5d0 \uc2dc\ub2ec\ub9ac\ub294 \ucde8\uc57d\ud55c \uad6c\uc870\ub97c \ub9cc\ub4e4\uac8c \ub429\ub2c8\ub2e4. \uc778\ub0b4\uc2ec\uacfc \uc77c\uad00\uc131\uc740 \uc11c\ub450\ub974\ub294 \ud601\uc2e0\ubcf4\ub2e4 \uc7a5\uae30\uc801\uc73c\ub85c \ub354 \ub098\uc740 \uc131\uacf5\uc744 \uac00\uc838\ub2e4\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-small-two-or-three-person-advisory-firm-really-scale-without-losing-its-personal-touch\">2~3\uba85\uc73c\ub85c \uad6c\uc131\ub41c \uc18c\uaddc\ubaa8 \uc790\ubb38 \ud68c\uc0ac\uac00 \uac1c\uc778\uc801 \uce5c\ubc00\uac10\uc744 \uc783\uc9c0 \uc54a\uace0 \uaddc\ubaa8\ub97c \ud655\uc7a5\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\uaddc\ubaa8 \ud68c\uc0ac\ub294 \ubc31\uadf8\ub77c\uc6b4\ub4dc \uc791\uc5c5\uc5d0 \uc790\ub3d9\ud654\ub97c \uc0ac\uc6a9\ud558\uc5ec \uaddc\ubaa8\ub97c \ud655\uc7a5\ud558\uba74\uc11c\ub3c4 \uce5c\ubc00\uac10\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\uc815 \uc608\uc57d, \uc54c\ub9bc, \ubb38\uc11c \uc218\uc9d1, \uc77c\uc0c1\uc801\uc778 \ubcf4\uace0\uac00 \ubaa8\ub450 \uc790\ub3d9\uc73c\ub85c \uc774\ub8e8\uc5b4\uc9c0\ubbc0\ub85c \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uac1d\uacfc \uc758\ubbf8 \uc788\ub294 \ub300\ud654\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\uc81c\ub85c \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc0c1\ub2f4\uc0ac\uac00 \uc790\ub3d9\uc73c\ub85c \ud45c\uc2dc\ub418\ub294 \uad00\ub828 \uc815\ubcf4\ub97c \ud1b5\ud574 \ub354 \uc798 \uc900\ube44\ub41c \uc0c1\ud0dc\ub85c \ubbf8\ud305\uc5d0 \uc784\ud560 \uc218 \uc788\uae30 \ub54c\ubb38\uc5d0 \uac1c\uc778\ud654\uac00 \uac1c\uc120\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ud575\uc2ec\uc740 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc774 \uc544\ub2c8\ub77c \uad00\ub9ac \uc5c5\ubb34\ub97c \uc790\ub3d9\ud654\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc989\uac01\uc801\uc778 \uc751\ub2f5 \uc11c\ube44\uc2a4\ub97c \uae30\ub300\ud558\uba70, \uae30\uc220\uc744 \ud1b5\ud574 \uc0c1\ub2f4\uc0ac\uc758 \uc9c0\uce58\uc9c0 \uc54a\uace0\ub3c4 \uc774\ub97c \uc2e4\ud604\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-budget-should-a-firm-allocate-to-technology-when-planning-to-scale\">\uae30\uc5c5\uc774 \ud655\uc7a5\uc744 \uacc4\ud68d\ud560 \ub54c \uae30\uc220\uc5d0 \uc5b4\ub5a4 \uc608\uc0b0\uc744 \ud560\ub2f9\ud574\uc57c \ud560\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc131\uc7a5 \ubaa9\ud45c\uc640 \ud604\uc7ac \uc778\ud504\ub77c\uc5d0 \ub530\ub77c \ub9e4\ucd9c\uc758 3~7%\ub97c \uae30\uc220\uc5d0 \ud560\ub2f9\ud569\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc740 \uc5ec\ub7ec \ud3ec\uc778\ud2b8 \uc194\ub8e8\uc158\uc744 \ub300\uccb4\ud560 \uc218 \uc788\uc73c\uba70, \ubcc4\ub3c4\uc758 CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uc628\ubcf4\ub529 \ubc0f \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\ub97c \uc720\uc9c0\ud558\ub294 \uac83\ubcf4\ub2e4 3\ub144 \ub3d9\uc548 \ucd1d \uae30\uc220 \ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ub354 \uc911\uc694\ud55c \uace0\ub824 \uc0ac\ud56d\uc740 \ud22c\uc790 \uc218\uc775\ub960\uc785\ub2c8\ub2e4. \uae30\uc220 \uc9c0\ucd9c\uc744 \ud1b5\ud574 \uce21\uc815 \uac00\ub2a5\ud55c \uc6a9\ub7c9 \uc99d\uac00, \uad00\ub9ac \uc2dc\uac04 \ub2e8\ucd95, \uace0\uac1d \uacbd\ud5d8 \uac1c\uc120\uc774 \uac00\ub2a5\ud574\uc57c \uc218\uc775 \uc7a0\uc7ac\ub825 \uc131\uc7a5\uc744 \ud1b5\ud574 \ube44\uc6a9\uc744 \uc815\ub2f9\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-better-to-build-custom-systems-or-to-use-an-integrated-platform\">\ub9de\ucda4\ud615 \uc2dc\uc2a4\ud15c\uc744 \uad6c\ucd95\ud558\ub294 \uac83\uc774 \ub354 \ub0ab\ub098\uc694, \uc544\ub2c8\uba74 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud558\ub294 \uac83\uc774 \ub354 \ub0ab\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\uc6a9\uc790 \uc9c0\uc815 \uc2dc\uc2a4\ud15c\uc744 \uad6c\ucd95\ud558\uba74 \ucd5c\ub300\ud55c\uc758 \uc81c\uc5b4 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc \uc720\uc9c0 \uad00\ub9ac \ubd80\ub2f4\uc774 \ucee4\uc9d1\ub2c8\ub2e4. \ubaa8\ub4e0 \uaddc\uc81c \ubcc0\uacbd, \ubcf4\uc548 \uc5c5\ub370\uc774\ud2b8 \ubc0f \uae30\ub2a5 \ud5a5\uc0c1\uc5d0\ub294 \ub0b4\ubd80 \uac1c\ubc1c \ub9ac\uc18c\uc2a4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uaddc\uc81c\ub97c \ubc1b\ub294 \uae30\uc5c5\uc740 \uaddc\uc815\uc744 \uc900\uc218\ud558\uae30 \uc5b4\ub824\uc6b4 \ubcc4\ub3c4\uc758 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \ub3c4\uad6c\ub97c \uc720\uc9c0\ud558\ub294 \uac83\ubcf4\ub2e4 InvestGlass\uc640 \uac19\uc740 \uad6c\uc131 \uac00\ub2a5\ud55c \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud558\ub294 \uac83\uc774 \uc77c\ubc18\uc801\uc73c\ub85c \uc720\ub9ac\ud569\ub2c8\ub2e4. \ucd5c\uc2e0 \ud50c\ub7ab\ud3fc\uc740 \ucf54\ub529\uc774 \uc544\ub2cc \uad6c\uc131\uc744 \ud1b5\ud574 \uad11\ubc94\uc704\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\ubbc0\ub85c \uc9c0\uc18d\uc801\uc778 \uac1c\ubc1c \uc624\ubc84\ud5e4\ub4dc \uc5c6\uc774 \uc720\uc5f0\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc608\uc678\uc801\uc73c\ub85c \uc804\ub2f4 \uae30\uc220 \ud300\uc774 \uc788\uace0 \uae30\uc874 \uc194\ub8e8\uc158\uc73c\ub85c\ub294 \ucda9\uc871\ud560 \uc218 \uc5c6\ub294 \uace0\uc720\ud55c \uc694\uad6c \uc0ac\ud56d\uc774 \uc788\ub294 \ub9e4\uc6b0 \ud070 \uaddc\ubaa8\uc758 \uae30\uad00\uc740 \uc608\uc678\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-cross-border-and-multi-jurisdiction-firms-handle-data-privacy-when-scaling\">\uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \ub2e4\uc911 \uad00\ud560\uad8c \uae30\uc5c5\uc740 \ud655\uc7a5 \uc2dc \ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc\ub97c \uc5b4\ub5bb\uac8c \ucc98\ub9ac\ud560\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uace0 \uba85\ud655\ud55c \ub370\uc774\ud130 \uc0c1\uc8fc \ubc0f \uc561\uc138\uc2a4 \uc81c\uc5b4 \uae30\ub2a5\uc744 \uac16\ucd98 \uc8fc\uad8c \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud558\uba74 \uad6d\uc81c \uc6b4\uc601\uc5d0\uc11c \uaddc\uc815 \uc900\uc218\uac00 \ub354 \uac04\ub2e8\ud574\uc9d1\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uc740 \ub110\ub9ac \uc900\uc218\ub418\uace0 \uc788\uc73c\uba70, \ub9ce\uc740 \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \uace0\uac1d\ub4e4\uc740 \ud2b9\ud788 \uc2a4\uc704\uc2a4 \ubcf4\uad00 \ubc29\uc2dd\uc744 \uc120\ud638\ud569\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc740 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uacfc \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\ub97c \ubaa8\ub450 \uc81c\uacf5\ud558\ubbc0\ub85c \uae30\uc5c5\uc740 \ud574\uc678 \uace0\uac1d\uacfc \uac70\ub798\ud560 \ub54c \uc2a4\uc704\uc2a4 \uaddc\uc815\uacfc \ud574\uc678 \ub370\uc774\ud130 \ubcf4\ud638 \uc81c\ub3c4\ub97c \ubaa8\ub450 \ucda9\uc871\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130 \ud750\ub984, \uc561\uc138\uc2a4 \uc81c\uc5b4 \ubc0f \ucc98\ub9ac \uc704\uce58\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \ubb38\uc11c\ud654\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \uac01 \uc2dc\uc7a5\uc5d0 \ub300\ud574 \ubcc4\ub3c4\uc758 \uc2dc\uc2a4\ud15c\uc744 \uc720\uc9c0 \uad00\ub9ac\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0\uc11c \uaddc\uc815 \uc900\uc218\ub97c \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Scalable wealth management firms use clear client segmentation, standardised service models, and disciplined processes instead of ad hoc work. By defining ideal client profiles and creating distinct service tiers, firms can deliver consistent experiences while handling significantly more clients per advisor. This focus eliminates the chaos that comes from trying to serve everyone with the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47946,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[485,19,95],"class_list":["post-49086","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-ai","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>How to Build a Scalable Wealth Management Business? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore how to build a scalable wealth management practice using technology to enhance client experiences and efficiency.\" \/>\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\/\ud655\uc7a5-\uac00\ub2a5\ud55c-\uc790\uc0b0-\uad00\ub9ac-\ube44\uc988\ub2c8\uc2a4\ub97c-\uad6c\ucd95\ud558\ub294-\ubc29\ubc95\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Build a Scalable Wealth Management Business?\" \/>\n<meta property=\"og:description\" content=\"Scalable wealth management firms use clear client segmentation, standardised service models, and disciplined processes instead of ad hoc work. 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