{"id":49122,"date":"2026-02-16T09:00:00","date_gmt":"2026-02-16T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49122"},"modified":"2026-02-17T05:41:56","modified_gmt":"2026-02-17T04:41:56","slug":"%eb%8d%94-%eb%82%98%ec%9d%80-%ec%9e%ac%eb%ac%b4-%ec%9d%98%ec%82%ac-%ea%b2%b0%ec%a0%95%ec%9d%84-%ec%9c%84%ed%95%b4-crm-%eb%8d%b0%ec%9d%b4%ed%84%b0%eb%a5%bc-%ec%82%ac%ec%9a%a9%ed%95%98%eb%8a%94","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-use-crm-data-for-better-financial-decisions\/","title":{"rendered":"\ub354 \ub098\uc740 \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815\uc744 \uc704\ud574 CRM \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">CRM \ub370\uc774\ud130\uac00 \uc644\uc804\ud558\uace0 \uae68\ub057\ud558\uba70 \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \ud68c\uacc4 \uc2dc\uc2a4\ud15c\uc5d0 \uc5f0\uacb0\ub418\uba74 \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815 \uc5d4\uc9c4\uc774 \ub418\uc5b4 \uae30\uc5c5\uc740 \uc5f0\ub77d\ucc98 \ucd94\uc801\uc744 \ub118\uc5b4 \uc804\ub7b5\uc801 \uc778\ud154\ub9ac\uc804\uc2a4\ub85c \ub098\uc544\uac08 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uae30\uad00\uc740 2024\ub144\uacfc 2025\ub144 \uacc4\ud68d \uc8fc\uae30 \ub3d9\uc548 CRM \uc778\uc0ac\uc774\ud2b8\ub97c \uc0ac\uc6a9\ud558\uc5ec \uac00\uaca9 \ucc45\uc815, \uc704\ud5d8 \ud3c9\uac00, \uc720\ub3d9\uc131 \uacc4\ud68d \ubc0f \uc218\uc775\uc131 \ubd84\uc11d\uc744 \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \uad6d\uc601 CRM\uc778 InvestGlass\ub97c \ud1b5\ud574 \uae30\uc5c5\uc740 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ubcf4\ud638\ubc95 \ubc0f GDPR\uc5d0 \ub530\ub77c \uc2a4\uc704\uc2a4 \ub0b4\uc5d0\uc11c \uace0\uac1d, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc628\ubcf4\ub529 \ub370\uc774\ud130\ub97c \uacb0\ud569\ud558\uc5ec \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uc5d0 \ub530\ub978 \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc81c \uc0ac\uc6a9 \uc0ac\ub840\uc5d0\ub294 \ub3d9\uc801 \uace0\uac1d \uc138\ubd84\ud654, \uc81c\ud488 \uc218\uc775\uc131 \ubd84\uc11d, \ucc28\uc120\ucc45 \ucd94\ucc9c, \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \ud65c\ub3d9\uacfc \ub300\ucc28 \ub300\uc870\ud45c \uacb0\uacfc\ub97c \uc5f0\uacb0\ud558\ub294 \uc2e4\uc2dc\uac04 \uc608\uce21 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 \ud769\uc5b4\uc838 \uc788\ub294 \uae30\ub85d\uc5d0\uc11c \uce21\uc815 \uac00\ub2a5\ud55c \uc7ac\ubb34\uc801 \uac00\uce58\ub97c \uc81c\uacf5\ud558\ub294 \uc758\uc0ac \uacb0\uc815 \ub4f1\uae09\uc758 CRM \ub370\uc774\ud130 \ud504\ub808\uc784\uc6cc\ud06c\ub85c \uc804\ud658\ud558\ub294 \uad6c\uccb4\uc801\uc778 \ub2e8\uacc4\ubcc4 \uacbd\ub85c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-from-relationship-database-to-financial-decision-engine\">\uc18c\uac1c \uc18c\uac1c: \uad00\uacc4 \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc5d0\uc11c \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815 \uc5d4\uc9c4\uc73c\ub85c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uad00\uacc4 \uad00\ub9ac, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ud68c\uacc4\ub97c \uc704\ud55c \ubcc4\ub3c4\uc758 \uc2dc\uc2a4\ud15c\uc744 \uac16\ucd98 2024\ub144\uc758 \ud55c \uc911\uacac \uc2a4\uc704\uc2a4 \uc790\uc0b0 \uad00\ub9ac\uc0ac\ub97c \uc0c1\uc0c1\ud574 \ubcf4\uc138\uc694. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub97c \uc870\uc815\ud558\ub294 \ub370 \uba87 \uc2dc\uac04\uc744 \uc18c\ube44\ud558\uace0 \uc7ac\ubb34 \ucc45\uc784\uc790\ub294 \uace0\uac1d \uc218\uc775\uc131\uc774\ub098 \uac00\uaca9 \ucd5c\uc801\ud654\uc5d0 \ub300\ud55c \uae30\ubcf8\uc801\uc778 \uc9c8\ubb38\uc5d0 \ub2f5\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \uc874\uc7ac\ud558\uc9c0\ub9cc \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\uc5d0 \uac07\ud600 \uc788\uc5b4 \ub204\uad6c\ub3c4 \uc790\uc2e0 \uc788\ub294 \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815\uc5d0 \ud544\uc694\ud55c \uc804\uccb4 \uadf8\ub9bc\uc744 \ubcfc \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34\uc801 \ub9e5\ub77d\uc5d0\uc11c CRM \ub370\uc774\ud130\uc5d0\ub294 \uc5f0\ub77d\ucc98 \uc815\ubcf4\uc640 \ud68c\uc758\ub85d \uc774\uc0c1\uc758 \uac83\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \uc644\uc804\ud55c \uace0\uac1d \ud504\ub85c\ud544, KYC \ubb38\uc11c, \uc0c1\ud638 \uc791\uc6a9 \uae30\ub85d, \ubcf4\uc720 \uc0c1\ud488, \ud604\uae08 \ud750\ub984, \uc11c\ube44\uc2a4 \uc694\uccad, \uace0\uac1d\uc774 \ud68c\uc0ac\uc640 \uc18c\ud1b5\ud558\ub294 \ubc29\uc2dd\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ud589\ub3d9 \ud328\ud134\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uace0\uac1d \ub370\uc774\ud130\uac00 \uc801\uc808\ud558\uac8c \uad6c\uc870\ud654\ub418\uace0 \uc5f0\uacb0\ub418\uba74 \uc815\uc801\uc778 \uad00\uacc4 \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc5d0\uc11c \ub3d9\uc801\uc778 \uc758\uc0ac \uacb0\uc815 \uc5d4\uc9c4\uc73c\ub85c \uc804\ud658\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uae00\uc758 \ubaa9\ud45c\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac, \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 CRM\uacfc \uc7ac\ubb34 \ub370\uc774\ud130\ub97c \uacb0\ud569\ud558\uc5ec \uad00\uacc4, \uc0c1\ud488, \ub300\ucc28 \ub300\uc870\ud45c \uc218\uc900\uc5d0\uc11c \ub354 \ub098\uc740 \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815\uc744 \ub354 \ube60\ub974\uac8c \ub0b4\ub9b4 \uc218 \uc788\ub294 \ubc29\ubc95\uc744 \ubcf4\uc5ec\ub4dc\ub9ac\ub294 \uac83\uc785\ub2c8\ub2e4. \ucd94\uc0c1\uc801\uc778 \uc774\ub860\ubcf4\ub2e4\ub294 2024\ub144 \ubc0f 2025\ub144 \uacc4\ud68d \uc8fc\uae30\uc640 \uc9c1\uc811\uc801\uc778 \uad00\ub828\uc131\uc774 \uc788\ub294 \uad6c\uccb4\uc801\uc778 \uc0ac\ub840\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd9c \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c \uaddc\uce59\uc5d0 \ub530\ub77c \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc5d0\uc11c \uc774\ub7ec\ud55c \ub370\uc774\ud130 \uc694\uc18c\ub97c \ud1b5\ud569\ud558\ub294 \ub370 \uc0ac\uc6a9\ud558\ub294 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc774 \uac00\uc774\ub4dc\uc5d0\uc11c\ub294 \uae30\uc5c5\uc774 InvestGlass\ub97c \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \ucc38\uc5ec\ub97c \uc7ac\ubb34 \uc131\uacfc\ub85c \uc5f0\uacb0\ud558\ub294 \uc758\uc0ac \uacb0\uc815 \ub4f1\uae09\uc758 CRM \uae30\ubc18\uc744 \uad6c\ucd95\ud558\ub294 \ubc29\ubc95\uc744 \ucc38\uc870\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-1-build-a-decision-ready-crm-data-foundation\">1\ub2e8\uacc4: \uc758\uc0ac \uacb0\uc815 \uc900\ube44\ub41c CRM \ub370\uc774\ud130 \uae30\ubc18 \uad6c\ucd95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc758\ubbf8 \uc788\ub294 \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9ac\ub824\uba74 \ud769\uc5b4\uc838 \uc788\ub294 \uc5f0\ub77d\ucc98 \uba54\ubaa8\uc640 \ube44\uacf5\uc2dd\uc801\uc778 \uad00\uacc4 \ucd94\uc801\ubfd0 \uc544\ub2c8\ub77c CRM \uc2dc\uc2a4\ud15c\uc5d0 \uc815\ud655\ud558\uace0 \uad6c\uc870\ud654\ub41c \uad8c\ud55c\uc774 \ubd80\uc5ec\ub41c \ub370\uc774\ud130\uac00 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc2e4\ud589 \uac00\ub2a5\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \ucd94\ucd9c\ud558\ub824\uba74 \uba3c\uc800 \ub370\uc774\ud130 \uae30\ubc18\uc774 \uc218\ud589\ud558\ub824\ub294 \ubd84\uc11d\uc744 \uc9c0\uc6d0\ud558\ub294\uc9c0 \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \ubd84\uc57c\uc758 \uace0\ud488\uc9c8 CRM \ub370\uc774\ud130 \uc138\ud2b8\uc5d0\ub294 \uba87 \uac00\uc9c0 \ud544\uc218 \uad6c\uc131 \uc694\uc18c\uac00 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uce74\ud14c\uace0\ub9ac<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud575\uc2ec \uc694\uc18c<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \ud504\ub85c\ud544<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc644\uc804\ud55c KYC \ud504\ub85c\ud544, \uc704\ud5d8 \ud504\ub85c\ud544, \ud22c\uc790 \ubaa9\ud45c, \ubb38\uc11c\ud654\ub41c \uc120\ud638 \uc0ac\ud56d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uad00\uacc4 \uacc4\uce35 \uad6c\uc870<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac00\uad6c \uad6c\uc870, \ubc95\uc778 \uad00\uacc4, \uc218\uc775\uc801 \uc18c\uc720\uad8c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\uc0b0 \ubcf4\uc720, \ud3c9\uac00, \uc131\uacfc \ub0b4\uc5ed, \uc704\uc784 \uc720\ud615<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc0c1\ud638\uc791\uc6a9 \uae30\ub85d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d, \ud68c\uc758 \ub178\ud2b8, \uc11c\ube44\uc2a4 \uc694\uccad, \ucea0\ud398\uc778 \uc751\ub2f5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc7ac\ubb34 \uc9c0\ud45c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc218\uc775 \uadc0\uc18d, \uc218\uc218\ub8cc \uad6c\uc870, \uc11c\ube44\uc2a4 \ube44\uc6a9, \uc218\uc775\uc131 \uc9c0\ud45c<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144\uc5d0 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c, \uc774\uba54\uc77c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc758 \ub370\uc774\ud130\ub97c InvestGlass\ub85c \ud1b5\ud569\ud55c \uc2a4\uc704\uc2a4\uc758 \ud55c \ud504\ub77c\uc774\ube57 \ubc45\ud06c\ub97c \uc608\ub85c \ub4e4\uc5b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uc774\uc804\uc5d0\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ucd5c\uadfc \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9\uacfc \ud568\uaed8 \ucd1d \uad00\uacc4 \uac00\uce58\ub97c \ud655\uc778\ud560 \ubc29\ubc95\uc774 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \ud1b5\ud569 \ud6c4\uc5d0\ub294 \uc218\uc218\ub8cc \uc218\uc775\uc774 \ud06c\uc9c0 \uc54a\uc740 \ud2b9\uc815 \uace0\uac1d\uc774 \uc2e4\uc81c\ub85c\ub294 \uac00\uc7a5 \ucc38\uc5ec\ub3c4\uac00 \ub192\uc740 \uace0\uac1d\uc774\ub77c\ub294 \uc0ac\uc2e4\uc744 \ud30c\uc545\ud558\uc5ec \uad00\uacc4 \ud655\uc7a5\uc758 \uae30\ud68c\ub97c \ud3ec\ucc29\ud560 \uc218 \uc788\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30\uc11c \ud45c\uc900 \ub370\uc774\ud130 \ubaa8\ub378\uc740 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uace0\uac1d, \uac00\uad6c, \ubc95\uc778, \uacc4\uc815, \uc0c1\ud488\uc774 \uc77c\uad00\ub41c \uad6c\uc870\ub97c \ub530\ub97c \ub54c \uc870\uc9c1 \uc804\uccb4\uc5d0\uc11c \uc218\uc775, \ube44\uc6a9, \uc704\ud5d8 \uc218\uce58\ub97c \uc548\uc815\uc801\uc73c\ub85c \uc5f0\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc77c\uad00\uc131\uc774 \uc5c6\uc73c\uba74 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc9d1\uacc4\ud558\uae30 \uc5b4\ub835\uace0 \uc804\ub7b5\uc801 \uc758\uc0ac \uacb0\uc815\uc5d0 \uc2e0\ub8b0\ud560 \uc218 \uc5c6\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9e4\uc8fc \ub610\ub294 \ub9e4\uc77c \ub370\uc774\ud130 \ud488\uc9c8 \ub8e8\ud2f4\uc744 \uc2e4\ud589\ud558\uc5ec \ubcf4\uace0\uc11c\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uae30 \uc804\uc5d0 \ubb38\uc81c\ub97c \ud30c\uc545\ud574\uc57c \ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ubb38\uc81c\ub85c\ub294 \ub204\ub77d\ub41c \uc704\ud5d8 \ub4f1\uae09, \uc798\ubabb\ub41c \uc5f0\ub77d\ucc98 \uc138\ubd80 \uc815\ubcf4, \uc77c\uad00\ub418\uc9c0 \uc54a\uc740 \ud1b5\ud654 \ud544\ub4dc \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc790\ub3d9\ud654\ub41c \uc720\ud6a8\uc131 \uac80\uc0ac\ub294 \uc774\ub7ec\ud55c \uaca9\ucc28\ub97c \ud45c\uc2dc\ud558\uc5ec \uc6b4\uc601 \ud300\uc774 \uc911\uc694\ud55c \ubcf4\uace0 \uae30\uac04\uc5d0 \uc624\ub958\ub97c \ubc1c\uacac\ud558\ub294 \ub300\uc2e0 \uc0ac\uc804\uc5d0 \ubb38\uc81c\ub97c \ud574\uacb0\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-2-connect-crm-data-with-financial-and-risk-systems\">2\ub2e8\uacc4: CRM \ub370\uc774\ud130\uc640 \uc7ac\ubb34 \ubc0f \ub9ac\uc2a4\ud06c \uc2dc\uc2a4\ud15c \uc5f0\uacb0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uad00\uacc4 \uad00\ub9ac\ub9cc\uc73c\ub85c\ub294 \uc7ac\ubb34\uc801 \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. CRM\uc774 \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uc7ac\ubb34 \ubc0f \ud68c\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \ud1b5\ud569\ub418\uc5b4 \uac01 \uace0\uac1d \uad00\uacc4\uc640 \uadf8 \uc7ac\ubb34\uc801 \uc601\ud5a5\uc5d0 \ub300\ud55c \ud1b5\ud569\ub41c \ubdf0\ub97c \uc0dd\uc131\ud560 \ub54c \uc9c4\uc815\ud55c \ud798\uc744 \ubc1c\ud718\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uae30\uc220 \uc544\ud0a4\ud14d\ucc98\uc758 \uc911\uc2ec\uc5d0 \uc704\uce58\ud558\uc5ec \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 \ubcf4\uc548 API\ub97c \uc0ac\uc6a9\ud558\uc5ec Avaloq, Temenos \ub610\ub294 \ub3c5\uc810 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc5d4\uc9c4\uacfc \uac19\uc740 \uc2dc\uc2a4\ud15c\uacfc \ub370\uc774\ud130\ub97c \ub3d9\uae30\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc2dc\uc2a4\ud15c \uac04\uc5d0 \uc218\ub3d9\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc785\ub825\ud560 \ud544\uc694\uac00 \uc5c6\uc73c\uba70 \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \uc7ac\ubb34\ud300\uc774 \ub3d9\uc77c\ud55c \ub370\uc774\ud130 \uc18c\uc2a4\ub97c \uae30\ubc18\uc73c\ub85c \uc791\uc5c5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \ud1b5\ud569\uc5d0\ub294 \uba87 \uac00\uc9c0 \uad6c\uccb4\uc801\uc778 \ub370\uc774\ud130 \ud750\ub984\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2dc\uc2a4\ud15c\uc5d0\uc11c CRM\uc73c\ub85c \uac00\uc838\uc628 \uc77c\uc77c \ud3ec\uc9c0\uc158 \ubc0f \ud3c9\uac00\uc561<\/li>\n\n\n\n<li>\ud68c\uacc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0\uc11c \uc218\uc218\ub8cc, \ucee4\ubbf8\uc158 \ubc0f \uac70\ub798 \ube44\uc6a9 \uc77c\uad04 \uac00\uc838\uc624\uae30<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uc704\ud5d8 \uc810\uc218, \uc2e0\uc6a9 \ub4f1\uae09 \ub610\ub294 \ub4f1\uae09 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc758 \uc57c\uac04 \uc5c5\ub370\uc774\ud2b8<\/li>\n\n\n\n<li>\uc5f0\uacb0\ub41c \ubaa8\ub4e0 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc8fc\uc694 \uc784\uacc4\uac12\uc774 \uc704\ubc18\ub418\uba74 \uc2e4\uc2dc\uac04 \uc54c\ub9bc \uc81c\uacf5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc5f0\uacb0\uc774 \uad6c\ucd95\ub418\uba74 \uc7ac\ubb34\ud300\uc740 \uace0\uac1d \uc218\uc900\uc758 \uc218\uc775\uc131, \uc81c\ud488 \ub9c8\uc9c4, \ud604\uae08 \ud750\ub984 \uc77c\uc815\uc744 CRM \ub300\uc2dc\ubcf4\ub4dc\uc5d0\uc11c \ubc14\ub85c \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub354 \uc774\uc0c1 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc744 \uc870\uc815\ud560 \ud544\uc694\uac00 \uc5c6\uc73c\ubbc0\ub85c \uc624\ub958\uac00 \uc904\uc5b4\ub4e4\uace0 \uc758\uc0ac \uacb0\uc815 \uc8fc\uae30\uac00 \ube68\ub77c\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf4\ud5d8\uc0ac\uac00 \ud1b5\ud569 CRM \ubc0f \uc815\ucc45 \uad00\ub9ac \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc138\uadf8\uba3c\ud2b8\ubcc4\ub85c \uc5b8\ub354\ub77c\uc774\ud305 \uc131\ud5a5\uc744 \uc870\uc815\ud558\ub294 2025\ub144 \uc2dc\ub098\ub9ac\uc624\ub97c \uc0dd\uac01\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \ub9ac\uc2a4\ud06c \ud300\uc740 CRM\uc5d0 \uc800\uc7a5\ub41c \uace0\uac1d \ucc38\uc5ec \ud328\ud134\uacfc \ud568\uaed8 \uccad\uad6c \ube48\ub3c4\uc5d0 \ub300\ud55c \uacfc\uac70 \ub370\uc774\ud130\ub97c \ubd84\uc11d\ud558\uc5ec \ud2b9\uc815 \uc138\uadf8\uba3c\ud2b8\uc5d0\uc11c \ucc38\uc5ec\ub3c4\uac00 \ub192\uc740 \ubcf4\ud5d8 \uacc4\uc57d\uc790\uc758 \uc190\ud574\uc728\uc774 \ud6e8\uc52c \ub354 \ub192\ub2e4\ub294 \uc0ac\uc2e4\uc744 \ud30c\uc545\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc0ac\uc774\ud2b8\ub294 \uac00\uaca9 \uacb0\uc815\uacfc \ub2e4\uc74c\uc744 \uc704\ud55c \uc815\ubcf4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5949\">\ub9c8\ucf00\ud305<\/a> \uac00\uc7a5 \uc218\uc775\uc131\uc774 \ub192\uc740 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub9ac\uc18c\uc2a4\ub97c \ud560\ub2f9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs.png\" alt=\"\uc18c\uaddc\ubaa8 \ube44\uc988\ub2c8\uc2a4 \uc694\uad6c \uc0ac\ud56d\uc744 \uc704\ud55c InvestGlass CRM\" class=\"wp-image-44219\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs-300x225.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs-768x576.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\uc18c\uaddc\ubaa8 \ube44\uc988\ub2c8\uc2a4 \uc694\uad6c \uc0ac\ud56d\uc744 \uc704\ud55c InvestGlass CRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-3-use-crm-data-to-improve-client-level-financial-decisions\">3\ub2e8\uacc4: CRM \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \uc218\uc900\uc758 \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815 \uac1c\uc120\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815\uc5d0 CRM \ub370\uc774\ud130\ub97c \uac00\uc7a5 \uba3c\uc800 \uc801\uc6a9\ud558\ub294 \uacf3\uc740 \uc7ac\ubb34 \uc124\uacc4\uc0ac\uac00 \ub9e4\uc77c \uc5c5\ubb34\ub97c \uc218\ud589\ud558\ub294 \ub2e8\uc77c \uace0\uac1d \ub610\ub294 \uac00\uad6c \uc218\uc900\uc785\ub2c8\ub2e4. \ubc14\ub85c \uc5ec\uae30\uc5d0\uc11c \uace0\uac1d \uc778\uc0ac\uc774\ud2b8 \uac1c\uc120\uc774 \uace0\uac1d \uad00\uacc4 \uac1c\uc120\uacfc \ube44\uc988\ub2c8\uc2a4 \uc131\uacfc \ud5a5\uc0c1\uc73c\ub85c \uc9c1\uacb0\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144\uacfc 2025\ub144\uc758 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud1b5\ud569 CRM \ub370\uc774\ud130\uc758 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\ub294 \uba87 \uac00\uc9c0 \uc911\uc694\ud55c \uc758\uc0ac \uacb0\uc815\uc5d0 \uc9c1\uba74\ud558\uac8c \ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc644\uc804\ud55c \uc704\ud5d8 \ud504\ub85c\ud544\uacfc \uacfc\uac70 \uc120\ud638\ub3c4\ub97c \uae30\ubc18\uc73c\ub85c \ud55c \ud22c\uc790 \uc81c\uc548\uc11c \uac1c\ubc1c<\/li>\n\n\n\n<li>\uad00\uacc4 \uc218\uc775\uc131 \ubc0f \ud589\ub3d9 \ud328\ud134\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \uc2e0\uc6a9 \ud55c\ub3c4 \uc870\uc815<\/li>\n\n\n\n<li>\uc2e4\uc81c \uc11c\ube44\uc2a4 \ube44\uc6a9\uacfc \uace0\uac1d \uac00\uce58\ub97c \ubc18\uc601\ud55c \uc790\ubb38 \uc704\uc784 \uac00\uaca9 \ucc45\uc815<\/li>\n\n\n\n<li>\ucc38\uc5ec \ub3d9\ud5a5 \ubc0f \uc218\uc775 \uc7a0\uc7ac\ub825\uc744 \uae30\ubc18\uc73c\ub85c \ud64d\ubcf4 \ud65c\ub3d9\uc758 \uc6b0\uc120\uc21c\uc704 \uc9c0\uc815<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uc774\ub825\uc744 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc \ubc0f \uc704\ud5d8 \ud504\ub85c\ud544 \ub370\uc774\ud130\uc640 \uacb0\ud569\ud558\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ubcf4\ub2e4 \uc801\ud569\ud55c \uc0c1\ud488\uc744 \ucd94\ucc9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uace0\uac1d \uc11c\ube44\uc2a4\ub97c \ud5a5\uc0c1\uc2dc\ud0ac \ubfd0\ub9cc \uc544\ub2c8\ub77c \uae08\uc735 \uae30\uad00\uc758 \uaddc\uc81c \ubc0f \ud3c9\ud310\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ubd88\uc644\uc804 \ud310\ub9e4\uc758 \uc704\ud5d8\ub3c4 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c\uc740 \uc2e4\uc81c \uc218\uce58 \uc608\uc2dc\uc785\ub2c8\ub2e4. \ud55c \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \ud68c\uc758 \ube48\ub3c4, \uad00\ub9ac \uc694\uccad, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc758 \ubcf5\uc7a1\uc131\uc744 \uae30\uc900\uc73c\ub85c \ubc18\ubcf5 \uc218\uc218\ub8cc \uc218\uc775\uc744 \uacc4\uc0b0\ud558\uace0 \uace0\uac1d\ub2f9 \uc11c\ube44\uc2a4 \ube44\uc6a9\uc744 \ucd94\uc815\ud569\ub2c8\ub2e4. \ubd84\uc11d \uacb0\uacfc<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8 \uacc4\uce35<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc5f0\uac04 \uc218\uc775<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc11c\ube44\uc2a4 \ube44\uc6a9<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc21c\uc774\uc775<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \ube44\uc728<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc218\uc775\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CHF 15,000 \uc774\uc0c1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CHF 5,000 \ubbf8\ub9cc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CHF 10,000 \uc774\uc0c1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>25%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud55c\uacc4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CHF 8,000 ~ 15,000<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CHF 5,000 ~ 8,000<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CHF 0 ~ 7,000<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>45%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc190\uc2e4 \ucc98\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CHF 8,000 \ubbf8\ub9cc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CHF 8,000 \uc774\uc0c1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubd80\uc815\uc801<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>30%<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc138\ubd84\ud654\ub294 \uc218\uc775\uc131 \uc788\ub294 \uace0\uac1d\uc744 \uc704\ud55c \ub9de\ucda4\ud615 \uc11c\ube44\uc2a4 \ubc0f \uc120\uc81c\uc801 \uc9c0\uc6d0, \ud55c\uacc4 \uad00\uacc4\uc5d0 \ub300\ud55c \ud6a8\uc728\uc131 \uac1c\uc120, \uc190\uc2e4\uc774 \ubc1c\uc0dd\ud558\ub294 \uacc4\uc815\uc5d0 \ub300\ud55c \uc218\uc218\ub8cc \ub17c\uc758 \ub610\ub294 \uc11c\ube44\uc2a4 \ubaa8\ub378 \ubcc0\uacbd \ub4f1 \ub2e4\uc591\ud55c \uc804\ub7b5\uc744 \ucd94\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc774 \ubaa9\ud45c \uc218\uc775\uc131 \uc784\uacc4\uac12 \uc544\ub798\ub85c \ub5a8\uc5b4\uc9c0\uac70\ub098 \ud604\uae08 \uc794\uace0\uac00 \uc815\uc758\ub41c \uc720\ud734 \ud604\uae08 \ube44\uc728\uc744 \ucd08\uacfc\ud558\uba74 InvestGlass \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0\uc11c \uc790\ub3d9 \uc54c\ub9bc\uc744 \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc54c\ub9bc\uc744 \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc791\uc740 \ubb38\uc81c\uac00 \uc2ec\uac01\ud55c \ubb38\uc81c\ub85c \ubc1c\uc804\ud558\uae30 \uc804\uc5d0 \uc870\uce58\ub97c \ucde8\ud560 \uc218 \uc788\uc5b4 \uc804\uccb4 \uace0\uac1d \uad00\ub9ac\ub97c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-4-portfolio-and-product-decisions-informed-by-crm-insights\">4\ub2e8\uacc4: CRM \uc778\uc0ac\uc774\ud2b8\uc5d0 \uae30\ubc18\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uc81c\ud488 \uacb0\uc815<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\ubcc4 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9\uc744 \ub118\uc5b4\uc11c\uc11c \uc9d1\uacc4\ub41c CRM \ub370\uc774\ud130\ub294 \ud68d\ub4dd \ube44\uc6a9, \uc11c\ube44\uc2a4 \uac15\ub3c4 \ubc0f \uc774\ud0c8\uc744 \uace0\ub824\ud558\uba74 \uc5b4\ub5a4 \uc0c1\ud488\uacfc \uc758\ubb34\uac00 \uc9c4\uc815\uc73c\ub85c \uc218\uc775\uc131\uc774 \uc788\ub294\uc9c0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubd84\uc11d\uc740 \uc885\uc885 \ud5e4\ub4dc\ub77c\uc778 \uc218\uc218\ub8cc\uc728\uc5d0\ub9cc \uadfc\uac70\ud55c \uc9c1\uad00\uacfc \uc0c1\ubc18\ub418\ub294 \ub180\ub77c\uc6b4 \uacb0\uacfc\ub97c \ub0b3\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc720\ud615, \uc704\uc784 \uc720\ud615 \ubc0f CRM \ub0b4 \uc704\ud5d8 \ub4f1\uae09\ubcc4\ub85c \uace0\uac1d\uc744 \uadf8\ub8f9\ud654\ud55c \ub2e4\uc74c \ud574\ub2f9 \uadf8\ub8f9 \uac04\uc758 \uc2e4\ud604 \ub9c8\uc9c4, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc \ubc0f \uc720\uc9c0\uc728\uc744 \ube44\uad50\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc608\uce21 \ubd84\uc11d\uc740 \uc774 \ubd84\uc11d\uc744 \ud655\uc7a5\ud558\uc5ec \uace0\uac1d \ud589\ub3d9 \ud328\ud134\uc744 \uae30\ubc18\uc73c\ub85c \ubbf8\ub798\uc758 \uc218\uc775\uc131\uc744 \uc608\uce21\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144\uc758 \ud55c \uc608\uac00 \uadf8 \uac00\uce58\ub97c \uc798 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ud55c \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \ub0ae\uc740 \uc218\uc218\ub8cc\uc758 \uc77c\uc784\ud615 \uc77c\uc784\uacfc \ub192\uc740 \uc218\uc218\ub8cc\uc758 \uccb4\uacb0 \uc804\uc6a9 \uc11c\ube44\uc2a4 \ub450 \uac00\uc9c0 \uc778\uae30 \uc0c1\ud488\uc744 \ube44\uad50\ud588\uc2b5\ub2c8\ub2e4. \ucd08\uae30 \ubd84\uc11d\uc5d0\uc11c\ub294 \ucd1d\uc218\uc775\uc744 \uae30\uc900\uc73c\ub85c \ud55c \uccb4\uacb0 \uc804\uc6a9 \uc0c1\ud488\uc774 \uc720\ub9ac\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uac70\ub798 \uc9c0\uc6d0, \ubcf4\uace0 \uc694\uccad, \uad00\uacc4 \uad00\ub9ac\uc790 \uc2dc\uac04\uc744 \ud3ec\ud568\ud55c \uc11c\ube44\uc2a4 \ube44\uc6a9\uc774 \uc644\uc804\ud788 \ud560\ub2f9\ub418\uc5c8\uc744 \ub54c \uc77c\uc784 \uc218\uc218\ub8cc\uac00 \ud6e8\uc52c \ub354 \ub192\uc740 \uc21c \ub9c8\uc9c4\uc744 \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc77c\uc784 \uace0\uac1d\uc758 \uc720\uc9c0\uc728\uc740 \ud3c9\uade0 92%\ub85c \uccb4\uacb0 \uc804\uc6a9 \uace0\uac1d\uc758 78%\ubcf4\ub2e4 \ub192\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \ud1b5\ud574 \uc774 \ud68c\uc0ac\ub294 \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \ucea0\ud398\uc778\uc744 \uc2e4\ud589 \uc804\uc6a9 \uc0c1\ud488\uc5d0\uc11c \ub9ac\uc2a4\ud06c \uc870\uc815 \uacbd\uc81c\uc131\uc774 \ub354 \ub6f0\uc5b4\ub09c \uc7ac\ub7c9 \uc704\uc784\uc73c\ub85c \uc804\ud658\ud560 \uc218 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uace0\uac1d \ud655\ubcf4 \ub178\ub825\uc740 \ub354 \ub192\uc740 \ub9ac\ud150\uc158 \uc0c1\ud488\uc744 \ucc44\ud0dd\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc740 \uc7a0\uc7ac \uace0\uac1d\uc5d0 \uc9d1\uc911\ud558\uc5ec \ub354\uc6b1 \uc804\ub7b5\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc775\uc131 \uc678\uc5d0\ub3c4 CRM \uc5f0\ub3d9 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30\ub294 \uc0c1\ud488 \ub9ac\uc2a4\ud06c \uc9d1\uc911\ub3c4 \ubaa8\ub2c8\ud130\ub9c1\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc7ac\ubb34 \ubc0f \ub9ac\uc2a4\ud06c \ud300\uc740 \ubd80\ubb38\ubcc4, \ud1b5\ud654\ubcc4 \uc775\uc2a4\ud3ec\uc800\ub97c \ucd94\uc801\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5950\">ESG<\/a> \uc810\uc218 \ub610\ub294 \uc804\uccb4 \uace0\uac1d \uae30\ubc18\uc5d0 \uac78\uccd0 \ub2e4\ub978 \ucc28\uc6d0\uc73c\ub85c \uce21\uc815\ud569\ub2c8\ub2e4. \uc9d1\uc911\ub3c4\uac00 \ub0b4\ubd80 \ud55c\ub3c4\ub97c \ucd08\uacfc\ud558\uba74 \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\uac00 \uaddc\uc81c \ub610\ub294 \ub0b4\ubd80 \uc815\ucc45 \uc704\ubc18\uc774 \ubc1c\uc0dd\ud558\uae30 \uc804\uc5d0 \uac80\ud1a0 \ubc0f \uc54c\ub9bc\uc744 \ud2b8\ub9ac\uac70\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-5-forecasting-revenue-liquidity-and-capital-with-crm-data\">5\ub2e8\uacc4: CRM \ub370\uc774\ud130\ub85c \ub9e4\ucd9c, \uc720\ub3d9\uc131 \ubc0f \uc790\ubcf8 \uc608\uce21\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub370\uc774\ud130\ub294 \uc7ac\ubb34 \ub9ac\ub354\uac00 \ud68c\uacc4 \uc218\uce58\ub9cc\uc73c\ub85c\ub294 \uc54c \uc218 \uc5c6\ub294 \ub9e4\ucd9c\uacfc \uc720\ub3d9\uc131\uc744 \uc870\uae30\uc5d0 \uc608\uce21\ud560 \uc218 \uc788\ub294 \uc120\ud589 \uc9c0\ud45c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc7ac\ubb34 \ubcf4\uace0\ub294 \uc5b4\ub5a4 \uc77c\uc774 \uc77c\uc5b4\ub0ac\ub294\uc9c0 \uc54c\ub824\uc8fc\uc9c0\ub9cc, CRM \ub370\uc774\ud130\ub294 \uc5b4\ub5a4 \uc77c\uc774 \uc77c\uc5b4\ub0a0 \uac00\ub2a5\uc131\uc774 \uc788\ub294\uc9c0 \uc54c\ub824\uc8fc\ubbc0\ub85c \uae30\uc5c5\uc740 \uc0ac\uc804\uc5d0 \uacc4\ud68d\uc744 \uc138\uc6b8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc5d0 \uae30\ub85d\ub41c \uae30\ud68c \ud30c\uc774\ud504\ub77c\uc778, \uc704\uc784 \uac31\uc2e0, \uc608\uc0c1 \uc720\uc785 \ub610\ub294 \uc720\ucd9c\uc744 \ud1b5\ud574 \ud5a5\ud6c4 6~12\uac1c\uc6d4 \ub3d9\uc548\uc758 \uc6d4\ubcc4 \uc218\uc775 \uc608\uce21\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uc7ac\ubb34 \uacc4\ud68d\uc744 \ud6c4\ud5a5\uc801 \ubd84\uc11d\uc5d0\uc11c \ubbf8\ub798 \uc9c0\ud5a5\uc801 \uc804\ub7b5\uc73c\ub85c \uc804\ud658\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 \uc2a4\uc704\uc2a4 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 InvestGlass\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub2e4\uc74c\uc744 \uae30\ubc18\uc73c\ub85c \uc2dc\ub098\ub9ac\uc624\ub97c \ubaa8\ub378\ub9c1\ud55c\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub2e4\uc591\ud55c \ud30c\uc774\ud504\ub77c\uc778 \ub2e8\uacc4\ubcc4 \uc7a0\uc7ac \uace0\uac1d\uc758 \uc804\ud658\uc728<\/li>\n\n\n\n<li>\uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ubcc4 \uc2e0\uaddc \uc704\uc784\uc5d0 \ub300\ud55c \ud3c9\uade0 \ud2f0\ucf13 \ud06c\uae30<\/li>\n\n\n\n<li>\uacfc\uac70 \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \ud55c \uc2dc\uc98c\ubcc4 \uc0c1\ud658 \ud328\ud134<\/li>\n\n\n\n<li>\uace0\uac1d \ucc38\uc5ec \uc810\uc218\uc5d0 \ub530\ub978 \uc704\uc784 \uac31\uc2e0 \ud655\ub960 \uc815\ubcf4 \uc81c\uacf5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34\ud300\uc740 \uc774\ub7ec\ud55c \ub9e4\uac1c\ubcc0\uc218\ub97c \uc870\uc815\ud558\uc5ec \uc2dc\uc2a4\ud15c\uc5d0 \ubb38\uc11c\ud654\ub41c \uba85\ud655\ud55c \uac00\uc815\uc744 \ubc14\ud0d5\uc73c\ub85c \ub099\uad00\uc801, \uae30\uc900\uc120, \ube44\uad00\uc801 \uc218\uc775 \uc608\uce21\uc744 \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub370\uc774\ud130 \uae30\ubc18 \uc811\uadfc \ubc29\uc2dd\uc740 \uc9c1\uac10\uc744 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \ud14c\uc2a4\ud2b8\ud558\uace0 \uac1c\uc120\ud560 \uc218 \uc788\ub294 \uad6c\uc870\ud654\ub41c \ubd84\uc11d\uc73c\ub85c \ub300\uccb4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \ubc0f ALM \ud300\ub3c4 \uc720\uc0ac\ud55c \uc608\uce21 \uae30\ub2a5\uc758 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc790\uae08 \uc720\uc785 \ubc0f \uc720\ucd9c \uc2dc\uae30\uac00 \uc790\ubcf8 \ud6a8\uc728\uc131\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc815\uae30\uc608\uae08\uacfc \uad6c\uc870\ud654 \uc0c1\ud488\uc758 \uacbd\uc6b0 CRM\uc758 \uc608\uc0c1 \uace0\uac1d \ud750\ub984\uc744 \ud1b5\ud574 \uc720\ub3d9\uc131 \ubc84\ud37c\uc640 \uc790\uae08 \uc870\ub2ec \uacc4\ud68d\uc744 \uad6c\uccb4\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM \uae30\ubc18 \uc608\uce21\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \ub370\uc774\ud130 \uc561\uc138\uc2a4\ub97c \ud1b5\ud574 \uc7ac\ubb34\ud300\uc740 \uace0\uac1d \ud589\ub3d9 \ud328\ud134\uc758 \ubcc0\ud654\uc5d0 \ub530\ub77c \ud3ec\uc9c0\uc158\uc744 \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA \uac10\ub3c5 \uae30\uad00\uc758 \uaddc\uc81c \uae30\uad00\uacfc \ub0b4\ubd80 \ub9ac\uc2a4\ud06c \uc704\uc6d0\ud68c\ub294 \uc7ac\ubb34 \uc608\uce21\uc758 \uadfc\uac70\uac00 \ub418\ub294 \ubb38\uc11c\ud654\ub41c \uac00\uc815\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. CRM \uae30\ubc18 \uc608\uce21\uc740 \uc608\uce21\uc744 \uc0dd\uc131\ud558\ub294 \ub370 \uc0ac\uc6a9\ub41c \uace0\uac1d \uc815\ubcf4 \ubc0f \uacfc\uac70 \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uc99d\uac70\uc640 \ud568\uaed8 \uc774\ub7ec\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub294 \uac10\uc0ac \ucd94\uc801\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-6-risk-management-and-compliance-decisions-based-on-crm-data\">6\ub2e8\uacc4: CRM \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \ud55c \ub9ac\uc2a4\ud06c \uad00\ub9ac \ubc0f \uaddc\uc815 \uc900\uc218 \uacb0\uc815<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uc740 \ub2e8\uc21c\ud55c \uc601\uc5c5 \ub3c4\uad6c\uac00 \uc544\ub2c8\ub77c \uc911\uc694\ud55c \ub9ac\uc2a4\ud06c \ubc0f \uaddc\uc815 \uc900\uc218 \ub370\uc774\ud130 \uc138\ud2b8\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. \uc774\ub294 \uae30\uc5c5\uc774 \uace0\uac1d\uc744 \uc774\ud574\ud558\uace0 \uc801\uc808\ud55c \ud1b5\uc81c \uc7a5\uce58\ub97c \uac16\ucd94\uace0 \uc788\uc74c\uc744 \uc785\uc99d\ud574\uc57c \ud558\ub294 \uc720\ub7fd \ubc0f \uc2a4\uc704\uc2a4 \uaddc\uc815 \ud558\uc5d0\uc11c \ud2b9\ud788 \uadf8\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc5d0 \uc800\uc7a5\ub41c \uc628\ubcf4\ub529, KYC, \uc801\ud569\uc131 \uae30\ub85d\uc740 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc804\ubc18\uc5d0 \uac78\uccd0 \ub9ac\uc2a4\ud06c \uae30\ubc18 \uc758\uc0ac\uacb0\uc815\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uba74 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uc704\ud5d8 \uad00\ud560 \uc9c0\uc5ed\uc5d0 \ub300\ud55c \uac70\ub798 \ud55c\ub3c4 \uac15\ud654<\/li>\n\n\n\n<li>\uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c\uc5d0 \ub300\ud55c \ubaa8\ub2c8\ud130\ub9c1 \uac15\ud654<\/li>\n\n\n\n<li>\ubcf5\uc7a1\ud55c \uc218\uc775 \uc18c\uc720 \uad6c\uc870\ub97c \uac00\uc9c4 \uace0\uac1d\uc744 \uc704\ud574 \uc870\uc815\ub41c \uc11c\ube44\uc2a4 \ubaa8\ub378<\/li>\n\n\n\n<li>\uc784\uc758\uc801\uc778 \ud0c0\uc784\ub77c\uc778\uc774 \uc544\ub2cc \uc704\ud5d8 \ubd84\ub958\uc5d0 \uae30\ubc18\ud55c \uc815\uae30 \uac80\ud1a0 \uc77c\uc815<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144\uc758 \ubaa8\ub2c8\ud130\ub9c1 \ud328\ud134\uc744 \uc0b4\ud3b4\ubcf4\uba74 \ud2b9\uc815 \ud589\ub3d9\uc774 \uaddc\uc815 \uc900\uc218 \ubb38\uc81c\uc5d0 \uc9c0\uc18d\uc801\uc73c\ub85c \uc120\ud589\ud558\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \ube44\uc815\uc0c1\uc801\uc73c\ub85c \ube48\ubc88\ud55c \uc8fc\uc18c \ubcc0\uacbd, \uba85\uc2dc\ub41c \uc7ac\uc0b0 \ucd9c\ucc98\uc640 \uc77c\uce58\ud558\uc9c0 \uc54a\ub294 \uace0\uc561 \ud604\uae08 \uac70\ub798, \uc608\uc0c1\uce58 \ubabb\ud55c \uad6d\uacbd \uac04 \ud65c\ub3d9 \ub4f1\uc774 \ud3ec\ud568\ub418\uc5c8\uc2b5\ub2c8\ub2e4. CRM \ubd84\uc11d\uc744 \ud1b5\ud574 \uc774\ub7ec\ud55c \ud328\ud134\uc774 \uac10\uc9c0\ub418\uba74 \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc7a0\uc7ac\uc801\uc778 \ubb38\uc81c\uac00 \ud655\ub300\ub418\uae30 \uc804\uc5d0 \uac80\ud1a0\ub97c \uc2dc\uc791\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \uae30\ubc18 \uc138\ubd84\ud654\ub294 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ud300\uc774 \ubaa8\ub4e0 \uace0\uac1d\uc744 \ub3d9\uc77c\ud558\uac8c \ucde8\uae09\ud558\uc9c0 \uc54a\uace0 \uc2e4\uc81c \uc704\ud5d8\uc5d0 \ub530\ub77c \uac15\ud654\ub41c \uc2e4\uc0ac \ubc0f \uac80\ud1a0 \ub9ac\uc18c\uc2a4\ub97c \ud560\ub2f9\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uace0\uc704\ud5d8 \uad00\uacc4\uac00 \uc801\uc808\ud55c \uc8fc\uc758\ub97c \ubc1b\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ubc0f \uace0\uac1d \uae30\ub85d\uc744 \uc2a4\uc704\uc2a4 \uad6d\uacbd \ub0b4\uc5d0 \ubcf4\uad00\ud574\uc57c \ud558\ub294 \uae30\uc5c5\uc5d0\uac8c \ub370\uc774\ud130 \uc8fc\uad8c\uc740 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130 \ud638\uc2a4\ud305 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \uc635\uc158\uc744 \uc81c\uacf5\ud558\uc5ec \ubbfc\uac10\ud55c \uace0\uac1d \ub370\uc774\ud130\uc640 \uaddc\uc815 \uc900\uc218 \ubb38\uc11c\uac00 \ud544\uc694\ud55c \uad00\ud560\uad8c \ubc94\uc704 \ub0b4\uc5d0 \uc720\uc9c0\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-7-applying-ai-and-automation-to-turn-crm-data-into-actions\">7\ub2e8\uacc4: AI\uc640 \uc790\ub3d9\ud654\ub97c \uc801\uc6a9\ud558\uc5ec CRM \ub370\uc774\ud130\ub97c \ud589\ub3d9\uc73c\ub85c \uc804\ud658\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ub370\uc774\ud130\uac00 \uad6c\uc870\ud654\ub418\uace0 \uc5f0\uacb0\ub418\uba74 AI\ub294 \ucc28\uc120\ucc45\uc744 \ucd94\ucc9c\ud558\uace0 \uacb0\uacfc\ub97c \uc608\uce21\ud558\uc5ec \uc758\uc0ac \uacb0\uc815\uc744 \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc6d0\uc2dc \ub370\uc774\ud130\uac00 \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \ub9ac\uc2a4\ud06c \ucc45\uc784\uc790\uac00 \uc989\uc2dc \uc870\uce58\ub97c \ucde8\ud560 \uc218 \uc788\ub294 \uc2e4\uc6a9\uc801\uc778 \uc9c0\uce68\uc73c\ub85c \uc804\ud658\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass AI \uae30\ub2a5\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \uc2e0\ud638\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub9ac\ub4dc\uc640 \uae30\uc874 \uace0\uac1d\uc758 \uc0c1\ud5a5 \ud310\ub9e4 \uae30\ud68c \ub610\ub294 \uc720\uc9c0 \uc704\ud5d8\uc5d0 \ub300\ud55c \uc810\uc218\ub97c \ub9e4\uae38 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc774\uba54\uc77c \uc5f4\uae30, \ud3ec\ud138 \ub85c\uadf8\uc778, \ubbf8\ud305 \ube48\ub3c4\ub97c \ud1b5\ud574 \uce21\uc815\ud55c \ucc38\uc5ec\ub3c4 \uc218\uc900<\/li>\n\n\n\n<li>\ubca4\uce58\ub9c8\ud06c \ubc0f \uace0\uac1d \uae30\ub300\uce58\uc640 \ube44\uad50\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc<\/li>\n\n\n\n<li>\uc11c\ube44\uc2a4 \ud2f0\ucf13 \ube48\ub3c4 \ubc0f \ud574\uacb0 \ub9cc\uc871\ub3c4<\/li>\n\n\n\n<li>\ubcc0\ud654\ud558\ub294 \uc7ac\uc815\uc801 \uc694\uad6c\ub97c \uc554\uc2dc\ud558\ub294 \uc0dd\ud65c \uc774\ubca4\ud2b8 \uc9c0\ud45c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144 \uc0ac\ub840\ub294 \uc790\ubb38\ud300\uc774 AI \uc81c\uc548\uc744 \uc0ac\uc6a9\ud558\uc5ec \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \ubaa9\ud45c \ubc30\ubd84\uc5d0\uc11c \uc815\uc758\ub41c \uc784\uacc4\uac12 \uc774\uc0c1 \ubc97\uc5b4\ub09c \uace0\uac1d\uacfc \ubd84\uae30\ubcc4 \uac80\ud1a0 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud558\ub294 \uac83\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774 \uc2dc\uc2a4\ud15c\uc740 47\uac1c\uc758 \uc8fc\uc758\uac00 \ud544\uc694\ud55c \uad00\uacc4\uc5d0 \uc790\ub3d9\uc73c\ub85c \ud50c\ub798\uadf8\ub97c \uc9c0\uc815\ud588\ub294\ub370, \uc774\ub294 \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc218\ub3d9\uc73c\ub85c \ud655\uc778\ud588\ub2e4\uba74 \uc0c1\ub2f9\ud55c \uc2dc\uac04\uc774 \uac78\ub838\uc744 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub294 \uc815\ub7c9\uc801 \uc784\uacc4\uac12\uc5d0 \ub530\ub77c \uc791\uc5c5, \uc54c\ub9bc, \uc2b9\uc778\uc744 \uc870\uc815\ud558\uc5ec \uc774\ub7ec\ud55c \uae30\ub2a5\uc744 \ud655\uc7a5\ud569\ub2c8\ub2e4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac10\uc18c\uac00 \ud5c8\uc6a9 \ud55c\ub3c4\ub97c \ucd08\uacfc\ud558\uba74 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uac80\ud1a0 \uc791\uc5c5\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4. \uc218\uc218\ub8cc \ucee4\ubc84\ub9ac\uc9c0 \ube44\uc728\uc774 \ucd5c\uc18c \ud55c\ub3c4 \uc544\ub798\ub85c \ub5a8\uc5b4\uc9c0\uba74 \uacc4\uc815 \uad00\ub9ac\uc790\uc5d0\uac8c \uc54c\ub9bc\uc774 \uc804\uc1a1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc790\ub3d9\ud654\ub41c \ub300\uc751\uc744 \ud1b5\ud574 \uc870\uc9c1 \uc804\uccb4\uc5d0 \ube44\uc988\ub2c8\uc2a4 \uaddc\uce59\uc744 \uc77c\uad00\ub418\uac8c \uc801\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815\uc5d0 AI\ub97c \uc0ac\uc6a9\ud560 \ub54c\ub294 \uc124\uba85 \uac00\ub2a5\uc131\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\uc640 \ub9ac\uc2a4\ud06c \ucc45\uc784\uc790\ub294 \ucc45\uc784\uacfc \uaddc\uc81c \uc900\uc218\ub97c \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uc5b4\ub5a4 \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\uac00 \ud2b9\uc815 \ucd94\ucc9c\uc744 \uc774\ub04c\uc5b4\ub0c8\ub294\uc9c0 \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4. InvestGlass\ub294 AI \uc810\uc218 \uc694\uc18c\uc5d0 \ub300\ud55c \ud22c\uba85\uc131\uc744 \uc81c\uacf5\ud558\uc5ec \uae30\uc5c5\uc774 \ud544\uc694\ud560 \ub54c \uad8c\uc7a5 \uc0ac\ud56d\uc744 \uc124\uba85\ud558\uace0 \uc815\ub2f9\ud654\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-a-crm-data-strategy-for-better-financial-decisions\">\ub354 \ub098\uc740 \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815\uc744 \uc704\ud55c CRM \ub370\uc774\ud130 \uc804\ub7b5 \uad6c\ud604<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc139\uc158\uc5d0\uc11c\ub294 2024\ub144\uc5d0 \uc2dc\uc791\ud558\uc5ec 6~12\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \uc758\uc0ac \uacb0\uc815\uc5d0 \uce21\uc815 \uac00\ub2a5\ud55c \uc601\ud5a5\uc744 \ubbf8\uce58\uace0\uc790 \ud558\ub294 \uae30\uc5c5\uc744 \uc704\ud55c \uc2e4\uc6a9\uc801\uc778 \ub85c\ub4dc\ub9f5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \ubcf5\uc7a1\uc131\uc744 \uad00\ub9ac\ud558\uace0 \uac01 \ub2e8\uacc4\uc5d0\uc11c \uac00\uce58\ub97c \uc785\uc99d\ud558\uae30 \uc704\ud574 \uc758\ub3c4\uc801\uc73c\ub85c \ub2e8\uacc4\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1\ub2e8\uacc4: \uac80\uc0c9 \ubc0f \ub370\uc774\ud130 \uac10\uc0ac(1~4\uc8fc\ucc28)<\/strong> CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \uc7ac\ubb34 \uc2dc\uc2a4\ud15c \uc804\ubc18\uc758 \ud604\uc7ac \ub370\uc774\ud130 \ud488\uc9c8\uc744 \ud3c9\uac00\ud558\uc138\uc694. \uace0\uac1d \ub370\uc774\ud130\uc758 \uaca9\ucc28, \uc77c\uad00\ub418\uc9c0 \uc54a\uc740 \ud544\ub4dc \uc815\uc758, \ud1b5\ud569 \uc694\uad6c \uc0ac\ud56d\uc744 \ud30c\uc545\ud558\uc138\uc694. \ub354 \ub098\uc740 \ub370\uc774\ud130\ub97c \ud1b5\ud574 \uc774\uc810\uc744 \uc5bb\uc744 \uc218 \uc788\ub294 \ud604\uc7ac\uc758 \uc758\uc0ac \uacb0\uc815 \ud504\ub85c\uc138\uc2a4\ub97c \ubb38\uc11c\ud654\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2\ub2e8\uacc4: \uc8fc\uc694 \uc2dc\uc2a4\ud15c \ud1b5\ud569(5~12\uc8fc\ucc28)<\/strong> CRM\uc744 \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ud68c\uacc4 \ud50c\ub7ab\ud3fc\uacfc \uc5f0\uacb0\ud558\uc138\uc694. \uc790\ub3d9\ud654\ub41c \ub370\uc774\ud130 \ud750\ub984\uacfc \uc720\ud6a8\uc131 \uac80\uc0ac \ub8e8\ud2f4\uc744 \uad6c\ucd95\ud558\uc138\uc694. \uac00\ub2a5\ud55c \uacbd\uc6b0 \uc218\ub3d9 \ub370\uc774\ud130 \uc785\ub825\uc744 \uc81c\uac70\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3\ub2e8\uacc4: \uc758\uc0ac \uacb0\uc815 \ub300\uc2dc\ubcf4\ub4dc \ubc30\ud3ec(13~20\uc8fc\ucc28)<\/strong> \uace0\uac1d \uc218\uc775\uc131, \uc81c\ud488 \ub9c8\uc9c4, \ud30c\uc774\ud504\ub77c\uc778 \uc608\uce21 \ub300\uc2dc\ubcf4\ub4dc\ub97c \ubc30\ud3ec\ud558\uc138\uc694. \uc7ac\ubb34 \ubc0f \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \ud300\uc5d0\uac8c \ud574\uc11d \ubc0f \uc0ac\uc6a9\ubc95\uc744 \uad50\uc721\ud558\uc138\uc694. \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \uae30\ubc18 \ubd84\uc11d\uc744 CRM \uae30\ubc18 \ubcf4\uace0\ub85c \ub300\uccb4\ud558\uae30 \uc2dc\uc791\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4\ub2e8\uacc4: AI \ubc0f \uc790\ub3d9\ud654 \ub3c4\uc785(21~30\uc8fc\ucc28)<\/strong> \uc720\uc9c0\uc728 \uc704\ud5d8 \ubc0f \uc0c1\ud5a5 \ud310\ub9e4 \uae30\ud68c\uc5d0 \ub300\ud55c \uc810\uc218 \ubaa8\ub378\uc744 \uad6c\ud604\ud558\uc138\uc694. \ube44\uc988\ub2c8\uc2a4 \uaddc\uce59\uc5d0 \ub530\ub77c \uc790\ub3d9\ud654\ub41c \uc54c\ub9bc \ubc0f \uc791\uc5c5 \uad00\ub9ac\ub97c \ubc30\ud3ec\ud558\uc138\uc694. \ucd08\uae30 \uacb0\uacfc\ub97c \uae30\ubc18\uc73c\ub85c \ubaa8\ub378\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud558\uae30 \uc704\ud574 3~5\uac1c\uc758 \uce21\uc815 \uac00\ub2a5\ud55c \ubaa9\ud45c\ub97c \uc124\uc815\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>6\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \ub9e4\ucd9c \uc608\uce21 \uc815\ud655\ub3c4 151% \ud5a5\uc0c1<\/li>\n\n\n\n<li>\uc6d4 20\uc2dc\uac04\uc758 \uc218\ub3d9 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \uc870\uc815 \uc2dc\uac04 \ub2e8\ucd95<\/li>\n\n\n\n<li>\uace0\uac1d \uc218\uc775\uc131 \uac00\uc2dc\uc131\uc744 60%\uc5d0\uc11c 95%\uc758 \uad00\uacc4\ub85c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uaddc\uc81c \ubcf4\uace0\uc11c \uc791\uc131 \uc2dc\uac04 30% \ub2e8\ucd95<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud504\ub85c\uc81d\ud2b8\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \ub2e4\uc74c\uacfc \uac19\uc774 \uc2dc\uc791\ub429\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%94%94%ec%a7%80%ed%84%b8-%ec%98%a8%eb%b3%b4%eb%94%a9\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5948\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \ub370\uc774\ud130 \ud488\uc9c8\uacfc \uc77c\uad00\uc131\uc744 \uc989\uc2dc \uac1c\uc120\ud558\ub294 KYC. \uc774 \ud1a0\ub300 \uc704\uc5d0\uc11c \uae30\uc5c5\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub300\uc2dc\ubcf4\ub4dc, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, \ub9ac\uc2a4\ud06c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub85c \ud655\uc7a5\ud569\ub2c8\ub2e4. \uc774 \uc21c\uc11c\ub97c \ud1b5\ud574 \uac01 \ub2e8\uacc4\ub294 \uc774\uc804 \ub2e8\uacc4\uc758 \uac80\uc99d\ub41c \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \uad6c\ucd95\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144 \uc774\ud6c4\ub97c \uc900\ube44\ud558\ub294 \uae30\uc5c5\uc740 \uace0\uac1d\uc758 \uae30\ub300\uce58\uc640 \uaddc\uc81c \uc694\uac74\uc774 \uacc4\uc18d \ub192\uc544\uc9c8 \uac83\uc774\ub77c\ub294 \uc810\uc744 \uc778\uc2dd\ud574\uc57c \ud569\ub2c8\ub2e4. \uc9c0\uae08 \uad6c\ucd95\ud55c \uacac\uace0\ud55c CRM \uae30\ubc18\uc740 \uc0c8\ub85c\uc6b4 \ub370\uc774\ud130 \uc18c\uc2a4\ub97c \ud1b5\ud569\ud558\uac70\ub098 \uace0\uae09 \ubd84\uc11d\uc744 \ucc44\ud0dd\ud558\uac70\ub098 \uc0c8\ub85c\uc6b4 \uaddc\uc815 \uc900\uc218 \uc758\ubb34\uc5d0 \ub300\uc751\ud558\ub294 \ub4f1 \uadc0\uc0ac\uac00 \ube60\ub974\uac8c \uc801\uc751\ud560 \uc218 \uc788\ub294 \uae30\ubc18\uc744 \ub9c8\ub828\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-use-investglass-for-crm-driven-financial-decisions\">CRM \uae30\ubc18 \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815\uc5d0 InvestGlass\ub97c \uc0ac\uc6a9\ud558\ub294 \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uace0\uac1d \ud3ec\ud138 \ud50c\ub7ab\ud3fc\uc73c\ub85c, \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uae08\uc735\uc5d0 \uc801\ud569\ud55c \uc77c\ubc18\uc801\uc778 CRM \ud50c\ub7ab\ud3fc\uacfc \ub2ec\ub9ac InvestGlass\ub294 \ucc98\uc74c\ubd80\ud130 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac \ubc0f \ubcf4\ud5d8 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub354 \ub098\uc740 \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815\uc744 \uc704\ud55c \uad6c\uccb4\uc801\uc778 \uac15\uc810\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ud1b5\ud569 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC<\/strong>: \ubb38\uc11c \uad00\ub9ac \ubc0f \uc801\ud569\uc131 \ud3c9\uac00 \uae30\ub2a5\uc774 \ub0b4\uc7a5\ub418\uc5b4 \uc788\uc5b4 \uccab\ub0a0\ubd80\ud130 \uc644\ubcbd\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \ud30c\uc77c \uc81c\uacf5<\/li>\n\n\n\n<li><strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0<\/strong>: CRM \uace0\uac1d \uae30\ub85d\uc5d0 \uc5f0\uacb0\ub41c \uc2e4\uc2dc\uac04 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30\ub85c \uc9c4\uc815\ud55c \uad00\uacc4 \uc218\uc900\uc758 \uc218\uc775\uc131 \ubd84\uc11d \uac00\ub2a5<\/li>\n\n\n\n<li><strong>\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654<\/strong>: \uc778\uad6c\ud1b5\uacc4\ud559\uc801 \ud2b9\uc131\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc7ac\ubb34\uc801 \ud2b9\uc131\uc744 \uae30\ubc18\uc73c\ub85c \uace0\uac1d\uc744 \ud0c0\uac9f\ud305\ud558\ub294 \ucea0\ud398\uc778 \uad00\ub9ac<\/li>\n\n\n\n<li><strong>\uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654<\/strong>: \uc7ac\ubb34 \uc784\uacc4\uac12 \ubc0f \uc704\ud5d8 \uc9c0\ud45c\uc5d0 \ub530\ub77c \uc791\uc5c5, \uc54c\ub9bc \ubc0f \uc2b9\uc778\uc744 \ud2b8\ub9ac\uac70\ud558\ub294 \ube44\uc988\ub2c8\uc2a4 \uaddc\uce59<\/li>\n\n\n\n<li><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/strong>: \uad00\ub9ac \ubd80\ub2f4\uc744 \uc904\uc774\uba74\uc11c \uace0\uac1d \ucc38\uc5ec\ub3c4\ub97c \ub192\uc774\ub294 \uc140\ud504 \uc11c\ube44\uc2a4 \uc561\uc138\uc2a4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\uac70\ub098 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\uac00 \uac00\ub2a5\ud558\uba70 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ubcf4\ud638\ubc95, GDPR, \uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac\uc790\uc758 \ub0b4\ubd80 \ub370\uc774\ud130 \ubcf4\uc874 \uc815\ucc45\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub294 \ub9ce\uc740 \uae08\uc735 \uae30\uad00\uc774 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 CRM \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ucc44\ud0dd\ud558\uc9c0 \ubabb\ud558\ub294 \uc6b0\ub824\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \uace0\uac1d\uc73c\ub85c\ub294 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc804\ubc18\uc5d0 \uac78\uccd0 \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud558\uae30 \uc704\ud55c \ud1b5\ud569 \ub3c4\uad6c\uac00 \ud544\uc694\ud55c \ud504\ub77c\uc774\ube57 \ubc45\ud06c, \uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4, \ubcf4\ud5d8\uc0ac, \ud540\ud14c\ud06c \uae30\uc5c5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc5c5\ub4e4\uc740 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc744 \uad00\ub9ac\ud558\ub294 \ub300\uc2e0 \ud558\ub098\uc758 \ud658\uacbd\uc5d0\uc11c CRM, \uaddc\uc815 \uc900\uc218 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uae30\ub2a5\uc744 \uc0ac\uc6a9\ud560 \uc218 \uc788\ub2e4\ub294 \uc774\uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce \uae08\uc735 \uc11c\ube44\uc2a4 \ud074\ub77c\uc6b0\ub4dc, \ud5c8\ube0c\uc2a4\ud31f, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ub2e4\uc774\ub0b4\ubbf9\uc2a4 365\uc640 \uac19\uc740 \uacbd\uc7c1\uc5c5\uccb4\ub294 CRM \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uc8fc\uad8c \ubc0f \uaddc\uc81c \uae30\uad00\uc774 \uc694\uad6c\ud558\ub294 \ud2b9\uc218 \ubaa9\uc801\uc758 \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud574 \uae30\uc5c5\uc740 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5c5\uacc4\uc5d0\uc11c \uae30\ub300\ud558\ub294 \ub370\uc774\ud130 \ubcf4\uc548 \ubc0f \uaddc\uc815 \uc900\uc218 \ud45c\uc900\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uace0\uac1d \ucc38\uc5ec\ub97c \uac15\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc874 \uc7ac\ubb34 \ubc0f CRM \ub370\uc774\ud130\ub97c \uc758\uc0ac \uacb0\uc815\uc6a9 \ub300\uc2dc\ubcf4\ub4dc \ubc0f \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub85c \ud1b5\ud569\ud558\ub294 \ubc29\ubc95\uc744 \ud655\uc778\ud558\ub824\uba74 InvestGlass\uc5d0\uc11c \ud2b9\uc815 \uc0ac\uc6a9 \uc0ac\ub840 \ubc0f \ub370\uc774\ud130 \ud658\uacbd\uc5d0 \ub9de\ub294 \ub370\ubaa8\ub97c \uc81c\uacf5\ud569\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-quickly-can-a-financial-institution-start-using-crm-data-for-better-decisions\">\uae08\uc735 \uae30\uad00\uc774 \ub354 \ub098\uc740 \uc758\uc0ac \uacb0\uc815\uc744 \uc704\ud574 CRM \ub370\uc774\ud130\ub97c \uc5bc\ub9c8\ub098 \ube68\ub9ac \uc0ac\uc6a9\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ubd80\ubd84\uc758 \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uc218\uc775 \uc608\uce21\uc774\ub098 \uace0\uac1d \uc218\uc775\uc131 \ubd84\uc11d\uacfc \uac19\uc740 \uc9d1\uc911\uc801\uc778 \ud30c\uc77c\ub7ff\uc73c\ub85c \uc2dc\uc791\ud558\uba74 60\uc77c\uc5d0\uc11c 90\uc77c \uc774\ub0b4\uc5d0 \uccab \ubc88\uc9f8 \uc758\uc0ac \uacb0\uc815 \uac1c\uc120 \ud6a8\uacfc\ub97c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc73c\ub85c 2\uc8fc\uac04\uc758 \ub370\uc774\ud130 \ud3c9\uac00, 4~6\uc8fc\uac04\uc758 \ud575\uc2ec \uc2dc\uc2a4\ud15c\uacfc\uc758 \ud1b5\ud569 \uc2a4\ud504\ub9b0\ud2b8, \uc7ac\ubb34 \ubc0f \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4 \ud300\uc744 \uc704\ud55c \uc9e7\uc740 \uad50\uc721 \ub2e8\uacc4\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. InvestGlass \ud504\ub85c\uc81d\ud2b8\ub294 \uae30\uc874\uc758 \ud575\uc2ec \uc740\ud589 \uc5c5\ubb34\ub97c \uc911\ub2e8\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc774\ub7ec\ud55c \ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd\uc744 \ub530\ub97c \uc218 \uc788\uc73c\ubbc0\ub85c \uae30\uc5c5\uc740 \ubc94\uc704\ub97c \ud655\uc7a5\ud558\uae30 \uc804\uc5d0 \uac00\uce58\ub97c \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-financial-metrics-should-be-tracked-inside-the-crm\">CRM \ub0b4\uc5d0\uc11c \ucd94\uc801\ud574\uc57c \ud558\ub294 \uc7ac\ubb34 \uc9c0\ud45c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \uba54\ud2b8\ub9ad\uc5d0\ub294 \uad00\uacc4 \uc218\uc900 \uc218\uc775, \uace0\uac1d\ub2f9 \uc11c\ube44\uc2a4 \ube44\uc6a9, \uad00\ub9ac \uc911\uc778 \uc790\uc0b0, \uc21c \uc2e0\uaddc \uc790\uae08, \uc218\uc218\ub8cc \ucee4\ubc84\ub9ac\uc9c0 \ube44\uc728, \uc81c\ud488 \uc218\uc900 \ub9c8\uc9c4 \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ub300\uc2dc\ubcf4\ub4dc\uac00 \uc2dc\uac04\uc774 \uc9c0\ub098\ub3c4 \uc77c\uad00\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uac10\uc0ac\ud560 \uc218 \uc788\ub3c4\ub85d \uac01 \uba54\ud2b8\ub9ad\uc744 \ud2b9\uc815 CRM \ud544\ub4dc \ubc0f \ub370\uc774\ud130 \uc18c\uc2a4\uc5d0 \ub9e4\ud551\ud574\uc57c \ud569\ub2c8\ub2e4. \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ub2f9 \uc218\uc775\uacfc \uac19\uc740 \ud1b5\ud569 \uc9c0\ud45c\uc5d0\ub294 CRM \ucc38\uc5ec \ub370\uc774\ud130\uc640 \ud68c\uacc4 \uc785\ub825\uc774 \ubaa8\ub450 \ud544\uc694\ud558\uba70, \uc774\ub294 \uc758\ubbf8 \uc788\ub294 \uc7ac\ubb34 \ubcf4\uace0\ub97c \uc704\ud574 \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc774 \uc911\uc694\ud55c \uc774\uc720\ub97c \uc124\uba85\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-safe-to-store-sensitive-financial-data-in-a-crm-platform\">\ubbfc\uac10\ud55c \uae08\uc735 \ub370\uc774\ud130\ub97c CRM \ud50c\ub7ab\ud3fc\uc5d0 \uc800\uc7a5\ud574\ub3c4 \uc548\uc804\ud55c\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c\ub97c \ubc1b\ub294 \uae30\uad00\uc758 \uacbd\uc6b0 \ubcf4\uc548 \uc544\ud0a4\ud14d\ucc98, \ud638\uc2a4\ud305 \uc704\uce58, \ub370\uc774\ud130 \uc554\ud638\ud654, CRM \uc81c\uacf5\uc5c5\uccb4\uc758 \uc561\uc138\uc2a4 \uc81c\uc5b4\uc5d0 \ub530\ub77c \uc548\uc804\uc131\uc774 \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. InvestGlass\ub294 \uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac \uc694\uad6c \uc0ac\ud56d\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub41c \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \ubc0f \uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud574 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\uc5d0\uc11c \ud638\uc2a4\ud305\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 FINMA \ud68c\ub78c \ubc0f GDPR\uacfc \uac19\uc740 \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ubd80\ud569\ud558\uc5ec \uaddc\uc815 \uc900\uc218 \ubc0f \uc704\ud5d8 \uad00\ub9ac \ub2f4\ub2f9\uc790\uc5d0\uac8c \ubbfc\uac10\ud55c \ub370\uc774\ud130 \ubcf4\ud638\uc640 \uad00\ub828\ud558\uc5ec \ud544\uc694\ud55c \ud655\uc2e0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-do-smaller-advisory-firms-really-benefit-from-crm-driven-financial-decisions\">\uc18c\uaddc\ubaa8 \uc790\ubb38\uc0ac\uac00 CRM \uae30\ubc18 \uc7ac\ubb34 \uc758\uc0ac \uacb0\uc815\uc758 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790\uc640 \uc18c\uaddc\ubaa8 \uc790\ubb38 \ubd80\ud2f0\ud06c\ub294 \uad6c\uc870\ud654\ub41c CRM \ub370\uc774\ud130\uac00 \uc218\ub3d9 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc640 \uac1c\ubcc4 \uba54\ubaa8\ub9ac\ub97c \uccb4\uacc4\uc801\uc778 \ud504\ub85c\uc138\uc2a4\ub85c \ub300\uccb4\ud558\uae30 \ub54c\ubb38\uc5d0 \ud6e8\uc52c \ub354 \ub9ce\uc740 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 10\uba85 \ubbf8\ub9cc\uc758 \uc5b4\ub4dc\ubc14\uc774\uc800\ub85c \uad6c\uc131\ub41c \ud300\uc740 \uc804\ub2f4 \uc560\ub110\ub9ac\uc2a4\ud2b8 \uc5c6\uc774\ub3c4 InvestGlass\ub97c \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \ud30c\uc77c\uc744 \uc911\uc559 \uc9d1\uc911\ud654\ud558\uace0, \ubc18\ubcf5\ub418\ub294 \uc218\uc775\uc744 \ucd94\uc801\ud558\uace0, \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc744 \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0, \ud604\uae08 \ud750\ub984\uc744 \uc608\uce21\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uc561\uc138\uc2a4 \ubc0f \uc0ac\uc804 \uad6c\uc131\ub41c \ud15c\ud50c\ub9bf\uc740 \ub300\uaddc\ubaa8 \ub0b4\ubd80 IT \ud300\uc758 \ud544\uc694\uc131\uc744 \uc904\uc5ec \uc18c\uaddc\ubaa8 \ud68c\uc0ac\uc5d0\uc11c\ub3c4 \uc5d4\ud130\ud504\ub77c\uc774\uc988\uae09 \uae30\ub2a5\uc744 \uc774\uc6a9\ud560 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-crm-data-help-with-regulatory-reviews-and-audits\">CRM \ub370\uc774\ud130\uac00 \uaddc\uc81c \uac80\ud1a0 \ubc0f \uac10\uc0ac\uc5d0 \uc5b4\ub5bb\uac8c \ub3c4\uc6c0\uc774 \ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub2f9\uad6d\uc740 \uc810\uc810 \ub354 \uc644\uc804\ud55c \uace0\uac1d \ud30c\uc77c, \uba85\ud655\ud55c \uc870\uc5b8 \uae30\ub85d, \ud22c\uba85\ud55c \uc801\ud569\uc131 \ubc0f KYC \ud655\uc778 \uc99d\uac70\ub97c \uae30\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\uc640 \uac19\uc740 \ud1b5\ud569 CRM\uc740 \uc628\ubcf4\ub529 \uc591\uc2dd, \uc704\ud5d8 \ud504\ub85c\ud544, \ud22c\uc790 \uc81c\uc548\uc11c, \uace0\uac1d \ud53c\ub4dc\ubc31, \uc0c1\ud638\uc791\uc6a9 \uba54\ubaa8\ub97c \ud0c0\uc784\uc2a4\ud0ec\ud504 \ubc0f \uc0ac\uc6a9\uc790 \uc18d\uc131\uacfc \ud568\uaed8 \uc800\uc7a5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc870\ud654\ub41c \uae30\ub85d \ub370\uc774\ud130\ub97c \ud1b5\ud574 \uac10\uc0ac\uc5d0 \ub354 \ube60\ub974\uac8c \ub300\uc751\ud558\uace0 \uaddc\uc81c \uac80\uc0ac \uc2dc \uc6b4\uc601 \ub9ac\uc2a4\ud06c\ub97c \uc904\uc77c \uc218 \uc788\uc73c\uba70, \ud68c\uc0ac\uac00 \uace0\uac1d \uad00\uacc4 \ubc0f \uaddc\uc815 \uc900\uc218 \uc758\ubb34\ub97c \uad00\ub9ac\ud558\uae30 \uc704\ud55c \uac15\ub825\ud55c \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uac16\ucd94\uace0 \uc788\uc74c\uc744 \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>CRM data becomes a financial decision engine when it is complete, clean, and connected to core banking, portfolio, and accounting systems, enabling firms to move beyond contact tracking into strategic intelligence. Financial institutions can use CRM insights to improve pricing, risk assessment, liquidity planning, and profitability analysis throughout 2024 and 2025 planning cycles. InvestGlass, as [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":32677,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,918,380],"class_list":["post-49122","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-software","tag-swiss-digital-sovereignty"],"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 Use CRM Data for Better Financial Decisions | InvestGlass<\/title>\n<meta name=\"description\" content=\"CRM data becomes a financial decision engine when it is complete, clean, and connected to core banking, portfolio, and accounting systems, enabling firms\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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