{"id":49130,"date":"2026-02-15T09:00:00","date_gmt":"2026-02-15T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49130"},"modified":"2026-02-13T15:39:03","modified_gmt":"2026-02-13T14:39:03","slug":"%ea%b8%88%ec%9c%b5-%ea%b3%a0%ea%b0%9d-%ec%98%a8%eb%b3%b4%eb%94%a9%ec%9d%84-%ea%b0%84%ec%86%8c%ed%99%94%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-simplify-financial-client-onboarding\/","title":{"rendered":"\uae08\uc735 \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529\uc774 \uac04\uc18c\ud654\ub418\uba74 \uc811\uc810\uc774 \uc904\uc5b4\ub4e4\uace0, \ub370\uc774\ud130 \uc7ac\ud0a4\uc785\ub825\uc774 \uc904\uc5b4\ub4e4\uba70, AML \ubc0f KYC \uc81c\uc5b4\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uacc4\uc815 \uc900\ube44 \uc0c1\ud0dc\uac00 \ub354 \ube68\ub77c\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \uae08\uc735 \ud68c\uc0ac\ub294 \ub514\uc9c0\ud138 \uc591\uc2dd, \uc804\uc790 \uc11c\uba85, \uc790\ub3d9\ud654\ub41c \uc218\ud45c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \uba87 \uc8fc\uc5d0\uc11c \uba70\uce60\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub370\uc774\ud130 \ucea1\ucc98, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc124\uc815, \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud55c \uacf3\uc5d0\uc11c \ud1b5\ud569\ud558\ub294 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 CRM \ubc0f \uc628\ubcf4\ub529 \uc81c\ud488\uad70\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 \uc774\ud6c4\uc758 \ud45c\uc900 \uc6cc\ud06c\ud50c\ub85c \ud15c\ud50c\ub9bf\uc5d0\ub294 \ub514\uc9c0\ud138 ID \ud655\uc778, \uc2a4\ub9c8\ud2b8 \uc124\ubb38\uc9c0, \uc790\ub3d9\ud654\ub41c \uc704\ud5d8 \uc810\uc218, \uace0\uac1d \ud3ec\ud138\uc774 \ud3ec\ud568\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud558\uba74 \uaddc\uc815 \uc900\uc218 \ud488\uc9c8, \uace0\uac1d \ub9cc\uc871\ub3c4, \uc6b4\uc601 \ud6a8\uc728\uc131\uc774 \ub3d9\uc2dc\uc5d0 \ud5a5\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4\uc758 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uc624\ub7ab\ub3d9\uc548 \uace0\uac1d\uacfc \uae30\uad00 \ubaa8\ub450\uc5d0\uac8c \ub9c8\ucc30\uc758 \uc6d0\uc778\uc774 \ub418\uc5b4 \uc654\uc2b5\ub2c8\ub2e4. \uc885\uc774 \uc591\uc2dd, \ub3d9\uc77c\ud55c \uc815\ubcf4\uc5d0 \ub300\ud55c \ubc18\ubcf5\uc801\uc778 \uc694\uccad, \uae34 \uc2b9\uc778 \uc808\ucc28\ub294 \uc0c8\ub85c\uc6b4 \uad00\uacc4\ub97c \uc2dc\uc791\ud558\ub294 \uc124\ub808\ub294 \uc21c\uac04\uc744 \uba87 \uc8fc\uac04\uc758 \uc88c\uc808\uac10\uc73c\ub85c \ubc14\uafb8\uc5b4 \ub193\uc558\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc774\uc81c\ub294 \ub354 \uc774\uc0c1 \uadf8\ub7f4 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \ud601\uc2e0\uc744 \uc218\uc6a9\ud558\ub294 \uae08\uc735\uae30\uad00\uc740 \uc6d0\ud65c\ud55c \uc628\ubcf4\ub529 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uaddc\uc815 \uc900\uc218\ub97c \uac15\ud654\ud558\uace0 \uc6b4\uc601 \ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\ub2e4\ub294 \uc0ac\uc2e4\uc744 \ubc1c\uacac\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 \uc2e4\uc6a9\uc801\uc778 \ub2e8\uacc4, \ud53c\ud574\uc57c \ud560 \uc77c\ubc18\uc801\uc778 \ud568\uc815, InvestGlass\uc640 \uac19\uc740 \ucd5c\uc2e0 \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uae30 \uc704\ud55c \uc885\ud569\uc801\uc778 \uac00\uc774\ub4dc\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-financial-client-onboarding-in-practice\">\uc2e4\uc81c \uae08\uc735 \uace0\uac1d \uc628\ubcf4\ub529\uc774\ub780 \ubb34\uc5c7\uc778\uac00\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uace0\uac1d \uc628\ubcf4\ub529\uc740 \uccab \uc811\ucd09\ubd80\ud130 \uc790\uae08\uc774 \uc9c0\uc6d0\ub418\uace0 \uaddc\uc815\uc744 \uc644\ubcbd\ud558\uac8c \uc900\uc218\ud558\ub294 \uacc4\uc88c\uac00 \uac1c\uc124\ub418\uae30\uae4c\uc9c0\uc758 \uc5ec\uc815\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \ucc98\uc74c \ud22c\uc790\uc790\ub97c \uc704\ud574 \uad00\ub9ac \uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub4e0, \uace0\uc561 \uc790\uc0b0\uac00\uc640 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\ub4e0, \uc774 \uacfc\uc815\uc740 \uace0\uac1d\uacfc \uaddc\uc81c \uae30\uad00 \ubaa8\ub450\ub97c \ub9cc\uc871\uc2dc\ucf1c\uc57c \ud558\ub294 \uc608\uce21 \uac00\ub2a5\ud55c \uc77c\ub828\uc758 \ub2e8\uacc4\ub97c \ub530\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc5d0\ub294 \ub370\uc774\ud130 \uc218\uc9d1, \uc2e0\uc6d0 \ud655\uc778, \uc704\ud5d8 \ud655\uc778, \uc801\ud569\uc131 \ud3c9\uac00, \ubb38\uc11c \uc218\uc9d1, \uacc4\uc57d\uc11c \uc11c\uba85, \ucd08\uae30 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub610\ub294 \uc81c\ud488 \uc124\uc815\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uac01 \ub2e8\uacc4\uc5d0\uc11c\ub294 \ud5a5\ud6c4 \ucc38\uc870\ub97c \uc704\ud574 \ucea1\ucc98, \uac80\uc99d \ubc0f \uc800\uc7a5\ud574\uc57c \ud558\ub294 \ub370\uc774\ud130\uac00 \uc0dd\uc131\ub429\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac \uace0\uac1d\uc758 \uacbd\uc6b0 \uac70\ub798\ub97c \uc2dc\uc791\ud558\uae30 \uc804\uc5d0 \uc790\uae08 \ucd9c\ucc98, \ud22c\uc790 \ubaa9\ud45c, \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704\uc5d0 \ub300\ud55c \uc790\uc138\ud55c \uc815\ubcf4\ub97c \uc218\uc9d1\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc73c\ub85c \uace0\uac1d \uad00\uacc4\ub97c \uad00\ub9ac\ud558\ub294 \uad00\uacc4 \uad00\ub9ac\uc790, KYC \ubc0f AML \uc694\uac74\uc744 \ud655\uc778\ud558\ub294 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc870\uc815\ud558\ub294 \ubbf8\ub4e4 \uc624\ud53c\uc2a4 \ud300, \uc218\ud0c1 \ubc0f \uc740\ud589 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uacc4\uc815\uc744 \uc124\uc815\ud558\ub294 \uc6b4\uc601 \ub2f4\ub2f9\uc790\uac00 \ucc38\uc5ec\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud300\uc774 \ub2e8\uc808\ub41c \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc0ac\uc77c\ub85c\uc5d0\uc11c \uc791\uc5c5\ud558\uba74 \uc9c0\uc5f0\uacfc \uc624\ub958\uac00 \ube60\ub974\uac8c \uc99d\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144\uc5d0\ub294 \ub300\ubd80\ubd84\uc758 \uace0\uac1d\uc774 \uace0\uc561 \uc790\uc0b0\uac00 \ubc0f \uae30\uad00\uacfc\uc758 \uad00\uacc4\uc5d0\uc11c\ub3c4 \ub514\uc9c0\ud138 \uc6b0\uc120 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ud734\ub300\ud3f0\uc73c\ub85c \uc591\uc2dd\uc744 \uc791\uc131\ud558\uace0, \ub178\ud2b8\ubd81\uc5d0\uc11c \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud558\uace0, \uc548\uc804\ud55c \ud3ec\ud138\uc744 \ud1b5\ud574 \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud558\uae30\ub97c \uc6d0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uace0\uac1d\uc758 \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\ub294 \uac83\uc740 \uacbd\uc7c1\uc744 \uc6d0\ud558\ub294 \uae30\uc5c5\uc5d0\uac8c \ub354 \uc774\uc0c1 \uc120\ud0dd \uc0ac\ud56d\uc774 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc628\ubcf4\ub529\uc744 \ub9ac\ub4dc\uc5d0\uc11c \uc2dc\uc791\ud558\uc5ec \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubaa8\ub4c8\uc5d0\uc11c \ud65c\uc131 \uace0\uac1d\uc73c\ub85c \ub05d\ub098\ub294 CRM \ub0b4\ubd80\uc758 \ud558\ub098\uc758 \uacb0\ud569\ub41c \uc6cc\ud06c\ud50c\ub85c\ub85c \uc815\uc758\ud569\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uc2dc\uc2a4\ud15c \uac04\uc758 \ud578\ub4dc\uc624\ud504\ub97c \uc5c6\uc560\uace0 \uad00\ub828\ub41c \ubaa8\ub4e0 \uc0ac\ub78c\uc5d0\uac8c \ub2e8\uc77c \uc18c\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-simplifying-financial-client-onboarding-matters\">\uae08\uc735 \uace0\uac1d \uc628\ubcf4\ub529 \uac04\uc18c\ud654\uac00 \uc911\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uac04\uc18c\ud654\ub41c \uc628\ubcf4\ub529\uc740 \uc218\uc775\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \uc628\ubcf4\ub529\uc774 \ube68\ub77c\uc9c0\uba74 \uc790\uc0b0\uc774 \ub354 \ube68\ub9ac \uad00\ub9ac\ub85c \uc774\ub3d9\ud558\ubbc0\ub85c \uc218\uc775 \uc778\uc2dd\uc774 \ube68\ub77c\uc9d1\ub2c8\ub2e4. \ub354 \ub098\uc740 \uace0\uac1d \uacbd\ud5d8\uc740 \uace0\uac1d\uc758 \uc2e0\ub8b0\ub97c \uc313\uace0 \uc804\uccb4 \uad00\uacc4\uc758 \ubd84\uc704\uae30\ub97c \uc870\uc131\ud569\ub2c8\ub2e4. \uc77c\uad00\ub41c \ud504\ub85c\uc138\uc2a4\uc640 \uba85\ud655\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud574 \uc6b4\uc601 \uc704\ud5d8\uc744 \ub0ae\ucd9c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf5\uc7a1\ud558\uace0 \uc11c\ub958 \uc791\uc5c5\uc774 \ub9ce\uc740 \ud504\ub85c\uc138\uc2a4\ub294 \uac04\ub2e8\ud55c \uc0ac\uac74\ub3c4 \uba70\uce60\uc5d0\uc11c 3~4\uc8fc\ub85c \ub298\uc5b4\ub098\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \ud558\ub8e8\uac00 \ub354 \uc9c0\ub0a0 \ub54c\ub9c8\ub2e4 \uc7a0\uc7ac \uace0\uac1d\uc740 \ub2e4\uc2dc \uc0dd\uac01\ud558\uac70\ub098 \uacbd\uc7c1\uc0ac\uc758 \uc81c\uc548\uc744 \uc218\ub77d\ud558\uac70\ub098 \ucd94\uc9c4\ub825\uc744 \uc783\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5c5\uacc4 \uc870\uc0ac\uc5d0 \ub530\ub974\uba74 \uc628\ubcf4\ub529\uc774 \ub108\ubb34 \ubcf5\uc7a1\ud574\uc9c0\uba74 \ucd5c\ub300 60%\uc758 \uc7a0\uc7ac \uace0\uac1d\uc774 \uc628\ubcf4\ub529\uc744 \ud3ec\uae30\ud558\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3d9\uc77c\ud55c \uace0\uac1d \ub370\uc774\ud130\uc5d0 \ub300\ud55c \ubc18\ubcf5\uc801\uc778 \uc694\uccad\uacfc \ubd88\uba85\ud655\ud55c \uc11c\ub958 \uc694\uac74\uc740 \uace0\uac1d\uc758 \uc2e0\ub8b0\uc640 \ube0c\ub79c\ub4dc \uc778\uc2dd\uc744 \uc190\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \ud300\ub9c8\ub2e4 \ub2e4\ub978 \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\ud558\uae30 \ub54c\ubb38\uc5d0 \uc2e0\uaddc \uace0\uac1d\uc774 \uc5ec\uad8c\uc744 \uc138 \ubc88\uc774\ub098 \uc81c\ucd9c\ud574\uc57c \ud558\ub294 \uacbd\uc6b0, \uc774 \ud68c\uc0ac\uac00 \uc790\uae08\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \uad00\ub9ac\ud560 \uc218 \uc788\ub294\uc9c0 \uc758\ubb38\uc744 \ud488\uae30 \uc2dc\uc791\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac04\uc18c\ud654\ub41c \uc628\ubcf4\ub529\uc744 \ud1b5\ud574 \ud300\uc740 \uba85\ud655\ud55c AML \ubc0f KYC \uac10\uc0ac \ucd94\uc801\uc744 \uc785\uc99d\ud558\uace0 \uaddc\uc81c \uc704\ubc18\uc744 \uc720\ubc1c\ud560 \uc218 \uc788\ub294 \uc218\ub3d9 \uc624\ub958\ub97c \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uac83\uc774 \ub2e8\uc77c \uc6cc\ud06c\ud50c\ub85c\uc5d0 \ucea1\ucc98\ub418\uba74 \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\ub294 \ubb34\uc5c7\uc744, \uc5b8\uc81c, \ub204\uac00 \ud655\uc778\ud588\ub294\uc9c0 \uc815\ud655\ud788 \uc785\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c\ub97c \ubc1b\ub294 \uc720\ub7fd \ubc0f \uc2a4\uc704\uc2a4 \uae08\uc735 \uae30\uad00\uc758 \uacbd\uc6b0, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \ud638\uc2a4\ud305\uc744 \ud1b5\ud55c \uac04\uc18c\ud654\ub41c \uc628\ubcf4\ub529\uc740 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \uae30\ub300\uce58\uc640 \uaddc\uc81c \uc870\uc0ac\ub97c \ubaa8\ub450 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. InvestGlass\ub294 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ud638\uc2a4\ud305 \uc635\uc158\uc744 \ud1b5\ud574 \uc774\ub7ec\ud55c \uae30\ubc18\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-build-trust-from-the-very-first-interaction\">\uccab \uc0c1\ud638\uc791\uc6a9\ubd80\ud130 \uc2e0\ub8b0 \uad6c\ucd95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc774 \uccab\ub0a0\ubd80\ud130 \ud504\ub85c\uc138\uc2a4\uac00 \ud22c\uba85\ud558\uace0 \uc608\uce21 \uac00\ub2a5\ud558\uba70 \uc548\uc804\ud558\ub2e4\uace0 \ub290\ub084 \ub54c \uc2e0\ub8b0\uac00 \ud615\uc131\ub429\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uacbd\ud5d8\uc774 \ud63c\ub780\uc2a4\ub7fd\ub2e4\uba74 \ud22c\uc790 \uad00\ub9ac\ub3c4 \ub9c8\ucc2c\uac00\uc9c0\ub85c \ud63c\ub780\uc2a4\ub7ec\uc6b8 \uc218 \uc788\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc98\uc74c\ubd80\ud130 \ub0a0\uc9dc\uac00 \ud3ec\ud568\ub41c \uc815\ud655\ud55c \uc628\ubcf4\ub529 \ub85c\ub4dc\ub9f5\uc744 \ubcf4\ub0b4\uc138\uc694. \uc608\ub97c \ub4e4\uc5b4, 1\uc8fc\ucc28\uc5d0\ub294 \uac80\uc0c9 \ubc0f \ub370\uc774\ud130 \uc218\uc9d1, 2\uc8fc\ucc28\uc5d0\ub294 \uacc4\uc88c \uac1c\uc124 \ubc0f \uaddc\uc815 \uc900\uc218 \uc810\uac80 \uc644\ub8cc, 3\uc8fc\ucc28\uc5d0\ub294 \uccab \ubc88\uc9f8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0 \ub4f1 3\ub2e8\uacc4 \uacc4\ud68d\uc744 \uacf5\uc720\ud558\uc138\uc694. \uc774\ub807\uac8c \uba85\ud655\ud558\uac8c \ud558\uba74 \uace0\uac1d\uc758 \ubd88\uc548\uac10\uc744 \uc904\uc774\uace0 \uae30\ub300\uce58\ub97c \uba85\ud655\ud558\uac8c \uc124\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc6a9\uc801\uc778 \uc138\ubd80 \uc0ac\ud56d\uc740 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uac01 \ub2e8\uacc4\uac00 \uc644\ub8cc\ub418\uba74 \uc989\uc2dc \ud655\uc778 \uc774\uba54\uc77c\uc744 \ubcf4\ub0b4\uc138\uc694. \uace0\uac1d\uc5d0\uac8c \ub2e4\uc74c \ub2e8\uacc4\uc640 \uc2dc\uae30\ub97c \uc815\ud655\ud788 \uc54c\ub824\uc8fc\ub294 \uba85\ud655\ud55c \ub2e4\uc74c \ub2e8\uacc4 \uba54\uc2dc\uc9c0\ub97c \ud3ec\ud568\ud558\uc138\uc694. \ubd80\uc11c \uac04 \ud1b5\ud654 \uc804\ud658 \uc5c6\uc774 \uc9c8\ubb38\uc5d0 \ub2f5\ubcc0\ud560 \uc218 \uc788\ub294 \uc804\ub2f4 \uc628\ubcf4\ub529 \ub2f4\ub2f9\uc790\ub97c \uc9c0\uc815\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \ucd5c\uc2e0 CRM\uc740 \uc591\uc2dd\uc774\ub098 \ubb38\uc11c\uac00 \uc81c\ucd9c\ub418\ub294 \uc989\uc2dc \uc790\ub3d9\ud654\ub41c \uac1c\uc778 \ud655\uc778\uc744 \ubcf4\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uc810\uc740 \uc0ac\uc18c\ud574 \ubcf4\uc77c \uc218 \uc788\uc9c0\ub9cc \uc77c\uad00\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uacfc \uc804\ubb38\uc131\uc774\ub77c\ub294 \ub290\ub08c\uc73c\ub85c \ucd95\uc801\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reduce-time-to-funded-account\">\uacc4\uc815 \uc790\uae08 \uc870\ub2ec \uc2dc\uac04 \ub2e8\ucd95<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac04\uc18c\ud654\ub41c \uc628\ubcf4\ub529\uc740 \uc704\uc784\uc7a5 \uc11c\uba85\ubd80\ud130 \uacc4\uc88c \uc785\uae08\uae4c\uc9c0 \uac78\ub9ac\ub294 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 \ub370 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \ud45c\uc900 \uc790\uc0b0 \uad00\ub9ac \uace0\uac1d\uc758 \uacbd\uc6b0 \uc601\uc5c5\uc77c \uae30\uc900 5\uc77c\uc774 \ud569\ub9ac\uc801\uc778 \ubaa9\ud45c\uc785\ub2c8\ub2e4. \uc5ec\ub7ec \uba85\uc758 \uc218\uc775 \uc18c\uc720\uc790\uac00 \uc788\uac70\ub098 \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \ubcf5\uc7a1\ud55c \uacbd\uc6b0\uc5d0\ub294 10\uc77c\uc774 \uc18c\uc694\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uc11c\uba85\uc744 \uc0ac\uc6a9\ud558\uba74 \uc789\ud06c\uc640 \ud0dd\ubc30 \uc11c\ube44\uc2a4\uac00 \ud544\uc694 \uc5c6\uc2b5\ub2c8\ub2e4. \ubbf8\ub9ac \ucc44\uc6cc\uc9c4 \uc591\uc2dd\uc740 CRM \uae30\ub85d\uc5d0\uc11c \uae30\uc874 \uace0\uac1d \uc815\ubcf4\ub97c \uac00\uc838\uc624\uae30 \ub54c\ubb38\uc5d0 \uace0\uac1d\uc740 \ub2e4\uc2dc \uc785\ub825\ud558\uc9c0 \uc54a\uace0 \ud655\uc778\ub9cc \ud558\uba74 \ub429\ub2c8\ub2e4. \uc790\ub3d9 \ub370\uc774\ud130 \uac80\uc0ac\ub294 \uc5ec\uad8c \ubc88\ud638, \ub0a9\uc138\uc790 \ubc88\ud638, IBAN\uc758 \uc720\ud6a8\uc131\uc744 \uc2e4\uc2dc\uac04\uc73c\ub85c \ud655\uc778\ud558\ubbc0\ub85c \uae30\uc874 \ud504\ub85c\uc138\uc2a4\ub97c \ub418\ud480\uc774\ud558\ub294 \ubc88\uac70\ub85c\uc6c0\uc744 \ud53c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \ubbfc\uac04 \uc740\ud589\uc5d0\uc11c\ub294 \uc774\uba54\uc77c \ucca8\ubd80\ud30c\uc77c\uc744 \uc548\ub0b4\uac00 \ud3ec\ud568\ub41c \ub514\uc9c0\ud138 \uc591\uc2dd\uc73c\ub85c \ub300\uccb4\ud558\uc5ec \ud3c9\uade0 20\uc77c\uc774 \uac78\ub9ac\ub358 \uc81c\ucd9c \uae30\uac04\uc744 7\uc77c\ub85c \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4. \uc591\uc2dd\uc740 \uace0\uac1d\uc758 \ub2f5\ubcc0\uc744 \uae30\ubc18\uc73c\ub85c \uc870\uc815\ub418\uc5b4 \uad00\ub828 \uc5c6\ub294 \uc139\uc158\uc744 \uc228\uae30\uace0 \uc81c\ucd9c\uc774 \ud5c8\uc6a9\ub418\uae30 \uc804\uc5d0 \ub204\ub77d\ub41c \uc815\ubcf4\ub97c \ubb3b\ub294 \uba54\uc2dc\uc9c0\ub97c \ud45c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815\uc744 \uc644\ubcbd\ud558\uac8c \uc900\uc218\ud558\uba74\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \uacc4\uc815\uc744 \ud65c\uc131\ud654\ud558\ub294 \uae30\uc5c5\uc774 \ub418\uba74 \uc9c4\uc815\ud55c \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc740 \uacbd\uc7c1\uc5c5\uccb4\uac00 \uc5ec\uc804\ud788 \uc11c\ub958\ub97c \uc218\uc9d1\ud558\ub294 \ub3d9\uc548 \uc11c\ube44\uc2a4\ub97c \uc2dc\uc791\ud560 \uc218 \uc788\ub294 \uc2dc\uae30\ub97c \uc54c\uc544\ucc28\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-improve-compliance-quality-while-cutting-manual-work\">\uc218\uc791\uc5c5\uc744 \uc904\uc774\uba74\uc11c \uaddc\uc815 \uc900\uc218 \ud488\uc9c8 \ud5a5\uc0c1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac04\uc18c\ud654\uac00 \uace7 AML \ubc0f KYC \uc81c\uc5b4\uc758 \uc57d\ud654\ub97c \uc758\ubbf8\ud558\uc9c0\ub294 \uc54a\uc2b5\ub2c8\ub2e4. \ub354 \uc801\uc740 \uc218\uc791\uc5c5\uc73c\ub85c \ub354 \ub9ce\uc740 \ubb38\uc81c\ub97c \ud3ec\ucc29\ud558\ub294 \ub354 \uc2a4\ub9c8\ud2b8\ud55c \uc81c\uc5b4\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc5d0 PEP \ubc0f \uc81c\uc7ac \uc810\uac80\uc744 \uc9c1\uc811 \ud3ec\ud568\ud558\uba74 \uc784\uc2dc \uc218\ub3d9 \uc810\uac80\uc5d0 \ube44\ud574 \uc54c\ub9bc \ub204\ub77d\uc758 \uc704\ud5d8\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \uc801\uc808\ud55c \ub2e8\uacc4\uc5d0\uc11c \uc790\ub3d9\uc73c\ub85c \uac80\uc0ac\uac00 \uc774\ub8e8\uc5b4\uc9c0\uba74 \uc2dc\uac04 \uc555\ubc15\uc73c\ub85c \uc778\ud574 \uac80\uc0ac\ub97c \uc2e4\ud589\ud558\ub294 \uac83\uc744 \uc78a\uac70\ub098 \uac74\ub108\ub6f0\ub294 \uc77c\uc774 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac70\uc8fc \uad6d\uac00, \uc790\uae08 \ucd9c\ucc98, \uc0c1\ud488 \uc720\ud615\uacfc \uac19\uc740 \uac1d\uad00\uc801\uc778 \uae30\uc900\uc5d0 \ub530\ub77c \uc790\ub3d9\ud654\ub41c \uc704\ud5d8 \uc810\uc218\ub97c \ub9e4\uaca8 \ubaa8\ub4e0 \uc2e0\uaddc \uace0\uac1d\uc744 \uc77c\uad00\ub418\uac8c \ubd84\ub958\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc704\ud5d8 \uad00\ud560 \uc9c0\uc5ed\uc758 \uace0\uac1d\uc740 \uc5b4\ub5a4 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uacc4\uc88c\ub97c \ucc98\ub9ac\ud558\ub4e0 \uad00\uacc4\uc5c6\uc774 \ud56d\uc0c1 \uac15\ud654\ub41c \uc2e4\uc0ac\ub97c \ubc1b\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \ubcf4\uc874 \uc815\ucc45\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ubaa8\ub4e0 \uc218\ud45c, \uc2b9\uc778 \ubc0f \ubb38\uc11c\ub97c \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0 \uc800\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc790\ub3d9\ud654\ub41c \uc81c\uc5b4\uc640 \uc548\uc804\ud55c \ubb38\uc11c \uc800\uc7a5\uc18c\uc758 \uc870\ud569\uc73c\ub85c \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uac00 \uaddc\uc81c \uc694\uac74\uc744 \uc900\uc218\ud55c\ub2e4\ub294 \ud655\uc2e0\uc744 \uac00\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-components-of-a-simplified-financial-onboarding-process\">\uac04\uc18c\ud654\ub41c \uae08\uc735 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc758 \ud575\uc2ec \uad6c\uc131 \uc694\uc18c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uac04\uc18c\ud654\ub294 \uba87 \uac00\uc9c0 \ud575\uc2ec \ube4c\ub529 \ube14\ub85d\uc744 \ud45c\uc900\ud654\ud558\uc5ec \ub9ac\ud14c\uc77c, \ud504\ub77c\uc774\ube57 \ubc45\ud0b9, \uae30\uad00 \ubd80\ubb38\uc5d0\uc11c \uc7ac\uc0ac\uc6a9\ud568\uc73c\ub85c\uc368 \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \uace0\uac1d \uc720\ud615\uc5d0 \ub9de\uac8c \ud504\ub85c\uc138\uc2a4\ub97c \uc7ac\ucc3d\uc870\ud558\ub294 \ub300\uc2e0 \ub2e4\uc591\ud55c \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\uac8c \uad6c\uc131\ud560 \uc218 \uc788\ub294 \ubaa8\ub4c8\uc2dd \uad6c\uc131 \uc694\uc18c\ub97c \uc124\uacc4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \uad6c\uc131 \uc694\uc18c\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uad6c\uc131 \uc694\uc18c<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ubaa9\uc801<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \ub370\uc774\ud130 \ucea1\ucc98<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc885\uc774 \uc591\uc2dd\uc744 \ubc18\uc751\ud615 \ub514\uc9c0\ud138 \uc124\ubb38\uc9c0\ub85c \ub300\uccb4\ud558\uae30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc2e0\uc6d0 \ud655\uc778<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c \uc2a4\uce94 \ubc0f \ub370\uc774\ud130\ubca0\uc774\uc2a4 \uac80\uc0ac\ub97c \uc0ac\uc6a9\ud558\uc5ec \ud074\ub77c\uc774\uc5b8\ud2b8 \uc2e0\uc6d0 \ud655\uc778<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \ubc0f \uc801\ud569\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \ud504\ub85c\ud544 \ubc0f \ud22c\uc790 \uc801\uc808\uc131 \ud3c9\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c \uad00\ub9ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud544\uc694\ud55c \uc99d\uac70\ub97c \ud558\ub098\uc758 \uc548\uc804\ud55c \uc7a5\uc18c\uc5d0 \uc218\uc9d1 \ubc0f \ubcf4\uad00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uacc4\uc88c \uac1c\uc124<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc218\ud0c1 \ubc0f \uc740\ud589 \uc2dc\uc2a4\ud15c\uc5d0 \uacc4\uc815 \uc124\uc815<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud658\uc601 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc644\ub8cc \ud655\uc778 \ubc0f \uccab \ubc88\uc9f8 \uac80\ud1a0\uc5d0 \ub300\ud55c \uae30\ub300\uce58 \uc124\uc815<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uad6c\uc131 \uc694\uc18c\ub294 \uc18c\uc720\uc790, \uc2dc\uac04 \ubaa9\ud45c, \ucd5c\uc18c\ud55c\uc758 \ud578\ub4dc\uc624\ud504\uac00 \uc788\ub294 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc758 \uba85\ud655\ud55c \ub2e8\uacc4\uc5ec\uc57c \ud569\ub2c8\ub2e4. \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ud300\uc774 KYC \uc2b9\uc778\uc744 \uc18c\uc720\ud558\uace0 \uc6b4\uc601 \ud300\uc774 \uacc4\uc88c \uac1c\uc124\uc744 \uc18c\uc720\ud558\uba74 \ub450 \ud300 \ubaa8\ub450 \uc5c5\ubb34 \uc2dc\uc791\uacfc \uc885\ub8cc \uc2dc\uc810\uc744 \uc815\ud655\ud788 \uc54c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-data-capture-instead-of-paper-forms\">\uc885\uc774 \uc591\uc2dd \ub300\uc2e0 \ub514\uc9c0\ud138 \ub370\uc774\ud130 \ucea1\ucc98<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\uc1c4, \uc11c\uba85, \uc2a4\uce94, \uc774\uba54\uc77c \uc804\uc1a1\uc744 \uac70\uccd0\uc57c \ud558\ub294 \uae30\uc874 PDF \uc591\uc2dd\uc740 \uae30\uc874 \uace0\uac1d \uc628\ubcf4\ub529\uc758 \ubaa8\ub4e0 \ubb38\uc81c\uc810\uc744 \ub300\ud45c\ud569\ub2c8\ub2e4. \ub290\ub9ac\uace0 \uc624\ub958\uac00 \ubc1c\uc0dd\ud558\uae30 \uc26c\uc6b0\uba70 \uace0\uac1d \uacbd\ud5d8\uc774 \uc88b\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\uc751\ud615 \ub514\uc9c0\ud138 \uc591\uc2dd\uc740 \ubaa8\ubc14\uc77c\uacfc \ub178\ud2b8\ubd81\uc5d0\uc11c \uc791\ub3d9\ud558\uba70 \ud654\uba74\uc5d0 \ub9de\uac8c \ub808\uc774\uc544\uc6c3\uc744 \uc870\uc815\ud569\ub2c8\ub2e4. CRM \uae30\ub85d\uc5d0\uc11c \ubbf8\ub9ac \ucc44\uc6cc\uc9c4 \ud544\ub4dc\ub97c \uac00\uc838\uc624\uae30 \ub54c\ubb38\uc5d0 \uccab \ubbf8\ud305\uc5d0\uc11c \uc774\ub984\uacfc \uc774\uba54\uc77c\uc744 \uc81c\uacf5\ud55c \uc7a0\uc7ac \uace0\uac1d\uc774 \ub2e4\uc2dc \uc785\ub825\ud560 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4. \uc870\uac74\ubd80 \uc9c8\ubb38\uc740 \uad00\ub828\uc131\uc774 \uc5c6\ub294 \uc139\uc158\uc744 \uc228\uae30\ubbc0\ub85c \uad6d\ub0b4 \uace0\uac1d\uc740 \ud574\uc678 \uac70\uc8fc\uc9c0\uc5d0 \ub300\ud55c \uc9c8\ubb38\uc744 \ubcfc \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9 \uc720\ud6a8\uc131 \uac80\uc0ac\ub294 \uc81c\ucd9c \uc804\uc5d0 \uc624\ub958\ub97c \uc7a1\uc544\ub0c5\ub2c8\ub2e4. IBAN \ud615\uc2dd\uc774 \uc798\ubabb\ub418\uc5c8\uac70\ub098 \uc5ec\uad8c \ub9cc\ub8cc\uc77c\uc774 \uc9c0\ub09c \uacbd\uc6b0 \uba70\uce60 \ud6c4 \ud6c4\uc18d \uc774\uba54\uc77c\uc744 \uc0dd\uc131\ud558\uc9c0 \uc54a\uace0 \uc989\uc2dc \uc218\uc815\ud558\ub77c\ub294 \uba54\uc2dc\uc9c0\uac00 \uc591\uc2dd\uc5d0 \ud45c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\ub7ec \ud398\uc774\uc9c0\ub85c \uad6c\uc131\ub41c \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 15\ubd84 \uc774\ub0b4\uc5d0 \uc644\ub8cc\ud560 \uc218 \uc788\ub294 \uc548\ub0b4 \ub9c8\ubc95\uc0ac\ub85c \ubc14\uafd4\ubcf4\uc138\uc694. \uac01 \ud654\uba74\uc740 \ud558\ub098\uc758 \uc8fc\uc81c\ub97c \ub2e4\ub8e8\uace0, \uc9c4\ud589 \uc0c1\ud669\uc740 \uc790\ub3d9\uc73c\ub85c \uc800\uc7a5\ub418\uba70, \uace0\uac1d\uc740 \uc911\ub2e8\ub41c \uacbd\uc6b0 \ub098\uc911\uc5d0 \ub2e4\uc2dc \ub3cc\uc544\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass <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=\"5945\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \uc591\uc2dd\uc744 \uc6f9\uc0ac\uc774\ud2b8\uc5d0 \uc0bd\uc785\ud558\uac70\ub098 \uc7a0\uc7ac \uace0\uac1d\uc5d0\uac8c \ubcf4\uc548 \ucd08\ub300\ub97c \ud1b5\ud574 \ubcf4\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4 \uc5c6\uc774 CRM\uc73c\ub85c \ubc14\ub85c \uc774\ub3d9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrated-digital-identity-and-kyc-checks\">\ud1b5\ud569 \ub514\uc9c0\ud138 \uc2e0\uc6d0 \ubc0f KYC \ud655\uc778<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \uc628\ubcf4\ub529\uc740 \ube44\ub514\uc624 \ub610\ub294 \uc140\uce74 \ud655\uc778, \ubb38\uc11c \uc2a4\uce94, \ubc31\uc5d4\ub4dc \ub370\uc774\ud130\ubca0\uc774\uc2a4 \ud655\uc778\uc744 \ubcc4\ub3c4\uc758 \ub3c4\uad6c\uac00 \uc544\ub2cc \ub2e8\uc77c \uacbd\ub85c\ub85c \uacb0\ud569\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\uc740 \uace0\uac1d\uacfc\uc758 \ub9c8\ucc30\uc744 \uc904\uc774\uba74\uc11c \ub370\uc774\ud130 \uc218\uc9d1 \ud488\uc9c8\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uccb4\uc801\uc778 \ud655\uc778 \ubc29\ubc95\uc5d0\ub294 \uad11\ud559 \ubb38\uc790 \uc778\uc2dd\uc744 \uc774\uc6a9\ud55c \uc5ec\uad8c \ubc0f \uad6d\uac00 \uc2e0\ubd84\uc99d \uc778\uc2dd, \uacf5\uacfc\uae08 \uccad\uad6c\uc11c \ub610\ub294 \uc740\ud589 \uba85\uc138\uc11c\uc640\uc758 \uc8fc\uc18c \ud655\uc778, EU \ubc0f UN \uc81c\uc7ac \ubaa9\ub85d\uacfc\uc758 \ub300\uc870 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud655\uc778\uc740 \uba87 \uc2dc\uac04\uc774 \uc544\ub2cc \uba87 \ucd08 \ub9cc\uc5d0 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9 KYC \uc704\ud5d8\ub3c4 \uc810\uc218\ub294 \uace0\uac1d\uc744 \uc800\uc704\ud5d8, \uc911\uc704\ud5d8 \ub610\ub294 \uace0\uc704\ud5d8 \uce74\ud14c\uace0\ub9ac\ub85c \ubd84\ub958\ud558\uace0 \ud574\ub2f9 \uac80\ud1a0 \ub2e8\uacc4\ub97c \uac70\uce69\ub2c8\ub2e4. \ub2e8\uc21c \ud22c\uc790 \uacc4\uc88c\ub97c \ubcf4\uc720\ud55c \uc800\uc704\ud5d8 \uad6d\ub0b4 \uace0\uac1d\uc758 \uacbd\uc6b0 \ud45c\uc900 \uc2e4\uc0ac\ub9cc \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcf5\uc7a1\ud55c \uad6c\uc870\ub97c \uac00\uc9c4 \uace0\uc704\ud5d8 \ud574\uc678 \uace0\uac1d\uc740 \uace0\uc704 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ub2f4\ub2f9\uc790\uc758 \uac15\ud654\ub41c \uac80\ud1a0\ub97c \ubc1b\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \uc0ac\uc6a9\ud558\uba74 KYC \uae30\ub85d\uc774 \uace0\uac1d \ud504\ub85c\ud544\uc5d0 \uc5f0\uacb0\ub429\ub2c8\ub2e4. 2026\ub144 \uc774\ud6c4 \uc815\uae30 \uac80\ud1a0 \uae30\ud55c\uc774 \ub3c4\ub798\ud558\uba74 \uc2dc\uc2a4\ud15c\uc740 \ubaa8\ub4e0 \uc138\ubd80 \uc0ac\ud56d\uc744 \ub2e4\uc2dc \ubb3b\uc9c0 \uc54a\uace0 \uae30\uc874 \ub370\uc774\ud130\ub97c \uc7ac\uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uace0\uac1d\uacfc \uac15\ub825\ud55c \uace0\uac1d \uad00\uacc4\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uace0\uac1d\uc758 \uc758\ubb34\uc5d0 \ub300\ud55c \ubd80\ub2f4\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-streamlined-document-collection-and-e-signature\">\uac04\uc18c\ud654\ub41c \ubb38\uc11c \uc218\uc9d1 \ubc0f \uc804\uc790 \uc11c\uba85<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc11c\ub958 \uc694\uac74\uc744 \ud55c \ubc88 \uc124\uba85\ud558\uace0 \uac04\ub2e8\ud55c \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub97c \uc81c\uc2dc\ud574\uc57c \ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \ub3d9\uc77c\ud55c \uc8fc\uc18c \uc99d\uba85\uc744 \uc694\uccad\ud558\ub294 \uc774\uba54\uc77c\uc744 \uc5ec\ub7ec \ubc88 \ubc1b\uac70\ub098 \uc5ec\uad8c \uc0ac\ubcf8\uc744 \uc774\ubbf8 \uc81c\ucd9c\ud588\ub294\uc9c0 \uad81\uae08\ud574\ud558\uc9c0 \uc54a\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc73c\ub85c \ud544\uc694\ud55c \uc11c\ub958\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ucd5c\uadfc 3\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \ubc1c\uae09\ub41c \uc2e0\ubd84 \uc99d\uba85\uc11c<\/li>\n\n\n\n<li>\uacf5\uacfc\uae08 \uccad\uad6c\uc11c \ub610\ub294 \uc740\ud589 \uba85\uc138\uc11c \ub4f1 \uc8fc\uc18c \uc99d\uba85 \uc11c\ub958<\/li>\n\n\n\n<li>\uace0\uc561 \uc608\uce58\uae08\uc5d0 \ub300\ud55c \uc790\uae08 \ucd9c\ucc98 \uc99d\uba85<\/li>\n\n\n\n<li>\uc870\uc138 \uac70\uc8fc\uc9c0 \uc790\uccb4 \uc778\uc99d<\/li>\n\n\n\n<li>\ud22c\uc790 \uc704\uc784\uc7a5 \ub610\ub294 \uc790\ubb38 \uacc4\uc57d \uccb4\uacb0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\uc790 \uc11c\uba85\uc744 \uc0ac\uc6a9\ud558\uba74 \uc7ac\ub7c9 \uc704\uc784\uc7a5 \ubc0f \ud22c\uc790 \uc815\ucc45 \uc124\uba85\uc11c\ub97c \uc9c1\uc811 \ub9cc\ub098\uac70\ub098 \ud0dd\ubc30 \uc11c\ube44\uc2a4\ub97c \uc774\uc6a9\ud560 \ud544\uc694\uac00 \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc804 \uc138\uacc4 \uc5b4\ub514\uc5d0\uc11c\ub098 \ubb38\uc11c\ub97c \uac80\ud1a0\ud558\uace0 \uc11c\uba85\ud560 \uc218 \uc788\uc73c\uba70, \uc11c\uba85\ub41c \ubc84\uc804\uc740 \uc790\ub3d9\uc73c\ub85c \uc800\uc7a5\ub418\uace0 \ud504\ub85c\ud544\uc5d0 \uc5f0\uacb0\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc11c\uba85\ub41c \ubb38\uc11c\ub97c \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc5d0 \uc800\uc7a5\ud558\uace0 \uac10\uc0ac \ubaa9\uc801\uc73c\ub85c \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \uc5f0\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \uc11c\uba85\uc740 \ud0c0\uc784\uc2a4\ud0ec\ud504\uac00 \ucc0d\ud788\uace0 \uc804\uccb4 \uad00\ub9ac \uccb4\uc778\uc774 \ubcf4\uc874\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-account-opening-and-portfolio-setup\">\uc790\ub3d9\ud654\ub41c \uacc4\uc88c \uac1c\uc124 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc124\uc815<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\uc640 \uc11c\ub958\uac00 \uc2b9\uc778\ub418\uba74 \uacc4\uc88c \uac1c\uc124\uc740 \uaddc\uc815\uc774 \ud5c8\uc6a9\ud558\ub294 \ud55c \uc790\ub3d9\uc5d0 \uac00\uae5d\uac8c \uc9c4\ud589\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ud45c\uc900 \uc0ac\ub840\uc758 \uacbd\uc6b0 \ucd5c\uc885 \ud655\uc778 \ud074\ub9ad \uc678\uc5d0\ub294 \uc218\ub3d9 \uac1c\uc785\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ud1b5\ud574 \uc218\ud0c1 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uacc4\uc88c \uae30\ub85d\uc744 \uc0dd\uc131\ud558\uace0 \ud569\uc758\ub41c \uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \ub530\ub77c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud15c\ud50c\ub9bf\uc744 \ud560\ub2f9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uade0\ud615 \uc7a1\ud78c \ud504\ub85c\ud544\uc740 \uc0ac\uc804 \uc815\uc758\ub41c \uc790\uc0b0 \ubc30\ubd84 \ubc0f \uc218\uc218\ub8cc \uc77c\uc815\uc774 \ud3ec\ud568\ub41c \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc790\ub3d9\uc73c\ub85c \uc218\uc2e0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uade0\ud615 \uc7a1\ud78c \ud504\ub85c\ud544\uc744 \uac00\uc9c4 \uace0\uac1d\uc5d0 \ub300\ud55c \uc790\ubb38 \uc704\uc784\uc774 \uc788\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \uc2b9\uc778\uc744 \ubc1b\uc73c\uba74 \uc2dc\uc2a4\ud15c\uc774 \uc790\ub3d9\uc73c\ub85c \uacc4\uc815\uc744 \uc0dd\uc131\ud558\uace0, \uc801\uc808\ud55c \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud560\ub2f9\ud558\uace0, \uc218\uc218\ub8cc \uc77c\uc815\uc744 \uc124\uc815\ud558\uace0, \uace0\uac1d\uc774 \uccab \ubc88\uc9f8 \uac80\ud1a0 \ud68c\uc758\ub97c \ud560 \uc900\ube44\uac00 \ub418\uc5c8\uc74c\uc744 \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \uc54c\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc790\ub294 \uc628\ubcf4\ub529 \ub370\uc774\ud130\ub97c \uc9c1\uc811 \uc218\uc2e0\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc774\uc911 \uc785\ub825\uc774 \ud544\uc694 \uc5c6\uace0 \uc804\uccb4 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc5d0 \uac78\uccd0 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ub2e8\uc77c \uc18c\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-proactive-communication-and-client-education\">\uc0ac\uc804 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \uace0\uac1d \uad50\uc721<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uba85\ud655\ud558\uace0 \uc815\uae30\uc801\uc778 \uc5c5\ub370\uc774\ud2b8 \ub355\ubd84\uc5d0 \uc628\ubcf4\ub529\uc774 \uac04\uc18c\ud654\ub418\uc5b4 \uace0\uac1d\ub3c4 \uac04\ud3b8\ud558\uac8c \ub290\ub084 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uce68\ubb35\uc740 \uace0\uac1d \uc2e0\ub8b0\uc758 \uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \ub9c8\uc77c\uc2a4\ud1a4\uc5d0 \ub9de\ucdb0 \uc801\uc2dc\uc5d0 \uc54c\ub9bc\uc744 \ubcf4\ub0b4\uc138\uc694:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC\uac00 \uc2b9\uc778\ub418\uc5c8\uc2b5\ub2c8\ub2e4: \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\uac00 \uc644\ub8cc\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uacc4\uc88c\uac00 \uac1c\uc124\ub418\uc5c8\uc2b5\ub2c8\ub2e4: \uc774\uc81c \uacc4\uc815\uc774 \ud65c\uc131\ud654\ub418\uc5b4 \ud380\ub529\ud560 \uc900\ube44\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uccab \ubc88\uc9f8 \uba85\uc138\uc11c\ub97c \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4: \ucd08\uae30 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc11c\uac00 \ud3ec\ud138\uc5d0 \uc900\ube44\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b9\uc815 \uc11c\ub958\uac00 \ud544\uc694\ud55c \uc774\uc720\uc640 \uc2a4\uc704\uc2a4 \ub610\ub294 EU \uaddc\uc815\uc774 \uace0\uac1d\uc744 \uc5b4\ub5bb\uac8c \ubcf4\ud638\ud558\ub294\uc9c0 \uc124\uba85\ud558\ub294 \uc9e7\uc740 \uad50\uc721 \ucf58\ud150\uce20\ub97c \ud3ec\ud568\ud558\uc138\uc694. \uace0\uac1d\uc774 \uc694\uccad\uc758 \ubaa9\uc801\uc744 \uc774\ud574\ud558\uba74 \uc694\uccad\uc744 \uc2e0\uc18d\ud558\uac8c \uc644\ub8cc\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc544\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass <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=\"5946\">\ub9c8\ucf00\ud305<\/a> \uc790\ub3d9\ud654\ub294 \ub2e4\uc591\ud55c \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub9de\uac8c \ubbf8\ub9ac \uc815\uc758\ub41c \ud15c\ud50c\ub9bf\uc5d0\uc11c \uc774\ub7ec\ud55c \uba54\uc2dc\uc9c0\ub97c \ubcf4\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc5d0\uac8c \ud504\ub85c\uc138\uc2a4\uc5d0 \ub300\ud574 \uad50\uc721\ud558\uba74 \uace0\uac1d \ucc38\uc5ec\ub3c4\ub97c \ub192\uc774\uace0 \uace0\uac1d \uad00\uacc4\ub97c \uac15\ud654\ud560 \uc218 \uc788\ub294 \ud1a0\ub300\ub97c \ub9c8\ub828\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-seven-practical-steps-to-simplify-your-onboarding-workflow\">\uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uac04\uc18c\ud654\ud558\ub294 7\uac00\uc9c0 \uc2e4\uc6a9\uc801\uc778 \ub2e8\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc139\uc158\uc5d0\uc11c\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790 \ub610\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 2025\ub144\uc5d0 \uc628\ubcf4\ub529 \uc5ec\uc815\uc744 \uc5c5\ub370\uc774\ud2b8\ud558\uae30 \uc704\ud574 \ub530\ub97c \uc218 \uc788\ub294 \uad6c\uccb4\uc801\uc778 \ub2e8\uacc4\ubcc4 \ubc29\ubc95\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. \uac01 \ub2e8\uacc4\ub294 \ud604\uc7ac \ud504\ub85c\uc138\uc2a4\ub97c \ub9e4\ud551\ud558\ub294 \uac83\ubd80\ud130 \uacb0\uacfc\ub97c \uce21\uc815\ud558\uace0 \uc9c0\uc18d\uc801\uc73c\ub85c \uac1c\uc120\ud558\ub294 \uac83\uae4c\uc9c0 \uc11c\ub85c\ub97c \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \ub2e8\uacc4\uc5d0\ub294 \uc18c\uaddc\ubaa8 \ubc0f \ub300\uaddc\ubaa8 \uae08\uc735 \uae30\uad00\uacfc \uad00\ub828\ub41c \uc2e4\uc81c \uc0ac\ub840\uac00 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \ub2e8\uc77c CRM \ubc0f \uace0\uac1d \ud3ec\ud138 \ud658\uacbd\uc5d0\uc11c \uc774\ub7ec\ud55c \ub2e8\uacc4\ub97c \uc870\uc728\ud560 \uc218 \uc788\ub294 \ud50c\ub7ab\ud3fc \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-map-and-time-your-current-onboarding-journey\">1\ub2e8\uacc4 \ud604\uc7ac \uc628\ubcf4\ub529 \uc5ec\uc815\uc744 \uacc4\ud68d\ud558\uace0 \uc2dc\uac04\uc744 \uc815\ud558\uc138\uc694.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac04\uc18c\ud654\ud558\ub824\uba74 \uba3c\uc800 \ubb34\uc5c7\uc744 \uac04\uc18c\ud654\ud560 \uac83\uc778\uc9c0 \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4. \ud300 \uac04\uc758 \ud578\ub4dc\uc624\ud504\ub97c \ud3ec\ud568\ud558\uc5ec \uccab \ud68c\uc758\ubd80\ud130 \uccab \uc131\uba85\uc11c\uae4c\uc9c0 \ubaa8\ub4e0 \uc811\uc810\uc744 \uadf8\ub824\ubcf4\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ub9e4\ud551 \uc791\uc5c5\uc5d0\uc11c\ub294 25\ub2e8\uacc4\uc640 30\uc77c\uc774 \uac78\ub9ac\ub294 \ud604\uc7ac \uc5ec\uc815\uc744 \ud45c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ud558\uae30\ubcf4\ub2e4 \uae30\ub2e4\ub9ac\ub294 \ub370 \uc2dc\uac04\uc774 \ub354 \ub9ce\uc774 \uc18c\uc694\ub418\ub294 \ubd80\ubd84\uc744 \ubb38\uc11c\ud654\ud558\uc138\uc694. \uc77c\ubc18\uc801\uc778 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c\ub294 \uc804\uc790 \uc11c\uba85 \ub300\uae30, \uc774\uba54\uc77c \ubc1b\uc740 \ud3b8\uc9c0\ud568\uc5d0 \uc313\uc5ec \uc788\ub294 \uc218\ub3d9 \uaddc\uc815 \uc900\uc218 \uc2b9\uc778, \ub204\ub77d\ub41c \ubb38\uc11c\ub97c \ucd94\uc801\ud558\uae30 \uc704\ud55c \uc804\ud654 \ud1b5\ud654 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc900 \uba54\ud2b8\ub9ad\uc744 \ucea1\ucc98\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ucd5c\ucd08 \uc5f0\ub77d\ubd80\ud130 KYC \uc2b9\uc778\uae4c\uc9c0 \ud3c9\uade0 \uc2dc\uac04<\/li>\n\n\n\n<li>KYC \uc2b9\uc778\ubd80\ud130 \uc790\uae08\uc774 \uc785\uae08\ub418\uae30\uae4c\uc9c0\uc758 \ud3c9\uade0 \uc2dc\uac04<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8\uc5d0\uac8c \ub204\ub77d\ub41c \uc815\ubcf4\ub97c \uc694\uccad\ud558\ub294 \ud69f\uc218<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529 \uc2e0\uccad \uc644\ub8cc\uc728<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uba54\ud2b8\ub9ad\uc740 \uac1c\uc120 \uc0ac\ud56d\uc744 \uce21\uc815\ud560 \uc218 \uc788\ub294 \uae30\ubc18\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-standardise-onboarding-paths-for-main-client-types\">2\ub2e8\uacc4 \uc8fc\uc694 \ud074\ub77c\uc774\uc5b8\ud2b8 \uc720\ud615\uc5d0 \ub300\ud55c \uc628\ubcf4\ub529 \uacbd\ub85c \ud45c\uc900\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uc0ac\ub840\ub97c \uace0\uc720\ud55c \uac83\uc73c\ub85c \ucde8\uae09\ud558\uc9c0 \ub9d0\uace0 \uba87 \uac00\uc9c0 \ud45c\uc900 \uc5ec\uc815\uc744 \uc815\uc758\ud558\uc138\uc694. \uc77c\ubc18\uc801\uc778 \uacbd\ub85c\uc5d0\ub294 \uac1c\uc778 \ud22c\uc790\uc790, \uace0\uc561 \uc790\uc0b0\uac00 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d, \uc18c\uaddc\ubaa8 \uae30\uc5c5 \uacc4\uc815, \uae30\uad00 \uc704\uc784 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uc5ec\uc815\uc5d0\ub294 \uacf5\uc720 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc7ac\uc0ac\uc6a9\ud558\uba74\uc11c \uace0\uc720\ud55c \ubb38\uc11c \uccb4\ud06c\ub9ac\uc2a4\ud2b8, KYC \uae4a\uc774, \uc2b9\uc778 \uaddc\uce59\uc774 \uc788\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad6c\uccb4\uc801\uc778 \uaddc\uce59\uc5d0\ub294 \ub2e8\uc21c\ud55c \uc81c\ud488\uc744 \ucde8\uae09\ud558\ub294 \uad6d\ub0b4 \uace0\uac1d\uc5d0\uac8c\ub294 \uac04\uc18c\ud654\ub41c \uc2e4\uc0ac\ub97c, \ubcf5\uc7a1\ud55c \uad6c\uc870\ub97c \uac00\uc9c4 \uad6d\uacbd\uc744 \ub118\ub294 \uc0c1\ud669\uc5d0\uc11c\ub294 \uac15\ud654\ub41c \uc2e4\uc0ac\ub97c \uc9c0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc6cc\ud06c\ud50c\ub85c\ub294 \uc774\ub7ec\ud55c \uacbd\ub85c\ub97c \uc7ac\uc0ac\uc6a9 \uac00\ub2a5\ud55c \ud15c\ud50c\ub9bf\uc73c\ub85c \ubcf4\uad00\ud558\uc5ec \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ud074\ub9ad \ud55c \ubc88\uc73c\ub85c \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uace0\uac1d\uc744 \ud45c\uc900 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uc7a0\uc7ac \uace0\uac1d\uc73c\ub85c \uc2dd\ubcc4\ud558\uba74 \ubaa8\ub4e0 \uad00\ub828 \ub2e8\uacc4\uc640 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub530\ub77c \uc801\uc808\ud55c \uc628\ubcf4\ub529 \uacbd\ub85c\uac00 \uc790\ub3d9\uc73c\ub85c \ud65c\uc131\ud654\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-replace-paper-with-digital-smart-forms\">3\ub2e8\uacc4 \uc885\uc774\ub97c \ub514\uc9c0\ud138 \uc2a4\ub9c8\ud2b8 \uc591\uc2dd\uc73c\ub85c \ub300\uccb4\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uc7a5 \ub9ce\uc774 \uc0ac\uc6a9\ub418\ub294 \uc591\uc2dd\ubd80\ud130 \ubcc0\ud658\ud558\ub294 \ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd\uc744 \ucde8\ud558\uc138\uc694. \uacc4\uc88c \uac1c\uc124 \uc2e0\uccad\uc11c\uc640 \ud22c\uc790 \ud504\ub85c\ud544 \uc124\ubb38\uc9c0\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uac00\uc7a5 \ub9ce\uc740 \uc591\uacfc \uac00\uc7a5 \ub9ce\uc740 \ubd88\ub9cc\uc744 \uc57c\uae30\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6d0\uce59\uc740 \uac04\ub2e8\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ub97c \ud55c \ubc88\ub9cc \uc694\uccad\ud558\uace0 \ubaa8\ub4e0 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uc7ac\uc0ac\uc6a9\ud558\uc138\uc694. \uc2e4\uc2dc\uac04 \uc720\ud6a8\uc131 \uac80\uc0ac\ub294 \ubd88\uc644\uc804\ud55c \uc138\uae08 ID\ub098 \uc798\ubabb\ub41c \uc774\uba54\uc77c \uc8fc\uc18c\uac00 \uc81c\ucd9c\ub418\ub294 \uac83\uc744 \ubc29\uc9c0\ud558\uc5ec \uc5ed\ucd94\uc801\uc744 \uc904\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc5d0\uc11c \uc591\uc2dd \ud544\ub4dc\ub294 CRM \uc18d\uc131\uc5d0 \uc9c1\uc811 \ub9e4\ud551\ub429\ub2c8\ub2e4. \uace0\uac1d\uc774 \ub514\uc9c0\ud138 \uc591\uc2dd\uc5d0 \uc8fc\uc18c\ub97c \uc785\ub825\ud558\uba74 \ud574\ub2f9 \uc8fc\uc18c\ub294 \ub2e4\uc2dc \uc785\ub825\ud560 \ud544\uc694 \uc5c6\uc774 CRM \ud504\ub85c\ud544, KYC \uae30\ub85d \ubc0f \uace0\uac1d \ud3ec\ud138\uc5d0 \uc989\uc2dc \ud45c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-embed-compliance-checks-into-the-workflow\">4\ub2e8\uacc4 \uc6cc\ud06c\ud50c\ub85c\uc5d0 \uaddc\uc815 \uc900\uc218 \uac80\uc0ac \ud3ec\ud568\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ud504 \uc2dc\uc2a4\ud15c \uc810\uac80\uacfc \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc5d0\uc11c \uc6cc\ud06c\ud50c\ub85c \uaddc\uce59\uc5d0 \uc758\ud574 \uc81c\uc5b4\ub418\ub294 \ub0b4\uc7a5\ub41c AML \ubc0f KYC \ub2e8\uacc4\ub85c \uc804\ud658\ud558\uc138\uc694. \uc2b9\uc778, \uac70\ubd80, \uc5d0\uc2a4\uceec\ub808\uc774\uc158\uc740 \uac10\uc0ac \uc900\ube44\ub97c \uc704\ud574 \ud0c0\uc784\uc2a4\ud0ec\ud504\uc640 \ud568\uaed8 \uc790\ub3d9\uc73c\ub85c \uae30\ub85d\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc608\uc2dc \uaddc\uce59\uc5d0\ub294 30\uc77c \uc774\ub0b4\uc5d0 \ub204\uc801 \uc608\uae08\uc774 \ud2b9\uc815 \uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud558\uba74 \uc790\ub3d9\uc73c\ub85c \uc5d0\uc2a4\uceec\ub808\uc774\uc158\ud558\uac70\ub098, \uc218\uc775\uc801 \uc18c\uc720\uad8c\uc5d0 \uace0\uc704\ud5d8 \uad00\ud560\uad8c\uc774 \ud3ec\ud568\ub41c \uacbd\uc6b0 \uace0\uc704\uae09 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\ub97c \uc758\ubb34\ud654\ud558\ub294 \ub4f1\uc758 \ub0b4\uc6a9\uc774 \ud3ec\ud568\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\ub294 \ud544\uc218 \ud655\uc778\uc744 \uc644\ub8cc\ud558\uc9c0 \uc54a\uc73c\uba74 \uc5b4\ub5a4 \uacc4\uc815\ub3c4 \ud380\ub529 \uc0c1\ud0dc\ub85c \uc804\ud658\ud560 \uc218 \uc5c6\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \ub204\uad70\uac00\uac00 \uc0c1\uc790\uc5d0 \uccb4\ud06c\ud558\ub294 \uac83\uc744 \uae30\uc5b5\ud558\uae30\ub97c \ubc14\ub77c\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc124\uacc4\uc0c1 \uc694\uad6c \uc0ac\ud56d\uc744 \uc900\uc218\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-5-automate-internal-tasks-and-notifications\">5\ub2e8\uacc4 \ub0b4\ubd80 \uc791\uc5c5 \ubc0f \uc54c\ub9bc \uc790\ub3d9\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0b4\ubd80 \uc790\ub3d9\ud654\ub294 \ubbf8\ub4e4 \uc624\ud53c\uc2a4\ub97c \uc704\ud55c \ud2f0\ucf13 \uc0dd\uc131, \ub204\ub77d\ub41c \ubb38\uc11c\uc5d0 \ub300\ud55c \uc54c\ub9bc \uc804\uc1a1, \uae30\ud55c\uc774 \uc9c0\ub09c \uc791\uc5c5\uc5d0 \ub300\ud55c \uad00\uacc4 \uad00\ub9ac\uc790\uc758 \uc54c\ub9bc\uacfc \uac19\uc740 \ubc18\ubcf5\uc801\uc778 \uad00\ub9ac \uc791\uc5c5\uc744 \ucc98\ub9ac\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654 \uc608\uc2dc\uc5d0\ub294 \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d\uc774 3\uc77c \uc774\ub0b4\uc5d0 \uc591\uc2dd\uc744 \uc644\ub8cc\ud558\uc9c0 \uc54a\uc740 \uacbd\uc6b0 \uad00\uacc4 \uad00\ub9ac\uc790\uc5d0\uac8c \uc54c\ub9bc \ubcf4\ub0b4\uae30<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218 \ubd80\uc11c\uc5d0\uc11c \uc0c8 \uacc4\uc815\uc744 \uc2b9\uc778\ud560 \ub54c \uc6b4\uc601 \uc791\uc5c5 \ub9cc\ub4e4\uae30<\/li>\n\n\n\n<li>\uace0\uac00\uce58 \uace0\uac1d\uc774 \ud380\ub529 \ud55c\ub3c4\uc5d0 \ub3c4\ub2ec\ud558\uba74 \uaddc\uc815 \uc900\uc218 \ud300\uc5d0 \uc54c\ub9bc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c1\ud0dc \ub300\uc2dc\ubcf4\ub4dc\ub294 \uc218\ub3d9 \uc774\uba54\uc77c \uc5c5\ub370\uc774\ud2b8\ub97c \uc2e4\uc2dc\uac04 \uac00\uc2dc\uc131\uc73c\ub85c \ub300\uccb4\ud558\uc5ec \uad00\ub9ac\uc790\uac00 \uc5b4\ub5a4 \uacc4\uc815\uc774 \uc65c \uba48\ucdc4\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc90d\ub2c8\ub2e4. InvestGlass \uc791\uc5c5 \uc790\ub3d9\ud654\ub294 \uc218\ub3d9 \ud6c4\uc18d \uc870\uce58\ub97c \uc904\uc5ec\uc8fc\ubbc0\ub85c \ud300\uc740 \uace0\uac1d\uacfc\uc758 \uc758\ubbf8 \uc788\ub294 \ub300\ud654\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-6-create-a-digital-client-portal-for-onboarding\">6\ub2e8\uacc4 \uc628\ubcf4\ub529\uc744 \uc704\ud55c \ub514\uc9c0\ud138 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \ub9cc\ub4e4\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc740 \uc591\uc2dd, \ubb38\uc11c, \uba54\uc2dc\uc9c0 \ubc0f \uc628\ubcf4\ub529 \uc0c1\ud0dc\ub97c \uc704\ud55c \ud558\ub098\uc758 \uc548\uc804\ud55c \uc7a5\uc18c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \ud769\uc5b4\uc838 \uc788\ub294 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\ub97c \uc5c6\uc560\uace0 \uc911\uc694\ud55c \uc815\ubcf4\uac00 \uc798\ubabb\ub41c \uc8fc\uc18c\ub85c \uc804\uc1a1\ub420 \uc704\ud5d8\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud138\uc5d0 \ud45c\uc2dc\ub418\ub294 \ud56d\ubaa9\uc5d0\ub294 \ubbf8\uacb0 \ubb38\uc11c, \uc11c\uba85\ub41c \uc704\uc784\uc7a5, \uc608\uc815\ub41c \ubbf8\ud305 \ubc0f \uc628\ubcf4\ub529 \uc9c4\ud589\ub960 \ud45c\uc2dc\uae30\uac00 \ud3ec\ud568\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uace0\uac1d \ud3ec\ud138\uc740 \uace0\uac1d\uc774 \uc120\ud638\ud558\ub294 \uc5b8\uc5b4\ub85c \ud558\ub8e8 24\uc2dc\uac04 \uc140\ud504 \uc11c\ube44\uc2a4 \uc561\uc138\uc2a4\ub97c \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud3ec\ud138\uc740 \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\uba70, \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc640 \uace0\uac1d\uc5d0\uac8c \ub9e4\uc6b0 \uc911\uc694\ud55c \ub370\uc774\ud130 \ubcf4\uc874 \ubc0f \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\uc5d0 \ub300\ud55c \uae30\ub300\uce58\ub97c \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-7-monitor-kpis-and-continuously-refine\">7\ub2e8\uacc4 KPI\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0 \uc9c0\uc18d\uc801\uc73c\ub85c \uac1c\uc120\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc18d\uc801\uc778 \uce21\uc815\uc73c\ub85c \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc774 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \ucd94\uc801\ud574\uc57c \ud560 \uc8fc\uc694 \uba54\ud2b8\ub9ad\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>Metric<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>Target<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc138\uadf8\uba3c\ud2b8\ubcc4 \ud3c9\uade0 \uc628\ubcf4\ub529 \uae30\uac04<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uccab\ud574\uc5d0 30% \uac10\uc18c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uc591\uc2dd\uc758 \uc644\ub8cc\uc728<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>85% \uc774\uc0c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc628\ubcf4\ub529 \ud6c4 \uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>10\uc810 \ub9cc\uc810\uc5d0 8\uc810 \uc774\uc0c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>100\uac1c \uacc4\uc815\ub2f9 \uaddc\uc815 \uc900\uc218 \uc608\uc678<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5 \ubbf8\ub9cc<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc9c0\ud45c\ub97c \ub9e4\uc6d4 \uac80\ud1a0\ud558\uba74 \ud55c \uc9c0\uc5ed\uc774\ub098 \uc81c\ud488 \ub77c\uc778\uc758 \uc9c0\uc5f0\uacfc \uac19\uc740 \ud328\ud134\uc744 \ubc1c\uacac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubd84\uae30\ubcc4\ub85c \uc791\uc740 \uac1c\uc120\uc744 \ud1b5\ud574 \ub300\uaddc\ubaa8 \ube45\ubc45 \ud504\ub85c\uc81d\ud2b8 \uc5c6\uc774\ub3c4 \ubcc0\ud654\ub97c \uad00\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ub300\uc2dc\ubcf4\ub4dc\ub294 \uacbd\uc601\uc9c4\uacfc \uaddc\uc815 \uc900\uc218 \ud300\uc744 \uc704\ud55c CRM \ub0b4\ubd80\uc758 \uc628\ubcf4\ub529 KPI\ub97c \ud45c\uc2dc\ud558\uc5ec \ucd5c\uc801\ud654 \ub178\ub825\uc744 \uc9d1\uc911\ud560 \uc704\uce58\uc5d0 \ub300\ud55c \ub370\uc774\ud130 \uae30\ubc18 \uc758\uc0ac \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-onboarding-mistakes-that-make-processes-harder-than-necessary\">\ud504\ub85c\uc138\uc2a4\ub97c \ud544\uc694 \uc774\uc0c1\uc73c\ub85c \uc5b4\ub835\uac8c \ub9cc\ub4dc\ub294 \uc77c\ubc18\uc801\uc778 \uc628\ubcf4\ub529 \uc2e4\uc218<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uae30\uc5c5\uc774 \uc885\uc774\uc640 \uc0ac\uc77c\ub85c\ud654\ub41c \ub3c4\uad6c\ub97c \uc911\uc2ec\uc73c\ub85c \uad6c\ucd95\ub41c \uc2b5\uad00\uc744 \ud1b5\ud574 \uc758\ub3c4\uce58 \uc54a\uac8c \ubcf5\uc7a1\uc131\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud328\ud134\uc740 \ud56d\uc0c1 \uadf8\ub807\uac8c \ud574\uc654\uae30 \ub54c\ubb38\uc5d0 \uc758\ubb38\uc744 \uc81c\uae30\ud558\uc9c0 \uc54a\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ube48\ubc88\ud55c \ubb38\uc81c\ub97c \ubc29\uc9c0\ud558\uba74 \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \ud06c\uac8c \ub2e8\ucd95\ud558\uace0 \uc591\ucabd \ubaa8\ub450\uc758 \ubd88\ub9cc\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubaa9\ud45c\ub294 \ube44\ud310\uc774 \uc544\ub2c8\ub77c \uac1c\uc120\uc758 \uae30\ud68c\ub97c \ubc1d\ud788\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-overloading-clients-with-documents-and-questions\">\uace0\uac1d\uc5d0\uac8c \ubb38\uc11c\uc640 \uc9c8\ubb38\uc73c\ub85c \uc778\ud55c \uacfc\ubd80\ud558<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \uc0c1\ud669\uc740 \uace0\uac1d\uc774 \uae38\uace0 \uc911\ubcf5\ub41c \uc124\ubb38\uc9c0\uc640 \uc77c\ubc18 \ube0c\ub85c\uc154\ub97c \ud55c\uaebc\ubc88\uc5d0 \ubc1b\ub294 \uacbd\uc6b0\uc785\ub2c8\ub2e4. \uc815\uc2e0\uc801 \ubd80\ub2f4\uc774 \uacfc\uc911\ud574\uc9c0\uace0 \uc774\uba54\uc77c \ubc1b\uc740 \ud3b8\uc9c0\ud568\uc5d0 \ubd88\uc644\uc804\ud55c \uc591\uc2dd\ub9cc \uc313\uc774\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08 \uaf2d \ud544\uc694\ud55c \uc815\ubcf4\uc640 \ub098\uc911\uc5d0 \uc720\uc6a9\ud55c \uc815\ubcf4\ub97c \uad6c\ubd84\ud558\uc138\uc694. \uace0\uac1d\uc740 \uacc4\uc88c\uac00 \uac1c\uc124\ub418\uae30 \uc804\uc5d0 \uc218\ucde8\uc778 \uc9c0\uc815\uc744 \uc644\ub8cc\ud560 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uae30\ubcf8 \uc5f0\ub77d\ucc98 \uc815\ubcf4\ub97c \uc81c\uacf5\ud558\uae30 \uc804\uc5d0 40\ud398\uc774\uc9c0\uc5d0 \ub2ec\ud558\ub294 \uc774\uc6a9\uc57d\uad00 \ubb38\uc11c\ub97c \uc77d\uc744 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3d9\uc801 \uc591\uc2dd\uc740 \uace0\uac1d\uc758 \ub2f5\ubcc0\uc5d0 \ub530\ub77c \uad00\ub828\uc131\uc774 \uc5c6\ub294 \uc139\uc158\uc744 \uc228\uae38 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc774 \ud574\uc678 \uac70\uc8fc\uc9c0\uac00 \uc5c6\ub2e4\uace0 \ub2f5\ud55c \uacbd\uc6b0 \ud574\uc678 \uacc4\uc88c \uc2e0\uace0\uc5d0 \uad00\ud55c \uc9c8\ubb38\uc774 \ud45c\uc2dc\ub418\uc9c0 \uc54a\uc544\uc57c \ud569\ub2c8\ub2e4. InvestGlass \uc2a4\ub9c8\ud2b8 \uc591\uc2dd\uc740 \uc774 \uc870\uac74\ubd80 \ub17c\ub9ac\ub97c \uc790\ub3d9\uc73c\ub85c \uc801\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-using-disconnected-tools-and-manual-data-transfer\">\uc5f0\uacb0\ub418\uc9c0 \uc54a\uc740 \ub3c4\uad6c \ubc0f \uc218\ub3d9 \ub370\uc774\ud130 \uc804\uc1a1 \uc0ac\uc6a9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\uc9c1\ub3c4 \ub9ce\uc740 \ud300\uc774 \uc774\uba54\uc77c, \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8, \ud575\uc2ec \uc740\ud589 \uc2dc\uc2a4\ud15c, \uc7ac\ubb34 \uacc4\ud68d \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uac04\uc5d0 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc218\ub3d9\uc73c\ub85c \uc774\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc791\uc5c5\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc804\uc1a1\ud560 \ub54c\ub9c8\ub2e4 \uc624\ub958\uc640 \uc9c0\uc5f0\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc2a4\ud15c \uac04\uc5d0 \uc77c\uad00\ub418\uc9c0 \uc54a\uc740 \uace0\uac1d \ud504\ub85c\ud544, \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ub3c4\uad6c\ub85c \uc815\ubcf4\uac00 \uc804\ub2ec\ub418\uc9c0 \uc54a\ub294 \uacbd\uc6b0 KYC \ud50c\ub798\uadf8 \ub204\ub77d, \uc9c0\uc810\uc5d0\uc11c \ubcc4\ub3c4\uc758 \uae30\ub85d\uc744 \uc720\uc9c0\ud558\ub294 \uacbd\uc6b0 \uc5c5\ubb34 \uc911\ubcf5 \ub4f1\uc758 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e8\uc808\uc740 \uc9c1\uc6d0\uacfc \uace0\uac1d \ubaa8\ub450\ub97c \uc2e4\ub9dd\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a0\uc7ac \uace0\uac1d, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \ud558\ub098\uc758 \uae30\ub85d\uc5d0 \ubcf4\uad00\ud558\ub294 \ub2e8\uc77c \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc740 \uc774\ub7ec\ud55c \ubb38\uc81c\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4. InvestGlass\ub294 \ud1b5\ud569\ub41c \uace0\uac1d \ubcf4\uae30\ub97c \uc720\uc9c0\ud558\uba74\uc11c API\ub97c \ud1b5\ud574 \uae30\uc874 \uc2dc\uc2a4\ud15c\uc5d0 \uc5f0\uacb0\ud558\uc5ec \uae08\uc735 \uae30\uad00\uc5d0\uc11c \uc774\ub7ec\ud55c \uc911\uc2ec \uc5ed\ud560\uc744 \uc218\ud589\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ignoring-the-client-perspective-and-language\">\uace0\uac1d\uc758 \uad00\uc810\uacfc \uc5b8\uc5b4 \ubb34\uc2dc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf5\uc7a1\ud55c \ub0b4\ubd80 \uc804\ubb38 \uc6a9\uc5b4\uc640 \uaddc\uc81c \uc694\uac74\uc5d0 \ub300\ud55c \ubd88\uba85\ud655\ud55c \uc124\uba85\uc73c\ub85c \uc778\ud574 \uace0\uac1d\uc740 \uc628\ubcf4\ub529\uc744 \uc5f0\uae30\ud558\uac70\ub098 \ud3ec\uae30\ud558\uac8c \ub429\ub2c8\ub2e4. \uc591\uc2dd\uc5d0\uc11c \u201c\ud569\ubc95\uc801\uc778 \ucd9c\ucc98\ub97c \uc99d\uba85\ud558\ub294 \uc7ac\uc0b0 \ucd9c\ucc98\uc758 \uc99d\uac70'\ub97c \uc694\uad6c\ud558\uba74 \ub9ce\uc740 \uace0\uac1d\uc774 \ubb34\uc5c7\uc744 \uc81c\uacf5\ud574\uc57c \ud560\uc9c0 \ubab0\ub77c \ub09c\uac10\ud574\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc774 \ub41c \uac83\ucc98\ub7fc \uc790\uc2e0\uc758 \uc591\uc2dd\uacfc \uc774\uba54\uc77c\uc744 \ud14c\uc2a4\ud2b8\ud574 \ubcf4\uc138\uc694. \uac04\uc18c\ud654\ud560 \uc218 \uc788\ub294 \ud63c\ub780\uc2a4\ub7ec\uc6b4 \uc139\uc158\uacfc \uae34 \ub2e8\ub77d\uc744 \ud30c\uc545\ud558\uc138\uc694. \uace0\uac1d\uce35\uc5d0 \uc801\ud569\ud55c \ud3c9\uc774\ud55c \uc5b8\uc5b4\ub85c AML, KYC \ubc0f \uc801\ud569\uc131\uc744 \uc124\uba85\ud558\ub294 \ud15c\ud50c\ub9bf\uc744 \uc81c\uacf5\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub9de\ucda4\ud615 \ucf58\ud150\uce20\uc640 \ub2e4\uad6d\uc5b4 \uba54\uc2dc\uc9c0\ub97c \uc9c0\uc6d0\ud558\ubbc0\ub85c \uac01 \uace0\uac1d\uc774 \uc120\ud638\ud558\ub294 \uc5b8\uc5b4\ub85c \uc815\ubcf4\ub97c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uba85\ud655\ud55c \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc740 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud558\uace0 \uc774\ud0c8\uc744 \uc904\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-failing-to-follow-up-when-clients-slow-down\">\uace0\uac1d \uc18d\ub3c4 \uc800\ud558 \uc2dc \ud6c4\uc18d \uc870\uce58 \uc2e4\ud328<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc591\uc2dd\uc774\ub098 \ubb38\uc11c\uac00 \ub204\ub77d\ub418\uc5c8\uc744 \ub54c \uccb4\uacc4\uc801\uc778 \ud6c4\uc18d \uc870\uce58\uac00 \uc5c6\uae30 \ub54c\ubb38\uc5d0 \ub9ce\uc740 \uc720\ub9dd\ud55c \uace0\uac1d \uad00\uacc4\uac00 \uc9c0\uc5f0\ub429\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc2e0\uccad\uc11c\ub97c \uc644\uc131\ud558\ub824\uace0 \ud588\uc9c0\ub9cc \ub2e4\ub978 \uc77c\uc5d0 \uc815\uc2e0\uc774 \ud314\ub9b0 \uacbd\uc6b0. \uc54c\ub9bc\uc774 \uc5c6\uc73c\uba74 \uba70\uce60\uc774 \uba87 \uc8fc\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2~3\uc77c \ub3d9\uc548 \ud65c\ub3d9\uc774 \uc5c6\uc73c\uba74 \uc774\uba54\uc77c\uacfc \ud3ec\ud138 \uba54\uc2dc\uc9c0\ub85c \uc790\ub3d9 \uc54c\ub9bc\uc744 \ubcf4\ub0b4\uba74 \uc911\ub2e8\ub41c \uc628\ubcf4\ub529\uc744 \ub2e4\uc2dc \uc2dc\uc791\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uce58\uac00 \ub192\uac70\ub098 \ubcf5\uc7a1\ud55c \ucf00\uc774\uc2a4\uc5d0 \ub300\ud55c \uac1c\uc778 \uc804\ud654 \ud1b5\ud654\ub294 \uc790\ub3d9 \ub9ac\ub9c8\uc778\ub354\ub97c \ub300\uccb4\ud558\uae30\ubcf4\ub2e4\ub294 \ubcf4\uc644\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc6cc\ud06c\ud50c\ub85c\ub294 \uacc4\uc88c \uac00\uce58 \ub610\ub294 \uc704\ud5d8 \uc218\uc900\uc5d0 \ub530\ub77c \uc5b4\ub4dc\ubc14\uc774\uc800\uc5d0\uac8c \ud6c4\uc18d \uc791\uc5c5\uc744 \ud560\ub2f9\ud558\uc5ec \uc18c\uc911\ud55c \uae30\ud68c\ub97c \ub193\uce58\uc9c0 \uc54a\ub3c4\ub85d \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-simplifies-financial-client-onboarding-with-swiss-data-sovereignty\">InvestGlass\uac00 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c\uc744 \ud1b5\ud574 \uae08\uc735 \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud558\ub294 \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc81c \ub300\uc0c1 \uae08\uc735\ud68c\uc0ac\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub41c \uc2a4\uc704\uc2a4 \uad6d\uc601 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \ub514\uc9c0\ud138 \uc591\uc2dd, KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, AI \ub3c4\uad6c, \uace0\uac1d \ud3ec\ud138 \ub4f1 \ubaa8\ub4e0 \uc628\ubcf4\ub529 \uae30\ub2a5\uc774 \ud558\ub098\uc758 \uc2dc\uc2a4\ud15c \uc548\uc5d0 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ud638\uc2a4\ud305\uc740 \uac15\ub825\ud55c \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638 \ubc0f \ub370\uc774\ud130 \uc0c1\uc8fc \uc694\uac74\uc744 \uac16\ucd98 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \uae30\ud0c0 \uaddc\uc81c\ub97c \ubc1b\ub294 \uc8fc\uccb4\uc5d0\uac8c \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc704\uce58\ub294 \ud2b9\ud788 \uad6d\uc81c \uc790\uc0b0 \uad00\ub9ac \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0 \uac15\ub825\ud55c \uad6d\uacbd \uac04 \ud1b5\uc81c\uac00 \ud544\uc694\ud55c \uc720\ub7fd, \uc911\ub3d9, \uc544\uc2dc\uc544 \ubc0f \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74\uc758 \uae30\uc5c5\uc5d0\uac8c \uc801\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-unified-digital-onboarding-and-crm-for-banks-and-wealth-managers\">\uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \uc704\ud55c \ud1b5\ud569 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc7a0\uc7ac \uace0\uac1d \ucd94\uc801, \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c, \uc9c0\uc18d\uc801\uc778 \uad00\uacc4 \uad00\ub9ac \uae30\ub2a5\uc744 \ud558\ub098\uc758 \uc778\ud130\ud398\uc774\uc2a4\uc5d0 \ud1b5\ud569\ud569\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc0c1\ud0dc \uc5c5\ub370\uc774\ud2b8\ub97c \uc704\ud574 \uc6b4\uc601\ud300\uc5d0 \uc804\ud654\ud558\uc9c0 \uc54a\uace0\ub3c4 \ubaa8\ub4e0 \uace0\uac1d\uc774 \uc628\ubcf4\ub529 \uc5ec\uc815\uc5d0\uc11c \uc5b4\ub290 \ub2e8\uacc4\uc5d0 \uc788\ub294\uc9c0 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc911\uc5d0 \uc218\uc9d1\ub41c \ud544\ub4dc\ub294 CRM \ud504\ub85c\ud544\uc5d0 \uc989\uc2dc \ud45c\uc2dc\ub418\uba70 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \ub9c8\ucf00\ud305 \ubaa8\ub4c8\uc5d0\uc11c \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc704\ud5d8 \ud504\ub85c\ud544 \uc124\ubb38\uc9c0\ub97c \uc791\uc131\ud558\uba74 \ud574\ub2f9 \uc815\ubcf4\ub294 \uc801\ud569\uc131 \ud655\uc778 \ubc0f \ud22c\uc790 \ucd94\ucc9c\uc744 \uc704\ud574 \uc989\uc2dc \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218, \uc601\uc5c5, \uc11c\ube44\uc2a4 \ud300\uc774 \ub3d9\uc77c\ud55c \ub370\uc774\ud130 \uc138\ud2b8\ub85c \uc791\uc5c5\ud560 \uc218 \uc788\ub294 \ud558\ub098\uc758 \uace0\uac1d \ubcf4\uae30\ub97c \uc81c\uacf5\ud55c\ub2e4\ub294 \uc774\uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud1b5\ud569\ub41c \uc811\uadfc \ubc29\uc2dd\uc740 \ub2e8\uc808\ub41c \ub3c4\uad6c\ub97c \uc0ac\uc6a9\ud558\ub294 \uae30\uc5c5\uc744 \uad34\ub86d\ud788\ub294 \ubd88\uc77c\uce58 \ubb38\uc81c\ub97c \uc81c\uac70\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-embedded-kyc-aml-and-compliance-workflows\">\uc784\ubca0\ub514\ub4dc KYC, AML \ubc0f \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc5d0 \ud769\uc5b4\uc838 \uc788\ub294 \ubcc4\ub3c4\uc758 \uccb4\ud06c\ub9ac\uc2a4\ud2b8 \ub300\uc2e0 KYC \uc124\ubb38\uc9c0, \uc704\ud5d8 \uc810\uc218, \uc2b9\uc778 \ub2e8\uacc4\ub97c \uac00\uc774\ub4dc \uc791\uc5c5\uc73c\ub85c \uad6c\uc131\ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\uc640 \ub3d9\uc77c\ud55c \ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \uc791\uc5c5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc775\uc801 \uc18c\uc720\uc790 \ubb38\uc11c, \uc790\uc0b0 \ucd9c\ucc98 \uc99d\uba85, \uad00\uacc4 \uba54\ubaa8\uc640 \uac19\uc740 \uc138\ubd80 \uc815\ubcf4\uac00 \uace0\uac1d \uae30\ub85d\uc5d0 \uc9c1\uc811 \ucca8\ubd80\ub429\ub2c8\ub2e4. \uc0ac\uc804 \uc815\uc758\ub41c \uaddc\uce59\uc740 \uace0\uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \ub300\ud55c 2\ucc28 \uac80\ud1a0\ub97c \uc694\uad6c\ud558\uace0 \uac10\uc0ac\ub97c \uc704\ud574 \ubaa8\ub4e0 \uacb0\uc815\uc744 \uc790\ub3d9\uc73c\ub85c \uae30\ub85d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \ud50c\ub7ab\ud3fc \ub0b4\ubd80\uc5d0\uc11c \uac80\uc0ac\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud568\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \uace0\uac1d \ub370\uc774\ud130\uc640 \uaddc\uc815 \uc900\uc218\ub97c \uac15\ub825\ud558\uac8c \uc81c\uc5b4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uace0\uac1d\uc758 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ub370\uc774\ud130 \uc720\ucd9c\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal-for-secure-onboarding-and-ongoing-service\">\uc548\uc804\ud55c \uc628\ubcf4\ub529 \ubc0f \uc9c0\uc18d\uc801\uc778 \uc11c\ube44\uc2a4\ub97c \uc704\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud3ec\ud138\uc740 \uace0\uac1d\uc774 \uc628\ubcf4\ub529 \ub2e8\uacc4\ub97c \uc644\ub8cc\ud558\uace0, \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud558\uace0, \uacc4\uc57d\uc11c\uc5d0 \uc11c\uba85\ud560 \uc218 \uc788\ub294 \ube0c\ub79c\ub4dc\ud654\ub41c \uc548\uc804\ud55c \uacf5\uac04\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub098\uc911\uc5d0 \ub3d9\uc77c\ud55c \ud3ec\ud138\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc11c, \uc131\uacfc \ub300\uc2dc\ubcf4\ub4dc, \ubcf4\uc548 \uba54\uc2dc\uc9c0\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uc774\uba54\uc77c \ud2b8\ub798\ud53d\uacfc \uc798\ubabb\ub41c \uc8fc\uc18c\ub85c \ubbfc\uac10\ud55c \uc815\ubcf4\uac00 \uc804\uc1a1\ub420 \uc704\ud5d8\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4. \uace0\uac1d\uc740 \ubb38\uc11c\ub97c \ucc3e\uae30 \uc704\ud574 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\ub97c \uac80\uc0c9\ud558\ub294 \ub300\uc2e0 \ud55c \uacf3\uc5d0\uc11c \ubaa8\ub4e0 \uac83\uc744 \ud655\uc778\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc744 \ub192\uc774 \ud3c9\uac00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube0c\ub79c\ub529 \uc635\uc158\uc744 \uc0ac\uc6a9\ud558\uba74 \ud3ec\ud138\uc5d0 \uc740\ud589 \ub610\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790\uc758 \uc815\uccb4\uc131\uc744 \ubc18\uc601\ud560 \uc218 \uc788\uc73c\uba70 InvestGlass\ub294 \ubcf4\uc548 \uc778\ud504\ub77c\ub97c \ubc30\ud6c4\uc5d0\uc11c \uad00\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-and-ai-to-reduce-manual-effort\">\uc218\uc791\uc5c5\uc744 \uc904\uc5ec\uc8fc\ub294 \uc790\ub3d9\ud654 \ubc0f AI<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud658\uc601 \uc774\uba54\uc77c \uc804\uc1a1, \uac80\ud1a0 \uc54c\ub9bc \uc0dd\uc131, \ub204\ub77d\ub41c \ubb38\uc11c \ud50c\ub798\uadf8 \uc9c0\uc815\uacfc \uac19\uc740 \uc791\uc5c5\uc744 \uc790\ub3d9\ud654\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc791\uc5c5 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uad00\uacc4 \uad00\ub9ac\uc790\uc640 \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\uc5d0\uac8c \uc2dc\uac04\uc744 \ub3cc\ub824\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \ub3c4\uad6c\ub294 \ubb38\uc11c\ub97c \ubd84\ub958\ud558\uace0, \uace0\uac1d \ud504\ub85c\ud544\uc744 \uc694\uc57d\ud558\uac70\ub098, \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub97c \uc704\ud55c \ucc28\uc120\ucc45\uc744 \uc81c\uc548\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d \ubbf8\ud305\uc744 \uc900\ube44\ud558\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 AI\uac00 \uc0dd\uc131\ud55c \uace0\uac1d\uc758 \uc7ac\ubb34 \ubaa9\ud45c\uc640 \ucd5c\uadfc \uc0c1\ud638 \uc791\uc6a9\uc5d0 \ub300\ud55c \uc694\uc57d\uc744 \ube60\ub974\uac8c \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uc0ac\uc758 \uc704\ud5d8 \uc131\ud5a5\uacfc \uaddc\uc81c \ud658\uacbd\uc5d0 \ub9de\uac8c \uaddc\uce59\uacfc AI \uae30\ub2a5\uc744 \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uc694\ud55c \uacb0\uc815\uc5d0 \ub300\ud55c \uc0ac\ub78c\uc758 \uac10\ub3c5\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uc0dd\uc0b0\uc131\uc744 \ub192\uc774\ub294 \uac83\uc774 \ubaa9\ud45c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-client-onboarding-checklist-for-simplified-financial-workflows\">\uac04\uc18c\ud654\ub41c \uc7ac\ubb34 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc704\ud55c \uace0\uac1d \uc628\ubcf4\ub529 \uccb4\ud06c\ub9ac\uc2a4\ud2b8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub294 2025\ub144\uacfc 2026\ub144 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ubc14\ub85c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub294 \uc2e4\uc6a9\uc801\uc778 \ubaa9\ub85d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uace0\ubb38, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790 \ubc0f \uc6b4\uc601 \ucc45\uc784\uc790\ub294 \uae30\uad00\uc758 \ud2b9\uc815 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\uac8c \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub294 \ucd94\uc801 \ubc0f \ucc45\uc784 \uc18c\uc7ac\ub97c \uc704\ud574 InvestGlass \uc6cc\ud06c\ud50c\ub85c\uc6b0 \ub0b4\uc5d0\uc11c \uc9c1\uc811 \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-essential-items-for-a-simplified-onboarding-checklist\">\uac04\uc18c\ud654\ub41c \uc628\ubcf4\ub529 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\uc758 \ud544\uc218 \ud56d\ubaa9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc900\ube44 \ub2e8\uacc4<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc591\uc2dd\uc744 \ubcf4\ub0b4\uae30 \uc804\uc5d0 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc640 \uc81c\ud488 \ubc94\uc704\ub97c \ud655\uc778\ud558\uc5ec \uc911\ubcf5 \uc9c8\ubb38\uc744 \ud53c\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc218\uc775\uc801 \uc18c\uc720\uc790 \ubc0f \uad8c\ud55c \uc788\ub294 \uc11c\uba85\uc790\ub97c \ud3ec\ud568\ud55c \ubaa8\ub4e0 \ud544\uc218 \ucc38\uc5ec\uc790 \uc2dd\ubcc4<\/li>\n\n\n\n<li>\uc804\uccb4 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc870\uc815\ud560 \ucc45\uc784\uc774 \uc788\ub294 \uc628\ubcf4\ub529 \uc18c\uc720\uc790\ub97c \uc9c0\uc815\ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \uc811\uc218 \ub2e8\uacc4<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc774\uba54\uc77c, \uc804\ud654, \uac70\uc8fc\uc9c0, \uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c \uc0c1\ud0dc \ud544\ub4dc\ub97c \ud3ec\ud568\ud55c \uc8fc\uc694 \uc5f0\ub77d\ucc98 \ub370\uc774\ud130\ub85c CRM \uae30\ub85d\uc744 \uc0dd\uc131\ud558\uac70\ub098 \uc5c5\ub370\uc774\ud2b8\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uba85\ud655\ud55c \uae30\ud55c\uacfc \ubb38\uc81c \ubc1c\uc0dd \uc2dc \uc9c0\uc6d0 \uc5f0\ub77d\ucc98\uac00 \ud3ec\ud568\ub41c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ucd08\ub300\uc7a5 \ubcf4\ub0b4\uae30<\/li>\n\n\n\n<li>\ubb38\uc11c \uc5c5\ub85c\ub4dc \ubc0f \uc0c1\ud0dc \ucd94\uc801\uc744 \uc704\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \uc561\uc138\uc2a4 \uc81c\uacf5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud655\uc778 \ub2e8\uacc4<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubb38\uc11c \uc2a4\uce94 \ubc0f \uc0dd\uccb4 \uc778\uc2dd \ud655\uc778\uacfc \uac19\uc740 \ub514\uc9c0\ud138 \ubc29\ubc95\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc644\ubcbd\ud55c \uc2e0\uc6d0 \ud655\uc778<\/li>\n\n\n\n<li>\ud22c\uc790 \ubaa9\uc801, \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704, \uc790\uae08 \ucd9c\ucc98\ub97c \ud3ec\ud568\ud55c \uc644\uc804\ud55c \uace0\uac1d\uc54c\uae30\uc81c\ub3c4(KYC) \uc124\ubb38\uc9c0 \uc791\uc131<\/li>\n\n\n\n<li>\uc5ec\uad8c \uc2a4\uce94\ubcf8, \uc8fc\uc18c \uc99d\uba85, \uc7ac\uc0b0 \uc99d\uba85 \ub4f1 \uc99d\ube59 \uc11c\ub958\ub97c \ucca8\ubd80\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\ubb38\uc11c\ud654\ub41c \uacb0\uacfc\uc640 \ud568\uaed8 AML \uac80\uc0ac \ubc0f \uc81c\uc7ac \uc810\uac80 \uc218\ud589<\/li>\n\n\n\n<li>\uc704\ud5d8 \uc810\uc218 \uc791\uc131 \ubc0f \ud544\uc218 \uaddc\uc815 \uc900\uc218 \uc2b9\uc778 \ud68d\ub4dd<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uacc4\uc88c \uac1c\uc124 \ub2e8\uacc4<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubaa8\ub4e0 \ud544\uc218 \ub2f9\uc0ac\uc790\ub97c \ud3ec\ud568\ud55c \uc804\uc790 \uc11c\uba85\uc744 \uc704\ud55c \uacc4\uc57d\uc11c \ubc0f \uc704\uc784\uc7a5 \uc0dd\uc131 \ubc0f \uc804\uc1a1<\/li>\n\n\n\n<li>\ucee4\uc2a4\ud130\ub514 \ub610\ub294 \uc740\ud589 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uace0\uac1d \uacc4\uc815 \uc5f4\uae30<\/li>\n\n\n\n<li>\uc218\uc218\ub8cc \uc77c\uc815 \ubc0f \ubcf4\uace0 \uae30\ubcf8 \uc124\uc815 \uad6c\uc131<\/li>\n\n\n\n<li>\ud569\uc758\ub41c \uc704\ud5d8 \ud504\ub85c\ud544\uc744 \uae30\ubc18\uc73c\ub85c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud15c\ud50c\ub9bf \uc124\uc815<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud658\uc601 \ub2e8\uacc4<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uccab \ubc88\uc9f8 \ud380\ub529\uc744 \ud655\uc778\ud558\uace0 \uacc4\uc815\uc774 \uc644\uc804\ud788 \uc791\ub3d9\ud558\ub294\uc9c0 \ud655\uc778\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud3ec\ud138 \uc561\uc138\uc2a4 \uc9c0\uce68 \ubc0f \uc8fc\uc694 \uc5f0\ub77d\ucc98\uac00 \ud3ec\ud568\ub41c \uc6f0\ucef4 \ud328\ud0a4\uc9c0 \ubcf4\ub0b4\uae30<\/li>\n\n\n\n<li>30\uc77c\uc5d0\uc11c 45\uc77c \uc774\ub0b4\uc5d0 \uccab \ubc88\uc9f8 \uc804\ub7b5 \ub610\ub294 \uac80\ud1a0 \ud68c\uc758 \uc77c\uc815 \uc7a1\uae30<\/li>\n\n\n\n<li>\uc704\ud5d8 \uc218\uc900\uc5d0 \ub530\ub77c \uc9c0\uc18d\uc801\uc778 KYC \uac80\ud1a0 \uc8fc\uae30 \uacc4\ud68d\ud558\uae30<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-to-keep-onboarding-simple-and-client-centric\">\uc628\ubcf4\ub529\uc744 \ub2e8\uc21c\ud558\uace0 \uace0\uac1d \uc911\uc2ec\uc73c\ub85c \uc720\uc9c0\ud558\uae30 \uc704\ud55c \ubaa8\ubc94 \uc0ac\ub840<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc220\ub9cc\uc73c\ub85c\ub294 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc131\uacf5\uc801\uc778 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4 \uad6c\ud604\uc744 \uc704\ud574\uc11c\ub294 \ud504\ub85c\uc138\uc2a4 \uaddc\uc728\uacfc \uc870\uc9c1 \ubb38\ud654\ub3c4 \ub611\uac19\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ubaa8\ubc94 \uc0ac\ub840\ub294 \uc628\ubcf4\ub529 \uc5ec\uc815\uacfc \uad00\ub828\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \ub514\uc790\uc778 \ubc0f \uac70\ubc84\ub10c\uc2a4\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d, \ub3c5\ub9bd \uc790\ubb38 \uacc4\uc88c, \ud22c\uc790 \uc11c\ube44\uc2a4\ub97c \uc6d0\ud558\ub294 \ud68c\uacc4 \ubc95\uc778 \ub4f1 \uc5b4\ub290 \uacf3\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub4e0 \uc801\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-design-onboarding-around-real-client-journeys\">\uc2e4\uc81c \uace0\uac1d \uc5ec\uc815\uc744 \uc911\uc2ec\uc73c\ub85c \uc628\ubcf4\ub529 \uc124\uacc4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0b4\ubd80 \uc870\uc9c1 \uad6c\uc870\uac00 \uc544\ub2cc \uace0\uac1d \uc0c1\ud669\uc5d0 \ub530\ub77c \uc5ec\uc815\uc744 \ub9e4\ud551\ud558\uc138\uc694. \ucc98\uc74c \ud22c\uc790\ud558\ub294 \ud22c\uc790\uc790\ub294 \ud68c\uc0ac\ub97c \ub9e4\uac01\ud558\ub294 \uae30\uc5c5\uac00\ub098 \uc5ec\ub7ec \uc138\ub300\uc5d0 \uac78\uccd0 \ubd80\ub97c \ucd95\uc801\ud558\uace0 \uc788\ub294 \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc640\ub294 \ub2e4\ub978 \ub2c8\uc988\ub97c \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uc0c1\ud669\uc5d0 \ub9de\uac8c \uc815\ubcf4\uc758 \uc591\uacfc \uc628\ubcf4\ub529 \uc18d\ub3c4\ub97c \uc870\uc815\ud558\uc138\uc694. \uccab \ud22c\uc790 \uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub294 \uc80a\uc740 \uc804\ubb38\uac00\ub294 \uba87 \ubd84 \uc548\uc5d0 \uc628\ubcf4\ub529\uc744 \uc644\ub8cc\ud574\uc57c \ud569\ub2c8\ub2e4. \ubcf5\uc7a1\ud55c \uae30\uc5c5 \uad6c\uc870\uc758 \uacbd\uc6b0 \uba87 \uc8fc\uc5d0 \uac78\uce5c \ubd84\uc11d\uc774 \ud544\uc694\ud560 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uadfc \uba87 \ub144 \ub3d9\uc548\uc758 \uc5b4\ub4dc\ubc14\uc774\uc800 \ubc0f \uace0\uac1d\uacfc\uc758 \uc778\ud130\ubdf0\ub97c \ud1b5\ud574 \uc81c\uac70\ud574\uc57c \ud560 \ub9c8\ucc30 \uc9c0\uc810\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc5b4\ub514\uc5d0\uc11c \ubd88\ub9cc\uc744 \ud45c\ucd9c\ud558\ub098\uc694? \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \ubd88\ud544\uc694\ud55c \uc815\ubcf4\ub97c \ucad3\ub290\ub77c \uc2dc\uac04\uc744 \ub0ad\ube44\ud558\ub294 \uacf3\uc740 \uc5b4\ub514\uc778\uac00\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc138\uadf8\uba3c\ud2b8\uc640 \uc6cc\ud06c\ud50c\ub85c\ub294 \ucd5c\uc18c\ud55c\uc758 \ucd94\uac00 \uad6c\uc131\uc73c\ub85c \uc774\ub7ec\ud55c \ub2e4\uc591\ud55c \uc5ec\uc815\uc744 \ubc18\uc601\ud558\uc5ec \ub300\uaddc\ubaa8\ub85c \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-communicate-in-clear-and-predictable-steps\">\uba85\ud655\ud558\uace0 \uc608\uce21 \uac00\ub2a5\ud55c \ub2e8\uacc4\ub85c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab\ub0a0 \ud658\uc601 \uc774\uba54\uc77c, \uc591\uc2dd\uc774 \ubd88\uc644\uc804\ud55c \uacbd\uc6b0 3\uc77c\uc9f8 \uc54c\ub9bc, \uc628\ubcf4\ub529\uc774 \uc644\ub8cc\ub420 \ub54c\uae4c\uc9c0 \ub9e4\uc8fc \uc5c5\ub370\uc774\ud2b8 \ub4f1 \uac04\ub2e8\ud55c \uc5b8\uc5b4 \uc77c\uc815\uc744 \uc0ac\uc6a9\ud558\uc138\uc694. \ubaa8\ub4e0 \uba54\uc2dc\uc9c0\uc5d0\ub294 \uace0\uac1d\uc774 \uc9c4\ud589 \uc911\uc778 \ub2e8\uacc4\uc640 \uc644\ub8cc\ud574\uc57c \ud560 \uc791\uc5c5\uc744 \ubc18\ubcf5\ud574\uc11c \uc124\uba85\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\ud655\ud55c \uc77c\uc815\uc740 \ud2b9\ud788 \uaddc\uc815 \uc900\uc218 \ud655\uc778\uc5d0 \uba70\uce60\uc774 \uac78\ub9ac\ub294 \uacbd\uc6b0 \ubd88\uc548\uac10\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4. KYC \uac80\ud1a0\uc5d0 \uc77c\ubc18\uc801\uc73c\ub85c \uc601\uc5c5\uc77c \uae30\uc900 2\uc77c\uc774 \uc18c\uc694\ub41c\ub2e4\ub294 \uc0ac\uc2e4\uc744 \uc54c\uace0 \uc788\ub294 \uace0\uac1d\uc740 \uc989\uc2dc \ub2f5\ubcc0\uc744 \ubc1b\uc9c0 \ubabb\ud558\ub354\ub77c\ub3c4 \uac71\uc815\ud558\uc9c0 \uc54a\uc744 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \ud15c\ud50c\ub9bf\uc740 \uc774\ub7ec\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud45c\uc900\ud654\ud558\uba74\uc11c\ub3c4 \uc5b4\ub4dc\ubc14\uc774\uc800\uc758 \uac1c\uc778\uc801\uc778 \uba54\ubaa8\ub97c \ud5c8\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654\uc640 \uc0ac\ub78c\uc758 \uc190\uae38\uc774 \uacb0\ud569\ub41c \ud6a8\uc728\uc801\uc778 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uc5ec\uc804\ud788 \uac1c\uc778\uc801\uc778 \ub290\ub08c\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-empower-staff-with-training-and-internal-playbooks\">\uad50\uc721 \ubc0f \ub0b4\ubd80 \ud50c\ub808\uc774\ubd81\uc744 \ud1b5\ud55c \uc9c1\uc6d0 \uc5ed\ub7c9 \uac15\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\uc640 \uc9c0\uc6d0 \ub2f4\ub2f9\uc790\uc5d0\uac8c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ub3c4\uad6c\uc5d0 \ub300\ud55c \uc2a4\ud06c\ub9b0\uc0f7\uacfc \uc2a4\ud06c\ub9bd\ud2b8\uac00 \ud3ec\ud568\ub41c \uba85\ud655\ud55c \ud50c\ub808\uc774\ubd81\uc744 \uc81c\uacf5\ud558\uc138\uc694. \uc0ac\ub78c\ub4e4\uc740 \uc774\ud574\ud558\uc9c0 \ubabb\ud558\ub294 \uc2dc\uc2a4\ud15c\uc744 \uc0ac\uc6a9\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c8\ub85c\uc6b4 \uc6cc\ud06c\ud50c\ub85c\ub97c \uc2dc\uc791\ud560 \ub54c \uc9e7\uc740 \uad50\uc721 \uc138\uc158\uc5d0\ub294 \ud14c\uc2a4\ud2b8 \ud074\ub77c\uc774\uc5b8\ud2b8\ub97c \uc0ac\uc6a9\ud55c \uc5f0\uc2b5 \uc2e4\ud589\uc774 \ud3ec\ud568\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ud300 \uad6c\uc870\uac00 \uc911\uc694\ud569\ub2c8\ub2e4. \ud559\uc2b5 \uace1\uc120\uc744 \ub530\ub77c \ub3d9\ub8cc\ub4e4\uc744 \uc9c0\uc6d0\ud560 \uc218 \uc788\ub294 \ucc54\ud53c\uc5b8\uc744 \ud30c\uc545\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815\uacfc \uc591\uc2dd\uc774 \ubcc0\uacbd\ub420 \ub54c\ub9c8\ub2e4 \uc8fc\uae30\uc801\uc73c\ub85c \uc7ac\uad50\uc721\uc744 \uc2e4\uc2dc\ud558\uc5ec \ubaa8\ub4e0 \ud300\uc774 \uc77c\uad00\uc131\uc744 \uc720\uc9c0\ud558\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uc124\ubb38\uc9c0\uac00 \uc2dc\uc791\ub418\uac70\ub098 \uaddc\uc815 \uc900\uc218 \uaddc\uce59\uc774 \uc5c5\ub370\uc774\ud2b8\ub418\uba74 \ubaa8\ub4e0 \uc0ac\ub78c\uc774 \ubcc0\uacbd \uc0ac\ud56d\uc744 \uc774\ud574\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9 \uc911\uc5d0 \ube60\ub974\uac8c \ucc38\uc870\ud560 \uc218 \uc788\ub3c4\ub85d \ub0b4\ubd80 \uc9c0\uc2dd\ucc3d\uace0 \ud398\uc774\uc9c0\uc640 \uc808\ucc28\ub97c CRM \ub0b4\uc5d0 \ubcf4\uad00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-align-onboarding-with-broader-client-lifecycle-management\">\uc628\ubcf4\ub529\uc744 \uad11\ubc94\uc704\ud55c \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uad00\ub9ac\uc5d0 \ub9de\ucdb0 \uc870\uc815\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529\uc740 \uc9c0\uc18d\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac80\ud1a0, \ub9c8\ucf00\ud305 \ucea0\ud398\uc778, \uc11c\ube44\uc2a4 \ud504\ub85c\uc138\uc2a4\uc640 \ubd84\ub9ac\ub418\uc5b4\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4. \uc6d0\ud65c\ud55c \uc628\ubcf4\ub529 \uacbd\ud5d8\uc740 \uc804\uccb4 \uad00\uacc4\uc5d0 \ub300\ud55c \uae30\ub300\uce58\ub97c \uc124\uc815\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc2dc \uc218\uc9d1\ud55c \ub370\uc774\ud130\ub294 \ud22c\uc790 \uc801\ud569\uc131 \ud655\uc778, \uac80\ud1a0 \ud68c\uc758 \uc900\ube44, \uad50\ucc28 \ud310\ub9e4 \uae30\ud68c\uc640 \uac19\uc740 \ud5a5\ud6c4 \uc0ac\uc6a9 \uc0ac\ub840\uc5d0 \ub3c4\uc6c0\uc774 \ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uace0\uac1d\uc758 \uc7ac\ubb34 \ubaa9\ud45c\ub97c \uc774\ubbf8 \uc54c\uace0 \uc788\ub294 \uacbd\uc6b0\uc5d0\ub294 \ub2e4\uc2dc \ubb3c\uc5b4\ubcf4\uc9c0 \uc54a\uc544\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc644\uc804\ud55c \ub77c\uc774\ud504\uc0ac\uc774\ud074 \ubcf4\uae30\ub294 \uc218\ub144\uac04\uc758 \uad00\uacc4\uc5d0\uc11c \ub3d9\uc77c\ud55c \uc815\ubcf4\ub97c \ubc18\ubcf5\uc801\uc73c\ub85c \uc694\uccad\ud558\ub294 \uac83\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4. InvestGlass\ub294 \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \ud1b5\ud569\ud558\uc5ec \uc774\ub7ec\ud55c \uc9c0\uc18d\uc801\uc778 \uace0\uac1d \uc5ec\uc815\uc744 \uc9c0\uc6d0\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-firm-realistically-simplify-onboarding\">\uae08\uc735 \ud68c\uc0ac\uac00 \uc628\ubcf4\ub529\uc744 \ud604\uc2e4\uc801\uc73c\ub85c \uc5bc\ub9c8\ub098 \ube68\ub9ac \uac04\uc18c\ud654\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc5d0\uc11c \uc18c\ub9e4 \uc790\uc0b0 \ub610\ub294 \uc77c\ubc18 \uac1c\uc778 \uace0\uac1d\uacfc \uac19\uc740 \ud55c \ubd80\ubb38\uc5d0 \uc9d1\uc911\ud558\ub294 \uacbd\uc6b0 8~12\uc8fc \uc548\uc5d0 \uccab \ubc88\uc9f8 \uac04\uc18c\ud654\ub41c \uc5ec\uc815\uc744 \uc2dc\uc791\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd08\uae30 \uc131\uacf5\uc744 \uc704\ud574 \ubaa8\ub4e0 \ub808\uac70\uc2dc \uc591\uc2dd\uc744 \ub9c8\uc774\uadf8\ub808\uc774\uc158\ud560 \ud544\uc694\ub294 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 InvestGlass \uace0\uac1d\uc740 \ub300\ub7c9\uc758 \uc0ac\uc6a9 \uc0ac\ub840\ubd80\ud130 \uc2dc\uc791\ud558\uc5ec 1\ub144\uc5d0 \uac78\uccd0 \ub2e8\uacc4\uc801\uc73c\ub85c \ubcc0\uacbd\ud569\ub2c8\ub2e4. \ub514\uc9c0\ud138 \uc11c\uba85 \ubc0f \uae30\ubcf8 \ud3ec\ud138\uacfc \uac19\uc740 \ucd08\uae30 \uc131\uacf5 \uc0ac\ub840\ub294 \uc9d1\uc911 \ud504\ub85c\uc81d\ud2b8\uc758 \uccab \ub2ec \ub0b4\uc5d0 \ucd9c\uc2dc\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \ub354 \ubcf5\uc7a1\ud55c \uc2dc\ub098\ub9ac\uc624\ub97c \ub2e4\ub8e8\uae30 \uc804\uc5d0 \ubaa8\uba58\ud140\uc744 \uad6c\ucd95\ud558\uace0 \uc774\ud574\uad00\uacc4\uc790\uc5d0\uac8c \uac00\uce58 \uc788\ub294 \uc778\uc0ac\uc774\ud2b8\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-do-high-touch-private-banking-clients-accept-digital-onboarding\">\ud558\uc774\ud130\uce58 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc774 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc744 \ud5c8\uc6a9\ud569\ub2c8\uae4c?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc81c \ub300\ubd80\ubd84\uc758 \uace0\uc561 \uc790\uc0b0\uac00 \uace0\uac1d\uc740 \uc7ac\ubb34 \uc124\uacc4\uc0ac\uac00 \uac1c\uc778 \uc0c1\ub2f4\uc744 \uacc4\uc18d \uc81c\uacf5\ud55c\ub2e4\ub294 \uc804\uc81c \ud558\uc5d0 \ub514\uc9c0\ud138 \uc6b0\uc120 \uacbd\ud5d8\uc744 \uae30\ub300\ud569\ub2c8\ub2e4. \ubd80\uc720\uce35 \uace0\uac1d\uc774 \uc885\uc774\ub97c \uace0\uc9d1\ud558\ub358 \uc2dc\ub300\ub294 \uc774\ubbf8 \uc9c0\ub098\uac14\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \ub3c4\uad6c\ub294 \ub370\uc774\ud130 \uc218\uc9d1\uacfc \ubb38\uc11c \uad00\ub9ac\ub97c \ud6a8\uc728\uc801\uc73c\ub85c \ucc98\ub9ac\ud558\uace0, \ub300\uba74 \ub610\ub294 \ud654\uc0c1 \ucd08\uae30 \ubbf8\ud305\uc740 \ubaa9\ud45c, \uad6c\uc870, \uac00\uc871 \uac70\ubc84\ub10c\uc2a4\uc5d0 \ucd08\uc810\uc744 \ub9de\ucda5\ub2c8\ub2e4. InvestGlass\ub294 \uc548\uc804\ud55c \ub514\uc9c0\ud138 \uc6cc\ud06c\ud50c\ub85c\uc640 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc8fc\ub3c4\uc758 \ub300\ud654\ub97c \ubaa8\ub450 \uc9c0\uc6d0\ud558\uc5ec \ud3b8\ub9ac\ud568\uacfc \uad00\uacc4\uc758 \uae4a\uc774\ub97c \uacb0\ud569\ud55c \uc6d0\ud65c\ud55c \uc628\ubcf4\ub529 \ud658\uacbd\uc744 \uc870\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-simplified-onboarding-adapt-when-regulations-change\">\uaddc\uc815 \ubcc0\uacbd \uc2dc \uac04\uc18c\ud654\ub41c \uc628\ubcf4\ub529\uc740 \uc5b4\ub5bb\uac8c \uc801\uc6a9\ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc798 \uc124\uacc4\ub41c \uc6cc\ud06c\ud50c\ub85c\ub294 \ubaa8\ub4c8\uc2dd\uc73c\ub85c \ub418\uc5b4 \uc788\uc5b4 \uc804\uccb4 \ud504\ub85c\uc138\uc2a4\ub97c \ub2e4\uc2dc \uc791\uc131\ud558\uc9c0 \uc54a\uace0\ub3c4 \ud300\uc774 KYC \uc591\uc2dd\uc774\ub098 \uc704\ud5d8 \uc810\uc218 \uaddc\uce59\uc744 \uc5c5\ub370\uc774\ud2b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc720\uc5f0\uc131\uc740 \uacc4\uc18d \uc9c4\ud654\ud558\ub294 \uaddc\uc81c \ud658\uacbd\uc5d0\uc11c \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uad6c\uc131\uc740 \uc911\uc559\uc5d0\uc11c \uc870\uc815\ud560 \uc218 \uc788\uc73c\uba70, \ubcc0\uacbd \uc0ac\ud56d\uc740 \ubaa8\ub4e0 \uc2e0\uaddc \uc628\ubcf4\ub529\uc5d0 \uc989\uc2dc \uc801\uc6a9\ub429\ub2c8\ub2e4. \uae30\uc5c5\uc740 \uaddc\uc81c \uc900\uc218\ub97c \uc77c\ud68c\uc131 \ud504\ub85c\uc81d\ud2b8\uac00 \uc544\ub2cc \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc73c\ub85c \uac04\uc8fc\ud558\uc5ec FINMA \ub610\ub294 ESMA\uc640 \uac19\uc740 \uaddc\uc81c \uae30\uad00\uc758 \uc5c5\ub370\uc774\ud2b8\uc5d0 \ub9de\ucdb0 \uc628\ubcf4\ub529\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\ub3c4\ub85d \uac80\ud1a0 \uc77c\uc815\uc744 \uc720\uc9c0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-small-advisory-firms-benefit-from-onboarding-automation\">\uc18c\uaddc\ubaa8 \uc790\ubb38\uc0ac\ub3c4 \uc628\ubcf4\ub529 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc774\uc810\uc744 \uc5bb\uc744 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uba87 \uba85\ubc16\uc5d0 \uc5c6\ub294 \ud300\ub3c4 \uc218\uc791\uc5c5 \uac10\uc18c, \uc624\ub958 \uac10\uc18c, \ubcf4\ub2e4 \uc804\ubb38\uc801\uc778 \uace0\uac1d \uacbd\ud5d8\uc758 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\uaddc\ubaa8 \uae30\uc5c5\uc740 \uc804\ub2f4 \uc6b4\uc601\ud300\uc774 \uc788\ub294 \ub300\uaddc\ubaa8 \uae30\uad00\ubcf4\ub2e4 \uad00\ub9ac \uc5c5\ubb34\uc758 \uc5b4\ub824\uc6c0\uc744 \ub354 \uc2ec\uac01\ud558\uac8c \ub290\ub07c\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\uaddc\ubaa8 \uae30\uc5c5\uc740 \uae30\ubcf8\uc801\uc778 InvestGlass CRM \ubc0f \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc591\uc2dd\uc73c\ub85c \uc2dc\uc791\ud55c \ub2e4\uc74c \uc131\uc7a5\uc5d0 \ub530\ub77c \uace0\uae09 \uc790\ub3d9\ud654 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubaa8\ub4c8\uc744 \ucd94\uac00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uc744 \ud1b5\ud55c \ud074\ub77c\uc6b0\ub4dc \ubc30\ud3ec\ub294 \ub300\uaddc\ubaa8 \ub0b4\ubd80 IT \ub9ac\uc18c\uc2a4\uac00 \ud544\uc694\ud558\uc9c0 \uc54a\uc73c\ubbc0\ub85c \ubaa8\ub4e0 \uaddc\ubaa8\uc758 \ud68c\uc0ac\uc5d0\uc11c \uc5d4\ud130\ud504\ub77c\uc774\uc988\uae09 \uae30\ub2a5\uc744 \uc774\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-should-firms-measure-the-success-of-a-simplified-onboarding-project\">\uae30\uc5c5\uc740 \uac04\uc18c\ud654\ub41c \uc628\ubcf4\ub529 \ud504\ub85c\uc81d\ud2b8\uc758 \uc131\uacf5 \uc5ec\ubd80\ub97c \uc5b4\ub5bb\uac8c \uce21\uc815\ud574\uc57c \ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud575\uc2ec \uc9c0\ud45c\ub85c\ub294 \ud3c9\uade0 \uc628\ubcf4\ub529 \uc2dc\uac04 \ub2e8\ucd95, \uc644\ub8cc\uc728 \uc99d\uac00, \uaddc\uc815 \uc900\uc218 \uc608\uc678 \uac10\uc18c, \uc628\ubcf4\ub529 \ud6c4 \uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218 \ud5a5\uc0c1 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uccab\ud574\uc758 \uace0\uac1d \uc720\uc9c0\uc728 \ub610\ud55c \uc628\ubcf4\ub529 \ud488\uc9c8\uacfc \ubc00\uc811\ud55c \uc0c1\uad00\uad00\uacc4\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c8\ub85c\uc6b4 \uc6cc\ud06c\ud50c\ub85c\ub97c \uc2dc\uc791\ud558\uae30 \uc804\uc5d0 \uae30\uc900\uc120\uc744 \uc124\uc815\ud558\uace0 6\uac1c\uc6d4\uacfc 12\uac1c\uc6d4 \ud6c4\uc758 \uacb0\uacfc\ub97c \ube44\uad50\ud558\uc138\uc694. InvestGlass \ubcf4\uace0 \ubc0f \ub300\uc2dc\ubcf4\ub4dc\ub294 \uc774\ub7ec\ud55c \uc9c0\ud45c\ub97c \ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \uc9c1\uc811 \uc81c\uacf5\ud558\ubbc0\ub85c \uace0\uac1d \ud655\ubcf4 \ubc0f \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0 \ub370\uc774\ud130 \uae30\ubc18\uc73c\ub85c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Simplified onboarding means fewer touchpoints, less data rekeying, and faster account ready status without sacrificing AML and KYC controls. Modern financial firms can reduce onboarding times from weeks to days by using digital forms, e signature, and automated checks. InvestGlass offers a Swiss hosted CRM and onboarding suite that unifies data capture, KYC, portfolio setup, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29253,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[95],"class_list":["post-49130","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Simplify Financial Client Onboarding | InvestGlass<\/title>\n<meta name=\"description\" content=\"Simplified onboarding means fewer touchpoints, less data rekeying, and faster account ready status without sacrificing AML and KYC controls. Modern\" \/>\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\/\uae08\uc735-\uace0\uac1d-\uc628\ubcf4\ub529\uc744-\uac04\uc18c\ud654\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 Simplify Financial Client Onboarding\" \/>\n<meta property=\"og:description\" content=\"Simplified onboarding means fewer touchpoints, less data rekeying, and faster account ready status without sacrificing AML and KYC controls. Modern\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/\uae08\uc735-\uace0\uac1d-\uc628\ubcf4\ub529\uc744-\uac04\uc18c\ud654\ud558\ub294-\ubc29\ubc95\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-15T08:00:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/CRM.006.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"768\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\uae00\uc4f4\uc774\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04\" \/>\n\t<meta name=\"twitter:data2\" content=\"23\ubd84\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\uae08\uc735 \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud558\ub294 \ubc29\ubc95 | InvestGlass","description":"\uc628\ubcf4\ub529\uc774 \uac04\uc18c\ud654\ub418\uba74 \uc811\uc810\uc774 \uc904\uc5b4\ub4e4\uace0, \ub370\uc774\ud130\ub97c \ub2e4\uc2dc \uc785\ub825\ud560 \ud544\uc694\uac00 \uc5c6\uc73c\uba70, AML \ubc0f KYC \uc81c\uc5b4\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uacc4\uc815 \uc900\ube44 \uc0c1\ud0dc\ub97c \ub354 \ube60\ub974\uac8c \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uc2e0","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/ko\/\uae08\uc735-\uace0\uac1d-\uc628\ubcf4\ub529\uc744-\uac04\uc18c\ud654\ud558\ub294-\ubc29\ubc95\/","og_locale":"ko_KR","og_type":"article","og_title":"How to Simplify Financial Client Onboarding","og_description":"Simplified onboarding means fewer touchpoints, less data rekeying, and faster account ready status without sacrificing AML and KYC controls. Modern","og_url":"https:\/\/www.investglass.com\/ko\/\uae08\uc735-\uace0\uac1d-\uc628\ubcf4\ub529\uc744-\uac04\uc18c\ud654\ud558\ub294-\ubc29\ubc95\/","og_site_name":"InvestGlass","article_published_time":"2026-02-15T08:00:00+00:00","og_image":[{"width":1024,"height":768,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/CRM.006.jpeg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\uae00\uc4f4\uc774":"InvestGlass","\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04":"23\ubd84"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"How to Simplify Financial Client Onboarding","datePublished":"2026-02-15T08:00:00+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/"},"wordCount":5148,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/CRM.006.jpeg","keywords":["wealth management"],"articleSection":["Article"],"inLanguage":"ko-KR","copyrightYear":"2026","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ko\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/","url":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/","name":"\uae08\uc735 \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud558\ub294 \ubc29\ubc95 | InvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/CRM.006.jpeg","datePublished":"2026-02-15T08:00:00+00:00","description":"\uc628\ubcf4\ub529\uc774 \uac04\uc18c\ud654\ub418\uba74 \uc811\uc810\uc774 \uc904\uc5b4\ub4e4\uace0, \ub370\uc774\ud130\ub97c \ub2e4\uc2dc \uc785\ub825\ud560 \ud544\uc694\uac00 \uc5c6\uc73c\uba70, AML \ubc0f KYC \uc81c\uc5b4\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uacc4\uc815 \uc900\ube44 \uc0c1\ud0dc\ub97c \ub354 \ube60\ub974\uac8c \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uc2e0","breadcrumb":{"@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/#breadcrumb"},"inLanguage":"ko-KR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/"]}]},{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/CRM.006.jpeg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/CRM.006.jpeg","width":1024,"height":768},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"How to Simplify Financial Client Onboarding"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"InvestGlass","description":"\uc2a4\uc704\uc2a4 \uc18c\ubc84\ub9b0 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ko-KR"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"InvestGlass","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"InvestGlass","image":{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/ko\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/www.investglass.com\/how-to-simplify-financial-client-onboarding\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts\/49130","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/comments?post=49130"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts\/49130\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/media\/29253"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/media?parent=49130"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/categories?post=49130"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/tags?post=49130"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}