{"id":49225,"date":"2026-03-06T16:18:33","date_gmt":"2026-03-06T15:18:33","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49225"},"modified":"2026-05-23T12:08:33","modified_gmt":"2026-05-23T10:08:33","slug":"%ea%b3%a0%ea%b0%9d-%ec%98%a8%eb%b3%b4%eb%94%a9-%ec%86%8c%ed%94%84%ed%8a%b8%ec%9b%a8%ec%96%b4%eb%a1%9c-%ea%b7%9c%ec%a0%95%ec%9d%84-%ec%a4%80%ec%88%98%ed%95%98%eb%8a%94-%ed%99%94%ec%9d%b4%ed%8a%b8","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/","title":{"rendered":"\uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4 - InvestGlass\ub85c \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ud654\uc774\ud2b8 \uae00\ub7ec\ube0c \uc5ec\uc815 \uad6c\ucd95\ud558\uae30"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong>\uc18c\uac1c \uc18c\uac1c: 2026\ub144\uc5d0 \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc911\uc694\ud55c \uc774\uc720<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\ub9ac\ud558\ub294 \uacbd\uc6b0 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ed%9a%a8%ea%b3%bc%ec%a0%81%ec%9d%b8-%ea%b4%80%ea%b3%84-%ea%b4%80%eb%a6%ac-%eb%b1%85%ed%82%b9%ec%9d%84-%ec%9c%84%ed%95%9c-%ec%a3%bc%ec%9a%94-%ec%a0%84%eb%9e%b5\/\" target=\"_self\">\uc740\ud589\uc758 \uace0\uac1d \uad00\uacc4<\/a>, \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\ub098 \ubcf4\ud5d8 \ud68c\uc0ac\ub77c\uba74 \uace0\uac1d\uc774 \uacc4\uc57d\ud55c \ud6c4\uc758 \uc21c\uac04\uc774 \ub9e4\uc6b0 \uc911\uc694\ud558\ub2e4\ub294 \uac83\uc744 \uc774\ubbf8 \uc54c\uace0 \uc788\uc744 \uac83\uc785\ub2c8\ub2e4. \uc628\ubcf4\ub529\uc744 \uc81c\ub300\ub85c \uc218\ud589\ud558\uba74 \ucd5c\ub300 300%\uc758 \ud3c9\uc0dd \uac00\uce58 \uc99d\uac00, 2.5\ubc30\uc758 \ub9e4\ucd9c \uc131\uc7a5, \uacbd\uc7c1\uc0ac\ub97c \ud070 \ucc28\uc774\ub85c \uc55e\uc11c\ub294 \uc720\uc9c0\uc728\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc798\ubabb\ud558\uba74 \uc2dc\uc791\ub3c4 \ud558\uae30 \uc804\uc5d0 \uac70\ub798\ucc98\ub97c \uc783\uc744 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \ud540\ud14c\ud06c \uc0ac\uc6a9\uc790\uc758 52%\uac00 KYC \ub2e8\uacc4\uc5d0\uc11c \uc774\ud0c8\ud558\uace0 \uc628\ubcf4\ub529\uc744 \ubd80\ubd84\uc801\uc73c\ub85c\ub9cc \uc644\ub8cc\ud55c \uace0\uac1d\uc758 \uc720\uc9c0\uc728\uc740 19%\uc5d0 \ubd88\uacfc\ud55c \ubc18\uba74, \uc644\ub8cc\ud55c \uace0\uac1d\uc740 82%\uc5d0 \ub2ec\ud55c\ub2e4\uace0 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c\uac00 \uc801\uc6a9\ub418\ub294 \ubd84\uc57c\uc5d0\uc11c\ub294 \uadf8 \uc911\uc694\uc131\uc774 \ud6e8\uc52c \ub354 \ub192\uc2b5\ub2c8\ub2e4. \uace0\uac1d \uc628\ubcf4\ub529\uc740 \ub2e8\uc21c\ud788 UX \ub2e8\uacc4\ub098 \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc744 \uc704\ud55c \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4. \ubaa8\ub4e0 \uc2e0\uaddc \uace0\uac1d\uc5d0\uac8c \uc628\ubcf4\ub529\uc740 \uc804\ubc18\uc801\uc778 \uace0\uac1d \uacbd\ud5d8\uc744 \uc815\uc758\ud558\uace0 \uccab\ub0a0\ubd80\ud130 \uad00\uacc4\uc758 \ubd84\uc704\uae30\ub97c \uc870\uc131\ud569\ub2c8\ub2e4. \ud45c\uc900\ud654\ub41c \ud15c\ud50c\ub9bf \uc6cc\ud06c\ud50c\ub85c\uc640 \ub9de\ucda4\ud615 \uc628\ubcf4\ub529 \ud3ec\ud138\uc740 \uc2e0\uaddc \uace0\uac1d\uc744 \uc704\ud55c \uc77c\uad00\uc131, \ud6a8\uc728\uc131 \ubc0f \uaddc\uc815 \uc900\uc218\ub97c \ubcf4\uc7a5\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc774\ub294 KYC\/AML \ud504\ub808\uc784\uc6cc\ud06c, MiFID II \uc801\ud569\uc131 \uc694\uac74, \uc2a4\uc704\uc2a4 FinIA\/FinSA \uaddc\uc815, GDPR \ubc0f \uc2a4\uc704\uc2a4 \uc5f0\ubc29 \ub370\uc774\ud130 \ubcf4\ud638\ubc95(FADP)\uc5d0 \ub530\ub978 \uaddc\uc81c \uc758\ubb34\uc785\ub2c8\ub2e4. 2022\ub144\ubd80\ud130 2025\ub144 \uc0ac\uc774\uc5d0 \uc720\ub7fd \uc740\ud589\ub4e4\uc740 AML \uc704\ubc18\uc73c\ub85c \uc218\ubc31\ub9cc \ub2ec\ub7ec\uc758 \ubc8c\uae08\uc744 \ubd80\uacfc\ubc1b\uc558\uc73c\uba70, FINMA \ud68c\ub78c\uc740 \ucd94\uc801 \uac00\ub2a5\ud55c \uc704\ud5d8 \uae30\ubc18 \ub514\uc9c0\ud138 \ud504\ub85c\uc138\uc2a4\uc758 \ud544\uc694\uc131\uc744 \uc810\uc810 \ub354 \uac15\uc870\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc561 \uc790\uc0b0\uac00, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4 \ub610\ub294 \uad6d\uacbd\uc744 \ub118\uc5b4 \uae30\uc5c5 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\uad00\uc758 \uacbd\uc6b0 \uc628\ubcf4\ub529\uc740 \uaddc\uc81c \ub2f9\uad6d\uc774 \uba74\ubc00\ud788 \uc870\uc0ac\ud560 \uace0\uac1d \uacbd\ud5d8\uacfc \uac10\uc0ac \ucd94\uc801\uc744 \ubaa8\ub450 \uc815\uc758\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ec%86%8c%eb%b2%84%eb%a6%b0%ec%9d%98-%ec%9d%98%eb%af%b8\/\" target=\"_self\">\uc8fc\uad8c\uc790<\/a> \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac \ubc0f \uae30\ud0c0 \uaddc\uc81c \ub300\uc0c1 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub41c CRM \ubc0f \uc628\ubcf4\ub529 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130 \ub610\ub294 \ud544\uc694\ud55c \uacbd\uc6b0 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ub418\ub294 InvestGlass\ub294 \ub2e4\uc74c\uc744 \ud1b5\ud569\ud569\ub2c8\ub2e4. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ea%b8%b0%ec%97%85-%eb%b1%85%ed%82%b9-%eb%aa%a8%eb%b2%94-%ec%82%ac%eb%a1%80-%eb%b0%8f-%ec%a3%bc%ec%9a%94-%ec%a0%84%eb%9e%b5%ec%9d%84-%ec%9c%84%ed%95%9c-%eb%94%94%ec%a7%80%ed%84%b8-%ec%98%a8%eb%b3%b4\/\" target=\"_self\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a>, KYC \uc6cc\ud06c\ud50c\ub85c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \uaddc\uc815 \uc900\uc218\uc5d0 \uc801\ud569\ud55c \ub2e8\uc77c \uc2a4\ud0dd\uc73c\ub85c \ud1b5\ud569\ud569\ub2c8\ub2e4. SaaS \ub610\ub294 \uc804\uc790\uc0c1\uac70\ub798\uc6a9\uc73c\ub85c \uc124\uacc4\ub41c \uc77c\ubc18\uc801\uc778 \uc0ac\uc6a9\uc790 \uc628\ubcf4\ub529 \ub3c4\uad6c\uc640 \ub2ec\ub9ac InvestGlass\ub294 \ub2e4\uc911 \ubc95\uc778 \uad6c\uc870, \uad00\ud560\uad8c\ubcc4 \ubb38\uc11c, \uaddc\uc81c \uc0b0\uc5c5\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \ubcf5\uc7a1\ud55c \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ucc98\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uae00\uc5d0\uc11c\ub294 \uae08\uc735 \uc11c\ube44\uc2a4\uc758 \ub9e5\ub77d\uc5d0\uc11c \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc5b4\ub5bb\uac8c \uc791\ub3d9\ud558\ub294\uc9c0, \uc194\ub8e8\uc158\uc744 \ud3c9\uac00\ud560 \ub54c \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud574\uc57c \ud560 \uc8fc\uc694 \uae30\ub2a5\uc740 \ubb34\uc5c7\uc778\uc9c0, \uc2e0\uaddc \uace0\uac1d\uc744 \uc7a5\uae30\uc801\uc778 \uad00\uacc4\ub85c \uc804\ud658\ud558\ub294 \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \uc790\ub3d9\ud654\ub41c \uc628\ubcf4\ub529 \uc5ec\uc815\uc744 \uad6c\ucd95\ud558\ub294 InvestGlass\uc758 \ubc29\ubc95\uc744 \uc124\uba85\ud569\ub2c8\ub2e4. \uc2e4\uc6a9\uc801\uc778 \uc2dc\ub098\ub9ac\uc624, \uce21\uc815 \uac00\ub2a5\ud55c \uacb0\uacfc, 2026\ub144 \uc774\ud6c4\uc758 \uc120\ud0dd\uc744 \uc548\ub0b4\ud558\ub294 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub97c \ub2e4\ub8f0 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png\" alt=\"InvestGlass \uc2a4\uc704\uc2a4 \uc8fc\uad8c CRM\" class=\"wp-image-49341\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global.png 1384w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \uc2a4\uc704\uc2a4 \uc8fc\uad8c CRM<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c\uc740 \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uae08\uc735 \ub4f1\uae09 \uc815\uc758\uc640 \uc77c\ubc18\uc801\uc778 SaaS \uc81c\ud488 \ub458\ub7ec\ubcf4\uae30\uc5d0\uc11c \ucc3e\uc744 \uc218 \uc788\ub294 \ub3c4\uad6c\uc640 \ucc28\ubcc4\ud654\ub418\ub294 \uc810\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub780 \ubb34\uc5c7\uc778\uac00\uc694? (\uc7ac\ubb34 \ub4f1\uae09 \uc815\uc758)<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">B2B \uae08\uc735 \uae30\uad00\uc758 \ub9e5\ub77d\uc5d0\uc11c \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ub514\uc9c0\ud138 \ud50c\ub7ab\ud3fc\uc758 \ud2b9\uc218\ud55c \ubc94\uc8fc\uc785\ub2c8\ub2e4. \ucd08\uae30 \uace0\uac1d \ucc38\uc5ec\ubd80\ud130 \uaddc\uc815 \uc900\uc218 \ud655\uc778, \uc6d0\ud65c\ud55c \uc11c\ube44\uc2a4 \ud65c\uc131\ud654\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc804\uccb4 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc870\uc728\ud569\ub2c8\ub2e4. \uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ub2e4\uc591\ud55c \uc18c\uc2a4\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\uace0 \ud1b5\ud569\ud558\uc5ec \ub9de\ucda4\ud615 \uc6cc\ud06c\ud50c\ub85c\uc640 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud1b5\ud574 \uc2e0\uaddc \uc0ac\uc6a9\uc790\ub97c \uc548\ub0b4\ud558\ub294 \uac1c\uc778\ud654\ub41c \uc628\ubcf4\ub529 \uae30\ub2a5\uc744 \uad6c\ud604\ud569\ub2c8\ub2e4. \uc989, KYC \ubc0f KYB \ub370\uc774\ud130 \ucea1\ucc98, \uc0ac\uc804 \uc815\uc758\ub41c \uaddc\uc815 \uc900\uc218 \uaddc\uce59\uc5d0 \ub530\ub978 \uc790\ub3d9\ud654\ub41c \uc704\ud5d8 \uc810\uc218, \ub514\uc9c0\ud138 \uc591\uc2dd\uc744 \ud1b5\ud55c \uc548\uc804\ud55c \ubb38\uc11c \uc218\uc9d1, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790 \ubc0f \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ucc38\uc5ec\ud558\ub294 \ub2e4\ub2e8\uacc4 \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c, \uacc4\uc57d \uccb4\uacb0 \uc9c1\ud6c4 \uacc4\uc815 \ud65c\uc131\ud654 \ub610\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc124\uc815\uacfc \uac19\uc740 \ucd08\uae30 \uac00\uce58 \uc81c\uacf5\uc744 \uc870\uc728\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc77c\ubc18 \uc0ac\uc6a9\uc790 \uc628\ubcf4\ub529 \ub3c4\uad6c\uc640 \ub2e4\ub978 \uc810<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774\ub098 \uc804\uc790\uc0c1\uac70\ub798\uc5d0\uc11c \ud754\ud788 \ubcfc \uc218 \uc788\ub294 \uc77c\ubc18\uc801\uc778 \uc0ac\uc6a9\uc790 \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uac04\ub2e8\ud55c \ud234\ud301, \uc774\uba54\uc77c \uac00\uc785\uc744 \uc704\ud55c \ud504\ub85c\uadf8\ub808\uc2dc\ube0c \ud504\ub85c\ud30c\uc77c\ub9c1 \ub610\ub294 \uc644\ub8cc\ud558\ub294 \ub370 \ud3c9\uade0 1.2~7.2\ubd84\uc774 \uac78\ub9ac\ub294 \uac8c\uc784\ud654\ub41c \ud29c\ud1a0\ub9ac\uc5bc\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. SaaS\uc758 \uc0ac\uc6a9\uc790 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc2e0\uc18d\ud55c \uace0\uac1d \ud65c\uc131\ud654, \uc81c\ud488 \uac00\uce58\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \uac04\uc18c\ud654\ub41c UI \uc694\uc18c\ub97c \ud1b5\ud55c \ucda9\uc131\ub3c4 \uad6c\ucd95\uc744 \uc704\ud574 \uc124\uacc4\ub429\ub2c8\ub2e4. \uc774\uc640\ub294 \ub300\uc870\uc801\uc73c\ub85c \uae08\uc735 \ub4f1\uae09\uc758 \uc628\ubcf4\ub529 \ub3c4\uad6c\ub294 \uadfc\ubcf8\uc801\uc73c\ub85c \ub2e4\ub985\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub2e4\uc911 \uc5d4\ud2f0\ud2f0 \uacc4\uc815<\/strong>: \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4, \uae30\uc5c5 \uadf8\ub8f9 \ub610\ub294 \ucd5c\ub300 5\uac1c \uc774\uc0c1\uc758 \uacc4\uce35\uc73c\ub85c \uc774\ub8e8\uc5b4\uc9c4 \uc911\ucca9\ub41c \uc218\uc775\uc801 \uc18c\uc720 \uad6c\uc870\ub97c \ucc98\ub9ac\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uaddc\uc815 \ubb38\uc11c<\/strong>: MiFID II \uc801\ud569\uc131 \ud3c9\uac00, GDPR \ub370\uc774\ud130 \ucc98\ub9ac \ub3d9\uc758 \ub610\ub294 \uc2a4\uc704\uc2a4 FINIA\/FinSA \uace0\uac1d \uc790\ubb38\uc0ac \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uad00\ud560\uad8c\ubcc4 \uc11c\ub958\ub97c \uc0dd\uc131\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ubcf5\uc7a1\ud55c \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c<\/strong>: \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uad8c\ud55c\uc73c\ub85c \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, \uad00\uacc4 \uad00\ub9ac\uc790 \ubc0f \uc6b4\uc601 \ud300\uc744 \ud1b5\ud574 \uc791\uc5c5\uc744 \ub77c\uc6b0\ud305\ud558\uc138\uc694.<\/li>\n\n\n\n<li><strong>\ubcc0\uacbd \ubd88\uac00\ub2a5\ud55c \uac10\uc0ac \ucd94\uc801<\/strong>: \ubaa8\ub4e0 \uc0ac\uc6a9\uc790 \uc791\uc5c5\uc744 \ud0c0\uc784\uc2a4\ud0ec\ud504\uc640 ID\ub85c \uae30\ub85d\ud558\uc5ec FINMA, ESMA \ub610\ub294 \ub0b4\ubd80 \uac10\uc0ac\ub97c \ud1b5\ud55c \uaddc\uc81c \uac80\uc0ac\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"641\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-1024x641.png\" alt=\"\ub9ac\ud14c\uc77c \ubc45\ud0b9\uc5d0\uc11c InvestGlass \uace0\uac1d \uc628\ubcf4\ub529\" class=\"wp-image-49370\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-1024x641.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-300x188.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-768x481.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-18x12.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking.png 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\ub9ac\ud14c\uc77c \ubc45\ud0b9\uc5d0\uc11c InvestGlass \uace0\uac1d \uc628\ubcf4\ub529<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2024-2026\ub144\uc758 \uad6c\uccb4\uc801\uc778 \uc608\uc2dc<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucde8\ub9ac\ud788\uc5d0\uc11c \ucd08\uace0\uc561 \uc21c\uc790\uc0b0\uac00(UHNW) \uace0\uac1d\uc744 \uc628\ubcf4\ub529\ud55c\ub2e4\uace0 \uac00\uc815\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uc628\ubcf4\ub529 \ud750\ub984\uc5d0\ub294 \ucd08\uae30 ID \uc5c5\ub85c\ub4dc \ud6c4 \uc790\uae08 \ucd9c\ucc98 \ud655\uc778 \ubc0f PEP\/\uc81c\uc7ac \uc2ec\uc0ac\ub97c \uac70\uccd0\uc57c\ub9cc CRS\/FATCA \ub0a9\uc138\uc790 \uac70\uc8fc\uc9c0 \uc2e0\uace0\ub97c \ud560 \uc218 \uc788\ub294 \uc870\uac74\ubd80 \uc591\uc2dd\uc774 \ud3ec\ud568\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 3\ub2e8\uacc4\ub97c \ub118\uc5b4\uac00\uba74 45%\uc758 \uc0ac\uc6a9\uc790\uac00 \uc774\ud0c8\ud558\ub294 3\ub2e8\uacc4 \uc774\ucee4\uba38\uc2a4 \ud750\ub984\uacfc \ud06c\uac8c \ub300\uc870\ub429\ub2c8\ub2e4. \uc804\ubb38\ud654\ub41c \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc0ac\uc6a9\uc790\uac00 \ubcf4\ub2e4 \ud6a8\uc728\uc801\uc73c\ub85c \uc628\ubcf4\ub529\ud560 \uc218 \uc788\ub3c4\ub85d \ub3c4\uc640\uc8fc\ub294 \ub3c4\uad6c\uc640 \uc804\ub7b5\uc744 \uc81c\uacf5\ud558\uc5ec \uc774\ud0c8\ub960\uc744 \uc904\uc774\uace0 \uc804\ubc18\uc801\uc778 \uc804\ud658\uc728\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ucc2c\uac00\uc9c0\ub85c \ub300\ucd9c \uc0c1\ud488\uc744 \ucc3e\ub294 EU \uc911\uc18c\uae30\uc5c5\uc758 \uacbd\uc6b0, \uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 ESMA \uac00\uc774\ub4dc\ub77c\uc778\uc5d0 \ub530\ub77c \uc801\ud569\uc131 \ud14c\uc2a4\ud2b8\ub97c \uc790\ub3d9\ud654\ud558\uace0 \ub2e4\uc74c\uc744 \ud1b5\ud574 \uc2e0\uc6a9 \ub370\uc774\ud130\ub97c \uac00\uc838\uc635\ub2c8\ub2e4. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%eb%82%98%eb%a7%8c%ec%9d%98-%ed%94%84%eb%9d%bc%ec%9d%b4%eb%b9%97-%eb%b1%85%ed%81%ac%eb%a5%bc-%ec%8b%9c%ec%9e%91%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95\/\" target=\"_self\">\uc624\ud508 \ubc45\ud0b9<\/a> API\ub97c \uc0ac\uc6a9\ud558\uace0, \uccab\ub0a0\ubd80\ud130 FATF\uc5d0 \ubd80\ud569\ud558\ub294 \uac70\ub798 \ubaa8\ub2c8\ud130\ub9c1\uc774 \uc774\ub8e8\uc5b4\uc9c0\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad00\ub828\ub41c \ub300\ud45c\uc801\uc778 \uc774\ud574\uad00\uacc4\uc790<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uad00\uacc4 \uad00\ub9ac\uc790(RM)<\/strong>: \uc628\ubcf4\ub529 \uc5ec\uc815\uc744 \uc2dc\uc791\ud558\uace0 \uace0\uac1d\uacfc\uc758 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uaddc\uc815 \uc900\uc218 \ud300<\/strong>: \uc704\ud5d8 \uc5d4\uc9c4\uc744 \uc2e4\ud589\ud558\uace0, \uace0\uac1d\uc744 \uc2b9\uc778 \ub610\ub294 \uac70\ubd80\ud558\uace0, \uaddc\uc81c \uac80\uc0ac\ub97c \uad00\ub9ac\ud558\uc138\uc694.<\/li>\n\n\n\n<li><strong>\uc6b4\uc601<\/strong>: \ubb38\uc11c \uc2b9\uc778, \ub370\uc774\ud130 \uc785\ub825 \uc720\ud6a8\uc131 \uac80\uc0ac \ubc0f \uc2dc\uc2a4\ud15c \uc5c5\ub370\uc774\ud2b8\ub97c \ucc98\ub9ac\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>IT<\/strong>: \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uc678\ubd80 \uc778\uc99d \uc81c\uacf5\uc5c5\uccb4\uc640\uc758 \ud1b5\ud569\uc744 \uad00\ub9ac\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc678\ubd80 \uc18c\uac1c\uc790 \ub610\ub294 \ud30c\ud2b8\ub108<\/strong>: \uc815\uc2dd \uc628\ubcf4\ub529\uc774 \uc2dc\uc791\ub418\uae30 \uc804\uc5d0 \uc608\ube44 \uace0\uac1d \ub370\uc774\ud130\ub97c \uc548\uc804\ud558\uac8c \uacf5\uc720\ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \ub9e4\ucd9c\uacfc \uaddc\uc815 \uc900\uc218\ub97c \ucd09\uc9c4\ud558\ub294 \ubc29\ubc95<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub354 \ub098\uc740 \uc628\ubcf4\ub529\uc740 \uc2e4\uc9c8\uc801\uc778 \uc9c0\ud45c\uc640 \uc9c1\uacb0\ub429\ub2c8\ub2e4. \uc628\ubcf4\ub529 \ud750\ub984\uc774 \ucd5c\uc801\ud654\ub41c \uae30\uc5c5\uc740 2.5\ubc30\uc758 \ub9e4\ucd9c \uc131\uc7a5, 28%\uc758 ARR \uc0c1\uc2b9, \uc644\ub8cc \uc2dc\uac04\uc774 10\ubd84\uc5d0\uc11c 5\ubd84 \uc774\ub0b4\ub85c \ub2e8\ucd95\ub418\uba74 40%\uc758 \ud65c\uc131\ud654\uc728\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud540\ud14c\ud06c\uc758 \uacbd\uc6b0, \uc804\uccb4 \uc644\ub8cc\ub294 82%\uc758 \ub9ac\ud150\uc158\uc744, \ubd80\ubd84 \uc644\ub8cc\ub294 19%\ub97c \ub2ec\uc131\ud558\uba70 \uace0\uac1d \uc5ec\uc815\uc744 \uac04\uc18c\ud654\ud558\uba74 NPS \uc810\uc218\uac00 42\uc810\uc5d0\uc11c 65\uc810\uc73c\ub85c \uc0c1\uc2b9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. B2B \uae08\uc735 \uae30\uad00\uc758 \uacbd\uc6b0, \uc774\ub7ec\ud55c \uacb0\uacfc\ub294 \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04 \ub2e8\ucd95, \u201c\uacc4\uc57d \uccb4\uacb0\u201d \ud6c4 \uc774\ud0c8\ub960 \uac10\uc18c, \uad50\ucc28 \ud310\ub9e4 \uac1c\uc120\uc73c\ub85c \uc774\uc5b4\uc9c0\uba70, \uc628\ubcf4\ub529 \ud6c4 22%\uc758 \uc5c5\uc140 \ube44\uc728\uc740 \uc0c1\uc704 \uc131\uacfc \uae30\uc5c5\uc5d0\uc11c \ud754\ud788 \ubcfc \uc218 \uc788\ub294 \uacb0\uacfc\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub294 \uc774\ub7ec\ud55c \uacb0\uacfc\ub97c \uac00\uc838\uc628 \uc6d0\ub3d9\ub825\uc785\ub2c8\ub2e4. \uc218\ub3d9 KYC \ub370\uc774\ud130 \uc785\ub825\uc744 \uba70\uce60\uc5d0\uc11c \uba87 \uc2dc\uac04\uc73c\ub85c \ub2e8\ucd95\ud558\ub294 \uac83\uc740 \ub2e8\uc21c\ud55c \ud3b8\uc758\uc131\uc744 \ub118\uc5b4 \uaddc\uc815 \uc900\uc218 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc218\uc791\uc5c5\uc73c\ub85c \ucc98\ub9ac\ud560 \uacbd\uc6b0 \uace0\uac1d\ub2f9 2~4\uc2dc\uac04\uc758 RM \uc2dc\uac04\uacfc 3~5\uc2dc\uac04\uc758 \ubc31\uc624\ud53c\uc2a4 \ub178\ub825\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%94%94%ec%a7%80%ed%84%b8-%ec%98%a8%eb%b3%b4%eb%94%a9\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"6030\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \ud50c\ub7ab\ud3fc\uc740 \ub370\uc774\ud130\ub97c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uace0 \uaddc\uc81c \uae30\uad00\uc744 \uc704\ud574 \ubaa8\ub4e0 \ubcc0\uacbd \uc0ac\ud56d\uc744 \uae30\ub85d\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc774\ub97c \uadf9\uc801\uc73c\ub85c \uc555\ucd95\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025~2026\ub144, \uaddc\uc81c \ub2f9\uad6d\uc740 \ucd94\uc801 \uac00\ub2a5\ud55c \ub514\uc9c0\ud138 \ud504\ub85c\uc138\uc2a4\ub97c \uc810\uc810 \ub354 \uae30\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2016\ub144\ubd80\ud130 FINMA \ud68c\ub78c\uc740 \uc704\ud5d8 \uae30\ubc18 \uc811\uadfc \ubc29\uc2dd\uacfc \ube44\ub514\uc624 \uc2dd\ubcc4\uc744 \uac15\uc870\ud574 \uc654\uc2b5\ub2c8\ub2e4. 2022\ub144 \uc774\ud6c4 \uac15\ud654\ub41c ESMA\uc758 MiFID II \uc801\ud569\uc131 \uae30\ub300\uce58 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"6031\">ESG<\/a> \uac1c\uc815\uc548\uc5d0 \ub530\ub974\uba74 \uae08\uc735\uae30\uad00\uc740 \ud22c\uc790\uc790\uc758 \uc120\ud638\ub3c4\ub97c \ud30c\uc545\ud558\uace0 \uc0c1\ud488\uc774 \uace0\uac1d \ud504\ub85c\ud544\uc5d0 \ub9de\ub294\uc9c0 \uc785\uc99d\ud574\uc57c \ud569\ub2c8\ub2e4. FATF \uad8c\uace0\uc548\uc740 \uc804 \uc138\uacc4\uc801\uc73c\ub85c KYC\/AML \uc758\ubb34\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \uc774\uba54\uc77c \uccb4\uc778\uacfc \uc6cc\ub4dc \ud15c\ud50c\ub9bf\uc5d0 \uc758\uc874\ud558\ub294 \uae30\uad00\uc740 \ube44\ud6a8\uc728\uc801\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c \uaddc\uc81c \uc704\ubc18\uc758 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \ub2e8\uacc4\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \uac00\uc2dc\uc131\uc744 \ud1b5\ud574 \uc120\uc81c\uc801\uc778 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4. \ucc38\uc5ec \ubd84\uc11d \ubc0f \uace0\uac1d \uc9c4\ud589 \uc0c1\ud669 \ucd94\uc801\uc740 \uc2e4\ud589 \uac00\ub2a5\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc81c\uacf5\ud558\uc5ec \ud300\uc774 \uac01 \uace0\uac1d\uc758 \uc5ec\uc815\uc744 \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0 \uc870\uae30\uc5d0 \uac1c\uc785\ud558\uc5ec \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ucd5c\uc801\ud654\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. RM\uc774 \uc218\uc775 \uc18c\uc720\uc790\uc758 \uc5ec\uad8c\uc774 \ub204\ub77d\ub41c \uac83\uc744 \ubc1c\uacac\ud558\uba74 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0 \uc911\uc5d0 \uba87 \uc8fc \ud6c4\uc5d0 \ubc1c\uacac\ud558\ub294 \ub300\uc2e0 \ub2f9\uc77c\uc5d0 \uac1c\uc785\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e8\uacc4, \uad00\ud560\uad8c \ub610\ub294 \uc81c\ud488 \uc720\ud615\ubcc4\ub85c \uc628\ubcf4\ub529 \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud558\ub294 \ub300\uc2dc\ubcf4\ub4dc\ub97c \ud1b5\ud574 \uacbd\uc601\uc9c4\uc740 \ubcd1\ubaa9 \ud604\uc0c1\uc744 \ubc1c\uacac\ud558\uace0 \uc9c0\uc5f0\uc774 \ub354 \uae38\uc5b4\uc9c0\uae30 \uc804\uc5d0 \ub9ac\uc18c\uc2a4\ub97c \uc7ac\ud560\ub2f9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ucd5c\uc2e0 \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uacb0\uacfc \uc694\uc57d:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub354 \ub192\uc740 \ud65c\uc131\ud654\uc728(\uc2dc\uac04 \ucd5c\uc801\ud654\ub97c \ud1b5\ud574 421TP3% \uac1c\uc120)<\/li>\n\n\n\n<li>\uaddc\uc815 \uc900\uc218 \ubc1c\uacac \ubc0f \uac10\uc0ac \uc608\uc678 \uac10\uc18c<\/li>\n\n\n\n<li>NPS \ud5a5\uc0c1(6\ubd84 \ud750\ub984\uc5d0\uc11c 22\uc810 \uc0c1\uc2b9)<\/li>\n\n\n\n<li>\ub354\uc6b1 \uc608\uce21 \uac00\ub2a5\ud55c AUM \uc720\uc785 \ubc0f \uad50\ucc28 \ud310\ub9e4<\/li>\n\n\n\n<li>RM \ubc0f \ubc31\uc624\ud53c\uc2a4\uc758 \uc218\ub3d9 \uc5c5\ubb34\ub7c9 \uac10\uc18c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ucd5c\uc2e0 \uace0\uac1d \uc628\ubcf4\ub529 \ud50c\ub7ab\ud3fc\uc758 \uc8fc\uc694 \uae30\ub2a5<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uace0\uac1d \uc628\ubcf4\ub529 \ub3c4\uad6c\uac00 \uaddc\uc81c \ub300\uc0c1 \uc0b0\uc5c5\uc5d0 \uc801\ud569\ud55c \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4. \ucd5c\uc2e0 \uace0\uac1d \uc628\ubcf4\ub529 \ub3c4\uad6c\ub294 \uc628\ubcf4\ub529 \ud504\ub85c\uc81d\ud2b8\ub97c \uc9c0\uc6d0\ud558\uc5ec \ud300\uc774 \uc5ec\ub7ec \uc628\ubcf4\ub529 \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \ud6a8\uc728\uc801\uc73c\ub85c \uad00\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \ubcf4\ud5d8\uc0ac\uc5d0\ub294 \ub2e8\uc21c\ud55c \uc591\uc2dd \uc791\uc131\uae30 \uc774\uc0c1\uc758 \ud50c\ub7ab\ud3fc\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uc774 \uc139\uc158\uc5d0\uc11c\ub294 \uae08\uc735 \uc0ac\uc6a9 \uc0ac\ub840\ub97c \uc608\ub85c \ub4e4\uc5b4 \ud544\uc218 \uae30\ub2a5\uc744 \uac04\ub7b5\ud558\uac8c \uc124\uba85\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubcf5\uc7a1\ud55c \uae08\uc735 \uc0c1\ud488\uc5d0 \ub9de\ucd98 \ub514\uc9c0\ud138 \uc591\uc2dd \ubc0f \uc804\uc790 \uc11c\uba85<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \uae30\uad00\uc744 \uc704\ud55c \uace0\uac1d \uc628\ubcf4\ub529 \ud50c\ub7ab\ud3fc\uc740 \uc784\uc758 \uc704\uc784, \uc790\ubb38 \uacc4\uc57d, \ubcf4\ud5d8 \uc815\ucc45\uacfc \uac19\uc740 \ubcf5\uc7a1\ud55c \uc0c1\ud488\uc5d0 \uc801\ud569\ud55c \ub514\uc9c0\ud138 \uc591\uc2dd\uc744 \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4. \uc591\uc2dd\uc740 \uc870\uac74\ubd80 \ub17c\ub9ac\ub97c \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d \uc720\ud615, \uad00\ud560\uad8c \ub610\ub294 \uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \ub530\ub77c \ud544\ub4dc\ub97c \ud45c\uc2dc\ud558\uc5ec \uc0ac\uc6a9\uc790\uc5d0\uac8c \ubd80\ub2f4\uc744 \uc8fc\uc9c0 \uc54a\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4. \uc804\uc790 \uc11c\uba85 \uc81c\uacf5\uc5c5\uccb4(\uc608: DocuSign \ub610\ub294 Swisscom Sign)\uc640 \ud1b5\ud569\ud558\uba74 \uc2a4\uc704\uc2a4 ZertES \ub610\ub294 EU eIDAS\uc5d0 \ub530\ub77c \uacc4\uc57d\uc758 \ubc95\uc801 \uad6c\uc18d\ub825\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc870\uac74\ubd80 \ub85c\uc9c1\uc744 \uc0ac\uc6a9\ud558\ub294 \uae30\uad00\uc740 \uc628\ubcf4\ub529\uc744 \uc644\ub8cc\ud55c \uace0\uac1d\uc758 \ub9cc\uc871\ub3c4\uac00 81%\ub77c\uace0 \ubcf4\uace0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>KYC\/\uc2e0\uc6d0\ud655\uc778 \ub370\uc774\ud130 \ucea1\ucc98 \ubc0f \uac80\uc99d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ud30c\uc545(KYC) \ubc0f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ed%95%a9%eb%b2%95%ec%a0%81%ec%9d%b8-%eb%b9%84%ec%a6%88%eb%8b%88%ec%8a%a4%ec%9d%b8%ec%a7%80-%ed%99%95%ec%9d%b8%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95-kyb-%ec%84%a4%eb%aa%85\/\" target=\"_self\">\ube44\uc988\ub2c8\uc2a4 \ud30c\uc545(KYB<\/a>) \ub370\uc774\ud130\ub294 \uae30\ubcf8\uc785\ub2c8\ub2e4. \ucd5c\uc2e0 \ud50c\ub7ab\ud3fc\uc740 \uc0dd\uccb4\uc778\uc2dd(\uc548\uba74 \uc778\uc2dd), World-Check\uc640 \uac19\uc740 \uc2ec\uc0ac \uc81c\uacf5\uc5c5\uccb4\uc5d0 \ub300\ud55c API \ub610\ub294 \uc5ec\uad8c\uc6a9 OCR\uc744 \ud1b5\ud574 \uc2e0\uc6d0\uc744 \ud655\uc778\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \ud55c \ubc88 \ucea1\ucc98\ub418\uc5b4 \uc591\uc2dd, \uc2e0\uc6d0 \uc815\ubcf4, \uac70\uc8fc\uc9c0, CRS\/FATCA \uc2e0\uace0, \uc790\uae08 \ucd9c\ucc98, \ud22c\uc790 \ubaa9\uc801 \ub4f1\uc5d0 \uc7ac\uc0ac\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc704\ud5d8 \uc810\uc218 \ubc0f \uaddc\uc815 \uc900\uc218 \uaddc\uce59 \uc5d4\uc9c4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ac\uc2a4\ud06c \uc5d4\uc9c4\uc740 \uaddc\uce59 \uae30\ubc18 \ub610\ub294 AI \uae30\ubc18 \ubaa8\ub378\uc744 \uc801\uc6a9\ud558\uc5ec \uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c(PEP), \uc81c\uc7ac \uc77c\uce58 \ub610\ub294 \uace0\uc704\ud5d8 \uad00\ud560 \uc9c0\uc5ed\uc744 \ud45c\uc2dc\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5d4\uc9c4\uc740 \uc0c8\ub85c\uc6b4 \ub370\uc774\ud130\uac00 \uc785\ub825\ub420 \ub54c\ub9c8\ub2e4 \uace0\uac1d\uc744 \ub3d9\uc801\uc73c\ub85c \uc810\uc218\ud654\ud558\uc5ec \uaddc\uc815 \uc900\uc218 \ud300\uc774 \uc911\uc694\ud55c \ubd80\ubd84\uc5d0 \uc8fc\uc758\ub97c \uc9d1\uc911\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uad6c\uc131 \uac00\ub2a5\ud55c \uaddc\uce59\uc740 IT\uc758 \uac1c\uc785 \uc5c6\uc774 \uc2a4\uc704\uc2a4, EU, \uc911\ub3d9 \uaddc\uc815\uc5d0 \ub9de\uac8c \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654 \ubc0f \uc791\uc5c5 \ub77c\uc6b0\ud305<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\ub294 \uae30\ud55c\uc774 \uc9c0\ub09c \ud56d\ubaa9\uc5d0 \ub300\ud55c \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uaddc\uce59\uc744 \ud1b5\ud574 \uc791\uc5c5\uc744 \uc790\ub3d9\uc73c\ub85c \ub77c\uc6b0\ud305\ud558\uace0, RM \uac80\ud1a0, \uaddc\uc815 \uc900\uc218 \uc2b9\uc778, \uc6b4\uc601 \uc810\uac80\uc744 \uc218\ud589\ud569\ub2c8\ub2e4. \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654\ub294 \ubcf5\uc7a1\ud55c \uc6cc\ud06c\ud50c\ub85c\ub97c \uc9c0\uc6d0\ud558\uc5ec \ud300\uc774 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4 \uc804\ubc18\uc5d0 \uac78\uccd0 \ud504\ub85c\uc81d\ud2b8\ub97c \ud6a8\uc728\uc801\uc73c\ub85c \uad00\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc791\uc5c5 \uad00\ub9ac \uae30\ub2a5\uc73c\ub85c \uc5b4\ub5a4 \ub2e8\uacc4\ub3c4 \ub193\uce58\uc9c0 \uc54a\uace0, \uc5ed\ud560 \uae30\ubc18 \ud560\ub2f9\uc73c\ub85c \uc801\ud569\ud55c \ub2f4\ub2f9\uc790\uac00 \uac01 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\ub294 \uace0\uac1d\uc774 \uc885\uc885 \uc78a\ud600\uc9c4\ub2e4\uace0 \ub290\ub07c\ub294 \uc11c\uba85 \ud6c4\uc758 \u201c\ube14\ub799\ud640\u201d \uae30\uac04\uc744 \uc5c6\uc560\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud55c \ubb38\uc11c \ubc0f \uacc4\uc57d \uad00\ub9ac<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb38\uc11c \uad00\ub9ac\ub294 \ubaa8\ub4e0 \uc628\ubcf4\ub529 \uc790\ub8cc\uc758 \ubc84\uc804 \uad00\ub9ac, \uc548\uc804\ud55c \uc800\uc7a5, \uac80\uc0c9\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uc5c5\ub85c\ub4dc, \ud3b8\uc9d1, \uc2b9\uc778\uc740 \ud0c0\uc784\uc2a4\ud0ec\ud504\uc640 \uc0ac\uc6a9\uc790 ID\ub85c \uae30\ub85d\ub418\uc5b4 \uaddc\uc81c \uae30\uad00\uc744 \uc704\ud55c \ubcc0\uacbd \ubd88\uac00\ub2a5\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \uad6c\ucd95\ud569\ub2c8\ub2e4. \uc774\ub294 FINMA \uac80\uc0ac, MiFID II \uc801\ud569\uc131 \uc99d\uba85 \ubc0f \ub0b4\ubd80 \uac10\uc0ac\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubd84\uc11d \ubc0f \uc628\ubcf4\ub529 \ub300\uc2dc\ubcf4\ub4dc<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubd84\uc11d \ub3c4\uad6c\ub294 \uc644\ub8cc \uc2dc\uac04, \uac70\ubd80\uc728, \ud3ec\ud138 \ub85c\uadf8\uc778 \ud1b5\uacc4\uc640 \uac19\uc740 \uba54\ud2b8\ub9ad\uc744 \ud45c\uc2dc\ud569\ub2c8\ub2e4. \uc628\ubcf4\ub529 \ud300\uc740 \ubd84\uc11d\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc0ac\uc6a9\uc790 \uc0c1\ud638\uc791\uc6a9\uc744 \ucd94\uc801\ud558\uace0 \uc0ac\uc6a9\uc790 \ud589\ub3d9\uc744 \ubd84\uc11d\ud568\uc73c\ub85c\uc368 \uc0ac\uc6a9\uc790\uac00 \uc628\ubcf4\ub529 \ud50c\ub85c\uc6b0\uc640 \uc0c1\ud638\uc791\uc6a9\ud558\ub294 \ubc29\uc2dd\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \uc778\uc0ac\uc774\ud2b8\ub97c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\ud488 \ubd84\uc11d \ub3c4\uad6c\ub97c \ud1b5\ud569\ud558\uba74 \ucc38\uc5ec \ud328\ud134\uacfc \ud65c\uc131\ud654 \uc774\ubca4\ud2b8\ub97c \ud30c\uc545\ud558\uace0 \uc0ac\uc6a9\uc790\uac00 \ud50c\ub7ab\ud3fc\uacfc \uc0c1\ud638 \uc791\uc6a9\ud558\ub294 \ubc29\uc2dd\uc5d0 \ub530\ub77c \uc628\ubcf4\ub529 \uacbd\ud5d8\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ucd5c\uc801\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub300\uc2dc\ubcf4\ub4dc\ub97c \ud1b5\ud574 \uc628\ubcf4\ub529 \ud300\uc740 \uace0\uac1d\uc774 \uc5b4\ub824\uc6c0\uc744 \uacaa\ub294 \ubd80\ubd84\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.181\uc740\ud589 \uc571\uc5d0\uc11c\ub294 \ud3c9\uade0 11.4\ubd84\ub9c8\ub2e4 3\uba85\uc774 \ucd94\uac00\ub85c \uc774\ud0c8\ud558\ub294 \uac83\uc774 \uc77c\ubc18\uc801\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc0ac\uc774\ud2b8\ub294 \ud504\ub85c\uc138\uc2a4 \uac1c\uc120\uacfc \ub9ac\uc18c\uc2a4 \ud560\ub2f9\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ucf54\uc5b4 \ubc45\ud0b9\uacfc\uc758 \ud1b5\ud569<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\uacfc \ud1b5\ud569, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/2025%eb%85%84-%ed%98%84%eb%aa%85%ed%95%9c-%ed%88%ac%ec%9e%90%ec%9e%90%eb%a5%bc-%ec%9c%84%ed%95%9c-6%ea%b0%80%ec%a7%80-%ec%b5%9c%ea%b3%a0%ec%9d%98-%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4\/\" target=\"_self\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/a> (PMS) \ubc0f \ucf54\uc5b4 \ubc45\ud0b9\uc740 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\ub97c \uc81c\uac70\ud569\ub2c8\ub2e4. InvestGlass\ub294 \uae30\uc874 \ub3c4\uad6c \ubc0f \ud0c0\uc0ac \ub3c4\uad6c\uc640 \uc6d0\ud65c\ud558\uac8c \ud1b5\ud569\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uae08\uc735 \uae30\uad00\uc740 \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uac04\uc18c\ud654\ud558\uace0 \uc804\ubc18\uc801\uc778 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc628\ubcf4\ub529\uc774 \uc644\ub8cc\ub418\uba74 \uace0\uac1d \ud504\ub85c\ud544\uc774 CRM \ud30c\uc774\ud504\ub77c\uc778, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\uc870, \uadf8\ub9ac\uace0 \ub2e4\uc74c\uc744 \ud1b5\ud574 \ubc14\ub85c \ud53c\ub4dc\ub429\ub2c8\ub2e4. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"6032\">\ub9c8\ucf00\ud305<\/a> \uc138\uadf8\uba3c\ud2b8. API\uc640 \ucee4\ub125\ud130\ub294 \uc218\ub3d9\uc73c\ub85c \ud0a4\ub97c \ub2e4\uc2dc \uc785\ub825\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc6d0\ud65c\ud55c \ub370\uc774\ud130 \ud750\ub984\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"\uc644\uc804 \uc720\uc5f0\ud55c CRM InvestGlass\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\uc644\uc804 \uc720\uc5f0\ud55c CRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud611\uc5c5\uc744 \uc704\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \ub300\uba74 \ud3ec\ud138 \ub610\ub294 \uc6cc\ud06c\uc2a4\ud398\uc774\uc2a4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc628\ubcf4\ub529 \ud3ec\ud138\uc740 \uace0\uac1d\uc774 \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud558\uace0, \uacc4\uc57d\uc11c\ub97c \uac80\ud1a0\ud558\uace0, \ub514\uc9c0\ud138 \uc11c\uba85\uc744 \ud560 \uc218 \uc788\ub294 \ube0c\ub79c\ub4dc\ud654\ub41c \uc548\uc804\ud55c \uacf5\uac04\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uace0\uac1d \uc6cc\ud06c\uc2a4\ud398\uc774\uc2a4\uc640 \ucf54\ub4dc \uc5c6\ub294 \uace0\uac1d \ud3ec\ud138\uc744 \ud65c\uc6a9\ud558\uc5ec \ud300\uc740 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uace0 \uc6cc\ud06c\ud50c\ub85c\ub97c \ud45c\uc900\ud654\ud558\uba70 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uac1c\uc120\ud558\ub294 \ud611\uc5c5\uc801\uc774\uace0 \uc0ac\uc6a9\uc790 \uc9c0\uc815 \uac00\ub2a5\ud55c \ud658\uacbd\uc744 \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud3ec\ud138\uc740 \uc628\ubcf4\ub529 \uc9c4\ud589 \uc0c1\ud669, \uccb4\ud06c\ub9ac\uc2a4\ud2b8, \uc791\uc5c5 \ubc0f \ub2e4\uc74c \ub2e8\uacc4\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131\uc744 \uc81c\uacf5\ud558\uc5ec \uc774\uba54\uc77c \uc8fc\uace0\ubc1b\uae30\ub97c \uc904\uc774\uace0 \uc644\ub8cc\ub97c \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2dc\ub098\ub9ac\uc624: \uad6d\uacbd\uc744 \ub118\ub294 EU \uace0\uac1d\uc744 \uc2a4\uc704\uc2a4 \uc740\ud589\uc5d0 \uc628\ubcf4\ub529\ud558\uae30<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud504\ub791\uc2a4\uc758 \ud55c \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uac00 \ucde8\ub9ac\ud788\uc5d0 \ubcf8\uc0ac\ub97c \ub454 \ud504\ub77c\uc774\ube57 \ubc45\ud06c\uc758 \ud22c\uc790\uc77c\uc784\uc5d0 \uad00\uc2ec\uc744 \ud45c\uba85\ud569\ub2c8\ub2e4. RM\uc774 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%eb%b9%84%ec%a6%88%eb%8b%88%ec%8a%a4%ec%97%90-%eb%b3%b4%ec%95%88-%ed%81%b4%eb%9d%bc%ec%9d%b4%ec%96%b8%ed%8a%b8-%ed%8f%ac%ed%84%b8%ec%9d%84-%ec%82%ac%ec%9a%a9%ed%95%a0-%eb%95%8c%ec%9d%98-%ec%a3%bc\/\" target=\"_self\">\ubcf4\uc548 \ud3ec\ud138<\/a> \ub9c1\ud06c\ub97c \ud074\ub9ad\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc5ec\uad8c\uc744 \uc5c5\ub85c\ub4dc\ud558\uba74 \uc870\uac74\ubd80 \uc591\uc2dd\uc744 \ud1b5\ud574 \uc2e0\uace0\ub41c \uc138\uae08 \uac70\uc8fc\uc9c0\uc5d0 \ub530\ub77c CRS\/FATCA \uc2e0\uace0\uac00 \ud45c\uc2dc\ub429\ub2c8\ub2e4. \uc81c\uc7ac \uc2ec\uc0ac\ub294 \ud1b5\ud569 \uc81c\uacf5\uc5c5\uccb4\ub97c \ud1b5\ud574 \uc790\ub3d9\uc73c\ub85c \uc2e4\ud589\ub429\ub2c8\ub2e4. \uc801\ud569\uc131 \ud034\uc988\ub97c \ud1b5\ud574 MiFID II\uc5d0\uc11c \uc694\uad6c\ud558\ub294 ESG \uc120\ud638\ub3c4\ub97c \ud30c\uc545\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc704\uc784\uc7a5\uc5d0 \uc804\uc790 \uc11c\uba85\ud558\uba74 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc124\uc815\uc774 \uc2dc\uc791\ub418\uba70, \ucd1d \uc18c\uc694 \uc2dc\uac04: 5\uc77c, \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\uc758 \uacbd\uc6b0 15\uc77c\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uaddc\uc81c \uae30\uad00\uc5d0 \uc804\ubb38 \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \ud544\uc694\ud55c \uc774\uc720<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub300\uc0c1 \uae30\uad00\uc740 \uc77c\ubc18\uc801\uc778 SaaS\ub098 \uc774\ucee4\uba38\uc2a4 \ub3c4\uad6c\ub85c\ub294 \ud574\uacb0\ud560 \uc218 \uc5c6\ub294 \uc628\ubcf4\ub529 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\ub300 5\uac1c \uc774\uc0c1\uc758 \uacc4\uce35\uc73c\ub85c \uad6c\uc131\ub41c \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\uc758 \uc218\uc775\uc801 \uc18c\uc720\uad8c\uc744 \ud30c\uc545\ud574\uc57c \ud558\ub294 \ubcf5\uc7a1\uc131\uc774\ub098 \uae30\uc874 \uc0ac\uc6a9\uc790\uc5d0 \ub300\ud574 \ub9e4\ub144 KYC\ub97c \uac31\uc2e0\ud574\uc57c \ud558\ub294 \ud544\uc694\uc131\uc744 \uace0\ub824\ud558\uc138\uc694. MiFID II \uc801\ud569\uc131 \uc694\uac74\uc740 \uc0c1\ud488\uc744 \uace0\uac1d \ud504\ub85c\ud544\uacfc \uc5f0\uacc4\ud558\uace0, \uc601\uad6c \uc81c\uc7ac \uc2ec\uc0ac\ub294 \uc9c0\uc815\ud559\uc801 \ubcc0\ud654\uc5d0 \uc801\uc751\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \ud2b9\ubcc4\ud55c \uacbd\uc6b0\uac00 \uc544\ub2c8\ub77c \uaddc\uc815 \uc900\uc218 \ubc0f \uc628\ubcf4\ub529 \ud300\uc774 \ub9e4\uc77c \ub9c8\uc8fc\ud558\ub294 \ud604\uc2e4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\ub3d9 \ubc29\uc2dd\uc740 \uc704\ud5d8\uc744 \uc99d\ud3ed\uc2dc\ud0b5\ub2c8\ub2e4. 2022\ub144\ubd80\ud130 2024\ub144 \uc0ac\uc774\uc5d0 \uae08\uc735 \uae30\uad00\uc758 \uac10\uc0ac\uc5d0\uc11c \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \uc624\ub958\ub85c \uc778\ud55c \ubc8c\uae08, \ubc84\uc804 \uad00\ub9ac \ubb38\uc81c\ub85c \uc778\ud55c \uc2b9\uc778 \uc9c0\uc5f0, \uc628\ubcf4\ub529 \uc0c1\ud0dc\uc5d0 \ub300\ud55c \uc911\uc559 \uc9d1\uc911\uc2dd \ubdf0 \ubd80\uc7ac\ub85c \uc778\ud574 \uc0c8\ub85c\uc6b4 \uc2dc\uc7a5\uc5d0 \uc9c4\ucd9c\ud558\uac70\ub098 \uace0\uac1d \uae30\ubc18\uc744 \ub298\ub9b4 \ub54c \ud655\uc7a5\ud558\uae30\uac00 \uac70\uc758 \ubd88\uac00\ub2a5\ud558\ub2e4\ub294 \uc0ac\uc2e4\uc774 \ubc1d\ud600\uc84c\uc2b5\ub2c8\ub2e4. \uc774\uba54\uc77c \uae30\ubc18 \uc628\ubcf4\ub529\uc740 \ubb38\uc11c \ubd84\uc2e4, \ub2e8\uacc4 \ub204\ub77d, \uc804\uccb4 \uace0\uac1d \uc5ec\uc815\uc758 \uad00\ub9ac \ubd88\ud22c\uba85\uc131 \ub4f1 \uacf5\ubc31\uc744 \uc57c\uae30\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\ubb38\ud654\ub41c \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uace0\uac1d \ub370\uc774\ud130\ub97c \u201c\ud669\uae08 \uae30\ub85d'\uc73c\ub85c \uc911\uc559 \uc9d1\uc911\ud654\ud558\uace0, PEP \ubc0f \uc81c\uc7ac \uc810\uac80\uc744 \uad00\ub9ac\ud558\uba70, \uaddc\uc81c \ub2f9\uad6d\uc744 \uc704\ud55c \ubaa8\ub4e0 \ubcc0\uacbd \uc0ac\ud56d\uc744 \uae30\ub85d\ud569\ub2c8\ub2e4. \uad00\ud560\uad8c\ubcc4 \ub85c\uc9c1\uc744 \ud1b5\ud574 \uc2a4\uc704\uc2a4 DLT \uaddc\uc815, EU DORA \ubcf5\uc6d0\ub825 \uc694\uac74 \ub610\ub294 MENA \uaddc\uc81c \uae30\ub300\uce58\ub97c \uc628\ubcf4\ub529 \ud750\ub984\uc5d0 \ubc18\uc601\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\ub294 \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uad6c\uc131\ud558\uace0, \uc678\ubd80 \uc2ec\uc0ac\ub97c \uc2e4\ud589\ud558\uace0, \uace0\uac1d\uc744 \uc2b9\uc778 \ub610\ub294 \uac70\ubd80\ud560 \uc218 \uc788\uc73c\uba70, \uc774 \ubaa8\ub4e0 \uacfc\uc815\uc744 FINMA, ESMA \ub610\ub294 \ub0b4\ubd80 \uac10\uc0ac\ub97c \uc704\ud55c \uc804\uccb4 \uac10\uc0ac \ucd94\uc801\uacfc \ud568\uaed8 \uc218\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uc911 \uace0\uac1d \uc0c1\ud0dc\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\ub294 \uace0\uac1d \uc628\ubcf4\ub529 \ub3c4\uad6c\ub97c \ud65c\uc6a9\ud558\uc5ec \uae30\uad00\uc740 \ucc38\uc5ec\ub3c4\uc640 \ub9cc\uc871\ub3c4\ub97c \uc2e4\uc2dc\uac04\uc73c\ub85c \ucd94\uc801\ud558\uc5ec \uc870\uae30\uc5d0 \uac1c\uc785\ud558\uc5ec \ubb38\uc81c\ub97c \ud574\uacb0\ud558\uace0 \uace0\uac1d \uc720\uc9c0\ub97c \ud06c\uac8c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\ud560\uad8c\ubcc4 \ub17c\ub9ac\uc758 \ud544\uc694\uc131\uc740 \uc544\ubb34\ub9ac \uac15\uc870\ud574\ub3c4 \uc9c0\ub098\uce58\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\uc758 \uace0\uac1d\uc740 \ub3c5\uc77c\uc774\ub098 \uc2f1\uac00\ud3ec\ub974\uc758 \uace0\uac1d\uacfc\ub294 \ub2e4\ub978 \uacf5\uac1c \uc694\uac74\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad6d\uac00 \uac04 \ub9c8\ucf00\ud305 \uaddc\uce59\uc740 \ub610 \ub2e4\ub978 \uacc4\uce35\uc744 \ucd94\uac00\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\uc218\ub97c \uc989\uc2dc \uc9c0\uc6d0\ud558\uac70\ub098 \ucf54\ub4dc \uc5c6\uc774 \uad6c\uc131\ud560 \uc218 \uc788\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4dc\ub294 \uc218\ub3d9 \ud574\uacb0 \ubc29\ubc95\uc744 \ubc29\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc628\ubcf4\ub529\uc744 \ud604\ub300\ud654\ud558\uc9c0 \uc54a\uc744 \uacbd\uc6b0\uc758 \uc704\ud5d8:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>4~6\uc8fc\uc758 \uc628\ubcf4\ub529 \uc9c0\uc5f0\uc73c\ub85c \uc778\ud574 \uace0\uac1d\uc774 \uc2e0\ub8b0\ub97c \uc783\uac70\ub098 \uacbd\uc7c1\uc0ac\ub97c \uc120\ud0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uad8c\ud55c \ubd84\uc2e4 \ubc0f \uc218\uc775 \uc720\ucd9c<\/li>\n\n\n\n<li>\uaddc\uc81c \ubc8c\uae08(\uc608: AML \uc704\ubc18 \uc2dc AMLD6\uc5d0 \ub530\ub77c \uc218\ubc31\ub9cc \uc720\ub85c)<\/li>\n\n\n\n<li>\ubd80\uc815\uc801\uc778 \uace0\uac1d \uc785\uc18c\ubb38 \ubc0f \ud3c9\ud310 \uc190\uc0c1<\/li>\n\n\n\n<li>\uac10\uc0ac \uacb0\uacfc \ubc0f \uac10\ub3c5\uc790\uc758 \uc870\uc0ac \uac15\ud654<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \uace0\uac1d \uc628\ubcf4\ub529: \uc2a4\uc704\uc2a4 \uc8fc\uad8c \uc811\uadfc \ubc29\uc2dd<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud558\ub294(\ub610\ub294 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ec%b5%9c%ea%b3%a0%ec%9d%98-%ec%98%a8%ed%94%84%eb%a0%88%eb%af%b8%ec%8a%a4-crm-%ec%86%8c%ed%94%84%ed%8a%b8%ec%9b%a8%ec%96%b4-%ea%b8%b0%eb%8a%a5-%ec%9e%a5%eb%8b%a8%ec%a0%90\/\" target=\"_self\">\uc628\ud504\ub808\ubbf8\uc2a4) CRM<\/a> \uae08\uc735 \uae30\uad00\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub41c \uc628\ubcf4\ub529 \uc2a4\ud0dd\uc785\ub2c8\ub2e4. \uc885\ud569\uc801\uc778 \uace0\uac1d \uc131\uacf5 \ud50c\ub7ab\ud3fc\uc778 InvestGlass\ub294 \uc628\ubcf4\ub529, CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \ud1b5\ud569\ud558\uc5ec \uc6d0\ud65c\ud55c \uace0\uac1d \uc5ec\uc815\uacfc \uc7a5\uae30\uc801\uc778 \uc131\uacf5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. 2010\ub144\ub300 \uc911\ubc18\uc5d0 \ucd9c\uc2dc\ub418\uc5b4 2025\ub144\uae4c\uc9c0 \uc9c0\uc18d\uc801\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ub418\ub294 InvestGlass\ub294 CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \ud558\ub098\uc758 \ud50c\ub7ab\ud3fc\uc73c\ub85c \ud1b5\ud569\ud569\ub2c8\ub2e4. \uc774 \uc62c\uc778\uc6d0 \uc811\uadfc \ubc29\uc2dd\uc740 \ud3ec\uc778\ud2b8 \uc194\ub8e8\uc158\uc744 \uc0ac\uc6a9\ud558\ub294 \uae30\uad00\uc744 \uad34\ub86d\ud788\ub294 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\uc640 \ud1b5\ud569 \ubb38\uc81c\ub97c \uc81c\uac70\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c\uc740 InvestGlass\uc758 \ud3ec\uc9c0\uc154\ub2dd\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4. \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc\ubc95\uc758 \uc801\uc6a9\uc744 \ubc1b\uc9c0 \uc54a\ub294 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130\uc5d0\uc11c\uc758 \ud638\uc2a4\ud305\uc740 \uace0\uac1d \ub370\uc774\ud130\ub97c \ubcf4\ud638\ud558\uace0 \ubd88\ud544\uc694\ud55c \uc804\uc1a1\uc744 \ud53c\ud558\uace0\uc790 \ud558\ub294 EU, \uc911\ub3d9 \ubc0f APAC \uae30\uad00\uc758 \uacf5\uac10\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\uac00 \ud544\uc694\ud55c \uae30\uc5c5\uc758 \uacbd\uc6b0, InvestGlass\ub294 \ud574\ub2f9 \ubaa8\ub378\ub3c4 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\ub124\ubc14\uc758 \ud55c \ubbfc\uac04 \uc740\ud589\uc740 InvestGlass\ub97c \ubc30\ud3ec\ud558\uc5ec \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \uc601\uc5c5\uc77c \uae30\uc900 15\uc77c\uc5d0\uc11c 5\uc77c\ub85c \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4. An <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ec%99%b8%eb%b6%80-%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac%ec%9e%90%eb%a5%bc-%ec%84%a0%ed%83%9d%ed%95%98%ea%b8%b0-%ec%9c%84%ed%95%9c-%ec%a3%bc%ec%9a%94-%ed%8c%81\/\" target=\"_self\">\ub3c5\ub9bd \uc790\uc0b0 \uad00\ub9ac\uc790<\/a> \ub294 \ud30c\ud3b8\ud654\ub41c \uc774\uba54\uc77c \ubc0f \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \ud504\ub85c\uc138\uc2a4\ub97c \ud1b5\ud569 \uc628\ubcf4\ub529 \ud50c\ub7ab\ud3fc\uc73c\ub85c \ub300\uccb4\ud558\uc5ec KYC \ud488\uc9c8\uacfc \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \uac1c\uc120\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacb0\uacfc\ub294 InvestGlass\ub97c \ud1b5\ud574 \uc218\ub3d9 \uc628\ubcf4\ub529\uc5d0\uc11c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc73c\ub85c \uc804\ud658\ud55c \uae30\uad00\uc5d0\uc11c \ud754\ud788 \ubcfc \uc218 \uc788\ub294 \uacb0\uacfc\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uae08\uc735\uc5d0 \uc801\ud569\ud55c \uc77c\ubc18\uc801\uc778 CRM\uc774 \uc544\ub2d9\ub2c8\ub2e4. \ucc98\uc74c\ubd80\ud130 \uaddc\uc81c\ub97c \ubc1b\ub294 B2B \uae08\uc735 \uc11c\ube44\uc2a4, \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac, \ubd80\ub3d9\uc0b0 \ubc0f \uacf5\uacf5 \ubd80\ubb38\uc744 \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8 \uc591\uc2dd\ubd80\ud130 \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ubaa8\ub4e0 \uae30\ub2a5\uc740 FINMA, MiFID II, FATF \ubc0f \ud604\uc9c0 \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uc5d0 \ub530\ub77c \uc6b4\uc601\ub418\ub294 \ud604\uc2e4\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\uc758 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \uc6cc\ud06c\ud50c\ub85c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">RM \ub610\ub294 \uc7a0\uc7ac \uace0\uac1d\uc740 \ubcf4\uc548 \ub9c1\ud06c, \uc6f9\uc0ac\uc774\ud2b8 \uc704\uc82f \ub610\ub294 \ub0b4\uc7a5\ub41c \uc591\uc2dd\uc744 \ud1b5\ud574 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc5ec\uc815\uc744 \uc2dc\uc791\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \ucc38\uc5ec\ub3c4\uc640 \uc0ac\uc6a9 \ud3b8\uc758\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \uc9c1\uad00\uc801\uc774\uace0 \ud6a8\uc728\uc801\uc778 \ud504\ub85c\uc138\uc2a4\ub97c \uc81c\uacf5\ud558\uc5ec \uace0\uac1d\uacfc \uad00\uacc4 \uad00\ub9ac\uc790 \ubaa8\ub450\uc758 \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774 \ud504\ub85c\uc138\uc2a4\ub294 \uc720\uc5f0\ud558\uac8c \uc124\uacc4\ub418\uc5b4 \uace0\uac1d\uc774 \uc678\ubd80 \uc18c\uac1c\uc790\uc758 \ucd94\ucc9c\uc744 \ubc1b\ub4e0, \ub9c8\ucf00\ud305 \ucea0\ud398\uc778\uc5d0 \uc751\ub2f5\ud558\ub4e0, \uc9c0\uc810\uc744 \ubc29\ubb38\ud558\ub4e0, \uba87 \ubc88\uc758 \ud074\ub9ad\ub9cc\uc73c\ub85c \ub3d9\uc77c\ud55c \ud15c\ud50c\ub9bf \uc5ec\uc815\uc744 \uc2dc\uc791\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc2a4\ub9c8\ud2b8 \uc591\uc2dd\uc740 \uc870\uac74\ubd80 \ub17c\ub9ac\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc0c1\ud488, \uad00\ud560\uad8c \ubc0f \uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \ub9de\uac8c \uc870\uc815\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc640 \uc720\ub7fd\uc758 \uc5b8\uc5b4\uc801 \ub2e4\uc591\uc131\uc744 \ubc18\uc601\ud558\uc5ec \uc601\uc5b4, \ud504\ub791\uc2a4\uc5b4, \ub3c5\uc77c\uc5b4, \uc774\ud0c8\ub9ac\uc544\uc5b4 \ub4f1 \ub2e4\uad6d\uc5b4 \uc9c0\uc6d0\uc774 \uae30\ubcf8\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4. \uc591\uc2dd\uc740 \uc774\uc804 \ub2f5\ubcc0\uc5d0 \ub530\ub77c \ud544\ub4dc\ub97c \ub3d9\uc801\uc73c\ub85c \ud45c\uc2dc\ud558\uac70\ub098 \uc228\uae30\ubbc0\ub85c \uace0\uac1d\uc774 \ubd80\ub2f4\uc744 \ub290\ub07c\uc9c0 \uc54a\uace0 \uaddc\uc815 \uc900\uc218 \uc694\uac74\uc744 \ub193\uce58\uc9c0 \uc54a\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e0\uc6d0 \uc815\ubcf4, \uac70\uc8fc\uc9c0, CRS\/FATCA \uc2e0\uace0, \uc790\uae08 \ucd9c\ucc98, \ud22c\uc790 \ubaa9\uc801, ESG \uc120\ud638\ub3c4(MiFID II\uc758 2022\ub144 ESG \uac1c\uc815\uc548\uc5d0 \ub530\ub77c) \ub4f1 KYC\/KYB \uc815\ubcf4\ub97c \ud55c \ubc88\ub9cc \uc218\uc9d1\ud558\uace0 \uc7ac\uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc911\ubcf5 \ub370\uc774\ud130 \uc785\ub825\uc744 \uc5c6\uc560\uace0 \uc624\ub958\ub97c \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\ub294 \uad6c\uc131 \uac00\ub2a5\ud55c \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\ub97c \uc0ac\uc6a9\ud558\uc5ec \ubb38\uc11c\ub97c \ud655\uc778\ud558\uace0, \ud1b5\ud569 \uc2ec\uc0ac \uc81c\uacf5\uc5c5\uccb4\ub97c \ud1b5\ud574 \uc678\ubd80 \uac80\uc0ac\ub97c \uc2e4\ud589\ud558\uace0, \uace0\uac1d\uc744 \uc2b9\uc778\ud558\uac70\ub098 \uac70\ubd80\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc791\uc5c5 \ub77c\uc6b0\ud305\uc740 \uae30\ud55c\uc774 \uc9c0\ub09c \ud56d\ubaa9\uc5d0 \ub300\ud55c \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \uaddc\uce59\uc744 \ud1b5\ud574 \uc801\uc808\ud55c \ub2f4\ub2f9\uc790\uac00 \uac01 \ub2e8\uacc4\ub97c \ucc98\ub9ac\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \uc791\uc5c5\uc740 \ud0c0\uc784\uc2a4\ud0ec\ud504\uc640 \uc0ac\uc6a9\uc790 ID\ub85c \uae30\ub85d\ub418\uc5b4 FINMA, ESMA \ub610\ub294 \ub0b4\ubd80 \uac10\uc0ac \uac80\ud1a0\ub97c \uc704\ud55c \uc804\uccb4 \uac10\uc0ac \ucd94\uc801\uc744 \uad6c\ucd95\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc218\uc900\uc758 \ucd94\uc801\uc131\uc740 \uac80\uc0ac \uc2dc \uaddc\uc815 \uc900\uc218\ub97c \uc785\uc99d\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"594\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-1024x594.png\" alt=\"\" class=\"wp-image-50250\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-1024x594.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-300x174.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-768x445.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4.png 1237w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \ubc0f \ud611\uc5c5 \uc791\uc5c5 \uacf5\uac04<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc5d0\ub294 \uc548\uc804\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc5b4 \uc784\uc2dc \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\uc5d0 \uc758\uc874\ud558\uc9c0 \uc54a\uc544\ub3c4 \ub429\ub2c8\ub2e4. \uace0\uac1d\uc740 \ube0c\ub79c\ub4dc\ud654\ub41c \ud654\uc774\ud2b8 \ub77c\ubca8 \ud658\uacbd\uc5d0\uc11c \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud558\uace0, \uacc4\uc57d\uc11c\ub97c \uac80\ud1a0\ud558\uace0, \ub514\uc9c0\ud138 \ubc29\uc2dd\uc73c\ub85c \uc11c\uba85\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud3ec\ud138\uc5d0\ub294 \uc791\uc5c5, \uccb4\ud06c\ub9ac\uc2a4\ud2b8, \uc628\ubcf4\ub529 \ub2e8\uacc4\uac00 \ub0b4\ubd80 \ud300\uacfc \uc801\uc808\ud55c \uacbd\uc6b0 \uace0\uac1d \ubaa8\ub450\uc5d0\uac8c \ud45c\uc2dc\ub429\ub2c8\ub2e4(\u201cID \uc5c5\ub85c\ub4dc\u201d, \u201c\uc704\ud5d8 \uc124\ubb38\uc9c0 \uc791\uc131\u201d, \u201c\uacc4\uc57d\uc11c \uac80\ud1a0 \ubc0f \uc11c\uba85\u201d). \uace0\uac1d\uacfc RM(\uad00\uacc4 \uad00\ub9ac\uc790) \ubaa8\ub450 \uace0\uac1d \uc9c4\ud589 \uc0c1\ud669\uc744 \uc2e4\uc2dc\uac04\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud558\uc5ec \ud22c\uba85\uc131\uc744 \ubcf4\uc7a5\ud558\uace0 \uc628\ubcf4\ub529 \uc5ec\uc815 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc0ac\uc804 \uc608\ubc29\uc801\uc778 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud654\uc774\ud2b8 \ub77c\ubca8 \ud658\uacbd\uc740 \ud574\uc678 \uace0\uac1d\uc744 \uc704\ud55c \ub9de\ucda4\ud615 \ub3c4\uba54\uc778, \uc740\ud589 \ub610\ub294 \uc790\uc0b0 \uad00\ub9ac\uc790 \ube0c\ub79c\ub529, \ub2e4\uad6d\uc5b4 \ucf58\ud150\uce20\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc628\ubcf4\ub529 \uc774\ud6c4\uc5d0\ub3c4 \ubcf4\uace0\uc11c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30, \ubcf4\uc548 \uba54\uc2dc\uc9d5\uc744 \uc704\ud574 \ud3ec\ud138\uc744 \uacc4\uc18d \uc0ac\uc6a9\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc628\ubcf4\ub529\uc744 \uc7a5\uae30\uc801\uc778 \ub514\uc9c0\ud138 \uad00\uacc4\uc758 \uc2dc\uc791\uc73c\ub85c \uc804\ud658\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2dc\ub098\ub9ac\uc624:<\/strong> \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4 \uace0\uac1d\uc740 \uccab\ub0a0 \uac1c\uc778\ud654\ub41c \uc628\ubcf4\ub529 \ud3ec\ud138 \ub9c1\ud06c\ub97c \ubc1b\uac8c \ub429\ub2c8\ub2e4. \uace0\uac1d\uc740 \ub178\ud2b8\ubd81\uc5d0\uc11c \uc5ec\uad8c\uc744 \uc5c5\ub85c\ub4dc\ud558\uace0, \uc801\ud569\uc131 \uc124\ubb38\uc9c0\ub97c \uc791\uc131\ud558\uace0, \uacc4\uc57d\uc11c\uc5d0 \uc11c\uba85\ud569\ub2c8\ub2e4. RM\uc740 \uc9c4\ud589 \uc0c1\ud669\uc744 \uc2e4\uc2dc\uac04\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud558\uace0 \ubb38\uc11c\uac00 \ub204\ub77d\ub41c \uacbd\uc6b0 \ubcf4\uc548 \uba54\uc2dc\uc9c0\ub97c \ud1b5\ud574 \uc5f0\ub77d\uc744 \ucde8\ud569\ub2c8\ub2e4. \uacc4\uc815\uc740 \uc77c\uc8fc\uc77c \uc774\ub0b4\uc5d0 \uc644\uc804\ud788 \uc6b4\uc601\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \ud558\ub098\uc758 \uc2a4\ud0dd\uc5d0 \ub2f4\ub2e4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\uc778\ud2b8 \uc194\ub8e8\uc158\uacfc \ub2ec\ub9ac InvestGlass\ub294 \uae30\ubcf8 CRM\uacfc \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc628\ubcf4\ub529\uacfc \uc9c0\uc18d\uc801\uc778 \uad00\uacc4 \uad00\ub9ac \uc0ac\uc774\uc758 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\ub97c \uc81c\uac70\ud569\ub2c8\ub2e4. \uc628\ubcf4\ub529\uc774 \uc644\ub8cc\ub418\uba74 \uace0\uac1d \ub370\uc774\ud130\uac00 \uc790\ub3d9\uc73c\ub85c \ud53c\ub4dc\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CRM \ud504\ub85c\ud544 \ubc0f \ud30c\uc774\ud504\ub77c\uc778<\/strong>: \uc601\uc5c5 \ubc0f RM\uc740 \uccab \uc811\ucd09\ubd80\ud130 \uc628\ubcf4\ub529\uae4c\uc9c0 \uc804\uccb4 \uc774\ub825\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624\/\uacc4\uc815 \uad6c\uc870<\/strong>: \ud22c\uc790 \uc704\uc784, \uc704\ud5d8 \ud504\ub85c\ud544, \ubcf4\uc720 \uc0c1\ud488\uc774 \ubbf8\ub9ac \uc785\ub825\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub9c8\ucf00\ud305 \uc138\uadf8\uba3c\ud2b8<\/strong>: \ud2b9\uc815 \uc120\ud638\ub3c4(\uc608: 2025\ub144 ESG \uc9c0\ud5a5 \ud22c\uc790\uc790)\ub85c \uc628\ubcf4\ub529\ub41c \uace0\uac1d\uc5d0\uac8c\ub294 \ud0c0\uac9f\ud305 \ucea0\ud398\uc778\uc5d0 \ud0dc\uadf8\uac00 \uc9c0\uc815\ub418\uba70, \uc0ac\uc6a9\uc790 \uc138\ubd84\ud654\ub97c \ud1b5\ud574 \uace0\uac1d \ub370\uc774\ud130\uc640 \ud589\ub3d9\uc744 \uae30\ubc18\uc73c\ub85c \ubcf4\ub2e4 \uac1c\uc778\ud654\ub41c \uc628\ubcf4\ub529 \ubc0f \ud0c0\uac9f \ub9c8\ucf00\ud305 \ud65c\ub3d9\uc774 \uac00\ub2a5\ud574\uc9d1\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc815 \uc900\uc218 \uc81c\uc57d\uc744 \uc900\uc218\ud558\uba74\uc11c \uc628\ubcf4\ub529 \ub2e8\uacc4 \ub610\ub294 \uc801\ud569\uc131 \ud504\ub85c\ud544\uc5d0 \ub530\ub77c \uc790\ub3d9\ud654\ub41c \uc2dc\ud000\uc2a4, \uc774\uba54\uc77c, \ud3ec\ud138 \uc54c\ub9bc\uc744 \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. RM\uc740 \uace0\uac1d\uc5d0 \ub300\ud55c 360\u00b0 \ubdf0\ub97c \ud655\ubcf4\ud558\uc5ec \uc7ac\uc785\ub825 \ubc0f \uc624\ub958\ub97c \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc5d0\uc11c \ud45c\uc900\ud654\ub418\uace0 \ubc18\ubcf5 \uac00\ub2a5\ud55c \uc628\ubcf4\ub529 \uc5ec\uc815\uae4c\uc9c0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2019~2022\ub144\uc5d0 \ub9ce\uc740 \uae08\uc735 \uae30\uad00\uc740 \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uc704\ud574 Excel \ud2b8\ub798\ucee4, \uc774\uba54\uc77c \uccb4\uc778, Word \ud15c\ud50c\ub9bf\uc5d0 \uc758\uc874\ud588\uc2b5\ub2c8\ub2e4. \uadf8 \uacb0\uacfc \ubc84\uc804 \ud63c\ub3d9, \uc2e4\uc18c\uc720\uc790 \uacf5\uac1c \ub204\ub77d, \ud604\ud669\uc5d0 \ub300\ud55c \uc911\uc559 \uc9d1\uc911\uc2dd \ubcf4\uae30 \ubd80\uc7ac, 4~6\uc8fc\uc758 \uc628\ubcf4\ub529 \uc9c0\uc5f0\uc774 \ubc1c\uc0dd\ud588\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uc2dc\uc7a5\uc774\ub098 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ub85c \ud655\uc7a5\ud558\uba74 \uc774\ub7ec\ud55c \ubb38\uc81c\uc810\uc774 \ub354\uc6b1 \uc99d\ud3ed\ub420 \ubfd0\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc774\ub7ec\ud55c \uc218\ub3d9 \ubc29\ubc95\uc744 \uadf8\ub8f9\ud654\ub41c \ud15c\ud50c\ub9bf\ud654\ub41c \uc628\ubcf4\ub529 \uc5ec\uc815\uc73c\ub85c \ub300\uccb4\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \uc720\ud615<\/strong>: \ub9ac\ud14c\uc77c, HNWI, \uae30\uad00, \uae30\uc5c5, \ud380\ub4dc<\/li>\n\n\n\n<li><strong>\uad00\ud560\uad8c<\/strong>: \uc2a4\uc704\uc2a4, EU, GCC, APAC<\/li>\n\n\n\n<li><strong>\uc81c\ud488<\/strong>: \uc7ac\ub7c9 \uc704\uc784, \uc790\ubb38 \uc704\uc784, \ub300\ucd9c, \ubcf4\ud5d8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud15c\ud50c\ub9bf\ud654\ub41c \uc131\uacf5 \uacc4\ud68d\uc744 \ud65c\uc6a9\ud558\uc5ec \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc758 \uc77c\uad00\uc131\uacfc \ubc18\ubcf5\uc131\uc744 \ubcf4\uc7a5\ud568\uc73c\ub85c\uc368 \ud300\uc774 \ubaa8\ub4e0 \uace0\uac1d\uc5d0\uac8c \ud45c\uc900\ud654\ub418\uace0 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud15c\ud50c\ub9bf\uc740 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ubc0f \ud504\ub860\ud2b8 \uc624\ud53c\uc2a4\uc758 \ud53c\ub4dc\ubc31\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \ubcf5\uc81c, \uc870\uc815 \ubc0f \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uc2a4\uc704\uc2a4\uc758 \ud55c \uc911\uacac \ud504\ub77c\uc774\ube57 \ubc45\ud06c\ub294 InvestGlass\ub85c \uc804\ud658\ud55c \ud6c4 \uc628\ubcf4\ub529\uc744 15\uc77c\uc5d0\uc11c 5\uc77c\ub85c \ub2e8\ucd95\ud558\uc5ec RM\uc774 \ubb38\uc11c\ub97c \ucad3\uc544\ub2e4\ub2c8\ub294 \ub300\uc2e0 \uc790\ubb38 \uc5c5\ubb34\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4 \ub0b4\ubd80\uc758 \uc601\uc5c5-\uc628\ubcf4\ub529 \ud578\ub4dc\uc624\ud504<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM\uc758 \uae30\ud68c\ub294 \ucee8\ud14d\uc2a4\ud2b8\ub97c \uc783\uc9c0 \uc54a\uace0 \uc628\ubcf4\ub529 \uc0ac\ub840\ub85c \uc804\ud658\ub429\ub2c8\ub2e4. \uba54\ubaa8, \ubb38\uc11c, \ud1a0\ub860 \uae30\ub85d\uc774 \uace0\uac1d \uae30\ub85d\uacfc \ud568\uaed8 \uc774\ub3d9\ud569\ub2c8\ub2e4. \ud578\ub4dc\uc624\ud504 \ud504\ub85c\uc138\uc2a4\ub294 \uc2e0\uaddc \uc0ac\uc6a9\uc790\uac00 \ucee8\ud14d\uc2a4\ud2b8\ub97c \uc783\uc9c0 \uc54a\uace0 \ud6a8\uc728\uc801\uc73c\ub85c \uc628\ubcf4\ub529\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud558\uc5ec \uc601\uc5c5\uc5d0\uc11c \uc628\ubcf4\ub529\uc73c\ub85c \uc6d0\ud65c\ud558\uac8c \uc804\ud658\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uac00\uc2dc\uc131 \uaddc\uce59\uc744 \ud1b5\ud574 \uc601\uc5c5, \uc628\ubcf4\ub529, \uaddc\uc815 \uc900\uc218 \ud300\uc740 \ub3d9\uc77c\ud55c \ud575\uc2ec \uae30\ub85d\uc744 \ubcfc \uc218 \uc788\uc9c0\ub9cc \uc911\uc694\ud55c \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uad8c\ud55c\uc744 \uac16\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud0c0\uc784\ub77c\uc778 \uc608\uc2dc:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc6d4\uc694\uc77c: \uace0\uac1d\uc774 \uacc4\uc57d\uc11c\uc5d0 \uc11c\uba85\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub2f9\uc77c \ucc98\ub9ac: \uc801\uc808\ud55c \ud15c\ud50c\ub9bf\uc73c\ub85c \uc628\ubcf4\ub529 \ucf00\uc774\uc2a4\uac00 \uc790\ub3d9\uc73c\ub85c \uc0dd\uc131\ub418\uace0 \uace0\uac1d\uc740 \ub514\uc9c0\ud138 \uc591\uc2dd\uc744 \ubc1b\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc218\uc694\uc77c: \uace0\uac1d\uc774 \uc591\uc2dd\uc744 \uc791\uc131\ud558\uace0 \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uae08\uc694\uc77c: \uaddc\uc815 \uc900\uc218\uac00 \uc2b9\uc778\ub418\uace0 \uacc4\uc815\uc774 \ud65c\uc131\ud654\ub429\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub807\uac8c \ud558\uba74 \uace0\uac1d \uc720\uc9c0\uc640 \ub9cc\uc871\ub3c4\uc5d0 \uc911\uc694\ud55c \uc694\uc18c\uc778 \uc11c\uba85 \ud6c4 \uace0\uac1d\uc774 \uc885\uc885 \uc78a\ud600\uc9c4\ub2e4\uace0 \ub290\ub07c\ub294 \u201c\ube14\ub799\ud640\u201d \uae30\uac04\uc744 \uc5c6\uc568 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uac00\uce58 \ucc3d\ucd9c \uc2dc\uac04 \ub2e8\ucd95\uc744 \uc704\ud55c \uc140\ud504 \uc11c\ube44\uc2a4 \ub9ac\uc18c\uc2a4 \ubc0f \uac00\uc774\ub4dc \uc9c0\uc6d0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc758 \uae30\ub300\uce58\ub294 2024\ub144\uacfc 2026\ub144 \uc0ac\uc774\uc5d0 \uae09\uaca9\ud788 \ubcc0\ud654\ud588\uc2b5\ub2c8\ub2e4. HNWI\uc640 \uae30\uc5c5 \uc7ac\ubb34 \ub2f4\ub2f9\uc790\ub294 \uc0ac\ub78c\uc758 \uc548\ub0b4\uc640 \ud568\uaed8 \ub514\uc9c0\ud138 \uc140\ud504 \uc11c\ube44\uc2a4\ub97c \uae30\ub300\ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uc774\ub4e4\uc740 \uc790\uc2e0\uc758 \uc77c\uc815\uc5d0 \ub530\ub77c \uc628\ubcf4\ub529 \uc791\uc5c5\uc744 \uc644\ub8cc\ud558\uace0 \uc8fc\ub9d0\uc5d0 KYC \ubb38\uc11c\ub97c \uc5c5\ub85c\ub4dc\ud558\uba74\uc11c \uc9c8\ubb38\uc774 \ubc1c\uc0dd\ud560 \ub54c \ubcf4\uc548 \uba54\uc2dc\uc9d5\uc744 \ud1b5\ud574 \ub2f4\ub2f9 RM\uc5d0\uac8c \uacc4\uc18d \uc561\uc138\uc2a4\ud558\uae30\ub97c \uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud3ec\ud138 \ub0b4\uc5d0\uc11c \ub2e4\uc591\ud55c \uc628\ubcf4\ub529 \ub9ac\uc18c\uc2a4\ub97c \ud638\uc2a4\ud305\ud558\uac70\ub098 \ub9c1\ud06c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4: \uc628\ubcf4\ub529 \uad00\ub828 FAQ, \uc0c1\ud488 \ube0c\ub85c\uc154, \uc801\ud569\uc131 \uc124\uba85, 2023~2025\ub144 \uc5c5\ub370\uc774\ud2b8\ub97c \ubc18\uc601\ud55c \uc138\uae08 \ub610\ub294 \uaddc\uc81c \uacf5\uc2dc \ub4f1\uc785\ub2c8\ub2e4. \ud478\uc2dc \uc54c\ub9bc\uacfc \uc778\uc571 \uba54\uc2dc\uc9c0\ub97c \uc0ac\uc6a9\ud558\uc5ec \uace0\uac1d\uc5d0\uac8c \uc628\ubcf4\ub529 \ub2e8\uacc4\ub97c \uc548\ub0b4\ud558\uace0, \uc801\uc2dc\uc5d0 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\uba70, \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ub0b4\uc5d0\uc11c \ubc14\ub85c \uc0c1\ud669\uc5d0 \ub9de\ub294 \uc815\ubcf4\ub97c \uc804\ub2ec\ud558\uc5ec \uc0ac\uc6a9\uc790 \uacbd\ud5d8\uacfc \uae30\ub2a5 \ucc44\ud0dd\uc744 \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \ub300\ubd80\ubd84\uc758 \ud544\uc218 \ub2e8\uacc4\ub97c \ube44\ub3d9\uae30\uc2dd\uc73c\ub85c \uc644\ub8cc\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc628\ubcf4\ub529 \ud68c\uc758 \ud69f\uc218\ub97c \uc904\uc774\uace0 \uac00\uce58 \ucc3d\ucd9c \uc2dc\uac04\uc744 \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud558\uc774\ube0c\ub9ac\ub4dc \ubaa8\ub378\uc740 \uad6d\uacbd\uc744 \ub118\uac70\ub098 \uc2dc\uac04\ub300\uac00 \uba3c \uace0\uac1d\uc5d0\uac8c \ud2b9\ud788 \uc720\uc6a9\ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ub450\ubc14\uc774\uc5d0 \uac70\uc8fc\ud558\ub294 \uace0\uac1d\uc740 \uc9c1\uc811 \ub9cc\ub0a0 \ud544\uc694 \uc5c6\uc774 InvestGlass \uc628\ubcf4\ub529\uc744 \ud1b5\ud574 \ucde8\ub9ac\ud788 \uc790\uc0b0\uad00\ub9ac\uc0ac\uc5d0\uac8c \uc6d0\uaca9\uc73c\ub85c \uacc4\uc88c\ub97c \uac1c\uc124\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d\ub2f9 \uad00\ub9ac \uc5c5\ubb34 \uc2dc\uac04 \uc808\uc57d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc628\ubcf4\ub529\uc758 \uc77c\ubc18\uc801\uc778 \uc218\uc791\uc5c5\uc5d0\ub294 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc5d0 \ub370\uc774\ud130 \uc7ac\uc785\ub825, \ubb38\uc11c \ucd94\uc801, \ub0b4\ubd80 \uc0c1\ud0dc \uc774\uba54\uc77c \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad00\ub9ac \ubd80\ub2f4\uc740 \uace0\uac1d\ub2f9 \uc2dc\uac04\uc744 \uc18c\ubaa8\ud558\uace0 \ub354 \uac00\uce58 \uc788\ub294 \uc790\ubb38 \uc5c5\ubb34\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub294 \uc2dc\uac04\uc744 \ube7c\uc557\uc544 \uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc790\ub3d9\ud654\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CRM\uc5d0\uc11c \uc591\uc2dd \ubbf8\ub9ac \ucc44\uc6b0\uae30<\/strong>: \ud310\ub9e4 \ud504\ub85c\uc138\uc2a4 \uc911\uc5d0 \uc785\ub825\ud55c \ub370\uc774\ud130\ub294 \uc774\uc6d4\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc791\uc5c5 \uc0dd\uc131 \ubc0f \ubbf8\ub9ac \uc54c\ub9bc<\/strong>: \uc628\ubcf4\ub529 \uc791\uc5c5\uc740 \uc790\ub3d9\uc73c\ub85c \ud560\ub2f9\ub418\uace0 \ucd94\uc801\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc0c1\ud0dc \uc54c\ub9bc \ubc0f \uc5d0\uc2a4\uceec\ub808\uc774\uc158<\/strong>: \ub2e8\uacc4\uac00 \uae30\ud55c\uc774 \uc9c0\ub098\uba74 \ud300\uc6d0\uc5d0\uac8c \uc54c\ub9bc\uc774 \uc804\uc1a1\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ubb38\uc11c \ubc84\uc804 \uad00\ub9ac<\/strong>: \uc804\uccb4 \uae30\ub85d\uc774 \uae30\ub85d\ub41c \ucd5c\uc2e0 \ubc84\uc804\uc744 \ud56d\uc0c1 \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc628\ubcf4\ub529\ub2f9 \uc2e4\uc9c8\uc801\uc73c\ub85c \uc808\uc57d\ub418\ub294 \uc2dc\uac04\uc740 2~4\uc2dc\uac04\uc758 RM \uc2dc\uac04\uc5d0\uc11c 3~5\uc2dc\uac04\uc758 \ubc31\uc624\ud53c\uc2a4 \ub178\ub825\uae4c\uc9c0 \ub2e4\uc591\ud569\ub2c8\ub2e4. \uac04\uc811\uc801\uc778 \uc2dc\uac04 \uc808\uc57d\uc5d0\ub294 \uc624\ub958 \uac10\uc18c, \uaddc\uc815 \uc900\uc218 \uc608\uc678 \uac10\uc18c, \uac10\uc0ac \ub610\ub294 \uaddc\uc81c \uac80\uc0ac \uc900\ube44 \uc2dc\uac04 \uac10\uc18c \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc720\ub7fd\uc758 \ud55c \uc911\uacac \uc790\uc0b0 \uc6b4\uc6a9\uc0ac\ub294 InvestGlass\ub85c \uc628\ubcf4\ub529\uc744 \ub514\uc9c0\ud138\ud654\ud55c \ud6c4 \uc218\uc791\uc5c5\uc73c\ub85c \uc9c4\ud589\ud558\ub358 \uace0\uac1d \uc2e0\uc6d0 \ud655\uc778 \uc5c5\ubb34\ub97c \uace0\uac1d \ub300\uba74 \uc790\ubb38 \uc5ed\ud560\ub85c \uc7ac\ubc30\uce58\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc810\uc9c4\uc801 \uacf5\uac1c: \ub2e8\uacc4\ubcc4 \uace0\uac1d \uc548\ub0b4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc810\uc9c4\uc801 \uacf5\uac1c\ub294 \ubaa8\ub4e0 \uc591\uc2dd\uacfc \ubb38\uc11c\ub97c \ud55c\uaebc\ubc88\uc5d0 \uace0\uac1d\uc5d0\uac8c \uacf5\uac1c\ud558\ub294 \ub300\uc2e0 \uc804\uc81c \uc870\uac74\uc774 \ucda9\uc871\ub418\uba74 \ub2e8\uacc4\ubcc4\ub85c \uc815\ubcf4\ub97c \uacf5\uac1c\ud558\ub294 UX \uac1c\ub150\uc785\ub2c8\ub2e4. InvestGlass\ub97c \ud1b5\ud574 \uae30\uad00\uc740 \uc628\ubcf4\ub529\uc744 \ub2e8\uacc4, \uc2e0\uc6d0 \ud655\uc778, \ud22c\uc790 \ud504\ub85c\ud544, \uacc4\uc57d, \uc790\uae08 \uc870\ub2ec\ub85c \uad6c\uc131\ud558\uace0 \ud6c4\uc18d \ub2e8\uacc4\ub97c \uc790\ub3d9\uc73c\ub85c \uacf5\uac1c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc5d0\uac8c\ub294 \ub354 \uba85\ud655\ud55c \uae30\ub300\uce58, \ub354 \ub192\uc740 \uc644\ub8cc\uc728, \ud3ec\uae30\ub418\ub294 \ud504\ub85c\uc138\uc2a4 \uac10\uc18c \ub4f1\uc758 \uc774\uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub0b4\ubd80 \ud300\uc758 \uacbd\uc6b0, \uc9c4\ud589 \uc0c1\ud669\uc744 \uc810\uc9c4\uc801\uc73c\ub85c \uacf5\uac1c\ud558\uba74 \uc5b4\ub5a4 \uc628\ubcf4\ub529 \ucf00\uc774\uc2a4\uac00 \uc9c4\uc815\uc73c\ub85c \uc911\ub2e8\ub41c \uac83\uc778\uc9c0, \uc544\ub2c8\uba74 \ub2e8\uc21c\ud788 \ub2e4\uc74c \ub2e8\uacc4\ub97c \uae30\ub2e4\ub9ac\ub294 \uac83\uc778\uc9c0 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc628\ubcf4\ub529 \ucc38\uc5ec\ub3c4 \uce21\uc815 \ubc0f \ub9ac\ud150\uc158 \uc608\uce21<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \ucc38\uc5ec\ub3c4\ub294 \uc790\uc0b0 \uad00\ub9ac \ubc0f \ubc45\ud0b9 \ubd84\uc57c\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uad00\uacc4\uc758 \uae4a\uc774\uc640 \uc218\uc775\uc744 \ub098\ud0c0\ub0b4\ub294 \uc8fc\uc694 \uc9c0\ud45c\uc785\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc628\ubcf4\ub529 \ud50c\ub85c\uc6b0\uc640 \uc0c1\ud638\uc791\uc6a9\ud558\ub294 \ubc29\uc2dd, \ub2e8\uacc4\ub97c \uc644\ub8cc\ud558\ub294 \uc18d\ub3c4, \ub9c9\ud788\ub294 \ubd80\ubd84, \ub85c\uadf8\uc778 \ube48\ub3c4 \ub4f1 \uc628\ubcf4\ub529 \uc911 \uc0ac\uc6a9\uc790 \ucc38\uc5ec\ub97c \ucd94\uc801\ud558\uba74 \ud504\ub85c\uc138\uc2a4 \uac1c\uc120\uc744 \uc704\ud55c \uc2e4\ud589 \uac00\ub2a5\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\uc640 \uac19\uc740 \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \ud45c\uc2dc\ud574\uc57c \ud558\ub294 \uc9c0\ud45c\uac00 \uc788\uc2b5\ub2c8\ub2e4:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: center\"><strong>Metric<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: center\"><strong>\ubb34\uc5c7\uc744 \uc54c\ub824\uc8fc\ub294\uac00<\/strong><\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uccab \ubc88\uc9f8 \uc591\uc2dd\uc744 \uc804\uc1a1\ud55c \ud6c4 \uc644\ub8cc\uae4c\uc9c0 \uac78\ub9b0 \uc2dc\uac04<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc804\ubc18\uc801\uc778 \ud6a8\uc728\uc131 \ubc0f \uace0\uac1d \ub300\uc751\ub825<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc0ac\ub840\ub2f9 RM \ub610\ub294 \uaddc\uc815 \uc900\uc218 \ud130\uce58 \uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub9ac\uc18c\uc2a4 \uc9d1\uc57d\ub3c4 \ubc0f \uc7a0\uc7ac\uc801 \ub9c8\ucc30 \uc9c0\uc810<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c \uac70\ubd80\uc728<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \uc81c\ucd9c\ubb3c\uc758 \ud488\uc9c8 \ubc0f \uc9c0\uce68\uc758 \uba85\ud655\uc131<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud138 \ub85c\uadf8\uc778 \ubc0f \ubb38\uc11c \ubcf4\uae30 \ud1b5\uacc4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d \ucc38\uc5ec \ubc0f \uc140\ud504 \uc11c\ube44\uc2a4 \ub3c4\uc785<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uba54\ud2b8\ub9ad\uc744 \ub300\uc2dc\ubcf4\ub4dc\uc5d0 \uc2dc\uac01\ud654\ud558\uc5ec \ubcd1\ubaa9 \ud604\uc0c1, \ud2b9\uc815 \uad00\ud560 \uc9c0\uc5ed, \uc0c1\ud488 \uc720\ud615 \ub610\ub294 \ud3c9\uade0\ubcf4\ub2e4 \ub290\ub9b0 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\ub97c \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc628\ubcf4\ub529 \ub370\uc774\ud130\ub294 \uc784\uc758 \uc704\uc784, \ubcf4\ud5d8 \uc815\ucc45 \ub610\ub294 \uae30\uc5c5 \ub300\ucd9c \uc2dc\uc124\uacfc \uac19\uc740 \uc0c1\ud488\uc758 \uac31\uc2e0 \ub610\ub294 \ud655\uc7a5 \uacb0\uc815\uc5d0\ub3c4 \ud65c\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc608\uc2dc:<\/strong> \uc720\ub7fd\uc758 \ud55c \ubbfc\uac04 \uc740\ud589\uc740 2024\ub144 \uc628\ubcf4\ub529 \ubd84\uc11d\uc744 \ud1b5\ud574 \ud2b9\uc815 \uad00\ud560 \uc9c0\uc5ed\uc758 \uace0\uac1d\uc774 \uc591\uc2dd\uc744 \uc791\uc131\ud558\ub294 \ub370 \uc9c0\uc18d\uc801\uc73c\ub85c \ub450 \ubc30\uc758 \uc2dc\uac04\uc774 \uac78\ub9b0\ub2e4\ub294 \uc0ac\uc2e4\uc744 \ubc1c\uacac\ud588\uc2b5\ub2c8\ub2e4. \uc591\uc2dd\uc744 \uc7ac\uc124\uacc4\ud558\uace0 \uc5b8\uc5b4\ub97c \uac04\uc18c\ud654\ud558\uace0 \ub3c4\uad6c \uc124\uba85\uc744 \ucd94\uac00\ud558\uc5ec \uc644\ub8cc \uc2dc\uac04\uc744 301% \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ucf58\ud150\uce20 \ucc38\uc5ec \ubc0f \uaddc\uc81c \ubcf4\uace0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub300\uc0c1 \uc0b0\uc5c5\uc5d0\uc11c\ub294 \ubb38\uc11c\uac00 \uc804\uc1a1\ub418\uc5c8\ub2e4\ub294 \uc0ac\uc2e4\ubfd0\ub9cc \uc544\ub2c8\ub77c \uace0\uac1d\uc774 \uc2e4\uc81c\ub85c \ud574\ub2f9 \ubb38\uc11c\uc5d0 \uc561\uc138\uc2a4\ud588\ub294\uc9c0 \uc5ec\ubd80\ub97c \ud30c\uc545\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. PRIIP KID, MiFID II \uc0ac\uc804 \ube44\uc6a9 \uacf5\uac1c \ubc0f \uc801\ud569\uc131 \uc124\ubb38\uc9c0\ub294 \ubaa8\ub450 \uaddc\uc81c\uc5d0 \ub530\ub77c \uc911\uc694\ub3c4\uac00 \ub192\uc73c\ubbc0\ub85c \uace0\uac1d\uc774 \uc774\ub7ec\ud55c \uc790\ub8cc\ub97c \ud655\uc778\ud588\uc74c\uc744 \uc785\uc99d\ud558\ub294 \uac83\uc774 \uaddc\uc815 \uc900\uc218\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ubb38\uc11c \uc561\uc138\uc2a4 \uc774\ubca4\ud2b8\ub97c \uae30\ub85d\ud558\uc5ec UX \ucd5c\uc801\ud654\uc640 \uaddc\uc81c \uc99d\uac70\ub97c \ubaa8\ub450 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ubd84\uc11d\uc740 \uc0ac\uc6a9\ub960\uc774 \ub0ae\uc740 \uc628\ubcf4\ub529 \ucf58\ud150\uce20(\uc608: \ud658\uc601 \ub3d9\uc601\uc0c1 \ub610\ub294 ESG \ube0c\ub85c\uc154)\ub97c \uac15\uc870 \ud45c\uc2dc\ud558\uc5ec \ub9c8\ucf00\ud305\uc774 \ub9ac\uc18c\uc2a4\ub97c \uac1c\uc120\ud558\uac70\ub098 \uc7ac\ubc30\uce58\ud558\ub3c4\ub85d \uc548\ub0b4\ud569\ub2c8\ub2e4. \uc774 \ub370\uc774\ud130\ub294 \ub0b4\ubcf4\ub0b4\uac70\ub098 \ub0b4\ubd80 \ubc0f \uc678\ubd80 \uac10\uc0ac \uc2dc \uc628\ubcf4\ub529 \uc2dc \uc801\uc808\ud55c \uace0\uac1d \uc815\ubcf4\uc5d0 \ub300\ud55c \uc99d\uac70\ub85c \uc81c\uc2dc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0\uc11c \uc0b4\ud3b4\ubd10\uc57c \ud560 \uc0ac\ud56d(2026\ub144 \uccb4\ud06c\ub9ac\uc2a4\ud2b8)<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub294 \uace0\uac1d \uc628\ubcf4\ub529 \uc194\ub8e8\uc158\uc744 \ud3c9\uac00\ud558\ub294 \uae08\uc735 \uae30\uad00\uc758 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, \ucd5c\uace0 \uc6b4\uc601 \ucc45\uc784\uc790 \ubc0f \uace0\uac1d \uc628\ubcf4\ub529 \ucc45\uc784\uc790\ub97c \uc704\ud574 \ub9c8\ub828\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uaddc\uc81c \uc801\ud569\uc131<\/strong>: \ud50c\ub7ab\ud3fc\uc774 \uad00\ud560 \uc9c0\uc5ed\uc758 KYC\/AML, \uc801\ud569\uc131 \ubc0f \uac10\uc0ac \uc694\uac74\uc744 \uc9c0\uc6d0\ud558\ub098\uc694? MiFID II, FINMA, FATF \ubc0f \ud604\uc9c0 \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uc5d0 \ub300\ud55c \uae30\ubcf8 \uc81c\uacf5 \ub85c\uc9c1\uc774 \uc788\ub294\uc9c0 \uc0b4\ud3b4\ubcf4\uc138\uc694.<\/li>\n\n\n\n<li><strong>\ub370\uc774\ud130 \uc0c1\uc8fc \ubc0f \uc8fc\uad8c<\/strong>: \uc2a4\uc704\uc2a4 \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud560 \uc218 \uc788\ub098\uc694? \ubd88\ud544\uc694\ud55c \ub370\uc774\ud130 \uc804\uc1a1\uacfc \ud574\uc678 \ub370\uc774\ud130 \uc561\uc138\uc2a4 \ubc95\ub960\uc5d0 \ub300\ud55c \ub178\ucd9c\uc744 \ud53c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ubcf4\uc548 \ubc0f \uc561\uc138\uc2a4 \uc81c\uc5b4<\/strong>: \uc554\ud638\ud654, SSO, \uc138\ubd80 \uad8c\ud55c, \uc0c1\uc138 \uac10\uc0ac \ub85c\uadf8\ub294 \uaddc\uc81c \ub300\uc0c1 \uae30\uad00\uc758 \uacbd\uc6b0 \ud611\uc0c1\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ucf54\ub4dc \uc5c6\uc774 \uad6c\uc131 \uac00\ub2a5<\/strong>: \ube44\uc988\ub2c8\uc2a4 \ud300\uc740 \ub300\uaddc\ubaa8 IT \ud504\ub85c\uc81d\ud2b8\ub098 \uacf5\uae09\uc5c5\uccb4\uc758 \uac1c\uc785 \uc5c6\uc774 \uc591\uc2dd, \uc6cc\ud06c\ud50c\ub85c \ubc0f \uc704\ud5d8 \uaddc\uce59\uc744 \uc870\uc815\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ud1b5\ud569 \ubc94\uc704<\/strong>: CRM, \ucf54\uc5b4 \ubc45\ud0b9, PMS, \ubb38\uc11c \uc2a4\ud1a0\ub9ac\uc9c0, \uc804\uc790 \uc11c\uba85 \ub3c4\uad6c\uc6a9 \ucee4\ub125\ud130 \ub610\ub294 API\ub294 \uc0ac\uc77c\ub85c\uc640 \uc218\ub3d9 \ud0a4 \uc7ac\uc785\ub825\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uace0\uac1d \uacbd\ud5d8<\/strong>: \ube0c\ub79c\ub4dc \ud3ec\ud138, \ub2e4\uad6d\uc5b4 \uc9c0\uc6d0, \ubaa8\ubc14\uc77c \uce5c\ud654\uc801\uc778 \ub514\uc790\uc778, \uc9c4\ubcf4\uc801\uc778 \uc628\ubcf4\ub529 \ud750\ub984\uc73c\ub85c \uace0\uac1d\uc758 \ucc38\uc5ec\ub97c \uc720\ub3c4\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ud655\uc7a5\uc131<\/strong>: \uc774 \ud50c\ub7ab\ud3fc\uc740 2024~2030\ub144\uae4c\uc9c0 \uace0\uac1d \uc218, \ubc95\uc778 \uc218, \ud574\uc678 \uc6b4\uc601\uc758 \uc131\uc7a5\uc744 \uc9c0\uc6d0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uac00\uaca9 \uad6c\uc870 \ubc0f \uc720\ub8cc \uc694\uae08\uc81c<\/strong>: \uc720\ub8cc \uc694\uae08\uc81c\uc758 \uac00\uaca9 \uad6c\uc870\uc640 \uac00\uc6a9\uc131\uc744 \ud3c9\uac00\ud558\uc5ec \uc608\uc0b0\uacfc \ube44\uc988\ub2c8\uc2a4 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\ub294 \uc194\ub8e8\uc158\uc774 \uc788\ub294\uc9c0 \ud655\uc778\ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc81c \ub300\uc0c1 B2B \uae30\uad00\uc744 \uc704\ud574 \uc774\ub7ec\ud55c \uae30\uc900\uc744 \uc911\uc2ec\uc73c\ub85c \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \ub300\ud574 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 FAQ\ub294 \ub2e4\uc74c \uc0ac\ud56d\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%eb%b1%85%ed%82%b9%ec%97%90%ec%84%9c-%ea%b3%a0%ea%b0%9d-%ec%98%a8%eb%b3%b4%eb%94%a9-%eb%a7%88%ec%8a%a4%ed%84%b0%ed%95%98%ea%b8%b0-%ec%84%b1%ea%b3%b5%ec%9d%84-%ec%9c%84%ed%95%9c-%ec%b5%9c%ea%b3%a0\/\" target=\"_self\">\ubc45\ud0b9 \uc628\ubcf4\ub529<\/a>, \uc790\uc0b0 \uad00\ub9ac, \ubcf4\ud5d8 \ubc0f \uc778\uc811\ud55c \uaddc\uc81c \ub300\uc0c1 \ubd84\uc57c\ub294 \uc77c\ubc18 SaaS\uac00 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \uc628\ubcf4\ub529\uacfc KYC\uc758 \ucc28\uc774\uc810\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC(\uace0\uac1d \ud30c\uc545)\ub294 \uace0\uac1d \uc2e0\uc6d0 \ud655\uc778 \ubc0f \uc704\ud5d8 \ud3c9\uac00\uc5d0 \uc911\uc810\uc744 \ub454 \uc628\ubcf4\ub529\uc758 \ud558\uc704 \uac1c\ub150\uc785\ub2c8\ub2e4. \uace0\uac1d \uc628\ubcf4\ub529\uc5d0\ub294 KYC\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc801\ud569\uc131 \ud3c9\uac00, \ubb38\uc11c \uc218\uc9d1, \uacc4\uc57d\uc11c \uc11c\uba85, \uacc4\uc815 \ud65c\uc131\ud654 \ubc0f \uccab \ubc88\uc9f8 \uac00\uce58 \uc804\ub2ec\ub3c4 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc88b\uc740 \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc774 \ub450 \uac00\uc9c0\ub97c \ubaa8\ub450 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\uc640 \uac19\uc740 \uc628\ubcf4\ub529 \uc194\ub8e8\uc158\uc744 \uad6c\ud604\ud558\ub294 \ub370 \uc2dc\uac04\uc774 \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\ud604\uc5d0\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \ud15c\ud50c\ub9bf \uc218, \ud1b5\ud569 \ubc0f \uad00\ub828 \uad00\ud560\uad8c\uc5d0 \ub530\ub77c 4~12\uc8fc\uac00 \uc18c\uc694\ub429\ub2c8\ub2e4. \ud504\ub85c\uc138\uc2a4\uac00 \uc798 \uc815\uc758\ub41c \uad50\uc721\uae30\uad00\uc740 \ub354 \ube68\ub9ac \uc2dc\uc791\ud560 \uc218 \uc788\uc9c0\ub9cc, \ubcf5\uc7a1\ud55c \ub2e4\uc911 \uc5d4\ud130\ud2f0 \ub610\ub294 \uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \uc124\uc815\uc740 \ucd94\uac00 \uad6c\uc131\uc774 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uae30\uc874 CRM\uacfc \uacf5\uc874\ud560 \uc218 \uc788\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc608. InvestGlass\ub294 \uae30\uc874 CRM\uc744 \uc0ac\uc6a9\ud558\ub294 \uae30\uad00\uc744 \uc704\ud55c \ud1b5\ud569 \uae30\ub2a5\uc744 \uc81c\uacf5\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc62c\uc778\uc6d0 CRM, \uc628\ubcf4\ub529 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2a4\ud0dd\ub3c4 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc62c\ubc14\ub978 \uc811\uadfc \ubc29\uc2dd\uc740 \ud604\uc7ac \uae30\uc220 \ud658\uacbd\uacfc \uc7a5\uae30 \uc804\ub7b5\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc740 \uaddc\uc81c \uae30\uad00\uacfc\uc758 \uad00\uacc4\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \ubbf8\uce58\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uc740 \uac10\uc0ac \uac00\ub2a5\uc131\uacfc \ud22c\uba85\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. 2023~2025\ub144 \uaddc\uc81c \ub2f9\uad6d\uc740 \ucd94\uc801 \uac00\ub2a5\ud55c \ub514\uc9c0\ud138 \ud504\ub85c\uc138\uc2a4\ub97c \uc810\uc810 \ub354 \uae30\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac15\ub825\ud55c \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uac16\ucd98 \uae30\uad00\uc740 \uac80\uc0ac \uc2dc \uaddc\uc815 \uc900\uc218\ub97c \ub354 \uc27d\uac8c \uc785\uc99d\ud558\uc5ec \uac10\ub3c5\uad00\uacfc\uc758 \ub9c8\ucc30\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc885\uc774\ub97c \uc120\ud638\ud558\ub294 \uace0\ub839 \uace0\uac1d\uc740 \uc5b4\ub5bb\uac8c \ud558\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138\uacfc \uc885\uc774\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \uc9c0\uc6d0\ub429\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc885\uc774 \ubb38\uc11c\ub97c \uc2a4\uce94\ud558\uc5ec \ud50c\ub7ab\ud3fc\uc5d0 \uc5c5\ub85c\ub4dc\ud558\uc5ec \uc81c\ucd9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc5ec\uc804\ud788 \ub370\uc774\ud130\uc640 \uc2b9\uc778\uc744 \uc911\uc559 \uc9d1\uc911\ud654\ud558\uc5ec \uace0\uac1d\uc774 \uc120\ud638\ud558\ub294 \uc0c1\ud638 \uc791\uc6a9 \ubc29\uc2dd\uc5d0 \uad00\uacc4\uc5c6\uc774 \uaddc\uc815 \uc900\uc218\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uaddc\uc81c \uae30\uad00\uc5d0\uc11c \uacc4\uc88c \uac1c\uc124\uc744 \uc704\ud574 \uc804\uc790 \uc11c\uba85\uc744 \ud5c8\uc6a9\ud558\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\uc790 \uc11c\uba85\uc740 \ub300\ubd80\ubd84\uc758 \uacc4\uc88c \uac1c\uc124 \ubc0f \uacc4\uc57d \uc720\ud615\uc5d0 \ub300\ud574 \uc2a4\uc704\uc2a4 ZertES \ubc0f EU eIDAS\uc5d0 \ub530\ub77c \ud5c8\uc6a9\ub429\ub2c8\ub2e4. \ud604\uc9c0 \uad00\ud589\uc740 \ub2e4\uc591\ud558\ubbc0\ub85c \uac01 \uad00\ud560\uad8c\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \ud655\uc778\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. InvestGlass\ub294 \uc8fc\uc694 \uc804\uc790 \uc11c\uba85 \uc81c\uacf5\uc5c5\uccb4\uc640\uc758 \ud1b5\ud569\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud074\ub77c\uc6b0\ub4dc \uc628\ubcf4\ub529 \ud50c\ub7ab\ud3fc\uc758 \ud074\ub77c\uc774\uc5b8\ud2b8 \ub370\uc774\ud130\ub294 \uc5bc\ub9c8\ub098 \uc548\uc804\ud55c\uac00\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc554\ud638\ud654, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc13c\ud130, \uc5c5\uacc4 \ud45c\uc900 \uc778\uc99d\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc5d0 \ub370\uc774\ud130\ub97c \ubcf4\uad00\ud558\uba74 \uc678\uad6d\uc758 \ub370\uc774\ud130 \uc561\uc138\uc2a4 \ubc95\ub960\uc5d0 \ub178\ucd9c\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc138\ubd84\ud654\ub41c \uc561\uc138\uc2a4 \uc81c\uc5b4\uc640 \uc0c1\uc138\ud55c \uac10\uc0ac \ub85c\uadf8\ub294 \ucd94\uac00\uc801\uc778 \ubcf4\uc548 \uacc4\uce35\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\ub85c \uc628\ubcf4\ub529 \ud601\uc2e0\ud558\uae30<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735\uae30\uad00\uc740 InvestGlass\ub97c \ud1b5\ud574 \uc218\ub3d9\uc801\uc774\uace0 \ub2e8\ud3b8\uc801\uc778 \uc628\ubcf4\ub529\uc5d0\uc11c \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \uace0\uac1d \uce5c\ud654\uc801\uc778 \ud1b5\ud569 \ud504\ub85c\uc138\uc2a4\ub85c \uc804\ud658\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae08\uc735\uae30\uad00\uc740 CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, KYC \uc6cc\ud06c\ud50c\ub85c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud558\ub294 \ub2e8\uc77c \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc911\uc559 \uc9d1\uc911\ud654\ud568\uc73c\ub85c\uc368 \uad00\ub9ac \ubd80\ub2f4\uc744 \uc904\uc774\uace0 \uac00\uce58 \ucc3d\ucd9c \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uba70 \uace0\uac1d\uacfc \uaddc\uc81c \uae30\uad00 \ubaa8\ub450\uc640 \uc2e0\ub8b0\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ucc28\ubcc4\ud654\ud558\ub294 \uc8fc\uc694 \ucc28\ubcc4\ud654 \uc694\uc18c: \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c, \uc62c\uc778\uc6d0 CRM\uacfc \uc628\ubcf4\ub529 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \uc77c\ubc18\uc801\uc778 SaaS\uac00 \uc544\ub2cc \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uc11c\ube44\uc2a4\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \ubaa8\ub4e0 \uae30\ub2a5\uc740 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac, \uacf5\uacf5 \ubd80\ubb38\uc758 \ud604\uc2e4\uc5d0 \ub9de\uac8c \uc124\uacc4\ub418\uc5b4 FINMA, MiFID II, FATF \ubc0f \ud604\uc9c0 \ub370\uc774\ud130 \ubcf4\ud638\ubc95\uc5d0 \ub530\ub77c \uc6b4\uc601\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cInvestGlass\ub85c \uc804\ud658\ud55c \ud6c4 \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 3\ubd84\uc758 2\ub85c \ub2e8\ucd95\ud558\uace0 KYC \ud488\uc9c8\uc744 \ud68d\uae30\uc801\uc73c\ub85c \uac1c\uc120\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc81c RM\uc740 \uc11c\ub958 \uc791\uc5c5\uc774 \uc544\ub2cc \uc790\ubb38\uc5d0 \uc2dc\uac04\uc744 \ud560\uc560\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u201d , \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \uc774\uc0ac, \uc720\ub7fd \ud504\ub77c\uc774\ube57 \ubc45\ud06c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uac00 \uc628\ubcf4\ub529\uc744 \uc5b4\ub5bb\uac8c \ud601\uc2e0\ud560 \uc218 \uc788\ub294\uc9c0 \uc54c\uc544\ubcfc \uc900\ube44\uac00 \ub418\uc168\ub098\uc694? <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/\" target=\"_self\">\ub77c\uc774\ube0c \ub370\ubaa8 \uc694\uccad\ud558\uae30<\/a> \ub610\ub294 \uc2a4\uc704\uc2a4 \ud504\ub77c\uc774\ube57 \ubc45\ud0b9, EU \uc790\uc0b0 \uad00\ub9ac, MENA \uc790\uc0b0 \uad00\ub9ac \ub4f1 \ud2b9\uc815 \uc0ac\uc6a9 \uc0ac\ub840\uc5d0 \ub9de\uac8c \uad6c\uc131\ub41c \uc0cc\ub4dc\ubc15\uc2a4\ub97c \uc694\uccad\ud558\uc138\uc694. \ub2e4\uc74c \ub2e8\uacc4\ub294 InvestGlass \ud300\uacfc \uc0c1\ub2f4\uc744 \uc608\uc57d\ud558\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ud654\uc774\ud2b8 \uae00\ub7ec\ube0c \uc628\ubcf4\ub529\uc774 \uc5b4\ub5bb\uac8c \uacbd\uc7c1 \uc6b0\uc704\uac00 \ub420 \uc218 \uc788\ub294\uc9c0 \uc54c\uc544\ubcf4\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc628\ubcf4\ub529 \uad50\uc721 \ubc0f \ud6c8\ub828\uc744 \uc704\ud55c \ud559\uc2b5 \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud559\uc2b5 \uad00\ub9ac \uc2dc\uc2a4\ud15c(LMS)\uc740 \uc6d0\ud65c\ud558\uace0 \ud6a8\uacfc\uc801\uc778 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc81c\uacf5\ud558\uace0\uc790 \ud558\ub294 \uae08\uc735 \uae30\uad00\uc5d0\uac8c \ud544\uc218\uc801\uc778 \uc790\uc0b0\uc785\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc5d0 LMS\ub97c \ud1b5\ud569\ud568\uc73c\ub85c\uc368 \uc870\uc9c1\uc740 \uc2e0\uaddc \uace0\uac1d\uc774 \uccab\ub0a0\ubd80\ud130 \uc0c1\ud488\uc744 \uc774\ud574\ud558\uace0 \uaddc\uc815 \uc900\uc218 \uc694\uac74\uc744 \ud0d0\uc0c9\ud558\uba70 \uad00\uacc4\uc758 \uac00\uce58\ub97c \uadf9\ub300\ud654\ud560 \uc218 \uc788\ub3c4\ub85d \uccb4\uacc4\uc801\uc778 \uc8fc\ubb38\ud615 \uad50\uc721 \ubc0f \ud2b8\ub808\uc774\ub2dd\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529\uc744 \uc704\ud55c \ud559\uc2b5 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc758 \uc8fc\uc694 \uae30\ub2a5\uc5d0\ub294 \uac1c\uc778 \ud22c\uc790\uc790, \uace0\uc561 \uc790\uc0b0\uac00, \uae30\uc5c5 \uace0\uac1d \ub4f1 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub9de\ub294 \ub9de\ucda4\ud615 \ud559\uc2b5 \uacbd\ub85c\ub97c \uc81c\uacf5\ud558\uc5ec \uac01 \uace0\uac1d\uc774 \uad00\ub828 \uc628\ubcf4\ub529 \ucf58\ud150\uce20\ub97c \ubc1b\uc744 \uc218 \uc788\ub3c4\ub85d \ud558\ub294 \uac83\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ube44\ub514\uc624 \ud29c\ud1a0\ub9ac\uc5bc, \ud034\uc988, \uc2dc\ub098\ub9ac\uc624 \uae30\ubc18 \ud559\uc2b5 \ub4f1 \ub300\ud654\ud615 \ubaa8\ub4c8\uc744 \ud1b5\ud574 \ubcf5\uc7a1\ud55c \uae08\uc735 \uc0c1\ud488\uacfc \uaddc\uc81c \uc758\ubb34\ub97c \uc27d\uac8c \uc774\ud574\ud560 \uc218 \uc788\uc5b4 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc774\uace0 \uc0ac\uc6a9\uc790 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \ud300\uc740 LMS \ub0b4\uc758 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc0ac\uc6a9\uc790 \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud558\uace0, \uc9c0\uc2dd \uaca9\ucc28\ub97c \ud30c\uc545\ud558\uace0, \ud544\uc694\ud55c \uacbd\uc6b0 \uc120\uc81c\uc801\uc73c\ub85c \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub370\uc774\ud130 \uc911\uc2ec \uc811\uadfc \ubc29\uc2dd\uc740 \uc9c0\uc6d0 \uc694\uccad\uc744 \uc904\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c \uace0\uac1d\uc774 \ud50c\ub7ab\ud3fc\uc758 \uae30\ub2a5\uc744 \uc644\ubcbd\ud558\uac8c \uc0ac\uc6a9\ud558\uace0 \uaddc\uc81c \uc694\uac74\uc744 \uc900\uc218\ud558\uba70 \uae08\uc735 \uae30\uad00\uacfc \uc790\uc2e0\uac10 \uc788\uac8c \uc18c\ud1b5\ud560 \uc218 \uc788\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uac15\ub825\ud55c LMS\ub97c \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc5d0 \ud3ec\ud568\uc2dc\ud0b4\uc73c\ub85c\uc368 \uae30\uc5c5\uc740 \uc7a5\uae30\uc801\uc778 \ucda9\uc131\ub3c4\uc640 \uc131\uacf5\uc744 \uc774\ub04c\uc5b4\ub0b4\ub294 \ud654\uc774\ud2b8 \uae00\ub7ec\ube0c \uc628\ubcf4\ub529 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \ud53c\ub4dc\ubc31 \uc628\ubcf4\ub529 \uacbd\ud5d8 \uac1c\uc120<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc758 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc740 \uace0\uac1d\uc758 \ud53c\ub4dc\ubc31\uc744 \uc801\uadf9\uc801\uc73c\ub85c \uc218\uc9d1\ud558\uace0 \uadf8\uc5d0 \ub530\ub77c \uc870\uce58\ub97c \ucde8\ud558\ub294 \ub370 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc758 \uace0\uac1d \uc131\uacf5 \ud300\uc740 \uc628\ubcf4\ub529 \ud6c4 \uc124\ubb38\uc870\uc0ac, \ud45c\uc801 \uc778\ud130\ubdf0, \ud3ec\ucee4\uc2a4 \uadf8\ub8f9\uacfc \uac19\uc740 \uad6c\uc870\ud654\ub41c \ud53c\ub4dc\ubc31 \uba54\ucee4\ub2c8\uc998\uc744 \ud1b5\ud574 \uc2e4\uc81c \uc628\ubcf4\ub529 \uacbd\ud5d8\uc5d0 \ub300\ud55c \uadc0\uc911\ud55c \uc778\uc0ac\uc774\ud2b8\ub97c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud300\uc740 \uc774\ub7ec\ud55c \ud53c\ub4dc\ubc31\uc744 \ubd84\uc11d\ud558\uc5ec \ub9c8\ucc30 \uc9c0\uc810\uc744 \uc815\ud655\ud788 \ucc3e\uc544\ub0b4\uace0, \ud63c\ub780\uc2a4\ub7ec\uc6b4 \ub2e8\uacc4\ub97c \uba85\ud655\ud788 \ud558\uba70, \uc628\ubcf4\ub529 \ucf58\ud150\uce20\ub97c \uc5c5\ub370\uc774\ud2b8\ud558\uc5ec \uace0\uac1d\uc758 \uc694\uad6c\ub97c \ub354 \uc798 \ucda9\uc871\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc18\ubcf5\uc801\uc778 \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uac1c\uc120\ud558\uc5ec \uac01 \uc2e0\uaddc \uace0\uac1d\uc774 \ubcf4\ub2e4 \uc6d0\ud65c\ud558\uace0 \uc9c1\uad00\uc801\uc778 \uc5ec\uc815\uc758 \ud61c\ud0dd\uc744 \ub204\ub9b4 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \ub610\ud55c \ud53c\ub4dc\ubc31\uc5d0 \uae30\ubc18\ud55c \uac1c\uc120\uc740 \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \uc81c\uc548\uc774 \uc2e4\uc9c8\uc801\uc778 \uac1c\uc120 \uc0ac\ud56d\uc5d0 \ubc18\uc601\ub418\ub294 \uac83\uc744 \ud655\uc778\ud568\uc73c\ub85c\uc368 \uace0\uac1d \ucc38\uc5ec\ub97c \ub354\uc6b1 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \ud53c\ub4dc\ubc31\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \ud65c\uc6a9\ud558\uba74 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc5ed\ub3d9\uc801\uc778 \uace0\uac1d \uc911\uc2ec \uacbd\ud5d8\uc73c\ub85c \uc804\ud658\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uace0\uac1d \uc131\uacf5 \ud300\uc740 \ubb38\uc81c\uc810\uc744 \ud574\uacb0\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \ubbf8\ub798\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \uc608\uce21\ud558\ub294 \ubaa9\ud45c \uc804\ub7b5\uc744 \uac1c\ubc1c\ud558\uc5ec \uad81\uadf9\uc801\uc73c\ub85c \uc804\uccb4 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc5d0 \uac78\uccd0 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc774\uace0 \ucc38\uc5ec\ub97c \uac15\ud654\ud558\uba70 \ub9ac\ud150\uc158\uc744 \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc628\ubcf4\ub529 \ubca4\uce58\ub9c8\ud0b9: \uc5c5\uacc4 \ud45c\uc900\uc5d0 \ub530\ub978 \uc131\uacf5 \uce21\uc815<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc758 \uacbd\uc7c1\ub825\uacfc \ud6a8\uc728\uc131\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uae08\uc735 \uae30\uad00\uc740 \uc815\uae30\uc801\uc73c\ub85c \uc5c5\uacc4 \ud45c\uc900 \ubc0f \ubaa8\ubc94 \uc0ac\ub840\uc640 \ube44\uad50\ud558\uc5ec \uc131\uacfc\ub97c \ubca4\uce58\ub9c8\ud0b9\ud574\uc57c \ud569\ub2c8\ub2e4. \uc628\ubcf4\ub529 \ubca4\uce58\ub9c8\ud0b9\uc5d0\ub294 \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04, \uace0\uac1d \ub9cc\uc871\ub3c4, \uc720\uc9c0\uc728\uacfc \uac19\uc740 \uc8fc\uc694 \uc9c0\ud45c\ub97c \ucd94\uc801\ud558\uace0 \uc774\ub97c \uc5c5\uacc4 \ub3d9\uc885 \uc5c5\uacc4\uc758 \uc9c0\ud45c\uc640 \ube44\uad50\ud558\ub294 \uac83\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubca4\uce58\ub9c8\ud0b9 \ub370\uc774\ud130\ub97c \ud65c\uc6a9\ud558\uc5ec \uc870\uc9c1\uc740 \uac15\uc810\uc744 \ud30c\uc545\ud558\uace0 \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc758 \uaca9\ucc28\ub97c \ubc1c\uacac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uc644\ub8cc\uae4c\uc9c0 \uac78\ub9ac\ub294 \uc2dc\uac04\uc774 \uc5c5\uacc4 \ud3c9\uade0\ubcf4\ub2e4 \ub4a4\ucc98\uc9c4\ub2e4\uba74 \ubaa9\ud45c \ud504\ub85c\uc138\uc2a4\ub97c \uac1c\uc120\ud558\uc5ec \uc628\ubcf4\ub529\uc744 \uac00\uc18d\ud654\ud558\uace0 \uace0\uac1d \ucc38\uc5ec\ub97c \ud5a5\uc0c1\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\ucc2c\uac00\uc9c0\ub85c \uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218\ub97c \ubca4\uce58\ub9c8\ud0b9\ud558\uba74 \uc628\ubcf4\ub529 \uacbd\ud5d8\uc774 \uc5b4\ub5bb\uac8c \ub204\uc801\ub418\ub294\uc9c0 \ud30c\uc545\ud558\uc5ec \uad50\uc721, \uae30\uc220 \ub610\ub294 \ucf58\ud150\uce20 \uc5c5\ub370\uc774\ud2b8\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc720\ub3c4\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\uae30\uc801\uc778 \ubca4\uce58\ub9c8\ud0b9\uc740 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc744 \uc720\ub3c4\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uae08\uc735 \uae30\uad00\uc740 \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ucd5c\uc801\ud654\ud558\uace0, \ud0c1\uc6d4\ud55c \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \uc81c\uacf5\ud558\uba70, \ub9e4\ucd9c \uc131\uc7a5\uacfc \uace0\uac1d \uc720\uc9c0\uc728\uc5d0\uc11c \uce21\uc815 \uac00\ub2a5\ud55c \uc131\uacfc\ub97c \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uae08\uc735 \uae30\uad00\uc744 \uc704\ud55c \uc628\ubcf4\ub529 \ubaa8\ubc94 \uc0ac\ub840<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uae30\uad00\uc740 \uaddc\uc81c \uc900\uc218, \ubcf4\uc548, \ub2e4\uc591\ud55c \uc0c1\ud488 \uc81c\uacf5\uc73c\ub85c \uc778\ud574 \uace0\uac1d \uc628\ubcf4\ub529\uc774 \ud2b9\ud788 \uae4c\ub2e4\ub85c\uc6b4 \ub9e4\uc6b0 \ubcf5\uc7a1\ud55c \ud658\uacbd\uc5d0\uc11c \uc6b4\uc601\ub429\ub2c8\ub2e4. \uc628\ubcf4\ub529 \ubaa8\ubc94 \uc0ac\ub840\ub97c \ucc44\ud0dd\ud558\ub294 \uac83\uc740 \uc6d0\ud65c\ud558\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\uba70 \ub9e4\ub825\uc801\uc778 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ubaa8\ubc94 \uc0ac\ub840\uc758 \ud575\uc2ec\uc740 \uac1c\uc778\ud654\ub41c \uc628\ubcf4\ub529 \uacbd\ud5d8\uc785\ub2c8\ub2e4. \uad50\uc721\uae30\uad00\uc740 \ud504\ub85c\uc81d\ud2b8 \uad00\ub9ac \ub3c4\uad6c\uc640 \uace0\uac1d \uc5ec\uc815 \ub9e4\ud551\uc744 \ud65c\uc6a9\ud558\uc5ec \uac1c\ubcc4 \uace0\uac1d\uc758 \uc694\uad6c\uc5d0 \ub9de\uac8c \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ub9de\ucda4\ud654\ud568\uc73c\ub85c\uc368 \uac01 \ub2e8\uacc4\uac00 \uad00\ub828\uc131 \uc788\uace0 \uac00\uce58 \uc911\uc2ec\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc9c0\ub3c4\ub85d \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub41c \uc791\uc5c5 \uad00\ub9ac\ub294 \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uc5ec \uc218\uc791\uc5c5\uc744 \uc904\uc774\uace0 \uc624\ub958\ub97c \ucd5c\uc18c\ud654\ud558\uba70, \ubd84\uc11d\uc744 \ud1b5\ud574 \uc628\ubcf4\ub529 \uc9c4\ud589 \uc0c1\ud669\uacfc \uace0\uac1d \ub9cc\uc871\ub3c4\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \uac00\uc2dc\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \uae08\uc735 \uae30\uad00\uc740 \uba85\ud655\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \uc0ac\uc804 \uc9c0\uc6d0, \ub514\uc9c0\ud138 \ub3c4\uad6c \uc0ac\uc6a9\uc744 \uc6b0\uc120\uc2dc\ud558\uc5ec \uc628\ubcf4\ub529 \uc5ec\uc815 \uc804\ubc18\uc5d0 \uac78\uccd0 \uace0\uac1d\uc758 \ucc38\uc5ec\ub97c \uc720\uc9c0\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc804\ub7b5\uc744 \uc2e4\ud589\ud568\uc73c\ub85c\uc368 \uae08\uc735 \uae30\uad00\uc740 \uace0\uac1d \uc774\ud0c8\uc744 \uc904\uc774\uace0 \uace0\uac1d \uc720\uc9c0\uc728\uc744 \ub192\uc774\uba70 \ub9e4\ucd9c \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\uc5ec \uc628\ubcf4\ub529\uc744 \uaddc\uc81c\uc758 \uc7a5\uc560\ubb3c\uc5d0\uc11c \uacbd\uc7c1 \uc6b0\uc704\ub85c \uc804\ud658\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uace0\uac1d \uc9c0\uc6d0: \uc628\ubcf4\ub529 \uace0\uac1d\uc744 \ube0c\ub79c\ub4dc \ucc54\ud53c\uc5b8\uc73c\ub85c \uc804\ud658\ud558\uae30<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud0c1\uc6d4\ud55c \uace0\uac1d \uc628\ubcf4\ub529\uc740 \uc9c0\uc18d\uc801\uc778 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uace0 \uace0\uac1d\uc758 \uc9c0\uc9c0\ub97c \uc774\ub04c\uc5b4\ub0b4\ub294 \ud1a0\ub300\uc785\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc774 \uac1c\uc778\ud654\ub41c \ud558\uc774\ud130\uce58 \uc628\ubcf4\ub529 \uacbd\ud5d8\uacfc \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\uba74 \uace0\uac1d\uc758 \uc131\uacf5\uc744 \ubcf4\uc7a5\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uace0\uac1d\uc774 \uc5f4\uc131\uc801\uc778 \ube0c\ub79c\ub4dc \ucc54\ud53c\uc5b8\uc774 \ub420 \uc218 \uc788\ub3c4\ub85d \uc601\uac10\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc639\ud638 \ud504\ub85c\uadf8\ub7a8\uc740 \ucd94\ucc9c \uc778\uc13c\ud2f0\ube0c, \ucd94\ucc9c \ud6c4\uae30, \uc0ac\uc6a9\uc790 \uc81c\uc791 \ucf58\ud150\uce20\ub97c \ud1b5\ud574 \ub9cc\uc871\ud55c \uace0\uac1d\uc758 \ud798\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \uae0d\uc815\uc801\uc778 \uc785\uc18c\ubb38\uc744 \uc99d\ud3ed\uc2dc\ud0a4\uace0, \uc0c8\ub85c\uc6b4 \ube44\uc988\ub2c8\uc2a4\ub97c \ucd09\uc9c4\ud558\uba70, \ube0c\ub79c\ub4dc\uc5d0 \ub300\ud55c \uc2e0\ub8b0\ub97c \uac15\ud654\ud569\ub2c8\ub2e4. \uace0\uac1d \uc720\uc9c0\uc640 \uc639\ud638\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub460\uc73c\ub85c\uc368 \uae30\uad00\uc740 \ub9cc\uc871\ud55c \uace0\uac1d\uc774 \uc0c8\ub85c\uc6b4 \uace0\uac1d\uc744 \uc720\uce58\ud558\uace0 \uc870\uc9c1\uc758 \uc6b0\uc218\uc131\uc5d0 \ub300\ud55c \ud3c9\ud310\uc774 \ub192\uc544\uc9c0\ub294 \uc120\uc21c\ud658 \uad6c\uc870\ub97c \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad81\uadf9\uc801\uc73c\ub85c \uace0\uac1d \uc639\ud638\uc5d0 \ud22c\uc790\ud558\uba74 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uac00 \uc77c\ud68c\uc131 \uc774\ubca4\ud2b8\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \ud30c\ud2b8\ub108\uc2ed\uc758 \uc2dc\uc791\uc73c\ub85c \uc804\ud658\ub418\uc5b4 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\uace0 \uacbd\uc7c1 \uc2dc\uc7a5\uc5d0\uc11c \uae30\uad00\uc758 \uc785\uc9c0\ub97c \uac15\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>Introduction: Why Customer Onboarding Software Matters in 2026 If you manage client relationships at a bank, wealth management firm, or insurance company, you already know that the moment after a client signs is fragile. Get onboarding right, and you unlock lifetime value increases of up to 300%, revenue growth of 2.5x, and retention rates that [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":50248,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1349],"class_list":["post-49225","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-customer-onboarding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Customer Onboarding Software: Why It Matters in 2026<\/title>\n<meta name=\"description\" content=\"Explore the significance of Customer Onboarding Software in 2026. Unlock potential growth and retain your clients effectively.\" \/>\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\/\uace0\uac1d-\uc628\ubcf4\ub529-\uc18c\ud504\ud2b8\uc6e8\uc5b4\ub85c-\uaddc\uc815\uc744-\uc900\uc218\ud558\ub294-\ud654\uc774\ud2b8\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customer Onboarding Software: Build Compliant, White\u2011Glove Journeys with InvestGlass\" \/>\n<meta property=\"og:description\" content=\"Introduction: Why Customer Onboarding Software Matters in 2026 If you manage client relationships at a bank, wealth management firm, or insurance company,\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/\uace0\uac1d-\uc628\ubcf4\ub529-\uc18c\ud504\ud2b8\uc6e8\uc5b4\ub85c-\uaddc\uc815\uc744-\uc900\uc218\ud558\ub294-\ud654\uc774\ud2b8\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-06T15:18:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-23T10:08:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1240\" \/>\n\t<meta property=\"og:image:height\" content=\"723\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\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=\"25\ubd84\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4: 2026\ub144\uc5d0 \uc911\uc694\ud55c \uc774\uc720","description":"2026\ub144 \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc911\uc694\uc131\uc5d0 \ub300\ud574 \uc54c\uc544\ubcf4\uc138\uc694. \uc7a0\uc7ac\uc801 \uc131\uc7a5\uc744 \uc2e4\ud604\ud558\uace0 \uace0\uac1d\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \uc720\uc9c0\ud558\uc138\uc694.","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\/\uace0\uac1d-\uc628\ubcf4\ub529-\uc18c\ud504\ud2b8\uc6e8\uc5b4\ub85c-\uaddc\uc815\uc744-\uc900\uc218\ud558\ub294-\ud654\uc774\ud2b8\/","og_locale":"ko_KR","og_type":"article","og_title":"Customer Onboarding Software: Build Compliant, White\u2011Glove Journeys with InvestGlass","og_description":"Introduction: Why Customer Onboarding Software Matters in 2026 If you manage client relationships at a bank, wealth management firm, or insurance company,","og_url":"https:\/\/www.investglass.com\/ko\/\uace0\uac1d-\uc628\ubcf4\ub529-\uc18c\ud504\ud2b8\uc6e8\uc5b4\ub85c-\uaddc\uc815\uc744-\uc900\uc218\ud558\ub294-\ud654\uc774\ud2b8\/","og_site_name":"InvestGlass","article_published_time":"2026-03-06T15:18:33+00:00","article_modified_time":"2026-05-23T10:08:33+00:00","og_image":[{"width":1240,"height":723,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-2.png","type":"image\/png"}],"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":"25\ubd84"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"Customer Onboarding Software: Build Compliant, White\u2011Glove Journeys with InvestGlass","datePublished":"2026-03-06T15:18:33+00:00","dateModified":"2026-05-23T10:08:33+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/"},"wordCount":5506,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-2.png","keywords":["Customer Onboarding"],"articleSection":["Article"],"inLanguage":"ko-KR","copyrightYear":"2026","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ko\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/","url":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/","name":"\uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4: 2026\ub144\uc5d0 \uc911\uc694\ud55c \uc774\uc720","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-2.png","datePublished":"2026-03-06T15:18:33+00:00","dateModified":"2026-05-23T10:08:33+00:00","description":"2026\ub144 \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc911\uc694\uc131\uc5d0 \ub300\ud574 \uc54c\uc544\ubcf4\uc138\uc694. \uc7a0\uc7ac\uc801 \uc131\uc7a5\uc744 \uc2e4\ud604\ud558\uace0 \uace0\uac1d\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \uc720\uc9c0\ud558\uc138\uc694.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/#breadcrumb"},"inLanguage":"ko-KR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/"]}]},{"@type":"ImageObject","inLanguage":"ko-KR","@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-2.png","width":1240,"height":723,"caption":"InvestGlass Pipeline Solution"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"Customer Onboarding Software: Build Compliant, White\u2011Glove Journeys with InvestGlass"}]},{"@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\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/#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\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/#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\/49225","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=49225"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/posts\/49225\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/media\/50248"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/media?parent=49225"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/categories?post=49225"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ko\/wp-json\/wp\/v2\/tags?post=49225"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}