{"id":49226,"date":"2026-03-06T16:33:21","date_gmt":"2026-03-06T15:33:21","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49226"},"modified":"2026-03-06T16:34:49","modified_gmt":"2026-03-06T15:34:49","slug":"%ea%b7%9c%ec%a0%9c-%eb%8c%80%ec%83%81-%ea%b8%88%ec%9c%b5-%ea%b8%b0%ea%b4%80%ec%9d%84-%ec%9c%84%ed%95%9c-saas-%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","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/saas-customer-onboarding-software-for-regulated-financial-institutions\/","title":{"rendered":"\uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud55c SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-introduction\">\uc18c\uac1c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac, \ubd80\ub3d9\uc0b0 \ud68c\uc0ac \ub4f1 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uae30\uad00\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c \uc628\ubcf4\ub529\uc758 \uc911\uc694\uc131\uc740 \uadf8 \uc5b4\ub290 \ub54c\ubcf4\ub2e4 \ub192\uc2b5\ub2c8\ub2e4. HubSpot \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 2025\ub144 B2B SaaS \ud310\ub9e4 \uc8fc\uae30\ub294 \ud3c9\uade0 84\uc77c\uc774\uc9c0\ub9cc, \uc9c4\uc815\ud55c \ubb38\uc81c\ub294 \uacc4\uc57d\uc774 \uccb4\uacb0\ub41c \uc774\ud6c4\ubd80\ud130 \uc2dc\uc791\ub429\ub2c8\ub2e4. SaaS \ubca4\uce58\ub9c8\ud06c\uc5d0 \ub530\ub974\uba74 \uc6d4\ubcc4 \uc774\ud0c8\ub960\uc740 \uc9c0\uc18d\uc801\uc73c\ub85c 5-71%\uc774\uba70, \ucd5c\uc801\ud654\ub41c \uc628\ubcf4\ub529\uc744 \ud1b5\ud574 \uc774 \uc218\uce58\ub97c 20-301%\uae4c\uc9c0 \uc904\uc77c \uc218 \uc788\ub2e4\ub294 \uc5f0\uad6c \uacb0\uacfc\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uac00\uc774\ub4dc\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac, \ubd80\ub3d9\uc0b0 \ud68c\uc0ac\uc758 \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, \uc6b4\uc601 \ucc45\uc784\uc790, \uace0\uac1d \uc628\ubcf4\ub529 \ud300\uc744 \ub300\uc0c1\uc73c\ub85c \uc791\uc131\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud6a8\uacfc\uc801\uc778 \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uaddc\uc81c \ub300\uc0c1 \uc0b0\uc5c5\uc5d0\uc11c \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc744 \uc904\uc774\uace0, \uc218\uc775 \uc778\uc2dd\uc744 \uac00\uc18d\ud654\ud558\uba70, \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc5c4\uaca9\ud55c \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c \ud558\uc5d0\uc11c \uc6b4\uc601\ub418\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac, \ubd80\ub3d9\uc0b0 \ud68c\uc0ac\uc758 \uacbd\uc6b0 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uaddc\uc815 \uc900\uc218\uc640 \uace0\uac1d \uacbd\ud5d8\uc774 \ub9cc\ub098\ub294 \uc9c0\uc810\uc774\uba70, \ub458 \ub2e4 \ud06c\uac8c \uc2e4\ud328\ud560 \uc218 \uc788\ub294 \uacf3\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. \uaddc\uc81c \ub300\uc0c1 \uc0b0\uc5c5\uc5d0 \uc18d\ud55c SaaS \ube44\uc988\ub2c8\uc2a4\uc640 SaaS \uae30\uc5c5\uc740 \uc5c4\uaca9\ud55c \uaddc\uc815 \uc900\uc218 \uc694\uac74\uacfc \uc6d0\ud65c\ud55c \uace0\uac1d \uacbd\ud5d8 \uc81c\uacf5 \uc0ac\uc774\uc5d0\uc11c \uade0\ud615\uc744 \uc720\uc9c0\ud574\uc57c \ud558\ubbc0\ub85c \uace0\uc720\ud55c \uc628\ubcf4\ub529 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uac00\uc774\ub4dc\ub294 \uaddc\uc81c \uc0b0\uc5c5\uc5d0 \ud2b9\ud654\ub41c SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \ucd08\uc810\uc744 \ub9de\ucda5\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ud504\ub85c\uc81d\ud2b8 \uad00\ub9ac \ub3c4\uad6c\ub098 \uc77c\ubc18 \uc18c\ube44\uc790\ub97c \ub300\uc0c1\uc73c\ub85c \ud558\ub294 \uc571 \uc0ac\uc6a9\ubc95 \uc548\ub0b4\uac00 \uc544\ub2d9\ub2c8\ub2e4. \uacc4\uc57d \uc11c\uba85\ubd80\ud130 \ucd5c\ucd08\uc758 \uce21\uc815 \uac00\ub2a5\ud55c \uac00\uce58\uae4c\uc9c0, \uace0\uc561 \uc790\uc0b0\uac00, \uae30\uc5c5 \uc740\ud589 \uace0\uac1d \ub610\ub294 \uae30\uad00 \ud22c\uc790\uc790 \ub4f1 B2B \uace0\uac1d\uc744 \uc720\uce58\ud558\ub294 \ubcf5\uc7a1\ud558\uace0 \uaddc\uc815 \uc900\uc218\uac00 \uc9d1\uc57d\ub41c \uc5ec\uc815\uc5d0 \ub300\ud574 \ub2e4\ub8f9\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc758 InvestGlass\ub294 <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> CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc740 \uc740\ud589, \ubbfc\uac04 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790, \ubcf4\ud5d8\uc0ac, \ubd80\ub3d9\uc0b0 \ud68c\uc0ac, \uacf5\uacf5 \ubd80\ubb38 \ub4f1 \uc774\ub7ec\ud55c \ubd80\ubb38\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc62c\ubc14\ub978 \uc628\ubcf4\ub529 \ub3c4\uad6c\ub294 \ud300\uacfc \uace0\uac1d \ubaa8\ub450\ub97c \uc704\ud55c \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud558\uc5ec \uc9c1\uad00\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uc640 \ud6a8\uc728\uc801\uc778 \ud611\uc5c5\uc744 \ubcf4\uc7a5\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=\"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\">\uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c \uc628\ubcf4\ub529\uc774 \uc81c\ub300\ub85c \uc774\ub8e8\uc5b4\uc9c0\uc9c0 \uc54a\uc73c\uba74 \uc2e4\uc9c8\uc801\uc778 \uaddc\uc81c \ubc0f \uc218\uc775 \ub9ac\uc2a4\ud06c\uac00 \ubc1c\uc0dd\ud569\ub2c8\ub2e4. KYC(\uace0\uac1d \ud30c\uc545) \ud655\uc778\uc5d0 \uc2e4\ud328\ud558\uba74 FINMA(\uc2a4\uc704\uc2a4 \uae08\uc735\uc2dc\uc7a5\uac10\ub3c5\uccad)\uc758 \uc870\uc0ac\uac00 \uc2dc\uc791\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uacc4\uc88c \uac1c\uc124\uc774 \ub290\ub9ac\uba74 AUM(\uad00\ub9ac \uc790\uc0b0) \uc608\uc57d\uc774 \ub2e4\uc74c \ubd84\uae30\ub85c \ubbf8\ub904\uc9d1\ub2c8\ub2e4. MiFID II(\uae08\uc735\uc0c1\ud488\ud22c\uc790\uc9c0\uce68 II) \uc801\ud569\uc131 \ud3c9\uac00\ub97c \ub193\uce58\uba74 \uae30\uc5c5\uc740 \ubc8c\uae08\uacfc \uace0\uac1d \ubd88\ub9cc\uc5d0 \ub178\ucd9c\ub429\ub2c8\ub2e4. \ud504\ub77c\uc774\ube57 \ubc45\ud0b9 \uace0\uac1d\uc744 \uc704\ud55c \uc218\ub3d9 KYC \ud504\ub85c\uc138\uc2a4\ub294 \uc601\uc5c5\uc77c \uae30\uc900 15~20\uc77c\ub85c \ub298\uc5b4\ub0a0 \uc218 \uc788\ub294 \ubc18\uba74, \ub514\uc9c0\ud138 \ud504\ub85c\uc138\uc2a4\ub97c \uc0ac\uc6a9\ud558\uba74 2~3\uc77c\ub85c \ub2e8\ucd95\ub418\uba70, \uc774\ub7ec\ud55c \uc9c0\uc5f0\uc740 \uc218\uc775 \uc190\uc2e4\uacfc \uace0\uac1d \uc2e0\ub8b0 \uc57d\ud654\ub85c \uc9c1\uacb0\ub429\ub2c8\ub2e4. \uc790\uc0b0 \uad00\ub9ac\uc758 \uad00\uacc4\ub294 10~20\ub144 \ub3d9\uc548 \uc9c0\uc18d\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\uae30 \ub54c\ubb38\uc5d0 \uc628\ubcf4\ub529 \uc2dc \uccab\uc778\uc0c1\uc774 \uc774\ud6c4 \ubaa8\ub4e0 \uad00\uacc4\uc758 \ubd84\uc704\uae30\ub97c \uacb0\uc815\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c\uc740 2024~2026\ub144 \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc744 \uc704\ud55c SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc120\ud0dd, \uad6c\ud604 \ubc0f \ucd5c\uc801\ud654\ub97c \uc704\ud55c \uc2e4\uc6a9\uc801\uc778 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc911\uc2ec \uac00\uc774\ub4dc\uc785\ub2c8\ub2e4. \ud544\uc218 \uae30\ub2a5, \uc2e4\uc81c \uc6cc\ud06c\ud50c\ub85c, \ubaa8\ubc94 \uc0ac\ub840, \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \ud1b5\ud569 \uae08\uc735 \uc6cc\ud06c\ud50c\ub85c\ub97c \uc6b0\uc120\uc2dc\ud558\ub294 \uae30\uad00\uc5d0 InvestGlass\uac00 \uc801\ud569\ud55c \uad6c\uccb4\uc801\uc778 \uae30\ub2a5\uc5d0 \ub300\ud574 \ub2e4\ub8f0 \uac83\uc785\ub2c8\ub2e4. \ud300\uacfc \uace0\uac1d \ubaa8\ub450\ub97c \uc704\ud574 \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud560 \uc218 \uc788\ub294 \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud558\ub294 \uac83\uc740 \uc0ac\uc6a9\uc790 \ucc38\uc5ec\ub97c \uac1c\uc120\ud558\uace0 \uac00\uce58 \ucc3d\ucd9c \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-glossary-and-regulatory-background\">\uc6a9\uc5b4\uc9d1 \ubc0f \uaddc\uc81c \ubc30\uacbd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uc138\ud55c \ub0b4\uc6a9\uc744 \uc0b4\ud3b4\ubcf4\uae30 \uc804\uc5d0 \uae08\uc735 \uc11c\ube44\uc2a4 \uc628\ubcf4\ub529\uacfc \uad00\ub828\ub41c \uc8fc\uc694 \uc6a9\uc5b4 \ubc0f \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ub300\ud55c \uac04\ub7b5\ud55c \uc6a9\uc5b4\uc9d1\uc744 \uc18c\uac1c\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>KYC(\uace0\uac1d \ud30c\uc545):<\/strong> \uace0\uac1d\uc758 \uc2e0\uc6d0\uc744 \ud655\uc778\ud558\uace0 \ube44\uc988\ub2c8\uc2a4 \uad00\uacc4\uc5d0 \ub300\ud55c \ubd88\ubc95\uc801 \uc758\ub3c4\uc758 \uc7a0\uc7ac\uc801 \uc704\ud5d8\uc744 \ud3c9\uac00\ud558\uae30 \uc704\ud55c \uaddc\uc81c \ud504\ub85c\uc138\uc2a4\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>UBO(\ucd5c\uc885 \uc218\uc775 \uc18c\uc720\uc790):<\/strong> \uace0\uac1d\uc744 \uad81\uadf9\uc801\uc73c\ub85c \uc18c\uc720\ud558\uac70\ub098 \ud1b5\uc81c\ud558\ub294 \uac1c\uc778\uc73c\ub85c, \ud2b9\ud788 \uae30\uc5c5 \ubc0f \uae30\uad00 \uace0\uac1d\uacfc \uad00\ub828\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>MiFID II(\uae08\uc735\uc0c1\ud488\ud22c\uc790\uc9c0\uce68 II):<\/strong> \ud22c\uba85\uc131\uacfc \ud22c\uc790\uc790 \ubcf4\ud638\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uae08\uc735 \uc0c1\ud488\uacfc \uad00\ub828\ub41c \uc11c\ube44\uc2a4\ub97c \uace0\uac1d\uc5d0\uac8c \uc81c\uacf5\ud558\ub294 \ud68c\uc0ac\ub97c \uaddc\uc81c\ud558\ub294 \uc720\ub7fd \uc5f0\ud569 \ubc95\ub960\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>FATCA\/CRS(\ud574\uc678\uacc4\uc88c \ub0a9\uc138 \uc758\ubb34 \uc900\uc218\ubc95\/\uacf5\ud1b5 \ubcf4\uace0 \uae30\uc900):<\/strong> \ud0c8\uc138 \ubc29\uc9c0\ub97c \uc704\ud55c \uc138\uae08 \uc2e0\uace0 \ubc0f \uc815\ubcf4 \uad50\ud658\uc5d0 \uad00\ud55c \uad6d\uc81c \ud45c\uc900\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>AML(\uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0):<\/strong> \ubc94\uc8c4\uc790\uac00 \ubd88\ubc95\uc73c\ub85c \uc5bb\uc740 \uc790\uae08\uc744 \ud569\ubc95\uc801\uc778 \uc218\uc785\uc73c\ub85c \uc704\uc7a5\ud558\ub294 \uac83\uc744 \ubc29\uc9c0\ud558\uae30 \uc704\ud55c \ubc95\ub960 \ubc0f \uc808\ucc28.<\/li>\n\n\n\n<li><strong>AMLD5\/6(\uc81c5\/6\ucc28 \uc790\uae08\uc138\ud0c1\ubc29\uc9c0 \uc9c0\uce68):<\/strong> \uae08\uc735 \uae30\uad00\uc5d0 \ub300\ud55c \uc2e4\uc0ac \ubc0f \ubcf4\uace0 \uc694\uac74\uc744 \uac15\ud654\ud558\ub294 EU \uc9c0\uce68.<\/li>\n\n\n\n<li><strong>FINMA:<\/strong> \uc2a4\uc704\uc2a4\uc758 \uae08\uc735 \uaddc\uc81c\ub97c \ub2f4\ub2f9\ud558\ub294 \uc2a4\uc704\uc2a4 \uae08\uc735\uc2dc\uc7a5\uac10\ub3c5\uccad\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uace0\uac1d \uc628\ubcf4\ub529:<\/strong> \uc2e0\uaddc \uace0\uac1d\uc744 \uc720\uce58\ud558\uae30 \uc704\ud55c \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \ud504\ub85c\uc138\uc2a4\ub85c, KYC, \uc81c\ud488 \uc124\uc815, \uad00\uacc4 \uad6c\ucd95 \ub4f1 \uacc4\uc57d \uccb4\uacb0\ubd80\ud130 \uce21\uc815 \uac00\ub2a5\ud55c \uccab \ubc88\uc9f8 \uac00\uce58 \ucc3d\ucd9c\uae4c\uc9c0\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc0ac\uc6a9\uc790 \uc628\ubcf4\ub529:<\/strong> \ucd08\uae30 \uc81c\ud488 \ud65c\uc131\ud654 \ubc0f \uae30\ub2a5 \ucc44\ud0dd\uc744 \ud1b5\ud574 \uac1c\ubcc4 \uc0ac\uc6a9\uc790(\uc8fc\ub85c \uace0\uac1d \uc870\uc9c1 \ub0b4)\ub97c \uc548\ub0b4\ud558\ub294 \ud504\ub85c\uc138\uc2a4\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub514\uc9c0\ud138 KYC:<\/strong> \ub514\uc9c0\ud138 \ub3c4\uad6c\uc640 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc0ac\uc6a9\ud558\uc5ec KYC \ud504\ub85c\uc138\uc2a4\ub97c \uc790\ub3d9\ud654\ud558\uace0 \uac04\uc18c\ud654\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-saas-customer-onboarding-software\">SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub780 \ubb34\uc5c7\uc778\uac00\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uacc4\uc57d \uccb4\uacb0\ubd80\ud130 \uc81c\ud488 \ud65c\uc131\ud654, \uc791\uc5c5 \uc644\ub8cc, \uccab \ub85c\uadf8\uc778 \ub610\ub294 \uae30\ub2a5 \ucc44\ud0dd\uacfc \uac19\uc740 \ucc38\uc5ec \ub9c8\uc77c\uc2a4\ud1a4 \ub2ec\uc131\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc2e0\uaddc B2B \uace0\uac1d\uc744 \uc548\ub0b4\ud558\ub3c4\ub85d \uc124\uacc4\ub41c \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc2e4\uc9c8\uc801\uc73c\ub85c \uc774\ub7ec\ud55c \uc628\ubcf4\ub529 \ub3c4\uad6c\ub294 \uc791\uc5c5 \ud560\ub2f9\uc744 \uc790\ub3d9\ud654\ud558\uace0, \ud3ec\ud138 \ubc0f \uc790\ub3d9\ud654\ub41c \uc774\uba54\uc77c\uc744 \ud1b5\ud574 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ucd09\uc9c4\ud558\uba70, \uc591\uc2dd \ubc0f \ub514\uc9c0\ud138 \uc11c\uba85\uc744 \ud3ec\ud568\ud55c \ubb38\uc11c \uc218\uc9d1\uc744 \uad00\ub9ac\ud558\uace0, \uc0ac\uc804 \uc815\uc758\ub41c \ub9c8\uc77c\uc2a4\ud1a4 \ub300\ube44 \uc628\ubcf4\ub529 \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ucc98\uc74c \uc5b8\uae09\ub418\ub294 \uc8fc\uc694 \uc815\uc758:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>KYC(\uace0\uac1d \ud30c\uc545):<\/strong> \uace0\uac1d \uc2e0\uc6d0 \ud655\uc778 \ubc0f \uc704\ud5d8 \ud3c9\uac00\ub97c \uc704\ud55c \uaddc\uc81c \ud504\ub85c\uc138\uc2a4\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>UBO(\ucd5c\uc885 \uc218\uc775 \uc18c\uc720\uc790):<\/strong> \ud68c\uc0ac \ub610\ub294 \uacc4\uc815\uc744 \uad81\uadf9\uc801\uc73c\ub85c \uc18c\uc720\ud558\uac70\ub098 \ud1b5\uc81c\ud558\ub294 \uc0ac\ub78c.<\/li>\n\n\n\n<li><strong>MiFID II(\uae08\uc735\uc0c1\ud488\ud22c\uc790\uc9c0\uce68 II):<\/strong> \uae08\uc735 \uc2dc\uc7a5\uc758 \ud22c\uba85\uc131 \ubc0f \ud22c\uc790\uc790 \ubcf4\ud638\ub97c \uc704\ud55c EU \uaddc\uc815.<\/li>\n\n\n\n<li><strong>FATCA\/CRS(\ud574\uc678\uacc4\uc88c \ub0a9\uc138 \uc758\ubb34 \uc900\uc218\ubc95\/\uacf5\ud1b5 \ubcf4\uace0 \uae30\uc900):<\/strong> \uad6d\uc81c \uc138\uae08 \uc2e0\uace0 \uae30\uc900.<\/li>\n\n\n\n<li><strong>AML(\uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0):<\/strong> \uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0\ub97c \uc704\ud55c \ubc95\ub960 \ubc0f \uc808\ucc28.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-relationship-between-customer-onboarding-user-onboarding-and-digital-kyc\">\uace0\uac1d \uc628\ubcf4\ub529, \uc0ac\uc6a9\uc790 \uc628\ubcf4\ub529, \ub514\uc9c0\ud138 KYC\uc758 \uad00\uacc4<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uace0\uac1d \uc628\ubcf4\ub529:<\/strong> \uaddc\uc815 \uc900\uc218, \ubb38\uc11c\ud654 \ubc0f \uc81c\ud488 \uc124\uc815\uc744 \ud3ec\ud568\ud558\uc5ec \uc0c8\ub85c\uc6b4 \uace0\uac1d \uc870\uc9c1\uc744 \ud1b5\ud569\ud558\ub294 \uc804\ubc18\uc801\uc778 \ud504\ub85c\uc138\uc2a4\ub97c \ub9d0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc0ac\uc6a9\uc790 \uc628\ubcf4\ub529:<\/strong> \uace0\uac1d \uc870\uc9c1 \ub0b4 \uac1c\ubcc4 \uc0ac\uc6a9\uc790\uc5d0\uac8c \uc9d1\uc911\ud558\uc5ec \uc81c\ud488 \uae30\ub2a5 \ubc0f \ucd08\uae30 \uc0ac\uc6a9\ubc95\uc744 \uc548\ub0b4\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub514\uc9c0\ud138 KYC:<\/strong> \uc628\ubcf4\ub529\uc758 \ud558\uc704 \uc9d1\ud569\uc73c\ub85c, \ud2b9\ud788 \uace0\uac1d \uc2e0\uc6d0 \ubc0f \uaddc\uc815 \ud655\uc778\uc758 \ub514\uc9c0\ud138 \uac80\uc99d\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc628\ubcf4\ub529 \ub3c4\uad6c\uc640 \uc0ac\uc6a9\uc790 \uc628\ubcf4\ub529 \ub3c4\uad6c\ub294 \uace0\uac1d\uacfc \uc0ac\uc6a9\uc790 \ubaa8\ub450\ub97c \uc704\ud55c \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc790\ub3d9\ud654\ud558\uace0 \uac04\uc18c\ud654\ud558\uc5ec \ucc38\uc5ec\ub3c4\ub97c \ub192\uc774\uace0 \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub3c4\ub85d \ud2b9\ubcc4\ud788 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uae30\uad00\uc758 \uacbd\uc6b0 \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \ub2e4\ub978 \uc0b0\uc5c5\uacfc \ub2e4\ub978 \ubaa8\uc2b5\uc744 \ubcf4\uc785\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uba74 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2e0\uaddc HNWI(\uace0\uc561\uc790\uc0b0\uac00) \uace0\uac1d\uc744 \uc704\ud55c \ud22c\uc790 \uacc4\uc88c \uac1c\uc124\ud558\uae30<\/li>\n\n\n\n<li>\uc77c\uc784\ud615 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc758\ubb34 \uc124\uc815\ud558\uae30<\/li>\n\n\n\n<li>\uc644\uc804\ud55c \uc0ac\uc2e4 \ud655\uc778 \ubb38\uc11c\ub85c \ubcf4\ud5d8 \uc815\ucc45 \ud65c\uc131\ud654\ud558\uae30<\/li>\n\n\n\n<li>\ubcf5\uc7a1\ud55c UBO \uad6c\uc870\uc758 \uae30\uc5c5 \ubc45\ud0b9 \uace0\uac1d \uc628\ubcf4\ub529<\/li>\n\n\n\n<li>\ud1b5\ud569 <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\">\uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790<\/a> \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc73c\ub85c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\uc0ac\ub098 \ud2b8\ub810\ub85c\uc640 \uac19\uc740 \uc77c\ubc18\uc801\uc778 \ud504\ub85c\uc81d\ud2b8 \uad00\ub9ac \ub3c4\uad6c\ub098 Excel\uacfc \uac19\uc740 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc640 \ub2ec\ub9ac, \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ubc18\ubcf5\uc801\uc778 \uace0\uac1d \uc5ec\uc815\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\ub098 \uc774\uba54\uc77c \uccb4\uc778\uc774 \uc81c\uacf5\ud560 \uc218 \uc5c6\ub294 \uace0\uac1d \ud611\uc5c5, \ub3d9\uc801 KYC \ub370\uc774\ud130 \ucea1\ucc98, \uc5ed\ud560 \uae30\ubc18 \uc2b9\uc778, \uaddc\uc815 \uc900\uc218 \uac10\uc0ac \ucd94\uc801 \uae30\ub2a5\uc744 \ub0b4\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc628\ubcf4\ub529 \ud504\ub85c\uc81d\ud2b8\ub97c \uc790\ub3d9\ud654\ud558\uace0 \uac70\ub798\uac00 \uc644\ub8cc\ub41c \ud6c4 \uc989\uc2dc \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc5b4 \uc2e0\uaddc \uace0\uac1d\uc744 \uc704\ud55c \uc6d0\ud65c\ud55c \uc804\ud658\uacfc \uc6d0\ud65c\ud55c \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 CRM\uc744 \uacb0\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> \ubc0f KYC, \uc6cc\ud06c\ud50c\ub85c \uc790\ub3d9\ud654, \uace0\uac1d \ud3ec\ud138\uc744 \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud558\ub294 \ub2e8\uc77c \ud50c\ub7ab\ud3fc\uc5d0 \ud1b5\ud569\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud1b5\ud569\uc740 \uace0\uac1d\uc774\ub098 \ub0b4\ubd80 \ud300\uc774 \uc11c\ub85c \ub2e4\ub978 \uc2dc\uc2a4\ud15c \uac04\uc5d0 \uc804\ud658\ud560 \ud544\uc694 \uc5c6\uc774 \uc804\uccb4 \uc628\ubcf4\ub529 \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc744 \ucc98\ub9ac\ud569\ub2c8\ub2e4. \ub610\ud55c \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 CRM \uc2dc\uc2a4\ud15c\uacfc \uac19\uc740 \uae30\uc874 \ub3c4\uad6c\uc640 \uc6d0\ud65c\ud558\uac8c \ud1b5\ud569\ub418\uc5b4 \ud1b5\ud569\ub41c \ub370\uc774\ud130 \ud750\ub984\uc744 \uc720\uc9c0\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-capabilities-of-saas-customer-onboarding-software\">SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ud575\uc2ec \uae30\ub2a5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC, \uc801\ud569\uc131 \ubc0f \ubb38\uc11c \uc218\uc9d1\uc744 \uc704\ud55c \ub3d9\uc801 \uc591\uc2dd\uacfc \uc870\uac74\ubd80 \ub85c\uc9c1\uc774 \ud3ec\ud568\ub41c \ub514\uc9c0\ud138 \uc6cc\ud06c\ud50c\ub85c<\/li>\n\n\n\n<li>\uc140\ud504 \uc11c\ube44\uc2a4 \uc5c5\ub85c\ub4dc, \uc9c4\ud589 \uc0c1\ud669 \ucd94\uc801, \ubcf4\uc548 \uba54\uc2dc\uc9d5\uc744 \uc704\ud55c \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/li>\n\n\n\n<li>\ubbf8\ub9ac \uc815\uc758\ub41c \uaddc\uce59\uc5d0 \ub530\ub77c \ubbf8\ub9ac \uc54c\ub9bc, \uc2b9\uc778 \ubc0f \uc791\uc5c5 \ub77c\uc6b0\ud305 \uc790\ub3d9\ud654<\/li>\n\n\n\n<li>\ubcd1\ubaa9 \ud604\uc0c1 \uac10\uc9c0 \ubc0f \uc628\ubcf4\ub529 \uc9c0\ud45c \ucd94\uc801\uc744 \uc704\ud55c \ubd84\uc11d \ubc0f \ubcf4\uace0 \uae30\ub2a5<\/li>\n<\/ul>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-saas-customer-onboarding-is-especially-critical-for-financial-institutions\">\uae08\uc735 \uae30\uad00\uc5d0 SaaS \uace0\uac1d \uc628\ubcf4\ub529\uc774 \ud2b9\ud788 \uc911\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529\uc740 \ubaa8\ub4e0 \uae08\uc735 \uace0\uac1d \uad00\uacc4\uc5d0\uc11c \uacb0\uc815\uc801\uc778 \ub2e8\uacc4\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4. \ud22c\uc790 \uacc4\uc88c\uc758 \ucd5c\ucd08 \uac70\ub798 \uc2dc\uc810, \ubcf4\ud5d8 \uc0c1\ud488\uc758 \ucd5c\ucd08 \uac00\uc785 \uc2dc\uc810\uc744 \uacb0\uc815\ud558\uace0 \uc804\uccb4 \uace0\uac1d \uc5ec\uc815\uc744 \ud615\uc131\ud558\ub294 \uace0\uac1d \uc2e0\ub8b0\uc758 \ud1a0\ub300\uac00 \ub418\ub294 \uc21c\uac04\uc785\ub2c8\ub2e4. \ub610\ud55c \uaddc\uc81c \ub300\uc0c1 \uae30\uad00\uc758 \uacbd\uc6b0, \uc218\uc775 \ucc3d\ucd9c \ud65c\ub3d9\uc744 \uc2dc\uc791\ud558\uae30 \uc804\uc5d0 \uc644\ub8cc\ud574\uc57c \ud558\ub294 \uaddc\uc81c \ud5c8\uac00, PEP(\uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc0ac\ub78c) \uc2ec\uc0ac, \uc81c\uc7ac \ud655\uc778, \uc790\uc0b0 \ucd9c\ucc98 \ubb38\uc11c\ud654, \uc801\ud569\uc131 \ud3c9\uac00 \ub4f1 \uae4c\ub2e4\ub85c\uc6b4 \uc808\ucc28\ub97c \uac70\uccd0\uc57c \ud558\ub294 \uc2dc\uae30\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-drivers\">\uaddc\uc81c \ub3d9\uc778<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ubc0f \ube44\uc988\ub2c8\uc2a4 \ub3d9\uc778\uc774 \uac15\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AMLD5\/6(\uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0 \uc9c0\uce68 5 \ubc0f 6):<\/strong> \uace0\uc704\ud5d8 \uace0\uac1d\uc5d0 \ub300\ud55c \uc2e4\uc0ac \uac15\ud654\ub97c \uc758\ubb34\ud654\ud558\uc138\uc694. <a rel=\"noopener noreferrer\" href=\"#glossary-and-regulatory-background\" target=\"_self\">AMLD5\/6\uc5d0 \ub300\ud574 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uae30<\/a><\/li>\n\n\n\n<li><strong>FINMA(\uc2a4\uc704\uc2a4 \uae08\uc735\uc2dc\uc7a5\uac10\ub3c5\uccad):<\/strong> \uc2a4\uc704\uc2a4 \uc740\ud589\uc758 \uacbd\uc6b0 \uc704\ud5d8 \uae30\ubc18 \uc811\uadfc \ubc29\uc2dd\uacfc \ud3ec\uad04\uc801\uc778 \uc790\uc0b0 \ucd9c\ucc98 \ubb38\uc11c\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>GDPR(\uc77c\ubc18 \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815):<\/strong> \ub370\uc774\ud130 \ucd5c\uc18c\ud654 \uc6d0\uce59\uacfc \uad6d\uac00 \uac04 \ub370\uc774\ud130 \ud750\ub984 \uc81c\ud55c\uc744 \uc801\uc6a9\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\ub3d9 KYC \ud655\uc778\uc740 \uace0\uac1d\ub2f9 $50-100\uc758 \ube44\uc6a9\uc774 \ub4dc\ub294 \ubc18\uba74 \uc790\ub3d9\ud654\ub41c \uacbd\uc6b0 $5-10\uc758 \ube44\uc6a9\uc774 \ub4e4\uba70, \uc774\ub294 \uc5f0\uac04 \uc218\ucc9c \uac1c\uc758 \uace0\uac1d \uc628\ubcf4\ub529\uc5d0 \uac78\uccd0 10\ubc30\uc758 \ucc28\uc774\uac00 \ub0a9\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-revenue-impact\">\ub9e4\ucd9c \uc601\ud5a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uae30\uac04\uc744 \uba87 \uc8fc\uc5d0\uc11c \uba70\uce60\ub85c \ub2e8\ucd95\ud558\uba74 \uc218\uc218\ub8cc \uc218\uae08\uacfc \uac70\ub798 \uccb4\uacb0\uc744 \uc55e\ub2f9\uaca8 AUM\uc744 15~251\uc870 \uc6d0\uae4c\uc9c0 \ub298\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uacc4\uc88c \uac1c\uc124\uc774 \ub290\ub9ac\uba74 \uc790\uc0b0 \uad00\ub9ac\uc758 NPS(\uc21c \ucd94\ucc9c\uc778 \uc810\uc218) \uc810\uc218\uac00 10~20% \ud558\ub77d\ud558\uc5ec \uc785\uc18c\ubb38\uc774 \uc2e0\uaddc \uace0\uac1d \ud655\ubcf4\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ube44\uc988\ub2c8\uc2a4\uc5d0\uc11c \ucd94\ucc9c\uc728\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \uc5c5\uacc4 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \uc628\ubcf4\ub529 \uc2e4\ud589\uc774 \uc81c\ub300\ub85c \uc774\ub8e8\uc5b4\uc9c0\uc9c0 \uc54a\uc73c\uba74 \ud540\ud14c\ud06c \uae30\uc5c5\uc758 \uacbd\uc6b0 \uccab 90\uc77c \ub3d9\uc548 \ucd5c\ub300 40%\uc758 \uace0\uac1d \uc774\ud0c8\uc774 \ubc1c\uc0dd\ud55c\ub2e4\uace0 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-expectations\">\uace0\uac1d\uc758 \uae30\ub300\uce58<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc758 \uae30\ub300\uce58\uac00 \ub2ec\ub77c\uc84c\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\ub144\uc758 HNWI\uc640 \uae30\uad00 \uace0\uac1d\uc740 \uc774\uba54\uc77c \ucca8\ubd80 \ud30c\uc77c\uc774\ub098 \ub300\uba74 \uc11c\uba85 \uc808\ucc28\uac00 \uc544\ub2cc \ud22c\uba85\ud55c \uc0c1\ud0dc \uc5c5\ub370\uc774\ud2b8\ub97c \ud1b5\ud574 \ubaa8\ubc14\uc77c \uc6b0\uc120\uc758 \uc140\ud504 \uc11c\ube44\uc2a4 \uacbd\ud5d8\uc744 \uae30\ub300\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc774\ud0c8 \ube44\uc6a9\uc740 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc99d\uac00\ud569\ub2c8\ub2e4: 10~20\ub144 \ub3d9\uc548 \uc9c0\uc18d\ub418\ub294 \uc790\uc0b0 \uad00\ub9ac \uad00\uacc4\uc5d0\uc11c \ubd80\uc2e4\ud55c \uc628\ubcf4\ub529\uc73c\ub85c \uace0\uac1d\uc744 \uc783\ub294\ub2e4\ub294 \uac83\uc740 \uc218\uc2ed \ub144 \ub3d9\uc548\uc758 \uc218\uc218\ub8cc\uc640 \ucd94\ucc9c \uc7a0\uc7ac\ub825\uc744 \uc783\ub294\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uad6d\uacbd\uc744 \ub118\ub098\ub4dc\ub294 \ubcf5\uc7a1\uc131\uc5d0\ub294 \uad6c\uc870\uac00 \ud544\uc694\ud569\ub2c8\ub2e4: \uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0 \uac78\uccd0 \uace0\uac1d\uc744 \uc628\ubcf4\ub529\ud558\ub824\uba74 \ubcf5\uc7a1\ud55c \uc790\uc0b0 \uad6c\uc870\ub97c \uac00\uc9c4 \uace0\uc704\ud5d8 \ud574\uc678 \uace0\uac1d\uacfc \uc2a4\uc704\uc2a4 \uac70\uc8fc\uc790\ub97c \ub2e4\ub974\uac8c \ucc98\ub9ac\ud558\ub294 \uc138\ubd84\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529 \ud6a8\uacfc\ub97c \uce21\uc815\ud574\uc57c \ud569\ub2c8\ub2e4: \uc2e0\uaddc \uc0ac\uc6a9\uc790\uac00 \uc5bc\ub9c8\ub098 \uc798 \ud1b5\ud569\ub418\uace0 \uc720\uc9c0\ub418\ub294\uc9c0 \ud3c9\uac00\ud558\ub824\uba74 \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04, \uace0\uac1d \ud65c\uc131\ud654, \uc644\ub8cc\uc728 \ubc0f \ucd08\uae30 \ub9cc\uc871\ub3c4 \uc810\uc218\uc640 \uac19\uc740 \uc8fc\uc694 \uc9c0\ud45c\ub97c \ucd94\uc801\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc131\uacf5 \ud300\uc740 \uc628\ubcf4\ub529, \uace0\uac1d \ucc38\uc5ec, \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0\uc5d0\uc11c \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud558\uba70, \ud2b9\ud788 \uac1c\uc778\ud654\ub41c \uc548\ub0b4\uc640 \uad50\uc721\uc774 \uace0\uac1d \uc131\uacf5\uc758 \ud575\uc2ec\uc778 \ud558\uc774\ud130\uce58 \uc628\ubcf4\ub529 \ubaa8\ub378\uc5d0\uc11c \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc804\ud658:<\/strong> SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc911\uc694\ud55c \uc774\uc720\ub97c \uba85\ud655\ud788 \uc774\ud574\ud55c \ub2e4\uc74c, \uae08\uc735 \uae30\uad00\uc758 \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04 \ubc0f \uc218\uc775 \uc778\uc2dd\uc744 \uac00\uc18d\ud654\ud558\ub294 \ubc29\ubc95\uc744 \uc0b4\ud3b4\ubcf4\uc138\uc694.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faster-time-to-value-and-revenue-recognition\">\uac00\uce58 \uc2e4\ud604 \uc2dc\uac04 \ubc0f \uc218\uc775 \uc778\uc2dd \uc2dc\uac04 \ub2e8\ucd95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc791\uc5c5\uacfc \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae30\ubc18 \uace0\uac1d \uc628\ubcf4\ub529\uc758 \ucc28\uc774\ub294 \uba87 \uc2dc\uac04\uc774 \uc544\ub2c8\ub77c \uba87 \uc8fc \ub2e8\uc704\ub85c \uce21\uc815\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-manual-vs-software-driven-onboarding\">\uc218\ub3d9 \uc628\ubcf4\ub529 \ub300 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae30\ubc18 \uc628\ubcf4\ub529<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc778 \ube44\uacf5\uac1c <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 \uace0\uac1d \uc628\ubcf4\ub529<\/a> \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\uc5d0 \ub530\ub77c<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc791\uc131\uc744 \uc704\ud574 \uc774\uba54\uc77c\ub85c \uc804\uc1a1\ub418\ub294 PDF \uc591\uc2dd<\/li>\n\n\n\n<li>\uc218\ub3d9 PEP \ubc0f \uc81c\uc7ac \uc810\uac80<\/li>\n\n\n\n<li>\ubb3c\ub9ac\uc801 \uc11c\uba85 \ud544\uc694<\/li>\n\n\n\n<li>\ud575\uc2ec \uc2dc\uc2a4\ud15c\uc73c\ub85c \ud0a4 \uc7ac\uc124\uc815\ub41c \ubb38\uc11c<\/li>\n\n\n\n<li>\ubaa8\ub4e0 \uac83\uc774 \uc21c\uc870\ub86d\uac8c \uc9c4\ud589\ub418\ub294 \uacbd\uc6b0 \uc601\uc5c5\uc77c \uae30\uc900 15~20\uc77c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc0ac\uc6a9\ud558\uba74 \ub3d9\uc77c\ud55c \uc5ec\uc815\uc744 2~3\uc77c\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8\uac00 \ubcf4\uc548 \ud3ec\ud138 \ub9c1\ud06c\ub97c \uc218\uc2e0\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc870\uac74\ubd80 \ub85c\uc9c1\uc73c\ub85c \ub3d9\uc801 KYC \uc591\uc2dd \uc644\uc131\ud558\uae30<\/li>\n\n\n\n<li>\uc9c1\uc811 \ubb38\uc11c \uc5c5\ub85c\ub4dc<\/li>\n\n\n\n<li>\uc804\uc790 \uc11c\uba85 \uacc4\uc57d<\/li>\n\n\n\n<li>\uc790\ub3d9\ud654\ub41c \uc2b9\uc778 \ub77c\uc6b0\ud305 \uc218\uc2e0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc5d0\uc11c\ub294 KYC \uc591\uc2dd, \uc704\ud5d8 \ud504\ub85c\ud544 \uc124\uc815, MiFID II \uc801\ud569\uc131 \uc124\ubb38 \uc870\uc0ac, \ud22c\uc790 \uc815\ucc45\uc11c, \ub514\uc9c0\ud138 \uc11c\uba85\uc744 \ud3ec\ud568\ud55c \uc804\uccb4 \ud750\ub984\uc774 \ub2e8\uc77c \uc5ec\uc815\uc5d0\uc11c \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \uc2e0\uaddc \uc0ac\uc6a9\uc790\ub294 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\uc640 \ubd84\ub9ac\ub41c PDF \ucca8\ubd80 \ud30c\uc77c\uc744 \ub118\ub098\ub4dc\ub294 \ub300\uc2e0 \ud558\ub098\uc758 \ube0c\ub79c\ub4dc\ud654\ub41c \ud3ec\ud138\uacfc \uc0c1\ud638 \uc791\uc6a9\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uba85\ud655\ud55c \uc628\ubcf4\ub529 \uc9c4\ud589\ub960 \ud45c\uc2dc\uae30\ub97c \ud1b5\ud574 \uac01 \ub2e8\uacc4\ub97c \uc644\ub8cc\ud558\uace0, \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790\ub294 \uc2e4\uc2dc\uac04\uc73c\ub85c \ud50c\ub798\uadf8\uac00 \uc9c0\uc815\ub41c \ud56d\ubaa9\uc744 \uac80\ud1a0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-revenue-impact-0\">\ub9e4\ucd9c \uc601\ud5a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc775\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc740 \uc989\uac01\uc801\uc785\ub2c8\ub2e4. \uc628\ubcf4\ub529\uc774 \ub354 \ube68\ub9ac \uc644\ub8cc\ub418\uba74 \uac70\ub798\uac00 \ub354 \ube68\ub9ac \uccb4\uacb0\ub418\uace0 \uad00\ub9ac \uc218\uc218\ub8cc\uac00 \ubc1c\uc0dd\ud558\uae30 \uc2dc\uc791\ud558\uba70 AUM\uc774 \ub2e4\uc74c \ubd84\uae30\ub85c \uc774\uc6d4\ub418\uc9c0 \uc54a\uace0 \uc774\ubc88 \ubd84\uae30\uc5d0 \ucc45\uc815\ub429\ub2c8\ub2e4. \ub9e4\ub2ec \uc218\uc2ed \uac1c\uc758 \uc2e0\uaddc HNWI \uad00\uacc4\ub97c \ucc98\ub9ac\ud558\ub294 \uc790\uc0b0 \uad00\ub9ac\uc0ac\uc758 \uacbd\uc6b0, \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04\uc744 2\uc8fc \ub2e8\ucd95\ud558\uba74 \uc218\uc775 \uc778\uc2dd \uc2dc\uae30\ub97c \uc55e\ub2f9\uae30\uace0 \ud604\uae08 \ud750\ub984\uc744 \uac1c\uc120\ud558\ub294 \ub370 \uc9c1\uc811\uc801\uc778 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-before-and-after-comparison\">\uc804\ud6c4 \ube44\uad50<\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\uc218\ub3d9 \uc628\ubcf4\ub529<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc911\uc2ec \uc628\ubcf4\ub529<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \uc644\ub8cc\ub97c \uc704\ud55c \uc774\uba54\uc77c PDF<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub3d9\uc801 \uc591\uc2dd\uc744 \ud1b5\ud55c \ubcf4\uc548 \ud3ec\ud138 \ub9c1\ud06c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc218\ub3d9 PEP\/\uc81c\uc7ac \uc2ec\uc0ac<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \ud50c\ub798\uadf8\uac00 \uc788\ub294 \uc790\ub3d9\ud654\ub41c \uc2a4\ud06c\ub9ac\ub2dd<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubb3c\ub9ac\uc801 \uc11c\uba85 \ud544\uc694<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud3ec\ud138\uc758 \ub514\uc9c0\ud138 \uc804\uc790 \uc11c\uba85<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud575\uc2ec \uc2dc\uc2a4\ud15c\uc5d0 \uc218\ub3d9\uc73c\ub85c \ub370\uc774\ud130 \uc785\ub825<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>API \ud1b5\ud569\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc790\ub3d9\uc73c\ub85c \ud478\uc2dc<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc601\uc5c5\uc77c \uae30\uc900 15~20\uc77c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc601\uc5c5\uc77c \uae30\uc900 2~3\uc77c<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc804\ud658:<\/strong> \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ub9e4\ucd9c \uac00\uc18d\ud654\ub97c \ub118\uc5b4 \uc6b4\uc601 \ubc0f \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc744 \uc904\uc774\ub294 \ub370\ub3c4 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-lower-operational-and-compliance-risk\">\uc6b4\uc601 \ubc0f \uaddc\uc815 \uc900\uc218 \uc704\ud5d8 \uac10\uc18c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\uc5d0\uc11c \uc790\uc8fc \ub193\uce58\ub294 \ud544\uc218 \ub2e8\uacc4\ub97c \uac15\uc81c\ud569\ub2c8\ub2e4. PEP \uc2a4\ud06c\ub9ac\ub2dd, \uc81c\uc7ac \ubaa9\ub85d \ud655\uc778, \uc790\uae08 \ucd9c\ucc98 \ubb38\uc11c, \uae30\uc5c5 \uace0\uac1d\uc744 \uc704\ud55c UBO \uc218\uc9d1 \ub4f1 \uc774\ub7ec\ud55c \ub2e8\uacc4\ub294 \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc5d0 \ub0b4\uc7a5\ub418\uba74 \uac74\ub108\ub6f0\uac70\ub098 \uc78a\uc5b4\ubc84\ub9b4 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-automation\">\uaddc\uc815 \uc900\uc218 \uc790\ub3d9\ud654<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc704\ud5d8 \uc810\uc218\uac00 \uc815\uc758\ub41c \uc784\uacc4\uac12\uc744 \ucd08\uacfc\ud558\uac70\ub098 \ud544\uc218 \ubb38\uc11c\uac00 \ub204\ub77d\ub418\ub294 \ub4f1 \ud2b9\uc815 \uc870\uac74\uc774 \ucda9\uc871\ub418\uba74 \uc2dc\uc2a4\ud15c\uc740 \uc9c4\ud589\ud558\uae30 \uc804\uc5d0 \uc790\ub3d9\uc73c\ub85c \uc0ac\uac74\uc744 \uaddc\uc815 \uc900\uc218 \ubd80\uc11c\ub85c \ub77c\uc6b0\ud305\ud558\uc5ec \uac80\ud1a0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub204\uac00 \uc5b4\ub5a4 \ub2e8\uacc4\ub97c, \uc5b8\uc81c, \uc5b4\ub5a4 \ub370\uc774\ud130 \uc138\ud2b8\uc5d0 \ub300\ud574 \uc2b9\uc778\ud588\ub294\uc9c0 \ubb38\uc11c\ud654\ub41c \ubcc0\uacbd \ubd88\uac00\ub2a5\ud55c \uac10\uc0ac \ucd94\uc801\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc774 \uac10\uc0ac \ucd94\uc801\uc740 \uc2ec\uc0ac\uad00\uc774 \uaddc\uc815 \uc900\uc218 \uc808\ucc28\ub97c \uc77c\uad00\ub418\uac8c \ub530\ub790\ub2e4\ub294 \ubb38\uc11c\ud654\ub41c \uc99d\uac70\ub97c \uae30\ub300\ud558\ub294 2024~2026\ub144 \uaddc\uc81c \uac80\uc0ac\uc5d0\uc11c \ub9e4\uc6b0 \uc720\uc6a9\ud558\uac8c \ud65c\uc6a9\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud50c\ub7ab\ud3fc\uc740 \ubaa8\ub4e0 \uc2b9\uc778, \ubaa8\ub4e0 \ubb38\uc11c \uc5c5\ub85c\ub4dc, \ubaa8\ub4e0 \uc591\uc2dd \uc791\uc131\uc744 \uae30\ub85d\ud558\uc5ec FINMA, AMLD6 \ubc0f \uae30\ud0c0 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \uc11c\ub958 \ucd94\uc801\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardization-and-error-reduction\">\ud45c\uc900\ud654 \ubc0f \uc624\ub958 \uac10\uc18c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud45c\uc900\ud654\ub41c \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub294 \ubd88\uc77c\uce58\ud55c \ud504\ub85c\uc138\uc2a4\ub85c \uc778\ud574 \ubc1c\uc0dd\ud558\ub294 \uc624\ub958\ub97c \uc81c\uac70\ud558\uae30\ub3c4 \ud569\ub2c8\ub2e4. \uad00\uacc4 \uad00\ub9ac\uc790\ub4e4\uc774 \uac01\uc790 \uc774\uba54\uc77c \ucca8\ubd80\ud30c\uc77c, \uacf5\uc720 \ub124\ud2b8\uc6cc\ud06c \ud3f4\ub354, \ubb3c\ub9ac\uc801 \ubb38\uc11c \ubc14\uc778\ub354 \ub4f1 \uac01\uc790 \ub2e4\ub978 \ubc29\uc2dd\uc73c\ub85c \uc628\ubcf4\ub529\uc744 \ucc98\ub9ac\ud55c\ub2e4\uba74 \uc624\ub958\ub294 \ubc30\uac00\ub429\ub2c8\ub2e4. \uc11c\ub958\uac00 \ubd84\uc2e4\ub418\uace0, \ub2e8\uacc4\ub97c \uac74\ub108\ub6f0\uac8c \ub418\uba70, \ubc84\uc804 \uad00\ub9ac\uac00 \ubd88\uac00\ub2a5\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-critical-compliance-benefits\">\uc911\uc694\ud55c \uaddc\uc815 \uc900\uc218 \ud61c\ud0dd<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud544\uc218 \ub2e8\uacc4\ub97c \uc2dc\ud589\ud558\uba74 \uaddc\uc815 \ubbf8\uc900\uc218 \uc0ac\uace0\uac00 \ucd5c\ub300 70%\uae4c\uc9c0 \uac10\uc18c\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubcc0\uacbd \ubd88\uac00\ub2a5\ud55c \uac10\uc0ac \ucd94\uc801\uc740 \uaddc\uc81c \uac80\uc0ac \uc694\uac74\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud45c\uc900\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub85c \ubc84\uc804 \uad00\ub9ac \uc624\ub958 \ubc0f \ubb38\uc11c \uc190\uc2e4 \ubc29\uc9c0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc804\ud658:<\/strong> \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uaddc\uc815 \uc900\uc218 \ubc0f \uc6b4\uc601\uc0c1\uc758 \uc774\uc810 \uc678\uc5d0\ub3c4 \uace0\uac1d \uacbd\ud5d8\uacfc \uad00\uacc4 \uad6c\ucd95\uc744 \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-improved-client-experience-and-relationship-building\">\ud5a5\uc0c1\ub41c \uace0\uac1d \uacbd\ud5d8 \ubc0f \uad00\uacc4 \uad6c\ucd95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 \ud3ec\ud138 \uae30\ubc18\uc758 \uc0ac\uc6a9\uc790 \uc628\ubcf4\ub529 \uacbd\ud5d8\uc740 \uace0\uac1d\uc774 \uc0c8\ub85c\uc6b4 \uae08\uc735 \uad00\uacc4\ub97c \uc778\uc2dd\ud558\ub294 \ubc29\uc2dd\uc744 \ubcc0\ud654\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portal-based-experience\">\ud3ec\ud138 \uae30\ubc18 \uacbd\ud5d8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc740 \ubbfc\uac10\ud55c \ubb38\uc11c\uac00 \ucca8\ubd80\ub41c \uc554\ud638\ud654\ub418\uc9c0 \uc54a\uc740 \uc774\uba54\uc77c\uc744 \ubcf4\ub0b4\ub294 \ub300\uc2e0 \ube0c\ub79c\ub4dc \ud3ec\ud138\uc5d0 \uc561\uc138\uc2a4\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2e0\ubd84\uc99d \uc5c5\ub85c\ub4dc<\/li>\n\n\n\n<li>\uc124\ubb38\uc9c0 \uc791\uc131<\/li>\n\n\n\n<li>\uba85\ud655\ud55c \uc2dc\uac01\uc801 \uc9c0\ud45c\ub97c \ud1b5\ud574 \uc628\ubcf4\ub529 \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud558\uba74 \uace0\uac1d\uc758 \uc5ec\uc815\uacfc \uc628\ubcf4\ub529 \uc0c1\ud0dc\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc5b4 \uc0ac\uc804 \uc608\ubc29\uc801 \uad00\ub9ac\uac00 \uac00\ub2a5\ud558\uace0 \uace0\uac1d \uc131\uacf5 \uacb0\uacfc\ub97c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud3ec\ud138 \ub0b4 \ubcf4\uc548 \uba54\uc2dc\uc9d5\uc740 \ud769\uc5b4\uc838 \uc788\ub294 \uc774\uba54\uc77c \uc2a4\ub808\ub4dc\ub97c \ub300\uccb4\ud558\uc5ec \ubaa8\ub4e0 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud558\ub098\uc758 \ubb38\uc11c\ud654\ub41c \uc704\uce58\uc5d0 \ubcf4\uad00\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-meeting-modern-client-expectations\">\ud604\ub300 \uace0\uac1d\uc758 \uae30\ub300\uce58 \ucda9\uc871<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc758 HNWI \ubc0f \uae30\uad00 \uace0\uac1d\uc740 \ub354 \ub9ce\uc740 \uac83\uc744 \uae30\ub300\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubaa8\ub4e0 \uae30\uae30\uc5d0\uc11c \uc791\ub3d9\ud558\ub294 \ubaa8\ubc14\uc77c \uc6b0\uc120 \uc778\ud130\ud398\uc774\uc2a4<\/li>\n\n\n\n<li>\ud3b8\ub9ac\ud558\uac8c \uc791\uc5c5\uc744 \uc644\ub8cc\ud560 \uc218 \uc788\ub294 \uc140\ud504 \uc11c\ube44\uc2a4 \uccb4\ud06c\ub9ac\uc2a4\ud2b8<\/li>\n\n\n\n<li>\ud22c\uba85\ud55c \uc0c1\ud0dc \uc5c5\ub370\uc774\ud2b8\ub97c \ud1b5\ud574 \uc628\ubcf4\ub529\uc758 \ud604\uc7ac \uc0c1\ud0dc\uc640 \ub2e4\uc74c\uc5d0 \ud544\uc694\ud55c \uc0ac\ud56d\uc744 \uc815\ud655\ud558\uac8c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uad00\ub8cc\uc801 \uc7a5\uc560\ubb3c\uc744 \ud5e4\uccd0\ub098\uac00\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc790\uc2e0\uc758 \uc2dc\uac04\uc744 \uc18c\uc911\ud788 \uc5ec\uae34\ub2e4\ub294 \ub290\ub08c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc740 \uc774\ub7ec\ud55c \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc2a4\uc704\uc2a4 \ub370\uc774\ud130 \uc0c1\uc8fc \ubc0f \uc740\ud589 \uc218\uc900\uc758 \ubcf4\uc548\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc758 \ub178\ucf54\ub4dc \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc740 \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \uc740\ud589\uc758 \ub2e4\uc591\ud55c \uace0\uac1d\uce35\uc744 \uc704\ud574 \ub2e4\uad6d\uc5b4\ub97c \uc9c0\uc6d0\ud558\uba70 \uac01 \uae30\uad00\uc758 \uc815\uccb4\uc131\uc5d0 \ub9de\uac8c \ube0c\ub79c\ub4dc\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud478\uc2dc \uc54c\ub9bc\uc740 \uc870\uce58\uac00 \ud544\uc694\ud560 \ub54c \uace0\uac1d\uc5d0\uac8c \uc54c\ub824\uc8fc\ubbc0\ub85c \uace0\uac1d\uacfc \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \ubc88\uac70\ub86d\uac8c \uc5f0\ub77d\uc744 \uc8fc\uace0\ubc1b\ub294 \uc77c\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-example\">\uc2e4\uc81c \uc0ac\ub840<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144\uc5d0 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \ud604\ub300\ud654\ud55c \uc81c\ub124\ubc14\uc758 \ud55c \uc911\uacac \ud504\ub77c\uc774\ube57 \uc740\ud589\uc744 \uc608\ub85c \ub4e4\uc5b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \uc774\uc804\uc5d0\ub294 \uc5ec\ub7ec \ucc28\ub840\uc758 \ub300\uba74 \ud68c\uc758\uc640 \ud0dd\ubc30\ub97c \ud1b5\ud55c \ubb38\uc11c \uc804\ub2ec\ub85c \ud3c9\uade0 18\uc77c\uc774 \uac78\ub838\ub358 HNWI \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uac00 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uad6c\ud604 \ud6c4 <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=\"6033\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/a> \uc5ec\uc815\uc5d0\uc11c \ud3c9\uade0 \uc644\ub8cc \uae30\uac04\uc774 5\uc77c\ub85c \ub2e8\ucd95\ub418\uc5c8\uace0 \uc804\ubc18\uc801\uc778 \uace0\uac1d \ub9cc\uc871\ub3c4 \uc810\uc218\ub3c4 \ub192\uc544\uc84c\uc2b5\ub2c8\ub2e4. \uc740\ud589\uc758 \uad00\uacc4 \uad00\ub9ac\uc790\ub4e4\uc740 \uad00\ub9ac \ud6c4\uc18d \uc870\uce58\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uc774 401% \uac10\uc18c\ud558\uc5ec \uad00\uacc4 \uad6c\ucd95\uacfc \ud22c\uc790 \uc870\uc5b8\uc5d0 \ub354 \uc9d1\uc911\ud560 \uc218 \uc788\uac8c \ub418\uc5c8\ub2e4\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc804\ud658:<\/strong> \uc774\uc81c \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc601\ud5a5\uc5d0 \ub300\ud574 \uc0b4\ud3b4\ubcf4\uc558\uc73c\ub2c8 \uad50\uc721\uae30\uad00\uc5d0 \uc801\ud569\ud55c \uc194\ub8e8\uc158\uc744 \uc120\ud0dd\ud560 \ub54c \uace0\ub824\ud574\uc57c \ud560 \uc8fc\uc694 \uae30\ub2a5\uc744 \uac80\ud1a0\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-to-look-for-in-saas-customer-onboarding-software\">SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0\uc11c \ucc3e\uc544\uc57c \ud560 \uc8fc\uc694 \uae30\ub2a5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b9\ud788 \ubcf5\uc7a1\ud55c KYC \uc694\uac74, \ub2e4\uc790\uac04 \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c, \uc5c4\uaca9\ud55c \uc801\ud569\uc131 \uaddc\uce59\uc774 \uc801\uc6a9\ub418\ub294 \uaddc\uc81c \ub300\uc0c1 \ube44\uc988\ub2c8\uc2a4\uc758 \uacbd\uc6b0 \ubaa8\ub4e0 \uc628\ubcf4\ub529 \ub3c4\uad6c\uac00 \ub3d9\uc77c\ud558\uac8c \ub9cc\ub4e4\uc5b4\uc9c0\ub294 \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ud504\ub85c\uc81d\ud2b8 \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uae08\uc735 \uae30\uad00\uc774 \uc694\uad6c\ud558\ub294 \uaddc\uc815 \uc900\uc218 DNA\uac00 \ubd80\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-essential-feature-categories-for-financial-onboarding\">\uae08\uc735 \uc628\ubcf4\ub529\uc744 \uc704\ud55c \ud544\uc218 \uae30\ub2a5 \uce74\ud14c\uace0\ub9ac<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub514\uc9c0\ud138 KYC \uc6cc\ud06c\ud50c\ub85c:<\/strong> \uc870\uac74\ubd80 \ub17c\ub9ac\uac00 \ud3ec\ud568\ub41c \ub3d9\uc801 \uc591\uc2dd, \uc790\ub3d9\ud654\ub41c \uc704\ud5d8 \uc810\uc218, MiFID II \uc124\ubb38\uc9c0, FATCA\/CRS \uc790\uccb4 \uc778\uc99d, \uae30\uc5c5 \uace0\uac1d\uc744 \uc704\ud55c UBO \uc218\uc9d1 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ud1b5\ud569 CRM:<\/strong> \uac00\uad6c \ub9e4\ud551, \uad00\uacc4 \ucd94\uc801, \ub2e4\uc911 \ud1b5\ud654 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uaddc\uc81c \ubd84\ub958 \uae30\ub2a5\uc744 \uac16\ucd98 \uc740\ud589 \uc218\uc900\uc758 \uace0\uac1d \uae30\ub85d<\/li>\n\n\n\n<li><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138:<\/strong> \uc548\uc804\ud55c \ubb38\uc11c \uc5c5\ub85c\ub4dc, \uc9c4\ud589 \uc0c1\ud669 \ucd94\uc801, \uc804\uc790 \uc11c\uba85 \ubc0f \ub2e4\uad6d\uc5b4 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\ub294 \uc140\ud504 \uc11c\ube44\uc2a4 \uc628\ubcf4\ub529 \uc778\ud130\ud398\uc774\uc2a4<\/li>\n\n\n\n<li><strong>\uc790\ub3d9\ud654 \ubc0f \ud50c\ub808\uc774\ubd81:<\/strong> \uc870\uac74\ubd80 \ud2b8\ub9ac\uac70, \uc790\ub3d9 \uc54c\ub9bc, \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uac00 \ud3ec\ud568\ub41c \ud45c\uc900\ud654\ub41c \ud15c\ud50c\ub9bf<\/li>\n\n\n\n<li><strong>\ud559\uc2b5 \uad00\ub9ac \uc2dc\uc2a4\ud15c \ud1b5\ud569:<\/strong> \ud63c\ud569\ud615 \ubc0f \ubaa8\ubc14\uc77c \ud559\uc2b5 \uc635\uc158\uc744 \ud3ec\ud568\ud55c e-\ub7ec\ub2dd \ucf58\ud150\uce20\ub97c \ud1b5\ud574 \uac1c\uc778\ud654\ub41c \uc628\ubcf4\ub529 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uc5ec \uc0ac\uc6a9\uc790 \ucc38\uc5ec\uc640 \ub9de\ucda4\ud615 \uad50\uc721\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc81c\ud488 \ubd84\uc11d \ub3c4\uad6c:<\/strong> \uc628\ubcf4\ub529 \uc911 \uc0ac\uc6a9\uc790 \ud589\ub3d9 \ub370\uc774\ud130\ub97c \ucea1\ucc98\ud558\uace0 \ubd84\uc11d\ud558\uc5ec \uc911\uc694\ud55c \ud65c\uc131\ud654 \uc774\ubca4\ud2b8\uc5d0 \uc9d1\uc911\ud568\uc73c\ub85c\uc368 \ucc38\uc5ec\ub3c4\ub97c \ub192\uc774\uace0 \uac00\uce58 \ucc3d\ucd9c \uc2dc\uac04\uc744 \ub2e8\ucd95\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ubd84\uc11d \ubc0f \ucc38\uc5ec \ucd94\uc801:<\/strong> \uc628\ubcf4\ub529 \uc644\ub8cc \uc2dc\uac04, \uc774\ud0c8\ub960, \ubcd1\ubaa9 \ud604\uc0c1 \uc2dd\ubcc4 \ubc0f \uc0ac\uc6a9\uc790 \ucc38\uc5ec \ud328\ud134\uc5d0 \ub300\ud55c \uc9c0\ud45c<\/li>\n\n\n\n<li><strong>\ubcf4\uc548 \ubc0f \ub370\uc774\ud130 \uc8fc\uad8c:<\/strong> \uc2a4\uc704\uc2a4 \ub610\ub294 EU \ud638\uc2a4\ud305 \uc635\uc158, \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \uae30\ub2a5, \ubbf8\uc0ac\uc6a9 \ubc0f \uc804\uc1a1 \uc911 \uc554\ud638\ud654, \uc138\ubd84\ud654\ub41c \uc5ed\ud560 \uae30\ubc18 \uc561\uc138\uc2a4 \uc81c\uc5b4<\/li>\n\n\n\n<li><strong>\ud1b5\ud569 \uae30\ub2a5:<\/strong> \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ubb38\uc11c \uad00\ub9ac \ubc0f \uc804\uc790 \uc11c\uba85 \uc81c\uacf5\uc5c5\uccb4\uc5d0 \uc5f0\uacb0\ub418\ub294 REST API<\/li>\n\n\n\n<li><strong>AI \uae30\ubc18 \uc9c0\uc6d0:<\/strong> \uc704\ud5d8 \uc810\uc218 \ub9e4\uae30\uae30, \uc591\uc2dd \ubbf8\ub9ac \ucc44\uc6b0\uae30, \ucc28\uc120\ucc45 \uc81c\uc548, \uc790\ub3d9\ud654\ub41c \ubb38\uc11c \ubd84\ub958<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc804\ud658:<\/strong> \uc774\ub7ec\ud55c \uae30\ub2a5\uc744 \uc5fc\ub450\uc5d0 \ub450\uace0 InvestGlass\uac00 \uaddc\uc81c \ub300\uc0c1 \uc0b0\uc5c5\uc5d0\uc11c SaaS \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud558\ub294 \ubc29\ubc95\uc744 \uc0b4\ud3b4\ubcf4\uc138\uc694.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-streamlines-saas-customer-onboarding-for-regulated-industries\">InvestGlass\uac00 \uaddc\uc81c \uc0b0\uc5c5\uc744 \uc704\ud574 SaaS \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud558\ub294 \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uae08\uc735 \uace0\uac1d\uc758 \uc628\ubcf4\ub529 \ubc0f \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uad00\ub9ac\ub97c \uc704\ud574 \ud2b9\ubcc4\ud788 \uad6c\ucd95\ub41c \uc62c\uc778\uc6d0 \uc2a4\uc704\uc2a4 SaaS \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc791\ub3d9\ud569\ub2c8\ub2e4. \uaddc\uc81c\ub41c \uc0ac\uc6a9 \uc0ac\ub840\ub97c \uc704\ud574 \uad11\ubc94\uc704\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815\uc774 \ud544\uc694\ud55c \uc77c\ubc18\uc801\uc778 \uc628\ubcf4\ub529 \ub610\ub294 \ud504\ub85c\uc81d\ud2b8 \ub3c4\uad6c\uc640 \ub2ec\ub9ac InvestGlass\ub294 \uae30\ubcf8\uc801\uc73c\ub85c CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a7%88%ec%bc%80%ed%8c%85-%eb%8f%84%ea%b5%ac\/\" target=\"_blank\" rel=\"noopener\" title=\"\ub9c8\ucf00\ud305\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"6034\">\ub9c8\ucf00\ud305<\/a> \uc790\ub3d9\ud654, \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\uc744 \ud558\ub098\uc758 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uc774\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integration-across-the-client-lifecycle\">\ud074\ub77c\uc774\uc5b8\ud2b8 \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc804\ubc18\uc5d0 \uac78\uce5c \ud1b5\ud569<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud1b5\ud569\uc740 \uae08\uc735 \uace0\uac1d \uc628\ubcf4\ub529\uc774 \ub3c5\ub9bd\uc801\uc778 \uc0ac\uac74\uc774 \uc544\ub2c8\ub77c \uc81c\ud488, \uc11c\ube44\uc2a4, \uadf8\ub9ac\uace0 \uc218\ub144\uc5d0 \uac78\uccd0 \uc774\uc5b4\uc9c0\ub294 \uad00\uacc4\uc758 \uc2dc\uc791\uc774\uae30 \ub54c\ubb38\uc5d0 \uc911\uc694\ud569\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uc911\uc5d0 \ucea1\ucc98\ub41c \ub370\uc774\ud130\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \ucea0\ud398\uc778, \uc815\uae30 \uac80\ud1a0 \ubc0f \uaddc\uc81c \ubcf4\uace0\ub85c \uc6d0\ud65c\ud558\uac8c \ud750\ub97c \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. InvestGlass\ub97c \uc0ac\uc6a9\ud558\uba74 \uc601\uc5c5 \ud504\ub85c\uc138\uc2a4\uac00 \uc644\ub8cc\ub41c \uc9c1\ud6c4 \uc628\ubcf4\ub529 \ud504\ub85c\uc81d\ud2b8\ub97c \uc790\ub3d9\ud654\ud558\uace0 \uc989\uc2dc \ud2b8\ub9ac\uac70\ud560 \uc218 \uc788\uc5b4 \uc2e0\uaddc \uace0\uac1d\uc774 \uc6d0\ud65c\ud558\uac8c \uc804\ud658\ub418\uace0 \uc601\uc5c5\uc5d0\uc11c \uc628\ubcf4\ub529\uae4c\uc9c0 \uc5f0\uc18d\uc131\uc774 \ubcf4\uc7a5\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\ub2a5\uc774 \ubcc4\ub3c4\uc758 \uc2dc\uc2a4\ud15c\uc5d0 \uc788\uc73c\uba74 \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\uac00 \ubc1c\uc0dd\ud558\uace0 \uc218\ub3d9 \uc7ac\uc785\ub825\uc774 \uc624\ub958\ub97c \ubc1c\uc0dd\uc2dc\ud0a4\uba70 \uace0\uac1d \uacbd\ud5d8\uc774 \ub2e8\ud3b8\ud654\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-typical-onboarding-journey-in-investglass\">InvestGlass\uc758 \uc77c\ubc18\uc801\uc778 \uc628\ubcf4\ub529 \uc5ec\uc815<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-1-from-lead-capture-to-qualified-prospect-in-the-crm\">1. CRM\uc5d0\uc11c \ub9ac\ub4dc \ucea1\ucc98\ubd80\ud130 \uc790\uaca9\uc744 \uac16\ucd98 \uc7a0\uc7ac \uace0\uac1d\uae4c\uc9c0<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a0\uc7ac \uace0\uac1d\uc740 \uc5ec\ub7ec \ucc44\ub110\uc744 \ud1b5\ud574 \ub3c4\ucc29\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc6f9\uc0ac\uc774\ud2b8 \uc591\uc2dd<\/li>\n\n\n\n<li>\ucd94\ucc9c \ud504\ub85c\uadf8\ub7a8<\/li>\n\n\n\n<li>\ub124\ud2b8\uc6cc\ud0b9 \uc774\ubca4\ud2b8<\/li>\n\n\n\n<li>\ub514\uc9c0\ud138 \ub9c8\ucf00\ud305 \ucea0\ud398\uc778<\/li>\n\n\n\n<li>\uc9c1\uc811 \ud64d\ubcf4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc774\ub7ec\ud55c \uc7a0\uc7ac \uace0\uac1d\uc744 CRM\uc5d0 \uc9c1\uc811 \ucea1\ucc98\ud558\uc5ec \uac01 \uc7a0\uc7ac \uace0\uac1d\uc744 \ucd9c\ucc98 \ubc0f \uc81c\uacf5\ub41c \ubaa8\ub4e0 \ucd08\uae30 \uc815\ubcf4\uc640 \uc5f0\uacb0\ud569\ub2c8\ub2e4. \ub9c8\ucf00\ud305 \uc2dc\uc2a4\ud15c\uacfc \uc601\uc5c5 \ud504\ub85c\uc138\uc2a4 \uc0ac\uc774\uc758 \ud2c8\uc0c8\ub85c \uc7a0\uc7ac \uace0\uac1d\uc774 \ube60\uc838\ub098\uac00\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub294 \ud504\ub85c\ud544 \ud2b9\uc131\uacfc \ucc38\uc5ec\ub3c4\ub97c \uae30\uc900\uc73c\ub85c \uc7a0\uc7ac \uace0\uac1d\uc5d0\uac8c \uc810\uc218\ub97c \ub9e4\uae41\ub2c8\ub2e4. \uc790\uc0b0 \uaddc\ubaa8\uac00 \ud070 \uac1c\uc778(HNWI)\uc774 \ucde8\ub9ac\ud788\uc5d0\uc11c \uc7ac\ub7c9 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc5d0 \ub300\ud55c \uad00\uc2ec\uc744 \ud45c\ud604\ud558\uba74, \uae30\ubcf8\uc801\uc778 \uc608\uae08 \uc0c1\ud488\uc5d0 \ub300\ud55c \uc18c\ub9e4 \ubb38\uc758\ubcf4\ub2e4 \ub354 \ub192\uc740 \uc810\uc218\ub97c \ubc1b\uac8c \ub429\ub2c8\ub2e4. \ub9ac\ub4dc \uc2a4\ucf54\uc5b4\ub9c1\uc740 \uc801\uc808\ud55c \uc628\ubcf4\ub529 \uacbd\ub85c\ub97c \ud2b8\ub9ac\uac70\ud558\uba70, \uace0\uac00\uce58 \uc7a0\uc7ac \uace0\uac1d\uc740 \ub192\uc740 \uc218\uc900\uc758 \uc628\ubcf4\ub529 \ud750\ub984\uc744 \uac00\uc9c4 \uc120\uc784 RM\uc5d0\uac8c \uc5f0\uacb0\ub418\uace0, \uac04\ub2e8\ud55c \uc0ac\ub840\ub294 \ubcf4\ub2e4 \uc790\ub3d9\ud654\ub41c \uc5ec\uc815\uc744 \ud1b5\ud574 \uc9c4\ud589\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\ub4e0 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \uae30\ub85d, \uc774\uba54\uc77c, \ud1b5\ud654, \ubbf8\ud305 \ub178\ud2b8\uac00 CRM \uae30\ub85d\uc5d0 \uc800\uc7a5\ub418\uc5b4 \uc815\uc2dd KYC\uac00 \uc2dc\uc791\ub418\uae30 \uc804\uc758 \ucee8\ud14d\uc2a4\ud2b8\ub97c \ubcf4\uc874\ud569\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc774 \uc815\uc2dd \uc628\ubcf4\ub529\uc73c\ub85c \uc804\ud658\ud558\uba74 \uad00\uacc4 \uad00\ub9ac\uc790\ub294 \uc774\uc804 \uc0c1\ud638 \uc791\uc6a9\uacfc \uc120\ud638\ub3c4 \ud45c\ud604\uc5d0 \ub300\ud55c \uc644\uc804\ud55c \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc5ec\uc815 \uc608\uc2dc:<\/strong>\ud55c \uc7a0\uc7ac \uace0\uac1d\uc774 \ud68c\uc0ac \uc6f9\uc0ac\uc774\ud2b8\uc5d0\uc11c \uc9c0\uc18d \uac00\ub2a5\ud55c \ud22c\uc790\uc5d0 \uad00\ud55c \ubc31\uc11c\ub97c \ub2e4\uc6b4\ub85c\ub4dc\ud558\uc5ec \uc5f0\ub77d\ucc98 \uc815\ubcf4\ub97c \uc81c\uacf5\ud558\uace0 \ud22c\uc790 \uac00\ub2a5\ud55c \uc790\uc0b0\uc774 1\ubc31\ub9cc \uc2a4\uc704\uc2a4\ud504\ub791 \uc774\uc0c1\uc784\uc744 \ud45c\uc2dc\ud569\ub2c8\ub2e4. \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub294 \uc774\ub97c \uc801\uaca9 \ub9ac\ub4dc\ub85c \ud0dc\uadf8\ud558\uace0 \uc721\uc131 \uc774\uba54\uc77c \uc2dc\ud000\uc2a4\ub97c \uc804\uc1a1\ud55c \ud6c4 \ud574\ub2f9 RM \ud300\uc5d0 \uc54c\ub9bd\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc774 \uacc4\uc88c \uac1c\uc124\uc5d0 \uad00\uc2ec\uc744 \ud45c\uba85\ud558\ub294 \uc751\ub2f5\uc744 \ubcf4\ub0b4\uba74 RM\uc740 \uc7a0\uc7ac \uace0\uac1d\uc758 \uad00\uc2ec\uc0ac \ubc0f \ubc30\uacbd\uc5d0 \ub300\ud55c \uc804\uccb4 \ucee8\ud14d\uc2a4\ud2b8\uc640 \ud568\uaed8 \uacf5\uc2dd\uc801\uc778 \uc628\ubcf4\ub529\uc744 \uc2dc\uc791\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-2-digital-onboarding-and-kyc-in-a-single-flow\">2. \ub2e8\uc77c \ud750\ub984\uc758 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc758 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc5ec\uc815\uc740 \uace0\uac1d\uc774 \uac1c\uc778\ud654\ub41c \ud3ec\ud138\ub85c \uc5f0\uacb0\ub418\ub294 \ubcf4\uc548 \ub9c1\ud06c\ub97c \ubc1b\uc73c\uba74\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4. \ud3ec\ud138 \ub0b4\uc5d0\uc11c \uace0\uac1d\uc740 \uac00\uc774\ub4dc \uacbd\ud5d8\uc744 \uc811\ud558\uac8c \ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac1c\uc778 \uc815\ubcf4 \uc218\uc9d1<\/li>\n\n\n\n<li>\uc2e0\ubd84\uc99d \uc5c5\ub85c\ub4dc<\/li>\n\n\n\n<li>\uc8fc\uc18c \uc99d\uba85 \uc81c\ucd9c<\/li>\n\n\n\n<li>\ub0a9\uc138\uc790 \uac70\uc8fc\uc9c0 \ubc0f FATCA\/CRS \uc790\uccb4 \uc778\uc99d<\/li>\n\n\n\n<li>\uc704\ud5d8 \ud504\ub85c\ud544 \uc124\ubb38\uc9c0<\/li>\n\n\n\n<li>\ud22c\uc790 \uc801\ud569\uc131 \ud3c9\uac00<\/li>\n\n\n\n<li>\ubc95\ub960 \uacc4\uc57d\uc11c \uac80\ud1a0 \ubc0f \uc804\uc790 \uc11c\uba85<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc804\uccb4 \ud504\ub85c\uc138\uc2a4\uc5d0 \uac78\uccd0 \uc900\uc218 \uac80\ud1a0\uac00 \ud544\uc694\ud55c \ud56d\ubaa9\uc744 \ud45c\uc2dc\ud558\ub294 \uaddc\uce59\uc744 \uc801\uc6a9\ud569\ub2c8\ub2e4. PEP \ub9e4\uce6d\uc740 \uac15\ud654\ub41c \uc2e4\uc0ac \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ud2b8\ub9ac\uac70\ud569\ub2c8\ub2e4. \uace0\uc704\ud5d8 \uad6d\uac00 \uc9c0\ud45c\ub294 \uc0c1\uc704 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\ub85c \ub77c\uc6b0\ud305\ub429\ub2c8\ub2e4. \ubd88\uc644\uc804\ud558\uac70\ub098 \ubd88\uc77c\uce58\ud558\ub294 \ub370\uc774\ud130\ub294 \uc0ac\ub840\uac00 \uc9c4\ud589\ub418\uae30 \uc804\uc5d0 \uba85\ud655\ud55c \uc694\uccad\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \ub77c\uc6b0\ud305\uc740 \uad6c\uc131\ub41c \ube44\uc988\ub2c8\uc2a4 \uaddc\uce59\uc744 \uae30\ubc18\uc73c\ub85c \uc790\ub3d9\ud654\ub418\uba70 \uc218\ub3d9 \ubd84\ub958\ub294 \ud544\uc694\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac04\ub2e8\ud55c \ud504\ub85c\ud544\uc744 \uac00\uc9c4 \ub9ac\ud14c\uc77c \uace0\uac1d\uacfc \uc5ec\ub7ec UBO\uac00 \uc788\ub294 \ubcf5\uc7a1\ud55c \uae30\uc5c5 \uad6c\uc870 \ubaa8\ub450 \uc801\uc808\ud55c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \ub530\ub985\ub2c8\ub2e4. \ubc95\uc778 \uc628\ubcf4\ub529 \uc591\uc2dd\uc740 \uac01 \uc218\uc775 \uc18c\uc720\uc790, \uc18c\uc720 \uc9c0\ubd84\uc728, \uac1c\ubcc4 KYC \ub370\uc774\ud130, \ubc95\uc778\uc758 \ud569\ubc95\uc131\uc744 \uc785\uc99d\ud558\ub294 \ubc95\uc778 \ubb38\uc11c\ub97c \ucea1\ucc98\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ub2e8\uc77c \ub514\uc9c0\ud138 \ud504\ub85c\uc138\uc2a4\ub294 \uc774\uc804\uc5d0\ub294 \uc5ec\ub7ec \uac1c\uc758 \uc774\uba54\uc77c, PDF \ucca8\ubd80 \ud30c\uc77c, \uc218\uae30 \uc11c\uba85, \uc218\ub3d9 \ub370\uc774\ud130 \uc785\ub825\uc774 \ud544\uc694\ud588\ub358 \uac83\uc744 \ub300\uccb4\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \ud558\ub098\uc758 \ud3ec\ud138\uc5d0\uc11c \ubaa8\ub4e0 \uc791\uc5c5\uc744 \uc644\ub8cc\ud558\uace0, \uae30\uad00\uc740 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0 \ubc0f \ud575\uc2ec \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc744 \uc704\ud574 \uc900\ube44\ub41c \uad6c\uc870\ud654\ub41c \ub370\uc774\ud130\ub97c \ubc1b\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-3-white-glove-client-portal-experience-with-swiss-hosting\">3. \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uc758 \ud654\uc774\ud2b8 \uae00\ub7ec\ube0c \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \uacbd\ud5d8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud3ec\ud138\uc740 \uac01 \uae30\uad00\uc758 \uc2dc\uac01\uc801 \uc815\uccb4\uc131\uc5d0 \ub9de\ub294 \ube0c\ub79c\ub529 \uc778\ud130\ud398\uc774\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub2e4\uad6d\uc5b4 \uc9c0\uc6d0\uc740 \ub3c5\uc77c\uc5b4, \ud504\ub791\uc2a4\uc5b4, \uc774\ud0c8\ub9ac\uc544\uc5b4, \uc601\uc5b4 \ub4f1 \ud544\uc694\ud55c \uc5b8\uc5b4\ub85c \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \uace0\uac1d \uae30\ubc18\uc744 \uc218\uc6a9\ud569\ub2c8\ub2e4. \uba85\ud655\ud55c \uc9c4\ud589\ub960 \ud45c\uc2dc\uae30\ub294 \uace0\uac1d\uc5d0\uac8c \uc628\ubcf4\ub529 \uc5ec\uc815\uc5d0\uc11c \uc790\uc2e0\uc758 \uc704\uce58, \uc644\ub8cc\ub41c \ud56d\ubaa9 \ubc0f \ub0a8\uc740 \uc791\uc5c5\uc774 \ubb34\uc5c7\uc778\uc9c0 \uc815\ud655\ud558\uac8c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud138 \ucf58\ud150\uce20\ub294 KYC \uc591\uc2dd\uc744 \ub6f0\uc5b4\ub118\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc628\ubcf4\ub529 \uccb4\ud06c\ub9ac\uc2a4\ud2b8, \uc5b4\ub4dc\ubc14\uc774\uc800\uac00 \uc900\ube44\ud55c \ud22c\uc790 \uc81c\uc548\uc11c, \uc704\ud5d8 \ud504\ub85c\ud544\uc5d0 \ub9de\ub294 \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucd94\ucc9c, \uc815\ucc45 \ubb38\uc11c, \uaddc\uc81c \uacf5\uc2dc, \uc0c1\ud488 \ubc0f \uc11c\ube44\uc2a4\uc5d0 \ub300\ud55c \uad50\uc721 \ucf58\ud150\uce20\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud3ec\ud138\uc740 \ub2e8\uc21c\ud55c \uc591\uc2dd \uc218\uc9d1 \uba54\ucee4\ub2c8\uc998\uc774 \uc544\ub2c8\ub77c \uc571 \ub0b4 \uc628\ubcf4\ub529 \uacbd\ud5d8 \uc804\ubc18\uc5d0 \uac78\uce5c \ub9ac\uc18c\uc2a4 \ud5c8\ube0c \uc5ed\ud560\uc744 \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\/2024\/05\/InvestGlass-Automation-2024-1024x701.png\" alt=\"KYC\ub97c \uc704\ud55c InvestGlass \uc790\ub3d9\ud654\" class=\"wp-image-40537\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">KYC\ub97c \uc704\ud55c InvestGlass \uc790\ub3d9\ud654<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c\uc744 \ud544\uc694\ub85c \ud558\ub294 \uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac\uc790\uc758 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\ucdb0 \ub370\uc774\ud130\uc640 \ubb38\uc11c\ub97c \uc2a4\uc704\uc2a4\uc5d0\uc11c \ud638\uc2a4\ud305\ud569\ub2c8\ub2e4. \ubbfc\uac10\ud55c \uae08\uc735 \uc815\ubcf4\uac00 \uc5b4\ub514\uc5d0 \uc788\ub294\uc9c0 \uac71\uc815\ud558\ub294 \uace0\uac1d\uc744 \uc704\ud574 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305\uc740 \ub370\uc774\ud130\uac00 \uc2a4\uc704\uc2a4 \uac1c\uc778\uc815\ubcf4 \ubcf4\ud638\ubc95\uc758 \uc801\uc6a9\uc744 \ubc1b\ub294\ub2e4\ub294 \ud655\uc2e0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790\uc640 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud15c\ud50c\ub9bf\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc5ec\ub7ec \uace0\uac1d \ud3ec\ud138\uc744 \uad00\ub9ac\ud558\uc5ec \ubaa8\ub4e0 \uad00\uacc4\uc5d0\uc11c \uc77c\uad00\ub41c \ub300\uc6b0\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc2e0\uaddc \uace0\uac1d\uc740 RM\uc758 \uccab \ubc88\uc9f8 \uace0\uac1d\uc774\ub4e0 \uc2a4\ubb34 \ubc88\uc9f8 \uace0\uac1d\uc774\ub4e0 \ub3d9\uc77c\ud55c \uc804\ubb38\uc801\uc774\uace0 \uccb4\uacc4\uc801\uc778 \uacbd\ud5d8\uc744 \ubc1b\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-4-portfolio-setup-product-activation-and-ongoing-lifecycle-management\">4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc124\uc815, \uc81c\ud488 \ud65c\uc131\ud654 \ubc0f \uc9c0\uc18d\uc801\uc778 \uc218\uba85 \uc8fc\uae30 \uad00\ub9ac<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529\uc774 \uc644\ub8cc\ub418\uba74 InvestGlass\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uc0c1\ud488 \ubaa8\ub4c8\uc5d0 \ubc14\ub85c \uc5f0\uacb0\ub429\ub2c8\ub2e4. \ud22c\uc790 \uacc4\uc88c\uc758 \uacbd\uc6b0 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uace0\uac1d\uc758 \ubb38\uc11c\ud654\ub41c \uc704\ud5d8 \ud504\ub85c\ud544, \ud22c\uc790 \ubaa9\ud45c, \uc628\ubcf4\ub529 \uc911\uc5d0 \ud30c\uc545\ud55c \ud2b9\uc815 \uc81c\uc57d \uc870\uac74\uc774\ub098 \uc120\ud638\ub3c4\uc5d0 \ub9de\ucdb0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc81c\uc548\ud569\ub2c8\ub2e4. \uc801\ud569\uc131 \ubc0f \uc801\uc808\uc131 \ubb38\uc11c\uac00 \uc790\ub3d9\uc73c\ub85c \uc0dd\uc131\ub418\uc5b4 MiFID II\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \uac10\uc0ac \ucd94\uc801\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf4\ud5d8 \uc0c1\ud488\uc758 \uacbd\uc6b0, \uc774\ubbf8 \uc218\uc9d1\ub41c \ubaa8\ub4e0 \uc0ac\uc2e4 \ud655\uc778 \ubb38\uc11c\uc640 \ud568\uaed8 \uc815\ucc45 \ud65c\uc131\ud654\uac00 \uc9c4\ud589\ub429\ub2c8\ub2e4. \ubc45\ud0b9 \uc0c1\ud488\uc758 \uacbd\uc6b0 \uc774\ubbf8 \ud655\uc778\ub418\uace0 \ud575\uc2ec \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc744 \uc704\ud55c \uc900\ube44\uac00 \uc644\ub8cc\ub41c KYC \ub370\uc774\ud130\ub85c \uacc4\uc88c \uac1c\uc124\uc774 \ud2b8\ub9ac\uac70\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3d9\uc77c\ud55c \ud50c\ub7ab\ud3fc\uc774 \uc9c0\uc18d\uc801\uc778 \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uaddc\uc81c \uc694\uac74 \ub610\ub294 \uc704\ud5d8 \uae30\ubc18 \uc77c\uc815\uc5d0 \ub530\ub77c \ud2b8\ub9ac\uac70\ub418\ub294 \uc815\uae30 KYC \uac80\ud1a0<\/li>\n\n\n\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uacfc \uac80\ud1a0<\/li>\n\n\n\n<li>\uc0c1\ud488 \ubcf4\uc720 \ubd84\uc11d\uc744 \ud1b5\ud574 \ud30c\uc545\ud55c \uad50\ucc28 \ud310\ub9e4 \uae30\ud68c<\/li>\n\n\n\n<li>\uad00\uacc4 \uc0c1\ud0dc \ubaa8\ub2c8\ud130\ub9c1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc911\uc5d0 \ucea1\ucc98\ud55c \ub370\uc774\ud130\ub294 \uc9c0\uc18d\ub418\uba70 \uc774\ud6c4\uc758 \ubaa8\ub4e0 \uc0c1\ud638 \uc791\uc6a9\uc5d0 \uc815\ubcf4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\" id=\"h-lifecycle-continuity-benefits\">\ub77c\uc774\ud504\uc0ac\uc774\ud074 \uc5f0\uc18d\uc131 \uc774\uc810<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc628\ubcf4\ub529 \ub370\uc774\ud130\ub294 \uc815\uae30 \uac80\ud1a0\uc5d0 \uc7ac\uc0ac\uc6a9\ub418\uba70, \ubcc0\uacbd\ub418\uc9c0 \uc54a\uc740 \uc815\ubcf4\ub294 \ub2e4\uc2dc \uc218\uc9d1\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud22c\uc790 \uc801\ud569\uc131 \uc7ac\ud3c9\uac00\ub294 \ubb38\uc11c\ud654\ub41c \uae30\uc900\uc120\uc744 \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uad50\ucc28 \ud310\ub9e4 \uad8c\uc7a5 \uc0ac\ud56d\uc740 \uc804\uccb4 \uc81c\ud488 \ubcf4\uc720\ub7c9\uacfc \uba85\uc2dc\ub41c \ubaa9\ud45c\ub97c \uace0\ub824\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub2e8\uc77c \ud50c\ub7ab\ud3fc\uc73c\ub85c \uac01 \uc218\uba85 \uc8fc\uae30 \ub2e8\uacc4\ubcc4\ub85c \ub2e8\uc808\ub41c \uc2dc\uc2a4\ud15c\uc744 \ud0d0\uc0c9\ud558\ub294 \uac83\uc5d0 \ube44\ud574 \ub9c8\ucc30\uc744 \uc904\uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-5-automation-and-ai-to-reduce-manual-work\">5. \uc218\uc791\uc5c5\uc744 \uc904\uc5ec\uc8fc\ub294 \uc790\ub3d9\ud654 \ubc0f AI<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc790\ub3d9\ud654\ub294 \uad00\uacc4 \uad00\ub9ac\uc790\uc640 \uc6b4\uc601 \ub2f4\ub2f9\uc790\uc758 \uc2dc\uac04\uc744 \uc18c\ubaa8\ud558\ub294 \ubc18\ubcf5\uc801\uc778 \uc791\uc5c5\uc744 \ucc98\ub9ac\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubb38\uc11c \uc5c5\ub85c\ub4dc\uac00 \ubcf4\ub958 \uc911\uc77c \ub54c \uace0\uac1d\uc5d0\uac8c \uc790\ub3d9 \uc54c\ub9bc \uba54\uc2dc\uc9c0\ub97c \ud45c\uc2dc\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc608\uc57d\ub41c \uac80\ud1a0 \uc791\uc5c5\uc740 \uc801\uc808\ud55c \uac04\uaca9\uc73c\ub85c \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790 \ub300\uae30\uc5f4\uc5d0 \ud45c\uc2dc\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uace0\uac1d\uc774 \uc815\ubcf4\ub97c \ub2e4\uc2dc \uc785\ub825\ud558\uc9c0 \uc54a\uace0 \ud655\uc778\ud560 \uc218 \uc788\ub3c4\ub85d \uae30\uc874 CRM \ub370\uc774\ud130\ub85c \ubbf8\ub9ac \ucc44\uc6cc\uc9c0\ub294 \uc591\uc2dd<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uae30\ubc18 \ub3c4\uad6c\ub294 \uc774\ub7ec\ud55c \uae30\ub2a5\uc744 \ub354\uc6b1 \ud655\uc7a5\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \ud504\ub85c\ud544 \uc694\uc57d\uc740 RM\uc774 \uc0c8\ub85c\uc6b4 \uad00\uacc4\ub97c \ube60\ub974\uac8c \uc774\ud574\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc704\ud5d8 \uc124\ubb38\uc9c0 \uc751\ub2f5\uacfc \uba85\uc2dc\ub41c \ubaa9\ud45c\ub97c \uae30\ubc18\uc73c\ub85c \uc801\ud569\uc131 \ub178\ud2b8 \ucd08\uc548 \uc0dd\uc131<\/li>\n\n\n\n<li>\ucc28\uc120\ucc45 \uc81c\uc548\uc740 \uace0\uac1d \ud65c\ub3d9 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c RM\uc774 \uc801\uc808\ud55c \ud6c4\uc18d \uc870\uce58\ub97c \ucde8\ud560 \uc218 \uc788\ub3c4\ub85d \uc548\ub0b4\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc790\ub3d9\ud654\ub294 \ubcf5\uc7a1\ud55c IT \ud504\ub85c\uc81d\ud2b8 \uc5c6\uc774 \uad6c\uc131\ub429\ub2c8\ub2e4. \uc6b4\uc601 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uaddc\uc815\uc774 \ubc1c\uc804\ud568\uc5d0 \ub530\ub77c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc870\uc815\ud558\uace0, FINMA \uc21c\ud658 \ud6c4 \uc0c8 \ud544\ub4dc\ub97c \ucd94\uac00\ud558\uace0, \uc704\ud5d8 \uc810\uc218 \uc784\uacc4\uac12\uc744 \uc870\uc815\ud558\uace0, \uac1c\ubc1c \ub9ac\uc18c\uc2a4\ub098 \uacf5\uae09\uc5c5\uccb4 \uc804\ubb38 \uc11c\ube44\uc2a4\ub97c \uae30\ub2e4\ub9b4 \ud544\uc694 \uc5c6\uc774 \uc0c8\ub85c\uc6b4 \ubb38\uc11c \uc694\uad6c \uc0ac\ud56d\uc744 \uc0dd\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad6c\uccb4\uc801\uc778 \uc608\uc2dc:<\/strong> \uc608\uc804\uc5d0\ub294 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ub2f4\ub2f9\uc790\uac00 \ub9e4\uc8fc 8~10\uc2dc\uac04\uc529 \uc815\uae30\uc801\uc778 KYC \uc5c5\ub370\uc774\ud2b8\ub97c \uac80\ud1a0\ud558\uace0 \ubbf8\ube44\ud55c \ubb38\uc11c\ub97c \ucd94\uc801\ud558\ub294 \ub370 \uc18c\ube44\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc81c \uc790\ub3d9 \uc54c\ub9bc, \ubbf8\ub9ac \uc791\uc131\ub41c \uc591\uc2dd, \uace0\uc704\ud5d8 \uc0ac\ub840\uc758 \uc6b0\uc120\uc21c\uc704\ub97c \uc815\ud558\ub294 \uc704\ud5d8 \uae30\ubc18 \ub77c\uc6b0\ud305\uc744 \ud1b5\ud574 \ub3d9\uc77c\ud55c \uac80\ud1a0\uc5d0 \ub9e4\uc8fc 3~4\uc2dc\uac04\uc774 \uc18c\uc694\ub418\uc5b4 \ub354 \uac00\uce58 \uc788\ub294 \uaddc\uc815 \uc900\uc218 \ud65c\ub3d9\uc5d0 \uc808\ubc18\uc758 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc804\ud658:<\/strong> InvestGlass\uac00 \uc628\ubcf4\ub529\uc744 \uac04\uc18c\ud654\ud558\ub294 \ubc29\ubc95\uc744 \uba85\ud655\ud558\uac8c \uc774\ud574\ud588\uc73c\ub2c8 \uc774\uc81c \uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c SaaS \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc124\uacc4\ud558\uae30 \uc704\ud55c \ubaa8\ubc94 \uc0ac\ub840\ub97c \uc0b4\ud3b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-designing-a-saas-customer-onboarding-process-in-financial-services\">\uae08\uc735 \uc11c\ube44\uc2a4\uc5d0\uc11c SaaS \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc124\uacc4\ud558\ub294 \ubaa8\ubc94 \uc0ac\ub840<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ud504\ud2b8\uc6e8\uc5b4\ub9cc\uc73c\ub85c\ub294 \uc131\uacf5\uc801\uc778 \uc628\ubcf4\ub529\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \ud50c\ub7ab\ud3fc \uae30\ub2a5\uc744 \uc77c\uad00\ub41c \uc2e4\ud589\uc73c\ub85c \uc804\ud658\ud558\ub294 \uc815\uc758\ub418\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uc628\ubcf4\ub529 \ud50c\ub808\uc774\ubd81\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ud6a8\uc728\uc801\uc774\uace0 \ud6a8\uacfc\uc801\uc778 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc704\ud574\uc11c\ub294 \uc62c\ubc14\ub978 \uc628\ubcf4\ub529 \ub3c4\uad6c\ub97c \uc120\ud0dd\ud558\uc5ec \uc6d0\ud65c\ud55c \ud1b5\ud569\uacfc \ud5a5\uc0c1\ub41c \uc0ac\uc6a9\uc790 \uacbd\ud5d8\uc744 \ubcf4\uc7a5\ud558\ub294 \uac83\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-action-oriented-best-practices\">\uc2e4\ud589 \uc9c0\ud5a5 \ubaa8\ubc94 \uc0ac\ub840<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \uc720\ud615, \uad00\ud560\uad8c, \uc81c\ud488 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c \uc704\ud5d8 \uae30\ubc18 \uc5ec\uc815\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ub9e4\ud551\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc810\uc9c4\uc801 \uacf5\uac1c \ubc0f \uc2a4\ub9c8\ud2b8 \uae30\ubcf8\uac12\uc744 \ud1b5\ud574 \uc644\ubcbd\ud55c KYC \ub370\uc774\ud130 \ucea1\ucc98\ub97c \ubcf4\uc7a5\ud558\uba74\uc11c \ub9c8\ucc30\uc744 \ucd5c\uc18c\ud654\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubb38\uc11c \ubc0f \uc124\ubb38\uc9c0 \ud15c\ud50c\ub9bf\uc744 \ud45c\uc900\ud654\ud558\uba74\uc11c \uc801\uc808\ud55c \uc139\uc158\uc5d0\uc11c \uc0c1\ub2f4\uc0ac\uac00 \uac1c\uc778\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \ud575\uc2ec \ubc45\ud0b9 \ubc0f <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> \uc7ac\ud0a4\ub97c \uc5c6\uc560\uae30 \uc704\ud574<\/li>\n\n\n\n<li>\uc62c\ubc14\ub978 \uc628\ubcf4\ub529 \ub3c4\uad6c\uc640 \uc804\ubb38 \uc9c0\uc2dd\uc744 \ud65c\uc6a9\ud558\uc5ec \uc0ac\uc6a9\uc790\uc758 \ub300\uaddc\ubaa8 \uc628\ubcf4\ub529\uc744 \uc9c0\uc6d0\ud568\uc73c\ub85c\uc368 \uc81c\ud488 \ucc44\ud0dd\uc744 \uadf9\ub300\ud654\ud558\uace0 \ub300\uaddc\ubaa8 \uc0ac\uc6a9\uc790\uc758 \uc6d0\ud65c\ud55c \uc804\ud658\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uac01 \uc628\ubcf4\ub529 \ub2e8\uacc4\uc5d0 \ub300\ud55c SLA\ub97c \uc815\uc758\ud558\uace0 \ub300\uc2dc\ubcf4\ub4dc\ub97c \ud1b5\ud574 \uaddc\uc815 \uc900\uc218\ub97c \ucd94\uc801\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\ucd5c\uc885 \uac80\ud1a0 \ub2e8\uacc4\uac00 \uc544\ub2cc \uc5ec\uc815 \uc124\uacc4 \ucd08\uae30\uc5d0 \uaddc\uc815 \uc900\uc218\ub97c \ud3ec\ud568\uc2dc\ud0b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubd84\uc11d \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \uc9c0\uc18d\uc801\uc73c\ub85c \uce21\uc815\ud558\uace0 \ubd84\uae30\ubcc4\ub85c \uc6cc\ud06c\ud50c\ub85c\ub97c \uac1c\uc120\ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-map-risk-based-journeys-and-segment-by-client-type\">\uace0\uac1d \uc720\ud615\ubcc4 \uc704\ud5d8 \uae30\ubc18 \uc5ec\uc815 \ubc0f \uc138\uadf8\uba3c\ud2b8 \ub9e4\ud551<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \ud750\ub984\uc740 \uace0\uac1d \ud2b9\uc131\uc5d0 \ub530\ub77c \ud06c\uac8c \ub2ec\ub77c\uc838\uc57c \ud569\ub2c8\ub2e4. \ub2e8\uc21c \uc800\ucd95 \uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub294 \uac1c\uc778 \uace0\uac1d\uc740 \ud22c\uc790\uc77c\uc784 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc124\uc815\ud558\ub294 HNWI\uc640\ub294 \ub2e4\ub978 \uc808\ucc28\uac00 \ud544\uc694\ud558\uba70, \ubcf5\uc7a1\ud55c UBO \uad6c\uc870\ub97c \uac00\uc9c4 \uae30\uc5c5 \uace0\uac1d\uc774\ub098 \ud2b9\uc815 \ubcf4\uace0 \uc694\uac74\uc744 \uac00\uc9c4 \uae30\uad00 \ud22c\uc790\uc790\uc640\ub294 \ub610 \ub2e4\ub978 \uc808\ucc28\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \ud1b5\ud574 \ud300\uc740 \uac01 \uc138\uadf8\uba3c\ud2b8\ubcc4\ub85c \uc11c\ub85c \ub2e4\ub978 \ud15c\ud50c\ub9bf\uacfc \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub97c \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc704\ud5d8\ub3c4\uac00 \ub0ae\uc740 \uc2a4\uc704\uc2a4 \uac70\uc8fc\uc790\ub294 \uae30\ubcf8 KYC, \ud45c\uc900 \uc704\ud5d8 \uc124\ubb38\uc9c0, \uc2e0\uc18d\ud55c \uc2b9\uc778\uc744 \ud1b5\ud574 \uac04\uc18c\ud654\ub41c \uc808\ucc28\ub97c \uc9c4\ud589\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc5ec\ub7ec \uad00\ud560\uad8c, \uc815\uce58\uc801\uc73c\ub85c \ub178\ucd9c\ub41c \uc778\ubb3c\uacfc\uc758 \uad00\uacc4, \ud2b9\uc774\ud55c \uc790\uae08 \ucd9c\ucc98 \uc2dc\ub098\ub9ac\uc624 \ub4f1 \ubcf5\uc7a1\ud55c \uc790\uc0b0 \uad6c\uc870\ub97c \uac00\uc9c4 \uace0\uc704\ud5d8 \uad6d\uacbd\uc744 \ub118\ub294 \uace0\uac1d\uc740 \ucd94\uac00 \uc11c\ub958 \uc694\uac74\uacfc \uace0\uc704\uae09 \uaddc\uc815 \uc900\uc218 \uac80\ud1a0\uac00 \ud3ec\ud568\ub41c \uac15\ud654\ub41c \uc2e4\uc0ac \uacbd\ub85c\ub97c \ub530\ub985\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e4\uc9c8\uc801\uc778 \ucc28\uc774\uc810:<\/strong> \ub2e8\uc21c \uadfc\ub85c \uc18c\ub4dd\uc774 \uc788\ub294 \uc800\uc704\ud5d8 \uc2a4\uc704\uc2a4 \uac70\uc8fc\uc790\ub294 \ub300\ubd80\ubd84 \uc790\ub3d9\ud654\ub41c \uc808\ucc28\ub97c \ud1b5\ud574 2~3\uc77c \ub0b4\uc5d0 \uc628\ubcf4\ub529\uc744 \uc644\ub8cc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5ec\ub7ec \uad00\ud560\uad8c\uc5d0 \uac78\uccd0 \uc0ac\uc5c5\uc801 \uc774\ud574\uad00\uacc4\ub85c \uc778\ud55c \uc790\uc0b0\uc744 \ubcf4\uc720\ud55c \uace0\uc704\ud5d8 \uad6d\uacbd\uc744 \ub118\ub294 \uace0\uac1d\uc758 \uacbd\uc6b0 \uad11\ubc94\uc704\ud55c \ubb38\uc11c \uc791\uc131, \uc5ec\ub7ec \uaddc\uc815 \uc900\uc218 \uac80\ud1a0, \uc678\ubd80 \uac80\uc99d \uc11c\ube44\uc2a4 \ub4f1\uc73c\ub85c 2~3\uc8fc\uac00 \uc18c\uc694\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-minimize-friction-while-gathering-complete-kyc-data\">\uc644\uc804\ud55c KYC \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\ub294 \ub3d9\uc548 \ub9c8\ucc30 \ucd5c\uc18c\ud654\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c\uc758 \ucca0\uc800\ud568\uacfc \uac04\uc18c\ud654\ub41c \uc0ac\uc6a9\uc790 \uc628\ubcf4\ub529 \uacbd\ud5d8\uc758 \uade0\ud615\uc744 \ub9de\ucd94\ub824\uba74 \uc2e0\uc911\ud55c \uc124\uacc4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc810\uc9c4\uc801 \uacf5\uac1c\ub294 \ubc29\ub300\ud55c \uc591\uc2dd\uc73c\ub85c \uace0\uac1d\uc5d0\uac8c \ubbf8\ub9ac \ubd80\ub2f4\uc744 \uc8fc\ub294 \ub300\uc2e0 \uad00\ub828 \ud56d\ubaa9, \uac1c\uc778 \uc815\ubcf4, \ub0a9\uc138\uc790 \uc815\ubcf4, \uc704\ud5d8 \uc124\ubb38\uc9c0 \uc21c\uc73c\ub85c\ub9cc \ud45c\uc2dc\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ucd08\uc548 \uc800\uc7a5\uc744 \ud1b5\ud574 \uace0\uac1d\uc740 \uc9c4\ud589 \uc0c1\ud669\uc744 \uc783\uc9c0 \uc54a\uace0 \uc77c\uc2dc \uc911\uc9c0\ud588\ub2e4\uac00 \ub2e4\uc2dc \uc2dc\uc791\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ubaa8\ubc14\uc77c \uce5c\ud654\uc801\uc778 \uc591\uc2dd\uc740 \ud734\ub300\ud3f0\uc774\ub098 \ud0dc\ube14\ub9bf\uc5d0\uc11c \uc628\ubcf4\ub529\uc744 \uc644\ub8cc\ud558\ub294 \uac83\uc744 \uc120\ud638\ud558\ub294 \uace0\uac1d\uc744 \uc704\ud55c \uac83\uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uae30\uc874 CRM \uae30\ub85d\uc5d0\uc11c \uace0\uac1d \ub370\uc774\ud130\ub97c \ubbf8\ub9ac \ucc44\uc6b0\ub294 \uae30\ub2a5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc7a0\uc7ac \uace0\uac1d\uc774 \ub9c8\ucf00\ud305 \uc0c1\ud638 \uc791\uc6a9 \uc911\uc5d0 \uc815\ubcf4\ub97c \uc81c\uacf5\ud588\uac70\ub098 \uace0\uac1d\uc774 \uae30\uad00\uacfc \uc774\uc804 \uad00\uacc4\uac00 \uc788\ub294 \uacbd\uc6b0, \ud574\ub2f9 \ub370\uc774\ud130\ub294 \ub2e4\uc2dc \uc785\ub825\ud558\uc9c0 \uc54a\uace0 \ud655\uc778\uc744 \uc704\ud574 \uc628\ubcf4\ub529 \uc591\uc2dd\uc5d0 \ucc44\uc6cc\uc9d1\ub2c8\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \uc911\ub3c4 \uc774\ud0c8\uc744 \uc904\uc774\uace0 \uc644\ub8cc\uc728\uc744 \ub192\uc774\uba70 \ubd88\ub9cc\uc871\uc2a4\ub7ec\uc6b4 \uace0\uac1d\uc758 \uc9c0\uc6d0 \uc694\uccad\uc744 \ucd5c\uc18c\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uac01\uc801 \uc694\uc18c\ub294 \uc9c4\ud589 \uc0c1\ud669\uc744 \uac15\ud654\ud558\uace0 \uc9c0\uac01\ub41c \ubd80\ub2f4\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc9c4\ud589\ub960 \ud45c\uc2dc\uc904\uc5d0 \uc644\ub8cc \ube44\uc728 \ud45c\uc2dc<\/li>\n\n\n\n<li>\ub2e8\uacc4 \ud45c\uc2dc\uae30\ub294 \ub2e4\uc74c \ub2e8\uacc4\ub97c \uba85\ud655\ud558\uac8c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc608\uc0c1 \uc644\ub8cc \uc2dc\uac04\uc740 \uc801\uc808\ud55c \uae30\ub300\uce58\ub97c \uc124\uc815\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c UX \uac1c\uc120\uc740 \uc591\uc2dd \uc644\ub8cc\uc728 \uc99d\uac00, \uc5b4\ub824\uc6b4 \ub2e8\uacc4\uc5d0\uc11c\uc758 \uc774\ud0c8\ub960 \uac10\uc18c, \uace0\uac1d \uc9c0\uc6d0\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04 \uac10\uc18c\uc640 \uac19\uc740 \uac00\uc2dc\uc801\uc778 \uc9c0\ud45c\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardize-templates-but-allow-advisor-personalization\">\ud15c\ud50c\ub9bf\uc744 \ud45c\uc900\ud654\ud558\ub418 \uc0c1\ub2f4\uc6d0 \uac1c\uc778\ud654 \ud5c8\uc6a9\ud558\uae30<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uad00\uc5d0\ub294 \ubb38\uc11c, \uc124\ubb38\uc9c0, \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc704\ud55c \uc740\ud589 \ucc28\uc6d0\uc758 \ud15c\ud50c\ub9bf\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ud45c\uc900\ud654\uac00 \uc5c6\uc73c\uba74 \uac01 \uad00\uacc4 \uad00\ub9ac\uc790\uac00 \uc790\uccb4\uc801\uc778 \ud504\ub85c\uc138\uc2a4\ub97c \uac1c\ubc1c\ud558\uc5ec \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uacfc \uc77c\uad00\uc131 \uc5c6\ub294 \uace0\uac1d \uacbd\ud5d8\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \ud15c\ud50c\ub9bf\uc740 \ud544\uc218 \uaddc\uc815 \ucf58\ud150\uce20\uac00 \uc77c\uad00\ub418\uac8c \ud45c\uc2dc\ub418\uace0, \uc2b9\uc778 \uc21c\uc11c\uac00 \uc815\uc758\ub41c \ud504\ub85c\ud1a0\ucf5c\uc744 \ub530\ub974\uba70, \ubb38\uc11c\uac00 \uae30\uad00\uc758 \ud45c\uc900\uc744 \ucda9\uc871\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3d9\uc2dc\uc5d0, \ub192\uc740 \uc218\uc900\uc758 \uc628\ubcf4\ub529\uc740 \uc778\uac04\uc801\uc778 \uac1c\uc778\ud654\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. InvestGlass \ud15c\ud50c\ub9bf\uc740 \ubc95\ub960 \uacf5\uac1c, \uaddc\uc81c \uad00\ub828 \uc9c8\ubb38\uc9c0, \uaddc\uc815 \uc900\uc218 \ud655\uc778\uacfc \uac19\uc740 \ud544\uc218 \uc139\uc158\uc744 \uace0\uc815\ud558\uba74\uc11c, \uc5b4\ub4dc\ubc14\uc774\uc800 \uba54\ubaa8, \uac1c\uc778\ud654\ub41c \ucd94\ucc9c \ub610\ub294 \ub9de\ucda4\ud615 \ub17c\ud3c9\uc744 \uc704\ud55c \uc139\uc158\uc740 \uc5f4\uc5b4\ub458 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud22c\uc790 \uc815\ucc45\uc11c\uc5d0\ub294 \ud45c\uc900 \uc704\ud5d8 \ubb38\uad6c\uc640 \ud568\uaed8 \ucd08\uae30 \ubbf8\ud305\uc5d0\uc11c \ub17c\uc758\ub41c \uace0\uac1d\uc758 \uba85\uc2dc\uc801\uc778 \uc120\ud638\ub3c4 \ubc0f \uc6b0\ub824 \uc0ac\ud56d\uc5d0 \ub300\ud55c \uc5b4\ub4dc\ubc14\uc774\uc800\ubcc4 \uba54\ubaa8\uac00 \ud3ec\ud568\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uade0\ud615\uc740 \ud504\ub9ac\ubbf8\uc5c4 \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \ucc28\ubcc4\ud654\ud558\ub294 \uc778\uac04\uc801\uc778 \uac10\ub3d9\uc744 \uc720\uc9c0\ud558\uba74\uc11c \ub0b4\ubd80\uc801\uc778 \ud504\ub85c\uc138\uc2a4 \ud611\uc0c1\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4. RM\ub4e4\uc740 \ud15c\ud50c\ub9bf\uc774 \ub2e8\uacc4\ub97c \uac15\uc81c\ud558\uae30 \ub54c\ubb38\uc5d0 \ud2b9\uc815 \ub2e8\uacc4\uac00 \ud544\uc694\ud55c\uc9c0\uc5d0 \ub300\ud574 \ub17c\uc7c1\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uac01 \uace0\uac1d\uc758 \uace0\uc720\ud55c \uc0c1\ud669\uc5d0 \ub300\ud55c \uc774\ud574\ub97c \ubcf4\uc5ec\uc904 \uc720\uc5f0\uc131\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrate-onboarding-with-existing-core-systems\">\uae30\uc874 \ud575\uc2ec \uc2dc\uc2a4\ud15c\uacfc \uc628\ubcf4\ub529 \ud1b5\ud569<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ubb38\uc11c \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc5d0 \uc5f0\uacb0\ud558\uba74 \uc624\ub958\uc640 \uc9c0\uc5f0\uc744 \uc720\ubc1c\ud558\ub294 \uc7ac\ud0a4\uc785\ub825\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. InvestGlass\uc5d0\uc11c \uc628\ubcf4\ub529\uc774 \uc644\ub8cc\ub418\uba74 \uc2b9\uc778\ub41c \uace0\uac1d \ub370\uc774\ud130\uac00 \uacc4\uc88c \uac1c\uc124\uc744 \uc704\ud55c \ud575\uc2ec \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc790\ub3d9\uc73c\ub85c \uc774\ub3d9\ud574\uc57c \ud569\ub2c8\ub2e4. \uc644\ub8cc\ub41c \ubb38\uc11c\ub294 \uae30\uad00\uc758 \ubb38\uc11c \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc5d0 \ubcf4\uad00\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc9c0\uce68\uc740 \ud2b8\ub808\uc774\ub529 \ubc0f \ucee4\uc2a4\ud130\ub514 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc804\uc1a1\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc774\ub7ec\ud55c \ud1b5\ud569 \uc2dc\ub098\ub9ac\uc624\ub97c \uc704\ud55c REST API\uc640 \ucee4\ub125\ud130\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\uc758 \uacbd\uc6b0, \uae30\uad00\uc758 \uc790\uccb4 \uc778\ud504\ub77c \ub0b4\uc5d0\uc11c \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uacfc \uc9c1\uc811 \ud1b5\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\uc6a9\uc801\uc778 \ud1b5\ud569 \ud3ec\uc778\ud2b8\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8 \ub9c8\uc2a4\ud130 \ub370\uc774\ud130 \ub3d9\uae30\ud654<\/li>\n\n\n\n<li>\uacc4\uc815 \ubc0f \uc81c\ud488 \uae30\ub85d<\/li>\n\n\n\n<li>\uc99d\uad8c \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud3ec\uc9c0\uc158<\/li>\n\n\n\n<li>\ubb38\uc11c \ubcf4\uad00 \ubc0f \uac80\uc0c9<\/li>\n\n\n\n<li>\uc804\uc790 \uc11c\uba85 \uacf5\uae09\uc790 \uc5f0\uacb0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad6c\ud604 \ud0c0\uc784\ub77c\uc778 \uc608\uc2dc:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\ub2e8\uacc4<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\uae30\uac04<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\ubc94\uc704<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>1\ub2e8\uacc4: MVP<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8~12\uc8fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \uc591\uc2dd, \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138, \uae30\ubcf8 \uc6cc\ud06c\ud50c\ub85c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>2\ub2e8\uacc4: \ud1b5\ud569<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>3~6\uac1c\uc6d4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud575\uc2ec \ubc45\ud0b9 \uc5f0\uacb0, \ubb38\uc11c \uad00\ub9ac, \uc804\uc790 \uc11c\uba85<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>3\ub2e8\uacc4: \ud655\uc7a5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>3~6\uac1c\uc6d4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucd94\uac00 \uc138\uadf8\uba3c\ud2b8, \uc9c0\uc5ed, CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubaa8\ub4c8<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-measure-and-continuously-improve-onboarding\">\uc628\ubcf4\ub529 \uce21\uc815 \ubc0f \uc9c0\uc18d\uc801\uc778 \uac1c\uc120<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uccb4\uc801\uc778 KPI\ub97c \ucd94\uc801\ud558\uba74 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2dc\uac04 \uacbd\uacfc\uc5d0 \ub530\ub978 \ud3c9\uade0 \uc628\ubcf4\ub529 \uae30\uac04 \ubca4\uce58\ub9c8\ud06c \uc131\ub2a5<\/li>\n\n\n\n<li>\ud074\ub77c\uc774\uc5b8\ud2b8\ub2f9 \uc8fc\uace0\ubc1b\ub294 \uc0c1\ud638\uc791\uc6a9 \ud69f\uc218\ub97c \ud1b5\ud574 \ud504\ub85c\uc138\uc2a4 \ub9c8\ucc30\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>KYC \uac70\ubd80\uc728\uc740 \uc591\uc2dd\uc758 \uba85\ud655\uc131\uacfc \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc758 \ud6a8\uc728\uc131\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ucd5c\uadfc \uc628\ubcf4\ub529\ud55c \uace0\uac1d \uc911 \uccab\ud574 \uc774\ud0c8\ub960\uc740 \uc628\ubcf4\ub529 \uacbd\ud5d8\uc774 \uc131\uacf5\uc801 \uad00\uacc4\ub97c \uad6c\ucd95\ud588\ub294\uc9c0 \uc5ec\ubd80\ub97c \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\ub9ac\uc790\ub294 InvestGlass \ub300\uc2dc\ubcf4\ub4dc\ub97c \ud1b5\ud574 \ud300, \uc9c0\uc810 \ub610\ub294 \uc9c0\uc5ed\uc744 \ube44\uad50\ud558\uc5ec \ucd5c\uace0\uc758 \uc131\uacfc\uc640 \ubcd1\ubaa9 \ud604\uc0c1\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud55c \ud300\uc774 \uc9c0\uc18d\uc801\uc73c\ub85c \uace0\uac1d \uc5d0\uc2a4\uceec\ub808\uc774\uc158 \ud69f\uc218\ub97c \uc904\uc774\uba74\uc11c \uc628\ubcf4\ub529\uc744 \ub354 \ube68\ub9ac \uc644\ub8cc\ud558\ub294 \uacbd\uc6b0, \ud574\ub2f9 \ud300\uc758 \uc0ac\ub840\ub97c \ud1b5\ud574 \ub2e4\ub978 \ud300\uc758 \uad50\uc721\uc5d0 \uc815\ubcf4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\uc815 \uc591\uc2dd\uc774 \ubaa8\ub4e0 \ud300\uc5d0\uc11c \ub192\uc740 \uc774\ud0c8\ub960\uc744 \ubcf4\uc778\ub2e4\uba74 \ud574\ub2f9 \uc591\uc2dd \uc790\uccb4\ub97c \ub2e4\uc2dc \ub514\uc790\uc778\ud574\uc57c \ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6b4\uc601, \uaddc\uc815 \uc900\uc218 \ubc0f \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \uc774\ud574\uad00\uacc4\uc790\uac00 \ud55c\uc790\ub9ac\uc5d0 \ubaa8\uc774\ub294 \ubd84\uae30\ubcc4 \uac80\ud1a0\ub97c \ud1b5\ud574 \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \uc6cc\ud06c\ud50c\ub85c\ub97c \uac1c\uc120\ud558\uae30 \uc704\ud55c \ud3ec\ub7fc\uc744 \ub9cc\ub4ed\ub2c8\ub2e4. \ubb34\uc5c7\uc774 \uc798 \uc791\ub3d9\ud588\ub098\uc694? \uace0\uac1d\uc774 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc5c8\ub358 \ubd80\ubd84\uc740 \ubb34\uc5c7\uc778\uac00\uc694? \uc6cc\ud06c\ud50c\ub85c \uc5c5\ub370\uc774\ud2b8\uac00 \ud544\uc694\ud55c \uaddc\uc815 \ubcc0\uacbd \uc0ac\ud56d\uc740 \ubb34\uc5c7\uc778\uac00\uc694? \uc774\ub7ec\ud55c \ud611\uc5c5 \uac80\ud1a0\ub97c \ud1b5\ud574 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uac00 \uc815\uccb4\ub418\uc9c0 \uc54a\uace0 \ubc1c\uc804\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc804\ud658:<\/strong> \uc774\ub7ec\ud55c \ubaa8\ubc94 \uc0ac\ub840\ub97c \uc5fc\ub450\uc5d0 \ub450\uace0 \uad50\uc721\uae30\uad00\uc5d0 \uc801\ud569\ud55c \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud558\ub294 \ubc29\ubc95\uc744 \uc0b4\ud3b4\ubcf4\uc138\uc694.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-saas-customer-onboarding-software-for-your-bank-or-wealth-firm\">\uc740\ud589 \ub610\ub294 \uc790\uc0b0 \ud68c\uc0ac\ub97c \uc704\ud55c SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud0dd\ud558\ub294 \ubc29\ubc95<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2024~2026\ub144\uc5d0 \uc628\ubcf4\ub529 \ud50c\ub7ab\ud3fc\uc744 \uc120\ud0dd\ud558\ub824\uba74 \uaddc\uc81c, \uae30\uc220 \ubc0f \ube44\uc988\ub2c8\uc2a4 \uae30\uc900\uc758 \uade0\ud615\uc744 \ub9de\ucdb0\uc57c \ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 SaaS \ub3c4\uad6c\ub294 \uc2a4\uc704\uc2a4 \ub610\ub294 EU \uaddc\uc81c \uc694\uac74, \ubcf5\uc7a1\ud55c \uae08\uc735 \uc0c1\ud488 \uc6cc\ud06c\ud50c\ub85c \ub610\ub294 \uc740\ud589 IT \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc774 \uc694\uad6c\ud558\ub294 \ubcf4\uc548 \ud45c\uc900\uc744 \ucda9\uc871\ud558\uc9c0 \ubabb\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud3c9\uac00 \ud504\ub85c\uc138\uc2a4\uc5d0\ub294 \uaddc\uc815 \uc900\uc218, IT, \uc6b4\uc601 \ubc0f \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \uc774\ud574\uad00\uacc4\uc790\uac00 \ucc38\uc5ec\ud558\uc5ec \ubaa8\ub4e0 \uad00\uc810\uc774 \uc758\uc0ac \uacb0\uc815\uc5d0 \ubc18\uc601\ub418\ub3c4\ub85d \ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-evaluation-dimensions\">\uc8fc\uc694 \ud3c9\uac00 \ucc28\uc6d0<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uaddc\uc81c \uc801\ud569\uc131:<\/strong> \ud50c\ub7ab\ud3fc\uc774 FINMA, GDPR, AMLD5\/6 \ubc0f MiFID II \uc694\uad6c \uc0ac\ud56d\uc744 \uae30\ubcf8\uc801\uc73c\ub85c \uc9c0\uc6d0\ud558\ub098\uc694?<\/li>\n\n\n\n<li><strong>\ub370\uc774\ud130 \ubcf4\uc874:<\/strong> \ud544\uc694\uc5d0 \ub530\ub77c \uc2a4\uc704\uc2a4, EU \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud560 \uc218 \uc788\ub098\uc694?<\/li>\n\n\n\n<li><strong>\uad6c\uc131 \uac00\ub2a5\uc131:<\/strong> \uc6b4\uc601\ud300\uc740 \uac1c\ubc1c\uc790 \ub9ac\uc18c\uc2a4\ub098 \uacf5\uae09\uc5c5\uccb4\uc758 \uc804\ubb38 \uc11c\ube44\uc2a4 \uc5c6\uc774\ub3c4 \uc6cc\ud06c\ud50c\ub85c\ub97c \uc870\uc815\ud560 \uc218 \uc788\ub098\uc694?<\/li>\n\n\n\n<li><strong>\uc0ac\uc6a9\uc131:<\/strong> RM, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790 \ubc0f \ucd5c\uc885 \uace0\uac1d\uc5d0\uac8c \uc778\ud130\ud398\uc774\uc2a4\uac00 \uc9c1\uad00\uc801\uc778\uac00\uc694?<\/li>\n\n\n\n<li><strong>\uace0\uac1d \uacbd\ud5d8:<\/strong> \ud3ec\ud138\uc740 HNWI\uc640 \uae30\uad00 \uace0\uac1d\uc758 \uae30\ub300\uc5d0 \ubd80\uc751\ud560 \uc218 \uc788\uc744\uae4c\uc694?<\/li>\n\n\n\n<li><strong>\ud1b5\ud569:<\/strong> \ud50c\ub7ab\ud3fc\uc774 \uae30\uc874\uc758 \ud575\uc2ec \ubc45\ud0b9, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ubb38\uc11c \uc2dc\uc2a4\ud15c\uacfc \uc5f0\uacb0\ub418\ub098\uc694?<\/li>\n\n\n\n<li><strong>\ucd1d \uc18c\uc720 \ube44\uc6a9:<\/strong> \ub77c\uc774\uc120\uc2a4, \uad6c\ud604 \ubc0f \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0\uc5d0 \ub300\ud55c \ud604\uc2e4\uc801\uc778 \ube44\uc6a9\uc740 \uc5bc\ub9c8\uc778\uac00\uc694?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uc8fc\uad8c, \ud1b5\ud569 CRM, \uc790\uc0b0\ubcc4 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc6b0\uc120\uc2dc\ud558\ub294 \uae30\uad00\uc744 \uc704\ud55c \uac15\ub825\ud55c \uc635\uc158\uc785\ub2c8\ub2e4. \uc628\ubcf4\ub529, CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654\ub97c \uacb0\ud569\ud55c \uc774 \ud50c\ub7ab\ud3fc\uc758 \uc62c\uc778\uc6d0 \uc811\uadfc \ubc29\uc2dd\uc740 \uacf5\uae09\uc5c5\uccb4\uc758 \ud655\uc0b0\uacfc \ud1b5\ud569\uc758 \ubcf5\uc7a1\uc131\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-and-data-residency-requirements\">\uaddc\uc81c \ubc0f \ub370\uc774\ud130 \uac70\uc8fc \uc694\uac74<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc2a4\uc704\uc2a4 \ub610\ub294 EU\uc5d0\uc11c \ud638\uc2a4\ud305\ub420 \uc218 \uc788\ub294\uc9c0, \uaddc\uc81c \uae30\uad00\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \uacbd\uc6b0 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\ub97c \uc9c0\uc6d0\ud558\ub294\uc9c0 \uac80\uc99d\ud558\ub294 \uac83\uc774 \ucd08\uae30 \ud3c9\uac00 \ub2e8\uacc4\uac00 \ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ubbf8\uad6d \uae30\ubc18 SaaS \ud50c\ub7ab\ud3fc\uc740 \uc5ec\ub7ec \uad00\ud560\uad8c\uc758 \uba40\ud2f0\ud14c\ub10c\ud2b8 \ud658\uacbd\uc5d0 \ub370\uc774\ud130\ub97c \uc800\uc7a5\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc2a4\uc704\uc2a4 \uc740\ud589 \uae30\ubc00 \ub610\ub294 GDPR \ub370\uc774\ud130 \ud604\uc9c0\ud654 \uc694\uad6c \uc0ac\ud56d\uc774 \uc801\uc6a9\ub418\ub294 \uae30\uad00\uc5d0 \ubcf5\uc7a1\ud55c \ubb38\uc81c\ub97c \uc57c\uae30\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-vendor-selection-checklist-for-cio-ciso\">CIO\/CISO\ub97c \uc704\ud55c \uacf5\uae09\uc5c5\uccb4 \uc120\ud0dd \uccb4\ud06c\ub9ac\uc2a4\ud2b8<\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\uc694\uad6c \uc0ac\ud56d<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uc704\uce58<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uc13c\ud130\ub294 \uc5b4\ub514\uc5d0 \uc704\uce58\ud558\ub098\uc694? \uc2a4\uc704\uc2a4\/EU\ub9cc \uc9c0\uc815\ud560 \uc218 \uc788\ub098\uc694?<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud558\uc704 \ud504\ub85c\uc138\uc11c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub5a4 \uc81c3\uc790\uac00 \ub370\uc774\ud130\uc5d0 \uc561\uc138\uc2a4\ud558\ub098\uc694? \uc5b4\ub514\uc5d0 \uc704\uce58\ud558\ub098\uc694?<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc554\ud638\ud654<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc800\uc7a5 \ubc0f \uc804\uc1a1 \uc2dc \uc5b4\ub5a4 \uc554\ud638\ud654 \ud45c\uc900\uc774 \uc801\uc6a9\ub418\ub098\uc694?<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc778\uc2dc\ub358\ud2b8 \ub300\uc751<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uc548 \uc778\uc2dc\ub358\ud2b8\uc5d0 \ub300\ud55c \uc54c\ub9bc \ud0c0\uc784\ub77c\uc778\uacfc \uc808\ucc28\ub294 \uc5b4\ub5bb\uac8c \ub418\ub098\uc694?<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uac10\uc0ac \uad8c\ud55c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud50c\ub7ab\ud3fc\uc744 \uac10\uc0ac\ud558\uac70\ub098 \uac10\uc0ac \ubcf4\uace0\uc11c(SOC 2, ISO 27001)\ub97c \ubc1b\uc744 \uc218 \uc788\ub098\uc694?<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc628\ud504\ub808\ubbf8\uc2a4 \uc635\uc158<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\uccb4 \uc778\ud504\ub77c \ub0b4\uc5d0 \ud50c\ub7ab\ud3fc\uc744 \ubc30\ud3ec\ud560 \uc218 \uc788\ub098\uc694?<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configurability-without-heavy-it-projects\">\ub300\uaddc\ubaa8 IT \ud504\ub85c\uc81d\ud2b8 \uc5c6\uc774 \uad6c\uc131 \uac00\ub2a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uae30\uad00\uc740 \ub178\ucf54\ub4dc \ub610\ub294 \ub85c\uc6b0\ucf54\ub4dc \uad6c\uc131 \uae30\ub2a5\uc774 \ud544\uc694\ud558\ubbc0\ub85c \uc6b4\uc601\ud300\uc740 2025~2026\ub144\uc5d0 \uaddc\uc81c\uac00 \uc9c4\ud654\ud568\uc5d0 \ub530\ub77c \uc628\ubcf4\ub529\uc5d0 \uc801\uc751\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 FINMA \ud68c\ub78c\uc5d0\uc11c \ucd94\uac00 \uacf5\uc2dc \uc5b8\uc5b4 \ub610\ub294 \uc218\uc815\ub41c \uc704\ud5d8 \ud3c9\uac00 \uae30\uc900\uc744 \uc694\uad6c\ud558\ub294 \uacbd\uc6b0, \uae08\uc735 \uae30\uad00\uc740 \uacf5\uae09\uc5c5\uccb4 \uac1c\ubc1c\uc774\ub098 \ub0b4\ubd80 IT \ud504\ub85c\uc81d\ud2b8\ub97c \uc704\ud574 \uba87 \ub2ec\uc744 \uae30\ub2e4\ub9b4 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub97c \uc0ac\uc6a9\ud558\uba74 \uae30\uc220 \uc804\ubb38\uac00\uac00 \uc544\ub2cc \uc0ac\uc6a9\uc790\ub3c4 \uc0ac\uc6a9\uc790 \uc778\ud130\ud398\uc774\uc2a4\uc5d0\uc11c \uc9c1\uc811 \uc591\uc2dd, \uc6cc\ud06c\ud50c\ub85c, \ud15c\ud50c\ub9bf\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. KYC \uc591\uc2dd\uc5d0 \uc0c8 \ud544\ub4dc\ub97c \ucd94\uac00\ud558\uac70\ub098 \uc870\uac74\ubd80 \ub17c\ub9ac \uaddc\uce59\uc744 \ub9cc\ub4e4\uac70\ub098 \uc2b9\uc778 \uc6cc\ud06c\ud50c\ub85c\ub97c \uc218\uc815\ud560 \ub54c \ucf54\ub4dc\ub97c \ubcc0\uacbd\ud560 \ud544\uc694 \uc5c6\uc774 \uba87 \ubc88\uc758 \ud074\ub9ad\ub9cc\uc73c\ub85c \uc218\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc131 \uae30\ub2a5 \ub355\ubd84\uc5d0 \uc6b4\uc601 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uae30\uc220 \ub9ac\uc18c\uc2a4\uc5d0 \uc758\uc874\ud558\uc9c0 \uc54a\uace0\ub3c4 \ud504\ub85c\uc138\uc2a4\ub97c \uc18c\uc720\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e4\ubb3c \uc608\uc2dc:<\/strong> 10\uc6d4\uc5d0 \ubc1c\ud589\ub418\ub294 FINMA \ud68c\ub78c\uc5d0 \ub530\ub974\uba74 1\uc6d4\uae4c\uc9c0 \uc801\ud569\uc131 \ud3c9\uac00 \uc9c8\ubb38\uc744 \uc5c5\ub370\uc774\ud2b8\ud574\uc57c \ud569\ub2c8\ub2e4. InvestGlass\ub97c \uc0ac\uc6a9\ud558\uba74 \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uba70\uce60 \ub0b4\uc5d0 \uad00\ub828 \uc591\uc2dd\uc744 \uc5c5\ub370\uc774\ud2b8\ud558\uace0 \ud30c\uc77c\ub7ff \uadf8\ub8f9\uacfc \ud14c\uc2a4\ud2b8\ud55c \ud6c4 \ub9c8\uac10\uc77c \uc804\uc5d0 \ud504\ub85c\ub355\uc158\uc5d0 \ubc30\ud3ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ub4dc \uc885\uc18d\ud615 \ud50c\ub7ab\ud3fc\uc5d0\uc11c\ub294 \ub3d9\uc77c\ud55c \ubcc0\uacbd \uc0ac\ud56d\uc744 \uac1c\ubc1c, \ud14c\uc2a4\ud2b8 \ubc0f \ubc30\ud3ec\ud558\ub294 \ub370 6~8\uc8fc\uac00 \uc18c\uc694\ub418\uc5b4 \ub9c8\uac10\uc77c\uc744 \uc644\uc804\ud788 \ub193\uce60 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-user-experience-for-both-internal-teams-and-clients\">\ub0b4\ubd80 \ud300\uacfc \uace0\uac1d \ubaa8\ub450\ub97c \uc704\ud55c \uc0ac\uc6a9\uc790 \uacbd\ud5d8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad00\uacc4 \uad00\ub9ac\uc790, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790, \uc6b4\uc601 \ub2f4\ub2f9\uc790, \ucd5c\uc885 \uace0\uac1d \ubaa8\ub450 \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \uc0c1\ud638\uc791\uc6a9\ud569\ub2c8\ub2e4. \uac01 \uadf8\ub8f9\uc740 \uc11c\ub85c \ub2e4\ub978 \uc694\uad6c \uc0ac\ud56d\uc744 \uac00\uc9c0\uace0 \uc788\uc73c\uba70 \ubcf5\uc7a1\uc131\uc5d0 \ub300\ud55c \ub0b4\uc131\ub3c4 \ub2e4\ub985\ub2c8\ub2e4. RM\uc740 \uace0\uac1d \uad00\uacc4 \ud65c\ub3d9\uc5d0\uc11c \uba40\uc5b4\uc9c0\uc9c0 \uc54a\ub294 \ud6a8\uc728\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790\ub294 \uc2e0\uace0\ub41c \uc0ac\ub840\uc640 \uac10\uc0ac \ucd94\uc801\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uac00\uc2dc\uc131\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uc6b4\uc601 \ub2f4\ub2f9\uc790\ub294 \ub300\uae30\uc5f4\uc744 \uc815\ub9ac\ud558\ub294 \uc791\uc5c5 \uad00\ub9ac \uae30\ub2a5\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uad50\uc721\uc774 \ud544\uc694 \uc5c6\ub294 \uc9c1\uad00\uc801\uc778 \uc140\ud504 \uc11c\ube44\uc2a4 \uc778\ud130\ud398\uc774\uc2a4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uad6d\uc5b4 \uc778\ud130\ud398\uc774\uc2a4\ub294 \ub2e4\uc591\ud55c \uace0\uac1d\uce35\uc744 \ub300\uc0c1\uc73c\ub85c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uc2a4\uc704\uc2a4 \ubc0f \uc720\ub7fd \uc740\ud589\uc5d0 \ud2b9\ud788 \uc911\uc694\ud569\ub2c8\ub2e4. InvestGlass\ub294 \ub3c5\uc77c\uc5b4, \ud504\ub791\uc2a4\uc5b4, \uc774\ud0c8\ub9ac\uc544\uc5b4, \uc601\uc5b4 \ubc0f \uae30\ud0c0 \uc5b8\uc5b4\ub97c \uc9c0\uc6d0\ud558\ubbc0\ub85c \uac01 \uc0ac\uc6a9\uc790\uac00 \ub3d9\uc77c\ud55c \uae30\ubcf8 \ub370\uc774\ud130\uc640 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uacf5\uc720\ud558\uba74\uc11c \uc120\ud638\ud558\ub294 \uc5b8\uc5b4\ub85c \uc791\uc5c5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad6c\uccb4\uc801\uc778 UX \uc2a4\ud1a0\ub9ac:<\/strong> \uc2a4\uc704\uc2a4\uc758 \ud55c \uc911\uacac \uc740\ud589\uc5d0\uc11c\ub294 \uc2e0\uc785 RM\uc774 \uc628\ubcf4\ub529\uc744 \ub3c5\ub9bd\uc801\uc73c\ub85c \ucc98\ub9ac\ud558\uae30 \uc804\uc5d0 2\uc8fc\uac04\uc758 \uad50\uc721\uc774 \ud544\uc694\ud588\uc2b5\ub2c8\ub2e4. \uc5ec\ub7ec \ud654\uba74\uacfc \uc218\ub3d9 \ud578\ub4dc\uc624\ud504\uac00 \uc788\ub294 \ubcf5\uc7a1\ud55c \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc778\ud574 \ud63c\ub780\uacfc \uc624\ub958\uac00 \ubc1c\uc0dd\ud588\uc2b5\ub2c8\ub2e4. InvestGlass\ub97c \uad6c\ud604\ud55c \ud6c4 \uc2e0\uaddc RM \uad50\uc721\uc740 3\uc77c\ub85c \ub2e8\ucd95\ub418\uc5c8\uc73c\uba70, \ub300\ubd80\ubd84\uc758 \ud559\uc2b5\uc740 \uc9c1\uad00\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4\uc758 \uc548\ub0b4\ub97c \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uc624\ub958\uc728\uc740 \uac10\uc18c\ud558\uace0 \uace0\uac1d \ub9cc\uc871\ub3c4\ub294 \ub192\uc544\uc84c\uc73c\uba70 \uad00\ub9ac \uc5c5\ubb34\uc5d0 \uc18c\uc694\ub418\ub294 RM \uc2dc\uac04\uc774 \ud06c\uac8c \uc904\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-total-cost-of-ownership-and-implementation-timeline\">\ucd1d \uc18c\uc720 \ube44\uc6a9 \ubc0f \uad6c\ud604 \uc77c\uc815<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub77c\uc774\uc120\uc2a4, \uad6c\ud604, \ud1b5\ud569 \ubc0f \uc9c0\uc18d\uc801\uc778 \uad6c\uc131 \uc9c0\uc6d0\uc758 \uc8fc\uc694 \ube44\uc6a9 \uad6c\uc131 \uc694\uc18c\ub97c \uc774\ud574\ud558\uba74 \ud604\uc2e4\uc801\uc778 \uc608\uc0b0 \ucc45\uc815\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4. \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9\uc740 \uc0ac\uc6a9\uc790 \uc218 \ubc0f \uc120\ud0dd\ud55c \ubaa8\ub4c8\uc5d0 \ub530\ub77c \ub2e4\ub985\ub2c8\ub2e4. \uad6c\ud604 \ube44\uc6a9\uc740 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \ubcf5\uc7a1\uc131, \ud1b5\ud569 \uc694\uad6c \uc0ac\ud56d \ubc0f \ub9de\ucda4\ud654 \ud544\uc694\uc131\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. \ud1b5\ud569 \ube44\uc6a9\uc740 \uae30\uc874 \ud575\uc2ec \uc2dc\uc2a4\ud15c\uacfc\uc758 \uc5f0\uacb0\uc744 \uc704\ud55c \uae30\uc220\uc801 \ub178\ub825\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uc9c0\uc18d\uc801\uc778 \ube44\uc6a9\uc5d0\ub294 \uc694\uad6c \uc0ac\ud56d\uc774 \uc9c4\ud654\ud568\uc5d0 \ub530\ub77c \uc9c0\uc6d0, \uc720\uc9c0 \uad00\ub9ac \ubc0f \uc8fc\uae30\uc801\uc778 \uad6c\uc131 \uc5c5\ub370\uc774\ud2b8\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud604\uc2e4\uc801\uc778 \uad6c\ud604 \ubc94\uc704:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2ec\uce35\uc801\uc778 \ud575\uc2ec \uc2dc\uc2a4\ud15c \ud1b5\ud569 \uc5c6\uc774 \uc591\uc2dd, \uc6cc\ud06c\ud50c\ub85c \ubc0f \ud3ec\ud138\uc744 \ub2e4\ub8e8\ub294 \uc9d1\uc911\uc801\uc778 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 MVP\ub97c \uc704\ud55c 8~12\uc8fc \uacfc\uc815<\/li>\n\n\n\n<li>\ubc94\uc704 \ubc0f \uc9c0\uc5ed\uc801 \ubcf5\uc7a1\uc131\uc5d0 \ub530\ub77c \uad11\ubc94\uc704\ud55c CRM \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ud1b5\ud569\uc758 \uacbd\uc6b0 3~9\uac1c\uc6d4\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc804\uccb4 CRM \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc30\ud3ec\ub85c \ud655\uc7a5\ud558\uae30 \uc804\uc5d0 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ud30c\uc77c\ub7ff, \uc608\ub97c \ub4e4\uc5b4 \ud55c \uad6d\uac00 \ub610\ub294 \ube44\uc988\ub2c8\uc2a4 \ub77c\uc778\ubd80\ud130 \uc2dc\uc791\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \ucd08\uae30 \ud22c\uc790 \uc704\ud5d8\uc744 \uc904\uc774\uace0, \ud300\uc774 \uc804\ubb38\uc131\uc744 \uc313\uc744 \uc218 \uc788\ub3c4\ub85d \ud558\uba70, \ub354 \uad11\ubc94\uc704\ud55c \ub864\uc544\uc6c3\uc5d0 \ub300\ud55c \uc870\uc9c1\uc801 \uc9c0\uc6d0\uc744 \uad6c\ucd95\ud558\ub294 \uc870\uae30 \uc131\uacf5\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-user-behavior-analysis-in-financial-onboarding\">\uae08\uc735 \uc628\ubcf4\ub529\uc758 \uc0ac\uc6a9\uc790 \ud589\ub3d9 \ubd84\uc11d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\uc6a9\uc790 \ud589\ub3d9\uc744 \uc774\ud574\ud558\ub294 \uac83\uc740 \uaddc\uc81c\ub97c \ubc1b\ub294 \uae08\uc735 \uae30\uad00\uc758 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \ucd5c\uc801\ud654\ud558\ub294 \ub370 \uc788\uc5b4 \uae30\ubcf8\uc785\ub2c8\ub2e4. \uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \uac15\ub825\ud55c \ubd84\uc11d \ubc0f \ubcf4\uace0 \uae30\ub2a5\uc744 \uac16\ucd98 \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud65c\uc6a9\ud558\uc5ec \uc2e0\uaddc \uc0ac\uc6a9\uc790\uac00 \uc628\ubcf4\ub529 \ud750\ub984\uacfc \uc0c1\ud638 \uc791\uc6a9\ud558\ub294 \ubc29\uc2dd, \ucc38\uc5ec\ub97c \uc720\ub3c4\ud558\ub294 \ub2e8\uacc4, \ub9c8\ucc30 \uc9c0\uc810\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \uc778\uc0ac\uc774\ud2b8\ub97c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-user-behavior-analysis\">\uc0ac\uc6a9\uc790 \ud589\ub3d9 \ubd84\uc11d\uc758 \uc8fc\uc694 \uae30\ub2a5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc591\uc2dd \uc791\uc131, \ubb38\uc11c \uc5c5\ub85c\ub4dc, \uac01 \ub2e8\uacc4\uc5d0 \uc18c\uc694\ub41c \uc2dc\uac04 \ub4f1 \uc628\ubcf4\ub529 \uc5ec\uc815 \ub0b4 \ubaa8\ub4e0 \uc0ac\uc6a9\uc790 \uc0c1\ud638 \uc791\uc6a9\uc744 \ucd94\uc801\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uad50\uc721 \ucf58\ud150\uce20 \ubc0f \uc628\ubcf4\ub529 \ub9ac\uc18c\uc2a4\uc5d0 \ub300\ud55c \uc0ac\uc6a9\uc790 \ucc38\uc5ec \ubaa8\ub2c8\ud130\ub9c1<\/li>\n\n\n\n<li>\uc571 \ub0b4 \uc124\ubb38\uc870\uc0ac \ub610\ub294 \uc9c1\uc811 \ud3ec\ud138 \uc785\ub825\uc744 \ud1b5\ud574 \uc0ac\uc6a9\uc790 \ud53c\ub4dc\ubc31 \uc218\uc9d1 \ubc0f \ubd84\uc11d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \ubd84\uc11d\uc744 \ud1b5\ud574 \uc628\ubcf4\ub529 \ud300\uc740 \ud589\ub3d9\uc5d0 \ub530\ub77c \uc0ac\uc6a9\uc790\ub97c \ubd84\ub958\ud558\uace0, \ud2b9\uc815 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\uac8c \uc628\ubcf4\ub529 \ub9ac\uc18c\uc2a4\ub97c \ub9de\ucda4\ud654\ud558\uba70, \uc774\ud0c8 \uc9c0\uc810\uc744 \uc0ac\uc804\uc5d0 \ud574\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \ubcf4\uace0 \uae30\ub2a5\uc744 \ud1b5\ud574 \ud2b9\uc815 \uc591\uc2dd\uc5d0\uc11c \uc0c1\ub2f9\uc218\uc758 \uc0ac\uc6a9\uc790\uac00 \ud504\ub85c\uc138\uc2a4\ub97c \ud3ec\uae30\ud558\ub294 \uac83\uc73c\ub85c \ubc1d\ud600\uc9c0\uba74 \uc628\ubcf4\ub529 \ud300\uc740 \ud574\ub2f9 \ub2e8\uacc4\ub97c \uba85\ud655\ud558\uace0 \uc27d\uac8c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub3c4\ub85d \uc7ac\uc124\uacc4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub370\uc774\ud130 \uc911\uc2ec \uc811\uadfc \ubc29\uc2dd\uc740 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uac00 \uaddc\uc815\uc744 \uc900\uc218\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc0ac\uc6a9\uc790 \uc911\uc2ec\uc73c\ub85c \uc9c4\ud589\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud558\uc5ec \uc644\ub8cc\uc728\uacfc \uc804\ubc18\uc801\uc778 \uace0\uac1d \ub9cc\uc871\ub3c4\ub97c \ub192\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-product-adoption-strategy-for-financial-institutions\">\uae08\uc735 \uae30\uad00\uc744 \uc704\ud55c \uc81c\ud488 \ub3c4\uc785 \uc804\ub7b5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc774 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc644\ub8cc\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc81c\uacf5\ub418\ub294 \uae08\uc735 \uc0c1\ud488\uacfc \uc11c\ube44\uc2a4\ub97c \uc644\uc804\ud788 \uc218\uc6a9\ud558\ub3c4\ub85d \ud558\ub824\uba74 \uc798 \uc815\uc758\ub41c \uc0c1\ud488 \ucc44\ud0dd \uc804\ub7b5\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc131\uacf5\uc801\uc778 \uc81c\ud488 \ub3c4\uc785\uc740 \uac01 \uace0\uac1d\uc758 \uace0\uc720\ud55c \uc694\uad6c \uc0ac\ud56d, \ubaa9\ud45c, \uae30\ub300\uce58\ub97c \uae4a\uc774 \uc774\ud574\ud558\ub294 \uac83\uc5d0\uc11c \uc2dc\uc791\ub429\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uccab \ubc88\uc9f8 \uc0c1\ud638\uc791\uc6a9\ubd80\ud130 \uc774\ub7ec\ud55c \uc694\uad6c\uc5d0 \ubd80\ud569\ud558\ub294 \uac1c\uc778\ud654\ub41c \uc628\ubcf4\ub529 \uacbd\ud5d8\uc744 \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uc911\ucd94\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-an-effective-product-adoption-strategy\">\ud6a8\uacfc\uc801\uc778 \uc81c\ud488 \ucc44\ud0dd \uc804\ub7b5\uc758 \uc8fc\uc694 \ud2b9\uc9d5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \uc5ec\uc815\uc744 \ub9e4\ud551\ud558\uace0 \uc0ac\uc6a9\uc790\uc5d0\uac8c \uc8fc\uc694 \uc81c\ud488 \uae30\ub2a5\uc744 \uc548\ub0b4\ud558\ub294 \uc628\ubcf4\ub529 \ud50c\ub85c\uc6b0\ub97c \uc124\uacc4\ud558\uc138\uc694.<\/li>\n\n\n\n<li>\uc9c0\uc18d\uc801\uc778 \ucc38\uc5ec\ub97c \uc7a5\ub824\ud558\uae30 \uc704\ud55c \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0 \uc81c\uacf5<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc790\ub3d9\ud654 \ubc0f \ud0c0\uac9f\ud305\ub41c \uc628\ubcf4\ub529 \ub9ac\uc18c\uc2a4 \uc81c\uacf5<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529 \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud558\uc5ec \ub4a4\ucc98\uc9c0\ub294 \uace0\uac1d\uc774 \uc5c6\ub3c4\ub85d \ud558\uc138\uc694.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uc18d\uc801\uc778 \ucc38\uc5ec\ub294 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uace0\uac1d \uc628\ubcf4\ub529\uc740 \uacc4\uc815 \ud65c\uc131\ud654\ub85c \ub05d\ub098\ub294 \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc815\uae30\uc801\uc778 \uc810\uac80, \uad50\uc721 \ucf58\ud150\uce20, \uc120\uc81c\uc801\uc778 \uc9c0\uc6d0\uc740 \uace0\uac1d\uc774 \ud22c\uc790 \uac00\uce58\ub97c \uc628\uc804\ud788 \uc2e4\ud604\ud558\ub3c4\ub85d \ub3d5\uace0, \uc81c\ud488 \ucc44\ud0dd\ub960\uc744 \ub192\uc774\uba70 \uc7a5\uae30\uc801\uc778 \ucda9\uc131\ub3c4\ub97c \uc774\ub04c\uc5b4\ub0c5\ub2c8\ub2e4. \uae08\uc735\uae30\uad00\uc740 \uc774\ub7ec\ud55c \uc694\uc18c\ub97c \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc5d0 \ud1b5\ud569\ud568\uc73c\ub85c\uc368 \uac00\uce58 \uc2e4\ud604 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0, \uc774\ud0c8\uc744 \uc904\uc774\uba70, \uc81c\ud488 \uc81c\uacf5\uc758 \ud6a8\uacfc\ub97c \uadf9\ub300\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-onboarding-team-and-resources-building-a-high-performing-onboarding-function\">\uc628\ubcf4\ub529 \ud300 \ubc0f \ub9ac\uc18c\uc2a4 \uace0\uc131\ub2a5 \uc628\ubcf4\ub529 \uae30\ub2a5 \uad6c\ucd95\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6b0\uc218\ud55c \uc628\ubcf4\ub529 \uae30\ub2a5\uc740 \uc804\ub2f4 \ud300\uacfc \uc801\uc808\ud55c \ub9ac\uc18c\uc2a4\uc758 \ud1a0\ub300 \uc704\uc5d0 \uad6c\ucd95\ub429\ub2c8\ub2e4. \uace0\uac1d \uc131\uacf5 \uad00\ub9ac\uc790\ub294 \uc804\uccb4 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc870\uc728\ud558\uace0 \uac01 \uc2e0\uaddc \uace0\uac1d\uc774 \uc6d0\ud65c\ud558\uace0 \uac1c\uc778\ud654\ub41c \uacbd\ud5d8\uc744 \uc81c\uacf5\ubc1b\uc744 \uc218 \uc788\ub3c4\ub85d \ubcf4\uc7a5\ud558\ub294 \ud575\uc2ec \uc5ed\ud560\uc744 \ub2f4\ub2f9\ud569\ub2c8\ub2e4. \uae30\uc220 \uc804\ubb38\uac00 \ubc0f \uad50\uc721 \ub2f4\ub2f9\uc790\uc640 \uac19\uc740 \uc9c0\uc6d0 \uc5ed\ud560\uc740 \uc628\ubcf4\ub529 \uc5ec\uc815\uc758 \ubaa8\ub4e0 \ub2e8\uacc4\uc5d0\uc11c \uc804\ubb38 \uc9c0\uc2dd\uacfc \uc548\ub0b4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-resources-for-onboarding-teams\">\ud300 \uc628\ubcf4\ub529\uc744 \uc704\ud55c \uc8fc\uc694 \ub9ac\uc18c\uc2a4<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c \ubc0f \uc791\uc5c5 \uad00\ub9ac \ub3c4\uad6c\ub97c \uac16\ucd98 \uace0\uae09 \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4<\/li>\n\n\n\n<li>\ud300 \ub0b4 \ubc0f \uace0\uac1d\uacfc\uc758 \uba85\ud655\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ucc44\ub110<\/li>\n\n\n\n<li>\uad50\uc721 \uc790\ub8cc \ubc0f \uc9c0\uc6d0 \ubb38\uc11c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \ud300\uc5d0 \uc801\uc808\ud55c \ub3c4\uad6c\uc640 \ub9ac\uc18c\uc2a4\ub97c \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uae08\uc735 \uae30\uad00\uc740 \ubaa8\ub4e0 \uc2e0\uaddc \uace0\uac1d\uc774 \uc131\uacf5\uc801\uc778 \uc628\ubcf4\ub529 \uacbd\ud5d8\uc5d0 \ud544\uc694\ud55c \uad00\uc2ec\uacfc \uc9c0\uc6d0\uc744 \ubc1b\uc744 \uc218 \uc788\ub3c4\ub85d \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud611\uc5c5\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc804\uccb4 \uace0\uac1d \ub77c\uc774\ud504\uc0ac\uc774\ud074\uc5d0 \uac78\uccd0 \uace0\uac1d\uc758 \uc131\uacf5\uacfc \ub9cc\uc871\uc744 \uc774\ub04c\uc5b4\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-communication-and-support-during-onboarding\">\uc628\ubcf4\ub529 \uc911 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \uc9c0\uc6d0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uacfc\uc801\uc778 \uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uacfc \uc9c0\uc6d0\uc740 \uc131\uacf5\uc801\uc778 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc740 \uc628\ubcf4\ub529 \uc5ec\uc815\uc758 \uac01 \ub2e8\uacc4\uc5d0\uc11c \uace0\uac1d\uc744 \uc548\ub0b4\ud560 \uc218 \uc788\ub294 \uba85\ud655\ud558\uace0 \uac04\uacb0\ud55c \uc815\ubcf4\uc640 \uc2e0\uc18d\ud55c \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud574\uc57c \ud569\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc778\uc571 \uba54\uc2dc\uc9d5, \uc774\uba54\uc77c \uc9c0\uc6d0, \uc2e4\uc2dc\uac04 \uc54c\ub9bc \ub4f1 \ub2e4\uc591\ud55c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub3c4\uad6c\ub97c \uc81c\uacf5\ud558\uc5ec \uc774\ub7ec\ud55c \uacbd\ud5d8\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-customer-communication-and-support\">\uace0\uac1d \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \uc9c0\uc6d0\uc758 \uc8fc\uc694 \uae30\ub2a5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac01 \uace0\uac1d\uc758 \ud2b9\uc815 \uc694\uad6c \uc0ac\ud56d\uacfc \uc628\ubcf4\ub529 \ub2e8\uacc4\uc5d0 \ub9de\ucd98 \ub9de\ucda4\ud615 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158<\/li>\n\n\n\n<li>\uc2dc\uae30\uc801\uc808\ud55c \uc548\ub0b4, \uc9c8\ubb38\uc5d0 \ub300\ud55c \ub2f5\ubcc0 \ubc0f \ubb38\uc81c \ubc1c\uc0dd \uc2dc \ubb38\uc81c \ud574\uacb0<\/li>\n\n\n\n<li>\uc628\ubcf4\ub529 \uc644\ub8cc \ud6c4\uc5d0\ub3c4 \uc9c0\uc18d\uc801\uc778 \uc9c0\uc6d0, \ub3c4\uc6c0\ub9d0 \ub9ac\uc18c\uc2a4\uc5d0 \uc27d\uac8c \uc561\uc138\uc2a4 \uac00\ub2a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uae30\uad00\uc740 \uc5f4\ub9b0 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ub77c\uc778\uc744 \uc720\uc9c0\ud558\uace0 \uc9c0\uc6d0 \ub9ac\uc18c\uc2a4\uc5d0 \uc27d\uac8c \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub3c4\ub85d \ud568\uc73c\ub85c\uc368 \uc7a5\uae30\uc801\uc778 \uace0\uac1d \ucc38\uc5ec\uc640 \ub9cc\uc871\uc744 \ucd09\uc9c4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0ac\uc804 \uc608\ubc29\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \uc628\ubcf4\ub529 \ub9c8\ucc30\uc744 \uc904\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc9c0\uc18d\uc801\uc778 \uace0\uac1d \uad00\uacc4\uc640 \uc9c0\uc18d\uc801\uc778 \uc131\uacf5\uc744 \uc704\ud55c \ud1a0\ub300\ub97c \ub9c8\ub828\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-about-saas-customer-onboarding-software\">SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \ub300\ud574 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc9c8\ubb38\uc740 2024~2026\ub144\uc5d0 \uc628\ubcf4\ub529 \uc194\ub8e8\uc158\uc744 \ud3c9\uac00\ud558\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc790 \ubc0f \uaddc\uc81c \uae30\uad00\uc73c\ub85c\ubd80\ud130 InvestGlass\uac00 \ubc1b\uc740 \uc77c\ubc18\uc801\uc778 \ubb38\uc758\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \uac01 \ub2f5\ubcc0\uc740 \uc77c\ubc18\uc801\uc778 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uace0\ub824 \uc0ac\ud56d\ubcf4\ub2e4\ub294 \uae08\uc735 \uc11c\ube44\uc2a4\uc758 \ud2b9\uc815 \ucee8\ud14d\uc2a4\ud2b8\ub97c \ub2e4\ub8e8\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-difference-between-saas-customer-onboarding-and-digital-kyc\">SaaS \uace0\uac1d \uc628\ubcf4\ub529\uacfc \ub514\uc9c0\ud138 KYC\uc758 \ucc28\uc774\uc810\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 KYC\ub294 \uad11\ubc94\uc704\ud55c \uc628\ubcf4\ub529 \uc5ec\uc815\uc758 \ud55c \uad6c\uc131 \uc694\uc18c\ub85c, \ud2b9\ud788 \ub2e4\uc74c \uc0ac\ud56d\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%eb%b3%b8%ec%9d%b8-%ec%9d%b8%ec%a6%9d%ec%9d%b4%eb%9e%80-%eb%ac%b4%ec%97%87%ec%9d%b4%eb%a9%b0-%ec%96%b4%eb%96%bb%ea%b2%8c-%ec%9e%91%eb%8f%99%ed%95%98%eb%82%98%ec%9a%94\/\" target=\"_self\">\uc2e0\uc6d0 \ud655\uc778<\/a> \ubc0f \uaddc\uc81c \ud655\uc778\uc744 \uc218\ud589\ud569\ub2c8\ub2e4. KYC\ub294 \uace0\uac1d\uc774 \ub204\uad6c\uc778\uc9c0 \ud655\uc778\ud558\uace0, \uc704\ud5d8 \uc694\uc18c\ub97c \ud3c9\uac00\ud558\uba70, \uace0\uac1d \uc2dd\ubcc4\uc744 \uc704\ud55c \uaddc\uc81c \uc694\uac74\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4. \uc628\ubcf4\ub529\uc740 \uacc4\uc57d\uc11c \uc11c\uba85\ubd80\ud130 \uccab \ubc88\uc9f8 \uac00\uce58\uc5d0 \uc774\ub974\ub294 \uc804\uccb4 \uc5ec\uc815\uc744 \ud3ec\ud568\ud558\uba70, KYC\ub97c \ube44\ub86f\ud558\uc5ec \uc0c1\ud488 \uc124\uc815, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac1c\uc124, \ubb38\uc11c \uc791\uc131 \ubc0f \uad00\uacc4 \uad6c\ucd95\uae4c\uc9c0 \ud655\uc7a5\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2e0\uc6d0 \ud655\uc778\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc804\uccb4 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \ucc98\ub9ac\ud558\uae30 \uc704\ud574 KYC\uc640 CRM, \uc6cc\ud06c\ud50c\ub85c \ubc0f \uace0\uac1d \ud3ec\ud138 \uae30\ub2a5\uc744 \uacb0\ud569\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 KYC \uc778\uc99d\uc744 \ud1b5\uacfc\ud55c \ud6c4 \uc989\uc2dc \ud22c\uc790 \uc81c\uc548\uc11c\ub97c \ubc1b\uace0, \uc801\ud569\uc131 \ubb38\uc11c\ub97c \uc791\uc131\ud558\uace0, \uacc4\uc57d\uc11c\ub97c \uac80\ud1a0 \ubc0f \uc11c\uba85\ud558\uace0, \uc0c8\ub85c\uc6b4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \uc561\uc138\uc2a4\ud558\ub294 \ubaa8\ub4e0 \uacfc\uc815\uc744 \ub3d9\uc77c\ud55c \ud50c\ub7ab\ud3fc\uacfc \ud3ec\ud138 \ud658\uacbd\uc5d0\uc11c \uc218\ud589\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\ub2a5\uc744 \uc5ec\ub7ec \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ubd84\ub9ac\ud558\uba74 \ud578\ub4dc\uc624\ud504 \uc9c0\uc5f0\uacfc \ud30c\ud3b8\ud654\ub41c \uacbd\ud5d8\uc774 \ubc1c\uc0dd\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-saas-onboarding-software-support-both-high-touch-and-self-serve-models\">SaaS \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \ud558\uc774\ud130\uce58 \ubc0f \uc140\ud504 \uc11c\ube44\uc2a4 \ubaa8\ub378\uc744 \ubaa8\ub450 \uc9c0\uc6d0\ud560 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uacfc \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 \ub450 \uac00\uc9c0 \uc811\uadfc \ubc29\uc2dd\uc774 \ubaa8\ub450 \ud544\uc694\ud55c \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. HNWI \uace0\uac1d\uacfc \ubcf5\uc7a1\ud55c \uae30\uc5c5 \uad00\uacc4\ub294 RM\uc758 \uc0c1\ub2f9\ud55c \uac1c\uc785, \uc548\ub0b4 \ud3ec\ud138 \uc138\uc158, \uac1c\uc778\ud654\ub41c \uad00\uc2ec\uc744 \ud1b5\ud55c \ud558\uc774\ud130\uce58 \uc628\ubcf4\ub529\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ub300\ub7c9 \ubd80\uc720\uce35 \ub610\ub294 \uc18c\ub9e4 \uace0\uac1d\uc740 \uc790\ub3d9\ud654\ub41c \uc548\ub0b4\uc640 \ucd5c\uc18c\ud55c\uc758 RM \uac1c\uc785\uc744 \ud1b5\ud55c \ud6a8\uc728\uc801\uc774\uace0 \uc140\ud504 \uc11c\ube44\uc2a4 \ud50c\ub85c\uc6b0\ub97c \uc120\ud638\ud560 \uc218 \uc788\uc73c\uba70, \uae30\uad00\uc740 \ud6a8\uc728\uc131\uc744 \uc694\uad6c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub3d9\uc77c\ud55c \ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \ub450 \uac00\uc9c0 \ubaa8\ub378\uc744 \ubaa8\ub450 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. RM\uc740 \ud3ec\ud138 \uc138\uc158\uc744 \ud1b5\ud574 \uc2e4\uc2dc\uac04\uc73c\ub85c \uc0ac\uc6a9\uc790\ub97c \uc548\ub0b4\ud558\uace0 \uace0\uac1d\uc774 \uc591\uc2dd\uc744 \uc791\uc131\ud560 \ub54c \ub3c4\uc6c0\uc744 \uc81c\uacf5\ud558\uace0 \uc9c8\ubb38\uc5d0 \ub2f5\ubcc0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub978 \uace0\uac1d\uc740 \uc790\ub3d9 \uc54c\ub9bc\uc744 \ud1b5\ud574 \uc870\uce58\ub97c \ucd09\uad6c\ud558\uace0 \ud544\uc694\ud55c \uacbd\uc6b0\uc5d0\ub9cc RM\uc5d0\uac8c \uc5d0\uc2a4\uceec\ub808\uc774\uc158\ud558\ub294 \ub4f1 \ub3c5\ub9bd\uc801\uc73c\ub85c \ub2e8\uacc4\ub97c \uc644\ub8cc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc870\uac74\ubd80 \ucf58\ud150\uce20 \ud45c\uc2dc, \uc228\uae38 \uc218 \uc788\ub294 \uc139\uc158, \ucd5c\uc885 \uc2b9\uc778 \uc804 \uc5b4\ub4dc\ubc14\uc774\uc800 \uac80\ud1a0 \ub2e8\uacc4\uc640 \uac19\uc740 \uc2e4\uc6a9\uc801\uc778 \uc81c\uc5b4 \uae30\ub2a5\uc744 \ud1b5\ud574 \ub2e4\uc591\ud55c \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub9de\uac8c \uc720\uc5f0\ud558\uac8c \uad6c\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc720\uc5f0\uc131\uc740 \uc5ec\uc815 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc0ac\ub78c\uc758 \uac1c\uc785\uc744 \ucd5c\uc18c\ud654\ud558\ub294 \ube44\uaddc\uc81c \uc0b0\uc5c5\uc5d0\uc11c \ud754\ud788 \ubcfc \uc218 \uc788\ub294 \uc21c\uc218 \uc140\ud504 \uc11c\ube44\uc2a4 SaaS \uc628\ubcf4\ub529 \ub3c4\uad6c\uc640 \ub300\uc870\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-integrate-with-existing-banking-or-insurance-systems\">InvestGlass\ub294 \uae30\uc874 \uc740\ud589 \ub610\ub294 \ubcf4\ud5d8 \uc2dc\uc2a4\ud15c\uacfc \uc5b4\ub5bb\uac8c \ud1b5\ud569\ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ud50c\ub7ab\ud3fc, \ubb38\uc11c \uad00\ub9ac \uc2dc\uc2a4\ud15c, \uc804\uc790 \uc11c\uba85 \uc81c\uacf5\uc5c5\uccb4\uc5d0 \uc5f0\uacb0\ud560 \uc218 \uc788\ub294 REST API\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \uc591\ubc29\ud5a5\uc73c\ub85c \ud750\ub985\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uc911\uc5d0 \ucea1\ucc98\ub41c \uace0\uac1d \uc815\ubcf4\ub294 \uacc4\uc88c \uac1c\uc124\uc744 \uc704\ud574 \ud575\uc2ec \uc2dc\uc2a4\ud15c\uc73c\ub85c \ud478\uc2dc\ub418\uace0, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud3ec\uc9c0\uc158\uc740 \ud1b5\ud569\ub41c \uad00\uacc4 \ubcf4\uae30\ub97c \uc704\ud574 \uace0\uac1d \uae30\ub85d\uacfc \ub2e4\uc2dc \ub3d9\uae30\ud654\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\uc758 \uacbd\uc6b0, InvestGlass\ub294 \uae30\uad00\uc758 \uc790\uccb4 \uc778\ud504\ub77c \ub0b4\uc5d0 \uc124\uce58\ub418\ubbc0\ub85c \uc678\ubd80 \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uc561\uc138\uc2a4\ud560 \uc218 \uc5c6\ub294 \uae30\uc874 \ub370\uc774\ud130 \uc18c\uc2a4\uc640 \uc9c1\uc811 \ud1b5\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ubc30\ud3ec \ubaa8\ub378\uc740 \uc5c4\uaca9\ud55c \ub124\ud2b8\uc6cc\ud06c \ubd84\ub9ac \uc694\uad6c \uc0ac\ud56d\uc774 \uc788\uac70\ub098 API\ub97c \uc678\ubd80\uc5d0 \ub178\ucd9c\ud560 \uc218 \uc5c6\ub294 \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc744 \ubcf4\uc720\ud55c \uae30\uad00\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad6c\uccb4\uc801\uc778 \ud1b5\ud569 \uc0ac\ub840\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC \uc2b9\uc778 \uace0\uac1d \ub9c8\uc2a4\ud130 \ub370\uc774\ud130\ub97c \ucf54\uc5b4 \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uc73c\ub85c \ud478\uc2dc\ud558\uc5ec \uacc4\uc815 \uc0dd\uc131 \ud2b8\ub9ac\uac70\ud558\uae30<\/li>\n\n\n\n<li>\ucee4\uc2a4\ud130\ub514 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud3ec\uc9c0\uc158\uc744 \ub9e4\uc77c \ubc24 \ub3d9\uae30\ud654\ud558\uc5ec \uace0\uac1d \ud3ec\ud138\uc5d0 \ud45c\uc2dc\ud558\uae30<\/li>\n\n\n\n<li>\uc11c\uba85\ub41c \ubb38\uc11c\ub97c \uc801\uc808\ud55c \uba54\ud0c0\ub370\uc774\ud130\uc640 \ud568\uaed8 \uae30\uad00\uc758 \ubb38\uc11c \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc5d0 \ubcf4\uad00\ud558\uae30<\/li>\n\n\n\n<li>\ubc95\uc801 \uad6c\uc18d\ub825\uc774 \uc788\ub294 \ub514\uc9c0\ud138 \uc11c\uba85\uc744 \uc704\ud574 \uc804\uc790 \uc11c\uba85 \uc81c\uacf5\uc5c5\uccb4\uc5d0 \uc5f0\uacb0\ud558\uae30<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-implement-investglass-for-onboarding\">\uc628\ubcf4\ub529\uc744 \uc704\ud574 InvestGlass\ub97c \uad6c\ud604\ud558\ub294 \ub370 \uc5bc\ub9c8\ub098 \uac78\ub9ac\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\ud604 \uc77c\uc815\uc740 \ubc94\uc704, \ubcf5\uc7a1\uc131 \ubc0f \ub0b4\ubd80 \ub9ac\uc18c\uc2a4\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. \uc2ec\uce35 \ud1b5\ud569 \uc5c6\uc774 \uc9d1\uc911\ub41c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 MVP \ud3fc, \uc6cc\ud06c\ud50c\ub85c \ubc0f \ud3ec\ud138\uc740 \uc77c\ubc18\uc801\uc73c\ub85c 8-12\uc8fc \ub0b4\uc5d0 \ubc30\ud3ec\ub429\ub2c8\ub2e4. \uc774 \ub2e8\uacc4\uc5d0\uc11c\ub294 \ud50c\ub7ab\ud3fc\uc744 \uad6c\ucd95\ud558\uace0, \ucd08\uae30 \uc6cc\ud06c\ud50c\ub85c\ub97c \uad6c\uc131\ud558\uace0, \uc8fc\uc694 \uc0ac\uc6a9\uc790\ub97c \uad50\uc721\ud558\uba70, \uc2e4\uc81c \uace0\uac1d \uc628\ubcf4\ub529 \ucc98\ub9ac\ub97c \uc2dc\uc791\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \ud1b5\ud569, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc5f0\uacb0 \ubc0f \uc5ec\ub7ec \uc9c0\uc5ed \ub864\uc544\uc6c3\uc744 \ud3ec\ud568\ud55c \uad11\ubc94\uc704\ud55c \ubc30\ud3ec\ub294 \uad00\ub828\ub41c \uc2dc\uc2a4\ud15c \uc218, \ub370\uc774\ud130 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uc694\uad6c \uc0ac\ud56d \ubc0f \uaddc\uc81c\uc5d0 \ub530\ub77c 3~9\uac1c\uc6d4\uae4c\uc9c0 \uc5f0\uc7a5\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ec%8a%b9%ec%9d%b8-%ed%94%84%eb%a1%9c%ec%84%b8%ec%8a%a4%ec%97%90-%eb%8c%80%ed%95%9c-%ec%b5%9c%ec%a2%85-%ea%b0%80%ec%9d%b4%eb%93%9c\/\" target=\"_self\">\uc2b9\uc778 \ud504\ub85c\uc138\uc2a4<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uae30\uad00\uc774 \uc2a4\uc704\uc2a4 \uad6d\ub0b4 \uac1c\uc778 \uace0\uac1d\uacfc \uac19\uc740 \ud55c \uc2dc\uc7a5 \ubd80\ubb38\uc5d0\uc11c \uc2dc\uc791\ud558\uc5ec \uc131\uacf5\uc744 \uc785\uc99d\ud55c \ud6c4 \ud574\uc678 \ubd80\ubb38\uc774\ub098 \uae30\uad00 \uace0\uac1d \uc720\ud615\uc73c\ub85c \ud655\uc7a5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e8\uacc4\uc801 \uc811\uadfc \ubc29\uc2dd\uc740 \ub9ac\uc2a4\ud06c\ub97c \uad00\ub9ac\ud558\uace0 \ub0b4\ubd80 \uc804\ubb38\uc131\uc744 \uad6c\ucd95\ud558\uba70 \uc9c0\uc18d\uc801\uc778 \ud22c\uc790\ub97c \ub4b7\ubc1b\uce68\ud558\ub294 \uce21\uc815 \uac00\ub2a5\ud55c \uacb0\uacfc\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-do-clients-need-an-account-to-access-investglass-onboarding-portals\">\uace0\uac1d\uc774 InvestGlass \uc628\ubcf4\ub529 \ud3ec\ud138\uc5d0 \uc561\uc138\uc2a4\ud558\ub824\uba74 \uacc4\uc815\uc774 \ud544\uc694\ud569\ub2c8\uae4c?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc678\ubd80 \uace0\uac1d\uc740 \uc644\uc804\ud55c \ub0b4\ubd80 InvestGlass \uacc4\uc815 \uc5c6\uc774\ub3c4 \ub2e4\ub2e8\uacc4 \uc778\uc99d\uc774 \uc801\uc6a9\ub41c \ubcf4\uc548 \ub9c1\ud06c\ub97c \ud1b5\ud574 \uc628\ubcf4\ub529 \ud3ec\ud138\uc5d0 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \ub4f1\ub85d \uc808\ucc28, \uae30\uc5b5\ud574\uc57c \ud560 \ucd94\uac00 \uc790\uaca9 \uc99d\uba85, \uacc4\uc815 \uad00\ub9ac \uc624\ubc84\ud5e4\ub4dc \uc5c6\uc774 \uace0\uac1d \uc561\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0b4\ubd80 \uc0ac\uc6a9\uc790 \uc911 \uad00\uacc4 \uad00\ub9ac\uc790, \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ub2f4\ub2f9\uc790, \uc6b4\uc601 \uc9c1\uc6d0\ub9cc InvestGlass \uc0ac\uc6a9\uc790 \uacc4\uc815\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubd84\ub9ac\ub97c \ud1b5\ud574 \ub0b4\ubd80 \uae30\ub2a5\uc5d0 \ub300\ud55c \uc801\uc808\ud55c \uc561\uc138\uc2a4 \uc81c\uc5b4\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uace0\uac1d\uacfc\uc758 \ub9c8\ucc30\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\uc6a9\uc790 \ucc44\ud0dd\uc5d0\ub294 \uc2e4\uc9c8\uc801\uc778 \ucc28\uc774\uac00 \uc911\uc694\ud569\ub2c8\ub2e4. \uace0\uac1d\uc774 \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0, \uc774\uba54\uc77c \uc8fc\uc18c\ub97c \ud655\uc778\ud558\uace0, \ube44\ubc00\ubc88\ud638\ub97c \uc124\uc815\ud558\uace0, \uc790\uaca9 \uc99d\uba85\uc744 \uae30\uc5b5\ud574\uc57c \ud558\ub294 \ubc88\uac70\ub85c\uc6c0\uc774 \ub354\ud574\uc9c0\uba74 \uc774\ud0c8\ub960\uc774 \ub192\uc544\uc9d1\ub2c8\ub2e4. MFA \uc778\uc99d\uc744 \ud1b5\ud55c \ubcf4\uc548 \ub9c1\ud06c \uc561\uc138\uc2a4\ub294 \uc624\ubc84\ud5e4\ub4dc \uc5c6\uc774 \ubcf4\uc548 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-saas-onboarding-software-help-reduce-churn-in-wealth-management-and-banking\">SaaS \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc790\uc0b0 \uad00\ub9ac \ubc0f \ubc45\ud0b9\uc5d0\uc11c \uace0\uac1d \uc774\ud0c8\uc744 \uc904\uc774\ub294 \ub370 \uc5b4\ub5bb\uac8c \ub3c4\uc6c0\uc774 \ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uacfc\uc815\uc5d0\uc11c\uc758 \ucd08\uae30 \uc0c1\ud638\uc791\uc6a9\uc740 \uc218\uc2ed \ub144\uac04 \uc9c0\uc18d\ub420 \uc218 \uc788\ub294 \uad00\uacc4\uc758 \ubd84\uc704\uae30\ub97c \uc870\uc131\ud569\ub2c8\ub2e4. \uc628\ubcf4\ub529 \uacfc\uc815\uc774 \ub290\ub9ac\uace0 \ud63c\ub780\uc2a4\ub7fd\uac70\ub098 \uc624\ub958 \ud22c\uc131\uc774\uc600\ub358 \uace0\uac1d\uc740 \uad00\uacc4\ub97c \uc2dc\uc791\ud560 \ub54c\ubd80\ud130 \uc88c\uc808\uac10\uc744 \ub290\ub07c\uac8c \ub418\uc5b4 \uc7a5\uae30\uc801\uc778 \uc720\uc9c0\uc5d0 \uc88b\uc9c0 \uc54a\uc740 \uae30\ubc18\uc774 \ub429\ub2c8\ub2e4. \ube60\ub974\uace0 \ud22c\uba85\ud558\uba70 \uc804\ubb38\uc801\uc778 \uc628\ubcf4\ub529\uc744 \uacbd\ud5d8\ud55c \uace0\uac1d\uc740 \uae30\uad00\uc758 \uc5ed\ub7c9\uc5d0 \ub300\ud55c \uc790\uc2e0\uac10\uc744 \uac00\uc9c0\uace0 \uad00\uacc4\ub97c \uc2dc\uc791\ud558\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc0ac\uc804 \uc608\ubc29\uc801 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158, \uba85\ud655\ud55c \ud0c0\uc784\ub77c\uc778, \uc628\ubcf4\ub529 \uc911 \uc624\ub958 \uac10\uc18c\ub97c \uc9c0\uc6d0\ud558\uc5ec \ucd08\uae30 \ubd88\ub9cc\uc744 \uc57c\uae30\ud558\ub294 \ub9c8\ucc30\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \ud574\uacb0\ud569\ub2c8\ub2e4. \ud22c\uba85\ud55c \uc9c4\ud589 \uc0c1\ud669 \ucd94\uc801\uc740 \uace0\uac1d\uc5d0\uac8c \uc77c\uc774 \uc9c4\ud589\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub41c \ub9ac\ub9c8\uc778\ub354\ub294 \uc78a\ud600\uc9c4\ub2e4\ub294 \ub290\ub08c\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4. \uc804\ubb38\uc801\uc778 \ud3ec\ud138 \uacbd\ud5d8\uc740 \uae30\uad00\uc758 \uc815\uad50\ud568\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc628\ubcf4\ub529 \uae30\uac04 \uc774\ud6c4\uc5d0\ub3c4 \uc628\ubcf4\ub529 \uae30\uac04 \ub3d9\uc548 \uc218\uc9d1\ub41c \ub370\uc774\ud130\ub294 \uac1c\uc778\ud654, \uad50\ucc28 \ud310\ub9e4 \ubc0f \uc815\uae30\uc801\uc778 \uac80\ud1a0 \ud504\ub85c\uc138\uc2a4\uc5d0 \ud65c\uc6a9\ub429\ub2c8\ub2e4. \uccab\ub0a0\ubd80\ud130 \uace0\uac1d\uc758 \uc120\ud638\ub3c4, \uc704\ud5d8 \ud5c8\uc6a9 \ubc94\uc704, \uba85\uc2dc\ub41c \ubaa9\ud45c\ub97c \uc774\ud574\ud558\uba74 \ubcf4\ub2e4 \uad00\ub828\uc131 \ub192\uc740 \uc9c0\uc18d\uc801\uc778 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad6c\uc870\ud654\ub41c \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc0ac\uc6a9\ud558\ub294 \uae30\uad00\uc740 \uccab\ud574 \uc774\ud0c8\ub960\uc774 5-101% \uac10\uc18c\ud558\uc5ec \uace0\uac1d \uad00\uacc4\uac00 \uc7a5\uae30\uc801\uc778 \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\ub294 \ube44\uc988\ub2c8\uc2a4\uc5d0\uc11c \uc758\ubbf8 \uc788\ub294 \uac1c\uc120 \ud6a8\uacfc\ub97c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-getting-started-with-investglass-for-saas-customer-onboarding\">SaaS \uace0\uac1d \uc628\ubcf4\ub529\uc744 \uc704\ud55c InvestGlass \uc2dc\uc791\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2024~2026\ub144 \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc774 \uc9c1\uba74\ud55c \uc2dc\uc7a5 \ubc0f \uaddc\uc81c \uc555\ub825\uc73c\ub85c \uc778\ud574 \uc628\ubcf4\ub529 \ud604\ub300\ud654\ub294 \uc120\ud0dd\uc774 \uc544\ub2cc \uc2dc\uae09\ud55c \uacfc\uc81c\uc785\ub2c8\ub2e4. AMLD6\uc758 \uac15\ud654\ub41c \uc2e4\uc0ac \uc694\uac74, FINMA\uc758 \uace0\uac1d \uc2dd\ubcc4 \uad00\ud589\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \uc9d1\uc911, \ub514\uc9c0\ud138 \uacbd\ud5d8\uc5d0 \ub300\ud55c \uace0\uac1d\uc758 \uae30\ub300\uce58 \uc0c1\uc2b9\uc740 \ubaa8\ub450 \uac19\uc740 \uacb0\ub860\uc744 \uac00\ub9ac\ud0b5\ub2c8\ub2e4. \uc218\ub3d9, \uc885\uc774 \uae30\ubc18 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \ud655\uc7a5\ud560 \uc218 \uc5c6\uace0 \uacbd\uc7c1\ud560 \uc218 \uc5c6\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uaddc\uc81c \ub300\uc0c1 \uae30\uad00\uc774 \uc55e\uc73c\ub85c \ub098\uc544\uac08 \uc218 \uc788\ub294 \uba85\ud655\ud55c \uae38\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654, \uace0\uac1d \ud3ec\ud138\uc744 \uacb0\ud569\ud55c \uc2a4\uc704\uc2a4 \uc8fc\uad8c \ud50c\ub7ab\ud3fc\uc778 InvestGlass\ub294 \ub2e8\uc808\ub41c \uc2dc\uc2a4\ud15c \uac04\uc758 \ud1b5\ud569 \uc5c6\uc774 \ubaa8\ub4e0 \uc694\uad6c \uc0ac\ud56d\uc744 \ud574\uacb0\ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc758 \ub370\uc774\ud130 \uc8fc\uad8c\uc740 \uc720\ub7fd \uae08\uc735 \uae30\uad00\uc774 \uc9c1\uba74\ud558\ub294 \uac70\uc8fc \uc694\uac74\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4. \ucf54\ub4dc\uac00 \ud544\uc694 \uc5c6\ub294 \uad6c\uc131\uc73c\ub85c \uc6b4\uc601 \ubc0f \uaddc\uc815 \uc900\uc218 \ud300\uc740 \uc694\uad6c \uc0ac\ud56d\uc758 \ubcc0\ud654\uc5d0 \ub530\ub77c \uc6cc\ud06c\ud50c\ub85c\ub97c \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc9c8\uc801\uc778 \ub2e4\uc74c \ub2e8\uacc4\ub294 \uadc0 \uae30\uad00\uc758 \ud604\uc7ac \uc628\ubcf4\ub529 \uacfc\uc81c\ub97c \ud30c\uc545\ud558\uae30 \uc704\ud55c \ub514\uc2a4\ucee4\ubc84\ub9ac \ucf5c\uc774\uba70, \uc774\ud6c4 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ud2b9\ud654\ub41c \uc628\ubcf4\ub529 \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc5d0 \uc911\uc810\uc744 \ub454 \ub370\ubaa8\uac00 \uc9c4\ud589\ub429\ub2c8\ub2e4. \uac70\uae30\uc11c\ubd80\ud130 \uc2a4\uc704\uc2a4\uc758 HNWI \uace0\uac1d\uc774\ub098 \ud2b9\uc815 \uc81c\ud488 \ub77c\uc778\uacfc \uac19\uc740 \ud55c \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub300\ud55c \ud30c\uc77c\ub7ff \uad6c\uc131\uc744 \ud1b5\ud574 8-12\uc8fc \ub0b4\uc5d0 \uac00\uce58\ub97c \uc785\uc99d\ud55c \ud6c4 \uc804\uccb4\uc801\uc73c\ub85c \ud655\ub300 \uc801\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucc98\uc74c\ubd80\ud130 \uaddc\uc815 \uc900\uc218, IT, \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \uc774\ud574 \uad00\uacc4\uc790\ub97c \ucc38\uc5ec\uc2dc\ud0a4\uba74 \uacb0\uacfc \uc194\ub8e8\uc158\uc774 \ubaa8\ub4e0 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uace0 \uc870\uc9c1 \uc804\uccb4\uc758 \uc9c0\uc6d0\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\ubaa8 \ub610\ub294 \uc6cc\ud06c\uc0f5\uc744 \uc608\uc57d\ud558\uc5ec \ud604\uc7ac \uace0\uac1d \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c InvestGlass \uae30\ubc18 \uc6cc\ud06c\ud50c\ub85c\uc5d0 \ub9e4\ud551\ud558\uc138\uc694. \uc9c0\uae08 \uc628\ubcf4\ub529\uc744 \ud604\ub300\ud654\ud558\ub294 \uae30\uad00\uc740 \ub354 \ube60\ub978 \uc218\uc775 \uc778\uc2dd, \ub0ae\uc740 \uaddc\uc815 \uc900\uc218 \uc704\ud5d8, \ub354 \uac15\ub825\ud55c \uace0\uac1d \uad00\uacc4\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\ub294 \ubc18\uba74, \uacbd\uc7c1\uc0ac\ub294 \uc774\uba54\uc77c \ucca8\ubd80 \ud30c\uc77c\uacfc \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8 \ucd94\uc801\uc5d0 \uacc4\uc18d \uc5b4\ub824\uc6c0\uc744 \uacaa\uc744 \uac83\uc785\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Introduction SaaS customer onboarding software is critical for regulated financial institutions, including banks, wealth managers, insurers, and real estate firms. The stakes for onboarding in financial services have never been higher. In 2025, B2B SaaS sales cycles average 84 days according to HubSpot data, but the real challenge begins after the contract is signed. SaaS [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48203,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1350],"class_list":["post-49226","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-saas-customer-onboarding-software"],"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>SaaS Customer Onboarding Software for Success<\/title>\n<meta name=\"description\" content=\"Explore the benefits of saas customer onboarding software for seamless user experiences and improved customer retention.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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\uc704\ud55c SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4","description":"\uc6d0\ud65c\ud55c \uc0ac\uc6a9\uc790 \uacbd\ud5d8\uacfc \uace0\uac1d \uc720\uc9c0\uc728 \ud5a5\uc0c1\uc744 \uc704\ud55c SaaS \uace0\uac1d \uc628\ubcf4\ub529 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc774\uc810\uc744 \uc0b4\ud3b4\ubcf4\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\/\uaddc\uc81c-\ub300\uc0c1-\uae08\uc735-\uae30\uad00\uc744-\uc704\ud55c-saas-\uace0\uac1d-\uc628\ubcf4\ub529-\uc18c\ud504\ud2b8\uc6e8\/","og_locale":"ko_KR","og_type":"article","og_title":"SaaS Customer Onboarding Software for Regulated Financial Institutions","og_description":"Introduction SaaS customer onboarding software is critical for regulated financial institutions, including banks, wealth managers, insurers, and 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