{"id":49364,"date":"2026-03-25T11:20:13","date_gmt":"2026-03-25T10:20:13","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49364"},"modified":"2026-03-25T12:24:15","modified_gmt":"2026-03-25T11:24:15","slug":"%ec%a0%9c%eb%84%a4%eb%a6%ad-crm%ec%9d%84-%eb%84%98%ec%96%b4-%ec%9d%b8%eb%b2%a0%ec%8a%a4%ed%8a%b8%ea%b8%80%eb%9e%98%ec%8a%a4%ea%b0%80-%ed%98%84%eb%8c%80-%ea%b8%88%ec%9c%b5%ec%9d%84-%ec%9c%84%ed%95%b4","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/beyond-generic-crm-how-investglass-connects-portfolio-management-and-core-banking-for-modern-finance\/","title":{"rendered":"\uc77c\ubc18\uc801\uc778 CRM\uc744 \ub118\uc5b4\uc11c: InvestGlass\uac00 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc640 \ud575\uc2ec \ubc45\ud0b9\uc744 \ud604\ub300 \uae08\uc735\uc5d0 \uc5f0\uacb0\ud558\ub294 \ubc29\ubc95"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>\ube60\ub978 \ub2f5\ubcc0:<\/strong> InvestGlass\ub294 \uc77c\ubc18\uc801\uc778 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \uae30\ub2a5\uc744 \ub6f0\uc5b4\ub118\ub294 \uc2a4\uc704\uc2a4\uc0b0 AI \uae30\ubc18\uc758 \uc790\uc8fc\uc801 CRM\uc73c\ub85c, \ub2e4\uc591\ud55c \uc815\ubcf4\uc5d0 \ub300\ud55c \ub124\uc774\ud2f0\ube0c \uc5f0\uacb0 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/2025%eb%85%84-%ed%98%84%eb%aa%85%ed%95%9c-%ed%88%ac%ec%9e%90%ec%9e%90%eb%a5%bc-%ec%9c%84%ed%95%9c-6%ea%b0%80%ec%a7%80-%ec%b5%9c%ea%b3%a0%ec%9d%98-%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4\/\" target=\"_self\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c<\/a> (PMS) \ubc0f \ud575\uc2ec \ubc45\ud0b9 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\ub97c \uc0dd\uc131\ud558\uace0 \uc885\uc885 \uae30\ubcf8 \uae30\ub2a5\ub9cc \uc81c\uacf5\ud558\ub294 \uae30\uc874 CRM\uacfc \ub2ec\ub9ac InvestGlass\ub294 API \uc6b0\uc120 \uc544\ud0a4\ud14d\ucc98(\uc26c\uc6b4 \ud1b5\ud569\uc744 \uc704\ud574 \ubaa8\ub4e0 \uae30\ub2a5\uc5d0 API\ub97c \ud1b5\ud574 \uc561\uc138\uc2a4\ud560 \uc218 \uc788\ub294 \uc811\uadfc \ubc29\uc2dd)\ub97c \ud1b5\ud574 Avaloq, Temenos, Skaleet, SaaScada\uc640 \uac19\uc740 \uc2dc\uc2a4\ud15c\uacfc \uc6d0\ud65c\ud558\uac8c \ud1b5\ud569\ub418\ub294 \uc720\uc5f0\ud55c \uc5f0\uacb0 \uacc4\uce35 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac \ubc0f \ub124\uc624\ubc45\ud06c\ub294 \uae30\uc874 \uc778\ud504\ub77c\ub97c \uad50\uccb4\ud558\uc9c0 \uc54a\uace0\ub3c4 \uace0\uac1d \uc628\ubcf4\ub529, \uaddc\uc815 \uc900\uc218, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ud575\uc2ec \ubc45\ud0b9 \uc6b4\uc601\uc744 \ub2e8\uc77c\uc758 \uc548\uc804\ud55c \uc0dd\ud0dc\uacc4\ub85c \ud1b5\ud569\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uc774\uc810\uc5d0\ub294 \uac1c\uc120\ub41c <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ea%b3%a0%ea%b0%9d-%ec%84%9c%eb%b9%84%ec%8a%a4%eb%9e%80-%eb%ac%b4%ec%97%87%ec%9d%b8%ea%b0%80%ec%9a%94\/\" target=\"_self\">\uace0\uac1d \uc11c\ube44\uc2a4<\/a>, \uc720\uc9c0\uc728 \uc99d\uac00, \uace0\uae09 \ube44\uc988\ub2c8\uc2a4 \uc790\ub3d9\ud654.<\/p><\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ubcf8 \uac00\uc774\ub4dc\ub77c\uc778\uc740 \uc77c\ubc18\uc801\uc778 \uc194\ub8e8\uc158\uc744 \ub118\uc5b4\uc120 CRM \uc194\ub8e8\uc158\uc744 \ucc3e\ub294 \uae08\uc735 \uae30\uad00, \uc790\uc0b0 \uad00\ub9ac\uc0ac \ubc0f \ub124\uc624\ubc45\ud06c\ub97c \ub300\uc0c1\uc73c\ub85c \ud569\ub2c8\ub2e4.<\/strong> \uc77c\ubc18\uc801\uc778 CRM\uc758 \ud55c\uacc4, InvestGlass\uc758 \uc774\uc810, \uadf8\ub9ac\uace0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ud575\uc2ec \ubc45\ud0b9\uacfc\uc758 \ud1b5\ud569 \ubc29\uc548\uc744 \uc0b4\ud3b4\ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc815\uc758:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc81c\ub124\ub9ad CRM<\/strong> \uad11\ubc94\uc704\ud55c \uc0b0\uc5c5\uc744 \uc704\ud55c \ud45c\uc900 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \ud50c\ub7ab\ud3fc(Salesforce \ub610\ub294 HubSpot\uacfc \uac19\uc740)\uc73c\ub85c, \uc77c\ubc18\uc801\uc73c\ub85c \uae30\ubcf8\uc801\uc778 \uc5f0\ub77d\ucc98 \uad00\ub9ac, \uc601\uc5c5 \ud30c\uc774\ud504\ub77c\uc778 \ubc0f \uc81c\ud55c\uc801\uc778 \uc0ac\uc6a9\uc790 \uc815\uc758 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc \uaddc\uc81c\ub41c \uae08\uc735 \ud658\uacbd\uc5d0 \ud2b9\ud654\ub41c \uae30\ub2a5\uc740 \ubd80\uc871\ud569\ub2c8\ub2e4.<\/li><li><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\"><strong>\uc18c\ubc84\ub9b0<\/strong><\/a><strong> \uace0\uac1d \uad00\uacc4 \uad00\ub9ac<\/strong> \ub370\uc774\ud130 \uc8fc\uad8c, \uaddc\uc815 \uc900\uc218 \ubc0f \uc0b0\uc5c5\ubcc4 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc6b0\uc120\uc2dc\ud558\ub294 CRM \ud50c\ub7ab\ud3fc(InvestGlass\uc640 \uac19\uc740)\uc73c\ub85c, \ub370\uc774\ud130 \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638 \ubc0f \uc81c\uc5b4\ub97c \ubcf4\uc7a5\ud558\uae30 \uc704\ud574 \uc885\uc885 \ud2b9\uc815 \uad00\ud560\uad8c(\uc608: \uc2a4\uc704\uc2a4) \ub0b4\uc5d0 \ud638\uc2a4\ud305\ub429\ub2c8\ub2e4.<\/li><li><strong>\ucef4\ud3ec\uc800\ube14 \ubc45\ud0b9<\/strong> API\ub97c \ud1b5\ud574 CRM, PMS, \ucf54\uc5b4 \ubc45\ud0b9 \ubaa8\ub4c8 \ub4f1 \ucd5c\uc801\uc758 \uad6c\uc131 \uc694\uc18c\ub97c \uc120\ud0dd\ud558\uace0 \uc5f0\uacb0\ud558\ub294 \uc740\ud589 \uae30\uc220\uc5d0 \ub300\ud55c \ubaa8\ub4c8\uc2dd \uc811\uadfc \ubc29\uc2dd\uc73c\ub85c, \uacf5\uae09\uc5c5\uccb4 \uc885\uc18d\uc744 \ud53c\ud558\uace0 \uc2e0\uc18d\ud55c \ud601\uc2e0\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad00\uacc4 \uc694\uc57d<\/strong> InvestGlass\ub294 API \uae30\ubc18\uc758 \uc548\uc804\ud55c \uc5f0\uacb0 \ub808\uc774\uc5b4\ub97c \uc81c\uacf5\ud558\uc5ec CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ud575\uc2ec \ubc45\ud0b9\uc744 \ud1b5\ud569\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uae08\uc735 \uae30\uad00\uc740 \ub2e8\uc77c \ud1b5\ud569 \ud50c\ub7ab\ud3fc \ub0b4\uc5d0\uc11c \uc6d0\ud65c\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uace0, \uaddc\uc815 \uc900\uc218\ub97c \uc790\ub3d9\ud654\ud558\uba70, \ub370\uc774\ud130 \uc8fc\uad8c\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud559\uc2b5 \ub0b4\uc6a9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubcf5\uc7a1\ud55c \uae08\uc735 \ud658\uacbd\uc5d0\uc11c\uc758 \uc77c\ubc18 CRM\uc758 \ud55c\uacc4\uc640 \uaddc\uc81c \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uc9c0 \ubabb\ud558\ub294 \uc774\uc720, \uc885\uc885 \ub192\uc740 \uc131\ub2a5\uc5d0 \ud544\uc694\ud55c \ud544\uc218 \uae30\ub2a5\uc774 \ubd80\uc871\ud569\ub2c8\ub2e4.<\/li><li>InvestGlass\uc758 API \uc6b0\uc120 \uc544\ud0a4\ud14d\ucc98\ub294 \ubaa8\ub4e0 \uae30\uad00\uc5d0 \ub9de\ub294 \uace0\uc720\ud55c \uc6cc\ud06c\ud50c\ub85c\ub97c \uc9c0\uc6d0\ud558\uba70 \ub808\uac70\uc2dc \ubc0f \ucd5c\uc2e0 \uc2dc\uc2a4\ud15c\uacfc \uc6d0\ud65c\ud55c \ud575\uc2ec \ubc45\ud0b9 \ud1b5\ud569\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/li><li>PMS(\uace0\uac1d \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ud50c\ub7ab\ud3fc)\ub97c CRM\uc5d0 \uc9c1\uc811 \uc5f0\uacb0\ud558\uc5ec \uc9c4\uc815\ud55c 360\ub3c4 \uace0\uac1d \ubdf0\ub97c \ud655\ubcf4\ud558\ub294 \uc774\uc810, \uac1c\uc778 \ub9de\ucda4\ud615 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \uc704\ud55c \uc8fc\ubb38 \ub0b4\uc5ed \uc811\uadfc \ubc0f \uace0\uac1d \ucda9\uc131\ub3c4 \ud5a5\uc0c1.<\/li><li>\uc65c <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ec%bb%b4%ed%8f%ac%ec%a0%80%eb%b8%94-%eb%b1%85%ed%82%b9%ec%9c%bc%eb%a1%9c-%ea%b2%bd%ea%b3%84%eb%a5%bc-%ed%97%88%eb%ac%bc%eb%8b%a4\/\" target=\"_self\">\ucef4\ud3ec\uc800\ube14 \ubc45\ud0b9<\/a> (\ubaa8\ub4c8\uc2dd, API \uc5f0\uacb0 \uae08\uc735 \uae30\uc220) \uc811\uadfc \ubc29\uc2dd\uc774 \uae08\uc735 \uc11c\ube44\uc2a4\uc758 \ubbf8\ub798\uc774\uba70, \uc5b4\ub5bb\uac8c \uacf5\uae09\uc5c5\uccb4 \uc885\uc18d\uc744 \ubc29\uc9c0\ud558\ub294\uac00.<\/li><li>InvestGlass\uac00 \uc2a4\uc704\uc2a4 \ud638\uc2a4\ud305 \uc635\uc158\uc744 \ud1b5\ud574 \uae08\uc735 \uaddc\uc81c \uae30\uad00\uc758 \ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \uaddc\uc815 \uc900\uc218\ub97c \ubcf4\uc7a5\ud558\ub294 \ubc29\ubc95.<\/li><li>\uc790\ub3d9\ud654\uc5d0\uc11c\uc758 \uc778\uacf5\uc9c0\ub2a5\uc758 \uc5ed\ud560 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ec%9e%90%ec%82%b0-%ea%b4%80%eb%a6%ac-%ed%9a%8c%ec%82%ac-%ec%84%a4%eb%a6%bd%ec%9d%84-%ec%9c%84%ed%95%9c-%ec%b5%9c%ea%b3%a0%ec%9d%98-%ea%b0%80%ec%9d%b4%eb%93%9c\/\" target=\"_self\">\uc790\uc0b0 \uad00\ub9ac<\/a>, \uaddc\uc815 \uc900\uc218, \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9, \uadf8\ub9ac\uace0 \uafb8\uc900\ud55c \ud6c4\uc18d \uc870\uce58\uc640 \ud6a8\uc728\uc801\uc778 \ud30c\uc774\ud504\ub77c\uc778 \uad00\ub9ac\ub97c \ud1b5\ud55c \uc804\ud658\uc728 \uac1c\uc120.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ud604\ub300 \uae08\uc735 \uac1c\ub860<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc810\uc810 \ub354 \uaddc\uc81c\uac00 \uc2ec\ud574\uc9c0\ub294 \uc624\ub298\ub0a0\uc758 \uae08\uc735 \ud658\uacbd\uc5d0\uc11c \ud6a8\uacfc\uc801\uc778 \uace0\uac1d \uad00\uacc4 \uad00\ub9ac\ub294 \ub2e8\uc21c\ud55c \uc6b4\uc601 \uc9c0\uc6d0\uc744 \ub118\uc5b4 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uacfc \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uace0\uac1d \ud30c\ud2b8\ub108\uc2ed\uc744 \uc704\ud55c \uc804\ub7b5\uc801 \uae30\ubc18\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc740 \uac15\ub825\ud55c \ub370\uc774\ud130 \uc8fc\uad8c\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud574\uc57c \ud558\ub294 \uaddc\uc81c \uc555\ub825\uc5d0 \uc9c1\uba74\ud574 \uc788\uc9c0\ub9cc, \uc804\ud1b5\uc801\uc778 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/crm-%ec%8b%9c%ec%8a%a4%ed%85%9c%ec%9d%84-%ec%84%b1%ea%b3%b5%ec%a0%81%ec%9c%bc%eb%a1%9c-%ec%82%ac%ec%9a%a9%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95\/\" target=\"_self\">CRM \uc2dc\uc2a4\ud15c<\/a> \ube48\ubc88\ud558\uac8c \ubd84\ub9ac\ub41c \ub370\uc774\ud130 \ub9ac\ud3ec\uc9c0\ud1a0\ub9ac\ub97c \uc0dd\uc131\ud558\uace0 \uae30\uad00 \ud1b5\uc81c\ub97c \uce68\ud574\ud569\ub2c8\ub2e4. \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uc778\uacf5\uc9c0\ub2a5\uacfc \uc548\uc804\ud55c \uc790\ub3d9\ud654\ub85c \uad6c\ub3d9\ub418\ub294 \ucd5c\uc2e0 CRM \ud50c\ub7ab\ud3fc\uc758 \ub4f1\uc7a5\uc740 \uae08\uc735 \uc790\ubb38\uac00\ub4e4\uc774 \uc601\uc5c5 \ud504\ub85c\uc138\uc2a4, \uace0\uac1d \ud6c4\uc18d \uc870\uce58 \ubc0f \uaddc\uc81c \ucc38\uc5ec\ub97c \uad00\ub9ac\ud558\ub294 \ubc29\uc2dd\uc744 \uadfc\ubcf8\uc801\uc73c\ub85c \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218\uc5d0 \uc911\uc694\ud55c \uc791\uc5c5\uc744 \uc790\ub3d9\ud654\ud558\uace0 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 AI \uae30\ubc18 \uc778\uc0ac\uc774\ud2b8\ub97c \ud65c\uc6a9\ud568\uc73c\ub85c\uc368, \uc790\ubb38\uac00\ub4e4\uc740 \uac01 \uace0\uac1d\uc758 \ud2b9\uc815 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\ub294 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uba74\uc11c\ub3c4 \ub354 \uac15\ub825\ud55c \uace0\uac1d \uad00\uacc4 \uad6c\ucd95\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub458 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc811\uadfc \ubc29\uc2dd\uc740 \uc9c0\uc18d \uac00\ub2a5\ud55c \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \ubaa8\ub4e0 \uace0\uac1d \uc0c1\ud638 \uc791\uc6a9\uc774 \uae30\uad00\uc758 \uc2e0\ub8b0\uc640 \uaddc\uc815 \uc900\uc218\ub97c \uac15\ud654\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\uc804\ud658: \ud604\ub300 \uae08\uc735\uc758 \ub9e5\ub77d\uc744 \uc774\ud574\ud558\ub294 \uac83\uc740 \uaddc\uc81c \uc0b0\uc5c5\uc5d0\uc11c \uae30\uc874 CRM \uc194\ub8e8\uc158\uc774 \uc885\uc885 \ubd80\uc871\ud55c \uc774\uc720\ub97c \uc870\uba85\ud569\ub2c8\ub2e4. \ub2e4\uc74c \uc139\uc158\uc5d0\uc11c\ub294 \uc774\ub7ec\ud55c \ud55c\uacc4\ub97c \uc790\uc138\ud788 \uc0b4\ud3b4\ubd05\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc804\ud1b5\uc801\uc778 CRM\uc758 \ud55c\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc874 CRM \uc2dc\uc2a4\ud15c\uc740 \uae30\ubcf8\uc801\uc778 \uc5f0\ub77d\ucc98 \uad00\ub9ac\uc5d0\ub294 \ucda9\ubd84\ud558\uc9c0\ub9cc, \uaddc\uc81c \uae08\uc735 \uae30\uad00\uc758 \uc815\uad50\ud55c \uc694\uad6c \uc0ac\ud56d\uc744 \ud574\uacb0\ud558\ub294 \ub370\ub294 \uc790\uc8fc \ubd80\uc871\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc77c\ubc18\uc801\uc778 \uc2dc\uc2a4\ud15c\uc740 \ubcf5\uc7a1\ud55c \uace0\uac1d\uacfc\uc758 \uc0c1\ud638\uc791\uc6a9\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \uad00\ub9ac\ud558\ub294 \ub370 \ud544\uc694\ud55c \uae4a\uc774\uac00 \ubd80\uc871\ud558\uc5ec \uc601\uc5c5 \uc608\uce21, \ub9ac\ub4dc \uad00\ub9ac \ubc0f \uc11c\ube44\uc2a4 \uc81c\uacf5 \uc804\ubc18\uc5d0 \ube44\ud6a8\uc728\uc131\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\ub294 \uc9c0\uc18d\uc801\uc778 \ubb38\uc81c\uc785\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc0c1\ub2f4\uc6d0\uc740 \uc2e4\uc2dc\uac04 \uace0\uac1d \ub370\uc774\ud130 \ubc0f \uc120\ud638\ub3c4\uc5d0 \uc811\uadfc\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud30c\ud3b8\ud654\ub294 \uac1c\uc778\ud654\ub41c \uc11c\ube44\uc2a4\uc640 \uc2dc\uae30\uc801\uc808\ud55c \uc751\ub2f5\uc744 \uc81c\uacf5\ud558\ub294 \ub2a5\ub825\uc744 \uc57d\ud654\uc2dc\ucf1c \uad81\uadf9\uc801\uc73c\ub85c \uace0\uac1d \ub9cc\uc871\ub3c4\uc640 \uc720\uc9c0\uc728\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\uc870\uc801\uc73c\ub85c, \ud604\ub300 CRM \uc194\ub8e8\uc158\uc740 \uc774\ub7ec\ud55c \uc7a5\ubcbd\uc744 \uc81c\uac70\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc73c\uba70, \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0, \uc2e4\uc2dc\uac04 \uc5c5\ub370\uc774\ud2b8, \ud1b5\ud569\ub41c \ub9c8\ucf00\ud305 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\uace0, \uaddc\uc81c\ub41c \uc870\uc9c1\uc5d0 \ud544\uc218\uc801\uc778 \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \uae30\uc900\uc744 \uc720\uc9c0\ud558\uba74\uc11c\ub3c4 \uae4c\ub2e4\ub85c\uc6b4 \uace0\uac1d\uc758 \uae30\ub300\ub97c \ucda9\uc871\ud558\ub294 \ub6f0\uc5b4\ub09c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\ub2e4\uc74c \uc139\uc158\uc5d0\uc11c \uc790\uc138\ud788 \uc124\uba85\ud558\ub4ef\uc774, \uc774\ub7ec\ud55c \ubb38\uc81c\ub97c \ud574\uacb0\ud558\uae30 \uc704\ud574 InvestGlass\ub294 \uace0\uc720\ud55c \uc5f0\uacb0 \ubc0f \ud1b5\ud569 \uc811\uadfc \ubc29\uc2dd\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ub3c4\uc804 \uacfc\uc81c: \uc65c \uc77c\ubc18 CRM\uc774 \uae08\uc735 \uae30\uad00\uc5d0 \uc2e4\ud328\ud558\ub294\uac00<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\uc81c\ub124\ub9ad CRM\uc774\ub780 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc94\uc6a9 CRM\uc740 \ub2e4\uc591\ud55c \uc0b0\uc5c5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc0ac\uc6a9\ud558\ub3c4\ub85d \uc124\uacc4\ub41c \uace0\uac1d \uad00\uacc4 \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. Salesforce\uc640 HubSpot\uc774 \uadf8 \uc608\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2dc\uc2a4\ud15c\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uae30\ubcf8\uc801\uc778 \uc5f0\ub77d\ucc98 \uad00\ub9ac, \ud310\ub9e4 \ud30c\uc774\ud504\ub77c\uc778 \ubc0f \uc81c\ud55c\uc801\uc778 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc790\ub3d9\ud654\ub97c \uc81c\uacf5\ud558\uc9c0\ub9cc, \uaddc\uc81c \ub300\uc0c1 \uae08\uc735 \uae30\uad00\uc5d0\uc11c \uc694\uad6c\ud558\ub294 \uc804\ubb38\uc801\uc778 \uae30\ub2a5 \ubc0f \uaddc\uc815 \uc900\uc218 \ub3c4\uad6c\uac00 \ubd80\uc871\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc77c\ubc18\uc801\uc778 CRM\uc774 \ubd80\uc871\ud55c \uc774\uc720\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub370\uc774\ud130 \uc0ac\uc77c\ub85c<\/strong> \uc77c\ubc18\uc801\uc778 CRM\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub610\ub294 \ud575\uc2ec \uc740\ud589 \uc5c5\ubb34\uc5d0 \ud544\uc694\ud55c \ubcf5\uc7a1\ud55c \ub370\uc774\ud130 \uad6c\uc870\ub97c \ucc98\ub9ac\ud558\ub3c4\ub85d \uc124\uacc4\ub41c \uacbd\uc6b0\uac00 \ub4dc\ubb45\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc5ec\ub7ec \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uac04\uc5d0 \uc804\ud658\ud574\uc57c \ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc73c\uba70, \uc774\ub294 \uc6b4\uc601 \ube44\ud6a8\uc728\uc131\uacfc \ub370\uc774\ud130 \uc785\ub825 \uc624\ub958 \uc704\ud5d8 \uc99d\uac00\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4.<\/li><li><strong>\uc81c\ud55c\uc801\uc778 \uaddc\uc815 \uc900\uc218:<\/strong> \ub300\ubd80\ubd84\uc758 \ubc94\uc6a9 CRM\uc740 MIFID(\uae08\uc735 \uc0c1\ud488 \uc2dc\uc7a5 \uc9c0\uce68), LSFIN(\uc2a4\uc704\uc2a4 \uae08\uc735 \uc11c\ube44\uc2a4\ubc95), BASEL(\uc740\ud589 \uaddc\uc81c\uc5d0 \ub300\ud55c \ubc14\uc824 \ud611\uc57d)\uacfc \uac19\uc740 \uaddc\uc81c \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \uad11\ubc94\uc704\ud55c \ub9de\ucda4 \uc124\uc815\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/li><li><strong>\ub9de\ucda4 \uc81c\uc791\uc758 \ub192\uc740 \ube44\uc6a9<\/strong> \uae08\uc735 \uae30\uad00\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ucd94\uc801, \uaddc\uc815 \uc900\uc218 \ud655\uc778, \ud575\uc2ec \ubc45\ud0b9 \ud1b5\ud569\uc744 \uc704\ud55c \ub9de\ucda4\ud615 \ubaa8\ub4c8 \uad6c\ucd95\uc5d0 \uac1c\ubc1c\uc790\uc640 \ucee8\uc124\ud134\ud2b8\uc5d0\uac8c \uc0c1\ub2f9\ud55c \uc790\uc6d0\uc744 \ud22c\uc785\ud569\ub2c8\ub2e4.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass: \uae08\uc735\uc744 \uc704\ud574 \ud2b9\uc218 \uc81c\uc791\ub428<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc740\ud589, \ube0c\ub85c\ucee4, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4\ub97c \uc704\ud574 \ucc98\uc74c\ubd80\ud130 \uc124\uacc4\ub41c \uc2a4\uc704\uc2a4 \uc8fc\uad8c CRM\uc785\ub2c8\ub2e4. \uae08\uc735 \ub370\uc774\ud130 \ubaa8\ub378, \uaddc\uc815 \uc900\uc218 \uc694\uad6c \uc0ac\ud56d, \ud504\ub7f0\ud2b8 \uc624\ud53c\uc2a4 \uad00\uacc4 \uad00\ub9ac\uc640 \ubc31 \uc624\ud53c\uc2a4 \ud575\uc2ec \uc2dc\uc2a4\ud15c \uac04\uc758 \uc548\uc804\ud558\uace0 \uc2e4\uc2dc\uac04 \ub370\uc774\ud130 \ud750\ub984\uc758 \ud544\uc694\uc131\uc744 \ub124\uc774\ud2f0\ube0c\ub85c \uc774\ud574\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc804\ubb38\ud654\ub41c \ucd08\uc810\uc740 \uae08\uc735 \uc804\ubb38\uac00\ub4e4\uc774 \uad11\ubc94\uc704\ud558\uace0 \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4dc\ub294 \ub9de\ucda4\ud654 \uc5c6\uc774\ub3c4 \ud6a8\uc728\uc801\uc774\uace0 \uaddc\uc815\uc744 \uc900\uc218\ud558\uba70 \uc6b4\uc601\ud558\ub294 \ub370 \ud544\uc694\ud55c \ub3c4\uad6c\ub97c \uac16\ucd94\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ube44\uad50\ud45c: InvestGlass vs. \uc77c\ubc18 CRM<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\uae30\ub2a5<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\uc77c\ubc18 CRM (\uc608: Salesforce, HubSpot)<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>InvestGlass<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud0c0\uc0ac \uc560\ub4dc\uc628 \ub610\ub294 \ub9de\ucda4 \uac1c\ubc1c\uc774 \ud544\uc694\ud569\ub2c8\ub2e4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uae30\ubcf8 \uc81c\uacf5, \uc644\ubcbd \ud1b5\ud569\ub41c PMS (\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c)<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\ucf54\uc5b4 \ubc45\ud0b9 \ud1b5\ud569<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc81c\ud55c\uc801\uc774\uba70, \uace0\uac00\uc758 \ubbf8\ub4e4\uc6e8\uc5b4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>Temenos, Avaloq, Skaleet, SaaScada \ub4f1\uc744 \uc704\ud55c API \uc6b0\uc120 \uc5f0\uacb0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\uaddc\uc815 \uc900\uc218<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uae30\ubcf8; MiFID, LSFIN, BASEL\uc5d0 \ub9de\uac8c \uad11\ubc94\uc704\ud55c \ub9de\ucda4 \uc124\uc815\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub0b4\uc7a5\ub41c \uaddc\uc815 \uc900\uc218 \uc790\ub3d9\ud654 (AML, \uc790\uae08\uc138\ud0c1 \ubc29\uc9c0, KYC, \uace0\uac1d \ud655\uc778, \uc801\ud569\uc131 \uac80\uc0ac)<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\ub370\uc774\ud130 \uc8fc\uad8c<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc77c\ubc18\uc801\uc73c\ub85c \ubbf8\uad6d \uae30\ubc18 \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\uc5d0\uc11c \ud638\uc2a4\ud305\ub429\ub2c8\ub2e4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2a4\uc704\uc2a4 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc(\uc81c\ub124\ubc14) \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc77c\ubc18 \uc591\uc2dd; \uc81c\ud55c\uc801\uc778 \uc7ac\ubb34 \uc6cc\ud06c\ud50c\ub85c\uc6b0 \uc9c0\uc6d0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\ub3d9\ud654\ub41c AI \uae30\ubc18 \uc628\ubcf4\ub529 (\uc2e0\uc6d0 \ud655\uc778 \ubc0f \uc704\ud5d8 \ud3c9\uac00 \ud3ec\ud568)<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac00\ub2a5\ud558\uc9c0\ub9cc \uc7ac\ubb34 \uad00\ub828\uc740 \uc544\ub2d8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uc548, \ube0c\ub79c\ub4dc \ud3ec\ud138 (\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc811\uadfc \ubc0f \ubb38\uc11c \uad00\ub9ac \uae30\ub2a5 \ud3ec\ud568)<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>ESG \uc2ec\uc0ac<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uae30\ubcf8\uc801\uc73c\ub85c \uc0ac\uc6a9 \ubd88\uac00<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud1b5\ud569 ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uc810\uc218\ud654 \ubc0f \uc2a4\ud06c\ub9ac\ub2dd \ub3c4\uad6c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>AI \uae30\ubc18 \uc790\ubb38<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc0ac\uc6a9 \ubd88\uac00<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\ub3d9\ud654\ub41c \uc790\ubb38 \ubc0f DPM(\uc7ac\ub7c9 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac)<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\uc8fc\ubb38 \uae30\ub85d<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc81c\ud55c\uc801\uc774\uac70\ub098 \ub9de\ucda4 \uc124\uc815\uc774 \ud544\uc694\ud569\ub2c8\ub2e4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CRM \ub0b4\uc5d0\uc11c \uac1c\uc778\ud654\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \ub85c\uc5f4\ud2f0\ub97c \uc704\ud574 \uc561\uc138\uc2a4 \uac00\ub2a5<\/p><\/td><\/tr><\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\ub2e4\uc74c \uc139\uc158\uc5d0\uc11c \uc790\uc138\ud788 \uc124\uba85\ud558\ub4ef\uc774, \uc774\ub7ec\ud55c \ubb38\uc81c\ub97c \ud574\uacb0\ud558\uae30 \uc704\ud574 InvestGlass\ub294 \uace0\uc720\ud55c \uc5f0\uacb0 \ubc0f \ud1b5\ud569 \uc811\uadfc \ubc29\uc2dd\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc5f0\uacb0\uc131\uc758 \ud798: \ud575\uc2ec \ubc45\ud0b9 \uc2dc\uc2a4\ud15c \ud1b5\ud569<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">API-First \uc544\ud0a4\ud14d\ucc98<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass\uac00 \uae30\uc874 \ucf54\uc5b4 \ubc45\ud0b9 \uc778\ud504\ub77c\uc640 \uc5f0\uacb0\ub418\ub294 \ubc29\uc2dd\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/strong> InvestGlass\ub294 \ubaa8\ub4e0 \uae30\ub2a5\uacfc \ub370\uc774\ud130\uc5d0 API\ub97c \ud1b5\ud574 \uc811\uadfc\ud560 \uc218 \uc788\ub3c4\ub85d \uc124\uacc4\ub41c \uc2a4\ub9c8\ud2b8\ud55c API \uc6b0\uc120 \uc544\ud0a4\ud14d\ucc98\ub97c \ud65c\uc6a9\ud558\uc5ec \uc6d0\ud65c\ud55c \ud1b5\ud569\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub294 \uc0ac\uc2e4\uc0c1 \ubaa8\ub4e0 \ucd5c\uc2e0 \ub610\ub294 \ub808\uac70\uc2dc \ucf54\uc5b4 \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uacfc\uc758 \ud1b5\ud569\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc720\uc5f0\ud55c \uc5f0\uacb0 \uacc4\uce35 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ucef4\ud3ec\uc800\ube14 \ubc45\ud0b9\uc774\ub780?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uad6c\uc131 \uac00\ub2a5\ud55c \ubc45\ud0b9<\/strong> \uc774\ub294 \ubc45\ud0b9 \uc5c5\ubb34\ubcc4 \ucd5c\uc801\uc758 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc120\ud0dd\ud558\uace0 API\ub97c \ud1b5\ud574 \uc6d0\ud65c\ud558\uac8c \uc5f0\uacb0\ud558\ub294 \ubaa8\ub4c8\uc2dd, \ucd5c\uace0\uc758 \uae30\uc220 \uc811\uadfc \ubc29\uc2dd\uc785\ub2c8\ub2e4. \uc774\ub294 \ubca4\ub354 \uc885\uc18d\uc744 \ubc29\uc9c0\ud558\uace0 \uc2e0\uc18d\ud55c \ud601\uc2e0\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc624\ud508\ubc45\ud0b9 \ud61c\ud0dd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%eb%82%98%eb%a7%8c%ec%9d%98-%ed%94%84%eb%9d%bc%ec%9d%b4%eb%b9%97-%eb%b1%85%ed%81%ac%eb%a5%bc-%ec%8b%9c%ec%9e%91%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95\/\" target=\"_self\"><strong>\uc624\ud508 \ubc45\ud0b9<\/strong><\/a> \uace0\uac1d \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc548\uc804\ud55c API \uc81c\uacf5\uc744 \uc740\ud589\uc774 \uc218\ud589\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud558\uba70, \uc885\uc885 \uc720\ub7fd\uc758 PSD2(\uc9c0\uae09\uacb0\uc81c\uc9c0\uce68 2)\uc640 \uac19\uc740 \uaddc\uc815\uc5d0 \uc758\ud574 \uc758\ubb34\ud654\ub429\ub2c8\ub2e4. \uc774\ub294 \uc81c3\uc790 \ud1b5\ud569\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \ud601\uc2e0\uacfc \uacbd\uc7c1\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc2e4\ubb34\uc5d0\uc11c\uc758 \ucf54\uc5b4 \ubc45\ud0b9 \ud1b5\ud569<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>InvestGlass\ub294 Temenos, Avaloq, Skaleet, SaaScada\uc640 \uac19\uc740 \ucf54\uc5b4 \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uc5d0 \uc5f0\uacb0\ub429\ub2c8\ub2e4.<\/li><li>\uc774 \ud50c\ub7ab\ud3fc\uc740 \ud1b5\ud569\uacfc \ub9de\ucda4\ud654\ub97c \ud1b5\ud574 \uace0\uc720\ud55c \uc6cc\ud06c\ud50c\ub85c\ub97c \uc9c0\uc6d0\ud558\uba70 \ub514\uc9c0\ud138 \uc6b4\uc601\uc744 \uc704\ud55c \uc911\uc559 \uc2e0\uacbd\uacc4 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/li><li>\uc790\ub3d9\ud654\ub41c \ub370\uc774\ud130 \ud750\ub984\uc740 <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>, \uacc4\uc815 <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>, \uc2e4\uc2dc\uac04 \uac70\ub798 \ubaa8\ub2c8\ud130\ub9c1.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ucf54\uc5b4 \ubc45\ud0b9 \ud30c\ud2b8\ub108\uc2a4 \uac1c\uc694<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\ucf54\uc5b4 \ubc45\ud0b9 \ud30c\ud2b8\ub108<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\ud0c0\uc785<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\ud575\uc2ec \uc5ed\ub7c9<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4 \ud1b5\ud569<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\ud14c\uba54\ub178\uc2a4<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uae00\ub85c\ubc8c \uae30\uc5c5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud655\uc7a5\uc131\uacfc \uae00\ub85c\ubc8c \uc601\ud5a5\ub825<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud504\ub860\ud2b8\uc5d4\ub4dc \ud604\ub300\ud654\ub97c \uc704\ud55c API \uc5f0\uacb0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\uc544\ubc1c\ub85c\ud06c<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\uc0b0 \uad00\ub9ac \uc804\ubb38\uac00<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud22c\uc790 \uad00\ub9ac \ubc0f \uc790\ubb38<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6d0\ud65c\ud55c PMS \ubc0f CRM \ub370\uc774\ud130 \uad50\ud658<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\uc2a4\ucf00\uc77c\uc787<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c, \ubaa8\ub4c8\uc2dd<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2e0\uc18d\ud55c \ubc30\ud3ec, \uc2e4\uc2dc\uac04 \uacb0\uc81c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc628\ubcf4\ub529 \ubc0f CRM\uc744 \uc704\ud55c \uc804\uccb4 API \ud1b5\ud569<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>SaaScada<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uae30\ubc18 \uc5d4\uc9c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub85c\uc6b0\ucf54\ub4dc \uc81c\ud488 \uad6c\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>API \uae30\ubc18 \ub370\uc774\ud130 \ub3d9\uae30\ud654<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\uc624\ub77c\ud074 \/ SAP<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uae30\uc5c5 \ub808\uac70\uc2dc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uad11\ubc94\uc704\ud55c \uae08\uc735 \uae30\ub2a5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc720\uc5f0\ud55c API \ubc0f \ud50c\ub7ab \ud30c\uc77c \uc5f0\uacb0<\/p><\/td><\/tr><\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\ud575\uc2ec \ubc45\ud0b9 \ud1b5\ud569\uc774 \uc644\ub8cc\ub428\uc5d0 \ub530\ub77c, \ub2e4\uc74c \ub2e8\uacc4\ub294 \uc6d0\ud65c\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc704\ud574 \uc790\uc0b0 \uad00\ub9ac \ud504\ub85c\uc138\uc2a4\ub97c \ud1b5\ud569\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc790\uc0b0 \uad00\ub9ac\ub97c \ud1b5\ud569\ud558\ub2e4: \ud1b5\ud569 PMS\uc758 \uc7a5\uc810<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ud1b5\ud569<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c(PMS)\uc744 CRM\uacfc \uc5f0\uacb0\ud574\uc57c \ud558\ub294 \uc774\uc720\ub294 \ubb34\uc5c7\uc785\ub2c8\uae4c?<\/strong> PMS\ub294 \uace0\uac1d \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad00\ub9ac\ud558\ub294 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. PMS\ub97c CRM\uc5d0 \uc5f0\uacb0\ud558\uba74 \uac1c\uc778\ud654\ub41c \uc790\uc0b0 \uad00\ub9ac \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \ud1b5\ud569\ub41c \u201cCustomer 360\u201d \ubdf0\ub97c \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc2e4\uc2dc\uac04 \uc778\uc0ac\uc774\ud2b8 \ubc0f \uc790\ub3d9\ud654<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\ubb38\uc740 \uc2e4\uc2dc\uac04 \ub370\uc774\ud130 \ucd94\uc801, \uaddc\uc815 \uc900\uc218 \ud655\uc778(\uc801\ud569\uc131 \ubc0f \ud0c0\ub2f9\uc131 \ub4f1), \ud22c\uc790 \uc5f0\uad6c\ub97c \ud55c \uacf3\uc5d0\uc11c \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li><li>\uae30\ub2a5\uc5d0\ub294 \uc790\ub3d9 \uc8fc\uc2dd \uc2a4\ud06c\ub9ac\ub2dd\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4., <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ec%8a%a4%ed%8a%b8%eb%a0%88%ec%8a%a4-%ed%85%8c%ec%8a%a4%ed%8a%b8\/\" target=\"_self\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2a4\ud2b8\ub808\uc2a4 \ud14c\uc2a4\ud2b8<\/a>, \uadf8\ub9ac\uace0 ESG \ucc44\uc810.<\/li><li>\uc790\ub3d9\ud654\ub294 \ubcf5\uc7a1\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \ud6a8\uc728\uc801\uc778 \uad00\ub9ac, \uc790\ub3d9\ud654\ub41c \ub9ac\ubc38\ub7f0\uc2f1, \uadf8\ub9ac\uace0 \uace0\uac1d\uc758 \ubaa9\ud45c \ubc0f \uac00\uce58\uc640\uc758 \uc77c\uce58\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud22c\uc790 \ub77c\uc774\ud504\uc0ac\uc774\ud074 \uac04\uc18c\ud654<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \uc628\ubcf4\ub529 \ubc0f \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1<\/li><li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\uc131 \ubc0f \uc8fc\ubb38 \uc2e4\ud589<\/li><li>\uc9c0\uc18d\uc801\uc778 \uc131\uacfc \ubcf4\uace0, \ubaa8\ub450 \ub2e8\uc77c \ud658\uacbd \ub0b4\uc5d0\uc11c \uad00\ub9ac<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138 \uae30\ub2a5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub9de\ucda4\ud615 \uc2dc\uac01\uc801\uc73c\ub85c \ub9e4\ub825\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc11c\ub97c \uc704\ud55c \uac15\ub825\ud55c \ubcf4\uace0 \ub3c4\uad6c<\/li><li>\ubcf4\uc548 \uace0\uac1d <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ed%88%ac%ec%9e%90%ec%9e%90-%ed%8f%ac%ed%84%b8\/\" target=\"_self\">\ud22c\uc790\uc790\ub97c \uc704\ud55c \ud3ec\ud138<\/a> \ubcf4\uc720 \uc790\uc0b0\uc744 \ud655\uc778\ud558\uace0, \uc131\uacfc\ub97c \ucd94\uc801\ud558\uba70, \uc11c\ub958\uc5d0 \uc811\uadfc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\uc790\uc0b0 \uad00\ub9ac \ubc0f \uace0\uac1d \ucc38\uc5ec\uac00 \ud1b5\ud569\ub428\uc5d0 \ub530\ub77c \ub370\uc774\ud130 \ubcf4\uc548 \ubc0f \uaddc\uc815 \uc900\uc218\uac00 \ub2e4\uc74c\uc73c\ub85c \uc911\uc694\ud55c \ucd08\uc810\uc774 \ub429\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \uaddc\uc815 \uc900\uc218: \uc2a4\uc704\uc2a4\uc758 \uc774\uc810<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ub370\uc774\ud130 \uc8fc\uad8c \uc815\uc758<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub370\uc774\ud130 \uc8fc\uad8c<\/strong> \ub370\uc774\ud130\uac00 \uc218\uc9d1\ub41c \uad6d\uac00\uc758 \ubc95\ub960 \ubc0f \uac70\ubc84\ub10c\uc2a4 \uad6c\uc870\uc758 \uc801\uc6a9\uc744 \ubc1b\ub294\ub2e4\ub294 \uac1c\ub150\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. InvestGlass\ub294 \uc2a4\uc704\uc2a4 \uc18c\ubc84\ub9b0 \ud074\ub77c\uc6b0\ub4dc(\uc81c\ub124\ubc14) \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\ub97c \ud3ec\ud568\ud558\uc5ec \ucd5c\uace0 \uc218\uc900\uc758 \ubcf4\uc548 \ubc0f \uae30\ubc00\uc131\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \ud638\uc2a4\ud305 \uc635\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc790\ub3d9\ud654\ub41c \uaddc\uc815 \uc900\uc218 \uae30\ub2a5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AML(\uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0) \uc810\uac80, KYC(\uace0\uac1d \ud655\uc778) \uc778\uc99d \ubc0f \uc704\ud5d8 \ud3c9\uac00\ub97c \uc704\ud55c \ub0b4\uc7a5 \uc790\ub3d9\ud654<\/li><li>GDPR(\uc720\ub7fd \uc77c\ubc18 \ub370\uc774\ud130 \ubcf4\ud638 \uaddc\uc815) \ubc0f FINMA(\uc2a4\uc704\uc2a4 \uae08\uc735 \uc2dc\uc7a5 \uac10\ub3c5\uccad)\uc640 \uac19\uc740 \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ub300\ud55c AI \uae30\ubc18 \uc774\uc0c1 \ud0d0\uc9c0 \ubc0f \uaddc\uc815 \uc900\uc218 \ubaa8\ub2c8\ud130\ub9c1<\/li><li>MiFID II \ubc0f LSFIN\uacfc \uac19\uc740 \uaddc\uc815\uc5d0 \ub300\ud55c \uc790\ub3d9 \uc801\ud569\uc131 \ubc0f \uc801\uc808\uc131 \uac80\uc0ac<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ubcf4\uc548 \ubb38\uc11c \uad00\ub9ac \ubc0f \uac10\uc0ac \ucd94\uc801<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubbfc\uac10\ud55c \uace0\uac1d \uc11c\ub958\uc758 \uc548\uc804\ud55c \ubcf4\uad00 \ubc0f \uc815\ub9ac<\/li><li>\ubaa8\ub4e0 \uc0ac\uc6a9\uc790 \uc791\uc5c5 \ubc0f \uc2dc\uc2a4\ud15c \ubcc0\uacbd \uc0ac\ud56d\uc744 \ucd94\uc801\ud558\ub294 \ud3ec\uad04\uc801\uc778 \uac10\uc0ac \ucd94\uc801<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\uc804\ud658: \uaddc\uc815 \uc900\uc218\uc640 \ub370\uc774\ud130 \uc8fc\uad8c\uc774 \ubcf4\uc7a5\ub418\uc5b4 InvestGlass\ub294 AI\ub97c \ud65c\uc6a9\ud558\uc5ec \ud6a8\uc728\uc131\uacfc \uace0\uac1d \uacbd\ud5d8\uc744 \ub354\uc6b1 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ubbf8\ub798\ub294 AI \uae30\ubc18\uc774\uba70 \uc5f0\uacb0\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ud604\ub300 \uc7ac\ubb34\ub97c \uc704\ud55c \uc9c0\ub2a5\ud615 \uc790\ub3d9\ud654<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI \uae30\ubc18 \uace0\uac1d \uc138\ubd84\ud654, \uc608\uce21 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%eb%a6%ac%eb%93%9c-%ec%8a%a4%ec%bd%94%ec%96%b4%eb%a7%81-%eb%aa%a8%eb%8d%b8%ec%9d%b4%eb%9e%80\/\" target=\"_self\">\ub9ac\ub4dc \ub4dd\uc810<\/a>, \uadf8\ub9ac\uace0 \ud14d\uc2a4\ud2b8 \uc74c\uc131 \ubcc0\ud658 \uae30\ub2a5<\/li><li>\uc790\ub3d9\ud654\ub41c \uc790\ubb38 \ubc0f DPM(\uc7ac\ub7c9\uc801 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac)\uc744 \ud1b5\ud55c \ucd08\uac1c\uc778\ud654 \ud22c\uc790 \uc804\ub7b5<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\uc628\ubcf4\ub529 \uacbd\ud5d8 \ud5a5\uc0c1<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI \uae30\ubc18 <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>, \ubb38\uc11c \ucd94\ucd9c, \uc704\ud5d8 \ud3c9\uac00<\/li><li>\uc628\ubcf4\ub529 \uc2dc\uac04 \ub2e8\ucd95 \ubc0f \uc6b4\uc601 \ud6a8\uc728\uc131 \ud5a5\uc0c1<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\uc608\uce21 \ubd84\uc11d<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2dc\uc7a5 \ud2b8\ub80c\ub4dc\uc640 \uace0\uac1d \ud589\ub3d9\uc744 \uc608\uce21\ud558\ub2e4<\/li><li>\ud22c\uc790 \uae30\ud68c\ub97c \ud30c\uc545\ud558\uace0 \uc8fc\uc758\uac00 \ud544\uc694\ud55c \uacc4\uc815\uc744 \ud45c\uc2dc\ud558\uc138\uc694.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\uc804\ud658: \uc774\ub7ec\ud55c AI \uae30\ubc18 \uae30\ub2a5\uc740 \ud604\ub300 \uae08\uc735 \uae30\uad00\uc5d0 \ud544\uc218\uc801\uc778 \uace0\uac1d \uc911\uc2ec \uc811\uadfc \ubc29\uc2dd\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uace0\uac1d \uc911\uc2ec \uc811\uadfc \ubc29\uc2dd\uc758 \uc911\uc694\uc131<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ub300\uaddc\ubaa8 \uac1c\uc778\ud654<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub9de\ucda4\ud615 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ubc0f \ud22c\uc790 \uc804\ub7b5\uc744 \uc704\ud574 \uc0c1\ud638 \uc791\uc6a9, \uc120\ud638\ub3c4 \ubc0f \uc778\uc0dd \uc774\ubca4\ud2b8\ub97c \ucd94\uc801\ud558\uc138\uc694<\/li><li>\ubaa8\ub4e0 \uace0\uac1d\uc5d0\uac8c, \ub2e8\uc21c\ud788 \ucd08\uace0\uc561 \uc790\uc0b0\uac00\uac00 \uc544\ub2c8\ub354\ub77c\ub3c4, \uc138\uc2ec\ud55c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uc2ed\uc2dc\uc624.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\uace0\uac1d\uc5d0\uac8c \uc140\ud504 \uc11c\ube44\uc2a4 \ub3c4\uad6c \uc81c\uacf5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uac1d \ud3ec\ud138\uc744 \ud1b5\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ubcf4\uace0\uc11c, \ubb38\uc11c\uc5d0 \ub300\ud55c \uc548\uc804\ud558\uace0 24\uc2dc\uac04 \uc5f0\uc911\ubb34\ud734 \uc561\uc138\uc2a4<\/li><li>\ub9de\ucda4 \uc124\uc815 \uac00\ub2a5\ud55c \ud3ec\ud138 \ube0c\ub79c\ub529\uc73c\ub85c \uc77c\uad00\ub418\uace0 \uc804\ubb38\uc801\uc778 \uacbd\ud5d8\uc744 \uc81c\uacf5<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\uac04\uc18c\ud654\ub41c \ucee4\ubba4\ub2c8\ucf00\uc774\uc158 \ucc44\ub110<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud1b5\ud569 \uc774\uba54\uc77c, \uc548\uc804\ud55c \uba54\uc2dc\uc9d5, \ud654\uc0c1 \ud1b5\ud654<\/li><li>\ud22c\uba85\uc131\uacfc \uc2e0\ub8b0\ub97c \uc704\ud55c \uace0\uac1d \uc0c1\ud638\uc791\uc6a9 \uc804\uccb4 \uae30\ub85d<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\uace0\uac1d \uc911\uc2ec \uc811\uadfc \ubc29\uc2dd\uc740 \uc720\uc5f0\ud558\uace0 \ubbf8\ub798 \uc9c0\ud5a5\uc801\uc778 \uae30\uc220 \uae30\ubc18 \uc704\uc5d0\uc11c\ub9cc \uc9c0\uc18d \uac00\ub2a5\ud569\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ubbf8\ub798 \ubcf4\uc7a5\ud615 \uae08\uc735 \uc0dd\ud0dc\uacc4 \uad6c\ucd95<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">API \ud1b5\ud569\uc744 \ud1b5\ud55c \ubbfc\ucca9\uc131<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud0c0\uc0ac \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \ub370\uc774\ud130 \uc81c\uacf5\uc5c5\uccb4 \ubc0f \ud575\uc2ec \uc2dc\uc2a4\ud15c\uacfc\uc758 \uc6d0\ud65c\ud55c \ud1b5\ud569<\/li><li>\ubcc0\ud654\ud558\ub294 \uc694\uad6c\uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud55c \uae30\uc220 \uc2a4\ud0dd\uc758 \uc9c0\uc18d\uc801\uc778 \ubc1c\uc804<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ub514\uc9c0\ud138 \uc804\ud658 \uc5ed\ub7c9 \uac15\ud654<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud604\ub300\uc801\uc774\uace0 \uc9c1\uad00\uc801\uc778 \ud504\ub860\ud2b8\uc5d4\ub4dc\ub97c \uae30\uc874 \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc5d0 \ubc30\ud3ec \uac00\ub2a5<\/li><li>\uc804\uccb4 \ucf54\uc5b4 \uc2dc\uc2a4\ud15c \uad50\uccb4\uc758 \uc704\ud5d8 \uc5c6\uc774 \ub514\uc9c0\ud138 \uc6b0\uc120 \uacbd\ud5d8<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ub2e4\uc591\ud55c \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378 \uc9c0\uc6d0<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud504\ub77c\uc774\ube57 \ubc45\ud06c, \ud328\ubc00\ub9ac \uc624\ud53c\uc2a4, \ub124\uc624\ubc45\ud06c, \uc790\ub3d9\ud654 \ube0c\ub85c\ucee4\uc5d0 \uc801\ud569<\/li><li>\uba54\ud0c0 \ud504\ub85c\uadf8\ub798\ubc0d \uc811\uadfc \ubc29\uc2dd\uc740 \ub2e4\uc591\ud55c \uc6cc\ud06c\ud50c\ub85c\uc640 \ube44\uc988\ub2c8\uc2a4 \ud504\ub85c\uc138\uc2a4\ub97c \uc218\uc6a9\ud569\ub2c8\ub2e4<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\uae30\uc220\uc774 \uc62c\ubc14\ub974\uac8c \uac16\ucdb0\uc838 \uc788\ub2e4\uace0 \ud574\ub3c4 \ub514\uc9c0\ud138 \uc804\ud658\uc740 \uc2e0\uc911\ud55c \uacc4\ud68d\uacfc \uc2e4\ud589\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ub514\uc9c0\ud138 \uc804\ud658\uc758 \uc5b4\ub824\uc6c0 \uadf9\ubcf5<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ud754\ud788 \uc800\uc9c0\ub974\ub294 \uc2e4\uc218<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc798\ubabb\ub41c \uae30\uc220 \uc120\ud0dd<\/li><li>\ud1b5\ud569 \ubcf5\uc7a1\uc131\uc744 \uacfc\uc18c\ud3c9\uac00<\/li><li>\uc0ac\uc6a9\uc790 \ucc44\ud0dd \uc2e4\ud328<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\uc131\uacf5\uc744 \uc704\ud55c \ucd09\ub9e4\uc81c\ub85c\uc11c InvestGlass<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc9c1\uad00\uc801\uc778 \uc778\ud130\ud398\uc774\uc2a4\uc640 \uc0ac\uc6a9\uc790 \uce5c\ud654\uc801\uc778 \ub514\uc790\uc778\uc73c\ub85c \ub192\uc740 \ucc44\ud0dd\ub960\uc744 \ubcf4\uc785\ub2c8\ub2e4<\/li><li>API \uc6b0\uc120 \uc544\ud0a4\ud14d\ucc98\ub294 \ud1b5\ud569\uc744 \ub2e8\uc21c\ud654\ud569\ub2c8\ub2e4<\/li><li>\uc804\ub2f4 \uc9c0\uc6d0\ud300 \ubc0f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8c%8c%ed%8a%b8%eb%84%88-%ec%b0%be%ea%b8%b0\/\" target=\"_self\">\ud30c\ud2b8\ub108 \ub124\ud2b8\uc6cc\ud06c<\/a> \uc6d0\ud65c\ud55c \uad6c\ud604\uc744 \uc704\ud574<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud604\ub300\ud654\ub97c \uc704\ud55c \ub2e8\uacc4\uc801 \uc811\uadfc<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud2b9\uc815 \ubaa8\ub4c8(\uc608: \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ub610\ub294 \ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138)\ub85c \uc2dc\uc791<\/li><li>\uc810\uc9c4\uc801\uc73c\ub85c \ud50c\ub7ab\ud3fc \uc0ac\uc6a9\uc744 \ud655\uc7a5\ud558\uc5ec \ud63c\ub780\uc744 \ucd5c\uc18c\ud654\ud558\uace0 \uac00\uce58\ub97c \uc2e0\uc18d\ud558\uac8c \uc2e4\ud604\ud558\uc2ed\uc2dc\uc624<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\uc804\ud658: \uc624\ud508 \ubc45\ud0b9\uc740 \uc790\uc0b0 \uad00\ub9ac\uc758 \ubbf8\ub798\ub97c \ud615\uc131\ud558\ub294 \ub610 \ub2e4\ub978 \ud575\uc2ec \ud2b8\ub80c\ub4dc\uc785\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uc624\ud508 \ubc45\ud0b9\uc758 \uc5ed\ud560<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\uc624\ud508\ubc45\ud0b9 \uc124\uba85<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">PSD2(\uc9c0\uae09\uacb0\uc81c\uc11c\ube44\uc2a4\uc9c0\uce682)\uc640 \uac19\uc740 \uaddc\uc81c\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\ub294 \uc624\ud508\ubc45\ud0b9\uc740 \uc740\ud589\uc774 API\ub97c \ud1b5\ud574 \uace0\uac1d \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc548\uc804\ud55c \uc811\uadfc\uc744 \uc81c\uacf5\ud558\ub3c4\ub85d \uc694\uad6c\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc81c3\uc790 \uc81c\uacf5\uc5c5\uccb4\uac00 \uc0c8\ub85c\uc6b4 \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uac8c \ub418\uc5b4 \ud601\uc2e0\uacfc \uacbd\uc7c1\uc774 \uac00\ub2a5\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass \uc640 \uc624\ud508\ubc45\ud0b9 \uc0dd\ud0dc\uacc4<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2a4\ub9c8\ud2b8 API\ub294 \uacc4\uc815 \ud1b5\ud569, \uacb0\uc81c \uac1c\uc2dc \ubc0f \ud540\ud14c\ud06c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uacfc\uc758 \uc548\uc804\ud55c \uc5f0\uacb0\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/li><li>\uae30\uad00\uc740 \uace0\uac1d\uc5d0\uac8c \ub354 \ud3ec\uad04\uc801\uc774\uace0 \ud601\uc2e0\uc801\uc778 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\uc0c8\ub85c\uc6b4 \uc218\uc775\uc6d0 \ucc3d\ucd9c<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud0c0\uc0ac \ub300\ucd9c \ub610\ub294 \ubcf4\ud5d8 \ud50c\ub7ab\ud3fc\uacfc \ud1b5\ud569<\/li><li>\uc0c8\ub85c\uc6b4 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uacfc \uc218\uc775 \uae30\ud68c\ub97c \ud0d0\uc0c9\ud558\uc138\uc694<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\uc804\ud658: \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc758 \uc804\ub7b5\uc801 \uac00\uce58\ub294 \uc774\ub7ec\ud55c \uae30\ub2a5\ub4e4\uc758 \ucd1d\uccb4\uc785\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc758 \uc804\ub7b5\uc801 \uac00\uce58<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\uc6b4\uc601 \ud6a8\uc728\uc131 \ud5a5\uc0c1<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc774\ud130 \uc0ac\uc77c\ub85c\ub97c \uc81c\uac70\ud558\uace0 \uc218\ub3d9 \ud504\ub85c\uc138\uc2a4\ub97c \uc790\ub3d9\ud654\ud558\uc138\uc694<\/li><li>\uc790\ubb38\uac00\ub4e4\uc740 \uace0\uac1d \ucc38\uc5ec \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4<\/li><li>\ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ud300\uc740 \uc790\ub3d9\ud654\ub41c \uac80\uc0ac\uc640 \uac10\uc0ac \ucd94\uc801\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud5a5\uc0c1\ub41c \uace0\uac1d \uacbd\ud5d8<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc628\ubcf4\ub529\ubd80\ud130 \ub9ac\ud3ec\ud305\uae4c\uc9c0 \uc6d0\ud65c\ud558\uace0 \uac1c\uc778\ud654\ub41c \uacbd\ud5d8<\/li><li>\uc790\ubb38\uac00\ub4e4\uc740 \uc644\uc804\ud558\uace0 360\ub3c4\uc758 \uace0\uac1d \uc815\ubcf4\ub97c \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ub370\uc774\ud130 \uae30\ubc18 \uc758\uc0ac \uacb0\uc815<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc911\uc559 \uc9d1\uc911\uc2dd \ub370\uc774\ud130\ub294 \uace0\uae09 \ubd84\uc11d \ubc0f \uc804\ub7b5\uc801 \ud1b5\ucc30\ub825\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud655\uc7a5\uc131 \ubc0f \uc801\uc751\uc131<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc720\uc5f0\ud558\uace0 \uc870\ud569 \uac00\ub2a5\ud55c \uc544\ud0a4\ud14d\ucc98\ub294 \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc5d0 \ub530\ub77c \ud655\uc7a5\ub429\ub2c8\ub2e4<\/li><li>\ud544\uc694\uc5d0 \ub530\ub77c \uc0c8\ub85c\uc6b4 \ubaa8\ub4c8, \ud1b5\ud569 \ubc0f \uae30\ub2a5\uc744 \ucd94\uac00\ud558\uc138\uc694<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ubaa8\ubc14\uc77c CRM \ubc0f \ud604\uc7a5 \ud65c\uc6a9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uac15\ub825\ud55c \ubaa8\ubc14\uc77c CRM \uae30\ub2a5\uc744 \ud3ec\ud568\ud558\uc5ec \uc774\ub3d9 \uc911\uc778 \uc601\uc5c5 \ub2f4\ub2f9\uc790\uc640 \uc5b4\ub4dc\ubc14\uc774\uc800\ub97c \uc704\ud55c \uc2e4\uc2dc\uac04 \uc5c5\ub370\uc774\ud2b8 \ubc0f \uc0dd\uc0b0\uc131 \ub3c4\uad6c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2e4\uc81c \uc2dc\ub098\ub9ac\uc624\uc5d0\uc11c \uc601\uc5c5 \ub2f4\ub2f9\uc790\ub294 \uc2e4\uc2dc\uac04 \ub370\uc774\ud130 \uc785\ub825, \uc624\ud504\ub77c\uc778 \uae30\ub2a5 \ubc0f \ubaa8\ubc14\uc77c \uc561\uc138\uc2a4\ub97c \ud1b5\ud574 \ud604\uc7a5\uc5d0\uc11c \ube60\ub974\uace0 \ud6a8\uc728\uc801\uc73c\ub85c \ub300\uc751\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc77c\uc0c1\uc801\uc778 \uc5b4\ub4dc\ubc14\uc774\uc800 \ud65c\ub3d9\uc774 \uac04\uc18c\ud654\ub418\uace0 InvestGlass\uac00 \ud300\uc774 \uc5b4\ub514\uc11c \uc77c\ud558\ub4e0 \uc601\uc5c5 \ubc0f \uad00\ub9ac \ucf54\ub514\ub124\uc774\uc158\uc744 \uc9c0\uc6d0\ud558\ub294 \ub370 \uc2e4\uc81c\ub85c \uc0ac\uc6a9\ub418\ub294 \uac83\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uacb0\ub860: \uc778\ubca0\uc2a4\ud2b8\uae00\ub77c\uc2a4\uc758 \uc7a5\uc810<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130\uac00 \uadf8 \uc5b4\ub290 \ub54c\ubcf4\ub2e4 \uc911\uc694\ud558\uace0 \uace0\uac1d \uae30\ub300\uce58\uac00 \uadf8 \uc5b4\ub290 \ub54c\ubcf4\ub2e4 \ub192\uc544\uc9c4 \uc0b0\uc5c5\uc5d0\uc11c, \uc77c\ubc18\uc801\uc778 CRM\uacfc \ubd84\ub9ac\ub41c \uc2dc\uc2a4\ud15c\uc740 \ub354 \uc774\uc0c1 \ucda9\ubd84\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uae08\uc735 \uae30\uad00\uc740 \uc790\uc0b0 \uad00\ub9ac\uc758 \ubcf5\uc7a1\uc131\uc744 \ucc98\ub9ac\ud558\uace0, \uc5c4\uaca9\ud55c \uaddc\uc815\uc744 \uc900\uc218\ud558\uba70, \ud575\uc2ec \ubc45\ud0b9 \uc778\ud504\ub77c\uc640 \uc6d0\ud65c\ud558\uac8c \uc5f0\uacb0\ub420 \uc218 \uc788\ub294 \uc804\ubb38\ud654\ub41c \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc774\ub7ec\ud55c \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uac15\ub825\ud55c \uc2a4\uc704\uc2a4 Sovereign CRM\uacfc \ub124\uc774\ud2f0\ube0c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c, API \uc6b0\uc120 \uc5f0\uacb0 \ub808\uc774\uc5b4\ub97c \uacb0\ud569\ud558\uc5ec InvestGlass\ub294 \uc740\ud589, \ube0c\ub85c\ucee4, \uc790\uc0b0 \uad00\ub9ac\uc790\uac00 \uc6b4\uc601\uc744 \ud604\ub300\ud654\ud558\uace0 \ud0c1\uc6d4\ud55c \uace0\uac1d \uacbd\ud5d8\uc744 \uc81c\uacf5\ud558\uba70 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \uc774\ub04c \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. InvestGlass\ub97c \ucc44\ud0dd\ud558\ub294 \uac83\uc740 \ub2e8\uc21c\ud55c IT \uc5c5\uadf8\ub808\uc774\ub4dc\uac00 \uc544\ub2c8\ub77c \uae08\uc735 \uc11c\ube44\uc2a4\uc758 \ubbf8\ub798\uc5d0 \ub300\ud55c \uc804\ub7b5\uc801 \ud22c\uc790\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38(FAQ)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass\ub97c \uc77c\ubc18 CRM(Salesforce, HubSpot \ub4f1)\uacfc \ucc28\ubcc4\ud654\ud558\ub294 \uc810\uc740 \ubb34\uc5c7\uc785\ub2c8\uae4c?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uae08\uc735 \uc0b0\uc5c5\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc81c\uc791\ub41c \uc2a4\uc704\uc2a4 \ub2e8\ub3c5 CRM\uc785\ub2c8\ub2e4. \uc77c\ubc18 CRM\uc740 \uae08\uc735 \ub370\uc774\ud130\uc640 \uaddc\uc815 \uc900\uc218\ub97c \ucc98\ub9ac\ud558\uae30 \uc704\ud574 \uad11\ubc94\uc704\ud55c \ub9de\ucda4 \uc124\uc815\uc774 \ud544\uc694\ud558\uba70, \uc885\uc885 \uae30\ubcf8 \uae30\ub2a5\ub9cc \uc81c\uacf5\ud558\ub294 \ubc18\uba74, InvestGlass\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ud575\uc2ec \ubc45\ud0b9 \ud1b5\ud569, MIFID (\uae08\uc735 \uc0c1\ud488 \uc2dc\uc7a5 \uc9c0\uce68) \ubc0f LSFIN (\uc2a4\uc704\uc2a4 \uae08\uc735 \uc11c\ube44\uc2a4\ubc95)\uacfc \uac19\uc740 \ubcf5\uc7a1\ud55c \uaddc\uc815 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uae30\ubcf8\uc801\uc73c\ub85c, \uc989\uc2dc \uc9c0\uc6d0\ud558\uba70 \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc704\ud55c \ud544\uc218 \uae30\ub2a5\uc744 \ubaa8\ub450 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. InvestGlass\ub294 \uae30\uc874 \ucf54\uc5b4 \ubc45\ud0b9 \uc2dc\uc2a4\ud15c\uacfc \uc5f0\uacb0\ub420 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub124, InvestGlass\ub294 API \uc6b0\uc120 \uc544\ud0a4\ud14d\ucc98(\uc190\uc26c\uc6b4 \ud1b5\ud569\uc744 \uc704\ud574 \ubaa8\ub4e0 \uae30\ub2a5\uc5d0 API\ub97c \ud1b5\ud574 \uc811\uadfc \uac00\ub2a5)\ub97c \uac16\ucd94\uace0 \uc788\uc5b4 \uc5f0\uacb0 \uacc4\uce35\uc73c\ub85c \uae30\ub2a5\ud569\ub2c8\ub2e4. API, \uc6cc\ucee4 \ub610\ub294 \ud50c\ub7ab \ud30c\uc77c\uc744 \ud1b5\ud574 \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uacfc \ud1b5\ud569\ud560 \uc218 \uc788\uc73c\uba70, Temenos, Avaloq, Skaleet, SaaScada\uc640 \uac19\uc740 \uc8fc\uc694 \uc81c\uacf5\uc5c5\uccb4\uc640 \ud30c\ud2b8\ub108\uc2ed\uc744 \ub9fa\uace0 \uace0\uc720\ud55c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. InvestGlass\uc5d0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c(PMS)\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\uae4c?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub124, InvestGlass\ub294 \uc644\uc804 \ud1b5\ud569\ub41c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c(PMS, \uace0\uac1d \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \uc704\ud55c \ud50c\ub7ab\ud3fc)\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc790\uc0b0 \uad00\ub9ac\uc790\ub294 CRM \ud658\uacbd \ub0b4\uc5d0\uc11c \uc8fc\ubb38 \uad00\ub9ac, \uc2e4\uc2dc\uac04 \ub370\uc774\ud130 \ucd94\uc801, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc2a4\ud2b8\ub808\uc2a4 \ud14c\uc2a4\ud2b8, \uc790\ub3d9 \uc790\ubb38 \uc11c\ube44\uc2a4\ub97c \ucc98\ub9ac\ud560 \uc218 \uc788\uc73c\uba70, \uc8fc\ubb38 \uc774\ub825\uc5d0 \uc561\uc138\uc2a4\ud558\uc5ec \uace0\uac1d \ucda9\uc131\ub3c4\ub97c \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. InvestGlass\ub294 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529\uacfc \uaddc\uc81c \uc900\uc218\ub97c \uc5b4\ub5bb\uac8c \ucc98\ub9ac\ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 AML(\uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0) \ubc0f KYC(\uace0\uac1d \ud655\uc778) \uac80\uc0ac\ub97c \ud3ec\ud568\ud55c \uc804\uccb4 \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub97c \uc790\ub3d9\ud654\ud569\ub2c8\ub2e4. AI\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc2e4\uc2dc\uac04 \uc704\ud5d8 \ud3c9\uac00\ub97c \uc218\ud589\ud558\uace0 \uad6d\uc81c \uaddc\uc815 \uc900\uc218\ub97c \ubcf4\uc7a5\ud558\uc5ec \uc218\ub3d9 \uc11c\ub958 \uc791\uc5c5 \ubc0f \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \ud06c\uac8c \uc904\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. \u201c\ucef4\ud3ec\uc800\ube14 \ubc45\ud0b9\u201d\uc774\ub780 \ubb34\uc5c7\uc774\uba70 InvestGlass\ub294 \uc774\ub97c \uc5b4\ub5bb\uac8c \uc9c0\uc6d0\ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucef4\ud3ec\uc800\ube14 \ubc45\ud0b9\uc740 \ub2e8\uc77c \ubaa8\ub180\ub9ac\uc2dd \uc2dc\uc2a4\ud15c \ub300\uc2e0 \ucd5c\uc0c1\uc758 \uac1c\ubcc4 \uad6c\uc131 \uc694\uc18c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uae30\uc220 \uc2a4\ud0dd\uc744 \uad6c\ucd95\ud558\ub294 \uae08\uc735 \uae30\uad00\uc758 \uc811\uadfc \ubc29\uc2dd\uc785\ub2c8\ub2e4. InvestGlass\ub294 \uc2a4\ub9c8\ud2b8 API\ub97c \ud1b5\ud574 \ub2e4\uc591\ud55c \ud0c0\uc0ac \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubc0f \ucf54\uc5b4 \uc2dc\uc2a4\ud15c\uc744 \uc5f0\uacb0\ud558\ub294 \uc720\uc5f0\ud55c \ud5c8\ube0c \uc5ed\ud560\uc744 \ud568\uc73c\ub85c\uc368 \uace0\uc720\ud55c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uac00\ub2a5\ud558\uac8c \ud568\uc73c\ub85c\uc368 \uc774\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6. InvestGlass \ub370\uc774\ud130\ub294 \uc5b4\ub514\uc5d0 \ud638\uc2a4\ud305 \ub418\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub370\uc774\ud130 \uc8fc\uad8c\uc744 \ucd5c\uc6b0\uc120\uc73c\ub85c \ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc2a4\uc704\uc2a4 \uc815\ubd80 \ud074\ub77c\uc6b0\ub4dc(\uc81c\ub124\ubc14 \uce78\ud1a4 \ub0b4\uc5d0 \uc704\uce58)\uc5d0 \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uac70\ub098 \uc790\uccb4 \uc778\ud504\ub77c\uc5d0 \uc194\ub8e8\uc158\uc744 \uc628\ud504\ub808\ubbf8\uc2a4\ub85c \ubc30\ud3ec\ud560 \uc218 \uc788\uc73c\uba70, \uc774\ub97c \ud1b5\ud574 \ucd5c\ub300\uc758 \ubcf4\uc548\uacfc \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7. InvestGlass\uac00 ESG \ud22c\uc790\uc5d0 \ub3c4\uc6c0\uc744 \uc904 \uc218 \uc788\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub124, InvestGlass \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc5d0\ub294 ESG(\ud658\uacbd, \uc0ac\ud68c, \uac70\ubc84\ub10c\uc2a4) \uc2a4\ud06c\ub9ac\ub2dd \uae30\ub2a5\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc5b4\ub4dc\ubc14\uc774\uc800\ub4e4\uc740 ESG \uae30\uc900\uc5d0 \ub530\ub77c \ud22c\uc790\ub97c \ud3c9\uac00\ud558\uace0 \uc810\uc218\ud654\ud558\uc5ec \uace0\uac1d\uc774 \uc790\uc2e0\uc758 \uac00\uce58\uc5d0 \ub9de\uac8c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc870\uc815\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">8. InvestGlass\ub294 \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \ub3c4\uad6c\ub97c \uc81c\uacf5\ud558\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub124, InvestGlass\ub294 \ud3ec\uad04\uc801\uc778 \ub9c8\ucf00\ud305 \ub3c4\uad6c \ubaa8\uc74c\uc744 \ud3ec\ud568\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc6a9\uc790\ub294 \ucc44\ub110\ubcc4 \ucea0\ud398\uc778\uc744 \ucd94\uc801\ud558\uace0, \uc7a0\uc7ac \uace0\uac1d \uc138\ubd84\ud654\ub97c \ub9de\ucda4 \uc124\uc815\ud558\uba70, \ubcf4\uace0\uc11c \ubc0f \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \ubc30\ud3ec\ud558\uae30 \uc704\ud55c \uac8c\uc2dc \uc2a4\ucf00\uc904\ub7ec\ub97c \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">9. AI\ub294 InvestGlass \ud50c\ub7ab\ud3fc\uc744 \uc5b4\ub5bb\uac8c \ud5a5\uc0c1\uc2dc\ud0a4\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc790\ub3d9\ud654\ub41c \uace0\uac1d \uc138\ubd84\ud654, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\ub97c \uc704\ud55c \uc608\uce21 \ubd84\uc11d, \uaddc\uc815 \uc900\uc218\ub97c \uc704\ud55c \uc774\uc0c1 \ud0d0\uc9c0, \uc2ec\uc9c0\uc5b4 ChatGPT\uc640 \uac19\uc740 \ub3c4\uad6c\ub97c \ud1b5\ud569\ud558\uc5ec \ubc31\uc624\ud53c\uc2a4 \uc791\uc5c5\uc744 \uac04\uc18c\ud654\ud558\ub294 \ub4f1 \ub2e4\uc591\ud55c \uae30\ub2a5\uc744 \uc704\ud574 AI\ub97c \ud65c\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">10. InvestGlass\ub294 \ub124\uc624\ubc45\ud06c \ubc0f \ub514\uc9c0\ud138 \uc6b0\uc120 \uae30\uad00\uc5d0 \uc801\ud569\ud55c\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub124. InvestGlass\uc758 \uc624\ud508 \ubc45\ud0b9 \uc811\uadfc \ubc29\uc2dd(\ubcf4\uc548 API \uae30\ubc18 \ub370\uc774\ud130 \uacf5\uc720), \uc2e0\uc18d\ud55c \ubc30\ud3ec \ub2a5\ub825, \uc6d0\ud65c\ud55c API \ud1b5\ud569\uc740 \ud601\uc2e0\uc801\uc778 \uae08\uc735 \uc0c1\ud488\uc744 \ube60\ub974\uace0 \uc548\uc804\ud558\uac8c \ucd9c\uc2dc\ud558\ub824\ub294 \ub124\uc624\ubc45\ud06c\uc5d0\uac8c \uc774\uc0c1\uc801\uc778 \uae30\ubc18 \ud50c\ub7ab\ud3fc\uc774 \ub429\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>Quick Answer: InvestGlass is a Swiss-made, AI-powered Sovereign CRM that goes beyond generic customer relationship management by offering native connectivity to multiple portfolio management systems (PMS) and core banking platforms. Unlike traditional CRMs that create data silos and often only provide basic features, InvestGlass acts as a flexible connectivity layer, integrating seamlessly with systems like [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47032,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,35],"class_list":["post-49364","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-for-banking"],"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>Best CRM for Banks &amp; Wealth Managers<\/title>\n<meta name=\"description\" content=\"Explore Beyond Generic CRM solutions for financial institutions. Learn how InvestGlass tailors to industry-specific needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ko\/\uc81c\ub124\ub9ad-crm\uc744-\ub118\uc5b4-\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uac00-\ud604\ub300-\uae08\uc735\uc744-\uc704\ud574\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Beyond Generic CRM: How InvestGlass Connects Portfolio Management and Core Banking for Modern Finance\" \/>\n<meta property=\"og:description\" content=\"Quick Answer: InvestGlass is a Swiss-made, AI-powered Sovereign CRM that goes beyond generic customer relationship management by offering native\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/\uc81c\ub124\ub9ad-crm\uc744-\ub118\uc5b4-\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\uac00-\ud604\ub300-\uae08\uc735\uc744-\uc704\ud574\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-25T10:20:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-25T11:24:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2048\" \/>\n\t<meta property=\"og:image:height\" content=\"1401\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\uae00\uc4f4\uc774\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04\" \/>\n\t<meta name=\"twitter:data2\" content=\"13\ubd84\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\uc740\ud589 \ubc0f \uc790\uc0b0 \uad00\ub9ac\uac00\ub97c \uc704\ud55c \ucd5c\uace0\uc758 CRM","description":"\uae08\uc735\uae30\uad00\uc744 \uc704\ud55c \uc77c\ubc18\uc801\uc778 CRM \uc194\ub8e8\uc158\uc744 \ub118\uc5b4\uc11c \ud0d0\uc0c9\ud558\uc138\uc694. 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