{"id":50105,"date":"2026-05-20T10:38:39","date_gmt":"2026-05-20T08:38:39","guid":{"rendered":"https:\/\/www.investglass.com\/?p=50105"},"modified":"2026-05-18T11:02:02","modified_gmt":"2026-05-18T09:02:02","slug":"how-to-reduce-costs-in-financial-advisory-firms-2","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-reduce-costs-in-financial-advisory-firms-2\/","title":{"rendered":"\uc7ac\ubb34 \uc790\ubb38 \ud68c\uc0ac\uc758 \ube44\uc6a9 \uc808\uac10 \ubc29\ubc95"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2025\ub144 \uc790\ubb38 \ud68c\uc0ac\uc758 \uc218\uc775\uc131\uc740 \uc218\uc218\ub8cc \uc778\uc0c1\ubcf4\ub2e4\ub294 \uace0\uac1d \uc11c\ube44\uc2a4\ub97c \uc190\uc0c1\uc2dc\ud0a4\uc9c0 \uc54a\uc73c\uba74\uc11c \ube44\uc6a9\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \uc808\uac10\ud558\ub294 \ub370 \ub354 \ub9ce\uc774 \ub2ec\ub824 \uc788\uc744 \uac83\uc785\ub2c8\ub2e4. \uc218\uc218\ub8cc \uc555\ucd95\uc73c\ub85c \uc778\ud55c \ub9c8\uc9c4 \ucd95\uc18c\uc640 \uaddc\uc81c \uc694\uad6c \uc0ac\ud56d \uc99d\uac00\ub85c, \uac00\uc7a5 \uc131\uacf5\uc801\uc778 \ud68c\uc0ac\ub294 \uace0\uac1d\uc774 \uae30\ub300\ud558\ub294 \uace0\ud488\uc9c8 \uc790\ubb38\uc744 \uc81c\uacf5\ud558\uba74\uc11c \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \ub2ec\uc131\ud558\ub294 \ud68c\uc0ac\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4. \ube44\uc6a9 \uad00\ub9ac\ub294 \ud68c\uc0ac\uc640 \uace0\uac1d \ubaa8\ub450\uc5d0\uac8c \ub9e4\uc6b0 \uc911\uc694\ud558\ubbc0\ub85c \uc774\ub7ec\ud55c \uacb0\uc815\uc740 \uac1c\uc778 \uae08\uc735\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \uc774\ud574\ub97c \ubc14\ud0d5\uc73c\ub85c \uc774\ub8e8\uc5b4\uc838\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc6a9\uc744 \ucd5c\uc801\ud654\ud558\uace0 \ud22c\uba85\uc131\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574\uc11c\ub294 \uc790\uc0b0 \uae30\ubc18 \uc218\uc218\ub8cc, \uace0\uc815 \uc218\uc218\ub8cc, \uc2dc\uac04\ub2f9 \uc694\uae08 \ub4f1 \uc7ac\ubb34 \uc790\ubb38\uac00\uac00 \uc0ac\uc6a9\ud558\ub294 \ub2e4\uc591\ud55c \uc218\uc218\ub8cc \uad6c\uc870\uc640 \uc9c0\ubd88 \ubaa8\ub378\uc744 \uc774\ud574\ud558\ub294 \uac83\uc774 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \ub610 \ub2e4\ub978 \uc77c\ubc18\uc801\uc778 \uc218\uc218\ub8cc \uad6c\uc870\ub85c\ub294 \uc5f0\uac04 \ub9ac\ud14c\uc774\ub108 \uc218\uc218\ub8cc\uac00 \uc788\ub294\ub370, \uc774\ub294 \uc218\uc218\ub8cc \uae30\ubc18 \ub610\ub294 \uc2dc\uac04\ub2f9 \uc694\uae08\uc758 \ub300\uc548\uc73c\ub85c \uc791\uc6a9\ud558\uba70 \uace0\uac1d\uc774 \ube44\uc6a9\uc744 \ub354 \uc798 \uad00\ub9ac\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc218\ub8cc \ubaa8\ub378\uc774 \uace0\uac1d\uc758 \ucd5c\uc120\uc758 \uc774\uc775\uacfc \ubd80\ud569\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud558\ub294 \uac83\uc740 \uaddc\uc81c \uc900\uc218\ub97c \ucd09\uc9c4\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c, \uae08\uc735 \uc790\ubb38 \ud68c\uc0ac\uac00 \uc9c0\uc18d \uac00\ub2a5\ud55c \ube44\uc6a9 \uc808\uac10\uc744 \ub2ec\uc131\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \uc2e0\ub8b0\uc640 \ub9cc\uc871\ub3c4\ub97c \ub192\uc774\ub294 \ub370\ub3c4 \uae30\uc5ec\ud569\ub2c8\ub2e4. \uae08\uc735 \uc790\ubb38\uac00\uc758 \ud3c9\uade0 \uc218\uc218\ub8cc\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc6b4\uc6a9 \uc790\uc0b0(AUM)\uc758 \uc57d 1% \uc218\uc900\uc73c\ub85c, \ube44\uc6a9\uc744 \ube44\uad50\ud558\uace0 \ub2e4\uc591\ud55c \uac00\uaca9 \ucc45\uc815 \ubaa8\ub378\uc744 \ud3c9\uac00\ud558\ub294 \ub370 \uc720\uc6a9\ud55c \uae30\uc900\uc774 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\uc8fc\uc694 \ub0b4\uc6a9<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2025\ub144 \uc790\ubb38 \ud68c\uc0ac\uc758 \uc218\uc775\uc131\uc740 \uc218\uc218\ub8cc \uc778\uc0c1\ubcf4\ub2e4\ub294 \uace0\uac1d \uc11c\ube44\uc2a4\ub97c \ud76c\uc0dd\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \uccb4\uacc4\uc801\uc73c\ub85c \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \uac83\uc5d0 \ub354 \ub2ec\ub824 \uc788\uc744 \uac83\uc774\ub2e4.<\/li>\n\n\n\n<li>e<\/li>\n\n\n\n<li>\uac00\uc7a5 \ube60\ub978 \ube44\uc6a9 \uc808\uac10\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc628\ubcf4\ub529 \ubc0f \uaddc\uc815 \uc900\uc218 \uc791\uc5c5 \uc790\ub3d9\ud654, \uae30\uc220 \uc2a4\ud0dd \ud569\ub9ac\ud654, \ud22c\uc790 \ubc0f \uc7ac\ubb34 \uacc4\ud68d \ud504\ub85c\uc138\uc2a4 \ud45c\uc900\ud654\uc5d0\uc11c \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/li>\n\n\n\n<li>InvestGlass\uc640 \uac19\uc740 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc744 \ucc44\ud0dd\ud55c \uae30\uc5c5\uc740 \uc911\ubcf5\ub418\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ube44\uc6a9, \uc218\uc791\uc5c5, \uaddc\uc81c \ub9ac\uc2a4\ud06c\ub97c \ub3d9\uc2dc\uc5d0 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ube44\uc6a9 \uc808\uac10\uc740 \uc2dc\uc7a5\uc774 \ud558\ub77d\ud55c \ud6c4 \uc77c\ud68c\uc131 \ud504\ub85c\uc81d\ud2b8\uac00 \uc544\ub2c8\ub77c \uc815\uc758\ub41c \uc9c0\ud45c\uac00 \uc788\ub294 \uc9c0\uc18d\uc801\uc778 \uaddc\uc728\uc774\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc774 \ubb38\uc11c\uc5d0\uc11c\ub294 \uc911\uc18c\ud615 \uc790\ubb38 \ud68c\uc0ac\uc758 \ud30c\ud2b8\ub108, \ucd5c\uace0\uc6b4\uc601\ucc45\uc784\uc790, \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790\ub97c \uc704\ud55c \uc2e4\uc9c8\uc801\uc778 \uc870\uce58\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-cost-control-matters-for-financial-advisory-firms-today\">\uc624\ub298\ub0a0 \uae08\uc735 \uc790\ubb38\ud68c\uc0ac\uc5d0 \ube44\uc6a9 \uad00\ub9ac\uac00 \uc911\uc694\ud55c \uc774\uc720<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144, \uc218\uc218\ub8cc \uc555\ubc15, \uaddc\uc81c \uc694\uad6c, \uc9c1\uc6d0 \uc5f0\ubd09 \uc0c1\uc2b9\uc740 \uc790\uc0b0 \uad00\ub9ac \ubc0f \ub3c5\ub9bd \uc790\ubb38 \ud68c\uc0ac\uc758 \uc218\uc775 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc81c \ud658\uacbd\uc774 \uc0c1\ub2f9\ud788 \ubcc0\ud654\ud558\uba74\uc11c \ub9ce\uc740 \uc790\ubb38\uac00\ub4e4\uc774 5\ub144 \uc804 \ub204\ub838\ub358 \uc218\uc775\uc131 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ub354 \ub9ce\uc740 \ub178\ub825\uc744 \uae30\uc6b8\uc5ec\uc57c \ud569\ub2c8\ub2e4. \uacbd\uc81c \ud658\uacbd\uc774 \uc0c1\ub2f9\ud788 \ubcc0\ud654\ud558\uba74\uc11c \ub9ce\uc740 \uc790\ubb38\uac00\ub4e4\uc774 5\ub144 \uc804\uc758 \uc218\uc775\uc131 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ub354 \uc5f4\uc2ec\ud788 \uc77c\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub97c \uc880 \ub354 \uba85\ud655\ud788 \uc124\uba85\ud558\uc790\uba74, \uc218\ub9ce\uc740 \ud68c\uc0ac\uac00 \uc6b4\uc6a9 \uc790\uc0b0(AUM)\uc758 \uc57d 1%\uc5d0 \ud574\ub2f9\ud558\ub294 \uc7ac\ubb34 \uc790\ubb38 \uc218\uc218\ub8cc\ub97c \ubd80\uacfc\ud568\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 20% \ubbf8\ub9cc\uc758 \uc601\uc5c5\uc774\uc775\ub960\uc744 \uae30\ub85d\ud558\uba70 \uc6b4\uc601\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc0b0 \uae30\ubc18 \uc218\uc218\ub8cc\ub77c\uace0\ub3c4 \ubd88\ub9ac\ub294 AUM \uc218\uc218\ub8cc \ubaa8\ub378\uc740 \uace0\uac1d \uc790\uc0b0\uc758 \uc77c\uc815 \ube44\uc728\uc744 \ub9e4\ub144 \uace0\uc815\uc801\uc73c\ub85c \ubd80\uacfc\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c, \uc774\uac83\uc774 \ubc14\ub85c \uc774 \ubc29\uc2dd\uc758 \ud575\uc2ec \ud2b9\uc9d5\uc785\ub2c8\ub2e4. 2020\ub144 \uae30\uc900, 10\ub9cc \ud30c\uc6b4\ub4dc \uaddc\ubaa8\uc758 AUM\uc5d0 \ub300\ud55c \uc5f0\uac04 \uc790\ubb38 \uc218\uc218\ub8cc \uc911\uc559\uac12\uc740 11.3%\uc600\uc73c\ub098, \uc77c\ubd80 \uc790\ubb38\uc0ac\ub294 \uc5c5\uacc4 \ud3c9\uade0\ubcf4\ub2e4 \ud6e8\uc52c \ub0ae\uc740 0.151%\uc758 \uc218\uc218\ub8cc\ub97c \ubd80\uacfc\ud558\uae30\ub3c4 \ud55c\ub2e4. \uadf8\ub7ec\ub098 AUM \uc218\uc218\ub8cc\ub97c \ubd80\uacfc\ud558\ub294 \uc790\ubb38\uc0ac\ub294 \uace0\uac1d\uc758 \uc804\ubc18\uc801\uc778 \uc7ac\uc815\uc801 \uc548\ub155\uc5d0\ub9cc \uc9d1\uc911\ud558\uae30\ubcf4\ub2e4 \uc6b4\uc6a9 \uc790\uc0b0 \uaddc\ubaa8\ub97c \ub298\ub9ac\ub294 \ub370 \ub3d9\uae30\ub97c \ubd80\uc5ec\ubc1b\uae30 \ub54c\ubb38\uc5d0 \uc774\ud574 \uc0c1\ucda9 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud560 \uc218 \uc788\ub2e4. \uc774 \ubaa8\ub378\uc740 \uc9c4\ud654\ud574 \uc654\uc73c\uba70, \uc77c\ubd80 \ud68c\uc0ac\ub294 \uc218\uc775\uc744 \uadf9\ub300\ud654\ud558\uae30 \uc704\ud574 \uc6b4\uc6a9\uc790\uc0b0 \uc218\uc218\ub8cc\ub97c \ub2e4\ub978 \uc11c\ube44\uc2a4 \uc218\uc218\ub8cc\uc640 \ud63c\ud569\ud558\uac70\ub098 \ubd84\ub9ac\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218 \ub2f4\ub2f9\uc790 \uc778\uac74\ube44, \uae30\uc220 \uad6c\ub3c5\ub8cc, \uc0ac\ubb34\uc2e4 \uc784\ub300\ub8cc, \uc218\uc11d \uc790\ubb38\uac00 \uae09\uc5ec \ub4f1\uc744 \uace0\ub824\ud558\uba74 \uc2e4\uc81c \uc774\uc775 \ub9c8\uc9c4\uc740 \uc758\uc678\ub85c \uc801\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0c1\ud669\uc740 \uc11c\ube44\uc2a4 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc131\uc7a5\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 \ud68c\uc0ac\ub4e4\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uacfc\uc81c\ub97c \uc548\uaca8\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ubb38 \ud68c\uc0ac\ub294 \uc885\uc885 \uace0\uc815 \ube44\uc6a9 \uad6c\uc870\ub97c \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc784\ub300\ub8cc, \ud544\uc218 \uc2dc\uc2a4\ud15c, \uc120\uc784 \uc9c1\uc6d0\uc758 \uae09\uc5ec\uc640 \uac19\uc740 \uacbd\ube44\ub294 \uc2dc\uc7a5 \uce68\uccb4\uae30\uc5d0 \ube60\ub974\uac8c \uc904\uc774\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac00\uce58\uac00 20% \ud558\ub77d\ud558\uba74 AUM \uc218\uc218\ub8cc\ub3c4 \uadf8\uc5d0 \ub530\ub77c \uac10\uc18c\ud558\uc9c0\ub9cc, \uc784\ub300\ub8cc \uc9c0\uae09\uc561\uacfc \uaddc\uc815 \uc900\uc218 \ucc45\uc784\uc790\uc758 \uae09\uc5ec\ub294 \uace0\uc815\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ubcc0\ub3d9 \uc18c\ub4dd\uacfc \uace0\uc815 \ube44\uc6a9 \uac04\uc758 \uc774\ub7ec\ud55c \ubd88\uade0\ud615\uc740 \ub9ce\uc740 \ud68c\uc0ac\ub97c \uc5b4\ub824\uc6b4 \uc2dc\uc7a5\uc5d0\uc11c \ucde8\uc57d\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \uc815\uc561 \uc218\uc218\ub8cc, \uc2dc\uac04\ub2f9 \uc694\uae08, \uc5f0\uac04 \uc790\ubb38 \uc218\uc218\ub8cc \ub610\ub294 \uc11c\ube44\uc2a4\ubcc4 \uc218\uc218\ub8cc \ubaa8\ub378\uacfc \uac19\uc740 \ub300\uccb4 \uc218\uc218\ub8cc \uad6c\uc870\ub97c \ud65c\uc6a9\ud558\uba74 \ud68c\uc0ac\ub294 \uc218\uc775\uacfc \ube44\uc6a9\uc744 \ub354 \uc798 \uc77c\uce58\uc2dc\ucf1c \uc218\uc775\uc131 \uad00\ub9ac\ub97c \uac1c\uc120\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc218\ub8cc \uae30\ubc18 \uc790\ubb38\uac00\ub294 \uc0c1\ud488 \ud310\ub9e4 \uc218\uc218\ub8cc\ub97c \ubc1b\uc9c0 \uc54a\uc73c\ubbc0\ub85c \ud3b8\uacac \uc5c6\ub294 \uc870\uc5b8\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub300\ub85c, \uc218\uc218\ub8cc \uae30\ubc18 \uc790\ubb38\uac00\ub294 \ud2b9\uc815 \ubcf4\ud5d8 \ub610\ub294 \uae08\uc735 \uc0c1\ud488 \ud310\ub9e4\uc5d0 \ub300\ud55c \uc778\uc13c\ud2f0\ube0c\ub97c \ubc1b\uc744 \uc218 \uc788\uc73c\uba70, \uc774\ub294 \uac1d\uad00\uc131\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ube44\uc6a9\uc744 \uc904\uc774\uba74 \uae30\uc5c5\uc740 \uacbd\uc7c1\ub825 \uc788\ub294 \uc218\uc218\ub8cc\ub97c \uc81c\uc2dc\ud558\uace0, \uc11c\ube44\uc2a4 \uac1c\uc120\uc5d0 \ud22c\uc790\ud558\uba70, \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc5d0 \ub354 \uc798 \ub300\ucc98\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub0ae\uc740 \ub0b4\ubd80 \ube44\uc6a9\uc73c\ub85c \ud3ec\uad04\uc801\uc778 \uc7ac\uc815 \uacc4\ud68d\uc744 \uc81c\uacf5\ud558\uba74 \uc720\uc5f0\uc131\uc774 \uc0dd\uae41\ub2c8\ub2e4. \uae30\uc5c5\uc740 \uc218\uc218\ub8cc\ub97c \ub0ae\ucd94\uc5b4 \uace0\uac1d\uc744 \uc720\uc778\ud558\uac70\ub098, \uc218\uc218\ub8cc\ub97c \uc720\uc9c0\ud558\uace0 \uc808\uac10\uc561\uc744 \uc6b0\uc218\ud55c \ub3c4\uad6c\uc640 \uc778\uc7ac\uc5d0 \uc7ac\ud22c\uc790\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ubb38 \uc218\uc218\ub8cc \ud611\uc0c1, \uace0\uac1d \uac00\uce58\uc5d0 \uae30\ubc18\ud55c \uccad\uad6c, \uc2dc\uac04\ub2f9 \uc694\uae08 \ub610\ub294 \uc5f0\uac04 \uace0\uc815 \uc218\uc218\ub8cc\uc640 \uac19\uc740 \ub300\uccb4 \uc218\uc218\ub8cc \uad6c\uc870 \ud0d0\uc0c9 \uc5ed\uc2dc \uae30\uc5c5\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131\uc744 \ubcf4\uc7a5\ud558\uba74\uc11c \uace0\uac1d \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uae00\uc740 \uc77c\ubc18\uc801\uc778 \ube44\uc6a9 \uc808\uac10 \uc870\uc5b8\ubcf4\ub2e4\ub294 \uc0c1\uc138\ud55c \ub85c\ub4dc\ub9f5\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. \uac01 \uc139\uc158\uc740 \uc790\ubb38 \ud68c\uc0ac\ub4e4\uc774 \uace0\uac1d\uc774 \uc2e0\ub8b0\ud558\ub294 \uc7ac\ubb34 \uc790\ubb38\uc758 \uc9c8\uc744 \uc800\ud558\uc2dc\ud0a4\uc9c0 \uc54a\uc73c\uba74\uc11c \uc0c1\ub2f9\ud55c \ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\ub294 \ud2b9\uc815 \uc601\uc5ed\uc5d0 \ucd08\uc810\uc744 \ub9de\ucda5\ub2c8\ub2e4. \ub610\ud55c \uc218\uc218\ub8cc \uacc4\uc0b0\uacfc \ud68c\uc0ac \uc218\uc775\uc131 \ubc0f \uace0\uac1d \uac00\uce58 \ubaa8\ub450\ub97c \uc9c0\uc6d0\ud558\ub294 \uc218\uc218\ub8cc \uad6c\uc870\ub97c \uc120\ud0dd\ud558\ub294 \uac83\uc758 \uc911\uc694\uc131\uc5d0 \ub300\ud574 \ub17c\uc758\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-openbanking-white-1024x575.png\" alt=\"\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4-\uc624\ud508\ubc45\ud0b9\" class=\"wp-image-47981\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-openbanking-white-1024x575.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-openbanking-white-300x168.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-openbanking-white.png 1042w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4-\uc624\ud508\ubc45\ud0b9<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-map-your-current-cost-structure-and-client-profitability\">\ud604\uc7ac \ube44\uc6a9 \uad6c\uc870\uc640 \uace0\uac1d \uc218\uc775\uc131 \ub9e4\ud551\ud558\uae30<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc6a9 \uc808\uac10 \ub178\ub825\uc744 \uc2dc\uc791\ud558\ub824\uba74 \uba3c\uc800 \ud604\uc7ac \uc9c0\ucd9c \ud604\ud669\uc744 \ucca0\uc800\ud788 \ud30c\uc545\ud574\uc57c \ud569\ub2c8\ub2e4. \ub9ce\uc740 \uae30\uc5c5\uc774 \uc5b4\ub5a4 \ube44\uc6a9 \uc808\uac10\uc774 \uc2e4\uc81c\ub85c \uc218\uc775\uc131\uc744 \ub192\uc77c \uc218 \uc788\ub294\uc9c0, \ub610 \uc5b4\ub5a4 \uc808\uac10\uc774 \uace0\uac1d\uc5d0\uac8c \ud6a8\uacfc\uc801\uc73c\ub85c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub294\uc9c0 \uc81c\ub300\ub85c \ud30c\uc545\ud558\uc9c0 \ubabb\ud55c \ucc44 \ube44\uc6a9\uc744 \uc904\uc774\ub294 \uc2e4\uc218\ub97c \uc800\uc9c0\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubb34 \uc790\ubb38 \ud68c\uc0ac\uc758 \uc8fc\uc694 \ube44\uc6a9 \ubc84\ud0b7\uc5d0\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \ub2e4\uc74c\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\ube44\uc6a9 \ubc94\uc8fc<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ucd1d \ube44\uc6a9\uc758 \uc77c\ubc18\uc801\uc778 \ube44\uc728<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc8fc\uc694 \uad6c\uc131 \uc694\uc18c<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc9c1\uc6d0 \ubcf4\uc0c1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>50~65%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800 \uae09\uc5ec, \ubcf4\ub108\uc2a4, \uc9c1\uc6d0 \uc218\ub2f9, \uc7a5\uc560 \ubcf4\ud5d8, \uae09\uc5ec \uc138\uae08<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uae30\uc220<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8~15%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CRM, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ubcf4\uace0 \ub3c4\uad6c, \uc0ac\uc774\ubc84 \ubcf4\uc548<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uaddc\uc815 \uc900\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5~10%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc9c1\uc6d0, \uad50\uc721, \uaddc\uc81c \uc2e0\uace0, \ubc95\ub960 \uac80\ud1a0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud0c0\uc0ac \uc5f0\uad6c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>3~6%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uc7a5 \ub370\uc774\ud130, \ud22c\uc790 \ub9ac\uc11c\uce58 \uad6c\ub3c5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc218\ud0c1 \ubc0f \uac70\ub798<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2~5%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud50c\ub7ab\ud3fc \uc218\uc218\ub8cc, \uac70\ub798 \ube44\uc6a9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc0ac\ubb34\uc2e4 \ube44\uc6a9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5~12%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc784\ub300\ub8cc, \uacf5\uacfc\uae08, \uc18c\ubaa8\ud488, \ubcf4\ud5d8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud22c\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub2e4\uc591\ud558\ub2e4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ud22c\uc790 \uad00\ub9ac \uc218\uc218\ub8cc, \uc2e4\uc0ac, \uc131\uacfc \ubaa8\ub2c8\ud130\ub9c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc9c1\uad00\uc801\uc778 \uace0\uac1d\ubcc4 \uc218\uc775\uc131 \ubaa8\ub378\uc744 \ub9cc\ub4dc\ub294 \uac83\uc740 \uc2dc\uac04 \uc0ac\uc6a9\ub7c9, \uae30\uc220 \ud65c\uc6a9, \ud22c\uc790 \ubc0f \uaddc\uc81c \ub178\ub825\uc744 \uac01 \uace0\uac1d \uad00\uacc4\uc5d0 \ud560\ub2f9\ud558\ub294 \uac83\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc774\ub97c \uc704\ud574\uc11c\ub294 \uc870\uc5b8\uc790\ub4e4\uc774 \uac01 \uace0\uac1d\uc5d0\uac8c \ud560\uc560\ud558\ub294 \uc5f0\uac04 \uc2dc\uac04, \uac01 \uace0\uac1d\uc73c\ub85c \uc778\ud574 \ubc1c\uc0dd\ud558\ub294 \uaddc\uc815 \uc900\uc218 \ud65c\ub3d9, \uac01 \uad00\uacc4\uac00 \ud65c\uc6a9\ud558\ub294 \uae30\uc220 \ub3c4\uad6c, \uadf8\ub9ac\uace0 \ud22c\uc790 \uad00\ub828 \ube44\uc6a9\uc774 \uc804\ubc18\uc801\uc778 \uc218\uc775\uc131\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294\uc9c0 \ucd94\uc801\ud574\uc57c \ud569\ub2c8\ub2e4. \uac01 \uace0\uac1d\uc744 \uc11c\ube44\uc2a4\ud558\ub294 \uc2e4\uc81c \ube44\uc6a9\uc744 \uc815\ud655\ud558\uac8c \ubc18\uc601\ud558\ub294 \uc218\uc218\ub8cc\ub97c \ubd80\uacfc\ud558\uae30 \uc704\ud574\uc11c\ub294 \uc815\ud655\ud55c \uc218\uc218\ub8cc \uacc4\uc0b0\uacfc \ub2e4\uc591\ud55c \uc218\uc218\ub8cc \uad6c\uc870\uac00 \ube44\uc6a9\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294\uc9c0 \uc778\uc9c0\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2023\ub144 \ubc0f 2024\ub144\uc758 \uc5ed\uc0ac\uc801 \ub370\uc774\ud130\ub97c \ud65c\uc6a9\ud558\uc5ec \uc720\ub7fd \uc5f0\ud569\uc758 \uc0c8\ub85c\uc6b4 ESG \ubcf4\uace0 \uc694\uac74\uacfc \uac19\uc740 \uc2dc\uc7a5 \ubcc0\ub3d9 \ubc0f \uaddc\uc81c \ubcc0\uacbd\uc744 \ud1b5\ud574 \ube44\uc6a9\uc774 \uc5b4\ub5bb\uac8c \ubcc0\ud654\ud588\ub294\uc9c0 \uad00\ucc30\ud569\ub2c8\ub2e4. \uae30\uc874 \uc758\ubb34\ub97c \uc870\uc0ac\ud558\uba74 \uace0\uac1d \uacbd\ud5d8\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uc9c0 \uc54a\ub294 \uc228\uaca8\uc9c4 \ube44\uc6a9\uc744 \ubc1c\uacac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ubd84\uc11d\uc740 \uc885\uc885 \uc0dd\uc131\ub41c \uc218\uc775\uc5d0 \ube44\ud574 \uc5b4\ub5a4 \uc791\uc5c5\uc774 \uac00\uc7a5 \ub9ce\uc740 \ub9ac\uc18c\uc2a4\ub97c \uc18c\ube44\ud558\ub294\uc9c0\uc5d0 \ub300\ud55c \uc608\uc0c1\uce58 \ubabb\ud55c \ucd94\uc138\ub97c \ub4dc\ub7ec\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc608\ub97c \ub4e4\uc5b4, \ub9ce\uc740 \ud68c\uc0ac\ub4e4\uc774 100\ub9cc \uc2a4\uc704\uc2a4 \ud504\ub791 \ub610\ub294 \ub2ec\ub7ec \ubbf8\ub9cc\uc758 \uc790\uc0b0\uc744 \ubcf4\uc720\ud55c \uace0\uac1d\uc774 \uc804\uccb4 \uc11c\ube44\uc2a4 \uc2dc\uac04\uc758 40%\ub97c \uc18c\ube44\ud558\uc9c0\ub9cc \uc218\uc775\uc758 15%\ub9cc \ucc3d\ucd9c\ud55c\ub2e4\ub294 \uac83\uc744 \uc54c\uac8c \ub429\ub2c8\ub2e4. \uc774\uac83\uc774 \ubc18\ub4dc\uc2dc \ud574\ub2f9 \uace0\uac1d\uc744 \uc815\ub9ac\ud574\uc57c \ud55c\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud558\uc9c0\ub294 \uc54a\uc9c0\ub9cc, \ucc28\ubcc4\ud654\ub41c \uc11c\ube44\uc2a4 \ub4f1\uae09\uc744 \uad6c\ud604\ud558\uac70\ub098 \uc18c\uaddc\ubaa8 \uacc4\uc815\uc744 \uad00\ub9ac\ud558\uae30 \uc704\ud55c \ub354 \ud6a8\uc728\uc801\uc778 \ubc29\ubc95\uc744 \ucc44\ud0dd\ud558\ub294 \uac83\uc758 \uc911\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \ub9de\ucda4\ud615 \uc218\uc218\ub8cc \uad6c\uc870\ub97c \uac16\ucd98 \ud2c8\uc0c8 \uc2dc\uc7a5\uc5d0 \uc9d1\uc911\ud558\uba74 \ud68c\uc0ac\uc640 \uace0\uac1d \uae30\ubc18 \ubaa8\ub450\uc758 \uc218\uc775\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-streamline-digital-onboarding-and-kyc-to-reduce-operational-expenses\">\uc6b4\uc601 \ube44\uc6a9 \uc808\uac10\uc744 \uc704\ud55c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ubc0f KYC \uac04\uc18c\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc628\ubcf4\ub529 \ubc0f \uace0\uac1d \uc54c\uae30(Know-Your-Client, KYC) \uc808\ucc28\ub294 \uc790\ubb38 \ud68c\uc0ac \ub0b4\uc5d0\uc11c \uac00\uc7a5 \ub178\ub3d9 \uc9d1\uc57d\uc801\uc778 \uc5c5\ubb34 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uace0\uac1d\uacfc\uc758 \ubaa8\ub4e0 \uacc4\uc57d\uc740 \uac1c\uc778 \uc815\ubcf4 \uc218\uc9d1, \uc2e0\uc6d0 \ud655\uc778, \uc704\ud5d8 \uc120\ud638\ub3c4 \ud3c9\uac00, \uc7ac\uc815 \ubaa9\ud45c \uc774\ud574, \uadf8\ub9ac\uace0 \uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0 \uaddc\uc815 \uc900\uc218 \ud655\uc778\uc73c\ub85c \uc2dc\uc791\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2020\ub144\uc758 \uc804\ud1b5\uc801\uc778 \uc218\ub3d9 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uace0\uac1d\uc774 \uc6b0\ud3b8\uc774\ub098 \ubc29\ubb38\uc744 \ud1b5\ud574 \uc11c\ub958 \uc591\uc2dd\uc744 \ubc1b\uace0, \uc11c\uba85\ud558\uace0 \uc2a4\uce94\ud55c \ubb38\uc11c\ub97c \ub2e4\uc2dc \uc774\uba54\uc77c\ub85c \ubcf4\ub0b4\uace0, CRM\uc5d0 \uc218\ub3d9\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc785\ub825\ud55c \ub2e4\uc74c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \uc218\ud0c1 \uc2dc\uc2a4\ud15c\uc5d0\ub3c4 \ub2e4\uc2dc \uc785\ub825\ud558\ub294 \uacfc\uc815\uc744 \ud3ec\ud568\ud588\uc2b5\ub2c8\ub2e4. \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ub2f4\ub2f9\uc790\ub294 \ubaa8\ub4e0 \ubb38\uc11c\ub97c \uac80\ud1a0\ud558\uace0, \uc774\uba54\uc77c\uc744 \ud1b5\ud574 \ub204\ub77d\ub41c \ud56d\ubaa9\uc744 \uc694\uccad\ud558\uace0, \uc751\ub2f5\uc744 \uae30\ub2e4\ub9b0 \ud6c4, \ub9c8\uce68\ub0b4 \uac70\ub798 \uacc4\uc815\uc744 \uc2b9\uc778\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud504\ub85c\uc138\uc2a4\ub294 \uc885\uc885 3~4\uc8fc\uac00 \uac78\ub838\uc73c\uba70 5\uba85 \uc774\uc0c1\uc758 \uc9c1\uc6d0\uc774 \ucc38\uc5ec\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\uba74\uc5d0, InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc744 \ud65c\uc6a9\ud558\ub294 2025\ub144\uc758 \uc644\uc804 \uc790\ub3d9\ud654\ub41c \ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ud504\ub85c\uc138\uc2a4\ub294 \uc548\uc804\ud55c \uc628\ub77c\uc778 \uc591\uc2dd\uc744 \ud1b5\ud574 \uace0\uac1d \uc815\ubcf4\ub97c \ud55c \ubc88 \uc218\uc9d1\ud558\uace0, \uc790\ub3d9\ud654\ub41c KYC(\uace0\uac1d \ud655\uc778) \uc808\ucc28\ub97c \uc81c\uc7ac \ubaa9\ub85d \ubc0f \uc815\uce58\uc801 \uc8fc\uc694 \uc778\ubb3c \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc5d0 \ub300\ud574 \uc2e4\ud589\ud558\uba70, CRM\uc5d0 \uace0\uac1d \ud504\ub85c\ud544\uc744 \uc0dd\uc131\ud558\uace0, \ub370\uc774\ud130\ub97c \ub2e4\uc2dc \uc785\ub825\ud560 \ud544\uc694 \uc5c6\uc774 \uc218\ud0c1 \uacc4\uc88c\ub97c \uac1c\uc124\ud569\ub2c8\ub2e4. \ubb38\uc11c\ub294 \uc644\uc804\ud55c \uac10\uc0ac \ucd94\uc801 \uae30\ub2a5\uacfc \ud568\uaed8 \uc804\uc790 \uc11c\uba85\uc774 \uac00\ub2a5\ud558\uba70 \uc790\ub3d9\uc73c\ub85c \uc800\uc7a5\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 \uba87 \uc8fc\uc5d0\uc11c \uba70\uce60\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc73c\uba70, \uc218\uc11d \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \ud589\uc815 \uc5c5\ubb34\uc5d0\uc11c \ubc97\uc5b4\ub098 \uc218\uc775 \ucc3d\ucd9c \uace0\uac1d \ubbf8\ud305\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ubb34 \uc124\uacc4\uc0ac\ub294 \uc11c\uba85 \ubc0f \uc11c\ub958 \uc791\uc131\uc5d0 \uc2dc\uac04\uc744 \uc3df\ub294 \ub300\uc2e0 \uc7ac\ubb34 \uc124\uacc4 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5d0 \uc2dc\uac04\uc744 \ud560\uc560\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529 \ub3c4\uc785 \uc804\ud6c4\uc758 \uc2e0\uaddc \uace0\uac1d \ud655\ubcf4 \ube44\uc6a9\uc744 \ucd94\uc801\ud558\ub294 \uac83\uc744 \ucd94\ucc9c\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \ucc44\ud0dd\ud558\ub294 \uae30\uc5c5\ub4e4\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uccab\ud574\uc5d0 \ube44\uc6a9\uc774 20~30% \uac10\uc18c\ud558\ub294 \uac83\uc744 \ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\ub2c8\ud130\ub9c1\ud574\uc57c \ud560 \uc8fc\uc694 \uc9c0\ud45c\uc5d0\ub294 \uace0\uac1d\ub2f9 \uc18c\uc694 \ucd1d \uc2dc\uac04, \ud544\uc694\ud55c \uc0c1\ud638 \uc791\uc6a9 \ud69f\uc218, \uadf8\ub9ac\uace0 \ucd5c\ucd08 \uc0c1\ub2f4\uc0ac \ubbf8\ud305\ubd80\ud130 \uacc4\uc88c \uc790\uae08 \uc870\ub2ec\uae4c\uc9c0\uc758 \uae30\uac04\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uc728\uc801\uc778 \uc628\ubcf4\ub529 \ubc0f KYC \ud504\ub85c\uc138\uc2a4\ub294 \ub610\ud55c \uc9c0\uc18d\uc801\uc778 \uc790\ubb38 \uc11c\ube44\uc2a4\uc5d0 \ub300\ud574 \uc815\uc561 \uc694\uae08 \ub610\ub294 \uc5f0\uac04 \uc704\uc784\ub8cc\uc640 \uac19\uc740 \ub300\uccb4 \uc218\uc218\ub8cc \uad6c\uc870\uc758 \uc0ac\uc6a9\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uae30\uc5c5\uc740 \uad00\ub9ac \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \uc608\uce21 \uac00\ub2a5\ud55c \uccad\uad6c\ub97c \uac00\ub2a5\ud558\uac8c \ud568\uc73c\ub85c\uc368 \uace0\uac1d\uc774 \uc608\uc0c1\uce58 \ubabb\ud55c \ub300\uaddc\ubaa8 \uccad\uad6c\ub97c \ud53c\ud558\uace0 \uc11c\ube44\uc2a4 \ube44\uc6a9\uc5d0 \ub300\ud55c \ud22c\uba85\uc131\uc744 \ub192\uc774\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-reduce-technology-expenditure-through-platform-integration\">\ud50c\ub7ab\ud3fc \ud1b5\ud569\uc744 \ud1b5\ud55c \uae30\uc220 \uc9c0\ucd9c \uc808\uac10<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2015\ub144\ubd80\ud130 2022\ub144\uae4c\uc9c0 \uc218\ub9ce\uc740 \uae30\uc5c5\ub4e4\uc774 CRM, \uc774\uba54\uc77c \ub9c8\ucf00\ud305, \ubb38\uc11c \uad00\ub9ac, \uc704\ud5d8 \ud504\ub85c\ud30c\uc77c\ub9c1, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0\uc640 \uad00\ub828\ud558\uc5ec \uc911\ubcf5\ub418\ub294 \ub3c4\uad6c\ub4e4\uc744 \ucd95\uc801\ud588\uc2b5\ub2c8\ub2e4. \uac01 \uacf5\uae09\uc5c5\uccb4\ub294 \ud2b9\uc815 \ubd84\uc57c\uc5d0\uc11c \ucd5c\uace0 \uc218\uc900\uc758 \uae30\ub2a5\uc744 \uc81c\uacf5\ud55c\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub298\ub0a0 \ub2e4\uc218\uc758 \uc2dc\uc2a4\ud15c\uc740 \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9\uc744 \ubc1c\uc0dd\uc2dc\ud0a4\uace0, \ud1b5\ud569\uc744 \ubcf5\uc7a1\ud558\uac8c \ud558\uba70, \uad50\uc721 \uc694\uad6c \uc0ac\ud56d\uc744 \ub298\ub9ac\uace0, \ubcf4\uc548 \uc704\ud5d8\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc11c\ub85c \ub2e4\ub978 \uad6d\uac00\uc640 \ud50c\ub7ab\ud3fc\uc5d0 \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\ub294 \uac83\uc740 \uaddc\uc815 \uc900\uc218\ub97c \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \uc9c1\uc6d0\ub4e4\uc740 \uace0\uac1d\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uc2dc\uac04\ubcf4\ub2e4 \ub370\uc774\ud130\ub97c \uc774\uc804\ud558\ub294 \ub370 \ub354 \ub9ce\uc740 \uc2dc\uac04\uc744 \uc18c\ube44\ud569\ub2c8\ub2e4. \uc2e0\uaddc \uc9c1\uc6d0\uc740 \uc0dd\uc0b0\uc131\uc744 \ubc1c\ud718\ud558\uae30 \uc804\uc5d0 \uc218\ub9ce\uc740 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \uad50\uc721\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud1b5\ud569\ud558\ub2e4 <a href=\"https:\/\/www.investglass.com\/ko\/\" target=\"_self\">\ub2e8\uc77c \ud1b5\ud569 \ud50c\ub7ab\ud3fc<\/a> InvestGlass\uc640 \uac19\uc774 \uc2a4\uc704\uc2a4\uc5d0 \ud638\uc2a4\ud305\ub418\uac70\ub098 \uc628\ud504\ub808\ubbf8\uc2a4 \uc194\ub8e8\uc158\uc740 \uc5ec\ub7ec \uac1c\uc758 \uac1c\ubcc4 \uad6c\ub3c5\uc744 \ub300\uccb4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. CRM, \ub514\uc9c0\ud138 \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654 \ubc0f \uace0\uac1d \ud3ec\ud138\uc744 \uad00\ub9ac\ud558\ub294 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc740 \ub370\uc774\ud130 \uc804\uc1a1 \ub9c8\ucc30\uc744 \uc81c\uac70\ud558\uace0 \uacf5\uae09\uc5c5\uccb4 \uad00\ub9ac \uc624\ubc84\ud5e4\ub4dc\ub97c \uc904\uc785\ub2c8\ub2e4. \ud1b5\ud569 \uae30\uc220\uc740 \uccad\uad6c \ubc0f \ubcf4\uace0\ub97c \uac04\uc18c\ud654\ud558\uc5ec \uc218\uc218\ub8cc \uae30\ubc18, \uc815\uc561 \uc694\uae08 \ub610\ub294 \uc11c\ube44\uc2a4\ubcc4 \uc694\uae08 \uac00\uaca9 \ucc45\uc815 \uad6c\ud604\uc744 \ub2e8\uc21c\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud1b5\ud569 \uae30\ud68c\ub97c \ud30c\uc545\ud558\ub824\uba74 \uc7ac\uace0 \ubaa9\ub85d\uc744 \uc791\uc131\ud558\uc2ed\uc2dc\uc624:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud604\uc7ac \uc0ac\uc6a9 \uc911\uc778 \uac01 \ub3c4\uad6c<\/li>\n\n\n\n<li>\ubaa8\ub4e0 \uc0ac\uc6a9\uc790 \ubc0f \ud2f0\uc5b4\ub97c \ud3ec\ud568\ud55c \uc5f0\uac04 \ube44\uc6a9<\/li>\n\n\n\n<li>\uc0ac\uc6a9 \uc911\uc778 \uae30\ub2a5 \ub300 \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uae30\ub2a5<\/li>\n\n\n\n<li>\ud65c\uc131 \uc0ac\uc6a9\uc790 \uc218<\/li>\n\n\n\n<li>\ub370\uc774\ud130 \uc704\uce58 \ubc0f \uc8fc\uad8c \uace0\ub824 \uc0ac\ud56d<\/li>\n\n\n\n<li>\ud1b5\ud569 \uc885\uc18d\uc131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uc2dc\uc2a4\ud15c\uc744 \ud3c9\uac00\ud558\uc5ec \uc720\uc9c0, \uad50\uccb4 \ub610\ub294 \ud3d0\uae30\ud560\uc9c0 \uacb0\uc815\ud558\uc2ed\uc2dc\uc624. \uc911\ubcf5 \uae30\ub2a5\uc774 \ub9ce\uc740 \ub3c4\uad6c\ub97c \uc81c\uac70\ud558\ub294 \ub370 \uc911\uc810\uc744 \ub450\uc2ed\uc2dc\uc624. \uc911\uac04 \uaddc\ubaa8\uc758 \uc790\uc0b0 \uad00\ub9ac \ud68c\uc0ac\uc758 \uacbd\uc6b0, InvestGlass\uc640 \uac19\uc740 \ub2e8\uc77c \uaddc\uc81c \uc900\uc218 \uc2a4\uc704\uc2a4 \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc5ec\ub7ec \ub9c8\ucf00\ud305 \ubc0f CRM \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \ud1b5\ud569\ud558\uba74 \uc6d4\ubcc4 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ube44\uc6a9\uc744 \uc57d 20% \uc808\uac10\ud560 \uc218 \uc788\uc2b5\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<h2 class=\"wp-block-heading\" id=\"h-standardise-investment-and-planning-procedures-to-decrease-service-expenses\">\ud45c\uc900\ud654\ub41c \ud22c\uc790 \ubc0f \uacc4\ud68d \uc808\ucc28\ub97c \ud1b5\ud574 \uc11c\ube44\uc2a4 \ube44\uc6a9\uc744 \uc808\uac10<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uac01 \uace0\uac1d\uc744 \uc704\ud55c \uace0\ub3c4\ub85c \ub9de\ucda4\ud654\ub41c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubc0f \uacc4\ud68d\uc740 \ubc18\ub4dc\uc2dc \uc131\uacfc\ub97c \uac1c\uc120\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \ub9ac\uc11c\uce58, \uac70\ub798 \ubc0f \uac80\ud1a0 \uc5c5\ubb34\ub97c \uc0c1\ub2f9\ud788 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \uac1c\ubcc4 \uc99d\uad8c\ubcc4\ub85c \uad6c\uc131\ub420 \ub54c, \ud22c\uc790 \uad00\ub9ac \ube44\uc6a9\uc740 \uace0\uac1d \uc218\uc5d0 \ube44\ub840\ud558\uc5ec \uc0c1\uc2b9\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc704\ud5d8 \uc131\ud5a5, \uc138\uae08 \uac70\uc8fc\uc9c0, \ud22c\uc790 \uae30\uac04\uc5d0 \ub9de\ucdb0 \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad6c\ud604\ud558\uba74 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad6c\uc131\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04\uacfc \uac70\ub798 \ube44\uc6a9\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0 \ub2e4\uc74c \uc790\ubb38\uac00\ub294 \uc801\uc808\ud55c \ubaa8\ub378\uc744 \uc120\ud0dd\ud558\uace0 \uc9d1\uc911 \ubcf4\uc720 \uc8fc\uc2dd\uc774\ub098 \uc0c1\uc18d \uacc4\ud68d \uace0\ub824 \uc0ac\ud56d\uacfc \uac19\uc774 \uace0\uac1d\ubcc4 \uc694\uad6c \uc0ac\ud56d\uc744 \uc218\uc6a9\ud558\uae30 \uc704\ud574 \ud2b9\uc815 \uc870\uc815\uc744 \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud45c\uc900\ud654\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubc0f \ubaa8\ub2c8\ud130\ub9c1\uc744 \uac04\uc18c\ud654\ud558\uc5ec \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc790\uc0b0 \ubc30\ubd84 \uc811\uadfc \ubc29\uc2dd\uc744 \uace0\ub824\ud558\uc2ed\uc2dc\uc624.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc704\ud5d8 \ud504\ub85c\ud544<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc8fc\uc2dd \ud560\ub2f9<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uace0\uc815 \uc218\uc785<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ub300\uc548<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud604\uae08<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\uc218\uc801<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>25%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>55%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>10\ud37c\uc13c\ud2b8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>10\ud37c\uc13c\ud2b8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubcf4\ud1b5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>45%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>40%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>10\ud37c\uc13c\ud2b8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc131\uc7a5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>65%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>25%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2\ud37c\uc13c\ud2b8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uacf5\uaca9\uc801<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>80%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>12%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>6%<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2\ud37c\uc13c\ud2b8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc740\ud1f4, \uc2b9\uacc4, \uae30\uc5c5 \uc720\ub3d9\uc131 \ud655\ubcf4\ub97c \uc704\ud55c \ud45c\uc900\ud654\ub41c \uacc4\ud68d \ud15c\ud50c\ub9bf\uc744 \ud65c\uc6a9\ud558\uba74 \uc2e0\uc785 \uc9c1\uc6d0\ub4e4\ub3c4 \uc77c\uad00\ub41c \ud488\uc9c8\ub85c \ub354 \ub9ce\uc740 \uc0ac\ub840\ub97c \uad00\ub9ac\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc798 \uc124\uacc4\ub41c \ud15c\ud50c\ub9bf\uc740 \uacc4\ud68d\ub2f9 \uc18c\uc694 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc911\uc694\ud55c \uc694\uc18c\uac00 \ub204\ub77d\ub418\uc9c0 \uc54a\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \uae30\uc5c5\uc740 \uc81c\ud55c\ub41c \uc778\ub825\uc73c\ub85c \ub354 \ub9ce\uc740 \ud22c\uc790\uc790\uc5d0\uac8c \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ud45c\uc900\ud654\ub294 \uc815\uc561 \uc218\uc218\ub8cc, \uc5f0\uac04 \ub9ac\ud14c\uc774\ub108, \ub610\ub294 \uc11c\ube44\uc2a4\ubcc4 \uc218\uc218\ub8cc\uc640 \uac19\uc740 \uac00\uaca9 \ucc45\uc815 \uad6c\uc870\ub97c \uc9c0\uc6d0\ud558\uba70, \uc774\ub294 \ud2c8\uc0c8 \uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud560 \ub54c \ud6a8\uacfc\uc801\uc785\ub2c8\ub2e4. \ud504\ub85c\uc138\uc2a4\ub97c \uac04\uc18c\ud654\ud558\uba74 \uc804\ubb38\uc801\uc778 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \ub9de\ucd98 \ud22c\uba85\ud558\uace0 \ud655\uc7a5 \uac00\ub2a5\ud55c \uac00\uaca9 \ucc45\uc815\uc774 \uac00\ub2a5\ud574\uc9d1\ub2c8\ub2e4. \uc7ac\ubb34 \uacc4\ud68d\uc5d0 \ub300\ud574 \uace0\uc815 \uc218\uc218\ub8cc\ub97c \ubd80\uacfc\ud558\ub294 \uc790\ubb38\uc0ac\uc758 \ube44\uc728\uc740 2013\ub144 33%\uc5d0\uc11c 2017\ub144 50% \uac00\uae4c\uc774 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uace0\uc815 \uc218\uc218\ub8cc\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc5f0\uac04 1,000~10,000\ud30c\uc6b4\ub4dc \ubc94\uc704\uc785\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>InvestGlass \ub610\ub294 \uc5f0\ub3d9 \uc2dc\uc2a4\ud15c \ub0b4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubaa9\ud45c \ubaa8\ub378 \ub300\ube44 \uc790\ub3d9\uc73c\ub85c \uc7ac\uc870\uc815\ud558\uace0 \uace0\uac1d\uc6a9 \ubcf4\uace0\uc11c\ub97c \uc2e0\uc18d\ud558\uac8c \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654\uc5d0\ub294 <a href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ec%b5%9c%ec%a0%81%ed%99%94%eb%a5%bc-%ec%9c%84%ed%95%9c-ai%eb%a1%9c-%ed%88%ac%ec%9e%90-%eb%a7%88%ec%8a%a4%ed%84%b0%ed%95%98%ea%b8%b0\/\" target=\"_self\">AI \uae30\ubc18 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/a>, \uc624\ub958\ub97c \uc904\uc774\uace0 \ub2f4\ub2f9\ud558\ub294 \uc790\ubb38\uc778\uc774 \ub204\uad6c\ub4e0 \uc77c\uad00\ub41c \uace0\uac1d \ub300\uc6b0\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud45c\uc900\ud654\ub294 \ub9de\ucda4\ud615 \uc870\uc5b8\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \ud6a8\uc728\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\ub294 \uac1c\uc778\ubcc4 \uc99d\uad8c\uc744 \uc120\ud0dd\ud558\ub294 \uac83\uc5d0\uc11c \ud22c\uc790\ub97c \uace0\uac1d\uc758 \uc7ac\uc815 \ubaa9\ud45c \ubc0f \uc804\ub7b5\uacfc \uc77c\uce58\uc2dc\ud0a4\ub294 \uac83\uc73c\ub85c \ub9de\ucda4\ud654\uc758 \ucd08\uc810\uc744 \uc804\ud658\ud569\ub2c8\ub2e4. \uace0\uac1d\uc740 \uc740\ud1f4 \uc2dc\uae30, \uc0c1\uc18d \uacc4\ud68d, \uc138\uae08 \ucd5c\uc801\ud654\uc640 \uac19\uc740 \ubb38\uc81c\uc5d0 \ub300\ud574 \uacc4\uc18d\ud574\uc11c \ub9de\ucda4\ud615 \uc9c0\uce68\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \ucc28\uc774\uc810\uc740 \ubba4\ucd94\uc5bc \ud380\ub4dc \ubc0f \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc640 \uac19\uc740 \ud45c\uc900\ud654\ub41c \ud22c\uc790 \uc0c1\ud488\uc744 \ud1b5\ud574 \uc774\ub7ec\ud55c \uad8c\uc7a5 \uc0ac\ud56d\uc744 \ubcf4\ub2e4 \ud6a8\uc728\uc801\uc73c\ub85c \uc2e4\ud589\ud55c\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automate-compliance-and-reporting-to-avoid-hidden-expenses\">\uc228\uaca8\uc9c4 \ube44\uc6a9\uc744 \ud53c\ud558\uae30 \uc704\ud574 \uaddc\uc815 \uc900\uc218 \ubc0f \ubcf4\uace0 \uc790\ub3d9\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc720\ub7fd\uc758 MiFID II \ubc0f \uc2a4\uc704\uc2a4\uc758 FinSA\uc640 \uac19\uc740 \uaddc\uc81c\uac00 \ub3c4\uc785\ub41c \uc774\ud6c4 \ub9e4\ub144 \uaddc\uc81c \uc694\uad6c \uc0ac\ud56d\uc774 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uaddc\uce59\uc774 \ucd94\uac00\ub420 \ub54c\ub9c8\ub2e4 \uaddc\uc815 \uc900\uc218 \ud300\uc758 \uc5c5\ubb34\uac00 \ub298\uc5b4\ub0a9\ub2c8\ub2e4. \ucd94\uac00 \uc11c\ub958, \uc810\uac80 \ubc0f \ubcf4\uace0\uc11c\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218\ub294 \uc790\uc0b0 \uad00\ub9ac\uc5d0\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ube44\uc6a9 \uc13c\ud130 \uc911 \ud558\ub098\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \uae30\uc5c5\uc774 \uc5ec\uc804\ud788 \uc801\ud569\uc131 \ud655\uc778, \uad6d\uacbd \uac04 \uc81c\ud55c, \ubb38\uc11c \ubcf4\uad00\uc744 \uad00\ub9ac\ud558\uae30 \uc704\ud574 \uc2a4\ud504\ub808\ub4dc\uc2dc\ud2b8\uc640 \uc774\uba54\uc77c \uc54c\ub9bc\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ubc29\uc2dd\uc740 \uc704\ud5d8\ud558\uace0 \uc2dc\uac04\uc774 \ub9ce\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218\uac00 \uc218\ub3d9 \uc54c\ub9bc\uc5d0 \ub2ec\ub824\uc788\uc744 \ub54c \uc624\ub958\uc640 \ub204\ub77d\uc774 \ubc1c\uc0dd\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc640 \uac19\uc740 \uae08\uc735 \uae30\uad00\uc5d0 \ub9de\ucdb0\uc9c4 CRM \uc2dc\uc2a4\ud15c \ub0b4\uc758 \uaddc\uc815 \uc900\uc218 \uc6cc\ud06c\ud50c\ub85c\ub294 \uace0\uac1d \ubc94\uc8fc, \uad00\ud560\uad8c \ub610\ub294 \uc0c1\ud488 \uc720\ud615\uc5d0 \ub530\ub77c \uc791\uc5c5\uc744 \uc790\ub3d9\uc73c\ub85c \uc2dc\uc791\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc2a4\ud15c\uc740 \uc218\ub3d9 \uc785\ub825 \uc5c6\uc774 \ud3ec\uad04\uc801\uc778 \uac10\uc0ac \ucd94\uc801\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uaddc\uc81c \ub2f9\uad6d\uc5d0\uc11c \uaddc\uc815 \uc900\uc218 \ubb38\uc11c\ub97c \uc694\uccad\ud558\uba74 \ubcf4\uace0\uc11c\ub97c \uba70\uce60\uc774 \uc544\ub2cc \uba87 \ubd84 \uc548\uc5d0 \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uac04\uc744 \uc808\uc57d\ud574 \uc8fc\ub294 \uc790\ub3d9\ud654\uc758 \uc608\ub85c\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \uac83\ub4e4\uc774 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub204\ub77d\ub418\uac70\ub098 \uc624\ub798\ub41c \uc704\ud5d8 \uc124\ubb38 \uc870\uc0ac\uc5d0 \ub300\ud55c \uc54c\ub9bc<\/li>\n\n\n\n<li>\uc815\uce58\uc801 \uc8fc\uc694 \uc778\ubb3c\uc5d0 \ub300\ud55c \uac15\ud654\ub41c \uc2e4\uc0ac \uc758\ubb34 \uad00\ub828 \ud50c\ub798\uadf8<\/li>\n\n\n\n<li>\uace0\uac1d \ub4f1\uae09 \ubc0f \uaddc\uc815\uc5d0 \ub530\ub978 \uc8fc\uae30\uc801 \uac80\ud1a0 \uc54c\ub9bc<\/li>\n\n\n\n<li>\ud22c\uc790 \uad8c\uc720 \uc804 \uad6d\uacbd \uac04 \uc81c\ud55c \uc0ac\ud56d \ud655\uc778<\/li>\n\n\n\n<li>\uace0\uac1d \uc0c1\ud669 \ubcc0\uacbd \uc2dc \uc790\ub3d9\ud654\ub41c \uc11c\ub958 \uc694\uccad<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uaddc\uc81c \ub2f9\uad6d \ubc0f \ub0b4\ubd80 \uc704\uc6d0\ud68c\uc5d0 \ub300\ud55c \uc790\ub3d9 \ubcf4\uace0\ub294 \ubd84\uae30 \ub9d0 \ub9c9\ubc14\uc9c0 \uc5c5\ubb34\ub97c \uc904\uc5ec\uc90d\ub2c8\ub2e4. \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \ud300\uc740 \uba87 \ubc88\uc758 \ud074\ub9ad\ub9cc\uc73c\ub85c \ubcf4\uace0\uc11c\ub97c \uc0dd\uc131\ud558\uc5ec \uace0\uac1d \uae30\ubc18\uc774 \uc131\uc7a5\ud568\uc5d0 \ub530\ub77c \ucd94\uac00 \ucc44\uc6a9\uc758 \ud544\uc694\uc131\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4. \ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \uc624\ubc84\ud5e4\ub4dc\ub97c \uc904\uc774\uba74 \uacbd\uc7c1\ub825 \uc788\ub294 \uc790\ubb38 \uc218\uc218\ub8cc\ub97c \uc9c0\uc6d0\ud558\uace0 \uc218\uc218\ub8cc \uae30\ubc18 \ubaa8\ub378\uc744 \ucd09\uc9c4\ud558\uc5ec \ud22c\uba85\uc131\uacfc \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-optimise-staffing-outsourcing-and-ai-utilisation\">\uc9c1\uc6d0 \ubc30\uce58, \uc544\uc6c3\uc18c\uc2f1, AI \ud65c\uc6a9 \ucd5c\uc801\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ubb38 \ud68c\uc0ac\uc758 \uc778\uac74\ube44\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\ub294 \ube44\uc6a9\uc73c\ub85c, \ucd1d \uc6b4\uc601 \ube44\uc6a9\uc758 \uc808\ubc18 \uc774\uc0c1\uc744 \ucd08\uacfc\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \ucee8\uc124\ud134\ud2b8 \uae09\uc5ec, \uc9c0\uc6d0 \uc9c1\uc6d0 \uc784\uae08, \ubcf5\ub9ac\ud6c4\uc0dd, \uae09\uc5ec\uc138 \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc758\ubbf8 \uc788\ub294 \ube44\uc6a9 \uc808\uac10\uc744 \uc704\ud574\uc11c\ub294 \uc778\ub825 \ucd5c\uc801\ud654\uac00 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uba3c\uc800 \uc120\uc784 \uace0\ubb38, \uc8fc\ub2c8\uc5b4 \uace0\ubb38, \uad00\uacc4 \uad00\ub9ac\uc790, \ubcf4\uc870\uc6d0, \uc6b4\uc601 \uc9c1\uc6d0\uc744 \ud3ec\ud568\ud55c \uc5c5\ubb34\ub97c \ub9e4\ud551\ud569\ub2c8\ub2e4. \uc800\ube44\uc6a9 \uc5ed\ud560\ub85c \uc7ac\ud560\ub2f9\ud558\uac70\ub098 \uc544\uc6c3\uc18c\uc2f1\ud560 \uc218 \uc788\ub294 \uc77c\uc0c1\uc801\uc778 \uc5c5\ubb34\ub97c \ud30c\uc545\ud569\ub2c8\ub2e4. \ub9ce\uc740 \uae30\uc5c5\uc5d0\uc11c\ub294 \uace0\uc561 \uc5f0\ubd09\uc744 \ubc1b\ub294 \uace0\ubb38\uc774 \uc804\ubb38 \uc9c0\uc2dd\uc774\ub098 \uc790\uaca9\uc99d\uc744 \uc694\uad6c\ud558\uc9c0 \uc54a\ub294 \ud65c\ub3d9\uc5d0 \uc0c1\ub2f9\ud55c \uc2dc\uac04\uc744 \uc18c\ube44\ud55c\ub2e4\ub294 \uc0ac\uc2e4\uc744 \ubc1c\uacac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc791\uc5c5 \uc7ac\ud560\ub2f9\uc744 \uace0\ub824\ud558\uc2ed\uc2dc\uc624:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\uc791\uc5c5 \uce74\ud14c\uace0\ub9ac<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud604\uc7ac \uc18c\uc720\uc790<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ucd5c\uc801\uc758 \uc18c\uc720\uc790<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc5f0\uac04 \uc7a0\uc7ac\uc801 \ube44\uc6a9 \uc808\uac10 \ud6a8\uacfc<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud68c\uc758 \uc608\uc57d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc218\uc11d \uace0\ubb38<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac00\uc0c1 \ube44\uc11c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800\ub2f9 100\uc2dc\uac04 \uc774\uc0c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ub370\uc774\ud130 \uc785\ub825 \ubc0f CRM \uc5c5\ub370\uc774\ud2b8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc8fc\ub2c8\uc5b4 \uc5b4\ub4dc\ubc14\uc774\uc800<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc6b4\uc601 \uc9c1\uc6d0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800\ub2f9 150\uc2dc\uac04 \uc774\uc0c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubd84\uae30\ubcc4 \ubcf4\uace0\uc11c \uc791\uc131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ubd84\uc11d\uac00<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\ub3d9\ud654\ub41c \uc2dc\uc2a4\ud15c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>200\uc2dc\uac04 \uc774\uc0c1 \ud68c\uc0ac \uc804\uccb4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ubb38\uc11c \uc218\uc9d1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uad00\uacc4 \uad00\ub9ac\uc790<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ub514\uc9c0\ud138 \uc628\ubcf4\ub529<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>300\uc2dc\uac04 \uc774\uc0c1 \ud68c\uc0ac \uc804\uccb4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc774\ub7ec\ud55c \ubc29\uc2dd\uc73c\ub85c \uc778\ub825\uc744 \ucd5c\uc801\ud654\ud558\uba74 \uae30\uc5c5\uc740 \ub354 \ub0ae\uc740 \uc218\uc218\ub8cc\uc758 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0 \ud68c\uc0ac\uc640 \uace0\uac1d \ubaa8\ub450\uc758 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uc5ec \uc790\ubb38 \uc11c\ube44\uc2a4\ub97c \ub354\uc6b1 \uc811\uadfc \uac00\ub2a5\ud558\uace0 \uacbd\uc7c1\ub825 \uc788\uac8c \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc544\uc6c3\uc18c\uc2f1\uc740 \ubbf8\uad6d\uacfc \uad00\ub828\ub41c \uace0\uac1d\uc758 \ubbf8\uad6d \uc138\uae08 \ubcf4\uace0, \ubc31\uc624\ud53c\uc2a4 \uc870\uc815, \ub610\ub294 \uad6d\uacbd \uac04 \ube44\uc988\ub2c8\uc2a4\ub97c \uc704\ud55c \ubb38\uc11c \ubc88\uc5ed\uacfc \uac19\uc774 \uc0ac\ub0b4 \uc804\ubb38 \uc9c0\uc2dd\uc774 \ud544\uc694 \uc5c6\ub294 \uc804\ubb38\ud654\ub41c \uc5c5\ubb34\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4. \uc678\ubd80 \uc81c\uacf5\uc5c5\uccb4\ub294 \uc885\uc885 \ub0b4\ubd80 \ud300\uc744 \uad6c\ucd95\ud558\ub294 \uac83\ubcf4\ub2e4 \uc774\ub7ec\ud55c \uc11c\ube44\uc2a4\ub97c \ub354 \ube44\uc6a9 \ud6a8\uc728\uc801\uc73c\ub85c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uc2e0 AI \ub3c4\uad6c\ub294 \ud68c\uc758 \uc694\uc57d, \uace0\uac1d \uc774\uba54\uc77c \ucd08\uc548 \uc791\uc131, \ucd08\uae30 \ud22c\uc790 \ub17c\ud3c9 \uc0dd\uc131\uc5d0 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 AI \uc0dd\uc131 \ucf58\ud150\uce20\ub97c \uc2e0\uc18d\ud558\uac8c \uac80\ud1a0\ud558\uace0 \uac1c\uc778\ud654\ud558\uc5ec \uc900\ube44 \uc2dc\uac04\uc744 \uba87 \uc2dc\uac04\uc5d0\uc11c \uba87 \ubd84\uc73c\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 AI \uc0dd\uc131 \ucf58\ud150\uce20\ub97c \uc2e0\uc18d\ud558\uac8c \uac80\ud1a0\ud558\uace0 \uac1c\uc778\ud654\ud558\uc5ec \uc900\ube44 \uc2dc\uac04\uc744 \uba87 \uc2dc\uac04\uc5d0\uc11c \uba87 \ubd84\uc73c\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 AI \uc0dd\uc131 \ucf58\ud150\uce20\ub97c \uc2e0\uc18d\ud558\uac8c \uac80\ud1a0\ud558\uace0 \uac1c\uc778\ud654\ud558\uc5ec \uc900\ube44 \uc2dc\uac04\uc744 \uba87 \uc2dc\uac04\uc5d0\uc11c \uba87 \ubd84\uc73c\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uba87 \uc2dc\uac04 \ub300\uc2e0 \uba87 \ubd84 \uc548\uc5d0 AI \uc0dd\uc131 \ucf58\ud150\uce20\ub97c \uac80\ud1a0\ud558\uace0 \uac1c\uc778\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/effective-portfolio-management-using-ai\/\" target=\"_self\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc758 AI<\/a> \uace0\uac1d\uacfc\uc758 \uc18c\ud1b5\uc740 \uc9c1\uc6d0\uc774 \uace0\ubd80\uac00\uac00\uce58 \ud65c\ub3d9\uc5d0 \uc9d1\uc911\ud558\ub3c4\ub85d \ud558\uc5ec \ud6a8\uc728\uc131\uacfc \uace0\uac1d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc740 \uba85\ud655\ud55c AI \uc0ac\uc6a9 \uc815\ucc45\uc744 \uc218\ub9bd\ud574\uc57c \ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc5d0 \ud638\uc2a4\ud305\ub418\ub294 InvestGlass\uc758 AI \ubaa8\ub4c8\uacfc \uac19\uc740 \ubcf4\uc548 \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud574 \ucc98\ub9ac\ub418\ub294 \ub370\uc774\ud130\ub294 \uace0\uac1d \uae30\ubc00\uc131\uc744 \ubcf4\uc7a5\ud558\uba74\uc11c \uc0dd\uc0b0\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc811\uadfc \ubc29\uc2dd\uc740 \uaddc\uc81c \uae30\uad00\uc774 \uc694\uad6c\ud558\ub294 \ub370\uc774\ud130 \uc8fc\uad8c\uc744 \uce68\ud574\ud558\uc9c0 \uc54a\uace0 \uc2dc\uac04\uc744 \uc808\uc57d\ud558\uba70, ... \uc640 \uac19\uc740 \ubc29\uc2dd\uc73c\ub85c <a href=\"https:\/\/www.investglass.com\/ko\/%ec%a4%91%ec%95%99%ec%9d%80%ed%96%89%ec%9d%98-%ed%86%b5%ed%99%94-%ec%a0%95%ec%b1%85%ea%b3%bc-%ec%9d%98%ec%82%ac-%ea%b2%b0%ec%a0%95-%ea%b3%bc%ec%a0%95%ec%97%90-%eb%8c%80%ed%95%9c-ai%ec%9d%98-%ec%98%81\/\" target=\"_self\">\uc911\uc559\uc740\ud589\ub4e4\uc740 AI\ub97c \uc548\uc804\ud558\uac8c \ub3c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-enhance-client-self-service-to-lower-advisory-fees\">\uace0\uac1d \uc140\ud504 \uc11c\ube44\uc2a4 \uac15\ud654\ub97c \ud1b5\ud55c \uc790\ubb38 \uc218\uc218\ub8cc \uc778\ud558<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc9c0\ud138 \uace0\uac1d \ud3ec\ud138\uc744 \ud1b5\ud574 \uace0\uac1d\uc740 \uc5f0\uc911\ubb34\ud734\ub85c \uc774\uc6a9 \uac00\ub2a5\ud55c \ubcf4\uc548 \uc628\ub77c\uc778 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uc77c\uc0c1\uc801\uc778 \uc815\ubcf4\uc5d0 \uc811\uadfc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc774 \uacc4\uc88c \uc794\uc561, \uac70\ub798 \ub0b4\uc5ed, \uc138\uae08 \uad00\ub828 \uc11c\ub958\ub97c \uc2a4\uc2a4\ub85c \ud655\uc778\ud560 \uc218 \uc788\uac8c \ub418\uba74, \uc9c1\uc6d0\ub4e4\uc740 \uc218\uc775 \ucc3d\ucd9c\uacfc \uc9c1\uc811\uc801\uc778 \uad00\ub828\uc774 \uc5c6\ub294 \uc804\ud654 \ubc0f \uc774\uba54\uc77c \uc751\ub300\uc5d0 \uc3df\ub294 \uc2dc\uac04\uc744 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud3ec\ud138\uc758 \uc8fc\uc694 \uae30\ub2a5\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc131\uc7a5\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc591\ubc29\ud5a5 \uc131\ub2a5 \ucc28\ud2b8<\/li>\n\n\n\n<li>\uba85\uc138\uc11c, \uc138\uae08 \uad00\ub828 \uc11c\ub958, \uacc4\uc57d\uc11c \ub2e4\uc6b4\ub85c\ub4dc<\/li>\n\n\n\n<li>\uc778\uc1c4\ub098 \uc6b0\ud3b8 \ubc1c\uc1a1 \uc5c6\uc774 \uc804\uc790 \ubb38\uc11c\uc5d0 \uc11c\uba85\ud558\uae30<\/li>\n\n\n\n<li>\uc77c\ubc18 \uc774\uba54\uc77c \ub300\uc2e0 \ubcf4\uc548 \uba54\uc2dc\uc9d5<\/li>\n\n\n\n<li>\uac1c\uc778 \uc815\ubcf4 \ubc0f \uc120\ud638\ub3c4 \uc5c5\ub370\uc774\ud2b8<\/li>\n\n\n\n<li>\uace0\ubb38\ub4e4\uacfc \ud68c\uc758 \uc77c\uc815 \uc7a1\uae30<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uae30\ub2a5\uc740 \uc218\ub3d9 \uc9c0\uc6d0 \ud544\uc694\uc131\uc744 \uc904\uc774\uace0 \ucd94\uac00 \uc790\ubb38 \uc218\uc218\ub8cc \uc5c6\uc774 \uc2dc\uac04 \uc808\uc57d \ubc0f \uc989\uac01\uc801\uc778 \uc815\ubcf4 \uc561\uc138\uc2a4\uc640 \uac19\uc740 \uace0\uac1d \uac00\uce58 \uc81c\uacf5\uc5d0 \uc9d1\uc911\ud568\uc73c\ub85c\uc368 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub3c4\uc785 \ud6c4, \uae30\uc5c5\ub4e4\uc740 \uc77c\uc0c1\uc801\uc778 \uace0\uac1d \ubb38\uc758\uac00 20~40% \uac10\uc18c\ud588\ub2e4\uace0 \ubcf4\uace0\ud558\uba70, \uc774\uc5d0 \ub530\ub77c \uc9c0\uc6d0 \ud300\uc740 \uc778\ub825\uc744 \uadf8\ub9cc\ud07c \ub298\ub9ac\uc9c0 \uc54a\uace0\ub3c4 \ub354 \ub9ce\uc740 \uace0\uac1d\uc744 \uad00\ub9ac\ud560 \uc218 \uc788\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d \uc138\ubd84\ud654\ub294 \uc11c\ube44\uc2a4 \uc218\uc900\uc774 \uace0\uac1d\uc758 \uc694\uad6c\uc5d0 \ub9de\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \ucd08\uace0\uc561 \uc790\uc0b0\uac00\ub4e4\uc740 \uc5ec\uc804\ud788 \uac1c\uc778\ud654\ub41c \uc804\ud654 \uc811\uc18d\uc744 \uae30\ub300\ud560 \uc218 \uc788\uc73c\uba70, \uc77c\ubc18 \ub300\uc911 \ubd80\uc720\uce35 \uace0\uac1d\ub4e4\uc740 \ub354 \ube60\ub978 \ub514\uc9c0\ud138 \uc751\ub2f5\uc5d0 \ud61c\ud0dd\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/%ec%9d%80%ed%96%89-%ec%97%85%eb%ac%b4%ec%97%90%ec%84%9c-%ec%b0%a8%eb%b3%84%ed%99%94%eb%a5%bc-%ec%8b%a4%ed%98%84%ed%95%98%eb%8a%94-5%ea%b0%80%ec%a7%80-%eb%b0%a9%eb%b2%95\/\" target=\"_self\">\uc740\ud589\uc744 \uc704\ud55c \ub514\uc9c0\ud138 \ucc28\ubcc4\ud654 \uc804\ub7b5<\/a>. \ub458 \ub2e4 \uac01\uc790\uc758 \ucde8\ud5a5\uc5d0 \ub9de\ub294 \uc11c\ube44\uc2a4 \uc811\uadfc \ubc29\uc2dd\uc5d0\uc11c \uac00\uce58\ub97c \uc5bb\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\uc758 \ube0c\ub79c\ub4dc\ud654\ub41c \uace0\uac1d \ud3ec\ud138\uc740 \uc2a4\uc704\uc2a4 \ub0b4 \ub610\ub294 \uace0\uac1d \uc11c\ubc84 \ub0b4\uc5d0\uc11c \ub370\uc774\ud130 \uc8fc\uad8c\uc744 \uc720\uc9c0\ud558\uba70 \ud3b8\uc758\uc131, \uaddc\uc815 \uc900\uc218 \ubc0f \ube44\uc6a9 \uc808\uac10\uc744 \uacb0\ud569\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/1er-dan.005.jpeg\" alt=\"\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138\" class=\"wp-image-29769\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/1er-dan.005.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/1er-dan.005-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/1er-dan.005-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\ud074\ub77c\uc774\uc5b8\ud2b8 \ud3ec\ud138<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-track-outcomes-and-foster-continuous-cost-management\">\uacb0\uacfc \ucd94\uc801 \ubc0f \uc9c0\uc18d\uc801\uc778 \ube44\uc6a9 \uad00\ub9ac \uac15\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ud68c\uc131 \ucd95\uc18c\ub294 \uc218\ub144\uc5d0 \uac78\uce5c \uc9c0\uc18d\uc801\uc778 \uce21\uc815 \ubc0f \uc810\uc9c4\uc801\uc778 \uac1c\uc120\ubcf4\ub2e4 \ud6a8\uacfc\uac00 \uc801\uc2b5\ub2c8\ub2e4. \ube44\uc6a9 \ucd5c\uc801\ud654\ub97c \uc77c\ud68c\uc131 \ud504\ub85c\uc81d\ud2b8\ub85c \ucde8\uae09\ud558\ub294 \uae30\uc5c5\uc740 \uc9c0\uc18d\uc801\uc778 \uaddc\uc728\ub85c \uc5ec\uae30\uc9c0 \uc54a\uc73c\uba74 \uc0c8\ub85c\uc6b4 \ub3c4\uad6c\uac00 \ucd95\uc801\ub418\uace0 \ud504\ub85c\uc138\uc2a4\uac00 \uc545\ud654\ub418\uba74\uc11c 2~3\ub144 \uc774\ub0b4\uc5d0 \ube44\uc6a9\uc774 \ub2e4\uc2dc \uc99d\uac00\ud558\ub294 \uac83\uc744 \uc885\uc885 \ubc1c\uacac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc6a9 \uad00\ub9ac\uc758 \ud575\uc2ec \uc9c0\ud45c\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>Metric<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\uc815\uc758<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\ud0c0\uac9f \ubc29\ud5a5<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc601\uc5c5 \ub9c8\uc9c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc21c\uc774\uc775\uc744 \ub9e4\ucd9c\ub85c \ub098\ub208 \uac12<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc99d\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\ud074\ub77c\uc774\uc5b8\ud2b8\ub2f9 \ube44\uc6a9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucd1d \uc6b4\uc601 \ube44\uc6a9\uc744 \uace0\uac1d \uc218\ub85c \ub098\ub208 \uac12<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac10\uc18c \ub610\ub294 \uc548\uc815<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc9c1\uc6d0\ub2f9 \uc218\uc775<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\ucd1d \uc218\uc775\uc744 \uc9c1\uc6d0 \uc218\ub85c \ub098\ub208 \uac12<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc99d\uac00<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc628\ubcf4\ub529 \uc2dc\uac04<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uccab \ubbf8\ud305\ubd80\ud130 \uc790\uae08\uc774 \uc785\uae08\ub418\uae30\uae4c\uc9c0\uc758 \uc77c\uc218<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac10\uc18c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc5b4\ub4dc\ubc14\uc774\uc800\ub2f9 \uae30\uc220 \ube44\uc6a9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc5f0\uac04 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc9c0\ucd9c\uc744 \uc5b4\ub4dc\ubc14\uc774\uc800 \uc218\ub85c \ub098\ub208 \uac12<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac10\uc18c \ub610\ub294 \uc548\uc815<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uace0\uac1d\ub2f9 \uaddc\uc815 \uc900\uc218 \uc2dc\uac04<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uad00\uacc4\ub2f9 \uaddc\uc81c \uc791\uc5c5\uc5d0 \uc18c\uc694\ub418\ub294 \uc2dc\uac04<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac10\uc18c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc790\ubb38 \uc218\uc218\ub8cc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uc790\ubb38 \uc11c\ube44\uc2a4\uc5d0 \ub300\ud574 \uace0\uac1d\uc5d0\uac8c \ubd80\uacfc\ub418\ub294 \ucd1d \uc218\uc218\ub8cc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\uac10\uc18c \ub610\ub294 \uc548\uc815<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\uc815\uae30\uc801\uc73c\ub85c \uc790\ubb38 \uc218\uc218\ub8cc \ubc0f \uace0\uc815 \uc694\uc728, \uacc4\uce35\uc801 \uac00\uaca9 \ucc45\uc815, \uc2dc\uac04\ub2f9 \uc694\uae08 \ub610\ub294 \ud504\ub85c\uc81d\ud2b8 \uccad\uad6c\uc640 \uac19\uc740 \uc218\uc218\ub8cc \uad6c\uc870\ub97c \uac80\ud1a0\ud558\uba74 \uac00\uaca9 \uacbd\uc7c1\ub825\uc744 \uc720\uc9c0\ud558\uace0 \uc81c\uacf5\ub41c \uac00\uce58\uc5d0 \ubd80\ud569\ud558\ub3c4\ub85d \ub3c4\uc6b0\uba70 \ud6a8\uacfc\uc801\uc778 \ube44\uc6a9 \uad00\ub9ac\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>2025\ub144 1\uc6d4\ubd80\ud130 2026\ub144 12\uc6d4\uae4c\uc9c0 \uc628\ubcf4\ub529 \uc2dc\uac04\uc744 30% \ub2e8\ucd95\ud558\uace0, \uc5b4\ub4dc\ubc14\uc774\uc800\ub2f9 \uae30\uc220 \ube44\uc6a9\uc744 15% \uc808\uac10\ud558\ub294 \uac83\uacfc \uac19\uc774 \ub9c8\uac10\uc77c\uc774 \uc815\ud574\uc9c4 \uba85\ud655\ud55c \ubaa9\ud45c\ub97c \uc124\uc815\ud558\uc2ed\uc2dc\uc624. \uad6c\uccb4\uc801\uc778 \ubaa9\ud45c\ub294 \ucc45\uc784\uac10\uc744 \uc99d\uc9c4\uc2dc\ud0a4\uace0 \uc9c4\ud589 \uc0c1\ud669\uc744 \ucd94\uc801\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><td colspan=\"1\" rowspan=\"1\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ubb38\ud300, \uc6b4\uc601\ud300, \uaddc\uc815 \uc900\uc218\ud300\uc744 \uc815\uae30\uc801\uc778 \ud3c9\uac00 \uacfc\uc815\uc5d0 \ucc38\uc5ec\uc2dc\ud0a4\uc2ed\uc2dc\uc624. \uc5c5\ubb34 \ud604\uc7a5\uc5d0 \uac00\uc7a5 \uac00\uae4c\uc774 \uc788\ub294 \uc774\ub4e4\uc740 \ud6a8\uc728\uc131 \ud5a5\uc0c1\uc744 \uc704\ud55c \uadc0\uc911\ud55c \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud558\uba70, \ube44\uc6a9 \uc808\uac10\uc774 \uace0\uac1d \uacbd\ud5d8\uc774\ub098 \uaddc\uc815 \uc900\uc218\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uacbd\uc6b0 \uc774\ub97c \ubbf8\ub9ac \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc6d4\ubcc4 \ub610\ub294 \ubd84\uae30\ubcc4 \uac80\ud1a0\ub97c \ud1b5\ud574 \uc9c1\uc6d0\ub4e4\uc5d0\uac8c \uacfc\ub3c4\ud55c \ubd80\ub2f4\uc744 \uc8fc\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \ube44\uc6a9 \uad00\ub9ac \ud604\ud669\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc6a9 \ucd5c\uc801\ud654\ub97c \uae30\uc5c5 \ubb38\ud654\uc5d0 \ub0b4\uc7ac\ud654\ud558\uc2ed\uc2dc\uc624. InvestGlass\uc640 \uac19\uc740 \ud50c\ub7ab\ud3fc\uc744 \uc0ac\uc6a9\ud558\uc5ec \uaddc\uc81c\uc640 \uace0\uac1d \uae30\ub300\uce58\uac00 \ubcc0\ud654\ud568\uc5d0 \ub530\ub77c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uac1c\uc120\ud558\uc2ed\uc2dc\uc624. \ube44\uc6a9 \ucd5c\uc801\ud654\ub97c \uae30\uc5c5 \ubb38\ud654\uc5d0 \ub0b4\uc7ac\ud654\ud558\uba74 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4. \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \uae30\uc5c5\uc740 \ube44\uc6a9 \uc555\ubc15\uc5d0\ub9cc \ub300\uc751\ud558\ub294 \uae30\uc5c5\ubcf4\ub2e4 \uafb8\uc900\ud788 \ub354 \ub098\uc740 \uc131\uacfc\ub97c \ub0c5\ub2c8\ub2e4. \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \uae30\uc5c5\uc740 \ube44\uc6a9 \uc555\ubc15\uc5d0\ub9cc \ub300\uc751\ud558\ub294 \uae30\uc5c5\ubcf4\ub2e4 \ub354 \ub098\uc740 \uc131\uacfc\ub97c \ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-helps-advisory-firms-cut-costs\">InvestGlass\ub294 \uc790\ubb38 \ud68c\uc0ac\uac00 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \ub370 \uc5b4\ub5bb\uac8c \ub3c4\uc6c0\uc774 \ub418\ub294\uac00<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \uc2a4\uc704\uc2a4\uc758 CRM \ubc0f \uc790\ub3d9\ud654 \ud50c\ub7ab\ud3fc\uc73c\ub85c, \ud504\ub77c\uc774\ube57 \ubc45\ud06c\uc640 \uaddc\uc81c \uae08\uc735 \uae30\uad00\uc5d0 \ub9de\ucdb0 \ud2b9\ubcc4\ud788 \uc81c\uc791\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uae08\uc735 \ubd80\ubb38\uc5d0 \ub9de\ucdb0 \uc870\uc815\ub41c \uc77c\ubc18\uc801\uc778 \ube44\uc988\ub2c8\uc2a4 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \ub2ec\ub9ac, InvestGlass\ub294 \uc740\ud589, \uc790\uc0b0 \uad00\ub9ac\uc0ac, \uc790\ubb38 \ud68c\uc0ac\ub4e4\uc774 \uc9c1\uba74\ud55c \uc5c4\uaca9\ud55c \uaddc\uc81c \uc694\uac74\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \ucc98\uc74c\ubd80\ud130 \ub9de\ucda4\ud615\uc73c\ub85c \uad6c\ucd95\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud50c\ub7ab\ud3fc\uc740 \ud1b5\ud569\ud569\ub2c8\ub2e4 <a href=\"https:\/\/www.investglass.com\/ko\/%eb%b8%8c%eb%a1%9c%ec%bb%a4%ec%9a%a9-crm\/\" target=\"_self\">\ub514\uc9c0\ud138 \uc628\ubcf4\ub529, \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac, \ub9c8\ucf00\ud305 \uc790\ub3d9\ud654<\/a> KYC \ubc0f \uace0\uac1d \ud3ec\ud138\uc744 \ub2e8\uc77c \uc2dc\uc2a4\ud15c\uc73c\ub85c \ud1b5\ud569\ud558\uc5ec \ub370\uc774\ud130 \uc0ac\uc77c\ub85c\uc640 \ud1b5\ud569 \ubb38\uc81c\ub97c \uc81c\uac70\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \ub610\ub294 \uace0\uac1d \uc0ac\uc625\uc5d0 \ub370\uc774\ud130\ub97c \ud638\uc2a4\ud305\ud558\uba74 \uaddc\uc81c \uae30\uad00 \ubc0f \uace0\uac1d\uc758 \ub370\uc774\ud130 \uc8fc\uad8c \uc6b0\ub824\ub97c \ud574\uacb0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub370\uc774\ud130 \uac70\ubc84\ub10c\uc2a4 \ubcf5\uc7a1\uc131\uacfc \uaddc\uc815 \uc900\uc218 \uc720\ud6a8\uc131 \uac80\uc99d\uc758 \uc5b4\ub824\uc6c0\uc774 \uc0c1\ub2f9\ud55c \ub2e4\uad6d\uac00 \ud074\ub77c\uc6b0\ub4dc \uc194\ub8e8\uc158\uc744 \uad00\ub9ac\ud558\ub294 \ub370 \ub4dc\ub294 \uc624\ubc84\ud5e4\ub4dc\ub97c \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \uc774\uc810\uc744 \ud1b5\ud574 \uc2e4\uc9c8\uc801\uc778 \ube44\uc6a9 \uc808\uac10\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CRM, \uc774\uba54\uc77c \ub9c8\ucf00\ud305, \ubb38\uc11c \uc11c\uba85 \ubc0f \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uace0 \uad6c\ub3c5 \ud1b5\ud569<\/li>\n\n\n\n<li>\ubd84\ub9ac\ub41c \uc2dc\uc2a4\ud15c \uac04\uc758 \uc218\ub3d9 \ub370\uc774\ud130 \uc804\uc1a1 \uc81c\uac70<\/li>\n\n\n\n<li>\uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\uc640 \uac10\uc0ac \ucd94\uc801\uc744 \ud1b5\ud55c \uaddc\uc815 \uc900\uc218 \uc704\ud5d8 \uac10\uc18c<\/li>\n\n\n\n<li>\ub514\uc9c0\ud138 \ubb38\uc11c \uc218\uc9d1 \ubc0f \uc804\uc790 \uc11c\uba85\uc744 \ud1b5\ud574 \uc628\ubcf4\ub529\uc744 \uba87 \uc8fc\uc5d0\uc11c \uba70\uce60\ub85c \ub2e8\ucd95<\/li>\n\n\n\n<li>\uc9c1\uc6d0\ub4e4\uc774 \uc5ec\ub7ec \ub3c4\uad6c\uac00 \uc544\ub2cc \ud558\ub098\uc758 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc744 \uc775\ud788\ub3c4\ub85d \ud568\uc73c\ub85c\uc368 \uad50\uc721 \ube44\uc6a9\uc744 \uc808\uac10<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud50c\ub7ab\ud3fc\uc740 \uc815\uc561\uc81c, \ub2e8\uacc4\ubcc4 \uc694\uae08\uc81c, \uc6b4\uc6a9\uc790\uc0b0(AUM) \uae30\ubc18 \uc218\uc218\ub8cc, \uad6c\ub3c5\ud615 \ubaa8\ub378 \ub4f1 \ub2e4\uc591\ud55c \uc218\uc218\ub8cc \ubaa8\ub378\uc744 \uc9c0\uc6d0\ud558\uc5ec, \uace0\uac1d\uc758 \uc694\uad6c\uc640 \uad00\ub828 \uaddc\uc815\uc744 \ubc18\uc601\ud55c \uc218\uc218\ub8cc \uad00\ub9ac \ubc0f \uccad\uad6c \uc5c5\ubb34\ub97c \uac04\uc18c\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \ud300\uc774\ub098 \ubd80\uc11c\uc5d0\uc11c \uc2dc\ubc94 \uc6b4\uc601\uc744 \uc2dc\uc791\ud558\uba74, \uae30\uc5c5\uc740 InvestGlass \ub3c4\uc785 \uc804\ud6c4\uc758 \uc2e0\uc785 \uc9c1\uc6d0 \uc801\uc751, \uaddc\uc815 \uc900\uc218 \ubc0f \uc758\uc0ac\uc18c\ud1b5 \uc18c\uc694 \uc2dc\uac04\uc744 \uce21\uc815\ud558\uc5ec, \ubcf8\uaca9\uc801\uc778 \ub3c4\uc785\uc5d0 \uc55e\uc11c \ube44\uc6a9 \uc808\uac10 \ud6a8\uacfc\ub97c \uac80\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uaca9\uc740 \uae30\uc5c5 \uaddc\ubaa8\uc640 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c0\uba70, \uc18c\uaddc\ubaa8 \uae30\uc5c5\ub3c4 \ub300\uae30\uc5c5 \uc218\uc900\uc758 \ube44\uc6a9 \uc5c6\uc774 \uc5d4\ud130\ud504\ub77c\uc774\uc988\uae09 \uae30\ub2a5\uc744 \uc774\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ub3d9\uc77c\ud55c CRM \ud504\ub808\uc784\uc6cc\ud06c\uac00 \ub2e4\uc74c\uacfc \uac19\uc740 \uc804\ubb38 \uc194\ub8e8\uc158\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/%ec%b9%98%ea%b3%bc-%ec%a7%84%eb%a3%8c%ec%9a%a9-crm\/\" target=\"_self\">\uce58\uacfc \ubcd1\uc6d0\uc6a9 CRM<\/a> \uadf8\ub9ac\uace0 <a href=\"https:\/\/www.investglass.com\/ko\/%ec%b9%98%eb%a3%8c%ec%82%ac%eb%a5%bc-%ec%9c%84%ed%95%9c-crm\/\" target=\"_self\">\uce58\ub8cc\uc0ac\ub97c \uc704\ud55c CRM<\/a>, \uacfc \ud568\uaed8 <a href=\"https:\/\/www.investglass.com\/ko\/%eb%b8%8c%eb%a1%9c%ec%bb%a4%ec%9a%a9-crm\/\" target=\"_self\">\ud575\uc2ec \uae08\uc735 \uc11c\ube44\uc2a4 CRM \uad6c\ucd95<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png\" alt=\"InvestGlass \uc2a4\uc704\uc2a4 \uc8fc\uad8c CRM\" class=\"wp-image-49341\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global.png 1384w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \uc2a4\uc704\uc2a4 \uc8fc\uad8c CRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-soon-can-firms-expect-to-see-cost-savings-after-implementing-an-integrated-platform\">\uae30\uc5c5\uc740 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc744 \uad6c\ud604\ud55c \ud6c4 \uc5bc\ub9c8\ub098 \ube68\ub9ac \ube44\uc6a9 \uc808\uac10\uc744 \uae30\ub300\ud560 \uc218 \uc788\uc2b5\ub2c8\uae4c?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c1\uc6d0 \uad50\uc721 \ubc0f \ud504\ub85c\uc138\uc2a4 \ub9f5 \uc791\uc131 \ud6c4 \uc77c\ubc18\uc801\uc73c\ub85c 3~6\uac1c\uc6d4 \ub0b4\uc5d0 \uc628\ubcf4\ub529 \ubc0f \ubcf4\uace0\uc5d0\uc11c \uac00\uc2dc\uc801\uc778 \uc2dc\uac04 \uc808\uac10\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc218\ub8cc \uad6c\uc870\uc758 \ubcc0\uacbd, \uc608\ub97c \ub4e4\uc5b4 \uc815\uc561\uc81c, \uacc4\uce35\ubcc4 \ub610\ub294 \uad6c\ub3c5 \uae30\ubc18 \ubaa8\ub378 \ucc44\ud0dd\uc740 \uccad\uad6c \uac04\uc18c\ud654 \ubc0f \uad00\ub9ac \uc624\ubc84\ud5e4\ub4dc \uac10\uc18c\ub97c \ud1b5\ud574 \ube44\uc6a9 \uc808\uac10\uc744 \uac00\uc18d\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc73c\ub85c \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c\uc774 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id=\"h-how-can-firms-reduce-costs-without-negatively-impacting-client-relationships\">\uae30\uc5c5\uc740 \uace0\uac1d \uad00\uacc4\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \uc8fc\uc9c0 \uc54a\uace0 \uc5b4\ub5bb\uac8c \ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\uae4c?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ubd80\ubd84\uc758 \uac1c\uc120 \uc0ac\ud56d\uc740 \uace0\uac1d\uacfc\uc758 \uc0c1\ud638 \uc791\uc6a9\uc744 \uc904\uc774\ub294 \uac83\ubcf4\ub2e4 \ubc31\uc624\ud53c\uc2a4 \ud6a8\uc728\uc131 \ud5a5\uc0c1, \ud504\ub85c\uc138\uc2a4 \ud45c\uc900\ud654, \uae30\uc220 \ud65c\uc6a9\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc0ac\uc2e4 \ub9ce\uc740 \ubcc0\ud654\ub294 \ub354 \ube60\ub978 \uc751\ub2f5, \ubb38\uc11c\uc5d0 \ub300\ud55c \uc26c\uc6b4 \uc811\uadfc, \uc77c\uad00\ub41c \uc11c\ube44\uc2a4 \uc81c\uacf5\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uace0\uac1d \uacbd\ud5d8\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p 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InvestGlass\uc640 \uac19\uc774 \uc2a4\uc704\uc2a4\uc5d0 \ud638\uc2a4\ud305\ub418\ub294 \uc194\ub8e8\uc158\uc740 \ub370\uc774\ud130 \uc704\uce58 \ubc0f \ubc95\uc801 \ubcf4\ud638\uc5d0 \ub300\ud55c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ubcf4\uc99d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 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With shrinking margins due to fee compression and growing regulatory demands, the most successful firms will be those that achieve operational efficiency while still delivering the high-quality advice their clients expect. These decisions [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47223,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[103,1615,1616],"class_list":["post-50105","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-finance","tag-financial-advisory","tag-firm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Reduce Costs in Financial Advisory Firms Effectively<\/title>\n<meta name=\"description\" content=\"Discover how to reduce costs in financial advisory firms while maintaining excellent client service and operational efficiency.\" \/>\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\/how-to-reduce-costs-in-financial-advisory-firms-2\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Reduce Costs in Financial Advisory Firms\" \/>\n<meta property=\"og:description\" content=\"Profitability for advisory firms in 2025 will rely less on increasing fees and more on effectively reducing costs without compromising client service.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ko\/how-to-reduce-costs-in-financial-advisory-firms-2\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-20T08:38:39+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2048\" \/>\n\t<meta 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