{"id":48476,"date":"2025-11-03T11:29:43","date_gmt":"2025-11-03T10:29:43","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48476"},"modified":"2025-10-30T11:35:56","modified_gmt":"2025-10-30T10:35:56","slug":"egemenli%cc%87k-avantaji-avrupa-bankalari-musteri%cc%87-yasam-dongusu-yoneti%cc%87mi%cc%87-i%cc%87ci%cc%87n-neden-investglassi-terci%cc%87h-edi%cc%87yor","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/tr\/the-sovereign-advantage-why-european-banks-are-choosing-investglass-for-client-lifecycle-management\/","title":{"rendered":"Egemen Avantaj\u0131: Avrupa Bankalar\u0131 M\u00fc\u015fteri Ya\u015fam D\u00f6ng\u00fcs\u00fc Y\u00f6netimi i\u00e7in Neden InvestGlass'\u0131 Se\u00e7iyor?"},"content":{"rendered":"

Varl\u0131k y\u00f6netimi d\u00fcnyas\u0131nda, M\u00fc\u015fteri Ya\u015fam D\u00f6ng\u00fcs\u00fc Y\u00f6netiminizin (CLM) verimlili\u011fi ve etkinli\u011fi sadece operasyonel ayr\u0131nt\u0131lar de\u011fildir; bunlar m\u00fc\u015fteri ili\u015fkilerinizin temelini ve k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131z\u0131n motorunu olu\u015fturur. Y\u0131llard\u0131r sekt\u00f6r, genellikle Amerikan teknoloji y\u0131\u011f\u0131nlar\u0131 \u00fczerine in\u015fa edilen \u00e7\u00f6z\u00fcmlerle bir avu\u00e7 oyuncunun hakimiyetindeydi. Ancak, veri egemenli\u011fine, esnekli\u011fe ve ger\u00e7ekten u\u00e7tan uca bir yakla\u015f\u0131ma \u00f6ncelik veren yeni bir paradigma ortaya \u00e7\u0131k\u0131yor. Bu paradigma, Avrupa'daki se\u00e7ici finans kurumlar\u0131 i\u00e7in h\u0131zla tercih edilen CLM haline gelen \u0130svi\u00e7re merkezli bir platform olan InvestGlass'\u0131n paradigmas\u0131d\u0131r.<\/p>\n\n\n\n

Bu makale, \u0130ngiltere merkezli \u00f6nde gelen bir sa\u011flay\u0131c\u0131 olan Wealth Dynamix'in CLM teklifleri ile InvestGlass aras\u0131ndaki kritik farklar\u0131 inceleyecektir. Bir\u00e7ok bankac\u0131 ve finansal dan\u0131\u015fman i\u00e7in InvestGlass taraf\u0131ndan sunulan \u0130svi\u00e7re yap\u0131m\u0131, egemen \u00e7\u00f6z\u00fcm\u00fcn neden daha stratejik ve gelece\u011fe d\u00f6n\u00fck bir se\u00e7im oldu\u011funu inceleyece\u011fiz.<\/p>\n\n\n\n

Ne \u00d6\u011freneceksiniz<\/h2>\n\n\n\n

Bu kapsaml\u0131 analizde, geleneksel CLM platformlar\u0131 ile yeni nesil egemen \u00e7\u00f6z\u00fcmler aras\u0131ndaki temel farklar\u0131 ke\u015ffedeceksiniz. Veri egemenli\u011fi endi\u015felerini, da\u011f\u0131t\u0131m esnekli\u011fini, \u00f6zelle\u015ftirme yeteneklerini ve toplam sahip olma maliyetini inceleyece\u011fiz. Bu makalenin sonunda, Avrupal\u0131 finans kurulu\u015flar\u0131n\u0131n neden Wealth Dynamix gibi k\u00f6kl\u00fc oyuncular yerine InvestGlass'\u0131 tercih etti\u011fini anlayacaks\u0131n\u0131z.<\/p>\n\n\n\n

CLM Manzaras\u0131: \u0130ki Felsefenin Hikayesi<\/h2>\n\n\n\n

Wealth Dynamix, firmalar\u0131n t\u00fcm m\u00fc\u015fteri ya\u015fam d\u00f6ng\u00fcs\u00fcn\u00fc y\u00f6netmelerine yard\u0131mc\u0131 olan kapsaml\u0131 bir CLM platformu sunarak varl\u0131k y\u00f6netimi teknolojisi pazar\u0131nda g\u00fc\u00e7l\u00fc bir yer edinmi\u015ftir. WDX1 ve SaaS tabanl\u0131 CLMi dahil olmak \u00fczere \u00e7\u00f6z\u00fcmleri, verimlili\u011fi art\u0131rmak, m\u00fc\u015fteri kat\u0131l\u0131m\u0131n\u0131 geli\u015ftirmek ve mevzuata uygunlu\u011fu sa\u011flamak i\u00e7in tasarlanm\u0131\u015ft\u0131r. Yeteneklerini sunmak i\u00e7in sa\u011flam ve yayg\u0131n olarak kullan\u0131lan bir platform olan Microsoft Dynamics'in g\u00fcc\u00fcnden yararlanmaktad\u0131rlar.<\/p>\n\n\n\n

Ancak, ABD'li bir teknoloji devine duyulan bu g\u00fcven, a\u015final\u0131k ve belirli bir rahatl\u0131k sunarken, \u00f6zellikle giderek karma\u015f\u0131kla\u015fan bir d\u00fczenleyici ortamda faaliyet g\u00f6steren Avrupa finans kurumlar\u0131 i\u00e7in bir dizi do\u011fal zorluk da getirmektedir. \u0130\u015fte bu noktada InvestGlass cazip bir alternatif sunuyor. Bir 100% \u0130svi\u00e7re egemen platformu olan InvestGlass, veri egemenli\u011fi, a\u00e7\u0131k mimari ve tam m\u00fc\u015fteri kontrol\u00fc ilkeleri \u00fczerine in\u015fa edilmi\u015f temelde farkl\u0131 bir felsefe sunmaktad\u0131r.<\/p>\n\n\n\n

Veri Egemenli\u011fi: Avrupa Finansman\u0131 i\u00e7in Pazarl\u0131k Edilemez<\/h2>\n\n\n\n

GDPR sonras\u0131 d\u00f6nemde, veri egemenli\u011fi art\u0131k ni\u015f bir endi\u015fe kayna\u011f\u0131 de\u011fil; Avrupa'da faaliyet g\u00f6steren herhangi bir finans kurumu i\u00e7in temel bir gerekliliktir. M\u00fc\u015fteri verilerinin nerede depoland\u0131\u011f\u0131n\u0131 ve nas\u0131l i\u015flendi\u011fini kontrol etme becerisi sadece bir uyum meselesi de\u011fil; bir g\u00fcven meselesidir. M\u00fc\u015fteriler, veri gizlili\u011finin \u00f6neminin giderek daha fazla fark\u0131na varmakta ve finansal dan\u0131\u015fmanlar\u0131n\u0131n kendilerinin en sad\u0131k savunucular\u0131 olmas\u0131n\u0131 beklemektedir.<\/p>\n\n\n\n

Wealth Dynamix ve InvestGlass aras\u0131ndaki fark\u0131n en belirgin oldu\u011fu nokta da buras\u0131d\u0131r. Wealth Dynamix hem \u015firket i\u00e7i hem de bulut da\u011f\u0131t\u0131m se\u00e7enekleri sunarken, bulut teklifleri \u00f6z\u00fcnde Microsoft Azure ekosistemine ba\u011fl\u0131d\u0131r. Bu da bulut tabanl\u0131 bir \u00e7\u00f6z\u00fcm se\u00e7en firmalar i\u00e7in m\u00fc\u015fteri verilerinin nihayetinde ABD merkezli bir \u015firket taraf\u0131ndan kontrol edilen sunucularda bulunaca\u011f\u0131 anlam\u0131na geliyor. Bu durum, CLOUD Yasas\u0131 gibi mevzuat kapsam\u0131nda ABD makamlar\u0131n\u0131n potansiyel eri\u015fimine ili\u015fkin \u00f6nemli endi\u015feler do\u011furmaktad\u0131r ve bu risk bir\u00e7ok Avrupa kurumunun art\u0131k kabul etmek istemedi\u011fi bir risktir.<\/p>\n\n\n\n

InvestGlass ise bu zorlu\u011fa a\u00e7\u0131k ve net bir \u00e7\u00f6z\u00fcm sunuyor. Platformlar\u0131, g\u00fcvenli bir \u0130svi\u00e7re bulutunda veya m\u00fc\u015fterinin kendi \u015firket i\u00e7i sunucular\u0131nda konu\u015fland\u0131r\u0131labilir. Bu, veri yerle\u015fimi \u00fczerinde tam kontrol sa\u011flayarak t\u00fcm m\u00fc\u015fteri bilgilerinin Avrupa veri koruma yasalar\u0131n\u0131n yetki alan\u0131 i\u00e7inde kalmas\u0131n\u0131 sa\u011flar. M\u00fc\u015fteri veri gizlili\u011fine ba\u011fl\u0131l\u0131k konusunda ciddi olan bankac\u0131lar ve finansal dan\u0131\u015fmanlar i\u00e7in bu g\u00fc\u00e7l\u00fc bir farkl\u0131la\u015ft\u0131r\u0131c\u0131d\u0131r.<\/p>\n\n\n\n

\u201cInvestGlass, ABD Bulutlar\u0131na En \u0130yi Alternatifi Sa\u011fl\u0131yor: Swiss Cloud Hosting'i Tercih Edin veya Kendi Sunucular\u0131n\u0131z\u0131 Kullan\u0131n.\u201d - InvestGlass<\/p>\n\n\n\n

\"Verilerinizi
Verilerinizi \u0130svi\u00e7re'de Bar\u0131nd\u0131rmak Daha G\u00fcvenli<\/figcaption><\/figure>\n\n\n\n

CLOUD Yasas\u0131n\u0131n Etkilerini Anlamak<\/h3>\n\n\n\n

Amerika Birle\u015fik Devletleri Kongresi taraf\u0131ndan 2018 y\u0131l\u0131nda kabul edilen Verilerin Deniza\u015f\u0131r\u0131 Yasal Kullan\u0131m\u0131n\u0131n Netle\u015ftirilmesi (CLOUD) Yasas\u0131, ABD kolluk kuvvetlerinin ABD merkezli teknoloji \u015firketlerini, verilerin ABD'de veya yabanc\u0131 topraklarda depolanmas\u0131na bak\u0131lmaks\u0131z\u0131n sunucularda depolanan talep edilen verileri sa\u011flamaya zorlamas\u0131na izin veriyor. Bu durum, ABD merkezli bulut sa\u011flay\u0131c\u0131lar\u0131 kullanan Avrupal\u0131 finans kurumlar\u0131 i\u00e7in derin sonu\u00e7lar do\u011furmaktad\u0131r. Verileriniz bir Avrupa veri merkezinde saklan\u0131yor olsa bile, sa\u011flay\u0131c\u0131 bir ABD \u015firketiyse, bu verilere ABD yetkilileri taraf\u0131ndan potansiyel olarak eri\u015filebilir.<\/p>\n\n\n\n

Hassas m\u00fc\u015fteri bilgilerini i\u015fleyen varl\u0131k y\u00f6neticileri i\u00e7in bu kabul edilemez bir risk olu\u015fturur. InvestGlass taraf\u0131ndan sunulan \u0130svi\u00e7re \u00e7\u00f6z\u00fcm\u00fc bu endi\u015feyi tamamen ortadan kald\u0131r\u0131yor. \u0130svi\u00e7re Avrupa Birli\u011fi'nin bir par\u00e7as\u0131 de\u011fildir, ancak GDPR'ye e\u015fde\u011fer kabul edilen kendi sa\u011flam veri koruma \u00e7er\u00e7evesine sahiptir. Ayr\u0131ca, \u0130svi\u00e7re \u015firketleri CLOUD Yasas\u0131na tabi de\u011fildir ve bu da m\u00fc\u015fteri verileri i\u00e7in ek bir koruma katman\u0131 sa\u011flar.<\/p>\n\n\n\n

Esneklik ve \u00d6zelle\u015ftirme: \u0130ki Yakla\u015f\u0131m\u0131n Hikayesi<\/h2>\n\n\n\n

Hem Wealth Dynamix hem de InvestGlass esnek ve \u00f6zelle\u015ftirilebilir \u00e7\u00f6z\u00fcmler sunduklar\u0131n\u0131 iddia ediyor. Ancak, bu esnekli\u011fe ula\u015fma yakla\u015f\u0131mlar\u0131 temelde farkl\u0131d\u0131r.<\/p>\n\n\n\n

Wealth Dynamix'in WDX1 platformu, y\u00fcksek derecede \u00f6zelle\u015ftirme sunan Microsoft Dynamics \u00fczerine kurulmu\u015ftur. Ancak, bu \u00f6zelle\u015ftirme genellikle Dynamics platformu hakk\u0131nda uzmanl\u0131k bilgisi gerektirir ve karma\u015f\u0131k ve maliyetli geli\u015ftirme projelerine yol a\u00e7abilir. S\u00fcreci h\u0131zland\u0131rmak i\u00e7in \u015fablonlar sunsalar da, temel platform zaman i\u00e7inde y\u00f6netilmesi ve uyarlanmas\u0131 zor olabilen geni\u015f ve karma\u015f\u0131k bir ekosistemdir.<\/p>\n\n\n\n

Buna kar\u015f\u0131n InvestGlass, s\u0131f\u0131rdan a\u00e7\u0131k ve esnek bir platform olarak tasarlanm\u0131\u015ft\u0131r. Kodsuz\/d\u00fc\u015f\u00fck kodlu yakla\u015f\u0131m\u0131, i\u015fletme kullan\u0131c\u0131lar\u0131na kapsaml\u0131 BT m\u00fcdahalesine gerek kalmadan i\u015f ak\u0131\u015flar\u0131, formlar ve raporlar olu\u015fturma ve de\u011fi\u015ftirme yetkisi verir. Bu \u00e7eviklik, h\u0131zla de\u011fi\u015fen bir pazarda \u00f6nemli bir avantajd\u0131r ve firmalar\u0131n yeni d\u00fczenlemelere h\u0131zla uyum sa\u011flamas\u0131na, yeni \u00fcr\u00fcnler piyasaya s\u00fcrmesine ve geli\u015fen m\u00fc\u015fteri ihtiya\u00e7lar\u0131na yan\u0131t vermesine olanak tan\u0131r.<\/p>\n\n\n\n

Ayr\u0131ca InvestGlass'\u0131n a\u00e7\u0131k API'si ve ak\u0131ll\u0131 entegrasyon yetenekleri, mevcut sistemlere ba\u011flanmay\u0131 kolayla\u015ft\u0131rarak ger\u00e7ekten birle\u015fik ve sorunsuz bir teknoloji ortam\u0131 yarat\u0131r. Bu, veri silolar\u0131 olu\u015fturabilen ve inovasyonu engelleyebilen baz\u0131 geleneksel CRM platformlar\u0131n\u0131n daha tescilli do\u011fas\u0131 ile tezat olu\u015fturmaktad\u0131r.<\/p>\n\n\n\n

Kar\u015f\u0131la\u015ft\u0131rma Tablosu: \u00d6zelle\u015ftirme Yetenekleri<\/h3>\n\n\n\n
\u00d6zellik<\/td>Wealth Dynamix<\/td>InvestGlass<\/td><\/tr>
\u00d6zelle\u015ftirme Yakla\u015f\u0131m\u0131<\/td>Microsoft Dynamics arac\u0131l\u0131\u011f\u0131yla kod tabanl\u0131<\/td>Kodsuz\/d\u00fc\u015f\u00fck kodlu platform<\/td><\/tr>
Gerekli Teknik Uzmanl\u0131k<\/td>Y\u00fcksek (Dinamik uzmanlar\u0131)<\/td>D\u00fc\u015f\u00fck (i\u015f kullan\u0131c\u0131lar\u0131)<\/td><\/tr>
De\u011fi\u015fiklikleri Uygulama Zaman\u0131<\/td>Haftalar ila aylar aras\u0131<\/td>Saatlerden g\u00fcnlere<\/td><\/tr>
\u00d6zelle\u015ftirme Maliyeti<\/td>Y\u00fcksek (uzman geli\u015ftiriciler)<\/td>D\u00fc\u015f\u00fck (i\u00e7 kaynaklar)<\/td><\/tr>
\u0130\u015f Ak\u0131\u015f\u0131 De\u011fi\u015fikli\u011fi<\/td>Geli\u015ftirme gerektirir<\/td>G\u00f6rsel s\u00fcr\u00fckle ve b\u0131rak<\/td><\/tr>
Form Olu\u015fturucu<\/a><\/td>S\u0131n\u0131rl\u0131, kod a\u011f\u0131rl\u0131kl\u0131<\/td>Sezgisel, kodsuz<\/td><\/tr>
API Eri\u015filebilirli\u011fi<\/td>Dynamics API (karma\u015f\u0131k)<\/td>A\u00e7\u0131k, iyi belgelenmi\u015f API<\/td><\/tr>
Entegrasyon Esnekli\u011fi<\/td>Microsoft ekosistem oda\u011f\u0131<\/td>Sat\u0131c\u0131dan ba\u011f\u0131ms\u0131z<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

U\u00e7tan Uca Avantaj: Ger\u00e7ekten Egemen Bir Ara\u00e7<\/h2>\n\n\n\n

InvestGlass'\u0131n en \u00f6nemli sat\u0131\u015f noktalar\u0131ndan biri, ger\u00e7ekten u\u00e7tan uca bir yap\u0131ya sahip olmas\u0131d\u0131r. Platform \u015funlar\u0131 birle\u015ftirir dijital i\u015fe al\u0131m<\/a>, CRM, portf\u00f6y y\u00f6netimi, pazarlama otomasyonu ve m\u00fc\u015fteri portal\u0131n\u0131 tek ve birle\u015fik bir \u00e7\u00f6z\u00fcmde bir araya getiriyor. Bu, birden fazla, farkl\u0131 sisteme olan ihtiyac\u0131 ortadan kald\u0131r\u0131r, karma\u015f\u0131kl\u0131\u011f\u0131 azalt\u0131r, veri tutarl\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131r ve m\u00fc\u015fteri ili\u015fkisinin b\u00fct\u00fcnsel bir g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc sa\u011flar.<\/p>\n\n\n\n

Bu entegre yakla\u015f\u0131m, CLM ba\u011flam\u0131nda \u00f6zellikle de\u011ferlidir. Bir m\u00fc\u015fteri aday\u0131n\u0131n firman\u0131zla ilk etkile\u015fime ge\u00e7ti\u011fi andan, i\u015fe al\u0131m s\u00fcrecine ve portf\u00f6ylerinin devam eden y\u00f6netimine kadar her etkile\u015fim tek bir sistem i\u00e7inde yakalan\u0131r ve y\u00f6netilir. Bu, birbirinden farkl\u0131 ara\u00e7lar\u0131n bir araya getirilmesiyle m\u00fcmk\u00fcn olmayan bir i\u00e7g\u00f6r\u00fc ve kontrol d\u00fczeyi sa\u011flar.<\/p>\n\n\n\n

Wealth Dynamix de kapsaml\u0131 bir CLM \u00e7\u00f6z\u00fcm\u00fc sunarken, sunduklar\u0131 \u00e7\u00f6z\u00fcm daha mod\u00fcler bir yap\u0131ya sahiptir. Bu bir miktar esneklik sa\u011flayabilirken, ayn\u0131 zamanda daha par\u00e7al\u0131 ve daha az entegre bir kullan\u0131c\u0131 deneyimine de yol a\u00e7abilir. CLM i\u00e7in ger\u00e7ekten sorunsuz ve birle\u015fik bir yakla\u015f\u0131m arayan firmalar i\u00e7in InvestGlass platformunun hepsi bir arada yap\u0131s\u0131 \u00f6nemli bir avantajd\u0131r.<\/p>\n\n\n\n

InvestGlass'\u0131n Alt\u0131 Temel Mod\u00fcl\u00fc<\/h3>\n\n\n\n

InvestGlass'\u0131n entegre platformu, birlikte sorunsuz bir \u015fekilde \u00e7al\u0131\u015fan alt\u0131 temel mod\u00fclden olu\u015fur:<\/p>\n\n\n\n

1. Dijital \u0130\u015fe Al\u0131m: Otomatik KYC\/AML kontrolleri, dijital imzalar ve belge y\u00f6netimi ile m\u00fc\u015fteri edinme s\u00fcrecini kolayla\u015ft\u0131r\u0131n. Sistem, m\u00fc\u015fterileri g\u00fcnler veya haftalar yerine saatler i\u00e7inde i\u015fe ba\u015flatabilir.<\/p>\n\n\n\n

2.CRM - Swiss Sovereign: T\u00fcm m\u00fc\u015fteri ili\u015fkilerini y\u00f6netin, etkile\u015fimleri takip edin ve eksiksiz bir ileti\u015fim ge\u00e7mi\u015fini koruyun. CRM, finansal hizmetler i\u00e7in \u00f6zel olarak tasarlanm\u0131\u015ft\u0131r ve ili\u015fki haritalama ve hane y\u00f6netimi gibi \u00f6zellikler i\u00e7erir.<\/p>\n\n\n\n

3.Portf\u00f6y Y\u00f6netim Sistemi<\/a> (PMS): M\u00fc\u015fteri portf\u00f6ylerini ger\u00e7ek zamanl\u0131 olarak izleyin, performans\u0131 takip edin ve kapsaml\u0131 raporlar olu\u015fturun. PMS geleneksel bankac\u0131l\u0131k sistemleriyle entegre olur ve kripto para varl\u0131klar\u0131n\u0131 bile i\u015fleyebilir.<\/p>\n\n\n\n

4. Pazarlama Bulutu: Hedefli pazarlama kampanyalar\u0131 olu\u015fturun, etkile\u015fimi izleyin ve potansiyel m\u00fc\u015fterileri sat\u0131\u015f hunisi boyunca besleyin. Pazarlama otomasyonu \u00f6zellikleri, hi\u00e7bir potansiyel m\u00fc\u015fterinin g\u00f6zden ka\u00e7mamas\u0131n\u0131 sa\u011flar.<\/p>\n\n\n\n

5. M\u00fc\u015fteri ve \u00c7al\u0131\u015fan Portal\u0131: M\u00fc\u015fterilere bilgilerine, belgelerine ve portf\u00f6y performanslar\u0131na g\u00fcvenli eri\u015fim sa\u011flay\u0131n. Portal, marka kimli\u011finize uyacak \u015fekilde tamamen \u00f6zelle\u015ftirilebilir.<\/p>\n\n\n\n

6.Yapay Zeka<\/a>: Rutin g\u00f6revleri yerine getirmek, ki\u015fiselle\u015ftirilmi\u015f \u00f6neriler sunmak ve \u00e7apraz sat\u0131\u015f ve yukar\u0131 sat\u0131\u015f f\u0131rsatlar\u0131n\u0131 belirlemek i\u00e7in yapay zeka destekli otomasyondan yararlan\u0131n.<\/p>\n\n\n\n

\"Etkin
Etkin \u00d6zel Bankac\u0131l\u0131k CRM Sistemleri InvestGlass<\/figcaption><\/figure>\n\n\n\n

Mevzuat Uyumlulu\u011fu: Yerle\u015fik vs C\u0131vatal\u0131<\/h2>\n\n\n\n

Avrupa'da faaliyet g\u00f6steren varl\u0131k y\u00f6neticileri i\u00e7in mevzuata uyum iste\u011fe ba\u011fl\u0131 de\u011fildir; i\u015f yapman\u0131n temel bir gereklili\u011fidir. GDPR, MiFID II, FINSA ve \u00e7e\u015fitli ulusal d\u00fczenlemeler gibi \u00e7er\u00e7evelerin t\u00fcm\u00fc m\u00fc\u015fteri verilerinin nas\u0131l topland\u0131\u011f\u0131, sakland\u0131\u011f\u0131 ve i\u015flendi\u011fi konusunda kat\u0131 gereklilikler getirdi\u011finden, d\u00fczenleyici ortam karma\u015f\u0131kt\u0131r ve s\u00fcrekli geli\u015fmektedir.<\/p>\n\n\n\n

InvestGlass, \u00f6z\u00fcnde uyumluluk ile tasarlanm\u0131\u015ft\u0131r. Platform, firmalar\u0131n d\u00fczenleyici y\u00fck\u00fcml\u00fcl\u00fcklerini yerine getirmelerine yard\u0131mc\u0131 olmak i\u00e7in otomatik denetim izleri, onay y\u00f6netimi ve veri saklama politikalar\u0131 gibi yerle\u015fik \u00f6zellikler i\u00e7erir. Platform \u0130svi\u00e7re yap\u0131m\u0131 oldu\u011fundan ve \u0130svi\u00e7re'de bar\u0131nd\u0131r\u0131labildi\u011finden, Avrupa d\u00fczenleyici gereklilikleriyle do\u011fal bir uyum sa\u011flar.<\/p>\n\n\n\n

Wealth Dynamix, uyumluluk gereksinimlerini kesinlikle destekleyebilse de, temelde Microsoft Dynamics platformuna dayan\u0131r. Bu, uyumluluk \u00f6zelliklerinin yap\u0131land\u0131r\u0131lmas\u0131 veya \u00f6zelle\u015ftirilmesi gerekebilece\u011fi anlam\u0131na gelir ve uygulama s\u00fcrecine karma\u015f\u0131kl\u0131k ve maliyet ekler. Ayr\u0131ca, ABD merkezli bir bulut sa\u011flay\u0131c\u0131s\u0131n\u0131n kullan\u0131lmas\u0131, \u00f6zellikle veri aktar\u0131mlar\u0131 ve \u00fc\u00e7\u00fcnc\u00fc \u00fclke i\u015flemleriyle ilgili olarak ek uyumluluk zorluklar\u0131 yaratabilir.<\/p>\n\n\n\n

Temel D\u00fczenleyici Hususlar<\/h3>\n\n\n\n
Y\u00f6netmelik<\/td>InvestGlass Yakla\u015f\u0131m\u0131<\/td>Wealth Dynamix Yakla\u015f\u0131m\u0131<\/td><\/tr>
GDPR<\/td>Yerel \u0130svi\u00e7re bar\u0131nd\u0131rma, yerle\u015fik onay y\u00f6netimi<\/td>Yap\u0131land\u0131rma gerektirir, Azure bar\u0131nd\u0131rma endi\u015feleri<\/td><\/tr>
MiFID II<\/td>Uygunluk i\u00e7in \u00f6nceden yap\u0131land\u0131r\u0131lm\u0131\u015f i\u015f ak\u0131\u015flar\u0131<\/td>\u00d6zelle\u015ftirme gerekli<\/td><\/tr>
FINSA<\/td>\u0130svi\u00e7re'ye \u00f6zg\u00fc uyumluluk \u00f6zellikleri<\/td>Ek geli\u015ftirme gerektirebilir<\/td><\/tr>
Veri \u0130kametgah\u0131<\/td>Garantili \u0130svi\u00e7re\/AB bar\u0131nd\u0131rma<\/td>Azure b\u00f6lge se\u00e7imine ba\u011fl\u0131d\u0131r<\/td><\/tr>
Unutulma Hakk\u0131<\/td>Otomatik veri silme i\u015f ak\u0131\u015flar\u0131<\/td>Manuel yap\u0131land\u0131rma gerekli<\/td><\/tr>
Denetim \u0130zleri<\/td>Kapsaml\u0131, de\u011fi\u015fmez g\u00fcnl\u00fckler<\/td>Kullan\u0131labilir ancak kurulum gerektirir<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Toplam Sahip Olma Maliyeti: Etiket Fiyat\u0131n\u0131n \u00d6tesine Bakmak<\/h2>\n\n\n\n

CLM \u00e7\u00f6z\u00fcmlerini de\u011ferlendirirken, ilk lisans \u00fccretlerinin \u00f6tesine bakmak ve sistemin kullan\u0131m \u00f6mr\u00fc boyunca toplam sahip olma maliyetini (TCO) g\u00f6z \u00f6n\u00fcnde bulundurmak \u00e7ok \u00f6nemlidir. Bu sadece yaz\u0131l\u0131m maliyetlerini de\u011fil, ayn\u0131 zamanda uygulama, \u00f6zelle\u015ftirme, entegrasyon, e\u011fitim ve s\u00fcrekli bak\u0131m ve destek maliyetlerini de i\u00e7erir.<\/p>\n\n\n\n

Wealth Dynamix'in \u00e7\u00f6z\u00fcmleri, \u00f6zellikle de WDX1, Microsoft Dynamics platformunun karma\u015f\u0131kl\u0131\u011f\u0131 nedeniyle y\u00fcksek bir TCO'ya sahip olabilir. \u00d6zelle\u015ftirme uzman geli\u015ftiriciler gerektirir, uygulama aylar s\u00fcrebilir ve s\u00fcrekli bak\u0131m pahal\u0131 olabilir. Ayr\u0131ca, firmalar kendilerini Microsoft ekosistemine kilitlenmi\u015f bulabilir ve \u00f6nemli maliyetlere katlanmadan alternatif \u00e7\u00f6z\u00fcmlere ge\u00e7me imkanlar\u0131 s\u0131n\u0131rl\u0131 olabilir.<\/p>\n\n\n\n

InvestGlass, kodsuz\/d\u00fc\u015f\u00fck kodlu yakla\u015f\u0131m\u0131 ve a\u00e7\u0131k mimarisi ile \u00f6nemli \u00f6l\u00e7\u00fcde daha d\u00fc\u015f\u00fck bir TCO sunar. Uygulama daha h\u0131zl\u0131d\u0131r, \u00f6zelle\u015ftirme dahili kaynaklar taraf\u0131ndan yap\u0131labilir ve platformun bak\u0131m\u0131 ve y\u00fckseltilmesi kolay olacak \u015fekilde tasarlanm\u0131\u015ft\u0131r. Ayr\u0131ca, platformun esnekli\u011fi, firmalar\u0131n tek bir tedarik\u00e7inin ekosistemine kilitlenmemesi anlam\u0131na gelir ve onlara ihtiya\u00e7lar\u0131 de\u011fi\u015ftik\u00e7e uyum sa\u011flama ve geli\u015fme \u00f6zg\u00fcrl\u00fc\u011f\u00fc verir.<\/p>\n\n\n\n

M\u00fc\u015fteri Ba\u015far\u0131 Hikayeleri: Ger\u00e7ek D\u00fcnya Sonu\u00e7lar\u0131<\/h3>\n\n\n\n

Herhangi bir CLM platformunun ger\u00e7ek testi, somut i\u015f sonu\u00e7lar\u0131 sunma yetene\u011fidir. InvestGlass, verimlilik, m\u00fc\u015fteri memnuniyeti ve karl\u0131l\u0131kta \u00f6nemli geli\u015fmeler elde eden Avrupa'daki finans kurumlar\u0131ndan b\u00fcy\u00fcyen bir ba\u015far\u0131 \u00f6yk\u00fcs\u00fc portf\u00f6y\u00fcne sahiptir.<\/p>\n\n\n\n

Orta \u00f6l\u00e7ekli bir \u0130svi\u00e7re \u00f6zel bankas\u0131 InvestGlass'\u0131 uygulad\u0131 ve m\u00fc\u015fteri kabul s\u00fcresini ortalama 14 g\u00fcnden 24 saatin alt\u0131na indirmeyi ba\u015fard\u0131. Bu \u00e7arp\u0131c\u0131 geli\u015fme, platformun otomatik KYC\/AML kontrolleri, dijital imza \u00f6zellikleri ve kolayla\u015ft\u0131r\u0131lm\u0131\u015f i\u015f ak\u0131\u015flar\u0131 sayesinde elde edildi. Banka ayr\u0131ca idari ek y\u00fckte 40%'lik bir azalma oldu\u011funu ve ili\u015fki y\u00f6neticilerinin m\u00fc\u015fteriye y\u00f6nelik faaliyetlere odaklanmalar\u0131n\u0131 sa\u011flad\u0131\u011f\u0131n\u0131 bildirdi.<\/p>\n\n\n\n

Bir ba\u015fka \u00f6rnek de, par\u00e7al\u0131 bir teknoloji ortam\u0131yla m\u00fccadele eden \u0130ngiltere merkezli bir varl\u0131k dan\u0131\u015fmanl\u0131\u011f\u0131 firmas\u0131d\u0131r. CRM, portf\u00f6y y\u00f6netimi ve m\u00fc\u015fteri raporlamas\u0131 i\u00e7in ayr\u0131 sistemleri vard\u0131, bu da veri silolar\u0131 olu\u015fturuyor ve m\u00fc\u015fteri ili\u015fkilerinin b\u00fct\u00fcnsel bir g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc elde etmeyi zorla\u015ft\u0131r\u0131yordu. InvestGlass'\u0131 uygulad\u0131ktan sonra, t\u00fcm sistemlerini tek bir platformda birle\u015ftirebildiler, bu da geli\u015fmi\u015f veri kalitesi, daha iyi m\u00fc\u015fteri i\u00e7g\u00f6r\u00fcleri ve \u00e7apraz sat\u0131\u015f f\u0131rsatlar\u0131nda 30% art\u0131\u015f sa\u011flad\u0131.<\/p>\n\n\n\n

Ge\u00e7i\u015f Yolu: Wealth Dynamix'ten InvestGlass'a Ge\u00e7i\u015f<\/h2>\n\n\n\n

\u015eu anda Wealth Dynamix kullanan ve InvestGlass'a ge\u00e7meyi d\u00fc\u015f\u00fcnen firmalar i\u00e7in ge\u00e7i\u015f s\u00fcreci basittir ve iyi desteklenir. InvestGlass, Microsoft Dynamics tabanl\u0131 platformlar da dahil olmak \u00fczere \u00e7ok \u00e7e\u015fitli CRM ve CLM sistemlerinden veri ta\u015f\u0131ma deneyimine sahiptir.<\/p>\n\n\n\n

Ge\u00e7i\u015f s\u00fcreci tipik olarak a\u015fa\u011f\u0131daki ad\u0131mlar\u0131 i\u00e7erir:<\/p>\n\n\n\n

1. Veri De\u011ferlendirmesi: Nelerin ta\u015f\u0131nmas\u0131 gerekti\u011fini ve yeni sistemde nas\u0131l yap\u0131land\u0131r\u0131lmas\u0131 gerekti\u011fini belirlemek i\u00e7in mevcut verilerinizin kapsaml\u0131 bir incelemesi.<\/p>\n\n\n\n

2. E\u015fleme ve D\u00f6n\u00fc\u015ft\u00fcrme: Mevcut veri yap\u0131lar\u0131n\u0131z ile InvestGlass veri modeli aras\u0131nda bir e\u015fleme olu\u015fturmak ve verileri gerekti\u011fi gibi d\u00f6n\u00fc\u015ft\u00fcrmek.<\/p>\n\n\n\n

3. Test Ge\u00e7i\u015fi: Nihai ge\u00e7i\u015ften \u00f6nce herhangi bir sorunu belirlemek ve \u00e7\u00f6zmek i\u00e7in bir sandbox ortam\u0131na test ge\u00e7i\u015fi ger\u00e7ekle\u015ftirmek.<\/p>\n\n\n\n

4. E\u011fitim ve Haz\u0131rl\u0131k: Ekibinizi yeni sistem konusunda e\u011fitin ve onlar\u0131 ge\u00e7i\u015fe haz\u0131rlay\u0131n.<\/p>\n\n\n\n

5. Son Ge\u00e7i\u015f: Son veri ge\u00e7i\u015finin ger\u00e7ekle\u015ftirilmesi ve InvestGlass platformuna ge\u00e7ilmesi.<\/p>\n\n\n\n

6. Ge\u00e7i\u015f Sonras\u0131 Destek: Sorunsuz bir ge\u00e7i\u015f sa\u011flamak ve ortaya \u00e7\u0131kabilecek sorunlar\u0131 ele almak i\u00e7in s\u00fcrekli destek sa\u011flanmas\u0131.<\/p>\n\n\n\n

T\u00fcm s\u00fcre\u00e7, mevcut sisteminizin karma\u015f\u0131kl\u0131\u011f\u0131na ve ta\u015f\u0131nacak veri hacmine ba\u011fl\u0131 olarak genellikle 8-12 hafta i\u00e7inde tamamlanabilir.<\/p>\n\n\n\n

Sonu\u00e7: Gelecek Egemendir<\/h2>\n\n\n\n

Sonu\u00e7 olarak, Wealth Dynamix sa\u011flam ve sayg\u0131n bir CLM \u00e7\u00f6z\u00fcm\u00fc sunarken, ABD merkezli bir teknoloji y\u0131\u011f\u0131n\u0131na dayanmas\u0131 ve daha geleneksel, mod\u00fcler yakla\u015f\u0131m\u0131, onu bir\u00e7ok Avrupa finans kurumu i\u00e7in daha az cazip bir se\u00e7enek haline getirmektedir. Veri egemenli\u011fi, esneklik ve ger\u00e7ekten u\u00e7tan uca bir yakla\u015f\u0131m\u0131n \u00e7ok \u00f6nemli oldu\u011fu bir \u00e7a\u011fda InvestGlass a\u00e7\u0131k ve cazip bir alternatif sunuyor.<\/p>\n\n\n\n

Bankac\u0131lar ve finansal dan\u0131\u015fmanlar \u0130svi\u00e7re yap\u0131m\u0131, egemen bir \u00e7\u00f6z\u00fcm se\u00e7erek yaln\u0131zca Avrupa veri koruma yasalar\u0131na uyum sa\u011flamakla kalmaz, ayn\u0131 zamanda \u00f6nemli bir rekabet avantaj\u0131 da elde edebilirler. De\u011fi\u015fen piyasa ko\u015fullar\u0131na h\u0131zla uyum sa\u011flama, ger\u00e7ekten sorunsuz ve entegre bir m\u00fc\u015fteri deneyimi sunma ve g\u00fcven ve \u015feffafl\u0131k temeline dayal\u0131 ili\u015fkiler kurma becerisi, modern varl\u0131k y\u00f6netimi ortam\u0131nda ba\u015far\u0131n\u0131n anahtar\u0131d\u0131r. Gelece\u011fi kucaklamaya haz\u0131r olanlar i\u00e7in se\u00e7im a\u00e7\u0131kt\u0131r: gelecek egemenliktir ve gelecek InvestGlass't\u0131r.<\/p>\n\n\n\n

S\u0131k\u00e7a Sorulan Sorular<\/h2>\n\n\n\n

1.InvestGlass ile Wealth Dynamix'in CLM \u00e7\u00f6z\u00fcmleri aras\u0131ndaki temel fark nedir? <\/strong><\/p>\n\n\n\n

Aralar\u0131ndaki temel fark, veri egemenli\u011fi ve teknoloji altyap\u0131s\u0131na yakla\u015f\u0131mlar\u0131nda yatmaktad\u0131r. InvestGlass, \u015firket i\u00e7i ve \u0130svi\u00e7re bulut bar\u0131nd\u0131rma sunan \u0130svi\u00e7re'ye \u00f6zg\u00fc bir platformken, Wealth Dynamix ABD merkezli bir teknoloji olan Microsoft Dynamics \u00fczerine kurulmu\u015ftur. InvestGlass ayr\u0131ca ger\u00e7ek bir kodsuz\/d\u00fc\u015f\u00fck kodlu platform sunarken, Wealth Dynamix \u00f6zelle\u015ftirme i\u00e7in daha fazla teknik uzmanl\u0131k gerektiriyor.<\/p>\n\n\n\n

2. Varl\u0131k y\u00f6neticileri i\u00e7in veri egemenli\u011fi neden \u00f6nemlidir? <\/strong><\/p>\n\n\n\n

Veri egemenli\u011fi, GDPR gibi Avrupa veri koruma d\u00fczenlemelerine uymak ve verilerinin ABD CLOUD Yasas\u0131 gibi yasalar kapsam\u0131nda yabanc\u0131 h\u00fck\u00fcmet eri\u015fimine tabi olmamas\u0131n\u0131 sa\u011flayarak m\u00fc\u015fterilerle g\u00fcven olu\u015fturmak i\u00e7in \u00e7ok \u00f6nemlidir. Ayr\u0131ca veri g\u00fcvenli\u011fi \u00fczerinde daha fazla kontrol sa\u011flar ve mevzuat riskini azalt\u0131r.<\/p>\n\n\n\n

3.InvestGlass k\u00fc\u00e7\u00fck bir dan\u0131\u015fmanl\u0131k firmas\u0131 i\u00e7in uygun mu?<\/strong><\/p>\n\n\n\n

Evet, InvestGlass k\u00fc\u00e7\u00fck dan\u0131\u015fmanl\u0131k firmalar\u0131ndan b\u00fcy\u00fck kurumsal bankalara kadar her \u00f6l\u00e7ekteki i\u015fletme i\u00e7in tasarlanm\u0131\u015ft\u0131r. Kodsuz \/ d\u00fc\u015f\u00fck kodlu platformu, \u015feffaf fiyatland\u0131rma ve gizli maliyetler olmadan k\u00fc\u00e7\u00fck firmalar i\u00e7in eri\u015filebilir ve uygun fiyatl\u0131 olmas\u0131n\u0131 sa\u011flar.<\/p>\n\n\n\n

4.InvestGlass mevcut sistemlerimle entegre olabilir mi? <\/strong><\/p>\n\n\n\n

Evet, InvestGlass a\u00e7\u0131k bir API'ye sahiptir ve di\u011fer sistemlerle kolay entegrasyon i\u00e7in tasarlanm\u0131\u015ft\u0131r, b\u00f6ylece birle\u015fik bir teknoloji ekosistemi olu\u015fturman\u0131za olanak tan\u0131r. Platform, temel bankac\u0131l\u0131k sistemleri, portf\u00f6y y\u00f6netim ara\u00e7lar\u0131, AML tarama hizmetleri ve di\u011fer bir\u00e7ok \u00fc\u00e7\u00fcnc\u00fc taraf uygulamas\u0131yla entegre olabilir.<\/p>\n\n\n\n

5.InvestGlass platformunun temel \u00f6zellikleri nelerdir? <\/strong><\/p>\n\n\n\n

InvestGlass, dijital i\u015fe al\u0131m, CRM, portf\u00f6y y\u00f6netimi, pazarlama otomasyonu ve m\u00fc\u015fteri portal\u0131 dahil olmak \u00fczere eksiksiz bir ara\u00e7 paketini tek bir entegre platformda sunar. Ayr\u0131ca yapay zeka destekli otomasyon yetenekleri ve kapsaml\u0131 uyumluluk \u00f6zellikleri de i\u00e7erir.<\/p>\n\n\n\n

6.InvestGlass uyumlulu\u011fu nas\u0131l ele al\u0131yor?<\/strong><\/p>\n\n\n\n

InvestGlass, firmalar\u0131n MiFID II, FINSA ve GDPR gibi d\u00fczenleyici gereklilikleri kar\u015f\u0131lamas\u0131na yard\u0131mc\u0131 olmak i\u00e7in \u00f6z\u00fcnde uyumluluk ile olu\u015fturulmu\u015ftur. Platform, otomatik denetim izleri, onay y\u00f6netimi, veri saklama politikalar\u0131 ve d\u00fczenleyici raporlama i\u00e7in yerle\u015fik i\u015f ak\u0131\u015flar\u0131 i\u00e7erir.<\/p>\n\n\n\n

7.Ba\u015fka bir CRM'den InvestGlass'a ge\u00e7i\u015f yapmak zor mu? <\/strong><\/p>\n\n\n\n

InvestGlass sorunsuz bir ge\u00e7i\u015f i\u00e7in tasarlanm\u0131\u015ft\u0131r. Ekipleri, sorunsuz bir deneyim sa\u011flamak i\u00e7in ge\u00e7i\u015f s\u00fcreci boyunca destek ve rehberlik sa\u011flar. Tipik ge\u00e7i\u015f zaman \u00e7izelgesi, mevcut sisteminizin karma\u015f\u0131kl\u0131\u011f\u0131na ba\u011fl\u0131 olarak 8-12 haftad\u0131r.<\/p>\n\n\n\n

8.InvestGlass ne t\u00fcr bir destek sunuyor?<\/strong><\/p>\n\n\n\n

InvestGlass, platformdan en iyi \u015fekilde yararlanman\u0131z\u0131 sa\u011flamak i\u00e7in ilk kurulum ve e\u011fitimden s\u00fcrekli yard\u0131ma kadar kapsaml\u0131 destek sunar. Destek, daha b\u00fcy\u00fck m\u00fc\u015fteriler i\u00e7in \u00f6zel hesap y\u00f6neticileri ile birden fazla dilde ve saat diliminde mevcuttur.<\/p>\n\n\n\n

9.InvestGlass'\u0131n fiyatland\u0131rmas\u0131 di\u011fer \u00e7\u00f6z\u00fcmlere k\u0131yasla nas\u0131l?<\/strong><\/p>\n\n\n\n

InvestGlass, farkl\u0131 i\u015fletme ihtiya\u00e7lar\u0131na ve b\u00fcy\u00fckl\u00fcklerine uygun \u015feffaf ve esnek fiyatland\u0131rma modelleri sunar. Toplam sahip olma maliyeti, daha d\u00fc\u015f\u00fck uygulama maliyetleri, daha d\u00fc\u015f\u00fck \u00f6zelle\u015ftirme giderleri ve daha d\u00fc\u015f\u00fck s\u00fcrekli bak\u0131m \u00fccretleri nedeniyle Wealth Dynamix gibi geleneksel \u00e7\u00f6z\u00fcmlerden tipik olarak 50-70% daha d\u00fc\u015f\u00fckt\u00fcr.<\/p>\n\n\n\n

10.Neden \u0130svi\u00e7re yap\u0131m\u0131 bir \u00e7\u00f6z\u00fcm se\u00e7meliyim?<\/strong><\/p>\n\n\n\n

InvestGlass gibi \u0130svi\u00e7re yap\u0131m\u0131 bir \u00e7\u00f6z\u00fcm, istikrarl\u0131 bir siyasi ve yasal ortam\u0131n, g\u00fc\u00e7l\u00fc veri koruma yasalar\u0131n\u0131n ve kalite ve g\u00fcvenilirlik konusundaki itibar\u0131n avantajlar\u0131n\u0131 sunar. \u0130svi\u00e7re'nin tarafs\u0131zl\u0131\u011f\u0131 ve sa\u011flam veri koruma \u00e7er\u00e7evesi, finansal hizmetler teknolojisi i\u00e7in ideal bir temel sa\u011flar.<\/p>","protected":false},"excerpt":{"rendered":"

In the world of wealth management, the efficiency and effectiveness of your Client Lifecycle Management (CLM) are not just operational details; they are the bedrock of your client relationships and the engine of your profitability. For years, the industry has been dominated by a handful of players, with solutions often built on American technology stacks. […]<\/p>\n","protected":false},"author":1,"featured_media":46861,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1261],"class_list":["post-48476","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-client-lifecycle-management"],"yoast_head":"\nAlternative to Wealth Dynamix for Financial Firms | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn about InvestGlass, the effective alternative to Wealth Dynamix, enhancing client relationships with innovative technology.\" \/>\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\/tr\/egemenli\u0307k-avantaji-avrupa-bankalari-musteri\u0307-yasam-dongusu-yoneti\u0307mi\u0307-i\u0307ci\u0307n-neden-investglassi-terci\u0307h-edi\u0307yor\/\" \/>\n<meta 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