{"id":48945,"date":"2026-02-05T14:06:40","date_gmt":"2026-02-05T13:06:40","guid":{"rendered":"https:\/\/www.investglass.com\/how-to-use-investglass-crm-for-client-onboarding\/"},"modified":"2026-02-07T13:44:23","modified_gmt":"2026-02-07T12:44:23","slug":"investglass-crm-musteri%cc%87-kabulu-i%cc%87ci%cc%87n-nasil-kullanilir","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/tr\/how-to-use-investglass-crm-for-client-onboarding\/","title":{"rendered":"M\u00fc\u015fteri Al\u0131m\u0131 \u0130\u00e7in InvestGlass CRM Nas\u0131l Kullan\u0131l\u0131r?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">InvestGlass CRM, s\u0131k\u0131 bankac\u0131l\u0131k ve varl\u0131k y\u00f6netimi d\u00fczenlemelerini kar\u015f\u0131lamak i\u00e7in dijital kat\u0131l\u0131m, KYC ve m\u00fc\u015fteri verilerini \u0130svi\u00e7re'de bar\u0131nd\u0131r\u0131lan bir ortamda merkezile\u015ftirir<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Kullan\u0131c\u0131lar InvestGlass Formlar\u0131n\u0131 g\u00f6ndererek, KYC belgelerini toplayarak ve otomatik onay i\u015f ak\u0131\u015flar\u0131n\u0131 tetikleyerek birka\u00e7 t\u0131klamayla onboarding i\u015flemini ba\u015flatabilir<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Uyum ekipleri KYC, AML ve risk puanlama kurallar\u0131n\u0131 kod olmadan yap\u0131land\u0131rarak her yeni m\u00fc\u015fterinin hesap a\u00e7\u0131lmadan \u00f6nce taranmas\u0131n\u0131 sa\u011flayabilir<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130li\u015fki y\u00f6neticileri, anketler, risk profilleri ve uygunluk tercihleri dahil olmak \u00fczere ilk etkile\u015fimden itibaren 360 derecelik bir m\u00fc\u015fteri g\u00f6r\u00fcn\u00fcm\u00fc elde eder<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, i\u015fe al\u0131m\u0131 portf\u00f6y y\u00f6netimi ile entegre eder, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/tr\/pazarlama-araclari\/\" target=\"_blank\" rel=\"noopener\" title=\"pazarlama\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5903\">pazarlama<\/a> otomasyon ve tam bir m\u00fc\u015fteri ya\u015fam d\u00f6ng\u00fcs\u00fc yolculu\u011fu i\u00e7in m\u00fc\u015fteri portal\u0131<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-client-onboarding-with-investglass-crm\">InvestGlass CRM ile M\u00fc\u015fteri Al\u0131m\u0131na Giri\u015f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Bankalar, varl\u0131k y\u00f6neticileri ve sigortac\u0131lar \u00fczerindeki bask\u0131 hi\u00e7 bu kadar b\u00fcy\u00fck olmam\u0131\u015ft\u0131. D\u00fczenleyiciler titiz dok\u00fcmantasyon talep ediyor. M\u00fc\u015fteriler ak\u0131ll\u0131 telefonlar\u0131ndan hesap a\u00e7may\u0131 bekliyor. Ve ka\u011f\u0131t formlar\u0131 kar\u0131\u015ft\u0131rmakla ge\u00e7en her g\u00fcn, rakiplerinizin daha h\u0131zl\u0131 hareket etti\u011fi bir g\u00fcn.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, tam olarak bu ger\u00e7eklik i\u00e7in tasarlanm\u0131\u015f bir \u0130svi\u00e7re egemen crm platformudur. G\u00fcvenli i\u015fe al\u0131m gerektiren d\u00fczenlenmi\u015f kurulu\u015flar i\u00e7in tasarlanan platform, veri ikametgah\u0131 ve GDPR gereksinimlerini kar\u015f\u0131lamak i\u00e7in verileri \u0130svi\u00e7re'de veya yerinde bar\u0131nd\u0131r\u0131r. Bu, finans i\u00e7in uyarlanm\u0131\u015f genel bir sat\u0131\u015f arac\u0131 de\u011fildir. Karma\u015f\u0131k uyumluluk ortamlar\u0131nda gezinen finans kurumlar\u0131 i\u00e7in \u00f6zel olarak \u00fcretilmi\u015ftir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bu makale, InvestGlass i\u00e7indeki tipik bir i\u015fe al\u0131m s\u00fcrecinde size ad\u0131m ad\u0131m yol g\u00f6sterir. \u0130lk temastan hesap aktivasyonu ve portf\u00f6y kurulumuna kadar, ka\u011f\u0131t formlar\u0131, da\u011f\u0131n\u0131k e-postalar\u0131 ve manuel elektronik tablolar\u0131 modern bir dijital i\u015f ak\u0131\u015f\u0131yla nas\u0131l de\u011fi\u015ftirece\u011finizi ke\u015ffedeceksiniz. InvestGlass, hem ekibiniz hem de m\u00fc\u015fterileriniz i\u00e7in sorunsuz bir deneyim olu\u015fturmak i\u00e7in CRM kay\u0131tlar\u0131n\u0131, kodsuz formlar\u0131, otomatik i\u015f ak\u0131\u015flar\u0131n\u0131 ve yapay zeka yard\u0131m\u0131n\u0131 birle\u015ftirir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bu k\u0131lavuz InvestGlass perspektifinden yaz\u0131lm\u0131\u015ft\u0131r ve genel CRM teorisinden ziyade pratik kullan\u0131m durumlar\u0131na odaklanmaktad\u0131r. \u0130ster Cenevre'de \u00f6zel bir bankada \u00e7al\u0131\u015f\u0131yor olun, ister kurumsal yat\u0131r\u0131mc\u0131lar i\u00e7in varl\u0131klar\u0131 y\u00f6netiyor olun ya da bir sigorta \u015firketinde uyumlulu\u011fu y\u00f6netiyor olun, buradaki ilkeler do\u011frudan i\u015finiz i\u00e7in ge\u00e7erlidir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-preparing-your-investglass-crm-for-onboarding\">InvestGlass CRM'inizi \u0130\u015fe Al\u0131m \u0130\u00e7in Haz\u0131rlama<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130lk m\u00fc\u015fterinizi i\u015fe almadan \u00f6nce, uygun yap\u0131land\u0131rma sonraki her \u015fey i\u00e7in temel olu\u015fturur. Birka\u00e7 saatlik \u00f6zenli bir kurulum, ileride y\u00fczlerce saat kazand\u0131r\u0131r.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-onboarding-pipelines\">\u0130\u015fe Al\u0131m Boru Hatlar\u0131n\u0131 Tan\u0131mlama<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, her bir m\u00fc\u015fteri aday\u0131n\u0131n veya m\u00fc\u015fterinin yolculu\u011funda nerede durdu\u011funu g\u00f6rselle\u015ftirmek i\u00e7in boru hatlar\u0131n\u0131 kullan\u0131r. Tipik bir finans kurumu i\u00e7in a\u015famalar \u015funlar\u0131 i\u00e7erebilir:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>Boru Hatt\u0131 A\u015famas\u0131<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>A\u00e7\u0131klama<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>Prospect<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0130lk temas yakaland\u0131, hen\u00fcz form g\u00f6nderilmedi<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC Ba\u015flad\u0131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>M\u00fc\u015fteri i\u015fe al\u0131m formlar\u0131n\u0131 ald\u0131<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC Onayl\u0131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>Uyumluluk t\u00fcm belgeleri onaylad\u0131<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>Hesap A\u00e7\u0131ld\u0131<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>Temel bankac\u0131l\u0131k sistemi hesap numaras\u0131 atad\u0131<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u0130lk Finansman<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u0130lk depozito veya transfer al\u0131nd\u0131<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>Tamamen Aktif<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>M\u00fc\u015fteri portal eri\u015fimi ile \u00e7al\u0131\u015f\u0131r durumda<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Bu a\u015famalar, ili\u015fki y\u00f6neticilerinin do\u011fru \u00f6nceliklere odaklanmas\u0131n\u0131 sa\u011flarken, y\u00f6netime d\u00f6n\u00fc\u015f\u00fcm oranlar\u0131 ve darbo\u011fazlar hakk\u0131nda net bir g\u00f6r\u00fcn\u00fcrl\u00fck sunar.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-customising-crm-fields\">CRM Alanlar\u0131n\u0131 \u00d6zelle\u015ftirme<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Y\u00f6neticiler, kurumunuzun ihtiya\u00e7 duydu\u011fu belirli veri noktalar\u0131n\u0131 yakalamak i\u00e7in InvestGlass'taki alanlar\u0131 \u00f6zelle\u015ftirebilir:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Vergi ikametgah\u0131 ve uyruk bilgileri<\/li>\n\n\n\n<li>MiFID II veya LSFin s\u0131n\u0131fland\u0131rmalar\u0131<\/li>\n\n\n\n<li>Yat\u0131r\u0131m hedefleri ve risk i\u015ftah\u0131<\/li>\n\n\n\n<li>Servet kayna\u011f\u0131 ve fon kayna\u011f\u0131 belgeleri<\/li>\n\n\n\n<li>Siyasi olarak maruz kalan ki\u015fi beyanlar\u0131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Bu \u00f6zelle\u015ftirme, m\u00fc\u015fteri al\u0131m\u0131 s\u0131ras\u0131nda toplanan her veri \u00f6\u011fesinin do\u011frudan uyumluluk ve raporlama sistemlerinize beslenmesini sa\u011flar.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configuring-user-roles-and-permissions\">Kullan\u0131c\u0131 Rollerini ve \u0130zinlerini Yap\u0131land\u0131rma<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Herkesin her \u015feyi g\u00f6rmesi gerekmez. InvestGlass ayr\u0131nt\u0131l\u0131 izin ayarlar\u0131na izin verir, b\u00f6ylece:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0130li\u015fki y\u00f6neticileri kendilerine atanm\u0131\u015f m\u00fc\u015fterilere ve f\u0131rsatlara eri\u015fir<\/li>\n\n\n\n<li>Uyum g\u00f6revlileri t\u00fcm KYC belgelerini ve onay kuyruklar\u0131n\u0131 g\u00f6zden ge\u00e7irir<\/li>\n\n\n\n<li>Arka ofis personeli yat\u0131r\u0131m detaylar\u0131n\u0131 g\u00f6rmeden hesap kurulumunu y\u00f6netir<\/li>\n\n\n\n<li>Y\u00f6netim panolar\u0131, bireysel m\u00fc\u015fteri verilerini if\u015fa etmeden toplu \u00f6l\u00e7\u00fcmleri g\u00f6sterir<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-connecting-to-core-systems\">\u00c7ekirdek Sistemlere Ba\u011flanma<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Maksimum verimlilik i\u00e7in InvestGlass'\u0131 API arac\u0131l\u0131\u011f\u0131yla temel bankac\u0131l\u0131k veya portf\u00f6y sistemlerinize ba\u011flay\u0131n. Bu senkronizasyon, bankac\u0131l\u0131k platformunuzda bir hesap numaras\u0131 olu\u015fturuldu\u011funda, InvestGlass'taki i\u015fe al\u0131m durumunun otomatik olarak g\u00fcncellenece\u011fi anlam\u0131na gelir. Manuel mutabakat gerekmez.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-digital-onboarding-and-kyc-forms\">Dijital Onboarding ve KYC Formlar\u0131n\u0131n Tasarlanmas\u0131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass Formlar\u0131, \u00f6zel bankac\u0131l\u0131k, bireysel bankac\u0131l\u0131k ve kurumsal m\u00fc\u015fterilerden i\u015fe al\u0131m verilerini ve KYC belgelerini toplamak i\u00e7in kullan\u0131lan kodsuz dijital formlard\u0131r. Bu formlar <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/tr\/form-olusturucu\/\" target=\"_blank\" rel=\"noopener\" title=\"form olu\u015fturucu\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5902\">form olu\u015fturucu<\/a> uyumluluk, pazarlama ve operasyon ekiplerinin programlama uzmanl\u0131\u011f\u0131 olmadan tasar\u0131m \u00fczerinde i\u015fbirli\u011fi yapmas\u0131na olanak tan\u0131r.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-a-wealth-management-onboarding-form\">Varl\u0131k Y\u00f6netimi \u0130\u015fe Al\u0131m Formu Olu\u015fturma<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130svi\u00e7re'deki bir varl\u0131k y\u00f6netimi m\u00fc\u015fterisi i\u00e7in pratik bir \u00f6rnek d\u00fc\u015f\u00fcn\u00fcn. Formunuz \u015funlar\u0131 toplayabilir:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Kimlik B\u00f6l\u00fcm\u00fc<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tam yasal isim ve do\u011fum tarihi<\/li>\n\n\n\n<li>Pasaport veya ulusal kimlik numaras\u0131<\/li>\n\n\n\n<li>Adres kan\u0131t\u0131 ile birlikte g\u00fcncel ikamet adresi y\u00fckleme<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Finansal Profil B\u00f6l\u00fcm\u00fc<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Y\u0131ll\u0131k gelir aral\u0131\u011f\u0131<\/li>\n\n\n\n<li>Birincil konut hari\u00e7 net de\u011fer<\/li>\n\n\n\n<li>Servet kayna\u011f\u0131 a\u00e7\u0131klamas\u0131<\/li>\n\n\n\n<li>Varl\u0131k s\u0131n\u0131f\u0131na g\u00f6re yat\u0131r\u0131m deneyimi<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Uygunluk B\u00f6l\u00fcm\u00fc<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Yat\u0131r\u0131m ufku (k\u0131sa, orta, uzun vade)<\/li>\n\n\n\n<li>Risk tolerans\u0131 anketi<\/li>\n\n\n\n<li>Likidite ihtiya\u00e7lar\u0131<\/li>\n\n\n\n<li>Belirli yat\u0131r\u0131m k\u0131s\u0131tlamalar\u0131 veya tercihleri<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-using-dynamic-fields-and-conditional-logic\">Dinamik Alanlar\u0131 ve Ko\u015fullu Mant\u0131\u011f\u0131 Kullanma<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">As\u0131l g\u00fc\u00e7 ko\u015fullu mant\u0131k ile ortaya \u00e7\u0131kar. Bir kurumsal hesap formu otomatik olarak \u015funlar\u0131 isteyebilir:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>25%'den fazla sahipli\u011fe sahip hak sahipleri<\/li>\n\n\n\n<li>Direkt\u00f6r ve imza yetkilisi bilgileri<\/li>\n\n\n\n<li>\u015eirket tescil belgeleri<\/li>\n\n\n\n<li>Kurumsal yap\u0131 \u015femalar\u0131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Bu arada, bir perakende m\u00fc\u015fterisi bireysel ayr\u0131nt\u0131lara odaklanan basitle\u015ftirilmi\u015f bir versiyon g\u00f6r\u00fcr. Bu dinamik davran\u0131\u015f, formlar\u0131 k\u0131sa ve \u00f6z tutarken, y\u00f6netmeliklerin gerektirdi\u011fi bilgileri tam olarak toplaman\u0131z\u0131 sa\u011flar.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mandatory-fields-and-document-uploads\">Zorunlu Alanlar ve Belge Y\u00fcklemeleri<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Formlar, kritik KYC verileri i\u00e7in zorunlu alanlar\u0131 zorunlu k\u0131labilir:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pasaport numaras\u0131 veya ulusal kimlik<\/li>\n\n\n\n<li>Vergi kimlik numaras\u0131<\/li>\n\n\n\n<li>PEP beyan\u0131 ve yapt\u0131r\u0131m tarama sorular\u0131<\/li>\n\n\n\n<li>\u0130mzal\u0131 \u015fartlar ve ko\u015fullar onay\u0131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Dosya y\u00fckleme alanlar\u0131, m\u00fc\u015fterilerin belgeleri do\u011frudan InvestGlass'a eklemesine olanak tan\u0131r. Kimlik kopyalar\u0131, adres kan\u0131tlar\u0131, banka ekstreleri ve servet kayna\u011f\u0131 kan\u0131tlar\u0131n\u0131n t\u00fcm\u00fc, e-posta ekleri olmadan tek bir m\u00fc\u015fteri kayd\u0131na akar.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-launching-a-new-client-onboarding-journey\">Yeni M\u00fc\u015fteri Al\u0131\u015ft\u0131rma Yolculu\u011funun Ba\u015flat\u0131lmas\u0131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130\u015fte bir ili\u015fki y\u00f6neticisi yeni bir i\u015fe ba\u015flad\u0131\u011f\u0131nda tam olarak ne olur? <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/tr\/dijital-ise-alim\/\" target=\"_blank\" rel=\"noopener\" title=\"dijital i\u015fe al\u0131m\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5901\">dijital i\u015fe al\u0131m<\/a> InvestGlass'ta.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-create-the-contact-record\">Ad\u0131m 1: Ki\u015fi Kayd\u0131n\u0131 Olu\u015fturun<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130li\u015fki y\u00f6neticisi, CRM'de yeni bir m\u00fc\u015fteri aday\u0131 veya ki\u015fi kayd\u0131 olu\u015fturur. \u0130lk toplant\u0131y\u0131 veya aramay\u0131 kaydeder, m\u00fc\u015fterinin belirtilen hedeflerini not eder ve m\u00fc\u015fteri aday\u0131n\u0131 uygun i\u015fe al\u0131m hatt\u0131na atar.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-select-and-send-the-onboarding-form\">Ad\u0131m 2: Onboarding Formunu Se\u00e7in ve G\u00f6nderin<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u00dcr\u00fcn t\u00fcr\u00fcne ba\u011fl\u0131 olarak y\u00f6netici do\u011fru InvestGlass Form \u015fablonunu se\u00e7er:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Yat\u0131r\u0131m kararlar\u0131n\u0131 delege eden m\u00fc\u015fteriler i\u00e7in iste\u011fe ba\u011fl\u0131 yetki<\/li>\n\n\n\n<li>\u0130\u015flem yapmadan \u00f6nce tavsiye isteyen m\u00fc\u015fteriler i\u00e7in dan\u0131\u015fmanl\u0131k yetkisi<\/li>\n\n\n\n<li>Koruma \u00fcr\u00fcnleri i\u00e7in sigorta poli\u00e7esi ba\u015fvurusu<\/li>\n\n\n\n<li>Kendi yat\u0131r\u0131mlar\u0131n\u0131 y\u00f6neten m\u00fc\u015fteriler i\u00e7in saklama hesab\u0131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Form, g\u00fcvenli ba\u011flant\u0131 yoluyla veya do\u011frudan m\u00fc\u015fteri portal\u0131 \u00fczerinden g\u00f6nderilir. Hi\u00e7bir hassas veri \u015fifrelenmemi\u015f e-posta yoluyla iletilmez.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-client-completes-the-digital-experience\">Ad\u0131m 3: M\u00fc\u015fteri Dijital Deneyimi Tamamlar<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">M\u00fc\u015fteri, elinden geldi\u011fince markal\u0131 bir deneyim ya\u015far:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Formlar\u0131 masa\u00fcst\u00fc veya mobil cihazlarda doldurun<\/li>\n\n\n\n<li>\u0130lerlemeyi kaydedin ve daha sonra geri d\u00f6n\u00fcn<\/li>\n\n\n\n<li>Gerekli belgeleri desteklenen formatlarda y\u00fckleyin<\/li>\n\n\n\n<li>Hi\u00e7bir \u015fey yazd\u0131rmadan dijital olarak imzalay\u0131n<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Perakende m\u00fc\u015fteriler i\u00e7in t\u00fcm s\u00fcre\u00e7 genellikle 10 ila 30 dakika s\u00fcrer. Mobil uygulama ile baz\u0131 basit hesaplar 5 dakika gibi k\u0131sa bir s\u00fcrede tamamlan\u0131r.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-automated-reminders\">Ad\u0131m 4: Otomatik Hat\u0131rlat\u0131c\u0131lar<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, formlar\u0131n\u0131 hen\u00fcz g\u00f6ndermemi\u015f veya eksik belgeleri olan m\u00fc\u015fterilere otomatik e-posta veya SMS hat\u0131rlat\u0131c\u0131lar\u0131 g\u00f6nderebilir. Bu otomasyon, garip takip aramalar\u0131n\u0131 ortadan kald\u0131r\u0131r ve manuel \u00e7aba harcamadan ivmeyi korur.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Form-Builder.png\" alt=\"\" class=\"wp-image-48311\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automating-compliance-kyc-and-aml-checks\">Uyumluluk, KYC ve AML Kontrollerini Otomatikle\u015ftirme<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, KYC, AML, LSFin ve MiFID II y\u00f6nergelerine uymas\u0131 gereken d\u00fczenlenmi\u015f finansal kurumlara hizmet vermektedir. Platform, uyumlulu\u011fu sonradan d\u00fc\u015f\u00fcn\u00fclen bir \u015fey olarak ele almak yerine her ad\u0131ma dahil eder.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automatic-data-mapping\">Otomatik Veri E\u015fleme<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Bir m\u00fc\u015fteri formunu g\u00f6nderdi\u011finde, veriler otomatik olarak CRM kayd\u0131yla e\u015fle\u015ftirilir. Uyum g\u00f6revlileri, e-postalar ve klas\u00f6rler aras\u0131nda belge kovalamak yerine tek bir ekranda t\u00fcm profilleri inceleyebilir.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-risk-scoring-and-screening-workflows\">Risk Puanlama ve Tarama \u0130\u015f Ak\u0131\u015flar\u0131<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass i\u015f ak\u0131\u015flar\u0131 tetikleyebilir:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Yap\u0131land\u0131r\u0131labilir kriterlere dayal\u0131 otomatik risk puanlamas\u0131<\/li>\n\n\n\n<li>PEP ve yapt\u0131r\u0131m tarama entegrasyonu<\/li>\n\n\n\n<li>Manuel inceleme kuyruklar\u0131na y\u00fcksek riskli m\u00fc\u015fteri y\u00f6nlendirmesi<\/li>\n\n\n\n<li>Geli\u015ftirilmi\u015f durum tespiti g\u00f6rev atamas\u0131<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-approval-workflows\">Onay \u0130\u015f Ak\u0131\u015flar\u0131<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Belirlenen onaylay\u0131c\u0131lar dijital olarak imzalamadan hi\u00e7bir hesap a\u00e7\u0131ld\u0131 olarak i\u015faretlenemez. Bu onay i\u015f ak\u0131\u015flar\u0131 seri veya paralel modlarda \u00e7al\u0131\u015f\u0131r:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u0130\u015f Ak\u0131\u015f\u0131 T\u00fcr\u00fc<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>Nas\u0131l \u00c7al\u0131\u015f\u0131r<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>Seri<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u00d6nce uyumluluk, sonra y\u00f6netim, daha sonra operasyonlar onaylar<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>Paralel<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>Birden fazla ekip ki\u015filer, belgeler ve hesaplar \u00fczerinde ayn\u0131 anda oy kullan\u0131r<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>Hibrit<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>Baz\u0131 onaylar paralel olarak y\u00fcr\u00fct\u00fcl\u00fcr, baz\u0131lar\u0131 ise s\u0131ral\u0131 onay gerektirir<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Reddedilen belgeler otomatik olarak hedeflenen belge taleplerini m\u00fc\u015fterilere veya ili\u015fki y\u00f6neticilerine geri g\u00f6ndererek mutabakata kadar kapal\u0131 bir d\u00f6ng\u00fc olu\u015fturur.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-example\">Ger\u00e7ek D\u00fcnya \u00d6rne\u011fi<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Z\u00fcrih'teki ticari bir banka, her yeni m\u00fc\u015fterinin bir portf\u00f6y finanse edilmeden \u00f6nce AML kontrol listesinden ge\u00e7mesini sa\u011flamak i\u00e7in InvestGlass'\u0131 kulland\u0131. Sonu\u00e7 ne oldu? Hesap a\u00e7ma s\u00fcresi 40 g\u00fcnden sadece 2 g\u00fcne d\u00fc\u015ft\u00fc. Eksik dok\u00fcmantasyonla ilgili denetim bulgular\u0131 neredeyse ortadan kalkt\u0131.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-using-ai-and-automation-to-streamline-onboarding\">\u0130\u015fe Al\u0131m\u0131 Kolayla\u015ft\u0131rmak \u0130\u00e7in Yapay Zeka ve Otomasyonu Kullanma<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, i\u015fe al\u0131m s\u0131ras\u0131nda \u00f6n b\u00fcro ve uyumluluk ekipleri i\u00e7in tekrarlayan g\u00f6revleri azaltmak i\u00e7in b\u00fcy\u00fck dil modelleri de dahil olmak \u00fczere yapay zekay\u0131 entegre eder.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-powered-risk-summaries\">Yapay Zeka Destekli Risk \u00d6zetleri<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yapay zeka, uzun KYC anketlerini m\u00fc\u015fteri kayd\u0131nda g\u00f6r\u00fcnen k\u0131sa bir risk profilinde \u00f6zetleyebilir. Bir kar\u015f\u0131lama aramas\u0131ndan \u00f6nce, ili\u015fki y\u00f6neticisi ham yan\u0131tlar\u0131n sayfalar\u0131 aras\u0131nda gezinmek yerine net bir genel bak\u0131\u015f g\u00f6r\u00fcr.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-task-assignment\">Otomatik G\u00f6rev Atama<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass'ta yap\u0131land\u0131r\u0131labilir otomasyon \u015funlar\u0131 yapabilir:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Belirli ko\u015fullar kar\u015f\u0131land\u0131\u011f\u0131nda takip g\u00f6revleri atay\u0131n<\/li>\n\n\n\n<li>KYC onay\u0131ndan sonra kar\u015f\u0131lama aramalar\u0131n\u0131 otomatik olarak planlay\u0131n<\/li>\n\n\n\n<li>Bir m\u00fc\u015fteri dijital ba\u015fvurusunu tamamlad\u0131\u011f\u0131nda dahili bildirimleri tetikleyin<\/li>\n\n\n\n<li>Duran i\u015fe al\u0131mlar\u0131 amirlere iletin<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-personalised-communications\">Ki\u015fiselle\u015ftirilmi\u015f \u0130leti\u015fim<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yapay zeka, i\u015fe al\u0131m s\u0131ras\u0131nda toplanan bilgilerle tutarl\u0131 olarak ki\u015fiselle\u015ftirilmi\u015f kar\u015f\u0131lama mesajlar\u0131 veya yat\u0131r\u0131m politikas\u0131 \u00f6zetleri olu\u015fturmaya yard\u0131mc\u0131 olur. Bunlar genel \u015fablonlar de\u011fil, m\u00fc\u015fterinin belirtti\u011fi tercihlere at\u0131fta bulunan \u00f6zel ileti\u015fimlerdir.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-protection\">\u0130svi\u00e7re Veri Koruma<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">T\u00fcm otomasyon kontroll\u00fc InvestGlass ortam\u0131 i\u00e7inde \u00e7al\u0131\u015f\u0131r. \u0130svi\u00e7re veri koruma kurallar\u0131na uyulur ve harici ara\u00e7larla kontrols\u00fcz veri payla\u015f\u0131m\u0131 yap\u0131lmaz. M\u00fc\u015fteri bilgileriniz ait oldu\u011fu yerde kal\u0131r.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-connecting-onboarding-to-portfolio-management-and-client-portal\">Onboarding'i Portf\u00f6y Y\u00f6netimi ve M\u00fc\u015fteri Portal\u0131na Ba\u011flama<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">M\u00fc\u015fteri hesaplar\u0131n\u0131 g\u00f6rene, yat\u0131r\u0131mlar\u0131n\u0131 y\u00f6netene ve kurumunuzla etkile\u015fime ge\u00e7ene kadar i\u015fe al\u0131m tamamlanm\u0131\u015f say\u0131lmaz. InvestGlass'\u0131n kendini ger\u00e7ekten farkl\u0131la\u015ft\u0131rd\u0131\u011f\u0131 yer buras\u0131d\u0131r.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-seamless-portfolio-integration\">Sorunsuz Portf\u00f6y Entegrasyonu<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Uyumluluk dosyay\u0131 onaylad\u0131\u011f\u0131nda, InvestGlass m\u00fc\u015fteri verilerini portf\u00f6y y\u00f6netimi yaz\u0131l\u0131m mod\u00fcllerine g\u00f6nderir. Enstr\u00fcmanlar, modeller ve yetkiler, bilgiler yeniden yaz\u0131lmadan olu\u015fturulur. Platform, alanlar\u0131n y\u00fczde 20 ila 44'\u00fcn\u00fc otomatik olarak \u00f6nceden doldurabilir ve gereksiz veri giri\u015fini ortadan kald\u0131r\u0131r.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal-activation\">M\u00fc\u015fteri Portal\u0131 Aktivasyonu<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass'taki m\u00fc\u015fteri portal\u0131 do\u011frudan CRM'den etkinle\u015ftirilir. M\u00fc\u015fteriler g\u00fcvenli eri\u015fim elde eder:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0130\u015fe al\u0131m belgeleri ve imzalanan anla\u015fmalar<\/li>\n\n\n\n<li>Uygunluk anketleri ve risk profilleri<\/li>\n\n\n\n<li>Portf\u00f6y raporlar\u0131 ve performans analizleri<\/li>\n\n\n\n<li>\u0130li\u015fki y\u00f6neticileriyle g\u00fcvenli mesajla\u015fma<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation-integration\">Pazarlama Otomasyonu Entegrasyonu<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Pazarlama otomasyonu ak\u0131\u015flar\u0131, yeni m\u00fc\u015fterilerin ilk 30 g\u00fcn i\u00e7inde e\u011fitim i\u00e7eri\u011fi almas\u0131n\u0131 sa\u011flayacak \u015fekilde ba\u011flan\u0131r. Buna \u015funlar dahil olabilir:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Portf\u00f6yleriyle ilgili piyasa durumu g\u00fcncellemeleri<\/li>\n\n\n\n<li>Platform e\u011fitimleri ve \u00f6zellik tan\u0131t\u0131mlar\u0131<\/li>\n\n\n\n<li>Yetki alan\u0131n\u0131z\u0131n gerektirdi\u011fi d\u00fczenleyici a\u00e7\u0131klamalar<\/li>\n\n\n\n<li>Web seminerlerine veya m\u00fc\u015fteri etkinliklerine davetler<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Bu s\u0131k\u0131 entegrasyon hatalar\u0131 azalt\u0131r, ilk yat\u0131r\u0131m s\u00fcresini h\u0131zland\u0131r\u0131r ve tek seferlik bir i\u015fe al\u0131m etkinli\u011fi yerine s\u00fcrekli bir dijital yolculuk yarat\u0131r.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-2.png\" alt=\"M\u00fc\u015fteri Al\u0131m\u0131 \u0130\u00e7in InvestGlass CRM Nas\u0131l Kullan\u0131l\u0131r?\" class=\"wp-image-48974\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-2.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-2-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-2-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-successful-client-onboarding-with-investglass\">InvestGlass ile Ba\u015far\u0131l\u0131 M\u00fc\u015fteri Al\u0131m\u0131 \u0130\u00e7in En \u0130yi Uygulamalar<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Teknoloji tek ba\u015f\u0131na operasyonlar\u0131n\u0131z\u0131 d\u00f6n\u00fc\u015ft\u00fcrmez. InvestGlass'\u0131 kullan\u0131rken s\u00fcre\u00e7 tasar\u0131m\u0131 da ayn\u0131 derecede \u00f6nemlidir.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardise-templates-by-segment\">\u015eablonlar\u0131 Segmente G\u00f6re Standartla\u015ft\u0131r\u0131n<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Farkl\u0131 m\u00fc\u015fteri t\u00fcrleri i\u00e7in farkl\u0131 i\u015fe al\u0131m \u015fablonlar\u0131 olu\u015fturun:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>M\u00fc\u015fteri Segmenti<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u015eablon Oda\u011f\u0131<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>Y\u00fcksek Net De\u011ferli Bireyler<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>Kapsaml\u0131 uygunluk, servet kayna\u011f\u0131, karma\u015f\u0131k yap\u0131lar<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>Perakende M\u00fc\u015fteriler<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>Kolayla\u015ft\u0131r\u0131lm\u0131\u015f KYC, daha h\u0131zl\u0131 tamamlama, mobil cihazlar i\u00e7in optimize edilmi\u015f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KOB\u0130'ler ve \u015eirketler<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>Hissedarl\u0131k, direkt\u00f6rler, imza yetkilileri<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>Kurumsal Yat\u0131r\u0131mc\u0131lar<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>Durum tespiti anketleri, yetki belgeleri<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-monitor-dashboards-for-bottlenecks\">Darbo\u011fazlar i\u00e7in G\u00f6sterge Tablolar\u0131n\u0131 \u0130zleyin<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass g\u00f6sterge tablolar\u0131ndaki i\u015fe al\u0131m verilerini d\u00fczenli olarak inceleyin. \u0130zlenecek temel metrikler \u015funlar\u0131 i\u00e7erir:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Form g\u00f6nderimi ile KYC onay\u0131 aras\u0131ndaki ortalama s\u00fcre<\/li>\n\n\n\n<li>Form t\u00fcr\u00fcne g\u00f6re tamamlama oran\u0131<\/li>\n\n\n\n<li>En yayg\u0131n reddedilme nedenleri<\/li>\n\n\n\n<li>M\u00fc\u015fteri yolculu\u011fundaki durak noktalar\u0131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Bu i\u00e7g\u00f6r\u00fcler, s\u00fcrt\u00fc\u015fmenin nerede oldu\u011funu anlaman\u0131za ve s\u00fcre\u00e7lerinizi s\u00fcrekli olarak iyile\u015ftirmenize yard\u0131mc\u0131 olur.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-train-your-teams\">Ekiplerinizi E\u011fitin<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130li\u015fki y\u00f6neticilerinin ve uyum personelinin InvestGlass \u00f6zelliklerini tam olarak benimsemesini sa\u011flay\u0131n:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Notlar ve etkinlik kayd\u0131<\/li>\n\n\n\n<li>G\u00f6rev olu\u015fturma ve atama<\/li>\n\n\n\n<li>\u0130\u015f ak\u0131\u015f\u0131 tetikleyicileri ve onaylar\u0131<\/li>\n\n\n\n<li>Raporlama ve g\u00f6sterge tablosu kullan\u0131m\u0131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Bir ara\u00e7 ancak onu kullanan insanlar kadar g\u00fc\u00e7l\u00fcd\u00fcr.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-start-with-a-pilot\">Bir Pilot ile Ba\u015flay\u0131n<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Bir kerede t\u00fcm kurulu\u015funuza yaymak yerine, bir b\u00f6lgede veya i\u015f kolunda bir pilot uygulama ile ba\u015flay\u0131n. \u00d6n saflardaki ekipten geri bildirim toplay\u0131n. Formlar\u0131n\u0131z\u0131 ve i\u015f ak\u0131\u015flar\u0131n\u0131z\u0131 iyile\u015ftirin. Ard\u0131ndan InvestGlass'\u0131 g\u00fcvenle kurulu\u015f geneline yay\u0131n.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">SSS<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-crm-handle-multi-jurisdictional-onboarding-requirements\">InvestGlass CRM \u00e7oklu yarg\u0131 yetkisine sahip i\u015fe al\u0131m gereksinimlerini kar\u015f\u0131layabilir mi?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, kurumlar\u0131n \u0130svi\u00e7re, Avrupa Birli\u011fi, Orta Do\u011fu veya Asya gibi farkl\u0131 yetki alanlar\u0131ndaki m\u00fc\u015fteriler i\u00e7in farkl\u0131 ilk kat\u0131l\u0131m \u015fablonlar\u0131, kontrol listeleri ve i\u015f ak\u0131\u015flar\u0131 yap\u0131land\u0131rmas\u0131na olanak tan\u0131r. Alanlar ve zorunlu belgeler \u00fclkeye g\u00f6re uyarlanarak ekiplerin ayr\u0131 sistemler tutmadan yerel KYC ve vergi d\u00fczenlemelerine uymalar\u0131na yard\u0131mc\u0131 olur. Onay ak\u0131\u015flar\u0131 da yarg\u0131 b\u00f6lgesine g\u00f6re de\u011fi\u015febilir, b\u00f6ylece daha y\u00fcksek riskli veya s\u0131n\u0131r \u00f6tesi ili\u015fkiler ek inceleme ad\u0131mlar\u0131 al\u0131r. Bu esneklik, \u00e7\u00f6z\u00fcm\u00fc s\u0131n\u0131r \u00f6tesi faaliyet g\u00f6steren varl\u0131k y\u00f6neticileri ve bankalar i\u00e7in ideal hale getirir.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-implement-investglass-for-onboarding\">\u0130\u015fe al\u0131m i\u00e7in InvestGlass'\u0131 uygulamak ne kadar s\u00fcrer?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Uygulama zaman \u00e7izelgeleri karma\u015f\u0131kl\u0131\u011fa ba\u011fl\u0131d\u0131r, ancak bir\u00e7ok firma temel i\u015fe al\u0131m s\u00fcre\u00e7lerini, temel formlar\u0131 ve kullan\u0131c\u0131 rollerini birka\u00e7 hafta i\u00e7inde yap\u0131land\u0131rabilir. Temel bankac\u0131l\u0131k, portf\u00f6y ara\u00e7lar\u0131 ve kimlik sa\u011flay\u0131c\u0131lar\u0131 ile entegrasyon planlayan daha b\u00fcy\u00fck bankalar genellikle birka\u00e7 ay boyunca a\u015famal\u0131 bir proje y\u00fcr\u00fct\u00fcr. Mevcut formlar\u0131n\u0131z\u0131, KYC politikalar\u0131n\u0131z\u0131 ve veri modellerinizi \u00f6nceden haz\u0131rlamak, uygulama ve test s\u00fcresini \u00f6nemli \u00f6l\u00e7\u00fcde k\u0131salt\u0131r.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-investglass-suitable-only-for-private-banks\">InvestGlass sadece \u00f6zel bankalar i\u00e7in mi uygundur?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Bir\u00e7ok \u00f6zel banka InvestGlass'\u0131 kullan\u0131rken, platform perakende bankalar, harici varl\u0131k y\u00f6neticileri, aile ofisleri, sigortac\u0131lar, emlak \u015firketleri ve hatta kamu sekt\u00f6r\u00fc kurumlar\u0131 i\u00e7in tasarlanm\u0131\u015ft\u0131r. G\u00fcvenli dijital kat\u0131l\u0131m, yap\u0131land\u0131r\u0131lm\u0131\u015f i\u015f ak\u0131\u015flar\u0131 ve \u0130svi\u00e7re veri bar\u0131nd\u0131rmaya ihtiya\u00e7 duyan t\u00fcm d\u00fczenlenmi\u015f kurulu\u015flar bundan faydalanabilir. \u00d6rne\u011fin, bir sigorta komisyoncusu InvestGlass ile poli\u00e7e sahibi kat\u0131l\u0131m\u0131n\u0131 dijitalle\u015ftirebilir ve s\u00fcre\u00e7 boyunca sorunsuz belge toplama ve uyumluluk takibi sa\u011flayabilir.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-protect-client-data-during-onboarding\">InvestGlass i\u015fe al\u0131m s\u0131ras\u0131nda m\u00fc\u015fteri verilerini nas\u0131l koruyor?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, verileri \u0130svi\u00e7re veri merkezlerinde veya yerinde da\u011f\u0131t\u0131mlarda bar\u0131nd\u0131r\u0131r, aktar\u0131m s\u0131ras\u0131nda ve beklemede \u015fifrelemeyi zorunlu k\u0131lar. Gran\u00fcler izinler, denetim izleri ve onay g\u00fcnl\u00fckleri, kurumlar\u0131n yasal denetimler s\u0131ras\u0131nda uyumluluk g\u00f6stermelerine yard\u0131mc\u0131 olur. M\u00fc\u015fteriler formlar\u0131 g\u00fcvenli ba\u011flant\u0131lar veya portallar arac\u0131l\u0131\u011f\u0131yla doldurarak ki\u015fisel belgeleri \u015fifrelenmemi\u015f e-posta ile g\u00f6nderme ihtiyac\u0131n\u0131 azalt\u0131r. Bu yakla\u015f\u0131m, d\u00fczenlemeye tabi sekt\u00f6rlerde veri koruman\u0131n gelece\u011fini yans\u0131tmaktad\u0131r.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-integrate-with-existing-identity-verification-tools\">InvestGlass mevcut kimlik do\u011frulama ara\u00e7lar\u0131yla entegre olabilir mi?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, API arac\u0131l\u0131\u011f\u0131yla harici kimlik do\u011frulama sa\u011flay\u0131c\u0131lar\u0131na, dijital imza platformlar\u0131na ve temel bankac\u0131l\u0131k sistemlerine ba\u011flan\u0131r. Bu entegrasyon, do\u011frulama sonu\u00e7lar\u0131n\u0131n CRM'e otomatik olarak aktar\u0131lmas\u0131n\u0131 sa\u011flar ve uyumluluk ekipleri platformdan ayr\u0131lmadan bunlar\u0131 inceleyebilir. Ke\u015fif s\u0131ras\u0131nda kurumlar, teknoloji y\u0131\u011f\u0131nlar\u0131na uyan uygun bir entegrasyon plan\u0131 tasarlamak i\u00e7in mevcut tedarik\u00e7ilerini InvestGlass ile g\u00f6r\u00fc\u015fmelidir.<\/p>\n\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass, finans kurulu\u015flar\u0131n\u0131n m\u00fc\u015fteri kabul\u00fcne yakla\u015f\u0131m\u0131nda devrim yarat\u0131yor. \u0130svi\u00e7re veri egemenli\u011fini g\u00fc\u00e7l\u00fc otomasyonla birle\u015ftiren platform, d\u00fczenleyicilerin talep etti\u011fi uyumluluk standartlar\u0131n\u0131 korurken m\u00fc\u015fteri taban\u0131n\u0131z\u0131 b\u00fcy\u00fctmenize yard\u0131mc\u0131 olur. \u0130ster karma\u015f\u0131k \u00f6zel bankac\u0131l\u0131k ili\u015fkilerini y\u00f6netmek ister perakende hesap a\u00e7\u0131l\u0131\u015flar\u0131n\u0131 kolayla\u015ft\u0131rmak isteyin, InvestGlass bunu ger\u00e7ekle\u015ftirmek i\u00e7in hizmet ve altyap\u0131 sa\u011flar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass'\u0131n i\u015fe al\u0131m s\u00fcrecinizi nas\u0131l d\u00f6n\u00fc\u015ft\u00fcrebilece\u011fini ke\u015ffetmeye haz\u0131r m\u0131s\u0131n\u0131z? \u00dccretsiz denemenizi bug\u00fcn ba\u015flat\u0131n ve \u0130svi\u00e7re ve \u00f6tesindeki \u00f6nde gelen bankalar\u0131n ve varl\u0131k y\u00f6neticilerinin m\u00fc\u015fteri yolculuklar\u0131n\u0131 g\u00fc\u00e7lendirmek i\u00e7in InvestGlass'a neden g\u00fcvendiklerini ke\u015ffedin.<\/p>","protected":false},"excerpt":{"rendered":"<p>InvestGlass CRM centralises digital onboarding, KYC, and client data in a Swiss hosted environment to satisfy strict banking and wealth management regulations Users can launch onboarding in a few clicks by sending InvestGlass Forms, collecting KYC documents, and triggering automated approval workflows Compliance teams can configure KYC, AML, and risk scoring rules without code, ensuring [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48972,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,1006,380,95],"class_list":["post-48945","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-risk-management","tag-swiss-digital-sovereignty","tag-wealth-management"],"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>Mastering Client Onboarding: How to Use InvestGlass CRM Effectively<\/title>\n<meta name=\"description\" content=\"Enhance your client onboarding process with effective tips for using InvestGlass CRM. Streamline interactions and boost satisfaction. 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Etkile\u015fimleri kolayla\u015ft\u0131r\u0131n ve memnuniyeti art\u0131r\u0131n. 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