{"id":29038,"date":"2021-05-16T18:04:05","date_gmt":"2021-05-16T16:04:05","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29038"},"modified":"2025-11-06T20:02:57","modified_gmt":"2025-11-06T19:02:57","slug":"%e5%a6%82%e4%bd%95%e6%9c%89%e6%95%88%e5%ae%9e%e7%8e%b0%e5%85%a5%e8%81%8c%e6%b5%81%e7%a8%8b%e6%95%b0%e5%ad%97%e5%8c%96","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-efficiently-digitalize-your-onboarding-process\/","title":{"rendered":"\u5982\u4f55\u9ad8\u6548\u5730\u5b9e\u73b0\u5165\u804c\u6d41\u7a0b\u6570\u5b57\u5316\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u6240\u6709\u884c\u4e1a\u90fd\u5e7f\u6cdb\u4f7f\u7528 \u201c\u6570\u5b57\u5316\u5165\u804c \u201d\u8fd9\u4e00\u672f\u8bed\uff0c\u4f46\u5176\u542b\u4e49\u5404\u4e0d\u76f8\u540c\u3002\u5728\u94f6\u884c\u548c\u91d1\u878d\u670d\u52a1\u9886\u57df\uff0c\u6570\u5b57\u5316\u5165\u804c\u610f\u5473\u7740\u5728\u7ebf\u521b\u5efa\u94f6\u884c\u8d26\u6237\u6216\u7c7b\u4f3c\u8bb0\u5f55\u3002\u5c31\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u800c\u8a00\uff0c\u5176\u542b\u4e49\u63a5\u8fd1\u4e8e\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u53ca\u5176\u5165\u804c\u5de5\u5177\u7684\u4f01\u4e1a\u4e4b\u4e00\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea 2016 \u5e74\u8d77\uff0cFINMA \u542f\u7528\u4e86\u7eaf\u6570\u5b57\u5f62\u5f0f\u7684\u5ba2\u6237\u5165\u804c\u3002\u8eab\u4efd\u9a8c\u8bc1\u89e3\u51b3\u65b9\u6848\u901a\u8fc7\u673a\u5668\u5b66\u4e60\u6280\u672f\u786e\u4fdd\u4e86\u5165\u804c\u6d41\u7a0b\u7684\u5b89\u5168\u6027\u548c\u5ba2\u6237\u8eab\u4efd\u7684\u53ef\u9a8c\u8bc1\u6027\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"geodir-embed-container\"><iframe loading=\"lazy\" title=\"\u4ec0\u4e48\u662f\u6587\u4ef6\u6570\u5b57\u5316\uff1f\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/n6F4L46AfBI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e6%95%b0%e5%ad%97%e5%85%a5%e8%81%8c\/\"   title=\"\u6570\u5b57\u5316\u5165\u804c\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"116\">\u6570\u5b57\u5316\u5165\u804c<\/a> \u4ece\u4e2d\u957f\u671f\u6765\u770b\uff0c\u5b83\u5c06\u53d6\u4ee3\u7eb8\u8d28\u8868\u683c\u548c\u4f20\u7edf\u7684 KYC \u6570\u636e\u6536\u96c6\u3002\u8fd9\u79cd\u6570\u5b57\u5316\u80fd\u4e3a\u4f01\u4e1a\u548c\u516c\u53f8\u51cf\u5c11\u52b3\u52a8\u529b\u548c\u6210\u672c\uff0c\u5c24\u5176\u662f\u5728\u94f6\u884c\u4e1a\u548c\u94f6\u884c\u5f00\u6237\u5de5\u4f5c\u6d41\u7a0b\u4e2d\u3002\u5ba2\u6237\u4e00\u65e6\u52a0\u5165\uff0c\u5c31\u5f88\u5bb9\u6613\u7ba1\u7406\uff0c\u5e76\u6210\u4e3a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u754c\u9762\u7684\u7528\u6237\u3002\u6211\u4eec\u53ef\u4ee5\u901a\u8fc7\u5e73\u53f0\u5171\u4eab\u5ba2\u6237\u95e8\u6237\u3001KYC \u8865\u507f\u6216\u6587\u4ef6\u4e0a\u4f20\uff08\u8eab\u4efd\u8bc1\u3001\u5730\u5740\u8bc1\u660e\u7b49\uff09\u7b49\u8865\u5145\u5165\u804c\u5fc5\u8981\u6761\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u5458\u5de5\u53ef\u4ee5\u5b9a\u5236\u5165\u804c\u89e3\u51b3\u65b9\u6848\u5e76\u5f71\u54cd\u5165\u804c\u6d41\u7a0b\u3002\u5458\u5de5\u5165\u804c\u8fd8\u80fd\u63d0\u9ad8\u4eba\u529b\u8d44\u6e90\u56e2\u961f\u7684\u7075\u6d3b\u6027\uff0c\u5728\u62db\u8058\u65f6\u8fdb\u884c\u9ad8\u6548\u7684\u4eba\u624d\u7ba1\u7406\uff0c\u4ece\u800c\u589e\u5f3a\u516c\u53f8\u7684\u80fd\u529b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-financial-services-with-investglass\">\u6570\u5b57\u5316\u5165\u804c - InvestGlass \u63d0\u4f9b\u7684\u91d1\u878d\u670d\u52a1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u4e00\u4f53\u5316\u7684 CRM \u89e3\u51b3\u65b9\u6848\uff0c\u5305\u62ec\u5b8c\u6574\u7684\u5165\u804c\u6d41\u7a0b\u3002\u6211\u4eec\u7684\u5ba2\u6237\u53ef\u4ee5\u9009\u62e9\u5168\u6570\u5b57\u5316\u5165\u804c\u3001\u5168\u7eb8\u8d28\u5165\u804c\u6216\u4e24\u8005\u7ed3\u5408\uff1b\u5373\u4f7f\u7ee7\u7eed\u4f7f\u7528\u7eb8\u8d28\u5165\u804c\u4e5f\u4f1a\u589e\u52a0\u4eba\u5de5\u5de5\u4f5c\u91cf\u3002\u6570\u5b57\u5316\u5165\u804c\u53ef\u5206\u4e3a\u4e09\u4e2a\u4e3b\u8981\u9636\u6bb5\u3002\u9996\u5148\uff0c\u5ba2\u6237\u9700\u8981\u586b\u5199\u4e00\u4efd\u6216\u591a\u4efd\u8868\u683c\uff0c\u5c06\u5176\u4fe1\u606f\u6b63\u786e\u8f93\u5165\u673a\u5668\u3002\u5176\u6b21\uff0c\u542f\u52a8\u5ba1\u6279\u6d41\u7a0b\u548c\u8eab\u4efd\u9a8c\u8bc1\u3002\u6700\u540e\uff0c\u53ef\u80fd\u9700\u8981\u5728\u7a0d\u540e\u9636\u6bb5\u5bf9 KYC \u8fdb\u884c\u8865\u6551\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u6536\u96c6\u9080\u8bf7\u53ef\u80fd\u6709\u51e0\u79cd\u5f62\u5f0f\uff0c\u5177\u4f53\u53d6\u51b3\u4e8e\u6240\u5e0c\u671b\u7684\u7528\u6237\u4f53\u9a8c\u3002. <a href=\"https:\/\/www.investglass.com\/zh\/%e5%88%9b%e5%bb%ba%e6%95%b0%e5%ad%97%e9%93%b6%e8%a1%8c%e5%89%8d%e5%ba%94%e4%ba%86%e8%a7%a3%e7%9a%84%e4%ba%8b%e9%a1%b9\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"447\">\u94f6\u884c\u9700\u8981\u6570\u5b57\u5316<\/a> \u8fd9\u4e9b\u8868\u5355\u53ef\u4ee5\u53d1\u9001\u7ed9\u7279\u5b9a\u7684\u6f5c\u5728\u5ba2\u6237\u3002\u60a8\u53ef\u4ee5\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u53d1\u9001\u8fd9\u4e9b\u8868\u683c\uff0c\u4e5f\u53ef\u4ee5\u5728\u7f51\u7ad9\u4e0a\u5d4c\u5165\u7b80\u5355\u7684\u7b7e\u7f72\u8868\u683c\u3002\u6839\u636e\u4f01\u4e1a\u7684\u9690\u79c1\u653f\u7b56\uff0c\u6f5c\u5728\u5ba2\u6237\u53ef\u80fd\u5df2\u7ecf\u83b7\u5f97\u4e86\u5ba2\u6237\u95e8\u6237\uff0c\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u53ef\u4ee5\u76f4\u63a5\u901a\u8fc7\u95e8\u6237\u5171\u4eab\u8868\u5355\u3002\u6f5c\u5728\u5ba2\u6237\u53ea\u9700\u901a\u8fc7\u8868\u683c\u586b\u5199\u5fc5\u8981\u7684\u4fe1\u606f\u548c\u6587\u4ef6\uff0c\u5de5\u4f5c\u5b8c\u6210\u540e\u60a8\u5c31\u4f1a\u6536\u5230\u901a\u77e5\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"705\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1024x705.png\" alt=\"\" class=\"wp-image-32243\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1024x705.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-300x207.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-768x529.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1536x1058.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u6d3b\u52a8\u5de5\u5177\u4e13\u4e3a KYC \u8865\u507f\u548c\u6570\u5b57\u5165\u804c\u800c\u8bbe\u8ba1<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u5316\u5165\u804c\u65e8\u5728\u901a\u8fc7\u51b3\u5b9a\u662f\u5426\u63a5\u53d7\u6216\u62d2\u7edd\u6f5c\u5728\u5ba2\u6237\u6765\u7b80\u5316\u5ba2\u6237\u548c\u6d88\u8d39\u8005\u7684\u91c7\u7528\u8fc7\u7a0b\u3002\u4f01\u4e1a\u8fd8\u5e0c\u671b\u9a8c\u8bc1\u6f5c\u5728\u5ba2\u6237\u7684\u8eab\u4efd\uff0c\u5e76\u5728\u53cd\u6d17\u94b1\u548c\u8b66\u544a\u540d\u5355\u4e2d\u68c0\u67e5\u4ed6\u4eec\u7684\u59d3\u540d\u3002\u4e3a\u4e86\u9a8c\u8bc1\u586b\u5199\u8868\u683c\u7684\u4e2a\u4eba\u548c\u4eba\u5458\uff0c\u60a8\u53ef\u4ee5\u4f7f\u7528\u5404\u79cd\u5408\u4f5c\u4f19\u4f34\uff0c\u4ece\u53cd\u6d17\u94b1\u68c0\u67e5\u5230\u9762\u90e8\u8bc6\u522b\u8eab\u4efd\u9a8c\u8bc1\u3002\u53ef\u4ee5\u6839\u636e\u9700\u8981\u81ea\u52a8\u6216\u624b\u52a8\u8fdb\u884c\u8fd9\u4e9b\u68c0\u67e5\u3002\u4e00\u65e6\u6f5c\u5728\u5ba2\u6237\u88ab\u5f52\u5165\u67d0\u4e2a\u7c7b\u522b\uff0c\u4f8b\u5982\u4f4e\u98ce\u9669\u3001\u4e2d\u5ea6\u98ce\u9669\u6216 PEP \u4e2a\u4eba\uff0c\u60a8\u5c31\u53ef\u4ee5\u542f\u52a8\uff08\u81ea\u52a8\u6216\u4e0d\u81ea\u52a8\uff09\u4e00\u4e2a <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e9%94%80%e5%94%ae%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\" title=\"\u5ba1\u6279\u7a0b\u5e8f\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"734\">\u5ba1\u6279\u7a0b\u5e8f<\/a>. .\u5ba1\u6279\u6d41\u7a0b\u5141\u8bb8\u6839\u636e\u6f5c\u5728\u5ba2\u6237\u7684\u56de\u7b54\u3001\u98ce\u9669\u7a0b\u5ea6\u7b49\u51b3\u5b9a\u63a5\u53d7\u6216\u62d2\u7edd\u4ed6\u4eec\u3002\u6e38\u620f\u89c4\u5219\u7531\u60a8\u5236\u5b9a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65e6\u6f5c\u5728\u5ba2\u6237\u88ab\u63a5\u53d7\uff0c\u60a8\u5c31\u53ef\u4ee5\u521b\u5efa\u5ba2\u6237\u95e8\u6237\u8bbf\u95ee\u3001\u542f\u52a8\u901a\u4fe1\u3001\u5171\u4eab\u6587\u6863\u3001\u521b\u5efa\u6295\u8d44\u5efa\u8bae\uff0c\u5e76\u4f7f\u7528\u8be5\u89e3\u51b3\u65b9\u6848\u7684\u6240\u6709\u529f\u80fd\u548c\u4ea7\u54c1\u6765\u521b\u5efa\u7a33\u56fa\u800c\u6301\u4e45\u7684\u5173\u7cfb\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u60a8\u53ef\u4ee5\u521b\u5efa\u8425\u9500 <a href=\"https:\/\/www.investglass.com\/zh\/%e6%9c%ba%e5%99%a8%e4%ba%ba%e6%b5%81%e7%a8%8b%e8%87%aa%e5%8a%a8%e5%8c%96-rpa-%e5%a6%82%e4%bd%95%e6%94%b9%e5%8f%98%e6%82%a8%e7%9a%84%e4%b8%9a%e5%8a%a1\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"271\">\u81ea\u52a8\u5316\u5e76\u8f7b\u677e\u5f00\u53d1 KYC \u4fee\u590d\u6d41\u7a0b<\/a>. .\u4f8b\u5982\uff0c\u60a8\u53ef\u80fd\u5e0c\u671b\u5728\u7528\u6237\u66f4\u6539\u5730\u5740\u3001\u56fd\u7c4d\u6216\u5a5a\u59fb\u72b6\u51b5\u65f6\u8bbe\u7f6e KYC \u4fee\u590d\u68c0\u67e5\u3002KYC \u4fee\u590d\u662f\u6307\u68c0\u67e5\u5ba2\u6237\u4fe1\u606f\u3002\u901a\u5e38\u662f\u53ca\u65f6\u6216\u5728\u7279\u6b8a\u4e8b\u4ef6\u4e2d\u8fdb\u884c\u3002\u901a\u8fc7 InvestGlass\uff0c\u60a8\u53ef\u4ee5\u5728\u4efb\u4f55\u8bbe\u5907\u4e0a\u901a\u77e5\u8865\u6551\uff0c\u5e76\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u6216\u5ba2\u6237\u95e8\u6237\u5171\u4eab\u8865\u6551\u8868\u683c\u3002\u663e\u7136\uff0c\u7535\u8bdd\u6216\u9762\u8c08\u7b49\u4f20\u7edf\u65b9\u5f0f\u4ecd\u7136\u53ef\u884c\uff0c\u4f46\u6211\u4eec\u5e0c\u671b\u8f6c\u5411\u6570\u5b57\u5316\uff01<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-1024x683.jpg\" alt=\"\u624b\u6301\u68d5\u8272\u76ae\u5305\u884c\u8d70\u7684\u4eba\" class=\"wp-image-29040\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-do-not-forget-the-client-is-human\">\u4e0d\u8981\u5fd8\u8bb0\u5ba2\u6237\u4e5f\u662f\u4eba\uff01<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ba9\u6211\u4eec\u4e00\u8d77\u5173\u6ce8\u6f5c\u5728\u5ba2\u6237\u5165\u804c\u65f6\u7684\u6280\u5de7\u548c\u7a8d\u95e8\u3002\u65e0\u8bba\u60a8\u662f <a href=\"https:\/\/www.investglass.com\/zh\/%e9%93%b6%e8%a1%8c%e4%b8%9a%e9%87%87%e7%94%a8%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e7%9a%84%e4%b8%bb%e8%a6%81%e6%8c%91%e6%88%98%e5%8f%8a%e5%85%8b%e6%9c%8d%e6%96%b9%e6%b3%95\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2273\">\u6311\u6218\u8005\u94f6\u884c<\/a> \u6216\u5df2\u5efa\u7acb\u7684\u516c\u53f8\uff0c\u5b83\u4eec\u53ef\u80fd\u4f1a\u5f15\u8d77\u4f60\u7684\u5174\u8da3\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ec4\u7ec7\u5c31\u662f\u4e00\u5207\u3002\u5728\u8bbe\u7f6e\u8868\u683c\u548c\u5165\u804c\u6d41\u7a0b\u65f6\uff0c\u786e\u4fdd\u5de5\u4f5c\u6d41\u7a0b\u548c\u6bcf\u4e2a\u6b65\u9aa4\u90fd\u6e05\u6670\u5b8c\u6574\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fdd\u6301\u7b80\u5355\u5feb\u6377\u3002\u8981\u6c42\u6f5c\u5728\u5ba2\u6237\u586b\u5199\u8868\u683c\u7684\u65f6\u95f4\u4e0d\u5e94\u8d85\u8fc7 10 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\u7684\u5ba2\u6237\u56e0\u590d\u6742\u6027\u3001\u65f6\u95f4\u957f\u7b49\u591a\u79cd\u539f\u56e0\u653e\u5f03\u4e86\u6570\u5b57\u5316\u5165\u804c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/zh\/%e5%85%8d%e8%b4%b9%e5%bc%80%e5%a7%8b\/\">\u8ba9\u6211\u4eec\u4ece InvestGlass \u514d\u8d39\u8bd5\u7528\u7248\u5f00\u59cb\u5427<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>All sectors widely use the term &#8220;Digital onboarding&#8221;; however, its meaning varies. In banking and financial services, digital onboarding means the creation of banking accounts or similar records online. Focusing on CRM, the meaning is close to one of the businesses using the CRM system and its onboarding tools. Since 2016, FINMA has enabled customer [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29040,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45],"class_list":["post-29038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Efficiently Digitalize your Onboarding Process? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn how to digitalize your onboarding process to reduce manual work, improve compliance, and deliver a seamless client experience.\" \/>\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\/zh\/\u5982\u4f55\u6709\u6548\u5b9e\u73b0\u5165\u804c\u6d41\u7a0b\u6570\u5b57\u5316\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Efficiently Digitalize your Onboarding Process?\" \/>\n<meta property=\"og:description\" content=\"All sectors widely use the term &quot;Digital onboarding&quot;; however, its meaning varies. In banking and financial services, digital onboarding means the\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u6709\u6548\u5b9e\u73b0\u5165\u804c\u6d41\u7a0b\u6570\u5b57\u5316\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-16T16:04:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-06T19:02:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 \u5206\" \/>\n<meta property=\"og:video\" content=\"https:\/\/www.youtube.com\/embed\/n6F4L46AfBI\" \/>\n<meta property=\"og:video:type\" content=\"text\/html\" \/>\n<meta property=\"og:video:duration\" content=\"2125\" \/>\n<meta property=\"og:video:width\" content=\"480\" \/>\n<meta property=\"og:video:height\" content=\"270\" \/>\n<meta property=\"ya:ovs:adult\" content=\"false\" \/>\n<meta property=\"ya:ovs:upload_date\" content=\"2021-05-16T16:04:05+00:00\" \/>\n<meta property=\"ya:ovs:allow_embed\" content=\"true\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u5982\u4f55\u9ad8\u6548\u5b9e\u73b0\u5165\u804c\u6d41\u7a0b\u6570\u5b57\u5316\uff1f| InvestGlass","description":"\u4e86\u89e3\u5982\u4f55\u5c06\u5165\u804c\u6d41\u7a0b\u6570\u5b57\u5316\uff0c\u4ee5\u51cf\u5c11\u4eba\u5de5\u64cd\u4f5c\u3001\u63d0\u9ad8\u5408\u89c4\u6027\u5e76\u63d0\u4f9b\u65e0\u7f1d\u7684\u5ba2\u6237\u4f53\u9a8c\u3002.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u6709\u6548\u5b9e\u73b0\u5165\u804c\u6d41\u7a0b\u6570\u5b57\u5316\/","og_locale":"zh_CN","og_type":"article","og_title":"How to Efficiently Digitalize your Onboarding Process?","og_description":"All sectors widely use the term \"Digital onboarding\"; however, its meaning varies. 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