{"id":29097,"date":"2021-05-16T21:08:03","date_gmt":"2021-05-16T19:08:03","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29097"},"modified":"2025-10-06T18:46:48","modified_gmt":"2025-10-06T16:46:48","slug":"%e6%8b%af%e6%95%91%e4%b8%96%e7%95%8c-%e5%90%91%e7%ba%b8%e8%b4%a8%e5%85%a5%e8%81%8c%e7%94%b3%e8%af%b7%e8%af%b4%e4%b8%8d","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/save-the-world-say-no-to-paper-onboarding\/","title":{"rendered":"\u62ef\u6551\u4e16\u754c\uff0c\u62d2\u7edd\u7eb8\u8d28\u5165\u804c\uff01"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5728\u94f6\u884c\u4e1a\uff0c\u6570\u5b57\u5316\u5165\u804c\u6d41\u7a0b\u6b63\u9010\u6e10\u53d6\u4ee3\u4f20\u7edf\u7684\u7eb8\u8d28\u6d41\u7a0b\uff0c\u4ece\u800c\u663e\u8457\u964d\u4f4e\u6210\u672c\u5e76\u63d0\u9ad8\u6548\u7387\u3002\u5b9e\u65bd\u6570\u5b57\u5316\u5165\u804c\u53ef\u4ee5\u964d\u4f4e\u5ba2\u6237\u83b7\u53d6\u6210\u672c\uff0c\u4ece&nbsp;<strong>$280 \u81f3 $120<\/strong>, \u5e76\u5728\u968f\u540e\u7684\u5e74\u4efd\u4e2d&nbsp;<strong>$19<\/strong>&nbsp;\u5bf9\u4e8e\u96f6\u552e\u94f6\u884c\u4e1a\u52a1\uff0c\u6210\u672c\u53ef\u4ece&nbsp;<strong>$4,000 \u81f3 $1,200<\/strong>.  \u6b64\u5916\uff0c\u94f6\u884c\u7ecf\u5386\u4e86&nbsp;<strong>20% \u83b7\u53d6\u5ba2\u6237\u6570\u91cf\u589e\u52a0<\/strong>&nbsp;\u548c\u4e00\u4e2a&nbsp;<a href=\"https:\/\/www.bankingly.com\/news\/the-future-of-digital-onboarding-personalization-and-compliance\/\"><strong>\u51cf\u5c11\u8fde\u5e26\u8d39\u7528 15%<\/strong>&nbsp;<\/a>\u5728\u91c7\u7528\u5b8c\u5168\u6570\u5b57\u5316\u7684\u5165\u804c\u6d41\u7a0b\u4e4b\u540e\u3002<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e00\u8f6c\u53d8\u4e0d\u4ec5\u63d0\u9ad8\u4e86\u8fd0\u8425\u6548\u7387\uff0c\u8fd8\u901a\u8fc7\u66f4\u5feb\u3001\u66f4\u65b9\u4fbf\u5730\u83b7\u53d6\u94f6\u884c\u670d\u52a1\u63d0\u9ad8\u4e86\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002\u4e00\u65e6\u5ba2\u6237\u4ee5\u6570\u5b57\u65b9\u5f0f\u5165\u804c\uff0c\u4ed6\u4eec\u5c31\u53ef\u4ee5\u65e0\u7f1d\u8fc7\u6e21\u6210\u4e3a\u94f6\u884c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u7cfb\u7edf\u7684\u7528\u6237\u3002\u901a\u8fc7\u8fd9\u79cd\u96c6\u6210\uff0c\u53ef\u4ee5\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u5ba2\u6237\u95e8\u6237\uff0c\u4fc3\u8fdb KYC \u8865\u507f\uff0c\u5e76\u652f\u6301\u989d\u5916\u7684\u5165\u804c\u8981\u6c42\uff0c\u5982\u4e0a\u4f20\u8eab\u4efd\u8bc1\u4ef6\u548c\u5730\u5740\u8bc1\u660e\u3002.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91c7\u7528\u6570\u5b57\u5316\u5165\u804c\u4e0d\u4ec5\u80fd\u4f7f\u94f6\u884c\u4f53\u9a8c\u73b0\u4ee3\u5316\uff0c\u8fd8\u80fd\u4f7f\u673a\u6784\u66f4\u597d\u5730\u6ee1\u8db3\u4e0d\u65ad\u53d8\u5316\u7684\u5ba2\u6237\u671f\u671b\u548c\u76d1\u7ba1\u8981\u6c42\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\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<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=\"FinovateEurope 2022 \/ InvestGlass\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/H4cCGzRIEo4?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<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-financial-services-with-investglass\"><strong>\u5229\u7528 InvestGlass \u63d0\u4f9b\u6570\u5b57\u5316\u5165\u804c\u91d1\u878d\u670d\u52a1<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u4e00\u4f53\u5316\u7684 CRM \u89e3\u51b3\u65b9\u6848\uff0c\u5305\u542b\u5b8c\u6574\u7684\u5165\u804c\u6d41\u7a0b\u3002\u6211\u4eec\u7684\u5ba2\u6237\u53ef\u4ee5\u9009\u62e9\u5168\u5957 <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\u5165\u804c\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"118\">\u6570\u5b57\u5165\u804c<\/a>, \u5373\u4f7f\u7ee7\u7eed\u4f7f\u7528\u7eb8\u8d28\u5165\u804c\u65b9\u5f0f\u4f1a\u589e\u52a0\u4eba\u5de5\u5de5\u4f5c\u91cf\uff0c\u4e5f\u53ef\u4ee5\u91c7\u7528\u6570\u5b57\u5165\u804c\u3001\u5168\u7eb8\u8d28\u5165\u804c\u6216\u4e24\u8005\u7ed3\u5408\u7684\u65b9\u5f0f\u3002\u6211\u4eec\u53ef\u4ee5\u5c06\u6570\u5b57\u5165\u804c\u5206\u4e3a\u4e09\u4e2a\u4e3b\u8981\u9636\u6bb5\u3002\u9996\u5148\uff0c\u5ba2\u6237\u5fc5\u987b\u586b\u5199\u4e00\u4efd\u6216\u591a\u4efd\u8868\u683c\uff0c\u5c06\u5176\u4fe1\u606f\u6b63\u786e\u8f93\u5165\u7cfb\u7edf\u3002\u5176\u6b21\uff0c\u6211\u4eec\u542f\u52a8\u5ba1\u6279\u6d41\u7a0b\u5e76\u8fdb\u884c\u8eab\u4efd\u9a8c\u8bc1\u3002\u6700\u540e\uff0c\u6211\u4eec\u53ef\u80fd\u9700\u8981\u5728\u7a0d\u540e\u9636\u6bb5\u5bf9 KYC \u8fdb\u884c\u8865\u6551\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-information-gathering\">\u4fe1\u606f\u6536\u96c6<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u53ef\u4ee5\u6839\u636e\u6240\u9700\u7684\u7528\u6237\u4f53\u9a8c\uff0c\u4ee5\u4e0d\u540c\u7684\u65b9\u5f0f\u53d1\u51fa\u6536\u96c6\u6570\u636e\u7684\u9080\u8bf7\u3002. <a href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e5%88%9b%e5%bb%ba%e6%95%b0%e5%ad%97%e9%93%b6%e8%a1%8c%e5%b9%b3%e5%8f%b0-2\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1023\">\u94f6\u884c\u5fc5\u987b\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\u5171\u4eab\u8fd9\u4e9b\u8868\u5355\uff0c\u4e5f\u53ef\u4ee5\u5728\u7f51\u7ad9\u4e0a\u5d4c\u5165\u7b80\u5355\u7684\u7b7e\u7f72\u8868\u5355\u3002\u5982\u679c\u6f5c\u5728\u5ba2\u6237\u5df2\u7ecf\u83b7\u5f97\u4e86\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\uff0c\u6839\u636e\u7ec4\u7ec7\u7684\u9690\u79c1\u653f\u7b56\uff0c\u53ef\u4ee5\u76f4\u63a5\u901a\u8fc7\u95e8\u6237\u7f51\u7ad9\u5171\u4eab\u8868\u5355\u3002\u6f5c\u5728\u5ba2\u6237\u901a\u8fc7\u8868\u5355\u586b\u5199\u6240\u9700\u7684\u4fe1\u606f\u548c\u6587\u4ef6\uff0c\u5f53\u4ed6\u4eec\u5b8c\u6210\u6d41\u7a0b\u540e\uff0c\u60a8\u4f1a\u6536\u5230\u901a\u77e5\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-approval-and-verification\">\u6279\u51c6\u4e0e\u6838\u67e5<\/h3>\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\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 InvestGlass \u5408\u4f5c\u4f19\u4f34\u63d0\u4f9b\u7684\u4ece\u53cd\u6d17\u94b1\u68c0\u67e5\u5230\u9762\u90e8\u8bc6\u522b\u8eab\u4efd\u9a8c\u8bc1\u7684\u5404\u79cd\u670d\u52a1\u3002\u8fd9\u4e9b\u68c0\u67e5\u53ef\u6839\u636e\u60a8\u7684\u9700\u8981\u81ea\u52a8\u6216\u624b\u52a8\u8fdb\u884c\u3002\u4e00\u65e6\u6f5c\u5728\u5ba2\u6237\u88ab\u5206\u7c7b\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\u975e\u81ea\u52a8\uff09\u53cd\u6d17\u94b1\u68c0\u67e5\u3002 <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=\"735\">\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<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-1024x576.png\" alt=\"\u6700\u4f73\u5ba1\u6279\u6d41\u7a0b\u6392\u5e8f\u5de5\u5177\" class=\"wp-image-48092\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-1536x863.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/Best-Approval-Process-sequencing-tool-scaled.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u6700\u4f73\u5ba1\u6279\u6d41\u7a0b\u6392\u5e8f\u5de5\u5177<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-know-your-customer-kyc-remediation\">\u4e86\u89e3\u4f60\u7684\u5ba2\u6237--\u201cKYC \u201d\u8865\u6551\u63aa\u65bd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u63a5\u53d7\u6f5c\u5728\u5ba2\u6237\u540e\uff0c\u60a8\u53ef\u4ee5\u521b\u5efa\u5ba2\u6237\u95e8\u6237\u8bbf\u95ee\u6743\u9650\u3001\u542f\u52a8\u901a\u4fe1\u3001\u5171\u4eab\u6587\u4ef6\u3001\u751f\u6210\u6295\u8d44\u5efa\u8bae\u4e66\uff0c\u5e76\u5229\u7528\u89e3\u51b3\u65b9\u6848\u7684\u6240\u6709\u529f\u80fd\u548c\u4ea7\u54c1\u5efa\u7acb\u7a33\u56fa\u6301\u4e45\u7684\u5173\u7cfb\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u60a8\u53ef\u4ee5\u521b\u5efa <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%90%a5%e9%94%80%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\" title=\"\u5e02\u573a\u8425\u9500\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"631\">\u5e02\u573a\u8425\u9500<\/a> \u81ea\u52a8\u5316\uff0c\u8f7b\u677e\u5f00\u53d1 KYC \u4fee\u590d\u6d41\u7a0b\u3002\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\u4f1a\u53ca\u65f6\u6216\u5728\u7279\u6b8a\u60c5\u51b5\u4e0b\u8fdb\u884c\u3002\u901a\u8fc7 InvestGlass\uff0c\u53ef\u5728\u4efb\u4f55\u8bbe\u5907\u4e0a\u53d1\u51fa\u8865\u6551\u901a\u77e5\uff0c\u5e76\u53ef\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\u5c06\u5176\u6570\u5b57\u5316<\/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=\"InvestGlass - WEBINAR \u5982\u4f55\u5efa\u7acb\u53ef\u6269\u5c55\u7684\u9500\u552e\u4e0e\u5408\u89c4\u6d41\u7a0b\uff1f\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/PnAaZ5lyJx4?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<h2 class=\"wp-block-heading\" id=\"h-do-not-forget-the-client-is-human\"><strong>\u4e0d\u8981\u5fd8\u8bb0\u5ba2\u6237\u4e5f\u662f\u4eba\uff01<\/strong><\/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=\"2272\">\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<ol class=\"wp-block-list\">\n<li><strong>\u7ec4\u7ec7\u5c31\u662f\u4e00\u5207<\/strong>. .\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.<\/li>\n\n\n\n<li><strong>\u4fdd\u6301\u7b80\u5355\u5feb\u6377<\/strong>. .\u8981\u6c42\u6f5c\u5728\u5ba2\u6237\u586b\u5199\u8868\u683c\u7684\u65f6\u95f4\u4e0d\u5e94\u8d85\u8fc7 10 \u5206\u949f\u3002.<\/li>\n\n\n\n<li><strong>\u4f20\u64ad\u5165\u804c<\/strong>. .\u4e3a\u4e86\u4fdd\u6301\u6f5c\u5728\u5ba2\u6237\u7684\u53c2\u4e0e\u5ea6\uff0c\u8bf7\u5c06\u60a8\u7684\u6d41\u7a0b\u5206\u4e3a\u51e0\u4e2a\u6b65\u9aa4\u6216\u9636\u6bb5\u3002.<\/li>\n\n\n\n<li><strong>\u8bbe\u5b9a\u660e\u786e\u7684\u671f\u671b\u548c\u76ee\u6807<\/strong>. .\u8fd9\u5c06\u5e2e\u52a9\u60a8\u8bc4\u4f30\u6307\u6807\u548c\u5165\u804c\u8d28\u91cf\u3002\u4ece\u800c\u5e2e\u52a9\u60a8\u6700\u5927\u9650\u5ea6\u5730\u83b7\u53d6\u5ba2\u6237\u3002.<\/li>\n\n\n\n<li><strong>\u5b9a\u671f\u83b7\u53d6\u53cd\u9988<\/strong>. .\u542c\u53d6\u6f5c\u5728\u5ba2\u6237\u548c\u5ba2\u6237\u7684\u53cd\u9988\u610f\u89c1\uff0c\u4ee5\u6539\u8fdb\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-save-the-world-amp-say-no-to-paper-onboarding-nbsp\">\u62ef\u6551\u4e16\u754c\uff0c\u62d2\u7edd\u7eb8\u8d28\u5165\u804c\uff01&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91c7\u7528\u6570\u5b57\u5f0f\u5165\u804c\uff0c\u60a8\u7684\u5ba2\u6237\u4fdd\u7559\u7387\u6709\u671b\u63d0\u9ad8 80%\uff01\u7136\u800c\uff0c\u8bf7\u5bc6\u5207\u5173\u6ce8\u60a8\u7684\u6d41\u7a0b\uff0c\u56e0\u4e3a\u53bb\u5e74\u6709 60% \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\u56e0\u6b64\uff0c\u8ba9\u6211\u4eec\u505a\u597d\u51c6\u5907\uff0c\u5982\u679c\u60a8\u662f\u4e00\u4e2a <a href=\"https:\/\/www.investglass.com\/zh\/2025-%e5%b9%b4%e6%95%b0%e5%ad%97%e9%93%b6%e8%a1%8c%e7%9a%84-7-%e5%a4%a7%e4%bc%98%e5%8a%bf\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u6570\u5b57\u94f6\u884c<\/a>, \u73b0\u5728\u8f6e\u5230\u4f60\u505c\u6b62\u4f7f\u7528\u7eb8\u5f20\u4e86\uff01<\/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\/\">\u5f00\u59cb\u514d\u8d39\u8bd5\u7528 InvestGlass \u6570\u5b57\u5165\u804c\u7cfb\u7edf<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">InvestGlass \u7684\u6570\u5b57\u5316\u5165\u804c - \u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1.\u4ec0\u4e48\u662f\u94f6\u884c\u4e1a\u7684\u6570\u5b57\u5316\u5165\u804c\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5728\u7ebf\u8868\u683c\u3001\u8eab\u4efd\u8bc1\u68c0\u67e5\u548c\u5ba1\u6279\uff0c\u6570\u5b57\u5165\u804c\u53d6\u4ee3\u4e86\u4f20\u7edf\u7684\u7eb8\u8d28\u6d41\u7a0b\u3002\u6709\u4e86 InvestGlass\uff0c\u94f6\u884c\u53ef\u4ee5\u7b80\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\uff0c\u540c\u65f6\u964d\u4f4e\u6210\u672c\uff0c\u63d0\u9ad8\u6548\u7387\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2.\u6570\u5b57\u5316\u5165\u804c\u53ef\u4e3a\u94f6\u884c\u8282\u7701\u591a\u5c11\u6210\u672c\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u96f6\u552e\u94f6\u884c\u53ef\u5c06\u5ba2\u6237\u83b7\u53d6\u6210\u672c\u4ece $280 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class=\"wp-block-paragraph\">\u8be5\u8fc7\u7a0b\u5305\u62ec\u4e09\u4e2a\u6b65\u9aa4\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u901a\u8fc7\u8868\u683c\u6536\u96c6\u4fe1\u606f\u3002.<\/li>\n\n\n\n<li>\u5ba1\u6279\u548c\u8eab\u4efd\u9a8c\u8bc1\u3002.<\/li>\n\n\n\n<li>\u6301\u7eed\u7684 KYC \u4fee\u6b63\u3002.<br>\u8fd9\u5c06\u521b\u5efa\u4e00\u4e2a\u5b8c\u6574\u3001\u5408\u89c4\u548c\u7528\u6237\u53cb\u597d\u7684\u65c5\u7a0b\u3002.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">5.InvestGlass \u5982\u4f55\u5904\u7406\u8eab\u4efd\u9a8c\u8bc1\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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class=\"wp-block-heading\">7.\u6570\u5b57\u5165\u804c\u53ef\u4ee5\u5b9a\u5236\u5417\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ef\u4ee5\u3002\u5458\u5de5\u53ef\u4f7f\u7528 InvestGlass CRM \u8bbe\u8ba1\u91cf\u8eab\u5b9a\u5236\u7684\u5165\u804c\u5de5\u4f5c\u6d41\u7a0b\uff0c\u8c03\u6574\u8868\u5355\u3001\u5ba1\u6279\u89c4\u5219\u548c\u6c9f\u901a\u65b9\u5f0f\uff0c\u4ee5\u6ee1\u8db3\u7ec4\u7ec7\u9700\u6c42\u548c\u5ba2\u6237\u671f\u671b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">8.\u6709\u6548\u5165\u804c\u7684\u6700\u4f73\u505a\u6cd5\u662f\u4ec0\u4e48\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5efa\u8bae\u7b80\u77ed\u586b\u5199\u8868\u683c\uff0c\u5c06\u5165\u804c\u57f9\u8bad\u5206\u4e3a\u660e\u786e\u7684\u6b65\u9aa4\uff0c\u8bbe\u5b9a\u53ef\u8861\u91cf\u7684\u76ee\u6807\uff0c\u5e76\u6536\u96c6\u53cd\u9988\u610f\u89c1\u3002\u8fd9\u4e9b\u505a\u6cd5\u53ef\u964d\u4f4e\u653e\u5f03\u7387\uff0c\u63d0\u9ad8\u5ba2\u6237\u83b7\u53d6\u7387\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">9.\u94f6\u884c\u4e3a\u4ec0\u4e48\u8981\u6452\u5f03\u7eb8\u8d28\u5165\u804c\u624b\u7eed\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7eb8\u8d28\u5165\u804c\u529e\u7406\u901f\u5ea6\u6162\u3001\u6210\u672c\u9ad8\u4e14\u5bb9\u6613\u51fa\u9519\u3002InvestGlass \u7684\u6570\u5b57\u5316\u5165\u804c\u51cf\u5c11\u4e86\u4eba\u5de5\u5de5\u4f5c\u91cf\uff0c\u964d\u4f4e\u4e86\u8fd0\u8425\u6210\u672c\uff0c\u5e76\u5c06\u4fdd\u7559\u7387\u63d0\u9ad8\u4e86 80%\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">10.\u6211\u6240\u5728\u7684\u673a\u6784\u5982\u4f55\u5f00\u59cb\u4f7f\u7528 InvestGlass \u6570\u5b57\u5165\u804c\u670d\u52a1\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u60a8\u53ef\u4ee5\u76f4\u63a5\u5728 InvestGlass CRM \u4e2d\u6fc0\u6d3b\u6570\u5b57\u5165\u804c\u3002\u60a8\u53ef\u4ee5\u9009\u62e9\u5b8c\u5168\u6570\u5b57\u5316\u3001\u7eb8\u8d28\u6216\u6df7\u5408\u5de5\u4f5c\u6d41\u7a0b\uff0c\u73b0\u5728\u5c31\u5f00\u59cb\u514d\u8d39\u8bd5\u7528 InvestGlass\uff0c\u4f7f\u60a8\u7684\u5165\u804c\u6d41\u7a0b\u73b0\u4ee3\u5316\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>\u200bDigital onboarding is increasingly replacing traditional paper-based processes in the banking industry, leading to significant cost reductions and enhanced efficiency.&nbsp;Implementing digital onboarding can reduce customer acquisition costs from&nbsp;$280 to $120, and in subsequent years, to&nbsp;$19&nbsp;for retail banking; for corporate banking, costs can decrease from&nbsp;$4,000 to $1,200.&nbsp;&nbsp;Additionally, banks have experienced a&nbsp;20% increase in customer acquisitions&nbsp;and a&nbsp;15% [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29099,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45],"class_list":["post-29097","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 v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Eliminate Paper from Your Business for Efficiency | InvestGlass<\/title>\n<meta name=\"description\" content=\"Transform your business by eliminating paper from your processes. Digital onboarding can significantly cut costs and enhance 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\/zh\/\u62ef\u6551\u4e16\u754c-\u5411\u7eb8\u8d28\u5165\u804c\u7533\u8bf7\u8bf4\u4e0d\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Save the World &amp; Say No to Paper Onboarding!\" \/>\n<meta property=\"og:description\" content=\"\u200bDigital onboarding is increasingly replacing traditional paper-based processes in the banking industry, leading to significant cost reductions and\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u62ef\u6551\u4e16\u754c-\u5411\u7eb8\u8d28\u5165\u804c\u7533\u8bf7\u8bf4\u4e0d\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-16T19:08:03+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-06T16:46:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/3ym6i13y9lu.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1094\" \/>\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=\"6 \u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u4ece\u60a8\u7684\u4e1a\u52a1\u4e2d\u6d88\u9664\u7eb8\u5f20\u4ee5\u63d0\u9ad8\u6548\u7387 | InvestGlass","description":"\u6d88\u9664\u6d41\u7a0b\u4e2d\u7684\u7eb8\u5f20\u6d6a\u8d39\uff0c\u5b9e\u73b0\u4e1a\u52a1\u8f6c\u578b\u3002\u6570\u5b57\u5316\u5165\u804c\u53ef\u4ee5\u5927\u5927\u964d\u4f4e\u6210\u672c\uff0c\u63d0\u9ad8\u6548\u7387\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\/\u62ef\u6551\u4e16\u754c-\u5411\u7eb8\u8d28\u5165\u804c\u7533\u8bf7\u8bf4\u4e0d\/","og_locale":"zh_CN","og_type":"article","og_title":"Save the World & Say No to Paper Onboarding!","og_description":"\u200bDigital onboarding is increasingly replacing traditional paper-based processes in the banking industry, leading to significant cost reductions and","og_url":"https:\/\/www.investglass.com\/zh\/\u62ef\u6551\u4e16\u754c-\u5411\u7eb8\u8d28\u5165\u804c\u7533\u8bf7\u8bf4\u4e0d\/","og_site_name":"InvestGlass","article_published_time":"2021-05-16T19:08:03+00:00","article_modified_time":"2025-10-06T16:46:48+00:00","og_image":[{"width":1600,"height":1094,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/3ym6i13y9lu.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u4f5c\u8005":"InvestGlass","\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"6 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/save-the-world-say-no-to-paper-onboarding\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/save-the-world-say-no-to-paper-onboarding\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"Save the World &#038; 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