{"id":31720,"date":"2022-04-27T10:56:35","date_gmt":"2022-04-27T08:56:35","guid":{"rendered":"https:\/\/www.investglass.com\/?p=31720"},"modified":"2026-04-22T12:38:30","modified_gmt":"2026-04-22T10:38:30","slug":"%e6%8a%95%e8%b5%84%e6%84%bf%e6%99%af%e5%92%8c%e7%9b%ae%e6%a0%87","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/investglass-vision-and-purpose\/","title":{"rendered":"InvestGlass \u613f\u666f\u548c\u5b97\u65e8"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5728\u6570\u636e\u88ab\u79f0\u4e3a <em>\u65b0\u6cb9<\/em>, \u94f6\u884c\u548c\u91d1\u878d\u673a\u6784\u9762\u4e34\u7740\u4e00\u4e2a\u7d27\u8feb\u7684\u95ee\u9898\uff1a <strong>\u8c01\u80fd\u771f\u6b63\u63a7\u5236\u60a8\u7684\u5ba2\u6237\u6570\u636e\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5927\u591a\u6570\u5168\u7403\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u63d0\u4f9b\u5546\u90fd\u58f0\u79f0\u4f1a\u4fdd\u62a4\u60a8\u7684\u4fe1\u606f\u5b89\u5168\uff0c\u4f46\u5982\u679c\u4ed6\u4eec\u7684\u670d\u52a1\u5668\u4f4d\u4e8e\u56fd\u5916\uff0c\u60a8\u7684\u654f\u611f\u5ba2\u6237\u6570\u636e\u4ecd\u4f1a\u53d7\u5230\u4ee5\u4e0b\u5a01\u80c1 <strong>\u5916\u56fd\u53f8\u6cd5\u7ba1\u8f96\u533a\u548c\u9690\u85cf\u7684\u8bbf\u95ee\u6743<\/strong>. That\u2019s not just a technical issue it\u2019s a matter of sovereignty, trust, and independence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u6b63\u662f\u4e3a\u4ec0\u4e48 <strong>InvestGlass \u7684\u5b58\u5728<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We are more than a CRM we are the <strong>#1 \u745e\u58eb\u6784\u5efa\u3001\u745e\u58eb\u6258\u7ba1\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0<\/strong> \u4e3a\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u62d2\u7edd\u5728\u9690\u79c1\u6216\u5408\u89c4\u6027\u65b9\u9762\u59a5\u534f\u7684\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u63d0\u4f9b\u670d\u52a1\u3002\u6211\u4eec\u7684\u5b97\u65e8\u7b80\u5355\u800c\u6709\u529b\uff1a <strong>\u5b9e\u73b0\u9500\u552e\u548c\u5408\u89c4\u81ea\u52a8\u5316\uff0c\u800c\u4e0d\u4f1a\u5931\u53bb\u5bf9\u6570\u636e\u7684\u63a7\u5236<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-swiss-made-swiss-owned-swiss-hosted\">\u745e\u58eb\u5236\u9020\u3001\u745e\u58eb\u6240\u6709\u3001\u745e\u58eb\u6258\u7ba1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f <strong>\u552f\u4e00\u5b8c\u5168\u5728\u745e\u58eb\u5f00\u53d1\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u9500\u552e\u81ea\u52a8\u5316\u5de5\u5177<\/strong>, \u6258\u7ba1\u5728 <strong>\u745e\u58eb\u4e3b\u6743\u4e91<\/strong>, \u5e76\u7531 <strong>\u745e\u58eb\u79c1\u4eba\u5bb6\u5ead<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u610f\u5473\u7740<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u60a8\u7684\u6570\u636e\u6c38\u8fdc\u4e0d\u4f1a\u79bb\u5f00\u745e\u58eb\u3002.<\/li>\n\n\n\n<li>\u6d77\u5916\u653f\u5e9c\u6216\u5927\u578b\u79d1\u6280\u5de8\u5934\u65e0\u6cd5\u7aa5\u63a2\u60a8\u7684\u5ba2\u6237\u4fe1\u606f\u3002.<\/li>\n\n\n\n<li>\u60a8\u5c06\u7ee7\u7eed\u9075\u5b88\u4e16\u754c\u4e0a\u6700\u4e25\u683c\u7684\u9690\u79c1\u6cd5\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Yes, a US-based CRM might offer encryption. But let\u2019s be honest your encrypted data still lives on <strong>\u5176\u670d\u52a1\u5668<\/strong>, \u7531 <strong>\u5176\u6cd5\u5f8b<\/strong>, \u5e76\u63a5\u89e6\u5230 <strong>\u5176\u98ce\u9669<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u4e86 InvestGlass\uff0c\u60a8\u7684\u673a\u6784\u662f\u552f\u4e00\u6301\u6709\u94a5\u5319\u7684\u673a\u6784\u3002\u8fd9\u5c31\u662f <strong>\u771f\u6b63\u7684\u6570\u636e\u4e3b\u6743<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automating-sales-and-compliance-with-confidence\">\u81ea\u4fe1\u5730\u5b9e\u73b0\u9500\u552e\u548c\u5408\u89c4\u81ea\u52a8\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u76ee\u7684\u5f88\u660e\u786e\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9500\u552e\u6d41\u7a0b\u81ea\u52a8\u5316<\/strong> \u8fd9\u6837\uff0c\u60a8\u5c31\u53ef\u4ee5\u628a\u66f4\u591a\u7684\u65f6\u95f4\u7528\u4e8e\u4e3a\u5ba2\u6237\u63d0\u4f9b\u5efa\u8bae\uff0c\u51cf\u5c11\u57cb\u5934\u4e8e\u884c\u653f\u4e8b\u52a1\u7684\u65f6\u95f4\u3002.<\/li>\n\n\n\n<li><strong>\u7b80\u5316\u5408\u89c4\u6027<\/strong> by embedding it directly into your workflows no clunky add-ons, no messy integrations.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u4e3a\u60a8\u5206\u62c5\u91cd\u590d\u6027\u5de5\u4f5c\u7684\u8d1f\u62c5\uff0c\u540c\u65f6\u786e\u4fdd\u6bcf\u9879\u64cd\u4f5c\u90fd\u662f <strong>\u53ef\u968f\u65f6\u5ba1\u8ba1\uff0c\u4e0d\u53d7\u76d1\u7ba1<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-five-pillars-of-investglass\">InvestGlass \u7684\u4e94\u5927\u652f\u67f1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass is not just another CRM it\u2019s a <strong>\u5b8c\u6574\u7684\u751f\u6001\u7cfb\u7edf<\/strong> \u4e13\u4e3a\u91d1\u878d\u800c\u8bbe\u8ba1\u3002\u5b83\u4ee5\u4e94\u5927\u652f\u67f1\u4e3a\u57fa\u7840\uff0c\u4e3a\u60a8\u63d0\u4f9b\u66f4\u667a\u80fd\u3001\u66f4\u5feb\u901f\u3001\u66f4\u5b89\u5168\u5730\u5de5\u4f5c\u6240\u9700\u7684\u4e00\u5207\uff1a<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-digital-onboarding\">1.\u6570\u5b57\u5316\u5165\u804c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u544a\u522b\u65e0\u4f11\u6b62\u7684\u6587\u4e66\u5de5\u4f5c\u901a\u8fc7 <strong>\u6570\u5b57\u8868\u683c\u3001KYC\/AML \u5de5\u4f5c\u6d41\u7a0b\u548c\u7535\u5b50\u7b7e\u540d<\/strong>, \u8fd9\u6837\uff0c\u5165\u804c\u8fc7\u7a0b\u5c31\u4f1a\u53d8\u5f97\u987a\u7545\u3001\u5408\u89c4\u3001\u65b9\u4fbf\u5ba2\u6237\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-a-fully-flexible-crm\">2.\u5b8c\u5168\u7075\u6d3b\u7684 CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u7684 <strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u9002\u5e94\u60a8\u7684\u9700\u6c42<\/strong> not the other way around. Customise pipelines, client views, and workflows to fit your bank\u2019s DNA.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-portfolio-management\">3.\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u7684\u7efc\u5408 <strong>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177<\/strong> \u5c06\u5ba2\u6237\u8d44\u6599\u3001\u7ee9\u6548\u8ddf\u8e2a\u548c\u98ce\u9669\u76d1\u63a7\u6574\u5408\u5230\u4e00\u4e2a\u529f\u80fd\u5f3a\u5927\u7684\u4eea\u8868\u677f\u4e2d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-marketing-automation\">4.\u8425\u9500\u81ea\u52a8\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ea4\u4ed8 <strong>\u4e2a\u6027\u5316\u3001\u53ca\u65f6\u7684\u5ba3\u4f20\u6d3b\u52a8<\/strong> \u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u3002\u4ece\u65b0\u95fb\u7b80\u62a5\u5230\u667a\u80fd\u7ec6\u5206\uff0cInvestGlass \u90fd\u80fd\u5e2e\u52a9\u60a8\u7684\u4fe1\u606f\u6df1\u5165\u4eba\u5fc3\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-compliance-at-the-core\">5.\u4ee5\u5408\u89c4\u4e3a\u6838\u5fc3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u9879\u529f\u80fd\u90fd\u4ee5 <strong>\u5408\u89c4\u4f18\u5148\u8bbe\u8ba1<\/strong> from audit trails and reporting to GDPR alignment and role-based access.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-financial-institutions-trust-investglass\">\u91d1\u878d\u673a\u6784\u4e3a\u4f55\u4fe1\u8d56 InvestGlass<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u65e0\u4e0e\u4f26\u6bd4\u7684\u6570\u636e\u4e3b\u6743<\/strong>:\u4ec5\u5728\u745e\u58eb\u672c\u571f\u4e3e\u529e\u3002.<\/li>\n\n\n\n<li><strong>\u4e3a\u878d\u8d44\u91cf\u8eab\u5b9a\u5236<\/strong>:\u4e0d\u662f\u5e26\u6709\u91d1\u878d\u63d2\u4ef6\u7684\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u800c\u662f\u4e13\u4e3a\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6253\u9020\u7684\u3002.<\/li>\n\n\n\n<li><strong>\u9762\u5411\u672a\u6765<\/strong>:\u81ea\u52a8\u5316\u5165\u804c\u3001\u9500\u552e\u548c <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=\"5316\">\u5e02\u573a\u8425\u9500<\/a> \u540c\u65f6\u5d4c\u5165\u5408\u89c4\u6027\u3002.<\/li>\n\n\n\n<li><strong>\u72ec\u7acb\u548c\u745e\u58eb\u6240\u6709<\/strong>: No shareholders, no hidden agendas just uncompromising privacy.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-the-future-belongs-to-the-sovereign\">\u7ed3\u8bba\uff1a\u672a\u6765\u5c5e\u4e8e\u541b\u4e3b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728 InvestGlass\uff0c\u6211\u4eec\u7684\u613f\u666f\u662f\u4e3a\u94f6\u884c\u548c\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u63d0\u4f9b\u5c0a\u91cd\u4ee5\u4e0b\u65b9\u9762\u7684\u6280\u672f <strong>\u4ed6\u4eec\u7684\u72ec\u7acb\u6027\u3001\u5408\u89c4\u4e49\u52a1\u548c\u5ba2\u6237\u7684\u4fe1\u4efb<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5c06 <strong>\u745e\u58eb\u6570\u636e\u4e3b\u6743<\/strong> with cutting-edge automation, InvestGlass is more than a CRM it\u2019s the <strong>\u672a\u6765\u91d1\u878d\u57fa\u91d1\u4f1a<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8fd9\u4e2a\u5f80\u5f80\u4e3a\u4e86\u65b9\u4fbf\u800c\u727a\u7272\u9690\u79c1\u7684\u4e16\u754c\u91cc\uff0cInvestGlass \u8bc1\u660e\u60a8\u53ef\u4ee5\u4e24\u8005\u517c\u5f97\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=\"\u4e86\u89e3 InvestGlass \u7684\u4ef7\u503c\u548c\u5b97\u65e8\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/XN9pF7i77NM?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><figcaption class=\"wp-element-caption\">\u4e86\u89e3 InvestGlass \u7684\u4ef7\u503c\u548c\u5b97\u65e8<\/figcaption><\/figure>","protected":false},"excerpt":{"rendered":"<p>In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data? Most global CRM providers claim to keep your information safe, but if their servers are located abroad, your sensitive client data remains subject to foreign jurisdictions and hidden access rights. That\u2019s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":31723,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[271],"class_list":["post-31720","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-vision-and-purpose"],"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>InvestGlass Vision and Purpose in Data Security | InvestGlass<\/title>\n<meta name=\"description\" content=\"In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data? Most global\" \/>\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\/\u6295\u8d44\u613f\u666f\u548c\u76ee\u6807\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"InvestGlass Vision and Purpose\" \/>\n<meta property=\"og:description\" content=\"In an era where data is called the new oil, banks and financial institutions face a pressing question: who truly controls your client data? 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