{"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\"><span class=\"ez-toc-section\" id=\"Swiss-Made_Swiss-Owned_Swiss-Hosted\"><\/span>\u745e\u58eb\u5236\u9020\u3001\u745e\u58eb\u6240\u6709\u3001\u745e\u58eb\u6258\u7ba1<span class=\"ez-toc-section-end\"><\/span><\/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\"><span class=\"ez-toc-section\" id=\"Automating_Sales_and_Compliance_with_Confidence\"><\/span>\u81ea\u4fe1\u5730\u5b9e\u73b0\u9500\u552e\u548c\u5408\u89c4\u81ea\u52a8\u5316<span class=\"ez-toc-section-end\"><\/span><\/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\"><span class=\"ez-toc-section\" id=\"The_Five_Pillars_of_InvestGlass\"><\/span>InvestGlass \u7684\u4e94\u5927\u652f\u67f1<span class=\"ez-toc-section-end\"><\/span><\/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\"><span class=\"ez-toc-section\" id=\"1_Digital_Onboarding\"><\/span>1.\u6570\u5b57\u5316\u5165\u804c<span class=\"ez-toc-section-end\"><\/span><\/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\"><span class=\"ez-toc-section\" id=\"2_A_Fully_Flexible_CRM\"><\/span>2.\u5b8c\u5168\u7075\u6d3b\u7684 CRM<span class=\"ez-toc-section-end\"><\/span><\/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\"><span class=\"ez-toc-section\" id=\"3_Portfolio_Management\"><\/span>3.\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<span class=\"ez-toc-section-end\"><\/span><\/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\"><span class=\"ez-toc-section\" id=\"4_Marketing_Automation\"><\/span>4.\u8425\u9500\u81ea\u52a8\u5316<span class=\"ez-toc-section-end\"><\/span><\/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\"><span class=\"ez-toc-section\" id=\"5_Compliance_at_the_Core\"><\/span>5.\u4ee5\u5408\u89c4\u4e3a\u6838\u5fc3<span class=\"ez-toc-section-end\"><\/span><\/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\"><span class=\"ez-toc-section\" id=\"Why_Financial_Institutions_Trust_InvestGlass\"><\/span>\u91d1\u878d\u673a\u6784\u4e3a\u4f55\u4fe1\u8d56 InvestGlass<span class=\"ez-toc-section-end\"><\/span><\/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\"><span class=\"ez-toc-section\" id=\"Conclusion_The_Future_Belongs_to_the_Sovereign\"><\/span>\u7ed3\u8bba\uff1a\u672a\u6765\u5c5e\u4e8e\u541b\u4e3b<span class=\"ez-toc-section-end\"><\/span><\/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 v28.3 (Yoast SEO v28.4) - 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? 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