{"id":34863,"date":"2022-10-11T16:17:34","date_gmt":"2022-10-11T14:17:34","guid":{"rendered":"https:\/\/www.investglass.com\/?p=34863"},"modified":"2025-03-28T06:05:00","modified_gmt":"2025-03-28T05:05:00","slug":"%e5%a6%82%e4%bd%95%e4%b8%ba%e5%92%a8%e8%af%a2%e4%b8%9a%e5%ae%9e%e6%96%bd-mifid","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-implement-mifid-for-advisory\/","title":{"rendered":"\u5982\u4f55\u5b9e\u65bd MiFID \u54a8\u8be2\uff1f"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-boost-productivity-with-investglass-crm-and-ai-solutions\">\u5229\u7528 InvestGlass CRM \u548c\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u63d0\u9ad8\u5de5\u4f5c\u6548\u7387<\/h2>\n\n\n\n<p 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href=\"https:\/\/www.investglass.com\/zh\/%e5%8d%8f%e4%bd%9c%e9%97%a8%e6%88%b7\/\">\u534f\u4f5c\u95e8\u6237\u7f51\u7ad9<\/a>:\u901a\u8fc7\u5b89\u5168\u3001\u96c6\u4e2d\u7684\u5e73\u53f0\u4e0e\u56e2\u961f\u6210\u5458\u5171\u4eab\u4fe1\u606f\u3001\u6587\u4ef6\u548c\u6700\u4f73\u5b9e\u8df5\u3002.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.investglass.com\/zh\/%e6%95%b0%e5%ad%97%e5%85%a5%e8%81%8c\/\">\u6570\u5b57\u5316\u5165\u804c<\/a>:\u901a\u8fc7\u81ea\u52a8\u6570\u636e\u6536\u96c6\u3001KYC \u9a8c\u8bc1\u548c\u98ce\u9669\u5206\u6790\uff0c\u7b80\u5316\u5165\u804c\u6d41\u7a0b\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-bottom-line\">\u5e95\u7ebf<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM \u548c\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u89e3\u51b3\u65b9\u6848\u5bf9\u4e8e\u5e0c\u671b\u9075\u5b88 MiFID 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This blog post explores how InvestGlass CRM and artificial intelligence (AI) can boost productivity and streamline compliance with MiFID requirements. Understanding MiFID [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":34867,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[460],"class_list":["post-34863","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-implement-mifid"],"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 Implement MiFID for Advisory? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn practical steps to implement MiFID regulations effectively for your advisory business.\" \/>\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\u4e3a\u54a8\u8be2\u4e1a\u5b9e\u65bd-mifid\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Implement MiFID for Advisory?\" \/>\n<meta property=\"og:description\" content=\"Boost Productivity with InvestGlass CRM and AI Solutions As financial institutions and advisors face increasing regulatory pressure, implementing the\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u4e3a\u54a8\u8be2\u4e1a\u5b9e\u65bd-mifid\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2022-10-11T14:17:34+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-28T05:05:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/10\/8yw6tsb8tnc.jpg\" \/>\n\t<meta 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