{"id":39949,"date":"2024-04-20T15:00:57","date_gmt":"2024-04-20T13:00:57","guid":{"rendered":"https:\/\/www.investglass.com\/?p=39949"},"modified":"2026-03-10T14:33:51","modified_gmt":"2026-03-10T13:33:51","slug":"%e5%bc%95%e5%85%a5%e7%94%b1%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e9%a9%b1%e5%8a%a8%e7%9a%84%e5%ae%a2%e6%88%b7%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e5%92%8c%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88%e7%ae%a1","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/introducing-ai-powered-crm-and-portfolio-management\/","title":{"rendered":"\u4ecb\u7ecd\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-investglass-unveils-a-groundbreaking-solution-for-sales\">InvestGlass \u63a8\u51fa\u7a81\u7834\u6027\u7684\u9500\u552e\u89e3\u51b3\u65b9\u6848<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">nvestGlass \u7684\u6700\u65b0\u521b\u65b0\u5229\u7528\u4e86&nbsp;<strong>\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u6280\u672f<\/strong>&nbsp;\u4ee5\u589e\u5f3a\u9500\u552e\u56e2\u961f\u548c\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u7684\u80fd\u529b\u3002\u901a\u8fc7\u96c6\u6210&nbsp;<strong>\u81ea\u52a8\u5316<\/strong>&nbsp;\u548c&nbsp;<strong>\u6570\u636e\u5206\u6790<\/strong>, \u8be5\u89e3\u51b3\u65b9\u6848\u53ef\u4f18\u5316\u9500\u552e\u5de5\u4f5c\u6d41\u7a0b\u3001\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\u5e76\u6539\u8fdb\u51b3\u7b56\u8fc7\u7a0b\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f,&nbsp;<strong>74% \u5b9e\u65bd\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7684\u4f01\u4e1a<\/strong>&nbsp;\u5728\u7b2c\u4e00\u5e74\u5185\u6536\u56de\u4e86\u6295\u8d44\uff0c\u5176\u4e2d&nbsp;<strong>86% \u62a5\u544a\u6536\u5165\u589e\u957f<\/strong>&nbsp;\u91c7\u7528\u4eba\u5de5\u667a\u80fd\u540e (<a href=\"https:\/\/markettimes.vn\/ung-dung-ai-giup-74-doanh-nghiep-thu-hoi-von-ngay-trong-nam-dau-tien-66605.html?utm_source=chatgpt.com\">\u5e02\u573a\u65f6\u62a5<\/a>). <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u5916,&nbsp;<strong>\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u516c\u53f8<\/strong>&nbsp;\u89c1\u8fc7&nbsp;<strong>\u7ebf\u7d22\u8f6c\u5316\u7387\u63d0\u9ad8 17%<\/strong>, a&nbsp;<strong>16% \u63d0\u9ad8\u5ba2\u6237\u4fdd\u7559\u7387<\/strong>, \u548c\u4e00\u4e2a&nbsp;<strong>21% \u63d0\u9ad8\u4ee3\u7406\u5546\u7684\u751f\u4ea7\u7387<\/strong>&nbsp;(MarTech\uff09\u3002\u4e0e&nbsp;<strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u65e0\u7f1d\u96c6\u6210<\/strong>&nbsp;\u548c&nbsp;<strong>\u5b9e\u65f6\u6570\u636e\u8bbf\u95ee<\/strong>, InvestGlass \u4f7f\u4f01\u4e1a\u80fd\u591f\u5229\u7528&nbsp;<strong>\u9884\u6d4b\u5206\u6790<\/strong>&nbsp;\u5b9e\u73b0\u65e0\u4e0e\u4f26\u6bd4\u7684\u589e\u957f\u548c\u6548\u7387\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-open-immersive-reader\"><strong>\u5f00\u653e\u5f0f\u6c89\u6d78\u5f0f\u9605\u8bfb\u5668<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u5168\u7403 InvestGlass \u7231\u597d\u8005\u548c\u9500\u552e\u4e13\u4e1a\u4eba\u58eb\u6765\u8bf4\uff0c\u8fd9\u662f\u4e00\u4e2a\u4ee4\u4eba\u632f\u594b\u7684\u6d88\u606f\uff01InvestGlass \u521a\u521a\u63a8\u51fa\u4e00\u6b3e\u521b\u65b0\u89e3\u51b3\u65b9\u6848\uff0c\u5c06\u5f7b\u5e95\u6539\u53d8\u4f01\u4e1a\u4e0e\u6570\u636e\u4ea4\u4e92\u7684\u65b9\u5f0f\u3002InvestGlass \u4ee5\u5176\u5f3a\u5927\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u548c <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e7%ae%a1%e7%90%86%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88\/\" target=\"_blank\" rel=\"noopener\" title=\"\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5021\">\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf<\/a>, \u73b0\u5728\uff0cInvestGlass \u6b63\u5728\u5411\u524d\u8fc8\u8fdb\u4e00\u5927\u6b65\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\/\"><strong>\u89c2\u770b\u6211\u4eec\u662f\u5982\u4f55\u5efa\u9020\u5b83\u7684\uff0c\u6216\u8005\u4eca\u5929\u5c31\u8bd5\u8bd5\u770b\uff01<\/strong><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-transforming-financial-data-into-conversational-knowledge\">\u5c06\u8d22\u52a1\u6570\u636e\u8f6c\u5316\u4e3a\u5bf9\u8bdd\u77e5\u8bc6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u7528 InvestGlass \u7684\u4eba\u5de5\u667a\u80fd\u9769\u65b0\u91d1\u878d\u670d\u52a1\uff1a\u5b9e\u73b0\u8303\u5f0f\u8f6c\u53d8\uff0c\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\u548c\u5353\u8d8a\u8fd0\u8425\u80fd\u529b<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u51ed\u501f\u5176\u5f00\u521b\u6027\u7684\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848 Copilot \u548c Mistral \u5f00\u521b\u4e86\u91d1\u878d\u4e1a\u7684\u672a\u6765\uff0c\u8fd9\u4e24\u4e2a\u89e3\u51b3\u65b9\u6848\u65e8\u5728\u5c06\u975e\u7ed3\u6784\u5316\u91d1\u878d\u6570\u636e\u8f6c\u5316\u4e3a\u5b9d\u8d35\u7684\u4f1a\u8bdd\u77e5\u8bc6\u548c\u53ef\u64cd\u4f5c\u7684\u89c1\u89e3\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u5de5\u5177\u5728\u96c6\u6210\u5148\u8fdb\u4eba\u5de5\u667a\u80fd\u65b9\u9762\u5904\u4e8e\u9886\u5148\u5730\u4f4d\uff0c\u5176\u4e2d\u5305\u62ec <a class=\"wpil_keyword_link\" title=\"ChatGPT\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"1409\" href=\"https:\/\/www.investglass.com\/zh\/%e8%87%aa%e5%8a%a8%e5%8c%96%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\">ChatGPT<\/a>, \u8fd9\u4e9b\u4ea7\u54c1\u4e13\u4e3a\u94f6\u884c\u5bb6\u548c\u91d1\u878d\u673a\u6784\u91cf\u8eab\u5b9a\u5236\uff0c\u4ece\u800c\u91cd\u65b0\u5b9a\u4e49\u4e86\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u53c2\u4e0e\u65b9\u5f0f\u3002\u4ece\u8d26\u6237\u7ba1\u7406\u5230\u8d37\u6b3e\u5904\u7406\uff0c\u5b83\u4eec\u5728\u63d0\u4f9b\u4e2a\u6027\u5316\u91d1\u878d\u5efa\u8bae\u3001\u5b9e\u73b0\u65e5\u5e38\u4efb\u52a1\u81ea\u52a8\u5316\u4ee5\u53ca\u4fc3\u8fdb\u94f6\u884c\u4e1a\u52a1\u505a\u51fa\u660e\u667a\u51b3\u7b56\u7b49\u65b9\u9762\u53d1\u6325\u7740\u91cd\u8981\u4f5c\u7528\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728 <a data-wpil-monitor-id=\"3389\" href=\"https:\/\/www.investglass.com\/zh\/%e7%ae%80%e5%8c%96%e9%a3%8e%e9%99%a9%e7%ae%a1%e7%90%86-2024-%e5%b9%b4%e8%87%aa%e5%8a%a8%e5%90%88%e8%a7%84%e7%9b%91%e6%8e%a7%e5%b7%a5%e5%85%b7%e6%8c%87%e5%8d%97\/\" target=\"_blank\" rel=\"noopener\">\u98ce\u9669\u7ba1\u7406<\/a>, \u901a\u8fc7\u590d\u6742\u7684\u6570\u636e\u5206\u6790\uff0cCopilot \u548c Mistral \u5728\u8bc6\u522b\u548c\u964d\u4f4e\u6f5c\u5728\u98ce\u9669\u65b9\u9762\u63d0\u4f9b\u4e86\u65e0\u4e0e\u4f26\u6bd4\u7684\u529f\u80fd\u3002\u8fd9\u4e9b\u89e3\u51b3\u65b9\u6848\u901a\u8fc7\u5bf9\u4ea4\u6613\u6570\u636e\u8fdb\u884c\u7ec6\u81f4\u5206\u6790\uff0c\u627e\u51fa\u53ef\u7591\u4ea4\u6613\uff0c\u4fdd\u62a4\u8d26\u6237\u4f59\u989d\u548c\u8d22\u52a1\u62a5\u8868\u514d\u906d\u672a\u7ecf\u6388\u6743\u7684\u6d3b\u52a8\uff0c\u4ece\u800c\u534f\u52a9\u94f6\u884c\u8fdb\u884c\u6b3a\u8bc8\u68c0\u6d4b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> \u6b64\u5916\uff0c\u5b83\u4eec\u8fd8\u4e3a\u91d1\u878d\u673a\u6784\u63d0\u4f9b\u4e86\u7efc\u5408\u8d22\u52a1\u5206\u6790\u5de5\u5177\uff0c\u4f7f\u5176\u80fd\u591f\u79ef\u6781\u4e3b\u52a8\u5730\u8fdb\u884c\u98ce\u9669\u8bc4\u4f30\u3001, <a data-wpil-monitor-id=\"1942\" href=\"https:\/\/www.investglass.com\/zh\/ai-%e5%9c%a8%e4%bd%8f%e6%88%bf%e5%b8%82%e5%9c%ba%e5%88%86%e6%9e%90%e4%b8%ad%e7%9a%84%e5%ba%94%e7%94%a8-ai-%e5%9c%a8%e4%bd%8f%e6%88%bf%e5%b8%82%e5%9c%ba%e5%88%86%e6%9e%90%e4%b8%ad%e7%9a%84%e5%ba%94\/\" target=\"_blank\" rel=\"noopener\">\u5e02\u573a\u5206\u6790<\/a>, \u6211\u4eec\u8fd8\u4e3a\u60a8\u63d0\u4f9b\u8d22\u52a1\u89c4\u5212\uff0c\u4ee5\u6ee1\u8db3\u4e2a\u4eba\u7684\u98ce\u9669\u627f\u53d7\u80fd\u529b\u548c\u8d22\u52a1\u76ee\u6807\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-embeds-compliance-into-chatgpt-for-banker\">InvestGlass \u5c06\u5408\u89c4\u5d4c\u5165\u94f6\u884c\u5bb6\u804a\u5929\u5de5\u5177<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u4eba\u5de5\u667a\u80fd\u6280\u672f\u5927\u5927\u63d0\u9ad8\u4e86\u8fd0\u8425\u6548\u7387\uff0c\u7b80\u5316\u4e86\u64cd\u4f5c\u5e76\u5b9e\u73b0\u4e86\u81ea\u52a8\u5316\u3002 <a href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e5%85%8b%e6%9c%8d%e5%90%88%e8%a7%84%e9%97%ae%e9%a2%98\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"3390\">\u76d1\u7ba1\u5408\u89c4<\/a> \u4efb\u52a1\u3002\u8fd9\u4e0d\u4ec5\u80fd\u786e\u4fdd\u7b26\u5408\u76d1\u7ba1\u8981\u6c42\uff0c\u8fd8\u80fd\u4f18\u5316 <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=\"3386\">\u5ba1\u6279\u7a0b\u5e8f<\/a>, \u4ece\u4fe1\u7528\u8bc4\u5206\u8bc4\u4f30\u5230\u8d37\u6b3e\u5ba1\u6279\u3002\u901a\u8fc7\u5229\u7528\u673a\u5668\u5b66\u4e60\u548c\u81ea\u7136\u8bed\u8a00\u5904\u7406\uff0c\u8fd9\u4e9b\u89e3\u51b3\u65b9\u6848\u53ef\u63d0\u4f9b\u591a\u8bed\u79cd\u652f\u6301\uff0c\u5e76\u80fd\u751f\u6210\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5185\u5bb9\uff0c\u4ece\u800c\u52a0\u5f3a\u91d1\u878d\u6559\u80b2\uff0c\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u5e76\u6700\u7ec8\u57f9\u517b\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-portfolio-computer-1024x623.png\" alt=\"InvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\" class=\"wp-image-32727\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-portfolio-computer-1024x623.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-portfolio-computer-300x183.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-portfolio-computer-768x467.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-portfolio-computer.png 1500w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u6574\u5408\u8fd9\u4e9b\u5148\u8fdb\u7684 <a href=\"https:\/\/www.investglass.com\/zh\/%e5%88%9b%e9%80%a0%e6%80%a7%e6%80%9d%e7%bb%b4%e5%9c%a8%e9%94%80%e5%94%ae%e4%b8%ad%e7%9a%84%e9%87%8d%e8%a6%81%e6%80%a7\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"3388\">\u4eba\u5de5\u667a\u80fd\u548c\u751f\u6210<\/a> \u4eba\u5de5\u667a\u80fd\u6280\u672f\u5728\u94f6\u884c\u670d\u52a1\u4e2d\u7684\u5e94\u7528\u5df2\u8d85\u8d8a\u4e86\u8fd0\u8425\u4efb\u52a1\uff0c\u6db5\u76d6\u4e86\u8d22\u52a1\u987e\u95ee\u7684\u89d2\u8272\u3002\u901a\u8fc7\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u7406\u8d22\u5efa\u8bae\u3001\u81ea\u52a8\u5904\u7406\u5ba2\u6237\u67e5\u8be2\u4ee5\u53ca\u63d0\u4f9b\u6295\u8d44\u7b56\u7565\u548c\u9000\u4f11\u89c4\u5212\u65b9\u9762\u7684\u89c1\u89e3\uff0cInvestGlass \u53ef\u786e\u4fdd\u7cbe\u51c6\u3001\u4e2a\u6027\u5316\u5730\u6ee1\u8db3\u6240\u6709\u7406\u8d22\u89c4\u5212\u9700\u6c42\u3002\u865a\u62df\u52a9\u7406\u7531\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\u8bed\u8a00\u6a21\u578b\u63d0\u4f9b\u652f\u6301\uff0c\u80fd\u591f\u5904\u7406\u4ece\u503a\u52a1\u7ba1\u7406\u5230\u91d1\u878d\u77e5\u8bc6\u7b49\u5404\u79cd\u5ba2\u6237\u54a8\u8be2\uff0c\u786e\u4fdd\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u94f6\u884c\u4f53\u9a8c\uff0c\u4ece\u800c\u7559\u4f4f\u5ba2\u6237\u5e76\u5efa\u7acb\u4fe1\u4efb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u9080\u8bf7\u91d1\u878d\u4e1a\u7684\u6240\u6709\u5229\u76ca\u76f8\u5173\u8005\uff0c\u4ece\u65b0\u5174\u6280\u672f\u7231\u597d\u8005\u5230\u65e8\u5728\u63d0\u5347\u94f6\u884c\u8fd0\u8425\u548c\u5ba2\u6237\u4f53\u9a8c\u7684\u91d1\u878d\u673a\u6784\uff0c\u5171\u540c\u63a2\u7d22 Copilot \u548c Mistral \u7684\u53d8\u9769\u6f5c\u529b\u3002\u901a\u8fc7\u8be6\u7ec6\u7684\u7f51\u7edc\u7814\u8ba8\u4f1a\u6216\u76f4\u63a5\u8bd5\u7528\uff0c\u4e86\u89e3\u8fd9\u4e9b\u89e3\u51b3\u65b9\u6848\u5982\u4f55\u5f7b\u5e95\u6539\u53d8\u60a8\u7684\u5ba2\u6237\u53c2\u4e0e\u65b9\u5f0f\u3001\u8fd0\u8425\u6548\u7387\u548c\u91d1\u878d\u670d\u52a1\u521b\u65b0\uff0c\u4f7f InvestGlass \u6210\u4e3a\u5728\u5feb\u901f\u53d1\u5c55\u7684\u91d1\u878d\u73af\u5883\u4e2d\u5b9e\u73b0\u5353\u8d8a\u7684\u91cd\u8981\u5408\u4f5c\u4f19\u4f34\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-experience-the-future-of-customer-experience-in-sales-today\">\u4eca\u5929\u5c31\u4f53\u9a8c\u9500\u552e\u9886\u57df\u5ba2\u6237\u4f53\u9a8c\u7684\u672a\u6765<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u9080\u8bf7\u6240\u6709\u7528\u6237\u548c\u6f5c\u5728\u5ba2\u6237\u63a2\u7d22\u5176\u5168\u65b0\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u7684\u529f\u80fd\u3002\u65e0\u8bba\u60a8\u662f\u73b0\u5728\u5c31\u8feb\u4e0d\u53ca\u5f85\u5730\u8fdb\u884c\u6d4b\u8bd5\uff0c\u8fd8\u662f\u5e0c\u671b\u89c2\u770b\u8be6\u7ec6\u7684\u7f51\u7edc\u7814\u8ba8\u4f1a\uff0cInvestGlass \u90fd\u968f\u65f6\u51c6\u5907\u5411\u60a8\u5c55\u793a\u8fd9\u4e9b\u521b\u65b0\u5982\u4f55\u4e3a\u60a8\u7684\u4e1a\u52a1\u5e26\u6765\u76ca\u5904\u3002InvestGlass \u63d0\u4f9b\u7684\u63d0\u793a\u6a21\u677f\u6709\u52a9\u4e8e\u7b80\u5316\u64cd\u4f5c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u89c2\u770b\u7f51\u7edc\u7814\u8ba8\u4f1a<\/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=\"ChatGPT \u5982\u4f55\u7528\u4e8e\u94f6\u884c\u4e1a\u52a1\uff1f\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/hpjx-Fmup08?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\">InvestGlass Embeds ChatGPT \u662f\u4e00\u6b3e\u73b0\u6210\u7684 <a href=\"https:\/\/www.investglass.com\/zh\/%e9%93%b6%e8%a1%8c%e4%b8%9a%e6%88%90%e5%8a%9f%e7%9a%84-5-%e5%a4%a7%e6%9c%80%e4%bd%b3-crms\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"3387\">\u94f6\u884c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-it-works-a-simple-three-step-process\">\u5de5\u4f5c\u539f\u7406\u7b80\u5355\u7684\u4e09\u6b65\u6d41\u7a0b<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>CRM \u5b57\u6bb5\u548c\u503c\u8bbe\u7f6e<\/strong>:\u9996\u5148\uff0c\u4f7f\u7528 Copilot AI \u5b9a\u5236\u60a8\u7684 CRM\u3002\u9488\u5bf9\u60a8\u7684\u884c\u4e1a\u9700\u6c42\u91cf\u8eab\u5b9a\u5236\u5b57\u6bb5\uff0c\u786e\u4fdd\u4e0e\u60a8\u7684\u4e1a\u52a1\u8fd0\u8425\u5b8c\u7f8e\u5951\u5408\u3002.<\/li>\n\n\n\n<li><strong>\u5e26\u6570\u636e\u53d8\u91cf\u7684 AI \u6a21\u677f<\/strong>:\u63a5\u4e0b\u6765\uff0c\u8bbe\u8ba1\u9884\u5148\u683c\u5f0f\u5316\u7684\u95ee\u9898\uff0c\u6307\u5bfc\u60a8\u7684\u56e2\u961f\u5411 ChatGPT \u63d0\u51fa\u66f4\u6709\u6548\u7684\u8be2\u95ee\u3002\u8fd9\u4e00\u6b65\u9aa4\u53ef\u786e\u4fdd\u60a8\u7684\u4e92\u52a8\u65e2\u9ad8\u6548\u53c8\u6709\u89c1\u5730\u3002.<\/li>\n\n\n\n<li><strong>\u53ef\u64cd\u4f5c\u7684\u89c1\u89e3<\/strong>:\u6700\u540e\uff0c\u4ece\u6a21\u677f\u95ee\u9898\u4e2d\u8fdb\u884c\u9009\u62e9\u3001\u5fae\u8c03\uff0c\u5e76\u5411 GPT \u5bfb\u6c42\u5e2e\u52a9\u3002GPT \u5c06\u6df1\u5165\u7814\u7a76\u8054\u7cfb\u4eba\u548c\u6295\u8d44\u7ec4\u5408\u9875\u9762\uff0c\u4e3a\u60a8\u7684\u56e2\u961f\u63d0\u4f9b\u72ec\u5230\u7684\u89c1\u89e3\uff0c\u8ba9\u60a8\u7684\u6bcf\u9879\u51b3\u7b56\u90fd\u660e\u667a\u4e14\u5177\u6709\u6218\u7565\u6027<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"569\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-AI-Architecture-1024x569.png\" alt=\"\" class=\"wp-image-39958\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-AI-Architecture-1024x569.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-AI-Architecture-300x167.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-AI-Architecture-768x427.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-AI-Architecture.png 1488w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-importance-of-running-chatgpt-in-banking-on-a-swiss-secured-environment\">\u5728\u745e\u58eb\u5b89\u5168\u73af\u5883\u4e0b\u8fd0\u884c\u94f6\u884c\u4e1a\u52a1 ChatGPT \u7684\u91cd\u8981\u6027<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5f53\u4eca\u7684\u6570\u5b57\u65f6\u4ee3\uff0c\u6570\u636e\u5b89\u5168\u81f3\u5173\u91cd\u8981\u3002\u4fdd\u62a4\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u6570\u636e\u81f3\u5173\u91cd\u8981\uff0cInvestGlass \u51b3\u5b9a\u63d0\u4f9b\u5728\u745e\u58eb\u5b89\u5168\u73af\u5883\u4e2d\u8fd0\u884c ChatGPT \u7684\u9009\u9879\uff0c\u8fd9\u8868\u660e InvestGlass \u81f4\u529b\u4e8e\u786e\u4fdd\u4e3a\u7528\u6237\u63d0\u4f9b\u6700\u9ad8\u6807\u51c6\u7684\u6570\u636e\u4fdd\u62a4\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u4e25\u683c\u7684\u6570\u636e\u9690\u79c1\u6cd5\u548c\u5b89\u5168\u7684\u6570\u5b57\u57fa\u7840\u8bbe\u65bd\u4f7f\u5176\u6210\u4e3a\u7ba1\u7406\u654f\u611f\u4fe1\u606f\u7684\u7406\u60f3\u5730\u70b9\uff0c\u8ba9\u62c5\u5fc3\u6570\u636e\u5b89\u5168\u7684\u4f01\u4e1a\u9ad8\u6795\u65e0\u5fe7\uff0c\u540c\u65f6\u4e5f\u8ba9\u4f01\u4e1a\u8ba4\u8bc6\u5230\u5229\u7528\u5ba2\u6237\u6570\u636e\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\u3001\u98ce\u9669\u5206\u6790\u548c\u6570\u636e\u9a71\u52a8\u578b\u6d1e\u5bdf\u529b\u7684\u91cd\u8981\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u8fd9\u4e9b\u5c16\u7aef\u7684\u4eba\u5de5\u667a\u80fd\u521b\u65b0\u96c6\u6210\u5230\u5176\u5957\u4ef6\u4e2d\uff0c\u6240\u505a\u7684\u8fdc\u4e0d\u6b62\u662f\u589e\u5f3a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u529f\u80fd\u3002\u5b83\u4e3a\u4f01\u4e1a\uff08\u5c24\u5176\u662f\u94f6\u884c\u4e1a\uff09\u63d0\u4f9b\u4e86\u5fc5\u8981\u7684\u5148\u8fdb\u5de5\u5177\uff0c\u4f7f\u5176\u80fd\u591f\u719f\u7ec3\u9a7e\u9a6d\u5f53\u4eca\u590d\u6742\u591a\u53d8\u7684\u9500\u552e\u73af\u5883\u548c\u52a8\u6001\u5e02\u573a\u8d8b\u52bf\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u6f14\u53d8\u4e0d\u4ec5\u4ec5\u662f\u8fd0\u8425\u65b9\u9762\u7684\u6539\u8fdb\uff0c\u800c\u662f\u4e00\u79cd\u6218\u7565\u6027\u7684\u63d0\u5347\uff0c\u65e8\u5728\u7b80\u5316\u8fd0\u8425\uff0c\u901a\u8fc7\u60c5\u611f\u5206\u6790\u5b8c\u5584\u5ba2\u6237\u4e92\u52a8\uff0c\u5e76\u52a0\u6df1\u5bf9\u5ba2\u6237\u53cd\u5e94\u7684\u7406\u89e3\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-financial-institutions-can-cross-pms-and-crm-customer-data-on-their-servers\">\u91d1\u878d\u673a\u6784\u53ef\u5728\u5176\u670d\u52a1\u5668\u4e0a\u4ea4\u53c9\u4f7f\u7528 PMS \u548c CRM \u5ba2\u6237\u6570\u636e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u501f\u52a9\u9488\u5bf9\u94f6\u884c\u5bb6\u7684 ChatGPT \u548c\u98ce\u9669\u7ba1\u7406 ChatGPT \u7684\u5f3a\u5927\u529f\u80fd\uff0cInvestGlass \u4f7f\u94f6\u884c\u80fd\u591f\u66f4\u6709\u6548\u5730\u5206\u6790\u6570\u636e\uff0c\u5305\u62ec\u5386\u53f2\u6570\u636e\u548c\u8bad\u7ec3\u6570\u636e\uff0c\u4ee5\u8bc6\u522b\u9700\u8981\u8fdb\u4e00\u6b65\u8c03\u67e5\u7684\u8fc7\u53bb\u98ce\u9669\u548c\u8d8b\u52bf\u3002\u8fd9\u79cd\u5229\u7528\u4eba\u5de5\u667a\u80fd\u751f\u6210\u5185\u5bb9\u548c\u60c5\u611f\u5206\u6790\u7684\u524d\u77bb\u6027\u65b9\u6cd5\u786e\u4fdd\u4e86\u66f4\u52a0\u4e2a\u6027\u5316\u7684\u94f6\u884c\u4e1a\u52a1\u4f53\u9a8c\u3002\u901a\u8fc7\u4f7f\u7528\u865a\u62df\u52a9\u7406\uff0c\u94f6\u884c\u73b0\u5728\u53ef\u4ee5\u81ea\u52a8\u6267\u884c\u8f6c\u8d26\u7b49\u5e38\u89c4\u4efb\u52a1\uff0c\u4ece\u800c\u53ef\u4ee5\u4e13\u6ce8\u4e8e\u9700\u8981\u4eba\u5de5\u5904\u7406\u7684\u66f4\u590d\u6742\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u5916\uff0c\u901a\u8fc7 InvestGlass \u5b9e\u73b0\u7684\u8fd9\u4e00\u6280\u672f\u98de\u8dc3\u6709\u52a9\u4e8e\u4e86\u89e3\u548c\u9884\u6d4b\u5ba2\u6237\u7684\u9700\u6c42\u548c\u504f\u597d\uff0c\u4ece\u800c\u7559\u4f4f\u5ba2\u6237\u3002\u5bf9\u8fd9\u4e9b\u4fe1\u606f\u8fdb\u884c\u5feb\u901f\u5206\u6790\u5e76\u91c7\u53d6\u884c\u52a8\u7684\u80fd\u529b\u610f\u5473\u7740\u94f6\u884c\u4e0d\u4ec5\u80fd\u6ee1\u8db3\u5ba2\u6237\u7684\u671f\u671b\uff0c\u8fd8\u80fd\u8d85\u8d8a\u5ba2\u6237\u7684\u671f\u671b\uff0c\u4ece\u800c\u5de9\u56fa\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002\u8fd9\u79cd\u7531\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u65b9\u6cd5\u4f7f\u94f6\u884c\u80fd\u591f\u7075\u6d3b\u3001\u51c6\u786e\u5730\u9002\u5e94\u65b0\u5174\u5e02\u573a\u8d8b\u52bf\u548c\u5ba2\u6237\u9700\u6c42\uff0c\u4ece\u800c\u5728\u7ade\u4e89\u4e2d\u4fdd\u6301\u9886\u5148\u5730\u4f4d\u3002.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"686\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-template-1024x686.png\" alt=\"\" class=\"wp-image-39955\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-template-1024x686.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-template-300x201.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-template-768x514.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/04\/InvestGlass-template.png 1075w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u4e0d\u8981\u9519\u5931\u826f\u673a\u3002\u91c7\u7528 InvestGlass 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By integrating&nbsp;automation&nbsp;and&nbsp;data analytics, this solution optimizes sales workflows, enhances customer engagement, and improves decision-making processes. Notably,&nbsp;74% of businesses implementing generative AI&nbsp;have recovered their investment within the first year, with&nbsp;86% reporting revenue growth&nbsp;post-AI adoption (MarketTimes). 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