{"id":42431,"date":"2024-11-20T21:28:18","date_gmt":"2024-11-20T20:28:18","guid":{"rendered":"https:\/\/www.investglass.com\/?p=42431"},"modified":"2025-03-19T08:37:26","modified_gmt":"2025-03-19T07:37:26","slug":"%e5%88%a9%e7%94%a8%e6%8a%95%e8%b5%84%e9%95%9c%e5%83%8f%e4%bc%98%e5%8c%96%e6%95%b0%e5%ad%97%e5%8c%96%e5%85%a5%e8%81%8c%e6%b5%81%e7%a8%8b-%e5%bd%bb%e5%ba%95%e6%94%b9%e5%8f%98%e9%87%91%e8%9e%8d%e6%9c%8d","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/optimizing-digital-onboarding-with-investglass-revolutionizing-customer-experiences-for-financial-services\/","title":{"rendered":"\u4f7f\u7528 InvestGlass \u4f18\u5316\u6570\u5b57\u5316\u5165\u804c\uff1a\u9769\u65b0\u91d1\u878d\u670d\u52a1\u7684\u5ba2\u6237\u4f53\u9a8c"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u6570\u5b57\u5316\u5165\u804c\u6539\u53d8\u4e86\u91d1\u878d\u670d\u52a1\u4e1a\uff0c\u4e3a\u4f20\u7edf\u6d41\u7a0b\u63d0\u4f9b\u4e86\u65e0\u7f1d\u3001\u9ad8\u6548\u548c\u5ba2\u6237\u53cb\u597d\u7684\u66ff\u4ee3\u65b9\u6848\u3002InvestGlass \u63d0\u4f9b\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\uff0c\u8be5\u5e73\u53f0\u53ef\u7b80\u5316\u548c\u81ea\u52a8\u5316\u6570\u5b57\u5165\u804c\uff0c\u540c\u65f6\u786e\u4fdd\u9075\u5b88\u4e25\u683c\u7684 KYC\uff08\u4e86\u89e3\u60a8\u7684\u5ba2\u6237\uff09\u548c AML\uff08\u53cd\u6d17\u94b1\uff09\u6cd5\u89c4\u3002\u8ba9\u6211\u4eec\u6765\u63a2\u8ba8\u6570\u5b57\u5316\u5165\u804c\u5982\u4f55\u91cd\u5851\u91d1\u878d\u670d\u52a1\uff0c\u4ee5\u53ca InvestGlass \u5982\u4f55\u7ad9\u5728\u8fd9\u573a\u9769\u547d\u7684\u524d\u6cbf\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u6570\u5b57\u5316\u5165\u804c\u5982\u4f55\u964d\u4f4e\u94f6\u884c\u6210\u672c<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e6%95%b0%e5%ad%97%e5%85%a5%e8%81%8c\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u6570\u5b57\u5316\u5165\u804c\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"2991\">\u6570\u5b57\u5316\u5165\u804c<\/a> \u901a\u8fc7\u81ea\u52a8\u5316\u52b3\u52a8\u5bc6\u96c6\u578b\u6d41\u7a0b\u964d\u4f4e\u8fd0\u8425\u6210\u672c\u3002\u5177\u4f53\u65b9\u6cd5\u5982\u4e0b<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6d41\u7a0b\u81ea\u52a8\u5316<\/strong>:\u6570\u5b57\u5316\u5165\u804c\u6700\u5927\u7a0b\u5ea6\u5730\u51cf\u5c11\u4e86\u4eba\u5de5\u5e72\u9884\uff0c\u964d\u4f4e\u4e86\u4eba\u5458\u9700\u6c42\u548c\u4eba\u4e3a\u9519\u8bef\u3002.<\/li>\n\n\n\n<li><strong>\u7cbe\u7b80\u4e1a\u52a1<\/strong>:\u81ea\u52a8\u5316\u6d88\u9664\u4e86\u591a\u4f59\u7684\u6587\u4e66\u5de5\u4f5c\uff0c\u964d\u4f4e\u4e86\u8fd0\u8425\u6210\u672c\u3002.<\/li>\n\n\n\n<li><strong>\u63d0\u9ad8\u6548\u7387<\/strong>:\u5b9e\u65f6\u6570\u636e\u5904\u7406\u53ef\u52a0\u5feb\u540c\u65f6\u63a5\u5f85\u591a\u4e2a\u5ba2\u6237\u7684\u901f\u5ea6\u3002.<\/li>\n\n\n\n<li><strong>\u964d\u4f4e\u5408\u89c4\u6210\u672c<\/strong>:\u81ea\u52a8\u5316\u7cfb\u7edf\u53ef\u786e\u4fdd\u59cb\u7ec8\u5982\u4e00\u5730\u9075\u5b88\u76d1\u7ba1\u6807\u51c6\uff0c\u907f\u514d\u5904\u7f5a\u548c\u6cd5\u5f8b\u8d39\u7528\u3002.<\/li>\n\n\n\n<li><strong>\u66f4\u597d\u5730\u7559\u4f4f\u5ba2\u6237<\/strong>:\u987a\u7545\u7684\u5165\u804c\u4f53\u9a8c\u53ef\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\uff0c\u964d\u4f4e\u83b7\u53d6\u6210\u672c\u3002.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-1024x701.png\" alt=\"InvestGlass \u6570\u5b57\u5316\u5165\u804c\u89e3\u51b3\u65b9\u6848\" class=\"wp-image-40525\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-forms2-2024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u6570\u5b57\u5316\u5165\u804c\u89e3\u51b3\u65b9\u6848<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e86\u89e3 InvestGlass \u7684\u6570\u5b57\u5165\u804c KYC \u6d41\u7a0b<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u5316\u5165\u804c\u662f\u7b80\u5316 KYC\uff08\u4e86\u89e3\u60a8\u7684\u5ba2\u6237\uff09\u6d41\u7a0b\u7684\u53d8\u9769\u6027\u65b9\u6cd5\uff0c\u4f7f\u91d1\u878d\u673a\u6784\u80fd\u591f\u9ad8\u6548\u3001\u5b89\u5168\u5730\u9a8c\u8bc1\u5ba2\u6237\u8eab\u4efd\u3002InvestGlass \u5229\u7528 ChatGPT LLM \u7b49\u5c16\u7aef\u5de5\u5177\u4e0e\u5ba2\u6237\u8fdb\u884c\u4e92\u52a8\u4ea4\u6d41\uff0c\u5e76\u5229\u7528\u5f3a\u5927\u7684\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\u7cfb\u7edf\u6709\u6548\u7ba1\u7406\u548c\u9a8c\u8bc1\u5ba2\u6237\u6570\u636e\uff0c\u4f7f\u8fd9\u4e00\u6d41\u7a0b\u66f4\u8fdb\u4e00\u6b65\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u6570\u5b57\u5165\u804c KYC \u6d41\u7a0b\u7684\u5173\u952e\u6b65\u9aa4<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5f3a\u5316\u5c3d\u804c\u8c03\u67e5\uff08EDD\uff09<\/strong><br>\u5bf9\u4e8e\u9ad8\u98ce\u9669\u5ba2\u6237\uff0cInvestGlass \u63d0\u4f9b\u66f4\u6df1\u5165\u7684\u5ba1\u67e5\u9009\u9879\uff0c\u96c6\u6210\u4e86\u5236\u88c1\u68c0\u67e5\u3001\u653f\u6cbb\u516c\u4f17\u4eba\u7269 (PEP) \u7b5b\u9009\u548c\u4e0d\u5229\u5a92\u4f53\u641c\u7d22\u7b49\u5de5\u5177\u3002\u8be5\u5e73\u53f0\u7684\u5ba1\u6279\u5de5\u4f5c\u6d41\u6709\u52a9\u4e8e\u7b80\u5316\u548c\u7cbe\u786e\u8bb0\u5f55 EDD \u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8eab\u4efd\u9a8c\u8bc1<\/strong><br>\u5ba2\u6237\u63d0\u4f9b\u653f\u5e9c\u9881\u53d1\u7684\u8eab\u4efd\u8bc1\u4ef6\u6216\u5229\u7528\u751f\u7269\u8bc6\u522b\u5de5\u5177\uff08\u5982\u9762\u90e8\u8bc6\u522b\uff09\u8fdb\u884c\u5feb\u901f\u3001\u5b89\u5168\u7684\u8eab\u4efd\u9a8c\u8bc1\u3002InvestGlass \u5c06\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u6587\u4ef6\u9a8c\u8bc1\u4e0e\u65e0\u7f1d\u751f\u7269\u8bc6\u522b\u6280\u672f\u76f8\u7ed3\u5408\uff0c\u786e\u4fdd\u65e0\u969c\u788d\u3001\u51c6\u786e\u7684\u5165\u804c\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u5c3d\u804c\u8c03\u67e5 (CDD)<\/strong><br>InvestGlass \u91c7\u7528\u81ea\u52a8\u98ce\u9669\u5206\u6790\u548c\u4eba\u5de5\u667a\u80fd\u652f\u6301\u7684\u5206\u6790\u76f8\u7ed3\u5408\u7684\u65b9\u6cd5\uff0c\u5bf9\u5ba2\u6237\u6570\u636e\u8fdb\u884c\u6f5c\u5728\u6b3a\u8bc8\u6216\u975e\u6cd5\u6d3b\u52a8\u8bc4\u4f30\u3002\u901a\u8fc7\u53ef\u5b9a\u5236\u7684\u5de5\u4f5c\u6d41\u7a0b\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u5b9a\u5236\u5c3d\u804c\u8c03\u67e5\u6b65\u9aa4\uff0c\u4ee5\u6ee1\u8db3\u7279\u5b9a\u7684\u5408\u89c4\u6027\u548c\u4e1a\u52a1\u8981\u6c42\u3002.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"833\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel-1024x833.png\" alt=\"InvestGlass \u5ba1\u6279\u94fe\" class=\"wp-image-42351\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel-1024x833.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel-300x244.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel-768x625.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel-1536x1249.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/Investglasss-approval-serieparallel.png 2036w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u6295\u8d44\u73bb\u7483 <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=\"2992\">\u5ba1\u6279\u7a0b\u5e8f<\/a> \u94fe\u6761<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6301\u7eed\u76d1\u6d4b<\/strong><br>\u6301\u7eed\u76d1\u63a7\u5de5\u5177\u786e\u4fdd\u5ba2\u6237\u6d3b\u52a8\u7b26\u5408\u53cd\u6d17\u94b1\uff08AML\uff09\u548c KYC \u6cd5\u89c4\u3002InvestGlass \u5229\u7528\u5148\u8fdb\u7684\u8b66\u62a5\u548c\u8ddf\u8e2a\u7cfb\u7edf\u81ea\u52a8\u8fdb\u884c\u8fd9\u4e9b\u68c0\u67e5\uff0c\u4f7f\u673a\u6784\u80fd\u591f\u9886\u5148\u4e8e\u76d1\u7ba1\u8981\u6c42\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u5b66\u4e60\u5982\u4f55\u589e\u5f3a\u6570\u5b57\u5316\u5165\u804c\u57f9\u8bad<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" 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\" title=\"\u4eba\u5de5\u667a\u80fd\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"2990\">\u4eba\u5de5\u667a\u80fd<\/a> (\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u548c\u673a\u5668\u5b66\u4e60\uff08ML\uff09\u901a\u8fc7\u5b9e\u73b0\u590d\u6742\u6d41\u7a0b\u7684\u81ea\u52a8\u5316\u3001\u63d0\u9ad8\u51c6\u786e\u6027\u548c\u5b89\u5168\u6027\uff0c\u6b63\u5728\u6539\u53d8\u6570\u5b57\u5165\u804c\u65b9\u5f0f\u3002InvestGlass \u65e0\u7f1d\u96c6\u6210\u4e86\u8fd9\u4e9b\u6280\u672f\uff0c\u4e3a\u94f6\u884c\u548c\u91d1\u878d\u673a\u6784\u521b\u9020\u4e86\u7b80\u5316\u3001\u5408\u89c4\u7684\u5165\u804c\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u4eba\u5de5\u667a\u80fd\u548c ML \u5e26\u6765\u4ef7\u503c\u7684\u5173\u952e\u9886\u57df<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u8eab\u4efd\u9a8c\u8bc1<\/strong><br>\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u8eab\u4efd\u9a8c\u8bc1\u901a\u8fc7\u4ee5\u4e0b\u65b9\u5f0f\u7b80\u5316\u5e76\u52a0\u5feb\u4e86\u6d41\u7a0b\uff1a\n<ul class=\"wp-block-list\">\n<li>\u5c06\u8eab\u4efd\u8bc1\u7167\u7247\u4e0e\u5ba2\u6237\u751f\u7269\u7279\u5f81\uff08\u5982\u9762\u90e8\u8bc6\u522b\uff09\u76f8\u5339\u914d\u3002.<\/li>\n\n\n\n<li>\u5b9e\u65f6\u9a8c\u8bc1\u6587\u4ef6\uff0c\u51cf\u5c11\u4eba\u5de5\u5e72\u9884\u3002.<\/li>\n\n\n\n<li>\u9ad8\u7cbe\u5ea6\u68c0\u6d4b\u6587\u4ef6\u4e2d\u7684\u4e0d\u4e00\u81f4\u6216\u7be1\u6539\u884c\u4e3a\u3002.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u6b3a\u8bc8\u68c0\u6d4b<\/strong><br>\u667a\u80fd\u7b97\u6cd5\u901a\u8fc7\u4ee5\u4e0b\u65b9\u5f0f\u4e3b\u52a8\u9884\u9632\u6b3a\u8bc8\u884c\u4e3a\n<ul class=\"wp-block-list\">\n<li>\u8bc6\u522b\u4f2a\u9020\u8bc1\u4ef6\uff0c\u53d1\u73b0\u8868\u660e\u6b3a\u8bc8\u884c\u4e3a\u7684\u6a21\u5f0f\u3002.<\/li>\n\n\n\n<li>\u4e0d\u65ad\u4ece\u6570\u636e\u4e2d\u5b66\u4e60\uff0c\u4ee5\u9002\u5e94\u65b0\u51fa\u73b0\u7684\u6b3a\u8bc8\u7b56\u7565\u3002.<\/li>\n\n\n\n<li>\u91c7\u7528\u88ab\u52a8\u6b3a\u8bc8\u68c0\u6d4b\u6280\u672f\uff0c\u786e\u4fdd\u5ba2\u6237\u4f53\u9a8c\u987a\u7545\u3002.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u76d1\u7ba1\u5408\u89c4<\/strong><br>\u4eba\u5de5\u667a\u80fd\u901a\u8fc7\u4ee5\u4e0b\u65b9\u5f0f\u52a0\u5f3a\u5408\u89c4\u6d41\u7a0b\n<ul class=\"wp-block-list\">\n<li>\u53cd\u6d17\u94b1\u68c0\u67e5\u81ea\u52a8\u5316\uff0c\u5305\u62ec\u5236\u88c1\u7b5b\u67e5\u3001PEP \u76d1\u63a7\u548c\u8d1f\u9762\u5a92\u4f53\u5206\u6790\u3002.<\/li>\n\n\n\n<li>\u786e\u4fdd\u59cb\u7ec8\u5982\u4e00\u5730\u9075\u5b88\u5168\u7403\u76d1\u7ba1\u6846\u67b6\u3002.<\/li>\n\n\n\n<li>\u4e3a\u76d1\u7ba1\u62a5\u544a\u751f\u6210\u8be6\u7ec6\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u3002.<\/li>\n<\/ul>\n<\/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=\"832\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt-1024x832.png\" alt=\"InvestGlass \u667a\u80fd\u4ee3\u7406\u63d0\u793a\" class=\"wp-image-42365\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt-1024x832.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt-300x244.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt-768x624.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt-1536x1247.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/11\/InvestGlass-smartagent-prompt.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u667a\u80fd\u4ee3\u7406\u63d0\u793a<\/figcaption><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\"><strong>InvestGlass \u5982\u4f55\u5b9e\u73b0\u6570\u5b57\u5165\u804c\u6d41\u7a0b\u81ea\u52a8\u5316<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5229\u7528\u4eba\u5de5\u667a\u80fd\u548c ML \u5b9e\u73b0\u6570\u5b57\u5165\u804c\u5173\u952e\u73af\u8282\u7684\u81ea\u52a8\u5316\uff0c\u4f7f\u91d1\u878d\u673a\u6784\u80fd\u591f\u4e13\u6ce8\u4e8e\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u5408\u89c4\u6027\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6570\u636e\u6536\u96c6\u548c\u5904\u7406<\/strong>:<br>InvestGlass \u7684\u65e0\u4ee3\u7801\u8868\u5355\u4f7f\u91d1\u878d\u673a\u6784\u80fd\u591f\u9ad8\u6548\u5730\u6536\u96c6\u5ba2\u6237\u6570\u636e\uff0c\u5e76\u901a\u8fc7\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u9a8c\u8bc1\u68c0\u67e5\u786e\u4fdd\u6570\u636e\u7684\u51c6\u786e\u6027\u548c\u5b8c\u6574\u6027\u3002.<\/li>\n\n\n\n<li><strong>\u52a8\u6001\u98ce\u9669\u8bc4\u4f30<\/strong>:<br>\u4eba\u5de5\u667a\u80fd\u53ef\u5b9e\u65f6\u8bc4\u4f30\u5ba2\u6237\u6570\u636e\u4ee5\u5206\u914d\u98ce\u9669\u72b6\u51b5\uff0c\u81ea\u52a8\u5347\u7ea7\u9ad8\u98ce\u9669\u6848\u4f8b\u4ee5\u52a0\u5f3a\u5c3d\u804c\u8c03\u67e5\u3002.<\/li>\n\n\n\n<li><strong>\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b<\/strong>:<br>\u8be5\u5e73\u53f0\u53ef\u5b9e\u73b0\u591a\u6b65\u9aa4\u5ba1\u6279\u81ea\u52a8\u5316\uff0c\u6839\u636e\u9884\u5b9a\u4e49\u7684\u89c4\u5219\u548c\u98ce\u9669\u7b49\u7ea7\u5c06\u5ba2\u6237\u7533\u8bf7\u53d1\u9001\u7ed9\u9002\u5f53\u7684\u5229\u76ca\u76f8\u5173\u8005\u3002.<\/li>\n\n\n\n<li><strong>\u6b3a\u8bc8\u76d1\u6d4b\u548c\u9884\u9632<\/strong>:<br>\u96c6\u6210\u5f0f\u6b3a\u8bc8\u68c0\u6d4b\u7cfb\u7edf\u53ef\u8bc6\u522b\u5165\u804c\u8fc7\u7a0b\u4e2d\u7684\u5f02\u5e38\u60c5\u51b5\uff0c\u5e76\u5728\u4e0d\u4e2d\u65ad\u5ba2\u6237\u65c5\u7a0b\u7684\u60c5\u51b5\u4e0b\u63d0\u793a\u6f5c\u5728\u98ce\u9669\u3002.<\/li>\n\n\n\n<li><strong>KYC\/AML \u5408\u89c4\u81ea\u52a8\u5316<\/strong>:<br>\u4eba\u5de5\u667a\u80fd\u5904\u7406\u5927\u91cf\u5ba2\u6237\u6570\u636e\u4ee5\u786e\u4fdd\u5408\u89c4\u6027\uff0c\u5728\u4fdd\u6301\u51c6\u786e\u6027\u7684\u540c\u65f6\u51cf\u5c11\u4eba\u5de5\u5ba1\u6838\u7684\u9700\u8981\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>InvestGlass \u4e3a\u94f6\u884c\u63d0\u4f9b\u6570\u5b57\u5316\u5165\u804c\u670d\u52a1\u7684\u4f18\u52bf<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u589e\u5f3a\u5ba2\u6237\u4f53\u9a8c<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5ba2\u6237\u53ef\u4ee5\u5b8c\u5168\u5728\u7ebf\u5b8c\u6210\u5165\u804c\uff0c\u65e0\u9700\u4eb2\u81ea\u5230\u8bbf\u3002.<\/li>\n\n\n\n<li>\u7531\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u804a\u5929\u673a\u5668\u4eba\u53ef\u5f15\u5bfc\u7528\u6237\u5b8c\u6210\u6574\u4e2a\u6d41\u7a0b\uff0c\u5e76\u5b9e\u65f6\u89e3\u7b54\u7591\u95ee\u3002.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u63d0\u9ad8\u5ba2\u6237\u83b7\u53d6\u7387<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7b80\u5316\u548c\u76f4\u89c2\u7684\u5de5\u4f5c\u6d41\u7a0b\u51cf\u5c11\u4e86\u5165\u804c\u6469\u64e6\uff0c\u6700\u5927\u9650\u5ea6\u5730\u964d\u4f4e\u4e86\u653e\u5f03\u7387\u3002.<\/li>\n\n\n\n<li>\u591a\u8bed\u8a00\u652f\u6301\u548c\u79fb\u52a8\u53cb\u597d\u8868\u5355\u6269\u5927\u4e86\u4e0d\u540c\u5ba2\u6237\u7fa4\u7684\u53ef\u8bbf\u95ee\u6027\u3002.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u76d1\u7ba1\u5408\u89c4<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b9e\u65f6\u6570\u636e\u9a8c\u8bc1\u53ef\u786e\u4fdd\u94f6\u884c\u6709\u6548\u6ee1\u8db3 KYC \u548c AML \u6cd5\u89c4\u7684\u8981\u6c42\u3002.<\/li>\n\n\n\n<li>\u81ea\u52a8\u62a5\u544a\u5de5\u5177\u7b80\u5316\u4e86\u5408\u89c4\u7ba1\u7406\u548c\u5ba1\u8ba1\u5de5\u4f5c\u3002.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u6210\u672c\u6548\u76ca<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4eba\u5de5\u667a\u80fd\u548c ML \u53ef\u51cf\u5c11\u6570\u636e\u5904\u7406\u3001\u6b3a\u8bc8\u68c0\u6d4b\u548c\u5408\u89c4\u68c0\u67e5\u65b9\u9762\u7684\u4eba\u5de5\u52b3\u52a8\u9700\u6c42\u3002.<\/li>\n\n\n\n<li>\u81ea\u52a8\u5316\u5927\u5927\u8282\u7701\u4e86\u8fd0\u8425\u6210\u672c\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u6570\u5b57\u767b\u8239\u7684\u6311\u6218\u4e0e\u89e3\u51b3\u65b9\u6848<\/strong>g<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u867d\u7136\u6570\u5b57\u5316\u5165\u804c\u5e26\u6765\u4e86\u53d8\u9769\u6027\u7684\u4f18\u52bf\uff0c\u4f46\u4e5f\u5e26\u6765\u4e86\u72ec\u7279\u7684\u6311\u6218\u3002InvestGlass \u4ee5\u5f3a\u5927\u7684\u89e3\u51b3\u65b9\u6848\u5e94\u5bf9\u8fd9\u4e9b\u6311\u6218\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5408\u89c4\u7684\u590d\u6742\u6027<\/strong>:<br>InvestGlass \u901a\u8fc7\u81ea\u52a8 KYC\/AML \u5de5\u4f5c\u6d41\u7a0b\u548c\u76d1\u7ba1\u53d8\u5316\u5b9e\u65f6\u8b66\u62a5\u7b80\u5316\u5408\u89c4\u6027\u3002.<\/li>\n\n\n\n<li><strong>\u9884\u9632\u6b3a\u8bc8<\/strong>:<br>\u5148\u8fdb\u7684 ML \u6a21\u578b\u53ef\u68c0\u6d4b\u548c\u9632\u6b62\u6b3a\u8bc8\u6d3b\u52a8\uff0c\u800c\u4e0d\u4f1a\u7ed9\u7528\u6237\u4f53\u9a8c\u5e26\u6765\u6469\u64e6\u3002.<\/li>\n\n\n\n<li><strong>\u7528\u6237\u4f53\u9a8c<\/strong>:<br>\u79fb\u52a8\u4f18\u5316\u7684\u5b9a\u5236\u8868\u5355\u548c\u4eba\u5de5\u667a\u80fd\u8f85\u52a9\u804a\u5929\u673a\u5668\u4eba\u53ef\u786e\u4fdd\u4e3a\u5ba2\u6237\u63d0\u4f9b\u6d41\u7545\u76f4\u89c2\u7684\u6d41\u7a0b\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u603b\u7ed3\uff1a\u4f7f\u7528 InvestGlass \u589e\u5f3a\u6570\u5b57\u5316\u5165\u804c\u57f9\u8bad\u7684\u80fd\u529b<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u91d1\u878d\u673a\u6784\u5bfb\u6c42\u5f7b\u5e95\u6539\u53d8\u5165\u804c\u6d41\u7a0b\u7684\u7ec8\u6781\u89e3\u51b3\u65b9\u6848\u3002InvestGlass \u62e5\u6709\u53ef\u5b9a\u5236\u7684\u65e0\u4ee3\u7801\u8868\u5355\u3001\u7528\u4e8e\u5b89\u5168\u8eab\u4efd\u9a8c\u8bc1\u7684\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u5de5\u5177\u4ee5\u53ca\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\uff0c\u53ef\u7b80\u5316\u590d\u6742\u6d41\u7a0b\uff0c\u540c\u65f6\u786e\u4fdd\u5408\u89c4\u6027\u5e76\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8be5\u5e73\u53f0\u7684\u79fb\u52a8\u517c\u5bb9\u6027\u4fdd\u8bc1\u4e86\u5728\u6240\u6709\u8bbe\u5907\u4e0a\u7684\u65e0\u7f1d\u4f53\u9a8c\uff0c\u6ee1\u8db3\u4e86\u73b0\u4ee3\u5ba2\u6237\u5bf9\u4fbf\u5229\u6027\u7684\u9700\u6c42\u3002\u6b64\u5916\uff0cInvestGlass \u4ee5\u6781\u5177\u7ade\u4e89\u529b\u7684\u4ef7\u683c\u63d0\u4f9b\u8fd9\u4e9b\u53d8\u9769\u6027\u7684\u529f\u80fd\uff0c\u4f7f\u5176\u6210\u4e3a\u5404\u79cd\u89c4\u6a21\u7684\u673a\u6784\u90fd\u80fd\u4f7f\u7528\u7684\u3001\u5177\u6709\u6210\u672c\u6548\u76ca\u7684\u9009\u62e9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5c06 InvestGlass \u6574\u5408\u5230\u60a8\u7684\u8fd0\u8425\u4e2d\uff0c\u60a8\u53ef\u4ee5\u7b80\u5316\u5165\u804c\u6d41\u7a0b\uff0c\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u5e76\u4fdd\u6301\u4e25\u683c\u7684\u5408\u89c4\u6027\u3002\u5229\u7528 InvestGlass \u7684\u521b\u65b0\u89e3\u51b3\u65b9\u6848\uff0c\u62e5\u62b1\u6570\u5b57\u5165\u804c\u7684\u672a\u6765\uff0c\u8ba9\u60a8\u7684\u673a\u6784\u8d70\u5411\u6210\u529f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7acb\u5373\u8f6c\u53d8\u60a8\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u4f53\u9a8c\u65e0\u4e0e\u4f26\u6bd4\u7684\u6548\u7387\u548c\u589e\u957f<\/strong> \u548c\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7 InvestGlass \u8d70\u8fdb\u6570\u5b57\u94f6\u884c\u7684\u672a\u6765\uff01<\/p>","protected":false},"excerpt":{"rendered":"<p>Digital onboarding has transformed the financial services industry, offering a seamless, efficient, and customer-friendly alternative to traditional processes. At InvestGlass, we provide a Swiss sovereign CRM platform that simplifies and automates digital onboarding while ensuring compliance with stringent KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations. Let\u2019s explore how digital onboarding reshapes financial services [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":38347,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45],"class_list":["post-42431","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 v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Optimizing Digital Onboarding with InvestGlass<\/title>\n<meta name=\"description\" content=\"Streamline your digital onboarding process with InvestGlass. Enhance customer experiences with our efficient, automated solutions.\" \/>\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\/\u5229\u7528\u6295\u8d44\u955c\u50cf\u4f18\u5316\u6570\u5b57\u5316\u5165\u804c\u6d41\u7a0b-\u5f7b\u5e95\u6539\u53d8\u91d1\u878d\u670d\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Optimizing Digital Onboarding with InvestGlass: Revolutionizing Customer Experiences for Financial Services\" \/>\n<meta property=\"og:description\" content=\"Digital onboarding has transformed the financial services industry, offering a seamless, efficient, and customer-friendly alternative to traditional\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u5229\u7528\u6295\u8d44\u955c\u50cf\u4f18\u5316\u6570\u5b57\u5316\u5165\u804c\u6d41\u7a0b-\u5f7b\u5e95\u6539\u53d8\u91d1\u878d\u670d\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2024-11-20T20:28:18+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-19T07:37:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/uhvrvdr7pg.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\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\" 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