{"id":45786,"date":"2025-05-13T11:23:00","date_gmt":"2025-05-13T09:23:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=45786"},"modified":"2025-03-21T10:46:06","modified_gmt":"2025-03-21T09:46:06","slug":"%e6%8e%8c%e6%8f%a1%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%ae%a2%e6%88%b7%e5%85%a5%e8%81%8c%e6%88%90%e5%8a%9f%e7%9a%84%e9%a1%b6%e7%ba%a7%e7%ad%96%e7%95%a5","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/mastering-customer-onboarding-in-banking-top-strategies-for-success\/","title":{"rendered":"\u638c\u63e1\u94f6\u884c\u4e1a\u5ba2\u6237\u5165\u804c\u6280\u5de7\uff1a\u6210\u529f\u7684\u9876\u7ea7\u7b56\u7565"},"content":{"rendered":"<p 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href=\"https:\/\/www.investglass.com\/zh\/%e4%bc%81%e4%b8%9a%e9%93%b6%e8%a1%8c%e5%85%a5%e8%81%8c%e6%b5%81%e7%a8%8b%e9%a1%bb%e7%9f%a5\/\" target=\"_self\" rel=\"noopener noreferrer\">\u94f6\u884c\u4e1a\u7684\u5165\u804c\u57f9\u8bad<\/a> \u5f3a\u8c03\u4ee5\u6570\u5b57\u4e3a\u5148\u7684\u65e0\u7f1d\u4f53\u9a8c\uff0c\u4ee5\u63d0\u9ad8\u5fe0\u8bda\u5ea6\u548c\u6ee1\u610f\u5ea6\u3002.<\/p><\/li>\n\n\n\n<li><p>\u4f20\u7edf\u7684\u5165\u804c\u6d41\u7a0b\u9762\u4e34\u7740\u6548\u7387\u4f4e\u4e0b\u3001\u7a0b\u5e8f\u5197\u957f\u7b49\u91cd\u5927\u6311\u6218\uff0c\u56e0\u6b64\u6709\u5fc5\u8981\u91c7\u7528\u6570\u5b57\u5316\u89e3\u51b3\u65b9\u6848\u3002.<\/p><\/li>\n\n\n\n<li><p>\u5229\u7528\u6280\u672f\u548c\u6570\u636e\u5206\u6790\uff0c\u94f6\u884c\u53ef\u4ee5\u4f18\u5316\u5165\u804c\u6d41\u7a0b\uff0c\u52a0\u5f3a\u5408\u89c4\u6027\uff0c\u5e76\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-customer-onboarding-in-banking\">\u4e86\u89e3\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u5165\u804c\u670d\u52a1<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-LeadCapture-2024-3b398931-1-1-1024x701.png\" alt=\"InvestGlass \u7b80\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\" class=\"wp-image-45833\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-LeadCapture-2024-3b398931-1-1-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-LeadCapture-2024-3b398931-1-1-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-LeadCapture-2024-3b398931-1-1-768x525.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-LeadCapture-2024-3b398931-1-1-1536x1051.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-LeadCapture-2024-3b398931-1-1.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u7b80\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0\u94f6\u884c\u5ba2\u6237\u7684\u5165\u804c\u6d41\u7a0b\u662f\u57f9\u517b\u6301\u4e45\u5ba2\u6237\u5173\u7cfb\u7684\u5173\u952e\u7b2c\u4e00\u6b65\u3002\u5b83\u5305\u62ec\u5c06\u8fd9\u4e9b\u4eba\u7eb3\u5165\u94f6\u884c\u7684\u6846\u67b6\uff0c\u540c\u65f6\u786e\u4fdd\u4ed6\u4eec\u7406\u89e3\u5e76\u719f\u7ec3\u4f7f\u7528\u94f6\u884c\u63d0\u4f9b\u7684\u670d\u52a1\u3002\u5ba2\u6237\u5165\u804c\u9636\u6bb5\u4e0d\u4ec5\u4ec5\u662f\u7b80\u5355\u5730\u5f00\u7acb\u8d26\u6237\uff0c\u66f4\u91cd\u8981\u7684\u662f\u5728\u5ba2\u6237\u5f00\u59cb\u94f6\u884c\u4e4b\u65c5\u7684\u65f6\u5019\uff0c\u8ba9\u4ed6\u4eec\u611f\u53d7\u5230\u6e29\u6696\u548c\u611f\u6fc0\u3002\u6709\u6548\u7684\u521d\u59cb\u9636\u6bb5\u53ef\u4ee5\u5efa\u7acb\u4e00\u4e2a\u6301\u4e45\u7684\u57fa\u7840\uff0c\u4fc3\u8fdb\u5ba2\u6237\u7684\u5fe0\u8bda\u5ea6\u548c\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u6280\u672f\u7684\u8fdb\u6b65\u7b80\u5316\u4e86\u4f20\u7edf\u7684\u65b9\u6cd5\uff0c\u6570\u5b57\u5ba2\u6237\u5165\u804c\u670d\u52a1\u6700\u5927\u7a0b\u5ea6\u5730\u51cf\u5c11\u4e86\u6574\u5408\u65b0\u5ba2\u6237\u6240\u9700\u7684\u65f6\u95f4\u548c\u7cbe\u529b\uff0c\u4ece\u800c\u6539\u53d8\u4e86\u94f6\u884c\u7684\u9762\u8c8c\u3002\u5728\u8fd9\u4e00\u9636\u6bb5\uff0c\u94f6\u884c\u4f18\u5148\u8003\u8651\u5ba2\u6237\u9700\u6c42\uff0c\u63d0\u4f9b\u5f00\u653e\u3001\u7b80\u5316\u7684\u8fdc\u7a0b\u4f53\u9a8c\uff0c\u4ece\u800c\u63d0\u9ad8\u6574\u4f53\u6ee1\u610f\u5ea6\uff0c\u8fd9\u5bf9\u4fdd\u6301\u957f\u671f\u5ba2\u6237\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u5ba2\u6237\u5165\u804c\u662f\u94f6\u884c\u4e1a\u7684\u4e00\u4e2a\u5173\u952e\u6d41\u7a0b\uff0c\u5b83\u4e3a\u6574\u4e2a\u5ba2\u6237\u5173\u7cfb\u5960\u5b9a\u4e86\u57fa\u8c03\u3002\u8fd9\u662f\u5ba2\u6237\u4e0e\u94f6\u884c\u7684\u7b2c\u4e00\u6b21\u4e92\u52a8\uff0c\u987a\u5229\u7684\u5165\u804c\u6d41\u7a0b\u53ef\u4ee5\u663e\u8457\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\u3001\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u5e76\u63a8\u52a8\u4e1a\u52a1\u589e\u957f\u3002\u4e00\u4e2a\u6267\u884c\u826f\u597d\u7684\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u4e0d\u4ec5\u4ec5\u662f\u4e3a\u4e86\u6b22\u8fce\u65b0\u5ba2\u6237\uff0c\u5b83\u5728\u963b\u6b62\u6b3a\u8bc8\u8005\u3001\u6355\u6349\u53ef\u7591\u6d3b\u52a8\u548c\u786e\u4fdd\u76d1\u7ba1\u5408\u89c4\u65b9\u9762\u4e5f\u53d1\u6325\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5f53\u4eca\u7ade\u4e89\u6fc0\u70c8\u7684\u94f6\u884c\u4e1a\u73af\u5883\u4e2d\uff0c\u65e0\u7f1d\u5165\u804c\u6d41\u7a0b\u7684\u91cd\u8981\u6027\u600e\u4e48\u5f3a\u8c03\u90fd\u4e0d\u4e3a\u8fc7\u3002\u5b83\u6709\u52a9\u4e8e\u5efa\u7acb\u5ba2\u6237\u5bf9\u94f6\u884c\u670d\u52a1\u7684\u4fe1\u4efb\u548c\u4fe1\u5fc3\uff0c\u8ba9\u5ba2\u6237\u4ece\u4e00\u5f00\u59cb\u5c31\u611f\u53d7\u5230\u94f6\u884c\u7684\u91cd\u89c6\u548c\u8d5e\u8d4f\u3002\u901a\u8fc7\u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u4f18\u5148\u91c7\u7528\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u65b9\u6cd5\uff0c\u94f6\u884c\u53ef\u4ee5\u4e3a\u5ba2\u6237\u7684\u957f\u671f\u5fe0\u8bda\u5ea6\u548c\u4fdd\u7559\u7387\u5960\u5b9a\u575a\u5b9e\u7684\u57fa\u7840\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-traditional-onboarding-challenges-in-banking\">\u94f6\u884c\u4e1a\u4f20\u7edf\u7684\u5165\u804c\u6311\u6218<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u4e1a\u4f20\u7edf\u7684\u5165\u804c\u6d41\u7a0b\u5386\u6765\u6548\u7387\u4f4e\u4e0b\uff0c\u5982\u5197\u957f\u3001\u7eb8\u8d28\u5de5\u4f5c\u7e41\u91cd\u7684\u7a0b\u5e8f\uff0c\u4ee5\u53ca\u5bfc\u81f4\u5ba2\u6237\u4e0d\u6ee1\u548c\u632b\u6298\u7684\u5f3a\u5236\u6027\u9762\u8c08\u3002\u8fd9\u4e9b\u4eba\u5de5\u5165\u804c\u64cd\u4f5c\u7684\u6301\u7eed\u65f6\u95f4\u5dee\u522b\u5f88\u5927\uff0c\u5927\u7ea6\u9700\u8981 43 \u5230 64 \u5929\uff0c\u751a\u81f3\u5e73\u5747\u957f\u8fbe 8 \u4e2a\u6708\u3002\u4e00\u4e2a\u7b80\u5355\u7684\u6587\u4e66\u9519\u8bef\u5c31\u53ef\u80fd\u5bfc\u81f4\u5ba2\u6237\u5fc5\u987b\u91cd\u65b0\u63d0\u4ea4\u6587\u4ef6\uff0c\u4ece\u800c\u4f7f\u672c\u5df2\u5197\u957f\u7684\u6d41\u7a0b\u5ef6\u957f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u4f20\u7edf\u7684\u5165\u804c\u57f9\u8bad\u8fc7\u7a0b\u4e2d\uff0c\u591a\u4e2a\u90e8\u95e8\u4e4b\u95f4\u7684\u534f\u4f5c\u5f80\u5f80\u4f1a\u5bfc\u81f4\u8fd0\u8425\u5835\u585e\u3002\u6bcf\u4e2a\u90e8\u95e8\u7684\u53c2\u4e0e\u90fd\u53ef\u80fd\u5bfc\u81f4\u5ef6\u8bef\u548c\u8fd0\u8425\u8d39\u7528\u6fc0\u589e\uff0c\u4ece\u800c\u5f71\u54cd\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u95ee\u9898\u7a81\u51fa\u8868\u660e\uff0c\u91d1\u878d\u673a\u6784\u4e9f\u9700\u5b9e\u65bd\u9ad8\u6548\u7684\u6570\u5b57\u6218\u7565\uff0c\u4ee5\u7b80\u5316\u5165\u804c\u6d41\u7a0b\u5e76\u63d0\u5347\u6574\u4f53\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-technological-advancements-transforming-customer-onboarding\">\u6280\u672f\u8fdb\u6b65\u6539\u53d8\u5ba2\u6237\u5165\u804c\u65b9\u5f0f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6280\u672f\u7684\u8fdb\u6b65\u5f7b\u5e95\u6539\u53d8\u4e86\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u3002Backbase \u548c Whatfix \u7b49\u521b\u65b0\u5e73\u53f0\u53ef\u4e3a\u91d1\u878d\u673a\u6784\u63d0\u4f9b\u4ee5\u4e0b\u65b9\u9762\u7684\u652f\u6301 <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bb%80%e4%b9%88%e6%98%af%e6%95%b0%e5%ad%97%e9%93%b6%e8%a1%8c-%e6%8e%a2%e7%b4%a2%e5%85%b6%e4%bc%98%e5%8a%bf%e5%92%8c%e9%a3%8e%e9%99%a9\/\" target=\"_self\" rel=\"noopener noreferrer\">\u6570\u5b57\u94f6\u884c<\/a>, \u901a\u8fc7\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u5b66\u4e60\u6280\u672f\uff0c\u8fd9\u4e9b\u7cfb\u7edf\u53ef\u4ee5\u5229\u7528\u5ba2\u6237\u7684\u6570\u636e\u4e3a\u5ba2\u6237\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u5373\u65f6\u5e2e\u52a9\uff0c\u7ba1\u7406\u7528\u6237\u5e76\u7b80\u5316\u5f00\u6237\u6d41\u7a0b\uff0c\u4ece\u800c\u521b\u9020\u66f4\u9ad8\u6548\u3001\u66f4\u4e2a\u6027\u5316\u7684\u5165\u804c\u4f53\u9a8c\u3002\u901a\u8fc7\u5229\u7528\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u5b66\u4e60\u6280\u672f\uff0c\u8fd9\u4e9b\u7cfb\u7edf\u53ef\u4ee5\u5229\u7528\u5ba2\u6237\u7684\u6570\u636e\uff0c\u9488\u5bf9\u5ba2\u6237\u7684\u4e2a\u6027\u5316\u9700\u6c42\u63d0\u4f9b\u5373\u65f6\u5e2e\u52a9\uff0c\u4ece\u800c\u6539\u8fdb\u6574\u4e2a\u5f00\u6237\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u81ea\u52a8\u5316\u6280\u672f\u6574\u5408\u5230\u5165\u804c\u6d41\u7a0b\u4e2d\uff0c\u51cf\u5c11\u4e86\u5bf9\u4eba\u5de5\u8f93\u5165\u7684\u4f9d\u8d56\uff0c\u5927\u5927\u63d0\u9ad8\u4e86\u5de5\u4f5c\u6548\u7387\uff0c\u540c\u65f6\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u4e86\u9519\u8bef\u3002\u4f8b\u5982\uff0c\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u804a\u5929\u673a\u5668\u4eba\u53ef\u4ee5\u5728\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u7684\u6574\u4e2a\u8fc7\u7a0b\u4e2d\u63d0\u4f9b\u5b9e\u65f6\u5e2e\u52a9\uff0c\u5373\u65f6\u89e3\u51b3\u5ba2\u6237\u7684\u54a8\u8be2\u3002\u8fd9\u79cd\u53c2\u4e0e\u5ea6\u7684\u63d0\u9ad8\u4e0d\u4ec5\u6539\u5584\u4e86\u7528\u6237\u4f53\u9a8c\uff0c\u8fd8\u51cf\u5c11\u4e86\u6f5c\u5728\u5ba2\u6237\u56e0\u968f\u65f6\u53ef\u83b7\u5f97\u5e2e\u52a9\u800c\u653e\u5f03\u7a0b\u5e8f\u7684\u60c5\u51b5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whatfix \u7b49\u6570\u5b57\u5316\u5e94\u7528\u5de5\u5177\u53ef\u5728\u5e94\u7528\u7a0b\u5e8f\u4e2d\u63d0\u4f9b\u76f4\u89c2\u7684\u6307\u5bfc\uff0c\u4ece\u800c\u7b80\u5316\u5ba2\u6237\u5165\u804c\u8fc7\u7a0b\u4e2d\u7684\u5bfc\u822a\uff0c\u65e0\u8bba\u4e2a\u4eba\u7684\u6280\u672f\u719f\u7ec3\u7a0b\u5ea6\u5982\u4f55\uff0c\u90fd\u80fd\u786e\u4fdd\u6d88\u8d39\u8005\u8f7b\u677e\u5b8c\u6210\u7aef\u5230\u7aef\u7684\u5165\u804c\u8fc7\u7a0b\u3002 \u901a\u8fc7\u91c7\u7528\u6280\u672f\u6539\u8fdb\u5b9e\u73b0\u73b0\u4ee3\u5316\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u5728\u5ba2\u6237\u9002\u5e94\u9636\u6bb5\u5b9e\u73b0\u65e0\u7f1d\u7684\u6548\u7387\uff0c\u6ee1\u8db3\u5f53\u4ee3\u6d88\u8d39\u8005\u7684\u670d\u52a1\u671f\u671b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-steps-involved-in-the-digital-customer-onboarding-process\">\u6570\u5b57\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u7684\u6b65\u9aa4<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/getty-images-Z7CuztPuZMQ-unsplash-1024x683.jpg\" alt=\"\u6570\u5b57\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u7684\u6b65\u9aa4\" class=\"wp-image-45847\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/getty-images-Z7CuztPuZMQ-unsplash-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/getty-images-Z7CuztPuZMQ-unsplash-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/getty-images-Z7CuztPuZMQ-unsplash-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/getty-images-Z7CuztPuZMQ-unsplash-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/getty-images-Z7CuztPuZMQ-unsplash-scaled.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u6570\u5b57\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u7684\u6b65\u9aa4<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u5305\u62ec\u4e00\u7cfb\u5217\u91cd\u8981\u884c\u52a8\uff0c\u65e8\u5728\u4e3a\u65b0\u5ba2\u6237\u63d0\u4f9b\u4e00\u4e2a\u8f7b\u677e\u6709\u6548\u7684\u5f00\u7aef\u3002\u9996\u5148\u662f\u9996\u6b21\u63a5\u89e6\uff0c\u5728\u6b64\u671f\u95f4\uff0c\u91d1\u878d\u673a\u6784\u6b22\u8fce\u65b0\u5ba2\u6237\u5e76\u6536\u96c6\u4ed6\u4eec\u7684\u8be6\u7ec6\u8d44\u6599\uff0c\u4ee5\u4fbf\u6df1\u5165\u4e86\u89e3\u4ed6\u4eec\u7684\u8981\u6c42\u548c\u504f\u597d\u3002\u968f\u540e\uff0c\u5728\u5f00\u6237\u9636\u6bb5\uff0c\u5ba2\u6237\u88ab\u8981\u6c42\u63d0\u4f9b\u5efa\u7acb\u8d26\u6237\u6240\u9700\u7684\u76f8\u5173\u4fe1\u606f\u548c\u6587\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6574\u4e2a\u5165\u804c\u6d41\u7a0b\u4e2d\u63d0\u4f9b\u5b9e\u65f6\u5ba2\u6237\u652f\u6301\u5bf9\u4e8e\u4fdd\u6301\u8f83\u9ad8\u7684\u53c2\u4e0e\u5ea6\u81f3\u5173\u91cd\u8981\uff0c\u540c\u65f6\u8fd8\u80fd\u51cf\u5c11\u6f5c\u5728\u5ba2\u6237\u4e2d\u9014\u653e\u5f03\u7a0b\u5e8f\u7684\u60c5\u51b5\u3002\u94f6\u884c\u5e94\u6574\u5408 <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bb%80%e4%b9%88%e6%98%af%e8%ba%ab%e4%bb%bd%e9%aa%8c%e8%af%81%ef%bc%9f\/\" target=\"_self\" rel=\"noopener noreferrer\">\u6570\u5b57\u8eab\u4efd\u9a8c\u8bc1<\/a> \u4f5c\u4e3a\u8be5\u6218\u7565\u7684\u4e00\u90e8\u5206\uff0c\u5728\u8fd9\u4e9b\u521d\u59cb\u9636\u6bb5\uff0c\u8981\u786e\u4fdd\u5b89\u5168\u800c\u5e73\u7a33\u7684\u8fc7\u6e21\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5173\u4e8e\u9009\u62e9\u9002\u5f53\u7684\u5165\u804c\u5de5\u5177\u3001\u7b80\u5316\u6ce8\u518c\u7a0b\u5e8f\u548c\u5b9e\u65bd\u8eab\u4efd\u9a8c\u8bc1\u6570\u5b57\u673a\u5236\u7684\u8be6\u7ec6\u7814\u7a76\uff0c\u5c06\u5728\u968f\u540e\u7684\u5206\u8282\u4e2d\u4ecb\u7ecd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-selecting-the-right-onboarding-tool\">\u9009\u62e9\u5408\u9002\u7684\u5165\u804c\u5de5\u5177<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u6709\u6548\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u9009\u62e9\u5408\u9002\u7684\u5ba2\u6237\u5165\u804c\u5de5\u5177\u81f3\u5173\u91cd\u8981\u3002\u91d1\u878d\u673a\u6784\u5f3a\u70c8\u63a8\u8350\u7684\u9009\u62e9\u5305\u62ec Whatfix\u3001Backbase\u3001Q2 Gro\u3001Moxo \u548c Fenergo\u3002\u6bcf\u79cd\u5de5\u5177\u90fd\u63d0\u4f9b\u5404\u79cd\u529f\u80fd\uff0c\u53ef\u4ee5\u6539\u5584\u6574\u4f53\u5165\u804c\u4f53\u9a8c\uff0c\u4f8b\u5982\uff0cWhatfix \u63d0\u4f9b\u4e86\u4e00\u4e2a\u65e0\u4ee3\u7801\u5e73\u53f0\uff0c\u7528\u4e8e\u521b\u5efa\u5e94\u7528\u5185\u6307\u5357\u548c\u6e05\u5355\uff0c\u4ece\u800c\u7b80\u5316\u4e86\u5165\u804c\u6b65\u9aa4\u7684\u5bfc\u822a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u5728\u9009\u62e9\u5165\u804c\u89e3\u51b3\u65b9\u6848\u65f6\uff0c\u5e94\u4ed4\u7ec6\u8bc4\u4f30\u67d0\u4e9b\u65b9\u9762\uff0c\u4f8b\u5982\u5b89\u5168\u8ba4\u8bc1\u3001\u4e0e\u5176\u5b83\u7cfb\u7edf\u7684\u96c6\u6210\u7a0b\u5ea6\u4ee5\u53ca <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bb%80%e4%b9%88%e6%98%af%e5%ae%a2%e6%88%b7%e6%9c%8d%e5%8a%a1\/\" target=\"_self\" rel=\"noopener noreferrer\">\u5ba2\u6237\u670d\u52a1<\/a> \u63d0\u4f9b\u3002\u7406\u60f3\u7684\u9009\u62e9\u4f1a\u4f7f\u5ba2\u6237\u5165\u804c\u7684\u6574\u4e2a\u8fc7\u7a0b\u66f4\u52a0\u987a\u7545\uff0c\u4ece\u800c\u51cf\u5c11\u5ba2\u6237\u6d41\u5931\uff0c\u540c\u65f6\u63d0\u9ad8\u65b0\u5ba2\u6237\u7684\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u8d44\u6e90\u6295\u5165\u5230\u5168\u9762\u7684\u5ba2\u6237\u5165\u804c\u5de5\u5177\u4e2d\uff0c\u662f\u5b9e\u73b0\u8f7b\u677e\u6709\u6548\u5730\u5c06\u5ba2\u6237\u7eb3\u5165\u4ee5\u4e0b\u7cfb\u7edf\u7684\u5173\u952e <a href=\"https:\/\/www.investglass.com\/zh\/%e9%93%b6%e8%a1%8c%e5%8d%b3%e6%9c%8d%e5%8a%a1-baas-%e5%a6%82%e4%bd%95%e8%bf%90%e4%bd%9c\/\">\u94f6\u884c\u670d\u52a1<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-simplifying-the-sign-up-process\">\u7b80\u5316\u6ce8\u518c\u6d41\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b80\u5316\u5f00\u6237\u6d41\u7a0b\u5bf9\u4e8e\u6210\u529f\u5438\u5f15\u5ba2\u6237\u81f3\u5173\u91cd\u8981\u3002\u901a\u8fc7\u5728\u7ebf\u5e73\u53f0\u548c\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u63d0\u9ad8\u6ce8\u518c\u7a0b\u5e8f\u7684\u53ef\u8bbf\u95ee\u6027\u548c\u53ef\u7528\u6027\uff0c\u4f01\u4e1a\u53ef\u4ee5\u63d0\u9ad8\u5b8c\u6210\u7387\u5e76\u63d0\u5347\u6574\u4f53\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002\u5f00\u6237\u6d41\u7a0b\u4e2d\u8fc7\u4e8e\u590d\u6742\u7684\u6b65\u9aa4\u4f1a\u8ba9\u6f5c\u5728\u5ba2\u6237\u671b\u800c\u5374\u6b65\uff0c\u56e0\u6b64\u5fc5\u987b\u5c3d\u53ef\u80fd\u51cf\u5c11\u8fd9\u4e9b\u6b65\u9aa4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6574\u5408\u5165\u804c\u6838\u5bf9\u8868\u548c\u4e92\u52a8\u6307\u5357\u7b49\u5de5\u5177\u53ef\u5e2e\u52a9\u5ba2\u6237\u6beb\u4e0d\u8d39\u529b\u5730\u5b8c\u6210\u6ce8\u518c\u9636\u6bb5\u3002\u5728\u63d0\u4f9b\u5168\u5929\u5019\u81ea\u52a9\u670d\u52a1\u652f\u6301\u7684\u540c\u65f6\uff0c\u6574\u5408\u8fdb\u5ea6\u6307\u6807\u7b49\u5f15\u4eba\u5165\u80dc\u7684\u6e38\u620f\u5316\u529f\u80fd\uff0c\u6781\u5927\u5730\u4e30\u5bcc\u4e86\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u521b\u5efa\u8d26\u6237\u65f6\u4e0e\u5ba2\u6237\u8fdb\u884c\u7b80\u5355\u660e\u4e86\u7684\u521d\u6b21\u4e92\u52a8\uff0c\u4e0d\u4ec5\u80fd\u7ed9\u5ba2\u6237\u7559\u4e0b\u826f\u597d\u7684\u7b2c\u4e00\u5370\u8c61\uff0c\u8fd8\u80fd\u6fc0\u52b1\u7528\u6237\u987a\u5229\u5b8c\u6210\u6574\u4e2a\u5165\u804c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-welcome-new-customers-and-collect-data\">\u6b22\u8fce\u65b0\u5ba2\u6237\u5e76\u6536\u96c6\u6570\u636e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u63a5\u5f85\u65b0\u5ba2\u6237\u548c\u6536\u96c6\u6570\u636e\u662f\u5165\u804c\u6d41\u7a0b\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\u3002\u8fd9\u79cd\u6700\u521d\u7684\u4e92\u52a8\u4e3a\u94f6\u884c\u63d0\u4f9b\u4e86\u6536\u96c6\u5ba2\u6237\u9700\u6c42\u3001\u504f\u597d\u548c\u76ee\u6807\u4fe1\u606f\u7684\u5b9d\u8d35\u673a\u4f1a\u3002\u901a\u8fc7\u4e86\u89e3\u8fd9\u4e9b\u65b9\u9762\uff0c\u94f6\u884c\u53ef\u4ee5\u4e2a\u6027\u5316\u5165\u804c\u4f53\u9a8c\uff0c\u5411\u5ba2\u6237\u4ecb\u7ecd\u5176\u4ed6\u4ea7\u54c1\u6216\u670d\u52a1\uff0c\u5e76\u6700\u7ec8\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5305\u62ec\u6570\u636e\u6536\u96c6\u5728\u5185\u7684\u7ed3\u6784\u5408\u7406\u7684\u5165\u804c\u6d41\u7a0b\u8fd8\u80fd\u5e2e\u52a9\u94f6\u884c\u8bc6\u522b\u6469\u64e6\u9886\u57df\u5e76\u7b80\u5316\u6574\u4f53\u5ba2\u6237\u4f53\u9a8c\u3002\u901a\u8fc7\u5229\u7528\u5ba2\u6237\u6570\u636e\uff0c\u94f6\u884c\u53ef\u4ee5\u521b\u5efa\u6ee1\u8db3\u4e2a\u4eba\u9700\u6c42\u7684\u91cf\u8eab\u5b9a\u5236\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u4f7f\u8be5\u6d41\u7a0b\u66f4\u5177\u5438\u5f15\u529b\u548c\u6548\u7387\u3002\u8fd9\u4e0d\u4ec5\u80fd\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u8fd8\u80fd\u7ed9\u5ba2\u6237\u7559\u4e0b\u826f\u597d\u7684\u7b2c\u4e00\u5370\u8c61\uff0c\u4ece\u800c\u63d0\u9ad8\u5ba2\u6237\u7684\u957f\u671f\u5fe0\u8bda\u5ea6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-incorporating-digital-identity-verification\">\u7eb3\u5165\u6570\u5b57\u8eab\u4efd\u9a8c\u8bc1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\"(\u300a\u4e16\u754c\u4eba\u6743\u5ba3\u8a00\u300b) <a href=\"https:\/\/www.investglass.com\/zh\/%e6%95%b0%e5%ad%97%e5%85%a5%e8%81%8c\/\" target=\"_self\" rel=\"noopener noreferrer\">\u6570\u5b57\u5165\u804c<\/a> \u8fd9\u4e00\u8fc7\u7a0b\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u53d6\u51b3\u4e8e\u6570\u5b57\u8eab\u4efd\u9a8c\u8bc1\u7684\u53ef\u9760\u6027\u3002\u5229\u7528\u6307\u7eb9\u626b\u63cf\u548c\u9762\u90e8\u8bc6\u522b\u7b49\u751f\u7269\u8bc6\u522b\u89e3\u51b3\u65b9\u6848\u5728\u52a0\u5f3a\u5b89\u5168\u6027\u7684\u540c\u65f6\u964d\u4f4e\u6b3a\u8bc8\u98ce\u9669\u65b9\u9762\u53d1\u6325\u7740\u5173\u952e\u4f5c\u7528\u3002\u4f8b\u5982\uff0c\u5728\u94f6\u884c\u4e1a\uff0cJumio\u3001Onfido\u3001iProove \u548c FaceTec \u7b49\u5e73\u53f0\u7ecf\u5e38\u88ab\u7528\u6765\u5e2e\u52a9\u5ba2\u6237\u8fdb\u884c\u8fdc\u7a0b\u8eab\u4efd\u786e\u8ba4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5165\u804c\u6d41\u7a0b\u4e2d\u5d4c\u5165\u751f\u7269\u8bc6\u522b\u8eab\u4efd\u9a8c\u8bc1\u529f\u80fd\uff0c\u4f7f\u8eab\u4efd\u9a8c\u8bc1\u65e2\u5b89\u5168\u53c8\u6613\u7528--\u8fd9\u6837\u65e2\u80fd\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u51fa\u9519\u7684\u673a\u4f1a\uff0c\u53c8\u80fd\u63d0\u9ad8\u5ba2\u6237\u7684\u4fe1\u4efb\u5ea6\u3002\u901a\u8fc7\u5728\u7cfb\u7edf\u4e2d\u52a0\u5165\u6570\u5b57\u8eab\u4efd\u9a8c\u8bc1\u529f\u80fd\uff0c\u4f01\u4e1a\u53ef\u4ee5\u5728\u5ba2\u6237\u83b7\u53d6\u8fc7\u7a0b\u4e2d\u63d0\u4f9b\u4e0d\u95f4\u65ad\u548c\u53d7\u4fdd\u62a4\u7684\u4f53\u9a8c\uff0c\u8fd9\u4e0d\u4ec5\u80fd\u589e\u5f3a\u5ba2\u6237\u7684\u4fe1\u5fc3\uff0c\u8fd8\u80fd\u63d0\u9ad8\u6574\u4f53\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-digital-onboarding-solutions\">\u6570\u5b57\u5165\u804c\u89e3\u51b3\u65b9\u6848\u7684\u4f18\u52bf<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u4e0a\u673a\u7cfb\u7edf\u4e3a\u94f6\u884c\u53ca\u5176\u5ba2\u6237\u5e26\u6765\u4e86\u8bf8\u591a\u4f18\u52bf\u3002\u7531\u4e8e\u51cf\u5c11\u4e86\u5bf9\u5927\u91cf\u4eba\u5458\u53c2\u4e0e\u548c\u4eba\u5de5\u5904\u7406\u7684\u4f9d\u8d56\uff0c\u91d1\u878d\u673a\u6784\u4ece\u5927\u5e45\u964d\u4f4e\u6210\u672c\u4e2d\u83b7\u76ca\u3002\u901a\u8fc7\u4f7f\u7528\u7535\u5b50\u7533\u8bf7\u8868\u548c\u63d0\u4ea4\u6587\u4ef6\uff0c\u5ba2\u6237\u53ef\u4ee5\u5feb\u901f\u5b8c\u6210\u5165\u804c\u6d41\u7a0b\uff0c\u4ece\u800c\u964d\u4f4e\u8fd0\u8425\u6210\u672c\uff0c\u63d0\u9ad8\u751f\u4ea7\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u63d0\u4f9b\u7b80\u5355\u7684\u67e5\u8be2\u3001\u7f29\u77ed\u7b49\u5f85\u65f6\u95f4\u548c\u52a0\u5feb\u8d26\u6237\u521b\u5efa\u6d41\u7a0b\uff0c\u6570\u5b57\u5316\u5165\u804c\u670d\u52a1\u4e3a\u5ba2\u6237\u4f53\u9a8c\u505a\u51fa\u4e86\u79ef\u6781\u8d21\u732e\u3002\u91c7\u7528\u6570\u5b57\u8eab\u4efd\u9a8c\u8bc1\u65b9\u6cd5\u8fd8\u80fd\u51cf\u5c11\u6b3a\u8bc8\u5a01\u80c1\uff0c\u540c\u65f6\u786e\u4fdd\u9075\u5b88\u76d1\u7ba1\u6807\u51c6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5b9e\u65bd\u6570\u5b57\u5316\u5165\u804c\u6218\u7565\uff0c\u94f6\u884c\u53ef\u4ee5\u786e\u4fdd\u8d85\u8d8a\u7ade\u4e89\u5bf9\u624b\u7684\u4f18\u52bf\uff0c\u8fd9\u4e0d\u4ec5\u80fd\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u8fd8\u80fd\u63a8\u52a8\u4e1a\u52a1\u6269\u5f20\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-compliance-and-risk-management-in-onboarding\">\u5165\u804c\u5408\u89c4\u4e0e\u98ce\u9669\u7ba1\u7406<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u975e\u5e38\u91cd\u89c6\u9075\u5b88\u6cd5\u89c4\u548c\u7ba1\u7406\u98ce\u9669\u3002\u4e3a\u9632\u6b62\u4e0e\u975e\u6cd5\u6d3b\u52a8\u53d1\u751f\u8054\u7cfb\u5e76\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u5e72\u6270\uff0c\u94f6\u884c\u6709\u4e49\u52a1\u5efa\u7acb\u5168\u9762\u7684 <a href=\"https:\/\/www.investglass.com\/zh\/kyc-%e7%9a%84-5-%e4%b8%aa%e6%ad%a5%e9%aa%a4%e6%98%af%e4%bb%80%e4%b9%88%ef%bc%9f\/\" target=\"_self\" rel=\"noopener noreferrer\">KYC \u7a0b\u5e8f<\/a> (\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff09\u548c AML\uff08\u53cd\u6d17\u94b1\uff09\u6765\u9a8c\u8bc1\u5ba2\u6237\u8eab\u4efd\u5e76\u8bc4\u4f30\u4ed6\u4eec\u662f\u5426\u9002\u5408\u94f6\u884c\u670d\u52a1\u3002\u5c06\u8fd9\u4e9b\u5408\u89c4\u6027\u68c0\u67e5\u81ea\u52a8\u5316\u53ef\u4ee5\u63d0\u9ad8\u6548\u7387\uff0c\u540c\u65f6\u51cf\u8f7b\u94f6\u884c\u5de5\u4f5c\u4eba\u5458\u7684\u5de5\u4f5c\u91cf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728 2023 \u5e74\u671f\u95f4\uff0c\u591a\u5bb6\u94f6\u884c\u7531\u4e8e\u5728\u4ee5\u4e0b\u65b9\u9762\u7684\u5931\u8bef\u800c\u88ab\u5904\u4ee5\u5de8\u989d\u7f5a\u6b3e <a href=\"https:\/\/www.investglass.com\/fr\/what-is-aml-and-lcb-ft-in-france\/\" target=\"_self\" rel=\"noopener noreferrer\">\u53cd\u6d17\u94b1\u548c KYC<\/a> \u8fd9\u5f3a\u8c03\u4e86\u5728\u5ba2\u6237\u5165\u804c\u6846\u67b6\u5185\u9075\u5b88\u6cd5\u89c4\u7684\u5173\u952e\u4f5c\u7528\u3002\u5728\u8fd9\u4e00\u9636\u6bb5\uff0c\u91c7\u7528\u751f\u7269\u8bc6\u522b\u9a8c\u8bc1\u7b49\u5b89\u5168\u9a8c\u8bc1\u6280\u672f\u5e76\u7ed3\u5408\u53cd\u6b3a\u8bc8\u7cfb\u7edf\u5bf9\u4e8e\u51cf\u5c11\u6b3a\u8bc8\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u575a\u5b9a\u4e0d\u79fb\u5730\u9075\u5b88\u76d1\u7ba1\u89c4\u5b9a\u5e76\u5b9e\u65bd\u7a33\u5065\u7684\u98ce\u9669\u7ba1\u7406\u7b56\u7565\uff0c\u5bf9\u4e8e\u4fdd\u62a4\u91d1\u878d\u673a\u6784\u53ca\u5176\u5ba2\u6237\u514d\u53d7\u4e0e\u5ba2\u6237\u5165\u804c\u76f8\u5173\u7684\u6f5c\u5728\u5371\u5bb3\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-improving-customer-experience-with-personalization\">\u901a\u8fc7\u4e2a\u6027\u5316\u6539\u5584\u5ba2\u6237\u4f53\u9a8c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u5ba2\u6237\u91cf\u8eab\u5b9a\u5236\u4e2a\u6027\u5316\u7684\u5165\u804c\u6d41\u7a0b\u5bf9\u4e8e\u63d0\u5347\u6574\u4f53\u4f53\u9a8c\u81f3\u5173\u91cd\u8981\u3002\u5229\u7528\u5728\u6b64\u9636\u6bb5\u6536\u96c6\u7684\u5ba2\u6237\u6570\u636e\u7684\u94f6\u884c\u53ef\u4ee5\u5b9a\u5236\u5176\u4ea7\u54c1\uff0c\u4ee5\u4e13\u95e8\u6ee1\u8db3\u4e0d\u540c\u5ba2\u6237\u7fa4\u7684\u9700\u6c42\uff0c\u4ece\u800c\u63d0\u9ad8\u6ee1\u610f\u5ea6\u5e76\u5efa\u7acb\u957f\u671f\u5fe0\u8bda\u5ea6\u548c\u4fdd\u7559\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u6ce8\u5165\u6e38\u620f\u5316\u5143\u7d20\u548c\u91c7\u7528\u8fdb\u5ea6\u6307\u793a\u5668\u7b49\u89c6\u89c9\u63d0\u793a\u3001, <a href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e5%88%9b%e5%8a%9e%e8%87%aa%e5%b7%b1%e7%9a%84%e7%a7%81%e4%ba%ba%e9%93%b6%e8%a1%8c\/\">\u79c1\u4eba\u94f6\u884c <\/a>\u53ef\u4ee5\u8ba9\u65b0\u5ba2\u6237\u7684\u5165\u804c\u65c5\u7a0b\u66f4\u5177\u4e92\u52a8\u6027\uff0c\u66f4\u52a0\u6109\u60a6\u3002\u5728\u5165\u804c\u6d41\u7a0b\u4e2d\u6574\u5408\u6301\u7eed\u7684\u5ba2\u6237\u53cd\u9988\uff0c\u4f7f\u91d1\u878d\u673a\u6784\u80fd\u591f\u6839\u636e\u7528\u6237\u504f\u597d\u4e0d\u65ad\u5b8c\u5584\u548c\u8c03\u6574\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u5ba2\u6237\u5b9a\u5236\u4e3a\u4e2d\u5fc3\uff0c\u6709\u52a9\u4e8e\u5728\u5ba2\u6237\u5165\u95e8\u65f6\u7ed9\u4ed6\u4eec\u7559\u4e0b\u72ec\u7279\u800c\u826f\u597d\u7684\u5370\u8c61\uff0c\u4ece\u800c\u8ba9\u4ed6\u4eec\u66f4\u6109\u5feb\u5730\u5f00\u59cb\u4f7f\u7528\u670d\u52a1\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leveraging-data-analytics-for-better-onboarding\">\u5229\u7528\u6570\u636e\u5206\u6790\u6539\u8fdb\u5165\u804c\u57f9\u8bad<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u5206\u6790\u5728\u4f18\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u65b9\u9762\u53d1\u6325\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002\u901a\u8fc7\u6536\u96c6\u548c\u5206\u6790\u5ba2\u6237\u884c\u4e3a\u6570\u636e\uff0c\u94f6\u884c\u53ef\u4ee5\u6df1\u5165\u4e86\u89e3\u5ba2\u6237\u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u7684\u53c2\u4e0e\u5ea6\u3001\u82b1\u8d39\u7684\u65f6\u95f4\u548c\u529f\u80fd\u4f7f\u7528\u60c5\u51b5\u3002\u8fd9\u4e9b\u4fe1\u606f\u53ef\u7528\u4e8e\u8bc6\u522b\u6469\u64e6\u70b9\uff0c\u6539\u5584\u6574\u4f53\u5165\u804c\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ed8\u5236\u7528\u6237\u65c5\u7a0b\u56fe\u548c\u8fdb\u884c\u6f0f\u6597\u5206\u6790\u53ef\u5e2e\u52a9\u94f6\u884c\u8ddf\u8e2a\u548c\u4e86\u89e3\u5ba2\u6237\u884c\u4e3a\uff0c\u786e\u4fdd\u6709\u6548\u5229\u7528\u6d1e\u5bdf\u529b\u6765\u6539\u8fdb\u5165\u804c\u6d41\u7a0b\u3002\u5b9e\u65f6\u6570\u636e\u4f7f\u94f6\u884c\u80fd\u591f\u6839\u636e\u5ba2\u6237\u884c\u4e3a\u8c03\u6574\u5de5\u4f5c\u6d41\u7a0b\uff0c\u4ece\u800c\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u5165\u804c\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u7528\u6570\u636e\u5206\u6790\u53ef\u4ee5\u63d0\u9ad8\u5165\u804c\u6d41\u7a0b\u7684\u6548\u7387\uff0c\u5e76\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-improving-the-onboarding-process-with-customer-feedback\">\u5229\u7528\u5ba2\u6237\u53cd\u9988\u6539\u8fdb\u5165\u804c\u6d41\u7a0b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u53cd\u9988\u5bf9\u4e8e\u6539\u8fdb\u5165\u804c\u6d41\u7a0b\u81f3\u5173\u91cd\u8981\u3002\u901a\u8fc7\u79ef\u6781\u5bfb\u6c42\u548c\u91c7\u7eb3\u53cd\u9988\u610f\u89c1\uff0c\u94f6\u884c\u53ef\u4ee5\u786e\u5b9a\u9700\u8981\u6539\u8fdb\u7684\u5730\u65b9\u5e76\u4f18\u5316\u5165\u804c\u6d41\u7a0b\u3002\u53ef\u4ee5\u901a\u8fc7\u5404\u79cd\u6e20\u9053\u6536\u96c6\u53cd\u9988\uff0c\u5982\u8c03\u67e5\u3001\u53cd\u9988\u5c0f\u5de5\u5177\u548c\u76f4\u63a5\u7684\u5ba2\u6237\u4e92\u52a8\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-heading\" id=\"h-what-is-customer-onboarding-in-banking\">\u4ec0\u4e48\u662f\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u5165\u804c\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u5165\u804c\u662f\u5c06\u65b0\u5ba2\u6237\u7eb3\u5165\u94f6\u884c\u7cfb\u7edf\u7684\u8fc7\u7a0b\uff0c\u540c\u65f6\u786e\u4fdd\u4ed6\u4eec\u719f\u6089\u5e76\u80fd\u6709\u6548\u5229\u7528\u94f6\u884c\u7684\u670d\u52a1\u3002\u8fd9\u901a\u5e38\u5305\u62ec\u8d26\u6237\u8bbe\u7f6e\u3001\u8eab\u4efd\u9a8c\u8bc1\u548c\u6301\u7eed\u652f\u6301\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-benefits-of-digital-onboarding-solutions\">\u6570\u5b57\u5165\u804c\u89e3\u51b3\u65b9\u6848\u6709\u54ea\u4e9b\u4f18\u52bf\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e6%9c%89%e6%95%88%e5%ae%9e%e7%8e%b0%e5%85%a5%e8%81%8c%e6%b5%81%e7%a8%8b%e6%95%b0%e5%ad%97%e5%8c%96\/\" target=\"_self\" rel=\"noopener noreferrer\">\u6570\u5b57\u5316\u5165\u804c\u89e3\u51b3\u65b9\u6848<\/a> \u8fd9\u4e9b\u89e3\u51b3\u65b9\u6848\u5177\u6709\u663e\u8457\u7684\u4f18\u52bf\uff0c\u5305\u62ec\u8282\u7ea6\u6210\u672c\u3001\u63d0\u9ad8\u6548\u7387\u3001\u589e\u5f3a\u5ba2\u6237\u4f53\u9a8c\u3001\u964d\u4f4e\u6b3a\u8bc8\u98ce\u9669\u4ee5\u53ca\u66f4\u597d\u5730\u9075\u5b88\u76d1\u7ba1\u8981\u6c42\u3002\u5b9e\u65bd\u8fd9\u4e9b\u89e3\u51b3\u65b9\u6848\u53ef\u4f7f\u5165\u804c\u6d41\u7a0b\u66f4\u52a0\u7b80\u5316\u548c\u5b89\u5168\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-customer-onboarding-in-banking-0\">\u4ec0\u4e48\u662f\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u5165\u804c\uff1f<\/h3>\n\n\n\n<p 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id=\"h-why-is-compliance-important-in-the-onboarding-process\">\u4e3a\u4ec0\u4e48\u5408\u89c4\u5728\u5165\u804c\u6d41\u7a0b\u4e2d\u5f88\u91cd\u8981\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5165\u804c\u6d41\u7a0b\u4e2d\uff0c\u5408\u89c4\u5bf9\u4e8e\u9632\u6b62\u53c2\u4e0e\u72af\u7f6a\u6d3b\u52a8\u548c\u8fd0\u8425\u4e2d\u65ad\u81f3\u5173\u91cd\u8981\u3002\u5b9e\u65bd\u81ea\u52a8\u5408\u89c4\u6027\u68c0\u67e5\u4ee5\u53ca\u5f3a\u6709\u529b\u7684 KYC \u548c AML \u63aa\u65bd\u53ef\u786e\u4fdd\u9075\u5b88\u6cd5\u89c4\uff0c\u540c\u65f6\u964d\u4f4e\u6b3a\u8bc8\u98ce\u9669\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>The banking customer onboarding process is essential for building strong customer relationships and ensuring long-term satisfaction. This process minimizes drop-offs, builds trust, and ensures regulatory compliance. In this article, we\u2019ll explore key strategies, technological tools, and best practices that banks can adopt to streamline their onboarding process and enhance overall customer experience. Key Takeaways Understanding [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":45846,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[106,227,1026],"class_list":["post-45786","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-banking","tag-digital-customer-experience","tag-fintech-solution"],"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>Effective Customer Onboarding in Banking: Best Practices for Success<\/title>\n<meta name=\"description\" content=\"Discover practical strategies for successful customer onboarding in banking. Enhance client satisfaction and streamline processes. 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