{"id":48856,"date":"2026-01-29T17:15:30","date_gmt":"2026-01-29T16:15:30","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48856"},"modified":"2026-02-07T15:17:59","modified_gmt":"2026-02-07T14:17:59","slug":"2026-%e5%b9%b4%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e6%9c%80%e4%bd%b3-crm","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/best-crm-for-wealth-management-in-2026\/","title":{"rendered":"2026 \u5e74\u6700\u9002\u5408\u8d22\u5bcc\u7ba1\u7406\u7684 CRM"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2026 \u5e74\u7684\u8d22\u5bcc\u7ecf\u7406\u9700\u8981\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u8fdc\u4e0d\u6b62\u7b80\u5355\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u3002\u5982\u4eca\u7684\u5e73\u53f0\u5fc5\u987b\u5728\u5355\u4e00\u751f\u6001\u7cfb\u7edf\u5185\u534f\u8c03\u6570\u5b57\u5165\u804c\u3001KYC \u6d41\u7a0b\u3001\u6295\u8d44\u7ec4\u5408\u6570\u636e\u540c\u6b65\u548c\u5408\u89c4\u901a\u4fe1\u3002\u6700\u9002\u5408\u8d22\u5bcc\u7ba1\u7406\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5fc5\u987b\u80fd\u591f\u7edf\u4e00\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\uff0c\u96c6\u6210\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u529f\u80fd\uff0c\u5e76\u5728\u5c0a\u91cd\u6570\u636e\u9690\u79c1\u8981\u6c42\u7684\u540c\u65f6\u4e25\u683c\u9075\u5b88\u76d1\u7ba1\u89c4\u5b9a\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6295\u8d44\u73bb\u7483<\/strong> \u6210\u4e3a\u4e13\u4e3a\u8d22\u5bcc\u548c\u79c1\u4eba\u94f6\u884c\u4e1a\u52a1\u6253\u9020\u7684\u9886\u5148\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u53ef\u5728\u745e\u58eb\u6216\u524d\u63d0\u6761\u4ef6\u4e0b\u63d0\u4f9b\u6258\u7ba1\u670d\u52a1\uff0c\u5b8c\u5168\u4e0d\u4f9d\u8d56\u7f8e\u56fd\u7684\u8d85\u5927\u89c4\u6a21\u670d\u52a1\u5668<\/li>\n\n\n\n<li>\u8d22\u5bcc\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u9009\u62e9\u6807\u51c6\u5e94\u4f18\u5148\u8003\u8651\u6570\u636e\u4e3b\u6743\u548c\u8d22\u5bcc\u7279\u5b9a\u5de5\u4f5c\u6d41\u7a0b\u3001, <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\u5165\u804c\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5830\">\u6570\u5b57\u5165\u804c<\/a> \u548c KYC\u3001\u6295\u8d44\u7ec4\u5408\u5de5\u5177\u3001\u4eba\u5de5\u667a\u80fd\u81ea\u52a8\u5316\uff0c\u4ee5\u53ca\u4e0e\u6258\u7ba1\u4eba\u548c\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u7684\u6df1\u5ea6\u96c6\u6210\u3002\u91d1\u878d CRM \u901a\u8fc7\u6574\u5408\u6570\u636e\u3001\u652f\u6301\u5408\u89c4\u6027\u4ee5\u53ca\u5229\u7528\u4eba\u5de5\u667a\u80fd\u63d0\u9ad8\u6548\u7387\u548c\u4e2a\u6027\u5316\uff0c\u5728\u7b80\u5316\u64cd\u4f5c\u548c\u589e\u5f3a\u5ba2\u6237\u5173\u7cfb\u65b9\u9762\u53d1\u6325\u7740\u5173\u952e\u4f5c\u7528\u3002.<\/li>\n\n\n\n<li>\u6700\u4f73 \u201c\u89e3\u51b3\u65b9\u6848\u56e0\u516c\u53f8\u89c4\u6a21\u548c\u7c7b\u578b\u800c\u5f02\uff0c\u9002\u5408\u65e5\u5185\u74e6\u79c1\u4eba\u94f6\u884c\u7684\u65b9\u6848\u4e0e\u9002\u5408\u4f26\u6566\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u6216\u8fea\u62dc\u5bb6\u65cf\u529e\u516c\u5ba4\u7684\u65b9\u6848\u4e0d\u540c<\/li>\n\n\n\n<li>\u5bf9\u4e8e\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u800c\u8a00\uff0c\u5305\u62ec\u5ba1\u8ba1\u8ddf\u8e2a\u3001\u56db\u773c\u5ba1\u6279\u5de5\u4f5c\u6d41\u548c\u81ea\u52a8\u9002\u5b9c\u6027\u68c0\u67e5\u5728\u5185\u7684\u5408\u89c4\u529f\u80fd\u662f\u4e0d\u5bb9\u9519\u8fc7\u7684\u3002<\/li>\n\n\n\n<li>\u672c\u6587\u5bf9\u9886\u5148\u7684\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u8fdb\u884c\u4e86\u6bd4\u8f83\uff0c\u5e76\u4e3a\u79c1\u4eba\u94f6\u884c\u3001\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u5bb6\u65cf\u529e\u516c\u5ba4\u9009\u62e9\u5408\u9002\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u63d0\u4f9b\u4e86\u4e00\u4e2a\u6846\u67b6<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-makes-a-crm-best-for-wealth-management\">\u662f\u4ec0\u4e48\u8ba9 CRM \u6210\u4e3a\u8d22\u5bcc\u7ba1\u7406\u7684 \u201c\u6700\u4f73 \u201d\u9009\u62e9\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u7ba1\u7406\u4e0e\u4e00\u822c\u7684 B2B \u9500\u552e\u6709\u7740\u672c\u8d28\u7684\u4e0d\u540c\u3002\u7406\u8d22\u987e\u95ee\u5efa\u7acb\u7684\u662f\u8de8\u8d8a\u6570\u5341\u5e74\u7684\u591a\u4ee3\u5173\u7cfb\u3002\u4ed6\u4eec\u8981\u5e94\u5bf9\u53d7\u76d1\u7ba1\u7684\u5efa\u8bae\u8981\u6c42\u3001\u9002\u5f53\u6027\u4e49\u52a1\u548c\u590d\u6742\u7684\u6295\u8d44\u7ec4\u5408\u7ed3\u6784\uff0c\u800c\u6807\u51c6\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u6839\u672c\u65e0\u6cd5\u5904\u7406\u8fd9\u4e9b\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u4e1a\u8981\u6c42\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u80fd\u591f\u4e86\u89e3\u5bb6\u5ead\u800c\u4e0d\u4ec5\u4ec5\u662f\u8054\u7cfb\u4eba\uff0c\u5e76\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u4ee5\u6ee1\u8db3\u4e25\u683c\u7684\u5408\u89c4\u6027\u8981\u6c42\u3002\u5bcc\u88d5\u5ba2\u6237\u5e76\u4e0d\u662f\u4e00\u4e2a\u4eba\uff0c\u4ed6\u4eec\u662f\u5bb6\u65cf\u7ed3\u6784\u7684\u4e00\u90e8\u5206\uff0c\u53ef\u80fd\u5305\u62ec\u4fe1\u6258\u3001\u57fa\u91d1\u4f1a\u3001\u63a7\u80a1\u516c\u53f8\u4ee5\u53ca\u5177\u6709\u4e0d\u540c\u98ce\u9669\u7279\u5f81\u548c\u6295\u8d44\u4efb\u52a1\u7684\u591a\u4ee3\u4eba\u3002\u91d1\u878d\u670d\u52a1\u516c\u53f8\u9700\u8981\u80fd\u6620\u5c04\u8fd9\u4e9b\u9519\u7efc\u590d\u6742\u5173\u7cfb\u7684\u7cfb\u7edf\uff0c\u540c\u65f6\u8fd8\u8981\u7b26\u5408\u884c\u4e1a\u6cd5\u89c4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-capabilities-that-define-a-top-wealth-crm-in-2026\">\u5b9a\u4e49 2026 \u5e74\u9876\u7ea7\u8d22\u5bcc CRM \u7684\u6838\u5fc3\u80fd\u529b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7528\u4e8e\u8d22\u5bcc\u7ba1\u7406\u7684\u6700\u4f73\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u5fc5\u987b\u80fd\u591f\u4ea4\u4ed8\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u80fd\u529b<\/th><th>\u4e3a\u4f55\u91cd\u8981<\/th><\/tr><tr><td>\u5bb6\u5ead\u4e0e\u5173\u7cfb\u56fe<\/td><td>\u53ef\u89c6\u5316\u590d\u6742\u7684\u5bb6\u65cf\u7ed3\u6784\u3001\u4fe1\u6258\u548c\u516c\u53f8\u5b9e\u4f53<\/td><\/tr><tr><td>\u6295\u8d44\u7ec4\u5408\u548c\u5934\u5bf8\u67e5\u770b<\/td><td>\u5b9e\u65f6\u663e\u793a\u6301\u80a1\u3001\u4e1a\u7ee9\u548c\u4efb\u52a1\u5408\u89c4\u60c5\u51b5<\/td><\/tr><tr><td>\u7b26\u5408\u8981\u6c42\u7684\u901a\u4fe1\u8bb0\u5f55<\/td><td>\u5c06\u6240\u6709\u4e0e\u5ba2\u6237\u7684\u4e92\u52a8\u5b58\u6863\uff0c\u5e76\u6807\u6ce8\u65f6\u95f4\u6233\uff0c\u4ee5\u4fbf\u8fdb\u884c\u76d1\u7ba1\u5ba1\u8ba1<\/td><\/tr><tr><td>\u7efc\u5408\u5165\u804c\u548c KYC<\/td><td>\u5229\u7528\u6570\u5b57\u8868\u683c\u548c\u81ea\u52a8\u5de5\u4f5c\u6d41\u7a0b\u7b80\u5316\u5f00\u6237\u6d41\u7a0b<\/td><\/tr><tr><td>\u9002\u5b9c\u6027\u76d1\u7763<\/td><td>\u6839\u636e\u5ba2\u6237\u98ce\u9669\u72b6\u51b5\u81ea\u52a8\u5339\u914d\u5efa\u8bae<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u79c1\u4eba\u94f6\u884c\u548c\u72ec\u7acb\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u800c\u8a00\uff0c\u6570\u636e\u4e3b\u6743\u548c\u76d1\u7ba1\u4e00\u81f4\u6027\u662f\u4e0d\u5bb9\u8ba8\u4ef7\u8fd8\u4ef7\u7684\u3002\u65e0\u8bba\u662f\u6839\u636e FINMA \u6307\u5bfc\u65b9\u9488\u3001MiFID II \u8981\u6c42\u8fd8\u662f GDPR 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class=\"wp-block-paragraph\">\u7406\u60f3\u7684\u7528\u6237\u4f53\u9a8c\u662f\u5728\u4e00\u4e2a\u5c4f\u5e55\u4e0a\u663e\u793a\u987e\u95ee\u6240\u9700\u7684\u4e00\u5207\uff1a\u6301\u80a1\u3001\u98ce\u9669\u6982\u51b5\u3001\u751f\u6d3b\u4e8b\u4ef6\u3001\u5f85\u529e\u4efb\u52a1\u548c\u76f8\u5173\u6587\u6863\u3002\u5f3a\u5927\u7684\u4efb\u52a1\u7ba1\u7406\u529f\u80fd\u5bf9\u4e8e\u7b80\u5316\u987e\u95ee\u7684\u5de5\u4f5c\u6d41\u7a0b\u81f3\u5173\u91cd\u8981\uff0c\u53ef\u786e\u4fdd\u6709\u6548\u8ddf\u8e2a\u548c\u5b8c\u6210\u8ddf\u8fdb\u3001\u5165\u804c\u6b65\u9aa4\u548c\u5408\u89c4\u6d3b\u52a8\u3002\u5728\u591a\u4e2a\u5de5\u5177\u4e4b\u95f4\u5207\u6362\u4f1a\u7834\u574f\u5de5\u4f5c\u6548\u7387\uff0c\u9020\u6210\u6570\u636e\u5b64\u5c9b\u3002\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u9700\u8981\u4e00\u4e2a\u7edf\u4e00\u7684\u5ba2\u6237 360 \u89c6\u56fe\uff0c\u4ee5\u5c0a\u91cd\u4ed6\u4eec\u7684\u5b9e\u9645\u5de5\u4f5c\u65b9\u5f0f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u7ba1\u7406\u4e2d\u7684\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u5fc5\u987b\u662f\u53ef\u89e3\u91ca\u548c\u53ef\u5ba1\u8ba1\u7684\u3002\u76d1\u7ba1\u673a\u6784\u5bf9\u7b97\u6cd5\u51b3\u7b56\u7684\u5ba1\u67e5\u8d8a\u6765\u8d8a\u4e25\u683c\u3002\u9ed1\u7bb1\u5f0f\u4eba\u5de5\u667a\u80fd\u5efa\u8bae\u65e0\u6cd5\u901a\u8fc7\u5408\u89c4\u5ba1\u67e5\u3002\u76f8\u53cd\uff0c\u4eba\u5de5\u667a\u80fd\u53ef\u4ee5\u63d0\u51fa\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8\u5efa\u8bae\u3001\u5bf9\u7ebf\u7d22\u8fdb\u884c\u667a\u80fd\u8bc4\u5206\u5e76\u5bf9\u6587\u4ef6\u8fdb\u884c\u5206\u7c7b\uff0c\u6240\u6709\u8fd9\u4e9b\u90fd\u6709\u6e05\u6670\u7684\u63a8\u7406\u7ebf\u7d22\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-swiss-sovereign-crm-for-wealth-amp-private-banking\">InvestGlass\uff1a\u745e\u58eb\u8d22\u5bcc\u4e0e\u79c1\u4eba\u94f6\u884c\u4e3b\u6743 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e13\u4e3a\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u6295\u8d44\u516c\u53f8\u3001\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u5176\u4ed6\u53d7\u76d1\u7ba1\u673a\u6784\u6253\u9020\u7684\u745e\u58eb\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\u3002\u4e0e\u9002\u7528\u4e8e\u91d1\u878d\u670d\u52a1\u7684\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u4e0d\u540c\uff0cInvestGlass \u662f\u4e13\u4e3a\u590d\u6742\u7684\u8d22\u5bcc\u7ba1\u7406\u800c\u8bbe\u8ba1\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u6743 CRM \u201c\u5b9a\u4f4d\u610f\u5473\u7740\u6570\u636e\u4e2d\u5fc3\u5b8c\u5168\u4f4d\u4e8e\u745e\u58eb\uff0c\u53ef\u9009\u62e9\u79c1\u6709\u4e91\u6216\u5b8c\u5168\u9884\u7f6e\u90e8\u7f72\u3002\u8fd9\u79cd\u67b6\u6784\u4e0d\u53d7\u7f8e\u56fd\u300a\u4e91\u8ba1\u7b97\u6cd5\u6848\u300b\u7684\u5f71\u54cd\uff0c\u5e76\u786e\u4fdd\u7b26\u5408\u745e\u58eb\u548c\u6b27\u76df\u7684\u6570\u636e\u9690\u79c1\u6cd5\u3002\u5bf9\u4e8e\u4e3a\u6765\u81ea\u653f\u6cbb\u654f\u611f\u5730\u533a\u7684\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u7684\u91d1\u878d\u670d\u52a1\u673a\u6784\u800c\u8a00\uff0c\u8fd9\u4e00\u533a\u522b\u975e\u5e38\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrated-modules-covering-the-client-lifecycle\">\u6db5\u76d6\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u7efc\u5408\u6a21\u5757<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u4e00\u6574\u5957\u529f\u80fd\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6570\u5b57\u5316\u5165\u804c\u548c KYC<\/strong>:\u91c7\u7528\u52a8\u6001\u8868\u683c\u7684\u81ea\u52a8\u5f00\u6237\u5de5\u4f5c\u6d41\u7a0b<\/li>\n\n\n\n<li><strong>\u98ce\u9669\u5206\u6790<\/strong>:\u7b26\u5408\u76d1\u7ba1\u8981\u6c42\u7684\u53ef\u914d\u7f6e\u95ee\u5377<\/li>\n\n\n\n<li><strong>\u6295\u8d44\u7ec4\u5408\u4e0e\u4efb\u52a1\u8ddf\u8e2a<\/strong>:\u5b9e\u65f6\u4f4d\u7f6e\u548c\u6027\u80fd\u76d1\u63a7<\/li>\n\n\n\n<li><strong><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=\"5831\">\u5e02\u573a\u8425\u9500<\/a> \u81ea\u52a8\u5316<\/strong>:\u5e26\u6709\u540c\u610f\u8ddf\u8e2a\u529f\u80fd\u7684\u7ec6\u5206\u8425\u9500\u6d3b\u52a8<\/li>\n\n\n\n<li><strong>\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/strong>:\u6295\u8d44\u8005\u81ea\u52a9\u670d\u52a1\u767d\u6807\u754c\u9762<\/li>\n\n\n\n<li><strong>\u6587\u4ef6\u7ba1\u7406<\/strong>:\u5e26\u5206\u7c7b\u548c\u641c\u7d22\u529f\u80fd\u7684\u96c6\u4e2d\u5b58\u50a8<\/li>\n\n\n\n<li><strong>\u4eba\u5de5\u667a\u80fd\u63f4\u52a9<\/strong>:\u667a\u80fd\u5efa\u8bae\u548c\u6587\u4ef6\u5904\u7406<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u5ba2\u6237\u5305\u62ec\u7ba1\u7406\u8d85\u9ad8\u51c0\u503c\u5ba2\u6237\u7684\u745e\u58eb\u79c1\u4eba\u94f6\u884c\u3001\u5e94\u5bf9 MiFID II \u7684\u6b27\u6d32\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u62e5\u6709\u591a\u7ba1\u8f96\u533a\u7ed3\u6784\u7684\u5bb6\u65cf\u529e\u516c\u5ba4\u4ee5\u53ca\u9700\u8981\u94f6\u884c\u7ea7\u5408\u89c4\u5de5\u5177\u7684\u91d1\u878d\u79d1\u6280\u516c\u53f8\u3002\u8be5\u5e73\u53f0\u670d\u52a1\u4e8e\u90a3\u4e9b\u62d2\u7edd\u5728\u6570\u636e\u4e3b\u6743\u4e0a\u59a5\u534f\uff0c\u540c\u65f6\u53c8\u8981\u6c42\u73b0\u4ee3\u5316\u81ea\u52a8\u5316\u529f\u80fd\u7684\u673a\u6784\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7edf\u4e00\u4e86\u524d\u53f0\u3001\u4e2d\u53f0\u548c\u5408\u89c4\u529f\u80fd\uff0c\u4e3a\u8d22\u52a1\u987e\u95ee\u548c\u673a\u6784\u63d0\u4f9b\u5f3a\u5927\u7684\u5ba2\u6237\u7ba1\u7406\u529f\u80fd\u3002\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u7ba1\u7406\u5ba2\u6237\u4e92\u52a8\uff0c\u4ece\u7ebf\u7d22\u6355\u83b7\u5230\u6295\u8d44\u5efa\u8bae\u548c\u6301\u7eed\u5ba1\u67e5\u3002\u5408\u89c4\u56e2\u961f\u53ef\u8bbf\u95ee\u5177\u6709\u5b8c\u6574\u5ba1\u8ba1\u5386\u53f2\u7684\u76f8\u540c\u5ba2\u6237\u8bb0\u5f55\u3002\u8fd9\u5c31\u6d88\u9664\u4e86\u56f0\u6270\u5206\u6563\u7cfb\u7edf\u7684\u4ea4\u63a5\u95ee\u9898\u548c\u6570\u636e\u4e0d\u4e00\u81f4\u95ee\u9898\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-amp-regulatory-compliance\">\u745e\u58eb\u6570\u636e\u4e3b\u6743\u4e0e\u5408\u89c4\u6027<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u7684\u6cd5\u5f8b\u548c\u653f\u6cbb\u7a33\u5b9a\u6027\u5bf9\u8de8\u5883\u8d22\u5bcc\u81f3\u5173\u91cd\u8981\u3002\u6765\u81ea\u62c9\u4e01\u7f8e\u6d32\u3001\u4e2d\u4e1c\u548c\u4e9a\u6d32\u7684\u5ba2\u6237\u7279\u522b\u5bfb\u6c42\u745e\u58eb\u673a\u6784\uff0c\u56e0\u4e3a\u745e\u58eb\u5728\u9690\u79c1\u548c\u4e2d\u7acb\u65b9\u9762\u4eab\u6709\u76db\u8a89\u3002\u8bb8\u591a\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u575a\u6301\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6258\u7ba1\u5728\u745e\u58eb\uff0c\u6b63\u662f\u56e0\u4e3a\u8fd9\u4e00\u4fe1\u4efb\u56e0\u7d20\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u6258\u7ba1\u9009\u9879\u5305\u62ec<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u90e8\u7f72\u6a21\u5f0f<\/th><th>\u8bf4\u660e<\/th><\/tr><tr><td>\u745e\u58eb\u4e91<\/td><td>\u5b8c\u5168\u5197\u4f59\u7684\u745e\u58eb\u4e09\u7ea7\uff08\u6216\u66f4\u597d\uff09\u6570\u636e\u4e2d\u5fc3<\/td><\/tr><tr><td>\u73b0\u573a<\/td><td>\u5728\u94f6\u884c\u81ea\u5df1\u7684\u57fa\u7840\u8bbe\u65bd\u5185\u90e8\u7f72\uff0c\u4ee5\u5b9e\u73b0\u6700\u5927\u7a0b\u5ea6\u7684\u63a7\u5236<\/td><\/tr><tr><td>\u79c1\u6709\u4e91<\/td><td>\u745e\u58eb\u4e13\u7528\u57fa\u7840\u8bbe\u65bd\uff0c\u52a0\u5f3a\u9694\u79bb<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u529f\u80fd\u53ef\u6ee1\u8db3\u5b9e\u9645\u76d1\u7ba1\u8981\u6c42\u3002\u53ef\u914d\u7f6e\u7684 KYC \u95ee\u5377\u9002\u5e94\u5ba2\u6237\u7c7b\u578b\u548c\u5c45\u4f4f\u5730\u3002\u98ce\u9669\u8bc4\u5206\u7b97\u6cd5\u53ef\u6807\u8bb0\u9ad8\u98ce\u9669\u5173\u7cfb\uff0c\u5e76\u901a\u8fc7\u8eab\u4efd\u9a8c\u8bc1\u3001\u6301\u7eed\u76d1\u63a7\u548c\u6b3a\u8bc8\u68c0\u6d4b\u6765\u652f\u6301\u98ce\u9669\u7ba1\u7406\uff0c\u4ece\u800c\u964d\u4f4e\u64cd\u4f5c\u98ce\u9669\u5e76\u4fdd\u6301\u5408\u89c4\u6027\u3002PEP \u548c\u5236\u88c1\u7b5b\u67e5\u96c6\u6210\u53ef\u8fde\u63a5\u5916\u90e8\u6570\u636e\u5e93\u3002\u6bcf\u6b21\u6570\u636e\u53d8\u66f4\u90fd\u4f1a\u751f\u6210\u7b26\u5408 FINMA \u901a\u544a\u548c\u540c\u7b49\u6cd5\u89c4\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u4f8b\u5c55\u793a\u4e86\u5e73\u53f0\u7684\u5408\u89c4\u5bfc\u5411\u3002MiFID II \u9002\u5408\u6027\u68c0\u67e5\u5728\u6295\u8d44\u5efa\u8bae\u5f00\u59cb\u524d\u81ea\u52a8\u8fd0\u884c\u3002\u9002\u5f53\u6027\u6d4b\u8bd5\u8bb0\u5f55\u5ba2\u6237\u7684\u7406\u89e3\u3002\u5e74\u5ea6\u5ba1\u67e5\u63d0\u9192\u901a\u8fc7\u76f4\u63a5\u5b58\u50a8\u5728\u5ba2\u6237\u8bb0\u5f55\u4e2d\u7684\u65f6\u95f4\u6233\u8bc1\u636e\u89e6\u53d1\u3002\u56db\u773c\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\u53ef\u9632\u6b62\u5bf9\u5ba2\u6237\u654f\u611f\u6570\u636e\u8fdb\u884c\u672a\u7ecf\u6388\u6743\u7684\u66f4\u6539\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b89\u5168\u67b6\u6784\u5305\u62ec\u9759\u6001\u548c\u4f20\u8f93\u8fc7\u7a0b\u4e2d\u7684\u52a0\u5bc6\u3001\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u63a7\u5236\u4ee5\u53ca\u9884\u8ba2\u4e2d\u5fc3\u6216\u6cd5\u5f8b\u5b9e\u4f53\u4e4b\u95f4\u7684\u9694\u79bb\u3002\u8fd9\u4e9b\u63a7\u5236\u63aa\u65bd\u53ef\u964d\u4f4e\u5185\u90e8\u6570\u636e\u6cc4\u6f0f\u98ce\u9669\uff0c\u540c\u65f6\u6ee1\u8db3\u5916\u90e8\u5ba1\u8ba1\u5458\u7684\u8981\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-amp-kyc-for-high-net-worth-clients\">\u9ad8\u51c0\u503c\u5ba2\u6237\u7684\u6570\u5b57\u5316\u5165\u804c\u548c KYC<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f20\u7edf\u7684\u7eb8\u8d28\u5165\u804c\u7a0b\u5e8f\u9020\u6210\u7684\u6469\u64e6\u5df2\u4e0d\u518d\u4e3a\u5bcc\u88d5\u5ba2\u6237\u6240\u5bb9\u5fcd\u3002\u4f20\u7edf\u4e0a\uff0c\u590d\u6742\u7ed3\u6784\u7684\u4fe1\u6258\u3001\u63a7\u80a1\u516c\u53f8\u3001\u591a\u7b7e\u540d\u8d26\u6237\u9700\u8981\u6765\u56de\u6536\u96c6\u6587\u4ef6\u6570\u5468\u3002\u73b0\u5728\uff0c\u9ad8\u51c0\u503c\u5ba2\u6237\u5e0c\u671b\u6570\u5b57\u65c5\u7a0b\u65e2\u80fd\u5c0a\u91cd\u4ed6\u4eec\u7684\u65f6\u95f4\uff0c\u53c8\u80fd\u4fdd\u6301\u4e25\u683c\u7684\u5408\u89c4\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u6570\u5b57\u8868\u683c\u548c\u5ba2\u6237\u95e8\u6237\u901a\u8fc7\u7535\u5b50\u7b7e\u540d\u529f\u80fd\u3001\u5b89\u5168\u6587\u4ef6\u4e0a\u4f20\u548c\u5b9e\u65f6\u72b6\u6001\u8ddf\u8e2a\u5b9e\u73b0\u8fdc\u7a0b\u5165\u804c\u3002\u5ba2\u6237\u548c\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u53ef\u968f\u65f6\u51c6\u786e\u4e86\u89e3\u6d41\u7a0b\u7684\u8fdb\u5c55\u60c5\u51b5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52a8\u6001\u8868\u683c\u53ef\u6839\u636e\u5ba2\u6237\u7279\u5f81\u8c03\u6574\u95ee\u9898\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e2a\u4eba\u7533\u8bf7\u4eba\u4e0e\u516c\u53f8\u7533\u8bf7\u4eba<\/li>\n\n\n\n<li>\u6237\u7c4d\u548c\u7eb3\u7a0e\u5c45\u4f4f\u5730<\/li>\n\n\n\n<li>PEP \u8eab\u4efd\u548c\u8d22\u5bcc\u6765\u6e90<\/li>\n\n\n\n<li>\u98ce\u9669\u627f\u53d7\u80fd\u529b\u548c\u6295\u8d44\u7ecf\u9a8c<\/li>\n\n\n\n<li>\u73b0\u6709\u94f6\u884c\u5173\u7cfb<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6469\u7eb3\u54e5\u7c4d\u8d85\u9ad8\u51c0\u503c\u4eba\u58eb\u4f7f\u7528\u5e73\u677f\u7535\u8111\u586b\u5199\u5165\u804c\u8868\u683c\u3002InvestGlass \u4f1a\u6839\u636e\u5ba2\u6237\u7684\u8d44\u6599\u7279\u5f81\u81ea\u52a8\u5c06\u6587\u4ef6\u53d1\u9001\u81f3\u5408\u89c4\u90e8\u95e8\uff0c\u4ee5\u52a0\u5f3a\u5c3d\u804c\u8c03\u67e5\u3002\u65e0\u9700\u4eba\u5de5\u5e72\u9884\u3002\u6587\u4ef6\u4e0d\u4f1a\u5728\u7535\u5b50\u90ae\u4ef6\u7ebf\u7a0b\u4e2d\u4e22\u5931\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u96c6\u6210\u9009\u9879\u53ef\u8fde\u63a5\u8eab\u4efd\u9a8c\u8bc1\u63d0\u4f9b\u5546\u3001\u89c6\u9891\u8bc6\u522b\u670d\u52a1\u548c\u53cd\u6d17\u94b1\u7b5b\u67e5\u5de5\u5177\u3002\u4e00\u6b21\u91c7\u96c6\u7684 KYC \u6570\u636e\u53ef\u5728\u4e0e\u540c\u4e00\u5b9e\u9645\u6240\u6709\u4eba\u76f8\u5173\u8054\u7684\u6240\u6709\u8d26\u6237\u548c\u5173\u7cfb\u4e2d\u6d41\u52a8\u3002\u8fd9\u5c31\u907f\u514d\u4e86\u91cd\u65b0\u8f93\u5165\u5ba2\u6237\u4fe1\u606f\u7684\u9ebb\u70e6\uff0c\u800c\u8fd9\u79cd\u9ebb\u70e6\u5374\u56f0\u6270\u7740\u4e92\u4e0d\u76f8\u8fde\u7684\u7cfb\u7edf\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-management-amp-client-360-for-wealth-managers\">\u9762\u5411\u8d22\u5bcc\u7ecf\u7406\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5ba2\u6237 360<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u6d41\u7684\u8d22\u5bcc CRM \u5fc5\u987b\u539f\u751f\u6216\u901a\u8fc7\u65e0\u7f1d\u96c6\u6210\u663e\u793a\u6295\u8d44\u7ec4\u5408\u6570\u636e\u3002\u4ec5\u6709\u7b14\u8bb0\u548c\u4efb\u52a1\u662f\u4e0d\u591f\u7684\u3002\u8d22\u52a1\u987e\u95ee\u9700\u8981\u5728\u4e0d\u79bb\u5f00\u5176\u4e3b\u8981\u5de5\u4f5c\u7a7a\u95f4\u7684\u60c5\u51b5\u4e0b\u67e5\u770b\u6240\u6301\u8d44\u4ea7\u3001\u4e1a\u7ee9\u548c\u98ce\u9669\u6307\u6807\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5ba2\u6237\u7aef 360 \u89c6\u56fe\u663e\u793a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6309\u8d44\u4ea7\u7c7b\u522b\u3001\u8d27\u5e01\u548c\u5730\u533a\u5206\u5217\u7684\u6301\u6709\u91cf<\/li>\n\n\n\n<li>\u7ee9\u6548\u4e0e\u57fa\u51c6\u6bd4\u8f83<\/li>\n\n\n\n<li>\u5404\u8d26\u6237\u7684\u73b0\u91d1\u72b6\u51b5<\/li>\n\n\n\n<li>\u4efb\u52a1\u548c\u6295\u8d44\u9650\u5236<\/li>\n\n\n\n<li>\u5305\u62ec\u6295\u8d44\u5efa\u8bae\u548c\u5b63\u5ea6\u62a5\u544a\u5728\u5185\u7684\u6587\u4ef6<\/li>\n\n\n\n<li>\u5e26\u65f6\u95f4\u6233\u7684\u901a\u4fe1\u5386\u53f2\u8bb0\u5f55<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7 InvestGlass\uff0c\u987e\u95ee\u8fd8\u53ef\u4ee5\u76f4\u63a5\u4ece\u5ba2\u6237 360 \u63a7\u5236\u9762\u677f\u5206\u6790\u5ba2\u6237\u4e92\u52a8\uff0c\u4ece\u800c\u5728\u5168\u9762\u4e86\u89e3\u6bcf\u4f4d\u5ba2\u6237\u7684\u5386\u53f2\u548c\u504f\u597d\u7684\u57fa\u7840\u4e0a\uff0c\u5b9e\u73b0\u4e2a\u6027\u5316\u53c2\u4e0e\u5e76\u6539\u8fdb\u670d\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u901a\u8fc7\u6807\u51c6 API \u6216\u5e73\u9762\u6587\u4ef6\u5bfc\u5165\uff0c\u4ece\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u3001\u6258\u7ba1\u4eba\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u83b7\u53d6\u6570\u636e\u3002\u6839\u636e\u96c6\u6210\u914d\u7f6e\uff0c\u6bcf\u65e5\u6216\u5f53\u65e5\u5237\u65b0\u5934\u5bf8\u3002\u987e\u95ee\u4f7f\u7528\u7684\u662f\u5f53\u524d\u7684\u8d22\u52a1\u6570\u636e\uff0c\u800c\u4e0d\u662f\u9648\u65e7\u7684\u5feb\u7167\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u62a4\u680f\u6301\u7eed\u8fd0\u884c\u3002\u5bf9\u8fdd\u53cd\u6295\u8d44\u51c6\u5219\u3001\u98ce\u9669\u96c6\u4e2d\u5ea6\u8d85\u8fc7\u9608\u503c\u3001\u4e0d\u9002\u5408\u5ba2\u6237\u98ce\u9669\u72b6\u51b5\u7684\u4ea7\u54c1\u6216\u8fdd\u53cd\u6388\u6743\u7684\u884c\u4e3a\u53d1\u51fa\u8b66\u62a5\u3002\u5728\u95ee\u9898\u5347\u7ea7\u4e3a\u76d1\u7ba1\u95ee\u9898\u4e4b\u524d\uff0c\u987e\u95ee\u5c31\u80fd\u6536\u5230\u8fd9\u4e9b\u901a\u77e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u60f3\u8c61\u4e00\u4f4d\u987e\u95ee\u6b63\u5728\u51c6\u5907\u5ba1\u67e5\u4f1a\u8bae\u3002\u5728\u4e00\u4e2a\u4eea\u8868\u677f\u4e0a\uff0c\u4ed6\u4eec\u53ef\u4ee5\u770b\u5230\u672a\u5b9e\u73b0\u7684\u6536\u76ca\u548c\u4e8f\u635f\u3001\u6700\u8fd1\u5f71\u54cd\u6301\u80a1\u7684\u516c\u53f8\u884c\u52a8\u3001\u4e0a\u6b21\u4e92\u52a8\u7684\u5f85\u5904\u7406\u4efb\u52a1\u4ee5\u53ca\u5373\u5c06\u5230\u6765\u7684\u5ba1\u67e5\u622a\u6b62\u65e5\u671f\u3002\u8fd9\u79cd\u7edf\u4e00\u7684\u89c6\u56fe\u5c06\u4f1a\u8bae\u51c6\u5907\u5de5\u4f5c\u4ece\u591a\u7cfb\u7edf\u5bfb\u5b9d\u8f6c\u53d8\u4e3a\u4e09\u5341\u79d2\u7684\u626b\u63cf\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-marketing-amp-ai-in-wealth-management\">\u8d22\u5bcc\u7ba1\u7406\u4e2d\u7684\u81ea\u52a8\u5316\u3001\u8425\u9500\u548c\u4eba\u5de5\u667a\u80fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u6da6\u7684\u7f29\u6c34\u8feb\u4f7f\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5728\u4e0d\u727a\u7272\u5ba2\u6237\u6240\u671f\u671b\u7684\u4e2a\u6027\u5316\u3001\u7cbe\u54c1\u5316\u670d\u52a1\u7684\u524d\u63d0\u4e0b\uff0c\u5c06\u65e5\u5e38\u5de5\u4f5c\u81ea\u52a8\u5316\u3002\u6311\u6218\u5728\u4e8e\u65e2\u8981\u63d0\u9ad8\u6548\u7387\uff0c\u53c8\u8981\u4e0d\u5931\u4eb2\u548c\u529b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5de5\u4f5c\u6d41\u7a0b\u5f15\u64ce\u4e3a\u4ee5\u4e0b\u81ea\u52a8\u5316\u5e8f\u5217\u63d0\u4f9b\u52a8\u529b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ece\u521d\u6b65\u63a5\u89e6\u5230\u5408\u683c\u6f5c\u5728\u5ba2\u6237\u7684\u7ebf\u7d22\u57f9\u80b2<\/li>\n\n\n\n<li>\u901a\u8fc7\u5ba1\u6279\u548c\u6587\u4ef6\u6536\u96c6\u9010\u6b65\u8fdb\u884c\u5165\u804c\u57f9\u8bad<\/li>\n\n\n\n<li>\u6839\u636e\u98ce\u9669\u7b49\u7ea7\u5b9a\u671f\u66f4\u65b0 KYC\uff08\u6bcf 1-3 \u5e74\u66f4\u65b0\u4e00\u6b21\uff09<\/li>\n\n\n\n<li>\u5728\u9884\u5b9a\u4f1a\u8bae\u4e4b\u524d\u53d1\u51fa\u6295\u8d44\u5ba1\u67e5\u63d0\u9192<\/li>\n\n\n\n<li>\u4e8b\u4ef6\u89e6\u53d1\u7684\u540e\u7eed\u884c\u52a8\uff08\u5e02\u573a\u6ce2\u52a8\u3001\u4ea7\u54c1\u5230\u671f\u65e5\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8425\u9500\u81ea\u52a8\u5316\u53ef\u5b9e\u73b0\u590d\u6742\u7684\u5ba2\u6237\u6c9f\u901a\u3002\u6309\u8d44\u4ea7\u7ba1\u7406\u89c4\u6a21\u3001\u5c45\u4f4f\u5730\u3001\u98ce\u9669\u627f\u53d7\u80fd\u529b\u548c\u6295\u8d44\u5174\u8da3\u5bf9\u5ba2\u6237\u8fdb\u884c\u7ec6\u5206\u3002\u53d1\u9001\u4e2a\u6027\u5316\u65b0\u95fb\u7b80\u62a5\u3001\u4ea7\u54c1\u521b\u610f\u548c\u6d3b\u52a8\u9080\u8bf7\uff0c\u5e76\u8fdb\u884c\u5b8c\u5168\u540c\u610f\u548c\u9000\u51fa\u8ddf\u8e2a\u3002\u5c06\u8017\u8d39\u987e\u95ee\u65f6\u95f4\u7684\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u529f\u80fd\u53ef\u63d0\u9ad8\u751f\u4ea7\u529b\uff0c\u800c\u4e0d\u4f1a\u53d6\u4ee3\u5224\u65ad\u529b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6587\u4ef6\u5206\u7c7b\u81ea\u52a8\u6807\u8bb0\u63a5\u6536\u7684 PDF \u6587\u4ef6<\/li>\n\n\n\n<li>\u6839\u636e\u5ba2\u6237\u884c\u4e3a\u6a21\u5f0f\u5efa\u8bae\u4e0b\u4e00\u6b65\u884c\u52a8<\/li>\n\n\n\n<li>\u4f1a\u8bae\u8bb0\u5f55\u6458\u8981\uff0c\u52a0\u5feb CRM \u66f4\u65b0<\/li>\n\n\n\n<li>\u5f02\u5e38\u68c0\u6d4b\u6807\u8bb0\u5f02\u5e38\u8d26\u6237\u6d3b\u52a8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e2d\u7684\u5206\u6790\u548c\u62a5\u544a\u5de5\u5177\u63d0\u4f9b\u5b9e\u65f6\u89c1\u89e3\u548c\u6307\u6807\uff0c\u7528\u4e8e\u8bc4\u4f30\u548c\u6539\u8fdb\u9500\u552e\u4e1a\u7ee9\uff0c\u5e2e\u52a9\u8d22\u5bcc\u7ecf\u7406\u8ddf\u8e2a\u987e\u95ee\u6548\u7387\u5e76\u4f18\u5316\u9500\u552e\u7b56\u7565\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u6709\u4eba\u5de5\u667a\u80fd\u8f93\u51fa\u7ed3\u679c\u4ecd\u53ef\u7531\u4eba\u5de5\u5ba1\u6838\u548c\u7f16\u8f91\u3002\u6e05\u6670\u7684\u65e5\u5fd7\u8bb0\u5f55\u4e86\u4eba\u5de5\u667a\u80fd\u7684\u5efa\u8bae\u548c\u987e\u95ee\u7684\u51b3\u5b9a\u3002\u8fd9\u79cd\u900f\u660e\u5ea6\u6ee1\u8db3\u4e86\u5185\u90e8\u6a21\u578b\u98ce\u9669\u8981\u6c42\u548c\u76d1\u7ba1\u673a\u6784\u5bf9\u53ef\u89e3\u91ca\u6027\u7684\u671f\u671b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal-amp-investor-experience\">\u5ba2\u6237\u95e8\u6237\u548c\u6295\u8d44\u8005\u4f53\u9a8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bcc\u6709\u7684\u5ba2\u6237\u5e0c\u671b\u80fd\u591f\u5168\u5929\u5019\u5b89\u5168\u3001\u65b9\u4fbf\u5730\u4f7f\u7528\u79fb\u52a8\u8bbe\u5907\u8bbf\u95ee\u4ed6\u4eec\u7684\u6295\u8d44\u7ec4\u5408\u3002\u4e0e\u4f17\u4e0d\u540c\u7684\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u5c06\u54a8\u8be2\u5173\u7cfb\u4ece\u5b9a\u671f\u4f1a\u8bae\u8f6c\u53d8\u4e3a\u6301\u7eed\u53c2\u4e0e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u767d\u6807\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u63d0\u4f9b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\uff0c\u5305\u62ec\u6301\u80a1\u548c\u4e1a\u7ee9\u56fe\u8868<\/li>\n\n\n\n<li>\u53ef\u4e0b\u8f7d\u7684\u62a5\u544a\u548c\u62a5\u8868<\/li>\n\n\n\n<li>\u901a\u8fc7\u7535\u5b50\u7b7e\u540d\u96c6\u6210\u8fdb\u884c\u6587\u4ef6\u7b7e\u7f72<\/li>\n\n\n\n<li>\u4e0e\u987e\u95ee\u56e2\u961f\u4e4b\u95f4\u7684\u5b89\u5168\u4fe1\u606f\u4f20\u9012<\/li>\n\n\n\n<li>\u586b\u5199\u9002\u5408\u6027\u95ee\u5377<\/li>\n\n\n\n<li>\u6d3b\u52a8\u6ce8\u518c\u548c\u5185\u5bb9\u6d88\u8d39<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u5236\u9009\u9879\u53ef\u8ba9\u94f6\u884c\u5e94\u7528\u81ea\u5df1\u7684\u54c1\u724c\u6807\u8bc6\u3001\u652f\u6301\u7684\u8bed\u8a00\u548c\u533a\u57df\u5185\u5bb9\uff0c\u540c\u65f6\u4f9d\u8d56\u4e8e\u76f8\u540c\u7684\u540e\u53f0\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3002\u65e5\u5185\u74e6\u7684\u79c1\u4eba\u94f6\u884c\u548c\u65b0\u52a0\u5761\u7684\u5bb6\u65cf\u529e\u516c\u5ba4\u90fd\u53ef\u4ee5\u4f7f\u7528 InvestGlass\uff0c\u5e76\u83b7\u5f97\u5b8c\u5168\u4e0d\u540c\u7684\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u95e8\u6237\u6d3b\u52a8\u4f1a\u81ea\u52a8\u53cd\u9988\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u65f6\u95f4\u8868\u4e2d\u3002\u767b\u5f55\u65f6\u95f4\u6233\u3001\u6587\u6863\u4e0b\u8f7d\u3001\u4fe1\u606f\u9605\u8bfb\u548c\u95ee\u5377\u5b8c\u6210\u60c5\u51b5\u90fd\u4f1a\u663e\u793a\u5728\u5ba2\u6237\u8bb0\u5f55\u4e2d\u3002\u987e\u95ee\u53ef\u4ee5\u6839\u636e\u5b9e\u9645\u7684\u53c2\u4e0e\u4fe1\u53f7\uff0c\u800c\u4e0d\u662f\u731c\u6d4b\u8c01\u9700\u8981\u5173\u6ce8\uff0c\u786e\u5b9a\u4e3b\u52a8\u5916\u8054\u7684\u4f18\u5148\u7ea7\uff0c\u4ece\u800c\u901a\u8fc7\u66f4\u4e2a\u6027\u5316\u3001\u66f4\u53ca\u65f6\u7684\u670d\u52a1\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u8425\u9500\u6d3b\u52a8\u548c\u9002\u7528\u6027\u95ee\u5377\u8c03\u67e5\u76f4\u63a5\u5728\u95e8\u6237\u7f51\u7ad9\u5185\u8fd0\u884c\u3002\u7ed3\u679c\u81ea\u52a8\u91c7\u96c6\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8bb0\u5f55\u4e2d\uff0c\u65e0\u9700\u624b\u52a8\u8f93\u5165\u6570\u636e\u6216\u91cd\u590d\u6027\u5de5\u4f5c\u3002\u8fd9\u79cd\u5ba2\u6237\u81ea\u52a9\u670d\u52a1\u4e0e\u987e\u95ee\u53ef\u89c1\u6027\u4e4b\u95f4\u7684\u95ed\u73af\u5927\u5927\u63d0\u9ad8\u4e86\u5ba2\u6237\u53c2\u4e0e\u5ea6\u548c\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-other-leading-crms-used-in-wealth-management\">\u7528\u4e8e\u8d22\u5bcc\u7ba1\u7406\u7684\u5176\u4ed6\u9886\u5148 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bb8\u591a\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u6839\u636e\u81ea\u8eab\u89c4\u6a21\u3001\u5730\u7406\u4f4d\u7f6e\u548c\u8fd0\u8425\u590d\u6742\u7a0b\u5ea6\uff0c\u4f7f\u7528\u5168\u7403\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5957\u4ef6\u6216\u987e\u95ee\u4e13\u7528\u5de5\u5177\u3002\u8d8a\u6765\u8d8a\u591a\u7684\u4e13\u4e1a\u91d1\u878d\u670d\u52a1\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u88ab\u91c7\u7528\uff0c\u4ee5\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\uff0c\u7b80\u5316\u5408\u89c4\u6027\uff0c\u5e76\u4f7f\u53d7\u76d1\u7ba1\u673a\u6784\u7684\u5173\u952e\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u3002\u7136\u800c\uff0c\u8fd9\u4e9b\u5e73\u53f0\u7684\u6570\u636e\u4e3b\u6743\u6807\u51c6\u3001\u5b9a\u5236\u6df1\u5ea6\u548c\u96c6\u6210\u5165\u804c\u529f\u80fd\u5374\u5927\u76f8\u5f84\u5ead\u3002\u4e86\u89e3\u8fd9\u4e9b\u60c5\u51b5\u6709\u52a9\u4e8e\u51b3\u7b56\u8005\u786e\u5b9a\u6bcf\u79cd\u89e3\u51b3\u65b9\u6848\u7684\u9002\u7528\u8303\u56f4\uff0c\u4ee5\u53ca\u5728\u54ea\u4e9b\u65b9\u9762\u53ef\u80fd\u9700\u8981\u989d\u5916\u7684\u5de5\u5177\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u8282\u5747\u8861\u5730\u6982\u8ff0\u4e86\u51e0\u4e2a\u8457\u540d\u7684\u5e73\u53f0\u3002\u6bcf\u4e2a\u5e73\u53f0\u90fd\u6709\u9002\u5408\u67d0\u4e9b\u516c\u53f8\u60c5\u51b5\u7684\u5408\u7406\u4f18\u52bf\uff0c\u4f46\u5bf9\u4e8e\u590d\u6742\u7684\u79c1\u4eba\u94f6\u884c\u4e1a\u52a1\u73af\u5883\u4e5f\u6709\u5176\u5c40\u9650\u6027\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce-financial-services-cloud\">Salesforce \u91d1\u878d\u670d\u52a1\u4e91<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce \u91d1\u878d\u670d\u52a1\u4e91\u662f\u5927\u578b\u94f6\u884c\u3001\u4fdd\u9669\u516c\u53f8\u548c\u8d22\u5bcc\u7ba1\u7406\u96c6\u56e2\u7684\u4f01\u4e1a\u6807\u51c6\u3002\u8be5\u5e73\u53f0\u5f97\u76ca\u4e8e\u5e7f\u6cdb\u7684\u5b9e\u65bd\u5408\u4f5c\u4f19\u4f34\u751f\u6001\u7cfb\u7edf\u548c AppExchange \u96c6\u6210\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8d22\u5bcc\u5bfc\u5411\u578b\u4f18\u52bf\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5bb6\u5ead\u5efa\u6a21\u548c\u5173\u7cfb\u53ef\u89c6\u5316<\/li>\n\n\n\n<li>\u8de8\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u673a\u4f1a\u8ddf\u8e2a<\/li>\n\n\n\n<li>\u901a\u8fc7\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u4e0e\u5916\u90e8\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u96c6\u6210<\/li>\n\n\n\n<li>\u5f3a\u5927\u7684\u5206\u6790\u548c\u62a5\u544a\u80fd\u529b<\/li>\n\n\n\n<li>\u5728\u91d1\u878d\u670d\u52a1\u9886\u57df\u5efa\u7acb\u4e86\u826f\u597d\u7684\u4e1a\u52a1\u5173\u7cfb<\/li>\n\n\n\n<li>\u901a\u8fc7\u96c6\u6210\u7684 CRM \u529f\u80fd\u548c\u4eba\u5de5\u667a\u80fd\u5de5\u5177\uff0c\u5ba2\u6237\u670d\u52a1\u4ee3\u8868\u80fd\u591f\u9ad8\u6548\u5730\u7ba1\u7406\u5ba2\u6237\u4e92\u52a8\u3001\u53ca\u65f6\u89e3\u51b3\u95ee\u9898\u5e76\u63d0\u4f9b\u4e00\u81f4\u7684\u652f\u6301<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u79c1\u4eba\u94f6\u884c\u4e1a\u52a1\u7684\u8003\u8651\u56e0\u7d20\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b9e\u65bd\u901a\u5e38\u9700\u8981\u5927\u91cf\u65f6\u95f4\u548c\u5916\u90e8\u54a8\u8be2\u8d44\u6e90<\/li>\n\n\n\n<li>\u6301\u7eed\u7ba1\u7406\u9700\u8981\u4e13\u95e8\u7684 IT \u4eba\u5458<\/li>\n\n\n\n<li>\u6570\u636e\u6258\u7ba1\u901a\u5e38\u4f9d\u8d56\u4e8e\u5168\u7403\u516c\u5171\u4e91\uff08AWS\u3001Azure\u3001Google Cloud\uff09<\/li>\n\n\n\n<li>\u5b9e\u884c\u4e25\u683c\u6570\u636e\u4e3b\u6743\u653f\u7b56\u7684\u673a\u6784\u53ef\u80fd\u9762\u4e34\u6311\u6218<\/li>\n\n\n\n<li>\u4e3a\u7279\u5b9a\u8d22\u5bcc\u5b9a\u5236\u5de5\u4f5c\u6d41\u7a0b\u9700\u8981\u5927\u91cf\u5f00\u53d1\u5de5\u4f5c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce \u91d1\u878d\u670d\u52a1\u4e91\u9002\u5408\u62e5\u6709\u6210\u719f IT \u7ec4\u7ec7\u548c\u5b9e\u65bd\u5408\u4f5c\u4f19\u4f34\u9884\u7b97\u7684\u5927\u578b\u91d1\u878d\u670d\u52a1\u673a\u6784\u3002\u89c4\u6a21\u8f83\u5c0f\u7684\u79c1\u4eba\u94f6\u884c\u6216\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u53ef\u80fd\u4f1a\u53d1\u73b0\u603b\u62e5\u6709\u6210\u672c\u8d85\u8fc7\u4e86\u6240\u5e26\u6765\u7684\u4ef7\u503c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-microsoft-dynamics-365-for-financial-services\">Microsoft Dynamics 365 \u91d1\u878d\u670d\u52a1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Microsoft Dynamics 365\u4e0eMicrosoft Cloud for Financial Services\u76f8\u7ed3\u5408\uff0c\u5438\u5f15\u4e86\u5df2\u7ecf\u6295\u8d44Microsoft 365\u3001Azure\u548cTeams\u7684\u673a\u6784\u3002\u8be5\u5e73\u53f0\u5229\u7528\u719f\u6089\u7684\u754c\u9762\uff0c\u5e76\u4e0e\u987e\u95ee\u65e5\u5e38\u4f7f\u7528\u7684\u751f\u4ea7\u529b\u5de5\u5177\u96c6\u6210\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6838\u5fc3\u80fd\u529b\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u8fc7\u8054\u7cfb\u4eba\u548c\u8d26\u6237\u8ddf\u8e2a\u8fdb\u884c\u5173\u7cfb\u7ba1\u7406<\/li>\n\n\n\n<li>\u65b0\u4e1a\u52a1\u5f00\u53d1\u7684\u7ba1\u9053\u7ba1\u7406<\/li>\n\n\n\n<li>\u7528\u4e8e\u6784\u5efa\u81ea\u5b9a\u4e49\u5de5\u4f5c\u6d41\u7a0b\u548c\u5e94\u7528\u7a0b\u5e8f\u7684\u5f3a\u5927\u5e73\u53f0<\/li>\n\n\n\n<li>\u6574\u5408\u56e2\u961f\uff0c\u4fc3\u8fdb\u534f\u4f5c\u4e0e\u4ea4\u6d41<\/li>\n\n\n\n<li>\u4f01\u4e1a\u7ea7\u5b89\u5168\u548c\u5408\u89c4\u8ba4\u8bc1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8d22\u5bcc\u7684\u5177\u4f53\u8003\u8651\u56e0\u7d20\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e13\u4e1a\u8d22\u5bcc\u529f\u80fd\uff08KYC \u6d41\u7a0b\u3001\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\uff09\u9700\u8981\u5b9a\u5236\u5f00\u53d1\u6216\u7b2c\u4e09\u65b9\u9644\u52a0\u529f\u80fd<\/li>\n\n\n\n<li>\u5728\u5730\u533a\u6027 Azure \u6570\u636e\u4e2d\u5fc3\u6258\u7ba1\u6570\u636e\u53ef\u80fd\u4e0d\u7b26\u5408\u745e\u58eb\u5f0f\u4e3b\u6743\u8981\u6c42<\/li>\n\n\n\n<li>\u6700\u9002\u5408 IT \u90e8\u95e8\u80fd\u591f\u8f7b\u677e\u7ef4\u62a4\u5fae\u8f6f\u5806\u6808\u7684\u7ec4\u7ec7<\/li>\n\n\n\n<li>\u5b9e\u65bd\u7684\u590d\u6742\u6027\u968f\u5b9a\u5236\u8981\u6c42\u7684\u589e\u52a0\u800c\u589e\u52a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Dynamics 365 \u5bf9\u4e8e\u5df2\u7ecf\u52a0\u5165\u5fae\u8f6f\u751f\u6001\u7cfb\u7edf\u5e76\u62e5\u6709\u5185\u90e8\u5f00\u53d1\u80fd\u529b\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6765\u8bf4\u5f88\u6709\u610f\u4e49\u3002\u800c\u5bfb\u6c42 \"\u4ea4\u94a5\u5319 \"\u8d22\u5bcc\u89e3\u51b3\u65b9\u6848\u7684\u516c\u53f8\u53ef\u80fd\u66f4\u503e\u5411\u4e8e\u4e13\u95e8\u6784\u5efa\u7684\u66ff\u4ee3\u65b9\u6848\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-advisor-focused-crms-wealthbox-redtail-etc\">\u4ee5\u987e\u95ee\u4e3a\u4e2d\u5fc3\u7684 CRM\uff08Wealthbox\u3001Redtail \u7b49\uff09<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox \u548c Redtail CRM \u7b49\u5de5\u5177\u6df1\u53d7\u5317\u7f8e RIA \u548c\u72ec\u7acb\u8d22\u52a1\u987e\u95ee\u7684\u6b22\u8fce\u3002\u5b83\u4eec\u7684\u4f18\u52bf\u5728\u4e8e\u64cd\u4f5c\u7b80\u5355\uff0c\u754c\u9762\u53cb\u597d\uff0c\u4e13\u4e3a\u5c0f\u578b\u4f01\u4e1a\u8bbe\u8ba1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5178\u578b\u4f18\u52bf<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5177\u6709\u6d3b\u52a8\u8ddf\u8e2a\u529f\u80fd\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\uff0c\u4f7f\u987e\u95ee\u80fd\u591f\u5728\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u5185\u6709\u6548\u7ba1\u7406\u548c\u76d1\u63a7\u5ba2\u6237\u4e92\u52a8\u60c5\u51b5<\/li>\n\n\n\n<li>\u4efb\u52a1\u5de5\u4f5c\u6d41\u7a0b\u548c\u63d0\u9192<\/li>\n\n\n\n<li>\u4e0e\u4e3b\u8981\u4f9b\u5e94\u5546\u7684\u7535\u5b50\u90ae\u4ef6\u96c6\u6210<\/li>\n\n\n\n<li>\u9488\u5bf9 SEC\/FINRA \u8981\u6c42\u7684\u57fa\u672c\u5408\u89c4\u8bb0\u5f55<\/li>\n\n\n\n<li>\u7528\u6237\u754c\u9762\u53cb\u597d\uff0c\u5b66\u4e60\u96be\u5ea6\u4f4e<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u590d\u6742\u8d22\u5bcc\u7ba1\u7406\u7684\u5c40\u9650\u6027\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u5e38\u9700\u8981\u4e0e\u5355\u72ec\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u8d22\u52a1\u89c4\u5212\u5de5\u5177\u96c6\u6210<\/li>\n\n\n\n<li>\u5bf9\u591a\u9884\u8ba2\u4e2d\u5fc3\u8fd0\u884c\u7684\u652f\u6301\u6709\u9650<\/li>\n\n\n\n<li>\u6258\u7ba1\u901a\u5e38\u4f7f\u7528\u7f8e\u56fd\u7684\u4e91\u57fa\u7840\u8bbe\u65bd<\/li>\n\n\n\n<li>\u53ef\u80fd\u4e0d\u7b26\u5408\u6b27\u76df\u6216\u745e\u58eb\u7684\u6570\u636e\u9a7b\u7559\u8981\u6c42<\/li>\n\n\n\n<li>\u4e0d\u592a\u590d\u6742\u7684\u5bb6\u5ead\u548c\u5173\u7cfb\u56fe<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox \u548c Redtail \u4e3a\u5c0f\u578b\u54a8\u8be2\u4e1a\u52a1\u63d0\u4f9b\u4e86\u6709\u6548\u670d\u52a1\u3002\u7136\u800c\uff0c\u968f\u7740\u590d\u6742\u6027\u7684\u589e\u52a0\uff0c\u5927\u578b\u79c1\u4eba\u94f6\u884c\u548c\u591a\u7ba1\u8f96\u533a\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u901a\u5e38\u4f1a\u6dd8\u6c70\u8fd9\u4e9b\u5e73\u53f0\u3002\u5bf9\u591a\u4e2a\u96c6\u6210\u7cfb\u7edf\u7684\u9700\u6c42\u4f1a\u9020\u6210\u6570\u636e\u5b64\u5c9b\uff0c\u800c InvestGlass \u7b49\u7edf\u4e00\u5e73\u53f0\u5219\u53ef\u4ee5\u6d88\u9664\u8fd9\u4e9b\u5b64\u5c9b\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1344\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98.png\" alt=\"2026 \u5e74\u6700\u9002\u5408\u8d22\u5bcc\u7ba1\u7406\u7684 CRM\" class=\"wp-image-48361\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98.png 1344w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98-300x171.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98-1024x585.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/10\/2c7efeba-b49a-48b0-8e84-13003f9bde98-768x439.png 768w\" sizes=\"(max-width: 1344px) 100vw, 1344px\" \/><figcaption class=\"wp-element-caption\">2026 \u5e74\u6700\u9002\u5408\u8d22\u5bcc\u7ba1\u7406\u7684 CRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-to-prioritize-in-a-wealth-management-crm\">\u8d22\u5bcc\u7ba1\u7406 CRM \u5e94\u4f18\u5148\u8003\u8651\u7684\u4e3b\u8981\u529f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u529f\u80fd\u5217\u8868\u8ba9\u51b3\u7b56\u8005\u4e0d\u77e5\u6240\u63aa\u3002\u6570\u4ee5\u767e\u8ba1\u7684\u590d\u9009\u6846\u63a9\u76d6\u4e86\u771f\u6b63\u91cd\u8981\u7684\u4e1c\u897f\u3002\u806a\u660e\u7684\u8bc4\u4f30\u8005\u4f1a\u4f18\u5148\u8003\u8651\u4e0e\u76d1\u7ba1\u5b89\u5168\u3001\u987e\u95ee\u5de5\u4f5c\u6548\u7387\u548c\u5ba2\u6237\u4f53\u9a8c\u7d27\u5bc6\u76f8\u5173\u7684\u529f\u80fd\uff0c\u800c\u8fd9\u6b63\u662f\u51b3\u5b9a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5728\u8d22\u5bcc\u7ba1\u7406\u9886\u57df\u53d6\u5f97\u6210\u529f\u7684\u4e09\u5927\u652f\u67f1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91cd\u70b9\u8bc4\u4f30\u8fd9\u4e9b\u5173\u952e\u7c7b\u522b\uff1a\u5ba2\u6237 360 \u548c\u5173\u7cfb\u6620\u5c04\u3001\u5165\u804c\u548c KYC\/AML \u5de5\u4f5c\u6d41\u7a0b\u3001\u6295\u8d44\u7ec4\u5408\u6570\u636e\u548c\u9002\u5f53\u6027\u76d1\u7763\u3001\u81ea\u52a8\u5316\u548c\u4eba\u5de5\u667a\u80fd\u3001\u5408\u89c4\u6027\u548c\u5ba1\u8ba1\u8ddf\u8e2a\u4ee5\u53ca\u96c6\u6210\u80fd\u529b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-360-households-amp-complex-structures\">\u5ba2\u6237 360\u3001\u5bb6\u5ead\u548c\u590d\u6742\u7ed3\u6784<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u7ba1\u7406\u4e0d\u4ec5\u9700\u8981\u5bf9\u4e2a\u4eba\u5ba2\u6237\uff0c\u8fd8\u9700\u8981\u5bf9\u6574\u4e2a\u5173\u7cfb\u7f51\u7edc\u8fdb\u884c\u6478\u5e95\u3002\u5bb6\u5ead\u8de8\u8d8a\u51e0\u4ee3\u4eba\u3002\u5bb6\u65cf\u5206\u652f\u901a\u8fc7\u5404\u79cd\u5de5\u5177\u6301\u6709\u8d44\u4ea7\u3002\u4fe1\u6258\u3001\u57fa\u91d1\u4f1a\u548c\u516c\u53f8\u5b9e\u4f53\u589e\u52a0\u4e86\u590d\u6742\u6027\u7684\u5c42\u6b21\uff0c\u4e00\u822c\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u65e0\u6cd5\u4f53\u73b0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e2a\u5f3a\u5927\u7684\u8d22\u52a1 CRM \u5fc5\u987b\u663e\u793a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b9e\u4f53\u4e4b\u95f4\u7684\u6240\u6709\u6743\u8054\u7cfb<\/li>\n\n\n\n<li>\u7b7e\u5b57\u6743\u548c\u6388\u6743\u7ea7\u522b<\/li>\n\n\n\n<li>\u53d7\u76ca\u4eba\u53ca\u5176\u4e0e\u4e3b\u8981\u5ba2\u6237\u7684\u5173\u7cfb<\/li>\n\n\n\n<li>\u6cd5\u5f8b\u548c\u5408\u89c4\u56e2\u961f\u7684\u5c42\u6b21\u7ed3\u6784\u53ef\u89c6\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e2a\u5bb6\u65cf\u529e\u516c\u5ba4\u7ba1\u7406\u7740\u745e\u58eb\u3001\u65b0\u52a0\u5761\u548c\u963f\u8054\u914b\u7684\u4e09\u4ee3\u4eba\u3002\u6bcf\u4e2a\u5bb6\u65cf\u6210\u5458\u7684\u98ce\u9669\u72b6\u51b5\u548c\u6295\u8d44\u4efb\u52a1\u5404\u4e0d\u76f8\u540c\u3002\u4e00\u4e9b\u4eba\u5171\u4eab\u8054\u5408\u8d26\u6237\uff0c\u53e6\u4e00\u4e9b\u4eba\u5219\u4fdd\u6301\u5355\u72ec\u7684\u6295\u8d44\u7ec4\u5408\u3002\u529f\u80fd\u5f3a\u5927\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u53ef\u5728\u4e00\u4e2a\u89c6\u56fe\u4e2d\u663e\u793a\u6574\u4e2a\u7ed3\u6784\uff0c\u4f7f\u987e\u95ee\u5728\u4e0e\u5ba2\u6237\u4e92\u52a8\u4e4b\u524d\u5c31\u80fd\u4e86\u89e3\u80cc\u666f\u60c5\u51b5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u548c\u5176\u4ed6\u5148\u8fdb\u7684\u89e3\u51b3\u65b9\u6848\u53ef\u6309\u5bb6\u5ead\u3001\u6cd5\u4eba\u5b9e\u4f53\u6216\u53d7\u76ca\u6240\u6709\u4eba\u8fdb\u884c\u641c\u7d22\u548c\u62a5\u544a\u3002\u8fd9\u79cd\u529f\u80fd\u5bf9\u4e8e\u53cd\u6d17\u94b1\u68c0\u67e5\u548c\u76d1\u7ba1\u62a5\u544a\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u68c0\u67e5\u548c\u62a5\u544a\u9700\u8981\u6c47\u603b\u5404\u76f8\u5173\u65b9\u7684\u98ce\u9669\u655e\u53e3\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-onboarding-kyc-amp-periodic-reviews\">\u5165\u804c\u3001KYC \u548c\u5b9a\u671f\u5ba1\u67e5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5fc5\u987b\u534f\u8c03\u6574\u4e2a KYC \u751f\u547d\u5468\u671f\uff0c\u4e0d\u4ec5\u662f\u6700\u521d\u7684\u5165\u804c\uff0c\u8fd8\u5305\u62ec\u6301\u7eed\u7684\u5408\u89c4\u7ba1\u7406\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>KYC \u9636\u6bb5<\/th><th>\u65f6\u95f4\u5b89\u6392<\/th><th>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89d2\u8272<\/th><\/tr><tr><td>\u521d\u59cb\u5165\u804c<\/td><td>\u5f00\u8bbe\u8d26\u6237<\/td><td>\u6536\u96c6\u6587\u4ef6\u3001\u8fdb\u884c\u68c0\u67e5\u3001\u83b7\u5f97\u6279\u51c6<\/td><\/tr><tr><td>\u5b9a\u671f\u5237\u65b0<\/td><td>\u6839\u636e\u98ce\u9669\u6bcf 1-3 \u5e74\u4e00\u6b21<\/td><td>\u89e6\u53d1\u5ba1\u67e5\u3001\u8ddf\u8e2a\u5b8c\u6210\u60c5\u51b5\u3001\u8bb0\u5f55\u66f4\u65b0<\/td><\/tr><tr><td>\u4e8b\u4ef6\u9a71\u52a8\u5ba1\u67e5<\/td><td>\u5730\u5740\u53d8\u66f4\u3001PEP \u72b6\u6001\u3001\u8d22\u5bcc\u6765\u6e90<\/td><td>\u5728\u60c5\u51b5\u53d1\u751f\u53d8\u5316\u65f6\u542f\u52a8\u5f3a\u5316\u5c3d\u804c\u8c03\u67e5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6838\u5bf9\u8868\u3001\u6761\u4ef6\u5de5\u4f5c\u6d41\u548c\u81ea\u52a8\u63d0\u9192\u529f\u80fd\u53ef\u786e\u4fdd\u4e0d\u4f1a\u9057\u5fd8\u4efb\u4f55\u6587\u4ef6\u3002\u6bcf\u4efd\u8bc1\u636e\u90fd\u4ee5\u53ef\u5ba1\u8ba1\u7684\u65b9\u5f0f\u5b58\u50a8\uff0c\u76d1\u7ba1\u673a\u6784\u53ef\u5728\u591a\u5e74\u540e\u8fdb\u884c\u5ba1\u67e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5728\u65b0\u8d26\u6237\u3001\u5b50\u8d26\u6237\u6216\u5173\u8054\u5b9e\u4f53\u4e2d\u91cd\u590d\u4f7f\u7528\u73b0\u6709\u5ba2\u6237\u4fe1\u606f\uff0c\u6570\u5b57\u8868\u5355\u548c\u5ba2\u6237\u95e8\u6237\u53ef\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u91cd\u590d\u8f93\u5165\u3002\u5df2\u5b8c\u6210\u4e2a\u4eba\u8d26\u6237\u5165\u804c\u7684\u5ba2\u6237\u5728\u6dfb\u52a0\u4fe1\u6258\u8d26\u6237\u65f6\u4e0d\u9700\u8981\u91cd\u590d\u6574\u4e2a\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u9645\u5f71\u54cd\uff1a\u4f7f\u7528 InvestGlass \u7684\u4e2d\u578b EAM \u901a\u8fc7\u81ea\u52a8\u5316\u5ba1\u6279\u94fe\u548c KYC \u5ba1\u67e5\u6b65\u9aa4\uff0c\u5c06\u5165\u804c\u65f6\u95f4\u4ece\u6570\u5468\u7f29\u77ed\u81f3\u6570\u5929\u3002\u5408\u89c4\u5b98\u5458\u5c06\u65f6\u95f4\u82b1\u5728\u5224\u65ad\u4e0a\uff0c\u800c\u4e0d\u662f\u8ffd\u9010\u7f3a\u5931\u7684\u6587\u4ef6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-integration-suitability-amp-risk-controls\">\u6295\u8d44\u7ec4\u5408\u6574\u5408\u3001\u9002\u7528\u6027\u548c\u98ce\u9669\u63a7\u5236<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u9879\u6295\u8d44\u5efa\u8bae\u90fd\u5fc5\u987b\u4e0e\u5ba2\u6237\u7684\u98ce\u9669\u72b6\u51b5\u3001\u76ee\u6807\u548c\u9650\u5236\u76f8\u5339\u914d\u3002\u8fd9\u4e00\u76d1\u7ba1\u8981\u6c42\u8981\u6c42\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5185\u6216\u901a\u8fc7\u4e0e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u7684\u7d27\u5bc6\u96c6\u6210\u5b9e\u73b0\u6295\u8d44\u7ec4\u5408\u7684\u53ef\u89c1\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u57fa\u672c\u529f\u80fd\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0e\u6258\u7ba1\u4eba\u5b9e\u65f6\u6216\u6bcf\u65e5\u540c\u6b65\u5934\u5bf8<\/li>\n\n\n\n<li>\u5177\u6709\u57fa\u51c6\u6bd4\u8f83\u529f\u80fd\u7684\u6027\u80fd\u4eea\u8868\u677f<\/li>\n\n\n\n<li>\u98ce\u9669\u8bc4\u5206\u4e0e\u5ba2\u6237\u9002\u5b9c\u6027\u8bc4\u4f30\u76f8\u4e00\u81f4<\/li>\n\n\n\n<li>\u5177\u6709\u6267\u884c\u903b\u8f91\u7684\u6388\u6743\u89c4\u5219<\/li>\n\n\n\n<li>\u8fdd\u89c4\u8b66\u62a5\uff08\u96c6\u4e2d\u5ea6\u9650\u5236\u3001\u975e\u6d41\u52a8\u8d44\u4ea7\u9608\u503c\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4ece\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u6216 PMS \u7cfb\u7edf\u4e2d\u63d0\u53d6\u5934\u5bf8\uff0c\u4f7f\u9002\u5f53\u6027\u68c0\u67e5\u548c\u6295\u8d44\u59d4\u5458\u4f1a\u62a5\u544a\u53d8\u5f97\u7b80\u5355\u660e\u4e86\u3002\u987e\u95ee\u5728\u63d0\u51fa\u4efb\u4f55\u5efa\u8bae\u4e4b\u524d\uff0c\u90fd\u80fd\u51c6\u786e\u4e86\u89e3\u5ba2\u6237\u7684\u6301\u4ed3\u60c5\u51b5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76d1\u7ba1\u673a\u6784\u8d8a\u6765\u8d8a\u671f\u5f85\u4ece\u5efa\u8bae\u5230\u6267\u884c\u7684\u5168\u7a0b\u53ef\u8ffd\u6eaf\u6027\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e94\u8bb0\u5f55\u6bcf\u9879\u5efa\u8bae\u80cc\u540e\u7684\u7406\u7531\u3001\u6240\u9700\u7684\u76d1\u7ba1\u4eba\u5458\u6279\u51c6\u4ee5\u53ca\u5ba2\u6237\u540c\u610f\u6587\u4ef6\u3002\u8fd9\u79cd\u5ba1\u8ba1\u8ddf\u8e2a\u65e2\u80fd\u4fdd\u62a4\u5ba2\u6237\uff0c\u4e5f\u80fd\u4fdd\u62a4\u673a\u6784\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-workflows-amp-ai-assistance\">\u81ea\u52a8\u5316\u3001\u5de5\u4f5c\u6d41\u7a0b\u548c\u4eba\u5de5\u667a\u80fd\u534f\u52a9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6838\u5fc3\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u529f\u80fd\u53ef\u63d0\u9ad8\u987e\u95ee\u7684\u5de5\u4f5c\u6548\u7387\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4efb\u52a1\u8def\u7531<\/strong>:\u6839\u636e\u5ba2\u6237\u7fa4\u6216\u987e\u95ee\u533a\u57df\u81ea\u52a8\u5206\u914d\u8ddf\u8fdb\u4efb\u52a1<\/li>\n\n\n\n<li><strong>\u5ba1\u6279\u94fe<\/strong>:\u901a\u8fc7\u9002\u5f53\u7684\u5ba1\u67e5\u4eba\u5458\u5904\u7406\u9ad8\u4ef7\u503c\u4ea4\u6613\u6216\u654f\u611f\u53d8\u66f4<\/li>\n\n\n\n<li><strong>\u63d0\u9192\u7cfb\u7edf<\/strong>:\u6c38\u8fdc\u4e0d\u4f1a\u9519\u8fc7\u5ba1\u67e5\u4f1a\u8bae\u3001\u751f\u65e5\u7535\u8bdd\u6216 KYC \u622a\u6b62\u65e5\u671f<\/li>\n\n\n\n<li><strong>\u6a21\u677f\u5e8f\u5217<\/strong>:\u89c4\u8303\u5165\u804c\u3001\u5e74\u5ea6\u5ba1\u67e5\u548c\u8d26\u6237\u5173\u95ed\u6d41\u7a0b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u52a9\u624b\u53ef\u4ee5\u589e\u5f3a\u4eba\u7c7b\u7684\u5224\u65ad\u529b\uff0c\u800c\u4e0d\u4f1a\u53d6\u800c\u4ee3\u4e4b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5c06\u4f1a\u8bae\u8bb0\u5f55\u6c47\u603b\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u66f4\u65b0\u4e2d<\/li>\n\n\n\n<li>\u6839\u636e\u5ba2\u6237\u884c\u4e3a\u548c\u751f\u6d3b\u4e8b\u4ef6\u63d0\u51fa\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8\u5efa\u8bae<\/li>\n\n\n\n<li>\u53d1\u73b0\u9700\u8981\u987e\u95ee\u5173\u6ce8\u7684\u5f02\u5e38\u6a21\u5f0f<\/li>\n\n\n\n<li>\u5c06\u6536\u5230\u7684\u6587\u4ef6\u5206\u7c7b\u5f52\u5165\u9002\u5f53\u7684\u5ba2\u6237\u6863\u6848<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u5316\u5e94\u53ef\u7531\u4e1a\u52a1\u7528\u6237\u914d\u7f6e\u3002\u62d6\u653e\u5f0f\u5de5\u4f5c\u6d41\u7a0b\u7f16\u8f91\u5668\u4f7f\u524d\u53f0\u56e2\u961f\u80fd\u591f\u8c03\u6574\u6d41\u7a0b\uff0c\u907f\u514d IT \u5de5\u4f5c\u79ef\u538b\u3002InvestGlass \u5728\u745e\u58eb\u6cd5\u5f8b\u5141\u8bb8\u7684\u8303\u56f4\u5185\u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u548c\u81ea\u52a8\u5316\uff0c\u8fd9\u5bf9\u4e8e\u4e0d\u80fd\u5c06\u654f\u611f\u5ba2\u6237\u6570\u636e\u53d1\u9001\u5230\u7b2c\u4e09\u65b9\u4eba\u5de5\u667a\u80fd\u4e91\u7684\u673a\u6784\u6765\u8bf4\u975e\u5e38\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-audit-trails-amp-security\">\u5408\u89c4\u6027\u3001\u5ba1\u8ba1\u8ddf\u8e2a\u548c\u5b89\u5168\u6027<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u57fa\u672c\u5408\u89c4\u529f\u80fd\u662f\u4efb\u4f55\u8d22\u5bcc\u7ba1\u7406 CRM \u7684\u57fa\u7840\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u8981\u6c42<\/th><th>\u5b9e\u65bd<\/th><\/tr><tr><td>\u4e0d\u53ef\u53d8\u65e5\u5fd7<\/td><td>\u6bcf\u6b21\u66f4\u6539\u90fd\u4f1a\u8bb0\u5f55\u65f6\u95f4\u6233\u548c\u7528\u6237 ID<\/td><\/tr><tr><td>\u901a\u8baf\u6863\u6848<\/td><td>\u4ee5\u5b8c\u6574\u4e0a\u4e0b\u6587\u5b58\u50a8\u6240\u6709\u5ba2\u6237\u7aef\u4fe1\u606f<\/td><\/tr><tr><td>\u57fa\u4e8e\u89d2\u8272\u7684\u6743\u9650<\/td><td>\u8bbf\u95ee\u53d7\u529f\u80fd\u548c\u77e5\u60c5\u9700\u8981\u7684\u9650\u5236<\/td><\/tr><tr><td>\u56db\u773c\u63a7\u5236<\/td><td>\u654f\u611f\u66f4\u65b0\u9700\u8981\u4e8c\u7ea7\u5ba1\u6279<\/td><\/tr><tr><td>\u653f\u7b56\u6587\u4ef6<\/td><td>\u5d4c\u5165\u5e76\u53ef\u83b7\u53d6\u7684\u7a0b\u5e8f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u53ef\u4ee5\u5feb\u901f\u54cd\u5e94\u76d1\u7ba1\u673a\u6784\u7684\u8be2\u95ee\u3001\u5185\u90e8\u8c03\u67e5\u548c\u5ba2\u6237\u6295\u8bc9\u3002\u5f53\u76d1\u7ba1\u4eba\u5458\u8be2\u95ee \u201c\u8c01\u6279\u51c6\u4e86\u8fd9\u7b14\u4ea4\u6613\uff1f\u201d\u65f6\uff0c\u5e94\u5728\u51e0\u79d2\u949f\u5185\u63d0\u4f9b\u51c6\u786e\u7684\u8bc1\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b89\u5168\u8981\u6c42\u5305\u62ec\u5f3a\u5927\u7684\u52a0\u5bc6\u3001SSO \u548c\u591a\u56e0\u7d20\u8eab\u4efd\u9a8c\u8bc1\u3001\u654f\u611f\u8bbf\u95ee\u7684 IP \u9650\u5236\u4ee5\u53ca\u5206\u652f\u673a\u6784\u6216\u9884\u8ba2\u4e2d\u5fc3\u4e4b\u95f4\u7684\u9694\u79bb\u3002InvestGlass \u7684\u745e\u58eb\u6258\u7ba1\u548c\u4ee5\u5408\u89c4\u4e3a\u5bfc\u5411\u7684\u8bbe\u8ba1\u7b80\u5316\u4e86\u5ba1\u8ba1\u4eba\u5458\u7684\u4e92\u52a8\uff0c\u5e76\u652f\u6301\u76d1\u7ba1\u5ba1\u67e5\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-the-best-crm-for-your-wealth-management-firm\">\u5982\u4f55\u4e3a\u60a8\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u9009\u62e9\u6700\u4f73 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u201c\u65e5\u5185\u74e6\u79c1\u4eba\u94f6\u884c\u3001\u4f26\u6566\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u8fea\u62dc\u5bb6\u65cf\u529e\u516c\u5ba4\u4e4b\u95f4\u7684 \u201d\u6700\u4f73 \"\u4f1a\u6709\u6240\u4e0d\u540c\u3002\u6211\u4eec\u7684\u76ee\u6807\u4e0d\u662f\u627e\u5230\u4e00\u4e2a\u5ba2\u89c2\u4e0a\u5b8c\u7f8e\u7684\u5e73\u53f0\uff0c\u800c\u662f\u5b9e\u73b0\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u80fd\u529b\u3001\u4e1a\u52a1\u6218\u7565\u548c\u98ce\u9669\u504f\u597d\u4e4b\u95f4\u7684\u4e00\u81f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ed3\u6784\u5316\u8bc4\u4f30\u65b9\u6cd5\u53ef\u9632\u6b62\u51b3\u7b56\u762b\u75ea\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u8bc4\u4f30\u5185\u90e8\u6d41\u7a0b\u5e76\u627e\u51fa\u5dee\u8ddd<\/li>\n\n\n\n<li>\u6839\u636e\u5b9e\u9645\u8fd0\u884c\u9700\u6c42\u786e\u5b9a\u5fc5\u987b\u5177\u5907\u7684\u529f\u80fd<\/li>\n\n\n\n<li>\u6839\u636e\u6cd5\u5f8b\u548c\u5408\u89c4\u6027\u68c0\u67e5\u6570\u636e\u9a7b\u7559\u8981\u6c42<\/li>\n\n\n\n<li>\u8bc4\u4f30\u4f9b\u5e94\u5546\u7684\u7a33\u5b9a\u6027\u548c\u957f\u671f\u751f\u5b58\u80fd\u529b<\/li>\n\n\n\n<li>\u4f7f\u7528\u5b9e\u9645\u7528\u4f8b\u8fdb\u884c\u6982\u5ff5\u9a8c\u8bc1<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c3d\u65e9\u8ba9\u6240\u6709\u5229\u76ca\u76f8\u5173\u8005\u53c2\u4e0e\u8fdb\u6765\uff1a\u6bcf\u5929\u4f7f\u7528\u7cfb\u7edf\u7684\u524d\u53f0\u4e3b\u7ba1\u3001\u5173\u6ce8\u6548\u7387\u7684\u9996\u5e2d\u8fd0\u8425\u5b98\u3001\u5173\u6ce8\u76d1\u7ba1\u98ce\u9669\u7684\u5408\u89c4\u5b98\u4ee5\u53ca\u8bc4\u4f30\u6280\u672f\u5339\u914d\u6027\u7684 IT\/\u5b89\u5168\u56e2\u961f\u3002\u5916\u90e8\u987e\u95ee\u53ef\u4ee5\u63d0\u4f9b\u6709\u7528\u7684\u89c2\u70b9\uff0c\u4f46\u4e0d\u5e94\u8be5\u63a8\u52a8\u4e0e\u8fd0\u8425\u73b0\u5b9e\u8131\u8282\u7684\u51b3\u7b56\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u9009\u62e9\u524d\u91cf\u5316\u9884\u671f\u6548\u76ca\u3002\u7f29\u77ed\u5165\u804c\u65f6\u95f4\u3002\u51cf\u5c11 KYC \u5f02\u5e38\u3002\u63d0\u9ad8\u4ea4\u53c9\u9500\u552e\u7684\u6210\u529f\u7387\u3002\u51cf\u5c11\u4eba\u5de5\u62a5\u544a\u5de5\u4f5c\u91cf\u3002\u8fd9\u4e9b\u6307\u6807\u53ef\u4ee5\u5efa\u7acb\u95ee\u8d23\u5236\uff0c\u5e2e\u52a9\u8bc1\u660e\u6295\u8d44\u7684\u5408\u7406\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u65e2\u662f\u4ea7\u54c1\u5408\u4f5c\u4f19\u4f34\uff0c\u4e5f\u662f\u5b9e\u65bd\u5408\u4f5c\u4f19\u4f34\uff0c\u53ef\u6839\u636e\u8d22\u5bcc\u7ba1\u7406\u8981\u6c42\u63d0\u4f9b\u914d\u7f6e\u652f\u6301\u3001\u57f9\u8bad\u548c\u8fc1\u79fb\u670d\u52a1\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-assess-your-current-processes-amp-gap-areas\">\u8bc4\u4f30\u5f53\u524d\u6d41\u7a0b\u548c\u5dee\u8ddd\u9886\u57df<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u7ed8\u5236\u5f53\u524d\u5ba2\u6237\u751f\u547d\u5468\u671f\u56fe\u5f00\u59cb\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7ebf\u7d22\u6355\u83b7<\/strong>:\u6f5c\u5728\u5ba2\u6237\u5982\u4f55\u8fdb\u5165\u7ba1\u9053\uff1f<\/li>\n\n\n\n<li><strong>\u5165\u804c<\/strong>:\u4ece\u8fbe\u6210\u534f\u8bae\u5230\u9996\u6b21\u6295\u8d44\u6709\u54ea\u4e9b\u6b65\u9aa4\uff1f<\/li>\n\n\n\n<li><strong>\u9002\u7528\u6027<\/strong>:\u5982\u4f55\u8bb0\u5f55\u98ce\u9669\u6982\u51b5\u548c\u6295\u8d44\u5efa\u8bae\uff1f<\/li>\n\n\n\n<li><strong>\u6301\u7eed\u670d\u52a1<\/strong>:\u5982\u4f55\u5b89\u6392\u548c\u8bb0\u5f55\u5ba1\u67e5\u4f1a\u8bae\uff1f<\/li>\n\n\n\n<li><strong>\u79bb\u5c97<\/strong>:\u5173\u7cfb\u7ed3\u675f\u65f6\u4f1a\u53d1\u751f\u4ec0\u4e48\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bda\u5b9e\u5730\u8bc6\u522b\u74f6\u9888\u3002\u987e\u95ee\u662f\u5426\u4ecd\u5728\u4f7f\u7528\u624b\u5de5\u7535\u5b50\u8868\u683c\u8fdb\u884c KYC \u8ddf\u8e2a\uff1f\u7f3a\u4e4f\u4e2d\u592e\u5ba2\u6237\u89c6\u56fe\u662f\u5426\u8feb\u4f7f\u987e\u95ee\u5728\u4e94\u4e2a\u4e0d\u540c\u7684\u7cfb\u7edf\u4e4b\u95f4\u5207\u6362\uff1f\u5408\u89c4\u56e2\u961f\u548c\u987e\u95ee\u56e2\u961f\u662f\u5426\u4f7f\u7528\u4e92\u4e0d\u5173\u8054\u7684\u6570\u636e\u6e90\uff1f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e\u5b9e\u9645\u7684\u4f4e\u6548\u60c5\u51b5\u800c\u4e0d\u662f\u4f9b\u5e94\u5546\u7684\u529f\u80fd\u76ee\u5f55\uff0c\u521b\u5efa\u4e00\u4e2a \u201c\u5fc5\u987b\u6709\u4e0e\u5e0c\u671b\u6709 \u201d\u7684\u4f18\u5148\u7ea7\u5217\u8868\u3002\u4e00\u4e2a\u4e2d\u7b49\u89c4\u6a21\u7684 EAM \u53ef\u80fd\u4f1a\u53d1\u73b0\uff0c40% \u7684\u987e\u95ee\u65f6\u95f4\u6d88\u5931\u5728\u624b\u52a8\u62a5\u544a\u548c KYC \u8ddf\u8fdb\u4e2d\u3002\u8fd9\u4e00\u53d1\u73b0\u6bd4\u4efb\u4f55\u901a\u7528\u6e05\u5355\u90fd\u80fd\u66f4\u6709\u6548\u5730\u6ee1\u8db3\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u9700\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-define-data-sovereignty-amp-regulatory-requirements\">\u786e\u5b9a\u6570\u636e\u4e3b\u6743\u548c\u76d1\u7ba1\u8981\u6c42<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6cd5\u5f8b\u548c\u5408\u89c4\u56e2\u961f\u5fc5\u987b\u660e\u786e\u89c4\u5b9a\u6570\u636e\u7684\u5b58\u653e\u4f4d\u7f6e\u3002\u8981\u56de\u7b54\u7684\u95ee\u9898<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ec5\u9650\u745e\u58eb\uff1f<\/li>\n\n\n\n<li>\u6b27\u76df\u6570\u636e\u4e2d\u5fc3\u53ef\u4ee5\u63a5\u53d7\u5417\uff1f<\/li>\n\n\n\n<li>\u5177\u4f53\u7684\u56fd\u5bb6\u8981\u6c42\uff08\u5fb7\u56fd\u3001\u6cd5\u56fd\u3001\u82f1\u56fd\uff09\uff1f<\/li>\n\n\n\n<li>\u9002\u7528\u54ea\u4e9b\u6cd5\u89c4\uff1fFINMA\u3001BaFin\u3001FCA\u3001GDPR \u53ca\u5176\u4ed6\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u653f\u6cbb\u654f\u611f\u5730\u533a\u6216\u8de8\u5883\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u7684\u673a\u6784\u901a\u5e38\u66f4\u9752\u7750\u745e\u58eb\u4e3b\u6743\u6258\u7ba1\u670d\u52a1\uff0c\u4ee5\u964d\u4f4e\u5730\u7f18\u653f\u6cbb\u548c\u6cd5\u5f8b\u98ce\u9669\u3002\u7f8e\u56fd\u300a\u4e91\u6cd5\u6848\u300b\u4e3a\u5b58\u50a8\u5728\u7f8e\u56fd\u4e91\u63d0\u4f9b\u5546\u5904\u7684\u6570\u636e\u5e26\u6765\u4e86\u6f5c\u5728\u98ce\u9669\uff0c\u800c InvestGlass \u7b49\u745e\u58eb\u6258\u7ba1\u89e3\u51b3\u65b9\u6848\u5219\u53ef\u6d88\u9664\u8fd9\u79cd\u62c5\u5fe7\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bb0\u5f55\u6db5\u76d6\u52a0\u5bc6\u6807\u51c6\u3001\u8bbf\u95ee\u63a7\u5236\u8981\u6c42\u548c\u65e5\u5fd7\u8bb0\u5f55\u9884\u671f\u7684\u5185\u90e8\u5b89\u5168\u653f\u7b56\u3002\u4efb\u4f55\u7ecf\u8fc7\u8bc4\u4f30\u7684 CRM \u90fd\u5fc5\u987b\u901a\u8fc7\u6587\u6863\u548c\u5ba1\u8ba1\u62a5\u544a\u8bc1\u660e\u7b26\u5408\u8fd9\u4e9b\u6807\u51c6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluate-integration-amp-migration-complexity\">\u8bc4\u4f30\u96c6\u6210\u548c\u8fc1\u79fb\u7684\u590d\u6742\u6027<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u4ee3\u8d22\u5bcc\u7ba1\u7406\u6280\u672f\u5806\u6808\u5305\u62ec\u591a\u4e2a\u7cfb\u7edf\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6838\u5fc3\u94f6\u884c\u5e73\u53f0<\/li>\n\n\n\n<li>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf<\/li>\n\n\n\n<li>\u6258\u7ba1\u4eba\u6570\u636e\u9988\u9001<\/li>\n\n\n\n<li>\u7535\u5b50\u90ae\u4ef6\u548c\u65e5\u5386\u7cfb\u7edf<\/li>\n\n\n\n<li>\u6587\u4ef6\u5b58\u50a8\u5e93<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bc4\u4f30\u4f9b\u5e94\u5546\u7684 API \u6210\u719f\u5ea6\u3001\u901a\u7528\u5e73\u53f0\u7684\u6807\u51c6\u8fde\u63a5\u5668\u4ee5\u53ca\u4e0e\u7c7b\u4f3c\u7cfb\u7edf\u96c6\u6210\u7684\u7ecf\u9a8c\u3002\u8981\u6c42\u63d0\u4f9b\u57fa\u4e8e\u53ef\u6bd4\u8d22\u5bcc\u7ba1\u7406\u5b9e\u65bd\u7684\u53c2\u8003\u6848\u4f8b\u548c\u73b0\u5b9e\u7684\u65f6\u95f4\u4f30\u8ba1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u4e0e\u73b0\u6709\u94f6\u884c\u5806\u6808\u5bf9\u63a5\uff0c\u540c\u65f6\u6db5\u76d6\u8bb8\u591a\u524d\u53f0\u529f\u80fd\u3002\u8fd9\u79cd\u53cc\u91cd\u529f\u80fd\u51cf\u5c11\u4e86\u6240\u9700\u96c6\u6210\u70b9\u7684\u603b\u6570\uff0c\u7b80\u5316\u4e86\u521d\u59cb\u90e8\u7f72\u548c\u6301\u7eed\u7ef4\u62a4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-run-a-proof-of-concept-with-real-use-cases\">\u4f7f\u7528\u771f\u5b9e\u7528\u4f8b\u8fdb\u884c\u6982\u5ff5\u9a8c\u8bc1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6295\u5165\u9884\u7b97\u548c\u7ec4\u7ec7\u53d8\u9769\u4e4b\u524d\uff0c\u4f7f\u7528\u771f\u5b9e\uff08\u4f46\u533f\u540d\uff09\u7684\u5ba2\u6237\u6570\u636e\u548c\u5b9e\u9645\u5de5\u4f5c\u6d41\u7a0b\u8fdb\u884c\u8bd5\u70b9\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u63a5\u7eb3\u7ed3\u6784\u590d\u6742\u7684\u65b0\u9ad8\u51c0\u503c\u4eba\u58eb<\/li>\n\n\n\n<li>\u6267\u884c\u5e74\u5ea6\u5ba1\u67e5\u7a0b\u5e8f<\/li>\n\n\n\n<li>\u5b8c\u6210\u9ad8\u98ce\u9669\u5ba2\u6237\u7684 KYC \u66f4\u65b0<\/li>\n\n\n\n<li>\u751f\u6210\u5408\u89c4\u62a5\u544a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u9884\u5148\u786e\u5b9a\u6210\u529f\u6307\u6807\uff1a30% \u5165\u804c\u901f\u5ea6\u66f4\u5feb\uff1f\u51cf\u5c11\u6bcf\u4e2a\u6d41\u7a0b\u7684\u4eba\u5de5\u64cd\u4f5c\uff1f\u987e\u95ee\u6ee1\u610f\u5ea6\u5f97\u5206\u66f4\u9ad8\uff1f\u8bd5\u70b9\u7ed3\u675f\u540e\u6839\u636e\u8fd9\u4e9b\u57fa\u51c6\u8fdb\u884c\u8861\u91cf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8bd5\u70b9\u671f\u95f4\u6d4b\u8bd5\u4f9b\u5e94\u5546\u7684\u652f\u6301\u8d28\u91cf\u3002\u4ed6\u4eec\u662f\u5426\u4e86\u89e3\u8d22\u5bcc\u76d1\u7ba1\u65b9\u9762\u7684\u7ec6\u5fae\u5dee\u522b\uff1f\u4ed6\u4eec\u80fd\u5426\u5728\u4e0d\u8fdb\u884c\u5927\u91cf\u5b9a\u5236\u5f00\u53d1\u7684\u60c5\u51b5\u4e0b\u914d\u7f6e\u5de5\u4f5c\u6d41\u7a0b\uff1f\u8bc4\u4f30\u671f\u95f4\u7684\u54cd\u5e94\u65f6\u95f4\u548c\u4e13\u4e1a\u77e5\u8bc6\u6c34\u5e73\u5f80\u5f80\u9884\u793a\u7740\u5b9e\u65bd\u540e\u7684\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-investglass-stands-out-as-the-best-crm-for-regulated-wealth-management\">InvestGlass \u4e3a\u4f55\u6210\u4e3a\u53d7\u76d1\u7ba1\u8d22\u5bcc\u7ba1\u7406\u884c\u4e1a\u7684\u6700\u4f73 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u745e\u58eb\u6570\u636e\u4e3b\u6743\u3001\u8d22\u5bcc\u4e13\u7528\u5de5\u4f5c\u6d41\u7a0b\u548c\u96c6\u6210\u81ea\u52a8\u5316\u7ed3\u5408\u5728\u4e00\u4e2a\u5e73\u53f0\u4e2d\u3002\u8fd9\u4e00\u7ec4\u5408\u89e3\u51b3\u4e86\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u9762\u4e34\u7684\u6838\u5fc3\u6311\u6218\uff1a\u5408\u89c4\u538b\u529b\u3001\u5ba2\u6237\u5bf9\u6570\u5b57\u4f53\u9a8c\u7684\u671f\u671b\uff0c\u4ee5\u53ca\u5728\u4fdd\u6301\u8fd0\u8425\u6548\u7387\u7684\u540c\u65f6\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u7684\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8be5\u5e73\u53f0\u6db5\u76d6\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\uff0c\u4ece\u6700\u521d\u7684\u6f5c\u5728\u5ba2\u6237\u63a5\u89e6\u5230\u6570\u5b57\u5165\u804c\u3001KYC \u548c\u53cd\u6d17\u94b1\u9a8c\u8bc1\u3001\u6295\u8d44\u7ec4\u5408\u548c\u59d4\u6258\u7ba1\u7406\u3001\u8425\u9500\u6d3b\u52a8\u3001\u5b9a\u671f\u5ba1\u67e5\u548c\u6301\u7eed\u5408\u89c4\u76d1\u63a7\u3002\u8fd9\u79cd\u7edf\u4e00\u7684\u65b9\u6cd5\u6d88\u9664\u4e86\u9020\u6210\u98ce\u9669\u548c\u4f4e\u6548\u7387\u7684\u5404\u81ea\u4e3a\u653f\u73b0\u8c61\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5173\u952e\u5dee\u5f02\u5316\u56e0\u7d20\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5185\u7f6e\u4e13\u4e3a\u8d22\u5bcc\u7ba1\u7406\u800c\u8bbe\u8ba1\u7684\u8d22\u52a1\u5de5\u4f5c\u6d41\u7a0b\uff0c\u800c\u975e\u6839\u636e\u4e00\u822c\u9500\u552e\u6d41\u7a0b\u8fdb\u884c\u8c03\u6574<\/li>\n\n\n\n<li>\u80fd\u591f\u5728\u4f01\u4e1a\u5185\u90e8\u6216\u745e\u58eb\u4e91\u4e2d\u90e8\u7f72\u771f\u6b63\u72ec\u7acb\u7684\u57fa\u7840\u8bbe\u65bd<\/li>\n\n\n\n<li>\u4e0d\u53d7\u7f8e\u56fd\u300a\u4e91\u8ba1\u7b97\u6cd5\u300b\u6216\u5176\u4ed6\u57df\u5916\u6570\u636e\u8bbf\u95ee\u6cd5\u5f8b\u7684\u5f71\u54cd<\/li>\n\n\n\n<li>\u524d\u53f0\u3001\u4e2d\u53f0\u548c\u5408\u89c4\u529f\u80fd\u7684\u5355\u4e00\u5e73\u53f0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e3a\u5404\u79cd\u53d7\u76d1\u7ba1\u673a\u6784\u63d0\u4f9b\u670d\u52a1\uff1a\u79c1\u4eba\u94f6\u884c\u3001\u72ec\u7acb\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u3001\u673a\u5668\u4eba\u987e\u95ee\u3001\u4fdd\u9669\u7ecf\u7eaa\u4eba\uff0c\u751a\u81f3\u9700\u8981\u94f6\u884c\u7ea7\u5408\u89c4\u5de5\u5177\u7684\u516c\u5171\u90e8\u95e8\u5b9e\u4f53\u3002\u8be5\u5e73\u53f0\u53ef\u4ece\u5c0f\u578b EAM \u56e2\u961f\u6269\u5c55\u5230\u5927\u578b\u79c1\u4eba\u94f6\u884c\u4e1a\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u5bfb\u6c42\u6700\u4f73\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u800c\u8a00\uff0cInvestGlass \u65e2\u80fd\u5c0a\u91cd\u6570\u636e\u4e3b\u6743\uff0c\u53c8\u80fd\u63d0\u4f9b\u73b0\u4ee3\u5316\u7684\u81ea\u52a8\u5316\u548c\u5ba2\u6237\u53c2\u4e0e\u529f\u80fd\uff0c\u662f\u5e94\u5bf9\u65e5\u76ca\u590d\u6742\u6311\u6218\u7684\u4e13\u7528\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u51c6\u5907\u597d\u63a2\u7d22 InvestGlass \u5982\u4f55\u6539\u53d8\u60a8\u7684\u8d22\u5bcc\u7ba1\u7406\u4e1a\u52a1\u4e86\u5417\uff1f<\/strong> \u5b89\u6392\u4e00\u6b21\u6f14\u793a\u6216\u7814\u8ba8\u4f1a\uff0c\u4ee5\u7ed8\u5236\u60a8\u7684\u7279\u5b9a\u6d41\u7a0b\u56fe\uff0c\u5e76\u4e86\u89e3\u91cf\u8eab\u5b9a\u5236\u914d\u7f6e\u7684\u5b9e\u9645\u8fd0\u884c\u60c5\u51b5\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u5e38\u89c1\u95ee\u9898\u89e3\u7b54\u6d89\u53ca\u8d22\u5bcc\u7ecf\u7406\u5728\u8bc4\u4f30 CRM \u7cfb\u7edf\u65f6\u901a\u5e38\u4f1a\u63d0\u51fa\u7684\u5b9e\u9645\u95ee\u9898\uff0c\u4e0d\u9650\u4e8e\u4e3b\u8981\u6587\u7ae0\u6240\u6db5\u76d6\u7684\u5185\u5bb9\u3002\u7b54\u6848\u4e3b\u8981\u96c6\u4e2d\u5728\u4e0e\u9996\u5e2d\u8fd0\u8425\u5b98\u3001\u5408\u89c4\u4e3b\u7ba1\u548c\u8d22\u5bcc\u7ba1\u7406\u4e3b\u7ba1\u76f8\u5173\u7684\u7279\u5b9a\u8d22\u5bcc\u95ee\u9898\u4e0a\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-typically-take-to-implement-a-wealth-management-crm-like-investglass\">\u5b9e\u65bd InvestGlass \u8fd9\u6837\u7684\u8d22\u5bcc\u7ba1\u7406 CRM \u901a\u5e38\u9700\u8981\u591a\u957f\u65f6\u95f4\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u62e5\u6709 5-20 \u4e2a\u7528\u6237\u7684\u5c0f\u578b EAM\uff0c\u4ece\u9879\u76ee\u542f\u52a8\u5230\u4e0a\u7ebf\u4e00\u822c\u9700\u8981 6-10 \u5468\u7684\u65f6\u95f4\u3002\u79c1\u4eba\u94f6\u884c\u6216\u591a\u9884\u8ba2\u4e2d\u5fc3\u7684\u8bbe\u7f6e\u53ef\u80fd\u9700\u8981\u6570\u6708\u65f6\u95f4\uff0c\u5177\u4f53\u53d6\u51b3\u4e8e\u96c6\u6210\u7684\u590d\u6742\u6027\u548c\u5b9a\u5236\u8981\u6c42\u3002\u4e3b\u8981\u9636\u6bb5\u5305\u62ec\u53d1\u73b0\u548c\u8bbe\u8ba1\u3001\u914d\u7f6e\u548c\u6570\u636e\u8fc1\u79fb\u3001\u96c6\u6210\u6d4b\u8bd5\u4ee5\u53ca\u5206\u9636\u6bb5\u63a8\u51fa\u7684\u57f9\u8bad\u3002InvestGlass \u901a\u8fc7\u9884\u5148\u5efa\u7acb\u7684 KYC \u6a21\u677f\u548c\u8d22\u5bcc\u5de5\u4f5c\u6d41\u7a0b\u52a0\u5feb\u90e8\u7f72\u901f\u5ea6\uff0c\u8fd9\u4e9b\u6a21\u677f\u548c\u6d41\u7a0b\u53ef\u4ee5\u8fdb\u884c\u8c03\u6574\uff0c\u800c\u4e0d\u662f\u4ece\u5934\u5f00\u59cb\u5efa\u7acb\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-replace-both-my-crm-and-parts-of-my-portfolio-management-system\">InvestGlass \u80fd\u5426\u53d6\u4ee3\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u548c\u90e8\u5206\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e3b\u8981\u662f\u4e00\u4e2a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\uff0c\u4f46\u5b83\u63d0\u4f9b\u7684\u6295\u8d44\u7ec4\u5408\u548c\u4efb\u52a1\u89c6\u56fe\u6db5\u76d6\u4e86\u8bb8\u591a\u524d\u53f0\u6295\u8d44\u7ec4\u5408\u9700\u6c42\u3002\u5bf9\u4e8e\u4e00\u4e9b EAM \u548c\u8f83\u5c0f\u7684\u673a\u6784\u800c\u8a00\uff0c\u8fd9\u4e00\u529f\u80fd\u53ef\u4ee5\u6d88\u9664\u5bf9\u5355\u72ec\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u7684\u9700\u6c42\u3002\u5927\u578b\u94f6\u884c\u901a\u5e38\u4f1a\u4fdd\u7559\u4e13\u95e8\u7684 PMS \u89e3\u51b3\u65b9\u6848\uff0c\u540c\u65f6\u5c06 InvestGlass \u7528\u4f5c\u7edf\u4e00\u5ba2\u6237\u80cc\u666f\u7684\u987e\u95ee\u9a7e\u9a76\u8231\u3002\u8be5\u5e73\u53f0\u4e0e\u73b0\u6709\u7684\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u548c PMS \u89e3\u51b3\u65b9\u6848\u96c6\u6210\uff0c\u4ee5\u907f\u514d\u6570\u636e\u91cd\u590d\u548c\u624b\u52a8\u91cd\u65b0\u8f93\u5165\u91d1\u878d\u8d26\u6237\u4fe1\u606f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-swiss-hosted-crm-help-with-cross-border-wealth-management\">\u745e\u58eb\u6258\u7ba1 CRM \u5982\u4f55\u5e2e\u52a9\u8de8\u5883\u8d22\u5bcc\u7ba1\u7406\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u745e\u58eb\u6258\u7ba1\u5ba2\u6237\u6570\u636e\u53ef\u63d0\u4f9b\u6cd5\u5f8b\u548c\u653f\u6cbb\u7a33\u5b9a\u6027\uff0c\u62c9\u4e01\u7f8e\u6d32\u3001\u4e2d\u4e1c\u548c\u5317\u975e\u4ee5\u53ca\u4e9a\u6d32\u7684\u56fd\u9645\u5ba2\u6237\u5c24\u5176\u770b\u91cd\u8fd9\u4e00\u70b9\u3002\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u548c\u76d1\u7ba1\u6846\u67b6\u652f\u6301\u673a\u6784\u5728\u9690\u79c1\u548c\u6570\u636e\u4fdd\u62a4\u65b9\u9762\u7684\u5b9a\u4f4d\uff0c\u8fd9\u5728\u7ade\u4e89\u8de8\u5883\u5173\u7cfb\u65f6\u662f\u4e00\u4e2a\u91cd\u8981\u7684\u5dee\u5f02\u5316\u56e0\u7d20\u3002\u867d\u7136\u8de8\u5883\u9002\u5f53\u6027\u89c4\u5219\u4ecd\u7136\u9700\u8981\u8c28\u614e\u7684\u6d41\u7a0b\u8bbe\u8ba1\uff0c\u4f46\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u63d0\u4f9b\u4e86\u575a\u5b9e\u7684\u6cd5\u5f8b\u548c\u6280\u672f\u57fa\u7840\uff0c\u53ef\u4ee5\u5728\u6b64\u57fa\u7840\u4e0a\u5efa\u7acb\u5408\u89c4\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-investglass-suitable-only-for-swiss-institutions\">InvestGlass \u662f\u5426\u53ea\u9002\u5408\u745e\u58eb\u673a\u6784\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5728\u745e\u58eb\u5efa\u7acb\uff0c\u4f46\u4e3a\u591a\u4e2a\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u91d1\u878d\u673a\u6784\u63d0\u4f9b\u670d\u52a1\uff0c\u8fd9\u4e9b\u673a\u6784\u4f18\u5148\u8003\u8651\u6570\u636e\u9690\u79c1\u548c\u7a33\u5065\u7684\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\u3002\u8be5\u5e73\u53f0\u652f\u6301\u591a\u8bed\u8a00\u754c\u9762\uff0c\u53ef\u6839\u636e\u6b27\u76df\u3001\u82f1\u56fd\u3001\u4e2d\u4e1c\u548c\u5176\u4ed6\u5e02\u573a\u7684\u5f53\u5730\u6cd5\u89c4\u8fdb\u884c\u914d\u7f6e\u3002\u56fd\u9645\u516c\u53f8\u53ef\u4ee5\u6839\u636e\u5177\u4f53\u7684\u76d1\u7ba1\u8981\u6c42\u548c\u4e1a\u52a1\u6218\u7565\uff0c\u9009\u62e9\u745e\u58eb\u4e91\u6258\u7ba1\uff08\u4ee5\u5b9e\u73b0\u6700\u5927\u7684\u4e3b\u6743\u5b9a\u4f4d\uff09\u6216\u5728\u81ea\u5df1\u7684\u57fa\u7840\u8bbe\u65bd\u5185\u8fdb\u884c\u73b0\u573a\u90e8\u7f72\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-pricing-for-a-wealth-management-crm-like-investglass-typically-include\">InvestGlass \u7b49\u8d22\u5bcc\u7ba1\u7406 CRM \u7684\u5b9a\u4ef7\u901a\u5e38\u5305\u62ec\u54ea\u4e9b\u65b9\u9762\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u4ef7\u65b9\u5f0f\u901a\u5e38\u662f\u6309\u7528\u6237\u8bb8\u53ef\u4e0e\u5b9e\u65bd\u3001\u914d\u7f6e\u548c\u5b9a\u5236\u96c6\u6210\u8d39\u7528\u76f8\u7ed3\u5408\uff0c\u800c\u4e0d\u662f\u7b80\u5355\u7684\u7edf\u4e00\u8ba2\u8d2d\u3002InvestGlass \u6839\u636e\u6240\u9009\u6a21\u5757\uff08\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6838\u5fc3\u6a21\u5757\u3001\u5165\u804c\u548c KYC \u6a21\u5757\u3001\u8425\u9500\u81ea\u52a8\u5316\u6a21\u5757\u3001\u5ba2\u6237\u95e8\u6237\u6a21\u5757\uff09\u63d0\u4f9b\u5206\u7ea7\u9009\u9879\uff0c\u56e0\u6b64\u516c\u53f8\u53ea\u9700\u4e3a\u5b9e\u9645\u4f7f\u7528\u7684\u529f\u80fd\u4ed8\u8d39\u3002\u5b9e\u65bd\u8303\u56f4\u5bf9\u603b\u6210\u672c\u6709\u5f88\u5927\u5f71\u54cd\uff0c\u5c24\u5176\u662f\u590d\u6742\u7684\u96c6\u6210\u8981\u6c42\u3002\u8bf7\u76f4\u63a5\u8054\u7cfb InvestGlass\uff0c\u63d0\u4f9b\u5927\u81f4\u7528\u6237\u6570\u548c\u6240\u9700\u6a21\u5757\uff0c\u4ee5\u83b7\u5f97\u7b26\u5408\u60a8\u4e1a\u52a1\u9700\u6c42\u7684\u5b9a\u5236\u4f30\u4ef7\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-crm-for-wealth-management\">\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7b80\u4ecb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5f53\u4eca\u7684\u8d22\u5bcc\u7ba1\u7406\u9886\u57df\uff0c\u5efa\u7acb\u548c\u57f9\u517b\u5f3a\u5927\u7684\u5ba2\u6237\u5173\u7cfb\u4e0d\u4ec5\u975e\u5e38\u91cd\u8981\uff0c\u800c\u4e14\u662f\u5b9e\u73b0\u4e1a\u52a1\u7206\u70b8\u5f0f\u589e\u957f\u548c\u6301\u4e45\u6210\u529f\u7684\u6700\u7ec8\u6539\u53d8\u56e0\u7d20\u3002\u968f\u7740\u91d1\u878d\u670d\u52a1\u7ade\u4e89\u7684\u767d\u70ed\u5316\u548c\u5ba2\u6237\u8981\u6c42\u7684\u4e0d\u65ad\u63d0\u9ad8\uff0c\u806a\u660e\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6b63\u5728\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u4f5c\u4e3a\u81ea\u5df1\u7684\u79d8\u5bc6\u6b66\u5668\u3002\u6b63\u786e\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e0d\u4ec5\u80fd\u5e2e\u52a9\u7406\u8d22\u987e\u95ee\u7ba1\u7406\u5ba2\u6237\u6570\u636e\uff0c\u8fd8\u80fd\u5c06\u4ed6\u4eec\u8f6c\u53d8\u4e3a\u5173\u7cfb\u8d85\u7ea7\u82f1\u96c4\uff0c\u63d0\u4f9b\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u4e2a\u6027\u5316\u7406\u8d22\u5efa\u8bae\uff0c\u6ee1\u8db3\u6bcf\u4f4d\u5ba2\u6237\u7684\u72ec\u7279\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u8f6f\u4ef6\u5c06\u7b80\u5355\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u529f\u80fd\u53d1\u6325\u5f97\u6dcb\u6f13\u5c3d\u81f4\u3002\u4ece\u95ea\u7535\u822c\u5feb\u901f\u5165\u804c\u548c\u65e0\u61c8\u53ef\u51fb\u7684\u5408\u89c4\u6027\uff0c\u5230\u52a8\u6001\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\u548c\u65e0\u7f1d\u5ba2\u6237\u6c9f\u901a\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u662f\u516c\u53f8\u7b80\u5316\u5404\u79cd\u4e1a\u52a1\u6d41\u7a0b\u7684\u5f97\u529b\u52a9\u624b\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u5c06\u6240\u6709\u5ba2\u6237\u4fe1\u606f\u7f6e\u4e8e\u60a8\u7684\u6307\u5c16\uff0c\u5e76\u4e3a\u60a8\u63d0\u4f9b\u6e05\u6670\u7684 360 \u5ea6\u5168\u65b9\u4f4d\u5ba2\u6237\u5173\u7cfb\u89c6\u56fe\uff0c\u4f7f\u8d22\u52a1\u987e\u95ee\u6210\u4e3a\u5ba2\u6237\u7684\u8bfb\u5fc3\u8005\uff0c\u5728\u5ba2\u6237\u610f\u8bc6\u5230\u81ea\u5df1\u6709\u9700\u6c42\u4e4b\u524d\u5c31\u80fd\u9884\u6d4b\u5230\u9700\u6c42\uff0c\u505a\u51fa\u95ea\u7535\u822c\u7684\u53cd\u5e94\uff0c\u5e76\u5efa\u7acb\u7a33\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\uff0c\u4ece\u800c\u4ea7\u751f\u4e0d\u53ef\u963b\u6321\u7684\u5fe0\u8bda\u5ea6\u548c\u65e0\u7a77\u65e0\u5c3d\u7684\u8f6c\u4ecb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u51c6\u5907\u5927\u5c55\u62f3\u811a\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u800c\u8a00\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u4f18\u52bf\u662f\u6bcb\u5eb8\u7f6e\u7591\u7684\uff1a\u5ba2\u6237\u6ee1\u610f\u5ea6\u8d85\u4e4e\u60f3\u8c61\u3001\u8fd0\u8425\u6548\u7387\u98de\u901f\u63d0\u5347\uff0c\u4ee5\u53ca\u5728\u4e1a\u52a1\u7206\u70b8\u5f0f\u589e\u957f\u7684\u540c\u65f6\u6269\u5c55\u4e2a\u6027\u5316\u670d\u52a1\u7684\u60ca\u4eba\u80fd\u529b\u3002\u5728\u8fd9\u4e2a\u4fe1\u4efb\u548c\u4eba\u9645\u5173\u7cfb\u51b3\u5b9a\u4e00\u5207\u7684\u884c\u4e1a\u4e2d\uff0c\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6280\u672f\u4e0d\u4ec5\u662f\u660e\u667a\u4e4b\u4e3e\uff0c\u800c\u4e14\u662f\u60a8\u63d0\u4f9b\u4ee4\u4eba\u77a0\u76ee\u7684\u670d\u52a1\u548c\u5b9e\u73b0\u53ef\u6301\u7eed\u4e1a\u52a1\u589e\u957f\u7684\u4e0d\u53ef\u8ba8\u4ef7\u8fd8\u4ef7\u7684\u6218\u7565\u8d85\u7ea7\u80fd\u529b\uff0c\u8ba9\u7ade\u4e89\u5bf9\u624b\u671b\u5c18\u83ab\u53ca\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-and-setup-getting-started-with-your-wealth-management-crm\">\u5b9e\u65bd\u548c\u8bbe\u7f6e\uff1a\u5f00\u59cb\u4f7f\u7528\u8d22\u5bcc\u7ba1\u7406 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM \u7684\u6210\u529f\u5b9e\u65bd\u59cb\u4e8e\u6e05\u6670\u7684\u5546\u4e1a\u667a\u80fd\u548c\u5bf9\u5ba2\u6237\u7684\u654f\u9510\u5173\u6ce8\u3002.<\/strong> \u8d62\u5bb6\u7684\u8d22\u52a1\u987e\u95ee\u5e76\u4e0d\u53ea\u662f\u5bc4\u5e0c\u671b\u4e8e\u6700\u597d\u7684\u7ed3\u679c\uff0c\u4ed6\u4eec <strong>\u7ed8\u5236\u6bcf\u4e00\u4e2a\u5f53\u524d\u6d41\u7a0b<\/strong> \u5e76\u51c6\u786e\u5b9a\u4f4d\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u7684\u6700\u5927\u4ef7\u503c\u6240\u5728\u3002\u65e0\u8bba\u60a8\u662f\u8981\u7b80\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u3001\u52a0\u5f3a\u6c9f\u901a\u8fd8\u662f\u5373\u65f6\u8bbf\u95ee\u8d22\u52a1\u6570\u636e\u3001, <strong>\u57fa\u7840\u51b3\u5b9a\u6210\u8d25\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9009\u62e9\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u4e0d\u4ec5\u81f3\u5173\u91cd\u8981\uff0c\u800c\u4e14\u5173\u7cfb\u5230\u516c\u53f8\u7684\u672a\u6765\u3002.<\/strong> Salesforce Financial Services Cloud \u7b49\u5e73\u53f0\u63d0\u4f9b\u5168\u9762\u7684\u5de5\u5177\u5957\u4ef6\uff0c\u4e13\u95e8\u7528\u4e8e\u4e3b\u5bfc\u60a8\u6240\u5728\u884c\u4e1a\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u8d22\u52a1\u6570\u636e\u5904\u7406\u3002\u5f53\u60a8\u8bc4\u4f30\u5404\u79cd\u9009\u9879\u65f6\u3001, <strong>\u4f18\u5148\u8003\u8651\u6e38\u620f\u89c4\u5219\u6539\u53d8\u8005<\/strong>\u7528\u6237\u53cb\u597d\u7684\u754c\u9762\uff0c\u8ba9\u60a8\u7684\u56e2\u961f\u7231\u4e0d\u91ca\u624b\uff1b\u65e0\u7f1d\u96c6\u6210\uff0c\u4e0e\u60a8\u7684\u73b0\u6709\u7cfb\u7edf\u76f8\u8fde\u63a5\uff1b\u53ef\u5b9a\u5236\u7684\u5de5\u4f5c\u6d41\u7a0b\uff0c\u9002\u5e94\u60a8\u72ec\u7279\u7684\u4e1a\u52a1\u57fa\u56e0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u60a8\u7684\u8bbe\u7f6e\u6d41\u7a0b\u5c06\u6210\u4e3a\u60a8\u7684\u7ade\u4e89\u4f18\u52bf<\/strong> \u5f53\u60a8\u914d\u7f6e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\uff0c\u4f7f\u5176\u5b8c\u7f8e\u53cd\u6620\u516c\u53f8\u7684\u7ed3\u6784\uff0c\u4e0e\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u4f1a\u8ba1\u8f6f\u4ef6\u5b8c\u7f8e\u96c6\u6210\uff0c\u5e76\u4ee5\u65e0\u61c8\u53ef\u51fb\u7684\u5b89\u5168\u6027\u5904\u7406\u6570\u636e\u8fc1\u79fb\u65f6\u3002. <strong>\u57f9\u8bad\u5458\u5de5\u4e0d\u662f\u53ef\u6709\u53ef\u65e0\u7684\uff0c\u800c\u662f\u5fc5\u4e0d\u53ef\u5c11\u7684\u3002.<\/strong> \u60a8\u7684\u987e\u95ee\u548c\u652f\u6301\u56e2\u961f\u5728\u4f7f\u7528\u65b0\u7cfb\u7edf\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u548c\u8d22\u52a1\u8d26\u6237\u65f6\uff0c\u9700\u8981\u6709\u7edd\u5bf9\u4e13\u4e1a\u7684\u81ea\u4fe1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5728\u5353\u8d8a\u7684\u4f9b\u5e94\u5546\u5ba2\u6237\u652f\u6301\u4e0b\uff0c\u7ed3\u6784\u5316\u7684\u5b9e\u65bd\u65b9\u6cd5\u53ef\u6d88\u9664\u5e72\u6270\uff0c\u52a0\u5feb\u7528\u6237\u5728\u6574\u4e2a\u7ec4\u7ec7\u4e2d\u7684\u91c7\u7528\u3002.<\/strong> \u901a\u8fc7\u5728\u89c4\u5212\u548c\u57f9\u8bad\u65b9\u9762\u6295\u5165\u5927\u91cf\u7684\u524d\u671f\u65f6\u95f4\uff0c\u60a8\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u53ef\u786e\u4fdd\u65e0\u7f1d\u8fc7\u6e21\u5230\u65b0\u7684 CRM \u7cfb\u7edf\uff0c\u5e76\u4e14 <strong>\u7acb\u5373\u5f00\u59cb\u6536\u83b7<\/strong> \u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\u548c\u8fd0\u8425\u6548\u7387\uff0c\u4ece\u800c\u6539\u53d8\u60a8\u7684\u5e95\u7ebf\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-and-business-growth-in-wealth-management\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0e\u8d22\u5bcc\u7ba1\u7406\u4e1a\u52a1\u589e\u957f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e0d\u4ec5\u662f\u8f6f\u4ef6\uff0c\u8fd8\u662f\u60a8\u5b9e\u73b0\u7206\u70b8\u5f0f\u589e\u957f\u7684\u79d8\u5bc6\u6b66\u5668<\/strong> \u8d22\u5bcc\u7ba1\u7406\u884c\u4e1a\u3002\u5f53\u60a8\u4e3a\u60a8\u7684\u8d22\u52a1\u987e\u95ee\u914d\u5907\u4e86 <strong>\u5168\u65b9\u4f4d 360 \u5ea6\u89c6\u89d2<\/strong> \u4e86\u89e3\u6bcf\u4f4d\u5ba2\u6237\u7684\u8d22\u52a1\u72b6\u51b5\u3001\u76ee\u6807\u548c\u6c9f\u901a\u5386\u53f2\uff0c\u4f60\u63d0\u4f9b\u7684\u4e0d\u4ec5\u4ec5\u662f\u5efa\u8bae\uff0c\u8fd8\u5305\u62ec <strong>\u771f\u6b63\u4e2a\u6027\u5316\u7684\u91d1\u878d\u4f53\u9a8c<\/strong> \u8ba9\u60a8\u7684\u5ba2\u6237\u60ca\u53f9\u4e0d\u5df2\u3002\u8fd9\u79cd\u6df1\u523b\u7406\u89e3\u4e0d\u4ec5\u80fd\u52a0\u5f3a\u5173\u7cfb\uff0c\u8fd8\u80fd <strong>\u53d1\u73b0\u5229\u6da6\u4e30\u539a\u7684\u65b0\u673a\u9047<\/strong> \u60a8\u7684\u7ade\u4e89\u5bf9\u624b\u6240\u5ffd\u7565\u7684\u4ea4\u53c9\u9500\u552e\u548c\u8ffd\u52a0\u9500\u552e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u505c\u6b62\u5728\u4eba\u5de5\u6d41\u7a0b\u4e0a\u6d6a\u8d39\u65f6\u95f4<\/strong> \u5e76\u5f00\u59cb\u4e13\u6ce8\u4e8e\u771f\u6b63\u91cd\u8981\u7684\u4e8b\u60c5\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u53ef\u7b80\u5316\u4ece\u5ba2\u6237\u5165\u804c\u3001\u8d26\u6237\u7ba1\u7406\u5230\u6295\u8d44\u7ec4\u5408\u76d1\u7763\u7684\u6240\u6709\u5de5\u4f5c\u3001, <strong>\u89e3\u653e\u60a8\u7684\u987e\u95ee\uff0c\u8ba9\u4ed6\u4eec\u53d1\u6325\u6240\u957f<\/strong>\uff1a\u5236\u5b9a\u6210\u529f\u7684\u8d22\u52a1\u8ba1\u5212\u548c\u6295\u8d44\u6218\u7565\u3002\u5229\u7528\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b\u548c\u8425\u9500\u81ea\u52a8\u5316\u5de5\u5177\u3001, <strong>\u60a8\u518d\u4e5f\u4e0d\u4f1a\u9519\u8fc7\u4e0e\u5ba2\u6237\u7684\u4e92\u52a8<\/strong>, \u540c\u65f6\uff0c\u5185\u7f6e\u7684\u5408\u89c4\u6027\u7ba1\u7406\u529f\u80fd\u53ef\u8ba9\u60a8\u59cb\u7ec8\u9886\u5148\u4e8e\u76d1\u7ba1\u8981\u6c42\uff0c\u5e76\u4e14 <strong>\u4fdd\u62a4\u516c\u53f8\u58f0\u8a89<\/strong> \u5c31\u50cf\u4e00\u5ea7\u5821\u5792\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7ed3\u679c\u4e0d\u8a00\u81ea\u660e<\/strong>\u5ba2\u6237\u6ee1\u610f\u5ea6\uff1a\u5ba2\u6237\u66f4\u6ee1\u610f\uff0c\u5ba2\u6237\u4fdd\u7559\u7387\u66f4\u9ad8\uff0c\u4ee5\u53ca <strong>\u4ee4\u7ade\u4e89\u5bf9\u624b\u5ac9\u5992\u7684\u6536\u5165\u589e\u957f<\/strong>. .\u901a\u8fc7\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6765\u7ba1\u7406\u5ba2\u6237\u6570\u636e\u3001\u5206\u6790\u5ba2\u6237\u884c\u4e3a\u5e76\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\uff0c\u60a8\u4e0d\u4ec5\u80fd\u8ddf\u4e0a\u884c\u4e1a\u6cd5\u89c4\u548c\u5e02\u573a\u8d8b\u52bf\uff0c\u8fd8\u80fd\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002 <strong>\u4f60\u9886\u5148\u6570\u82f1\u91cc<\/strong> \u5e76\u5728\u5f53\u4eca\u6b8b\u9177\u7684\u7ade\u4e89\u73af\u5883\u4e2d\u63a8\u52a8\u4e1a\u52a1\u7684\u53ef\u6301\u7eed\u589e\u957f\u3002. <strong>\u60a8\u7684\u6210\u529f\u6545\u4e8b\u59cb\u4e8e\u6b63\u786e\u9009\u62e9 CRM\u3002.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion\">\u7ed3\u8bba<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5f53\u4eca\u5feb\u901f\u53d1\u5c55\u7684\u91d1\u878d\u670d\u52a1\u9886\u57df\u3001, <strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5df2\u6210\u4e3a\u6539\u53d8\u6e38\u620f\u89c4\u5219\u7684\u89e3\u51b3\u65b9\u6848<\/strong> \u4f7f\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u80fd\u591f <strong>\u5efa\u7acb\u7262\u4e0d\u53ef\u7834\u7684\u5ba2\u6237\u5173\u7cfb\uff0c\u63d0\u4f9b\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\uff0c\u63a8\u52a8\u4e1a\u52a1\u7206\u70b8\u5f0f\u589e\u957f<\/strong>. .\u901a\u8fc7\u6218\u7565\u6027\u5730\u9009\u62e9\u548c\u90e8\u7f72\u9002\u5408\u5176\u72ec\u7279\u9700\u6c42\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u751f\u6001\u7cfb\u7edf\uff0c\u8d22\u52a1\u987e\u95ee\u53ef\u4ee5 <strong>\u63d0\u4f9b\u771f\u6b63\u4e2a\u6027\u5316\u7684\u8d22\u52a1\u6307\u5bfc\uff0c\u7b80\u5316\u6bcf\u4e2a\u4e1a\u52a1\u6d41\u7a0b\uff0c\u786e\u4fdd\u7ade\u4e89\u4f18\u52bf<\/strong> \u5728\u65e5\u76ca\u62e5\u6324\u7684\u5e02\u573a\u4e2d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6b63\u786e\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u4e0d\u4ec5\u80fd\u7ba1\u7406\u6570\u636e\uff0c\u8fd8\u80fd\u6539\u53d8\u91d1\u878d\u670d\u52a1\u516c\u53f8\u7684\u8fd0\u8425\u65b9\u5f0f<\/strong>, \u4f7f\u4ed6\u4eec\u80fd\u591f <strong>\u6709\u6548\u534f\u8c03\u5ba2\u6237\u5173\u7cfb\uff0c\u63d0\u5347\u4e1a\u52a1\u7ee9\u6548\uff0c\u57f9\u517b\u6301\u4e45\u7684\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb<\/strong> \u8fd9\u4e9b\u670d\u52a1\u80fd\u591f\u7ecf\u53d7\u4f4f\u5e02\u573a\u6ce2\u52a8\u548c\u65f6\u95f4\u7684\u8003\u9a8c\u3002\u968f\u7740\u5ba2\u6237\u671f\u671b\u503c\u4e0d\u65ad\u6500\u5347\uff0c\u76d1\u7ba1\u73af\u5883\u65e5\u8d8b\u590d\u6742\u3001, <strong>\u6295\u8d44\u4e00\u4e2a\u5f3a\u5927\u7684\u3001\u4e00\u4f53\u5316\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e0d\u4ec5\u662f\u660e\u667a\u4e4b\u4e3e\uff0c\u800c\u4e14\u662f\u7edd\u5bf9\u5fc5\u8981\u7684<\/strong> \u5bf9\u4e8e\u51b3\u5fc3\u957f\u671f\u5360\u636e\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u800c\u8a00\u3002\u901a\u8fc7\u91c7\u7528\u6700\u5148\u8fdb\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6280\u672f\uff0c\u516c\u53f8\u4e0d\u4ec5\u80fd\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\uff0c\u8fd8\u80fd <strong>\u52a0\u5feb\u4e1a\u52a1\u589e\u957f\uff0c\u5de9\u56fa\u5e02\u573a\u5730\u4f4d\uff0c\u6210\u4e3a\u65e0\u53ef\u4e89\u8bae\u7684\u9886\u5bfc\u8005<\/strong> \u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u91d1\u878d\u670d\u52a1\u9886\u57df\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Wealth managers in 2026 need CRM systems that extend far beyond simple contact management. Today\u2019s platforms must orchestrate digital onboarding, KYC processes, portfolio data synchronization, and compliant communications all within a single ecosystem. The best CRM for wealth management is one that unifies the entire client lifecycle, integrates portfolio management capabilities, and maintains strict regulatory [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49021,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,95],"class_list":["post-48856","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-wealth-management"],"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>Best CRM for Wealth Management in 2026 | InvestGlass<\/title>\n<meta name=\"description\" content=\"Wealth managers in 2026 need CRM systems that extend far beyond simple contact management. Today\u2019s platforms must orchestrate digital onboarding, KYC\" \/>\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\/2026-\u5e74\u8d22\u5bcc\u7ba1\u7406\u6700\u4f73-crm\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Best CRM for Wealth Management in 2026\" \/>\n<meta property=\"og:description\" content=\"Wealth managers in 2026 need CRM systems that extend far beyond simple contact management. 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