{"id":48873,"date":"2026-01-30T15:23:16","date_gmt":"2026-01-30T14:23:16","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48873"},"modified":"2026-02-07T15:24:58","modified_gmt":"2026-02-07T14:24:58","slug":"2026-%e5%b9%b4%ef%bc%8cinvestglass-%e5%a6%82%e4%bd%95%e5%b8%ae%e5%8a%a9%e6%82%a8%e5%ae%89%e5%85%a8%e6%89%a9%e5%b1%95%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86-crm","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/crm-for-wealth-management-how-investglass-helps-you-scale-securely-in-2026\/","title":{"rendered":"\u8d22\u5bcc\u7ba1\u7406\u7684 CRM\uff1aInvestGlass \u5982\u4f55\u5e2e\u52a9\u60a8\u5728 2026 \u5e74\u5b9e\u73b0\u5b89\u5168\u6269\u5c55"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u7528\u4e8e\u8d22\u5bcc\u7ba1\u7406\u7684 CRM \u53ef\u4ee5\u96c6\u4e2d\u7ba1\u7406\u5ba2\u6237\u6570\u636e\u3001\u6295\u8d44\u7ec4\u5408\u548c\u901a\u4fe1\uff0c\u56e0\u6b64\u8d22\u52a1\u987e\u95ee\u53ef\u4ee5\u5927\u89c4\u6a21\u5730\u63d0\u4f9b\u9ad8\u5ea6\u4e2a\u6027\u5316\u7684\u5efa\u8bae\uff0c\u540c\u65f6\u4fdd\u6301\u6bcf\u79cd\u5173\u7cfb\u7684\u5b8c\u5168\u53ef\u89c1\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e00\u6b3e\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u96c6\u6570\u5b57\u5316\u5165\u804c\u3001KYC\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u8425\u9500\u81ea\u52a8\u5316\u548c\u5ba2\u6237\u95e8\u6237\u4e8e\u4e00\u4f53\uff0c\u662f\u4e13\u4e3a\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u8bbe\u8ba1\u7684\u7efc\u5408\u5957\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u745e\u58eb\u6258\u7ba1\u6216\u9884\u7f6e\u6258\u7ba1\uff0c\u53ef\u4e3a\u5728\u591a\u4e2a\u53f8\u6cd5\u7ba1\u8f96\u533a\u8fd0\u8425\u7684\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u63d0\u4f9b\u4e25\u683c\u7684\u6570\u636e\u9690\u79c1\u3001\u745e\u58eb\u6570\u636e\u4e3b\u6743\u548c\u76d1\u7ba1\u5408\u89c4\u652f\u6301\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u548c\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u5de5\u5177\u51cf\u5c11\u4e86\u91cd\u590d\u6027\u5de5\u4f5c\uff0c\u52a0\u5feb\u4e86\u5165\u804c\u901f\u5ea6\uff0c\u4f7f\u987e\u95ee\u80fd\u591f\u4e13\u6ce8\u4e8e\u9ad8\u4ef7\u503c\u5ba2\u6237\u5bf9\u8bdd\uff0c\u800c\u975e\u884c\u653f\u8d1f\u62c5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a 2026 \u5e74\u7684\u8d22\u5bcc\u7ba1\u7406\u9009\u62e9\u5408\u9002\u7684 CRM \u610f\u5473\u7740\u68c0\u67e5\u4e0e\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u548c\u6295\u8d44\u7ec4\u5408\u5de5\u5177\u7684\u96c6\u6210\u3001\u5408\u89c4\u80fd\u529b\u4ee5\u53ca\u968f\u7ba1\u7406\u8d44\u4ea7\u800c\u6269\u5c55\u7684\u80fd\u529b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-a-crm-for-wealth-management\">\u4ec0\u4e48\u662f\u8d22\u5bcc\u7ba1\u7406 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u662f\u4e13\u4e3a\u79c1\u4eba\u94f6\u884c\u3001\u72ec\u7acb\u987e\u95ee\u3001\u591a\u5bb6\u65cf\u529e\u516c\u5ba4\u548c\u91d1\u878d\u54a8\u8be2\u516c\u53f8\u6253\u9020\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u3002\u4e0e\u4e00\u822c\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u4e0d\u540c\uff0c\u8fd9\u7c7b\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u4e0d\u4ec5\u4ec5\u662f\u5b58\u50a8\u59d3\u540d\u548c\u7535\u8bdd\u53f7\u7801\u3002\u5b83\u5c06\u5bb6\u5ead\u3001\u6cd5\u5f8b\u5b9e\u4f53\u3001\u6295\u8d44\u7ec4\u5408\u3001\u98ce\u9669\u6982\u51b5\u548c\u76d1\u7ba1\u6587\u4ef6\u94fe\u63a5\u5230\u4e00\u4e2a\u7edf\u4e00\u7684\u5ba2\u6237\u8bb0\u5f55\u4e2d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u7ba1\u7406\u662f\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5de5\u4f5c\u6d41\u7a0b\u548c\u65e0\u7f1d\u6570\u636e\u96c6\u6210\u7684\u6838\u5fc3\uff0c\u53ef\u786e\u4fdd\u6539\u5584\u5ba2\u6237\u5173\u7cfb\u548c\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u5e74\uff0c\u7528\u4e8e\u8d22\u5bcc\u7ba1\u7406\u7684\u73b0\u4ee3 CRM \u652f\u6301\u6df7\u5408\u54a8\u8be2\u4e4b\u65c5\u3002\u6765\u81ea <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=\"5834\">\u6570\u5b57\u5165\u804c<\/a> \u56e0\u6b64\uff0c\u5e73\u53f0\u5fc5\u987b\u65e0\u7f1d\u5904\u7406\u6bcf\u4e2a\u63a5\u89e6\u70b9\u3002\u8d22\u52a1\u987e\u95ee\u9700\u8981\u901a\u8fc7\u6574\u5408\u5ba2\u6237\u6570\u636e\u548c\u7b80\u5316\u6c9f\u901a\u6765\u7ba1\u7406\u8054\u7cfb\u4eba\uff0c\u540c\u65f6\u7ef4\u62a4\u652f\u6301\u5408\u89c4\u8981\u6c42\u7684\u5b8c\u6574\u6c9f\u901a\u5386\u53f2\u8bb0\u5f55\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e13\u4e3a\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u8bbe\u8ba1\uff0c\u4e0e\u4e3a\u96f6\u552e\u6216\u4e00\u822c\u9500\u552e\u56e2\u961f\u8bbe\u8ba1\u7684\u6a2a\u5411\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u76f8\u6bd4\uff0c\u5b83\u4ece\u6839\u672c\u4e0a\u6539\u53d8\u4e86\u6743\u9650\u3001\u5ba1\u8ba1\u8ddf\u8e2a\u548c\u9002\u5f53\u6027\u68c0\u67e5\u7684\u5904\u7406\u65b9\u5f0f\u3002\u5c06\u8d22\u5bcc\u7ba1\u7406\u8f6f\u4ef6\u96c6\u6210\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u4e2d\u53ef\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u7b80\u5316\u5165\u804c\u548c\u8d22\u52a1\u89c4\u5212\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5e94\u7ba1\u7406\u7684\u6838\u5fc3\u5bf9\u8c61\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u5bf9\u8c61\u7c7b\u578b<\/th><th>\u8bf4\u660e<\/th><\/tr><tr><td>\u5ba2\u6237\u548c\u5bb6\u5ead<\/td><td>\u4e2a\u4eba\u3001\u5bb6\u5ead\u53ca\u5176\u76f8\u4e92\u5173\u8054\u7684\u5173\u7cfb<\/td><\/tr><tr><td>\u6295\u8d44\u7ec4\u5408\u548c\u4efb\u52a1<\/td><td>\u6295\u8d44\u8d26\u6237\u3001\u5168\u6743\u59d4\u6258\u534f\u8bae\u548c\u54a8\u8be2\u5408\u540c<\/td><\/tr><tr><td>\u6cd5\u5f8b\u5b9e\u4f53<\/td><td>\u4fe1\u6258\u3001\u63a7\u80a1\u516c\u53f8\u548c\u516c\u53f8\u7ed3\u6784<\/td><\/tr><tr><td>\u5408\u89c4\u8bb0\u5f55<\/td><td>KYC \u6587\u4ef6\u3001\u98ce\u9669\u8bc4\u4f30\u548c\u9002\u5b9c\u6027\u62a5\u544a<\/td><\/tr><tr><td>\u901a\u4fe1\u65e5\u5fd7<\/td><td>\u7535\u5b50\u90ae\u4ef6\u3001\u4f1a\u8bae\u8bb0\u5f55\u548c\u4efb\u52a1\u7ba1\u7406\u8bb0\u5f55<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-wealth-managers-need-a-dedicated-crm-today\">\u4e3a\u4ec0\u4e48\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5982\u4eca\u9700\u8981\u4e13\u7528 CRM\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u5e74\u7684\u8d22\u5bcc\u7ba1\u7406\u5c06\u9762\u4e34\u4e00\u573a\u5b8c\u7f8e\u98ce\u66b4\uff1a\u5ba2\u6237\u671f\u671b\u66f4\u9ad8\u3001\u4ea7\u54c1\u66f4\u590d\u6742\u3001\u76d1\u7ba1\u66f4\u4e25\u683c\uff0c\u5982 MiFID II\u3001\u7f8e\u56fd\u91d1\u878d\u4e1a\u76d1\u7ba1\u5c40\uff08FINMA\uff09\u901a\u544a\u548c\u6b27\u76df\u53cd\u6d17\u94b1\u6307\u4ee4\u3002\u5ba2\u6237\u671f\u671b\u901a\u8fc7\u6570\u5b57\u6e20\u9053\u83b7\u5f97\u4e2a\u6027\u5316\u670d\u52a1\uff0c\u800c\u76d1\u7ba1\u673a\u6784\u5219\u8981\u6c42\u63d0\u4f9b\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u4ee5\u53ca\u6bcf\u9879\u5efa\u8bae\u7684\u9002\u7528\u6027\u8bc1\u660e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5728\u6ca1\u6709\u4e13\u7528 CRM \u7684\u60c5\u51b5\u4e0b\u8fd0\u8425\u516c\u53f8\u7684\u5e38\u89c1\u95ee\u9898\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5206\u6563\u5728\u5404\u90e8\u95e8\u7684\u7535\u5b50\u8868\u683c\u652f\u79bb\u7834\u788e\uff0c\u6ca1\u6709\u5355\u4e00\u7684\u771f\u76f8\u6765\u6e90<\/li>\n\n\n\n<li>\u7535\u5b50\u90ae\u4ef6\u5206\u6563\uff0c\u65e0\u6cd5\u91cd\u5efa\u5b8c\u6574\u7684\u5ba2\u6237\u5173\u7cfb<\/li>\n\n\n\n<li>\u9700\u8981\u624b\u52a8\u8f93\u5165\u548c\u6838\u5bf9\u6570\u636e\u7684\u4e92\u4e0d\u5173\u8054\u7684\u6295\u8d44\u7ec4\u5408\u5de5\u5177<\/li>\n\n\n\n<li>\u9519\u8fc7 KYC \u66f4\u65b0\u622a\u6b62\u65e5\u671f\uff0c\u5bfc\u81f4\u76d1\u7ba1\u98ce\u9669\u548c\u5ba2\u6237\u5931\u671b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e3a\u5ba2\u6237\u6570\u636e\u3001\u6295\u8d44\u76ee\u6807\u3001\u9002\u5b9c\u6027\u4fe1\u606f\u548c\u6c9f\u901a\u5386\u53f2\u63d0\u4f9b\u4e86\u5355\u4e00\u7684\u771f\u5b9e\u6765\u6e90\u3002\u5f53\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u51c6\u5907\u8fdb\u884c\u5b63\u5ea6\u5ba1\u67e5\u65f6\uff0c\u6240\u9700\u7684\u4e00\u5207\u4fe1\u606f\u90fd\u53ef\u4ee5\u5728\u4e00\u4e2a\u5730\u65b9\u627e\u5230\uff0c\u800c\u4e0d\u5fc5\u8de8\u8d8a\u4e94\u4e2a\u4e0d\u540c\u7684\u7cfb\u7edf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u901a\u8fc7\u81ea\u52a8\u63d0\u9192 KYC \u66f4\u65b0\u3001\u5b9a\u671f\u5ba1\u67e5\u4f1a\u8bae\u548c\u9002\u5f53\u6027\u66f4\u65b0\uff0c\u5e2e\u52a9\u964d\u4f4e\u8fd0\u8425\u98ce\u9669\u3002\u4f8b\u5982\uff0c\u5f53\u5ba2\u6237\u8d44\u6599\u9700\u8981\u5728 2026 \u5e74 1 \u6708\u66f4\u65b0\u65f6\uff0c\u7cfb\u7edf\u4f1a\u63d0\u524d\u6570\u5468\u81ea\u52a8\u63d0\u9192\u5408\u89c4\u56e2\u961f\u548c\u6307\u5b9a\u987e\u95ee\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-capabilities-of-a-modern-wealth-management-crm\">\u73b0\u4ee3\u8d22\u5bcc\u7ba1\u7406 CRM \u7684\u6838\u5fc3\u529f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u8282\u5c06\u4ecb\u7ecd 2026 \u5e74\u91d1\u878d\u987e\u95ee\u3001\u79c1\u4eba\u94f6\u884c\u548c\u5bb6\u65cf\u529e\u516c\u5ba4\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5fc5\u987b\u5177\u5907\u7684\u57fa\u672c\u529f\u80fd\u3002\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u9700\u8981\u7684\u5e73\u53f0\u8fdc\u8fdc\u8d85\u51fa\u57fa\u672c\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\uff0c\u4ee5\u652f\u6301\u590d\u6742\u7684\u5ba2\u6237\u5173\u7cfb\u3001\u76d1\u7ba1\u8981\u6c42\u548c\u8fd0\u8425\u6548\u7387\u3002\u867d\u7136\u6709\u4e9b\u516c\u53f8\u4f7f\u7528\u7684\u662f\u6a2a\u5411 CRM\uff0c\u4f46 Salesforce Financial Services Cloud \u7b49\u4e13\u4e1a\u89e3\u51b3\u65b9\u6848\u662f\u4e13\u4e3a\u91d1\u878d\u670d\u52a1\u516c\u53f8\u8bbe\u8ba1\u7684\uff0c\u53ef\u63d0\u4f9b\u5148\u8fdb\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u5408\u89c4\u529f\u80fd\uff0c\u4ee5\u6ee1\u8db3\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u548c\u54a8\u8be2\u884c\u4e1a\u7684\u9700\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-centralized-client-and-household-data\">\u4e2d\u592e\u5ba2\u6237\u548c\u4f4f\u6237\u6570\u636e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u987e\u95ee\u9700\u8981\u5bf9\u4e2a\u4eba\u3001\u5bb6\u5ead\u548c\u76f8\u5173\u6cd5\u5f8b\u5b9e\u4f53\uff08\u5305\u62ec\u4fe1\u6258\u548c\u63a7\u80a1\u516c\u53f8\uff09\u8fdb\u884c 360 \u5ea6\u5168\u65b9\u4f4d\u4e86\u89e3\u3002\u8d22\u5bcc\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5e94\u5b58\u50a8\u6bcf\u4e2a\u5ba2\u6237\u7684\u4eba\u53e3\u7edf\u8ba1\u6570\u636e\u3001\u98ce\u9669\u6982\u51b5\u3001\u6295\u8d44\u59d4\u6258\u3001\u7eb3\u7a0e\u5c45\u4f4f\u5730\u548c\u8bb0\u5f55\u5728\u6848\u7684\u6295\u8d44\u76ee\u6807\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u5ba2\u6237\u8bb0\u5f55\u4e0e\u591a\u4e2a\u6295\u8d44\u7ec4\u5408\u548c\u8d26\u6237\u8054\u7cfb\u8d77\u6765\uff0c\u4f7f\u987e\u95ee\u80fd\u591f\u5728\u4e00\u4e2a\u5c4f\u5e55\u4e0a\u67e5\u770b\u4e0d\u540c\u6258\u7ba1\u4eba\u7ba1\u7406\u7684\u603b\u8d44\u4ea7\u3002\u5f53\u4e3a\u4e00\u4e2a\u5728\u4e09\u5bb6\u4e0d\u540c\u94f6\u884c\u6301\u6709\u8d44\u4ea7\u7684\u8d85\u9ad8\u51c0\u503c\u5bb6\u5ead\u63d0\u4f9b\u670d\u52a1\u65f6\uff0c\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u53ef\u4ee5\u770b\u5230\u6240\u6709\u5408\u5e76\u7684\u4fe1\u606f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9700\u8981\u6355\u6349\u7684\u91cd\u8981\u5b57\u6bb5\u5305\u62ec<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u653f\u6cbb\u516c\u4f17\u4eba\u7269\u8eab\u4efd\u548c\u6301\u7eed\u76d1\u6d4b\u7ed3\u679c<\/li>\n\n\n\n<li>\u8d22\u5bcc\u6587\u4ef6\u6765\u6e90\u548c\u6838\u5b9e\u65e5\u671f<\/li>\n\n\n\n<li>\u5173\u952e\u751f\u6d3b\u4e8b\u4ef6\uff0c\u5982\u4f01\u4e1a\u9000\u51fa\u3001\u9057\u4ea7\u7ee7\u627f\u65e5\u671f\u6216\u9000\u4f11\u8ba1\u5212<\/li>\n\n\n\n<li>\u5e26\u6709\u660e\u786e\u5ba1\u67e5\u65f6\u95f4\u8868\u7684\u98ce\u9669\u5bb9\u5fcd\u5ea6\u8bc4\u4f30<\/li>\n\n\n\n<li>\u7a0e\u6536\u5c45\u4f4f\u6743\u548c\u8de8\u5883\u6295\u8d44\u9650\u5236<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bb6\u5ead\u5c42\u9762\u7684\u4eea\u8868\u677f\u53ef\u4ee5\u6c47\u603b\u6574\u4e2a\u5ba2\u6237\u5bb6\u5ead\u7684\u8d44\u4ea7\u3001\u8d1f\u503a\u548c\u5373\u5c06\u9762\u4e34\u7684\u4efb\u52a1\uff0c\u4fbf\u4e8e\u4e3a\u4ee3\u9645\u8d22\u5bcc\u5bf9\u8bdd\u505a\u597d\u51c6\u5907\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-interaction-and-activity-tracking\">\u4e92\u52a8\u548c\u6d3b\u52a8\u8ddf\u8e2a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u6b21\u4f1a\u8bae\u3001\u901a\u8bdd\u3001\u7535\u5b50\u90ae\u4ef6\u548c\u53d1\u9001\u7684\u6587\u4ef6\u90fd\u5e94\u81ea\u52a8\u6216\u624b\u52a8\u8bb0\u5f55\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\uff0c\u5e76\u6ce8\u660e\u65e5\u671f\u3001\u65f6\u95f4\u548c\u53c2\u4e0e\u8005\u3002\u8fd9\u6837\u5c31\u5efa\u7acb\u4e86\u4e00\u4e2a\u5b8c\u6574\u7684\u5ba2\u6237\u4fe1\u606f\u8bb0\u5f55\uff0c\u4efb\u4f55\u56e2\u961f\u6210\u5458\u5728\u9700\u8981\u65f6\u90fd\u53ef\u4ee5\u8bbf\u95ee\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u9ad8\u7ea7\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u4e3a 2026 \u5e74 3 \u6708\u7684\u4f1a\u8bae\u505a\u51c6\u5907\u65f6\uff0c\u4ed6\u4eec\u53ef\u4ee5\u7acb\u5373\u770b\u5230\u8fc7\u53bb\u7684\u6295\u8d44\u5efa\u8bae\u3001\u534f\u8bae\u548c\u5b8c\u6574\u7684\u6c9f\u901a\u5386\u53f2\uff0c\u800c\u65e0\u9700\u5411\u540c\u4e8b\u8be2\u95ee\u4e0a\u4e0b\u6587\u3002\u8fd9\u79cd\u53ef\u89c6\u6027\u5bf9\u4e8e\u5185\u90e8\u534f\u4f5c\u81f3\u5173\u91cd\u8981\uff0c\u5c24\u5176\u662f\u5f53\u591a\u4e2a\u987e\u95ee\u4e3a\u540c\u4e00\u8d85\u9ad8\u51c0\u503c\u5bb6\u65cf\u63d0\u4f9b\u8de8\u8f96\u533a\u670d\u52a1\u65f6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u9488\u5bf9\u5ba2\u6237\u548c\u6295\u8d44\u7ec4\u5408\u8bb0\u5f55\u5907\u6ce8\uff0c\u9644\u52a0\u4f1a\u8bae\u8bb0\u5f55\uff0c\u5e76\u4e3a\u56e2\u961f\u6210\u5458\u5b58\u50a8\u5e26\u6709\u5230\u671f\u65e5\u7684\u5ba2\u6237\u8ddf\u8fdb\u4fe1\u606f\u3002\u4e92\u52a8\u65f6\u95f4\u8868\u53ef\u964d\u4f4e\u91cd\u590d\u63a8\u5e7f\u7684\u98ce\u9669\uff0c\u5e76\u786e\u4fdd\u6240\u6709\u524d\u53f0\u5458\u5de5\u4f20\u9012\u4e00\u81f4\u7684\u4fe1\u606f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portfolio-and-performance-views-inside-the-crm\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5185\u90e8\u7684\u6295\u8d44\u7ec4\u5408\u548c\u6027\u80fd\u89c6\u56fe<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc CRM \u4e0d\u5e94\u8be5\u53ea\u662f\u4e00\u4e2a\u9500\u552e\u6570\u636e\u5e93\u3002\u5b83\u5e94\u5728\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u4e00\u7ea7\u663e\u793a\u5173\u952e\u7684\u6295\u8d44\u7ec4\u5408\u6570\u636e\uff0c\u8fd9\u6837\u987e\u95ee\u4eec\u5c31\u53ef\u4ee5\u8fdb\u884c\u77e5\u60c5\u5bf9\u8bdd\uff0c\u800c\u65e0\u9700\u5728\u4e0d\u540c\u7cfb\u7edf\u95f4\u5207\u6362\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u8fde\u63a5\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u6216\u6838\u5fc3\u94f6\u884c\u5e73\u53f0\uff0c\u5c06\u6301\u6709\u91cf\u3001\u4ea4\u6613\u548c\u4e1a\u7ee9\u6307\u6807\u76f4\u63a5\u5bfc\u5165\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3002\u987e\u95ee\u53ef\u76f4\u63a5\u5728\u5ba2\u6237\u8bb0\u5f55\u4e2d\u6309\u8d44\u4ea7\u7c7b\u522b\u3001\u8d27\u5e01\u548c\u884c\u4e1a\u67e5\u770b\u4efb\u4f55\u65f6\u671f\u7684\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u5206\u914d\u60c5\u51b5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9e\u9645\u5e94\u7528\u5305\u62ec<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7b5b\u9009\u6709\u5927\u91cf\u73b0\u91d1\u4f59\u989d\u53ef\u7528\u4e8e\u6295\u8d44\u7684\u5ba2\u6237<\/li>\n\n\n\n<li>\u786e\u5b9a\u9700\u8981\u91cd\u65b0\u5e73\u8861\u8ba8\u8bba\u7684\u96c6\u4e2d\u80a1\u7968\u4ed3\u4f4d<\/li>\n\n\n\n<li>\u6839\u636e\u6295\u8d44\u7ec4\u5408\u7279\u5f81\u89e6\u53d1\u6709\u9488\u5bf9\u6027\u7684\u8425\u9500\u6d3b\u52a8<\/li>\n\n\n\n<li>\u6839\u636e\u6700\u65b0\u7ee9\u6548\u6570\u636e\u51c6\u5907\u4f1a\u8bae\u6750\u6599<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u6295\u8d44\u7ec4\u5408\u6570\u636e\u6574\u5408\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u53ef\u7f29\u77ed\u4f1a\u8bae\u51c6\u5907\u65f6\u95f4\uff0c\u5e76\u652f\u6301\u4e3b\u52a8\u63d0\u4f9b\u5efa\u8bae\u3002\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u53ef\u4ee5\u5728\u6574\u4e2a\u5ba2\u6237\u7fa4\u4e2d\u53d1\u73b0\u673a\u4f1a\uff0c\u800c\u4e0d\u662f\u7b49\u5f85\u4e2a\u4eba\u5ba1\u67e5\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-workflow-automation-and-task-management\">\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u548c\u4efb\u52a1\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u5728\uff0c\u81ea\u52a8\u5316\u5728\u8d22\u5bcc\u7ba1\u7406\u4e2d\u662f\u5fc5\u4e0d\u53ef\u5c11\u7684\uff0c\u5b83\u53ef\u4ee5\u5904\u7406\u4e0e\u5165\u804c\u3001\u9002\u5f53\u6027\u548c\u6301\u7eed\u5ba1\u67e5\u6709\u5173\u7684\u91cd\u590d\u6027\u4efb\u52a1\u3002\u6ca1\u6709\u81ea\u52a8\u5316\uff0c\u516c\u53f8\u5c31\u4f1a\u5c06\u987e\u95ee\u7684\u65f6\u95f4\u6d6a\u8d39\u5728\u884c\u653f\u5de5\u4f5c\u4e0a\uff0c\u800c\u8fd9\u4e9b\u65f6\u95f4\u672c\u53ef\u4ee5\u7528\u6765\u5efa\u7acb\u5ba2\u6237\u5173\u7cfb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5141\u8bb8\u516c\u53f8\u4e3a\u5ba2\u6237\u5165\u804c\u5efa\u7acb\u5de5\u4f5c\u6d41\u7a0b\uff0c\u5305\u62ec\u6570\u5b57\u8868\u683c\u3001\u6587\u4ef6\u6536\u96c6\u3001\u53d7\u76ca\u6240\u6709\u4eba\u68c0\u67e5\u548c KYC \u6279\u51c6\u6b65\u9aa4\u3002\u4e00\u5207\u90fd\u6309\u987a\u5e8f\u8fdb\u884c\uff0c\u5e76\u6709\u660e\u786e\u7684\u6240\u6709\u6743\u548c\u622a\u6b62\u65e5\u671f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u81ea\u52a8\u5e8f\u5217\u793a\u4f8b\uff1a<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u5728\u7cfb\u7edf\u4e2d\u521b\u5efa\u6f5c\u5728\u5ba2\u6237<\/li>\n\n\n\n<li>\u81ea\u52a8\u53d1\u9001\u5b89\u5168\u5165\u804c\u94fe\u63a5<\/li>\n\n\n\n<li>\u5ba2\u6237\u586b\u5199\u8868\u683c\u5e76\u4e0a\u4f20\u6587\u4ef6<\/li>\n\n\n\n<li>\u5408\u89c4\u90e8\u95e8\u6536\u5230\u5ba1\u67e5\u901a\u77e5<\/li>\n\n\n\n<li>\u8d26\u6237\u51c6\u5907\u6fc0\u6d3b\u65f6\uff0c\u987e\u95ee\u4f1a\u6536\u5230\u63d0\u9192<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u4efb\u52a1\u7ba1\u7406\u529f\u80fd\u53ef\u5411\u987e\u95ee\u663e\u793a\u5176\u6bcf\u65e5\u548c\u6bcf\u5468\u7684\u4f18\u5148\u4e8b\u9879\uff1a\u5373\u5c06\u5230\u671f\u7684\u62a4\u7167\u3001\u5373\u5c06\u8fdb\u884c\u7684 KYC \u5ba1\u67e5\u3001\u6295\u8d44\u7ec4\u5408\u518d\u5e73\u8861\u4efb\u52a1\u4ee5\u53ca\u8ba1\u5212\u4e2d\u7684\u5ba2\u6237\u8ddf\u8fdb\u3002\u8fd9\u79cd\u5bf9\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u7684\u5173\u6ce8\uff0c\u5e26\u6765\u7684\u662f\u5b9e\u5b9e\u5728\u5728\u7684\u65f6\u95f4\u8282\u7701\u548c\u9519\u8bef\u51cf\u5c11\uff0c\u800c\u4e0d\u662f\u62bd\u8c61\u7684\u81ea\u52a8\u5316\u627f\u8bfa\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-analytics-reporting-and-aum-insights\">\u5206\u6790\u3001\u62a5\u544a\u548c\u8d44\u4ea7\u7ba1\u7406\u6d1e\u5bdf\u529b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5e94\u63d0\u4f9b\u4eea\u8868\u76d8\uff0c\u663e\u793a\u7ba1\u7406\u8d44\u4ea7\u3001\u51c0\u65b0\u589e\u8d44\u91d1\u3001\u7ba1\u9053\u4ef7\u503c\u4ee5\u53ca\u6309\u98ce\u9669\u6c34\u5e73\u6216\u5730\u57df\u5212\u5206\u7684\u5ba2\u6237\u7fa4\u3002\u8fd9\u4e9b\u6570\u636e\u9a71\u52a8\u7684\u6d1e\u5bdf\u529b\u6709\u52a9\u4e8e\u9886\u5bfc\u5c42\u505a\u51fa\u660e\u667a\u7684\u51b3\u7b56\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u8d22\u5bcc\u7ba1\u7406\u5e73\u53f0\u4e2d\u7684\u96c6\u6210\u62a5\u544a\u5de5\u5177\u53ef\u8fdb\u4e00\u6b65\u52a0\u5f3a\u8d22\u52a1\u89c4\u5212\u3001\u6295\u8d44\u7ec4\u5408\u6838\u7b97\u548c\u7ee9\u6548\u62a5\u544a\uff0c\u4e3a\u987e\u95ee\u548c\u7ba1\u7406\u5c42\u63d0\u4f9b\u5168\u9762\u7684\u89c6\u56fe\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u62a5\u544a\u53ef\u7a81\u51fa\u663e\u793a\u4ee5\u4e0b\u8d8b\u52bf\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u6d1e\u5bdf\u7c7b\u578b<\/th><th>\u793a\u4f8b<\/th><\/tr><tr><td>\u65b0\u8d44\u91d1\u51c0\u989d<\/td><td>2026 \u5e74\u65b0\u5ba2\u6237\u7684\u8d44\u91d1\u6d41\u5165<\/td><\/tr><tr><td>\u4ea4\u53c9\u9500\u552e<\/td><td>\u54a8\u8be2\u5ba2\u6237\u91c7\u7528\u5168\u6743\u59d4\u6258\u65b9\u5f0f<\/td><\/tr><tr><td>\u4ea7\u54c1\u8d8b\u52bf<\/td><td>\u73b0\u6709\u5ba2\u6237\u5bf9 ESG \u6218\u7565\u7684\u5174\u8da3\u4e0e\u65e5\u4ff1\u589e<\/td><\/tr><tr><td>\u5408\u89c4\u5dee\u8ddd<\/td><td>\u7f3a\u5c11\u6700\u65b0 KYC \u6587\u4ef6\u7684\u5ba2\u6237<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u56e2\u961f\u8fd8\u53ef\u4ece\u5217\u51fa\u8fc7\u53bb 12 \u4e2a\u6708\u5185\u672a\u8fdb\u884c\u9002\u5f53\u6027\u5ba1\u67e5\u7684\u8d26\u6237\u7684\u5b9a\u5236\u62a5\u544a\u4e2d\u83b7\u76ca\u3002\u65e5\u5185\u74e6\u7684\u8d22\u5bcc\u4e3b\u7ba1\u53ef\u4ee5\u5728\u6bcf\u4e2a\u6708\u7684\u7b2c\u4e00\u4e2a\u5de5\u4f5c\u65e5\u67e5\u770b\u6708\u5ea6\u8d44\u4ea7\u7ba1\u7406\u4eea\u8868\u677f\uff0c\u5bf9\u7167\u76ee\u6807\u8ddf\u8e2a\u4e1a\u7ee9\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-secure-document-management\">\u5b89\u5168\u6587\u4ef6\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u7ecf\u7406\u9700\u8981\u5904\u7406\u62a4\u7167\u3001\u6c34\u7535\u8d39\u8d26\u5355\u3001\u6295\u8d44\u59d4\u6258\u3001\u54a8\u8be2\u534f\u8bae\u548c\u7a0e\u52a1\u6587\u4ef6\u7b49\u654f\u611f\u6587\u4ef6\u3002\u6587\u4ef6\u7ba1\u7406\u5fc5\u987b\u5b89\u5168\u3001\u6709\u5e8f\u3001\u53ef\u8bbf\u95ee\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4ee5\u52a0\u5bc6\u5f62\u5f0f\u5b58\u50a8\u8fd9\u4e9b\u6587\u4ef6\uff0c\u5e76\u6807\u8bb0\u5ba2\u6237\u3001\u8d26\u6237\u548c\u5165\u804c\u6d41\u7a0b\u6b65\u9aa4\u3002\u652f\u6301\u6570\u5b57\u7b7e\u540d\u5de5\u4f5c\u6d41\u610f\u5473\u7740\u5ba2\u6237\u53ef\u4ee5\u5728 2026 \u5e74\u8fdc\u7a0b\u7b7e\u7f72\u6295\u8d44\u59d4\u6258\u548c\u54a8\u8be2\u534f\u8bae\uff0c\u800c\u65e0\u9700\u6253\u5370\u6216\u626b\u63cf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6e05\u6670\u7684\u7248\u672c\u7ba1\u7406\u3001\u4fdd\u7559\u653f\u7b56\u548c\u8bbf\u95ee\u6743\u9650\u6709\u52a9\u4e8e\u6ee1\u8db3 FINMA \u6216 FCA \u7b49\u673a\u6784\u7684\u76d1\u7ba1\u8981\u6c42\u3002\u5f53\u5ba1\u8ba1\u5458\u8981\u6c42\u63d0\u4f9b\u6587\u6863\u65f6\uff0c\u7cfb\u7edf\u4f1a\u63d0\u4f9b\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\uff0c\u663e\u793a\u8c01\u5728\u4f55\u65f6\u8bbf\u95ee\u4e86\u54ea\u4e9b\u5185\u5bb9\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-kyc-and-compliance-workflows\">\u6570\u5b57\u5316\u5165\u804c\u3001KYC \u548c\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u76d1\u7ba1\u5408\u89c4\u662f\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u91c7\u7528\u4e13\u4e1a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u800c\u975e\u901a\u7528\u5de5\u5177\u7684\u4e3b\u8981\u539f\u56e0\u4e4b\u4e00\u3002\u91d1\u878d\u4e1a\u8981\u6c42\u7cfb\u7edf\u4e86\u89e3\u53cd\u6d17\u94b1\u89c4\u5219\u3001\u4e86\u89e3\u5ba2\u6237\u6807\u51c6\u548c\u8de8\u5883\u6587\u4ef6\u8981\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u8282\u5c06\u9010\u6b65\u5c55\u793a\u5728 InvestGlass \u7684\u652f\u6301\u4e0b\uff0c\u6570\u5b57\u5316\u5165\u804c\u548c KYC \u6d41\u7a0b\u662f\u5982\u4f55\u8fd0\u884c\u7684\u3002\u76ee\u6807\u662f\u5c06\u5165\u804c\u65f6\u95f4\u4ece\u51e0\u5468\u7f29\u77ed\u5230\u51e0\u5929\uff0c\u540c\u65f6\u4fdd\u6301\u5b8c\u6574\u7684\u5408\u89c4\u7ba1\u7406\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-client-onboarding-journeys\">\u6570\u5b57\u5ba2\u6237\u5165\u804c\u65c5\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6f5c\u5728\u5ba2\u6237\u4f1a\u6536\u5230\u4e00\u4e2a\u5b89\u5168\u7684\u5165\u804c\u94fe\u63a5\uff0c\u5e76\u5728\u4efb\u4f55\u8bbe\u5907\u4e0a\u586b\u5199\u4e2a\u4eba\u4fe1\u606f\u3001\u98ce\u9669\u627f\u53d7\u80fd\u529b\u95ee\u5377\u548c\u6295\u8d44\u76ee\u6807\u3002\u8fd9\u79cd\u4f53\u9a8c\u65e2\u73b0\u4ee3\u53c8\u4e13\u4e1a\uff0c\u4f53\u73b0\u4e86\u516c\u53f8\u7684\u826f\u597d\u5f62\u8c61\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u652f\u6301\u6309\u4ea7\u54c1\u6216\u53f8\u6cd5\u7ba1\u8f96\u533a\u914d\u7f6e\u5165\u804c\u8868\u683c\u3002\u745e\u58eb\u79c1\u4eba\u94f6\u884c\u8d26\u6237\u9700\u8981\u7684\u6587\u4ef6\u53ef\u80fd\u4e0e\u6b27\u76df\u54a8\u8be2\u59d4\u6258\u9700\u8981\u7684\u6587\u4ef6\u4e0d\u540c\u3002\u4e0a\u4f20\u7684\u8eab\u4efd\u8bc1\u660e\u548c\u5730\u5740\u8bc1\u660e\u7b49\u6587\u4ef6\u4f1a\u81ea\u52a8\u9644\u52a0\u5230\u5ba2\u6237\u8bb0\u5f55\u4e2d\uff0c\u5e76\u6807\u8bb0\u4e3a\u5408\u89c4\u5ba1\u67e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6570\u5b57\u5316\u5165\u804c\u7684\u597d\u5904<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u51cf\u5c11\u524d\u53f0\u5de5\u4f5c\u4eba\u5458\u624b\u52a8\u8f93\u5165\u6570\u636e\u7684\u6b21\u6570<\/li>\n\n\n\n<li>\u5141\u8bb8\u987e\u95ee\u5b9e\u65f6\u76d1\u63a7\u5165\u804c\u8fdb\u5ea6<\/li>\n\n\n\n<li>\u5728\u6240\u6709\u65b0\u5ba2\u6237\u5173\u7cfb\u4e2d\u521b\u9020\u4e00\u81f4\u7684\u4f53\u9a8c<\/li>\n\n\n\n<li>\u4ece\u4e00\u5f00\u59cb\u5c31\u51c6\u786e\u6355\u6349\u5ba2\u6237\u4fe1\u606f<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-kyc-aml-and-risk-scoring-inside-the-crm\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u7684 KYC\u3001AML \u548c\u98ce\u9669\u8bc4\u5206<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5e94\u534f\u8c03 KYC \u68c0\u67e5\uff0c\u5305\u62ec\u8eab\u4efd\u9a8c\u8bc1\u3001\u5236\u88c1\u7b5b\u67e5\u548c\u653f\u6cbb\u516c\u4f17\u4eba\u7269\u68c0\u67e5\uff0c\u5fc5\u8981\u65f6\u4f7f\u7528\u7efc\u5408\u5408\u89c4\u5de5\u5177\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u4ee5\u5b58\u50a8 KYC \u95ee\u5377\u3001\u98ce\u9669\u8bc4\u5206\u548c\u5ba1\u67e5\u65e5\u671f\uff0c\u7136\u540e\u5728\u4fe1\u606f\u5373\u5c06\u8fc7\u671f\u65f6\u89e6\u53d1\u8b66\u62a5\u3002\u4f8b\u5982\uff0c\u7cfb\u7edf\u4f1a\u81ea\u52a8\u6807\u8bb0\u4e00\u4f4d 2026 \u5e74 1 \u6708\u7684\u5ba2\u6237\uff0c\u8be5\u5ba2\u6237\u7684\u98ce\u9669\u8bc4\u4f30\u4e0a\u4e00\u6b21\u66f4\u65b0\u662f\u5728 2023 \u5e74 12 \u6708\uff0c\u73b0\u5728\u9700\u8981\u66f4\u65b0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u7ef4\u62a4 KYC \u5386\u53f2\u8bb0\u5f55\u548c\u51b3\u7b56\u65e5\u5fd7\u53ef\u7b80\u5316\u76d1\u7ba1\u5ba1\u8ba1\u548c\u5185\u90e8\u5ba1\u67e5\u3002\u4e00\u5207\u90fd\u5728\u4e00\u4e2a\u5730\u65b9\uff0c\u800c\u4e0d\u662f\u5206\u6563\u5728\u7535\u5b50\u90ae\u4ef6\u6536\u4ef6\u7bb1\u548c\u5171\u4eab\u9a71\u52a8\u5668\u4e2d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-audit-trails-and-approval-processes\">\u5ba1\u8ba1\u8ddf\u8e2a\u548c\u5ba1\u6279\u6d41\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u7684\u6bcf\u4e2a\u91cd\u8981\u64cd\u4f5c\uff0c\u5982\u66f4\u6539\u5730\u5740\u3001\u6279\u51c6\u65b0\u4efb\u52a1\u6216\u5173\u95ed\u8d26\u6237\uff0c\u90fd\u5e94\u8bb0\u5f55\u7528\u6237\u3001\u65e5\u671f\u548c\u65f6\u95f4\u3002\u8fd9\u6837\u53ef\u4ee5\u5efa\u7acb\u95ee\u8d23\u5236\uff0c\u5e76\u652f\u6301\u5916\u90e8\u76d1\u7ba1\u673a\u6784\u7684\u68c0\u67e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7ef4\u62a4\u5408\u89c4\u529f\u80fd\u6240\u9700\u7684\u5ba1\u8ba1\u8ddf\u8e2a\uff0c\u7528\u4e8e\u5185\u90e8\u5ba1\u67e5\u548c\u76d1\u7ba1\u68c0\u67e5\u3002\u53ef\u914d\u7f6e\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\uff0c\u4ee5\u4fbf\u9ad8\u98ce\u9669\u5ba2\u6237\u6216\u5927\u989d\u8f6c\u8d26\u5728\u6267\u884c\u524d\u9700\u8981\u9ad8\u7ea7\u5458\u5de5\u8fdb\u884c\u9a8c\u8bc1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u5230\u8d85\u8fc7\u4e00\u5b9a\u9608\u503c\u7684\u5168\u6743\u59d4\u6258\u5728\u6fc0\u6d3b\u524d\u9700\u8981\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u83b7\u5f97\u53cc\u91cd\u6279\u51c6\u3002\u7cfb\u7edf\u4f1a\u8def\u7531\u8be5\u8bf7\u6c42\uff0c\u83b7\u53d6\u53cc\u65b9\u7684\u6279\u51c6\uff0c\u7136\u540e\u624d\u5141\u8bb8\u7ee7\u7eed\u6267\u884c\u4efb\u52a1\u3002\u8fd9\u4e9b\u63a7\u5236\u63aa\u65bd\u6709\u52a9\u4e8e\u9632\u6b62\u9519\u8bef\uff0c\u5e76\u652f\u6301\u524d\u53f0\u3001\u4e2d\u53f0\u548c\u540e\u53f0\u56e2\u961f\u7684\u95ee\u8d23\u5236\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6-1024x585.webp\" alt=\"\u8d22\u5bcc\u7ba1\u7406\u7684 CRM\uff1aInvestGlass \u5982\u4f55\u5e2e\u52a9\u60a8\u5728 2026 \u5e74\u5b9e\u73b0\u5b89\u5168\u6269\u5c55\" class=\"wp-image-48876\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6-1024x585.webp 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6-300x171.webp 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6-768x439.webp 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6-18x10.webp 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/c248cc8a-9dd0-4209-9be0-dd3928cdd7c6.webp 1344w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u8d22\u5bcc\u7ba1\u7406\u7684 CRM\uff1aInvestGlass \u5982\u4f55\u5e2e\u52a9\u60a8\u5728 2026 \u5e74\u5b9e\u73b0\u5b89\u5168\u6269\u5c55<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-swiss-data-sovereignty-security-and-hosting-choices\">\u745e\u58eb\u6570\u636e\u4e3b\u6743\u3001\u5b89\u5168\u548c\u6258\u7ba1\u9009\u62e9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u4e3b\u6743\u5bf9\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u81f3\u5173\u91cd\u8981\uff0c\u5c24\u5176\u662f\u5728\u745e\u58eb\u3001\u6b27\u76df\u548c\u5bf9\u8de8\u5883\u6570\u636e\u4f20\u8f93\u654f\u611f\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a\u3002\u5ba2\u6237\u8d8a\u6765\u8d8a\u591a\u5730\u8be2\u95ee\u4ed6\u4eec\u7684\u91d1\u878d\u6570\u636e\u5b58\u50a8\u5728\u54ea\u91cc\u4ee5\u53ca\u8c01\u53ef\u4ee5\u8bbf\u95ee\u8fd9\u4e9b\u6570\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u8fd9\u610f\u5473\u7740\u5ba2\u6237\u6570\u636e\u53ef\u5728\u745e\u58eb\u7ba1\u8f96\u8303\u56f4\u5185\u6258\u7ba1\uff0c\u6216\u5728\u673a\u6784\u57fa\u7840\u8bbe\u65bd\u5185\u90e8\u7f72\u3002\u8fd9\u89e3\u51b3\u4e86\u6b27\u76df GDPR\u3001\u300a\u745e\u58eb\u8054\u90a6\u6570\u636e\u4fdd\u62a4\u6cd5\u300b\u4ee5\u53ca\u5ba2\u6237\u5bf9\u6570\u636e\u5c45\u4f4f\u5730\u7684\u8981\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-hosting-and-on-premise-deployment\">\u745e\u58eb\u6258\u7ba1\u548c\u73b0\u573a\u90e8\u7f72<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u6216\u94f6\u884c\u81ea\u6709\u57fa\u7840\u8bbe\u65bd\u5185\u8fd0\u884c\uff0c\u8fd9\u901a\u5e38\u662f\u5185\u90e8\u653f\u7b56\u4e25\u683c\u7684\u79c1\u4eba\u94f6\u884c\u548c\u516c\u5171\u90e8\u95e8\u5b9e\u4f53\u7684\u8981\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u7075\u6d3b\u6027\u6709\u52a9\u4e8e\u673a\u6784\u4e0e\u8463\u4e8b\u4f1a\u548c\u98ce\u9669\u59d4\u5458\u4f1a\u51b3\u5b9a\u7684\u5185\u90e8\u98ce\u9669\u653f\u7b56\u4fdd\u6301\u4e00\u81f4\u3002\u8bf7\u770b\u4e24\u4e2a\u4f8b\u5b50\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u673a\u6784\u7c7b\u578b<\/th><th>\u90e8\u7f72\u9009\u62e9<\/th><th>\u7406\u7531<\/th><\/tr><tr><td>\u65e5\u5185\u74e6\u79c1\u4eba\u94f6\u884c<\/td><td>\u73b0\u573a<\/td><td>\u4e25\u683c\u7684\u5185\u90e8\u4e91\u653f\u7b56<\/td><\/tr><tr><td>\u82cf\u9ece\u4e16\u91d1\u878d\u79d1\u6280\u8d22\u5bcc\u7ecf\u7406<\/td><td>\u745e\u58eb\u4e91\u6258\u7ba1<\/td><td>\u4e3b\u6743\u7684\u7075\u6d3b\u6027<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u7559\u5728\u745e\u58eb\u53ef\u4ee5\u7b80\u5316\u4e0e\u6b27\u6d32\u3001\u4e2d\u4e1c\u548c\u4e9a\u6d32\u5ba2\u6237\u7684\u76d1\u7ba1\u8ba8\u8bba\uff0c\u8fd9\u4e9b\u5ba2\u6237\u91cd\u89c6\u745e\u58eb\u7684\u9690\u79c1\u6807\u51c6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-granular-permissions-and-role-based-access\">\u7ec6\u7c92\u5ea6\u6743\u9650\u548c\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5e94\u5141\u8bb8\u975e\u5e38\u7cbe\u7ec6\u7684\u8bbf\u95ee\u63a7\u5236\uff0c\u786e\u4fdd\u987e\u95ee\u53ea\u80fd\u770b\u5230\u5206\u914d\u7ed9\u4ed6\u4eec\u6216\u5176\u56e2\u961f\u7684\u5ba2\u6237\u548c\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u3002\u4fe1\u606f\u5c4f\u969c\u5fc5\u987b\u662f\u53ef\u6267\u884c\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u652f\u6301\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u3001\u9884\u8ba2\u4e2d\u5fc3\u9694\u79bb\u4ee5\u53ca\u57fa\u4e8e\u5408\u89c4\u89c4\u5219\uff08\u5982\u4e2d\u56fd\u5899\u8981\u6c42\uff09\u7684\u9650\u5236\u3002\u82cf\u9ece\u4e16\u7684\u4e2d\u4e1c\u670d\u52a1\u53f0\u65e0\u6cd5\u67e5\u770b\u6b27\u6d32\u5728\u5cb8\u5ba2\u6237\u6570\u636e\uff0c\u800c\u7ba1\u7406\u5c42\u53ea\u80fd\u8bfb\u53d6\u7efc\u5408\u4eea\u8868\u76d8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5178\u578b\u7684\u89d2\u8272\u8bbf\u95ee\u7ea7\u522b\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u89d2\u8272<\/th><th>\u8bbf\u95ee\u7ea7\u522b<\/th><\/tr><tr><td>\u5173\u7cfb\u7ecf\u7406<\/td><td>\u81ea\u5df1\u7684\u5ba2\u6237\u548c\u56e2\u961f\u5ba2\u6237<\/td><\/tr><tr><td>\u52a9\u7406<\/td><td>\u884c\u653f\u6570\u636e\u3001\u6709\u9650\u7684\u8d22\u52a1\u6570\u636e<\/td><\/tr><tr><td>\u5408\u89c4\u5e72\u4e8b<\/td><td>\u6240\u6709 KYC \u548c\u98ce\u9669\u6570\u636e\u3001\u5ba1\u8ba1\u8ddf\u8e2a<\/td><\/tr><tr><td>\u6295\u8d44\u7ec4\u5408\u7ecf\u7406<\/td><td>\u6240\u6709\u5206\u914d\u4efb\u52a1\u7684\u6295\u8d44\u7ec4\u5408\u6570\u636e<\/td><\/tr><tr><td>\u884c\u653f\u90e8\u95e8<\/td><td>\u5408\u5e76\u62a5\u544a\uff0c\u53ea\u8bfb<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u7c7b\u63a7\u5236\u63aa\u65bd\u53ef\u964d\u4f4e\u5185\u90e8\u6570\u636e\u6cc4\u9732\u7684\u98ce\u9669\uff0c\u5e76\u6709\u52a9\u4e8e\u6ee1\u8db3\u76d1\u7ba1\u673a\u6784\u5bf9\u4fe1\u606f\u5c4f\u969c\u7684\u671f\u671b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ai-and-automation-in-wealth-management-crm\">\u4eba\u5de5\u667a\u80fd\u548c\u81ea\u52a8\u5316\u5728\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u7684\u5e94\u7528<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u5e74\uff0c\u4eba\u5de5\u667a\u80fd\u548c\u667a\u80fd\u81ea\u52a8\u5316\u6b63\u5728\u4ece\u7406\u8bba\u8d70\u5411\u5b9e\u8df5\uff0c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5e0c\u671b\u5728\u4e0d\u589e\u52a0\u5458\u5de5\u6570\u91cf\u7684\u60c5\u51b5\u4e0b\u63d0\u9ad8\u987e\u95ee\u80fd\u529b\u3002\u73b0\u5728\uff0c\u8fd9\u9879\u6280\u672f\u63d0\u4f9b\u7684\u662f\u5b9e\u7528\u4ef7\u503c\uff0c\u800c\u4e0d\u662f\u8bd5\u9a8c\u6027\u529f\u80fd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u878d\u5408\u4e86\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5de5\u5177\uff0c\u53ef\u4e3a\u987e\u95ee\u63d0\u4f9b\u6570\u636e\u5145\u5b9e\u3001\u7ebf\u7d22\u8bc4\u5206\u3001\u63a8\u8350\u5efa\u8bae\u548c\u81ea\u7136\u8bed\u8a00\u5e2e\u52a9\u3002\u8fd9\u4e9b\u529f\u80fd\u652f\u6301\u8bf8\u5982\u603b\u7ed3\u957f\u7535\u5b50\u90ae\u4ef6\u7ebf\u7a0b\u3001\u5efa\u8bae\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8\u6216\u8bc6\u522b\u53ef\u80fd\u5bf9\u65b0\u7ed3\u6784\u6027\u4ea7\u54c1\u611f\u5174\u8da3\u7684\u5ba2\u6237\u7b49\u4efb\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u4e3a\u987e\u95ee\u63d0\u4f9b\u652f\u6301\uff0c\u4f46\u4e0d\u80fd\u53d6\u4ee3\u4eba\u7c7b\u7684\u5224\u65ad\uff0c\u5c24\u5176\u662f\u5728\u590d\u6742\u7684\u8d22\u5bcc\u89c4\u5212\u8ba8\u8bba\u4e2d\uff0c\u4eba\u9645\u5173\u7cfb\u548c\u7ec6\u81f4\u5165\u5fae\u7684\u7406\u89e3\u4ecd\u7136\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-assisted-client-insights-and-next-best-actions\">\u4eba\u5de5\u667a\u80fd\u8f85\u52a9\u5ba2\u6237\u6d1e\u5bdf\u548c\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u53ef\u4ee5\u5206\u6790\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u3001\u4ea4\u6613\u5386\u53f2\u548c\u5ba2\u6237\u53c2\u4e0e\u6570\u636e\uff0c\u4ee5\u7a81\u51fa\u6bcf\u4e2a\u5ba2\u6237\u7684\u673a\u4f1a\u548c\u98ce\u9669\u3002\u987e\u95ee\u65e0\u9700\u624b\u52a8\u5ba1\u67e5\u6570\u4ee5\u767e\u8ba1\u7684\u5173\u7cfb\uff0c\u5373\u53ef\u6536\u5230\u6309\u4f18\u5148\u987a\u5e8f\u6392\u5217\u7684\u5efa\u8bae\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u80fd\u4f1a\u5efa\u8bae\u6301\u6709\u5927\u91cf\u73b0\u91d1\u3001\u98ce\u9669\u627f\u53d7\u80fd\u529b\u4fdd\u5b88\u7684\u5ba2\u6237\u4ece\u7279\u5b9a\u7684\u6295\u8d44\u7ec4\u5408\u6a21\u578b\u4e2d\u83b7\u76ca\u3002\u4eba\u5de5\u667a\u80fd\u8fd8\u80fd\u53d1\u73b0\u5f02\u5e38\u6a21\u5f0f\uff0c\u5982\u4ea4\u6613\u884c\u4e3a\u7684\u7a81\u7136\u53d8\u5316\uff0c\u5e76\u63d0\u793a\u987e\u95ee\u6216\u5408\u89c4\u56e2\u961f\u8fdb\u884c\u5ba1\u67e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u89c1\u89e3\u4f1a\u76f4\u63a5\u51fa\u73b0\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u4e2d\uff0c\u5e2e\u52a9\u987e\u95ee\u66f4\u9ad8\u6548\u5730\u51c6\u5907\u5ba1\u67e5\u4f1a\u8bae\u3002\u4f7f\u7528\u4eba\u5de5\u667a\u80fd\u5efa\u8bae\u7684\u987e\u95ee\u4e00\u5929\u7684\u5de5\u4f5c\u53ef\u80fd\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0a\u5348\u5ba1\u67e5\u6574\u4e2a\u5ba2\u6237\u7fa4\u7684\u4eba\u5de5\u667a\u80fd\u6807\u8bb0\u673a\u4f1a<\/li>\n\n\n\n<li>\u81ea\u52a8\u751f\u6210\u9884\u5b9a\u4f1a\u8bae\u7684\u51c6\u5907\u6750\u6599<\/li>\n\n\n\n<li>\u63d0\u793a\u5ba2\u6237\u5373\u5c06\u9762\u4e34\u7684\u4eba\u751f\u5927\u4e8b\u6216\u6295\u8d44\u91cc\u7a0b\u7891<\/li>\n\n\n\n<li>\u6839\u636e\u8fd1\u671f\u5e02\u573a\u8d8b\u52bf\u5efa\u8bae\u7684\u8c08\u8bdd\u8981\u70b9<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation-and-personalised-campaigns\">\u8425\u9500\u81ea\u52a8\u5316\u548c\u4e2a\u6027\u5316\u8425\u9500\u6d3b\u52a8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5e94\u652f\u6301\u7ec6\u5206\u8425\u9500\u6d3b\u52a8\uff0c\u4f8b\u5982\u9488\u5bf9\u8d44\u4ea7\u8d85\u8fc7\u4e00\u5b9a\u6c34\u5e73\u4e14\u5bf9\u73af\u5883\u3001\u793e\u4f1a\u548c\u516c\u53f8\u6cbb\u7406\u6295\u8d44\u611f\u5174\u8da3\u7684\u5ba2\u6237\u3002. <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=\"5835\">\u5e02\u573a\u8425\u9500<\/a> \u81ea\u52a8\u5316\u4f7f\u5176\u5177\u6709\u53ef\u6269\u5c55\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u6839\u636e\u5ba2\u6237\u5c5e\u6027\u548c\u884c\u4e3a\u89e6\u53d1\u7535\u5b50\u90ae\u4ef6\u3001\u901a\u77e5\u6216\u95e8\u6237\u6d88\u606f\u3002\u5f53\u6709\u65b0\u7684\u6295\u8d44\u7ec4\u5408\u4e1a\u7ee9\u62a5\u544a\u65f6\uff0c\u76f8\u5173\u5ba2\u6237\u4f1a\u81ea\u52a8\u6536\u5230\u4e2a\u6027\u5316\u901a\u77e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6d3b\u52a8\u529f\u80fd\u5305\u62ec<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6309\u5730\u57df\u3001\u98ce\u9669\u72b6\u51b5\u6216\u6295\u8d44\u5174\u8da3\u5bf9\u5ba2\u6237\u8fdb\u884c\u5206\u7c7b<\/li>\n\n\n\n<li>\u5728\u6700\u4f73\u65f6\u95f4\u5b89\u6392\u81ea\u52a8\u901a\u4fe1<\/li>\n\n\n\n<li>\u8ddf\u8e2a\u6bcf\u5c01\u90ae\u4ef6\u7684\u6253\u5f00\u3001\u70b9\u51fb\u548c\u53c2\u4e0e\u60c5\u51b5<\/li>\n\n\n\n<li>\u4fdd\u6301\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\uff0c\u4ee5\u7b26\u5408\u6cd5\u89c4\u8981\u6c42<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u5728 2026 \u5e74\u5411\u745e\u58eb\u548c\u6b27\u6d32\u7ecf\u6d4e\u533a\u7684\u5408\u683c\u5ba2\u6237\u63a8\u51fa\u65b0\u7684\u79c1\u4eba\u5e02\u573a\u57fa\u91d1\u3002\u8be5\u7cfb\u7edf\u53ef\u8bc6\u522b\u7b26\u5408\u6761\u4ef6\u7684\u5ba2\u6237\uff0c\u53d1\u9001\u4e2a\u6027\u5316\u9080\u8bf7\uff0c\u5e76\u8ddf\u8e2a\u56de\u590d\u60c5\u51b5\uff0c\u65e0\u9700\u652f\u6301\u56e2\u961f\u4eba\u5de5\u64cd\u4f5c\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-choosing-the-right-crm-for-your-wealth-management-firm\">\u4e3a\u60a8\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u9009\u62e9\u5408\u9002\u7684 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e76\u975e\u6bcf\u79cd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u90fd\u9002\u5408\u6bcf\u4e00\u4f4d\u8d22\u5bcc\u7ecf\u7406\u3002\u5e94\u6839\u636e\u516c\u53f8\u89c4\u6a21\u3001\u76d1\u7ba1\u73af\u5883\u3001\u76ee\u6807\u5ba2\u6237\u548c\u6280\u672f\u6218\u7565\u8fdb\u884c\u9009\u62e9\u3002\u672c\u6307\u5357\u6709\u52a9\u4e8e\u5efa\u7acb\u4e00\u4efd\u5185\u90e8\u6e05\u5355\uff0c\u7528\u4e8e\u8bc4\u4f30\u73b0\u6709\u7684\u6700\u4f73\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u65e2\u9002\u7528\u4e8e\u62e5\u6709\u6570\u5343\u540d\u5ba2\u6237\u7684\u79c1\u4eba\u94f6\u884c\uff0c\u4e5f\u9002\u7528\u4e8e\u7ba1\u7406\u6570\u767e\u540d\u9ad8\u51c0\u503c\u5ba2\u6237\u5173\u7cfb\u7684\u72ec\u7acb\u987e\u95ee\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u5b9e\u9645\u5b9e\u65bd\u65f6\u95f4\u4ece\u4e09\u5230\u516d\u4e2a\u6708\u4e0d\u7b49\uff0c\u5177\u4f53\u53d6\u51b3\u4e8e\u5b9a\u5236\u548c\u8fc1\u79fb\u7684\u590d\u6742\u6027\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-assess-your-current-processes-and-gaps\">\u8bc4\u4f30\u5f53\u524d\u6d41\u7a0b\u548c\u5dee\u8ddd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u516c\u53f8\u5e94\u7ed8\u5236\u73b0\u6709\u7cfb\u7edf\u548c\u5ba2\u6237\u65c5\u7a0b\u56fe\uff0c\u4ece\u7ebf\u7d22\u5230\u5165\u804c\u518d\u5230\u5e74\u5ea6\u5ba1\u67e5\uff0c\u8bb0\u5f55\u4ea4\u63a5\u548c\u4eba\u5de5\u6b65\u9aa4\u5bfc\u81f4\u5ef6\u8bef\u7684\u5730\u65b9\u3002\u8fd9\u5c06\u63ed\u793a\u4e00\u4e2a\u5f3a\u5927\u7684\u5e73\u53f0\u80fd\u5728\u54ea\u4e9b\u65b9\u9762\u5e26\u6765\u6700\u5927\u4ef7\u503c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e38\u89c1\u7684\u5dee\u8ddd\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7f3a\u4e4f\u5bf9\u9500\u552e\u7ba1\u9053\u548c\u9500\u552e\u6d41\u7a0b\u7684\u4e86\u89e3<\/li>\n\n\n\n<li>\u96be\u4ee5\u63d0\u53d6\u5ba2\u6237\u7ea7\u522b\u7684\u8d44\u4ea7\u7ba1\u7406\u6570\u636e\u8fdb\u884c\u62a5\u544a<\/li>\n\n\n\n<li>\u5728\u7535\u5b50\u8868\u683c\u4e2d\u624b\u52a8\u8ddf\u8e2a KYC\uff0c\u51fa\u9519\u7387\u9ad8<\/li>\n\n\n\n<li>\u4e0d\u540c\u56e2\u961f\u4f7f\u7528\u4e0d\u540c\u7684\u8d22\u52a1\u5de5\u5177\uff0c\u65e0\u6cd5\u6c9f\u901a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2025 \u5e74\u548c 2026 \u5e74\uff0c\u8bb8\u591a\u516c\u53f8\u53d1\u73b0\u8fd9\u4e9b\u5206\u6563\u7684\u65b9\u6cd5\u4f1a\u5bfc\u81f4\u5ba2\u6237\u4f53\u9a8c\u4e0d\u4e00\u81f4\u548c\u8fd0\u8425\u6548\u7387\u4f4e\u4e0b\u3002\u5728\u9009\u62e9 CRM \u4f9b\u5e94\u5546\u4e4b\u524d\uff0c\u8ba9\u987e\u95ee\u3001\u5408\u89c4\u5b98\u548c\u8fd0\u8425\u4eba\u5458\u53c2\u4e0e\u786e\u5b9a\u9700\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-check-integrations-with-core-banking-and-portfolio-systems\">\u4e0e\u6838\u5fc3\u94f6\u884c\u548c\u6295\u8d44\u7ec4\u5408\u7cfb\u7edf\u7684\u652f\u7968\u96c6\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc CRM \u5fc5\u987b\u4e0e\u73b0\u6709\u7cfb\u7edf\u76f8\u8fde\u63a5\uff0c\u5982\u6838\u5fc3\u94f6\u884c\u5f15\u64ce\u3001\u8d22\u52a1\u89c4\u5212\u8f6f\u4ef6\u3001\u4f1a\u8ba1\u8f6f\u4ef6\u548c\u901a\u4fe1\u5e73\u53f0\u3002\u5982\u679c\u4e0d\u8fdb\u884c\u6574\u5408\uff0c\u987e\u95ee\u5c31\u4f1a\u9762\u4e34\u91cd\u590d\u8f93\u5165\u6570\u636e\u548c\u4fe1\u606f\u8fc7\u65f6\u7684\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f7f\u7528 API \u548c\u57fa\u4e8e\u6587\u4ef6\u7684\u8fde\u63a5\u5668\uff0c\u5c06\u5ba2\u6237\u3001\u8d26\u6237\u548c\u6295\u8d44\u7ec4\u5408\u6570\u636e\u4e0e\u540e\u53f0\u8d22\u52a1\u7cfb\u7edf\u540c\u6b65\u3002\u5b9e\u9645\u5e94\u7528\u573a\u666f\u5305\u62ec<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u96c6\u6210\u7c7b\u578b<\/th><th>\u793a\u4f8b<\/th><\/tr><tr><td>AUM \u66f4\u65b0<\/td><td>\u6258\u7ba1\u94f6\u884c\u7684\u591c\u95f4\u540c\u6b65<\/td><\/tr><tr><td>\u8d38\u6613\u901a\u77e5<\/td><td>\u987e\u95ee\u53ef\u770b\u5230\u5b9e\u65f6\u8b66\u62a5<\/td><\/tr><tr><td>\u6587\u4ef6\u5171\u4eab<\/td><td>\u73b0\u6709\u7cfb\u7edf\u7684\u81ea\u52a8\u4eba\u53e3<\/td><\/tr><tr><td>\u65e5\u5386\u6574\u5408<\/td><td>\u6765\u81ea Microsoft \u6216 Google \u7684\u4f1a\u8bae\u8bb0\u5f55<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u6548\u7684\u6574\u5408\u53ef\u964d\u4f4e\u64cd\u4f5c\u98ce\u9669\uff0c\u786e\u4fdd\u987e\u95ee\u5728\u4e0e\u5ba2\u6237\u4ea4\u8c08\u524d\u59cb\u7ec8\u80fd\u770b\u5230\u6700\u65b0\u4fe1\u606f\u3002\u8bf7\u4f9b\u5e94\u5546\u63d0\u4f9b\u5177\u4f53\u7684\u96c6\u6210\u5b9e\u4f8b\uff0c\u800c\u4e0d\u662f\u5173\u4e8e\u8d22\u52a1\u5de5\u4f5c\u6d41\u7a0b\u7684\u4e00\u822c\u627f\u8bfa\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-plan-for-adoption-training-and-change-management\">\u91c7\u7528\u3001\u57f9\u8bad\u548c\u53d8\u9769\u7ba1\u7406\u8ba1\u5212<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u987e\u95ee\u548c\u52a9\u7406\u4e0d\u5728\u65e5\u5e38\u5de5\u4f5c\u4e2d\u91c7\u7528\u8fd9\u4e00\u89e3\u51b3\u65b9\u6848\uff0c\u5373\u4f7f\u662f\u6700\u5f3a\u5927\u7684 crm \u89e3\u51b3\u65b9\u6848\u4e5f\u4f1a\u5931\u6548\u3002\u53ea\u6709\u5f53\u4eba\u4eec\u59cb\u7ec8\u5982\u4e00\u5730\u4f7f\u7528\u6280\u672f\u65f6\uff0c\u6280\u672f\u624d\u4f1a\u4ea7\u751f\u4ef7\u503c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u516c\u53f8\u5e94\u8ba1\u5212\u7ed3\u6784\u5316\u7684\u57f9\u8bad\u8bfe\u7a0b\u3001\u57fa\u4e8e\u89d2\u8272\u7684\u5165\u804c\u57f9\u8bad\uff0c\u4ee5\u53ca\u5173\u4e8e\u5982\u4f55\u53ca\u4f55\u65f6\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u8bb0\u5f55\u6d3b\u52a8\u7684\u660e\u786e\u6307\u5bfc\u3002InvestGlass \u63d0\u4f9b\u652f\u6301\u8d44\u6e90\uff0c\u53ef\u914d\u7f6e\u7528\u6237\u53cb\u597d\u578b\u754c\u9762\u548c\u4eea\u8868\u677f\uff0c\u4e3a\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u3001\u5408\u89c4\u56e2\u961f\u548c\u9ad8\u7ba1\u91cf\u8eab\u5b9a\u5236\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5206\u9636\u6bb5\u63a8\u5e7f\u65b9\u6cd5\uff1a<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u4ece 2026 \u5e74\u521d\u7684\u4e00\u4e2a\u529e\u4e8b\u5904\u6216\u56e2\u961f\u5f00\u59cb<\/li>\n\n\n\n<li>\u6536\u96c6\u53cd\u9988\u5e76\u5b8c\u5584\u914d\u7f6e<\/li>\n\n\n\n<li>\u4e00\u7ecf\u8bc1\u5b9e\uff0c\u5373\u53ef\u6269\u5c55\u5230\u66f4\u591a\u5730\u533a<\/li>\n\n\n\n<li>\u901a\u8fc7\u767b\u5f55\u9891\u7387\u548c\u4e2a\u4eba\u8d44\u6599\u7684\u5b8c\u6574\u6027\u6765\u8861\u91cf\u91c7\u7528\u60c5\u51b5<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-stands-out-as-a-crm-for-wealth-management\">InvestGlass \u5982\u4f55\u5728\u8d22\u5bcc\u7ba1\u7406 CRM \u4e2d\u8131\u9896\u800c\u51fa<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u867d\u7136\u8bb8\u591a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u90fd\u58f0\u79f0\u81ea\u5df1\u670d\u52a1\u4e8e\u91d1\u878d\u4e1a\uff0c\u4f46 InvestGlass \u4ece\u4e00\u5f00\u59cb\u5c31\u662f\u4e3a\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u800c\u6253\u9020\u7684\u3002\u8be5\u5e73\u53f0\u53ef\u6ee1\u8db3\u91d1\u878d\u670d\u52a1\u4e1a\u7684\u7279\u5b9a\u9700\u6c42\uff0c\u800c\u4e0d\u662f\u5f3a\u884c\u6539\u7f16\u901a\u7528\u8f6f\u4ef6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-all-in-one-platform-for-regulated-institutions\">\u76d1\u7ba1\u673a\u6784\u7684\u4e00\u4f53\u5316\u5e73\u53f0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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class=\"wp-block-paragraph\">\u5728\u540c\u4e00 crm \u5e73\u53f0\u4e0a\u5904\u7406\u6240\u6709\u4e8b\u52a1\uff0c\u53ef\u5b9e\u73b0\u4e00\u81f4\u7684\u4e1a\u52a1\u6d41\u7a0b\uff0c\u4ece\u5728\u6d3b\u52a8\u4e2d\u6355\u83b7\u7ebf\u7d22\u5230\u5728\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u4e0a\u53d1\u5e03\u6295\u8d44\u7ec4\u5408\u62a5\u544a\u3002\u987e\u95ee\u53ef\u4ee5\u5728\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u4e2d\u4f7f\u7528 InvestGlass\uff0c\u4ece 2024 \u5e74\u7684\u6f5c\u5728\u5ba2\u6237\u5230 2027 \u5e74\u7684\u591a\u4ee3\u89c4\u5212\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-built-around-compliance-and-data-sovereignty\">\u56f4\u7ed5\u5408\u89c4\u6027\u548c\u6570\u636e\u4e3b\u6743\u800c\u6784\u5efa<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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InvestGlass is a Swiss sovereign CRM combining digital onboarding, KYC, portfolio management, marketing automation, and a client portal in one comprehensive suite designed specifically for regulated financial [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49001,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1334,1333,95,1331],"class_list":["post-48873","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-financial-advisors","tag-crm-for-wealth-management","tag-wealth-management","tag-wealth-management-crm"],"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>CRM for Wealth Management: How InvestGlass Helps You Scale Securely in 2026 | InvestGlass<\/title>\n<meta name=\"description\" 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