{"id":48878,"date":"2026-01-30T16:16:53","date_gmt":"2026-01-30T15:16:53","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48878"},"modified":"2026-02-07T15:28:36","modified_gmt":"2026-02-07T14:28:36","slug":"crm-%e5%a6%82%e4%bd%95%e5%b8%ae%e5%8a%a9%e9%81%b5%e5%ae%88%e6%b3%95%e8%a7%84","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-crm-helps-with-regulatory-compliance\/","title":{"rendered":"\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5982\u4f55\u5e2e\u52a9\u9075\u5b88\u6cd5\u89c4"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u73b0\u4ee3\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u5df2\u6210\u4e3a\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u548c\u5176\u4ed6\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u5fc5\u4e0d\u53ef\u5c11\u7684\u5408\u89c4\u57fa\u7840\u8bbe\u65bd\u3002\u66fe\u7ecf\u7684\u9500\u552e\u548c\u8425\u9500\u5de5\u5177\u5982\u4eca\u5df2\u6210\u4e3a\u6ee1\u8db3\u5404\u8f96\u533a\u76d1\u7ba1\u8981\u6c42\u7684\u652f\u67f1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u914d\u7f6e\u5b8c\u5584\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u53ef\u96c6\u4e2d\u7ba1\u7406\u5ba2\u6237\u6570\u636e\uff0c\u81ea\u52a8\u8fdb\u884c KYC \u548c\u9002\u5b9c\u6027\u68c0\u67e5\uff0c\u5e76\u751f\u6210\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5408\u89c4\u6027\u662f\u6307\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5fc5\u987b\u6ee1\u8db3\u7684\u4e00\u7cfb\u5217\u6cd5\u5f8b\u3001\u76d1\u7ba1\u548c\u5b89\u5168\u8981\u6c42\uff0c\u4ee5\u786e\u4fdd\u8d1f\u8d23\u4efb\u5730\u5904\u7406\u5ba2\u6237\u6570\u636e\u3002\u5bf9\u4e8e\u5728\u590d\u6742\u7684\u76d1\u7ba1\u73af\u5883\u4e2d\u8fd0\u8425\u7684\u516c\u53f8\u6765\u8bf4\uff0c\u62e5\u6709\u5408\u9002\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u610f\u5473\u7740\u987a\u5229\u901a\u8fc7\u5ba1\u67e5\u4e0e\u4ee3\u4ef7\u9ad8\u6602\u7684\u8865\u6551\u9879\u76ee\u4e4b\u95f4\u7684\u533a\u522b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u4ee3 crm \u7cfb\u7edf\u73b0\u5df2\u6210\u4e3a\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u548c\u5176\u4ed6\u53d7\u76d1\u7ba1\u516c\u53f8\u7684\u6838\u5fc3\u5408\u89c4\u5de5\u5177\u3002\u5408\u89c4\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 crm \u53ef\u4ee5\u96c6\u4e2d\u7ba1\u7406\u5ba2\u6237\u6570\u636e\uff0c\u81ea\u52a8\u8fdb\u884c KYC \u548c\u9002\u5f53\u6027\u68c0\u67e5\uff0c\u5e76\u4e3a FINMA\u3001ESMA \u548c\u56fd\u5bb6\u94f6\u884c\u5f53\u5c40\u7b49\u76d1\u7ba1\u673a\u6784\u521b\u5efa\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f5c\u4e3a\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u5176\u8bbe\u8ba1\u7b26\u5408\u4e25\u683c\u7684\u91d1\u878d\u670d\u52a1\u6cd5\u89c4\uff0c\u540c\u65f6\u5c06\u6240\u6709\u5ba2\u6237\u6570\u636e\u6258\u7ba1\u5728\u745e\u58eb\u6216\u745e\u58eb\u5883\u5185\u3002\u4f7f\u7528\u6b63\u786e\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u53ef\u964d\u4f4e\u8d22\u52a1\u5904\u7f5a\u3001\u8865\u6551\u6210\u672c\u548c\u58f0\u8a89\u53d7\u635f\u7684\u98ce\u9669\uff0c\u540c\u65f6\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u4ee5\u5b9e\u9645\u6848\u4f8b\u8bf4\u660e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u529f\u80fd\u5982\u4f55\u76f4\u63a5\u652f\u6301 2024 \u5e74\u548c 2025 \u5e74\u7684\u76d1\u7ba1\u8981\u6c42\uff0c\u5305\u62ec\u6570\u636e\u4fdd\u62a4\u548c\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-customer-relationship-management\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5165\u95e8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Customer Relationship Management (CRM) is at the heart of modern business operations, providing organizations with the tools to manage and analyze customer interactions across every stage of the customer lifecycle. By centralizing customer data and streamlining communication, CRM systems empower businesses to build stronger customer relationships, enhance satisfaction, and drive long term growth. In today\u2019s regulatory landscape, effective customer relationship management is not just about improving sales or service it\u2019s also about ensuring the secure handling of customer data in compliance with data protection regulations such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). With robust CRM systems in place, companies can protect customer data, maintain compliance with evolving laws, and foster trust through transparent and responsible data management. As a result, customer relationship management CRM platforms have become essential for organizations seeking to balance business operations with regulatory compliance and data protection.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-regulatory-compliance-now-depends-on-your-crm\">\u4e3a\u4ec0\u4e48\u76d1\u7ba1\u5408\u89c4\u6027\u73b0\u5728\u53d6\u51b3\u4e8e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u6570\u636e\u4fdd\u62a4\u6761\u4f8b\u3001MiFID II\u3001\u53cd\u6d17\u94b1\u6307\u4ee4\u3001\u7f8e\u56fd\u91d1\u878d\u5e02\u573a\u7ba1\u7406\u5c40\uff08FINMA\uff09\u901a\u544a\u548c\u5730\u65b9\u8d22\u5bcc\u7ba1\u7406\u89c4\u5219\u7b49\u6cd5\u89c4\u73b0\u5728\u51e0\u4e4e\u6d89\u53ca\u5230\u6bcf\u4e00\u6b21\u5ba2\u6237\u4e92\u52a8\u3002\u5ba2\u6237\u4e92\u52a8\u662f\u6307\u4f01\u4e1a\u4e0e\u5176\u5f53\u524d\u6216\u6f5c\u5728\u5ba2\u6237\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\u7684\u6d3b\u52a8\u548c\u4fe1\u606f\u4ea4\u6d41\uff0c\u8bb0\u5f55\u8fd9\u4e9b\u6d3b\u52a8\u548c\u4fe1\u606f\u4ea4\u6d41\u5bf9\u4e8e\u7ba1\u7406\u5173\u7cfb\u548c\u786e\u4fdd\u5408\u89c4\u81f3\u5173\u91cd\u8981\u3002\u4ece\u4e0e\u6f5c\u5728\u5ba2\u6237\u7684\u9996\u6b21\u63a5\u89e6\u5230\u6301\u7eed\u7684\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\uff0c\u53d7\u76d1\u7ba1\u516c\u53f8\u5fc5\u987b\u8bb0\u5f55\u3001\u8bc1\u660e\u5e76\u4fdd\u7559\u5176\u6d3b\u52a8\u7684\u8bc1\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0d\u518d\u4ec5\u4ec5\u662f\u4e00\u79cd\u9500\u552e\u5de5\u5177\u3002\u5bf9\u4e8e\u91d1\u878d\u673a\u6784\u6765\u8bf4\uff0c\u5b83\u5df2\u6210\u4e3a\u8bb0\u5f55\u4e2a\u4eba\u6570\u636e\u3001\u4ea4\u6613\u80cc\u666f\u3001\u9002\u5408\u6027\u6587\u4ef6\u548c <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=\"5839\">\u5e02\u573a\u8425\u9500<\/a> \u540c\u610f\u3002\u76d1\u7ba1\u673a\u6784\u5728\u8fdb\u884c\u68c0\u67e5\u65f6\uff0c\u5e0c\u671b\u76f4\u63a5\u4ece\u4e1a\u52a1\u7cfb\u7edf\u4e2d\u83b7\u53d6\u8bc1\u636e\uff0c\u800c\u4e0d\u662f\u4ece\u5206\u6563\u5728\u5404\u90e8\u95e8\u7684\u4e34\u65f6\u7535\u5b50\u8868\u683c\u6216\u7535\u5b50\u90ae\u4ef6\u6863\u6848\u4e2d\u83b7\u53d6\u8bc1\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u5bb6\u745e\u58eb\u79c1\u4eba\u94f6\u884c\u9700\u8981\u4e3a 2023 \u5e74\u5165\u804c\u7684\u9ad8\u51c0\u503c\u5ba2\u6237\u8bc1\u660e\u8d44\u91d1\u6765\u6e90\u652f\u7968\u3002\u5982\u679c\u6ca1\u6709\u96c6\u4e2d\u5f0f CRM\uff0c\u5458\u5de5\u5c31\u9700\u8981\u5728\u591a\u4e2a\u6587\u4ef6\u5939\u3001\u7535\u5b50\u90ae\u4ef6\u7ebf\u7a0b\u4ee5\u53ca\u53ef\u80fd\u7684\u7eb8\u8d28\u6587\u4ef6\u4e2d\u8fdb\u884c\u641c\u7d22\u3002\u6709\u4e86\u4e13\u95e8\u6784\u5efa\u7684\u5e73\u53f0\uff0c\u51e0\u79d2\u949f\u5185\u5c31\u80fd\u83b7\u5f97\u5b8c\u6574\u7684\u6587\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u6837\uff0c\u6b27\u76df\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5728\u63a5\u53d7 MiFID II \u9002\u5408\u6027\u5ba1\u67e5\u65f6\uff0c\u4e5f\u53ef\u4ee5\u4ece\u4e00\u4e2a\u7cfb\u7edf\u4e2d\u8c03\u53d6\u98ce\u9669\u5206\u6790\u3001\u6295\u8d44\u504f\u597d\u548c\u63a8\u8350\u7406\u7531\u7684\u5168\u90e8\u5386\u53f2\u8bb0\u5f55\u3002\u8fd9\u79cd\u80fd\u529b\u5e76\u975e\u5962\u671b\uff0c\u800c\u662f\u73b0\u5728\u7684\u57fa\u672c\u671f\u671b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u521b\u5efa\u6b63\u662f\u4e3a\u4e86\u5c06\u9500\u552e\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u5165\u804c\u548c\u5408\u89c4\u6027\u6574\u5408\u5230\u53d7\u76d1\u7ba1\u516c\u53f8\u7684\u5355\u4e00\u5b89\u5168\u73af\u5883\u4e2d\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-risk-of-non-compliance\">\u8fdd\u89c4\u98ce\u9669<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Non compliance with data protection regulations is a serious threat to any business that manages customer data. Regulations such as the general data protection regulation (GDPR) and the california consumer privacy act (CCPA) set strict standards for how organizations must handle, store, and process personal data. Failure to meet these regulatory requirements can result in substantial financial penalties GDPR fines can reach up to \u20ac20 million or 4% of annual global turnover, whichever is higher. For healthcare organizations, non compliance with health insurance portability and accountability requirements can also lead to significant sanctions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9664\u7ecf\u6d4e\u5904\u7f5a\u5916\uff0c\u4e0d\u5408\u89c4\u7684\u540e\u679c\u8fd8\u5305\u62ec\u58f0\u8a89\u53d7\u635f\u548c\u5ba2\u6237\u4fe1\u4efb\u5ea6\u4e0b\u964d\u3002\u6570\u636e\u5b89\u5168\u63aa\u65bd\u4e0d\u8db3\u5bfc\u81f4\u7684\u6570\u636e\u6cc4\u9732\u4f1a\u66b4\u9732\u654f\u611f\u7684\u5ba2\u6237\u6570\u636e\uff0c\u5305\u62ec\u4e2a\u4eba\u548c\u8d22\u52a1\u4fe1\u606f\u3002\u6b64\u7c7b\u4e8b\u4ef6\u4e0d\u4ec5\u4f1a\u6270\u4e71\u4e1a\u52a1\u8fd0\u8425\uff0c\u8fd8\u4f1a\u5bfc\u81f4\u5ba2\u6237\u5173\u7cfb\u6d41\u5931\uff0c\u56e0\u4e3a\u5ba2\u6237\u53ef\u80fd\u4f1a\u8ba4\u4e3a\u4f01\u4e1a\u4e0d\u53ef\u9760\u6216\u758f\u4e8e\u4fdd\u62a4\u5ba2\u6237\u4fe1\u606f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Customer relationship management crm systems are central to managing customer data and ensuring compliance with data protection regulations. Without robust data security measures such as data encryption, strict access controls, and regular data audits businesses are at greater risk of unauthorized data access and data breaches. CRM systems with built in compliance tools, including consent management and detailed audit logs, help organizations demonstrate compliance and respond efficiently to data access requests or regulatory inquiries.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-centralized-client-data-and-documented-consent\">\u96c6\u4e2d\u7684\u5ba2\u6237\u6570\u636e\u548c\u8bb0\u5f55\u5728\u6848\u7684\u540c\u610f\u4e66<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u505a\u5230\u5408\u89c4\uff0c\u9996\u5148\u8981\u6e05\u695a\u4e86\u89e3\u81ea\u5df1\u6301\u6709\u54ea\u4e9b\u6570\u636e\u3001\u6570\u636e\u5b58\u50a8\u5728\u54ea\u91cc\u4ee5\u53ca\u5904\u7406\u6570\u636e\u7684\u6cd5\u5f8b\u4f9d\u636e\u662f\u4ec0\u4e48\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u901a\u8fc7\u63d0\u4f9b\u8ddf\u8e2a\u540c\u610f\u3001\u63a7\u5236\u8bbf\u95ee\u548c\u786e\u4fdd\u6b63\u786e\u5904\u7406\u4e2a\u4eba\u4fe1\u606f\u7684\u5de5\u5177\uff0c\u5e2e\u52a9\u4f01\u4e1a\u6839\u636e\u6570\u636e\u9690\u79c1\u6cd5\uff08\u5982 GDPR \u548c CCPA\uff09\u7ba1\u7406\u5ba2\u6237\u6570\u636e\u3002\u5206\u6563\u5728\u591a\u4e2a\u7cfb\u7edf\u4e2d\u7684\u6570\u636e\u4f1a\u589e\u52a0\u4e0d\u5408\u89c4\u7684\u53ef\u80fd\u6027\uff0c\u5e76\u4f7f\u5bf9\u76d1\u7ba1\u67e5\u8be2\u7684\u54cd\u5e94\u53d8\u5f97\u7f13\u6162\u4e14\u5bb9\u6613\u51fa\u9519\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f3a\u5927\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u53ef\u5c06\u6240\u6709\u5ba2\u6237\u8d44\u6599\u3001KYC \u6587\u4ef6\u3001\u98ce\u9669\u6863\u6848\u3001\u6295\u8d44\u504f\u597d\u548c\u901a\u4fe1\u8bb8\u53ef\u96c6\u4e2d\u5230\u4e00\u4e2a\u5355\u4e00\u7684\u7ed3\u6784\u5316\u5b58\u50a8\u5e93\u4e2d\u3002\u8fd9\u79cd\u96c6\u4e2d\u5316\u652f\u6301\u6570\u636e\u5b8c\u6574\u6027\uff0c\u5e76\u786e\u4fdd\u6574\u4e2a\u7ec4\u7ec7\u7684\u6570\u636e\u4e00\u81f4\u6027\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\u7684\u96c6\u4e2d\u5f0f\u6570\u636e\u5b58\u50a8\u8fd8\u6709\u52a9\u4e8e\u7f16\u5236\u5168\u9762\u7684\u5408\u89c4\u6587\u6863\uff0c\u4ece\u800c\u66f4\u5bb9\u6613\u5728\u76d1\u7ba1\u5ba1\u67e5\u671f\u95f4\u63d0\u4f9b\u8bc1\u636e\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-consent-management-works-in-practice\">\u540c\u610f\u7ba1\u7406\u5982\u4f55\u5b9e\u9645\u8fd0\u4f5c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e\u6570\u636e\u4fdd\u62a4\u6cd5\u89c4 gdpr \u548c\u7c7b\u4f3c\u7684\u9690\u79c1\u6cd5\uff08\u5982\u745e\u58eb\u8054\u90a6\u6570\u636e\u4fdd\u62a4\u6cd5 (FADP)\uff09\uff0c\u4f01\u4e1a\u5fc5\u987b\u8bc1\u660e\u5176\u6570\u636e\u5904\u7406\u6d3b\u52a8\u5df2\u83b7\u5f97\u5ba2\u6237\u7684\u6709\u6548\u540c\u610f\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u53ef\u4ee5\u901a\u8fc7\u7cbe\u786e\u7684\u65f6\u95f4\u6233\u6765\u6355\u6349\u548c\u8bb0\u5f55\u8fd9\u79cd\u540c\u610f\u3002\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\u5b9e\u65bd\u5f3a\u5927\u7684\u6570\u636e\u9690\u79c1\u63a7\u5236\uff0c\u5bf9\u4e8e\u4fdd\u62a4\u5ba2\u6237\u6570\u636e\u3001\u786e\u4fdd\u900f\u660e\u5ea6\u4ee5\u53ca\u9075\u5b88 GDPR \u548c CCPA \u7b49\u6cd5\u89c4\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8d44\u73bb\u7483 <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=\"5838\">\u6570\u5b57\u5165\u804c<\/a> \u8868\u683c\u6536\u96c6\u8425\u9500\u3001\u6570\u636e\u5904\u7406\u548c\u8de8\u5883\u901a\u4fe1\u65b9\u9762\u7684\u540c\u610f\uff0c\u540c\u65f6\u81ea\u52a8\u8bb0\u5f55\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u540c\u610f\u8981\u7d20<\/th><th>\u8bb0\u5f55\u4ec0\u4e48<\/th><\/tr><tr><td>\u9891\u9053<\/td><td>\u7f51\u7edc\u8868\u683c\u3001\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u3001\u4eb2\u4e34\u73b0\u573a<\/td><\/tr><tr><td>\u65e5\u671f\u548c\u65f6\u95f4<\/td><td>\u7cbe\u786e\u7684\u65f6\u95f4\u6233<\/td><\/tr><tr><td>IP \u5730\u5740<\/td><td>\u7528\u4e8e\u6838\u67e5<\/td><\/tr><tr><td>\u540c\u610f\u7248\u672c<\/td><td>\u63a5\u53d7\u4e86\u54ea\u4e9b\u6761\u4ef6<\/td><\/tr><tr><td>\u504f\u597d\u66f4\u65b0<\/td><td>\u968f\u7740\u65f6\u95f4\u63a8\u79fb\u53d1\u751f\u7684\u4efb\u4f55\u53d8\u5316<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u65b9\u6cd5\u76f4\u63a5\u6ee1\u8db3\u4e86\u6570\u636e\u4e3b\u4f53\u6743\u5229\u7684\u8981\u6c42\uff0c\u56e0\u4e3a\u4f01\u4e1a\u53ef\u4ee5\u51c6\u786e\u5730\u8bc1\u660e\u4f55\u65f6\u4ee5\u53ca\u5982\u4f55\u83b7\u5f97\u540c\u610f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-supporting-data-minimization-and-access-requests\">\u652f\u6301\u6570\u636e\u6700\u5c0f\u5316\u548c\u8bbf\u95ee\u8bf7\u6c42<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u96c6\u4e2d\u6570\u636e\u8fd8\u652f\u6301\u6570\u636e\u6700\u5c0f\u5316\u539f\u5219\u3002\u5f53\u516c\u53f8\u53ef\u4ee5\u4ece\u4e00\u4e2a\u5730\u65b9\u641c\u7d22\u548c\u5bfc\u51fa\u6240\u6709\u4e0e\u5ba2\u6237\u76f8\u5173\u7684\u6570\u636e\u65f6\uff0c\u54cd\u5e94\u6570\u636e\u8bbf\u95ee\u8bf7\u6c42\u6216\u6570\u636e\u5220\u9664\u8bf7\u6c42\u5c31\u53d8\u5f97\u7b80\u5355\u6613\u884c\u3002\u5408\u89c4\u56e2\u961f\u65e0\u9700\u68c0\u67e5\u591a\u4e2a\u7cfb\u7edf\uff0c\u53ea\u9700\u901a\u8fc7\u4e00\u4e2a\u754c\u9762\u5373\u53ef\u5904\u7406\u8fd9\u4e9b\u8bf7\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e\u300a\u52a0\u5229\u798f\u5c3c\u4e9a\u6d88\u8d39\u8005\u9690\u79c1\u6cd5\u300b\u548c\u300a\u4e00\u822c\u6570\u636e\u4fdd\u62a4\u6761\u4f8b\u300b\uff0c\u6570\u636e\u4e3b\u4f53\u6709\u6743\u8981\u6c42\u8bbf\u95ee\u5176\u4e2a\u4eba\u6570\u636e\u3002\u914d\u7f6e\u5b8c\u5584\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u53ef\u4f7f\u8fd9\u4e00\u8fc7\u7a0b\u53d8\u5f97\u9ad8\u6548\u800c\u4e0d\u7e41\u7410\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u8fd8\u80fd\u8ba9\u5408\u89c4\u56e2\u961f\u76d1\u63a7\u6570\u636e\u8bbf\u95ee\uff0c\u786e\u4fdd\u53ea\u6709\u7ecf\u8fc7\u6388\u6743\u7684\u4eba\u5458\u624d\u80fd\u67e5\u770b\u6216\u5904\u7406\u5ba2\u6237\u6570\u636e\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automating-kyc-aml-and-suitability-workflows\">\u5b9e\u73b0 KYC\u3001AML \u548c\u9002\u5b9c\u6027\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b27\u76df\u300a\u53cd\u6d17\u94b1\u6307\u4ee4\u300b\u3001\u745e\u58eb\u300a\u53cd\u6d17\u94b1\u6cd5\u300b\u548c\u5f53\u5730\u8bc1\u5238\u6cd5\u7b49\u6cd5\u89c4\u8981\u6c42\u5728\u5165\u804c\u548c\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u5185\u8fdb\u884c\u8be6\u7ec6\u7684\u5c3d\u804c\u8c03\u67e5\u3002\u4eba\u5de5\u6d41\u7a0b\u4e0d\u4ec5\u6548\u7387\u4f4e\u4e0b\uff0c\u8fd8\u4f1a\u9020\u6210\u6f0f\u6d1e\uff0c\u88ab\u76d1\u7ba1\u673a\u6784\u53d1\u73b0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u5de5\u4f5c\u6d41\u7a0b\u5f15\u64ce\u53ef\u4ee5\u901a\u8fc7\u5fc5\u586b\u5b57\u6bb5\u548c\u9a8c\u8bc1\u89c4\u5219\u5f15\u5bfc\u987e\u95ee\u9010\u6b65\u5b8c\u6210 KYC \u6d41\u7a0b\u3002\u8fd9\u79cd\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u65b9\u6cd5\u53ef\u786e\u4fdd\u4e00\u81f4\u6027\u5e76\u51cf\u5c11\u4eba\u4e3a\u9519\u8bef\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-automation-capabilities\">\u4e3b\u8981\u81ea\u52a8\u5316\u529f\u80fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u4ee3 crm \u7cfb\u7edf\u4e2d\u7684\u81ea\u52a8\u5de5\u4f5c\u6d41\u7a0b\u5305\u62ec<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8eab\u4efd\u9a8c\u8bc1<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0a\u4f20\u62a4\u7167\u548c\u5730\u5740\u8bc1\u660e\u6587\u4ef6\u7684\u8981\u6c42<\/li>\n\n\n\n<li>\u6587\u4ef6\u8fc7\u671f\u81ea\u52a8\u8ddf\u8e2a<\/li>\n\n\n\n<li>\u4e0e\u5916\u90e8\u9a8c\u8bc1\u670d\u52a1\u96c6\u6210<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u98ce\u9669\u8bc4\u5206<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u57fa\u4e8e\u89c4\u5219\u7684\u5206\u7c7b\uff08\u4f4e\u3001\u4e2d\u3001\u9ad8\u98ce\u9669\uff09<\/li>\n\n\n\n<li>\u5206\u6570\u53d8\u5316\u65f6\u81ea\u52a8\u5347\u7ea7<\/li>\n\n\n\n<li>\u8bb0\u5f55\u8bc4\u5206\u7406\u7531<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9a\u671f\u5ba1\u67e5<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6839\u636e\u98ce\u9669\u7b49\u7ea7\uff0c\u6bcf\u9694 12\u300124 \u6216 36 \u4e2a\u6708\u63d0\u9192\u4e00\u6b21<\/li>\n\n\n\n<li>\u6587\u4ef6\u8fc7\u671f\u65f6\u81ea\u52a8\u63d0\u9192<\/li>\n\n\n\n<li>\u5ba2\u6237\u4e0d\u56de\u5e94\u65f6\u7684\u5347\u7ea7\u89c4\u5219<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528 InvestGlass \u7684\u8d22\u5bcc\u7ecf\u7406\u53ef\u4ee5\u6536\u96c6\u62a4\u7167\u3001\u5730\u5740\u8bc1\u660e\u3001FATCA \u548c CRS \u81ea\u6211\u8ba4\u8bc1\u8868\u683c\uff0c\u7136\u540e\u5c06\u5176\u8f6c\u7ed9\u5408\u89c4\u90e8\u95e8\uff0c\u4ee5\u4fbf\u901a\u8fc7\u6570\u5b57\u5ba1\u8ba1\u8ddf\u8e2a\u8fdb\u884c\u5ba1\u6279\u3002\u6bcf\u4e2a\u6b65\u9aa4\u90fd\u6709\u8bb0\u5f55\u3001\u65f6\u95f4\u6233\u548c\u5ba2\u6237\u8bb0\u5f55\u94fe\u63a5\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-suitability-and-appropriateness-checks\">\u9002\u5b9c\u6027\u548c\u9002\u5f53\u6027\u68c0\u67e5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e MiFID II \u548c\u745e\u58eb\u91d1\u878d\u670d\u52a1\u6cd5 (FINSA)\uff0c\u516c\u53f8\u5fc5\u987b\u786e\u4fdd\u6240\u63a8\u8350\u7684\u6295\u8d44\u7ec4\u5408\u4e0e\u6bcf\u4e2a\u5ba2\u6237\u8bb0\u5f55\u7684\u98ce\u9669\u72b6\u51b5\u548c\u6295\u8d44\u671f\u9650\u76f8\u5339\u914d\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u95ee\u5377\u53ef\u76f4\u63a5\u6a21\u62df\u8fd9\u4e9b\u8981\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u987e\u95ee\u5b8c\u6210\u9002\u5b9c\u6027\u8bc4\u4f30\u540e\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u53ef\u4ee5<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5c06\u5ba2\u6237\u7684\u98ce\u9669\u627f\u53d7\u80fd\u529b\u4e0e\u5efa\u8bae\u7684\u6295\u8d44\u8fdb\u884c\u6bd4\u8f83<\/li>\n\n\n\n<li>\u5728\u53d1\u9001\u63d0\u6848\u524d\u6807\u8bb0\u4e0d\u5339\u914d\u9879<\/li>\n\n\n\n<li>\u8bb0\u5f55\u5efa\u8bae\u7684\u7406\u7531<\/li>\n\n\n\n<li>\u5b58\u50a8\u5b8c\u6574\u7684\u8bc4\u4f30\u5386\u53f2\u8bb0\u5f55\uff0c\u4ee5\u5907\u5c06\u6765\u53c2\u8003<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u65b9\u6cd5\u6709\u52a9\u4e8e\u516c\u53f8\u786e\u4fdd\u9075\u5b88\u8bc1\u5238\u6cd5\u89c4\uff0c\u5e76\u4fdd\u6301\u5b8c\u6574\u7684\u8bb0\u5f55\u4ee5\u5907\u76d1\u7ba1\u90e8\u95e8\u68c0\u67e5\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-access-control-and-data-sovereignty\">\u5b89\u5168\u3001\u8bbf\u95ee\u63a7\u5236\u548c\u6570\u636e\u4e3b\u6743<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Crm \u5408\u89c4\u4e0d\u4ec5\u6d89\u53ca\u89c4\u5219\u548c\u6587\u4ef6\u3002\u5b83\u8fd8\u5173\u7cfb\u5230\u65e5\u5e38\u5b58\u50a8\u548c\u8bbf\u95ee\u5ba2\u6237\u4fe1\u606f\u7684\u5b89\u5168\u6027\u3002\u4f5c\u4e3a\u76d1\u7ba1\u6d3b\u52a8\u7684\u4e00\u90e8\u5206\uff0c\u76d1\u7ba1\u673a\u6784\u8d8a\u6765\u8d8a\u591a\u5730\u68c0\u67e5\u6570\u636e\u5b89\u5168\u63aa\u65bd\u3002\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u6765\u4fdd\u62a4\u5ba2\u6237\u6570\u636e\u662f\u81f3\u5173\u91cd\u8981\u7684\uff0c\u5b83\u53ef\u4ee5\u901a\u8fc7\u5f3a\u5927\u7684\u8bbf\u95ee\u63a7\u5236\u548c\u5b89\u5168\u534f\u8bae\uff0c\u786e\u4fdd\u53ea\u6709\u83b7\u5f97\u6388\u6743\u7684\u4eba\u5458\u624d\u80fd\u8bbf\u95ee\u654f\u611f\u6570\u636e\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-role-based-access-control\">\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u63a7\u5236<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fdd\u62a4\u654f\u611f\u7684\u5ba2\u6237\u6570\u636e\u9700\u8981\u4e25\u683c\u7684\u8bbf\u95ee\u63a7\u5236\u3002\u91d1\u878d\u673a\u6784\u5185\u7684\u4e0d\u540c\u89d2\u8272\u9700\u8981\u4e0d\u540c\u7ea7\u522b\u7684\u8bbf\u95ee\u6743\u9650\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u89d2\u8272<\/th><th>\u6570\u636e\u8bbf\u95ee\u7ea7\u522b<\/th><\/tr><tr><td>\u5173\u7cfb\u7ecf\u7406<\/td><td>\u4ec5\u9650\u81ea\u5df1\u7684\u5ba2\u6237<\/td><\/tr><tr><td>\u6295\u8d44\u7ec4\u5408\u7ecf\u7406<\/td><td>\u6295\u8d44\u6570\u636e\uff0c\u6709\u9650\u7684\u4e2a\u4eba\u4fe1\u606f<\/td><\/tr><tr><td>\u5408\u89c4\u5e72\u4e8b<\/td><td>\u5168\u9762\u76d1\u7763<\/td><\/tr><tr><td>\u540e\u53f0<\/td><td>\u4ea4\u6613\u5904\u7406\u6570\u636e<\/td><\/tr><tr><td>\u7ba1\u7406\u5c42<\/td><td>\u6c47\u603b\u62a5\u544a<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u53ef\u786e\u4fdd\u53ea\u6709\u7ecf\u6388\u6743\u7684\u7528\u6237\u624d\u80fd\u67e5\u770b\u4e0e\u5176\u804c\u80fd\u76f8\u5173\u7684\u654f\u611f\u4fe1\u606f\u3002\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u63a7\u5236\u7b26\u5408\u4e00\u822c\u6570\u636e\u4fdd\u62a4\u6cd5\u89c4\u548c\u94f6\u884c\u5b89\u5168\u6307\u5357\u7684\u8981\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-technical-protections\">\u6280\u672f\u4fdd\u62a4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f3a\u5927\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u53ef\u5b9e\u73b0\u591a\u5c42\u6570\u636e\u5b89\u5168\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6570\u636e\u52a0\u5bc6<\/strong> \u8f6c\u8fd0\u548c\u9759\u6b62<\/li>\n\n\n\n<li>\u591a\u56e0\u7d20\u9009\u9879\u7684\u5f3a\u8ba4\u8bc1<\/li>\n\n\n\n<li>IP \u5141\u8bb8\u5217\u51fa\u529e\u4e8b\u5904\u548c\u6279\u51c6\u5730\u70b9<\/li>\n\n\n\n<li>\u8bbe\u5907\u63a7\u5236\u548c\u4f1a\u8bdd\u7ba1\u7406<\/li>\n\n\n\n<li>\u5b9a\u671f\u6e17\u900f\u6d4b\u8bd5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u63aa\u65bd\u76f4\u63a5\u652f\u6301 GDPR \u7b2c 32 \u6761\u5173\u4e8e\u9002\u5f53\u6280\u672f\u4fdd\u969c\u63aa\u65bd\u7684\u8981\u6c42\u3002\u4f01\u4e1a\u5fc5\u987b\u6839\u636e\u6240\u5904\u7406\u6570\u636e\u7684\u654f\u611f\u6027\uff0c\u4f7f\u7528\u9002\u5f53\u7684\u5b89\u5168\u63aa\u65bd\u4fdd\u62a4\u5ba2\u6237\u4fe1\u606f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-sovereignty-for-financial-institutions\">\u91d1\u878d\u673a\u6784\u7684\u6570\u636e\u4e3b\u6743<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6765\u8bf4\uff0c\u6570\u636e\u5c45\u4f4f\u5730\u81f3\u5173\u91cd\u8981\u3002\u5ba2\u6237\u654f\u611f\u4fe1\u606f\u7684\u5b58\u50a8\u5730\u70b9\u51b3\u5b9a\u4e86\u9002\u7528\u54ea\u4e9b\u6cd5\u5f8b\u4ee5\u53ca\u8c01\u6709\u53ef\u80fd\u8bbf\u95ee\u8fd9\u4e9b\u6570\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u6839\u636e\u745e\u58eb\u6cd5\u5f8b\u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u6258\u7ba1\u670d\u52a1\uff0c\u5e76\u53ef\u9009\u62e9\u73b0\u573a\u90e8\u7f72\uff0c\u4ee5\u5b9e\u73b0\u6700\u5927\u7a0b\u5ea6\u7684\u63a7\u5236\u3002\u8fd9\u89e3\u51b3\u4e86\u8bb8\u591a\u673a\u6784\u5bf9\u5728\u4e3b\u6743\u57fa\u7840\u8bbe\u65bd\u4e2d\u4fdd\u5b58\u654f\u611f\u79c1\u4eba\u94f6\u884c\u6570\u636e\u7684\u62c5\u5fe7\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6bd4\u8f83\uff1a\u745e\u58eb\u4e3b\u6743\u6258\u7ba1\u4e0e\u901a\u7528\u516c\u5171\u4e91<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u8003\u8651\u56e0\u7d20<\/th><th>\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/th><th>\u901a\u7528\u516c\u5171\u4e91<\/th><\/tr><tr><td>\u6570\u636e\u9a7b\u7559<\/td><td>\u745e\u58eb<\/td><td>\u4e0d\u540c\u5730\u70b9<\/td><\/tr><tr><td>\u9002\u7528\u6cd5\u5f8b<\/td><td>\u745e\u58eb\u6cd5\u5f8b<\/td><td>\u53ef\u80fd\u662f\u5916\u56fd<\/td><\/tr><tr><td>\u653f\u5e9c\u8bbf\u95ee<\/td><td>\u4ec5\u9650\u745e\u58eb\u6cd5\u5f8b\u7a0b\u5e8f<\/td><td>\u63a5\u53d7\u5916\u56fd\u8bf7\u6c42<\/td><\/tr><tr><td>\u63a7\u5236<\/td><td>\u5168\u5957\u6216\u9884\u5236\u9009\u9879<\/td><td>\u53d6\u51b3\u4e8e\u4f9b\u5e94\u5546<\/td><\/tr><tr><td>\u94f6\u884c\u76d1\u7ba1\u673a\u6784\u8ba4\u53ef<\/td><td>\u4e00\u822c\u9996\u9009<\/td><td>\u53ef\u80fd\u9700\u8981\u989d\u5916\u7684\u5c3d\u804c\u8c03\u67e5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u5904\u7406\u6765\u81ea\u79c1\u4eba\u94f6\u884c\u5ba2\u6237\u7684\u654f\u611f\u5ba2\u6237\u4fe1\u606f\u7684\u516c\u53f8\u6765\u8bf4\uff0c\u8fd9\u79cd\u533a\u522b\u5bf9\u4e8e\u76d1\u7ba1\u673a\u6784\u7684\u8ba4\u53ef\u5177\u6709\u51b3\u5b9a\u6027\u610f\u4e49\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-audit-trails-reporting-and-regulator-ready-evidence\">\u5ba1\u8ba1\u8ddf\u8e2a\u3001\u62a5\u544a\u548c\u76d1\u7ba1\u673a\u6784\u51c6\u5907\u5c31\u7eea\u7684\u8bc1\u636e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u76d1\u7ba1\u673a\u6784\u5e0c\u671b\u516c\u53f8\u91cd\u65b0\u521b\u5efa\u5ba2\u6237\u5173\u7cfb\u7684\u5b8c\u6574\u5386\u53f2\uff0c\u5305\u62ec\u6bcf\u4e00\u6b21\u8d44\u6599\u53d8\u66f4\u3001\u98ce\u9669\u66f4\u65b0\u548c\u6295\u8d44\u5efa\u8bae\u3002\u901a\u8fc7\u5b8c\u6574\u7684\u5ba1\u8ba1\u65e5\u5fd7\u8bc1\u660e\u5408\u89c4\u6027\u7684\u80fd\u529b\u5df2\u6210\u4e3a\u4e00\u9879\u6838\u5fc3\u8981\u6c42\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u901a\u8fc7\u8ddf\u8e2a\u6240\u6709\u4e0e\u5408\u89c4\u76f8\u5173\u7684\u6d3b\u52a8\u548c\u53d8\u66f4\uff0c\u652f\u6301\u6301\u7eed\u7684\u5408\u89c4\u76d1\u63a7\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u516c\u53f8\u9700\u8981\u4e3a\u76d1\u7ba1\u4e49\u52a1\u751f\u6210\u62a5\u544a\u65f6\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u53ef\u81ea\u52a8\u521b\u5efa\u548c\u63d0\u4ea4\u6240\u9700\u7684\u5408\u89c4\u62a5\u544a\uff0c\u4ece\u800c\u7b80\u5316\u76d1\u7ba1\u62a5\u544a\u3002\u8fd9\u53ef\u786e\u4fdd\u4f01\u4e1a\u4ee5\u6700\u5c0f\u7684\u4eba\u5de5\u5de5\u4f5c\u91cf\u8fc5\u901f\u5411\u76d1\u7ba1\u673a\u6784\u63d0\u4f9b\u73b0\u6210\u7684\u8bc1\u636e\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-immutable-audit-trails\">\u4e0d\u53ef\u66f4\u6539\u7684\u5ba1\u8ba1\u8ddf\u8e2a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u53ef\u4ee5\u5bf9\u6240\u6709\u6d3b\u52a8\u8fdb\u884c\u8be6\u7ec6\u7684\u5ba1\u8ba1\u8ddf\u8e2a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8c01\u4f55\u65f6\u67e5\u770b\u4e86\u8bb0\u5f55<\/li>\n\n\n\n<li>\u5bf9\u5ba2\u6237\u6863\u6848\u505a\u4e86\u54ea\u4e9b\u66f4\u6539<\/li>\n\n\n\n<li>\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\u53ca\u5176\u7ed3\u679c<\/li>\n\n\n\n<li>\u6587\u4ef6\u4e0a\u4f20\u548c\u7248\u672c\u5386\u53f2<\/li>\n\n\n\n<li>\u901a\u4fe1\u8bb0\u5f55\u548c\u65f6\u95f4\u6233<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u5ba1\u8ba1\u65e5\u5fd7\u5305\u62ec\u7cbe\u786e\u7684\u65f6\u95f4\u6233\u3001\u7528\u6237\u6807\u8bc6\u3001IP \u5730\u5740\uff0c\u6709\u65f6\u8fd8\u5305\u62ec\u8bbe\u5907\u4fe1\u606f\u3002\u76ee\u7684\u662f\u751f\u6210\u76d1\u7ba1\u673a\u6784\u53ef\u4ee5\u4fe1\u4efb\u7684\u4e0d\u53ef\u66f4\u6539\u7684\u8bb0\u5f55\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardized-reporting\">\u6807\u51c6\u5316\u62a5\u544a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u56e2\u961f\u9700\u8981\u4e3a\u5404\u79cd\u76d1\u7ba1\u4e49\u52a1\u751f\u6210\u62a5\u544a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u53ef\u7591\u6d3b\u52a8\u76d1\u6d4b\u6458\u8981<\/li>\n\n\n\n<li>\u8de8\u5883\u6d3b\u52a8\u62a5\u544a<\/li>\n\n\n\n<li>\u5b9a\u671f\u9002\u5f53\u6027\u5ba1\u67e5\u6587\u4ef6<\/li>\n\n\n\n<li>\u5ba2\u6237\u5206\u7c7b\u6458\u8981<\/li>\n\n\n\n<li>\u6570\u636e\u4fdd\u62a4\u5f71\u54cd\u8bc4\u4f30<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\u800c\u914d\u7f6e\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u53ef\u6309\u9700\u751f\u6210\u8fd9\u4e9b\u62a5\u544a\uff0c\u800c\u65e0\u9700\u4eba\u5de5\u7f16\u8bd1\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-scenario\">\u771f\u5b9e\u573a\u666f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5047\u8bbe\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u63d0\u4f9b 2021 \u5e74\u5165\u804c\u7684\u653f\u6cbb\u516c\u4f17\u4eba\u7269\u7684\u5b8c\u6574\u6863\u6848\u3002\u6709\u4e86\u6b63\u786e\u914d\u7f6e\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u516c\u53f8\u53ef\u4ee5\u5728\u51e0\u5206\u949f\u5185\u5bfc\u51fa\u5b8c\u6574\u7684\u65f6\u95f4\u8868\uff0c\u5305\u62ec\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC \u6587\u4ef6\u539f\u4ef6<\/li>\n\n\n\n<li>\u98ce\u9669\u8bc4\u4f30\u53ca\u5176\u66f4\u65b0<\/li>\n\n\n\n<li>\u6240\u6709\u6295\u8d44\u5efa\u8bae\u53ca\u5176\u7406\u7531<\/li>\n\n\n\n<li>\u4f20\u64ad\u5386\u53f2<\/li>\n\n\n\n<li>\u5b9a\u671f\u5ba1\u67e5\u8bb0\u5f55<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u6309\u5730\u533a\u6216\u9884\u8ba2\u4e2d\u5fc3\u751f\u6210\u5b9a\u5236\u5408\u89c4\u62a5\u544a\uff0c\u5e2e\u52a9\u94f6\u884c\u6ee1\u8db3 FINMA\u3001CSSF \u6216\u5176\u4ed6\u5730\u65b9\u76d1\u7ba1\u673a\u6784\u7684\u4e0d\u540c\u62a5\u544a\u683c\u5f0f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-using-crm-to-coordinate-compliance-across-departments\">\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u534f\u8c03\u5404\u90e8\u95e8\u7684\u5408\u89c4\u5de5\u4f5c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u5931\u8d25\u5f80\u5f80\u53d1\u751f\u5728\u524d\u53f0\u3001\u4e2d\u53f0\u548c\u540e\u53f0\u56e2\u961f\u4e4b\u95f4\u7684\u4ea4\u63a5\u70b9\u3002\u5f53\u5ba2\u6237\u5173\u7cfb\u8de8\u8d8a\u591a\u4e2a\u90e8\u95e8\u65f6\uff0c\u5982\u679c\u6bcf\u4e2a\u56e2\u961f\u4f7f\u7528\u4e0d\u540c\u7684\u7cfb\u7edf\uff0c\u5c31\u4f1a\u51fa\u73b0\u6f0f\u6d1e\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-crm-as-shared-workspace\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4f5c\u4e3a\u5171\u4eab\u5de5\u4f5c\u7a7a\u95f4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u65bd\u5f97\u5f53\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u53ef\u6210\u4e3a\u5171\u4eab\u7684\u5de5\u4f5c\u7a7a\u95f4\uff0c\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u3001\u5408\u89c4\u5206\u6790\u5e08\u3001\u98ce\u9669\u56e2\u961f\u548c\u8fd0\u8425\u90e8\u95e8\u53ef\u5728\u6b64\u5c31\u540c\u4e00\u5ba2\u6237\u8bb0\u5f55\u8fdb\u884c\u534f\u4f5c\u3002\u8fd9\u5c06\u53d6\u4ee3\u4ea7\u751f\u5408\u89c4\u98ce\u9669\u7684\u7535\u5b50\u8868\u683c\u548c\u7535\u5b50\u90ae\u4ef6\u7ebf\u7a0b\u4ea4\u6362\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u534f\u8c03\u529f\u80fd\u5305\u62ec<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4efb\u52a1\u7ba1\u7406<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6709\u671f\u9650\u548c\u8d1f\u8d23\u4eba\u7684\u4efb\u52a1<\/li>\n\n\n\n<li>\u76f8\u5173\u65b9\u53ef\u770b\u5230\u72b6\u6001\u8ddf\u8e2a<\/li>\n\n\n\n<li>\u4efb\u52a1\u903e\u671f\u65f6\u5347\u7ea7<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8b66\u62a5\u548c\u901a\u77e5<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8d8a\u8fc7\u9608\u503c\u65f6\u81ea\u52a8\u89e6\u53d1<\/li>\n\n\n\n<li>\u5ba2\u6237\u60c5\u51b5\u53d1\u751f\u53d8\u5316\u65f6\u53d1\u51fa\u901a\u77e5<\/li>\n\n\n\n<li>\u6240\u9700\u884c\u52a8\u63d0\u9192<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e2a\u6848\u7ba1\u7406<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f53\u4ea4\u6613\u8d85\u8fc7\u67d0\u4e9b\u9608\u503c\u65f6\u5f00\u59cb\u5ba1\u67e5\u6848\u4ef6<\/li>\n\n\n\n<li>\u8ddf\u8e2a\u5ba2\u6237\u53d8\u66f4\u7eb3\u7a0e\u5c45\u4f4f\u5730\u7684\u60c5\u51b5<\/li>\n\n\n\n<li>\u8bb0\u5f55\u8865\u6551\u6d3b\u52a8<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-multi-booking-center-coordination\">\u591a\u9884\u8ba2\u4e2d\u5fc3\u534f\u8c03<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u4e00\u5bb6\u5728\u591a\u4e2a\u53f8\u6cd5\u7ba1\u8f96\u533a\u8bbe\u6709\u9884\u8ba2\u4e2d\u5fc3\u7684\u94f6\u884c\u3002\u6bcf\u4e2a\u5730\u65b9\u90fd\u53ef\u80fd\u6709\u4e0d\u540c\u7684\u8425\u9500\u89c4\u5219\u3001\u6295\u8d44\u5efa\u8bae\u8981\u6c42\uff0c\u4ee5\u53ca\u57fa\u4e8e\u5ba2\u6237\u4f4f\u6240\u548c\u94f6\u884c\u5bb6\u54a8\u8be2\u6267\u7167\u7684\u6587\u4ef6\u6807\u51c6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f7f\u516c\u53f8\u80fd\u591f\u534f\u8c03\u8de8\u5883\u89c4\u5219\uff0c\u786e\u4fdd\u8425\u9500\u6d3b\u52a8\u3001\u6295\u8d44\u5efa\u8bae\u548c\u6587\u4ef6\u4fdd\u6301\u4e00\u81f4\u3002\u8be5\u7cfb\u7edf\u53ef\u6839\u636e\u53f8\u6cd5\u7ba1\u8f96\u533a\u786e\u5b9a\u4efb\u52a1\u8def\u5f84\uff0c\u5e76\u6807\u8bb0\u6f5c\u5728\u51b2\u7a81\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u8de8\u804c\u80fd\u89c6\u56fe\u53ef\u51cf\u5c11\u91cd\u590d\u5de5\u4f5c\uff0c\u52a0\u5feb\u8865\u6551\u901f\u5ea6\uff0c\u5e76\u8ba9\u5408\u89c4\u5b98\u5458\u8fd1\u4e4e\u5b9e\u65f6\u5730\u4e86\u89e3\u6574\u4e2a\u7ec4\u7ec7\u7684\u6f5c\u5728\u95ee\u9898\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-crm-software\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u7684\u4f18\u52bf<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5e26\u6765\u7684\u5e7f\u6cdb\u597d\u5904\u8d85\u51fa\u4e86\u4f20\u7edf\u7684\u9500\u552e\u548c\u8425\u9500\u529f\u80fd\u3002\u901a\u8fc7\u5229\u7528\u5148\u8fdb\u7684 CRM \u7cfb\u7edf\uff0c\u4f01\u4e1a\u53ef\u4ee5\u7b80\u5316\u6d41\u7a0b\u3001\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\u5e76\u63d0\u5347\u6574\u4f53\u6548\u7387\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u4f7f\u56e2\u961f\u80fd\u591f\u8bbf\u95ee\u7edf\u4e00\u7684\u5ba2\u6237\u4fe1\u606f\u89c6\u56fe\uff0c\u4ece\u800c\u66f4\u5bb9\u6613\u5b9e\u73b0\u4e2a\u6027\u5316\u4e92\u52a8\u5e76\u5feb\u901f\u54cd\u5e94\u5ba2\u6237\u9700\u6c42\u3002\u8fd9\u5c06\u5e26\u6765\u66f4\u9ad8\u7684\u5ba2\u6237\u4fdd\u7559\u7387\u548c\u66f4\u6709\u6548\u7684\u9500\u552e\u7b56\u7565\u3002\u91cd\u8981\u7684\u662f\uff0c\u73b0\u4ee3\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u914d\u5907\u4e86\u5185\u7f6e\u7684\u5408\u89c4\u6027\u5de5\u5177\uff0c\u53ef\u5e2e\u52a9\u4f01\u4e1a\u786e\u4fdd\u5408\u89c4\u6027\uff0c\u964d\u4f4e\u6570\u636e\u6cc4\u9732\u7684\u98ce\u9669\u548c\u76f8\u5173\u7684\u7ecf\u6d4e\u5904\u7f5a\u3002\u8fd9\u4e9b\u5408\u89c4\u6027\u529f\u80fd\u53ef\u81ea\u52a8\u8fdb\u884c\u540c\u610f\u7ba1\u7406\u3001\u76d1\u63a7\u6570\u636e\u8bbf\u95ee\u5e76\u751f\u6210\u5ba1\u8ba1\u62a5\u544a\uff0c\u4f7f\u4f01\u4e1a\u5728\u4e13\u6ce8\u4e8e\u53d1\u5c55\u7684\u540c\u65f6\u4fdd\u6301\u826f\u597d\u7684\u5408\u89c4\u6001\u52bf\u3002\u6700\u7ec8\uff0c\u6295\u8d44\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u4e0d\u4ec5\u80fd\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\uff0c\u8fd8\u80fd\u4fdd\u62a4\u4f01\u4e1a\u514d\u53d7\u76d1\u7ba1\u98ce\u9669\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-compliance-challenges\">\u5e38\u89c1\u7684\u5408\u89c4\u6311\u6218<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7ed9\u4f01\u4e1a\u5e26\u6765\u4e86\u4e00\u7cfb\u5217\u72ec\u7279\u7684\u5408\u89c4\u6027\u6311\u6218\uff0c\u5c24\u5176\u662f\u968f\u7740\u6570\u636e\u4fdd\u62a4\u6cd5\u5f8b\u53d8\u5f97\u8d8a\u6765\u8d8a\u590d\u6742\u548c\u82db\u523b\u3002\u4e3b\u8981\u969c\u788d\u4e4b\u4e00\u662f\u6839\u636e GDPR \u548c CCPA 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class=\"wp-block-heading\" id=\"h-best-practices-for-compliance\">\u5408\u89c4\u7684\u6700\u4f73\u505a\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u9075\u5b88\u6570\u636e\u4fdd\u62a4\u6cd5\u89c4\uff0c\u4f01\u4e1a\u5e94\u91c7\u7528\u4e00\u5957\u4e13\u95e8\u9488\u5bf9\u5ba2\u6237\u6570\u636e\u5b89\u5168\u7ba1\u7406\u7684\u6700\u4f73\u5b9e\u8df5\u3002\u5b9a\u671f\u5ba1\u67e5\u548c\u66f4\u65b0\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u653f\u7b56\u53ef\u786e\u4fdd\u6570\u636e\u5904\u7406\u6d41\u7a0b\u7b26\u5408\u73b0\u884c\u6cd5\u5f8b\u548c\u884c\u4e1a\u6807\u51c6\u3002\u5bf9\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u548c\u5de5\u4f5c\u6d41\u7a0b\u8fdb\u884c\u5b9a\u671f\u5ba1\u6838\uff0c\u6709\u52a9\u4e8e\u53d1\u73b0\u6f5c\u5728\u6f0f\u6d1e\u5e76\u652f\u6301\u6301\u7eed\u6539\u8fdb\u3002\u5458\u5de5\u57f9\u8bad\u81f3\u5173\u91cd\u8981\uff0c\u5b83\u80fd\u8ba9\u5458\u5de5\u638c\u63e1\u9075\u5b88\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5408\u89c4\u8981\u6c42\u548c\u575a\u6301\u6570\u636e\u4fdd\u62a4\u6807\u51c6\u6240\u9700\u7684\u77e5\u8bc6\u3002\u4e3a\u6570\u636e\u8bbf\u95ee\u3001\u5b58\u50a8\u548c\u5171\u4eab\u5236\u5b9a\u660e\u786e\u7684\u7a0b\u5e8f\uff0c\u53ef\u6700\u5927\u9650\u5ea6\u5730\u964d\u4f4e\u672a\u7ecf\u6388\u6743\u8bbf\u95ee\u548c\u6570\u636e\u6cc4\u9732\u7684\u98ce\u9669\u3002\u5229\u7528\u5177\u6709\u5185\u7f6e\u5408\u89c4\u529f\u80fd\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\uff0c\u53ef\u8fdb\u4e00\u6b65\u589e\u5f3a\u6570\u636e\u5b89\u5168\u6027\u548c\u5408\u89c4\u6027\uff0c\u4ece\u800c\u66f4\u5bb9\u6613\u4fdd\u62a4\u5ba2\u6237\u6570\u636e\u5e76\u5728\u5ba1\u8ba1\u8fc7\u7a0b\u4e2d\u8bc1\u660e\u5408\u89c4\u6027\u3002\u901a\u8fc7\u9075\u5faa\u8fd9\u4e9b\u6700\u4f73\u5b9e\u8df5\uff0c\u4f01\u4e1a\u53ef\u4ee5\u4fdd\u6301\u5408\u89c4\u6027\uff0c\u907f\u514d\u7ecf\u6d4e\u5904\u7f5a\uff0c\u5e76\u4e0e\u5ba2\u6237\u5efa\u7acb\u6301\u4e45\u7684\u4fe1\u4efb\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-supports-compliance-for-banks-and-wealth-managers\">InvestGlass \u5982\u4f55\u4e3a\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u63d0\u4f9b\u5408\u89c4\u652f\u6301<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\uff0c\u4e13\u4e3a\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u800c\u8bbe\u3002\u4e3a\u652f\u6301 GDPR \u5408\u89c4\u6027\uff0cInvestGlass \u5c06 GDPR \u539f\u5219\uff08\u5982\u6570\u636e\u9690\u79c1\u3001\u540c\u610f\u7ba1\u7406\u548c\u6cd5\u89c4\u9075\u5b88\uff09\u6574\u5408\u5230\u5176\u6838\u5fc3\u529f\u80fd\u4e2d\u3002\u4e0e\u9002\u7528\u4e8e\u91d1\u878d\u670d\u52a1\u7684\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u4e0d\u540c\uff0cInvestGlass \u4ece\u4e00\u5f00\u59cb\u5c31\u5c06\u5408\u89c4\u5de5\u5177\u96c6\u6210\u5230\u5176\u6838\u5fc3\u529f\u80fd\u4e2d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-modules-for-compliance\">\u5408\u89c4\u6027\u6838\u5fc3\u6a21\u5757<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u6a21\u5757<\/th><th>\u5408\u89c4\u529f\u80fd<\/th><\/tr><tr><td>\u6570\u5b57\u5316\u5165\u804c<\/td><td>\u7ed3\u6784\u5316\u6570\u636e\u6536\u96c6\u4e0e\u540c\u610f\u7ba1\u7406<\/td><\/tr><tr><td>KYC \u548c AML \u5de5\u4f5c\u6d41\u7a0b<\/td><td>\u81ea\u52a8\u5c3d\u804c\u8c03\u67e5\u4e0e\u5ba1\u6279\u8def\u7531<\/td><\/tr><tr><td>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/td><td>\u9002\u5b9c\u6027\u89c4\u5219\u548c\u5efa\u8bae\u6587\u4ef6<\/td><\/tr><tr><td>\u8425\u9500\u81ea\u52a8\u5316<\/td><td>\u540c\u610f\u8ddf\u8e2a\u548c\u901a\u4fe1\u504f\u597d<\/td><\/tr><tr><td>\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/td><td>\u5b89\u5168\u7684\u6587\u4ef6\u4ea4\u6362\u548c\u62a5\u544a<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-addressing-regulatory-requirements\">\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u901a\u8fc7\u4ee5\u4e0b\u65b9\u5f0f\u6ee1\u8db3\u4e3b\u8981\u6cd5\u89c4\u7684\u8981\u6c42\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u745e\u58eb\u6258\u7ba1<\/strong>:\u6839\u636e\u745e\u58eb\u6cd5\u5f8b\u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u5b58\u50a8\u7684\u6570\u636e<\/li>\n\n\n\n<li><strong>\u5b89\u5168\u5b9e\u8df5<\/strong>:\u52a0\u5bc6\u3001\u8bbf\u95ee\u63a7\u5236\u548c\u5b9a\u671f\u5ba1\u8ba1\u652f\u6301\u6570\u636e\u4fdd\u62a4\u6cd5<\/li>\n\n\n\n<li><strong>\u9884\u7f6e\u9009\u9879<\/strong>:\u4e3a\u6709\u4e25\u683c\u5916\u5305\u8981\u6c42\u7684\u673a\u6784\u63d0\u4f9b\u5168\u9762\u63a7\u5236<\/li>\n\n\n\n<li><strong>\u7b2c\u4e09\u65b9\u98ce\u9669\u7ba1\u7406<\/strong>:\u76d1\u7ba1\u5c3d\u804c\u8c03\u67e5\u7684\u900f\u660e\u67b6\u6784<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-practical-examples\">\u5b9e\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u4e00\u5bb6\u7cbe\u54c1\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u5728 2022 \u5e74\u7528 InvestGlass \u53d6\u4ee3\u4e86\u4f20\u7edf\u7684\u7535\u5b50\u8868\u683c\uff0c\u5728\u4e00\u4e2a\u5e73\u53f0\u4e0a\u6574\u5408\u4e86\u5ba2\u6237\u8bb0\u5f55\u3001\u6295\u8d44\u7406\u7531\u548c\u5408\u89c4\u6587\u6863\u3002\u8be5\u516c\u53f8\u5c06\u76d1\u7ba1\u68c0\u67e5\u7684\u51c6\u5907\u65f6\u95f4\u4ece\u6570\u5468\u7f29\u77ed\u5230\u6570\u5929\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u5728\uff0c\u4e00\u5bb6\u5bb6\u65cf\u529e\u516c\u5ba4\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5de5\u4f5c\u6d41\u7a0b\u6765\u8bb0\u5f55\u8d85\u8fc7\u4e00\u5b9a\u89c4\u6a21\u7684\u6295\u8d44\u7ec4\u5408\u7684\u6240\u6709\u6295\u8d44\u7406\u7531\u3002\u6bcf\u9879\u5efa\u8bae\u90fd\u5305\u62ec\u7406\u7531\u3001\u98ce\u9669\u8003\u8651\u56e0\u7d20\u548c\u5ba2\u6237\u786e\u8ba4\uff0c\u4ece\u800c\u521b\u5efa\u4e86\u4e00\u4efd\u5b8c\u6574\u7684\u8bb0\u5f55\u4f9b\u65e5\u540e\u53c2\u8003\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u516c\u53f8\u53ef\u5229\u7528 InvestGlass \u540c\u65f6\u5b9e\u73b0\u5ba2\u6237\u4f53\u9a8c\u548c\u76d1\u7ba1\u6001\u52bf\u7684\u73b0\u4ee3\u5316\uff0c\u800c\u65e0\u9700\u6574\u5408\u591a\u4e2a\u4f9b\u5e94\u5546\u3002\u8be5\u5e73\u53f0\u662f\u5ba2\u6237\u5173\u7cfb\u548c\u5408\u89c4\u6587\u4ef6\u7684\u552f\u4e00\u771f\u5b9e\u6765\u6e90\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"391\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40.png\" alt=\"\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5982\u4f55\u5e2e\u52a9\u9075\u5b88\u6cd5\u89c4\" class=\"wp-image-49028\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40-300x196.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/01\/codifyformatter-40-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><figcaption class=\"wp-element-caption\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5982\u4f55\u5e2e\u52a9\u9075\u5b88\u6cd5\u89c4<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-help-with-gdpr-and-the-new-swiss-fadp-in-practice\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5728\u5b9e\u8df5\u4e2d\u5982\u4f55\u5e2e\u52a9\u5e94\u5bf9 GDPR \u548c\u65b0\u7684\u745e\u58eb FADP\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u6709\u52a9\u4e8e\u8bc6\u522b\u6240\u6709\u4e2a\u4eba\u6570\u636e\u3001\u83b7\u53d6\u5904\u7406\u7684\u5408\u6cd5\u4f9d\u636e\u3001\u5b58\u50a8\u660e\u786e\u7684\u5ba2\u6237\u540c\u610f\u548c\u5e26\u6709\u8be6\u7ec6\u65f6\u95f4\u6233\u7684\u901a\u4fe1\u504f\u597d\u3002\u5f53\u6570\u636e\u4e3b\u4f53\u63d0\u4ea4\u8bbf\u95ee\u3001\u66f4\u6b63\u6216\u5220\u9664\u8bf7\u6c42\u65f6\uff0c\u53ef\u5c06\u8bf7\u6c42\u8bb0\u5f55\u4e3a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6848\u4f8b\uff0c\u5e76\u81ea\u52a8\u6267\u884c\u4efb\u52a1\u3001\u5ba1\u6279\u6b65\u9aa4\u548c\u6700\u7ec8\u8f93\u51fa\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u6570\u636e\u4fdd\u5b58\u5728\u745e\u58eb\u7684\u57fa\u7840\u8bbe\u65bd\u4e2d\uff0c\u53ef\u9650\u5236\u8de8\u5883\u4f20\u8f93\uff0c\u4e3a\u5fc5\u987b\u9075\u5b88\u4e00\u822c\u6570\u636e\u4fdd\u62a4\u6cd5\u89c4\u548c 2023 \u5e74 9 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class=\"wp-block-paragraph\">\u529f\u80fd\u5f3a\u5927\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u53ef\u6db5\u76d6\u5927\u90e8\u5206\u5b9e\u9645\u5408\u89c4\u5de5\u4f5c\uff0c\u5305\u62ec\u5165\u804c\u6d41\u7a0b\u3001\u6587\u6863\u3001\u5ba1\u8ba1\u8ddf\u8e2a\u548c\u76d1\u63a7\u4eea\u8868\u677f\u3002\u8fd9\u5305\u62ec\u5b89\u5168\u6570\u636e\u5904\u7406\u3001\u6570\u636e\u6536\u96c6\u5de5\u4f5c\u6d41\u7a0b\u4ee5\u53ca\u5927\u591a\u6570\u5e38\u89c4\u6d3b\u52a8\u7684\u5408\u89c4\u7ba1\u7406\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e9b\u673a\u6784\u4ecd\u7136\u9009\u62e9\u4e13\u95e8\u7684\u4ea4\u6613\u76d1\u63a7\u6216\u5e02\u573a\u6ee5\u7528\u76d1\u63a7\u7cfb\u7edf\u3002\u4e0d\u8fc7\uff0c\u4ed6\u4eec\u5e0c\u671b\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u80fd\u4e0e\u8fd9\u4e9b\u5de5\u5177\u96c6\u6210\uff0c\u5e76\u7ee7\u7eed\u4f5c\u4e3a\u4e3b\u8981\u7684\u5ba2\u6237\u89c6\u56fe\u3002InvestGlass 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become essential compliance infrastructure for banks, wealth managers, insurers, and other regulated financial institutions. What was once a sales and marketing tool now serves as the backbone for meeting regulatory requirements across jurisdictions. A well configured CRM centralizes customer data, automates KYC and suitability checks, and produces the audit [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49027,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1338,1335,1333,1336,1337],"class_list":["post-48878","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-banking-compliance-software","tag-crm-compliance","tag-crm-for-wealth-management","tag-crm-software-for-banks","tag-financial-services-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How CRM Helps With Regulatory Compliance | InvestGlass<\/title>\n<meta name=\"description\" content=\"Modern customer relationship management platforms have become essential compliance 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