{"id":48918,"date":"2026-02-03T15:53:58","date_gmt":"2026-02-03T14:53:58","guid":{"rendered":"https:\/\/www.investglass.com\/?p=48918"},"modified":"2026-02-06T16:27:25","modified_gmt":"2026-02-06T15:27:25","slug":"%e5%a6%82%e4%bd%95%e6%94%b9%e5%96%84%e9%87%91%e8%9e%8d%e4%b8%9a%e7%9a%84%e5%ae%a2%e6%88%b7%e4%bd%93%e9%aa%8c","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-improve-client-experience-in-finance\/","title":{"rendered":"\u5982\u4f55\u6539\u5584\u91d1\u878d\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea 2020 \u5e74\u4ee5\u6765\uff0c\u5728 COVID \u65f6\u4ee3\u6570\u5b57\u5316\u52a0\u901f\u3001\u91d1\u878d\u79d1\u6280\u98a0\u8986\u4ee5\u53ca\u5ba2\u6237\u671f\u671b\u4e0d\u65ad\u63d0\u9ad8\u7684\u63a8\u52a8\u4e0b\uff0c\u91d1\u878d\u9886\u57df\u7684\u5ba2\u6237\u4f53\u9a8c\u5df2\u6210\u4e3a\u8463\u4e8b\u4f1a\u5c42\u9762\u7684\u4f18\u5148\u4e8b\u9879\uff0c\u5176\u91cd\u8981\u6027\u53ef\u4e0e\u4efb\u4f55\u6d88\u8d39\u6280\u672f\u6807\u51c6\u76f8\u5ab2\u7f8e\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2024-2026 \u5e74\u7684\u91d1\u878d\u673a\u6784\u5fc5\u987b\u6574\u5408\u5b89\u5168\u6570\u5b57\u65c5\u7a0b\u3001\u4eba\u5de5\u5efa\u8bae\u548c\u76d1\u7ba1\u5408\u89c4\uff0c\u624d\u80fd\u5728\u7ade\u4e89\u65e5\u76ca\u6fc0\u70c8\u7684\u73af\u5883\u4e2d\u8d62\u5f97\u5e76\u7559\u4f4f\u5ba2\u6237\u3002.<\/li>\n\n\n\n<li>InvestGlass \u662f\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\uff0c\u53ef\u5e2e\u52a9\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u534f\u8c03\u4ece\u5165\u95e8\u5230\u6301\u7eed\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7684\u4e2a\u6027\u5316\u3001\u5408\u89c4\u548c\u5c0a\u91cd\u6570\u636e\u7684\u5ba2\u6237\u4f53\u9a8c\u3002.<\/li>\n\n\n\n<li>\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u4e0e\u53ef\u8861\u91cf\u7684\u4e1a\u52a1\u6210\u679c\u76f4\u63a5\u76f8\u5173\uff1a\u5728\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u4e1a\u52a1\u4e2d\uff0c\u66f4\u9ad8\u7684\u8d44\u4ea7\u7ba1\u7406\u89c4\u6a21\u3001\u66f4\u4f4e\u7684\u5ba2\u6237\u6d41\u5931\u7387\u4ee5\u53ca\u66f4\u597d\u7684\u4ea4\u53c9\u9500\u552e\u548c\u8ffd\u52a0\u9500\u552e\u6210\u679c\u3002.<\/li>\n\n\n\n<li>\u672c\u6587\u63d0\u4f9b\u4e86\u5b9e\u7528\u7684\u6280\u672f\u6027\u6b65\u9aa4\uff0c\u5305\u62ec\u7ed8\u5236\u65c5\u7a0b\u56fe\u3001, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e6%95%b0%e5%ad%97%e5%85%a5%e8%81%8c\/\" target=\"_blank\" rel=\"noopener\" title=\"\u6570\u5b57\u5165\u804c\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5855\">\u6570\u5b57\u5165\u804c<\/a> \u548c KYC\u3001\u8d85\u7ea7\u4e2a\u6027\u5316\u3001\u5168\u6e20\u9053\u53c2\u4e0e\u3001\u4eba\u5de5\u667a\u80fd\u96c6\u6210\u4ee5\u53ca\u6301\u7eed\u6d4b\u91cf\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-client-experience-matters-in-financial-services\">\u5ba2\u6237\u4f53\u9a8c\u4e3a\u4f55\u5bf9\u91d1\u878d\u670d\u52a1\u81f3\u5173\u91cd\u8981<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">By 2025, over 80% of financial organisations recognise customer experience as their key differentiator more important than products, fees, or even brand heritage. This shift reflects a fundamental change in how clients evaluate financial services providers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u94f6\u884c\u4e1a\u3001\u8d22\u5bcc\u7ba1\u7406\u548c\u4fdd\u9669\u4e1a\uff0c\u4fe1\u4efb\u3001\u5b89\u5168\u548c\u540c\u7406\u5fc3\u662f\u4e0d\u5bb9\u8ba8\u4ef7\u8fd8\u4ef7\u7684\u3002\u5ba2\u6237\u5c06\u6bd5\u751f\u79ef\u84c4\u3001\u9000\u4f11\u91d1\u548c\u4e1a\u52a1\u8fde\u7eed\u6027\u6258\u4ed8\u7ed9\u8fd9\u4e9b\u673a\u6784\u3002\u5982\u679c\u56e0\u670d\u52a1\u4e0d\u5584\u800c\u7834\u574f\u4e86\u8fd9\u79cd\u4fe1\u4efb\uff0c\u5176\u540e\u679c\u5c06\u8fdc\u8fdc\u8d85\u51fa\u5355\u7b14\u4ea4\u6613\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e86\u89e3\u5e76\u6ee1\u8db3\u5ba2\u6237\u7684\u671f\u671b\u5bf9\u4e8e\u5efa\u7acb\u6ee1\u610f\u5ea6\u548c\u5fe0\u8bda\u5ea6\u81f3\u5173\u91cd\u8981\u3002\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u5546\u5fc5\u987b\u6839\u636e\u5ba2\u6237\u5bf9\u6240\u6709\u6e20\u9053\u7684\u9884\u671f\u8c03\u6574\u5176\u4ea7\u54c1\uff0c\u4ee5\u63d0\u4f9b\u65e0\u7f1d\u548c\u91cf\u8eab\u5b9a\u5236\u7684\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Research consistently shows that around 70\u201380% of clients consider experience as important as the financial products themselves. Leading financial institutions that excel in client experience see 20\u201330% revenue uplifts among their most engaged clients. Conversely, 62% of consumers will switch providers following a negative experience a statistic that costs the financial services industry billions annually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u60f3\u60f3\u5982\u679c\u4f53\u9a8c\u51fa\u4e86\u95ee\u9898\u4f1a\u53d1\u751f\u4ec0\u4e48\uff1a\u5197\u957f\u7684\u5165\u804c\u6d41\u7a0b\u8ba9\u6f5c\u5728\u5ba2\u6237\u5728\u5f00\u7acb\u94f6\u884c\u8d26\u6237\u4e4b\u524d\u5c31\u611f\u5230\u6cae\u4e27\uff0c\u5bf9\u6295\u8d44\u7ec4\u5408\u67e5\u8be2\u7684\u7f13\u6162\u56de\u5e94\u524a\u5f31\u4e86\u5ba2\u6237\u7684\u4fe1\u5fc3\uff0c\u800c\u5728\u5e02\u573a\u6ce2\u52a8\u671f\u95f4\u4e0d\u4eba\u6027\u5316\u7684\u670d\u52a1\u5219\u4f1a\u9020\u6210\u7126\u8651\uff0c\u4ece\u800c\u5bfc\u81f4\u5ba2\u6237\u5173\u95ed\u8d26\u6237\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At InvestGlass, we believe client experience in finance must be designed together with compliance, data protection, and risk management not bolted on afterward. This integrated approach ensures that every improvement serves both the client and the institution\u2019s regulatory obligations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-the-modern-financial-client-journey\">\u4e86\u89e3\u73b0\u4ee3\u91d1\u878d\u5ba2\u6237\u4e4b\u65c5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Today\u2019s customer journey in finance is non linear. It typically starts digitally on a search engine, social media, or comparison site then mixes mobile apps, web portals, and human interactions over years or even decades.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u673a\u6784\u5e94\u7ed8\u5236\u4e3b\u8981\u7ec6\u5206\u5e02\u573a\u7684\u65c5\u7a0b\u56fe\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u7fa4<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u65c5\u7a0b\u7279\u70b9<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5173\u952e\u63a5\u89e6\u70b9<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u51c0\u503c\u79c1\u4eba\u94f6\u884c\u5ba2\u6237<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u5ea6\u63a5\u89e6\u3001\u5173\u7cfb\u9a71\u52a8\u3001\u9700\u6c42\u590d\u6742<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u987e\u95ee\u4f1a\u8bae\u3001\u72ec\u5bb6\u6d3b\u52a8\u3001\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\u5c0f\u578b\u4f01\u4e1a\u4e3b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65f6\u95f4\u7d27\u8feb\uff0c\u6ce8\u91cd\u73b0\u91d1\u6d41\uff0c\u9700\u8981\u591a\u79cd\u4ea7\u54c1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u5b57\u5e73\u53f0\u3001\u5546\u4e1a\u94f6\u884c\u95e8\u6237\u7f51\u7ad9\u3001\u5ba2\u6237\u7ecf\u7406<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u96f6\u552e\u6295\u8d44\u8005<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u6211\u6307\u5bfc\u3001\u79fb\u52a8\u4f18\u5148\u3001\u4ef7\u683c\u654f\u611f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u3001\u673a\u5668\u4eba\u54a8\u8be2\u3001\u5ba2\u6237\u652f\u6301\u804a\u5929<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u9636\u6bb5\u5305\u62ec<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u8ba4\u8bc6\u4e0e\u7814\u7a76<\/strong>:\u5ba2\u6237\u5728\u7ebf\u63a2\u7d22\u5404\u79cd\u9009\u62e9\uff0c\u671f\u671b\u5f97\u5230\u6e05\u6670\u7684\u4ea7\u54c1\u89e3\u91ca\u548c\u6bd4\u8f83\u5de5\u5177<\/li>\n\n\n\n<li><strong>\u6570\u5b57\u5316\u5165\u804c\u548c KYC<\/strong>:\u81f3\u5173\u91cd\u8981\u7684\u9996\u6b21\u4e92\u52a8\uff0c\u8bbe\u5b9a\u671f\u671b\u503c<\/li>\n\n\n\n<li><strong>\u7b79\u8d44\u548c\u9996\u6b21\u4ea4\u6613<\/strong>:\u5fc5\u987b\u65e0\u7f1d\u8854\u63a5\u7684\u627f\u8bfa\u65f6\u523b<\/li>\n\n\n\n<li><strong>\u6301\u7eed\u54a8\u8be2\u548c\u670d\u52a1<\/strong>:\u5efa\u7acb\u6216\u524a\u5f31\u5fe0\u8bda\u5ea6\u7684\u5b9a\u671f\u4e92\u52a8<\/li>\n\n\n\n<li><strong>\u751f\u6d3b\u4e8b\u4ef6\u7684\u53d8\u5316<\/strong>: Retirement planning, business exits, inheritance moments where human touch matters most<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u4e2a\u9636\u6bb5\u90fd\u5305\u62ec\u5408\u89c4\u6027\u8981\u6c42\u5f88\u9ad8\u7684\u6b65\u9aa4\uff0c\u8fd9\u8ba9\u5927\u591a\u6570\u5ba2\u6237\u611f\u5230\u6cae\u4e27\u3002\u6211\u4eec\u9762\u4e34\u7684\u6311\u6218\u662f\u5982\u4f55\u8ba9\u5ba2\u6237\u8bc6\u522b\u3001\u9002\u5b9c\u6027\u8bc4\u4f30\u548c\u98ce\u9669\u5206\u6790\u611f\u89c9\u50cf\u662f\u6709\u76ca\u7684\u6307\u5bfc\uff0c\u800c\u4e0d\u662f\u5b98\u50da\u4e3b\u4e49\u7684\u969c\u788d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u548c\u5ba2\u6237\u95e8\u6237\u6570\u636e\u6765\u8bc6\u522b\u6469\u64e6\u70b9\uff1a\u5f00\u6237\u8fc7\u7a0b\u4e2d\u7684\u9000\u51fa\u7387\u3001\u5bf9\u6295\u8d44\u7ec4\u5408\u67e5\u8be2\u7684\u54cd\u5e94\u65f6\u95f4\u4ee5\u53ca\u95e8\u6237\u7f51\u7ad9\u7684\u767b\u5f55\u9891\u7387\uff0c\u90fd\u80fd\u4e3a\u5ba2\u6237\u4f53\u9a8c\u7684\u7834\u7efd\u63d0\u4f9b\u6709\u4ef7\u503c\u7684\u89c1\u89e3\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mapping-the-client-journey-in-practice\">\u5728\u5b9e\u8df5\u4e2d\u7ed8\u5236\u5ba2\u6237\u65c5\u7a0b\u56fe<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u670d\u52a1\u4e2d\u7684 \u201c\u65c5\u7a0b\u6620\u5c04 \u201d\u662f\u6307\u9010\u6b65\u8bb0\u5f55 \u201c\u4ece\u56fd\u5916\u5f00\u7acb\u6295\u8d44\u8d26\u6237 \u201d\u6216 \"\u7533\u8bf7\u4f26\u5df4\u7b2c\u94f6\u884c\u8d37\u6b3e \"\u7b49\u5177\u4f53\u8def\u5f84\uff0c\u5e76\u786e\u5b9a\u6bcf\u4e00\u4e2a\u5173\u952e\u65f6\u523b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u5728\uff0c\u5927\u591a\u6570\u65c5\u7a0b\u90fd\u662f\u4ece\u641c\u7d22\u5f15\u64ce\u3001\u793e\u4ea4\u5a92\u4f53\u6216\u6bd4\u8f83\u7f51\u7ad9\u5f00\u59cb\u7684\u3002\u5ba2\u6237\u671f\u671b<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6e05\u6670\u3001\u5408\u89c4\u7684\u4ea7\u54c1\u8bf4\u660e\uff0c\u4e0d\u4f7f\u7528\u4e13\u4e1a\u672f\u8bed<\/li>\n\n\n\n<li>\u56de\u62a5\u3001\u8d39\u7528\u6216\u8d37\u6b3e\u507f\u8fd8\u7684\u4ea4\u4e92\u5f0f\u8ba1\u7b97\u5668<\/li>\n\n\n\n<li>\u51fa\u73b0\u95ee\u9898\u65f6\uff0c\u53ef\u8f7b\u677e\u8054\u7cfb\u987e\u95ee<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u670d\u52a1\u5df2\u4ece\u7eb8\u8d28\u8868\u683c\u548c\u5206\u884c\u62dc\u8bbf\u8f6c\u53d8\u4e3a\u5168\u6570\u5b57\u5316\u5de5\u4f5c\u6d41\u7a0b\uff0c\u5305\u62ec\u7535\u5b50\u7b7e\u540d\u3001\u89c6\u9891\u8eab\u4efd\u9a8c\u8bc1\u548c\u81ea\u52a8 KYC \u68c0\u67e5\u3002\u8fd9\u5c06\u5f00\u6237\u65f6\u95f4\u4ece\u6570\u5929\u7f29\u77ed\u81f3\u6570\u5206\u949f\uff0c\u540c\u65f6\u63d0\u9ad8\u4e86\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u5929\u548c\u6bcf\u5468\u7684\u53c2\u4e0e\u90fd\u4f9d\u8d56\u4e8e\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u548c\u95e8\u6237\u7f51\u7ad9\u7684\u5c55\u793a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b9e\u65f6\u6295\u8d44\u7ec4\u5408\u4ef7\u503c\u548c\u6027\u80fd<\/li>\n\n\n\n<li>\u57fa\u4e8e\u6301\u80a1\u548c\u76ee\u6807\u7684\u4e2a\u6027\u5316\u89c1\u89e3<\/li>\n\n\n\n<li><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e7%ae%a1%e7%90%86%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5856\">ESG<\/a> \u4e3a\u5177\u6709\u53ef\u6301\u7eed\u53d1\u5c55\u610f\u8bc6\u7684\u6295\u8d44\u8005\u8bc4\u5206<\/li>\n\n\n\n<li>\u4e3b\u52a8\u63d0\u9192\u91cd\u65b0\u5e73\u8861\u673a\u4f1a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u652f\u6301\u7684\u671f\u671b\u4e5f\u5728\u4e0d\u65ad\u53d8\u5316\u3002\u5ba2\u6237\u9700\u8981\u5168\u5929\u5019\u7684\u81ea\u52a9\u670d\u52a1\u6765\u5b8c\u6210\u7b80\u5355\u7684\u4efb\u52a1\uff0c\u5e76\u901a\u8fc7\u5b89\u5168\u4fe1\u606f\u3001\u89c6\u9891\u901a\u8bdd\u6216\u7535\u8bdd\u5c06\u590d\u6742\u7684\u51b3\u7b56\u5feb\u901f\u4e0a\u62a5\u7ed9\u8d22\u52a1\u987e\u95ee\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u793a\u4f8b<\/strong>: A Swiss private bank using InvestGlass journeys guides prospects from website form to funded portfolio without emailing PDFs. The client completes digital forms, uploads documents securely, receives automated status updates, and schedules a video call with their assigned advisor all within a single platform.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-removing-friction-without-losing-control\">\u6570\u5b57\u5316\u5165\u804c\u548c KYC\uff1a\u6d88\u9664\u6469\u64e6\u800c\u4e0d\u5931\u53bb\u63a7\u5236<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Onboarding and KYC are often the first and most painful touchpoints in financial services, especially in cross border and private wealth contexts. A prospective client\u2019s overall perception of your institution often forms before they\u2019ve made their first investment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0e\u57fa\u4e8e\u5206\u652f\u673a\u6784\u7684\u4eba\u5de5\u65b9\u5f0f\u76f8\u6bd4\uff0c\u6570\u5b57\u5316\u5165\u804c\u53ef\u5c06\u6d41\u7a0b\u65f6\u95f4\u7f29\u77ed 50-80%\u3002\u5173\u952e\u5728\u4e8e\u8bbe\u8ba1\u65e2\u7b80\u5355\u53c8\u7b26\u5408\u4e25\u683c\u5408\u89c4\u8981\u6c42\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6570\u5b57\u5316\u5165\u804c\u7684\u6700\u4f73\u5b9e\u8df5\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5229\u7528\u516c\u5f00\u6570\u636e\u9884\u5148\u586b\u5199\u8868\u683c<\/li>\n\n\n\n<li>\u53ea\u5728\u9700\u8981\u65f6\u624d\u8981\u6c42\u63d0\u4f9b\u4fe1\u606f\u7684\u6e10\u8fdb\u5f0f\u6570\u636e\u91c7\u96c6<\/li>\n\n\n\n<li>\u901a\u8fc7\u6e05\u6670\u7684\u4e0a\u4f20\u8bf4\u660e\u5b89\u5168\u5730\u6536\u96c6\u6587\u4ef6<\/li>\n\n\n\n<li>\u663e\u793a\u5b8c\u6210\u72b6\u6001\u7684\u53ef\u89c6\u5316\u8fdb\u5ea6\u6307\u6807<\/li>\n\n\n\n<li>\u5373\u65f6\u786e\u8ba4\u548c\u4e0b\u4e00\u6b65\u6307\u5bfc<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u3001\u6b27\u76df\u548c\u5176\u4ed6\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u76d1\u7ba1\u673a\u6784\u8d8a\u6765\u8d8a\u63a5\u53d7\u6570\u5b57\u8eab\u4efd\u8bc6\u522b\uff0c\u4f46\u524d\u63d0\u662f\u6570\u636e\u5b89\u5168\u548c\u5ba1\u8ba1\u8ddf\u8e2a\u5fc5\u987b\u5065\u5168\u3002\u8fd9\u4e00\u76d1\u7ba1\u8f6c\u53d8\u4f7f\u91d1\u878d\u670d\u52a1\u516c\u53f8\u80fd\u591f\u5728\u4e0d\u5f71\u54cd\u5408\u89c4\u6027\u7684\u524d\u63d0\u4e0b\u63d0\u4f9b\u73b0\u4ee3\u5316\u7684\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u5728\u745e\u58eb\u6258\u7ba1\u7684\u53ef\u914d\u7f6e\u6570\u5b57\u5165\u804c\u548c KYC \u5de5\u4f5c\u6d41\u7a0b\uff0c\u5e2e\u52a9\u5ba2\u6237\u9075\u5b88 FINMA\u3001GDPR \u548c\u5f53\u5730\u6570\u636e\u9a7b\u7559\u89c4\u5219\uff0c\u540c\u65f6\u63d0\u4f9b\u73b0\u4ee3\u5ba2\u6237\u6240\u9700\u7684\u65e0\u7f1d\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-balancing-compliance-security-and-convenience\">\u517c\u987e\u5408\u89c4\u6027\u3001\u5b89\u5168\u6027\u548c\u4fbf\u5229\u6027<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A fundamental tension exists between strict regulations AMLD in the EU, Swiss AMLA, MiFID II suitability requirements and client demand for \u201cone click\u201d experiences. Managing expectations while maintaining compliance requires thoughtful design.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bbe\u8ba1 KYC \u6d41\u7a0b\uff0c\u8ba9\u4eba\u611f\u89c9\u662f\u5f15\u5bfc\u5f0f\u4f53\u9a8c\uff0c\u800c\u4e0d\u662f\u8be2\u95ee\u5f0f\u8868\u683c\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u7bc7\u4f7f\u7528\u6e05\u6670\u7684\u975e\u6280\u672f\u6027\u8bed\u8a00<\/li>\n\n\n\n<li>\u53ca\u65f6\u89e3\u91ca\u4e3a\u4ec0\u4e48\u9700\u8981\u6bcf\u9879\u6570\u636e<\/li>\n\n\n\n<li>\u6309\u903b\u8f91\u5c06\u76f8\u5173\u95ee\u9898\u5206\u7ec4<\/li>\n\n\n\n<li>\u5141\u8bb8\u4e3a\u590d\u6742\u7684\u5e94\u7528\u7a0b\u5e8f\u63d0\u4f9b\u4fdd\u5b58\u548c\u6062\u590d\u529f\u80fd<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b89\u5168\u662f\u4e0e\u6210\u719f\u5ba2\u6237\u5efa\u7acb\u4fe1\u4efb\u7684\u91cd\u8981\u56e0\u7d20\u3002\u57fa\u672c\u8981\u7d20\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5bf9\u6240\u6709\u6570\u636e\u4f20\u8f93\u8fdb\u884c\u7aef\u5230\u7aef\u52a0\u5bc6<\/li>\n\n\n\n<li>\u5f3a\u5927\u7684\u8eab\u4efd\u9a8c\u8bc1\uff08MFA\u3001\u751f\u7269\u8bc6\u522b\u9009\u9879\uff09<\/li>\n\n\n\n<li>\u5728\u9002\u5f53\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a\u5b89\u5168\u6258\u7ba1\u6570\u636e<\/li>\n\n\n\n<li>\u660e\u786e\u7684\u9690\u79c1\u653f\u7b56\u548c\u504f\u597d\u4e2d\u5fc3<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u5de5\u4f5c\u6d41\u7a0b\u548c\u89c4\u5219\u5f15\u64ce\u51cf\u5c11\u4e86\u4eba\u5de5\u91cd\u65b0\u8f93\u5165\uff0c\u786e\u4fdd\u6bcf\u4e2a\u5ba2\u6237\u90fd\u80fd\u6839\u636e\u4ea7\u54c1\u7c7b\u578b\u3001\u5c45\u4f4f\u5730\u548c\u98ce\u9669\u72b6\u51b5\u9075\u5faa\u6b63\u786e\u7684\u76d1\u7ba1\u8def\u5f84\u3002\u8fd9\u610f\u5473\u7740 2025 \u5e74\u7684\u8de8\u5883\u5ba2\u6237\u5c06\u6839\u636e\u5176\u5177\u4f53\u60c5\u51b5\u81ea\u52a8\u901a\u8fc7\u9002\u5f53\u7684 KYC \u68c0\u67e5\u548c\u98ce\u9669\u62ab\u9732\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16.png\" alt=\"\u5982\u4f55\u6539\u5584\u91d1\u878d\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c\" class=\"wp-image-48993\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-16-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-personalisation-segmentation-and-portfolio-management\">\u4e2a\u6027\u5316\u3001\u7ec6\u5206\u548c\u7ec4\u5408\u7ba1\u7406<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece 2023 \u5e74\u8d77\uff0c\u5ba2\u6237\u671f\u671b\u5728\u91d1\u878d\u9886\u57df\u5b9e\u73b0 Netflix \u7ea7\u522b\u7684\u4e2a\u6027\u5316\uff1a\u91cf\u8eab\u5b9a\u5236\u7684\u6295\u8d44\u7ec4\u5408\u3001\u76f8\u5173\u5185\u5bb9\u4ee5\u53ca\u53cd\u6620\u5176\u72ec\u7279\u60c5\u51b5\u7684\u4e3b\u52a8\u5efa\u8bae\u3002\u8fd9\u4ee3\u8868\u7740\u5ba2\u6237\u9700\u6c42\u7684\u6839\u672c\u8f6c\u53d8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u4e1a\u7684\u4e2a\u6027\u5316\u5fc5\u987b\u5efa\u7acb\u5728\u624e\u5b9e\u7684\u5206\u6790\u57fa\u7840\u4e4b\u4e0a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8d44\u76ee\u6807\uff08\u589e\u957f\u3001\u6536\u5165\u3001\u8d44\u672c\u4fdd\u503c\uff09<\/li>\n\n\n\n<li>\u98ce\u9669\u627f\u53d7\u80fd\u529b\uff08\u901a\u8fc7\u9002\u5b9c\u6027\u95ee\u5377\u8c03\u67e5\u9a8c\u8bc1\uff09<\/li>\n\n\n\n<li>ESG \u504f\u597d\u548c\u4ef7\u503c\u89c2<\/li>\n\n\n\n<li>\u65f6\u95f4\u8de8\u5ea6\u548c\u6d41\u52a8\u6027\u9700\u6c42<\/li>\n\n\n\n<li>\u4eba\u751f\u5927\u4e8b\u548c\u89c4\u5212\u91cc\u7a0b\u7891<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ec6\u5206\u6218\u7565\u5e94\u8003\u8651<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u7ec6\u5206\u65b9\u6cd5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4f7f\u7528\u6848\u4f8b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ca\u5904<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8d44\u4ea7\u7ba1\u7406\u7ea7\u522b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u670d\u52a1\u6c34\u5e73\u3001\u6536\u8d39\u7ed3\u6784\u3001\u987e\u95ee\u5206\u914d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u6548\u7684\u8d44\u6e90\u8c03\u914d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u884c\u4e3a\u6a21\u5f0f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4ea4\u6613\u9891\u7387\u3001\u95e8\u6237\u53c2\u4e0e\u5ea6\u3001\u5185\u5bb9\u504f\u597d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u76f8\u5173\u4ea4\u6d41<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u751f\u547d\u9636\u6bb5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e74\u8f7b\u4e13\u4e1a\u4eba\u5458\u3001\u9000\u4f11\u524d\u4eba\u5458\u3001\u9000\u4f11\u4eba\u5458<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53ca\u65f6\u63a8\u8350\u4ea7\u54c1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5730\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u76d1\u7ba1\u8981\u6c42\u3001\u8bed\u8a00\u504f\u597d\u3001\u65f6\u533a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b26\u5408\u8981\u6c42\u7684\u672c\u5730\u5316\u670d\u52a1<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2a\u6027\u5316\u4e0e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u76f4\u63a5\u76f8\u8fde\u3002\u52a8\u6001\u8d44\u4ea7\u914d\u7f6e\u3001\u91cf\u8eab\u5b9a\u5236\u7684\u6a21\u578b\u6295\u8d44\u7ec4\u5408\uff0c\u4ee5\u53ca\u6295\u8d44\u7ec4\u5408\u504f\u79bb\u76ee\u6807\u65f6\u7684\u4e2a\u6027\u5316\u63d0\u9192\uff0c\u90fd\u80fd\u8ba9\u5ba2\u6237\u611f\u53d7\u5230\u7406\u89e3\u548c\u652f\u6301\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u3001\u5ba2\u6237\u95e8\u6237\u884c\u4e3a\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u6a21\u5757\u7ed3\u5408\u5728\u4e00\u8d77\uff0c\u751f\u6210\u6bcf\u4e2a\u5ba2\u6237\u7684\u7efc\u5408\u89c6\u56fe\u3002\u8fd9\u5c06\u63a8\u52a8\u91cf\u8eab\u5b9a\u5236\u7684\u6295\u8d44\u5efa\u8bae\u548c\u5ba1\u67e5\u4f1a\u8bae\uff0c\u4ece\u800c\u771f\u6b63\u4e86\u89e3\u5ba2\u6237\u9700\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-hyper-personalised-communications-and-offers\">\u8d85\u7ea7\u4e2a\u6027\u5316\u901a\u4fe1\u548c\u4f18\u60e0<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2a\u6027\u5316\u4e0d\u4ec5\u4ec5\u662f\u5728\u7535\u5b50\u90ae\u4ef6\u4e2d\u4f7f\u7528\u5ba2\u6237\u7684\u59d3\u540d\u3002\u771f\u6b63\u7684\u8d85\u7ea7\u4e2a\u6027\u5316\u53cd\u6620\u4e86\u5ba2\u6237\u7684\u6301\u80a1\u3001\u73b0\u91d1\u6d41\u3001\u5174\u8da3\u548c\u884c\u4e3a\uff0c\u4ece\u800c\u901a\u8fc7\u9002\u5f53\u7684\u6e20\u9053\u63d0\u4f9b\u76f8\u5173\u7684\u4fe1\u606f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6709\u6548\u4e2a\u6027\u5316\u7684\u51e0\u4e2a\u4f8b\u5b50<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ec5\u5411\u53ef\u6301\u7eed\u59d4\u6258\u7684\u5ba2\u6237\u53d1\u9001 2024 \u5e74 ESG \u5f71\u54cd\u62a5\u544a<\/li>\n\n\n\n<li>\u4e13\u95e8\u5411\u5bf9\u65b0\u4ea7\u54c1\u611f\u5174\u8da3\u7684\u6d3b\u8dc3\u4ea4\u6613\u8005\u53d1\u51fa IPO \u63d0\u793a<\/li>\n\n\n\n<li>\u4e3a\u4e34\u8fd1\u5e74\u7ec8\u7684\u5ba2\u6237\u63d0\u4f9b\u7a0e\u6536\u635f\u5931\u83b7\u53d6\u5efa\u8bae\uff0c\u5e76\u63d0\u4f9b\u9002\u5f53\u7684\u5934\u5bf8<\/li>\n\n\n\n<li>\u5f53\u5229\u7387\u73af\u5883\u53d1\u751f\u6709\u5229\u53d8\u5316\u65f6\uff0c\u5411\u62b5\u62bc\u8d37\u6b3e\u5ba2\u6237\u53d1\u51fa\u518d\u878d\u8d44\u8b66\u62a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u884c\u4e3a\u6570\u636e\u53ef\u4ee5\u5b9e\u73b0\u66f4\u590d\u6742\u7684\u76ee\u6807\u5b9a\u4f4d\u3002\u95e8\u6237\u7f51\u7ad9\u7684\u767b\u5f55\u9891\u7387\u3001\u6d4f\u89c8\u7684\u5185\u5bb9\u3001\u9519\u8fc7\u7684\u8bc4\u5ba1\u4f1a\u8bae\u4ee5\u53ca\u4ea4\u6613\u6a21\u5f0f\u90fd\u8868\u660e\u4e86\u5ba2\u6237\u7684\u610f\u56fe\u548c\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2a\u6027\u5316\u5fc5\u987b\u5408\u89c4\u3002\u63a8\u8350\u7684\u91d1\u878d\u4ea7\u54c1\u5e94\u59cb\u7ec8\u7b26\u5408\u9002\u5408\u6027\u548c\u9002\u5f53\u6027\u89c4\u5219\uff0c\u5e76\u6709\u6e05\u6670\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u8bb0\u5f55\uff0c\u8bf4\u660e\u6bcf\u6b21\u63a8\u8350\u7684\u539f\u56e0\u3002\u4ea4\u53c9\u9500\u552e\u7684\u673a\u4f1a\u5e94\u4ece\u771f\u6b63\u7684\u5ba2\u6237\u9700\u6c42\u4e2d\u81ea\u7136\u4ea7\u751f\uff0c\u800c\u4e0d\u662f\u5484\u5484\u903c\u4eba\u7684\u9500\u552e\u7b56\u7565\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\/%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=\"5857\">\u5e02\u573a\u8425\u9500<\/a> automation orchestrates segmented marketing campaigns while keeping all customer data inside Swiss hosted infrastructure critical for privacy conscious institutions helping clients protect their wealth.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-omnichannel-engagement-blending-digital-and-human-advice\">\u5168\u6e20\u9053\u53c2\u4e0e\uff1a\u878d\u5408\u6570\u5b57\u4e0e\u4eba\u5de5\u5efa\u8bae<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5373\u4f7f\u5230\u4e86 2026 \u5e74\uff0c\u5ba2\u6237\u5728\u505a\u51fa\u590d\u6742\u51b3\u7b56\u65f6\uff0c\u5982\u9000\u4f11\u89c4\u5212\u3001\u9057\u4ea7\u5b89\u6392\u3001\u4f01\u4e1a\u7ee7\u627f\u6216\u9a7e\u9a6d\u5e02\u573a\u6ce2\u52a8\u65f6\uff0c\u4ecd\u4f1a\u5bfb\u6c42\u4eba\u4e0e\u4eba\u4e4b\u95f4\u7684\u4e92\u52a8\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u4ed6\u4eec\u66f4\u559c\u6b22\u5728\u65e5\u5e38\u5de5\u4f5c\u4e2d\u4eab\u53d7\u6570\u5b57\u5e26\u6765\u7684\u4fbf\u5229\uff0c\u5982\u67e5\u8be2\u4f59\u989d\u6216\u66f4\u65b0\u8054\u7cfb\u65b9\u5f0f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Omnichannel means consistent experiences across mobile apps, web portals, email, branches, contact center interactions, and relationship managers with no repeated data or broken handoffs. Customers feel frustrated when they must re explain information to separate departments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u901a\u8fc7\u6e05\u6670\u7684\u8bbe\u8ba1\u5b9e\u73b0\u6e20\u9053\u9009\u62e9\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u4efb\u52a1\u7c7b\u578b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u9996\u9009\u901a\u9053<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5347\u7ea7\u8def\u5f84<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4f59\u989d\u652f\u7968\u3001\u62a5\u8868<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u3001\u95e8\u6237\u7f51\u7ad9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u804a\u5929\u673a\u5668\u4eba \u2192 \u7535\u8bdd\u652f\u6301<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5730\u5740\u53d8\u66f4\u3001\u7b80\u5355\u8f6c\u8d26<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u52a9\u670d\u52a1\u95e8\u6237<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b89\u5168\u4fe1\u606f\u4f20\u9012<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8d44\u95ee\u9898<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b89\u5168\u4fe1\u606f\u3001\u987e\u95ee\u547c\u53eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u89c6\u9891\u54a8\u8be2<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u590d\u6742\u89c4\u5212\uff08\u9000\u4f11\u3001\u9057\u4ea7\uff09<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u987e\u95ee\u4f1a\u8bae\uff08\u9762\u8c08\/\u89c6\u9891\uff09<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e13\u5bb6\u5c0f\u7ec4\u8f6c\u4ecb<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u6709\u4e0e\u5ba2\u6237\u7684\u4e92\u52a8\u90fd\u5e94\u8bb0\u5f55\u5728\u4e2d\u592e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\u3002\u5f53\u987e\u95ee\u4e0e\u5ba2\u6237\u4ea4\u8c08\u65f6\uff0c\u4ed6\u4eec\u53ef\u4ee5\u770b\u5230\u5168\u8c8c\uff1a\u6700\u8fd1\u7684\u95e8\u6237\u6d3b\u52a8\u3001\u672a\u5b8c\u6210\u7684\u670d\u52a1\u8bf7\u6c42\u3001\u4e0a\u6b21\u4f1a\u8bae\u8bb0\u5f55\u4ee5\u53ca\u5f53\u524d\u6301\u6709\u7684\u8d44\u4ea7\u3002\u8fd9\u6d88\u9664\u4e86 \u201c\u6211\u5df2\u7ecf\u544a\u8bc9\u4f60\u540c\u4e8b\u4e86 \u201d\u7684\u632b\u8d25\u611f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u5ba2\u6237\u95e8\u6237\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u5b89\u5168\u6d88\u606f\u4f20\u9012\u5e2e\u52a9\u5173\u7cfb\u7ecf\u7406\u7ba1\u7406\u8de8\u6e20\u9053\u7684\u65e0\u7f1d\u6c9f\u901a\uff0c\u540c\u65f6\u4fdd\u6301\u5355\u4e00\u3001\u5408\u89c4\u7684\u5efa\u8bae\u8bb0\u5f55\u3002\u8fd9\u79cd\u5173\u7cfb\u7ba1\u7406\u65b9\u6cd5\u53ef\u5efa\u7acb\u957f\u671f\u5408\u4f5c\u5173\u7cfb\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17.png\" alt=\"\u5982\u4f55\u6539\u5584\u91d1\u878d\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c\" class=\"wp-image-48994\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-17-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-designing-seamless-journeys-across-channels\">\u8bbe\u8ba1\u8de8\u6e20\u9053\u7684\u65e0\u7f1d\u65c5\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5e94\u4ece\u4e00\u4e2a\u6e20\u9053\u5f00\u59cb\uff0c\u7136\u540e\u5728\u53e6\u4e00\u4e2a\u6e20\u9053\u7ee7\u7eed\uff0c\u65e0\u9700\u91cd\u65b0\u542f\u52a8\u3002\u5728\u79fb\u52a8\u8bbe\u5907\u4e0a\u5f00\u59cb\u7684\u8d37\u6b3e\u7533\u8bf7\uff0c\u5e94\u5728\u89c6\u9891\u901a\u8bdd\u4e2d\u4e0e\u5ba2\u6237\u7ecf\u7406\u65e0\u7f1d\u8854\u63a5\uff0c\u5e76\u4fdd\u7559\u6240\u6709\u5148\u524d\u8f93\u5165\u7684\u4fe1\u606f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65c5\u7a0b\u8303\u4f8b\uff1a<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u5ba2\u6237\u4e8e\u665a\u4e0a 10 \u70b9\u5f00\u59cb\u767b\u5f55\u7f51\u7ad9<\/li>\n\n\n\n<li>\u7b2c\u4e8c\u5929\u65e9\u4e0a\u5728\u4e0a\u4e0b\u73ed\u9014\u4e2d\u901a\u8fc7\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u4e0a\u4f20\u6587\u4ef6<\/li>\n\n\n\n<li>\u6536\u5230\u6587\u4ef6\u5df2\u6838\u5b9e\u7684\u901a\u77e5<\/li>\n\n\n\n<li>\u901a\u8fc7\u95e8\u6237\u7f51\u7ad9\u5b89\u6392\u89c6\u9891\u4f1a\u8bca<\/li>\n\n\n\n<li>\u89c6\u9891\u4f1a\u8bae\u540e\u901a\u8fc7\u7535\u5b50\u7b7e\u540d\u6700\u7ec8\u786e\u5b9a\u6295\u8d44\u6388\u6743<\/li>\n\n\n\n<li>\u6536\u5230\u6b22\u8fce\u4fe1\uff0c\u5185\u542b\u95e8\u6237\u7f51\u7ad9\u8bbf\u95ee\u6743\u9650\u548c\u987e\u95ee\u8be6\u7ec6\u8054\u7cfb\u4fe1\u606f<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u673a\u6784\u5fc5\u987b\u8c03\u6574\u5404\u6e20\u9053\u7684\u670d\u52a1\u6c34\u5e73\u548c\u4fe1\u606f\u4f20\u9012\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e00\u81f4\u7684\u5b9a\u4ef7\u548c\u8d39\u7528\u62ab\u9732<\/li>\n\n\n\n<li>\u7edf\u4e00\u4ea7\u54c1\u540d\u79f0\u548c\u8d44\u683c\u6807\u51c6<\/li>\n\n\n\n<li>\u534f\u8c03\u6c9f\u901a\uff0c\u4f7f\u7535\u5b50\u90ae\u4ef6\u548c\u95e8\u6237\u7f51\u7ad9\u663e\u793a\u76f8\u540c\u7684\u4fe1\u606f<\/li>\n\n\n\n<li>\u660e\u786e\u7684\u670d\u52a1\u6c34\u5e73\u534f\u8bae\uff1a\u5b89\u5168\u4fe1\u606f\u5728 4 \u4e2a\u5de5\u4f5c\u5c0f\u65f6\u5185\u56de\u590d\uff0c\u7ec4\u5408\u67e5\u8be2\u5728 1 \u4e2a\u5de5\u4f5c\u65e5\u5185\u89e3\u51b3<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u745e\u58eb\u79c1\u4eba\u94f6\u884c\u7b49\u8de8\u5883\u548c\u591a\u8bed\u8a00\u73af\u5883\u4e2d\uff0c\u5168\u6e20\u9053\u5353\u8d8a\u6027\u5c24\u4e3a\u91cd\u8981\uff0c\u56e0\u4e3a\u5ba2\u6237\u53ef\u80fd\u4f1a\u5728\u4e0d\u540c\u6e20\u9053\u4e4b\u95f4\u5207\u6362\u82f1\u8bed\u3001\u6cd5\u8bed\u548c\u5fb7\u8bed\u3002\u8981\u5b9e\u73b0\u65e0\u7f1d\u4e92\u52a8\uff0c\u5c31\u9700\u8981\u7cfb\u7edf\u80fd\u4e0d\u53d7\u8bed\u8a00\u6216\u6e20\u9053\u7684\u9650\u5236\uff0c\u4fdd\u6301\u4e0a\u4e0b\u6587\u7684\u4e00\u81f4\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ai-and-automation-to-scale-client-experience-safely\">\u5229\u7528\u4eba\u5de5\u667a\u80fd\u548c\u81ea\u52a8\u5316\u5b89\u5168\u6269\u5c55\u5ba2\u6237\u4f53\u9a8c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">From 2023 onwards, AI including generative AI has become a central tool for improving both client and advisor experience in finance. The technology enables institutions to deliver personalised service at scale without proportionally increasing costs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u865a\u62df\u52a9\u7406\u548c\u804a\u5929\u673a\u5668\u4eba\u53ef\u6709\u6548\u5904\u7406\u5e38\u89c1\u95ee\u9898\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f59\u989d\u67e5\u8be2\u548c\u4ea4\u6613\u5386\u53f2<\/li>\n\n\n\n<li>\u6587\u4ef6\u7533\u8bf7\u548c\u62a5\u8868\u751f\u6210<\/li>\n\n\n\n<li>\u57fa\u672c\u4ea7\u54c1\u67e5\u8be2\u548c\u8d44\u683c\u68c0\u67e5<\/li>\n\n\n\n<li>\u9884\u7ea6\u5b89\u6392\u548c\u987e\u95ee\u8def\u7531<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u6280\u672f\u5c06\u4eba\u5de5\u987e\u95ee\u89e3\u653e\u51fa\u6765\uff0c\u7528\u4e8e\u4ef7\u503c\u66f4\u9ad8\u7684\u5bf9\u8bdd\uff0c\u540c\u65f6\u63d0\u4f9b\u5373\u65f6\u54cd\u5e94\uff0c\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9884\u6d4b\u5206\u6790\u53ef\u4ee5\u53d1\u73b0\u751f\u6d3b\u4e2d\u7684\u4e8b\u4ef6\u548c\u673a\u9047\uff1a\u6697\u793a\u6d41\u52a8\u6027\u4e8b\u4ef6\u7684\u5927\u989d\u73b0\u91d1\u6d41\u5165\u30012025-2030 \u5e74\u4eba\u7fa4\u9000\u4f11\u65e5\u671f\u7684\u4e34\u8fd1\uff0c\u6216\u663e\u793a\u6f5c\u5728\u6d41\u5931\u98ce\u9669\u7684\u6a21\u5f0f\u3002\u8fd9\u6837\u5c31\u80fd\u4e3b\u52a8\u800c\u4e0d\u662f\u88ab\u52a8\u5730\u4e0e\u5ba2\u6237\u63a5\u89e6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u5316\u6539\u53d8\u4e86\u540e\u53f0\u529e\u516c\u6d41\u7a0b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6587\u4ef6\u5206\u7c7b\u548c\u8def\u7531\u9009\u62e9<\/li>\n\n\n\n<li>KYC \u5ba1\u67e5\u5de5\u4f5c\u6d41\u7a0b<\/li>\n\n\n\n<li>\u9002\u7528\u6027\u68c0\u67e5\u81ea\u52a8\u5316<\/li>\n\n\n\n<li>\u9884\u5b9a\u7684\u6295\u8d44\u7ec4\u5408\u62a5\u544a<\/li>\n\n\n\n<li>\u6b3a\u8bc8\u68c0\u6d4b\u548c\u8b66\u62a5\u751f\u6210<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass uses AI driven tools within a controlled, Swiss hosted environment to assist with client communication drafts, opportunity scoring, and workflow prioritisation. Critically, this keeps sensitive data from being exported to unknown clouds a significant concern for institutions serving privacy conscious clients.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-maintaining-human-oversight-and-regulatory-compliance\">\u4fdd\u6301\u4eba\u4e3a\u76d1\u7763\u548c\u5408\u89c4\u6027<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u9886\u57df\uff0c\u4eba\u5de5\u667a\u80fd\u5fc5\u987b\u59cb\u7ec8\u5728\u4eba\u5de5\u76d1\u7763\u548c\u660e\u786e\u8d23\u4efb\u7684\u60c5\u51b5\u4e0b\u8fd0\u884c\u3002\u81ea\u52a8\u5316\u53ef\u4ee5\u5904\u7406\u91cd\u590d\u6027\u4efb\u52a1\uff0c\u4f46\u5efa\u8bae\u7684\u51b3\u7b56\u4ecd\u7531\u6301\u8bc1\u4e13\u4e1a\u4eba\u5458\u505a\u51fa\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u91d1\u878d\u9886\u57df\u4eba\u5de5\u667a\u80fd\u6cbb\u7406\u7684\u5173\u952e\u539f\u5219\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u539f\u5219<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5b9e\u65bd<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4eba\u7c7b\u8bc4\u8bba<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5bf9\u987e\u95ee\u6216\u5408\u89c4\u5ba1\u67e5\u7684\u4ea7\u54c1\u6216\u901a\u4fe1\u63d0\u51fa\u4eba\u5de5\u667a\u80fd\u5efa\u8bae<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u53ef\u89e3\u91ca\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6e05\u6670\u8bb0\u5f55\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u63d0\u51fa\u5efa\u8bae\u7684\u539f\u56e0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba1\u8ba1\u8ffd\u8e2a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4eba\u5de5\u667a\u80fd\u8f85\u52a9\u51b3\u7b56\u7684\u5b8c\u6574\u8bb0\u5f55\uff0c\u4f9b\u76d1\u7ba1\u90e8\u95e8\u5ba1\u67e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u636e\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4ec5\u5728\u7ecf\u6279\u51c6\u7684\u533f\u540d\u6570\u636e\u96c6\u4e0a\u8fdb\u884c\u8bad\u7ec3<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9075\u5b88\u7ba1\u8f96\u6743<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u636e\u6258\u7ba1\u5728\u9002\u5f53\u7684\u5730\u70b9\uff08\u745e\u58eb\uff0c\u9884\u7f6e\uff09<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e MiFID II \u548c\u7c7b\u4f3c\u6846\u67b6\uff0c\u4ea7\u54c1\u63a8\u8350\u5fc5\u987b\u9002\u5408\u6bcf\u4f4d\u5ba2\u6237\u3002\u4eba\u5de5\u667a\u80fd\u53ef\u4ee5\u901a\u8fc7\u6807\u8bb0\u673a\u4f1a\u548c\u51c6\u5907\u5efa\u8bae\u4e66\u6765\u63d0\u4f9b\u5e2e\u52a9\uff0c\u4f46\u4eba\u7c7b\u5fc5\u987b\u5728\u4ea4\u4ed8\u5efa\u8bae\u4e66\u4e4b\u524d\u5bf9\u5176\u8fdb\u884c\u9a8c\u8bc1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u968f\u7740\u76d1\u7ba1\u673a\u6784\u5bf9\u4eba\u5de5\u667a\u80fd\u7684\u4f7f\u7528\u8fdb\u884c\u4e25\u683c\u5ba1\u67e5\uff0c\u53ef\u89e3\u91ca\u6027\u8d8a\u6765\u8d8a\u91cd\u8981\u3002\u673a\u6784\u5e94\u4e86\u89e3\u6a21\u578b\u63a8\u8350\u7279\u5b9a\u4ea7\u54c1\u6216\u63d0\u793a\u7279\u5b9a\u98ce\u9669\u7684\u539f\u56e0\uff0c\u5c24\u5176\u662f\u5728\u53d7\u5230\u76d1\u7ba1\u673a\u6784\u6216\u5ba2\u6237\u8d28\u7591\u65f6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u4ee5\u96c6\u6210\u4eba\u5de5\u667a\u80fd\u6a21\u578b\uff0c\u540c\u65f6\u9075\u5b88\u4e25\u683c\u7684\u6570\u636e\u4e3b\u6743\u8981\u6c42\u3002\u8fd9\u4f7f\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u80fd\u591f\u5728\u4e0d\u5f71\u54cd\u5408\u89c4\u6027\u6216\u5ba2\u6237\u4fe1\u4efb\u7684\u60c5\u51b5\u4e0b\u5229\u7528\u6280\u672f\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-monitoring-and-continuously-improving-client-experience\">\u8861\u91cf\u3001\u76d1\u6d4b\u548c\u6301\u7eed\u6539\u5584\u5ba2\u6237\u4f53\u9a8c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fc5\u987b\u50cf\u8861\u91cf\u5176\u4ed6\u6218\u7565\u4e3e\u63aa\u4e00\u6837\u8861\u91cf\u5ba2\u6237\u4f53\u9a8c\u3002\u5982\u679c\u6ca1\u6709\u660e\u786e\u7684\u5173\u952e\u7ee9\u6548\u6307\u6807\u548c\u53cd\u9988\u56de\u8def\uff0c\u6539\u8fdb\u5c31\u53ea\u80fd\u662f\u4f20\u95fb\u800c\u975e\u7cfb\u7edf\u6027\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e3a\u8d22\u52a1\u90e8\u95e8\u63a8\u8350\u7684 CX \u6307\u6807\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u516c\u5236<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u8bf4\u660e<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u6807<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5404\u90e8\u95e8\u7684 NPS<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6309\u5ba2\u6237\u7c7b\u578b\u5212\u5206\u7684\u63a8\u8350\u53ef\u80fd\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u51c0\u503c\u4eba\u7fa4&gt;40\uff0c\u96f6\u552e\u4eba\u7fa4&gt;30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>CSAT \u804c\u4f4d\u4e92\u52a8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5173\u952e\u65f6\u523b\uff08\u5165\u804c\u3001\u4f1a\u8bae\uff09\u540e\u7684\u6ee1\u610f\u5ea6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&gt;4.0\/5.0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u52aa\u529b\u5f97\u5206<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8f7b\u677e\u5b8c\u6210\u5173\u952e\u6d41\u7a0b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&lt;2.0\/5.0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9996\u6b21\u63a5\u89e6\u89e3\u51b3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65e0\u9700\u5347\u7ea7\u5373\u53ef\u89e3\u51b3\u95ee\u9898<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>&gt;70%<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8fd0\u8425\u6307\u6807\u63d0\u4f9b\u4e86\u66f4\u591a\u6709\u4ef7\u503c\u7684\u89c1\u89e3\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0a\u5c97\u5468\u671f\u65f6\u95f4\uff08\u76ee\u6807\uff1a\u6570\u5b57&lt;24 \u5c0f\u65f6\uff0c\u590d\u6742&lt;5 \u5929\uff09<\/li>\n\n\n\n<li>\u6570\u5b57\u6d41\u7a0b\u4e0e\u7eb8\u8d28\u6d41\u7a0b\u7684\u767e\u5206\u6bd4\uff08\u76ee\u6807\uff1a&gt;80% \u6570\u5b57\u6d41\u7a0b\uff09<\/li>\n\n\n\n<li>\u95e8\u6237\u7f51\u7ad9\u7684\u91c7\u7528\u548c\u767b\u5f55\u9891\u7387<\/li>\n\n\n\n<li>\u7b54\u590d\u5ba2\u6237\u8be2\u95ee\u7684\u65f6\u95f4<\/li>\n\n\n\n<li>\u6309\u4ea7\u54c1\u7cfb\u5217\u548c\u6e20\u9053\u5206\u5217\u7684\u6295\u8bc9\u7387<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u53cd\u9988\u6536\u96c6\u5de5\u4f5c\u5e94\u7cfb\u7edf\u5316\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5173\u952e\u4e92\u52a8\u540e\u7684\u95e8\u6237\u8c03\u67e5<\/li>\n\n\n\n<li>\u4f1a\u540e\u7535\u5b50\u90ae\u4ef6\u8c03\u67e5\u95ee\u5377<\/li>\n\n\n\n<li>\u5b9a\u671f\u5ba1\u67e5\u5173\u7cfb\uff0c\u63d0\u51fa\u5f00\u653e\u5f0f\u95ee\u9898<\/li>\n\n\n\n<li>\u5206\u6790\u652f\u6301\u5355\u548c\u6295\u8bc9\u6a21\u5f0f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4eea\u8868\u677f\u6574\u5408\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u4ea7\u54c1\u7ec4\u5408\u548c\u670d\u52a1\u6570\u636e\uff0c\u663e\u793a\u54ea\u4e9b\u7ec6\u5206\u5e02\u573a\u548c\u65c5\u7a0b\u63d0\u4f9b\u4e86\u6700\u4f73\u6216\u6700\u5dee\u7684\u4f53\u9a8c\u3002\u8fd9\u79cd\u6570\u636e\u5206\u6790\u80fd\u529b\u6709\u52a9\u4e8e\u786e\u5b9a\u6539\u8fdb\u5de5\u4f5c\u7684\u91cd\u70b9\uff0c\u4ee5\u4ea7\u751f\u6700\u5927\u5f71\u54cd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-a-client-centric-culture-and-governance\">\u5efa\u7acb\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u6587\u5316\u4e0e\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6280\u672f\u80fd\u5e26\u6765\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\uff0c\u800c\u6587\u5316\u5219\u662f\u5ba2\u6237\u4f53\u9a8c\u7684\u57fa\u77f3\u3002\u5458\u5de5\u548c\u9886\u5bfc\u5c42\u5fc5\u987b\u79c9\u627f\u5ba2\u6237\u81f3\u4e0a\u7684\u7406\u5ff5\uff0c\u624d\u80fd\u8ba9\u6539\u8fdb\u624e\u6839\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5efa\u7acb\u6cbb\u7406\u7ed3\u6784\uff1a<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ec4\u5efa\u4e00\u4e2a\u8de8\u804c\u80fd\u7684 CX \u59d4\u5458\u4f1a\uff0c\u5176\u4e2d\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u524d\u53f0\uff08\u5ba2\u6237\u7ecf\u7406\u3001\u987e\u95ee\uff09<\/li>\n\n\n\n<li>\u4e1a\u52a1\uff08\u5165\u804c\u3001\u670d\u52a1\u56e2\u961f\uff09<\/li>\n\n\n\n<li>\u5408\u89c4\u4e0e\u98ce\u9669<\/li>\n\n\n\n<li>\u4fe1\u606f\u6280\u672f\u548c\u6570\u5b57<\/li>\n\n\n\n<li>\u8425\u9500\u4e0e\u4f20\u64ad<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8be5\u59d4\u5458\u4f1a\u5e94\u4e0e\u4f18\u5148\u4e8b\u9879\u4fdd\u6301\u4e00\u81f4\uff0c\u6bcf\u5b63\u5ea6\u5ba1\u67e5\u4e00\u6b21\u65c5\u7a0b\u7ee9\u6548\uff0c\u5e76\u4e3a\u5177\u6709\u91cd\u5927\u5f71\u54cd\u7684\u6539\u8fdb\u5de5\u4f5c\u5206\u914d\u8d44\u6e90\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f7f\u6fc0\u52b1\u63aa\u65bd\u4e0e\u7ecf\u9a8c\u6210\u679c\u76f8\u4e00\u81f4\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728\u5b9e\u73b0\u8d44\u4ea7\u7ba1\u7406\u548c\u6536\u5165\u76ee\u6807\u7684\u540c\u65f6\uff0c\u7eb3\u5165\u6ee1\u610f\u5ea6\u548c\u4fdd\u7559\u7387\u6307\u6807<\/li>\n\n\n\n<li>\u8868\u5f70\u83b7\u5f97\u5ba2\u6237\u79ef\u6781\u53cd\u9988\u7684\u987e\u95ee<\/li>\n\n\n\n<li>\u8de8\u56e2\u961f\u900f\u660e\u5730\u5171\u4eab\u5ba2\u6237\u4f53\u9a8c\u6307\u6807<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6295\u8d44\u57f9\u8bad\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8ba9\u6240\u6709\u9762\u5411\u5ba2\u6237\u7684\u5de5\u4f5c\u4eba\u5458\u719f\u7ec3\u638c\u63e1\u6570\u5b57\u5de5\u5177<\/li>\n\n\n\n<li>\u6570\u636e\u4fdd\u62a4\u548c\u5408\u89c4\u8981\u6c42<\/li>\n\n\n\n<li>\u5bcc\u6709\u540c\u60c5\u5fc3\u7684\u6c9f\u901a\u6280\u5de7<\/li>\n\n\n\n<li>\u57fa\u4e8e\u60c5\u666f\u7684\u5b66\u4e60\uff08\u5e02\u573a\u4e0b\u6ed1\u3001\u8d39\u7387\u53d8\u5316\u3001\u76d1\u7ba1\u53d8\u5316\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5efa\u7acb\u4e00\u4e2a\u6301\u7eed\u6539\u8fdb\u7684\u5468\u671f\uff1a\u6d4b\u8bd5\u5c0f\u89c4\u6a21\u7684\u5ba2\u6237\u4f53\u9a8c\u6539\u8fdb\u63aa\u65bd\uff0c\u8861\u91cf\u7ed3\u679c\uff0c\u5e76\u5728\u5404\u5730\u533a\u548c\u4e1a\u52a1\u90e8\u95e8\u63a8\u5e7f\u884c\u4e4b\u6709\u6548\u7684\u63aa\u65bd\u3002\u6b63\u786e\u7684\u6218\u7565\u5e94\u5c06\u96c4\u5fc3\u58ee\u5fd7\u4e0e\u52a1\u5b9e\u7cbe\u795e\u76f8\u7ed3\u5408\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-benchmark-customer-service-standards\">\u5b9e\u65bd\u57fa\u51c6\u5ba2\u6237\u670d\u52a1\u6807\u51c6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5f53\u4eca\u7684\u91d1\u878d\u670d\u52a1\u4e1a\uff0c\u5b9e\u65bd\u57fa\u51c6\u5ba2\u6237\u670d\u52a1\u6807\u51c6\u5bf9\u4e8e\u6ee1\u8db3\u5ba2\u6237\u4e0d\u65ad\u63d0\u9ad8\u7684\u671f\u671b\u548c\u5728\u62e5\u6324\u7684\u5e02\u573a\u4e2d\u8131\u9896\u800c\u51fa\u81f3\u5173\u91cd\u8981\u3002\u968f\u7740\u5ba2\u6237\u4f53\u9a8c\u6210\u4e3a\u91d1\u878d\u670d\u52a1\u516c\u53f8\u7684\u5173\u952e\u5dee\u5f02\u5316\u56e0\u7d20\uff0c\u9886\u5148\u7684\u91d1\u878d\u673a\u6784\u6b63\u5728\u91cd\u65b0\u601d\u8003\u5ba2\u6237\u65c5\u7a0b\u7684\u65b9\u65b9\u9762\u9762\uff0c\u4ee5\u63d0\u4f9b\u65e0\u7f1d\u3001\u4e2a\u6027\u5316\u548c\u5b89\u5168\u7684\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The first step in setting benchmark standards is understanding what clients truly value. Financial services providers must collect and analyze customer data from every touchpoint whether it\u2019s customer feedback, customer effort score, or customer satisfaction surveys. By leveraging advanced analytics, institutions can pinpoint where the customer journey excels and where it falls short, allowing them to tailor their service strategy to evolving client needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9886\u5148\u7684\u91d1\u878d\u673a\u6784\u5229\u7528\u8fd9\u4e9b\u6d1e\u5bdf\u529b\u63d0\u4f9b\u53ca\u65f6\u7684\u6c9f\u901a\u548c\u4e2a\u6027\u5316\u7684\u89c1\u89e3\uff0c\u5e2e\u52a9\u5ba2\u6237\u5c31\u5176\u91d1\u878d\u4ea7\u54c1\u505a\u51fa\u660e\u667a\u7684\u51b3\u7b56\u3002\u4f8b\u5982\uff0c\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u548c\u6570\u5b57\u5e73\u53f0\u53ef\u4ee5\u63d0\u4f9b\u5b9e\u65f6\u66f4\u65b0\uff0c\u800c\u9884\u6d4b\u5206\u6790\u5219\u53ef\u4ee5\u9884\u6d4b\u5ba2\u6237\u9700\u6c42\u5e76\u63d0\u4f9b\u4e3b\u52a8\u5efa\u8bae\u3002\u8fd9\u79cd\u65b9\u6cd5\u4e0d\u4ec5\u80fd\u63d0\u5347\u673a\u6784\u7684\u6574\u4f53\u5f62\u8c61\uff0c\u8fd8\u80fd\u5efa\u7acb\u6301\u4e45\u7684\u4fe1\u4efb\u548c\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u81f4\u6027\u662f\u57fa\u51c6\u5ba2\u6237\u670d\u52a1\u6807\u51c6\u7684\u53e6\u4e00\u4e2a\u6807\u5fd7\u3002\u5ba2\u6237\u65e0\u8bba\u4e0e\u8054\u7edc\u4e2d\u5fc3\u3001\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u8fd8\u662f\u865a\u62df\u52a9\u7406\u4e92\u52a8\uff0c\u90fd\u5e0c\u671b\u83b7\u5f97\u540c\u6837\u9ad8\u6c34\u5e73\u7684\u670d\u52a1\u3002\u4e3a\u5b9e\u73b0\u8fd9\u4e00\u76ee\u6807\uff0c\u91d1\u878d\u670d\u52a1\u516c\u53f8\u5fc5\u987b\u52a0\u5f3a\u4e0d\u540c\u90e8\u95e8\u4e4b\u95f4\u7684\u534f\u4f5c\uff0c\u786e\u4fdd\u6240\u6709\u5458\u5de5\u90fd\u80fd\u4e0e\u516c\u53f8\u7684\u670d\u52a1\u6218\u7565\u4fdd\u6301\u4e00\u81f4\uff0c\u5e76\u786e\u4fdd\u4fe1\u606f\u5728\u6574\u4e2a\u7ec4\u7ec7\u5185\u65e0\u7f1d\u6d41\u52a8\u3002\u5b9a\u671f\u5ba1\u67e5\u4f1a\u8bae\u548c\u6301\u7eed\u7684\u5173\u7cfb\u7ba1\u7406\u6709\u52a9\u4e8e\u4fdd\u6301\u8fd9\u79cd\u4e00\u81f4\u6027\uff0c\u786e\u4fdd\u5ba2\u6237\u59cb\u7ec8\u611f\u53d7\u5230\u652f\u6301\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2a\u6027\u5316\u4ecd\u7136\u662f\u5353\u8d8a\u5ba2\u6237\u4f53\u9a8c\u7684\u6838\u5fc3\u3002\u901a\u8fc7\u4f7f\u7528\u6570\u636e\u5206\u6790\u6765\u4e86\u89e3\u5ba2\u6237\u7684\u4e2a\u4eba\u9700\u6c42\u548c\u504f\u597d\uff0c\u7406\u8d22\u987e\u95ee\u53ef\u4ee5\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u5efa\u8bae\u548c\u6709\u4ef7\u503c\u7684\u89c1\u89e3\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u4e00\u822c\u7684\u5efa\u8bae\u3002\u4f8b\u5982\uff0c\u9884\u6d4b\u5206\u6790\u53ef\u4ee5\u5e2e\u52a9\u8bc6\u522b\u5ba2\u6237\u4f55\u65f6\u53ef\u80fd\u4ece\u65b0\u7684\u91d1\u878d\u4ea7\u54c1\u4e2d\u83b7\u76ca\uff0c\u6216\u4f55\u65f6\u53ca\u65f6\u7684\u62a5\u5230\u4f1a\u5bf9\u4ed6\u4eec\u7684\u8d22\u52a1\u5386\u7a0b\u4ea7\u751f\u5f71\u54cd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6280\u672f\u5728\u63d0\u4f9b\u7528\u6237\u53cb\u597d\u548c\u5b89\u5168\u7684\u4f53\u9a8c\u65b9\u9762\u53d1\u6325\u7740\u5173\u952e\u4f5c\u7528\u3002\u865a\u62df\u52a9\u7406\u548c\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u4e3a\u5ba2\u6237\u63d0\u4f9b\u4e86\u83b7\u53d6\u4fe1\u606f\u548c\u652f\u6301\u7684\u4fbf\u6377\u9014\u5f84\uff0c\u51cf\u5c11\u4e86\u5bf9\u91cd\u590d\u6027\u5de5\u4f5c\u7684\u9700\u6c42\uff0c\u4f7f\u5ba2\u6237\u80fd\u591f\u638c\u63a7\u81ea\u5df1\u7684\u8d22\u52a1\u72b6\u51b5\u3002\u540c\u65f6\uff0c\u5b89\u5168\u7684\u901a\u4fe1\u6e20\u9053\u548c\u5f3a\u5927\u7684\u6570\u636e\u4fdd\u62a4\u63aa\u65bd\u53ef\u786e\u4fdd\u5ba2\u6237\u4fe1\u606f\u5728\u5ba2\u6237\u65c5\u7a0b\u7684\u6bcf\u4e2a\u9636\u6bb5\u90fd\u5b89\u5168\u65e0\u865e\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-can-a-mid-sized-private-bank-start-improving-client-experience-without-replacing-all-legacy-systems\">\u4e2d\u578b\u79c1\u4eba\u94f6\u884c\u5982\u4f55\u5728\u4e0d\u66f4\u6362\u6240\u6709\u4f20\u7edf\u7cfb\u7edf\u7684\u60c5\u51b5\u4e0b\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u4e0d\u9700\u8981 \u201c\u5927\u7206\u70b8 \u201d\u5f0f\u7684\u8f6c\u578b\uff0c\u5c31\u80fd\u6539\u5584\u7cfb\u7edf\u95f4\u7684\u534f\u4f5c\uff0c\u63d0\u4f9b\u66f4\u597d\u7684\u4f53\u9a8c\u3002InvestGlass \u7b49\u73b0\u4ee3\u5e73\u53f0\u53ef\u4ee5\u5c42\u53e0\u5728\u73b0\u6709\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u4e4b\u4e0a\uff0c\u901a\u8fc7 API \u6216\u5b89\u5168\u6587\u4ef6\u4ea4\u6362\u8fdb\u884c\u8fde\u63a5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start with one or two high impact journeys digital onboarding for new investment accounts, or annual review workflows and integrate them with existing systems. Phased rollouts over 6\u201312 month cycles reduce risk and allow the bank to test and refine before expanding. This approach delivers quick wins while building momentum for broader change.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-specific-role-does-investglass-play-in-enhancing-client-experience-for-wealth-managers\">InvestGlass \u5728\u63d0\u5347\u8d22\u5bcc\u7ecf\u7406\u7684\u5ba2\u6237\u4f53\u9a8c\u65b9\u9762\u53d1\u6325\u4e86\u4ec0\u4e48\u5177\u4f53\u4f5c\u7528\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u7ba1\u7406\u5173\u7cfb\u3001\u5165\u804c\u3001KYC\u3001\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u3001\u5ba2\u6237\u95e8\u6237\u3001\u8425\u9500\u6d3b\u52a8\u548c\u4eba\u5de5\u667a\u80fd\u8f85\u52a9\u5de5\u4f5c\u6d41\u7684\u4e2d\u592e\u5e73\u53f0\u3002\u987e\u95ee\u4eec\u4e0d\u518d\u9700\u8981\u540c\u65f6\u4f7f\u7528\u6765\u81ea\u591a\u4e2a\u4f9b\u5e94\u5546\u7684\u4e0d\u540c\u5de5\u5177\uff0c\u800c\u662f\u5728\u4e00\u4e2a\u5355\u4e00\u7684\u96c6\u6210\u73af\u5883\u4e2d\u5de5\u4f5c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Swiss data sovereignty and on premise hosting options reassure HNW and institutional clients about confidentiality and compliance. By keeping all client data and interactions in one place, advisors deliver faster, more personalised service and the institution maintains complete audit trails for regulatory purposes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-financial-institutions-maintain-a-human-touch-when-so-much-is-automated\">\u5728\u81ea\u52a8\u5316\u7a0b\u5ea6\u5982\u6b64\u4e4b\u9ad8\u7684\u60c5\u51b5\u4e0b\uff0c\u91d1\u878d\u673a\u6784\u5982\u4f55\u4fdd\u6301\u4eba\u60c5\u5473\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u5316\u5e94\u5904\u7406\u91cd\u590d\u6027\u3001\u4f4e\u4ef7\u503c\u7684\u4efb\u52a1\uff1a\u6570\u636e\u5f55\u5165\u3001\u6587\u4ef6\u8def\u7531\u3001\u6807\u51c6\u901a\u77e5\u548c\u57fa\u672c\u67e5\u8be2\u3002\u8fd9\u6837\uff0c\u987e\u95ee\u4eec\u5c31\u53ef\u4ee5\u4e13\u6ce8\u4e8e\u6218\u7565\u6027\u3001\u60c5\u611f\u6027\u548c\u590d\u6742\u7684\u5ba2\u6237\u5bf9\u8bdd\uff0c\u56e0\u4e3a\u5728\u8fd9\u4e9b\u5bf9\u8bdd\u4e2d\uff0c\u4eba\u4e0e\u4eba\u4e4b\u95f4\u7684\u63a5\u89e6\u6700\u4e3a\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Design clear \u201chuman moments\u201d into every journey: scheduled annual strategy calls, proactive check ins after market volatility, or life event reviews. Give clients easy options to escalate from chatbots or portals to real people via secure messaging, phone, or video with full context from the CRM so they never need to repeat themselves.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-main-data-privacy-concerns-when-using-ai-and-analytics-in-finance\">\u5728\u91d1\u878d\u9886\u57df\u4f7f\u7528\u4eba\u5de5\u667a\u80fd\u548c\u5206\u6790\u6280\u672f\u65f6\uff0c\u4e3b\u8981\u7684\u6570\u636e\u9690\u79c1\u95ee\u9898\u662f\u4ec0\u4e48\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u95ee\u9898\u5305\u62ec\u672a\u7ecf\u6388\u6743\u4e0e\u7b2c\u4e09\u65b9\u5171\u4eab\u6570\u636e\u3001\u5728\u6279\u51c6\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a\u4e4b\u5916\u5904\u7406\u6570\u636e\uff0c\u4ee5\u53ca\u5c06\u4e2a\u4eba\u6570\u636e\u7528\u4e8e\u672a\u5411\u5ba2\u6237\u660e\u786e\u62ab\u9732\u7684\u76ee\u7684\u3002\u5f53\u673a\u6784\u4f7f\u7528\u53ef\u80fd\u5411\u516c\u5171\u4e91\u6cc4\u9732\u4fe1\u606f\u7684\u6d88\u8d39\u7ea7\u4eba\u5de5\u667a\u80fd\u5de5\u5177\u65f6\uff0c\u8fd9\u4e9b\u98ce\u9669\u5c31\u4f1a\u653e\u5927\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u654f\u611f\u6570\u636e\u6258\u7ba1\u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u7b49\u5408\u89c4\u5730\u70b9\uff0c\u4f7f\u7528\u4e13\u4e3a\u53d7\u76d1\u7ba1\u884c\u4e1a\u8bbe\u8ba1\u7684\u4eba\u5de5\u667a\u80fd\u5de5\u5177\uff0c\u5e76\u5728\u8bbe\u8ba1\u4eba\u5de5\u667a\u80fd\u7528\u4f8b\u65f6\u5c3d\u65e9\u8ba9\u6cd5\u5f8b\u548c\u5408\u89c4\u56e2\u961f\u53c2\u4e0e\u8fdb\u6765\uff0c\u4ece\u800c\u964d\u4f4e\u8fd9\u4e9b\u98ce\u9669\u3002\u8bb0\u5f55\u6240\u6709\u5206\u6790\u548c\u4e2a\u6027\u5316\u6d3b\u52a8\u7684\u5408\u6cd5\u4f9d\u636e\u548c\u8bb8\u53ef\uff0c\u5e76\u5c31\u5982\u4f55\u4f7f\u7528\u5ba2\u6237\u6570\u636e\u4e0e\u5ba2\u6237\u4fdd\u6301\u900f\u660e\u6c9f\u901a\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-clients-see-results-from-cx-improvements-in-financial-services\">\u5ba2\u6237\u5982\u4f55\u624d\u80fd\u5feb\u901f\u770b\u5230\u91d1\u878d\u670d\u52a1\u4e2d\u5ba2\u6237\u4f53\u9a8c\u6539\u8fdb\u7684\u6210\u679c\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u4e9b\u6210\u679c\u5f88\u5feb\u5c31\u4f1a\u663e\u73b0\u51fa\u6765\u3002\u5728\u5173\u952e\u6d41\u7a0b\u6570\u5b57\u5316\u540e\u7684 3-6 \u4e2a\u6708\u5185\uff0c\u5165\u804c\u65f6\u95f4\u7f29\u77ed\uff0c\u6295\u8bc9\u51cf\u5c11\uff0c\u8d2d\u4e70\u540e\u652f\u6301\u6307\u6807\u5f97\u5230\u6539\u5584\u3002\u95e8\u6237\u7f51\u7ad9\u7684\u91c7\u7528\u7387\u548c\u81ea\u52a9\u670d\u52a1\u7684\u5229\u7528\u7387\u901a\u5e38\u4f1a\u5728\u63a8\u51fa\u540e\u7684\u7b2c\u4e00\u5b63\u5ea6\u5185\u63d0\u9ad8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u968f\u7740\u65b0\u65c5\u7a0b\u7684\u6210\u719f\u548c\u6587\u5316\u53d8\u9769\u7684\u786e\u7acb\uff0c\u5bf9\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3001\u4ea4\u53c9\u9500\u552e\u6210\u529f\u7387\u548c\u8d44\u4ea7\u7ba1\u7406\u589e\u957f\u7684\u6df1\u8fdc\u5f71\u54cd\u901a\u5e38\u4f1a\u5728 12-24 \u4e2a\u6708\u5185\u663e\u73b0\u3002\u8bbe\u5b9a\u5207\u5b9e\u53ef\u884c\u7684\u91cc\u7a0b\u7891\uff0c\u5e76\u5728\u5185\u90e8\u4ea4\u6d41\u65e9\u671f\u7684\u6210\u529f\u7ecf\u9a8c\uff0c\u4ee5\u4fdd\u6301\u53d1\u5c55\u52bf\u5934\u3002\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u5ba2\u6237\u4f53\u9a8c\u6295\u8d44\u7684\u5546\u4e1a\u4ef7\u503c\u4e5f\u4f1a\u968f\u4e4b\u589e\u52a0\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-moving-forward-with-client-experience-excellence\">\u5411\u5353\u8d8a\u5ba2\u6237\u4f53\u9a8c\u8fc8\u8fdb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Improving client experience in financial services isn\u2019t optional it\u2019s the path to sustainable competitive advantage in an industry where products and fees are increasingly commoditised. Institutions that create seamless, personalised, and secure experiences will capture more than just customer satisfaction; they\u2019ll build lasting trust that translates to higher AUM, stronger retention, and more services per client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The technology exists today to deliver experiences that meet and exceed what clients encounter in consumer technology. InvestGlass provides the integrated platform CRM, client portal, digital onboarding, portfolio management, and AI tools all hosted within Swiss data sovereignty standards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u95ee\u9898\u4e0d\u5728\u4e8e\u662f\u5426\u8981\u4f18\u5148\u8003\u8651\u5ba2\u6237\u4f53\u9a8c\uff0c\u800c\u5728\u4e8e\u60a8\u80fd\u591a\u5feb\u91c7\u53d6\u884c\u52a8\u3002.<\/strong> \u4ece\u7ed8\u5236\u6d41\u7a0b\u56fe\u5f00\u59cb\uff0c\u5c06\u6700\u5bb9\u6613\u4ea7\u751f\u6469\u64e6\u7684\u6d41\u7a0b\u6570\u5b57\u5316\uff0c\u5e76\u575a\u6301\u4e0d\u61c8\u5730\u8fdb\u884c\u8861\u91cf\u3002\u73b0\u5728\u5c31\u679c\u65ad\u884c\u52a8\u8d77\u6765\u7684\u673a\u6784\u5c06\u5b9a\u4e49\u4e0b\u4e00\u4e2a\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u91d1\u878d\u65f6\u4ee3\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Client experience in finance has become a board level priority since 2020, driven by COVID era digital acceleration, fintech disruption, and rising customer expectations that now rival any consumer technology standard. Why Client Experience Matters in Financial Services By 2025, over 80% of financial organisations recognise customer experience as their key differentiator more important than [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48991,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,35,95],"class_list":["post-48918","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-for-banking","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Improve Client Experience in Finance | InvestGlass<\/title>\n<meta name=\"description\" content=\"Client experience in finance has become a board level priority since 2020, driven by COVID era digital acceleration, fintech disruption, and rising\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u6539\u5584\u91d1\u878d\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Improve Client Experience in Finance\" \/>\n<meta property=\"og:description\" content=\"Client experience in finance has become a board level priority since 2020, driven by COVID era digital acceleration, fintech disruption, and rising\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u6539\u5584\u91d1\u878d\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-03T14:53:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-06T15:27:25+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-15.png\" \/>\n\t<meta property=\"og:image:width\" content=\"600\" \/>\n\t<meta property=\"og:image:height\" content=\"402\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"17 \u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u5982\u4f55\u6539\u5584\u91d1\u878d\u4e1a\u5ba2\u6237\u4f53\u9a8c | InvestGlass","description":"\u81ea 2020 \u5e74\u4ee5\u6765\uff0c\u5728 COVID \u65f6\u4ee3\u6570\u5b57\u52a0\u901f\u3001\u91d1\u878d\u79d1\u6280\u98a0\u8986\u548c\u4e0d\u65ad\u4e0a\u5347\u7684\u8d8b\u52bf\u63a8\u52a8\u4e0b\uff0c\u91d1\u878d\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c\u5df2\u6210\u4e3a\u8463\u4e8b\u4f1a\u5c42\u9762\u7684\u9996\u8981\u4efb\u52a1\u3002","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u6539\u5584\u91d1\u878d\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c\/","og_locale":"zh_CN","og_type":"article","og_title":"How to Improve Client Experience in Finance","og_description":"Client experience in finance has become a board level priority since 2020, driven by COVID era digital acceleration, fintech disruption, and rising","og_url":"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u6539\u5584\u91d1\u878d\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c\/","og_site_name":"InvestGlass","article_published_time":"2026-02-03T14:53:58+00:00","article_modified_time":"2026-02-06T15:27:25+00:00","og_image":[{"width":600,"height":402,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-15.png","type":"image\/png"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u4f5c\u8005":"InvestGlass","\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"17 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"How to Improve Client Experience in Finance","datePublished":"2026-02-03T14:53:58+00:00","dateModified":"2026-02-06T15:27:25+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/"},"wordCount":3667,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-15.png","keywords":["CRM","CRM for banking","wealth management"],"articleSection":["Article"],"inLanguage":"zh-Hans","copyrightYear":"2026","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/zh\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/","url":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/","name":"\u5982\u4f55\u6539\u5584\u91d1\u878d\u4e1a\u5ba2\u6237\u4f53\u9a8c | InvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-15.png","datePublished":"2026-02-03T14:53:58+00:00","dateModified":"2026-02-06T15:27:25+00:00","description":"\u81ea 2020 \u5e74\u4ee5\u6765\uff0c\u5728 COVID \u65f6\u4ee3\u6570\u5b57\u52a0\u901f\u3001\u91d1\u878d\u79d1\u6280\u98a0\u8986\u548c\u4e0d\u65ad\u4e0a\u5347\u7684\u8d8b\u52bf\u63a8\u52a8\u4e0b\uff0c\u91d1\u878d\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c\u5df2\u6210\u4e3a\u8463\u4e8b\u4f1a\u5c42\u9762\u7684\u9996\u8981\u4efb\u52a1\u3002","breadcrumb":{"@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/"]}]},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-15.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-15.png","width":600,"height":402,"caption":"How to Improve Client Experience in Finance"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"How to Improve Client Experience in Finance"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u6295\u8d44\u73bb\u7483","description":"\u745e\u58eb\u4e3b\u6743 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u6295\u8d44\u73bb\u7483","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u6295\u8d44\u73bb\u7483","image":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/zh\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/how-to-improve-client-experience-in-finance\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/48918","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/comments?post=48918"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/48918\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media\/48991"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media?parent=48918"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/categories?post=48918"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/tags?post=48918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}