{"id":48939,"date":"2026-02-04T15:05:02","date_gmt":"2026-02-04T14:05:02","guid":{"rendered":"https:\/\/www.investglass.com\/how-to-implement-crm-in-a-financial-firm\/"},"modified":"2026-03-02T20:50:52","modified_gmt":"2026-03-02T19:50:52","slug":"%e5%a6%82%e4%bd%95%e5%9c%a8%e9%87%91%e8%9e%8d%e5%85%ac%e5%8f%b8%e5%ae%9e%e6%96%bd-crm","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-implement-crm-in-a-financial-firm\/","title":{"rendered":"\u5982\u4f55\u5728\u91d1\u878d\u516c\u53f8\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u91d1\u878d\u516c\u53f8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5fc5\u987b\u652f\u6301\u4e25\u683c\u7684\u6cd5\u89c4\u3001\u590d\u6742\u7684\u6295\u8d44\u7ec4\u5408\u548c\u591a\u6e20\u9053\u7684\u5ba2\u6237\u6c9f\u901a\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u8054\u7cfb\u4eba\u7ba1\u7406\u3002\u6295\u8d44\u516c\u53f8\u4f5c\u4e3a\u4e00\u79cd\u7279\u6b8a\u7684\u91d1\u878d\u4e1a\u52a1\u7c7b\u578b\uff0c\u9700\u8981\u91cf\u8eab\u5b9a\u5236\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u6765\u7ba1\u7406\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u3001\u786e\u4fdd\u7b26\u5408\u6cd5\u89c4\u8981\u6c42\u5e76\u652f\u6301\u53d1\u5c55\u6218\u7565\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \u7684\u6210\u529f\u63a8\u5e7f\u59cb\u4e8e\u5408\u89c4\u3001IT \u548c\u524d\u53f0\u56e2\u961f\u8fbe\u6210\u4e00\u81f4\u7684\u660e\u786e\u76d1\u7ba1\u3001\u6536\u5165\u548c\u5ba2\u6237\u4f53\u9a8c\u76ee\u6807\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u6709\u52a9\u4e8e\u7ba1\u7406\u548c\u6539\u5584\u516c\u53f8\u4e0e\u5ba2\u6237\u548c\u6f5c\u5728\u5ba2\u6237\u7684\u6240\u6709\u4e92\u52a8\uff0c\u7ec4\u7ec7\u548c\u52a0\u5f3a\u5404\u90e8\u95e8\u4e4b\u95f4\u7684\u6c9f\u901a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u63d0\u4f9b\u745e\u58eb\u6570\u636e\u6258\u7ba1\u670d\u52a1\u7684\u91d1\u878d\u7ea7 CRM\uff0c\u5982 InvestGlass\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=\"5897\">\u6570\u5b57\u5165\u804c<\/a>, \u5bf9\u4e8e\u53d7\u76d1\u7ba1\u673a\u6784\u800c\u8a00\uff0c\u5c06 KYC \u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u6574\u5408\u5230\u4e00\u4e2a\u5e73\u53f0\u4e2d\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8c28\u614e\u7684\u6570\u636e\u8fc1\u79fb\u3001\u53d8\u66f4\u7ba1\u7406\u548c\u57fa\u4e8e\u89d2\u8272\u7684\u57f9\u8bad\u4e0e\u6280\u672f\u9009\u62e9\u540c\u6837\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6301\u7eed\u4f18\u5316\u3001\u65b0\u7684\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u548c\u5b9a\u671f\u5408\u89c4\u5ba1\u67e5\u4f7f\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0e MiFID II\u3001FINMA \u89c4\u5219\u548c GDPR \u7b49\u4e0d\u65ad\u53d1\u5c55\u7684\u6cd5\u89c4\u4fdd\u6301\u4e00\u81f4\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-why-crm-implementation-matters-in-financial-firms\">\u5bfc\u8a00\uff1a\u91d1\u878d\u4f01\u4e1a\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u91cd\u8981\u6027<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u548c\u4fdd\u9669\u4e1a\u7684\u7ade\u4e89\u7a7a\u524d\u6fc0\u70c8\u3002\u5ba2\u6237\u671f\u5f85\u5373\u65f6\u54cd\u5e94\u3001\u4e2a\u6027\u5316\u670d\u52a1\u548c\u65e0\u7f1d\u6570\u5b57\u4f53\u9a8c\u3002\u540c\u65f6\uff0c\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u3001\u4e25\u683c\u7684 KYC \u6587\u4ef6\u548c\u53ef\u8bc1\u660e\u7684\u9002\u5f53\u6027\u6d41\u7a0b\u3002\u5bf9\u4e8e\u91d1\u878d\u670d\u52a1\u516c\u53f8\u6765\u8bf4\uff0c\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e0d\u518d\u662f\u4e00\u4e2a\u53ef\u6709\u53ef\u65e0\u7684 IT \u9879\u76ee\u3002\u5b83\u5728\u6218\u7565\u4e0a\u52bf\u5728\u5fc5\u884c\uff0c\u51b3\u5b9a\u7740\u60a8\u5982\u4f55\u66f4\u597d\u5730\u670d\u52a1\u5ba2\u6237\u3001\u7ba1\u7406\u98ce\u9669\u548c\u589e\u52a0\u6536\u5165\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u4eca\uff0c\u91d1\u878d\u673a\u6784\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u3001\u4f1a\u8bae\u3001\u89c6\u9891\u901a\u8bdd\u3001\u5b89\u5168\u4fe1\u606f\u548c\u9762\u8c08\u7b49\u65b9\u5f0f\u7ba1\u7406\u7740\u6210\u5343\u4e0a\u4e07\u7684\u5ba2\u6237\u5173\u7cfb\u3002\u5982\u679c\u6ca1\u6709\u4e2d\u592e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff0c\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u5c31\u5f88\u96be\u4fdd\u6301\u5ba2\u6237\u4fe1\u606f\u7684\u4e00\u81f4\u6027\uff0c\u4e5f\u5f88\u96be\u6b63\u786e\u5b58\u50a8\u3001\u7ba1\u7406\u548c\u5206\u6790\u5ba2\u6237\u4fe1\u606f\uff0c\u800c\u5ba2\u6237\u4fe1\u606f\u662f\u4e86\u89e3\u5ba2\u6237\u884c\u4e3a\u548c\u6539\u8fdb\u4e1a\u52a1\u6d41\u7a0b\u7684\u5173\u952e\u3002\u5408\u89c4\u56e2\u961f\u7f3a\u4e4f\u4e92\u52a8\u7684\u53ef\u89c1\u6027\uff0c\u9886\u5bfc\u5c42\u4e5f\u65e0\u6cd5\u751f\u6210\u80fd\u591f\u663e\u793a\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u771f\u5b9e\u5065\u5eb7\u72b6\u51b5\u7684\u62a5\u544a\u3002\u5404\u81ea\u4e3a\u653f\u7684\u65b9\u6cd5\u4f1a\u5e26\u6765\u98ce\u9669\uff0c\u5ef6\u8bef\u5165\u804c\u65f6\u95f4\uff0c\u8ba9\u987e\u95ee\u548c\u5ba2\u6237\u90fd\u611f\u5230\u6cae\u4e27\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e13\u4e3a\u76d1\u7ba1\u673a\u6784\u6253\u9020\u7684\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\u3002\u5b83\u96c6\u6570\u5b57\u5316\u5165\u804c\u3001KYC\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u4e8e\u4e00\u4f53\u3001, <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=\"5898\">\u5e02\u573a\u8425\u9500<\/a> \u5728\u4e00\u4e2a\u73af\u5883\u4e2d\u5b9e\u73b0\u81ea\u52a8\u5316\u548c\u5ba2\u6237\u95e8\u6237\uff0c\u6240\u6709\u7cfb\u7edf\u5747\u6258\u7ba1\u5728\u745e\u58eb\u6216\u672c\u5730\u3002\u672c\u6587\u4e3a\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u5176\u4ed6\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u5b9e\u4f53\u63d0\u4f9b\u4e86\u5b9e\u7528\u7684\u5206\u6b65\u5b9e\u65bd\u6307\u5357\u3002\u65e0\u8bba\u60a8\u662f\u8981\u66ff\u6362\u65e7\u7cfb\u7edf\u8fd8\u662f\u4ece\u5934\u5f00\u59cb\u6784\u5efa\uff0c\u4ee5\u4e0b\u8def\u7ebf\u56fe\u90fd\u5c06\u5e2e\u52a9\u60a8\u5b9e\u73b0 crm \u7684\u6210\u529f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-of-a-crm-for-financial-firms\">\u91d1\u878d\u516c\u53f8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u4e3b\u8981\u529f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u91d1\u878d\u670d\u52a1\u516c\u53f8\u91cf\u8eab\u5b9a\u5236\u7684\u5f3a\u5927\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u7cfb\u7edf\u5fc5\u987b\u8d85\u8d8a\u57fa\u672c\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\uff0c\u624d\u80fd\u771f\u6b63\u652f\u6301\u4e1a\u52a1\u589e\u957f\u548c\u957f\u671f\u5ba2\u6237\u5173\u7cfb\u3002\u5408\u9002\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u53ef\u5e2e\u52a9\u91d1\u878d\u987e\u95ee\u548c\u56e2\u961f\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\u3001\u7b80\u5316\u8fd0\u8425\u6d41\u7a0b\u5e76\u786e\u4fdd\u76d1\u7ba1\u5408\u89c4\uff0c\u540c\u65f6\u4fdd\u62a4\u654f\u611f\u7684\u5ba2\u6237\u6570\u636e\u3002\u4ee5\u4e0b\u662f\u91d1\u878d\u670d\u52a1 CRM \u5e94\u5177\u5907\u7684\u57fa\u672c\u529f\u80fd\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u8054\u7cfb\u4eba\u548c\u4ea4\u6613\u7ba1\u7406<\/strong>\u91d1\u878d\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e94\u63d0\u4f9b\u4e00\u4e2a\u96c6\u4e2d\u7684\u4e2d\u5fc3\uff0c\u7528\u4e8e\u8ddf\u8e2a\u6240\u6709\u5ba2\u6237\u7684\u8be6\u7ec6\u4fe1\u606f\u3001\u8bb0\u5f55\u6bcf\u6b21\u4e92\u52a8\u3001\u5b89\u6392\u540e\u7eed\u884c\u52a8\u4ee5\u53ca\u76d1\u63a7\u4ea4\u6613\u8fdb\u5ea6\u3002\u8fd9\u6837\uff0c\u8d22\u52a1\u987e\u95ee\u5c31\u80fd\u9ad8\u6548\u5730\u7ba1\u7406\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\uff0c\u5e76\u5728\u6bcf\u4e2a\u63a5\u89e6\u70b9\u63d0\u4f9b\u65e0\u7f1d\u7684\u4e2a\u6027\u5316\u4f53\u9a8c\u3002.<\/li>\n\n\n\n<li><strong>\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316<\/strong>\u5c06\u5165\u804c\u3001\u6570\u636e\u5f55\u5165\u548c\u540e\u7eed\u63d0\u9192\u7b49\u5e38\u89c4\u4efb\u52a1\u81ea\u52a8\u5316\uff0c\u6709\u52a9\u4e8e\u91d1\u878d\u670d\u52a1\u516c\u53f8\u7b80\u5316\u8fd0\u8425\u5e76\u51cf\u5c11\u4eba\u5de5\u9519\u8bef\u3002\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u4e3a\u987e\u95ee\u4eec\u817e\u51fa\u4e86\u5b9d\u8d35\u7684\u65f6\u95f4\uff0c\u4f7f\u4ed6\u4eec\u80fd\u591f\u4e13\u6ce8\u4e8e\u5efa\u7acb\u66f4\u7262\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\u548c\u53d1\u5c55\u4e1a\u52a1\u3002.<\/li>\n\n\n\n<li><strong>\u4f4e\u4ee3\u7801\u6216\u65e0\u4ee3\u7801\u5b9a\u5236<\/strong>\u5728\u6ca1\u6709\u5927\u91cf IT \u4eba\u5458\u53c2\u4e0e\u7684\u60c5\u51b5\u4e0b\u5b9a\u5236\u5de5\u4f5c\u6d41\u7a0b\u548c\u7a0b\u5e8f\u7684\u80fd\u529b\u81f3\u5173\u91cd\u8981\u3002\u5177\u6709\u4f4e\u4ee3\u7801\u6216\u65e0\u4ee3\u7801\u5de5\u5177\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u80fd\u8ba9\u4f01\u4e1a\u7528\u6237\u5feb\u901f\u8c03\u6574\u81ea\u52a8\u5316\u89c4\u5219\u548c\u8868\u5355\uff0c\u786e\u4fdd\u7cfb\u7edf\u968f\u7740\u4e0d\u65ad\u53d8\u5316\u7684\u4e1a\u52a1\u9700\u6c42\u548c\u76d1\u7ba1\u8981\u6c42\u800c\u53d1\u5c55\u3002.<\/li>\n\n\n\n<li><strong>\u8425\u9500\u6d3b\u52a8\u7ba1\u7406<\/strong>\u6709\u6548\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u53ef\u4ee5\u5bf9\u5ba2\u6237\u8fdb\u884c\u7ec6\u5206\u3001\u8ddf\u8e2a\u8425\u9500\u6d3b\u52a8\u7684\u6548\u679c\u5e76\u63d0\u4f9b\u884c\u4e3a\u5206\u6790\uff0c\u4ece\u800c\u652f\u6301\u6709\u9488\u5bf9\u6027\u7684\u8425\u9500\u3002\u8fd9\u6837\uff0c\u4f01\u4e1a\u5c31\u80fd\u5411\u5408\u9002\u7684\u5ba2\u6237\u63d0\u4f9b\u76f8\u5173\u5185\u5bb9\u548c\u4f18\u60e0\uff0c\u63d0\u9ad8\u53c2\u4e0e\u5ea6\u548c\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/li>\n\n\n\n<li><strong>\u6570\u636e\u5206\u6790\u548c\u62a5\u544a<\/strong>\u5185\u7f6e\u7684\u5206\u6790\u548c\u62a5\u544a\u5de5\u5177\u53ef\u5e2e\u52a9\u91d1\u878d\u516c\u53f8\u4ece\u5ba2\u6237\u6570\u636e\u4e2d\u83b7\u5f97\u53ef\u884c\u7684\u89c1\u89e3\u3002\u901a\u8fc7\u6301\u7eed\u76d1\u63a7\u5173\u952e\u6307\u6807\uff0c\u516c\u53f8\u53ef\u4ee5\u505a\u51fa\u6570\u636e\u9a71\u52a8\u578b\u51b3\u7b56\uff0c\u4f18\u5316\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6295\u8d44\uff0c\u5e76\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u4e1a\u52a1\u6210\u679c\u3002.<\/li>\n\n\n\n<li><strong>\u5b89\u5168\u548c\u6570\u636e\u4fdd\u62a4<\/strong>\u5728\u91d1\u878d\u884c\u4e1a\uff0c\u4fdd\u62a4\u5ba2\u6237\u6570\u636e\u662f\u4e0d\u5bb9\u5546\u91cf\u7684\u3002\u91d1\u878d CRM \u5fc5\u987b\u63d0\u4f9b\u5f3a\u5927\u7684\u5b89\u5168\u529f\u80fd\uff0c\u5982\u52a0\u5bc6\u3001\u591a\u56e0\u7d20\u8eab\u4efd\u9a8c\u8bc1\u548c\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u63a7\u5236\uff0c\u4ee5\u786e\u4fdd\u654f\u611f\u4fe1\u606f\u5b89\u5168\u5e76\u7b26\u5408\u76d1\u7ba1\u6807\u51c6\u3002.<\/li>\n\n\n\n<li><strong>\u4e92\u8865\u6027\u8f6f\u4ef6\u96c6\u6210<\/strong>\u4e0e\u4f1a\u8ba1\u8f6f\u4ef6\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5e73\u53f0\u548c\u901a\u4fe1\u7cfb\u7edf\u7b49\u73b0\u6709\u5de5\u5177\u7684\u65e0\u7f1d\u96c6\u6210\u53ef\u786e\u4fdd\u5ba2\u6237\u4fe1\u606f\u5728\u6574\u4e2a\u7ec4\u7ec7\u5185\u987a\u7545\u6d41\u52a8\u3002\u8fd9\u51cf\u5c11\u4e86\u64cd\u4f5c\u4e0a\u7684\u6469\u64e6\uff0c\u5e76\u63d0\u4f9b\u4e86\u6bcf\u4e2a\u5ba2\u6237\u5173\u7cfb\u7684\u7edf\u4e00\u89c6\u56fe\u3002.<\/li>\n\n\n\n<li><strong>\u7ebf\u7d22\u7ba1\u7406<\/strong>\u6709\u6548\u7684\u6f5c\u5728\u5ba2\u6237\u7ba1\u7406\u529f\u80fd\u6709\u52a9\u4e8e\u6355\u6349\u3001\u5206\u7c7b\u548c\u8ddf\u8e2a\u6765\u81ea\u5404\u79cd\u6e20\u9053\u7684\u6f5c\u5728\u5ba2\u6237\uff0c\u5305\u62ec\u63a8\u8350\u3001\u6d3b\u52a8\u548c\u6570\u5b57\u8425\u9500\u3002\u81ea\u52a8\u6f5c\u5728\u5ba2\u6237\u57f9\u80b2\u548c\u667a\u80fd\u8def\u7531\u53ef\u786e\u4fdd\u4e0d\u9519\u5931\u4efb\u4f55\u673a\u4f1a\uff0c\u5e76\u53ca\u65f6\u4e0e\u65b0\u5ba2\u6237\u5efa\u7acb\u8054\u7cfb\u3002.<\/li>\n\n\n\n<li><strong>\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/strong>\u8d22\u52a1\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5e94\u63d0\u4f9b\u6bcf\u4e2a\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u7684\u5168\u9762\u89c6\u56fe\uff0c\u5305\u62ec\u6295\u8d44\u6301\u80a1\u3001\u98ce\u9669\u627f\u53d7\u80fd\u529b\u548c\u8d22\u52a1\u76ee\u6807\u3002\u8fd9\u4f7f\u987e\u95ee\u80fd\u591f\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u5efa\u8bae\uff0c\u5e76\u76d1\u63a7\u5ba2\u6237\u5728\u5b9e\u73b0\u76ee\u6807\u65b9\u9762\u7684\u8fdb\u5c55\u3002.<\/li>\n\n\n\n<li><strong>\u5408\u89c4\u652f\u6301<\/strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5fc5\u987b\u901a\u8fc7\u7ef4\u62a4\u8be6\u7ec6\u8bb0\u5f55\u3001\u8ddf\u8e2a\u4ea4\u6613\u548c\u751f\u6210\u91d1\u878d\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u7684\u62a5\u544a\u6765\u4fc3\u8fdb\u5408\u89c4\u6027\u3002\u8fd9\u53ef\u786e\u4fdd\u4f01\u4e1a\u80fd\u591f\u8bc1\u660e\u5176\u9075\u5b88\u4e86\u884c\u4e1a\u6807\u51c6\uff0c\u5e76\u5bf9\u5ba1\u8ba1\u505a\u51fa\u6709\u6548\u56de\u5e94\u3002.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u6574\u5408\u8fd9\u4e9b\u5173\u952e\u529f\u80fd\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 CRM \u6210\u4e3a\u91d1\u878d\u4e1a\u4e1a\u52a1\u589e\u957f\u7684\u5f3a\u5927\u5f15\u64ce\u3002\u6295\u8d44\u6b63\u786e\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u7684\u91d1\u878d\u670d\u52a1\u516c\u53f8\u53ef\u4ee5\u7b80\u5316\u5de5\u4f5c\u6d41\u7a0b\uff0c\u6539\u5584\u5ba2\u6237\u5173\u7cfb\uff0c\u5e76\u6301\u7eed\u76d1\u63a7\u5176\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6218\u7565\uff0c\u4ee5\u4e0d\u65ad\u53d6\u5f97\u6210\u529f\u3002\u6700\u7ec8\uff0c\u4e00\u4e2a\u5b9e\u65bd\u826f\u597d\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5c06\u4e3a\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u3001\u52a0\u5f3a\u5408\u89c4\u6027\u548c\u5b9e\u73b0\u53ef\u6301\u7eed\u7684\u4e1a\u52a1\u7ee9\u6548\u5960\u5b9a\u57fa\u7840\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-1-define-clear-crm-objectives-for-your-financial-firm\">\u6b65\u9aa4 1\uff1a\u4e3a\u91d1\u878d\u516c\u53f8\u786e\u5b9a\u660e\u786e\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u76ee\u6807<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u9009\u62e9\u8f6f\u4ef6\u6216\u5f00\u59cb\u8fc1\u79fb\u6570\u636e\u4e4b\u524d\uff0c\u60a8\u9700\u8981\u786e\u5b9a\u6210\u529f\u7684\u6837\u5b50\u3002\u76ee\u6807\u5fc5\u987b\u5177\u4f53\u4e14\u53ef\u8861\u91cf\u3002\u4f8b\u5982\uff0c\u5c06\u5165\u804c\u65f6\u95f4\u4ece 10 \u5929\u7f29\u77ed\u5230 48 \u5c0f\u65f6\uff0c\u5728 2025 \u5e74\u5c06\u4ea4\u53c9\u9500\u552e\u7387\u63d0\u9ad8 20%\uff0c\u6216\u5c06\u5ba2\u6237\u8bf7\u6c42\u7684\u9996\u6b21\u54cd\u5e94\u65f6\u95f4\u4ece 48 \u5c0f\u65f6\u7f29\u77ed\u5230 4 \u5c0f\u65f6\u4ee5\u5185\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u516c\u53f8\u7684\u5178\u578b\u76ee\u6807\u5305\u62ec<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u6807\u7c7b\u522b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u6807\u793a\u4f8b<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5408\u89c4\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5c06 \"\u4e86\u89e3\u4f60\u7684\u5ba2\u6237 \"\u548c \"\u53cd\u6d17\u94b1 \"\u7684\u5b8c\u6574\u6027\u63d0\u9ad8\u5230 100%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6548\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6574\u5408\u591a\u4e2a\u9884\u8ba2\u4e2d\u5fc3\u7684\u5ba2\u6237\u6570\u636e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u751f\u4ea7\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5c06\u6bcf\u4f4d\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u7684\u987e\u95ee\u5de5\u4f5c\u6548\u7387\u63d0\u9ad8 25%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6536\u5165<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u901a\u8fc7\u66f4\u597d\u7684\u7ebf\u7d22\u7ba1\u7406\u589e\u52a0\u94b1\u5305\u4efd\u989d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u4f53\u9a8c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u63d0\u9ad8\u5ba2\u6237\u548c\u987e\u5ba2\u6ee1\u610f\u5ea6<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5236\u5b9a\u76ee\u6807\u65f6\uff0c\u5e94\u4e0e\u76d1\u7ba1\u6846\u67b6\u4fdd\u6301\u4e00\u81f4\uff0c\u5982\u745e\u58eb\u7684 FINMA \u901a\u544a\u3001\u6b27\u76df\u7684 MiFID II \u4ee5\u53ca\u7f8e\u56fd\u8bc1\u5238\u4ea4\u6613\u59d4\u5458\u4f1a\u9488\u5bf9\u7f8e\u56fd\u6ce8\u518c\u6295\u8d44\u987e\u95ee\u7684\u89c4\u5219\u3002\u60a8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6218\u7565\u5fc5\u987b\u4ece\u4e00\u5f00\u59cb\u5c31\u652f\u6301\u76d1\u7ba1\u8981\u6c42\uff0c\u800c\u4e0d\u662f\u4e8b\u540e\u624d\u8003\u8651\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ba9\u524d\u53f0\u3001\u5408\u89c4\u56e2\u961f\u3001\u98ce\u9669\u3001\u8fd0\u8425\u548c IT \u90e8\u95e8\u53c2\u4e0e\u4e00\u7cfb\u5217\u7b80\u77ed\u7684\u7814\u8ba8\u4f1a\uff0c\u5c31\u4e09\u5230\u4e94\u4e2a\u4e3b\u8981\u7684 CRM \u6210\u679c\u8fbe\u6210\u4e00\u81f4\u3002\u8fd9\u79cd\u8de8\u804c\u80fd\u7684\u534f\u8c03\u53ef\u786e\u4fdd\u6bcf\u4e2a\u4eba\u90fd\u7ad9\u5728\u540c\u4e00\u6761\u6218\u7ebf\u4e0a\uff0c\u51cf\u5c11\u63a8\u5e7f\u8fc7\u7a0b\u4e2d\u7684\u963b\u529b\u3002\u5728\u5b9e\u65bd\u524d\u786e\u5b9a\u6210\u529f\u6307\u6807\uff0c\u4f8b\u5982\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7b2c\u4e00\u65f6\u95f4\u54cd\u5e94\u5ba2\u6237\u8981\u6c42<\/li>\n\n\n\n<li>\u9002\u5408\u6027\u6587\u4ef6\u7684\u5b8c\u6574\u6027<\/li>\n\n\n\n<li>\u81ea\u52a8\u5316\u6d41\u7a0b\u7684\u767e\u5206\u6bd4<\/li>\n\n\n\n<li>\u6309\u90e8\u95e8\u5206\u5217\u7684\u7528\u6237\u91c7\u7528\u7387<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-2-map-current-client-journeys-and-compliance-workflows\">\u6b65\u9aa4 2\uff1a\u7ed8\u5236\u5f53\u524d\u5ba2\u6237\u65c5\u7a0b\u548c\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\u56fe<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u914d\u7f6e\u4efb\u4f55\u65b0\u7cfb\u7edf\u4e4b\u524d\uff0c\u4e86\u89e3\u8d35\u516c\u53f8\u7684\u73b0\u72b6\u81f3\u5173\u91cd\u8981\u3002\u8fd9\u4e00\u6b65\u9700\u8981\u8bb0\u5f55\u8d35\u516c\u53f8\u76ee\u524d\u7684\u5b9e\u9645\u8fd0\u884c\u60c5\u51b5\uff0c\u800c\u4e0d\u662f\u60a8\u8ba4\u4e3a\u7684\u8fd0\u884c\u60c5\u51b5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u7ed8\u5236\u5173\u952e\u5ba2\u6237\u4e92\u52a8\u7684\u7aef\u5230\u7aef\u6d41\u7a0b\u5f00\u59cb\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5165\u804c\u79c1\u4eba\u94f6\u884c\u5ba2\u6237\uff1a<\/strong> \u4ece\u521d\u6b21\u89c1\u9762\u5230\u8d26\u6237\u6fc0\u6d3b\uff0c\u5305\u62ec\u6587\u4ef6\u6536\u96c6\u3001\u98ce\u9669\u5206\u6790\u548c\u5408\u89c4\u5ba1\u6279<\/li>\n\n\n\n<li><strong>\u5f00\u8bbe\u6295\u8d44\u8d26\u6237\uff1a<\/strong> \u6db5\u76d6\u4ea7\u54c1\u9009\u62e9\u3001\u9002\u5b9c\u6027\u8bc4\u4f30\u548c\u76d1\u7ba1\u62ab\u9732<\/li>\n\n\n\n<li><strong>\u6279\u51c6\u8d37\u6b3e\uff1a<\/strong> \u5305\u62ec\u4fe1\u7528\u68c0\u67e5\u3001\u62b5\u62bc\u54c1\u8bc4\u4f30\u548c\u59d4\u5458\u4f1a\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b<\/li>\n\n\n\n<li><strong>\u5904\u7406\u9002\u5b9c\u6027\u5ba1\u67e5\uff1a<\/strong> \u8bb0\u5f55\u5982\u4f55\u7ba1\u7406\u5b9a\u671f\u7684 KYC \u66f4\u65b0\u548c\u6295\u8d44\u9002\u5f53\u6027\u68c0\u67e5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6355\u6349\u6240\u6709\u63a5\u89e6\u70b9\uff0c\u5982\u5173\u7cfb\u7ecf\u7406\u4f1a\u8bae\u3001\u7535\u5b50\u90ae\u4ef6\u5f80\u6765\u3001\u6587\u4ef6\u6536\u96c6\u3001\u4fe1\u7528\u68c0\u67e5\u548c\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\u3002\u67e5\u770b\u60a8\u7684 2024 \u5e74\u5de5\u4f5c\u6d41\u7a0b\uff0c\u786e\u5b9a\u54ea\u4e9b\u4eba\u5de5\u6b65\u9aa4\u4f1a\u4ea7\u751f\u98ce\u9669\u6216\u5ef6\u8bef\u3002\u5e38\u89c1\u7684\u75db\u70b9\u5305\u62ec\u5ba2\u6237\u98ce\u9669\u6982\u51b5\u7535\u5b50\u8868\u683c\u3001\u7eb8\u8d28\u7b7e\u540d\u3001\u4eba\u5de5\u5236\u88c1\u68c0\u67e5\u4ee5\u53ca\u8de8\u7cfb\u7edf\u7684\u91cd\u590d\u6570\u636e\u5f55\u5165\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6807\u8bb0\u9002\u7528\u6cd5\u89c4\u7684\u8981\u70b9\uff0c\u5982\u8d22\u5bcc\u6765\u6e90\u9a8c\u8bc1\u3001\u4ea4\u6613\u76d1\u63a7\u9608\u503c\u548c\u6295\u8d44\u9002\u5f53\u6027\u68c0\u67e5\u3002\u8fd9\u79cd\u6620\u5c04\u53ef\u786e\u4fdd\u60a8\u7684\u65b0 crm \u80fd\u591f\u5728\u8bbe\u8ba1\u4e0a\u652f\u6301\u5408\u89c4\u6027\uff0c\u800c\u4e0d\u662f\u4e8b\u540e\u9644\u52a0\u63a7\u5236\u63aa\u65bd\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-3-choose-a-financial-grade-crm-platform\">\u6b65\u9aa4 3\uff1a\u9009\u62e9\u91d1\u878d\u7ea7 CRM \u5e73\u53f0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5728\u91d1\u878d\u670d\u52a1\u9886\u57df\u7ecf\u5e38\u5931\u8d25\uff0c\u56e0\u4e3a\u5b83\u4eec\u7f3a\u4e4f KYC\u3001\u6295\u8d44\u7ec4\u5408\u548c\u76d1\u7ba1\u529f\u80fd\u3002\u5b83\u4eec\u65e0\u6cd5\u6ee1\u8db3\u5f53\u5730\u6570\u636e\u4e3b\u6743\u7684\u671f\u671b\uff0c\u4e5f\u65e0\u6cd5\u63d0\u4f9b\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u3002\u9009\u62e9\u5408\u9002\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5c06\u5f71\u54cd\u516c\u53f8\u591a\u5e74\u7684\u8fd0\u8425\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9074\u9009\u6807\u51c6\u5e94\u5305\u62ec<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u8981\u6c42<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4e3a\u4f55\u91cd\u8981<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u5b57\u5316\u5165\u804c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u51cf\u5c11\u5ba2\u6237\u6d41\u5931\uff0c\u52a0\u5feb\u5f00\u6237\u901f\u5ea6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \u548c AML \u5de5\u4f5c\u6d41\u7a0b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u786e\u4fdd\u4ece\u4e00\u5f00\u59cb\u5c31\u9075\u5b88\u6cd5\u89c4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8ba9\u987e\u95ee\u4e86\u89e3\u6301\u6709\u60c5\u51b5\u548c\u9002\u7528\u6027<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u52a0\u5f3a\u5ba2\u6237\u53c2\u4e0e\u548c\u81ea\u52a9\u670d\u52a1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8425\u9500\u81ea\u52a8\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b9e\u73b0\u6709\u9488\u5bf9\u6027\u7684\u6d3b\u52a8\u548c\u5ba2\u6237\u6c9f\u901a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba1\u8ba1\u8ddf\u8e2a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u652f\u6301\u76d1\u7ba1\u68c0\u67e5\u548c\u5185\u90e8\u5ba1\u67e5<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u4fdd\u62a4\u8981\u6c42\u540c\u6837\u91cd\u8981\u3002\u8bf7\u6ce8\u610f\u745e\u58eb\u6570\u636e\u6258\u7ba1\u6216\u9884\u7f6e\u90e8\u7f72\u3001\u9759\u6001\u548c\u4f20\u8f93\u52a0\u5bc6\u3001\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u63a7\u5236\u4ee5\u53ca\u8be6\u7ec6\u7684\u5ba1\u8ba1\u65e5\u5fd7\u3002\u8fd9\u4e9b\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u529f\u80fd\u53ef\u4fdd\u62a4\u5ba2\u6237\u4fe1\u606f\uff0c\u5e76\u5411\u76d1\u7ba1\u673a\u6784\u8bc1\u660e\u60a8\u5bf9\u6570\u636e\u5b89\u5168\u7684\u91cd\u89c6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e13\u4e3a\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6253\u9020\u3002\u5b83\u63d0\u4f9b\u745e\u58eb\u6570\u636e\u4e3b\u6743\u3001\u96c6\u6210\u7684\u6295\u8d44\u7ec4\u5408\u5de5\u5177\u3001\u81ea\u52a8\u9002\u5b9c\u6027\u68c0\u67e5\u4ee5\u53ca\u5728\u79c1\u6709\u4e91\u6216\u516c\u53f8\u5185\u90e8\u8fd0\u884c\u7684\u7075\u6d3b\u6027\u3002\u4e0e\u9700\u8981\u5e7f\u6cdb\u5b9a\u5236\u7684\u4e00\u822c crm \u8f6f\u4ef6\u4e0d\u540c\uff0cInvestGlass \u968f\u9644\u91d1\u878d\u670d\u52a1\u5de5\u4f5c\u6d41\u7a0b\uff0c\u53ef\u968f\u65f6\u914d\u7f6e\uff0c\u4f7f\u987e\u95ee\u80fd\u591f\u5b9a\u5236\u548c\u8c03\u6574\u7cfb\u7edf\uff0c\u4ee5\u9002\u5e94\u5176\u7279\u5b9a\u7684\u5de5\u4f5c\u6d41\u7a0b\u548c\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u89c4\u5b9a\u65f6\u95f4\u5185\u8fd0\u884c\u7ed3\u6784\u5316\u8bc4\u4f30\u6d41\u7a0b\uff0c\u4f8b\u5982\u5728 2026 \u5e74\u7b2c\u4e09\u5b63\u5ea6\u8fdb\u884c\u4e3a\u671f\u4e09\u4e2a\u6708\u7684\u6982\u5ff5\u9a8c\u8bc1\u3002\u4f7f\u7528\u771f\u5b9e\u7684\u5ba2\u6237\u6570\u636e\u6a21\u677f\u548c\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\u6837\u672c\uff0c\u800c\u4e0d\u662f\u62bd\u8c61\u7684\u6f14\u793a\u3002\u8fd9\u79cd\u65b9\u6cd5\u53ef\u4ee5\u63ed\u793a crm \u5e73\u53f0\u5982\u4f55\u5904\u7406\u60a8\u7684\u7279\u5b9a\u4e1a\u52a1\u6d41\u7a0b\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-13.png\" alt=\"\u5982\u4f55\u5728\u91d1\u878d\u516c\u53f8\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\" class=\"wp-image-48988\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-13.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-13-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-13-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-4-design-your-data-model-and-integration-architecture\">\u7b2c 4 \u6b65\uff1a\u8bbe\u8ba1\u6570\u636e\u6a21\u578b\u548c\u96c6\u6210\u67b6\u6784<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u516c\u53f8\u901a\u5e38\u62e5\u6709\u5206\u6563\u5728\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u3001\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u3001\u8f6c\u8d26\u4ee3\u7406\u5e73\u53f0\u548c\u7535\u5b50\u90ae\u4ef6\u670d\u52a1\u5668\u4e0a\u7684\u96f6\u6563\u6570\u636e\u3002\u8981\u6210\u529f\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u5c31\u5fc5\u987b\u5c06\u8fd9\u4e9b\u4fe1\u606f\u7edf\u4e00\u5230\u4e00\u4e2a\u8fde\u8d2f\u7684\u6570\u636e\u6a21\u578b\u4e2d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u6a21\u578b\u5e94\u6db5\u76d6\u5173\u952e\u5b9e\u4f53\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5ba2\u6237\uff08\u4e2a\u4eba\u3001\u5bb6\u5ead\u3001\u6cd5\u5f8b\u5b9e\u4f53\uff09<\/li>\n\n\n\n<li>\u6295\u8d44\u7ec4\u5408\uff08\u5168\u6743\u59d4\u6258\u3001\u54a8\u8be2\u8d26\u6237\u3001\u793a\u8303\u6295\u8d44\u7ec4\u5408\uff09<\/li>\n\n\n\n<li>\u4ea7\u54c1\uff08\u6295\u8d44\u4ea7\u54c1\u3001\u8d37\u6b3e\u3001\u4fdd\u9669\uff09<\/li>\n\n\n\n<li>\u98ce\u9669\u72b6\u51b5\u548c\u6295\u8d44\u76ee\u6807<\/li>\n\n\n\n<li>KYC \u8bb0\u5f55\u548c\u5408\u89c4\u6587\u4ef6<\/li>\n\n\n\n<li>\u4e92\u52a8\uff08\u4f1a\u8bae\u3001\u7535\u8bdd\u3001\u7535\u5b50\u90ae\u4ef6\u3001\u6587\u4ef6\u4ea4\u6362\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u89c4\u5212\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5982\u4f55\u901a\u8fc7\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u6216\u57fa\u4e8e\u6587\u4ef6\u7684\u63a5\u53e3\u4e0e\u73b0\u6709\u5de5\u5177\u8fde\u63a5\u3002\u5e38\u89c1\u7684\u96c6\u6210\u5305\u62ec\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5e73\u53f0\u3001\u8ba2\u5355\u7ba1\u7406\u7cfb\u7edf\u3001\u4f1a\u8ba1\u8f6f\u4ef6\u548c\u7535\u5b50\u7b7e\u540d\u5de5\u5177\u3002\u6bcf\u4e2a\u96c6\u6210\u90fd\u5fc5\u987b\u7ecf\u8fc7\u7cbe\u5fc3\u8bbe\u8ba1\uff0c\u4ee5\u786e\u4fdd\u5ba2\u6237\u6570\u636e\u6b63\u786e\u3001\u5b89\u5168\u5730\u6d41\u52a8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5efa\u7acb\u8de8\u7cfb\u7edf\u7684\u5355\u4e00\u5ba2\u6237\u6807\u8bc6\u7b26\uff0c\u4ee5\u4fbf\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u5bf9 2015 \u5e74\u4ee5\u6765\u7684\u5934\u5bf8\u3001\u4ea4\u6613\u548c\u6587\u4ef6\u8fdb\u884c\u4e00\u81f4\u7684\u5339\u914d\u3002\u8fd9\u79cd\u7edf\u4e00\u7684\u89c6\u56fe\u5bf9\u4e8e\u4e86\u89e3\u957f\u671f\u5ba2\u6237\u5173\u7cfb\u548c\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ba9\u6570\u636e\u67b6\u6784\u5e08\u53c2\u4e0e\u8fdb\u6765\uff0c\u786e\u5b9a\u6bcf\u79cd\u6570\u636e\u7c7b\u578b\u7684\u4e3b\u8981\u6765\u6e90\u662f\u54ea\u4e2a\u7cfb\u7edf\u3002\u4f8b\u5982\uff0c\u5934\u5bf8\u53ef\u80fd\u6bcf\u5929\u6765\u81ea\u6295\u8d44\u7ec4\u5408\u5f15\u64ce\uff0c\u800c\u8054\u7cfb\u4fe1\u606f\u5219\u6765\u81ea\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7684\u5b9e\u65f6\u66f4\u65b0\u3002\u660e\u786e\u7684\u6570\u636e\u6240\u6709\u6743\u53ef\u9632\u6b62\u51b2\u7a81\u5e76\u786e\u4fdd\u6570\u636e\u8d28\u91cf\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"\u5b8c\u5168\u7075\u6d3b\u7684 CRM InvestGlass\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u5b8c\u5168\u7075\u6d3b\u7684 CRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-5-plan-and-execute-secure-data-migration\">\u6b65\u9aa4 5\uff1a\u8ba1\u5212\u5e76\u6267\u884c\u5b89\u5168\u6570\u636e\u8fc1\u79fb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u8fc1\u79fb\u4e0d\u5f53\u662f\u91d1\u878d\u673a\u6784\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u9879\u76ee\u5931\u8d25\u7684\u4e3b\u8981\u539f\u56e0\u4e4b\u4e00\u3002\u4ece\u9057\u7559\u7cfb\u7edf\u8fc1\u79fb\u6570\u636e\u9700\u8981\u7cbe\u5fc3\u89c4\u5212\u3001\u4e25\u683c\u6e05\u7406\u548c\u5f3a\u5927\u7684\u5b89\u5168\u63a7\u5236\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u9057\u4ea7\u6765\u6e90\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Excel \u8054\u7cfb\u4eba\u5217\u8868\u548c\u7535\u5b50\u8868\u683c<\/li>\n\n\n\n<li>\u65e7\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u8054\u7cfb\u4eba\u6570\u636e\u5e93<\/li>\n\n\n\n<li>\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u51fa\u53e3<\/li>\n\n\n\n<li>\u672c\u5730\u5730\u5740\u7c3f\u548c\u7535\u5b50\u90ae\u4ef6\u8054\u7cfb\u4eba<\/li>\n\n\n\n<li>KYC \u50a8\u5b58\u5e93\u548c\u6587\u4ef6\u7ba1\u7406\u7cfb\u7edf<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8fc1\u79fb\u6570\u636e\u4e4b\u524d\uff0c\u7ec4\u7ec7\u6570\u636e\u6e05\u7406\u7814\u8ba8\u4f1a\uff0c\u4ee5\u4fbf<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5220\u9664\u91cd\u590d\u8bb0\u5f55\u5e76\u5408\u5e76\u540c\u4e00\u5ba2\u6237\u7684\u8bb0\u5f55<\/li>\n\n\n\n<li>\u66f4\u6b63\u8fc7\u65f6\u7684\u5730\u5740\u548c\u8054\u7cfb\u65b9\u5f0f<\/li>\n\n\n\n<li>\u5173\u95ed\u4e0d\u518d\u9700\u8981\u79ef\u6781\u7ba1\u7406\u7684\u4f11\u7720\u5173\u7cfb<\/li>\n\n\n\n<li>\u5c06\u98ce\u9669\u8bc4\u7ea7\u3001\u6295\u8d44\u76ee\u6807\u548c\u5ba2\u6237\u7ec6\u5206\u7b49\u9886\u57df\u6807\u51c6\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u91c7\u7528\u5206\u9636\u6bb5\u8fc1\u79fb\u65b9\u6cd5\u3002\u4ece\u8bd5\u70b9\u90e8\u5206\u5f00\u59cb\uff0c\u4f8b\u5982\u5728 2026 \u5e74 5 \u6708\u8fc1\u79fb\u4e00\u4e2a\u5730\u533a\u6216\u6709\u9650\u7684\u5ba2\u6237\u3002\u9a8c\u8bc1\u7ed3\u679c\uff0c\u89e3\u51b3\u95ee\u9898\uff0c\u7136\u540e\u5411\u5168\u90e8\u5ba2\u6237\u7fa4\u63a8\u5e7f\u3002\u8fd9\u79cd\u65b9\u6cd5\u53ef\u964d\u4f4e\u98ce\u9669\uff0c\u5e76\u5141\u8bb8\u60a8\u5728\u4f01\u4e1a\u5168\u9762\u542f\u52a8\u524d\u5b8c\u5584\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fc1\u79fb\u8fc7\u7a0b\u4e2d\u7684\u5b89\u5168\u6027\u81f3\u5173\u91cd\u8981\u3002\u5bf9\u4f20\u8f93\u4e2d\u548c\u9759\u6b62\u7684\u6240\u6709\u6587\u4ef6\u8fdb\u884c\u52a0\u5bc6\u3002\u9650\u5236\u8fc1\u79fb\u56e2\u961f\u7684\u8bbf\u95ee\u6743\u9650\u3002\u4e0a\u7ebf\u540e\uff0c\u786e\u8ba4\u5b89\u5168\u5220\u9664\u4e34\u65f6\u526f\u672c\u3002\u8fd9\u4e9b\u63a7\u5236\u63aa\u65bd\u65e2\u80fd\u4fdd\u62a4\u5ba2\u6237\u4fe1\u606f\uff0c\u53c8\u80fd\u4f53\u73b0\u60a8\u5bf9\u6570\u636e\u4fdd\u62a4\u7684\u627f\u8bfa\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-6-configure-crm-for-onboarding-kyc-and-portfolio-management\">\u7b2c 6 \u6b65\uff1a\u4e3a\u5165\u804c\u3001KYC \u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u914d\u7f6e CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u914d\u7f6e\u662f\u4f7f crm \u89e3\u51b3\u65b9\u6848\u9002\u5408\u60a8\u7684\u8d22\u52a1\u4e1a\u52a1\u7684\u5177\u4f53\u6b65\u9aa4\u3002\u8fd9\u4e00\u6b65\u9aa4\u5305\u62ec\u4e0e\u60a8\u7684\u8fd0\u8425\u6a21\u5f0f\u76f8\u5339\u914d\u7684\u8868\u5355\u3001\u5de5\u4f5c\u6d41\u7a0b\u548c\u81ea\u52a8\u5316\u89c4\u5219\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6570\u5b57\u5316\u5165\u804c\u6d41\u7a0b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u5ba2\u6237\u4fe1\u606f\u6536\u96c6\u3001\u6587\u4ef6\u4e0a\u4f20\u3001\u7535\u5b50\u7b7e\u540d\u548c KYC \u81ea\u52a8\u68c0\u67e5\u8bbe\u7f6e\u5728\u7ebf\u8868\u683c\u3002\u4e3a\u4e2a\u4eba\u3001\u516c\u53f8\u548c\u4fe1\u6258\u516c\u53f8\u521b\u5efa\u4e0d\u540c\u7684\u6d41\u7a0b\uff0c\u6bcf\u4e2a\u6d41\u7a0b\u90fd\u6709\u76f8\u5e94\u7684\u5b57\u6bb5\u548c\u5408\u89c4\u8981\u6c42\u3002\u7cbe\u5fc3\u8bbe\u8ba1\u7684\u5165\u804c\u6d41\u7a0b\u53ef\u5c06\u5ba2\u6237\u6d41\u5931\u7387\u964d\u4f4e 40%\uff0c\u5e76\u663e\u8457\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>KYC \u95ee\u5377<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u521b\u5efa\u7b26\u5408\u5185\u90e8\u653f\u7b56\u7684\u6807\u51c6\u5316 KYC \u95ee\u5377\u3002\u5305\u62ec\u8d22\u5bcc\u6765\u6e90\u95ee\u9898\u3001\u653f\u6cbb\u516c\u4f17\u4eba\u7269\u68c0\u67e5\u548c\u98ce\u9669\u8bc4\u5206\u903b\u8f91\u3002\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u4e2d\u5c06\u5176\u4f5c\u4e3a\u6a21\u677f\u5b9e\u65bd\uff0c\u8fd9\u6837\u5408\u89c4\u56e2\u961f\u5c31\u80fd\u6839\u636e\u6cd5\u89c4\u7684\u53d8\u5316\u8f7b\u677e\u66f4\u65b0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6295\u8d44\u7ec4\u5408\u4e00\u4f53\u5316<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fde\u63a5\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\uff0c\u4f7f\u987e\u95ee\u53ef\u4ee5\u76f4\u63a5\u5728\u5ba2\u6237\u8bb0\u5f55\u4e2d\u67e5\u770b\u6301\u80a1\u3001\u4e1a\u7ee9\u548c\u9002\u5408\u6027\u6807\u5fd7\u3002\u5b9e\u4f8b\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u80a1\u7968\u548c\u503a\u5238\u6295\u8d44\u7ec4\u5408<\/li>\n\n\n\n<li>\u5177\u6709\u7279\u5b9a\u6295\u8d44\u51c6\u5219\u7684\u5168\u6743\u59d4\u6258<\/li>\n\n\n\n<li>\u4e0d\u540c\u98ce\u9669\u627f\u53d7\u80fd\u529b\u7684\u6295\u8d44\u7ec4\u5408\u6a21\u578b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u914d\u7f6e\u53ef\u89c6\u5316\u5de5\u4f5c\u6d41\u3001\u65e0\u4ee3\u7801\u81ea\u52a8\u5316\u548c\u5ba1\u6279\u94fe\u3002\u4f8b\u5982\uff0c\u53ef\u8981\u6c42\u5408\u89c4\u4eba\u5458\u5728\u8d26\u6237\u6fc0\u6d3b\u524d\u6279\u51c6\u9ad8\u98ce\u9669\u5ba2\u6237\u6216\u590d\u6742\u4ea7\u54c1\u3002\u8fd9\u79cd\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u53ef\u786e\u4fdd\u4e1a\u52a1\u89c4\u5219\u5f97\u5230\u4e00\u81f4\u5e94\u7528\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-7-build-client-communication-marketing-and-service-processes\">\u6b65\u9aa4 7\uff1a\u5efa\u7acb\u5ba2\u6237\u6c9f\u901a\u3001\u8425\u9500\u548c\u670d\u52a1\u6d41\u7a0b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u59cb\u7ec8\u5982\u4e00\u3001\u6709\u636e\u53ef\u67e5\u7684\u6c9f\u901a\u5bf9\u4e8e\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u76d1\u7ba1\u8bc1\u636e\u90fd\u81f3\u5173\u91cd\u8981\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e94\u8bb0\u5f55\u6bcf\u6b21\u4e92\u52a8\uff0c\u4e3a\u6bcf\u79cd\u5173\u7cfb\u521b\u5efa\u5b8c\u6574\u7684\u6c9f\u901a\u5386\u53f2\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u914d\u7f6e\u7535\u5b50\u90ae\u4ef6\u6a21\u677f\u3001\u4f1a\u8bae\u8bae\u7a0b\u548c\u901a\u8bdd\u8bb0\u5f55\uff0c\u4ee5\u4fbf\u8bb0\u5f55\u6bcf\u6b21\u8054\u7cfb\u3002\u5305\u62ec\u89c6\u9891\u4f1a\u8bae\u548c\u5b89\u5168\u4fe1\u606f\u7b49\u6e20\u9053\u3002\u8fd9\u4e9b\u6587\u6863\u53ef\u652f\u6301\u76d1\u7ba1\u5ba1\u8ba1\uff0c\u5e76\u5e2e\u52a9\u5173\u7cfb\u7ecf\u7406\u5728\u540c\u4e8b\u4e0d\u5728\u65f6\u4fdd\u6301\u8fde\u7eed\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7ec6\u5206\u548c\u5b9a\u4f4d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528\u7ec6\u5206\u6765\u521b\u5efa\u7ec4\u522b\uff0c\u4f8b\u5982<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u745e\u58eb\u7684\u9ad8\u51c0\u503c\u4eba\u58eb<\/li>\n\n\n\n<li>\u4e2d\u4e1c\u7684\u5bb6\u65cf\u529e\u516c\u5ba4<\/li>\n\n\n\n<li>\u6b27\u76df\u7684\u5927\u4f17\u5bcc\u88d5\u5ba2\u6237<\/li>\n\n\n\n<li>\u5bf9\u7279\u5b9a\u4ea7\u54c1\u611f\u5174\u8da3\u7684\u673a\u6784\u6295\u8d44\u8005<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u7ec6\u5206\uff0c\u53ef\u4ee5\u5f00\u5c55\u6709\u9488\u5bf9\u6027\u7684\u6d3b\u52a8\uff0c\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u4ea7\u54c1\uff0c\u4e0e\u6bcf\u4e2a\u5ba2\u6237\u7fa4\u4f53\u4ea7\u751f\u5171\u9e23\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8425\u9500\u81ea\u52a8\u5316<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u7528\u8425\u9500\u81ea\u52a8\u5316\u529f\u80fd\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6bcf\u5b63\u5ea6\u81ea\u52a8\u53d1\u9001\u6295\u8d44\u5c55\u671b<\/li>\n\n\n\n<li>\u5728\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\u524d\u89e6\u53d1\u63d0\u9192<\/li>\n\n\n\n<li>\u5f53\u5ba2\u6237\u8fbe\u5230\u65b0\u7684\u8d44\u4ea7\u9608\u503c\u65f6\u542f\u52a8\u8425\u9500\u6d3b\u52a8<\/li>\n\n\n\n<li>\u6839\u636e\u6295\u8d44\u5174\u8da3\u63d0\u4f9b\u6559\u80b2\u5185\u5bb9<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u670d\u52a1\u5de5\u4f5c\u6d41\u7a0b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u5730\u5740\u53d8\u66f4\u3001\u5e38\u5907\u8ba2\u5355\u66f4\u65b0\u548c\u6295\u8bc9\u5904\u7406\u7b49\u5e38\u89c4\u4efb\u52a1\u5efa\u7acb\u670d\u52a1\u5de5\u4f5c\u6d41\u3002\u5728 CRM \u4e2d\u5b9a\u4e49\u54cd\u5e94\u65f6\u95f4\u76ee\u6807\u548c\u5347\u7ea7\u8def\u5f84\u3002\u8fd9\u4e9b\u5de5\u4f5c\u6d41\u7a0b\u53ef\u7b80\u5316\u64cd\u4f5c\uff0c\u786e\u4fdd\u5728\u5ba2\u6237\u7fa4\u4e2d\u63d0\u4f9b\u4e00\u81f4\u7684\u670d\u52a1\u6c34\u5e73\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-8-incorporate-compliance-risk-and-audit-requirements\">\u6b65\u9aa4 8\uff1a\u7eb3\u5165\u5408\u89c4\u3001\u98ce\u9669\u548c\u5ba1\u8ba1\u8981\u6c42<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u53d7\u76d1\u7ba1\u673a\u6784\u800c\u8a00\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e5f\u662f\u4e00\u4e2a\u5408\u89c4\u7cfb\u7edf\uff0c\u5fc5\u987b\u652f\u6301\u76d1\u7ba1\u673a\u6784\u548c\u5185\u90e8\u98ce\u9669\u56e2\u961f\u7684\u5ba1\u8ba1\u3002\u8fd9\u79cd\u53cc\u91cd\u76ee\u7684\u8981\u6c42\u5bf9\u63a7\u5236\u548c\u76d1\u63a7\u529f\u80fd\u8fdb\u884c\u7cbe\u5fc3\u914d\u7f6e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u914d\u7f6e\u7ee7\u7eed\u64cd\u4f5c\u524d\u5fc5\u987b\u586b\u5199\u7684\u5fc5\u586b\u5b57\u6bb5\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8d38\u6613\u63d0\u6848\u524d\u7684\u9002\u5b9c\u6027\u8bc4\u4f30<\/li>\n\n\n\n<li>\u6539\u53d8\u6295\u8d44\u7ec4\u5408\u524d\u7684\u98ce\u9669\u627f\u53d7\u80fd\u529b\u6587\u4ef6<\/li>\n\n\n\n<li>\u4ea7\u54c1\u63a8\u8350\u524d\u7684\u6295\u8d44\u76ee\u6807<\/li>\n\n\n\n<li>\u590d\u6742\u4ea7\u54c1\u7684\u62ab\u9732\u786e\u8ba4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u542f\u7528\u5ba1\u8ba1\u8ddf\u8e2a\uff0c\u8bb0\u5f55\u5bf9\u5ba2\u6237\u6570\u636e\u3001KYC \u72b6\u6001\u548c\u6295\u8d44\u7ec4\u5408\u5efa\u8bae\u7684\u6bcf\u6b21\u66f4\u6539\u3002\u6bcf\u4e2a\u65e5\u5fd7\u6761\u76ee\u90fd\u5e94\u5305\u62ec\u65f6\u95f4\u6233\u548c\u8d1f\u8d23\u7528\u6237\uff0c\u4ee5\u4fbf\u65e5\u540e\u5ba1\u67e5\u3002\u8fd9\u4e9b\u6587\u6863\u5bf9\u4e8e\u5728\u76d1\u7ba1\u68c0\u67e5\u4e2d\u8bc1\u660e\u5408\u89c4\u6027\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u4ee5\u4e0b\u5185\u5bb9\u8bbe\u7f6e\u81ea\u52a8\u8b66\u62a5<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5230\u671f\u9700\u8981\u66f4\u65b0\u7684 KYC \u6587\u4ef6<\/li>\n\n\n\n<li>\u53ef\u80fd\u9700\u8981\u8c03\u67e5\u7684\u5f02\u5e38\u4ea4\u6613\u6a21\u5f0f<\/li>\n\n\n\n<li>\u590d\u6742\u6216\u9ad8\u98ce\u9669\u4ea7\u54c1\u7684\u62ab\u9732\u7f3a\u5931<\/li>\n\n\n\n<li>\u63a5\u8fd1\u76d1\u7ba1\u95e8\u69db\u7684\u5ba2\u6237<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u521b\u5efa\u5408\u89c4\u4eea\u8868\u677f\uff0c\u5b9e\u65f6\u663e\u793a\u5408\u89c4\u6307\u6807\uff1a<\/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><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \u72b6\u6001<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2026 \u5e74\u62e5\u6709\u6700\u65b0 KYC \u7684\u5ba2\u6237\u767e\u5206\u6bd4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u60ac\u800c\u672a\u51b3\u7684\u8b66\u62a5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b49\u5f85\u89e3\u51b3\u7684\u8b66\u62a5\u6570\u91cf<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5f85\u6279\u51c6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5408\u89c4\u5ba1\u6279\u6392\u961f\u4e2d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u4ef6\u7f3a\u53e3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u7f3a\u5c11\u6240\u9700\u7684\u9002\u5f53\u6027\u6587\u4ef6<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-9-train-relationship-managers-and-back-office-teams\">\u6b65\u9aa4 9\uff1a\u57f9\u8bad\u5173\u7cfb\u7ecf\u7406\u548c\u540e\u53f0\u56e2\u961f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91c7\u7528\u53d6\u51b3\u4e8e\u4eba\u3002\u8d22\u52a1\u987e\u95ee\u548c\u540e\u53f0\u56e2\u961f\u53ea\u6709\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8282\u7701\u65f6\u95f4\u548c\u964d\u4f4e\u98ce\u9669\u7684\u60c5\u51b5\u4e0b\u624d\u4f1a\u63a5\u53d7\u5b83\u3002\u9002\u5f53\u7684\u57f9\u8bad\u662f\u6280\u672f\u6295\u8d44\u4e0e\u5b9e\u9645\u4e1a\u52a1\u4ef7\u503c\u4e4b\u95f4\u7684\u6865\u6881\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u63a8\u8350\u57fa\u4e8e\u89d2\u8272\u7684\u57f9\u8bad\u8ba1\u5212\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u89d2\u8272<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u57f9\u8bad\u91cd\u70b9<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5173\u7cfb\u7ecf\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u5165\u804c\u3001\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u3001\u4f1a\u8bae\u6587\u4ef6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u52a9\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u4ef6\u7ba1\u7406\u3001\u4efb\u52a1\u5b89\u6392\u3001\u5ba2\u6237\u66f4\u65b0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5408\u89c4\u5de5\u4f5c\u4eba\u5458<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8b66\u62a5\u7ba1\u7406\u3001KYC \u5de5\u4f5c\u6d41\u7a0b\u3001\u5ba1\u8ba1\u62a5\u544a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4fe1\u606f\u6280\u672f\u652f\u6301<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u96c6\u6210\u6545\u969c\u6392\u9664\u3001\u7528\u6237\u7ba1\u7406<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u7528\u5b9e\u9645\u5de5\u4f5c\u6d41\u7a0b\u5f00\u5c55\u5c0f\u7ec4\u57f9\u8bad\u3002\u4f8b\u5982\uff0c\u6f14\u793a\u82cf\u9ece\u4e16\u65b0\u5ba2\u6237\u5165\u804c\u6216\u6267\u884c\u6295\u8d44\u7ec4\u5408\u518d\u5e73\u8861\u8bf7\u6c42\u3002\u907f\u514d\u4e0e\u65e5\u5e38\u5de5\u4f5c\u65e0\u5173\u7684\u901a\u7528\u529f\u80fd\u5bfc\u89c8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u4ee5\u4e0b\u65b9\u5f0f\u63d0\u4f9b\u6301\u7eed\u652f\u6301<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728\u6bcf\u4e2a\u90e8\u95e8\u5efa\u7acb\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5021\u5bfc\u8005\u7f51\u7edc<\/li>\n\n\n\n<li>\u5feb\u901f\u63d0\u95ee\u670d\u52a1\u53f0\u8d44\u6e90<\/li>\n\n\n\n<li>\u53ef\u5728\u5e73\u53f0\u5185\u76f4\u63a5\u89c2\u770b\u7b80\u77ed\u7684\u89c6\u9891\u6559\u7a0b<\/li>\n\n\n\n<li>\u968f\u7740\u65b0\u7684 crm \u5de5\u5177\u548c\u529f\u80fd\u7684\u53d1\u5e03\uff0c\u5b9a\u671f\u4e3e\u529e\u8fdb\u4fee\u8bfe\u7a0b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u767b\u5f55\u9891\u7387\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u8bb0\u5f55\u7684\u4f1a\u8bae\u767e\u5206\u6bd4\u4ee5\u53ca\u4e92\u52a8\u8bb0\u5f55\u7684\u5b8c\u6574\u6027\u7b49\u7b80\u5355\u6307\u6807\u6765\u8861\u91cf\u7528\u6237\u91c7\u7528\u60c5\u51b5\u3002\u5728 2026 \u5e74\u7684\u7ee9\u6548\u8003\u6838\u4e2d\u4f7f\u7528\u8fd9\u4e9b\u6307\u6807\uff0c\u4ee5\u52a0\u5f3a\u5168\u9762\u57f9\u8bad\u7684\u91cd\u8981\u6027\uff0c\u4f7f\u7528\u6237\u53d6\u5f97\u6210\u529f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-10-go-live-monitor-and-continuously-improve\">\u6b65\u9aa4 10\uff1a\u4e0a\u7ebf\u3001\u76d1\u63a7\u548c\u6301\u7eed\u6539\u8fdb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u662f\u6280\u672f\u3001\u6570\u636e\u548c\u57f9\u8bad\u7684\u7ed3\u5408\u70b9\u3002\u5bf9\u4e8e\u5927\u578b\u673a\u6784\u6765\u8bf4\uff0c\u5206\u9636\u6bb5\u4e0a\u7ebf\u6bd4\u5927\u52a8\u5e72\u6208\u7684\u65b9\u6cd5\u66f4\u80fd\u964d\u4f4e\u98ce\u9669\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e2a\u5178\u578b\u7684\u5206\u9636\u6bb5\u8ba1\u5212\u53ef\u80fd\u662f\u8fd9\u6837\u7684<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u9636\u6bb5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u65f6\u95f4\u8868<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u8303\u56f4<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u98de\u884c\u5458<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b2c 1 \u4e2a\u6708<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e00\u4e2a\u4e1a\u52a1\u5355\u4f4d\u6216\u56fd\u5bb6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8bc4\u8bba<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b2c 2 \u4e2a\u6708<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u89e3\u51b3\u95ee\u9898\uff0c\u5b8c\u5584\u6d41\u7a0b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6269\u5efa<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b2c 3 \u4e2a\u6708<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u63a8\u5e7f\u5230\u66f4\u591a\u5b9e\u4f53<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5168\u9762\u90e8\u7f72<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b2c 4 \u4e2a\u6708\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u6574\u7684\u4f01\u4e1a\u8986\u76d6\u8303\u56f4<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bbe\u7f6e\u76d1\u63a7\u4eea\u8868\u677f\u8fdb\u884c\u8ddf\u8e2a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7cfb\u7edf\u6027\u80fd\u548c\u6b63\u5e38\u8fd0\u884c\u65f6\u95f4<\/li>\n\n\n\n<li>\u7528\u6237\u6d3b\u52a8\u548c\u91c7\u7528\u7387<\/li>\n\n\n\n<li>\u6570\u636e\u8d28\u91cf\u6307\u6807<\/li>\n\n\n\n<li>\u5165\u804c\u65f6\u95f4\u6216 NPS \u5206\u6570\u7b49\u5173\u952e\u4e1a\u52a1\u6210\u679c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6210\u7acb\u4e00\u4e2a\u5b63\u5ea6\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6307\u5bfc\u59d4\u5458\u4f1a\uff0c\u6210\u5458\u5305\u62ec\u4e1a\u52a1\u3001\u5408\u89c4\u548c IT \u9886\u5bfc\u3002\u8be5\u59d4\u5458\u4f1a\u8d1f\u8d23\u5ba1\u67e5\u53cd\u9988\u610f\u89c1\u3001\u786e\u5b9a\u589e\u5f3a\u529f\u80fd\u7684\u4f18\u5148\u6b21\u5e8f\u5e76\u6279\u51c6\u65b0\u7684\u81ea\u52a8\u5316\u60f3\u6cd5\u3002\u6536\u96c6\u7528\u6237\u53cd\u9988\u53ef\u786e\u4fdd\u7cfb\u7edf\u4e0d\u65ad\u53d1\u5c55\uff0c\u4ee5\u6ee1\u8db3\u4e0d\u65ad\u53d8\u5316\u7684\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528 InvestGlass \u7684\u516c\u53f8\u53ef\u4ee5\u53cd\u590d\u63a8\u51fa\u65b0\u7684\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u3001\u62a5\u544a\u548c\u5de5\u4f5c\u6d41\u7a0b\u3002\u8fd9\u79cd\u6301\u7eed\u6539\u8fdb\u7684\u65b9\u6cd5\u53ef\u4f7f\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0e\u4e0d\u65ad\u53d1\u5c55\u7684\u4ea7\u54c1\u3001\u6cd5\u89c4\u548c\u5ba2\u6237\u671f\u671b\u4fdd\u6301\u4e00\u81f4\uff0c\u76f4\u81f3 2026 \u5e74\u3002\u5207\u8bb0\u8981\u6301\u7eed\u76d1\u63a7\u7cfb\u7edf\u6027\u80fd\u548c\u7528\u6237\u91c7\u7528\u60c5\u51b5\uff0c\u4ee5\u786e\u5b9a\u6539\u8fdb\u673a\u4f1a\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leveraging-ai-and-automation-in-a-financial-crm\">\u5728\u91d1\u878d CRM \u4e2d\u5229\u7528\u4eba\u5de5\u667a\u80fd\u548c\u81ea\u52a8\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8d22\u5bcc\u7ba1\u7406\u3001\u79c1\u4eba\u94f6\u884c\u548c\u4fdd\u9669\u9886\u57df\uff0c\u4eba\u5de5\u667a\u80fd\u6b63\u4ece\u6d41\u884c\u8bed\u8f6c\u53d8\u4e3a\u65e5\u5e38\u5de5\u5177\u3002\u73b0\u4ee3 crm \u5e73\u53f0\u5229\u7528\u673a\u5668\u5b66\u4e60\u6765\u52a0\u5f3a\u6570\u636e\u5206\u6790\u3001\u9884\u6d4b\u5ba2\u6237\u884c\u4e3a\u5e76\u63d0\u9ad8\u6c9f\u901a\u6548\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u4eba\u5de5\u667a\u80fd\u4f7f\u7528\u6848\u4f8b\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9884\u6d4b\u5ba2\u6237\u5174\u8da3\uff1a<\/strong> \u6839\u636e\u5ba2\u6237\u7684\u6295\u8d44\u7ec4\u5408\u548c\u4e92\u52a8\u5386\u53f2\uff0c\u786e\u5b9a\u54ea\u4e9b\u5ba2\u6237\u53ef\u80fd\u5bf9\u65b0\u7684\u7ed3\u6784\u6027\u4ea7\u54c1\u505a\u51fa\u53cd\u5e94<\/li>\n\n\n\n<li><strong>\u4e0b\u4e00\u4e2a\u6700\u4f73\u884c\u52a8<\/strong> \u6839\u636e\u5ba2\u6237\u60c5\u51b5\u548c\u8fd1\u671f\u5e02\u573a\u4e8b\u4ef6\uff0c\u5efa\u8bae\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u5e94\u8ba8\u8bba\u6216\u63a8\u8350\u7684\u5185\u5bb9<\/li>\n\n\n\n<li><strong>\u4e92\u52a8\u6458\u8981\uff1a<\/strong> \u5728\u4f1a\u8bae\u524d\u81ea\u52a8\u603b\u7ed3\u5197\u957f\u7684\u6c9f\u901a\u5386\u53f2\uff0c\u8ba9\u987e\u95ee\u4eec\u6709\u5907\u800c\u6765<\/li>\n\n\n\n<li><strong>\u98ce\u9669\u4fe1\u53f7\uff1a<\/strong> \u6839\u636e\u53c2\u4e0e\u6a21\u5f0f\u6807\u8bb0\u53ef\u80fd\u9762\u4e34\u6d41\u5931\u98ce\u9669\u7684\u6f5c\u5728\u5ba2\u6237<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u5316\u53ef\u5904\u7406\u91cd\u590d\u6027\u65e5\u5e38\u4efb\u52a1\uff0c\u65e0\u9700\u4eba\u5de5\u5e72\u9884\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5ba2\u6237\u4f1a\u8bae\u540e\u7684\u540e\u7eed\u63d0\u9192<\/li>\n\n\n\n<li>KYC \u7eed\u5c55\u7684\u6587\u4ef6\u6536\u96c6\u8981\u6c42<\/li>\n\n\n\n<li>\u98ce\u9669\u72b6\u51b5\u66f4\u65b0\u8ba1\u5212<\/li>\n\n\n\n<li>\u6839\u636e\u5ba2\u6237\u6d3b\u52a8\u5b89\u6392\u8425\u9500\u6d3b\u52a8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5de5\u5177\uff0c\u5728\u745e\u58eb\u6258\u7ba1\u7684\u6570\u636e\u4e0a\u8fd0\u884c\uff0c\u5e2e\u52a9\u673a\u6784\u4ece\u81ea\u52a8\u5316\u4e2d\u83b7\u76ca\uff0c\u540c\u65f6\u5c0a\u91cd\u6570\u636e\u4e3b\u6743\u548c\u5185\u90e8\u98ce\u9669\u653f\u7b56\u3002\u8fd9\u79cd\u667a\u80fd\u4e0e\u63a7\u5236\u7684\u7ed3\u5408\u5bf9\u4e8e\u53d7\u76d1\u7ba1\u5b9e\u4f53\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u660e\u786e\u7684\u4eba\u4e3a\u76d1\u7763\u4e0b\uff0c\u5728\u53d7\u63a7\u8bd5\u70b9\u4e2d\u5b9e\u65bd\u4eba\u5de5\u667a\u80fd\u3002\u6218\u7565\u89c4\u5212\u5bf9\u4e8e\u5c06\u4eba\u5de5\u667a\u80fd\u4e0e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6574\u5408\u5230\u4e1a\u52a1\u76ee\u6807\u4e2d\u5e76\u4f18\u5316\u6280\u672f\u90e8\u7f72\u4ee5\u53d6\u5f97\u66f4\u597d\u7684\u6210\u679c\u81f3\u5173\u91cd\u8981\u3002\u8bb0\u5f55\u4eba\u5de5\u667a\u80fd\u51b3\u7b56\u5982\u4f55\u652f\u6301\u800c\u975e\u53d6\u4ee3\u6301\u724c\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u7684\u5224\u65ad\u3002\u8fd9\u79cd\u65b9\u6cd5\u53ef\u5efa\u7acb\u4fe1\u4efb\u5e76\u786e\u4fdd\u76d1\u7ba1\u5408\u89c4\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-many-financial-firms-choose-investglass-for-crm-implementation\">\u8bb8\u591a\u91d1\u878d\u516c\u53f8\u9009\u62e9 InvestGlass \u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u539f\u56e0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u516c\u53f8\u9700\u8981\u7684\u662f\u4e86\u89e3\u76d1\u7ba1\u3001\u5165\u804c\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7684 crm \u4f9b\u5e94\u5546\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u4e00\u822c\u7684\u9500\u552e\u7ba1\u9053\u3002\u901a\u7528\u5e73\u53f0\u9700\u8981\u8fdb\u884c\u5927\u91cf\u5b9a\u5236\uff0c\u800c\u4e14\u5f80\u5f80\u7f3a\u4e4f\u76d1\u7ba1\u673a\u6784\u6240\u671f\u671b\u7684\u5408\u89c4\u529f\u80fd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u745e\u58eb\u4e3b\u6743 crm \u5e73\u53f0\uff0c\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 crm\u3001\u6570\u5b57\u5165\u804c\u3001KYC\u3001\u6295\u8d44\u7ec4\u5408\u5de5\u5177\u548c\u8425\u9500\u81ea\u52a8\u5316\u6574\u5408\u5728\u4e00\u4e2a\u73af\u5883\u4e2d\u3002\u4e3b\u8981\u4f18\u52bf\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u745e\u58eb\u6570\u636e\u4e3b\u6743\uff1a<\/strong> \u5728\u745e\u58eb\u6258\u7ba1\u6216\u9884\u7f6e\u90e8\u7f72<\/li>\n\n\n\n<li><strong>\u9690\u79c1\u4fdd\u969c\uff1a<\/strong> \u4e0e\u6b27\u6d32\u548c\u745e\u58eb\u7684\u76d1\u7ba1\u9884\u671f\u9ad8\u5ea6\u4e00\u81f4<\/li>\n\n\n\n<li><strong>\u4e00\u4f53\u5316\u5e73\u53f0\uff1a<\/strong> \u65e0\u9700\u540c\u65f6\u4f7f\u7528\u591a\u79cd\u5de5\u5177\u6216\u8fdb\u884c\u590d\u6742\u7684\u96c6\u6210<\/li>\n\n\n\n<li><strong>\u8d22\u52a1\u5de5\u4f5c\u6d41\u7a0b\uff1a<\/strong> \u9884\u5efa\u9002\u5408\u6027\u3001KYC \u548c\u5ba2\u6237\u53c2\u4e0e\u6a21\u677f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u3001\u72ec\u7acb\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u4fdd\u9669\u516c\u53f8\u4f7f\u7528 InvestGlass \u7f29\u77ed\u5165\u804c\u65f6\u95f4\uff0c\u6539\u8fdb\u5408\u89c4\u8bc1\u636e\uff0c\u5e76\u8ba9\u987e\u95ee\u5728\u53f0\u5f0f\u673a\u548c\u5e73\u677f\u7535\u8111\u4e0a\u5bf9\u5ba2\u6237\u6709\u4e00\u4e2a\u5355\u4e00\u7684\u89c6\u89d2\u3002\u8be5\u5e73\u53f0\u4e3a\u5c0f\u578b\u4f01\u4e1a\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u5927\u578b\u91d1\u878d\u670d\u52a1\u516c\u53f8\u63d0\u4f9b\u540c\u6837\u6709\u6548\u7684\u652f\u6301\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u4e0e InvestGlass \u4e00\u8d77\u8fdb\u884c\u7ed3\u6784\u5316\u8bd5\u70b9\u5b9e\u65bd\uff0c\u5728\u673a\u6784\u5168\u9762\u63a8\u5e7f\u4e4b\u524d\uff0c\u4f7f\u7528\u4e00\u4e2a\u786e\u5b9a\u7684\u4e1a\u52a1\u90e8\u95e8\u548c\u4e09\u4e2a\u6708\u7684\u8def\u7ebf\u56fe\u6765\u8bc1\u660e\u4ef7\u503c\u3002\u8fd9\u79cd crm \u6295\u8d44\u65b9\u6cd5\u53ef\u6700\u5927\u9650\u5ea6\u5730\u964d\u4f4e\u98ce\u9669\uff0c\u540c\u65f6\u5c55\u793a\u5207\u5b9e\u7684\u4e1a\u52a1\u589e\u957f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-summary-building-a-compliant-client-centric-crm-foundation\">\u6458\u8981\uff1a\u5efa\u7acb\u4e00\u4e2a\u5408\u89c4\u7684\u3001\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u57fa\u7840<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u91d1\u878d\u516c\u53f8\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u662f\u4e00\u4e2a\u591a\u6b65\u9aa4\u7684\u8fc7\u7a0b\uff0c\u5305\u62ec\u76ee\u6807\u3001\u6d41\u7a0b\u6620\u5c04\u3001\u5e73\u53f0\u9009\u62e9\u3001\u6570\u636e\u8fc1\u79fb\u3001\u914d\u7f6e\u3001\u57f9\u8bad\u548c\u6301\u7eed\u6539\u8fdb\u3002\u6bcf\u4e2a\u9636\u6bb5\u90fd\u5efa\u7acb\u5728\u524d\u4e00\u4e2a\u9636\u6bb5\u7684\u57fa\u7840\u4e0a\uff0c\u4e3a\u6539\u5584\u5ba2\u6237\u5173\u7cfb\u548c\u9075\u5b88\u6cd5\u89c4\u5960\u5b9a\u53ef\u9760\u7684\u57fa\u7840\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6210\u529f\u5b9e\u65bd crm \u53ef\u4ee5\u52a0\u5f3a\u5408\u89c4\u6027\uff0c\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\uff0c\u5e76\u63d0\u9ad8\u5173\u7cfb\u7ecf\u7406\u548c\u652f\u6301\u56e2\u961f\u7684\u5de5\u4f5c\u6548\u7387\u3002\u5b83\u80fd\u6539\u53d8\u516c\u53f8\u5904\u7406\u5ba2\u6237\u4e92\u52a8\u3001\u7ba1\u7406\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u4ee5\u53ca\u5728\u65b0\u5ba2\u6237\u7684\u6574\u4e2a\u751f\u547d\u5468\u671f\u4e2d\u4e3a\u5176\u63d0\u4f9b\u652f\u6301\u7684\u65b9\u5f0f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7b49\u745e\u58eb\u6258\u7ba1\u5e73\u53f0\u5141\u8bb8\u91d1\u878d\u673a\u6784\u5c06\u73b0\u4ee3\u6570\u5b57\u5de5\u5177\u4e0e\u5f3a\u5927\u7684\u6570\u636e\u4e3b\u6743\u548c\u9690\u79c1\u4fdd\u62a4\u63aa\u65bd\u76f8\u7ed3\u5408\u3002\u968f\u7740\u76d1\u7ba1\u673a\u6784\u5bf9\u4f01\u4e1a\u5982\u4f55\u5904\u7406\u5ba2\u6237\u8be6\u7ec6\u4fe1\u606f\u548c\u654f\u611f\u91d1\u878d\u4fe1\u606f\u8fdb\u884c\u4e25\u683c\u5ba1\u67e5\uff0c\u8fd9\u79cd\u7ed3\u5408\u53d8\u5f97\u8d8a\u6765\u8d8a\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4f5c\u4e3a\u4e00\u9879\u957f\u671f\u6218\u7565\u6295\u8d44\uff0c\u5b9a\u671f\u8fdb\u884c\u5ba1\u67e5\u548c\u6539\u8fdb\uff0c\u800c\u4e0d\u662f\u5728\u4e00\u5e74\u5185\u5b8c\u6210\u4e00\u6b21\u6027 IT \u9879\u76ee\u3002\u91d1\u878d\u4e1a\u5728\u4e0d\u65ad\u53d1\u5c55\uff0c\u60a8\u7684 CRM \u4e5f\u5fc5\u987b\u4e0e\u65f6\u4ff1\u8fdb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0b\u4e00\u6b65\u662f\u8bc4\u4f30\u5f53\u524d\u7684\u5ba2\u6237\u6570\u636e\u548c\u5de5\u4f5c\u6d41\u7a0b\u3002\u8003\u8651\u4e3e\u529e\u4e00\u6b21\u63a2\u7d22\u7814\u8ba8\u4f1a\uff0c\u4ee5\u786e\u5b9a\u901f\u8d62\u65b9\u6848\u5e76\u89c4\u5212\u5177\u4f53\u7684\u8bd5\u70b9\u5b9e\u65bd\u3002\u679c\u65ad\u63a8\u8fdb crm \u5b9e\u65bd\u6d41\u7a0b\u7684\u516c\u53f8\u5c06\u5904\u4e8e\u6539\u5584\u5ba2\u6237\u5173\u7cfb\u3001\u7b80\u5316\u5de5\u4f5c\u6d41\u7a0b\u548c\u5b9e\u73b0\u6301\u7eed\u4e1a\u52a1\u589e\u957f\u7684\u6700\u4f73\u4f4d\u7f6e\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-about-implementing-crm-in-financial-firms\">\u5173\u4e8e\u5728\u91d1\u878d\u4f01\u4e1a\u4e2d\u5b9e\u65bd CRM \u7684\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-crm-implementation-usually-take-in-a-financial-institution\">\u91d1\u878d\u673a\u6784\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u901a\u5e38\u9700\u8981\u591a\u957f\u65f6\u95f4\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0f\u578b\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u53ef\u4ee5\u5728\u516b\u5230\u5341\u4e8c\u5468\u5185\u5b8c\u6210\u96c6\u4e2d\u5b9e\u65bd\uff0c\u5305\u62ec\u6570\u636e\u8fc1\u79fb\u548c\u57f9\u8bad\u3002\u800c\u62e5\u6709\u591a\u4e2a\u7cfb\u7edf\u3001\u8f96\u533a\u548c\u76d1\u7ba1\u8981\u6c42\u7684\u5927\u578b\u94f6\u884c\u53ef\u80fd\u9700\u8981\u516d\u5230\u5341\u4e8c\u4e2a\u6708\u7684\u65f6\u95f4\u624d\u80fd\u5b8c\u6210\u5168\u9762\u63a8\u5e7f\u3002.<\/p>\n\n\n\n<p 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\u5728\u8bbe\u8ba1\u65f6\u8003\u8651\u5230\u4e86\u745e\u58eb\u7684\u6570\u636e\u4e3b\u6743\uff0c\u4f7f\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u5bf9\u654f\u611f\u4fe1\u606f\u5728\u5176\u6240\u9009\u7ba1\u8f96\u8303\u56f4\u5185\u7684\u5b89\u5168\u6027\u5145\u6ee1\u4fe1\u5fc3\u3002\u5728\u9009\u62e9\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u65f6\uff0c\u5c06\u6570\u636e\u4f4d\u7f6e\u3001\u5c45\u4f4f\u5730\u548c\u8bbf\u95ee\u95ee\u9898\u7eb3\u5165\u4f9b\u5e94\u5546\u5c3d\u804c\u8c03\u67e5\u95ee\u5377\u3002\u8fd9\u79cd\u5c3d\u804c\u8c03\u67e5\u53ef\u786e\u4fdd\u60a8\u7684\u65b0\u7cfb\u7edf\u6ee1\u8db3\u76d1\u7ba1\u671f\u671b\u548c\u5ba2\u6237\u4fe1\u4efb\u8981\u6c42\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>A CRM in a financial firm must support strict regulations, complex portfolios, and multi channel client communication, not just contact management. Investment firms, as a specific type of financial business, require tailored CRM solutions to manage client portfolios, ensure regulatory compliance, and support growth strategies. A successful CRM rollout starts with clear regulatory, revenue, and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49018,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[61,48],"class_list":["post-48939","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-portfolio-management","tag-sales-automation"],"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 Implement CRM in a Financial Firm? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn how to implement CRM in a financial firm to enhance client communication and comply with strict regulations.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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