{"id":48945,"date":"2026-02-05T14:06:40","date_gmt":"2026-02-05T13:06:40","guid":{"rendered":"https:\/\/www.investglass.com\/how-to-use-investglass-crm-for-client-onboarding\/"},"modified":"2026-02-07T13:44:23","modified_gmt":"2026-02-07T12:44:23","slug":"%e5%a6%82%e4%bd%95%e4%bd%bf%e7%94%a8-investglass-crm-%e8%bf%9b%e8%a1%8c%e5%ae%a2%e6%88%b7%e6%b3%a8%e5%86%8c","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-use-investglass-crm-for-client-onboarding\/","title":{"rendered":"\u5982\u4f55\u4f7f\u7528 InvestGlass CRM \u8fdb\u884c\u5ba2\u6237\u5165\u804c\u57f9\u8bad"},"content":{"rendered":"<p class=\"wp-block-paragraph\">InvestGlass CRM \u5728\u745e\u58eb\u6258\u7ba1\u73af\u5883\u4e2d\u96c6\u4e2d\u7ba1\u7406\u6570\u5b57\u5165\u804c\u3001KYC \u548c\u5ba2\u6237\u6570\u636e\uff0c\u4ee5\u6ee1\u8db3\u4e25\u683c\u7684\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u6cd5\u89c4\u8981\u6c42<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7528\u6237\u53ea\u9700\u70b9\u51fb\u51e0\u4e0b\uff0c\u5373\u53ef\u53d1\u9001 InvestGlass \u8868\u5355\u3001\u6536\u96c6 KYC \u6587\u4ef6\u5e76\u89e6\u53d1\u81ea\u52a8\u5ba1\u6279\u5de5\u4f5c\u6d41\uff0c\u4ece\u800c\u542f\u52a8\u5165\u804c\u7a0b\u5e8f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u56e2\u961f\u65e0\u9700\u4ee3\u7801\u5373\u53ef\u914d\u7f6e KYC\u3001AML \u548c\u98ce\u9669\u8bc4\u5206\u89c4\u5219\uff0c\u786e\u4fdd\u6bcf\u4e2a\u65b0\u5ba2\u6237\u5728\u5f00\u6237\u524d\u90fd\u7ecf\u8fc7\u7b5b\u9009<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5173\u7cfb\u7ecf\u7406\u4ece\u7b2c\u4e00\u6b21\u4e92\u52a8\u5f00\u59cb\u5c31\u80fd\u83b7\u5f97 360 \u5ea6\u7684\u5ba2\u6237\u89c6\u56fe\uff0c\u5305\u62ec\u95ee\u5377\u8c03\u67e5\u3001\u98ce\u9669\u6982\u51b5\u548c\u9002\u5b9c\u6027\u504f\u597d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u5165\u804c\u4e0e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u6574\u5408\u5728\u4e00\u8d77\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=\"5903\">\u5e02\u573a\u8425\u9500<\/a> \u81ea\u52a8\u5316\u548c\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\uff0c\u4ee5\u5b9e\u73b0\u5b8c\u6574\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u4e4b\u65c5<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-client-onboarding-with-investglass-crm\">InvestGlass CRM \u5ba2\u6237\u5165\u804c\u4ecb\u7ecd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u4fdd\u9669\u516c\u53f8\u9762\u4e34\u7684\u538b\u529b\u524d\u6240\u672a\u6709\u3002\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u4e25\u683c\u7684\u6587\u4ef6\u8bb0\u5f55\u3002\u5ba2\u6237\u5e0c\u671b\u901a\u8fc7\u667a\u80fd\u624b\u673a\u5f00\u6237\u3002\u6bcf\u82b1\u4e00\u5929\u65f6\u95f4\u5904\u7406\u7eb8\u8d28\u8868\u683c\uff0c\u60a8\u7684\u7ade\u4e89\u5bf9\u624b\u5c31\u4f1a\u5feb\u4e00\u5929\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u745e\u58eb\u4e3b\u6743 crm \u5e73\u53f0\uff0c\u6b63\u662f\u9488\u5bf9\u8fd9\u4e00\u73b0\u5b9e\u60c5\u51b5\u800c\u8bbe\u8ba1\u3002\u8be5\u5e73\u53f0\u4e13\u4e3a\u9700\u8981\u5b89\u5168\u5165\u804c\u7684\u53d7\u76d1\u7ba1\u5b9e\u4f53\u800c\u5efa\uff0c\u6570\u636e\u6258\u7ba1\u5728\u745e\u58eb\u6216\u745e\u58eb\u5883\u5185\uff0c\u4ee5\u6ee1\u8db3\u6570\u636e\u9a7b\u7559\u548c GDPR \u8981\u6c42\u3002\u8fd9\u4e0d\u662f\u4e00\u4e2a\u9002\u7528\u4e8e\u91d1\u878d\u4e1a\u7684\u901a\u7528\u9500\u552e\u5de5\u5177\u3002\u5b83\u4e13\u4e3a\u5728\u590d\u6742\u7684\u5408\u89c4\u73af\u5883\u4e2d\u822a\u884c\u7684\u91d1\u878d\u673a\u6784\u800c\u8bbe\u8ba1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u5c06\u9010\u6b65\u4ecb\u7ecd InvestGlass \u5178\u578b\u7684\u5165\u804c\u6d41\u7a0b\u3002\u4ece\u9996\u6b21\u8054\u7cfb\u5230\u8d26\u6237\u6fc0\u6d3b\u548c\u6295\u8d44\u7ec4\u5408\u8bbe\u7f6e\uff0c\u60a8\u5c06\u53d1\u73b0\u5982\u4f55\u7528\u7b80\u5316\u7684\u6570\u5b57\u5de5\u4f5c\u6d41\u7a0b\u53d6\u4ee3\u7eb8\u8d28\u8868\u683c\u3001\u96f6\u6563\u7684\u7535\u5b50\u90ae\u4ef6\u548c\u624b\u5de5\u7535\u5b50\u8868\u683c\u3002InvestGlass \u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8bb0\u5f55\u3001\u65e0\u4ee3\u7801\u8868\u5355\u3001\u81ea\u52a8\u5de5\u4f5c\u6d41\u7a0b\u548c\u4eba\u5de5\u667a\u80fd\u534f\u52a9\u7ed3\u5408\u5728\u4e00\u8d77\uff0c\u4e3a\u60a8\u7684\u56e2\u961f\u548c\u5ba2\u6237\u521b\u9020\u65e0\u7f1d\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6307\u5357\u4ece InvestGlass \u7684\u89d2\u5ea6\u7f16\u5199\uff0c\u91cd\u70b9\u5173\u6ce8\u5b9e\u9645\u4f7f\u7528\u6848\u4f8b\uff0c\u800c\u975e\u4e00\u822c\u7684 CRM \u7406\u8bba\u3002\u65e0\u8bba\u60a8\u662f\u5728\u65e5\u5185\u74e6\u7684\u79c1\u4eba\u94f6\u884c\u5de5\u4f5c\uff0c\u4e3a\u673a\u6784\u6295\u8d44\u8005\u7ba1\u7406\u8d44\u4ea7\uff0c\u8fd8\u662f\u5728\u4fdd\u9669\u516c\u53f8\u8d1f\u8d23\u5408\u89c4\u5de5\u4f5c\uff0c\u8fd9\u91cc\u7684\u539f\u5219\u90fd\u76f4\u63a5\u9002\u7528\u4e8e\u60a8\u7684\u4e1a\u52a1\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-preparing-your-investglass-crm-for-onboarding\">\u4e3a\u5165\u804c\u51c6\u5907 InvestGlass CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u63a5\u5f85\u7b2c\u4e00\u4f4d\u5ba2\u6237\u4e4b\u524d\uff0c\u6b63\u786e\u7684\u914d\u7f6e\u4e3a\u540e\u7eed\u5de5\u4f5c\u5960\u5b9a\u4e86\u57fa\u7840\u3002\u51e0\u4e2a\u5c0f\u65f6\u7684\u5468\u5230\u8bbe\u7f6e\u53ef\u4ee5\u8282\u7701\u6570\u767e\u4e2a\u5c0f\u65f6\u7684\u65f6\u95f4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-onboarding-pipelines\">\u5b9a\u4e49\u5165\u804c\u6d41\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f7f\u7528\u7ba1\u9053\u53ef\u89c6\u5316\u6bcf\u4e2a\u6f5c\u5728\u5ba2\u6237\u6216\u5ba2\u6237\u5728\u5176\u53d1\u5c55\u5386\u7a0b\u4e2d\u6240\u5904\u7684\u9636\u6bb5\u3002\u5bf9\u4e8e\u5178\u578b\u7684\u91d1\u878d\u673a\u6784\u800c\u8a00\uff0c\u9636\u6bb5\u53ef\u80fd\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>\u7ba1\u9053\u9636\u6bb5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u8bf4\u660e<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5c55\u671b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u83b7\u53d6\u521d\u6b65\u8054\u7cfb\u4fe1\u606f\uff0c\u5c1a\u672a\u53d1\u9001\u8868\u683c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u542f\u52a8 KYC<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u5df2\u6536\u5230\u5165\u804c\u8868\u683c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \u6279\u51c6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5408\u89c4\u5df2\u9a8c\u8bc1\u6240\u6709\u6587\u4ef6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5f00\u8bbe\u8d26\u6237<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u5df2\u5206\u914d\u8d26\u53f7<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7b2c\u4e00\u7b14\u8d44\u91d1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6536\u5230\u9996\u6b21\u5b58\u6b3e\u6216\u8f6c\u8d26<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u5168\u6fc0\u6d3b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u53ef\u901a\u8fc7\u95e8\u6237\u7f51\u7ad9\u8fdb\u884c\u64cd\u4f5c<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u9636\u6bb5\u53ef\u8ba9\u5173\u7cfb\u7ecf\u7406\u4e13\u6ce8\u4e8e\u6b63\u786e\u7684\u4f18\u5148\u4e8b\u9879\uff0c\u540c\u65f6\u8ba9\u7ba1\u7406\u5c42\u6e05\u695a\u5730\u4e86\u89e3\u8f6c\u6362\u7387\u548c\u74f6\u9888\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-customising-crm-fields\">\u81ea\u5b9a\u4e49 CRM \u5b57\u6bb5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ba1\u7406\u5458\u53ef\u81ea\u5b9a\u4e49 InvestGlass \u4e2d\u7684\u5b57\u6bb5\uff0c\u4ee5\u83b7\u53d6\u673a\u6784\u6240\u9700\u7684\u7279\u5b9a\u6570\u636e\u70b9\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7eb3\u7a0e\u5c45\u4f4f\u5730\u548c\u56fd\u7c4d\u4fe1\u606f<\/li>\n\n\n\n<li>MiFID II \u6216 LSFin \u5206\u7c7b<\/li>\n\n\n\n<li>\u6295\u8d44\u76ee\u6807\u548c\u98ce\u9669\u504f\u597d<\/li>\n\n\n\n<li>\u8d22\u5bcc\u6765\u6e90\u548c\u8d44\u91d1\u6765\u6e90\u6587\u4ef6<\/li>\n\n\n\n<li>\u653f\u6cbb\u516c\u4f17\u4eba\u7269\u7533\u62a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u5b9a\u5236\u53ef\u786e\u4fdd\u5728\u5ba2\u6237\u5165\u804c\u8fc7\u7a0b\u4e2d\u6536\u96c6\u7684\u6bcf\u4e2a\u6570\u636e\u5143\u7d20\u90fd\u80fd\u76f4\u63a5\u53cd\u9988\u5230\u60a8\u7684\u5408\u89c4\u548c\u62a5\u544a\u7cfb\u7edf\u4e2d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configuring-user-roles-and-permissions\">\u914d\u7f6e\u7528\u6237\u89d2\u8272\u548c\u6743\u9650<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e76\u975e\u6bcf\u4e2a\u4eba\u90fd\u9700\u8981\u67e5\u770b\u6240\u6709\u5185\u5bb9\u3002InvestGlass \u5141\u8bb8\u7ec6\u5316\u6743\u9650\u8bbe\u7f6e\uff0c\u4ee5\u4fbf\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5173\u7cfb\u7ecf\u7406\u63a5\u89e6\u5176\u6307\u5b9a\u7684\u5ba2\u6237\u548c\u673a\u4f1a<\/li>\n\n\n\n<li>\u5408\u89c4\u5b98\u5458\u5ba1\u67e5\u6240\u6709 KYC \u6587\u4ef6\u548c\u5ba1\u6279\u961f\u5217<\/li>\n\n\n\n<li>\u540e\u53f0\u5de5\u4f5c\u4eba\u5458\u7ba1\u7406\u8d26\u6237\u8bbe\u7f6e\uff0c\u65e0\u9700\u67e5\u770b\u6295\u8d44\u8be6\u60c5<\/li>\n\n\n\n<li>\u7ba1\u7406\u4eea\u8868\u677f\u53ef\u663e\u793a\u7efc\u5408\u6307\u6807\uff0c\u800c\u4e0d\u4f1a\u66b4\u9732\u5355\u4e2a\u5ba2\u6237\u7684\u6570\u636e<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-connecting-to-core-systems\">\u8fde\u63a5\u6838\u5fc3\u7cfb\u7edf<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u5b9e\u73b0\u6700\u9ad8\u6548\u7387\uff0c\u53ef\u901a\u8fc7 API \u5c06 InvestGlass \u4e0e\u60a8\u7684\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u6216\u6295\u8d44\u7ec4\u5408\u7cfb\u7edf\u8fde\u63a5\u8d77\u6765\u3002\u8fd9\u79cd\u540c\u6b65\u610f\u5473\u7740\uff0c\u5f53\u60a8\u5728\u94f6\u884c\u5e73\u53f0\u4e0a\u521b\u5efa\u4e00\u4e2a\u5e10\u53f7\u65f6\uff0cInvestGlass \u4e2d\u7684\u767b\u5f55\u72b6\u6001\u4f1a\u81ea\u52a8\u66f4\u65b0\u3002\u65e0\u9700\u624b\u52a8\u5bf9\u8d26\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-digital-onboarding-and-kyc-forms\">\u8bbe\u8ba1\u6570\u5b57\u5316\u5165\u804c\u548c KYC \u8868\u5355<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u8868\u5355\u662f\u65e0\u4ee3\u7801\u6570\u5b57\u8868\u5355\uff0c\u7528\u4e8e\u6536\u96c6\u79c1\u4eba\u94f6\u884c\u3001\u96f6\u552e\u94f6\u884c\u548c\u673a\u6784\u5ba2\u6237\u7684\u5165\u804c\u6570\u636e\u548c KYC \u6587\u4ef6\u3002\u5176 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%a1%a8%e6%a0%bc%e7%94%9f%e6%88%90%e5%99%a8\/\" target=\"_blank\" rel=\"noopener\" title=\"\u8868\u683c\u751f\u6210\u5668\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5902\">\u8868\u683c\u751f\u6210\u5668<\/a> \u8ba9\u5408\u89c4\u3001\u8425\u9500\u548c\u8fd0\u8425\u56e2\u961f\u65e0\u9700\u7f16\u7a0b\u4e13\u4e1a\u77e5\u8bc6\u5373\u53ef\u534f\u4f5c\u8bbe\u8ba1\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-a-wealth-management-onboarding-form\">\u521b\u5efa\u8d22\u5bcc\u7ba1\u7406\u5165\u804c\u8868\u683c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3e\u4e00\u4e2a\u745e\u58eb\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u7684\u5b9e\u9645\u4f8b\u5b50\u3002\u60a8\u7684\u8868\u683c\u53ef\u80fd\u4f1a\u6536\u96c6<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8eab\u4efd\u79d1<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6cd5\u5b9a\u5168\u540d\u548c\u51fa\u751f\u65e5\u671f<\/li>\n\n\n\n<li>\u62a4\u7167\u6216\u8eab\u4efd\u8bc1\u53f7\u7801<\/li>\n\n\n\n<li>\u5f53\u524d\u5c45\u4f4f\u5730\u5740\uff0c\u5e76\u4e0a\u4f20\u5730\u5740\u8bc1\u660e<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8d22\u52a1\u6982\u51b5\u90e8\u5206<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e74\u6536\u5165\u8303\u56f4<\/li>\n\n\n\n<li>\u51c0\u8d44\u4ea7\uff08\u4e0d\u5305\u62ec\u4e3b\u8981\u4f4f\u6240<\/li>\n\n\n\n<li>\u8d22\u5bcc\u6765\u6e90\u8bf4\u660e<\/li>\n\n\n\n<li>\u6309\u8d44\u4ea7\u7c7b\u522b\u5206\u5217\u7684\u6295\u8d44\u7ecf\u9a8c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9002\u7528\u6027\u90e8\u5206<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8d44\u671f\u9650\uff08\u77ed\u671f\u3001\u4e2d\u671f\u3001\u957f\u671f\uff09<\/li>\n\n\n\n<li>\u98ce\u9669\u627f\u53d7\u80fd\u529b\u95ee\u5377<\/li>\n\n\n\n<li>\u6d41\u52a8\u8d44\u91d1\u9700\u6c42<\/li>\n\n\n\n<li>\u7279\u5b9a\u7684\u6295\u8d44\u9650\u5236\u6216\u504f\u597d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-using-dynamic-fields-and-conditional-logic\">\u4f7f\u7528\u52a8\u6001\u5b57\u6bb5\u548c\u6761\u4ef6\u903b\u8f91<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6761\u4ef6\u903b\u8f91\u80fd\u53d1\u6325\u771f\u6b63\u7684\u5a01\u529b\u3002\u4f01\u4e1a\u8d26\u6237\u8868\u5355\u53ef\u4ee5\u81ea\u52a8\u8981\u6c42<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u62e5\u6709 25% \u4ee5\u4e0a\u6240\u6709\u6743\u7684\u5b9e\u9645\u6240\u6709\u4eba<\/li>\n\n\n\n<li>\u4e3b\u4efb\u548c\u7b7e\u5b57\u4eba\u4fe1\u606f<\/li>\n\n\n\n<li>\u516c\u53f8\u6ce8\u518c\u6587\u4ef6<\/li>\n\n\n\n<li>\u516c\u53f8\u7ed3\u6784\u56fe<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u65f6\uff0c\u96f6\u552e\u5ba2\u6237\u770b\u5230\u7684\u662f\u4e00\u4e2a\u7b80\u5316\u7248\u672c\uff0c\u91cd\u70b9\u5173\u6ce8\u4e2a\u4eba\u8be6\u7ec6\u4fe1\u606f\u3002\u8fd9\u79cd\u52a8\u6001\u884c\u4e3a\u4f7f\u8868\u683c\u4fdd\u6301\u7b80\u6d01\uff0c\u540c\u65f6\u786e\u4fdd\u60a8\u51c6\u786e\u6536\u96c6\u6cd5\u89c4\u8981\u6c42\u7684\u5185\u5bb9\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mandatory-fields-and-document-uploads\">\u5fc5\u586b\u5b57\u6bb5\u548c\u6587\u4ef6\u4e0a\u4f20<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8868\u5355\u53ef\u5bf9\u5173\u952e\u7684 KYC \u6570\u636e\u6267\u884c\u5f3a\u5236\u5b57\u6bb5\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u62a4\u7167\u53f7\u7801\u6216\u8eab\u4efd\u8bc1<\/li>\n\n\n\n<li>\u7a0e\u53f7<\/li>\n\n\n\n<li>\u653f\u6cbb\u4eba\u7269\u7533\u62a5\u548c\u5236\u88c1\u7b5b\u67e5\u95ee\u9898<\/li>\n\n\n\n<li>\u5df2\u7b7e\u7f72\u7684\u6761\u6b3e\u548c\u6761\u4ef6\u786e\u8ba4\u4e66<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u4ef6\u4e0a\u4f20\u5b57\u6bb5\u5141\u8bb8\u5ba2\u6237\u5c06\u6587\u4ef6\u76f4\u63a5\u9644\u52a0\u5230 InvestGlass \u4e2d\u3002\u8eab\u4efd\u8bc1\u590d\u5370\u4ef6\u3001\u4f4f\u5740\u8bc1\u660e\u3001\u94f6\u884c\u5bf9\u8d26\u5355\u548c\u8d22\u5bcc\u6765\u6e90\u8bc1\u660e\u5747\u53ef\u8f93\u5165\u5355\u4e2a\u5ba2\u6237\u8bb0\u5f55\uff0c\u65e0\u9700\u7535\u5b50\u90ae\u4ef6\u9644\u4ef6\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-launching-a-new-client-onboarding-journey\">\u542f\u52a8\u65b0\u5ba2\u6237\u5165\u804c\u65c5\u7a0b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5173\u7cfb\u7ecf\u7406\u5f00\u59cb\u65b0\u5de5\u4f5c\u65f6\u7684\u5177\u4f53\u60c5\u51b5\u5982\u4e0b <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=\"5901\">\u6570\u5b57\u5165\u804c<\/a> \u5728 InvestGlass \u4e2d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-create-the-contact-record\">\u6b65\u9aa4 1\uff1a\u521b\u5efa\u8054\u7cfb\u4eba\u8bb0\u5f55<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\u521b\u5efa\u65b0\u7684\u6f5c\u5728\u5ba2\u6237\u6216\u8054\u7cfb\u4eba\u8bb0\u5f55\u3002\u4ed6\u4eec\u4f1a\u8bb0\u5f55\u9996\u6b21\u4f1a\u9762\u6216\u901a\u8bdd\uff0c\u8bb0\u5f55\u5ba2\u6237\u7684\u65e2\u5b9a\u76ee\u6807\uff0c\u5e76\u5c06\u6f5c\u5728\u5ba2\u6237\u5206\u914d\u5230\u76f8\u5e94\u7684\u5165\u804c\u6d41\u7a0b\u4e2d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-select-and-send-the-onboarding-form\">\u7b2c 2 \u6b65\uff1a\u9009\u62e9\u5e76\u53d1\u9001\u5165\u804c\u8868\u683c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e\u4ea7\u54c1\u7c7b\u578b\uff0c\u7ecf\u7406\u9009\u62e9\u5408\u9002\u7684 InvestGlass \u8868\u683c\u6a21\u677f\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5168\u6743\u59d4\u6258\u5ba2\u6237\u505a\u51fa\u6295\u8d44\u51b3\u5b9a<\/li>\n\n\n\n<li>\u4e3a\u5e0c\u671b\u5728\u4ea4\u6613\u524d\u83b7\u5f97\u5efa\u8bae\u7684\u5ba2\u6237\u63d0\u4f9b\u54a8\u8be2<\/li>\n\n\n\n<li>\u4fdd\u969c\u4ea7\u54c1\u7684\u4fdd\u5355\u7533\u8bf7<\/li>\n\n\n\n<li>\u4e3a\u7ba1\u7406\u81ea\u5df1\u6295\u8d44\u7684\u5ba2\u6237\u63d0\u4f9b\u6258\u7ba1\u8d26\u6237<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8868\u683c\u901a\u8fc7\u5b89\u5168\u94fe\u63a5\u6216\u76f4\u63a5\u901a\u8fc7\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u53d1\u9001\u3002\u4efb\u4f55\u654f\u611f\u6570\u636e\u90fd\u4e0d\u4f1a\u901a\u8fc7\u672a\u52a0\u5bc6\u7684\u7535\u5b50\u90ae\u4ef6\u53d1\u9001\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-client-completes-the-digital-experience\">\u6b65\u9aa4 3\uff1a\u5ba2\u6237\u5b8c\u6210\u6570\u5b57\u4f53\u9a8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u53ef\u80fd\u7684\u60c5\u51b5\u4e0b\uff0c\u5ba2\u6237\u53ef\u4ee5\u83b7\u5f97\u54c1\u724c\u4f53\u9a8c\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728\u53f0\u5f0f\u673a\u6216\u79fb\u52a8\u8bbe\u5907\u4e0a\u586b\u5199\u8868\u683c<\/li>\n\n\n\n<li>\u4fdd\u5b58\u8fdb\u5ea6\uff0c\u7a0d\u540e\u8fd4\u56de<\/li>\n\n\n\n<li>\u4ee5\u652f\u6301\u7684\u683c\u5f0f\u4e0a\u4f20\u6240\u9700\u6587\u4ef6<\/li>\n\n\n\n<li>\u65e0\u9700\u6253\u5370\u4efb\u4f55\u4e1c\u897f\u5373\u53ef\u8fdb\u884c\u6570\u5b57\u7b7e\u540d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u96f6\u552e\u5ba2\u6237\uff0c\u6574\u4e2a\u6d41\u7a0b\u901a\u5e38\u9700\u8981 10 \u5230 30 \u5206\u949f\u3002\u4f7f\u7528\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\uff0c\u4e00\u4e9b\u7b80\u5355\u7684\u8d26\u6237\u53ea\u9700 5 \u5206\u949f\u5373\u53ef\u5b8c\u6210\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-automated-reminders\">\u6b65\u9aa4 4\uff1a\u81ea\u52a8\u63d0\u9192<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u5411\u5c1a\u672a\u63d0\u4ea4\u8868\u683c\u6216\u7f3a\u5c11\u6587\u4ef6\u7684\u5ba2\u6237\u81ea\u52a8\u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u6216\u77ed\u4fe1\u63d0\u9192\u3002\u8fd9\u79cd\u81ea\u52a8\u5316\u529f\u80fd\u907f\u514d\u4e86\u5c34\u5c2c\u7684\u540e\u7eed\u7535\u8bdd\uff0c\u65e0\u9700\u4eba\u5de5\u5373\u53ef\u4fdd\u6301\u826f\u597d\u52bf\u5934\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-Form-Builder.png\" alt=\"\" class=\"wp-image-48311\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automating-compliance-kyc-and-aml-checks\">\u5408\u89c4\u3001KYC \u548c\u53cd\u6d17\u94b1\u68c0\u67e5\u81ea\u52a8\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u670d\u52a1\u4e8e\u5fc5\u987b\u9075\u5b88 KYC\u3001AML\u3001LSFin \u548c MiFID II \u51c6\u5219\u7684\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u3002\u8be5\u5e73\u53f0\u5c06\u5408\u89c4\u7eb3\u5165\u6bcf\u4e2a\u6b65\u9aa4\uff0c\u800c\u4e0d\u662f\u4e8b\u540e\u624d\u8003\u8651\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automatic-data-mapping\">\u81ea\u52a8\u6570\u636e\u6620\u5c04<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u63d0\u4ea4\u8868\u683c\u540e\uff0c\u6570\u636e\u4f1a\u81ea\u52a8\u6620\u5c04\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8bb0\u5f55\u4e2d\u3002\u5408\u89c4\u4eba\u5458\u53ef\u4ee5\u5728\u4e00\u4e2a\u5c4f\u5e55\u4e0a\u67e5\u770b\u5b8c\u6574\u7684\u8d44\u6599\uff0c\u800c\u4e0d\u5fc5\u5728\u7535\u5b50\u90ae\u4ef6\u548c\u6587\u4ef6\u5939\u4e2d\u67e5\u627e\u6587\u4ef6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-risk-scoring-and-screening-workflows\">\u98ce\u9669\u8bc4\u5206\u548c\u7b5b\u67e5\u5de5\u4f5c\u6d41\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5de5\u4f5c\u6d41\u7a0b\u53ef\u89e6\u53d1<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6839\u636e\u53ef\u914d\u7f6e\u7684\u6807\u51c6\u81ea\u52a8\u8fdb\u884c\u98ce\u9669\u8bc4\u5206<\/li>\n\n\n\n<li>PEP \u548c\u5236\u88c1\u7b5b\u67e5\u4e00\u4f53\u5316<\/li>\n\n\n\n<li>\u9ad8\u98ce\u9669\u5ba2\u6237\u8def\u7531\u81f3\u4eba\u5de5\u5ba1\u6838\u961f\u5217<\/li>\n\n\n\n<li>\u5f3a\u5316\u5c3d\u804c\u8c03\u67e5\u4efb\u52a1\u5206\u914d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-approval-workflows\">\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6307\u5b9a\u5ba1\u6279\u4eba\u8fdb\u884c\u6570\u5b57\u7b7e\u540d\u4e4b\u524d\uff0c\u8d26\u6237\u4e0d\u80fd\u6807\u8bb0\u4e3a\u5df2\u5f00\u7acb\u3002\u8fd9\u4e9b\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\u4ee5\u4e32\u884c\u6216\u5e76\u884c\u6a21\u5f0f\u8fd0\u884c\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u5de5\u4f5c\u6d41\u7a0b\u7c7b\u578b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5982\u4f55\u4f7f\u7528<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e32\u884c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9996\u5148\u7531\u5408\u89c4\u90e8\u95e8\u6279\u51c6\uff0c\u7136\u540e\u7531\u7ba1\u7406\u5c42\u6279\u51c6\uff0c\u6700\u540e\u7531\u8fd0\u8425\u90e8\u95e8\u6279\u51c6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5e73\u884c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u591a\u4e2a\u56e2\u961f\u540c\u65f6\u5bf9\u8054\u7cfb\u4eba\u3001\u6587\u4ef6\u548c\u8d26\u6237\u8fdb\u884c\u6295\u7968<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6df7\u5408\u52a8\u529b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u67d0\u4e9b\u5ba1\u6279\u662f\u5e76\u884c\u7684\uff0c\u5176\u4ed6\u5ba1\u6279\u5219\u9700\u8981\u6309\u987a\u5e8f\u7b7e\u7f72<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u62d2\u7edd\u540e\uff0c\u7cfb\u7edf\u4f1a\u81ea\u52a8\u5411\u5ba2\u6237\u6216\u5173\u7cfb\u7ecf\u7406\u53d1\u51fa\u6709\u9488\u5bf9\u6027\u7684\u6587\u4ef6\u8bf7\u6c42\uff0c\u5f62\u6210\u4e00\u4e2a\u95ed\u73af\uff0c\u76f4\u81f3\u8fbe\u6210\u5171\u8bc6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-example\">\u771f\u5b9e\u6848\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u82cf\u9ece\u4e16\u7684\u4e00\u5bb6\u5546\u4e1a\u94f6\u884c\u4f7f\u7528 InvestGlass \u6765\u786e\u4fdd\u6bcf\u4e2a\u65b0\u5ba2\u6237\u5728\u6295\u8d44\u7ec4\u5408\u83b7\u5f97\u8d44\u91d1\u4e4b\u524d\u90fd\u901a\u8fc7\u53cd\u6d17\u94b1\u68c0\u67e5\u3002\u7ed3\u679c\u5982\u4f55\uff1f\u5f00\u6237\u65f6\u95f4\u4ece 40 \u5929\u7f29\u77ed\u81f3 2 \u5929\u3002\u4e0e\u6587\u4ef6\u4e0d\u5b8c\u6574\u6709\u5173\u7684\u5ba1\u8ba1\u7ed3\u679c\u51e0\u4e4e\u6d88\u5931\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-using-ai-and-automation-to-streamline-onboarding\">\u5229\u7528\u4eba\u5de5\u667a\u80fd\u548c\u81ea\u52a8\u5316\u6765\u7b80\u5316\u5165\u804c\u6d41\u7a0b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u96c6\u6210\u4e86\u4eba\u5de5\u667a\u80fd\uff0c\u5305\u62ec\u5927\u578b\u8bed\u8a00\u6a21\u578b\uff0c\u4ee5\u51cf\u5c11\u524d\u53f0\u548c\u5408\u89c4\u56e2\u961f\u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u7684\u91cd\u590d\u6027\u5de5\u4f5c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-powered-risk-summaries\">\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u98ce\u9669\u6458\u8981<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u53ef\u4ee5\u5c06\u5197\u957f\u7684 KYC \u95ee\u5377\u5f52\u7eb3\u4e3a\u7b80\u660e\u7684\u98ce\u9669\u6982\u51b5\uff0c\u5e76\u663e\u793a\u5728\u5ba2\u6237\u8bb0\u5f55\u4e2d\u3002\u5728\u6b22\u8fce\u7535\u8bdd\u4e4b\u524d\uff0c\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u4f1a\u770b\u5230\u4e00\u4e2a\u6e05\u6670\u7684\u6982\u8ff0\uff0c\u800c\u4e0d\u662f\u6eda\u52a8\u6d4f\u89c8\u51e0\u9875\u7684\u539f\u59cb\u7b54\u590d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-task-assignment\">\u81ea\u52a8\u4efb\u52a1\u5206\u914d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e2d\u7684\u53ef\u914d\u7f6e\u81ea\u52a8\u5316\u529f\u80fd\u53ef\u4ee5<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728\u6ee1\u8db3\u7279\u5b9a\u6761\u4ef6\u65f6\u5206\u914d\u540e\u7eed\u4efb\u52a1<\/li>\n\n\n\n<li>KYC \u6279\u51c6\u540e\u81ea\u52a8\u5b89\u6392\u6b22\u8fce\u7535\u8bdd<\/li>\n\n\n\n<li>\u5f53\u5ba2\u6237\u5b8c\u6210\u6570\u5b57\u5e94\u7528\u7a0b\u5e8f\u65f6\u89e6\u53d1\u5185\u90e8\u901a\u77e5<\/li>\n\n\n\n<li>\u5c06\u505c\u6ede\u4e0d\u524d\u7684\u5165\u804c\u95ee\u9898\u4e0a\u62a5\u4e3b\u7ba1\u4eba\u5458<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-personalised-communications\">\u4e2a\u6027\u5316\u901a\u4fe1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u53ef\u6839\u636e\u5165\u804c\u671f\u95f4\u6536\u96c6\u7684\u4fe1\u606f\uff0c\u534f\u52a9\u751f\u6210\u4e2a\u6027\u5316\u7684\u6b22\u8fce\u4fe1\u606f\u6216\u6295\u8d44\u653f\u7b56\u6458\u8981\u3002\u8fd9\u4e9b\u4e0d\u662f\u901a\u7528\u6a21\u677f\uff0c\u800c\u662f\u53c2\u8003\u5ba2\u6237\u6240\u8ff0\u504f\u597d\u91cf\u8eab\u5b9a\u5236\u7684\u901a\u4fe1\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-data-protection\">\u745e\u58eb\u6570\u636e\u4fdd\u62a4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u6709\u81ea\u52a8\u5316\u90fd\u5728 InvestGlass \u53d7\u63a7\u73af\u5883\u4e2d\u8fd0\u884c\u3002\u745e\u58eb\u6570\u636e\u4fdd\u62a4\u89c4\u5219\u5f97\u5230\u9075\u5b88\uff0c\u4e0d\u4f1a\u4e0e\u5916\u90e8\u5de5\u5177\u5171\u4eab\u4e0d\u53d7\u63a7\u5236\u7684\u6570\u636e\u3002\u60a8\u7684\u5ba2\u6237\u4fe1\u606f\u4e0d\u4f1a\u4e22\u5931\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-connecting-onboarding-to-portfolio-management-and-client-portal\">\u5c06\u5165\u804c\u4e0e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u8fde\u63a5\u8d77\u6765<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ea\u6709\u5f53\u5ba2\u6237\u53ef\u4ee5\u67e5\u770b\u81ea\u5df1\u7684\u8d26\u6237\u3001\u7ba1\u7406\u81ea\u5df1\u7684\u6295\u8d44\u5e76\u4e0e\u60a8\u7684\u673a\u6784\u4e92\u52a8\u65f6\uff0c\u5165\u804c\u624d\u7b97\u5b8c\u6210\u3002\u8fd9\u6b63\u662f InvestGlass \u771f\u6b63\u4e0e\u4f17\u4e0d\u540c\u4e4b\u5904\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-seamless-portfolio-integration\">\u65e0\u7f1d\u7ec4\u5408\u96c6\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65e6\u5408\u89c4\u90e8\u95e8\u6279\u51c6\u6587\u4ef6\uff0cInvestGlass \u5373\u4f1a\u5c06\u5ba2\u6237\u6570\u636e\u63a8\u9001\u81f3\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\u6a21\u5757\u3002\u521b\u5efa\u5de5\u5177\u3001\u6a21\u578b\u548c\u59d4\u6258\u65f6\u65e0\u9700\u91cd\u590d\u8f93\u5165\u4fe1\u606f\u3002\u8be5\u5e73\u53f0\u53ef\u81ea\u52a8\u9884\u586b 20% \u81f3 44% \u7684\u5b57\u6bb5\uff0c\u6d88\u9664\u4e86\u591a\u4f59\u7684\u6570\u636e\u8f93\u5165\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal-activation\">\u5ba2\u6237\u95e8\u6237\u6fc0\u6d3b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u5ba2\u6237\u95e8\u6237\u53ef\u76f4\u63a5\u4ece CRM \u6fc0\u6d3b\u3002\u5ba2\u6237\u53ef\u5b89\u5168\u8bbf\u95ee<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ed6\u4eec\u7684\u5165\u804c\u6587\u4ef6\u548c\u7b7e\u7f72\u7684\u534f\u8bae<\/li>\n\n\n\n<li>\u9002\u5b9c\u6027\u95ee\u5377\u8c03\u67e5\u548c\u98ce\u9669\u7b80\u4ecb<\/li>\n\n\n\n<li>\u6295\u8d44\u7ec4\u5408\u62a5\u544a\u548c\u7ee9\u6548\u5206\u6790<\/li>\n\n\n\n<li>\u4e0e\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u5b89\u5168\u901a\u4fe1<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation-integration\">\u8425\u9500\u81ea\u52a8\u5316\u96c6\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fde\u63a5\u8425\u9500\u81ea\u52a8\u5316\u6d41\u7a0b\uff0c\u4ee5\u4fbf\u65b0\u5ba2\u6237\u5728\u6700\u521d 30 \u5929\u5185\u6536\u5230\u6559\u80b2\u5185\u5bb9\u3002\u8fd9\u53ef\u80fd\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0e\u5176\u6295\u8d44\u7ec4\u5408\u76f8\u5173\u7684\u6700\u65b0\u5e02\u573a\u60c5\u51b5<\/li>\n\n\n\n<li>\u5e73\u53f0\u6559\u7a0b\u548c\u529f\u80fd\u4ecb\u7ecd<\/li>\n\n\n\n<li>\u60a8\u6240\u5728\u8f96\u533a\u8981\u6c42\u7684\u76d1\u7ba1\u62ab\u9732<\/li>\n\n\n\n<li>\u9080\u8bf7\u53c2\u52a0\u7f51\u7edc\u7814\u8ba8\u4f1a\u6216\u5ba2\u6237\u6d3b\u52a8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u7d27\u5bc6\u96c6\u6210\u51cf\u5c11\u4e86\u9519\u8bef\uff0c\u52a0\u5feb\u4e86\u9996\u6b21\u6295\u8d44\u7684\u65f6\u95f4\uff0c\u5e76\u521b\u5efa\u4e86\u4e00\u4e2a\u8fde\u7eed\u7684\u6570\u5b57\u65c5\u7a0b\uff0c\u800c\u4e0d\u662f\u4e00\u6b21\u6027\u7684\u5165\u804c\u6d3b\u52a8\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-2.png\" alt=\"\u5982\u4f55\u4f7f\u7528 InvestGlass CRM \u8fdb\u884c\u5ba2\u6237\u5165\u804c\u57f9\u8bad\" class=\"wp-image-48974\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-2.png 600w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-2-300x200.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/codifyformatter-2-18x12.png 18w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-successful-client-onboarding-with-investglass\">\u4f7f\u7528 InvestGlass \u6210\u529f\u5b8c\u6210\u5ba2\u6237\u5165\u804c\u7684\u6700\u4f73\u5b9e\u8df5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ec5\u9760\u6280\u672f\u5e76\u4e0d\u80fd\u6539\u53d8\u60a8\u7684\u8fd0\u8425\u3002\u5728\u90e8\u7f72 InvestGlass \u65f6\uff0c\u6d41\u7a0b\u8bbe\u8ba1\u540c\u6837\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardise-templates-by-segment\">\u5404\u90e8\u95e8\u6807\u51c6\u5316\u6a21\u677f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u4e0d\u540c\u7c7b\u578b\u7684\u5ba2\u6237\u521b\u5efa\u4e0d\u540c\u7684\u5165\u804c\u6a21\u677f\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>\u6a21\u677f\u91cd\u70b9<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u51c0\u503c\u4e2a\u4eba<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7efc\u5408\u9002\u7528\u6027\u3001\u8d22\u5bcc\u6765\u6e90\u3001\u590d\u6742\u7ed3\u6784<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u96f6\u552e\u5ba2\u6237<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b80\u5316 KYC\uff0c\u66f4\u5feb\u5b8c\u6210\uff0c\u79fb\u52a8\u4f18\u5316<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\u5c0f\u578b\u4f01\u4e1a\u548c\u516c\u53f8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b9e\u9645\u6240\u6709\u6743\u3001\u8463\u4e8b\u3001\u6388\u6743\u7b7e\u5b57\u4eba<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u673a\u6784\u6295\u8d44\u8005<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5c3d\u804c\u8c03\u67e5\u95ee\u5377\u3001\u4efb\u52a1\u6587\u4ef6<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-monitor-dashboards-for-bottlenecks\">\u76d1\u63a7\u4eea\u8868\u677f\u4ee5\u53d1\u73b0\u74f6\u9888<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u671f\u67e5\u770b InvestGlass \u9762\u677f\u4e2d\u7684\u5165\u804c\u6570\u636e\u3002\u9700\u8981\u8ddf\u8e2a\u7684\u5173\u952e\u6307\u6807\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ece\u8868\u683c\u53d1\u51fa\u5230 KYC 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class=\"wp-block-list\">\n<li>\u7b14\u8bb0\u548c\u6d3b\u52a8\u8bb0\u5f55<\/li>\n\n\n\n<li>\u521b\u5efa\u548c\u5206\u914d\u4efb\u52a1<\/li>\n\n\n\n<li>\u5de5\u4f5c\u6d41\u7a0b\u89e6\u53d1\u5668\u548c\u5ba1\u6279<\/li>\n\n\n\n<li>\u62a5\u544a\u548c\u4eea\u8868\u677f\u7684\u4f7f\u7528<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5de5\u5177\u7684\u5a01\u529b\u53d6\u51b3\u4e8e\u4f7f\u7528\u5b83\u7684\u4eba\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-start-with-a-pilot\">\u4ece\u8bd5\u70b9\u5f00\u59cb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0e\u5176\u4e00\u6b21\u6027\u5728\u6574\u4e2a\u7ec4\u7ec7\u4e2d\u63a8\u5e7f\uff0c\u4e0d\u5982\u5148\u5728\u4e00\u4e2a\u5730\u533a\u6216\u4e1a\u52a1\u7ebf\u4e2d\u8fdb\u884c\u8bd5\u70b9\u3002\u6536\u96c6\u4e00\u7ebf\u56e2\u961f\u7684\u53cd\u9988\u610f\u89c1\u3002\u5b8c\u5584\u8868\u683c\u548c\u5de5\u4f5c\u6d41\u7a0b\u3002\u7136\u540e\u6ee1\u6000\u4fe1\u5fc3\u5730\u5c06 InvestGlass 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class=\"wp-block-paragraph\">\u5b9e\u65bd\u65f6\u95f4\u53d6\u51b3\u4e8e\u590d\u6742\u7a0b\u5ea6\uff0c\u4f46\u8bb8\u591a\u516c\u53f8\u53ef\u4ee5\u5728\u51e0\u5468\u5185\u914d\u7f6e\u6838\u5fc3\u5165\u804c\u6d41\u7a0b\u3001\u57fa\u672c\u8868\u5355\u548c\u7528\u6237\u89d2\u8272\u3002\u8ba1\u5212\u4e0e\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u3001\u6295\u8d44\u7ec4\u5408\u5de5\u5177\u548c\u8eab\u4efd\u4f9b\u5e94\u5546\u96c6\u6210\u7684\u5927\u578b\u94f6\u884c\u901a\u5e38\u4f1a\u5728\u51e0\u4e2a\u6708\u5185\u5206\u9636\u6bb5\u5b9e\u65bd\u9879\u76ee\u3002\u63d0\u524d\u51c6\u5907\u597d\u73b0\u6709\u8868\u5355\u3001KYC \u653f\u7b56\u548c\u6570\u636e\u6a21\u578b\uff0c\u53ef\u5927\u5927\u7f29\u77ed\u5b9e\u65bd\u548c\u6d4b\u8bd5\u65f6\u95f4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-investglass-suitable-only-for-private-banks\">InvestGlass \u662f\u5426\u53ea\u9002\u5408\u79c1\u4eba\u94f6\u884c<\/h3>\n\n\n\n<p 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id=\"h-how-does-investglass-protect-client-data-during-onboarding\">InvestGlass \u5982\u4f55\u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u4fdd\u62a4\u5ba2\u6237\u6570\u636e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u6216\u73b0\u573a\u90e8\u7f72\u4e2d\u6258\u7ba1\u6570\u636e\uff0c\u5728\u4f20\u8f93\u548c\u9759\u6b62\u65f6\u6267\u884c\u52a0\u5bc6\u3002\u7ec6\u7c92\u5ea6\u7684\u6743\u9650\u3001\u5ba1\u8ba1\u8ddf\u8e2a\u548c\u5ba1\u6279\u65e5\u5fd7\u6709\u52a9\u4e8e\u673a\u6784\u5728\u76d1\u7ba1\u5ba1\u8ba1\u671f\u95f4\u8bc1\u660e\u5408\u89c4\u6027\u3002\u5ba2\u6237\u901a\u8fc7\u5b89\u5168\u94fe\u63a5\u6216\u95e8\u6237\u7f51\u7ad9\u586b\u5199\u8868\u683c\uff0c\u51cf\u5c11\u4e86\u901a\u8fc7\u672a\u52a0\u5bc6\u7535\u5b50\u90ae\u4ef6\u53d1\u9001\u4e2a\u4eba\u6587\u4ef6\u7684\u9700\u8981\u3002\u8fd9\u79cd\u65b9\u6cd5\u53cd\u6620\u4e86\u53d7\u76d1\u7ba1\u884c\u4e1a\u6570\u636e\u4fdd\u62a4\u7684\u672a\u6765\u8d8b\u52bf\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-integrate-with-existing-identity-verification-tools\">InvestGlass \u80fd\u5426\u4e0e\u73b0\u6709\u8eab\u4efd\u9a8c\u8bc1\u5de5\u5177\u96c6\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u901a\u8fc7 API \u8fde\u63a5\u5916\u90e8\u8eab\u4efd\u9a8c\u8bc1\u63d0\u4f9b\u5546\u3001\u6570\u5b57\u7b7e\u540d\u5e73\u53f0\u548c\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u3002\u901a\u8fc7\u8fd9\u79cd\u96c6\u6210\uff0c\u9a8c\u8bc1\u7ed3\u679c\u53ef\u81ea\u52a8\u8fd4\u56de\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u5408\u89c4\u56e2\u961f\u65e0\u9700\u79bb\u5f00\u5e73\u53f0\u5373\u53ef\u8fdb\u884c\u5ba1\u67e5\u3002\u5728\u63a2\u7d22\u8fc7\u7a0b\u4e2d\uff0c\u673a\u6784\u5e94\u4e0e InvestGlass \u8ba8\u8bba\u5176\u5f53\u524d\u7684\u4f9b\u5e94\u5546\uff0c\u4ee5\u8bbe\u8ba1\u9002\u5408\u5176\u6280\u672f\u5806\u6808\u7684\u9002\u5f53\u96c6\u6210\u8ba1\u5212\u3002.<\/p>\n\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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\u5982\u4f55\u6539\u53d8\u60a8\u7684\u5165\u804c\u6d41\u7a0b\u4e86\u5417\uff1f\u7acb\u5373\u5f00\u59cb\u514d\u8d39\u8bd5\u7528\uff0c\u4e86\u89e3\u4e3a\u4ec0\u4e48\u745e\u58eb\u53ca\u745e\u58eb\u4ee5\u5916\u7684\u9886\u5148\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u4fe1\u4efb InvestGlass \u6765\u652f\u6301\u4ed6\u4eec\u7684\u5ba2\u6237\u65c5\u7a0b\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>InvestGlass CRM centralises digital onboarding, KYC, and client data in a Swiss hosted environment to satisfy strict banking and wealth management regulations Users can launch onboarding in a few clicks by sending InvestGlass Forms, collecting KYC documents, and triggering automated approval workflows Compliance teams can configure KYC, AML, and risk scoring rules without code, ensuring [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48972,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,1006,380,95],"class_list":["post-48945","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-risk-management","tag-swiss-digital-sovereignty","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Mastering Client Onboarding: How to Use InvestGlass CRM Effectively<\/title>\n<meta name=\"description\" content=\"Enhance your client onboarding process with effective tips for using InvestGlass CRM. 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