{"id":49026,"date":"2026-02-07T15:33:41","date_gmt":"2026-02-07T14:33:41","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49026"},"modified":"2026-02-07T15:33:44","modified_gmt":"2026-02-07T14:33:44","slug":"%e5%a6%82%e4%bd%95%e6%af%94%e8%be%83%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86-crm-%e5%b9%b3%e5%8f%b0","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-compare-wealth-management-crm-platforms\/","title":{"rendered":"\u5982\u4f55\u6bd4\u8f83\u8d22\u5bcc\u7ba1\u7406 CRM \u5e73\u53f0"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2026 \u5e74\u8d22\u5bcc\u7ba1\u7406 CRM \u7684\u9009\u62e9\u53d7\u76d1\u7ba1\u3001\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u548c\u6570\u636e\u9690\u79c1\u9700\u6c42\u7684\u5f71\u54cd\u3002\u60a8\u4eca\u5929\u505a\u51fa\u7684\u51b3\u5b9a\u5c06\u5728\u672a\u6765\u6570\u5e74\u5185\u5f71\u54cd\u516c\u53f8\u7684\u5408\u89c4\u72b6\u51b5\u3001\u987e\u95ee\u7684\u5de5\u4f5c\u6548\u7387\u548c\u5ba2\u6237\u4f53\u9a8c\u3002\u4ee5\u4e0b\u662f\u516c\u53f8\u5fc5\u987b\u8bc4\u4f30\u7684\u6838\u5fc3\u56e0\u7d20\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u53d7\u76d1\u7ba1\u673a\u6784\u5e94\u4f18\u5148\u8003\u8651\u6570\u636e\u4e3b\u6743\uff0c\u7279\u522b\u662f InvestGlass \u7b49\u745e\u58eb\u6258\u7ba1\u65b9\u6848\uff0c\u4ee5\u6ee1\u8db3\u6b27\u6d32\u548c\u5168\u7403\u9690\u79c1\u8981\u6c42<\/li>\n\n\n\n<li>\u6b63\u786e\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5fc5\u987b\u7edf\u4e00 <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=\"5911\">\u6570\u5b57\u5165\u804c<\/a>, \u4f5c\u4e3a\u4e00\u4e2a\u7b80\u5355\u7684\u8054\u7cfb\u4eba\u6570\u636e\u5e93\uff0c\u63d0\u4f9b KYC\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5ba2\u6237\u6c9f\u901a\u529f\u80fd<\/li>\n\n\n\n<li>\u4e0e\u73b0\u6709\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\u548c\u89c4\u5212\u5de5\u5177\u7684\u6574\u5408\u5f80\u5f80\u6bd4\u5355\u4e2a\u529f\u80fd\u6e05\u5355\u66f4\u91cd\u8981<\/li>\n\n\n\n<li>\u5728\u7b7e\u8ba2\u591a\u5e74 CRM \u5408\u540c\u4e4b\u524d\uff0c\u987e\u95ee\u5e94\u59cb\u7ec8\u4f7f\u7528\u771f\u5b9e\u5ba2\u6237\u6570\u636e\u8fdb\u884c\u7ed3\u6784\u5316\u6982\u5ff5\u9a8c\u8bc1<\/li>\n\n\n\n<li>\u4e09\u81f3\u4e94\u5e74\u7684\u603b\u62e5\u6709\u6210\u672c\u8fdc\u6bd4\u8bb8\u53ef\u8bc1\u7684\u6807\u9898\u4ef7\u683c\u66f4\u91cd\u8981<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-why-crm-comparison-matters-for-wealth-managers-in-2026\">\u5bfc\u8a00\uff1a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6bd4\u8f83\u4e3a\u4f55\u5bf9 2026 \u5e74\u7684\u8d22\u5bcc\u7ecf\u7406\u4eba\u81f3\u5173\u91cd\u8981<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6b27\u6d32\u3001\u4e2d\u4e1c\u548c\u4e9a\u6d32\uff0c\u6536\u8d39\u538b\u529b\u3001\u8fdc\u7a0b\u54a8\u8be2\u6a21\u5f0f\u4ee5\u53ca\u66f4\u4e25\u683c\u7684\u6cd5\u89c4\u5df2\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4ece\u4e00\u4e2a\u4e0d\u9519\u7684\u5de5\u5177\u8f6c\u53d8\u4e3a\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u6838\u5fc3\u7cfb\u7edf\u3002\u91d1\u878d\u673a\u6784\u518d\u4e5f\u4e0d\u80fd\u5c06\u5ba2\u6237\u6570\u636e\u89c6\u4e3a\u7535\u5b50\u8868\u683c\u548c\u7535\u5b50\u90ae\u4ef6\u6536\u4ef6\u7bb1\u4e2d\u7684\u96f6\u6563\u4fe1\u606f\u3002\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u9700\u8981\u66f4\u591a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u5e73\u53f0\u662f\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u4f7f\u7528\u7684\u4e00\u79cd\u91d1\u878d\u8f6f\u4ef6\uff0c\u7528\u4e8e\u7b80\u5316\u5ba2\u6237\u7ba1\u7406\u3001\u81ea\u52a8\u6267\u884c\u4efb\u52a1\u5e76\u786e\u4fdd\u5408\u89c4\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u4ee3\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5fc5\u987b\u652f\u6301\u4ece\u9996\u6b21\u63a5\u89e6\u548c\u6f5c\u5728\u5ba2\u6237\u5230\u5168\u6743\u59d4\u6258\u62a5\u544a\u548c\u6301\u7eed\u7684\u9002\u5f53\u6027\u5ba1\u67e5\u7b49\u6240\u6709\u73af\u8282\u3002\u8fd9\u4e0d\u662f\u4e00\u822c\u610f\u4e49\u4e0a\u7684\u9500\u552e\u7ba1\u9053\u7ba1\u7406\u3002\u5b83\u6d89\u53ca\u5904\u7406\u654f\u611f\u7684\u8d22\u52a1\u6570\u636e\u3001\u76d1\u7ba1\u8981\u6c42\u548c\u8de8\u8f96\u533a\u7684\u590d\u6742\u5ba2\u6237\u5173\u7cfb\u3002\u73b0\u4ee3\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u8fd8\u53ef\u4e0e\u5176\u4ed6\u91d1\u878d\u5de5\u5177\u96c6\u6210\uff0c\u5982\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u4f1a\u8ba1\u548c\u8d22\u52a1\u89c4\u5212\u7cfb\u7edf\uff0c\u4ee5\u6539\u5584\u8d22\u52a1\u987e\u95ee\u7684\u6570\u636e\u540c\u6b65\u548c\u51b3\u7b56\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u4ece InvestGlass \u4f5c\u4e3a\u745e\u58eb\u8d22\u5bcc\u6280\u672f\u63d0\u4f9b\u5546\u7684\u89d2\u5ea6\u64b0\u5199\u3002\u6211\u4eec\u7684\u91cd\u70b9\u662f\u8bc4\u4f30\u8fc7\u7a0b\uff0c\u800c\u4e0d\u662f\u5217\u51fa\u901a\u7528\u7684\u5341\u5927\u5de5\u5177\u3002\u6211\u4eec\u5c06\u63d0\u4f9b\u4e00\u4e2a\u7ed3\u6784\u5316\u6846\u67b6\uff0c\u4f9b\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u5bb6\u65cf\u529e\u516c\u5ba4\u7528\u4e8e\u6bd4\u8f83 InvestGlass\u3001Salesforce Financial Services Cloud\u3001Microsoft Dynamics 365\u3001Wealth Dynamix \u7b49\u5e73\u53f0\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-using-a-crm-system-in-wealth-management\">\u5728\u8d22\u5bcc\u7ba1\u7406\u4e2d\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u597d\u5904<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8d22\u5bcc\u7ba1\u7406\u4e2d\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u6240\u5e26\u6765\u7684\u4f18\u52bf\u8fdc\u4e0d\u6b62\u7b80\u5355\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u3002\u5bf9\u4e8e\u7406\u8d22\u987e\u95ee\u800c\u8a00\uff0c\u73b0\u4ee3\u7684\u7406\u8d22\u987e\u95ee\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u662f\u6240\u6709\u5ba2\u6237\u6570\u636e\u7684\u4e2d\u5fc3\u67a2\u7ebd\uff0c\u80fd\u591f\u5168\u65b9\u4f4d\u3001360 \u5ea6\u5730\u4e86\u89e3\u6bcf\u4f4d\u5ba2\u6237\u7684\u8d22\u52a1\u72b6\u51b5\u3001\u504f\u597d\u548c\u5ba2\u6237\u4e92\u52a8\u5386\u53f2\u3002\u8fd9\u79cd\u5168\u9762\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u65b9\u6cd5\u4f7f\u987e\u95ee\u80fd\u591f\u63d0\u4f9b\u9ad8\u5ea6\u4e2a\u6027\u5316\u7684\u5efa\u8bae\uff0c\u9884\u6d4b\u5ba2\u6237\u9700\u6c42\uff0c\u5e76\u5efa\u7acb\u66f4\u7a33\u56fa\u3001\u66f4\u6301\u4e45\u7684\u5ba2\u6237\u5173\u7cfb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u901a\u8fc7\u5b9e\u73b0\u6570\u636e\u6536\u96c6\u3001\u6587\u4ef6\u7ba1\u7406\u548c\u5408\u89c4\u6027\u68c0\u67e5\u7684\u81ea\u52a8\u5316\uff0c\u7b80\u5316\u4e86\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\uff0c\u51cf\u5c11\u4e86\u4eba\u5de5\u64cd\u4f5c\uff0c\u52a0\u5feb\u4e86\u5165\u804c\u8fdb\u7a0b\u3002\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u901a\u8fc7\u81ea\u52a8\u6267\u884c\u91cd\u590d\u6027\u4efb\u52a1\u3001\u63d0\u9192\u548c\u8ddf\u8fdb\uff0c\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4e86\u8fd0\u8425\u6548\u7387\uff0c\u4f7f\u8d22\u52a1\u987e\u95ee\u80fd\u591f\u5c06\u66f4\u591a\u65f6\u95f4\u7528\u4e8e\u8d22\u52a1\u89c4\u5212\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7b49\u6218\u7565\u6d3b\u52a8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u5916\uff0c\u96c6\u4e2d\u7684\u5ba2\u6237\u6570\u636e\u548c\u81ea\u52a8\u5316\u6d41\u7a0b\u6709\u52a9\u4e8e\u63d0\u9ad8\u5ba2\u6237\u4fdd\u7559\u7387\u3002\u987e\u95ee\u53ef\u4ee5\u79ef\u6781\u4e3b\u52a8\u5730\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\uff0c\u8ddf\u8e2a\u5173\u952e\u91cc\u7a0b\u7891\uff0c\u5e76\u786e\u4fdd\u59cb\u7ec8\u5982\u4e00\u7684\u6c9f\u901a\uff0c\u6240\u6709\u8fd9\u4e9b\u90fd\u80fd\u4fc3\u8fdb\u4fe1\u4efb\u548c\u5fe0\u8bda\u5ea6\u3002\u901a\u8fc7\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff0c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u8fd8\u53ef\u4ee5\u66f4\u6709\u6548\u5730\u76d1\u63a7\u548c\u5206\u6790\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\uff0c\u8bc6\u522b\u589e\u957f\u673a\u4f1a\uff0c\u5e76\u5728\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u5185\u63d0\u4f9b\u66f4\u9ad8\u6807\u51c6\u7684\u670d\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u603b\u4e4b\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5bf9\u4e8e\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u4f18\u5316\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u63d0\u9ad8\u5ba2\u6237\u4fdd\u7559\u7387\u3001\u63d0\u9ad8\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5ba2\u6237\u5165\u804c\u6548\u7387\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-1-define-your-firm-s-wealth-management-use-cases-before-comparing-crms\">\u7b2c 1 \u6b65\uff1a\u5728\u6bd4\u8f83 CRM \u4e4b\u524d\u786e\u5b9a\u516c\u53f8\u7684\u8d22\u5bcc\u7ba1\u7406\u7528\u4f8b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bd4\u8f83\u5e94\u4ece\u5177\u4f53\u7684\u4f7f\u7528\u6848\u4f8b\u548c\u76d1\u7ba1\u4e49\u52a1\u51fa\u53d1\uff0c\u800c\u4e0d\u662f\u4ece\u4f9b\u5e94\u5546\u7684\u5ba3\u4f20\u518c\u6216\u529f\u80fd\u7f51\u683c\u51fa\u53d1\u3002\u6bcf\u5bb6\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u8fd0\u4f5c\u65b9\u5f0f\u90fd\u4e0d\u5c3d\u76f8\u540c\uff0c\u5728\u4e00\u5bb6\u516c\u53f8\u8fd0\u4f5c\u51fa\u8272\u7684\u8d22\u52a1\u987e\u95ee CRM \u53ef\u80fd\u4f1a\u7ed9\u53e6\u4e00\u5bb6\u516c\u53f8\u5e26\u6765\u6469\u64e6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9700\u8981\u7ed8\u5236\u7684\u5178\u578b\u8d22\u5bcc\u7ba1\u7406\u6d41\u7a0b\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e3a\u65b0\u4efb\u52a1\u8fdb\u884c\u52d8\u63a2\u548c\u7ebf\u7d22\u7ba1\u7406<\/li>\n\n\n\n<li>MiFID II \u6216 LSFin \u9002\u5408\u6027\u548c\u9002\u5f53\u6027\u8bc4\u4f30<\/li>\n\n\n\n<li>\u8de8\u5883\u68c0\u67e5\u548c\u7a0e\u52a1\u5c45\u7559\u6587\u4ef6<\/li>\n\n\n\n<li>\u5ba2\u6237\u5165\u804c\u548c KYC \u6536\u96c6<\/li>\n\n\n\n<li>\u6295\u8d44\u5efa\u8bae\u751f\u6210\u548c\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b<\/li>\n\n\n\n<li>\u8ba2\u5355\u8def\u7531\u548c\u6267\u884c\u6587\u4ef6<\/li>\n\n\n\n<li>\u5b9a\u671f\u5ba1\u67e5\u548c\u6301\u7eed\u76d1\u6d4b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u516c\u53f8\u7c7b\u578b\u4e0d\u540c\uff0c\u9700\u6c42\u4e5f\u5927\u76f8\u5f84\u5ead\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\u53f8\u7c7b\u578b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u4e3b\u8981\u4f18\u5148\u4e8b\u9879<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u745e\u58eb\u79c1\u4eba\u94f6\u884c\uff08\u8d85\u9ad8\u51c0\u503c\uff09<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u591a\u5b9e\u4f53\u7ed3\u6784\u3001\u745e\u58eb\u6570\u636e\u9a7b\u7559\u3001\u590d\u6742\u7684\u4fe1\u4efb\u7ba1\u7406<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u82f1\u56fd IFA \u7f51\u7edc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53ef\u6269\u5c55\u7684\u5165\u804c\u3001\u517b\u8001\u91d1\u8f6c\u79fb\u5de5\u4f5c\u6d41\u7a0b\u3001FCA \u5408\u89c4\u8ddf\u8e2a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6b27\u76df\u673a\u5668\u4eba\u987e\u95ee<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u5b57\u4f18\u5148\u5165\u804c\u3001\u81ea\u52a8\u9002\u7528\u6027\u3001\u5927\u91cf\u5ba2\u6237\u7ba1\u7406<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\u4e1c\u79c1\u4eba\u8d22\u5bcc\u7cbe\u54c1\u5e97<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5bb6\u65cf\u529e\u516c\u5ba4\u7ed3\u6784\u3001\u591a\u79cd\u8d27\u5e01\u3001\u5f53\u5730\u76d1\u7ba1\u534f\u8c03<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u51b3\u7b56\u8005\u5728\u6bd4\u8f83\u5e73\u53f0\u4e4b\u524d\uff0c\u5e94\u5148\u56de\u7b54\u8fd9\u4e9b\u95ee\u9898\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6709\u591a\u5c11\u5173\u7cfb\u7ecf\u7406\u548c\u652f\u6301\u4eba\u5458\u4f1a\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff1f<\/li>\n\n\n\n<li>\u516c\u53f8\u6709\u591a\u5c11\u4e2a\u6cd5\u5f8b\u5b9e\u4f53\u548c\u9884\u8ba2\u4e2d\u5fc3\uff1f<\/li>\n\n\n\n<li>\u4e3a\u54ea\u4e9b\u8f96\u533a\u63d0\u4f9b\u670d\u52a1\uff0c\u6bcf\u4e2a\u8f96\u533a\u7684\u76d1\u7ba1\u6846\u67b6\u662f\u4ec0\u4e48\uff1f<\/li>\n\n\n\n<li>\u5f53\u524d\u7684\u6280\u672f\u5806\u6808\u662f\u4ec0\u4e48\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8fd9\u4e00\u9636\u6bb5\uff0c\u8bb0\u5f55\u5fc5\u987b\u5177\u5907\u7684\u529f\u80fd\u548c\u5e0c\u671b\u5177\u5907\u7684\u529f\u80fd\u3002\u8fd9\u5c06\u4f7f\u4ee5\u540e\u6240\u6709\u7684 CRM \u6bd4\u8f83\u90fd\u4ee5\u60a8\u7684\u5b9e\u9645\u4f18\u5148\u4e8b\u9879\u4e3a\u57fa\u7840\uff0c\u800c\u4e0d\u662f\u4ee5\u60a8\u53ef\u80fd\u6c38\u8fdc\u7528\u4e0d\u4e0a\u7684\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u6f14\u793a\u529f\u80fd\u4e3a\u57fa\u7840\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-2-prioritise-data-sovereignty-hosting-and-regulatory-compliance\">\u6b65\u9aa4 2\uff1a\u4f18\u5148\u8003\u8651\u6570\u636e\u4e3b\u6743\u3001\u6258\u7ba1\u548c\u76d1\u7ba1\u5408\u89c4\u6027<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u4efb\u4f55\u4e00\u5bb6\u4e25\u8083\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6765\u8bf4\uff0c\u6570\u636e\u4f4d\u7f6e\u73b0\u5728\u90fd\u662f\u4e00\u9879\u6218\u7565\u6807\u51c6\u3002\u5728\u6b27\u76df GDPR \u6267\u6cd5\u884c\u52a8\u3001\u745e\u58eb FADP \u4e8e 2023 \u5e74\u4fee\u8ba2\u4ee5\u53ca\u4e2d\u4e1c\u548c\u4e9a\u6d32\u65e5\u76ca\u589e\u591a\u7684\u672c\u5730\u4e91\u8ba1\u7b97\u89c4\u5219\u4e4b\u540e\uff0c\u5ba2\u6237\u6570\u636e\u7684\u7269\u7406\u4f4d\u7f6e\u53d8\u5f97\u975e\u5e38\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u4e3b\u6743\u610f\u5473\u7740\u7406\u89e3\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u54ea\u4e2a\u56fd\u5bb6\u548c\u6570\u636e\u4e2d\u5fc3\u5b58\u50a8\u53ef\u8bc6\u522b\u7684\u5ba2\u6237\u4fe1\u606f<\/li>\n\n\n\n<li>\u8c01\u53ef\u4ee5\u8bbf\u95ee\u8fd9\u4e9b\u6570\u636e\uff0c\u5305\u62ec\u4f9b\u5e94\u5546\u5458\u5de5\u548c\u5206\u5305\u5546<\/li>\n\n\n\n<li>\u54ea\u4e9b\u6cd5\u9662\u548c\u76d1\u7ba1\u673a\u6784\u5bf9\u4e89\u8bae\u548c\u5ba1\u8ba1\u6709\u7ba1\u8f96\u6743<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u6258\u7ba1\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5177\u4f53\u7684\u4f8b\u5b50\u3002InvestGlass \u8fd9\u6837\u7684\u4e3b\u6743\u5e73\u53f0\u53ef\u4ee5\u5b8c\u5168\u6258\u7ba1\u5728\u745e\u58eb\uff0c\u4e5f\u53ef\u4ee5\u5728\u745e\u58eb\u5883\u5185\u90e8\u7f72\uff0c\u4ee5\u6ee1\u8db3\u745e\u58eb\u94f6\u884c\u548c\u8de8\u5883\u7ed3\u6784\u7684\u8981\u6c42\u3002\u5f53\u60a8\u7684\u5ba2\u6237\u671f\u671b\u94f6\u884c\u4fdd\u5bc6\uff0c\u800c\u60a8\u7684\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u53ef\u5ba1\u8ba1\u6027\u65f6\uff0c\u8fd9\u4e00\u70b9\u5c31\u975e\u5e38\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e94\u652f\u6301\u7684\u4e3b\u8981\u5408\u89c4\u8981\u6c42\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>\u9700\u8981\u6ce8\u610f\u7684\u4e8b\u9879<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \u548c AML<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u4ef6\u6536\u96c6\u3001\u98ce\u9669\u8bc4\u7ea7\u3001\u4ea4\u6613\u76d1\u63a7\u89e6\u53d1\u5668\u3001PEP \u7b5b\u9009\u96c6\u6210<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9002\u7528\u6027\u8bb0\u5f55<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u98ce\u9669\u5206\u6790\u95ee\u5377\u3001\u6295\u8d44\u653f\u7b56\u6587\u4ef6\u3001\u9002\u5f53\u6027\u8bc4\u4f30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba1\u8ba1\u8ffd\u8e2a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u6574\u7684\u901a\u4fe1\u5386\u53f2\u3001\u6587\u4ef6\u7248\u672c\u3001\u5e26\u65f6\u95f4\u6233\u7684\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>E \u6863\u6848\u4fdd\u5b58<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b26\u5408\u8981\u6c42\u7684\u5b58\u50a8\u671f\u3001\u4e0d\u53ef\u66f4\u6539\u7684\u8bb0\u5f55\u3001\u5bfc\u51fa\u529f\u80fd<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6bd4\u8f83 CRM \u4f9b\u5e94\u5546\u7684\u5b89\u5168\u6027\u65f6\uff0c\u8bf7\u8fdb\u884c\u8bc4\u4f30\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ISO \u8ba4\u8bc1\u548c SOC2 \u5408\u89c4\u6027<\/li>\n\n\n\n<li>\u6e17\u900f\u6d4b\u8bd5\u9891\u7387\u548c\u7ed3\u679c\u62ab\u9732<\/li>\n\n\n\n<li>\u9759\u6001\u548c\u4f20\u8f93\u4e2d\u52a0\u5bc6\u6807\u51c6<\/li>\n\n\n\n<li>\u79c1\u6709\u4e91\u4e0e\u516c\u5171\u4e91\u6258\u7ba1\u9009\u62e9<\/li>\n\n\n\n<li>\u9884\u7f6e\u90e8\u7f72\u53ef\u7528\u6027\u53ef\u5b9e\u73b0\u6700\u5927\u7a0b\u5ea6\u7684\u63a7\u5236<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-3-assess-core-crm-capabilities-for-wealth-management\">\u6b65\u9aa4 3\uff1a\u8bc4\u4f30\u8d22\u5bcc\u7ba1\u7406\u7684 CRM \u6838\u5fc3\u80fd\u529b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9664\u4e86\u4e00\u822c\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u5916\uff0c\u8d22\u5bcc\u7ecf\u7406\u8fd8\u9700\u8981\u9488\u5bf9\u5bb6\u5ead\u3001\u590d\u6742\u7684\u6cd5\u5f8b\u7ed3\u6784\u548c\u5168\u6743\u59d4\u6258\u91cf\u8eab\u5b9a\u5236\u7684 CRM \u529f\u80fd\u3002\u4e3a B2B \u9500\u552e\u800c\u8bbe\u8ba1\u7684\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u4f1a\u8ba9\u90a3\u4e9b\u4ece\u5bb6\u5ead\u3001\u4fe1\u6258\u548c\u591a\u4ee3\u8d22\u5bcc\u89d2\u5ea6\u8003\u8651\u95ee\u9898\u7684\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u611f\u5230\u5931\u671b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u548c\u4f4f\u6237\u6a21\u578b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bfb\u627e\u652f\u6301\u7684 crm \u7cfb\u7edf\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5355\u4e2a\u5bb6\u5ead\u89c6\u56fe\u4e2d\u7684\u591a\u4e2a\u9884\u8ba2\u4e2d\u5fc3\u5173\u7cfb<\/li>\n\n\n\n<li>\u6709\u591a\u4e2a\u5229\u76ca\u76f8\u5173\u8005\u7684\u516c\u53f8\u7ed3\u6784\u3001\u4fe1\u6258\u548c\u57fa\u91d1\u4f1a<\/li>\n\n\n\n<li>\u4e0e\u59d4\u6258\u4eba\u3001\u53d7\u76ca\u4eba\u548c\u987e\u95ee\u7684\u5bb6\u65cf\u529e\u516c\u5ba4\u914d\u7f6e<\/li>\n\n\n\n<li>\u57fa\u4e8e\u6743\u9650\u7684\u5171\u4eab\u4e0e\u5355\u4e2a\u8d44\u4ea7\u53ef\u89c6\u6027<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5173\u7cfb\u548c\u6d3b\u52a8\u8ddf\u8e2a<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u4f73 crm \u89e3\u51b3\u65b9\u6848\u6355\u83b7\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u8fc7\u7ec4\u7ec7\u3001\u81ea\u52a8\u5316\u548c\u7b80\u5316\u6c9f\u901a\u548c\u5173\u7cfb\u7ba1\u7406\u6d41\u7a0b\uff0c\u5305\u62ec\u4e0e\u7279\u5b9a\u5ba2\u6237\u4e92\u52a8\u76f8\u5173\u7684\u4f1a\u8bae\u8bb0\u5f55\u548c\u901a\u8bdd\u8bb0\u5f55\uff0c\u63d0\u4f9b\u7ba1\u7406\u5ba2\u6237\u4e92\u52a8\u7684\u5de5\u5177<\/li>\n\n\n\n<li>\u9002\u5b9c\u6027\u8ba8\u8bba\u548c\u5efa\u8bae\u6587\u4ef6<\/li>\n\n\n\n<li>\u5728\u76d1\u7ba1\u5ba1\u6838\u4e2d\u53ef\u80fd\u4f1a\u51fa\u73b0\u7684\u6587\u4ef6\u7248\u672c<\/li>\n\n\n\n<li>\u5bf9\u56e2\u961f\u6210\u5458\u5206\u914d\u7684\u540e\u7eed\u4efb\u52a1\u8fdb\u884c\u7ba1\u7406<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7ba1\u9053\u548c\u673a\u4f1a\u7ba1\u7406<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u7ba1\u7406\u7ba1\u9053\u7ba1\u7406\u4e0d\u540c\u4e8e\u4e00\u822c\u7684 B2B \u9500\u552e\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5bfb\u6c42\u65b0\u7684\u5168\u6743\u59d4\u6258\u548c\u54a8\u8be2\u534f\u8bae<\/li>\n\n\n\n<li>\u5728\u591a\u4e2a\u9884\u8ba2\u4e2d\u5fc3\u5f00\u8bbe\u65b0\u8d26\u6237<\/li>\n\n\n\n<li>\u8d37\u6b3e\u673a\u5236\u7533\u8bf7\u548c\u7ed3\u6784\u6027\u4ea7\u54c1\u673a\u4f1a<\/li>\n\n\n\n<li>\u6388\u6743\u5347\u7ea7\u548c\u670d\u52a1\u5c42\u7ea7\u53d8\u66f4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u4e86\u4e00\u4e2a\u4ee5\u91d1\u878d\u884c\u4e1a\u4e3a\u91cd\u70b9\u7684\u8054\u7cfb\u4eba\u3001\u8d26\u6237\u548c\u673a\u4f1a\u6a21\u578b\u7684\u5177\u4f53\u5b9e\u4f8b\u3002\u8be5\u5e73\u53f0\u6309\u7167\u8d22\u5bcc\u7ecf\u7406\u7684\u5b9e\u9645\u5de5\u4f5c\u65b9\u5f0f\u6784\u5efa\u6570\u636e\uff0c\u800c\u4e0d\u662f\u5f3a\u8feb\u5173\u7cfb\u7ecf\u7406\u9002\u5e94\u901a\u7528\u7684\u9500\u552e\u6f0f\u6597\u601d\u7ef4\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-4-compare-digital-onboarding-kyc-and-client-lifecycle-automation\">\u7b2c 4 \u6b65\uff1a\u6bd4\u8f83\u6570\u5b57\u5316\u5165\u804c\u3001KYC \u548c\u5ba2\u6237\u751f\u547d\u5468\u671f\u81ea\u52a8\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea 2020 \u5e74\u4ee5\u6765\uff0c\u6570\u5b57\u5316\u5165\u804c\u5df2\u6210\u4e3a\u4e00\u4e2a\u51b3\u5b9a\u6027\u7684\u6bd4\u8f83\u70b9\uff0c\u5728\u5408\u89c4\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u4e2d\u53d6\u4ee3\u4e86\u57fa\u4e8e\u7eb8\u5f20\u548c\u7535\u5b50\u90ae\u4ef6\u7684\u6d41\u7a0b\u3002\u6548\u7387\u7684\u63d0\u9ad8\u662f\u5de8\u5927\u7684\uff0c\u4f46\u66f4\u91cd\u8981\u7684\u662f\uff0c\u6570\u5b57\u5316\u5de5\u4f5c\u6d41\u7a0b\u53ef\u4ee5\u521b\u5efa\u7b26\u5408\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u7684\u5ba1\u8ba1\u8bb0\u5f55\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b8c\u6574\u7684\u5165\u804c\u6d41\u7a0b\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91c7\u96c6\u4e2a\u4eba\u6570\u636e\u3001\u7eb3\u7a0e\u5c45\u4f4f\u5730\u548c\u8d22\u5bcc\u6765\u6e90\u7684\u6570\u5b57\u8868\u683c<\/li>\n\n\n\n<li>\u786e\u5b9a\u9002\u5b9c\u6027\u53c2\u6570\u7684\u98ce\u9669\u5206\u6790\u95ee\u5377<\/li>\n\n\n\n<li>\u901a\u8fc7\u5b89\u5168\u4e0a\u4f20\u548c\u81ea\u52a8\u5206\u7c7b\u6536\u96c6\u6587\u4ef6<\/li>\n\n\n\n<li>\u5728\u6709\u7ba1\u8f96\u6743\u8981\u6c42\u7684\u5730\u65b9\u8fdb\u884c\u89c6\u9891\u8bc6\u522b<\/li>\n\n\n\n<li>\u8d26\u6237\u534f\u8bae\u548c\u6388\u6743\u7684\u7535\u5b50\u7b7e\u540d\u96c6\u6210<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7b49\u5e73\u53f0\u63d0\u4f9b\u9884\u5236\u7684 KYC \u6a21\u677f\u3001\u53ef\u6839\u636e\u5ba2\u6237\u7c7b\u578b\uff08\u4e2a\u4eba\u3001\u516c\u53f8\u3001\u4fe1\u6258\uff09\u8c03\u6574\u7684\u52a8\u6001\u8868\u5355\uff0c\u4ee5\u53ca\u57fa\u4e8e\u89c4\u5219\u7684\u5ba1\u6279\u5de5\u4f5c\u6d41\uff0c\u53ef\u81ea\u52a8\u5c06\u7533\u8bf7\u8f6c\u81f3\u5408\u89c4\u548c\u7ba1\u7406\u90e8\u95e8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bc4\u4f30\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u5e94\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6839\u636e\u98ce\u9669\u6c34\u5e73\u81ea\u52a8\u89e6\u53d1\u5b9a\u671f KYC \u5ba1\u67e5<\/li>\n\n\n\n<li>\u5ba2\u6237\u60c5\u51b5\u53d1\u751f\u53d8\u5316\u6216\u6587\u4ef6\u8fc7\u671f\u65f6\u53d1\u51fa\u8b66\u62a5<\/li>\n\n\n\n<li>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4efb\u52a1\u548c\u4eea\u8868\u677f\u901a\u77e5\uff0c\u800c\u4e0d\u662f\u5355\u72ec\u7684\u5408\u89c4\u7b52\u4ed3<\/li>\n\n\n\n<li>\u9700\u8981\u9ad8\u5c42\u6279\u51c6\u7684\u4f8b\u5916\u60c5\u51b5\u7684\u5347\u7ea7\u8def\u5f84<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u7ba1\u8f96\u533a\u5165\u804c\u65e5\u76ca\u91cd\u8981\u3002\u6b27\u76df\u3001\u745e\u58eb\u548c\u4e2d\u4e1c\u5ba2\u6237\u9002\u7528\u4e0d\u540c\u7684\u6570\u636e\u91c7\u96c6\u548c\u540c\u610f\u8981\u6c42\u3002\u5408\u9002\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u53ef\u4ee5\u901a\u8fc7\u53ef\u914d\u7f6e\u7684\u5de5\u4f5c\u6d41\u7a0b\u6765\u5904\u7406\u8fd9\u4e9b\u5dee\u5f02\uff0c\u800c\u4e0d\u9700\u8981\u4e3a\u6bcf\u4e2a\u5730\u533a\u5efa\u7acb\u5355\u72ec\u7684\u7cfb\u7edf\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-5-evaluate-integrated-portfolio-management-and-client-reporting\">\u6b65\u9aa4 5\uff1a\u8bc4\u4f30\u7efc\u5408\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5ba2\u6237\u62a5\u544a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7279\u5b9a\u8d22\u5bcc\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5e94\u5d4c\u5165\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\uff0c\u6216\u4e0e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u7d27\u5bc6\u96c6\u6210\uff0c\u800c\u4e0d\u662f\u5c06\u6295\u8d44\u6570\u636e\u4f5c\u4e3a\u4e8b\u540e\u8003\u8651\u56e0\u7d20\u3002\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u5728\u4e0e\u5ba2\u6237\u4ea4\u8c08\u65f6\u9700\u8981\u770b\u5230\u5168\u5c40\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e70\u5bb6\u5e94\u6bd4\u8f83\u7684\u7ec4\u5408\u529f\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>\u80fd\u529b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4e3a\u4f55\u91cd\u8981<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4f4d\u7f6e\u89c6\u56fe<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8de8\u6258\u7ba1\u673a\u6784\u7684\u5b9e\u65f6\u6301\u80a1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7ee9\u6548\u8861\u91cf<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65f6\u95f4\u52a0\u6743\u6536\u76ca\u548c\u8d27\u5e01\u52a0\u6743\u6536\u76ca<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8d39\u7528\u8ba1\u7b97<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u900f\u660e\u7684\u5ba2\u6237\u8d26\u5355<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u793a\u8303\u7ec4\u5408<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6218\u7565\u5b9e\u65bd\u548c\u76d1\u6d4b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u91cd\u65b0\u5e73\u8861\u652f\u6301<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6f02\u79fb\u8b66\u62a5\u548c\u4ea4\u6613\u5efa\u8bae<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f7f\u7528\u96c6\u6210\u7684\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u548c\u4eea\u8868\u677f\uff0c\u56e0\u6b64\u5173\u7cfb\u7ecf\u7406\u53ef\u4ee5\u67e5\u770b\u8d44\u4ea7\u548c\u8d1f\u503a\u3001, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e7%ae%a1%e7%90%86%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88\/\" target=\"_blank\"  rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5913\">ESG<\/a> \u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u5de5\u4f5c\u533a\u5185\uff0c\u60a8\u8fd8\u53ef\u4ee5\u67e5\u770b\u60a8\u7684\u504f\u597d\u548c\u6295\u8d44\u653f\u7b56\u9650\u5236\u3002\u8fd9\u6d88\u9664\u4e86\u6807\u7b7e\u5207\u6362\uff0c\u964d\u4f4e\u4e86\u6839\u636e\u8fc7\u65f6\u4fe1\u606f\u91c7\u53d6\u884c\u52a8\u7684\u98ce\u9669\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bd4\u8f83\u5e94\u5305\u62ec\u62a5\u544a\u5de5\u5177\u7684\u8d28\u91cf\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0e\u516c\u53f8\u5f62\u8c61\u76f8\u5339\u914d\u7684\u54c1\u724c\u58f0\u660e<\/li>\n\n\n\n<li>MiFID II \u6216 LSFin \u8981\u6c42\u7684\u76d1\u7ba1\u62ab\u9732<\/li>\n\n\n\n<li>\u6570\u5b57\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\uff0c\u7528\u4e8e\u81ea\u52a9\u8bbf\u95ee\u6027\u80fd\u548c\u6587\u4ef6<\/li>\n\n\n\n<li>\u7528\u4e8e\u5185\u90e8\u7ba1\u7406\u548c\u5408\u89c4\u76ee\u7684\u7684\u5b9a\u5236\u62a5\u544a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u745e\u58eb\u3001\u5362\u68ee\u5821\u548c\u65b0\u52a0\u5761\u7684\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u5bb6\u65cf\u529e\u516c\u5ba4\u800c\u8a00\uff0c\u591a\u6258\u7ba1\u673a\u6784\u7684\u60c5\u51b5\u5f88\u5e38\u89c1\u3002\u8bc4\u4f30\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u5982\u4f55\u5904\u7406\u6765\u81ea\u591a\u5bb6\u94f6\u884c\u7684\u6570\u636e\u9988\u9001\uff0c\u5934\u5bf8\u662f\u5426\u6b63\u786e\u6c47\u603b\uff0c\u4ee5\u53ca\u5982\u4f55\u8ba1\u7b97\u5404\u6258\u7ba1\u673a\u6784\u7684\u4e1a\u7ee9\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"574\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/integrate-investglass-rss-1024x574.png\" alt=\"\u5c06 RSS \u6e90\u4e0e InvestGlass \u6574\u5408\" class=\"wp-image-48153\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/integrate-investglass-rss-1024x574.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/integrate-investglass-rss-300x168.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/integrate-investglass-rss-768x430.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/integrate-investglass-rss.png 1076w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u5c06 RSS \u6e90\u4e0e InvestGlass \u6574\u5408<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-6-review-marketing-automation-and-client-experience-features\">\u6b65\u9aa4 6\uff1a\u5ba1\u67e5\u8425\u9500\u81ea\u52a8\u5316\u548c\u5ba2\u6237\u4f53\u9a8c\u529f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u5e74\uff0c\u8d22\u5bcc\u7ba1\u7406\u7ecf\u7406\u8d8a\u6765\u8d8a\u4f9d\u8d56\u4e8e\u7ec6\u5206\u7684\u6570\u5b57\u901a\u4fe1\uff0c\u800c\u4e0d\u662f\u666e\u901a\u7684\u901a\u8baf\u548c\u4eba\u5de5\u8ddf\u8fdb\u3002\u8425\u9500\u81ea\u52a8\u5316\u53ef\u63a8\u52a8\u6301\u7eed\u6c9f\u901a\uff0c\u5728\u4e0d\u5360\u7528\u5173\u7cfb\u7ecf\u7406\u65f6\u95f4\u7684\u60c5\u51b5\u4e0b\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8425\u9500\u81ea\u52a8\u5316\u529f\u80fd\u6bd4\u8f83\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6839\u636e\u8d44\u4ea7\u7ba1\u7406\u89c4\u6a21\u3001\u98ce\u9669\u72b6\u51b5\u6216\u5174\u8da3\u7ec6\u5206\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u6d3b\u52a8<\/li>\n\n\n\n<li>\u6839\u636e\u91cc\u7a0b\u7891\u89e6\u53d1\u901a\u4fe1\u7684\u5ba2\u6237\u65c5\u7a0b\u6784\u5efa\u5668<\/li>\n\n\n\n<li>\u57fa\u4e8e\u91cd\u65b0\u5e73\u8861\u6216\u6027\u80fd\u9608\u503c\u7b49\u6295\u8d44\u7ec4\u5408\u4e8b\u4ef6\u7684\u4e8b\u4ef6\u89e6\u53d1\u5668<\/li>\n\n\n\n<li>\u7b26\u5408 MiFID II \u6807\u51c6\u7684\u901a\u4fe1\u5b58\u6863\uff0c\u4ee5\u4fbf\u8fdb\u884c\u76d1\u7ba1\u4fdd\u7559<\/li>\n\n\n\n<li>\u591a\u79cd\u901a\u4fe1\u6e20\u9053\uff0c\u5305\u62ec\u7535\u5b50\u90ae\u4ef6\u3001\u95e8\u6237\u7f51\u7ad9\u6d88\u606f\u548c\u77ed\u4fe1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0e\u4e13\u95e8\u9488\u5bf9\u91d1\u878d\u670d\u52a1\u5185\u5bb9\u7684\u8425\u9500\u6d3b\u52a8\u5de5\u5177\u548c\u6a21\u677f\u76f8\u7ed3\u5408\u3002\u8be5\u5e73\u53f0\u53ef\u5904\u7406\u4e1a\u7ee9\u63a8\u5e7f\u89c4\u5219\u7b49\u76d1\u7ba1\u9650\u5236\uff0c\u786e\u4fdd\u8425\u9500\u6d3b\u52a8\u59cb\u7ec8\u5408\u89c4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bc4\u4f30\u8fd8\u5e94\u8003\u8651\u5ba2\u6237\u95e8\u6237\u529f\u80fd\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5ba2\u6237\u4e0e\u5173\u7cfb\u7ecf\u7406\u4e4b\u95f4\u7684\u5b89\u5168\u4fe1\u606f\u4f20\u9012<\/li>\n\n\n\n<li>\u901a\u8fc7\u8bfb\u53d6\u6536\u636e\u548c\u56de\u6267\u5171\u4eab\u6587\u4ef6<\/li>\n\n\n\n<li>\u4ea4\u6613\u6307\u793a\u7684\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b<\/li>\n\n\n\n<li>\u901a\u8fc7\u79fb\u52a8\u8bbe\u5907\u81ea\u52a9\u66f4\u65b0\u8054\u7cfb\u4fe1\u606f\u548c\u9996\u9009\u9879<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u5e74\uff0c\u4eba\u5de5\u667a\u80fd\u53ef\u4ee5\u5b9e\u73b0\u4e2a\u6027\u5316\u63a8\u5e7f\uff0c\u4f46\u4f01\u4e1a\u5e94\u8003\u8651\u5982\u4f55\u5c06\u7b97\u6cd5\u548c\u6570\u636e\u4fdd\u6301\u5728\u81ea\u5df1\u7684\u63a7\u5236\u4e4b\u4e0b\u3002\u745e\u58eb\u7b49\u4e3b\u6743\u73af\u5883\u5141\u8bb8\u4f01\u4e1a\u4ece\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u6d1e\u5bdf\u529b\u4e2d\u83b7\u76ca\uff0c\u540c\u65f6\u5c06\u654f\u611f\u7684\u91d1\u878d\u6570\u636e\u4fdd\u6301\u5728\u4e25\u683c\u7684\u7ba1\u8f96\u8303\u56f4\u5185\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-7-analyse-ai-and-automation-in-wealth-management-crms\">\u7b2c 7 \u6b65\uff1a\u5206\u6790\u8d22\u5bcc\u7ba1\u7406 CRM \u4e2d\u7684\u4eba\u5de5\u667a\u80fd\u548c\u81ea\u52a8\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u5df2\u4ece\u6d41\u884c\u8bed\u8f6c\u53d8\u4e3a\u5b9e\u7528\u5de5\u5177\uff0c\u4f46\u8d22\u5bcc\u7ba1\u7406\u8005\u5fc5\u987b\u6bd4\u8f83\u5176\u5d4c\u5165\u65b9\u5f0f\u548c\u6570\u636e\u7ba1\u7406\u65b9\u5f0f\u3002\u5e76\u975e\u6240\u6709\u7684\u4eba\u5de5\u667a\u80fd\u5b9e\u65bd\u65b9\u6848\u90fd\u662f\u4e00\u6837\u7684\uff0c\u5c24\u5176\u662f\u5f53\u76d1\u7ba1\u8d23\u4efb\u975e\u5e38\u91cd\u8981\u65f6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9700\u8981\u8bc4\u4f30\u7684\u5178\u578b\u4eba\u5de5\u667a\u80fd\u80fd\u529b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5bf9\u6f5c\u5728\u5ba2\u6237\u8fdb\u884c\u8bc4\u5206\uff0c\u4ee5\u786e\u5b9a\u6f5c\u5728\u5ba2\u6237\u5de5\u4f5c\u7684\u4f18\u5148\u6b21\u5e8f<\/li>\n\n\n\n<li>\u5ba2\u6237\u53c2\u4e0e\u7684\u4e0b\u4e00\u4e2a\u6700\u4f73\u884c\u52a8\u5efa\u8bae<\/li>\n\n\n\n<li>\u7b14\u8bb0\u548c\u6587\u4ef6\u7684\u81ea\u7136\u8bed\u8a00\u641c\u7d22<\/li>\n\n\n\n<li>KYC \u548c\u5408\u89c4\u6587\u4ef6\u7684\u6587\u4ef6\u5206\u7c7b<\/li>\n\n\n\n<li>\u9488\u5bf9\u5408\u89c4\u6027\u8b66\u62a5\u548c\u5f02\u5e38\u6a21\u5f0f\u7684\u5f02\u5e38\u68c0\u6d4b<\/li>\n\n\n\n<li>\u9488\u5bf9\u4f1a\u8bae\u6458\u8981\u7b49\u91cd\u590d\u6027\u4efb\u52a1\u7684\u4efb\u52a1\u81ea\u52a8\u5316<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u534f\u52a9\uff0c\u540c\u65f6\u8ba9\u6a21\u578b\u4e0e\u5ba2\u6237\u6570\u636e\u4fdd\u6301\u7d27\u5bc6\u8054\u7cfb\uff0c\u4ee5\u4fdd\u62a4\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u7684\u9690\u79c1\u3002\u8fd9\u4e0e\u9ad8\u5ea6\u96c6\u4e2d\u7684\u8d85\u7ea7\u5206\u9500\u5546\u65b9\u6cd5\u5f62\u6210\u9c9c\u660e\u5bf9\u6bd4\uff0c\u5728\u8d85\u7ea7\u5206\u9500\u5546\u65b9\u6cd5\u4e2d\uff0c\u5ba2\u6237\u6570\u636e\u53ef\u80fd\u4f1a\u6d41\u7ecf\u5916\u90e8\u7cfb\u7edf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8bc4\u4f30\u4eba\u5de5\u667a\u80fd\u65f6\uff0c\u5e94\u5411\u4f9b\u5e94\u5546\u63d0\u51fa\u4ee5\u4e0b\u95ee\u9898\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5982\u4f55\u8bad\u7ec3\u4eba\u5de5\u667a\u80fd\u6a21\u578b\uff1f<\/li>\n\n\n\n<li>\u5176\u4ed6\u5ba2\u6237\u662f\u5426\u53ef\u4ee5\u8bbf\u95ee\u7528\u4e8e\u8bad\u7ec3\u516c\u5171\u6a21\u578b\u7684\u5ba2\u6237\u6570\u636e\uff1f<\/li>\n\n\n\n<li>\u5728\u53d7\u76d1\u7ba1\u7684\u54a8\u8be2\u73af\u5883\u4e2d\u5982\u4f55\u5904\u7406\u53ef\u89e3\u91ca\u6027\uff1f<\/li>\n\n\n\n<li>\u516c\u53f8\u80fd\u5426\u9009\u62e9\u653e\u5f03\u67d0\u4e9b\u4eba\u5de5\u667a\u80fd\u529f\u80fd\uff0c\u540c\u65f6\u4fdd\u7559\u5176\u4ed6\u529f\u80fd\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u516c\u53f8\u5e94\u9996\u5148\u5728\u5185\u90e8\u751f\u4ea7\u529b\u4efb\u52a1\u4e2d\u8bd5\u70b9\u4eba\u5de5\u667a\u80fd\u81ea\u52a8\u5316\uff0c\u5982\u7b14\u8bb0\u6c47\u603b\u548c\u4efb\u52a1\u521b\u5efa\u3002\u4e00\u65e6\u5efa\u7acb\u8d77\u4fe1\u5fc3\uff0c\u5c31\u53ef\u5c06\u4eba\u5de5\u667a\u80fd\u6269\u5c55\u5230\u6295\u8d44\u5efa\u8bae\u548c\u9762\u5411\u5ba2\u6237\u7684\u5efa\u8bae\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-8-check-integration-capabilities-with-your-existing-wealthtech-stack\">\u6b65\u9aa4 8\uff1a\u68c0\u67e5\u4e0e\u73b0\u6709\u8d22\u5bcc\u6280\u672f\u6808\u7684\u96c6\u6210\u80fd\u529b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e 2026 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rowspan=\"1\"><p>\u8d26\u6237\u6570\u636e\u3001\u4ea4\u6613\u3001\u4f59\u989d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u804c\u4f4d\u3001\u4e1a\u7ee9\u3001\u8ba2\u5355<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8d22\u52a1\u89c4\u5212\u5de5\u5177<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u76ee\u6807\u3001\u9884\u6d4b\u3001\u73b0\u91d1\u6d41\u5206\u6790<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u98ce\u9669\u5f15\u64ce<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u98ce\u9669\u5206\u6790\u3001\u538b\u529b\u6d4b\u8bd5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u4ef6\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b58\u50a8\u3001\u7248\u672c\u7ba1\u7406\u3001\u641c\u7d22<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7535\u5b50\u7b7e\u540d\u63d0\u4f9b\u5546<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5408\u540c\u6267\u884c\u3001\u786e\u8ba4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8d22\u52a1\u89c4\u5212\u8f6f\u4ef6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5168\u9762\u7684\u8d22\u5bcc\u89c4\u5212<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e86\u89e3\u57fa\u4e8e\u6587\u4ef6\u7684\u57fa\u672c\u5bfc\u5165\uff08\u53ef\u80fd\u901a\u5bb5\u8fd0\u884c\u7684\u6279\u91cf\u4e0a\u4f20\uff09\u4e0e\u5b9e\u65f6 API\uff08\u5373\u65f6\u53cc\u5411\u6570\u636e\u540c\u6b65\uff09\u4e4b\u95f4\u7684\u533a\u522b\u3002\u5728\u4e0e\u5ba2\u6237\u4ea4\u8c08\u65f6\uff0c\u5b9e\u65f6\u8fde\u63a5\u5bf9\u4e8e\u51c6\u786e\u6027\u548c\u987e\u95ee\u7684\u5de5\u4f5c\u6548\u7387\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u7684\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u548c\u8fde\u63a5\u5668\u7b26\u5408\u94f6\u884c\u7ea7\u522b\u7684\u5b89\u5168\u8981\u6c42\uff0c\u9002\u7528\u4e8e\u94f6\u884c\u3001\u4fdd\u9669\u516c\u53f8\u548c\u72ec\u7acb\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u3002\u96c6\u6210\u529f\u80fd\u4f7f\u516c\u53f8\u80fd\u591f\u8fde\u63a5\u73b0\u6709\u7684\u91d1\u878d\u5de5\u5177\uff0c\u800c\u65e0\u9700\u91cd\u5efa\u6574\u4e2a\u6280\u672f\u6808\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5411\u4f9b\u5e94\u5546\u7d22\u53d6\u67b6\u6784\u56fe\u548c\u96c6\u6210\u53c2\u8003\u6848\u4f8b\u3002\u7406\u60f3\u60c5\u51b5\u4e0b\uff0c\u8981\u6c42\u63d0\u4f9b\u5728 2022 \u5e74\u81f3 2025 \u5e74\u671f\u95f4\u4e0a\u7ebf\u7684\u745e\u58eb\u6216\u6b27\u76df\u91d1\u878d\u673a\u6784\u7684\u6848\u4f8b\u3002\u8fd9\u5c06\u9a8c\u8bc1\u9500\u552e\u6f14\u793a\u4e4b\u5916\u7684\u5b9e\u9645\u96c6\u6210\u80fd\u529b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-9-compare-security-architecture-and-operational-risk-controls\">\u6b65\u9aa4 9\uff1a\u6bd4\u8f83\u5b89\u5168\u67b6\u6784\u548c\u64cd\u4f5c\u98ce\u9669\u63a7\u5236<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u9009\u62e9\u76f4\u63a5\u5173\u7cfb\u5230\u8fd0\u8425\u98ce\u9669\u3001\u7f51\u7edc\u5b89\u5168\u98ce\u9669\u548c\u58f0\u8a89\u98ce\u9669\u30022024 \u5e74\u548c 2025 \u5e74\u671f\u95f4\uff0c\u6b27\u6d32\u53d1\u751f\u7684\u51e0\u8d77\u5907\u53d7\u77a9\u76ee\u7684\u91d1\u878d\u6570\u636e\u6cc4\u9732\u4e8b\u4ef6\u63d0\u9192\u4e1a\u754c\uff0c\u5ba2\u6237\u6570\u636e\u7ba1\u7406\u4f1a\u5e26\u6765\u4e25\u91cd\u540e\u679c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5411\u4f9b\u5e94\u5546\u8be2\u95ee\u5177\u4f53\u7684\u6280\u672f\u548c\u7ec4\u7ec7\u63aa\u65bd\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u52a0\u5bc6\u6807\u51c6\u548c\u5bc6\u94a5\u7ba1\u7406\u5b9e\u8df5<\/li>\n\n\n\n<li>\u663e\u793a\u8c01\u5728\u4f55\u65f6\u8bbf\u95ee\u4e86\u54ea\u4e9b\u5185\u5bb9\u7684\u7ba1\u7406\u5458\u5ba1\u8ba1\u65e5\u5fd7<\/li>\n\n\n\n<li>\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u63a7\u5236\uff0c\u5c06\u524d\u53f0\u4e0e\u5408\u89c4\u6027\u5206\u5f00<\/li>\n\n\n\n<li>\u804c\u8d23\u5206\u5de5\uff0c\u9632\u6b62\u5355\u70b9\u6545\u969c<\/li>\n\n\n\n<li>\u5b89\u5168\u7684\u6587\u4ef6\u5b58\u50a8\u548c\u8bbf\u95ee\u8bb0\u5f55<\/li>\n\n\n\n<li>\u5907\u4efd\u548c\u707e\u96be\u6062\u590d\u7a0b\u5e8f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7b49\u745e\u58eb\u6258\u7ba1\u5e73\u53f0\u5c55\u793a\u4e86\u4e25\u683c\u7684\u8bbf\u95ee\u63a7\u5236\u3001\u94f6\u884c\u7ea7\u5b89\u5168\u8bbe\u8ba1\u548c\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u7684\u5f39\u6027\u3002\u8fd9\u5bf9\u91d1\u878d\u673a\u6784\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u5ba2\u6237\u7684\u4fe1\u4efb\u53d6\u51b3\u4e8e\u53ef\u8bc1\u660e\u7684\u5b89\u5168\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9700\u8981\u6bd4\u8f83\u7684\u5408\u540c\u9879\u76ee\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u9879\u76ee<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u9700\u8981\u6ce8\u610f\u7684\u4e8b\u9879<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u670d\u52a1\u6c34\u5e73\u534f\u8bae<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6b63\u5e38\u8fd0\u884c\u65f6\u95f4\u4fdd\u8bc1\u3001\u54cd\u5e94\u65f6\u95f4<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e8b\u4ef6\u54cd\u5e94<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u901a\u77e5\u65f6\u9650\u3001\u5347\u7ea7\u7a0b\u5e8f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u636e\u6062\u590d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6062\u590d\u70b9\u76ee\u6807\u3001\u5907\u4efd\u9891\u7387<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9000\u51fa\u6761\u6b3e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u636e\u53ef\u79fb\u690d\u6027\u3001\u8fc7\u6e21\u652f\u6301<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u76d1\u7ba1\u673a\u6784\u548c\u5ba1\u8ba1\u4eba\u5458\u73b0\u5728\u7ecf\u5e38\u76f4\u63a5\u5ba1\u67e5\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u5b89\u5168\u63a7\u5236\u3002\u8fd9\u5c31\u4f7f\u5b89\u5168\u6210\u4e3a\u4e00\u4e2a\u4e0d\u53ef\u8ba8\u4ef7\u8fd8\u4ef7\u7684\u6bd4\u8f83\u7c7b\u522b\uff0c\u800c\u4e0d\u662f\u4e00\u4e2a\u590d\u9009\u6846\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-10-consider-user-experience-adoption-and-relationship-manager-feedback\">\u6b65\u9aa4 10\uff1a\u8003\u8651\u7528\u6237\u4f53\u9a8c\u3001\u91c7\u7528\u60c5\u51b5\u548c\u5173\u7cfb\u7ecf\u7406\u7684\u53cd\u9988\u610f\u89c1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u548c\u52a9\u7406\u4e0d\u80fd\u5728\u5ba2\u6237\u4f1a\u8bae\u548c\u65e5\u5e38\u5de5\u4f5c\u4e2d\u5b9e\u9645\u4f7f\u7528 CRM\uff0c\u90a3\u4e48\u518d\u5f3a\u5927\u7684 CRM \u4e5f\u4f1a\u5931\u6548\u3002\u7528\u6237\u53cb\u597d\u7684\u754c\u9762\u4f1a\u63a8\u52a8\u91c7\u7528\u7387\uff0c\u800c\u590d\u6742\u6027\u5219\u4f1a\u63a8\u52a8\u53d8\u901a\u65b9\u6cd5\u548c\u5f71\u5b50\u7535\u5b50\u8868\u683c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u754c\u9762\u4e2d\u5e94\u6ce8\u610f\u7684\u4e8b\u9879<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u53ef\u7acb\u5373\u663e\u793a\u4f18\u5148\u4fe1\u606f\u7684\u7b80\u6d01\u4eea\u8868\u677f<\/li>\n\n\n\n<li>\u901a\u8bdd\u671f\u95f4\u4e00\u952e\u8bbf\u95ee\u5173\u952e\u5ba2\u6237\u4fe1\u606f<\/li>\n\n\n\n<li>\u4e3a\u73b0\u573a\u8bbf\u95ee\u548c\u8de8\u5883\u65c5\u884c\u505a\u597d\u79fb\u52a8\u51c6\u5907<\/li>\n\n\n\n<li>\u76f4\u89c2\u7684\u5bfc\u822a\u4e0e\u987e\u95ee\u5bf9\u5ba2\u6237\u7684\u601d\u8003\u65b9\u5f0f\u76f8\u5339\u914d<\/li>\n\n\n\n<li>\u7528\u4e8e\u5171\u4eab\u7b14\u8bb0\u548c\u4efb\u52a1\u7684\u56e2\u961f\u534f\u4f5c\u529f\u80fd<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u754c\u9762\u63d0\u4f9b\u4e86\u4e00\u4e2a\u4ee5\u8d22\u5bcc\u4e3a\u4e2d\u5fc3\u7684\u5e03\u5c40\u8303\u4f8b\uff0c\u5176\u8bbe\u8ba1\u7b26\u5408\u94f6\u884c\u5bb6\u548c\u987e\u95ee\u5bf9\u5bb6\u5ead\u3001\u6295\u8d44\u7ec4\u5408\u548c\u4efb\u52a1\u7684\u601d\u8003\u65b9\u5f0f\uff0c\u800c\u4e0d\u662f\u4e00\u822c\u7684\u9500\u552e\u6f0f\u6597\u3002\u8fd9\u79cd\u8bbe\u8ba1\u51cf\u5c11\u4e86\u57f9\u8bad\u65f6\u95f4\uff0c\u63d0\u9ad8\u4e86\u65e5\u5e38\u4f7f\u7528\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ba9\u6700\u7ec8\u7528\u6237\u53c2\u4e0e\u6f14\u793a\u548c\u6982\u5ff5\u9a8c\u8bc1\u9636\u6bb5\u3002\u4f7f\u7528\u8bc4\u5206\u6807\u51c6\u4ee5\u7ed3\u6784\u5316\u7684\u65b9\u5f0f\u6536\u96c6\u4ed6\u4eec\u7684\u53cd\u9988\uff0c\u800c\u4e0d\u662f\u5b8c\u5168\u7531 IT \u90e8\u95e8\u6216\u91c7\u8d2d\u90e8\u95e8\u505a\u51fa\u51b3\u5b9a\u3002\u6bcf\u5929\u4f7f\u7528 CRM \u7684\u4eba\u5458\u5c06\u51b3\u5b9a CRM \u662f\u5426\u80fd\u5e26\u6765\u4ef7\u503c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bd4\u8f83\u4f9b\u5e94\u5546\u7684\u5165\u804c\u548c\u57f9\u8bad\u65b9\u6cd5\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7cfb\u7edf\u914d\u7f6e\u7ba1\u7406\u57f9\u8bad<\/li>\n\n\n\n<li>\u7528\u4e8e\u7528\u6237\u81ea\u5b66\u7684\u7535\u5b50\u5b66\u4e60\u5185\u5bb9<\/li>\n\n\n\n<li>\u524d\u4e5d\u5341\u5929\u7684\u914d\u7f6e\u652f\u6301<\/li>\n\n\n\n<li>\u9488\u5bf9\u65b0\u529f\u80fd\u548c\u5de5\u4f5c\u6d41\u7a0b\u7684\u6301\u7eed\u57f9\u8bad<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-11-analyse-pricing-total-cost-of-ownership-and-contract-terms\">\u6b65\u9aa4 11\uff1a\u5206\u6790\u5b9a\u4ef7\u3001\u603b\u4f53\u62e5\u6709\u6210\u672c\u548c\u5408\u540c\u6761\u6b3e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6807\u9898\u8bb8\u53ef\u4ef7\u683c\u53ea\u662f\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6210\u672c\u7684\u4e00\u90e8\u5206\u3002\u8d22\u5bcc\u7ba1\u7406\u8005\u5e94\u8ba1\u7b97\u4e09\u81f3\u4e94\u5e74\u7684\u603b\u6210\u672c\uff0c\u4ee5\u4e86\u89e3\u771f\u6b63\u7684\u6295\u8d44\u5e76\u652f\u6301\u4e1a\u52a1\u589e\u957f\u9884\u6d4b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9700\u8981\u6bd4\u8f83\u7684\u6210\u672c\u7ec4\u6210\u90e8\u5206\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u7ec4\u4ef6<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5178\u578b\u5b9a\u4ef7\u6a21\u5f0f<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6bcf\u4e2a\u7528\u6237\u8bb8\u53ef\u8bc1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6309\u5ea7\u4f4d\u5305\u6708\u6216\u5305\u5e74<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u6a21\u5757<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u989d\u5916\u6708\u8d39\u6216\u5305\u62ec\u5728\u5185<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u5b57\u5316\u5165\u804c\u6a21\u5757<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6309\u7528\u6237\u6216\u6309\u4ea4\u6613<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5b9e\u65bd<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u56fa\u5b9a\u9879\u76ee\u8d39\u6216\u65f6\u95f4\u52a0\u6750\u6599\u8d39<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u96c6\u6210<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5f00\u53d1\u8d39\u52a0\u6301\u7eed\u7ef4\u62a4\u8d39<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u652f\u6301<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5305\u542b\u7684\u5c42\u7ea7\u6216\u9ad8\u7ea7\u9009\u9879<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7b49\u5b8c\u5168\u96c6\u6210\u7684\u5e73\u53f0\u53ef\u51cf\u5c11\u6240\u9700\u7684\u72ec\u7acb\u7cfb\u7edf\u6570\u91cf\u3002\u4e0e\u5c06\u6765\u81ea\u4e0d\u540c\u4f9b\u5e94\u5546\u7684\u591a\u4e2a\u5de5\u5177\u62fc\u51d1\u5728\u4e00\u8d77\u4ee5\u7b80\u5316\u64cd\u4f5c\u76f8\u6bd4\uff0c\u8fd9\u901a\u5e38\u4f1a\u964d\u4f4e\u957f\u671f\u96c6\u6210\u548c\u7ef4\u62a4\u6210\u672c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6ce8\u610f\u5408\u540c\u7ec6\u8282\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6570\u636e\u5b58\u50a8\u9650\u5236\u548c\u8d85\u989d\u8d39\u7528<\/li>\n\n\n\n<li>\u914d\u7f6e\u5de5\u4f5c\u7684\u5b9a\u5236\u5f00\u53d1\u8d39\u7528<\/li>\n\n\n\n<li>\u4e0e\u8bb8\u53ef\u8bc1\u6346\u7ed1\u7684\u5f3a\u5236\u6027\u54a8\u8be2\u5305<\/li>\n\n\n\n<li>\u5e74\u5ea6\u4ef7\u683c\u4e0a\u6da8\u6761\u6b3e<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u534f\u5546\u660e\u786e\u7684\u9000\u51fa\u6761\u6b3e\u3001\u6570\u636e\u5bfc\u51fa\u6743\u4ee5\u53ca\u5728\u76d1\u7ba1\u9884\u671f\u53d1\u751f\u53d8\u5316\u65f6\u4ece\u4e91\u8f6c\u79fb\u5230\u672c\u5730\u7684\u6761\u4ef6\u3002\u8d22\u52a1\u8fd0\u8425\u53d6\u51b3\u4e8e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u8fde\u7eed\u6027\uff0c\u56e0\u6b64\u8981\u4fdd\u62a4\u597d\u60a8\u7684\u9009\u62e9\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-12-run-a-structured-proof-of-concept-with-shortlists\">\u6b65\u9aa4 12\uff1a\u5229\u7528\u5019\u9009\u540d\u5355\u8fdb\u884c\u7ed3\u6784\u5316\u6982\u5ff5\u9a8c\u8bc1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65e6\u786e\u5b9a\u4e86\u4e24\u4e09\u4e2a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u7684\u5019\u9009\u540d\u5355\uff0c\u4f01\u4e1a\u5c31\u5e94\u8be5\u4f7f\u7528\u771f\u5b9e\u7684\u4f7f\u7528\u6848\u4f8b\u800c\u4e0d\u662f\u901a\u7528\u7684\u6f14\u793a\u65b9\u6848\u5bf9\u5b83\u4eec\u8fdb\u884c\u6d4b\u8bd5\u3002\u6f14\u793a\u5c55\u793a\u7684\u662f\u6700\u4f73\u6848\u4f8b\uff0c\u800c\u6982\u5ff5\u9a8c\u8bc1\u63ed\u793a\u7684\u662f\u5b9e\u9645\u9002\u7528\u6027\u3002\u6709\u4e9b\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u8fd8\u63d0\u4f9b\u96c6\u6210\u7684\u9879\u76ee\u7ba1\u7406\u529f\u80fd\uff0c\u6709\u52a9\u4e8e\u7ec4\u7ec7\u548c\u76d1\u7763\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5b9e\u65bd\u548c\u5ba2\u6237\u5165\u804c\u9879\u76ee\u4e2d\u6d89\u53ca\u7684\u5404\u79cd\u4efb\u52a1\u548c\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bbe\u8ba1\u4e09\u81f3\u516d\u5468\u7684\u6982\u5ff5\u9a8c\u8bc1\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5305\u62ec\u4e00\u5c0f\u90e8\u5206\u771f\u5b9e\u5ba2\u6237\uff08\u5fc5\u8981\u65f6\u533f\u540d\uff09<\/li>\n\n\n\n<li>\u52a0\u8f7d KYC \u6587\u4ef6\u6837\u672c\u5e76\u6d4b\u8bd5\u6536\u96c6\u5de5\u4f5c\u6d41\u7a0b<\/li>\n\n\n\n<li>\u5bfc\u5165\u5178\u578b\u7684\u6295\u8d44\u7ec4\u5408\u4ee5\u6d4b\u8bd5\u6570\u636e\u663e\u793a\u6548\u679c<\/li>\n\n\n\n<li>\u7aef\u5230\u7aef\u8fd0\u884c\u4e00\u4e2a\u6216\u4e24\u4e2a\u76d1\u7ba1\u5de5\u4f5c\u6d41\u7a0b<\/li>\n\n\n\n<li>\u901a\u8fc7\u591a\u79cd\u4ea4\u6d41\u6e20\u9053\u6d4b\u8bd5\u5ba2\u6237\u4e92\u52a8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6d4b\u8bd5\u4e2d\u81f3\u5c11\u5305\u542b\u4e00\u4e2a\u590d\u6742\u7684\u5ba2\u6237\u7ed3\u6784\u3002\u4e00\u4e2a\u591a\u7ba1\u8f96\u533a\u7684\u5bb6\u65cf\u529e\u516c\u5ba4\u6216\u4e00\u4e2a\u6709\u591a\u4e2a\u53d7\u76ca\u4eba\u7684\u4fe1\u6258\u673a\u6784\u5c06\u63ed\u793a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5982\u4f55\u5904\u7406\u4e00\u822c\u6f14\u793a\u6240\u56de\u907f\u7684\u73b0\u5b9e\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6982\u5ff5\u9a8c\u8bc1\u671f\u95f4\u8fdb\u884c\u8bc4\u4f30\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f9b\u5e94\u5546\u652f\u6301\u56e2\u961f\u7684\u54cd\u5e94\u65f6\u95f4<\/li>\n\n\n\n<li>\u7075\u6d3b\u914d\u7f6e\uff0c\u65e0\u9700\u5f00\u53d1\u4eba\u5458\u53c2\u4e0e<\/li>\n\n\n\n<li>\u6587\u4ef6\u6e05\u6670\u5ea6\u548c\u6c99\u76d2\u73af\u5883\u8d28\u91cf<\/li>\n\n\n\n<li>\u901a\u8fc7\u5de5\u4f5c\u6d41\u7a0b\u8bbe\u8ba1\u6539\u5584\u5ba2\u6237\u670d\u52a1\u7684\u80fd\u529b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6982\u5ff5\u9a8c\u8bc1\u4e4b\u540e\uff0c\u5229\u76ca\u76f8\u5173\u8005\u5e94\u6839\u636e\u4e8b\u5148\u786e\u5b9a\u7684\u6807\u51c6\u5bf9\u4f9b\u5e94\u5546\u8fdb\u884c\u8bc4\u5206\uff0c\u800c\u4e0d\u662f\u4f9d\u8d56\u4e8e\u63a8\u9500\u7684\u5370\u8c61\u3002\u8fd9\u79cd\u7ed3\u6784\u5316\u7684\u65b9\u6cd5\u53ef\u4ee5\u907f\u514d\u4ee3\u4ef7\u9ad8\u6602\u7684\u9519\u8bef\uff0c\u5e76\u63d0\u9ad8\u5ba2\u6237\u5bf9\u6700\u7ec8\u9009\u62e9\u7684\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-using-a-wealth-management-crm\">\u4f7f\u7528\u8d22\u5bcc\u7ba1\u7406 CRM \u7684\u6700\u4f73\u5b9e\u8df5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u4e86\u5145\u5206\u5b9e\u73b0\u8d22\u5bcc\u7ba1\u7406 CRM \u7684\u4ef7\u503c\uff0c\u8d22\u52a1\u987e\u95ee\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5e94\u91c7\u7528\u4e00\u5957\u9488\u5bf9\u91d1\u878d\u670d\u52a1\u4e1a\u72ec\u7279\u9700\u6c42\u7684\u6700\u4f73\u5b9e\u8df5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9996\u5148\uff0c\u4fdd\u6301\u51c6\u786e\u548c\u6700\u65b0\u7684\u5ba2\u6237\u6570\u636e\u81f3\u5173\u91cd\u8981\u3002\u5b9a\u671f\u66f4\u65b0\u5ba2\u6237\u6863\u6848\u3001\u8d22\u52a1\u4fe1\u606f\u548c\u6c9f\u901a\u5386\u53f2\uff0c\u53ef\u786e\u4fdd\u987e\u95ee\u5728\u4e0e\u5ba2\u6237\u7684\u6bcf\u6b21\u4e92\u52a8\u4e2d\u90fd\u80fd\u83b7\u5f97\u53ef\u9760\u7684\u89c1\u89e3\u3002\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\u7684\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\uff0c\u6709\u52a9\u4e8e\u5b9e\u73b0\u5ba2\u6237\u5165\u804c\u3001\u5b9a\u671f\u5ba1\u67e5\u548c\u5408\u89c4\u68c0\u67e5\u7b49\u6d41\u7a0b\u7684\u6807\u51c6\u5316\uff0c\u4ece\u800c\u51cf\u5c11\u4eba\u5de5\u9519\u8bef\uff0c\u8282\u7701\u5b9d\u8d35\u65f6\u95f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Seamless integration with other financial tools such as portfolio management software, financial planning tools, and reporting platforms enables a unified view of client information and streamlines business processes. Choosing a CRM solution that offers a user-friendly interface and scalability ensures that the system can grow alongside the firm and adapt to evolving needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u7528\u7ba1\u9053\u7ba1\u7406\u3001\u9ad8\u7ea7\u5206\u6790\u548c\u81ea\u5b9a\u4e49\u62a5\u544a\u5de5\u5177\u7b49\u529f\u80fd\uff0c\u987e\u95ee\u53ef\u4ee5\u8ddf\u8e2a\u9500\u552e\u673a\u4f1a\u3001\u76d1\u63a7\u4e1a\u52a1\u589e\u957f\u5e76\u505a\u51fa\u6570\u636e\u9a71\u52a8\u578b\u51b3\u7b56\u3002\u8fd9\u4e9b\u529f\u80fd\u4e0d\u4ec5\u80fd\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u8fd8\u80fd\u652f\u6301\u79ef\u6781\u4e3b\u52a8\u7684\u5ba2\u6237\u670d\u52a1\u548c\u957f\u671f\u5173\u7cfb\u7684\u5efa\u7acb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u540e\uff0c\u4f18\u5148\u8003\u8651\u5ba2\u6237\u6570\u636e\u7684\u5b89\u5168\u6027\u548c\u5b8c\u6574\u6027\u4e5f\u662f\u4e0d\u5bb9\u5546\u91cf\u7684\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5e94\u7b26\u5408\u6570\u636e\u4fdd\u62a4\u548c\u76d1\u7ba1\u8981\u6c42\u7684\u884c\u4e1a\u6807\u51c6\uff0c\u4fdd\u62a4\u654f\u611f\u7684\u8d22\u52a1\u4fe1\u606f\uff0c\u7ef4\u62a4\u5ba2\u6237\u7684\u4fe1\u4efb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u9075\u5faa\u8fd9\u4e9b\u6700\u4f73\u5b9e\u8df5\uff0c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u53ef\u4ee5\u6700\u5927\u9650\u5ea6\u5730\u53d1\u6325\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u4f5c\u7528\uff0c\u7b80\u5316\u8fd0\u8425\uff0c\u5e76\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u4e2d\u53d6\u5f97\u6301\u7eed\u6210\u529f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-fits-into-your-wealth-management-crm-comparison\">InvestGlass \u5982\u4f55\u4e0e\u60a8\u7684\u8d22\u5bcc\u7ba1\u7406 CRM \u8fdb\u884c\u6bd4\u8f83<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\uff0c\u4e13\u4e3a\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u6253\u9020\u3002\u6211\u4eec\u76f8\u4fe1\uff0c\u65e0\u8bba InvestGlass \u662f\u5426\u7b26\u5408\u60a8\u7684\u9700\u6c42\uff0c\u6709\u5173\u6211\u4eec\u5b9a\u4f4d\u7684\u900f\u660e\u5ea6\u90fd\u80fd\u5e2e\u52a9\u60a8\u505a\u51fa\u66f4\u597d\u7684\u51b3\u7b56\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06 crm \u6570\u636e\u7ba1\u7406\u3001\u6570\u5b57\u5316\u5165\u804c\u548c KYC\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u8425\u9500\u81ea\u52a8\u5316\u3001\u4eba\u5de5\u667a\u80fd\u8f85\u52a9\u548c\u5ba2\u6237\u95e8\u6237\u6574\u5408\u5728\u4e00\u4e2a\u5e73\u53f0\u4e2d\u3002\u6240\u6709\u8fd9\u4e00\u5207\u90fd\u53ef\u4ee5\u5b8c\u5168\u6258\u7ba1\u5728\u745e\u58eb\uff0c\u4e5f\u53ef\u4ee5\u5728\u745e\u58eb\u5883\u5185\u90e8\u7f72\uff0c\u4ee5\u4fbf\u6700\u5927\u9650\u5ea6\u5730\u63a7\u5236\u5ba2\u6237\u4fe1\u606f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4f7f InvestGlass \u6210\u4e3a Salesforce Financial Services Cloud\u3001Microsoft Dynamics 365\u3001HubSpot CRM\u3001Wealth Dynamix \u548c Zoho CRM \u7b49\u5168\u7403\u516c\u53f8\u7684\u66ff\u4ee3\u4ea7\u54c1\u3002Zoho CRM \u901a\u5e38\u4ee5\u5176\u7ecf\u6d4e\u5b9e\u60e0\u3001\u5e7f\u6cdb\u7684\u7b2c\u4e09\u65b9\u96c6\u6210\u548c\u9002\u5408\u4e2d\u5c0f\u578b\u91d1\u878d\u54a8\u8be2\u56e2\u961f\u800c\u5907\u53d7\u63a8\u5d07\uff0c\u4f7f\u5176\u6210\u4e3a\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u548c\u4e1a\u52a1\u5de5\u4f5c\u6d41\u7a0b\u7684\u9ad8\u6027\u4ef7\u6bd4\u591a\u529f\u80fd\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7279\u522b\u5f3a\u5927\u7684\u4f7f\u7528\u6848\u4f8b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u4f7f\u7528\u6848\u4f8b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>InvestGlass \u4e3a\u4f55\u9002\u5408<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u745e\u58eb\u79c1\u4eba\u94f6\u884c\u9700\u8981\u745e\u58eb\u6570\u636e\u5c45\u4f4f\u5730<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5168\u745e\u58eb\u6258\u7ba1\u3001\u94f6\u884c\u7ea7\u5b89\u5168\u3001\u4e0e FINMA \u4e00\u81f4\u7684\u5de5\u4f5c\u6d41\u7a0b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u72ec\u7acb\u8d22\u5bcc\u7ba1\u7406\u4eba\u5bfb\u6c42\u4e00\u4f53\u5316\u5806\u6808<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u3001\u4ea7\u54c1\u7ec4\u5408\u3001\u5165\u804c\u548c\u95e8\u6237\u7f51\u7ad9\uff0c\u65e0\u9700\u4e0e\u591a\u4e2a\u4f9b\u5e94\u5546\u5efa\u7acb\u5173\u7cfb<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4fdd\u9669\u516c\u53f8\u5e0c\u671b\u5b9e\u73b0\u7efc\u5408\u5165\u804c\u548c\u4fdd\u5355\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53ef\u914d\u7f6e\u7684\u8868\u5355\u3001\u6587\u6863\u5de5\u4f5c\u6d41\u7a0b\u548c\u5206\u53d1\u652f\u6301<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9700\u8981\u8de8\u5883\u5408\u89c4\u7684\u54a8\u8be2\u516c\u53f8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u591a\u8f96\u533a KYC \u6a21\u677f\u548c\u9002\u7528\u6027\u6846\u67b6<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u8bda\u9080\u60a8\u5c06 InvestGlass \u5217\u5165\u5019\u9009\u540d\u5355\uff0c\u5e76\u5bf9\u5408\u89c4\u6027\u8f83\u5f3a\u7684\u5de5\u4f5c\u6d41\u7a0b\u548c\u8de8\u5883\u5ba2\u6237\u7ba1\u7406\u8fdb\u884c\u6982\u5ff5\u9a8c\u8bc1\u3002\u8054\u7cfb\u6211\u4eec\u7684\u56e2\u961f\uff0c\u8ba8\u8bba\u60a8\u7684\u5177\u4f53\u4f7f\u7528\u6848\u4f8b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementation-roadmap-after-selecting-a-wealth-management-crm\">\u9009\u62e9\u8d22\u5bcc\u7ba1\u7406 CRM \u540e\u7684\u5b9e\u65bd\u8def\u7ebf\u56fe<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u53ea\u662f\u7b2c\u4e00\u6b65\u3002\u524d\u516d\u81f3\u5341\u4e8c\u4e2a\u6708\u7684\u6267\u884c\u60c5\u51b5\u51b3\u5b9a\u4e86\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u662f\u5426\u80fd\u4e3a\u7ba1\u7406\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u548c\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u5e26\u6765\u4ef7\u503c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ad8\u7ea7\u522b\u5b9e\u65bd\u8def\u7ebf\u56fe\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u9636\u6bb5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u6d3b\u52a8<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5178\u578b\u6301\u7eed\u65f6\u95f4<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u53d1\u73b0\u548c\u914d\u7f6e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9700\u6c42\u9a8c\u8bc1\u3001\u5de5\u4f5c\u6d41\u7a0b\u8bbe\u8ba1\u3001\u7cfb\u7edf\u8bbe\u7f6e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2 \u81f3 4 \u5468<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u636e\u6e05\u7406\u548c\u8fc1\u79fb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9057\u7559\u6570\u636e\u5ba1\u67e5\u3001\u5b57\u6bb5\u6620\u5c04\u3001\u5bfc\u5165\u9a8c\u8bc1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2 \u81f3 4 \u5468<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u96c6\u6210\u63a8\u51fa<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>API \u8fde\u63a5\u3001\u6d4b\u8bd5\u3001\u6570\u636e\u540c\u6b65<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2 \u81f3 6 \u5468<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8bd5\u70b9\u90e8\u7f72<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6709\u9650\u7684\u7528\u6237\u7fa4\u3001\u53cd\u9988\u6536\u96c6\u3001\u6539\u8fdb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2 \u81f3 4 \u5468<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u516c\u53f8\u8303\u56f4\u5185\u7684\u90e8\u7f72<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u57f9\u8bad\u3001\u63a8\u5e7f\u3001\u91c7\u7528\u76d1\u6d4b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6301\u7eed\u8fdb\u884c<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u65f6\u95f4\u5b89\u6392\u56e0\u516c\u53f8\u590d\u6742\u7a0b\u5ea6\u800c\u5f02\u3002\u89c4\u6a21\u8f83\u5c0f\u7684\u54a8\u8be2\u516c\u53f8\u53ef\u5728 8 \u5230 12 \u5468\u5185\u5b8c\u6210\u5b9e\u65bd\u3002\u62e5\u6709\u591a\u4e2a\u9884\u8ba2\u4e2d\u5fc3\u7684\u590d\u6742\u79c1\u4eba\u94f6\u884c\u901a\u5e38\u9700\u8981\u516d\u5230\u5341\u4e8c\u4e2a\u6708\u7684\u65f6\u95f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u5b9e\u65bd\u56e2\u961f\u548c\u5408\u4f5c\u4f19\u4f34\u5728\u6574\u4e2a\u8fc7\u7a0b\u4e2d\u652f\u6301\u914d\u7f6e\u3001\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\u8bbe\u8ba1\u548c\u57f9\u8bad\u3002\u6211\u4eec\u4e0e\u60a8\u7684\u5185\u90e8\u56e2\u961f\u4e00\u8d77\u5de5\u4f5c\uff0c\u800c\u4e0d\u662f\u4ea4\u4ed8\u8f6f\u4ef6\u540e\u5c31\u79bb\u5f00\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d8\u9769\u7ba1\u7406\u4e0e\u6280\u672f\u540c\u6837\u91cd\u8981\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4efb\u547d\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5021\u5bfc\u8005\uff0c\u63a8\u52a8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u91c7\u7528<\/li>\n\n\n\n<li>\u5b9a\u4e49\u4f7f\u7528 KPI \u4ee5\u8ddf\u8e2a\u5173\u7cfb\u7ecf\u7406\u7684\u53c2\u4e0e\u60c5\u51b5<\/li>\n\n\n\n<li>\u8bbe\u5b9a\u4e1a\u52a1\u6d41\u7a0b\u5c06\u968f\u7740\u516c\u53f8\u7684\u5b66\u4e60\u800c\u53d1\u5c55\u7684\u9884\u671f<\/li>\n\n\n\n<li>\u5b89\u6392\u5b9a\u671f\u5ba1\u67e5\uff0c\u6839\u636e\u5b9e\u9645\u7ecf\u9a8c\u5b8c\u5584\u5de5\u4f5c\u6d41\u7a0b<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-building-a-comparison-framework-that-will-still-work-in-2030\">\u7ed3\u8bba\uff1a\u5efa\u7acb\u4e00\u4e2a\u5728 2030 \u5e74\u4f9d\u7136\u6709\u6548\u7684\u6bd4\u8f83\u6846\u67b6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bd4\u8f83\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u7ed3\u6784\u5316\u65b9\u6cd5\u53ef\u4fdd\u62a4\u516c\u53f8\u907f\u514d\u4ee3\u4ef7\u9ad8\u6602\u7684\u9519\u4f4d\u548c\u91cd\u590d\u8fc1\u79fb\u3002\u672c\u6587\u6982\u8ff0\u7684\u6846\u67b6\u4e3a\u60a8\u63d0\u4f9b\u4e86\u4e00\u4e2a\u57fa\u7840\uff0c\u60a8\u53ef\u4ee5\u6839\u636e\u6280\u672f\u548c\u6cd5\u89c4\u7684\u53d1\u5c55\u8fdb\u884c\u8c03\u6574\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5173\u6ce8\u6570\u636e\u4e3b\u6743\u3001\u76d1\u7ba1\u5de5\u4f5c\u6d41\u7a0b\u3001\u6295\u8d44\u7ec4\u5408\u96c6\u6210\u548c\u987e\u95ee\u4f53\u9a8c\u6bd4\u8ffd\u9010\u6bcf\u4e00\u4e2a\u65b0\u529f\u80fd\u8d8b\u52bf\u66f4\u80fd\u8bc1\u660e\u672a\u6765\u3002\u6700\u9002\u5408\u91d1\u878d\u670d\u52a1\u7684 crm \u65e2\u80fd\u6ee1\u8db3\u60a8\u5f53\u524d\u7684\u7279\u5b9a\u9700\u6c42\uff0c\u53c8\u80fd\u6839\u636e\u60a8\u672a\u6765\u7684\u96c4\u5fc3\u58ee\u5fd7\u8fdb\u884c\u6269\u5c55\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7b49\u4e3b\u6743\u89e3\u51b3\u65b9\u6848\u8bf4\u660e\u4e86\u4f01\u4e1a\u5982\u4f55\u5728\u4e0d\u5f71\u54cd\u9690\u79c1\u6216\u63a7\u5236\u7684\u60c5\u51b5\u4e0b\uff0c\u91c7\u7528\u73b0\u4ee3\u4eba\u5de5\u667a\u80fd\u589e\u5f3a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u529f\u80fd\u3002\u9ad8\u7ea7\u5206\u6790\u3001\u8425\u9500\u81ea\u52a8\u5316\u548c\u7efc\u5408\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u90fd\u53ef\u4ee5\u5728\u745e\u58eb\u6570\u636e\u9a7b\u7559\u9650\u5236\u8303\u56f4\u5185\u5b9e\u73b0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u60a8\u7684\u4e0b\u4e00\u6b65<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f7f\u7528\u6b65\u9aa4 1 \u4e2d\u7684\u6846\u67b6\u8bb0\u5f55\u9700\u6c42<\/li>\n\n\n\n<li>\u5efa\u7acb\u5305\u62ec InvestGlass \u548c\u5176\u4ed6\u5019\u9009\u4eba\u5728\u5185\u7684\u5165\u56f4\u540d\u5355<\/li>\n\n\n\n<li>\u5728\u4e0b\u4e00\u5b63\u5ea6\u5185\u5b89\u6392\u4f9b\u5e94\u5546\u7814\u8ba8\u4f1a\u6216\u5c55\u793a\u4f1a<\/li>\n\n\n\n<li>\u5229\u7528\u771f\u5b9e\u7684\u5ba2\u6237\u573a\u666f\u89c4\u5212\u7ed3\u6784\u5316\u7684\u6982\u5ff5\u9a8c\u8bc1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u4eca\uff0c\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u65b9\u9762\u6295\u5165\u65f6\u95f4\u8fdb\u884c\u9002\u5f53\u6bd4\u8f83\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5c06\u6539\u5584\u5ba2\u6237\u5173\u7cfb\uff0c\u51cf\u5c11\u5408\u89c4\u65b9\u9762\u7684\u6469\u64e6\uff0c\u5e76\u4f7f\u5176\u516c\u53f8\u5728 2030 \u5e74\u53ca\u4ee5\u540e\u5b9e\u73b0\u53ef\u6301\u7eed\u589e\u957f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-is-a-wealth-management-crm-different-from-a-generic-crm-used-in-other-industries\">\u8d22\u5bcc\u7ba1\u7406 CRM \u4e0e\u5176\u4ed6\u884c\u4e1a\u4f7f\u7528\u7684\u901a\u7528 CRM \u6709\u4f55\u4e0d\u540c\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u662f\u4e3a\u5904\u7406\u53d7\u76d1\u7ba1\u7684\u5ba2\u6237\u6570\u636e\u3001\u6295\u8d44\u7ec4\u5408\u3001KYC \u8981\u6c42\u548c\u9002\u5f53\u6027\u8bb0\u5f55\u800c\u6784\u5efa\u7684\u3002\u4e0e\u4e3b\u8981\u5173\u6ce8\u9500\u552e\u7ba1\u9053\u548c\u8425\u9500\u81ea\u52a8\u5316\u7684\u901a\u7528\u5de5\u5177\u4e0d\u540c\uff0c\u8d22\u5bcc\u6280\u672f\u884c\u4e1a\u7684\u7279\u5b9a\u5de5\u5177\u53ef\u5904\u7406\u590d\u6742\u7684\u76d1\u7ba1\u6846\u67b6\u548c\u91d1\u878d\u6570\u636e\u8981\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7b49\u4e13\u4e1a\u5e73\u53f0\u53ef\u63d0\u4f9b\u98ce\u9669\u5206\u6790\u3001\u8de8\u5883\u5408\u89c4\u89c4\u5219\u3001\u76d1\u7ba1\u5ba1\u8ba1\u8ddf\u8e2a\u548c\u591a\u5b9e\u4f53\u7ed3\u6784\u7b49\u529f\u80fd\uff0c\u800c\u6807\u51c6\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u901a\u5e38\u7f3a\u4e4f\u8fd9\u4e9b\u529f\u80fd\u3002\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6709\u65f6\u53ef\u4ee5\u901a\u8fc7\u5b9a\u5236\u6269\u5c55\u6765\u6ee1\u8db3\u8fd9\u4e9b\u9700\u6c42\uff0c\u4f46\u8fd9\u901a\u5e38\u9700\u8981\u66f4\u9ad8\u7684\u6210\u672c\u3001\u66f4\u957f\u7684\u5b9e\u65bd\u65f6\u95f4\u548c\u6301\u7eed\u7684\u7ef4\u62a4\u8d39\u7528\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-smaller-independent-wealth-managers-afford-a-specialised-crm-platform\">\u89c4\u6a21\u8f83\u5c0f\u7684\u72ec\u7acb\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u80fd\u5426\u8d1f\u62c5\u5f97\u8d77\u4e13\u95e8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bb8\u591a\u62e5\u6709 5 \u81f3 50 \u4eba\u56e2\u961f\u7684\u72ec\u7acb\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u5bb6\u65cf\u529e\u516c\u5ba4\u90fd\u6210\u529f\u4f7f\u7528\u4e86\u4e13\u95e8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u5c24\u5176\u662f\u90a3\u4e9b\u4ee5\u6a21\u5757\u5316 SaaS \u5b9a\u4ef7\u6a21\u5f0f\u63d0\u4f9b\u7684\u8f6f\u4ef6\u3002\u8d22\u5bcc\u4e13\u7528\u5e73\u53f0\u53ea\u9002\u7528\u4e8e\u5927\u578b\u94f6\u884c\u7684\u5047\u8bbe\u5df2\u7ecf\u8fc7\u65f6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7b49\u96c6\u6210\u5e73\u53f0\u5b9e\u9645\u4e0a\u53ef\u964d\u4f4e\u603b\u6210\u672c\uff0c\u56e0\u4e3a\u5b83\u4eec\u53d6\u4ee3\u4e86\u591a\u4e2a\u70b9\u89e3\u51b3\u65b9\u6848\uff0c\u7528\u4e8e\u5165\u804c\u3001\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u548c <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%90%a5%e9%94%80%e5%b7%a5%e5%85%b7\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u7535\u5b50\u90ae\u4ef6\u8425\u9500\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5912\">\u7535\u5b50\u90ae\u4ef6\u8425\u9500<\/a>. .\u89c4\u6a21\u8f83\u5c0f\u7684\u516c\u53f8\u5e94\u4ece\u57fa\u672c\u6a21\u5757\u5165\u624b\uff0c\u5728\u987e\u95ee\u548c\u52a9\u7406\u5b8c\u5168\u91c7\u7528\u6838\u5fc3 CRM \u540e\uff0c\u518d\u6dfb\u52a0\u4eba\u5de5\u667a\u80fd\u8f85\u52a9\u6216\u9ad8\u7ea7\u5206\u6790\u7b49\u9ad8\u7ea7\u529f\u80fd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-should-a-bank-or-wealth-firm-ask-about-data-residency-during-vendor-selection\">\u94f6\u884c\u6216\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5728\u9009\u62e9\u4f9b\u5e94\u5546\u65f6\uff0c\u5e94\u5982\u4f55\u8be2\u95ee\u6570\u636e\u9a7b\u7559\u95ee\u9898\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8be2\u95ee\u4f9b\u5e94\u5546\u7a76\u7adf\u4f1a\u5728\u54ea\u4e9b\u56fd\u5bb6\u548c\u6570\u636e\u4e2d\u5fc3\u5b58\u50a8\u53ef\u8bc6\u522b\u7684\u5ba2\u6237\u6570\u636e\u548c\u5907\u4efd\u3002\u6f84\u6e05\u6570\u636e\u662f\u5426\u53ea\u80fd\u4fdd\u5b58\u5728\u745e\u58eb\u6216\u6b27\u76df\u7b49\u53f8\u6cd5\u7ba1\u8f96\u533a\uff0c\u5904\u7406\u6216\u5206\u6790\u6570\u636e\u65f6\u4e0d\u80fd\u6709\u4f8b\u5916\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982 InvestGlass 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class=\"wp-block-paragraph\">\u5927\u578b\u94f6\u884c\u548c\u4fdd\u9669\u516c\u53f8\u53ef\u80fd\u9700\u8981\u516d\u5230\u5341\u4e8c\u4e2a\u6708\u7684\u65f6\u95f4\uff0c\u624d\u80fd\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5b8c\u5168\u5d4c\u5165\u5230\u591a\u4e2a\u9884\u8ba2\u4e2d\u5fc3\u7684\u5165\u804c\u3001\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\u548c\u5408\u89c4\u4f8b\u884c\u7a0b\u5e8f\u4e2d\u3002\u5728\u4e0a\u7ebf\u540e\u7684\u7b2c\u4e00\u4e2a\u5b63\u5ea6\u5185\uff0c\u8ddf\u8e2a\u65e9\u671f\u6307\u6807\uff0c\u5982\u5ba2\u6237\u5165\u804c\u65f6\u95f4\u7f29\u77ed\u3001KYC \u5f02\u5e38\u51cf\u5c11\u3001\u987e\u95ee\u4f7f\u7528\u7387\u63d0\u9ad8\u7b49\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-realistic-to-migrate-off-a-legacy-crm-or-spreadsheet-based-setup-without-major-disruption\">\u4ece\u4f20\u7edf\u7684 CRM 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The decision you make today will affect your firm\u2019s compliance posture, advisor productivity, and client experience for years to come. Here are the core dimensions firms must assess: Introduction: Why CRM Comparison Matters for Wealth Managers in 2026 Fee [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49033,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[55,916,35,45],"class_list":["post-49026","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-artificial-intelligence","tag-banking-automation","tag-crm-for-banking","tag-digital-onboarding"],"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 Compare Wealth Management CRM Platforms | InvestGlass<\/title>\n<meta name=\"description\" content=\"Wealth management CRM selection in 2026 is shaped by regulation, AI capabilities, and data privacy demands. The decision you make today will affect your\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u6bd4\u8f83\u8d22\u5bcc\u7ba1\u7406-crm-\u5e73\u53f0\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Compare Wealth Management CRM Platforms\" \/>\n<meta property=\"og:description\" content=\"Wealth management CRM selection in 2026 is shaped by regulation, AI capabilities, and data privacy demands. 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