{"id":49063,"date":"2026-02-10T15:07:37","date_gmt":"2026-02-10T14:07:37","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49063"},"modified":"2026-02-10T15:07:40","modified_gmt":"2026-02-10T14:07:40","slug":"%e5%a6%82%e4%bd%95%e4%bb%a5%e6%95%b0%e5%ad%97%e6%96%b9%e5%bc%8f%e6%8e%a5%e5%be%85%e5%ae%a2%e6%88%b7","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-onboard-clients-digitally\/","title":{"rendered":"\u5982\u4f55\u4ee5\u6570\u5b57\u5316\u65b9\u5f0f\u63a5\u5f85\u5ba2\u6237"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u6570\u5b57\u5ba2\u6237\u5165\u804c\u662f\u6307\u4ece\u6570\u636e\u91c7\u96c6\u5230 KYC \u548c\u8d26\u6237\u5f00\u7acb\uff0c\u5b8c\u5168\u5728\u7ebf\u9a8c\u8bc1\u3001\u6279\u51c6\u548c\u6fc0\u6d3b\u65b0\u5ba2\u6237\u7684\u7aef\u5230\u7aef\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7cbe\u5fc3\u8bbe\u8ba1\u7684\u6570\u5b57\u65c5\u7a0b\u53ef\u5c06\u5165\u804c\u65f6\u95f4\u4ece\u6570\u5468\u7f29\u77ed\u81f3 24 \u5c0f\u65f6\u4ee5\u5185\uff0c\u540c\u65f6\u7b26\u5408 KYC\u3001AML \u548c\u6570\u636e\u4fdd\u62a4\u89c4\u5219\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u6570\u5b57\u5165\u804c\u4e0e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08\u5982 InvestGlass\uff09\u3001\u6587\u4ef6\u68c0\u67e5\u548c\u98ce\u9669\u5f15\u64ce\u96c6\u6210\uff0c\u53ef\u6d88\u9664\u4eba\u5de5\u6570\u636e\u5f55\u5165\u5e76\u63d0\u9ad8\u6570\u636e\u51c6\u786e\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u6216\u672c\u5730\u6570\u636e\u4e3b\u6743\u5bf9\u4e8e\u9700\u8981\u5168\u9762\u63a7\u5236\u5ba2\u6237\u6570\u636e\u5b58\u50a8\u548c\u5904\u7406\u7684\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u6765\u8bf4\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u63d0\u4f9b\u4e86\u5b9e\u7528\u7684\u4e94\u6b65\u8def\u7ebf\u56fe\u3001\u53ef\u64cd\u4f5c\u7684\u63d0\u793a\u3001\u5177\u4f53\u7684\u91d1\u878d\u79d1\u6280\u5b9e\u4f8b\u4ee5\u53ca\u5f00\u59cb\u4f7f\u7528 InvestGlass \u7684\u6307\u5bfc\u610f\u89c1 <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=\"5925\">\u6570\u5b57\u5165\u804c<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-digital-client-onboarding-matters-in-2026\">\u4e3a\u4ec0\u4e48 2026 \u5e74\u6570\u5b57\u5ba2\u6237\u5165\u804c\u670d\u52a1\u81f3\u5173\u91cd\u8981\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2024 \u5e74\uff0c\u82cf\u9ece\u4e16\u4e00\u5bb6\u4e2d\u578b\u79c1\u4eba\u94f6\u884c\u505a\u51fa\u4e86\u4e00\u9879\u6539\u53d8\u5176\u4e1a\u52a1\u7684\u51b3\u5b9a\u3002\u901a\u8fc7\u91c7\u7528\u5b8c\u5168\u6570\u5b57\u5316\u7684\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\uff0c\u4ed6\u4eec\u5c06\u4ece\u521d\u6b21\u63a5\u89e6\u5230\u8d26\u6237\u6fc0\u6d3b\u7684\u5e73\u5747\u65f6\u95f4\u4ece 30 \u5929\u7f29\u77ed\u5230\u4ec5 2 \u5929\u3002\u4ed6\u4eec\u7684\u5ba2\u6237\u7ecf\u7406\u7ec8\u4e8e\u53ef\u4ee5\u4e13\u6ce8\u4e8e\u4e0e\u5ba2\u6237\u5efa\u7acb\u826f\u597d\u5173\u7cfb\u5e76\u4e3a\u5176\u63d0\u4f9b\u670d\u52a1\uff0c\u800c\u4e0d\u5fc5\u518d\u91cd\u590d\u586b\u5199\u7eb8\u8d28\u8868\u683c\u548c\u626b\u63cf\u8eab\u4efd\u8bc1\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u4fdd\u9669\u516c\u53f8\u800c\u8a00\uff0c\u5165\u804c\u901a\u5e38\u662f\u9996\u6b21\u53d7\u76d1\u7ba1\u7684\u4e92\u52a8\uff0c\u5e76\u4e3a\u6574\u4e2a\u5ba2\u6237\u5173\u7cfb\u5b9a\u4e0b\u57fa\u8c03\u3002\u5f53\u65b0\u5ba2\u6237\u7684\u4f53\u9a8c\u59cb\u4e8e\u6469\u64e6\u3001\u5ef6\u8fdf\u548c\u91cd\u590d\u7684\u6587\u4ef6\u8981\u6c42\u65f6\uff0c\u5efa\u7acb\u4fe1\u4efb\u4ece\u7b2c\u4e00\u5929\u8d77\u5c31\u6210\u4e3a\u4e00\u573a\u8270\u82e6\u7684\u6218\u6597\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2023 \u5e74\u7684\u884c\u4e1a\u7814\u7a76\u663e\u793a\uff0c\u5982\u679c\u6570\u5b57\u4e0a\u673a\u5728\u7ebf\u65f6\u95f4\u8d85\u8fc7 15 \u5206\u949f\uff0c\u8d85\u8fc7 60% \u7684\u6f5c\u5728\u5ba2\u6237\u4f1a\u653e\u5f03\u7533\u8bf7\u3002\u8fd9\u4e00\u653e\u5f03\u7387\u610f\u5473\u7740\u4e27\u5931\u4e86\u5ba2\u6237\u83b7\u53d6\u673a\u4f1a\uff0c\u6d6a\u8d39\u4e86 <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=\"5926\">\u5e02\u573a\u8425\u9500<\/a> \u6295\u8d44\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC \u548c\u53cd\u6d17\u94b1\u8981\u6c42\u7684\u590d\u6742\u6027\u4e0d\u65ad\u589e\u52a0\uff0c\u5c24\u5176\u662f\u5bf9\u8de8\u5883\u5ba2\u6237\u548c\u653f\u6cbb\u516c\u4f17\u4eba\u7269\u7684\u8981\u6c42\u3002\u91d1\u878d\u673a\u6784\u5fc5\u987b\u5728\u5f7b\u5e95\u7684\u5408\u89c4\u68c0\u67e5\u4e0e\u73b0\u4ee3\u5ba2\u6237\u671f\u671b\u6240\u8981\u6c42\u7684\u65e0\u7f1d\u6d41\u7a0b\u4e4b\u95f4\u53d6\u5f97\u5e73\u8861\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u7ecf\u5386\u4e86 COVID \u65f6\u4ee3\u7684\u5206\u884c\u5173\u95ed\u4e4b\u540e\uff0c\u5ba2\u6237\u73b0\u5728\u5e0c\u671b\u901a\u8fc7\u7f51\u7edc\u548c\u79fb\u52a8\u8bbe\u5907\u8fdb\u884c\u5b8c\u5168\u8fdc\u7a0b\u7684\u5165\u804c\uff0c\u5305\u62ec\u5728\u5f53\u5730\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u65f6\u8fdb\u884c\u89c6\u9891\u8eab\u4efd\u9a8c\u8bc1\u3002\u5411\u6570\u5b57\u94f6\u884c\u7684\u8f6c\u53d8\u5df2\u6210\u4e3a\u6c38\u4e45\u6027\u7684\uff0c\u800c\u975e\u6682\u65f6\u6027\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u6b27\u6d32\u548c\u745e\u58eb\u7684\u673a\u6784\u800c\u8a00\uff0c\u6570\u5b57\u5316\u5ba2\u6237\u5165\u804c\u5fc5\u987b\u5728\u901f\u5ea6\u4e0e\u4e25\u683c\u9075\u5b88 FINMA \u901a\u51fd\u3001MiFID II \u548c GDPR \u7b49\u89c4\u5219\u4e4b\u95f4\u53d6\u5f97\u5e73\u8861\u3002\u5408\u89c4\u5e76\u975e\u53ef\u6709\u53ef\u65e0\uff0c\u800c\u662f\u57fa\u7840\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e13\u6ce8\u4e8e\u53d7\u76d1\u7ba1\u673a\u6784\uff0c\u60a8\u548c\u60a8\u7684\u5ba2\u6237\u90fd\u9700\u8981\u5728\u4e25\u683c\u9075\u5b88\u6570\u5b57\u6cd5\u89c4\u7684\u540c\u65f6\u4f53\u9a8c\u9ad8\u63a5\u89e6\u670d\u52a1\u3002\u8fd9\u79cd\u5173\u7cfb\u8d28\u91cf\u4e0e\u8fd0\u8425\u6548\u7387\u7684\u7ed3\u5408\u662f\u91d1\u878d\u884c\u4e1a\u9886\u5148\u8005\u4e0e\u843d\u540e\u8005\u7684\u533a\u522b\u6240\u5728\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-digital-onboarding-in-financial-services\">\u4ec0\u4e48\u662f\u91d1\u878d\u670d\u52a1\u9886\u57df\u7684\u6570\u5b57\u5316\u5165\u804c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u662f\u6307\u4f7f\u7528\u5728\u7ebf\u8868\u683c\u3001\u8eab\u4efd\u9a8c\u8bc1\u68c0\u67e5\u548c\u81ea\u52a8\u5de5\u4f5c\u6d41\u7a0b\uff0c\u5c06\u6f5c\u5728\u5ba2\u6237\u8f6c\u53d8\u4e3a\u5df2\u83b7\u6279\u51c6\u7684\u6d3b\u8dc3\u5ba2\u6237\u7684\u8fc7\u7a0b\u3002\u5b83\u4ee5\u5f15\u5bfc\u5f0f\u7f51\u7edc\u6d41\u7a0b\u3001\u7535\u5b50\u7b7e\u540d\u548c\u5b89\u5168\u6587\u4ef6\u4e0a\u4f20\u95e8\u6237\u53d6\u4ee3\u4e86\u5b9e\u4f53\u6587\u4e66\u3001\u5206\u884c\u62dc\u8bbf\u548c\u7535\u5b50\u90ae\u4ef6\u9644\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u5e74\uff0c\u5178\u578b\u7684\u6570\u5b57\u5316\u5165\u804c\u65c5\u7a0b\u5c06\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>\u6570\u636e\u7c7b\u522b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5b9e\u4f8b<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8eab\u4efd\u8bc1\u4ef6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u62a4\u7167\u626b\u63cf\u3001\u56fd\u6c11\u8eab\u4efd\u8bc1\u3001\u516c\u53f8\u767b\u8bb0\u518c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5730\u5740\u9a8c\u8bc1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u516c\u7528\u4e8b\u4e1a\u8d26\u5355\u3001\u94f6\u884c\u5bf9\u8d26\u5355\u3001\u653f\u5e9c\u4fe1\u51fd<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7a0e\u52a1\u4fe1\u606f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7eb3\u7a0e\u8bc6\u522b\u53f7\u3001FATCA \u548c CRS \u7533\u62a5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8d44\u6982\u51b5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u98ce\u9669\u504f\u597d\u95ee\u5377\u8c03\u67e5\u3001\u6295\u8d44\u7ecf\u9a8c\u3001\u4ea7\u54c1\u9002\u7528\u6027\u8bc4\u4f30<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8d44\u91d1\u6765\u6e90<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5c31\u4e1a\u8bb0\u5f55\u3001\u8d22\u5bcc\u7533\u62a5\u3001\u4ea4\u6613\u8bb0\u5f55<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6838\u5b9e\u5ba2\u6237\u8eab\u4efd\u662f KYC \u7a0b\u5e8f\u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\uff0c\u53ef\u786e\u4fdd\u7b26\u5408\u6cd5\u89c4\u8981\u6c42\uff0c\u5e76\u901a\u8fc7\u786e\u8ba4\u6bcf\u4f4d\u5ba2\u6237\u7684\u771f\u5b9e\u6027\u6765\u5e2e\u52a9\u9632\u6b62\u6b3a\u8bc8\u884c\u4e3a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8d22\u5bcc\u7ba1\u7406\u548c\u79c1\u4eba\u94f6\u884c\u4e1a\u52a1\u4e2d\uff0c\u6570\u5b57\u5316\u5165\u804c\u8fd8\u5305\u62ec\u6295\u8d44\u8005\u5206\u6790\u3001\u98ce\u9669\u627f\u53d7\u80fd\u529b\u8bc4\u4f30\u548c\u4ea7\u54c1\u9002\u5f53\u6027\u6d4b\u8bd5\uff0c\u4ee5\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\uff0c\u540c\u65f6\u4e3a\u4e2a\u6027\u5316\u670d\u52a1\u6536\u96c6\u76f8\u5173\u6570\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u5316\u5165\u804c\u5e73\u53f0\u534f\u8c03\u591a\u79cd\u5de5\u5177\uff0c\u5305\u62ec\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u3001KYC \u4f9b\u5e94\u5546\u3001\u5236\u88c1\u7b5b\u67e5\u670d\u52a1\u3001\u6838\u5fc3\u94f6\u884c\u5e73\u53f0\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8f6f\u4ef6\u548c\u5ba2\u6237\u95e8\u6237\u3002\u8fd9\u6837\u505a\u7684\u76ee\u7684\u662f\u6d88\u9664\u6570\u636e\u5b64\u5c9b\uff0c\u4e3a\u6bcf\u4e2a\u5ba2\u6237\u521b\u5efa\u5355\u4e00\u7684\u771f\u5b9e\u6570\u636e\u6e90\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u96c6\u6210\u65b9\u6cd5\uff0c\u5165\u804c\u8868\u683c\u3001\u5de5\u4f5c\u6d41\u7a0b\u3001\u6295\u8d44\u7ec4\u5408\u5f00\u7acb\u548c\u6301\u7eed\u5ba1\u67e5\u90fd\u5728\u540c\u4e00\u745e\u58eb\u6258\u7ba1\u57fa\u7840\u8bbe\u65bd\u4e0a\u8fdb\u884c\u3002\u8fd9\u4e00\u7528\u6237\u53cb\u597d\u578b\u5e73\u53f0\u4f7f\u5ba2\u6237\u65e0\u9700\u5728\u4e92\u4e0d\u5173\u8054\u7684\u7cfb\u7edf\u4e2d\u5b8c\u6210\u6240\u6709\u6b65\u9aa4\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-barriers-to-successful-digital-onboarding\">\u6210\u529f\u5b9e\u73b0\u6570\u5b57\u5316\u5165\u804c\u7684\u5e38\u89c1\u969c\u788d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bb8\u591a\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u5728 2020 \u5e74\u540e\u5f00\u59cb\u5b9e\u65bd\u6570\u5b57\u5316\u9879\u76ee\uff0c\u4f46\u4ecd\u96be\u4ee5\u5b8c\u5168\u53d6\u4ee3\u4eba\u5de5\u6b65\u9aa4\u3002\u4e86\u89e3\u8fd9\u4e9b\u969c\u788d\u662f\u514b\u670d\u5b83\u4eec\u7684\u7b2c\u4e00\u6b65\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f20\u7edf\u7cfb\u7edf<\/strong> \u6ca1\u6709 API \u7684\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u4f1a\u8feb\u4f7f\u5458\u5de5\u591a\u6b21\u91cd\u65b0\u8f93\u5165\u5ba2\u6237\u4fe1\u606f\uff0c\u4ece\u800c\u589e\u52a0\u9519\u8bef\u5e76\u6d6a\u8d39\u5b9d\u8d35\u7684\u65f6\u95f4\u3002\u5982\u679c\u6ca1\u6709 API \u96c6\u6210\uff0c\u6570\u636e\u6d41\u5c31\u4f1a\u53d8\u6210\u624b\u5de5\u64cd\u4f5c\uff0c\u5bb9\u6613\u51fa\u9519\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5408\u89c4\u95ee\u9898<\/strong> \u98ce\u9669\u56e2\u961f\u901a\u5e38\u503e\u5411\u4e8e\u5bf9\u6bcf\u4e00\u4efd\u6587\u4ef6\u8fdb\u884c\u4eba\u5de5\u5ba1\u6838\uff0c\u56e0\u6b64\u5373\u4f7f\u662f\u5bf9\u4f4e\u98ce\u9669\u5ba2\u6237\u4e5f\u5f88\u96be\u5b9e\u65bd\u76f4\u901a\u5f0f\u5904\u7406\u3002\u8fd9\u79cd\u8c28\u614e\u7684\u6001\u5ea6\u867d\u7136\u53ef\u4ee5\u7406\u89e3\uff0c\u4f46\u5374\u4f1a\u9020\u6210\u74f6\u9888\uff0c\u8ba9\u60a8\u548c\u60a8\u7684\u65b0\u5ba2\u6237\u90fd\u611f\u5230\u6cae\u4e27\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7ec4\u7ec7\u5b64\u5c9b<\/strong> \u524d\u53f0\u3001\u5408\u89c4\u3001\u6cd5\u5f8b\u548c\u8fd0\u8425\u90e8\u95e8\u4e4b\u95f4\u7684\u5185\u90e8\u5206\u6b67\u4f1a\u964d\u4f4e\u5ba1\u6279\u901f\u5ea6\uff0c\u5e76\u5bfc\u81f4\u91cd\u590d\u7684\u6587\u4ef6\u8bf7\u6c42\u3002\u5ba2\u6237\u6700\u7ec8\u4f1a\u901a\u8fc7\u4e0d\u540c\u7684\u6c9f\u901a\u6e20\u9053\u591a\u6b21\u63d0\u4f9b\u76f8\u540c\u7684\u4fe1\u606f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7cdf\u7cd5\u7684\u7528\u6237\u4f53\u9a8c<\/strong> \u5197\u957f\u7684\u9759\u6001 PDF \u8868\u5355\u3001\u975e\u54cd\u5e94\u5f0f\u7f51\u9875\u4ee5\u53ca\u7f3a\u4e4f\u79fb\u52a8\u53cb\u597d\u578b\u6d41\u7a0b\u90fd\u4f1a\u5bfc\u81f4\u5ba2\u6237\u6d41\u5931\u3002\u5f53\u5165\u95e8\u4f53\u9a8c\u8ba9\u4eba\u611f\u89c9\u8fc7\u65f6\u65f6\uff0c\u5ba2\u6237\u6ee1\u610f\u5ea6\u751a\u81f3\u4f1a\u5728\u5408\u4f5c\u5173\u7cfb\u5f00\u59cb\u4e4b\u524d\u5c31\u53d7\u5230\u5f71\u54cd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6570\u636e\u9a7b\u7559\u95ee\u9898<\/strong> \u745e\u58eb\u673a\u6784\u5c24\u5176\u4e0d\u80fd\u5728\u4e0d\u5f71\u54cd\u6570\u636e\u5b89\u5168\u548c\u76d1\u7ba1\u5730\u4f4d\u7684\u60c5\u51b5\u4e0b\uff0c\u5c06\u5ba2\u6237\u6570\u636e\u5b58\u50a8\u5728\u901a\u7528\u7684\u5916\u56fd\u4e91\u4e0a\u3002\u4e3b\u6743\u8981\u6c42\u8981\u6c42\u8c28\u614e\u9009\u62e9\u57fa\u7840\u8bbe\u65bd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u8fd9\u6837\u7684\u745e\u58eb\u6258\u7ba1\u5e73\u53f0\u53ef\u4ee5\u964d\u4f4e\u96c6\u6210\u7684\u590d\u6742\u6027\uff0c\u4ece\u7b2c\u4e00\u5929\u8d77\u5c31\u80fd\u6ee1\u8db3\u4e3b\u6743\u548c\u8bbf\u95ee\u63a7\u5236\u8981\u6c42\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-onboarding-strategies\">\u5ba2\u6237\u5165\u804c\u7b56\u7565<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6210\u529f\u7684\u5ba2\u6237\u5165\u804c\u6218\u7565\u662f\u4e0e\u65b0\u5ba2\u6237\u5efa\u7acb\u6301\u4e45\u5173\u7cfb\u7684\u57fa\u77f3\u3002\u901a\u8fc7\u8bbe\u8ba1\u5468\u5230\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u4f01\u4e1a\u53ef\u4ee5\u786e\u4fdd\u5ba2\u6237\u987a\u5229\u8fc7\u6e21\u5230\u5176\u670d\u52a1\uff0c\u4ece\u4e00\u5f00\u59cb\u5c31\u57f9\u517b\u4fe1\u4efb\u611f\u5e76\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002\u6700\u6709\u6548\u7684\u6218\u7565\u7ed3\u5408\u4e86\u5148\u8fdb\u7684\u6570\u5b57\u5de5\u5177\u3001\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b\u548c\u4e2a\u6027\u5316\u6c9f\u901a\uff0c\u4ee5\u6ee1\u8db3\u6bcf\u4e2a\u5ba2\u6237\u7684\u72ec\u7279\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u7528\u751f\u7269\u8bc6\u522b\u9a8c\u8bc1\u3001\u6587\u6863\u626b\u63cf\u548c API \u96c6\u6210\u7b49\u6280\u672f\uff0c\u4f01\u4e1a\u53ef\u4ee5\u7b80\u5316\u5165\u804c\u4efb\u52a1\uff0c\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u4eba\u5de5\u6570\u636e\u8f93\u5165\uff0c\u5e76\u63d0\u9ad8\u6570\u636e\u51c6\u786e\u6027\u3002\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b\u4e0d\u4ec5\u80fd\u52a0\u5feb\u6d41\u7a0b\u901f\u5ea6\uff0c\u8fd8\u80fd\u786e\u4fdd\u4e25\u683c\u7684\u5408\u89c4\u6027\uff0c\u964d\u4f4e\u9519\u8bef\u548c\u9057\u6f0f\u7684\u98ce\u9669\u3002\u7528\u6237\u53cb\u597d\u578b\u5e73\u53f0\u5177\u6709\u660e\u786e\u7684\u9884\u671f\uff0c\u53ef\u5e2e\u52a9\u5ba2\u6237\u5728\u6bcf\u4e00\u6b65\u90fd\u5145\u6ee1\u4fe1\u5fc3\u5e76\u4e86\u89e3\u76f8\u5173\u4fe1\u606f\uff0c\u4ece\u800c\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\u5e76\u83b7\u5f97\u66f4\u79ef\u6781\u7684\u5165\u804c\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u7ec8\uff0c\u4e00\u4e2a\u6267\u884c\u826f\u597d\u7684\u5165\u804c\u6d41\u7a0b\u80fd\u63d0\u4f9b\u663e\u8457\u7684\u7ade\u4e89\u4f18\u52bf\u3002\u5b83\u4f53\u73b0\u4e86\u5bf9\u6548\u7387\u3001\u5b89\u5168\u6027\u548c\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u670d\u52a1\u54c1\u8d28\u7684\u627f\u8bfa\uff0c\u8fd9\u4e9b\u54c1\u8d28\u80fd\u591f\u8d62\u5f97\u5ba2\u6237\u5fe0\u8bda\u5ea6\uff0c\u5e76\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u5e02\u573a\u4e2d\u8131\u9896\u800c\u51fa\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-five-steps-to-a-frictionless-digital-onboarding-process\">\u5b9e\u73b0\u65e0\u969c\u788d\u6570\u5b57\u5165\u804c\u6d41\u7a0b\u7684\u4e94\u4e2a\u6b65\u9aa4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u8def\u7ebf\u56fe\u9002\u7528\u4e8e\u96f6\u552e\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u8d44\u4ea7\u7ba1\u7406\u3001\u4fdd\u9669\u5206\u9500\u548c\u623f\u5730\u4ea7\u6295\u8d44\u516c\u53f8\u3002\u6bcf\u4e2a\u6b65\u9aa4\u90fd\u5efa\u7acb\u5728\u524d\u4e00\u4e2a\u6b65\u9aa4\u7684\u57fa\u7840\u4e0a\uff0c\u4ee5\u5b9e\u73b0\u4ece\u6f5c\u5728\u5ba2\u6237\u5230\u6d3b\u8dc3\u5ba2\u6237\u7684\u65e0\u7f1d\u8fc7\u6e21\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e94\u4e2a\u6b65\u9aa4\u662f\u901a\u8fc7 2024 \u5e74\u548c 2025 \u5e74\u5728\u5404\u76d1\u7ba1\u884c\u4e1a\u7684\u5b9e\u65bd\u800c\u5b8c\u5584\u7684\u3002\u5b83\u4eec\u4ee3\u8868\u4e86\u5728\u5408\u89c4\u6027\u548c\u5ba2\u6237\u4f53\u9a8c\u65b9\u9762\u90fd\u80fd\u5e26\u6765\u53ef\u8861\u91cf\u6539\u8fdb\u7684\u6210\u719f\u505a\u6cd5\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-connect-your-digital-onboarding-to-your-crm\">\u7b2c 1 \u6b65 \u5c06\u6570\u5b57\u5165\u804c\u4e0e CRM \u76f8\u8fde\u63a5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u5e94\u4ece\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u5f00\u59cb\uff0c\u7531\u5173\u7cfb\u7ecf\u7406\u521b\u5efa\u6f5c\u5728\u5ba2\u6237\u8bb0\u5f55\u5e76\u89e6\u53d1\u6570\u5b57\u9080\u8bf7\u94fe\u63a5\u3002\u8fd9\u79cd\u8fde\u63a5\u53ef\u786e\u4fdd\u5165\u804c\u6d3b\u52a8\u4e0d\u4f1a\u8131\u8282\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6df1\u5ea6\u6574\u5408\u53ef\u907f\u514d\u901a\u8fc7\u9884\u5148\u586b\u5199\u73b0\u6709\u7cfb\u7edf\u4e2d\u7684\u6570\u5b57\u8868\u5355\u6765\u91cd\u590d\u8f93\u5165\u5ba2\u6237\u59d3\u540d\u3001\u5730\u5740\u548c\u8054\u7cfb\u4fe1\u606f\u3002\u5982\u679c\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u5df2\u7ecf\u638c\u63e1\u4e86\u6f5c\u5728\u5ba2\u6237\u7684\u6570\u636e\uff0c\u8fd9\u4e9b\u4fe1\u606f\u5c31\u4f1a\u81ea\u52a8\u6d41\u5165\u5165\u804c\u8868\u683c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u4e86 InvestGlass\uff0c\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u53ef\u4ee5\u76f4\u63a5\u4ece CRM \u65f6\u95f4\u8f74\u542f\u52a8\u5165\u804c\u6d41\u7a0b\uff0c\u5e76\u5b9e\u65f6\u8ddf\u8e2a\u5b8c\u6210\u72b6\u6001\u3002\u5ba2\u6237\u65e0\u9700\u5728\u4e0d\u540c\u7684\u5e94\u7528\u7a0b\u5e8f\u4e4b\u95f4\u5207\u6362\uff0c\u4e5f\u65e0\u9700\u4e86\u89e3\u5ba2\u6237\u5728\u6d41\u7a0b\u4e2d\u7684\u4f4d\u7f6e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u548c\u7f51\u7edc\u94a9\u5b50\u610f\u5473\u7740\uff0c\u5f53\u5ba2\u6237\u586b\u5199\u8868\u683c\u65f6\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4f1a\u81ea\u52a8\u66f4\u65b0\u5e76\u4e3a\u5408\u89c4\u548c\u8fd0\u8425\u56e2\u961f\u521b\u5efa\u5165\u804c\u4efb\u52a1\u3002\u8fd9\u79cd\u81ea\u52a8\u5316\u6d88\u9664\u4e86\u4ea4\u63a5\u5ef6\u8bef\uff0c\u786e\u4fdd\u4e0d\u4f1a\u51fa\u73b0\u4efb\u4f55\u758f\u6f0f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u96c6\u6210\u7684\u4f18\u52bf\u5305\u62ec<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u8fc7\u5355\u4e00\u8f93\u5165\u63d0\u9ad8\u6570\u636e\u8d28\u91cf<\/li>\n\n\n\n<li>\u51cf\u5c11\u590d\u5236\u548c\u7c98\u8d34\u5de5\u4f5c\u6d41\u7a0b\u4e2d\u7684\u4eba\u5de5\u9519\u8bef<\/li>\n\n\n\n<li>\u5bf9\u5ba2\u6237\u4fe1\u606f\u7684\u6bcf\u6b21\u66f4\u6539\u8fdb\u884c\u5168\u9762\u5ba1\u8ba1\u8ddf\u8e2a<\/li>\n\n\n\n<li>\u5bf9\u7ba1\u9053\u548c\u5b8c\u6210\u7387\u7684\u5b9e\u65f6\u53ef\u89c6\u6027<\/li>\n\n\n\n<li>\u66f4\u5feb\u5730\u4e0e\u65b0\u5ba2\u6237\u63a5\u89e6<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-automate-data-capture-and-document-collection\">\u7b2c 2 \u6b65 \u81ea\u52a8\u83b7\u53d6\u6570\u636e\u548c\u6536\u96c6\u6587\u6863<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u6709\u667a\u80fd\u903b\u8f91\u7684\u54cd\u5e94\u5f0f\u7f51\u7edc\u8868\u5355\u53ef\u6839\u636e\u5ba2\u6237\u7c7b\u578b\u3001\u5c45\u4f4f\u5730\u3001\u4ea7\u54c1\u9009\u62e9\u548c\u98ce\u9669\u7c7b\u522b\u8c03\u6574\u95ee\u9898\u3002\u745e\u58eb\u5c45\u6c11\u5f00\u7acb\u4e00\u4e2a\u7b80\u5355\u7684\u6295\u8d44\u8d26\u6237\u4e0e\u7ed3\u6784\u590d\u6742\u7684\u4f01\u4e1a\u5ba2\u6237\u56de\u7b54\u7684\u95ee\u9898\u662f\u4e0d\u540c\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u586b\u5199\u529f\u80fd\u53ef\u91cd\u590d\u4f7f\u7528\u4ee5\u5f80\u5173\u7cfb\u6216\u4f01\u4e1a\u6ce8\u518c\u8868\u4e2d\u7684\u73b0\u6709\u6570\u636e\uff0c\u8fd9\u6837\u5ba2\u6237\u5c31\u4e0d\u5fc5\u91cd\u590d\u63d0\u4f9b\u76f8\u540c\u7684\u5b57\u6bb5\u3002\u8fd9\u79cd\u5bf9\u5ba2\u6237\u5b9d\u8d35\u65f6\u95f4\u7684\u5c0a\u91cd\uff0c\u53ef\u4ee5\u5c3d\u65e9\u5efa\u7acb\u5ba2\u6237\u7684\u597d\u611f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u62a4\u7167\u3001\u56fd\u6c11\u8eab\u4efd\u8bc1\u548c\u516c\u53f8\u6ce8\u518c\u8868\u7b49\u8eab\u4efd\u8bc1\u4ef6\u901a\u8fc7\u5b89\u5168\u95e8\u6237\u7f51\u7ad9\u4e0a\u4f20\uff0c\u800c\u4e0d\u662f\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u3002\u6587\u4ef6\u626b\u63cf\u6280\u672f\u53ef\u6355\u6349\u9ad8\u8d28\u91cf\u56fe\u50cf\uff0c\u652f\u6301\u51c6\u786e\u9a8c\u8bc1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">OCR \u548c\u6587\u6863\u8bc6\u522b\u53ef\u5c06\u59d3\u540d\u3001\u51fa\u751f\u65e5\u671f\u3001\u6587\u6863\u7f16\u53f7\u548c\u6709\u6548\u671f\u76f4\u63a5\u63d0\u53d6\u5230\u7ed3\u6784\u5316 CRM \u5b57\u6bb5\u4e2d\u3002\u8fd9\u79cd\u6570\u636e\u6536\u96c6\u81ea\u52a8\u5316\u6d88\u9664\u4e86\u4eba\u5de5\u6570\u636e\u5f55\u5165\uff0c\u51cf\u5c11\u4e86\u8f6c\u5f55\u9519\u8bef\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u652f\u6301\u4e3a\u745e\u58eb\u3001\u6b27\u76df\u548c\u4e2d\u4e1c\u7b49\u7279\u5b9a\u5e02\u573a\u5b9a\u5236\u7684\u6570\u5b57\u5165\u804c\u6e05\u5355\u3002\u8fd9\u4e9b\u6a21\u677f\u5bf9\u76d1\u7ba1\u8981\u6c42\u8fdb\u884c\u4e86\u7f16\u7801\uff0c\u56e0\u6b64\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u65e0\u9700\u8bb0\u5fc6\u590d\u6742\u7684\u89c4\u5219\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u7279\u70b9<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ca\u5904<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u667a\u80fd\u8868\u5355\u903b\u8f91<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u53ea\u56de\u7b54\u76f8\u5173\u95ee\u9898<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u4ef6\u4e0a\u4f20\u95e8\u6237\u7f51\u7ad9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b89\u5168\u52a0\u5bc6\u4f20\u8f93<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>OCR \u63d0\u53d6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u52a8\u8f93\u5165\u6570\u636e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u52a8\u586b\u5145<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u91cd\u590d\u4f7f\u7528\u73b0\u6709\u6570\u636e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5e02\u573a\u7279\u5b9a\u6838\u5bf9\u8868<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5185\u7f6e\u5408\u89c4\u6027<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-embed-kyc-aml-and-risk-scoring\">\u6b65\u9aa4 3 \u5d4c\u5165 KYC \u53cd\u6d17\u94b1\u548c\u98ce\u9669\u8bc4\u5206<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u6709\u6536\u96c6\u5230\u7684\u6570\u636e\u90fd\u5fc5\u987b\u4e0e\u5236\u88c1\u540d\u5355\u3001\u653f\u6cbb\u516c\u4f17\u4eba\u7269\u6570\u636e\u5e93\u548c\u4e0d\u5229\u5a92\u4f53\u6765\u6e90\u8fdb\u884c\u5b9e\u65f6\u6838\u5bf9\u3002\u5728\u91c7\u96c6\u6570\u636e\u65f6\u786e\u4fdd\u5408\u89c4\u6027\uff0c\u53ef\u9632\u6b62\u51fa\u73b0\u4e0b\u6e38\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u57fa\u4e8e\u98ce\u9669\u7684\u89c4\u5219\u6839\u636e\u5730\u57df\u3001\u8d44\u91d1\u6765\u6e90\u3001\u4ea4\u6613\u91cf\u548c\u4ea7\u54c1\u7c7b\u578b\u5c06\u5ba2\u6237\u5206\u4e3a\u4f4e\u3001\u4e2d\u6216\u9ad8\u98ce\u9669\u3002\u8fd9\u79cd\u5206\u7c7b\u51b3\u5b9a\u4e86\u6240\u9700\u5ba1\u67e5\u7684\u7ea7\u522b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u98ce\u9669\u8f83\u4f4e\u7684\u96f6\u552e\u6216\u5927\u4f17\u5bcc\u88d5\u5ba2\u6237\u53ef\u76f4\u63a5\u901a\u8fc7\u5904\u7406\uff0c\u65e0\u9700\u4eba\u5de5\u5ba1\u6838\u3002\u6548\u7387\u7684\u63d0\u9ad8\u610f\u5473\u7740\u5f00\u6237\u901f\u5ea6\u66f4\u5feb\uff0c\u6807\u51c6\u6848\u4f8b\u7684\u5ba2\u6237\u6210\u529f\u7387\u6307\u6807\u66f4\u9ad8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u98ce\u9669\u8f83\u9ad8\u7684\u5ba2\u6237\u9700\u8981\u52a0\u5f3a\u5c3d\u804c\u8c03\u67e5\uff0c\u8fdb\u884c\u989d\u5916\u7684\u6587\u4ef6\u9a8c\u8bc1\uff0c\u5e76\u53ef\u80fd\u8fdb\u884c\u6709\u6548\u6027\u68c0\u6d4b\u6216\u751f\u7269\u7279\u5f81\u9a8c\u8bc1\u3002\u9884\u9632\u6b3a\u8bc8\u9700\u8981\u6839\u636e\u5b9e\u9645\u98ce\u9669\u91c7\u53d6\u76f8\u79f0\u7684\u63a7\u5236\u63aa\u65bd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5728\u5de5\u4f5c\u6d41\u7a0b\u4e2d\u534f\u8c03\u4e0e\u5916\u90e8 KYC \u4f9b\u5e94\u5546\u548c\u6848\u4ef6\u7ba1\u7406\u5de5\u5177\u7684\u96c6\u6210\u3002\u9a8c\u8bc1\u8fc7\u7a0b\u65e0\u7f1d\u8fdb\u884c\uff0c\u5458\u5de5\u65e0\u9700\u5728\u591a\u4e2a\u5e94\u7528\u7a0b\u5e8f\u4e4b\u95f4\u5207\u6362\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u4e00\u4e2a\u6b65\u9aa4\u3001\u51b3\u5b9a\u548c\u8986\u76d6\u90fd\u5fc5\u987b\u8bb0\u5f55\u5728\u6848\uff0c\u4ee5\u4fbf\u5c06\u6765\u8fdb\u884c\u5ba1\u8ba1\u548c\u76d1\u7ba1\u68c0\u67e5\u3002\u745e\u58eb\u6258\u7ba1\u65e5\u5fd7\u652f\u6301\u6570\u636e\u4e3b\u6743\u9700\u6c42\uff0c\u540c\u65f6\u63d0\u4f9b\u76d1\u7ba1\u673a\u6784\u6240\u671f\u671b\u7684\u56fe\u50cf\u8d28\u91cf\u548c\u7ec6\u8282\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-use-a-secure-client-portal-for-collaboration\">\u6b65\u9aa4 4 \u4f7f\u7528\u5b89\u5168\u7684\u5ba2\u6237\u95e8\u6237\u8fdb\u884c\u534f\u4f5c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u54c1\u724c\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\uff0c\u7533\u8bf7\u4eba\u53ef\u4ee5\u6309\u7167\u81ea\u5df1\u7684\u8282\u594f\u4e0a\u4f20\u7f3a\u5931\u6587\u4ef6\u3001\u56de\u7b54\u6f84\u6e05\u95ee\u9898\u5e76\u4ee5\u6570\u5b57\u65b9\u5f0f\u7b7e\u7f72\u5408\u540c\u3002\u8fd9\u79cd\u81ea\u52a9\u670d\u52a1\u65b9\u5f0f\u65e2\u5c0a\u91cd\u4e86\u7e41\u5fd9\u7684\u5ba2\u6237\uff0c\u53c8\u51cf\u5c11\u4e86\u547c\u5165\u7535\u8bdd\u548c\u7535\u5b50\u90ae\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u95e8\u6237\u7f51\u7ad9\u7684\u57fa\u672c\u529f\u80fd\u5305\u62ec<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u53cc\u56e0\u7d20\u8eab\u4efd\u9a8c\u8bc1\uff0c\u786e\u4fdd\u5b89\u5168\u548c\u5408\u89c4<\/li>\n\n\n\n<li>\u7528\u4e8e\u5b89\u5168\u901a\u4fe1\u7684\u4fe1\u606f\u4e2d\u5fc3<\/li>\n\n\n\n<li>\u7528\u4e8e\u5b58\u50a8\u548c\u6574\u7406\u6587\u4ef6\u7684\u6587\u4ef6\u5e93<\/li>\n\n\n\n<li>\u8fdb\u5ea6\u6761\u51c6\u786e\u663e\u793a\u5ba2\u6237\u8eab\u4efd\u9a8c\u8bc1\u7684\u8fdb\u5c55\u60c5\u51b5<\/li>\n\n\n\n<li>\u5bf9\u63a5\u4e0b\u6765\u7684\u6b65\u9aa4\u548c\u65f6\u95f4\u8868\u6709\u660e\u786e\u7684\u9884\u671f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u95e8\u6237\u7f51\u7ad9\u53ef\u901a\u8fc7\u745e\u58eb\u6258\u7ba1\u6587\u4ef6\u5b58\u50a8\u6258\u7ba1\u9002\u5408\u6027\u95ee\u5377\u8c03\u67e5\u3001\u6295\u8d44\u7ec4\u5408\u5efa\u8bae\u548c\u8425\u9500\u5185\u5bb9\u3002\u4e00\u5207\u90fd\u5728\u540c\u4e00\u5b89\u5168\u73af\u5883\u4e2d\u8fdb\u884c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u5230\u5bb6\u65cf\u529e\u516c\u5ba4\u5ba2\u6237\u9700\u8981\u4e3a\u591a\u4e2a\u5bb6\u65cf\u6210\u5458\u548c\u76f8\u5173\u5b9e\u4f53\u529e\u7406\u5165\u804c\u624b\u7eed\u3002\u901a\u8fc7\u4e00\u4e2a\u4e2d\u592e\u95e8\u6237\u767b\u5f55\uff0c\u4ed6\u4eec\u53ef\u4ee5\u7ba1\u7406\u6240\u6709\u76f8\u5173\u7684\u5e94\u7528\u7a0b\u5e8f\uff0c\u5728\u4e0d\u540c\u8d26\u6237\u95f4\u5171\u4eab\u6587\u6863\uff0c\u5e76\u8ddf\u8e2a\u6574\u4e2a\u5bb6\u65cf\u7ed3\u6784\u7684\u8fdb\u5c55\u60c5\u51b5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a9\u670d\u52a1\u95e8\u6237\u4e3a\u5ba2\u6237\u63d0\u4f9b\u4e86\u4f18\u8d28\u3001\u73b0\u4ee3\u7684\u4f53\u9a8c\uff0c\u7b26\u5408\u9ad8\u51c0\u503c\u5ba2\u6237\u7684\u671f\u671b\u3002\u5bf9\u4e8e\u4ee5\u7559\u4f4f\u5ba2\u6237\u4e3a\u76ee\u6807\u7684\u79c1\u4eba\u94f6\u884c\u800c\u8a00\uff0c\u8fd9\u79cd\u6570\u5b57\u5316\u7684\u5ba2\u6237\u5165\u804c\u4f53\u9a8c\u5c06\u6210\u4e3a\u4e00\u9879\u7ade\u4e89\u4f18\u52bf\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-5-approve-activate-and-hand-over-to-ongoing-management\">\u6b65\u9aa4 5 \u6279\u51c6\u542f\u52a8\u5e76\u79fb\u4ea4\u7ed9\u6301\u7eed\u7ba1\u7406\u90e8\u95e8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5185\u90e8\u5ba1\u67e5\u9636\u6bb5\u5c06\u4efb\u52a1\u5206\u914d\u7ed9\u5408\u89c4\u3001\u98ce\u9669\u548c\u8fd0\u8425\u56e2\u961f\uff0c\u7531\u4ed6\u4eec\u5728\u5de5\u4f5c\u6d41\u5de5\u5177\u5185\u9a8c\u8bc1\u6570\u636e\u3001\u6587\u6863\u548c\u7b7e\u540d\u3002\u5408\u89c4\u6027\u68c0\u67e5\u5728\u540c\u4e00\u5e73\u53f0\u5185\u8fdb\u884c\uff0c\u800c\u4e0d\u662f\u5728\u5355\u72ec\u7684\u7cfb\u7edf\u4e2d\u8fdb\u884c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba1\u6279\u5b8c\u6210\u540e\uff0c\u96c6\u6210\u5c06\u6700\u7ec8\u6570\u636e\u63a8\u9001\u81f3\u6838\u5fc3\u94f6\u884c\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u4fdd\u5355\u7ba1\u7406\u6216\u652f\u4ed8\u7cfb\u7edf\u3002\u8fd9\u4e00\u65e0\u7f1d\u6d41\u7a0b\u6d88\u9664\u4e86\u5165\u804c\u548c\u6fc0\u6d3b\u4e4b\u95f4\u7684\u5dee\u8ddd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ef\u81ea\u52a8\u521b\u5efa\u5e10\u53f7\u3001\u6295\u8d44\u7ec4\u5408\u6216\u4fdd\u5355\uff0c\u5e76\u7acb\u5373\u5411\u5ba2\u6237\u53d1\u9001\u786e\u8ba4\u7535\u5b50\u90ae\u4ef6\u6216\u95e8\u6237\u6d88\u606f\u3002\u65b0\u5ba2\u6237\u4f1a\u7acb\u5373\u6536\u5230\u7533\u8bf7\u6210\u529f\u7684\u53cd\u9988\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u8425\u9500\u81ea\u52a8\u5316\u5e8f\u5217\u6b22\u8fce\u65b0\u5ba2\u6237\uff0c\u6839\u636e\u4ed6\u4eec\u7684\u8d44\u6599\u53d1\u9001\u6559\u80b2\u6750\u6599\u5e76\u63a8\u8350\u9996\u6279\u4ea7\u54c1\u3002\u8fd9\u79cd\u65e9\u671f\u5ba2\u6237\u53c2\u4e0e\u4e3a\u957f\u671f\u5fe0\u5b9e\u5ba2\u6237\u5960\u5b9a\u4e86\u57fa\u7840\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u4e00\u5e73\u53f0\u4f1a\u5b9a\u671f\u5b89\u6392 KYC \u5ba1\u67e5\u548c\u6587\u4ef6\u5237\u65b0\uff0c\u4f7f\u5165\u804c\u6d41\u7a0b\u987a\u5229\u8fdb\u5165\u751f\u547d\u5468\u671f\u7ba1\u7406\u3002\u4ece\u9879\u76ee\u5f00\u59cb\uff0c\u5230\u6570\u5b57\u5de5\u5177\u652f\u6301\u4e0b\u7684\u6301\u7eed\u5173\u7cfb\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-a-compliant-digital-onboarding-journey\">\u8bbe\u8ba1\u5408\u89c4\u7684\u6570\u5b57\u5316\u5165\u804c\u65c5\u7a0b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u7b2c\u4e00\u5929\u8d77\uff0c\u7528\u6237\u4f53\u9a8c\u8bbe\u8ba1\u5c31\u5e94\u7b26\u5408\u6cd5\u5f8b\u548c\u76d1\u7ba1\u8981\u6c42\uff0c\u4ee5\u907f\u514d\u65e5\u540e\u91cd\u65b0\u8bbe\u8ba1\u7684\u9ad8\u6602\u6210\u672c\u3002\u5b89\u5168\u6027\u548c\u5408\u89c4\u6027\u5e94\u8be5\u662f\u5185\u7f6e\u7684\uff0c\u800c\u4e0d\u662f\u9644\u52a0\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9996\u5148\u7ed8\u5236\u6bcf\u4e2a\u7ec6\u5206\u5e02\u573a\u7684\u5b8c\u6574\u5ba2\u6237\u65c5\u7a0b\u56fe\u3002\u96f6\u552e\u5ba2\u6237\u3001\u9ad8\u51c0\u503c\u4e2a\u4eba\u3001\u4f01\u4e1a\u5b9e\u4f53\u3001\u4fe1\u6258\u548c\u57fa\u91d1\u4f1a\u90fd\u6709\u4e0d\u540c\u7684\u8981\u6c42\u548c\u671f\u671b\u3002\u4e3a\u5ba2\u6237\u63d0\u4f9b\u9002\u5408\u5176\u5177\u4f53\u60c5\u51b5\u7684\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b26\u5408\u8981\u6c42\u7684\u65c5\u7a0b\u8bbe\u8ba1\u539f\u5219\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9650\u5236\u6bcf\u4e2a\u6b65\u9aa4\u7684\u5c4f\u5e55\u6570\u91cf\uff0c\u4ee5\u51cf\u8f7b\u8ba4\u77e5\u8d1f\u62c5<\/li>\n\n\n\n<li>\u4f7f\u7528\u8fdb\u5ea6\u6307\u6807\uff0c\u8ba9\u5197\u957f\u7684 KYC \u8868\u5355\u53d8\u5f97\u6613\u4e8e\u7ba1\u7406<\/li>\n\n\n\n<li>\u6309\u7c7b\u522b\uff08\u4e2a\u4eba\u3001\u7a0e\u52a1\u3001\u6295\u8d44\u3001\u98ce\u9669\uff09\u5bf9\u95ee\u9898\u8fdb\u884c\u903b\u8f91\u5206\u7ec4<\/li>\n\n\n\n<li>\u5728\u6bcf\u4e2a\u9636\u6bb5\u660e\u786e\u8bbe\u5b9a\u671f\u671b\u503c<\/li>\n\n\n\n<li>\u5305\u62ec\u590d\u6742\u5e94\u7528\u7684\u4fdd\u5b58\u548c\u6062\u590d\u529f\u80fd<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u7535\u5b50\u7b7e\u540d\u8981\u6c42\u56e0\u53f8\u6cd5\u7ba1\u8f96\u533a\u800c\u5f02\u3002\u6b27\u76df eIDAS \u548c\u745e\u58eb ZertES \u6846\u67b6\u89c4\u5b9a\u4e86\u91d1\u878d\u5408\u540c\u6709\u6548\u6570\u5b57\u7b7e\u540d\u7684\u6784\u6210\u8981\u7d20\u3002\u60a8\u7684\u5165\u804c\u5e73\u53f0\u5fc5\u987b\u652f\u6301\u5408\u89c4\u7684\u7b7e\u7f72\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u4f7f\u7528\u82f1\u8bed\u3001\u6cd5\u8bed\u3001\u5fb7\u8bed\u548c\u610f\u5927\u5229\u8bed\u4e3a\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u7684\u8de8\u5883\u79c1\u4eba\u94f6\u884c\u800c\u8a00\uff0c\u53ef\u8bbf\u95ee\u6027\u548c\u591a\u8bed\u8a00\u754c\u9762\u81f3\u5173\u91cd\u8981\u3002\u673a\u5668\u5b66\u4e60\u53ef\u4ee5\u5e2e\u52a9\u7ffb\u8bd1\u548c\u8c03\u6574\u5185\u5bb9\uff0c\u4f46\u4eba\u5de5\u5ba1\u6838\u53ef\u4ee5\u786e\u4fdd\u51c6\u786e\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u5ba2\u6237\u53ef\u6839\u636e FINMA \u548c\u6b27\u76df\u6307\u4ee4\u8bbe\u8ba1\u6570\u5b57\u8868\u5355\uff0c\u800c\u4e0d\u4f1a\u8ba9\u7528\u6237\u4e0d\u582a\u91cd\u8d1f\u3002\u5176\u7ed3\u679c\u662f\u751f\u7269\u8bc6\u522b\u9a8c\u8bc1\u3001\u6587\u4ef6\u9a8c\u8bc1\u548c\u5408\u89c4\u6027\u68c0\u67e5\u611f\u89c9\u7b80\u5355\u800c\u4e0d\u7e41\u7410\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-building-trust-with-customers\">\u4e0e\u5ba2\u6237\u5efa\u7acb\u4fe1\u4efb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5efa\u7acb\u4fe1\u4efb\u662f\u6210\u529f\u5165\u804c\u6d41\u7a0b\u7684\u57fa\u7840\u3002\u5bf9\u4e8e\u65b0\u5ba2\u6237\u800c\u8a00\uff0c\u4e0e\u8d35\u7ec4\u7ec7\u7684\u521d\u6b21\u63a5\u89e6\u4e3a\u6574\u4e2a\u5173\u7cfb\u5960\u5b9a\u4e86\u57fa\u8c03\u3002\u5efa\u7acb\u4fe1\u4efb\u59cb\u4e8e\u900f\u660e\u7684\u6c9f\u901a\u6e20\u9053\uff0c\u8ba9\u5ba2\u6237\u5728\u6574\u4e2a\u65c5\u7a0b\u4e2d\u90fd\u80fd\u611f\u53d7\u5230\u503e\u542c\u548c\u652f\u6301\u3002\u5bf9\u8be2\u95ee\u7684\u53ca\u65f6\u56de\u590d\u3001\u5bf9\u6bcf\u4e2a\u6b65\u9aa4\u7684\u6e05\u6670\u89e3\u91ca\u4ee5\u53ca\u5bf9\u627f\u8bfa\u7684\u59cb\u7ec8\u5982\u4e00\u7684\u8ddf\u8fdb\uff0c\u8fd9\u4e9b\u90fd\u6709\u52a9\u4e8e\u8425\u9020\u4e00\u79cd\u53ef\u9760\u548c\u4e13\u4e1a\u7684\u611f\u89c9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b89\u5168\u6027\u548c\u5408\u89c4\u6027\u5bf9\u4e8e\u5efa\u7acb\u4fe1\u4efb\u540c\u6837\u81f3\u5173\u91cd\u8981\u3002\u901a\u8fc7\u5b9e\u65bd\u52a0\u5bc6\u548c\u751f\u7269\u8bc6\u522b\u9a8c\u8bc1\u7b49\u6709\u529b\u63aa\u65bd\uff0c\u4f01\u4e1a\u53ef\u4ee5\u5411\u5ba2\u6237\u4fdd\u8bc1\uff0c\u4ed6\u4eec\u7684\u654f\u611f\u4fe1\u606f\u5728\u6bcf\u4e2a\u9636\u6bb5\u90fd\u4f1a\u53d7\u5230\u4fdd\u62a4\u3002\u5c55\u793a\u4fdd\u62a4\u5ba2\u6237\u4fe1\u606f\u7684\u627f\u8bfa\u4e0d\u4ec5\u7b26\u5408\u76d1\u7ba1\u8981\u6c42\uff0c\u8fd8\u80fd\u8ba9\u5ba2\u6237\u653e\u5fc3\uff0c\u4ed6\u4eec\u7684\u6570\u636e\u662f\u5b89\u5168\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u5ba2\u6237\u770b\u5230\u4ed6\u4eec\u7684\u9700\u6c42\u5f97\u5230\u4f18\u5148\u8003\u8651\uff0c\u4ed6\u4eec\u7684\u4fe1\u606f\u5f97\u5230\u7cbe\u5fc3\u5904\u7406\uff0c\u4ed6\u4eec\u5c31\u66f4\u6709\u53ef\u80fd\u4fdd\u6301\u5fe0\u8bda\u5ea6\u548c\u53c2\u4e0e\u5ea6\u3002\u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u5efa\u7acb\u7684\u4fe1\u4efb\u4e3a\u957f\u671f\u7559\u4f4f\u5ba2\u6237\u548c\u5efa\u7acb\u7262\u56fa\u7684\u4e92\u5229\u5173\u7cfb\u5960\u5b9a\u4e86\u57fa\u7840\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-communication-channels-in-onboarding\">\u5165\u804c\u57f9\u8bad\u4e2d\u7684\u6c9f\u901a\u6e20\u9053<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6c9f\u901a\u6e20\u9053\u7684\u9009\u62e9\u548c\u7ba1\u7406\u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u8d77\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002\u6709\u6548\u7684\u6c9f\u901a\u53ef\u4ee5\u786e\u4fdd\u5ba2\u6237\u53ca\u65f6\u83b7\u5f97\u66f4\u65b0\uff0c\u4e86\u89e3\u81ea\u5df1\u9700\u8981\u505a\u4ec0\u4e48\uff0c\u5e76\u5728\u4ed6\u4eec\u63d0\u4f9b\u8eab\u4efd\u8bc1\u660e\u548c\u5176\u4ed6\u5fc5\u8981\u4fe1\u606f\u65f6\u611f\u5230\u652f\u6301\u3002\u5229\u7528\u5b89\u5168\u7535\u5b50\u90ae\u4ef6\u3001\u7535\u8bdd\u3001\u89c6\u9891\u4f1a\u8bae\u548c\u5373\u65f6\u6d88\u606f\u7b49\u591a\u79cd\u6e20\u9053\uff0c\u4f01\u4e1a\u53ef\u4ee5\u6ee1\u8db3\u5ba2\u6237\u7684\u4e2a\u6027\u5316\u504f\u597d\u4ee5\u53ca\u6240\u4ea4\u6362\u4fe1\u606f\u7684\u654f\u611f\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u8eab\u4efd\u6587\u4ef6\u548c\u673a\u5bc6\u6570\u636e\u7684\u4f20\u8f93\uff0c\u5b89\u5168\u52a0\u5bc6\u7684\u6e20\u9053\u5bf9\u4e8e\u4fdd\u62a4\u5ba2\u6237\u9690\u79c1\u548c\u4fdd\u6301\u5408\u89c4\u6027\u81f3\u5173\u91cd\u8981\u3002\u6e05\u6670\u4e00\u81f4\u7684\u6c9f\u901a\u6709\u52a9\u4e8e\u8bbe\u5b9a\u671f\u671b\u503c\u3001\u51cf\u5c11\u6df7\u4e71\u5e76\u57f9\u517b\u4f01\u4e1a\u4e0e\u5ba2\u6237\u4e4b\u95f4\u7684\u5408\u4f5c\u610f\u8bc6\u3002\u901a\u8fc7\u65b9\u4fbf\u5ba2\u6237\u63d0\u95ee\u548c\u83b7\u5f97\u6307\u5bfc\uff0c\u4f01\u4e1a\u53ef\u4ee5\u4ece\u7b2c\u4e00\u6b21\u4e92\u52a8\u5f00\u59cb\u5c31\u63d0\u5347\u5165\u804c\u4f53\u9a8c\u5e76\u5efa\u7acb\u4fe1\u4efb\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-experience-in-onboarding\">\u5165\u804c\u57f9\u8bad\u4e2d\u7684\u5ba2\u6237\u4f53\u9a8c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5ba2\u6237\u5165\u804c\u8fc7\u7a0b\u4e2d\u63d0\u4f9b\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\u662f\u5b9e\u73b0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u957f\u671f\u6210\u529f\u7684\u5173\u952e\u3002\u4ece\u6700\u521d\u7684\u6b22\u8fce\u5230\u5165\u804c\u4efb\u52a1\u7684\u5b8c\u6210\uff0c\u6bcf\u4e00\u6b21\u4e92\u52a8\u90fd\u4f1a\u5851\u9020\u5ba2\u6237\u5bf9\u60a8\u4e1a\u52a1\u7684\u770b\u6cd5\u3002\u4e00\u4e2a\u65e0\u7f1d\u3001\u76f4\u89c2\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u80fd\u591f\u9884\u89c1\u5ba2\u6237\u9700\u6c42\u5e76\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u963b\u788d\uff0c\u53ef\u4ee5\u663e\u8457\u63d0\u9ad8\u5ba2\u6237\u6210\u529f\u7387\u548c\u5ba2\u6237\u4fdd\u7559\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2a\u6027\u5316\u7684\u652f\u6301\u3001\u7528\u6237\u53cb\u597d\u7684\u754c\u9762\u4ee5\u53ca\u9ad8\u6548\u5b8c\u6210\u5165\u804c\u4efb\u52a1\u90fd\u6709\u52a9\u4e8e\u83b7\u5f97\u79ef\u6781\u7684\u5165\u804c\u4f53\u9a8c\u3002\u63d0\u4f9b\u6e05\u6670\u7684\u8bf4\u660e\u3001\u8fdb\u5ea6\u66f4\u65b0\u548c\u4fbf\u6377\u7684\u63f4\u52a9\u9014\u5f84\uff0c\u53ef\u786e\u4fdd\u5ba2\u6237\u611f\u5230\u81ea\u5df1\u53d7\u5230\u91cd\u89c6\u5e76\u88ab\u7406\u89e3\u3002\u7eb3\u5165\u53cd\u9988\u673a\u5236\uff08\u5982\u8c03\u67e5\u6216\u76f4\u63a5\u53cd\u9988\u9009\u9879\uff09\u53ef\u8ba9\u5ba2\u6237\u5206\u4eab\u4ed6\u4eec\u7684\u7ecf\u9a8c\u548c\u5efa\u8bae\uff0c\u4ece\u800c\u4e0d\u65ad\u6539\u8fdb\u5165\u804c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6ce8\u91cd\u5ba2\u6237\u4f53\u9a8c\u4e0d\u4ec5\u80fd\u63d0\u9ad8\u6ee1\u610f\u5ea6\uff0c\u8fd8\u80fd\u9f13\u52b1\u5ba2\u6237\u6210\u4e3a\u60a8\u54c1\u724c\u7684\u62e5\u62a4\u8005\uff0c\u901a\u8fc7\u79ef\u6781\u7684\u53e3\u7891\u548c\u56de\u5934\u5ba2\u63a8\u52a8\u4e1a\u52a1\u589e\u957f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-data-security-and-swiss-data-sovereignty\">\u6570\u636e\u5b89\u5168\u4e0e\u745e\u58eb\u6570\u636e\u4e3b\u6743<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u6b27\u6d32\u548c\u745e\u58eb\u7684\u53d7\u76d1\u7ba1\u5b9e\u4f53\u800c\u8a00\uff0c\u6570\u636e\u4f4d\u7f6e\u548c\u63a7\u5236\u4e0e\u7528\u6237\u4f53\u9a8c\u540c\u7b49\u91cd\u8981\u3002\u5ba2\u6237\u6570\u636e\u7684\u4f4d\u7f6e\u51b3\u5b9a\u4e86\u9002\u7528\u54ea\u4e9b\u6cd5\u5f8b\u4ee5\u53ca\u8c01\u53ef\u4ee5\u8bbf\u95ee\u8fd9\u4e9b\u6570\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u4e3b\u6743\u610f\u5473\u7740\u5ba2\u6237\u6570\u636e\u4ecd\u7531\u5176\u5b58\u50a8\u56fd\u7ba1\u8f96\u3002\u5bf9\u4e8e\u745e\u58eb\u673a\u6784\u800c\u8a00\uff0c\u8fd9\u610f\u5473\u7740\u654f\u611f\u4fe1\u606f\u7684\u8bbf\u95ee\u3001\u4fdd\u7559\u548c\u4fdd\u62a4\u53d7\u745e\u58eb\u6cd5\u5f8b\u7ba1\u8f96\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u745e\u58eb\u6258\u7ba1\u4e91\u548c\u73b0\u573a\u90e8\u7f72\uff0c\u786e\u4fdd\u654f\u611f\u7684 KYC \u8bb0\u5f55\u6c38\u8fdc\u4e0d\u4f1a\u79bb\u5f00\u53d7\u63a7\u57fa\u7840\u8bbe\u65bd\u3002\u8fd9\u79cd\u65b9\u6cd5\u65e2\u80fd\u6ee1\u8db3\u76d1\u7ba1\u673a\u6784\u7684\u8981\u6c42\uff0c\u53c8\u80fd\u8ba9\u673a\u6784\u5b8c\u5168\u638c\u63a7\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u5b89\u5168\u5b9e\u8df5<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u7684<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4f20\u8f93\u548c\u9759\u6001\u52a0\u5bc6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4fdd\u62a4\u6570\u636e\u4e0d\u88ab\u622a\u53d6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5f3a\u5927\u7684\u8eab\u4efd\u548c\u8bbf\u95ee\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u63a7\u5236\u8c01\u80fd\u770b\u5230\u4ec0\u4e48<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8be6\u7ec6\u7684\u5ba1\u8ba1\u65e5\u5fd7<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u652f\u6301\u76d1\u7ba1\u68c0\u67e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u745e\u58eb\u6258\u7ba1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7ef4\u62a4\u6570\u636e\u4e3b\u6743<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5b9a\u671f\u5b89\u5168\u8bc4\u4f30<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u786e\u5b9a\u5e76\u89e3\u51b3\u8584\u5f31\u73af\u8282<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u76f8\u5173\u6cd5\u89c4\u5305\u62ec GDPR\u3001\u745e\u58eb FADP \u4ee5\u53ca\u9488\u5bf9\u94f6\u884c\u3001\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u4fdd\u9669\u516c\u53f8\u7684\u884c\u4e1a\u7279\u5b9a\u89c4\u5219\u3002\u751f\u7269\u8bc6\u522b\u68c0\u67e5\u548c\u751f\u7269\u8bc6\u522b\u9a8c\u8bc1\u5fc5\u987b\u7b26\u5408\u654f\u611f\u4e2a\u4eba\u6570\u636e\u7684\u6570\u636e\u4fdd\u62a4\u8981\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e9b\u673a\u6784\u4e3a\u4e2d\u4e1c\u6216\u4e9a\u6d32\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\uff0c\u4f46\u4ecd\u9009\u62e9\u745e\u58eb\u6258\u7ba1\u4f5c\u4e3a\u4e2d\u7acb\u3001\u53ef\u4fe1\u7684\u6570\u636e\u5730\u70b9\u3002\u745e\u58eb\u5728\u9690\u79c1\u548c\u7a33\u5b9a\u6027\u65b9\u9762\u7684\u58f0\u8a89\u5df2\u8d85\u8d8a\u56fd\u754c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u5165\u804c\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u548c\u5ba2\u6237\u95e8\u6237\u96c6\u4e2d\u5728\u4e00\u4e2a\u4e3b\u6743\u5e73\u53f0\u4e0a\uff0c\u53ef\u51cf\u5c11\u53ef\u8bbf\u95ee\u53d7\u76d1\u7ba1\u6570\u636e\u7684\u4f9b\u5e94\u5546\u6570\u91cf\u3002\u66f4\u5c11\u7684\u8bbf\u95ee\u70b9\u610f\u5473\u7740\u66f4\u4f4e\u7684\u98ce\u9669\u548c\u66f4\u7b80\u5355\u7684\u4f9b\u5e94\u5546\u7ba1\u7406\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/b7062c1f-66d9-437a-be3d-540349d1683e.png\" alt=\"\u7f51\u7edc\u5b89\u5168\u3001\u5b89\u5168\u3001\u8eab\u4efd\u9a8c\u8bc1\u3001\u6307\u7eb9\u3001\u9762\u90e8\u8bc6\u522b\u3001\u9762\u90e8\u626b\u63cf\u3001\u5bc6\u7801\u3001\u767b\u5f55\u3001\u9632\u62a4\u7f69\u3001\u4fdd\u62a4\u3001\u6570\u636e\u5b89\u5168\u3001\u7f51\u7edc\u5b89\u5168\u3001\u79fb\u52a8\u5b89\u5168\u3001\u6280\u672f\u3001\u6570\u5b57\u5b89\u5168\u3001\u5728\u7ebf\u5b89\u5168\u3001\u8bbf\u95ee\u63a7\u5236\u3001\u9690\u79c1\u3001\u6570\u636e\u4fdd\u62a4\u3001\u4e92\u8054\u7f51\u5b89\u5168\u3001\u5b89\u5168\u8bbf\u95ee\u3001\u6f2b\u753b\" style=\"width:840px;height:auto\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-onboarding-metrics\">\u5165\u804c\u6307\u6807<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8861\u91cf\u5165\u804c\u6d41\u7a0b\u7684\u6709\u6548\u6027\u5bf9\u4e8e\u6301\u7eed\u6539\u8fdb\u548c\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u81f3\u5173\u91cd\u8981\u3002\u5173\u952e\u7684\u5165\u804c\u6307\u6807\u5305\u62ec\u5165\u804c\u65f6\u95f4\u3001\u5ba2\u6237\u6ee1\u610f\u7387\u3001\u9000\u51fa\u7387\u548c\u4fdd\u7559\u7387\u3002\u8ddf\u8e2a\u5165\u804c\u65f6\u95f4\u6709\u52a9\u4e8e\u53d1\u73b0\u74f6\u9888\u548c\u7b80\u5316\u5de5\u4f5c\u6d41\u7a0b\u7684\u673a\u4f1a\uff0c\u800c\u5ba2\u6237\u6ee1\u610f\u7387\u5219\u80fd\u8ba9\u4eba\u6df1\u5165\u4e86\u89e3\u5165\u804c\u4f53\u9a8c\u5728\u591a\u5927\u7a0b\u5ea6\u4e0a\u6ee1\u8db3\u4e86\u5ba2\u6237\u7684\u671f\u671b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u76d1\u63a7\u9000\u51fa\u7387\uff0c\u53ef\u4ee5\u53d1\u73b0\u5ba2\u6237\u53ef\u80fd\u4f1a\u5728\u54ea\u4e9b\u65b9\u9762\u653e\u5f03\u6d41\u7a0b\uff0c\u4ece\u800c\u6709\u9488\u5bf9\u6027\u5730\u6539\u8fdb\u6d41\u7a0b\u4ee5\u51cf\u5c11\u6469\u64e6\u3002\u7559\u5b58\u7387\u8868\u660e\u60a8\u7684\u5165\u804c\u5de5\u4f5c\u53d6\u5f97\u4e86\u957f\u671f\u6210\u529f\uff0c\u53cd\u6620\u4e86\u6709\u591a\u5c11\u5ba2\u6237\u5728\u521d\u6b21\u5165\u804c\u540e\u4ecd\u4fdd\u6301\u6d3b\u8dc3\u3002\u5bf9\u8fd9\u4e9b\u6307\u6807\u7684\u5b9a\u671f\u5206\u6790\u53ef\u652f\u6301\u4ee5\u6570\u636e\u4e3a\u5bfc\u5411\u7684\u51b3\u7b56\uff0c\u786e\u4fdd\u6301\u7eed\u7684\u5408\u89c4\u6027\uff0c\u5e76\u6709\u52a9\u4e8e\u5b8c\u5584\u5165\u804c\u6d41\u7a0b\uff0c\u4e3a\u5ba2\u6237\u63d0\u4f9b\u66f4\u597d\u7684\u670d\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5173\u6ce8\u8fd9\u4e9b\u5173\u952e\u6307\u6807\uff0c\u4f01\u4e1a\u53ef\u4ee5\u4f18\u5316\u5165\u804c\u4f53\u9a8c\u3001\u6539\u5584\u5ba2\u6237\u6210\u679c\u5e76\u5de9\u56fa\u5176\u5e02\u573a\u5730\u4f4d\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-getting-started-with-digital-onboarding-using-investglass\">\u4f7f\u7528 InvestGlass \u5f00\u59cb\u6570\u5b57\u5165\u804c\u57f9\u8bad<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u542f\u52a8\u6570\u5b57\u5165\u804c\u9879\u76ee\u5e76\u4e0d\u9700\u8981\u4e00\u6b21\u6027\u6539\u9020\u6240\u6709\u5185\u5bb9\u3002\u5206\u9636\u6bb5\u7684\u65b9\u6cd5\u53ef\u4ee5\u5728\u5b9e\u73b0\u5168\u9762\u8986\u76d6\u7684\u540c\u65f6\u5feb\u901f\u89c1\u6548\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 1 \u9636\u6bb5\uff1a\u9009\u62e9\u8d77\u70b9<\/strong> \u4ece\u4e00\u4e24\u4e2a\u5ba2\u6237\u7fa4\u5f00\u59cb\uff0c\u5982\u745e\u58eb\u5c45\u6c11\u6563\u6237\u6295\u8d44\u8005\u6216\u5916\u90e8\u8d44\u4ea7\u7ecf\u7406\u5173\u7cfb\u3002\u5c06\u91cd\u70b9\u653e\u5728\u53ef\u4ee5\u53d6\u5f97\u6210\u679c\u7684\u53ef\u7ba1\u7406\u8303\u56f4\u4e0a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 2 \u9636\u6bb5\uff1a\u5ba1\u8ba1\u548c\u8f6c\u6362<\/strong> \u5ba1\u67e5\u73b0\u6709\u7eb8\u8d28\u8868\u683c\u3001KYC \u6838\u5bf9\u8868\u548c\u5ba1\u6279\u6b65\u9aa4\u3002\u5728\u5c06\u5f53\u524d\u5de5\u4f5c\u6d41\u7a0b\u8f6c\u6362\u4e3a InvestGlass \u5185\u90e8\u7684\u52a8\u6001\u6570\u5b57\u5de5\u4f5c\u6d41\u7a0b\u4e4b\u524d\uff0c\u5c06\u5176\u8bb0\u5f55\u5728\u6848\u3002\u8be5\u5ba1\u8ba1\u63ed\u793a\u4e86\u6539\u8fdb\u7684\u673a\u4f1a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 3 \u9636\u6bb5\uff1a\u6574\u5408\u6838\u5fc3\u7cfb\u7edf<\/strong> \u81f3\u5c11\u4e0e\u4e00\u5bb6\u6838\u5fc3\u94f6\u884c\u6216 <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=\"\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5924\">\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf<\/a> \u548c\u4e00\u4e2a KYC \u6216\u5236\u88c1\u7b5b\u67e5\u63d0\u4f9b\u5546\u3002\u8fd9\u4e9b\u8fde\u63a5\u5b9e\u73b0\u4e86\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b\uff0c\u4ece\u800c\u63d0\u9ad8\u4e86\u8fd0\u8425\u6548\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 4 \u9636\u6bb5\uff1a\u8bd5\u70b9\u548c\u5b8c\u5584<\/strong> \u5728\u6709\u9650\u7684\u5173\u7cfb\u7ecf\u7406\u4e2d\u8fdb\u884c\u6d4b\u8bd5\uff0c\u6536\u96c6\u6709\u5173\u53ef\u7528\u6027\u3001\u5b8c\u6210\u65f6\u95f4\u548c\u9519\u8bef\u7387\u7684\u53cd\u9988\u3002\u5728\u5927\u8303\u56f4\u63a8\u5e7f\u4e4b\u524d\uff0c\u4ed6\u4eec\u7684\u89c1\u89e3\u5c06\u6539\u5584\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 5 \u9636\u6bb5\uff1a\u6d4b\u91cf\u548c\u6807\u5ea6<\/strong> \u901a\u8fc7\u8861\u91cf\u7533\u8bf7\u5b8c\u6210\u7387\u3001\u4ece\u521d\u6b21\u63a5\u89e6\u5230\u5f00\u6237\u6240\u9700\u7684\u65f6\u95f4\u4ee5\u53ca\u6bcf\u4e2a\u6587\u4ef6\u7684\u4eba\u5de5\u5e72\u9884\u6b21\u6570\u6765\u91cf\u5316\u5f71\u54cd\u3002\u8fd9\u4e9b\u6307\u6807\u53ef\u4ee5\u8bc1\u660e\u5176\u4ef7\u503c\uff0c\u5e76\u6307\u5bfc\u5411\u66f4\u591a\u7ec6\u5206\u5e02\u573a\u7684\u6269\u5c55\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u6c99\u76d2\u8bbf\u95ee\u6743\u9650\uff0c\u56e0\u6b64\u60a8\u53ef\u4ee5\u5728\u5b9e\u65bd\u524d\u67e5\u770b\u4e3a\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u914d\u7f6e\u7684\u6570\u5b57\u5165\u804c\u6d41\u7a0b\u3001\u8868\u5355\u548c\u95e8\u6237\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u95ee\u9898\u662f\u9488\u5bf9\u94f6\u884c\u3001\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u4fdd\u9669\u516c\u53f8\u5728\u8bc4\u4f30\u6570\u5b57\u5316\u5165\u804c\u89e3\u51b3\u65b9\u6848\u65f6\u63d0\u51fa\u7684\u5e38\u89c1\u95ee\u9898\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-implement-a-digital-onboarding-solution\">\u5b9e\u65bd\u6570\u5b57\u5165\u804c\u89e3\u51b3\u65b9\u6848\u9700\u8981\u591a\u957f\u65f6\u95f4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65f6\u95f4\u5b89\u6392\u56e0\u8303\u56f4\u548c\u590d\u6742\u7a0b\u5ea6\u800c\u5f02\u3002\u9488\u5bf9\u4e00\u4e2a\u56fd\u5bb6\u548c\u4e00\u4e2a\u7ec6\u5206\u5e02\u573a\u91cd\u70b9\u5b9e\u65bd InvestGlass \u7b49\u5f00\u7bb1\u5373\u7528\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u53ef\u5728\u4e09\u81f3\u516d\u4e2a\u6708\u5185\u6295\u5165\u4f7f\u7528\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e\u5185\u90e8\u8d44\u6e90\u548c\u96c6\u6210\u8981\u6c42\uff0c\u6db5\u76d6\u591a\u4e2a\u9884\u8ba2\u4e2d\u5fc3\u3001\u8bed\u8a00\u548c\u4ea7\u54c1\u7684\u66f4\u590d\u6742\u7684\u63a8\u5e7f\u5de5\u4f5c\u53ef\u80fd\u9700\u8981\u4e5d\u5230\u5341\u4e8c\u4e2a\u6708\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91cd\u590d\u4f7f\u7528\u73b0\u6709\u7684 KYC \u653f\u7b56\u548c\u6807\u51c6\u8868\u683c\u53ef\u5927\u5927\u7f29\u77ed\u9879\u76ee\u6301\u7eed\u65f6\u95f4\u3002\u4e0e\u4ece\u96f6\u5f00\u59cb\u7684\u7ec4\u7ec7\u76f8\u6bd4\uff0c\u5df2\u5c06\u73b0\u6709\u6d41\u7a0b\u8bb0\u5f55\u5728\u6848\u7684\u7ec4\u7ec7\u5728\u5b9e\u65bd\u8fc7\u7a0b\u4e2d\u4f1a\u66f4\u52a0\u987a\u5229\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-digital-onboarding-fully-replace-face-to-face-meetings\">\u6570\u5b57\u5316\u5165\u804c\u57f9\u8bad\u80fd\u5426\u5b8c\u5168\u53d6\u4ee3\u9762\u5bf9\u9762\u4f1a\u8bae<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8bb8\u591a\u53f8\u6cd5\u7ba1\u8f96\u533a\uff0c\u53ea\u8981\u4f7f\u7528\u751f\u7269\u8bc6\u522b\u9a8c\u8bc1\u6216\u89c6\u9891\u8eab\u4efd\u9a8c\u8bc1\uff0c\u5c31\u5141\u8bb8\u6807\u51c6\u98ce\u9669\u5ba2\u6237\u5b8c\u5168\u8fdc\u7a0b\u767b\u5f55\u3002\u8d8a\u6765\u8d8a\u591a\u7684\u6cd5\u89c4\u5141\u8bb8\u4ee5\u6570\u5b57\u65b9\u5f0f\u66ff\u4ee3\u4eb2\u81ea\u9a8c\u8bc1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u8d85\u9ad8\u51c0\u503c\u5ba2\u6237\u6216\u7ed3\u6784\u590d\u6742\u7684\u5ba2\u6237\uff0c\u673a\u6784\u901a\u5e38\u81f3\u5c11\u53ec\u5f00\u4e00\u6b21\u5173\u7cfb\u4f1a\u8bae\uff0c\u4f46\u4ecd\u4ee5\u6570\u5b57\u65b9\u5f0f\u83b7\u53d6\u6587\u4ef6\u548c\u6279\u51c6\u3002\u4f1a\u8bae\u7684\u76ee\u7684\u662f\u5efa\u7acb\u5173\u7cfb\uff0c\u800c\u4e0d\u662f\u6536\u96c6\u6587\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u5de5\u5177\u5e94\u8be5\u662f\u5bf9\u4eba\u5de5\u5efa\u8bae\u7684\u8865\u5145\uff0c\u800c\u4e0d\u662f\u8ba9\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u8131\u79bb\u5ba2\u6237\u4f53\u9a8c\u3002\u76ee\u6807\u662f\u901a\u8fc7\u6d88\u9664\u884c\u653f\u8d1f\u62c5\uff0c\u8ba9\u987e\u95ee\u6709\u66f4\u591a\u65f6\u95f4\u8fdb\u884c\u6709\u610f\u4e49\u7684\u5bf9\u8bdd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-we-handle-clients-who-are-not-digitally-savvy\">\u6211\u4eec\u5982\u4f55\u5e94\u5bf9\u4e0d\u61c2\u6570\u5b57\u6280\u672f\u7684\u5ba2\u6237<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u63d0\u4f9b\u8f85\u52a9\u6570\u5b57\u5165\u804c\u670d\u52a1\uff0c\u7531\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u6216\u547c\u53eb\u4e2d\u5fc3\u5458\u5de5\u5728\u7f51\u70b9\u6216\u901a\u8fc7\u7535\u8bdd\u6307\u5bfc\u5ba2\u6237\u5b8c\u6210\u76f8\u540c\u7684\u6570\u5b57\u65c5\u7a0b\u3002\u5373\u4f7f\u5728\u5ba2\u6237\u63a5\u53d7\u4eba\u5de5\u652f\u6301\u65f6\uff0c\u6d41\u7a0b\u4ecd\u4fdd\u6301\u6570\u5b57\u5316\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fdd\u7559\u7eb8\u8d28\u6216\u53ef\u6253\u5370\u7248\u672c\u4ee5\u5907\u4e0d\u65f6\u4e4b\u9700\uff0c\u4f46\u8981\u786e\u4fdd\u4e3b\u8bb0\u5f55\u59cb\u7ec8\u5728\u6570\u5b57\u7cfb\u7edf\u4e2d\u3002\u8fd9\u79cd\u65b9\u6cd5\u65e2\u80fd\u4fdd\u6301\u6570\u636e\u7684\u51c6\u786e\u6027\uff0c\u53c8\u80fd\u9002\u5e94\u4e0d\u540c\u7684\u8212\u9002\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u5185\u521b\u5efa\u7b80\u5355\u7684\u6b65\u9aa4\u6307\u5357\u548c\u89c6\u9891\u77ed\u7247\uff0c\u4e3a\u5e74\u9f84\u8f83\u5927\u6216\u6280\u672f\u6c34\u5e73\u8f83\u4f4e\u7684\u5ba2\u6237\u63d0\u4f9b\u652f\u6301\u3002\u826f\u597d\u7684\u8bbe\u8ba1\u9996\u5148\u4f1a\u51cf\u5c11\u5bf9\u5e2e\u52a9\u7684\u9700\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-internal-teams-should-be-involved-in-a-digital-onboarding-project\">\u54ea\u4e9b\u5185\u90e8\u56e2\u961f\u5e94\u53c2\u4e0e\u6570\u5b57\u5316\u5165\u804c\u57f9\u8bad\u9879\u76ee<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u5229\u76ca\u76f8\u5173\u8005\u5305\u62ec\u524d\u53f0\u3001\u5408\u89c4\u3001\u6cd5\u5f8b\u3001\u8fd0\u8425\u3001IT \u5b89\u5168\u548c\u6570\u636e\u4fdd\u62a4\u5b98\u5458\u3002\u6bcf\u4e2a\u4eba\u90fd\u4f1a\u5bf9\u9700\u6c42\u548c\u9650\u5236\u56e0\u7d20\u63d0\u51fa\u91cd\u8981\u89c2\u70b9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u4e1a\u52a1\u65b9\u9762\u63d0\u540d\u4e00\u540d\u4ea7\u54c1\u8d1f\u8d23\u4eba\uff0c\u4f8b\u5982\u5ba2\u6237\u5165\u804c\u8d1f\u8d23\u4eba\u6216\u8d22\u5bcc\u7ba1\u7406\u9996\u5e2d\u8fd0\u8425\u5b98\u3002\u4e1a\u52a1\u8d1f\u8d23\u4eba\u53ef\u786e\u4fdd\u9879\u76ee\u5e26\u6765\u5b9e\u9645\u4ef7\u503c\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u6280\u672f\u80fd\u529b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u56e2\u961f\u7684\u65e9\u671f\u53c2\u4e0e\u53ef\u964d\u4f4e\u5de5\u4f5c\u6d41\u7a0b\u51c6\u5907\u5c31\u7eea\u540e\u7684\u8fd4\u5de5\u98ce\u9669\u3002\u4ed6\u4eec\u7684\u8981\u6c42\u5e94\u4ece\u4e00\u5f00\u59cb\u5c31\u5f71\u54cd\u8bbe\u8ba1\u51b3\u7b56\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-digital-onboarding-impact-ongoing-kyc-reviews\">\u6570\u5b57\u5165\u804c\u5982\u4f55\u5f71\u54cd\u6301\u7eed\u7684 KYC \u5ba1\u67e5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u6570\u5b57\u5316\u540e\uff0c\u5b9a\u671f\u5237\u65b0 KYC \u53ef\u4ee5\u91cd\u590d\u4f7f\u7528\u73b0\u6709\u6570\u636e\uff0c\u89e6\u53d1\u6587\u4ef6\u8fc7\u671f\u8b66\u62a5\uff0c\u5e76\u9080\u8bf7\u5ba2\u6237\u5728\u7ebf\u786e\u8ba4\u6216\u66f4\u65b0\u4fe1\u606f\u3002\u60a8\u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u5efa\u7acb\u7684\u57fa\u7840\u53ef\u652f\u6301\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u6839\u636e\u98ce\u9669\u6c34\u5e73\u5b89\u6392\u5ba1\u67e5\u65f6\u95f4\uff0c\u4f8b\u5982\u9ad8\u98ce\u9669\u5ba2\u6237\u6bcf\u5e74\u5ba1\u67e5\u4e00\u6b21\uff0c\u4f4e\u98ce\u9669\u5ba2\u6237\u6bcf\u4e09\u5e74\u5ba1\u67e5\u4e00\u6b21\u3002\u8fd9\u79cd\u57fa\u4e8e\u98ce\u9669\u7684\u65b9\u6cd5\u5c06\u8d44\u6e90\u96c6\u4e2d\u7528\u4e8e\u6700\u91cd\u8981\u7684\u5730\u65b9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0e\u5927\u578b\u4e34\u65f6\u4fee\u590d\u9879\u76ee\u76f8\u6bd4\uff0c\u8fd9\u79cd\u65b9\u6cd5\u53ef\u51cf\u8f7b\u5ba2\u6237\u548c\u5185\u90e8\u56e2\u961f\u7684\u8d1f\u62c5\u3002\u6301\u7eed\u7ef4\u62a4\u6bd4\u5b9a\u671f\u8ffd\u8d76\u66f4\u5bb9\u6613\u3002.<\/p>\n\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\">\u51c6\u5907\u597d\u6539\u53d8\u8d35\u673a\u6784\u6b22\u8fce\u65b0\u5ba2\u6237\u7684\u65b9\u5f0f\u4e86\u5417\uff1fInvestGlass \u5c06\u6210\u4e3a\u60a8\u7684\u5408\u4f5c\u4f19\u4f34\uff0c\u5e2e\u52a9\u60a8\u66f4\u5feb\u5730\u6269\u5927\u89c4\u6a21\u3001\u4fdd\u6301\u5408\u89c4\u6027\u5e76\u63d0\u4f9b\u5353\u8d8a\u7684\u5165\u804c\u4f53\u9a8c\u3002\u7533\u8bf7\u73b0\u573a\u6f14\u793a\u6216\u6c99\u76d2\u8bbf\u95ee\uff0c\u4e86\u89e3\u4e3a\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u914d\u7f6e\u7684\u6570\u5b57\u5165\u804c\u6d41\u7a0b\u7684\u5b9e\u9645\u64cd\u4f5c\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Digital client onboarding is the end to end process of verifying, approving and activating new clients fully online, from data capture to KYC and account opening. A well designed digital journey can reduce onboarding times from weeks to under 24 hours while staying compliant with KYC, AML and data protection rules. Integrating digital onboarding with [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49061,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35,1299,95],"class_list":["post-49063","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking","tag-digital-sovereignty","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Onboard Clients Digitally: A Step-by-Step Guide for Success<\/title>\n<meta name=\"description\" content=\"Master the art of digital client onboarding with our step-by-step guide, ensuring a smooth and effective transition. Start optimizing your process today!\" \/>\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\u4ee5\u6570\u5b57\u65b9\u5f0f\u63a5\u5f85\u5ba2\u6237\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Onboard Clients Digitally\" \/>\n<meta property=\"og:description\" content=\"Digital client onboarding is the end to end process of verifying, approving and activating new clients fully online, from data capture to KYC and account\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u4ee5\u6570\u5b57\u65b9\u5f0f\u63a5\u5f85\u5ba2\u6237\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-10T14:07:37+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-10T14:07:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/f7f6a3f0-6052-4d70-b512-48f834b2d1b0.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"640\" \/>\n\t<meta property=\"og:image:height\" content=\"427\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"18 \u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u5982\u4f55\u4ee5\u6570\u5b57\u5316\u65b9\u5f0f\u5165\u804c\u5ba2\u6237\uff1a\u6210\u529f\u7684\u5206\u6b65\u6307\u5357","description":"\u901a\u8fc7\u6211\u4eec\u7684\u5206\u6b65\u6307\u5357\uff0c\u638c\u63e1\u6570\u5b57\u5ba2\u6237\u5165\u804c\u7684\u827a\u672f\uff0c\u786e\u4fdd\u987a\u5229\u6709\u6548\u7684\u8fc7\u6e21\u3002\u7acb\u5373\u5f00\u59cb\u4f18\u5316\u60a8\u7684\u6d41\u7a0b\uff01","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u4ee5\u6570\u5b57\u65b9\u5f0f\u63a5\u5f85\u5ba2\u6237\/","og_locale":"zh_CN","og_type":"article","og_title":"How to Onboard Clients Digitally","og_description":"Digital client onboarding is the end to end process of verifying, approving and activating new clients fully online, from data capture to KYC and account","og_url":"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u4ee5\u6570\u5b57\u65b9\u5f0f\u63a5\u5f85\u5ba2\u6237\/","og_site_name":"InvestGlass","article_published_time":"2026-02-10T14:07:37+00:00","article_modified_time":"2026-02-10T14:07:40+00:00","og_image":[{"width":640,"height":427,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/f7f6a3f0-6052-4d70-b512-48f834b2d1b0.jpeg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u4f5c\u8005":"InvestGlass","\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"18 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"How to Onboard Clients Digitally","datePublished":"2026-02-10T14:07:37+00:00","dateModified":"2026-02-10T14:07:40+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/"},"wordCount":3834,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/f7f6a3f0-6052-4d70-b512-48f834b2d1b0.jpeg","keywords":["CRM for banking","Digital Sovereignty","wealth management"],"articleSection":["Article"],"inLanguage":"zh-Hans","copyrightYear":"2026","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/zh\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/","url":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/","name":"\u5982\u4f55\u4ee5\u6570\u5b57\u5316\u65b9\u5f0f\u5165\u804c\u5ba2\u6237\uff1a\u6210\u529f\u7684\u5206\u6b65\u6307\u5357","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/f7f6a3f0-6052-4d70-b512-48f834b2d1b0.jpeg","datePublished":"2026-02-10T14:07:37+00:00","dateModified":"2026-02-10T14:07:40+00:00","description":"\u901a\u8fc7\u6211\u4eec\u7684\u5206\u6b65\u6307\u5357\uff0c\u638c\u63e1\u6570\u5b57\u5ba2\u6237\u5165\u804c\u7684\u827a\u672f\uff0c\u786e\u4fdd\u987a\u5229\u6709\u6548\u7684\u8fc7\u6e21\u3002\u7acb\u5373\u5f00\u59cb\u4f18\u5316\u60a8\u7684\u6d41\u7a0b\uff01","breadcrumb":{"@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/"]}]},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/f7f6a3f0-6052-4d70-b512-48f834b2d1b0.jpeg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/f7f6a3f0-6052-4d70-b512-48f834b2d1b0.jpeg","width":640,"height":427},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"How to Onboard Clients Digitally"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u6295\u8d44\u73bb\u7483","description":"\u745e\u58eb\u4e3b\u6743 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u6295\u8d44\u73bb\u7483","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u6295\u8d44\u73bb\u7483","image":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/zh\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/how-to-onboard-clients-digitally\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/49063","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/comments?post=49063"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/49063\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media\/49061"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media?parent=49063"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/categories?post=49063"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/tags?post=49063"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}