InvestGlass \u901a\u8fc7\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\u4e3a\u94f6\u884c\u63d0\u4f9b\u652f\u6301\uff0c\u8be5\u5e73\u53f0\u88ab\u7528\u4f5c\u73b0\u4ee3\u5316\u5c42\uff0c\u4ee5\u5b9e\u73b0\u5165\u804c\u3001\u5408\u89c4\u6027\u548c\u5ba2\u6237\u53c2\u4e0e\u7684\u6570\u5b57\u5316\uff0c\u800c\u4f20\u7edf\u6838\u5fc3\u5219\u5728\u540e\u53f0\u4fdd\u6301\u7a33\u5b9a\u3002.<\/p>\n\n\n\n
\u4e3a\u4ec0\u4e48\u4f20\u7edf\u94f6\u884c\u7cfb\u7edf\u7684\u73b0\u4ee3\u5316\u4e0d\u80fd\u518d\u7b49\u4e86<\/h2>\n\n\n\n
2020 \u5e74\u81f3 2023 \u5e74\u671f\u95f4\uff0c\u91d1\u878d\u4e1a\u89c1\u8bc1\u4e86\u6709\u53f2\u4ee5\u6765\u6700\u5f15\u4eba\u6ce8\u76ee\u7684\u5ba2\u6237\u884c\u4e3a\u8f6c\u53d8\u3002\u8fdc\u7a0b\u94f6\u884c\u7684\u4f7f\u7528\u7387\u6fc0\u589e\uff0c\u6570\u5b57\u5316\u5165\u804c\u6210\u4e3a\u4e00\u79cd\u57fa\u672c\u671f\u671b\uff0c\u5ba2\u6237\u5f00\u59cb\u6839\u636e\u5927\u578b\u79d1\u6280\u516c\u53f8\u548c\u65b0\u94f6\u884c\u63d0\u4f9b\u7684\u65e0\u7f1d\u4f53\u9a8c\u6765\u8bc4\u5224\u81ea\u5df1\u7684\u94f6\u884c\u3002\u7136\u800c\uff0c\u5230 2023 \u5e74\u5e95\uff0c\u5168\u7403\u94f6\u884c\u4e1a 60% \u4ee5\u4e0a\u7684 IT \u652f\u51fa\u4ecd\u7528\u4e8e\u7ef4\u62a4\u8fc7\u65f6\u7684\u7cfb\u7edf\uff0c\u800c\u4e0d\u662f\u6784\u5efa\u521b\u65b0\u7684\u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u79cd\u4e0d\u5e73\u8861\u5df2\u96be\u4ee5\u4e3a\u7ee7\u3002.<\/p>\n\n\n\n
\u5ba2\u6237\u5bf9\u5373\u65f6\u5165\u804c\u3001\u8fdc\u7a0b\u54a8\u8be2\u548c\u4e8c\u5341\u56db\u5c0f\u65f6\u5168\u5929\u5019\u8bbf\u95ee\u7684\u671f\u671b\uff0c\u662f\u7531\u80fd\u5728\u6570\u79d2\u5185\u63d0\u4f9b\u4e00\u5207\u670d\u52a1\u7684\u5e73\u53f0\u6240\u51b3\u5b9a\u7684\u3002\u4e5d\u5341\u5e74\u4ee3\u4ee5\u4e3b\u673a\u4e3a\u4e2d\u5fc3\u7684\u67b6\u6784\u6839\u672c\u65e0\u6cd5\u8ddf\u4e0a\u65f6\u4ee3\u7684\u6b65\u4f10\u3002\u5f53\u5ba2\u6237\u5728\u6570\u5b57\u6311\u6218\u8005\u90a3\u91cc\u5f00\u6237\u53ea\u9700\u51e0\u5206\u949f\uff0c\u800c\u5728\u4f20\u7edf\u94f6\u884c\u5374\u8981\u9762\u5bf9\u6570\u5929\u7684\u6587\u4e66\u5de5\u4f5c\u65f6\uff0c\u7ade\u4e89\u5dee\u8ddd\u5c31\u4f1a\u53d8\u5f97\u975e\u5e38\u660e\u663e\u3002.<\/p>\n\n\n\n
\u76d1\u7ba1\u673a\u6784\u4e5f\u6ce8\u610f\u5230\u4e86\u8fd9\u4e00\u70b9\uff1a<\/p>\n\n\n\n
- \n
- 2023 \u5e74\u521d\uff0c\u5168\u7403\u76d1\u7ba1\u673a\u6784\u5bf9\u65ad\u7535\u548c\u8fc1\u79fb\u5931\u8d25\u5904\u4ee5\u6570\u4ebf\u7f8e\u5143\u7684\u7f5a\u6b3e<\/li>\n\n\n\n
- \u73b0\u4ee3\u5316\u6267\u884c\u4e0d\u529b\u73b0\u5728\u88ab\u8ba4\u4e3a\u4e0e\u6ca1\u6709\u73b0\u4ee3\u5316\u4e00\u6837\u5371\u9669<\/li>\n\n\n\n
- \u6280\u672f\u590d\u539f\u529b\u5df2\u6210\u4e3a\u91d1\u878d\u673a\u6784\u8463\u4e8b\u4f1a\u5c42\u9762\u7684\u4f18\u5148\u4e8b\u9879<\/li>\n<\/ul>\n\n\n\n
\u73b0\u4ee3\u5316\u4ece\u6839\u672c\u4e0a\u8bf4\u662f\u4e3a\u4e86\u63d0\u9ad8\u6297\u98ce\u9669\u80fd\u529b\u548c\u964d\u4f4e\u8fd0\u8425\u98ce\u9669\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u95ea\u4eae\u7684\u79fb\u52a8\u754c\u9762\u6216\u524a\u51cf\u6210\u672c\u3002\u62d6\u5ef6\u7684\u94f6\u884c\u5c06\u9762\u4e34\u4e0d\u65ad\u589e\u52a0\u7684\u7ef4\u62a4\u6210\u672c\u3001\u4eba\u624d\u77ed\u7f3a\u548c\u65e5\u76ca\u4e25\u683c\u7684\u76d1\u7ba1\u5ba1\u67e5\u3002\u95ee\u9898\u4e0d\u518d\u662f\u8981\u4e0d\u8981\u73b0\u4ee3\u5316\uff0c\u800c\u662f\u5982\u4f55\u5728\u4e0d\u4e2d\u65ad\u670d\u52a1\u6216\u635f\u5bb3\u6570\u636e\u5b8c\u6574\u6027\u7684\u60c5\u51b5\u4e0b\u5b9e\u73b0\u73b0\u4ee3\u5316\u3002.<\/p>\n\n\n\n
2024 \u5e74\u4ec0\u4e48\u624d\u7b97\u4f20\u7edf\u94f6\u884c\u7cfb\u7edf<\/h2>\n\n\n\n
\u4f20\u7edf\u7684\u94f6\u884c\u7cfb\u7edf\u901a\u5e38\u662f\u7528 COBOL\u3001PL\/I \u6216\u8f83\u65e7\u7684 Java \u7248\u672c\u7f16\u5199\u7684\u5355\u7247\u673a\u6838\u5fc3\uff0c\u90e8\u7f72\u5728\u5927\u578b\u673a\u6216\u7d27\u5bc6\u8026\u5408\u7684 Unix \u670d\u52a1\u5668\u4e0a\uff0c\u8fd9\u4e9b\u7cfb\u7edf\u662f\u5728 18 \u4e16\u7eaa 90 \u5e74\u4ee3\u81f3 2000 \u5e74\u4ee3\u521d\u5f15\u8fdb\u7684\u3002\u8fd9\u4e9b\u7cfb\u7edf\u5728\u5f53\u65f6\u662f\u9769\u547d\u6027\u7684\uff0c\u4f46\u73b0\u5728\u5374\u4e25\u91cd\u5236\u7ea6\u4e86\u4e1a\u52a1\u589e\u957f\u548c\u521b\u65b0\u3002.<\/p>\n\n\n\n
\u9057\u4ea7\u7279\u5f81\u7684\u5177\u4f53\u4f8b\u5b50\u5305\u62ec<\/p>\n\n\n\n
- \n
- \u6279\u91cf\u5904\u7406\u9694\u591c\u4ed8\u6b3e\uff0c\u800c\u975e\u5b9e\u65f6\u4ea4\u6613<\/li>\n\n\n\n
- \u5ef6\u8fdf\u5ba2\u6237\u53ef\u89c1\u5ea6\u7684\u65e5\u7ec8\u5bf9\u8d26\u7a97\u53e3<\/li>\n\n\n\n
- \u8bb8\u591a\u901a\u7528\u94f6\u884c\u4ecd\u5728\u4f7f\u7528\u7eff\u8272\u5c4f\u5e55\u51fa\u7eb3\u754c\u9762<\/li>\n\n\n\n
- \u5916\u90e8\u96c6\u6210\u7684\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u6709\u9650\u6216\u4e0d\u5b58\u5728<\/li>\n\n\n\n
- \u62b5\u5236\u73b0\u4ee3\u5206\u6790\u6280\u672f\u7684\u4e13\u6709\u6570\u636e\u683c\u5f0f<\/li>\n<\/ul>\n\n\n\n
\u4e00\u4e2a\u7cfb\u7edf\u4e4b\u6240\u4ee5\u6210\u4e3a\u9057\u7559\u7cfb\u7edf\uff0c\u4e0d\u4ec5\u4ec5\u662f\u56e0\u4e3a\u5b83\u7684\u4f7f\u7528\u5e74\u9650\uff0c\u8fd8\u56e0\u4e3a\u5b83\u65e0\u6cd5\u8f7b\u677e\u516c\u5f00\u5e94\u7528\u7f16\u7a0b\u63a5\u53e3\u3001\u652f\u6301\u5b9e\u65f6\u6570\u636e\u8bbf\u95ee\u6216\u6ee1\u8db3\u5f53\u524d\u7684\u5b89\u5168\u5b9e\u8df5\uff0c\u5982\u96f6\u4fe1\u4efb\u67b6\u6784\u548c\u5f3a\u52a0\u5bc6\u3002\u5f53\u6bcf\u6b21\u66f4\u6539\u90fd\u9700\u8981\u6570\u6708\u7684\u6d4b\u8bd5\u548c\u534f\u8c03\uff0c\u5f53\u6280\u672f\u57fa\u7840\u8bbe\u65bd\u65e0\u6cd5\u9002\u5e94\u76d1\u7ba1\u8981\u6c42\u65f6\uff0c\u7cfb\u7edf\u5c31\u6210\u4e86\u5236\u7ea6\u56e0\u7d20\uff0c\u800c\u4e0d\u662f\u63a8\u52a8\u56e0\u7d20\u3002.<\/p>\n\n\n\n
\u6838\u5fc3\u529f\u80fd\u901a\u5e38\u4f1a\u53d7\u5230\u4f20\u7edf\u9650\u5236\u7684\u5f71\u54cd\uff1a<\/strong><\/p>\n\n\n\n
\u529f\u80fd<\/p><\/th>
\u5171\u540c\u9057\u4ea7\u5236\u7ea6\u56e0\u7d20<\/p><\/th><\/tr>
\u5f80\u6765\u8d26\u6237<\/p><\/td>
\u6279\u91cf\u53d1\u5e03\u5ef6\u8fdf<\/p><\/td><\/tr>
\u5361\u7247\u5904\u7406<\/p><\/td>
\u6709\u9650\u7684\u5b9e\u65f6\u6388\u6743<\/p><\/td><\/tr>
\u62b5\u62bc\u8d37\u6b3e<\/p><\/td>
\u4eba\u5de5\u5904\u7406\u6587\u4ef6<\/p><\/td><\/tr>
\u8d22\u52a1\u5904\u4e1a\u52a1<\/p><\/td>
\u5b64\u7acb\u7684\u6570\u636e\u7cfb\u7edf<\/p><\/td><\/tr>
\u6295\u8d44\u7ec4\u5408\u8bb0\u5f55\u4fdd\u5b58<\/p><\/td>
\u4ec5\u9650\u65e5\u7ec8\u4f30\u503c<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
\u4f20\u7edf\u6838\u5fc3\u5e73\u53f0\u7684\u5e38\u89c1\u75db\u70b9<\/h3>\n\n\n\n
\u4f20\u7edf\u6838\u5fc3\u7cfb\u7edf\u7684\u75db\u70b9\u5206\u4e3a\u56db\u7c7b\uff0c\u5f71\u54cd\u7740\u94f6\u884c\u7684\u5404\u4e2a\u8fd0\u8425\u5c42\u9762\u3002.<\/p>\n\n\n\n
\u8fd0\u8425\u6210\u672c\uff1a<\/strong> \u4e00\u4e9b\u94f6\u884c\u62a5\u544a\u79f0\uff0c\u5176 70% \u4ee5\u4e0a\u7684 IT \u9884\u7b97\u88ab\u9501\u5b9a\u5728\u94f6\u884c\u8fd0\u8425\u6d3b\u52a8\u4e0a\uff0c\u51e0\u4e4e\u6ca1\u6709\u7a7a\u95f4\u7528\u4e8e\u521b\u65b0\u3001\u4eba\u5de5\u667a\u80fd\u8bd5\u70b9\u6216\u6709\u7ade\u4e89\u529b\u7684\u4ea7\u54c1\u5f00\u53d1\u3002\u968f\u7740\u786c\u4ef6\u7684\u8001\u5316\u548c\u4e13\u5bb6\u652f\u6301\u7684\u51cf\u5c11\uff0c\u9ad8\u6602\u7684\u7ef4\u62a4\u6210\u672c\u9010\u5e74\u589e\u52a0\u3002.<\/p>\n\n\n\n
\u7075\u6d3b\u6027\u9650\u5236\uff1a<\/strong> \u5bf9\u5355\u4f53\u6838\u5fc3\u7684\u4efb\u4f55\u6539\u53d8\u90fd\u9700\u8981\u6570\u6708\u7684\u6d4b\u8bd5\u548c\u534f\u8c03\u90e8\u7f72\u3002\u63a8\u51fa\u65b0\u4ea7\u54c1\uff08\u5982\u53ef\u6301\u7eed\u6295\u8d44\u4efb\u52a1\u6216\u521b\u65b0\u6027\u50a8\u84c4\u65b9\u6848\uff09\u5c06\u6210\u4e3a\u4e00\u9879\u591a\u5b63\u5ea6\u7684\u5de5\u4f5c\uff0c\u800c\u4e0d\u662f\u77ed\u8dd1\u3002.<\/p>\n\n\n\n
\u98ce\u9669\u66b4\u9732\uff1a<\/strong> \u6b27\u6d32\u94f6\u884c\u66fe\u56e0\u6279\u5904\u7406\u4f5c\u4e1a\u5931\u8d25\u800c\u906d\u53d7\u591a\u65e5\u505c\u673a\uff0c\u5bfc\u81f4\u5ba2\u6237\u670d\u52a1\u4e2d\u65ad\uff0c\u673a\u6784\u53d7\u5230\u76d1\u7ba1\u5904\u7f5a\u3002\u7cfb\u7edf\u7684\u590d\u6742\u6027\u5bfc\u81f4\u4e8b\u6545\u54cd\u5e94\u901f\u5ea6\u53d8\u6162\uff0c\u6839\u672c\u539f\u56e0\u5206\u6790\u66f4\u52a0\u56f0\u96be\u3002.<\/p>\n\n\n\n
\u4eba\u624d\u7a00\u7f3a\uff1a<\/strong> \u7a00\u7f3a\u7684 COBOL \u4e13\u5bb6\u5373\u5c06\u9000\u4f11\uff0c\u800c\u4e86\u89e3\u8fd9\u4e9b\u8001\u5f0f\u7f16\u7a0b\u8bed\u8a00\u7684\u4e13\u5bb6\u5e93\u6bcf\u5e74\u90fd\u5728\u7f29\u5c0f\u3002\u8bb8\u591a\u673a\u6784\u90fd\u4f4e\u4f30\u4e86\u4f9d\u8d56\u65e5\u76ca\u51cf\u5c11\u7684\u4eba\u624d\u5e93\u6240\u5e26\u6765\u7684\u9690\u6027\u6062\u590d\u98ce\u9669\u3002.<\/p>\n\n\n\n
\u4f20\u7edf\u94f6\u884c\u7cfb\u7edf\u73b0\u4ee3\u5316\u7684\u6218\u7565\u9009\u62e9<\/h2>\n\n\n\n
\u6ca1\u6709\u5355\u4e00\u7684\u73b0\u4ee3\u5316\u84dd\u56fe\u3002\u94f6\u884c\u5fc5\u987b\u6839\u636e\u81ea\u8eab\u7684\u5177\u4f53\u60c5\u51b5\u3001\u98ce\u9669\u627f\u53d7\u80fd\u529b\u548c\u6218\u7565\u76ee\u6807\u6765\u9009\u62e9\u65b9\u6cd5\u3002\u8bb8\u591a\u673a\u6784\u8ba4\u8bc6\u5230\uff0c\u4f20\u7edf\u7cfb\u7edf\u7684\u73b0\u4ee3\u5316\u662f\u4e00\u4e2a\u8fc7\u7a0b\uff0c\u800c\u975e\u5355\u4e00\u4e8b\u4ef6\uff0c\u56e0\u6b64\u5728\u6570\u5e74\u5185\u5c06\u591a\u79cd\u6218\u7565\u7ed3\u5408\u8d77\u6765\u3002.<\/p>\n\n\n\n
\u4e3b\u8981\u7684\u73b0\u4ee3\u5316\u6218\u7565\u5305\u62ec<\/p>\n\n\n\n
- \n
- \u5b8c\u5168\u66f4\u6362\u5185\u6838\uff0c\u4e00\u52b3\u6c38\u9038<\/li>\n\n\n\n
- \u56f4\u7ed5\u4f20\u7edf\u6838\u5fc3\u8fdb\u884c\u5265\u79bb\u548c\u5c01\u88c5<\/li>\n\n\n\n
- \u94f6\u884c\u5373\u670d\u52a1\u548c\u65b0\u5efa\u5e73\u53f0<\/li>\n\n\n\n
- \u6570\u5b57\u53c2\u4e0e\u5c42\u662f\u5b9e\u73b0\u4ef7\u503c\u7684\u6377\u5f84<\/li>\n<\/ol>\n\n\n\n
\u65b9\u6cd5<\/p><\/th>
\u8d39\u7528<\/p><\/th>
\u98ce\u9669<\/p><\/th>
\u4f30\u4ef7\u65f6\u95f4<\/p><\/th>
\u6700\u9002\u5408<\/p><\/th><\/tr>
\u5168\u82af\u66f4\u6362<\/p><\/td>
\u975e\u5e38\u9ad8<\/p><\/td>
\u9ad8<\/p><\/td>
3-5+ \u5e74<\/p><\/td>
\u4e0d\u53ef\u6301\u7eed\u7684\u4f20\u7edf\u6838\u5fc3\u94f6\u884c<\/p><\/td><\/tr>
\u5265\u79bb\u548c\u5c01\u88c5<\/p><\/td>
\u4e2d\u578b<\/p><\/td>
\u4f4e\u81f3\u4e2d\u7b49<\/p><\/td>
1-3 \u5e74<\/p><\/td>
\u9010\u6b65\u8f6c\u578b\uff0c\u4fdd\u6301\u7a33\u5b9a<\/p><\/td><\/tr>
\u94f6\u884c\u5373\u670d\u52a1<\/p><\/td>
\u53ef\u53d8<\/p><\/td>
\u4e2d\u578b<\/p><\/td>
6-18 \u4e2a\u6708<\/p><\/td>
\u65b0\u4ea7\u54c1\u3001\u6570\u5b57\u54c1\u724c<\/p><\/td><\/tr>
\u6570\u5b57\u53c2\u4e0e\u5c42<\/p><\/td>
\u4f4e\u81f3\u4e2d\u7b49<\/p><\/td>
\u4f4e<\/p><\/td>
3-12 \u4e2a\u6708<\/p><\/td>
\u7acb\u5373\u8d62\u5f97\u5ba2\u6237\u4f53\u9a8c\u548c\u5408\u89c4\u6027<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
\u4ee5\u4e0b\u5404\u5c0f\u8282\u5c06\u63a2\u8ba8\u6bcf\u79cd\u65b9\u6cd5\uff0c\u91cd\u70b9\u662f\u4e0e\u94f6\u884c\u9ad8\u7ba1\u76f8\u5173\u7684\u6743\u8861\u95ee\u9898\uff0c\u5982\u76d1\u7ba1\u5f71\u54cd\u3001\u8fc1\u79fb\u98ce\u9669\u3001\u4f9b\u5e94\u5546\u4f9d\u8d56\u6027\u548c\u957f\u671f\u7075\u6d3b\u6027\u3002.<\/p>\n\n\n\n
\u5168\u9762\u66f4\u6362\u673a\u82af\uff0c\u5b9e\u73b0\u4e00\u52b3\u6c38\u9038<\/h3>\n\n\n\n
\u5168\u9762\u66ff\u6362\u4ee3\u8868\u4e86\u5927\u7206\u70b8\u5f0f\u7684\u65b9\u6cd5\uff0c\u5373\u94f6\u884c\u4ece\u4e3b\u673a\u6216\u4e13\u6709\u6838\u5fc3\u8fc1\u79fb\u5230\u73b0\u4ee3\u6a21\u5757\u5316\u6838\u5fc3\u5e73\u53f0\u3002\u6b27\u6d32\u548c\u4e2d\u4e1c\u5730\u533a\u7684\u94f6\u884c\u5728 2015 \u5e74\u81f3 2024 \u5e74\u95f4\u5df2\u7ecf\u5b9e\u65bd\u4e86\u6b64\u7c7b\u8ba1\u5212\uff0c\u9879\u76ee\u65f6\u95f4\u901a\u5e38\u8d85\u8fc7\u4e09\u5e74\uff0c\u9884\u7b97\u9ad8\u8fbe\u6570\u4ebf\u6b27\u5143\u3002.<\/p>\n\n\n\n
\u5168\u9762\u66f4\u6362\u7cfb\u7edf\u7684\u4f18\u52bf<\/strong><\/p>\n\n\n\n
- \n
- \u7b80\u5316\u67b6\u6784\uff0c\u964d\u4f4e\u7cfb\u7edf\u590d\u6742\u6027<\/li>\n\n\n\n
- \u6240\u6709\u94f6\u884c\u670d\u52a1\u7684\u5b9e\u65f6\u5904\u7406\u80fd\u529b<\/li>\n\n\n\n
- \u4ea7\u54c1\u914d\u7f6e\u66f4\u7b80\u5355\uff0c\u4e0a\u5e02\u65f6\u95f4\u66f4\u77ed<\/li>\n\n\n\n
- \u4e13\u4e3a\u73b0\u4ee3\u94f6\u884c\u6cd5\u89c4\u8bbe\u8ba1\u7684\u5408\u89c4\u6570\u636e\u6a21\u578b<\/li>\n<\/ul>\n\n\n\n
\u9700\u8981\u8003\u8651\u7684\u4e3b\u8981\u98ce\u9669\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u53ef\u4e2d\u65ad\u94f6\u884c\u4e1a\u52a1\u6570\u5929\u7684\u5207\u6362\u6545\u969c<\/li>\n\n\n\n
- \u5f71\u54cd\u654f\u611f\u8d22\u52a1\u6570\u636e\u7684\u6570\u636e\u8fc1\u79fb\u9519\u8bef<\/li>\n\n\n\n
- \u5de5\u4f5c\u4eba\u5458\u7684\u62b5\u89e6\u60c5\u7eea\u548c\u673a\u6784\u77e5\u8bc6\u7684\u6d41\u5931<\/li>\n\n\n\n
- \u6295\u8d44\u9700\u6c42\u5927\uff0c\u56de\u6536\u671f\u957f<\/li>\n<\/ul>\n\n\n\n
\u5f53\u73b0\u6709\u7684\u6838\u5fc3\u7cfb\u7edf\u5728\u7ecf\u6d4e\u4e0a\u65e0\u6cd5\u7ef4\u6301\u5230\u4e00\u4e2a\u660e\u786e\u7684\u65e5\u671f\u4e4b\u540e\uff0c\u6216\u8005\u5f53\u6574\u4e2a\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u9700\u8981\u8fdb\u884c\u6839\u672c\u6027\u91cd\u7ec4\u65f6\uff0c\u6700\u9002\u5408\u91c7\u7528\u8fd9\u79cd\u65b9\u5f0f\u3002\u8003\u8651\u91c7\u7528\u8fd9\u79cd\u65b9\u5f0f\u7684\u94f6\u884c\u5e94\u786e\u4fdd\u5728\u4efb\u4f55\u751f\u4ea7\u5207\u6362\u4e4b\u524d\u8fdb\u884c\u7a33\u5065\u7684\u8fd0\u8425\u51c6\u5907\u89c4\u5212\u548c\u5e7f\u6cdb\u7684\u5e76\u884c\u6d4b\u8bd5\u3002.<\/p>\n\n\n\n
\u9057\u7559\u6838\u5fc3\u5468\u56f4\u7684\u5265\u79bb\u548c\u5c01\u88c5<\/h3>\n\n\n\n
\u5265\u79bb\u5305\u62ec\u9010\u6b65\u5c06\u7279\u5b9a\u7684\u94f6\u884c\u529f\u80fd\uff08\u5982\u652f\u4ed8\u3001\u5ba2\u6237\u4e3b\u6570\u636e\u6216\u53d1\u5361\uff09\u4ece\u4f20\u7edf\u6838\u5fc3\u8f6c\u79fb\u5230\u4e13\u7528\u7684\u73b0\u4ee3\u7ec4\u4ef6\u3002\u5c01\u88c5\u5219\u662f\u5728\u4e0d\u6539\u53d8\u5185\u90e8\u4ee3\u7801\u7684\u60c5\u51b5\u4e0b\uff0c\u901a\u8fc7\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u6216\u670d\u52a1\u5c42\u516c\u5f00\u5269\u4f59\u7684\u6838\u5fc3\u529f\u80fd\uff0c\u4ece\u800c\u4f7f\u65b0\u7684\u6570\u5b57\u6e20\u9053\u66f4\u5bb9\u6613\u96c6\u6210\u3002.<\/p>\n\n\n\n
\u8003\u8651\u4e00\u5bb6\u94f6\u884c\u5728 2024 \u5e74\u5f15\u5165\u4e00\u4e2a\u5355\u72ec\u7684\u5b9e\u65f6\u652f\u4ed8\u5f15\u64ce\uff0c\u7528\u4e8e\u5373\u65f6\u8f6c\u8d26\uff0c\u800c\u5c06\u5b58\u6b3e\u4f1a\u8ba1\u7559\u5728\u4e3b\u673a\u4e0a\u3002\u8fd9\u79cd\u65b9\u6cd5\u65e2\u80fd\u5e26\u6765\u5373\u65f6\u4ef7\u503c\uff0c\u53c8\u80fd\u901a\u8fc7\u6709\u9488\u5bf9\u6027\u7684\u53d8\u9769\u7ba1\u7406\u98ce\u9669\u3002.<\/p>\n\n\n\n
\u8fd9\u4e00\u6218\u7565\u7684\u597d\u5904\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u901a\u8fc7\u6e10\u8fdb\u5f0f\u53d8\u9769\u964d\u4f4e\u98ce\u9669<\/li>\n\n\n\n
- \u6295\u8d44\u5206\u644a\u5230\u591a\u4e2a\u9884\u7b97\u5468\u671f<\/li>\n\n\n\n
- \u4e0d\u65ad\u5b66\u4e60\u548c\u6539\u8fdb\u7684\u673a\u4f1a<\/li>\n\n\n\n
- \u4fdd\u7559\u8fd0\u884c\u826f\u597d\u7684\u73b0\u6709\u7cfb\u7edf<\/li>\n<\/ul>\n\n\n\n
\u7ba1\u7406\u8981\u6c42\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u5bf9\u67b6\u6784\u8fdb\u884c\u5f3a\u6709\u529b\u7684\u76d1\u7763\uff0c\u4ee5\u907f\u514d\u4ea7\u751f\u7ea0\u7f20\u4e0d\u6e05\u7684\u6df7\u5408\u666f\u89c2<\/li>\n\n\n\n
- \u660e\u786e\u8bb0\u5f55\u96c6\u6210\u70b9<\/li>\n\n\n\n
- \u5b9a\u671f\u5ba1\u67e5\u54ea\u4e9b\u529f\u80fd\u4ecd\u4fdd\u7559\u5728\u4f20\u7edf\u5e73\u53f0\u4e0a\uff0c\u54ea\u4e9b\u4fdd\u7559\u5728\u73b0\u4ee3\u5e73\u53f0\u4e0a<\/li>\n<\/ul>\n\n\n\n
\u8fd9\u79cd\u65b9\u6cd5\u9002\u5408\u9700\u8981\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u548c\u6570\u5b57\u94f6\u884c\u4e1a\u52a1\u80fd\u529b\u7684\u94f6\u884c\uff0c\u800c\u65e0\u9700\u5c06\u6240\u6709\u7cbe\u529b\u90fd\u62bc\u5728\u5355\u4e00\u8f6c\u578b\u8ba1\u5212\u4e0a\u3002.<\/p>\n\n\n\n
\u94f6\u884c\u5373\u670d\u52a1\u548c\u7eff\u5730\u5e73\u53f0<\/h3>\n\n\n\n
\u4e00\u4e9b\u673a\u6784\u5728\u7b2c\u4e09\u65b9 BaaS \u5e73\u53f0\u4e0a\u63a8\u51fa\u5168\u65b0\u7684\u6570\u5b57\u54c1\u724c\u6216\u4ea7\u54c1\u7ebf\uff0c\u540c\u65f6\u4e3a\u73b0\u6709\u5ba2\u6237\u4fdd\u7559\u4e3b\u8981\u7684\u4f20\u7edf\u6838\u5fc3\u3002\u8fd9\u79cd\u65b9\u6cd5\u5e38\u89c1\u4e8e\u53d1\u5361\u3001\u5c0f\u4f01\u4e1a\u8d37\u6b3e\u6216\u767d\u6807\u6295\u8d44\u8d26\u6237\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u4ea7\u54c1\u5bf9\u4e0a\u5e02\u901f\u5ea6\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n
\u745e\u58eb\u548c\u6b27\u76df\u7b49\u5730\u533a\u7684\u76d1\u7ba1\u8981\u6c42\u548c\u6570\u636e\u9a7b\u7559\u9884\u671f\u610f\u5473\u7740 BaaS \u63d0\u4f9b\u5546\u5fc5\u987b\u5bf9\u5ba2\u6237\u6570\u636e\u63d0\u4f9b\u660e\u786e\u7684\u63a7\u5236\u3002\u5bf9\u4e8e\u5728\u76d1\u7ba1\u4e25\u683c\u7684\u73af\u5883\u4e2d\u8fd0\u884c\u7684\u91d1\u878d\u673a\u6784\u800c\u8a00\uff0c\u79c1\u6709\u4e91\u548c\u4e3b\u6743\u6258\u7ba1\u9009\u9879\u6210\u4e3a\u5173\u952e\u7684\u8bc4\u4f30\u6807\u51c6\u3002.<\/p>\n\n\n\n
\u8bc4\u4f30 BaaS \u65f6\u7684\u8003\u8651\u56e0\u7d20\uff1a<\/strong><\/p>\n\n\n\n
\u7cfb\u6570<\/p><\/th>
\u8bc4\u4f30\u95ee\u9898<\/p><\/th><\/tr>
\u9501\u5b9a\u4f9b\u5e94\u5546<\/p><\/td>
\u6709\u54ea\u4e9b\u9000\u51fa\u7b56\u7565\u548c\u6570\u636e\u53ef\u79fb\u690d\u6027\u9009\u62e9\uff1f<\/p><\/td><\/tr>
\u6574\u5408\u80fd\u529b<\/p><\/td>
\u5e73\u53f0\u5982\u4f55\u4e0e\u73b0\u6709\u7cfb\u7edf\u8fde\u63a5\uff1f<\/p><\/td><\/tr>
\u6570\u636e\u4e3b\u6743<\/p><\/td>
\u5ba2\u6237\u6570\u636e\u5728\u54ea\u91cc\u5b58\u50a8\u548c\u5904\u7406\uff1f<\/p><\/td><\/tr>
\u76d1\u7ba1\u5408\u89c4<\/p><\/td>
\u533b\u7597\u673a\u6784\u662f\u5426\u7b26\u5408\u5f53\u5730\u76d1\u7ba1\u8981\u6c42\uff1f<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
BaaS \u662f\u6838\u5fc3\u73b0\u4ee3\u5316\u7684\u8865\u5145\uff0c\u800c\u975e\u5b8c\u5168\u66ff\u4ee3\u3002\u5bf9\u4e8e\u73b0\u6709\u7684\u5927\u578b\u94f6\u884c\u6765\u8bf4\uff0c\u5b83\u53ef\u4ee5\u5728\u4f20\u7edf\u4e1a\u52a1\u73b0\u4ee3\u5316\u7684\u540c\u65f6\u8fdb\u884c\u5feb\u901f\u8bd5\u9a8c\u3002.<\/p>\n\n\n\n
\u6570\u5b57\u53c2\u4e0e\u5c42\u662f\u5b9e\u73b0\u4ef7\u503c\u7684\u6377\u5f84<\/h3>\n\n\n\n
\u6570\u5b57\u53c2\u4e0e\u5c42\u65b9\u6cd5\u9996\u5148\u5bf9\u9762\u5411\u5ba2\u6237\u7684\u5806\u6808\u8fdb\u884c\u73b0\u4ee3\u5316\uff0c\u90e8\u7f72\u65b0\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u5165\u804c\u6d41\u7a0b\u3001\u95e8\u6237\u7f51\u7ad9\u548c\u5206\u6790\u5e73\u53f0\uff0c\u901a\u8fc7\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\uff08API\uff09\u8fde\u63a5\u5230\u4f20\u7edf\u6838\u5fc3\u7cfb\u7edf\u3002\u8fd9\u79cd\u65b9\u6cd5\u53ef\u5728\u5341\u4e8c\u81f3\u5341\u516b\u4e2a\u6708\u5185\u5b9e\u65bd\uff0c\u5e76\u80fd\u7acb\u5373\u6539\u5584\u5173\u7cfb\u7ecf\u7406\u3001\u5408\u89c4\u56e2\u961f\u548c\u7ec8\u7aef\u5ba2\u6237\u7684\u4f53\u9a8c\uff0c\u800c\u65e0\u9700\u89e6\u53ca\u6838\u5fc3\u5206\u7c7b\u8d26\u7cfb\u7edf\u3002.<\/p>\n\n\n\n
InvestGlass \u6070\u6070\u5c5e\u4e8e\u8fd9\u4e00\u7c7b\uff0c\u5b83\u63d0\u4f9b\u6570\u5b57\u5316\u5165\u804c\u3001KYC\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u8425\u9500\u81ea\u52a8\u5316\u548c\u5ba2\u6237\u95e8\u6237\uff0c\u8fd9\u4e9b\u529f\u80fd\u90fd\u4f4d\u4e8e\u73b0\u6709\u7684\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u548c\u4e3b\u673a\u4e4b\u4e0a\u3002\u8be5\u5e73\u53f0\u5145\u5f53\u73b0\u4ee3\u5316\u5c42\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u5728\u4f20\u7edf\u5e73\u53f0\u7ee7\u7eed\u5904\u7406\u540e\u53f0\u4ea4\u6613\u7684\u540c\u65f6\uff0c\u63d0\u4f9b\u73b0\u4ee3\u5316\u7684\u94f6\u884c\u4e1a\u52a1\u4f53\u9a8c\u3002.<\/p>\n\n\n\n
\u8003\u8651\u4e00\u4e0b\u745e\u58eb\u79c1\u4eba\u94f6\u884c\u5982\u4f55\u5b9e\u65bd\u8fd9\u79cd\u65b9\u6cd5\uff1a<\/p>\n\n\n\n
- \n
- \u5728\u4e09\u81f3\u516d\u4e2a\u6708\u5185\u90e8\u7f72 InvestGlass CRM \u548c\u5165\u804c\u670d\u52a1<\/li>\n\n\n\n
- \u901a\u8fc7\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u4e0e\u4f20\u7edf\u6838\u5fc3\u8fde\u63a5\uff0c\u83b7\u53d6\u8d26\u6237\u6570\u636e<\/li>\n\n\n\n
- \u63a8\u51fa\u53ef\u5b9e\u65f6\u67e5\u770b\u6295\u8d44\u7ec4\u5408\u7684\u65b0\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/li>\n\n\n\n
- \u5f00\u59cb\u6838\u5fc3\u66f4\u6362\u89c4\u5212\uff0c\u51cf\u5c11\u7d27\u8feb\u6027<\/li>\n<\/ol>\n\n\n\n
\u8fd9\u79cd\u6a21\u5f0f\u5bf9\u79c1\u4eba\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u7efc\u5408\u94f6\u884c\u5c24\u5176\u5177\u6709\u5438\u5f15\u529b\uff0c\u56e0\u4e3a\u5ba2\u6237\u4f53\u9a8c\u548c\u76d1\u7ba1\u5de5\u4f5c\u6d41\u7a0b\u662f 2024 \u5e74\u548c 2025 \u5e74\u7684\u91cd\u4e2d\u4e4b\u91cd\u3002.<\/p>\n\n\n\n
\u5728\u4e0d\u4e2d\u65ad\u670d\u52a1\u7684\u60c5\u51b5\u4e0b\u9010\u6b65\u5b9e\u73b0\u73b0\u4ee3\u5316\u7684\u8def\u7ebf\u56fe<\/h2>\n\n\n\n
\u672c\u8def\u7ebf\u56fe\u63d0\u4f9b\u4e86\u4e00\u4e2a\u52a1\u5b9e\u7684\u516b\u6b65\u65b9\u6cd5\uff0c\u5176\u7075\u611f\u6765\u6e90\u4e8e\u94f6\u884c\u5728\u4e0d\u4e2d\u65ad\u5ba2\u6237\u670d\u52a1\u6216\u4e0d\u8fdd\u53cd\u76d1\u7ba1\u4e49\u52a1\u7684\u60c5\u51b5\u4e0b\u5b9e\u73b0\u73b0\u4ee3\u5316\u7684\u5b9e\u9645\u8ba1\u5212\u3002\u6bcf\u4e00\u6b65\u90fd\u5efa\u7acb\u5728\u524d\u4e00\u6b65\u7684\u57fa\u7840\u4e0a\uff0c\u5728\u7ba1\u7406\u98ce\u9669\u7684\u540c\u65f6\u521b\u9020\u52a8\u529b\u3002.<\/p>\n\n\n\n
\u8fd9\u4e9b\u6b65\u9aa4\u5305\u62ec\u5e76\u884c\u8fd0\u884c\u3001\u91d1\u4e1d\u96c0\u53d1\u5e03\u3001\u4e25\u683c\u7684\u53d8\u66f4\u7ba1\u7406\u548c\u6570\u636e\u8fc1\u79fb\u6f14\u7ec3\uff0c\u8fd9\u4e9b\u90fd\u662f\u4e45\u7ecf\u9a8c\u8bc1\u7684\u51cf\u5c11\u8f6c\u578b\u671f\u95f4\u505c\u673a\u98ce\u9669\u7684\u6280\u672f\u3002.<\/p>\n\n\n\n
\u7b2c 1 \u6b65 \u6df1\u5165\u63a2\u7d22\u4f20\u7edf\u67b6\u6784\u548c\u6570\u636e<\/h3>\n\n\n\n
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\u63a2\u7d22\u6d3b\u52a8\u5305\u62ec<\/strong><\/p>\n\n\n\n
- \n
- \u6620\u5c04\u6570\u636e\u6d41\u3001\u63a5\u53e3\u3001\u6279\u5904\u7406\u5de5\u4f5c\u548c\u624b\u52a8\u53d8\u901a\u65b9\u6cd5<\/li>\n\n\n\n
- \u8bb0\u5f55\u7531\u4f20\u7edf\u5806\u6808\u751f\u6210\u7684\u76d1\u7ba1\u62a5\u544a<\/li>\n\n\n\n
- \u4f7f\u7528\u5e94\u7528\u7a0b\u5e8f\u4f9d\u8d56\u5173\u7cfb\u6620\u5c04\u5de5\u5177<\/li>\n\n\n\n
- \u5bf9\u4e1a\u52a1\u4eba\u5458\u8fdb\u884c\u8bbf\u8c08<\/li>\n\n\n\n
- \u5ba1\u67e5\u8fc7\u53bb\u4e09\u5e74\u7684\u4e8b\u4ef6\u65e5\u5fd7<\/li>\n<\/ul>\n\n\n\n
\u5176\u7ed3\u679c\u662f\u4e00\u5f20\u73b0\u4ee3\u5316\u70ed\u56fe\uff0c\u6807\u51fa\u4e86\u9ad8\u98ce\u9669\u9886\u57df\u3001\u901f\u8d62\u9886\u57df\u548c\u5c01\u88c5\u6700\u7b80\u5355\u7684\u9886\u57df\u3002\u8be5\u70ed\u56fe\u662f\u73b0\u4ee3\u5316\u8ba1\u5212\u7684\u57fa\u7840\uff0c\u6709\u52a9\u4e8e\u786e\u5b9a\u521d\u671f\u5de5\u4f5c\u7684\u91cd\u70b9\u3002.<\/p>\n\n\n\n
\u6b65\u9aa4 2 \u4e3a\u8ba1\u5212\u5efa\u7acb\u5f3a\u6709\u529b\u7684\u7ba1\u7406\u548c\u98ce\u9669\u63a7\u5236\u673a\u5236<\/h3>\n\n\n\n
\u94f6\u884c\u5e94\u6210\u7acb\u4e00\u4e2a\u8de8\u804c\u80fd\u7684\u6307\u5bfc\u59d4\u5458\u4f1a\uff0c\u5176\u4e2d\u5305\u62ec\u4fe1\u606f\u6280\u672f\u3001\u4e1a\u52a1\u7ebf\u3001\u98ce\u9669\u3001\u5408\u89c4\u548c\u8fd0\u8425\u90e8\u95e8\uff0c\u5e76\u6709\u660e\u786e\u7684\u6388\u6743\u548c\u51b3\u7b56\u6743\u3002\u8fd9\u79cd\u7ba1\u7406\u7ed3\u6784\u53ef\u786e\u4fdd\u73b0\u4ee3\u5316\u5de5\u4f5c\u4e0e\u4e1a\u52a1\u6218\u7565\u548c\u76d1\u7ba1\u8981\u6c42\u4fdd\u6301\u4e00\u81f4\u3002.<\/p>\n\n\n\n
\u5173\u952e\u6cbb\u7406\u5de5\u5177\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u7528\u4e8e\u6279\u51c6\u6280\u672f\u4fee\u6539\u7684\u53d8\u66f4\u63a7\u5236\u59d4\u5458\u4f1a<\/li>\n\n\n\n
- \u8bbe\u8ba1\u51b3\u7b56\u7684\u5efa\u7b51\u5ba1\u67e5\u8bba\u575b<\/li>\n\n\n\n
- \u6839\u636e\u76d1\u7ba1\u9884\u671f\u8fdb\u884c\u6708\u5ea6\u98ce\u9669\u5ba1\u67e5<\/li>\n\n\n\n
- \u786e\u5b9a\u53ef\u63a5\u53d7\u7684\u670d\u52a1\u6c34\u5e73\u548c\u56de\u9000\u653f\u7b56<\/li>\n\n\n\n
- \u91cd\u5927\u53d8\u9769\u7684\u6c9f\u901a\u8ba1\u5212<\/li>\n<\/ul>\n\n\n\n
\u5e94\u5c06\u81ea\u52a8\u6d4b\u8bd5\u548c\u6301\u7eed\u96c6\u6210\u7b49\u73b0\u4ee3\u5de5\u5177\u6b63\u5f0f\u7eb3\u5165\u7ba1\u7406\uff0c\u4ee5\u9632\u6b62\u4ed3\u4fc3\u90e8\u7f72\u5f71\u54cd\u6301\u7eed\u670d\u52a1\u53ef\u7528\u6027\u3002.<\/p>\n\n\n\n
\u7b2c 3 \u6b65 \u9996\u5148\u5229\u7528\u5fae\u670d\u52a1\u548c\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u5b9e\u73b0\u8fb9\u7f18\u73b0\u4ee3\u5316<\/h3>\n\n\n\n
\u65e9\u671f\u5de5\u4f5c\u5e94\u4fa7\u91cd\u4e8e\u6570\u5b57\u6e20\u9053\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u5206\u6790\u548c\u652f\u4ed8\u7f51\u5173\uff0c\u56e0\u4e3a\u5728\u8fd9\u4e9b\u65b9\u9762\u53ef\u4ee5\u5feb\u901f\u5b9e\u73b0\u4ef7\u503c\uff0c\u800c\u4e14\u6838\u5fc3\u5206\u7c7b\u8d26\u7684\u98ce\u9669\u6709\u9650\u3002\u8fd9\u79cd\u65b9\u6cd5\u7b26\u5408\u9010\u6b65\u6539\u8fdb\u8fd0\u8425\u6d41\u7a0b\u7684\u539f\u5219\u3002.<\/p>\n\n\n\n
\u94f6\u884c\u53ef\u4ee5\u4f7f\u7528\u5fae\u670d\u52a1\u6765\u5b9e\u73b0\u79bb\u6563\u529f\u80fd\uff0c\u4f8b\u5982\uff1a<\/p>\n\n\n\n
- \n
- \u4ea4\u6613\u63d0\u9192\u548c\u5ba2\u6237\u901a\u77e5<\/li>\n\n\n\n
- \u751f\u6210\u5408\u89c4\u6587\u4ef6<\/li>\n\n\n\n
- \u8425\u9500\u6d3b\u52a8\u548c\u5ba2\u6237\u6c9f\u901a<\/li>\n\n\n\n
- KYC \u68c0\u67e5\u548c\u8eab\u4efd\u9a8c\u8bc1<\/li>\n<\/ul>\n\n\n\n
API \u7f51\u5173\u548c\u96c6\u6210\u5e73\u53f0\u53ef\u786e\u4fdd\u7f51\u7edc\u548c\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u4f7f\u7528\u65b0\u670d\u52a1\uff0c\u800c\u4e0d\u4f1a\u66b4\u9732\u4e3b\u673a\u7684\u590d\u6742\u6027\u3002\u94f6\u884c\u53ef\u80fd\u4f1a\u5229\u7528 InvestGlass \u589e\u52a0\u65b0\u7684\u6570\u5b57\u5165\u804c\u6d41\u7a0b\uff0c\u800c\u6838\u5fc3\u5f00\u6237\u7cfb\u7edf\u4fdd\u6301\u4e0d\u53d8\uff0c\u4ece\u800c\u5728\u4e0d\u4e2d\u65ad\u539f\u6709\u7cfb\u7edf\u7684\u60c5\u51b5\u4e0b\u5c55\u793a\u5373\u65f6\u4ef7\u503c\u3002.<\/p>\n\n\n\n
![\"InvestGlass](\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/07\/Lead-score-CRM-1024x524.png\")
InvestGlass \u7ebf\u7d22\u8bc4\u5206<\/figcaption><\/figure>\n\n\n\n \u7b2c 4 \u6b65 \u5e73\u884c\u8fd0\u884c\u4f20\u7edf\u7ec4\u4ef6\u548c\u73b0\u4ee3\u7ec4\u4ef6<\/h3>\n\n\n\n
\u5e76\u884c\u8fd0\u884c\u610f\u5473\u7740\u65b0\u670d\u52a1\u4e0e\u65e7\u670d\u52a1\u540c\u65f6\u8fd0\u884c\uff0c\u63a5\u6536\u76f8\u540c\u7684\u4ea4\u6613\uff0c\u4ee5\u4fbf\u5728\u5207\u6362\u524d\u5bf9\u8f93\u51fa\u8fdb\u884c\u6bd4\u8f83\u3002\u8fd9\u79cd\u6280\u672f\u53ef\u4ee5\u5728\u8fd0\u8425\u4eba\u5458\u548c\u4e3b\u7ba1\u4eba\u5458\u4e2d\u5efa\u7acb\u4fe1\u5fc3\uff0c\u56e0\u4e3a\u4ed6\u4eec\u81ea\u7136\u4f1a\u62c5\u5fc3\u73b0\u4ee3\u5316\u8fc7\u7a0b\u4e2d\u7684\u4e0d\u7a33\u5b9a\u6027\u3002.<\/p>\n\n\n\n
\u5b89\u5168\u5e76\u884c\u64cd\u4f5c\u6280\u672f\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u5141\u8bb8\u5373\u65f6\u56de\u6eda\u7684\u529f\u80fd\u5207\u6362<\/li>\n\n\n\n
- \u5148\u5411\u4e00\u5c0f\u90e8\u5206\u7528\u6237\u53d1\u5e03\u65b0\u529f\u80fd\u7684 \"\u91d1\u4e1d\u96c0 \"\u7248\u672c<\/li>\n\n\n\n
- \u6e10\u8fdb\u5f0f\u5ba2\u6237\u8fc1\u79fb\u53ef\u51cf\u5c11\u4efb\u4f55\u95ee\u9898\u7684\u7206\u70b8\u534a\u5f84<\/li>\n\n\n\n
- \u5b9e\u65f6\u8c03\u8282\u65b0\u65e7\u7cfb\u7edf<\/li>\n\n\n\n
- \u4e3a\u5185\u90e8\u548c\u5916\u90e8\u5ba1\u8ba1\u4eba\u5458\u63d0\u4f9b\u8be6\u7ec6\u7684\u5ba1\u8ba1\u8ddf\u8e2a<\/li>\n<\/ul>\n\n\n\n
\u5728\u4f20\u7edf\u7ec4\u4ef6\u9000\u5f79\u4e4b\u524d\uff0c\u5e76\u884c\u8fd0\u884c\u51e0\u4e2a\u661f\u671f\u751a\u81f3\u6574\u4e2a\u62a5\u544a\u5468\u671f\uff0c\u53ef\u786e\u4fdd\u65b0\u89e3\u51b3\u65b9\u6848\u5728\u5b9e\u9645\u6761\u4ef6\u4e0b\u7684\u9884\u671f\u6027\u80fd\u3002.<\/p>\n\n\n\n
\u6b65\u9aa4 5 \u5c06\u6570\u636e\u8fc1\u79fb\u89c6\u4e3a\u4e00\u9879\u4e13\u95e8\u7684\u5de5\u7a0b\u8ba1\u5212<\/h3>\n\n\n\n
\u6570\u636e\u8fc1\u79fb\u5e94\u50cf\u5b9e\u65bd\u65b0\u7cfb\u7edf\u4e00\u6837\u4ed4\u7ec6\u89c4\u5212\uff0c\u6709\u81ea\u5df1\u7684\u9884\u7b97\u3001\u6d4b\u8bd5\u5468\u671f\u548c\u7b7e\u6279\u5173\u53e3\u3002\u8fd9\u662f\u4efb\u4f55\u73b0\u4ee3\u5316\u5de5\u4f5c\u4e2d\u6700\u654f\u611f\u7684\u9636\u6bb5\uff0c\u56e0\u4e3a\u5b83\u4f1a\u76f4\u63a5\u5f71\u54cd\u6570\u636e\u5b8c\u6574\u6027\u548c\u5408\u89c4\u6027\u3002.<\/p>\n\n\n\n
\u6570\u636e\u8fc1\u79fb\u6b65\u9aa4\uff1a<\/strong><\/p>\n\n\n\n
\u9636\u6bb5<\/p><\/th>
\u6d3b\u52a8<\/p><\/th><\/tr>
\u5e93\u5b58<\/p><\/td>
\u8bb0\u5f55\u6240\u6709\u6e90\u6570\u636e\u7cfb\u7edf\u548c\u683c\u5f0f<\/p><\/td><\/tr>
\u8d28\u91cf\u8bc4\u4f30<\/p><\/td>
\u786e\u5b9a\u9700\u8981\u8865\u6551\u7684\u6570\u636e\u95ee\u9898<\/p><\/td><\/tr>
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\u5bf9\u8d26<\/p><\/td>
\u6839\u636e\u6e90\u6570\u636e\u9a8c\u8bc1\u8fc1\u79fb\u7684\u6570\u636e<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
\u5fc5\u987b\u6ee1\u8db3\u76d1\u7ba1\u9700\u6c42\uff0c\u5982\u6839\u636e\u4e0d\u540c\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a\u5c06\u5386\u53f2\u8bb0\u5f55\u4fdd\u5b58\u4e94\u5230\u5341\u5e74\u3002\u5728\u957f\u671f\u8fc1\u79fb\u8fc7\u7a0b\u4e2d\uff0c\u53d8\u66f4\u6570\u636e\u6355\u83b7\u7b49\u73b0\u4ee3\u6280\u672f\u53ef\u4f7f\u4f20\u7edf\u5b58\u50a8\u548c\u65b0\u5b58\u50a8\u4fdd\u6301\u4e00\u81f4\uff0c\u4ece\u800c\u964d\u4f4e\u6570\u636e\u4e22\u5931\u7684\u98ce\u9669\u3002.<\/p>\n\n\n\n
\u6b65\u9aa4 6 \u51c6\u5907\u4e91\u5c31\u7eea\u6216\u4e3b\u6743\u5c31\u7eea\u64cd\u4f5c<\/h3>\n\n\n\n
\u5373\u4f7f\u94f6\u884c\u51b3\u5b9a\u5728\u5185\u90e8\u4fdd\u7559\u6838\u5fc3\u5de5\u4f5c\u8d1f\u8f7d\uff0c\u4e5f\u53ef\u4ee5\u4f7f\u7528\u5bb9\u5668\u3001\u57fa\u7840\u67b6\u6784\u5373\u4ee3\u7801\u548c\u81ea\u52a8\u90e8\u7f72\u7ba1\u9053\uff0c\u4ee5\u4e91\u5c31\u7eea\u7684\u65b9\u5f0f\u6784\u5efa\u5e94\u7528\u7a0b\u5e8f\u3002\u65e0\u8bba\u7cfb\u7edf\u5b9e\u9645\u8fd0\u884c\u5728\u4f55\u5904\uff0c\u8fd9\u79cd\u65b9\u6cd5\u90fd\u80fd\u63d0\u9ad8\u5f39\u6027\u548c\u8fd0\u8425\u6548\u7387\u3002.<\/p>\n\n\n\n
\u4e91\u8ba1\u7b97\u548c\u4e3b\u6743\u51c6\u5907\u7684\u4e3b\u8981\u8003\u8651\u56e0\u7d20\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u6b27\u6d32\u548c\u745e\u58eb\u7684\u6570\u636e\u9a7b\u7559\u8981\u6c42<\/li>\n\n\n\n
- \u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u7684\u79c1\u6709\u4e91\uff0c\u7528\u4e8e\u654f\u611f\u5de5\u4f5c\u8d1f\u8f7d<\/li>\n\n\n\n
- \u6c99\u76d2\u5206\u6790\u7b49\u975e\u5173\u952e\u5de5\u4f5c\u8d1f\u8f7d\u662f\u4e91\u6280\u672f\u7684\u5019\u9009\u8005<\/li>\n\n\n\n
- \u4e3b\u52a8\u53ef\u7528\u533a\uff0c\u63d0\u9ad8\u590d\u539f\u529b<\/li>\n\n\n\n
- \u81ea\u52a8\u6269\u5c55\u4ee5\u5e94\u5bf9\u9700\u6c42\u9ad8\u5cf0<\/li>\n<\/ul>\n\n\n\n
InvestGlass \u5728\u745e\u58eb\u7684\u6258\u7ba1\u65b9\u6848\u5c55\u793a\u4e86\u94f6\u884c\u5982\u4f55\u5c06\u73b0\u4ee3\u67b6\u6784\u4e0e\u4e25\u683c\u7684\u6570\u636e\u4fdd\u62a4\u76f8\u7ed3\u5408\uff0c\u5728\u5b9e\u73b0\u4e91\u8ba1\u7b97\u4f18\u52bf\u7684\u540c\u65f6\u4e0d\u635f\u5bb3\u745e\u58eb\u7684\u6570\u636e\u4e3b\u6743\u3002.<\/p>\n\n\n\n
\u6b65\u9aa4 7 \u4ece\u7b2c\u4e00\u5929\u8d77\u5c31\u5d4c\u5165\u5b89\u5168\u6027\u3001\u5408\u89c4\u6027\u548c\u53ef\u5ba1\u8ba1\u6027<\/h3>\n\n\n\n
\u6bcf\u4e00\u4e2a\u65b0\u7ec4\u4ef6\u90fd\u5fc5\u987b\u5177\u5907\u5b89\u5168\u529f\u80fd\uff0c\u5305\u62ec\u5f3a\u5927\u7684\u8eab\u4efd\u9a8c\u8bc1\u3001\u9759\u6001\u548c\u4f20\u8f93\u4e2d\u7684\u6570\u636e\u52a0\u5bc6\u4ee5\u53ca\u7cbe\u7ec6\u7684\u8bbf\u95ee\u63a7\u5236\u3002\u5728\u76d1\u7ba1\u4e25\u683c\u7684\u73af\u5883\u4e2d\uff0c\u76d1\u7ba1\u5408\u89c4\u6027\u51b3\u5b9a\u7740\u5e02\u573a\u51c6\u5165\uff0c\u8fd9\u5e76\u975e\u53ef\u6709\u53ef\u65e0\u3002.<\/p>\n\n\n\n
\u57fa\u672c\u5b89\u5168\u548c\u5408\u89c4\u63a7\u5236\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u5f3a\u5927\u7684\u591a\u56e0\u7d20\u8eab\u4efd\u9a8c\u8bc1<\/li>\n\n\n\n
- \u52a0\u5bc6\u7b26\u5408\u73b0\u884c\u6807\u51c6<\/li>\n\n\n\n
- \u57fa\u4e8e\u89d2\u8272\u7684\u7cbe\u7ec6\u8bbf\u95ee\u63a7\u5236<\/li>\n\n\n\n
- \u6301\u7eed\u76d1\u63a7\u548c SIEM \u5de5\u5177<\/li>\n\n\n\n
- \u81ea\u52a8\u5408\u89c4\u68c0\u67e5<\/li>\n<\/ul>\n\n\n\n
\u7279\u5b9a\u7684\u76d1\u7ba1\u6846\u67b6\uff08\u5982 GDPR\u3001FINMA \u901a\u544a\u548c PSD2\uff09\u5f71\u54cd\u7740\u65e5\u5fd7\u8bb0\u5f55\u3001\u540c\u610f\u7ba1\u7406\u548c\u4ea4\u6613\u76d1\u63a7\u7684\u8bbe\u8ba1\u3002\u5ba2\u6237\u901a\u4fe1\u3001\u6295\u8d44\u7ec4\u5408\u53d8\u66f4\u548c\u5165\u804c\u51b3\u7b56\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u53ef\u76f4\u63a5\u91c7\u96c6\u5230 InvestGlass \u7b49\u5e73\u53f0\u4e2d\uff0c\u4ee5\u534f\u52a9\u76d1\u7ba1\u673a\u6784\u548c\u5185\u90e8\u5ba1\u8ba1\u4eba\u5458\u3002.<\/p>\n\n\n\n
\u6b65\u9aa4 8 \u57f9\u8bad\u56e2\u961f\u5e76\u5b9e\u65bd\u6301\u7eed\u53d8\u9769<\/h3>\n\n\n\n
\u5ba2\u6237\u7ecf\u7406\u3001\u5206\u884c\u5458\u5de5\u3001\u540e\u53f0\u56e2\u961f\u548c\u5408\u89c4\u5b98\u5458\u90fd\u9700\u8981\u63a5\u53d7\u6709\u5173\u65b0\u95e8\u6237\u3001\u5de5\u4f5c\u6d41\u7a0b\u548c\u4eea\u8868\u677f\u7684\u57f9\u8bad\u3002\u73b0\u4ee3\u5316\u8fc7\u7a0b\u4e2d\u4eba\u7684\u56e0\u7d20\u5f80\u5f80\u51b3\u5b9a\u4e86\u6280\u672f\u8fdb\u6b65\u662f\u5426\u80fd\u8f6c\u5316\u4e3a\u5b9e\u9645\u7684\u4e1a\u52a1\u4ef7\u503c\u3002.<\/p>\n\n\n\n
\u6709\u6548\u7684\u57f9\u8bad\u65b9\u6cd5\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u5206\u9636\u6bb5\u57f9\u8bad\u8ba1\u5212\u4e0e\u63a8\u5e7f\u65f6\u95f4\u8868\u4fdd\u6301\u4e00\u81f4<\/li>\n\n\n\n
- \u81ea\u5b66\u6280\u80fd\u7684\u7535\u5b50\u5b66\u4e60\u6a21\u5757<\/li>\n\n\n\n
- \u8bd5\u70b9\u5206\u652f\u673a\u6784\u6216\u56e2\u961f\u8fdb\u884c\u65e9\u671f\u6d4b\u8bd5\u548c\u53cd\u9988<\/li>\n\n\n\n
- \u5e2e\u52a9\u540c\u884c\u9002\u5e94\u65b0\u5de5\u5177\u7684\u5e26\u5934\u4eba<\/li>\n\n\n\n
- \u66f4\u65b0\u4e86\u53cd\u6620\u6df7\u5408\u5806\u6808\u7684\u8fd0\u884c\u624b\u518c<\/li>\n<\/ul>\n\n\n\n
\u6301\u7eed\u6539\u8fdb\u7684\u6587\u5316\u548c\u6bcf\u6b21\u53d1\u5e03\u540e\u7684\u5b9a\u671f\u56de\u987e\u603b\u7ed3\u53ef\u4fdd\u6301\u53d1\u5c55\u52bf\u5934\uff0c\u9632\u6b62\u9000\u56de\u5230\u8fc7\u53bb\u7684\u624b\u5de5\u53d8\u901a\u65b9\u6cd5\u3002\u5458\u5de5\u7684\u4fe1\u5fc3\u4e0e\u8ba1\u5212\u7684\u6210\u529f\u76f4\u63a5\u76f8\u5173\u3002.<\/p>\n\n\n\n
\u73b0\u4ee3\u94f6\u884c\u67b6\u6784\u7684\u6280\u672f\u6784\u4ef6<\/h2>\n\n\n\n
\u73b0\u4ee3\u94f6\u884c\u7cfb\u7edf\u4f9d\u8d56\u4e8e\u4e00\u5957\u4e00\u81f4\u7684\u6280\u672f\u6784\u4ef6\uff0c\u8fd9\u4e9b\u6784\u4ef6\u76f8\u4e92\u914d\u5408\uff0c\u63d0\u4f9b\u7075\u6d3b\u6027\u3001\u53ef\u6269\u5c55\u6027\u548c\u5f39\u6027\u3002\u8fd9\u4e9b\u7ec4\u4ef6\u901a\u8fc7\u96c6\u6210\u5e73\u53f0\u3001\u961f\u5217\u548c\u6570\u636e\u865a\u62df\u5316\u5c42\u4e0e\u4f20\u7edf\u6838\u5fc3\u8fdb\u884c\u4ea4\u4e92\u3002.<\/p>\n\n\n\n
InvestGlass \u4e0e\u8fd9\u4e9b\u7ec4\u4ef6\u5e76\u80a9\u4f5c\u6218\uff0c\u5145\u5f53\u4e2d\u592e\u5ba2\u6237\u548c\u6d41\u7a0b\u4e2d\u5fc3\uff0c\u534f\u8c03\u5165\u804c\u3001KYC \u548c\u6295\u8d44\u7ec4\u5408\u5de5\u4f5c\u6d41\uff0c\u540c\u65f6\u8fde\u63a5\u5e95\u5c42\u94f6\u884c\u57fa\u7840\u8bbe\u65bd\u3002.<\/p>\n\n\n\n
\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u548c\u5fae\u670d\u52a1\u662f\u65b0\u7684\u96c6\u6210\u67b6\u6784<\/h3>\n\n\n\n
\u5e94\u7528\u7a0b\u5e8f\u7f16\u7a0b\u63a5\u53e3\u5df2\u6210\u4e3a\u5411\u5185\u90e8\u548c\u5916\u90e8\u5e94\u7528\u7a0b\u5e8f\u516c\u5f00\u7279\u5b9a\u94f6\u884c\u529f\u80fd\uff08\u5982\u8d26\u6237\u6570\u636e\u3001\u652f\u4ed8\u542f\u52a8\u6216\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\uff09\u7684\u4e3b\u8981\u65b9\u5f0f\u3002\u8fd9\u4ece\u6839\u672c\u4e0a\u6539\u53d8\u4e86\u4f20\u7edf\u5e73\u53f0\u4f7f\u7528\u7684\u4e13\u6709\u534f\u8bae\u3002.<\/p>\n\n\n\n
\u5fae\u670d\u52a1\u662f\u5c0f\u578b\u3001\u53ef\u72ec\u7acb\u90e8\u7f72\u7684\u670d\u52a1\uff0c\u4fa7\u91cd\u4e8e\u7279\u5b9a\u7684\u4e1a\u52a1\u529f\u80fd\uff0c\u5982\u652f\u4ed8\u6388\u6743\u6216 KYC \u68c0\u67e5\u3002\u94f6\u884c\u4f7f\u7528\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u7f51\u5173\u6765\u4fdd\u62a4\u548c\u7ba1\u7406\u8bbf\u95ee\uff0c\u6b27\u6d32\u7684\u5f00\u653e\u94f6\u884c\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u7b49\u6807\u51c6\u63a8\u52a8\u4e86\u6574\u4e2a\u91d1\u878d\u4e1a\u7684\u4e92\u64cd\u4f5c\u6027\u3002.<\/p>\n\n\n\n
\u5bf9\u94f6\u884c\u7684\u597d\u5904<\/strong><\/p>\n\n\n\n
- \n
- \u4f20\u7edf\u5185\u6838\u53ef\u7531\u670d\u52a1\u5c42\u5c01\u88c5<\/li>\n\n\n\n
- \u65b0\u6570\u5b57\u95e8\u6237\u7f51\u7ad9\u901a\u8fc7\u57fa\u4e8e JSON \u7684\u73b0\u4ee3\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u8fdb\u884c\u901a\u4fe1<\/li>\n\n\n\n
- \u5b9e\u65f6\u66f4\u65b0\u4f59\u989d\u7b49\u79fb\u52a8\u94f6\u884c\u529f\u80fd\u6210\u4e3a\u53ef\u80fd<\/li>\n\n\n\n
- \u6295\u8d44\u4eea\u8868\u677f\u53ef\u4ece\u591a\u4e2a\u6765\u6e90\u65e0\u7f1d\u63d0\u53d6\u6570\u636e<\/li>\n<\/ul>\n\n\n\n
\u6570\u636e\u5e73\u53f0\u548c\u5b9e\u65f6\u5206\u6790<\/h3>\n\n\n\n
\u4ece\u591c\u95f4\u6279\u91cf\u62a5\u544a\u5230\u8fd1\u4e4e\u5b9e\u65f6\u7684\u5206\u6790\uff0c\u94f6\u884c\u5229\u7528\u6570\u636e\u7684\u65b9\u5f0f\u53d1\u751f\u4e86\u91cd\u5927\u8f6c\u53d8\u3002\u6570\u636e\u6e56\u3001\u6e56\u623f\u548c\u6d41\u5f0f\u5e73\u53f0\u80fd\u591f\u63d0\u4f9b\u4ee5\u524d\u4f7f\u7528\u5b64\u7acb\u7684\u4f20\u7edf\u6570\u636e\u5e93\u65e0\u6cd5\u5b9e\u73b0\u7684\u6d1e\u5bdf\u529b\u3002.<\/p>\n\n\n\n
\u73b0\u4ee3\u6570\u636e\u5e73\u53f0\u5e26\u6765\u7684\u529f\u80fd\uff1a<\/strong><\/p>\n\n\n\n
\u80fd\u529b<\/p><\/th>
\u4e1a\u52a1\u5f71\u54cd<\/p><\/th><\/tr>
\u9ad8\u7ea7\u98ce\u9669\u6a21\u578b<\/p><\/td>
\u66f4\u597d\u7684\u98ce\u9669\u7ba1\u7406\u51b3\u7b56<\/p><\/td><\/tr>
\u5408\u89c4\u76d1\u6d4b<\/p><\/td>
\u79ef\u6781\u4e3b\u52a8\u5730\u9075\u5b88\u6cd5\u89c4<\/p><\/td><\/tr>
\u4e2a\u6027\u5316\u8425\u9500<\/p><\/td>
\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6<\/p><\/td><\/tr>
\u81ea\u52a8\u76d1\u7ba1\u62a5\u544a<\/p><\/td>
\u51cf\u5c11\u4eba\u5de5\u64cd\u4f5c<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
InvestGlass \u53ef\u4ee5\u4f7f\u7528\u5e76\u4e30\u5bcc\u6b64\u7c7b\u6570\u636e\uff0c\u4e3a\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u63d0\u4f9b\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u3001\u4e92\u52a8\u548c\u5408\u89c4\u72b6\u6001\u7684\u5b8c\u6574\u89c6\u56fe\u3002\u79c1\u4eba\u94f6\u884c\u53ef\u80fd\u4f1a\u5229\u7528\u6bcf\u65e5\u6295\u8d44\u7ec4\u5408\u5206\u6790\u6765\u89e6\u53d1\u6709\u5173\u96c6\u4e2d\u5934\u5bf8\u7684\u4e3b\u52a8\u54a8\u8be2\u7535\u8bdd\uff0c\u4ece\u800c\u5c55\u793a\u6570\u636e\u5982\u4f55\u63a8\u52a8\u66f4\u597d\u7684\u5ba2\u6237\u6210\u679c\u3002.<\/p>\n\n\n\n
\u4e91\u3001\u79c1\u6709\u4e91\u548c\u4e3b\u6743\u6258\u7ba1<\/h3>\n\n\n\n
\u4e86\u89e3\u516c\u5171\u4e91\u3001\u79c1\u6709\u4e91\u548c\u4e3b\u6743\u4e91\u4e4b\u95f4\u7684\u533a\u522b\u5bf9\u4e8e\u505a\u51fa\u660e\u667a\u7684\u67b6\u6784\u51b3\u7b56\u81f3\u5173\u91cd\u8981\u3002\u5bf9\u4e8e\u654f\u611f\u7684\u5de5\u4f5c\u8d1f\u8f7d\uff0c\u94f6\u884c\u901a\u5e38\u66f4\u503e\u5411\u4e8e\u9009\u62e9\u79c1\u6709\u4e91\u6216\u4e3b\u6743\u4e91\uff0c\u7279\u522b\u662f\u8003\u8651\u5230\u5bf9\u6570\u636e\u4f4d\u7f6e\u7684\u76d1\u7ba1\u5ba1\u67e5\u3002.<\/p>\n\n\n\n
\u4ece 2020 \u5e74\u8d77\uff0c\u745e\u58eb\u548c\u6b27\u76df\u7684\u76d1\u7ba1\u673a\u6784\u53d1\u5e03\u4e86\u6307\u5bfc\u610f\u89c1\uff0c\u660e\u786e\u4e86\u4e91\u63d0\u4f9b\u5546\u5fc5\u987b\u5982\u4f55\u5904\u7406\u94f6\u884c\u6570\u636e\u3002\u8fd9\u63d0\u9ad8\u4e86\u5728\u4e25\u683c\u6761\u4ef6\u4e0b\u91c7\u7528\u4e91\u6280\u672f\u7684\u8212\u9002\u5ea6\uff0c\u540c\u65f6\u52a0\u5f3a\u4e86\u6570\u636e\u4e3b\u6743\u7684\u91cd\u8981\u6027\u3002.<\/p>\n\n\n\n
\u6258\u7ba1\u9009\u62e9\u7684\u51b3\u7b56\u6807\u51c6\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u6570\u636e\u4f4d\u7f6e\u548c\u7ba1\u8f96\u8981\u6c42<\/li>\n\n\n\n
- \u5b9e\u65f6\u94f6\u884c\u670d\u52a1\u7684\u5ef6\u8fdf\u8981\u6c42<\/li>\n\n\n\n
- \u590d\u539f\u529b\u548c\u707e\u540e\u6062\u590d\u9700\u6c42<\/li>\n\n\n\n
- \u4f9b\u5e94\u5546\u96c6\u4e2d\u98ce\u9669<\/li>\n<\/ul>\n\n\n\n
InvestGlass \u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u6258\u7ba1\u670d\u52a1\uff0c\u4e5f\u63d0\u4f9b\u9884\u7f6e\u90e8\u7f72\u670d\u52a1\uff0c\u4e3a\u94f6\u884c\u5728\u5b9e\u73b0\u73b0\u4ee3\u5316\u7684\u540c\u65f6\u6ee1\u8db3\u6570\u636e\u4e3b\u6743\u8981\u6c42\u63d0\u4f9b\u4e86\u5177\u4f53\u9014\u5f84\u3002\u8fd9\u79cd\u7075\u6d3b\u6027\u5bf9\u4e8e\u57fa\u4e8e\u745e\u58eb\u4fdd\u5bc6\u6027\u548c\u63a7\u5236\u7684\u673a\u6784\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n
\u4f4e\u4ee3\u7801\u81ea\u52a8\u5316\u548c\u5de5\u4f5c\u6d41\u7a0b\u5f15\u64ce<\/h3>\n\n\n\n
\u4f4e\u4ee3\u7801\u5de5\u5177\u548c\u5de5\u4f5c\u6d41\u5f15\u64ce\u4f7f\u94f6\u884c\u65e0\u9700\u5927\u91cf\u5b9a\u5236\u7f16\u7801\u5373\u53ef\u5b9e\u73b0\u5165\u804c\u3001KYC \u5ba1\u67e5\u3001\u8d37\u6b3e\u5ba1\u6279\u548c\u6295\u8d44\u9002\u5f53\u6027\u68c0\u67e5\u7b49\u4e1a\u52a1\u6d41\u7a0b\u7684\u6570\u5b57\u5316\u548c\u81ea\u52a8\u5316\u3002\u8fd9\u51cf\u5c11\u4e86\u5bf9\u7a00\u7f3a\u5f00\u53d1\u8d44\u6e90\u7684\u4f9d\u8d56\u3002.<\/p>\n\n\n\n
\u5178\u578b\u7684\u4f4e\u4ee3\u7801\u7528\u4f8b<\/strong><\/p>\n\n\n\n
- \n
- \u6570\u5b57\u5165\u804c\u8868\u683c\u914d\u7f6e<\/li>\n\n\n\n
- \u8c03\u6574 KYC \u51b3\u7b56\u89c4\u5219<\/li>\n\n\n\n
- \u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\u4fee\u6539<\/li>\n\n\n\n
- \u6587\u4ef6\u6536\u96c6\u81ea\u52a8\u5316<\/li>\n\n\n\n
- E \u7b7e\u540d\u96c6\u6210<\/li>\n<\/ul>\n\n\n\n
InvestGlass \u5305\u62ec\u65e0\u4ee3\u7801\u548c\u4f4e\u4ee3\u7801\u5de5\u4f5c\u6d41\u7a0b\u529f\u80fd\uff0c\u53ef\u5728\u5355\u4e00\u5ba2\u6237\u65c5\u7a0b\u4e2d\u534f\u8c03\u8eab\u4efd\u9a8c\u8bc1\u3001\u6587\u4ef6\u6536\u96c6\u3001\u98ce\u9669\u8bc4\u5206\u548c\u7535\u5b50\u7b7e\u540d\u3002\u901a\u8fc7\u5c06\u8fd9\u4e9b\u4ee5\u524d\u7684\u4eba\u5de5\u6d41\u7a0b\u81ea\u52a8\u5316\uff0c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u53ef\u5c06\u5f00\u6237\u65f6\u95f4\u4ece\u6570\u5929\u7f29\u77ed\u81f3\u6570\u5c0f\u65f6\u3002.<\/p>\n\n\n\n
\u56f4\u7ed5\u6838\u5fc3\u5b9e\u73b0\u5ba2\u6237\u751f\u547d\u5468\u671f\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u73b0\u4ee3\u5316<\/h2>\n\n\n\n
\u73b0\u4ee3\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u662f\u73b0\u4ee3\u5316\u8fdb\u7a0b\u4e2d\u89c1\u6548\u6700\u5feb\u7684\u9879\u76ee\u4e4b\u4e00\uff0c\u56e0\u4e3a\u5b83\u80fd\u76f4\u63a5\u63d0\u9ad8\u6536\u5165\u3001\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u76d1\u7ba1\u5408\u89c4\u6027\uff0c\u540c\u65f6\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u4e0d\u5f71\u54cd\u6838\u5fc3\u4f1a\u8ba1\u5de5\u4f5c\u3002\u5728\u8bb8\u591a\u94f6\u884c\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u3001\u5165\u804c\u6d41\u7a0b\u548c\u6295\u8d44\u7ec4\u5408\u4fe1\u606f\u5206\u6563\u5728\u7535\u5b50\u8868\u683c\u3001\u7535\u5b50\u90ae\u4ef6\u3001\u4f20\u7edf\u524d\u53f0\u5de5\u5177\u548c\u4eba\u5de5\u6838\u5bf9\u8868\u4e2d\u3002.<\/p>\n\n\n\n
\u7edf\u4e00\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\u53ef\u521b\u5efa\u5355\u4e00\u7684\u5ba2\u6237\u89c6\u56fe\uff0c\u5e76\u534f\u8c03\u4ece\u9996\u6b21\u63a5\u89e6\u5230\u6301\u7eed\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\u7684\u6240\u6709\u4e92\u52a8\u3002InvestGlass \u662f\u4e13\u4e3a\u91d1\u878d\u673a\u6784\u6253\u9020\u7684\uff0c\u53ef\u901a\u8fc7\u5165\u804c\u3001KYC\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u8425\u9500\u548c\u5ba2\u6237\u95e8\u6237\u7684\u96c6\u6210\u5806\u6808\u53d6\u4ee3\u96f6\u6563\u7684\u5de5\u5177\u3002.<\/p>\n\n\n\n
\u6570\u5b57\u5316\u5165\u804c\u548c KYC \u4f5c\u4e3a\u65b0\u7684\u524d\u95e8<\/h3>\n\n\n\n
\u6570\u5b57\u5316\u5165\u804c\u5141\u8bb8\u5ba2\u6237\u4f7f\u7528\u7f51\u7edc\u6216\u79fb\u52a8\u65c5\u7a0b\u8fdc\u7a0b\u5f00\u59cb\u5173\u7cfb\uff0c\u4e0a\u4f20\u6587\u4ef6\uff0c\u56de\u7b54\u9002\u5408\u6027\u95ee\u9898\uff0c\u5e76\u4ee5\u7535\u5b50\u65b9\u5f0f\u7b7e\u7f72\u534f\u8bae\u3002\u5bf9\u4e8e\u4e0e\u65b0\u94f6\u884c\u7ade\u4e89\u7684\u4f20\u7edf\u94f6\u884c\u6765\u8bf4\uff0c\u8fd9\u4e00\u529f\u80fd\u5df2\u4ece \"\u4e0d\u9519 \"\u8f6c\u53d8\u4e3a \"\u5fc5\u4e0d\u53ef\u5c11\"\u3002.<\/p>\n\n\n\n
\u5fc5\u987b\u5c06 KYC\u3001\u53cd\u6d17\u94b1\u89c4\u5219\u548c\u6295\u8d44\u4ea7\u54c1\u9002\u7528\u6027\u4e49\u52a1\u7b49\u76d1\u7ba1\u6846\u67b6\u5d4c\u5165\u8fd9\u4e9b\u6d41\u7a0b\u3002InvestGlass \u5de5\u4f5c\u6d41\u7a0b\u5f15\u5bfc\u5ba2\u6237\u548c\u987e\u95ee\u5b8c\u6210\u6570\u636e\u91c7\u96c6\u3001\u7b5b\u9009\u3001\u98ce\u9669\u8bc4\u5206\u548c\u5ba1\u6279\uff0c\u540c\u65f6\u5728\u745e\u58eb\u6216\u524d\u63d0\u6761\u4ef6\u4e0b\u5b58\u50a8\u8bc1\u636e\u548c\u5ba1\u8ba1\u8ddf\u8e2a\u3002.<\/p>\n\n\n\n
\u94f6\u884c\u53ef\u4ee5\u671f\u5f85\u7684\u91cf\u5316\u6539\u8fdb\uff1a<\/strong><\/p>\n\n\n\n
\u516c\u5236<\/p><\/th>
\u5178\u578b\u6539\u8fdb<\/p><\/th><\/tr>
\u4e0a\u5c97\u65f6\u95f4<\/p><\/td>
\u6570\u5929\u81f3\u4e0d\u5230\u4e00\u5929<\/p><\/td><\/tr>
NIGO \u8d39\u7387<\/p><\/td>
\u663e\u8457\u51cf\u5c11<\/p><\/td><\/tr>
\u4eba\u5de5\u63a5\u89e6\u70b9<\/p><\/td>
\u51cf\u5c11 50% \u6216\u66f4\u591a<\/p><\/td><\/tr>
\u5408\u89c4\u6587\u4ef6<\/p><\/td>
100% \u81ea\u52a8\u91c7\u96c6<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
\u6570\u5b57\u5316\u5165\u804c\u5bf9\u4e8e\u5ba2\u6237\u548c\u5458\u5de5\u6765\u8bf4\u90fd\u662f\u4e00\u6b21\u663e\u800c\u6613\u89c1\u7684\u73b0\u4ee3\u5316\u6210\u529f\uff0c\u4f7f\u5176\u6210\u4e3a\u4e00\u9879\u5f3a\u6709\u529b\u7684\u65e9\u671f\u4e3e\u63aa\uff0c\u4e3a\u66f4\u5e7f\u6cdb\u7684\u8f6c\u578b\u63d0\u4f9b\u52a8\u529b\u3002.<\/p>\n\n\n\n
\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM<\/h3>\n\n\n\n
\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5de5\u5177\u5f80\u5f80\u4e0d\u9002\u5408\u76d1\u7ba1\u73af\u5883\uff0c\u7f3a\u4e4f\u8ddf\u8e2a\u6295\u8d44\u504f\u597d\u3001\u98ce\u9669\u72b6\u51b5\u548c\u76d1\u7ba1\u4e92\u52a8\u7684\u529f\u80fd\u3002\u94f6\u884c\u4e1a\u4e13\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5de5\u5177\u53ef\u5f25\u8865\u8fd9\u4e9b\u4e0d\u8db3\uff0c\u540c\u65f6\u652f\u6301\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u3002.<\/p>\n\n\n\n
InvestGlass \u5c06\u8054\u7cfb\u4eba\u7ba1\u7406\u3001\u673a\u4f1a\u8ddf\u8e2a\u3001\u5408\u89c4\u6807\u5fd7\u548c\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u6574\u5408\u5728\u4e00\u4e2a\u754c\u9762\u4e2d\u3002\u94f6\u884c\u53ef\u4ee5\u6839\u636e\u5185\u90e8\u653f\u7b56\u548c\u76d1\u7ba1\u9884\u671f\u914d\u7f6e\u7ec6\u5206\u3001\u8bc4\u5206\u548c\u5ba1\u67e5\u8fdb\u5ea6\uff0c\u800c\u4e0d\u662f\u5f3a\u5236\u91c7\u7528\u4eba\u5de5\u53d8\u901a\u529e\u6cd5\u3002.<\/p>\n\n\n\n
\u91cd\u8981\u7684\u96c6\u6210\u80fd\u529b<\/strong><\/p>\n\n\n\n
- \n
- \u6765\u81ea\u6838\u5fc3\u7cfb\u7edf\u7684\u5b9e\u65f6\u4f59\u989d<\/li>\n\n\n\n
- \u6258\u7ba1\u4eba\u63d0\u4f9b\u7684\u6301\u6709\u91cf\u548c\u4ea4\u6613\u6570\u636e<\/li>\n\n\n\n
- \u5f85\u5b8c\u6210\u7684\u5408\u89c4\u4efb\u52a1\u548c\u622a\u6b62\u65e5\u671f<\/li>\n\n\n\n
- \u5ba2\u6237\u6c9f\u901a\u5386\u53f2<\/li>\n<\/ul>\n\n\n\n
\u65e5\u5185\u74e6\u6216\u82cf\u9ece\u4e16\u7684\u79c1\u4eba\u94f6\u884c\u53ef\u4ee5\u5229\u7528\u8fd9\u6837\u4e00\u4e2a\u5e73\u53f0\uff0c\u4f7f\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5de5\u4f5c\u6d41\u7a0b\u4e0e MiFID II \u548c\u5f53\u5730\u9002\u5f53\u6027\u89c4\u5219\u4fdd\u6301\u4e00\u81f4\uff0c\u786e\u4fdd\u6574\u4e2a\u7ec4\u7ec7\u7684\u987e\u95ee\u884c\u4e3a\u4fdd\u6301\u4e00\u81f4\u3002.<\/p>\n\n\n\n
\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u54a8\u8be2\u81ea\u52a8\u5316<\/h3>\n\n\n\n
\u5728\u8bb8\u591a\u8d22\u5bcc\u94f6\u884c\u548c\u79c1\u4eba\u94f6\u884c\uff0c\u6295\u8d44\u7ec4\u5408\u6570\u636e\u5b58\u5728\u4e8e\u4e0d\u540c\u7684\u6838\u5fc3\u6295\u8d44\u7cfb\u7edf\u6216\u7535\u5b50\u8868\u683c\u4e2d\uff0c\u56e0\u6b64\u5f88\u96be\u63d0\u4f9b\u4e00\u81f4\u7684\u54a8\u8be2\u6d41\u7a0b\u548c\u62a5\u544a\u3002\u7efc\u5408\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u53ef\u89e3\u51b3\u8fd9\u79cd\u5206\u6563\u95ee\u9898\u3002.<\/p>\n\n\n\n
InvestGlass \u53ef\u4ee5\u96c6\u4e2d\u7ba1\u7406\u6301\u80a1\u3001\u4e1a\u7ee9\u3001\u6a21\u578b\u6295\u8d44\u7ec4\u5408\u548c\u518d\u5e73\u8861\uff0c\u540c\u65f6\u8fde\u63a5\u94f6\u884c\u6838\u5fc3\u6216\u6258\u7ba1\u673a\u6784\uff0c\u4f5c\u4e3a\u5934\u5bf8\u7684\u9ec4\u91d1\u6765\u6e90\u3002\u54a8\u8be2\u5de5\u4f5c\u6d41\u7a0b\u53ef\u81ea\u52a8\u8fdb\u884c\u9002\u5f53\u6027\u68c0\u67e5\u3001\u60c5\u666f\u5206\u6790\u548c\u5b9a\u671f\u5ba1\u67e5\uff0c\u901a\u8fc7\u6a21\u677f\u751f\u6210\u5ba2\u6237\u51c6\u5907\u597d\u7684\u62a5\u544a\uff0c\u800c\u65e0\u9700\u624b\u52a8\u7ec4\u88c5\u3002.<\/p>\n\n\n\n
\u5177\u4f53\u6210\u679c\u5305\u62ec<\/strong><\/p>\n\n\n\n
- \n
- \u66f4\u5feb\u5730\u51c6\u5907\u5ba2\u6237\u4f1a\u8bae<\/li>\n\n\n\n
- \u987e\u95ee\u6709\u66f4\u591a\u65f6\u95f4\u4e13\u6ce8\u4e8e\u9ad8\u4ef7\u503c\u5bf9\u8bdd<\/li>\n\n\n\n
- \u6240\u6709\u5efa\u8bae\u548c\u6295\u8d44\u7ec4\u5408\u53d8\u66f4\u7684\u5b8c\u6574\u5ba1\u8ba1\u8ddf\u8e2a<\/li>\n\n\n\n
- \u964d\u4f4e\u4eba\u5de5\u9519\u8bef\u5e26\u6765\u7684\u64cd\u4f5c\u98ce\u9669<\/li>\n<\/ul>\n\n\n\n
\u8425\u9500\u81ea\u52a8\u5316\u548c\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/h3>\n\n\n\n
\u73b0\u4ee3\u94f6\u884c\u5229\u7528\u8425\u9500\u81ea\u52a8\u5316\u5f00\u5c55\u5408\u89c4\u7684\u7ec6\u5206\u8425\u9500\u6d3b\u52a8\uff0c\u5c0a\u91cd\u6c9f\u901a\u504f\u597d\u548c\u6295\u8d44\u8005\u5206\u7c7b\u3002\u8fd9\u79cd\u529f\u80fd\u53ef\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\uff0c\u540c\u65f6\u652f\u6301\u6709\u5173\u9002\u5f53\u6c9f\u901a\u7684\u76d1\u7ba1\u8981\u6c42\u3002.<\/p>\n\n\n\n
InvestGlass \u53ef\u6839\u636e\u6295\u8d44\u7ec4\u5408\u4e8b\u4ef6\u3001\u751f\u6d3b\u4e8b\u4ef6\u6216\u52a0\u5165\u9636\u6bb5\u89e6\u53d1\u6d3b\u52a8\uff0c\u5e2e\u52a9\u94f6\u884c\u53ca\u65f6\u53d1\u9001\u76f8\u5173\u4fe1\u606f\u3002\u901a\u8fc7\u5ba2\u6237\u95e8\u6237\u548c\u79fb\u52a8\u754c\u9762\uff0c\u7ec8\u7aef\u5ba2\u6237\u53ef\u4ee5\u67e5\u770b\u81ea\u5df1\u7684\u6295\u8d44\u7ec4\u5408\u3001\u6587\u4ef6\u548c\u4fe1\u606f\uff0c\u5e76\u5728\u4e0d\u4f7f\u7528\u7535\u5b50\u90ae\u4ef6\u7684\u60c5\u51b5\u4e0b\u5b89\u5168\u5730\u63d0\u4ea4\u8bf7\u6c42\u3002.<\/p>\n\n\n\n
\u95e8\u6237\u7f51\u7ad9\u53ef\u4e3a\u7279\u5b9a\u4e1a\u52a1\u7ebf\u6216\u5916\u90e8\u5408\u4f5c\u4f19\u4f34\u6253\u9020\u54c1\u724c\uff0c\u652f\u6301\u72ec\u7acb\u987e\u95ee\u7f51\u7edc\u6216\u5177\u6709\u9002\u5f53\u6743\u9650\u63a7\u5236\u7684\u5916\u90e8\u8d44\u4ea7\u7ecf\u7406\u3002\u8fd9\u79cd\u7075\u6d3b\u6027\u5c06\u5ba2\u6237\u53c2\u4e0e\u4ece\u88ab\u52a8\u53cd\u5e94\u8f6c\u53d8\u4e3a\u4e3b\u52a8\u51fa\u51fb\u3002.<\/p>\n\n\n\n
\u73b0\u4ee3\u5316\u8fc7\u7a0b\u4e2d\u7684\u98ce\u9669\u7ba1\u7406\u3001\u5408\u89c4\u6027\u548c\u6570\u636e\u4e3b\u6743<\/h2>\n\n\n\n
\u745e\u58eb\u3001\u6b27\u76df\u548c\u5176\u4ed6\u5730\u533a\u7684\u76d1\u7ba1\u673a\u6784\u8d8a\u6765\u8d8a\u4e25\u683c\u5730\u5ba1\u67e5\u94f6\u884c\u73b0\u4ee3\u5316\u9879\u76ee\u4e2d\u7684\u6280\u672f\u98ce\u9669\u3001\u5916\u5305\u548c\u6570\u636e\u4fdd\u62a4\u3002\u7136\u800c\uff0c\u73b0\u4ee3\u5316\u5b9e\u9645\u4e0a\u662f\u4e00\u4e2a\u901a\u8fc7\u66f4\u597d\u7684\u6570\u636e\u3001\u81ea\u52a8\u5316\u548c\u5ba1\u8ba1\u8ddf\u8e2a\u6765\u52a0\u5f3a\u5408\u89c4\u6027\u548c\u98ce\u9669\u7ba1\u7406\u63a7\u5236\u7684\u673a\u4f1a\u3002.<\/p>\n\n\n\n
\u6570\u636e\u4e3b\u6743\u5bf9\u745e\u58eb\u673a\u6784\u5c24\u4e3a\u91cd\u8981\uff0c\u56e0\u4e3a\u6839\u636e\u7279\u5b9a\u7684\u76d1\u7ba1\u89c4\u5219\uff0c\u8fd9\u4e9b\u673a\u6784\u503e\u5411\u4e8e\u6216\u5fc5\u987b\u5c06\u5ba2\u6237\u6570\u636e\u4fdd\u5b58\u5728\u672c\u56fd\u5883\u5185\u3002\u4ece\u4e00\u5f00\u59cb\u5c31\u505a\u51fa\u6b63\u786e\u7684\u67b6\u6784\u51b3\u7b56\uff0c\u53ef\u4ee5\u907f\u514d\u65e5\u540e\u4ee3\u4ef7\u9ad8\u6602\u7684\u8865\u6551\u63aa\u65bd\u3002.<\/p>\n\n\n\n
\u76d1\u7ba1\u673a\u6784\u5bf9\u6280\u672f\u548c\u5916\u5305\u7684\u671f\u671b<\/h3>\n\n\n\n
FINMA \u548c\u6b27\u6d32\u592e\u884c\u7b49\u76d1\u7ba1\u673a\u6784\u81ea 2018 \u5e74\u5de6\u53f3\u8d77\u53d1\u5e03\u4e86\u6709\u5173\u5f39\u6027\u3001\u5916\u5305\u548c\u4e91\u4f7f\u7528\u7684\u901a\u77e5\u548c\u6307\u5357\u3002\u94f6\u884c\u5fc5\u987b\u5c55\u793a\u5bf9\u5176\u4f9b\u5e94\u94fe\u7684\u7406\u89e3\uff0c\u5305\u62ec\u6570\u636e\u4f4d\u7f6e\u3001\u5206\u5305\u5546\u548c\u5b89\u5168\u8d23\u4efb\u3002.<\/p>\n\n\n\n
\u9700\u8981\u89e3\u51b3\u7684\u76d1\u7ba1\u8981\u6c42\uff1a<\/strong><\/p>\n\n\n\n
\u8981\u6c42<\/p><\/th>
\u9700\u8981\u8bc1\u636e<\/p><\/th><\/tr>
\u4f9b\u5e94\u94fe\u900f\u660e\u5ea6<\/p><\/td>
\u8bb0\u5f55\u5728\u6848\u7684\u4f9b\u5e94\u5546\u5173\u7cfb<\/p><\/td><\/tr>
\u4e1a\u52a1\u8fde\u7eed\u6027<\/p><\/td>
\u7ecf\u8fc7\u6d4b\u8bd5\u7684\u6062\u590d\u8ba1\u5212<\/p><\/td><\/tr>
\u9000\u51fa\u6218\u7565<\/p><\/td>
\u4f9b\u5e94\u5546\u7ec8\u6b62\u5408\u540c\u5b89\u6392<\/p><\/td><\/tr>
\u6570\u636e\u9a7b\u7559<\/p><\/td>
\u6e05\u6670\u8bb0\u5f55\u6570\u636e\u4f4d\u7f6e<\/p><\/td><\/tr>
\u5ba1\u8ba1\u8ddf\u8e2a<\/p><\/td>
\u5168\u9762\u8bb0\u5f55\u548c\u4fdd\u5b58<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
\u9009\u62e9\u5177\u6709\u660e\u786e\u7684\u6570\u636e\u9a7b\u7559\u3001\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u548c\u53ef\u914d\u7f6e\u7684\u4fdd\u7559\u653f\u7b56\u7684\u5e73\u53f0\uff0c\u53ef\u4ee5\u5728\u73b0\u573a\u68c0\u67e5\u65f6\u66f4\u8f7b\u677e\u5730\u56de\u7b54\u76d1\u7ba1\u673a\u6784\u7684\u95ee\u9898\u3002.<\/p>\n\n\n\n
\u745e\u58eb\u6570\u636e\u4e3b\u6743\u548c\u9884\u7f6e\u9009\u9879<\/h3>\n\n\n\n
\u745e\u58eb\u6570\u636e\u4e3b\u6743\u662f\u6307\u51fa\u4e8e\u9690\u79c1\u3001\u6218\u7565\u548c\u58f0\u8a89\u65b9\u9762\u7684\u8003\u8651\uff0c\u5c06\u5ba2\u6237\u6570\u636e\u4fdd\u5b58\u5728\u745e\u58eb\u7ba1\u8f96\u8303\u56f4\u5185\u3002\u8fd9\u5bf9\u72ec\u7acb\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u3001\u5bb6\u65cf\u529e\u516c\u5ba4\u548c\u5dde\u94f6\u884c\u5c24\u4e3a\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u4eec\u9700\u8981\u5728\u745e\u58eb\u8fdb\u884c\u4fdd\u5bc6\u548c\u63a7\u5236\u3002.<\/p>\n\n\n\n
InvestGlass \u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u6258\u7ba1\u670d\u52a1\uff0c\u5e76\u53ef\u9009\u62e9\u5728\u5ba2\u6237\u81ea\u5df1\u7684\u6280\u672f\u57fa\u7840\u8bbe\u65bd\u4e2d\u8fdb\u884c\u73b0\u573a\u90e8\u7f72\uff0c\u4ece\u800c\u76f4\u63a5\u89e3\u51b3\u4e86\u8fd9\u4e00\u95ee\u9898\u3002\u8fd9\u79cd\u6a21\u5f0f\u4f7f\u673a\u6784\u80fd\u591f\u5b9e\u73b0\u6570\u5b57\u5316\u5165\u804c\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u7684\u73b0\u4ee3\u5316\uff0c\u800c\u65e0\u9700\u5c06\u654f\u611f\u7684\u91d1\u878d\u6570\u636e\u8f6c\u79fb\u5230\u56fd\u5916\u7684\u4e91\u533a\u57df\u3002.<\/p>\n\n\n\n
\u91cd\u8981\u7684\u662f\uff0c\u4e3b\u6743\u6258\u7ba1\u5e76\u4e0d\u610f\u5473\u7740\u653e\u5f03\u81ea\u52a8\u5316\u6216\u673a\u5668\u5b66\u4e60\u529f\u80fd\u3002\u6a21\u578b\u4ecd\u7136\u53ef\u4ee5\u5728\u745e\u58eb\u73af\u5883\u5185\u8fd0\u884c\uff0c\u94f6\u884c\u53ef\u4ee5\u83b7\u5f97\u73b0\u4ee3\u6280\u672f\u7684\u4f18\u52bf\uff0c\u540c\u65f6\u4fdd\u6301\u5b8c\u5168\u7684\u6570\u636e\u63a7\u5236\u3002.<\/p>\n\n\n\n
\u81ea\u52a8\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\u4e0e\u76d1\u7ba1\u79d1\u6280\u96c6\u6210<\/h3>\n\n\n\n
\u73b0\u4ee3\u5316\u901a\u8fc7\u8fde\u63a5\u5185\u90e8\u89c4\u5219\u5f15\u64ce\u548c\u5916\u90e8\u76d1\u7ba1\u6280\u672f\u63d0\u4f9b\u5546\uff0c\u5b9e\u73b0\u5bf9 KYC\u3001AML\u3001\u5236\u88c1\u7b5b\u67e5\u3001\u4ea4\u6613\u76d1\u63a7\u548c\u9002\u5f53\u6027\u7684\u81ea\u52a8\u68c0\u67e5\u3002\u8fd9\u79cd\u81ea\u52a8\u5316\u5c06\u5408\u89c4\u4ece\u624b\u52a8\u8d1f\u62c5\u8f6c\u53d8\u4e3a\u7b80\u5316\u6d41\u7a0b\u3002.<\/p>\n\n\n\n
InvestGlass \u5728\u4e00\u81f4\u3001\u53ef\u5ba1\u8ba1\u7684\u5de5\u4f5c\u6d41\u7a0b\u4e2d\u534f\u8c03\u8fd9\u4e9b\u68c0\u67e5\uff0c\u8bb0\u5f55\u6bcf\u4e2a\u5ba2\u6237\u548c\u4ea4\u6613\u7684\u51b3\u5b9a\u3001\u7406\u7531\u548c\u6279\u51c6\u3002\u53ef\u901a\u8fc7\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u4e0e\u4e13\u4e1a\u4f9b\u5e94\u5546\u96c6\u6210\uff0c\u8fdb\u884c\u7b5b\u9009\u6216\u98ce\u9669\u8bc4\u5206\uff0c\u540c\u65f6\u5c06\u5ba2\u6237\u4e3b\u6570\u636e\u4fdd\u7559\u5728\u4e3b\u6743\u8303\u56f4\u5185\u3002.<\/p>\n\n\n\n
\u5408\u89c4\u56e2\u961f\u7684\u4f18\u52bf<\/strong><\/p>\n\n\n\n
- \n
- \u57fa\u4e8e\u4eea\u8868\u677f\u7684\u76d1\u7763\u53d6\u4ee3\u4e86\u7535\u5b50\u8868\u683c\u8ddf\u8e2a<\/li>\n\n\n\n
- \u8b66\u62a5\u3001\u961f\u5217\u548c\u8001\u5316\u6307\u6807\u63d0\u4f9b\u53ef\u89c6\u6027<\/li>\n\n\n\n
- \u901a\u8fc7\u4e00\u81f4\u7684\u6d41\u7a0b\u964d\u4f4e\u76d1\u7ba1\u98ce\u9669<\/li>\n\n\n\n
- \u964d\u4f4e\u5458\u5de5\u75b2\u52b3\u5ea6\uff0c\u652f\u6301\u66f4\u9ad8\u8d28\u91cf\u7684\u51b3\u7b56<\/li>\n<\/ul>\n\n\n\n
InvestGlass \u5982\u4f55\u652f\u6301\u4f20\u7edf\u7cfb\u7edf\u73b0\u4ee3\u5316<\/h2>\n\n\n\n
InvestGlass \u65e8\u5728\u5bf9\u73b0\u6709\u94f6\u884c\u6838\u5fc3\u4e1a\u52a1\u8fdb\u884c\u8865\u5145\u548c\u73b0\u4ee3\u5316\u6539\u9020\uff0c\u800c\u4e0d\u662f\u53d6\u800c\u4ee3\u4e4b\u3002\u8be5\u5e73\u53f0\u662f\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u89e3\u51b3\u65b9\u6848\uff0c\u5c06\u6570\u5b57\u5165\u804c\u3001KYC\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u8425\u9500\u81ea\u52a8\u5316\u3001\u6587\u6863\u7ba1\u7406\u548c\u5ba2\u6237\u95e8\u6237\u6574\u5408\u5728\u4e00\u4e2a\u751f\u6001\u7cfb\u7edf\u4e2d\u3002.<\/p>\n\n\n\n
InvestGlass \u901a\u8fc7\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u6216\u5b89\u5168\u6587\u4ef6\u63a5\u53e3\u4e0e\u4f20\u7edf\u7cfb\u7edf\u96c6\u6210\uff0c\u5728\u6838\u5fc3\u8d26\u7c3f\u548c\u8bb0\u5f55\u4fdd\u6301\u7a33\u5b9a\u7684\u540c\u65f6\uff0c\u5145\u5f53\u73b0\u4ee3\u53c2\u4e0e\u548c\u6d41\u7a0b\u5c42\u3002\u8fd9\u4e00\u5b9a\u4f4d\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u6570\u5b57\u5316\u8f6c\u578b\u7684\u94f6\u884c\u7684\u7406\u60f3\u5408\u4f5c\u4f19\u4f34\uff0c\u800c\u65e0\u9700\u627f\u62c5\u5168\u9762\u66f4\u6362\u7cfb\u7edf\u7684\u98ce\u9669\u3002.<\/p>\n\n\n\n
\u4e0e\u4f20\u7edf\u5185\u6838\u548c\u6258\u7ba1\u673a\u6784\u7684\u96c6\u6210\u6a21\u5f0f<\/h3>\n\n\n\n
InvestGlass \u53ef\u6839\u636e\u94f6\u884c\u73af\u5883\uff0c\u4f7f\u7528\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u3001\u5b89\u5168\u6587\u4ef6\u4ea4\u6362\u6216\u6d88\u606f\u961f\u5217\u8fde\u63a5\u5230\u57fa\u4e8e\u5927\u578b\u673a\u7684\u6838\u5fc3\u3001\u6295\u8d44\u7ec4\u5408\u4f1a\u8ba1\u7cfb\u7edf\u548c\u5916\u90e8\u6258\u7ba1\u673a\u6784\u3002.<\/p>\n\n\n\n
\u5178\u578b\u6570\u636e\u6d41\uff1a<\/strong><\/p>\n\n\n\n
\u65b9\u5411<\/p><\/th>
\u6570\u636e\u7c7b\u578b<\/p><\/th>
\u76ee\u7684<\/p><\/th><\/tr>
\u5165\u5883<\/p><\/td>
\u6bcf\u65e5\u5934\u5bf8\u548c\u4ea4\u6613<\/p><\/td>
\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u548c\u5206\u6790<\/p><\/td><\/tr>
\u5165\u5883<\/p><\/td>
\u9759\u6001\u5ba2\u6237\u6570\u636e<\/p><\/td>
\u4e30\u5bcc\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/p><\/td><\/tr>
\u51fa\u5883<\/p><\/td>
\u65b0\u8d26\u6237\u7533\u8bf7<\/p><\/td>
\u5f00\u6237\u81ea\u52a8\u5316<\/p><\/td><\/tr>
\u51fa\u5883<\/p><\/td>
\u66f4\u65b0\u5ba2\u6237\u6570\u636e<\/p><\/td>
\u6838\u5fc3\u7cfb\u7edf\u540c\u6b65<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
\u8be5\u5e73\u53f0\u652f\u6301\u745e\u58eb\u548c\u6b27\u6d32\u72ec\u7acb\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u5e38\u89c1\u7684\u591a\u6258\u7ba1\u4eba\u67b6\u6784\u3002\u96c6\u6210\u901a\u5e38\u662f\u5206\u9636\u6bb5\u8fdb\u884c\u7684\uff0c\u4ece\u4ec5\u67e5\u770b\u6570\u636e\u5f00\u59cb\uff0c\u5230\u5efa\u7acb\u4fe1\u4efb\u540e\u7684\u5168\u9762\u53cc\u5411\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n
InvestGlass \u7684\u5178\u578b\u5b9e\u65bd\u8fc7\u7a0b<\/h3>\n\n\n\n
\u73b0\u5b9e\u7684\u5b9e\u65bd\u65f6\u95f4\u8de8\u5ea6\u4e3a 3 \u81f3 6 \u4e2a\u6708\uff0c\u521d\u59cb\u90e8\u7f72\u5305\u62ec\u5165\u804c\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u57fa\u672c\u62a5\u544a\uff0c\u7136\u540e\u8fdb\u4e00\u6b65\u90e8\u7f72\u9ad8\u7ea7\u7ec4\u5408\u529f\u80fd\u548c\u81ea\u52a8\u5316\u3002.<\/p>\n\n\n\n
\u9879\u76ee\u9636\u6bb5\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u53d1\u73b0\u548c\u6536\u96c6\u9700\u6c42<\/li>\n\n\n\n
- \u914d\u7f6e\u7814\u8ba8\u4f1a\uff0c\u4f7f\u5e73\u53f0\u4e0e\u6d41\u7a0b\u4fdd\u6301\u4e00\u81f4<\/li>\n\n\n\n
- \u4e0e\u73b0\u6709\u7cfb\u7edf\u7684\u96c6\u6210\u8bbe\u7f6e<\/li>\n\n\n\n
- \u5bf9\u6240\u6709\u53d7\u5f71\u54cd\u7684\u5de5\u4f5c\u4eba\u5458\u8fdb\u884c\u7528\u6237\u57f9\u8bad<\/li>\n\n\n\n
- \u4e0e\u9009\u5b9a\u7684\u4e1a\u52a1\u90e8\u95e8\u8bd5\u70b9\u542f\u52a8<\/li>\n\n\n\n
- \u5728\u6574\u4e2a\u7ec4\u7ec7\u66f4\u5e7f\u6cdb\u5730\u63a8\u5e7f<\/li>\n<\/ol>\n\n\n\n
\u7531\u4e8e InvestGlass \u662f\u53ef\u914d\u7f6e\u7684\uff0c\u800c\u975e\u5b9a\u5236\u7f16\u7801\uff0c\u56e0\u6b64\u65e0\u9700\u6f2b\u957f\u7684\u5f00\u53d1\u5468\u671f\u5373\u53ef\u4ea4\u4ed8\u65b0\u8868\u5355\u3001\u5de5\u4f5c\u6d41\u548c\u62a5\u544a\u7b49\u8bb8\u591a\u53d8\u66f4\u3002\u94f6\u884c\u53ef\u4ee5\u4ece\u4e00\u4e2a\u4e1a\u52a1\u90e8\u95e8\u5f00\u59cb\uff0c\u9010\u6b65\u6269\u5c55\u5230\u5176\u4ed6\u90e8\u95e8\u548c\u5730\u533a\u3002\u4e00\u5bb6\u6b27\u6d32\u79c1\u4eba\u94f6\u884c\u5728\u7b2c\u4e00\u9636\u6bb5\u5b9e\u65bd\u540e\uff0c\u5c06\u4eba\u5de5\u5165\u804c\u6b65\u9aa4\u51cf\u5c11\u4e86\u4e00\u534a\u4ee5\u4e0a\u3002.<\/p>\n\n\n\n
\u5ba2\u6237\u53d6\u5f97\u7684\u4e1a\u52a1\u6210\u679c<\/h3>\n\n\n\n
\u5ba2\u6237\u901a\u5e38\u901a\u8fc7\u5b9e\u65bd InvestGlass \u53d6\u5f97\u5177\u4f53\u3001\u53ef\u91cf\u5316\u7684\u6210\u679c\uff1a<\/p>\n\n\n\n
\u4e1a\u52a1\u6539\u8fdb\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u4e0a\u5c97\u65f6\u95f4\u4ece\u6570\u5929\u7f29\u77ed\u81f3\u6570\u5c0f\u65f6<\/li>\n\n\n\n
- \u51cf\u5c11\u5ba2\u6237\u6d41\u7a0b\u4e2d\u7684\u4eba\u5de5\u63a5\u89e6\u70b9<\/li>\n\n\n\n
- \u63d0\u9ad8\u5ba2\u6237\u8bb0\u5f55\u7684\u6570\u636e\u8d28\u91cf<\/li>\n\n\n\n
- \u63d0\u9ad8\u5173\u7cfb\u7ecf\u7406\u7684\u5de5\u4f5c\u6548\u7387<\/li>\n<\/ul>\n\n\n\n
\u5408\u89c4\u6548\u76ca\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u5177\u6709\u5b8c\u6574\u6587\u4ef6\u7684 KYC \u6587\u4ef6\u66f4\u52a0\u4e00\u81f4<\/li>\n\n\n\n
- \u5b9a\u671f\u5ba1\u67e5\u81ea\u52a8\u63d0\u9192<\/li>\n\n\n\n
- \u5b58\u50a8\u5728\u745e\u58eb\u7684\u53ef\u5ba1\u8ba1\u8bb0\u5f55<\/li>\n<\/ul>\n\n\n\n
\u5ba2\u6237\u53c2\u4e0e\u5ea6\u63d0\u9ad8\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u7ec8\u7aef\u5ba2\u6237\u66f4\u591a\u91c7\u7528\u95e8\u6237\u7f51\u7ad9<\/li>\n\n\n\n
- \u66f4\u597d\u5730\u54cd\u5e94\u6709\u9488\u5bf9\u6027\u7684\u6d3b\u52a8<\/li>\n\n\n\n
- \u66f4\u53ca\u65f6\u7684\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\u548c\u6c9f\u901a<\/li>\n<\/ul>\n\n\n\n
\u7531\u4e8e\u987e\u95ee\u3001\u5408\u89c4\u548c\u8fd0\u8425\u56e2\u961f\u53ef\u5728 InvestGlass \u4e2d\u5171\u4eab\u6bcf\u4e2a\u5ba2\u6237\u7684\u6700\u65b0\u4fe1\u606f\uff0c\u56e0\u6b64\u5185\u90e8\u534f\u4f5c\u5f97\u4ee5\u6539\u5584\u3002.<\/p>\n\n\n\n
\u73b0\u4ee3\u5316\u540e\u7684\u6301\u7eed\u6539\u8fdb\u548c\u9762\u5411\u672a\u6765<\/h2>\n\n\n\n
\u73b0\u4ee3\u5316\u4e0d\u662f\u4e00\u4e2a\u4e00\u6b21\u6027\u7684\u9879\u76ee\uff0c\u800c\u662f\u4e00\u4e2a\u4e0d\u65ad\u5b8c\u5584\u7684\u8fc7\u7a0b\u3002\u5230 20 \u4e16\u7eaa 20 \u5e74\u4ee3\u672b\uff0c\u6cd5\u89c4\u3001\u5ba2\u6237\u671f\u671b\u548c\u6280\u672f\u8d8b\u52bf\u4ecd\u5728\u4e0d\u65ad\u6f14\u53d8\uff0c\u94f6\u884c\u5fc5\u987b\u5efa\u7acb\u6301\u7eed\u9002\u5e94\u7684\u80fd\u529b\u3002.<\/p>\n\n\n\n
\u4e00\u65e6\u94f6\u884c\u62e5\u6709\u4e86\u73b0\u4ee3\u5316\u7684\u53c2\u4e0e\u548c\u6570\u636e\u5c42\uff0c\u5c31\u53ef\u4ee5\u5feb\u901f\u8fed\u4ee3\u5ba2\u6237\u65c5\u7a0b\u3001\u4ea7\u54c1\u548c\u5206\u6790\uff0c\u800c\u65e0\u9700\u6bcf\u5e74\u91cd\u65b0\u5ba1\u89c6\u6838\u5fc3\u8fc1\u79fb\u51b3\u7b56\u3002InvestGlass \u7b49\u5e73\u53f0\u901a\u8fc7\u914d\u7f6e\u5de5\u5177\u3001\u5b9a\u671f\u529f\u80fd\u66f4\u65b0\u4ee5\u53ca\u4e0e\u76d1\u7ba1\u8d8b\u52bf\u7684\u5bc6\u5207\u914d\u5408\uff0c\u652f\u6301\u8fd9\u79cd\u6301\u7eed\u6f14\u8fdb\u3002.<\/p>\n\n\n\n
\u94f6\u884c\u5e94\u4ece\u957f\u8fdc\u89d2\u5ea6\u8003\u8651\u95ee\u9898\uff1a\u660e\u5e74\u3001\u672a\u6765\u4e09\u5e74\u548c\u672a\u6765\u5341\u5e74\u4f1a\u6709\u54ea\u4e9b\u6539\u5584\u3002.<\/p>\n\n\n\n
\u5b9a\u4e49\u548c\u8ddf\u8e2a\u73b0\u4ee3\u5316\u6210\u529f\u6307\u6807<\/h3>\n\n\n\n
\u94f6\u884c\u5e94\u5728\u6bcf\u6b21\u73b0\u4ee3\u5316\u6d6a\u6f6e\u540e\u76d1\u6d4b\u5173\u952e\u7ee9\u6548\u6307\u6807\uff0c\u4ee5\u786e\u4fdd\u6295\u8d44\u5b9e\u73b0\u9884\u671f\u56de\u62a5\uff0c\u5e76\u786e\u5b9a\u9700\u8981\u8fdb\u4e00\u6b65\u6539\u8fdb\u7684\u9886\u57df\u3002.<\/p>\n\n\n\n
\u63a8\u8350\u6307\u6807\uff1a<\/strong><\/p>\n\n\n\n
\u7c7b\u522b<\/p><\/th>
\u5173\u952e\u7ee9\u6548\u6307\u6807<\/p><\/th><\/tr>
\u7cfb\u7edf\u5065\u5eb7<\/p><\/td>
\u6b63\u5e38\u8fd0\u884c\u65f6\u95f4\u3001\u4e8b\u6545\u9891\u7387<\/p><\/td><\/tr>
\u5de5\u827a\u6548\u7387<\/p><\/td>
\u4e0a\u5c97\u5468\u671f\u65f6\u95f4\u3001STP \u7387<\/p><\/td><\/tr>
\u5bf9\u5ba2\u6237\u7684\u5f71\u54cd<\/p><\/td>
\u5ba2\u6237\u6ee1\u610f\u5ea6\u3001NPS \u5206\u6570<\/p><\/td><\/tr>
\u4e1a\u52a1<\/p><\/td>
\u4eba\u5de5\u4ea4\u63a5\u3001\u5408\u89c4\u68c0\u67e5\u65f6\u95f4<\/p><\/td><\/tr>
\u5546\u4e1a<\/p><\/td>
\u65b0\u4ea7\u54c1\u53d1\u5e03\u901f\u5ea6\u548c\u6536\u5165\u589e\u957f<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
InvestGlass \u4e3a\u5176\u534f\u8c03\u7684\u6d41\u7a0b\u63d0\u4f9b\u4e86\u8bb8\u591a\u6b64\u7c7b\u6307\u6807\uff0c\u4f7f\u5176\u66f4\u6613\u4e8e\u8861\u91cf\u5f71\u54cd\uff0c\u800c\u65e0\u9700\u5f00\u5c55\u7e41\u91cd\u7684\u62a5\u544a\u9879\u76ee\u3002\u94f6\u884c\u5e94\u9009\u62e9\u4e00\u5957\u4e0e\u6218\u7565\u76ee\u6807\u76f8\u4e00\u81f4\u7684\u91cd\u70b9\u6307\u6807\uff0c\u800c\u4e0d\u662f\u8ddf\u8e2a\u6240\u6709\u6307\u6807\u3002.<\/p>\n\n\n\n
\u4e3a\u4eba\u5de5\u667a\u80fd\u548c\u9ad8\u7ea7\u4e2a\u6027\u5316\u505a\u597d\u51c6\u5907<\/h3>\n\n\n\n
\u4e00\u65e6\u96c6\u4e2d\u4e86\u6570\u636e\u548c\u5185\u90e8\u6d41\u7a0b\uff0c\u94f6\u884c\u5c31\u53ef\u4ee5\u5b89\u5168\u5730\u5c1d\u8bd5\u4f7f\u7528\u4eba\u5de5\u667a\u80fd\u6765\u5b8c\u6210\u6587\u4ef6\u5206\u6790\u3001\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8\u5efa\u8bae\u548c\u9884\u6d4b\u6027\u98ce\u9669\u8b66\u62a5\u7b49\u4efb\u52a1\u3002\u673a\u5668\u5b66\u4e60\u4e3a\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u8fd0\u8425\u6548\u7387\u5e26\u6765\u4e86\u65b0\u7684\u53ef\u80fd\u6027\u3002.<\/p>\n\n\n\n
\u91c7\u7528\u4eba\u5de5\u667a\u80fd\u7684\u8003\u8651\u56e0\u7d20\uff1a<\/strong><\/p>\n\n\n\n
- \n
- \u76d1\u7ba1\u673a\u6784\u5bf9\u53ef\u89e3\u91ca\u6027\u7684\u671f\u671b<\/li>\n\n\n\n
- \u5bf9\u5f71\u54cd\u5ba2\u6237\u51b3\u7b56\u7684\u4eba\u5de5\u76d1\u7763\u8981\u6c42<\/li>\n\n\n\n
- \u4f7f\u7528\u4eba\u5de5\u667a\u80fd\u7684\u5185\u90e8\u6307\u5bfc\u65b9\u9488\u548c\u9053\u5fb7\u539f\u5219<\/li>\n\n\n\n
- \u53ef\u9760\u6a21\u578b\u6240\u9700\u7684\u6570\u636e\u8d28\u91cf\u57fa\u7840<\/li>\n<\/ul>\n\n\n\n
InvestGlass \u4ee5\u53ef\u63a7\u7684\u65b9\u5f0f\u6574\u5408\u4e86\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5de5\u5177\uff0c\u4f8b\u5982\u6839\u636e\u5ba2\u6237\u884c\u4e3a\u5411\u987e\u95ee\u5efa\u8bae\u540e\u7eed\u884c\u52a8\uff0c\u540c\u65f6\u5c06\u6700\u7ec8\u51b3\u7b56\u7559\u7ed9\u4eba\u5de5\u3002\u4eba\u5de5\u667a\u80fd\u7684\u6210\u529f\u53d6\u51b3\u4e8e\u672c\u6587\u6240\u8ff0\u7684\u575a\u5b9e\u7684\u6570\u636e\u548c\u6d41\u7a0b\u57fa\u7840\uff0c\u56e0\u6b64\u73b0\u4ee3\u5316\u662f\u5b9e\u73b0\u9ad8\u7ea7\u529f\u80fd\u7684\u5148\u51b3\u6761\u4ef6\u3002.<\/p>\n\n\n\n
\u6709\u5173\u4f20\u7edf\u94f6\u884c\u7cfb\u7edf\u73b0\u4ee3\u5316\u7684\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n
\u4f20\u7edf\u94f6\u884c\u7cfb\u7edf\u73b0\u4ee3\u5316\u4e00\u822c\u9700\u8981\u591a\u957f\u65f6\u95f4<\/h3>\n\n\n\n
\u65f6\u95f4\u5b89\u6392\u56e0\u8303\u56f4\u548c\u65b9\u6cd5\u800c\u5f02\uff0c\u4f46\u8bb8\u591a\u94f6\u884c\u4f1a\u5728\u4e24\u5230\u4e94\u5e74\u5185\u5206\u9636\u6bb5\u5b9e\u65bd\u73b0\u4ee3\u5316\u8ba1\u5212\u3002\u5728\u6700\u521d\u7684\u516d\u5230\u5341\u4e8c\u4e2a\u6708\u5185\uff0c\u5c31\u53ef\u4ee5\u53d6\u5f97\u660e\u663e\u7684\u6210\u6548\uff0c\u5982\u6570\u5b57\u5316\u5165\u804c\u6216\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6539\u8fdb\u3002\u5168\u9762\u66ff\u6362\u6838\u5fc3\u901a\u5e38\u9700\u8981\u6570\u5e74\u65f6\u95f4\uff0c\u800c\u5728\u73b0\u6709\u6838\u5fc3\u5468\u56f4\u521b\u5efa\u4e00\u4e2a\u73b0\u4ee3\u5316\u7684\u53c2\u4e0e\u548c\u6d41\u7a0b\u5c42\uff0c\u901f\u5ea6\u4f1a\u66f4\u5feb\uff0c\u98ce\u9669\u4e5f\u66f4\u5c0f\u3002InvestGlass \u7684\u5165\u804c\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u95e8\u6237\u529f\u80fd\u9879\u76ee\u901a\u5e38\u53ef\u5728\u51e0\u4e2a\u6708\u5185\u4ea4\u4ed8\u521d\u59cb\u751f\u4ea7\u4f7f\u7528\uff0c\u5177\u4f53\u53d6\u51b3\u4e8e\u96c6\u6210\u8303\u56f4\u548c\u5185\u90e8\u8d44\u6e90\u3002\u4ece\u8303\u56f4\u660e\u786e\u7684\u9636\u6bb5\u5f00\u59cb\uff0c\u6709\u52a9\u4e8e\u5728\u8f83\u957f\u7684\u8f6c\u578b\u8fc7\u7a0b\u4e2d\u4fdd\u6301\u53d1\u5c55\u52bf\u5934\u548c\u5229\u76ca\u76f8\u5173\u8005\u7684\u652f\u6301\u3002.<\/p>\n\n\n\n
\u94f6\u884c\u5982\u4f55\u4f30\u7b97\u4f20\u7edf\u7cfb\u7edf\u73b0\u4ee3\u5316\u7684\u6210\u672c<\/h3>\n\n\n\n
\u6210\u672c\u4f30\u7b97\u5e94\u8003\u8651\u591a\u4e2a\u65b9\u9762\uff0c\u5305\u62ec\u8f6f\u4ef6\u8bb8\u53ef\u8bc1\u6216\u8ba2\u9605\u3001\u96c6\u6210\u5de5\u4f5c\u3001\u5185\u90e8\u5458\u5de5\u65f6\u95f4\u3001\u57f9\u8bad\u3001\u6570\u636e\u8fc1\u79fb\u4ee5\u53ca\u6f5c\u5728\u7684\u9000\u5f79\u8282\u7ea6\u3002\u94f6\u884c\u5e94\u4ece\u53d1\u73b0\u9636\u6bb5\u5f00\u59cb\uff0c\u7ed8\u5236\u5f53\u524d\u7684\u7cfb\u7edf\u548c\u6d41\u7a0b\u56fe\uff0c\u8fd9\u6709\u52a9\u4e8e\u6839\u636e\u9009\u5b9a\u7684\u73b0\u4ee3\u5316\u6218\u7565\u8fdb\u884c\u66f4\u51c6\u786e\u7684\u9884\u7b97\u9884\u6d4b\u3002\u4f7f\u7528 InvestGlass \u7b49\u53ef\u914d\u7f6e\u7684 SaaS \u5e73\u53f0\u6765\u5b9e\u73b0\u5ba2\u6237\u751f\u547d\u5468\u671f\u529f\u80fd\uff0c\u4e0e\u5728\u5185\u90e8\u6784\u5efa\u6240\u6709\u529f\u80fd\u76f8\u6bd4\uff0c\u53ef\u964d\u4f4e\u5b9a\u5236\u5f00\u53d1\u6210\u672c\u3002\u94f6\u884c\u8fd8\u5e94\u4ece\u51cf\u5c11\u4eba\u5de5\u64cd\u4f5c\u3001\u964d\u4f4e\u5bf9\u4f20\u7edf\u6280\u672f\u7684\u7ef4\u62a4\u4ee5\u53ca\u51cf\u5c11\u4e8b\u6545\u7b49\u65b9\u9762\u6a21\u62df\u957f\u671f\u8fd0\u8425\u8282\u7ea6\u3002\u73b0\u4ee3\u5316\u5e94\u88ab\u89c6\u4e3a\u4e00\u9879\u91cd\u5927\u6295\u8d44\uff0c\u6295\u8d44\u56de\u62a5\u671f\u4e3a\u4e09\u81f3\u4e03\u5e74\uff0c\u800c\u4e0d\u662f\u4e00\u6b21\u6027\u652f\u51fa\u3002.<\/p>\n\n\n\n
\u662f\u5426\u6709\u53ef\u80fd\u5728\u4e0d\u8fc1\u79fb\u5230\u516c\u5171\u4e91\u7684\u60c5\u51b5\u4e0b\u5b9e\u73b0\u4f20\u7edf\u94f6\u884c\u7cfb\u7edf\u7684\u73b0\u4ee3\u5316\uff1f<\/h3>\n\n\n\n
\u662f\u7684\uff0c\u53ea\u8981\u67b6\u6784\u91c7\u7528 API\u3001\u5fae\u670d\u52a1\u548c\u81ea\u52a8\u5316\u7b49\u73b0\u4ee3\u505a\u6cd5\uff0c\u94f6\u884c\u5c31\u80fd\u5728\u5b9e\u73b0\u73b0\u4ee3\u5316\u7684\u540c\u65f6\uff0c\u5c06\u654f\u611f\u5de5\u4f5c\u8d1f\u8f7d\u4fdd\u7559\u5728\u79c1\u6709\u6570\u636e\u4e2d\u5fc3\u6216\u4e3b\u6743\u4e91\u4e2d\u3002\u8bb8\u591a\u6b27\u6d32\u548c\u745e\u58eb\u673a\u6784\u9009\u62e9\u4e86\u6df7\u5408\u6a21\u5f0f\uff0c\u5728\u79c1\u6709\u4e91\u6216\u4e3b\u6743\u4e91\u4e2d\u8fd0\u884c\u9762\u5411\u5ba2\u6237\u7684\u5e73\u53f0\u548c\u5206\u6790\uff0c\u5728\u5185\u90e8\u6216\u4e25\u683c\u63a7\u5236\u7684\u73af\u5883\u4e2d\u8fd0\u884c\u6838\u5fc3\u3002InvestGlass \u65e2\u652f\u6301\u745e\u58eb\u6258\u7ba1\u7684 SaaS\uff0c\u4e5f\u652f\u6301\u5b8c\u5168\u7684\u9884\u7f6e\u90e8\u7f72\uff0c\u5373\u4f7f\u673a\u6784\u6709\u4e25\u683c\u7684\u4e91\u653f\u7b56\uff0c\u4e5f\u80fd\u5b9e\u73b0\u73b0\u4ee3\u5316\u3002\u5173\u952e\u662f\u8981\u5c06\u67b6\u6784\u73b0\u4ee3\u5316\u4e0e\u4e91\u63d0\u4f9b\u5546\u7684\u9009\u62e9\u5206\u5f00\uff0c\u5c06\u4e24\u8005\u89c6\u4e3a\u76f8\u5173\u4f46\u4e0d\u540c\u7684\u51b3\u7b56\u3002.<\/p>\n\n\n\n
\u5728\u73b0\u4ee3\u5316\u8fc7\u7a0b\u4e2d\uff0c\u6211\u4eec\u5982\u4f55\u7ba1\u7406\u5458\u5de5\u548c\u5ba2\u6237\u7684\u53d8\u5316<\/h3>\n\n\n\n
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In 2024 and 2025, banks can no longer delay core modernization, as legacy platforms still consume more than half of IT budgets and block true digital onboarding, instant payments, and AI driven services. Modernization does not have to mean risky big bang replacement; banks can wrap cores with APIs, move selected workloads to private cloud, […]<\/p>\n","protected":false},"author":1,"featured_media":29251,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,95],"class_list":["post-49104","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-wealth-management"],"yoast_head":"\n
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