{"id":49122,"date":"2026-02-16T09:00:00","date_gmt":"2026-02-16T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49122"},"modified":"2026-02-17T05:41:56","modified_gmt":"2026-02-17T04:41:56","slug":"%e5%a6%82%e4%bd%95%e5%88%a9%e7%94%a8-crm-%e6%95%b0%e6%8d%ae%e5%81%9a%e5%87%ba%e6%9b%b4%e5%a5%bd%e7%9a%84%e8%b4%a2%e5%8a%a1%e5%86%b3%e7%ad%96","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-use-crm-data-for-better-financial-decisions\/","title":{"rendered":"\u5982\u4f55\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u505a\u51fa\u66f4\u597d\u7684\u8d22\u52a1\u51b3\u7b56"},"content":{"rendered":"<p 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\u4f5c\u4e3a\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u53ef\u8ba9\u516c\u53f8\u5728\u745e\u58eb\u5883\u5185\u6574\u5408\u5ba2\u6237\u3001\u6295\u8d44\u7ec4\u5408\u548c\u5165\u804c\u6570\u636e\uff0c\u4ee5\u4fbf\u6839\u636e\u745e\u58eb\u6570\u636e\u4fdd\u62a4\u6cd5\u548c GDPR \u505a\u51fa\u5408\u89c4\u51b3\u7b56\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u9645\u7528\u4f8b\u5305\u62ec\u52a8\u6001\u5ba2\u6237\u7ec6\u5206\u3001\u4ea7\u54c1\u76c8\u5229\u80fd\u529b\u5206\u6790\u3001\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8\u5efa\u8bae\uff0c\u4ee5\u53ca\u5c06\u524d\u53f0\u6d3b\u52a8\u4e0e\u8d44\u4ea7\u8d1f\u503a\u8868\u7ed3\u679c\u8054\u7cfb\u8d77\u6765\u7684\u5b9e\u65f6\u9884\u6d4b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u63d0\u4f9b\u4e86\u4ece\u96f6\u6563\u8bb0\u5f55\u5230\u51b3\u7b56\u7ea7 CRM \u6570\u636e\u6846\u67b6\u7684\u5177\u4f53\u6b65\u9aa4\uff0c\u53ef\u63d0\u4f9b\u53ef\u8861\u91cf\u7684\u8d22\u52a1\u4ef7\u503c\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-from-relationship-database-to-financial-decision-engine\">\u5bfc\u8a00\uff1a\u4ece\u5173\u7cfb\u6570\u636e\u5e93\u5230\u8d22\u52a1\u51b3\u7b56\u5f15\u64ce<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u60f3\u8c61\u4e00\u4e0b 2024 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class=\"wp-block-paragraph\">\u91d1\u878d\u9886\u57df\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u8fdc\u4e0d\u6b62\u8054\u7cfb\u65b9\u5f0f\u548c\u4f1a\u8bae\u8bb0\u5f55\u3002\u5b83\u5305\u62ec\u5b8c\u6574\u7684\u5ba2\u6237\u6863\u6848\u3001KYC \u6587\u4ef6\u3001\u4e92\u52a8\u5386\u53f2\u3001\u4ea7\u54c1\u6301\u6709\u91cf\u3001\u73b0\u91d1\u6d41\u3001\u670d\u52a1\u8bf7\u6c42\u4ee5\u53ca\u63ed\u793a\u5ba2\u6237\u5982\u4f55\u4e0e\u516c\u53f8\u6253\u4ea4\u9053\u7684\u884c\u4e3a\u6a21\u5f0f\u3002\u5f53\u8fd9\u4e9b\u5ba2\u6237\u6570\u636e\u7ecf\u8fc7\u9002\u5f53\u7684\u7ed3\u6784\u5316\u5904\u7406\u548c\u8fde\u63a5\u540e\uff0c\u5c31\u80fd\u4ece\u9759\u6001\u7684\u5173\u7cfb\u6570\u636e\u5e93\u8f6c\u53d8\u4e3a\u52a8\u6001\u7684\u51b3\u7b56\u5f15\u64ce\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u65e8\u5728\u4ecb\u7ecd\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u5982\u4f55\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u8d22\u52a1\u6570\u636e\u7ed3\u5408\u8d77\u6765\uff0c\u5728\u5173\u7cfb\u3001\u4ea7\u54c1\u548c\u8d44\u4ea7\u8d1f\u503a\u8868\u5c42\u9762\u505a\u51fa\u66f4\u597d\u3001\u66f4\u5feb\u7684\u8d22\u52a1\u51b3\u7b56\u3002\u6211\u4eec\u5c06\u91cd\u70b9\u4ecb\u7ecd\u4e0e 2024 \u5e74\u548c 2025 \u5e74\u89c4\u5212\u5468\u671f\u76f4\u63a5\u76f8\u5173\u7684\u5177\u4f53\u5b9e\u4f8b\u800c\u975e\u62bd\u8c61\u7406\u8bba\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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class=\"wp-block-paragraph\">\u6709\u610f\u4e49\u7684\u8d22\u52a1\u51b3\u7b56\u9700\u8981\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\u51c6\u786e\u3001\u7ed3\u6784\u5316\u548c\u7ecf\u8fc7\u8bb8\u53ef\u7684\u6570\u636e\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u96f6\u6563\u7684\u8054\u7cfb\u4eba\u5907\u6ce8\u548c\u975e\u6b63\u5f0f\u7684\u5173\u7cfb\u8ddf\u8e2a\u3002\u5728\u63d0\u53d6\u53ef\u64cd\u4f5c\u7684\u89c1\u89e3\u4e4b\u524d\uff0c\u60a8\u9700\u8981\u786e\u4fdd\u60a8\u7684\u6570\u636e\u57fa\u7840\u652f\u6301\u60a8\u8981\u8fdb\u884c\u7684\u5206\u6790\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ad8\u8d28\u91cf\u7684\u91d1\u878d\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u96c6\u5305\u62ec\u51e0\u4e2a\u57fa\u672c\u7ec4\u6210\u90e8\u5206\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u6570\u636e\u7c7b\u522b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5173\u952e\u8981\u7d20<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u7b80\u4ecb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u6574\u7684 KYC \u6863\u6848\u3001\u98ce\u9669\u6863\u6848\u3001\u6295\u8d44\u76ee\u6807\u3001\u6709\u636e\u53ef\u67e5\u7684\u504f\u597d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5173\u7cfb\u5c42\u6b21<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5bb6\u5ead\u7ed3\u6784\u3001\u5b9e\u4f53\u5173\u7cfb\u3001\u53d7\u76ca\u6240\u6709\u6743<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8d44\u7ec4\u5408\u6570\u636e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8d44\u4ea7\u6301\u6709\u3001\u4f30\u503c\u3001\u5386\u53f2\u4e1a\u7ee9\u3001\u4efb\u52a1\u7c7b\u578b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e92\u52a8\u8bb0\u5f55<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6c9f\u901a\u5386\u53f2\u3001\u4f1a\u8bae\u8bb0\u5f55\u3001\u670d\u52a1\u8bf7\u6c42\u3001\u6d3b\u52a8\u56de\u5e94<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8d22\u52a1\u6307\u6807<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6536\u5165\u5f52\u5c5e\u3001\u6536\u8d39\u7ed3\u6784\u3001\u670d\u52a1\u6210\u672c\u3001\u76c8\u5229\u6307\u6807<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2024 \u5e74\uff0c\u4e00\u5bb6\u745e\u58eb\u79c1\u4eba\u94f6\u884c\u5c06\u5176\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u548c\u7535\u5b50\u90ae\u4ef6\u901a\u4fe1\u4e2d\u7684\u6570\u636e\u6574\u5408\u5230 InvestGlass \u4e2d\u3002\u5728\u6b64\u4e4b\u524d\uff0c\u987e\u95ee\u4eec\u65e0\u6cd5\u770b\u5230\u8fd1\u671f\u5ba2\u6237\u4e92\u52a8\u7684\u603b\u4f53\u5173\u7cfb\u4ef7\u503c\u3002\u6574\u5408\u540e\uff0c\u4ed6\u4eec\u53ef\u4ee5\u53d1\u73b0\uff0c\u67d0\u4e9b\u4ea7\u751f\u7684\u8d39\u7528\u6536\u5165\u4e0d\u591a\u7684\u5ba2\u6237\u5b9e\u9645\u4e0a\u662f\u4ed6\u4eec\u53c2\u4e0e\u5ea6\u6700\u9ad8\u7684\u5ba2\u6237\uff0c\u8fd9\u9884\u793a\u7740\u5173\u7cfb\u6269\u5c55\u7684\u673a\u4f1a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8fd9\u65b9\u9762\uff0c\u6807\u51c6\u6570\u636e\u6a21\u578b\u975e\u5e38\u91cd\u8981\u3002\u5f53\u5ba2\u6237\u3001\u5bb6\u5ead\u3001\u5b9e\u4f53\u3001\u8d26\u6237\u548c\u4ea7\u54c1\u9075\u5faa\u4e00\u81f4\u7684\u7ed3\u6784\u65f6\uff0c\u60a8\u5c31\u53ef\u4ee5\u5728\u6574\u4e2a\u7ec4\u7ec7\u5185\u5c06\u6536\u5165\u3001\u6210\u672c\u548c\u98ce\u9669\u6570\u5b57\u53ef\u9760\u5730\u8054\u7cfb\u8d77\u6765\u3002\u5982\u679c\u6ca1\u6709\u8fd9\u79cd\u4e00\u81f4\u6027\uff0c\u60a8\u7684\u5ba2\u6237\u6570\u636e\u5c31\u5f88\u96be\u6c47\u603b\uff0c\u4e5f\u65e0\u6cd5\u5728\u6218\u7565\u51b3\u7b56\u4e2d\u5f97\u5230\u4fe1\u4efb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u8d28\u91cf\u4f8b\u884c\u7a0b\u5e8f\u5e94\u6bcf\u5468\u6216\u6bcf\u5929\u8fd0\u884c\u4e00\u6b21\uff0c\u4ee5\u4fbf\u5728\u95ee\u9898\u5f71\u54cd\u62a5\u544a\u4e4b\u524d\u53ca\u65f6\u53d1\u73b0\u3002\u5e38\u89c1\u95ee\u9898\u5305\u62ec\u98ce\u9669\u8bc4\u7ea7\u7f3a\u5931\u3001\u8054\u7cfb\u65b9\u5f0f\u65e0\u6548\u6216\u8d27\u5e01\u5b57\u6bb5\u4e0d\u4e00\u81f4\u3002crm \u8f6f\u4ef6\u4e2d\u7684\u81ea\u52a8\u9a8c\u8bc1\u529f\u80fd\u53ef\u4ee5\u6807\u8bb0\u51fa\u8fd9\u4e9b\u6f0f\u6d1e\uff0c\u8ba9\u8fd0\u8425\u56e2\u961f\u80fd\u591f\u4e3b\u52a8\u89e3\u51b3\u8fd9\u4e9b\u95ee\u9898\uff0c\u800c\u4e0d\u662f\u5728\u5173\u952e\u62a5\u544a\u671f\u53d1\u73b0\u9519\u8bef\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-2-connect-crm-data-with-financial-and-risk-systems\">\u6b65\u9aa4 2\uff1a\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u4e0e\u8d22\u52a1\u548c\u98ce\u9669\u7cfb\u7edf\u8fde\u63a5\u8d77\u6765<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ec5\u9760\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0d\u8db3\u4ee5\u63a8\u52a8\u8d22\u52a1\u51b3\u7b56\u3002\u5f53\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0e\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u8d44\u91d1\u7ba1\u7406\u548c\u4f1a\u8ba1\u8f6f\u4ef6\u96c6\u6210\u65f6\uff0c\u624d\u80fd\u771f\u6b63\u53d1\u6325\u5a01\u529b\uff0c\u4e3a\u6bcf\u79cd\u5ba2\u6237\u5173\u7cfb\u53ca\u5176\u8d22\u52a1\u5f71\u54cd\u521b\u5efa\u7edf\u4e00\u7684\u89c6\u56fe\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u4f5c\u4e3a\u6280\u672f\u67b6\u6784\u7684\u4e2d\u5fc3\uff0c\u901a\u8fc7\u745e\u58eb\u6258\u7ba1\u7684\u5b89\u5168 API\uff0c\u4e0e Avaloq\u3001Temenos \u6216\u4e13\u6709\u6295\u8d44\u7ec4\u5408\u5f15\u64ce\u7b49\u7cfb\u7edf\u540c\u6b65\u6570\u636e\u3002\u8fd9\u6837\u5c31\u65e0\u9700\u5728\u7cfb\u7edf\u4e4b\u95f4\u624b\u52a8\u8f93\u5165\u6570\u636e\uff0c\u5e76\u786e\u4fdd\u987e\u95ee\u548c\u8d22\u52a1\u56e2\u961f\u4ece\u540c\u4e00\u771f\u5b9e\u6765\u6e90\u5de5\u4f5c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u6548\u7684\u96c6\u6210\u6d89\u53ca\u591a\u4e2a\u5177\u4f53\u7684\u6570\u636e\u6d41\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5c06\u6bcf\u65e5\u5934\u5bf8\u548c\u4f30\u503c\u4ece\u6295\u8d44\u7ec4\u5408\u7cfb\u7edf\u5bfc\u5165\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf<\/li>\n\n\n\n<li>\u4ece\u4f1a\u8ba1\u8f6f\u4ef6\u6279\u91cf\u5bfc\u5165\u8d39\u7528\u3001\u4f63\u91d1\u548c\u4ea4\u6613\u6210\u672c<\/li>\n\n\n\n<li>\u9694\u591c\u66f4\u65b0\u98ce\u9669\u8bc4\u5206\u3001\u4fe1\u7528\u8bc4\u7ea7\u6216\u98ce\u9669\u5e73\u53f0\u7684\u8bc4\u7ea7\u8fc1\u79fb<\/li>\n\n\n\n<li>\u4efb\u4f55\u8fde\u63a5\u7cfb\u7edf\u7684\u5173\u952e\u9608\u503c\u88ab\u7a81\u7834\u65f6\u90fd\u4f1a\u53d1\u51fa\u5b9e\u65f6\u8b66\u62a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5efa\u7acb\u8fd9\u4e9b\u8fde\u63a5\u540e\uff0c\u8d22\u52a1\u56e2\u961f\u53ef\u76f4\u63a5\u5728 CRM \u4eea\u8868\u677f\u4e2d\u770b\u5230\u5ba2\u6237\u7ea7\u522b\u7684\u76c8\u5229\u80fd\u529b\u3001\u4ea7\u54c1\u5229\u6da6\u7387\u548c\u73b0\u91d1\u6d41\u8ba1\u5212\u3002\u4ed6\u4eec\u4e0d\u518d\u9700\u8981\u4f7f\u7528\u7535\u5b50\u8868\u683c\u6838\u5bf9\u591a\u4e2a\u7cfb\u7edf\uff0c\u4ece\u800c\u51cf\u5c11\u4e86\u9519\u8bef\uff0c\u52a0\u5feb\u4e86\u51b3\u7b56\u5468\u671f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651 2025 \u5e74\u7684\u60c5\u51b5\uff0c\u4e00\u5bb6\u4fdd\u9669\u516c\u53f8\u4f7f\u7528\u96c6\u6210\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u4fdd\u5355\u7ba1\u7406\u6570\u636e\u6765\u8c03\u6574\u5404\u7ec6\u5206\u5e02\u573a\u7684\u627f\u4fdd\u504f\u597d\u3002\u901a\u8fc7\u5206\u6790\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u5b58\u50a8\u7684\u7406\u8d54\u9891\u7387\u5386\u53f2\u6570\u636e\u548c\u5ba2\u6237\u53c2\u4e0e\u6a21\u5f0f\uff0c\u98ce\u9669\u56e2\u961f\u53d1\u73b0\u67d0\u4e9b\u7ec6\u5206\u5e02\u573a\u4e2d\u9ad8\u5ea6\u53c2\u4e0e\u7684\u4fdd\u5355\u6301\u6709\u4eba\u7684\u635f\u5931\u7387\u660e\u663e\u66f4\u9ad8\u3002\u8fd9\u79cd\u6d1e\u5bdf\u529b\u53ef\u4e3a\u5b9a\u4ef7\u51b3\u7b56\u548c <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%90%a5%e9%94%80%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\" title=\"\u5e02\u573a\u8425\u9500\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5949\">\u5e02\u573a\u8425\u9500<\/a> \u5c06\u8d44\u6e90\u5206\u914d\u7ed9\u5229\u6da6\u6700\u9ad8\u7684\u5ba2\u6237\u7fa4\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs.png\" alt=\"\u6ee1\u8db3\u5c0f\u578b\u4f01\u4e1a\u9700\u6c42\u7684 InvestGlass CRM\" class=\"wp-image-44219\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs-300x225.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-CRM-for-Small-Business-Needs-768x576.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u6ee1\u8db3\u5c0f\u578b\u4f01\u4e1a\u9700\u6c42\u7684 InvestGlass CRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-3-use-crm-data-to-improve-client-level-financial-decisions\">\u6b65\u9aa4 3\uff1a\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u6539\u8fdb\u5ba2\u6237\u5c42\u9762\u7684\u8d22\u52a1\u51b3\u7b56<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8d22\u52a1\u51b3\u7b56\u4e2d\u5e94\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u7684\u9996\u8981\u4f4d\u7f6e\u662f\u8d22\u52a1\u987e\u95ee\u65e5\u5e38\u5de5\u4f5c\u7684\u5355\u4e2a\u5ba2\u6237\u6216\u5bb6\u5ead\u5c42\u9762\u3002\u5ba2\u6237\u6d1e\u5bdf\u529b\u7684\u63d0\u9ad8\u53ef\u76f4\u63a5\u8f6c\u5316\u4e3a\u66f4\u597d\u7684\u5ba2\u6237\u5173\u7cfb\u548c\u66f4\u5f3a\u7684\u4e1a\u52a1\u6210\u679c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024 \u5e74\u548c 2025 \u5e74\u7684\u987e\u95ee\u5c06\u9762\u4e34\u51e0\u9879\u5173\u952e\u51b3\u7b56\uff0c\u8fd9\u4e9b\u51b3\u7b56\u5c06\u53d7\u76ca\u4e8e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u7efc\u5408\u6570\u636e\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6839\u636e\u5b8c\u6574\u7684\u98ce\u9669\u6982\u51b5\u548c\u5386\u53f2\u504f\u597d\u5236\u5b9a\u6295\u8d44\u5efa\u8bae<\/li>\n\n\n\n<li>\u6839\u636e\u5173\u7cfb\u76c8\u5229\u80fd\u529b\u548c\u884c\u4e3a\u6a21\u5f0f\u8c03\u6574\u4fe1\u8d37\u9650\u989d<\/li>\n\n\n\n<li>\u54a8\u8be2\u4efb\u52a1\u7684\u5b9a\u4ef7\u53cd\u6620\u771f\u5b9e\u7684\u670d\u52a1\u6210\u672c\u548c\u5ba2\u6237\u4ef7\u503c<\/li>\n\n\n\n<li>\u6839\u636e\u53c2\u4e0e\u8d8b\u52bf\u548c\u6536\u5165\u6f5c\u529b\u786e\u5b9a\u5916\u8054\u6d3b\u52a8\u7684\u4f18\u5148\u6b21\u5e8f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u6c9f\u901a\u5386\u53f2\u4e0e\u6295\u8d44\u7ec4\u5408\u8868\u73b0\u548c\u98ce\u9669\u72b6\u51b5\u6570\u636e\u76f8\u7ed3\u5408\uff0c\u987e\u95ee\u5c31\u80fd\u63d0\u51fa\u66f4\u5408\u9002\u7684\u4ea7\u54c1\u5efa\u8bae\u3002\u8fd9\u79cd\u65b9\u6cd5\u4e0d\u4ec5\u80fd\u63d0\u9ad8\u5ba2\u6237\u670d\u52a1\u6c34\u5e73\uff0c\u8fd8\u80fd\u964d\u4f4e\u9519\u8bef\u9500\u552e\u7684\u98ce\u9669\uff0c\u800c\u9519\u8bef\u9500\u552e\u4f1a\u7ed9\u91d1\u878d\u673a\u6784\u5e26\u6765\u76d1\u7ba1\u548c\u58f0\u8a89\u65b9\u9762\u7684\u540e\u679c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0b\u9762\u662f\u4e00\u4e2a\u5b9e\u7528\u7684\u6570\u5b57\u793a\u4f8b\u3002\u4e00\u4f4d\u8d22\u5bcc\u7ecf\u7406\u8ba1\u7b97\u7ecf\u5e38\u6027\u8d39\u7528\u6536\u5165\uff0c\u5e76\u6839\u636e\u4f1a\u8bae\u9891\u7387\u3001\u884c\u653f\u8981\u6c42\u548c\u6295\u8d44\u7ec4\u5408\u62a5\u544a\u7684\u590d\u6742\u7a0b\u5ea6\u4f30\u7b97\u6bcf\u4f4d\u5ba2\u6237\u7684\u670d\u52a1\u6210\u672c\u3002\u5206\u6790\u7ed3\u679c\u5982\u4e0b<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u5c42<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5e74\u6536\u5165<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u670d\u52a1\u6210\u672c<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u51c0\u5229\u6da6<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u767e\u5206\u6bd4<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6709\u5229\u53ef\u56fe<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>15,000 \u745e\u58eb\u6cd5\u90ce\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f4e\u4e8e 5,000 \u745e\u58eb\u6cd5\u90ce<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>10,000 \u745e\u58eb\u6cd5\u90ce\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>25%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8fb9\u7f18<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8,000 \u81f3 15,000 \u745e\u58eb\u6cd5\u90ce<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5,000 \u81f3 8,000 \u745e\u58eb\u6cd5\u90ce<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>0 \u81f3 7,000 \u745e\u58eb\u6cd5\u90ce<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>45%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e8f\u635f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f4e\u4e8e 8 000 \u745e\u58eb\u6cd5\u90ce<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8,000 \u745e\u58eb\u6cd5\u90ce\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9634\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>30%<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u7ec6\u5206\u63a8\u52a8\u4e86\u4e0d\u540c\u7684\u6218\u7565\uff1a\u4e3a\u76c8\u5229\u5ba2\u6237\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\u548c\u4e3b\u52a8\u63a8\u5e7f\uff0c\u4e3a\u8fb9\u7f18\u5173\u7cfb\u63d0\u9ad8\u6548\u7387\uff0c\u4e3a\u4e8f\u635f\u5ba2\u6237\u8ba8\u8bba\u8d39\u7528\u6216\u6539\u53d8\u670d\u52a1\u6a21\u5f0f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u5ba2\u6237\u76c8\u5229\u80fd\u529b\u4f4e\u4e8e\u76ee\u6807\u9608\u503c\u6216\u73b0\u91d1\u4f59\u989d\u8d85\u8fc7\u89c4\u5b9a\u7684\u95f2\u7f6e\u73b0\u91d1\u6bd4\u7387\u65f6\uff0cInvestGlass \u5de5\u4f5c\u6d41\u7a0b\u53ef\u89e6\u53d1\u81ea\u52a8\u8b66\u62a5\u3002\u8fd9\u4e9b\u8b66\u62a5\u4f7f\u987e\u95ee\u80fd\u591f\u5728\u5c0f\u95ee\u9898\u53d8\u6210\u5927\u95ee\u9898\u4e4b\u524d\u91c7\u53d6\u884c\u52a8\uff0c\u4ece\u800c\u652f\u6301\u5bf9\u6574\u4e2a\u8d26\u7c3f\u8fdb\u884c\u66f4\u597d\u7684\u5ba2\u6237\u7ba1\u7406\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-4-portfolio-and-product-decisions-informed-by-crm-insights\">\u6b65\u9aa4 4\uff1a\u6839\u636e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6d1e\u5bdf\u505a\u51fa\u6295\u8d44\u7ec4\u5408\u548c\u4ea7\u54c1\u51b3\u7b56<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9664\u4e86\u5355\u4e2a\u5ba2\u6237\u7684\u4e92\u52a8\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u6c47\u603b\u6570\u636e\u8fd8\u63ed\u793a\u4e86\u5728\u8003\u8651\u4e86\u83b7\u53d6\u6210\u672c\u3001\u670d\u52a1\u5f3a\u5ea6\u548c\u5ba2\u6237\u6d41\u5931\u7387\u540e\uff0c\u54ea\u4e9b\u4ea7\u54c1\u548c\u59d4\u6258\u771f\u6b63\u6709\u5229\u53ef\u56fe\u3002\u8fd9\u79cd\u5206\u6790\u5f80\u5f80\u4f1a\u4ea7\u751f\u4ee4\u4eba\u60ca\u8bb6\u7684\u7ed3\u679c\uff0c\u4e0e\u4ec5\u57fa\u4e8e\u6807\u9898\u8d39\u7387\u7684\u76f4\u89c9\u76f8\u77db\u76fe\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u65b9\u6cd5\u5305\u62ec\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u6309\u6295\u8d44\u7ec4\u5408\u7c7b\u578b\u3001\u59d4\u6258\u7c7b\u578b\u548c\u98ce\u9669\u7c7b\u522b\u5bf9\u5ba2\u6237\u8fdb\u884c\u5206\u7ec4\uff0c\u7136\u540e\u6bd4\u8f83\u8fd9\u4e9b\u7ec4\u522b\u7684\u5df2\u5b9e\u73b0\u5229\u6da6\u7387\u3001\u6295\u8d44\u7ec4\u5408\u4e1a\u7ee9\u548c\u4fdd\u7559\u7387\u3002\u9884\u6d4b\u6027\u5206\u6790\u53ef\u4ee5\u6839\u636e\u5ba2\u6237\u7684\u884c\u4e3a\u6a21\u5f0f\u6269\u5c55\u5206\u6790\u8303\u56f4\uff0c\u9884\u6d4b\u672a\u6765\u7684\u76c8\u5229\u80fd\u529b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024 \u5e74\u7684\u4e00\u4e2a\u4f8b\u5b50\u8bf4\u660e\u4e86\u8fd9\u4e00\u4ef7\u503c\u3002\u4e00\u4f4d\u8d22\u5bcc\u7ecf\u7406\u6bd4\u8f83\u4e86\u4e24\u79cd\u6d41\u884c\u7684\u4ea7\u54c1\uff1a\u4f4e\u6536\u8d39\u7684\u5168\u6743\u59d4\u6258\u548c\u9ad8\u6536\u8d39\u7684\u4ec5\u6267\u884c\u670d\u52a1\u3002\u6839\u636e\u6bdb\u5229\u7387\uff0c\u521d\u6b65\u5206\u6790\u503e\u5411\u4e8e\u53ea\u6267\u884c\u7684\u4ea7\u54c1\u3002\u7136\u800c\uff0c\u5f53\u670d\u52a1\u6210\u672c\uff08\u5305\u62ec\u4ea4\u6613\u652f\u6301\u3001\u62a5\u544a\u8bf7\u6c42\u548c\u5ba2\u6237\u7ecf\u7406\u65f6\u95f4\uff09\u5b8c\u5168\u5206\u914d\u540e\uff0c\u5168\u6743\u59d4\u6258\u7684\u51c0\u5229\u6da6\u7387\u660e\u663e\u66f4\u9ad8\u3002\u6b64\u5916\uff0c\u5168\u6743\u59d4\u6258\u5ba2\u6237\u7684\u7559\u5b58\u7387\u5e73\u5747\u4e3a 92%\uff0c\u800c\u4ec5\u6267\u884c\u5ba2\u6237\u7684\u7559\u5b58\u7387\u4e3a 78%\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u6d1e\u5bdf\u529b\u4f7f\u516c\u53f8\u80fd\u591f\u5c06\u8425\u9500\u81ea\u52a8\u5316\u6d3b\u52a8\u4ece\u4ec5\u6267\u884c\u4ea7\u54c1\u8f6c\u5411\u5177\u6709\u66f4\u597d\u98ce\u9669\u8c03\u6574\u7ecf\u6d4e\u6027\u7684\u5168\u6743\u59d4\u6258\u4ea7\u54c1\u3002\u5ba2\u6237\u83b7\u53d6\u5de5\u4f5c\u66f4\u5177\u6218\u7565\u6027\uff0c\u91cd\u70b9\u5173\u6ce8\u53ef\u80fd\u91c7\u7528\u66f4\u9ad8\u4fdd\u6709\u7387\u4ea7\u54c1\u7684\u6f5c\u5728\u5ba2\u6237\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9664\u76c8\u5229\u80fd\u529b\u5916\uff0cCRM \u94fe\u63a5\u7684\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u8fd8\u652f\u6301\u5bf9\u4ea7\u54c1\u98ce\u9669\u96c6\u4e2d\u5ea6\u7684\u76d1\u63a7\u3002\u8d22\u52a1\u548c\u98ce\u9669\u56e2\u961f\u53ef\u4ee5\u6309\u90e8\u95e8\u548c\u8d27\u5e01\u8ddf\u8e2a\u98ce\u9669\u655e\u53e3\u3001, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e7%ae%a1%e7%90%86%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88\/\" target=\"_blank\" rel=\"noopener\" title=\"ESG\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5950\">ESG<\/a> \u6216\u5176\u4ed6\u7ef4\u5ea6\u3002\u5f53\u96c6\u4e2d\u5ea6\u8d85\u8fc7\u5185\u90e8\u9650\u5236\u65f6\uff0c\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u4f1a\u5728\u8fdd\u53cd\u76d1\u7ba1\u6216\u5185\u90e8\u653f\u7b56\u4e4b\u524d\u89e6\u53d1\u5ba1\u67e5\u548c\u8b66\u62a5\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-5-forecasting-revenue-liquidity-and-capital-with-crm-data\">\u6b65\u9aa4 5\uff1a\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u9884\u6d4b\u6536\u5165\u3001\u6d41\u52a8\u6027\u548c\u8d44\u672c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u4f5c\u4e3a\u4e00\u79cd\u5148\u884c\u6307\u6807\uff0c\u4f7f\u8d22\u52a1\u9886\u5bfc\u8005\u80fd\u591f\u6bd4\u4f1a\u8ba1\u6570\u636e\u66f4\u65e9\u5730\u9884\u6d4b\u6536\u5165\u548c\u6d41\u52a8\u6027\u3002\u8d22\u52a1\u62a5\u544a\u4f1a\u544a\u8bc9\u4f60\u53d1\u751f\u4e86\u4ec0\u4e48\uff0c\u800c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u5219\u4f1a\u544a\u8bc9\u4f60\u53ef\u80fd\u4f1a\u53d1\u751f\u4ec0\u4e48\uff0c\u4ece\u800c\u4f7f\u4f01\u4e1a\u80fd\u591f\u672a\u96e8\u7ef8\u7f2a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u8bb0\u5f55\u7684\u5546\u673a\u7ba1\u9053\u3001\u6388\u6743\u7eed\u7ea6\u4ee5\u53ca\u9884\u671f\u6d41\u5165\u6216\u6d41\u51fa\u91cf\u53ef\u4e3a\u672a\u6765 6 \u81f3 12 \u4e2a\u6708\u7684\u6708\u5ea6\u6536\u5165\u9884\u6d4b\u63d0\u4f9b\u4f9d\u636e\u3002\u8fd9\u79cd\u65b9\u6cd5\u5c06\u8d22\u52a1\u89c4\u5212\u4ece\u540e\u77bb\u6027\u5206\u6790\u8f6c\u53d8\u4e3a\u524d\u77bb\u6027\u6218\u7565\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u5230 2025 \u5e74\u745e\u58eb\u7684\u4e00\u5bb6\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u4f7f\u7528 InvestGlass \u6839\u636e\u4ee5\u4e0b\u5047\u8bbe\u5efa\u7acb\u6a21\u578b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0d\u540c\u9636\u6bb5\u6f5c\u5728\u5ba2\u6237\u7684\u8f6c\u5316\u7387<\/li>\n\n\n\n<li>\u6309\u5ba2\u6237\u7c7b\u522b\u5206\u5217\u7684\u65b0\u4efb\u52a1\u5e73\u5747\u8ba2\u5355\u89c4\u6a21<\/li>\n\n\n\n<li>\u57fa\u4e8e\u5386\u53f2\u6570\u636e\u7684\u5b63\u8282\u6027\u5151\u6362\u6a21\u5f0f<\/li>\n\n\n\n<li>\u6839\u636e\u5ba2\u6237\u53c2\u4e0e\u5ea6\u8bc4\u5206\u786e\u5b9a\u4efb\u52a1\u7eed\u671f\u6982\u7387<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u8c03\u6574\u8fd9\u4e9b\u53c2\u6570\uff0c\u8d22\u52a1\u56e2\u961f\u53ef\u4ee5\u505a\u51fa\u4e50\u89c2\u3001\u57fa\u51c6\u548c\u60b2\u89c2\u7684\u6536\u5165\u9884\u6d4b\uff0c\u5e76\u5728\u7cfb\u7edf\u4e2d\u8bb0\u5f55\u660e\u786e\u7684\u5047\u8bbe\u3002\u8fd9\u79cd\u6570\u636e\u9a71\u52a8\u7684\u65b9\u6cd5\u4ee5\u7ed3\u6784\u5316\u7684\u5206\u6790\u53d6\u4ee3\u4e86\u76f4\u89c9\uff0c\u53ef\u4ee5\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\u8fdb\u884c\u6d4b\u8bd5\u548c\u5b8c\u5584\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u52a1\u548c\u8d44\u4ea7\u8d1f\u503a\u7ba1\u7406\u56e2\u961f\u4e5f\u80fd\u4ece\u7c7b\u4f3c\u7684\u9884\u6d4b\u529f\u80fd\u4e2d\u83b7\u76ca\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u7684\u9884\u671f\u5ba2\u6237\u6d41\u91cf\u53ef\u5b8c\u5584\u6d41\u52a8\u6027\u7f13\u51b2\u548c\u878d\u8d44\u8ba1\u5212\uff0c\u5c24\u5176\u662f\u5b9a\u671f\u5b58\u6b3e\u548c\u7ed3\u6784\u6027\u4ea7\u54c1\uff0c\u56e0\u4e3a\u6d41\u5165\u548c\u6d41\u51fa\u7684\u65f6\u95f4\u4f1a\u5bf9\u8d44\u672c\u6548\u7387\u4ea7\u751f\u91cd\u5927\u5f71\u54cd\u3002\u57fa\u4e8e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u9884\u6d4b\u7684\u5b9e\u65f6\u6570\u636e\u8bbf\u95ee\u5141\u8bb8\u8d22\u52a1\u90e8\u95e8\u5728\u5ba2\u6237\u884c\u4e3a\u6a21\u5f0f\u53d1\u751f\u53d8\u5316\u65f6\u8c03\u6574\u5934\u5bf8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u5e02\u573a\u7ba1\u7406\u5c40\uff08FINMA\uff09\u76d1\u7ba1\u673a\u6784\u7684\u76d1\u7ba1\u8005\u548c\u5185\u90e8\u98ce\u9669\u59d4\u5458\u4f1a\u5e0c\u671b\u8d22\u52a1\u9884\u6d4b\u80cc\u540e\u7684\u5047\u8bbe\u6709\u636e\u53ef\u67e5\u3002\u57fa\u4e8e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u9884\u6d4b\u53ef\u63d0\u4f9b\u6ee1\u8db3\u8fd9\u4e9b\u8981\u6c42\u7684\u5ba1\u8ba1\u8ddf\u8e2a\uff0c\u660e\u786e\u8bc1\u660e\u7528\u4e8e\u751f\u6210\u9884\u6d4b\u7684\u5ba2\u6237\u4fe1\u606f\u548c\u5386\u53f2\u6570\u636e\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-6-risk-management-and-compliance-decisions-based-on-crm-data\">\u6b65\u9aa4 6\uff1a\u57fa\u4e8e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u7684\u98ce\u9669\u7ba1\u7406\u548c\u5408\u89c4\u51b3\u7b56<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e5f\u662f\u4e00\u4e2a\u91cd\u8981\u7684\u98ce\u9669\u548c\u5408\u89c4\u6570\u636e\u96c6\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u9500\u552e\u5de5\u5177\u3002\u6839\u636e\u6b27\u6d32\u548c\u745e\u58eb\u7684\u6cd5\u89c4\uff0c\u4f01\u4e1a\u5fc5\u987b\u8bc1\u660e\u81ea\u5df1\u4e86\u89e3\u5ba2\u6237\u5e76\u5236\u5b9a\u4e86\u9002\u5f53\u7684\u63a7\u5236\u63aa\u65bd\uff0c\u8fd9\u4e00\u70b9\u5c24\u4e3a\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b58\u50a8\u5728 InvestGlass \u4e2d\u7684\u5165\u804c\u3001KYC \u548c\u9002\u5408\u6027\u8bb0\u5f55\u53ef\u5728\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u5185\u505a\u51fa\u57fa\u4e8e\u98ce\u9669\u7684\u51b3\u7b56\u3002\u5b9e\u4f8b\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6536\u7d27\u9ad8\u98ce\u9669\u8f96\u533a\u7684\u4ea4\u6613\u9650\u989d<\/li>\n\n\n\n<li>\u52a0\u5f3a\u5bf9\u653f\u6cbb\u516c\u4f17\u4eba\u7269\u7684\u76d1\u7763<\/li>\n\n\n\n<li>\u4e3a\u5b9e\u76ca\u6240\u6709\u6743\u7ed3\u6784\u590d\u6742\u7684\u5ba2\u6237\u8c03\u6574\u670d\u52a1\u6a21\u5f0f<\/li>\n\n\n\n<li>\u57fa\u4e8e\u98ce\u9669\u5206\u7c7b\u7684\u5b9a\u671f\u5ba1\u67e5\u65f6\u95f4\u5b89\u6392\uff0c\u800c\u4e0d\u662f\u6b66\u65ad\u7684\u65f6\u95f4\u8868<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2024 \u5e74\u7684\u76d1\u63a7\u6a21\u5f0f\u663e\u793a\uff0c\u5728\u51fa\u73b0\u5408\u89c4\u95ee\u9898\u4e4b\u524d\uff0c\u603b\u4f1a\u6709\u67d0\u4e9b\u884c\u4e3a\u3002\u8fd9\u4e9b\u884c\u4e3a\u5305\u62ec\u5f02\u5e38\u9891\u7e41\u7684\u5730\u5740\u53d8\u66f4\u3001\u4e0e\u6240\u8ff0\u8d22\u5bcc\u6765\u6e90\u4e0d\u7b26\u7684\u5927\u989d\u73b0\u91d1\u4ea4\u6613\u4ee5\u53ca\u610f\u60f3\u4e0d\u5230\u7684\u8de8\u5883\u6d3b\u52a8\u3002\u901a\u8fc7\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5206\u6790\u53d1\u73b0\u8fd9\u4e9b\u6a21\u5f0f\u540e\uff0c\u5408\u89c4\u56e2\u961f\u53ef\u4ee5\u5728\u6f5c\u5728\u95ee\u9898\u5347\u7ea7\u4e4b\u524d\u89e6\u53d1\u5ba1\u67e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u57fa\u4e8e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u7ec6\u5206\u6709\u52a9\u4e8e\u5408\u89c4\u56e2\u961f\u6839\u636e\u5b9e\u9645\u98ce\u9669\u5206\u914d\u5f3a\u5316\u7684\u5c3d\u804c\u8c03\u67e5\u548c\u5ba1\u67e5\u8d44\u6e90\uff0c\u800c\u4e0d\u662f\u5bf9\u6240\u6709\u5ba2\u6237\u4e00\u89c6\u540c\u4ec1\u3002\u8fd9\u79cd\u65b9\u6cd5\u65e2\u80fd\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\uff0c\u53c8\u80fd\u786e\u4fdd\u9ad8\u98ce\u9669\u5173\u7cfb\u5f97\u5230\u9002\u5f53\u5173\u6ce8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u5fc5\u987b\u5728\u745e\u58eb\u5883\u5185\u4fdd\u5b58\u76d1\u7ba1\u548c\u5ba2\u6237\u8bb0\u5f55\u7684\u516c\u53f8\u800c\u8a00\uff0c\u6570\u636e\u4e3b\u6743\u81f3\u5173\u91cd\u8981\u3002InvestGlass \u63d0\u4f9b\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u6258\u7ba1\u6216\u73b0\u573a\u90e8\u7f72\u9009\u9879\uff0c\u786e\u4fdd\u654f\u611f\u7684\u5ba2\u6237\u6570\u636e\u548c\u5408\u89c4\u6587\u6863\u4fdd\u6301\u5728\u6240\u9700\u7684\u7ba1\u8f96\u8303\u56f4\u5185\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-7-applying-ai-and-automation-to-turn-crm-data-into-actions\">\u6b65\u9aa4 7\uff1a\u5e94\u7528\u4eba\u5de5\u667a\u80fd\u548c\u81ea\u52a8\u5316\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u8f6c\u5316\u4e3a\u884c\u52a8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65e6\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u88ab\u7ed3\u6784\u5316\u5e76\u8fde\u63a5\u8d77\u6765\uff0c\u4eba\u5de5\u667a\u80fd\u5c31\u53ef\u4ee5\u901a\u8fc7\u63a8\u8350\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8\u548c\u9884\u6d4b\u7ed3\u679c\u6765\u652f\u6301\u51b3\u7b56\u3002\u8fd9\u5c31\u5c06\u539f\u59cb\u6570\u636e\u8f6c\u5316\u4e3a\u987e\u95ee\u548c\u98ce\u9669\u5b98\u53ef\u4ee5\u7acb\u5373\u91c7\u53d6\u884c\u52a8\u7684\u5b9e\u7528\u6307\u5bfc\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u53ef\u5229\u7528\u4ee5\u4e0b\u4fe1\u53f7\u5bf9\u6f5c\u5728\u5ba2\u6237\u548c\u73b0\u6709\u5ba2\u6237\u8fdb\u884c\u8bc4\u5206\uff0c\u4ee5\u786e\u5b9a\u662f\u5426\u5b58\u5728\u8ffd\u52a0\u9500\u552e\u673a\u4f1a\u6216\u4fdd\u7559\u98ce\u9669\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u6253\u5f00\u7387\u3001\u95e8\u6237\u7f51\u7ad9\u767b\u5f55\u7387\u548c\u4f1a\u8bae\u9891\u7387\u8861\u91cf\u53c2\u4e0e\u6c34\u5e73<\/li>\n\n\n\n<li>\u76f8\u5bf9\u4e8e\u57fa\u51c6\u548c\u5ba2\u6237\u671f\u671b\u7684\u6295\u8d44\u7ec4\u5408\u4e1a\u7ee9<\/li>\n\n\n\n<li>\u670d\u52a1\u5355\u9891\u7387\u548c\u89e3\u51b3\u6ee1\u610f\u5ea6<\/li>\n\n\n\n<li>\u8868\u660e\u8d22\u52a1\u9700\u6c42\u53d8\u5316\u7684\u751f\u6d3b\u4e8b\u4ef6\u6307\u6807<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2024 \u5e74\u7684\u4e00\u4e2a\u4f8b\u5b50\u663e\u793a\uff0c\u4e00\u4e2a\u987e\u95ee\u56e2\u961f\u5229\u7528\u4eba\u5de5\u667a\u80fd\u5efa\u8bae\uff0c\u5bf9\u6295\u8d44\u7ec4\u5408\u504f\u79bb\u76ee\u6807\u5206\u914d\u8d85\u8fc7\u89c4\u5b9a\u9608\u503c\u7684\u5ba2\u6237\u8fdb\u884c\u5b63\u5ea6\u5ba1\u67e5\uff0c\u5e76\u786e\u5b9a\u4f18\u5148\u6b21\u5e8f\u3002\u7cfb\u7edf\u81ea\u52a8\u6807\u51fa\u4e86 47 \u9879\u9700\u8981\u5173\u6ce8\u7684\u5173\u7cfb\uff0c\u800c\u987e\u95ee\u4eec\u8981\u624b\u52a8\u8bc6\u522b\u8fd9\u4e9b\u5173\u7cfb\u5219\u9700\u8981\u82b1\u8d39\u5927\u91cf\u65f6\u95f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u6839\u636e\u91cf\u5316\u9608\u503c\u8c03\u6574\u4efb\u52a1\u3001\u63d0\u9192\u548c\u5ba1\u6279\uff0c\u4ece\u800c\u6269\u5c55\u4e86\u8fd9\u4e9b\u529f\u80fd\u3002\u5f53\u6295\u8d44\u7ec4\u5408\u7f29\u6c34\u8d85\u8fc7\u53ef\u63a5\u53d7\u7684\u9650\u5ea6\u65f6\uff0c\u7cfb\u7edf\u4f1a\u521b\u5efa\u4e00\u4e2a\u5ba1\u67e5\u4efb\u52a1\u3002\u5f53\u8d39\u7528\u8986\u76d6\u7387\u4f4e\u4e8e\u6700\u4f4e\u9650\u989d\u65f6\uff0c\u8d26\u6237\u7ba1\u7406\u90e8\u95e8\u4f1a\u6536\u5230\u8b66\u62a5\u3002\u8fd9\u4e9b\u81ea\u52a8\u54cd\u5e94\u53ef\u786e\u4fdd\u4e1a\u52a1\u89c4\u5219\u5728\u6574\u4e2a\u7ec4\u7ec7\u5185\u7684\u4e00\u81f4\u5e94\u7528\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u4f7f\u7528\u4eba\u5de5\u667a\u80fd\u8fdb\u884c\u8d22\u52a1\u51b3\u7b56\u65f6\uff0c\u53ef\u89e3\u91ca\u6027\u975e\u5e38\u91cd\u8981\u3002\u987e\u95ee\u548c\u98ce\u9669\u5b98\u9700\u8981\u4e86\u89e3\u662f\u54ea\u4e9b\u6570\u636e\u70b9\u63a8\u52a8\u4e86\u67d0\u9879\u5efa\u8bae\uff0c\u4ee5\u4fdd\u6301\u95ee\u8d23\u5236\u548c\u5408\u89c4\u6027\u3002InvestGlass \u63d0\u4f9b\u4e86\u4eba\u5de5\u667a\u80fd\u8bc4\u5206\u56e0\u7d20\u7684\u900f\u660e\u5ea6\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u5728\u9700\u8981\u65f6\u5bf9\u5efa\u8bae\u8fdb\u884c\u89e3\u91ca\u548c\u8bf4\u660e\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-a-crm-data-strategy-for-better-financial-decisions\">\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u6218\u7565\uff0c\u505a\u51fa\u66f4\u597d\u7684\u8d22\u52a1\u51b3\u7b56<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u8282\u4e3a\u5e0c\u671b\u4ece 2024 \u5e74\u5f00\u59cb\u5e76\u5728 6 \u81f3 12 \u4e2a\u6708\u5185\u770b\u5230\u5bf9\u51b3\u7b56\u4ea7\u751f\u53ef\u8861\u91cf\u5f71\u54cd\u7684\u516c\u53f8\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5b9e\u7528\u7684\u8def\u7ebf\u56fe\u3002\u8be5\u65b9\u6cd5\u7279\u610f\u5206\u9636\u6bb5\u8fdb\u884c\uff0c\u4ee5\u7ba1\u7406\u590d\u6742\u6027\u5e76\u5728\u6bcf\u4e2a\u9636\u6bb5\u5c55\u793a\u4ef7\u503c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 1 \u9636\u6bb5\uff1a\u53d1\u73b0\u548c\u6570\u636e\u5ba1\u6838\uff08\u7b2c 1 \u81f3 4 \u5468\uff09<\/strong> \u8bc4\u4f30\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u548c\u8d22\u52a1\u7cfb\u7edf\u5f53\u524d\u7684\u6570\u636e\u8d28\u91cf\u3002\u786e\u5b9a\u5ba2\u6237\u6570\u636e\u4e2d\u7684\u5dee\u8ddd\u3001\u4e0d\u4e00\u81f4\u7684\u5b57\u6bb5\u5b9a\u4e49\u4ee5\u53ca\u96c6\u6210\u8981\u6c42\u3002\u8bb0\u5f55\u5f53\u524d\u7684\u51b3\u7b56\u6d41\u7a0b\uff0c\u4ee5\u4fbf\u4ece\u66f4\u597d\u7684\u6570\u636e\u4e2d\u83b7\u76ca\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 2 \u9636\u6bb5\uff1a\u6574\u5408\u5173\u952e\u7cfb\u7edf\uff08\u7b2c 5 \u81f3 12 \u5468\uff09<\/strong> \u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0e\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u4f1a\u8ba1\u5e73\u53f0\u8fde\u63a5\u8d77\u6765\u3002\u5efa\u7acb\u81ea\u52a8\u6570\u636e\u6d41\u548c\u9a8c\u8bc1\u4f8b\u7a0b\u3002\u5c3d\u53ef\u80fd\u6d88\u9664\u4eba\u5de5\u6570\u636e\u8f93\u5165\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 3 \u9636\u6bb5\uff1a\u63a8\u51fa\u51b3\u7b56\u4eea\u8868\u677f\uff08\u7b2c 13 \u81f3 20 \u5468\uff09<\/strong> \u90e8\u7f72\u5ba2\u6237\u76c8\u5229\u80fd\u529b\u3001\u4ea7\u54c1\u5229\u6da6\u7387\u548c\u7ba1\u9053\u9884\u6d4b\u4eea\u8868\u677f\u3002\u5bf9\u8d22\u52a1\u548c\u524d\u53f0\u56e2\u961f\u8fdb\u884c\u89e3\u91ca\u548c\u4f7f\u7528\u65b9\u9762\u7684\u57f9\u8bad\u3002\u5f00\u59cb\u7528\u57fa\u4e8e CRM \u7684\u62a5\u544a\u53d6\u4ee3\u57fa\u4e8e\u7535\u5b50\u8868\u683c\u7684\u5206\u6790\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 4 \u9636\u6bb5\uff1a\u4eba\u5de5\u667a\u80fd\u548c\u81ea\u52a8\u5316\u4ecb\u7ecd\uff08\u7b2c 21 \u81f3 30 \u5468\uff09<\/strong> \u9488\u5bf9\u4fdd\u7559\u98ce\u9669\u548c\u8ffd\u52a0\u9500\u552e\u673a\u4f1a\u5b9e\u65bd\u8bc4\u5206\u6a21\u578b\u3002\u6839\u636e\u4e1a\u52a1\u89c4\u5219\u90e8\u7f72\u81ea\u52a8\u8b66\u62a5\u548c\u4efb\u52a1\u7ba1\u7406\u3002\u6839\u636e\u521d\u6b65\u7ed3\u679c\u5b8c\u5584\u6a21\u578b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u4e1a\u5e94\u8bbe\u5b9a 3 \u81f3 5 \u4e2a\u53ef\u8861\u91cf\u7684\u76ee\u6807\uff0c\u4ee5\u8ddf\u8e2a\u8fdb\u5c55\u60c5\u51b5\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728 6 \u4e2a\u6708\u5185\u5c06\u6536\u5165\u9884\u6d4b\u51c6\u786e\u6027\u63d0\u9ad8 15%<\/li>\n\n\n\n<li>\u6bcf\u6708\u51cf\u5c11 20 \u4e2a\u5c0f\u65f6\u7684\u624b\u5de5\u7535\u5b50\u8868\u683c\u5bf9\u8d26\u5de5\u4f5c<\/li>\n\n\n\n<li>\u5c06\u5ba2\u6237\u76c8\u5229\u80fd\u89c1\u5ea6\u4ece 60% \u5173\u7cfb\u63d0\u9ad8\u5230 95% \u5173\u7cfb<\/li>\n\n\n\n<li>\u51cf\u5c11 30% \u7f16\u5199\u76d1\u7ba1\u62a5\u544a\u7684\u65f6\u95f4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u9879\u76ee\u901a\u5e38\u4ece\u4ee5\u4e0b\u65b9\u9762\u5f00\u59cb <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=\"5948\">\u6570\u5b57\u5165\u804c<\/a> \u548c KYC\uff0c\u4ece\u800c\u7acb\u5373\u63d0\u9ad8\u6570\u636e\u8d28\u91cf\u548c\u4e00\u81f4\u6027\u3002\u5728\u6b64\u57fa\u7840\u4e0a\uff0c\u516c\u53f8\u5c06\u4e1a\u52a1\u6269\u5c55\u5230\u6295\u8d44\u7ec4\u5408\u4eea\u8868\u677f\u3001\u8425\u9500\u81ea\u52a8\u5316\u548c\u98ce\u9669\u5de5\u4f5c\u6d41\u7a0b\u3002\u8fd9\u4e00\u987a\u5e8f\u786e\u4fdd\u6bcf\u4e2a\u9636\u6bb5\u90fd\u5efa\u7acb\u5728\u524d\u4e00\u9636\u6bb5\u5df2\u9a8c\u8bc1\u6570\u636e\u7684\u57fa\u7840\u4e0a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c55\u671b\u672a\u6765\uff0c\u51c6\u5907\u8fce\u63a5 2026 \u5e74\u53ca\u4ee5\u540e\u7684\u4f01\u4e1a\u5e94\u8ba4\u8bc6\u5230\uff0c\u5ba2\u6237\u671f\u671b\u548c\u76d1\u7ba1\u8981\u6c42\u5c06\u4e0d\u65ad\u63d0\u9ad8\u3002\u5982\u4eca\u5efa\u7acb\u8d77\u7684\u575a\u5b9e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u57fa\u7840\u4f7f\u60a8\u7684\u673a\u6784\u80fd\u591f\u5feb\u901f\u9002\u5e94\uff0c\u65e0\u8bba\u662f\u7eb3\u5165\u65b0\u7684\u6570\u636e\u6e90\u3001\u91c7\u7528\u5148\u8fdb\u7684\u5206\u6790\u6280\u672f\uff0c\u8fd8\u662f\u5e94\u5bf9\u65b0\u51fa\u73b0\u7684\u5408\u89c4\u8981\u6c42\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-use-investglass-for-crm-driven-financial-decisions\">\u4e3a\u4f55\u4f7f\u7528 InvestGlass \u8fdb\u884c CRM \u9a71\u52a8\u7684\u8d22\u52a1\u51b3\u7b56<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5ba2\u6237\u95e8\u6237\u5e73\u53f0\uff0c\u4e13\u4e3a\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u800c\u5efa\u3002\u4e0e\u9002\u7528\u4e8e\u91d1\u878d\u4e1a\u7684\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u4e0d\u540c\uff0cInvestGlass \u4ece\u4e00\u5f00\u59cb\u5c31\u662f\u4e3a\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u548c\u4fdd\u9669\u5de5\u4f5c\u6d41\u7a0b\u800c\u8bbe\u8ba1\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u505a\u51fa\u66f4\u597d\u8d22\u52a1\u51b3\u7b56\u7684\u5177\u4f53\u4f18\u52bf\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7efc\u5408\u6570\u5b57\u5165\u804c\u548c KYC<\/strong>:\u4ece\u7b2c\u4e00\u5929\u8d77\u5c31\u63d0\u4f9b\u5b8c\u6574\u7684\u5ba2\u6237\u6863\u6848\uff0c\u5185\u7f6e\u6587\u4ef6\u7ba1\u7406\u548c\u9002\u7528\u6027\u8bc4\u4f30\u529f\u80fd<\/li>\n\n\n\n<li><strong>\u6295\u8d44\u7ec4\u5408\u62a5\u544a<\/strong>:\u4e0e CRM \u5ba2\u6237\u8bb0\u5f55\u76f8\u8fde\u7684\u5b9e\u65f6\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u53ef\u8fdb\u884c\u771f\u6b63\u7684\u5173\u7cfb\u7ea7\u76c8\u5229\u5206\u6790<\/li>\n\n\n\n<li><strong>\u8425\u9500\u81ea\u52a8\u5316<\/strong>:\u6839\u636e\u8d22\u52a1\u7279\u5f81\u800c\u4e0d\u4ec5\u4ec5\u662f\u4eba\u53e3\u7edf\u8ba1\u5b66\u7279\u5f81\u6765\u5b9a\u4f4d\u5ba2\u6237\u7684\u8425\u9500\u6d3b\u52a8\u7ba1\u7406<\/li>\n\n\n\n<li><strong>\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316<\/strong>:\u6839\u636e\u8d22\u52a1\u9608\u503c\u548c\u98ce\u9669\u6307\u6807\u89e6\u53d1\u4efb\u52a1\u3001\u8b66\u62a5\u548c\u5ba1\u6279\u7684\u4e1a\u52a1\u89c4\u5219<\/li>\n\n\n\n<li><strong>\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/strong>:\u81ea\u52a9\u670d\u52a1\u8bbf\u95ee\uff0c\u51cf\u8f7b\u884c\u653f\u8d1f\u62c5\uff0c\u540c\u65f6\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u6258\u7ba1\u5728\u745e\u58eb\uff0c\u4e5f\u53ef\u8fdb\u884c\u73b0\u573a\u90e8\u7f72\uff0c\u652f\u6301\u745e\u58eb\u6570\u636e\u4fdd\u62a4\u6cd5\u3001GDPR \u4ee5\u53ca\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u7684\u5185\u90e8\u6570\u636e\u9a7b\u7559\u653f\u7b56\u3002\u8fd9\u89e3\u51b3\u4e86\u963b\u788d\u8bb8\u591a\u91d1\u878d\u673a\u6784\u91c7\u7528\u57fa\u4e8e\u4e91\u7684 crm \u8f6f\u4ef6\u7684\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u5ba2\u6237\u5305\u62ec\u79c1\u4eba\u94f6\u884c\u3001\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u3001\u5bb6\u65cf\u529e\u516c\u5ba4\u3001\u4fdd\u9669\u516c\u53f8\u548c\u91d1\u878d\u79d1\u6280\u516c\u53f8\uff0c\u5b83\u4eec\u9700\u8981\u7efc\u5408\u5de5\u5177\u6765\u7ba1\u7406\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u5ba2\u6237\u5173\u7cfb\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u5408\u89c4\u6027\u548c\u6295\u8d44\u7ec4\u5408\u529f\u80fd\u96c6\u4e2d\u5728\u4e00\u4e2a\u73af\u5883\u4e2d\uff0c\u800c\u4e0d\u662f\u7ba1\u7406\u591a\u4e2a\u7cfb\u7edf\uff0c\u8fd9\u5c06\u4f7f\u8fd9\u4e9b\u516c\u53f8\u53d7\u76ca\u532a\u6d45\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce Financial Services Cloud\u3001HubSpot \u548c Microsoft Dynamics 365 \u7b49\u7ade\u4e89\u5bf9\u624b\u63d0\u4f9b\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u529f\u80fd\uff0c\u800c InvestGlass \u5219\u63d0\u4f9b\u53d7\u76d1\u7ba1\u673a\u6784\u6240\u9700\u7684\u745e\u58eb\u4e3b\u6743\u548c\u4e13\u95e8\u6784\u5efa\u7684\u91d1\u878d\u670d\u52a1\u529f\u80fd\u3002\u8be5\u5e73\u53f0\u4f7f\u516c\u53f8\u80fd\u591f\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\uff0c\u540c\u65f6\u4fdd\u6301\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u6240\u671f\u671b\u7684\u6570\u636e\u5b89\u5168\u6027\u548c\u5408\u89c4\u6027\u6807\u51c6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u60a8\u60f3\u4e86\u89e3\u5982\u4f55\u5c06\u73b0\u6709\u8d22\u52a1\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u6574\u5408\u5230\u51b3\u7b56\u7ea7\u4eea\u8868\u677f\u548c\u5de5\u4f5c\u6d41\u4e2d\uff0cInvestGlass \u53ef\u6839\u636e\u60a8\u7684\u5177\u4f53\u4f7f\u7528\u6848\u4f8b\u548c\u6570\u636e\u73af\u5883\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u6f14\u793a\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-quickly-can-a-financial-institution-start-using-crm-data-for-better-decisions\">\u91d1\u878d\u673a\u6784\u5982\u4f55\u5feb\u901f\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u505a\u51fa\u66f4\u597d\u7684\u51b3\u7b56<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u4ece\u6536\u5165\u9884\u6d4b\u6216\u5ba2\u6237\u76c8\u5229\u80fd\u529b\u5206\u6790\u7b49\u91cd\u70b9\u8bd5\u70b9\u5f00\u59cb\uff0c\u5927\u591a\u6570\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u53ef\u4ee5\u5728 60 \u81f3 90 \u5929\u5185\u770b\u5230\u51b3\u7b56\u7684\u521d\u6b65\u6539\u8fdb\u3002\u65f6\u95f4\u8868\u901a\u5e38\u5305\u62ec\u4e24\u5468\u7684\u6570\u636e\u8bc4\u4f30\u3001\u56db\u5230\u516d\u5468\u7684\u6838\u5fc3\u7cfb\u7edf\u96c6\u6210\u51b2\u523a\uff0c\u4ee5\u53ca\u9488\u5bf9\u8d22\u52a1\u548c\u524d\u53f0\u56e2\u961f\u7684\u77ed\u671f\u57f9\u8bad\u9636\u6bb5\u3002InvestGlass \u9879\u76ee\u53ef\u4ee5\u91c7\u7528\u8fd9\u79cd\u5206\u9636\u6bb5\u7684\u65b9\u6cd5\uff0c\u800c\u4e0d\u4f1a\u5e72\u6270\u73b0\u6709\u7684\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u5728\u6269\u5927\u8303\u56f4\u4e4b\u524d\u5c55\u793a\u4ef7\u503c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-financial-metrics-should-be-tracked-inside-the-crm\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e94\u8ddf\u8e2a\u54ea\u4e9b\u8d22\u52a1\u6307\u6807<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5173\u952e\u6307\u6807\u5305\u62ec\u5173\u7cfb\u5c42\u9762\u7684\u6536\u5165\u3001\u6bcf\u4f4d\u5ba2\u6237\u7684\u670d\u52a1\u6210\u672c\u3001\u7ba1\u7406\u8d44\u4ea7\u3001\u51c0\u65b0\u589e\u8d44\u91d1\u3001\u8d39\u7528\u8986\u76d6\u7387\u4ee5\u53ca\u4ea7\u54c1\u5c42\u9762\u7684\u5229\u6da6\u7387\u3002\u6bcf\u4e2a\u6307\u6807\u90fd\u5e94\u6620\u5c04\u5230\u7279\u5b9a\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5b57\u6bb5\u548c\u6570\u636e\u6e90\uff0c\u4ee5\u4fbf\u4eea\u8868\u76d8\u4fdd\u6301\u4e00\u81f4\uff0c\u5e76\u53ef\u968f\u65f6\u95f4\u63a8\u79fb\u8fdb\u884c\u5ba1\u8ba1\u3002\u50cf\u6bcf\u4e2a\u5ba2\u6237\u5206\u90e8\u7684\u5229\u6da6\u8fd9\u6837\u7684\u7efc\u5408\u6307\u6807\u9700\u8981\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u53c2\u4e0e\u6570\u636e\u548c\u4f1a\u8ba1\u8f93\u5165\uff0c\u8fd9\u8bf4\u660e\u4e86\u4e3a\u4ec0\u4e48\u7cfb\u7edf\u96c6\u6210\u5bf9\u6709\u610f\u4e49\u7684\u8d22\u52a1\u62a5\u544a\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-it-safe-to-store-sensitive-financial-data-in-a-crm-platform\">\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u4e2d\u5b58\u50a8\u654f\u611f\u8d22\u52a1\u6570\u636e\u662f\u5426\u5b89\u5168<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u53d7\u76d1\u7ba1\u673a\u6784\u800c\u8a00\uff0c\u5b89\u5168\u6027\u53d6\u51b3\u4e8e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u63d0\u4f9b\u5546\u7684\u5b89\u5168\u67b6\u6784\u3001\u6258\u7ba1\u5730\u70b9\u3001\u6570\u636e\u52a0\u5bc6\u548c\u8bbf\u95ee\u63a7\u5236\u3002InvestGlass \u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u6258\u7ba1\u670d\u52a1\u6216\u73b0\u573a\u90e8\u7f72\uff0c\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u548c\u5ba1\u8ba1\u8ddf\u8e2a\u4e13\u4e3a\u6ee1\u8db3\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u9700\u6c42\u800c\u8bbe\u8ba1\u3002\u8be5\u5e73\u53f0\u7b26\u5408 FINMA \u901a\u51fd\u548c GDPR 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\u96c6\u4e2d\u7ba1\u7406\u5ba2\u6237\u6863\u6848\u3001\u8ddf\u8e2a\u7ecf\u5e38\u6027\u6536\u5165\u3001\u76d1\u63a7\u5ba2\u6237\u4e92\u52a8\u5e76\u9884\u6d4b\u73b0\u91d1\u6d41\uff0c\u800c\u65e0\u9700\u4e13\u95e8\u7684\u5206\u6790\u5e08\u3002\u57fa\u4e8e\u4e91\u7684\u8bbf\u95ee\u548c\u9884\u914d\u7f6e\u6a21\u677f\u51cf\u5c11\u4e86\u5bf9\u5927\u578b\u5185\u90e8 IT \u56e2\u961f\u7684\u9700\u6c42\uff0c\u4f7f\u5c0f\u578b\u516c\u53f8\u4e5f\u80fd\u4f7f\u7528\u4f01\u4e1a\u7ea7\u529f\u80fd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-crm-data-help-with-regulatory-reviews-and-audits\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u5982\u4f55\u5e2e\u52a9\u76d1\u7ba1\u5ba1\u67e5\u548c\u5ba1\u8ba1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u76d1\u7ba1\u673a\u6784\u8d8a\u6765\u8d8a\u671f\u5f85\u5b8c\u6574\u7684\u5ba2\u6237\u6863\u6848\u3001\u6e05\u6670\u7684\u5efa\u8bae\u8bb0\u5f55\u4ee5\u53ca\u900f\u660e\u7684\u9002\u5f53\u6027\u548c KYC \u68c0\u67e5\u8bc1\u636e\u3002InvestGlass \u7b49\u96c6\u6210\u5f0f\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u53ef\u5b58\u50a8\u5165\u804c\u8868\u683c\u3001\u98ce\u9669\u6982\u51b5\u3001\u6295\u8d44\u5efa\u8bae\u3001\u5ba2\u6237\u53cd\u9988\u4ee5\u53ca\u5e26\u6709\u65f6\u95f4\u6233\u548c\u7528\u6237\u5f52\u5c5e\u7684\u4e92\u52a8\u5907\u6ce8\u3002\u8fd9\u79cd\u7ed3\u6784\u5316\u7684\u5386\u53f2\u6570\u636e\u53ef\u4ee5\u66f4\u5feb\u5730\u54cd\u5e94\u5ba1\u8ba1\uff0c\u964d\u4f4e\u76d1\u7ba1\u68c0\u67e5\u671f\u95f4\u7684\u8fd0\u8425\u98ce\u9669\uff0c\u8bc1\u660e\u8d35\u516c\u53f8\u62e5\u6709\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u548c\u5408\u89c4\u4e49\u52a1\u7684\u5f3a\u5927\u4e1a\u52a1\u6d41\u7a0b\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>CRM data becomes a financial decision engine when it is complete, clean, and connected to core banking, portfolio, and accounting systems, enabling firms to move beyond contact tracking into strategic intelligence. Financial institutions can use CRM insights to improve pricing, risk assessment, liquidity planning, and profitability analysis throughout 2024 and 2025 planning cycles. InvestGlass, as [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":32677,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,918,380],"class_list":["post-49122","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-software","tag-swiss-digital-sovereignty"],"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 Use CRM Data for Better Financial Decisions | InvestGlass<\/title>\n<meta name=\"description\" content=\"CRM data becomes a financial decision engine when it is complete, clean, and connected to core banking, portfolio, and accounting systems, enabling firms\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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