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id=\"h-build-trust-from-the-very-first-interaction\">\u4ece\u7b2c\u4e00\u6b21\u4e92\u52a8\u5f00\u59cb\u5efa\u7acb\u4fe1\u4efb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u5ba2\u6237\u4ece\u7b2c\u4e00\u5929\u8d77\u5c31\u611f\u89c9\u5230\u6574\u4e2a\u8fc7\u7a0b\u662f\u900f\u660e\u3001\u53ef\u9884\u6d4b\u548c\u5b89\u5168\u7684\uff0c\u5c31\u4f1a\u4ea7\u751f\u4fe1\u4efb\u611f\u3002\u6df7\u4e71\u7684\u5165\u804c\u4f53\u9a8c\u9884\u793a\u7740\u516c\u53f8\u7684\u6295\u8d44\u7ba1\u7406\u53ef\u80fd\u540c\u6837\u6df7\u4e71\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u4e00\u5f00\u59cb\u5c31\u53d1\u9001\u5305\u542b\u65e5\u671f\u7684\u7cbe\u786e\u5165\u804c\u8def\u7ebf\u56fe\u3002\u4f8b\u5982\uff0c\u5206\u4eab\u4e00\u4e2a\u4e09\u6b65\u8ba1\u5212\uff1a\u7b2c\u4e00\u5468\u5305\u62ec\u53d1\u73b0\u548c\u6570\u636e\u6536\u96c6\uff0c\u7b2c\u4e8c\u5468\u5b8c\u6210\u8d26\u6237\u5f00\u7acb\u548c\u5408\u89c4\u68c0\u67e5\uff0c\u7b2c\u4e09\u5468\u5305\u62ec\u9996\u6b21\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\u3002\u8fd9\u79cd\u6e05\u6670\u5ea6\u53ef\u51cf\u5c11\u5ba2\u6237\u7684\u7126\u8651\uff0c\u5e76\u8bbe\u5b9a\u660e\u786e\u7684\u9884\u671f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u9645\u7ec6\u8282\u975e\u5e38\u91cd\u8981\u3002\u6bcf\u4e2a\u6b65\u9aa4\u5b8c\u6210\u540e\uff0c\u7acb\u5373\u53d1\u9001\u786e\u8ba4\u90ae\u4ef6\u3002\u5305\u542b\u6e05\u6670\u7684\u4e0b\u4e00\u6b65\u4fe1\u606f\uff0c\u660e\u786e\u544a\u8bc9\u5ba2\u6237\u63a5\u4e0b\u6765\u4f1a\u53d1\u751f\u4ec0\u4e48\u4ee5\u53ca\u4f55\u65f6\u53d1\u751f\u3002\u6307\u6d3e\u4e13\u95e8\u7684\u5165\u804c\u8054\u7cfb\u4eba\u56de\u7b54\u95ee\u9898\uff0c\u800c\u65e0\u9700\u5728\u90e8\u95e8\u4e4b\u95f4\u8f6c\u63a5\u7535\u8bdd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7b49\u73b0\u4ee3\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u53ef\u5728\u8868\u683c\u6216\u6587\u4ef6\u63d0\u4ea4\u540e\u7acb\u5373\u81ea\u52a8\u53d1\u9001\u4e2a\u6027\u5316\u786e\u8ba4\u3002\u8fd9\u4e9b\u63a5\u89e6\u70b9\u770b\u4f3c\u5fae\u5c0f\uff0c\u4f46\u7d2f\u79ef\u8d77\u6765\u5c31\u4f1a\u7ed9\u4eba\u4e00\u79cd\u6301\u7eed\u6c9f\u901a\u548c\u4e13\u4e1a\u7684\u611f\u89c9\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reduce-time-to-funded-account\">\u7f29\u77ed\u8d26\u6237\u8d44\u91d1\u5230\u4f4d\u65f6\u95f4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b80\u5316\u5165\u804c\u6d41\u7a0b\u7684\u91cd\u70b9\u662f\u7f29\u77ed\u4ece\u7b7e\u7f72\u59d4\u6258\u5230\u6ce8\u8d44\u8d26\u6237\u7684\u65f6\u95f4\u3002\u5bf9\u4e8e\u6807\u51c6\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\uff0c\u5408\u7406\u7684\u76ee\u6807\u662f\u4e94\u4e2a\u5de5\u4f5c\u65e5\u3002\u5bf9\u4e8e\u6d89\u53ca\u591a\u4e2a\u53d7\u76ca\u6240\u6709\u4eba\u6216\u8de8\u5883\u7ed3\u6784\u7684\u66f4\u590d\u6742\u60c5\u51b5\uff0c\u5341\u5929\u5e94\u8be5\u662f\u53ef\u4ee5\u5b9e\u73b0\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u7b7e\u540d\u65e0\u9700\u4f7f\u7528\u6e7f\u58a8\u548c\u5feb\u9012\u670d\u52a1\u3002\u9884\u586b\u8868\u683c\u53ef\u4ece\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u8bb0\u5f55\u4e2d\u63d0\u53d6\u73b0\u6709\u5ba2\u6237\u4fe1\u606f\uff0c\u56e0\u6b64\u5ba2\u6237\u53ea\u9700\u9a8c\u8bc1\u800c\u65e0\u9700\u91cd\u65b0\u8f93\u5165\u3002\u81ea\u52a8\u6570\u636e\u68c0\u67e5\u53ef\u5b9e\u65f6\u9a8c\u8bc1\u62a4\u7167\u53f7\u7801\u3001\u7a0e\u53f7\u548c IBAN\uff0c\u907f\u514d\u4e86\u4f20\u7edf\u6d41\u7a0b\u4e2d\u7684\u6765\u56de\u5954\u6ce2\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bf7\u770b\u8fd9\u4e2a\u4f8b\u5b50\uff1a\u4e00\u5bb6\u79c1\u4eba\u94f6\u884c\u7528\u5f15\u5bfc\u5f0f\u6570\u5b57\u8868\u5355\u53d6\u4ee3\u7535\u5b50\u90ae\u4ef6\u9644\u4ef6\uff0c\u5c06\u5e73\u5747 20 \u5929\u7684\u5904\u7406\u65f6\u95f4\u7f29\u77ed\u5230 7 \u5929\u3002\u8868\u5355\u6839\u636e\u5ba2\u6237\u7684\u56de\u7b54\u8fdb\u884c\u8c03\u6574\uff0c\u9690\u85cf\u65e0\u5173\u90e8\u5206\uff0c\u5e76\u5728\u5141\u8bb8\u63d0\u4ea4\u4e4b\u524d\u63d0\u793a\u7f3a\u5931\u7684\u4fe1\u606f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f5c\u4e3a\u4e00\u5bb6\u65e2\u80fd\u4ee5\u6700\u5feb\u901f\u5ea6\u6fc0\u6d3b\u8d26\u6237\uff0c\u53c8\u80fd\u4fdd\u6301\u5b8c\u5168\u5408\u89c4\u7684\u516c\u53f8\uff0c\u53ef\u4ee5\u521b\u9020\u771f\u6b63\u7684\u7ade\u4e89\u4f18\u52bf\u3002\u6f5c\u5728\u5ba2\u6237\u4f1a\u6ce8\u610f\u5230\uff0c\u5f53\u7ade\u4e89\u5bf9\u624b\u8fd8\u5728\u6536\u96c6\u6587\u4ef6\u65f6\uff0c\u4f60\u5df2\u7ecf\u53ef\u4ee5\u5f00\u59cb\u4e3a\u4ed6\u4eec\u63d0\u4f9b\u670d\u52a1\u4e86\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-improve-compliance-quality-while-cutting-manual-work\">\u63d0\u9ad8\u5408\u89c4\u8d28\u91cf\uff0c\u540c\u65f6\u51cf\u5c11\u4eba\u5de5\u64cd\u4f5c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b80\u5316\u5e76\u4e0d\u610f\u5473\u7740\u524a\u5f31\u53cd\u6d17\u94b1\u548c KYC \u63a7\u5236\u3002\u5b83\u610f\u5473\u7740\u66f4\u667a\u80fd\u7684\u63a7\u5236\uff0c\u80fd\u4ee5\u66f4\u5c11\u7684\u4eba\u5de5\u5de5\u4f5c\u91cf\u53d1\u73b0\u66f4\u591a\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0e\u4e34\u65f6\u624b\u52a8\u68c0\u67e5\u76f8\u6bd4\uff0c\u5728\u5165\u804c\u5de5\u4f5c\u6d41\u7a0b\u4e2d\u76f4\u63a5\u5d4c\u5165 PEP \u548c\u5236\u88c1\u68c0\u67e5\u53ef\u964d\u4f4e\u9057\u6f0f\u8b66\u62a5\u7684\u98ce\u9669\u3002\u5f53\u7b5b\u67e5\u5728\u6b63\u786e\u7684\u6b65\u9aa4\u81ea\u52a8\u8fdb\u884c\u65f6\uff0c\u4efb\u4f55\u4eba\u90fd\u4e0d\u4f1a\u56e0\u4e3a\u65f6\u95f4\u538b\u529b\u800c\u5fd8\u8bb0\u8fd0\u884c\u68c0\u67e5\u6216\u8df3\u8fc7\u68c0\u67e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e\u5c45\u4f4f\u56fd\u3001\u8d44\u91d1\u6765\u6e90\u548c\u4ea7\u54c1\u7c7b\u578b\u7b49\u5ba2\u89c2\u6807\u51c6\u8fdb\u884c\u81ea\u52a8\u98ce\u9669\u8bc4\u5206\uff0c\u53ef\u786e\u4fdd\u5bf9\u6240\u6709\u65b0\u5ba2\u6237\u8fdb\u884c\u4e00\u81f4\u7684\u5206\u7c7b\u3002\u5bf9\u4e8e\u6765\u81ea\u9ad8\u98ce\u9669\u8f96\u533a\u7684\u5ba2\u6237\uff0c\u65e0\u8bba\u7531\u54ea\u4f4d\u5ba2\u6237\u7ecf\u7406\u5904\u7406\uff0c\u90fd\u4f1a\u52a0\u5f3a\u5c3d\u804c\u8c03\u67e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u5c06\u6240\u6709\u68c0\u67e5\u3001\u6279\u51c6\u548c\u6587\u6863\u5b58\u50a8\u5728\u745e\u58eb\u6216\u672c\u5730\uff0c\u4ee5\u652f\u6301\u4e25\u683c\u7684\u6570\u636e\u9a7b\u7559\u653f\u7b56\u3002\u81ea\u52a8\u63a7\u5236\u548c\u5b89\u5168\u6587\u6863\u5b58\u50a8\u7684\u7ed3\u5408\u4f7f\u5408\u89c4\u56e2\u961f\u5bf9\u5165\u804c\u6d41\u7a0b\u7b26\u5408\u76d1\u7ba1\u8981\u6c42\u5145\u6ee1\u4fe1\u5fc3\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-components-of-a-simplified-financial-onboarding-process\">\u7b80\u5316\u8d22\u52a1\u5165\u804c\u6d41\u7a0b\u7684\u6838\u5fc3\u5185\u5bb9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5c06\u4e00\u4e9b\u6838\u5fc3\u6784\u4ef6\u6807\u51c6\u5316\uff0c\u5e76\u5728\u96f6\u552e\u3001\u79c1\u4eba\u94f6\u884c\u548c\u673a\u6784\u4e1a\u52a1\u4e2d\u91cd\u590d\u4f7f\u7528\uff0c\u53ef\u4ee5\u5b9e\u73b0\u7b80\u5316\u3002\u4e0e\u5176\u4e3a\u6bcf\u79cd\u5ba2\u6237\u7c7b\u578b\u91cd\u65b0\u8bbe\u8ba1\u6d41\u7a0b\uff0c\u4e0d\u5982\u8bbe\u8ba1\u53ef\u6839\u636e\u4e0d\u540c\u9700\u6c42\u8fdb\u884c\u914d\u7f6e\u7684\u6a21\u5757\u5316\u7ec4\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u7ec4\u6210\u90e8\u5206\u5305\u62ec<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u7ec4\u4ef6<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u7684<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u5b57\u6570\u636e\u91c7\u96c6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7528\u54cd\u5e94\u5f0f\u6570\u5b57\u95ee\u5377\u53d6\u4ee3\u7eb8\u8d28\u8868\u683c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8eab\u4efd\u9a8c\u8bc1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u901a\u8fc7\u6587\u4ef6\u626b\u63cf\u548c\u6570\u636e\u5e93\u68c0\u67e5\u786e\u8ba4\u5ba2\u6237\u8eab\u4efd<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>KYC \u548c\u9002\u5b9c\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8bc4\u4f30\u98ce\u9669\u72b6\u51b5\u548c\u6295\u8d44\u9002\u5f53\u6027<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u4ef6\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5728\u4e00\u4e2a\u5b89\u5168\u5730\u70b9\u6536\u96c6\u548c\u5b58\u50a8\u6240\u9700\u8bc1\u636e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5f00\u8bbe\u8d26\u6237<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5728\u4fdd\u7ba1\u548c\u94f6\u884c\u7cfb\u7edf\u4e2d\u5efa\u7acb\u8d26\u6237<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6b22\u8fce\u4ea4\u6d41<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u786e\u8ba4\u5b8c\u6210\u60c5\u51b5\u5e76\u4e3a\u9996\u6b21\u5ba1\u67e5\u8bbe\u5b9a\u671f\u671b\u503c<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5de5\u4f5c\u6d41\u7a0b\u4e2d\uff0c\u6bcf\u4e2a\u7ec4\u6210\u90e8\u5206\u90fd\u5e94\u662f\u4e00\u4e2a\u660e\u786e\u7684\u6b65\u9aa4\uff0c\u6709\u8d1f\u8d23\u4eba\u3001\u65f6\u95f4\u76ee\u6807\uff0c\u5e76\u5c3d\u91cf\u51cf\u5c11\u4ea4\u63a5\u3002\u5f53\u5408\u89c4\u90e8\u95e8\u8d1f\u8d23 KYC \u6279\u51c6\uff0c\u8fd0\u8425\u90e8\u95e8\u8d1f\u8d23\u8d26\u6237\u5f00\u7acb\u65f6\uff0c\u4e24\u4e2a\u56e2\u961f\u90fd\u80fd\u6e05\u695a\u5730\u77e5\u9053\u5404\u81ea\u5de5\u4f5c\u7684\u5f00\u59cb\u548c\u7ed3\u675f\u65f6\u95f4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-data-capture-instead-of-paper-forms\">\u6570\u5b57\u6570\u636e\u91c7\u96c6\u53d6\u4ee3\u7eb8\u8d28\u8868\u683c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fc5\u987b\u6253\u5370\u3001\u7b7e\u540d\u3001\u626b\u63cf\u5e76\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u53d1\u9001\u7684\u4f20\u7edf PDF \u8868\u5355\u4ee3\u8868\u4e86\u4f20\u7edf\u5ba2\u6237\u5165\u804c\u7684\u6240\u6709\u9519\u8bef\u3002\u5b83\u4eec\u901f\u5ea6\u6162\u3001\u5bb9\u6613\u51fa\u9519\uff0c\u7ed9\u5ba2\u6237\u5e26\u6765\u7cdf\u7cd5\u7684\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u54cd\u5e94\u5f0f\u6570\u5b57\u8868\u5355\u53ef\u5728\u624b\u673a\u548c\u7b14\u8bb0\u672c\u7535\u8111\u4e0a\u4f7f\u7528\uff0c\u5e76\u6839\u636e\u5c4f\u5e55\u8c03\u6574\u5e03\u5c40\u3002\u5b83\u4eec\u4ece\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u8bb0\u5f55\u4e2d\u63d0\u53d6\u9884\u586b\u5b57\u6bb5\uff0c\u56e0\u6b64\u5728\u521d\u6b21\u89c1\u9762\u65f6\u63d0\u4f9b\u59d3\u540d\u548c\u7535\u5b50\u90ae\u4ef6\u7684\u6f5c\u5728\u5ba2\u6237\u65e0\u9700\u518d\u6b21\u8f93\u5165\u3002\u6709\u6761\u4ef6\u7684\u95ee\u9898\u53ef\u4ee5\u9690\u85cf\u4e0d\u76f8\u5173\u7684\u90e8\u5206\uff0c\u56e0\u6b64\u56fd\u5185\u5ba2\u6237\u6c38\u8fdc\u4e0d\u4f1a\u770b\u5230\u6709\u5173\u56fd\u5916\u7a0e\u6536\u5c45\u4f4f\u5730\u7684\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u63d0\u4ea4\u524d\u81ea\u52a8\u9a8c\u8bc1\u9519\u8bef\u3002\u5982\u679c IBAN \u7684\u683c\u5f0f\u4e0d\u6b63\u786e\u6216\u62a4\u7167\u6709\u6548\u671f\u5df2\u8fc7\uff0c\u8868\u5355\u4f1a\u63d0\u793a\u7acb\u5373\u66f4\u6b63\uff0c\u800c\u4e0d\u662f\u5728\u51e0\u5929\u540e\u624d\u751f\u6210\u540e\u7eed\u7535\u5b50\u90ae\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u5c06\u591a\u9875\u7684\u79c1\u4eba\u94f6\u884c\u5e94\u7528\u7a0b\u5e8f\u8f6c\u53d8\u4e3a\u4e00\u4e2a\u5f15\u5bfc\u5411\u5bfc\uff0c\u5728 15 \u5206\u949f\u5185\u5b8c\u6210\u3002\u6bcf\u4e2a\u5c4f\u5e55\u6db5\u76d6\u4e00\u4e2a\u4e3b\u9898\uff0c\u8fdb\u5ea6\u81ea\u52a8\u4fdd\u5b58\uff0c\u5ba2\u6237\u53ef\u4ee5\u5728\u4e2d\u65ad\u65f6\u7a0d\u540e\u8fd4\u56de\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8d44\u73bb\u7483 <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=\"5945\">\u6570\u5b57\u5165\u804c<\/a> \u8868\u683c\u53ef\u5d4c\u5165\u7f51\u7ad9\u6216\u901a\u8fc7\u5b89\u5168\u9080\u8bf7\u51fd\u53d1\u9001\u7ed9\u6f5c\u5728\u5ba2\u6237\u3002\u6570\u636e\u76f4\u63a5\u6d41\u5165\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff0c\u65e0\u9700\u4eba\u5de5\u5904\u7406\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrated-digital-identity-and-kyc-checks\">\u7efc\u5408\u6570\u5b57\u8eab\u4efd\u548c KYC \u68c0\u67e5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u4ee3\u7684\u5165\u804c\u7a0b\u5e8f\u5c06\u89c6\u9891\u6216\u81ea\u62cd\u68c0\u67e5\u3001\u6587\u6863\u626b\u63cf\u548c\u540e\u7aef\u6570\u636e\u5e93\u68c0\u67e5\u6574\u5408\u5728\u4e00\u4e2a\u8def\u5f84\u4e2d\uff0c\u800c\u4e0d\u662f\u4f7f\u7528\u5355\u72ec\u7684\u5de5\u5177\u3002\u8fd9\u79cd\u6574\u5408\u51cf\u5c11\u4e86\u5ba2\u6237\u7684\u6469\u64e6\uff0c\u540c\u65f6\u63d0\u9ad8\u4e86\u6570\u636e\u6536\u96c6\u8d28\u91cf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5177\u4f53\u7684\u9a8c\u8bc1\u5305\u62ec\u4f7f\u7528\u5149\u5b66\u5b57\u7b26\u8bc6\u522b\u6280\u672f\u8bc6\u522b\u62a4\u7167\u548c\u56fd\u6c11\u8eab\u4efd\u8bc1\uff0c\u6839\u636e\u516c\u7528\u4e8b\u4e1a\u8d26\u5355\u6216\u94f6\u884c\u5bf9\u8d26\u5355\u9a8c\u8bc1\u5730\u5740\uff0c\u4ee5\u53ca\u6839\u636e\u6b27\u76df\u548c\u8054\u5408\u56fd\u5236\u88c1\u540d\u5355\u8fdb\u884c\u7b5b\u67e5\u3002\u8fd9\u4e9b\u68c0\u67e5\u53ea\u9700\u51e0\u79d2\u949f\u800c\u4e0d\u662f\u51e0\u5c0f\u65f6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8 KYC \u98ce\u9669\u8bc4\u5206\u5c06\u5ba2\u6237\u5206\u4e3a\u4f4e\u3001\u4e2d\u6216\u9ad8\u98ce\u9669\u7c7b\u522b\uff0c\u5e76\u6709\u76f8\u5e94\u7684\u5ba1\u67e5\u6b65\u9aa4\u3002\u62e5\u6709\u7b80\u5355\u6295\u8d44\u8d26\u6237\u7684\u4f4e\u98ce\u9669\u56fd\u5185\u5ba2\u6237\u53ef\u80fd\u53ea\u9700\u8981\u6807\u51c6\u5c3d\u804c\u8c03\u67e5\u3002\u7ed3\u6784\u590d\u6742\u7684\u9ad8\u98ce\u9669\u8de8\u5883\u5ba2\u6237\u5219\u9700\u8981\u9ad8\u7ea7\u5408\u89c4\u4eba\u5458\u8fdb\u884c\u5f3a\u5316\u5ba1\u67e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7 InvestGlass\uff0cKYC \u8bb0\u5f55\u4e0e\u5ba2\u6237\u8d44\u6599\u7ed1\u5b9a\u3002\u5f53 2026 \u5e74\u6216\u4ee5\u540e\u5b9a\u671f\u5ba1\u67e5\u5230\u671f\u65f6\uff0c\u7cfb\u7edf\u4f1a\u91cd\u590d\u4f7f\u7528\u73b0\u6709\u6570\u636e\uff0c\u800c\u4e0d\u662f\u518d\u6b21\u8be2\u95ee\u6bcf\u4e2a\u7ec6\u8282\u3002\u8fd9\u79cd\u65b9\u6cd5\u51cf\u8f7b\u4e86\u5ba2\u6237\u7684\u8d1f\u62c5\uff0c\u8ba9\u4ed6\u4eec\u4e86\u89e3\u81ea\u5df1\u7684\u4e49\u52a1\uff0c\u540c\u65f6\u4fdd\u6301\u7a33\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-streamlined-document-collection-and-e-signature\">\u7b80\u5316\u6587\u4ef6\u6536\u96c6\u548c\u7535\u5b50\u7b7e\u540d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u4ef6\u8981\u6c42\u5e94\u4e00\u6b21\u6027\u89e3\u91ca\u6e05\u695a\uff0c\u5e76\u5728\u7b80\u5355\u7684\u6e05\u5355\u4e2d\u5217\u51fa\u3002\u5ba2\u6237\u4e0d\u5e94\u8be5\u6536\u5230\u591a\u5c01\u90ae\u4ef6\uff0c\u8981\u6c42\u63d0\u4f9b\u76f8\u540c\u7684\u5730\u5740\u8bc1\u660e\uff0c\u6216\u8005\u6000\u7591\u81ea\u5df1\u662f\u5426\u5df2\u7ecf\u63d0\u4ea4\u4e86\u62a4\u7167\u590d\u5370\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u9700\u6587\u4ef6\u901a\u5e38\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6700\u8fd1\u4e09\u4e2a\u6708\u5185\u7684\u8eab\u4efd\u8bc1\u660e<\/li>\n\n\n\n<li>\u5730\u5740\u8bc1\u660e\uff0c\u5982\u516c\u7528\u4e8b\u4e1a\u8d26\u5355\u6216\u94f6\u884c\u5bf9\u8d26\u5355<\/li>\n\n\n\n<li>\u5927\u989d\u5b58\u6b3e\u7684\u8d44\u91d1\u6765\u6e90\u8bc1\u660e<\/li>\n\n\n\n<li>\u7a0e\u52a1\u5c45\u6c11\u81ea\u6211\u8bc1\u660e<\/li>\n\n\n\n<li>\u5df2\u7b7e\u7f72\u7684\u6295\u8d44\u6388\u6743\u6216\u54a8\u8be2\u534f\u8bae<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u7535\u5b50\u7b7e\u540d\u51cf\u5c11\u4e86\u5168\u6743\u59d4\u6258\u548c\u6295\u8d44\u653f\u7b56\u58f0\u660e\u7684\u9762\u8c08\u548c\u5feb\u9012\u670d\u52a1\u3002\u5ba2\u6237\u53ef\u4ee5\u5728\u4e16\u754c\u4efb\u4f55\u5730\u65b9\u67e5\u770b\u548c\u7b7e\u7f72\u6587\u4ef6\uff0c\u7b7e\u7f72\u7684\u7248\u672c\u4f1a\u81ea\u52a8\u5b58\u50a8\u5e76\u94fe\u63a5\u5230\u5176\u4e2a\u4eba\u8d44\u6599\u4e2d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u5c06\u5df2\u7b7e\u7f72\u7684\u6587\u4ef6\u5b58\u50a8\u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\uff0c\u5e76\u5c06\u5176\u4e0e\u5de5\u4f5c\u6d41\u7a0b\u94fe\u63a5\uff0c\u4ee5\u4fbf\u5ba1\u8ba1\u3002\u6bcf\u4e2a\u7b7e\u540d\u90fd\u6709\u65f6\u95f4\u6233\uff0c\u5e76\u4fdd\u7559\u5b8c\u6574\u7684\u76d1\u7ba1\u94fe\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-account-opening-and-portfolio-setup\">\u81ea\u52a8\u5f00\u6237\u548c\u6295\u8d44\u7ec4\u5408\u8bbe\u7f6e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65e6 KYC \u548c\u6587\u4ef6\u83b7\u5f97\u6279\u51c6\uff0c\u8d26\u6237\u5f00\u7acb\u5e94\u5728\u6cd5\u89c4\u5141\u8bb8\u7684\u8303\u56f4\u5185\u5c3d\u53ef\u80fd\u63a5\u8fd1\u81ea\u52a8\u8fd0\u884c\u3002\u5bf9\u4e8e\u6807\u51c6\u60c5\u51b5\uff0c\u8fd9\u610f\u5473\u7740\u9664\u4e86\u6700\u540e\u7684\u786e\u8ba4\u70b9\u51fb\u5916\uff0c\u65e0\u9700\u4eba\u5de5\u5e72\u9884\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u5de5\u4f5c\u6d41\u7a0b\u53ef\u5728\u6258\u7ba1\u7cfb\u7edf\u4e2d\u521b\u5efa\u8d26\u6237\u8bb0\u5f55\uff0c\u5e76\u6839\u636e\u5546\u5b9a\u7684\u98ce\u9669\u72b6\u51b5\u5206\u914d\u6295\u8d44\u7ec4\u5408\u6a21\u677f\u3002\u5e73\u8861\u914d\u7f6e\u6587\u4ef6\u4f1a\u81ea\u52a8\u63a5\u6536\u5e26\u6709\u9884\u5b9a\u4e49\u8d44\u4ea7\u5206\u914d\u548c\u8d39\u7528\u8868\u7684\u793a\u8303\u6295\u8d44\u7ec4\u5408\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u4e3a\u4e00\u4f4d\u5e73\u8861\u578b\u5ba2\u6237\u63d0\u4f9b\u54a8\u8be2\u59d4\u6258\u3002\u5408\u89c4\u5ba1\u6279\u901a\u8fc7\u540e\uff0c\u7cfb\u7edf\u4f1a\u81ea\u52a8\u521b\u5efa\u8d26\u6237\uff0c\u5206\u914d\u9002\u5f53\u7684\u793a\u8303\u6295\u8d44\u7ec4\u5408\uff0c\u8bbe\u7f6e\u6536\u8d39\u8868\uff0c\u5e76\u901a\u77e5\u5ba2\u6237\u7ecf\u7406\u5ba2\u6237\u5df2\u51c6\u5907\u597d\u53c2\u52a0\u9996\u6b21\u5ba1\u67e5\u4f1a\u8bae\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u53ef\u76f4\u63a5\u63a5\u6536\u5165\u804c\u6570\u636e\uff0c\u907f\u514d\u91cd\u590d\u8f93\u5165\uff0c\u5e76\u4e3a\u6574\u4e2a\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u63d0\u4f9b\u5355\u4e00\u771f\u5b9e\u6765\u6e90\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-proactive-communication-and-client-education\">\u4e3b\u52a8\u6c9f\u901a\u548c\u5ba2\u6237\u6559\u80b2<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7531\u4e8e\u660e\u786e\u800c\u5b9a\u671f\u7684\u66f4\u65b0\uff0c\u7b80\u5316\u7684\u5165\u804c\u6d41\u7a0b\u4e5f\u4f1a\u8ba9\u5ba2\u6237\u611f\u89c9\u7b80\u5355\u3002\u6c89\u9ed8\u662f\u5ba2\u6237\u4fe1\u5fc3\u7684\u654c\u4eba\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u91cd\u8981\u91cc\u7a0b\u7891\u4e0a\u53ca\u65f6\u53d1\u9001\u901a\u77e5\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KYC \u5df2\u83b7\u6279\u51c6\uff1a\u60a8\u7684\u5408\u89c4\u6027\u5ba1\u67e5\u5df2\u5b8c\u6210<\/li>\n\n\n\n<li>\u8d26\u6237\u5df2\u5f00\u901a\uff1a\u60a8\u7684\u8d26\u6237\u5df2\u6fc0\u6d3b\uff0c\u53ef\u968f\u65f6\u6ce8\u8d44<\/li>\n\n\n\n<li>\u7b2c\u4e00\u4efd\u62a5\u8868\u53ef\u7528\uff1a\u60a8\u7684\u521d\u59cb\u6295\u8d44\u7ec4\u5408\u62a5\u544a\u5df2\u5728\u60a8\u7684\u95e8\u6237\u7f51\u7ad9\u4e0a\u51c6\u5907\u5c31\u7eea<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5305\u62ec\u7b80\u77ed\u7684\u6559\u80b2\u5185\u5bb9\uff0c\u89e3\u91ca\u4e3a\u4ec0\u4e48\u9700\u8981\u67d0\u4e9b\u6587\u4ef6\uff0c\u4ee5\u53ca\u745e\u58eb\u6216\u6b27\u76df\u6cd5\u89c4\u5982\u4f55\u4fdd\u62a4\u5ba2\u6237\u3002\u5f53\u5ba2\u6237\u4e86\u89e3\u7533\u8bf7\u80cc\u540e\u7684\u76ee\u7684\u65f6\uff0c\u4ed6\u4eec\u66f4\u6709\u53ef\u80fd\u53ca\u65f6\u5b8c\u6210\u7533\u8bf7\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8d44\u73bb\u7483 <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=\"5946\">\u5e02\u573a\u8425\u9500<\/a> \u81ea\u52a8\u5316\u7cfb\u7edf\u53ef\u4ee5\u6839\u636e\u4e0d\u540c\u7684\u5ba2\u6237\u7fa4\uff0c\u901a\u8fc7\u9884\u5b9a\u4e49\u6a21\u677f\u53d1\u9001\u8fd9\u4e9b\u4fe1\u606f\u3002\u5bf9\u5ba2\u6237\u8fdb\u884c\u6d41\u7a0b\u6559\u80b2\u53ef\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\uff0c\u5e76\u4e3a\u5efa\u7acb\u66f4\u7262\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\u5960\u5b9a\u57fa\u7840\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-seven-practical-steps-to-simplify-your-onboarding-workflow\">\u7b80\u5316\u5165\u804c\u5de5\u4f5c\u6d41\u7a0b\u7684\u4e03\u4e2a\u5b9e\u7528\u6b65\u9aa4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u8282\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5177\u4f53\u7684\u3001\u5faa\u5e8f\u6e10\u8fdb\u7684\u65b9\u6cd5\uff0c\u4efb\u4f55\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6216\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u90fd\u53ef\u4ee5\u5728 2025 \u5e74\u671f\u95f4\u9075\u5faa\uff0c\u4ee5\u66f4\u65b0\u5176\u5165\u804c\u6d41\u7a0b\u3002\u4ece\u7ed8\u5236\u5f53\u524d\u6d41\u7a0b\u56fe\u5230\u8861\u91cf\u7ed3\u679c\u5e76\u4e0d\u65ad\u6539\u8fdb\uff0c\u5404\u4e2a\u6b65\u9aa4\u76f8\u4e92\u8854\u63a5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u4e2a\u6b65\u9aa4\u90fd\u5305\u62ec\u4e0e\u5927\u578b\u548c\u5c0f\u578b\u91d1\u878d\u673a\u6784\u76f8\u5173\u7684\u5b9e\u4f8b\u3002InvestGlass \u4f5c\u4e3a\u4e00\u4e2a\u5e73\u53f0\uff0c\u53ef\u5728\u5355\u4e00\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u5ba2\u6237\u95e8\u6237\u73af\u5883\u4e2d\u534f\u8c03\u8fd9\u4e9b\u6b65\u9aa4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-map-and-time-your-current-onboarding-journey\">\u7b2c 1 \u6b65 \u7ed8\u5236\u5f53\u524d\u7684\u5165\u804c\u6d41\u7a0b\u56fe\u5e76\u8bbe\u5b9a\u65f6\u95f4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u7b80\u5316\u4e4b\u524d\uff0c\u5fc5\u987b\u5148\u4e86\u89e3\u8981\u7b80\u5316\u4ec0\u4e48\u3002\u753b\u51fa\u4ece\u7b2c\u4e00\u6b21\u4f1a\u8bae\u5230\u7b2c\u4e00\u6b21\u53d1\u8a00\u7684\u6bcf\u4e00\u4e2a\u63a5\u89e6\u70b9\uff0c\u5305\u62ec\u56e2\u961f\u4e4b\u95f4\u7684\u4ea4\u63a5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u7ed8\u56fe\u5de5\u4f5c\u53ef\u80fd\u4f1a\u663e\u793a\u5f53\u524d\u7684\u65c5\u7a0b\u9700\u8981 25 \u4e2a\u6b65\u9aa4\u548c 30 \u4e2a\u65e5\u5386\u65e5\u3002\u8bb0\u5f55\u54ea\u4e9b\u5730\u65b9\u82b1\u8d39\u4e86\u65f6\u95f4\u7b49\u5f85\u800c\u4e0d\u662f\u5de5\u4f5c\u3002\u5e38\u89c1\u7684\u74f6\u9888\u5305\u62ec\u7b49\u5f85\u6e7f\u7b7e\u540d\u3001\u7535\u5b50\u90ae\u4ef6\u6536\u4ef6\u7bb1\u4e2d\u5806\u79ef\u5982\u5c71\u7684\u624b\u52a8\u5408\u89c4\u5ba1\u6279\uff0c\u4ee5\u53ca\u8ffd\u5bfb\u4e22\u5931\u6587\u4ef6\u7684\u7535\u8bdd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u83b7\u53d6\u57fa\u51c6\u6307\u6807\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ece\u521d\u6b21\u8054\u7cfb\u5230 KYC \u6279\u51c6\u7684\u5e73\u5747\u65f6\u95f4<\/li>\n\n\n\n<li>\u4ece KYC \u6279\u51c6\u5230\u8d26\u6237\u6ce8\u8d44\u7684\u5e73\u5747\u65f6\u95f4<\/li>\n\n\n\n<li>\u8981\u6c42\u5ba2\u6237\u63d0\u4f9b\u7f3a\u5931\u4fe1\u606f\u7684\u6b21\u6570<\/li>\n\n\n\n<li>\u5165\u804c\u7533\u8bf7\u5b8c\u6210\u7387<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u6307\u6807\u4e3a\u8861\u91cf\u6539\u8fdb\u60c5\u51b5\u5960\u5b9a\u4e86\u57fa\u7840\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-standardise-onboarding-paths-for-main-client-types\">\u6b65\u9aa4 2 \u7edf\u4e00\u4e3b\u8981\u5ba2\u6237\u7c7b\u578b\u7684\u5165\u804c\u8def\u5f84<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u4e49\u4e00\u5c0f\u5957\u6807\u51c6\u65c5\u7a0b\uff0c\u800c\u4e0d\u662f\u5c06\u6bcf\u4e2a\u6848\u4f8b\u90fd\u89c6\u4e3a\u72ec\u4e00\u65e0\u4e8c\u7684\u3002\u5e38\u89c1\u7684\u8def\u5f84\u5305\u62ec\u96f6\u552e\u6295\u8d44\u8005\u3001\u9ad8\u51c0\u503c\u79c1\u4eba\u94f6\u884c\u5ba2\u6237\u3001\u5c0f\u578b\u4f01\u4e1a\u8d26\u6237\u548c\u673a\u6784\u59d4\u6258\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u91cd\u590d\u4f7f\u7528\u5171\u4eab\u6846\u67b6\u7684\u540c\u65f6\uff0c\u6bcf\u4e2a\u65c5\u7a0b\u90fd\u53ef\u4ee5\u6709\u81ea\u5df1\u7684\u6587\u4ef6\u6e05\u5355\u3001KYC \u6df1\u5ea6\u548c\u5ba1\u6279\u89c4\u5219\u3002\u5177\u4f53\u89c4\u5219\u53ef\u9488\u5bf9\u4ea7\u54c1\u7b80\u5355\u7684\u56fd\u5185\u5ba2\u6237\u89c4\u5b9a\u7b80\u5316\u7684\u5c3d\u804c\u8c03\u67e5\uff0c\u9488\u5bf9\u7ed3\u6784\u590d\u6742\u7684\u8de8\u5883\u60c5\u51b5\u89c4\u5b9a\u5f3a\u5316\u7684\u5c3d\u804c\u8c03\u67e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5de5\u4f5c\u6d41\u7a0b\u53ef\u5c06\u8fd9\u4e9b\u8def\u5f84\u4f5c\u4e3a\u53ef\u91cd\u590d\u4f7f\u7528\u7684\u6a21\u677f\uff0c\u987e\u95ee\u53ea\u9700\u5355\u51fb\u5373\u53ef\u89e6\u53d1\u3002\u5f53\u5ba2\u6237\u7ecf\u7406\u5c06\u5ba2\u6237\u786e\u5b9a\u4e3a\u6807\u51c6\u7684\u79c1\u4eba\u94f6\u884c\u6f5c\u5728\u5ba2\u6237\u65f6\uff0c\u76f8\u5e94\u7684\u5165\u804c\u8def\u5f84\u4f1a\u81ea\u52a8\u6fc0\u6d3b\uff0c\u5e76\u5305\u542b\u6240\u6709\u76f8\u5173\u6b65\u9aa4\u548c\u8981\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-replace-paper-with-digital-smart-forms\">\u6b65\u9aa4 3 \u7528\u6570\u5b57\u667a\u80fd\u8868\u683c\u53d6\u4ee3\u7eb8\u8d28\u8868\u683c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91c7\u53d6\u5206\u9636\u6bb5\u7684\u65b9\u6cd5\uff0c\u9996\u5148\u8f6c\u6362\u6700\u5e38\u7528\u7684\u8868\u683c\u3002\u5f00\u6237\u7533\u8bf7\u8868\u548c\u6295\u8d44\u6982\u51b5\u8c03\u67e5\u8868\u901a\u5e38\u4f7f\u7528\u91cf\u6700\u5927\uff0c\u4e5f\u6700\u4ee4\u4eba\u5934\u75bc\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5176\u539f\u7406\u5f88\u7b80\u5355\uff1a\u53ea\u8981\u6c42\u63d0\u4f9b\u4e00\u6b21\u6570\u636e\uff0c\u5e76\u5728\u6240\u6709\u4e0b\u6e38\u7cfb\u7edf\u4e2d\u91cd\u590d\u4f7f\u7528\u3002\u5b9e\u65f6\u9a8c\u8bc1\u53ef\u9632\u6b62\u63d0\u4ea4\u4e0d\u5b8c\u6574\u7684\u7a0e\u53f7\u6216\u7578\u5f62\u7684\u7535\u5b50\u90ae\u4ef6\u5730\u5740\uff0c\u4ece\u800c\u51cf\u5c11\u56de\u6eaf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728 InvestGlass\uff0c\u8868\u5355\u5b57\u6bb5\u76f4\u63a5\u6620\u5c04\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5c5e\u6027\u3002\u5f53\u5ba2\u6237\u5728\u6570\u5b57\u8868\u5355\u4e0a\u8f93\u5165\u5730\u5740\u65f6\uff0c\u8be5\u5730\u5740\u4f1a\u7acb\u5373\u663e\u793a\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6863\u6848\u3001KYC \u8bb0\u5f55\u548c\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u4e2d\uff0c\u65e0\u9700\u518d\u6b21\u8f93\u5165\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-embed-compliance-checks-into-the-workflow\">\u6b65\u9aa4 4 \u5c06\u5408\u89c4\u68c0\u67e5\u5d4c\u5165\u5de5\u4f5c\u6d41\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u7cfb\u7edf\u5916\u68c0\u67e5\u548c\u7535\u5b50\u8868\u683c\u8f6c\u5411\u7531\u5de5\u4f5c\u6d41\u89c4\u5219\u63a7\u5236\u7684\u5d4c\u5165\u5f0f\u53cd\u6d17\u94b1\u548c KYC \u6b65\u9aa4\u3002\u6279\u51c6\u3001\u62d2\u7edd\u548c\u5347\u7ea7\u5e94\u81ea\u52a8\u8bb0\u5f55\uff0c\u5e76\u5e26\u6709\u65f6\u95f4\u6233\uff0c\u4ee5\u4fbf\u5ba1\u8ba1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u89c4\u5219\u6837\u672c\u53ef\u80fd\u5305\u62ec\u5728 30 \u5929\u5185\u7d2f\u8ba1\u5b58\u6b3e\u8d85\u8fc7\u4e00\u5b9a\u9608\u503c\u65f6\u81ea\u52a8\u5347\u7ea7\uff0c\u6216\u5728\u5b9e\u76ca\u62e5\u6709\u6743\u6d89\u53ca\u9ad8\u98ce\u9669\u7ba1\u8f96\u533a\u65f6\u8fdb\u884c\u5f3a\u5236\u6027\u9ad8\u7ea7\u5408\u89c4\u5ba1\u67e5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\u786e\u4fdd\u5728\u672a\u5b8c\u6210\u5f3a\u5236\u6027\u68c0\u67e5\u7684\u60c5\u51b5\u4e0b\uff0c\u4efb\u4f55\u8d26\u6237\u90fd\u4e0d\u80fd\u8f6c\u5165\u6ce8\u8d44\u72b6\u6001\u3002\u5165\u804c\u6d41\u7a0b\u901a\u8fc7\u8bbe\u8ba1\u7b26\u5408\u8981\u6c42\uff0c\u800c\u4e0d\u662f\u5e0c\u671b\u6709\u4eba\u8bb0\u5f97\u52fe\u9009\u65b9\u6846\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-5-automate-internal-tasks-and-notifications\">\u7b2c 5 \u6b65 \u81ea\u52a8\u6267\u884c\u5185\u90e8\u4efb\u52a1\u548c\u901a\u77e5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5185\u90e8\u81ea\u52a8\u5316\u5e94\u5904\u7406\u91cd\u590d\u6027\u7684\u884c\u653f\u4efb\u52a1\uff0c\u5982\u4e3a\u4e2d\u5c42\u529e\u516c\u5ba4\u521b\u5efa\u7968\u636e\u3001\u53d1\u9001\u7f3a\u5931\u6587\u4ef6\u63d0\u9192\uff0c\u6216\u5728\u884c\u52a8\u903e\u671f\u65f6\u63d0\u9192\u5173\u7cfb\u7ecf\u7406\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u5316\u5b9e\u4f8b\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f53\u5ba2\u6237\u5728\u4e09\u5929\u5185\u672a\u5b8c\u6210\u8868\u683c\u65f6\uff0c\u5411\u5173\u7cfb\u7ecf\u7406\u53d1\u9001\u63d0\u9192\u4fe1\u606f<\/li>\n\n\n\n<li>\u5728\u5408\u89c4\u5ba1\u6279\u65b0\u8d26\u6237\u65f6\u521b\u5efa\u64cd\u4f5c\u4efb\u52a1<\/li>\n\n\n\n<li>\u5f53\u9ad8\u4ef7\u503c\u5ba2\u6237\u8fbe\u5230\u8d44\u91d1\u95e8\u69db\u65f6\uff0c\u901a\u77e5\u5408\u89c4\u56e2\u961f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u72b6\u6001\u4eea\u8868\u677f\u5e2e\u52a9\u7ba1\u7406\u5c42\u4e86\u89e3\u54ea\u4e9b\u8d26\u6237\u88ab\u5361\u4f4f\u53ca\u5176\u539f\u56e0\uff0c\u4ee5\u5b9e\u65f6\u53ef\u89c1\u6027\u53d6\u4ee3\u624b\u52a8\u7535\u5b50\u90ae\u4ef6\u66f4\u65b0\u3002InvestGlass \u4efb\u52a1\u81ea\u52a8\u5316\u51cf\u5c11\u4e86\u4eba\u5de5\u8ddf\u8fdb\uff0c\u4f7f\u56e2\u961f\u53ef\u4ee5\u4e13\u6ce8\u4e8e\u4e0e\u5ba2\u6237\u8fdb\u884c\u6709\u610f\u4e49\u7684\u5bf9\u8bdd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-6-create-a-digital-client-portal-for-onboarding\">\u7b2c 6 \u6b65 \u4e3a\u5165\u804c\u521b\u5efa\u6570\u5b57\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u4e3a\u8868\u683c\u3001\u6587\u4ef6\u3001\u4fe1\u606f\u548c\u5165\u804c\u72b6\u6001\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5b89\u5168\u7684\u573a\u6240\u3002\u8fd9\u6d88\u9664\u4e86\u5206\u6563\u7684\u7535\u5b50\u90ae\u4ef6\u7ebf\u7a0b\uff0c\u964d\u4f4e\u4e86\u654f\u611f\u4fe1\u606f\u88ab\u53d1\u9001\u5230\u9519\u8bef\u5730\u5740\u7684\u98ce\u9669\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u95e8\u6237\u7f51\u7ad9\u4e0a\u53ef\u89c1\u7684\u9879\u76ee\u5e94\u5305\u62ec\u672a\u5b8c\u6210\u7684\u6587\u4ef6\u3001\u5df2\u7b7e\u7f72\u7684\u4efb\u52a1\u3001\u5373\u5c06\u4e3e\u884c\u7684\u4f1a\u8bae\u4ee5\u53ca\u5165\u804c\u8fdb\u5ea6\u6307\u6807\u3002\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u4ee5\u5ba2\u6237\u559c\u6b22\u7684\u8bed\u8a00\u63d0\u4f9b\u6bcf\u5929 24 \u5c0f\u65f6\u7684\u81ea\u52a9\u670d\u52a1\uff0c\u4ece\u800c\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u95e8\u6237\u7f51\u7ad9\u53ef\u5728\u745e\u58eb\u6216\u672c\u5730\u6258\u7ba1\uff0c\u4ee5\u6ee1\u8db3\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u53ca\u5176\u5ba2\u6237\u5bf9\u6570\u636e\u9a7b\u7559\u548c\u9690\u79c1\u7684\u671f\u671b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-7-monitor-kpis-and-continuously-refine\">\u7b2c 7 \u6b65 \u76d1\u63a7\u5173\u952e\u7ee9\u6548\u6307\u6807\u5e76\u4e0d\u65ad\u5b8c\u5584<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6301\u7eed\u8861\u91cf\u63a8\u52a8\u4e0d\u65ad\u6539\u8fdb\u3002\u9700\u8981\u8ddf\u8e2a\u7684\u5173\u952e\u6307\u6807\u5305\u62ec<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u516c\u5236<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u76ee\u6807<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6309\u90e8\u95e8\u5206\u5217\u7684\u5e73\u5747\u4e0a\u5c97\u65f6\u95f4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b2c\u4e00\u5e74\u51cf\u5c11 30%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u5b57\u8868\u683c\u5b8c\u6210\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u4e8e 85%<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5165\u804c\u540e\u7684\u5ba2\u6237\u6ee1\u610f\u5ea6\u8bc4\u5206<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u4e8e 8 \u5206\uff08\u6ee1\u5206 10 \u5206<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6bcf 100 \u4e2a\u8d26\u6237\u7684\u5408\u89c4\u5f02\u5e38\u60c5\u51b5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f4e\u4e8e 5<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u6708\u5bf9\u8fd9\u4e9b\u6307\u6807\u8fdb\u884c\u5ba1\u67e5\u53ef\u4ee5\u53d1\u73b0\u4e00\u4e9b\u89c4\u5f8b\uff0c\u5982\u67d0\u4e2a\u5730\u533a\u6216\u4ea7\u54c1\u7ebf\u7684\u5ef6\u8bef\u3002\u6bcf\u5b63\u5ea6\u4e00\u6b21\u7684\u5c0f\u6539\u8fdb\u53ef\u4ee5\u4f7f\u53d8\u5316\u4fdd\u6301\u5728\u53ef\u63a7\u8303\u56f4\u5185\uff0c\u800c\u4e0d\u9700\u8981\u7834\u574f\u6027\u7684\u5927\u7206\u70b8\u9879\u76ee\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4eea\u8868\u677f\u53ef\u4e3a\u9886\u5bfc\u5c42\u548c\u5408\u89c4\u56e2\u961f\u663e\u793a CRM \u5185\u90e8\u7684\u5165\u804c\u5173\u952e\u7ee9\u6548\u6307\u6807\uff0c\u4ece\u800c\u4ee5\u6570\u636e\u4e3a\u5bfc\u5411\uff0c\u51b3\u5b9a\u4f18\u5316\u5de5\u4f5c\u7684\u91cd\u70b9\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-onboarding-mistakes-that-make-processes-harder-than-necessary\">\u5e38\u89c1\u7684\u5165\u804c\u9519\u8bef\u4f1a\u4f7f\u6d41\u7a0b\u53d8\u5f97\u56f0\u96be\u91cd\u91cd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bb8\u591a\u516c\u53f8\u5728\u7eb8\u5f20\u548c\u7b52\u4ed3\u5f0f\u5de5\u5177\u65b9\u9762\u517b\u6210\u7684\u4e60\u60ef\u65e0\u610f\u4e2d\u589e\u52a0\u4e86\u590d\u6742\u6027\u3002\u8fd9\u4e9b\u6a21\u5f0f\u5f80\u5f80\u4e0d\u88ab\u8d28\u7591\uff0c\u56e0\u4e3a\u5b83\u4eec\u4e00\u76f4\u90fd\u662f\u8fd9\u6837\u505a\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u907f\u514d\u8fd9\u4e9b\u5e38\u89c1\u95ee\u9898\u53ef\u4ee5\u5927\u5927\u7f29\u77ed\u5165\u804c\u65f6\u95f4\uff0c\u51cf\u5c11\u53cc\u65b9\u7684\u632b\u8d25\u611f\u3002\u6211\u4eec\u7684\u76ee\u6807\u4e0d\u662f\u6279\u8bc4\uff0c\u800c\u662f\u6307\u51fa\u6539\u8fdb\u7684\u673a\u4f1a\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-overloading-clients-with-documents-and-questions\">\u5411\u5ba2\u6237\u63d0\u4f9b\u8fc7\u591a\u6587\u4ef6\u548c\u95ee\u9898<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u60c5\u51b5\u662f\uff0c\u5ba2\u6237\u4f1a\u540c\u65f6\u6536\u5230\u5197\u957f\u3001\u91cd\u590d\u7684\u8c03\u67e5\u95ee\u5377\u548c\u666e\u901a\u5c0f\u518c\u5b50\u3002\u7cbe\u795e\u8d1f\u62c5\u53d8\u5f97\u4e0d\u582a\u91cd\u8d1f\uff0c\u7535\u5b50\u90ae\u4ef6\u6536\u4ef6\u7bb1\u4e2d\u7684\u8868\u683c\u4e5f\u53d8\u5f97\u6b8b\u7f3a\u4e0d\u5168\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u4fe1\u606f\u5206\u4e3a\u5fc5\u8981\u4fe1\u606f\u548c\u6709\u7528\u4fe1\u606f\u3002\u5ba2\u6237\u65e0\u9700\u5728\u8d26\u6237\u5f00\u7acb\u524d\u5b8c\u6210\u53d7\u76ca\u4eba\u6307\u5b9a\u3002\u5728\u63d0\u4f9b\u57fa\u672c\u8054\u7cfb\u4fe1\u606f\u4e4b\u524d\uff0c\u4ed6\u4eec\u4e0d\u9700\u8981\u9605\u8bfb\u957f\u8fbe 40 \u9875\u7684\u6761\u6b3e\u548c\u6761\u4ef6\u6587\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52a8\u6001\u8868\u5355\u53ef\u4ee5\u6839\u636e\u5ba2\u6237\u7684\u56de\u7b54\u9690\u85cf\u4e0d\u76f8\u5173\u7684\u90e8\u5206\u3002\u5982\u679c\u5ba2\u6237\u8868\u793a\u81ea\u5df1\u6ca1\u6709\u56fd\u5916\u7a0e\u52a1\u5c45\u7559\u6743\uff0c\u5219\u4e0d\u5e94\u770b\u5230\u6709\u5173\u56fd\u5916\u8d26\u6237\u62a5\u544a\u7684\u95ee\u9898\u3002InvestGlass \u667a\u80fd\u8868\u5355\u4f1a\u81ea\u52a8\u6267\u884c\u8fd9\u4e00\u6761\u4ef6\u903b\u8f91\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-using-disconnected-tools-and-manual-data-transfer\">\u4f7f\u7528\u65ad\u5f00\u8fde\u63a5\u7684\u5de5\u5177\u548c\u624b\u52a8\u6570\u636e\u4f20\u8f93<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bb8\u591a\u56e2\u961f\u4ecd\u5728\u7535\u5b50\u90ae\u4ef6\u3001\u7535\u5b50\u8868\u683c\u3001\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u548c\u8d22\u52a1\u89c4\u5212\u8f6f\u4ef6\u4e4b\u95f4\u624b\u52a8\u4f20\u8f93\u5ba2\u6237\u6570\u636e\u3002\u6bcf\u6b21\u624b\u52a8\u4f20\u8f93\u90fd\u4f1a\u9020\u6210\u9519\u8bef\u548c\u5ef6\u8bef\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u98ce\u9669\u5305\u62ec\uff1a\u5404\u7cfb\u7edf\u7684\u5ba2\u6237\u6863\u6848\u4e0d\u4e00\u81f4\uff1b\u5f53\u4fe1\u606f\u65e0\u6cd5\u6d41\u5411\u5408\u89c4\u5de5\u5177\u65f6\uff0cKYC \u6807\u5fd7\u4f1a\u88ab\u9057\u6f0f\uff1b\u5f53\u5206\u652f\u673a\u6784\u4fdd\u5b58\u4e0d\u540c\u7684\u8bb0\u5f55\u65f6\uff0c\u4f1a\u51fa\u73b0\u91cd\u590d\u5de5\u4f5c\u3002\u8fd9\u4e9b\u8131\u8282\u73b0\u8c61\u8ba9\u5458\u5de5\u548c\u5ba2\u6237\u90fd\u611f\u5230\u6cae\u4e27\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u4e00\u4e2a\u8bb0\u5f55\u4e2d\u4fdd\u5b58\u6f5c\u5728\u5ba2\u6237\u3001KYC \u548c\u6295\u8d44\u7ec4\u5408\u6570\u636e\u7684\u5355\u4e00\u96c6\u6210\u5e73\u53f0\u53ef\u4ee5\u89e3\u51b3\u8fd9\u4e9b\u95ee\u9898\u3002InvestGlass \u65e8\u5728\u4e3a\u91d1\u878d\u673a\u6784\u53d1\u6325\u8fd9\u4e00\u6838\u5fc3\u4f5c\u7528\uff0c\u901a\u8fc7 API \u4e0e\u73b0\u6709\u7cfb\u7edf\u8fde\u63a5\uff0c\u540c\u65f6\u4fdd\u6301\u7edf\u4e00\u7684\u5ba2\u6237\u89c6\u56fe\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ignoring-the-client-perspective-and-language\">\u5ffd\u89c6\u5ba2\u6237\u7684\u89c2\u70b9\u548c\u8bed\u8a00<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u590d\u6742\u7684\u5185\u90e8\u672f\u8bed\u548c\u5bf9\u76d1\u7ba1\u8981\u6c42\u7684\u4e0d\u660e\u786e\u89e3\u91ca\u5bfc\u81f4\u5ba2\u6237\u63a8\u8fdf\u6216\u653e\u5f03\u5165\u804c\u3002\u5f53\u8868\u683c\u8981\u6c42\u63d0\u4f9b \u201c\u8bc1\u660e\u8d22\u5bcc\u6765\u6e90\u5408\u6cd5\u7684\u8bc1\u636e \u201d\u65f6\uff0c\u8bb8\u591a\u5ba2\u6237\u6839\u672c\u4e0d\u77e5\u9053\u8be5\u63d0\u4f9b\u4ec0\u4e48\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u50cf\u5bf9\u5f85\u5ba2\u6237\u4e00\u6837\u6d4b\u8bd5\u81ea\u5df1\u7684\u8868\u683c\u548c\u7535\u5b50\u90ae\u4ef6\u3002\u627e\u51fa\u5bb9\u6613\u6df7\u6dc6\u7684\u90e8\u5206\u548c\u53ef\u4ee5\u7b80\u5316\u7684\u5197\u957f\u6bb5\u843d\u3002\u63d0\u4f9b\u6a21\u677f\uff0c\u4ee5\u9002\u5408\u5ba2\u6237\u7fa4\u7684\u901a\u4fd7\u8bed\u8a00\u89e3\u91ca\u53cd\u6d17\u94b1\u3001\"\u5ba2\u6237\u4e86\u89e3\u4f60 \"\u548c\u9002\u5f53\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5141\u8bb8\u81ea\u5b9a\u4e49\u5185\u5bb9\u548c\u591a\u8bed\u8a00\u4fe1\u606f\uff0c\u56e0\u6b64\u6bcf\u4f4d\u5ba2\u6237\u90fd\u80fd\u4ee5\u81ea\u5df1\u559c\u6b22\u7684\u8bed\u8a00\u67e5\u770b\u4fe1\u606f\u3002\u6e05\u6670\u7684\u5ba2\u6237\u6c9f\u901a\u53ef\u5efa\u7acb\u4fe1\u4efb\uff0c\u51cf\u5c11\u5ba2\u6237\u653e\u5f03\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-failing-to-follow-up-when-clients-slow-down\">\u5728\u5ba2\u6237\u653e\u6162\u811a\u6b65\u65f6\u6ca1\u6709\u8ddf\u8fdb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bb8\u591a\u6709\u524d\u9014\u7684\u5ba2\u6237\u5173\u7cfb\u4e4b\u6240\u4ee5\u505c\u6ede\u4e0d\u524d\uff0c\u662f\u56e0\u4e3a\u5728\u7f3a\u5c11\u8868\u683c\u6216\u6587\u4ef6\u65f6\u6ca1\u6709\u6709\u6761\u4e0d\u7d0a\u5730\u8ddf\u8fdb\u3002\u5ba2\u6237\u672c\u60f3\u5b8c\u6210\u7533\u8bf7\uff0c\u5374\u5206\u5fc3\u4e86\u3002\u5982\u679c\u6ca1\u6709\u63d0\u9192\uff0c\u51e0\u5929\u5c31\u4f1a\u53d8\u6210\u51e0\u5468\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u548c\u95e8\u6237\u7f51\u7ad9\u4fe1\u606f\uff0c\u5728\u4e24\u4e09\u5929\u6ca1\u6709\u6d3b\u52a8\u540e\u81ea\u52a8\u53d1\u51fa\u6e29\u99a8\u63d0\u9192\uff0c\u53ef\u4ee5\u91cd\u65b0\u542f\u52a8\u505c\u6ede\u4e0d\u524d\u7684\u5165\u804c\u7533\u8bf7\u3002\u5bf9\u4e8e\u9ad8\u4ef7\u503c\u6216\u590d\u6742\u7684\u6848\u4f8b\uff0c\u4e2a\u4eba\u7535\u8bdd\u5e94\u4f5c\u4e3a\u81ea\u52a8\u63d0\u9192\u7684\u8865\u5145\uff0c\u800c\u4e0d\u662f\u53d6\u800c\u4ee3\u4e4b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5de5\u4f5c\u6d41\u7a0b\u53ef\u6839\u636e\u8d26\u6237\u4ef7\u503c\u6216\u98ce\u9669\u6c34\u5e73\u4e3a\u987e\u95ee\u5206\u914d\u540e\u7eed\u4efb\u52a1\uff0c\u786e\u4fdd\u5b9d\u8d35\u7684\u673a\u4f1a\u4e0d\u88ab\u9519\u5931\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-simplifies-financial-client-onboarding-with-swiss-data-sovereignty\">InvestGlass \u5982\u4f55\u901a\u8fc7\u745e\u58eb\u6570\u636e\u4e3b\u6743\u7b80\u5316\u91d1\u878d\u5ba2\u6237\u5165\u804c\u624b\u7eed<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\uff0c\u4e13\u4e3a\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u516c\u53f8\u6253\u9020\u3002\u6240\u6709\u5165\u804c\u529f\u80fd\u90fd\u96c6\u4e2d\u5728\u4e00\u4e2a\u7cfb\u7edf\u5185\uff0c\u5305\u62ec\u6570\u5b57\u8868\u5355\u3001KYC\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u8425\u9500\u81ea\u52a8\u5316\u3001\u4eba\u5de5\u667a\u80fd\u5de5\u5177\u548c\u5ba2\u6237\u95e8\u6237\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u745e\u58eb\u6258\u7ba1\u6216\u9884\u7f6e\u5438\u5f15\u4e86\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u5176\u4ed6\u5bf9\u9690\u79c1\u548c\u6570\u636e\u5c45\u4f4f\u5730\u6709\u4e25\u683c\u8981\u6c42\u7684\u53d7\u76d1\u7ba1\u673a\u6784\u3002\u8fd9\u79cd\u5b9a\u4f4d\u5bf9\u4e8e\u6b27\u6d32\u3001\u4e2d\u4e1c\u3001\u4e9a\u6d32\u548c\u62c9\u4e01\u7f8e\u6d32\u4e3a\u56fd\u9645\u8d22\u5bcc\u7ba1\u7406\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u5e76\u9700\u8981\u5f3a\u5927\u8de8\u5883\u63a7\u5236\u7684\u516c\u53f8\u5c24\u4e3a\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-unified-digital-onboarding-and-crm-for-banks-and-wealth-managers\">\u4e3a\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u63d0\u4f9b\u7edf\u4e00\u7684\u6570\u5b57\u5316\u5165\u804c\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u670d\u52a1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u6f5c\u5728\u5ba2\u6237\u8ddf\u8e2a\u3001\u5165\u804c\u5de5\u4f5c\u6d41\u7a0b\u548c\u6301\u7eed\u5173\u7cfb\u7ba1\u7406\u6574\u5408\u5728\u4e00\u4e2a\u754c\u9762\u4e2d\u3002\u5173\u7cfb\u7ecf\u7406\u53ef\u4ee5\u770b\u5230\u6bcf\u4f4d\u5ba2\u6237\u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u7684\u72b6\u6001\uff0c\u800c\u65e0\u9700\u81f4\u7535\u8fd0\u8425\u90e8\u95e8\u4e86\u89e3\u6700\u65b0\u72b6\u6001\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u671f\u95f4\u6536\u96c6\u7684\u5b57\u6bb5\u4f1a\u7acb\u5373\u663e\u793a\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u914d\u7f6e\u6587\u4ef6\u4e2d\uff0c\u5e76\u53ef\u4f9b\u6295\u8d44\u7ec4\u5408\u548c\u8425\u9500\u6a21\u5757\u4f7f\u7528\u3002\u5f53\u5ba2\u6237\u5b8c\u6210\u98ce\u9669\u72b6\u51b5\u8c03\u67e5\u95ee\u5377\u540e\uff0c\u53ef\u7acb\u5373\u8bbf\u95ee\u8be5\u4fe1\u606f\uff0c\u4ee5\u8fdb\u884c\u9002\u5f53\u6027\u68c0\u67e5\u548c\u6295\u8d44\u5efa\u8bae\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u6837\u505a\u7684\u597d\u5904\u662f\uff0c\u5408\u89c4\u3001\u9500\u552e\u548c\u670d\u52a1\u56e2\u961f\u5728\u4f7f\u7528\u540c\u4e00\u6570\u636e\u96c6\u65f6\uff0c\u53ea\u9700\u67e5\u770b\u4e00\u4e2a\u5ba2\u6237\u89c6\u56fe\u3002\u8fd9\u79cd\u7edf\u4e00\u7684\u65b9\u6cd5\u6d88\u9664\u4e86\u56f0\u6270\u4f7f\u7528\u4e92\u4e0d\u5173\u8054\u7684\u5de5\u5177\u7684\u516c\u53f8\u7684\u4e0d\u4e00\u81f4\u6027\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-embedded-kyc-aml-and-compliance-workflows\">\u5d4c\u5165\u5f0f KYC\u3001AML \u548c\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06 KYC \u95ee\u5377\u8c03\u67e5\u3001\u98ce\u9669\u8bc4\u5206\u548c\u5ba1\u6279\u6b65\u9aa4\u6784\u5efa\u4e3a\u6307\u5bfc\u6027\u4efb\u52a1\uff0c\u800c\u4e0d\u662f\u5206\u6563\u5728\u4e0d\u540c\u7cfb\u7edf\u4e2d\u7684\u5355\u72ec\u6838\u5bf9\u8868\u3002\u5408\u89c4\u4e13\u5458\u4e0e\u5ba2\u6237\u7ecf\u7406\u5728\u540c\u4e00\u5e73\u53f0\u4e0a\u5de5\u4f5c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d7\u76ca\u6240\u6709\u4eba\u6587\u4ef6\u3001\u8d22\u5bcc\u6765\u6e90\u8bc1\u636e\u548c\u5173\u7cfb\u8bf4\u660e\u7b49\u8be6\u7ec6\u4fe1\u606f\u4f1a\u76f4\u63a5\u9644\u52a0\u5230\u5ba2\u6237\u8bb0\u5f55\u4e2d\u3002\u9884\u5b9a\u4e49\u7684\u89c4\u5219\u8981\u6c42\u5bf9\u9ad8\u98ce\u9669\u6863\u6848\u8fdb\u884c\u4e8c\u7ebf\u5ba1\u67e5\uff0c\u5e76\u81ea\u52a8\u8bb0\u5f55\u6240\u6709\u51b3\u5b9a\u4ee5\u5907\u5ba1\u8ba1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5728\u745e\u58eb\u6258\u7ba1\u5e73\u53f0\u5185\u96c6\u4e2d\u68c0\u67e5\uff0c\u516c\u53f8\u53ef\u5c55\u793a\u5bf9\u5ba2\u6237\u6570\u636e\u7684\u6709\u529b\u63a7\u5236\u548c\u5bf9\u76d1\u7ba1\u7684\u4e25\u683c\u9075\u5b88\u3002\u8fd9\u79cd\u65b9\u6cd5\u65e2\u80fd\u5efa\u7acb\u5ba2\u6237\u4fe1\u4efb\uff0c\u53c8\u80fd\u9632\u6b62\u6570\u636e\u6cc4\u9732\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-portal-for-secure-onboarding-and-ongoing-service\">\u7528\u4e8e\u5b89\u5168\u5165\u804c\u548c\u6301\u7eed\u670d\u52a1\u7684\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u95e8\u6237\u7f51\u7ad9\u4e3a\u5ba2\u6237\u63d0\u4f9b\u4e86\u4e00\u4e2a\u54c1\u724c\u5316\u7684\u5b89\u5168\u573a\u6240\uff0c\u7528\u4e8e\u5b8c\u6210\u5165\u804c\u6b65\u9aa4\u3001\u4e0a\u4f20\u6587\u4ef6\u548c\u7b7e\u7f72\u534f\u8bae\u3002\u540c\u4e00\u95e8\u6237\u7f51\u7ad9\u968f\u540e\u8fd8\u63d0\u4f9b\u6295\u8d44\u7ec4\u5408\u62a5\u544a\u3001\u4e1a\u7ee9\u4eea\u8868\u76d8\u548c\u5b89\u5168\u4fe1\u606f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u65b9\u6cd5\u51cf\u5c11\u4e86\u7535\u5b50\u90ae\u4ef6\u6d41\u91cf\uff0c\u964d\u4f4e\u4e86\u5411\u9519\u8bef\u5730\u5740\u53d1\u9001\u654f\u611f\u4fe1\u606f\u7684\u98ce\u9669\u3002\u5ba2\u6237\u975e\u5e38\u559c\u6b22\u5c06\u6240\u6709\u4fe1\u606f\u96c6\u4e2d\u5728\u4e00\u4e2a\u5730\u65b9\uff0c\u800c\u4e0d\u662f\u5728\u7535\u5b50\u90ae\u4ef6\u7ebf\u7a0b\u4e2d\u641c\u7d22\u6587\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u54c1\u724c\u9009\u9879\u5141\u8bb8\u95e8\u6237\u7f51\u7ad9\u53cd\u6620\u94f6\u884c\u6216\u8d22\u5bcc\u7ecf\u7406\u7684\u8eab\u4efd\uff0c\u800c InvestGlass \u5219\u5728\u5e55\u540e\u7ba1\u7406\u5b89\u5168\u7684\u57fa\u7840\u8bbe\u65bd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-and-ai-to-reduce-manual-effort\">\u81ea\u52a8\u5316\u548c\u4eba\u5de5\u667a\u80fd\u51cf\u5c11\u4eba\u5de5\u64cd\u4f5c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u81ea\u52a8\u6267\u884c\u53d1\u9001\u6b22\u8fce\u7535\u5b50\u90ae\u4ef6\u3001\u521b\u5efa\u5ba1\u6838\u63d0\u9192\u548c\u6807\u8bb0\u7f3a\u5931\u6587\u4ef6\u7b49\u4efb\u52a1\u3002\u8fd9\u4e9b\u81ea\u52a8\u5316\u4efb\u52a1\u4e3a\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u548c\u5408\u89c4\u4eba\u5458\u8282\u7701\u4e86\u65f6\u95f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u5de5\u5177\u53ef\u4ee5\u5e2e\u52a9\u5bf9\u6587\u4ef6\u8fdb\u884c\u5206\u7c7b\uff0c\u603b\u7ed3\u5ba2\u6237\u8d44\u6599\uff0c\u6216\u4e3a\u8d22\u52a1\u987e\u95ee\u63d0\u51fa\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8\u5efa\u8bae\u3002\u51c6\u5907\u4e0e\u5ba2\u6237\u4f1a\u9762\u7684\u5ba2\u6237\u7ecf\u7406\u53ef\u4ee5\u5feb\u901f\u67e5\u770b\u4eba\u5de5\u667a\u80fd\u751f\u6210\u7684\u5ba2\u6237\u8d22\u52a1\u76ee\u6807\u548c\u8fd1\u671f\u4e92\u52a8\u6458\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u89c4\u5219\u548c\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u53ef\u6839\u636e\u516c\u53f8\u7684\u98ce\u9669\u504f\u597d\u548c\u76d1\u7ba1\u73af\u5883\u8fdb\u884c\u914d\u7f6e\u3002\u76ee\u6807\u662f\u63d0\u9ad8\u987e\u95ee\u7684\u5de5\u4f5c\u6548\u7387\uff0c\u540c\u65f6\u4fdd\u6301\u5bf9\u91cd\u8981\u51b3\u7b56\u7684\u4eba\u5de5\u76d1\u7763\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-client-onboarding-checklist-for-simplified-financial-workflows\">\u7b80\u5316\u8d22\u52a1\u5de5\u4f5c\u6d41\u7a0b\u7684\u5ba2\u6237\u5165\u804c\u6e05\u5355<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4efd\u6e05\u5355\u4e3a 2025 \u5e74\u548c 2026 \u5e74\u7684\u9879\u76ee\u63d0\u4f9b\u4e86\u4e00\u4efd\u5b9e\u7528\u7684\u3001\u8fd1\u4e4e\u968f\u65f6\u53ef\u7528\u7684\u6e05\u5355\u3002\u987e\u95ee\u3001\u5408\u89c4\u5b98\u5458\u548c\u8fd0\u8425\u8d1f\u8d23\u4eba\u53ef\u6839\u636e\u5404\u81ea\u673a\u6784\u7684\u5177\u4f53\u8981\u6c42\u5bf9\u5176\u8fdb\u884c\u8c03\u6574\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6838\u5bf9\u8868\u53ef\u76f4\u63a5\u5728 InvestGlass \u5de5\u4f5c\u6d41\u7a0b\u4e2d\u914d\u7f6e\uff0c\u4ee5\u4fbf\u8ddf\u8e2a\u548c\u95ee\u8d23\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-essential-items-for-a-simplified-onboarding-checklist\">\u7b80\u5316\u5165\u804c\u6e05\u5355\u7684\u57fa\u672c\u9879\u76ee<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u51c6\u5907\u9636\u6bb5<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728\u53d1\u9001\u4efb\u4f55\u8868\u683c\u524d\u786e\u8ba4\u5ba2\u6237\u7fa4\u548c\u4ea7\u54c1\u8303\u56f4\uff0c\u4ee5\u907f\u514d\u591a\u4f59\u7684\u95ee\u9898<\/li>\n\n\n\n<li>\u786e\u5b9a\u6240\u6709\u5fc5\u8981\u7684\u53c2\u4e0e\u8005\uff0c\u5305\u62ec\u53d7\u76ca\u6240\u6709\u4eba\u548c\u6388\u6743\u7b7e\u5b57\u4eba<\/li>\n\n\n\n<li>\u6307\u5b9a\u5165\u804c\u8d1f\u8d23\u4eba\uff0c\u8d1f\u8d23\u534f\u8c03\u6574\u4e2a\u5ba2\u6237\u5165\u804c\u6d41\u7a0b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u63a5\u5f85\u9636\u6bb5<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u521b\u5efa\u6216\u66f4\u65b0 CRM \u8bb0\u5f55\uff0c\u5176\u4e2d\u5305\u542b\u5173\u952e\u8054\u7cfb\u4eba\u6570\u636e\uff0c\u5305\u62ec\u7535\u5b50\u90ae\u4ef6\u3001\u7535\u8bdd\u3001\u7eb3\u7a0e\u5c45\u4f4f\u5730\u548c\u653f\u6cbb\u4e0a\u66b4\u9732\u7684\u4eba\u5458\u72b6\u6001\u5b57\u6bb5<\/li>\n\n\n\n<li>\u53d1\u9001\u6570\u5b57\u5165\u804c\u9080\u8bf7\u51fd\uff0c\u660e\u786e\u622a\u6b62\u65e5\u671f\u548c\u4efb\u4f55\u95ee\u9898\u7684\u652f\u6301\u8054\u7cfb\u4eba<\/li>\n\n\n\n<li>\u63d0\u4f9b\u8bbf\u95ee\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u7684\u6743\u9650\uff0c\u4ee5\u4fbf\u4e0a\u4f20\u6587\u4ef6\u548c\u8ddf\u8e2a\u72b6\u6001<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9a8c\u8bc1\u9636\u6bb5<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f7f\u7528\u6587\u4ef6\u626b\u63cf\u548c\u751f\u7269\u8bc6\u522b\u68c0\u67e5\u7b49\u6570\u5b57\u65b9\u6cd5\u5b8c\u6210\u8eab\u4efd\u9a8c\u8bc1<\/li>\n\n\n\n<li>\u586b\u5199 KYC \u95ee\u5377\uff0c\u5185\u5bb9\u5305\u62ec\u6295\u8d44\u76ee\u6807\u3001\u98ce\u9669\u627f\u53d7\u80fd\u529b\u548c\u8d44\u91d1\u6765\u6e90<\/li>\n\n\n\n<li>\u9644\u4e0a\u8bc1\u660e\u6587\u4ef6\uff0c\u5305\u62ec\u62a4\u7167\u626b\u63cf\u4ef6\u3001\u5730\u5740\u8bc1\u660e\u548c\u8d22\u5bcc\u8bc1\u660e<\/li>\n\n\n\n<li>\u6267\u884c\u53cd\u6d17\u94b1\u7b5b\u67e5\u548c\u5236\u88c1\u68c0\u67e5\uff0c\u5e76\u5c06\u7ed3\u679c\u8bb0\u5f55\u5728\u6848<\/li>\n\n\n\n<li>\u5b8c\u6210\u98ce\u9669\u8bc4\u5206\u5e76\u83b7\u5f97\u6240\u9700\u7684\u5408\u89c4\u5ba1\u6279<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5f00\u6237\u9636\u6bb5<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u751f\u6210\u5e76\u53d1\u9001\u4f9b\u7535\u5b50\u7b7e\u540d\u7684\u534f\u8bae\u548c\u4efb\u52a1\uff0c\u5305\u62ec\u6240\u6709\u5fc5\u8981\u7684\u5f53\u4e8b\u65b9<\/li>\n\n\n\n<li>\u5728\u6258\u7ba1\u6216\u94f6\u884c\u7cfb\u7edf\u4e2d\u5f00\u8bbe\u5ba2\u6237\u8d26\u6237<\/li>\n\n\n\n<li>\u914d\u7f6e\u6536\u8d39\u8868\u548c\u62a5\u544a\u9996\u9009\u9879<\/li>\n\n\n\n<li>\u6839\u636e\u5546\u5b9a\u7684\u98ce\u9669\u72b6\u51b5\u5efa\u7acb\u6295\u8d44\u7ec4\u5408\u6a21\u677f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6b22\u8fce\u9636\u6bb5<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u786e\u8ba4\u7b2c\u4e00\u7b14\u8d44\u91d1\u5e76\u9a8c\u8bc1\u8d26\u6237\u662f\u5426\u5b8c\u5168\u6b63\u5e38\u8fd0\u884c<\/li>\n\n\n\n<li>\u53d1\u9001\u5305\u542b\u95e8\u6237\u7f51\u7ad9\u8bbf\u95ee\u8bf4\u660e\u548c\u5173\u952e\u8054\u7cfb\u4eba\u7684\u6b22\u8fce\u5305<\/li>\n\n\n\n<li>\u5728 30 \u81f3 45 \u5929\u5185\u5b89\u6392\u7b2c\u4e00\u6b21\u6218\u7565\u6216\u5ba1\u67e5\u4f1a\u8bae<\/li>\n\n\n\n<li>\u6839\u636e\u98ce\u9669\u6c34\u5e73\u89c4\u5212\u6301\u7eed\u7684 KYC \u5ba1\u67e5\u5468\u671f<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-to-keep-onboarding-simple-and-client-centric\">\u4fdd\u6301\u5165\u804c\u7b80\u5355\u5e76\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u6700\u4f73\u5b9e\u8df5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ec5\u6709\u6280\u672f\u662f\u4e0d\u591f\u7684\u3002\u6d41\u7a0b\u89c4\u8303\u548c\u7ec4\u7ec7\u6587\u5316\u5bf9\u4e8e\u6210\u529f\u5b9e\u65bd\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u540c\u6837\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u6700\u4f73\u5b9e\u8df5\u4fa7\u91cd\u4e8e\u5165\u804c\u65c5\u7a0b\u7684\u6c9f\u901a\u3001\u8bbe\u8ba1\u548c\u7ba1\u7406\u3002\u65e0\u8bba\u60a8\u7684\u670d\u52a1\u5bf9\u8c61\u662f\u79c1\u4eba\u94f6\u884c\u5ba2\u6237\u3001\u72ec\u7acb\u987e\u95ee\u8d26\u6237\uff0c\u8fd8\u662f\u5bfb\u6c42\u6295\u8d44\u670d\u52a1\u7684\u4f1a\u8ba1\u5e08\u4e8b\u52a1\u6240\uff0c\u5b83\u4eec\u90fd\u9002\u7528\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-design-onboarding-around-real-client-journeys\">\u56f4\u7ed5\u771f\u5b9e\u7684\u5ba2\u6237\u65c5\u7a0b\u8bbe\u8ba1\u5165\u804c\u57f9\u8bad<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e\u5ba2\u6237\u80cc\u666f\u800c\u975e\u5185\u90e8\u7ec4\u7ec7\u7ed3\u6784\u89c4\u5212\u65c5\u7a0b\u3002\u9996\u6b21\u6295\u8d44\u7684\u6295\u8d44\u8005\u4e0e\u51fa\u552e\u516c\u53f8\u7684\u4f01\u4e1a\u5bb6\u6216\u62e5\u6709\u591a\u4ee3\u8d22\u5bcc\u7684\u5bb6\u65cf\u529e\u516c\u5ba4\u6709\u7740\u4e0d\u540c\u7684\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e\u5177\u4f53\u60c5\u51b5\u8c03\u6574\u4fe1\u606f\u91cf\u548c\u5165\u804c\u901f\u5ea6\u3002\u5f00\u7acb\u7b2c\u4e00\u4e2a\u6295\u8d44\u8d26\u6237\u7684\u5e74\u8f7b\u4e13\u4e1a\u4eba\u58eb\u5e94\u5728\u51e0\u5206\u949f\u5185\u5b8c\u6210\u6ce8\u518c\u3002\u590d\u6742\u7684\u516c\u53f8\u7ed3\u6784\u53ef\u80fd\u9700\u8981\u6570\u5468\u7684\u5206\u6790\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5bf9\u987e\u95ee\u548c\u5ba2\u6237\u8fd1\u5e74\u6765\u7684\u8bbf\u8c08\uff0c\u53ef\u4ee5\u53d1\u73b0\u9700\u8981\u6d88\u9664\u7684\u6469\u64e6\u70b9\u3002\u5ba2\u6237\u5728\u54ea\u4e9b\u65b9\u9762\u8868\u793a\u6cae\u4e27\uff1f\u987e\u95ee\u5728\u54ea\u4e9b\u65b9\u9762\u82b1\u8d39\u4e86\u4e0d\u5fc5\u8981\u7684\u65f6\u95f4\u8ffd\u5bfb\u4fe1\u606f\uff1f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u7ec6\u5206\u5e02\u573a\u548c\u5de5\u4f5c\u6d41\u7a0b\u53ef\u53cd\u6620\u8fd9\u4e9b\u4e0d\u540c\u7684\u65c5\u7a0b\uff0c\u53ea\u9700\u6700\u5c11\u7684\u989d\u5916\u914d\u7f6e\uff0c\u5373\u53ef\u652f\u6301\u5927\u89c4\u6a21\u7684\u4e2a\u6027\u5316\u670d\u52a1\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-communicate-in-clear-and-predictable-steps\">\u4ee5\u6e05\u6670\u3001\u53ef\u9884\u6d4b\u7684\u6b65\u9aa4\u8fdb\u884c\u6c9f\u901a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528\u7b80\u5355\u7684\u8bed\u8a00\u5b89\u6392\u65e5\u7a0b\uff0c\u5982\u7b2c\u4e00\u5929\u53d1\u9001\u6b22\u8fce\u90ae\u4ef6\uff0c\u7b2c\u4e09\u5929\u5728\u8868\u683c\u4e0d\u5b8c\u6574\u7684\u60c5\u51b5\u4e0b\u53d1\u9001\u63d0\u9192\u90ae\u4ef6\uff0c\u6bcf\u5468\u66f4\u65b0\u76f4\u81f3\u5165\u804c\u7ed3\u675f\u3002\u6bcf\u5c01\u90ae\u4ef6\u90fd\u5e94\u91cd\u7533\u5ba2\u6237\u5728\u6d41\u7a0b\u4e2d\u6240\u5904\u7684\u4f4d\u7f6e\u4ee5\u53ca\u9700\u8981\u5b8c\u6210\u7684\u5de5\u4f5c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u51c6\u786e\u7684\u65f6\u95f4\u8868\u53ef\u4ee5\u51cf\u5c11\u7126\u8651\uff0c\u5c24\u5176\u662f\u5728\u5408\u89c4\u68c0\u67e5\u9700\u8981\u6570\u5929\u7684\u60c5\u51b5\u4e0b\u3002\u5982\u679c\u5ba2\u6237\u77e5\u9053 KYC \u5ba1\u67e5\u901a\u5e38\u9700\u8981\u4e24\u4e2a\u5de5\u4f5c\u65e5\uff0c\u5c31\u4e0d\u4f1a\u5728\u6ca1\u6709\u7acb\u5373\u6536\u5230\u56de\u590d\u65f6\u62c5\u5fc3\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e2d\u7684\u6a21\u677f\u53ef\u5c06\u8fd9\u79cd\u6c9f\u901a\u6807\u51c6\u5316\uff0c\u540c\u65f6\u4ecd\u5141\u8bb8\u987e\u95ee\u63d0\u4f9b\u4e2a\u4eba\u5907\u6ce8\u3002\u81ea\u52a8\u5316\u548c\u4eba\u6027\u5316\u7684\u7ed3\u5408\u521b\u9020\u4e86\u4e00\u4e2a\u9ad8\u6548\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u540c\u65f6\u8fd8\u8ba9\u4eba\u611f\u89c9\u5230\u4e2a\u4eba\u5316\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-empower-staff-with-training-and-internal-playbooks\">\u901a\u8fc7\u57f9\u8bad\u548c\u5185\u90e8\u64cd\u4f5c\u624b\u518c\u589e\u5f3a\u5458\u5de5\u80fd\u529b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u548c\u652f\u6301\u4eba\u5458\u63d0\u4f9b\u6e05\u6670\u7684\u64cd\u4f5c\u624b\u518c\uff0c\u5176\u4e2d\u5305\u542b\u6570\u5b57\u5165\u804c\u5de5\u5177\u7684\u622a\u56fe\u548c\u811a\u672c\u3002\u4eba\u4eec\u65e0\u6cd5\u4f7f\u7528\u81ea\u5df1\u4e0d\u4e86\u89e3\u7684\u7cfb\u7edf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u542f\u52a8\u65b0\u5de5\u4f5c\u6d41\u7a0b\u65f6\uff0c\u77ed\u671f\u57f9\u8bad\u8bfe\u7a0b\u5e94\u5305\u62ec\u4f7f\u7528\u6d4b\u8bd5\u5ba2\u6237\u7aef\u8fdb\u884c\u7ec3\u4e60\u3002\u56e2\u961f\u7ed3\u6784\u5728\u8fd9\u91cc\u5f88\u91cd\u8981\uff1a\u786e\u5b9a\u80fd\u591f\u652f\u6301\u540c\u4e8b\u5b8c\u6210\u5b66\u4e60\u66f2\u7ebf\u7684\u5e26\u5934\u4eba\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u968f\u7740\u6cd5\u89c4\u548c\u8868\u683c\u7684\u53d8\u5316\uff0c\u5b9a\u671f\u8fdb\u884c\u590d\u4e60\uff0c\u4f7f\u6240\u6709\u56e2\u961f\u4fdd\u6301\u4e00\u81f4\u3002\u5f53\u63a8\u51fa\u65b0\u95ee\u5377\u6216\u66f4\u65b0\u5408\u89c4\u89c4\u5219\u65f6\uff0c\u6bcf\u4e2a\u4eba\u90fd\u5e94\u4e86\u89e3\u8fd9\u4e9b\u53d8\u5316\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u4fdd\u5b58\u5185\u90e8\u77e5\u8bc6\u5e93\u9875\u9762\u548c\u7a0b\u5e8f\uff0c\u4ee5\u4fbf\u5728\u4e0e\u5ba2\u6237\u4e92\u52a8\u65f6\u5feb\u901f\u53c2\u8003\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-align-onboarding-with-broader-client-lifecycle-management\">\u5c06\u5165\u804c\u4e0e\u66f4\u5e7f\u6cdb\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u76f8\u7ed3\u5408<\/h3>\n\n\n\n<p 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Modern financial firms can reduce onboarding times from weeks to days by using digital forms, e signature, and automated checks. InvestGlass offers a Swiss hosted CRM and onboarding suite that unifies data capture, KYC, portfolio setup, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29253,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[95],"class_list":["post-49130","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Simplify Financial Client Onboarding | InvestGlass<\/title>\n<meta name=\"description\" content=\"Simplified onboarding means fewer touchpoints, less data rekeying, and faster account ready status without sacrificing AML and KYC controls. 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