{"id":49162,"date":"2026-02-16T18:29:09","date_gmt":"2026-02-16T17:29:09","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49162"},"modified":"2026-02-16T18:29:50","modified_gmt":"2026-02-16T17:29:50","slug":"%e7%91%9e%e5%a3%ab%e6%89%98%e7%ae%a1%e5%bc%8f-crm-%e4%b8%ba%e4%bd%95%e6%8a%95%e8%b5%84%e7%8e%bb%e7%92%83%e6%98%af%e4%b8%bb%e6%9d%83%e9%80%89%e6%8b%a9","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/","title":{"rendered":"\u745e\u58eb\u6258\u7ba1 CRM\uff1aInvestGlass \u4e3a\u4f55\u662f\u60a8\u7684\u4e0d\u4e8c\u4e4b\u9009"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2024 \u5e74\uff0c\u6b27\u6d32\u53d7\u76d1\u7ba1\u7684\u4f01\u4e1a\u5c06\u9762\u4e34\u4e00\u4e2a\u5173\u952e\u95ee\u9898\uff1a\u60a8\u7684\u5ba2\u6237\u6570\u636e\u7a76\u7adf\u5b58\u653e\u5728\u54ea\u91cc\uff1f\u745e\u58eb\u6258\u7ba1\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u53ef\u5c06\u654f\u611f\u7684\u5ba2\u6237\u4fe1\u606f\u4fdd\u5b58\u5728\u745e\u58eb\u5883\u5185\uff0c\u5e76\u53d7\u5230\u4e16\u754c\u4e0a\u4e00\u4e9b\u6700\u4e25\u683c\u7684\u9690\u79c1\u6cd5\u7684\u4fdd\u62a4\u3002\u5bf9\u4e8e\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u548c\u5176\u4ed6\u53d7\u76d1\u7ba1\u673a\u6784\u800c\u8a00\uff0c\u6258\u7ba1\u5730\u70b9\u51b3\u5b9a\u4e86\u5408\u89c4\u6027\u3001\u5ba1\u8ba1\u51c6\u5907\u7a0b\u5ea6\uff0c\u5e76\u6700\u7ec8\u51b3\u5b9a\u4e86\u5ba2\u6237\u7684\u4fe1\u4efb\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/fr\/\" target=\"_self\">\u6295\u8d44\u73bb\u7483<\/a> \u662f\u745e\u58eb\u65e5\u5185\u74e6\u4e13\u4e3a\u91d1\u878d\u673a\u6784\u6253\u9020\u7684\u6258\u7ba1\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u3002\u8be5\u5e73\u53f0\u96c6\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6570\u5b57\u5165\u804c\u3001KYC\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\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=\"5953\">\u5e02\u573a\u8425\u9500<\/a> \u5728\u4e00\u4e2a\u745e\u58eb\u4e3b\u6743\u89e3\u51b3\u65b9\u6848\u4e2d\u5b9e\u73b0\u81ea\u52a8\u5316\u3002\u901a\u8fc7 ISO 27001 \u6807\u51c6\u8ba4\u8bc1\u7684\u6570\u636e\u4e2d\u5fc3\u6258\u7ba1\u4e00\u5207\uff0c\u53ef\u9009\u62e9\u5b8c\u5168\u745e\u58eb\u9a7b\u7559\u6216\u5728\u60a8\u81ea\u5df1\u7684\u57fa\u7840\u8bbe\u65bd\u4e2d\u8fdb\u884c\u5185\u90e8\u90e8\u7f72\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/2a4051df-3726-4aab-a985-ffe72b0e2c5d.png\" alt=\"\u56fe\u7247\u63cf\u7ed8\u7684\u662f\u4e00\u5e62\u73b0\u4ee3\u5316\u7684\u73bb\u7483\u529e\u516c\u697c\uff0c\u5750\u843d\u5728\u745e\u58eb\u7684\u7fa4\u5c71\u4e4b\u4e2d\uff0c\u5728\u6e5b\u84dd\u7684\u5929\u7a7a\u4e0b\uff0c\u8c61\u5f81\u7740\u4e00\u4e2a\u4e13\u6ce8\u4e8e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u5ba2\u6237\u6570\u636e\u9ad8\u6548\u7ba1\u7406\u7684\u4f01\u4e1a\u4e2d\u5fc3\u3002\u8fd9\u4e00\u73af\u5883\u4f53\u73b0\u4e86\u5bf9\u6570\u636e\u5b89\u5168\u7684\u627f\u8bfa\uff0c\u5e76\u7b26\u5408\u745e\u58eb\u4e25\u683c\u7684\u6cd5\u89c4\uff0c\u662f\u5bfb\u6c42\u9ad8\u6027\u80fd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u7684\u4e2d\u578b\u4f01\u4e1a\u548c\u7535\u5b50\u5546\u52a1\u4f01\u4e1a\u7684\u7406\u60f3\u9009\u62e9\u3002.\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u745e\u58eb\u6258\u7ba1 CRM \u7684\u4e3b\u8981\u4f18\u52bf\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u8fc7\u672c\u5730\u6570\u636e\u9a7b\u7559\uff0c\u5b8c\u5168\u7b26\u5408\u745e\u58eb nFADP \u548c GDPR \u89c4\u5b9a<\/li>\n\n\n\n<li>\u6839\u636e\u7f8e\u56fd\u300a\u4e91\u8ba1\u7b97\u6cd5\u300b\u7684\u89c4\u5b9a\u6d88\u9664\u8de8\u5883\u6570\u636e\u4f20\u8f93\u98ce\u9669<\/li>\n\n\n\n<li>\u6574\u5408\u8d22\u52a1\u5de5\u4f5c\u6d41\u7a0b\uff0c\u53d6\u4ee3\u591a\u4e2a\u4e92\u4e0d\u5173\u8054\u7684\u5de5\u5177<\/li>\n\n\n\n<li>\u5177\u6709\u52a0\u5bc6\u3001\u8bbf\u95ee\u63a7\u5236\u548c\u5ba1\u8ba1\u65e5\u5fd7\u529f\u80fd\u7684\u4f01\u4e1a\u7ea7\u5b89\u5168\u529f\u80fd<\/li>\n\n\n\n<li>\u5229\u7528\u53ef\u8ffd\u6eaf\u7684\u6d41\u7a0b\u548c\u6587\u4ef6\u7b80\u5316\u76d1\u7ba1\u673a\u6784\u7684\u5ba1\u8ba1\u5de5\u4f5c<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-crm\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7b80\u4ecb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u662f\u73b0\u4ee3\u4f01\u4e1a\u6210\u529f\u7684\u6838\u5fc3\uff0c\u5b83\u63d0\u4f9b\u4e86\u4e00\u4e2a\u96c6\u4e2d\u7684\u7cfb\u7edf\u6765\u7ba1\u7406\u3001\u5206\u6790\u548c\u4f18\u5316\u6bcf\u4e00\u6b21\u5ba2\u6237\u4e92\u52a8\u3002\u5f3a\u5927\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u53ef\u6574\u5408\u5ba2\u6237\u6570\u636e\uff0c\u4f7f\u4f01\u4e1a\u80fd\u591f\u57f9\u517b\u5ba2\u6237\u5173\u7cfb\u3001\u7b80\u5316\u6c9f\u901a\u5e76\u53d1\u6398\u65b0\u7684\u9500\u552e\u673a\u4f1a\u3002\u901a\u8fc7\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff0c\u4f01\u4e1a\u53ef\u4ee5\u6df1\u5165\u4e86\u89e3\u5ba2\u6237\u7684\u884c\u4e3a\u548c\u504f\u597d\uff0c\u4ece\u800c\u4f7f\u56e2\u961f\u80fd\u591f\u505a\u51fa\u4ee5\u6570\u636e\u4e3a\u5bfc\u5411\u7684\u51b3\u7b56\uff0c\u63a8\u52a8\u4e1a\u52a1\u589e\u957f\u548c\u76c8\u5229\u3002\u5728\u6570\u636e\u4fdd\u62a4\u548c\u5b89\u5168\u81f3\u5173\u91cd\u8981\u7684\u5f53\u4eca\u73af\u5883\u4e2d\uff0c\u5b89\u5168\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5bf9\u4e8e\u4fdd\u62a4\u654f\u611f\u7684\u5ba2\u6237\u4fe1\u606f\u548c\u786e\u4fdd\u9075\u5b88\u4e0d\u65ad\u53d1\u5c55\u7684\u6cd5\u89c4\u81f3\u5173\u91cd\u8981\u3002\u6709\u6548\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0d\u4ec5\u80fd\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u8fd8\u80fd\u5e2e\u52a9\u4efb\u4f55\u4f01\u4e1a\u53d6\u5f97\u957f\u671f\u6210\u529f\u5e76\u589e\u5f3a\u5e94\u53d8\u80fd\u529b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-choose-a-swiss-hosted-crm-instead-of-a-generic-cloud-crm\">\u4e3a\u4ec0\u4e48\u9009\u62e9\u745e\u58eb\u6258\u7ba1 CRM \u800c\u4e0d\u662f\u901a\u7528\u4e91 CRM\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7f8e\u56fd\u5927\u578b\u4e91 CRM \u4f9b\u5e94\u5546\u5728\u6b27\u6d32\u4f9d\u7136\u6d3b\u8dc3\uff0c\u4f46\u4ed6\u4eec\u7684\u6258\u7ba1\u6a21\u5f0f\u7ed9\u53d7\u76d1\u7ba1\u516c\u53f8\u5e26\u6765\u4e86\u6469\u64e6\u3002\u5f53\u60a8\u7684 CRM \u7cfb\u7edf\u5728\u53d7\u5916\u56fd\u53f8\u6cd5\u7ba1\u8f96\u7684\u670d\u52a1\u5668\u4e0a\u5b58\u50a8\u5ba2\u6237\u4fe1\u606f\u65f6\uff0c\u60a8\u5c06\u9762\u4e34\u5408\u89c4\u56e2\u961f\u96be\u4ee5\u7ba1\u7406\u7684\u6cd5\u5f8b\u98ce\u9669\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">GDPR\u3001\u745e\u58eb nFADP \u548c\u7f8e\u56fd CLOUD \u6cd5\u6848\u7b49\u6cd5\u5f8b\u4e4b\u95f4\u7684\u51b2\u7a81\u4f7f\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u9677\u5165\u56f0\u5883\u3002\u7f8e\u56fd\u5f53\u5c40\u53ef\u4ee5\u8feb\u4f7f\u603b\u90e8\u8bbe\u5728\u7f8e\u56fd\u7684\u6280\u672f\u516c\u53f8\u63d0\u4f9b\u5b58\u50a8\u5728\u4e16\u754c\u4efb\u4f55\u5730\u65b9\u7684\u6570\u636e\u3002InvestGlass \u53ea\u5728\u745e\u58eb\u5883\u5185\u6258\u7ba1\uff0c\u6d88\u9664\u4e86\u8fd9\u79cd\u7d27\u5f20\u5173\u7cfb\uff0c\u745e\u58eb\u4e25\u683c\u7684\u6cd5\u89c4\u7ba1\u7406\u6570\u636e\u8bbf\u95ee\uff0c\u5916\u56fd\u4f20\u7968\u4e0d\u4f1a\u81ea\u52a8\u751f\u6548\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u79c1\u4eba\u94f6\u884c\u4f7f\u7528\u56fd\u5916\u6258\u7ba1\u7684 crm \u89e3\u51b3\u65b9\u6848\u7684\u5b9e\u9645\u98ce\u9669\u3002\u6765\u81ea\u975e\u745e\u58eb\u5f53\u5c40\u7684\u8de8\u5883\u5ba2\u6237\u6570\u636e\u8bbf\u95ee\u8bf7\u6c42\u53ef\u80fd\u4f1a\u635f\u5bb3\u94f6\u884c\u4fdd\u5bc6\u6027\u3002\u745e\u58eb\u91d1\u878d\u7ba1\u7406\u5c40\uff08FINMA\uff09\u7684\u76d1\u7ba1\u673a\u6784\u5ba1\u8ba1\u53ef\u80fd\u4f1a\u53d1\u73b0\u901a\u8fc7\u7b2c\u4e09\u56fd\u4f20\u9012\u4fe1\u606f\u7684\u6570\u636e\u5904\u7406\u5b89\u6392\u3002\u5f53\u540e\u7aef\u4e1a\u52a1\u5728\u7f8e\u56fd\u6216\u4e9a\u6d32\u57fa\u7840\u8bbe\u65bd\u4e0a\u8fd0\u884c\u65f6\uff0c\u627f\u8bfa\u7531\u745e\u58eb\u53f8\u6cd5\u7ba1\u8f96\u7684\u5ba2\u6237\u5408\u540c\u5c06\u96be\u4ee5\u5c65\u884c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u745e\u58eb\u6258\u7ba1\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0e\u5168\u7403\u591a\u79df\u6237\u4e91\u8fdb\u884c\u6bd4\u8f83\uff0c\u53ef\u4ee5\u53d1\u73b0\u660e\u663e\u7684\u5229\u5f0a\u5f97\u5931\u3002\u5168\u7403\u5e73\u53f0\u63d0\u4f9b\u4e86\u89c4\u6a21\u548c\u751f\u6001\u7cfb\u7edf\u7684\u5e7f\u5ea6\uff0c\u4f46\u9700\u8981\u9488\u5bf9\u91d1\u878d\u6cd5\u89c4\u8fdb\u884c\u5927\u91cf\u5b9a\u5236\uff0c\u800c\u4e14\u5bf9\u6570\u636e\u9a7b\u7559\u7684\u63a7\u5236\u6709\u9650\u3002InvestGlass \u7b49\u745e\u58eb\u6258\u7ba1\u5e73\u53f0\u63d0\u4f9b\u9884\u5efa\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\u3001\u672c\u5730\u7ba1\u8f96\u4fdd\u8bc1\uff0c\u4ee5\u53ca\u4e0e\u4e86\u89e3\u76d1\u7ba1\u73af\u5883\u7684\u745e\u58eb\u652f\u6301\u56e2\u961f\u7684\u76f4\u63a5\u5173\u7cfb\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-the-swiss-hosted-crm-built-for-financial-institutions\">InvestGlass\uff1a\u4e13\u4e3a\u91d1\u878d\u673a\u6784\u6253\u9020\u7684\u745e\u58eb\u6258\u7ba1 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e8e 2010 \u5e74\u4ee3\u4e2d\u671f\u63a8\u51fa\uff0c\u662f\u4e13\u4e3a\u6b27\u6d32\u5408\u89c4\u8981\u6c42\u91cf\u8eab\u5b9a\u5236\u7684\u4f01\u4e1a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u3002InvestGlass \u5728\u745e\u58eb\u5f00\u53d1\uff0c\u4e13\u4e3a\u6ee1\u8db3\u6b27\u6d32\u91d1\u878d\u673a\u6784\u7684\u5408\u89c4\u548c\u8fd0\u8425\u9700\u6c42\u800c\u8bbe\u8ba1\u3002\u5982\u4eca\uff0c\u745e\u58eb\u548c\u6b27\u6d32\u7684\u79c1\u4eba\u94f6\u884c\u3001\u72ec\u7acb\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u4fdd\u9669\u7ecf\u7eaa\u4eba\u90fd\u4f9d\u9760 InvestGlass \u5728\u4e3b\u6743\u57fa\u7840\u8bbe\u65bd\u5185\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8be5\u5e73\u53f0\u5c06\u5ba2\u6237\u6570\u636e\u3001\u4e92\u52a8\u3001\u6587\u4ef6\u548c\u6295\u8d44\u504f\u597d\u96c6\u4e2d\u5728\u4e00\u4e2a\u5b8c\u5168\u7531\u745e\u58eb\u6258\u7ba1\u7684\u5355\u4e00\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5de5\u5177\u4e2d\u3002\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u53ef\u4ee5\u8bbf\u95ee\u5b8c\u6574\u7684\u5ba2\u6237\u5386\u53f2\u8bb0\u5f55\uff0c\u800c\u65e0\u9700\u5728\u4e92\u4e0d\u5173\u8054\u7684\u7cfb\u7edf\u4e4b\u95f4\u5207\u6362\u3002\u5408\u89c4\u5b98\u5458\u53ef\u901a\u8fc7\u96c6\u6210\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u4e86\u89e3\u6bcf\u4e00\u6b21\u5ba2\u6237\u4e92\u52a8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u6db5\u76d6\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u6a21\u5757\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u53ef\u5904\u7406\u7ebf\u7d22\u8ddf\u8e2a\u3001\u673a\u4f1a\u7ba1\u9053\u548c\u6536\u5165\u9884\u6d4b\u3002. <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\u5316\u5165\u804c\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5954\">\u6570\u5b57\u5316\u5165\u804c<\/a> \u901a\u8fc7\u5177\u6709\u7535\u5b50\u7b7e\u540d\u529f\u80fd\u7684\u79fb\u52a8\u53cb\u597d\u8868\u5355\u83b7\u53d6\u65b0\u5ba2\u6237\u4fe1\u606f\u3002KYC \u81ea\u52a8\u5bf9\u7167\u5236\u88c1\u540d\u5355\u548c PEP \u6570\u636e\u5e93\u7b5b\u9009\u6f5c\u5728\u5ba2\u6237\u3002\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u663e\u793a\u5934\u5bf8\u3001\u4e1a\u7ee9\u548c\u98ce\u9669\u6307\u6807\u3002\u8425\u9500\u81ea\u52a8\u5316\u652f\u6301\u5408\u89c4\u6027 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/vi\/%e6%94%af%e6%8c%81%e7%bb%ad%e8%ae%a2%e9%80%80%e6%ac%be%e5%ae%a2%e6%88%b7%e7%9a%84%e5%ae%a2%e6%88%b7%e6%9c%8d%e5%8a%a1%e7%94%b5%e5%ad%90%e9%82%ae%e4%bb%b6%e6%a8%a1%e6%9d%bf\/\" target=\"_self\">\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u6d3b\u52a8<\/a> \u548c\u5ba2\u6237\u65c5\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76d1\u7ba1\u7528\u4f8b\u63a8\u52a8\u5e73\u53f0\u8bbe\u8ba1\u3002InvestGlass \u652f\u6301 MiFID II \u9002\u5408\u6027\u8bc4\u4f30\u548c FINMA \u901a\u544a\u8981\u6c42\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=\"5955\">ESG<\/a> \u504f\u597d\u8bb0\u5f55\u548c\u8de8\u5883\u5206\u9500\u63a7\u5236\u3002\u6bcf\u4e00\u9879\u529f\u80fd\u90fd\u53cd\u6620\u4e86\u91d1\u878d\u670d\u52a1\u7684\u5177\u4f53\u9700\u6c42\uff0c\u800c\u4e0d\u662f\u4e00\u822c\u5546\u4e1a\u8f6f\u4ef6\u7684\u5047\u8bbe\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Signature InvestGlass \u4f5c\u4e3a\u745e\u58eb\u6258\u7ba1\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u7684\u529f\u80fd\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6574\u5408\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u548c\u5408\u89c4\u6570\u636e\u7684\u7edf\u4e00\u5ba2\u6237\u6863\u6848<\/li>\n\n\n\n<li>\u53ef\u914d\u7f6e\u7684\u5f00\u6237\u548c\u6295\u8d44\u5efa\u8bae\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b<\/li>\n\n\n\n<li>\u81ea\u52a8\u7b5b\u67e5\u653f\u6cbb\u4eba\u7269\u548c\u5236\u88c1\u63aa\u65bd\uff0c\u5e76\u5728\u745e\u58eb\u6258\u7ba1\u4fdd\u5b58\u8bb0\u5f55<\/li>\n\n\n\n<li>\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u53ef\u5b9e\u73b0\u5b89\u5168\u7684\u6587\u4ef6\u5171\u4eab\u548c\u62a5\u544a\u4ea4\u4ed8<\/li>\n\n\n\n<li>\u5c0a\u91cd\u94f6\u884c\u4fdd\u5bc6\u548c\u9009\u62e9\u52a0\u5165\u8981\u6c42\u7684\u8425\u9500\u81ea\u52a8\u5316<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-data-sovereignty-and-privacy-with-swiss-hosted-investglass\">\u745e\u58eb\u6258\u7ba1 InvestGlass \u7684\u6570\u636e\u4e3b\u6743\u548c\u9690\u79c1\u4fdd\u62a4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u6570\u5341\u5e74\u7684\u94f6\u884c\u4e1a\u4f20\u7edf\u548c\u6700\u8fd1\u7684\u7acb\u6cd5\u66f4\u65b0\uff0c\u745e\u58eb\u8d62\u5f97\u4e86\u6570\u636e\u5723\u5730\u7684\u7f8e\u8a89\u3002\u4fee\u8ba2\u540e\u7684\u300a\u745e\u58eb\u6570\u636e\u4fdd\u62a4\u6cd5\u300b\uff08nFADP\uff09\u81ea 2023 \u5e74 9 \u6708\u8d77\u751f\u6548\uff0c\u8be5\u6cd5\u52a0\u5f3a\u4e86\u4e2a\u4eba\u6743\u5229\uff0c\u540c\u65f6\u4fdd\u6301\u4e86\u745e\u58eb\u5728\u6b27\u76df\u7684\u5145\u5206\u6027\u5730\u4f4d\u3002\u91d1\u878d\u673a\u6784\u5728\u745e\u58eb\u5883\u5185\u6258\u7ba1\u5ba2\u6237\u6570\u636e\u65f6\uff0c\u5c06\u53d7\u76ca\u4e8e\u8fd9\u79cd\u53cc\u91cd\u4fdd\u62a4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f7f\u7528\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\uff0c\u5728\u9759\u6001\u548c\u4f20\u8f93\u8fc7\u7a0b\u4e2d\u5747\u91c7\u7528\u4f01\u4e1a\u7ea7\u52a0\u5bc6\u3002\u5ba1\u8ba1\u65e5\u5fd7\u8bb0\u5f55\u6bcf\u4e00\u4e2a\u654f\u611f\u64cd\u4f5c\u3002\u7ec6\u7c92\u5ea6\u8bbf\u95ee\u63a7\u5236\u786e\u4fdd\u56e2\u961f\u6210\u5458\u53ea\u80fd\u770b\u5230\u4e0e\u5176\u89d2\u8272\u76f8\u5173\u7684\u5ba2\u6237\u4fe1\u606f\u3002\u6240\u6709\u5ba2\u6237\u4fe1\u606f\u90fd\u5b58\u50a8\u5728\u4e00\u4e2a\u96c6\u4e2d\u3001\u5b89\u5168\u7684\u6570\u636e\u5e93\u4e2d\uff0c\u786e\u4fdd\u9ad8\u6548\u7ba1\u7406\u5e76\u7b26\u5408\u745e\u58eb\u6570\u636e\u4fdd\u62a4\u6cd5\u3002\u7ba1\u7406\u5458\u53ef\u914d\u7f6e\u6570\u636e\u9a7b\u7559\u5730\uff0c\u4f7f\u5176\u4ec5\u9650\u4e8e\u745e\u58eb\u5883\u5185\uff0c\u5e76\u7531\u745e\u58eb\u53f8\u6cd5\u7ba1\u8f96\u4e0b\u7684\u660e\u786e\u6570\u636e\u5904\u7406\u534f\u8bae\u63d0\u4f9b\u652f\u6301\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8be5\u5e73\u53f0\u901a\u8fc7\u652f\u6301\u6570\u636e\u4e3b\u4f53\u6743\u5229\u3001\u4fdd\u7559\u89c4\u5219\u548c\u76f4\u63a5\u5728 CRM \u4e2d\u5bfc\u51fa\u65e5\u5fd7\uff0c\u5b9e\u73b0\u4e86 GDPR \u548c nFADP \u7684\u5408\u89c4\u6027\u3002\u5408\u89c4\u56e2\u961f\u65e0\u9700\u79bb\u5f00 InvestGlass \u754c\u9762\u5373\u53ef\u7ba1\u7406\u6570\u636e\u8f93\u5165\u8bf7\u6c42\u3001\u5220\u9664\u8981\u6c42\u548c\u53ef\u79fb\u690d\u6027\u5bfc\u51fa\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5982\u4f55\u51cf\u5c11\u9762\u4e34\u5916\u56fd\u6cd5\u5f8b\u8981\u6c42\u7684\u98ce\u9669\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6839\u636e\u745e\u58eb\u6cd5\u5f8b\uff0c\u6570\u636e\u5b8c\u5168\u7531\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u6258\u7ba1<\/li>\n\n\n\n<li>\u4e0d\u80fd\u81ea\u52a8\u9075\u5b88\u5916\u56fd\u4f20\u7968\u6216\u6570\u636e\u8981\u6c42<\/li>\n\n\n\n<li>\u660e\u786e\u89c4\u5b9a\u745e\u58eb\u7ba1\u8f96\u6743\u7684\u5408\u540c\u6846\u67b6<\/li>\n\n\n\n<li>\u900f\u660e\u7684\u6570\u636e\u5904\u7406\u767b\u8bb0\u518c\u4f9b\u76d1\u7ba1\u673a\u6784\u5ba1\u67e5<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-crm-features-tailored-to-swiss-and-european-financial-markets\">\u4e3a\u745e\u58eb\u548c\u6b27\u6d32\u91d1\u878d\u5e02\u573a\u91cf\u8eab\u5b9a\u5236\u7684 CRM \u6838\u5fc3\u529f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u91d1\u878d\u673a\u6784\u670d\u52a1\u7684\u745e\u58eb\u6258\u7ba1 CRM \u5fc5\u987b\u5d4c\u5165\u7279\u5b9a\u884c\u4e1a\u7684\u5de5\u4f5c\u6d41\u7a0b\uff0c\u800c\u4e0d\u662f\u7b80\u5355\u5730\u5b58\u50a8\u8054\u7cfb\u4eba\u5730\u5740\u3002\u901a\u7528\u5e73\u53f0\u9700\u8981\u7ecf\u8fc7\u6570\u6708\u7684\u5b9a\u5236\uff0c\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u624d\u80fd\u8ddf\u8e2a\u5bf9\u8d22\u5bcc\u7ba1\u7406\u81f3\u5173\u91cd\u8981\u7684\u4fe1\u606f\u3002\u9664\u4e86\u96c6\u6210\u8d22\u52a1\u5de5\u4f5c\u6d41\u7a0b\u5916\uff0cInvestGlass \u8fd8\u53ef\u652f\u6301\u4f1a\u8ba1\u6d41\u7a0b\uff0c\u4f5c\u4e3a\u91d1\u878d\u673a\u6784\u7efc\u5408\u4e1a\u52a1\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u7684\u4e00\u90e8\u5206\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e3a\u79c1\u4eba\u94f6\u884c\u3001\u5bb6\u65cf\u529e\u516c\u5ba4\u548c\u673a\u6784\u9500\u552e\u56e2\u961f\u7ba1\u7406\u7ebf\u7d22\u3001\u673a\u4f1a\u3001\u7ba1\u9053\u548c\u6536\u5165\u9884\u6d4b\u3002\u6bcf\u4e2a\u5ba2\u6237\u8bb0\u5f55\u90fd\u5b58\u50a8\u4e86\u98ce\u9669\u6982\u51b5\u3001\u6295\u8d44\u76ee\u6807\u3001ESG \u504f\u597d\u548c\u5df2\u5b8c\u6210\u7684 MiFID II \u95ee\u5377\u3002\u987e\u95ee\u53ef\u76f4\u63a5\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\u8bbf\u95ee\u8fd9\u4e9b\u4fe1\u606f\uff0c\u800c\u65e0\u9700\u901a\u8fc7\u5355\u72ec\u7684\u5408\u89c4\u7cfb\u7edf\u8fdb\u884c\u641c\u7d22\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u4ef6\u7ba1\u7406\u53ef\u5c06\u5408\u540c\u3001\u8eab\u4efd\u8bc1\u660e\u6587\u4ef6\u548c\u4fe1\u51fd\u9644\u5728\u5ba2\u6237\u8d44\u6599\u4e2d\u3002\u5b89\u5168\u7684\u7535\u5b50\u90ae\u4ef6\u6a21\u677f\u53ef\u4fdd\u6301\u4e00\u81f4\u7684\u901a\u4fe1\u6807\u51c6\u3002\u4f1a\u8bae\u8bb0\u5f55\u8bb0\u5f55\u8ba8\u8bba\u60c5\u51b5\u548c\u884c\u52a8\u9879\u76ee\uff0c\u5168\u90e8\u5b58\u50a8\u5728\u745e\u58eb\u6258\u7ba1\u57fa\u7840\u8bbe\u65bd\u4e2d\uff0c\u6570\u636e\u5b89\u5168\u6807\u51c6\u7edf\u4e00\u9002\u7528\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png\" alt=\"\u5b8c\u5168\u7075\u6d3b\u7684 CRM InvestGlass\" class=\"wp-image-47415\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-main-CRM-2024-c2cb8f3a.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u5b8c\u5168\u7075\u6d3b\u7684 CRM InvestGlass<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM \u987e\u95ee\u5c4f\u5e55\u7684\u5177\u4f53\u793a\u4f8b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6309\u9636\u6bb5\u548c\u9884\u671f\u6536\u5165\u663e\u793a\u9500\u552e\u673a\u4f1a\u7684\u7ba1\u9053\u4eea\u8868\u677f<\/li>\n\n\n\n<li>\u663e\u793a\u98ce\u9669\u627f\u53d7\u80fd\u529b\u3001\u6295\u8d44\u671f\u9650\u548c\u4ea7\u54c1\u6301\u6709\u91cf\u7684\u5ba2\u6237\u6982\u51b5<\/li>\n\n\n\n<li>\u8ddf\u8e2a\u6765\u7535\u3001\u7535\u5b50\u90ae\u4ef6\u3001\u4f1a\u8bae\u548c\u6587\u4ef6\u4e0a\u4f20\u7684\u6d3b\u52a8\u65f6\u95f4\u8f74<\/li>\n\n\n\n<li>\u7ec4\u7ec7\u540e\u7eed\u884c\u52a8\u548c\u9075\u5b88\u622a\u6b62\u65e5\u671f\u7684\u4efb\u52a1\u7ecf\u7406<\/li>\n\n\n\n<li>\u8861\u91cf\u56e2\u961f\u7ee9\u6548\u548c\u5ba2\u6237\u4e92\u52a8\u7684\u62a5\u544a\u4eea\u8868\u677f<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc-inside-a-swiss-hosted-crm\">\u745e\u58eb\u6258\u7ba1\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\u7684\u6570\u5b57\u5316\u5165\u804c\u548c KYC \u529f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2020 \u5e74\u540e\uff0c\u8fdc\u7a0b\u5ba2\u6237\u83b7\u53d6\u53d8\u5f97\u81f3\u5173\u91cd\u8981\uff0c\u6570\u5b57\u5316\u5f00\u6237\u73b0\u5728\u51b3\u5b9a\u7740\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u7684\u7ade\u4e89\u4f18\u52bf\u3002\u4eba\u5de5\u6587\u4e66\u5de5\u4f5c\u4f1a\u5ef6\u8bef\u5f00\u6237\u65f6\u95f4\uff0c\u5e76\u8ba9\u4e60\u60ef\u4e8e\u6d88\u8d39\u7ea7\u6570\u5b57\u4f53\u9a8c\u7684\u6f5c\u5728\u5ba2\u6237\u611f\u5230\u6cae\u4e27\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u6570\u5b57\u5165\u804c\u8868\u683c\u5141\u8bb8\u5ba2\u6237\u901a\u8fc7\u624b\u673a\u5b8c\u6210\u7533\u8bf7\u3002\u7535\u5b50\u7b7e\u540d\u96c6\u6210\u53ef\u83b7\u5f97\u5177\u6709\u6cd5\u5f8b\u7ea6\u675f\u529b\u7684\u540c\u610f\u3002\u6587\u4ef6\u4e0a\u4f20\u529f\u80fd\u53ef\u6536\u96c6\u8eab\u4efd\u8bc1\u660e\u548c\u5730\u5740\u8bc1\u660e\u3002\u5728\u5f53\u5730\u89c4\u5b9a\u5141\u8bb8\u8fdc\u7a0b\u9a8c\u8bc1\u7684\u60c5\u51b5\u4e0b\uff0c\u89c6\u9891\u8eab\u4efd\u9a8c\u8bc1\u529f\u80fd\u53ef\u8fde\u63a5\u81f3\u7ecf\u6279\u51c6\u7684\u4f9b\u5e94\u5546\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/what-is-kyc-for-cryptocurrencies\/\" target=\"_self\">KYC \u81ea\u52a8\u5316<\/a> \u8fde\u63a5\u5230\u745e\u58eb\u548c\u56fd\u9645\u7b5b\u9009\u63d0\u4f9b\u5546\uff0c\u6839\u636e\u5236\u88c1\u540d\u5355\u3001PEP \u6570\u636e\u5e93\u548c\u4e0d\u5229\u5a92\u4f53\u6765\u6e90\u68c0\u67e5\u6f5c\u5728\u5ba2\u6237\u3002\u7ed3\u679c\u76f4\u63a5\u8fdb\u5165 InvestGlass \u5ba2\u6237\u8bb0\u5f55\uff0c\u5c06\u6838\u5fc3\u5408\u89c4\u6570\u636e\u4fdd\u5b58\u5728\u745e\u58eb\u4e3b\u673a\u5185\uff0c\u800c\u4e0d\u662f\u5206\u6563\u5728\u7b2c\u4e09\u65b9\u5e73\u53f0\u4e0a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u56e2\u961f\u5728 InvestGlass \u4e2d\u8bbe\u8ba1\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\uff0c\u901a\u8fc7\u9002\u5f53\u7684\u5ba1\u67e5\u9636\u6bb5\u5bf9\u65b0\u8d26\u6237\u8fdb\u884c\u8def\u7531\u3002\u57fa\u4e8e\u98ce\u9669\u7684\u89e6\u53d1\u5668\u53ef\u5347\u7ea7\u9ad8\u98ce\u9669\u6f5c\u5728\u5ba2\u6237\uff0c\u4ee5\u52a0\u5f3a\u5c3d\u804c\u8c03\u67e5\u3002\u6bcf\u9879\u51b3\u5b9a\u90fd\u6709\u65f6\u95f4\u6233\u548c\u8d23\u4efb\u7528\u6237\u5f52\u5c5e\uff0c\u4ece\u800c\u7b80\u5316\u4e86\u5ba1\u8ba1\u5de5\u4f5c\uff0c\u4f53\u73b0\u4e86\u5165\u804c\u6d41\u7a0b\u7684\u9ad8\u6548\u7ba1\u7406\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u6570\u636e\u81ea\u52a8\u586b\u5145 InvestGlass CRM \u914d\u7f6e\u6587\u4ef6\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u6a21\u5757\u3002\u65b0\u5ba2\u6237\u51fa\u73b0\u5728\u5173\u7cfb\u7ecf\u7406\u7684\u4eea\u8868\u677f\u4e2d\uff0c\u968f\u65f6\u51c6\u5907\u53c2\u4e0e\uff0c\u65e0\u9700\u624b\u52a8\u8f93\u5165\u6570\u636e\u6216\u5bfc\u51fa\u5230\u5916\u90e8\u7cfb\u7edf\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-portfolio-management-and-client-portal-on-swiss-hosted-investglass\">\u745e\u58eb\u6258\u7ba1 InvestGlass \u4e0a\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e0d\u5c40\u9650\u4e8e\u4f20\u7edf\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u8fd8\u63d0\u4f9b\u57fa\u672c\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5ba2\u6237\u95e8\u6237\uff0c\u5168\u90e8\u6258\u7ba1\u5728\u745e\u58eb\u7684\u57fa\u7840\u8bbe\u65bd\u5185\u3002\u8fd9\u79cd\u6574\u5408\u6d88\u9664\u4e86\u5728\u591a\u4e2a\u5e73\u53f0\u4e0a\u5206\u6563\u5ba2\u6237\u4fe1\u606f\u7684\u72ec\u7acb\u6295\u8d44\u7ec4\u5408\u5de5\u5177\u7684\u9700\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5173\u7cfb\u7ecf\u7406\u53ef\u76f4\u63a5\u5728 InvestGlass \u4e2d\u67e5\u770b\u6bcf\u4e2a\u5ba2\u6237\u7684\u5934\u5bf8\u3001\u4ea4\u6613\u3001\u4e1a\u7ee9\u6307\u6807\u548c\u98ce\u9669\u655e\u53e3\u3002\u7efc\u5408\u62a5\u544a\u652f\u6301\u6709\u5173\u91cd\u65b0\u5e73\u8861\u3001\u4ea7\u54c1\u5efa\u8bae\u548c\u5173\u7cfb\u53d1\u5c55\u7684\u660e\u667a\u51b3\u7b56\u3002\u987e\u95ee\u6309\u5ba2\u6237\u7ec6\u5206\u8ddf\u8e2a\u76c8\u5229\u80fd\u529b\uff0c\u5e76\u6839\u636e\u6295\u8d44\u7ec4\u5408\u5dee\u8ddd\u786e\u5b9a\u9500\u552e\u673a\u4f1a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u901a\u8fc7\u5b89\u5168\u63a5\u53e3\u4ece\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u548c\u6258\u7ba1\u673a\u6784\u5bfc\u5165\u6570\u636e\u3002\u8fd9\u4e9b\u8fde\u63a5\u53ef\u786e\u4fdd\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u53cd\u6620\u5f53\u524d\u7684\u6301\u6709\u60c5\u51b5\uff0c\u800c\u65e0\u9700\u624b\u52a8\u5bf9\u8d26\u3002InvestGlass \u8fd8\u53ef\u4e0e ERP \u7cfb\u7edf\u96c6\u6210\uff0c\u63d0\u4f9b\u7edf\u4e00\u7684\u8d22\u52a1\u548c\u5ba2\u6237\u6570\u636e\u89c6\u56fe\uff0c\u4e3a\u91d1\u878d\u673a\u6784\u63d0\u4f9b\u66f4\u5168\u9762\u7684\u4e1a\u52a1\u7ba1\u7406\u3002\u745e\u58eb\u6258\u7ba1\u9002\u7528\u4e8e\u96c6\u6210\u5c42\uff0c\u5728\u6574\u4e2a\u4fe1\u606f\u6d41\u4e2d\u7ef4\u62a4\u6570\u636e\u5b89\u5168\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u4e3a\u7ec8\u7aef\u5ba2\u6237\u63d0\u4f9b\u81ea\u52a9\u5f0f\u6295\u8d44\u7ec4\u5408\u8bbf\u95ee\u670d\u52a1\u3002\u5ba2\u6237\u65e0\u9700\u79bb\u5f00\u745e\u58eb\u6258\u7ba1\u73af\u5883\u5373\u53ef\u67e5\u770b\u6240\u6301\u8d44\u4ea7\u3001\u4e0b\u8f7d\u62a5\u544a\u3001\u4e0a\u4f20\u6587\u4ef6\u5e76\u4e0e\u987e\u95ee\u6c9f\u901a\u3002\u8fd9\u4e00\u5b89\u5168\u6e20\u9053\u53ef\u5efa\u7acb\u4fe1\u4efb\uff0c\u540c\u65f6\u51cf\u8f7b\u5173\u7cfb\u56e2\u961f\u7684\u7ba1\u7406\u8d1f\u62c5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u79c1\u4eba\u94f6\u884c\u4f7f\u7528 InvestGlass \u7684\u5178\u578b\u6295\u8d44\u7ec4\u5408\u548c\u62a5\u544a\u7528\u4f8b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e3a\u8de8\u673a\u6784\u6301\u80a1\u7684\u5ba2\u6237\u63d0\u4f9b\u591a\u6258\u7ba1\u4eba\u7efc\u5408\u62a5\u544a<\/li>\n\n\n\n<li>\u7ee9\u6548\u5f52\u56e0\u5206\u6790\u5c06\u7ed3\u679c\u4e0e\u57fa\u51c6\u8fdb\u884c\u6bd4\u8f83<\/li>\n\n\n\n<li>ESG \u8bc4\u5206\u663e\u793a\uff0c\u663e\u793a\u6295\u8d44\u7ec4\u5408\u4e0e\u53ef\u6301\u7eed\u53d1\u5c55\u504f\u597d\u7684\u4e00\u81f4\u6027<\/li>\n\n\n\n<li>\u751f\u6210\u5b63\u5ea6\u62a5\u544a\uff0c\u5e76\u901a\u8fc7\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u81ea\u52a8\u5206\u53d1<\/li>\n\n\n\n<li>\u4efb\u52a1\u76d1\u6d4b\uff0c\u5728\u6295\u8d44\u7ec4\u5408\u504f\u79bb\u5546\u5b9a\u53c2\u6570\u65f6\u63d0\u9192\u987e\u95ee<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-marketing-automation-and-ai-in-a-swiss-hosted-crm\">\u745e\u58eb\u6258\u7ba1 CRM \u4e2d\u7684\u8425\u9500\u81ea\u52a8\u5316\u548c\u4eba\u5de5\u667a\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d7\u76d1\u7ba1\u4f01\u4e1a\u9700\u8981\u7684\u662f\u5408\u89c4\u7684\u8425\u9500\u81ea\u52a8\u5316\uff0c\u800c\u4e0d\u662f\u4e3a\u7535\u5b50\u5546\u52a1\u4f01\u4e1a\u8bbe\u8ba1\u7684\u901a\u7528\u7535\u5b50\u90ae\u4ef6\u5de5\u5177\u3002\u94f6\u884c\u4fdd\u5bc6\u8981\u6c42\u548c\u9009\u62e9\u52a0\u5165\u89c4\u5219\u8981\u6c42\u8c28\u614e\u7ba1\u7406\uff0c\u800c\u6807\u51c6\u8425\u9500\u5e73\u53f0\u65e0\u6cd5\u63d0\u4f9b\u8fd9\u4e9b\u529f\u80fd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5305\u62ec\u745e\u58eb\u6258\u7ba1\u8425\u9500\u81ea\u52a8\u5316\uff0c\u7528\u4e8e <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ar\/6-best-free-email-accounts-service-providers-of-2023\/\" target=\"_self\">\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u6d3b\u52a8<\/a>, \u5ba2\u6237\u65c5\u7a0b\u548c\u6d3b\u52a8\u9080\u8bf7\u3002\u5408\u89c4\u56e2\u961f\u4f1a\u5728\u53d1\u5e03\u524d\u6279\u51c6\u8425\u9500\u6d3b\u52a8\u5185\u5bb9\u3002\u9009\u62e9\u52a0\u5165\u504f\u597d\u4e0e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8bb0\u5f55\u81ea\u52a8\u540c\u6b65\uff0c\u786e\u4fdd\u8425\u9500\u6d3b\u52a8\u5c0a\u91cd\u5ba2\u6237\u9009\u62e9\u548c\u76d1\u7ba1\u754c\u9650\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u53ef\u5e2e\u52a9\u987e\u95ee\u5bf9\u6f5c\u5728\u5ba2\u6237\u8fdb\u884c\u4f18\u5148\u6392\u5e8f\u3001\u68c0\u6d4b\u5ba2\u6237\u6d41\u5931\u4fe1\u53f7\u3001\u63d0\u51fa\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8\u5efa\u8bae\uff0c\u5e76\u4e3a\u5ba2\u6237\u63d0\u4f9b\u4fbf\u5229\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%88%a9%e7%94%a8%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e6%8e%8c%e6%8f%a1%e6%8a%95%e8%b5%84%ef%bc%8c%e4%bc%98%e5%8c%96%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88\/\" target=\"_self\">\u5229\u7528\u4eba\u5de5\u667a\u80fd\u8fdb\u884c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/a>. .InvestGlass \u5c3d\u53ef\u80fd\u5c06\u6a21\u578b\u548c\u6570\u636e\u4fdd\u5b58\u5728\u745e\u58eb\u7684\u57fa\u7840\u8bbe\u65bd\u5185\uff0c\u51cf\u5c11\u5c06\u5ba2\u6237\u6570\u636e\u53d1\u9001\u7ed9\u56fd\u5916\u4eba\u5de5\u667a\u80fd\u63d0\u4f9b\u5546\u7684\u98ce\u9669\u3002\u7ee9\u6548\u8425\u9500\u4eba\u5458\u53ef\u83b7\u5f97\u6709\u4ef7\u503c\u7684\u6d1e\u5bdf\u529b\uff0c\u540c\u65f6\u4e0d\u5f71\u54cd\u6570\u636e\u4fdd\u62a4\u627f\u8bfa\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ec6\u5206\u5de5\u5177\u6309\u98ce\u9669\u72b6\u51b5\u3001\u5730\u57df\u3001\u4ea7\u54c1\u4f7f\u7528\u60c5\u51b5\u548c\u53c2\u4e0e\u6a21\u5f0f\u5bf9\u5ba2\u6237\u8fdb\u884c\u5206\u7ec4\u3002\u8fd9\u4e9b\u7ec6\u5206\u4e3a\u6709\u9488\u5bf9\u6027\u7684\u5ba3\u4f20\u6d3b\u52a8\u63d0\u4f9b\u4e86\u52a8\u529b\uff0c\u800c\u8fd9\u4e9b\u5ba3\u4f20\u6d3b\u52a8\u5728\u63a8\u51fa\u524d\u90fd\u8981\u7ecf\u8fc7\u5408\u89c4\u6027\u5ba1\u67e5\u3002\u8fd9\u6837\u5c31\u80fd\u5b9e\u73b0\u4e2a\u6027\u5316\u6c9f\u901a\uff0c\u65e2\u9075\u5b88\u6cd5\u89c4\uff0c\u53c8\u4fc3\u8fdb\u4e1a\u52a1\u589e\u957f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5b9e\u73b0\u7684\u4eba\u5de5\u667a\u80fd\u548c\u81ea\u52a8\u5316\u65b9\u6848\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9488\u5bf9\u4f11\u7720\u5ba2\u6237\u5f00\u5c55\u518d\u63a5\u89e6\u6d3b\u52a8\uff0c\u63d0\u4f9b\u76f8\u5173\u4ea7\u54c1\u5efa\u8bae<\/li>\n\n\n\n<li>\u9488\u5bf9\u5373\u5c06\u5230\u671f\u3001\u7eed\u671f\u65e5\u671f\u4e34\u8fd1\u7684\u4efb\u52a1\u7684\u540e\u7eed\u5de5\u4f5c\u6d41\u7a0b<\/li>\n\n\n\n<li>\u6d41\u5931\u9884\u6d4b\u8b66\u62a5\uff0c\u8bc6\u522b\u6709\u6d41\u5931\u98ce\u9669\u7684\u5ba2\u6237<\/li>\n\n\n\n<li>\u751f\u65e5\u548c\u5468\u5e74\u7eaa\u5ff5\u4fe1\u606f\uff0c\u4fdd\u6301\u4e2a\u4eba\u5173\u7cfb\u8054\u7cfb<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-security-architecture-of-a-swiss-hosted-crm\">\u745e\u58eb\u6258\u7ba1\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u5b89\u5168\u67b6\u6784<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u673a\u6784\u5e0c\u671b\u83b7\u5f97\u57fa\u672c\u7684\u5b89\u5168\u6027\uff0c\u800c\u4e00\u822c\u7684\u5546\u4e1a\u8f6f\u4ef6\u5f88\u5c11\u80fd\u505a\u5230\u8fd9\u4e00\u70b9\u3002\u5904\u7406\u654f\u611f\u5ba2\u6237\u6570\u636e\u7684\u745e\u58eb\u6258\u7ba1 CRM \u5fc5\u987b\u5728\u6bcf\u4e00\u5c42\u90fd\u5b9e\u65bd\u6df1\u5ea6\u9632\u5fa1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u91c7\u7528\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u63a7\u5236\uff0c\u786e\u4fdd\u56e2\u961f\u6210\u5458\u53ea\u67e5\u770b\u76f8\u5173\u4fe1\u606f\u3002\u5f3a\u5927\u7684\u8eab\u4efd\u9a8c\u8bc1\u529f\u80fd\u53ef\u4fdd\u62a4\u767b\u5f55\u6d41\u7a0b\u3002\u53ef\u9009\u7684 SSO \u96c6\u6210\u53ef\u4e0e\u94f6\u884c\u73b0\u6709\u7684\u8eab\u4efd\u4f9b\u5e94\u5546\u8fde\u63a5\uff0c\u5728\u7b80\u5316\u8bbf\u95ee\u7ba1\u7406\u7684\u540c\u65f6\u4fdd\u6301\u5b89\u5168\u6807\u51c6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7aef\u5230\u7aef\u52a0\u5bc6\u53ef\u4fdd\u62a4\u5ba2\u6237\u7aef\u8bbe\u5907\u4e0e\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u4e4b\u95f4\u7684\u6570\u636e\u4f20\u8f93\u3002\u9759\u6001\u52a0\u5bc6\u53ef\u786e\u4fdd\u5b58\u50a8\u4fe1\u606f\u514d\u53d7\u7269\u7406\u8bbf\u95ee\u5a01\u80c1\u3002\u5b9a\u671f\u6e17\u900f\u6d4b\u8bd5\u53ef\u5728\u653b\u51fb\u8005\u5229\u7528\u6f0f\u6d1e\u4e4b\u524d\u5c06\u5176\u8bc6\u522b\u51fa\u6765\u3002\u57fa\u4e8e\u745e\u58eb\u7684\u5907\u4efd\u7b56\u7565\u53ef\u786e\u4fdd\u4e1a\u52a1\u8fde\u7eed\u6027\uff0c\u800c\u65e0\u9700\u5c06\u6570\u636e\u8f6c\u79fb\u5230\u53d7\u63a7\u8f96\u533a\u4e4b\u5916\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u4e2a\u654f\u611f\u64cd\u4f5c\u90fd\u4f1a\u751f\u6210\u5ba1\u8ba1\u65e5\u5fd7\u6761\u76ee\u3002\u7ba1\u7406\u5458\u53ef\u4ece\u4e0d\u540c\u4f4d\u7f6e\u8bbf\u95ee\u76d1\u63a7\u8bbf\u95ee\u6a21\u5f0f\u7684\u4eea\u8868\u677f\u3002\u5f02\u5e38\u6d3b\u52a8\u4f1a\u89e6\u53d1\u8b66\u62a5\uff0c\u4f9b\u5b89\u5168\u56e2\u961f\u5ba1\u67e5\u3002\u8fd9\u79cd\u53ef\u89c6\u6027\u540c\u65f6\u652f\u6301\u5185\u90e8\u7ba1\u7406\u548c\u76d1\u7ba1\u673a\u6784\u5bf9\u53ef\u8ffd\u6eaf\u6d41\u7a0b\u7684\u671f\u671b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5b89\u5168\u6a21\u5f0f\u901a\u8fc7\u52a0\u5bc6\u6e20\u9053\u5c06\u5ba2\u6237\u8bbe\u5907\u8fde\u63a5\u5230\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u3002\u7b2c\u4e09\u65b9\u670d\u52a1\u96c6\u6210\u901a\u8fc7\u53d7\u63a7\u63a5\u53e3\u8fdb\u884c\u8def\u7531\uff0c\u5c06\u6570\u636e\u4fdd\u6301\u5728\u745e\u58eb\u7ba1\u8f96\u8303\u56f4\u5185\u3002\u7ba1\u7406\u5de5\u5177\u63d0\u4f9b\u6240\u6709\u8fde\u63a5\u70b9\u7684\u53ef\u89c1\u6027\uff0c\u4f7f\u5b89\u5168\u56e2\u961f\u80fd\u591f\u9a8c\u8bc1\u540e\u53f0\u64cd\u4f5c\u662f\u5426\u7b26\u5408\u673a\u6784\u6807\u51c6\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-high-performance-hosting-with-investglass\">InvestGlass \u7684\u9ad8\u6027\u80fd\u6258\u7ba1\u670d\u52a1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u9ad8\u6027\u80fd\u7684\u6258\u7ba1\u89e3\u51b3\u65b9\u6848\uff0c\u65e8\u5728\u6ee1\u8db3\u73b0\u4ee3\u4f01\u4e1a\u7684\u4e25\u683c\u8981\u6c42\uff0c\u5c24\u5176\u662f\u5728\u53d7\u76d1\u7ba1\u884c\u4e1a\u8fd0\u8425\u7684\u4f01\u4e1a\u3002InvestGlass \u5728\u745e\u58eb\u72ec\u5bb6\u6258\u7ba1 CRM \u7cfb\u7edf\uff0c\u786e\u4fdd\u5ba2\u6237\u6570\u636e\u53d7\u5230\u4e25\u683c\u7684\u745e\u58eb\u6cd5\u89c4\u548c\u4e16\u754c\u4e0a\u6700\u4e25\u683c\u7684\u9690\u79c1\u6cd5\u7684\u4fdd\u62a4\u3002\u8fd9\u79cd\u5bf9\u6570\u636e\u4fdd\u62a4\u548c\u4f01\u4e1a\u7ea7\u5b89\u5168\u7684\u627f\u8bfa\u8ba9\u7535\u5b50\u5546\u52a1\u4f01\u4e1a\u3001\u7ee9\u6548\u8425\u9500\u4eba\u5458\u4ee5\u53ca\u4efb\u4f55\u91cd\u89c6\u5b89\u5168\u3001\u53ef\u9760\u5730\u8bbf\u95ee\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u7ec4\u7ec7\u653e\u5fc3\u3002\u9ad8\u6027\u80fd\u7684\u57fa\u7840\u8bbe\u65bd\u652f\u6301\u5feb\u901f\u7684\u6570\u636e\u8bbf\u95ee\u548c\u65e0\u7f1d\u7684\u7528\u6237\u4f53\u9a8c\uff0c\u4f7f\u4f01\u4e1a\u80fd\u591f\u4e13\u6ce8\u4e8e\u589e\u957f\u548c\u660e\u667a\u7684\u51b3\u7b56\uff0c\u800c\u4e0d\u5f71\u54cd\u5b89\u5168\u6027\u6216\u5408\u89c4\u6027\u3002\u6709\u4e86 InvestGlass\uff0c\u4f01\u4e1a\u5c06\u53d7\u76ca\u4e8e\u65e2\u5f3a\u5927\u53c8\u53ef\u6269\u5c55\u7684\u6258\u7ba1\u73af\u5883\uff0c\u5728\u652f\u6301\u4e1a\u52a1\u6210\u529f\u7684\u540c\u65f6\uff0c\u4fdd\u6301\u6700\u9ad8\u6807\u51c6\u7684\u6570\u636e\u5b89\u5168\u6027\u548c\u5408\u89c4\u6027\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-business-software-integration-with-swiss-hosted-investglass\">\u5546\u4e1a\u8f6f\u4ef6\u4e0e\u745e\u58eb\u6258\u7ba1 InvestGlass \u96c6\u6210<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/de\/\" target=\"_self\">\u6295\u8d44\u73bb\u7483<\/a> stands out by offering seamless integration with a wide range of business software, allowing companies to streamline their business processes and achieve efficient management across the organization. The platform\u2019s modular design enables businesses to create a fully integrated standard solution, connecting their CRM system with ERP systems, project management tools, and marketing automation platforms. This integration supports every stage of the customer journey, from initial contact to order processing and ongoing relationship management. With InvestGlass, businesses can easily expand their CRM\u2019s capabilities, adapting the solution to their evolving needs while maintaining a secure and compliant environment. The result is a unified system that enhances sales opportunities, optimizes business processes, and delivers efficient management of customer relationships all within a secure, Swiss hosted infrastructure.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-order-processing-and-management-in-investglass-crm\">InvestGlass CRM \u7684\u8ba2\u5355\u5904\u7406\u548c\u7ba1\u7406<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM \u7cfb\u7edf\u4f7f\u4f01\u4e1a\u80fd\u591f\u7cbe\u786e\u9ad8\u6548\u5730\u7ba1\u7406\u8ba2\u5355\u5904\u7406\u548c\u9500\u552e\u7ba1\u7406\u3002\u901a\u8fc7\u96c6\u4e2d\u5ba2\u6237\u4fe1\u606f\u548c\u81ea\u52a8\u5316\u5173\u952e\u5de5\u4f5c\u6d41\u7a0b\uff0c\u8be5\u5e73\u53f0\u4f7f\u56e2\u961f\u80fd\u591f\u65e0\u7f1d\u8ddf\u8e2a\u548c\u7ba1\u7406\u5ba2\u6237\u8ba2\u5355\uff0c\u4ece\u6700\u521d\u7684\u8be2\u4ef7\u5230\u6267\u884c\u3002\u901a\u8fc7\u5bf9\u5ba2\u6237\u884c\u4e3a\u3001\u9500\u552e\u8d8b\u52bf\u548c\u7ee9\u6548\u6307\u6807\u7684\u5b9d\u8d35\u6d1e\u5bdf\uff0c\u652f\u6301\u6570\u636e\u9a71\u52a8\u578b\u51b3\u7b56\uff0c\u5e2e\u52a9\u4f01\u4e1a\u8bc6\u522b\u65b0\u7684\u9500\u552e\u673a\u4f1a\u5e76\u5b8c\u5584\u8425\u9500\u7b56\u7565\u3002\u81ea\u52a8\u4efb\u52a1\u7ba1\u7406\u548c\u5168\u9762\u7684\u62a5\u544a\u5de5\u5177\u786e\u4fdd\u8ba2\u5355\u6d41\u7a0b\u7684\u6bcf\u4e00\u6b65\u90fd\u5f97\u5230\u76d1\u63a7\u548c\u4f18\u5316\uff0c\u4ece\u800c\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\uff0c\u63a8\u52a8\u4e1a\u52a1\u589e\u957f\u3002InvestGlass \u975e\u5e38\u6ce8\u91cd\u6570\u636e\u5b89\u5168\u548c\u9690\u79c1\uff0c\u786e\u4fdd\u654f\u611f\u7684\u5ba2\u6237\u4fe1\u606f\u5728\u6574\u4e2a\u8ba2\u5355\u7ba1\u7406\u751f\u547d\u5468\u671f\u4e2d\u59cb\u7ec8\u53d7\u5230\u4fdd\u62a4\uff0c\u4e3a\u5bfb\u6c42\u63d0\u5347\u9500\u552e\u4e1a\u7ee9\u548c\u8fd0\u8425\u6548\u7387\u7684\u4f01\u4e1a\u63d0\u4f9b\u53ef\u9760\u3001\u5b89\u5168\u7684\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-hosting-options-with-investglass-swiss-cloud-or-on-premise\">InvestGlass \u6258\u7ba1\u9009\u9879\uff1a\u745e\u58eb\u4e91\u6216\u5185\u90e8\u6258\u7ba1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u7b26\u5408\u4e0d\u540c\u673a\u6784\u8981\u6c42\u7684\u90e8\u7f72\u7075\u6d3b\u6027\u3002\u5404\u673a\u6784\u53ef\u9009\u62e9\u745e\u58eb\u79c1\u6709\u4e91\u6258\u7ba1\u6216\u5728\u81ea\u5df1\u7684\u6570\u636e\u4e2d\u5fc3\u5185\u90e8\u5b89\u88c5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u4e91\u9009\u9879\u63d0\u4f9b\u5168\u9762\u7ba1\u7406\u7684\u670d\u52a1\u3002InvestGlass \u4ece\u745e\u58eb\u5904\u7406\u66f4\u65b0\u3001\u76d1\u63a7\u548c\u5b89\u5168\u4e8b\u5b9c\u3002\u9ad8\u6027\u80fd\u57fa\u7840\u8bbe\u65bd\u786e\u4fdd\u6b27\u6d32\u5404\u5730\u7528\u6237\u7684\u4f4e\u5ef6\u8fdf\u8bbf\u95ee\u3002\u8fd9\u79cd\u6a21\u5f0f\u9002\u5408\u4f18\u5148\u8003\u8651\u90e8\u7f72\u901f\u5ea6\u548c\u6700\u5c0f IT \u5f00\u9500\u7684\u516c\u53f8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9884\u7f6e\u9009\u9879\u5728\u5ba2\u6237\u62e5\u6709\u7684\u670d\u52a1\u5668\u4e0a\u8fd0\u884c InvestGlass \u8f6f\u4ef6\u3002InvestGlass \u5de5\u7a0b\u5e08\u63d0\u4f9b\u652f\u6301\uff0c\u800c\u673a\u6784\u5219\u4fdd\u6301\u76f4\u63a5\u7684\u786c\u4ef6\u63a7\u5236\u3002\u6709\u4e25\u683c\u5185\u90e8 IT \u653f\u7b56\u7684\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u901a\u5e38\u66f4\u559c\u6b22\u8fd9\u79cd\u751f\u4ea7\u73af\u5883\u5b89\u6392\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6df7\u5408\u65b9\u6848\u7ed3\u5408\u4e86\u4e24\u79cd\u65b9\u6cd5\u3002\u6d4b\u8bd5\u548c\u5f00\u53d1\u73af\u5883\u5728 InvestGlass \u745e\u58eb\u4e91\u4e2d\u8fd0\u884c\uff0c\u800c\u751f\u4ea7\u7cfb\u7edf\u5219\u5728\u5185\u90e8\u8fd0\u884c\u3002\u8fd9\u79cd\u7075\u6d3b\u6027\u52a0\u5feb\u4e86\u5f00\u53d1\u5468\u671f\uff0c\u540c\u65f6\u53c8\u4e0d\u5f71\u54cd\u751f\u4ea7\u5b89\u5168\u6807\u51c6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9 InvestGlass \u6258\u7ba1\u6a21\u5f0f\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u745e\u58eb\u4e91\u9002\u5408\u5bfb\u6c42\u5feb\u901f\u90e8\u7f72\u548c\u6258\u7ba1\u8fd0\u8425\u7684\u4e2d\u578b\u4f01\u4e1a<\/li>\n\n\n\n<li>\u5185\u90e8\u90e8\u7f72\u9002\u5408\u62e5\u6709\u4e13\u95e8 IT \u56e2\u961f\u548c\u4e25\u683c\u6570\u636e\u63a7\u5236\u8981\u6c42\u7684\u673a\u6784<\/li>\n\n\n\n<li>\u6df7\u5408\u65b9\u6cd5\u517c\u987e\u5f00\u53d1\u654f\u6377\u6027\u548c\u751f\u4ea7\u5b89\u5168\u6027<\/li>\n\n\n\n<li>\u6240\u6709\u9009\u9879\u5747\u4fdd\u6301\u745e\u58eb\u6570\u636e\u9a7b\u7559\u548c\u5408\u89c4\u80fd\u529b<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-compliance-workflows-and-audit-readiness-with-investglass\">InvestGlass \u7684\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\u548c\u5ba1\u8ba1\u51c6\u5907<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">FINMA \u548c ESMA \u7b49\u76d1\u7ba1\u673a\u6784\u5e0c\u671b\u6bcf\u9879\u9762\u5411\u5ba2\u6237\u7684\u6d3b\u52a8\u90fd\u6709\u53ef\u8ffd\u6eaf\u7684\u6d41\u7a0b\u548c\u6587\u6863\u3002\u901a\u8fc7\u7535\u5b50\u8868\u683c\u8fdb\u884c\u4eba\u5de5\u8ddf\u8e2a\u4f1a\u5e26\u6765\u5ba1\u8ba1\u98ce\u9669\uff0c\u5e76\u6d88\u8017\u5408\u89c4\u56e2\u961f\u7684\u80fd\u529b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u8ba9\u516c\u53f8\u4e3a\u5f00\u6237\u3001\u6295\u8d44\u5efa\u8bae\u3001\u4ea7\u54c1\u8f6c\u6362\u548c\u9002\u5b9c\u6027\u68c0\u67e5\u8bbe\u8ba1\u5ba1\u6279\u5de5\u4f5c\u6d41\u3002\u6bcf\u4e2a\u5de5\u4f5c\u6d41\u7a0b\u6b65\u9aa4\u90fd\u4f1a\u6355\u83b7\u65f6\u95f4\u6233\u3001\u8d1f\u8d23\u7528\u6237\u548c\u51b3\u7b56\u610f\u89c1\u3002\u5ba1\u8ba1\u8ddf\u8e2a\u4f1a\u81ea\u52a8\u751f\u6210\uff0c\u5f53\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u63d0\u4f9b\u6587\u4ef6\u65f6\uff0c\u53ef\u7701\u53bb\u91cd\u5efa\u5de5\u4f5c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ef\u5bfc\u51fa\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u548c\u5408\u89c4\u62a5\u544a\u76f4\u63a5\u4ece\u745e\u58eb\u6258\u7ba1\u7684 CRM \u4e2d\u751f\u6210\u3002\u5408\u89c4\u5b98\u5458\u65e0\u9700\u4ece\u591a\u4e2a\u6765\u6e90\u6536\u96c6\u6570\u636e\uff0c\u5373\u53ef\u83b7\u53d6\u6240\u9700\u7684\u4fe1\u606f\u3002\u8fd9\u79cd\u81ea\u52a8\u5316\u652f\u6301\u6709\u5173\u6d41\u7a0b\u6539\u8fdb\u548c\u8d44\u6e90\u5206\u914d\u7684\u6570\u636e\u9a71\u52a8\u578b\u51b3\u7b56\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528 InvestGlass \u81ea\u52a8\u6267\u884c\u7684\u5178\u578b\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u8fc7\u5173\u7cfb\u7ecf\u7406\u3001\u5408\u89c4\u5b98\u548c\u9ad8\u7ea7\u7ba1\u7406\u5c42\u5ba1\u6279\u65b0\u8d26\u6237<\/li>\n\n\n\n<li>\u5ba1\u67e5\u6295\u8d44\u5efa\u8bae\u4e66\uff0c\u786e\u4fdd\u5728\u5904\u7406\u8ba2\u5355\u524d\u63d0\u4f9b\u9002\u5408\u6027\u6587\u4ef6<\/li>\n\n\n\n<li>\u9700\u8981\u52a0\u5f3a\u76d1\u6d4b\u7684\u9ad8\u98ce\u9669\u5ba2\u6237\u7684\u5b9a\u671f\u5ba1\u67e5\u89e6\u53d1\u5668<\/li>\n\n\n\n<li>\u4ea7\u54c1\u8f6c\u6362\u6279\u51c6\uff0c\u6838\u5b9e\u5ba2\u6237\u7684\u7406\u89e3\u548c\u9002\u5f53\u6027<\/li>\n\n\n\n<li>\u8de8\u5883\u5206\u9500\u68c0\u67e5\uff0c\u786e\u8ba4\u6bcf\u4e2a\u8f96\u533a\u7684\u76d1\u7ba1\u8bb8\u53ef<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-cases-who-benefits-most-from-a-swiss-hosted-crm-like-investglass\">\u4f7f\u7528\u6848\u4f8b\uff1a\u8c01\u6700\u53d7\u76ca\u4e8e InvestGlass \u8fd9\u6837\u7684\u745e\u58eb\u6258\u7ba1 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u79c1\u4eba\u94f6\u884c\u662f\u4f20\u7edf\u7684\u6838\u5fc3\u5e02\u573a\uff0c\u4f46 InvestGlass \u4e3a\u66f4\u591a\u9700\u8981\u745e\u58eb\u6570\u636e\u4e3b\u6743\u7684\u53d7\u76d1\u7ba1\u673a\u6784\u63d0\u4f9b\u670d\u52a1\u3002\u8be5\u5e73\u53f0\u7684\u6a21\u5757\u5316\u8bbe\u8ba1\u53ef\u9002\u5e94\u4e0d\u540c\u7684\u4e1a\u52a1\u6a21\u5f0f\uff0c\u540c\u65f6\u4fdd\u6301\u4e00\u81f4\u7684\u5408\u89c4\u80fd\u529b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u82cf\u9ece\u4e16\u548c\u65e5\u5185\u74e6\u7684\u72ec\u7acb\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u91c7\u7528 InvestGlass \u7ba1\u7406\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u3001KYC \u8bb0\u5f55\u548c\u62a5\u544a\uff0c\u800c\u65e0\u9700\u6784\u5efa\u81ea\u5b9a\u4e49\u57fa\u7840\u8bbe\u65bd\u3002\u8be5\u5e73\u53f0\u4ee5\u53ef\u968f\u7740\u7ba1\u7406\u8d44\u4ea7\u589e\u957f\u800c\u6269\u5c55\u7684\u96c6\u6210\u89e3\u51b3\u65b9\u6848\u53d6\u4ee3\u4e86\u7535\u5b50\u8868\u683c\u548c\u4e92\u4e0d\u5173\u8054\u7684\u5de5\u5177\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bff\u9669\u516c\u53f8\u4f7f\u7528 InvestGlass \u8fdb\u884c\u6295\u4fdd\u4eba\u5173\u7cfb\u7ba1\u7406\u548c\u7d22\u8d54\u8ddf\u8e2a\u3002\u517b\u8001\u57fa\u91d1\u7ba1\u7406\u53d7\u76ca\u4eba\u6c9f\u901a\u548c\u7f34\u8d39\u76d1\u63a7\u3002\u623f\u5730\u4ea7\u6295\u8d44\u7ecf\u7406\u8ddf\u8e2a\u6295\u8d44\u8005\u5173\u7cfb\u548c\u8d44\u91d1\u8c03\u7528\u6d41\u7a0b\u3002\u6bcf\u4e2a\u884c\u4e1a\u90fd\u53d7\u76ca\u4e8e\u745e\u58eb\u6258\u7ba1\u5ba2\u6237\u8bb0\u5f55\u548c\u5408\u89c4\u6295\u8d44\u8005\u95e8\u6237\u7f51\u7ad9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bb6\u65cf\u529e\u516c\u5ba4\u548c\u591a\u5bb6\u65cf\u529e\u516c\u5ba4\u5728 InvestGlass \u4e2d\u6574\u5408\u6765\u81ea\u591a\u4e2a\u6258\u7ba1\u4eba\u7684\u6301\u80a1\u548c\u6587\u4ef6\u3002\u8be5\u5e73\u53f0\u53ef\u63d0\u4f9b\u8de8\u8d8a\u590d\u6742\u7ed3\u6784\u7684\u7edf\u4e00\u89c6\u56fe\uff0c\u540c\u65f6\u4fdd\u6301\u6240\u6709\u5ba2\u6237\u4fe1\u606f\u7684\u745e\u58eb\u6570\u636e\u9a7b\u7559\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528 InvestGlass \u7684\u884c\u4e1a\u7ec6\u5206\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7ba1\u7406\u9ad8\u51c0\u503c\u5ba2\u6237\u5173\u7cfb\u548c\u5408\u89c4\u6027\u7684\u79c1\u4eba\u94f6\u884c<\/li>\n\n\n\n<li>\u72ec\u7acb\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u9700\u8981\u53ef\u6269\u5c55\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u800c\u4e0d\u9700\u8981 IT \u90e8\u95e8\u7684\u7ba1\u7406\u8d39\u7528<\/li>\n\n\n\n<li>\u4fdd\u9669\u7ecf\u7eaa\u4eba\u8ddf\u8e2a\u4fdd\u5355\u3001\u7d22\u8d54\u548c\u5ba2\u6237\u6c9f\u901a\u60c5\u51b5<\/li>\n\n\n\n<li>\u5bb6\u65cf\u529e\u516c\u5ba4\u6574\u5408\u591a\u6258\u7ba1\u4eba\u62a5\u544a\u548c\u6587\u4ef6\u7ba1\u7406<\/li>\n\n\n\n<li>\u7ba1\u7406\u6295\u8d44\u8005\u5173\u7cfb\u548c\u8d44\u672c\u7ba1\u7406\u7684\u623f\u5730\u4ea7\u57fa\u91d1<\/li>\n\n\n\n<li>\u517b\u8001\u57fa\u91d1\u5904\u7406\u53d7\u76ca\u4eba\u6c9f\u901a\u548c\u5408\u89c4\u6587\u4ef6<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-migration-to-a-swiss-hosted-crm-with-investglass\">\u901a\u8fc7 InvestGlass \u8fc1\u79fb\u5230\u745e\u58eb\u6258\u7ba1 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u7535\u5b50\u8868\u683c\u6216\u56fd\u5916 CRM \u8fc1\u79fb\u5230 InvestGlass \u65f6\uff0c\u8981\u9075\u5faa\u7ed3\u6784\u5316\u6d41\u7a0b\uff0c\u4ee5\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u4e2d\u65ad\u3002\u8be5\u5e73\u53f0\u5305\u542b\u4e13\u4e3a\u91d1\u878d\u670d\u52a1\u6570\u636e\u7ed3\u6784\u8bbe\u8ba1\u7684\u8fc1\u79fb\u5de5\u5177\uff0c\u5305\u62ec\u4ee5\u4e0b\u9009\u9879 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/fr\/export-selected-columns-into-csv-file-in-excel\/\" target=\"_self\">\u5bfc\u51fa\u6570\u636e<\/a> \u4f8b\u5982\u5c06\u9009\u5b9a\u7684\u5217\u8f93\u5165 Excel \u4e2d\u7684 CSV \u6587\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u8fc1\u79fb\u6b65\u9aa4\u9996\u5148\u662f\u6570\u636e\u5ba1\u8ba1\uff0c\u786e\u5b9a\u5b58\u5728\u54ea\u4e9b\u4fe1\u606f\u4ee5\u53ca\u4fe1\u606f\u7684\u4f4d\u7f6e\u3002\u5c06\u6e90\u5b57\u6bb5\u4e0e InvestGlass \u7ed3\u6784\u8fdb\u884c\u6620\u5c04\u3002\u6d4b\u8bd5\u5bfc\u5165\u9a8c\u8bc1\u751f\u4ea7\u5207\u6362\u524d\u7684\u6570\u636e\u8d28\u91cf\u3002\u7528\u6237\u57f9\u8bad\u4e3a\u56e2\u961f\u9002\u5e94\u65b0\u7684\u5de5\u4f5c\u6d41\u7a0b\u505a\u597d\u51c6\u5907\u3002\u5206\u9636\u6bb5\u4e0a\u7ebf\u65b9\u6cd5\u901a\u8fc7\u9010\u6b65\u8fc1\u79fb\u5ba2\u6237\u90e8\u5206\u6765\u964d\u4f4e\u98ce\u9669\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f7f\u7528 CSV \u5bfc\u51fa\u6216 API \u8fde\u63a5\u5668\u4ece Salesforce\u3001HubSpot \u6216\u4f20\u7edf\u8d22\u5bcc\u7ba1\u7406\u5de5\u5177\u5bfc\u5165\u6570\u636e\u3002\u76ee\u6807\u73af\u5883\u5728\u6574\u4e2a\u8fc7\u7a0b\u4e2d\u4fdd\u6301\u745e\u58eb\u6258\u7ba1\u3002\u5728\u8fc1\u79fb\u8fc7\u7a0b\u4e2d\uff0c\u6570\u636e\u4e0d\u4f1a\u7ecf\u8fc7\u4e2d\u95f4\u7ba1\u8f96\u533a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u56e2\u961f\u4e0e\u5185\u90e8 IT \u548c\u5408\u89c4\u90e8\u95e8\u5408\u4f5c\uff0c\u4f7f\u8fc1\u79fb\u4e0e\u673a\u6784\u653f\u7b56\u4fdd\u6301\u4e00\u81f4\u3002\u76d1\u7ba1\u673a\u6784\u7684\u901a\u77e5\u8981\u6c42\u4e5f\u662f\u9879\u76ee\u65f6\u95f4\u8868\u7684\u8003\u8651\u56e0\u7d20\u3002\u4e00\u5bb6\u5178\u578b\u7684\u4e2d\u578b\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u9700\u8981\u4e09\u5230\u516d\u4e2a\u6708\u7684\u65f6\u95f4\u5b8c\u6210\u5411 InvestGlass \u7684\u8fc1\u79fb\uff0c\u5176\u4e2d\u5305\u62ec\u57f9\u8bad\u548c\u5e76\u884c\u64cd\u4f5c\u671f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-total-cost-of-ownership-and-efficiency-gains-with-investglass\">InvestGlass \u5e26\u6765\u7684\u603b\u4f53\u62e5\u6709\u6210\u672c\u548c\u6548\u7387\u63d0\u5347<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528 InvestGlass \u7b49\u5b8c\u5168\u96c6\u6210\u7684\u6807\u51c6\u89e3\u51b3\u65b9\u6848\u65f6\uff0c\u745e\u58eb\u6258\u7ba1\u5e76\u4e0d\u81ea\u52a8\u610f\u5473\u7740\u66f4\u6602\u8d35\u3002\u6574\u5408\u591a\u4e2a\u5de5\u5177\u53ef\u964d\u4f4e\u603b\u8ba2\u8d2d\u6210\u672c\uff0c\u5e76\u6d88\u9664\u96c6\u6210\u7ef4\u62a4\u5f00\u9500\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53d6\u4ee3\u4e86\u5355\u72ec\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001KYC \u8868\u5355\u3001\u57fa\u672c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u5ba2\u6237\u95e8\u6237\u548c\u8425\u9500\u81ea\u52a8\u5316\u8ba2\u9605\u3002\u5404\u673a\u6784\u53ef\u907f\u514d\u5176\u4ed6\u516c\u53f8\u7684\u91d1\u878d\u670d\u52a1\u529f\u80fd\u6240\u9700\u7684\u9644\u52a0\u548c\u5b9a\u5236\u8d39\u7528\u3002\u7531\u4e00\u5bb6\u4f9b\u5e94\u5546\u5904\u7406\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\uff0c\u53ef\u7b80\u5316\u91c7\u8d2d\u51b3\u7b56\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u548c\u5408\u89c4\u56e2\u961f\u5728\u4e00\u4e2a\u754c\u9762\u5185\u5de5\u4f5c\u65f6\uff0c\u751f\u4ea7\u7387\u5c31\u4f1a\u63d0\u9ad8\u3002\u4e0a\u4e0b\u6587\u5207\u6362\u6d88\u5931\u4e86\u3002\u6570\u636e\u5f55\u5165\u53ea\u9700\u4e00\u6b21\u3002\u62a5\u544a\u6765\u81ea\u7edf\u4e00\u7684\u8bb0\u5f55\uff0c\u800c\u4e0d\u662f\u62fc\u51d1\u8d77\u6765\u7684\u7535\u5b50\u8868\u683c\u3002\u8fd9\u4e9b\u6548\u7387\u7684\u63d0\u9ad8\u4f7f\u56e2\u961f\u80fd\u591f\u4e13\u6ce8\u4e8e\u5ba2\u6237\u670d\u52a1\uff0c\u800c\u4e0d\u662f\u7cfb\u7edf\u7ba1\u7406\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u591a\u4e2a\u70b9\u89e3\u51b3\u65b9\u6848\u7684\u6210\u672c\u4e0e InvestGlass \u5408\u5e76\u90e8\u7f72\u4e09\u5e74\u7684\u6210\u672c\u8fdb\u884c\u6bd4\u8f83\uff0c\u901a\u5e38\u53ef\u8282\u7701\u5927\u91cf\u6210\u672c\u3002\u96c6\u6210\u9879\u76ee\u6d88\u5931\u540e\uff0c\u5b9e\u65bd\u6210\u672c\u964d\u4f4e\u3002\u7b80\u5316\u652f\u6301\u5173\u7cfb\u3002\u57f9\u8bad\u8981\u6c42\u964d\u4f4e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91c7\u7528 InvestGlass \u540e\uff0c\u5ba2\u6237\u53ef\u8861\u91cf\u7684\u5173\u952e\u7ee9\u6548\u6307\u6807\u5f97\u5230\u6539\u5584\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u8fc7\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b\uff0c\u5165\u804c\u65f6\u95f4\u4ece\u6570\u5468\u7f29\u77ed\u5230\u6570\u5929<\/li>\n\n\n\n<li>\u901a\u8fc7\u5185\u7f6e\u5ba1\u8ba1\u8ddf\u8e2a\u751f\u6210\u529f\u80fd\uff0c\u65e0\u9700\u624b\u52a8\u7f16\u5199\u5408\u89c4\u62a5\u544a<\/li>\n\n\n\n<li>\u901a\u8fc7\u51cf\u5c11\u884c\u653f\u4efb\u52a1\uff0c\u6269\u5927\u5173\u7cfb\u7ecf\u7406\u7684\u80fd\u529b<\/li>\n\n\n\n<li>\u901a\u8fc7\u5355\u4e00\u6765\u6e90\u6570\u636e\u5f55\u5165\u548c\u9a8c\u8bc1\u964d\u4f4e\u9519\u8bef\u7387<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-compares-to-international-crm-competitors\">InvestGlass \u4e0e\u56fd\u9645 CRM \u7ade\u4e89\u5bf9\u624b\u7684\u6bd4\u8f83<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce \u548c Microsoft Dynamics 365 \u7b49\u5168\u7403\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u63d0\u4f9b\u4e86\u5e7f\u6cdb\u7684\u751f\u6001\u7cfb\u7edf\uff0c\u4f46\u9700\u8981\u9488\u5bf9\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u670d\u52a1\u8fdb\u884c\u5927\u91cf\u5b9a\u5236\u3002\u4f01\u4e1a\u9700\u8981\u6295\u5165\u6570\u6708\u65f6\u95f4\u914d\u7f6e InvestGlass \u5f00\u7bb1\u5373\u7528\u7684\u5408\u89c4\u5de5\u4f5c\u6d41\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e13\u6ce8\u4e8e\u745e\u58eb\u6258\u7ba1\u3001\u91d1\u878d\u6cd5\u89c4\u548c\u9884\u5efa\u5de5\u4f5c\u6d41\u7a0b\uff0c\u800c\u975e\u9700\u8981\u5916\u90e8\u987e\u95ee\u5b9e\u65bd\u7684\u901a\u7528\u529f\u80fd\u3002\u8be5\u5e73\u53f0\u53cd\u6620\u4e86\u591a\u5e74\u6765\u4e13\u95e8\u9488\u5bf9\u4ee5\u4e0b\u65b9\u9762\u7684\u5f00\u53d1\u6210\u679c <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/es\/the-best-digital-banks-in-switzerland-for-2023-a-comprehensive-guide\/\" target=\"_self\">\u94f6\u884c<\/a>, \u6211\u4eec\u7684\u5ba2\u6237\u5305\u62ec\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u4fdd\u9669\u516c\u53f8\u3002\u9002\u5408\u6027\u8bc4\u4f30\u3001\u54a8\u8be2\u8bf4\u660e\u548c KYC \u6587\u4ef6\u7684\u6a21\u677f\u662f\u539f\u751f\u7684\uff0c\u800c\u4e0d\u662f\u6602\u8d35\u7684\u5b9a\u5236\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u6570\u636e\u9a7b\u7559\u9ed8\u8ba4\u4e3a\u745e\u58eb\u6216\u5185\u90e8\u90e8\u7f72\u3002\u975e\u745e\u58eb\u4f9b\u5e94\u5546\u901a\u5e38\u9ed8\u8ba4\u4e3a\u591a\u533a\u57df\u6258\u7ba1\uff0c\u8fd9\u4f7f\u5408\u89c4\u5b9a\u4f4d\u53d8\u5f97\u590d\u6742\u3002\u9009\u62e9\u56fd\u9645\u5e73\u53f0\u7684\u7ec4\u7ec7\u5fc5\u987b\u534f\u5546\u5b9a\u5236\u6570\u636e\u9a7b\u7559\u5b89\u6392\u5e76\u9a8c\u8bc1\u6301\u7eed\u5408\u89c4\u6027\uff0c\u800c InvestGlass \u901a\u8fc7\u5176\u57fa\u7840\u67b6\u6784\u907f\u514d\u4e86\u8fd9\u4e9b\u4efb\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u73b0\u4ef7\u503c\u7684\u65f6\u95f4\u5927\u4e0d\u76f8\u540c\u3002InvestGlass \u7684\u5b9e\u65bd\u53ea\u9700\u6570\u6708\u800c\u975e\u6570\u5e74\u5373\u53ef\u6295\u5165\u751f\u4ea7\u3002InvestGlass \u56e2\u961f\u62e5\u6709\u91d1\u878d\u670d\u52a1\u4e13\u4e1a\u77e5\u8bc6\uff0c\u65e0\u9700\u5916\u90e8\u7cfb\u7edf\u96c6\u6210\u5546\u3002\u652f\u6301\u4eba\u5458\u4e86\u89e3\u76d1\u7ba1\u80cc\u666f\uff0c\u65e0\u9700\u5927\u91cf\u89e3\u91ca\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-future-of-swiss-hosted-crm-and-the-investglass-roadmap\">\u745e\u58eb\u6258\u7ba1 CRM \u7684\u672a\u6765\u548c InvestGlass \u8def\u7ebf\u56fe<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6cd5\u89c4\u4e0d\u65ad\u6f14\u53d8\u3002ESG \u62a5\u544a\u8981\u6c42\u4e0d\u65ad\u6269\u5927\u3002\u6570\u5b57\u5316\u5ba2\u6237\u7684\u671f\u671b\u4e0d\u65ad\u63d0\u9ad8\u3002\u672a\u6765\u4e09\u5230\u4e94\u5e74\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u9700\u8981\u5728\u4fdd\u6301\u5408\u89c4\u6027\u7684\u57fa\u7840\u4e0a\u5feb\u901f\u9002\u5e94\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u521b\u65b0\u9886\u57df\u5305\u62ec\u66f4\u6df1\u5165\u7684\u4eba\u5de5\u667a\u80fd\u8f85\u52a9\u54a8\u8be2\u529f\u80fd\u3001\u6269\u5c55\u7684 ESG \u6570\u636e\u96c6\u6210\u4ee5\u53ca\u589e\u5f3a\u7684\u5ba2\u6237\u95e8\u6237\u4e2a\u6027\u5316\u3002\u8fd9\u4e9b\u53d1\u5c55\u6269\u5c55\u4e86\u5e73\u53f0\u7684\u4ef7\u503c\uff0c\u540c\u65f6\u4fdd\u6301\u4e86\u745e\u58eb\u6258\u7ba1\u6a21\u5f0f\uff0c\u4f7f InvestGlass \u6709\u522b\u4e8e\u5176\u4ed6\u5546\u54c1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9664\u4e86\u96f6\u4fe1\u4efb\u5b89\u5168\u6982\u5ff5\u548c\u8fde\u63a5\u6838\u5fc3\u94f6\u884c\u548c\u6258\u7ba1\u7cfb\u7edf\u7684\u65b0 API \u4e4b\u5916\uff0c\u516c\u53f8\u8fd8\u7ee7\u7eed\u6295\u8d44\u745e\u58eb\u6258\u7ba1\u670d\u52a1\u3002InvestGlass \u7684\u76ee\u6807\u662f\u5728\u5927\u578b\u79d1\u6280\u4e91\u65e5\u76ca\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u7684\u5e02\u573a\u4e2d\u4fdd\u6301\u4e3b\u6743\u5730\u4f4d\uff0c\u5c06\u63a7\u5236\u6743\u7262\u7262\u638c\u63e1\u5728\u5ba2\u6237\u624b\u4e2d\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/pt\/the-best-digital-banks-in-switzerland-for-2023-a-comprehensive-guide\/\" target=\"_self\">\u745e\u58eb\u548c\u6b27\u6d32\u91d1\u878d\u673a\u6784<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e73\u53f0\u8def\u7ebf\u56fe\u53cd\u6620\u7684\u662f\u5ba2\u6237\u4f18\u5148\u4e8b\u9879\uff0c\u800c\u975e\u4e00\u822c\u5e02\u573a\u8d8b\u52bf\u3002\u91d1\u878d\u673a\u6784\u53c2\u4e0e InvestGlass \u7684\u5f00\u53d1\uff0c\u786e\u4fdd\u65b0\u529f\u80fd\u5728\u745e\u58eb\u6258\u7ba1\u6846\u67b6\u5185\u89e3\u51b3\u5b9e\u9645\u76d1\u7ba1\u548c\u8fd0\u8425\u6311\u6218\uff0c\u652f\u6301 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%ae%9e%e7%8e%b0%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%b7%ae%e5%bc%82%e5%8c%96%e7%9a%84-5-%e7%a7%8d%e6%96%b9%e6%b3%95\/\" target=\"_self\">\u94f6\u884c\u4e1a\u7684\u5dee\u5f02\u5316<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-choosing-investglass-as-your-swiss-hosted-crm\">\u9009\u62e9 InvestGlass \u4f5c\u4e3a\u60a8\u7684\u745e\u58eb\u6258\u7ba1 CRM<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u94f6\u884c\u3001\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u4ee5\u53ca\u5c06\u5ba2\u6237\u6570\u636e\u4fdd\u62a4\u548c\u5408\u89c4\u6548\u7387\u653e\u5728\u9996\u4f4d\u7684\u53d7\u76d1\u7ba1\u516c\u53f8\u800c\u8a00\uff0c\u745e\u58eb\u6258\u7ba1\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u662f\u6700\u5b89\u5168\u3001\u6700\u5177\u6218\u7565\u6027\u7684\u9009\u62e9\u3002\u745e\u58eb\u7684\u6cd5\u5f8b\u6846\u67b6\u3001\u94f6\u884c\u4e1a\u4f20\u7edf\u548c\u4e2d\u7acb\u6027\u521b\u9020\u4e86\u5176\u4ed6\u53f8\u6cd5\u7ba1\u8f96\u533a\u65e0\u6cd5\u6bd4\u62df\u7684\u72ec\u7279\u4f18\u52bf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6570\u5b57\u5165\u804c\u3001KYC\u3001\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u3001\u8425\u9500\u81ea\u52a8\u5316\u548c\u4eba\u5de5\u667a\u80fd\u529f\u80fd\u6574\u5408\u5230\u4e00\u4e2a\u5355\u4e00\u7684\u745e\u58eb\u6258\u7ba1\u5e73\u53f0\u4e2d\u3002\u8fd9\u79cd\u6574\u5408\u6d88\u9664\u4e86\u5404\u81ea\u4e3a\u653f\u7684\u7cfb\u7edf\uff0c\u540c\u65f6\u4fdd\u6301\u4e86\u91d1\u878d\u673a\u6784\u6240\u9700\u7684\u6570\u636e\u5b89\u5168\u6027\u548c\u76d1\u7ba1\u5408\u89c4\u6027\u3002\u6bcf\u4e2a\u6a21\u5757\u90fd\u53d7\u76ca\u4e8e\u745e\u58eb\u7684\u53f8\u6cd5\u7ba1\u8f96\u548c\u4f01\u4e1a\u7ea7\u5b89\u5168\u6807\u51c6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0e InvestGlass \u5408\u4f5c\uff0c\u9996\u5148\u8981\u8fdb\u884c\u91cf\u8eab\u5b9a\u5236\u7684\u6f14\u793a\uff0c\u5c55\u793a\u5b8c\u5168\u5728\u745e\u58eb\u6258\u7ba1\u7684\u7279\u5b9a\u6570\u636e\u6d41\u548c\u76d1\u7ba1\u8981\u6c42\u3002\u8be5\u56e2\u961f\u63d0\u4f9b\u7814\u8ba8\u4f1a\u3001\u6982\u5ff5\u9a8c\u8bc1\u9879\u76ee\u548c\u6570\u636e\u4fdd\u62a4\u8bc4\u4f30\uff0c\u91cd\u70b9\u5173\u6ce8\u8fc1\u79fb\u5230\u745e\u58eb\u6258\u7ba1\u7684 CRM\uff0c\u4ee5\u652f\u6301\u60a8\u7684\u589e\u957f\uff0c\u540c\u65f6\u7ba1\u7406\u98ce\u9669\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7acb\u5373\u8054\u7cfb InvestGlass\uff0c\u4e86\u89e3\u745e\u58eb\u4e3b\u6743 CRM \u5982\u4f55\u6539\u53d8\u60a8\u7684\u5ba2\u6237\u5173\u7cfb\u3001\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\u548c\u8fd0\u8425\u6548\u7387\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Regulated businesses across Europe face a critical question in 2024: where does your customer data actually live? A Swiss hosted CRM keeps sensitive client information within Switzerland\u2019s borders, protected by some of the world\u2019s strongest privacy laws. For banks, wealth managers, insurers, and other regulated institutions, hosting location determines compliance posture, audit readiness, and ultimately [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49160,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1342],"class_list":["post-49162","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-swiss-hosted-crm"],"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>Swiss Hosted CRM for Enhanced Data Protection<\/title>\n<meta name=\"description\" content=\"Discover the advantages of a Swiss hosted CRM for secure data management and compliance with regulations in Europe.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u745e\u58eb\u6258\u7ba1\u5f0f-crm-\u4e3a\u4f55\u6295\u8d44\u73bb\u7483\u662f\u4e3b\u6743\u9009\u62e9\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Swiss Hosted CRM: Why InvestGlass Is the Sovereign Choice\" \/>\n<meta property=\"og:description\" content=\"Regulated businesses across Europe face a critical question in 2024: where does your customer data actually live? A Swiss hosted CRM keeps sensitive\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u745e\u58eb\u6258\u7ba1\u5f0f-crm-\u4e3a\u4f55\u6295\u8d44\u73bb\u7483\u662f\u4e3b\u6743\u9009\u62e9\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-16T17:29:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-16T17:29:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/2a4051df-3726-4aab-a985-ffe72b0e2c5d.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1344\" \/>\n\t<meta property=\"og:image:height\" content=\"768\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"18 \u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u745e\u58eb\u6258\u7ba1 CRM\uff0c\u52a0\u5f3a\u6570\u636e\u4fdd\u62a4","description":"\u4e86\u89e3\u745e\u58eb\u6258\u7ba1 CRM \u5728\u5b89\u5168\u6570\u636e\u7ba1\u7406\u548c\u9075\u5b88\u6b27\u6d32\u6cd5\u89c4\u65b9\u9762\u7684\u4f18\u52bf\u3002.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/zh\/\u745e\u58eb\u6258\u7ba1\u5f0f-crm-\u4e3a\u4f55\u6295\u8d44\u73bb\u7483\u662f\u4e3b\u6743\u9009\u62e9\/","og_locale":"zh_CN","og_type":"article","og_title":"Swiss Hosted CRM: Why InvestGlass Is the Sovereign Choice","og_description":"Regulated businesses across Europe face a critical question in 2024: where does your customer data actually live? A Swiss hosted CRM keeps sensitive","og_url":"https:\/\/www.investglass.com\/zh\/\u745e\u58eb\u6258\u7ba1\u5f0f-crm-\u4e3a\u4f55\u6295\u8d44\u73bb\u7483\u662f\u4e3b\u6743\u9009\u62e9\/","og_site_name":"InvestGlass","article_published_time":"2026-02-16T17:29:09+00:00","article_modified_time":"2026-02-16T17:29:50+00:00","og_image":[{"width":1344,"height":768,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/2a4051df-3726-4aab-a985-ffe72b0e2c5d.png","type":"image\/png"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u4f5c\u8005":"InvestGlass","\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"18 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"Swiss Hosted CRM: Why InvestGlass Is the Sovereign Choice","datePublished":"2026-02-16T17:29:09+00:00","dateModified":"2026-02-16T17:29:50+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/"},"wordCount":3860,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/2a4051df-3726-4aab-a985-ffe72b0e2c5d.png","keywords":["swiss hosted crm"],"articleSection":["Article"],"inLanguage":"zh-Hans","copyrightYear":"2026","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/zh\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/","url":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/","name":"\u745e\u58eb\u6258\u7ba1 CRM\uff0c\u52a0\u5f3a\u6570\u636e\u4fdd\u62a4","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/2a4051df-3726-4aab-a985-ffe72b0e2c5d.png","datePublished":"2026-02-16T17:29:09+00:00","dateModified":"2026-02-16T17:29:50+00:00","description":"\u4e86\u89e3\u745e\u58eb\u6258\u7ba1 CRM \u5728\u5b89\u5168\u6570\u636e\u7ba1\u7406\u548c\u9075\u5b88\u6b27\u6d32\u6cd5\u89c4\u65b9\u9762\u7684\u4f18\u52bf\u3002.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/"]}]},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/2a4051df-3726-4aab-a985-ffe72b0e2c5d.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/02\/2a4051df-3726-4aab-a985-ffe72b0e2c5d.png","width":1344,"height":768,"caption":"InvestGlass - the Swiss Sovereign CRMSwiss CRM"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"Swiss Hosted CRM: Why InvestGlass Is the Sovereign Choice"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u6295\u8d44\u73bb\u7483","description":"\u745e\u58eb\u4e3b\u6743 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u6295\u8d44\u73bb\u7483","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u6295\u8d44\u73bb\u7483","image":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/zh\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/swiss-hosted-crm-why-investglass-is-the-sovereign-choice\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/49162","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/comments?post=49162"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/49162\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media\/49160"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media?parent=49162"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/categories?post=49162"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/tags?post=49162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}