{"id":49225,"date":"2026-03-06T16:18:33","date_gmt":"2026-03-06T15:18:33","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49225"},"modified":"2026-05-23T12:08:33","modified_gmt":"2026-05-23T10:08:33","slug":"%e4%bd%bf%e7%94%a8-investglass-%e5%bb%ba%e7%ab%8b%e7%ac%a6%e5%90%88%e8%a6%81%e6%b1%82%e7%9a%84%e7%99%bd%e6%89%8b%e5%a5%97%e6%97%85%e7%a8%8b","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/customer-onboarding-software-build-compliant-white-glove-journeys-with-investglass\/","title":{"rendered":"\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6 - \u4f7f\u7528 InvestGlass \u6253\u9020\u5408\u89c4\u7684\u767d\u624b\u5957\u65c5\u7a0b"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong>\u5bfc\u8a00\uff1a2026 \u5e74\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u7684\u91cd\u8981\u6027<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u60a8\u7ba1\u7406 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e6%9c%89%e6%95%88%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%8a%a1%e7%9a%84%e9%a1%b6%e7%ba%a7%e7%ad%96%e7%95%a5\/\" target=\"_self\">\u94f6\u884c\u5ba2\u6237\u5173\u7cfb<\/a>, \u65e0\u8bba\u60a8\u662f\u91d1\u878d\u516c\u53f8\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u8fd8\u662f\u4fdd\u9669\u516c\u53f8\uff0c\u60a8\u90fd\u77e5\u9053\u5ba2\u6237\u7b7e\u7ea6\u540e\u7684\u90a3\u4e00\u523b\u662f\u975e\u5e38\u8106\u5f31\u7684\u3002\u5982\u679c\u5165\u804c\u57f9\u8bad\u505a\u5f97\u597d\uff0c\u60a8\u5c31\u80fd\u5c06\u5ba2\u6237\u7684\u7ec8\u8eab\u4ef7\u503c\u63d0\u9ad8 300%\uff0c\u6536\u5165\u589e\u957f 2.5 \u500d\uff0c\u5ba2\u6237\u4fdd\u7559\u7387\u4e5f\u4f1a\u8fdc\u8fdc\u8d85\u8fc7\u7ade\u4e89\u5bf9\u624b\u3002\u7814\u7a76\u8868\u660e\uff0c52% \u7684\u91d1\u878d\u79d1\u6280\u7528\u6237\u5728 KYC \u9636\u6bb5\u5c31\u653e\u5f03\u4e86\uff0c\u4ec5\u5b8c\u6210\u90e8\u5206\u5165\u804c\u7684\u5ba2\u6237\u7559\u5b58\u7387\u4ec5\u4e3a 19%\uff0c\u800c\u5b8c\u6210\u5165\u804c\u7684\u5ba2\u6237\u7559\u5b58\u7387\u4e3a 82%\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u76d1\u7ba1\u90e8\u95e8\uff0c\u98ce\u9669\u751a\u81f3\u66f4\u9ad8\u3002\u5ba2\u6237\u5165\u804c\u4e0d\u4ec5\u4ec5\u662f\u7528\u6237\u4f53\u9a8c\u7684\u4e00\u4e2a\u6b65\u9aa4\uff0c\u4e5f\u4e0d\u4ec5\u4ec5\u662f\u4e3a\u4e86\u63d0\u9ad8\u6548\u7387\u3002\u5bf9\u6bcf\u4e00\u4f4d\u65b0\u5ba2\u6237\u800c\u8a00\uff0c\u5165\u804c\u90fd\u51b3\u5b9a\u4e86\u6574\u4f53\u7684\u5ba2\u6237\u4f53\u9a8c\uff0c\u4ece\u7b2c\u4e00\u5929\u8d77\u5c31\u4e3a\u53cc\u65b9\u7684\u5173\u7cfb\u5b9a\u4e0b\u4e86\u57fa\u8c03\u3002\u6807\u51c6\u5316\u3001\u6a21\u677f\u5316\u7684\u5de5\u4f5c\u6d41\u7a0b\u548c\u5b9a\u5236\u7684\u5165\u804c\u95e8\u6237\u5bf9\u4e8e\u786e\u4fdd\u65b0\u5ba2\u6237\u7684\u4e00\u81f4\u6027\u3001\u6548\u7387\u548c\u5408\u89c4\u6027\u81f3\u5173\u91cd\u8981\u3002\u8fd9\u662f KYC\/AML \u6846\u67b6\u3001MiFID II \u9002\u5408\u6027\u8981\u6c42\u3001\u745e\u58eb FinIA\/FinSA \u89c4\u5219\u3001GDPR \u548c\u745e\u58eb\u8054\u90a6\u6570\u636e\u4fdd\u62a4\u6cd5 (FADP) \u89c4\u5b9a\u7684\u76d1\u7ba1\u4e49\u52a1\u30022022 \u5e74\u81f3 2025 \u5e74\u95f4\uff0c\u6b27\u6d32\u94f6\u884c\u56e0\u53cd\u6d17\u94b1\u5931\u8bef\u800c\u9762\u4e34\u6570\u767e\u4e07\u7f8e\u5143\u7684\u7f5a\u6b3e\uff0c\u800c\u7f8e\u56fd\u91d1\u878d\u4e1a\u76d1\u7ba1\u5c40\uff08FINMA\uff09\u7684\u901a\u544a\u5219\u8d8a\u6765\u8d8a\u5f3a\u8c03\u9700\u8981\u53ef\u8ffd\u6eaf\u3001\u57fa\u4e8e\u98ce\u9669\u7684\u6570\u5b57\u5316\u6d41\u7a0b\u3002\u5bf9\u4e8e\u8de8\u5883\u670d\u52a1\u9ad8\u51c0\u503c\u4e2a\u4eba\u3001\u5bb6\u65cf\u529e\u516c\u5ba4\u6216\u4f01\u4e1a\u5ba2\u6237\u7684\u673a\u6784\u800c\u8a00\uff0c\u5165\u804c\u65e2\u51b3\u5b9a\u4e86\u5ba2\u6237\u4f53\u9a8c\uff0c\u4e5f\u51b3\u5b9a\u4e86\u76d1\u7ba1\u673a\u6784\u5c06\u4ed4\u7ec6\u5ba1\u67e5\u7684\u5ba1\u8ba1\u7ebf\u7d22\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e00\u5bb6\u745e\u58eb <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e4%b8%bb%e6%9d%83%e7%9a%84%e5%90%ab%e4%b9%89\/\" target=\"_self\">\u4e3b\u6743<\/a> \u4e13\u4e3a\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u548c\u5176\u4ed6\u53d7\u76d1\u7ba1\u673a\u6784\u6253\u9020\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u5165\u804c\u5e73\u53f0\u3002InvestGlass \u6258\u7ba1\u4e8e\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\uff0c\u4e5f\u53ef\u6839\u636e\u9700\u8981\u8fdb\u884c\u5185\u90e8\u90e8\u7f72\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e4%bc%98%e5%8c%96%e4%bc%81%e4%b8%9a%e9%93%b6%e8%a1%8c%e6%95%b0%e5%ad%97%e5%8c%96%e5%85%a5%e8%81%8c%e6%9c%80%e4%bd%b3%e5%ae%9e%e8%b7%b5%e5%92%8c%e5%85%b3%e9%94%ae%e6%88%98%e7%95%a5\/\" target=\"_self\">\u6570\u5b57\u5165\u804c<\/a>, InvestGlass \u53ef\u5c06 KYC \u5de5\u4f5c\u6d41\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u8425\u9500\u81ea\u52a8\u5316\u6574\u5408\u5230\u4e00\u4e2a\u5408\u89c4\u7684\u5806\u6808\u4e2d\u3002\u4e0e\u4e13\u4e3a SaaS \u6216\u7535\u5b50\u5546\u52a1\u8bbe\u8ba1\u7684\u666e\u901a\u7528\u6237\u5165\u804c\u5de5\u5177\u4e0d\u540c\uff0cInvestGlass \u53ef\u5904\u7406\u591a\u5b9e\u4f53\u7ed3\u6784\u3001\u7279\u5b9a\u53f8\u6cd5\u7ba1\u8f96\u533a\u6587\u4ef6\u4ee5\u53ca\u53d7\u76d1\u7ba1\u884c\u4e1a\u6240\u9700\u7684\u590d\u6742\u5ba1\u6279\u5de5\u4f5c\u6d41\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u5c06\u5411\u60a8\u4ecb\u7ecd\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u5982\u4f55\u5728\u91d1\u878d\u670d\u52a1\u9886\u57df\u53d1\u6325\u4f5c\u7528\uff0c\u8bc4\u4f30\u89e3\u51b3\u65b9\u6848\u65f6\u5e94\u4f18\u5148\u8003\u8651\u54ea\u4e9b\u5173\u952e\u529f\u80fd\uff0c\u4ee5\u53ca InvestGlass \u5982\u4f55\u6784\u5efa\u5408\u89c4\u3001\u81ea\u52a8\u5316\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u5c06\u65b0\u5ba2\u6237\u8f6c\u5316\u4e3a\u957f\u671f\u5408\u4f5c\u5173\u7cfb\u3002\u6211\u4eec\u5c06\u4ecb\u7ecd\u5b9e\u9645\u5e94\u7528\u573a\u666f\u3001\u53ef\u8861\u91cf\u7684\u7ed3\u679c\u4ee5\u53ca\u4e00\u4efd\u6e05\u5355\uff0c\u4ee5\u6307\u5bfc\u60a8\u5728 2026 \u5e74\u53ca\u4ee5\u540e\u7684\u9009\u62e9\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png\" alt=\"InvestGlass \u745e\u58eb\u4e3b\u6743CRM\" class=\"wp-image-49341\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global.png 1384w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u745e\u58eb\u4e3b\u6743CRM<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u63a5\u4e0b\u6765\uff1a\u91d1\u878d\u7ea7\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u7684\u5b9a\u4e49\uff0c\u4ee5\u53ca\u5b83\u4e0e\u4e00\u822c SaaS \u4ea7\u54c1\u5bfc\u89c8\u4e2d\u7684\u5de5\u5177\u6709\u4f55\u4e0d\u540c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4ec0\u4e48\u662f\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\uff1f(\u91d1\u878d\u7ea7\u5b9a\u4e49\uff09<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">B2B \u91d1\u878d\u673a\u6784\u7684\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u662f\u6570\u5b57\u5e73\u53f0\u7684\u4e00\u4e2a\u4e13\u95e8\u7c7b\u522b\u3002\u5b83\u534f\u8c03\u6574\u4e2a\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\uff0c\u4ece\u6700\u521d\u7684\u5ba2\u6237\u63a5\u89e6\u5230\u76d1\u7ba1\u5408\u89c4\u6027\u9a8c\u8bc1\uff0c\u518d\u5230\u670d\u52a1\u7684\u65e0\u7f1d\u6fc0\u6d3b\u3002\u8be5\u8f6f\u4ef6\u6536\u96c6\u5e76\u6574\u5408\u5404\u79cd\u6765\u6e90\u7684\u5ba2\u6237\u6570\u636e\uff0c\u5b9e\u73b0\u4e2a\u6027\u5316\u7684\u5165\u804c\u529f\u80fd\uff0c\u901a\u8fc7\u91cf\u8eab\u5b9a\u5236\u7684\u5de5\u4f5c\u6d41\u7a0b\u548c\u6c9f\u901a\u65b9\u5f0f\u5f15\u5bfc\u65b0\u7528\u6237\u3002\u5728\u5b9e\u9645\u64cd\u4f5c\u4e2d\uff0c\u8fd9\u610f\u5473\u7740\u534f\u8c03 KYC \u548c KYB 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\u5e94\u7528\u7a0b\u5e8f\u6216\u7535\u5b50\u5546\u52a1\u4e2d\u9047\u5230\u7684\u666e\u901a\u7528\u6237\u5165\u804c\u8f6f\u4ef6\uff0c\u4fa7\u91cd\u4e8e\u7b80\u5355\u7684\u5de5\u5177\u63d0\u793a\u3001\u7528\u4e8e\u7535\u5b50\u90ae\u4ef6\u6ce8\u518c\u7684\u6e10\u8fdb\u5256\u6790\u6216\u6e38\u620f\u5316\u6559\u7a0b\uff0c\u5e73\u5747 1.2 \u81f3 7.2 \u5206\u949f\u5373\u53ef\u5b8c\u6210\u3002SaaS \u4e2d\u7684\u7528\u6237\u5165\u804c\u6d41\u7a0b\u901a\u5e38\u662f\u4e3a\u4e86\u5feb\u901f\u6fc0\u6d3b\u5ba2\u6237\u3001\u6e05\u6670\u4f20\u8fbe\u4ea7\u54c1\u4ef7\u503c\u4ee5\u53ca\u901a\u8fc7\u7cbe\u7b80\u7684\u7528\u6237\u754c\u9762\u5143\u7d20\u5efa\u7acb\u5fe0\u8bda\u5ea6\u800c\u8bbe\u8ba1\u7684\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u91d1\u878d\u7ea7\u7684\u5165\u804c\u5de5\u5177\u5219\u622a\u7136\u4e0d\u540c\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u591a\u5b9e\u4f53\u8d26\u6237<\/strong>:\u5904\u7406\u5bb6\u65cf\u529e\u516c\u5ba4\u3001\u4f01\u4e1a\u96c6\u56e2\u6216\u591a\u8fbe\u4e94\u5c42\u6216\u66f4\u591a\u5c42\u6b21\u7684\u5d4c\u5957\u5b9e\u76ca\u6240\u6709\u6743\u7ed3\u6784\u3002.<\/li>\n\n\n\n<li><strong>\u76d1\u7ba1\u6587\u4ef6<\/strong>:\u751f\u6210\u7b26\u5408 MiFID II \u9002\u5408\u6027\u8bc4\u4f30\u3001GDPR \u6570\u636e\u5904\u7406\u540c\u610f\u6216\u745e\u58eb FINIA\/FinSA \u5ba2\u6237\u987e\u95ee\u89c4\u5219\u7684\u7279\u5b9a\u8f96\u533a\u6587\u4e66\u3002.<\/li>\n\n\n\n<li><strong>\u590d\u6742\u7684\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b<\/strong>:\u901a\u8fc7\u5408\u89c4\u4e13\u5458\u3001\u5173\u7cfb\u7ecf\u7406\u548c\u8fd0\u8425\u56e2\u961f\u7684\u89d2\u8272\u8bbf\u95ee\u6765\u5206\u914d\u4efb\u52a1\u3002.<\/li>\n\n\n\n<li><strong>\u4e0d\u53ef\u66f4\u6539\u7684\u5ba1\u8ba1\u8ddf\u8e2a<\/strong>:\u8bb0\u5f55\u6bcf\u4e2a\u7528\u6237\u64cd\u4f5c\u7684\u65f6\u95f4\u6233\u548c ID\uff0c\u4e3a FINMA\u3001ESMA \u6216\u5185\u90e8\u5ba1\u8ba1\u7684\u76d1\u7ba1\u68c0\u67e5\u63d0\u4f9b\u652f\u6301\u3002.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"641\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-1024x641.png\" alt=\"InvestGlass \u5728\u96f6\u552e\u94f6\u884c\u7684\u5ba2\u6237\u5165\u804c\" class=\"wp-image-49370\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-1024x641.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-300x188.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-768x481.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking-18x12.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking.png 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u5728\u96f6\u552e\u94f6\u884c\u7684\u5ba2\u6237\u5165\u804c<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2024-2026 \u5e74\u7684\u5177\u4f53\u5b9e\u4f8b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u5728\u82cf\u9ece\u4e16\u4e3a\u8d85\u9ad8\u51c0\u503c\uff08UHNW\uff09\u5ba2\u6237\u529e\u7406\u5165\u804c\u624b\u7eed\u3002\u5165\u804c\u6d41\u7a0b\u53ef\u80fd\u6d89\u53ca\u6709\u6761\u4ef6\u7684\u8868\u683c\uff0c\u53ea\u6709\u5728\u4e0a\u4f20\u521d\u59cb\u8eab\u4efd\u4fe1\u606f\u540e\u624d\u4f1a\u663e\u793a CRS\/FATCA \u7a0e\u6536\u5c45\u4f4f\u5730\u58f0\u660e\uff0c\u7136\u540e\u662f\u8d44\u91d1\u6765\u6e90\u9a8c\u8bc1\u548c PEP\/\u5236\u88c1\u7b5b\u67e5\u3002\u8fd9\u4e0e\u4e09\u6b65\u5f0f\u7535\u5b50\u5546\u52a1\u6d41\u7a0b\u5f62\u6210\u9c9c\u660e\u5bf9\u6bd4\uff0c\u5982\u679c\u8d85\u8fc7\u4e09\u4e2a\u6b65\u9aa4\uff0c45% \u7684\u7528\u6237\u5c31\u4f1a\u653e\u5f03\u3002\u4e13\u95e8\u7684\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u53ef\u63d0\u4f9b\u5de5\u5177\u548c\u7b56\u7565\uff0c\u5e2e\u52a9\u7528\u6237\u66f4\u9ad8\u6548\u5730\u5165\u804c\uff0c\u964d\u4f4e\u653e\u5f03\u7387\uff0c\u63d0\u9ad8\u6574\u4f53\u8f6c\u6362\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u6837\uff0c\u5bf9\u4e8e\u5bfb\u6c42\u8d37\u6b3e\u4ea7\u54c1\u7684\u6b27\u76df\u4e2d\u5c0f\u4f01\u4e1a\u800c\u8a00\uff0c\u8be5\u8f6f\u4ef6\u53ef\u6839\u636e ESMA \u51c6\u5219\u81ea\u52a8\u8fdb\u884c\u9002\u5f53\u6027\u6d4b\u8bd5\uff0c\u5e76\u901a\u8fc7\u4ee5\u4e0b\u9014\u5f84\u83b7\u53d6\u4fe1\u8d37\u6570\u636e <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e5%88%9b%e5%8a%9e%e8%87%aa%e5%b7%b1%e7%9a%84%e7%a7%81%e4%ba%ba%e9%93%b6%e8%a1%8c\/\" target=\"_self\">\u5f00\u653e\u94f6\u884c<\/a> \u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\uff08API\uff09\uff0c\u5e76\u786e\u4fdd\u4ece\u7b2c\u4e00\u5929\u8d77\u5c31\u5b9e\u65bd\u4e0e FATF \u4e00\u81f4\u7684\u4ea4\u6613\u76d1\u63a7\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6d89\u53ca\u7684\u5178\u578b\u5229\u76ca\u76f8\u5173\u8005<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5173\u7cfb\u7ecf\u7406\uff08RM\uff09<\/strong>:\u542f\u52a8\u5165\u804c\u65c5\u7a0b\u5e76\u4fdd\u6301\u4e0e\u5ba2\u6237\u7684\u6c9f\u901a\u3002.<\/li>\n\n\n\n<li><strong>\u5408\u89c4\u56e2\u961f<\/strong>:\u8fd0\u884c\u98ce\u9669\u5f15\u64ce\uff0c\u6279\u51c6\u6216\u62d2\u7edd\u5ba2\u6237\uff0c\u7ba1\u7406\u76d1\u7ba1\u68c0\u67e5\u3002.<\/li>\n\n\n\n<li><strong>\u4e1a\u52a1<\/strong>:\u5904\u7406\u6587\u4ef6\u5ba1\u6279\u3001\u6570\u636e\u5f55\u5165\u9a8c\u8bc1\u548c\u7cfb\u7edf\u66f4\u65b0\u3002.<\/li>\n\n\n\n<li><strong>\u4fe1\u606f\u6280\u672f<\/strong>:\u7ba1\u7406\u4e0e\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5916\u90e8\u9a8c\u8bc1\u63d0\u4f9b\u5546\u7684\u96c6\u6210\u3002.<\/li>\n\n\n\n<li><strong>\u5916\u90e8\u4ecb\u7ecd\u4eba\u6216\u5408\u4f5c\u4f19\u4f34<\/strong>:\u5728\u6b63\u5f0f\u5165\u804c\u4e4b\u524d\uff0c\u5b89\u5168\u5730\u5171\u4eab\u521d\u6b65\u5ba2\u6237\u6570\u636e\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u5982\u4f55\u63d0\u9ad8\u6536\u5165\u548c\u5408\u89c4\u6027<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u66f4\u597d\u7684\u5165\u804c\u6d41\u7a0b\u76f4\u63a5\u5173\u7cfb\u5230\u786c\u6307\u6807\u3002\u62e5\u6709\u4f18\u5316\u5165\u804c\u6d41\u7a0b\u7684\u516c\u53f8\u6536\u5165\u589e\u957f 2.5 \u500d\uff0c\u51c0\u8d44\u4ea7\u6536\u76ca\u7387\u63d0\u5347 28%\uff0c\u5f53\u5b8c\u6210\u65f6\u95f4\u4ece\u5341\u5206\u949f\u7f29\u77ed\u5230\u4e94\u5206\u949f\u4ee5\u4e0b\u65f6\uff0c\u6fc0\u6d3b\u7387\u8dc3\u5347 40%\u3002\u5728\u91d1\u878d\u79d1\u6280\u9886\u57df\uff0c\u5168\u90e8\u5b8c\u6210\u540e\u7684\u7559\u5b58\u7387\u4e3a 82%\uff0c\u800c\u90e8\u5206\u5b8c\u6210\u540e\u7684\u7559\u5b58\u7387\u4e3a 19%\uff1b\u7b80\u5316\u5ba2\u6237\u65c5\u7a0b\u540e\uff0cNPS \u5206\u6570\u53ef\u4ece 42 \u5206\u8dc3\u5347\u81f3 65 \u5206\u3002\u5bf9\u4e8e B2B \u91d1\u878d\u673a\u6784\u800c\u8a00\uff0c\u8fd9\u4e9b\u6210\u679c\u8f6c\u5316\u4e3a\u66f4\u5feb\u7684\u4ef7\u503c\u5b9e\u73b0\u65f6\u95f4\uff0c\u51cf\u5c11\u4e86 \u201c\u7b7e\u7f72\u534f\u8bae \u201d\u540e\u7684\u653e\u5f03\u7387\uff0c\u5e76\u6539\u5584\u4e86\u4ea4\u53c9\u9500\u552e\uff0c22% \u4e0a\u5c97\u540e\u7684\u8ffd\u52a0\u9500\u552e\u7387\u5728\u8868\u73b0\u4f18\u5f02\u8005\u4e2d\u5f88\u5e38\u89c1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u5316\u662f\u8fd9\u4e9b\u6210\u679c\u80cc\u540e\u7684\u5f15\u64ce\u3002\u5c06 KYC \u6570\u636e\u7684\u624b\u52a8\u8f93\u5165\u4ece\u6570\u5929\u7f29\u77ed\u5230\u6570\u5c0f\u65f6\uff0c\u4e0d\u4ec5\u5e26\u6765\u4e86\u4fbf\u5229\uff0c\u8fd8\u964d\u4f4e\u4e86\u5408\u89c4\u6210\u672c\u3002\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u901a\u5e38\u8017\u8d39\u6bcf\u4e2a\u5ba2\u6237 2-4 \u4e2a\u5c0f\u65f6\u7684 RM \u65f6\u95f4\u548c 3-5 \u4e2a\u5c0f\u65f6\u7684\u540e\u53f0\u4eba\u5de5\u5904\u7406\u65f6\u95f4\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=\"6030\">\u6570\u5b57\u5316\u5165\u804c<\/a> \u8fd9\u4e9b\u5e73\u53f0\u5728\u96c6\u4e2d\u6570\u636e\u548c\u8bb0\u5f55\u6bcf\u9879\u53d8\u5316\u7684\u540c\u65f6\uff0c\u8fd8\u80fd\u4e3a\u76d1\u7ba1\u673a\u6784\u5927\u5e45\u538b\u7f29\u6570\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025-2026 \u5e74\uff0c\u76d1\u7ba1\u673a\u6784\u8d8a\u6765\u8d8a\u671f\u5f85\u53ef\u8ffd\u6eaf\u7684\u6570\u5b57\u5316\u6d41\u7a0b\u3002FINMA \u81ea 2016 \u5e74\u8d77\u53d1\u5e03\u7684\u901a\u544a\u5f3a\u8c03\u4e86\u57fa\u4e8e\u98ce\u9669\u7684\u65b9\u6cd5\u548c\u89c6\u9891\u8bc6\u522b\u3002ESMA \u7684 MiFID II \u9002\u5408\u6027\u9884\u671f\u5728 2022 \u5e74\u4e4b\u540e\u5f97\u5230\u52a0\u5f3a\u3002 <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=\"6031\">ESG<\/a> \u8fd9\u4e9b\u4fee\u6b63\u6848\u8981\u6c42\u673a\u6784\u638c\u63e1\u6295\u8d44\u8005\u7684\u504f\u597d\uff0c\u5e76\u8bc1\u660e\u4ea7\u54c1\u7b26\u5408\u5ba2\u6237\u7279\u5f81\u3002FATF \u7684\u5efa\u8bae\u662f\u5168\u7403 KYC\/AML \u4e49\u52a1\u7684\u57fa\u7840\u3002\u4f9d\u8d56\u7535\u5b50\u90ae\u4ef6\u94fe\u548c Word \u6a21\u677f\u7684\u673a\u6784\u4e0d\u4ec5\u9762\u4e34\u6548\u7387\u4f4e\u4e0b\u7684\u98ce\u9669\uff0c\u8fd8\u53ef\u80fd\u88ab\u76d1\u7ba1\u673a\u6784\u53d1\u73b0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u65f6\u4e86\u89e3\u5165\u804c\u9636\u6bb5\uff0c\u5b9e\u73b0\u4e3b\u52a8\u6c9f\u901a\u3002\u53c2\u4e0e\u5206\u6790\u548c\u5ba2\u6237\u8fdb\u5ea6\u8ddf\u8e2a\u63d0\u4f9b\u4e86\u53ef\u64cd\u4f5c\u7684\u6d1e\u5bdf\u529b\uff0c\u4f7f\u56e2\u961f\u80fd\u591f\u76d1\u63a7\u6bcf\u4e2a\u5ba2\u6237\u7684\u65c5\u7a0b\uff0c\u53ca\u65e9\u5e72\u9884\u5e76\u4f18\u5316\u5165\u804c\u5de5\u4f5c\u6d41\u7a0b\u3002\u5f53\u6ce8\u518c\u7ecf\u7406\u53d1\u73b0\u53d7\u76ca\u6240\u6709\u4eba\u7684\u62a4\u7167\u4e22\u5931\u65f6\uff0c\u4ed6\u4eec\u53ef\u4ee5\u5728\u5f53\u5929\u8fdb\u884c\u5e72\u9884\uff0c\u800c\u4e0d\u662f\u5728\u51e0\u5468\u540e\u7684\u5408\u89c4\u5ba1\u67e5\u4e2d\u624d\u53d1\u73b0\u3002\u6309\u9636\u6bb5\u3001\u53f8\u6cd5\u7ba1\u8f96\u533a\u6216\u4ea7\u54c1\u7c7b\u578b\u8ddf\u8e2a\u5165\u804c\u8fdb\u5ea6\u7684\u4eea\u8868\u677f\u4f7f\u7ba1\u7406\u5c42\u80fd\u591f\u53d1\u73b0\u74f6\u9888\uff0c\u5e76\u5728\u5ef6\u8bef\u52a0\u5267\u4e4b\u524d\u91cd\u65b0\u5206\u914d\u8d44\u6e90\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u73b0\u4ee3\u5165\u804c\u57f9\u8bad\u8f6f\u4ef6\u7684\u6210\u679c\u6458\u8981\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u66f4\u9ad8\u7684\u6fc0\u6d3b\u7387\uff0842% \u901a\u8fc7\u65f6\u95f4\u4f18\u5316\u5f97\u5230\u6539\u8fdb\uff09<\/li>\n\n\n\n<li>\u51cf\u5c11\u5408\u89c4\u53d1\u73b0\u548c\u5ba1\u8ba1\u5f02\u5e38<\/li>\n\n\n\n<li>\u6539\u5584 NPS\uff086 \u5206\u949f\u6d41\u91cf\u63d0\u9ad8 22 \u4e2a\u767e\u5206\u70b9\uff09<\/li>\n\n\n\n<li>\u66f4\u53ef\u9884\u6d4b\u7684\u8d44\u4ea7\u7ba1\u7406\u6d41\u5165\u548c\u4ea4\u53c9\u9500\u552e<\/li>\n\n\n\n<li>\u51cf\u5c11\u767b\u8bb0\u5458\u548c\u540e\u53f0\u7684\u4eba\u5de5\u5de5\u4f5c\u91cf<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u73b0\u4ee3\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u7684\u4e3b\u8981\u529f\u80fd<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e76\u975e\u6240\u6709\u5ba2\u6237\u5165\u804c\u5de5\u5177\u90fd\u9002\u7528\u4e8e\u76d1\u7ba1\u884c\u4e1a\u3002\u73b0\u4ee3\u5ba2\u6237\u5165\u804c\u5de5\u5177\u652f\u6301\u5165\u804c\u9879\u76ee\uff0c\u4f7f\u56e2\u961f\u80fd\u591f\u9ad8\u6548\u7ba1\u7406\u591a\u4e2a\u5165\u804c\u9879\u76ee\u3002\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u4fdd\u9669\u516c\u53f8\u9700\u8981\u7684\u5e73\u53f0\u4e0d\u4ec5\u4ec5\u662f\u7b80\u5355\u7684\u8868\u5355\u751f\u6210\u5668\u3002\u672c\u8282\u6982\u8ff0\u4e86\u5fc5\u987b\u5177\u5907\u7684\u529f\u80fd\uff0c\u5e76\u901a\u8fc7\u91d1\u878d\u7528\u4f8b\u5bf9\u6bcf\u9879\u529f\u80fd\u8fdb\u884c\u4e86\u8bf4\u660e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e13\u4e3a\u590d\u6742\u91d1\u878d\u4ea7\u54c1\u5b9a\u5236\u7684\u6570\u5b57\u8868\u683c\u548c\u7535\u5b50\u7b7e\u540d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d7\u76d1\u7ba1\u673a\u6784\u7684\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u5fc5\u987b\u652f\u6301\u6570\u5b57\u8868\u5355\uff0c\u4ee5\u9002\u5e94\u5168\u6743\u59d4\u6258\u3001\u54a8\u8be2\u534f\u8bae\u6216\u4fdd\u9669\u5355\u7b49\u590d\u6742\u4ea7\u54c1\u3002\u8868\u5355\u5e94\u4f7f\u7528\u6761\u4ef6\u903b\u8f91\uff0c\u6839\u636e\u5ba2\u6237\u7c7b\u578b\u3001\u53f8\u6cd5\u7ba1\u8f96\u533a\u6216\u98ce\u9669\u72b6\u51b5\u663e\u793a\u5b57\u6bb5\uff0c\u4ee5\u907f\u514d\u7528\u6237\u4e0d\u77e5\u6240\u63aa\u3002\u4e0e\u7535\u5b50\u7b7e\u540d\u63d0\u4f9b\u5546\uff08\u5982 DocuSign \u6216 Swisscom Sign\uff09\u96c6\u6210\uff0c\u786e\u4fdd\u5408\u540c\u5728\u745e\u58eb ZertES \u6216\u6b27\u76df eIDAS \u4e0b\u5177\u6709\u6cd5\u5f8b\u7ea6\u675f\u529b\u3002\u4f7f\u7528\u6761\u4ef6\u903b\u8f91\u7684\u673a\u6784\u62a5\u544a\u79f0\uff0c\u5b8c\u6210\u6ce8\u518c\u7684\u5ba2\u6237\u6ee1\u610f\u7387\u4e3a 81%\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>KYC \/ KYB \u6570\u636e\u91c7\u96c6\u4e0e\u9a8c\u8bc1<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u83b7\u53d6 \"\u4e86\u89e3\u60a8\u7684\u5ba2\u6237\"\uff08KYC\uff09\u548c <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e9%aa%8c%e8%af%81%e4%bc%81%e4%b8%9a%e6%98%af%e5%90%a6%e5%90%88%e6%b3%95-kyb-%e8%a7%a3%e9%87%8a\/\" target=\"_self\">\u4e86\u89e3\u60a8\u7684\u4f01\u4e1a\uff08KYB<\/a>)\u6570\u636e\u662f\u57fa\u7840\u3002\u73b0\u4ee3\u5e73\u53f0\u901a\u8fc7\u751f\u7269\u8bc6\u522b\uff08\u9762\u90e8\u8bc6\u522b\uff09\u3001\u4e0e World-Check \u7b49\u7b5b\u67e5\u63d0\u4f9b\u5546\u7684 API \u6216\u62a4\u7167\u7684 OCR \u6765\u9a8c\u8bc1\u8eab\u4efd\u3002\u6570\u636e\u53ea\u9700\u91c7\u96c6\u4e00\u6b21\uff0c\u5373\u53ef\u5728\u5404\u79cd\u8868\u683c\u3001\u8eab\u4efd\u8be6\u60c5\u3001\u7eb3\u7a0e\u5c45\u4f4f\u5730\u3001CRS\/FATCA \u7533\u62a5\u3001\u8d44\u91d1\u6765\u6e90\u548c\u6295\u8d44\u76ee\u6807\u4e2d\u91cd\u590d\u4f7f\u7528\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u98ce\u9669\u8bc4\u5206\u548c\u5408\u89c4\u89c4\u5219\u5f15\u64ce<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u98ce\u9669\u5f15\u64ce\u5e94\u7528\u57fa\u4e8e\u89c4\u5219\u6216\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u6a21\u578b\u6765\u6807\u8bb0\u653f\u6cbb\u516c\u4f17\u4eba\u7269 (PEP)\u3001\u5236\u88c1\u5339\u914d\u6216\u9ad8\u98ce\u9669\u8f96\u533a\u3002\u5728\u8f93\u5165\u65b0\u6570\u636e\u65f6\uff0c\u8fd9\u4e9b\u5f15\u64ce\u4f1a\u5bf9\u5ba2\u6237\u8fdb\u884c\u52a8\u6001\u8bc4\u5206\uff0c\u4f7f\u5408\u89c4\u56e2\u961f\u80fd\u591f\u5c06\u6ce8\u610f\u529b\u96c6\u4e2d\u5728\u91cd\u8981\u7684\u5730\u65b9\u3002\u53ef\u914d\u7f6e\u7684\u89c4\u5219\u53ef\u9002\u5e94\u745e\u58eb\u3001\u6b27\u76df\u548c\u4e2d\u4e1c\u5730\u533a\u7684\u6cd5\u89c4\uff0c\u65e0\u9700 IT \u5e72\u9884\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u548c\u4efb\u52a1\u8def\u7531<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u5de5\u4f5c\u6d41\u4f1a\u81ea\u52a8\u53d1\u9001\u4efb\u52a1\u3001RM \u5ba1\u6838\u3001\u5408\u89c4\u5ba1\u6279\u3001\u64cd\u4f5c\u68c0\u67e5\uff0c\u5e76\u9488\u5bf9\u903e\u671f\u9879\u76ee\u5236\u5b9a\u5347\u7ea7\u89c4\u5219\u3002\u5de5\u4f5c\u6d41\u81ea\u52a8\u5316\u652f\u6301\u590d\u6742\u7684\u5de5\u4f5c\u6d41\uff0c\u4f7f\u56e2\u961f\u80fd\u591f\u5728\u6574\u4e2a\u5165\u804c\u6d41\u7a0b\u4e2d\u9ad8\u6548\u7ba1\u7406\u9879\u76ee\u3002\u4efb\u52a1\u7ba1\u7406\u529f\u80fd\u53ef\u786e\u4fdd\u4e0d\u9057\u6f0f\u4efb\u4f55\u6b65\u9aa4\uff0c\u800c\u57fa\u4e8e\u89d2\u8272\u7684\u5206\u914d\u5219\u610f\u5473\u7740\u7531\u5408\u9002\u7684\u4eba\u5458\u5904\u7406\u6bcf\u9879\u64cd\u4f5c\u3002\u81ea\u52a8\u5de5\u4f5c\u6d41\u6d88\u9664\u4e86\u7b7e\u7ea6\u540e\u5ba2\u6237\u7ecf\u5e38\u611f\u5230\u88ab\u9057\u5fd8\u7684 \u201c\u9ed1\u6d1e \u201d\u671f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e26\u5ba1\u8ba1\u8ddf\u8e2a\u7684\u6587\u4ef6\u548c\u5408\u540c\u7ba1\u7406<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u6863\u7ba1\u7406\u53ef\u786e\u4fdd\u6240\u6709\u5165\u804c\u6750\u6599\u7684\u7248\u672c\u63a7\u5236\u3001\u5b89\u5168\u5b58\u50a8\u548c\u68c0\u7d22\u3002\u6bcf\u6b21\u4e0a\u4f20\u3001\u7f16\u8f91\u6216\u6279\u51c6\u90fd\u4f1a\u8bb0\u5f55\u65f6\u95f4\u6233\u548c\u7528\u6237 ID\uff0c\u4e3a\u76d1\u7ba1\u673a\u6784\u5efa\u7acb\u4e0d\u53ef\u66f4\u6539\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u3002\u8fd9\u5bf9\u4e8e FINMA \u68c0\u67e5\u3001MiFID II \u9002\u5f53\u6027\u8bc1\u660e\u548c\u5185\u90e8\u5ba1\u8ba1\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5206\u6790\u4e0e\u5165\u804c\u4eea\u8868\u677f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5206\u6790\u5de5\u5177\u53ef\u663e\u793a\u5b8c\u6210\u65f6\u95f4\u3001\u62d2\u7edd\u7387\u548c\u95e8\u6237\u767b\u5f55\u7edf\u8ba1\u6570\u636e\u7b49\u6307\u6807\u3002\u901a\u8fc7\u4f7f\u7528\u5206\u6790\u5de5\u5177\u8ddf\u8e2a\u7528\u6237\u4ea4\u4e92\u5e76\u5206\u6790\u7528\u6237\u884c\u4e3a\uff0c\u5165\u804c\u56e2\u961f\u53ef\u4ee5\u66f4\u6df1\u5165\u5730\u4e86\u89e3\u7528\u6237\u5982\u4f55\u4e0e\u5165\u804c\u6d41\u8fdb\u884c\u4ea4\u4e92\u3002\u901a\u8fc7\u6574\u5408\u4ea7\u54c1\u5206\u6790\u5de5\u5177\uff0c\u4f01\u4e1a\u80fd\u591f\u8bc6\u522b\u53c2\u4e0e\u6a21\u5f0f\u3001\u6fc0\u6d3b\u4e8b\u4ef6\uff0c\u5e76\u6839\u636e\u7528\u6237\u4e0e\u5e73\u53f0\u7684\u4ea4\u4e92\u65b9\u5f0f\u6301\u7eed\u4f18\u5316\u5165\u804c\u4f53\u9a8c\u3002\u4eea\u8868\u677f\u53ef\u5e2e\u52a9\u5165\u804c\u56e2\u961f\u53d1\u73b0\u5ba2\u6237\u5728\u54ea\u4e9b\u5730\u65b9\u5361\u4f4f\u4e86\uff0c18% \u5728\u94f6\u884c\u5e94\u7528\u7a0b\u5e8f\u4e2d\uff0c\u6bcf\u989d\u5916\u4e00\u5206\u949f\u7684\u6389\u7ebf\u65f6\u95f4\u5e73\u5747\u4e3a 11.4 \u5206\u949f\u3002\u8fd9\u4e9b\u6d1e\u5bdf\u529b\u63a8\u52a8\u4e86\u6d41\u7a0b\u6539\u8fdb\u548c\u8d44\u6e90\u5206\u914d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e0e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u96c6\u6210<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0e CRM \u96c6\u6210\u3001, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/2025-%e5%b9%b4%e6%9c%80%e9%80%82%e5%90%88%e8%81%aa%e6%98%8e%e6%8a%95%e8%b5%84%e8%80%85%e7%9a%84-6-%e6%ac%be%e5%85%8d%e8%b4%b9%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88%e7%ae%a1%e7%90%86%e8%bd%af%e4%bb%b6\/\" target=\"_self\">\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf<\/a> (PMS) \u548c\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u6d88\u9664\u4e86\u6570\u636e\u5b64\u5c9b\u3002InvestGlass \u53ef\u4e0e\u73b0\u6709\u5de5\u5177\u548c\u7b2c\u4e09\u65b9\u5de5\u5177\u65e0\u7f1d\u96c6\u6210\uff0c\u4f7f\u91d1\u878d\u673a\u6784\u80fd\u591f\u7b80\u5316\u5165\u804c\u5de5\u4f5c\u6d41\u7a0b\uff0c\u63d0\u9ad8\u6574\u4f53\u6548\u7387\u3002\u5165\u804c\u5b8c\u6210\u540e\uff0c\u5ba2\u6237\u8d44\u6599\u5c06\u76f4\u63a5\u8f93\u5165\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7ba1\u9053\u3001\u6295\u8d44\u7ec4\u5408\u7ed3\u6784\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=\"6032\">\u5e02\u573a\u8425\u9500<\/a> \u6bb5\u3002\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u548c\u8fde\u63a5\u5668\u53ef\u786e\u4fdd\u6570\u636e\u6d41\u987a\u7545\uff0c\u65e0\u9700\u624b\u52a8\u91cd\u65b0\u8f93\u5165\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\"><strong>\u9762\u5411\u5ba2\u6237\u7684\u95e8\u6237\u7f51\u7ad9\u6216\u534f\u4f5c\u5de5\u4f5c\u7a7a\u95f4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5165\u804c\u95e8\u6237\u7f51\u7ad9\u63d0\u4f9b\u4e86\u4e00\u4e2a\u54c1\u724c\u5316\u7684\u5b89\u5168\u7a7a\u95f4\uff0c\u5ba2\u6237\u53ef\u4ee5\u5728\u6b64\u4e0a\u4f20\u6587\u6863\u3001\u5ba1\u67e5\u534f\u8bae\u5e76\u8fdb\u884c\u6570\u5b57\u7b7e\u540d\u3002\u901a\u8fc7\u5229\u7528\u5ba2\u6237\u5de5\u4f5c\u7a7a\u95f4\u548c\u65e0\u4ee3\u7801\u5ba2\u6237\u95e8\u6237\uff0c\u56e2\u961f\u53ef\u4ee5\u521b\u5efa\u53ef\u5b9a\u5236\u7684\u534f\u4f5c\u73af\u5883\uff0c\u4ece\u800c\u7b80\u5316\u5165\u804c\u6d41\u7a0b\u3001\u89c4\u8303\u5de5\u4f5c\u6d41\u7a0b\u5e76\u6539\u5584\u6c9f\u901a\u3002\u8fd9\u4e9b\u95e8\u6237\u7f51\u7ad9\u63d0\u4f9b\u4e86\u5165\u804c\u8fdb\u5ea6\u3001\u6838\u5bf9\u8868\u3001\u4efb\u52a1\u548c\u4e0b\u4e00\u6b65\u9aa4\u7684\u53ef\u89c6\u6027\uff0c\u51cf\u5c11\u4e86\u7535\u5b50\u90ae\u4ef6\u5f80\u6765\u5e76\u52a0\u5feb\u4e86\u5b8c\u6210\u901f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u60c5\u666f\uff1a\u8de8\u5883\u6b27\u76df\u5ba2\u6237\u5165\u9a7b\u745e\u58eb\u94f6\u884c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u5bb6\u6cd5\u56fd\u5bb6\u65cf\u529e\u516c\u5ba4\u5bf9\u82cf\u9ece\u4e16\u4e00\u5bb6\u79c1\u4eba\u94f6\u884c\u7684\u5168\u6743\u59d4\u6258\u8868\u793a\u611f\u5174\u8da3\u3002\u7687\u5bb6\u94f6\u884c\u5411\u5176\u53d1\u9001\u4e86\u4e00\u4efd <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e4%b8%ba%e6%82%a8%e7%9a%84%e4%bc%81%e4%b8%9a%e4%bd%bf%e7%94%a8%e5%ae%89%e5%85%a8%e5%ae%a2%e6%88%b7%e9%97%a8%e6%88%b7%e7%bd%91%e7%ab%99%e7%9a%84%e6%9c%80%e5%a4%a7%e5%a5%bd%e5%a4%84\/\" target=\"_self\">\u5b89\u5168\u95e8\u6237<\/a> \u94fe\u63a5\u3002\u5ba2\u6237\u4e0a\u4f20\u62a4\u7167\uff0c\u6709\u6761\u4ef6\u7684\u8868\u683c\u663e\u793a\u6839\u636e\u7533\u62a5\u7684\u7a0e\u52a1\u5c45\u4f4f\u5730\u8fdb\u884c\u7684 CRS\/FATCA \u7533\u62a5\u3002\u5236\u88c1\u7b5b\u67e5\u901a\u8fc7\u96c6\u6210\u4f9b\u5e94\u5546\u81ea\u52a8\u8fdb\u884c\u3002\u6839\u636e MiFID II \u7684\u8981\u6c42\uff0c\u9002\u5f53\u6027\u6d4b\u9a8c\u53ef\u6355\u6349 ESG \u504f\u597d\u3002\u5ba2\u6237\u4ee5\u7535\u5b50\u65b9\u5f0f\u7b7e\u7f72\u59d4\u6258\u4e66\uff0c\u6295\u8d44\u7ec4\u5408\u8bbe\u7f6e\u5f00\u59cb\uff0c\u603b\u8017\u65f6\u4e3a 5 \u5929\uff0c\u800c\u4eba\u5de5\u6d41\u7a0b\u5219\u9700\u8981 15 \u5929\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u76d1\u7ba1\u673a\u6784\u4e3a\u4f55\u9700\u8981\u4e13\u95e8\u7684\u5165\u804c\u8f6f\u4ef6<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d7\u76d1\u7ba1\u673a\u6784\u9762\u4e34\u7684\u5165\u804c\u6311\u6218\u662f\u4e00\u822c SaaS \u6216\u7535\u5b50\u5546\u52a1\u5de5\u5177\u65e0\u6cd5\u89e3\u51b3\u7684\u3002\u8003\u8651\u5230\u5bb6\u65cf\u529e\u516c\u5ba4\u4e2d\u591a\u8fbe\u4e94\u5c42\u6216\u66f4\u591a\u5c42\u6b21\u7684\u53d7\u76ca\u6240\u6709\u6743\u89e3\u5bc6\u5de5\u4f5c\u7684\u590d\u6742\u6027\uff0c\u6216\u5bf9\u73b0\u6709\u7528\u6237\u8fdb\u884c\u5e74\u5ea6 KYC \u66f4\u65b0\u7684\u5fc5\u8981\u6027\u3002MiFID II \u9002\u5408\u6027\u8981\u6c42\u5c06\u4ea7\u54c1\u4e0e\u5ba2\u6237\u6863\u6848\u6302\u94a9\uff0c\u800c\u6c38\u4e45\u5236\u88c1\u7b5b\u9009\u5fc5\u987b\u9002\u5e94\u5730\u7f18\u653f\u6cbb\u7684\u53d8\u5316\u3002\u8fd9\u4e9b\u90fd\u4e0d\u662f\u8fb9\u7f18\u6848\u4f8b\uff0c\u800c\u662f\u5408\u89c4\u548c\u5165\u804c\u56e2\u961f\u7684\u65e5\u5e38\u73b0\u5b9e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u52a8\u65b9\u6cd5\u4f1a\u653e\u5927\u98ce\u9669\u3002\u5728 2022 \u5e74\u81f3 2024 \u5e74\u671f\u95f4\uff0c\u91d1\u878d\u673a\u6784\u7684\u5ba1\u8ba1\u7ed3\u679c\u663e\u793a\uff0c\u7535\u5b50\u8868\u683c\u9519\u8bef\u5bfc\u81f4\u7f5a\u6b3e\uff0c\u7248\u672c\u63a7\u5236\u95ee\u9898\u5bfc\u81f4\u5ba1\u6279\u5ef6\u8fdf\uff0c\u800c\u4e14\u65e0\u6cd5\u96c6\u4e2d\u67e5\u770b\u5165\u804c\u72b6\u6001\uff0c\u8fd9\u4f7f\u5f97\u516c\u53f8\u5728\u8fdb\u5165\u65b0\u5e02\u573a\u6216\u6269\u5927\u5ba2\u6237\u7fa4\u65f6\u51e0\u4e4e\u65e0\u6cd5\u6269\u5927\u89c4\u6a21\u3002\u57fa\u4e8e\u7535\u5b50\u90ae\u4ef6\u7684\u5165\u804c\u6d41\u7a0b\u4f1a\u9020\u6210\u6f0f\u6d1e\uff1a\u6587\u4ef6\u4e22\u5931\u3001\u6b65\u9aa4\u9057\u6f0f\uff0c\u6574\u4e2a\u5ba2\u6237\u65c5\u7a0b\u5bf9\u7ba1\u7406\u5c42\u800c\u8a00\u53d8\u5f97\u4e0d\u900f\u660e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e13\u95e8\u7684\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u5c06\u5ba2\u6237\u6570\u636e\u96c6\u4e2d\u5230 \u201c\u9ec4\u91d1\u8bb0\u5f55 \u201d\u4e2d\uff0c\u7ba1\u7406 PEP \u548c\u5236\u88c1\u68c0\u67e5\uff0c\u5e76\u4e3a\u76d1\u7ba1\u673a\u6784\u8bb0\u5f55\u6bcf\u4e00\u9879\u53d8\u66f4\u3002\u9488\u5bf9\u7279\u5b9a\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u903b\u8f91\u53ef\u786e\u4fdd\u5c06\u745e\u58eb DLT \u89c4\u5219\u3001\u6b27\u76df DORA \u5f39\u6027\u8981\u6c42\u6216\u4e2d\u4e1c\u548c\u5317\u975e\u5730\u533a\u7684\u76d1\u7ba1\u671f\u671b\u7eb3\u5165\u5165\u804c\u6d41\u7a0b\u3002\u5408\u89c4\u5b98\u5458\u53ef\u4ee5\u914d\u7f6e\u5ba1\u6279\u5de5\u4f5c\u6d41\u3001\u8fd0\u884c\u5916\u90e8\u7b5b\u9009\u3001\u6279\u51c6\u6216\u62d2\u7edd\u5ba2\u6237\uff0c\u6240\u6709\u8fd9\u4e9b\u90fd\u6709\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\uff0c\u4f9b FINMA\u3001ESMA \u6216\u5185\u90e8\u5ba1\u8ba1\u4f7f\u7528\u3002\u901a\u8fc7\u5229\u7528\u5ba2\u6237\u5165\u804c\u5de5\u5177\u76d1\u63a7\u5165\u804c\u671f\u95f4\u7684\u5ba2\u6237\u5065\u5eb7\u72b6\u51b5\uff0c\u673a\u6784\u53ef\u4ee5\u5b9e\u65f6\u8ddf\u8e2a\u53c2\u4e0e\u5ea6\u548c\u6ee1\u610f\u5ea6\uff0c\u4ee5\u4fbf\u53ca\u65e9\u5e72\u9884\u89e3\u51b3\u95ee\u9898\uff0c\u5e76\u663e\u8457\u63d0\u9ad8\u5ba2\u6237\u4fdd\u7559\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u7279\u5b9a\u53f8\u6cd5\u7ba1\u8f96\u533a\u903b\u8f91\u7684\u9700\u6c42\u600e\u4e48\u5f3a\u8c03\u90fd\u4e0d\u4e3a\u8fc7\u3002\u6765\u81ea\u963f\u8054\u914b\u7684\u5ba2\u6237\u4e0e\u6765\u81ea\u5fb7\u56fd\u6216\u65b0\u52a0\u5761\u7684\u5ba2\u6237\u6709\u4e0d\u540c\u7684\u62ab\u9732\u8981\u6c42\u3002\u8de8\u5883\u8425\u9500\u89c4\u5219\u53c8\u589e\u52a0\u4e86\u4e00\u5c42\u3002\u5f00\u7bb1\u5373\u7528\u6216\u65e0\u9700\u4ee3\u7801\u914d\u7f6e\u5373\u53ef\u652f\u6301\u8fd9\u4e9b\u5dee\u5f02\u7684\u8f6f\u4ef6\uff0c\u53ef\u907f\u514d\u6602\u8d35\u7684\u4eba\u5de5\u53d8\u901a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e0d\u5b9e\u73b0\u5165\u804c\u73b0\u4ee3\u5316\u7684\u98ce\u9669\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5165\u804c\u65f6\u95f4\u5ef6\u8fdf 4-6 \u5468\uff0c\u5728\u6b64\u671f\u95f4\u5ba2\u6237\u53ef\u80fd\u4f1a\u5931\u53bb\u4fe1\u5fc3\u6216\u9009\u62e9\u7ade\u4e89\u5bf9\u624b<\/li>\n\n\n\n<li>\u4efb\u52a1\u635f\u5931\u548c\u6536\u5165\u6d41\u5931<\/li>\n\n\n\n<li>\u76d1\u7ba1\u7f5a\u6b3e\uff08\u4f8b\u5982\uff0c\u6839\u636e\u300a\u53cd\u6d17\u94b1\u6cd5\u300b6 \u5bf9\u53cd\u6d17\u94b1\u5931\u8bef\u5904\u4ee5\u6570\u767e\u4e07\u6b27\u5143\u7684\u7f5a\u6b3e\uff09<\/li>\n\n\n\n<li>\u5ba2\u6237\u7684\u8d1f\u9762\u53e3\u7891\u548c\u58f0\u8a89\u53d7\u635f<\/li>\n\n\n\n<li>\u5ba1\u8ba1\u7ed3\u679c\u548c\u76d1\u7ba1\u4eba\u5458\u7684\u66f4\u4e25\u683c\u5ba1\u67e5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u5ba2\u6237\u5165\u804c\uff1a\u745e\u58eb\u4e3b\u6743\u65b9\u6cd5<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e00\u5bb6\u745e\u58eb\u6258\u7ba1\uff08\u6216 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e9%a1%b6%e7%ba%a7%e9%a2%84%e7%bd%ae%e5%bc%8f-crm-%e8%bd%af%e4%bb%b6%e5%8a%9f%e8%83%bd-%e4%bc%98%e7%82%b9-%e7%bc%ba%e7%82%b9\/\" target=\"_self\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a> InvestGlass \u662f\u4e13\u4e3a\u91d1\u878d\u673a\u6784\u6253\u9020\u7684\u5ba2\u6237\u670d\u52a1\u548c\u5165\u804c\u5e73\u53f0\u3002\u4f5c\u4e3a\u4e00\u4e2a\u5168\u9762\u7684\u5ba2\u6237\u6210\u529f\u5e73\u53f0\uff0cInvestGlass \u6574\u5408\u4e86\u5165\u804c\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\uff0c\u4ee5\u652f\u6301\u65e0\u7f1d\u7684\u5ba2\u6237\u65c5\u7a0b\u548c\u957f\u671f\u6210\u529f\u3002InvestGlass \u4e8e 2010 \u5e74\u4ee3\u4e2d\u671f\u63a8\u51fa\uff0c\u5e76\u6301\u7eed\u66f4\u65b0\u81f3 2025 \u5e74\uff0c\u5b83\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6570\u5b57\u5165\u804c\u548c KYC\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u4ee5\u53ca\u8425\u9500\u81ea\u52a8\u5316\u6574\u5408\u5230\u4e00\u4e2a\u5e73\u53f0\u4e2d\u3002\u8fd9\u79cd\u4e00\u4f53\u5316\u65b9\u6cd5\u6d88\u9664\u4e86\u56f0\u6270\u4f7f\u7528\u70b9\u89e3\u51b3\u65b9\u6848\u7684\u673a\u6784\u7684\u6570\u636e\u5b64\u5c9b\u548c\u96c6\u6210\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u6570\u636e\u4e3b\u6743\u662f InvestGlass \u5b9a\u4f4d\u7684\u6838\u5fc3\u3002\u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u6258\u7ba1\u6570\u636e\u4e0d\u53d7\u7f8e\u56fd\u300a\u4e91\u8ba1\u7b97\u6cd5\u6848\u300b\u7684\u5f71\u54cd\uff0c\u8fd9\u5f15\u8d77\u4e86\u6b27\u76df\u3001\u4e2d\u4e1c\u548c\u4e9a\u592a\u5730\u533a\u673a\u6784\u7684\u5171\u9e23\uff0c\u8fd9\u4e9b\u673a\u6784\u5e0c\u671b\u4fdd\u62a4\u5ba2\u6237\u6570\u636e\uff0c\u907f\u514d\u4e0d\u5fc5\u8981\u7684\u6570\u636e\u4f20\u8f93\u3002\u5bf9\u4e8e\u9700\u8981\u5185\u90e8\u90e8\u7f72\u7684\u516c\u53f8\uff0cInvestGlass \u4e5f\u652f\u6301\u8fd9\u79cd\u6a21\u5f0f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u5185\u74e6\u4e00\u5bb6\u79c1\u4eba\u94f6\u884c\u90e8\u7f72 InvestGlass \u540e\uff0c\u5165\u804c\u65f6\u95f4\u4ece 15 \u4e2a\u5de5\u4f5c\u65e5\u7f29\u77ed\u81f3 5 \u4e2a\u5de5\u4f5c\u65e5\u3002\u4e00\u5bb6 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e9%80%89%e6%8b%a9%e5%a4%96%e9%83%a8%e8%b5%84%e4%ba%a7%e7%ae%a1%e7%90%86%e5%85%ac%e5%8f%b8%e7%9a%84%e7%a7%98%e8%af%80\/\" target=\"_self\">\u72ec\u7acb\u8d44\u4ea7\u7ba1\u7406\u4eba<\/a> \u901a\u8fc7\u4f7f\u7528\u7edf\u4e00\u7684\u5165\u804c\u5e73\u53f0\u53d6\u4ee3\u96f6\u6563\u7684\u7535\u5b50\u90ae\u4ef6\u548c\u7535\u5b50\u8868\u683c\u6d41\u7a0b\uff0c\u8fea\u62dc\u7684 KYC \u8d28\u91cf\u548c\u5ba2\u6237\u6ee1\u610f\u5ea6\u5f97\u5230\u4e86\u63d0\u9ad8\u3002\u8fd9\u4e9b\u90fd\u662f InvestGlass \u4e3a\u673a\u6784\u63d0\u4f9b\u7684\u4ece\u4eba\u5de5\u5230\u6570\u5b57\u5165\u804c\u670d\u52a1\u7684\u5178\u578b\u6210\u679c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5e76\u975e\u9002\u7528\u4e8e\u91d1\u878d\u4e1a\u7684\u901a\u7528 CRM\u3002\u5b83\u4e13\u4e3a\u53d7\u76d1\u7ba1\u7684 B2B \u91d1\u878d\u670d\u52a1\u3001\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u3001\u623f\u5730\u4ea7\u548c\u516c\u5171\u90e8\u95e8\u800c\u8bbe\u8ba1\u3002\u4ece\u667a\u80fd\u8868\u5355\u5230\u5408\u89c4\u5de5\u4f5c\u6d41\uff0c\u6bcf\u4e00\u9879\u529f\u80fd\u90fd\u53cd\u6620\u4e86\u6839\u636e FINMA\u3001MiFID II\u3001FATF \u548c\u5f53\u5730\u6570\u636e\u4fdd\u62a4\u6cd5\u5f00\u5c55\u4e1a\u52a1\u7684\u73b0\u5b9e\u60c5\u51b5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u7684\u6570\u5b57\u5316\u5165\u804c\u548c KYC \u5de5\u4f5c\u6d41\u7a0b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u7ecf\u7406\u6216\u6f5c\u5728\u5ba2\u6237\u53ef\u901a\u8fc7\u5b89\u5168\u94fe\u63a5\u3001\u7f51\u7ad9\u5c0f\u90e8\u4ef6\u6216\u5d4c\u5165\u5f0f\u8868\u5355\u5f00\u59cb\u6570\u5b57\u5165\u804c\u65c5\u7a0b\u3002InvestGlass \u901a\u8fc7\u63d0\u4f9b\u76f4\u89c2\u3001\u9ad8\u6548\u7684\u6d41\u7a0b\uff0c\u63d0\u9ad8\u53c2\u4e0e\u5ea6\u548c\u6613\u7528\u6027\uff0c\u5e2e\u52a9\u5ba2\u6237\u548c\u5173\u7cfb\u7ecf\u7406\u7b80\u5316\u5165\u804c\u6d41\u7a0b\u3002\u8be5\u6d41\u7a0b\u8bbe\u8ba1\u7075\u6d3b\uff1a\u65e0\u8bba\u5ba2\u6237\u662f\u7531\u5916\u90e8\u4ecb\u7ecd\u4eba\u8f6c\u4ecb\u3001\u54cd\u5e94\u8425\u9500\u6d3b\u52a8\u8fd8\u662f\u8d70\u8fdb\u5206\u884c\uff0c\u53ea\u9700\u70b9\u51fb\u51e0\u4e0b\u5373\u53ef\u542f\u52a8\u76f8\u540c\u7684\u6a21\u677f\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u667a\u80fd\u8868\u5355\u4f7f\u7528\u6761\u4ef6\u903b\u8f91\u6765\u9002\u5e94\u4ea7\u54c1\u3001\u53f8\u6cd5\u7ba1\u8f96\u533a\u548c\u98ce\u9669\u72b6\u51b5\u3002\u591a\u8bed\u8a00\u652f\u6301\uff08\u82f1\u8bed\u3001\u6cd5\u8bed\u3001\u5fb7\u8bed\u3001\u610f\u5927\u5229\u8bed\uff09\u662f\u6807\u51c6\u8bed\u8a00\uff0c\u53cd\u6620\u4e86\u745e\u58eb\u548c\u6b27\u6d32\u8bed\u8a00\u7684\u591a\u6837\u6027\u3002\u8868\u5355\u6839\u636e\u4e4b\u524d\u7684\u7b54\u6848\u52a8\u6001\u663e\u793a\u6216\u9690\u85cf\u5b57\u6bb5\uff0c\u786e\u4fdd\u5ba2\u6237\u4e0d\u4f1a\u4e0d\u77e5\u6240\u63aa\uff0c\u4e5f\u4e0d\u4f1a\u9057\u6f0f\u5408\u89c4\u8981\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\/KYB \u4fe1\u606f\u53ea\u9700\u91c7\u96c6\u4e00\u6b21\u5373\u53ef\u91cd\u590d\u4f7f\u7528\uff1a\u8eab\u4efd\u8be6\u60c5\u3001\u7eb3\u7a0e\u5c45\u4f4f\u5730\u3001CRS\/FATCA \u58f0\u660e\u3001\u8d44\u91d1\u6765\u6e90\u3001\u6295\u8d44\u76ee\u6807\u548c ESG \u504f\u597d\uff08MiFID II \u7684 2022 ESG \u4fee\u8ba2\u6848\u8981\u6c42\uff09\u3002\u8fd9\u6d88\u9664\u4e86\u91cd\u590d\u6570\u636e\u8f93\u5165\uff0c\u51cf\u5c11\u4e86\u9519\u8bef\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u5b98\u5458\u4f7f\u7528\u53ef\u914d\u7f6e\u7684\u5ba1\u6279\u5de5\u4f5c\u6d41\u6765\u68c0\u67e5\u6587\u6863\uff0c\u901a\u8fc7\u96c6\u6210\u7b5b\u9009\u63d0\u4f9b\u5546\u8fdb\u884c\u5916\u90e8\u68c0\u67e5\uff0c\u4ee5\u53ca\u6279\u51c6\u6216\u62d2\u7edd\u5ba2\u6237\u3002\u4efb\u52a1\u8def\u7531\u53ef\u786e\u4fdd\u7531\u5408\u9002\u7684\u4eba\u5458\u5904\u7406\u6bcf\u4e2a\u6b65\u9aa4\uff0c\u5e76\u5bf9\u903e\u671f\u9879\u76ee\u5236\u5b9a\u5347\u7ea7\u89c4\u5219\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u6709\u64cd\u4f5c\u5747\u8bb0\u5f55\u6709\u65f6\u95f4\u6233\u548c\u7528\u6237 ID\uff0c\u53ef\u4e3a FINMA\u3001ESMA \u6216\u5185\u90e8\u5ba1\u8ba1\u5ba1\u67e5\u5efa\u7acb\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u3002\u8fd9\u79cd\u53ef\u8ffd\u6eaf\u6027\u5bf9\u4e8e\u5728\u68c0\u67e5\u8fc7\u7a0b\u4e2d\u8bc1\u660e\u5408\u89c4\u6027\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"594\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-1024x594.png\" alt=\"\" class=\"wp-image-50250\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-1024x594.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-300x174.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-768x445.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/05\/InvestGlass-Pipeline-4.png 1237w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u95e8\u6237\u548c\u534f\u4f5c\u5de5\u4f5c\u7a7a\u95f4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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class=\"wp-block-paragraph\">\u767d\u6807\u4f53\u9a8c\u652f\u6301\u81ea\u5b9a\u4e49\u57df\u540d\u3001\u94f6\u884c\u6216\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u54c1\u724c\u4ee5\u53ca\u9488\u5bf9\u56fd\u9645\u5ba2\u6237\u7684\u591a\u8bed\u8a00\u5185\u5bb9\u3002\u5ba2\u6237\u53ef\u4ee5\u5728\u5165\u804c\u540e\u7ee7\u7eed\u4f7f\u7528\u95e8\u6237\u7f51\u7ad9\uff0c\u67e5\u770b\u62a5\u544a\u3001\u6295\u8d44\u7ec4\u5408\u89c6\u56fe\u548c\u5b89\u5168\u4fe1\u606f\uff0c\u5c06\u5165\u804c\u53d8\u6210\u957f\u671f\u6570\u5b57\u5173\u7cfb\u7684\u5f00\u59cb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u573a\u666f<\/strong> \u5bb6\u65cf\u529e\u516c\u5ba4\u5ba2\u6237\u5728\u7b2c\u4e00\u5929\u5c31\u4f1a\u6536\u5230\u4e00\u4e2a\u4e2a\u6027\u5316\u7684\u5165\u804c\u95e8\u6237\u94fe\u63a5\u3002\u4ed6\u4eec\u53ef\u4ee5\u901a\u8fc7\u7b14\u8bb0\u672c\u7535\u8111\u4e0a\u4f20\u62a4\u7167\u3001\u586b\u5199\u9002\u5408\u6027\u95ee\u5377\u5e76\u7b7e\u7f72\u534f\u8bae\u3002RM\u5b9e\u65f6\u76d1\u63a7\u8fdb\u5c55\u60c5\u51b5\uff0c\u5e76\u5728\u7f3a\u5c11\u6587\u4ef6\u65f6\u901a\u8fc7\u5b89\u5168\u4fe1\u606f\u8fdb\u884c\u8054\u7cfb\u3002\u8d26\u6237\u5728\u4e00\u5468\u5185\u5373\u53ef\u5b8c\u5168\u6295\u5165\u4f7f\u7528\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u96c6\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u8425\u9500\u81ea\u52a8\u5316\u4e8e\u4e00\u8eab<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0e\u70b9\u5f0f\u89e3\u51b3\u65b9\u6848\u4e0d\u540c\uff0cInvestGlass \u63d0\u4f9b\u672c\u5730\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3002\u8fd9\u6d88\u9664\u4e86\u5165\u804c\u548c\u6301\u7eed\u5173\u7cfb\u7ba1\u7406\u4e4b\u95f4\u7684\u6570\u636e\u5b64\u5c9b\u3002\u4e00\u65e6\u5165\u804c\u5b8c\u6210\uff0c\u5ba2\u6237\u6570\u636e\u5c31\u4f1a\u81ea\u52a8\u8f93\u5165\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6863\u6848\u548c\u7ba1\u9053<\/strong>:\u9500\u552e\u548c\u6ce8\u518c\u4eba\u5458\u53ef\u67e5\u770b\u4ece\u9996\u6b21\u8054\u7cfb\u5230\u5165\u804c\u7684\u5b8c\u6574\u5386\u53f2\u8bb0\u5f55\u3002.<\/li>\n\n\n\n<li><strong>\u6295\u8d44\u7ec4\u5408\/\u8d26\u6237\u7ed3\u6784<\/strong>:\u6295\u8d44\u4efb\u52a1\u3001\u98ce\u9669\u72b6\u51b5\u548c\u4ea7\u54c1\u6301\u6709\u91cf\u5df2\u9884\u5148\u586b\u5165\u3002.<\/li>\n\n\n\n<li><strong>\u8425\u9500\u7ec6\u5206<\/strong>:\u4ee5\u7279\u5b9a\u504f\u597d\u5165\u804c\u7684\u5ba2\u6237\uff08\u5982 2025 \u5e74\u4ee5\u73af\u5883\u3001\u793e\u4f1a\u548c\u516c\u53f8\u6cbb\u7406\u4e3a\u5bfc\u5411\u7684\u6295\u8d44\u8005\uff09\u4f1a\u88ab\u6807\u8bb0\uff0c\u4ee5\u4fbf\u5f00\u5c55\u6709\u9488\u5bf9\u6027\u7684\u8425\u9500\u6d3b\u52a8\uff0c\u800c\u7528\u6237\u7ec6\u5206\u5219\u53ef\u6839\u636e\u5ba2\u6237\u6570\u636e\u548c\u884c\u4e3a\uff0c\u5b9e\u73b0\u66f4\u52a0\u4e2a\u6027\u5316\u7684\u5165\u804c\u548c\u6709\u9488\u5bf9\u6027\u7684\u8425\u9500\u6d3b\u52a8\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ef\u6839\u636e\u5165\u804c\u9636\u6bb5\u6216\u9002\u5408\u6027\u8d44\u6599\u89e6\u53d1\u81ea\u52a8\u5e8f\u5217\u3001\u7535\u5b50\u90ae\u4ef6\u548c\u95e8\u6237\u901a\u77e5\uff0c\u540c\u65f6\u9075\u5b88\u5408\u89c4\u9650\u5236\u3002\u901a\u8fc7 360 \u5ea6\u5168\u65b9\u4f4d\u4e86\u89e3\u5ba2\u6237\u60c5\u51b5\uff0c\u53ef\u51cf\u5c11\u91cd\u590d\u8f93\u5165\u548c\u9519\u8bef\uff0c\u8ba9\u6ce8\u518c\u4eba\u5458\u53d7\u76ca\u532a\u6d45\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4ece\u7535\u5b50\u8868\u683c\u5230\u6807\u51c6\u5316\u3001\u53ef\u91cd\u590d\u7684\u5165\u804c\u65c5\u7a0b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2019-2022 \u5e74\uff0c\u8bb8\u591a\u91d1\u878d\u673a\u6784\u4f9d\u8d56 Excel \u8ddf\u8e2a\u5668\u3001\u7535\u5b50\u90ae\u4ef6\u94fe\u548c Word \u6a21\u677f\u6765\u5165\u804c\u5ba2\u6237\u3002\u7ed3\u679c\u662f\uff1a\u7248\u672c\u6df7\u4e71\u3001\u9057\u6f0f\u53d7\u76ca\u6240\u6709\u4eba\u4fe1\u606f\u62ab\u9732\u3001\u65e0\u6cd5\u96c6\u4e2d\u67e5\u770b\u72b6\u6001\u4ee5\u53ca\u5165\u804c\u5ef6\u8fdf 4-6 \u5468\u3002\u6269\u5c55\u5230\u65b0\u7684\u5e02\u573a\u6216\u5ba2\u6237\u7fa4\u53ea\u4f1a\u52a0\u5267\u8fd9\u4e9b\u75db\u70b9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4ee5\u6a21\u677f\u5316\u7684\u5165\u804c\u6d41\u7a0b\u53d6\u4ee3\u4e86\u8fd9\u4e9b\u624b\u5de5\u65b9\u6cd5\uff0c\u6a21\u677f\u5316\u7684\u5165\u804c\u6d41\u7a0b\u6309\u4ee5\u4e0b\u65b9\u9762\u8fdb\u884c\u5206\u7ec4\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5ba2\u6237\u7c7b\u578b<\/strong>:\u96f6\u552e\u3001\u9ad8\u51c0\u503c\u4eba\u58eb\u3001\u673a\u6784\u3001\u4f01\u4e1a\u3001\u57fa\u91d1<\/li>\n\n\n\n<li><strong>\u7ba1\u8f96\u6743<\/strong>:\u745e\u58eb\u3001\u6b27\u76df\u3001\u6d77\u6e7e\u5408\u4f5c\u59d4\u5458\u4f1a\u3001\u4e9a\u592a\u5730\u533a<\/li>\n\n\n\n<li><strong>\u4ea7\u54c1<\/strong>:\u5168\u6743\u59d4\u6258\u3001\u54a8\u8be2\u59d4\u6258\u3001\u8d37\u6b3e\u3001\u4fdd\u9669<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5229\u7528\u6a21\u677f\u5316\u7684\u6210\u529f\u8ba1\u5212\uff0cInvestGlass \u53ef\u786e\u4fdd\u5165\u804c\u6d41\u7a0b\u7684\u4e00\u81f4\u6027\u548c\u53ef\u91cd\u590d\u6027\uff0c\u4f7f\u56e2\u961f\u80fd\u591f\u4e3a\u6bcf\u4f4d\u5ba2\u6237\u63d0\u4f9b\u6807\u51c6\u5316\u7684\u53ef\u9760\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a21\u677f\u53ef\u4ee5\u6839\u636e\u5408\u89c4\u548c\u524d\u53f0\u7684\u53cd\u9988\u610f\u89c1\u8fdb\u884c\u514b\u9686\u3001\u8c03\u6574\u548c\u6539\u8fdb\u3002\u4f8b\u5982\uff0c\u745e\u58eb\u4e00\u5bb6\u4e2d\u578b\u79c1\u4eba\u94f6\u884c\u5728\u4f7f\u7528 InvestGlass \u540e\uff0c\u5165\u804c\u65f6\u95f4\u4ece 15 \u4e2a\u5de5\u4f5c\u65e5\u7f29\u77ed\u5230 5 \u4e2a\u5de5\u4f5c\u65e5\uff0c\u4ece\u800c\u4f7f\u7406\u8d22\u7ecf\u7406\u80fd\u591f\u4e13\u6ce8\u4e8e\u54a8\u8be2\u5de5\u4f5c\uff0c\u800c\u4e0d\u662f\u8ffd\u9010\u6587\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u5185\u90e8\u9500\u552e\u5230\u5165\u804c\u7684\u4ea4\u63a5<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM \u4e2d\u7684\u673a\u4f1a\u53ef\u8f6c\u6362\u4e3a\u5165\u804c\u6848\u4f8b\uff0c\u800c\u4e0d\u4f1a\u4e22\u5931\u4e0a\u4e0b\u6587\u3002\u5907\u6ce8\u3001\u6587\u6863\u548c\u8ba8\u8bba\u5386\u53f2\u8bb0\u5f55\u4e0e\u5ba2\u6237\u8bb0\u5f55\u4e00\u8d77\u4f20\u9001\u3002\u4ea4\u63a5\u6d41\u7a0b\u786e\u4fdd\u65b0\u7528\u6237\u9ad8\u6548\u5165\u804c\uff0c\u4e0d\u4f1a\u4e22\u5931\u4e0a\u4e0b\u6587\uff0c\u5b9e\u73b0\u4ece\u9500\u552e\u5230\u5165\u804c\u7684\u65e0\u7f1d\u8fc7\u6e21\u3002\u53ef\u89c1\u6027\u89c4\u5219\u53ef\u786e\u4fdd\u9500\u552e\u3001\u5165\u804c\u548c\u5408\u89c4\u56e2\u961f\u770b\u5230\u76f8\u540c\u7684\u6838\u5fc3\u8bb0\u5f55\uff0c\u4f46\u53ef\u6839\u636e\u89d2\u8272\u8bbf\u95ee\u654f\u611f\u6570\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65f6\u95f4\u8868\u793a\u4f8b\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u661f\u671f\u4e00\uff1a\u5ba2\u6237\u7b7e\u7f72\u6761\u6b3e\u4e66.<\/li>\n\n\n\n<li>\u5f53\u5929\uff1a\u4f7f\u7528\u9002\u5f53\u6a21\u677f\u81ea\u52a8\u521b\u5efa\u5165\u804c\u6848\u4f8b\uff1b\u5ba2\u6237\u6536\u5230\u7535\u5b50\u8868\u683c\u3002.<\/li>\n\n\n\n<li>\u661f\u671f\u4e09\u5ba2\u6237\u586b\u5199\u8868\u683c\u5e76\u4e0a\u4f20\u6587\u4ef6\u3002.<\/li>\n\n\n\n<li>\u661f\u671f\u4e94\uff1a\u5408\u89c4\u6279\u51c6\uff1b\u8d26\u6237\u6fc0\u6d3b\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u6d88\u9664\u4e86\u7b7e\u7ea6\u540e\u5ba2\u6237\u7ecf\u5e38\u611f\u5230\u88ab\u9057\u5fd8\u7684 \u201c\u9ed1\u6d1e \u201d\u671f\uff0c\u662f\u7559\u4f4f\u5ba2\u6237\u548c\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u7684\u5173\u952e\u56e0\u7d20\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u81ea\u52a9\u8d44\u6e90\u548c\u6307\u5bfc\u652f\u6301\uff0c\u52a0\u5feb\u5b9e\u73b0\u4ef7\u503c\u7684\u65f6\u95f4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024 \u5e74\u81f3 2026 \u5e74\u95f4\uff0c\u5ba2\u6237\u7684\u671f\u671b\u53d1\u751f\u4e86\u5de8\u5927\u53d8\u5316\u3002\u9ad8\u51c0\u503c\u4eba\u58eb\u548c\u4f01\u4e1a\u8d22\u52a1\u4e3b\u7ba1\u5e0c\u671b\u6570\u5b57\u81ea\u52a9\u670d\u52a1\u4e0e\u4eba\u5de5\u6307\u5bfc\u76f8\u7ed3\u5408\u3002\u4ed6\u4eec\u5e0c\u671b\u6309\u7167\u81ea\u5df1\u7684\u65f6\u95f4\u8868\u5b8c\u6210\u5165\u804c\u4efb\u52a1\uff0c\u4f8b\u5982\u5728\u5468\u672b\u4e0a\u4f20 KYC \u6587\u4ef6\uff0c\u540c\u65f6\u5728\u51fa\u73b0\u95ee\u9898\u65f6\u4ecd\u80fd\u901a\u8fc7\u5b89\u5168\u4fe1\u606f\u4e0e\u4ed6\u4eec\u7684\u6ce8\u518c\u7ecf\u7406\u8054\u7cfb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u5728\u95e8\u6237\u5185\u6258\u7ba1\u6216\u94fe\u63a5\u5404\u79cd\u5165\u804c\u8d44\u6e90\uff1a\u6709\u5173\u5165\u804c\u7684\u5e38\u89c1\u95ee\u9898\u3001\u4ea7\u54c1\u624b\u518c\u3001\u9002\u5b9c\u6027\u8bf4\u660e\u4ee5\u53ca\u53cd\u6620 2023-2025 \u5e74\u66f4\u65b0\u7684\u7a0e\u52a1\u6216\u76d1\u7ba1\u62ab\u9732\u3002\u63a8\u9001\u901a\u77e5\u548c\u5e94\u7528\u7a0b\u5e8f\u5185\u6d88\u606f\u53ef\u7528\u4e8e\u6307\u5bfc\u5ba2\u6237\u5b8c\u6210\u5165\u804c\u6b65\u9aa4\u3001\u63d0\u4f9b\u53ca\u65f6\u652f\u6301\uff0c\u4ee5\u53ca\u76f4\u63a5\u5728\u5e94\u7528\u7a0b\u5e8f\u5185\u63d0\u4f9b\u4e0a\u4e0b\u6587\u4fe1\u606f\uff0c\u4ece\u800c\u6539\u5584\u7528\u6237\u4f53\u9a8c\u548c\u529f\u80fd\u91c7\u7528\u7387\u3002\u5ba2\u6237\u53ef\u4ee5\u5f02\u6b65\u5b8c\u6210\u5927\u591a\u6570\u5fc5\u8981\u6b65\u9aa4\uff0c\u51cf\u5c11\u5165\u804c\u4f1a\u8bae\u6b21\u6570\uff0c\u52a0\u5feb\u5b9e\u73b0\u4ef7\u503c\u7684\u65f6\u95f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u6df7\u5408\u6a21\u5f0f\u5bf9\u8de8\u5883\u6216\u65f6\u5dee\u5ba2\u6237\u7279\u522b\u6709\u7528\u3002\u4f8b\u5982\uff0c\u603b\u90e8\u4f4d\u4e8e\u8fea\u62dc\u7684\u5ba2\u6237\u53ef\u4ee5\u4f7f\u7528 InvestGlass onboarding \u5b8c\u5168\u8fdc\u7a0b\u4e0e\u82cf\u9ece\u4e16\u7684\u8d22\u5bcc\u7ecf\u7406\u5f00\u6237\uff0c\u65e0\u9700\u9762\u8c08\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e3a\u6bcf\u4f4d\u5ba2\u6237\u8282\u7701\u884c\u653f\u5de5\u4f5c\u65f6\u95f4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d22\u52a1\u5165\u804c\u7684\u5178\u578b\u624b\u5de5\u5de5\u4f5c\u5305\u62ec\u5c06\u6570\u636e\u91cd\u65b0\u8f93\u5165\u591a\u4e2a\u7cfb\u7edf\u3001\u8ffd\u9010\u6587\u4ef6\u548c\u53d1\u9001\u5185\u90e8\u72b6\u6001\u7535\u5b50\u90ae\u4ef6\u3002\u8fd9\u79cd\u884c\u653f\u8d1f\u62c5\u4f1a\u8017\u8d39\u6bcf\u4e2a\u5ba2\u6237\u7684\u65f6\u95f4\uff0c\u5e76\u5206\u6563\u5bf9\u4ef7\u503c\u66f4\u9ad8\u7684\u54a8\u8be2\u5de5\u4f5c\u7684\u6ce8\u610f\u529b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5b9e\u73b0\u81ea\u52a8\u5316\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4ece\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u9884\u586b\u8868\u683c<\/strong>:\u9500\u552e\u8fc7\u7a0b\u4e2d\u8f93\u5165\u7684\u6570\u636e\u53ef\u7ee7\u7eed\u4f7f\u7528\u3002.<\/li>\n\n\n\n<li><strong>\u4efb\u52a1\u521b\u5efa\u548c\u63d0\u9192<\/strong>:\u81ea\u52a8\u5206\u914d\u548c\u8ddf\u8e2a\u5165\u804c\u4efb\u52a1\u3002.<\/li>\n\n\n\n<li><strong>\u72b6\u6001\u901a\u77e5\u548c\u5347\u7ea7<\/strong>:\u5f53\u6b65\u9aa4\u903e\u671f\u65f6\uff0c\u56e2\u961f\u4f1a\u6536\u5230\u8b66\u62a5\u3002.<\/li>\n\n\n\n<li><strong>\u6587\u4ef6\u7248\u672c\u7ba1\u7406<\/strong>:\u59cb\u7ec8\u63d0\u4f9b\u6700\u65b0\u7248\u672c\uff0c\u5e76\u8bb0\u5f55\u5b8c\u6574\u7684\u5386\u53f2\u8bb0\u5f55\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u4e2a\u5ba2\u6237\u5165\u804c\u8282\u7701\u7684\u5b9e\u9645\u65f6\u95f4\u4ece 2-4 \u4e2a\u5c0f\u65f6\u7684 RM \u65f6\u95f4\u5230 3-5 \u4e2a\u5c0f\u65f6\u7684\u540e\u53f0\u5de5\u4f5c\u65f6\u95f4\u4e0d\u7b49\u3002\u95f4\u63a5\u8282\u7701\u7684\u65f6\u95f4\u5305\u62ec\u51cf\u5c11\u9519\u8bef\u3001\u51cf\u5c11\u5408\u89c4\u5f02\u5e38\u4ee5\u53ca\u51cf\u5c11\u51c6\u5907\u5ba1\u8ba1\u6216\u76d1\u7ba1\u68c0\u67e5\u7684\u65f6\u95f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u5bb6\u6b27\u6d32\u4e2d\u578b\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5728\u4f7f\u7528 InvestGlass \u5b9e\u73b0\u6570\u5b57\u5316\u5165\u804c\u6d41\u7a0b\u540e\uff0c\u5c06\u4e24\u540d\u5168\u804c\u5458\u5de5\u4ece\u4eba\u5de5 KYC \u68c0\u67e5\u91cd\u65b0\u5206\u914d\u5230\u9762\u5411\u5ba2\u6237\u7684\u54a8\u8be2\u5c97\u4f4d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9010\u6b65\u62ab\u9732\uff1a\u9010\u6b65\u5f15\u5bfc\u5ba2\u6237<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6e10\u8fdb\u5f0f\u62ab\u9732\u662f\u4e00\u79cd\u7528\u6237\u4f53\u9a8c\u6982\u5ff5\uff1a\u4e0d\u662f\u4e00\u6b21\u6027\u5411\u5ba2\u6237\u63d0\u4f9b\u6240\u6709\u8868\u683c\u548c\u6587\u4ef6\uff0c\u800c\u662f\u5728\u6ee1\u8db3\u5148\u51b3\u6761\u4ef6\u540e\u9010\u6b65\u62ab\u9732\u4fe1\u606f\u3002InvestGlass \u53ef\u8ba9\u673a\u6784\u5c06\u5165\u804c\u6d41\u7a0b\u5206\u4e3a\u51e0\u4e2a\u9636\u6bb5\uff1a\u8eab\u4efd\u8bc6\u522b\u3001\u6295\u8d44\u6982\u51b5\u3001\u534f\u8bae\u3001\u878d\u8d44\uff0c\u5e76\u81ea\u52a8\u663e\u793a\u540e\u7eed\u6b65\u9aa4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u5ba2\u6237\u5e26\u6765\u7684\u597d\u5904\u5305\u62ec\u66f4\u660e\u786e\u7684\u9884\u671f\u3001\u66f4\u9ad8\u7684\u5b8c\u6210\u7387\u548c\u66f4\u5c11\u7684\u653e\u5f03\u6d41\u7a0b\u3002\u5bf9\u4e8e\u5185\u90e8\u56e2\u961f\u800c\u8a00\uff0c\u6e10\u8fdb\u5f0f\u62ab\u9732\u6709\u52a9\u4e8e\u786e\u5b9a\u54ea\u4e9b\u5165\u804c\u6848\u4f8b\u662f\u771f\u6b63\u5361\u4f4f\u4e86\uff0c\u800c\u54ea\u4e9b\u53ea\u662f\u5728\u7b49\u5f85\u4e0b\u4e00\u9636\u6bb5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8861\u91cf\u5165\u804c\u53c2\u4e0e\u5ea6\u5e76\u9884\u6d4b\u7559\u4efb\u7387<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u53c2\u4e0e\u5ea6\u662f\u8d22\u5bcc\u548c\u94f6\u884c\u4e1a\u957f\u671f\u5173\u7cfb\u6df1\u5ea6\u548c\u6536\u5165\u7684\u9886\u5148\u6307\u6807\u3002\u8ddf\u8e2a\u5165\u804c\u8fc7\u7a0b\u4e2d\u7684\u7528\u6237\u53c2\u4e0e\u5ea6\uff0c\u4f8b\u5982\u5ba2\u6237\u4e0e\u5165\u804c\u6d41\u7a0b\u7684\u4e92\u52a8\u65b9\u5f0f\u3001\u5b8c\u6210\u6b65\u9aa4\u7684\u901f\u5ea6\u3001\u9047\u5230\u7684\u95ee\u9898\u4ee5\u53ca\u767b\u5f55\u7684\u9891\u7387\uff0c\u53ef\u4e3a\u6539\u8fdb\u6d41\u7a0b\u63d0\u4f9b\u53ef\u64cd\u4f5c\u7684\u89c1\u89e3\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u7b49\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u5e94\u663e\u793a\u7684\u6307\u6807\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: center\"><strong>\u516c\u5236<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: center\"><strong>\u5b83\u544a\u8bc9\u4f60\u4ec0\u4e48<\/strong><\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4ece\u53d1\u51fa\u7b2c\u4e00\u4efd\u8868\u683c\u5230\u5b8c\u6210\u7684\u65f6\u95f4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6574\u4f53\u6548\u7387\u548c\u5ba2\u6237\u54cd\u5e94\u80fd\u529b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6bcf\u4e2a\u6848\u4f8b\u7684\u8bb0\u5f55\u7ba1\u7406\u6216\u5408\u89c4\u89e6\u52a8\u6b21\u6570<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8d44\u6e90\u5bc6\u96c6\u5ea6\u548c\u6f5c\u5728\u6469\u64e6\u70b9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u4ef6\u62d2\u6536\u7387<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u63d0\u4ea4\u6750\u6599\u7684\u8d28\u91cf\u548c\u6307\u793a\u7684\u6e05\u6670\u5ea6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u95e8\u6237\u767b\u5f55\u548c\u6587\u4ef6\u6d4f\u89c8\u7edf\u8ba1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u53c2\u4e0e\u548c\u81ea\u52a9\u670d\u52a1\u7684\u91c7\u7528<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u6307\u6807\u53ef\u4ee5\u76f4\u89c2\u5730\u663e\u793a\u5728\u4eea\u8868\u76d8\u4e0a\uff0c\u4ee5\u4fbf\u7ba1\u7406\u5c42\u53d1\u73b0\u74f6\u9888\uff0c\u5982\u6bd4\u5e73\u5747\u6c34\u5e73\u6162\u7684\u7279\u5b9a\u8f96\u533a\u3001\u4ea7\u54c1\u7c7b\u578b\u6216\u5ba2\u6237\u7fa4\u3002\u5165\u804c\u6570\u636e\u8fd8\u53ef\u7528\u4e8e\u5168\u6743\u59d4\u6258\u3001\u4fdd\u9669\u5355\u6216\u4f01\u4e1a\u8d37\u6b3e\u673a\u5236\u7b49\u4ea7\u54c1\u7684\u7eed\u7ea6\u6216\u6269\u5c55\u51b3\u7b56\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f8b\u5982<\/strong> \u4e00\u5bb6\u6b27\u6d32\u79c1\u4eba\u94f6\u884c\u5206\u6790\u4e86 2024 \u5e74\u7684\u5165\u804c\u5206\u6790\uff0c\u53d1\u73b0\u7279\u5b9a\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u5ba2\u6237\u586b\u5199\u8868\u683c\u6240\u9700\u7684\u65f6\u95f4\u4e00\u76f4\u662f\u539f\u6765\u7684\u4e24\u500d\u3002\u91cd\u65b0\u8bbe\u8ba1\u8868\u5355\u3001\u7b80\u5316\u8bed\u8a00\u5e76\u6dfb\u52a0\u5de5\u5177\u63d0\u793a\u540e\uff0c\u5b8c\u6210\u65f6\u95f4\u7f29\u77ed\u4e86 30%\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5185\u5bb9\u53c2\u4e0e\u548c\u76d1\u7ba1\u62a5\u544a<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u53d7\u76d1\u7ba1\u884c\u4e1a\u4e2d\uff0c\u91cd\u8981\u7684\u662f\u4e0d\u4ec5\u8981\u77e5\u9053\u6587\u4ef6\u662f\u5426\u5df2\u53d1\u9001\uff0c\u8fd8\u8981\u77e5\u9053\u5ba2\u6237\u662f\u5426\u5b9e\u9645\u67e5\u9605\u4e86\u6587\u4ef6\u3002PRIIPs KID\u3001MiFID II \u4e8b\u524d\u6210\u672c\u62ab\u9732\u548c\u9002\u5f53\u6027\u95ee\u5377\u90fd\u5177\u6709\u76d1\u7ba1\u6743\u91cd\uff0c\u56e0\u6b64\u8bc1\u660e\u5ba2\u6237\u67e5\u770b\u4e86\u8fd9\u4e9b\u6750\u6599\u5bf9\u4e8e\u5408\u89c4\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u8bb0\u5f55\u6587\u6863\u8bbf\u95ee\u4e8b\u4ef6\uff0c\u652f\u6301\u7528\u6237\u4f53\u9a8c\u4f18\u5316\u548c\u76d1\u7ba1\u8bc1\u636e\u3002\u5206\u6790\u7ed3\u679c\u53ef\u7a81\u51fa\u663e\u793a\u672a\u5145\u5206\u5229\u7528\u7684\u5165\u804c\u5185\u5bb9\uff08\u5982\u6b22\u8fce\u89c6\u9891\u6216 ESG \u624b\u518c\uff09\uff0c\u4ece\u800c\u6307\u5bfc\u5e02\u573a\u8425\u9500\u4eba\u5458\u6539\u8fdb\u6216\u91cd\u65b0\u5b9a\u4f4d\u8d44\u6e90\u3002\u8fd9\u4e9b\u6570\u636e\u53ef\u5728\u5185\u90e8\u548c\u5916\u90e8\u5ba1\u8ba1\u4e2d\u5bfc\u51fa\u6216\u5c55\u793a\uff0c\u4ee5\u8bc1\u660e\u5165\u804c\u65f6\u6709\u8db3\u591f\u7684\u5ba2\u6237\u4fe1\u606f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u7684\u6ce8\u610f\u4e8b\u9879\uff082026 \u5e74\u6e05\u5355\uff09<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6e05\u5355\u4e13\u4e3a\u8bc4\u4f30\u5ba2\u6237\u5165\u804c\u89e3\u51b3\u65b9\u6848\u7684\u91d1\u878d\u673a\u6784\u5408\u89c4\u4e3b\u7ba1\u3001\u9996\u5e2d\u8fd0\u8425\u5b98\u548c\u5ba2\u6237\u5165\u804c\u4e3b\u7ba1\u8bbe\u8ba1\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9002\u5408\u76d1\u7ba1<\/strong>:\u5e73\u53f0\u662f\u5426\u652f\u6301\u60a8\u6240\u5728\u8f96\u533a\u7684 KYC\/AML\u3001\u9002\u5b9c\u6027\u548c\u5ba1\u8ba1\u8981\u6c42\uff1f\u4e86\u89e3 MiFID II\u3001FINMA\u3001FATF \u548c\u5f53\u5730\u6570\u636e\u4fdd\u62a4\u6cd5\u5f8b\u7684\u5185\u7f6e\u903b\u8f91\u3002.<\/li>\n\n\n\n<li><strong>\u6570\u636e\u9a7b\u7559\u4e0e\u4e3b\u6743<\/strong>:\u60a8\u53ef\u4ee5\u5728\u745e\u58eb\u6216\u5185\u90e8\u6258\u7ba1\u5417\uff1f\u907f\u514d\u4e0d\u5fc5\u8981\u7684\u6570\u636e\u4f20\u8f93\u548c\u53d7\u56fd\u5916\u6570\u636e\u8bbf\u95ee\u6cd5\u5f8b\u7684\u5f71\u54cd\u3002.<\/li>\n\n\n\n<li><strong>\u5b89\u5168\u548c\u51fa\u5165\u63a7\u5236<\/strong>:\u52a0\u5bc6\u3001SSO\u3001\u7ec6\u7c92\u5ea6\u6743\u9650\u548c\u8be6\u7ec6\u7684\u5ba1\u8ba1\u65e5\u5fd7\u5bf9\u4e8e\u53d7\u76d1\u7ba1\u673a\u6784\u6765\u8bf4\u662f\u4e0d\u53ef\u6216\u7f3a\u7684\u3002.<\/li>\n\n\n\n<li><strong>\u65e0\u4ee3\u7801\u53ef\u914d\u7f6e<\/strong>:\u4e1a\u52a1\u56e2\u961f\u5e94\u80fd\u8c03\u6574\u8868\u5355\u3001\u5de5\u4f5c\u6d41\u7a0b\u548c\u98ce\u9669\u89c4\u5219\uff0c\u800c\u65e0\u9700\u7e41\u91cd\u7684 IT \u9879\u76ee\u6216\u4f9b\u5e94\u5546\u5e72\u9884\u3002.<\/li>\n\n\n\n<li><strong>\u6574\u5408\u5e7f\u5ea6<\/strong>:\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u3001\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u3001PMS\u3001\u6587\u4ef6\u5b58\u50a8\u548c\u7535\u5b50\u7b7e\u540d\u5de5\u5177\u7684\u8fde\u63a5\u5668\u6216\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u53ef\u51cf\u5c11\u5b64\u5c9b\u548c\u4eba\u5de5\u91cd\u65b0\u8f93\u5165\u3002.<\/li>\n\n\n\n<li><strong>\u5ba2\u6237\u4f53\u9a8c<\/strong>:\u54c1\u724c\u95e8\u6237\u3001\u591a\u8bed\u79cd\u652f\u6301\u3001\u79fb\u52a8\u53cb\u597d\u578b\u8bbe\u8ba1\u548c\u6e10\u8fdb\u5f0f\u5165\u804c\u6d41\u7a0b\u8ba9\u5ba2\u6237\u59cb\u7ec8\u53c2\u4e0e\u5176\u4e2d\u3002.<\/li>\n\n\n\n<li><strong>\u53ef\u6269\u5c55\u6027<\/strong>:\u5e73\u53f0\u5e94\u652f\u6301 2024-2030 \u5e74\u5ba2\u6237\u6570\u91cf\u3001\u5b9e\u4f53\u548c\u8de8\u5883\u4e1a\u52a1\u7684\u589e\u957f\u3002.<\/li>\n\n\n\n<li><strong>\u5b9a\u4ef7\u7ed3\u6784\u548c\u4ed8\u8d39\u8ba1\u5212<\/strong>:\u8bc4\u4f30\u5b9a\u4ef7\u7ed3\u6784\u548c\u4ed8\u8d39\u8ba1\u5212\u7684\u53ef\u7528\u6027\uff0c\u786e\u4fdd\u89e3\u51b3\u65b9\u6848\u7b26\u5408\u60a8\u7684\u9884\u7b97\u548c\u4e1a\u52a1\u9700\u6c42\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c31\u662f\u56f4\u7ed5\u8fd9\u4e9b\u6807\u51c6\u4e3a\u53d7\u76d1\u7ba1\u7684 B2B \u673a\u6784\u8bbe\u8ba1\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5173\u4e8e\u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u7684\u5e38\u89c1\u95ee\u9898<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u5e38\u89c1\u95ee\u9898\u4e3b\u8981\u6d89\u53ca <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e6%8e%8c%e6%8f%a1%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%ae%a2%e6%88%b7%e5%85%a5%e8%81%8c%e6%88%90%e5%8a%9f%e7%9a%84%e9%a1%b6%e7%ba%a7%e7%ad%96%e7%95%a5\/\" target=\"_self\">\u94f6\u884c\u4e1a\u7684\u5165\u804c\u57f9\u8bad<\/a>, \u8fd9\u4e9b\u884c\u4e1a\u5305\u62ec\u8d22\u5bcc\u7ba1\u7406\u3001\u4fdd\u9669\u548c\u90bb\u8fd1\u7684\u53d7\u76d1\u7ba1\u884c\u4e1a\uff0c\u800c\u975e\u4e00\u822c\u7684 SaaS\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u5165\u804c\u548c KYC \u6709\u4ec0\u4e48\u533a\u522b\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\uff08\"\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\"\uff09\u662f\u5165\u804c\u670d\u52a1\u7684\u4e00\u4e2a\u5b50\u96c6\uff0c\u4fa7\u91cd\u4e8e\u6838\u5b9e\u5ba2\u6237\u8eab\u4efd\u548c\u8bc4\u4f30\u98ce\u9669\u3002\u5ba2\u6237\u5165\u804c\u5305\u62ec KYC\uff0c\u4f46\u4e5f\u5305\u62ec\u9002\u5f53\u6027\u8bc4\u4f30\u3001\u6587\u4ef6\u6536\u96c6\u3001\u534f\u8bae\u7b7e\u7f72\u3001\u8d26\u6237\u6fc0\u6d3b\u548c\u7b2c\u4e00\u4ef7\u503c\u4ea4\u4ed8\u3002\u4f18\u79c0\u7684\u5165\u804c\u8f6f\u4ef6\u53ef\u540c\u65f6\u6db5\u76d6\u8fd9\u4e24\u4e2a\u65b9\u9762\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9e\u65bd\u50cf InvestGlass \u8fd9\u6837\u7684\u5165\u804c\u89e3\u51b3\u65b9\u6848\u9700\u8981\u591a\u957f\u65f6\u95f4\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u65bd\u65f6\u95f4\u4e00\u822c\u4e3a 4-12 \u5468\uff0c\u5177\u4f53\u53d6\u51b3\u4e8e\u6240\u6d89\u53ca\u7684\u6a21\u677f\u3001\u96c6\u6210\u548c\u7ba1\u8f96\u533a\u7684\u6570\u91cf\u3002\u6d41\u7a0b\u660e\u786e\u7684\u673a\u6784\u53ef\u4ee5\u66f4\u5feb\u4e0a\u7ebf\uff1b\u590d\u6742\u7684\u591a\u5b9e\u4f53\u6216\u8de8\u5883\u8bbe\u7f6e\u53ef\u80fd\u9700\u8981\u989d\u5916\u914d\u7f6e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5165\u804c\u57f9\u8bad\u8f6f\u4ef6\u80fd\u5426\u4e0e\u73b0\u6709\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5e76\u5b58\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e3a\u62e5\u6709\u73b0\u6709 CRM \u7684\u673a\u6784\u63d0\u4f9b\u96c6\u6210\u529f\u80fd\uff0c\u4f46\u4e5f\u63d0\u4f9b\u4e00\u4f53\u5316\u7684 CRM\u3001\u5165\u804c\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5806\u6808\u3002\u6b63\u786e\u7684\u65b9\u6cd5\u53d6\u51b3\u4e8e\u60a8\u5f53\u524d\u7684\u6280\u672f\u72b6\u51b5\u548c\u957f\u671f\u6218\u7565\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6570\u5b57\u5316\u5165\u804c\u5982\u4f55\u5f71\u54cd\u76d1\u7ba1\u673a\u6784\u5173\u7cfb\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u5316\u5165\u804c\u63d0\u9ad8\u4e86\u53ef\u5ba1\u8ba1\u6027\u548c\u900f\u660e\u5ea6\u30022023-2025 \u5e74\uff0c\u76d1\u7ba1\u673a\u6784\u8d8a\u6765\u8d8a\u671f\u5f85\u53ef\u8ffd\u6eaf\u7684\u6570\u5b57\u5316\u6d41\u7a0b\u3002\u62e5\u6709\u5f3a\u5927\u5165\u804c\u8f6f\u4ef6\u7684\u673a\u6784\u53ef\u4ee5\u5728\u68c0\u67e5\u4e2d\u66f4\u8f7b\u677e\u5730\u8bc1\u660e\u5408\u89c4\u6027\uff0c\u51cf\u5c11\u4e0e\u76d1\u7ba1\u673a\u6784\u7684\u6469\u64e6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u559c\u6b22\u7eb8\u5f20\u7684\u8001\u5e74\u5ba2\u6237\u600e\u4e48\u529e\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u652f\u6301\u6570\u5b57\u52a0\u7eb8\u8d28\u6df7\u5408\u5de5\u4f5c\u6d41\u7a0b\u3002\u5ba2\u6237\u53ef\u4ee5\u63d0\u4ea4\u7eb8\u8d28\u6587\u4ef6\uff0c\u626b\u63cf\u540e\u4e0a\u4f20\u5230\u5e73\u53f0\u3002\u65e0\u8bba\u5ba2\u6237\u559c\u6b22\u4f55\u79cd\u4ea4\u4e92\u65b9\u5f0f\uff0c\u8be5\u8f6f\u4ef6\u4ecd\u80fd\u96c6\u4e2d\u7ba1\u7406\u6570\u636e\u548c\u5ba1\u6279\uff0c\u786e\u4fdd\u5408\u89c4\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u76d1\u7ba1\u673a\u6784\u662f\u5426\u63a5\u53d7\u7535\u5b50\u7b7e\u540d\u5f00\u6237\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb ZertES \u548c\u6b27\u76df eIDAS \u63a5\u53d7\u5927\u591a\u6570\u5f00\u6237\u548c\u534f\u8bae\u7c7b\u578b\u7684\u7535\u5b50\u7b7e\u540d\u3002\u5404\u5730\u505a\u6cd5\u4e0d\u540c\uff0c\u56e0\u6b64\u5fc5\u987b\u786e\u8ba4\u5404\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u8981\u6c42\u3002InvestGlass \u652f\u6301\u4e0e\u9886\u5148\u7684\u7535\u5b50\u7b7e\u540d\u63d0\u4f9b\u5546\u96c6\u6210\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e91\u6ce8\u518c\u5e73\u53f0\u4e2d\u5ba2\u6237\u6570\u636e\u7684\u5b89\u5168\u6027\u5982\u4f55\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f7f\u7528\u52a0\u5bc6\u6280\u672f\u3001\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u548c\u884c\u4e1a\u6807\u51c6\u8ba4\u8bc1\u3002\u6570\u636e\u9a7b\u7559\u5728\u745e\u58eb\u53ef\u907f\u514d\u53d7\u5916\u56fd\u6570\u636e\u8bbf\u95ee\u6cd5\u5f8b\u7684\u5f71\u54cd\u3002\u7ec6\u7c92\u5ea6\u7684\u8bbf\u95ee\u63a7\u5236\u548c\u8be6\u7ec6\u7684\u5ba1\u8ba1\u65e5\u5fd7\u63d0\u4f9b\u4e86\u989d\u5916\u7684\u5b89\u5168\u4fdd\u969c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f7f\u7528 InvestGlass \u6539\u53d8\u60a8\u7684\u5165\u804c\u6d41\u7a0b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7 InvestGlass\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u4ece\u624b\u5de5\u3001\u5206\u6563\u7684\u5165\u804c\u6d41\u7a0b\u8f6c\u53d8\u4e3a\u7edf\u4e00\u3001\u5408\u89c4\u3001\u5ba2\u6237\u53cb\u597d\u7684\u6d41\u7a0b\u3002\u901a\u8fc7\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6570\u5b57\u5165\u804c\u3001KYC \u5de5\u4f5c\u6d41\u7a0b\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u96c6\u4e2d\u5230\u4e00\u4e2a\u745e\u58eb\u6258\u7ba1\u5e73\u53f0\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u51cf\u8f7b\u7ba1\u7406\u8d1f\u62c5\uff0c\u52a0\u5feb\u5b9e\u73b0\u4ef7\u503c\u7684\u65f6\u95f4\uff0c\u5e76\u5728\u5ba2\u6237\u548c\u76d1\u7ba1\u673a\u6784\u4e4b\u95f4\u5efa\u7acb\u4fe1\u4efb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e0e\u4f17\u4e0d\u540c\u7684\u5173\u952e\u56e0\u7d20\uff1a\u745e\u58eb\u6570\u636e\u4e3b\u6743\u3001\u4e00\u4f53\u5316\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u5165\u804c\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\uff0c\u4ee5\u53ca\u4e13\u6ce8\u4e8e\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u670d\u52a1\u800c\u975e\u4e00\u822c\u7684 SaaS\u3002\u6bcf\u9879\u529f\u80fd\u90fd\u662f\u9488\u5bf9\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u548c\u516c\u5171\u90e8\u95e8\u5728 FINMA\u3001MiFID II\u3001FATF \u548c\u5f53\u5730\u6570\u636e\u4fdd\u62a4\u6cd5\u5f8b\u4e0b\u8fd0\u8425\u7684\u5b9e\u9645\u60c5\u51b5\u800c\u8bbe\u8ba1\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201c\u8fc1\u79fb\u5230 InvestGlass \u540e\uff0c\u6211\u4eec\u7684\u5165\u804c\u65f6\u95f4\u7f29\u77ed\u4e86\u4e09\u5206\u4e4b\u4e8c\uff0cKYC \u8d28\u91cf\u5927\u5e45\u63d0\u9ad8\u3002\u6211\u4eec\u7684\u6ce8\u518c\u7ecf\u7406\u73b0\u5728\u628a\u65f6\u95f4\u82b1\u5728\u54a8\u8be2\u4e0a\uff0c\u800c\u4e0d\u662f\u6587\u4e66\u5de5\u4f5c\u4e0a\u3002\u6b27\u6d32\u79c1\u4eba\u94f6\u884c\u5408\u89c4\u603b\u76d1<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u51c6\u5907\u597d\u4e86\u89e3 InvestGlass \u5982\u4f55\u6539\u53d8\u60a8\u7684\u5165\u804c\u65b9\u5f0f\u4e86\u5417\uff1f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/\" target=\"_self\">\u7533\u8bf7\u73b0\u573a\u6f14\u793a<\/a> \u6216\u8981\u6c42\u4e3a\u60a8\u7684\u7279\u5b9a\u4f7f\u7528\u6848\u4f8b\uff08\u65e0\u8bba\u662f\u745e\u58eb\u79c1\u4eba\u94f6\u884c\u3001\u6b27\u76df\u8d22\u5bcc\u7ba1\u7406\u8fd8\u662f\u4e2d\u4e1c\u548c\u5317\u975e\u8d44\u4ea7\u7ba1\u7406\uff09\u914d\u7f6e\u6c99\u7bb1\u3002\u4e0b\u4e00\u6b65\u5f88\u7b80\u5355\uff1a\u4e0e InvestGlass \u56e2\u961f\u9884\u7ea6\u54a8\u8be2\uff0c\u4e86\u89e3\u5408\u89c4\u7684\u767d\u624b\u5957\u5165\u804c\u5982\u4f55\u6210\u4e3a\u60a8\u7684\u7ade\u4e89\u4f18\u52bf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5165\u804c\u6559\u80b2\u548c\u57f9\u8bad\u5b66\u4e60\u7ba1\u7406\u7cfb\u7edf<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b66\u4e60\u7ba1\u7406\u7cfb\u7edf\uff08LMS\uff09\u662f\u91d1\u878d\u673a\u6784\u5b9e\u73b0\u65e0\u7f1d\u3001\u6709\u6548\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u7684\u91cd\u8981\u8d44\u4ea7\u3002\u901a\u8fc7\u5c06 LMS \u96c6\u6210\u5230\u5165\u804c\u5de5\u4f5c\u6d41\u7a0b\u4e2d\uff0c\u673a\u6784\u53ef\u4ee5\u63d0\u4f9b\u7ed3\u6784\u5316\u3001\u6309\u9700\u7684\u6559\u80b2\u548c\u57f9\u8bad\uff0c\u4f7f\u65b0\u5ba2\u6237\u80fd\u591f\u4ece\u7b2c\u4e00\u5929\u8d77\u5c31\u4e86\u89e3\u4ea7\u54c1\u3001\u638c\u63e1\u5408\u89c4\u8981\u6c42\u5e76\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u5176\u5173\u7cfb\u7684\u4ef7\u503c\u3002.<\/p>\n\n\n\n<p 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Get onboarding right, and you unlock lifetime value increases of up to 300%, revenue growth of 2.5x, and retention rates that [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":50248,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1349],"class_list":["post-49225","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-customer-onboarding"],"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>Customer Onboarding Software: Why It Matters in 2026<\/title>\n<meta name=\"description\" content=\"Explore the significance of Customer Onboarding Software in 2026. 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