{"id":49226,"date":"2026-03-06T16:33:21","date_gmt":"2026-03-06T15:33:21","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49226"},"modified":"2026-03-06T16:34:49","modified_gmt":"2026-03-06T15:34:49","slug":"%e9%9d%a2%e5%90%91%e5%8f%97%e7%9b%91%e7%ae%a1%e9%87%91%e8%9e%8d%e6%9c%ba%e6%9e%84%e7%9a%84-saas-%e5%ae%a2%e6%88%b7%e5%85%a5%e8%81%8c%e8%bd%af%e4%bb%b6","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/saas-customer-onboarding-software-for-regulated-financial-institutions\/","title":{"rendered":"\u9762\u5411\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u7684 SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-introduction\">\u5bfc\u8a00<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u5bf9\u4e8e\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u548c\u623f\u5730\u4ea7\u516c\u53f8\u7b49\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u81f3\u5173\u91cd\u8981\u3002\u91d1\u878d\u670d\u52a1\u4e1a\u5165\u804c\u7684\u98ce\u9669\u4ece\u672a\u5982\u6b64\u4e4b\u9ad8\u3002\u6839\u636e HubSpot \u7684\u6570\u636e\uff0c2025 \u5e74\uff0cB2B SaaS \u9500\u552e\u5468\u671f\u5e73\u5747\u4e3a 84 \u5929\uff0c\u4f46\u771f\u6b63\u7684\u6311\u6218\u59cb\u4e8e\u5408\u540c\u7b7e\u8ba2\u4e4b\u540e\u3002SaaS \u57fa\u51c6\u4e00\u76f4\u663e\u793a\u51fa 5-7% \u7684\u6708\u6d41\u5931\u7387\uff0c\u7814\u7a76\u8868\u660e\uff0c\u4f18\u5316\u5165\u804c\u53ef\u4ee5\u5c06\u8fd9\u4e00\u6570\u5b57\u964d\u4f4e 20-30%\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6307\u5357\u9762\u5411\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u548c\u623f\u5730\u4ea7\u516c\u53f8\u7684\u5408\u89c4\u5b98\u5458\u3001\u8fd0\u8425\u8d1f\u8d23\u4eba\u548c\u5ba2\u6237\u5165\u804c\u56e2\u961f\u3002\u6709\u6548\u7684\u5165\u804c\u8f6f\u4ef6\u5bf9\u4e8e\u964d\u4f4e\u5408\u89c4\u98ce\u9669\u3001\u52a0\u5feb\u6536\u5165\u786e\u8ba4\u548c\u63d0\u9ad8\u53d7\u76d1\u7ba1\u884c\u4e1a\u7684\u5ba2\u6237\u6ee1\u610f\u5ea6\u81f3\u5173\u91cd\u8981\u3002\u5bf9\u4e8e\u5728\u4e25\u683c\u76d1\u7ba1\u6846\u67b6\u4e0b\u8fd0\u8425\u7684\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u548c\u623f\u5730\u4ea7\u516c\u53f8\u6765\u8bf4\uff0c\u5165\u804c\u6d41\u7a0b\u662f\u5408\u89c4\u6027\u4e0e\u5ba2\u6237\u4f53\u9a8c\u7684\u7ed3\u5408\u70b9\uff0c\u4e5f\u662f\u4e24\u8005\u90fd\u53ef\u80fd\u51fa\u73b0\u4e25\u91cd\u5931\u8bef\u7684\u5730\u65b9\u3002\u53d7\u76d1\u7ba1\u884c\u4e1a\u4e2d\u7684 SaaS \u4f01\u4e1a\u548c SaaS \u516c\u53f8\u9762\u4e34\u7740\u72ec\u7279\u7684\u5165\u804c\u6311\u6218\uff0c\u56e0\u4e3a\u5b83\u4eec\u5fc5\u987b\u5728\u4e25\u683c\u7684\u5408\u89c4\u8981\u6c42\u4e0e\u65e0\u7f1d\u7684\u5ba2\u6237\u4f53\u9a8c\u4e4b\u95f4\u53d6\u5f97\u5e73\u8861\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6307\u5357\u4e13\u95e8\u5173\u6ce8\u9762\u5411\u53d7\u76d1\u7ba1\u884c\u4e1a\u7684 SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u3002\u6211\u4eec\u8ba8\u8bba\u7684\u4e0d\u662f\u901a\u7528\u7684\u9879\u76ee\u7ba1\u7406\u5de5\u5177\u6216\u9762\u5411\u6d88\u8d39\u8005\u7684\u5e94\u7528\u7a0b\u5e8f\u6f14\u7ec3\u3002\u6211\u4eec\u89e3\u51b3\u7684\u662f\uff0c\u5c06 B2B \u5ba2\u6237\uff08\u65e0\u8bba\u662f\u9ad8\u51c0\u503c\u4e2a\u4eba\u3001\u4f01\u4e1a\u94f6\u884c\u5ba2\u6237\u8fd8\u662f\u673a\u6784\u6295\u8d44\u8005\uff09\u4ece\u7b7e\u7f72\u5408\u540c\u5230\u5b9e\u73b0\u9996\u6b21\u53ef\u8861\u91cf\u4ef7\u503c\u7684\u590d\u6742\u3001\u5408\u89c4\u8981\u6c42\u9ad8\u7684\u6d41\u7a0b\u3002InvestGlass\uff0c\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> \u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\uff0c\u6b63\u662f\u4e3a\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u4fdd\u9669\u516c\u53f8\u3001\u623f\u5730\u4ea7\u5b9e\u4f53\u548c\u516c\u5171\u90e8\u95e8\u7b49\u884c\u4e1a\u800c\u4e13\u95e8\u6253\u9020\u7684\u3002\u6b63\u786e\u7684\u5165\u804c\u5de5\u5177\u5bf9\u4e8e\u7b80\u5316\u56e2\u961f\u548c\u5ba2\u6237\u7684\u5165\u804c\u6d41\u7a0b\u3001\u786e\u4fdd\u76f4\u89c2\u7684\u5de5\u4f5c\u6d41\u7a0b\u548c\u9ad8\u6548\u7684\u534f\u4f5c\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=\"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\">\u91d1\u878d\u670d\u52a1\u4e1a\u7684\u5165\u804c\u57f9\u8bad\u4e0d\u5230\u4f4d\u4f1a\u5e26\u6765\u6709\u5f62\u7684\u76d1\u7ba1\u548c\u6536\u5165\u98ce\u9669\u3002\u4e0d\u5408\u683c\u7684 KYC\uff08\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff09\u68c0\u67e5\u4f1a\u5f15\u53d1 FINMA\uff08\u745e\u58eb\u91d1\u878d\u5e02\u573a\u76d1\u7ba1\u5c40\uff09\u7684\u67e5\u8be2\u3002\u7f13\u6162\u7684\u8d26\u6237\u5f00\u7acb\u4f1a\u5c06 AUM\uff08\u7ba1\u7406\u8d44\u4ea7\uff09\u9884\u8ba2\u63a8\u8fdf\u5230\u4e0b\u4e00\u5b63\u5ea6\u3002\u9519\u8fc7 MiFID II\uff08\u300a\u91d1\u878d\u5de5\u5177\u5e02\u573a\u6307\u4ee4 II\u300b\uff09\u9002\u5f53\u6027\u8bc4\u4f30\u4f1a\u4f7f\u516c\u53f8\u9762\u4e34\u7f5a\u6b3e\u548c\u5ba2\u6237\u6295\u8bc9\u3002\u79c1\u4eba\u94f6\u884c\u5ba2\u6237\u7684\u4eba\u5de5 KYC \u6d41\u7a0b\u53ef\u80fd\u957f\u8fbe 15-20 \u4e2a\u5de5\u4f5c\u65e5\uff0c\u800c\u6570\u5b57\u6d41\u7a0b\u53ea\u9700 2-3 \u5929\u3002\u8d22\u5bcc\u7ba1\u7406\u5173\u7cfb\u901a\u5e38\u6301\u7eed 10-20 \u5e74\uff0c\u5165\u804c\u8fc7\u7a0b\u4e2d\u7684\u7b2c\u4e00\u5370\u8c61\u4e3a\u63a5\u4e0b\u6765\u7684\u4e00\u5207\u5960\u5b9a\u4e86\u57fa\u8c03\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u662f 2024-2026 \u5e74\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u9009\u62e9\u3001\u5b9e\u65bd\u548c\u4f18\u5316 SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u7684\u5b9e\u7528\u8f6f\u4ef6\u6307\u5357\u3002\u6211\u4eec\u5c06\u4ecb\u7ecd\u57fa\u672c\u529f\u80fd\u3001\u5b9e\u9645\u5de5\u4f5c\u6d41\u7a0b\u3001\u6700\u4f73\u5b9e\u8df5\uff0c\u4ee5\u53ca InvestGlass \u975e\u5e38\u9002\u5408\u4f18\u5148\u8003\u8651\u745e\u58eb\u6570\u636e\u4e3b\u6743\u548c\u7efc\u5408\u91d1\u878d\u5de5\u4f5c\u6d41\u7a0b\u7684\u673a\u6784\u7684\u5177\u4f53\u529f\u80fd\u3002\u9009\u62e9\u80fd\u591f\u7b80\u5316\u56e2\u961f\u548c\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u7684\u5165\u804c\u8f6f\u4ef6\uff0c\u5bf9\u4e8e\u63d0\u9ad8\u7528\u6237\u53c2\u4e0e\u5ea6\u548c\u52a0\u5feb\u5b9e\u73b0\u4ef7\u503c\u7684\u65f6\u95f4\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-glossary-and-regulatory-background\">\u672f\u8bed\u8868\u548c\u76d1\u7ba1\u80cc\u666f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6df1\u5165\u63a2\u8ba8\u7ec6\u8282\u4e4b\u524d\uff0c\u8fd9\u91cc\u7b80\u8981\u4ecb\u7ecd\u4e00\u4e0b\u4e0e\u91d1\u878d\u670d\u52a1\u4e1a\u5165\u804c\u76f8\u5173\u7684\u5173\u952e\u672f\u8bed\u548c\u76d1\u7ba1\u6846\u67b6\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>KYC\uff08\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff09\uff1a<\/strong> \u7528\u4e8e\u6838\u5b9e\u5ba2\u6237\u8eab\u4efd\u548c\u8bc4\u4f30\u4e1a\u52a1\u5173\u7cfb\u4e2d\u6f5c\u5728\u975e\u6cd5\u610f\u56fe\u98ce\u9669\u7684\u76d1\u7ba1\u7a0b\u5e8f\u3002.<\/li>\n\n\n\n<li><strong>UBO\uff08\u6700\u7ec8\u5b9e\u76ca\u62e5\u6709\u4eba\uff09\uff1a<\/strong> \u6700\u7ec8\u62e5\u6709\u6216\u63a7\u5236\u5ba2\u6237\u7684\u4e2a\u4eba\uff0c\u5c24\u5176\u4e0e\u4f01\u4e1a\u548c\u673a\u6784\u5ba2\u6237\u76f8\u5173\u3002.<\/li>\n\n\n\n<li><strong>MiFID II\uff08\u300a\u91d1\u878d\u5de5\u5177\u5e02\u573a\u6307\u4ee4 II\u300b\uff09\uff1a<\/strong> \u6b27\u76df\u7acb\u6cd5\uff0c\u76d1\u7ba1\u5411\u5ba2\u6237\u63d0\u4f9b\u4e0e\u91d1\u878d\u5de5\u5177\u76f8\u5173\u670d\u52a1\u7684\u516c\u53f8\uff0c\u91cd\u70b9\u662f\u900f\u660e\u5ea6\u548c\u6295\u8d44\u8005\u4fdd\u62a4\u3002.<\/li>\n\n\n\n<li><strong>FATCA\/CRS\uff08\u300a\u5916\u56fd\u8d26\u6237\u7a0e\u6536\u9075\u4ece\u6cd5\u6848\u300b\/\u300a\u901a\u7528\u62a5\u544a\u6807\u51c6\u300b\uff09\uff1a<\/strong> \u56fd\u9645\u7a0e\u52a1\u62a5\u544a\u548c\u4fe1\u606f\u4ea4\u6d41\u6807\u51c6\uff0c\u4ee5\u9632\u6b62\u9003\u7a0e\u3002.<\/li>\n\n\n\n<li><strong>AML\uff08\u53cd\u6d17\u94b1\uff09\uff1a<\/strong> \u65e8\u5728\u9632\u6b62\u72af\u7f6a\u5206\u5b50\u5c06\u975e\u6cd5\u83b7\u5f97\u7684\u8d44\u91d1\u4f2a\u88c5\u6210\u5408\u6cd5\u6536\u5165\u7684\u6cd5\u5f8b\u548c\u7a0b\u5e8f\u3002.<\/li>\n\n\n\n<li><strong>AMLD5\/6\uff08\u7b2c 5\/6 \u53f7\u53cd\u6d17\u94b1\u6307\u4ee4\uff09\uff1a<\/strong> \u6b27\u76df\u52a0\u5f3a\u91d1\u878d\u673a\u6784\u5c3d\u804c\u8c03\u67e5\u548c\u62a5\u544a\u8981\u6c42\u7684\u6307\u4ee4\u3002.<\/li>\n\n\n\n<li><strong>FINMA\uff1a<\/strong> \u745e\u58eb\u91d1\u878d\u5e02\u573a\u76d1\u7ba1\u5c40\uff0c\u8d1f\u8d23\u745e\u58eb\u7684\u91d1\u878d\u76d1\u7ba1\u3002.<\/li>\n\n\n\n<li><strong>\u5ba2\u6237\u5165\u804c\uff1a<\/strong> \u4e3a\u65b0\u5ba2\u6237\u63d0\u4f9b\u4ece\u5408\u540c\u7b7e\u7f72\u5230\u9996\u6b21\u53ef\u8861\u91cf\u4ef7\u503c\u7684\u7aef\u5230\u7aef\u6d41\u7a0b\uff0c\u5305\u62ec KYC\u3001\u4ea7\u54c1\u8bbe\u7f6e\u548c\u5173\u7cfb\u5efa\u7acb\u3002.<\/li>\n\n\n\n<li><strong>\u7528\u6237\u5165\u804c\uff1a<\/strong> \u6307\u5bfc\u4e2a\u4eba\u7528\u6237\uff08\u901a\u5e38\u662f\u5ba2\u6237\u7ec4\u7ec7\u5185\u7684\u7528\u6237\uff09\u5b8c\u6210\u521d\u59cb\u4ea7\u54c1\u6fc0\u6d3b\u548c\u529f\u80fd\u91c7\u7528\u7684\u8fc7\u7a0b\u3002.<\/li>\n\n\n\n<li><strong>\u6570\u5b57 KYC\uff1a<\/strong> \u4f7f\u7528\u6570\u5b57\u5de5\u5177\u548c\u5de5\u4f5c\u6d41\u7a0b\u6765\u81ea\u52a8\u5316\u548c\u7b80\u5316 KYC \u6d41\u7a0b\u3002.<\/li>\n<\/ul>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-saas-customer-onboarding-software\">\u4ec0\u4e48\u662f SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u662f\u4e00\u4e2a\u57fa\u4e8e\u4e91\u7684\u5e73\u53f0\uff0c\u65e8\u5728\u5f15\u5bfc\u65b0\u7684 B2B \u5ba2\u6237\u4ece\u5408\u540c\u7b7e\u7f72\u5230\u5b9e\u73b0\u9996\u6b21\u53ef\u8861\u91cf\u4ef7\u503c\uff0c\u65e0\u8bba\u662f\u4ea7\u54c1\u6fc0\u6d3b\u3001\u4efb\u52a1\u5b8c\u6210\uff0c\u8fd8\u662f\u9996\u6b21\u767b\u5f55\u6216\u529f\u80fd\u91c7\u7528\u7b49\u53c2\u4e0e\u91cc\u7a0b\u7891\u3002\u5b9e\u8df5\u4e2d\uff0c\u8fd9\u4e9b\u5165\u804c\u5de5\u5177\u53ef\u81ea\u52a8\u5316\u4efb\u52a1\u5206\u914d\uff0c\u901a\u8fc7\u95e8\u6237\u548c\u81ea\u52a8\u7535\u5b50\u90ae\u4ef6\u4fc3\u8fdb\u5ba2\u6237\u6c9f\u901a\uff0c\u7ba1\u7406\u6587\u4ef6\u6536\u96c6\uff08\u5305\u62ec\u8868\u5355\u548c\u6570\u5b57\u7b7e\u540d\uff09\uff0c\u5e76\u8ddf\u8e2a\u4e0e\u9884\u5b9a\u91cc\u7a0b\u7891\u76f8\u5173\u7684\u5165\u804c\u8fdb\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9996\u6b21\u63d0\u53ca\u7684\u5173\u952e\u5b9a\u4e49\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>KYC\uff08\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff09\uff1a<\/strong> \u6838\u5b9e\u5ba2\u6237\u8eab\u4efd\u548c\u8bc4\u4f30\u98ce\u9669\u7684\u76d1\u7ba1\u7a0b\u5e8f\u3002.<\/li>\n\n\n\n<li><strong>UBO\uff08\u6700\u7ec8\u5b9e\u76ca\u62e5\u6709\u4eba\uff09\uff1a<\/strong> \u6700\u7ec8\u62e5\u6709\u6216\u63a7\u5236\u516c\u53f8\u6216\u8d26\u6237\u7684\u4eba\u3002.<\/li>\n\n\n\n<li><strong>MiFID II\uff08\u300a\u91d1\u878d\u5de5\u5177\u5e02\u573a\u6307\u4ee4 II\u300b\uff09\uff1a<\/strong> \u6b27\u76df\u91d1\u878d\u5e02\u573a\u900f\u660e\u5ea6\u548c\u6295\u8d44\u8005\u4fdd\u62a4\u6761\u4f8b\u3002.<\/li>\n\n\n\n<li><strong>FATCA\/CRS\uff08\u300a\u5916\u56fd\u8d26\u6237\u7a0e\u6536\u9075\u4ece\u6cd5\u6848\u300b\/\u300a\u901a\u7528\u62a5\u544a\u6807\u51c6\u300b\uff09\uff1a<\/strong> \u56fd\u9645\u7a0e\u52a1\u62a5\u544a\u6807\u51c6\u3002.<\/li>\n\n\n\n<li><strong>AML\uff08\u53cd\u6d17\u94b1\uff09\uff1a<\/strong> \u9632\u6b62\u6d17\u94b1\u7684\u6cd5\u5f8b\u548c\u7a0b\u5e8f\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-relationship-between-customer-onboarding-user-onboarding-and-digital-kyc\">\u5ba2\u6237\u5165\u804c\u3001\u7528\u6237\u5165\u804c\u548c\u6570\u5b57 KYC \u4e4b\u95f4\u7684\u5173\u7cfb<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5ba2\u6237\u5165\u804c\uff1a<\/strong> \u6307\u6574\u5408\u65b0\u5ba2\u6237\u7ec4\u7ec7\u7684\u6574\u4f53\u6d41\u7a0b\uff0c\u5305\u62ec\u5408\u89c4\u6027\u3001\u6587\u6863\u548c\u4ea7\u54c1\u8bbe\u7f6e\u3002.<\/li>\n\n\n\n<li><strong>\u7528\u6237\u5165\u804c\uff1a<\/strong> \u91cd\u70b9\u5173\u6ce8\u5ba2\u6237\u7ec4\u7ec7\u5185\u7684\u4e2a\u4eba\u7528\u6237\uff0c\u6307\u5bfc\u4ed6\u4eec\u4e86\u89e3\u4ea7\u54c1\u529f\u80fd\u548c\u521d\u6b65\u4f7f\u7528\u65b9\u6cd5\u3002.<\/li>\n\n\n\n<li><strong>\u6570\u5b57 KYC\uff1a<\/strong> \u5165\u804c\u670d\u52a1\u7684\u4e00\u4e2a\u5b50\u96c6\uff0c\u4e13\u95e8\u5904\u7406\u5ba2\u6237\u8eab\u4efd\u7684\u6570\u5b57\u9a8c\u8bc1\u548c\u76d1\u7ba1\u68c0\u67e5\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5165\u804c\u5de5\u5177\u548c\u7528\u6237\u5165\u804c\u5de5\u5177\u4e13\u95e8\u8bbe\u8ba1\u7528\u4e8e\u81ea\u52a8\u5316\u548c\u7b80\u5316\u5ba2\u6237\u548c\u7528\u6237\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u63d0\u9ad8\u53c2\u4e0e\u5ea6\u5e76\u52a0\u5feb\u5b9e\u73b0\u4ef7\u503c\u7684\u65f6\u95f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u91d1\u878d\u673a\u6784\u800c\u8a00\uff0c\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u4e0e\u5176\u4ed6\u884c\u4e1a\u4e0d\u540c\u3002\u4f8b\u5982<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e3a\u65b0\u7684\u9ad8\u51c0\u503c\u4e2a\u4eba\u5ba2\u6237\u5f00\u8bbe\u6295\u8d44\u8d26\u6237<\/li>\n\n\n\n<li>\u8bbe\u7f6e\u5168\u6743\u6295\u8d44\u7ec4\u5408\u4efb\u52a1<\/li>\n\n\n\n<li>\u901a\u8fc7\u5b8c\u6574\u7684\u4e8b\u5b9e\u8c03\u67e5\u6587\u4ef6\u6fc0\u6d3b\u4fdd\u9669\u5355<\/li>\n\n\n\n<li>\u4e3a\u5177\u6709\u590d\u6742 UBO \u7ed3\u6784\u7684\u4f01\u4e1a\u94f6\u884c\u5ba2\u6237\u63d0\u4f9b\u5165\u804c\u670d\u52a1<\/li>\n\n\n\n<li>\u6574\u5408 <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\">\u5916\u90e8\u8d44\u4ea7\u7ecf\u7406<\/a> \u8fdb\u5165\u6258\u7ba1\u5e73\u53f0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0e Asana \u6216 Trello \u7b49\u901a\u7528\u9879\u76ee\u7ba1\u7406\u5de5\u5177\u6216 Excel \u7b49\u7535\u5b50\u8868\u683c\u4e0d\u540c\uff0c\u5165\u804c\u8f6f\u4ef6\u662f\u4e13\u4e3a\u91cd\u590d\u6027\u5ba2\u6237\u65c5\u7a0b\u800c\u8bbe\u8ba1\u7684\u3002\u5b83\u63d0\u4f9b\u5185\u7f6e\u7684\u5ba2\u6237\u534f\u4f5c\u3001\u52a8\u6001 KYC \u6570\u636e\u91c7\u96c6\u3001\u57fa\u4e8e\u89d2\u8272\u7684\u5ba1\u6279\u548c\u5408\u89c4\u6027\u5ba1\u8ba1\u8ddf\u8e2a\uff0c\u800c\u7535\u5b50\u8868\u683c\u548c\u7535\u5b50\u90ae\u4ef6\u94fe\u6839\u672c\u65e0\u6cd5\u63d0\u4f9b\u8fd9\u4e9b\u529f\u80fd\u3002\u5165\u804c\u9879\u76ee\u53ef\u5728\u4ea4\u6613\u5b8c\u6210\u540e\u7acb\u5373\u81ea\u52a8\u89e6\u53d1\uff0c\u786e\u4fdd\u65b0\u5ba2\u6237\u7684\u987a\u5229\u8fc7\u6e21\u548c\u5165\u804c\u6d41\u7a0b\u7684\u65e0\u7f1d\u8854\u63a5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7ed3\u5408\u4e86\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001, <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> \u4e0e KYC\u3001\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u548c\u5ba2\u6237\u95e8\u6237\u96c6\u6210\u5728\u4e00\u4e2a\u745e\u58eb\u6258\u7ba1\u5e73\u53f0\u4e2d\u3002\u8fd9\u79cd\u96c6\u6210\u53ef\u5904\u7406\u6574\u4e2a\u5165\u804c\u751f\u547d\u5468\u671f\uff0c\u65e0\u9700\u5ba2\u6237\u6216\u5185\u90e8\u56e2\u961f\u5728\u4e92\u4e0d\u5173\u8054\u7684\u7cfb\u7edf\u95f4\u5207\u6362\u3002\u5165\u804c\u8f6f\u4ef6\u8fd8\u5e94\u4e0e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7b49\u73b0\u6709\u5de5\u5177\u65e0\u7f1d\u96c6\u6210\uff0c\u4ee5\u4fdd\u6301\u7edf\u4e00\u7684\u6570\u636e\u6d41\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-capabilities-of-saas-customer-onboarding-software\">SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u7684\u6838\u5fc3\u529f\u80fd<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91c7\u7528\u52a8\u6001\u8868\u5355\u548c\u6761\u4ef6\u903b\u8f91\u7684\u6570\u5b57\u5316\u5de5\u4f5c\u6d41\u7a0b\uff0c\u7528\u4e8e\u6536\u96c6 KYC\u3001\u9002\u5b9c\u6027\u548c\u6587\u4ef6\u8d44\u6599<\/li>\n\n\n\n<li>\u7528\u4e8e\u81ea\u52a9\u4e0a\u4f20\u3001\u8fdb\u5ea6\u8ddf\u8e2a\u548c\u5b89\u5168\u4fe1\u606f\u4f20\u9012\u7684\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/li>\n\n\n\n<li>\u57fa\u4e8e\u9884\u5b9a\u4e49\u89c4\u5219\u7684\u63d0\u9192\u3001\u5ba1\u6279\u548c\u4efb\u52a1\u8def\u7531\u81ea\u52a8\u5316<\/li>\n\n\n\n<li>\u7528\u4e8e\u74f6\u9888\u68c0\u6d4b\u548c\u5165\u804c\u6307\u6807\u8ddf\u8e2a\u7684\u5206\u6790\u548c\u62a5\u544a\u529f\u80fd<\/li>\n<\/ul>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-saas-customer-onboarding-is-especially-critical-for-financial-institutions\">\u4e3a\u4ec0\u4e48 SaaS \u5ba2\u6237\u5165\u804c\u5bf9\u91d1\u878d\u673a\u6784\u5c24\u4e3a\u91cd\u8981\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u662f\u4efb\u4f55\u91d1\u878d\u5ba2\u6237\u5173\u7cfb\u7684\u51b3\u5b9a\u6027\u9636\u6bb5\u3002\u5b83\u51b3\u5b9a\u4e86\u6295\u8d44\u8d26\u6237\u7684\u9996\u6b21\u4ea4\u6613\u65f6\u95f4\u3001\u4fdd\u9669\u4ea7\u54c1\u7684\u9996\u6b21\u4fdd\u5355\u65f6\u95f4\uff0c\u4ee5\u53ca\u5ba2\u6237\u4fe1\u4efb\u7684\u57fa\u7840\uff0c\u8fd9\u5c06\u5f71\u54cd\u6574\u4e2a\u5ba2\u6237\u65c5\u7a0b\u3002\u5bf9\u4e8e\u53d7\u76d1\u7ba1\u7684\u673a\u6784\u800c\u8a00\uff0c\u8fd9\u4e5f\u662f\u5728\u5f00\u59cb\u4efb\u4f55\u521b\u6536\u6d3b\u52a8\u4e4b\u524d\u5fc5\u987b\u5b8c\u6210\u7684\u76d1\u7ba1\u5ba1\u6838\u3001PEP\uff08\u653f\u6cbb\u516c\u4f17\u4eba\u7269\uff09\u7b5b\u67e5\u3001\u5236\u88c1\u68c0\u67e5\u3001\u8d22\u5bcc\u6765\u6e90\u6587\u4ef6\u548c\u9002\u5f53\u6027\u8bc4\u4f30\u7b49\u5de5\u4f5c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-drivers\">\u76d1\u7ba1\u9a71\u52a8\u56e0\u7d20<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u76d1\u7ba1\u548c\u4e1a\u52a1\u9a71\u52a8\u529b\u6b63\u5728\u52a0\u5f3a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AMLD5\/6\uff08\u53cd\u6d17\u94b1\u6307\u4ee4 5 \u548c 6\uff09\uff1a<\/strong> \u89c4\u5b9a\u52a0\u5f3a\u5bf9\u9ad8\u98ce\u9669\u5ba2\u6237\u7684\u5c3d\u804c\u8c03\u67e5\u3002. <a rel=\"noopener noreferrer\" href=\"#glossary-and-regulatory-background\" target=\"_self\">\u8fdb\u4e00\u6b65\u4e86\u89e3 AMLD5\/6<\/a><\/li>\n\n\n\n<li><strong>FINMA\uff08\u745e\u58eb\u91d1\u878d\u5e02\u573a\u76d1\u7ba1\u5c40\uff09\uff1a<\/strong> \u8981\u6c42\u745e\u58eb\u94f6\u884c\u91c7\u7528\u57fa\u4e8e\u98ce\u9669\u7684\u65b9\u6cd5\u548c\u5168\u9762\u7684\u8d22\u5bcc\u6765\u6e90\u6587\u4ef6\u3002.<\/li>\n\n\n\n<li><strong>GDPR\uff08\u300a\u4e00\u822c\u6570\u636e\u4fdd\u62a4\u6761\u4f8b\u300b\uff09\uff1a<\/strong> \u89c4\u5b9a\u6570\u636e\u6700\u5c0f\u5316\u539f\u5219\u548c\u8de8\u5883\u6570\u636e\u6d41\u9650\u5236\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u5bf9\u6bcf\u4f4d\u5ba2\u6237\u8fdb\u884c\u4eba\u5de5 KYC \u68c0\u67e5\u7684\u6210\u672c\u4e3a $50-100 \u7f8e\u5143\uff0c\u800c\u81ea\u52a8\u5316\u68c0\u67e5\u7684\u6210\u672c\u4e3a $5-10 \u7f8e\u5143\uff0c\u6bcf\u5e74\u6570\u5343\u540d\u5ba2\u6237\u7684\u5165\u804c\u6210\u672c\u76f8\u5dee\u5341\u500d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-revenue-impact\">\u5bf9\u6536\u5165\u7684\u5f71\u54cd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u63d0\u524d\u6536\u53d6\u8d39\u7528\u548c\u6267\u884c\u4ea4\u6613\uff0c\u5c06\u5f00\u6237\u65f6\u95f4\u4ece\u6570\u5468\u7f29\u77ed\u81f3\u6570\u5929\uff0c\u53ef\u5c06\u8d44\u4ea7\u7ba1\u7406\u589e\u957f\u63d0\u9ad8 15-25%\u3002\u5728\u8d22\u5bcc\u7ba1\u7406\u9886\u57df\uff0cNPS\uff08\u51c0\u4fc3\u8fdb\u8005\u5f97\u5206\uff09\u5f97\u5206\u4f1a\u56e0\u5f00\u6237\u901f\u5ea6\u7f13\u6162\u800c\u4e0b\u964d 10-25%\uff0c\u8fd9\u76f4\u63a5\u5f71\u54cd\u4e86\u65b0\u5ba2\u6237\u7684\u8f6c\u4ecb\u7387\uff0c\u800c\u53e3\u7891\u4f20\u64ad\u662f\u83b7\u53d6\u65b0\u5ba2\u6237\u7684\u91cd\u8981\u9a71\u52a8\u529b\u3002\u6839\u636e\u884c\u4e1a\u62a5\u544a\uff0c\u5165\u804c\u6267\u884c\u4e0d\u529b\u4e0e\u91d1\u878d\u79d1\u6280\u516c\u53f8\u524d 90 \u5929\u9ad8\u8fbe 40% \u7684\u5ba2\u6237\u6d41\u5931\u7387\u6709\u5173\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-expectations\">\u5ba2\u6237\u671f\u671b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u7684\u671f\u671b\u53d1\u751f\u4e86\u53d8\u5316\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026 \u5e74\u7684\u9ad8\u51c0\u503c\u4eba\u58eb\u548c\u673a\u6784\u5ba2\u6237\u5e0c\u671b\u83b7\u5f97\u79fb\u52a8\u4f18\u5148\u3001\u72b6\u6001\u66f4\u65b0\u900f\u660e\u7684\u81ea\u52a9\u670d\u52a1\u4f53\u9a8c\uff0c\u800c\u4e0d\u662f\u7535\u5b50\u90ae\u4ef6\u9644\u4ef6\u548c\u4eb2\u81ea\u7b7e\u540d\u4eea\u5f0f\u3002.<\/li>\n\n\n\n<li>\u6d41\u5931\u6210\u672c\u4f1a\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\u800c\u589e\u52a0\uff1a\u5728\u957f\u8fbe 10-20 \u5e74\u7684\u8d22\u5bcc\u7ba1\u7406\u5173\u7cfb\u4e2d\uff0c\u7531\u4e8e\u5165\u804c\u57f9\u8bad\u4e0d\u529b\u800c\u5931\u53bb\u5ba2\u6237\uff0c\u5c31\u610f\u5473\u7740\u5931\u53bb\u6570\u5341\u5e74\u7684\u8d39\u7528\u548c\u8f6c\u4ecb\u6f5c\u529b\u3002.<\/li>\n\n\n\n<li>\u8de8\u5883\u590d\u6742\u6027\u8981\u6c42\u7ed3\u6784\u5316\uff1a\u8de8\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u5ba2\u6237\u5165\u804c\u9700\u8981\u7ec6\u5206\u7684\u5de5\u4f5c\u6d41\u7a0b\uff0c\u4ee5\u4e0d\u540c\u7684\u65b9\u5f0f\u5904\u7406\u745e\u58eb\u5c45\u6c11\u548c\u8d22\u5bcc\u7ed3\u6784\u590d\u6742\u7684\u9ad8\u98ce\u9669\u8de8\u5883\u5ba2\u6237\u3002.<\/li>\n\n\n\n<li>\u5fc5\u987b\u8861\u91cf\u5165\u804c\u57f9\u8bad\u7684\u6709\u6548\u6027\uff1a\u8ddf\u8e2a\u5173\u952e\u6307\u6807\uff0c\u5982\u5b9e\u73b0\u4ef7\u503c\u7684\u65f6\u95f4\u3001\u5ba2\u6237\u6fc0\u6d3b\u7387\u3001\u5b8c\u6210\u7387\u548c\u65e9\u671f\u6ee1\u610f\u5ea6\u8bc4\u5206\uff0c\u5bf9\u4e8e\u8bc4\u4f30\u65b0\u7528\u6237\u7684\u878d\u5165\u548c\u4fdd\u7559\u60c5\u51b5\u81f3\u5173\u91cd\u8981\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u6210\u529f\u56e2\u961f\u5728\u5165\u804c\u3001\u5ba2\u6237\u53c2\u4e0e\u548c\u6301\u7eed\u652f\u6301\u65b9\u9762\u53d1\u6325\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\uff0c\u7279\u522b\u662f\u5728\u9ad8\u63a5\u89e6\u5165\u804c\u6a21\u5f0f\u4e2d\uff0c\u4e2a\u6027\u5316\u6307\u5bfc\u548c\u57f9\u8bad\u662f\u5ba2\u6237\u6210\u529f\u7684\u5173\u952e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8fc7\u6e21\uff1a<\/strong> \u5728\u6e05\u695a\u4e86\u89e3 SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u4e3a\u4f55\u81f3\u5173\u91cd\u8981\u4e4b\u540e\uff0c\u8ba9\u6211\u4eec\u6765\u770b\u770b\u5b83\u5982\u4f55\u52a0\u5feb\u91d1\u878d\u673a\u6784\u7684\u4ef7\u503c\u5b9e\u73b0\u65f6\u95f4\u548c\u6536\u5165\u786e\u8ba4\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faster-time-to-value-and-revenue-recognition\">\u66f4\u5feb\u5b9e\u73b0\u4ef7\u503c\u548c\u786e\u8ba4\u6536\u5165<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u548c\u8f6f\u4ef6\u9a71\u52a8\u7684\u5ba2\u6237\u5165\u804c\u670d\u52a1\u4e4b\u95f4\u7684\u5dee\u522b\u662f\u4ee5\u5468\u4e3a\u5355\u4f4d\uff0c\u800c\u4e0d\u662f\u4ee5\u5c0f\u65f6\u4e3a\u5355\u4f4d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-manual-vs-software-driven-onboarding\">\u4eba\u5de5\u4e0a\u5c97\u4e0e\u8f6f\u4ef6\u9a71\u52a8\u4e0a\u5c97<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u4e00\u4e2a\u5178\u578b\u7684\u79c1\u4eba <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\u5ba2\u6237\u5165\u804c<\/a> \u5728\u4eba\u5de5\u6d41\u7a0b\u4e0b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u53d1\u9001 PDF \u8868\u683c\u4f9b\u586b\u5199<\/li>\n\n\n\n<li>\u4eba\u5de5\u68c0\u67e5\u653f\u6cbb\u4eba\u7269\u548c\u5236\u88c1<\/li>\n\n\n\n<li>\u9700\u8981\u5b9e\u7269\u7b7e\u540d<\/li>\n\n\n\n<li>\u5c06\u6587\u4ef6\u91cd\u65b0\u8f93\u5165\u6838\u5fc3\u7cfb\u7edf<\/li>\n\n\n\n<li>\u5982\u679c\u4e00\u5207\u987a\u5229\uff0c15-20 \u4e2a\u5de5\u4f5c\u65e5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u4e86\u5165\u804c\u8f6f\u4ef6\uff0c\u540c\u6837\u7684\u65c5\u7a0b\u53ef\u538b\u7f29\u5230 2-3 \u5929\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5ba2\u6237\u6536\u5230\u5b89\u5168\u95e8\u6237\u94fe\u63a5<\/li>\n\n\n\n<li>\u5229\u7528\u6761\u4ef6\u903b\u8f91\u5b8c\u6210\u52a8\u6001 KYC \u8868\u5355<\/li>\n\n\n\n<li>\u76f4\u63a5\u4e0a\u4f20\u6587\u4ef6<\/li>\n\n\n\n<li>\u7535\u5b50\u7b7e\u540d\u534f\u8bae<\/li>\n\n\n\n<li>\u63a5\u6536\u81ea\u52a8\u5ba1\u6279\u8def\u7531<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728 InvestGlass \u4e2d\uff0c\u6574\u4e2a KYC \u8868\u683c\u3001\u98ce\u9669\u8bc4\u4f30\u3001MiFID II \u5408\u89c4\u6027\u95ee\u5377\u3001\u6295\u8d44\u653f\u7b56\u58f0\u660e\u548c\u6570\u5b57\u7b7e\u540d\u6d41\u7a0b\u90fd\u901a\u8fc7\u5355\u4e00\u65c5\u7a0b\u5b8c\u6210\u3002\u65b0\u7528\u6237\u4f1a\u4e0e\u4e00\u4e2a\u54c1\u724c\u95e8\u6237\u4e92\u52a8\uff0c\u800c\u4e0d\u662f\u5728\u90ae\u4ef6\u7ebf\u7a0b\u548c\u65ad\u5f00\u7684 PDF \u9644\u4ef6\u4e4b\u95f4\u6765\u56de\u5207\u6362\u3002\u5ba2\u6237\u53ef\u4ee5\u901a\u8fc7\u6e05\u6670\u7684\u5165\u804c\u8fdb\u5ea6\u6307\u793a\u5668\u5b8c\u6210\u6bcf\u4e2a\u6b65\u9aa4\uff0c\u800c\u5408\u89c4\u5b98\u53ef\u4ee5\u5b9e\u65f6\u5ba1\u6838\u6807\u8bb0\u7684\u9879\u76ee\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-revenue-impact-0\">\u5bf9\u6536\u5165\u7684\u5f71\u54cd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u6536\u5165\u7684\u5f71\u54cd\u662f\u7acb\u7aff\u89c1\u5f71\u7684\u3002\u66f4\u65e9\u5730\u5b8c\u6210\u5165\u804c\u610f\u5473\u7740\u4ea4\u6613\u66f4\u5feb\u6267\u884c\u3001\u7ba1\u7406\u8d39\u5f00\u59cb\u8ba1\u63d0\u3001\u8d44\u4ea7\u7ba1\u7406\u5728\u5f53\u5b63\u5165\u8d26\uff0c\u800c\u4e0d\u662f\u62d6\u5230\u4e0b\u4e00\u5b63\u5ea6\u3002\u5bf9\u4e8e\u6bcf\u6708\u5904\u7406\u6570\u5341\u4e2a\u65b0\u7684\u9ad8\u51c0\u503c\u5ba2\u6237\u5173\u7cfb\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6765\u8bf4\uff0c\u5c06\u5b9e\u73b0\u4ef7\u503c\u7684\u65f6\u95f4\u63d0\u524d\u4e24\u5468\u5c31\u80fd\u76f4\u63a5\u5b9e\u73b0\u6536\u5165\u786e\u8ba4\u548c\u6539\u5584\u73b0\u91d1\u6d41\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-before-and-after-comparison\">\u524d\u540e\u5bf9\u6bd4<\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u4eba\u5de5\u4e0a\u5c97<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u8f6f\u4ef6\u9a71\u52a8\u7684\u5165\u804c\u57f9\u8bad<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u53d1\u9001 PDF \u6587\u4ef6\u4ee5\u5b8c\u6210 KYC<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e26\u6709\u52a8\u6001\u8868\u683c\u7684\u5b89\u5168\u95e8\u6237\u94fe\u63a5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4eba\u5de5\u7b5b\u9009\u4e2a\u4eba\u9632\u62a4\u63aa\u65bd\/\u5236\u88c1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e26\u6709\u98ce\u9669\u6807\u8bb0\u7684\u81ea\u52a8\u7b5b\u9009<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9700\u8981\u5b9e\u7269\u7b7e\u540d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u95e8\u6237\u7f51\u7ad9\u7684\u6570\u5b57\u7535\u5b50\u7b7e\u540d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5411\u6838\u5fc3\u7cfb\u7edf\u624b\u52a8\u8f93\u5165\u6570\u636e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u96c6\u6210\u81ea\u52a8\u63a8\u9001\u6570\u636e<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>15-20 \u4e2a\u5de5\u4f5c\u65e5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>2-3 \u4e2a\u5de5\u4f5c\u65e5<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8fc7\u6e21\uff1a<\/strong> \u9664\u4e86\u52a0\u5feb\u6536\u5165\u589e\u957f\uff0c\u5165\u804c\u8f6f\u4ef6\u5728\u964d\u4f4e\u8fd0\u8425\u548c\u5408\u89c4\u98ce\u9669\u65b9\u9762\u4e5f\u53d1\u6325\u7740\u91cd\u8981\u4f5c\u7528\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-lower-operational-and-compliance-risk\">\u964d\u4f4e\u8fd0\u8425\u548c\u5408\u89c4\u98ce\u9669<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u8f6f\u4ef6\u5f3a\u5236\u6267\u884c\u624b\u52a8\u6d41\u7a0b\u7ecf\u5e38\u9057\u6f0f\u7684\u5fc5\u586b\u6b65\u9aa4\u3002PEP\u7b5b\u67e5\u3001\u5236\u88c1\u540d\u5355\u6838\u67e5\u3001\u8d22\u5bcc\u6765\u6e90\u6587\u4ef6\u3001\u9488\u5bf9\u4f01\u4e1a\u5ba2\u6237\u7684 UBO \u6536\u96c6\u2014\u2014\u5f53\u8fd9\u4e9b\u6b65\u9aa4\u88ab\u7eb3\u5165\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u65f6\uff0c\u5c31\u65e0\u6cd5\u8df3\u8fc7\u6216\u9057\u5fd8\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-automation\">\u5408\u89c4\u81ea\u52a8\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u6ee1\u8db3\u67d0\u4e9b\u6761\u4ef6\u65f6\uff0c\u5982\u98ce\u9669\u8bc4\u5206\u8d85\u8fc7\u89c4\u5b9a\u7684\u9608\u503c\u6216\u7f3a\u5c11\u5f3a\u5236\u6027\u6587\u4ef6\uff0c\u7cfb\u7edf\u4f1a\u81ea\u52a8\u5c06\u6848\u4ef6\u8f6c\u81f3\u5408\u89c4\u90e8\u95e8\u8fdb\u884c\u5ba1\u67e5\uff0c\u7136\u540e\u518d\u7ee7\u7eed\u5904\u7406\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7ef4\u62a4\u4e0d\u53ef\u66f4\u6539\u7684\u5ba1\u8ba1\u8ddf\u8e2a\uff0c\u8bb0\u5f55\u8c01\u5728\u4f55\u65f6\u6279\u51c6\u4e86\u54ea\u4e2a\u6b65\u9aa4\u4ee5\u53ca\u54ea\u4e2a\u6570\u636e\u96c6\u3002\u8fd9\u79cd\u5ba1\u8ba1\u8ddf\u8e2a\u5728 2024-2026 \u5e74\u76d1\u7ba1\u68c0\u67e5\u671f\u95f4\u8bc1\u660e\u662f\u975e\u5e38\u6709\u4ef7\u503c\u7684\uff0c\u56e0\u4e3a\u68c0\u67e5\u4eba\u5458\u5e0c\u671b\u770b\u5230\u5408\u89c4\u7a0b\u5e8f\u59cb\u7ec8\u5f97\u5230\u9075\u5faa\u7684\u4e66\u9762\u8bc1\u636e\u3002\u8be5\u5e73\u53f0\u8bb0\u5f55\u6bcf\u4e00\u6b21\u6279\u51c6\u3001\u6bcf\u4e00\u6b21\u6587\u4ef6\u4e0a\u4f20\u548c\u6bcf\u4e00\u6b21\u8868\u683c\u586b\u5199\uff0c\u4ece\u800c\u521b\u5efa FINMA\u3001AMLD6 \u548c\u5176\u4ed6\u76d1\u7ba1\u6846\u67b6\u6240\u8981\u6c42\u7684\u4e66\u9762\u8bb0\u5f55\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardization-and-error-reduction\">\u6807\u51c6\u5316\u548c\u51cf\u5c11\u8bef\u5dee<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6807\u51c6\u5316\u5165\u804c\u5de5\u4f5c\u6d41\u7a0b\u8fd8\u53ef\u4ee5\u6d88\u9664\u56e0\u6d41\u7a0b\u4e0d\u4e00\u81f4\u800c\u5bfc\u81f4\u7684\u9519\u8bef\u3002\u5f53\u5ba2\u6237\u7ecf\u7406\u5404\u81ea\u4ee5\u81ea\u5df1\u7684\u65b9\u5f0f\u5904\u7406\u5165\u804c\u6d41\u7a0b\u65f6\uff0c\u4e00\u4e9b\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u9644\u4ef6\uff0c\u53e6\u4e00\u4e9b\u901a\u8fc7\u5171\u4eab\u7f51\u7edc\u6587\u4ef6\u5939\uff0c\u8fd8\u6709\u4e00\u4e9b\u901a\u8fc7\u5b9e\u4f53\u6587\u4ef6\u6587\u4ef6\u5939\uff0c\u9519\u8bef\u5c31\u4f1a\u6210\u500d\u589e\u52a0\u3002\u6587\u4ef6\u4f1a\u4e22\u5931\uff0c\u6b65\u9aa4\u4f1a\u88ab\u8df3\u8fc7\uff0c\u7248\u672c\u63a7\u5236\u4e5f\u53d8\u5f97\u4e0d\u53ef\u80fd\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-critical-compliance-benefits\">\u5173\u952e\u5408\u89c4\u4f18\u52bf<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f3a\u5236\u6267\u884c\u7684\u5f3a\u5236\u6027\u6b65\u9aa4\u53ef\u5c06\u4e0d\u5408\u89c4\u4e8b\u4ef6\u51cf\u5c11\u591a\u8fbe 70%<\/li>\n\n\n\n<li>\u4e0d\u53ef\u66f4\u6539\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u53ef\u6ee1\u8db3\u76d1\u7ba1\u90e8\u95e8\u7684\u68c0\u67e5\u8981\u6c42<\/li>\n\n\n\n<li>\u6807\u51c6\u5316\u5de5\u4f5c\u6d41\u7a0b\u53ef\u6d88\u9664\u7248\u672c\u63a7\u5236\u9519\u8bef\u548c\u6587\u6863\u4e22\u5931\u73b0\u8c61<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8fc7\u6e21\uff1a<\/strong> \u9664\u4e86\u5408\u89c4\u6027\u548c\u8fd0\u8425\u65b9\u9762\u7684\u4f18\u52bf\u5916\uff0c\u5165\u804c\u8f6f\u4ef6\u8fd8\u80fd\u5927\u5927\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\u548c\u5173\u7cfb\u5efa\u8bbe\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-improved-client-experience-and-relationship-building\">\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u548c\u5efa\u7acb\u5173\u7cfb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u57fa\u4e8e\u95e8\u6237\u7f51\u7ad9\u7684\u73b0\u4ee3\u5316\u7528\u6237\u5165\u804c\u4f53\u9a8c\u53ef\u6539\u53d8\u5ba2\u6237\u5bf9\u5176\u65b0\u8d22\u52a1\u5173\u7cfb\u7684\u770b\u6cd5\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-portal-based-experience\">\u57fa\u4e8e\u95e8\u6237\u7684\u4f53\u9a8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u4e0d\u518d\u53d1\u9001\u9644\u5e26\u654f\u611f\u6587\u4ef6\u7684\u672a\u52a0\u5bc6\u7535\u5b50\u90ae\u4ef6\uff0c\u800c\u662f\u8bbf\u95ee\u4e00\u4e2a\u54c1\u724c\u95e8\u6237\u7f51\u7ad9\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0a\u4f20\u8eab\u4efd\u8bc1\u660e<\/li>\n\n\n\n<li>\u586b\u5199\u8c03\u67e5\u95ee\u5377<\/li>\n\n\n\n<li>\u901a\u8fc7\u6e05\u6670\u7684\u53ef\u89c6\u5316\u6307\u6807\u8ddf\u8e2a\u5165\u804c\u8fdb\u5ea6<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u8ddf\u8e2a\u5ba2\u6237\u8fdb\u5c55\uff0c\u53ef\u4ee5\u4e86\u89e3\u5ba2\u6237\u7684\u65c5\u7a0b\u548c\u5165\u804c\u72b6\u6001\uff0c\u4ece\u800c\u5b9e\u73b0\u4e3b\u52a8\u7ba1\u7406\uff0c\u63d0\u9ad8\u5ba2\u6237\u6210\u529f\u7387\u3002\u95e8\u6237\u7f51\u7ad9\u5185\u7684\u5b89\u5168\u6d88\u606f\u4f20\u9012\u53d6\u4ee3\u4e86\u5206\u6563\u7684\u7535\u5b50\u90ae\u4ef6\u7ebf\u7a0b\uff0c\u5c06\u6240\u6709\u901a\u4fe1\u90fd\u4fdd\u5b58\u5728\u4e00\u4e2a\u6587\u6863\u4f4d\u7f6e\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-meeting-modern-client-expectations\">\u6ee1\u8db3\u73b0\u4ee3\u5ba2\u6237\u7684\u671f\u671b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u5e74\u7684\u9ad8\u51c0\u503c\u4eba\u58eb\u548c\u673a\u6784\u5ba2\u6237\u671f\u671b\u66f4\u9ad8\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u53ef\u5728\u4efb\u4f55\u8bbe\u5907\u4e0a\u4f7f\u7528\u7684\u79fb\u52a8\u4f18\u5148\u754c\u9762<\/li>\n\n\n\n<li>\u81ea\u52a9\u670d\u52a1\u6e05\u5355\uff0c\u65b9\u4fbf\u4ed6\u4eec\u5b8c\u6210\u4efb\u52a1<\/li>\n\n\n\n<li>\u900f\u660e\u7684\u72b6\u6001\u66f4\u65b0\u53ef\u51c6\u786e\u663e\u793a\u5165\u804c\u60c5\u51b5\u548c\u4e0b\u4e00\u6b65\u9700\u6c42<\/li>\n\n\n\n<li>\u611f\u89c9\u5230\u81ea\u5df1\u7684\u65f6\u95f4\u53d7\u5230\u91cd\u89c6\uff0c\u800c\u4e0d\u662f\u5728\u5b98\u50da\u4e3b\u4e49\u7684\u969c\u788d\u4e2d\u5f98\u5f8a<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u5728\u63d0\u4f9b\u8fd9\u79cd\u4f53\u9a8c\u7684\u540c\u65f6\uff0c\u8fd8\u4fdd\u6301\u4e86\u745e\u58eb\u7684\u6570\u636e\u9a7b\u7559\u548c\u94f6\u884c\u7ea7\u5b89\u5168\u6027\u3002\u8be5\u5e73\u53f0\u7684\u65e0\u4ee3\u7801\u5ba2\u6237\u95e8\u6237\u53ef\u6839\u636e\u5404\u673a\u6784\u7684\u8eab\u4efd\u8fdb\u884c\u54c1\u724c\u5316\uff0c\u5e76\u652f\u6301\u591a\u79cd\u8bed\u8a00\uff0c\u4ee5\u6ee1\u8db3\u745e\u58eb\u548c\u6b27\u6d32\u94f6\u884c\u6240\u670d\u52a1\u7684\u4e0d\u540c\u5ba2\u6237\u7fa4\u7684\u9700\u6c42\u3002\u5f53\u9700\u8981\u91c7\u53d6\u884c\u52a8\u65f6\uff0c\u63a8\u9001\u901a\u77e5\u4f1a\u63d0\u9192\u5ba2\u6237\uff0c\u4ece\u800c\u51cf\u5c11\u4e86\u8ba9\u5ba2\u6237\u548c\u5ba2\u6237\u7ecf\u7406\u90fd\u611f\u5230\u6cae\u4e27\u7684\u6765\u56de\u5954\u6ce2\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-real-world-example\">\u771f\u5b9e\u6848\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u5185\u74e6\u4e00\u5bb6\u4e2d\u578b\u79c1\u4eba\u94f6\u884c\u4e8e 2025 \u5e74\u5b9e\u73b0\u4e86\u5165\u804c\u6d41\u7a0b\u7684\u73b0\u4ee3\u5316\u3002\u4ee5\u524d\uff0c\u9ad8\u51c0\u503c\u5ba2\u6237\u7684\u5165\u804c\u6d41\u7a0b\u5e73\u5747\u9700\u8981 18 \u5929\uff0c\u9700\u8981\u591a\u6b21\u9762\u8c08\u548c\u5feb\u9012\u6587\u4ef6\u3002\u5728\u5b9e\u65bd <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e6%95%b0%e5%ad%97%e5%85%a5%e8%81%8c\/\" target=\"_blank\" rel=\"noopener\" title=\"\u6570\u5b57\u5165\u804c\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"6033\">\u6570\u5b57\u5165\u804c<\/a> \u5728 40% \u8fc7\u7a0b\u4e2d\uff0c\u5e73\u5747\u5b8c\u6210\u65f6\u95f4\u964d\u81f3 5 \u5929\uff0c\u5ba2\u6237\u603b\u4f53\u6ee1\u610f\u5ea6\u5f97\u5206\u66f4\u9ad8\u3002\u8be5\u94f6\u884c\u7684\u5ba2\u6237\u7ecf\u7406\u79f0\uff0c\u4ed6\u4eec\u5728\u884c\u653f\u8ddf\u8fdb\u4e0a\u82b1\u8d39\u7684\u65f6\u95f4\u51cf\u5c11\u4e86 40%\uff0c\u4ece\u800c\u53ef\u4ee5\u4e13\u6ce8\u4e8e\u5173\u7cfb\u5efa\u8bbe\u548c\u6295\u8d44\u5efa\u8bae\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8fc7\u6e21\uff1a<\/strong> \u65e2\u7136\u6211\u4eec\u5df2\u7ecf\u63a2\u8ba8\u4e86\u5165\u804c\u8f6f\u4ef6\u7684\u5f71\u54cd\uff0c\u90a3\u4e48\u8ba9\u6211\u4eec\u56de\u987e\u4e00\u4e0b\u5728\u4e3a\u673a\u6784\u9009\u62e9\u89e3\u51b3\u65b9\u6848\u65f6\u9700\u8981\u6ce8\u610f\u7684\u5173\u952e\u529f\u80fd\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-to-look-for-in-saas-customer-onboarding-software\">SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u5e94\u5177\u5907\u7684\u4e3b\u8981\u529f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e76\u4e0d\u662f\u6240\u6709\u7684\u5165\u804c\u5de5\u5177\u90fd\u662f\u4e00\u6837\u7684\uff0c\u5c24\u5176\u662f\u5bf9\u4e8e\u5177\u6709\u590d\u6742\u7684 KYC \u8981\u6c42\u3001\u591a\u65b9\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\u548c\u4e25\u683c\u7684\u9002\u5f53\u6027\u89c4\u5219\u7684\u53d7\u76d1\u7ba1\u4f01\u4e1a\u800c\u8a00\u3002\u901a\u7528\u9879\u76ee\u7ba1\u7406\u8f6f\u4ef6\u7f3a\u4e4f\u91d1\u878d\u673a\u6784\u6240\u9700\u7684\u5408\u89c4 DNA\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-essential-feature-categories-for-financial-onboarding\">\u91d1\u878d\u5165\u804c\u5fc5\u5907\u529f\u80fd\u7c7b\u522b<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6570\u5b57\u5316 KYC \u5de5\u4f5c\u6d41\u7a0b\uff1a<\/strong> \u5e26\u6761\u4ef6\u903b\u8f91\u7684\u52a8\u6001\u8868\u683c\u3001\u81ea\u52a8\u98ce\u9669\u8bc4\u5206\u3001MiFID II \u8c03\u67e5\u8868\u3001FATCA\/CRS \u81ea\u6211\u8ba4\u8bc1\u4ee5\u53ca\u4e3a\u4f01\u4e1a\u5ba2\u6237\u6536\u96c6 UBO \u6570\u636e<\/li>\n\n\n\n<li><strong>\u7efc\u5408\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff1a<\/strong> \u94f6\u884c\u7ea7\u5ba2\u6237\u8bb0\u5f55\uff0c\u5305\u62ec\u5bb6\u5ead\u6620\u5c04\u3001\u5173\u7cfb\u8ddf\u8e2a\u3001\u591a\u8d27\u5e01\u6295\u8d44\u7ec4\u5408\u548c\u76d1\u7ba1\u5206\u7c7b<\/li>\n\n\n\n<li><strong>\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\uff1a<\/strong> \u5177\u6709\u5b89\u5168\u6587\u4ef6\u4e0a\u4f20\u3001\u8fdb\u5ea6\u8ddf\u8e2a\u3001\u7535\u5b50\u7b7e\u540d\u548c\u591a\u8bed\u79cd\u652f\u6301\u529f\u80fd\u7684\u81ea\u52a9\u5f0f\u5165\u804c\u754c\u9762<\/li>\n\n\n\n<li><strong>\u81ea\u52a8\u5316\u548c\u64cd\u4f5c\u624b\u518c\uff1a<\/strong> \u5e26\u6709\u6761\u4ef6\u89e6\u53d1\u5668\u3001\u81ea\u52a8\u63d0\u9192\u548c\u5ba1\u6279\u5de5\u4f5c\u6d41\u7684\u6807\u51c6\u5316\u6a21\u677f<\/li>\n\n\n\n<li><strong>\u5b66\u4e60\u7ba1\u7406\u7cfb\u7edf\u96c6\u6210\uff1a<\/strong> \u901a\u8fc7\u7535\u5b50\u5b66\u4e60\u5185\u5bb9\uff0c\u5305\u62ec\u6df7\u5408\u5b66\u4e60\u548c\u79fb\u52a8\u5b66\u4e60\u9009\u9879\uff0c\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u5165\u804c\u4f53\u9a8c\uff0c\u4ee5\u63d0\u9ad8\u7528\u6237\u53c2\u4e0e\u5ea6\u548c\u91cf\u8eab\u5b9a\u5236\u7684\u57f9\u8bad<\/li>\n\n\n\n<li><strong>\u4ea7\u54c1\u5206\u6790\u5de5\u5177\uff1a<\/strong> \u6355\u6349\u5e76\u5206\u6790\u5165\u804c\u671f\u95f4\u7684\u7528\u6237\u884c\u4e3a\u6570\u636e\uff0c\u91cd\u70b9\u5173\u6ce8\u5173\u952e\u6fc0\u6d3b\u4e8b\u4ef6\uff0c\u4ee5\u63d0\u9ad8\u53c2\u4e0e\u5ea6\u5e76\u7f29\u77ed\u5b9e\u73b0\u4ef7\u503c\u7684\u65f6\u95f4<\/li>\n\n\n\n<li><strong>\u5206\u6790\u548c\u53c2\u4e0e\u8ddf\u8e2a\uff1a<\/strong> \u6709\u5173\u5165\u804c\u5b8c\u6210\u65f6\u95f4\u3001\u9000\u51fa\u7387\u3001\u74f6\u9888\u8bc6\u522b\u548c\u7528\u6237\u53c2\u4e0e\u6a21\u5f0f\u7684\u6307\u6807<\/li>\n\n\n\n<li><strong>\u5b89\u5168\u548c\u6570\u636e\u4e3b\u6743\uff1a<\/strong> \u745e\u58eb\u6216\u6b27\u76df\u6258\u7ba1\u9009\u9879\u3001\u5185\u90e8\u90e8\u7f72\u529f\u80fd\u3001\u9759\u6001\u548c\u4f20\u8f93\u52a0\u5bc6\u4ee5\u53ca\u57fa\u4e8e\u89d2\u8272\u7684\u7ec6\u7c92\u5ea6\u8bbf\u95ee\u63a7\u5236<\/li>\n\n\n\n<li><strong>\u6574\u5408\u80fd\u529b\uff1a<\/strong> \u8fde\u63a5\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u6587\u4ef6\u7ba1\u7406\u548c\u7535\u5b50\u7b7e\u540d\u63d0\u4f9b\u5546\u7684 REST API<\/li>\n\n\n\n<li><strong>\u4eba\u5de5\u667a\u80fd\u52a9\u529b\uff1a<\/strong> \u98ce\u9669\u8bc4\u5206\u3001\u8868\u683c\u9884\u586b\u3001\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8\u5efa\u8bae\u548c\u81ea\u52a8\u6587\u4ef6\u5206\u7c7b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8fc7\u6e21\uff1a<\/strong> \u8003\u8651\u5230\u8fd9\u4e9b\u529f\u80fd\uff0c\u8ba9\u6211\u4eec\u770b\u770b InvestGlass \u5982\u4f55\u7b80\u5316\u53d7\u76d1\u7ba1\u884c\u4e1a\u7684 SaaS \u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-investglass-streamlines-saas-customer-onboarding-for-regulated-industries\">InvestGlass \u5982\u4f55\u4e3a\u53d7\u76d1\u7ba1\u884c\u4e1a\u7b80\u5316 SaaS \u5ba2\u6237\u5165\u804c\u6d41\u7a0b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e00\u4e2a\u4e00\u4f53\u5316\u7684\u745e\u58eb SaaS \u5e73\u53f0\uff0c\u4e13\u4e3a\u91d1\u878d\u5ba2\u6237\u7684\u5165\u804c\u548c\u751f\u547d\u5468\u671f\u7ba1\u7406\u800c\u6253\u9020\u3002\u4e00\u822c\u7684\u5165\u804c\u6216\u9879\u76ee\u5de5\u5177\u9700\u8981\u9488\u5bf9\u89c4\u8303\u7528\u4f8b\u8fdb\u884c\u5927\u91cf\u5b9a\u5236\uff0c\u800c InvestGlass \u5219\u4e0d\u540c\uff0c\u5b83\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6570\u5b57\u5165\u804c\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7ed3\u5408\u5728\u4e00\u8d77\u3001, <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=\"6034\">\u5e02\u573a\u8425\u9500<\/a> \u81ea\u52a8\u5316\u548c\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u7684\u5355\u4e00\u96c6\u6210\u5e73\u53f0\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integration-across-the-client-lifecycle\">\u6574\u5408\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u6b21\u6574\u5408\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u91d1\u878d\u5ba2\u6237\u7684\u5165\u804c\u6d41\u7a0b\u5e76\u975e\u5b64\u7acb\u4e8b\u4ef6\uff0c\u800c\u662f\u591a\u5e74\u6765\u6db5\u76d6\u4ea7\u54c1\u3001\u670d\u52a1\u548c\u5173\u7cfb\u7684\u5f00\u7aef\u3002\u5165\u804c\u8fc7\u7a0b\u4e2d\u6355\u83b7\u7684\u6570\u636e\u5fc5\u987b\u65e0\u7f1d\u5730\u6d41\u5165\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u8425\u9500\u6d3b\u52a8\u3001\u5b9a\u671f\u5ba1\u67e5\u548c\u76d1\u7ba1\u62a5\u544a\u3002\u501f\u52a9 InvestGlass\uff0c\u53ef\u4ee5\u5728\u9500\u552e\u6d41\u7a0b\u7ed3\u675f\u540e\u7acb\u5373\u81ea\u52a8\u5316\u5e76\u89e6\u53d1\u5165\u804c\u6d41\u7a0b\u9879\u76ee\uff0c\u786e\u4fdd\u4e3a\u65b0\u5ba2\u6237\u63d0\u4f9b\u65e0\u7f1d\u7684\u8fc7\u6e21\uff0c\u5e76\u5b9e\u73b0\u4ece\u9500\u552e\u5230\u5165\u804c\u7684\u8fde\u7eed\u6027\u3002\u5f53\u8fd9\u4e9b\u529f\u80fd\u5206\u6563\u5728\u4e0d\u540c\u7684\u7cfb\u7edf\u4e2d\u65f6\uff0c\u5c31\u4f1a\u51fa\u73b0\u6570\u636e\u5b64\u5c9b\uff0c\u624b\u52a8\u91cd\u590d\u5f55\u5165\u4f1a\u5f15\u5165\u9519\u8bef\uff0c\u5e76\u4e14\u5ba2\u6237\u4f53\u9a8c\u4f1a\u53d7\u5230\u5f71\u54cd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-typical-onboarding-journey-in-investglass\">InvestGlass \u5178\u578b\u7684\u5165\u804c\u6d41\u7a0b<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-1-from-lead-capture-to-qualified-prospect-in-the-crm\">1.\u4ece\u6355\u83b7\u7ebf\u7d22\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u7684\u5408\u683c\u6f5c\u5728\u5ba2\u6237<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u6f5c\u5728\u5ba2\u6237\u901a\u8fc7\u591a\u79cd\u6e20\u9053\u5230\u8fbe\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7f51\u7ad9\u8868\u683c<\/li>\n\n\n\n<li>\u8f6c\u4ecb\u8ba1\u5212<\/li>\n\n\n\n<li>\u4ea4\u6d41\u6d3b\u52a8<\/li>\n\n\n\n<li>\u6570\u5b57\u8425\u9500\u6d3b\u52a8<\/li>\n\n\n\n<li>\u76f4\u63a5\u5916\u8054<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u76f4\u63a5\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u6355\u83b7\u8fd9\u4e9b\u6f5c\u5728\u5ba2\u6237\uff0c\u5e76\u5c06\u6bcf\u4e2a\u6f5c\u5728\u5ba2\u6237\u4e0e\u6765\u6e90\u548c\u63d0\u4f9b\u7684\u4efb\u4f55\u521d\u59cb\u4fe1\u606f\u76f8\u5173\u8054\u3002\u5e02\u573a\u8425\u9500\u7cfb\u7edf\u548c\u9500\u552e\u6d41\u7a0b\u4e4b\u95f4\u4e0d\u4f1a\u51fa\u73b0\u6f0f\u6d1e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8425\u9500\u81ea\u52a8\u5316\u6839\u636e\u4e2a\u4eba\u8d44\u6599\u7279\u5f81\u548c\u53c2\u4e0e\u5ea6\u5bf9\u6f5c\u5728\u5ba2\u6237\u8fdb\u884c\u8bc4\u5206\u3002\u6765\u81ea\u82cf\u9ece\u4e16\u3001\u5bf9\u81ea\u4e3b\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8868\u73b0\u51fa\u5174\u8da3\u7684\u9ad8\u51c0\u503c\u4eba\u58eb (HNWI) \u7684\u6f5c\u5728\u5ba2\u6237\uff0c\u5176\u8bc4\u5206\u5c06\u9ad8\u4e8e\u54a8\u8be2\u57fa\u672c\u50a8\u84c4\u4ea7\u54c1\u7684\u96f6\u552e\u5ba2\u6237\u3002\u6f5c\u5728\u5ba2\u6237\u8bc4\u5206\u4f1a\u89e6\u53d1\u9002\u5f53\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u9ad8\u4ef7\u503c\u6f5c\u5728\u5ba2\u6237\u4f1a\u88ab\u5206\u914d\u7ed9\u8d44\u6df1\u5ba2\u6237\u7ecf\u7406\uff0c\u5e76\u63d0\u4f9b\u7ec6\u81f4\u5468\u5230\u7684\u5165\u804c\u670d\u52a1\uff0c\u800c\u666e\u901a\u5ba2\u6237\u5219\u901a\u8fc7\u66f4\u81ea\u52a8\u5316\u7684\u6d41\u7a0b\u8fdb\u884c\u8ddf\u8fdb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u6709\u7684\u6c9f\u901a\u5386\u53f2\u8bb0\u5f55\u3001\u7535\u5b50\u90ae\u4ef6\u3001\u7535\u8bdd\u3001\u4f1a\u8bae\u8bb0\u5f55\u90fd\u5b58\u50a8\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8bb0\u5f55\u4e2d\uff0c\u5728\u6b63\u5f0f\u7684 KYC \u5f00\u59cb\u4e4b\u524d\u4fdd\u5b58\u4e0a\u4e0b\u6587\u3002\u5f53\u6f5c\u5728\u5ba2\u6237\u8f6c\u4e3a\u6b63\u5f0f\u5165\u804c\u65f6\uff0c\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u5c31\u80fd\u5168\u9762\u4e86\u89e3\u4e4b\u524d\u7684\u4e92\u52a8\u548c\u6240\u8868\u8fbe\u7684\u504f\u597d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65c5\u7a0b\u8303\u4f8b\uff1a<\/strong>\u4e00\u4f4d\u6f5c\u5728\u5ba2\u6237\u4ece\u516c\u53f8\u7f51\u7ad9\u4e0b\u8f7d\u4e86\u4e00\u4efd\u5173\u4e8e\u53ef\u6301\u7eed\u6295\u8d44\u7684\u767d\u76ae\u4e66\uff0c\u5e76\u63d0\u4f9b\u4e86\u8054\u7cfb\u4fe1\u606f\u548c\u8d85\u8fc7 100 \u4e07\u745e\u58eb\u6cd5\u90ce\u7684\u53ef\u6295\u8d44\u8d44\u4ea7\u3002\u8425\u9500\u81ea\u52a8\u5316\u5c06\u5176\u6807\u8bb0\u4e3a\u5408\u683c\u6f5c\u5728\u5ba2\u6237\uff0c\u53d1\u9001\u57f9\u80b2\u7535\u5b50\u90ae\u4ef6\u5e8f\u5217\uff0c\u5e76\u63d0\u9192\u76f8\u5e94\u7684\u6ce8\u518c\u7ecf\u7406\u56e2\u961f\u3002\u5f53\u6f5c\u5728\u5ba2\u6237\u56de\u590d\u8868\u793a\u6709\u5174\u8da3\u5f00\u7acb\u8d26\u6237\u65f6\uff0cRM \u5c06\u542f\u52a8\u6b63\u5f0f\u7684\u5165\u804c\u7a0b\u5e8f\uff0c\u5168\u9762\u4e86\u89e3\u6f5c\u5728\u5ba2\u6237\u7684\u5174\u8da3\u548c\u80cc\u666f\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-2-digital-onboarding-and-kyc-in-a-single-flow\">2.\u5355\u4e00\u6d41\u7a0b\u4e2d\u7684\u6570\u5b57\u5316\u5165\u804c\u548c KYC<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">2026 \u5e74\u7684\u6570\u5b57\u5316\u5165\u804c\u4e4b\u65c5\u5c06\u4ece\u5ba2\u6237\u6536\u5230\u5176\u4e2a\u6027\u5316\u95e8\u6237\u7f51\u7ad9\u7684\u5b89\u5168\u94fe\u63a5\u5f00\u59cb\u3002\u5728\u95e8\u6237\u7f51\u7ad9\u4e2d\uff0c\u4ed6\u4eec\u4f1a\u9047\u5230\u4e00\u4e2a\u5f15\u5bfc\u5f0f\u4f53\u9a8c\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e2a\u4eba\u4fe1\u606f\u6536\u96c6<\/li>\n\n\n\n<li>\u4e0a\u4f20\u8eab\u4efd\u8bc1\u4ef6<\/li>\n\n\n\n<li>\u63d0\u4ea4\u5730\u5740\u8bc1\u660e<\/li>\n\n\n\n<li>\u7a0e\u52a1\u5c45\u6c11\u8eab\u4efd\u548c FATCA\/CRS \u81ea\u6211\u8ba4\u8bc1<\/li>\n\n\n\n<li>\u98ce\u9669\u6982\u51b5\u8c03\u67e5\u8868<\/li>\n\n\n\n<li>\u6295\u8d44\u9002\u5b9c\u6027\u8bc4\u4f30<\/li>\n\n\n\n<li>\u6cd5\u5f8b\u534f\u8bae\u5ba1\u67e5\u548c\u7535\u5b50\u7b7e\u540d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5728\u6574\u4e2a\u6d41\u7a0b\u4e2d\u5e94\u7528\u89c4\u5219\u6765\u6807\u8bb0\u9700\u8981\u5408\u89c4\u5173\u6ce8\u7684\u4e8b\u52a1\u3002PEP \u5339\u914d\u4f1a\u89e6\u53d1\u589e\u5f3a\u7684\u5c3d\u804c\u8c03\u67e5\u5de5\u4f5c\u6d41\u7a0b\u3002\u9ad8\u98ce\u9669\u56fd\u5bb6\u6307\u793a\u4f1a\u5c06\u8f6c\u5230\u9ad8\u7ea7\u5408\u89c4\u5ba1\u67e5\u3002\u4e0d\u5b8c\u6574\u6216\u4e0d\u4e00\u81f4\u7684\u6570\u636e\u4f1a\u5728\u6848\u4ef6\u8fdb\u884c\u4e4b\u524d\u751f\u6210\u6f84\u6e05\u8bf7\u6c42\u3002\u6240\u6709\u8def\u7531\u90fd\u6839\u636e\u914d\u7f6e\u7684\u4e1a\u52a1\u89c4\u5219\u81ea\u52a8\u8fdb\u884c\uff0c\u65e0\u9700\u4eba\u5de5\u7b5b\u9009\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e0\u8bba\u662f\u8d44\u6599\u7b80\u5355\u660e\u4e86\u7684\u96f6\u552e\u5ba2\u6237\uff0c\u8fd8\u662f\u62e5\u6709\u591a\u4e2a UBO \u7684\u590d\u6742\u516c\u53f8\u7ed3\u6784\uff0c\u90fd\u8981\u9075\u5faa\u9002\u5f53\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002\u516c\u53f8\u5165\u804c\u8868\u683c\u4f1a\u8bb0\u5f55\u6bcf\u4e2a\u53d7\u76ca\u6240\u6709\u4eba\u3001\u4ed6\u4eec\u7684\u6240\u6709\u6743\u6bd4\u4f8b\u3001\u4ed6\u4eec\u7684\u4e2a\u4eba KYC \u6570\u636e\u4ee5\u53ca\u8bc1\u660e\u5b9e\u4f53\u5408\u6cd5\u6027\u7684\u516c\u53f8\u6587\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e00\u5355\u4e00\u7684\u6570\u5b57\u6d41\u7a0b\u53d6\u4ee3\u4e86\u4ee5\u524d\u9700\u8981\u7684\u591a\u5c01\u7535\u5b50\u90ae\u4ef6\u3001PDF \u9644\u4ef6\u3001\u7269\u7406\u7b7e\u540d\u548c\u624b\u52a8\u6570\u636e\u5f55\u5165\u3002\u5ba2\u6237\u53ea\u9700\u5728\u4e00\u4e2a\u95e8\u6237\u7f51\u7ad9\u4e0a\u5373\u53ef\u5b8c\u6210\u6240\u6709\u64cd\u4f5c\uff1b\u673a\u6784\u6536\u5230\u7684\u7ed3\u6784\u5316\u6570\u636e\u53ef\u968f\u65f6\u7528\u4e8e\u5408\u89c4\u5ba1\u67e5\u548c\u6838\u5fc3\u7cfb\u7edf\u96c6\u6210\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-3-white-glove-client-portal-experience-with-swiss-hosting\">3.\u745e\u58eb\u6258\u7ba1\u63d0\u4f9b\u7684 \"\u767d\u624b\u5957 \"\u5ba2\u6237\u95e8\u6237\u4f53\u9a8c<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u95e8\u6237\u7f51\u7ad9\u5c55\u793a\u4e86\u7b26\u5408\u5404\u673a\u6784\u89c6\u89c9\u8eab\u4efd\u7684\u54c1\u724c\u5316\u754c\u9762\u3002\u591a\u8bed\u8a00\u652f\u6301\u53ef\u6ee1\u8db3\u745e\u58eb\u548c\u6b27\u6d32\u5ba2\u6237\u7fa4\u7684\u9700\u6c42\uff0c\u63d0\u4f9b\u5fb7\u8bed\u3001\u6cd5\u8bed\u3001\u610f\u5927\u5229\u8bed\u3001\u82f1\u8bed\u4ee5\u53ca\u5176\u4ed6\u6240\u9700\u8bed\u8a00\u3002\u6e05\u6670\u7684\u8fdb\u5ea6\u6307\u793a\u5668\u5411\u5ba2\u6237\u51c6\u786e\u5c55\u793a\u5176\u5728\u5165\u804c\u6d41\u7a0b\u4e2d\u6240\u5904\u7684\u4f4d\u7f6e\u3001\u5df2\u5b8c\u6210\u7684\u9879\u76ee\u4ee5\u53ca\u5c1a\u5f85\u91c7\u53d6\u7684\u64cd\u4f5c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u95e8\u6237\u7f51\u7ad9\u7684\u5185\u5bb9\u4e0d\u4ec5\u9650\u4e8e KYC \u8868\u683c\u3002\u5ba2\u6237\u53ef\u4ee5\u8bbf\u95ee\u4ed6\u4eec\u7684\u5165\u804c\u6e05\u5355\u3001\u987e\u95ee\u51c6\u5907\u7684\u6295\u8d44\u5efa\u8bae\u4e66\u3001\u4e0e\u5176\u98ce\u9669\u72b6\u51b5\u76f8\u7b26\u7684\u6295\u8d44\u7ec4\u5408\u6a21\u578b\u5efa\u8bae\u3001\u653f\u7b56\u6587\u4ef6\u3001\u76d1\u7ba1\u62ab\u9732\u4ee5\u53ca\u6709\u5173\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u6559\u80b2\u5185\u5bb9\u3002\u5728\u6574\u4e2a\u5e94\u7528\u7a0b\u5e8f\u5185\u7684\u5165\u804c\u4f53\u9a8c\u4e2d\uff0c\u95e8\u6237\u7f51\u7ad9\u662f\u4e00\u4e2a\u8d44\u6e90\u4e2d\u5fc3\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u8868\u683c\u6536\u96c6\u673a\u5236\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\/2024\/05\/InvestGlass-Automation-2024-1024x701.png\" alt=\"InvestGlass KYC \u81ea\u52a8\u5316\" class=\"wp-image-40537\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass KYC \u81ea\u52a8\u5316<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u548c\u6587\u4ef6\u6258\u7ba1\u5728\u745e\u58eb\uff0c\u7b26\u5408\u9700\u8981\u745e\u58eb\u6570\u636e\u4e3b\u6743\u7684\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u8981\u6c42\u3002\u5bf9\u4e8e\u62c5\u5fc3\u5176\u654f\u611f\u91d1\u878d\u4fe1\u606f\u5b58\u653e\u5730\u70b9\u7684\u5ba2\u6237\u800c\u8a00\uff0c\u745e\u58eb\u6258\u7ba1\u670d\u52a1\u53ef\u786e\u4fdd\u5176\u6570\u636e\u59cb\u7ec8\u53d7\u5230\u745e\u58eb\u9690\u79c1\u4fdd\u62a4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u548c\u987e\u95ee\u4f7f\u7528\u6a21\u677f\u7ba1\u7406\u591a\u4e2a\u5ba2\u6237\u95e8\u6237\uff0c\u786e\u4fdd\u6240\u6709\u5ba2\u6237\u5173\u7cfb\u5f97\u5230\u4e00\u81f4\u7684\u5bf9\u5f85\u3002\u65e0\u8bba\u65b0\u5ba2\u6237\u662f\u5ba2\u6237\u7ecf\u7406\u5f53\u5929\u7684\u7b2c\u4e00\u4f4d\u5ba2\u6237\u8fd8\u662f\u7b2c\u4e8c\u5341\u4f4d\u5ba2\u6237\uff0c\u90fd\u80fd\u83b7\u5f97\u540c\u6837\u4e13\u4e1a\u3001\u6709\u5e8f\u7684\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-4-portfolio-setup-product-activation-and-ongoing-lifecycle-management\">4.\u7ec4\u5408\u8bbe\u7f6e\u3001\u4ea7\u54c1\u6fc0\u6d3b\u548c\u6301\u7eed\u751f\u547d\u5468\u671f\u7ba1\u7406<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u5b8c\u6210\u540e\uff0cInvestGlass \u53ef\u76f4\u63a5\u8fde\u63a5\u5230\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u4ea7\u54c1\u6a21\u5757\u3002\u5bf9\u4e8e\u6295\u8d44\u8d26\u6237\uff0c\u987e\u95ee\u4f1a\u6839\u636e\u5ba2\u6237\u8bb0\u5f55\u7684\u98ce\u9669\u72b6\u51b5\u3001\u6295\u8d44\u76ee\u6807\u4ee5\u53ca\u5165\u804c\u671f\u95f4\u6355\u83b7\u7684\u4efb\u4f55\u7279\u5b9a\u9650\u5236\u6216\u504f\u597d\u63d0\u51fa\u6295\u8d44\u7ec4\u5408\u5efa\u8bae\u3002\u9002\u5408\u6027\u548c\u9002\u5f53\u6027\u6587\u6863\u4f1a\u81ea\u52a8\u751f\u6210\uff0c\u4ece\u800c\u521b\u5efa MiFID II \u6240\u8981\u6c42\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u4fdd\u9669\u4ea7\u54c1\uff0c\u4fdd\u5355\u542f\u52a8\u65f6\u5df2\u83b7\u53d6\u5b8c\u6574\u7684\u4e8b\u5b9e\u8c03\u67e5\u6587\u4ef6\u3002\u5bf9\u4e8e\u94f6\u884c\u4ea7\u54c1\uff0c\u5f00\u6237\u65f6\u5df2\u6838\u5b9e KYC \u6570\u636e\uff0c\u5e76\u51c6\u5907\u597d\u4e0e\u6838\u5fc3\u7cfb\u7edf\u96c6\u6210\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u4e00\u5e73\u53f0\u652f\u6301\u6301\u7eed\u7684\u751f\u547d\u5468\u671f\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7531\u76d1\u7ba1\u8981\u6c42\u6216\u57fa\u4e8e\u98ce\u9669\u7684\u8ba1\u5212\u89e6\u53d1\u7684\u5b9a\u671f KYC \u5ba1\u67e5<\/li>\n\n\n\n<li>\u6295\u8d44\u7ec4\u5408\u4e1a\u7ee9\u5ba1\u67e5<\/li>\n\n\n\n<li>\u901a\u8fc7\u4ea7\u54c1\u6301\u6709\u91cf\u5206\u6790\u786e\u5b9a\u4ea4\u53c9\u9500\u552e\u673a\u4f1a<\/li>\n\n\n\n<li>\u5173\u7cfb\u5065\u5eb7\u76d1\u6d4b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u83b7\u53d6\u7684\u6570\u636e\u4f1a\u6301\u7eed\u5b58\u5728\uff0c\u5e76\u4e3a\u968f\u540e\u7684\u6bcf\u6b21\u4e92\u52a8\u63d0\u4f9b\u4fe1\u606f\u3002.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\" id=\"h-lifecycle-continuity-benefits\">\u751f\u547d\u5468\u671f\u8fde\u7eed\u6027\u4f18\u52bf<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91cd\u65b0\u4f7f\u7528\u5165\u804c\u6570\u636e\u8fdb\u884c\u5b9a\u671f\u5ba1\u67e5\uff0c\u65e0\u9700\u91cd\u65b0\u6536\u96c6\u672a\u66f4\u6539\u7684\u4fe1\u606f<\/li>\n\n\n\n<li>\u6295\u8d44\u9002\u5b9c\u6027\u91cd\u65b0\u8bc4\u4f30\u4ee5\u8bb0\u5f55\u5728\u6848\u7684\u57fa\u7ebf\u4e3a\u57fa\u7840<\/li>\n\n\n\n<li>\u4ea4\u53c9\u9500\u552e\u5efa\u8bae\u8003\u8651\u5b8c\u6574\u7684\u4ea7\u54c1\u6301\u6709\u91cf\u548c\u65e2\u5b9a\u76ee\u6807<\/li>\n\n\n\n<li>\u4e0e\u5728\u6bcf\u4e2a\u751f\u547d\u5468\u671f\u9636\u6bb5\u6d4f\u89c8\u4e92\u4e0d\u5173\u8054\u7684\u7cfb\u7edf\u76f8\u6bd4\uff0c\u5355\u4e00\u5e73\u53f0\u53ef\u51cf\u5c11\u6469\u64e6<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-5-automation-and-ai-to-reduce-manual-work\">5.\u81ea\u52a8\u5316\u548c\u4eba\u5de5\u667a\u80fd\u51cf\u5c11\u624b\u5de5\u52b3\u52a8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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\u5feb\u901f\u4e86\u89e3\u65b0\u5173\u7cfb<\/li>\n\n\n\n<li>\u6839\u636e\u98ce\u9669\u95ee\u5377\u7b54\u590d\u548c\u65e2\u5b9a\u76ee\u6807\u751f\u6210\u9002\u5b9c\u6027\u8bf4\u660e\u8349\u6848<\/li>\n\n\n\n<li>\u6839\u636e\u5ba2\u6237\u6d3b\u52a8\u548c\u6295\u8d44\u7ec4\u5408\u6570\u636e\uff0c\u63d0\u51fa\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8\u5efa\u8bae\uff0c\u6307\u5bfc\u7406\u8d22\u7ecf\u7406\u91c7\u53d6\u9002\u5f53\u7684\u540e\u7eed\u884c\u52a8<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u81ea\u52a8\u5316\u914d\u7f6e\u65e0\u9700\u5927\u578bIT\u9879\u76ee\u3002\u968f\u7740\u6cd5\u89c4\u7684\u6f14\u53d8\uff0c\u8fd0\u7ef4\u548c\u5408\u89c4\u56e2\u961f\u53ef\u4ee5\u8c03\u6574\u5de5\u4f5c\u6d41\u7a0b\uff0c\u5728 FINMA \u901a\u544a\u53d1\u5e03\u540e\u6dfb\u52a0\u65b0\u5b57\u6bb5\uff0c\u8c03\u6574\u98ce\u9669\u8bc4\u5206\u9608\u503c\uff0c\u521b\u5efa\u65b0\u7684\u6587\u4ef6\u8981\u6c42\uff0c\u800c\u65e0\u9700\u7b49\u5f85\u5f00\u53d1\u8d44\u6e90\u6216\u4f9b\u5e94\u5546\u4e13\u4e1a\u670d\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5177\u4f53\u5b9e\u4f8b\uff1a<\/strong> \u4ee5\u524d\uff0c\u5408\u89c4\u4e13\u5458\u6bcf\u5468\u9700\u8981\u82b1\u8d39 8-10 \u4e2a\u5c0f\u65f6\u6765\u5ba1\u67e5\u5b9a\u671f\u7684 KYC \u66f4\u65b0\u548c\u8ffd\u8e2a\u672a\u5b8c\u6210\u7684\u6587\u4ef6\u3002\u6709\u4e86\u81ea\u52a8\u63d0\u9192\u3001\u9884\u586b\u8868\u683c\u548c\u4f18\u5148\u5904\u7406\u9ad8\u98ce\u9669\u6848\u4ef6\u7684\u57fa\u4e8e\u98ce\u9669\u7684\u8def\u7531\uff0c\u73b0\u5728\u540c\u6837\u7684\u5ba1\u67e5\u6bcf\u5468\u53ea\u9700 3-4 \u4e2a\u5c0f\u65f6\uff0c\u4e00\u534a\u7684\u65f6\u95f4\u53ef\u7528\u4e8e\u4ef7\u503c\u66f4\u9ad8\u7684\u5408\u89c4\u6d3b\u52a8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8fc7\u6e21\uff1a<\/strong> \u5728\u6e05\u695a\u4e86\u89e3 InvestGlass \u5982\u4f55\u7b80\u5316\u5165\u804c\u6d41\u7a0b\u540e\uff0c\u8ba9\u6211\u4eec\u6765\u8c08\u8c08\u91d1\u878d\u670d\u52a1\u4e2d\u8bbe\u8ba1 SaaS \u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u7684\u6700\u4f73\u5b9e\u8df5\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-designing-a-saas-customer-onboarding-process-in-financial-services\">\u8bbe\u8ba1\u91d1\u878d\u670d\u52a1\u9886\u57df SaaS \u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u7684\u6700\u4f73\u5b9e\u8df5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ec5\u9760\u8f6f\u4ef6\u5e76\u4e0d\u80fd\u4fdd\u8bc1\u5165\u804c\u6210\u529f\u3002\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u9700\u8981\u660e\u786e\u3001\u5408\u89c4\u7684\u5165\u804c\u6d41\u7a0b\u624b\u518c\uff0c\u5c06\u5e73\u53f0\u529f\u80fd\u8f6c\u5316\u4e3a\u4e00\u81f4\u7684\u6267\u884c\u529b\u3002\u9009\u62e9\u6b63\u786e\u7684\u5165\u804c\u5de5\u5177\u5bf9\u4e8e\u9ad8\u6548\u548c\u6709\u6548\u7684\u5165\u804c\u6d41\u7a0b\u3001\u786e\u4fdd\u65e0\u7f1d\u96c6\u6210\u548c\u6539\u5584\u7528\u6237\u4f53\u9a8c\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-action-oriented-best-practices\">\u4ee5\u884c\u52a8\u4e3a\u5bfc\u5411\u7684\u6700\u4f73\u505a\u6cd5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6839\u636e\u5ba2\u6237\u7c7b\u578b\u3001\u53f8\u6cd5\u7ba1\u8f96\u533a\u548c\u4ea7\u54c1\u590d\u6742\u6027\uff0c\u7ed8\u5236\u57fa\u4e8e\u98ce\u9669\u7684\u65c5\u7a0b\u56fe<\/li>\n\n\n\n<li>\u901a\u8fc7\u6e10\u8fdb\u5f0f\u62ab\u9732\u548c\u667a\u80fd\u9ed8\u8ba4\u8bbe\u7f6e\uff0c\u6700\u5927\u9650\u5ea6\u51cf\u5c11\u6469\u64e6\uff0c\u540c\u65f6\u786e\u4fdd\u5b8c\u6574\u7684 KYC \u6570\u636e\u91c7\u96c6<\/li>\n\n\n\n<li>\u5c06\u6587\u4ef6\u548c\u95ee\u5377\u6a21\u677f\u6807\u51c6\u5316\uff0c\u540c\u65f6\u5141\u8bb8\u987e\u95ee\u5728\u9002\u5f53\u90e8\u5206\u8fdb\u884c\u4e2a\u6027\u5316\u8bbe\u7f6e<\/li>\n\n\n\n<li>\u5c06\u5165\u804c\u8f6f\u4ef6\u4e0e\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u548c <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> \u675c\u7edd\u91cd\u65b0\u914d\u94a5\u5319<\/li>\n\n\n\n<li>\u5229\u7528\u6b63\u786e\u7684\u5165\u804c\u5de5\u5177\u548c\u4e13\u4e1a\u77e5\u8bc6\u5e2e\u52a9\u7528\u6237\u5927\u89c4\u6a21\u5165\u804c\uff0c\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u4ea7\u54c1\u91c7\u7528\u7387\uff0c\u786e\u4fdd\u5927\u91cf\u7528\u6237\u987a\u5229\u8fc7\u6e21<\/li>\n\n\n\n<li>\u4e3a\u6bcf\u4e2a\u5165\u804c\u9636\u6bb5\u5b9a\u4e49 SLA\uff0c\u5e76\u901a\u8fc7\u4eea\u8868\u677f\u8ddf\u8e2a\u5408\u89c4\u60c5\u51b5<\/li>\n\n\n\n<li>\u8ba9\u5408\u89c4\u6027\u5c3d\u65e9\u53c2\u4e0e\u65c5\u7a0b\u8bbe\u8ba1\uff0c\u800c\u4e0d\u662f\u5c06\u5176\u4f5c\u4e3a\u6700\u540e\u7684\u5ba1\u6838\u5173\u53e3<\/li>\n\n\n\n<li>\u6839\u636e\u5206\u6790\u6570\u636e\u8fdb\u884c\u6301\u7eed\u6d4b\u91cf\u5e76\u6309\u5b63\u5ea6\u6539\u8fdb\u5de5\u4f5c\u6d41\u7a0b<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-map-risk-based-journeys-and-segment-by-client-type\">\u7ed8\u5236\u57fa\u4e8e\u98ce\u9669\u7684\u65c5\u7a0b\u5730\u56fe\uff0c\u5e76\u6309\u5ba2\u6237\u7c7b\u578b\u8fdb\u884c\u7ec6\u5206<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e\u5ba2\u6237\u7684\u7279\u70b9\uff0c\u5165\u804c\u6d41\u7a0b\u5e94\u5927\u4e0d\u76f8\u540c\u3002\u96f6\u552e\u5ba2\u6237\u5f00\u7acb\u4e00\u4e2a\u7b80\u5355\u7684\u50a8\u84c4\u8d26\u6237\u6240\u9700\u7684\u6b65\u9aa4\u4e0e\u9ad8\u51c0\u503c\u4eba\u58eb\u5efa\u7acb\u5168\u6743\u59d4\u6258\u6295\u8d44\u7ec4\u5408\u6240\u9700\u7684\u6b65\u9aa4\u4e0d\u540c\uff0c\u800c\u9ad8\u51c0\u503c\u4eba\u58eb\u5efa\u7acb\u5168\u6743\u59d4\u6258\u6295\u8d44\u7ec4\u5408\u6240\u9700\u7684\u6b65\u9aa4\u53c8\u4e0e\u5177\u6709\u590d\u6742 UBO \u7ed3\u6784\u7684\u4f01\u4e1a\u5ba2\u6237\u6216\u5177\u6709\u7279\u5b9a\u62a5\u544a\u8981\u6c42\u7684\u673a\u6784\u6295\u8d44\u8005\u4e0d\u540c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f7f\u56e2\u961f\u80fd\u591f\u4e3a\u6bcf\u4e2a\u90e8\u5206\u5efa\u7acb\u4e0d\u540c\u7684\u6a21\u677f\u548c\u6838\u5bf9\u8868\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f4e\u98ce\u9669\u7684\u745e\u58eb\u5c45\u6c11\u53ef\u901a\u8fc7\u57fa\u672c\u7684 KYC\u3001\u6807\u51c6\u98ce\u9669\u95ee\u5377\u548c\u5feb\u901f\u5ba1\u6279\u7b49\u7b80\u5316\u6d41\u7a0b\u529e\u7406\u4e1a\u52a1\u3002.<\/li>\n\n\n\n<li>\u5177\u6709\u590d\u6742\u8d22\u5bcc\u7ed3\u6784\u7684\u9ad8\u98ce\u9669\u8de8\u5883\u5ba2\u6237\uff0c\u53ef\u80fd\u6d89\u53ca\u591a\u4e2a\u53f8\u6cd5\u7ba1\u8f96\u533a\u3001\u653f\u6cbb\u516c\u4f17\u4eba\u7269\u5173\u7cfb\u6216\u4e0d\u5bfb\u5e38\u7684\u8d22\u5bcc\u6765\u6e90\u60c5\u51b5\uff0c\u9700\u8981\u9075\u5faa\u5f3a\u5316\u7684\u5c3d\u804c\u8c03\u67e5\u8def\u5f84\uff0c\u5e76\u63a5\u53d7\u989d\u5916\u7684\u6587\u4ef6\u8981\u6c42\u548c\u9ad8\u7ea7\u5408\u89c4\u5ba1\u67e5\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9e\u9645\u5dee\u5f02\uff1a<\/strong> \u4f4e\u98ce\u9669\u7684\u745e\u58eb\u5c45\u6c11\u5982\u679c\u6709\u76f4\u63a5\u7684\u5de5\u4f5c\u6536\u5165\uff0c\u53ef\u4ee5\u901a\u8fc7\u57fa\u672c\u81ea\u52a8\u5316\u7684\u6d41\u7a0b\u5728 2-3 \u5929\u5185\u5b8c\u6210\u6ce8\u518c\u3002\u800c\u4e00\u4e2a\u62e5\u6709\u6765\u81ea\u591a\u4e2a\u53f8\u6cd5\u7ba1\u8f96\u533a\u5546\u4e1a\u5229\u76ca\u7684\u8d22\u5bcc\u7684\u9ad8\u98ce\u9669\u8de8\u5883\u5ba2\u6237\uff0c\u53ef\u80fd\u9700\u8981 2-3 \u5468\u7684\u65f6\u95f4\u6765\u51c6\u5907\u5927\u91cf\u6587\u4ef6\u3001\u8fdb\u884c\u591a\u6b21\u5408\u89c4\u5ba1\u67e5\uff0c\u5e76\u53ef\u80fd\u9700\u8981\u5916\u90e8\u9a8c\u8bc1\u670d\u52a1\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-minimize-friction-while-gathering-complete-kyc-data\">\u5728\u6536\u96c6\u5b8c\u6574\u7684 KYC \u6570\u636e\u7684\u540c\u65f6\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u6469\u64e6<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u5728\u5168\u9762\u7684\u76d1\u7ba1\u548c\u7b80\u5316\u7684\u7528\u6237\u5165\u804c\u4f53\u9a8c\u4e4b\u95f4\u53d6\u5f97\u5e73\u8861\uff0c\u5c31\u9700\u8981\u7cbe\u5fc3\u8bbe\u8ba1\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6e10\u8fdb\u5f0f\u62ab\u9732\u53ea\u663e\u793a\u76f8\u5173\u5b57\u6bb5\uff0c\u9996\u5148\u662f\u4e2a\u4eba\u4fe1\u606f\uff0c\u7136\u540e\u662f\u7eb3\u7a0e\u5c45\u4f4f\u5730\u8be6\u60c5\uff0c\u6700\u540e\u662f\u98ce\u9669\u95ee\u5377\uff0c\u800c\u4e0d\u662f\u8ba9\u5ba2\u6237\u5728\u524d\u671f\u5c31\u586b\u5927\u91cf\u8868\u683c\u3002.<\/li>\n\n\n\n<li>\u8349\u7a3f\u4fdd\u5b58\u5141\u8bb8\u5ba2\u6237\u6682\u505c\u548c\u7ee7\u7eed\uff0c\u800c\u4e0d\u4f1a\u4e22\u5931\u8fdb\u5ea6\u3002.<\/li>\n\n\n\n<li>\u79fb\u52a8\u53cb\u597d\u8868\u5355\u53ef\u6ee1\u8db3\u559c\u6b22\u7528\u624b\u673a\u6216\u5e73\u677f\u7535\u8111\u5b8c\u6210\u5165\u804c\u7684\u5ba2\u6237\u7684\u9700\u6c42\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u652f\u6301\u4ece\u73b0\u6709\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8bb0\u5f55\u4e2d\u9884\u5148\u586b\u5199\u5ba2\u6237\u6570\u636e\u3002\u5982\u679c\u6f5c\u5728\u5ba2\u6237\u5728\u8425\u9500\u4e92\u52a8\u4e2d\u63d0\u4f9b\u4e86\u4fe1\u606f\uff0c\u6216\u8005\u5982\u679c\u5ba2\u6237\u4ee5\u524d\u4e0e\u8be5\u673a\u6784\u6709\u5408\u4f5c\u5173\u7cfb\uff0c\u8fd9\u4e9b\u6570\u636e\u4f1a\u5f39\u51fa\u5230\u5165\u804c\u8868\u683c\u4e2d\u8fdb\u884c\u786e\u8ba4\uff0c\u800c\u4e0d\u662f\u91cd\u65b0\u8f93\u5165\u3002\u8fd9\u6837\u53ef\u4ee5\u51cf\u5c11\u653e\u5f03\u7387\uff0c\u63d0\u9ad8\u5b8c\u6210\u7387\uff0c\u5e76\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u6cae\u4e27\u5ba2\u6237\u7684\u652f\u6301\u7535\u8bdd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u89c6\u89c9\u5143\u7d20\u53ef\u5f3a\u5316\u8fdb\u5ea6\uff0c\u51cf\u8f7b\u611f\u77e5\u8d1f\u62c5\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8fdb\u5ea6\u6761\u663e\u793a\u5b8c\u6210\u767e\u5206\u6bd4<\/li>\n\n\n\n<li>\u6b65\u9aa4\u6307\u6807\u660e\u786e\u4e0b\u4e00\u6b65\u5de5\u4f5c<\/li>\n\n\n\n<li>\u9884\u8ba1\u5b8c\u6210\u65f6\u95f4\u8bbe\u5b9a\u9002\u5f53\u7684\u671f\u671b\u503c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u7528\u6237\u4f53\u9a8c\u65b9\u9762\u7684\u6539\u8fdb\u8f6c\u5316\u4e3a\u5b9e\u5b9e\u5728\u5728\u7684\u6307\u6807\uff1a\u66f4\u9ad8\u7684\u8868\u5355\u5b8c\u6210\u7387\u3001\u66f4\u4f4e\u7684\u9ad8\u96be\u5ea6\u6b65\u9aa4\u9000\u51fa\u7387\u4ee5\u53ca\u66f4\u5c11\u7684\u5ba2\u6237\u652f\u6301\u65f6\u95f4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-standardize-templates-but-allow-advisor-personalization\">\u6a21\u677f\u6807\u51c6\u5316\uff0c\u4f46\u5141\u8bb8\u987e\u95ee\u4e2a\u6027\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u673a\u6784\u9700\u8981\u5168\u884c\u8303\u56f4\u5185\u7684\u6587\u4ef6\u3001\u95ee\u5377\u8c03\u67e5\u548c\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\u6a21\u677f\u3002\u5982\u679c\u6ca1\u6709\u6807\u51c6\u5316\uff0c\u6bcf\u4e2a\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u90fd\u4f1a\u81ea\u521b\u6d41\u7a0b\uff0c\u4ece\u800c\u4ea7\u751f\u5408\u89c4\u98ce\u9669\u548c\u4e0d\u4e00\u81f4\u7684\u5ba2\u6237\u4f53\u9a8c\u3002\u6a21\u677f\u53ef\u786e\u4fdd\u5f3a\u5236\u6027\u76d1\u7ba1\u5185\u5bb9\u7684\u4e00\u81f4\u6027\u3001\u5ba1\u6279\u987a\u5e8f\u7b26\u5408\u89c4\u5b9a\u7684\u534f\u8bae\u4ee5\u53ca\u6587\u6863\u7b26\u5408\u673a\u6784\u6807\u51c6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u65f6\uff0c\u9ad8\u63a5\u89e6\u5ea6\u7684\u5165\u804c\u6d41\u7a0b\u9700\u8981\u4eba\u529b\u4e2a\u6027\u5316\u3002InvestGlass \u6a21\u677f\u53ef\u4ee5\u9501\u5b9a\u5f3a\u5236\u90e8\u5206\uff0c\u5982\u6cd5\u5f8b\u62ab\u9732\u3001\u76d1\u7ba1\u95ee\u5377\u3001\u5408\u89c4\u786e\u8ba4\uff0c\u540c\u65f6\u4e3a\u987e\u95ee\u7684\u5907\u6ce8\u3001\u4e2a\u6027\u5316\u63a8\u8350\u6216\u5b9a\u5236\u8bc4\u8bba\u7559\u51fa\u5f00\u653e\u90e8\u5206\u3002\u6295\u8d44\u653f\u7b56\u58f0\u660e\u53ef\u4ee5\u5305\u542b\u6807\u51c6\u7684\u98ce\u9669\u8bed\u8a00\uff0c\u4ee5\u53ca\u987e\u95ee\u9488\u5bf9\u5ba2\u6237\u5728\u521d\u6b65\u4f1a\u8c08\u4e2d\u8868\u8fbe\u7684\u504f\u597d\u548c\u62c5\u5fe7\u800c\u6dfb\u52a0\u7684\u7279\u5b9a\u5907\u6ce8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u5e73\u8861\u5728\u4fdd\u7559\u4e86\u9ad8\u7aef\u91d1\u878d\u670d\u52a1\u72ec\u7279\u7684\u4eba\u6027\u5316\u5173\u6000\u7684\u540c\u65f6\uff0c\u51cf\u5c11\u4e86\u5173\u4e8e\u6d41\u7a0b\u7684\u5185\u90e8\u8c08\u5224\u3002\u5ba2\u6237\u7ecf\u7406\u4e0d\u4f1a\u4e89\u8bba\u67d0\u4e9b\u6b65\u9aa4\u662f\u5426\u5fc5\u8981\uff0c\u56e0\u4e3a\u6a21\u677f\u5f3a\u5236\u6267\u884c\u4e86\u8fd9\u4e9b\u6b65\u9aa4\u3002\u4f46\u4ed6\u4eec\u4ecd\u7136\u62e5\u6709\u7075\u6d3b\u6027\uff0c\u53ef\u4ee5\u6839\u636e\u6bcf\u4f4d\u5ba2\u6237\u7684\u72ec\u7279\u60c5\u51b5\u5c55\u73b0\u51fa\u81ea\u5df1\u7684\u7406\u89e3\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrate-onboarding-with-existing-core-systems\">\u5c06\u4e0a\u5c97\u57f9\u8bad\u4e0e\u73b0\u6709\u7684\u6838\u5fc3\u7cfb\u7edf\u76f8\u7ed3\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u5165\u804c\u8f6f\u4ef6\u4e0e\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u6587\u6863\u7ba1\u7406\u7cfb\u7edf\u8fde\u63a5\u8d77\u6765\uff0c\u53ef\u907f\u514d\u91cd\u65b0\u8f93\u5165\u6570\u636e\u800c\u5bfc\u81f4\u9519\u8bef\u548c\u5ef6\u8bef\u3002\u5728 InvestGlass \u4e2d\u5b8c\u6210\u5165\u804c\u64cd\u4f5c\u540e\uff0c\u6838\u51c6\u7684\u5ba2\u6237\u6570\u636e\u5e94\u81ea\u52a8\u6d41\u5411\u6838\u5fc3\u7cfb\u7edf\uff0c\u4ee5\u4fbf\u5f00\u6237\u3002\u5b8c\u6210\u7684\u6587\u4ef6\u5e94\u5b58\u6863\u5230\u673a\u6784\u7684\u6587\u4ef6\u7ba1\u7406\u7cfb\u7edf\u3002\u6295\u8d44\u7ec4\u5408\u6307\u4ee4\u5e94\u4f20\u8f93\u81f3\u4ea4\u6613\u548c\u6258\u7ba1\u7cfb\u7edf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e3a\u8fd9\u4e9b\u96c6\u6210\u65b9\u6848\u63d0\u4f9b REST API \u548c\u8fde\u63a5\u5668\u3002\u5bf9\u4e8e\u5185\u90e8\u90e8\u7f72\uff0c\u53ef\u5728\u673a\u6784\u81ea\u8eab\u7684\u57fa\u7840\u8bbe\u65bd\u5185\u4e0e\u4f20\u7edf\u7cfb\u7edf\u76f4\u63a5\u96c6\u6210\u3002\u5b9e\u7528\u7684\u96c6\u6210\u70b9\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5ba2\u6237\u4e3b\u6570\u636e\u540c\u6b65<\/li>\n\n\n\n<li>\u8d26\u6237\u548c\u4ea7\u54c1\u8bb0\u5f55<\/li>\n\n\n\n<li>\u8bc1\u5238\u548c\u6295\u8d44\u7ec4\u5408\u5934\u5bf8<\/li>\n\n\n\n<li>\u6587\u4ef6\u5b58\u6863\u548c\u68c0\u7d22<\/li>\n\n\n\n<li>\u7535\u5b50\u7b7e\u540d\u63d0\u4f9b\u5546\u8fde\u63a5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9e\u65bd\u65f6\u95f4\u8868\u793a\u4f8b\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u9636\u6bb5<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u6301\u7eed\u65f6\u95f4<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u8303\u56f4<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7b2c 1 \u9636\u6bb5\uff1aMVP<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>8-12 \u5468<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u5b57\u5316\u5165\u804c\u8868\u683c\u3001\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u3001\u57fa\u672c\u5de5\u4f5c\u6d41\u7a0b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7b2c 2 \u9636\u6bb5\uff1a\u6574\u5408<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>3-6 \u4e2a\u6708<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u8fde\u63a5\u3001\u6587\u4ef6\u7ba1\u7406\u3001\u7535\u5b50\u7b7e\u540d<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7b2c 3 \u9636\u6bb5\uff1a\u6269\u5c55<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>3-6 \u4e2a\u6708<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65b0\u589e\u7ec6\u5206\u5e02\u573a\u3001\u5730\u533a\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u4ea7\u54c1\u7ec4\u5408\u6a21\u5757<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-measure-and-continuously-improve-onboarding\">\u8861\u91cf\u5e76\u6301\u7eed\u6539\u8fdb\u5165\u804c\u57f9\u8bad<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ddf\u8e2a\u5177\u4f53\u7684\u5173\u952e\u7ee9\u6548\u6307\u6807\u53ef\u5b9e\u73b0\u6301\u7eed\u6539\u8fdb\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e73\u5747\u4e0a\u5c97\u65f6\u95f4\u662f\u8861\u91cf\u4e00\u6bb5\u65f6\u95f4\u5185\u7ee9\u6548\u7684\u57fa\u51c6<\/li>\n\n\n\n<li>\u6bcf\u4e2a\u5ba2\u6237\u6765\u56de\u4e92\u52a8\u7684\u6b21\u6570\u63ed\u793a\u4e86\u6d41\u7a0b\u6469\u64e6<\/li>\n\n\n\n<li>KYC \u62d2\u7edd\u7387\u8868\u660e\u8868\u683c\u6e05\u6670\u5ea6\u548c\u4e0e\u5ba2\u6237\u6c9f\u901a\u7684\u6709\u6548\u6027<\/li>\n\n\n\n<li>\u6700\u8fd1\u5165\u804c\u7684\u5ba2\u6237\u7b2c\u4e00\u5e74\u7684\u6d41\u5931\u7387\u8868\u660e\uff0c\u5165\u804c\u4f53\u9a8c\u662f\u5426\u4e3a\u5ba2\u6237\u5173\u7cfb\u7684\u6210\u529f\u5960\u5b9a\u4e86\u57fa\u7840<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4eea\u8868\u76d8\u53ef\u8ba9\u7ba1\u7406\u4eba\u5458\u5bf9\u56e2\u961f\u3001\u5206\u652f\u673a\u6784\u6216\u5730\u533a\u8fdb\u884c\u6bd4\u8f83\uff0c\u4ee5\u786e\u5b9a\u8868\u73b0\u6700\u4f73\u7684\u56e2\u961f\u548c\u74f6\u9888\u3002\u5982\u679c\u4e00\u4e2a\u56e2\u961f\u59cb\u7ec8\u4ee5\u66f4\u5feb\u7684\u901f\u5ea6\u5b8c\u6210\u5165\u804c\u57f9\u8bad\uff0c\u5ba2\u6237\u5347\u7ea7\u8f83\u5c11\uff0c\u90a3\u4e48\u4ed6\u4eec\u7684\u505a\u6cd5\u53ef\u4ee5\u4e3a\u5176\u4ed6\u56e2\u961f\u7684\u57f9\u8bad\u63d0\u4f9b\u53c2\u8003\u3002\u5982\u679c\u67d0\u4e2a\u8868\u5355\u5728\u6240\u6709\u56e2\u961f\u4e2d\u90fd\u663e\u793a\u51fa\u8f83\u9ad8\u7684\u4e0b\u964d\u7387\uff0c\u90a3\u4e48\u8be5\u8868\u5355\u672c\u8eab\u5f88\u53ef\u80fd\u9700\u8981\u91cd\u65b0\u8bbe\u8ba1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u8fd0\u8425\u3001\u5408\u89c4\u548c\u524d\u53f0\u5229\u76ca\u76f8\u5173\u8005\u805a\u96c6\u5728\u4e00\u8d77\u7684\u5b63\u5ea6\u5ba1\u67e5\u4e3a\u6839\u636e\u6570\u636e\u5b8c\u5584\u5de5\u4f5c\u6d41\u7a0b\u521b\u9020\u4e86\u8bba\u575b\u3002\u54ea\u4e9b\u65b9\u9762\u505a\u5f97\u597d\uff1f\u5ba2\u6237\u5728\u54ea\u4e9b\u65b9\u9762\u9047\u5230\u56f0\u96be\uff1f\u54ea\u4e9b\u76d1\u7ba1\u53d8\u5316\u9700\u8981\u66f4\u65b0\u5de5\u4f5c\u6d41\u7a0b\uff1f\u8fd9\u4e9b\u5408\u4f5c\u5ba1\u67e5\u786e\u4fdd\u5165\u804c\u6d41\u7a0b\u4e0d\u65ad\u53d1\u5c55\uff0c\u800c\u4e0d\u662f\u505c\u6ede\u4e0d\u524d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8fc7\u6e21\uff1a<\/strong> \u6709\u4e86\u8fd9\u4e9b\u6700\u4f73\u5b9e\u8df5\uff0c\u8ba9\u6211\u4eec\u6765\u63a2\u8ba8\u5982\u4f55\u4e3a\u60a8\u7684\u673a\u6784\u9009\u62e9\u5408\u9002\u7684\u5165\u804c\u57f9\u8bad\u8f6f\u4ef6\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-saas-customer-onboarding-software-for-your-bank-or-wealth-firm\">\u5982\u4f55\u4e3a\u94f6\u884c\u6216\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u9009\u62e9 SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728 2024-2026 \u5e74\u9009\u62e9\u5165\u804c\u5e73\u53f0\u9700\u8981\u5e73\u8861\u76d1\u7ba1\u3001\u6280\u672f\u548c\u4e1a\u52a1\u6807\u51c6\u3002\u4e00\u822c\u7684 SaaS \u5de5\u5177\u53ef\u80fd\u65e0\u6cd5\u6ee1\u8db3\u745e\u58eb\u6216\u6b27\u76df\u7684\u76d1\u7ba1\u8981\u6c42\u3001\u590d\u6742\u7684\u91d1\u878d\u5de5\u5177\u5de5\u4f5c\u6d41\u7a0b\u6216\u94f6\u884c IT \u548c\u5408\u89c4\u56e2\u961f\u8981\u6c42\u7684\u5b89\u5168\u6807\u51c6\u3002\u8bc4\u4f30\u8fc7\u7a0b\u5e94\u6d89\u53ca\u5408\u89c4\u3001IT\u3001\u8fd0\u8425\u548c\u524d\u53f0\u5229\u76ca\u76f8\u5173\u8005\uff0c\u4ee5\u786e\u4fdd\u6240\u6709\u89c2\u70b9\u90fd\u80fd\u4e3a\u51b3\u7b56\u63d0\u4f9b\u53c2\u8003\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-evaluation-dimensions\">\u4e3b\u8981\u8bc4\u4f30\u7ef4\u5ea6<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9002\u5408\u76d1\u7ba1\uff1a<\/strong> \u5e73\u53f0\u662f\u5426\u652f\u6301 FINMA\u3001GDPR\u3001AMLD5\/6 \u548c MiFID II \u8981\u6c42\uff1f<\/li>\n\n\n\n<li><strong>\u6570\u636e\u9a7b\u7559\uff1a<\/strong> \u6570\u636e\u53ef\u4ee5\u6258\u7ba1\u5728\u745e\u58eb\u3001\u6b27\u76df\uff0c\u8fd8\u662f\u6839\u636e\u9700\u8981\u6258\u7ba1\u5728\u5185\u90e8\uff1f<\/li>\n\n\n\n<li><strong>\u53ef\u914d\u7f6e\u6027\uff1a<\/strong> \u8fd0\u8425\u56e2\u961f\u80fd\u5426\u5728\u6ca1\u6709\u5f00\u53d1\u4eba\u5458\u8d44\u6e90\u6216\u4f9b\u5e94\u5546\u4e13\u4e1a\u670d\u52a1\u7684\u60c5\u51b5\u4e0b\u8c03\u6574\u5de5\u4f5c\u6d41\u7a0b\uff1f<\/li>\n\n\n\n<li><strong>\u53ef\u7528\u6027\uff1a<\/strong> \u5bf9\u4e8e\u6ce8\u518c\u7ba1\u7406\u5458\u3001\u5408\u89c4\u5b98\u5458\u548c\u6700\u7ec8\u5ba2\u6237\u6765\u8bf4\uff0c\u754c\u9762\u662f\u5426\u76f4\u89c2\uff1f<\/li>\n\n\n\n<li><strong>\u5ba2\u6237\u4f53\u9a8c\uff1a<\/strong> \u95e8\u6237\u7f51\u7ad9\u80fd\u5426\u6ee1\u8db3\u9ad8\u51c0\u503c\u4eba\u58eb\u548c\u673a\u6784\u5ba2\u6237\u7684\u671f\u671b\uff1f<\/li>\n\n\n\n<li><strong>\u6574\u5408\uff1a<\/strong> \u5e73\u53f0\u662f\u5426\u4e0e\u73b0\u6709\u7684\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u6587\u6863\u7cfb\u7edf\u76f8\u8fde\u63a5\uff1f<\/li>\n\n\n\n<li><strong>\u603b\u62e5\u6709\u6210\u672c\uff1a<\/strong> \u8bb8\u53ef\u8bc1\u3001\u5b9e\u65bd\u548c\u6301\u7eed\u652f\u6301\u7684\u5b9e\u9645\u6210\u672c\u662f\u591a\u5c11\uff1f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u4f18\u5148\u8003\u8651\u745e\u58eb\u4e3b\u6743\u3001\u96c6\u6210\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u7279\u5b9a\u8d22\u5bcc\u5de5\u4f5c\u6d41\u7a0b\u7684\u673a\u6784\u800c\u8a00\uff0cInvestGlass \u662f\u4e00\u4e2a\u5f3a\u6709\u529b\u7684\u9009\u62e9\u3002\u8be5\u5e73\u53f0\u91c7\u7528\u4e00\u4f53\u5316\u65b9\u6cd5\uff0c\u5c06\u5165\u804c\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u8425\u9500\u81ea\u52a8\u5316\u7ed3\u5408\u5728\u4e00\u8d77\uff0c\u51cf\u5c11\u4e86\u4f9b\u5e94\u5546\u7684\u589e\u52a0\u548c\u96c6\u6210\u7684\u590d\u6742\u6027\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-and-data-residency-requirements\">\u76d1\u7ba1\u548c\u6570\u636e\u9a7b\u7559\u8981\u6c42<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9a8c\u8bc1\u5165\u804c\u8f6f\u4ef6\u662f\u5426\u53ef\u4ee5\u5728\u745e\u58eb\u6216\u6b27\u76df\u6258\u7ba1\uff0c\u5e76\u5728\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u7684\u60c5\u51b5\u4e0b\u652f\u6301\u5185\u90e8\u90e8\u7f72\uff0c\u5e94\u8be5\u662f\u65e9\u671f\u8bc4\u4f30\u7684\u4e00\u4e2a\u6b65\u9aa4\u3002\u57fa\u4e8e\u7f8e\u56fd\u7684\u901a\u7528 SaaS \u5e73\u53f0\u53ef\u80fd\u4f1a\u5728\u4e0d\u540c\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u591a\u79df\u6237\u73af\u5883\u4e2d\u5b58\u50a8\u6570\u636e\uff0c\u8fd9\u5c31\u4f1a\u7ed9\u53d7\u745e\u58eb\u94f6\u884c\u4fdd\u5bc6\u6216 GDPR \u6570\u636e\u672c\u5730\u5316\u8981\u6c42\u9650\u5236\u7684\u673a\u6784\u5e26\u6765\u9ebb\u70e6\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-vendor-selection-checklist-for-cio-ciso\">\u9996\u5e2d\u4fe1\u606f\u5b98\/\u9996\u5e2d\u4fe1\u606f\u7cfb\u7edf\u5b98\u4f9b\u5e94\u5546\u9009\u62e9\u6e05\u5355<\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u8981\u6c42<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u8981\u95ee\u7684\u95ee\u9898<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u636e\u4f4d\u7f6e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u636e\u4e2d\u5fc3\u4f4d\u4e8e\u4f55\u5904\uff1f\u80fd\u5426\u4ec5\u6307\u5b9a\u745e\u58eb\/\u6b27\u76df\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5206\u5904\u7406\u5668<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u54ea\u4e9b\u7b2c\u4e09\u65b9\u53ef\u4ee5\u8bbf\u95ee\u6570\u636e\uff1f\u5b83\u4eec\u4f4d\u4e8e\u4f55\u5904\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u52a0\u5bc6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5728\u9759\u6001\u548c\u4f20\u8f93\u8fc7\u7a0b\u4e2d\u9002\u7528\u4ec0\u4e48\u52a0\u5bc6\u6807\u51c6\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e8b\u4ef6\u54cd\u5e94<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b89\u5168\u4e8b\u4ef6\u7684\u901a\u77e5\u65f6\u9650\u548c\u7a0b\u5e8f\u662f\u4ec0\u4e48\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba1\u8ba1\u6743<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6211\u4eec\u80fd\u5426\u5bf9\u5e73\u53f0\u8fdb\u884c\u5ba1\u8ba1\u6216\u63a5\u6536\u5ba1\u8ba1\u62a5\u544a\uff08SOC 2\u3001ISO 27001\uff09\uff1f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9884\u7f6e\u9009\u9879<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u80fd\u5426\u5728\u6211\u4eec\u81ea\u5df1\u7684\u57fa\u7840\u8bbe\u65bd\u4e2d\u90e8\u7f72\u8be5\u5e73\u53f0\uff1f<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configurability-without-heavy-it-projects\">\u65e0\u9700\u7e41\u91cd\u7684 IT \u9879\u76ee\u5373\u53ef\u8fdb\u884c\u914d\u7f6e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u673a\u6784\u9700\u8981\u65e0\u4ee3\u7801\u6216\u4f4e\u4ee3\u7801\u914d\u7f6e\u529f\u80fd\uff0c\u4ee5\u4fbf\u8fd0\u8425\u56e2\u961f\u80fd\u591f\u6839\u636e 2025-2026 \u5e74\u6cd5\u89c4\u7684\u6f14\u53d8\u8c03\u6574\u5165\u804c\u3002\u5f53\u7f8e\u56fd\u91d1\u878d\u4e1a\u76d1\u7ba1\u5c40\uff08FINMA\uff09\u7684\u65b0\u901a\u544a\u8981\u6c42\u589e\u52a0\u62ab\u9732\u8bed\u8a00\u6216\u4fee\u6539\u98ce\u9669\u8bc4\u4f30\u6807\u51c6\u65f6\uff0c\u673a\u6784\u5c31\u4e0d\u5e94\u8be5\u518d\u7b49\u5f85\u6570\u6708\u6765\u8fdb\u884c\u4f9b\u5e94\u5546\u5f00\u53d1\u6216\u5185\u90e8 IT \u9879\u76ee\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5141\u8bb8\u975e\u6280\u672f\u7528\u6237\u76f4\u63a5\u5728\u7528\u6237\u754c\u9762\u4e0a\u521b\u5efa\u8868\u683c\u3001\u5de5\u4f5c\u6d41\u548c\u6a21\u677f\u3002\u5728 KYC \u8868\u5355\u4e2d\u6dfb\u52a0\u65b0\u5b57\u6bb5\u3001\u521b\u5efa\u6761\u4ef6\u903b\u8f91\u89c4\u5219\u6216\u4fee\u6539\u5ba1\u6279\u5de5\u4f5c\u6d41\u7a0b\u53ea\u9700\u70b9\u51fb\u51e0\u4e0b\u5373\u53ef\u5b8c\u6210\uff0c\u800c\u65e0\u9700\u66f4\u6539\u4ee3\u7801\u3002\u8fd9\u79cd\u53ef\u914d\u7f6e\u6027\u8d4b\u4e88\u4e86\u64cd\u4f5c\u548c\u5408\u89c4\u56e2\u961f\u81ea\u4e3b\u7ba1\u7406\u6d41\u7a0b\u7684\u80fd\u529b\uff0c\u800c\u65e0\u9700\u4f9d\u8d56\u6280\u672f\u8d44\u6e90\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5177\u4f53\u5b9e\u4f8b\uff1a<\/strong> 10 \u6708\u4efd\u53d1\u5e03\u7684\u4e00\u4efd FINMA \u901a\u544a\u8981\u6c42\u5728 1 \u6708\u4efd\u4e4b\u524d\u66f4\u65b0\u9002\u5f53\u6027\u8bc4\u4f30\u95ee\u9898\u3002\u6709\u4e86 InvestGlass\uff0c\u5408\u89c4\u56e2\u961f\u53ef\u5728\u51e0\u5929\u5185\u66f4\u65b0\u76f8\u5173\u8868\u683c\uff0c\u5728\u8bd5\u70b9\u5c0f\u7ec4\u4e2d\u8fdb\u884c\u6d4b\u8bd5\uff0c\u5e76\u5728\u622a\u6b62\u65e5\u671f\u524d\u90e8\u7f72\u5230\u751f\u4ea7\u4e2d\u3002\u800c\u5728\u4f9d\u8d56\u4ee3\u7801\u7684\u5e73\u53f0\u4e0a\uff0c\u540c\u6837\u7684\u66f4\u6539\u53ef\u80fd\u9700\u8981 6-8 \u5468\u7684\u5f00\u53d1\u3001\u6d4b\u8bd5\u548c\u90e8\u7f72\u65f6\u95f4\uff0c\u6709\u53ef\u80fd\u5b8c\u5168\u9519\u8fc7\u6700\u540e\u671f\u9650\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-user-experience-for-both-internal-teams-and-clients\">\u4e3a\u5185\u90e8\u56e2\u961f\u548c\u5ba2\u6237\u63d0\u4f9b\u7528\u6237\u4f53\u9a8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u3001\u5408\u89c4\u5b98\u5458\u3001\u8fd0\u8425\u4eba\u5458\u548c\u6700\u7ec8\u5ba2\u6237\u90fd\u4f1a\u4e0e\u5165\u804c\u8f6f\u4ef6\u4e92\u52a8\u3002\u6bcf\u4e2a\u7fa4\u4f53\u90fd\u6709\u4e0d\u540c\u7684\u9700\u6c42\uff0c\u5bf9\u590d\u6742\u6027\u7684\u5bb9\u5fcd\u5ea6\u4e5f\u4e0d\u540c\u3002\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u9700\u8981\u9ad8\u6548\u7684\u5de5\u4f5c\u6d41\u7a0b\uff0c\u8fd9\u6837\u624d\u4e0d\u4f1a\u5c06\u4ed6\u4eec\u4ece\u5ba2\u6237\u5173\u7cfb\u6d3b\u52a8\u4e2d\u62bd\u79bb\u51fa\u6765\u3002\u5408\u89c4\u5b98\u5458\u9700\u8981\u6e05\u695a\u5730\u4e86\u89e3\u6807\u8bb0\u6848\u4f8b\u548c\u5ba1\u8ba1\u8ddf\u8e2a\u3002\u4e1a\u52a1\u4eba\u5458\u9700\u8981\u80fd\u7ec4\u7ec7\u961f\u5217\u7684\u4efb\u52a1\u7ba1\u7406\u529f\u80fd\u3002\u5ba2\u6237\u9700\u8981\u65e0\u9700\u57f9\u8bad\u7684\u76f4\u89c2\u81ea\u52a9\u670d\u52a1\u754c\u9762\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u670d\u52a1\u4e8e\u4e0d\u540c\u5ba2\u6237\u7fa4\u7684\u745e\u58eb\u548c\u6b27\u6d32\u94f6\u884c\u800c\u8a00\uff0c\u591a\u8bed\u8a00\u754c\u9762\u5c24\u4e3a\u91cd\u8981\u3002InvestGlass \u652f\u6301\u5fb7\u8bed\u3001\u6cd5\u8bed\u3001\u610f\u5927\u5229\u8bed\u3001\u82f1\u8bed\u548c\u5176\u4ed6\u8bed\u8a00\uff0c\u5141\u8bb8\u6bcf\u4e2a\u7528\u6237\u4f7f\u7528\u81ea\u5df1\u559c\u6b22\u7684\u8bed\u8a00\u5de5\u4f5c\uff0c\u540c\u65f6\u5171\u4eab\u76f8\u540c\u7684\u57fa\u7840\u6570\u636e\u548c\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5177\u4f53\u7684\u7528\u6237\u4f53\u9a8c\u6545\u4e8b\uff1a<\/strong> \u745e\u58eb\u4e00\u5bb6\u4e2d\u578b\u94f6\u884c\u4ee5\u524d\u9700\u8981\u4e24\u5468\u7684\u57f9\u8bad\uff0c\u624d\u80fd\u8ba9\u65b0\u7684\u98ce\u9669\u7ba1\u7406\u7ecf\u7406\u72ec\u7acb\u5904\u7406\u5165\u804c\u4e8b\u5b9c\u3002\u590d\u6742\u7684\u4f20\u7edf\u7cfb\u7edf\u6709\u591a\u4e2a\u5c4f\u5e55\uff0c\u624b\u5de5\u64cd\u4f5c\u4f1a\u9020\u6210\u6df7\u4e71\u548c\u9519\u8bef\u3002\u5728\u5b9e\u65bd InvestGlass \u7cfb\u7edf\u540e\uff0c\u65b0\u4efb\u7406\u8d22\u7ecf\u7406\u7684\u57f9\u8bad\u65f6\u95f4\u7f29\u77ed\u81f3\u4e09\u5929\uff0c\u5927\u90e8\u5206\u5b66\u4e60\u90fd\u662f\u5728\u76f4\u89c2\u754c\u9762\u7684\u6307\u5bfc\u4e0b\u5b8c\u6210\u7684\u3002\u9519\u8bef\u7387\u964d\u4f4e\uff0c\u5ba2\u6237\u6ee1\u610f\u5ea6\u63d0\u9ad8\uff0c\u7ba1\u7406\u4eba\u5458\u82b1\u5728\u884c\u653f\u4efb\u52a1\u4e0a\u7684\u65f6\u95f4\u5927\u5e45\u51cf\u5c11\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-total-cost-of-ownership-and-implementation-timeline\">\u603b\u4f53\u62e5\u6709\u6210\u672c\u548c\u5b9e\u65bd\u65f6\u95f4\u8868<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e86\u89e3\u4e3b\u8981\u6210\u672c\u7ec4\u6210\u90e8\u5206\uff1a\u8bb8\u53ef\u3001\u5b9e\u65bd\u3001\u96c6\u6210\u548c\u6301\u7eed\u914d\u7f6e\u652f\u6301\uff0c\u6709\u52a9\u4e8e\u8fdb\u884c\u5207\u5408\u5b9e\u9645\u7684\u9884\u7b97\u3002\u8bb8\u53ef\u6210\u672c\u56e0\u7528\u6237\u6570\u91cf\u548c\u6240\u9009\u6a21\u5757\u800c\u5f02\u3002\u5b9e\u65bd\u6210\u672c\u53d6\u51b3\u4e8e\u5de5\u4f5c\u6d41\u7a0b\u7684\u590d\u6742\u6027\u3001\u96c6\u6210\u9700\u6c42\u548c\u5b9a\u5236\u9700\u6c42\u3002\u96c6\u6210\u6210\u672c\u53cd\u6620\u4e86\u8fde\u63a5\u73b0\u6709\u6838\u5fc3\u7cfb\u7edf\u7684\u6280\u672f\u5de5\u4f5c\u3002\u6301\u7eed\u6210\u672c\u5305\u62ec\u652f\u6301\u3001\u7ef4\u62a4\u4ee5\u53ca\u968f\u7740\u9700\u6c42\u7684\u53d1\u5c55\u800c\u8fdb\u884c\u7684\u5b9a\u671f\u914d\u7f6e\u66f4\u65b0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u73b0\u5b9e\u7684\u5b9e\u65bd\u8303\u56f4\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9700\u8981 8-12 \u5468\u7684\u65f6\u95f4\u6765\u5b8c\u6210\u4e00\u4e2a\u91cd\u70b9\u7a81\u51fa\u7684\u6570\u5b57\u5165\u804c MVP\uff0c\u5305\u62ec\u8868\u5355\u3001\u5de5\u4f5c\u6d41\u7a0b\u548c\u95e8\u6237\u7f51\u7ad9\uff0c\u4f46\u4e0d\u9700\u8981\u6df1\u5ea6\u96c6\u6210\u6838\u5fc3\u7cfb\u7edf<\/li>\n\n\n\n<li>\u6839\u636e\u8303\u56f4\u548c\u5730\u533a\u590d\u6742\u6027\uff0c3-9 \u4e2a\u6708\u7528\u4e8e\u66f4\u5e7f\u6cdb\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u96c6\u6210<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u4ee5\u5148\u5728\u4e00\u4e2a\u56fd\u5bb6\u6216\u4e1a\u52a1\u7ebf\u542f\u52a8\u6570\u5b57\u5165\u804c\u8bd5\u70b9\uff0c\u7136\u540e\u518d\u6269\u5c55\u5230\u5168\u9762\u7684 CRM \u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u90e8\u7f72\u3002\u8fd9\u79cd\u5206\u9636\u6bb5\u7684\u65b9\u6cd5\u53ef\u4ee5\u964d\u4f4e\u521d\u59cb\u6295\u8d44\u98ce\u9669\uff0c\u4f7f\u56e2\u961f\u80fd\u591f\u79ef\u7d2f\u4e13\u4e1a\u77e5\u8bc6\uff0c\u5e76\u4ea7\u751f\u65e9\u671f\u6210\u679c\uff0c\u4ece\u800c\u4e3a\u66f4\u5e7f\u6cdb\u7684\u63a8\u5e7f\u5efa\u7acb\u7ec4\u7ec7\u652f\u6301\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-user-behavior-analysis-in-financial-onboarding\">\u91d1\u878d\u5165\u804c\u57f9\u8bad\u4e2d\u7684\u7528\u6237\u884c\u4e3a\u5206\u6790<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e86\u89e3\u7528\u6237\u884c\u4e3a\u662f\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u4f18\u5316\u5165\u804c\u6d41\u7a0b\u7684\u57fa\u7840\u3002\u901a\u8fc7\u5229\u7528\u914d\u5907\u5f3a\u5927\u5206\u6790\u548c\u62a5\u544a\u529f\u80fd\u7684\u5165\u804c\u8f6f\u4ef6\uff0c\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u53ef\u4ee5\u6df1\u5165\u4e86\u89e3\u65b0\u7528\u6237\u5982\u4f55\u4e0e\u5165\u804c\u6d41\u7a0b\u4e92\u52a8\u3001\u54ea\u4e9b\u6b65\u9aa4\u4f1a\u63a8\u52a8\u53c2\u4e0e\u5ea6\u4ee5\u53ca\u54ea\u91cc\u4f1a\u51fa\u73b0\u6469\u64e6\u70b9\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-user-behavior-analysis\">\u7528\u6237\u884c\u4e3a\u5206\u6790\u7684\u4e3b\u8981\u7279\u70b9<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8ddf\u8e2a\u7528\u6237\u5728\u5165\u804c\u6d41\u7a0b\u4e2d\u7684\u6bcf\u4e00\u6b21\u4e92\u52a8\uff0c\u4f8b\u5982\u8868\u5355\u5b8c\u6210\u60c5\u51b5\u3001\u6587\u4ef6\u4e0a\u4f20\u60c5\u51b5\u4ee5\u53ca\u6bcf\u4e2a\u6b65\u9aa4\u6240\u82b1\u8d39\u7684\u65f6\u95f4<\/li>\n\n\n\n<li>\u76d1\u63a7\u7528\u6237\u5bf9\u6559\u80b2\u5185\u5bb9\u548c\u5165\u804c\u8d44\u6e90\u7684\u53c2\u4e0e\u60c5\u51b5<\/li>\n\n\n\n<li>\u901a\u8fc7\u5e94\u7528\u5185\u8c03\u67e5\u6216\u76f4\u63a5\u95e8\u6237\u8f93\u5165\u6536\u96c6\u548c\u5206\u6790\u7528\u6237\u53cd\u9988<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u8fd9\u4e9b\u5206\u6790\uff0c\u5165\u804c\u57f9\u8bad\u56e2\u961f\u53ef\u4ee5\u6839\u636e\u7528\u6237\u7684\u884c\u4e3a\u5bf9\u5176\u8fdb\u884c\u7ec6\u5206\uff0c\u6839\u636e\u7279\u5b9a\u9700\u6c42\u5b9a\u5236\u5165\u804c\u57f9\u8bad\u8d44\u6e90\uff0c\u5e76\u79ef\u6781\u4e3b\u52a8\u5730\u89e3\u51b3\u8f8d\u5b66\u95ee\u9898\u3002\u4f8b\u5982\uff0c\u5982\u679c\u62a5\u544a\u529f\u80fd\u663e\u793a\u6709\u5f88\u5927\u6bd4\u4f8b\u7684\u7528\u6237\u5728\u67d0\u4e00\u8868\u683c\u4e2d\u653e\u5f03\u4e86\u6d41\u7a0b\uff0c\u90a3\u4e48\u5165\u804c\u56e2\u961f\u5c31\u53ef\u4ee5\u91cd\u65b0\u8bbe\u8ba1\u8be5\u6b65\u9aa4\uff0c\u4f7f\u5176\u66f4\u52a0\u6e05\u6670\u6613\u7528\u3002\u8fd9\u79cd\u4ee5\u6570\u636e\u4e3a\u5bfc\u5411\u7684\u65b9\u6cd5\u786e\u4fdd\u5165\u804c\u6d41\u7a0b\u4e0d\u4ec5\u5408\u89c4\uff0c\u800c\u4e14\u4ee5\u7528\u6237\u4e3a\u4e2d\u5fc3\uff0c\u4ece\u800c\u63d0\u9ad8\u5b8c\u6210\u7387\u548c\u6574\u4f53\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-product-adoption-strategy-for-financial-institutions\">\u91d1\u878d\u673a\u6784\u4ea7\u54c1\u91c7\u7528\u6218\u7565<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u786e\u4fdd\u5ba2\u6237\u4e0d\u4ec5\u80fd\u5b8c\u6210\u5165\u804c\u6d41\u7a0b\uff0c\u8fd8\u80fd\u5b8c\u5168\u63a5\u53d7\u6240\u63d0\u4f9b\u7684\u91d1\u878d\u4ea7\u54c1\u548c\u670d\u52a1\uff0c\u4e00\u4e2a\u5b9a\u4e49\u660e\u786e\u7684\u4ea7\u54c1\u91c7\u7528\u6218\u7565\u81f3\u5173\u91cd\u8981\u3002\u8981\u6210\u529f\u91c7\u7528\u4ea7\u54c1\uff0c\u9996\u5148\u8981\u6df1\u5165\u4e86\u89e3\u6bcf\u4f4d\u5ba2\u6237\u7684\u72ec\u7279\u9700\u6c42\u3001\u76ee\u6807\u548c\u671f\u671b\u3002\u5165\u804c\u8f6f\u4ef6\u901a\u8fc7\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u5165\u804c\u4f53\u9a8c\uff0c\u4ece\u9996\u6b21\u4e92\u52a8\u5f00\u59cb\u5c31\u4e0e\u8fd9\u4e9b\u9700\u6c42\u4fdd\u6301\u4e00\u81f4\uff0c\u4ece\u800c\u53d1\u6325\u7740\u4e3e\u8db3\u8f7b\u91cd\u7684\u4f5c\u7528\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-an-effective-product-adoption-strategy\">\u6709\u6548\u4ea7\u54c1\u91c7\u7528\u6218\u7565\u7684\u4e3b\u8981\u7279\u70b9<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7ed8\u5236\u5ba2\u6237\u65c5\u7a0b\u56fe\uff0c\u8bbe\u8ba1\u5165\u804c\u6d41\u7a0b\uff0c\u5f15\u5bfc\u7528\u6237\u4e86\u89e3\u4e3b\u8981\u4ea7\u54c1\u529f\u80fd<\/li>\n\n\n\n<li>\u63d0\u4f9b\u6301\u7eed\u652f\u6301\uff0c\u9f13\u52b1\u7ee7\u7eed\u53c2\u4e0e<\/li>\n\n\n\n<li>\u81ea\u52a8\u5316\u5165\u804c\u57f9\u8bad\u5de5\u4f5c\u6d41\u7a0b\uff0c\u63d0\u4f9b\u6709\u9488\u5bf9\u6027\u7684\u5165\u804c\u57f9\u8bad\u8d44\u6e90<\/li>\n\n\n\n<li>\u8ddf\u8e2a\u5165\u804c\u8fdb\u5ea6\uff0c\u786e\u4fdd\u4e0d\u9057\u6f0f\u4efb\u4f55\u4e00\u4f4d\u5ba2\u6237<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6301\u7eed\u7684\u53c2\u4e0e\u81f3\u5173\u91cd\u8981\uff0c\u5ba2\u6237\u5165\u804c\u4e0d\u4ec5\u4ec5\u662f\u5728\u8d26\u6237\u6fc0\u6d3b\u65f6\u7ed3\u675f\u3002\u5b9a\u671f\u7684\u8ddf\u8fdb\u3001\u6559\u80b2\u5185\u5bb9\u548c\u4e3b\u52a8\u652f\u6301\u6709\u52a9\u4e8e\u5ba2\u6237\u5145\u5206\u5b9e\u73b0\u5176\u6295\u8d44\u4ef7\u503c\uff0c\u4ece\u800c\u63d0\u9ad8\u4ea7\u54c1\u91c7\u7528\u7387\u548c\u957f\u671f\u5fe0\u8bda\u5ea6\u3002\u901a\u8fc7\u5c06\u8fd9\u4e9b\u5143\u7d20\u6574\u5408\u5230\u5165\u804c\u6d41\u7a0b\u4e2d\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u52a0\u5feb\u4ef7\u503c\u5b9e\u73b0\u901f\u5ea6\uff0c\u51cf\u5c11\u5ba2\u6237\u6d41\u5931\uff0c\u5e76\u6700\u5927\u5316\u5176\u4ea7\u54c1\u63d0\u4f9b\u7684\u4ef7\u503c\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-onboarding-team-and-resources-building-a-high-performing-onboarding-function\">\u5165\u804c\u57f9\u8bad\u56e2\u961f\u548c\u8d44\u6e90\uff1a\u6253\u9020\u9ad8\u6548\u7684\u5165\u804c\u57f9\u8bad\u529f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ad8\u7ee9\u6548\u7684\u5165\u804c\u529f\u80fd\u5efa\u7acb\u5728\u4e13\u4e1a\u56e2\u961f\u548c\u6b63\u786e\u8d44\u6e90\u7684\u57fa\u7840\u4e4b\u4e0a\u3002\u5ba2\u6237\u6210\u529f\u7ecf\u7406\u662f\u6838\u5fc3\uff0c\u4ed6\u8d1f\u8d23\u534f\u8c03\u6574\u4e2a\u5165\u804c\u6d41\u7a0b\uff0c\u786e\u4fdd\u6bcf\u4f4d\u65b0\u5ba2\u6237\u90fd\u80fd\u83b7\u5f97\u65e0\u7f1d\u7684\u4e2a\u6027\u5316\u4f53\u9a8c\u3002\u6280\u672f\u4e13\u5bb6\u548c\u57f9\u8bad\u4eba\u5458\u7b49\u8f85\u52a9\u4eba\u5458\u5219\u5728\u5165\u804c\u6d41\u7a0b\u7684\u6bcf\u4e2a\u9636\u6bb5\u63d0\u4f9b\u4e13\u4e1a\u77e5\u8bc6\u548c\u6307\u5bfc\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-resources-for-onboarding-teams\">\u5165\u804c\u57f9\u8bad\u56e2\u961f\u7684\u5173\u952e\u8d44\u6e90<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u914d\u5907\u81ea\u52a8\u5de5\u4f5c\u6d41\u7a0b\u548c\u4efb\u52a1\u7ba1\u7406\u5de5\u5177\u7684\u5148\u8fdb\u5165\u804c\u8f6f\u4ef6<\/li>\n\n\n\n<li>\u56e2\u961f\u5185\u90e8\u4ee5\u53ca\u4e0e\u5ba2\u6237\u4e4b\u95f4\u7684\u6c9f\u901a\u6e20\u9053\u7545\u901a<\/li>\n\n\n\n<li>\u57f9\u8bad\u6750\u6599\u548c\u652f\u6301\u6587\u4ef6<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u4e3a\u5165\u804c\u56e2\u961f\u914d\u5907\u5408\u9002\u7684\u5de5\u5177\u548c\u8d44\u6e90\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u786e\u4fdd\u6bcf\u4f4d\u65b0\u5ba2\u6237\u90fd\u80fd\u83b7\u5f97\u6210\u529f\u5165\u804c\u6240\u9700\u7684\u5173\u6ce8\u548c\u652f\u6301\u3002\u8fd9\u79cd\u534f\u4f5c\u65b9\u6cd5\u4e0d\u4ec5\u80fd\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\uff0c\u8fd8\u80fd\u5728\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u4e2d\u63a8\u52a8\u5ba2\u6237\u6210\u529f\u5e76\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-communication-and-support-during-onboarding\">\u5165\u804c\u671f\u95f4\u7684\u5ba2\u6237\u6c9f\u901a\u4e0e\u652f\u6301<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u6548\u7684\u5ba2\u6237\u6c9f\u901a\u548c\u652f\u6301\u662f\u6210\u529f\u5165\u804c\u6d41\u7a0b\u7684\u6838\u5fc3\u3002\u91d1\u878d\u673a\u6784\u5fc5\u987b\u63d0\u4f9b\u6e05\u6670\u3001\u7b80\u660e\u7684\u4fe1\u606f\u548c\u5feb\u901f\u54cd\u5e94\u7684\u652f\u6301\uff0c\u5f15\u5bfc\u5ba2\u6237\u5b8c\u6210\u5165\u804c\u65c5\u7a0b\u7684\u6bcf\u4e00\u6b65\u3002\u5165\u804c\u8f6f\u4ef6\u53ef\u63d0\u4f9b\u4e00\u6574\u5957\u6c9f\u901a\u5de5\u5177\uff0c\u5305\u62ec\u5e94\u7528\u5185\u6d88\u606f\u3001\u7535\u5b50\u90ae\u4ef6\u652f\u6301\u548c\u5b9e\u65f6\u901a\u77e5\uff0c\u4ece\u800c\u589e\u5f3a\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-customer-communication-and-support\">\u5ba2\u6237\u6c9f\u901a\u4e0e\u652f\u6301\u7684\u4e3b\u8981\u7279\u70b9<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6839\u636e\u6bcf\u4f4d\u5ba2\u6237\u7684\u5177\u4f53\u9700\u6c42\u548c\u5165\u804c\u9636\u6bb5\u8fdb\u884c\u4e2a\u6027\u5316\u6c9f\u901a<\/li>\n\n\n\n<li>\u53ca\u65f6\u63d0\u4f9b\u6307\u5bfc\u3001\u89e3\u7b54\u95ee\u9898\u5e76\u89e3\u51b3\u51fa\u73b0\u7684\u95ee\u9898<\/li>\n\n\n\n<li>\u5165\u804c\u57f9\u8bad\u7ed3\u675f\u540e\u7684\u6301\u7eed\u652f\u6301\uff0c\u53ef\u8f7b\u677e\u83b7\u53d6\u5e2e\u52a9\u8d44\u6e90<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u4fdd\u6301\u7545\u901a\u7684\u6c9f\u901a\u6e20\u9053\u548c\u63d0\u4f9b\u4fbf\u6377\u7684\u5e2e\u52a9\u8d44\u6e90\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u4fc3\u8fdb\u5ba2\u6237\u7684\u957f\u671f\u53c2\u4e0e\u548c\u6ee1\u610f\u5ea6\u3002\u8fd9\u79cd\u79ef\u6781\u4e3b\u52a8\u7684\u65b9\u6cd5\u4e0d\u4ec5\u51cf\u5c11\u4e86\u5165\u804c\u7684\u6469\u64e6\uff0c\u8fd8\u4e3a\u6301\u4e45\u7684\u5ba2\u6237\u5173\u7cfb\u548c\u6301\u7eed\u7684\u6210\u529f\u5960\u5b9a\u4e86\u57fa\u7840\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-about-saas-customer-onboarding-software\">\u5173\u4e8e SaaS \u5ba2\u6237\u5165\u804c\u8f6f\u4ef6\u7684\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u95ee\u9898\u53cd\u6620\u4e86 InvestGlass \u6536\u5230\u7684\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u76d1\u7ba1\u673a\u6784\u5728 2024-2026 \u5e74\u95f4\u8bc4\u4f30\u5165\u804c\u89e3\u51b3\u65b9\u6848\u7684\u5e38\u89c1\u54a8\u8be2\u3002\u6bcf\u4e2a\u7b54\u6848\u90fd\u9488\u5bf9\u91d1\u878d\u670d\u52a1\u7684\u5177\u4f53\u60c5\u51b5\uff0c\u800c\u4e0d\u662f\u901a\u7528\u8f6f\u4ef6\u7684\u8003\u8651\u56e0\u7d20\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-difference-between-saas-customer-onboarding-and-digital-kyc\">SaaS \u5ba2\u6237\u5165\u804c\u4e0e\u6570\u5b57 KYC \u6709\u4ec0\u4e48\u533a\u522b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57 KYC \u662f\u66f4\u5e7f\u6cdb\u7684\u5165\u804c\u6d41\u7a0b\u7684\u4e00\u4e2a\u7ec4\u6210\u90e8\u5206\uff0c\u5177\u4f53\u4fa7\u91cd\u4e8e <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e4%bb%80%e4%b9%88%e6%98%af%e8%ba%ab%e4%bb%bd%e9%aa%8c%e8%af%81%ef%bc%9f\/\" target=\"_self\">\u8eab\u4efd\u9a8c\u8bc1<\/a> \u548c\u76d1\u7ba1\u68c0\u67e5\u3002KYC \u786e\u8ba4\u5ba2\u6237\u8eab\u4efd\u3001\u8bc4\u4f30\u98ce\u9669\u56e0\u7d20\u5e76\u6ee1\u8db3\u5ba2\u6237\u8eab\u4efd\u8bc6\u522b\u7684\u76d1\u7ba1\u8981\u6c42\u3002\u5165\u804c\u670d\u52a1\u5305\u62ec\u4ece\u5408\u540c\u7b7e\u7f72\u5230\u7b2c\u4e00\u7b14\u4ea4\u6613\u7684\u6574\u4e2a\u8fc7\u7a0b\uff0c\u5176\u4e2d\u5305\u62ec KYC\uff0c\u4e5f\u5305\u62ec\u4ea7\u54c1\u8bbe\u7f6e\u3001\u6295\u8d44\u7ec4\u5408\u5f00\u7acb\u3001\u6587\u4ef6\u586b\u5199\u548c\u5173\u7cfb\u5efa\u7acb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06 KYC \u4e0e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u5de5\u4f5c\u6d41\u548c\u5ba2\u6237\u95e8\u6237\u529f\u80fd\u76f8\u7ed3\u5408\uff0c\u5904\u7406\u6574\u4e2a\u5165\u804c\u6d41\u7a0b\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u8eab\u4efd\u9a8c\u8bc1\u3002\u5ba2\u6237\u53ef\u80fd\u4f1a\u901a\u8fc7 KYC \u9a8c\u8bc1\uff0c\u7136\u540e\u7acb\u5373\u6536\u5230\u6295\u8d44\u5efa\u8bae\u3001\u5b8c\u6210\u9002\u5f53\u6027\u6587\u4ef6\u3001\u5ba1\u67e5\u548c\u7b7e\u7f72\u534f\u8bae\uff0c\u5e76\u8bbf\u95ee\u5176\u65b0\u7684\u6295\u8d44\u7ec4\u5408\uff0c\u6240\u6709\u8fd9\u4e9b\u90fd\u5728\u540c\u4e00\u5e73\u53f0\u548c\u95e8\u6237\u4f53\u9a8c\u4e2d\u5b8c\u6210\u3002\u5728\u4e0d\u540c\u7684\u7cfb\u7edf\u4e2d\u5206\u79bb\u8fd9\u4e9b\u529f\u80fd\u4f1a\u9020\u6210\u5207\u6362\u5ef6\u8fdf\u548c\u4f53\u9a8c\u5206\u6563\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-saas-onboarding-software-support-both-high-touch-and-self-serve-models\">SaaS \u5165\u804c\u8f6f\u4ef6\u80fd\u5426\u540c\u65f6\u652f\u6301\u9ad8\u63a5\u89e6\u6a21\u5f0f\u548c\u81ea\u52a9\u670d\u52a1\u6a21\u5f0f\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u901a\u5e38\u9700\u8981\u4e24\u79cd\u65b9\u6cd5\u3002\u9ad8\u51c0\u503c\u5ba2\u6237\u548c\u590d\u6742\u7684\u4f01\u4e1a\u5173\u7cfb\u9700\u8981\u9ad8\u63a5\u89e6\u5f0f\u7684\u5165\u804c\u670d\u52a1\uff0c\u9700\u8981\u5927\u91cf\u7684\u7406\u8d22\u7ecf\u7406\u53c2\u4e0e\u3001\u6709\u6307\u5bfc\u7684\u95e8\u6237\u4f1a\u8bdd\u548c\u4e2a\u6027\u5316\u7684\u5173\u6ce8\u3002\u5927\u4f17\u5bcc\u88d5\u5ba2\u6237\u6216\u96f6\u552e\u5ba2\u6237\u53ef\u80fd\u66f4\u559c\u6b22\uff0c\u800c\u673a\u6784\u4e3a\u4e86\u63d0\u9ad8\u6548\u7387\uff0c\u53ef\u80fd\u9700\u8981\u66f4\u591a\u7684\u81ea\u52a9\u670d\u52a1\u6d41\u7a0b\uff0c\u63d0\u4f9b\u81ea\u52a8\u6307\u5bfc\uff0c\u5c3d\u91cf\u51cf\u5c11\u5ba2\u6237\u7ecf\u7406\u7684\u5e72\u9884\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5728\u540c\u4e00\u5e73\u53f0\u5185\u652f\u6301\u8fd9\u4e24\u79cd\u6a21\u5f0f\u3002\u6ce8\u518c\u7ecf\u7406\u53ef\u5b9e\u65f6\u6307\u5bfc\u7528\u6237\u5b8c\u6210\u95e8\u6237\u4f1a\u8bdd\uff0c\u5728\u5ba2\u6237\u586b\u5199\u8868\u683c\u65f6\u63d0\u4f9b\u5e2e\u52a9\u5e76\u56de\u7b54\u95ee\u9898\u3002\u5176\u4ed6\u5ba2\u6237\u53ef\u72ec\u7acb\u5b8c\u6210\u6b65\u9aa4\uff0c\u81ea\u52a8\u63d0\u9192\u63d0\u793a\u64cd\u4f5c\uff0c\u5e76\u5728\u9700\u8981\u65f6\u5347\u7ea7\u5230\u6ce8\u518c\u7ecf\u7406\u3002\u6709\u6761\u4ef6\u7684\u5185\u5bb9\u53ef\u89c1\u6027\u3001\u53ef\u9690\u85cf\u7684\u90e8\u5206\u548c\u987e\u95ee\u5728\u6700\u7ec8\u6279\u51c6\u524d\u7684\u5ba1\u67e5\u6b65\u9aa4\u7b49\u5b9e\u7528\u63a7\u5236\uff0c\u5141\u8bb8\u9488\u5bf9\u4e0d\u540c\u7684\u5ba2\u6237\u7fa4\u8fdb\u884c\u7075\u6d3b\u914d\u7f6e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u7075\u6d3b\u6027\u4e0e\u975e\u76d1\u7ba1\u884c\u4e1a\u5e38\u89c1\u7684\u7eaf\u81ea\u52a9\u5f0f SaaS \u5165\u804c\u5de5\u5177\u5f62\u6210\u4e86\u9c9c\u660e\u5bf9\u6bd4\uff0c\u540e\u8005\u5728\u6574\u4e2a\u8fc7\u7a0b\u4e2d\u7684\u4eba\u5de5\u53c2\u4e0e\u5ea6\u6781\u4f4e\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-integrate-with-existing-banking-or-insurance-systems\">InvestGlass \u5982\u4f55\u4e0e\u73b0\u6709\u94f6\u884c\u6216\u4fdd\u9669\u7cfb\u7edf\u96c6\u6210\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b REST API\uff0c\u53ef\u8fde\u63a5\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5e73\u53f0\u3001\u6587\u6863\u7ba1\u7406\u7cfb\u7edf\u548c\u7535\u5b50\u7b7e\u540d\u63d0\u4f9b\u5546\u3002\u6570\u636e\u53cc\u5411\u6d41\u52a8\uff1a\u5165\u804c\u65f6\u6355\u83b7\u7684\u5ba2\u6237\u4fe1\u606f\u63a8\u9001\u81f3\u6838\u5fc3\u7cfb\u7edf\uff0c\u7528\u4e8e\u5f00\u6237\uff1b\u6295\u8d44\u7ec4\u5408\u5934\u5bf8\u540c\u6b65\u8fd4\u56de\u81f3\u5ba2\u6237\u8bb0\u5f55\uff0c\u7528\u4e8e\u7edf\u4e00\u5173\u7cfb\u89c6\u56fe\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u5185\u90e8\u90e8\u7f72\uff0cInvestGlass \u5b89\u88c5\u5728\u673a\u6784\u81ea\u5df1\u7684\u57fa\u7840\u8bbe\u65bd\u5185\uff0c\u53ef\u4e0e\u5916\u90e8\u4e91\u5e73\u53f0\u53ef\u80fd\u65e0\u6cd5\u8bbf\u95ee\u7684\u73b0\u6709\u6570\u636e\u6e90\u76f4\u63a5\u96c6\u6210\u3002\u8fd9\u79cd\u90e8\u7f72\u6a21\u5f0f\u9002\u5408\u6709\u4e25\u683c\u7f51\u7edc\u9694\u79bb\u8981\u6c42\u6216\u65e0\u6cd5\u5bf9\u5916\u516c\u5f00 API \u7684\u4f20\u7edf\u7cfb\u7edf\u7684\u673a\u6784\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5177\u4f53\u7684\u6574\u5408\u5b9e\u4f8b\u5305\u62ec<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5c06 KYC \u6279\u51c6\u7684\u5ba2\u6237\u4e3b\u6570\u636e\u63a8\u9001\u5230\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\uff0c\u4ee5\u89e6\u53d1\u8d26\u6237\u521b\u5efa<\/li>\n\n\n\n<li>\u6bcf\u665a\u4ece\u6258\u7ba1\u7cfb\u7edf\u540c\u6b65\u6295\u8d44\u7ec4\u5408\u5934\u5bf8\uff0c\u5e76\u5728\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u4e0a\u663e\u793a<\/li>\n\n\n\n<li>\u5c06\u5df2\u7b7e\u7f72\u7684\u6587\u4ef6\u5f52\u6863\u5230\u673a\u6784\u7684\u6587\u4ef6\u7ba1\u7406\u7cfb\u7edf\uff0c\u5e76\u9644\u4e0a\u9002\u5f53\u7684\u5143\u6570\u636e<\/li>\n\n\n\n<li>\u8fde\u63a5\u7535\u5b50\u7b7e\u540d\u63d0\u4f9b\u5546\uff0c\u83b7\u5f97\u5177\u6709\u6cd5\u5f8b\u7ea6\u675f\u529b\u7684\u6570\u5b57\u7b7e\u540d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-take-to-implement-investglass-for-onboarding\">\u5b9e\u65bd InvestGlass \u5165\u804c\u670d\u52a1\u9700\u8981\u591a\u957f\u65f6\u95f4\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u65bd\u65f6\u95f4\u8868\u53d6\u51b3\u4e8e\u8303\u56f4\u3001\u590d\u6742\u6027\u548c\u5185\u90e8\u8d44\u6e90\u3002\u4e00\u4e2a\u4fa7\u91cd\u4e8e\u6570\u5b57\u5165\u804c\u7684 MVP\uff08\u6700\u5c0f\u53ef\u884c\u4ea7\u54c1\uff09\uff0c\u5305\u62ec\u8868\u5355\u3001\u5de5\u4f5c\u6d41\u7a0b\u548c\u95e8\u6237\uff0c\u901a\u5e38\u5728 8-12 \u5468\u5185\u90e8\u7f72\uff0c\u65e0\u9700\u6df1\u5ea6\u96c6\u6210\u3002\u6b64\u9636\u6bb5\u5c06\u5efa\u7acb\u5e73\u53f0\u3001\u914d\u7f6e\u521d\u59cb\u5de5\u4f5c\u6d41\u7a0b\u3001\u57f9\u8bad\u5173\u952e\u7528\u6237\uff0c\u5e76\u5f00\u59cb\u5904\u7406\u5b9e\u9645\u7684\u5ba2\u6237\u5165\u804c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u66f4\u5e7f\u6cdb\u7684\u90e8\u7f72\uff08\u5305\u62ec\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u96c6\u6210\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u8fde\u63a5\u548c\u591a\u5730\u533a\u63a8\u5e7f\uff09\u9700\u8981 3-9 \u4e2a\u6708\u7684\u65f6\u95f4\uff0c\u5177\u4f53\u53d6\u51b3\u4e8e\u6240\u6d89\u53ca\u7684\u7cfb\u7edf\u6570\u91cf\u3001\u6570\u636e\u8fc1\u79fb\u8981\u6c42\u548c\u76d1\u7ba1\u8981\u6c42\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%ae%a1%e6%89%b9%e6%b5%81%e7%a8%8b%e6%9d%83%e5%a8%81%e6%8c%87%e5%8d%97\/\" target=\"_self\">\u5ba1\u6279\u7a0b\u5e8f<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bb8\u591a\u673a\u6784\u4ece\u4e00\u4e2a\u7ec6\u5206\u5e02\u573a\u5f00\u59cb\uff0c\u4f8b\u5982\u745e\u58eb\u5883\u5185\u79c1\u4eba\u5ba2\u6237\uff0c\u53d6\u5f97\u6210\u529f\u540e\u518d\u6269\u5c55\u5230\u8de8\u5883\u7ec6\u5206\u5e02\u573a\u6216\u673a\u6784\u5ba2\u6237\u7c7b\u578b\u3002\u8fd9\u79cd\u5206\u9636\u6bb5\u7684\u65b9\u6cd5\u53ef\u4ee5\u7ba1\u7406\u98ce\u9669\uff0c\u79ef\u7d2f\u5185\u90e8\u4e13\u4e1a\u77e5\u8bc6\uff0c\u5e76\u4ea7\u751f\u53ef\u8861\u91cf\u7684\u7ed3\u679c\uff0c\u4ece\u800c\u652f\u6301\u6301\u7eed\u6295\u8d44\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-do-clients-need-an-account-to-access-investglass-onboarding-portals\">\u5ba2\u6237\u662f\u5426\u9700\u8981\u8d26\u6237\u624d\u80fd\u8bbf\u95ee InvestGlass \u5165\u804c\u95e8\u6237\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5916\u90e8\u5ba2\u6237\u901a\u8fc7\u5b89\u5168\u94fe\u63a5\u548c\u591a\u56e0\u7d20\u8eab\u4efd\u9a8c\u8bc1\u8bbf\u95ee\u5176\u5165\u804c\u95e8\u6237\uff0c\u65e0\u9700\u5b8c\u6574\u7684\u5185\u90e8 InvestGlass \u8d26\u6237\u3002\u8fd9\u79cd\u65b9\u6cd5\u7b80\u5316\u4e86\u5ba2\u6237\u8bbf\u95ee\uff0c\u65e0\u9700\u6ce8\u518c\u6d41\u7a0b\u3001\u65e0\u9700\u8bb0\u4f4f\u989d\u5916\u7684\u51ed\u636e\u3001\u65e0\u9700\u8fdb\u884c\u8d26\u6237\u7ba1\u7406\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ea\u6709\u5185\u90e8\u7528\u6237\u5173\u7cfb\u7ecf\u7406\u3001\u5408\u89c4\u5b98\u3001\u8fd0\u8425\u4eba\u5458\u624d\u9700\u8981 InvestGlass \u7528\u6237\u8d26\u6237\u3002\u8fd9\u79cd\u5206\u79bb\u53ef\u4ee5\u51cf\u5c11\u5ba2\u6237\u7684\u6469\u64e6\uff0c\u540c\u65f6\u4e3a\u5185\u90e8\u529f\u80fd\u7ef4\u62a4\u9002\u5f53\u7684\u8bbf\u95ee\u63a7\u5236\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u9645\u5dee\u5f02\u5bf9\u7528\u6237\u7684\u91c7\u7528\u81f3\u5173\u91cd\u8981\u3002\u8981\u6c42\u5ba2\u6237\u521b\u5efa\u8d26\u6237\u3001\u9a8c\u8bc1\u7535\u5b50\u90ae\u4ef6\u5730\u5740\u3001\u8bbe\u7f6e\u5bc6\u7801\u548c\u8bb0\u4f4f\u51ed\u8bc1\u4f1a\u589e\u52a0\u6469\u64e6\uff0c\u4ece\u800c\u63d0\u9ad8\u653e\u5f03\u7387\u3002\u4f7f\u7528 MFA \u8eab\u4efd\u9a8c\u8bc1\u7684\u5b89\u5168\u94fe\u63a5\u8bbf\u95ee\u53ef\u5b9e\u73b0\u5b89\u5168\u76ee\u6807\uff0c\u800c\u65e0\u9700\u989d\u5916\u8d39\u7528\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-saas-onboarding-software-help-reduce-churn-in-wealth-management-and-banking\">SaaS \u5165\u804c\u8f6f\u4ef6\u5982\u4f55\u5e2e\u52a9\u51cf\u5c11\u8d22\u5bcc\u7ba1\u7406\u548c\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u6d41\u5931\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5165\u804c\u521d\u671f\u7684\u4e92\u52a8\u4e3a\u53ef\u80fd\u6301\u7eed\u6570\u5341\u5e74\u7684\u5173\u7cfb\u5b9a\u4e0b\u4e86\u57fa\u8c03\u3002\u5165\u804c\u8fc7\u7a0b\u7f13\u6162\u3001\u6df7\u4e71\u6216\u5bb9\u6613\u51fa\u9519\u7684\u5ba2\u6237\u5728\u5173\u7cfb\u4f0a\u59cb\u5c31\u611f\u5230\u6cae\u4e27\uff0c\u8fd9\u662f\u957f\u671f\u7559\u5b58\u7684\u8584\u5f31\u57fa\u7840\u3002\u5165\u804c\u8fc7\u7a0b\u5feb\u901f\u3001\u900f\u660e\u3001\u4e13\u4e1a\u7684\u5ba2\u6237\u5bf9\u4ed6\u4eec\u6240\u5728\u673a\u6784\u7684\u80fd\u529b\u5145\u6ee1\u4fe1\u5fc3\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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class=\"wp-block-paragraph\">\u5728\u5165\u804c\u671f\u4e4b\u5916\uff0c\u5165\u804c\u65f6\u83b7\u53d6\u7684\u6570\u636e\u53ef\u7528\u4e8e\u4e2a\u6027\u5316\u3001\u4ea4\u53c9\u9500\u552e\u548c\u5b9a\u671f\u5ba1\u67e5\u6d41\u7a0b\u3002\u4ece\u7b2c\u4e00\u5929\u8d77\u5c31\u4e86\u89e3\u5ba2\u6237\u7684\u504f\u597d\u3001\u98ce\u9669\u627f\u53d7\u80fd\u529b\u548c\u65e2\u5b9a\u76ee\u6807\uff0c\u53ef\u4ee5\u63d0\u4f9b\u66f4\u76f8\u5173\u7684\u6301\u7eed\u670d\u52a1\u3002\u4f7f\u7528\u7ed3\u6784\u5316\u5165\u804c\u8f6f\u4ef6\u7684\u673a\u6784\u62a5\u544a\u79f0\uff0c\u7b2c\u4e00\u5e74\u7684\u5ba2\u6237\u6d41\u5931\u7387\u964d\u4f4e\u4e86 5-10%\uff0c\u8fd9\u5bf9\u4e8e\u4ee5\u5ba2\u6237\u5173\u7cfb\u9a71\u52a8\u957f\u671f\u4ef7\u503c\u7684\u4e1a\u52a1\u800c\u8a00\u662f\u6709\u610f\u4e49\u7684\u6539\u8fdb\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-getting-started-with-investglass-for-saas-customer-onboarding\">\u5f00\u59cb\u4f7f\u7528 InvestGlass \u8fdb\u884c SaaS 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customer onboarding software is critical for regulated financial institutions, including banks, wealth managers, insurers, and real estate firms. The stakes for onboarding in financial services have never been higher. In 2025, B2B SaaS sales cycles average 84 days according to HubSpot data, but the real challenge begins after the contract is signed. SaaS [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":48203,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1350],"class_list":["post-49226","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-saas-customer-onboarding-software"],"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>SaaS Customer Onboarding Software for Success<\/title>\n<meta name=\"description\" content=\"Explore the benefits of saas customer onboarding software for seamless user experiences and improved customer retention.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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