{"id":49336,"date":"2026-03-23T10:23:18","date_gmt":"2026-03-23T09:23:18","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49336"},"modified":"2026-03-23T10:48:26","modified_gmt":"2026-03-23T09:48:26","slug":"%e9%93%b6%e8%a1%8c%e4%b8%ad%e7%9a%84%e5%ae%a2%e6%88%b7%e7%94%9f%e5%91%bd%e5%91%a8%e6%9c%9f%e7%ae%a1%e7%90%86%ef%bc%9ainvestglass-%e7%9a%84%e4%b8%bb%e6%9d%83%e7%91%9e%e5%a3%ab%e6%96%b9%e6%b3%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/client-lifecycle-management-in-banking-a-sovereign-swiss-approach-with-investglass\/","title":{"rendered":"\u94f6\u884c\u56e2\u961f\u5982\u4f55\u4ece\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u4e2d\u53d7\u76ca\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5728\u4e0d\u65ad\u53d8\u5316\u7684\u6cd5\u89c4\u3001\u6280\u672f\u548c\u5ba2\u6237\u671f\u671b\u5851\u9020\u7684\u590d\u6742\u73af\u5883\u4e2d\uff0c\u94f6\u884c\u4e1a\u4e13\u4e1a\u4eba\u58eb\u6b63\u5728\u5bfb\u627e\u6709\u6548\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u94f6\u884c\u89e3\u51b3\u65b9\u6848\u3002\u672c\u6307\u5357\u9002\u7528\u4e8e\u6b27\u6d32\u548c\u745e\u58eb\u91d1\u878d\u673a\u6784\u7684\u94f6\u884c\u4e1a\u4e13\u4e1a\u4eba\u58eb\u3001\u5408\u89c4\u5b98\u548c\u6280\u672f\u51b3\u7b56\u8005\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u638c\u63e1\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u5bf9\u4e8e\u94f6\u884c\u5728\u5feb\u901f\u53d1\u5c55\u7684\u76d1\u7ba1\u73af\u5883\u4e2d\u4fdd\u6301\u7ade\u4e89\u529b\u3001\u5408\u89c4\u6027\u548c\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u81f3\u5173\u91cd\u8981\u3002\u94f6\u884c\u4e1a\u52a1\u4e2d\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406 (CLM) \u6307\u7684\u662f\u4ece\u521d\u6b65\u63a5\u89e6\u548c\u5165\u804c\uff0c\u5230\u6301\u7eed\u670d\u52a1\u3001\u62d3\u5c55\u4ee5\u53ca\u6700\u7ec8\u8d26\u6237\u5173\u95ed\uff0c\u5168\u9762\u3001\u7ed3\u6784\u5316\u5730\u76d1\u7763\u4e0e\u5ba2\u6237\u7684\u6bcf\u4e00\u6b21\u4e92\u52a8\u7684\u8fc7\u7a0b\u3002CLM \u6db5\u76d6\u4e86\u4e0e\u5ba2\u6237\u83b7\u53d6\u3001\u98ce\u9669\u8bc4\u4f30\u3001\u76d1\u7ba1\u5408\u89c4\u3001\u5173\u7cfb\u7ba1\u7406\u548c\u79bb\u804c\u76f8\u5173\u7684\u5404\u9879\u6d3b\u52a8\uff0c\u786e\u4fdd\u90e8\u95e8\u4e4b\u95f4\u7684\u65e0\u7f1d\u534f\u8c03\uff0c\u5e76\u4e13\u6ce8\u4e8e\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u6b27\u6d32\u7684\u96f6\u552e\u94f6\u884c\u548c\u79c1\u4eba\u94f6\u884c\u800c\u8a00\uff0c\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u5df2\u6210\u4e3a\u8463\u4e8b\u4f1a\u5c42\u9762\u7684\u4f18\u5148\u4e8b\u9879\u30022008\u5e74\u91d1\u878d\u5371\u673a\u66b4\u9732\u4e86\u5ba2\u6237\u98ce\u9669\u7ba1\u7406\u4e2d\u7684\u7cfb\u7edf\u6027\u7f3a\u9677\uff0c\u4ece\u800c\u57282010\u5e74\u81f32024\u5e74\u95f4\u5f15\u53d1\u4e86\u4e00\u6ce2\u53c8\u4e00\u6ce2\u7684\u76d1\u7ba1\u6d6a\u6f6e\u30022018\u5e74\uff0c\u300a\u91d1\u878d\u5de5\u5177\u5e02\u573a\u6307\u4ee4II\u300b\uff08MiFID II\uff09\u6b63\u5f0f\u5b9e\u65bd\uff0c\u5176\u4e2d\u5305\u542b\u66f4\u4e25\u683c\u7684\u6295\u8d44\u8005\u4fdd\u62a4\u8981\u6c42\u3002\u800c\u300a\u901a\u7528\u6570\u636e\u4fdd\u62a4\u6761\u4f8b\u300b\uff08GDPR\uff09\u5219\u5236\u5b9a\u4e86\u4e25\u683c\u7684\u6570\u636e\u4fdd\u62a4\u89c4\u5219\uff0c\u8fdd\u89c4\u7f5a\u6b3e\u6700\u9ad8\u53ef\u8fbe\u5168\u7403\u8425\u4e1a\u989d\u76844%\u3002 2020\u5e74\u9881\u5e03\u7684\u745e\u58eb\u300a\u91d1\u878d\u670d\u52a1\u6cd5\u300b\uff08FinSA\uff09\u548c\u300a\u91d1\u878d\u4e2d\u4ecb\u6cd5\u300b\uff08FinIA\uff09\u5f15\u5165\u4e86\u884c\u4e3a\u51c6\u5219\u548c\u5ba2\u6237\u5206\u5c42\u8981\u6c42\u3002\u8fd9\u4e9b\u6cd5\u89c4\u5f7b\u5e95\u6539\u53d8\u4e86\u91d1\u878d\u673a\u6784\u5904\u7406\u6574\u4e2a\u5ba2\u6237\u65c5\u7a0b\u7684\u65b9\u5f0f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u63a2\u8ba8\u4e86\u751f\u547d\u5468\u671f\u7ba1\u7406\u7684\u91cd\u8981\u6027\uff0c\u7814\u7a76\u4e86\u5173\u952e\u9636\u6bb5\u548c\u75db\u70b9\uff0c\u5e76\u5c55\u793a\u4e86 InvestGlass \u5982\u4f55\u63d0\u4f9b\u4e00\u4e2a\u745e\u58eb\u672c\u571f\u3001\u975e\u7f8e\u56fd\u3001\u975e\u4e2d\u56fd\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u5e73\u53f0\uff0c\u4e3a\u5728\u6b27\u6d32\u3001\u4e2d\u4e1c\u548c\u5176\u4ed6\u9ad8\u5ea6\u76d1\u7ba1\u5e02\u573a\u8fd0\u8425\u7684\u94f6\u884c\u4fdd\u62a4\u5ba2\u6237\u6570\u636e\u548c\u57fa\u7840\u8bbe\u65bd\u7684\u4e3b\u6743\u3002\u5728\u94f6\u884c\u4e1a\u80cc\u666f\u4e0b\uff0c\u6570\u636e\u4e3b\u6743\u662f\u6307\u5ba2\u6237\u6570\u636e\u4ec5\u5b58\u50a8\u548c\u5904\u7406\u5728\u7279\u5b9a\u53f8\u6cd5\u7ba1\u8f96\u533a\u5185\uff0c\u5e76\u4ec5\u53d7\u5f53\u5730\u6cd5\u5f8b\u6cd5\u89c4\u7ba1\u8f96\u7684\u539f\u5219\uff0c\u8fd9\u4e00\u70b9\u5bf9\u4e8e\u6b27\u6d32\u548c\u745e\u58eb\u7684\u673a\u6784\u6765\u8bf4\uff0c\u65e5\u76ca\u6210\u4e3a\u4e00\u4e2a\u81f3\u5173\u91cd\u8981\u7684\u8003\u8651\u56e0\u7d20\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-client-lifecycle-management-matters-for-modern-banks\">\u4e3a\u4ec0\u4e48\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u5bf9\u73b0\u4ee3\u94f6\u884c\u81f3\u5173\u91cd\u8981<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u76f4\u63a5\u5173\u7cfb\u5230\u76c8\u5229\u80fd\u529b\u3001\u76d1\u7ba1\u5408\u89c4\u548c\u98ce\u9669\u7ba1\u7406\u3002\u5ba2\u6237\u7fa4\u7684\u589e\u957f\u548c\u4fdd\u7559\u5bf9\u5b9e\u73b0\u957f\u671f\u53d1\u5c55\u81f3\u5173\u91cd\u8981\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e6%b7%b1%e5%85%a5%e5%88%86%e6%9e%90%e6%8b%a5%e6%9c%89%e4%b8%80%e5%ae%b6%e9%93%b6%e8%a1%8c%e7%9a%84%e5%88%a9%e6%b6%a6%e6%9c%89%e5%a4%9a%e9%ab%98\/\" target=\"_self\">\u94f6\u884c\u4e1a\u76c8\u5229\u80fd\u529b<\/a>, \uff0c\u56e0\u4e3a\u6709\u9488\u5bf9\u6027\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7b56\u7565\u80fd\u591f\u63a8\u52a8\u5ba2\u6237\u83b7\u53d6\u5e76\u5efa\u7acb\u6301\u4e45\u7684\u5173\u7cfb\u3002\u5728\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u65b9\u9762\u8868\u73b0\u5353\u8d8a\u7684\u94f6\u884c\uff0c\u4e0d\u4ec5\u5c06\u5ba2\u6237\u6d41\u5931\u7387\u4ece\u884c\u4e1a\u5e73\u5747\u6c34\u5e73\u7684\u6bcf\u5e7415%-20%\u964d\u81f3\u66f4\u4f4e\uff0c\u8fd8\u5c06\u5f00\u6237\u65f6\u95f4\u4ece\u6570\u5468\u7f29\u77ed\u81f3\u6570\u5929\uff0c\u5e76\u901a\u8fc7\u65e0\u7f1d\u7684\u6570\u5b57\u5316\u4f53\u9a8c\u5c06\u51c0\u63a8\u8350\u503c\uff08NPS\uff09\u63d0\u5347\u4e86\u591a\u8fbe20\u5206\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7cfb\u7edf\u5272\u88c2\u4f1a\u5f15\u53d1\u4ee3\u4ef7\u9ad8\u6602\u7684\u95ee\u9898\u3002\u7531\u4e8e\u9700\u8981\u4eba\u5de5\u5bf9\u8d26\uff0c\u8001\u65e7\u7684\u6838\u5fc3\u94f6\u884c\u5e73\u53f0\u4e0e\u5206\u6563\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u4f1a\u4f7f\u8fd0\u8425\u6210\u672c\u589e\u52a025%\u81f330%\u3002\u6570\u636e\u5b64\u5c9b\u963b\u788d\u4e86\u6709\u6548\u7684\u201c\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\u201d\uff08KYC\uff09\u7b5b\u67e5\u3001\u53cd\u6d17\u94b1\uff08AML\uff09\u76d1\u63a7\u3001\u73af\u5883\u3001\u793e\u4f1a\u548c\u6cbb\u7406\uff08ESG\uff09\u9002\u5b9c\u6027\u8bc4\u4f30\u4ee5\u53ca\u7a0e\u52a1\u7533\u62a5\u3002\u5fb7\u52e42023\u5e74\u7684\u4e00\u9879\u8c03\u67e5\u663e\u793a\uff0c62%\u7684\u6b27\u6d32\u94f6\u884c\u5c06\u6570\u636e\u6574\u5408\u5217\u4e3a\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u7684\u9996\u8981\u969c\u788d\u3002 \u6709\u6548\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u8fd8\u80fd\u901a\u8fc7\u5728\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u5185\u5b9e\u65bd\u5f7b\u5e95\u7684\u5c3d\u804c\u8c03\u67e5\u548c\u81ea\u52a8\u5316\u76d1\u63a7\uff0c\u5e2e\u52a9\u964d\u4f4e\u5408\u89c4\u53ca\u8fd0\u8425\u5931\u8bef\u76f8\u5173\u7684\u98ce\u9669\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e2a\u7ed3\u6784\u826f\u597d\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u6d41\u7a0b\u53ef\u4ee5\u5e26\u6765\u53ef\u8861\u91cf\u7684\u76ca\u5904\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u76ca\u5904<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5178\u578b\u6539\u8fdb<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u521b\u6536\u65f6\u95f4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>50% \u66f4\u5feb\u6fc0\u6d3b\u8d26\u6237<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u4fdd\u7559<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>5-10% \u63d0\u5347<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5165\u804c\u65f6\u957f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4ece\u51e0\u5468\u7f29\u77ed\u5230\u51e0\u5929<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4e1a\u52a1\u8d39\u7528<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>25-30% \u51cf\u91cf<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u76d1\u7ba1\u673a\u6784\u73b0\u5728\u8981\u6c42\u94f6\u884c\u8bc1\u660e\u5176\u5bf9\u5ba2\u6237\u5173\u7cfb\u7684\u7aef\u5230\u7aef\u89c6\u56fe\uff0c\u5305\u62ec\u8c01\u3001\u4f55\u65f6\u4ee5\u53ca\u51fa\u4e8e\u4f55\u79cd\u76ee\u7684\u8bbf\u95ee\u4e86\u6570\u636e\u3002\u5728\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u4e2d\u786e\u4fdd\u5408\u89c4\u6027\u5bf9\u4e8e\u6ee1\u8db3\u8fd9\u4e9b\u76d1\u7ba1\u671f\u671b\u81f3\u5173\u91cd\u8981\u3002\u745e\u58eb\u91d1\u878d\u5e02\u573a\u76d1\u7ba1\u5c40\uff08FINMA\uff09\u6839\u636e\u300a\u91d1\u878d\u670d\u52a1\u6cd5\u300b\u7b2c8\u6761\u8981\u6c42\u63d0\u4f9b\u6570\u636e\u8bbf\u95ee\u65e5\u5fd7\u8bc1\u660e\uff0c\u8fd9\u662f\u4e00\u9879\u745e\u58eb\u6cd5\u89c4\uff0c\u8981\u6c42\u91d1\u878d\u673a\u6784\u7ef4\u62a4\u5ba2\u6237\u6570\u636e\u8bbf\u95ee\u7684\u8be6\u7ec6\u8bb0\u5f55\uff0c\u4ee5\u4f9b\u5ba1\u8ba1\u548c\u5408\u89c4\u4e4b\u7528\u3002\u8fd9\u4f7f\u5f97\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u4e0d\u4ec5\u662f\u4e00\u4e2a\u524d\u53f0\u90e8\u95e8\u7684\u5173\u6ce8\u70b9\uff0c\u800c\u662f\u56f4\u7ed5\u5355\u4e00\u5ba2\u6237\u8bb0\u5f55\u8fde\u63a5\u5408\u89c4\u3001\u98ce\u9669\u3001\u8fd0\u8425\u548cIT\u7684\u7ebd\u5e26\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-stages-of-the-client-lifecycle-in-banking\">\u94f6\u884c\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u5173\u952e\u9636\u6bb5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u6d41\u7a0b\u6db5\u76d6\u4e86\u51e0\u4e2a\u5173\u952e\u9636\u6bb5\uff1a\u83b7\u5ba2\u3001\u5f00\u6237\u3001\u6fc0\u6d3b\u3001\u670d\u52a1\u3001\u62d3\u5c55\u548c\u6d41\u5931\u3002\u5728\u6bcf\u4e2a\u9636\u6bb5\uff0c\u5ba2\u6237\u90fd\u671f\u671b\u83b7\u5f97\u91cf\u8eab\u5b9a\u5236\u7684\u4f53\u9a8c\u548c\u9ad8\u8d28\u91cf\u7684\u670d\u52a1\uff0c\u8fd9\u4f7f\u5f97\u94f6\u884c\u5fc5\u987b\u91c7\u53d6\u4e2a\u6027\u5316\u7684\u65b9\u6cd5\u3002\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u6bcf\u4e2a\u9636\u6bb5\u90fd\u5e26\u6765\u72ec\u7279\u7684\u98ce\u9669\u548c\u673a\u9047\uff0c\u9700\u8981\u56e0\u5730\u5236\u5b9c\u7684\u7b56\u7565\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">360\u5ea6\u5ba2\u6237\u89c6\u56fe\uff0c\u5373\u4e00\u4e2a\u7edf\u4e00\u3001\u5168\u9762\u7684\u5ba2\u6237\u6863\u6848\uff0c\u5176\u4e2d\u6574\u5408\u4e86\u6240\u6709\u5ba2\u6237\u6570\u636e\u3001\u4e92\u52a8\u3001\u6587\u6863\u548c\u8de8\u7cfb\u7edf\u7684\u98ce\u9669\u8bc4\u4f30\uff0c\u5bf9\u4e8e\u6709\u6548\u7684\u94f6\u884c\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406(CLM)\u81f3\u5173\u91cd\u8981\u3002\u8fd9\u79cd\u6574\u4f53\u89c6\u89d2\u4f7f\u94f6\u884c\u80fd\u591f\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\u3001\u786e\u4fdd\u5408\u89c4\u6027\u5e76\u5feb\u901f\u54cd\u5e94\u5ba2\u6237\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u662f\u94f6\u884c\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u5404\u4e2a\u9636\u6bb5\u7684\u7ec6\u5206\uff1a<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-initial-engagement-and-acquisition\">\u521d\u59cb\u53c2\u4e0e\u548c\u83b7\u53d6<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u6f5c\u5728\u5ba2\u6237\u6355\u83b7\u3001\u8425\u9500\u6d3b\u52a8\u54cd\u5e94\u4ee5\u53ca <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e6%9c%89%e6%95%88%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%8a%a1%e7%9a%84%e9%a1%b6%e7%ba%a7%e7%ad%96%e7%95%a5\/\" target=\"_self\">\u5173\u7cfb\u7ecf\u7406<\/a> \u6f5c\u5728\u5ba2\u6237\u7684\u5165\u95e8\u3002\u94f6\u884c\u6839\u636e\u98ce\u9669\u753b\u50cf\u548c\u8d22\u5bcc\u5206\u5c42\u6765\u5408\u683c\u6f5c\u5728\u5ba2\u6237\u3002\u4e00\u5bb6\u5fb7\u56fd\u96f6\u552e\u94f6\u884c\u53ef\u80fd\u4f1a\u4f7f\u7528\u5728\u7ebf\u8868\u683c\u4ece\u9ad8\u51c0\u503c\u4eba\u58eb\u90a3\u91cc\u6536\u96c6\u521d\u6b65\u6570\u636e\uff0c\u4ece\u4e00\u5f00\u59cb\u5c31\u786e\u4fdd\u7b26\u5408 MiFID II \u7684\u9002\u7528\u6027\u8981\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-digital-onboarding-and-kyc\">\u6570\u5b57\u5316\u5165\u804c\u548c KYC<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u5305\u62ec <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>, \u53d7\u76ca\u6240\u6709\u4eba\u6838\u67e5, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/pep-%e5%88%b6%e8%a3%81%e7%ad%9b%e9%80%89-2025-%e5%b9%b4%e9%87%91%e8%9e%8d%e6%9c%ba%e6%9e%84%e5%ae%8c%e6%95%b4%e5%90%88%e8%a7%84%e6%8c%87%e5%8d%97\/\" target=\"_self\">\u5236\u88c1\u548c PEP \u7b5b\u67e5<\/a>, \uff0c\u4ee5\u53ca\u6587\u4ef6\u6536\u96c6\u3002\u8d44\u91d1\u6765\u6e90\u548c\u8d22\u5bcc\u6765\u6e90\u6838\u5b9e\u5bf9\u4e8e\u79c1\u4eba\u94f6\u884c\u4e1a\u52a1\u7684\u76d1\u7ba1\u8981\u6c42\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-activation-and-adoption\">\u6fc0\u6d3b\u4e0e\u91c7\u7eb3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u9636\u6bb5\u7684\u7279\u70b9\u5728\u4e8e\u9996\u6b21\u4ea4\u6613\u3001\u8d26\u6237\u5f00\u8bbe\u4ee5\u53ca\u521d\u671f\u652f\u6301\u3002\u79fb\u52a8\u94f6\u884c\u548c\u7f51\u4e0a\u94f6\u884c\u5e73\u53f0\u7684\u5f15\u5bfc\u5f0f\u4f53\u9a8c\u63a8\u52a8\u4e86\u7528\u6237\u91c7\u7528\u7387\uff0c\u9886\u5148\u94f6\u884c\u7684\u76ee\u6807\u662f\u572830\u5929\u5185\u5b9e\u73b080%\u7684\u6570\u5b57\u670d\u52a1\u91c7\u7528\u7387\u3002\u5728\u5ba2\u6237\u5f00\u59cb\u4f7f\u7528\u670d\u52a1\u65f6\uff0c\u4e3a\u5176\u63d0\u4f9b\u4e2a\u6027\u5316\u652f\u6301 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e9%93%b6%e8%a1%8c%e5%8d%b3%e6%9c%8d%e5%8a%a1-baas-%e5%a6%82%e4%bd%95%e8%bf%90%e4%bd%9c\/\" target=\"_self\">\u94f6\u884c\u670d\u52a1<\/a> \u5bf9\u4e8e\u5efa\u7acb\u4fe1\u4efb\u548c\u786e\u4fdd\u987a\u5229\u8fc7\u6e21\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ongoing-servicing\">\u6301\u7eed\u4fdd\u517b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u671f\u5ba1\u67e5\u3001\u9002\u5e94\u6027\u68c0\u67e5\u3001\u54a8\u8be2\u4f1a\u8bae\u548c\u670d\u52a1\u8bf7\u6c42\u9700\u8981\u6301\u7eed\u76d1\u63a7\u3002\u4ea4\u6613\u76d1\u63a7\u5b9e\u65f6\u8fd0\u884c\uff0c\u7528\u4e8e\u53cd\u6d17\u94b1\u7b5b\u67e5\u3002\u6839\u636e AMLD6\uff08\u7b2c\u516d\u9879\u53cd\u6d17\u94b1\u6307\u4ee4\uff0c\u8be5\u6307\u4ee4\u5bf9\u76d1\u63a7\u548c\u62a5\u544a\u53ef\u7591\u6d3b\u52a8\u8bbe\u5b9a\u4e86\u66f4\u9ad8\u8981\u6c42\uff09\uff0c\u9ad8\u98ce\u9669\u5ba2\u6237\u5fc5\u987b\u63a5\u53d7\u5e74\u5ea6\u5ba1\u67e5\u3002\u5229\u7528\u6570\u5b57\u8ddf\u8e2a\u6765\u76d1\u63a7\u5ba2\u6237\u4e92\u52a8\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u5728\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u5404\u4e2a\u9636\u6bb5\u6536\u96c6\u53cd\u9988\u3001\u5206\u6790\u884c\u4e3a\u5e76\u6539\u5584\u670d\u52a1\u4ea4\u4ed8\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-expansion-and-cross-selling\">\u6269\u5f20\u548c\u4ea4\u53c9\u9500\u552e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u9a71\u52a8\u7684\u8d44\u8d28\u8bc4\u4f30\u5f15\u64ce\u80fd\u591f\u5728\u6070\u5f53\u7684\u65f6\u673a\u8bc6\u522b\u51fa\u4f4f\u623f\u8d37\u6b3e\u3001\u6295\u8d44\u4ea7\u54c1\u548c\u4fdd\u9669\u7684\u9500\u552e\u673a\u4f1a\u3002\u90a3\u4e9b\u5b9e\u73b015%-25%TP3T\u8f6c\u5316\u7387\u7684\u94f6\u884c\uff0c\u80fd\u591f\u6709\u6548\u5229\u7528\u5ba2\u6237\u504f\u597d\u548c\u751f\u547d\u5468\u671f\u89e6\u53d1\u70b9\u3002\u4e2a\u6027\u5316\u4e92\u52a8\u5728\u8bc6\u522b\u548c\u6ee1\u8db3\u5ba2\u6237\u7684\u989d\u5916\u9700\u6c42\u3001\u63d0\u5347\u6ee1\u610f\u5ea6\u548c\u5fe0\u8bda\u5ea6\u65b9\u9762\u53d1\u6325\u7740\u5173\u952e\u4f5c\u7528\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-offboarding-and-exit\">\u79bb\u804c\u548c\u9000\u51fa<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d26\u6237\u6ce8\u9500\u9700\u8981\u6700\u7ec8\u62a5\u8868\u3001\u95ee\u9898\u89e3\u51b3\u4ee5\u53ca\u53f8\u6cd5\u7ba1\u8f96\u533a\u4fdd\u7559\u3002\u745e\u58eb\u6839\u636e FINMA \u6307\u5357\u8981\u6c42\u4fdd\u7559\u6570\u636e 10 \u5e74\uff0c\u800c GDPR \u8981\u6c42\u59a5\u5584\u5b58\u6863\u5e76\u52a0\u5bc6\u4ee5\u9632\u6b62\u6570\u636e\u6cc4\u9732\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8fc7\u6e21\uff1a<\/strong><br>\u4ee5\u4e0b\u51e0\u8282\u5c06\u6df1\u5165\u63a2\u8ba8\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u6700\u5173\u952e\u7684\u4e24\u4e2a\u9636\u6bb5\uff1a\u5ba2\u6237\u83b7\u53d6\u548c\u8d26\u6237\u8bbe\u7f6e\u3002\u7406\u89e3\u8fd9\u4e9b\u57fa\u7840\u6b65\u9aa4\u5bf9\u4e8e\u5efa\u7acb\u7262\u56fa\u3001\u5408\u89c4\u4e14\u6301\u4e45\u7684\u5ba2\u6237\u5173\u7cfb\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-acquisition-from-prospect-to-client\">\u5ba2\u6237\u83b7\u53d6\uff1a\u4ece\u6f5c\u5728\u5ba2\u6237\u5230\u5ba2\u6237<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u83b7\u53d6\u6807\u5fd7\u7740\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u6d41\u7a0b\u7684\u5f00\u7aef\uff0c\u5728\u6b64\u9636\u6bb5\uff0c\u91d1\u878d\u673a\u6784\u4e13\u6ce8\u4e8e\u5c06\u6f5c\u5728\u5ba2\u6237\u8f6c\u5316\u4e3a\u6709\u4ef7\u503c\u7684\u5ba2\u6237\u3002\u5728\u6b64\u9636\u6bb5\uff0c\u4e86\u89e3\u5ba2\u6237\u7684\u9700\u6c42\u3001\u504f\u597d\u548c\u884c\u4e3a\u5bf9\u4e8e\u63d0\u4f9b\u80fd\u591f\u5f15\u8d77\u6f5c\u5728\u5ba2\u6237\u5171\u9e23\u7684\u4e2a\u6027\u5316\u4e92\u52a8\u548c\u5b9a\u5236\u5316\u4f18\u60e0\u81f3\u5173\u91cd\u8981\u3002\u901a\u8fc7\u5229\u7528\u5148\u8fdb\u7684\u6570\u636e\u5206\u6790\u548c\u6570\u5b57\u5de5\u5177\u7b49\u6280\u672f\uff0c\u94f6\u884c\u53ef\u4ee5\u7cbe\u7b80\u5ba2\u6237\u83b7\u53d6\u6d41\u7a0b\uff0c\u4f7f\u5176\u66f4\u6709\u6548\u7387\u4e14\u66f4\u5177\u6210\u672c\u6548\u76ca\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f3a\u5927\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u6d41\u7a0b\u53ef\u786e\u4fdd\u4ece\u6700\u521d\u7684\u63a5\u89e6\u70b9\u5230\u6700\u7ec8\u8f6c\u5316\uff0c\u6bcf\u4e00\u6b21\u4e92\u52a8\u90fd\u5f97\u5230\u8ffd\u8e2a\u548c\u4f18\u5316\u3002\u8fd9\u79cd\u65b9\u6cd5\u4e0d\u4ec5\u80fd\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\uff0c\u8fd8\u80fd\u901a\u8fc7\u786e\u4fdd\u6240\u6709\u6c9f\u901a\u548c\u6570\u636e\u6536\u96c6\u7b26\u5408\u884c\u4e1a\u6807\u51c6\u6765\u652f\u6301\u5408\u89c4\u6027\u3002\u57fa\u4e8e\u5b9e\u65f6\u6d1e\u5bdf\u7684\u4e2a\u6027\u5316\u4e92\u52a8\u6709\u52a9\u4e8e\u94f6\u884c\u4e0e\u65b0\u5ba2\u6237\u5efa\u7acb\u4fe1\u4efb\u548c\u4fe1\u8a89\uff0c\u4e3a\u957f\u671f\u7684\u5ba2\u6237\u5fe0\u8bda\u5ea6\u5960\u5b9a\u57fa\u7840\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u6548\u7684\u5ba2\u6237\u83b7\u53d6\u7b56\u7565\u65e8\u5728\u51cf\u5c11\u5ba2\u6237\u9047\u5230\u7684\u969c\u788d\uff0c\u52a0\u5feb\u5165\u804c\u6d41\u7a0b\uff0c\u5e76\u4e3a\u65b0\u5ba2\u6237\u63d0\u4f9b\u65e0\u7f1d\u7684\u4f53\u9a8c\u3002\u901a\u8fc7\u5173\u6ce8\u6bcf\u4f4d\u6f5c\u5728\u5ba2\u6237\u7684\u72ec\u7279\u9700\u6c42\u5e76\u5229\u7528\u751f\u547d\u5468\u671f\u7ba1\u7406\u5de5\u5177\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u589e\u52a0\u8f6c\u5316\u7387\uff0c\u5e76\u63a8\u52a8\u53ef\u6301\u7eed\u7684\u6536\u5165\u589e\u957f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-account-setup-seamless-foundations-for-client-relationships\">\u8d26\u6237\u8bbe\u7f6e\uff1a\u4e3a\u5ba2\u6237\u5173\u7cfb\u5960\u5b9a\u65e0\u7f1d\u57fa\u7840<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d26\u6237\u8bbe\u7f6e\u662f\u5ba2\u6237\u751f\u547d\u5468\u671f\u4e2d\u7684\u4e00\u4e2a\u5173\u952e\u9636\u6bb5\uff0c\u4e3a\u5efa\u7acb\u6210\u529f\u4e14\u6301\u4e45\u7684\u5ba2\u6237\u5173\u7cfb\u5960\u5b9a\u4e86\u57fa\u7840\u3002\u65e0\u7f1d\u7684\u8d26\u6237\u8bbe\u7f6e\u6d41\u7a0b\u5bf9\u4e8e\u63d0\u4f9b\u79ef\u6781\u7684\u5ba2\u6237\u4f53\u9a8c\u3001\u5efa\u7acb\u4fe1\u4efb\u4ee5\u53ca\u4ece\u4e00\u5f00\u59cb\u5c31\u786e\u4fdd\u5b8c\u5168\u7b26\u5408\u76d1\u7ba1\u8981\u6c42\u81f3\u5173\u91cd\u8981\u3002\u901a\u8fc7\u81ea\u52a8\u5316\u4f8b\u884c\u4efb\u52a1\u548c\u5229\u7528\u6570\u5b57\u5de5\u5177\uff0c\u94f6\u884c\u53ef\u4ee5\u663e\u8457\u51cf\u5c11\u9519\u8bef\u5e76\u6700\u5927\u9650\u5ea6\u5730\u7f29\u77ed\u5ef6\u8fdf\uff0c\u4ece\u800c\u4f7f\u5ba2\u6237\u80fd\u591f\u5feb\u901f\u6709\u6548\u5730\u83b7\u5f97\u670d\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u7b80\u5316\u7684\u65b9\u6cd5\u4f7f\u5ba2\u6237\u7ecf\u7406\u80fd\u591f\u6295\u5165\u66f4\u591a\u65f6\u95f4\u6765\u63d0\u4f9b\u4e2a\u6027\u5316\u652f\u6301\u548c\u4e13\u5bb6\u5efa\u8bae\uff0c\u4ece\u800c\u8fdb\u4e00\u6b65\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u5fe0\u8bda\u5ea6\u3002\u8d26\u6237\u8bbe\u7f6e\u8fc7\u7a0b\u4e2d\u6536\u96c6\u7684\u51c6\u786e\u4e14\u6700\u65b0\u7684\u5ba2\u6237\u4fe1\u606f\u8fd8\u6709\u52a9\u4e8e\u5728\u5ba2\u6237\u751f\u547d\u5468\u671f\u5185\u8fdb\u884c\u6301\u7eed\u76d1\u63a7\u548c\u6709\u6548\u98ce\u9669\u8bc4\u4f30\u3002\u901a\u8fc7\u5d4c\u5165\u6700\u4f73\u5b9e\u8df5\u548c\u5229\u7528\u6280\u672f\uff0c\u94f6\u884c\u53ef\u4ee5\u786e\u4fdd\u8d26\u6237\u8bbe\u7f6e\u4e0d\u4ec5\u9ad8\u6548\uff0c\u800c\u4e14\u7a33\u5065\uff0c\u652f\u6301\u6301\u7eed\u7684\u5408\u89c4\u6027\u548c\u5353\u8d8a\u8fd0\u8425\u3002.<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-typical-clm-pain-points-in-banks\">\u94f6\u884c\u5178\u578b\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u75db\u70b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u5728\u5ba2\u6237\u65c5\u7a0b\u7684\u6bcf\u4e2a\u9636\u6bb5\u90fd\u4f1a\u9047\u5230\u963b\u788d\uff0c\u8fd9\u4e9b\u963b\u788d\u4f1a\u635f\u5bb3\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u8fd0\u8425\u6548\u7387\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-manual-onboarding-chaos\">\u624b\u52a8\u5165\u804c\u7684\u6df7\u4e71<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u57fa\u4e8e\u7535\u5b50\u90ae\u4ef6\u548c\u7535\u5b50\u8868\u683c\u7684\u5165\u804c\u6d41\u7a0b\u4f1a\u5bfc\u81f430-50%\u4efd\u6587\u4ef6\u9700\u8981\u91cd\u65b0\u63d0\u4ea4\u3002\u5ba2\u6237\u56e0\u591a\u6b21\u63d0\u4f9b\u76f8\u540c\u7684\u62a4\u7167\u590d\u5370\u4ef6\u800c\u611f\u5230\u6cae\u4e27\u3002\u5982\u679c\u521d\u59cb\u5165\u804c\u6d41\u7a0b\u8d85\u8fc7\u4e24\u5468\uff0c\u8f6c\u5316\u7387\u5c06\u4e0b\u964d15%\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-inconsistent-risk-scoring\">\u98ce\u9669\u8bc4\u5206\u4e0d\u4e00\u81f4<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u7531\u4e8e\u653f\u7b56\u672a\u6807\u51c6\u5316\u4e14\u4f7f\u7528\u672c\u5730\u5316\u5de5\u5177\uff0c\u82cf\u9ece\u4e16\u7684\u5206\u652f\u673a\u6784\u6240\u91c7\u7528\u7684\u98ce\u9669\u6807\u51c6\u53ef\u80fd\u4e0e\u4f26\u6566\u56e2\u961f\u6709\u6240\u4e0d\u540c\u30022022\u5e74\u745e\u58eb\u91d1\u878d\u5e02\u573a\u76d1\u7ba1\u5c40\uff08FINMA\uff09\u5bf9\u67d0\u5bb6\u79c1\u4eba\u94f6\u884c\u63d0\u8d77\u7684\u8bc9\u8bbc\u4e2d\uff0c\u5c31\u63ed\u793a\u4e86\u56e0\u8fd9\u7c7b\u4e0d\u4e00\u81f4\u800c\u4ea7\u751f\u768420%\u5ba1\u8ba1\u53d1\u73b0\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-data-fragmentation\">\u6570\u636e\u788e\u7247\u5316<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u6570\u636e\u5206\u6563\u5728\u72ec\u7acb\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u3001\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u548c\u6587\u6863\u7ba1\u7406\u7cfb\u7edf\u4e2d\u3002\u8d5b\u4f26\u7279\uff08Celent\uff092025\u5e74\u7684\u4e00\u9879\u8c03\u67e5\u663e\u793a\uff0c70%\u7684\u94f6\u884c\u7f3a\u4e4f\u771f\u6b63\u7684360\u5ea6\u5168\u666f\u89c6\u56fe\u3002\u4e3a\u4e86\u5e94\u5bf9\u76d1\u7ba1\u68c0\u67e5\u800c\u6574\u5408\u5ba2\u6237\u4fe1\u606f\uff0c\u5f80\u5f80\u9700\u8981\u8017\u65f6\u6570\u5468\uff0c\u800c\u975e\u8f7b\u70b9\u9f20\u6807\u5373\u53ef\u5b8c\u6210\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-audit-reconstruction-failures\">\u5ba1\u8ba1\u91cd\u5efa\u5931\u8d25<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u5bb6\u82f1\u56fd\u94f6\u884c\u56e0\u672a\u80fd\u53ca\u65f6\u91cd\u5efa\u957f\u8fbe\u4e94\u5e74\u7684\u5b8c\u6574\u5ba2\u6237\u8bb0\u5f55\uff0c\u4e8e2023\u5e74\u6839\u636e\u300a\u6d88\u8d39\u8005\u4e49\u52a1\u300b\u89c4\u5b9a\u88ab\u7f5a\u6b3e1000\u4e07\u82f1\u9551\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-regulation-kyc-and-compliance-across-the-lifecycle\">\u5408\u89c4\u3001\u5ba2\u6237\u8eab\u4efd\u9a8c\u8bc1\u548c\u8d2f\u7a7f\u751f\u547d\u5468\u671f\u7684\u5408\u89c4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">KYC\uff08\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff09\u3001AML\uff08\u53cd\u6d17\u94b1\uff09\u3001\u7a0e\u6536\u900f\u660e\u548c\u6295\u8d44\u8005\u4fdd\u62a4\u89c4\u5219\u6e17\u900f\u5230\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u7684\u6bcf\u4e2a\u9636\u6bb5\u3002\u5f53\u6cd5\u89c4\u8981\u6c42\u6574\u5408\u76d1\u7763\u65f6\uff0c\u94f6\u884c\u4e0d\u80fd\u5c06\u5408\u89c4\u89c6\u4e3a\u4e00\u4e2a\u72ec\u7acb\u7684\u529f\u80fd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f71\u54cd\u6b27\u6d32\u548c\u745e\u58eb\u94f6\u884c\u7684\u5173\u952e\u5408\u89c4\u5236\u5ea6\u5305\u62ec\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5916\u56fd\u8d26\u6237\u7a0e\u6536\u9075\u4ece\u6cd5<\/strong> (2010): 30% \u56e0\u672a\u9075\u5b88\u89c4\u5b9a\u800c\u6263\u7f34\u7684\u7f8e\u56fd\u7a0e\u6b3e<\/li>\n\n\n\n<li><strong>CRS<\/strong> (2014)\uff1a100\u591a\u4e2a\u56fd\u5bb6\u81ea\u52a8\u5151\u6362<\/li>\n\n\n\n<li><strong>\u53cd\u6d17\u94b1\u6307\u4ee45\/6<\/strong> (2020\/2021): \u52a0\u5f3a\u4ea4\u6613\u76d1\u63a7\uff08AMLD6 \u662f\u7b2c\u516d\u9879\u53cd\u6d17\u94b1\u6307\u4ee4\uff0c\u5b83\u52a0\u5f3a\u4e86\u5bf9\u6d17\u94b1\u548c\u6050\u6016\u4e3b\u4e49\u878d\u8d44\u7684\u76d1\u63a7\u3001\u62a5\u544a\u548c\u9884\u9632\u8981\u6c42\uff09<\/li>\n\n\n\n<li><strong>MiFID II<\/strong> (2018): \u5408\u89c4\u6027\u6587\u4ef6\u8981\u6c42<\/li>\n\n\n\n<li><strong>\u82f1\u56fd\u6d88\u8d39\u8005\u4e49\u52a1<\/strong> (2023)\uff1a\u516c\u5141\u4ef7\u503c\u7126\u70b9<\/li>\n\n\n\n<li><strong>\u745e\u58eb\u91d1\u878d\u670d\u52a1\u6cd5\/\u91d1\u878d\u673a\u6784\u6cd5<\/strong> (2020): \u5173\u952e\u4fe1\u606f\u6587\u4ef6\u548c\u6295\u8bc9\u5904\u7406\uff08\u300a\u91d1\u878d\u670d\u52a1\u6cd5\u300b\u7b2c\u516b\u6761\u7279\u522b\u8981\u6c42\u91d1\u878d\u673a\u6784\u7ef4\u62a4\u8be6\u7ec6\u7684\u5ba2\u6237\u6570\u636e\u8bbf\u95ee\u8bb0\u5f55\uff0c\u4ee5\u5907\u5ba1\u8ba1\u548c\u5408\u89c4\u4e4b\u7528\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u671f\u66f4\u65b0\u5ba2\u6237\u5c3d\u804c\u8c03\u67e5\uff08KYC\uff09\u7684\u8981\u6c42\u56e0\u98ce\u9669\u8bc4\u7ea7\u800c\u5f02\uff1a\u9ad8\u98ce\u9669\u5ba2\u6237\u901a\u5e38\u6bcf\u5e74\u66f4\u65b0\u4e00\u6b21\uff0c\u4e2d\u98ce\u9669\u5ba2\u6237\u4e3a\u4e09\u5e74\u4e00\u6b21\uff0c\u4f4e\u98ce\u9669\u5ba2\u6237\u4e3a\u4e94\u5e74\u4e00\u6b21\u3002\u624b\u52a8\u5904\u7406\u65b9\u5f0f\u5bfc\u81f4\u6848\u4ef6\u79ef\u538b\uff0c\u5f71\u54cd\u4e8640%\u7684\u6848\u4ef6\uff0c\u4ece\u800c\u5f15\u53d1\u4e86\u8017\u8d44\u6570\u767e\u4e07\u7684\u6574\u6539\u9879\u76ee\u3002\u4e39\u65af\u514b\u94f6\u884c40\u4ebf\u6b27\u5143\u4e11\u95fb\u8868\u660e\uff0c\u4e00\u65e6\u4ea4\u6613\u76d1\u63a7\u5931\u6548\uff0c\u5c06\u4f1a\u4ea7\u751f\u600e\u6837\u7684\u540e\u679c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u6311\u6218\u9700\u8981\u96c6\u4e2d\u7684\u89c4\u5219\u5f15\u64ce\u3002\u5728\u5362\u68ee\u5821\u4e3a\u4e2d\u4e1c\u5b9e\u4f53\u9884\u8ba2\u7684\u5ba2\u6237\u9700\u8981\u4e0e\u745e\u58eb\u5c45\u6c11\u4e0d\u540c\u7684\u7a0e\u52a1\u5904\u7406\u3002CLM\u5e73\u53f0\u5fc5\u987b\u7ef4\u62a4\u5b8c\u6574\u7684\u51b3\u7b56\u3001\u5ba1\u6279\u548c\u6587\u6863\u7248\u672c\u5ba1\u8ba1\u8ddf\u8e2a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u5408\u89c4\u6d41\u7a0b\u5d4c\u5165\u5230\u751f\u547d\u5468\u671f\u4e2d\uff0c\u540c\u65f6\u5c06\u6240\u6709\u654f\u611f\u6570\u636e\u4fdd\u7559\u5728\u745e\u58eb\u6216\u7531\u94f6\u884c\u63a7\u5236\u7684\u672c\u5730\u57fa\u7840\u8bbe\u65bd\u4e2d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-sovereignty-and-banking-secrecy\">\u6570\u636e\u4e3b\u6743\u4e0e\u94f6\u884c\u4fdd\u5bc6<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b27\u6d32\u548c\u745e\u58eb\u7684\u94f6\u884c\u8d8a\u6765\u8d8a\u8d28\u7591\u5c06\u5ba2\u6237\u6570\u636e\u5b58\u50a8\u5728\u7f8e\u56fd\u6216\u4e2d\u56fd\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u662f\u5426\u7b26\u5408\u5176\u4e49\u52a1\u3002\u300a2018\u5e74\u7f8e\u56fd\u4e91\u6cd5\u6848\u300b\u5141\u8bb8\u7f8e\u56fd\u5f53\u5c40\u5728\u7ba1\u8f96\u6743\u4e0d\u53d7\u5730\u7406\u4f4d\u7f6e\u9650\u5236\u7684\u60c5\u51b5\u4e0b\uff0c\u5bf9\u7f8e\u56fd\u516c\u53f8\u62e5\u6709\u7684\u6570\u636e\u8fdb\u884c\u57df\u5916\u7ba1\u8f96\u30022021\u5e74\u4e2d\u56fd\u300a\u4e2a\u4eba\u4fe1\u606f\u4fdd\u62a4\u6cd5\u300b\u4e5f\u5f15\u53d1\u4e86\u7c7b\u4f3c\u7684\u62c5\u5fe7\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u6570\u636e\u4e3b\u6743\u662f\u6307\u6570\u636e\u5b58\u50a8\u4e8e\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\uff0c\u53d7\u745e\u58eb\u6cd5\u5f8b\u7ba1\u8f96\uff0c\u5e76\u72ec\u7acb\u4e8e\u5916\u56fd\u6cd5\u5f8b\u4f53\u7cfb\u3002\u666e\u534e\u6c38\u9053\uff08PwC\uff092024\u5e74\u7684\u4e00\u9879\u8c03\u67e5\u663e\u793a\uff0c60%\u7684\u745e\u58eb\u94f6\u884c\u8981\u6c42\u5bf9\u654f\u611f\u5ba2\u6237\u4fe1\u606f\u91c7\u53d6\u8fd9\u79cd\u505a\u6cd5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e9b\u79c1\u4eba\u94f6\u884c\u548c\u516c\u5171\u90e8\u95e8\u673a\u6784\u8d70\u5f97\u66f4\u8fdc\uff0c\u8981\u6c42\u672c\u5730\u90e8\u7f72\uff0c\u673a\u6784\u53ef\u5b8c\u5168\u63a7\u5236\u52a0\u5bc6\u5bc6\u94a5\u548c\u57fa\u7840\u8bbe\u65bd\u3002\u8fd9\u5728\u5904\u7406\u653f\u6cbb\u654f\u611f\u4eba\u58eb\u3001\u8d85\u9ad8\u51c0\u503c\u5ba2\u6237\u548c\u8981\u6c42\u4e25\u683c\u4fdd\u5bc6\u7684\u56fd\u6709\u4f01\u4e1a\u65f6\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5141\u8bb8\u5728\u745e\u58eb\u6258\u7ba1\u73af\u5883\u6216\u672c\u5730\u90e8\u7f72\uff0c\u63d0\u4f9b <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> \u5927\u578b\u7f8e\u56fd\u548c\u4e2d\u56fd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5957\u4ef6\u7684\u66ff\u4ee3\u65b9\u6848\u3002\u94f6\u884c\u53ef\u63a7\u5236\u8c01\u53ef\u4ee5\u8bbf\u95ee\u5ba2\u6237\u6570\u636e\u4ee5\u53ca\u5728\u4f55\u79cd\u6761\u4ef6\u4e0b\u8bbf\u95ee\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-data-analytics-and-the-360-degree-client-view\">\u6570\u636e\u3001\u5206\u6790\u548c 360 \u5ea6\u5ba2\u6237\u89c6\u56fe<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684360\u5ea6\u89c6\u89d2\u662f\u6709\u6548\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u7684\u6838\u5fc3\u3002\u5b83\u6307\u7684\u662f\u4e00\u4e2a\u7edf\u4e00\u3001\u5168\u9762\u7684\u5ba2\u6237\u6863\u6848\uff0c\u6574\u5408\u4e86\u5ba2\u6237\u5728\u5404\u4e2a\u7cfb\u7edf\u4e2d\u7684\u6240\u6709\u6570\u636e\u3001\u4e92\u52a8\u3001\u6587\u4ef6\u548c\u98ce\u9669\u8bc4\u4f30\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u670d\u52a1\uff0c\u786e\u4fdd\u5408\u89c4\u6027\uff0c\u5e76\u5feb\u901f\u54cd\u5e94\u5ba2\u6237\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5fc5\u9808\u9023\u63a5\u7684\u95dc\u9375\u6578\u64da\u6e90\u5305\u62ec\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e26\u6709\u5ba2\u6237\u4e92\u52a8\u529f\u80fd\u7684CRM\u7cfb\u7edf<\/li>\n\n\n\n<li>\u6838\u5fc3\u94f6\u884c\uff0c\u5305\u542b\u8d26\u6237\u548c\u4ea4\u6613<\/li>\n\n\n\n<li>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\uff08\u542b\u6301\u4ed3\uff09<\/li>\n\n\n\n<li>\u4ea4\u6613\u7cfb\u7edf\u6267\u884c\u5386\u53f2<\/li>\n\n\n\n<li>\u5305\u542b\u5408\u540c\u548c KYC \u6587\u4ef6\u7684\u6587\u6863\u5b58\u50a8\u5e93<\/li>\n\n\n\n<li>\u547c\u53eb\u4e2d\u5fc3\u65e5\u5fd7\u548c\u6570\u5b57\u6e20\u9053\u5206\u6790<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6253\u7834\u6570\u636e\u5b64\u5c9b\u9700\u8981\u9075\u5b88 GDPR\u3001\u82f1\u56fd GDPR \u4ee5\u53ca 2023 \u5e74\u745e\u58eb\u6570\u636e\u4fdd\u62a4\u6cd5\u4fee\u8ba2\u6848\u4e0b\u7684\u5730\u533a\u6570\u636e\u4fdd\u7559\u89c4\u5219\u3002\u6570\u636e\u7ba1\u7406\u5fc5\u987b\u5728\u5168\u9762\u89c6\u56fe\u548c\u9690\u79c1\u4e49\u52a1\u4e4b\u95f4\u53d6\u5f97\u5e73\u8861\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5206\u6790\u4f7f\u94f6\u884c\u80fd\u591f\u5bf9\u5ba2\u6237\u8fdb\u884c\u7ec6\u5206\uff0c\u9884\u6d4b\u5ba2\u6237\u6d41\u5931\uff0c\u8bc6\u522b\u8ffd\u52a0\u9500\u552e\u673a\u4f1a\uff0c\u5e76\u68c0\u6d4b\u5f02\u5e38\u884c\u4e3a\u3002\u76ee\u6807\u662f\u5728\u6bcf\u4e2a\u751f\u547d\u5468\u671f\u9636\u6bb5\u90fd\u63d0\u4f9b\u53ef\u884c\u7684\u89c1\u89e3\u3002\u5728\u91cd\u5927\u5e02\u573a\u53d8\u52a8\u540e\u63d0\u51fa\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\u5efa\u8bae\u53ef\u4ee5\u4f53\u73b0\u5176\u4ef7\u503c\u3002\u5728 KYC\uff08\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff09\u5230\u671f\u524d 30 \u5929\u53d1\u51fa\u53ca\u65f6\u8b66\u62a5\u53ef\u4ee5\u9632\u6b62\u5408\u89c4\u5dee\u8ddd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u5728\u4e00\u4e2a\u5e73\u53f0\u4e0a\u63d0\u4f9b\u96c6\u6210\u7684CRM\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5de5\u4f5c\u6d41\u7a0b\u6570\u636e\uff0c\u4ece\u800c\u7b80\u5316\u4e86\u5728\u4e3b\u6743\u57fa\u7840\u8bbe\u65bd\u5185\u521b\u5efa\u771f\u6b63\u7684360\u5ea6\u5ba2\u6237\u89c6\u56fe\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-breaking-down-data-silos-in-modern-banking\">\u6253\u7834\u73b0\u4ee3\u94f6\u884c\u4e1a\u7684\u6570\u636e\u5b64\u5c9b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5f53\u4eca\u7684\u94f6\u884c\u4e1a\u73af\u5883\u4e2d\uff0c\u6253\u7834\u6570\u636e\u5b64\u5c9b\u662f\u6709\u6548\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u7684\u57fa\u7840\u3002\u6574\u5408\u6765\u81ea\u591a\u4e2a\u6765\u6e90\u548c\u90e8\u95e8\u7684\u5ba2\u6237\u6570\u636e\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u4e3a\u6bcf\u4f4d\u5ba2\u6237\u521b\u5efa\u7edf\u4e00\u3001\u5168\u9762\u7684\u89c6\u56fe\u3002\u8fd9\u79cd\u6574\u4f53\u89c6\u89d2\u5bf9\u4e8e\u63d0\u4f9b\u6ee1\u8db3\u5ba2\u6237\u4e0d\u65ad\u53d8\u5316\u671f\u671b\u7684\u4e2a\u6027\u5316\u4e92\u52a8\u548c\u5b9a\u5236\u5316\u670d\u52a1\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9700\u8981\u4e00\u4e2a\u5f3a\u5927\u7684\u6570\u636e\u7ba1\u7406\u7cfb\u7edf\u6765\u5904\u7406\u5ba2\u6237\u751f\u547d\u5468\u671f\u4e2d\u4ea7\u751f\u7684\u6d77\u91cf\u5ba2\u6237\u6570\u636e\u3002\u901a\u8fc7\u5229\u7528\u5148\u8fdb\u7684\u5206\u6790\u548c\u673a\u5668\u5b66\u4e60\uff0c\u94f6\u884c\u53ef\u4ee5\u6df1\u5165\u4e86\u89e3\u5ba2\u6237\u7684\u884c\u4e3a\u548c\u504f\u597d\uff0c\u4e3a\u6218\u7565\u51b3\u7b56\u63d0\u4f9b\u4f9d\u636e\uff0c\u5e76\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u3002\u5b9e\u65f6\u51c6\u786e\u5730\u8bbf\u95ee\u5ba2\u6237\u4fe1\u606f\uff0c\u80fd\u591f\u8d4b\u80fd\u7ec4\u7ec7\u5185\u5404\u56e2\u961f\u6709\u6548\u534f\u4f5c\uff0c\u786e\u4fdd\u5728\u6bcf\u4e2a\u63a5\u89e6\u70b9\u90fd\u80fd\u63d0\u4f9b\u4e00\u81f4\u4e14\u65e0\u7f1d\u7684\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6d88\u9664\u6570\u636e\u5b64\u5c9b\u4e0d\u4ec5\u80fd\u589e\u5f3a\u751f\u547d\u5468\u671f\u7ba1\u7406\uff0c\u8fd8\u80fd\u901a\u8fc7\u63d0\u4f9b\u6e05\u6670\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u548c\u4fc3\u8fdb\u5bf9\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u7684\u53ca\u65f6\u54cd\u5e94\u6765\u652f\u6301\u76d1\u7ba1\u5408\u89c4\u3002\u6700\u7ec8\uff0c\u96c6\u6210\u7684Data management\u53ef\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u5e76\u63a8\u52a8\u66f4\u597d\u7684\u4e1a\u52a1\u6210\u679c\u3002.<\/p>\n\n\n\n\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-personalisation-and-client-experience-in-clm\">CLV\u4e2d\u7684\u4e2a\u6027\u5316\u548c\u5ba2\u6237\u4f53\u9a8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u73b0\u5728\u671f\u671b\u83b7\u5f97\u4e0e\u4ed6\u4eec\u5728\u9886\u5148\u7684\u6570\u5b57\u6d88\u8d39\u54c1\u724c\u4e2d\u6240\u4eab\u53d7\u5230\u7684\u540c\u7b49\u4e2a\u6027\u5316\u4f53\u9a8c\u3002\u90a3\u4e9b\u5728\u5176\u4ed6\u5730\u65b9\u4f53\u9a8c\u8fc7\u5b9a\u5236\u5316\u63a8\u8350\u7684\u5ba2\u6237\uff0c\u5bf9\u5343\u7bc7\u4e00\u5f8b\u7684\u5b63\u5ea6\u62a5\u8868\u4e0d\u518d\u6ee1\u610f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406 (CLM) \u7684\u4e2a\u6027\u5316\u6280\u672f\u5305\u62ec\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6839\u636e\u5ba2\u6237\u7ec6\u5206\u91cf\u8eab\u5b9a\u5236\u7684\u5165\u804c\u6d41\u7a0b<\/li>\n\n\n\n<li>\u4ee5\u5ba2\u6237\u9700\u6c42\u4e3a\u5bfc\u5411\u7684\u76ee\u6807\u578b\u6295\u8d44\u65b9\u6848<\/li>\n\n\n\n<li>\u7279\u5b9a\u7ec6\u5206\u5e02\u573a\u7684\u6c9f\u901a\u8282\u594f<\/li>\n\n\n\n<li>\u6309\u4ea7\u54c1\u548c\u5173\u7cfb\u7b49\u7ea7\u5b9a\u5236\u7684\u6b22\u8fce\u6d88\u606f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u5b66\u4e60\u53ef\u5728\u9075\u5b88\u76d1\u7ba1\u9002\u7528\u6027\u9650\u5236\u7684\u524d\u63d0\u4e0b\u63a8\u8350\u6700\u4f73\u540e\u7eed\u884c\u52a8\u3002\u5728 KYC \u5230\u671f\u524d\u4e3b\u52a8\u53d1\u51fa\u8b66\u62a5\u3001\u63d0\u9192\u4fe1\u7528\u7eed\u671f\u4ee5\u53ca\u6839\u636e\u5ba2\u6237\u504f\u597d\u5f00\u5c55\u6709\u9488\u5bf9\u6027\u7684 ESG \u6295\u8d44\u6d3b\u52a8\uff0c\u8fd9\u4e9b\u4e2a\u6027\u5316\u4e92\u52a8\u80fd\u591f\u5efa\u7acb\u957f\u4e45\u7684\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u8425\u9500\u81ea\u52a8\u5316\u3001\u4eba\u5de5\u667a\u80fd\u5de5\u5177\u548c CRM \u6574\u5408\u5230\u4e00\u4e2a\u5408\u89c4\u7684\u6846\u67b6\u4e2d\u3002\u94f6\u884c\u53ef\u4ee5\u5728\u4e0d\u5c06\u6570\u636e\u5bfc\u51fa\u5230\u975e\u4e3b\u6743\u5e73\u53f0\u7684\u60c5\u51b5\u4e0b\uff0c\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-client-onboarding-and-end-to-end-workflow-automation\">\u6570\u5b57\u5ba2\u6237\u5165\u804c\u548c\u7aef\u5230\u7aef\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u5316\u5f00\u6237\u5df2\u6210\u4e3a\u5408\u540c\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u7684\u663e\u6027\u5165\u53e3\u3002\u6839\u636e\u9ea6\u80af\u9521\u7684\u7814\u7a76\uff0c2020\u5e74\u81f32025\u5e74\u95f4\uff0c80%\u5bb6\u94f6\u884c\u5df2\u4ece\u7eb8\u8d28\u8868\u683c\u8fc7\u6e21\u5230\u5168\u6570\u5b57\u5316\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u6570\u5b57\u5165\u804c\u6d41\u7a0b\u5305\u62ec\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u52a8\u6001\u5b57\u6bb5\u8868\u5355\u586b\u5199<\/li>\n\n\n\n<li>\u8eab\u4efd\u8bc1\u4ef6\u91c7\u96c6\u548c\u751f\u7269\u7279\u5f81\u8bc6\u522b<\/li>\n\n\n\n<li>\u5236\u88c1\u7b5b\u67e5\u548c\u653f\u6cbb\u654f\u611f\u4eba\u58eb\u6838\u67e5<\/li>\n\n\n\n<li>\u57fa\u4e8e\u54cd\u5e94\u7684\u98ce\u9669\u8bc4\u5206<\/li>\n\n\n\n<li>\u6570\u5b57\u7b7e\u540d\u5408\u540c<\/li>\n\n\n\n<li>\u6838\u5fc3\u7cfb\u7edf\u4e2d\u7684\u8d26\u6237\u8bbe\u7f6e<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u5316\u5c06\u4f4e\u98ce\u9669\u96f6\u552e\u5ba2\u6237\u7684\u5165\u804c\u65f6\u95f4\u4ece\u51e0\u5468\u7f29\u77ed\u5230\u51e0\u5929\u751a\u81f3\u51e0\u5206\u949f\u3002\u76f4\u63a5\u5904\u7406\u53ef\u81ea\u52a8\u5904\u7406\u6807\u51c6\u6848\u4f8b\uff0c\u800c\u52a8\u6001\u5de5\u4f5c\u6d41\u7a0b\u5219\u5c06\u9ad8\u98ce\u9669\u6216\u590d\u6742\u7684\u4f01\u4e1a\u5ba2\u6237\u8def\u7531\u7ed9\u4e13\u4e1a\u56e2\u961f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u53ef\u4ee5\u901a\u8fc7API\u548c\u5de5\u4f5c\u6d41\u7f16\u6392\u6765\u81ea\u52a8\u5316\u5f00\u6237\u3001\u5236\u5361\u548c\u521d\u59cb\u6295\u8d44\u7ec4\u5408\u8bbe\u7f6e\u7b49\u4e0b\u6e38\u6d41\u7a0b\u3002\u8fd9\u53ef\u4ee5\u63d0\u9ad8\u5ba2\u6237\u83b7\u53d6\u7387\u548c\u521d\u6b21\u5370\u8c61\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u5728\u4e00\u4e2a\u5e73\u53f0\u5185\u63d0\u4f9b\u6570\u5b57\u4e0a\u624b\u3001KYC\u68c0\u67e5\u548c\u6587\u6863\u5de5\u4f5c\u6d41\uff0c\u6d88\u9664\u4e86\u5c06\u5ba2\u6237\u6570\u636e\u53d1\u9001\u7ed9\u591a\u4e2a\u5916\u90e8\u63d0\u4f9b\u5546\u7684\u9700\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-from-onboarding-to-ongoing-servicing\">\u4ece\u5165\u804c\u5230\u6301\u7eed\u670d\u52a1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u751f\u547d\u5468\u671f\u7ba1\u7406\u5e76\u4e0d\u4ec5\u9650\u4e8e\u542f\u52a8\u9636\u6bb5\u3002\u5411\u6301\u7eed\u670d\u52a1\u3001\u8bc4\u5ba1\u548c\u751f\u547d\u5468\u671f\u4e8b\u4ef6\u7684\u8fc7\u6e21\uff0c\u51b3\u5b9a\u4e86\u65b0\u5ba2\u6237\u662f\u5426\u80fd\u6210\u4e3a\u5fe0\u5b9e\u987e\u5ba2\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5178\u578b\u7684\u94f6\u884c\u670d\u52a1\u8bf7\u6c42\u5305\u62ec\u5730\u5740\u53d8\u66f4\u3001\u65b0\u589e\u53d7\u76ca\u4eba\u3001\u9650\u989d\u53d8\u66f4\u3001\u589e\u503c\u670d\u52a1\u4ee5\u53ca\u6295\u8bc9\u7ba1\u7406\u3002\u7edf\u4e00\u7684 CLM \u5e73\u53f0\u901a\u8fc7\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b\uff08\u5305\u542b\u5ba1\u6279\u3001SLA \u8ddf\u8e2a\u548c\u5ba2\u6237\u901a\u77e5\uff09\u6765\u5904\u7406\u8fd9\u4e9b\u670d\u52a1\u8bf7\u6c42\u3002\u53ca\u65f6\u54cd\u5e94\u5e38\u89c4\u4efb\u52a1\u6709\u52a9\u4e8e\u5efa\u7acb\u66f4\u7262\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u671f\u7684\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\u548c\u8d22\u52a1\u89c4\u5212\u4f1a\u8bae\u9700\u8981\u5b89\u6392\u3001\u6587\u6863\u8bb0\u5f55\uff0c\u5e76\u5173\u8054\u5230\u9002\u7528\u6027\u548c\u98ce\u9669\u627f\u53d7\u80fd\u529b\u8bb0\u5f55\u3002\u5ba2\u6237\u7ecf\u7406\u9700\u8981\u4e86\u89e3\u5ba2\u6237\u671f\u671b\u548c\u8fc7\u5f80\u5ba2\u6237\u4e92\u52a8\u60c5\u51b5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u4f7f\u7528\u76f8\u540c\u7684\u5f15\u64ce\u6765\u5904\u7406\u5165\u804c\u548c\u5ba2\u6237\u670d\u52a1\u5de5\u4f5c\u6d41\uff0c\u4ece\u800c\u786e\u4fdd\u5728\u6574\u4e2a\u5ba2\u6237\u5173\u7cfb\u4e2d\u4fdd\u6301\u4e00\u81f4\u6027\u548c\u5b8c\u6574\u7684\u5ba1\u8ba1\u8bb0\u5f55\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-continuous-monitoring-ensuring-proactive-client-management\">\u6301\u7eed\u76d1\u63a7\uff1a\u786e\u4fdd\u4e3b\u52a8\u7684\u5ba2\u6237\u7ba1\u7406<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6301\u7eed\u76d1\u63a7\u662f\u6709\u6548\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u7684\u91cd\u8981\u652f\u67f1\uff0c\u4f7f\u91d1\u878d\u673a\u6784\u80fd\u591f\u4e3b\u52a8\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u548c\u76d1\u7ba1\u5408\u89c4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5229\u7528\u6570\u5b57\u8ddf\u8e2a\u548c\u9ad8\u7ea7\u5206\u6790\u7b49\u6280\u672f\uff0c\u94f6\u884c\u53ef\u4ee5\u5b9e\u65f6\u89c2\u5bdf\u5ba2\u6237\u7684\u4e92\u52a8\u548c\u884c\u4e3a\u3002\u8fd9\u4f7f\u4ed6\u4eec\u80fd\u591f\u8bc6\u522b\u65b0\u5174\u98ce\u9669\u5e76\u5229\u7528\u673a\u4f1a\u6765\u589e\u5f3a\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u6301\u7eed\u7684\u8b66\u60d5\u4f7f\u94f6\u884c\u80fd\u591f\u5b9a\u671f\u5ba1\u67e5\u5ba2\u6237\u6570\u636e\uff0c\u53ca\u65f6\u8fdb\u884c\u98ce\u9669\u8bc4\u4f30\uff0c\u5e76\u786e\u4fdd\u6240\u6709\u5ba2\u6237\u751f\u547d\u5468\u671f\u6d41\u7a0b\u90fd\u80fd\u4e0e\u4e0d\u65ad\u53d8\u5316\u7684\u76d1\u7ba1\u8981\u6c42\u4fdd\u6301\u4e00\u81f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6301\u7eed\u76d1\u63a7\u4e0d\u4ec5\u6709\u52a9\u4e8e\u5728\u98ce\u9669\u5347\u7ea7\u524d\u52a0\u4ee5\u7f13\u89e3\uff0c\u8fd8\u80fd\u652f\u6301\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\uff0c\u4ece\u800c\u57f9\u517b\u66f4\u7262\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\u548c\u7ec8\u751f\u7684\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5c06\u6301\u7eed\u76d1\u63a7\u6574\u5408\u5230\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u8fc7\u7a0b\u4e2d\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u51cf\u5c11\u5ba2\u6237\u6d41\u5931\uff0c\u8fc5\u901f\u5e94\u5bf9\u5ba2\u6237\u60c5\u51b5\u7684\u53d8\u5316\uff0c\u5e76\u4fdd\u6301\u9ad8\u6c34\u5e73\u7684\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u5de5\u5177\u53ef\u4ee5\u8ddf\u8e2a\u5173\u952e\u6307\u6807\uff0c\u81ea\u52a8\u53d1\u9001\u5408\u89c4\u622a\u6b62\u65e5\u671f\u63d0\u9192\uff0c\u5e76\u4e3a\u5ba2\u6237\u7ecf\u7406\u63d0\u4f9b\u53ef\u64cd\u4f5c\u7684\u89c1\u89e3\u3002\u6700\u7ec8\uff0c\u4f18\u5148\u8003\u8651\u6301\u7eed\u76d1\u63a7\u4f7f\u94f6\u884c\u80fd\u591f\u5efa\u7acb\u4fe1\u4efb\uff0c\u786e\u4fdd\u5408\u89c4\u6027\uff0c\u5e76\u5728\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u4e2d\u63d0\u4f9b\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investglass-a-sovereign-clm-platform-for-banks-and-wealth-managers\">InvestGlass\uff1a\u9762\u5411\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u81ea\u4e3b CLM \u5e73\u53f0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e00\u4e2a\u745e\u58eb CRM \u548c\u81ea\u52a8\u5316\u5e73\u53f0\uff0c\u4e13\u4e3a\u5bfb\u6c42\u8fd0\u8425\u6548\u7387\u548c\u6570\u636e\u4e3b\u6743\u7684\u94f6\u884c\u3001\u79c1\u4eba\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u5176\u4ed6\u53d7\u76d1\u7ba1\u673a\u6784\u800c\u6784\u5efa\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e0eCLM\u76f8\u5173\u7684\u6838\u5fc3\u6a21\u5757\u5305\u62ec\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>\u6a21\u5757<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u529f\u80fd<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u96c6\u4e2d\u5316\u7684\u5ba2\u6237\u4fe1\u606f\u548c\u5173\u7cfb\u5de5\u4f5c\u6d41\u7a0b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u5b57\u5316\u5165\u804c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8eab\u4efd\u9a8c\u8bc1\uff0c\u6587\u4ef6\u6536\u96c6\uff0cKYC<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6301\u4ed3\u3001\u4e1a\u7ee9\u3001\u62a5\u544a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53cd\u6d17\u94b1\u3001\u7a0e\u52a1\u3001\u9002\u5f53\u6027\u68c0\u67e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8425\u9500\u81ea\u52a8\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8425\u9500\u6d3b\u52a8\uff0c\u4e2a\u6027\u5316\u6c9f\u901a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4eba\u5de5\u667a\u80fd\u5de5\u5177<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6587\u6863\u5206\u7c7b\uff0c\u4e0b\u4e00\u6b65\u6700\u4f73\u884c\u52a8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b89\u5168\u6587\u6863\u5171\u4eab\u548c\u62a5\u544a<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u6258\u7ba1\u5728\u745e\u58eb\u6216\u672c\u5730\u90e8\u7f72\uff0c\u8ba9\u91d1\u878d\u673a\u6784\u80fd\u591f\u5b8c\u5168\u638c\u63a7\u6570\u636e\u4f4d\u7f6e\u3001\u52a0\u5bc6\u548c\u96c6\u6210\u3002\u8fd9\u4f7f\u5f97 InvestGlass \u6210\u4e3a\u90a3\u4e9b\u91cd\u89c6\u6570\u636e\u4e3b\u6743\u7684\u94f6\u884c\u533a\u522b\u4e8e\u7f8e\u56fd\u548c\u4e2d\u56fd\u5e73\u53f0\u7684\u660e\u786e\u66ff\u4ee3\u65b9\u6848\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8be5\u5e73\u53f0\u652f\u6301\u591a\u9884\u8ba2\u4e2d\u5fc3\u548c\u591a\u53f8\u6cd5\u7ba1\u8f96\u533a\u8fd0\u8425\uff0c\u5e76\u4e3a\u4e0d\u540c\u7684\u6cd5\u5f8b\u5b9e\u4f53\u548c\u5ba2\u6237\u7fa4\u4f53\u63d0\u4f9b\u53ef\u914d\u7f6e\u7684\u89c4\u5219\u3002\u901a\u8fc7 API \u4e0e\u5ba2\u6237\u73b0\u6709\u7684\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u3001\u6258\u7ba1\u4eba\u548c\u5e02\u573a\u6570\u636e\u63d0\u4f9b\u5546\u96c6\u6210\uff0c\u800c\u65e0\u9700\u5f3a\u5236\u5b8c\u5168\u66ff\u6362\u7cfb\u7edf\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-clm-capabilities-of-investglass\">InvestGlass \u7684\u5173\u952e CLM \u80fd\u529b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u80fd\u529b\u76f4\u63a5\u89e3\u51b3\u4e86\u5f53\u4eca\u94f6\u884c\u5728\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u76d1\u7ba1\u5408\u89c4\u65b9\u9762\u5b58\u5728\u7684\u75db\u70b9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>360\u5ea6\u5ba2\u6237\u8bb0\u5f55<\/strong><br>\u8054\u7cfb\u4eba\u6570\u636e\u3001KYC \u4e2a\u4eba\u8d44\u6599\u3001\u98ce\u9669\u8bc4\u5206\u3001\u6295\u8d44\u76ee\u6807\u3001\u6301\u4ed3\u3001\u4e92\u52a8\u3001\u6587\u4ef6\u548c\u4efb\u52a1\u90fd\u51fa\u73b0\u5728\u4e00\u4e2a\u754c\u9762\u4e2d\u3002\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u65e0\u9700\u5207\u6362\u7cfb\u7edf\u5373\u53ef\u67e5\u770b\u5b8c\u6574\u7684\u5ba2\u6237\u8d44\u6599\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u751f\u547d\u5468\u671f\u5de5\u4f5c\u6d41\u81ea\u52a8\u5316<\/strong><br>\u5165\u804c\u3001KYC \u66f4\u65b0\u3001\u5ba1\u6838\u3001\u4ea7\u54c1\u6279\u51c6\u3001\u9002\u5b9c\u6027\u68c0\u67e5\u548c\u9000\u51fa\u6d41\u7a0b\u9075\u5faa\u5177\u6709\u5ba1\u8ba1\u8ddf\u8e2a\u7684\u53ef\u914d\u7f6e\u5de5\u4f5c\u6d41\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6570\u5b57\u5165\u804c\u5de5\u5177\u5305<\/strong><br>\u52a8\u6001\u8868\u5355\u3001\u7535\u5b50\u7b7e\u540d\u3001\u8eab\u4efd\u9a8c\u8bc1\u96c6\u6210\u548c\u6587\u6863\u7ba1\u7406\u4f7f\u5f97\u9ad8\u6548\u7684\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u5f97\u4ee5\u6267\u884c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5408\u89c4\u4e0e\u89c4\u5219\u5f15\u64ce<\/strong><br>\u7b26\u5408\u53cd\u6d17\u94b1\u3001\u5ba2\u6237\u8eab\u4efd\u8bc6\u522b\u3001\u7a0e\u52a1\u548c\u9002\u5b9c\u6027\u8981\u6c42\u7684\u53ef\u914d\u7f6e\u653f\u7b56\u53ef\u9002\u5e94\u4e0d\u540c\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a\u548c\u5ba2\u6237\u7c7b\u578b\u3002\u98ce\u9669\u8bc4\u4f30\u9075\u5faa\u6807\u51c6\u5316\u65b9\u6cd5\uff0c\u540c\u65f6\u5141\u8bb8\u5728\u6cd5\u89c4\u8981\u6c42\u7684\u60c5\u51b5\u4e0b\u8fdb\u884c\u672c\u5730\u5b9a\u5236\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8425\u9500\u81ea\u52a8\u5316\u548c\u95e8\u6237<\/strong><br><a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%ae%89%e5%85%a8%e6%96%87%e4%bb%b6%e5%85%b1%e4%ba%ab%e4%b8%8e%e5%8d%8f%e4%bd%9c%e7%9a%84%e6%9c%80%e4%bd%b3%e5%ae%9e%e8%b7%b5\/\" target=\"_self\">\u5b89\u5168\u6587\u4ef6\u5171\u4eab<\/a>, \u62a5\u544a\u548c\u4e2a\u6027\u5316\u6c9f\u901a\u76f4\u63a5\u8fde\u63a5\u5230CLM\u6570\u636e\u3002\u94f6\u884c\u5728\u4fdd\u6301\u5408\u89c4\u7684\u540c\u65f6\uff0c\u901a\u8fc7\u6570\u5b57\u5e73\u53f0\u4e30\u5bcc\u5ba2\u6237\u8d44\u6599\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u6709\u80fd\u529b\u5747\u5728\u4ee5\u6b27\u6d32\u3001\u745e\u58eb\u4e3a\u4e2d\u5fc3\u7684\u6280\u672f\u6808\u5185\u8fd0\u884c\uff0c\u4f7f\u654f\u611f\u91d1\u878d\u6570\u636e\u4ecd\u5904\u4e8e\u5ba2\u6237\u673a\u6784\u7684\u63a7\u5236\u4e4b\u4e0b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-modular-additions-for-client-management\">\u5ba2\u6237\u7ba1\u7406\u6a21\u5757\u5316\u52a0\u5efa<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a21\u5757\u5316\u589e\u503c\u670d\u52a1\u4e3a\u91d1\u878d\u673a\u6784\u63d0\u4f9b\u4e86\u7075\u6d3b\u6027\uff0c\u53ef\u6839\u636e\u7279\u5b9a\u7684\u4e1a\u52a1\u9700\u6c42\u548c\u76d1\u7ba1\u8981\u6c42\u6765\u589e\u5f3a\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u80fd\u529b\u3002\u8fd9\u4e9b\u6a21\u5757\u53ef\u4ee5\u89e3\u51b3\u98ce\u9669\u7ba1\u7406\u3001\u76d1\u7ba1\u5408\u89c4\u548c\u5ba2\u6237\u4e92\u52a8\u7b49\u9886\u57df\u7684\u95ee\u9898\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u5b9a\u5236\u5176\u5ba2\u6237\u7ba1\u7406\u7cfb\u7edf\u4ee5\u5b9e\u73b0\u6700\u4f73\u6027\u80fd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u6574\u5408\u6a21\u5757\u5316\u89e3\u51b3\u65b9\u6848\uff0c\u94f6\u884c\u53ef\u4ee5\u7b80\u5316\u6d41\u7a0b\u3001\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\uff0c\u5e76\u4e3a\u5ba2\u6237\u63d0\u4f9b\u66f4\u4e2a\u6027\u5316\u7684\u670d\u52a1\u3002\u8fd9\u79cd\u65b9\u6cd5\u652f\u6301\u53ef\u6269\u5c55\u6027\uff0c\u4f7f\u673a\u6784\u80fd\u591f\u5feb\u901f\u9002\u5e94\u4e0d\u65ad\u53d8\u5316\u7684\u76d1\u7ba1\u73af\u5883\u548c\u5ba2\u6237\u671f\u671b\u7684\u53d8\u5316\u3002\u8fd9\u4e9b\u6a21\u5757\u63d0\u4f9b\u7684\u5b9e\u65f6\u6d1e\u5bdf\u529b\u6709\u52a9\u4e8e\u94f6\u884c\u66f4\u597d\u5730\u4e86\u89e3\u5ba2\u6237\u884c\u4e3a\u548c\u504f\u597d\uff0c\u652f\u6301\u6570\u636e\u9a71\u52a8\u7684\u51b3\u7b56\u548c\u4e1a\u52a1\u589e\u957f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6a21\u5757\u5316\u6dfb\u52a0\u4e5f\u6709\u52a9\u4e8e\u9075\u5b88\u4e0d\u65ad\u53d8\u5316\u7684\u76d1\u7ba1\u8981\u6c42\uff0c\u786e\u4fdd\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u6d41\u7a0b\u4fdd\u6301\u5f3a\u5927\u5e76\u80fd\u591f\u9002\u5e94\u672a\u6765\u3002\u901a\u8fc7\u91c7\u7528\u6a21\u5757\u5316\u7b56\u7565\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u6301\u7eed\u6539\u8fdb\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff0c\u4ece\u800c\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u5e76\u589e\u5f3a\u5ba2\u6237\u53c2\u4e0e\u5ea6\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-to-optimise-client-lifecycle-management-with-investglass\">\u4f7f\u7528 InvestGlass \u4f18\u5316\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u7684\u6700\u4f73\u5b9e\u8df5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ec5\u9760\u6280\u672f\u65e0\u6cd5\u6539\u53d8\u94f6\u884c\u4e1a\u52a1\u3002\u94f6\u884c\u5728\u5b9e\u65bd InvestGlass \u7684\u540c\u65f6\uff0c\u8fd8\u5e94\u7ed3\u5408\u6d41\u7a0b\u518d\u9020\u3001\u6cbb\u7406\u548c\u57f9\u8bad\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u63a8\u8350\u65b9\u6cd5\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5728\u5b9e\u65bd\u5de5\u4f5c\u6d41\u4e4b\u524d\uff0c\u7ed8\u5236\u4ece\u6f5c\u5728\u5ba2\u6237\u5230\u5ba2\u6237\u9000\u51fa\u7684\u5f53\u524d\u5ba2\u6237\u751f\u547d\u5468\u671f\u6d41\u7a0b\uff0c\u5e76\u8bc6\u522b\u624b\u52a8\u6b65\u9aa4\u548c\u91cd\u590d\u9879\u3002<\/li>\n\n\n\n<li>\u4e3a\u4e0d\u540c\u7ec6\u5206\u5ba2\u6237\uff08\u96f6\u552e\u5ba2\u6237\u3001\u5bcc\u88d5\u5ba2\u6237\u3001\u79c1\u4eba\u94f6\u884c\u5ba2\u6237\u3001\u4f01\u4e1a\u5ba2\u6237\u548c\u673a\u6784\u5ba2\u6237\uff09\u521b\u5efa\u6807\u51c6\u5316\u5ba2\u6237\u65c5\u7a0b<\/li>\n\n\n\n<li>\u5c06 KYC \u548c\u98ce\u9669\u653f\u7b56\u96c6\u4e2d\u5728 InvestGlass \u4e2d\uff0c\u4ec5\u5728\u6cd5\u89c4\u8981\u6c42\u7684\u5730\u65b9\u8fdb\u884c\u672c\u5730\u5316\uff0c\u4ee5\u907f\u514d\u5206\u652f\u673a\u6784\u4e4b\u95f4\u7684\u505a\u6cd5\u4e0d\u4e00\u81f4<\/li>\n\n\n\n<li>\u4f7f\u7528\u4eea\u8868\u677f\u548c\u5173\u952e\u6307\u6807\u6765\u8ddf\u8e2a\u5165\u804c\u65f6\u95f4\u3001KYC \u79ef\u538b\u3001\u5ba1\u6838\u5b8c\u6210\u7387\u548c\u5ba2\u6237\u6ee1\u610f\u5ea6<\/li>\n\n\n\n<li>\u5206\u9636\u6bb5\u5b9e\u65bd\uff1a\u5148\u5bf9\u7279\u5b9a\u7ec6\u5206\u5e02\u573a\u8fdb\u884c\u5165\u804c\u57f9\u8bad\uff0c\u7136\u540e\u6269\u5c55\u5230\u6301\u7eed\u670d\u52a1\u3001\u6295\u8d44\u7ec4\u5408\u5de5\u4f5c\u6d41\u7a0b\u548c\u8425\u9500\u81ea\u52a8\u5316<\/li>\n\n\n\n<li>\u5bf9\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u548c\u5408\u89c4\u5b98\u8fdb\u884c\u5f7b\u5e95\u57f9\u8bad\uff0c\u4ee5\u51cf\u5c11\u7cfb\u7edf\u5916\u6d41\u7a0b<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u6709\u5ba2\u6237\u548c\u65b0\u5ba2\u6237\u90fd\u80fd\u4ece\u4e00\u81f4\u7684\u4f53\u9a8c\u4e2d\u53d7\u76ca\uff0c\u524d\u63d0\u662f\u94f6\u884c\u80fd\u591f\u5229\u7528\u6280\u672f\u5e76\u5b9e\u65bd\u9002\u5f53\u7684\u6cbb\u7406\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-continuous-improvement-and-future-trends\">\u6301\u7eed\u6539\u8fdb\u4e0e\u672a\u6765\u8d8b\u52bf<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CLM \u7ee7\u7eed\u968f\u7740\u4eba\u5de5\u667a\u80fd\u3001ESG \u6cd5\u89c4\u7684\u4e0d\u65ad\u53d1\u5c55\uff0c, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e5%88%9b%e5%8a%9e%e8%87%aa%e5%b7%b1%e7%9a%84%e7%a7%81%e4%ba%ba%e9%93%b6%e8%a1%8c\/\" target=\"_self\">\u5f00\u653e\u94f6\u884c<\/a> \u6839\u636ePSD3\uff082026\u5e74\uff09\u548cMiCA\uff082024\u5e74\uff09\u7684\u6570\u5b57\u8d44\u4ea7\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>PSD3<\/strong> \u6307\u7684\u662f\u7b2c\u4e09\u7248\u652f\u4ed8\u670d\u52a1\u6307\u4ee4\uff0c\u8be5\u6307\u4ee4\u5c06\u8fdb\u4e00\u6b65\u5f00\u653e\u94f6\u884c\u4e1a\u52a1\u5e76\u52a0\u5f3a\u6b27\u76df\u7684\u6d88\u8d39\u8005\u4fdd\u62a4\u3002.<\/li>\n\n\n\n<li><strong>MiCA<\/strong> \uff08\u52a0\u5bc6\u8d44\u4ea7\u5e02\u573a\u6cd5\u89c4\uff09\u662f\u4e00\u9879\u6b27\u6d32\u6cd5\u89c4\uff0c\u5b83\u4e3a\u6570\u5b57\u8d44\u4ea7\u548c\u52a0\u5bc6\u670d\u52a1\u5efa\u7acb\u4e86\u6846\u67b6\uff0c\u5f71\u54cd\u7740\u94f6\u884c\u5982\u4f55\u7ba1\u7406\u548c\u62a5\u544a\u8fd9\u4e9b\u4ea7\u54c1\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5185\u7684\u4eba\u5de5\u667a\u80fd\u53ef\u534f\u52a9\u8fdb\u884c\u6587\u6863\u5206\u7c7b\u3001\u5f02\u5e38\u68c0\u6d4b\u548c\u6700\u4f73\u540e\u7eed\u884c\u52a8\u5efa\u8bae\uff0c\u540c\u65f6\u5c06\u6a21\u578b\u4fdd\u7559\u5728\u94f6\u884c\u6570\u636e\u9644\u8fd1\u3002\u5728\u4e0d\u635f\u5bb3\u6570\u636e\u4e3b\u6743\u7684\u60c5\u51b5\u4e0b\uff0c\u53ef\u4ee5\u6df1\u5316\u5bf9\u5ba2\u6237\u884c\u4e3a\u7684\u7406\u89e3\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ESG \u548c\u53ef\u6301\u7eed\u6027\u504f\u597d\u65e5\u76ca\u5f71\u54cd\u5ba2\u6237\u753b\u50cf\u548c\u4ea7\u54c1\u9009\u62e9\u3002CLM \u5e73\u53f0\u5fc5\u987b\u8bb0\u5f55\u8fd9\u4e9b\u504f\u597d\uff0c\u5e76\u786e\u4fdd\u63d0\u4f9b\u9002\u5f53\u7684\u4ea7\u54c1\u63a8\u8350\u3002\u7126\u70b9\u5c0f\u7ec4\u548c\u5ba2\u6237\u53cd\u9988\u6709\u52a9\u4e8e\u94f6\u884c\u4e86\u89e3\u4e0d\u65ad\u53d8\u5316\u7684\u5ba2\u6237\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u81f32030\u5e74\u95f4\u5c06\u51fa\u73b0\u65b0\u7684\u6cd5\u89c4\u548c\u7a0e\u6536\u5236\u5ea6\uff0c\u8fd9\u4f7f\u5f97\u53ef\u914d\u7f6e\u7684\u4e3b\u6743\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u5e73\u53f0\u6bd4\u786c\u7f16\u7801\u89e3\u51b3\u65b9\u6848\u66f4\u5177\u6218\u7565\u610f\u4e49\u3002\u94f6\u884c\u5e94\u6bcf\u5e74\u5ba1\u67e5\u5ba2\u6237\u751f\u547d\u5468\u671f\u6d41\u7a0b\uff0c\u5e76\u7eb3\u5165\u901a\u8fc7\u6570\u5b57\u5de5\u5177\u548c\u8c03\u67e5\u6536\u96c6\u7684\u53cd\u9988\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-client-success-stories-real-results-with-investglass\">\u5ba2\u6237\u6210\u529f\u6848\u4f8b\uff1aInvestGlass \u5e26\u6765\u7684\u771f\u5b9e\u6210\u679c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5df2\u8d4b\u80fd\u4f17\u591a\u91d1\u878d\u673a\u6784\u8f6c\u578b\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff0c\u5728\u5ba2\u6237\u65c5\u7a0b\u7684\u5404\u4e2a\u65b9\u9762\u5e26\u6765\u5207\u5b9e\u6539\u8fdb\u3002\u4f7f\u7528 InvestGlass \u7684\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u62a5\u544a\u79f0\uff0c\u8fd0\u8425\u6548\u7387\u663e\u8457\u63d0\u9ad8\uff0c\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u5f97\u5230\u4f18\u5316\uff0c\u7f29\u77ed\u4e86\u6fc0\u6d3b\u65f6\u95f4\u5e76\u6700\u5927\u7a0b\u5ea6\u5730\u51cf\u5c11\u4e86\u4eba\u5de5\u5e72\u9884\u3002\u589e\u5f3a\u7684\u5ba2\u6237\u6570\u636e\u7ba1\u7406\u4f7f\u8fd9\u4e9b\u673a\u6784\u80fd\u591f\u7ef4\u62a4\u51c6\u786e\u7684\u8bb0\u5f55\uff0c\u652f\u6301\u5408\u89c4\u548c\u6709\u6548\u7684\u98ce\u9669\u7f13\u89e3\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u501f\u52a9 InvestGlass \u7684\u5148\u8fdb\u6280\u672f\uff0c\u91d1\u878d\u673a\u6784\u901a\u8fc7\u66f4\u52a0\u4e2a\u6027\u5316\u7684\u670d\u52a1\u548c\u54cd\u5e94\u8fc5\u901f\u7684\u652f\u6301\uff0c\u63d0\u9ad8\u4e86\u5ba2\u6237\u83b7\u53d6\u7387\u548c\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002\u8be5\u5e73\u53f0\u5728\u751f\u547d\u5468\u671f\u7ba1\u7406\u65b9\u9762\u7684\u96c6\u6210\u65b9\u6cd5\u5e2e\u52a9\u94f6\u884c\u5efa\u7acb\u4e86\u66f4\u7262\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\uff0c\u57f9\u517b\u4e86\u5ba2\u6237\u5fe0\u8bda\u5ea6\uff0c\u5e76\u964d\u4f4e\u4e86\u8fd0\u8425\u6210\u672c\u3002\u901a\u8fc7\u81ea\u52a8\u5316\u65e5\u5e38\u4efb\u52a1\u548c\u63d0\u4f9b\u5b9e\u65f6\u6d1e\u5bdf\uff0cInvestGlass \u4f7f\u5ba2\u6237\u7ecf\u7406\u80fd\u591f\u4e13\u6ce8\u4e8e\u63d0\u4f9b\u589e\u503c\u670d\u52a1\uff0c\u4ece\u800c\u63a8\u52a8\u4e1a\u52a1\u589e\u957f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u5916\uff0cInvestGlass \u5bf9\u6570\u636e\u5b8c\u6574\u6027\u548c\u5408\u89c4\u6027\u7684\u627f\u8bfa\uff0c\u4f7f\u91d1\u878d\u673a\u6784\u6709\u4fe1\u5fc3\u6ee1\u8db3\u4e25\u683c\u7684\u76d1\u7ba1\u8981\u6c42\uff0c\u540c\u65f6\u4fdd\u62a4\u654f\u611f\u7684\u5ba2\u6237\u4fe1\u606f\u3002\u901a\u8fc7\u5176\u521b\u65b0\u7684\u89e3\u51b3\u65b9\u6848\u548c\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u65b9\u6cd5\uff0cInvestGlass \u5df2\u6210\u4e3a\u5bfb\u6c42\u4f18\u5316\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u5e76\u53d6\u5f97\u53ef\u6301\u7eed\u6210\u529f\u7684\u91d1\u878d\u673a\u6784\u503c\u5f97\u4fe1\u8d56\u7684\u5408\u4f5c\u4f19\u4f34\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-building-a-sovereign-client-centric-future-with-investglass\">\u7ed3\u8bba\uff1a\u4e0e InvestGlass \u4e00\u540c\u6784\u5efa\u4e00\u4e2a\u4e3b\u6743\u5316\u3001\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u672a\u6765<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u6548\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u80fd\u591f\u63d0\u5347\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u786e\u4fdd\u9075\u5b88\u4e0d\u65ad\u53d8\u5316\u7684\u6cd5\u89c4\uff0c\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\uff0c\u5e76\u6539\u5584\u94f6\u884c\u4e1a\u7684\u957f\u671f\u76c8\u5229\u80fd\u529b\u3002\u80fd\u591f\u638c\u63e1\u4ece\u521d\u59cb\u4e92\u52a8\u5230\u5ba2\u6237\u6d41\u5931\u6574\u4e2a\u5ba2\u6237\u65c5\u7a0b\u7684\u94f6\u884c\uff0c\u80fd\u591f\u5efa\u7acb\u957f\u671f\u7684\u5ba2\u6237\u5fe0\u8bda\u5ea6\u548c\u53ef\u6301\u7eed\u7684\u6536\u5165\u6765\u6e90\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u636e\u4e3b\u6743\u548c\u5bf9\u57fa\u7840\u8bbe\u65bd\u7684\u63a7\u5236\u5bf9\u4e8e\u7ba1\u7406\u654f\u611f\u91d1\u878d\u5173\u7cfb\u7684\u6b27\u6d32\u548c\u745e\u58eb\u673a\u6784\u800c\u8a00\u65e5\u76ca\u91cd\u8981\u3002\u5ba2\u6237\u4e92\u52a8\u548c\u5ba2\u6237\u4fdd\u7559\u53d6\u51b3\u4e8e\u5ba2\u6237\u4fe1\u606f\u5f97\u5230\u4fdd\u62a4\u7684\u4fe1\u4efb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5728\u745e\u58eb\u63d0\u4f9b\u7aef\u5230\u7aef\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406 (CLM) \u529f\u80fd\uff0c\u4e3a\u7f8e\u6d32\u548c\u4e2d\u56fd\u7684\u5e73\u53f0\u63d0\u4f9b\u503c\u5f97\u4fe1\u8d56\u7684\u66ff\u4ee3\u65b9\u6848\u3002\u94f6\u884c\u53ef\u4ee5\u5728\u4e0d\u635f\u5bb3\u6570\u636e\u63a7\u5236\u7684\u524d\u63d0\u4e0b\uff0c\u4fdd\u6301\u5408\u89c4\u3001\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u5e76\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u51c6\u5907\u597d\u9769\u65b0\u60a8\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u4e86\u5417\uff1f<\/strong> \u8bc4\u4f30\u60a8\u5f53\u524d\u751f\u547d\u5468\u671f\u7ba1\u7406\u6d41\u7a0b\uff0c\u5e76\u8003\u8651\u5177\u6709\u4e3b\u6743\u7684\u4f01\u4e1a\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u89e3\u51b3\u65b9\u6848\u5982\u4f55\u7b26\u5408\u5f53\u5730\u76d1\u7ba1\u8981\u6c42\u3001\u5ba2\u6237\u671f\u671b\u548c\u6218\u7565\u72ec\u7acb\u6027\u3002\u8bf7\u8054\u7cfbInvestGlass\uff0c\u4ee5\u83b7\u53d6\u4e13\u6ce8\u4e8e\u60a8\u7279\u5b9aCLM\u6311\u6218\u7684\u6f14\u793a\u6216\u54a8\u8be2\uff0c\u5e76\u4e86\u89e3\u745e\u58eb\u4e3b\u6743\u5982\u4f55\u4fdd\u62a4\u60a8\u6700\u6709\u4ef7\u503c\u7684\u8d44\u4ea7\uff1a\u5ba2\u6237\u5173\u7cfb\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-request-a-demo-experience-investglass-in-action\">\u7533\u8bf7\u6f14\u793a\uff1a\u4eb2\u8eab\u4f53\u9a8c InvestGlass \u7684\u5f3a\u5927\u529f\u80fd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u5168\u9762\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\uff0c\u65e8\u5728\u53d8\u9769\u91d1\u878d\u673a\u6784\u7ba1\u7406\u5ba2\u6237\u6570\u636e\u3001\u7b80\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u548c\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u7684\u65b9\u5f0f\u3002\u901a\u8fc7\u7533\u8bf7\u6f14\u793a\uff0c\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u53ef\u4ee5\u4eb2\u8eab\u4f53\u9a8c InvestGlass \u5982\u4f55\u81ea\u52a8\u5316\u65e5\u5e38\u4efb\u52a1\u3001\u7ef4\u62a4\u8be6\u7ec6\u7684\u5ba2\u6237\u6863\u6848\u4ee5\u53ca\u63d0\u4f9b\u4e2a\u6027\u5316\u4e92\u52a8\uff0c\u4ece\u800c\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6f14\u793a\u8fc7\u7a0b\u4e2d\uff0c\u91d1\u878d\u673a\u6784\u5c06\u4e86\u89e3\u5230 InvestGlass \u5982\u4f55\u7b80\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\uff0c\u51cf\u5c11\u624b\u52a8\u6587\u4e66\u5de5\u4f5c\uff0c\u5e76\u786e\u4fdd\u7b26\u5408\u76d1\u7ba1\u8981\u6c42\u3002\u8be5\u5e73\u53f0\u7684\u76f4\u89c2\u754c\u9762\u548c\u5f3a\u5927\u7684\u81ea\u52a8\u5316\u5de5\u5177\u4f7f\u56e2\u961f\u80fd\u591f\u4e13\u6ce8\u4e8e\u63a8\u52a8\u4e1a\u52a1\u589e\u957f\u7684\u6218\u7565\u6d3b\u52a8\uff0c\u540c\u65f6\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u5e76\u5b9e\u73b0\u66f4\u9ad8\u7684\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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management banking solutions face a complex landscape shaped by evolving regulations, technology, and customer expectations. This guide is intended for banking professionals, compliance officers, and technology decision-makers in European and Swiss financial institutions. Mastering client lifecycle management is essential for banks to remain competitive, compliant, and customer-centric in [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47207,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1407,1408],"class_list":["post-49336","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-client","tag-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Client Lifecycle Management in Banking Explained<\/title>\n<meta name=\"description\" content=\"Explore Client Lifecycle Management in banking to enhance customer experience and ensure regulatory compliance.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u94f6\u884c\u4e2d\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff1ainvestglass-\u7684\u4e3b\u6743\u745e\u58eb\u65b9\u6cd5\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Can Banking Teams Benefit from Sovereign Swiss Client Lifecycle Management?\" \/>\n<meta property=\"og:description\" content=\"Banking professionals searching for effective client lifecycle management banking solutions face a complex landscape shaped by evolving regulations,\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u94f6\u884c\u4e2d\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff1ainvestglass-\u7684\u4e3b\u6743\u745e\u58eb\u65b9\u6cd5\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" 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