{"id":49364,"date":"2026-03-25T11:20:13","date_gmt":"2026-03-25T10:20:13","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49364"},"modified":"2026-03-25T12:24:15","modified_gmt":"2026-03-25T11:24:15","slug":"%e5%9c%a8%e9%80%9a%e7%94%a8-crm-%e4%b9%8b%e5%a4%96%ef%bc%8cinvestglass-%e5%a6%82%e4%bd%95%e4%b8%ba%e7%8e%b0%e4%bb%a3%e9%87%91%e8%9e%8d%e8%bf%9e%e6%8e%a5%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88%e7%ae%a1","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/beyond-generic-crm-how-investglass-connects-portfolio-management-and-core-banking-for-modern-finance\/","title":{"rendered":"\u8d85\u8d8a\u901a\u7528CRM\uff1aInvestGlass\u5982\u4f55\u8fde\u63a5\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u6838\u5fc3\u94f6\u884c\uff0c\u52a9\u529b\u73b0\u4ee3\u91d1\u878d"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>\u5feb\u901f\u56de\u7b54\uff1a<\/strong> InvestGlass \u662f\u4e00\u6b3e\u745e\u58eb\u5236\u9020\u3001\u7531\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff0c\u5b83\u901a\u8fc7\u63d0\u4f9b\u4e0e\u591a\u4e2a\u5e73\u53f0\u7684\u672c\u5730\u8fde\u63a5\uff0c\u8d85\u8d8a\u4e86\u901a\u7528\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3002 <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> \uff08PMS\uff09\u4ee5\u53ca\u6838\u5fc3\u94f6\u884c\u5e73\u53f0\u3002\u4e0e\u521b\u5efa\u6570\u636e\u5b64\u5c9b\u4e14\u901a\u5e38\u53ea\u63d0\u4f9b\u57fa\u672c\u529f\u80fd\u7684\u4f20\u7edf CRM \u4e0d\u540c\uff0cInvestGlass \u4f5c\u4e3a\u7075\u6d3b\u7684\u8fde\u63a5\u5c42\uff0c\u901a\u8fc7 API \u4f18\u5148\u67b6\u6784\uff08\u4e00\u79cd\u6240\u6709\u529f\u80fd\u90fd\u53ef\u4ee5\u901a\u8fc7 API \u8bbf\u95ee\u4ee5\u4fbf\u4e8e\u96c6\u6210\u7684\u67b6\u6784\uff09\u4e0e Avaloq\u3001Temenos\u3001Skaleet \u548c SaaScada \u7b49\u7cfb\u7edf\u65e0\u7f1d\u96c6\u6210\u3002\u8fd9\u4f7f\u5f97\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u65b0\u94f6\u884c\u80fd\u591f\u5728\u4e00\u4e2a\u7edf\u4e00\u3001\u5b89\u5168\u7684\u73af\u5883\u4e2d\u6574\u5408\u5ba2\u6237\u5165\u804c\u3001\u5408\u89c4\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\uff0c\u800c\u65e0\u9700\u66f4\u6362\u5176\u73b0\u6709\u57fa\u7840\u8bbe\u65bd\u3002\u4e3b\u8981\u4f18\u52bf\u5305\u62ec\u6539\u8fdb\u7684 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e4%bb%80%e4%b9%88%e6%98%af%e5%ae%a2%e6%88%b7%e6%9c%8d%e5%8a%a1\/\" target=\"_self\">\u5ba2\u6237\u670d\u52a1<\/a>, \u63d0\u9ad8\u4e86\u7559\u5b58\u7387\uff0c\u5e76\u5b9e\u73b0\u4e86\u5148\u8fdb\u7684\u4e1a\u52a1\u81ea\u52a8\u5316\u3002.<\/p><\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u672c\u6307\u5357\u9002\u7528\u4e8e\u5bfb\u6c42\u8d85\u8d8a\u901a\u7528\u4ea7\u54c1\u4e4bCRM\u89e3\u51b3\u65b9\u6848\u7684\u91d1\u878d\u673a\u6784\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u65b0\u94f6\u884c\u3002.<\/strong> \u6211\u4eec\u5c06\u63a2\u8ba8\u901a\u7528CRM\u7684\u5c40\u9650\u6027\u3001InvestGlass\u7684\u4f18\u52bf\uff0c\u4ee5\u53ca\u5b83\u5982\u4f55\u6574\u5408\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u6838\u5fc3\u94f6\u884c\u670d\u52a1\uff0c\u4ee5\u9002\u5e94\u73b0\u4ee3\u91d1\u878d\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5b9a\u4e49\uff1a<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/strong> \u4e00\u6b3e\u6807\u51c6\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\uff08\u5982 Salesforce \u6216 HubSpot\uff09\uff0c\u9762\u5411\u5e7f\u6cdb\u7684\u884c\u4e1a\uff0c\u901a\u5e38\u63d0\u4f9b\u57fa\u7840\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u3001\u9500\u552e\u6d41\u7a0b\u548c\u6709\u9650\u7684\u81ea\u5b9a\u4e49\u529f\u80fd\uff0c\u4f46\u7f3a\u4e4f\u9488\u5bf9\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u73af\u5883\u7684\u5b9a\u5236\u529f\u80fd\u3002.<\/li><li><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\"><strong>\u4e3b\u6743<\/strong><\/a><strong> \u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/strong> \u4e00\u4e2aCRM\u5e73\u53f0\uff08\u5982InvestGlass\uff09\uff0c\u5b83\u4f18\u5148\u8003\u8651\u6570\u636e\u4e3b\u6743\u3001\u76d1\u7ba1\u5408\u89c4\u548c\u884c\u4e1a\u7279\u5b9a\u5de5\u4f5c\u6d41\u7a0b\uff0c\u901a\u5e38\u6258\u7ba1\u5728\u7279\u5b9a\u53f8\u6cd5\u7ba1\u8f96\u533a\uff08\u4f8b\u5982\u745e\u58eb\uff09\uff0c\u4ee5\u786e\u4fdd\u6570\u636e\u9690\u79c1\u548c\u63a7\u5236\u3002.<\/li><li><strong>\u53ef\u7ec4\u5408\u94f6\u884c<\/strong> \u4e00\u79cd\u6a21\u5757\u5316\u7684\u94f6\u884c\u6280\u672f\u65b9\u6cd5\uff0c\u673a\u6784\u53ef\u4ee5\u9009\u62e9\u4e00\u6d41\u7684\u7ec4\u4ef6\uff08\u5982 CRM\u3001PMS \u6216\u6838\u5fc3\u94f6\u884c\u6a21\u5757\uff09\uff0c\u5e76\u901a\u8fc7 API \u5c06\u5b83\u4eec\u8fde\u63a5\u8d77\u6765\uff0c\u4ece\u800c\u907f\u514d\u4f9b\u5e94\u5546\u9501\u5b9a\u5e76\u5b9e\u73b0\u5feb\u901f\u521b\u65b0\u3002.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5173\u7cfb\u6458\u8981\uff1a<\/strong> InvestGlass \u901a\u8fc7\u5145\u5f53\u5b89\u5168\u7684\u3001\u7531 API \u9a71\u52a8\u7684\u8fde\u63a5\u5c42\uff0c\u7edf\u4e00\u4e86\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u6838\u5fc3\u94f6\u884c\u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u4f7f\u5f97\u91d1\u878d\u673a\u6784\u80fd\u591f\u5728\u5355\u4e00\u7684\u96c6\u6210\u5e73\u53f0\u4e0a\u63d0\u4f9b\u65e0\u7f1d\u7684\u5ba2\u6237\u4f53\u9a8c\u3001\u81ea\u52a8\u5316\u5408\u89c4\u6027\u5e76\u4fdd\u6301\u6570\u636e\u4e3b\u6743\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u60a8\u5c06\u4e86\u89e3\u5230<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u7528CRM\u5728\u590d\u6742\u7684\u91d1\u878d\u73af\u5883\u4e2d\u5b58\u5728\u7684\u5c40\u9650\u6027\uff0c\u4ee5\u53ca\u5b83\u4eec\u4e3a\u4f55\u65e0\u6cd5\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\uff0c\u901a\u5e38\u7f3a\u4e4f\u9ad8\u6027\u80fd\u6240\u9700\u7684\u5fc5\u5907\u529f\u80fd\u3002.<\/li><li>InvestGlass \u7684 API \u4f18\u5148\u67b6\u6784\u5982\u4f55\u652f\u6301\u4e0e\u9057\u7559\u7cfb\u7edf\u548c\u73b0\u4ee3\u7cfb\u7edf\u7684\u65e0\u7f1d\u6838\u5fc3\u94f6\u884c\u96c6\u6210\uff0c\u5e76\u652f\u6301\u4e3a\u6bcf\u4e2a\u673a\u6784\u91cf\u8eab\u5b9a\u5236\u7684\u72ec\u7279\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/li><li>\u5c06\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf (PMS\uff0c\u4e00\u4e2a\u7ba1\u7406\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u7684\u5e73\u53f0) \u76f4\u63a5\u8fde\u63a5\u5230\u60a8\u7684 CRM\uff0c\u4ee5\u5b9e\u73b0\u771f\u6b63\u7684 360 \u5ea6\u5ba2\u6237\u89c6\u56fe\uff0c\u5305\u62ec\u8bbf\u95ee\u8ba2\u5355\u5386\u53f2\u8bb0\u5f55\u4ee5\u8fdb\u884c\u4e2a\u6027\u5316\u6c9f\u901a\u548c\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002.<\/li><li>\u4e3a\u4ec0\u4e48 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%8f%af%e7%bb%84%e5%90%88%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%8a%a1%e6%89%93%e7%a0%b4%e7%95%8c%e9%99%90\/\" target=\"_self\">\u53ef\u7ec4\u5408\u94f6\u884c\u4e1a\u52a1<\/a> \uff08\u6a21\u5757\u5316\u3001API \u8fde\u63a5\u7684\u94f6\u884c\u6280\u672f\uff09\u7684\u91d1\u878d\u670d\u52a1\u672a\u6765\u53ca\u5176\u5982\u4f55\u907f\u514d\u4f9b\u5e94\u5546\u9501\u5b9a\u3002.<\/li><li>InvestGlass \u5982\u4f55\u901a\u8fc7\u5176\u745e\u58eb\u6258\u7ba1\u9009\u9879\u786e\u4fdd\u53d7\u76d1\u7ba1\u673a\u6784\u7684\u6570\u636e\u4e3b\u6743\u548c\u5408\u89c4\u6027\u3002.<\/li><li>\u4eba\u5de5\u667a\u80fd\u5728\u81ea\u52a8\u5316\u4e2d\u7684\u4f5c\u7528 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%88%9b%e5%8a%9e%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e5%85%ac%e5%8f%b8%e7%9a%84%e7%bb%88%e6%9e%81%e6%8c%87%e5%8d%97\/\" target=\"_self\">\u8d22\u5bcc\u7ba1\u7406<\/a>, \uff0c\u5408\u89c4\u548c\u5ba2\u6237\u4e92\u52a8\uff0c\u5e76\u901a\u8fc7\u6301\u7eed\u8ddf\u8fdb\u548c\u9ad8\u6548\u7684\u9500\u552e\u6d41\u7a0b\u7ba1\u7406\u6765\u63d0\u9ad8\u8f6c\u5316\u7387\u3002.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u73b0\u4ee3\u91d1\u878d\u5bfc\u8bba<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5f53\u4eca\u65e5\u76ca\u53d7\u5230\u76d1\u7ba1\u7684\u91d1\u878d\u73af\u5883\u4e2d\uff0c\u6709\u6548\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5df2\u8fdc\u4e0d\u6b62\u662f\u8fd0\u8425\u652f\u6301\uff0c\u5b83\u66f4\u662f\u53ef\u6301\u7eed\u589e\u957f\u548c\u503c\u5f97\u4fe1\u8d56\u7684\u5ba2\u6237\u4f19\u4f34\u5173\u7cfb\u7684\u6218\u7565\u57fa\u77f3\u3002\u91d1\u878d\u673a\u6784\u9762\u4e34\u7740\u65e5\u76ca\u589e\u957f\u7684\u76d1\u7ba1\u538b\u529b\uff0c\u9700\u8981\u5728\u4fdd\u6301\u5f3a\u5927\u6570\u636e\u4e3b\u6743\u7684\u540c\u65f6\uff0c\u63d0\u4f9b\u5408\u89c4\u7684\u4e2a\u6027\u5316\u670d\u52a1\uff0c\u7136\u800c\u4f20\u7edf\u7684 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e6%88%90%e5%8a%9f%e4%bd%bf%e7%94%a8%e5%ae%a2%e6%88%b7%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e7%b3%bb%e7%bb%9f\/\" target=\"_self\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf<\/a> \u9891\u7e41\u521b\u5efa\u5b64\u7acb\u7684\u6570\u636e\u5b58\u50a8\u5e93\u5e76\u635f\u5bb3\u673a\u6784\u63a7\u5236\u3002\u73b0\u4ee3\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u5e73\u53f0\u7684\u51fa\u73b0\uff0c\u901a\u8fc7\u5408\u89c4\u7684\u4eba\u5de5\u667a\u80fd\u548c\u5b89\u5168\u81ea\u52a8\u5316\u63d0\u4f9b\u652f\u6301\uff0c\u4ece\u6839\u672c\u4e0a\u6539\u5584\u4e86\u8d22\u52a1\u987e\u95ee\u7ba1\u7406\u9500\u552e\u6d41\u7a0b\u3001\u5ba2\u6237\u8ddf\u8fdb\u548c\u76d1\u7ba1\u53c2\u4e0e\u7684\u65b9\u5f0f\u3002\u901a\u8fc7\u81ea\u52a8\u5316\u5408\u89c4\u5173\u952e\u4efb\u52a1\u5e76\u5229\u7528\u503c\u5f97\u4fe1\u8d56\u7684\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u6d1e\u5bdf\uff0c\u987e\u95ee\u53ef\u4ee5\u4f18\u5148\u6784\u5efa\u66f4\u7262\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\uff0c\u540c\u65f6\u63d0\u4f9b\u6839\u636e\u6bcf\u4f4d\u5ba2\u6237\u7684\u7279\u5b9a\u9700\u6c42\u91cf\u8eab\u5b9a\u5236\u7684\u670d\u52a1\u3002\u8fd9\u79cd\u65b9\u6cd5\u4e0d\u4ec5\u80fd\u5b9e\u73b0\u53ef\u6301\u7eed\u7684\u4e1a\u52a1\u589e\u957f\uff0c\u8fd8\u80fd\u786e\u4fdd\u6bcf\u6b21\u5ba2\u6237\u4e92\u52a8\u90fd\u80fd\u589e\u5f3a\u673a\u6784\u7684\u4fe1\u4efb\u5ea6\u548c\u76d1\u7ba1\u5408\u89c4\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u8fc7\u6e21\uff1a\u7406\u89e3\u73b0\u4ee3\u91d1\u878d\u7684\u80cc\u666f\uff0c\u6709\u52a9\u4e8e\u9610\u660e\u4e3a\u4ec0\u4e48\u4f20\u7edf\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u89e3\u51b3\u65b9\u6848\u5bf9\u53d7\u76d1\u7ba1\u7684\u673a\u6784\u5f80\u5f80\u529b\u4e0d\u4ece\u5fc3\u3002\u4e0b\u4e00\u90e8\u5206\u5c06\u8be6\u7ec6\u63a2\u8ba8\u8fd9\u4e9b\u5c40\u9650\u6027\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4f20\u7edf\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7684\u5c40\u9650\u6027<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f20\u7edf\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u867d\u7136\u8db3\u4ee5\u8fdb\u884c\u57fa\u672c\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\uff0c\u4f46\u5728\u6ee1\u8db3\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u7684\u590d\u6742\u9700\u6c42\u65f6\uff0c\u5f80\u5f80\u663e\u5f97\u529b\u4e0d\u4ece\u5fc3\u3002\u8fd9\u4e9b\u901a\u7528\u7cfb\u7edf\u7f3a\u4e4f\u6709\u6548\u7ba1\u7406\u590d\u6742\u5ba2\u6237\u4e92\u52a8\u6240\u9700\u7684\u6df1\u5ea6\uff0c\u5bfc\u81f4\u9500\u552e\u9884\u6d4b\u3001\u6f5c\u5728\u5ba2\u6237\u7ba1\u7406\u548c\u5ba2\u6237\u670d\u52a1\u4ea4\u4ed8\u7b49\u73af\u8282\u6548\u7387\u4f4e\u4e0b\u3002\u6570\u636e\u5b64\u5c9b\u662f\u4e00\u4e2a\u6301\u7eed\u5b58\u5728\u7684\u6311\u6218\uff0c\u4f7f\u5f97\u987e\u95ee\u96be\u4ee5\u5b9e\u65f6\u8bbf\u95ee\u5ba2\u6237\u6570\u636e\u548c\u504f\u597d\u3002\u8fd9\u79cd\u788e\u7247\u5316\u524a\u5f31\u4e86\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\u548c\u53ca\u65f6\u54cd\u5e94\u7684\u80fd\u529b\uff0c\u6700\u7ec8\u5f71\u54cd\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u7559\u5b58\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u73b0\u4ee3 CRM \u89e3\u51b3\u65b9\u6848\u65e8\u5728\u6d88\u9664\u8fd9\u4e9b\u969c\u788d\uff0c\u63d0\u4f9b\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b\u3001\u5b9e\u65f6\u66f4\u65b0\u548c\u96c6\u6210\u7684\u8425\u9500\u529f\u80fd\u3002\u8fd9\u4f7f\u7528\u6237\u80fd\u591f\u5efa\u7acb\u503c\u5f97\u4fe1\u8d56\u7684\u5173\u7cfb\uff0c\u5e76\u63d0\u4f9b\u5353\u8d8a\u7684\u670d\u52a1\uff0c\u4ee5\u6ee1\u8db3\u5ba2\u6237\u7684\u4e25\u683c\u671f\u671b\uff0c\u540c\u65f6\u4fdd\u6301\u53d7\u76d1\u7ba1\u7ec4\u7ec7\u6240\u5fc5\u9700\u7684\u5408\u89c4\u6807\u51c6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u8fc7\u6e21\uff1a\u4e3a\u4e86\u5e94\u5bf9\u8fd9\u4e9b\u6311\u6218\uff0cInvestGlass \u63d0\u4f9b\u4e86\u4e00\u79cd\u72ec\u7279\u7684\u8fde\u63a5\u548c\u96c6\u6210\u65b9\u6cd5\uff0c\u8be6\u60c5\u5c06\u5728\u4e0b\u4e00\u8282\u4e2d\u4ecb\u7ecd\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u6311\u6218\uff1a\u4e3a\u4f55\u901a\u7528 CRM \u4f1a\u8ba9\u91d1\u878d\u673a\u6784\u5931\u8d25<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u4ec0\u4e48\u662f\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u7528 CRM \u662f\u4e00\u79cd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\uff0c\u4e13\u4e3a\u5e7f\u6cdb\u7684\u8de8\u884c\u4e1a\u4f7f\u7528\u800c\u8bbe\u8ba1\u3002\u4f8b\u5982 Salesforce \u548c HubSpot\u3002\u8fd9\u4e9b\u7cfb\u7edf\u901a\u5e38\u63d0\u4f9b\u57fa\u672c\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u3001\u9500\u552e\u7ba1\u9053\u548c\u6709\u9650\u7684\u5de5\u4f5c\u6d41\u81ea\u52a8\u5316\uff0c\u4f46\u7f3a\u4e4f\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u6240\u9700\u7684\u4e13\u4e1a\u529f\u80fd\u548c\u5408\u89c4\u5de5\u5177\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u4e3a\u4ec0\u4e48\u901a\u7528 CRM \u4f1a\u529b\u4e0d\u4ece\u5fc3\uff1f<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6570\u636e\u5b64\u5c9b<\/strong> \u901a\u7528\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5f88\u5c11\u80fd\u6ee1\u8db3\u9879\u76ee\u7ec4\u5408\u7ba1\u7406\u6216\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u6240\u9700\u7684\u590d\u6742\u6570\u636e\u7ed3\u6784\u3002\u987e\u95ee\u901a\u5e38\u9700\u8981\u5207\u6362\u591a\u4e2a\u5e94\u7528\u7a0b\u5e8f\uff0c\u4ece\u800c\u5bfc\u81f4\u8fd0\u8425\u6548\u7387\u4f4e\u4e0b\u548c\u6570\u636e\u8f93\u5165\u9519\u8bef\u98ce\u9669\u589e\u52a0\u3002.<\/li><li><strong>\u6709\u9650\u5408\u89c4<\/strong> \u5927\u591a\u6570\u901a\u7528 CRM \u9700\u8981\u8fdb\u884c\u5927\u91cf\u5b9a\u5236\uff0c\u624d\u80fd\u6ee1\u8db3\u5982 MiFID\uff08\u91d1\u878d\u5de5\u5177\u5e02\u573a\u6307\u4ee4\uff09\u3001LSFIN\uff08\u745e\u58eb\u91d1\u878d\u670d\u52a1\u6cd5\uff09\u548c BASEL\uff08\u5df4\u585e\u5c14\u94f6\u884c\u76d1\u7ba1\u534f\u8bae\uff09\u7b49\u76d1\u7ba1\u8981\u6c42\u3002.<\/li><li><strong>\u5b9a\u5236\u6210\u672c\u9ad8<\/strong> \u91d1\u878d\u673a\u6784\u6295\u5165\u5927\u91cf\u8d44\u6e90\u7528\u4e8e\u5f00\u53d1\u4eba\u5458\u548c\u987e\u95ee\uff0c\u4ee5\u6784\u5efa\u7528\u4e8e\u6295\u8d44\u7ec4\u5408\u8ddf\u8e2a\u3001\u5408\u89c4\u6027\u68c0\u67e5\u548c\u6838\u5fc3\u94f6\u884c\u96c6\u6210\u7684\u81ea\u5b9a\u4e49\u6a21\u5757\u3002.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass\uff1a\u4e13\u4e3a\u91d1\u878d\u884c\u4e1a\u800c\u8bbe\u8ba1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e00\u6b3e\u745e\u58eb\u4e3b\u6743 CRM\uff0c\u4e13\u4e3a\u94f6\u884c\u3001\u7ecf\u7eaa\u5546\u548c\u5bb6\u65cf\u529e\u516c\u5ba4\u91cf\u8eab\u6253\u9020\u3002\u5b83\u539f\u751f\u652f\u6301\u91d1\u878d\u6570\u636e\u6a21\u578b\u3001\u5408\u89c4\u8981\u6c42\uff0c\u4ee5\u53ca\u524d\u53f0\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0e\u540e\u53f0\u6838\u5fc3\u7cfb\u7edf\u4e4b\u95f4\u5b89\u5168\u3001\u5b9e\u65f6\u6570\u636e\u6d41\u52a8\u7684\u5fc5\u8981\u6027\u3002\u8fd9\u79cd\u4e13\u4e1a\u5316\u7684\u5173\u6ce8\u786e\u4fdd\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u62e5\u6709\u9ad8\u6548\u5408\u89c4\u8fd0\u884c\u6240\u9700\u7684\u5de5\u5177\uff0c\u800c\u65e0\u9700\u8fdb\u884c\u5e7f\u6cdb\u4e14\u6602\u8d35\u7684\u5b9a\u5236\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5bf9\u6bd4\u8868\uff1aInvestGlass \u4e0e\u901a\u7528 CRM<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u7279\u70b9<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08\u4f8b\u5982 Salesforce\u3001HubSpot\uff09<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u6295\u8d44\u73bb\u7483<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9700\u8981\u7b2c\u4e09\u65b9\u52a0\u8f7d\u9879\u6216\u81ea\u5b9a\u4e49\u5f00\u53d1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u539f\u751f\u3001\u5168\u96c6\u6210 PMS\uff08\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\uff09<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u6838\u5fc3\u94f6\u884c\u4e1a\u52a1\u96c6\u6210<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6709\u9650\uff1b\u9700\u8981\u6602\u8d35\u7684\u4e2d\u95f4\u4ef6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>API\u4f18\u5148\u8fde\u63a5Temenos\u3001Avaloq\u3001Skaleet\u3001SaaScada\u7b49\u3002<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u76d1\u7ba1\u5408\u89c4<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u57fa\u7840\uff1b\u9700\u8981\u9488\u5bf9MiFID\u3001LSFIN\u3001Basel\u8fdb\u884c\u5e7f\u6cdb\u5b9a\u5236<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5185\u7f6e\u5408\u89c4\u81ea\u52a8\u5316\uff08\u53cd\u6d17\u94b1\u3001\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\u3001\u9002\u5b9c\u6027\u68c0\u67e5\uff09<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u6570\u636e\u4e3b\u6743<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u901a\u5e38\u6258\u7ba1\u5728\u7f8e\u56fd\u7684\u4e91\u57fa\u7840\u8bbe\u65bd\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u745e\u58eb\u4e3b\u6743\u4e91\uff08\u65e5\u5185\u74e6\uff09\u6216\u672c\u5730\u90e8\u7f72<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u6570\u5b57\u5316\u5165\u804c<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u901a\u7528\u8868\u5355\uff1b\u6709\u9650\u7684\u8d22\u52a1\u5de5\u4f5c\u6d41\u7a0b\u652f\u6301<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u52a8\u5316\u3001\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u5177\u5907\u8eab\u4efd\u9a8c\u8bc1\u548c\u98ce\u9669\u8bc4\u4f30\u529f\u80fd<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53ef\u7528\u4f46\u975e\u8d22\u52a1\u7279\u5b9a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b89\u5168\u3001\u54c1\u724c\u5316\u7684\u95e8\u6237\uff0c\u63d0\u4f9b\u4f5c\u54c1\u96c6\u8bbf\u95ee\u548c\u6587\u6863\u7ba1\u7406<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>ESG \u7b5b\u9009<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e0d\u539f\u751f\u652f\u6301<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u96c6\u6210 ESG\uff08\u73af\u5883\u3001\u793e\u4f1a\u3001\u6cbb\u7406\uff09\u8bc4\u5206\u548c\u7b5b\u9009\u5de5\u5177<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u54a8\u8be2<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e0d\u8be6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u52a8\u5316\u54a8\u8be2\u548c\u72ec\u7acb\u6295\u8d44\u7ec4\u5408\u7ba1\u7406 (DPM)<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u8ba2\u5355\u5386\u53f2<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6709\u9650\u6216\u9700\u8981\u5b9a\u5236<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>CRM \u53ef\u7528\u4e8e\u4e2a\u6027\u5316\u6c9f\u901a\u548c\u5fe0\u8bda\u5ea6\u7ba1\u7406<\/p><\/td><\/tr><\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u8fc7\u6e21\uff1a\u4e3a\u4e86\u5e94\u5bf9\u8fd9\u4e9b\u6311\u6218\uff0cInvestGlass \u63d0\u4f9b\u4e86\u4e00\u79cd\u72ec\u7279\u7684\u8fde\u63a5\u548c\u96c6\u6210\u65b9\u6cd5\uff0c\u8be6\u60c5\u5c06\u5728\u4e0b\u4e00\u8282\u4e2d\u4ecb\u7ecd\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e92\u8054\u4e92\u901a\u7684\u529b\u91cf\uff1a\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u7684\u96c6\u6210<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">API\u4f18\u5148\u67b6\u6784<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u5982\u4f55\u8fde\u63a5\u5230\u73b0\u6709\u7684\u6838\u5fc3\u94f6\u884c\u57fa\u7840\u8bbe\u65bd\uff1f<\/strong> InvestGlass \u91c7\u7528\u667a\u80fd\u7684\u3001API \u4f18\u5148\u7684\u67b6\u6784\uff0c\u8fd9\u79cd\u8bbe\u8ba1\u4f7f\u5f97\u6240\u6709\u529f\u80fd\u548c\u6570\u636e\u90fd\u53ef\u4ee5\u901a\u8fc7 API \u8bbf\u95ee\uff0c\u4ece\u800c\u5b9e\u73b0\u65e0\u7f1d\u96c6\u6210\u3002\u8fd9\u5145\u5f53\u4e86\u4e00\u4e2a\u7075\u6d3b\u7684\u8fde\u63a5\u5c42\uff0c\u5141\u8bb8\u4e0e\u51e0\u4e4e\u4efb\u4f55\u73b0\u4ee3\u6216\u4f20\u7edf\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u8fdb\u884c\u96c6\u6210\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u53ef\u7ec4\u5408\u94f6\u884c\u8be6\u89e3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u53ef\u7ec4\u5408\u94f6\u884c\u4e1a\u52a1<\/strong> \u8fd9\u662f\u4e00\u79cd\u6a21\u5757\u5316\u7684\u3001\u6700\u4f73\u7ec4\u5408\u7684\u65b9\u6cd5\uff0c\u94f6\u884c\u53ef\u4ee5\u901a\u8fc7 API \u65e0\u7f1d\u5730\u9009\u62e9\u9488\u5bf9\u7279\u5b9a\u4efb\u52a1\u7684\u6700\u4f73\u5e94\u7528\u7a0b\u5e8f\u5e76\u5c06\u5b83\u4eec\u8fde\u63a5\u8d77\u6765\u3002\u8fd9\u53ef\u4ee5\u9632\u6b62\u4f9b\u5e94\u5546\u9501\u5b9a\uff0c\u5e76\u5b9e\u73b0\u5feb\u901f\u521b\u65b0\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5f00\u653e\u94f6\u884c\u7684\u597d\u5904<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><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\"><strong>\u5f00\u653e\u5f0f\u94f6\u884c<\/strong><\/a> \u6307\u94f6\u884c\u901a\u8fc7 API \u63d0\u4f9b\u5ba2\u6237\u6570\u636e\u5b89\u5168\u8bbf\u95ee\u7684\u505a\u6cd5\uff0c\u8fd9\u901a\u5e38\u662f\u7531 PSD2\uff08\u6b27\u6d32\u652f\u4ed8\u670d\u52a1\u6307\u4ee4 2\uff09\u7b49\u6cd5\u89c4\u5f3a\u5236\u8981\u6c42\u7684\u3002\u8fd9\u901a\u8fc7\u652f\u6301\u7b2c\u4e09\u65b9\u96c6\u6210\uff0c\u4fc3\u8fdb\u4e86\u521b\u65b0\u548c\u7ade\u4e89\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6838\u5fc3\u94f6\u884c\u96c6\u6210\u5b9e\u8df5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>InvestGlass \u8fde\u63a5\u5230\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\uff0c\u4f8b\u5982 Temenos\u3001Avaloq\u3001Skaleet \u548c SaaScada\u3002.<\/li><li>\u8be5\u5e73\u53f0\u5145\u5f53\u6570\u5b57\u8fd0\u8425\u7684\u4e2d\u592e\u795e\u7ecf\u7cfb\u7edf\uff0c\u901a\u8fc7\u96c6\u6210\u548c\u5b9a\u5236\u652f\u6301\u72ec\u7279\u7684_\u5de5\u4f5c\u6d41\u7a0b_\u3002.<\/li><li>\u81ea\u52a8\u5316\u6570\u636e\u6d41\u5b9e\u73b0 <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>, \uff0c\u8d26\u6237 <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>, \u4ee5\u53ca\u5b9e\u65f6\u4ea4\u6613\u76d1\u63a7\u3002.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6838\u5fc3\u94f6\u884c\u5408\u4f5c\u4f19\u4f34\u6982\u89c8<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u6838\u5fc3\u94f6\u884c\u5408\u4f5c\u4f19\u4f34<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u8f93\u5165<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u6838\u5fc3\u4f18\u52bf<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>InvestGlass \u96c6\u6210<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>Temenos<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5168\u7403\u4f01\u4e1a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u53ef\u6269\u5c55\u6027\u548c\u5168\u7403\u5f71\u54cd\u529b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u524d\u7aef\u73b0\u4ee3\u5316API\u8fde\u63a5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>Avaloq<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8d22\u5bcc\u7ba1\u7406\u4e13\u5bb6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8d44\u7ba1\u7406\u548c\u54a8\u8be2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65e0\u7f1d\u7684PMS\u548cCRM\u6570\u636e\u4ea4\u6362<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>Skaleet<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e91\u539f\u751f\uff0c\u6a21\u5757\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5feb\u901f\u90e8\u7f72\uff0c\u5b9e\u65f6\u652f\u4ed8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u5168API\u96c6\u6210\uff0c\u7528\u4e8e\u5165\u804c\u548cCRM<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>SaaScada<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6570\u636e\u9a71\u52a8\u7684\u5f15\u64ce<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f4e\u4ee3\u7801\u4ea7\u54c1\u914d\u7f6e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>API\u9a71\u52a8\u7684\u6570\u636e\u540c\u6b65<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>Oracle \/ SAP<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f01\u4e1a\u9057\u7559<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e7f\u6cdb\u7684\u8d22\u52a1\u529f\u80fd<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7075\u6d3b\u7684API\u548c\u6241\u5e73\u6587\u4ef6\u8fde\u63a5<\/p><\/td><\/tr><\/tbody>\n<\/table>\n<\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u8fc7\u6e21\uff1a\u6838\u5fc3\u94f6\u884c\u96c6\u6210\u5df2\u5efa\u7acb\uff0c\u4e0b\u4e00\u6b65\u662f\u7edf\u4e00\u8d22\u5bcc\u7ba1\u7406\u6d41\u7a0b\uff0c\u4ee5\u5b9e\u73b0\u65e0\u7f1d\u7684\u5ba2\u6237\u4f53\u9a8c\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u8d22\u5bcc\u7ba1\u7406\u7684\u7edf\u4e00\uff1a\u4e00\u4f53\u5316 PMS \u7684\u4f18\u52bf<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u96c6\u6210<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e3a\u4ec0\u4e48\u60a8\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\uff08PMS\uff09\u5e94\u8be5\u8fde\u63a5\u5230\u60a8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\uff1f<\/strong> PMS \u662f\u4e00\u4e2a\u7ba1\u7406\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u7684\u5e73\u53f0\u3002\u5c06 PMS \u8fde\u63a5\u5230 CRM \u53ef\u4ee5\u63d0\u4f9b\u7edf\u4e00\u7684\u201c\u5ba2\u6237 360\u201d\u89c6\u56fe\uff0c\u8fd9\u5bf9\u4e8e\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u8d22\u5bcc\u7ba1\u7406\u670d\u52a1\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5b9e\u65f6\u6d1e\u5bdf\u4e0e\u81ea\u52a8\u5316<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u987e\u95ee\u53ef\u4ee5\u5728\u4e00\u4e2a\u5730\u65b9\u67e5\u770b\u5b9e\u65f6\u6570\u636e\u8ddf\u8e2a\u3001\u5408\u89c4\u6027\u68c0\u67e5\uff08\u5982\u9002\u5f53\u6027\u548c\u9002\u5408\u6027\uff09\u4ee5\u53ca\u6295\u8d44\u7814\u7a76\u3002.<\/li><li>\u529f\u80fd\u5305\u62ec\u81ea\u52a8\u5316\u80a1\u7968\u7b5b\u9009\u3001, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88%e5%8e%8b%e5%8a%9b%e6%b5%8b%e8%af%95\/\" target=\"_self\">\u6295\u8d44\u7ec4\u5408\u538b\u529b\u6d4b\u8bd5<\/a>, \uff0c\u4ee5\u53ca ESG \u8bc4\u5206\u3002.<\/li><li>\u81ea\u52a8\u5316\u80fd\u591f\u5b9e\u73b0\u590d\u6742\u6295\u8d44\u7ec4\u5408\u7684\u9ad8\u6548\u7ba1\u7406\u3001\u81ea\u52a8\u518d\u5e73\u8861\uff0c\u4ee5\u53ca\u4e0e\u5ba2\u6237\u76ee\u6807\u548c\u4ef7\u503c\u89c2\u7684\u4e00\u81f4\u6027\u3002.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u4f18\u5316\u6295\u8d44\u751f\u547d\u5468\u671f<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5ba2\u6237\u5165\u95e8\u548c\u98ce\u9669\u753b\u50cf<\/li><li>\u6295\u8d44\u7ec4\u5408\u6784\u5efa\u4e0e\u8ba2\u5355\u6267\u884c<\/li><li>\u6301\u7eed\u6027\u80fd\u62a5\u544a\uff0c\u6240\u6709\u5185\u5bb9\u5728\u4e00\u4e2a\u5355\u4e00\u73af\u5883\u4e2d\u7ba1\u7406<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u5ba2\u6237\u95e8\u6237\u529f\u80fd<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f3a\u5927\u7684\u62a5\u544a\u5de5\u5177\uff0c\u53ef\u63d0\u4f9b\u5b9a\u5236\u7684\u3001\u89c6\u89c9\u5438\u5f15\u529b\u7684\u6295\u8d44\u7ec4\u5408\u62a5\u544a<\/li><li>\u5b89\u5168\u5ba2\u6237\u7aef <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e6%8a%95%e8%b5%84%e8%80%85%e9%97%a8%e6%88%b7\/\" target=\"_self\">\u6295\u8d44\u8005\u95e8\u6237<\/a> \u67e5\u770b\u8d44\u4ea7\u3001\u8ddf\u8e2a\u4e1a\u7ee9\u548c\u8bbf\u95ee\u6587\u4ef6<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u968f\u7740\u8d22\u5bcc\u7ba1\u7406\u548c\u5ba2\u6237\u4e92\u52a8\u5f97\u5230\u7edf\u4e00\uff0c\u6570\u636e\u5b89\u5168\u548c\u5408\u89c4\u6210\u4e3a\u4e0b\u4e00\u4e2a\u5173\u952e\u7126\u70b9\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u6570\u636e\u4e3b\u6743\u4e0e\u5408\u89c4\uff1a\u745e\u58eb\u4f18\u52bf<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u6570\u636e\u4e3b\u6743\u5b9a\u4e49<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6570\u636e\u4e3b\u6743<\/strong> \u6307\u7684\u662f\u6570\u636e\u987b\u9075\u5b88\u5176\u6536\u96c6\u6240\u5728\u56fd\u5bb6\/\u5730\u533a\u7684\u6cd5\u5f8b\u548c\u6cbb\u7406\u7ed3\u6784\u8fd9\u4e00\u6982\u5ff5\u3002InvestGlass \u63d0\u4f9b\u4ee5\u6700\u9ad8\u7ea7\u522b\u7684\u5b89\u5168\u6027\u548c\u4fdd\u5bc6\u6027\u4e3a\u4f18\u5148\u7684\u6258\u7ba1\u9009\u9879\uff0c\u5305\u62ec\u745e\u58eb\u4e3b\u6743\u4e91\uff08\u65e5\u5185\u74e6\uff09\u6216\u672c\u5730\u90e8\u7f72\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u81ea\u52a8\u5316\u5408\u89c4\u529f\u80fd<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5185\u7f6e\u7684\u81ea\u52a8\u5316\u529f\u80fd\uff0c\u7528\u4e8e\u53cd\u6d17\u94b1\uff08AML\uff09\u68c0\u67e5\u3001\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff08KYC\uff09\u9a8c\u8bc1\u548c\u98ce\u9669\u8bc4\u4f30<\/li><li>\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5f02\u5e38\u68c0\u6d4b\u548c\u5408\u89c4\u6027\u76d1\u63a7\uff0c\u9002\u7528\u4e8e GDPR\uff08\u901a\u7528\u6570\u636e\u4fdd\u62a4\u6761\u4f8b\uff09\u548c FINMA\uff08\u745e\u58eb\u91d1\u878d\u5e02\u573a\u76d1\u7ba1\u5c40\uff09\u7b49\u6846\u67b6<\/li><li>\u5bf9\u8bf8\u5982MiFID II\u548cLSFIN\u7b49\u6cd5\u89c4\u8fdb\u884c\u81ea\u52a8\u5316\u9002\u5408\u6027\u548c\u9002\u5f53\u6027\u68c0\u67e5<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u5b89\u5168\u6587\u6863\u7ba1\u7406\u548c\u5ba1\u8ba1\u8ddf\u8e2a<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b89\u5168\u5b58\u50a8\u548c\u6574\u7406\u654f\u611f\u5ba2\u6237\u6587\u4ef6<\/li><li>\u5168\u9762\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u8bb0\u5f55\u6240\u6709\u7528\u6237\u64cd\u4f5c\u548c\u7cfb\u7edf\u66f4\u6539<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u968f\u7740\u5408\u89c4\u6027\u548c\u6570\u636e\u4e3b\u6743\u7684\u4fdd\u969c\uff0cInvestGlass \u5229\u7528\u4eba\u5de5\u667a\u80fd\u8fdb\u4e00\u6b65\u63d0\u9ad8\u6548\u7387\u548c\u5ba2\u6237\u4f53\u9a8c\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u672a\u6765\u5c06\u7531\u4eba\u5de5\u667a\u80fd\u548c\u4e92\u8054\u9a71\u52a8<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u73b0\u4ee3\u91d1\u878d\u7684\u667a\u80fd\u81ea\u52a8\u5316<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5ba2\u6237\u7ec6\u5206\uff0c\u9884\u6d4b <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e4%bb%80%e4%b9%88%e6%98%af%e7%ba%bf%e7%b4%a2%e8%af%84%e5%88%86%e6%a8%a1%e5%9e%8b\/\" target=\"_self\">\u9886\u5148\u8ba1\u5206<\/a>, \uff0c\u4ee5\u53ca\u6587\u5b57\u8f6c\u8bed\u97f3\u529f\u80fd<\/li><li>\u81ea\u52a8\u5316\u54a8\u8be2\u548c\u4e3a\u8d85\u4e2a\u6027\u5316\u6295\u8d44\u7b56\u7565\u8bbe\u8ba1\u7684\u5168\u6743\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u63d0\u5347\u5165\u804c\u4f53\u9a8c<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4eba\u5de5\u667a\u80fd\u9a71\u52a8 <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>, \u6587\u6863\u63d0\u53d6\u548c\u98ce\u9669\u8bc4\u4f30<\/li><li>\u7f29\u77ed\u4e0a\u624b\u65f6\u95f4\uff0c\u63d0\u9ad8\u8fd0\u8425\u6548\u7387<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u9884\u6d4b\u5206\u6790<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9884\u6d4b\u5e02\u573a\u8d8b\u52bf\u548c\u5ba2\u6237\u884c\u4e3a<\/li><li>\u8bc6\u522b\u6295\u8d44\u673a\u4f1a\u5e76\u6807\u8bb0\u9700\u8981\u5173\u6ce8\u7684\u8d26\u6237<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u8fc7\u6e21\uff1a\u8fd9\u4e9b\u7531\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u529f\u80fd\u652f\u6301\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u65b9\u6cd5\uff0c\u8fd9\u5bf9\u4e8e\u73b0\u4ee3\u91d1\u878d\u673a\u6784\u81f3\u5173\u91cd\u8981\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u91cd\u8981\u6027<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u89c4\u6a21\u5316\u4e2a\u6027\u5316<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8ddf\u8e2a\u4e92\u52a8\u3001\u504f\u597d\u548c\u751f\u6d3b\u4e8b\u4ef6\uff0c\u4ee5\u5236\u5b9a\u4e2a\u6027\u5316\u7684\u6c9f\u901a\u548c\u6295\u8d44\u7b56\u7565<\/li><li>\u4e3a\u6240\u6709\u5ba2\u6237\u63d0\u4f9b\u7ec6\u81f4\u5165\u5fae\u7684\u670d\u52a1\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u8d85\u9ad8\u51c0\u503c\u4eba\u58eb<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u8d4b\u80fd\u5ba2\u6237\u81ea\u52a9\u670d\u52a1\u5de5\u5177<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u8fc7\u5ba2\u6237\u95e8\u6237\u5b89\u5168\u5730\u5168\u5929\u5019\u8bbf\u95ee\u6295\u8d44\u7ec4\u5408\u3001\u62a5\u544a\u548c\u6587\u4ef6<\/li><li>\u53ef\u5b9a\u5236\u7684\u95e8\u6237\u54c1\u724c\uff0c\u5e26\u6765\u4e00\u81f4\u3001\u4e13\u4e1a\u7684\u4f53\u9a8c<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u7cbe\u7b80\u6c9f\u901a\u6e20\u9053<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u96c6\u6210\u7684\u7535\u5b50\u90ae\u4ef6\uff0c\u5b89\u5168\u6d88\u606f\u548c\u89c6\u9891\u901a\u8bdd<\/li><li>\u5ba2\u6237\u4e92\u52a8\u5b8c\u6574\u5386\u53f2\u8bb0\u5f55\uff0c\u4ee5\u5b9e\u73b0\u900f\u660e\u548c\u4fe1\u4efb<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u8fc7\u6e21\uff1a\u53ea\u6709\u5efa\u7acb\u5728\u7075\u6d3b\u3001\u9762\u5411\u672a\u6765\u7684\u6280\u672f\u57fa\u7840\u4e4b\u4e0a\uff0c\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u6a21\u5f0f\u624d\u80fd\u6301\u7eed\u4e0b\u53bb\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u6784\u5efa\u9762\u5411\u672a\u6765\u7684\u91d1\u878d\u751f\u6001\u7cfb\u7edf<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">API\u96c6\u6210\u5b9e\u73b0\u654f\u6377<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0e\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u3001\u6570\u636e\u63d0\u4f9b\u5546\u548c\u6838\u5fc3\u7cfb\u7edf\u7684\u65e0\u7f1d\u96c6\u6210<\/li><li>\u6280\u672f\u6808\u7684\u6301\u7eed\u6f14\u8fdb\u4ee5\u6ee1\u8db3\u4e0d\u65ad\u53d8\u5316\u7684\u9700\u6c42<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u8d4b\u80fd\u6570\u5b57\u5316\u8f6c\u578b<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u73b0\u4ee3\u3001\u76f4\u89c2\u7684\u524d\u7aef\uff0c\u53ef\u4e0e\u73b0\u6709\u9057\u7559\u7cfb\u7edf\u96c6\u6210\u90e8\u7f72<\/li><li>\u4ee5\u6570\u5b57\u4f18\u5148\u7684\u4f53\u9a8c\uff0c\u65e0\u9700\u8fdb\u884c\u6838\u5fc3\u7cfb\u7edf\u5b8c\u5168\u66ff\u6362\u7684\u98ce\u9669<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u652f\u6301\u591a\u6837\u5316\u7684\u5546\u4e1a\u6a21\u5f0f<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9002\u7528\u4e8e\u79c1\u4eba\u94f6\u884c\u3001\u5bb6\u65cf\u529e\u516c\u5ba4\u3001\u65b0\u94f6\u884c\u548c\u81ea\u52a8\u5316\u7ecf\u7eaa\u5546<\/li><li>\u5143\u7f16\u7a0b\u65b9\u6cd5\u53ef\u9002\u5e94\u591a\u6837\u5316\u7684\u5de5\u4f5c\u6d41\u7a0b\u548c\u4e1a\u52a1\u6d41\u7a0b<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u8fc7\u6e21\uff1a\u5373\u4f7f\u62e5\u6709\u6b63\u786e\u7684\u6280\u672f\uff0c\u6570\u5b57\u5316\u8f6c\u578b\u4e5f\u9700\u8981\u5468\u5bc6\u7684\u89c4\u5212\u548c\u6267\u884c\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u514b\u670d\u6570\u5b57\u5316\u8f6c\u578b\u6311\u6218<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u5e38\u89c1\u9677\u9631<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9009\u62e9\u9519\u8bef\u7684\u6280\u672f<\/li><li>\u4f4e\u4f30\u96c6\u6210\u590d\u6742\u6027<\/li><li>\u672a\u80fd\u83b7\u5f97\u7528\u6237\u91c7\u7528<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass: \u6210\u529f\u7684\u50ac\u5316\u5242<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u76f4\u89c2\u7684\u754c\u9762\u548c\u7528\u6237\u53cb\u597d\u7684\u8bbe\u8ba1\uff0c\u4ee5\u5b9e\u73b0\u9ad8\u91c7\u7eb3\u7387<\/li><li>API\u4f18\u5148\u67b6\u6784\u7b80\u5316\u4e86\u96c6\u6210<\/li><li>\u4e13\u5c5e\u652f\u6301\u56e2\u961f\u548c <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e6%89%be%e5%af%b9%e8%b1%a1\/\" target=\"_self\">\u5408\u4f5c\u4f19\u4f34\u7f51\u7edc<\/a> \u4e3a\u987a\u5229\u5b9e\u65bd<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u73b0\u4ee3\u5316\u5206\u9636\u6bb5\u65b9\u6cd5<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ece\u7279\u5b9a\u6a21\u5757\u5f00\u59cb\uff08\u4f8b\u5982\uff0c\u6570\u5b57\u5165\u804c\u6216\u5ba2\u6237\u95e8\u6237\uff09<\/li><li>\u9010\u6b65\u6269\u5c55\u5e73\u53f0\u4f7f\u7528\u8303\u56f4\uff0c\u4ee5\u5c3d\u91cf\u51cf\u5c11\u5e72\u6270\u5e76\u8fc5\u901f\u5b9e\u73b0\u4ef7\u503c<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u8f6c\u578b\uff1a\u5f00\u653e\u94f6\u884c\u662f\u5851\u9020\u8d22\u5bcc\u7ba1\u7406\u672a\u6765\u7684\u53e6\u4e00\u4e2a\u5173\u952e\u8d8b\u52bf\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u5f00\u653e\u94f6\u884c\u5728\u8d22\u5bcc\u7ba1\u7406\u4e2d\u7684\u4f5c\u7528<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u5f00\u653e\u94f6\u884c\u8be6\u89e3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f00\u653e\u94f6\u884c\uff0c\u7531\u300a\u652f\u4ed8\u670d\u52a1\u6307\u4ee42\u300b\uff08PSD2\uff09\u7b49\u6cd5\u89c4\u9a71\u52a8\uff0c\u8981\u6c42\u94f6\u884c\u901a\u8fc7API\u5b89\u5168\u5730\u63d0\u4f9b\u5ba2\u6237\u6570\u636e\u8bbf\u95ee\u3002\u8fd9\u4f7f\u5f97\u7b2c\u4e09\u65b9\u4f9b\u5e94\u5546\u80fd\u591f\u63d0\u4f9b\u65b0\u7684\u91d1\u878d\u670d\u52a1\uff0c\u4ece\u800c\u4fc3\u8fdb\u521b\u65b0\u548c\u7ade\u4e89\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass \u4e0e\u5f00\u653e\u94f6\u884c\u751f\u6001\u7cfb\u7edf<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u667a\u80fd API \u652f\u6301\u5b89\u5168\u8fde\u63a5\uff0c\u63d0\u4f9b\u8d26\u6237\u805a\u5408\u3001\u652f\u4ed8\u53d1\u8d77\u548c\u91d1\u878d\u79d1\u6280\u5e94\u7528\u3002<\/li><li>\u673a\u6784\u53ef\u4ee5\u4e3a\u5ba2\u6237\u63d0\u4f9b\u66f4\u5168\u9762\u548c\u521b\u65b0\u7684\u670d\u52a1<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u521b\u9020\u65b0\u7684\u6536\u5165\u6765\u6e90<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0e\u7b2c\u4e09\u65b9\u501f\u8d37\u6216\u4fdd\u9669\u5e73\u53f0\u96c6\u6210<\/li><li>\u63a2\u7d22\u65b0\u7684\u5546\u4e1a\u6a21\u5f0f\u548c\u6536\u5165\u673a\u4f1a<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u8fc7\u6e21\uff1a\u7edf\u4e00\u5e73\u53f0\u7684\u6218\u7565\u4ef7\u503c\u662f\u8fd9\u4e9b\u80fd\u529b\u7684\u603b\u548c\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u7edf\u4e00\u5e73\u53f0\u7684\u6218\u7565\u4ef7\u503c<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u63d0\u9ad8\u8fd0\u884c\u6548\u7387<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6253\u7834\u6570\u636e\u5b64\u5c9b\uff0c\u81ea\u52a8\u5316\u624b\u52a8\u6d41\u7a0b<\/li><li>\u987e\u95ee\u4e13\u6ce8\u4e8e\u5ba2\u6237\u53c2\u4e0e\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/li><li>\u5408\u89c4\u56e2\u961f\u4f9d\u8d56\u81ea\u52a8\u5316\u68c0\u67e5\u548c\u5ba1\u8ba1\u8ddf\u8e2a<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u589e\u5f3a\u5ba2\u6237\u4f53\u9a8c<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ece\u5165\u804c\u5230\u62a5\u544a\uff0c\u65e0\u7f1d\u3001\u4e2a\u6027\u5316\u4f53\u9a8c<\/li><li>\u987e\u95ee\u62e5\u6709\u5b8c\u6574\u3001\u5168\u65b9\u4f4d\u7684\u5ba2\u6237\u89c6\u56fe<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u6570\u636e\u9a71\u52a8\u51b3\u7b56<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u96c6\u4e2d\u5f0f\u6570\u636e\u652f\u6301\u9ad8\u7ea7\u5206\u6790\u548c\u6218\u7565\u6d1e\u5bdf<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u53ef\u6269\u5c55\u6027\u548c\u9002\u5e94\u6027<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7075\u6d3b\u3001\u53ef\u7ec4\u5408\u7684\u67b6\u6784\u53ef\u968f\u4e1a\u52a1\u589e\u957f\u800c\u6269\u5c55<\/li><li>\u6839\u636e\u9700\u8981\u6dfb\u52a0\u65b0\u6a21\u5757\u3001\u96c6\u6210\u548c\u529f\u80fd<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\u79fb\u52a8CRM\u548c\u73b0\u573a\u4f7f\u7528<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5305\u542b\u5f3a\u5927\u7684\u79fb\u52a8 CRM \u529f\u80fd\uff0c\u4e3a\u5916\u51fa\u4e2d\u7684\u9500\u552e\u4ee3\u8868\u548c\u987e\u95ee\u63d0\u4f9b\u5b9e\u65f6\u66f4\u65b0\u548c\u751f\u4ea7\u529b\u5de5\u5177\u3002\u5728\u5b9e\u9645\u573a\u666f\u4e2d\uff0c\u9500\u552e\u4ee3\u8868\u53d7\u76ca\u4e8e\u5b9e\u65f6\u6570\u636e\u5f55\u5165\u3001\u79bb\u7ebf\u529f\u80fd\u548c\u79fb\u52a8\u8bbf\u95ee\uff0c\u4f7f\u4ed6\u4eec\u80fd\u591f\u5feb\u901f\u6709\u6548\u5730\u5728\u5916\u52e4\u56de\u5e94\u3002\u8fd9\u786e\u4fdd\u4e86\u65e5\u5e38\u987e\u95ee\u6d3b\u52a8\u7684\u7cbe\u7b80\uff0c\u5e76\u4e14 InvestGlass \u5728\u5b9e\u8df5\u4e2d\u88ab\u7528\u4e8e\u652f\u6301\u65e0\u8bba\u56e2\u961f\u5728\u4f55\u5904\u5de5\u4f5c\u65f6\u7684\u9500\u552e\u548c\u62a4\u7406\u534f\u8c03\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u7ed3\u8bba\uff1aInvestGlass \u7684\u4f18\u52bf<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u4e00\u4e2a\u6570\u636e\u81f3\u4e0a\u3001\u5ba2\u6237\u671f\u671b\u7a7a\u524d\u63d0\u9ad8\u7684\u884c\u4e1a\u4e2d\uff0c\u901a\u7528\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u548c\u8131\u8282\u7684\u7cfb\u7edf\u5df2\u4e0d\u518d\u591f\u7528\u3002\u91d1\u878d\u673a\u6784\u9700\u8981\u4e00\u4e2a\u4e13\u95e8\u7684\u3001\u7edf\u4e00\u7684\u5e73\u53f0\uff0c\u8be5\u5e73\u53f0\u80fd\u591f\u5904\u7406\u8d22\u5bcc\u7ba1\u7406\u7684\u590d\u6742\u6027\uff0c\u786e\u4fdd\u4e25\u683c\u7684\u5408\u89c4\u6027\uff0c\u5e76\u4e0e\u6838\u5fc3\u94f6\u884c\u57fa\u7840\u8bbe\u65bd\u65e0\u7f1d\u8fde\u63a5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u6b64\u89e3\u51b3\u65b9\u6848\u3002\u901a\u8fc7\u7ed3\u5408\u5f3a\u5927\u7684\u745e\u58eb\u4e3b\u6743 CRM\u3001\u672c\u5730\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u548c API \u4f18\u5148\u8fde\u63a5\u5c42\uff0cInvestGlass \u4f7f\u94f6\u884c\u3001\u7ecf\u7eaa\u5546\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u80fd\u591f\u5b9e\u73b0\u8fd0\u8425\u73b0\u4ee3\u5316\u3001\u63d0\u4f9b\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\u5e76\u63a8\u52a8\u53ef\u6301\u7eed\u589e\u957f\u3002\u91c7\u7528 InvestGlass \u4e0d\u4ec5\u4ec5\u662f\u4e00\u6b21 IT \u5347\u7ea7\uff1b\u5b83\u662f\u5bf9\u91d1\u878d\u670d\u52a1\u672a\u6765\u7684\u4e00\u9879\u6218\u7565\u6295\u8d44\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u5e38\u89c1\u95ee\u9898 (FAQ)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass \u4e0e Salesforce \u6216 HubSpot \u7b49\u901a\u7528 CRM \u6709\u4f55\u4e0d\u540c\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e00\u6b3e\u4e13\u4e3a\u91d1\u878d\u884c\u4e1a\u6253\u9020\u7684\u745e\u58eb\u4e3b\u6743 CRM\u3002\u901a\u7528 CRM \u9700\u8981\u5e7f\u6cdb\u7684\u5b9a\u5236\u624d\u80fd\u5904\u7406\u91d1\u878d\u6570\u636e\u548c\u5408\u89c4\u6027\uff0c\u5e76\u4e14\u901a\u5e38\u53ea\u63d0\u4f9b\u57fa\u672c\u529f\u80fd\uff0c\u800c InvestGlass \u539f\u751f\u652f\u6301\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u6838\u5fc3\u94f6\u884c\u96c6\u6210\u4ee5\u53ca\u50cf MIFID\uff08\u91d1\u878d\u5de5\u5177\u5e02\u573a\u6307\u4ee4\uff09\u548c LSFIN\uff08\u745e\u58eb\u91d1\u878d\u670d\u52a1\u6cd5\uff09\u8fd9\u6837\u7684\u590d\u6742\u76d1\u7ba1\u6846\u67b6\uff0c\u5f00\u7bb1\u5373\u7528\uff0c\u5305\u62ec\u91d1\u878d\u670d\u52a1\u7684\u5fc5\u5907\u529f\u80fd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. InvestGlass \u662f\u5426\u53ef\u4ee5\u8fde\u63a5\u5230\u6211\u73b0\u6709\u7684\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u662f\u7684\uff0cInvestGlass \u91c7\u7528 API \u4f18\u5148\u67b6\u6784\uff08\u6240\u6709\u529f\u80fd\u5747\u53ef\u901a\u8fc7 API \u8bbf\u95ee\uff0c\u4fbf\u4e8e\u96c6\u6210\uff09\uff0c\u65e8\u5728\u5145\u5f53\u8fde\u63a5\u5c42\u3002\u5b83\u53ef\u4ee5\u901a\u8fc7 API\u3001\u5de5\u4f5c\u7a0b\u5e8f\u6216\u5e73\u9762\u6587\u4ef6\u4e0e\u4f20\u7edf\u7cfb\u7edf\u96c6\u6210\uff0c\u5e76\u5df2\u4e0e Temenos\u3001Avaloq\u3001Skaleet \u548c SaaScada \u7b49\u4e3b\u8981\u63d0\u4f9b\u5546\u5efa\u7acb\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u652f\u6301\u72ec\u7279\u7684\u4e1a\u52a1\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">terceira\nInvestGlass \u662f\u5426\u5305\u542b\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf (PMS)\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u662f\u7684\uff0cInvestGlass \u63d0\u4f9b\u4e86\u4e00\u4e2a\u5b8c\u5168\u96c6\u6210\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\uff08PMS\uff0c\u4e00\u4e2a\u7528\u4e8e\u7ba1\u7406\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u7684\u5e73\u53f0\uff09\u3002\u8fd9\u4f7f\u8d22\u5bcc\u7ecf\u7406\u80fd\u591f\u76f4\u63a5\u5728 CRM \u73af\u5883\u4e2d\u5904\u7406\u8ba2\u5355\u7ba1\u7406\u3001\u5b9e\u65f6\u6570\u636e\u8ddf\u8e2a\u3001\u6295\u8d44\u7ec4\u5408\u538b\u529b\u6d4b\u8bd5\u548c\u81ea\u52a8\u5316\u54a8\u8be2\uff0c\u5e76\u53ef\u8bbf\u95ee\u8ba2\u5355\u5386\u53f2\u8bb0\u5f55\u4ee5\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. InvestGlass \u5982\u4f55\u5904\u7406\u6570\u5b57\u5165\u804c\u548c\u5408\u89c4\u6027\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u81ea\u52a8\u5316\u4e86\u5305\u62ec AML\uff08\u53cd\u6d17\u94b1\uff09\u548c KYC\uff08\u4e86\u89e3\u60a8\u7684\u5ba2\u6237\uff09\u68c0\u67e5\u5728\u5185\u7684\u6574\u4e2a\u6570\u5b57\u5165\u804c\u6d41\u7a0b\u3002\u5b83\u5229\u7528\u4eba\u5de5\u667a\u80fd\u8fdb\u884c\u5b9e\u65f6\u98ce\u9669\u8bc4\u4f30\uff0c\u5e76\u786e\u4fdd\u7b26\u5408\u56fd\u9645\u6cd5\u89c4\uff0c\u4ece\u800c\u663e\u8457\u51cf\u5c11\u4e86\u624b\u52a8\u6587\u4e66\u5de5\u4f5c\u548c\u5165\u804c\u65f6\u95f4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. \u4ec0\u4e48\u662f\u201c\u53ef\u7ec4\u5408\u94f6\u884c\u201d\uff0cInvestGlass \u5982\u4f55\u652f\u6301\u5b83\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u53ef\u7ec4\u5408\u94f6\u884c\u662f\u4e00\u79cd\u91d1\u878d\u673a\u6784\u4f7f\u7528\u6700\u4f73\u7ec4\u4ef6\u800c\u975e\u5355\u4e00\u6574\u4f53\u7cfb\u7edf\u6765\u6784\u5efa\u5176\u6280\u672f\u6808\u7684\u65b9\u6cd5\u3002InvestGlass \u901a\u8fc7\u5145\u5f53\u7075\u6d3b\u7684\u4e2d\u5fc3\uff0c\u901a\u8fc7\u5176\u667a\u80fd API \u8fde\u63a5\u5404\u79cd\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u548c\u6838\u5fc3\u7cfb\u7edf\uff0c\u4ece\u800c\u652f\u6301\u4e86\u8fd9\u4e00\u70b9\uff0c\u5b9e\u73b0\u4e86\u72ec\u7279\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6. InvestGlass \u7684\u6570\u636e\u6258\u7ba1\u5728\u54ea\u91cc\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f18\u5148\u8003\u8651\u6570\u636e\u4e3b\u6743\u3002\u5ba2\u6237\u53ef\u4ee5\u9009\u62e9\u5c06\u6570\u636e\u6258\u7ba1\u5728\u745e\u58eb\u4e3b\u6743\u4e91\uff08\u4f4d\u4e8e\u65e5\u5185\u74e6\u5dde\uff09\u4e2d\uff0c\u6216\u5c06\u5176\u89e3\u51b3\u65b9\u6848\u90e8\u7f72\u5728\u5176\u81ea\u5df1\u7684\u57fa\u7840\u8bbe\u65bd\u4e0a\uff0c\u4ee5\u786e\u4fdd\u6700\u5927\u7684\u5b89\u5168\u6027\u548c\u9690\u79c1\u6027\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7. InvestGlass \u80fd\u5e2e\u52a9 ESG \u6295\u8d44\u5417\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u662f\u7684\uff0cInvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u5305\u542b ESG\uff08\u73af\u5883\u3001\u793e\u4f1a\u3001\u6cbb\u7406\uff09\u7b5b\u9009\u529f\u80fd\u3002\u8fd9\u4f7f\u5f97\u987e\u95ee\u80fd\u591f\u6839\u636e ESG \u6807\u51c6\u8bc4\u4f30\u548c\u8bc4\u5206\u6295\u8d44\uff0c\u5e2e\u52a9\u5ba2\u6237\u5c06\u5176\u6295\u8d44\u7ec4\u5408\u4e0e\u5176\u4ef7\u503c\u89c2\u4fdd\u6301\u4e00\u81f4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass \u662f\u5426\u63d0\u4f9b\u8425\u9500\u81ea\u52a8\u5316\u5de5\u5177\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u662f\u7684\uff0cInvestGlass \u5305\u542b\u4e00\u5957\u5168\u9762\u7684\u8425\u9500\u5de5\u5177\u3002\u7528\u6237\u53ef\u4ee5\u8de8\u6e20\u9053\u8ddf\u8e2a\u8425\u9500\u6d3b\u52a8\uff0c\u81ea\u5b9a\u4e49\u53d7\u4f17\u7ec6\u5206\uff0c\u5e76\u4f7f\u7528\u53d1\u5e03\u8c03\u5ea6\u5668\u9ad8\u6548\u5730\u5206\u53d1\u62a5\u544a\u548c\u901a\u8baf\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">9. \u4eba\u5de5\u667a\u80fd\u5982\u4f55\u589e\u5f3aInvestGlass\u5e73\u53f0\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5229\u7528\u4eba\u5de5\u667a\u80fd\u5b9e\u73b0\u591a\u79cd\u529f\u80fd\uff0c\u5305\u62ec\u81ea\u52a8\u5316\u5ba2\u6237\u7ec6\u5206\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7684\u9884\u6d4b\u5206\u6790\u3001\u5408\u89c4\u6027\u7684\u5f02\u5e38\u68c0\u6d4b\uff0c\u751a\u81f3\u96c6\u6210 ChatGPT \u7b49\u5de5\u5177\u4ee5\u7b80\u5316\u540e\u53f0\u4efb\u52a1\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">10. InvestGlass \u662f\u5426\u9002\u5408\u65b0\u94f6\u884c\u548c\u6570\u5b57\u4f18\u5148\u673a\u6784\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u7136\u3002InvestGlass \u7684\u5f00\u653e\u94f6\u884c\u65b9\u6cd5\uff08\u57fa\u4e8e API \u7684\u5b89\u5168\u6570\u636e\u5171\u4eab\uff09\u3001\u5feb\u901f\u90e8\u7f72\u80fd\u529b\u548c\u65e0\u7f1d API \u96c6\u6210\uff0c\u4f7f\u5176\u6210\u4e3a\u65b0\u94f6\u884c\u5feb\u901f\u5b89\u5168\u5730\u63a8\u51fa\u521b\u65b0\u91d1\u878d\u4ea7\u54c1\u7684\u7406\u60f3\u57fa\u7840\u5e73\u53f0\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Quick Answer: InvestGlass is a Swiss-made, AI-powered Sovereign CRM that goes beyond generic customer relationship management by offering native connectivity to multiple portfolio management systems (PMS) and core banking platforms. Unlike traditional CRMs that create data silos and often only provide basic features, InvestGlass acts as a flexible connectivity layer, integrating seamlessly with systems like [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47032,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,35],"class_list":["post-49364","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-for-banking"],"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>Best CRM for Banks &amp; Wealth Managers<\/title>\n<meta name=\"description\" content=\"Explore Beyond Generic CRM solutions for financial institutions. Learn how InvestGlass tailors to industry-specific needs.\" \/>\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\/\u5728\u901a\u7528-crm-\u4e4b\u5916\uff0cinvestglass-\u5982\u4f55\u4e3a\u73b0\u4ee3\u91d1\u878d\u8fde\u63a5\u6295\u8d44\u7ec4\u5408\u7ba1\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Beyond Generic CRM: How InvestGlass Connects Portfolio Management and Core Banking for Modern Finance\" \/>\n<meta property=\"og:description\" content=\"Quick Answer: InvestGlass is a Swiss-made, AI-powered Sovereign CRM that goes beyond generic customer relationship management by offering native\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u5728\u901a\u7528-crm-\u4e4b\u5916\uff0cinvestglass-\u5982\u4f55\u4e3a\u73b0\u4ee3\u91d1\u878d\u8fde\u63a5\u6295\u8d44\u7ec4\u5408\u7ba1\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-25T10:20:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-25T11:24:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2048\" \/>\n\t<meta property=\"og:image:height\" content=\"1401\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta 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