{"id":49367,"date":"2026-03-25T11:24:38","date_gmt":"2026-03-25T10:24:38","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49367"},"modified":"2026-04-22T11:49:11","modified_gmt":"2026-04-22T09:49:11","slug":"%e8%b6%85%e8%b6%8a%e9%94%80%e5%94%ae%ef%bc%9a%e9%93%b6%e8%a1%8c%e4%b8%8e%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e6%9c%ba%e6%9e%84%e7%9a%84%e6%9c%80%e4%bd%b3crm%e7%b3%bb%e7%bb%9finvestglass","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/beyond-sales-the-best-crm-for-banks-wealth-managers-investglass\/","title":{"rendered":"\u8d85\u8d8a\u9500\u552e\uff1a\u94f6\u884c\u8d22\u5bcc\u7ba1\u7406\u5e08\u7684\u5353\u8d8aCRM\u2014\u2014InvestGlass"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-introduction\"><span class=\"ez-toc-section\" id=\"Introduction\"><\/span>\u5bfc\u8a00<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6307\u5357\u4e13\u4e3a\u5bfb\u6c42\u6700\u4f73CRM\u89e3\u51b3\u65b9\u6848\u7684\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u548c\u91d1\u878d\u673a\u6784\u800c\u8bbe\u3002\u5728\u91d1\u878d\u884c\u4e1a\u4e2d\uff0c\u9009\u62e9\u6b63\u786e\u7684CRM\u5bf9\u4e8e\u5408\u89c4\u6027\u3001\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u8fd0\u8425\u6548\u7387\u81f3\u5173\u91cd\u8981\u3002\u5982\u679c\u60a8\u6b63\u5728\u5bfb\u627e\u9002\u5408\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u7684\u6700\u4f73CRM\u2014\u2014InvestGlass\uff0c\u672c\u6587\u5c06\u5e2e\u52a9\u60a8\u4e86\u89e3\u4e3a\u4ec0\u4e48\u91cf\u8eab\u5b9a\u5236\u7684CRM\u81f3\u5173\u91cd\u8981\uff0c\u4ee5\u53ca\u5982\u4f55\u9009\u62e9\u9002\u5408\u60a8\u9700\u6c42\u7684\u5e73\u53f0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u60a8\u5c06\u4e86\u89e3\u5230<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e3a\u4ec0\u4e48\u901a\u7528\u9500\u552e\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u65e0\u6cd5\u6ee1\u8db3\u94f6\u884c\u4e1a\u548c\u8d22\u5bcc\u7ba1\u7406\u590d\u6742\u7684\u4e1a\u52a1\u9700\u6c42\uff0c\u4ee5\u53ca\u5982\u4f55\u8bc6\u522b\u4e3a\u8fd9\u4e9b\u884c\u4e1a\u91cf\u8eab\u5b9a\u5236\u7684\u6700\u4f73 CRM\u3002.<\/li>\n\n\n\n<li>\u771f\u6b63\u4f18\u79c0\u7684\u91d1\u878d\u670d\u52a1 CRM \u5fc5\u987b\u5177\u5907\u7684\u6838\u5fc3\u3001\u4e0d\u53ef\u6216\u7f3a\u7684\u529f\u80fd\u3002.<\/li>\n\n\n\n<li>\u5bf9\u9876\u7ea7\u4e00\u4f53\u5316CRM\u5e73\u53f0\uff08\u5305\u62ecInvestGlass\u3001Salesforce Financial Services Cloud\u3001Wealthbox\u548cCreatio\uff09\u7684\u6df1\u5ea6\u5bf9\u6bd4\u3002.<\/li>\n\n\n\n<li>\u5982\u4f55\u4e3a\u60a8\u7684\u673a\u6784\u9009\u62e9\u6700\u4f73 CRM\uff0c\u9700\u7efc\u5408\u8003\u91cf\u529f\u80fd\u3001\u5b9a\u4ef7\u3001\u652f\u6301\u3001\u6570\u636e\u4e3b\u6743\u3001\u96c6\u6210\u4ee5\u53ca\u603b\u62e5\u6709\u6210\u672c\u3002.<\/li>\n\n\n\n<li>\u5408\u89c4\u5de5\u5177\uff08\u5982 MiFID II\u3001FINMA \u548c GDPR \u76f8\u5173\u5de5\u5177\uff09\u5728\u73b0\u4ee3 CRM \u7cfb\u7edf\u4e2d\u7684\u5173\u952e\u4f5c\u7528\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u662f\u60a8\u9009\u62e9 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e7%a7%81%e4%ba%ba%e9%93%b6%e8%a1%8c-crm\/\" target=\"_self\">\u94f6\u884c\u6700\u4f73 CRM<\/a> \u4ee5\u53ca\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\uff0c\u91cd\u70b9\u5173\u6ce8\u529f\u80fd\u3001\u5b9a\u4ef7\u53ca\u5176\u5bf9\u91d1\u878d\u670d\u52a1\u7684\u9002\u7528\u6027\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-quick-answer\"><span class=\"ez-toc-section\" id=\"Quick_Answer\"><\/span>\u5feb\u901f\u56de\u7b54<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e13\u4e3a\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u8bbe\u8ba1\u7684\u5e73\u53f0\uff08\u4f8b\u5982\uff0c\u9762\u5411\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u4ee5\u53ca\u5bfb\u6c42\u6700\u4f73\u91d1\u878d\u4e13\u4e1a\u4eba\u58ebCRM\u7684\u7528\u6237\u7684\u6700\u4f73\u4e00\u4f53\u5316CRM\u5e73\u53f0\uff09\uff0c\u662f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/\" target=\"_self\">\u6295\u8d44\u73bb\u7483<\/a>, \uff0cSalesforce Financial Services Cloud \u548c Creatio\u3002\u8fd9\u4e9b\u5e73\u53f0\u8d85\u8d8a\u4e86\u901a\u7528\u7684\u9500\u552e\u6f0f\u6597\uff0c\u63d0\u4f9b\u4e86\u8bf8\u5982\u590d\u6742\u5bb6\u5ead\u8d26\u6237\u7ba1\u7406\u3001\u5f3a\u5927\u7684\u5408\u89c4\u4e0e\u5ba1\u8ba1\u5de5\u5177\u3001\u96c6\u6210\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u4ee5\u53ca\u5b89\u5168\u7684\u5ba2\u6237\u95e8\u6237\u7b49\u6838\u5fc3\u529f\u80fd\uff0c\u540c\u65f6\u6ee1\u8db3\u4e86\u91d1\u878d\u884c\u4e1a\u4e25\u683c\u7684\u6570\u636e\u5b89\u5168\u4e0e\u76d1\u7ba1\u8981\u6c42\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-generic-crms-fail-in-banking-and-wealth-management\"><span class=\"ez-toc-section\" id=\"Why_Generic_CRMs_Fail_in_Banking_and_Wealth_Management\"><\/span>\u4e3a\u4ec0\u4e48\u901a\u7528\u578b CRM \u5728\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u9886\u57df\u4f1a\u5931\u8d25<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-transactional-vs-relationship-models\"><span class=\"ez-toc-section\" id=\"Transactional_vs_Relationship_Models\"><\/span>\u4ea4\u6613\u578b\u4e0e\u5173\u7cfb\u578b\u6a21\u578b<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u51e0\u5341\u5e74\u6765\uff0c\u65e0\u6570\u884c\u4e1a\u7684\u4f01\u4e1a\u4e00\u76f4\u4f9d\u8d56\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u6765\u8ffd\u8e2a\u6f5c\u5728\u5ba2\u6237\u3001\u7ba1\u7406\u9500\u552e\u6f0f\u6597\u5e76\u7ef4\u62a4\u5ba2\u6237\u5173\u7cfb\u3002\u8fd9\u4e9b\u5e73\u53f0\u5728\u63d0\u9ad8\u9500\u552e\u6548\u7387\u548c\u4e3a\u5ba2\u6237\u4e92\u52a8\u63d0\u4f9b\u7ed3\u6784\u5316\u65b9\u6cd5\u65b9\u9762\u53d1\u6325\u4e86\u91cd\u8981\u4f5c\u7528\u3002\u7136\u800c\uff0c\u6b63\u662f\u8fd9\u79cd\u4f7f\u5176\u5bf9\u5178\u578b\u9500\u552e\u7ec4\u7ec7\u884c\u4e4b\u6709\u6548\u7684\u6838\u5fc3\u8bbe\u8ba1\uff0c\u4f7f\u5f97\u5b83\u4eec\u6839\u672c\u65e0\u6cd5\u9002\u5e94\u94f6\u884c\u4e1a\u548c\u8d22\u5bcc\u7ba1\u7406\u4e1a\u5145\u6ee1\u7ec6\u5fae\u5dee\u522b\u4e14\u76d1\u7ba1\u4e25\u683c\u7684\u590d\u6742\u73af\u5883\u3002\u5c06\u901a\u7528\u7684\u73b0\u6210CRM\u5e94\u7528\u4e8e\u8fd9\u4e9b\u4e13\u4e1a\u9886\u57df\uff0c\u4e0d\u4ec5\u4ec5\u662f\u6027\u80fd\u4e0d\u4f73\u7684\u95ee\u9898\uff1b\u5b83\u8fd8\u53ef\u80fd\u5f15\u5165\u91cd\u5927\u7684\u8fd0\u8425\u98ce\u9669\uff0c\u5e76\u963b\u788d\u673a\u6784\u63d0\u4f9b\u5ba2\u6237\u6240\u671f\u671b\u7684\u670d\u52a1\u6c34\u5e73\u3002\u9762\u5411\u91d1\u878d\u673a\u6784\u7684CRM\u8f6f\u4ef6\u5fc5\u987b\u8fdb\u884c\u5b9a\u5236\uff0c\u5305\u542b\u5f3a\u5927\u7684\u5ba2\u6237\u6570\u636e\u7ba1\u7406\u3001\u81ea\u52a8\u5316\u3001\u4e0e\u91d1\u878d\u5de5\u5177\u7684\u96c6\u6210\u4ee5\u53ca\u5408\u89c4\u529f\u80fd\uff0c\u4ee5\u6ee1\u8db3\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u72ec\u7279\u9700\u6c42\u3002\u901a\u7528CRM\u7684\u6838\u5fc3\u7406\u5ff5\u662f\u4ea4\u6613\u578b\u7684\uff0c\u4fa7\u91cd\u4e8e\u4ece\u7ebf\u7d22\u5230\u8f6c\u5316\u7684\u7ebf\u6027\u8fdb\u7a0b\u3002\u8fd9\u79cd\u6a21\u5f0f\u4e0e\u91d1\u878d\u670d\u52a1\u5177\u6709\u5468\u671f\u6027\u3001\u957f\u671f\u6027\u548c\u4ee5\u5173\u7cfb\u4e3a\u4e2d\u5fc3\u7684\u672c\u8d28\u6781\u4e0d\u5951\u5408\u3002\u5176\u7ed3\u679c\u5f80\u5f80\u662f\u4e00\u4e2a\u7b28\u62d9\u3001\u4f4e\u6548\u7684\u7cfb\u7edf\uff0c\u5e26\u6765\u7684\u95ee\u9898\u591a\u4e8e\u89e3\u51b3\u7684\u95ee\u9898\uff0c\u8fdb\u800c\u5bfc\u81f4\u6570\u636e\u788e\u7247\u5316\u3001\u987e\u95ee\u6cae\u4e27\u4ee5\u53ca\u6f5c\u5728\u7684\u5408\u89c4\u8fdd\u89c4\u3002\u8fd9\u7b80\u76f4\u5c31\u662f\u8bd5\u56fe\u7528\u9524\u5b50\u53bb\u505a\u9700\u8981\u624b\u672f\u5200\u624d\u80fd\u5b8c\u6210\u7684\u5de5\u4f5c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-operational-risks\"><span class=\"ez-toc-section\" id=\"Operational_Risks\"><\/span>\u64cd\u4f5c\u98ce\u9669<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u5982\u679c\u786c\u6027\u5f15\u5165\u91d1\u878d\u884c\u4e1a\uff0c\u53ef\u80fd\u4f1a\u5e26\u6765\u8fd0\u8425\u98ce\u9669\uff0c\u4f8b\u5982\u6570\u636e\u788e\u7247\u5316\u3001\u5408\u89c4\u8fdd\u89c4\u4ee5\u53ca\u6548\u7387\u4f4e\u4e0b\uff0c\u6700\u7ec8\u5bf9\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u76d1\u7ba1\u5408\u89c4\u5730\u4f4d\u4ea7\u751f\u8d1f\u9762\u5f71\u54cd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-relationship-is-the-product\"><span class=\"ez-toc-section\" id=\"The_Relationship_is_the_Product\"><\/span>\u5173\u7cfb\u5373\u4ea7\u54c1<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5728\u8d22\u5bcc\u7ba1\u7406\u4e2d\uff0c\u5173\u7cfb <em>\u662f<\/em> \u8be5\u4ea7\u54c1\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u7528\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u65e8\u5728\u63a8\u52a8\u6f5c\u5728\u5ba2\u6237\u901a\u8fc7\u7ebf\u6027\u7684\u9500\u552e\u6f0f\u6597\u5b8c\u6210\u5355\u6b21\u8d2d\u4e70\u3002\u6574\u4e2a\u5de5\u4f5c\u6d41\u7a0b\u90fd\u662f\u4e3a\u8fd9\u79cd\u4ea4\u6613\u578b\u65c5\u7a0b\u8fdb\u884c\u4f18\u5316\u7684\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u8d22\u52a1\u987e\u95ee\u4e0e\u5ba2\u6237\u7684\u5173\u7cfb\u662f\u4e00\u6bb5\u6301\u7eed\u7684\u3001\u8de8\u4ee3\u9645\u7684\u65c5\u7a0b\u3002\u8fd9\u662f\u4e00\u573a\u52a8\u6001\u6f14\u53d8\u7684\u4f19\u4f34\u5173\u7cfb\uff0c\u8de8\u8d8a\u4e86\u5e02\u573a\u5468\u671f\u3001\u91cd\u5927\u751f\u6d3b\u4e8b\u4ef6\u4ee5\u53ca\u4e0d\u65ad\u53d8\u5316\u7684\u8d22\u52a1\u76ee\u6807\u3002\u8fd9\u79cd\u5efa\u7acb\u5728\u4fe1\u4efb\u548c\u5bf9\u5ba2\u6237\u9700\u6c42\u6df1\u523b\u7406\u89e3\u4e4b\u4e0a\u7684\u5173\u7cfb\u672c\u8eab\uff0c\u5c31\u662f\u6838\u5fc3\u4ea7\u54c1\u3002\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u7ba1\u7406\u5173\u7cfb\u5bf9\u4e8e\u7ef4\u6301\u5ba2\u6237\u6ee1\u610f\u5ea6\u3001\u7b80\u5316\u6c9f\u901a\u4ee5\u53ca\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u81f3\u5173\u91cd\u8981\u3002\u901a\u7528\u7684CRM\u4e13\u6ce8\u4e8e\u8fbe\u6210\u4ea4\u6613\uff0c\u6839\u672c\u7f3a\u4e4f\u63cf\u8ff0\u8fd9\u79cd\u5173\u7cfb\u66f4\u4e0d\u7528\u8bf4\u7ba1\u7406\u8fd9\u79cd\u5173\u7cfb\u7684\u8bed\u8a00\u3002\u5b83\u65e0\u6cd5\u5145\u5206\u6355\u6349\u5ba2\u6237\u5bb6\u5ead\u72b6\u51b5\u7684\u5fae\u5999\u53d8\u5316\u3001\u4ed6\u4eec\u7684\u957f\u671f\u613f\u671b\uff0c\u6216\u662f\u4ed6\u4eec\u9519\u7efc\u590d\u6742\u7684\u8d22\u52a1\u548c\u6cd5\u5f8b\u8054\u7cfb\u7f51\u7edc\u3002\u4e00\u4e2a\u4e13\u4e3a\u91d1\u878d\u670d\u52a1\u6253\u9020\u7684CRM\uff0c\u4f8b\u5982\u7531 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%bc%81%e4%b8%9a%e8%b5%84%e6%ba%90%e8%a7%84%e5%88%92%e7%b3%bb%e7%bb%9f\/\" target=\"_self\">\u6295\u8d44\u73bb\u7483<\/a>, \uff0c\u4ee5\u5c06\u5ba2\u6237\u5173\u7cfb\u4f5c\u4e3a\u6838\u5fc3\u5b9e\u4f53\u7684\u7406\u5ff5\u8fdb\u884c\u67b6\u6784\u3002\u5b83\u63d0\u4f9b\u4e86\u7ed8\u5236\u8fd9\u4e9b\u590d\u6742\u8054\u7cfb\u3001\u8ddf\u8e2a\u957f\u671f\u76ee\u6807\u8fdb\u5c55\u4ee5\u53ca\u4ee5\u53cd\u6620\u5176\u771f\u5b9e\u3001\u975e\u7ebf\u6027\u672c\u8d28\u7684\u65b9\u5f0f\u7ba1\u7406\u5173\u7cfb\u7684\u5de5\u5177\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png\" alt=\"InvestGlass \u745e\u58eb\u4e3b\u6743CRM\" class=\"wp-image-49341\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-1024x576.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-300x169.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-768x432.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global-18x10.png 18w, https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global.png 1384w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u745e\u58eb\u4e3b\u6743CRM<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-complex-client-hierarchies\"><span class=\"ez-toc-section\" id=\"Complex_Client_Hierarchies\"><\/span>\u590d\u6742\u7684\u5ba2\u6237\u5c42\u7ea7\u7ed3\u6784<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8d22\u52a1\u5173\u7cfb\u5f88\u5c11\u662f\u7b80\u5355\u7684\u4e00\u5bf9\u4e00\u8054\u7cfb\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6807\u51c6\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u5f88\u96be\u5bf9\u91d1\u878d\u9886\u57df\u5e38\u89c1\u7684\u590d\u6742\u5173\u7cfb\u7f51\u7edc\u8fdb\u884c\u5efa\u6a21\u3002\u5b83\u4eec\u901a\u5e38\u56f4\u7ed5\u6241\u5e73\u7684\u3001\u4ee5\u8d26\u6237\u4e3a\u4e2d\u5fc3\u7684\u6570\u636e\u6a21\u578b\u6784\u5efa\uff0c\u8fd9\u5e76\u4e0d\u9002\u5408\u91d1\u878d\u5173\u7cfb\u5177\u6709\u7684\u5c42\u7ea7\u548c\u7f51\u7edc\u5316\u7279\u5f81\u3002\u5728\u91d1\u878d\u670d\u52a1\u4e2d\uff0c\u6709\u6548\u7684\u5ba2\u6237\u7ba1\u7406\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u80fd\u7b80\u5316\u6570\u636e\u5171\u4eab\u3001\u589e\u5f3a\u5ba2\u6237\u4e92\u52a8\uff0c\u5e76\u786e\u4fdd\u4e0e\u5176\u5b83\u4e1a\u52a1\u529f\u80fd\u7684\u96c6\u6210\u3002\u4ee5\u5178\u578b\u7684\u8d85\u9ad8\u51c0\u503c\u5ba2\u6237\u4e3a\u4f8b\u3002\u4ed6\u4eec\u53ef\u80fd\u4f1a\u6709\u914d\u5076\u3001\u62e5\u6709\u5404\u81ea\u6295\u8d44\u8d26\u6237\u7684\u5b50\u5973\u3001\u5bb6\u65cf\u4fe1\u6258\u3001\u7528\u4e8e\u5176\u5546\u4e1a\u5229\u76ca\u7684\u63a7\u80a1\u516c\u53f8\u4ee5\u53ca\u6148\u5584\u57fa\u91d1\u4f1a\u3002\u5728\u901a\u7528\u7684 CRM \u4e2d\uff0c\u8fd9\u4e9b\u90fd\u5f88\u53ef\u80fd\u88ab\u5f53\u4f5c\u72ec\u7acb\u3001\u65e0\u5173\u8054\u7684\u8054\u7cfb\u4eba\u5bf9\u5f85\u3002\u8fd9\u4f7f\u5f97\u987e\u95ee\u65e0\u6cd5\u83b7\u5f97\u8be5\u5bb6\u65cf\u603b\u8d22\u5bcc\u3001\u6574\u4f53\u8d44\u4ea7\u914d\u7f6e\u6216\u5176\u96c6\u4f53\u8d22\u52a1\u76ee\u6807\u7684\u5355\u4e00\u3001\u7efc\u5408\u89c6\u56fe\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5bb6\u5ead\u5f52\u6237<\/strong>, \uff0c\u5c06\u76f8\u5173\u7684\u4e2a\u4eba\u548c\u5b9e\u4f53\uff08\u4f8b\u5982\u5bb6\u5ead\u6210\u5458\u3001\u4fe1\u6258\u548c\u4f01\u4e1a\uff09\u7ec4\u5408\u6210\u5355\u4e00\u7684\u7edf\u4e00\u7ed3\u6784\u7684\u8fc7\u7a0b\uff0c\u4f7f\u987e\u95ee\u80fd\u591f\u5c06\u6240\u6709\u76f8\u5173\u7684\u5173\u7cfb\u548c\u8d44\u4ea7\u4f5c\u4e3a\u4e00\u4e2a\u6709\u51dd\u805a\u529b\u7684\u6574\u4f53\u8fdb\u884c\u67e5\u770b\u548c\u7ba1\u7406\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53e6\u4e00\u65b9\u9762\uff0c\u4e13\u4e1a\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u57fa\u4e8e\u4e00\u79cd\u7406\u89e3\u2018\u5bb6\u5ead\u2019\u6982\u5ff5\u7684\u6570\u636e\u6a21\u578b\u6784\u5efa\u3002\u5b83\u5141\u8bb8\u987e\u95ee\u5c06\u6240\u6709\u76f8\u5173\u7684\u4e2a\u4eba\u548c\u5b9e\u4f53\u5f52\u5165\u540c\u4e00\u4e2a\u5bb6\u5ead\uff0c\u5c06\u4ed6\u4eec\u7684\u8d22\u52a1\u4fe1\u606f\u6c47\u603b\u4e3a\u7efc\u5408\u89c6\u56fe\uff0c\u5e76\u7ed8\u5236\u51fa\u4ed6\u4eec\u4e4b\u95f4\u590d\u6742\u7684\u957f\u8fdc\u5173\u7cfb\u3002\u8fd9\u4e0d\u4ec5\u662f\u4e3a\u4e86\u4fbf\u5229\uff0c\u66f4\u662f\u63d0\u4f9b\u5168\u9762\u3001\u77e5\u60c5\u7684\u5efa\u8bae\u4ee5\u53ca\u53d1\u73b0\u65b0\u7684\u589e\u957f\u673a\u4f1a\u7684\u57fa\u7840\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-and-compliance-burdens\"><span class=\"ez-toc-section\" id=\"Regulatory_and_Compliance_Burdens\"><\/span>\u76d1\u7ba1\u4e0e\u5408\u89c4\u8d1f\u62c5<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u884c\u4e1a\u5728\u6d69\u5982\u70df\u6d77\u7684\u76d1\u7ba1\u4e0b\u8fd0\u4f5c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c7b\u4f3c\u4e8e <strong>MiFID II<\/strong> \u5728\u6b27\u6d32\uff0c, <strong>\u82ac\u5170\u91d1\u878d\u7ba1\u7406\u5c40<\/strong> \u5728\u745e\u58eb\uff0c\u4ee5\u53ca\u65e0\u5904\u4e0d\u5728\u7684 <strong>GDPR<\/strong> \u5bf9\u91d1\u878d\u673a\u6784\u65bd\u52a0\u4e86\u6c89\u91cd\u4e14\u4e0d\u65ad\u589e\u52a0\u7684\u5408\u89c4\u8d1f\u62c5\u3002\u8fd9\u4e9b\u6cd5\u89c4\u89c4\u8303\u4e86\u4e00\u5207\uff0c\u4ece\u5ba2\u6237\u6570\u636e\u7684\u5b58\u50a8\u548c\u5904\u7406\u65b9\u5f0f\uff0c\u5230\u6295\u8d44\u5efa\u8bae\u7684\u63d0\u4f9b\u548c\u8bb0\u5f55\u65b9\u5f0f\u3002\u901a\u7528\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u662f\u4e3a\u76d1\u7ba1\u8f83\u5c11\u7684\u884c\u4e1a\u8bbe\u8ba1\u7684\uff0c\u6839\u672c\u65e0\u6cd5\u5e94\u5bf9\u8fd9\u79cd\u7a0b\u5ea6\u7684\u5ba1\u67e5\u3002\u5b83\u7f3a\u4e4f\u6ee1\u8db3\u8fd9\u4e9b\u4e49\u52a1\u6240\u9700\u7684\u8be6\u7ec6\u5ba1\u8ba1\u8ffd\u8e2a\u3001\u590d\u6742\u7684\u540c\u610f\u7ba1\u7406\u529f\u80fd\u3001\u5b89\u5168\u7684\u6570\u636e\u5b58\u50a8\u4ee5\u53ca\u5b89\u5168\u7684\u901a\u4fe1\u6e20\u9053\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u91d1\u878d\u670d\u52a1 CRM \u5c06\u5408\u89c4\u6027\u4f5c\u4e3a\u57fa\u672c\u539f\u5219\u8fdb\u884c\u8bbe\u8ba1\u3002\u5b83\u63d0\u4f9b\u4e86\u4e00\u5957\u5b8c\u6574\u7684\u5de5\u5177\u6765\u81ea\u52a8\u5316\u548c\u6267\u884c\u5408\u89c4\u6d41\u7a0b\uff0c\u5305\u62ec\u9002\u5f53\u6027\u548c\u9002\u5b9c\u6027\u68c0\u67e5\u3001\u6240\u6709\u5ba2\u6237\u4ea4\u4e92\u7684\u81ea\u52a8\u5316\u5ba1\u8ba1\u8ffd\u8e2a\uff0c\u4ee5\u53ca\u5b89\u5168\u4e14\u53ef\u5ba1\u8ba1\u7684\u901a\u4fe1\u6e20\u9053\uff0c\u4f8b\u5982\u96c6\u6210\u7cfb\u7edf\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e6%8a%95%e8%b5%84%e8%80%85%e9%97%a8%e6%88%b7%e7%bd%91%e7%ab%99\/\" target=\"_self\">\u6295\u8d44\u8005\u95e8\u6237\u7f51\u7ad9<\/a>. \u8fd9\u4e0d\u4ec5\u964d\u4f4e\u4e86\u4ee3\u4ef7\u9ad8\u6602\u7684\u5408\u89c4\u8fdd\u89c4\u98ce\u9669\uff0c\u8fd8\u89e3\u653e\u4e86\u987e\u95ee\uff0c\u8ba9\u4ed6\u4eec\u80fd\u591f\u4e13\u6ce8\u4e8e\u81ea\u5df1\u6700\u64c5\u957f\u7684\u4e8b\u60c5\uff1a\u670d\u52a1\u5ba2\u6237\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-features-of-a-true-financial-services-crm\"><span class=\"ez-toc-section\" id=\"Core_Features_of_a_True_Financial_Services_CRM\"><\/span>\u771f\u6b63\u91d1\u878d\u670d\u52a1 CRM \u7684\u6838\u5fc3\u529f\u80fd<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e2a\u771f\u6b63\u6709\u6548\u7684 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e4%bb%80%e4%b9%88%e6%98%af%e9%93%b6%e8%a1%8c%e4%b8%9a%e7%9a%84-crm\/\" target=\"_self\">\u94f6\u884c\u4e1a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a> \u8d22\u5bcc\u7ba1\u7406\u7531\u4e00\u7ec4\u76f4\u63a5\u8fce\u5408\u884c\u4e1a\u9700\u6c42\u7684\u7279\u5b9a\u529f\u80fd\u6765\u5b9a\u4e49\u3002\u5bf9\u4e8e\u91d1\u878d\u673a\u6784\u800c\u8a00\uff0cCRM\u89e3\u51b3\u65b9\u6848\u5bf9\u4e8e\u589e\u5f3a\u5ba2\u6237\u53c2\u4e0e\u5ea6\u548c\u7b80\u5316\u5de5\u4f5c\u6d41\u7a0b\u81f3\u5173\u91cd\u8981\uff0c\u5b83\u63d0\u4f9b\u53ef\u6269\u5c55\u3001\u7075\u6d3b\u4e14\u5177\u6709\u884c\u4e1a\u7279\u5b9a\u6027\u7684\u529f\u80fd\u3002\u8fd9\u4e9b\u4e0d\u4ec5\u4ec5\u662f\u9644\u52a0\u7ec4\u4ef6\uff0c\u800c\u662f\u5c06\u4e13\u4e1a\u7cfb\u7edf\u4e0e\u901a\u7528\u7cfb\u7edf\u533a\u5206\u5f00\u6765\u7684\u57fa\u7840\u80fd\u529b\u3002\u4ece360\u5ea6\u5ba2\u6237\u89c6\u56fe\u5230\u81ea\u52a8\u5316\u5408\u89c4\uff0c\u8fd9\u4e9b\u529f\u80fd\u534f\u540c\u5de5\u4f5c\uff0c\u8d4b\u80fd\u987e\u95ee\u548c\u673a\u6784\u5efa\u7acb\u66f4\u7262\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\u3001\u63d0\u9ad8\u6548\u7387\u5e76\u964d\u4f4e\u98ce\u9669\u3002\u7406\u89e3\u8fd9\u4e9b\u6838\u5fc3\u7ec4\u4ef6\u662f\u8ba4\u8bc6\u5230\u4e3a\u4ec0\u4e48\u4e13\u7528\u89e3\u51b3\u65b9\u6848\u4e0d\u4ec5\u662f\u4e00\u79cd\u504f\u597d\u3001\u800c\u662f\u4e00\u79cd\u5fc5\u9700\u7684\u7b2c\u4e00\u6b65\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-holistic-client-view-amp-360-degree-profiles\"><span class=\"ez-toc-section\" id=\"1_Holistic_Client_View_360-Degree_Profiles\"><\/span>1. \u5ba2\u6237\u5168\u666f\u89c6\u56fe\u4e0e360\u5ea6\u5168\u65b9\u4f4d\u753b\u50cf<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">360\u5ea6\u5168\u65b9\u4f4d\u5ba2\u6237\u89c6\u56fe\u610f\u5473\u7740\u5c06\u5173\u4e8e\u5ba2\u6237\u7684\u6240\u6709\u4fe1\u606f\u6574\u5408\u5230\u4e00\u4e2a\u5355\u4e00\u7684\u3001\u6613\u4e8e\u8bbf\u95ee\u7684\u4eea\u8868\u677f\u4e2d\u3002\u8fd9\u8fdc\u4e0d\u6b62\u4e00\u672c\u6570\u5b57\u901a\u8baf\u5f55\uff1b\u5b83\u662f\u5ba2\u6237\u6574\u4e2a\u8d22\u52a1\u751f\u6d3b\u7684\u52a8\u6001\u3001\u751f\u52a8\u7684\u6863\u6848\u3002\u8be5\u89c6\u56fe\u5e94\u5305\u62ec\u4eba\u53e3\u7edf\u8ba1\u6570\u636e\u3001\u6240\u6709\u6e20\u9053\uff08\u7535\u5b50\u90ae\u4ef6\u3001\u7535\u8bdd\u3001\u4f1a\u8bae\u3001\u5b89\u5168\u6d88\u606f\uff09\u7684\u8054\u7edc\u5386\u53f2\u3001\u5176\u8d22\u52a1\u8d26\u6237\uff08\u5185\u90e8\u548c\u5916\u90e8\uff09\u7684\u5b8c\u6574\u5217\u8868\uff0c\u4ee5\u53ca\u5176\u6295\u8d44\u7ec4\u5408\u7684\u8be6\u7ec6\u660e\u7ec6\u3002\u81f3\u5173\u91cd\u8981\u7684\u662f\uff0c\u5b83\u8fd8\u5fc5\u987b\u6355\u6349\u2018\u8f6f\u6027\u2019\u4e8b\u5b9e\uff1a\u4ed6\u4eec\u9648\u8ff0\u7684\u8d22\u52a1\u76ee\u6807\u3001\u5bf9\u5f85\u98ce\u9669\u7684\u6001\u5ea6\u3001\u5bb6\u5ead\u72b6\u51b5\u4ee5\u53ca\u957f\u671f\u613f\u666f\u3002\u9ad8\u6548\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u662f\u5efa\u7acb\u4fe1\u4efb\u7684\u6838\u5fc3\uff0c\u5e76\u4f7f\u8d22\u5bcc\u7ba1\u7406\u4eba\u5458\u80fd\u591f\u57fa\u4e8e\u5bf9\u6bcf\u4f4d\u5ba2\u6237\u7684\u5168\u9762\u4e86\u89e3\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\u3002\u4f8b\u5982\uff0c\u8d22\u5bcc\u7ba1\u7406\u4eba\u5458\u4e0d\u4ec5\u5e94\u8be5\u80fd\u591f\u770b\u5230\u4ed6\u4eec\u7684\u5ba2\u6237\u6301\u6709\u67d0\u53ea\u7279\u5b9a\u80a1\u7968\uff0c\u8fd8\u5e94\u8be5\u770b\u5230\u8be5\u6295\u8d44\u7684\u6700\u521d\u57fa\u672c\u9762\u3001\u5ba2\u6237\u4e0a\u6b21\u590d\u5ba1\u4f1a\u8bae\u7684\u8bb0\u5f55\u4ee5\u53ca\u4e0e\u8be5\u516c\u53f8\u76f8\u5173\u7684\u4efb\u4f55\u8fd1\u671f\u65b0\u95fb\u62a5\u9053\u3002\u8fd9\u79cd\u6574\u4f53\u89c6\u89d2\u662f\u8bf8\u5982 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%bc%81%e4%b8%9a%e8%b5%84%e6%ba%90%e8%a7%84%e5%88%92%e7%b3%bb%e7%bb%9f\/\" target=\"_self\">\u6295\u8d44\u73bb\u7483<\/a>, \uff0c\u5b9e\u73b0\u4e86\u5728\u4fe1\u606f\u788e\u7247\u5316\u89c6\u56fe\u4e0b\u65e0\u6cd5\u8fbe\u5230\u7684\u4e3b\u52a8\u5f0f\u548c\u4e2a\u6027\u5316\u670d\u52a1\u6c34\u5e73\u3002\u5b83\u907f\u514d\u4e86\u8ba9\u5ba2\u6237\u611f\u89c9\u81ea\u5df1\u662f\u5728\u4e0e\u540c\u4e00\u673a\u6784\u5185\u591a\u4e2a\u4e92\u4e0d\u8fde A \u7684\u90e8\u95e8\u6253\u4ea4\u9053\u7684\u5c34\u5c2c\u4e14\u635f\u5bb3\u5ba2\u6237\u5173\u7cfb\u7684\u60c5\u51b5\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-sophisticated-household-amp-relationship-management\"><span class=\"ez-toc-section\" id=\"2_Sophisticated_Household_Relationship_Management\"><\/span>2. \u590d\u6742\u7684\u9ad8\u7aef\u5bb6\u5ead\u4e0e\u5173\u7cfb\u7ba1\u7406<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5e76\u975e\u5b64\u7acb\u7684\u4e2a\u4f53\uff0c\u800c\u662f\u590d\u6742\u91d1\u878d\u751f\u6001\u7cfb\u7edf\u7684\u4e00\u90e8\u5206\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b63\u5982\u524d\u9762\u6240\u63d0\u5230\u7684\uff0c\u2018\u5bb6\u5ead\u5408\u5e76\u7ba1\u7406\u2019\uff08householding\uff09\u662f\u4e00\u4e2a\u5173\u952e\u7279\u5f81\uff0c\u5176\u91cd\u8981\u6027\u600e\u4e48\u5f3a\u8c03\u90fd\u4e0d\u4e3a\u8fc7\u3002\u4e00\u4e2a\u4e13\u4e1a\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u5fc5\u987b\u80fd\u591f\u6620\u5c04\u548c\u7ba1\u7406\u91d1\u878d\u9886\u57df\u4e2d\u591a\u5c42\u6b21\u4e14\u901a\u5e38\u9519\u7efc\u590d\u6742\u7684\u5404\u79cd\u5173\u7cfb\u3002\u8fd9\u8fdc\u8d85\u51fa\u4e86\u7b80\u5355\u5bb6\u8c31\u7684\u8303\u7574\u3002\u8fd9\u610f\u5473\u7740\u80fd\u591f\u5bf9\u590d\u6742\u7684\u80a1\u6743\u7ed3\u6784\u8fdb\u884c\u5efa\u6a21\uff0c\u4f8b\u5982\u7531\u5bb6\u65cf\u4fe1\u6258\u62e5\u6709\u63a7\u80a1\u516c\u53f8\uff0c\u8be5\u63a7\u80a1\u516c\u53f8\u8fdb\u800c\u53c8\u62e5\u6709\u51e0\u5bb6\u8fd0\u8425\u4f01\u4e1a\u3002\u8fd9\u610f\u5473\u7740\u80fd\u591f\u5c06\u5ba2\u6237\u4e0e\u5176\u914d\u5076\u3001\u5b50\u5973\u3001\u5546\u4e1a\u4f19\u4f34\u4ee5\u53ca\u6cd5\u5f8b\u548c\u7a0e\u52a1\u987e\u95ee\u8054\u7cfb\u8d77\u6765\u3002\u8fd9\u79cd\u80fd\u529b\u4f7f\u987e\u95ee\u80fd\u591f\u5168\u9762\u4e86\u89e3\u4e00\u4e2a\u5bb6\u5ead\u7684\u7ba1\u7406\u8d44\u4ea7\u603b\u989d\u3001\u4ed6\u4eec\u5bf9\u4e0d\u540c\u8d44\u4ea7\u7c7b\u522b\u548c\u98ce\u9669\u56e0\u7d20\u7684\u603b\u4f53\u655e\u53e3\uff0c\u4ee5\u53ca\u4ed6\u4eec\u4e4b\u95f4\u9519\u7efc\u590d\u6742\u7684\u8054\u7cfb\u7f51\u7edc\u3002\u901a\u8fc7\u5168\u9762\u4e86\u89e3\u8fd9\u4e9b\u5173\u7cfb\uff0cCRM\u5e73\u53f0\u663e\u8457\u63d0\u5347\u4e86\u5ba2\u6237\u670d\u52a1\u6c34\u5e73\uff0c\u4f7f\u987e\u95ee\u80fd\u591f\u9488\u5bf9\u6bcf\u4e2a\u5ba2\u6237\u7684\u72ec\u7279\u60c5\u51b5\u63d0\u4f9b\u66f4\u4e2a\u6027\u5316\u3001\u66f4\u9ad8\u6548\u7684\u652f\u6301\u3002\u8fd9\u5bf9\u4e8e\u5c31\u9057\u4ea7\u89c4\u5212\u3001\u7ee7\u627f\u89c4\u5212\u548c\u6148\u5584\u6350\u8d60\u7b49\u4e3b\u9898\u63d0\u4f9b\u6574\u4f53\u6027\u5efa\u8bae\u81f3\u5173\u91cd\u8981\u3002\u5bf9\u4e8e <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e4%bc%81%e4%b8%9a%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%8a%a1%e7%9a%84-crm\/\" target=\"_self\">\u4f01\u4e1a\u94f6\u884c\u4e1a\u52a1<\/a>, \uff0c\u5bf9\u4e8e\u7406\u89e3\u4f01\u4e1a\u96c6\u56e2\u5185\u90e8\u7684\u5f71\u54cd\u529b\u548c\u6240\u6709\u6743\u5b8c\u6574\u7f51\u7edc\u3001\u8bc6\u522b\u5173\u952e\u51b3\u7b56\u8005\u4ee5\u53ca\u7ba1\u7406\u590d\u6742\u7684\u4fe1\u7528\u98ce\u9669\u655e\u53e3\u800c\u8a00\uff0c\u8fd9\u4e00\u529f\u80fd\u540c\u6837\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-robust-compliance-amp-auditing-tools\"><span class=\"ez-toc-section\" id=\"3_Robust_Compliance_Auditing_Tools\"><\/span>3. \u5f3a\u5927\u7684\u5408\u89c4\u4e0e\u5ba1\u8ba1\u5de5\u5177<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6bcf\u6b21\u4ea4\u4e92\u90fd\u5fc5\u987b\u8bb0\u5f55\u5728\u6848\u4e14\u53ef\u5ba1\u8ba1\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u670d\u52a1\u4e1a\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u5fc5\u987b\u662f\u4e00\u5ea7\u5408\u89c4\u5821\u5792\uff0c\u5176\u57fa\u56e0\u4e2d\u5c31\u5fc5\u987b\u878d\u5165\u5bf9\u76d1\u7ba1\u7684\u9075\u5faa\u3002\u8fd9\u610f\u5473\u7740\u9700\u8981\u63d0\u4f9b\u4e00\u5957\u5168\u9762\u7684\u5de5\u5177\uff0c\u4ee5\u81ea\u52a8\u5316\u3001\u6267\u884c\u548c\u8bb0\u5f55\u5bf9\u5e7f\u6cdb\u6cd5\u89c4\u7684\u9075\u5b88\u60c5\u51b5\u3002\u81ea\u52a8\u5316\u529f\u80fd\u65e8\u5728\u901a\u8fc7\u81ea\u52a8\u6355\u83b7\u6765\u81ea\u7535\u5b50\u90ae\u4ef6\u3001\u65e5\u5386\u548c\u5176\u4ed6\u6e20\u9053\u7684\u5ba2\u6237\u4e92\u52a8\u6765\u51cf\u5c11\u624b\u52a8\u6570\u636e\u8f93\u5165\uff0c\u4ece\u800c\u63d0\u9ad8\u51c6\u786e\u6027\u548c\u5408\u89c4\u6027\u3002\u8fd9\u5305\u62ec\u7528\u4e8e\u81ea\u52a8\u5316\u4e86\u89e3\u60a8\u7684\u5ba2\u6237\uff08<a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/kyc\/\" target=\"_self\">KYC<\/a>\uff09\u548c\u53cd\u6d17\u94b1\uff08AML\uff09\u68c0\u67e5\uff0c\u5e76\u96c6\u6210\u4e86\u7b2c\u4e09\u65b9\u6570\u636e\u63d0\u4f9b\u5546\u4ee5 <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> \u4ee5\u53ca\u5236\u88c1\u7b5b\u67e5\u3002\u5b83\u8fd8\u5fc5\u987b\u5305\u542b\u4e00\u4e2a\u5065\u5168\u7684\u7cfb\u7edf\uff0c\u7528\u4e8e\u8bb0\u5f55\u548c\u7ba1\u7406\u5ba2\u6237\u540c\u610f\uff0c\u7279\u522b\u662f\u9488\u5bf9GDPR\u7b49\u6570\u636e\u9690\u79c1\u6cd5\u89c4\u3002\u5408\u89c4CRM\u7684\u57fa\u77f3\u662f\u5b8c\u6574\u3001\u4e0d\u53ef\u7be1\u6539\u4e14\u5e26\u6709\u65f6\u95f4\u6233\u7684\u6bcf\u4e00\u4e2a\u5ba2\u6237\u4e92\u52a8\u7684\u5ba1\u8ba1\u8ffd\u8e2a\u3002\u8fd9\u5305\u62ec\u6bcf\u4e00\u5c01\u7535\u5b50\u90ae\u4ef6\u3001\u6bcf\u4e00\u4e2a\u7535\u8bdd\u3001\u6bcf\u4e00\u6761\u4f1a\u8bae\u8bb0\u5f55\u3001\u6bcf\u4e00\u6761\u4ea4\u6613\u5efa\u8bae\u4ee5\u53ca\u6bcf\u4e00\u9879\u5ba2\u6237\u6307\u4ee4\u3002\u5f53FINMA\u6216FCA\u7b49\u76d1\u7ba1\u673a\u6784\u627e\u4e0a\u95e8\u65f6\uff0c\u673a\u6784\u5fc5\u987b\u80fd\u591f\u7acb\u5373\u63d0\u4f9b\u5b8c\u6574\u4e14\u53ef\u8fa9\u62a4\u7684\u5ba2\u6237\u5173\u7cfb\u5386\u53f2\u8bb0\u5f55\u3002\u8fd9\u4e0d\u662f\u4e00\u9879\u2018\u53ef\u6709\u53ef\u65e0\u2019\u7684\u529f\u80fd\uff0c\u800c\u662f\u4e00\u9879\u8fd0\u8425\u8bb8\u53ef\u8981\u6c42\uff0c\u901a\u7528\u7684CRM\u5982\u679c\u4e0d\u8fdb\u884c\u5e7f\u6cdb\u3001\u590d\u6742\u4e14\u6602\u8d35\u7684\u5b9a\u5236\uff0c\u6839\u672c\u65e0\u6cd5\u6ee1\u8db3\u8fd9\u4e00\u8981\u6c42\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-advanced-portfolio-management-integration\"><span class=\"ez-toc-section\" id=\"4_Advanced_Portfolio_Management_Integration\"><\/span>4. \u9ad8\u7ea7\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u96c6\u6210<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u548c\u8d44\u4ea7\u7ec4\u5408\u5fc5\u987b\u4f7f\u7528\u76f8\u540c\u7684\u8bed\u8a00\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u4e0e\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\uff08PMS\uff09\u4e4b\u95f4\u65e0\u7f1d\u7684\u53cc\u5411\u4fe1\u606f\u6d41\u5bf9\u4e8e\u987e\u95ee\u7684\u6548\u7387\u548c\u51c6\u786e\u6027\u81f3\u5173\u91cd\u8981\u3002\u987e\u95ee\u4e0d\u5e94\u4e3a\u4e86\u5168\u9762\u4e86\u89e3\u5ba2\u6237\u7684\u8d22\u52a1\u72b6\u51b5\u800c\u5728\u591a\u4e2a\u7cfb\u7edf\u4e4b\u95f4\u6765\u56de\u5207\u6362\u3002\u4ed6\u4eec\u5e94\u8be5\u80fd\u591f\u76f4\u63a5\u5728CRM\u754c\u9762\u5185\u67e5\u770b\u5ba2\u6237\u7684\u6295\u8d44\u7ec4\u5408\u7ee9\u6548\u3001\u8d44\u4ea7\u914d\u7f6e\u548c\u6700\u8fd1\u7684\u4ea4\u6613\u3002\u4e0e\u91d1\u878d\u5de5\u5177\u7684\u96c6\u6210\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u96c6\u4e2d\u4e86\u8d22\u52a1\u6570\u636e\u5e76\u7b80\u5316\u4e86\u9488\u5bf9\u8d22\u52a1\u987e\u95ee\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002\u8fd9\u79cd\u96c6\u6210\u662f\u6709\u6548\u6027\u7684\u4e00\u4e2a\u5173\u952e\u7279\u5f81 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e7%ae%a1%e7%90%86%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88\/\" target=\"_self\">\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/a> \u89e3\u51b3\u65b9\u6848\uff0c\u8fd8\u5e94\u5141\u8bb8\u987e\u95ee\u5728 CRM \u5185\u90e8\u76f4\u63a5\u542f\u52a8 PMS \u4e2d\u7684\u64cd\u4f5c\uff0c\u4f8b\u5982\u751f\u6210\u518d\u5e73\u8861\u5efa\u8bae\u6216\u6267\u884c\u4ea4\u6613\u3002\u8fd9\u6d88\u9664\u4e86\u5bf9\u624b\u5de5\u6570\u636e\u5f55\u5165\u7684\u9700\u6c42\uff08\u8fd9\u662f\u9519\u8bef\u7684\u4e3b\u8981\u6765\u6e90\uff09\uff0c\u5e76\u4e3a\u987e\u95ee\u8282\u7701\u5927\u91cf\u65f6\u95f4\uff0c\u4f7f\u4ed6\u4eec\u80fd\u591f\u4e13\u6ce8\u4e8e\u9ad8\u4ef7\u503c\u7684\u5ba2\u6237\u4e92\u52a8\u6d3b\u52a8\u3002\u4e00\u4e9b\u5148\u8fdb\u7684\u5e73\u53f0\uff08\u5982 InvestGlass\uff09\u66f4\u8fdb\u4e00\u6b65\uff0c\u5185\u7f6e\u4e86\u529f\u80fd\u5f3a\u5927\u7684 <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\u5de5\u5177<\/a> \u4f5c\u4e3a\u5e73\u53f0\u7684\u6838\u5fc3\u7ec4\u4ef6\u3002\u8fd9\u521b\u9020\u4e86\u4e00\u4e2a\u771f\u6b63\u7684\u591a\u5408\u4e00\u89e3\u51b3\u65b9\u6848\uff0c\u5b8c\u5168\u6d88\u9664\u4e86\u5bf9\u4efb\u4f55\u96c6\u6210\u7684\u9700\u6c42\uff0c\u4e3a\u6240\u6709\u5ba2\u6237\u548c\u6295\u8d44\u7ec4\u5408\u6570\u636e\u63d0\u4f9b\u5355\u4e00\u771f\u5b9e\u6570\u636e\u6e90\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-secure-client-communication-amp-investor-portals\"><span class=\"ez-toc-section\" id=\"5_Secure_Client_Communication_Investor_Portals\"><\/span>5. \u5b89\u5168\u7684\u5ba2\u6237\u901a\u4fe1\u4e0e\u6295\u8d44\u8005\u95e8\u6237\u7f51\u7ad9<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7535\u5b50\u90ae\u4ef6\u4e0d\u662f\u4f20\u8f93\u654f\u611f\u8d22\u52a1\u4fe1\u606f\u7684\u5b89\u5168\u6e20\u9053\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u6807\u51c6\u7535\u5b50\u90ae\u4ef6\u4e0e\u5ba2\u6237\u6c9f\u901a\u6295\u8d44\u4e8b\u5b9c\u7b80\u76f4\u662f\u81ea\u53d6\u706d\u4ea1\u3002\u7535\u5b50\u90ae\u4ef6\u672c\u8d28\u4e0a\u662f\u4e00\u4e2a\u4e0d\u5b89\u5168\u7684\u6e20\u9053\uff0c\u5bb9\u6613\u53d7\u5230\u7f51\u7edc\u9493\u9c7c\u653b\u51fb\u3001\u4e2d\u95f4\u4eba\u653b\u51fb\u548c\u6570\u636e\u6cc4\u9732\u7684\u5f71\u54cd\u3002\u4e13\u4e1a\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf (CRM) \u5fc5\u987b\u4e3a\u6240\u6709\u5ba2\u6237\u6c9f\u901a\u63d0\u4f9b\u5b89\u5168\u4e14\u5408\u89c4\u7684\u66ff\u4ee3\u65b9\u6848\u3002\u8fd9\u901a\u5e38\u8868\u73b0\u4e3a\u5b89\u5168\u7684\u77ed\u4fe1\u7cfb\u7edf\u548c\u4e00\u4e2a\u96c6\u6210\u7684 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e6%8a%95%e8%b5%84%e8%80%85%e9%97%a8%e6%88%b7%e7%bd%91%e7%ab%99\/\" target=\"_self\">\u6295\u8d44\u8005\u95e8\u6237<\/a>. \u8be5\u95e8\u6237\u7f51\u7ad9\u4e3a\u5ba2\u6237\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5b89\u5168\u3001\u52a0\u5bc6\u4e14\u5177\u6709\u54c1\u724c\u7279\u8272\u7684\u73af\u5883\uff0c\u5ba2\u6237\u53ef\u4ee5\u5728\u6b64\u767b\u5f55\u4ee5\u67e5\u770b\u5176\u6295\u8d44\u7ec4\u5408\u8868\u73b0\u3001\u8bbf\u95ee\u8d26\u6237\u5bf9\u8d26\u5355\u548c\u7a0e\u52a1\u6587\u4ef6\uff0c\u5e76\u4e0e\u4ed6\u4eec\u7684\u987e\u95ee\u8fdb\u884c\u5b89\u5168\u6c9f\u901a\u3002\u8fd9\u4e0d\u4ec5\u5927\u5927\u589e\u5f3a\u4e86\u5b89\u5168\u6027\u5e76\u786e\u4fdd\u4e86\u5bf9\u6570\u636e\u9690\u79c1\u6cd5\u89c4\u7684\u9075\u5b88\uff0c\u8fd8\u663e\u8457\u6539\u5584\u4e86\u5ba2\u6237\u4f53\u9a8c\uff0c\u4ece\u800c\u5e26\u6765\u66f4\u9ad8\u7684\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002\u5728\u8fd9\u4e2a\u6d88\u8d39\u8005\u5bf9\u751f\u6d3b\u7684\u65b9\u65b9\u9762\u9762\u90fd\u80fd\u8fdb\u884c\u70b9\u64ad\u5f0f\u8bbf\u95ee\u7684\u65f6\u4ee3\uff0c\u4ed6\u4eec\u5bf9\u91d1\u878d\u987e\u95ee\u4e5f\u62b1\u6709\u540c\u6837\u7684\u671f\u671b\u3002\u9ad8\u8d28\u91cf\u7684\u5ba2\u6237\u95e8\u6237\u7f51\u7ad9\u80fd\u591f\u6ee1\u8db3\u8fd9\u4e00\u9700\u6c42\uff0c\u4ece\u800c\u5efa\u7acb\u4fe1\u4efb\u5e76\u5de9\u56fa\u5ba2\u6237\u5173\u7cfb\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-automated-amp-compliant-onboarding-workflows\"><span class=\"ez-toc-section\" id=\"6_Automated_Compliant_Onboarding_Workflows\"><\/span>6. \u81ea\u52a8\u5316\u4e14\u5408\u89c4\u7684\u5165\u804c\u6d41\u7a0b<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e00\u5370\u8c61\u81f3\u5173\u91cd\u8981\uff0c\u800c\u7b28\u62d9\u7684\u7528\u6237\u5f15\u5bfc\u6d41\u7a0b\u5219\u662f\u4e00\u4e2a\u91cd\u5927\u8f6f\u808b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u662f\u65b0\u5ba2\u6237\u5bf9\u60a8\u7684\u673a\u6784\u4ea7\u751f\u7684\u7b2c\u4e00\u5370\u8c61\uff0c\u53ef\u4ee5\u8bf4\u662f\u6700\u91cd\u8981\u7684\u4e00\u5370\u8c61\u3002\u7b28\u62d9\u3001\u57fa\u4e8e\u7eb8\u8d28\u4e14\u8017\u65f6\u7684\u5165\u804c\u6d41\u7a0b\u4f1a\u7ed9\u4eba\u7559\u4e0b\u96be\u4ee5\u78e8\u706d\u7684\u8d1f\u9762\u7b2c\u4e00\u5370\u8c61\u3002\u73b0\u4ee3\u91d1\u878d CRM \u53ef\u4ee5\u5c06\u8fd9\u4e00\u6d41\u7a0b\u4ece\u4e00\u4e2a\u4e3b\u8981\u7684\u75db\u70b9\u8f6c\u53d8\u4e3a\u7ade\u4e89\u4f18\u52bf\u3002\u901a\u8fc7\u5c06\u6574\u4e2a\u5de5\u4f5c\u6d41\u7a0b\u6570\u5b57\u5316\u548c\u81ea\u52a8\u5316\uff0c\u6b63\u5982\u5728 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%88%a9%e7%94%a8%e6%8a%95%e8%b5%84%e9%95%9c%e5%83%8f%e4%bc%98%e5%8c%96%e6%95%b0%e5%ad%97%e5%8c%96%e5%85%a5%e8%81%8c%e6%b5%81%e7%a8%8b-%e5%bd%bb%e5%ba%95%e6%94%b9%e5%8f%98%e9%87%91%e8%9e%8d%e6%9c%8d\/\" target=\"_self\">\u6570\u5b57\u5165\u804c<\/a> \u89e3\u51b3\u65b9\u6848\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u4e3a\u5ba2\u6237\u548c\u987e\u95ee\u521b\u9020\u65e0\u7f1d\u4e14\u9ad8\u6548\u7684\u5165\u9a7b\u4f53\u9a8c\u3002\u8fd9\u5305\u62ec\u8bf8\u5982\u53ef\u4f7f\u7528\u73b0\u6709\u6570\u636e\u8fdb\u884c\u9884\u586b\u5199\u7684\u6570\u5b57\u8868\u5355\u3001\u4e0e\u7b2c\u4e09\u65b9\u670d\u52a1\u5546\u96c6\u6210\u4ee5\u8fdb\u884c\u81ea\u52a8KYC\uff08\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff09\u548cAML\uff08\u53cd\u6d17\u94b1\uff09\u68c0\u67e5\u3001\u4ea4\u4e92\u5f0f\u98ce\u9669\u8bc4\u6d4b\u95ee\u5377\uff0c\u4ee5\u53ca\u6700\u7ec8\u5ba2\u6237\u534f\u8bae\u7684\u7535\u5b50\u751f\u6210\u548c\u7b7e\u7f72\u7b49\u529f\u80fd\u3002CRM\u5185\u7684\u5206\u6790\u548c\u62a5\u544a\u529f\u80fd\u652f\u6301\u5728\u5165\u9a7b\u8fc7\u7a0b\u4e2d\u505a\u51fa\u6570\u636e\u9a71\u52a8\u7684\u51b3\u7b56\uff0c\u5e2e\u52a9\u673a\u6784\u8bc6\u522b\u8d8b\u52bf\u3001\u4f18\u5316\u6d41\u7a0b\uff0c\u5e76\u57fa\u4e8e\u5b9e\u65f6\u6d1e\u5bdf\u786e\u4fdd\u5408\u89c4\u6027\u3002\u8fd9\u4e0d\u4ec5\u5927\u5e45\u7f29\u77ed\u4e86\u65b0\u5ba2\u6237\u5165\u9a7b\u6240\u9700\u7684\u65f6\u95f4\uff08\u4ece\u51e0\u5468\u7f29\u77ed\u81f3\u51e0\u5929\u751a\u81f3\u51e0\u5c0f\u65f6\uff09\uff0c\u8fd8\u5c06\u4eba\u4e3a\u9519\u8bef\u98ce\u9669\u964d\u81f3\u6700\u4f4e\uff0c\u5e76\u786e\u4fdd\u6d41\u7a0b\u7684\u6bcf\u4e2a\u73af\u8282\u90fd\u5b8c\u5168\u5408\u89c4\uff0c\u4e14\u8bb0\u5f55\u5728CRM\u7684\u5ba1\u8ba1\u8ffd\u8e2a\u4e2d\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-comparison-of-top-all-in-one-crm-platforms-for-finance\"><span class=\"ez-toc-section\" id=\"Comparison_of_Top_All-in-One_CRM_Platforms_for_Finance\"><\/span>\u91d1\u878d\u884c\u4e1a\u6700\u4f73\u4e00\u4f53\u5316CRM\u5e73\u53f0\u6bd4\u8f83<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u9009\u62e9 CRM \u4e4b\u524d\uff0c\u6709\u5fc5\u8981\u5bf9\u9002\u7528\u4e8e\u91d1\u878d\u673a\u6784\u7684\u9876\u7ea7 CRM \u7cfb\u7edf\u8fdb\u884c\u6bd4\u8f83\u3002\u8fd9\u4e9b\u5e73\u53f0\u65e8\u5728\u589e\u5f3a\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u7684\u5ba2\u6237\u5173\u7cfb\u3001\u5b9e\u73b0\u8425\u9500\u81ea\u52a8\u5316\u5e76\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u7279\u70b9<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u6295\u8d44\u73bb\u7483<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>Salesforce \u91d1\u878d\u670d\u52a1\u4e91<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u8d22\u5bcc\u7bb1<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u521b\u9020<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u76ee\u6807\u53d7\u4f17<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u3001\u8d44\u4ea7\u7ba1\u7406\u673a\u6784<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5927\u578b\u4f01\u4e1a\uff0c\u5168\u80fd\u94f6\u884c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8d22\u52a1\u987e\u95ee\uff0c\u6ce8\u518c\u6295\u8d44\u987e\u95ee<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e2d\u5927\u578b\u94f6\u884c\u3001\u91d1\u878d\u670d\u52a1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4e3b\u8981\u4f18\u52bf<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u745e\u58eb\u6258\u7ba1\uff0c\u4e00\u4f53\u5316\uff0c\u65e0\u4ee3\u7801\u81ea\u52a8\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u751f\u6001\u7cfb\u7edf\u4e0e AppExchange<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b80\u6d01\u6613\u7528<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>BPM \u4e0e\u4f4e\u4ee3\u7801\u5e73\u53f0<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u5408\u89c4\u7126\u70b9<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>FINMA, GDPR, MiFID II<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u5ea6\u53ef\u5b9a\u5236\uff0c\u9700\u8981\u914d\u7f6e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u57fa\u672c\u9002\u7528\u6027\uff0c\u9002\u5408\u7f8e\u56fd\u987e\u95ee<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5f3a\u5927\u7684\u5408\u89c4\u6d41\u7a0b\u81ea\u52a8\u5316<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u9884\u7f6e\u9009\u9879<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u662f<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6ca1\u6709<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6ca1\u6709<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u662f<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u96c6\u6210\u7684<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9700\u8981\u96c6\u6210<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9700\u8981\u96c6\u6210<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9700\u8981\u96c6\u6210<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-deep-dive-the-best-all-in-one-crm-platforms\"><span class=\"ez-toc-section\" id=\"Deep_Dive_The_Best_All-in-One_CRM_Platforms\"><\/span>\u6df1\u5ea6\u5256\u6790\uff1a\u6700\u4f73\u4e00\u4f53\u5316 CRM \u5e73\u53f0<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-investglass-the-swiss-army-knife-for-banking-amp-wealth-management\"><span class=\"ez-toc-section\" id=\"1_InvestGlass_The_Swiss_Army_Knife_for_Banking_Wealth_Management\"><\/span>1. InvestGlass\uff1a\u94f6\u884c\u4e0e\u8d22\u5bcc\u7ba1\u7406\u7684\u745e\u58eb\u519b\u5200<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u662f\u4e00\u9879\u72ec\u7279\u4e14\u5168\u9762\u7684\u4e00\u4f53\u5316\u5e73\u53f0\uff0c\u7531\u745e\u58eb\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u4e3a\u5168\u7403\u94f6\u884c\u4e1a\u548c\u8d22\u5bcc\u7ba1\u7406\u884c\u4e1a\u91cf\u8eab\u6253\u9020\u3002\u4f5c\u4e3a\u91d1\u878d\u987e\u95ee\u7684\u53ef\u9760 CRM\uff0cInvestGlass \u5177\u5907\u5f3a\u5927\u7684\u5b89\u5168\u6027\u3001\u786e\u4fdd\u7b26\u5408\u76d1\u7ba1\u5408\u89c4\u6027\u5e76\u64cd\u4f5c\u7b80\u4fbf\uff0c\u662f\u5bfb\u6c42\u53ef\u9760\u5ba2\u6237\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u7684\u673a\u6784\u7684\u7406\u60f3\u9009\u62e9\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0e\u8bb8\u591a\u7ade\u4e89\u5bf9\u624b\u4e0d\u540c\uff0cInvestGlass \u5e76\u975e\u7531\u901a\u7528\u7684\u9500\u552e CRM \u6539\u7f16\u800c\u6210\uff0c\u800c\u662f\u7531\u745e\u58eb\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u4ece\u96f6\u5f00\u59cb\uff0c\u4e13\u4e3a\u5168\u7403\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u884c\u4e1a\u6784\u601d\u548c\u6253\u9020\u7684\u3002\u8fd9\u4e2a\u8d77\u6e90\u6545\u4e8b\u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u8425\u9500\u5356\u70b9\uff0c\u5b83\u8fd8\u6df1\u6df1\u690d\u6839\u4e8e\u5e73\u53f0\u7684\u67b6\u6784\u548c\u529f\u80fd\u4e4b\u4e2d\u3002\u5176\u5de5\u4f5c\u6d41\u3001\u6570\u636e\u6a21\u578b\u548c\u529f\u80fd\u96c6\u7684\u8bbe\u8ba1\uff0c\u90fd\u9971\u542b\u5bf9\u79c1\u4eba\u94f6\u884c\u5bb6\u6216\u8d22\u5bcc\u7ba1\u7406\u8005\u65e5\u5e38\u5de5\u4f5c\u5b9e\u9645\u60c5\u51b5\u7684\u6df1\u523b\u7406\u89e3\u3002\u8fd9\u79cd\u8840\u7edf\u5728\u5176\u5f3a\u5927\u7684\u4e00\u4f53\u5316\u7279\u6027\u4e2d\u7acb\u5373\u53ef\u89c1\uff0c\u5b83\u5c06\u529f\u80fd\u5f3a\u5927\u7684 CRM \u4e0e\u590d\u6742\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u5b89\u5168\u4e14\u53ef\u5b9a\u5236\u7684\u5ba2\u6237\u95e8\u6237\u4ee5\u53ca\u6781\u5176\u7075\u6d3b\u7684\u65e0\u4ee3\u7801\u81ea\u52a8\u5316\u5de5\u5177\u65e0\u7f1d\u7ed3\u5408\u3002\u8fd9\u79cd\u96c6\u6210\u7684\u65b9\u6cd5\u4e0e\u8bb8\u591a\u7ade\u4e89\u5bf9\u624b\u788e\u7247\u5316\u4e14\u4f9d\u8d56\u96c6\u6210\u7684\u751f\u6001\u7cfb\u7edf\u5f62\u6210\u4e86\u9c9c\u660e\u7684\u5bf9\u6bd4\u3002\u6b64\u5916\uff0c\u5176\u745e\u58eb\u8840\u7edf\u51b3\u5b9a\u4e86\u5176\u5bf9\u6570\u636e\u5b89\u5168\u548c\u9690\u79c1\u7684\u4e0d\u59a5\u534f\u7acb\u573a\uff0c\u4f7f\u5176\u7075\u6d3b\u7684\u6258\u7ba1\u9009\u9879\uff08\u5305\u62ec\u672c\u5730\u90e8\u7f72\u548c\u79c1\u6709\u4e91\uff09\u6210\u4e3a\u6570\u636e\u4e3b\u6743\u662f\u4e0d\u5bb9\u59a5\u534f\u4f18\u5148\u4e8b\u9879\u7684\u673a\u6784\u7684\u5f3a\u5927\u5dee\u5f02\u5316\u4f18\u52bf\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-why-it-s-a-top-choice\"><span class=\"ez-toc-section\" id=\"Why_its_a_Top_Choice\"><\/span>\u4e3a\u4ec0\u4e48\u5b83\u662f\u9996\u9009\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u662f\u4e00\u4e2a\u771f\u6b63\u7684\u591a\u5408\u4e00\u89e3\u51b3\u65b9\u6848\uff0c\u9ad8\u5ea6\u6ce8\u91cd\u745e\u58eb\u7ea7\u522b\u7684\u5b89\u5168\u6027\u548c\u6570\u636e\u4e3b\u6743\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u8131\u9896\u800c\u51fa\u7684\u9996\u8981\u539f\u56e0\u5728\u4e8e\u5176\u81f4\u529b\u4e8e\u6210\u4e3a\u771f\u6b63\u7684\u591a\u5408\u4e00\u89e3\u51b3\u65b9\u6848\u3002\u5728\u9971\u53d7\u2018\u8f6c\u6905\u5f0f\u2019\u96c6\u6210\u56f0\u6270\u7684\u884c\u4e1a\u4e2d\uff0c\u987e\u95ee\u88ab\u8feb\u5728\u4e0d\u540c\u7684\u5e94\u7528\u7a0b\u5e8f\u4e4b\u95f4\u4e0d\u65ad\u5207\u6362\uff0c\u800c InvestGlass \u63d0\u4f9b\u4e86\u4e00\u4e2a\u5355\u4e00\u3001\u7edf\u4e00\u7684\u5de5\u4f5c\u533a\u3002\u901a\u8fc7\u539f\u751f\u96c6\u6210 CRM\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u9762\u5411\u5ba2\u6237\u7684\u5de5\u5177\uff0c\u5b83\u4e3a\u6240\u6709\u5ba2\u6237\u6570\u636e\u521b\u5efa\u4e00\u4e2a\u5355\u4e00\u4e14\u65e0\u53ef\u8fa9\u9a73\u7684\u5355\u4e00\u771f\u5b9e\u6570\u636e\u6e90\u3002\u8fd9\u79cd\u67b6\u6784\u9009\u62e9\u5e26\u6765\u4e86\u6df1\u8fdc\u7684\u597d\u5904\uff1a\u5b83\u663e\u8457\u63d0\u9ad8\u4e86\u8fd0\u8425\u6548\u7387\uff0c\u901a\u8fc7\u6d88\u9664\u5bf9\u591a\u4e2a\u4f9b\u5e94\u5546\u8bb8\u53ef\u8bc1\u548c\u590d\u6742\u96c6\u6210\u9879\u76ee\u7684\u9700\u6c42\u964d\u4f4e\u4e86\u603b\u62e5\u6709\u6210\u672c\uff0c\u6700\u91cd\u8981\u7684\u662f\uff0c\u5b83\u7f29\u5c0f\u4e86\u673a\u6784\u7684\u5b89\u5168\u6001\u52bf\u3002InvestGlass \u8fd8\u901a\u8fc7\u5b9e\u73b0\u4e2a\u6027\u5316\u670d\u52a1\u548c\u81ea\u52a8\u5316\u6765\u652f\u6301\u5ba2\u6237\u7559\u5b58\uff0c\u5e2e\u52a9\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5de9\u56fa\u6301\u7eed\u7684\u5ba2\u6237\u5173\u7cfb\u5e76\u4fdd\u6301\u5fe0\u8bda\u5ea6\u3002\u6bcf\u4e2a\u96c6\u6210\u70b9\u90fd\u662f\u6f5c\u5728\u7684\u6f0f\u6d1e\uff1b\u901a\u8fc7\u5c06\u8fd9\u4e9b\u6f0f\u6d1e\u6700\u5c0f\u5316\uff0cInvestGlass \u81ea\u7136\u800c\u7136\u5730\u63d0\u4f9b\u4e86\u66f4\u5b89\u5168\u7684\u5b89\u5168\u6001\u52bf\u3002\u8fd9\u79cd\u5b89\u5168\u81f3\u4e0a\u7684\u65b9\u6cd5\u5f97\u5230\u4e86\u5176\u72ec\u7279\u6258\u7ba1\u7075\u6d3b\u6027\u7684\u5927\u529b\u652f\u6301\u3002\u80fd\u591f\u5728\u79c1\u6709\u4e91\u4e0a\u90e8\u7f72\u6216\u5b8c\u5168\u90e8\u7f72 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/2023-%e5%b9%b4%e6%9c%80%e4%bd%b3%e9%a2%84%e7%bd%ae%e5%bc%8f%e4%bc%81%e4%b8%9a%e8%b5%84%e6%ba%90%e8%a7%84%e5%88%92%e7%b3%bb%e7%bb%9f\/\" target=\"_self\">\u5185\u90e8<\/a> \u5bf9\u4e8e\u53d7\u4e25\u683c\u7684\u6570\u636e\u9a7b\u7559\u6cd5\u7ba1\u8f96\u7684\u673a\u6784\uff0c\u6216\u8005\u5bf9\u4e8e\u90a3\u4e9b\u5e0c\u671b\u5bf9\u5176\u6570\u636e\u62e5\u6709\u7ec8\u6781\u63a7\u5236\u6743\u7684\u673a\u6784\u800c\u8a00\uff0c\u8fd9\u662f\u4e00\u4e2a\u5f7b\u5e95\u6539\u53d8\u5c40\u9762\u7684\u65b9\u6848\uff0c\u4e5f\u662f\u6784\u5efa\u5f3a\u6709\u529b\u65b9\u6848\u7684\u57fa\u77f3 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e9%a3%8e%e9%99%a9%e7%ae%a1%e7%90%86-%e7%91%9e%e5%a3%ab%e4%b8%bb%e6%9d%83\/\" target=\"_self\">\u6570\u636e\u4e3b\u6743<\/a> \u6218\u7565\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-features-for-banks-amp-wealth-managers\"><span class=\"ez-toc-section\" id=\"Key_Features_for_Banks_Wealth_Managers\"><\/span>\u94f6\u884c\u4e0e\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u6838\u5fc3\u529f\u80fd\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u7684\u529f\u80fd\u96c6\u65e2\u5e7f\u6cdb\u53c8\u6df1\u5165\uff0c\u6db5\u76d6\u4e86\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u3002\u5b83\u59cb\u4e8e\u4e00\u4e2a\u5b8c\u5168\u96c6\u6210\u7684 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e6%95%b0%e5%ad%97%e5%85%a5%e8%81%8c%e6%8a%95%e8%b5%84%e8%80%85%e5%ae%9e%e7%8e%b0%e6%97%a0%e7%bc%9d%e6%95%b4%e5%90%88%e7%9a%84%e6%9c%80%e4%bd%b3%e5%ae%9e%e8%b7%b5\/\" target=\"_self\">\u6570\u5b57\u5165\u804c<\/a> \u5c06\u539f\u672c\u7e41\u7410\u7684\u6d41\u7a0b\u8f6c\u53d8\u4e3a\u6d41\u7545\u7684\u6570\u5b57\u5316\u4f53\u9a8c\u7684\u6a21\u5757\u3002\u8be5\u5e73\u53f0\u7684\u539f\u751f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e7%ae%a1%e7%90%86%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88\/\" target=\"_self\">\u6295\u8d44\u7ec4\u5408\u7ba1\u7406<\/a> \u529f\u80fd\u540c\u6837\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\uff0c\u63d0\u4f9b\u4e86\u8d44\u4ea7\u914d\u7f6e\u3001\u518d\u5e73\u8861\u548c\u4e1a\u7ee9\u62a5\u544a\u7b49\u590d\u6742\u5de5\u5177\uff0c\u800c\u8fd9\u4e9b\u5de5\u5177\u5728\u5176\u4ed6\u4f9b\u5e94\u5546\u90a3\u91cc\u901a\u5e38\u662f\u4f5c\u4e3a\u72ec\u7acb\u7cfb\u7edf\u5355\u72ec\u51fa\u552e\u7684\u3002InvestGlass \u8fd8\u4f7f\u80fd\u591f\u6839\u636e\u7279\u5b9a\u5ba2\u6237\u6570\u636e\u548c\u5206\u6790\u9700\u6c42\u751f\u6210\u5b9a\u5236\u62a5\u544a\uff0c\u652f\u6301\u9ad8\u7ea7\u8ddf\u8e2a\u548c\u51b3\u7b56\u3002\u8be5\u5e73\u53f0\u6700\u5f3a\u5927\u7684\u529f\u80fd\u4e4b\u4e00\u4e5f\u8bb8\u662f\u5176\u65e0\u4ee3\u7801\u81ea\u52a8\u5316\u5f15\u64ce\u3002\u8fd9\u4f7f\u5f97\u975e\u6280\u672f\u7528\u6237\u80fd\u591f\u4f7f\u7528\u7b80\u5355\u7684\u62d6\u653e\u754c\u9762\u8bbe\u8ba1\u548c\u5b9e\u73b0\u590d\u6742\u7684\u4e1a\u52a1\u5de5\u4f5c\u6d41\uff0c\u6b63\u5982\u5176\u5728 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e4%b8%89%e5%a4%a7%e6%9c%80%e4%bd%b3%e6%97%a0%e4%bb%a3%e7%a0%81%e8%87%aa%e5%8a%a8%e5%8c%96%e4%bd%bf%e7%94%a8%e6%a1%88%e4%be%8b\/\" target=\"_self\">\u65e0\u4ee3\u7801\u81ea\u52a8\u5316\u7528\u4f8b<\/a>. \u8fd9\u4f7f\u673a\u6784\u80fd\u591f\u8fc5\u901f\u8c03\u6574\u7cfb\u7edf\u4ee5\u9002\u5e94\u5176\u72ec\u7279\u7684\u6d41\u7a0b\uff0c\u800c\u65e0\u9700\u8fdb\u884c\u6210\u672c\u9ad8\u6602\u4e14\u8017\u65f6\u7684\u5f00\u53d1\u9879\u76ee\u3002\u6700\u8fd1\u63a8\u51fa\u7684 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/investglass-ai-copilot-%e9%a2%86%e8%88%aa%e6%9c%aa%e6%9d%a5%e7%9a%84%e8%87%aa%e5%8a%a8%e8%be%85%e5%8a%a9%e7%b3%bb%e7%bb%9f\/\" target=\"_self\">InvestGlass \u4eba\u5de5\u667a\u80fd\u9886\u822a\u5458<\/a> \u4ee3\u8868\u7740\u4e00\u6b21\u91cd\u5927\u98de\u8dc3\uff0c\u5c06\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u76f4\u63a5\u5d4c\u5165\u987e\u95ee\u7684\u5de5\u4f5c\u6d41\u7a0b\u4e2d\uff0c\u4ee5\u534f\u52a9\u5904\u7406\u8d77\u8349\u5ba2\u6237\u7535\u5b50\u90ae\u4ef6\u3001\u603b\u7ed3\u4f1a\u8bae\u7eaa\u8981\u548c\u751f\u6210\u6295\u8d44\u5efa\u8bae\u4e66\u7b49\u4efb\u52a1\uff0c\u4ece\u800c\u4e3a\u5efa\u7acb\u5ba2\u6237\u5173\u7cfb\u91ca\u653e\u5b9d\u8d35\u7684\u65f6\u95f4\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-the-investglass-advantage\"><span class=\"ez-toc-section\" id=\"The_InvestGlass_Advantage\"><\/span>InvestGlass \u7684\u4f18\u52bf\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7075\u6d3b\u6027\u3001\u638c\u63a7\u529b\u4ee5\u53ca\u5bf9\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u7684\u6df1\u523b\u7406\u89e3\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u7ec8\u6781\u4f18\u52bf\u5728\u4e8e\u5176\u7075\u6d3b\u6027\u548c\u63a7\u5236\u529b\u7684\u5f3a\u5f3a\u7ed3\u5408\u3002\u5b83\u5e76\u975e\u4e00\u6b3e\u50f5\u5316\u7684\u3001\u5343\u7bc7\u4e00\u5f8b\u7684\u4ea7\u54c1\u3002\u8be5\u5e73\u53f0\u9ad8\u5ea6\u53ef\u914d\u7f6e\uff0c\u80fd\u591f\u91cf\u8eab\u5b9a\u5236\uff0c\u4ee5\u6ee1\u8db3\u4ece\u7cbe\u54c1\u591a\u5bb6\u65cf\u529e\u516c\u5ba4\u5230\u5168\u7403\u7efc\u5408\u94f6\u884c\u7b49\u5e7f\u6cdb\u91d1\u878d\u673a\u6784\u7684\u7279\u5b9a\u9700\u6c42\u3002InvestGlass \u5c06\u591a\u79cd\u5de5\u5177\u6574\u5408\u5230\u4e00\u4e2a\u5355\u4e00\u5e73\u53f0\u4e2d\uff0c\u4f7f\u7528\u6237\u80fd\u591f\u7b80\u5316\u5de5\u4f5c\u6d41\u7a0b\u5e76\u9ad8\u6548\u7ba1\u7406\u5404\u79cd\u4efb\u52a1\u3002\u867d\u7136\u5b83\u662f\u4e00\u4e2a\u771f\u6b63\u7684\u5168\u529f\u80fd\u4e00\u4f53\u5316\u89e3\u51b3\u65b9\u6848\uff0c\u4f46\u5b83\u5e76\u4e0d\u662f\u4e00\u4e2a\u5c01\u95ed\u7684\u7cfb\u7edf\u3002\u5176\u5f00\u653e\u5f0f\u67b6\u6784\u548c\u5168\u9762\u7684 API \u5e93\u786e\u4fdd\u4e86\u5b83\u80fd\u591f\u4e0e\u673a\u6784\u73b0\u6709\u7684\u6280\u672f\u6808\u5171\u5b58\u5e76\u8fdb\u884c\u901a\u4fe1\uff0c\u5728\u4fdd\u62a4\u4f20\u7edf\u6295\u8d44\u7684\u540c\u65f6\uff0c\u4e3a\u5b9e\u73b0\u73b0\u4ee3\u5316\u8f6c\u578b\u63d0\u4f9b\u6e05\u6670\u7684\u8def\u5f84\u3002\u8fd9\u79cd\u9002\u5e94\u6027\uff0c\u518d\u52a0\u4e0a\u5176\u5bf9\u745e\u58eb\u9690\u79c1\u548c\u5b89\u5168\u539f\u5219\u7684\u57fa\u77f3\u822c\u627f\u8bfa\uff0c\u63d0\u4f9b\u4e86\u884c\u4e1a\u4e2d\u7f55\u89c1\u7684\u5b89\u5fc3\u611f\u3002\u5bf9\u4e8e\u4efb\u4f55\u5bfb\u6c42\u5f3a\u5927\u3001\u5b89\u5168\u4e14\u9ad8\u5ea6\u53ef\u5b9a\u5236\u7684\u5e73\u53f0\u4ee5\u4f5c\u4e3a\u5176\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u6218\u7565\u7684\u6838\u5fc3\u67a2\u7ebd\u7684\u673a\u6784\u800c\u8a00\uff0cInvestGlass \u4e0d\u4ec5\u662f\u4e00\u4e2a\u5f15\u4eba\u6ce8\u76ee\u7684\u9009\u62e9\uff0c\u66f4\u662f\u5bf9\u5176\u4e1a\u52a1\u672a\u6765\u7684\u6218\u7565\u6295\u8d44\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-salesforce-financial-services-cloud-the-enterprise-powerhouse\"><span class=\"ez-toc-section\" id=\"2_Salesforce_Financial_Services_Cloud_The_Enterprise_Powerhouse\"><\/span>2. Salesforce \u91d1\u878d\u670d\u52a1\u4e91\uff1a\u4f01\u4e1a\u7ea7\u5f3a\u5927\u5f15\u64ce<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Salesforce \u662f CRM \u9886\u57df\u5f53\u4e4b\u65e0\u6127\u7684\u5de8\u5934\uff0c\u5176\u91d1\u878d\u670d\u52a1\u4e91\uff08FSC\uff09\u5219\u662f\u4e13\u95e8\u4e3a\u91d1\u878d\u884c\u4e1a\u91cf\u8eab\u5b9a\u5236\u7684\u5f3a\u5927\u4f01\u4e1a\u7ea7\u89e3\u51b3\u65b9\u6848\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FSC \u57fa\u4e8e Salesforce \u6838\u5fc3\u5e73\u53f0\u6784\u5efa\uff0c\u901a\u8fc7\u4e13\u7528\u7684\u6570\u636e\u6a21\u578b\u4ee5\u53ca\u9488\u5bf9\u8d22\u5bcc\u7ba1\u7406\u3001\u94f6\u884c\u548c\u4fdd\u9669\u4e1a\u7684\u9884\u6784\u5efa\u7ec4\u4ef6\uff0c\u6269\u5c55\u4e86\u6807\u51c6\u7684 CRM \u529f\u80fd\u3002\u5b83\u5229\u7528\u5e9e\u5927\u7684 Salesforce \u751f\u6001\u7cfb\u7edf\uff08\u5305\u62ec AppExchange \u5e02\u573a\uff09\uff0c\u63d0\u4f9b\u4e86\u4e00\u4e2a\u9ad8\u5ea6\u53ef\u6269\u5c55\u4e14\u53ef\u5b9a\u5236\u7684\u5e73\u53f0\uff0c\u80fd\u591f\u6ee1\u8db3\u6700\u5927\u3001\u6700\u590d\u6742\u7684\u91d1\u878d\u673a\u6784\u7684\u9700\u6c42\u3002\u8be5\u5e73\u53f0\u88ab\u9500\u552e\u56e2\u961f\u5e7f\u6cdb\u7528\u4e8e\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\u3001\u6539\u5584\u5ba2\u6237\u83b7\u53d6\uff0c\u4ee5\u53ca\u7b80\u5316\u94f6\u884c\u548c\u91d1\u878d\u670d\u52a1\u9886\u57df\u7684\u9500\u552e\u6d41\u7a0b\u3002\u867d\u7136\u5b83\u4e0d\u50cf InvestGlass \u90a3\u6837\u662f\u4e00\u4e2a\u539f\u751f\u7684\u591a\u5408\u4e00\u89e3\u51b3\u65b9\u6848\uff0c\u4f46\u5b83\u4e0e\u51e0\u4e4e\u4efb\u4f55\u5176\u4ed6\u7cfb\u7edf\u8fdb\u884c\u96c6\u6210\u80fd\u529b\u4f7f\u5176\u6210\u4e3a\u4e00\u4e2a\u5f3a\u5927\u7684\u7ade\u4e89\u8005\u3002FSC \u4ee3\u8868\u4e86 Salesforce \u6df1\u5165\u8fdb\u519b\u5229\u6da6\u4e30\u539a\u7684\u91d1\u878d\u670d\u52a1\u5782\u76f4\u9886\u57df\u7684\u6218\u7565\u52aa\u529b\u3002\u5b83\u63d0\u4f9b\u4e86\u575a\u5b9e\u884c\u4e1a\u7279\u5b9a\u529f\u80fd\u57fa\u7840\uff0c\u4f46\u5176\u771f\u6b63\u7684\u5a01\u529b\u548c\u590d\u6742\u6027\u5728\u4e8e\u5176\u53ef\u5b9a\u5236\u6027\u3002\u5b9e\u65bd FSC \u5e76\u975e\u7b80\u5355\u7684\u5373\u63d2\u5373\u7528\u64cd\u4f5c\uff1b\u800c\u662f\u4e00\u4e2a\u91cd\u5927\u7684 IT \u9879\u76ee\uff0c\u9700\u8981\u5468\u5bc6\u7684\u89c4\u5212\u3001\u6df1\u539a\u7684\u4e13\u4e1a\u77e5\u8bc6\u548c\u5de8\u989d\u7684\u9884\u7b97\u3002\u8be5\u5e73\u53f0\u7684\u6210\u529f\u53d6\u51b3\u4e8e\u673a\u6784\u80fd\u5426\u6709\u6548\u5229\u7528 Salesforce \u751f\u6001\u7cfb\u7edf\u7684\u5e9e\u5927\u8d44\u6e90\uff0c\u6765\u6784\u5efa\u4e00\u4e2a\u91cf\u8eab\u5b9a\u5236\u4ee5\u6ee1\u8db3\u5176\u7279\u5b9a\u9700\u6c42\u7684\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-why-it-s-a-top-choice-0\"><span class=\"ez-toc-section\" id=\"Why_its_a_Top_Choice-2\"><\/span>\u4e3a\u4ec0\u4e48\u5b83\u662f\u9996\u9009\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65e0\u4e0e\u4f26\u6bd4\u7684\u53ef\u6269\u5c55\u6027\u3001\u5e9e\u5927\u7684\u751f\u6001\u7cfb\u7edf\u4ee5\u53ca\u5f3a\u5927\u7684 AI \u529f\u80fd\uff0c\u4f7f\u5176\u6210\u4e3a\u5927\u578b\u4f01\u4e1a\u7684\u9996\u9009\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce\u7684\u6838\u5fc3\u4f18\u52bf\u5728\u4e8e\u5176\u51e0\u4e4e\u65e0\u9650\u7684\u53ef\u6269\u5c55\u6027\u4ee5\u53ca\u6781\u5176\u5e7f\u9614\u7684\u5e73\u53f0\u5e7f\u5ea6\u3002\u5b83\u4e13\u4e3a\u6ee1\u8db3\u5927\u578b\u91d1\u878d\u673a\u6784\u7684\u590d\u6742\u9700\u6c42\u800c\u8bbe\u8ba1\uff0c\u80fd\u591f\u63d0\u4f9b\u4e13\u4e3a\u5927\u578b\u94f6\u884c\u548c\u91d1\u878d\u7ec4\u7ec7\u91cf\u8eab\u5b9a\u5236\u7684\u9ad8\u7ea7\u5206\u6790\u3001\u5f3a\u5927\u7684\u5b89\u5168\u6027\u548c\u96c6\u6210\u529f\u80fd\u3002\u5bf9\u4e8e\u9700\u8981CRM\u6765\u670d\u52a1\u4e8e\u591a\u4e2a\u90e8\u95e8\u3001\u5730\u57df\u548c\u6570\u4e07\u540d\u7528\u6237\u7684\u5168\u7403\u5927\u578b\u94f6\u884c\u800c\u8a00\uff0cFSC\u901a\u5e38\u662f\u552f\u4e00\u53ef\u884c\u7684\u9009\u62e9\u3002AppExchange\u4f5c\u4e3aSalesforce\u7684\u4f01\u4e1a\u7ea7\u4e91\u7aef\u5e02\u573a\uff0c\u662f\u8fd9\u4e00\u4ef7\u503c\u4e3b\u5f20\u7684\u6838\u5fc3\u7ec4\u6210\u90e8\u5206\u3002\u5b83\u63d0\u4f9b\u4e86\u5bf9\u5e9e\u5927\u9884\u6784\u5efa\u5e94\u7528\u7a0b\u5e8f\u5e93\u7684\u8bbf\u95ee\u6743\u9650\uff0c\u8fd9\u4e9b\u5e94\u7528\u7a0b\u5e8f\u51e0\u4e4e\u53ef\u4ee5\u5728\u4efb\u4f55\u65b9\u5411\u6269\u5c55FSC\u7684\u529f\u80fd\uff0c\u4ece\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u8d22\u52a1\u89c4\u5212\u5230\u5408\u89c4\u6027\u548c\u8425\u9500\u81ea\u52a8\u5316\u3002\u8fd9\u79cd\u751f\u6001\u7cfb\u7edf\u65b9\u6cd5\u5141\u8bb8\u673a\u6784\u5728Salesforce\u6838\u5fc3\u5e73\u53f0\u4e4b\u4e0a\u6784\u5efa\u4e00\u6d41\u7684\u89e3\u51b3\u65b9\u6848\u3002\u6b64\u5916\uff0cSalesforce\u5bf9\u5176Einstein AI\u5f15\u64ce\u7684\u6295\u8d44\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5f3a\u5927\u7684\u667a\u80fd\u5c42\uff0c\u5e76\u5177\u5907\u8bf8\u5982\u9884\u6d4b\u5206\u6790\u7b49\u529f\u80fd <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\u6700\u4f73\u884c\u52a8\u5efa\u8bae\u4ee5\u53ca\u81ea\u52a8\u5316\u89c1\u89e3\uff0c\u8fd9\u4e9b\u90fd\u53ef\u4ee5\u5e2e\u52a9\u987e\u95ee\u8bc6\u522b\u9ad8\u98ce\u9669\u5ba2\u6237\u5e76\u6316\u6398\u65b0\u7684\u589e\u957f\u673a\u4f1a\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-features-for-banks-amp-wealth-managers-0\"><span class=\"ez-toc-section\" id=\"Key_Features_for_Banks_Wealth_Managers-2\"><\/span>\u94f6\u884c\u4e0e\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u6838\u5fc3\u529f\u80fd\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>FSC \u63d0\u4f9b\u4e86\u4e30\u5bcc\u7684\u529f\u80fd\u96c6\uff0c\u65e8\u5728\u5927\u89c4\u6a21\u7ba1\u7406\u590d\u6742\u7684\u8d22\u52a1\u5173\u7cfb\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FSC \u7684\u5173\u952e\u529f\u80fd\u5305\u62ec\u4e00\u4e2a\u5168\u9762\u7684\u4e2a\u4eba\u548c\u5bb6\u5ead\u6570\u636e\u6a21\u578b\uff0c\u5141\u8bb8\u6620\u5c04\u590d\u6742\u7684\u5bb6\u5ead\u548c\u5546\u4e1a\u5173\u7cfb\uff0c\u5c3d\u7ba1\u5b83\u53ef\u80fd\u4e0d\u5982\u4e13\u7528\u7cfb\u7edf\u4e2d\u7684\u539f\u751f\u5bb6\u5ead\u7ba1\u7406\u90a3\u4e48\u76f4\u89c2\u3002\u5b83\u8fd8\u63d0\u4f9b\u4e86\u5f3a\u5927\u7684\u5de5\u5177\u6765\u8ddf\u8e2a\u91d1\u878d\u8d26\u6237\u3001\u8d22\u52a1\u76ee\u6807\u548c\u5176\u4ed6\u5173\u952e\u5ba2\u6237\u6570\u636e\u70b9\u3002\u652f\u6301\u5546\u673a\u7ba1\u7406\uff0c\u6f5c\u5728\u5ba2\u6237\u7ba1\u7406\u4f5c\u4e3a\u4e00\u9879\u6838\u5fc3\u529f\u80fd\uff0c\u7528\u4e8e\u8ddf\u8e2a\u6f5c\u5728\u5ba2\u6237\u5728\u9500\u552e\u6d41\u7a0b\u5404\u4e2a\u9636\u6bb5\u7684\u8fdb\u5c55\uff0c\u63d0\u9ad8\u9500\u552e\u6f0f\u6597\u6548\u7387\uff0c\u5e76\u5728\u94f6\u884c\u4e1a\u6216\u91d1\u878d\u670d\u52a1\u9886\u57df\u8bc6\u522b\u65b0\u7684\u5546\u673a\u3002\u5173\u7cfb\u6620\u5c04\u5de5\u5177\u5728\u89c6\u89c9\u4e0a\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\uff0c\u53ef\u4ee5\u5e2e\u52a9\u987e\u95ee\u7406\u89e3\u590d\u6742\u7684\u5ba2\u6237\u7f51\u7edc\u3002\u7136\u800c\uff0c\u81f3\u5173\u91cd\u8981\u7684\u662f\u8981\u7406\u89e3 FSC \u662f\u4e00\u4e2a\u5e73\u53f0\uff0c\u800c\u4e0d\u662f\u4e00\u4e2a\u5f00\u7bb1\u5373\u7528\u7684\u5b8c\u6574\u89e3\u51b3\u65b9\u6848\u3002InvestGlass \u7b49\u4e00\u4f53\u5316\u5e73\u53f0\u6240\u56fa\u6709\u7684\u8bb8\u591a\u529f\u80fd\uff08\u5982\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u4e1a\u7ee9\u62a5\u544a\u548c\u5b89\u5168\u7684\u5ba2\u6237\u95e8\u6237\uff09\u5fc5\u987b\u901a\u8fc7 AppExchange \u4e0a\u7684\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u6216\u901a\u8fc7\u5b9a\u5236\u5f00\u53d1\u6dfb\u52a0\u5230 FSC \u4e2d\u3002\u8fd9\u79cd\u2018\u6309\u9700\u70b9\u83dc\u2019\u7684\u65b9\u6cd5\u63d0\u4f9b\u4e86\u7075\u6d3b\u6027\uff0c\u4f46\u4e5f\u5e26\u6765\u4e86\u5de8\u5927\u7684\u590d\u6742\u6027\u548c\u6210\u672c\uff0c\u4f7f\u5f97\u8fdb\u884c\u5f7b\u5e95\u7684 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%ae%a2%e6%88%b7%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e7%bb%88%e6%9e%81%e6%af%94%e8%be%83-%e9%a1%b6%e7%ba%a7-crm-%e5%b7%a5%e5%85%b7%e7%9a%84%e5%8a%9f%e8%83%bd\/\" target=\"_self\">CRM \u5bf9\u6bd4<\/a> \u5bf9\u4e8e\u4efb\u4f55\u8003\u8651\u8d70\u8fd9\u6761\u8def\u7684\u673a\u6784\u6765\u8bf4\uff0c\u8fd9\u90fd\u662f\u81f3\u5173\u91cd\u8981\u7684\u3002\u5bf9\u4e8e\u90a3\u4e9b\u62c5\u5fc3\u590d\u6742\u6027\u548c\u6210\u672c\u7684\u4eba\u6765\u8bf4\uff0c\u63a2\u7d22 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/2025-%e5%b9%b4%e5%8d%81%e5%a4%a7%e6%9c%80%e4%bd%b3-salesforce-%e6%9b%bf%e4%bb%a3%e8%a7%a3%e5%86%b3%e6%96%b9%e6%a1%88\/\" target=\"_self\">Salesforce \u66ff\u4ee3\u65b9\u6848<\/a> \u662f\u4e00\u4e2a\u8c28\u614e\u7684\u4e3e\u63aa\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-limitations-to-consider\"><span class=\"ez-toc-section\" id=\"Limitations_to_Consider\"><\/span>\u9700\u8981\u8003\u8651\u7684\u5c40\u9650\u6027<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce \u7684\u5f3a\u5927\u529f\u80fd\u662f\u6709\u4ee3\u4ef7\u7684\uff0c\u8fd9\u4f53\u73b0\u5728\u8bb8\u53ef\u8d39\u7528\u548c\u5b9e\u65bd\u590d\u6742\u6027\u4e24\u4e2a\u65b9\u9762\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FSC\u6700\u5927\u7684\u7f3a\u70b9\u662f\u5176\u603b\u62e5\u6709\u6210\u672c\uff08TCO\uff09\u3002\u6838\u5fc3\u5e73\u53f0\u7684\u6bcf\u7528\u6237\u8bb8\u53ef\u8d39\u5df2\u7ecf\u5904\u4e8e\u5e02\u573a\u7684\u9ad8\u7aef\uff0c\u4f46\u771f\u6b63\u7684\u6210\u672c\u5728\u4e8e\u7cfb\u7edf\u7684\u5b9e\u65bd\u3001\u5b9a\u5236\u548c\u65e5\u5e38\u7ef4\u62a4\u3002\u4e00\u6b21\u6210\u529f\u7684FSC\u5b9e\u65bd\u51e0\u4e4e\u603b\u662f\u9700\u8981\u4e00\u4e2a\u6602\u8d35\u7684\u3001\u7ecf\u8fc7\u8ba4\u8bc1\u7684Salesforce\u987e\u95ee\u548c\u5f00\u53d1\u4eba\u5458\u56e2\u961f\u3002\u6765\u81eaAppExchange\u7684\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u7684\u6210\u672c\u4e5f\u4f1a\u8fc5\u901f\u589e\u52a0\u3002\u6b64\u5916\uff0c\u5bf9\u591a\u4f9b\u5e94\u5546\u3001\u91cd\u5ea6\u96c6\u6210\u67b6\u6784\u7684\u4f9d\u8d56\u53ef\u80fd\u4f1a\u5bfc\u81f4\u788e\u7247\u5316\u7684\u7528\u6237\u4f53\u9a8c\u548c\u6c89\u91cd\u7684\u4f9b\u5e94\u5546\u7ba1\u7406\u8d1f\u62c5\u3002\u5bf9\u4e8e\u8bb8\u591a\u7ec4\u7ec7\u6765\u8bf4\uff0c\u8fd9\u4e5f\u662f\u4e00\u4e2a\u9661\u5ced\u7684\u5b66\u4e60\u66f2\u7ebf\uff0c\u56e0\u4e3aSalesforce\u91d1\u878d\u670d\u52a1\u4e91\uff08FSC\uff09\u975e\u5e38\u590d\u6742\uff0c\u65b0\u7528\u6237\u5f88\u96be\u638c\u63e1\u3002\u5bf9\u4e8e\u8f83\u5c0f\u7684\u673a\u6784\uff0c\u751a\u81f3\u662f\u4f18\u5148\u8003\u8651\u6548\u7387\u548c\u8f83\u4f4eTCO\u7684\u8f83\u5927\u673a\u6784\u6765\u8bf4\uff0cFSC\u7684\u590d\u6742\u6027\u548c\u6210\u672c\u53ef\u80fd\u662f\u4e00\u4e2a\u4e3b\u8981\u7684\u969c\u788d\u3002\u8fd9\u662f\u4e00\u4e2a\u5f3a\u5927\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u4f46\u5b83\u4e0d\u9002\u5408\u80c6\u5c0f\u8005\u6216\u94b1\u5305\u4e0d\u591f\u9f13\u7684\u4eba\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-wealthbox-the-modern-crm-for-financial-advisors\"><span class=\"ez-toc-section\" id=\"3_Wealthbox_The_Modern_CRM_for_Financial_Advisors\"><\/span>3. Wealthbox\uff1a\u9762\u5411\u7406\u8d22\u987e\u95ee\u7684\u73b0\u4ee3 CRM<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Wealthbox \u51ed\u501f\u5176\u73b0\u4ee3\u5316\u3001\u76f4\u89c2\u7684\u754c\u9762\u548c\u6613\u7528\u6027\uff0c\u5728\u7406\u8d22\u987e\u95ee\u4e2d\u8d62\u5f97\u4e86\u826f\u597d\u7684\u58f0\u8a89\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f5c\u4e3a\u4e00\u6b3e\u9762\u5411\u8d22\u52a1\u987e\u95ee\u7684 CRM\uff0cWealthbox \u4e13\u4e3a\u72ec\u7acb\u987e\u95ee\u548c\u6ce8\u518c\u6295\u8d44\u987e\u95ee\uff08RIA\uff09\u91cf\u8eab\u5b9a\u5236\u2014\u2014\u8fd9\u4e9b\u662f\u53d7\u7f8e\u56fd\u8bc1\u5238\u4ea4\u6613\u59d4\u5458\u4f1a\uff08SEC\uff09\u6216\u5dde\u76d1\u7ba1\u673a\u6784\u76d1\u7ba1\u3001\u63d0\u4f9b\u6295\u8d44\u5efa\u8bae\u5e76\u6309\u56fa\u5b9a\u8d39\u7528\u7ba1\u7406\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u7684\u6301\u724c\u4e13\u4e1a\u4eba\u58eb\u6216\u516c\u53f8\uff0c\u5176\u63d0\u4f9b\u7684\u529f\u80fd\u53ef\u4e3a\u9762\u5411\u672a\u6765\u7684\u987e\u95ee\u4e1a\u52a1\u63d0\u4f9b\u6709\u529b\u652f\u6301\u3002Wealthbox \u59cb\u7ec8\u4e13\u6ce8\u4e8e\u7528\u6237\u4f53\u9a8c\uff0c\u5728\u5145\u65a5\u7740\u7b28\u91cd\u3001\u9648\u65e7\u754c\u9762\u7684\u5e02\u573a\u4e2d\u8ba9\u4eba\u8033\u76ee\u4e00\u65b0\u3002\u5b83\u662f\u4e00\u6b3e\u8bbe\u8ba1\u7cbe\u7f8e\u3001\u76f4\u89c2\u4e14\u6613\u4e8e<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\">\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf<\/a> \u5b83\u4e13\u95e8\u4e3a\u73b0\u4ee3\u7406\u8d22\u987e\u95ee\u7684\u9700\u6c42\u91cf\u8eab\u5b9a\u5236\u3002\u5b83\u63d0\u4f9b\u4e86\u4e00\u5957\u575a\u5b9e\u7684\u6838\u5fc3CRM\u529f\u80fd\uff0c\u5305\u62ec\u5f3a\u5927\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u3001\u9ad8\u6548\u7684\u4efb\u52a1\u548c\u5de5\u4f5c\u6d41\u81ea\u52a8\u5316\uff0c\u4ee5\u53ca\u6d3b\u52a8\u6d41\u548c\u5171\u4eab\u65e5\u5386\u7b49\u4e00\u7cfb\u5217\u534f\u4f5c\u5de5\u5177\uff0c\u4f7f\u5176\u6210\u4e3a\u987e\u95ee\u56e2\u961f\u7684\u6781\u4f73\u9009\u62e9\u3002\u7136\u800c\uff0c\u81f3\u5173\u91cd\u8981\u7684\u662f\u8981\u660e\u767d\uff0cWealthbox\u662f\u4e00\u4e2a\u7ec6\u5206\u5e02\u573a\u7684\u53c2\u4e0e\u8005\u3002\u5b83\u4e13\u4e3a\u72ec\u7acb\u7406\u8d22\u987e\u95ee\u548c\u6ce8\u518c\u6295\u8d44\u987e\u95ee\uff08RIA\uff09\u8bbe\u8ba1\uff0c\u5e76\u5728\u670d\u52a1\u8fd9\u4e9b\u7fa4\u4f53\u65b9\u9762\u8868\u73b0\u51fa\u8272\uff0c\u4e3b\u8981\u96c6\u4e2d\u5728\u7f8e\u56fd\u5e02\u573a\u3002\u5c3d\u7ba1\u5176\u529f\u80fd\u96c6\u5bf9\u4e8e\u8fd9\u4e00\u76ee\u6807\u53d7\u4f17\u800c\u8a00\u582a\u79f0\u4f18\u79c0\uff0c\u4f46\u5b83\u5e76\u4e0d\u5177\u5907\u5904\u7406\u79c1\u4eba\u94f6\u884c\u3001\u56fd\u9645\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u6216\u5927\u578b\u591a\u6cd5\u57df\u91d1\u878d\u673a\u6784\u590d\u6742\u9700\u6c42\u7684\u8bbe\u8ba1\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-why-it-s-a-top-choice-1\"><span class=\"ez-toc-section\" id=\"Why_its_a_Top_Choice-3\"><\/span>\u4e3a\u4ec0\u4e48\u5b83\u662f\u9996\u9009\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b80\u6d01\u3001\u6613\u7528\uff0c\u4e14\u9ad8\u5ea6\u4e13\u6ce8\u4e8e\u8d22\u52a1\u987e\u95ee\u7684\u65e5\u5e38\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox \u7684\u4fe1\u6761\u662f\u7b80\u7ea6\uff0c\u5b83\u6781\u5176\u51fa\u8272\u5730\u5151\u73b0\u4e86\u8fd9\u4e00\u627f\u8bfa\u3002\u8be5\u5e73\u53f0\u64c5\u957f\u7b80\u5316\u8d22\u52a1\u987e\u95ee\u65e5\u5e38\u6838\u5fc3\u5de5\u4f5c\u3002\u5176\u5e72\u51c0\u6574\u6d01\u7684\u8bbe\u8ba1\u548c\u76f4\u89c2\u7684\u5bfc\u822a\u610f\u5473\u7740\uff0c\u65b0\u7528\u6237\u53ea\u9700\u7ecf\u8fc7\u6700\u5c11\u7684\u57f9\u8bad\uff0c\u5c31\u80fd\u5728\u6570\u5c0f\u65f6\uff08\u800c\u975e\u6570\u5468\uff09\u5185\u4e0a\u624b\u5e76\u719f\u7ec3\u4f7f\u7528\u3002\u8be5\u5e73\u53f0\u5177\u6709\u2018\u793e\u4ea4 CRM\u2019\u7684\u611f\u89c9\uff0c\u62e5\u6709\u96c6\u4e2d\u7684\u6d3b\u52a8\u6d41\u548c\u6613\u4e8e\u4f7f\u7528\u7684\u534f\u4f5c\u5de5\u5177\uff0c\u8fd9\u4e0e\u4e60\u60ef\u4e86\u73b0\u4ee3\u793e\u4ea4\u5a92\u4f53\u5e73\u53f0\u76f4\u89c2\u754c\u9762\u7684\u5e74\u8f7b\u3001\u7cbe\u901a\u6280\u672f\u7684\u987e\u95ee\u4ea7\u751f\u5f3a\u70c8\u7684\u5171\u9e23\u3002\u5bf9\u4e8e\u9700\u8981\u7b80\u5355\u3001\u65e0\u5fe7\u7684 CRM \u6765\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u548c\u65e5\u5e38\u5de5\u4f5c\u6d41\u7a0b\u7684\u72ec\u7acb\u987e\u95ee\u6216\u5c0f\u578b RIA\uff08\u6ce8\u518c\u6295\u8d44\u987e\u95ee\u516c\u53f8\uff09\u800c\u8a00\uff0cWealthbox \u53ef\u4ee5\u8bf4\u662f\u5e02\u573a\u4e0a\u6700\u597d\u7684\u9009\u62e9\u4e4b\u4e00\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-features-for-financial-advisors\"><span class=\"ez-toc-section\" id=\"Key_Features_for_Financial_Advisors\"><\/span>\u8d22\u52a1\u987e\u95ee\u7684\u6838\u5fc3\u529f\u80fd\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Wealthbox \u4e3a\u73b0\u4ee3\u8d22\u52a1\u987e\u95ee\u63d0\u4f9b\u4e86\u4e00\u5957\u8bbe\u8ba1\u7cbe\u826f\u7684\u529f\u80fd\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthbox\u7684\u6838\u5fc3\u529f\u80fd\u5305\u62ec\u4e00\u4e2a\u8bbe\u8ba1\u7cbe\u7f8e\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u7cfb\u7edf\uff0c\u80fd\u591f\u8f7b\u677e\u5730\u5728\u4e00\u5904\u67e5\u770b\u4e0e\u5ba2\u6237\u7684\u6240\u6709\u4e92\u52a8\u3002\u5176\u4efb\u52a1\u548c\u5de5\u4f5c\u6d41\u81ea\u52a8\u5316\u5f15\u64ce\u867d\u7136\u4e0d\u5982\u4e13\u7528\u7684BPM\u5e73\u53f0\u90a3\u4e48\u5f3a\u5927\uff0c\u4f46\u8db3\u4ee5\u81ea\u52a8\u5316\u8d22\u52a1\u987e\u95ee\u5e38\u89c1\u7684\u3001\u91cd\u590d\u7684\u4efb\u52a1\u3002\u8be5\u7cfb\u7edf\u8fd8\u652f\u6301\u9500\u552e\u7ba1\u9053\u7ba1\u7406\uff0c\u4f7f\u987e\u95ee\u80fd\u591f\u5728\u6574\u4e2a\u9500\u552e\u8fc7\u7a0b\u4e2d\u8ffd\u8e2a\u6f5c\u5728\u5ba2\u6237\u5e76\u63d0\u9ad8\u9500\u552e\u6548\u7387\u3002\u534f\u4f5c\u6d3b\u52a8\u6d41\u662f\u4e00\u4e2a\u7a81\u51fa\u7684\u529f\u80fd\uff0c\u4e3a\u56e2\u961f\u6c9f\u901a\u63d0\u4f9b\u4e86\u4e00\u4e2a\u4e2d\u5fc3\u67a2\u7ebd\uff0c\u5e76\u786e\u4fdd\u6bcf\u4e2a\u4eba\u90fd\u6b65\u8c03\u4e00\u81f4\u3002Wealthbox\u8fd8\u62e5\u6709\u4e1a\u5185\u6700\u597d\u7684\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u4e4b\u4e00\uff0c\u4f7f\u987e\u95ee\u80fd\u591f\u968f\u65f6\u968f\u5730\u4fdd\u6301\u9ad8\u6548\u3002\u867d\u7136\u5b83\u6ca1\u6709\u81ea\u5df1\u7684\u539f\u751f\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u6216\u8d22\u52a1\u89c4\u5212\u5de5\u5177\uff0c\u4f46\u5b83\u62e5\u6709\u5e9e\u5927\u4e14\u4e0d\u65ad\u589e\u957f\u7684\u4e0e\u5176\u4ed6\u70ed\u95e8\u8d22\u5bcc\u79d1\u6280\u670d\u52a1\u5546\u7684\u96c6\u6210\u751f\u6001\u7cfb\u7edf\uff0c\u4f7f\u987e\u95ee\u80fd\u591f\u6784\u5efa\u81ea\u5df1\u7684\u6700\u4f73\u7efc\u5408\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-where-it-falls-short-for-banks\"><span class=\"ez-toc-section\" id=\"Where_it_Falls_Short_for_Banks\"><\/span>\u94f6\u884c\u7684\u4e0d\u8db3\u4e4b\u5904\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b83\u5bf9\u7b80\u6d01\u6027\u7684\u5173\u6ce8\u610f\u5473\u7740\u5b83\u7f3a\u4e4f\u94f6\u884c\u548c\u4f01\u4e1a\u8d22\u5bcc\u7ba1\u7406\u6240\u9700\u7684\u6df1\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c3d\u7ba1Wealthbox\u5728\u5176\u9009\u5b9a\u7684\u7ec6\u5206\u5e02\u573a\u4e2d\u8868\u73b0\u4f18\u5f02\uff0c\u4f46\u5f53\u5c06\u5176\u7f6e\u4e8e\u94f6\u884c\u6216\u5927\u578b\u56fd\u9645\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u80cc\u666f\u4e0b\u6765\u770b\u65f6\uff0c\u5b83\u5728\u7b80\u5355\u6613\u7528\u65b9\u9762\u7684\u4f18\u52bf\u4fbf\u6210\u4e86\u5b83\u7684\u5f31\u70b9\u3002\u5b83\u7684\u5408\u89c4\u5de5\u5177\u8f83\u4e3a\u57fa\u7840\uff0c\u4e3b\u8981\u9762\u5411\u7f8e\u56fd\u7684\u76d1\u7ba1\u73af\u5883\uff0c\u5bf9\u6b27\u6d32\u7684MiFID II\u6216\u745e\u58eb\u7684FINMA\u7b49\u590d\u6742\u8981\u6c42\u51e0\u4e4e\u6ca1\u6709\u63d0\u4f9b\u4e13\u95e8\u7684\u652f\u6301\u3002\u5b83\u4e0d\u63d0\u4f9b\u539f\u751f\u3001\u96c6\u6210\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\uff0c\u5176\u5ba2\u6237\u95e8\u6237\u4e5f\u662f\u8fd1\u671f\u624d\u63a8\u51fa\u7684\u76f8\u5bf9\u57fa\u7840\u7684\u529f\u80fd\u3002Wealthbox\u8fd8\u7f3a\u4e4f\u5bf9\u4e8e\u63d0\u5347\u94f6\u884c\u4e1a\u548c\u8d22\u5bcc\u7ba1\u7406\u884c\u4e1a\u5de5\u4f5c\u6d41\u6548\u7387\u548c\u5408\u89c4\u6027\u81f3\u5173\u91cd\u8981\u7684\u884c\u4e1a\u7279\u5b9a\u5de5\u5177\u548c\u96c6\u6210\u80fd\u529b\u3002\u5b83\u7684\u5bb6\u5ead\u8d26\u6237\u7ba1\u7406\uff08householding\uff09\u529f\u80fd\u867d\u7136\u5bf9\u7b80\u5355\u7684\u5bb6\u5ead\u7ed3\u6784\u800c\u8a00\u591f\u7528\uff0c\u4f46\u7f3a\u4e4f\u5904\u7406\u79c1\u4eba\u94f6\u884c\u4e2d\u5e38\u89c1\u7684\u591a\u5c42\u590d\u6742\u5173\u7cfb\u6240\u9700\u7684\u6210\u719f\u5ea6\u3002\u5bf9\u4e8e\u94f6\u884c\u6216\u5927\u578b\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u800c\u8a00\uff0cWealthbox\u6839\u672c\u4e0d\u662f\u4e00\u4e2a\u53ef\u884c\u7684\u9009\u62e9\uff1b\u5b83\u662f\u4e00\u628a\u624b\u672f\u5200\uff0c\u800c\u4e0d\u662f\u4e00\u628a\u745e\u58eb\u519b\u5200\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-creatio-the-process-automation-leader\"><span class=\"ez-toc-section\" id=\"4_Creatio_The_Process_Automation_Leader\"><\/span>4. Creatio\uff1a\u6d41\u7a0b\u81ea\u52a8\u5316\u9886\u8896<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Creatio \u662f\u4e00\u4e2a\u72ec\u7279\u7684\u5e73\u53f0\uff0c\u5b83\u5c06\u5f3a\u5927\u7684 CRM \u4e0e\u4f4e\u4ee3\u7801\u4e1a\u52a1\u6d41\u7a0b\u7ba1\u7406 (BPM) \u5f15\u64ce\u7ed3\u5408\u5728\u4e00\u8d77\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e1a\u52a1\u6d41\u7a0b\u7ba1\u7406<\/strong> \u6307\u7684\u662f\u7528\u4e8e\u5bf9\u4e1a\u52a1\u6d41\u7a0b\u8fdb\u884c\u5efa\u6a21\u3001\u81ea\u52a8\u5316\u3001\u6267\u884c\u3001\u63a7\u5236\u548c\u4f18\u5316\u7684\u5b66\u79d1\u4e0e\u5de5\u5177\uff0c\u4f7f\u7ec4\u7ec7\u80fd\u591f\u63d0\u9ad8\u6548\u7387\u5e76\u8c03\u6574\u5de5\u4f5c\u6d41\u7a0b\u4ee5\u9002\u5e94\u4e0d\u65ad\u53d8\u5316\u7684\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM\u4e0eBPM\u8fd9\u4e00\u72ec\u7279\u5b9a\u5236\u5316\u7ec4\u5408\u4f7fCreatio\u6210\u4e3a\u4e00\u4e2a\u5f3a\u5927\u4e14\u9ad8\u5ea6\u7075\u6d3b\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u975e\u5e38\u9002\u5408\u4e1a\u52a1\u6d41\u7a0b\u590d\u6742\u4e14\u72ec\u7279\u7684\u91d1\u878d\u673a\u6784\u3002\u8be5\u5e73\u53f0\u7684\u91d1\u878d\u670d\u52a1\u4ea7\u54c1\u4e3a\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u63d0\u4f9b\u4e86\u575a\u5b9e\u7684\u57fa\u7840\u5f00\u7bb1\u5373\u7528\u529f\u80fd\uff0c\u4f46\u5176\u771f\u6b63\u7684\u5dee\u5f02\u5316\u4f18\u52bf\u5728\u4e8e\u5176\u80fd\u591f\u81ea\u52a8\u4f18\u5316\u51e0\u4e4e\u4efb\u4f55\u4e1a\u52a1\u6d41\u7a0b\u3002\u4ece\u590d\u6742\u7684\u591a\u9636\u6bb5\u5ba2\u6237\u5165\u9a7b\u5de5\u4f5c\u6d41\u7a0b\u5230\u7cbe\u5bc6\u7684\u8d37\u6b3e\u53d1\u8d77\u548c\u5ba1\u6279\u6d41\u7a0b\uff0cCreatio\u7684BPM\u5f15\u64ce\u63d0\u4f9b\u4e86\u5728\u4f4e\u4ee3\u7801\u53ef\u89c6\u5316\u73af\u5883\u4e2d\u5bf9\u8fd9\u4e9b\u6d41\u7a0b\u8fdb\u884c\u5efa\u6a21\u3001\u6267\u884c\u548c\u5206\u6790\u7684\u5de5\u5177\u3002\u5bf9\u4e8e\u6b63\u5728\u5f00\u5c55\u91cd\u5927\u6570\u5b57\u5316\u8f6c\u578b\u8ba1\u5212\u5e76\u5bfb\u6c42\u80fd\u591f\u63d0\u4f9b\u9ad8\u5ea6\u63a7\u5236\u548c\u5b9a\u5236\u5316\u5e73\u53f0\u7684\u673a\u6784\u800c\u8a00\uff0c\u8fd9\u4f7f\u5176\u6210\u4e3a\u4e00\u4e2a\u6781\u5177\u5438\u5f15\u529b\u7684\u9009\u62e9\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-why-it-s-a-top-choice-2\"><span class=\"ez-toc-section\" id=\"Why_its_a_Top_Choice-4\"><\/span>\u4e3a\u4ec0\u4e48\u5b83\u662f\u9996\u9009\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5176\u5f3a\u5927\u7684 BPM \u5f15\u64ce\u53ef\u5b9e\u73b0\u65e0\u4e0e\u4f26\u6bd4\u7684\u6d41\u7a0b\u81ea\u52a8\u5316\u4e0e\u81ea\u5b9a\u4e49\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creatio\u7684\u6838\u5fc3\u5dee\u5f02\u5316\u4f18\u52bf\u6beb\u65e0\u7591\u95ee\u662f\u5176\u4f4e\u4ee3\u7801BPM\u5f15\u64ce\u3002\u8fd9\u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u7b80\u5355\u7684\u5de5\u4f5c\u6d41\u6784\u5efa\u5668\uff0c\u800c\u662f\u4e00\u4e2a\u5f3a\u5927\u4e14\u590d\u6742\u7684\u5de5\u5177\uff0c\u5141\u8bb8\u4e1a\u52a1\u5206\u6790\u5e08\u548c\u5f00\u53d1\u4eba\u5458\u901a\u8fc7\u53ef\u89c6\u5316\u65b9\u5f0f\u8bbe\u8ba1\u3001\u6267\u884c\u548c\u5206\u6790\u6700\u590d\u6742\u7684\u4e1a\u52a1\u6d41\u7a0b\u3002\u5bf9\u4e8e\u4e00\u5bb6\u5e0c\u671b\u5f7b\u5e95\u91cd\u65b0\u8bbe\u8ba1\u5e76\u81ea\u52a8\u5316\u5176\u5ba2\u6237\u751f\u547d\u5468\u671f\uff08\u4ece\u6700\u521d\u7684\u8425\u9500\u63a5\u89e6\u70b9\u5230\u6301\u7eed\u7684\u957f\u671f\u5173\u7cfb\u7ba1\u7406\uff09\u7684\u94f6\u884c\u800c\u8a00\uff0cCreatio\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5f3a\u5927\u4e14\u7075\u6d3b\u7684\u5de5\u5177\u5305\u3002\u8be5BPM\u5f15\u64ce\u8fd8\u53ef\u4ee5\u81ea\u52a8\u5316\u5e76\u4f18\u5316\u8425\u9500\u5de5\u4f5c\uff0c\u5e2e\u52a9\u91d1\u878d\u673a\u6784\u7b80\u5316\u4fc3\u9500\u6d3b\u52a8\u3001\u589e\u5f3a\u5ba2\u6237\u53c2\u4e0e\u7b56\u7565\u5e76\u63d0\u9ad8\u6574\u4f53\u8425\u9500\u6548\u679c\u3002\u8fd9\u79cd\u4ee5\u6d41\u7a0b\u4e3a\u4e2d\u5fc3\u7684\u65b9\u6cd5\u5982\u679c\u5f97\u5230\u6709\u6548\u5b9e\u65bd\uff0c\u5c06\u663e\u8457\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\uff0c\u63d0\u5347\u670d\u52a1\u4ea4\u4ed8\u7684\u4e00\u81f4\u6027\uff0c\u5e76\u5efa\u7acb\u66f4\u5f3a\u5065\u3001\u53ef\u5ba1\u8ba1\u7684\u5408\u89c4\u6001\u52bf\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-features-for-banks-amp-wealth-managers-1\"><span class=\"ez-toc-section\" id=\"Key_Features_for_Banks_Wealth_Managers-3\"><\/span>\u94f6\u884c\u4e0e\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u6838\u5fc3\u529f\u80fd\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Creatio \u63d0\u4f9b\u4e86\u4e00\u5957\u624e\u5b9e\u7684\u91d1\u878d\u670d\u52a1\u529f\u80fd\uff0c\u5e76\u7ed3\u5408\u4e86\u5176\u5f3a\u5927\u7684 BPM \u5f15\u64ce\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creatio\u91d1\u878d\u670d\u52a1\u4ea7\u54c1\u7684\u4e3b\u8981\u7279\u70b9\u5305\u62ec\u5168\u65b9\u4f4d\u7684360\u5ea6\u5ba2\u6237\u89c6\u56fe\u3001\u7ebf\u7d22\u548c\u5546\u673a\u7ba1\u7406\u5de5\u5177\uff0c\u4ee5\u53ca\u7528\u4e8e\u7ba1\u7406\u5e7f\u6cdb\u91d1\u878d\u4ea7\u54c1\u7684\u4ea7\u54c1\u76ee\u5f55\u3002\u8be5\u5e73\u53f0\u8fd8\u4f7f\u56e2\u961f\u80fd\u591f\u901a\u8fc7\u9500\u552e\u6f0f\u6597\u76d1\u63a7\u4ea4\u6613\u8fdb\u5c55\uff0c\u4ece\u800c\u5bf9\u5546\u673a\u63d0\u4f9b\u66f4\u9ad8\u7684\u53ef\u89c1\u6027\u548c\u63a7\u5236\u529b\u3002\u7136\u800c\uff0c\u771f\u6b63\u7684\u5f3a\u5927\u4e4b\u5904\u5728\u4e8e\u5176BPM\uff08\u4e1a\u52a1\u6d41\u7a0b\u7ba1\u7406\uff09\u5f15\u64ce\u5728\u91d1\u878d\u670d\u52a1\u9886\u57df\u7684\u5e94\u7528\u3002\u5b83\u53ef\u7528\u4e8e\u4e3a\u5ba2\u6237\u5165\u9a7b\u3001KYC\/AML\uff08\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\/\u53cd\u6d17\u94b1\uff09\u5ba1\u67e5\u3001\u9002\u5f53\u6027\u6d4b\u8bd5\u4ee5\u53ca\u5404\u79cd\u5176\u4ed6\u5408\u89c4\u76f8\u5173\u6d41\u7a0b\u6784\u5efa\u9ad8\u5ea6\u5b9a\u5236\u5316\u548c\u81ea\u52a8\u5316\u7684\u5de5\u4f5c\u6d41\u3002\u4e0eInvestGlass\u4e00\u6837\uff0cCreatio\u4e5f\u63d0\u4f9b\u4e91\u7aef\u548c\u672c\u5730\u90e8\u7f72\u7684\u7075\u6d3b\u6027\uff0c\u4f7f\u5176\u6210\u4e3a\u5bf9\u6570\u636e\u9a7b\u7559\u6216\u5b89\u5168\u6027\u6709\u4e25\u683c\u8981\u6c42\u7684\u673a\u6784\u7684\u53ef\u884c\u9009\u62e9\u3002\u4e0d\u8fc7\uff0c\u9700\u8981\u6ce8\u610f\u7684\u662f\uff0c\u4e0eSalesforce\u4e00\u6837\uff0cCreatio\u4e5f\u662f\u4e00\u4e2a\u901a\u5e38\u9700\u8981\u5927\u91cf\u914d\u7f6e\u548c\u5f00\u53d1\u5de5\u4f5c\u624d\u80fd\u5b9e\u73b0\u771f\u6b63\u7684\u591a\u5408\u4e00\u89e3\u51b3\u65b9\u6848\u7684\u5e73\u53f0\u3002\u5b83\u5e76\u4e0d\u662f\u50cfInvestGlass\u90a3\u6837\u5f00\u7bb1\u5373\u7528\u7684\u3001\u4e13\u4e3a\u91d1\u878d\u8bbe\u8ba1\u7684\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-the-learning-curve\"><span class=\"ez-toc-section\" id=\"The_Learning_Curve\"><\/span>\u5b66\u4e60\u66f2\u7ebf\uff1a<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Creatio \u4e1a\u52a1\u6d41\u7a0b\u7ba1\u7406 (BPM) \u5f15\u64ce\u529f\u80fd\u5f3a\u5927\uff0c\u4f46\u5176\u5b66\u4e60\u66f2\u7ebf\u4e5f\u76f8\u5bf9\u9661\u5ced\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creatio\u7684BPM\u5f15\u64ce\u529f\u80fd\u5f3a\u5927\u3001\u7075\u6d3b\uff0c\u4f46\u4ee3\u4ef7\u4e0d\u83f2\u3002\u867d\u7136\u8be5\u5e73\u53f0\u7684\u6838\u5fc3CRM\u529f\u80fd\u76f8\u5bf9\u76f4\u89c2\u4e14\u6613\u4e8e\u4f7f\u7528\uff0c\u4f46\u8981\u7cbe\u901a\u4f4e\u4ee3\u7801BPM\u5f15\u64ce\uff0c\u5219\u9700\u8981\u5bf9\u57f9\u8bad\u548c\u5f00\u53d1\u8fdb\u884c\u5927\u91cf\u7684\u6295\u5165\u3002\u4e3a\u4e86\u771f\u6b63\u53d1\u6325\u8be5\u5e73\u53f0\u7684\u5f3a\u5927\u529f\u80fd\uff0c\u673a\u6784\u53ef\u80fd\u9700\u8981\u5efa\u7acb\u4e00\u4e2a\u7531\u4e1a\u52a1\u5206\u6790\u5e08\u548c\u5f00\u53d1\u4eba\u5458\u7ec4\u6210\u7684\u4e13\u4e1a\u56e2\u961f\uff0c\u4ed6\u4eec\u5fc5\u987b\u719f\u7ec3\u638c\u63e1\u6d41\u7a0b\u5efa\u6a21\u548cCreatio\u7684\u4f4e\u4ee3\u7801\u5de5\u5177\u3002\u4e0e\u5f00\u7bb1\u5373\u7528\u7684\u884c\u4e1a\u4e13\u7528CRM\u76f8\u6bd4\uff0c\u8fd9\u4f7f\u5f97\u5b83\u7684\u5b9e\u65bd\u548c\u7ef4\u62a4\u6210\u4e3a\u4e00\u4e2a\u66f4\u52a0\u590d\u6742\u4e14\u8d44\u6e90\u5bc6\u96c6\u578b\u7684\u89e3\u51b3\u65b9\u6848\u3002\u8be5\u89e3\u51b3\u65b9\u6848\u9002\u5408\u90a3\u4e9b\u5185\u90e8IT\u80fd\u529b\u8f83\u5f3a\u3001\u5e76\u4e14\u5bf9\u5982\u4f55\u91cd\u65b0\u8bbe\u8ba1\u4e1a\u52a1\u6d41\u7a0b\u6709\u7740\u6e05\u6670\u613f\u666f\u7684\u673a\u6784\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-the-right-crm-for-your-institution\"><span class=\"ez-toc-section\" id=\"How_to_Choose_the_Right_CRM_for_Your_Institution\"><\/span>\u5982\u4f55\u4e3a\u60a8\u7684\u673a\u6784\u9009\u62e9\u5408\u9002\u7684CRM<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u65b0\u7684 CRM \u662f\u91d1\u878d\u673a\u6784\u80fd\u591f\u505a\u51fa\u7684\u6700\u5173\u952e\u7684\u6280\u672f\u51b3\u7b56\u4e4b\u4e00\u3002\u5408\u9002\u7684\u5e73\u53f0\u53ef\u4ee5\u91ca\u653e\u5de8\u5927\u7684\u589e\u957f\u6f5c\u529b\u3001\u63d0\u9ad8\u6548\u7387\u5e76\u589e\u5f3a\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u800c\u9519\u8bef\u7684\u5e73\u53f0\u5219\u4f1a\u5bfc\u81f4\u591a\u5e74\u7684\u632b\u6298\u3001\u8d44\u6e90\u7684\u6d6a\u8d39\u4ee5\u53ca\u9519\u5931\u826f\u673a\u3002\u4f8b\u5982\uff0c\u5927\u578b\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u8003\u8651 Oracle CRM\uff0c\u5b83\u63d0\u4f9b\u96c6\u6210\u7684\u5206\u6790\u3001\u5b89\u5168\u6027\u548c\u5ba2\u6237\u6570\u636e\u7ba1\u7406\uff0c\u4ee5\u652f\u6301\u590d\u6742\u7684\u5ba2\u6237\u5173\u7cfb\u548c\u8fd0\u8425\u6548\u7387\u3002\u4e3a\u4e86\u5e94\u5bf9\u8fd9\u4e00\u590d\u6742\u7684\u51b3\u7b56\uff0c\u5fc5\u987b\u9075\u5faa\u8d85\u8d8a\u5355\u7eaf\u529f\u80fd\u5bf9\u6bd4\u7684\u7ed3\u6784\u5316\u8bc4\u4f30\u8fc7\u7a0b\u3002\u4ee5\u4e0b\u662f\u6307\u5bfc\u60a8\u7684\u673a\u6784\u9009\u62e9\u5408\u9002 CRM \u7684\u4e94\u4e2a\u5173\u952e\u6b65\u9aa4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-define-your-specific-needs\"><span class=\"ez-toc-section\" id=\"1_Define_Your_Specific_Needs\"><\/span>1. \u660e\u786e\u60a8\u7684\u5177\u4f53\u9700\u6c42<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5728\u60a8\u9009\u62e9\u5408\u9002\u7684CRM\u4e4b\u524d\uff0c\u60a8\u5fc5\u987b\u6df1\u5165\u4e86\u89e3\u60a8\u9700\u8981\u5b83\u6765\u5b9e\u73b0\u4ec0\u4e48\u529f\u80fd\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9996\u5148\uff0c\u7ec4\u5efa\u4e00\u4e2a\u6765\u81ea\u7ec4\u7ec7\u5404\u90e8\u95e8\u7684\u8de8\u804c\u80fd\u5229\u76ca\u76f8\u5173\u8005\u56e2\u961f\uff0c\u5305\u62ec\u5ba2\u6237\u7ecf\u7406\u3001\u5408\u89c4\u5b98\u3001IT\u4eba\u5458\u548c\u9ad8\u5c42\u9886\u5bfc\u3002\u5bf9\u73b0\u6709\u6d41\u7a0b\u8fdb\u884c\u5f7b\u5e95\u5206\u6790\uff0c\u8bc6\u522b\u51fa\u5173\u952e\u7684\u75db\u70b9\u548c\u74f6\u9888\u3002\u60a8\u7684\u5ba2\u6237\u7ecf\u7406\u662f\u5426\u82b1\u5728\u884c\u653f\u4efb\u52a1\u4e0a\u7684\u65f6\u95f4\u592a\u591a\uff1f\u60a8\u7684\u5408\u89c4\u62a5\u544a\u662f\u5426\u662f\u4e00\u4e2a\u624b\u52a8\u4e14\u8017\u65f6\u7684\u8fc7\u7a0b\uff1f\u60a8\u662f\u5426\u96be\u4ee5\u83b7\u5f97\u5ba2\u6237\u5173\u7cfb\u7684\u5168\u9762\u89c6\u56fe\uff1f\u901a\u8fc7\u660e\u786e\u5b9a\u4e49\u60a8\u7684\u5177\u4f53\u9700\u6c42\u548c\u4f18\u5148\u7ea7\uff0c\u60a8\u53ef\u4ee5\u521b\u5efa\u4e00\u4e2a\u8be6\u7ec6\u7684\u9700\u6c42\u6587\u6863\uff0c\u4f5c\u4e3a\u60a8\u8bc4\u4f30\u6f5c\u5728\u4f9b\u5e94\u5546\u7684\u6307\u5357\u3002\u8fd9\u662f\u4efb\u4f55\u8fc7\u7a0b\u4e2d\u81f3\u5173\u91cd\u8981\u7684\u4e00\u6b65 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%ae%a2%e6%88%b7%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e7%bb%88%e6%9e%81%e6%af%94%e8%be%83-%e9%a1%b6%e7%ba%a7-crm-%e5%b7%a5%e5%85%b7%e7%9a%84%e5%8a%9f%e8%83%bd\/\" target=\"_self\">CRM \u5bf9\u6bd4<\/a> \u8fc7\u7a0b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-prioritise-data-security-and-sovereignty\"><span class=\"ez-toc-section\" id=\"2_Prioritise_Data_Security_and_Sovereignty\"><\/span>2. \u4f18\u5148\u8003\u8651\u6570\u636e\u5b89\u5168\u4e0e\u4e3b\u6743<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5728\u91d1\u878d\u9886\u57df\uff0c\u6570\u636e\u662f\u4f60\u6700\u6709\u4ef7\u503c\u7684\u8d44\u4ea7\uff0c\u4fdd\u62a4\u6570\u636e\u662f\u4f60\u6700\u91cd\u8981\u7684\u8d23\u4efb\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8bc4\u4f30CRM\u5e73\u53f0\u65f6\uff0c\u6570\u636e\u5b89\u5168\u548c\u4e3b\u6743\u5fc5\u987b\u4f4d\u5217\u60a8\u7684\u9996\u8981\u4efb\u52a1\u4e4b\u9996\u3002\u4ed4\u7ec6\u5ba1\u67e5\u4f9b\u5e94\u5546\u7684\u5b89\u5168\u67b6\u6784\u3001\u6570\u636e\u52a0\u5bc6\u7b56\u7565\u4ee5\u53ca\u7b2c\u4e09\u65b9\u8ba4\u8bc1\u3002\u5bf9\u4e8e\u5728\u745e\u58eb\u6216\u6b27\u76df\u7b49\u5177\u6709\u4e25\u683c\u6570\u636e\u9a7b\u7559\u8981\u6c42\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a\u8fd0\u8425\u7684\u673a\u6784\u800c\u8a00\uff0c\u5c06CRM\u6258\u7ba1\u5728\u79c1\u6709\u4e91\u6216\u672c\u5730\u90e8\u7f72\u4e0a\u7684\u80fd\u529b\u662f\u4e00\u4e2a\u81f3\u5173\u91cd\u8981\u7684\u8003\u91cf\u56e0\u7d20\u3002\u50cf\u8fd9\u6837\u7684\u5e73\u53f0 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/2023-%e5%b9%b4%e6%9c%80%e4%bd%b3%e9%a2%84%e7%bd%ae%e5%bc%8f%e4%bc%81%e4%b8%9a%e8%b5%84%e6%ba%90%e8%a7%84%e5%88%92%e7%b3%bb%e7%bb%9f\/\" target=\"_self\">\u6295\u8d44\u73bb\u7483<\/a>, \uff0c\u7531\u4e8e\u5176\u5bf9\u745e\u58eb\u6570\u636e\u4e3b\u6743\u7684\u575a\u5b9a\u5f3a\u8c03\uff0c\u63d0\u4f9b\u4e86\u8bb8\u591a\u7f8e\u56fd\u4e91\u670d\u52a1\u5546\u6839\u672c\u65e0\u6cd5\u6bd4\u62df\u7684\u63a7\u5236\u6c34\u5e73\u548c\u5b89\u5fc3\u611f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-evaluate-integration-capabilities\"><span class=\"ez-toc-section\" id=\"3_Evaluate_Integration_Capabilities\"><\/span>3. \u8bc4\u4f30\u96c6\u6210\u80fd\u529b<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u60a8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5e76\u975e\u5b64\u7acb\u5b58\u5728\uff0c\u5b83\u5fc5\u987b\u80fd\u591f\u4e0e\u60a8\u7684\u5176\u4ed6\u6838\u5fc3\u7cfb\u7edf\u8fdb\u884c\u901a\u4fe1\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u4ee3\u91d1\u878d\u673a\u6784\u4f9d\u8d56\u4e8e\u590d\u6742\u7684\u79d1\u6280\u751f\u6001\u7cfb\u7edf\uff0c\u5305\u62ec\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u3001\u6838\u5fc3\u94f6\u884c\u5e73\u53f0\u548c\u8d22\u52a1\u89c4\u5212\u8f6f\u4ef6\u3002\u60a8\u9009\u62e9\u7684 CRM \u5fc5\u987b\u80fd\u591f\u4e0e\u8fd9\u4e9b\u73b0\u6709\u7cfb\u7edf\u65e0\u7f1d\u96c6\u6210\uff0c\u4ece\u800c\u5f62\u6210\u5355\u4e00\u7684\u3001\u7edf\u4e00\u7684\u5ba2\u6237\u89c6\u56fe\u3002\u5bfb\u627e\u4e00\u4e2a\u5177\u6709\u5f3a\u5927\u4e14\u6587\u6863\u5b8c\u5584\u7684 API \u7684\u5e73\u53f0\uff0c\u4ee5\u53ca\u4e0e\u60a8\u5df2\u5728\u4f7f\u7528\u7684\u5173\u952e\u7cfb\u7edf\u9884\u6784\u5efa\u96c6\u6210\u7684\u5e73\u53f0\u3002\u5177\u6709\u5f00\u653e\u67b6\u6784\u7684\u5e73\u53f0\u5c06\u4f7f\u957f\u671f\u6784\u5efa\u548c\u7ef4\u62a4\u8fd9\u4e9b\u5173\u952e\u96c6\u6210\u53d8\u5f97\u66f4\u52a0\u5bb9\u6613\u4e14\u6210\u672c\u66f4\u4f4e\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-consider-total-cost-of-ownership-tco\"><span class=\"ez-toc-section\" id=\"4_Consider_Total_Cost_of_Ownership_TCO\"><\/span>4. \u8003\u8651\u603b\u62e5\u6709\u6210\u672c (TCO)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CRM\u7684\u6807\u4ef7\u53ea\u662f\u6545\u4e8b\u7684\u5f00\u59cb\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u4e86\u89e3CRM\u7684\u771f\u5b9e\u6210\u672c\uff0c\u60a8\u5fc5\u987b\u629b\u5f00\u521d\u59cb\u8bb8\u53ef\u8d39\u7528\u7684\u8868\u8c61\uff0c\u5168\u9762\u8003\u8651\u603b\u62e5\u6709\u6210\u672c\uff08TCO\uff09\u3002\u8fd9\u5305\u62ec\u5b9e\u65bd\u3001\u5b9a\u5236\u3001\u6570\u636e\u8fc1\u79fb\u3001\u7528\u6237\u57f9\u8bad\u4ee5\u53ca\u6301\u7eed\u7ef4\u62a4\u548c\u652f\u6301\u7684\u8d39\u7528\u3002\u5982\u679c\u4e00\u4e2a\u5e73\u53f0\u8868\u9762\u4e0a\u770b\u8d77\u6765\u66f4\u4fbf\u5b9c\uff0c\u4f46\u9700\u8981\u5927\u91cf\u7684\u5b9a\u5236\u6216\u4e13\u95e8\u7684\u987e\u95ee\u56e2\u961f\u6765\u7ba1\u7406\uff0c\u90a3\u4e48\u4ece\u957f\u8fdc\u6765\u770b\uff0c\u5b83\u6700\u7ec8\u53ef\u80fd\u4f1a\u6602\u8d35\u5f97\u591a\u3002\u8bf7\u52a1\u5fc5\u4ece\u6bcf\u4e2a\u4f9b\u5e94\u5546\u90a3\u91cc\u83b7\u53d6\u6240\u6709\u6f5c\u5728\u6210\u672c\u7684\u8be6\u7ec6\u660e\u7ec6\uff0c\u5e76\u5c06\u8fd9\u4e9b\u56e0\u7d20\u7eb3\u5165\u60a8\u7684\u51b3\u7b56\u8fc7\u7a0b\u4e2d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-future-proof-with-a-scalable-solution\"><span class=\"ez-toc-section\" id=\"5_Future-Proof_with_a_Scalable_Solution\"><\/span>5. \u901a\u8fc7\u53ef\u6269\u5c55\u7684\u89e3\u51b3\u65b9\u6848\u9762\u5411\u672a\u6765<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u5728\u4e0d\u65ad\u53d1\u5c55\uff0c\u60a8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u4e5f\u5fc5\u987b\u968f\u4e4b\u4e0d\u65ad\u6f14\u8fdb\u3002.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u9009\u62e9CRM\u65f6\uff0c\u4e0d\u4ec5\u8981\u8003\u8651\u773c\u524d\u7684\u9700\u6c42\uff0c\u8fd8\u8981\u8003\u8651\u672a\u6765\u4e94\u5230\u5341\u5e74\u5185\u7684\u9700\u6c42\u3002\u968f\u7740\u60a8\u4e0d\u65ad\u589e\u52a0\u65b0\u5ba2\u6237\u3001\u987e\u95ee\u548c\u4e1a\u52a1\u7ebf\uff0c\u8be5\u5e73\u53f0\u80fd\u5426\u652f\u6301\u60a8\u7684\u4e1a\u52a1\u589e\u957f\uff1f\u4f9b\u5e94\u5546\u662f\u5426\u62e5\u6709\u826f\u597d\u7684\u521b\u65b0\u8bb0\u5f55\u4ee5\u53ca\u6e05\u6670\u7684\u672a\u6765\u53d1\u5c55\u8def\u7ebf\u56fe\uff1f\u50cfZoho CRM\u8fd9\u6837\u517c\u5177\u53ef\u6269\u5c55\u6027\u4e14\u4ef7\u683c\u5b9e\u60e0\u7684\u9009\u9879\uff0c\u56e0\u5176\u5f3a\u5927\u7684\u96c6\u6210\u80fd\u529b\u548c\u7528\u6237\u53cb\u597d\u7684\u529f\u80fd\uff0c\u5728\u8d22\u52a1\u987e\u95ee\u4ee5\u53ca\u4e2d\u5c0f\u578b\u4f01\u4e1a\u4e2d\u5907\u53d7\u6b22\u8fce\u3002\u9009\u62e9\u4e00\u4e2a\u5177\u53ef\u6269\u5c55\u6027\u4e14\u9762\u5411\u672a\u6765\u7684\u5e73\u53f0\uff0c\u5c06\u786e\u4fdd\u60a8\u5bf9\u65b0CRM\u7684\u6295\u8d44\u5728\u672a\u6765\u51e0\u5e74\u5185\u6301\u7eed\u5e26\u6765\u56de\u62a5\uff0c\u652f\u6301 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e6%9c%aa%e6%9d%a5%e7%9a%84%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e6%98%af%e6%80%8e%e4%b9%88%e5%9b%9e%e4%ba%8b\/\" target=\"_self\">\u672a\u6765\u7684\u8d22\u5bcc\u7ba1\u7406<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs\"><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions_FAQs\"><\/span>\u5e38\u89c1\u95ee\u9898 (FAQ)<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-main-difference-between-a-generic-crm-and-a-financial-services-crm\"><span class=\"ez-toc-section\" id=\"What_is_the_main_difference_between_a_generic_CRM_and_a_financial_services_CRM\"><\/span>\u901a\u7528 CRM \u4e0e\u91d1\u878d\u670d\u52a1 CRM \u7684\u4e3b\u8981\u533a\u522b\u5728\u4e8e\uff0c\u91d1\u878d\u670d\u52a1 CRM \u662f\u4e13\u95e8\u4e3a\u6ee1\u8db3\u8d22\u5bcc\u7ba1\u7406\u3001\u94f6\u884c\u548c\u4fdd\u9669\u7b49\u884c\u4e1a\u7684\u72ec\u7279\u9700\u6c42\u3001\u76d1\u7ba1\u8981\u6c42\u548c\u5de5\u4f5c\u6d41\u7a0b\u800c\u8bbe\u8ba1\u548c\u6784\u5efa\u7684\uff0c\u800c\u901a\u7528 CRM \u5219\u91c7\u7528\u4e00\u5200\u5207\u7684\u65b9\u6cd5\uff0c\u9002\u7528\u4e8e\u5404\u884c\u5404\u4e1a\u7684\u5404\u79cd\u4f01\u4e1a\u3002<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u7528\u578b CRM \u662f\u4e3a\u7ebf\u6027\u9500\u552e\u6d41\u7a0b\u800c\u6784\u5efa\u7684\uff0c\u4e13\u6ce8\u4e8e\u5c06\u6f5c\u5728\u5ba2\u6237\u8f6c\u5316\u4e3a\u4e00\u6b21\u6027\u9500\u552e\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u91d1\u878d\u670d\u52a1 CRM \u4e13\u4e3a\u7ba1\u7406\u590d\u6742\u3001\u957f\u671f\u7684\u5173\u7cfb\u800c\u8bbe\u8ba1\u3002\u5b83\u5305\u542b\u4e13\u95e8\u7684\u529f\u80fd\uff0c\u4f8b\u5982\u7528\u4e8e\u8ffd\u8e2a\u5bb6\u5ead\u548c\u4f01\u4e1a\u8054\u7cfb\u7684\u201c\u5bb6\u5ead\u56fe\u8c31\uff08householding\uff09\u201d\u529f\u80fd\uff0c\u7528\u4e8e\u6ee1\u8db3 MiFID II \u548c FINMA \u7b49\u6cd5\u89c4\u8981\u6c42\u7684\u5f3a\u5927\u5408\u89c4\u5de5\u5177\uff0c\u4ee5\u53ca\u4e0e\u8d22\u52a1\u89c4\u5212\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u7684\u96c6\u6210\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-is-householding-so-important-in-a-wealth-management-crm\"><span class=\"ez-toc-section\" id=\"Why_is_householding_so_important_in_a_wealth_management_CRM\"><\/span>\u4e3a\u4ec0\u4e48\u5bb6\u5ead\u5f52\u6237\uff08Householding\uff09\u5728\u8d22\u5bcc\u7ba1\u7406 CRM \u4e2d\u5982\u6b64\u91cd\u8981\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bb6\u5ead\u5408\u5e76\u7ba1\u7406\uff08Householding\uff09\u662f\u4e00\u9879\u5c06\u76f8\u5173\u5ba2\u6237\uff08\u4f8b\u5982\u5bb6\u5ead\u6210\u5458\u53ca\u5176\u5173\u8054\u4fe1\u6258\u6216\u4f01\u4e1a\uff09\u5f52\u4e3a\u4e00\u4e2a\u5355\u5143\u7684\u529f\u80fd\u3002\u8fd9\u5bf9\u4e8e\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u80fd\u5168\u9762\u4e86\u89e3\u5bb6\u5ead\u7684\u603b\u8d22\u5bcc\u3001\u590d\u6742\u7684\u793e\u4f1a\u5173\u7cfb\u548c\u8d22\u52a1\u76ee\u6807\u3002\u5b83\u4f7f\u987e\u95ee\u80fd\u591f\u63d0\u4f9b\u66f4\u5168\u9762\u7684\u5efa\u8bae\uff0c\u8bc6\u522b\u8de8\u4ee3\u8d22\u5bcc\u4f20\u627f\u7684\u673a\u4f1a\uff0c\u5e76\u4e86\u89e3\u5ba2\u6237\u7684\u5168\u8c8c\uff0c\u8fd9\u662f\u4efb\u4f55\u6709\u6548\u8d22\u5bcc\u7ba1\u7406\u7684\u6838\u5fc3\u7ec4\u6210\u90e8\u5206 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%bc%81%e4%b8%9a%e8%b5%84%e6%ba%90%e8%a7%84%e5%88%92%e7%b3%bb%e7%bb%9f\/\" target=\"_self\">\u91d1\u878d\u670d\u52a1\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-help-with-mifid-ii-and-finma-compliance\"><span class=\"ez-toc-section\" id=\"How_does_a_CRM_help_with_MiFID_II_and_FINMA_compliance\"><\/span>CRM\u5982\u4f55\u5e2e\u52a9\u6ee1\u8db3MiFID II\u548cFINMA\u7684\u5408\u89c4\u8981\u6c42\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e13\u4e3a\u91d1\u878d\u884c\u4e1a\u6253\u9020\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u53ef\u4e3a\u6240\u6709\u5ba2\u6237\u4e92\u52a8\u63d0\u4f9b\u81ea\u52a8\u5316\u4e14\u53ef\u5ba1\u8ba1\u7684\u8bb0\u5f55\uff0c\u8fd9\u662fMiFID II\u548cFINMA\u7b49\u76d1\u7ba1\u89c4\u5b9a\u7684\u6838\u5fc3\u8981\u6c42\u3002\u5b83\u80fd\u591f\u5728\u63d0\u51fa\u5efa\u8bae\u4e4b\u524d\u5f3a\u5236\u6267\u884c\u9002\u5f53\u6027\u548c\u9002\u5b9c\u6027\u5ba1\u67e5\uff0c\u5b89\u5168\u5730\u8bb0\u5f55\u5ba2\u6237\u540c\u610f\uff0c\u5e76\u4fdd\u7559\u6bcf\u6b21\u6c9f\u901a\u548c\u4ea4\u6613\u5e26\u65f6\u95f4\u6233\u7684\u5ba1\u8ba1\u8ffd\u8e2a\u3002\u8fd9\u786e\u4fdd\u4e86\u91d1\u878d\u673a\u6784\u80fd\u591f\u968f\u65f6\u5411\u76d1\u7ba1\u673a\u6784\u8bc1\u660e\u5176\u5408\u89c4\u6027\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-i-migrate-my-existing-client-data-to-a-new-crm\"><span class=\"ez-toc-section\" id=\"Can_I_migrate_my_existing_client_data_to_a_new_CRM\"><\/span>\u6211\u80fd\u5c06\u73b0\u6709\u7684\u5ba2\u6237\u6570\u636e\u8fc1\u79fb\u5230\u65b0\u7684 CRM \u4e2d\u5417\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u662f\u7684\uff0c\u6570\u636e migration \u662f\u4efb\u4f55\u6807\u51c6\u6d41\u7a0b\u7684\u4e00\u90e8\u5206 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e6%88%90%e5%8a%9f%e5%ae%9e%e6%96%bd%e5%ae%a2%e6%88%b7%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86\/\" target=\"_self\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u5b9e\u65bd<\/a> \u9879\u76ee\u3002\u5927\u591a\u6570CRM\u4f9b\u5e94\u5546\uff08\u5305\u62ecInvestGlass\uff09\u90fd\u63d0\u4f9b\u5de5\u5177\u548c\u670d\u52a1\uff0c\u5e2e\u52a9\u60a8\u5c06\u73b0\u6709\u7684\u5ba2\u6237\u6570\u636e\u4ece\u65e7\u7cfb\u7edf\u6216\u7535\u5b50\u8868\u683c\u8fc1\u79fb\u5230\u65b0\u5e73\u53f0\u3002\u8fc1\u79fb\u7684\u590d\u6742\u6027\u53d6\u51b3\u4e8e\u60a8\u73b0\u6709\u6570\u636e\u7684\u8d28\u91cf\u548c\u683c\u5f0f\uff0c\u4f46\u4f18\u79c0\u7684\u4f9b\u5e94\u5546\u4f1a\u4e0e\u60a8\u5408\u4f5c\uff0c\u786e\u4fdd\u8fc7\u6e21\u987a\u5229\u4e14\u6210\u529f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-is-a-cloud-based-or-on-premise-crm-better-for-a-bank\"><span class=\"ez-toc-section\" id=\"Is_a_cloud-based_or_on-premise_CRM_better_for_a_bank\"><\/span>\u57fa\u4e8e\u4e91\u7684\u8fd8\u662f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e9%80%89%e6%8b%a9%e5%90%88%e9%80%82%e7%9a%84%e9%a2%84%e7%bd%ae%e5%bc%8f-c-r-m-%e4%be%9b%e5%ba%94%e5%95%86%e6%8c%87%e5%8d%97\/\" target=\"_self\">\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a> \u5bf9\u94f6\u884c\u66f4\u597d\u5417\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e24\u79cd\u9009\u62e9\u5404\u6709\u5229\u5f0a\u3002. <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/10-%e5%a4%a7%e5%9f%ba%e4%ba%8e%e4%ba%91%e7%9a%84-crm-%e8%bd%af%e4%bb%b6%e8%a7%a3%e5%86%b3%e6%96%b9%e6%a1%88%ef%bc%8c%e5%8a%a9%e6%82%a8%e5%ae%9e%e7%8e%b0%e4%b8%9a%e5%8a%a1%e8%bd%ac%e5%9e%8b\/\" target=\"_self\">\u57fa\u4e8e\u4e91\u7684CRM<\/a> \u63d0\u4f9b\u66f4\u4f4e\u7684\u521d\u59cb\u6210\u672c\u3001\u66f4\u8f7b\u677e\u7684\u53ef\u6269\u5c55\u6027\u4ee5\u53ca\u66f4\u5c11\u7684\u5185\u90e8IT\u5f00\u9500\u3002\u7136\u800c\uff0c\u5bf9\u4e8e\u6709\u4e25\u683c\u7684\u6570\u636e\u4e3b\u6743\u8981\u6c42\u6216\u5e0c\u671b\u5bf9\u5176\u6570\u636e\u62e5\u6709\u6700\u5927\u63a7\u5236\u6743\u7684\u94f6\u884c\u6765\u8bf4\uff0c <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/2023-%e5%b9%b4%e6%9c%80%e4%bd%b3%e9%a2%84%e7%bd%ae%e5%bc%8f%e4%bc%81%e4%b8%9a%e8%b5%84%e6%ba%90%e8%a7%84%e5%88%92%e7%b3%bb%e7%bb%9f\/\" target=\"_self\">\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a> \u6216\u8005\u79c1\u6709\u4e91\u90e8\u7f72\u901a\u5e38\u662f\u66f4\u597d\u7684\u9009\u62e9\u3002\u8be5\u51b3\u5b9a\u53d6\u51b3\u4e8e\u60a8\u6240\u5728\u673a\u6784\u7684\u5177\u4f53\u5b89\u5168\u7b56\u7565\u3001\u76d1\u7ba1\u73af\u5883\u4ee5\u53caIT\u6218\u7565\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-role-does-ai-play-in-modern-financial-crms\"><span class=\"ez-toc-section\" id=\"What_role_does_AI_play_in_modern_financial_CRMs\"><\/span>\u4eba\u5de5\u667a\u80fd\u5728\u73b0\u4ee3\u91d1\u878dCRM\u4e2d\u626e\u6f14\u4ec0\u4e48\u89d2\u8272\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u5728\u91d1\u878d CRM \u4e2d\u626e\u6f14\u7740\u8d8a\u6765\u8d8a\u91cd\u8981\u7684\u89d2\u8272\uff0c\u4ece\u7b80\u5355\u7684\u81ea\u52a8\u5316\u8fc8\u5411\u63d0\u4f9b\u667a\u80fd\u6d1e\u5bdf\u548c\u534f\u52a9\u3002\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5de5\u5177\uff0c\u5982 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/investglass-ai-copilot-%e9%a2%86%e8%88%aa%e6%9c%aa%e6%9d%a5%e7%9a%84%e8%87%aa%e5%8a%a8%e8%be%85%e5%8a%a9%e7%b3%bb%e7%bb%9f\/\" target=\"_self\">InvestGlass \u4eba\u5de5\u667a\u80fd\u9886\u822a\u5458<\/a>, \uff0c\u53ef\u4ee5\u901a\u8fc7\u5efa\u8bae\u6700\u4f73\u4e0b\u4e00\u6b65\u884c\u52a8\u3001\u8bc6\u522b\u6709\u6d41\u5931\u98ce\u9669\u7684\u5ba2\u6237\uff0c\u751a\u81f3\u81ea\u52a8\u5316\u5ba2\u6237\u6c9f\u901a\u6d41\u7a0b\u7684\u4e00\u90e8\u5206\uff0c\u6765\u5e2e\u52a9\u987e\u95ee\u3002\u8fd9\u4f7f\u5f97\u987e\u95ee\u5728\u5ba2\u6237\u4e92\u52a8\u4e2d\u80fd\u591f\u66f4\u52a0\u4e3b\u52a8\u3001\u4e2a\u6027\u5316\u548c\u9ad8\u6548\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-ensure-data-sovereignty-and-security\"><span class=\"ez-toc-section\" id=\"How_does_InvestGlass_ensure_data_sovereignty_and_security\"><\/span>InvestGlass \u5982\u4f55\u786e\u4fdd\u6570\u636e\u4e3b\u6743\u548c\u5b89\u5168\u6027\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u9ad8\u5ea6\u91cd\u89c6\u6570\u636e\u5b89\u5168\u4e0e\u4e3b\u6743\uff0c\u63d0\u4f9b\u591a\u79cd\u6258\u7ba1\u9009\u9879\u4ee5\u6ee1\u8db3\u6700\u4e25\u683c\u7684\u76d1\u7ba1\u8981\u6c42\u3002\u8be5\u5e73\u53f0\u53ef\u90e8\u7f72\u5728\u5b89\u5168\u7684\u745e\u58eb\u4e91\u7aef\u3001\u5ba2\u6237\u9996\u9009\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u79c1\u6709\u4e91\u4e2d\uff0c\u6216\u5b8c\u5168\u90e8\u7f72\u5728\u94f6\u884c\u81ea\u5df1\u7684\u6570\u636e\u4e2d\u5fc3\u5185\u3002\u8fd9\u79cd\u7075\u6d3b\u6027\u4e0e\u5f3a\u5927\u7684\u5b89\u5168\u67b6\u6784\u76f8\u7ed3\u5408\uff0c\u4f7f\u673a\u6784\u80fd\u591f\u5b8c\u5168\u638c\u63a7\u5176\u5ba2\u6237\u6570\u636e\uff0c\u8fd9\u662f\u5176 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e9%a3%8e%e9%99%a9%e7%ae%a1%e7%90%86-%e7%91%9e%e5%a3%ab%e4%b8%bb%e6%9d%83\/\" target=\"_self\">\u98ce\u9669\u7ba1\u7406\u7b56\u7565<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-a-client-or-investor-portal-and-why-do-i-need-one\"><span class=\"ez-toc-section\" id=\"What_is_a_client_or_investor_portal_and_why_do_I_need_one\"><\/span>\u4ec0\u4e48\u662f\u5ba2\u6237\u6216 <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>, \uff0c\u4e3a\u4ec0\u4e48\u6211\u9700\u8981\u4e00\u4e2a\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e2a\u5ba2\u6237\u6216 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e6%8a%95%e8%b5%84%e8%80%85%e9%97%a8%e6%88%b7%e7%bd%91%e7%ab%99\/\" target=\"_self\">\u6295\u8d44\u8005\u95e8\u6237<\/a> \u662f\u4e00\u4e2a\u5b89\u5168\u3001\u5177\u6709\u54c1\u724c\u7279\u8272\u7684\u57fa\u4e8e\u7f51\u9875\u7684\u5e73\u53f0\uff0c\u5ba2\u6237\u53ef\u4ee5\u5728\u5176\u4e2d\u767b\u5f55\u4ee5\u67e5\u770b\u5176\u6295\u8d44\u7ec4\u5408\u3001\u8bbf\u95ee\u62a5\u544a\u5e76\u4e0e\u4ed6\u4eec\u7684\u987e\u95ee\u8fdb\u884c\u5b89\u5168\u6c9f\u901a\u3002\u5b83\u662f\u73b0\u4ee3\u8d22\u5bcc\u7ba1\u7406\u8005\u7684\u91cd\u8981\u5de5\u5177\uff0c\u56e0\u4e3a\u5b83\u63d0\u4f9b\u4e86\u5ba2\u6237\u73b0\u5728\u6240\u671f\u671b\u7684\u5bf9\u4fe1\u606f\u7684\u6309\u9700\u8bbf\u95ee\uff0c\u540c\u65f6\u901a\u8fc7\u5c06\u654f\u611f\u901a\u4fe1\u4ece\u7535\u5b50\u90ae\u4ef6\u7b49\u4e0d\u5b89\u5168\u6e20\u9053\u8f6c\u79fb\u51fa\u53bb\u6765\u589e\u5f3a\u5b89\u5168\u6027\u3002\u5b83\u663e\u8457\u6539\u5584\u4e86\u5ba2\u6237\u4f53\u9a8c\u5e76\u5de9\u56fa\u4e86\u987e\u95ee\u4e0e\u5ba2\u6237\u7684\u5173\u7cfb\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-does-it-typically-take-to-implement-a-new-crm-system\"><span class=\"ez-toc-section\" id=\"How_long_does_it_typically_take_to_implement_a_new_CRM_system\"><\/span>\u5b9e\u65bd\u4e00\u4e2a\u65b0\u7684CRM\u7cfb\u7edf\u901a\u5e38\u9700\u8981\u591a\u957f\u65f6\u95f4\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65b0 CRM \u7684\u5b9e\u65bd\u65f6\u95f4\u8868\u53ef\u80fd\u4f1a\u56e0\u9879\u76ee\u590d\u6742\u5ea6\u3001\u673a\u6784\u89c4\u6a21\u4ee5\u53ca\u6240\u9700\u7684\u5b9a\u5236\u5316\u7a0b\u5ea6\u800c\u6709\u5f88\u5927\u5dee\u5f02\u3002\u5bf9\u4e8e\u5c0f\u578b\u54a8\u8be2\u516c\u53f8\u800c\u8a00\uff0c\u76f4\u63a5\u5b9e\u65bd\u73b0\u6210\u7684 CRM \u53ef\u80fd\u53ea\u9700\u51e0\u5468\u65f6\u95f4\u3002\u800c\u5bf9\u4e8e\u9700\u8981\u5927\u91cf\u5b9a\u5236\u548c\u6570\u636e\u8fc1\u79fb\u7684\u5168\u7403\u6027\u94f6\u884c\u6765\u8bf4\uff0c\u5927\u89c4\u6a21\u5b9e\u65bd\u53ef\u80fd\u9700\u8981\u4e00\u5e74\u751a\u81f3\u66f4\u4e45\u3002\u4e0e\u60a8\u9009\u62e9\u7684\u4f9b\u5e94\u5546\u5408\u4f5c\u5236\u5b9a\u5207\u5408\u5b9e\u9645\u7684\u5b9e\u65bd\u8ba1\u5212\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-a-crm-for-banking-be-used-for-corporate-and-institutional-clients-too\"><span class=\"ez-toc-section\" id=\"Can_a_CRM_for_banking_be_used_for_corporate_and_institutional_clients_too\"><\/span>\u94f6\u884c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u4e5f\u53ef\u4ee5\u7528\u4e8e\u5bf9\u516c\u548c\u673a\u6784\u5ba2\u6237\u5417\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b8c\u5168\u53ef\u4ee5\u3002\u79c1\u4eba\u94f6\u884c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7684\u8bb8\u591a\u6838\u5fc3\u539f\u5219\uff0c\u4f8b\u5982\u7ba1\u7406\u590d\u6742\u5173\u7cfb\u548c\u8ffd\u8e2a\u4e92\u52a8\uff0c\u540c\u6837\u9002\u7528\u4e8e\u4f01\u4e1a\u548c\u673a\u6784\u4e1a\u52a1\u3002\u50cf InvestGlass \u8fd9\u6837\u7075\u6d3b\u7684 CRM \u5e73\u53f0\u53ef\u4ee5\u8f7b\u677e\u8fdb\u884c\u914d\u7f6e\uff0c\u4ee5\u7ba1\u7406\u4ee5\u4e0b\u65b9\u9762\u7684\u72ec\u7279\u9700\u6c42\uff1a <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/%e4%bc%81%e4%b8%9a%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%8a%a1%e7%9a%84-crm\/\" target=\"_self\">\u4f01\u4e1a\u94f6\u884c\u4e1a\u52a1<\/a>, \uff0c\u5305\u62ec\u8ddf\u8e2a\u4ea4\u6613\u6d41\u7a0b\u3001\u7ba1\u7406\u590d\u6742\u7684\u6cd5\u5f8b\u5b9e\u4f53\u7ed3\u6784\u4ee5\u53ca\u534f\u8c03\u5168\u7403\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u56e2\u961f\u7684\u6d3b\u52a8\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-a-crm-help-optimise-the-sales-cycle-for-banks-and-wealth-managers\"><span class=\"ez-toc-section\" id=\"How_does_a_CRM_help_optimise_the_sales_cycle_for_banks_and_wealth_managers\"><\/span>CRM\u5982\u4f55\u5e2e\u52a9\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u4f18\u5316\u9500\u552e\u5468\u671f\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e13\u4e3a\u91d1\u878d\u673a\u6784\u8bbe\u8ba1\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\u901a\u8fc7\u81ea\u52a8\u5316\u91cd\u590d\u6027\u4efb\u52a1\u3001\u7ba1\u7406\u5ba2\u6237\u8ddf\u8fdb\u4ee5\u53ca\u63d0\u4f9b\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u89c1\u89e3\u6765\u786e\u5b9a\u673a\u4f1a\u7684\u4f18\u5148\u7ea7\uff0c\u4ece\u800c\u7b80\u5316\u9500\u552e\u5468\u671f\u3002\u5de5\u4f5c\u6d41\u7a0b\u7684\u6539\u8fdb\u786e\u4fdd\u6f5c\u5728\u5ba2\u6237\u4ece\u521d\u6b21\u63a5\u89e6\u5230\u5165\u804c\u4ee5\u53ca\u957f\u671f\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u90fd\u80fd\u5728\u5404\u4e2a\u9636\u6bb5\u9ad8\u6548\u63a8\u8fdb\u3002\u8fd9\u51cf\u5c11\u4e86\u4eba\u5de5\u5de5\u4f5c\u91cf\uff0c\u7f29\u77ed\u4e86\u6574\u4f53\u9500\u552e\u5468\u671f\uff0c\u5e76\u5e2e\u52a9\u56e2\u961f\u5728\u7ef4\u6301\u5408\u89c4\u6027\u548c\u9ad8\u6807\u51c6\u5ba2\u6237\u670d\u52a1\u7684\u540c\u65f6\uff0c\u66f4\u5feb\u5730\u8fbe\u6210\u4ea4\u6613\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-final-word-your-next-step-towards-a-better-crm\"><span class=\"ez-toc-section\" id=\"The_Final_Word_Your_Next_Step_Towards_a_Better_CRM\"><\/span>\u6700\u7ec8\u7ed3\u8bba\uff1a\u8fc8\u5411\u66f4\u4f18CRM\u7684\u4e0b\u4e00\u6b65<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u4e00\u4f53\u5316 CRM \u5bf9\u4e8e\u4efb\u4f55\u5e0c\u671b\u5728\u6570\u5b57\u65f6\u4ee3\u84ec\u52c3\u53d1\u5c55\u7684\u94f6\u884c\u6216\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6765\u8bf4\u90fd\u662f\u4e00\u9879\u6218\u7565\u5f53\u52a1\u4e4b\u6025\u3002\u901a\u7528\u7684\u3001\u4ee5\u9500\u552e\u4e3a\u5bfc\u5411\u7684 CRM \u65f6\u4ee3\u5df2\u7ecf\u7ed3\u675f\u3002\u4e3a\u4e86\u6ee1\u8db3\u590d\u6742\u5ba2\u6237\u5173\u7cfb\u7684\u9700\u6c42\u3001\u4e25\u683c\u7684\u76d1\u7ba1\u76d1\u7763\u4ee5\u53ca\u5bf9\u65e0\u7f1d\u6570\u5b57\u4f53\u9a8c\u7684\u671f\u671b\uff0c\u60a8\u9700\u8981\u4e00\u4e2a\u4ece\u5e95\u5c42\u4e13\u4e3a\u6ee1\u8db3\u60a8\u884c\u4e1a\u7684\u72ec\u7279\u6311\u6218\u800c\u6784\u5efa\u7684\u5e73\u53f0\u3002\u901a\u8fc7\u4f18\u5148\u8003\u8651\u5168\u9762\u5ba2\u6237\u89c6\u56fe\u3001\u590d\u6742\u7684\u5bb6\u5ead\u8d26\u6237\u7ba1\u7406\u548c\u5f3a\u5927\u7684\u5408\u89c4\u5de5\u5177\u7b49\u529f\u80fd\uff0c\u60a8\u53ef\u4ee5\u8d4b\u80fd\u60a8\u7684\u987e\u95ee\u3001\u53d6\u60a6\u60a8\u7684\u5ba2\u6237\uff0c\u5e76\u5efa\u7acb\u53ef\u6301\u7eed\u7684\u7ade\u4e89\u4f18\u52bf\u3002\u5408\u9002\u7684 CRM \u4e0d\u4ec5\u4ec5\u662f\u8f6f\u4ef6\uff1b\u5b83\u662f\u60a8\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u6218\u7565\u7684\u4e2d\u67a2\u795e\u7ecf\u7cfb\u7edf\u3002\u5982\u679c\u60a8\u51c6\u5907\u597d\u4e86\u89e3\u771f\u6b63\u7684\u91d1\u878d\u670d\u52a1 CRM \u80fd\u4e3a\u60a8\u7684\u673a\u6784\u5e26\u6765\u4ec0\u4e48\uff0c\u8bf7\u9884\u7ea6\u6f14\u793a <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/zh\/\" target=\"_self\">\u6295\u8d44\u73bb\u7483<\/a> \u8be5\u5e73\u53f0\u662f\u5b8c\u7f8e\u7684\u4e0b\u4e00\u6b65\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-system-implementation-best-practices-and-pitfalls-to-avoid\"><span class=\"ez-toc-section\" id=\"CRM_System_Implementation_Best_Practices_and_Pitfalls_to_Avoid\"><\/span>CRM \u7cfb\u7edf\u5b9e\u65bd\uff1a\u6700\u4f73\u5b9e\u8df5\u4e0e\u5e94\u907f\u514d\u7684\u9677\u9631<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u65bdCRM\u7cfb\u7edf\u5bf9\u5bfb\u6c42\u4f18\u5316\u8fd0\u8425\u3001\u5de9\u56fa\u5ba2\u6237\u5173\u7cfb\u5e76\u63a8\u52a8\u673a\u6784\u589e\u957f\u7684\u8d22\u52a1\u987e\u95ee\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u800c\u8a00\uff0c\u662f\u4e00\u6b21\u6218\u7565\u8f6c\u578b\u3002\u7136\u800c\uff0c\u6210\u529f\u90e8\u7f72CRM\u7684\u9053\u8def\u9700\u8981\u4ed4\u7ec6\u5e94\u5bf9\u5404\u79cd\u673a\u9047\u548c\u6f5c\u5728\u7684\u76d1\u7ba1\u590d\u6742\u6027\u3002\u901a\u8fc7\u9075\u5faa\u884c\u4e1a\u6700\u4f73\u5b9e\u8df5\u5e76\u907f\u5f00\u5e38\u89c1\u9677\u9631\uff0c\u91d1\u878d\u673a\u6784\u53ef\u4ee5\u786e\u4fdd\u5176\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u4e0a\u7684\u6295\u8d44\u80fd\u591f\u5e26\u6765\u5b89\u5168\u3001\u5408\u89c4\u4e14\u6301\u4e45\u7684\u4ef7\u503c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-best-practices-for-crm-implementation\"><span class=\"ez-toc-section\" id=\"Best_Practices_for_CRM_Implementation\"><\/span>CRM\u5b9e\u65bd\u6700\u4f73\u5b9e\u8df5<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5c3d\u65e9\u4e0e\u5229\u76ca\u76f8\u5173\u8005\u8fdb\u884c\u6c9f\u901a\uff1a<\/strong> \u5c3d\u65e9\u8ba9\u5ba2\u6237\u7ecf\u7406\u3001\u5408\u89c4\u56e2\u961f\u3001IT \u90e8\u95e8\u548c\u9ad8\u5c42\u9886\u5bfc\u53c2\u4e0e\u8fdb\u6765\u3002\u65e9\u671f\u4ecb\u5165\u53ef\u786e\u4fdd CRM \u7cfb\u7edf\u80fd\u591f\u6ee1\u8db3\u65e5\u5e38\u4f7f\u7528\u5b83\u7684\u53d7\u76d1\u7ba1\u4e13\u4e1a\u4eba\u5458\u7684\u5b9e\u9645\u9700\u6c42\uff0c\u4ece\u800c\u4fc3\u8fdb\u5168\u673a\u6784\u7684\u8ba4\u53ef\u5e76\u5728\u6574\u4e2a\u673a\u6784\u4e2d\u66f4\u987a\u5229\u5730\u63a8\u5e7f\u4f7f\u7528\u3002.<\/li>\n\n\n\n<li><strong>\u786e\u5b9a\u660e\u786e\u7684\u76ee\u6807\uff1a<\/strong> \u4e3a CRM \u7684\u9884\u671f\u6210\u6548\u8bbe\u5b9a\u53ef\u8861\u91cf\u7684\u76ee\u6807\uff0c\u4f8b\u5982\u63d0\u9ad8\u5ba2\u6237\u4fdd\u7559\u7387\u3001\u51cf\u5c11\u624b\u52a8\u6570\u636e\u5f55\u5165\u6216\u52a0\u5f3a\u6e20\u9053\u7ba1\u7406\u3002\u660e\u786e\u7684\u76ee\u6807\u6709\u52a9\u4e8e\u6307\u5bfc\u7cfb\u7edf\u914d\u7f6e\uff0c\u5e76\u4f18\u5148\u8003\u8651\u5bf9\u60a8\u7684\u54a8\u8be2\u4e1a\u52a1\u6700\u91cd\u8981\u7684\u529f\u80fd\uff0c\u540c\u65f6\u786e\u4fdd\u7b26\u5408\u76d1\u7ba1\u8981\u6c42\u3002.<\/li>\n\n\n\n<li><strong>\u4e3a\u60a8\u7684\u5de5\u4f5c\u6d41\u8fdb\u884c\u81ea\u5b9a\u4e49\uff1a<\/strong> \u5229\u7528 CRM \u7684\u7075\u6d3b\u6027\u6765\u4f53\u73b0\u60a8\u673a\u6784\u72ec\u7279\u7684\u6d41\u7a0b\u548c\u76d1\u7ba1\u8981\u6c42\u3002\u5b9a\u5236\u5de5\u4f5c\u6d41\u3001\u5ba2\u6237\u6570\u636e\u5b57\u6bb5\u548c\u62a5\u544a\u529f\u80fd\u53ef\u786e\u4fdd\u7cfb\u7edf\u652f\u6301\u60a8\u7279\u5b9a\u7684\u5ba2\u6237\u7ba1\u7406\u65b9\u6cd5\uff0c\u540c\u65f6\u4fdd\u6301\u5bf9\u76f8\u5173\u91d1\u878d\u6cd5\u89c4\u7684\u5408\u89c4\u6027\u3002.<\/li>\n\n\n\n<li><strong>\u4f18\u5148\u8003\u8651\u7528\u6237\u57f9\u8bad\u548c\u652f\u6301\uff1a<\/strong> \u5168\u9762\u57f9\u8bad\u5bf9\u4e8e\u4f18\u5316\u7ec4\u7ec7\u7684\u7cfb\u7edf\u91c7\u7528\u7387\u548c\u5c06\u62b5\u89e6\u60c5\u7eea\u964d\u81f3\u6700\u4f4e\u81f3\u5173\u91cd\u8981\u3002\u63d0\u4f9b\u6301\u7eed\u7684\u652f\u6301\u548c\u8d44\u6e90\uff0c\u5e2e\u52a9\u7528\u6237\u719f\u7ec3\u638c\u63e1\uff0c\u786e\u4fdd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u6210\u4e3a\u60a8\u53d7\u76d1\u7ba1\u73af\u5883\u4e2d\u65e5\u5e38\u8fd0\u8425\u4e2d\u503c\u5f97\u4fe1\u8d56\u4e14\u4e0d\u53ef\u6216\u7f3a\u7684\u4e00\u90e8\u5206\u3002.<\/li>\n\n\n\n<li><strong>\u76d1\u63a7\u4e0e\u4f18\u5316\uff1a<\/strong> \u5b9a\u671f\u5ba1\u67e5\u4f7f\u7528\u6570\u636e\u5e76\u6536\u96c6\u6240\u6709\u90e8\u95e8\u7528\u6237\u7684\u53cd\u9988\u3002\u5229\u7528\u8fd9\u4e9b\u89c1\u89e3\u6765\u4f18\u5316\u5de5\u4f5c\u6d41\u7a0b\u3001\u81ea\u52a8\u5316\u91cd\u590d\u6027\u4efb\u52a1\uff0c\u5e76\u5728\u7ef4\u62a4\u6570\u636e\u4e3b\u6743\u548c\u5408\u89c4\u6807\u51c6\u7684\u540c\u65f6\uff0c\u6301\u7eed\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-pitfalls-to-avoid\"><span class=\"ez-toc-section\" id=\"Pitfalls_to_Avoid\"><\/span>\u5e94\u907f\u514d\u7684\u9677\u9631<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4f4e\u4f30\u53d8\u66f4\u7ba1\u7406\uff1a<\/strong> 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Selecting the right CRM is critical for compliance, client satisfaction, and operational efficiency in the financial sector. If you are searching for the best CRM for banks wealth managers InvestGlass, this article will help you understand why a tailored [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49391,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,48,95],"class_list":["post-49367","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-sales-automation","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Beyond Sales: The Best CRM for Banks Wealth Managers<\/title>\n<meta name=\"description\" content=\"Explore Beyond Sales: The Best CRM for Banks Wealth Managers - InvestGlass. Discover tailored CRM solutions for finance.\" \/>\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\/\u8d85\u8d8a\u9500\u552e\uff1a\u94f6\u884c\u4e0e\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u7684\u6700\u4f73crm\u7cfb\u7edfinvestglass\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Beyond Sales: The Best CRM for Banks Wealth Managers InvestGlass\" \/>\n<meta property=\"og:description\" content=\"Introduction This guide is for banks, wealth managers, and financial institutions seeking the best CRM solution. 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