{"id":49398,"date":"2026-03-27T13:22:06","date_gmt":"2026-03-27T12:22:06","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49398"},"modified":"2026-04-15T11:42:55","modified_gmt":"2026-04-15T09:42:55","slug":"%e5%9c%a8%e9%93%b6%e8%a1%8c%e4%b8%9a%e6%95%b0%e5%ad%97%e5%8c%96%e5%85%a5%e8%81%8c%e6%96%b9%e9%9d%a2%ef%bc%8cinvestglass%e3%80%81ncino-%e5%92%8c-backbase-%e5%93%aa%e4%b8%aa%e6%9c%80%e5%a5%bd","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/investglass-vs-ncino-vs-backbase-which-is-best-for-digital-onboarding-in-banking\/","title":{"rendered":"InvestGlass \u4e0e nCino \u4e0e Backbase\uff1a\u54ea\u4e2a\u6700\u9002\u5408\u94f6\u884c\u7684\u6570\u5b57\u5316\u5165\u804c\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong>\u60a8\u5c06\u4e86\u89e3\u5230<\/strong> \u5728\u8fd9\u4efd\u5168\u9762\u7684\u5206\u6790\u4e2d\uff0c\u6211\u4eec\u5c06\u5256\u6790\u5e76\u6bd4\u8f83\u91d1\u878d\u79d1\u6280\u9886\u57df\u7684\u4e09\u5927\u9886\u5148\u5e73\u53f0\uff1aInvestGlass\u3001nCino \u548c Backbase\u3002\u5b83\u4eec\u90fd\u662f\u4ee5\u5728\u91d1\u878d\u79d1\u6280\u9886\u57df\u63d0\u4f9b\u521b\u65b0\u89e3\u51b3\u65b9\u6848\u800c\u95fb\u540d\u7684\u91d1\u878d\u79d1\u6280\u516c\u53f8\uff0cInvestGlass \u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u53d7\u76d1\u7ba1\u884c\u4e1a CRM \u548c\u81ea\u52a8\u5316\u7684\u745e\u58eb\u91d1\u878d\u79d1\u6280\u516c\u53f8\uff0cnCino \u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u4e91\u94f6\u884c\u7684\u91d1\u878d\u79d1\u6280\u516c\u53f8\uff0c\u800c Backbase \u662f\u4e00\u5bb6\u63d0\u4f9b\u6570\u5b57\u94f6\u884c\u5e73\u53f0\u7684\u91d1\u878d\u79d1\u6280\u516c\u53f8\u3002\u6211\u4eec\u5c06\u63a2\u8ba8\u5b83\u4eec\u7684\u6838\u5fc3\u7406\u5ff5\u3001\u5173\u952e\u7279\u6027 <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bc%98%e5%8c%96%e4%bc%81%e4%b8%9a%e9%93%b6%e8%a1%8c%e6%95%b0%e5%ad%97%e5%8c%96%e5%85%a5%e8%81%8c%e6%9c%80%e4%bd%b3%e5%ae%9e%e8%b7%b5%e5%92%8c%e5%85%b3%e9%94%ae%e6%88%98%e7%95%a5\/\" target=\"_self\">\u6570\u5b57\u5165\u804c<\/a>, \u4ee5\u53ca\u5b83\u4eec\u5982\u4f55\u5e94\u5bf9\u4e0d\u540c\u7684\u94f6\u884c\u573a\u666f\u3002\u8fd9\u4e9b\u5e73\u53f0\u88ab\u5404\u79cd\u89c4\u6a21\u7684\u516c\u53f8\u4f7f\u7528\uff0c\u4ece\u521d\u521b\u4f01\u4e1a\u5230\u5927\u578b\u91d1\u878d\u673a\u6784\uff0c\u5b83\u4eec\u90fd\u5728\u5bfb\u6c42\u5148\u8fdb\u7684\u91d1\u878d\u79d1\u6280\u3001\u94f6\u884c\u548c\u5408\u89c4\u89e3\u51b3\u65b9\u6848\u3002\u672c\u6587\u5c06\u8be6\u7ec6\u4ecb\u7ecd\u6bcf\u4e2a\u5e73\u53f0\u7684\u4f18\u70b9\u548c\u7f3a\u70b9\uff0c\u5e76\u7279\u522b\u5173\u6ce8 InvestGlass \u89e3\u51b3\u65b9\u6848\u7684\u72ec\u7279\u4f18\u52bf\uff0c\u4ee5\u5e2e\u52a9\u60a8\u4e3a\u60a8\u7684\u673a\u6784\u505a\u51fa\u660e\u667a\u7684\u51b3\u5b9a\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-quick-answer\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5feb\u901f\u56de\u7b54<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b\u4e86\u4e00\u4e2a\u72ec\u7279\u7075\u6d3b\u3001\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u4e00\u4f53\u5316\u5e73\u53f0\uff0c\u975e\u5e38\u9002\u5408\u91cd\u89c6\u5b9a\u5236\u548c\u7edf\u4e00\u5ba2\u6237\u5173\u7cfb\u89c6\u56fe\u7684\u91d1\u878d\u673a\u6784\uff0c\u6db5\u76d6\u4ece\u5165\u804c\u5230\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7684\u6240\u6709\u73af\u8282\u3002\u8be5\u5e73\u53f0\u65e8\u5728 \u5728\u5165\u804c\u548c\u5ba2\u6237\u7ba1\u7406\u8fc7\u7a0b\u4e2d\u63d0\u4f9b\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u4f53\u9a8c\u3002\u867d\u7136 nCino \u5728 <a href=\"https:\/\/www.investglass.com\/zh\/%e8%b4%b7%e6%ac%be%e5%8f%91%e6%94%be%e7%b3%bb%e7%bb%9f-%e7%8e%b0%e4%bb%a3%e8%b4%b7%e6%ac%be%e4%ba%ba%e7%9a%84%e5%ae%8c%e6%95%b4%e6%8c%87%e5%8d%97\/\" target=\"_self\">\u8d37\u6b3e\u53d1\u653e<\/a> \u51ed\u501f\u5176\u589e\u5f3a\u53ef\u6269\u5c55\u6027\u548c\u96c6\u6210\u6027\u7684\u4e91\u539f\u751f\u67b6\u6784\uff0cBackbase \u4e3a\u5927\u578b\u4f01\u4e1a\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5f3a\u5927\u4f46\u590d\u6742\u7684\u3001\u53ef\u7ec4\u5408\u7684\u4e91\u539f\u751f\u94f6\u884c\u5e73\u53f0\u3002\u800c InvestGlass \u5219\u4ee5\u5176\u65e0\u4ee3\u7801\u654f\u6377\u6027\u3001\u745e\u58eb\u7ea7\u522b\u7684\u5b89\u5168\u6027\u548c\u96c6\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u80fd\u529b\u800c\u8131\u9896\u800c\u51fa\uff0c\u4f7f\u5176\u6210\u4e3a\u66f4\u5e7f\u6cdb\u7684\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u7684\u901a\u7528\u4e14\u5f3a\u5927\u7684\u9009\u62e9\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-critical-role-of-digital-onboarding-in-modern-banking\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u73b0\u4ee3\u94f6\u884c\u4e1a\u6570\u5b57\u5165\u804c\u7684\u5173\u952e\u4f5c\u7528<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e00\u5370\u8c61\u6700\u4e3a\u6301\u4e45\u3002\u5728\u6570\u5b57\u94f6\u884c\u9886\u57df\uff0c\u7b2c\u4e00\u5370\u8c61\u5c31\u662f\u5165\u9a7b\u6d41\u7a0b\u3002\u4e00\u4e2a\u6d41\u7545\u3001\u65e0\u7f1d\u4e14\u76f4\u89c2\u7684\u6570\u5b57\u5165\u9a7b\u4f53\u9a8c\uff0c\u5f80\u5f80\u80fd\u51b3\u5b9a\u5ba2\u6237\u9009\u62e9\u54ea\u5bb6\u91d1\u878d\u673a\u6784\u3002\u53cd\u4e4b\uff0c\u4e00\u4e2a\u7b28\u62d9\u3001\u4f9d\u8d56\u7eb8\u8d28\u6587\u4ef6\u4e14\u7f13\u6162\u7684\u6d41\u7a0b\uff0c\u51e0\u4e4e\u80af\u5b9a\u4f1a\u8ba9\u6f5c\u5728\u5ba2\u6237\u6d41\u5931\u7ed9\u66f4\u654f\u6377\u7684\u7ade\u4e89\u5bf9\u624b\u3002\u5f97\u5931\u5728\u6b64\u6781\u5176\u91cd\u5927\uff0c\u5ba2\u6237\u4e89\u593a\u6218\u7684\u6210\u8d25\u5c31\u53d6\u51b3\u4e8e\u8fd9\u6b21\u6570\u5b57\u5316\u7684\u9996\u6b21\u63e1\u624b\u3002\u5b89\u5168\u6027\u548c\u521b\u65b0\u6027\u7684\u91cd\u8981\u6027\u5728\u6b64\u600e\u4e48\u5f3a\u8c03\u90fd\u4e0d\u4e3a\u8fc7\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u56e0\u7d20\u662f\u533a\u5206\u73b0\u4ee3\u94f6\u884c\u5e73\u53f0\u548c\u4ece\u4e00\u5f00\u59cb\u5c31\u5efa\u7acb\u4fe1\u4efb\u7684\u5173\u952e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u4ee3\u94f6\u884c\u5ba2\u6237\u4e60\u60ef\u4e86\u79d1\u6280\u5de8\u5934\u8f7b\u677e\u7684\u7528\u6237\u4f53\u9a8c\uff0c\u56e0\u6b64\u4e5f\u671f\u671b\u4ece\u5176\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u5546\u90a3\u91cc\u83b7\u5f97\u540c\u7b49\u6c34\u5e73\u7684\u5148\u8fdb\u670d\u52a1\u3002\u4ed6\u4eec\u8981\u6c42\u80fd\u591f\u5728\u51e0\u5206\u949f\u5185\uff0c\u800c\u4e0d\u662f\u51e0\u5929\u5185\uff0c\u901a\u8fc7\u667a\u80fd\u624b\u673a\u5b8c\u6210\u5f00\u6237\u3001\u7533\u8bf7\u8d37\u6b3e\u6216\u52a0\u5165\u8d22\u5bcc\u7ba1\u7406\u670d\u52a1\u3002\u8fd9\u79cd\u671f\u671b\u662f\u5728\u65e5\u76ca\u4e25\u683c\u7684\u76d1\u7ba1\u5ba1\u67e5\u80cc\u666f\u4e0b\u4ea7\u751f\u7684\u3002\u9075\u5b88\u2026\u2026\u7b49\u6307\u4ee4 <strong>MiFID II<\/strong> \u5728\u6b27\u6d32\uff0c\u4e25\u683c\u7684\u6807\u51c6 <strong>\u82ac\u5170\u91d1\u878d\u7ba1\u7406\u5c40<\/strong> \u5728\u745e\u58eb\uff0c\u4ee5\u53ca\u5168\u7403\u8303\u56f4\u5185\u7684\u6570\u636e\u9690\u79c1\u6cd5\u89c4\uff0c\u4f8b\u5982 <strong>GDPR<\/strong> \u662f\u4e0d\u53ef\u8c08\u5224\u7684\u3002\u56e0\u6b64\uff0c\u91d1\u878d\u673a\u6784\u9762\u4e34\u7740\u53cc\u91cd\u6311\u6218\uff1a\u63d0\u4f9b\u65e0\u7f1d\u7684\u5ba2\u6237\u4f53\u9a8c\uff0c\u540c\u65f6\u786e\u4fdd\u5f3a\u5927\u7684\u5408\u89c4\u6027\u548c\u5b89\u5168\u6027\u3002\u4e0e\u4f20\u7edf\u94f6\u884c\u4e0d\u540c\uff0c\u4f20\u7edf\u94f6\u884c\u901a\u5e38\u4f9d\u8d56\u4e8e\u624b\u52a8\u3001\u57fa\u4e8e\u7eb8\u5f20\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u8fd9\u4e9b\u6d41\u7a0b\u53ef\u80fd\u7f13\u6162\u4e14\u7e41\u7410\uff0c\u800c\u6570\u5b57\u4f18\u5148\u5e73\u53f0\u5219\u5229\u7528\u81ea\u52a8\u5316\u548c\u53ef\u7f16\u7a0b\u94f6\u884c\uff0c\u4e3a\u4e2d\u5c0f\u4f01\u4e1a\u548c\u73b0\u4ee3\u6d88\u8d39\u8005\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u3001\u9ad8\u6548\u7684\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8fd9\u91cc\uff0c\u6280\u672f\u9009\u62e9\u53d8\u5f97\u81f3\u5173\u91cd\u8981\u3002\u6b63\u786e\u7684\u6570\u5b57\u5165\u804c\u5e73\u53f0\u53ef\u4ee5\u6210\u4e3a\u6218\u7565\u63a8\u52a8\u8005\uff0c\u4e00\u4e2a\u4e0d\u4ec5\u80fd\u81ea\u52a8\u5316\u548c\u4f18\u5316\u6d41\u7a0b\uff0c\u8fd8\u80fd\u4e3a\u672a\u6765\u589e\u957f\u548c\u521b\u65b0\u5960\u5b9a\u57fa\u7840\u7684\u5de5\u5177\u3002\u5728\u8fd9\u4e2a\u7ade\u4e89\u6fc0\u70c8\u7684\u73af\u5883\u4e2d\uff0c\u6709\u4e09\u4e2a\u540d\u5b57\u7ecf\u5e38\u6210\u4e3a\u9876\u7ea7\u7ade\u4e89\u8005\uff1a <strong>\u6295\u8d44\u73bb\u7483<\/strong>, <strong>nCino<\/strong>, \u548c <strong>Backbase<\/strong>. \u6bcf\u4e00\u4e2a\u90fd\u4e3a\u6570\u5b57\u94f6\u884c\u4e1a\u52a1\u7684\u672a\u6765\u63d0\u4f9b\u4e86\u72ec\u7279\u7684\u613f\u666f\u3002\u672c\u6587\u5c06\u6df1\u5165\u63a2\u8ba8\u8fd9\u4e9b\u5e73\u53f0\u7684\u8be6\u7ec6\u6bd4\u8f83\uff0c\u5ba1\u89c6\u5b83\u4eec\u7684\u6838\u5fc3\u7406\u5ff5\u3001\u529f\u80fd\u96c6\u4ee5\u53ca\u5bf9\u4e0d\u540c\u94f6\u884c\u9700\u6c42\u7684\u9002\u7528\u6027\uff0c\u4ee5\u5e2e\u52a9\u60a8\u786e\u5b9a\u54ea\u79cd\u89e3\u51b3\u65b9\u6848\u6700\u9002\u5408\u60a8\u673a\u6784\u7684\u6570\u5b57\u5316\u8f6c\u578b\u4e4b\u65c5\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-head-to-head-comparison-investglass-vs-ncino-vs-backbase\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5bf9\u51b3\u6bd4\u8f83\uff1aInvestGlass\u3001nCino \u4e0e Backbase<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u6b63\u786e\u7684\u6570\u5b57\u5165\u804c\u5e73\u53f0\u662f\u4e00\u4e2a\u5173\u952e\u51b3\u5b9a\uff0c\u5b83\u5c06\u5bf9\u91d1\u878d\u673a\u6784\u7684\u8fd0\u8425\u6548\u7387\u3001\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u521b\u65b0\u80fd\u529b\u4ea7\u751f\u957f\u671f\u5f71\u54cd\u3002\u8fd9\u4e9b\u5e73\u53f0\u5728\u6570\u5b57\u5316\u65b9\u9762\u5904\u4e8e\u9886\u5148\u5730\u4f4d <a href=\"https:\/\/www.investglass.com\/zh\/%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%88%9b%e6%96%b0%e7%9a%84%e4%b8%bb%e8%a6%81%e9%a9%b1%e5%8a%a8%e5%8a%9b%e6%98%af%e4%bb%80%e4%b9%88\/\" target=\"_self\">\u94f6\u884c\u521b\u65b0<\/a>, \uff0c\u4e3a\u6280\u672f\u548c\u5ba2\u6237\u53c2\u4e0e\u6811\u7acb\u884c\u4e1a\u6807\u51c6\u3002\u4e3a\u4e86\u505a\u51fa\u660e\u667a\u7684\u9009\u62e9\uff0c\u4e86\u89e3 InvestGlass\u3001nCino \u548c Backbase \u4e4b\u95f4\u5728\u7406\u5ff5\u548c\u65b9\u6cd5\u4e0a\u7684\u6839\u672c\u533a\u522b\u81f3\u5173\u91cd\u8981\uff0c\u4ee5\u53ca\u5b83\u4eec\u4e0d\u4ec5\u5982\u4f55\u4e3a\u91d1\u878d\u673a\u6784\u670d\u52a1\uff0c\u8fd8\u5982\u4f55\u4e3a\u5bfb\u6c42\u5b9a\u5236\u5316\u91d1\u878d\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u5404\u79cd\u89c4\u6a21\u7684\u4f01\u4e1a\u63d0\u4f9b\u670d\u52a1\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-core-philosophy-and-target-audience\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6838\u5fc3\u7406\u5ff5\u4e0e\u76ee\u6807\u53d7\u4f17<\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>InvestGlass\uff1a<\/strong> \u5176\u6838\u5fc3\u5728\u4e8e, <strong>\u6295\u8d44\u73bb\u7483<\/strong> \u5efa\u7acb\u5728...\u7684\u54f2\u5b66\u4e4b\u4e0a <strong>\u7075\u6d3b\u6027\u548c\u5ba2\u6237\u81f3\u4e0a<\/strong>. \u5b83\u88ab\u8bbe\u8ba1\u4e3a\u4e00\u4e2a\u6574\u4f53\u7684\u3001\u4e00\u4f53\u5316\u7684\u5e73\u53f0\uff0c\u63d0\u4f9b\u4e86\u5bf9\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u771f\u6b63\u7edf\u4e00\u89c6\u56fe\u3002\u867d\u7136\u5b83\u7684\u6839\u6e90\u5728\u4e8e <a 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\">\u8d22\u5bcc\u548c\u8d44\u4ea7\u7ba1\u7406<\/a>, \u5176\u9002\u5e94\u6027\u4f7f\u5176\u6210\u4e3a\u5e7f\u6cdb\u91d1\u878d\u670d\u52a1\u7684\u5f3a\u5927\u5de5\u5177\uff0c\u5305\u62ec <a 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\u96f6\u552e\u94f6\u884c\u548c\u65b0\u6311\u6218\u8005\u94f6\u884c\u3002InvestGlass \u7684\u76ee\u6807\u53d7\u4f17\u662f\u4efb\u4f55\u91cd\u89c6\u654f\u6377\u6027\u3001\u65e0\u9700\u5927\u91cf\u7f16\u7801\u5373\u53ef\u6df1\u5ea6\u5b9a\u5236\uff0c\u4ee5\u53ca\u80fd\u591f\u5728\u4e00\u4e2a\u5e73\u53f0\u4e0a\u7ba1\u7406\u4ece\u521d\u6b65\u63a5\u89e6\u5230\u590d\u6742\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7684\u4efb\u4f55\u91d1\u878d\u673a\u6784\u3002\u5bf9\u4e8e\u5e0c\u671b\u6446\u8131\u5b64\u7acb\u7cfb\u7edf\u5e76\u521b\u9020\u65e0\u7f1d\u3001\u7aef\u5230\u7aef\u5ba2\u6237\u65c5\u7a0b\u7684\u673a\u6784\u6765\u8bf4\uff0c\u8fd9\u662f\u7406\u60f3\u7684\u89e3\u51b3\u65b9\u6848\u3002.<\/li>\n\n\n\n<li><strong>nCino<\/strong> nCino \u5b9a\u4f4d\u4e3a <strong>\u201c\u94f6\u884c\u64cd\u4f5c\u7cfb\u7edf\u201d<\/strong>. \u5b83\u7684\u67b6\u6784\u9ad8\u5ea6\u4fa7\u91cd\u4e8e\u4e91\uff0c\u5e76\u6784\u5efa\u5728Salesforce\u5e73\u53f0\u4e0a\u3002nCino\u7684\u4e3b\u8981\u4f18\u52bf\u548c\u91cd\u70b9\u5728\u4e8e <strong>\u8d37\u6b3e\u53d1\u653e\u548c\u5546\u4e1a\u94f6\u884c<\/strong>. \u5176\u5e73\u53f0\u65e8\u5728\u7b80\u5316\u548c\u81ea\u52a8\u5316\u4ece\u7533\u8bf7\u5230\u5b8c\u6210\u7684\u6574\u4e2a\u8d37\u524d\u8d37\u540e\u6d41\u7a0b\u3002\u5728 <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bc%81%e4%b8%9a%e9%93%b6%e8%a1%8c%e5%85%a5%e8%81%8c%e6%b5%81%e7%a8%8b%e9%a1%bb%e7%9f%a5\/\" target=\"_self\">\u5165\u804c\u548c\u4e1a\u52a1<\/a> \u9a8c\u8bc1\uff0cnCino \u4f7f\u94f6\u884c\u548c\u4fe1\u7528\u5408\u4f5c\u793e\u80fd\u591f\u7ba1\u7406\u548c\u9a8c\u8bc1\u4e0d\u540c\u7684\u5b9e\u4f53\uff0c\u786e\u4fdd\u5408\u89c4\u6027\u548c\u51c6\u786e\u7684\u5ba2\u6237\u8bb0\u5f55\u3002nCino \u7684\u76ee\u6807\u53d7\u4f17\u4e3b\u8981\u662f\u94f6\u884c\u548c\u4fe1\u7528\u5408\u4f5c\u793e\uff0c\u7279\u522b\u662f\u90a3\u4e9b\u62e5\u6709\u5927\u91cf\u5546\u4e1a\u8d37\u6b3e\u7ec4\u5408\u7684\u673a\u6784\uff0c\u5b83\u4eec\u5e0c\u671b\u5b9e\u73b0\u8d37\u6b3e\u4e1a\u52a1\u73b0\u4ee3\u5316\u5e76\u63d0\u9ad8\u8be5\u7279\u5b9a\u9886\u57df\u7684\u6548\u7387\u3002.<\/li>\n\n\n\n<li><strong>\u540e\u53f0\uff1a<\/strong> Backbase \u5021\u5bfc ... \u7684\u7406\u5ff5 <strong>\u201c\u63a5\u89e6\u5f0f\u94f6\u884c\u5e73\u53f0\u201d<\/strong>. \u5176\u7406\u5ff5\u4ee5\u4e00\u4e2a\u4e3a\u4e2d\u5fc3 <strong>\u53ef\u7ec4\u5408\u67b6\u6784<\/strong>, \u8d4b\u80fd\u5927\u578b\u4f01\u4e1a\u6784\u5efa\u5176\u72ec\u7279\u7684\u6570\u5b57\u94f6\u884c\u4f53\u9a8c\u3002Backbase \u63d0\u4f9b\u5168\u9762\u7684\u9884\u6784\u5efa\u7ec4\u4ef6\uff08\u6216\u79f0\u201c\u4ef7\u503c\u6d41\u201d\uff09\u5957\u4ef6\uff0c\u8fd9\u4e9b\u7ec4\u4ef6\u53ef\u4ee5\u8fdb\u884c\u7ec4\u88c5\u548c\u5b9a\u5236\uff0c\u4ee5\u521b\u5efa\u91cf\u8eab\u5b9a\u5236\u7684\u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u79cd\u201c\u8d2d\u4e70\u52a0\u6784\u5efa\u201d\u7684\u65b9\u6cd5\u65e8\u5728\u4e3a\u62e5\u6709\u8d44\u6e90\u548c\u5185\u90e8\u4e13\u4e1a\u77e5\u8bc6\u6765\u627f\u62c5\u91cd\u5927\u5f00\u53d1\u9879\u76ee\u7684\u3001\u6280\u672f\u6210\u719f\u7684\u5927\u578b\u91d1\u878d\u673a\u6784\u63d0\u4f9b\u670d\u52a1\u3002\u4ed6\u4eec\u7684\u76ee\u6807\u53d7\u4f17\u662f\u94f6\u884c\u754c\u7684\u9876\u5c16\u4f01\u4e1a\uff0c\u5305\u62ec\u6311\u6218\u8005\u94f6\u884c\u548c\u5e0c\u671b\u901a\u8fc7\u9ad8\u5ea6\u5b9a\u5236\u5316\u7684\u6570\u5b57\u4ea7\u54c1\u5b9e\u73b0\u5dee\u5f02\u5316\u7684\u673a\u6784\u3002.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-for-digital-onboarding\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6570\u5b57\u5165\u804c\u7684\u5173\u952e\u7279\u6027<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u771f\u6b63\u4e86\u89e3\u8fd9\u4e9b\u5e73\u53f0\u5982\u4f55\u76f8\u4e92\u6bd4\u8f83\uff0c\u5fc5\u987b\u8fdb\u884c\u9010\u9879\u529f\u80fd\u6bd4\u8f83\u3002InvestGlass\u3001nCino \u548c Backbase \u5404\u4e2a\u89e3\u51b3\u65b9\u6848\u90fd\u4f5c\u4e3a\u6570\u5b57\u94f6\u884c\u5e73\u53f0\uff0c\u652f\u6301\u5165\u804c\u6d41\u7a0b\uff0c\u4f7f\u94f6\u884c\u548c\u91d1\u878d\u673a\u6784\u80fd\u591f\u63d0\u4f9b\u5168\u9762\u3001\u57fa\u4e8e\u4e91\u7684\u3001\u5168\u6e20\u9053\u7684\u94f6\u884c\u4f53\u9a8c\u3002\u4e0b\u8868\u5c06\u5b83\u4eec\u5728\u6570\u5b57\u5165\u804c\u6d41\u7a0b\u6700\u5173\u952e\u65b9\u9762\u7684\u529f\u80fd\u8fdb\u884c\u4e86\u7ec6\u5206\uff1a<\/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>nCino<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>Backbase<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>KYC\/AML \u81ea\u52a8\u5316<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4f18\u79c0<\/strong> \u5168\u81ea\u52a8\u3001\u53ef\u5b9a\u5236\u7684 KYC\u3001KYB \u548c AML \u68c0\u67e5\u5de5\u4f5c\u6d41\u7a0b\u3002\u4e0e\u9886\u5148\u7684\u6570\u636e\u63d0\u4f9b\u5546\u96c6\u6210\uff0c\u5b9e\u73b0\u65e0\u7f1d\u9a8c\u8bc1\u3002\u652f\u6301\u50a8\u84c4\u8d26\u6237\u3001\u6295\u8d44\u8d26\u6237\u548c\u8fd0\u8425\u8d26\u6237\u7b49\u5404\u7c7b\u8d26\u6237\u7684\u5f00\u6237\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u597d<\/strong> \u5f3a\u5927\u7684\u529f\u80fd\uff0c\u5c24\u5176\u9002\u5408\u5546\u4e1a\u5ba2\u6237\uff0c\u5177\u5907\u53d7\u76ca\u6240\u6709\u4eba\uff08UBO\uff09\u7b5b\u67e5\u548c\u4f01\u4e1a\u5b9e\u4f53\u9a8c\u8bc1\u7b49\u529f\u80fd\u3002\u53ef\u5904\u7406\u591a\u79cd\u8d26\u6237\u7c7b\u578b\uff0c\u5982\u9ad8\u606f\u50a8\u84c4\u8d26\u6237\u548c\u56fd\u5e93\u7ba1\u7406\u8d26\u6237\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u597d<\/strong> \u63d0\u4f9b\u5f3a\u5927\u7684\u8eab\u4efd\u9a8c\u8bc1\u548c\u5408\u89c4\u6027\u68c0\u67e5\u5de5\u5177\uff0c\u901a\u5e38\u5728\u7b2c\u4e09\u65b9\u96c6\u6210\u652f\u6301\u4e0b\u3002\u652f\u6301\u7ecf\u7eaa\u8d26\u6237\u3001\u6295\u8d44\u57fa\u91d1\u548c\u591a\u8d44\u4ea7\u8d26\u6237\u7684\u5f00\u6237\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u6587\u4ef6\u7ba1\u7406<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4f18\u79c0<\/strong> \u5b89\u5168\u3001\u96c6\u6210\u5316\u7684\u6587\u6863\u95e8\u6237\uff0c\u5177\u5907\u7535\u5b50\u7b7e\u540d\u529f\u80fd\u3002\u5f3a\u5927\u7684\u6587\u6863\u751f\u6210\u548c\u6a21\u677f\u7ba1\u7406\u3002\u652f\u6301\u4e0d\u540c\u8d26\u6237\u7c7b\u578b\u7684\u6587\u6863\u5904\u7406\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u597d<\/strong> Salesforce \u751f\u6001\u7cfb\u7edf\u5185\u652f\u6301\u5f3a\u5927\u7684\u6587\u6863\u7ba1\u7406\u529f\u80fd\uff0c\u5305\u62ec\u7535\u5b50\u7b7e\u540d\u96c6\u6210\u3002\u652f\u6301\u4e00\u7cfb\u5217\u8d26\u6237\u5f00\u7acb\u7684\u6587\u6863\u8bb0\u5f55\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u597d<\/strong> \u4f5c\u4e3a\u5176\u53ef\u7ec4\u5408\u67b6\u6784\u7684\u4e00\u90e8\u5206\uff0c\u63d0\u4f9b\u6587\u6863\u7ba1\u7406\u529f\u80fd\uff0c\u5e76\u7075\u6d3b\u96c6\u6210\u5404\u79cd\u89e3\u51b3\u65b9\u6848\u4ee5\u9002\u5e94\u4e0d\u540c\u7684\u8d26\u6237\u7c7b\u578b\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4f18\u79c0<\/strong> \u4e00\u4e2a\u5f3a\u5927\u3001\u6613\u4e8e\u4f7f\u7528\u7684\u65e0\u4ee3\u7801\u89c4\u5219\u5f15\u64ce\uff0c\u65e0\u9700\u7f16\u7a0b\u5373\u53ef\u521b\u5efa\u590d\u6742\u7684\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u597d<\/strong> \u5f3a\u5927\u7684\u5de5\u4f5c\u6d41\u81ea\u52a8\u5316\u529f\u80fd\uff0c\u4f46\u81ea\u5b9a\u4e49\u53ef\u80fd\u66f4\u590d\u6742\uff0c\u53ef\u80fd\u9700\u8981Salesforce\u5f00\u53d1\u4e13\u4e1a\u77e5\u8bc6\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u597d<\/strong> \u9ad8\u5ea6\u53ef\u5b9a\u5236\u7684\u5de5\u4f5c\u6d41\uff0c\u4f46\u8fd9\u9700\u8981\u5f00\u53d1\u5de5\u4f5c\u6765\u7ec4\u88c5\u548c\u914d\u7f6e\u5404\u79cd\u7ec4\u4ef6\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u5ba2\u6237\u6c9f\u901a<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4f18\u79c0<\/strong> \u5168\u9762\u6574\u5408\u7684 <a 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> \u4e3a\u5ba2\u6237\u63d0\u4f9b\u5b89\u5168\u4e14\u54c1\u724c\u5316\u7684\u6c9f\u901a\u6e20\u9053\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u597d<\/strong> \u5ba2\u6237\u7aef\u6c9f\u901a\u901a\u8fc7Salesforce\u5e73\u53f0\u8fdb\u884c\uff0c\u8be5\u5e73\u53f0\u63d0\u4f9b\u4e86\u4e00\u7cfb\u5217\u4e92\u52a8\u5de5\u5177\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u597d<\/strong> \u542f\u7528\u4e30\u5bcc\u3001\u4ea4\u4e92\u5f0f\u5ba2\u6237\u7aef\u901a\u4fe1\u6e20\u9053\u7684\u521b\u5efa\uff0c\u4f46\u8fd9\u9700\u8981\u5185\u7f6e\u548c\u914d\u7f6e\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u96c6\u6210\u80fd\u529b<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4f18\u79c0<\/strong> \u4e13\u4e3a\u65e0\u7f1d\u96c6\u6210\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u548c\u901a\u8fc7\u5176\u5f00\u653e API \u4e0e\u5404\u79cd\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u96c6\u6210\u800c\u8bbe\u8ba1\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u597d<\/strong> \u7531\u4e8e\u5b83\u5efa\u7acb\u5728 Salesforce \u4e4b\u4e0a\uff0c\u56e0\u6b64\u53d7\u76ca\u4e8e\u5e7f\u6cdb\u7684 Salesforce AppExchange\uff0c\u4f46\u6df1\u5ea6\u96c6\u6210\u53ef\u80fd\u5f88\u590d\u6742\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4f18\u79c0<\/strong> \u5176\u53ef\u7ec4\u5408\u7684\u67b6\u6784\u4e13\u4e3a\u96c6\u6210\u800c\u6784\u5efa\uff0c\u63d0\u4f9b\u4e86\u4e00\u4e2a\u8fde\u63a5\u5668\u548c API \u5e93\uff0c\u53ef\u8fde\u63a5\u5230\u5404\u79cd\u7cfb\u7edf\u3002.<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u5b9a\u5236<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4f18\u79c0<\/strong> \u65e0\u4ee3\u7801\/\u4f4e\u4ee3\u7801\u65b9\u6cd5\u4e3a\u5b9a\u5236\u5165\u804c\u6d41\u7a0b\u7684\u6bcf\u4e2a\u65b9\u9762\u63d0\u4f9b\u4e86\u65e0\u4e0e\u4f26\u6bd4\u7684\u7075\u6d3b\u6027\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u516c\u5e73<\/strong> \u867d\u7136\u53ef\u5b9a\u5236\uff0c\u4f46\u5b83\u901a\u5e38\u6bd4 InvestGlass \u66f4\u50f5\u5316\uff0c\u5e76\u4e14\u91cd\u5927\u66f4\u6539\u901a\u5e38\u9700\u8981 Salesforce \u5f00\u53d1\u4eba\u5458\u3002.<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p><strong>\u4f18\u79c0<\/strong> \u63d0\u4f9b\u9ad8\u5ea6\u53ef\u5b9a\u5236\u6027\uff0c\u4f46\u8fd9\u662f\u901a\u8fc7\u5f00\u53d1\u548c\u914d\u7f6e\u5b9e\u73b0\u7684\uff0c\u800c\u4e0d\u662f\u901a\u8fc7\u65e0\u4ee3\u7801\u754c\u9762\u3002.<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-onboarding-journey-a-practical-walkthrough\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5165\u804c\u6d41\u7a0b\uff1a\u5b9e\u7528\u6307\u5357<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7406\u8bba\u548c\u529f\u80fd\u5217\u8868\u5f88\u91cd\u8981\uff0c\u4f46\u8981\u771f\u6b63\u638c\u63e1\u8fd9\u4e9b\u5e73\u53f0\u4e4b\u95f4\u7684\u5dee\u5f02\uff0c\u8ba9\u6211\u4eec\u6765\u770b\u770b\u5b83\u4eec\u5c06\u5982\u4f55\u5904\u7406\u5e38\u89c1\u7684\u5165\u804c\u573a\u666f\u3002\u8fd9\u4e9b\u5e73\u53f0\u4f7f\u94f6\u884c\u80fd\u591f\u81ea\u52a8\u5316\u6d41\u7a0b\uff0c\u63d0\u9ad8\u6548\u7387\u5e76\u964d\u4f4e\u8fd0\u8425\u6210\u672c\u3002\u8fd9\u6b21\u5b9e\u9645\u8003\u5bdf\u5c06\u91cd\u70b9\u4ecb\u7ecd\u5176\u4e0d\u540c\u7684\u67b6\u6784\u548c\u7406\u5ff5\u65b9\u6cd5\u7684\u5b9e\u9645\u5f71\u54cd\uff0c\u5305\u62ec\u94f6\u884c\u5982\u4f55\u901a\u8fc7\u4e0e\u5408\u9002\u7684\u6280\u672f\u4f9b\u5e94\u5546\u5408\u4f5c\u6765\u5347\u7ea7\u5176\u5165\u804c\u548c\u540e\u53f0\u8fd0\u8425\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-retail-banking-scenario-onboarding-a-new-current-account-customer\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u96f6\u552e\u94f6\u884c\u4e1a\u52a1\u573a\u666f\uff1a\u65b0\u5f00\u6237\uff08\u6d3b\u671f\u8d26\u6237\uff09\u5ba2\u6237\u7684\u5165\u5e93<\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u76ee\u6807\uff1a<\/strong> \u4e00\u79cd\u5feb\u901f\u3001\u79fb\u52a8\u4f18\u5148\u7684\u4f53\u9a8c\uff0c\u8ba9\u65b0\u5ba2\u6237\u80fd\u591f\u5728\u4e94\u5206\u949f\u5185\u4ee5\u6700\u5c0f\u7684\u963b\u529b\u5f00\u8bbe\u6d3b\u671f\u8d26\u6237\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>InvestGlass\uff1a<\/strong> \u65c5\u7a0b\u59cb\u4e8e\u4e00\u4e2a\u7b80\u5355\u800c\u4f18\u96c5\u7684\u6570\u5b57\u8868\u5355\uff0c\u5b83\u53ef\u4ee5\u5d4c\u5165\u4efb\u4f55\u5730\u65b9\uff1a\u94f6\u884c\u7f51\u7ad9\u3001\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\uff0c\u751a\u81f3\u53ef\u4ee5\u901a\u8fc7\u4e8c\u7ef4\u7801\u8bbf\u95ee\u3002\u8be5\u8868\u5355\u662f\u5b8c\u5168\u53ef\u5b9a\u5236\u7684\uff0c\u53ef\u4ee5\u4f7f\u7528 <strong>\u6295\u8d44\u73bb\u7483<\/strong> \u65e0\u4ee3\u7801\u7f16\u8f91\u5668\uff0c\u8ba9\u94f6\u884c\u80fd\u591f\u7cbe\u786e\u5730\u5b9a\u5236\u95ee\u9898\u548c\u54c1\u724c\u3002\u5f53\u5ba2\u6237\u586b\u5199\u8be6\u7ec6\u4fe1\u606f\u65f6\uff0c\u5e73\u53f0\u7684\u89c4\u5219\u5f15\u64ce\u5728\u540e\u53f0\u8fd0\u884c\uff0c\u8fdb\u884c\u5b9e\u65f6\u9a8c\u8bc1\u5e76\u5728\u53ef\u80fd\u7684\u60c5\u51b5\u4e0b\u9884\u586b\u4fe1\u606f\u3002\u6587\u4ef6\u63d0\u4ea4\u975e\u5e38\u65b9\u4fbf\uff1b\u5ba2\u6237\u53ea\u9700\u7528\u624b\u673a\u62cd\u6444\u8eab\u4efd\u8bc1\u7167\u7247\uff0c\u5e73\u53f0\u96c6\u6210\u7684 OCR \u6280\u672f\u5373\u53ef\u63d0\u53d6\u6240\u9700\u4fe1\u606f\u3002\u7535\u5b50\u7b7e\u540d\u5728\u540c\u4e00\u5de5\u4f5c\u6d41\u7a0b\u4e2d\u65e0\u7f1d\u6355\u83b7\u3002\u6574\u4e2a\u8fc7\u7a0b\u662f\u4e00\u4e2a\u5355\u4e00\u7684\u3001\u8fde\u7eed\u7684\u65c5\u7a0b\uff0c\u8d26\u6237\u53ef\u4ee5\u5728\u51e0\u5206\u949f\u5185\u5f00\u901a\u5e76\u6ce8\u8d44\uff0c\u4f7f\u5ba2\u6237\u80fd\u591f\u901a\u8fc7\u5e73\u53f0\u9ad8\u6548\u5730\u7ba1\u7406\u548c\u8f6c\u8d26\u3002\u5ba2\u6237\u7acb\u5373\u901a\u8fc7\u54c1\u724c\u5316\u7684\u5ba2\u6237\u95e8\u6237\u8bbf\u95ee\u4ed6\u4eec\u7684\u65b0\u8d26\u6237\uff0c\u7ed9\u4eba\u7559\u4e0b\u826f\u597d\u7684\u7b2c\u4e00\u5370\u8c61\u3002.<\/li>\n\n\n\n<li><strong>nCino<\/strong> nCino \u7684\u96f6\u552e\u8d26\u6237\u5f00\u7acb\u6d41\u7a0b\u4e5f\u5f97\u5230\u4e86\u7cbe\u7b80\u548c\u6570\u5b57\u5316\u3002\u5b83\u5229\u7528\u5176\u201c\u6570\u5b57\u8d26\u6237\u5f00\u7acb\u201d\u89e3\u51b3\u65b9\u6848\uff0c\u4e3a\u5ba2\u6237\u63d0\u4f9b\u6307\u5bfc\u6027\u5de5\u4f5c\u6d41\u7a0b\u3002\u8fd9\u79cd\u4f53\u9a8c\u7b80\u6d01\u9ad8\u6548\uff0c\u5f15\u5bfc\u7528\u6237\u5b8c\u6210\u6570\u636e\u8f93\u5165\u3001\u6587\u6863\u4e0a\u4f20\u7b49\u5fc5\u8981\u6b65\u9aa4\uff0c <a 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>. \u96c6\u6210\u7684\u652f\u4ed8\u529f\u80fd\u548c\u6570\u5b57\u652f\u4ed8\u80fd\u529b\u4f5c\u4e3a\u5165\u804c\u6d41\u7a0b\u7684\u4e00\u90e8\u5206\u63d0\u4f9b\uff0c\u652f\u6301\u65b0\u5ba2\u6237\u7684\u65e0\u7f1d\u4ea4\u6613\u3002\u7531\u4e8e nCino \u57fa\u4e8e Salesforce \u6784\u5efa\uff0c\u6240\u6709\u6355\u83b7\u7684\u6570\u636e\u76f4\u63a5\u6d41\u5165 CRM\uff0c\u521b\u5efa\u65b0\u7684\u5ba2\u6237\u8bb0\u5f55\u3002\u4f46\u662f\uff0c\u4e0e InvestGlass \u76f8\u6bd4\uff0c\u524d\u7aef\u7528\u6237\u4f53\u9a8c\u7684\u6df1\u5ea6\u5b9a\u5236\u7a0b\u5ea6\u53ef\u80fd\u4e0d\u591f\u7075\u6d3b\uff0c\u9664\u975e\u94f6\u884c\u5728 Salesforce \u5e73\u53f0\u4e0a\u8fdb\u884c\u989d\u5916\u7684\u5f00\u53d1\u3002\u5176\u91cd\u70b9\u66f4\u591a\u5728\u4e8e\u5185\u90e8\u5de5\u4f5c\u6d41\u7a0b\u7684\u6548\u7387\uff0c\u800c\u975e\u5ba2\u6237\u754c\u9762\u7c92\u5ea6\u7684\u5b9a\u5236\u3002.<\/li>\n\n\n\n<li><strong>\u540e\u53f0\uff1a<\/strong> \u4f7f\u7528 Backbase\uff0c\u94f6\u884c\u53ef\u4ee5\u5229\u7528\u8be5\u5e73\u53f0\u9884\u5148\u6784\u5efa\u7684\u7ec4\u4ef6\u6765\u6784\u5efa\u81ea\u5df1\u7684\u96f6\u552e\u5f00\u6237\u6d41\u7a0b\u3002\u8fd9\u63d0\u4f9b\u4e86\u5de8\u5927\u7684\u529b\u91cf\u548c\u7075\u6d3b\u6027\u3002\u94f6\u884c\u53ef\u4ee5\u8bbe\u8ba1\u9ad8\u5ea6\u72ec\u7279\u4e14\u5177\u54c1\u724c\u7279\u8272\u7684\u4f53\u9a8c\uff0c\u878d\u5165\u590d\u6742\u7684\u7279\u6027\u3001\u52a8\u753b\u4ee5\u53ca\u96c6\u6210\u7684\u652f\u4ed8\u89e3\u51b3\u65b9\u6848\uff0c\u5982\u201c\u94f6\u884c\u652f\u4ed8\u201d\u6216\u5b9e\u65f6\u652f\u4ed8\u9009\u9879\u3002\u7136\u800c\uff0c\u8fd9\u4e00\u5207\u90fd\u662f\u6709\u4ee3\u4ef7\u7684\u3002\u4ece\u7528\u6237\u754c\u9762\u5230\u540e\u7aef\u96c6\u6210\uff0c\u6574\u4e2a\u6d41\u7a0b\u90fd\u9700\u8981\u7531\u94f6\u884c\u7684\u5f00\u53d1\u56e2\u961f\u8fdb\u884c\u7ec4\u88c5\u3001\u914d\u7f6e\u548c\u7ef4\u62a4\u3002\u867d\u7136\u6700\u7ec8\u7ed3\u679c\u53ef\u80fd\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\uff0c\u4f46\u4e0e InvestGlass \u7b49\u89e3\u51b3\u65b9\u6848\u7684\u5f00\u7bb1\u5373\u7528\u7075\u6d3b\u6027\u76f8\u6bd4\uff0c\u4e0a\u5e02\u65f6\u95f4\u4f1a\u5927\u5927\u5ef6\u957f\uff0c\u521d\u59cb\u6295\u8d44\u4e5f\u4f1a\u9ad8\u5f97\u591a\u3002.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-wealth-management-scenario-onboarding-a-high-net-worth-individual\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u8d22\u5bcc\u7ba1\u7406\u573a\u666f\uff1a\u9ad8\u51c0\u503c\u4eba\u58eb\u7684\u5165\u804c<\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u76ee\u6807\uff1a<\/strong> \u4e00\u79cd\u5148\u8fdb\u3001\u4e2a\u6027\u5316\u4e14\u6ce8\u91cd\u7ec6\u8282\u7684\u5165\u804c\u4f53\u9a8c\uff0c\u5b83\u80fd\u4f53\u73b0\u8d22\u5bcc\u7ba1\u7406\u670d\u52a1\u7684\u5c0a\u8d35\u7279\u8d28\uff0c\u540c\u65f6\u4fdd\u6301\u9ad8\u6548\u548c\u5408\u89c4\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>InvestGlass\uff1a<\/strong> \u8fd9\u662f <strong>\u6295\u8d44\u73bb\u7483<\/strong> \u5e73\u53f0\u771f\u6b63\u5927\u653e\u5f02\u5f69\u3002\u9ad8\u51c0\u503c\u4eba\u58eb (HNWI) \u7684\u5165\u804c\u6d41\u7a0b\u5f88\u5c11\u662f\u7b80\u5355\u7684\u3001\u7ebf\u6027\u7684\u8868\u683c\u3002\u4f5c\u4e3a\u5168\u9762\u6570\u5b57\u5316\u8d22\u5bcc\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u7684\u4e00\u90e8\u5206\uff0c\u5b83\u6d89\u53ca\u590d\u6742\u7684\u9002\u5f53\u6027\u8bc4\u4f30\u3001\u98ce\u9669\u8bc4\u4f30\u548c\u8be6\u7ec6\u8d22\u52a1\u4fe1\u606f\u7684\u6536\u96c6\u3002InvestGlass \u65e0\u4ee3\u7801\u5de5\u4f5c\u6d41\u7a0b\u5f15\u64ce\u5141\u8bb8\u521b\u5efa\u52a8\u6001\u4e14\u667a\u80fd\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u4ee5\u9002\u5e94\u5ba2\u6237\u7684\u5177\u4f53\u60c5\u51b5\u3002\u4f8b\u5982\uff0c\u6839\u636e\u5ba2\u6237\u58f0\u660e\u7684\u51c0\u8d44\u4ea7\uff0c\u5e73\u53f0\u53ef\u4ee5\u81ea\u52a8\u89e6\u53d1\u589e\u5f3a\u7684\u5c3d\u804c\u8c03\u67e5\u68c0\u67e5\u3002 <a href=\"https:\/\/www.investglass.com\/zh\/%e6%9c%89%e6%95%88%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%8a%a1%e7%9a%84%e9%a1%b6%e7%ba%a7%e7%ad%96%e7%95%a5\/\" target=\"_self\">\u5173\u7cfb\u7ecf\u7406<\/a> \u901a\u8fc7\u4ed6\u4eec\u4e13\u7528\u7684\u4eea\u8868\u677f\uff0c\u53ef\u4ee5\u5168\u9762\u3001\u5b9e\u65f6\u5730\u4e86\u89e3\u5165\u804c\u6d41\u7a0b\u3002\u4ed6\u4eec\u53ef\u4ee5\u901a\u8fc7\u5b89\u5168\u7684\u5e73\u53f0\u76f4\u63a5\u4e0e\u5ba2\u6237\u534f\u4f5c <a 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>, \uff0c\u56de\u7b54\u95ee\u9898\uff0c\u5e76\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u5efa\u8bae\u548c\u6307\u5bfc\u3002\u8be5\u5e73\u53f0\u53ef\u4ee5\u81ea\u52a8\u751f\u6210\u6240\u6709\u5fc5\u8981\u7684\u6cd5\u5f8b\u6587\u4ef6\u548c\u5408\u540c\uff0c\u5e76\u9884\u5148\u586b\u5199\u5ba2\u6237\u7684\u4fe1\u606f\uff0c\u5373\u53ef\u8fdb\u884c\u7535\u5b50\u7b7e\u540d\u3002CRM\u7684\u65e0\u7f1d\u96c6\u6210 <a href=\"https:\/\/www.investglass.com\/zh\/2025-%e5%b9%b4%e6%9c%80%e9%80%82%e5%90%88%e8%81%aa%e6%98%8e%e6%8a%95%e8%b5%84%e8%80%85%e7%9a%84-6-%e6%ac%be%e5%85%8d%e8%b4%b9%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88%e7%ae%a1%e7%90%86%e8%bd%af%e4%bb%b6\/\" target=\"_self\">\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf<\/a> \u8fd9\u610f\u5473\u7740\uff0c\u4e00\u65e6\u5165\u804c\u6d41\u7a0b\u5b8c\u6210\uff0c\u5ba2\u6237\u7684\u6295\u8d44\u7ec4\u5408\u5c31\u53ef\u4ee5\u5728\u4e00\u4e2a\u7edf\u4e00\u7684\u5e73\u53f0\u4e0a\u8fdb\u884c\u8bbe\u7f6e\u548c\u7ba1\u7406\u3002\u8fd9\u521b\u9020\u4e86\u4e00\u79cd\u771f\u6b63\u6574\u4f53\u4e14\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u5ba2\u6237\u4f53\u9a8c\u3002.<\/li>\n\n\n\n<li><strong>nCino<\/strong> \u867d\u7136nCino\u5177\u5907\u8d22\u5bcc\u7ba1\u7406\u80fd\u529b\uff0c\u4f46\u5176\u4e3b\u8981\u91cd\u70b9\u4ecd\u7136\u662f\u8d37\u6b3e\u3002\u5165\u804c\u6d41\u7a0b\u5c06\u662f <a 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\">\u901a\u8fc7\u5176CRM\u8fdb\u884c\u7ba1\u7406<\/a> \u529f\u80fd\uff0c\u4f46\u53ef\u80fd\u7f3a\u5c11 InvestGlass \u539f\u751f\u7684\u4e13\u4e1a\u8d22\u5bcc\u7ba1\u7406\u529f\u80fd\u3002\u4f8b\u5982\uff0c\u7b26\u5408 MiFID II \u5408\u89c4\u6027\u8981\u6c42\u7684\u590d\u6742\u9002\u7528\u6027\u548c\u98ce\u9669\u5206\u6790\u5de5\u5177\u53ef\u80fd\u9700\u8981\u5b9a\u5236\u6784\u5efa\u6216\u4ece\u7b2c\u4e09\u65b9\u4f9b\u5e94\u5546\u96c6\u6210\u3002\u5de5\u4f5c\u6d41\u7a0b\u4f1a\u5f88\u9ad8\u6548\uff0c\u4f46\u53ef\u80fd\u6ca1\u6709 InvestGlass \u90a3\u6837\u540c\u7b49\u6c34\u5e73\u7684\u5185\u7f6e\u3001\u9762\u5411\u8d22\u5bcc\u7684\u667a\u80fd\u3002.<\/li>\n\n\n\n<li><strong>\u540e\u53f0\uff1a<\/strong> \u94f6\u884c\u5f53\u7136\u53ef\u4ee5\u4f7f\u7528 Backbase \u6765\u6784\u5efa\u4e00\u4e2a\u7f8e\u89c2\u4e14\u5b9a\u5236\u5316\u7684\u8d22\u5bcc\u7ba1\u7406\u5165\u804c\u4f53\u9a8c\u3002\u8be5\u5e73\u53f0\u7684\u7075\u6d3b\u6027\u5141\u8bb8\u521b\u5efa\u4e00\u4e2a\u9ad8\u5ea6\u4e92\u52a8\u4e14\u5f15\u4eba\u5165\u80dc\u7684\u65c5\u7a0b\u3002\u7136\u800c\uff0c\u6311\u6218\u4f9d\u7136\u5b58\u5728\uff1a\u94f6\u884c\u9700\u8981\u81ea\u5df1\u6784\u5efa\u5b83\u3002\u8fd9\u4e0d\u4ec5\u5305\u62ec\u9762\u5411\u5ba2\u6237\u7684\u754c\u9762\uff0c\u8fd8\u5305\u62ec\u9002\u7528\u4e8e\u9002\u7528\u6027\u3001\u98ce\u9669\u8bc4\u4f30\u548c\u5408\u89c4\u6027\u7684\u590d\u6742\u4e1a\u52a1\u903b\u8f91\u3002\u590d\u5236 InvestGlass \u5f00\u7bb1\u5373\u7528\u7684\u590d\u6742\u8d22\u5bcc\u7ba1\u7406\u529f\u80fd\u7684\u6210\u672c\u548c\u65f6\u95f4\u5c06\u662f\u5de8\u5927\u7684\u3002.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-corporate-banking-scenario-onboarding-a-new-business-client\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4f01\u4e1a\u94f6\u884c\u573a\u666f\uff1a\u65b0\u4f01\u4e1a\u5ba2\u6237\u5165\u804c<\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u76ee\u6807\uff1a<\/strong> \u4e00\u79cd\u7a33\u5065\u800c\u5468\u5168\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u80fd\u591f\u5904\u7406\u590d\u6742\u7684\u516c\u53f8\u7ed3\u6784\u3001\u53d7\u76ca\u6240\u6709\u4eba\u4ee5\u53ca\u5e7f\u6cdb\u7684\u5c3d\u804c\u8c03\u67e5\uff0c\u540c\u65f6\u529b\u6c42\u9ad8\u6548\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>InvestGlass\uff1a<\/strong> \u7684\u7075\u6d3b\u6027 <strong>\u6295\u8d44\u73bb\u7483<\/strong> \u5e73\u53f0\u5728\u5904\u7406\u4f01\u4e1a\u5165\u804c\u7684\u590d\u6742\u6027\u65b9\u9762\u662f\u4e00\u9879\u91cd\u8981\u8d44\u4ea7\u3002\u8be5\u5e73\u53f0\u7684\u52a8\u6001\u8868\u5355\u548c\u5de5\u4f5c\u6d41\u5f15\u64ce\u53ef\u4ee5\u8f7b\u677e\u5904\u7406\u4f01\u4e1a\u7ed3\u6784\u7684\u53ef\u53d8\u6027\u3002\u8be5\u7cfb\u7edf\u53ef\u4ee5\u914d\u7f6e\u4e3a\u6839\u636e\u6cd5\u5f8b\u5b9e\u4f53\u7684\u7c7b\u578b\u81ea\u52a8\u8bf7\u6c42\u5fc5\u8981\u7684\u6587\u4ef6\uff0c\u5e76\u4e14\u53ef\u4ee5\u7ba1\u7406\u591a\u4e2a\u8463\u4e8b\u548c\u6700\u7ec8\u53d7\u76ca\u6240\u6709\u4eba\uff08UBO\uff09\u7684\u4fe1\u606f\u6536\u96c6\u548c\u9a8c\u8bc1\u3002InvestGlass \u8fd8\u652f\u6301\u4e3a\u4f01\u4e1a\u5ba2\u6237\u8fdb\u884c\u6536\u6b3e\u548c\u5e94\u6536\u8d26\u6b3e\u7ba1\u7406\uff0c\u4ece\u800c\u5b9e\u73b0\u9ad8\u6548\u7684\u4ed8\u6b3e\u6536\u6b3e\u548c\u73b0\u91d1\u7ba1\u7406\u6d41\u7a0b\u81ea\u52a8\u5316\u3002\u96c6\u6210\u7684\u6587\u6863\u95e8\u6237\u6210\u4e3a\u6240\u6709\u5fc5\u9700\u6cd5\u5f8b\u6587\u4ef6\u7684\u4e2d\u592e\u5b58\u50a8\u5e93\uff0c\u800c\u8be5\u5e73\u53f0\u5f3a\u5927\u7684\u641c\u7d22\u548c\u62a5\u544a\u529f\u80fd\u4f7f\u5408\u89c4\u56e2\u961f\u80fd\u591f\u8f7b\u677e\u5730\u5ba1\u67e5\u548c\u6279\u51c6\u7533\u8bf7\u3002\u521b\u5efa\u81ea\u5b9a\u4e49\u6e05\u5355\u548c\u81ea\u52a8\u5316\u4efb\u52a1\u7684\u80fd\u529b\u786e\u4fdd\u4e86\u5c3d\u804c\u8c03\u67e5\u8fc7\u7a0b\u4e2d\u7684\u4efb\u4f55\u6b65\u9aa4\u90fd\u4e0d\u4f1a\u88ab\u9057\u6f0f\u3002\u6240\u6709\u8fd9\u4e9b\u90fd\u5728\u540c\u4e00\u4e2a\u7cfb\u7edf\u4e2d\u8fdb\u884c\u7ba1\u7406\u3002 <a 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> \u5c06\u7ba1\u7406\u6301\u7eed\u7684\u5ba2\u6237\u5173\u7cfb\u3002.<\/li>\n\n\n\n<li><strong>nCino<\/strong> \u8fd9\u662f nCino \u7684\u6838\u5fc3\u4f18\u52bf\u3002\u5176\u201c\u5546\u4e1a\u5165\u804c\u201d\u89e3\u51b3\u65b9\u6848\u4e13\u4e3a\u6ee1\u8db3\u590d\u6742\u5546\u4e1a\u5b9e\u4f53\u7684\u9700\u6c42\u800c\u8bbe\u8ba1\u3002\u5b83\u62e5\u6709\u5f3a\u5927\u7684\u529f\u80fd\uff0c\u53ef\u7ba1\u7406\u590d\u6742\u7684\u516c\u53f8\u7ed3\u6784\u3001\u8bc6\u522b\u6700\u7ec8\u53d7\u76ca\u4eba (UBO) \u5e76\u81ea\u52a8\u5316\u5c3d\u804c\u8c03\u67e5\u68c0\u67e5\u3002\u8be5\u5e73\u53f0\u4e0e\u7b2c\u4e09\u65b9\u6570\u636e\u63d0\u4f9b\u5546\u96c6\u6210\u4ee5\u8fdb\u884c\u4e1a\u52a1\u9a8c\u8bc1\u662f\u4e00\u9879\u5173\u952e\u4f18\u52bf\u3002\u5de5\u4f5c\u6d41\u7a0b\u9ad8\u5ea6\u7ed3\u6784\u5316\uff0c\u5e76\u9488\u5bf9\u5546\u4e1a\u8d37\u6b3e\u73af\u5883\u7684\u6548\u7387\u8fdb\u884c\u4e86\u4f18\u5316\u3002\u7136\u800c\uff0c\u5bf9\u4e8e\u4e3b\u8981\u4e0d\u5bfb\u6c42\u8d37\u6b3e\u4ea7\u54c1\u7684\u4f01\u4e1a\u5ba2\u6237\u800c\u8a00\uff0c\u8be5\u5e73\u53f0\u53ef\u80fd\u8fc7\u4e8e\u4fa7\u91cd\u4e8e\u5ba2\u6237\u5173\u7cfb\u4e2d\u7684\u4fe1\u8d37\u65b9\u9762\u3002.<\/li>\n\n\n\n<li><strong>\u540e\u53f0\uff1a<\/strong> Backbase \u53ef\u7528\u4e8e\u6784\u5efa\u4f01\u4e1a\u5165\u804c\u89e3\u51b3\u65b9\u6848\uff0c\u4f46\u8fd9\u9700\u8981\u4ed8\u51fa\u5de8\u5927\u7684\u52aa\u529b\u3002\u94f6\u884c\u9700\u8981\u5f00\u53d1\u4e1a\u52a1\u903b\u8f91\u6765\u5904\u7406\u4e0d\u540c\u7684\u516c\u53f8\u7ed3\u6784\uff0c\u7ba1\u7406\u53d7\u76ca\u6240\u6709\u4eba\u4fe1\u606f\u7684\u6536\u96c6\uff0c\u5e76\u4e0e\u5fc5\u8981\u7684\u6570\u636e\u63d0\u4f9b\u5546\u96c6\u6210\u4ee5\u8fdb\u884c\u9a8c\u8bc1\u3002\u867d\u7136\u6700\u7ec8\u7ed3\u679c\u53ef\u80fd\u662f\u4e00\u4e2a\u9ad8\u5ea6\u5b9a\u5236\u5316\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u4f46\u6240\u9700\u7684\u65f6\u95f4\u548c\u8d44\u6e90\u5c06\u662f\u76f8\u5f53\u53ef\u89c2\u7684\uff0c\u7279\u522b\u662f\u4e0e nCino \u548c InvestGlass \u5728\u8fd9\u4e00\u9886\u57df\u4e13\u95e8\u7684\u5f00\u7bb1\u5373\u7528\u529f\u80fd\u76f8\u6bd4\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-deep-dive-the-investglass-advantage-for-digital-onboarding\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6df1\u5ea6\u89e3\u6790\uff1aInvestGlass \u4e3a\u6570\u5b57\u5316\u5165\u804c\u5e26\u6765\u7684\u4f18\u52bf<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u867d\u7136 nCino \u548c Backbase \u5728\u5404\u81ea\u7684\u9886\u57df\u90fd\u662f\u5f3a\u5927\u7684\u5e73\u53f0\uff0c, <strong>\u6295\u8d44\u73bb\u7483<\/strong> \u63d0\u4f9b\u4e86\u4e00\u7cfb\u5217\u72ec\u7279\u7684\u529f\u80fd\u548c\u4e00\u79cd\u54f2\u5b66\u65b9\u6cd5\uff0c\u4f7f\u5176\u5728\u66f4\u5e7f\u6cdb\u7684\u6570\u5b57\u5165\u804c\u548c <a href=\"https:\/\/www.investglass.com\/zh\/%e5%ae%a2%e6%88%b7%e7%94%9f%e5%91%bd%e5%91%a8%e6%9c%9f%e7%ae%a1%e7%90%86%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%8a%a1%e7%bb%88%e6%9e%81%e6%8c%87%e5%8d%97\/\" target=\"_self\">\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406<\/a>. InvestGlass \u7684\u8bbe\u8ba1\u65e8\u5728\u6210\u4e3a\u5ba2\u6237\u91d1\u878d\u5173\u7cfb\u7684\u4e2d\u5fc3\uff0c\u63d0\u4f9b\u7edf\u4e00\u7684\u89c6\u56fe\u548c\u65e0\u7f1d\u7684\u5ba2\u6237\u4e92\u52a8\u7ba1\u7406\u3002\u5b83\u4e0d\u4ec5\u4ec5\u662f\u94f6\u884c\u5173\u7cfb\u67d0\u4e2a\u90e8\u5206\u7684\u5de5\u5177\uff1b\u5b83\u662f\u4e00\u4e2a\u8d2f\u7a7f\u6574\u4e2a\u5173\u7cfb\u7684\u652f\u6301\u5e73\u53f0\uff0c\u901a\u8fc7\u5c06\u91d1\u878d\u670d\u52a1\u76f4\u63a5\u5d4c\u5165\u5230\u5176\u4ed6\u6570\u5b57\u5e73\u53f0\u548c\u4ea7\u54c1\u4e2d\uff0c\u4ece\u800c\u652f\u6301\u5d4c\u5165\u5f0f\u91d1\u878d\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-unmatched-flexibility-with-a-no-code-approach\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u65e0\u4ee3\u7801\u65b9\u6cd5\u5e26\u6765\u65e0\u4e0e\u4f26\u6bd4\u7684\u7075\u6d3b\u6027<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">InvestGlass \u6700\u91cd\u8981\u7684\u4f18\u52bf\u5728\u4e8e\u5176 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u65e0\u4ee3\u7801\/\u4f4e\u4ee3\u7801\u7406\u5ff5<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">. \u5728\u5feb\u901f\u53d8\u5316\u7684\u91d1\u878d\u683c\u5c40\u4e2d\uff0c\u654f\u6377\u6027\u662f\u5173\u952e\u3002\u80fd\u591f\u5728\u4e0d\u7ecf\u8fc7\u6f2b\u957f\u4e14\u6602\u8d35\u7684\u5f00\u53d1\u5468\u671f\u7684\u60c5\u51b5\u4e0b\u5feb\u901f\u9002\u5e94\u548c\u4fee\u6539\u5165\u804c\u6d41\u7a0b\uff0c\u8fd9\u662f\u6e38\u620f\u89c4\u5219\u7684\u6539\u53d8\u8005\u3002InvestGlass \u7684\u65e0\u4ee3\u7801\u89c4\u5219\u5f15\u64ce\u548c\u8868\u5355\u751f\u6210\u5668\u8d4b\u80fd\u4e1a\u52a1\u7528\u6237\uff0c\u4e5f\u5c31\u662f\u771f\u6b63\u4e86\u89e3\u5ba2\u6237\u548c\u4e1a\u52a1\u9700\u6c42\u7684\u4eba\uff0c\u6765\u521b\u5efa\u548c\u4fee\u6539\u5de5\u4f5c\u6d41\u7a0b\u3002\u8fd9\u79cd\u6280\u672f\u7684\u6c11\u4e3b\u5316\u610f\u5473\u7740\u94f6\u884c\u53ef\u4ee5\u5728\u51e0\u5929\u5185\u800c\u4e0d\u662f\u51e0\u4e2a\u6708\u5185\u63a8\u51fa\u65b0\u4ea7\u54c1\u6216\u9002\u5e94\u65b0\u6cd5\u89c4\u3002\u8fd9\u79cd\u7ea7\u522b\u7684\u654f\u6377\u6027\u5bf9\u4e8e nCino \u66f4\u50f5\u5316\u7684\u7ed3\u6784\u6216 Backbase \u4ee5\u5f00\u53d1\u4e3a\u91cd\u7684\u65b9\u6cd5\u6765\u8bf4\u662f\u4e0d\u53ef\u884c\u7684\u3002\u5bf9\u4e8e\u5e0c\u671b\u5feb\u901f\u521b\u65b0\u7684\u673a\u6784\u6765\u8bf4\uff0c\u8fd9\u662f\u4e00\u4e2a\u5f3a\u5927\u7684\u5dee\u5f02\u5316\u56e0\u7d20\u3002\u8fd9\u662f...\u7684\u7cbe\u9ad3 <\/span><a 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\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u65e0\u4ee3\u7801\u81ea\u52a8\u5316<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-a-truly-unified-client-view\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u771f\u6b63\u7edf\u4e00\u7684\u5ba2\u6237\u89c6\u56fe<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4f46\u5f88\u591a\u5e73\u53f0\u58f0\u79f0\u80fd\u63d0\u4f9b\u5ba2\u6237\u7684360\u5ea6\u5168\u666f\u89c6\u56fe\uff0c <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6295\u8d44\u73bb\u7483<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u5b9e\u73b0\u4e86\u771f\u6b63\u53d8\u9769\u6027\u7684\u627f\u8bfa\u3002\u56e0\u4e3a\u8be5\u5e73\u53f0\u662f\u4e00\u4e2a\u4e00\u4f53\u5316\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u6db5\u76d6\u4e86\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u5165\u804c\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5ba2\u6237\u95e8\u6237\uff0c\u6240\u6709\u6570\u636e\u90fd\u96c6\u4e2d\u5728\u4e00\u4e2a\u5730\u65b9\u3002\u6ca1\u6709\u4fe1\u606f\u5b64\u5c9b\u3002\u8d1f\u8d23\u65b0\u5ba2\u6237\u5165\u804c\u7684\u5173\u7cfb\u7ecf\u7406\u53ef\u4ee5\u8bbf\u95ee\u4e0e\u8d1f\u8d23\u7ba1\u7406\u5176\u6295\u8d44\u7684\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u76f8\u540c\u7684\u4fe1\u606f\u3002\u8fd9\u79cd\u5355\u4e00\u4e8b\u5b9e\u6765\u6e90\u5177\u6709\u6781\u5176\u5f3a\u5927\u7684\u529b\u91cf\u3002\u5b83\u80fd\u591f\u5b9e\u73b0\u4e0e\u7531\u4e00\u7ec4\u5206\u6563\u3001\u677e\u6563\u96c6\u6210\u7684\u7cfb\u7edf\u65e0\u6cd5\u8fbe\u5230\u7684\u4e2a\u6027\u5316\u548c\u4e3b\u52a8\u670d\u52a1\u6c34\u5e73\u3002\u8fd9\u662f\u5efa\u7acb\u6df1\u539a\u3001\u6301\u4e45\u5ba2\u6237\u5173\u7cfb\u7684\u57fa\u7840\uff0c\u4e5f\u662f\u6838\u5fc3\u539f\u5219\u4e4b\u4e00\u3002 <\/span><a 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\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>InvestGlass \u91d1\u878d\u670d\u52a1 CRM<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swiss-grade-security-and-data-sovereignty\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u745e\u58eb\u7ea7\u5b89\u5168\u548c\u6570\u636e\u4e3b\u6743<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5728\u6570\u636e\u9690\u79c1\u548c\u7f51\u7edc\u5b89\u5168\u65e5\u76ca\u53d7\u5230\u91cd\u89c6\u7684\u65f6\u4ee3\uff0c\u745e\u58eb\u7684\u4f20\u7edf <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6295\u8d44\u73bb\u7483<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u662f\u4e00\u9879\u91cd\u8981\u8d44\u4ea7\u3002\u8be5\u5e73\u53f0\u6309\u7167\u745e\u58eb\u94f6\u884c\u4e1a\u4e00\u4e1d\u4e0d\u82df\u7684\u6807\u51c6\u6784\u5efa\uff0c\u5e76\u59cb\u7ec8\u4e13\u6ce8\u4e8e\u5b89\u5168\u548c\u6570\u636e\u4fdd\u62a4\u3002\u5bf9\u4e8e\u8d1f\u8d23\u4fdd\u7ba1\u5ba2\u6237\u6700\u654f\u611f\u4fe1\u606f\u7684\u91d1\u878d\u673a\u6784\u6765\u8bf4\uff0c\u8fd9\u63d0\u4f9b\u4e86\u65e0\u4e0e\u4f26\u6bd4\u7684\u5b89\u5fc3\u3002\u6b64\u5916\uff0cInvestGlass \u8fd8\u63d0\u4f9b\u7075\u6d3b\u7684\u90e8\u7f72\u9009\u9879\uff0c\u5305\u62ec\u672c\u5730\u90e8\u7f72\u548c\u79c1\u6709\u4e91\uff0c\u8fd9\u4f7f\u673a\u6784\u80fd\u591f\u5b8c\u5168\u63a7\u5236\u5176\u6570\u636e\u5e76\u9075\u5b88\u6700\u4e25\u683c\u7684\u6570\u636e\u4e3b\u6743\u6cd5\u89c4\u3002\u8fd9\u79cd\u5bf9 <\/span><a 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\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u6570\u636e\u4e3b\u6743<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u662f\u4efb\u4f55\u8ba4\u771f\u5c65\u884c\u5176\u53d7\u4fe1\u8d23\u4efb\u7684\u91d1\u878d\u673a\u6784\u7684\u5173\u952e\u8003\u8651\u56e0\u7d20\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-powered-intelligence\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u667a\u80fd<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u8bb0\u5f55\u7cfb\u7edf\uff0c\u66f4\u662f\u4e00\u4e2a\u667a\u80fd\u7cfb\u7edf\u3002\u8be5\u5e73\u53f0\u878d\u5165\u4e86\u4eba\u5de5\u667a\u80fd\u529f\u80fd\uff0c\u53ef\u81ea\u52a8\u6267\u884c\u4efb\u52a1\u3001\u63d0\u4f9b\u89c1\u89e3\u5e76\u589e\u5f3a\u5ba2\u6237\u548c\u5ba2\u6237\u7ecf\u7406\u7684\u51b3\u7b56\u80fd\u529b\u3002 <strong>InvestGlass \u4eba\u5de5\u667a\u80fd\u9886\u822a\u5458<\/strong> \u662f\u4e00\u4e2a\u5f3a\u5927\u7684\u5de5\u5177\uff0c\u53ef\u4ee5\u534f\u52a9\u5904\u7406\u4ece\u751f\u6210\u5ba2\u6237\u6c9f\u901a\u5230\u8bc6\u522b\u6f5c\u5728\u6295\u8d44\u673a\u4f1a\u7684\u5404\u79cd\u4e8b\u52a1\u3002InvestGlass AI \u8fd8\u53ef\u4ee5\u901a\u8fc7\u51cf\u5c11\u9519\u8bef\u3001\u9632\u6b62\u6b3a\u8bc8\u548c\u9632\u8303\u5229\u6da6\u635f\u5931\u6765\u5e2e\u52a9\u4fdd\u62a4\u91d1\u878d\u8fd0\u8425\uff0c\u786e\u4fdd\u91d1\u878d\u673a\u6784\u7684\u7a33\u5065\u98ce\u9669\u7ba1\u7406\u3002\u8fd9\u79cd\u667a\u80fd\u5c42\uff0c\u878d\u5165\u5e73\u53f0\u7684\u7ed3\u6784\u4e4b\u4e2d\uff0c\u4f7f\u5176\u4ece\u7b80\u5355\u7684\u5de5\u5177\u6709\u6548\u5de5\u5177\u63d0\u5347\u4e3a\u94f6\u884c\u5173\u7cfb\u4e2d\u79ef\u6781\u4e3b\u52a8\u7684\u5408\u4f5c\u4f19\u4f34\u3002\u8fd9\u662f\u91d1\u878d\u670d\u52a1\u672a\u6765\u7684\u4e00\u4e2a\u7f29\u5f71\uff0c\u5e76\u4e14\u4eca\u5929\u5c31\u53ef\u4ee5\u5728 <a 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>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ncino-and-backbase-alternative-approaches\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">nCino \u548c Backbase\uff1a\u66ff\u4ee3\u65b9\u6848<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u867d\u7136 InvestGlass \u63d0\u4f9b\u4e86\u4e00\u4e2a\u5f15\u4eba\u6ce8\u76ee\u7684\u3001\u5168\u9762\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u4f46\u8ba4\u8bc6\u5230 nCino \u548c Backbase \u7684\u7279\u5b9a\u4f18\u52bf\u5f88\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u4eec\u53ef\u80fd\u9002\u5408\u6709\u975e\u5e38\u7279\u5b9a\u9700\u6c42\u7684\u67d0\u4e9b\u673a\u6784\u3002\u5728\u5b9e\u65bd\u8fd9\u4e9b\u66ff\u4ee3\u5e73\u53f0\u65f6\uff0c\u91d1\u878d\u673a\u6784\u901a\u5e38\u9700\u8981\u9a7e\u9a6d\u590d\u6742\u7684\u4f9b\u5e94\u5546\u751f\u6001\u7cfb\u7edf\uff0c\u6574\u5408\u591a\u4e2a\u9057\u7559\u7cfb\u7edf\u548c\u7b2c\u4e09\u65b9\u7cfb\u7edf\uff0c\u4ee5\u5b9e\u73b0\u5176\u94f6\u884c\u57fa\u7840\u8bbe\u65bd\u7684\u73b0\u4ee3\u5316\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ncino-the-loan-origination-powerhouse\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">nCino\uff1a\u8d37\u6b3e\u53d1\u653e\u7684\u5f3a\u5927\u5f15\u64ce<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0d\u53ef\u5426\u8ba4\uff0cnCino \u5df2\u6210\u4e3a\u8d37\u6b3e\u53d1\u653e\u9886\u57df\u7684\u9886\u519b\u4f01\u4e1a\u3002\u5b83\u7684\u5e73\u53f0\u662f\u4e00\u4e2a\u7cbe\u5bc6\u7684\u5f15\u64ce\uff0c\u80fd\u591f\u81ea\u52a8\u5316\u548c\u7ba1\u7406\u6574\u4e2a\u4fe1\u8d37\u751f\u547d\u5468\u671f\uff0c\u5c24\u5176\u662f\u5728\u5546\u4e1a\u94f6\u884c\u4e1a\u52a1\u4e2d\u3002\u5bf9\u4e8e\u4e00\u5bb6\u4e3b\u8981\u4e1a\u52a1\u662f\u8d37\u6b3e\uff0c\u5e76\u5c06\u63d0\u9ad8\u8d37\u6b3e\u4e1a\u52a1\u6548\u7387\u548c\u901f\u5ea6\u4f5c\u4e3a\u4e3b\u8981\u6218\u7565\u76ee\u6807\u7684\u91d1\u878d\u673a\u6784\u6765\u8bf4\uff0cnCino \u662f\u4e00\u4e2a\u7edd\u4f73\u7684\u9009\u62e9\u3002\u8be5\u5e73\u53f0\u4e0e Salesforce \u7684\u6df1\u5ea6\u96c6\u6210\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5f3a\u5927\u4e14\u53ef\u6269\u5c55\u7684\u57fa\u7840\uff0c\u5e76\u4e14\u5176\u4e3a\u5546\u4e1a\u8d37\u6b3e\u9884\u5148\u6784\u5efa\u7684\u5de5\u4f5c\u6d41\u7a0b\u57fa\u4e8e\u884c\u4e1a\u6700\u4f73\u5b9e\u8df5\u3002nCino \u8fd8\u652f\u6301 <a href=\"https:\/\/www.investglass.com\/zh\/%e9%93%b6%e8%a1%8c%e5%8d%b3%e6%9c%8d%e5%8a%a1-baas-%e5%a6%82%e4%bd%95%e8%bf%90%e4%bd%9c\/\" target=\"_self\">\u94f6\u884c\u670d\u52a1<\/a> \u901a\u8fc7\u5176 API \u9a71\u52a8\u7684\u6a21\u578b\uff0c\u4f7f\u91d1\u878d\u673a\u6784\u80fd\u591f\u63a8\u51fa\u521b\u65b0\u7684\u6570\u5b57\u94f6\u884c\u4ea7\u54c1\uff0c\u5e76\u5229\u7528\u53ef\u6269\u5c55\u7684\u5d4c\u5165\u5f0f\u91d1\u878d\u89e3\u51b3\u65b9\u6848\u5bf9\u5176\u57fa\u7840\u8bbe\u65bd\u8fdb\u884c\u73b0\u4ee3\u5316\u6539\u9020\u3002\u7136\u800c\uff0c\u5bf9\u4e8e\u62e5\u6709\u66f4\u5e7f\u6cdb\u670d\u52a1\u7684\u673a\u6784\uff0c\u4f8b\u5982\u8d22\u5bcc\u7ba1\u7406\u6216\u79c1\u4eba\u94f6\u884c\uff0cnCino \u5e73\u53f0\u53ef\u80fd\u4f1a\u663e\u5f97\u8fc7\u4e8e\u72ed\u7a84\u3002\u4e3a\u4e86\u5c06\u5176\u9002\u5e94\u975e\u8d37\u6b3e\u76f8\u5173\u6d41\u7a0b\u6240\u9700\u8fdb\u884c\u7684\u6df1\u5ea6\u5b9a\u5236\u53ef\u80fd\u662f\u4e00\u9879\u8270\u5de8\u7684\u4efb\u52a1\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-backbase-the-composable-enterprise-choice\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">Backbase\uff1a\u53ef\u7ec4\u5408\u4f01\u4e1a\u7684\u9009\u62e9<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u4e00\u5bb6\u62e5\u6709\u6210\u719f\u7684\u5185\u90e8 IT \u90e8\u95e8\u5e76\u5e0c\u671b\u6253\u9020\u5b8c\u5168\u72ec\u7279\u6570\u5b57\u4f53\u9a8c\u7684\u5927\u578b\u5168\u7403\u6027\u94f6\u884c\uff0cBackbase \u63d0\u4f9b\u4e86\u4e00\u4e2a\u5f3a\u5927\u7684\u5de5\u5177\u5305\u3002\u201c\u8d2d\u4e70\u52a0\u6784\u5efa\u201d\u6a21\u5f0f\u63d0\u4f9b\u4e86\u4efb\u4f55\u73b0\u6210\u89e3\u51b3\u65b9\u6848\u90fd\u65e0\u6cd5\u6bd4\u62df\u7684\u7075\u6d3b\u6027\u548c\u63a7\u5236\u529b\u3002\u94f6\u884c\u53ef\u4ee5\u4f7f\u7528 Backbase \u6253\u9020\u771f\u6b63\u5dee\u5f02\u5316\u7684\u6570\u5b57\u5f62\u8c61\uff0c\u4f7f\u5176\u5b8c\u7f8e\u5951\u5408\u5176\u54c1\u724c\u548c\u6218\u7565\u613f\u666f\u3002\u7136\u800c\uff0c\u8fd9\u79cd\u5f3a\u5927\u7684\u529b\u91cf\u4e5f\u4f34\u968f\u7740\u91cd\u5927\u7684\u8d23\u4efb\u3002\u5b9e\u65bd Backbase \u662f\u4e00\u4e2a\u91cd\u5927\u7684 IT \u9879\u76ee\uff0c\u9700\u8981\u5927\u91cf\u6295\u5165\u5f00\u53d1\u8d44\u6e90\u3001\u65f6\u95f4\u548c\u9884\u7b97\u3002\u7ba1\u7406\u8d39\u7528\u548c\u4ed4\u7ec6\u89c4\u5212\u9884\u7b97\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u5927\u578b IT \u9879\u76ee\u5982\u679c\u4e0d\u4e25\u5bc6\u76d1\u63a7\uff0c\u6210\u672c\u4f1a\u8fc5\u901f\u6500\u5347\u3002\u5b83\u4e0d\u9002\u5408\u80c6\u5c0f\u8005\u3002\u5bf9\u4e8e\u7f3a\u4e4f\u5927\u89c4\u6a21\u5f00\u53d1\u9879\u76ee\u7684\u89c4\u6a21\u3001\u8d44\u6e90\u6216\u610f\u613f\u7684\u673a\u6784\u6765\u8bf4\uff0cBackbase \u7684\u53ef\u7ec4\u5408\u65b9\u6cd5\u53ef\u80fd\u662f\u8fdb\u5165\u7684\u4e3b\u8981\u969c\u788d\u3002\u5b83\u662f\u6784\u5efa\u8005\u7684\u7ec8\u6781\u9009\u62e9\uff0c\u800c\u4e0d\u662f\u8d2d\u4e70\u8005\u7684\u9009\u62e9\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-making-the-right-choice-for-your-institution\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4e3a\u60a8\u7684\u673a\u6784\u505a\u51fa\u6b63\u786e\u7684\u9009\u62e9<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u54ea\u4e2a\u5e73\u53f0\u6700\u7ec8\u53d6\u51b3\u4e8e\u91d1\u878d\u673a\u6784\u7684\u5177\u4f53\u9700\u6c42\u3001\u4f18\u5148\u4e8b\u9879\u548c\u6218\u7565\u613f\u666f\u3002\u6ca1\u6709\u4e00\u4e2a\u201c\u6700\u4f73\u201d\u7684\u901a\u7528\u89e3\u51b3\u65b9\u6848\u3002\u5173\u952e\u5728\u4e8e\u7406\u89e3\u6839\u672c\u7684\u6743\u8861\u53d6\u820d\uff0c\u5e76\u9009\u62e9\u6700\u7b26\u5408\u60a8\u76ee\u6807\u7684\u5e73\u53f0\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5982\u679c\u60a8\u7684\u673a\u6784\u662f <strong>\u62e5\u6709\u5f3a\u5927\u5185\u90e8\u5f00\u53d1\u56e2\u961f\u7684\u5927\u578b\u5168\u7403\u4f01\u4e1a<\/strong> \u90a3\u4e48\uff0c\u4e00\u4e2a\u65e8\u5728\u6253\u9020\u9ad8\u5ea6\u5b9a\u5236\u5316\u3001\u72ec\u4e00\u65e0\u4e8c\u7684\u6570\u5b57\u4f53\u9a8c\u7684\u613f\u671b <strong>Backbase<\/strong> \u662f\u4e00\u4e2a\u5f3a\u6709\u529b\u7684\u7ade\u4e89\u8005\uff0c\u6df1\u53d7\u4e00\u4e9b\u5168\u7403\u5927\u578b\u91d1\u878d\u673a\u6784\u7684\u4fe1\u8d56\u3002.<\/li>\n\n\n\n<li>\u5982\u679c\u60a8\u7684\u673a\u6784\u662f <strong>\u4fa7\u91cd\u4e8e\u5546\u4e1a\u8d37\u6b3e\u7684\u94f6\u884c\u6216\u4fe1\u7528\u5408\u4f5c\u793e<\/strong>, \uff0c\u800c\u60a8\u7684\u4e3b\u8981\u76ee\u6807\u662f\u4f18\u5316\u60a8\u7684\u8d37\u6b3e\u53d1\u653e\u6d41\u7a0b\uff0c\u90a3\u4e48 <strong>nCino<\/strong> \u662f\u4e00\u4e2a\u7edd\u4f73\u7684\u9009\u62e9\uff0c\u5df2\u88ab\u65b0\u52a0\u5761\u7b49\u5730\u533a\u7684\u4e3b\u8981\u94f6\u884c\u91c7\u7528\uff0c\u800c\u65b0\u52a0\u5761\u662f\u6570\u5b57\u94f6\u884c\u521b\u65b0\u7684\u4e2d\u5fc3\u3002.<\/li>\n\n\n\n<li>\u5982\u679c\u60a8\u7684\u673a\u6784\u662f <strong>\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u79c1\u4eba\u94f6\u884c\u6216\u591a\u5143\u5316\u91d1\u878d\u673a\u6784<\/strong> \u90a3\u4e48\uff0c\u91cd\u89c6\u654f\u6377\u6027\u3001\u7075\u6d3b\u6027\u4ee5\u53ca\u5bf9\u5ba2\u6237\u771f\u6b63\u7edf\u4e00\u7684\u89c6\u56fe <strong>\u6295\u8d44\u73bb\u7483<\/strong> \u662f\u660e\u786e\u7684\u8d62\u5bb6\u3002\u5176\u65e0\u4ee3\u7801\u65b9\u6cd5\u3001\u4e00\u4f53\u5316\u5e73\u53f0\u548c\u745e\u58eb\u7ea7\u5b89\u5168\u6027\u4f7f\u5176\u6210\u4e3a\u6784\u5efa\u6df1\u539a\u3001\u6301\u4e45\u7684\u5ba2\u6237\u5173\u7cfb\u7684\u6700\u591a\u529f\u80fd\u548c\u6700\u5f3a\u5927\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u5e76\u8d62\u5f97\u4e86\u5168\u7403\u9886\u5148\u7684\u53d7\u76d1\u7ba1\u673a\u6784\u7684\u4fe1\u4efb\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u4efb\u4f55\u5e0c\u671b\u5728\u73b0\u4ee3\u91d1\u878d\u683c\u5c40\u4e2d\u4e0d\u4ec5\u7ade\u4e89\uff0c\u800c\u4e14\u8d62\u5f97\u80dc\u5229\u7684\u673a\u6784\u800c\u8a00\uff0c\u63d0\u4f9b\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\u81f3\u5173\u91cd\u8981\u3002\u6b63\u662f\u5728\u8fd9\u4e00\u70b9\u4e0a\uff0c\u6280\u672f\u7684\u9009\u62e9\u6210\u4e3a\u4e86\u4e00\u9879\u6218\u7565\u5fc5\u8981\u6027\u3002\u65b0\u52a0\u5761\u4f5c\u4e3a\u6570\u5b57\u94f6\u884c\u7684\u9886\u5148\u4e2d\u5fc3\uff0c\u5c55\u793a\u4e86\u5168\u7403\u521b\u65b0\u91d1\u878d\u673a\u6784\u5982\u4f55\u91c7\u7528\u8fd9\u4e9b\u5e73\u53f0\u3002\u60a8\u53ef\u4ee5\u63a2\u7d22\u5bf9\u9876\u7ea7 CRM \u89e3\u51b3\u65b9\u6848\u66f4\u8be6\u7ec6\u7684\u6bd4\u8f83\uff0c\u4ee5\u8fdb\u4e00\u6b65\u6307\u5bfc\u60a8\u7684\u51b3\u7b56\uff0c\u4f46 InvestGlass \u63d0\u4f9b\u7684\u7075\u6d3b\u6027\u548c\u5f3a\u5927\u529f\u80fd\u7684\u72ec\u7279\u7ec4\u5408\u4e0d\u5bb9\u5ffd\u89c6\u3002\u8bf7\u53c2\u9605\u6211\u4eec\u7684\u8bc4\u6d4b\u3002 <a href=\"https:\/\/www.investglass.com\/zh\/2025-%e5%b9%b4%e9%a1%b6%e7%ba%a7%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1-crm-%e8%bd%af%e4%bb%b6\/\" target=\"_self\">2025\u5e74\u91d1\u878d\u670d\u52a1\u6700\u4f73CRM<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5e38\u89c1\u95ee\u9898 (FAQ)<\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-what-is-the-main-difference-between-investglass-ncino-and-backbase\"><strong>InvestGlass\u3001nCino\u548cBackbase\u7684\u4e3b\u8981\u533a\u522b\u662f\u4ec0\u4e48\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u533a\u522b\u5728\u4e8e\u5b83\u4eec\u7684\u6838\u5fc3\u7406\u5ff5\u3002InvestGlass \u662f\u4e00\u4e2a\u4e00\u4f53\u5316\u3001\u7075\u6d3b\u7684\u5e73\u53f0\uff0c\u4e13\u6ce8\u4e8e\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\uff0c\u91c7\u7528\u65e0\u4ee3\u7801\u65b9\u6cd5\u3002nCino \u662f\u4e00\u4e2a\u4e13\u95e8\u7684\u201c\u94f6\u884c\u64cd\u4f5c\u7cfb\u7edf\u201d\uff0c\u4fa7\u91cd\u4e8e\u8d37\u6b3e\u53d1\u653e\uff0c\u5efa\u7acb\u5728 Salesforce \u5e73\u53f0\u4e4b\u4e0a\u3002Backbase \u662f\u4e00\u4e2a\u53ef\u7ec4\u5408\u7684\u201c\u53c2\u4e0e\u5f0f\u94f6\u884c\u5e73\u53f0\u201d\uff0c\u4e3a\u5927\u578b\u4f01\u4e1a\u63d0\u4f9b\u4e86\u6784\u5efa\u81ea\u5df1\u72ec\u7279\u6570\u5b57\u94f6\u884c\u4f53\u9a8c\u7684\u6784\u5efa\u6a21\u5757\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-is-investglass-suitable-for-a-large-global-bank\"><strong>2. InvestGlass \u662f\u5426\u9002\u5408\u5927\u578b\u8de8\u56fd\u94f6\u884c\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u7136\u3002InvestGlass \u5e73\u53f0\u7684\u7075\u6d3b\u6027\u548c\u53ef\u6269\u5c55\u6027\u4f7f\u5176\u9002\u7528\u4e8e\u5404\u79cd\u89c4\u6a21\u7684\u91d1\u878d\u673a\u6784\u3002\u5176\u591a\u670d\u52a1\u5668\u548c\u672c\u5730\u90e8\u7f72\u9009\u9879\u53ef\u4ee5\u6ee1\u8db3\u5927\u578b\u8de8\u56fd\u94f6\u884c\u590d\u6742\u7684\u5b89\u5168\u548c\u6570\u636e\u4e3b\u6743\u8981\u6c42\u3002\u8be5\u5e73\u53f0\u5904\u7406\u591a\u79cd\u8bed\u8a00\u3001\u8d27\u5e01\u548c\u76d1\u7ba1\u7ba1\u8f96\u533a\u80fd\u529b\uff0c\u4f7f\u5176\u6210\u4e3a\u4e00\u4e2a\u771f\u6b63\u7684\u5168\u7403\u6027\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-how-does-ncino-handle-non-lending-related-onboarding\"><strong>3. nCino \u5982\u4f55\u5904\u7406\u975e\u8d37\u6b3e\u76f8\u5173\u7684\u5165\u804c\u6d41\u7a0b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">nCino \u53ef\u4ee5\u901a\u8fc7\u5176 CRM \u529f\u80fd\u5904\u7406\u975e\u8d37\u6b3e\u4e1a\u52a1\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u4f46\u4e0e\u5f00\u7bb1\u5373\u7528\u7684\u8d37\u6b3e\u89e3\u51b3\u65b9\u6848\u76f8\u6bd4\uff0c\u53ef\u80fd\u9700\u8981\u66f4\u591a\u7684\u5b9a\u5236\u548c\u5f00\u53d1\u5de5\u4f5c\u3002\u8be5\u5e73\u53f0\u7684\u6838\u5fc3\u4f18\u52bf\u548c\u9884\u6784\u5efa\u7684\u5de5\u4f5c\u6d41\u7a0b\u9488\u5bf9\u4fe1\u8d37\u751f\u547d\u5468\u671f\u8fdb\u884c\u4e86\u4f18\u5316\uff0c\u56e0\u6b64\u5c06\u5176\u5e94\u7528\u4e8e\u8d22\u5bcc\u7ba1\u7406\u7b49\u5176\u4ed6\u9886\u57df\u53ef\u80fd\u4e0d\u90a3\u4e48\u76f4\u63a5\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-what-level-of-technical-expertise-is-needed-to-implement-backbase\"><strong>4. \u5b9e\u65bd Backbase \u9700\u8981\u5177\u5907\u4f55\u79cd\u6280\u672f\u6c34\u5e73\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9700\u8981\u9ad8\u6c34\u5e73\u7684\u6280\u672f\u4e13\u957f\u3002\u5b9e\u65bdBackbase\u662f\u4e00\u4e2a\u91cd\u5927\u7684IT\u9879\u76ee\uff0c\u9700\u8981\u4e00\u4e2a\u7531\u6280\u672f\u7cbe\u6e5b\u7684\u5f00\u53d1\u4eba\u5458\u3001\u67b6\u6784\u5e08\u548c\u9879\u76ee\u7ecf\u7406\u7ec4\u6210\u7684\u56e2\u961f\u3002\u5b83\u662f\u4e00\u4e2a\u201c\u8d2d\u4e70\u52a0\u6784\u5efa\u201d\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u8fd9\u610f\u5473\u7740\u94f6\u884c\u8d1f\u8d23\u7ec4\u88c5\u3001\u914d\u7f6e\u548c\u7ef4\u62a4\u8be5\u5e73\u53f0\u3002\u5bf9\u4e8e\u7f3a\u4e4f\u5f3a\u5927\u5185\u90e8IT\u80fd\u529b the \u673a\u6784\u6765\u8bf4\uff0c\u8fd9\u4e0d\u662f\u4e00\u4e2a\u53ef\u884c\u7684\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-can-investglass-integrate-with-our-existing-core-banking-system\"><strong>5. InvestGlass \u80fd\u5426\u4e0e\u6211\u4eec\u73b0\u6709\u7684\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u96c6\u6210\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u662f\u7684\u3002InvestGlass \u7684\u8bbe\u8ba1\u5b97\u65e8\u662f\u5b9e\u73b0\u65e0\u7f1d\u96c6\u6210\u3002\u5b83\u62e5\u6709\u5f00\u653e\u7684 API \u548c\u7075\u6d3b\u7684\u67b6\u6784\uff0c\u53ef\u4ee5\u8fde\u63a5\u5404\u79cd\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u548c\u5176\u4ed6\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u3002\u8fd9\u786e\u4fdd\u4e86\u60a8\u53ef\u4ee5\u5728\u53d7\u76ca\u4e8e InvestGlass \u5e73\u53f0\u73b0\u4ee3\u5316\u3001\u654f\u6377\u80fd\u529b\u7684\u540c\u65f6\uff0c\u5145\u5206\u5229\u7528\u60a8\u73b0\u6709\u7684\u6280\u672f\u6295\u8d44\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-how-do-the-platforms-ensure-compliance-with-regulations-like-gdpr-and-mifid-ii\"><strong>6. \u5e73\u53f0\u5982\u4f55\u786e\u4fdd\u9075\u5b88 GDPR \u548c MiFID II \u7b49\u6cd5\u89c4\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e09\u4e2a\u5e73\u53f0\u90fd\u62e5\u6709\u5f3a\u5927\u7684\u529f\u80fd\uff0c\u53ef\u5e2e\u52a9\u91d1\u878d\u673a\u6784\u9075\u5b88\u6cd5\u89c4\u3002\u8fd9\u5305\u62ec\u7528\u4e8e\u7ba1\u7406\u6570\u636e\u9690\u79c1\u3001\u540c\u610f\u548c\u9002\u5408\u6027\u8bc4\u4f30\u7684\u5de5\u5177\u3002\u7136\u800c\uff0cInvestGlass \u65e0\u4ee3\u7801\u89c4\u5219\u5f15\u64ce\u7684\u7075\u6d3b\u6027\u4e3a\u5176\u5e26\u6765\u4e86\u4f18\u52bf\uff0c\u56e0\u4e3a\u5b83\u5141\u8bb8\u94f6\u884c\u5728\u65e0\u9700\u5b9a\u5236\u5f00\u53d1\u7684\u60c5\u51b5\u4e0b\u5feb\u901f\u8c03\u6574\u5176\u6d41\u7a0b\u4ee5\u9002\u5e94\u65b0\u7684\u6216\u4e0d\u65ad\u53d8\u5316\u7684\u6cd5\u89c4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-7-what-are-the-typical-implementation-times-for-each-platform\"><strong>7. \u6bcf\u4e2a\u5e73\u53f0\u7684\u5178\u578b\u5b9e\u73b0\u65f6\u95f4\u662f\u591a\u4e45\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u65bd\u65f6\u95f4\u56e0\u9879\u76ee\u590d\u6742\u7a0b\u5ea6\u800c\u5f02\u3002\u7136\u800c\uff0c\u4f5c\u4e3a\u4e00\u4e2a\u901a\u7528\u6307\u5357\uff0cInvestGlass\u51ed\u501f\u5176\u65e0\u4ee3\u7801\u65b9\u6cd5\uff0c\u901a\u5e38\u5177\u6709\u6700\u5feb\u7684\u4e0a\u5e02\u65f6\u95f4\u3002\u4e00\u4e2a\u57fa\u672c\u7684\u5b9e\u65bd\u53ef\u4ee5\u5728\u51e0\u5468\u5185\u5b8c\u6210\u3002nCino \u7684\u5b9e\u65bd\u901a\u5e38\u66f4\u590d\u6742\uff0c\u901a\u5e38\u9700\u8981\u6570\u6708\u65f6\u95f4\u3002Backbase \u7684\u5b9e\u65bd\u6700\u4e3a\u590d\u6742\uff0c\u53ef\u80fd\u9700\u8981\u4e00\u5e74\u6216\u66f4\u957f\u65f6\u95f4\u624d\u80fd\u5b8c\u6210\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>8. InvestGlass \u662f\u5426\u63d0\u4f9b\u672c\u5730\u90e8\u7f72\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u662f\u7684\uff0cInvestGlass \u63d0\u4f9b\u4e00\u7cfb\u5217\u90e8\u7f72\u9009\u9879\uff0c\u5305\u62ec\u672c\u5730\u90e8\u7f72\u3001\u79c1\u6709\u4e91\u548c\u516c\u5171\u4e91\u3002\u8fd9\u79cd\u7075\u6d3b\u6027\u4f7f\u91d1\u878d\u673a\u6784\u80fd\u591f\u9009\u62e9\u6700\u7b26\u5408\u5176\u5b89\u5168\u3001\u5408\u89c4\u548c\u8fd0\u8425\u9700\u6c42\u7684\u90e8\u7f72\u6a21\u5f0f\u3002\u8fd9\u662f\u5173\u952e\u7684\u5dee\u5f02\u5316\u56e0\u7d20\uff0c\u7279\u522b\u662f\u5bf9\u4e8e\u6709\u4e25\u683c\u6570\u636e\u4e3b\u6743\u9700\u6c42\u7684\u516c\u53f8\u3002\u60a8\u53ef\u4ee5\u4e86\u89e3\u66f4\u591a\u5173\u4e8e\u6211\u4eec\u7684 <a 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> \u89e3\u51b3\u65b9\u6848.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>9. \u5404\u5e73\u53f0\u7684\u5b9a\u4ef7\u6a21\u5f0f\u6709\u4f55\u4e0d\u540c\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9a\u4ef7\u6a21\u578b\u5404\u4e0d\u76f8\u540c\uff0c\u4f46\u603b\u7684\u6765\u8bf4\uff0cInvestGlass \u63d0\u4f9b\u66f4\u7075\u6d3b\u3001\u66f4\u900f\u660e\u7684\u5b9a\u4ef7\u7ed3\u6784\uff0c\u57fa\u4e8e\u7528\u6237\u6570\u91cf\u548c\u6240\u9700\u6a21\u5757\u3002nCino \u7684\u5b9a\u4ef7\u901a\u5e38\u4e0e\u5904\u7406\u7684\u8d37\u6b3e\u91cf\u548c Salesforce \u8bb8\u53ef\u8bc1\u6570\u91cf\u6302\u94a9\u3002Backbase \u7684\u5b9a\u4ef7\u6a21\u578b\u66f4\u4e3a\u590d\u6742\uff0c\u57fa\u4e8e\u6240\u4f7f\u7528\u7684\u7ec4\u4ef6\u548c\u670d\u52a1\uff0c\u8fd9\u53ef\u80fd\u662f\u4e00\u7b14\u53ef\u89c2\u7684\u524d\u671f\u6295\u8d44\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>10. \u54ea\u4e2a\u5e73\u53f0\u66f4\u9002\u5408\u8d22\u5bcc\u7ba1\u7406\u5165\u804c\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u8d22\u5bcc\u7ba1\u7406\u5165\u804c\uff0cInvestGlass \u662f\u66f4\u4f18\u8d8a\u7684\u9009\u62e9\u3002\u5176\u5e73\u53f0\u4e13\u4e3a\u8d22\u5bcc\u7ba1\u7406\u8005\u7684\u9700\u6c42\u800c\u6784\u5efa\uff0c\u63d0\u4f9b\u590d\u6742\u7684\u9002\u7528\u6027\u3001\u98ce\u9669\u753b\u50cf\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u3002\u8be5\u5e73\u53f0\u7684\u4e00\u4f53\u5316\u7279\u6027\uff0c\u7ed3\u5408\u5176\u65e0\u4ee3\u7801\u7075\u6d3b\u6027\uff0c\u63d0\u4f9b\u4e86 nCino \u548c Backbase \u66f4\u901a\u7528\u6216\u4fa7\u91cd\u4e8e\u8d37\u6b3e\u7684\u4ea7\u54c1\u65e0\u6cd5\u6bd4\u62df\u7684\u667a\u80fd\u548c\u4e2a\u6027\u5316\u6c34\u5e73\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>11. InvestGlass\u3001nCino \u548c Backbase \u5982\u4f55\u5e2e\u52a9\u91d1\u878d\u673a\u6784\u8ffd\u8e2a\u5176\u54c1\u724c\u63d0\u53ca\u548c\u5728\u7ebf\u58f0\u8a89\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6240\u6709\u4e09\u4e2a\u5e73\u53f0\u90fd\u53ef\u4ee5\u901a\u8fc7\u4e0e\u6570\u5b57\u76d1\u63a7\u5de5\u5177\u548c\u5206\u6790\u5e73\u53f0\u96c6\u6210\uff0c\u6765\u652f\u6301\u91d1\u878d\u673a\u6784\u8ddf\u8e2a\u5176\u54c1\u724c\u63d0\u53ca\u5e76\u76d1\u63a7\u5728\u7ebf\u58f0\u8a89\u3002\u4f8b\u5982\uff0cInvestGlass \u5141\u8bb8\u7528\u6237\u8fde\u63a5\u5230\u7b2c\u4e09\u65b9\u89e3\u51b3\u65b9\u6848\uff0c\u8fd9\u4e9b\u89e3\u51b3\u65b9\u6848\u4f1a\u8ddf\u8e2a\u6570\u5b57\u5e73\u53f0\u548c\u641c\u7d22\u5f15\u64ce\u4e0a\u7684\u54c1\u724c\u63d0\u53ca\uff0c\u5e2e\u52a9\u673a\u6784\u4e86\u89e3\u5176\u5728\u7ebf\u5f62\u8c61\u5e76\u4e3b\u52a8\u5e94\u5bf9\u58f0\u8a89\u98ce\u9669\u3002nCino \u548c Backbase \u4e5f\u63d0\u4f9b\u96c6\u6210\u529f\u80fd\uff0c\u4ee5\u5b9e\u73b0\u7c7b\u4f3c\u7684\u8ddf\u8e2a\u548c\u76d1\u63a7\u529f\u80fd\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u672a\u6765\u662f\u7075\u6d3b\u7684\uff1a\u9009\u62e9 InvestGlass<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u94f6\u884c\u4e1a\u7684\u6570\u5b57\u5316\u8f6c\u578b\u5e76\u975e\u7ec8\u70b9\uff0c\u800c\u662f\u4e00\u6bb5\u6301\u7eed\u7684\u65c5\u7a0b\u3002\u9002\u5e94\u3001\u521b\u65b0\u548c\u54cd\u5e94\u4e0d\u65ad\u53d8\u5316\u7684\u5ba2\u6237\u671f\u671b\u53ca\u76d1\u7ba1\u8981\u6c42\u7684\u80fd\u529b\uff0c\u662f\u957f\u671f\u6210\u529f\u7684\u5173\u952e\u3002\u5728\u8fd9\u4e2a\u52a8\u6001\u7684\u73af\u5883\u4e2d\uff0c\u6280\u672f\u9009\u62e9\u5e76\u975e\u4ec5\u4ec5\u662f\u6218\u672f\u6027\u51b3\u7b56\uff0c\u800c\u662f\u6218\u7565\u6027\u51b3\u7b56\u3002.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u867d\u7136nCino\u63d0\u4f9b\u5f3a\u5927\u7684\u8d37\u6b3e\u81ea\u52a8\u5316\u89e3\u51b3\u65b9\u6848\uff0cBackbase\u5219\u63d0\u4f9b\u6784\u5efa\u5b9a\u5236\u5316\u6570\u5b57\u94f6\u884c\u7684\u7ec8\u6781\u5de5\u5177\u96c6\uff0c, <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6295\u8d44\u73bb\u7483<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u8131\u9896\u800c\u51fa\uff0c\u6210\u4e3a\u73b0\u4ee3\u91d1\u878d\u673a\u6784\u6700\u654f\u6377\u3001\u6700\u7075\u6d3b\u3001\u6700\u5168\u9762\u7684\u5e73\u53f0\u3002\u5b83\u5c06\u65e0\u4ee3\u7801\u65b9\u6cd5\u3001\u7edf\u4e00\u7684\u5ba2\u6237\u89c6\u56fe\u3001\u745e\u58eb\u7ea7\u5b89\u5168\u6027\u548c\u5d4c\u5165\u5f0f\u4eba\u5de5\u667a\u80fd\u72ec\u7279\u5730\u7ed3\u5408\u5728\u4e00\u8d77\uff0c\u662f\u5e0c\u671b\u63d0\u4f9b\u5353\u8d8a\u5ba2\u6237\u4f53\u9a8c\u3001\u52a0\u901f\u4e0a\u5e02\u65f6\u95f4\u5e76\u4e3a\u672a\u6765\u505a\u597d\u4e1a\u52a1\u51c6\u5907\u7684\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u7684\u7406\u60f3\u9009\u62e9\u3002.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4e0d\u8981\u4ec5\u4ec5\u8ddf\u4e0a\u53d8\u9769\u7684\u6b65\u4f10\uff1b\u8981\u5f15\u9886\u53d8\u9769\u7684\u6b65\u4f10\u3002\u4e86\u89e3\u5982\u4f55 <\/span><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6295\u8d44\u73bb\u7483<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u53ef\u4ee5\u53d8\u9769\u60a8\u7684\u6570\u5b57\u5165\u804c\u548c\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u3002. <\/span><a href=\"https:\/\/www.investglass.com\/zh\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u7acb\u5373\u9884\u8ba2\u6f14\u793a<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u8fc8\u51fa\u7b2c\u4e00\u6b65\uff0c\u8d70\u5411\u66f4\u654f\u6377\u3001\u66f4\u667a\u80fd\u3001\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u7f8e\u597d\u672a\u6765\u3002.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>What You\u2019ll Learn In this comprehensive analysis, we will dissect and compare three of the leading platforms in the financial technology space: InvestGlass, nCino, and Backbase. Each is a fintech company known for delivering innovative solutions within the financial technology sector, InvestGlass as a Swiss fintech company focused on CRM and automation for regulated industries, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49341,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[36,45],"class_list":["post-49398","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-banking","tag-digital-onboarding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Digital Onboarding in Banking: A Comprehensive Guide | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore digital onboarding in banking with our analysis of InvestGlass, nCino, and Backbase. Discover innovative fintech solutions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u5728\u94f6\u884c\u4e1a\u6570\u5b57\u5316\u5165\u804c\u65b9\u9762\uff0cinvestglass\u3001ncino-\u548c-backbase-\u54ea\u4e2a\u6700\u597d\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"InvestGlass vs. nCino vs. Backbase: Which is Best for Digital Onboarding in Banking?\" \/>\n<meta property=\"og:description\" content=\"What You\u2019ll Learn In this comprehensive analysis, we will dissect and compare three of the leading platforms in the financial technology space:\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u5728\u94f6\u884c\u4e1a\u6570\u5b57\u5316\u5165\u804c\u65b9\u9762\uff0cinvestglass\u3001ncino-\u548c-backbase-\u54ea\u4e2a\u6700\u597d\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-27T12:22:06+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-15T09:42:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/investglass-crm-global.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1384\" \/>\n\t<meta property=\"og:image:height\" content=\"779\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" 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