{"id":49401,"date":"2026-03-27T15:13:30","date_gmt":"2026-03-27T14:13:30","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49401"},"modified":"2026-04-15T11:49:04","modified_gmt":"2026-04-15T09:49:04","slug":"%e5%93%aa%e4%ba%9b%e5%ae%a2%e6%88%b7%e5%85%a5%e8%81%8c%e5%b9%b3%e5%8f%b0%e8%83%bd%e5%be%88%e5%a5%bd%e5%9c%b0%e9%80%82%e7%94%a8%e4%ba%8e%e5%8f%97%e7%9b%91%e7%ae%a1%e7%9a%84%e9%87%91%e8%9e%8d%e6%9c%ba","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/what-client-onboarding-platforms-work-well-for-regulated-financial-institutions-and-support-kyc-and-aml-out-of-the-box\/","title":{"rendered":"\u54ea\u4e9b\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u80fd\u591f\u5f88\u597d\u5730\u670d\u52a1\u4e8e\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\uff0c\u5e76\u652f\u6301\u5f00\u7bb1\u5373\u7528\u7684 KYC \u548c AML\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5728\u672c\u6587\u4e2d\uff0c\u60a8\u5c06\u4e86\u89e3\u73b0\u4ee3\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u7684\u5173\u952e\u529f\u80fd\u3001\u5b83\u4eec\u5982\u4f55\u5e2e\u52a9\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u6ee1\u8db3\u4e25\u683c\u7684 KYC \u548c AML \u8981\u6c42\uff0c\u4ee5\u53ca InvestGlass \u7b49\u96c6\u6210\u89e3\u51b3\u65b9\u6848\u4e3a\u4f55\u80fd\u5728\u6548\u7387\u548c\u5408\u89c4\u6027\u65b9\u9762\u9886\u5148\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e0\u7f1d\u7684\u5165\u804c\u6d41\u7a0b\u5bf9\u4e8e\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u53ef\u786e\u4fdd KYC\uff08\u4e86\u89e3\u60a8\u7684\u5ba2\u6237\uff09\u68c0\u67e5\u80fd\u591f\u987a\u5229\u5730\u878d\u5165\u5ba2\u6237\u65c5\u7a0b\uff0c\u540c\u65f6\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u6469\u64e6\u3002\u6570\u5b57\u8eab\u4efd\u7684\u4f7f\u7528\u5728\u5b9e\u73b0\u5b89\u5168\u3001\u8fdc\u7a0b\u9a8c\u8bc1\u548c\u652f\u6301\u6574\u4e2a\u5165\u804c\u6d41\u7a0b\u4e2d\u7684\u76d1\u7ba1\u5408\u89c4\u6027\u65b9\u9762\u53d1\u6325\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u5c06\u63a2\u8ba8\u5b9e\u73b0\u65e0\u7f1d\u4e14\u5b89\u5168\u7684\u5165\u804c\u4f53\u9a8c\u6240\u9762\u4e34\u7684\u6311\u6218\u3001\u6280\u672f\u548c\u6700\u4f73\u5b9e\u8df5\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\">\u5bf9\u4e8e\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u6765\u8bf4\uff0c\u6700\u4f73\u7684\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u662f\u90a3\u4e9b\u63d0\u4f9b\u5168\u5957\u96c6\u6210\u5de5\u5177\u7684\u5e73\u53f0\uff0c\u7528\u4e8e <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>, \u98ce\u9669\u8bc4\u4f30\u548c\u6cd5\u89c4\u9075\u4ece\uff0c\u5168\u90e8\u5728\u4e00\u4e2a\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b\u4e2d\u5b8c\u6210\u3002\u9009\u62e9\u6b63\u786e\u7684 KYC \u8f6f\u4ef6\u548c KYC \u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u5e73\u53f0\u5fc5\u987b\u63d0\u4f9b\u5148\u8fdb\u7684\u529f\u80fd\uff0c\u5982\u6b3a\u8bc8\u9884\u9632\u3001\u751f\u7269\u8bc6\u522b\u9a8c\u8bc1\u3001\u5168\u7403\u6570\u636e\u96c6\u6210\u548c\u5408\u89c4\u7ba1\u7406\uff0c\u4ee5\u6ee1\u8db3\u4e25\u683c\u7684\u76d1\u7ba1\u8981\u6c42\u5e76\u4f18\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u3002\u89e3\u51b3\u65b9\u6848\uff0c\u5982 <strong>\u6295\u8d44\u73bb\u7483<\/strong> \u901a\u8fc7\u63d0\u4f9b\u5f3a\u5927\u7684\u3001\u5f00\u7bb1\u5373\u7528\u7684\u5ba2\u6237\u5c3d\u804c\u8c03\u67e5 (KYC) \u548c\u53cd\u6d17\u94b1 (AML) \u6d41\u7a0b\u652f\u6301\uff0cexcel\u3002\u8fd9\u4e9b\u89e3\u51b3\u65b9\u6848\u4ece\u4e00\u5f00\u59cb\u5c31\u786e\u4fdd\u4e86 KYC \u5408\u89c4\u6027\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u5728\u9075\u5b88 MiFID II\u3001FINMA \u548c GDPR \u7b49\u590d\u6742\u6cd5\u5f8b\u6846\u67b6\u7684\u540c\u65f6\uff0c\u9ad8\u6548\u5730\u8fdb\u884c\u5ba2\u6237\u5165\u804c\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-mounting-pressure-on-financial-institutions-why-traditional-onboarding-is-no-longer-viable\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u91d1\u878d\u673a\u6784\u9762\u4e34\u7684\u65e5\u76ca\u589e\u957f\u7684\u538b\u529b\uff1a\u4e3a\u4f55\u4f20\u7edf\u5165\u804c\u6a21\u5f0f\u5df2\u4e0d\u518d\u53ef\u884c<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65e7\u7684\u5ba2\u6237\u5165\u804c\u65b9\u5f0f\u884c\u4e0d\u901a\u4e86\u3002.<\/strong> \u51e0\u5341\u5e74\u6765\uff0c\u91d1\u878d\u673a\u6784\u4e00\u76f4\u4f9d\u8d56\u624b\u52a8\u3001\u7eb8\u8d28\u7684\u5ba2\u6237\u5165\u95e8\u6d41\u7a0b\uff0c\u8fd9\u4e9b\u6d41\u7a0b\u4e0d\u4ec5\u7f13\u6162\u4e14\u6548\u7387\u4f4e\u4e0b\uff0c\u800c\u4e14\u5728\u6570\u5b57\u4f18\u5148\u7684\u4e16\u754c\u4e2d\u98ce\u9669\u65e5\u76ca\u589e\u52a0\u3002\u8fc7\u65f6\u7684\u5ba2\u6237\u5165\u95e8\u6d41\u7a0b\u4f1a\u589e\u52a0\u5408\u89c4\u98ce\u9669\uff0c\u5e76\u963b\u788d\u6709\u6548\u7684\u5408\u89c4\u6d41\u7a0b\uff0c\u4f7f\u7ec4\u7ec7\u96be\u4ee5\u6ee1\u8db3\u8bf8\u5982 KYC \u548c AML \u7b49\u6cd5\u89c4\u8981\u6c42\u3002\u8fd9\u79cd\u4f20\u7edf\u65b9\u6cd5\u4e3a\u65b0\u5ba2\u6237\u521b\u9020\u4e86\u788e\u7247\u5316\u4e14\u4ee4\u4eba\u6cae\u4e27\u7684\u4f53\u9a8c\uff0c\u5bfc\u81f4\u9ad8\u5ba2\u6237\u6d41\u5931\u7387\u548c\u663e\u8457\u7684\u8fd0\u8425\u6210\u672c\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u5b83\u4f7f\u516c\u53f8\u9762\u4e34\u4e25\u91cd\u7684\u76d1\u7ba1\u5904\u7f5a\u548c\u58f0\u8a89\u635f\u5bb3\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-high-cost-of-inefficiency-and-human-error\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6548\u7387\u4f4e\u4e0b\u548c\u4eba\u4e3a\u9519\u8bef\u7684\u9ad8\u6602\u4ee3\u4ef7<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u624b\u52a8\u6570\u636e\u8f93\u5165\u3001\u65e0\u4f11\u6b62\u7684\u6587\u4e66\u5de5\u4f5c\u4ee5\u53ca\u90e8\u95e8\u95f4\u7684\u6c9f\u901a\u5b64\u5c9b\uff0c\u5171\u540c\u9020\u6210\u4e86\u9519\u8bef\u548c\u5ef6\u8bef\u7684\u5b8c\u7f8e\u98ce\u66b4\u3002\u624b\u52a8\u5165\u804c\u6d41\u7a0b\u4f1a\u589e\u52a0\u5ba2\u6237\u6570\u636e\u548c\u5ba2\u6237\u4fe1\u606f\u51fa\u9519\u7684\u98ce\u9669\uff0c\u4f7f\u5f97\u6587\u4ef6\u68c0\u67e5\u7684\u53ef\u9760\u6027\u964d\u4f4e\uff0c\u5e76\u53ef\u80fd\u5bfc\u81f4\u5408\u89c4\u95ee\u9898\u3002\u7f3a\u5c11\u4e00\u4efd\u6587\u4ef6\u6216\u4e00\u4e2a\u6570\u636e\u70b9\u9519\u8bef\uff0c\u90fd\u53ef\u80fd\u5bfc\u81f4\u6574\u4e2a\u5165\u804c\u6d41\u7a0b\u505c\u6ede\u4e0d\u524d\uff0c\u8ba9\u5ba2\u6237\u548c\u5185\u90e8\u56e2\u961f\u90fd\u611f\u5230\u6cae\u4e27\u3002\u8fd9\u4e9b\u4f4e\u6548\u6027\u76f4\u63a5\u8f6c\u5316\u4e3a\u66f4\u9ad8\u7684\u8fd0\u8425\u6210\u672c\u548c\u66f4\u957f\u7684\u6536\u5165\u5b9e\u73b0\u65f6\u95f4\u3002\u6b64\u5916\uff0c\u4f9d\u8d56\u624b\u52a8\u68c0\u67e5\u4f7f\u5f97\u6267\u884c\u4e00\u81f4\u6027\u6807\u51c6\u53d8\u5f97\u56f0\u96be\uff0c\u589e\u52a0\u4e86\u8fdd\u89c4\u7684\u53ef\u80fd\u6027\u3002\u4f8b\u5982\uff0c\u4e00\u4efd <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> \u53ef\u80fd\u4f1a\u5fd8\u8bb0\u9a8c\u8bc1\u5173\u952e\u4fe1\u606f\uff0c\u800c\u81ea\u52a8\u5316\u7cfb\u7edf\u4f1a\u7acb\u5373\u6807\u8bb0\u51fa\u8fd9\u4e2a\u9519\u8bef\u3002\u8fd9\u5c31\u662f\u4e00\u4e2a\u5f3a\u5927\u7684\u5e73\u53f0\uff0c\u6bd4\u5982 <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\">\u6295\u8d44\u73bb\u7483<\/a> \u901a\u8fc7\u81ea\u52a8\u5316\u6570\u636e\u6536\u96c6\u548c\u9a8c\u8bc1\uff0c\u53ef\u4ee5\u663e\u8457\u6539\u5584\u60c5\u51b5\uff0c\u4ece\u800c\u6700\u5927\u9650\u5ea6\u5730\u964d\u4f4e\u4eba\u4e3a\u9519\u8bef\u7684\u98ce\u9669\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-the-widening-client-experience-gap\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4e0d\u65ad\u6269\u5927\u7684\u5ba2\u6237\u4f53\u9a8c\u5dee\u8ddd<\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u4eca\u7684\u5ba2\u6237\uff0c\u4e60\u60ef\u4e86\u79d1\u6280\u5de8\u5934\u63d0\u4f9b\u7684\u65e0\u7f1d\u6570\u5b57\u4f53\u9a8c\uff0c <a href=\"https:\/\/www.investglass.com\/zh\/%e9%93%b6%e8%a1%8c%e4%b8%9a%e7%9a%84%e6%9c%aa%e6%9d%a5-2025-%e6%8c%91%e6%88%98%e8%80%85%e9%93%b6%e8%a1%8c%e4%b8%8d%e5%ae%b9%e9%94%99%e8%bf%87%e7%9a%84%e6%b4%9e%e5%af%9f%e5%8a%9b\/\" target=\"_self\">\u6311\u6218\u8005\u94f6\u884c<\/a>, \u5bf9\u7e41\u7410\u3001\u8017\u8d39\u7eb8\u5f20\u7684\u6d41\u7a0b\u7f3a\u4e4f\u8010\u5fc3\u3002\u5f53\u88ab\u8981\u6c42\u6253\u5370\u3001\u7b7e\u7f72\u3001\u626b\u63cf\u548c\u7535\u5b50\u90ae\u4ef6\u53d1\u9001\u5927\u91cf\u6587\u4ef6\u65f6\uff0c\u8bb8\u591a\u6f5c\u5728\u7684\u9ad8\u51c0\u503c\u5ba2\u6237\u4f1a\u76f4\u63a5\u653e\u5f03\u3002\u8fd9 <strong>\u5ba2\u6237\u6d41\u5931<\/strong> \u5165\u804c\u6d41\u7a0b\u4e0d\u4ec5\u4ec5\u662f\u9519\u5931\u826f\u673a\uff1b\u5b83\u76f4\u63a5\u6253\u51fb\u4e86\u516c\u53f8\u7684\u589e\u957f\u6f5c\u529b\u548c\u54c1\u724c\u58f0\u8a89\u3002\u7b2c\u4e00\u5370\u8c61\u81f3\u5173\u91cd\u8981\uff0c\u800c\u4ee4\u4eba\u6cae\u4e27\u7684\u5165\u804c\u6d41\u7a0b\u5219\u8868\u660e\u8be5\u673a\u6784\u5df2\u7ecf\u8fc7\u65f6\u4e14\u96be\u4ee5\u5408\u4f5c\uff0c\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u884c\u4e1a\u4e2d\uff0c\u8fd9\u79cd\u770b\u6cd5\u53ef\u80fd\u5f88\u96be\u514b\u670d\u3002 <a 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<p class=\"wp-block-paragraph\">\u4f20\u7edf\u7684\u5165\u804c\u65b9\u6cd5\u5f80\u5f80\u7f3a\u4e4f\u6570\u5b57\u539f\u751f\u7ade\u4e89\u5bf9\u624b\u63d0\u4f9b\u7684\u65e0\u7f1d\u5ba2\u6237\u4f53\u9a8c\uff0c\u5c24\u5176\u662f\u5728\u6574\u5408\u6570\u5b57\u8eab\u4efd\u9a8c\u8bc1\u4ee5\u9075\u5b88 KYC \u548c AML\uff08\u4e86\u89e3\u60a8\u7684\u5ba2\u6237\u548c\u53cd\u6d17\u94b1\uff09\u6cd5\u89c4\u65b9\u9762\u3002\u5ba2\u6237\u73b0\u5728\u671f\u671b\u5165\u804c\u6d41\u7a0b\u65e2\u5408\u89c4\u53c8\u8f7b\u677e\uff0c\u800c\u624b\u52a8\u6d41\u7a0b\u6839\u672c\u65e0\u6cd5\u6ee1\u8db3\u8fd9\u4e9b\u671f\u671b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-scrutiny-and-the-threat-of-financial-crime\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u76d1\u7ba1\u5ba1\u67e5\u4e0e\u91d1\u878d\u72af\u7f6a\u5a01\u80c1<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5168\u7403\u76d1\u7ba1\u673a\u6784\uff0c\u5305\u62ec\u745e\u58eb\u91d1\u878d\u5e02\u573a\u76d1\u7ba1\u5c40\uff08FINMA\uff09\u548c\u82f1\u56fd\u91d1\u878d\u884c\u4e3a\u76d1\u7ba1\u5c40\uff08FCA\uff09\uff0c\u90fd\u5728\u52a0\u5f3a\u5bf9\u91d1\u878d\u673a\u6784\u7684\u76d1\u7ba1\u3002\u4e0d\u9075\u5b88\u53cd\u6d17\u94b1\uff08AML\uff09\u548c\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff08KYC\uff09\u6cd5\u89c4\u7684\u5904\u7f5a\u662f\u60ca\u4eba\u7684\uff0c\u5e38\u5e38\u9ad8\u8fbe\u6570\u767e\u4e07\u82f1\u9551\u3002\u9664\u4e86\u8d22\u52a1\u5f71\u54cd\uff0c\u5408\u89c4\u5931\u8d25\u8fd8\u4f1a\u5bf9\u516c\u53f8\u58f0\u8a89\u9020\u6210\u6301\u4e45\u635f\u5bb3\uff0c\u4fb5\u8680\u5ba2\u6237\u4fe1\u4efb\u548c\u80a1\u4e1c\u4fe1\u5fc3\u3002\u7f6a\u72af\u4eec\u4e0d\u65ad\u8bbe\u8ba1\u51fa\u66f4\u590d\u6742\u7684\u6d17\u94b1\u548c\u6050\u6016\u878d\u8d44\u6b3a\u8bc8\u6280\u672f\uff0c\u4f7f\u5f97\u5148\u8fdb\u7684\u6b3a\u8bc8\u9632\u8303\u53d8\u5f97\u81f3\u5173\u91cd\u8981\u3002\u73b0\u4ee3\u5165\u804c\u5e73\u53f0\u5fc5\u987b\u80fd\u591f\u68c0\u6d4b\u590d\u6742\u7684\u6b3a\u8bc8\u884c\u4e3a\uff0c\u5e76\u63d0\u4f9b\u5f3a\u5927\u7684\u6b3a\u8bc8\u9632\u8303\u89e3\u51b3\u65b9\u6848\uff0c\u4ee5\u6ee1\u8db3\u76d1\u7ba1\u4e49\u52a1\u5e76\u9632\u6b62\u8eab\u4efd\u6b3a\u8bc8\u3002\u4f9d\u8d56\u5b9a\u671f\u624b\u52a8\u5ba1\u67e5\u7684\u7cfb\u7edf\u65e0\u6cd5\u5e94\u5bf9\u8fd9\u4e9b\u4e0d\u65ad\u6f14\u53d8\u7684\u5a01\u80c1\u3002\u8fd9\u5c31\u662f\u4e3a\u4ec0\u4e48\u50cf\u2026\u2026\u6240\u63d0\u4f9b\u7684\u3001\u5177\u6709\u5185\u7f6e\u98ce\u9669\u7ba1\u7406\u529f\u80fd\u7684\u89e3\u51b3\u65b9\u6848\u3002 <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\">InvestGlass\uff1a\u6570\u636e\u4e3b\u6743<\/a>, \u5bf9\u4e8e\u7ef4\u62a4\u5f3a\u5927\u7684\u5408\u89c4\u6027\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-the-ever-evolving-regulatory-landscape\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4e0d\u65ad\u53d8\u5316\u7684\u76d1\u7ba1\u73af\u5883<\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u6027\u5e76\u975e\u4e00\u6b21\u6027\u7684\u52fe\u9009\u9879\uff1b\u5b83\u662f\u4e00\u4e2a\u6301\u7eed\u4e14\u52a8\u6001\u7684\u6311\u6218\u3002\u6cd5\u89c4\uff0c\u4f8b\u5982 <strong>\u6b27\u76df\u7b2c\u516d\u4e2a\u53cd\u6d17\u94b1\u6307\u4ee4\uff086AMLD\uff09<\/strong> \u6269\u5927\u4e86\u91d1\u878d\u72af\u7f6a\u7684\u5b9a\u4e49\uff0c\u52a0\u91cd\u4e86\u5904\u7f5a\uff0c\u5e76\u63a8\u51fa\u4e86\u65b0\u7684\u516c\u53f8\u8d23\u4efb\u8981\u6c42\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u6570\u636e\u9690\u79c1\u6cd5\uff0c\u4f8b\u5982 <strong>\u901a\u7528\u6570\u636e\u4fdd\u62a4\u6761\u4f8b<\/strong> \u5bf9\u5ba2\u6237\u6570\u636e\u7684\u6536\u96c6\u3001\u5904\u7406\u548c\u5b58\u50a8\u65b9\u5f0f\u65bd\u52a0\u4e25\u683c\u7684\u89c4\u5b9a\u3002\u91d1\u878d\u673a\u6784\u5fc5\u987b\u5e94\u5bf9\u9519\u7efc\u590d\u6742\u7684\u4e92\u8054\u89c4\u5b9a\uff0c\u8fd9\u4e9b\u89c4\u5b9a\u56e0\u53f8\u6cd5\u7ba1\u8f96\u533a\u800c\u5f02\uff0c\u4f7f\u5f97\u7edf\u4e00\u4e14\u53ef\u9002\u5e94\u7684\u5408\u89c4\u6846\u67b6\u6bd4\u4ee5\u5f80\u4efb\u4f55\u65f6\u5019\u90fd\u66f4\u52a0\u91cd\u8981\u3002\u8981\u5728\u591a\u4e2a\u53f8\u6cd5\u7ba1\u8f96\u533a\u8ddf\u4e0a\u4e0d\u65ad\u53d8\u5316\u7684\u6cd5\u89c4\uff0c\u9700\u8981\u80fd\u591f\u901a\u8fc7\u9002\u5e94\u9891\u7e41\u53d8\u5316\u548c\u652f\u6301\u591a\u6837\u5316\u7684\u56fd\u9645\u8981\u6c42\u6765\u786e\u4fdd\u6cd5\u89c4\u5408\u89c4\u7684\u5e73\u53f0\u3002\u672a\u80fd\u8ddf\u4e0a\u8fd9\u4e9b\u53d8\u5316\u4e0d\u4ec5\u4f1a\u5bfc\u81f4\u7f5a\u6b3e\uff0c\u8fd8\u4f1a\u5bfc\u81f4\u4e1a\u52a1\u53d7\u9650\u548c\u8fd0\u8425\u8bb8\u53ef\u8bc1\u4e22\u5931\u3002\u624b\u52a8\u7ba1\u7406\u8fd9\u4e9b\u8981\u6c42\u6240\u5e26\u6765\u7684\u590d\u6742\u6027\u662f\u8f6c\u5411\u63d0\u4f9b\u81ea\u52a8\u5316\u6cd5\u89c4\u66f4\u65b0\u548c\u62a5\u544a\u7684\u96c6\u6210\u5e73\u53f0\u7684\u4e3b\u8981\u9a71\u52a8\u529b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-core-pillars-of-a-modern-client-onboarding-platform\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u73b0\u4ee3\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u7684\u56db\u5927\u652f\u67f1<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u4e86\u6709\u6548\u5e94\u5bf9\u73b0\u4ee3\u91d1\u878d\u683c\u5c40\u7684\u6311\u6218\uff0c\u5ba2\u6237\u5165\u95e8\u5e73\u53f0\u5fc5\u987b\u5efa\u7acb\u5728\u4e00\u7cfb\u5217\u5173\u952e\u652f\u67f1\u7684\u57fa\u7840\u4e0a\uff0c\u4ee5\u786e\u4fdd\u6548\u7387\u3001\u5408\u89c4\u6027\u548c\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\u3002\u73b0\u4ee3 KYC\uff08\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff09\u89e3\u51b3\u65b9\u6848\u901a\u8fc7\u652f\u6301\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u5404\u4e2a\u9636\u6bb5\uff0c\u4ece\u521d\u59cb\u5165\u95e8\u5230\u6301\u7eed\u5408\u89c4\u548c\u98ce\u9669\u7ba1\u7406\uff0c\u53d1\u6325\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\uff0c\u4f7f\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u80fd\u591f\u5728\u6bcf\u4e2a\u9636\u6bb5\u4fdd\u6301\u5b89\u5168\u6027\u548c\u76d1\u7ba1\u9075\u4ece\u6027\u3002\u8fd9\u4e9b\u4e0d\u4ec5\u4ec5\u662f\u529f\u80fd\uff0c\u800c\u662f\u533a\u5206\u771f\u6b63\u6709\u6548\u7684\u89e3\u51b3\u65b9\u6848\u4e0e\u57fa\u672c\u5165\u95e8\u7ea7\u5de5\u5177\u7684\u6839\u672c\u80fd\u529b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-digital-first-omnichannel-experience\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">1. \u6570\u5b57\u5316\u4f18\u5148\uff0c\u5168\u6e20\u9053\u4f53\u9a8c<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5165\u804c\u5e94\u59cb\u4e8e\u5ba2\u6237\u6240\u5728\u7684\u4efb\u4f55\u5730\u65b9\u3002.<\/strong> \u4e00\u4e2a\u73b0\u4ee3\u5316\u7684\u5e73\u53f0\u5fc5\u987b\u5728\u6240\u6709\u6e20\u9053\u63d0\u4f9b\u65e0\u7f1d\u4e14\u4e00\u81f4\u7684\u4f53\u9a8c\uff0c\u65e0\u8bba\u5ba2\u6237\u4f7f\u7528\u7684\u662f\u7b14\u8bb0\u672c\u7535\u8111\u3001\u5e73\u677f\u7535\u8111\u8fd8\u662f\u667a\u80fd\u624b\u673a\u3002\u7cbe\u5fc3\u8bbe\u8ba1\u7684\u5165\u804c\u6d41\u7a0b\u5bf9\u4e8e\u7b80\u5316\u5165\u804c\u81f3\u5173\u91cd\u8981\uff0c\u5b83\u901a\u8fc7\u81ea\u52a8\u5316\u6570\u636e\u6536\u96c6\u3001\u81ea\u7136\u5730\u96c6\u6210 KYC \u68c0\u67e5\u4ee5\u53ca\u51cf\u5c11\u8fd0\u8425\u5ef6\u8fdf\u6765\u63d0\u9ad8\u5ba2\u6237\u548c\u673a\u6784\u7684\u6574\u4f53\u6570\u5b57\u4f53\u9a8c\u3002\u8fd9\u610f\u5473\u7740\u9700\u8981\u63d0\u4f9b\u76f4\u89c2\u7684\u7535\u5b50\u8868\u683c\u3001\u5b89\u5168\u7684\u6587\u6863\u4e0a\u4f20\u95e8\u6237\u4ee5\u53ca\u5728\u6574\u4e2a\u6d41\u7a0b\u4e2d\u6e05\u6670\u7684\u6c9f\u901a\u3002\u76ee\u6807\u662f\u8ba9\u5ba2\u6237\u80fd\u591f\u4ee5\u81ea\u5df1\u7684\u8282\u594f\uff0c\u4ece\u4efb\u4f55\u8bbe\u5907\u5b8c\u6210\u4ed6\u4eec\u7684\u5165\u804c\u6d41\u7a0b\uff0c\u800c\u65e0\u9700\u524d\u5f80\u5b9e\u4f53\u5206\u884c\u3002\u8fd9\u79cd\u65b9\u6cd5\u4e0d\u4ec5\u6ee1\u8db3\u4e86\u5f53\u4eca\u7cbe\u901a\u6570\u5b57\u6280\u672f\u7684\u6295\u8d44\u8005\u7684\u671f\u671b\uff0c\u800c\u4e14\u8fd8\u5927\u5927\u51cf\u8f7b\u4e86\u91d1\u878d\u673a\u6784\u7684\u7ba1\u7406\u8d1f\u62c5\u3002 <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\">InvestGlass \u6295\u8d44\u8005\u95e8\u6237\u7f51\u7ad9<\/a> \u662f\u63d0\u4f9b\u4e16\u754c\u4e00\u6d41\u7684\u3001\u5168\u6e20\u9053\u5165\u804c\u4f53\u9a8c\u7684\u5178\u8303\u3002\u8fd9\u610f\u5473\u7740\u5ba2\u6237\u53ef\u4ee5\u5728\u5bb6\u91cc\u7684\u7b14\u8bb0\u672c\u7535\u8111\u4e0a\u5f00\u59cb\u7533\u8bf7\uff0c\u5728\u901a\u52e4\u65f6\u7528\u624b\u673a\u4e0a\u4f20\u6587\u4ef6\uff0c\u5e76\u5728\u5206\u652f\u673a\u6784\u7684\u5e73\u677f\u7535\u8111\u4e0a\u4e0e\u5ba2\u6237\u7ecf\u7406\u4e00\u8d77\u5b8c\u6210\u7ec6\u8282\uff0c\u6240\u6709\u8fd9\u4e9b\u90fd\u4e0d\u4f1a\u4e22\u5931\u4efb\u4f55\u6570\u636e\u6216\u4e0a\u4e0b\u6587\u3002\u8fd9\u79cd\u65e0\u7f1d\u7684\u65c5\u7a0b\u4e0d\u4ec5\u4ec5\u662f\u4e00\u79cd\u4fbf\u5229\uff1b\u5b83\u6709\u529b\u5730\u8868\u660e\u4e86\u8be5\u673a\u6784\u5bf9\u73b0\u4ee3\u3001\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u670d\u52a1\uff08\u5728\u5173\u4e8e...\u7684\u8ba8\u8bba\u4e2d\u7684\u4e00\u4e2a\u5173\u952e\u4e3b\u9898\uff09\u7684\u627f\u8bfa\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\u9876\u7ea7\u91d1\u878d\u670d\u52a1CRM<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-automated-and-intelligent-data-collection\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">2. \u81ea\u52a8\u5316\u4e0e\u667a\u80fd\u5316\u6570\u636e\u6536\u96c6<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u624b\u52a8\u6570\u636e\u5f55\u5165\u662f\u8fc7\u53bb\u7684\u9057\u7269\u3002.<\/strong> \u4e00\u4e2a\u5148\u8fdb\u7684\u5165\u804c\u5e73\u53f0\u5e94\u80fd\u81ea\u52a8\u6536\u96c6\u5ba2\u6237\u6570\u636e\uff0c\u5229\u7528\u667a\u80fd\u8868\u5355\u52a8\u6001\u9002\u5e94\u5ba2\u6237\u7684\u4e2a\u4eba\u8d44\u6599\u4ee5\u53ca\u4ed6\u4eec\u7533\u8bf7\u7684\u4ea7\u54c1\u6216\u670d\u52a1\u7684\u7279\u5b9a\u8981\u6c42\u3002\u8fd9\u5305\u62ec\u9884\u5148\u586b\u5199\u6765\u81ea\u73b0\u6709\u6765\u6e90\u7684\u4fe1\u606f\uff0c\u4f7f\u7528\u5149\u5b66\u5b57\u7b26\u8bc6\u522b (OCR) \u4ece\u6587\u6863\u4e2d\u63d0\u53d6\u6570\u636e\uff0c\u5e76\u4e0e\u7b2c\u4e09\u65b9\u6570\u636e\u63d0\u4f9b\u5546\u96c6\u6210\u4ee5\u5b9e\u65f6\u9a8c\u8bc1\u4fe1\u606f\u3002\u81ea\u52a8\u5316\u7684\u8eab\u4efd\u9a8c\u8bc1\u6d41\u7a0b\uff0c\u4f8b\u5982\u6570\u5b57\u8eab\u4efd\u68c0\u67e5\u3001\u751f\u7269\u8bc6\u522b\u9a8c\u8bc1\u548c\u53ef\u4fe1\u6570\u636e\u6e90\uff0c\u88ab\u5185\u7f6e\u4e8e\u5de5\u4f5c\u6d41\u7a0b\u4e2d\uff0c\u4ee5\u5b89\u5168\u5730\u9a8c\u8bc1\u4e2a\u4eba\u8eab\u4efd\uff0c\u800c\u4e1a\u52a1\u9a8c\u8bc1\u5219\u786e\u4fdd\u516c\u53f8\u4fe1\u606f\u7684\u51c6\u786e\u6027\uff0c\u8bc6\u522b\u6700\u7ec8\u53d7\u76ca\u4eba (UBO)\uff0c\u5e76\u5bf9\u4f01\u4e1a\u5ba2\u6237\u6267\u884c\u6301\u7eed\u7684\u5236\u88c1\u68c0\u67e5\u3002\u901a\u8fc7\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u624b\u52a8\u8f93\u5165\uff0c\u516c\u53f8\u53ef\u4ee5\u5927\u5927\u964d\u4f4e\u9519\u8bef\u98ce\u9669\u5e76\u52a0\u901f\u6574\u4e2a\u6d41\u7a0b\u3002\u8fd9\u79cd\u7a0b\u5ea6\u7684\u81ea\u52a8\u5316\u662f...\u7684\u6838\u5fc3\u7ec4\u6210\u90e8\u5206 <a 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\">InvestGlass \u6570\u5b57\u5165\u804c\u89e3\u51b3\u65b9\u6848<\/a>. \u4e3e\u4f8b\u6765\u8bf4\uff0c\u7cfb\u7edf\u53ef\u4ee5\u4f7f\u7528\u90ae\u653f\u7f16\u7801\u67e5\u8be2\u670d\u52a1\u81ea\u52a8\u586b\u5145\u5730\u5740\u5b57\u6bb5\uff0c\u800c\u4e0d\u662f\u8ba9\u5ba2\u6237\u624b\u52a8\u8f93\u5165\u5730\u5740\uff0c\u4ece\u800c\u51cf\u5c11\u51fb\u952e\u6b21\u6570\u5e76\u6d88\u9664\u62fc\u5199\u9519\u8bef\u3002\u540c\u6837\uff0c\u901a\u8fc7\u4e0e\u516c\u53f8\u6ce8\u518c\u673a\u6784\u96c6\u6210\uff0c\u8be5\u5e73\u53f0\u53ef\u4ee5\u63d0\u53d6\u5b98\u65b9\u516c\u53f8\u6570\u636e\u4f9b\u4f01\u4e1a\u5ba2\u6237\u4f7f\u7528\uff0c\u4ece\u800c\u8282\u7701\u65f6\u95f4\u5e76\u786e\u4fdd\u51c6\u786e\u6027\u3002\u8fd9\u79cd\u667a\u80fd\u81ea\u52a8\u5316\u5c06\u5165\u804c\u6d41\u7a0b\u4ece\u4e00\u9879\u7e41\u7410\u7684\u4efb\u52a1\u8f6c\u53d8\u4e3a\u5feb\u901f\u3001\u4e13\u4e1a\u7684\u4e92\u52a8\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-integrated-kyc-and-aml-screening\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">3. \u7edf\u4e00\u7684KYC\u548cAML\u7b5b\u67e5<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5408\u89c4\u4e0d\u80fd\u662f\u4e8b\u540e\u8bf8\u845b\u4eae\u3002.<\/strong> \u6700\u6709\u6548\u7684\u5165\u804c\u5e73\u53f0\u5c06KYC\u548cAML\u68c0\u67e5\u76f4\u63a5\u5d4c\u5165\u5de5\u4f5c\u6d41\u7a0b\u4e2d\uff0c\u5229\u7528\u6570\u5b57\u8eab\u4efd\u9a8c\u8bc1\u548c\u6570\u5b57\u8eab\u4efd\u9a8c\u8bc1\u89e3\u51b3\u65b9\u6848\u6765\u81ea\u52a8\u5316\u548c\u589e\u5f3a\u5408\u89c4\u6027\u5de5\u4f5c\u6d41\u7a0b\u3002\u5ba2\u6237\u63d0\u4ea4\u4fe1\u606f\u540e\uff0c\u7cfb\u7edf\u4f1a\u81ea\u52a8\u5c06\u5176\u4e0e\u5168\u7403\u89c2\u5bdf\u540d\u5355\u3001\u5236\u88c1\u540d\u5355\u548c\u653f\u6cbb\u516c\u4f17\u4eba\u7269\uff08PEP\uff09\u6570\u636e\u5e93\u8fdb\u884c\u7b5b\u67e5\u3002\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u8eab\u4efd\u9a8c\u8bc1\u901a\u8fc7\u5148\u8fdb\u7684\u81ea\u52a8\u5316\u8fdb\u4e00\u6b65\u7b80\u5316\u4e86\u8fd9\u4e00\u6d41\u7a0b\uff0c\u63d0\u9ad8\u4e86\u51c6\u786e\u6027\u548c\u901f\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9a8c\u8bc1\u8fc7\u7a0b\u5e94\u5305\u62ec\u751f\u7269\u8bc6\u522b\u9a8c\u8bc1\u3001\u6d3b\u4f53\u771f\u5b9e\u6027\u9a8c\u8bc1\u548c\u6d3b\u4f53\u68c0\u6d4b\uff0c\u4ee5\u786e\u4fdd\u88ab\u9a8c\u8bc1\u8005\u672c\u4eba\u5728\u573a\u4e14\u771f\u5b9e\uff0c\u4ece\u800c\u9632\u6b62\u6df1\u5ea6\u4f2a\u9020\u5192\u5145\u548c\u6b3a\u9a97\u7b49\u6b3a\u8bc8\u884c\u4e3a\u3002\u6587\u4ef6\u8ba4\u8bc1\u3001\u6587\u4ef6\u9a8c\u8bc1\u548c\u8eab\u4efd\u9a8c\u8bc1\u540c\u6837\u81f3\u5173\u91cd\u8981\uff0c\u7528\u4e8e\u9a8c\u8bc1\u653f\u5e9c\u9881\u53d1\u7684\u8eab\u4efd\u8bc1\u4ef6\uff0c\u5e76\u786e\u8ba4\u5176\u771f\u5b9e\u6027\uff0c\u4f5c\u4e3a\u5168\u9762\u9a8c\u8bc1\u6d41\u7a0b\u7684\u4e00\u90e8\u5206\u3002 <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> \u8fc7\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ef4\u62a4\u5168\u9762\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u5bf9\u4e8e\u76d1\u7ba1\u5408\u89c4\u81f3\u5173\u91cd\u8981\uff0c\u5b83\u63d0\u4f9b\u4e86\u5728\u5165\u804c\u548c\u6301\u7eed\u76d1\u63a7\u8fc7\u7a0b\u4e2d\u91c7\u53d6\u7684\u6240\u6709\u884c\u52a8\u548c\u51b3\u7b56\u7684\u900f\u660e\u8bb0\u5f55\u3002\u8fd9\u79cd\u5f00\u7bb1\u5373\u7528\u7684\u96c6\u6210\u662f\u4e13\u95e8\u4e3a\u53d7\u76d1\u7ba1\u884c\u4e1a\u8bbe\u8ba1\u7684\u89e3\u51b3\u65b9\u6848\u7684\u771f\u6b63\u4eae\u70b9\u3002\u5b83\u786e\u4fdd\u5408\u89c4\u6027\u4e0d\u662f\u4e00\u4e2a\u5355\u72ec\u7684\u624b\u52a8\u6b65\u9aa4\uff0c\u800c\u662f\u5165\u804c\u6d41\u7a0b\u7684\u5185\u5728\u7ec4\u6210\u90e8\u5206\u3002\u60a8\u53ef\u4ee5\u901a\u8fc7\u9605\u8bfb\u4ee5\u4e0b\u5185\u5bb9\u6765\u4e86\u89e3\u6b64\u96c6\u6210\u7684\u91cd\u8981\u6027\uff1a <a 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\u7684\u6700\u4f73\u5b9e\u8df5<\/a>. \u8fd9\u79cd\u5b9e\u65f6\u7684\u3001\u4e00\u4f53\u5316\u7684\u7b5b\u67e5\u610f\u5473\u7740\u6f5c\u5728\u95ee\u9898\uff0c\u4f8b\u5982\u5ba2\u6237\u51fa\u73b0\u5728\u5236\u88c1\u540d\u5355\u4e0a\uff0c\u4f1a\u7acb\u5373\u88ab\u6807\u8bb0\u51fa\u6765\uff0c\u4ece\u800c\u4f7f\u5408\u89c4\u56e2\u961f\u80fd\u591f\u7acb\u5373\u8fdb\u884c\u8c03\u67e5\uff0c\u800c\u4e0d\u662f\u5728\u51e0\u5929\u6216\u51e0\u5468\u540e\u624d\u53d1\u73b0\u95ee\u9898\u3002\u8fd9\u79cd\u4e3b\u52a8\u7684\u65b9\u6cd5\u662f\u5065\u5168\u7684[... ] <a href=\"https:\/\/www.investglass.com\/zh\/kyc\/\" target=\"_self\">KYC \u6846\u67b6<\/a> \u5bf9\u4e8e\u5728\u53d7\u76d1\u7ba1\u73af\u5883\u4e2d\u8fd0\u8425\u7684\u4efb\u4f55\u673a\u6784\u800c\u8a00\uff0c\u8fd9\u4e00\u70b9\u90fd\u662f\u4e00\u9879\u4e0d\u5bb9\u8c08\u5224\u7684\u7279\u6027\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-dynamic-risk-profiling-and-scoring\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">4. \u52a8\u6001\u98ce\u9669\u753b\u50cf\u4e0e\u8bc4\u5206<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e00\u5200\u5207\u7684\u98ce\u9669\u7ba1\u7406\u65b9\u6cd5\u5df2\u4e0d\u518d\u8db3\u591f\u3002.<\/strong> \u73b0\u4ee3\u5e73\u53f0\u5fc5\u987b\u80fd\u591f\u6839\u636e\u5ba2\u6237\u7684\u5730\u7406\u4f4d\u7f6e\u3001\u4ea4\u6613\u6a21\u5f0f\u548c\u4e1a\u52a1\u6027\u8d28\u7b49\u5e7f\u6cdb\u56e0\u7d20\uff0c\u4e3a\u6bcf\u4e2a\u5ba2\u6237\u521b\u5efa\u52a8\u6001\u98ce\u9669\u753b\u50cf\u3002\u5e73\u53f0\u5e94\u6301\u7eed\u66f4\u65b0\u5ba2\u6237\u98ce\u9669\u753b\u50cf\uff0c\u5e76\u5229\u7528\u5148\u8fdb\u7684\u98ce\u9669\u8bc4\u4f30\u65b9\u6cd5\uff0c\u8fd0\u7528\u81ea\u52a8\u5316\u548c\u4eba\u5de5\u667a\u80fd\u6280\u672f\u6765\u68c0\u6d4b\u6f5c\u5728\u7684\u975e\u6cd5\u6d3b\u52a8\u5e76\u786e\u4fdd\u5408\u89c4\u6027\u3002\u98ce\u9669\u8bc4\u5206\u5e94\u968f\u7740\u65b0\u4fe1\u606f\u7684\u51fa\u73b0\u800c\u4e0d\u65ad\u66f4\u65b0\uff0c\u4f7f\u673a\u6784\u80fd\u591f\u5e94\u7528\u9002\u5f53\u7ea7\u522b\u7684\u5ba1\u67e5\u548c\u6301\u7eed\u76d1\u63a7\u3002\u8fd9\u79cd\u57fa\u4e8e\u98ce\u9669\u7684\u65b9\u6cd5\u662f MiFID II \u7b49\u6cd5\u89c4\u7684\u57fa\u77f3\uff0c\u5bf9\u4e8e\u6709\u6548\u5206\u914d\u5408\u89c4\u8d44\u6e90\u81f3\u5173\u91cd\u8981\u3002\u53ef\u5b9a\u5236\u98ce\u9669\u53c2\u6570\u7684\u80fd\u529b\u662f\u50cfXX\u4e00\u6837\u7684\u7075\u6d3b\u5e73\u53f0\u7684\u4e00\u4e2a\u5173\u952e\u4f18\u52bf\u3002 <strong>\u6295\u8d44\u73bb\u7483<\/strong>. \u4f8b\u5982\uff0c\u516c\u53f8\u53ef\u4ee5\u5c06\u7cfb\u7edf\u914d\u7f6e\u4e3a\u5bf9\u6765\u81ea\u7279\u5b9a\u9ad8\u98ce\u9669\u53f8\u6cd5\u7ba1\u8f96\u533a\u6216\u4ece\u4e8b\u7279\u5b9a\u884c\u4e1a\u7684\u5ba2\u6237\u5206\u914d\u66f4\u9ad8\u7684\u98ce\u9669\u8bc4\u5206\u3002\u8fd9\u4f7f\u5f97\u8be5\u673a\u6784\u80fd\u591f\u5c06\u5176\u52a0\u5f3a\u7684\u5c3d\u804c\u8c03\u67e5\u5de5\u4f5c\u96c6\u4e2d\u5728\u6700\u9700\u8981\u7684\u5730\u65b9\uff0c\u800c\u4e0d\u662f\u91c7\u53d6\u6210\u672c\u9ad8\u6602\u4e14\u6548\u7387\u4f4e\u4e0b\u7684\u201c\u4e00\u5200\u5207\u201d\u65b9\u6cd5\u3002\u8fd9\u79cd\u667a\u80fd\u98ce\u9669\u7ec6\u5206\u662f\u6210\u719f\u5408\u89c4\u8ba1\u5212\u7684\u6807\u5fd7\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-centralised-case-management-and-audit-trail\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">5. \u96c6\u4e2d\u5316\u6848\u4ef6\u7ba1\u7406\u548c\u5ba1\u8ba1\u8ddf\u8e2a<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u53ef\u89c1\u6027\u548c\u95ee\u8d23\u5236\u81f3\u5173\u91cd\u8981\u3002.<\/strong> \u6240\u6709\u4e0e\u5ba2\u6237\u5165\u804c\u76f8\u5173\u7684\u4fe1\u606f\u3001\u6587\u4ef6\u548c\u51b3\u7b56\u90fd\u5e94\u5b58\u50a8\u5728\u4e00\u4e2a\u96c6\u4e2d\u7684\u4f4d\u7f6e\u3002\u8fd9\u4e3a\u4ece\u521d\u6b65\u63a5\u89e6\u5230\u6700\u7ec8\u6279\u51c6\u7684\u6574\u4e2a\u8fc7\u7a0b\u63d0\u4f9b\u4e86\u5b8c\u6574\u3001\u53ef\u5ba1\u8ba1\u7684\u8bb0\u5f55\u3002\u5168\u9762\u7684\u5ba1\u8ba1\u8ffd\u8e2a\u548c\u900f\u660e\u7684\u9a8c\u8bc1\u6d41\u7a0b\u5bf9\u4e8e\u76d1\u7ba1\u5ba1\u8ba1\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u4eec\u4f7f\u91d1\u878d\u673a\u6784\u80fd\u591f\u8ffd\u8e2a\u8eab\u4efd\u9a8c\u8bc1\u7684\u6bcf\u4e00\u6b65\uff0c\u652f\u6301\u5408\u89c4\u62a5\u544a\uff0c\u5e76\u8bc1\u660e\u5728\u5165\u804c\u548c\u76d1\u63a7\u9636\u6bb5\u7684\u5c3d\u804c\u8c03\u67e5\u3002\u4e00\u4e2a\u5f3a\u5927\u7684\u6848\u4ef6\u7ba1\u7406\u7cfb\u7edf\u5141\u8bb8\u5408\u89c4\u5b98\u3001\u5ba2\u6237\u7ecf\u7406\u548c\u5176\u4ed6\u5229\u76ca\u76f8\u5173\u8005\u6709\u6548\u534f\u4f5c\uff0c\u8ddf\u8e2a\u6bcf\u4e2a\u7533\u8bf7\u7684\u72b6\u6001\uff0c\u5e76\u89e3\u51b3\u53ef\u80fd\u51fa\u73b0\u7684\u4efb\u4f55\u95ee\u9898\u3002\u8fd9\u4e2a\u8be6\u7ec6\u7684\u5ba1\u8ba1\u8ffd\u8e2a\u4e0d\u4ec5\u5bf9\u5185\u90e8\u6cbb\u7406\u81f3\u5173\u91cd\u8981\uff0c\u800c\u4e14\u5bf9\u4e8e\u5411\u76d1\u7ba1\u673a\u6784\u8bc1\u660e\u5408\u89c4\u6027\u4e5f\u81f3\u5173\u91cd\u8981\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\">InvestGlass \u91d1\u878d\u670d\u52a1 CRM<\/a> \u63d0\u4f9b\u6b64\u57fa\u672c\u96c6\u4e2d\u7684\u89c6\u56fe\uff0c\u786e\u4fdd\u5b8c\u5168\u900f\u660e\u3002\u8fd9\u610f\u5473\u7740\uff0c\u5982\u679c\u76d1\u7ba1\u673a\u6784\u8981\u6c42\u67e5\u770b\u7279\u5b9a\u5ba2\u6237\u7684\u5b8c\u6574\u5165\u804c\u6587\u4ef6\uff0c\u5408\u89c4\u5b98\u53ef\u4ee5\u5728\u51e0\u5206\u949f\u5185\u751f\u6210\u4e00\u4efd\u5168\u9762\u7684\u62a5\u544a\uff0c\u5176\u4e2d\u5305\u62ec\u6240\u6709\u6587\u4ef6\u3001\u7b5b\u67e5\u7ed3\u679c\u3001\u5185\u90e8\u6ce8\u91ca\u548c\u6279\u51c6\u65f6\u95f4\u6233\u3002\u8fd9\u79cd\u7ea7\u522b\u7684\u53ef\u5ba1\u8ba1\u6027\u4e0d\u4ec5\u4ec5\u662f\u4e3a\u4e86\u901a\u8fc7\u8003\u8bd5\uff1b\u5b83\u8fd8\u5173\u4e4e\u57f9\u517b\u95ee\u8d23\u6587\u5316\u5e76\u5c55\u793a\u5065\u5168\u7684\u516c\u53f8\u6cbb\u7406\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-comparing-the-top-client-onboarding-platforms\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6bd4\u8f83\u9876\u7ea7\u5ba2\u6237\u5165\u804c\u5e73\u53f0<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u9009\u62e9\u6700\u4f73\u7684 KYC\uff08\u4e86\u89e3\u60a8\u7684\u5ba2\u6237\uff09\u8f6f\u4ef6\u4f9b\u5e94\u5546\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u6700\u4f73\u7684 KYC \u89e3\u51b3\u65b9\u6848\u5c06\u786e\u4fdd\u65e0\u7f1d\u96c6\u6210\u3001\u7a33\u5065\u7684\u5408\u89c4\u6027\u548c\u8fd0\u8425\u6548\u7387\u3002\u9009\u62e9\u6b63\u786e\u7684 KYC \u4f9b\u5e94\u5546\u4e0d\u4ec5\u6709\u52a9\u4e8e\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\uff0c\u8fd8\u80fd\u4fdd\u62a4\u4f01\u4e1a\u58f0\u8a89\u5e76\u964d\u4f4e\u6b3a\u8bc8\u98ce\u9669\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u867d\u7136\u8bb8\u591a\u5e73\u53f0\u58f0\u79f0\u63d0\u4f9b\u5ba2\u6237\u5165\u804c\u89e3\u51b3\u65b9\u6848\uff0c\u4f46\u53ea\u6709\u6781\u5c11\u6570\u5e73\u53f0\u80fd\u591f\u63d0\u4f9b\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u6240\u9700\u7684\u5168\u9762\u3001\u5f00\u7bb1\u5373\u7528\u7684\u529f\u80fd\u3002\u5728\u8fd9\u91cc\uff0c\u6211\u4eec\u6bd4\u8f83\u4e86\u5e02\u573a\u4e0a\u4e00\u4e9b\u4e3b\u8981\u7684\u7ade\u4e89\u8005\uff0c\u5e76\u8003\u8651\u4e86\u4e0d\u540c\u7684 KYC \u8f6f\u4ef6\u63d0\u4f9b\u5546\u5982\u4f55\u5904\u7406\u529f\u80fd\u548c KYC \u8f6f\u4ef6\u6210\u672c\uff0c\u540e\u8005\u53ef\u80fd\u56e0\u63d0\u4f9b\u5546\u3001\u4ea4\u6613\u91cf\u4ee5\u53ca\u81ea\u52a8\u5316\u6216\u96c6\u6210\u6c34\u5e73\u7684\u4e0d\u540c\u800c\u6709\u663e\u8457\u5dee\u5f02\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>\u8d39\u5185\u6208<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>nCino<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>Appway\uff08\u73b0\u4e3a FNZ \u7684\u4e00\u90e8\u5206\uff09<\/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>\u8d22\u5bcc\u7ba1\u7406\u3001\u79c1\u4eba\u94f6\u884c\u3001\u8d44\u4ea7\u7ba1\u7406\u4eba<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4f01\u4e1a\u4e0e\u673a\u6784\u94f6\u884c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5546\u4e1a\u4e0e\u96f6\u552e\u94f6\u884c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u8d22\u5bcc\u7ba1\u7406\uff0c\u96f6\u552e\u94f6\u884c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>KYC\/AML \u96c6\u6210<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5168\u9762\u96c6\u6210\uff0c\u5f00\u7bb1\u5373\u7528<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6838\u5fc3\u4ea7\u54c1\uff0c\u9ad8\u5ea6\u53ef\u914d\u7f6e<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5f3a\u5927\uff0c\u4e0e\u7b2c\u4e09\u65b9\u96c6\u6210<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5f3a\u5927\u3001\u57fa\u4e8e\u7ec4\u4ef6\u7684\u96c6\u6210<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u90e8\u7f72\u6a21\u5f0f<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e91\uff0c\u672c\u5730\uff0c\u79c1\u6709\u4e91<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e91\uff0c\u672c\u5730<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e91\uff08Salesforce \u539f\u751f\uff09<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e91\uff0c\u672c\u5730<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u5b9a\u5236<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u5ea6\u7075\u6d3b\u3001\u65e0\u4ee3\u7801\u81ea\u52a8\u5316<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5e7f\u6cdb\u7684\u5b9a\u5236\uff0c\u590d\u6742\u7684<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u914d\u7f6e\u4f18\u4e8e\u5b9a\u5236<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u5ea6\u53ef\u5b9a\u5236\uff0c\u4ee5\u5f00\u53d1\u8005\u4e3a\u4e2d\u5fc3<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u7528\u6237\u4f53\u9a8c<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u73b0\u4ee3\u3001\u76f4\u89c2\u3001\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7a33\u5065\u3001\u5408\u89c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7cbe\u7b80\uff0c\u6d41\u7a0b\u9a71\u52a8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7075\u6d3b\uff0c\u9700\u8981UI\/UX\u8bbe\u8ba1<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-investglass-the-agile-and-integrated-solution\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">InvestGlass\uff1a\u654f\u6377\u4e14\u96c6\u6210\u5316\u7684\u89e3\u51b3\u65b9\u6848<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u4ee5\u5176\u72ec\u7279\u7684\u654f\u6377\u6027\u3001\u7075\u6d3b\u6027\u548c\u5168\u9762\u7684\u5408\u89c4\u529f\u80fd\u800c\u8131\u9896\u800c\u51fa\u3002.<\/strong> \u4e0e\u4e00\u4e9b\u89c4\u6a21\u8f83\u5927\u3001\u66f4\u5e9e\u5927\u7684\u5e73\u53f0\u4e0d\u540c\uff0cInvestGlass \u7684\u8bbe\u8ba1\u6613\u4e8e\u914d\u7f6e\uff0c\u5e76\u80fd\u6839\u636e\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u3001\u79c1\u4eba\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u7684\u7279\u5b9a\u9700\u6c42\u8fdb\u884c\u8c03\u6574\u3002\u5176\u65e0\u4ee3\u7801\u81ea\u52a8\u5316\u5de5\u5177\u4f7f\u516c\u53f8\u80fd\u591f\u8bbe\u8ba1\u548c\u90e8\u7f72\u81ea\u5df1\u7684\u5165\u804c\u5de5\u4f5c\u6d41\u7a0b\uff0c\u800c\u65e0\u9700\u4f9d\u8d56\u6602\u8d35\u7684 IT \u8d44\u6e90\u3002InvestGlass \u63d0\u4f9b\u5f3a\u5927\u7684\u96c6\u6210\u80fd\u529b\uff0c\u80fd\u591f\u4e0e\u73b0\u6709\u7cfb\u7edf\u65e0\u7f1d\u8fde\u63a5 <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\">\u8bf8\u5982 CRM \u7b49\u7cfb\u7edf<\/a> \u548c\u8fd0\u8425\u8f6f\u4ef6\uff0c\u8fd9\u786e\u4fdd\u4e86\u7edf\u4e00\u7684\u5165\u804c\u4f53\u9a8c\u4ee5\u53ca\u4e0e\u5f53\u524d\u57fa\u7840\u8bbe\u65bd\u7684\u987a\u7545\u517c\u5bb9\u6027\u3002\u8fd9\u4f7f\u5176\u6210\u4e3a\u9700\u8981\u5feb\u901f\u884c\u52a8\u5e76\u5e94\u5bf9\u4e0d\u65ad\u53d8\u5316\u7684\u5e02\u573a\u6761\u4ef6\u7684\u673a\u6784\u7684\u7406\u60f3\u9009\u62e9\u3002\u6b64\u5916\uff0c\u5176\u745e\u58eb\u6258\u7ba1\u548c\u5bf9\u6570\u636e\u4e3b\u6743\u7684\u627f\u8bfa\u63d0\u4f9b\u4e86\u989d\u5916\u7684\u5b89\u5168\u6027\u548c\u4fe1\u4efb\u5c42\uff0c\u8fd9\u5bf9\u4e8e\u6570\u636e\u9690\u79c1\u6cd5\u89c4\u4e25\u683c\u7684\u5730\u533a\u5ba2\u6237\u6765\u8bf4\u5c24\u4e3a\u91cd\u8981\u3002\u8be5\u5e73\u53f0\u4e13\u6ce8\u4e8e\u6574\u4f53 <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> \u786e\u4fdd\u5165\u804c\u4e0d\u4ec5\u4ec5\u662f\u4e00\u6b21\u6027\u4e8b\u4ef6\uff0c\u800c\u662f\u957f\u671f\u3001\u6570\u636e\u9a71\u52a8\u7684\u5408\u4f5c\u5173\u7cfb\u7684\u5f00\u59cb\u3002\u8fd9\u79cd\u96c6\u6210\u65b9\u6cd5\u610f\u5473\u7740\u5165\u804c\u8fc7\u7a0b\u4e2d\u6355\u83b7\u7684\u6570\u636e\u80fd\u591f\u65e0\u7f1d\u5730\u6d41\u5165\u5ba2\u6237\u6863\u6848\uff0c\u4ece\u800c\u4f7f\u5ba2\u6237\u5173\u7cfb\u7ecf\u7406\u4ece\u7b2c\u4e00\u5929\u8d77\u5c31\u80fd\u83b7\u5f97 360 \u5ea6\u7684\u5ba2\u6237\u89c6\u56fe\u3002\u8fd9\u6bd4\u5b64\u7acb\u7684\u89e3\u51b3\u65b9\u6848\u5177\u6709\u663e\u8457\u4f18\u52bf\uff0c\u5728\u5b64\u7acb\u7684\u89e3\u51b3\u65b9\u6848\u4e2d\uff0c\u5165\u804c\u6570\u636e\u9700\u8981\u624b\u52a8\u4f20\u8f93\u6216\u96c6\u6210\uff0c\u8fd9\u901a\u5e38\u4f1a\u5bfc\u81f4\u6570\u636e\u4e22\u5931\u6216\u4e0d\u4e00\u81f4\u3002\u80fd\u591f\u5728\u5355\u4e2a\u7cfb\u7edf\u4e2d\u7ba1\u7406\u4ece\u6f5c\u5728\u5ba2\u6237\u5230\u51c6\u5ba2\u6237\u518d\u5230\u5df2\u5165\u804c\u5ba2\u6237\u7684\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\uff0c\u662f\u4e00\u4e2a\u5f3a\u5927\u7684\u5dee\u5f02\u5316\u56e0\u7d20\uff0c\u80fd\u591f\u63d0\u9ad8\u6548\u7387\u5e76\u52a0\u6df1\u5ba2\u6237\u53c2\u4e0e\u5ea6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-fenergo-the-enterprise-grade-powerhouse\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">Fenergo\uff1a\u4f01\u4e1a\u7ea7\u5f3a\u5927\u529b\u91cf<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Fenergo\u662f\u4f01\u4e1a\u548c\u673a\u6784\u94f6\u884c\u4e1a\u7684\u4e3b\u5bfc\u8005\uff0c\u4ee5\u5176\u5f3a\u5927\u4e14\u9ad8\u5ea6\u53ef\u914d\u7f6e\u7684 <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> (CLM) \u5e73\u53f0\u3002Fenergo \u7684\u4e00\u4e2a\u5173\u952e\u4f18\u52bf\u5728\u4e8e\u5176\u652f\u6301\u591a\u4e2a\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u5408\u89c4\u8981\u6c42\u7684\u80fd\u529b\uff0c\u4f7f\u5176\u975e\u5e38\u9002\u5408\u5728\u591a\u5143\u5316\u76d1\u7ba1\u73af\u5883\u4e2d\u8fd0\u8425\u7684\u91d1\u878d\u673a\u6784\uff0c\u5e76\u4fc3\u8fdb\u56fd\u9645\u4e1a\u52a1\u3002\u5b83\u63d0\u4f9b\u4e86\u5f3a\u5927\u7684\u529f\u80fd\u6765\u7ba1\u7406\u590d\u6742\u7684\u6cd5\u5f8b\u5b9e\u4f53\u7ed3\u6784\u548c\u5904\u7406\u591a\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u5408\u89c4\u8981\u6c42\u3002\u867d\u7136 Fenergo \u975e\u5e38\u5f3a\u5927\uff0c\u4f46\u5176\u590d\u6742\u6027\u548c\u6210\u672c\u53ef\u80fd\u4f1a\u6210\u4e3a\u4e2d\u5c0f\u578b\u673a\u6784\u7684\u969c\u788d\u3002\u5b9e\u65bd\u8fc7\u7a0b\u901a\u5e38\u65f6\u95f4\u8f83\u957f\uff0c\u9700\u8981\u5927\u91cf\u4e13\u4e1a\u670d\u52a1\u6295\u8d44\u3002\u5bf9\u4e8e\u5904\u7406\u5de8\u5927\u590d\u6742\u6027\u7684\u5927\u578b\u5168\u7403\u6027\u94f6\u884c\u6765\u8bf4\uff0c\u8fd9\u9879\u6295\u8d44\u662f\u503c\u5f97\u7684\u3002\u7136\u800c\uff0c\u5bf9\u4e8e\u533a\u57df\u6027\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6216\u4e13\u4e1a\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u5546\u6765\u8bf4\uff0c\u603b\u62e5\u6709\u6210\u672c\u548c\u6f2b\u957f\u7684\u5b9e\u65bd\u5468\u671f\u53ef\u80fd\u662f\u671b\u800c\u5374\u6b65\u7684\u3002Fenergo \u7684\u4f18\u52bf\u5728\u4e8e\u5176\u6df1\u5ea6\uff0c\u4f46\u8fd9\u79cd\u6df1\u5ea6\u4e5f\u727a\u7272\u4e86\u654f\u6377\u6027\u548c\u4e0a\u5e02\u901f\u5ea6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ncino-the-salesforce-native-challenger\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">nCino\uff1aSalesforce \u539f\u751f\u6311\u6218\u8005<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">nCino \u51ed\u501f\u5176\u57fa\u4e8e Salesforce \u6784\u5efa\u7684\u5e73\u53f0\uff0c\u5728\u5546\u4e1a\u94f6\u884c\u548c\u96f6\u552e\u94f6\u884c\u9886\u57df\u83b7\u5f97\u4e86\u663e\u8457\u7684\u5173\u6ce8\u3002\u8fd9\u4e3a\u8bb8\u591a\u7528\u6237\u63d0\u4f9b\u4e86\u719f\u6089\u7684\u754c\u9762\uff0c\u5e76\u5141\u8bb8\u4e0e\u5176\u4ed6 Salesforce \u4e91\u65e0\u7f1d\u96c6\u6210\u3002nCino \u7684 <a href=\"https:\/\/www.investglass.com\/zh\/2025-%e5%b9%b4%e6%9c%80%e5%80%bc%e5%be%97%e4%bd%bf%e7%94%a8%e7%9a%84%e9%93%b6%e8%a1%8c%e8%bd%af%e4%bb%b6%e5%88%97%e8%a1%a8\/\" target=\"_self\">\u94f6\u884c\u64cd\u4f5c\u7cfb\u7edf<\/a> \u63d0\u4f9b\u7b80\u5316\u7684\u7aef\u5230\u7aef\u8d37\u6b3e\u548c\u5f00\u6237\u89e3\u51b3\u65b9\u6848\uff0c\u5177\u5907\u5f3a\u5927\u7684 KYC \u548c AML \u80fd\u529b\u3002\u4f5c\u4e3a\u5176 KYC \u6d41\u7a0b\u7684\u4e00\u90e8\u5206\uff0cnCino \u5229\u7528\u5148\u8fdb\u7684\u6570\u5b57\u6280\u672f\u5b9e\u73b0\u5ba2\u6237\u8eab\u4efd\u7684\u5b9e\u65f6\u9a8c\u8bc1\u3002 <a href=\"https:\/\/www.investglass.com\/zh\/2025-%e5%b9%b4%e4%ba%94%e5%a4%a7%e7%94%a8%e6%88%b7%e8%ba%ab%e4%bb%bd%e9%aa%8c%e8%af%81%e6%96%b9%e6%b3%95\/\" target=\"_self\">\u8eab\u4efd\u9a8c\u8bc1\u65b9\u6cd5<\/a>, \u5305\u62ec\u6587\u4ef6\u8ba4\u8bc1\u548c\u751f\u7269\u8bc6\u522b\u68c0\u67e5\uff0c\u8fd9\u6709\u52a9\u4e8e\u5408\u89c4\u6027\u5e76\u63d0\u9ad8\u5165\u804c\u6548\u7387\u3002\u7136\u800c\uff0c\u5b83\u5bf9Salesforce\u751f\u6001\u7cfb\u7edf\u7684\u4f9d\u8d56\u6027\uff0c\u5bf9\u4e8e\u5c1a\u672a\u627f\u8bfa\u4f7f\u7528\u8be5\u5e73\u53f0\u7684\u516c\u53f8\u6765\u8bf4\u53ef\u80fd\u662f\u4e00\u4e2a\u7f3a\u70b9\u3002\u6b64\u5916\uff0c\u5b83\u4e3b\u8981\u5173\u6ce8\u7f8e\u56fd\u5e02\u573a\uff0c\u8fd9\u610f\u5473\u7740\u5728\u6ca1\u6709\u989d\u5916\u5b9a\u5236\u7684\u60c5\u51b5\u4e0b\uff0c\u5176\u4e00\u4e9b\u5f00\u7bb1\u5373\u7528\u7684\u914d\u7f6e\u53ef\u80fd\u4e0e\u6b27\u6d32\u6216\u4e9a\u6d32\u7684\u6cd5\u89c4\u4e0d\u5b8c\u5168\u4e00\u81f4\u3002\u5bf9Salesforce\u5e73\u53f0\u7684\u4f9d\u8d56\u4e5f\u610f\u5473\u7740\u5b9a\u4ef7\u53ef\u80fd\u5f88\u590d\u6742\uff0cnCino\u5e94\u7528\u7a0b\u5e8f\u548c\u5e95\u5c42Salesforce\u8bb8\u53ef\u8bc1\u90fd\u4f1a\u4ea7\u751f\u76f8\u5173\u8d39\u7528\u3002\u867d\u7136\u7528\u6237\u4f53\u9a8c\u603b\u4f53\u4e0a\u662f\u79ef\u6781\u7684\uff0c\u4f46\u516c\u53f8\u5fc5\u987b\u9002\u5e94\u5b8c\u5168\u5728Salesforce\u751f\u6001\u7cfb\u7edf\u5185\u8fd0\u884c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-appway-fnz-the-composable-business-platform\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">Appway (FNZ):  the Composable Business Platform<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Appway\uff0c\u73b0\u4e3a FNZ \u7684\u4e00\u90e8\u5206\uff0c\u957f\u671f\u4ee5\u6765\u4e00\u76f4\u662f\u63d0\u4f9b\u7528\u4e8e\u521b\u5efa\u590d\u6742\u5ba2\u6237\u5165\u95e8\u548c\u5ba2\u6237\u670d\u52a1\u89e3\u51b3\u65b9\u6848\u7684\u6784\u5efa\u5757\u7684\u9886\u5bfc\u8005\u3002\u5176\u4f18\u52bf\u5728\u4e8e\u5176\u6d41\u7a0b\u9a71\u52a8\u3001\u57fa\u4e8e\u7ec4\u4ef6\u7684\u67b6\u6784\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u8bbe\u8ba1\u9ad8\u5ea6\u5b9a\u5236\u5316\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002Appway \u4f7f\u516c\u53f8\u80fd\u591f\u521b\u5efa\u4e00\u4e2a\u6ee1\u8db3\u7279\u5b9a\u4e1a\u52a1\u9700\u6c42\u7684\u5b9a\u5236\u5316\u5165\u95e8\u6d41\u7a0b\uff0c\u786e\u4fdd\u5e73\u7a33\u3001\u5b89\u5168\u7684\u5ba2\u6237\u65c5\u7a0b\uff0c\u5e76\u81ea\u7136\u5730\u6574\u5408 KYC \u548c AML \u68c0\u67e5\u3002\u867d\u7136\u8fd9\u79cd\u7075\u6d3b\u6027\u662f\u4e00\u4e2a\u4e3b\u8981\u4f18\u52bf\uff0c\u4f46\u4e5f\u610f\u5473\u7740 Appway \u66f4\u50cf\u662f\u4e00\u4e2a\u5f00\u53d1\u5e73\u53f0\uff0c\u800c\u4e0d\u662f\u4e00\u4e2a\u5373\u7528\u578b\u5e94\u7528\u7a0b\u5e8f\u3002\u5b83\u9700\u8981\u4e00\u652f\u6280\u672f\u5a34\u719f\u7684\u5f00\u53d1\u56e2\u961f\u6765\u6784\u5efa\u548c\u7ef4\u62a4\u6240\u9700\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u8fd9\u53ef\u80fd\u4f1a\u589e\u52a0\u603b\u62e5\u6709\u6210\u672c\u3002\u88ab FNZ \u6536\u8d2d\u53ef\u80fd\u4f1a\u52a0\u5f3a\u5176\u5728\u8d22\u5bcc\u7ba1\u7406\u9886\u57df\u7684\u5730\u4f4d\uff0c\u4f46\u8981\u770b\u8fd9\u4e24\u4e2a\u5e73\u53f0\u5c06\u5982\u4f55\u6574\u5408\u3002\u5bf9\u4e8e\u62e5\u6709\u5f3a\u5927\u5185\u90e8\u5f00\u53d1\u80fd\u529b\u7684\u516c\u53f8\u800c\u8a00\uff0cAppway \u63d0\u4f9b\u4e86\u65e0\u4e0e\u4f26\u6bd4\u7684\u63a7\u5236\u548c\u5b9a\u5236\u6c34\u5e73\u3002\u7136\u800c\uff0c\u5bf9\u4e8e\u90a3\u4e9b\u5bfb\u6c42\u66f4\u5f00\u7bb1\u5373\u7528\u7684\u89e3\u51b3\u65b9\u6848\u5e76\u80fd\u5feb\u901f\u90e8\u7f72\u7684\u516c\u53f8\u800c\u8a00\uff0c\u8be5\u5e73\u53f0\u53ef\u80fd\u9700\u8981\u66f4\u9661\u5ced\u7684\u5b66\u4e60\u66f2\u7ebf\u548c\u66f4\u9ad8\u7684\u5b9e\u65bd\u8d1f\u62c5\u3002\u5173\u952e\u5728\u4e8e\u8bc4\u4f30\u516c\u53f8\u7684\u6218\u7565\u662f\u5426\u9700\u8981\u6df1\u5165\u5b9a\u5236\uff0c\u8fd8\u662f\u9700\u8981\u66f4\u6807\u51c6\u5316\u3001\u6700\u4f73\u5b9e\u8df5\u7684\u65b9\u6cd5\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-beyond-the-basics-key-features-that-define-a-superior-onboarding-platform\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u8d85\u8d8a\u57fa\u7840\uff1a\u5b9a\u4e49\u5353\u8d8a\u5165\u804c\u5e73\u53f0\u7684\u5173\u952e\u529f\u80fd<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e2a\u771f\u6b63\u6709\u6548\u7684\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u4e0d\u4ec5\u4ec5\u662f\u8fdb\u884c\u7b80\u5355\u7684\u6570\u636e\u6536\u96c6\u548c\u7b5b\u9009\u3002\u5b83\u63d0\u4f9b\u4e86\u4e00\u5957\u9ad8\u7ea7\u529f\u80fd\uff0c\u4e0d\u4ec5\u80fd\u786e\u4fdd\u5408\u89c4\u6027\uff0c\u8fd8\u80fd\u63d0\u9ad8\u6548\u7387\u5e76\u63d0\u5347\u5ba2\u6237\u4f53\u9a8c\u3002\u901a\u8fc7\u5b9e\u73b0\u6301\u7eed\u7684\u8eab\u4efd\u9a8c\u8bc1\u548c\u5408\u89c4\u6027\u68c0\u67e5\uff0c\u9ad8\u7ea7\u5165\u804c\u5e73\u53f0\u652f\u6301\u4ece\u521d\u59cb\u5165\u804c\u5230\u6301\u7eed\u76d1\u63a7\u7684\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u3002\u8be5\u8f6f\u4ef6\u5e2e\u52a9\u4f01\u4e1a\u9ad8\u6548\u5730\u9a8c\u8bc1\u5ba2\u6237\uff0c\u652f\u6301\u76d1\u7ba1\u5408\u89c4\uff0c\u51cf\u5c11\u6b3a\u8bc8\uff0c\u5e76\u7b80\u5316\u5165\u804c\u6d41\u7a0b\u3002\u5728\u8bc4\u4f30\u6f5c\u5728\u89e3\u51b3\u65b9\u6848\u65f6\uff0c\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u5e94\u5bfb\u627e\u8fd9\u4e9b\u5173\u952e\u7684\u533a\u522b\u70b9\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-advanced-analytics-and-reporting\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u9ad8\u7ea7\u5206\u6790\u548c\u62a5\u544a<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6570\u636e\u53ea\u6709\u5728\u80fd\u591f\u91c7\u53d6\u884c\u52a8\u65f6\u624d\u5177\u6709\u4ef7\u503c\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u4e00\u4e2a\u4f18\u79c0\u7684\u5e73\u53f0\u5e94\u63d0\u4f9b\u5f3a\u5927\u7684\u5206\u6790\u548c\u62a5\u544a\u529f\u80fd\uff0c\u4ee5\u5b9e\u65f6\u6d1e\u5bdf\u5165\u804c\u6d41\u7a0b\u3002\u8fd9\u5305\u62ec\u8ddf\u8e2a\u5173\u952e\u7ee9\u6548\u6307\u6807\uff08KPI\uff09\u7684\u4eea\u8868\u677f\uff0c\u4f8b\u5982\u5165\u804c\u65f6\u95f4\u3001\u653e\u5f03\u7387\u548c\u74f6\u9888\u5206\u6790\u3002\u5408\u89c4\u56e2\u961f\u5e94\u80fd\u591f\u901a\u8fc7\u51e0\u6b21\u70b9\u51fb\u751f\u6210\u8be6\u7ec6\u62a5\u544a\uff0c\u7528\u4e8e\u5185\u90e8\u5ba1\u8ba1\u548c\u76d1\u7ba1\u67e5\u8be2\u3002\u8fd9\u79cd\u6570\u636e\u9a71\u52a8\u7684\u65b9\u6cd5\u4f7f\u516c\u53f8\u80fd\u591f\u6301\u7eed\u4f18\u5316\u5176\u6d41\u7a0b\uff0c\u8bc6\u522b\u9700\u8981\u6539\u8fdb\u7684\u9886\u57df\uff0c\u5e76\u505a\u51fa\u66f4\u660e\u667a\u7684\u4e1a\u52a1\u51b3\u7b56\u3002\u53ef\u89c6\u5316\u6574\u4e2a\u5165\u804c\u6f0f\u6597\u7684\u80fd\u529b\u5bf9\u4e8e\u8bc6\u522b\u548c\u89e3\u51b3\u75db\u70b9\u81f3\u5173\u91cd\u8981\u3002\u4f8b\u5982\uff0c\u5982\u679c\u5206\u6790\u4eea\u8868\u677f\u663e\u793a\u5927\u91cf\u7533\u8bf7\u4eba\u5728\u6587\u4ef6\u4e0a\u4f20\u9636\u6bb5\u9000\u51fa\uff0c\u516c\u53f8\u53ef\u4ee5\u8fdb\u884c\u8c03\u67e5\uff0c\u5e76\u53ef\u80fd\u7b80\u5316\u8be5\u6b65\u9aa4\u6216\u63d0\u4f9b\u66f4\u6e05\u6670\u7684\u8bf4\u660e\u3002\u6ca1\u6709\u8fd9\u4e9b\u89c1\u89e3\uff0c\u8fd9\u4e9b\u95ee\u9898\u53ef\u80fd\u4f1a\u88ab\u5ffd\u89c6\u6570\u6708\uff0c\u6084\u65e0\u58f0\u606f\u5730\u4f7f\u516c\u53f8\u635f\u5931\u65b0\u4e1a\u52a1\u3002\u63d0\u4f9b\u8fd9\u79cd\u53ef\u89c1\u6027\u6c34\u5e73\u7684\u5e73\u53f0\u80fd\u591f\u4fc3\u8fdb\u6301\u7eed\u6539\u8fdb\u7684\u6587\u5316\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-no-code-low-code-configurability\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u65e0\u4ee3\u7801\/\u4f4e\u4ee3\u7801\u53ef\u914d\u7f6e\u6027<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u60a8\u7684\u4e1a\u52a1\u662f\u72ec\u4e00\u65e0\u4e8c\u7684\uff0c\u60a8\u7684\u5165\u804c\u6d41\u7a0b\u4e5f\u5e94\u5982\u6b64\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u91d1\u878d\u670d\u52a1\u9886\u57df\u5e76\u975e\u4e00\u6210\u4e0d\u53d8\uff1b\u6cd5\u89c4\u4f1a\u53d1\u751f\u53d8\u5316\uff0c\u65b0\u4ea7\u54c1\u4f1a\u4e0d\u65ad\u63a8\u51fa\uff0c\u5ba2\u6237\u7684\u671f\u671b\u4e5f\u5728\u4e0d\u65ad\u6f14\u53d8\u3002\u4e00\u4e2a\u73b0\u4ee3\u5316\u7684\u5165\u804c\u5e73\u53f0\u5fc5\u987b\u8db3\u591f\u7075\u6d3b\uff0c\u80fd\u591f\u9002\u5e94\u8fd9\u4e9b\u53d8\u5316\uff0c\u800c\u65e0\u9700\u8fdb\u884c\u5927\u89c4\u6a21\u7684 IT \u9879\u76ee\u3002\u4f4e\u4ee3\u7801\u6216\u65e0\u4ee3\u7801\u5e73\u53f0\uff0c\u4f8b\u5982 <\/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>InvestGlass \u53ca\u5176\u65e0\u4ee3\u7801\u81ea\u52a8\u5316\u5de5\u5177<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">, \uff0c\u8d4b\u80fd\u4e1a\u52a1\u7528\u6237\u4f7f\u7528\u7b80\u5355\u7684\u62d6\u653e\u754c\u9762\u4fee\u6539\u5de5\u4f5c\u6d41\u7a0b\u3001\u521b\u5efa\u65b0\u7684\u8868\u5355\u548c\u8c03\u6574\u4e1a\u52a1\u89c4\u5219\u3002\u8fd9\u79cd\u7a0b\u5ea6\u7684\u7075\u6d3b\u6027\u5bf9\u4e8e\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u4ee5\u53ca\u786e\u4fdd\u5165\u804c\u6d41\u7a0b\u59cb\u7ec8\u4e0e\u516c\u53f8\u7684\u6218\u7565\u76ee\u6807\u4fdd\u6301\u4e00\u81f4\u81f3\u5173\u91cd\u8981\u3002\u4f8b\u5982\uff0c\u5982\u679c\u4e00\u9879\u65b0\u6cd5\u89c4\u8981\u6c42\u6536\u96c6\u989d\u5916\u7684\u5ba2\u6237\u4fe1\u606f\uff0c\u4e1a\u52a1\u5206\u6790\u5e08\u53ef\u4ee5\u5728\u51e0\u5206\u949f\u5185\u5c06\u65b0\u5b57\u6bb5\u6dfb\u52a0\u5230\u6570\u5b57\u8868\u5355\u4e2d\uff0c\u800c\u65e0\u9700\u7f16\u5199\u4e00\u884c\u4ee3\u7801\u3002\u8fd9\u79cd\u654f\u6377\u6027\u4e0e\u4f20\u7edf\u7684\u786c\u7f16\u7801\u7cfb\u7edf\u5f62\u6210\u4e86\u9c9c\u660e\u5bf9\u6bd4\uff0c\u5728\u8fd9\u4e9b\u7cfb\u7edf\u4e2d\uff0c\u6b64\u7c7b\u66f4\u6539\u53ef\u80fd\u9700\u8981\u51e0\u5468\u751a\u81f3\u51e0\u4e2a\u6708\u624d\u80fd\u5b9e\u65bd\uff0c\u5728\u6b64\u671f\u95f4\uff0c\u516c\u53f8\u5c06\u9762\u4e34\u5408\u89c4\u98ce\u9669\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-seamless-integration-with-core-banking-systems\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4e0e\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u7684\u65e0\u7f1d\u96c6\u6210<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5165\u804c\u5e76\u975e\u5b64\u7acb\u5b58\u5728\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u5728\u5165\u804c\u8fc7\u7a0b\u4e2d\u6536\u96c6\u7684\u6570\u636e\u662f\u6574\u4e2a\u5ba2\u6237\u5173\u7cfb\u7684\u57fa\u7840\u3002\u56e0\u6b64\uff0c\u5165\u804c\u5e73\u53f0\u80fd\u591f\u4e0e\u516c\u53f8\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u3001CRM \u548c\u5176\u4ed6\u5173\u952e\u5e94\u7528\u7a0b\u5e8f\u65e0\u7f1d\u96c6\u6210\u81f3\u5173\u91cd\u8981\u3002\u8fd9\u786e\u4fdd\u4e86\u6240\u6709\u7cfb\u7edf\u4e2d\u7684\u5ba2\u6237\u6570\u636e\u4e00\u81f4\u4e14\u6700\u65b0\uff0c\u6d88\u9664\u4e86\u624b\u52a8\u91cd\u65b0\u8f93\u5165\u7684\u9700\u8981\uff0c\u5e76\u964d\u4f4e\u4e86\u51fa\u9519\u7684\u98ce\u9669\u3002\u5f3a\u5927\u7684 API\uff08\u5e94\u7528\u7a0b\u5e8f\u7f16\u7a0b\u63a5\u53e3\uff09\u5bf9\u4e8e\u5b9e\u73b0\u8fd9\u79cd\u96c6\u6210\u6c34\u5e73\u548c\u521b\u5efa\u771f\u6b63\u7684\u4e92\u8054\u4f01\u4e1a\u81f3\u5173\u91cd\u8981\u3002\u8fd9\u662f\u5728\u8bc4\u4f30\u66ff\u4ee3\u65b9\u6848\u65f6\u9700\u8981\u8003\u8651\u7684\u4e00\u4e2a\u5173\u952e\u56e0\u7d20\uff0c\u6b63\u5982\u5728\u672c\u6587\u4e2d\u8ba8\u8bba\u7684\u90a3\u6837 <\/span><a 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\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>Salesforce \u66ff\u4ee3\u54c1\u6bd4\u8f83<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">. \u4e00\u4e2a\u8bbe\u8ba1\u826f\u597d\u7684 API \u652f\u6301\u53cc\u5411\u6570\u636e\u6d41\uff0c\u8fd9\u610f\u5473\u7740\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u4e2d\u7684\u66f4\u65b0\uff08\u4f8b\u5982\u66f4\u6539\u5730\u5740\uff09\u53ef\u4ee5\u81ea\u52a8\u53cd\u6620\u5728\u5ba2\u6237\u7684\u5165\u804c\u6863\u6848\u4e2d\uff0c\u53cd\u4e4b\u4ea6\u7136\u3002\u8fd9\u521b\u5efa\u4e86\u4e00\u4e2a\u5ba2\u6237\u6570\u636e\u7684\u5355\u4e00\u4e8b\u5b9e\u6765\u6e90\uff0c\u8fd9\u662f\u4f01\u4e1a\u6570\u636e\u7ba1\u7406\u7684\u5723\u676f\u3002\u5b83\u6d88\u9664\u4e86\u56f0\u6270\u8bb8\u591a\u91d1\u878d\u673a\u6784\u7684\u6570\u636e\u5b64\u5c9b\uff0c\u5e76\u4e3a\u66f4\u5168\u9762\u3001\u4e2a\u6027\u5316\u7684\u5ba2\u6237\u670d\u52a1\u65b9\u6cd5\u94fa\u5e73\u4e86\u9053\u8def\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai-powered-intelligence-and-automation\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u667a\u80fd\u4e0e\u81ea\u52a8\u5316<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4eba\u5de5\u667a\u80fd\u6b63\u5728\u6539\u53d8\u5408\u89c4\u7684\u672a\u6765\u3002.<\/strong> \u4e0b\u4e00\u4ee3\u5165\u804c\u5e73\u53f0\u6b63\u5728\u5229\u7528\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u5b66\u4e60\u6765\u81ea\u52a8\u5316\u6700\u590d\u6742\u548c\u57fa\u4e8e\u5224\u65ad\u7684\u4efb\u52a1\u3002\u8fd9\u5305\u62ec\u4f7f\u7528\u81ea\u7136\u8bed\u8a00\u5904\u7406\uff08NLP\uff09\u6765\u5206\u6790\u975e\u7ed3\u6784\u5316\u6587\u6863\uff0c\u4f7f\u7528\u673a\u5668\u5b66\u4e60\u6765\u8bc6\u522b\u53ef\u7591\u884c\u4e3a\u6a21\u5f0f\uff0c\u4ee5\u53ca\u4f7f\u7528\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u804a\u5929\u673a\u5668\u4eba\u6765\u5f15\u5bfc\u5ba2\u6237\u5b8c\u6210\u5165\u804c\u6d41\u7a0b\u3002\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u7cfb\u7edf\u8fd8\u53ef\u4ee5\u68c0\u6d4b\u4eba\u5de5\u5ba1\u67e5\u4e2d\u4f1a\u9057\u6f0f\u7684\u590d\u6742\u6b3a\u8bc8\u6a21\u5f0f\uff0c\u786e\u4fdd\u9075\u5b88\u4e25\u683c\u7684\u6cd5\u89c4\u5e76\u9632\u5fa1\u4e0d\u65ad\u6f14\u53d8\u7684\u91d1\u878d\u72af\u7f6a\u7b56\u7565\u3002 <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> \u662f\u4eba\u5de5\u667a\u80fd\u5982\u4f55\u589e\u5f3a\u4eba\u7c7b\u56e2\u961f\u80fd\u529b\u7684\u4e00\u4e2a\u4f8b\u5b50\uff0c\u4f7f\u4ed6\u4eec\u80fd\u591f\u4e13\u6ce8\u4e8e\u66f4\u9ad8\u4ef7\u503c\u7684\u6d3b\u52a8\uff0c\u4f8b\u5982\u5efa\u7acb\u5ba2\u6237\u5173\u7cfb\u548c\u5904\u7406\u590d\u6742\u4f8b\u5916\u60c5\u51b5\u3002\u4eba\u5de5\u667a\u80fd\u5e76\u975e\u8981\u53d6\u4ee3\u4eba\u7c7b\u4e13\u4e1a\u77e5\u8bc6\uff0c\u800c\u662f\u8981\u63d0\u9ad8\u5176\u6709\u6548\u6027\u548c\u6548\u7387\u3002\u4f8b\u5982\uff0c\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u7cfb\u7edf\u53ef\u4ee5\u5b9e\u65f6\u5ba1\u67e5\u6210\u5343\u4e0a\u4e07\u7b14\u4ea4\u6613\uff0c\u53ea\u6807\u8bb0\u51fa\u771f\u6b63\u53ef\u7591\u7684\u5c11\u6570\u4ea4\u6613\uff0c\u4ece\u800c\u4f7f\u4eba\u7c7b\u8c03\u67e5\u4eba\u5458\u80fd\u591f\u5c06\u7cbe\u529b\u96c6\u4e2d\u5728\u6700\u9700\u8981\u7684\u5730\u65b9\u3002\u540c\u6837\uff0c\u4eba\u5de5\u667a\u80fd\u53ef\u4ee5\u5e2e\u52a9\u8bc6\u522b\u4e0d\u540c\u5ba2\u6237\u6216\u5b9e\u4f53\u4e4b\u95f4\u53ef\u80fd\u9884\u793a\u7740\u9690\u85cf\u6d17\u94b1\u7f51\u7edc\u7684\u7ec6\u5fae\u8054\u7cfb\uff0c\u8fd9\u9879\u4efb\u52a1\u5bf9\u4e8e\u4eba\u5de5\u624b\u52a8\u6267\u884c\u51e0\u4e4e\u662f\u4e0d\u53ef\u80fd\u7684\u3002\u968f\u7740\u4eba\u5de5\u667a\u80fd\u6280\u672f\u7684\u4e0d\u65ad\u6210\u719f\uff0c\u5b83\u5c06\u6210\u4e3a\u6253\u51fb\u91d1\u878d\u72af\u7f6a\u4e0d\u53ef\u6216\u7f3a\u7684\u5de5\u5177\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-a-modern-onboarding-platform-a-strategic-roadmap\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5b9e\u65bd\u73b0\u4ee3\u5165\u804c\u5e73\u53f0\uff1a\u6218\u7565\u8def\u7ebf\u56fe<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u6280\u672f\u53ea\u662f\u4e00\u65b9\u9762\uff1b\u6210\u529f\u7684\u6267\u884c\u9700\u8981\u6e05\u6670\u7684\u6218\u7565\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u91c7\u7528\u65b0\u7684\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u662f\u4e00\u9879\u91cd\u5927\u4efb\u52a1\uff0c\u4f1a\u5f71\u54cd\u591a\u4e2a\u90e8\u95e8\u3001\u6d41\u7a0b\u548c\u6280\u672f\u3002\u968f\u610f\u7684\u65b9\u6cd5\u53ef\u80fd\u5bfc\u81f4\u9879\u76ee\u5ef6\u8fdf\u3001\u9884\u7b97\u8d85\u652f\u548c\u7528\u6237\u63a5\u53d7\u5ea6\u4f4e\u3002\u4e3a\u4e86\u786e\u4fdd\u6210\u529f\u7684\u8fc7\u6e21\u5e76\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u6295\u8d44\u56de\u62a5\u7387\uff0c\u91d1\u878d\u673a\u6784\u5e94\u9075\u5faa\u7ed3\u6784\u5316\u7684\u6218\u7565\u8def\u7ebf\u56fe\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-define-clear-objectives-and-success-metrics\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">1. \u5b9a\u4e49\u6e05\u6670\u7684\u76ee\u6807\u548c\u6210\u529f\u6307\u6807<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4ee5\u7ec8\u4e3a\u59cb\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u5728\u8bc4\u4f30\u4efb\u4f55\u4f9b\u5e94\u5546\u4e4b\u524d\uff0c\u673a\u6784\u9996\u5148\u5fc5\u987b\u660e\u786e\u5176\u76ee\u6807\u3002\u4e3b\u8981\u76ee\u6807\u662f\u964d\u4f4e\u5ba2\u6237\u6d41\u5931\u7387\u3001\u7f29\u77ed\u5165\u804c\u65f6\u95f4\u3001\u63d0\u9ad8\u5408\u89c4\u6027\u51c6\u786e\u6027\uff0c\u8fd8\u662f\u964d\u4f4e\u8fd0\u8425\u6210\u672c\uff1f\u8fd9\u4e9b\u76ee\u6807\u5e94\u5177\u4f53\u3001\u53ef\u8861\u91cf\u3001\u53ef\u5b9e\u73b0\u3001\u76f8\u5173\u4e14\u6709\u65f6\u9650\uff08SMART\uff09\u3002\u4f8b\u5982\uff0c\u4e00\u4e2a\u660e\u786e\u7684\u76ee\u6807\u53ef\u80fd\u662f\uff1a\u201c\u5728\u5b9e\u65bd\u540e\u7684\u524d\u516d\u4e2a\u6708\u5185\uff0c\u5c06\u5ba2\u6237\u5e73\u5747\u5165\u804c\u65f6\u95f4\u4ece 20 \u5929\u7f29\u77ed\u5230 5 \u5929\u3002\u201d\u63d0\u524d\u786e\u5b9a\u8fd9\u4e9b\u5173\u952e\u7ee9\u6548\u6307\u6807 (KPI) \u4e3a\u8861\u91cf\u9879\u76ee\u6210\u529f\u63d0\u4f9b\u4e86\u660e\u786e\u7684\u57fa\u51c6\uff0c\u5e76\u5411\u9ad8\u7ea7\u5229\u76ca\u76f8\u5173\u8005\u5c55\u793a\u4e86\u9879\u76ee\u7684\u4ef7\u503c\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-assemble-a-cross-functional-team\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">2. \u7ec4\u5efa\u8de8\u804c\u80fd\u56e2\u961f<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5165\u804c\u57f9\u8bad\u662f\u4e00\u9879\u56e2\u961f\u8fd0\u52a8\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u6210\u529f\u7684\u5b9e\u65bd\u9700\u8981\u7ec4\u7ec7\u5404\u65b9\u7684\u53c2\u4e0e\u548c\u652f\u6301\u3002\u9879\u76ee\u56e2\u961f\u5e94\u5305\u62ec\u6765\u81ea\u524d\u53f0\uff08\u5ba2\u6237\u7ecf\u7406\uff09\u3001\u5408\u89c4\u3001\u6cd5\u52a1\u3001\u8fd0\u8425\u548c IT \u7684\u4ee3\u8868\u3002\u8fd9\u79cd\u8de8\u90e8\u95e8\u534f\u4f5c\u53ef\u786e\u4fdd\u6240\u9009\u89e3\u51b3\u65b9\u6848\u6ee1\u8db3\u6240\u6709\u5229\u76ca\u76f8\u5173\u8005\u7684\u9700\u6c42\uff0c\u5e76\u4e14\u65b0\u7684\u5de5\u4f5c\u6d41\u7a0b\u5207\u5b9e\u53ef\u884c\u4e14\u9ad8\u6548\u3002\u5408\u89c4\u56e2\u961f\u53ef\u786e\u4fdd\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\uff0c\u8fd0\u8425\u56e2\u961f\u53ef\u5c31\u6d41\u7a0b\u6548\u7387\u63d0\u4f9b\u5efa\u8bae\uff0c\u800c\u5ba2\u6237\u7ecf\u7406\u53ef\u5c31\u5ba2\u6237\u4f53\u9a8c\u63d0\u4f9b\u5173\u952e\u53cd\u9988\u3002\u8fd9\u79cd\u534f\u4f5c\u65b9\u6cd5\u662f\u8bf8\u5982 <\/span><a href=\"https:\/\/www.investglass.com\/zh\/\" target=\"_self\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"><u>\u6295\u8d44\u73bb\u7483<\/u><\/span><\/a><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">, \u6253\u7834\u5185\u90e8\u9694\u9602\uff0c\u57f9\u517b\u5171\u540c\u7684\u5f52\u5c5e\u611f\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-map-and-optimise-existing-processes\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">3. \u68b3\u7406\u5e76\u4f18\u5316\u73b0\u6709\u6d41\u7a0b<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4e0d\u8981\u94fa\u5e73\u725b\u9053\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u7b80\u5355\u5730\u81ea\u52a8\u5316\u4e00\u4e2a\u4f4e\u6548\u3001\u6709\u7f3a\u9677\u7684\u6d41\u7a0b\u53ea\u4f1a\u5bfc\u81f4\u4e00\u4e2a\u66f4\u5feb\u3001\u66f4\u6709\u7f3a\u9677\u7684\u6d41\u7a0b\u3002\u5728\u5b9e\u65bd\u65b0\u5e73\u53f0\u4e4b\u524d\uff0c\u5fc5\u987b\u8be6\u7ec6\u7ed8\u5236\u5f53\u524d\u7684\u5165\u804c\u6d41\u7a0b\u56fe\uff0c\u660e\u786e\u6bcf\u4e00\u4e2a\u6b65\u9aa4\u3001\u51b3\u7b56\u70b9\u548c\u4ea4\u63a5\u70b9\u3002\u8fd9\u4e2a\u8fc7\u7a0b\u901a\u5e38\u4f1a\u66b4\u9732\u51fa\u6765\u53ef\u4ee5\u6d88\u9664\u7684\u91cd\u5927\u74f6\u9888\u3001\u5197\u4f59\u4efb\u52a1\u548c\u4e0d\u5fc5\u8981\u7684\u590d\u6742\u6027\u3002\u76ee\u6807\u662f\u8bbe\u8ba1\u4e00\u4e2a\u7ecf\u8fc7\u4f18\u5316\u3001\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u5e76\u4ee5\u5408\u89c4\u4e3a\u5bfc\u5411\u7684\u65b0\u7684\u2018\u672a\u6765\u2019\u6d41\u7a0b\u3002\u8fd9\u4e2a\u6d41\u7a0b\u518d\u9020\u662f\u8bb8\u591a\u516c\u53f8\u5ffd\u89c6\u7684\u4e00\u4e2a\u5173\u952e\u6b65\u9aa4\uff0c\u4f46\u5b83\u5bf9\u4e8e\u5145\u5206\u53d1\u6325\u65b0\u6280\u672f\u6f5c\u529b\u81f3\u5173\u91cd\u8981\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-adopt-a-phased-implementation-approach\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">4. \u91c7\u53d6\u5206\u9636\u6bb5\u5b9e\u65bd\u7684\u65b9\u6cd5<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4e0d\u8981\u8bd5\u56fe\u628a\u6d77\u6d0b\u716e\u6cb8\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u4e00\u6b21\u6027\u5168\u9762\u4e0a\u7ebf\uff08\u5373\u6574\u4e2a\u7cfb\u7edf\u5728\u6240\u6709\u4e1a\u52a1\u7ebf\u540c\u65f6\u542f\u7528\uff09\u7684\u2018\u5927\u7206\u70b8\u2019\u5f0f\u5b9e\u65bd\u5145\u6ee1\u98ce\u9669\u3002\u66f4\u7a33\u59a5\u7684\u505a\u6cd5\u662f\u5206\u9636\u6bb5\u5b9e\u65bd\u5e73\u53f0\uff0c\u4ece\u7279\u5b9a\u7684\u4e1a\u52a1\u7ebf\u6216\u5ba2\u6237\u7fa4\u5f00\u59cb\u3002\u8fd9\u4f7f\u5f97\u9879\u76ee\u56e2\u961f\u80fd\u591f\u5728\u53d7\u63a7\u7684\u73af\u5883\u4e2d\u5b66\u4e60\u548c\u9002\u5e94\uff0c\u6536\u96c6\u7528\u6237\u53cd\u9988\uff0c\u5e76\u5c55\u73b0\u65e9\u671f\u6210\u679c\u3002\u4f8b\u5982\uff0c\u4e00\u5bb6\u79c1\u4eba\u94f6\u884c\u53ef\u80fd\u4f1a\u9009\u62e9\u5148\u4e3a\u5176\u56fd\u5185\u9ad8\u51c0\u503c\u5ba2\u6237\u63a8\u51fa\u65b0\u5e73\u53f0\uff0c\u7136\u540e\u518d\u5c06\u5176\u63a8\u5e7f\u7ed9\u66f4\u590d\u6742\u7684\u56fd\u9645\u6216\u4f01\u4e1a\u5ba2\u6237\u3002\u8fd9\u79cd\u8fed\u4ee3\u5f0f\u65b9\u6cd5\u53ef\u4ee5\u6700\u5927\u9650\u5ea6\u5730\u51cf\u5c11\u4e2d\u65ad\uff0c\u964d\u4f4e\u98ce\u9669\uff0c\u5e76\u4e3a\u66f4\u5e7f\u6cdb\u7684\u63a8\u5e7f\u79ef\u7d2f\u52a8\u529b\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-prioritise-change-management-and-training\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">5. \u4f18\u5148\u8003\u8651\u53d8\u66f4\u7ba1\u7406\u548c\u57f9\u8bad<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5982\u679c\u6ca1\u4eba\u77e5\u9053\u5982\u4f55\u4f7f\u7528\uff0c\u90a3\u4e48\u65b0\u5de5\u5177\u5c31\u6ca1\u6709\u7528\u5904\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\"> \u4eba\u7684\u56e0\u7d20\u5f80\u5f80\u662f\u4efb\u4f55\u6280\u672f\u9879\u76ee\u4e2d\u6700\u5177\u6311\u6218\u6027\u7684\u65b9\u9762\u3002\u5458\u5de5\u53ef\u80fd\u62b5\u5236\u53d8\u9769\uff0c\u4e60\u60ef\u4e8e\u65e7\u7684\u7a0b\u5e8f\uff0c\u6216\u8005\u88ab\u65b0\u7cfb\u7edf\u5413\u5012\u3002\u56e0\u6b64\uff0c\u4e00\u4e2a\u5168\u9762\u7684\u53d8\u9769\u7ba1\u7406\u8ba1\u5212\u81f3\u5173\u91cd\u8981\u3002\u8fd9\u5e94\u5305\u62ec\u5c31\u65b0\u5e73\u53f0\u7684\u76ca\u5904\u8fdb\u884c\u6e05\u6670\u3001\u4e00\u81f4\u7684\u6c9f\u901a\uff0c\u65e0\u8bba\u662f\u5bf9\u516c\u53f8\u8fd8\u662f\u5bf9\u4e2a\u4f53\u5458\u5de5\u3002\u5b83\u8fd8\u5fc5\u987b\u5305\u62ec\u9488\u5bf9\u4e0d\u540c\u7528\u6237\u7fa4\u4f53\u7279\u5b9a\u89d2\u8272\u548c\u804c\u8d23\u91cf\u8eab\u5b9a\u5236\u7684\u5168\u9762\u57f9\u8bad\u3002\u73b0\u4ee3\u3001\u76f4\u89c2\u7684\u5e73\u53f0\u51cf\u8f7b\u4e86\u57f9\u8bad\u8d1f\u62c5\uff0c\u4f46\u5b83\u4ecd\u7136\u662f\u786e\u4fdd\u9ad8\u7528\u6237\u91c7\u7eb3\u7387\u548c\u987a\u5229\u8fc7\u6e21\u7684\u5173\u952e\u7ec4\u6210\u90e8\u5206\u3002.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-plan-for-data-migration-and-integration\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">6. \u6570\u636e\u8fc1\u79fb\u4e0e\u96c6\u6210\u8ba1\u5212<\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u4f60\u7684\u6570\u636e\u662f\u4e00\u9879\u6218\u7565\u8d44\u4ea7\u3002.<\/span><\/strong><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u5fc5\u987b\u5236\u5b9a\u4e00\u4e2a\u6e05\u6670\u7684\u8ba1\u5212\uff0c\u5c06\u73b0\u6709\u7684\u5ba2\u6237\u6570\u636e\u4ece\u9057\u7559\u7cfb\u7edf\u8fc1\u79fb\u5230\u65b0\u5e73\u53f0\u3002\u8fd9\u5305\u62ec\u6570\u636e\u6e05\u7406\uff0c\u4ee5\u6d88\u9664\u4e0d\u51c6\u786e\u548c\u4e0d\u4e00\u81f4\u4e4b\u5904\uff0c\u4ee5\u53ca\u6570\u636e\u6620\u5c04\uff0c\u4ee5\u786e\u4fdd\u4fe1\u606f\u6b63\u786e\u4f20\u8f93\u5230\u65b0\u7684\u6570\u636e\u7ed3\u6784\u3002\u6b64\u5916\uff0c\u5982\u524d\u6240\u8ff0\u7684\u96c6\u6210\u7b56\u7565\u81f3\u5173\u91cd\u8981\u3002\u9879\u76ee\u8ba1\u5212\u5fc5\u987b\u4e3a\u6784\u5efa\u548c\u6d4b\u8bd5\u5c06\u5165\u804c\u5e73\u53f0\u4e0e\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u3001CRM \u548c\u5176\u4ed6\u5173\u952e\u5e94\u7528\u7a0b\u5e8f\u8fde\u63a5\u8d77\u6765\u7684 API \u5206\u914d\u8db3\u591f\u7684\u65f6\u95f4\u548c\u8d44\u6e90\u3002\u5982\u679c\u8fd9\u65b9\u9762\u51fa\u9519\uff0c\u5c06\u5bfc\u81f4\u6570\u636e\u5b64\u5c9b\u548c\u8131\u8282\u7684\u7528\u6237\u4f53\u9a8c\uff0c\u4ece\u800c\u7834\u574f\u65b0\u5e73\u53f0\u7684\u6839\u672c\u76ee\u7684\u3002.<\/span><\/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-a-client-onboarding-platform\"><strong>1. \u4ec0\u4e48\u662f\u5ba2\u6237\u5165\u804c\u5e73\u53f0\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u662f\u4e00\u79cd\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\uff0c\u53ef\u81ea\u52a8\u5316\u548c\u7b80\u5316\u65b0\u5ba2\u6237\u5165\u804c\u91d1\u878d\u673a\u6784\u7684\u8fc7\u7a0b\u3002\u5165\u804c\u7684\u6838\u5fc3\u90e8\u5206\u662f KYC\uff08\u4e86\u89e3\u4f60\u7684\u5ba2\u6237\uff09\u6d41\u7a0b\uff0c\u5b83\u81ea\u52a8\u5316\u8eab\u4efd\u9a8c\u8bc1\uff0c\u652f\u6301\u53cd\u6b3a\u8bc8\u63aa\u65bd\uff0c\u5e76\u63d0\u9ad8\u5b89\u5168\u6027\u3001\u5408\u89c4\u6027\u548c\u98ce\u9669\u7ba1\u7406\u3002\u8be5\u5e73\u53f0\u901a\u5e38\u5305\u62ec\u6570\u5b57\u6570\u636e\u6536\u96c6\u3001\u8eab\u4efd\u9a8c\u8bc1\uff08KYC\uff09\u3001\u53cd\u6d17\u94b1\uff08AML\uff09\u7b5b\u9009\u3001\u98ce\u9669\u8bc4\u4f30\u548c\u5de5\u4f5c\u6d41\u7a0b\u7ba1\u7406\u7b49\u529f\u80fd\u3002\u5176\u76ee\u6807\u662f\u4e3a\u5ba2\u6237\u548c\u673a\u6784\u521b\u9020\u65e0\u7f1d\u3001\u9ad8\u6548\u4e14\u5408\u89c4\u7684\u5165\u804c\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-why-is-out-of-the-box-kyc-and-aml-support-so-important\"><strong>2. \u4e3a\u4ec0\u4e48\u5f00\u7bb1\u5373\u7528\u7684KYC\u548cAML\u652f\u6301\u5982\u6b64\u91cd\u8981\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f00\u7bb1\u5373\u7528\u7684 KYC\uff08\u4e86\u89e3\u60a8\u7684\u5ba2\u6237\uff09\u548c AML\uff08\u53cd\u6d17\u94b1\uff09\u652f\u6301\u610f\u5473\u7740\u8be5\u5e73\u53f0\u9884\u88c5\u4e86\u7528\u4e8e\u9a8c\u8bc1\u5ba2\u6237\u8eab\u4efd\u5e76\u6839\u636e\u76d1\u7ba1\u9ed1\u540d\u5355\u8fdb\u884c\u7b5b\u9009\u7684\u96c6\u6210\u548c\u5de5\u4f5c\u6d41\u7a0b\u3002\u8fd9\u5bf9\u4e8e\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u80fd\u786e\u4fdd\u5b83\u4eec\u4ece\u4e00\u5f00\u59cb\u5c31\u80fd\u5c65\u884c\u5408\u89c4\u4e49\u52a1\uff0c\u800c\u65e0\u9700\u8fdb\u884c\u5927\u91cf\u5b9a\u5236\u5f00\u53d1\u3002\u8fd9\u7f29\u77ed\u4e86\u5b9e\u65bd\u65f6\u95f4\uff0c\u964d\u4f4e\u4e86\u9879\u76ee\u98ce\u9669\uff0c\u5e76\u786e\u4fdd\u516c\u53f8\u59cb\u7ec8\u4f7f\u7528\u6700\u65b0\u3001\u6700\u6709\u6548\u7684\u5408\u89c4\u5de5\u5177\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-can-a-good-onboarding-platform-improve-the-customer-experience\"><strong>3. \u826f\u597d\u7684\u5165\u804c\u5e73\u53f0\u80fd\u5426\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u7136\u53ef\u4ee5\u3002\u4e00\u4e2a\u73b0\u4ee3\u3001\u4ee5\u6570\u5b57\u4f18\u5148\u7684\u5165\u804c\u5e73\u53f0\u53ef\u4ee5\u901a\u8fc7\u7528\u5feb\u901f\u3001\u76f4\u89c2\u3001\u900f\u660e\u7684\u6d41\u7a0b\u53d6\u4ee3\u7f13\u6162\u7684\u7eb8\u8d28\u6d41\u7a0b\uff0c\u4ece\u800c\u6781\u5927\u5730\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u3002\u5ba2\u6237\u53ef\u4ee5\u968f\u65f6\u968f\u5730\u5728\u4efb\u4f55\u8bbe\u5907\u4e0a\u5b8c\u6210\u7533\u8bf7\uff0c\u5e76\u5b9e\u65f6\u4e86\u89e3\u7533\u8bf7\u72b6\u6001\u3002\u8fd9\u80fd\u7559\u4e0b\u79ef\u6781\u7684\u7b2c\u4e00\u5370\u8c61\uff0c\u5e76\u4e3a\u5efa\u7acb\u957f\u671f\u3001\u9ad8\u4fe1\u4efb\u5ea6\u7684\u5173\u7cfb\u5960\u5b9a\u57fa\u7840\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-what-is-the-difference-between-a-client-onboarding-platform-and-a-standard-crm\"><strong>4. \u5ba2\u6237\u5165\u804c\u5e73\u53f0\u4e0e\u6807\u51c6CRM\u7684\u533a\u522b\u662f\u4ec0\u4e48\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">embora um CRM padr\u00e3o se concentre no gerenciamento de relacionamentos com clientes, uma plataforma de integra\u00e7\u00e3o de clientes \u00e9 projetada especificamente para lidar com as complexidades do processo inicial de integra\u00e7\u00e3o. Isso inclui os requisitos rigorosos de conformidade e dilig\u00eancia devida que s\u00e3o exclusivos de setores regulamentados. No entanto, as melhores solu\u00e7\u00f5es, como <a href=\"https:\/\/www.investglass.com\/zh\/\" target=\"_self\">\u6295\u8d44\u73bb\u7483<\/a>, \u7ed3\u5408\u4e24\u8005\u7684\u80fd\u529b\uff0c\u63d0\u4f9b\u4e00\u4e2a\u5355\u4e00\u7684\u96c6\u6210\u5e73\u53f0\uff0c\u7528\u4e8e\u7ba1\u7406\u4ece\u6f5c\u5728\u5ba2\u6237\u5230\u957f\u671f\u5ba2\u6237\u7684\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-how-does-a-risk-based-approach-to-onboarding-work\"><strong>5. \u57fa\u4e8e\u98ce\u9669\u7684\u65b9\u6cd5\u5982\u4f55\u7528\u4e8e\u65b0\u5458\u5de5\u5165\u804c\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u57fa\u4e8e\u98ce\u9669\u7684\u65b9\u6cd5\u5305\u62ec\u8bc4\u4f30\u6bcf\u4e2a\u65b0\u5ba2\u6237\u53ef\u80fd\u5e26\u6765\u7684\u6d17\u94b1\u6216\u6050\u6016\u878d\u8d44\u98ce\u9669\uff0c\u5e76\u5e94\u7528\u76f8\u5e94\u7ea7\u522b\u7684\u5c3d\u804c\u8c03\u67e5\u3002\u5148\u8fdb\u7684\u5165\u804c\u5e73\u53f0\u901a\u8fc7\u6839\u636e\u5ba2\u6237\u5c45\u4f4f\u56fd\u3001\u4e1a\u52a1\u6027\u8d28\u4ee5\u53ca\u9884\u671f\u4ea4\u6613\u6a21\u5f0f\u7b49\u56e0\u7d20\u5206\u914d\u98ce\u9669\u8bc4\u5206\u6765\u81ea\u52a8\u5316\u6b64\u8fc7\u7a0b\u3002\u7136\u540e\uff0c\u9ad8\u98ce\u9669\u5ba2\u6237\u9700\u8981\u63a5\u53d7\u52a0\u5f3a\u5c3d\u804c\u8c03\u67e5\uff0c\u800c\u4f4e\u98ce\u9669\u5ba2\u6237\u5219\u53ef\u4ee5\u52a0\u5feb\u6d41\u7a0b\uff0c\u4ece\u800c\u4f7f\u516c\u53f8\u80fd\u591f\u66f4\u6709\u6548\u5730\u5206\u914d\u5176\u5408\u89c4\u8d44\u6e90\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-what-are-the-key-regulations-that-a-client-onboarding-platform-should-support\"><strong>6. \u5ba2\u6237\u5165\u804c\u5e73\u53f0\u5e94\u652f\u6301\u54ea\u4e9b\u5173\u952e\u6cd5\u89c4\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9762\u5411\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u7684\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u5fc5\u987b\u80fd\u591f\u652f\u6301\u5e7f\u6cdb\u7684\u5168\u7403\u548c\u672c\u5730\u6cd5\u89c4\u3002\u53cd\u6d17\u94b1\u5408\u89c4\u5bf9\u4e8e\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\u3001\u9884\u9632\u91d1\u878d\u72af\u7f6a\u4ee5\u53ca\u652f\u6301\u91d1\u878d\u673a\u6784\u7684\u6301\u7eed\u76d1\u63a7\u6d41\u7a0b\u81f3\u5173\u91cd\u8981\u3002\u8fd9\u5305\u62ec\u91d1\u878d\u884c\u52a8\u7279\u522b\u5de5\u4f5c\u7ec4\uff08FATF\uff09\u7684\u5efa\u8bae\u3001\u6b27\u76df\u7684\u7b2c5\u548c\u7b2c6\u6b21\u53cd\u6d17\u94b1\u6307\u4ee4\uff08AMLD5\/6\uff09\u3001\u7f8e\u56fd\u300a\u7231\u56fd\u8005\u6cd5\u6848\u300b\u4ee5\u53ca\u745e\u58eb\u91d1\u878d\u5e02\u573a\u76d1\u7ba1\u5c40\uff08FINMA\uff09\u3001\u82f1\u56fd\u91d1\u878d\u884c\u4e3a\u76d1\u7ba1\u5c40\uff08FCA\uff09\u548c\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\uff08MAS\uff09\u7b49\u673a\u6784\u7684\u5177\u4f53\u56fd\u5bb6\u8981\u6c42\u3002\u8be5\u5e73\u53f0\u8fd8\u5e94\u7b26\u5408GDPR\u7b49\u6570\u636e\u9690\u79c1\u6cd5\u89c4\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-7-can-i-customise-the-onboarding-workflow-to-match-my-firm-s-specific-processes\"><strong>7. \u6211\u53ef\u4ee5\u5b9a\u5236\u5165\u804c\u6d41\u7a0b\uff0c\u4ee5\u5339\u914d\u6211\u516c\u53f8\u7684\u5177\u4f53\u6d41\u7a0b\u5417\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u662f\u7684\uff0c\u81ea\u5b9a\u4e49\u5de5\u4f5c\u6d41\u7a0b\u7684\u80fd\u529b\u662f\u9886\u5148\u5165\u804c\u5e73\u53f0\u7684\u5173\u952e\u529f\u80fd\u3002\u63d0\u4f9b\u65e0\u4ee3\u7801\u6216\u4f4e\u4ee3\u7801\u914d\u7f6e\u5de5\u5177\u7684\u89e3\u51b3\u65b9\u6848\u5c24\u5176\u6709\u4ef7\u503c\uff0c\u56e0\u4e3a\u5b83\u4eec\u5141\u8bb8\u4e1a\u52a1\u7528\u6237\uff08\u800c\u4e0d\u4ec5\u4ec5\u662f IT \u4e13\u5bb6\uff09\u8bbe\u8ba1\u548c\u4fee\u6539\u5165\u804c\u6d41\u7a0b\u3002\u8fd9\u53ef\u4ee5\u786e\u4fdd\u5e73\u53f0\u80fd\u591f\u9002\u5e94\u60a8\u4e1a\u52a1\u7684\u72ec\u7279\u9700\u6c42\uff0c\u5e76\u968f\u7740\u60a8\u7684\u9700\u6c42\u53d8\u5316\u800c\u4e0d\u65ad\u53d1\u5c55\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-8-what-is-the-role-of-ai-in-modern-client-onboarding\"><strong>8. \u4eba\u5de5\u667a\u80fd\u5728\u73b0\u4ee3\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u4e2d\u626e\u6f14\u7740\u4ec0\u4e48\u89d2\u8272\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eba\u5de5\u667a\u80fd\u5728\u5ba2\u6237\u5165\u804c\u8fc7\u7a0b\u4e2d\u53d1\u6325\u7740\u8d8a\u6765\u8d8a\u91cd\u8981\u7684\u4f5c\u7528\uff0c\u5b83\u80fd\u591f\u81ea\u52a8\u5316\u590d\u6742\u7684\u3001\u9700\u8981\u5224\u65ad\u7684\u4efb\u52a1\u3002\u4eba\u5de5\u667a\u80fd\u53ef\u4ee5\u7528\u4e8e\u626b\u63cf\u548c\u5206\u6790\u8eab\u4efd\u8bc1\u660e\u6587\u4ef6\u3001\u68c0\u6d4b\u6b3a\u8bc8\u6027\u7533\u8bf7\u3001\u8bc6\u522b\u53ef\u7591\u884c\u4e3a\u6a21\u5f0f\uff0c\u751a\u81f3\u8fd8\u53ef\u4ee5\u9a71\u52a8\u804a\u5929\u673a\u5668\u4eba\u6765\u5f15\u5bfc\u5ba2\u6237\u5b8c\u6210\u6574\u4e2a\u6d41\u7a0b\u3002\u8fd9\u4e0d\u4ec5\u63d0\u9ad8\u4e86\u6548\u7387\uff0c\u8fd8\u589e\u5f3a\u4e86\u5408\u89c4\u63a7\u5236\u7684\u51c6\u786e\u6027\u548c\u6709\u6548\u6027\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-9-how-can-an-onboarding-platform-help-with-ongoing-monitoring\"><strong>9. \u5165\u804c\u5e73\u53f0\u5982\u4f55\u5e2e\u52a9\u8fdb\u884c\u6301\u7eed\u76d1\u63a7\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u6548\u7684\u5165\u804c\u5e73\u53f0\u5e76\u4e0d\u4f1a\u5728\u5ba2\u6237\u5b8c\u6210\u5165\u804c\u540e\u5c31\u505c\u6b62\u5de5\u4f5c\u3002\u5b83\u5e94\u8be5\u63d0\u4f9b\u6301\u7eed\u76d1\u63a7\u7684\u5de5\u5177\uff0c\u4f8b\u5982\u81ea\u52a8\u3001\u5b9a\u671f\u5730\u8fdb\u884c\u540d\u5355\u7b5b\u67e5\uff0c\u4ee5\u53ca <a href=\"https:\/\/www.investglass.com\/zh\/2023-%e5%b9%b4%e4%ba%a4%e6%98%93%e7%9b%91%e6%b5%8b%e7%bb%88%e6%9e%81%e6%8c%87%e5%8d%97\/\" target=\"_self\">\u4ea4\u6613\u76d1\u63a7<\/a> \u4ee5\u68c0\u6d4b\u5f02\u5e38\u6d3b\u52a8\u3002\u8fd9\u786e\u4fdd\u4e86\u516c\u53f8\u80fd\u591f\u5728\u6574\u4e2a\u5408\u4f5c\u5173\u7cfb\u4e2d\u8bc6\u522b\u5e76\u5e94\u5bf9\u5ba2\u6237\u98ce\u9669\u72b6\u51b5\u7684\u53d8\u5316\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-10-is-it-better-to-choose-a-cloud-based-or-an-on-premise-solution\"><strong>10. \u9009\u62e9\u57fa\u4e8e\u4e91\u7684\u89e3\u51b3\u65b9\u6848\u8fd8\u662f\u672c\u5730\u90e8\u7f72\u7684\u89e3\u51b3\u65b9\u6848\u66f4\u597d\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e91\u7aef\u548c\u672c\u5730\u90e8\u7f72\u7684\u89e3\u51b3\u65b9\u6848\u90fd\u6709\u5176\u4f18\u70b9\u3002\u4e91\u7aef\u5e73\u53f0\u63d0\u4f9b\u66f4\u5927\u7684\u7075\u6d3b\u6027\u3001\u53ef\u6269\u5c55\u6027\u548c\u66f4\u4f4e\u7684\u521d\u59cb\u6210\u672c\uff0c\u800c\u672c\u5730\u90e8\u7f72\u89e3\u51b3\u65b9\u6848\u5219\u63d0\u4f9b\u5bf9\u6570\u636e\u548c\u57fa\u7840\u8bbe\u65bd\u7684\u66f4\u591a\u63a7\u5236\u3002\u4e00\u4e9b\u63d0\u4f9b\u5546\uff0c\u4f8b\u5982 <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\">\u6295\u8d44\u73bb\u7483<\/a>, \u63d0\u4f9b\u591a\u79cd\u90e8\u7f72\u6a21\u5f0f\u9009\u62e9\uff0c\u5305\u62ec\u79c1\u6709\u4e91\u9009\u9879\uff0c\u4f7f\u4f01\u4e1a\u80fd\u591f\u9009\u62e9\u6700\u7b26\u5408\u5176\u5b89\u5168\u3001\u76d1\u7ba1\u548c\u8fd0\u8425\u8981\u6c42\u7684\u65b9\u6848\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-take-the-next-step-towards-a-seamless-and-compliant-onboarding-future\"><span data-color=\"transparent\" style=\"background-color: transparent;color: inherit\">\u8fc8\u51fa\u4e0b\u4e00\u6b65\uff0c\u62e5\u62b1\u65e0\u7f1d\u5408\u89c4\u7684\u5165\u804c\u65b0\u672a\u6765<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u4e00\u4e2a\u76d1\u7ba1\u65e5\u76ca\u590d\u6742\u3001\u5ba2\u6237\u671f\u671b\u4e0d\u65ad\u63d0\u9ad8\u7684\u4e16\u754c\u91cc\uff0c\u4e00\u4e2a\u5f3a\u5927\u800c\u7075\u6d3b\u7684\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u4e0d\u518d\u662f\u5962\u4f88\u54c1\uff0c\u800c\u662f\u5fc5\u9700\u54c1\u3002\u901a\u8fc7\u81ea\u52a8\u5316\u5408\u89c4\u3001\u7b80\u5316\u5de5\u4f5c\u6d41\u7a0b\u3001\u63d0\u4f9b\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\uff0c\u91d1\u878d\u673a\u6784\u4e0d\u4ec5\u53ef\u4ee5\u964d\u4f4e\u98ce\u9669\uff0c\u8fd8\u53ef\u4ee5\u521b\u9020\u663e\u8457\u7684\u7ade\u4e89\u4f18\u52bf\u3002\u6b63\u786e\u7684\u6280\u672f\u4f7f\u4f01\u4e1a\u80fd\u591f\u66f4\u5feb\u5730\u884c\u52a8\uff0c\u66f4\u9ad8\u6548\u5730\u8fd0\u8425\uff0c\u5e76\u4ece\u4e00\u5f00\u59cb\u5c31\u5efa\u7acb\u66f4\u6df1\u5165\u3001\u66f4\u5177\u76c8\u5229\u80fd\u529b\u7684\u5ba2\u6237\u5173\u7cfb\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u60a8\u51c6\u5907\u597d\u9769\u65b0\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\uff0c\u4e0d\u59a8\u4e86\u89e3\u8fd9\u4e00\u83b7\u5f97\u5168\u7403\u9886\u5148\u91d1\u878d\u673a\u6784\u4fe1\u8d56\u7684\u89e3\u51b3\u65b9\u6848\u3002\u4e86\u89e3\u5982\u4f55 <a href=\"https:\/\/www.investglass.com\/zh\/\" target=\"_self\">InvestGlass \u5e73\u53f0<\/a> \u53ef\u52a9\u60a8\u5b9e\u73b0\u5408\u89c4\u81ea\u52a8\u5316\u3001\u52a0\u901f\u4e1a\u52a1\u589e\u957f\uff0c\u5e76\u4e3a\u6253\u9020\u4e00\u5bb6\u6210\u529f\u4e14\u9762\u5411\u672a\u6765\u7684\u4e1a\u52a1\u5960\u5b9a\u57fa\u7840\u3002\u5b83\u5c06\u5168\u9762\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u4e0e\u7075\u6d3b\u7684 <a 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>, \u2026\u2026\u5176\u5f3a\u5927\u4e14\u5f00\u7bb1\u5373\u7528\u7684KYC\/AML\u529f\u80fd\uff0c\u4f7f\u5176\u6210\u4e3a\u81f4\u529b\u4e8e\u53d6\u5f97\u6210\u529f\u7684\u53d7\u76d1\u7ba1\u4f01\u4e1a\u7684\u7406\u60f3\u4e4b\u9009\u3002InvestGlass\u4f5c\u4e3a\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u7684\u6700\u4f73KYC\u89e3\u51b3\u65b9\u6848\uff0c\u80fd\u591f\u4e0e\u73b0\u6709\u7cfb\u7edf\u65e0\u7f1d\u96c6\u6210\uff0c\u5e76\u63d0\u4f9b\u5f3a\u5927\u7684\u81ea\u52a8\u5316\u3001\u53ef\u6269\u5c55\u6027\u4ee5\u53ca\u9488\u5bf9\u60a8\u7684\u4e1a\u52a1\u9700\u6c42\u91cf\u8eab\u5b9a\u5236\u7684\u5408\u89c4\u529f\u80fd\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>In this article, you\u2019ll learn about the critical features of modern client onboarding platforms, how they help regulated financial institutions meet stringent KYC and AML requirements, and why integrated solutions like InvestGlass are leading the way in efficiency and compliance. A seamless onboarding flow is essential for regulated financial institutions, as it ensures that KYC [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49370,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45,103,14],"class_list":["post-49401","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding","tag-finance","tag-kyc"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>InvestGlass vs Generic CRM: What Advisors Need to Know | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore how client onboarding platforms work well for regulated financial institutions, enhancing KYC and AML compliance seamlessly.\" \/>\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\/\u54ea\u4e9b\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u80fd\u5f88\u597d\u5730\u9002\u7528\u4e8e\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What Client Onboarding Platforms Work Well for Regulated Financial Institutions and Support KYC and AML Out of the Box?\" \/>\n<meta property=\"og:description\" content=\"In this article, you\u2019ll learn about the critical features of modern client onboarding platforms, how they help regulated financial institutions meet\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u54ea\u4e9b\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u80fd\u5f88\u597d\u5730\u9002\u7528\u4e8e\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-27T14:13:30+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-15T09:49:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"901\" \/>\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\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"InvestGlass \u5bf9\u6bd4\u901a\u7528CRM\uff1a\u987e\u95ee\u987b\u77e5 | InvestGlass","description":"\u63a2\u7d22\u9002\u7528\u4e8e\u53d7\u76d1\u7ba1\u91d1\u878d\u673a\u6784\u7684\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u5982\u4f55\u5b9e\u73b0 KYC \u548c AML \u5408\u89c4\u7684\u65e0\u7f1d\u589e\u5f3a\u3002.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/zh\/\u54ea\u4e9b\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u80fd\u5f88\u597d\u5730\u9002\u7528\u4e8e\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\/","og_locale":"zh_CN","og_type":"article","og_title":"What Client Onboarding Platforms Work Well for Regulated Financial Institutions and Support KYC and AML Out of the Box?","og_description":"In this article, you\u2019ll learn about the critical features of modern client onboarding platforms, how they help regulated financial institutions meet","og_url":"https:\/\/www.investglass.com\/zh\/\u54ea\u4e9b\u5ba2\u6237\u5165\u804c\u5e73\u53f0\u80fd\u5f88\u597d\u5730\u9002\u7528\u4e8e\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\/","og_site_name":"InvestGlass","article_published_time":"2026-03-27T14:13:30+00:00","article_modified_time":"2026-04-15T09:49:04+00:00","og_image":[{"width":1440,"height":901,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking.png","type":"image\/png"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u4f5c\u8005":"InvestGlass"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/what-client-onboarding-platforms-work-well-for-regulated-financial-institutions-and-support-kyc-and-aml-out-of-the-box\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/what-client-onboarding-platforms-work-well-for-regulated-financial-institutions-and-support-kyc-and-aml-out-of-the-box\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"What Client Onboarding Platforms Work Well for Regulated Financial Institutions and Support KYC and AML Out of the Box?","datePublished":"2026-03-27T14:13:30+00:00","dateModified":"2026-04-15T09:49:04+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/what-client-onboarding-platforms-work-well-for-regulated-financial-institutions-and-support-kyc-and-aml-out-of-the-box\/"},"wordCount":5793,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/what-client-onboarding-platforms-work-well-for-regulated-financial-institutions-and-support-kyc-and-aml-out-of-the-box\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking.png","keywords":["Digital 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