{"id":49901,"date":"2026-05-11T13:14:42","date_gmt":"2026-05-11T11:14:42","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49901"},"modified":"2026-05-28T10:46:06","modified_gmt":"2026-05-28T08:46:06","slug":"%e9%80%82%e7%94%a8%e4%ba%8e%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e8%a1%8c%e4%b8%9a%e7%9a%84%e6%9c%80%e4%bd%b3salesforce%e6%9b%bf%e4%bb%a3%e6%96%b9%e6%a1%88%e6%9c%89%e5%93%aa%e4%ba%9b","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/what-are-the-best-salesforce-alternatives-tailored-for-wealth-management\/","title":{"rendered":"\u8d22\u5bcc\u7ba1\u7406\u6700\u4f73\u7684Salesforce\u66ff\u4ee3\u65b9\u6848\u6709\u54ea\u4e9b\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u5bfb\u6c42 Salesforce \u5f3a\u5927\u66ff\u4ee3\u65b9\u6848\u7684\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u800c\u8a00\uff0cInvestGlass \u63d0\u4f9b\u4e86\u4e00\u4e2a\u4e13\u4e3a\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u8bbe\u8ba1\u7684\u5f15\u4eba\u6ce8\u76ee\u7684\u89e3\u51b3\u65b9\u6848\u3002\u968f\u7740\u6570\u636e\u4e3b\u6743\u548c\u5408\u89c4\u6027\u53d8\u5f97\u65e5\u76ca\u5173\u952e\uff0cInvestGlass \u8131\u9896\u800c\u51fa\uff0c\u63d0\u4f9b\u4e86\u4e00\u4e2a\u6258\u7ba1\u5728\u745e\u58eb\u7684 CRM \u5e73\u53f0\uff0c\u8be5\u5e73\u53f0\u5728\u5b89\u5168\u7684\u73af\u5883\u4e2d\u96c6\u6210\u4e86\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u548c\u5408\u89c4\u81ea\u52a8\u5316\u3002\u672c\u6307\u5357\u63a2\u8ba8\u4e86\u4e3a\u4ec0\u4e48 InvestGlass \u548c\u5176\u4ed6\u9876\u7ea7\u66ff\u4ee3\u65b9\u6848\u80fd\u591f\u4e3a\u5f53\u4eca\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u63d0\u4f9b\u5353\u8d8a\u7684\u4e2a\u6027\u5316\u8d22\u52a1\u5efa\u8bae\u548c\u8fd0\u8425\u6548\u7387\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Leading_CRM_Platforms_for_Wealth_Management_Including_Salesforce_Financial_Services_Cloud\"><\/span>\u8d22\u5bcc\u7ba1\u7406\u9886\u57df\u7684\u9886\u5148CRM\u5e73\u53f0\uff1a\u5305\u542bSalesforce\u91d1\u878d\u670d\u52a1\u4e91<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u5408\u9002\u7684CRM\u7cfb\u7edf\u5bf9\u4e8e\u63d0\u5347\u5ba2\u6237\u670d\u52a1\u3001\u4f18\u5316\u8d22\u5bcc\u7ba1\u7406\u5de5\u4f5c\u6d41\u7a0b\u4ee5\u53ca\u786e\u4fdd\u7b26\u5408\u91d1\u878d\u76d1\u7ba1\u8981\u6c42\u81f3\u5173\u91cd\u8981\u3002\u4ee5\u4e0b\u662f\u9488\u5bf9\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u548c\u54a8\u8be2\u516c\u53f8\u7684\u4e00\u4e9b\u6700\u4f73CRM\u89e3\u51b3\u65b9\u6848\u53ca\u5176\u4ed6CRM\u89e3\u51b3\u65b9\u6848\uff0c\u5176\u4e2d\u91cd\u70b9\u5173\u6ce8InvestGlass\u72ec\u7279\u7684\u4f18\u52bf\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>InvestGlass\uff1a<\/strong> \u4e00\u4e2a\u6258\u7ba1\u5728\u745e\u58eb\u6216\u672c\u5730\u90e8\u7f72\u7684\u4e3b\u6743 CRM \u5e73\u53f0\uff0c\u63d0\u4f9b\u96c6\u6210\u7684\u8d22\u52a1\u89c4\u5212\u6a21\u5757\u3001\u5408\u89c4\u529f\u80fd\u4ee5\u53ca <a href=\"https:\/\/www.investglass.com\/zh\/\" target=\"_self\">\u4e13\u4e3a\u8d22\u5bcc\u987e\u95ee\u91cf\u8eab\u5b9a\u5236\u7684AI\u9a71\u52a8\u578b\u81ea\u52a8\u5316<\/a>.<\/li><li><strong>Wealthbox CRM\uff1a<\/strong> \u4e00\u6b3e\u4e13\u4e3a\u8d22\u52a1\u987e\u95ee\u6253\u9020\u7684\u57fa\u4e8e\u4e91\u7aef\u7684CRM\uff0c\u4ee5\u5176\u76f4\u89c2\u7684\u754c\u9762\u548c\u4e0e\u8d22\u52a1\u89c4\u5212\u8f6f\u4ef6\u7684\u65e0\u7f1d\u96c6\u6210\u800c\u95fb\u540d\uff0c\u9002\u5408\u5c06\u6613\u7528\u6027\u653e\u5728\u9996\u4f4d\u7684\u4f01\u4e1a\u3002.<\/li><li><strong>Redtail CRM\uff1a<\/strong> \u5b83\u5728\u4e2d\u5c0f\u578b\u8bca\u6240\u4e2d\u5f88\u53d7\u6b22\u8fce\uff0c\u53ea\u9700\u6781\u5c11\u57f9\u8bad\uff0c\u7528\u6237\u91c7\u7eb3\u7387\u9ad8\uff0c\u662f\u72ec\u7acb\u7406\u8d22\u987e\u95ee\u4e2d\u6700\u5e7f\u6cdb\u4f7f\u7528\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\uff0c\u4ee5\u4eb2\u6c11\u7684\u4ef7\u683c\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u5408\u89c4\u7ba1\u7406\u548c\u6587\u6863\u5b58\u50a8\u7ed3\u5408\u5728\u4e00\u8d77\uff0c\u4e0e\u2026\u2026\u5f62\u6210\u9c9c\u660e\u5bf9\u6bd4 <a href=\"https:\/\/www.investglass.com\/zh\/%e7%a7%81%e4%ba%ba%e9%93%b6%e8%a1%8c-crm\/\" target=\"_self\">\u4e13\u4e3a\u79c1\u4eba\u94f6\u884c\u8bbe\u8ba1\u7684\u745e\u58ebCRM\u5e73\u53f0<\/a>.<\/li><li><strong>HubSpot CRM\uff1a<\/strong> \u5b83\u5728\u8425\u9500\u81ea\u52a8\u5316\u65b9\u9762\u8868\u73b0\u5f3a\u52b2\uff0c\u6df1\u53d7\u6ce8\u91cd\u589e\u957f\u7684\u91d1\u878d\u516c\u53f8\u7684\u6b22\u8fce\uff0c\u5e76\u4e14\u901a\u5e38\u6bd4Salesforce\u66f4\u5bb9\u6613\u4f7f\u7528\u3002.<\/li><li><strong>\u6d3e\u514b\u83f2<\/strong> \u57fa\u4e8e Salesforce \u5e73\u53f0\u6784\u5efa\uff0c\u4e13\u4e3a\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u8bbe\u8ba1\uff0c\u63d0\u4f9b\u7528\u4e8e\u590d\u6742\u5ba2\u6237\u670d\u52a1\u7684\u987e\u95ee\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/li><li><strong>Microsoft Dynamics 365 \u8d22\u52a1\u548c\u8fd0\u8425\uff1a<\/strong> \u4e00\u4e2a\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u4e0e\u8d22\u52a1\u548c\u8fd0\u8425\u5de5\u4f5c\u6d41\u76f8\u96c6\u6210\u3001\u4e0e\u5fae\u8f6f\u5de5\u5177\u6df1\u5ea6\u96c6\u6210\u3001\u5e76\u53ef\u4f5c\u4e3a Salesforce CRM \u76f4\u63a5\u66ff\u4ee3\u65b9\u6848\u7684\u7efc\u5408\u4f01\u4e1a\u89e3\u51b3\u65b9\u6848\u3002.<\/li><li><strong>Tamarac CRM\uff1a<\/strong> \u4e13\u4e3a\u4f01\u4e1a\u8d22\u5bcc\u7ba1\u7406\u800c\u8bbe\u8ba1\uff0c\u63d0\u4f9b\u9884\u6784\u5efa\u7684\u5de5\u4f5c\u6d41\u7a0b\uff0c\u4ee5\u652f\u6301\u590d\u6742\u7684\u54a8\u8be2\u4e1a\u52a1\u3002.<\/li><li><strong>Zoho CRM\uff1a<\/strong> \u4e00\u4e2a\u4ef7\u683c\u4eb2\u6c11\u3001\u9ad8\u5ea6\u53ef\u5b9a\u5236\u7684\u5e73\u53f0\uff0c\u652f\u6301\u4efb\u52a1\u7ba1\u7406\u5e76\u53ef\u4e0e\u5404\u79cd\u91d1\u878d\u5de5\u5177\u96c6\u6210\u3002.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"InvestGlass_A_Sovereign_CRM_Solution_for_Wealth_Managers\"><\/span>InvestGlass\uff1a\u9762\u5411\u8d22\u5bcc\u7ba1\u7406\u7684\u4e3b\u6743 CRM \u89e3\u51b3\u65b9\u6848<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u65e8\u5728\u6ee1\u8db3\u5728\u9ad8\u5ea6\u76d1\u7ba1\u73af\u5883\u4e2d\u8fd0\u8425\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u590d\u6742\u9700\u6c42\uff0c\u5176\u4f5c\u4e3a Salesforce \u91d1\u878d\u670d\u52a1\u4e91\u7684\u66ff\u4ee3\u65b9\u6848\uff0c\u80fd\u4e3a\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u63d0\u4f9b\u66f4\u5951\u5408\u3001\u66f4\u5feb\u901f\u843d\u5730\u7684\u529f\u80fd\u3002\u5176\u745e\u58eb\u6570\u636e\u4e3b\u6743\u65b9\u6cd5\u786e\u4fdd\u4e86\u5bf9\u654f\u611f\u5ba2\u6237\u6570\u636e\u7684\u5b8c\u5168\u63a7\u5236\uff0c\u4ece\u800c\u89e3\u51b3\u4e86\u5bf9\u7f8e\u56fd\u6216\u4e2d\u56fd\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u65e5\u76ca\u589e\u957f\u7684\u62c5\u5fe7\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u529f\u80fd\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/strong> \u96c6\u4e2d\u7ba1\u7406\u5ba2\u6237\u6570\u636e\uff0c\u8ddf\u8e2a\u5ba2\u6237\u4e92\u52a8\uff0c\u5e76\u901a\u8fc7\u8be6\u7ec6\u7684\u5ba2\u6237\u6863\u6848\u652f\u6301\u4e2a\u6027\u5316\u670d\u52a1\uff0c\u540c\u65f6\u96c6\u4e2d\u5ba2\u6237\u4fe1\u606f\u4ee5\u5b9e\u73b0\u66f4\u5f3a\u7684\u5ba2\u6237\u7ba1\u7406\u3002.<\/li><li><strong>\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\uff1a<\/strong> \u63d0\u4f9b\u5b9e\u65f6\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u62a5\u544a\u5de5\u5177\uff0c\u4f7f\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u80fd\u591f\u5728\u5355\u4e00\u754c\u9762\u4e2d\u76d1\u63a7\u6295\u8d44\u548c\u5ba2\u6237\u8d22\u52a1\u8d26\u6237\uff0c\u5e76\u53ef\u901a\u8fc7\u4ee5\u4e0b\u65b9\u5f0f\u8fdb\u884c\u589e\u5f3a\uff1a <a href=\"https:\/\/www.investglass.com\/zh\/effective-portfolio-management-using-ai\/\" target=\"_self\">\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7b56\u7565<\/a>.<\/li><li><strong>\u5408\u89c4\u4e0e\u76d1\u7ba1\u652f\u6301\uff1a<\/strong> \u81ea\u52a8\u5316\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\uff0c\u652f\u6301\u5ba1\u8ba1\u8ffd\u8e2a\uff0c\u5e76\u5305\u542b\u5f3a\u5927\u7684\u5b89\u5168\u529f\u80fd\uff08\u5305\u62ec\u5b89\u5168\u7684\u6587\u6863\u7ba1\u7406\u548c\u96c6\u6210\u7684\u5408\u89c4\u5de5\u5177\uff09\uff0c\u4ee5\u786e\u4fdd\u9075\u5b88\u91d1\u878d\u6cd5\u89c4\u3002.<\/li><li><strong>AI\u9a71\u52a8\u7684\u81ea\u52a8\u5316\uff1a<\/strong> \u901a\u8fc7\u5206\u6790\u5ba2\u6237\u884c\u4e3a\u548c\u81ea\u52a8\u5316\u5e38\u89c4\u4efb\u52a1\u6765\u589e\u5f3a\u6570\u636e\u9a71\u52a8\u7684\u51b3\u7b56\uff0c\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\u548c\u670d\u52a1\u8d28\u91cf\uff0c\u5e76\u8d8a\u6765\u8d8a\u591a\u5730\u7ed3\u5408 <a href=\"https:\/\/www.investglass.com\/zh\/%e6%b7%b1%e5%85%a5%e8%af%84%e8%bf%b0%e9%93%b6%e8%a1%8c%e7%9a%84%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e4%bb%a3%e7%90%86\/\" target=\"_self\">\u9762\u5411\u94f6\u884c\u7ea7\u6b3a\u8bc8\u68c0\u6d4b\u4e0e\u5ba2\u6237\u4f53\u9a8c\u7684\u667a\u80fd\u4f53AI<\/a>.<\/li><li><strong>\u5b89\u5168\u5ba2\u6237\u95e8\u6237\uff1a<\/strong> \u4f7f\u5ba2\u6237\u80fd\u591f\u901a\u8fc7\u5ba2\u6237\u95e8\u6237\u5b89\u5168\u5730\u5171\u4eab\u6587\u6863\u3001\u8bbf\u95ee\u62a5\u544a\u548c\u6295\u8d44\u7ec4\u5408\u4fe1\u606f\uff0c\u4ece\u800c\u589e\u5f3a\u900f\u660e\u5ea6\u548c\u4fe1\u4efb\u5ea6\u3002.<\/li><li><strong>\u5ba2\u6237\u5165\u9a7b\uff1a<\/strong> \u6570\u5b57\u5316\u5f00\u6237\u5de5\u5177\u80fd\u591f\u81ea\u52a8\u5316\u5ba2\u6237\u9a8c\u8bc1\u548c\u8eab\u4efd\u6838\u67e5\uff0c\u5728\u786e\u4fdd\u5408\u89c4\u7684\u540c\u65f6\u7f29\u77ed\u5f00\u6237\u65f6\u95f4\uff0c\u7279\u522b\u662f\u5728\u4e0e\u2026\u2026\u7ed3\u5408\u4f7f\u7528\u65f6 <a href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e8%87%aa%e5%8a%a8%e8%bf%9b%e8%a1%8c-kyc-%e9%aa%8c%e8%af%81-%e8%87%aa%e5%8a%a8%e5%bc%80%e5%8f%91%e6%b8%b8%e6%88%8f\/\" target=\"_self\">\u81ea\u52a8\u5316KYC\u9a8c\u8bc1\u6d41\u7a0b<\/a>.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bb8\u591a\u4e13\u4e3a\u8d22\u52a1\u987e\u95ee\u8bbe\u8ba1\u7684\u4e3b CRM \u7cfb\u7edf\u90fd\u63d0\u4f9b\u4e0e\u5408\u89c4\u76f8\u5173\u7684\u529f\u80fd\uff0c\u5305\u62ec\u5b89\u5168\u6587\u6863\u5b58\u50a8\u3001\u5ba1\u8ba1\u8ddf\u8e2a\u4ee5\u53ca\u5e2e\u52a9\u7ba1\u7406\u76d1\u7ba1\u8981\u6c42\u7684\u5de5\u5177\u3002InvestGlass \u80fd\u591f\u4e0e\u4e3b\u6743\u57fa\u7840\u8bbe\u65bd\u5185\u7684\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u548c\u6258\u7ba1\u5de5\u5177\u8fdb\u884c\u96c6\u6210\uff0c\u8fd9\u4f7f\u5176\u6210\u4e3a\u5bfb\u6c42\u5168\u9762\u3001\u5408\u89c4\u4e14\u5b89\u5168\u7684\u8d22\u52a1\u987e\u95ee CRM \u7684\u516c\u53f8\u7684\u7406\u60f3\u9009\u62e9\uff1b\u7279\u522b\u662f\u5f53\u8fd9\u4e9b\u516c\u53f8\u53ef\u80fd\u4f1a\u5bf9\u6bd4 AdvisorEngine \u98ce\u683c\u7684\u7ed3\u6784\u5316\u5165\u804c\u4e0e\u5408\u89c4\u62a5\u544a\uff0c\u6216 Advyzon \u98ce\u683c\u7684\u7efc\u5408 CRM\u3001\u7ee9\u6548\u62a5\u544a\u4e0e\u8ba1\u8d39\u529f\u80fd\u65f6\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Security_and_Compliance_A_Priority_in_Wealth_Management_CRMs\"><\/span>\u5b89\u5168\u4e0e\u5408\u89c4\uff1a\u8d22\u5bcc\u7ba1\u7406 CRM \u7684\u91cd\u4e2d\u4e4b\u91cd<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u968f\u7740\u76d1\u7ba1\u8981\u6c42\u7684\u4e0d\u65ad\u589e\u52a0\uff0c\u4fdd\u62a4\u5ba2\u6237\u6570\u636e\u548c\u786e\u4fdd\u5408\u89c4\u662f\u4e0d\u5bb9\u59a5\u534f\u7684\u3002InvestGlass \u7b49\u9886\u5148\u5e73\u53f0\u91c7\u7528\u4f01\u4e1a\u7ea7\u52a0\u5bc6\u3001\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u63a7\u5236\u4ee5\u53ca\u65e8\u5728\u6ee1\u8db3\u4e25\u683c\u91d1\u878d\u76d1\u7ba1\u8981\u6c42\u7684\u5408\u89c4\u529f\u80fd\uff0c\u5e2e\u52a9\u91d1\u878d\u673a\u6784\u7ef4\u62a4\u5ba1\u8ba1\u8ffd\u8e2a\u5e76\u786e\u4fdd\u8bb0\u5f55\u5b89\u5168\u3002\u8fd9\u79cd\u5bf9\u5b89\u5168\u6027\u7684\u91cd\u70b9\u5173\u6ce8\u4e0d\u4ec5\u7ef4\u62a4\u4e86\u5ba2\u6237\u5173\u7cfb\u5e76\u964d\u4f4e\u4e86\u98ce\u9669\u66b4\u9732\uff0c\u8fd8\u652f\u6301\u6ee1\u8db3\u76d1\u7ba1\u548c\u76d1\u7763\u4e49\u52a1\u6240\u9700\u7684\u6587\u6863\u7ba1\u7406\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Integration_and_Workflow_Automation\"><\/span>\u96c6\u6210\u4e0e\u5de5\u4f5c\u6d41\u81ea\u52a8\u5316<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9ad8\u6548\u7684\u8d22\u5bcc\u7ba1\u7406\u4f9d\u8d56\u4e8e\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u4e2d\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u4e0e\u4f1a\u8ba1\u5de5\u5177\u3001\u8d22\u52a1\u89c4\u5212\u8f6f\u4ef6\u4ee5\u53ca\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5e73\u53f0\u7b49\u5176\u4ed6\u8fd0\u8425\u7cfb\u7edf\u4e4b\u95f4\u7684\u65e0\u7f1d\u96c6\u6210\u3002InvestGlass \u901a\u8fc7\u5728\u5176\u5e73\u53f0\u5185\u63d0\u4f9b\u6d41\u7a0b\u81ea\u52a8\u5316\u548c\u5408\u89c4\u7ba1\u7406\u8131\u9896\u800c\u51fa\uff0c\u4ece\u800c\u51cf\u5c11\u624b\u52a8\u5de5\u4f5c\u91cf\u3001\u6539\u5584\u4e1a\u52a1\u6d41\u7a0b\u5e76\u5b9e\u73b0\u66f4\u4e00\u81f4\u7684\u5ba2\u6237\u7ba1\u7406\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u52a0\u5f3a\u5ba2\u6237\u53c2\u4e0e\u5ea6\u3001\u652f\u6301\u5408\u89c4\u5de5\u4f5c\u3001\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\u5e76\u63d0\u5347\u8fd0\u8425\u6548\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u94fe\u63a5\u5230\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u8fd8\u53ef\u4ee5\u5e2e\u52a9\u987e\u95ee\u66f4\u9ad8\u6548\u5730\u5f00\u5c55\u6295\u8d44\u7ec4\u5408\u5ba1\u67e5\uff0c\u7279\u522b\u662f\u5728\u4f7f\u7528 <a href=\"https:\/\/www.investglass.com\/zh\/%e7%bb%8f%e7%ba%aa%e4%ba%ba%e7%9a%84-crm\/\" target=\"_self\">\u9762\u5411\u91d1\u878d\u673a\u6784\u7684\u745e\u58ebCRM\u7cfb\u7edf<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Emerging_Trends_in_Wealth_Management_Technology\"><\/span>\u8d22\u5bcc\u7ba1\u7406\u6280\u672f\u7684\u65b0\u5174\u8d8b\u52bf<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u6b63\u5728\u8fc5\u901f\u91c7\u7528\u57fa\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u5de5\u5177\uff0c\u8fd9\u4e9b\u5de5\u5177\u6b63\u5728\u91cd\u5851\u4f20\u7edf\u7684\u8d22\u5bcc\u7ba1\u7406\u6a21\u5f0f\u3002\u9884\u8ba12021\u5e74\u81f32030\u5e74\u95f4\uff0c\u5168\u7403\u8d22\u5bcc\u7ba1\u7406\u5e02\u573a\u5c06\u4ee510.7%\u7684\u590d\u5408\u5e74\u589e\u957f\u7387\u589e\u957f\uff0c\u8fd9\u5c06\u63a8\u52a8\u5bf9\u5148\u8fdb\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u6280\u672f\u7684\u9700\u6c42\uff0c\u4ee5\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u5e76\u4f18\u5316\u8fd0\u8425\u6d41\u7a0b\u3002 InvestGlass \u7b49\u73b0\u4ee3\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e0e\u5b9e\u65f6\u6295\u8d44\u7ec4\u5408\u76d1\u63a7\u76f8\u7ed3\u5408\uff0c\u5e76 <a href=\"https:\/\/www.investglass.com\/zh\/%e5%88%a9%e7%94%a8%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e6%8e%8c%e6%8f%a1%e6%8a%95%e8%b5%84%ef%bc%8c%e4%bc%98%e5%8c%96%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88\/\" target=\"_self\">\u9884\u6d4b\u5206\u6790\u4ee5\u5206\u6790\u5ba2\u6237\u884c\u4e3a<\/a> \u5e76\u54cd\u5e94\u4e0d\u65ad\u53d8\u5316\u7684\u5ba2\u6237\u671f\u671b\u3002\u8fd9\u6709\u52a9\u4e8e\u987e\u95ee\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\u548c\u66f4\u5177\u9488\u5bf9\u6027\u7684\u8d22\u52a1\u5efa\u8bae\u3002\u8fd9\u79cd\u6574\u5408\u901a\u8fc7\u9884\u6d4b\u9700\u6c42\u548c\u5e02\u573a\u53d8\u5316\u6765\u652f\u6301\u4e3b\u52a8\u5f0f\u8d22\u52a1\u89c4\u5212\u5e76\u589e\u5f3a\u5ba2\u6237\u4e92\u52a8\uff0c\u8fd9\u4e00\u6a21\u5f0f\u53cd\u6620\u5728 <a href=\"https:\/\/www.investglass.com\/zh\/%e6%b2%bb%e7%96%97%e5%b8%88%e7%9a%84-crm\/\" target=\"_self\">\u4e13\u95e8\u9488\u5bf9\u5fc3\u7406\u6cbb\u7597\u8bca\u6240\u7684CRM\u89e3\u51b3\u65b9\u6848<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u5916\uff0c\u968f\u7740\u5404\u516c\u53f8\u4f18\u5148\u8003\u8651\u5bf9\u654f\u611f\u8d22\u52a1\u4fe1\u606f\u7684\u63a7\u5236\uff0c\u5177\u5907\u5f3a\u5927\u6570\u636e\u4e3b\u6743\u6a21\u578b\u7684\u4e91\u5e73\u53f0\u6b63\u65e5\u76ca\u53d7\u5230\u9752\u7750\u3002\u73b0\u4ee3\u8d22\u5bcc\u7ba1\u7406\u5e73\u53f0\u73b0\u5df2\u5c06\u8d22\u52a1\u6570\u636e\u96c6\u4e2d\u5316\uff0c\u5e76\u901a\u8fc7\u5bf9\u6295\u8d44\u3001\u7a0e\u52a1\u89c4\u5212\u548c\u98ce\u9669\u7ba1\u7406\u7684\u5b9e\u65f6\u6d1e\u5bdf\uff0c\u652f\u6301\u65e0\u7f1d\u7684\u6570\u5b57\u5316\u4f53\u9a8c\u3002\u4eba\u5de5\u667a\u80fd\u5728\u8d22\u5bcc\u7ba1\u7406\u4e2d\u7684\u6574\u5408\u4e5f\u5728\u91cd\u5851\u987e\u95ee\u7684\u5de5\u4f5c\u65b9\u5f0f\uff0c\u5e2e\u52a9\u4ed6\u4eec\u5229\u7528\u9884\u6d4b\u6027\u5206\u6790\u548c\u81ea\u52a8\u5316\u4f5c\u4e3a\u51b3\u7b56\u5f15\u64ce\uff0c\u4ece\u800c\u63d0\u9ad8\u751f\u4ea7\u529b\u548c\u5ba2\u6237\u53c2\u4e0e\u5ea6\u3002\u5408\u89c4\u5de5\u4f5c\u6d41\u7a0b\u548c\u4efb\u52a1\u7ba1\u7406\u7684\u81ea\u52a8\u5316\u7b80\u5316\u4e86\u65e5\u5e38\u7ba1\u7406\uff0c\u786e\u4fdd\u516c\u53f8\u9ad8\u6548\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\uff0c\u7c7b\u4f3c\u4e8e <a href=\"https:\/\/www.investglass.com\/zh\/%e7%89%99%e7%a7%91%e8%af%8a%e6%89%80%e7%9a%84-crm\/\" target=\"_self\">\u9488\u5bf9\u53d7\u76d1\u7ba1\u884c\u4e1a\u7684\u4e13\u4e1a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u5e73\u53f0<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Choosing_the_Right_CRM_for_Your_Wealth_Management_Firm\"><\/span>\u4e3a\u60a8\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u9009\u62e9\u5408\u9002\u7684 CRM<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u4e3a\u54a8\u8be2\u516c\u53f8\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u9009\u62e9CRM\u89e3\u51b3\u65b9\u6848\u65f6\uff0c\u8bf7\u8003\u8651\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8be5\u5e73\u53f0\u901a\u8fc7\u4e2a\u6027\u5316\u670d\u52a1\u548c\u5168\u9762\u7684\u5ba2\u6237\u6570\u636e\u7ba1\u7406\u6765\u589e\u5f3a\u5ba2\u6237\u5173\u7cfb\u7684\u80fd\u529b\u3002.<\/li><li>\u4e13\u4e1a\u5316\u5e73\u53f0\u901a\u5e38\u6bd4\u901a\u7528\u7cfb\u7edf\u66f4\u5feb\u5730\u5b9e\u73b0\u4ef7\u503c\u3002.<\/li><li>\u4e0e\u73b0\u6709\u8d22\u52a1\u89c4\u5212\u548c\u4f1a\u8ba1\u8f6f\u4ef6\u7684\u96c6\u6210\u529f\u80fd\uff0c\u540c\u65f6\u5c06\u5ba2\u6237\u4fe1\u606f\u3001\u6295\u8d44\u7ec4\u5408\u8ddf\u8e2a\u3001\u5408\u89c4\u62a5\u544a\u548c\u9884\u6d4b\u96c6\u4e2d\u5728\u4e00\u4e2a\u5730\u65b9\u3002.<\/li><li>\u786e\u4fdd\u9075\u5b88\u91d1\u878d\u6cd5\u89c4\u3001\u652f\u6301\u5ba1\u8ba1\u51c6\u5907\u5de5\u4f5c\u5e76\u5728\u89c4\u5212\u548c\u76d1\u7763\u5de5\u4f5c\u6d41\u7a0b\u4e2d\u6c47\u805a\u5173\u952e\u8bb0\u5f55\u7684\u5408\u89c4\u529f\u80fd\u3002.<\/li><li>\u4fdd\u62a4\u5ba2\u6237\u6570\u636e\u5e76\u7ef4\u62a4\u9690\u79c1\u7684\u5b89\u5168\u63aa\u65bd\u3002.<\/li><li>\u5de5\u4f5c\u6d41\u81ea\u52a8\u5316\uff0c\u4ee5\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u5e76\u51cf\u8f7b\u884c\u653f\u8d1f\u62c5\u3002.<\/li><li>\u7b26\u5408\u60a8\u7ec4\u7ec7\u7684\u6570\u636e\u4e3b\u6743\u8981\u6c42\u7684\u6258\u7ba1\u9009\u9879\u3002.<\/li><li>\u6700\u597d\u7684\u5e73\u53f0\u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u3001\u5408\u89c4\u4e0e\u76d1\u7ba1\u652f\u6301\u4ee5\u53ca\u7528\u4e8e\u9884\u6d4b\u5206\u6790\u7684\u4eba\u5de5\u667a\u80fd\u6d1e\u5bdf\u76f8\u7ed3\u5408\uff0c\u4ee5\u63d0\u5347\u5ba2\u6237\u6ee1\u610f\u5ea6\u3001\u589e\u5f3a\u5ba2\u6237\u53c2\u4e0e\u5ea6\uff0c\u5e76\u4f7f\u5ba2\u6237\u957f\u671f\u4fdd\u6301\u4e92\u52a8\u3002.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u901a\u8fc7\u63d0\u4f9b\u4e00\u4e2a\u5b89\u5168\u3001\u745e\u58eb\u6258\u7ba1\u7684 CRM \u5e73\u53f0\uff0c\u4e13\u95e8\u6ee1\u8db3\u8d22\u5bcc\u7ba1\u7406\u884c\u4e1a\u7684\u7279\u5b9a\u9700\u6c42\uff0c\u72ec\u7279\u5730\u6ee1\u8db3\u4e86\u8fd9\u4e9b\u6807\u51c6\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>\u7ed3\u8bba<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4e3a\u91cd\u89c6\u6570\u636e\u4e3b\u6743\u3001\u5408\u89c4\u6027\u548c\u4e2a\u6027\u5316\u8d22\u52a1\u5efa\u8bae\u7684\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u63d0\u4f9b\u4e86\u4e00\u4e2a\u524d\u77bb\u6027\u7684 Salesforce \u66ff\u4ee3\u65b9\u6848\u3002\u5176\u96c6\u6210\u5e73\u53f0\u5728\u4e00\u4e2a\u5b89\u5168\u7684\u73af\u5883\u4e2d\u5c06 CRM\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u3001\u5408\u89c4\u81ea\u52a8\u5316\u548c\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u89c1\u89e3\u7ed3\u5408\u5728\u4e00\u8d77\uff0c\u4f7f\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u80fd\u591f\u6709\u6548\u5730\u6539\u5584\u5ba2\u6237\u5173\u7cfb\u548c\u8fd0\u8425\u5de5\u4f5c\u6d41\u7a0b\u3002\u8bc4\u4f30\u60a8\u516c\u53f8\u7684\u4f18\u5148\u4e8b\u9879\u548c\u5408\u89c4\u9700\u6c42\u5c06\u6709\u52a9\u4e8e\u786e\u5b9a InvestGlass \u6216\u5176\u4ed6\u9886\u5148\u7684 CRM \u89e3\u51b3\u65b9\u6848\u662f\u5426\u80fd\u6700\u597d\u5730\u652f\u6301\u60a8\u7684\u589e\u957f\u548c\u5ba2\u6237\u4e92\u52a8\u76ee\u6807\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span>\u5e38\u89c1\u95ee\u9898<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u662f\u4ec0\u4e48\u8ba9 InvestGlass \u4e0e\u4f17\u4e0d\u540c\u4e8e\u5176\u4ed6 CRM \u5e73\u53f0\uff1f<\/strong><br \/>InvestGlass \u63d0\u4f9b\u4e86\u4e00\u4e2a\u7b26\u5408\u4e3b\u6743\u8981\u6c42\u7684\u745e\u58eb\u6258\u7ba1\u5e73\u53f0\uff0c\u96c6\u6210\u4e86\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3001\u5408\u89c4\u5de5\u4f5c\u6d41\u548c\u4eba\u5de5\u667a\u80fd\u81ea\u52a8\u5316\uff0c\u4f18\u5148\u4fdd\u969c\u6570\u636e\u4e3b\u6743\u548c\u5408\u89c4\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u80fd\u5426\u5e2e\u52a9\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\uff1f<\/strong><br \/>\u662f\u7684\uff0c\u901a\u8fc7\u4e2a\u6027\u5316\u7684\u8d22\u52a1\u5efa\u8bae\u3001\u5b9e\u65f6\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u4ee5\u53ca\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u89c1\u89e3\uff0cInvestGlass \u80fd\u591f\u589e\u5f3a\u5ba2\u6237\u4e92\u52a8\u548c\u53c2\u4e0e\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u662f\u5426\u9002\u5408\u5173\u6ce8\u6570\u636e\u4e3b\u6743\u7684\u673a\u6784\uff1f<\/strong><br \/>\u5b8c\u5168\u53ef\u4ee5\u3002InvestGlass \u63d0\u4f9b\u745e\u58eb\u6258\u7ba1\u548c\u672c\u5730\u90e8\u7f72\u9009\u9879\uff0c\u4ee5\u786e\u4fdd\u5bf9\u5ba2\u6237\u6570\u636e\u7684\u5b8c\u5168\u63a7\u5236\u5e76\u7b26\u5408\u9690\u79c1\u6cd5\u89c4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u662f\u5426\u4e0e\u5176\u4ed6\u91d1\u878d\u8f6f\u4ef6\u96c6\u6210\uff1f<\/strong><br \/>\u662f\u7684\uff0c\u5b83\u652f\u6301\u4e0e\u4f1a\u8ba1\u8f6f\u4ef6\u3001\u8d22\u52a1\u89c4\u5212\u6a21\u5757\u4ee5\u53ca\u5404\u79cd\u8d22\u52a1\u5de5\u5177\u65e0\u7f1d\u96c6\u6210\uff0c\u4ee5\u7b80\u5316\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u5982\u4f55\u652f\u6301\u5408\u89c4\u7ba1\u7406\uff1f<\/strong><br \/>\u8be5\u5e73\u53f0\u53ef\u81ea\u52a8\u6267\u884c\u5408\u89c4\u5de5\u4f5c\u6d41\u3001\u7ef4\u62a4\u5ba1\u8ba1\u8ffd\u8e2a\uff0c\u5e76\u5305\u542b\u5f3a\u5927\u7684\u5b89\u5168\u529f\u80fd\uff0c\u4ee5\u5e2e\u52a9\u4f01\u4e1a\u9ad8\u6548\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>For wealth managers seeking a robust alternative to Salesforce, InvestGlass offers a compelling solution designed specifically for the financial services sector. As data sovereignty and regulatory compliance become increasingly critical, InvestGlass stands out by delivering a Swiss-hosted CRM platform that integrates client relationship management, portfolio management tools, and compliance automation within a secure environment. This [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49341,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19],"class_list":["post-49901","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Salesforce Alternative for Wealth Manager Options<\/title>\n<meta name=\"description\" content=\"Explore the best Salesforce alternative for wealth manager with our review of top CRMs in 2025 tailored to your needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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