{"id":26278,"date":"2021-04-13T17:02:00","date_gmt":"2021-04-13T10:02:00","guid":{"rendered":"https:\/\/www.xinwengao.com\/cn\/pr\/2021041317020026278"},"modified":"2021-04-13T21:39:40","modified_gmt":"2021-04-13T13:39:40","slug":"wd%e4%b8%ba%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e5%85%ac%e5%8f%b8%e6%8e%a8%e5%87%ba%e4%ba%91%e5%ae%a2%e6%88%b7%e7%94%9f%e5%91%bd%e5%91%a8%e6%9c%9fsaas","status":"publish","type":"post","link":"https:\/\/www.xinwengao.com\/cn\/pr\/2021041317020026278","title":{"rendered":"WD\u4e3a\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u63a8\u51fa\u4e91\u5ba2\u6237\u751f\u547d\u5468\u671fSaaS"},"content":{"rendered":"<p><p>\u4f26\u65662021\u5e744\u670813\u65e5 \/\u7f8e\u901a\u793e\/ &#8212; \u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u89e3\u51b3\u65b9\u6848\u9886\u57df\u7684\u5168\u7403\u9886\u5bfc\u8005<a target=\"_blank\" href=\"http:\/\/www.wealth-dynamix.com\/\" rel=\"nofollow noopener\">Wealth Dynamix<\/a>\u63a8\u51faCLMi\u5e76\u4ee5\u6b64\u6269\u5c55\u5176\u5c61\u83b7\u6b8a\u8363\u7684\u4ea7\u54c1\u5957\u4ef6\u3002CLMi\u4e13\u4e3a\u6ee1\u8db3\u4e2d\u7ea7\u81ea\u4e3b\u57fa\u91d1\u548c\u6295\u8d44\u516c\u53f8\u7684\u9700\u6c42\u548c\u9884\u7b97\u800c\u8bbe\u8ba1\uff0c\u53ef\u5e2e\u52a9\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u786e\u5b9a\u65e5\u5e38\u5de5\u4f5c\u7684\u4f18\u5148\u4e8b\u9879\uff0c\u901a\u8fc7\u7ecf\u8fc7\u884c\u4e1a\u68c0\u9a8c\u7684\u4e1a\u52a1\u6d41\u7a0b\u5c65\u884c\u76d1\u7ba1\u4e49\u52a1\uff0c\u5e76\u4fc3\u8fdb\u4e13\u6ce8\u4e8e\u4e3a\u5ba2\u6237\u5e26\u6765\u76c8\u5229\u7ed3\u679c\u4ee5\u53ca\u4e3a\u516c\u53f8\u5e26\u6765\u7ba1\u7406\u8d44\u4ea7\u89c4\u6a21\u7684\u589e\u957f\u3002<\/p>\n<div id=\"prni_dvprnejpg2cbeleft\" dir=\"ltr\">   <a href=\"https:\/\/www.xinwengao.com\/cn\/wp-content\/uploads\/wealth_dynamix_clmi.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"prnejpg2cbeleft\" title=\"CLMi helps wealth managers to prioritise daily work, meet regulatory obligations and facilitate focus on profitable outcomes for clients.\" border=\"0\" alt=\"CLMi helps wealth managers to prioritise daily work, meet regulatory obligations and facilitate focus on profitable outcomes for clients.\" align=\"middle\" src=\"https:\/\/www.xinwengao.com\/cn\/wp-content\/uploads\/wealth_dynamix_clmi.jpg\" \/><\/a>   <br \/>   <span>CLMi helps wealth managers to prioritise daily work, meet regulatory obligations and facilitate focus on profitable outcomes for clients.<\/span>  <\/div>\n<p>CLMi\u662f\u4e00\u79cd\u5b89\u5168\u3001\u7ecf\u6d4e\u9ad8\u6548\u4e14\u9ad8\u5ea6\u53ef\u6269\u5c55\u7684SaaS\uff08\u8f6f\u4ef6\u5373\u670d\u52a1\uff09\u89e3\u51b3\u65b9\u6848\uff0c\u63d0\u4f9b\u5373\u63d2\u5373\u7528CLM\uff0c\u5c06\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u7684\u5de5\u4f5c\u6548\u7387\u548c\u5ba2\u6237\u65c5\u7a0b\u7684\u6ee1\u610f\u5ea6\u4f5c\u4e3a\u5176\u4e1a\u52a1\u6838\u5fc3\u3002CLMi\u4ee5\u5f3a\u5927\u7684\u521b\u65b0\u89c4\u5219\u548c\u6d41\u7a0b\u5f15\u64ce\u4e3a\u57fa\u7840\uff0c\u7ed3\u5408\u81ea\u52a8\u5316\u6700\u4f73\u5b9e\u8df5\u5de5\u4f5c\u6d41\u7a0b\uff0c\u901a\u8fc7\u7b80\u5355\u6613\u7528\u7684\u76f4\u89c2\u56fe\u5f62\u4eea\u8868\u677f\u5c06\u53ef\u64cd\u4f5c\u89c1\u89e3\u76f4\u63a5\u63d0\u4f9b\u5230\u6bcf\u5bb6\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u7684\u684c\u9762\u3002\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u53ef\u5728\u4efb\u4f55\u4f4d\u7f6e\u7684\u4efb\u4f55\u8bbe\u5907\u4e0a\u4f7f\u7528CLMi\u3002<\/p>\n<p><a target=\"_blank\" href=\"https:\/\/vimeo.com\/529271859\/0718fe3406\" rel=\"nofollow noopener\">\u5728\u6b64\u5904\u89c2\u770b\u4ecb\u7ecd\u89c6\u9891<\/a>&nbsp;<\/p>\n<p>CLMi\u7cbe\u7b80\u800c\u654f\u6377\u7684\u57fa\u7840\u67b6\u6784\u6d88\u9664\u4e86\u5bf9\u590d\u6742\u800c\u8017\u65f6\u7684\u914d\u7f6e\u548c\u8bbe\u7f6e\u7684\u9700\u6c42\uff0c\u4ece\u800c\u53ef\u4ee5\u5feb\u901f\u3001\u8f7b\u677e\u5730\u5728\u6574\u4e2a\u4f01\u4e1a\u8303\u56f4\u5185\u8fdb\u884c\u5373\u5f00\u5373\u7528\u90e8\u7f72\u3002\u4e0e\u4e00\u6d41\u7684FinTech\u548cRegTech\u8fdb\u884c\u7684\u9884\u5148\u6574\u5408\u529f\u80fd\u53ef\u5b9e\u73b0\u8de8\u516c\u53f8\u534f\u4f5c\u548c\u901a\u4fe1\u3001\u4f01\u4e1a\u8303\u56f4\u5185\u7684\u6570\u636e\u5171\u4eab\u4ee5\u53ca\u5b8c\u5168\u7aef\u5230\u7aef\u7684\u76d1\u7763 &#8212; \u4ece\u6536\u8d2d\u548c\u6574\u5408\u5b9e\u65bd\u5230\u8fdb\u884c\u4e2d\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3002\u5b9a\u671f\u81ea\u52a8\u66f4\u65b0\u53ef\u786e\u4fddCLMi\u59cb\u7ec8\u4fdd\u6301\u6700\u65b0\u72b6\u6001\uff0c\u5e76\u5904\u4e8e\u521b\u65b0\u6700\u524d\u6cbf\uff0c\u4e14\u65e0\u9700\u5185\u90e8\u7ef4\u62a4\u3002<\/p>\n<p>Wealth Dynamix\u4ea7\u54c1\u7b56\u7565\u603b\u76d1<a target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/dominicsnell\/\" rel=\"nofollow noopener\"><span class=\"xn-person\">Dominic Snell<\/span><\/a>\u8868\u793a\uff1a\u201c\u7528\u6237\u4f53\u9a8c\u662f\u6211\u4eec\u2018\u4e3a\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u63d0\u4f9bCLM\u5de5\u5177\u4ee5\u4f7f\u4ed6\u4eec\u5de5\u4f5c\u66f4\u8f7b\u677e\u3001\u66f4\u6709\u6548\u2019\u7684\u613f\u666f\u7684\u6838\u5fc3\u3002\u4ed6\u4eec\u5df2\u538c\u5026\u4e86\u9700\u8981\u591a\u6b21\u767b\u5f55\u3001\u65e0\u6cd5\u63d0\u4f9b\u5b8c\u6574\u5ba2\u6237\u60c5\u51b5\u4ee5\u53ca\u6d1e\u5bdf\u529b\u4e0d\u8db3\u7684\u4e14\u96be\u4ee5\u4f7f\u7528\u7684\u6280\u672f\u3002\u91c7\u7528\u7387\u8f83\u4f4e\u4e0d\u5229\u4e8e\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u7684\u4e1a\u52a1\uff0c\u56e0\u6b64\u6211\u4eec\u88ab\u8d8a\u6765\u8d8a\u591a\u5730\u8981\u6c42\u63d0\u4f9b\u4e00\u79cd\u6613\u4e8e\u4f7f\u7528\u7684CLM\u5e73\u53f0\uff0c\u4f9b\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u6bcf\u5929\u4f7f\u7528\u3002CLMi\u6b63\u662f\u89e3\u51b3\u4e4b\u9053\u3002\u6211\u4eec\u5229\u7528\u6211\u4eec\u5728\u8d22\u5bcc\u7ba1\u7406\u884c\u4e1a\u7684\u4e13\u4e1a\u77e5\u8bc6\u5f00\u53d1\u51fa\u4e00\u79cd\u9ad8\u5ea6\u7075\u6d3b\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u8be5\u89e3\u51b3\u65b9\u6848\u65e2\u6613\u4e8e\u5feb\u6377\u5b9e\u65bd\u53c8\u80fd\u6ee1\u8db3\u4f7f\u7528\u9700\u6c42\uff0c\u4e14\u4e0d\u4f1a\u635f\u5bb3\u5176\u529f\u80fd\u3002\u4f5c\u4e3a\u4e00\u4e2aSaaS\u89e3\u51b3\u65b9\u6848\uff0cCLMi\u7ed3\u5408\u6709\u5f3a\u5927\u7684CRM\u529f\u80fd\u3001\u591a\u529f\u80fd\u6027\u548c\u667a\u80fd\u6027\uff0c\u8fd9\u4e9b\u90fd\u662f\u8d22\u5bcc\u7ba1\u7406\u4e2d\u6240\u9700\u7684\u56fa\u6709\u590d\u6742\u89c4\u5219\u548c\u6d41\u7a0b\u7684\u7ba1\u7406\u8981\u7d20\u3002\u201d<\/p>\n<p>Wealth Dynamix\u9996\u5e2d\u6267\u884c\u5b98\u517c\u8054\u5408\u521b\u59cb\u4eba<a target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/garylinieres\" rel=\"nofollow noopener\">Gary Linieres<\/a>\u8868\u793a\uff1a\u201c\u4e2d\u7ea7\u81ea\u4e3b\u57fa\u91d1\u548c\u6295\u8d44\u516c\u53f8\u4e0d\u4ec5\u9700\u8981\u6807\u51c6CRM\u6765\u6709\u6548\u5730\u7ba1\u7406\u5ba2\u6237\u65c5\u7a0b\u548c\u590d\u6742\u7684\u5408\u89c4\u8981\u6c42\uff0c\u8fd8\u7f3a\u4e4f\u8d44\u6e90\u548c\u8d44\u6e90\u9884\u7b97\uff0c\u7136\u540e\u8fd8\u9700\u8981\u5bf9\u4e0d\u540c\u9636\u6bb5\u7684\u89e3\u51b3\u65b9\u6848\u8fdb\u884c\u6574\u5408\u3002\u6211\u4eec\u4ee5\u4e3a\u4e16\u754c\u4e0a\u4e00\u4e9b\u6700\u5927\u7684\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u63d0\u4f9b\u5927\u89c4\u6a21CRM\u548c\u6574\u5408\u9879\u76ee\u7684\u5341\u5e74\u7ecf\u9a8c\u4e3a\u57fa\u7840\uff0c\u6253\u9020\u51fa\u4e86CLMi\u3002\u6211\u4eec\u5df2\u5c06\u6240\u6709\u8fd9\u4e9b\u77e5\u8bc6\u8fdb\u884c\u63d0\u70bc\u5e76\u7eb3\u5165\u5230\u4e00\u4e2a\u654f\u6377\u7684\u73b0\u4ee3SaaS\u89e3\u51b3\u65b9\u6848\u4e2d\uff0c\u4e3a\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u63d0\u4f9b\u591a\u5e74\u6765\u4e00\u76f4\u9700\u8981\u7684\u4e00\u79cd\u7b80\u5355\u6280\u672f\u3002CLMi\u5c06\u5e2e\u52a9\u4ed6\u4eec\u6210\u4e3a\u771f\u6b63\u7684\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u516c\u53f8\uff0c\u5e76\u63d0\u4f9b\u4e00\u79cd\u6570\u5b57\u5e73\u53f0\u548c\u5de5\u5177\u5305\uff0c\u800c\u8fd9\u7b14\u8d39\u7528\u5728\u4ee5\u524d\u662f\u4e00\u4e2a\u5929\u6587\u6570\u5b57\uff0c\u53ea\u6709\u51c6\u5907\u82b1\u8d39\u6570\u767e\u4e07\u7f8e\u5143\u7684\u7ec4\u7ec7\u624d\u80fd\u8d1f\u62c5\u5f97\u8d77\u3002\u201d<\/p>\n<p>\u5e0c\u671b\u770b\u5230CLMi\u7684\u5b9e\u9645\u6548\u679c\uff1f&nbsp;Wealth Dynamix\u5c06\u4e8e2021\u5e744\u670829\u65e5\uff08\u661f\u671f\u56db\uff09\u4e3e\u884c\u7f51\u7edc\u7814\u8ba8\u4f1a\uff0c\u6f14\u793a\u5982\u4f55\u4f7f\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u6210\u4e3a\u4e3b\u8981\u89d2\u8272\uff0c\u5982\u4f55\u5f15\u5bfc\u5ba2\u6237\u5173\u7cfb\u5e76\u5728\u5c3d\u53ef\u80fd\u77ed\u7684\u65f6\u95f4\u5185\u53d6\u5f97\u6210\u529f\u3002\u8bf7<a target=\"_blank\" href=\"https:\/\/www.brighttalk.com\/webcast\/17971\/480948?utm_source=WealthDynamix&amp;utm_medium=press_release&amp;utm_campaign=480948\" rel=\"nofollow noopener\">\u5728\u6b64\u5904\u6ce8\u518c<\/a><\/p>\n<p>\u76f8\u5173\u94fe\u63a5 :<\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"rmEG2T607N\"><p><a href=\"https:\/\/www.wealth-dynamix.com\/\">Home<\/a><\/p><\/blockquote>\n<p><iframe class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;Home&#8221; &#8212; Wealth Dynamix\" src=\"https:\/\/www.wealth-dynamix.com\/embed\/#?secret=rmEG2T607N\" data-secret=\"rmEG2T607N\" width=\"600\" height=\"338\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4f26\u65662021\u5e744\u670813\u65e5 \/\u7f8e\u901a\u793e\/ &#8212; \u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09\u89e3\u51b3\u65b9\u6848\u9886\u57df\u7684\u5168\u7403\u9886\u5bfc\u8005Wealth Dynamix\u63a8\u51faCLMi\u5e76\u4ee5\u6b64\u6269\u5c55\u5176\u5c61\u83b7\u6b8a\u8363\u7684\u4ea7\u54c1\u5957\u4ef6\u3002CLMi\u4e13\u4e3a\u6ee1\u8db3\u4e2d\u7ea7\u81ea\u4e3b\u57fa\u91d1\u548c\u6295\u8d44\u516c\u53f8\u7684\u9700\u6c42\u548c\u9884\u7b97\u800c\u8bbe\u8ba1\uff0c\u53ef\u5e2e\u52a9\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u786e\u5b9a\u65e5\u5e38\u5de5\u4f5c\u7684\u4f18\u5148\u4e8b\u9879\uff0c\u901a\u8fc7\u7ecf\u8fc7\u884c\u4e1a\u68c0\u9a8c\u7684\u4e1a\u52a1\u6d41\u7a0b\u5c65\u884c\u76d1\u7ba1\u4e49\u52a1\uff0c\u5e76\u4fc3\u8fdb\u4e13\u6ce8\u4e8e\u4e3a\u5ba2\u6237\u5e26\u6765\u76c8\u5229\u7ed3\u679c\u4ee5\u53ca\u4e3a\u516c\u53f8\u5e26\u6765\u7ba1\u7406\u8d44\u4ea7\u89c4\u6a21\u7684\u589e\u957f\u3002 CLMi helps wealth managers to prioritise daily work, meet regulatory obligations and facilitate focus on profitable outcomes for clients. CLMi\u662f\u4e00\u79cd\u5b89\u5168\u3001\u7ecf\u6d4e\u9ad8\u6548\u4e14\u9ad8\u5ea6\u53ef\u6269\u5c55\u7684SaaS\uff08\u8f6f\u4ef6\u5373\u670d\u52a1\uff09\u89e3\u51b3\u65b9\u6848\uff0c\u63d0\u4f9b\u5373\u63d2\u5373\u7528CLM\uff0c\u5c06\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u7684\u5de5\u4f5c\u6548\u7387\u548c\u5ba2\u6237\u65c5\u7a0b\u7684\u6ee1\u610f\u5ea6\u4f5c\u4e3a\u5176\u4e1a\u52a1\u6838\u5fc3\u3002CLMi\u4ee5\u5f3a\u5927\u7684\u521b\u65b0\u89c4\u5219\u548c\u6d41\u7a0b\u5f15\u64ce\u4e3a\u57fa\u7840\uff0c\u7ed3\u5408\u81ea\u52a8\u5316\u6700\u4f73\u5b9e\u8df5\u5de5\u4f5c\u6d41\u7a0b\uff0c\u901a\u8fc7\u7b80\u5355\u6613\u7528\u7684\u76f4\u89c2\u56fe\u5f62\u4eea\u8868\u677f\u5c06\u53ef\u64cd\u4f5c\u89c1\u89e3\u76f4\u63a5\u63d0\u4f9b\u5230\u6bcf\u5bb6\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u7684\u684c\u9762\u3002\u5ba2\u6237\u5173\u7cfb\u516c\u53f8\u53ef\u5728\u4efb\u4f55\u4f4d\u7f6e\u7684\u4efb\u4f55\u8bbe\u5907\u4e0a\u4f7f\u7528CLMi\u3002 \u5728\u6b64\u5904\u89c2\u770b\u4ecb\u7ecd\u89c6\u9891&nbsp; 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<a class=\"read-more\" href=\"https:\/\/www.xinwengao.com\/cn\/pr\/2021041317020026278\">Read More<\/a><\/p>\n","protected":false},"author":556,"featured_media":26281,"comment_status":"close","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1965],"tags":[],"class_list":["post-26278","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-partnerships"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/posts\/26278","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/users\/556"}],"replies":[{"embeddable":true,"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/comments?post=26278"}],"version-history":[{"count":1,"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/posts\/26278\/revisions"}],"predecessor-version":[{"id":26280,"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/posts\/26278\/revisions\/26280"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/media\/26281"}],"wp:attachment":[{"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/media?parent=26278"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/categories?post=26278"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.xinwengao.com\/cn\/wp-json\/wp\/v2\/tags?post=26278"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}