iMeta provides onboarding and client lifecycle management software and services to investment banks and financial services firms.
iMeta’s end-to-end data management and workflow platform, iMeta CLM, has been designed to help financial institutions excel at client on-boarding and lifecycle management. By integrating workflow and data management to ensure a single view of client data; iMeta CLM delivers increased efficiencies, enhanced operational control, and offers a first-class client experience.
With a highly flexible data model, workflow and business rules engine that can be configured in-house, the system is able to comply with existing Know Your Customer (KYC) and other regulatory demands such as MiFIDII, DFA, and EMIR; delivering a single view of the client, and providing auditable traceability of applied policies and data – ensuring regulatory surety for Know Your Customer and Anti-Money Laundering.
Financial firms are often managing complex business relationships and strive to provide their clients with a professional and enjoyable experience in all their interactions. iMeta CLM is designed to support the needs of front, middle and back office to save time, deliver a positive client experience, and reduce costs.
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