iMeta’s end–to-end on-boarding and Client Lifecycle Management platform, iMeta CLM, enables financial organisations to automate and manage the complex regulatory and operational data required to transact with their customers.
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 KYC and more recent regulatory demands such as MiFIDII, DFA, and EMIR etc. iMeta CLM delivers a single view of the client, and provides auditable traceability of applied policies and data – ensuring regulatory surety for KYC and AML.
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 deliver an efficient and positive client experience, realise greater efficiencies, save time and reduce costs.
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