Imeta Technologies

read moreFrom onboarding to offboarding and everything in between; our trusted software helps regulated organisations deliver a first-class customer experience whilst meeting their regulatory and compliance obligations. From client onboarding to offboarding and everything in between; our trusted regulatory compliance software helps organisations to rapidly service customer requests, manage KYC and AML compliance, and deliver a first-class customer experience. In contrast to other kyc, onboarding & clm software offerings, iMeta delivers a modular solution that works across a range of regulated industries; including investment banks, corporate and retail banks, broker dealers, law firms and insurance providers, to name just a few.

read moreDelivering successful projects for over 20 years, iMeta is a trusted provider of client lifecycle management solutions; providing accelerated, compliant customer journeys for global, regulated organisations. From onboarding to offboarding and everything in between, iMeta helps firms to manage their KYC and AML, streamline their processes, and optimize their business opportunities. With an expert team in financial markets and a reputation for delivering true business value, feature-rich technology, and exemplary customer service, iMeta continues to focus on innovation and development; ensuring our product road maps are aligned to client requirements and priorities.

read moreIn today's digital age your customers expect more. It starts with onboarding, but it doesn't stop there. From additional products to service requests, they expect coherent responses, informed staff and rapid results. Unlike many CLM applications, the data is not tied to a specific case or event. Instead, each entity is a record in its own right, so it can be easily re-used across multiple roles, relationships, jurisdictions and business lines. This creates a much more efficient solution for managing and updating your client data, and removes the need for repetitive client requests and processing.

read moreTaking control of your data in one place is key to your success. With our enterprise-grade data mastery with complete auditability and rapid reporting, you can rest assured your house is in good order. We also re-use your data rather than recreating it - across multiple roles, relationships, functions and jurisdictions. By leveraging your in-house data and integrating external vendor data sources, the whole system is automated and streamlined, so you can be sure your client data is continually up-to-date and accurate.

read moreClient Lifecycle Management technology has improved the way clients are onboarded and their requests are managed, but it doesn't really offer a 21st century experience for customers and staff. Banks still have numerous teams, and disparate systems supporting processes, resulting in mistakes and delays. Although processing times have improved in the last 5 years, when customers ask for something today, they want it now. Where other CLM solutions replicate a sequential set of process steps and involve numerous teams and systems at different times, iMeta can automatically perform multiple steps in parallel, so your people only get involved when they need to.