iMeta’s Financial Solutions

From onboarding to offboarding and everything in between, iMeta’s end-to-end solution helps you manage your client data and keep it compliant with applicable regulations.

6 reasons to choose iMeta:

1

Customer service

  • Eliminate repetitive requests
  • Meet real-time service expectations
  • Compete with challengers on service
  • Improve reputation

2

Drive
value

  • Increase onboarding volumes & capacity
  • Reduce compliance costs
  • Improve profitability
  • Increase revenue

3

Automation, STP, always on KYC

  • BAU sustainability
  • Rationalise business silos
  • Reduce manual repetitive processes
  • Gain transparency
  • “Always on” KYC

4

Satisfy regulators

  • Enforce consistent, verifiable regulatory compliance
  • Manage regulatory disapproval
  • Improve Fin Crime programme efficacy

5

Greater
agility

  • Implement quickly
  • Execute rapid, cost effective response to change and quantify impact
  • Low cost of maintenance

6

Front office
empowerment

  • Accelerate onboarding
  • Better hand off control & greater governance
  • Optimise pipeline management
  • Increase sales capacity
  • Reduce time to revenue

There are so many benefits with iMeta such as:

Easy customisation

Integration with industry data vendors and internal systems

Global coverage

Full audit trail of activity

Our full modular approach enables firms to fit the solution to their business, rather than shoehorn their business to vendor constraints

iMeta is trusted by many top tier banks to manage their client journeys, from onboarding through to offboarding, and everything in between.

The iMeta solution

L

Multi-jurisdiction

L

Multi-product

L

Data integration

L

KYC/AML compliance

L

Master data management

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Centralised client view

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