Client Lifecycle Management
for Wholesale, Corporate,
Institutional Banking
& Capital Markets


Delivering accelerated, compliant customer journeys, from onboarding to offboarding and everything in between.

Get the Results of our Front Office & Onboarding Survey in our Latest Whitepaper

iMeta Technologies: Complete Client Onboarding, KYC, AML & CLM Software

CLM is complicated for large corporate and institutional customers/counterparties and requires a solution that can deal with the complex nature of multi-product, cross-border onboarding.

Our trusted experts have built a proven platform for you to onboard the parties to your business relationships, manage KYC and AML compliance and accelerate end-to-end customer journeys – enabling you to meet your global regulatory compliance obligations whilst delivering a great customer experience from day one.

With over 20 years track record of successful project delivery to some of the largest wholesale, investment banks and broker/dealers, you are in safe hands. We partner closely with you as an extension of your team to achieve your business case objectives on time and within budget, with no hidden surprises.


iMeta Ben Marsh Interview

iMeta CEO, Ben Marsh outlines
the three strategic pillars
of Client Onboarding

Delivering Faster Results for You and Your Customers

Customers today expect great service from their providers – quick response times, informed staff, and rapid results.

Gaining a customer’s trust is important from the first point of contact, and firms should deliver seamless experiences from day one. iMeta’s Client Lifecycle Management (CLM) enables you to do just that, starting with client onboarding to product delivery, and continuing with ongoing service requests throughout the client journey.

iMeta’s technology makes it easy to deliver great customer journeys – our platform helps to automate your client interactions; gathering data efficiently and applying relevant compliance policies, such as Know your Customer (KYC) and anti-money laundering (AML) checks. Our Client Lifecycle Management technology allows you to engage with your customers in a rapid and compliant way whilst simplifying your operational processes at the same time. iMeta delivers quick results with greater control – as fast as your customers need it, and faster than the competition.

Cheerful iMeta businesswoman excited with accomplished project successfully on her computer

The iMeta difference

At iMeta, we have many years of experience delivering award-winning client lifecycle management to financial institutions.
In contrast to many other Client Lifecycle Management systems, iMeta’s proven Client Lifecycle Management (CLM) software is fast, thorough and always compliant.


Improved customer experience

  • Real-time customer journeys, processed in minutes & hours, not days & weeks
  • No more repetitive data requests
  • A vendor that keeps their promises


Always-on compliance

  • Know that your data and perception of risk is up-to-date all the time, not just when a scheduled review is completed
  • Ability to evaluate the impact of policy changes across your client base in real-time


Operational effectiveness

  • Increased operations capacity
  • Eliminate repeat requests and processing of same data multiple times
  • Remove manual processing and errors, simplify your operating model
  • Gain transparency and control


Fast delivery with rapid change

  • Quickly tailor solution to specific needs of business, rather than shoehorning your operating model into a vendor's blueprint
  • IT can react to the needs of your business
  • Avoid expensive upgrade costs

Data Driven Technology

Data is key to a seamless onboarding process and great customer service. iMeta will keep all of your data in one place, constantly refreshed and validated against your firm’s policies.

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.

And with easy access to your records for reporting, you can keep an audit trail of all your actions and changes, who made them and when, ensuring regulatory compliance globally across your business.

Learn more about how our Client Lifecycle Management (CLM) technology could transform your business by getting in touch with our team today.


iMeta Green Tick


iMeta consolidates your data from multiple sources into a single central hub of 'truth'

iMeta Green Tick


iMeta configures to fit your business - you don't have to shoehorn your systems to fit

iMeta Green Tick


The platform complies with a complete range of global KYC, AML and regulatory demands

iMeta Green Tick


Puts you in control of your data, globally throughout the organisation