Accelerated Customer Journeys
Do you want to engage with your customers in a rapid and compliant way – and simplify your back office and systems landscape in the process?
In 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.
Client 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.
Offering Your Customers More…
iMeta’s automated client lifecycle management can accelerate your customer’s journey; offering them easy, real-time seamless travel, from onboarding through to offboarding and everything in between – delivering a rapid, compliant service, where you don’t have to request the same information, and where customers can expect a pretty much immediate response from you.
iMeta can do this because we are the new generation of software innovators; specialising in getting the most out of your data by automating processes (rather than replicating them), and managing regulatory compliance – making sure all your client data is up-to-date and accessible in one central place.
We believe customer journeys should be measured in minutes and hours, not days and weeks.
So how do we do it?
Ditch the process
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. This saves time and effort and avoids duplication of tasks.
Orchestration without BPM
This enables you to deal with the complexity of your organisation without having to send messages between people. iMeta is cleverly designed to resolve policy requirements itself from the information available, and it only connects to people when new information is required – so there is no need for time wasting phone calls, emails, databases and spreadsheets.
iMeta understands policy nuances and data differences, enabling you to join your organisation up across multiple jurisdictions and regions.
Truly end-to-end CLM
Our solution automates onboarding through to offboarding, covering KYC/AML requirements, and regulations such as MiFIDII, DFA, EMIR, MAS. Not only do we cover the customer’s due diligence, we ensure that you can meet the customer’s requests, and we do this quickly.
Mastering your data
Your customers expect real-time or near real-time responses from you. This can only be achieved by mastering your data and automating the process. Most client lifecycle management tools rely on human intervention to connect up your data sources at different steps within the process. Due to our data mastery, we keep all your data in one place, constantly refreshed and validated against your policies.
You don’t want to keep going back to customers repeatedly asking for the same information! By improving your processes, sourcing up-to-date data from external providers and re-using data, you can deliver a first-class service to your customers. This in turn will improve your reputation and put you one step ahead of the competition.