Data Mastery

Taking 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 do data differently – keeping it in one place, continuously refreshed and validated against your policies.

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Financial Technology
Driven by Data

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.

The iMeta Equation

Why your data is better with iMeta Technologies

Unlock all of your data

Unlike many CLM applications the data is not tied to a specific case or event. Instead it is added to a permanent record, so it can easily be re-used across jurisdictions and business lines. This creates a much more efficient solution for managing and updating your client data.

Rapid response

iMeta is designed around your data, and in our agile platform you have access to all of it, as a single source of truth, within a central hub. With real-time processing, rapid screen response times and real-time multi-dimensional reporting, you will see super-fast results.


Designed for large institutions, our Data Mastery capability is scalable and can handle the complexity of numerous data sources, from internal transaction and records systems to external data providers and industry utilities, across multiple jurisdictions, business lines, product areas and roles.


The data is continuously refreshed and audited, so is accurate and current at all times with our ‘Always-on’ Compliance. If there are any changes to the data that will affect your customer relationship then iMeta will take action.

Rapid connectivity

With pre-built connections to numerous industry data providers and utilities, you can be sure you have up-to-date customer records, in one central place.

Automate, don’t replicate

Most onboarding and compliance technology is still built around process and the process determines when the data is needed. iMeta is the next generation of CLM technology, and cleverly knows and understands what information is required and it builds the process to collect what is missing – so no time is wasted on needless tasks.

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

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