iMeta Closes Year of Business Advancement and Client Lifecycle Innovation

Leading Client Lifecycle Management provider, iMeta ends 2018 with new product releases, strategic alliances and several awards:

December 10 2018, London,

iMeta, a leading provider of on-boarding and client lifecycle management software and services, is completing one of its most successful years. This success is a result of the team’s commitment to providing a superior solution for financial firms to manage the complex regulatory and operational data required to transact with their clients – coupled with a strong belief in delivering a first class customer service experience. As 2018 closes, iMeta is pleased to share some of these achievements.

Product Innovation

iMeta continues to invest in developing and improving its products. In 2018 iMeta RVM (Relationship Visualisation Manager) was launched; a unique module which enables firms to manage their complex 3rd party relationships, and how these relate to their internal entities. Created as a direct response to growing user demand for complete data transparency on their clients and the differing trading/business relationships they have with them, iMeta RVM facilitates significantly improved risk and operational maintenance across the enterprise. This new visualisation layer means firms can now quickly, and almost seamlessly, consolidate disparate data sources to produce a single view of each customer; providing much deeper insight into the many complex business relationships they are responsible for.

iMeta is always looking to improve its offering. In 2018, following user feedback, a number of rolling enhancements to the platform have been developed, and a new look and feel has been designed for the user interface to improve the experience for customers.


In October, LexisNexis Risk Solutions joined forces with iMeta to integrate iMeta’s CLM technology with LexisNexis Risk Solution’s data capabilities – to increase efficiencies for customers and offer a more robust, all-encompassing bank compliance program.

This alliance enables customers to receive robust public records data and ID verification capabilities paired with an integrated platform; to help them optimise and meet their KYC requirements and gain a single source of clean, consolidated data across the enterprise. This provides the opportunity for one-stop-shopping for onboarding consumers and businesses; bringing together all the data sources required to help customers maximise the efficiency of their operational processes, and thus increase the speed in which customers can be served.

Industry Recognition

2018 has been a year of achievements and iMeta is thrilled to have received a number of accolades:

iMeta won the Customer Satisfaction Award in Chartis Research’s RiskTech100 2019. This is the first time they have featured in the report; scoring consistently across Functionality, Core technology and Strategy. In particular, iMeta scored highly for Customer Satisfaction.

iMeta was voted as a RegTech 100 Company 2019 by RegTech Analyst, a specialist research firm. The finalists were recognised for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements across the compliance function.

iMeta was recognised as a Category Leader for KYC Solutions, 2018 in Chartis RiskTech Quadrant; scoring highly for providing advanced vendor capabilities for entity resolution, reporting & dashboarding, KYC risk scores and customer lifecycle management.

This recognition is a culmination of the vision and hard work of the team – focused on innovation, transparency and client service – to deliver an outstanding Client Lifecycle Management product.

This year has seen iMeta go from strength to strength with 100% successful track record for program delivery of CLM and legal entity data management projects; with full functional scope, delivered on time and within budget – maintaining an unrivalled level of customer satisfaction. The team is now looking forward to helping more firms in 2019 improve their efficiencies, increase their performance and reap the benefits gained from enhanced data control and productivity.

About iMeta Technologies

iMeta is a leading provider of Onboarding, Client Lifecycle and Master Data Management software and services; delivering solutions to the global financial services industry. iMeta Technologies enables organisations to fully automate and manage the complex regulatory and operational data required to transact with their customers through the iMeta CLM platform. The system complies with KYC and AML requirements and regulatory demands such as MiFIDII, DFA and EMIR – offering regulatory surety and delivering a single, accurate client view across the organisation.

Press contact: Victoria Adams