iMeta automates client data and compliance across a variety of regulated industries
Client Onboarding: Financial Services
iMeta’s automated, compliant Client Journey software enables banks to rapidly onboard their customers, carry out relevant KYC and anti-money laundering checks, and deliver a speedy service to their customers. By using iMeta, financial institutions can focus on delivering a great customer experience whilst ensuring they are managing and maintaining their client records in real-time, within a single central hub, across the organisation for every jurisdiction.
The software offers an end-to-end solution and covers multiple financial services industries including:
- Investment Banking
- Corporate Finance
- Broker / Dealers
- Commercial / Business Banking
- Retail Banking
- Asset Management
- Wealth Management
iMeta’s platform can be rapidly tailored to the specific needs of your business rather than you trying to shoehorn your operating model into a vendor’s blueprint – so you get a solution that fits your needs and therefore maximises your efficiencies.
We would be happy to provide you with a free, no-obligation demo of our software.
With increasing regulations and demanding customer expectations, insurers need to be able to rapidly onboard their customers, manage their documentation quickly and prove compliance.
Manual, paper-based, disparate systems slow up the processing of client details, causing frustration for customers.
Poor communication and a lack of process automation means claims take longer to resolve, resulting in overstretched staff and bottlenecks with handwritten documents and emails. This inefficiency increases costs, leads to errors, and customer dissatisfaction.
By streamlining the customer experience into a single central hub and automating client data processes, organisations can speed up onboarding times, capture and process claims and documents from the start, deliver greater accuracy and proactively communicate with customers.
By accelerating the journey for claims and customers, firms will save time and money and are able to quickly adapt to changing market conditions.