From onboarding to offboarding and eveything in between, our automated client journey technology covers the major functional challenges of large regulated organisations.
Accelerated Customer Journeys
Do you want to engage with your customers in a rapid and compliant way, and simplify your operational processes at the same time?
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.
Innovative Agile Technology
Purpose-built from the ground up by an expert team with many years of experience in the financial services industry.
iMeta is trusted by many top tier banks to do the specific job of managing client journeys, from onboarding through to offboarding, and everything in between.
Taking control of your data in one place is key to your success.
With our enterprise-grade data mastery, providing complete auditability and rapid reporting, you can rest assured that you have your house in order.
Unlike many CLM applications, the data is not tied to a specific case or event. Instead, each entity is a record in its own right, so it can be easily re-used across multiple roles, relationships, jurisdictions and business lines. This creates a much more efficient solution for managing and updating your client data, and removes the need for repetitive client requests and processing.
Do you want peace of mind, knowing that your client data is always current and compliant? With iMeta you can make the transition to perpetual KYC and remove the need for time-consuming diary reviews of your clients with our ‘Always-on’ regulatory platform.
There is no need to wait for the next review date to make sure you still know your customer (KYC), because the data in iMeta is constantly refreshed. When changes are identified, your policies will be applied, and your staff will only be notified when necessary action is required.
Seamless Back-office Automation
By removing complex, manual, time-consuming steps you can deliver real-time experiences for your customers.
iMeta’s default setting is ‘Automatic’, as it has been designed to cut unnecessary processes. Staff will be called upon only in exceptional cases – therefore improving speed, reducing errors and increasing operational capacity.