iMeta delivers Client Data Management technology to many large banks & financial institutions.
iMeta CLM is a complete, end to end on-boarding & client lifecycle data management platform; capable of automating the comprehensive regulatory & operational processes when onboarding and managing the clients and entities of capital market organisations.
iMeta CLM includes:
- Connectivity to industry data and documentation sources
- Intuitive legal entity data management
- Regulatory support across KYC, AML, FATCA, CRS, MiFID, DFA and EMIR
- Account and SSI management
- A configurable data model with flexible workflow and rules
- An integration layer enabling straight through processing to downstream systems
Financial institutions require an accurate record of client data. iMeta CLM provides this via a central repository; delivering a single source of clean data throughout the organisation. With configurable data models, workflows & rules engines, banks can rapidly respond & comply with the changing regulatory environment.
Industry
Software Development, Computer Equipment, Software
HQ Location
Gamma House
Enterprise Road, Southampton Science Park
Southampton, Hampshire SO16 7NS, GB
Keywords
KYC compliance softwareEntity data management softwareClient data management software for banksclient lifecycle managementKYCKnow Your Customer softwarecustomer lifecycle managementAnti money laundering softwareAMLregulatory compliance