The end to end data management and workflow platform for client onboarding and client lifecycle management. By providing a single source of clean, consolidated data across the enterprise, iMeta CLM has been specifically designed to adapt to a firm’s individual and constantly changing business requirements. It is proven to reduce operating costs and deliver operational excellence by harmonising multiple internal systems, accelerating client onboarding times and transforming the overall customer experience.

Businesses exists in a heavily regulated environment, which is rapidly evolving with a steady stream of new regulations requiring implementation. Therefore they require a data management solution that is proven in this environment and can respond and adapt as the business changes.

iMeta CLM fits this requirement: It has a highly flexible data model and business rules engine that can be configured in house to add new data fields and rules when they are needed; allowing the enterprise to comply with new classification requirements, new regulatory requirements and to support the changes in the business as it grows.

Financial firms are often managing complex business relationships and are striving to provide their clients with a professional and enjoyable experience in all their interactions. iMeta CLM is designed to support the needs of front, middle and back office to deliver a positive client experience:

• Its configurable workflow with key point notifications and flexible integration means that it can provide sales with the visibility and speed they require, without having to introduce yet another system into their already complex trading architecture.
• The intuitive UI design, interactive business rules and workflow will support the back office operational staff with their tasks; leading to and ensuring a proficient process for their clients by removing the multiple touch points and delays that frustrate them.
• Integrates with data sources to reduce manual data entry and speed up data acquisition times.
• The powerful business rules engine and auditing functionality provides Risk and Compliance teams with the assurance that the configured rules are enforcing their KYC and AML policies, and that these are being consistently applied throughout the whole client engagement processes.

Coverage for financial institutions may be domestic, cross-jurisdictional or global, and involves a range of markets from cash equities, commodities, FX and derivatives. A system such as iMeta CLM is therefore needed to understand the correct set of regulatory regimes required, and that can comply with and be configured to cover the relevant requirements under MiFIDII, DFA, EMIR, MAS etc.