iMeta Technologies

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iMeta’s end–to-end onboarding and Client Lifecycle Management platform, iMeta CLM, enables financial organisations to automate and manage the complex regulatory and operational data required to transact with their customers.

With a highly flexible data model, workflow and business rules engine that can be configured in-house, the system is able to comply with existing KYC and more recent regulatory demands such as MiFIDII, DFA, and EMIR etc.

You don’t want to re-engineer your business to fit in with a software solution. iMeta CLM is designed as a configurable modular platform, where you can invest in the elements that solve your specific business needs.

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 an efficient and positive client experience.

For more information visit or contact +44(0)2380 762012