Posts by Victoria Adams

The New Managed KYC Service

We are very encouraged by the response to our recent announcement of the Lysis CLM managed service powered by iMeta http://www.imeta.com/press/lysis-launches-new-onboarding-kyc-clm-managed-service-powered-by-imeta/. The number of people who have reached out to our firms is a clear indication of the urgent need for this type of specialist service. During our many conversations
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The Rise of Regtech in the Client Lifecycle Management Space

Ben Marsh – CEO, iMeta Until a few years ago, the system architecture diagrams of most financial services firms would have shown a single system (possibly only a database) proudly labelled “CDB”; a widely adopted acronym for “Client Database”. Surrounding this often ignored orphan data-set existed a loose arrangement of
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Managing Regulatory Change in 2016

In recently speaking with clients, industry collaborators and professional friends who are responsible for or involved with regulatory change management, there is a strong sense of finding ourselves truly down the rabbit hole, and for now at least, having tea with the Mad Hatter! (from Lewis Carroll’s Alice’s Adventures in
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CLIENT ONBOARDING – Not a Game of Chance!

Like an unlucky game of snakes and ladders, sub-standard Onboarding and Client Lifecycle Management will see you playing on a board filled with a lot of snakes! In 2015 and beyond it is imperative that best-of-breed Onboarding and Client Lifecycle Management is a well-managed, coherent practice – not a game
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Client Onboarding – Is there a right way?

Facing the Music! Since the banking crisis there has been a strong focus on legislation and regulation within the industry and firms have been forced to assess their operations and data management systems and focus more on their customers and the risks to their business. Some banks have been subjected
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Supporting Client Expectations!

“Speech has allowed the communication of ideas, enabling human beings to work together to build the impossible. Mankind’s greatest achievements have come about by talking, and its greatest failures by not talking. It doesn’t have to be like this. Our greatest hopes could become reality in the future. With the
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How to Provide a First Class Support Service

At iMeta we take providing a fantastic support service to our customers very seriously indeed. We pride ourselves on the high proportion of customers who commission us to provide additional development for them, beyond the scope of what was originally delivered. This is in part due to the highly skilled,
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