Client On-boarding – Less is More!
  The customer on-boarding experience with a financial institution, is very often, akin to the frequent flyer passenger experience when
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MiFID II, Welcome to the Jungle!
    MiFID II, Welcome to the Jungle; Client Classification Challenges and Data Model Magnificence In efforts to implement the
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CLM – Is Yours Half-Baked?
    Instructions Gather your ingredients… Preheat the oven… Grease a cake tin… Cream the butter and sugar… Beat in
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Don’t’ Get Lost in La La Land
  Don’t’ Get Lost in La La Land – Ensure Your KYC and AML Policies and Operations A few weeks
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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
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Part 4 – Regulatory and Operational Client Lifecycle Management Ecosystem
Winners and Losers – The Outlook: In our previous post we looked at the strategic choices firms can make in
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Part 3 – Regulatory and Operational Client Lifecycle Management Ecosystem
In the face of the regulatory onslaught discussed in our previous post, most financial services firms have engaged teams of
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Part 2 – Regulatory and Operational Client Lifecycle Management Ecosystem
(7 June, 2016) As noted in our previous post, Client Lifecycle Management is an extremely complicated space, and many 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,
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Data Lineage
Last month I attended a Client Data Management working group where much of the discussion, prompted by the data quality
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Data Connectivity and Integration
In an age where it is imperative that firms have access to trusted data for use in their Know Your
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Getting Your Data House in Order; the Case for Ontologies, Taxonomies and Data Dictionaries:
Having recently moved from Australia back to the UK, I am currently living in a chaotic house filled with unpacked
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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
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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
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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
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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
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The Data Gap Between Published Standing Settlement Instructions (SSIs) & Usable SSIs
The Data Gap Between Published SSIs (Standing Settlement Instructions) and Usable SSIs: Where is the data gap? My experience when
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Legal Entity Identifiers (LEI’s) – how ready is your onboarding process?
Legal Entity Indentifiers (LEIs) – How ready is  your onboarding process? There’s still a long way to go before the
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