Client Onboarding Consultancy

iMeta Consultancy

Having worked with some of the largest financial organisations, the iMeta team is very experienced in delivering proven software solutions, such as standing settlement instruction processing and client onboarding technology. Our knowledge experts understand the stages required for an efficient and successful delivery, and work closely with our customers to help scope the project from the outset.

We offer a range of consulting services, so organisations can plot the best route forward and gain the greatest efficiencies with their internal data management. This can range from identifying key areas for optimising control and creating a smooth workflow, to assisting with presenting a business case, which outlines the software features, capabilities, integration and data transfer requirements.

With data management, integration and implementation experience, we can work with your team to review your data policies, define the strategy and develop a solution to fit the business needs. As an extension to your in house team, we can help steer the project from the start, through to go-live and beyond. We also have an in house 24/7 support team available for ongoing peace of mind. In return our customers achieve operational excellence, improve productivity, optimise infrastructure, yield substantial savings and gain and maintain a competitive advantage.