by Victoria Adams | May 11, 2021 | Blog, In conversation with
iMeta’s Head of Product Development Julie Benson on product change, measuring growth and why KYC and onboarding are the beating heart of good business practice. Sean Vickers: Let’s kick off with something easy. Can you describe what you do at iMeta? Julie Benson: I am...
by Victoria Adams | Apr 12, 2021 | Blog, In conversation with
Client onboarding: Human beings, holistic views and truthful engagement. iMeta Technologies George Collier on the changing face of customer service. In the past year, the world has pivoted to working, living and consuming from home. So, it’s no surprise that both...
by Victoria Adams | Jun 23, 2020 | Blog
As we are forced to look at alternative ways of working in the current climate; whilst it provides firms with challenges, the flip side is that it also presents opportunities to find new, improved ways of working. Traditionally, companies have looked at client...
by Victoria Adams | May 27, 2020 | Blog, Podcast
Ben Marsh discusses iMeta’s history and the holistic management of data for KYC and compliance in Captivated Audience podcast Ben Marsh, iMeta CEO, talks to Samantha Sheen, MD of Ex Ante Advisory Ltd. and Marie Lundberg, founder and CEO of Acronym Consulting AB,...
by Victoria Adams | Nov 27, 2019 | Blog
Why are financial services firms stuck in time-based KYC review cycles? Why are financial services firms replicating what they would do with paper files for client onboarding and KYC? Completing them and pulling them out to review periodically, all be it on a computer...
by Victoria Adams | Sep 4, 2019 | Blog
How Not to Crash and Burn Following on from our previous blog, Holistic Client Lifecycle Management (CLM). We want to discuss how not having a holistic view, (which enables the development of a planned target operating model and business/data process design), makes...
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