Client Lifecycle Management CLM

Beyond Onboarding…

Are you looking for an end-to-end client lifecycle management platform to manage your client data and all the global regulations surrounding it?
If so then we can meet your needs with iMeta CLM
– it goes beyond simple client onboarding!





Master data

client view

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Award Winning CLM Solution

Our award-winning software has been cleverly built from the ground up to automate and manage the whole client journey – from onboarding, through KYC (know your customer) and AML (anti-money laundering) compliance, to offboarding.

iMeta can manage all your client data and processes for multi-product and multi-jurisdiction client onboarding.

It will give you a complete, accurate, single view of your customer throughout the organisation, whilst making sure you remain compliant with increasing global KYC and regulatory requirements, – putting your customer first, at the heart of everything.

So why is good client lifecycle management so important?

Banks and other regulated organisations are being hit with increased global obligations. They need to accurately collect, process and evidence a mass of client and counterparty data and ensure they are meeting the complex demands of the regulators. Therefore, a client lifecycle management platform which covers all these areas is crucial.

If client data is not processed effectively, onboarding times slow and compliance problems increase. This impacts on time to revenue and affects the client’s experience with your organisation. Improved CLM speeds up onboarding, provides accurate client information and enables you to make quicker, better informed business decisions.

By automating your client data and streamlining your onboarding processes, you will be able to deliver faster, better customer service. This in turn will improve your relationships, increase loyalty and therefore your upsell and cross sell opportunites, and your customers will be less likely to take their business elsewhere.

There are so many benefits with using iMeta CLM such as;
easy customisation, ability to integrate with a variety of industry data vendors and internal systems, global coverage, and a transparent audit trail, to name a few.

Find out why iMeta achieved the highest score for Customer Satisfaction in the  Chartis RiskTech100® 2019

We’re Here to Help

We are happy to give you a demo, answer any questions and show you the full range of our capabilities.

iMeta CLM Platform
Improve the Customer Journey

iMeta Client Lifecycle Management flow

A complete end-to-end solution for onboarding and managing client and entity data
View the modules here:

Know your Customer


Standing Settlement


Legal Entity


See our complete end-to-end solution

Designed with your Business in Mind

Your business exists in a heavily regulated environment, which is rapidly evolving with a steady stream of new regulations. Therefore you need a data management solution that is proven in this environment and can respond and adapt with you.

iMeta CLM fits this requirement: It has a highly flexible data model and business rules engine that can be configured by you to add new data fields and rules when they are needed; allowing you to comply with new classification requirements, new regulatory requirements and support the changes in your business as it grows.

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 a positive client experience:

  • Its configurable workflow and flexible integration means that it can provide sales with the visibility and speed they require, without having to introduce yet another system into their already complex trading architecture.
  • It enables re-useability of data across the business, so customers can be quickly and easily identified. This also reduces frustration of customers having to be repeatedly asked to provide their information and proof of identity.
  • The intuitive UI design, interactive business rules and workflow will support your back office operational staff with their tasks; leading to and ensuring a proficient process for your clients by reducing the manual intervention, multiple touch points and delays.
  • Integrates with data sources to reduce manual data entry, speed up data acquisition times and ensure accuracy.
  • The powerful business rules engine and auditing functionality provides Risk and Compliance teams with the assurance that the configured rules are enforcing their KYC and AML policies, and that these are being consistently applied throughout the whole client engagement process.

Coverage for financial institutions may be domestic, cross-jurisdictional or global, and involves a range of markets from cash equities, commodities, FX and derivatives. A system such as iMeta CLM is therefore needed to understand the correct set of regulatory regimes required, and that can comply with and be configured to cover the relevant requirements under MiFIDII, DFA, EMIR, MAS etc.

Why Choose iMeta

iMeta Accountable
Quality Client Data
iMeta Agile
Transforming The Client Experience
iMeta Reliable
Tailored Solution
iMeta Global Coverage
Global Coverage
iMeta UserF riendly
Customer Satisfaction
iMeta Experienced
Quality Assurance
iMeta proven
Continual Risk Policy Enforcement

Your Data

Due to current regulation pressures, many financial firms are turning to external data vendors to improve their entity data quality and operations efficiencies. iMeta Client Lifecycle Management already has existing connections to some of the industry data utilities such as Omgeo ALERT and to data vendors such as Thomson Reuters Verified Entity Data as a Service, Dun & Bradstreet, LexisNexis Bridger Insight XG and Bureau Van Dijk Orbis. Our platform capabilities ensure that any data brought into the system from external providers or through user entry is fully recorded with provenance, and all data is run through the business rules to ensure quality and adherence to your policies.

We know that your data is key to driving your business strategy and growth. iMeta CLM’s data model is designed with an understanding of the domain in which it will operate. It can be configured to match your specific business model and contains legal entity focused information with task and audit data. Consequently, you will have access to a powerful, detailed data set that can be mined for the relevant information required to make insightful business decisions or to assess the impact of new regulations on your existing client base.

Your Business

You don’t want to re-engineer your business process to fit in with a software solution. Therefore, iMeta Client Lifecycle Management is designed as a flexible modular platform; where you can invest in the elements of the platform that solve your business needs. The platform can interface with a broad range of internal systems to plug in at the appropriate point, for receiving information and distributing your client data within the company. It can be provided as a pure integration layer tool to help you with your connectivity to internal or external data sources (iMeta Connectivity) or as a fully deployed end to end system. The configurable workflows can be designed to fit with your team structure and task flow; to ensure a seamless experience as your team’s transition onto the platform.

Working with you:

With data management, integration and implementation experience, we can work with you 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.

iMeta CLM – keeping both the regulators and your customers happy!

We’re Here to Help

We are happy to give you a demo, answer any questions and show you the full range of our capabilities.