Ben Marsh in Panel Discussion; ‘Developing Global Client Reference Data Hub’ at Client Onboarding Conference London

Southampton, UK (March 22, 2017)

Ben Marsh, CEO of iMeta Technologies Ltd., a leader in Onboarding and Client Lifecycle Management technology for financial institutions; providing a comprehensive end to end solution for managing the on-boarding and complex regulatory data requirements for capital market organisations through its iMeta CLM platform.

Will share his expertise on a panel with Nouamane Cherkaoul from Societe Generale and Tina Freund from PWC, to discuss; ‘Developing a global client reference data hub.’

TBM’s Global Client Onboarding and Data Management Conference, London which will be held on Thursday 30th March – Friday 31st March 2017.
The panel discussion will take place on Thursday 30th March at 16.30 pm.

Melia White House Hotel, Albany Street, London NW1 3UP
For more information about this event, please visit:

Ben Marsh will join a panel of industry thought leaders to discuss to what extent we can leverage and re-use data to improve client onboarding, and how to capture and validate data for KYC to remain compliant.

At the event, iMeta will also be showcasing their iMeta CLM software platform; a complete end to end onboarding and client lifecycle management solution, capable of handling the regulatory and operational data requirements of financial institutions.

iMeta’s capability across workflow management, data and rules provides:
• A streamlined and transparent onboarding process
• Configurable policies for KYC and additional regulations
• Flexibility to adapt rapidly to regulatory change
• In-house control over system configuration across data model, workflow & business rules
• Auditable proof of process and decisions
• Integration readiness for connectivity to internal applications
• Connectivity to industry data sources for KYC, Entity and SSI data
• Repositories for Client and SSI data

With a highly flexible data model, workflow and business rules engine that can be configured in-house, the system is able to comply with existing KYC and recent regulatory demands such as MiFIDII, DFA, and EMIR etc. By implementing iMeta CLM, firms will realise greater efficiencies, save time, reduce costs and improve customer relationships.

iMeta’s representatives will be on hand to discuss and demonstrate iMeta CLM. If you would like to find out more about our technology, or wish to meet with a member of the team, please email:

About iMeta Technologies Ltd.
Founded in 2000 and based in Southampton, UK, iMeta is a leading provider of Client Data Management software and services; delivering solutions to institutional brokers, dealers and wholesale banks. More information and contact details can be accessed at or follow us on Twitter @iMeta_UK
Press contact: Victoria Adams