Ben Marsh to present, ‘How a data centric CLM platform can help achieve frictionless on-boarding via digital channels,’ in Vienna

Ben Marsh to present, ‘How a data centric CLM platform can help achieve frictionless on-boarding via digital channels,’ at Customer Onboarding and Identity Verification Conference in Vienna.

London, UK (December, 2017)


Ben Marsh, CEO of iMeta Technologies Ltd., a leader in On-boarding 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 with the audience; presenting, ‘How a data centric CLM platform can help achieve frictionless on-boarding via digital channels.’


TBM Evolution Group’s Customer Onboarding and Identity Verification Conference, Vienna, which will be held on Monday 11th December – Tuesday 12th  December 2017.

The speaker presentation will take place on Monday 11th December at 11.15 am.


Leonardo Hotel Vienna, Matrosengasse 6-8, 06. Mariahilf, 1060 Vienna, Austria

For more information about this event, please visit:


Ben Marsh will be presenting, ‘How a data centric CLM platform can help achieve frictionless onboarding via digital channels.’

He will discuss how digital channels can offer the opportunity to enhance customer experience through convenience, greater transparency and reduced on-boarding times; whilst at the same time offering financial institutions faster time to revenue and significant cost savings by reducing operational overheads. Many digital projects risk not fully realising this potential by not effectively joining up the necessary data, systems and operational processes; this is especially true when dealing with more complex client types. iMeta discusses how a data centric client lifecycle management platform can be leveraged to effectively join up the digital experience with the data and operational process necessary to achieve a frictionless client on-boarding process.

At the event, iMeta will also be showcasing their iMeta CLM software platform; a complete end to end on-boarding and client lifecycle management solution, capable of handling the regulatory and operational data requirements of financial institutions. Designed to be modular and configurable, so it can evolve with a firm’s changing business needs, it supports regulations covering AML/KYC, MiFIDII classifications, OTC requirements for Dodd Frank and EMIR, taxation requirements such as FATCA & CRS, and operational data such as Accounts and SSIs. With integrations to common providers for entity data and screening, iMeta CLM delivers a single source of clean consolidated data across the enterprise.

iMeta’s comprehensive client data management solution delivers many benefits:

  • A superior client experience with ongoing satisfaction
  • Faster time to revenue with improved upsell opportunities
  • Ability to track adherence to policies and provide auditable proof of processes and decisions
  • Increased efficiencies, enhanced operational control with less manual work and reduced costs
  • Data management architecture on a single platform with upstream and downstream connectivity
  • Automated data quality management
  • A highly regarded reputation delivering new sales
  • Know your customer, anti-money laundering and regulatory surety delivered

iMeta’s representatives will be on hand to answer any of your questions and to demonstrate the iMeta platform.

If you are at the event, then why not enter our ‘On-boarding Free Prize Draw’, for the chance to win £250 of Virgin Experience Days Vouchers or a Skross EVO USB world adapter (10 to be won). Simply visit the iMeta stand and pick up one of our Prize Draw ‘boarding passes’.

To find out more, or if you wish to chat with a member of the team, please email: or call + 44 (0)2380 762012.

About iMeta Technologies Ltd.

Founded in 2000, 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