iMeta to participate in upcoming Client Onboarding Directors Forum 2020

This event has now passed.

iMeta Technologies is a trusted provider of Client Lifecycle Management technology for regulated institutions; delivering accelerated compliant customer journeys for global firms by providing a comprehensive end-to-end software platform for managing onboarding and the complex regulatory data, KYC and AML requirements.

iMeta is delighted to be a sponsor of the Client Onboarding Directors Forum for banks and financial institutions in London on 2-3 March 2020.

On the second day of the event, attendees will have the opportunity to attend a Client Lifecycle Management Case Study presentation at 9.35am on 3 March.

Attendees will discover how a well-implemented CLM strategy will promote rapid onboarding and best practice KYC, and will learn how to continuously monitor clients throughout their lifecycle to reduce risk and stay compliant.

The presentation will cover:

  • The strategies required when looking to review your CLM processes
  • The importance of good data, and how to ensure data from multiple sources is accurate and up-to-date
  • How automation and technology can improve efficiencies for onboarding, data management and KYC

The 2nd Annual Client Onboarding Directors Forum for Banks and Financial Institutions will take place on 2-3 March 2020 at Leonardo Royal Tower Bridge Hotel, 45 Prescot Street, London E1 8GP

For more information about this event, please visit: Client Onboarding Forum

At the event, iMeta will be on hand to showcase their purpose-built platform, designed to help regulated institutions accelerate compliant customer journeys, from onboarding to offboarding and everything in-between – providing the perfect fit for all global regulated institutions.

iMeta’s representatives will be on hand to answer any of your questions, so come and see us for an overview and demo of our capabilities.

To find out more please email: enquiries@imeta.co.uk or call + 44 (0)2380 762012.

About iMeta Technologies

Delivering successful projects for over 20 years, iMeta is a trusted provider of client lifecycle management solutions; providing accelerated, compliant customer journeys for global, regulated institutions and specialising in mastering data, automating processes and regulatory compliance.

iMeta helps firms to rapidly onboard customers, manage their KYC and AML, streamline their processes, and optimize their business opportunities.

By fully automating and managing the complex regulatory and operational data required to transact with their customers, iMeta delivers a central, up-to-date, single view of client and entity data across the organisation and enables firms to give their customers a fast and positive experience from day one.

More information and contact details can be accessed at www.imeta.com or follow us on Twitter @iMeta_UK

Press contact: Victoria Adams