Relationship Visualisation Manager

Many firms struggle to obtain a single view of their customers and the roles and relationships performed by all their internal and external entities. To support this requirement iMeta has extended its Legal Entity Manager (LEM) capability to include Relationship Visualisation Manager (RVM).

iMeta RVM is a unique solution which completely transforms a financial firm’s ability to manage their complex 3rd party relationships and how these relate to their internal entities; improving overall customer service and new business development capabilities. Created as a direct response to growing user demand for better transparency on a firm’s clients and the different trading relationships they have with them, iMeta RVM improves risk and operational maintenance across the enterprise. The visualisation layer means all firms can now consolidate and view multiple customer relationship data sources, which typically reside within enterprise level and/or local silos, across disparate systems and geographies. iMeta RVM is available as part of the iMeta Client Lifecycle Management solution (CLM) or as a standalone solution.

For the first time firms can obtain a detailed view of the make-up of each business relationship. iMeta RVM accurately maps each client scenario; providing links by department, branch, agent account or sub-account with the products they are trading with every counterpart or client. It also incorporates relationships with external organisations, and holds multiple internal and external identifiers; allowing mapping of global firm’s reference IDs to LEI’s for example. As well as being an integral part of the iMeta CLM offering, iMeta RVM is system agnostic and can be easily integrated with any existing client lifecycle management implementation being used for data origination. This unique capability enables users to very quickly achieve an end-to-end overview of all client relationships across the entire enterprise; so business decisions can be made based on complete, validated customer data, irrespective of the source or jurisdiction.