FinTech Global recently conducted an interview with RegTech firm iMeta Technologies to find how financial firms can realise their business case and avoid the pitfalls with their CLM programme.
Founded in 2000, iMeta CLM is an end to end on-boarding & client lifecycle data management platform capable of automating the comprehensive regulatory & operational processes when onboarding and managing the clients and entities of capital market organisations.
The company’s CLM platform enables firms to accelerate their client onboarding, and includes connectivity to industry data and documentation sources, account and SSI management, legal entity data management, regulatory support across KYC, AML, FATCA, CRS, DFA and EMIR, a configurable data model with flexible workflow and rules, and an integration layer enabling straight-through processing to downstream systems.
During this interview, FinTech Global and iMeta covered:
- What iMeta did over the course of 2022
- How companies can best avoid the pitfalls and realise their business case
- The long-term challenges posed by RegTech implementations
- Examples of how some implementations differ; and
- How iMeta has evolved as a company over the last few years
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A previous whitepaper by iMeta underlined three vital pillars of the customer experience journey in financial services.
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