- iMeta Recognised as Category Leader for KYC Solutions in Chartis RiskTech Quadrant®
- iMeta provides advanced vendor capabilities for customer lifecycle management, entity resolution, KYC risk scores, reporting & dashboarding
- iMeta’s CLM platform delivers end-to-end onboarding and Client Lifecycle Management
iMeta – an expert provider in onboarding and client lifecycle management software, today announces that it has been positioned as a ‘Category Leader’ in the Chartis RiskTech Quadrant® for KYC solutions, 2018.
Chartis, a provider of research and analysis on global markets for risk technology, uses a comprehensive methodology of in-depth research and a clear scoring system to analyse solutions. For its Chartis RiskTech Quadrant®, 22 vendors were evaluated for their “Completeness of Offering” and “Market Potential.”
Chartis outlines Category Leaders as those that “combine depth and breadth of functionality, technology and content with the required organizational characteristics to capture significant share in their market.” In addition to this, vendors are measured on “demonstrating a clear strategy for sustainable, profitable growth, matched with best-in-class solutions and the range and diversity of offerings, sector coverage and financial strength to absorb demand volatility in specific industry sectors or geographic regions."
iMeta was highly rated for many of its capabilities. In particular, iMeta was highly ranked for providing leading vendor capabilities for ‘entity resolution’, ‘reporting & dashboarding’, ‘KYC risk scores’ and ‘customer lifecycle management.’
Ben Marsh, iMeta CEO commented, “We are thrilled to have been recognised as a Category Leader. iMeta’s CLM platform has been designed to offer a complete solution for onboarding and managing client and entity data. The fact that we have been recognised with high capability scores across many key areas is a testament to the vision and commitment of our team to solving the complex data management and regulatory problems faced by our customers.”
As a complete end-to-end onboarding and client lifecycle management solution, iMeta is 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.
