Investec Bank to use iMeta for client data management

Investec Bank has selected iMeta’s client lifecycle management (CLM) platform to help with the automation and streamlining of data management processes. The platform consists of know your customer (KYC) support; credit and legal help (such as with MiFID II); and standing settlement instruction (SSI) for data management processes to provide a centralised hub of reference […]

Improving data governance and ensuring data ownership

New regulations requiring financial institutions to increase the amount of data fields they have on their customer records and swingeing fines imposed when processes and data are found to be inadequate have triggered an increased focus on data governance.