Innovative Managed Service for Client Onboarding

Due to increasing regulatory directives and awareness of the importance of CLM and AML, many firms still struggle with the challenges these critical business functions present.

To address this urgent requirement, Lysis and iMeta have formed a partnership to create a new one-stop shop Managed Service solution which supports firms’ entire on-boarding and Client Lifecycle Management (CLM) requirements. Drawing upon Lysis Operations’ in-depth client on-boarding and CLM, CIP, CDD and KYC expertise, and underpinned by iMeta’s leading CLM technology, we believe this new service delivers a streamlined, future-proof and cost-effective solution to meet all your regulatory requirements.

Benefits of our Managed Service:

  • Expert management of operational and regulatory processes
  • Continuous adaptation to ongoing regulatory change
  • Operational excellence with a proven technology platform
  • Full audit trail showing consistent application of policies
  • Effectively manages the remediation cycle • Delivers a positive client experience
  • Increased regulatory surety at a reduced cost

If you are interested in learning more, please email us at:

Our Managed Service Survey, Report and Briefing

Lysis and iMeta Technologies Ltd. are conducting a survey into the use of Managed Services by financial services firms. The survey results will inform a report to be published during October, when we will also be holding a briefing to discuss the results and feedback. If you are interested in taking part and/or receiving the report, please click below.

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Download the white paper on Operational & Technological Strategies to Streamline CLM and KYC Processes and Generate Eficiencies

Download white paper