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“Thank you for going the extra mile prior to the installation! This preparation lead to a very smooth upgrade process and left the client very pleased with the final result… The upgrade, initially estimated as a two-day process, was completed in one day, reducing the cost and providing a great value for the client.”
– William Ozuk Chief Operation Officer

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Financial

Company: One of the nation's largest providers of business credit cards to small businesses.

Dilemma: Looking to partner with a company that could provide a comprehensive solution that includes an imaging solution and data capture services.

Solution: After an extensive investigation, MetaSource was chosen as their partner for imaging and data capture of their credit card applications. MetaSource delivered by providing:

  • Offshore data capture for a wide variety of credit card applications.
  • Turnaround time of less than 16 hours from receipt of mail to output of images and data.
  • An ongoing process and technological enhancements.
  • Detailed daily reports on campaigns for better forecasting and improved solicitation tactics.
  • The capability to capture more than 175 different form types and the ability to add new form types within an hour of being provided a sample and specifications.
  • High quality data entry with an average accuracy of 99.89%.
  • Processing of correspondence, returned mail, and do not solicit mail
  • An imaging solution that allows the client to quickly and efficiently match keyed work to the image it corresponds to

Outcome: Today, MetaSource captures information from hundreds of thousands of credit card applications each year. The partnership allows the financial institution to provide their clients with minimal processing time and increasing customer satisfaction.


Company: A company that provides data capture of credit card applications for its multiple bank clients and partnered with MetaSource to accomplish the data entry activities.

Dilemma: The organization was looking for a partner with exceptional technological and data capture knowledge, a commitment to ongoing operational refinement, and a willingness to partner unconventionally.

Solution: MetaSource has delivered this with:

  • Rapid pace from development to production
  • Migration from client’s legacy DOS environment to Windows-based data capture platform
  • Technology sharing with a competing vendor to maintain consistency of data among multiple separate facilities
  • Secured facility for data capture process meeting financial industry requirements
  • Ongoing process enhancements including OCR, bar code reading, and form recognition
  • Aiding the client to implement their own production facility in the Philippines

Outcome: Today, MetaSource captures credit card information for more than 9,000,000 credit cards for the organization. The partnership allows them to provide complete redundancy while maintaining cutting-edge technology and data consistency between sites.

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