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“I would like to personally thank Marc in your technical support group for helping my company work though some very major issues… Please pass many thanks to Marc and his staff for saving the day.”
– Michael L Morris SEI Investments, Inc.

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Company: The leading processor of private label credit cards in the world. Many of their clients also ask them to process their direct mail orders. MetaSource processes 3,000,000 records per year for them.

Dilemma: Significant resources had been invested in an in-house scanning and data capture operation. In MetaSource, they found a partner that would key the work remotely onto their system.

Solution: Important to this non-traditional arrangement is:

  • They trusted MetaSource to manage their staff effectively
  • They counted on MetaSource to suggest process improvements to be implemented by them
  • They receives superior data entry quality despite the absence of MetaSource’s production systems- even greater than they had produced internally.

Outcome: Today, MetaSource has reduced their costs and dramatically increases its service levels to their clients. They have been able to grow the data capture portion of their business with limited growth in their own headcount.


Company: A marketing company that manages rebate programs for other well known national and regional companies. They provide both customer service and fulfillment services.

Dilemma: The rebates that are processed are for their clients, so they were willing to make an investment to capture the best information on each one of them. MetaSource was chosen as their data entry vendor due to the processes and services that MetaSource could offer.

Solution: A few examples of the innovations MetaSource introduced are:

  • MetaSource created a unique process of keying directly into their web based system, allowing them to have complete control over the data
  • MetaSource is able to process work for all of their clients

Outcome: The rebate program has been hugely successful because of the way that we are processing their work. MetaSource processed more than 1,400,000 rebates in the first year.

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