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MetaSource Document Management Software & Workflow Automation Solutions

8


Locations

1,000+


Associates

4,700+


Clients

120+


Current BPO Engagements


Contact Center & Customer Experience (CX) Services

Customer Experience (CX) & Contact Center Services

Our contact center group provides world class contact center services using state-of-the-art technology and best-in-class processes with a mantra of exceeding expectations and delighting our customers.

From our client services group to our operations leaders, and especially our front line agents, we recognize the value in delivering on our promises. We see our clients as partners and their customers as our customers.

Our consultative approach regularly leads to innovation and cost savings for our clients, and is what true collaboration and partnership is all about.

You will achieve new levels of satisfaction and do so as cost effectively as possible with our call center services. Our multi-channel cloud platform allows for interaction via phone, email, fax, chat, and social media. Additionally, our service offering is flexible and nimble enough to integrate any of our other business process outsourcing (BPO) services as part of an overall solution, including mailroom, secure lockbox and payment processing, document scanning, data entry, and large item imaging to name a few.

Inbound Services

  • Customer Care
  • Special Handling and Fraud Review
  • Order Fulfillment
  • Sales
  • Lead Qualification
  • Enrollment Services

Outbound Services

  • Sales
  • Lead Generation
  • Lead Qualification
  • Secret Shopping
  • Loan Verification
  • Member Outreach / CSAT
  • Lead Remarketing

While the implementation of our solutions can vary, it's MetaSource's expertise and experience that can expand your capabilities. From capturing an application, handling of trailing documents and correspondence for short-term financing to handling of applications and correspondence for retail loyalty cards.

Industries Served

Our call center clients include:

  • Credit Card Companies
  • Airlines
  • Microfinancing Companies
  • Financial Services
  • Mortgage
  • Retailers

"We can always count on MetaSource to step up when we need them most. MetaSource is a key component to the overall makeup of our customer service team, but recently our location experienced a power outage. We transferred all volume to MetaSource and our service levels never dipped. It's because of their dedication to excellence that I had no hesitation and would do it again!" - Financial Services Client



Contact us to learn more about our Customer Experience & Contact Center Services

Services

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Whitepaper: Leveraging Better Data & Process Management for Success In Mortgage Servicing Transfers

Regulatory risk around servicing transfers continues to be a hurdle for enticing investors to engage in the market. This is largely dependent upon lenders’ ability to ensure the quality of the assets being traded. The best strategy for taking the risk out of servicing transfers from a regulatory standpoint and verifying the soundness of underlying assets is through enhanced data and process management.