Underserved: Verification and Customer Service

Underserved: Verification and Customer Service

Partnership Programs that Strengthen Customer Service and Help Minimize Default Risk for Underserved Solutions

The underbanked and underserved in the United States has exceeded 60 million people and is growing. Financial services companies of all types are developing and bringing to market innovative lending solutions that help this segment address their financial needs. It is important for these alternative lenders to not only keep an eye on regulatory or risk related issues but also to focus on the long term care and loyalty retention of their customer base.

MetaSource's Backoffice Programs Deliver Results to Underserved Solutions Providers

MetaSource is a national Business Process Outsourcer (BPO) that focuses on clerical based BackOffice and contact management solutions. Our clients in this ”Underbanked” space typically are starting a program, looking to upgrade an existing service or growing to the point they cannot keep up with labor deployment, customer demand or service satisfaction.

MetaSource's Verification and Customer Relations service platform delivers customized inbound/outbound programs that are flexible and tailored to your company’s marketing and/or service campaign. Our “hands-on” service approach helps clients reduce costs, strengthen brand and customer loyalty, and keep the “right customers” coming back.
 

Benefits of MetaSource's Underserved Customer Service Program:

  • Intimate understanding of the Underbanked marketplace and customer profile
  • High volume operational and multi-channel experience
  • Accelerated program launch capability of 7-14 days
  • Robust agent recruiting/on-boarding capacity
  • Customized program training and quality assurance processes resulting in:
    • Improved agent performance and retention
    • Enriched client experience
    • Minimized default risk
    • Increased customer loyalty and reduced acquisition costs
    • Continous improvement and program flexibility
  • Telephony platform with integration to Client Host and Partner URL’s
  • Client specific and performance based reporting and measurement
  • Variable vs. Fixed Fee Structure
  • PCI I and SAS 70 II Certified with redundant and scalable operations – around the clock coverage
  • Leveraged BPO Best Practices for clerical and backoffice client requirements 

Underserved Solutions and Programs

  • Inbound/Outbound based Loan Verification and Customer Service
  • Inbound Client FAX/Email processing to support application/order processing, verification and customer
  • Outbound sales and new program promotion
  • Automated messaging and connect
  • Loan and order processing by phone
  • Check and transaction processing by phone
  • Fraud research and reporting
  • Customer and database updating
  • Process Management Consulting

For more information please contact:

Doug Giovanni | Vice President of Sales & Marketing
office 949-709-2196 | mobile 801-513-4154
dgiovanni@metasource.com
 

Bill Jones | Vice President of Strategic Initiatives
Office: 215-788-8885 ext: 6391 | mobile 267-987-7676
bjones@metasource.com