Underbanked Verification and Customer Service

Underbanked Verification and Customer Service

Reduce Staffing Costs, Increase Scalability and Launch New Lending Programs Fast!

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 BPO Expertise Drives Innovation that Creates Value for its Clients and their Customers

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.
 

Solutions that Personalize Every Customer Touch:

  • Inbound/Outbound Verification and Customer Service 
  • Fax, email and mail correspondence processing 
  • Loan by phone expertise 
  • Check, credit card, and transaction processing 
  • Outbound telesales and program promotion 
  • Broadcast voice and email messaging 
  • Fraud research and reporting 
  • Database updating - email, address and phone number repair/append 
  • Paper and electronic mailroom 
  • Marketing and notification print and mailing 
  • Loan File and Correspondence Hosting

Sustain Growth, Make Every Customer a Profitable Relationship

  • 20 Years of complex, large scale Financial Services experience
  • Robust staffing model that reduces client overhead and labor management
  • Rapid program scalability that requires minimal investment and cost of entry
  • Agile implementation and Campaign Rollout
  • Customizable solutions delivery – Marketing and Operations Expertise
  • Calibration/KPI reporting that keeps you informed on the health of your portfolios
  • Strong agent, quality and product training infrastructure
  • Industry Experienced Account and Relationship Management
  • Domestic and Global Operations – redundant, PCI and SAS 70 certified

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