Consolidate your incoming paper and electronic documents, including customer intake forms, checks, credit card payments, non-disclosure agreements, and finance documents, into a single platform.
With MetaSource’s customer onboarding automation solution, which is powered by our digital mailroom, you can simplify the way your organization validates and manages client information, processes payments, and, ultimately, onboards new clients.
Our solution has helped organizations accelerate the customer onboarding cycle by 60%. How? By eliminating 80% of the time and effort required to onboard customers and reducing data discrepancies.
With decades of experience in digital mailroom automation, MetaSource successfully transforms the way organizations onboard customers and helps those organizations achieve a variety of benefits:
MetaSource offers customer onboarding solutions for organizations in several industries, including but not limited to:
At MetaSource, we have over 30 years of intelligent document processing (IDP) experience, and protecting your customer information has always been and will always be a top priority. That’s why our processes meet SOC 2 Type 2, HIPAA, GDPR, and PCI DSS requirements. When you automate client onboarding with MetaSource, you gain a flexible platform to accommodate growth and protect customer information.