MetaSource is a business process outsourcing company with 700 associates worldwide that provides back office and technology outsourcing solutions. It has two operating groups for business process outsourcing solutions and content management solutions. MetaSource has global operations across North America, China, and India, with standardized and redundant platforms. It processes over 10 billion keystrokes and images annually for over 3,500 clients across industries like healthcare, insurance, financial services, and more.

1. MetaSource Business Process and
Document Assurance Program
Providing Back Office Clerical and Technology-based Outsourcing Solutions

2. MetaSource Overview
Company Introduction Competencies
Headquartered in Bristol, PA Domain Expertise
Process based back office, contact and content
• Formed in 2007 management solutions.
• 700 Associates Worldwide
• 3,700 Clients Focus
Process and Profit Improvement driven by
Two Operating Groups
customer objectives.
• Business Process Outsourcing Solutions
Industries and Segments
• Content Management Solutions Healthcare, Insurance, Financial Services, Retail,
Global Footprint Business Services, Government and
Manufacturing.
• 7 Domestic and International Operations
Best Practices
• Integrated Solutions Portfolio
• Experienced in large scale and complex client
engagements
• Continuous Improvement and Quarterly Business
Reviews
• 24 hour, Full Service Technical and Customer Support
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3. Production and Service Delivery
Business Units
 Global and Domestic Operations
 North America - Philadelphia, Salt
Lake, Phoenix, Toronto, and Tijuana, Mexico
 International – China and India
 Risk and Security Management - 3rd Party Certifications
 Standardized and redundant operating platforms/locations
 Technology, quality and best practice enabled infrastructure
 Tenured supervisory and production personnel
Key Performance Metrics
10 Billion Keystrokes 100 Million Financial
200 Million Consumer Services Images 3,500 Software
and 200 Million Images Applications Processed
Captured Annually Hosted– 2 Billion in Installations
Enterprise
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4. Clientele
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5. Portfolio Breadth and Depth
Business Process Outsourcing Contact Centers
 Mailroom and Fulfillment  Project and/or Program Based
 Document and Film Scanning  Inbound/Outbound/Automated/Electronic
 Online/Offline Data Entry and OCR  Verification/Customer Service Specialty
 Customer Service Processing  BPO Service Integration
 Electronic Delivery and Printing  Multi Channel
 Process Management Consulting  Training and Retention Excellence
Content Management
 Consulting and System Design
 Software - Premise and SaaS Based
 Robust Application Library
 Professional Services
 Hardware, Maintenance and Technical Support
 Strategic Engagement with EMC
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6. Process Workflow
Sort and Scanning
Prep OCR
Mailroom
Production
Courier Control
USPS Mail
Data Entry
Resources
Fax
Domestic/Offshore
Delivery Electronic
Delivery
Processing
Capture
Center
Operation
Contact
Management
Resources
Inbound/Outbound
Web Services/FTP
Web Services/FTP
Client Data/Images
Data/Images
Documents
Online Client
Premise or Database
Retrieval & SaaS Content
Management Retrieval &
Workflow Workflow
Solutions
External Third
Client Parties
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7. Portfolio Breadth and Depth
BPO Solutions Experience
 Mailroom and outsourced claims capture and processing for leading workers compensation
provider and diversified financial services company.
 Developed and maintain content management and workflow system for national financial
services company managing “high worth” insurance and annuity client portfolios.
 Launching Medical Banking Service for US Financial Market in Support of Healthcare
Segment
 Branded Credit Card application capture, correspondence handling and document hosting
for international banking leader.
 POS loan application capture and correspondence handling for Top 5 US Banking Company
 Loan Verification program management for national installment lender providing over 100
agents servicing on-line applications with multi channel support.
 Customer loyalty enrollment launch and day forward management for leading US retailer
leveraging multiple electronic and information based capture solutions across a 2000 store
nationwide enterprise.
 Single source Modal Assurance Program for Top 5 US Trucking firm managing all aspects of
content management including services facilitating driver retention, billing and customer
service
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8. Providing Process and Profit Improvements
Contact Information:
Russell Thomas | Senior Director, Business Development
55 Cedar Lake Rd, Denville, NJ 07834
office 973 400 9055 | mobile 973 714 2606 | fax 862 209 4754
www.metasource.com
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