MetaSource Business Process and Document Assurance ProgramProviding Back Office Clerical and Technology-based Outsourcing Solutions

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MetaSource Overview

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CompetenciesDomain ExpertiseProcess based back office, contact and content management solutions.

FocusProcess and Profit Improvement driven by customer objectives.

Industries and SegmentsHealthcare, Insurance, Financial Services, Retail, Business Services, Government and Manufacturing.

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

Company IntroductionHeadquartered in Bristol, PA

• Formed in 2007

• 700 Associates Worldwide

• 3,700 Clients

Two Operating Groups

• Business Process Outsourcing Solutions

• Content Management Solutions

Global Footprint

• 7 Domestic and International Operations

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

Production and Service Delivery

10 Billion Keystrokes and 200 Million Images

Captured Annually

200 Million Consumer Applications Processed

100 Million Financial Services Images

Hosted– 2 Billion in Enterprise

3,500 Software Installations

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Clientele

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Portfolio Breadth and Depth

Business Process Outsourcing

Mailroom and Fulfillment

Document and Film Scanning

Online/Offline Data Entry and OCR

Customer Service Processing

Electronic Delivery and Printing

Process Management Consulting

Contact Centers

Project and/or Program Based

Inbound/Outbound/Automated/Electronic

Verification/Customer Service Specialty

BPO Service Integration

Multi Channel

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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Process Workflow

Client

Client

Documents

Processing

Center

Sort and

Prep

Data Entry

ResourcesDomestic/Offshore

Scanning

OCR

Fax

Delivery

Mailroom

Production

Control

Electronic

Delivery

USPS Mail

Capture

Operation

External Third

Parties

Contact

Management

Resources

Inbound/OutboundWeb Services/FTP

Data/Images

Premise or

SaaS Content

Management

Solutions

Retrieval &

WorkflowRetrieval &

Workflow

Courier

Online Client

Database

Web Services/FTP

Data/Images

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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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Providing Process and Profit Improvements

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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