Enhanced Efficiency
Reduce human errors and streamline tasks – from account opening to data management.
Is your financial services organization struggling to keep up with the influx of incoming documents, operate effectively from anywhere, and/or meet compliance requirements? With the right intelligent automation solutions, you can overcome these challenges and more.
Revolutionizing Financial Services with Automation
Within the competitive financial services industry, intelligent automation is essential for scaling operations and exceeding customer expectations. It integrates advanced technologies, such as artificial intelligence (AI), to streamline repetitive, time-consuming tasks and deliver a variety of benefits:
Reduced Costs
Lower operational costs by automating routine processes and reallocating resources to high-value functions.
Increased Customer Retention
Provide faster and more accurate services to customers, improving satisfaction levels.
Improved Regulatory Compliance
Better respond to market changes and meet regulatory requirements with easy, secure access to business documents.
Solutions Built to Optimize Processes for Financial Services Companies
Whether you work for a bank, investor, mortgage originator, credit union, brokerage firm, debt relief organization, tax resolution company, or another organization in the financial services industry, MetaSource has the digital transformation solutions you need to automate processes and overcome common obstacles:
Accounts Payable Automation
Eliminate manual tasks, reduce errors, and accelerate payment cycles with AI-powered invoice processing automation.
Digital Mailroom Solutions
Access your documents – from customer correspondence to new account forms to loan applications to statements – anywhere and expedite turn times as a result.
Workflow Automation Solutions
Replace manual, paper-based processes with streamlined, automated ones to improve productivity, data accuracy, and customer service.
Document Management Solutions
Get secure and instant access to your business documents, so you can easily meet regulatory compliance requirements.
Customer Onboarding Automation
Accelerate the account setup process by using advanced technologies to capture information, process documentation, and ensure a smooth, compliant onboarding experience.
Business Process Automation Solutions
Save time, money, and stress with solutions that reduce labor-intensive tasks, increase efficiency, and enable remote work.
We even offer reconciliation and auditing services for both servicers and lenders. With experience auditing automotive loans, lines of credit, and everything in between, we can help you ensure your customers’ loan agreements match the data in your database, so you can ensure compliance.
Streamline Debt Relief & Tax Resolution Processes with Business Process Automation
With MetaSource’s process automation platform, debt and tax settlement companies can easily streamline incoming client correspondence and documentation. This highly intelligent technology offloads tedious, manual tasks from your employees and gets the work done more accurately and efficiently. Here’s how it works:
1 Receipt
MetaSource securely receives client documents and all forms of incoming correspondence – both paper and email.
2 Conversion
Physical documents are sorted and scanned while digital files are converted into the proper format.
3 Capture
Client documents are quickly classified using advanced recognition technology and actionable data is automatically extracted and validated.
4 Delivery
Client documents are indexed and made easily accessible in your debt or tax platform and/or MetaSource’s secure cloud-based document management software.
5 Routing
With our digital mailroom solution, documents are scanned and electronically routed to the appropriate recipients in HR, legal, AP, and customer service.
The Benefits of Financial Services Automation
Several companies in the financial services sector turn to MetaSource for business process automation solutions that streamline their processes and offer several advantages, including:
- Easily handle large volumes of incoming documents
- Reduce cycle time by 60%
- Decrease resource and time allocation by 80%
- Eliminate data discrepancies
- Elevate your efficiency
- Improve customer service and response times
- Enable remote work
- Increase your bottom-line
MetaSource: Your Financial Services Digital Transformation Partner
It’s more important than ever to have solutions that enable remote work, eliminate manual tasks, and expedite processes. MetaSource has the innovative solutions your financial company needs to achieve all that and more.
We help financial services companies achieve their goals through solutions like digital mailroom and workflow automation. With over 30 years of experience, multiple certifications, and world-class partnerships, MetaSource is a SOC 2 Type 2 and HIPAA-certified business process outsourcing partner. With this third-party accreditation, you can rest assured your financial services company’s data is secure throughout every step of the process. Our solution customization enables us to tailor our offerings to meet your organization’s unique needs.
