Metasource

MetaSource operates as a provider of digital transformation solutions, with a focus on Business Process Outsourcing (BPO) and Business Process Management (BPM). The company was established in 2007 through the merger of two business process outsourcing firms, Mackin Imaging Systems and Data Services Direct. This history has contributed to its more than 30 years of combined experience in the field.

The company's business model is centered on delivering a combination of software, services, and expertise to create customized solutions that help clients manage risk and improve efficiency. It serves a diverse client base across numerous industries, including financial services, mortgage, government, healthcare, insurance, retail, and transportation. MetaSource generates revenue by providing these tech-enabled BPO and BPM solutions, helping organizations streamline operations and achieve growth.

Core services include workflow automation, enterprise content management (ECM), document scanning, digital mailrooms, and accounts payable automation. For example, its digital mailroom service transforms paper-based mail into a digital format, while its mortgage solutions offer QC auditing and lien release services to ensure compliance and profitability. The company has a significant operational footprint, with eight U.S. production centers and strategic relationships with service providers in India. The current CEO is Adam Östhed, who has led the company through several ownership transitions, including acquisitions by Longshore Capital Partners in 2020 and a majority recapitalization led by Eos Partners in 2022.

Keywords: Business Process Outsourcing, BPO, digital transformation, Business Process Management, BPM, Enterprise Content Management, ECM, workflow automation, document scanning, digital mailroom, AP automation, compliance services, mortgage QC auditing, lien release services, data capture, financial services solutions, government process modernization, healthcare information management, insurance process automation, transportation logistics services