Faster learner outcomes start with back-office ops that never slow you down

Learner application intake, course ops support, content review, and FERPA-compliant data operations with 80% faster query resolution.
Faster learner outcomes start with back-office ops that never slow you down
Firstsource CX strategy deliverable was super comprehensive and thorough, one of the best I have seen.
Dennis Stetzel
SVP of Operations at ETS
WHY THIS MATTERS

The forces straining edtech back-office operations

Enrollment volume, content supply chain complexity, and FERPA compliance requirements are making edtech back-office one of the most demanding and fastest-growing operational challenges in digital education.
AI EXECUTION GAP
AI EXECUTION GAP

95%

of GenAI pilot programs fail to produce measurable financial impact in edtech, where learner enrollment and course ops need to scale without proportional cost growth, a failed AI program has direct impact on margin and learner experience.
MANUAL PROCESSING DRAG
MANUAL PROCESSING DRAG

$28,500

per employee annually. In edtech learner application processing, enrollment document handling, and course content operations are still running on manual workflows that compound with enrollment growth.
AGENTIC INFLECTION
AGENTIC INFLECTION

40%

of enterprise applications will embed task-specific AI agents by end of 2026: learner query resolution, enrollment processing, and course ops support are among the highest-volume entry points in edtech back-office.
PROVEN OUTCOMES

Edtech back-office outcomes from live operations

Real proof from online learning providers and testing organizations, where agentic AI is live and learner outcomes are delivered.

80%

faster query resolution

Agentic AI deployed for a global education and talent solutions provider: exam rescheduling, payment processing, and enrollment queries handled autonomously, 80% faster than the manual workflow.

20%

CSAT improvement

Resolution times compressed and feedback loop rebuilt for a leading US edtech provider. CSAT improved 20 points and was sustained across the engagement.

FERPA

compliant learner data operations

FERPA-compliant learner application intake, course ops data, and institutional data operations: compliance embedded in the workflow, not added at audit time.

300M+

pages processed in production

Our Digital Intake platform processes 300M+ pages across healthcare and BFS, adapted for learner applications, enrollment forms, and course content at edtech scale.
CLIENT SPOTLIGHT

Delivered 80% faster query resolution for a global education provider

How a productized multi-agent workflow handled exam rescheduling, payment processing, and enrollment queries autonomously without a human in the loop.
A global education and talent solutions provider was managing high volumes of student support queries: exam rescheduling, payment processing, enrollment updates with a manual workflow that could not scale with demand. Resolution times were slow and advisor capacity was a constant constraint.

Firstsource deployed a productized multi-agent collaboration model with autonomous agents handling exam rescheduling and automated payment processing end-to-end. Query turnaround improved by 80%. Students received faster resolution. Advisor capacity was freed for the complex, empathy-requiring interactions that genuinely needed a human.
Delivered 80% faster query resolution for a global education provider

80%

faster query resolution
WHAT WE RUN

Learner intake, content operations, and FERPA-compliant data operations

We support every edtech back-office function, from learner application intake through FERPA-compliant data operations, with agentic AI running in production.
LEARNER APPLICATION INTAKE
LEARNER APPLICATION INTAKE

Every format, FERPA-compliant

We capture, classify, and route learner application documents — physical, digital, and portal submissions — with FERPA-compliant handling. Enrollment, financial aid, and assessment records are unified at intake.
COURSE OPS SUPPORT
COURSE OPS SUPPORT

Scheduling, enrollment, and content management

We support course scheduling, enrollment processing, and course content management, with AI-native workflows handling high-volume routine work and specialists managing exceptions.
CONTENT REVIEW AND MODERATION
CONTENT REVIEW AND MODERATION

At scale, with quality built in

We provide educational content review, moderation, and quality assurance for online learning providers building and maintaining large-scale course libraries, with accuracy and consistency across every review.
FERPA-COMPLIANT DATA OPERATIONS
FERPA-COMPLIANT DATA OPERATIONS

Learner data handled right, always

We provide learner data annotation, validation, and quality assurance, with FERPA compliance embedded in every data operation from intake classification through downstream delivery.
AGENTIC QUERY RESOLUTION
AGENTIC QUERY RESOLUTION

80% faster, live in production

We use multi-agent workflows for exam rescheduling, payment processing, and enrollment queries, delivering autonomous end-to-end resolution for routine cases with human escalation for complex ones.
ASSESSMENT AND TESTING OPERATIONS
ASSESSMENT AND TESTING OPERATIONS

Global testing operations

We support assessment document processing, score reporting, credential verification, and test operations, with the accuracy and compliance standards required when a learner's credential depends on every step.
PROOF OF DELIVERY

Running in production — not in a deck

Live outcomes from real operations. Not controlled pilots, not benchmarks.

80%

faster query resolution

A multi-agent workflow handled exam rescheduling, payment processing, and enrollment queries autonomously for a leading education provider.

20%

CSAT improvement

Resolution times compressed, feedback loop rebuilt. Leading US edtech provider. Sustained across the engagement.

FERPA

compliant by design

Resolution times were reduced and the feedback loop was rebuilt for a leading US edtech provider. The improvement was sustained throughout the engagement.
TRUST & COMPLIANCE

Compliance built in from the first document

Every IBO engagement is architected inside the relevant regulatory framework from day one.

Regulatory frameworks

DPA 2018
DPA 2018
WCAG accessibility standards
WCAG accessibility standards
FERPA (US)
FERPA (US)
COPPA (US)
COPPA (US)
CCPA
CCPA
GDPR (UK / EU)
GDPR (UK / EU)

Certifications

HITRUST CSF
SOC 2 Type II
ISO 27001
ISO 22301 BCMS
PCI DSS V3.2
 SSAE 18 (SOC 1 Type II)
INSIGHTS

Latest from the Firstsource team

Insights from the field, real operations, real outcomes, and perspectives from the people making it work in live operations.
From investigation to implementation: Why multiple representation has changed the motor finance redress equation
BLog

From investigation to implementation: Why multiple representation has changed the motor finance redress equation

Understand how multiple representation by claims management companies is changing the motor finance redress equation and what lenders must do now.
How motor finance leaders can navigate the £8bn redress challenge
BLog

How motor finance leaders can navigate the £8bn redress challenge

Motor finance leaders must act now. A practical guide to navigating the £8bn FCA redress challenge with speed, compliance, and operational precision.
Smart meters, stronger oversight: What the water sector shake-up means for customer operations
BLog

Smart meters, stronger oversight: What the water sector shake-up means for customer operations

What the water sector's regulatory shake-up means for customer operations, smart meter rollout, and the future of utility service delivery in the UK.
Building a strong foundation for growth: how a leading dental plan transformed operations with strategic partnership
Case Study

Building a strong foundation for growth: how a leading dental plan transformed operations with strategic partnership

Discover how a leading dental plan partnered with Firstsource to transform operations, reduce costs, improve CSAT, and enable scalable growth through AI and a hybrid delivery model.
$12M+ revenue unlocked and 800K charts cleared for a leading U.S. health system
Case Study

$12M+ revenue unlocked and 800K charts cleared for a leading U.S. health system

Learn how AI-powered autonomous coding helped clear 800K chart backlog, unlock $12M+ revenue, reduce denials, and restore coding turnaround for a leading U.S. health system.
Achieving a ∼99% first pass ratio and $1.9M cost reduction through AI-enabled radiology RCM
Case Study

Achieving a ∼99% first pass ratio and $1.9M cost reduction through AI-enabled radiology RCM

Learn how AI-enabled radiology RCM helped a leading U.S. billing company achieve a 99% first pass ratio, reduce cost-to-collect by $1.9M, and scale operations efficiently.
Contact Us

Enrollment volume is growing. Your back-office may not be built for it.

Diagnosed from your actual enrollment and course ops data — not a generic EdTech operations audit.
  • Diagnosed by operators running EdTech back-office — not advisors reviewing your learner dropout rate.
  • FERPA-compliant operations deployed in weeks — domain knowledge already loaded.
  • Priced on enrollment processing quality and resolution speed, not the headcount it takes.