Case studies

Case studies

Customer stories

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NOW TV transformed to 97% digital CX through their strategic partnership with Firstsource

Adrian Heesom, Director of Operations at NOW

Transforming a KPI-driven offshore engagement into a deeply collaborative, culturally aligned partnership that delivered 97% digital customer service and built a truly integrated global team.

Media
ETS launched a Global Capability Center in India in just 3 months with Firstsource

Dennis Stetzel, SVP of Operations at ETS

From evaluation to execution: a trusted, high-impact partnership that launched a fully functional Global Capability Center in India in just three months.

EdTech
Planet Home Lending achieved 99.8% accuracy in document management and exception resolution with Firstsource

Michelle Krause, SVP of OST Closing at Planet Home Lending

Leveraging deep domain expertise and problem-solving mindset to deliver 99.8% accuracy in document management and exception resolution.

Banking and Financial Services
GHX and Firstsource revolutionized healthcare operations through 17 years of trusted partnership

Chrystie Leonard, Chief Customer Experience Officer at GHX

17 years of shared values and true partnership — helping GHX scale and evolve through technology.

Technology
Samuel Merritt University reimagined their partnership model for digital transformation through Firstsource's UnBPO™

Dave Lawlor, Executive VP and Treasurer at Samuel Merritt University

Establishing Samuel Merritt University's marketing function, driving digital transformation, and cultivating a culture of experimentation, trust, and AI readiness via UnBPO.

EdTech
Truckstop improved their operational efficiency by 10x with Firstsource

Garth Dixon, Director of Transportation Data Operations at Truckstop

Turning data into insights that power smarter, more efficient operations for Truckstop.

Technology
ETS accelerated global expansion through their first Global Capability Center setup with Firstsource using AI and innovation

Gautam Galvankar, AVP of Enterprise Operations Shared Services at ETS

Cementing a trusted partnership by setting up the first Global Capability Center for ETS, and co-driving their global expansion journey.

EdTech
Montage Health boosted medical collections by 35% with Firstsource

Geneva Stewart, Director of Revenue Cycle at Montage Health

A 35% increase in medical collections for Montage Health — powered by responsive, collaborative partnership.

Healthcare Provider
CareSource scaled Medicaid operations to process 2M+ claims monthly with Firstsource

Holly Hans, Claims Vice President at CareSource

Bringing strategic clarity and deep industry perspective to CareSource — helping shape priorities, guide decisions, and power what's next.

Health Plans

Case studies

Energy supplier achieves 42% reduction in poor customer scores

Energy supplier achieves 42% reduction in poor customer scores

Energy and Utilities
March 7, 2025
Energy retailer increases sales compliance from 50% to 97%

Energy retailer increases sales compliance from 50% to 97%

Energy and Utilities
March 7, 2025
UK energy provider improves smart meter connect rates by 30%

UK energy provider improves smart meter connect rates by 30%

Energy and Utilities
March 7, 2025
Energy supplier increases customer win-back success rates by 60%

Energy supplier increases customer win-back success rates by 60%

Energy and Utilities
March 7, 2025
Global energy company achieves 99% adherence and 25% cost savings

Global energy company achieves 99% adherence and 25% cost savings

Energy and Utilities
March 7, 2025
Residential energy supplier doubles outbound sales lead conversion

Residential energy supplier doubles outbound sales lead conversion

Energy and Utilities
March 4, 2025
Saving a US debt buyer $5M using a global outsourcing model

Saving a US debt buyer $5M using a global outsourcing model

Banking and Financial Services
March 1, 2025
Penetration testing using GenAI enhances platform safety and trust for an online marketplace for short and long-term homestays and experiences

Penetration testing using GenAI enhances platform safety and trust for an online marketplace for short and long-term homestays and experiences

Technology
February 18, 2025
Specialist bank handles complex complaints-handling reinvestigation under regulatory jurisdiction

Specialist bank handles complex complaints-handling reinvestigation under regulatory jurisdiction

Banking and Financial Services
February 5, 2025