Reliable & Cost-Effective Business Process Outsourcing

Powered by Automation & Managed Offshore Teams

90%+
Client Retention Rate

We have a 3-year client retention rate of over 90%. Additionally, over 87% of our clients expand their relationship with Assivo into multiple functional areas after successfully outsourcing their first process to us.

40–60%
Average Operating Cost Savings

Our client companies achieve an average cost savings of 40–60% as compared to their in-house operating costs. We convert our clients’ fixed costs into variable costs. We also reduce their recruiting, training, and retention issues.

99.95%
Accuracy & High Reliability

Our team has delivered 99.95% accuracy to our clients and continues to do so on an ongoing basis. Our operations are built to maximize accuracy, while maintaining industry-leading uptime. Our clients rely on Assivo to work on their most mission-critical processes.

Trusted by Leading Organizations for Our Reliability, Experience & Expertise

Outsourcing That Outperforms

Scale Operations

Growth companies utilize Assivo to break down the manual barriers & bottlenecks to their growth.

Our fully managed and scalable solutions allow our clients to grow their business with predictable unit economics and costs, without being exposed to labor market challenges. We evaluate the feasibility of automation for our scale engagements to further drive down unit costs.

Explore Success Stories

Cut Costs

Small businesses & middle-market companies utilize Assivo to reduce labor & operating costs by up to 60%.

We develop custom training programs and map your processes out to ensure a smooth ramp-up and onboarding process. Over the long term, we manage all training, performance management, and turnover — allowing our clients to focus on their core business.

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Enhance Your Data

Data is the new oil, but it must be refined, enhanced, cleaned, & enriched to be most effective.

We offer large-scale database management to give our clients a competitive edge, including CRMs, ecommerce product catalogs, real estate listings, competitive price intelligence, and more. We provide expert, efficient solutions for data processing and collection at a competitive price.

Read Industry Insights

The

assivo

Advantage

Agility & Speed

Fastest Onboarding in the Industry

We move fast and have the ability to ramp up small teams in 1-2 weeks and larger scale outsourcing initiatives in 3-6 weeks. We respond rapidly to all client requests and needs.

“Great Attention to Detail and Quality”

Assivo shares our Midwestern heritage and they are hard working, honest, and straightforward to deal with. These foundational values allowed us to start off our relationship small and scale it significantly as our business grew. Our database of rental listings is a critical part of our operation, and they managed it with great attention to detail and quality. While they were in the background of our business, they had a strong impact on our brand and our customer satisfaction, and we are thankful for our partnership with them.

Alec Slocum
Alec Slocum
Co-Founder & CEO

Cost-Effectiveness

We believe in providing extraordinary expertise and reliability at an ordinary cost to our clients. Our pricing is transparent, predictable, and highly competitive.

Cost-Effectiveness

“Capabilities & Accuracy Exceeded Any Other Vendor”

The problem solving ability, the intellect, and the experience of our Assivo team allowed us to develop and maintain our data in Salesforce in a way that was foundational to our marketing and sales effectiveness. Assivo’s research capabilities and data accuracy far exceeded any other vendor that we have worked with, and allowed us to run some of the most innovative and profitable marketing campaigns and sales outreach that exist in our industry.

Fred Waugh
Fred Waugh
Chief Marketing Officer
Flexibility

Flexible & Customized

We build every outsourcing solution from scratch and have the ability to handle complex and customized needs.

“Incredibly Responsive & Provided Detailed Reporting”

Our team at Assivo resolved many bottlenecks for us in our early days related to our customer onboarding process. Over time, they seamlessly scaled with us as our business grew and we expanded the relationship into compliance and financial reporting functions as well. They are incredibly responsive, provide detailed reporting, and they ramp up and scale their teams quickly. We evaluated many outsourcing partners through an RFP process, and Assivo came out on top and proved themselves out quickly as the right choice for Guideline.

Kevin Busque
Kevin Busque
CEO & Co-Founder

High Standards

Our quality assurance framework and our project management expertise allow us to deliver remarkable outcomes for our clients.

High Standards

“Thorough, Professional, & Responsive”

Assivo was the strongest cultural fit for our firm of the outsourcing firms we evaluated. They move fast, are thorough, professional, and responsive. They allowed us to recruit high caliber young professionals to our firm, and enable them to excel by taking a lot of rote work off their plate. Our team’s overall performance and productivity both increased materially due to engaging Assivo and we could not be happier with our partnership.

Chris Rohrer
Chris Rohrer
Co-Founder
Trustworthiness

Scale Seamlessly

As your business grows, we will support you at each step of the way and scale our teams seamlessly to meet higher demands. We also offer discounted scale pricing for high volume requirements.

“Fast, Efficient, Flexible, & Scalable”

We tested 12 data processing and data collection vendors, and Assivo came out on top in our RFP process. The relationship proved itself out fast, and we found the team to be equivocally excellent in service quality vs. the other vendors we tested.

They are fast, efficient, flexible, and scalable — our 4 key goals for an outsourcing relationship. Over time, Assivo has moved from being a vendor to a highly strategic partner on all topics related to data processing and data collection.

Andrew Brackin
Andrew Brackin
Co-Founder & COO

Knowledge & Expertise

Given our deep body of experience, we’ve likely seen situations like yours in the past and can pattern match quickly to arrive at the best commercial outcomes.

Knowledge & Expertise

“They Delivered On Time & On Budget”

Hanes Supply found Assivo to be technically competent, competitively priced, and a valuable advisor to us as we built out our e-commerce capabilities. Data is core to our e-commerce strategy, and they plugged into various parts of our business — from product data catalog management to competitive pricing intelligence. They were patient and took the time to truly understand our needs and goals, and they delivered on time and on budget, on an increasingly complex set of asks that we scoped out with them over the course of our first year of working together.

Billy Hanes
Billy Hanes
Director of E-Commerce
Software & Automation Fluency

Software & Automation Fluency

We have expertise and experience using 300+ of the most common software tools, and we also have in-house automation capabilities to tackle the most challenging scale problems.

How to work with

assivo

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Define

Share your unique challenges and work requirements, and we’ll create a custom proposal just for you.

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Test

Start with a pilot program to see your workflow in action, and we’ll discuss your feedback along the way.

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Launch

Go live with a fully trained team of outstanding Assivo staff. Your dedicated team will be overseen by a capable project manager to ensure your needs are met.

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Manage & Scale

Provide feedback and growth metrics, and we’ll manage your team’s productivity, work output quality, and size.

Explore How We Can Support You

Search and scroll through our library of use cases, and find the right fit for your business needs.

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Data Entry into Back-End Systems

Data Entry & Processing
Accounting & Finance
Education / EdTech
Energy / Oil & Gas
Financial Services / FinTech
Healthcare / HCIT

Database & Listing Enrichment

Data Enrichment
Education / EdTech
Information Services
Marketplaces
Software / SaaS

Enrich CRM & Company Data

Data Enrichment
Education / EdTech
Energy / Oil & Gas
Financial Services / FinTech
Software / SaaS
Staffing & Recruiting

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Customer Success Stories

Outsourced Mortgage Processing for a Mid-Size Mortgage Lender
Data Entry & Processing

Outsourced Mortgage Processing for a Mid-Size Mortgage Lender

Supporting mortgage processing and underwriting activities for a mortgage lender as it scaled annual loan volume from $1.2 billion to $2.0+ billion at a rapid pace.

Loan Application Processing & Underwriting Support for a Mid-Size Business Lender
Data Entry & Processing

Loan Application Processing & Underwriting Support for a Mid-Size Business Lender

Supported application processing, underwriting, servicing, and compliance activities for a mid-size business lender, allowing it to overcome local labor market challenges and scale loan volume.

Managing the Pre-Underwriting Process for a FinTech Company
Back Office Support

Managing the Pre-Underwriting Process for a FinTech Company

Managed the pre-underwriting process for small business lending products. Rapidly growing VC-backed FinTech company with over $100 million in private capital raised.

Insurance Claims Process Management for a Healthcare IT Company
Back Office Support

Insurance Claims Process Management for a Healthcare IT Company

Managing the insurance claims process end-to-end from data entry to qualification to ensure high reimbursement rates. Rapidly growing, VC-backed Healthcare IT company serving over 1 million patients.

Accounts Payable Management for a Medical Device Company
Data Entry & Processing

Accounts Payable Management for a Medical Device Company

Managing the accounts payable process for a medical device company. Privately-held manufacturer of medical devices, with 100+ year operating history and annual revenues over $500 million.

CRM Data Enrichment for a Hypergrowth Healthcare SaaS Company
Data Cleansing

CRM Data Enrichment for a Hypergrowth Healthcare SaaS Company

Adding 300K+ leads and managing the CRM for a hypergrowth VC-backed healthcare SaaS company as it scaled at a rapid pace.

E-Commerce Product Data Entry and Enrichment for an Electrical Product Distributor
Data Entry & Processing

E-Commerce Product Data Entry and Enrichment for an Electrical Product Distributor

Updating, researching, enriching, cleaning, and consistently refreshing an electrical products catalog. Distributor of electrical products with 300,000+ SKUs and 900+ brands in catalog.

CRM Data Enrichment for a Vertical-focused SaaS Company
Data Cleansing

CRM Data Enrichment for a Vertical-focused SaaS Company

Cleaned, researched, and enriched 20,000+ target accounts and relevant contacts for a vertical industry focused SaaS company, accelerating their sales & marketing efforts.

Cleansing and Enriching an Alumni Database for a Top-20 University
Data Cleansing

Cleansing and Enriching an Alumni Database for a Top-20 University

Cleansing, researching, enriching, and updating contact information and other details on college alumni. Top 20 University with 300,000+ living alumni.

E-Commerce Product Data Entry and Enrichment for an Online Furniture Distributor
Data Entry & Processing

E-Commerce Product Data Entry and Enrichment for an Online Furniture Distributor

Distributor of mid-to-high end home furnishings. 750,000+ SKUs in catalog, distributes over 500 furniture brands.

Lead Scoring for a Silicon Valley SaaS Company
Back Office Support

Lead Scoring for a Silicon Valley SaaS Company

Lead Scoring of over 50,000 prospective customer accounts for a software company. Silicon Valley SaaS/Software company with over 1,000 enterprise customers in the manufacturing vertical.

Moderating User Comments for a Hyperlocal News and Media Property
Back Office Support

Moderating User Comments for a Hyperlocal News and Media Property

Hyperlocal news and media property with over 400 team members and 10 million+ monthly unique visitors.

Researching Target Buyers for an Industrial Equipment and Inventory Marketplace
Research & Data Collection

Researching Target Buyers for an Industrial Equipment and Inventory Marketplace

Finding and researching relevant buyers for industrial equipment auctions. Publicly-traded online marketplace for industrial equipment and excess inventory, with over $200 million in annual revenue.

Researching and Adding Property Listings for an Apartment Rental Listing Aggregator
Research & Data Collection

Researching and Adding Property Listings for an Apartment Rental Listing Aggregator

Researching, mining, and adding rental property listings to a back-end database. Aggregator of rental apartment listings with over 4 million apartments listed on platform.

Sales and Recruiting Support for Boutique Technical Recruitment Firm
Back Office Support

Sales and Recruiting Support for Boutique Technical Recruitment Firm

Supporting recruitment professionals with finding candidates, clients, and other administrative work. Technical/IT-focused recruitment firm with 20+ in-house recruiters.

Sourcing and Managing Job Postings for a Healthcare Recruitment Firm
Back Office Support

Sourcing and Managing Job Postings for a Healthcare Recruitment Firm

Sourcing, managing, and entering job listings/open requisitions into a back-end database. National Healthcare Recruitment Firm with 100+ recruiters.

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