Financial Services / FinTech | Assivo

Financial Services / FinTech

Search our library of use cases and find the right fit for your business Search our library of use cases and find the right fit for your business

Financial Services / FinTech

Search our library of use cases and find the right fit for your business Search our library of use cases and find the right fit for your business

All Categories

Mine Information from Public Databases

Data mining is one of the growing practices in the business industry nowadays. Considering the amount of powerful insights a company can gain to help improve their sales,...

Research & Enrich Business Information

The internet is a huge network of information, making it a very important resource for businesses around the world. The online world can provide you with a large...

Enrich CRM & Company Data

Appending your business data is a great method for businesses to build a profile database of their current and potential customers. This also involves filling in missing information...

Research and Collect Public Financial Data

Gathering public financial data for your business takes time and manpower. But it is a necessity, especially if you are planning to build new financial products and services...

Transcribe Financial Statements

When talking about financial statements, it usually involves large amounts of numbers and money: two things that you wouldn’t want to have problems with as a business owner....

Rules-Based Data Entry of Application Forms

Forms are a regular part of most business operations. Be it for legal, tax, insurance, medical, payroll or registration forms, there will always be a number of forms...

Loan Qualification & Pre-Underwriting Support

Whether it be for business loans, personal loans, or mortgage loans, an experienced underwriter can easily detect when the applicant is qualified or not. It takes 15 minutes,...

KYC (Know Your Customer) Process Management

Along with the advancement in technology comes the increased risk for crimes that may be committed virtually and globally like money laundering, bribery, and fraud. That said, the...

Bank Statement Transcription

Many banks prefer the traditional way of issuing bank statements. For them, it’s less risky and more convenient to track – at least for them. This leaves financial...

Insurance Claims Process Management

One of the biggest challenges faced by insurance companies is the amount of backlogs they continue to face. Thousands of people file their claims every day. And while...

Converting Data between various systems and sources

With rapidly advancing technology comes the constant need for upgrading systems. Consequently, there is a need for converting data into different formats through a process aptly called data...

Data Entry into Back-End Systems

Data entry includes populating your company’s database (basic data entry work), keeping relevant data and updating information (data cleansing), and organizing your data into categories (data classification). Data...

HOW TO WORK WITH US


Define Your Needs

Engage with us and let us know your challenges and work requirements

Test Out Our Team

We will provide you with a trial/pilot to test out our team

Go Live

We will staff and fully train an outstanding dedicated team and project manager to meet your needs

Manage & Scale

We will manage your team’s productivity, the quality of work output, and scale appropriately to meet your business needs