Customer Success Stories

Documented outcomes that highlight the measurable impact of Assivo partnerships.

Our clients’ results serve as the most rigorous proof point of our approach. From industry leaders to growth enterprises, these engagements demonstrate how Assivo delivers sustained performance improvements and enduring value.

Reset
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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.

Read Story
Data Entry & Processing
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.

Read Story
Data Entry & Processing
CRM Data Enrichment for a Hypergrowth Healthcare SaaS Company
Data Cleansing & Validation

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.

Read Story
Data Cleansing & Validation
CRM Data Enrichment for a Vertical-focused SaaS Company
Data Cleansing & Validation

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.

Read Story
Data Cleansing & Validation
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.

Read Story
Back-Office Support
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.

Read Story
Back-Office Support

No results found.

Please try different keywords.

The Architecture of Reliable Execution

Our operational model is anchored by four principles:

Clarity

Roles, tools, and deliverables are aligned on day one.

Documentation

Every workflow lives in your system and ours.

Reporting

Focused insights, not dashboard noise.

Refinement

Every cycle is improved from the last.

Build a System You Can Trust

Let’s align in 2–4 weeks. You’ll stop managing execution shortly after.