Who We Serve

Our clients appreciate the tremendous potential of outsourcing partnerships for their long-term growth and profitability. Many of them are data-driven and utilize data in unique ways for both core and non-core parts of their business. Our client base is diverse across company sizes and industries, and we do our level best to tailor our approach to each unique situation and set of needs.

Core Markets

Information Services

We are the manpower behind the information economy. Information services companies often manage very large databases with highly customized data residing in them. Our managed teams expand, manage, refresh, and maintain our clients’ databases while adhering to all of their data standards and requirements.

Trusted by

Success Story

Researching and Adding Property Listings for an Apartment Rental Listing Aggregator

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“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
Co-Founder & CEO

Software / SaaS

Software and SaaS companies are data-driven, process oriented, and innovative. Many are also accustomed to hiring remote international teams and forming valuable partnerships.  We lessen the load on your existing team and resolve bottlenecks to growth, from customer onboarding to managing the data in your CRM. Our managed teams adapt to your company’s culture and operations, and enable your full-time employees to focus on more valuable activities.

Trusted by

Point of Rental Software
Success Story

Lead Scoring for a Silicon Valley SaaS Company

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“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
Chief Marketing Officer

Financial Services

Assivo’s specialized knowledge and expertise and our body of experience are unparalleled in financial services outsourcing. We support a diverse client roster of business lenders, consumer lenders, mortgage lenders, insurance companies, brokerages, investment banks, private equity funds, and asset managers.  

Our solutions are always customized to each client, and our relationships often expand into multiple functional areas over time. We support underwriting/pre-underwriting, application and claims processing, investment research, compliance/back office functions, servicing, and more.

Our consultative problem solving approach, our reliability, and our cost-effectiveness have allowed our financial services partnerships to add significant value to our clients over the long-term.

Trusted by

Guideline 401(k)
Providence Growth Equity
Jet Direct Mortgage
Berkley Insurance
Blue Point Capital
Wilshire Finance Partners
MidCap Financial
All Western Mortgage
Success Story

Managing the Pre-Underwriting Process for a FinTech Company

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“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

Professional Services
Firms & Agencies

Professional services firms have long realized the power and potential of outsourcing and global teams to improve their service delivery as well as their operations. Assivo’s modern approach and expertise has allowed us to displace many legacy outsourcing firms in the professional services vertical. We serve a client roster of investment banks, consultancies, brokerages, marketing and advertising agencies, and more. Our cultural familiarity and our customized approach allows our professional services clients to seamlessly onboard with Assivo and receive the support they need. We tailor our approach to the needs of firms of various sizes, from small digital marketing agencies to the largest law firms and consultancies in the world.

Trusted by

Blue Corona
Perfect Search Media
Susman Godfrey
Bain & Company
Kirkland & Ellis
ROKOS Advisors
Altman Solon
The Mill
Success Story

Sales and Recruiting Support for Boutique Technical Recruitment Firm

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“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

Marketplaces &
Online Platforms

We manage the data plumbing behind some of the world’s most successful marketplaces and online platforms. Marketplaces and online platforms generally have critical databases that power their business and operations, and keeping this data clean, up to date, and accurate is a herculean task for most organizations. Our teams ensure that data inaccuracies are a problem of the past, and that the most valuable and time sensitive data is always available for customers. From restaurant menus to real estate listings to healthcare patient data, we take the time to understand your needs and goals and develop a customized training program and solution that sets up our partnership for long-term success.

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Success Story

Researching Target Buyers for an Industrial Equipment and Inventory Marketplace

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“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


E-Commerce brands as well as traditional retailers and wholesalers/distributors have forged effective partnerships with Assivo to manage their product catalogs and product data. As product catalogs grow in size, scale, and complexity — they become very challenging to manage in-house. Our expertise and experience in this area allows us to ensure that your data quality standards remain high, and that you do not lose sales or customer trust due to dirty or inaccurate data. In addition to managing product catalog data, we also support our E-Commerce clients with order processing and management, customer inquiries, competitive price intelligence, and financial processes.

Trusted by

Liquidity Services
Atlantic Furniture
Elemental Bottles
Hanes Supply
Apex Tool Group
Success Story

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

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“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

Other Markets

While many of our clients are digital natives or far along in their digital transformation as a business, we always appreciate the opportunity to bring our data processing and data collection expertise to other industries. Some of our largest clients have come to us with niche use cases that are a good fit for our capabilities, and found us to be the right partner for their needs. We come up to speed fast with regards to industry and company knowledge; and we develop a rigorous training program for our teams to transfer the specialized knowledge and information that you currently have in-house.

We welcome the opportunity to engage with you and learn more about your goals and needs, regardless of your industry or geographic location.

Trusted by

Duke University
Yale University
Wharton School of Business
Ligonier Ministries
Harvard University
The Economist
Lightforce Orthodontics
Power of Clean Energy

Wholesale & Distribution

Industrials & Manufacturing


Oil & Gas


Real Estate