G2

Dan S.

VP Operations

Financial Services

Mid-Market (51-1000 emp.)

8/25/2026

"Strong Operational Support Across Multiple Financial Workflows"

5/5

What do you like best about YesAssistant?

The biggest benefit has been the facility to support multiple finance operations simultaneously. The team of 4-5 supports Loan processing, Mortgage underwriting support KYCAML checks Claims adjudication collections Customer service.

The most impressive was how quickly did team get useful. However, we got good operational results in the first 30 days and having several dedicated resources provided more flexibility than a single person could.

When priorities were forced to shift, the team has been responsive too, which is key given how time-sensitive the documentation and workloads can be for financial workflows. Review collected by and hosted on G2.com.

What do you dislike about YesAssistant?

Some of the financial workflows can be a bit tricky and not well documented in the onboarding docs. Having a bit more detailed documentation earlier on could ease the transition.

The team adjusted quickly enough to our processes that this has been more of a growth opportunity than a problem. Review collected by and hosted on G2.com.

What problems is YesAssistant solving and how is that benefiting you?

In our lending operation, we have a constant flow of loan processing/mortgage underwriting support, KYC / AML checks; claims adjudication; collections and customer service. Basically, we needed more operational capacity without "adding FTEs" (full-time-equivalent resources) internally.

On March 15 of the year 2026, we began our journey with YesAssistant and served as a 4-5-members team handling these recurrent workflows. This team functions as an extension of our operations department instead of being limited to one singular task.

This has enabled us to allocate repetitive back-office work smarter and internal staff resources, when the volumes or documentation needed change, towards more sophisticated operational duties. Review collected by and hosted on G2.com.