Verified providers · Financial Services
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Financial Services BPO in the Philippines

177 verified companies

Financial services BPO runs regulated customer operations — KYC and onboarding review, fraud and dispute handling, collections, insurance claims — for banks, fintechs, and insurers. It suits institutions that need compliant scale quickly. Taken together these clients form one of the deepest verticals in this directory, with fintech as the growth engine.

Regulated work shapes the buying criteria. Data-security posture, audit trails, and attrition control matter more here than in any other vertical, and the providers that thrive have built compliance into operations rather than bolting it on for sales calls.

All companies below serve financial services clients and are drawn live from the verified directory, with services, size, and contact details per profile.

Remotely Philippines Inc.

Finance & Accounting
Lipa City51-200
Dabbler

Your Global Partner for Accounting, Finance, and Business Outsourcing Solutions Remotely Philippines, Inc. Is a professional services and outsourcing firm specializing in accounting, finance, assurance support, business advisory, and staff augmentation solutions for businesses and professional services firms worldwide. Headquartered in Lipa City, Batangas, Philippines, we help organizations strengthen their operational capabilities, access highly skilled Filipino professionals, and scale efficiently through flexible, cost-effective outsourcing arrangements. Our expertise spans accounting and bookkeeping, audit and assurance support, financial reporting, payroll, financial planning and analysis (FP&A), and CFO support services. Beyond finance, we provide tailored staff augmentation and business process outsourcing solutions covering human resources, IT, administrative support, and other operational functions. We serve accounting and audit firms, CFOs, finance departments, and private businesses across the United States, Australia, United Kingdom, New Zealand, Singapore, and other international markets. At Remotely Philippines, outsourcing is more than delegating tasks. We build long-term partnerships by providing dedicated professionals who integrate into our clients' existing systems, processes, and organizational structures. Our approach combines technical expertise, operational accountability, and flexible service delivery to help businesses improve efficiency, maintain control, and achieve sustainable growth. Why Clients Choose Remotely Philippines Specialized Professional Expertise – Our team comprises experienced CPAs, accountants, auditors, finance specialists, and other professionals with backgrounds in public accounting, corporate finance, and shared services. We support various industries and accounting standards, including US GAAP and IFRS. Dedicated Staff Augmentation – We primarily provide dedicated professionals who work as extensions of our clients' teams. Our flexible engagement models accommodate full-time, part-time, project-based, and specialized staffing requirements. Cost Efficiency Without Compromising Quality – Our outsourcing solutions help businesses optimize staffing and operational costs, with potential savings of up to 50% compared with traditional staffing arrangements, depending on the engagement structure. 4. Seamless Integration and Global Alignment – Our professionals work within clients' existing systems, communication platforms, and workflows. We offer flexible schedules aligned with international time zones to facilitate collaboration and operational continuity. Technology and Systems Expertise – Our professionals have experience with leading accounting, ERP, audit, and financial management platforms, including QuickBooks, Xero, Oracle NetSuite, SAP, MYOB, Sage, Microsoft Dynamics, Bill.com, Workiva, FloQast, and Power BI. Data Security and Business Continuity – We prioritize confidentiality and data protection through non-disclosure agreements, secure networks, controlled system access, multi-factor authentication, and established business continuity measures. Accountability and Quality Assurance – Our service delivery model emphasizes structured onboarding, performance monitoring, management oversight, and continuous improvement to maintain consistent service quality and client satisfaction. Our Core Services Accounting and Bookkeeping Outsourcing Comprehensive accounting solutions covering general ledger management, accounts payable and receivable, bank and account reconciliations, month-end and year-end closing, financial statement preparation, statutory reporting, and other accounting operations. Audit and Assurance Support Specialized support for accounting and audit firms, including audit planning assistance, working paper preparation, substantive testing, analytical procedures, documentation, financial statement reviews, due diligence, and other assurance-related engagements. Financial Planning and Analysis (FP&A) Financial planning, budgeting, forecasting, financial modeling, cash flow analysis, KPI monitoring, management reporting, dashboard development, and financial performance analysis to support strategic decision-making. CFO and Financial Management Support Dedicated finance professionals and fractional CFO solutions supporting financial oversight, management reporting, financial controls, strategic planning, and business performance management. Payroll and Finance Operations Payroll processing and administration, payroll reconciliations, financial transaction management, expense monitoring, and related finance and administrative support functions. Staff Augmentation and Dedicated Teams Flexible staffing solutions providing qualified accounting, finance, audit, and business support professionals who integrate directly into client operations. Engagements can be structured around ongoing requirements, seasonal demands, or specialized projects. Business Process and Back-Office Outsourcing Complementary outsourcing solutions covering human resources administration, IT support, virtual assistance, data management, customer service, marketing support, and other business operations. Industries We Serve Our professionals support organizations across diverse industries, including accounting and professional services, healthcare and life sciences, technology, e-commerce, retail, manufacturing, real estate, construction, energy, logistics, and nonprofit organizations. We tailor our approach to each client's operational requirements, reporting standards, industry practices, and business objectives. Our Commitment Guided by our core values of accountability, inclusivity, and transparency, Remotely Philippines is committed to delivering reliable professional expertise, operational efficiency, and meaningful client partnerships. We believe the right outsourcing partner should do more than reduce costs. It should strengthen business capabilities, provide access to specialized talent, improve operational performance, and create opportunities for sustainable growth. Whether supporting an accounting firm during peak audit season, strengthening a company's finance function, or building a dedicated offshore team, Remotely Philippines delivers the people, expertise, and flexibility businesses need to scale with confidence.

Finance & AccountingVirtual AssistantIT OutsourcingBack Office

RR Donnelly Philippines, Inc

Creative Services
Mandaluyong City1.8 · Google
Unclaimed

RR Donnelley Philippines, Inc. Operating under the RRD GO Creative brand, brings the global reach of one of the world's largest marketing and business communications companies to the Philippines. Based in Mandaluyong City, this BPO Philippines operation focuses on creative production and marketing communications services, giving international clients access to skilled Filipino talent at competitive outsourcing rates. The team supports end-to-end content production workflows, including graphic design, digital asset management, and back office coordination, making it a practical choice for brands that need volume creative output without the overhead of in-house studios. As part of a publicly traded global enterprise, RRD Philippines operates within established quality and compliance frameworks that matter to enterprise buyers. If you are evaluating BPO partners for creative outsourcing or marketing support in the Philippines, RRD GO Creative is worth a direct conversation. Reach out to explore how their Manila-based team can fit into your production pipeline.

Creative ServicesContent ProductionGraphic Design & LayoutDigital Asset Management+2

Select VoiceCom

Customer Support
Cebu501-10004.6 · Google
Unclaimed

Select VoiceCom is a call center and business process outsourcing provider based in Cebu, Philippines, serving companies that want to outsource customer support, sales, and administrative work rather than build those functions in house. Buyers work with college-educated, English-speaking agents supported by a management team that handles onboarding, training, and ongoing quality checks, so a client's program can be staffed and running without the buyer managing local hiring directly. The company's services fall into four groups. Inbound support covers order processing, customer service, customer retention, overflow handling, billing inquiries, and after-hours coverage, along with technical support such as troubleshooting, software installation, and app support. Outbound services include lead generation and qualification, appointment setting, telemarketing, market research, clinical trial recruiting, data verification, and post-sale follow-up surveys. Back-office support covers data entry, data mining, claim filing, and form processing, and the company also offers AI solutions and staff augmentation for clients adding capacity directly to their own operations. Select VoiceCom works across a range of industries, including healthcare, clinical research, insurance, retail and ecommerce, financial services, telecommunications, real estate, information technology, hospitality, education, automotive, energy and utilities, media and publishing, and consumer goods. It also supports legal intake work, including SSDI, mass tort, and personal injury cases, giving it experience with both consumer-facing programs and more specialized, compliance-sensitive work. Operations are based in Cebu IT Park, where Select VoiceCom has been in business since 2008 and offers more than 1,500 seats of capacity. Agents go through Berlitz testing for English communication. The company holds PCI DSS and SOC 2 certification, is HIPAA-compliant, and operates to ISO 27002 standards, with an uptime of 99.99% over the past five years, relevant for clients in healthcare, financial services, and other regulated sectors. For companies evaluating outsourcing partners in the Philippines, Select VoiceCom presents an established, security-certified option covering inbound support, outbound sales, back-office processing, and industry-specific programs from a single Cebu-based operation.

Customer SupportTechnical SupportLead GenerationBack Office+3

Shore360, Inc.

Staff Leasing
Clark4.3 · Google
Unclaimed

Shore360, Inc. Is an Australian-owned, Philippine-incorporated workforce partner headquartered in Clark, Pampanga, that builds custom offshore teams in the Philippines for businesses based overseas. Rather than assigning pre-packaged staff, the company works with each client to handpick and build a dedicated workforce, while managing the local infrastructure, HR, payroll and day-to-day operations that come with running an offshore team. The listing covers a range of offshoring models. Staff Leasing gives businesses a fast, lower-risk way to start building a Philippine team. Recruitment Process Outsourcing draws on a dedicated talent and recruitment function to source candidates matched to a client's role and culture. Payroll & HR Services extend to remote and work-from-home arrangements, alongside broader Remote Team Management. Companies that want a private office under their own brand can use Shore360's Dedicated Office Solutions, delivered across office facilities in the Philippines' main business hubs. For businesses planning to eventually set up and run their own Philippine entity, Build Operate Transfer is offered as a path toward that outcome. Agency Staffing rounds out the offering for clients who need talent on demand, by the hour, for a specific brief. On this listing, Shore360 is associated with the Retail, Insurance, Wholesale & Distribution and Professional Services industries, reflecting client work built around each business's specific operational needs rather than a standard staffing package. Operationally, Shore360 runs four office facilities across the Philippines' major business hubs from its headquarters in Clark, Pampanga, supporting more than 900 professionals and over 300 client businesses to date. The company has also begun integrating practical AI tools into client teams' daily workflows, aiming to reduce routine work and free staff for higher-value tasks. Commercial terms are structured around open-book pricing, with no lock-in contracts and no exit fees, and clients can start with as few as one employee before scaling further. For businesses considering an offshore or outsourced team in the Philippines, Shore360 positions itself as a partner that handles the operational groundwork of building and running that team, so clients can focus on managing their own people and outcomes.

Staff LeasingRecruitment Process OutsourcingPayroll & HR ServicesDedicated Office Solutions+3

Siblings International Business Solutions (SiBS)

Omnichannel Customer Support
Davao City4.9 · Google
Unclaimed

Siblings International Business Solutions (SiBS) is a Philippines-based BPO built around one idea: that every client deserves a solution designed specifically for them, not a generic package pulled off a shelf. Operating from Davao City, SiBS delivers omnichannel call center services, multilingual support, claims and benefits administration, legal process outsourcing, healthcare BPO, accounting services, and government process outsourcing to clients across North America and beyond. What sets SiBS apart in the outsourcing Philippines market is its depth of vertical expertise. The team handles everything from inbound and outbound call center Philippines operations to back-office functions like adjudication, member inquiries, and provider relations. Clients in healthcare, legal, real estate, accounting, and government rely on SiBS because agents are recruited and trained specifically for their industry. Multilingual coverage spans Spanish, Mandarin, French, Korean, Japanese, and more. Services go live within four to six weeks, and 24/7 multi-location coverage means no gap in customer support. With a 4.9-star rating and long-term client relationships spanning five or more years, SiBS has built a reputation for reliability and genuine partnership. If you are evaluating AI-ready BPO partners in the Philippines, reach out to SiBS to discuss your requirements and request a quote.

Omnichannel Customer SupportHealthcare BPOClaims & Benefits AdministrationLegal Process Outsourcing+3

Sitel Philippines

Customer Support
Manila1000+4.3 · Google
Unclaimed

Sitel Philippines is the Manila site of an international customer experience (CX) outsourcing company that manages customer support and back-office operations on behalf of client businesses. The parent company runs delivery operations across 45 countries with roughly 130,000 associates supporting more than 60 languages. This listing covers the Manila location specifically, and companies engaging it are working with the Philippine-based delivery team at that site rather than one of the company's other locations. From Manila, the site provides customer support, back office support, and IT outsourcing. On the company's own site, these sit within a broader CX services list that includes customer care, technical support, back-office support, sales and retention, and collections, covering both direct customer interaction and the administrative processing work that supports it. Clients working with this listing come from ecommerce, fintech, and healthcare. The company's own site names retail and e-commerce, banking and financial services, and healthcare among the industries it serves, alongside sectors such as insurance, government, and technology, reflecting a client base that includes businesses handling sensitive customer and transaction data. The company states that it differentiates itself from technology-only competitors by combining trained staff, established CX operations, and a problem-solving approach, rather than software alone. The company also states that it maintains compliance with data regulations including HIPAA, PCI-DSS, GDPR, SOC Type 1 and 2, and TISAX, and applies its security standards across every delivery location, which by its own description includes this Manila site. The Manila site itself is staffed at a team size of 1,000 or more, sized for clients that need a dedicated, at-scale delivery team in the Philippines rather than a small pilot group. For businesses sourcing a BPO partner in the Philippines, the Manila site offers customer support, back-office, and IT outsourcing capability backed by an international CX provider's compliance standards and multi-country delivery network, with a client focus on ecommerce, fintech, and healthcare.

Customer SupportBack OfficeIT Outsourcing

Sitel Philippines OJV Site

Customer Support
Pasig1000+4.3 · Google
Unclaimed

Sitel Philippines OJV Site is the Pasig-based location of Sitel Philippines, a brand operating under Foundever, a global customer experience (CX) outsourcing company. Sitel Philippines runs multiple sites across the country, and this listing covers the Pasig location specifically. Buyers evaluating this site can engage a contact center and back-office operation backed by an internationally established CX provider, covering customer support, technical support, back-office processing, and multilingual contact center delivery for enterprise clients. At the Pasig site, services include customer support, technical support, back office, multilingual contact center delivery, AI and automation services, and CX consulting. These draw on Foundever's broader service set, which spans customer care, sales and retention, collections, trust and safety, and back-office support, along with AI-driven tools such as conversational AI, generative AI, a unified agent desktop, and intelligent automation for clients adding automation to their CX operations. Clients served from the Pasig site come from healthcare, financial services, automotive, and telecommunications. These sectors sit within Foundever's wider client base, which also includes banking and financial services, insurance, retail and e-commerce, technology, travel and hospitality, and other regulated and consumer-facing industries the company serves globally. Foundever states that it maintains compliance with data regulations including HIPAA, PCI-DSS, GDPR, SOC Type 1 and 2, and TISAX, and applies security standards across every delivery location, which includes the Pasig site. The Pasig site has a team of 1000 or more, and operates as part of a company delivering CX services from 45 countries in more than 60 languages, giving the site access to that wider multilingual delivery network for clients who need it. For businesses evaluating outsourced CX in the Philippines, the Pasig site of Sitel Philippines offers the service range and compliance backing of a large global CX provider, delivered through a dedicated local team based in Pasig.

Customer SupportTechnical SupportBack OfficeMultilingual Contact Center+2

SixEleven Global Services

Customer Support
Davao501-10004.8 · Clutch
Unclaimed

As an outsourced call center company Philippines, we use a secure platform to address our clients’ needs. Our innovative system enables us to perform multiple services such as lead generation and telemarketing sales, technical support, and image annotation. Call Center AI is revolutionizing the customer service industry by combining artificial intelligence with traditional call center operations. It automates routine tasks, enhances agent performance, and improves customer satisfaction through real-time analytics and natural language processing. We offers professional content moderation services in the Philippines, ensuring your online platforms remain safe, authentic, and aligned with community guidelines. As one of the leading BPO companies in the Philippines, SixEleven combines human intelligence with AI tools to deliver fast, accurate, and scalable moderation solutions. Our business process outsourcing company is equipped with the tools, knowledge, and personnel to accommodate your company’s different needs. Your growth is our goal, and we offer these solutions to help you get there. A striking 73% of call center leaders now plan to offer long-term remote or hybrid work options, according to Zoom. The era of the massive, single-location call center is giving way to… The global healthcare BPO market is projected to reach $423 billion in 2026, growing at a 9.07% CAGR toward $1.1 trillion by 2035 (Precedence Research). Behind this explosive growth is a…

Customer SupportBack Office

Smart Outsourcing Solution (SOS)

Customer Support
Muntinlupa501-10004.4 · Google
Dabbler

Smart Outsourcing Solution (SOS) is a Philippines-specialist Employer of Record and offshore workforce partner that helps international companies hire employees in the Philippines without establishing their own local entity. Operating since 2017, SOS manages employment contracts, onboarding, payroll, statutory contributions, benefits administration, HR support and Philippine employment compliance. Its standard EOR administration fee is a fixed USD $190 per employee per month, and onboarding can take as little as five business days.

Customer SupportBack OfficeTechnical SupportVirtual Assistant+4

Sourcefit Philippines

Customer Support
Quezon City1000+IBPAP3.5 · Glassdoor
Dabbler

Sourcefit is an award-winning technology-enabled business process outsourcing provider that helps organizations worldwide build high-performing dedicated offshore and nearshore teams and operations. Founded in 2009, Sourcefit employs more than 2,000 professionals across the Philippines, Dominican Republic, South Africa, Madagascar, and Armenia. Our transparent cost-plus pricing, flexible delivery models, and AI solutions allow companies to scale faster, access global talent, and maintain full compliance from day one. With hundreds of clients across 50+ industries, Sourcefit has developed extensive industry expertise and a deep talent network enabling organizations to grow efficiently and simplify their operations.

Customer SupportBack OfficeTechnical SupportVirtual Assistant+7

SPLACE BPO

Managed Staffing
Davao City4.9 · Google
Unclaimed

Splace BPO is a Philippines-based outsourcing provider that has supported growing companies since 2017 across six countries, including the US, Australia, the UK, Canada, the Netherlands, and New Zealand. Operating from a CCAP-accredited facility in Davao City, the company offers three core solutions: managed staffing pods for teams that need a fully run offshore operation, workforce extension for employer-of-record and contractor support, and seat leasing for clients managing their own staff on-site. Service areas cover finance and accounting, technical support, customer experience, back-office operations, and revenue operations, with active client deployments in e-commerce, fintech, healthcare technology, legal tech, and SaaS. Unlike enterprise BPO Philippines providers that start at 500 seats, Splace BPO works with teams scaling from as few as 5 FTEs, with no locked contracts and no enterprise minimums. Their EOR service delivers an employment contract within 72 hours of signing and handles SSS, PhilHealth, and Pag-IBIG enrollment on day one, backed by a 99% statutory compliance rate and Philippine labor counsel on retainer. If you are evaluating offshore call center Philippines options or need a structured back-office operation without the complexity of a large enterprise BPO, Splace BPO is a practical starting point. Reach out through their website to discuss your requirements.

Managed StaffingFinance & AccountingTechnical SupportCustomer Support+2

Staff Outsourcing Solutions

Customer Support
Cebu City3.9 · Google
Unclaimed

Staff Outsourcing Solutions is a Cebu City-based BPO Philippines provider built to help businesses scale without the overhead. The company serves clients across IT, eCommerce, healthcare, telecommunications, travel and tourism, and financial services, delivering back office support, customer support, and industry-specific outsourcing through dedicated teams. As a call center Philippines partner, Staff Outsourcing Solutions focuses on matching the right people to the right processes. Whether you need specialized healthcare administration, accurate accounting and financial management, or responsive customer-facing support for an eCommerce or telecom operation, the company structures its teams around your workflow rather than a generic template. Based in one of the Philippines' most established outsourcing hubs, Staff Outsourcing Solutions is positioned to support growing businesses that need reliable, scalable capacity. If you're evaluating outsourcing options, reach out to request a quote or discuss how their teams can fit into your operations.

Customer SupportHealthcare BPOFinance & AccountingIT Outsourcing+2

Financial Services outsourcing: common questions

What buyers ask most when comparing financial services providers in the Philippines.

01

What financial services work goes to Philippine BPOs?

KYC and onboarding review, fraud and dispute operations, collections, claims processing for insurers, and customer support for banks and fintechs. Fintech is the fastest-growing client segment in this vertical.

02

How do providers handle regulated-data requirements?

The credible ones build compliance into operations: ISO 27001 or SOC 2 postures, full audit trails, clean-desk floors, and attrition control on sensitive programs. Ask for certification evidence and a walkthrough of data-handling controls.

03

Can Philippine teams do collections work?

Yes — collections is an established service line among the directory's financial-services providers, typically first-party early-stage programs run under the client's brand with strict compliance scripting.

Browse BPO companies by industry

Terms that come up when comparing providers: SLA, KPI, AHT, CSAT, DSAT, QA, LOB, SME, POC, and BAU. Or read the full BPO glossary.

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