Financial Services BPO in the Philippines
172 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.
Ubiquity Philippines
Forget one-size-fits-all outsourcing. Your brand deserves better. Ubiquity delivers customer experience, sales, operations, and compliance seamlessly across every time zone and touchpoint. Aigent runs behind the scenes on every Ubiquity team: faster ramp, sharper coaching, better outcomes. Trained on real CX data, Aigent is built for contact centers from day one. “We couldn’t find enough customer experience staff that would show up to work reliably. Ubiquity was able to quickly and smoothly bring up a CX team offshore. We are now meeting our services levels for the first time that I can remember. Ubiquity made it so easy for us to outsource.” “Ubiquity is a valued partner, and they continue to add value to our experience in many ways. In my 40+ years of banking, Ubiquity is among the best partners I’ve had the pleasure of working with, they deliver the results we’re looking for, and their leadership is highly accessible.” Success isn’t accidental, it’s built on a foundation of strategic thinking, genuine care, and relentless drive. Our values guide every decision, shaping how we work, solve problems, and deliver results. Passion can’t be taught, but it can be cultivated and honed into leadership. We reward creativity, empathy, and teamwork.
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Unity Communications
At Unity Communications, we’re powered by smart automation and driven by real people who care. Our solutions combine speed, scalability, and the human touch that builds trust. Whether you need accounting, IT helpdesk, data entry, or call center services, we’ve got you covered! Our innovative outsourcing strategies are designed to meet your unique business goals. So you get tangible results, seamless operations, and long-term growth and market adaptation. Our BPO expertise covers the finance, healthcare, e-commerce, technology, real estate sectors, and more. We optimize operations and efficiency using our industry expertise. For instance, our solutions improve patient data management and healthcare regulatory compliance. We ensure your needs are met and exceeded, regardless of your industry. Let’s talk. Our experts can help match the right solution, whether it’s scaling your support team or hiring remote staff compliantly. At Unity Communications, data security is our priority. Our ISO 27001 certification ensures that we follow globally recognized standards for information security, risk management, and regulatory compliance, giving you peace of mind when outsourcing critical business operations. Unity Communications minimizes the need to multitask. Our BPO agents handle time-consuming processes so that you can focus on what you do best.
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VALUE Virtual Assistants
Hire the best virtual assistants in the Philippines with our flexible remote staffing solutions. Experience top-tier Filipino talent guided by Japanese standards while reducing your costs by up to 78%. Our remote staffing solutions make it easy to connect with top virtual assistants in the Philippines. At VALUE Virtual Assistants, we provide reliable virtual assistant outsourcing by matching businesses with highly skilled Filipino professionals managed under Japanese work standards. This structured approach helps startups and growing businesses scale efficiently while saving time and costs. Let us handle the rest! We offer a simpler, smarter way to hire and manage virtual assistants in the Philippines through structured virtual assistant outsourcing. Our remote staffing solutions handle everything end-to-end from recruitment and onboarding to HR management and payments so businesses can work with top-tier Filipino virtual assistants through a hassle-free, cost-efficient process. Your choice depends on your business needs, budget, and growth stage. VALUE Virtual Assistants provides fully managed virtual assistant outsourcing with skilled Filipino virtual assistants, offering flexible remote staffing solutions designed to support startups and growing businesses. Hiring a virtual assistant in the Philippines is a proven choice for businesses worldwide seeking reliable, cost-effective support. The country’s high literacy rate of 96.2% contributes to strong English communication skills, professionalism, and adaptability across industries. Through structured virtual assistant outsourcing and remote staffing solutions, businesses can access skilled Filipino virtual assistants for administrative, customer support, marketing, and operational tasks no matter where they operate. Pricing depends on the scope, skill level, and hours required. Compared to traditional hiring, virtual assistant outsourcing reduces recruitment, payroll, and overhead costs for a more scalable and cost-efficient solution.
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VAP (VA Platinum) Cebu | Outsourcing Experts
Build a dedicated offshore team trained, supported, and equipped with modern systems. Saving 50-70% on operational costs. From talent acquisition, training and AI automation, we ensure operational excellence. Ready to scale up, but too busy to do it all yourself? Partner with VA Platinum. Instantly access talent, training, and tools to build a dedicated, full-time team, ready to deliver results from day one. Hire with confidence thanks to our intensive recruitment process. Get matched with skilled professionals who will understand your business and integrate seamlessly with your Australian team. Tried hiring locally or finding freelancers only to be disappointed? You don’t have to compromise on skills, training, or long-term fit. VA Platinum will connect you with skilled people who are dedicated to your business and understand your industry, from ASIC compliance to client relationship management. VA Platinum has transformed our operations. Their integrated approach combining talent, systems, and training delivered a 40% increase in our processing capacity while reducing costs by 60%. I had no idea how I was going to communicate, how I would train, or how assigning tasks and making sure they understood would even work. However, I think VA Platinum has a great process. Mark explained right away that there's a success manager and a training program you can opt for to ensure your VA is well-trained… So, all the fears I had didn't even remain fears because everything was managed so well, and it worked perfectly.
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Vault Outsourcing
Vault Outsourcing helps Australian financial services firms build skilled offshore teams in the Philippines. We focus on cost efficiency, quality talent, and secure operations so you can scale without adding overheads. Our 30-day satisfaction period lets you test your team with no long-term commitment. If you are not seeing measurable results within the first month, you can stop. We tailor every offshore team to your business goals. Our specialists work with you to identify the skills, processes, and structure that give you the most impact. Your dedicated offshore team works only for you, fully aligned with your culture and objectives, so you get consistent results and measurable growth. Vault Outsourcing builds offshore teams in the Philippines that fit your operational goals, budget, and culture. We work with you to design a staffing plan that can scale steadily or accelerate quickly, depending on your needs. Our solutions cover accounting, compliance support, client services, and other back-office functions common in financial services. As an ISO-certified offshore provider, we operate with secure systems and transparent pricing, giving you confidence in both performance and cost control. Vault Outsourcing has been a significant for Classic Holidays. Since the beginning, Vault has provided us with impeccable service, consistent staff recommendations, and results. Having a team like Vault handle your back-office functions makes life easy for you as a company and allows you to focus on the real work instead of the more tedious tasks that can consume time and resources. Thank you for everything Vault! I would highly recommend the team at Vault Outsourcing. They are experts in BNPL, personal loans, fintech and all financial services. Our business has benefited immensely from our partnership with Vault – it has been highly cost-effective for us, the quality of personnel has been exceptional, and the service has been first class. Anyone who has concerns about outsourcing should put them aside and speak to Dean. It could be a significant for their business.
Credentials
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VBP Back Office Solutions, Inc.
Others claim to understand advice firms, we’re built for them. VBP was designed specifically for planners, accountants and brokers, with a global team backed by Australia’s most experienced financial services leaders. That means deep industry insight and execution you can trust. Others claim great people, we train for it. Every team member goes through our training Academy and they are backed by coaching, compliance and performance tracking the whole way. You get happy, professionally supported staff from day one. Others claim to care about values, but we’re certified for it. As a B Corp and founding member of the EOAP, VBP meets the highest global standards for ethics, transparency and impact; so you can partner with a business that puts purpose and performance on equal footing. Others churn. We don’t. Our global team stays longer, is better trained, more efficient and future-ready. Certified as a Great Place to Work™ since 2021, we deliver continuity without the hiring grind. We use human-centered AI ethically and transparently: you’ll always know when it’s in play because we will tell you. Our focus is enhancing a team’s performance, not replacing it; we are all about empowering our people and yours. We don’t just promise security, we’re ISO 27001 certified: the global gold standard for information security. Our systems and processes are designed to protect your data, comply with Australian privacy laws and give you complete peace of mind. Because when you outsource with us, security comes standard.
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Ventaja International Corporation
Ventaja International Corporation is a licensed Philippine fintech company that handles payment processing, collections, and remittance services for businesses and government agencies. As the largest overseas collection partner for SSS, Pag-IBIG, and PhilHealth, Ventaja manages contribution payments from Filipino workers across 69 countries, supported by 117 agents and more than 1,000 collection locations worldwide. Their payment gateway enables merchants and institutions to accept and process payments at scale, with API integration built for web and mobile platforms. The back-office infrastructure handles high transaction volumes reliably, and the team provides 24/7 customer support to both partners and end-users. Consecutive awards from SSS, Pag-IBIG, and PhilHealth for collection performance and transaction volume reflect a consistent delivery record across government and commercial accounts. Companies looking to outsource payment collection, government remittance processing, or merchant payment operations in the Philippines will find Ventaja's combination of regulatory standing and operational reach practical. Contact the team at bsy@payremit.com or through the website to discuss how their collections infrastructure can fit your business requirements.
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Virtual Staffing Solutions
Virtual Staffing Solutions (VSS), a Waterstone Company, is a global partner in Customer Experience, Digital Operations, and Workforce Solutions. With delivery centers across the Philippines, Colombia, and the United States, we help organizations scale efficiently, improve performance, and deliver better customer experiences through global talent and modern operational frameworks. Since 2018, VSS has grown to more than 2,700 team members supporting companies across the U. S., U. K., and beyond. What sets us apart is our ability to combine global scale with operational agility by integrating people, process, and technology to deliver measurable results, while staying grounded in a mission-driven culture focused on creating opportunity and long-term impact. VSS was able to staff and exceed continuously increasing targets on a monthly basis. We were so Impressed with their skill levels they now have career paths to pre qualifiers, funding advisor and even loan reconsideration specialist. They now even help with support positions in billing, collections, HR, recruiting, technical support, etc. VSS helped me consolidate front desks across our offices standardizing processes and optimizing the customer life cycles. Local staff now have more time to spend with patients focusing on their care. They also generated growth by reaching out to customers proactively for check-ups and asking for referrals. VSS worked with us to create a customer on-boarding journey that led to higher device installation rates. Then a customer strategy to keep patients engaged resulted in higher attrition and Improved satisfaction scores by assigning, “Engagement coaches”. The approach has helped us prevent numerous health issues. VSS Identified tier 1 traffic, documented the processes, developed standardized trouble shooting steps, and Increasing 1st call resolution by over 50%. The labor cost savings and reduced repeat calls allowed us to answer calls in under 60 seconds within budget.
Credentials
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Visaya Knowledge Process Outsourcing Corporation
Despite having a global reach, we at Visaya KPO maintain a local touch by understanding and catering to the unique needs of each market we serve. We believe in blending global best practices with local insights for optimal results. At Visaya KPO, we drive innovation with clear intent and meticulous execution. We continually seek new ideas to improve our services, ensuring they align with our mission and deliver tangible results. Our approach to customer service is deeply rooted in empathy. At Visaya KPO, we strive to understand our clients' needs thoroughly, delivering experiences that exceed expectations and build lasting relationships. We foster a nurturing environment that encourages team collaboration. We believe in growing together, supporting each other's professional development, and working as one to deliver exceptional services to our global clients. VISAYA KPO was conceived with the vision of amalgamating the resilient Filipino spirit and global best practices. The name VISAYA, derived from Sanskrit, signifies a ‘sense of fulfillment’ – a principle we embody and aspire to achieve. Our successes are well-earned through our diligent team efforts and strong client collaborations. From the outset, our focus has been on fostering robust partnerships, providing exemplary services, and contributing to our clients’ success. Our journey is marked by determination, zeal, and unwavering commitment to our vision. Today, VISAYA KPO is a testament to the extraordinary results possible when Filipino resilience meets international standards.
Credentials
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VXI Global Solutions
VXI Global Solutions is a customer care and CX outsourcing partner built to handle the full weight of client-facing operations. From omnichannel customer support to back office processing and IT outsourcing, VXI gives companies a reliable footprint in the BPO Philippines market without the overhead of standing it up themselves. What makes VXI worth a closer look is their range. They work across industries, meaning they have built the operational flexibility to support clients in retail, financial services, healthcare, technology, and beyond. Their Manila operations sit inside one of the strongest call center Philippines ecosystems in the region, giving clients access to a skilled, English-proficient workforce and an AI-ready BPO infrastructure that scales with demand. If you are evaluating outsourcing partners for customer support, back office, or IT functions, VXI is worth a direct conversation. Reach out to request more information or get a quote.
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Welsend Global Services
With our expertise, we ensure success and growth for your business. Gaining global reach with our 361 degrees promise of service. Our customer care services stretch beyond problem resolution. Providing inbound and outbound calls, live chat, and email support, we offer a proactive and thoughtful approach to exceed customer expectations, ensuring a seamless and superior interaction experience. Offering social media management and marketing services, we connect, engage, and delight customers online. We anticipate audience needs and exceed expectations, ensuring a vibrant and positive brand presence across various platforms. Harnessing the power of data, our services ensure its accuracy, security, and usability from data entry and cleaning to transformation, classification, and validation. We equip your business with a robust foundation for data-driven decisions. Through our staff augmentation services, we bolster your operational capacity. We provide skilled professionals who integrate smoothly with your existing team and align with your business culture, enabling effortless scalability. That’s where our 361° Degree Service comes in. It symbolizes our commitment to continuous improvement, to striving for that extra degree of effort in all we do. It’s about anticipating your needs, even before they arise. It’s about not just solving problems, but preventing them.
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Wipro Philippines
Wipro Philippines gives businesses access to a global IT services firm operating right in Manila, one of the most established outsourcing destinations in Southeast Asia. Whether you need IT outsourcing, back office support, or finance BPO, Wipro brings consulting, engineering, and operations depth that most BPO Philippines providers simply cannot match at scale. The team handles complex engagements across multiple industries, working as an extension of client operations rather than a transactional vendor. That means buyers get strategic input alongside execution, not just headcount filling seats. For companies evaluating an AI-ready BPO partner with genuine enterprise pedigree, Wipro Philippines is worth a serious look. Reach out directly to discuss your requirements and get a sense of how they would approach your specific outsourcing needs.
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Financial Services outsourcing: common questions
What buyers ask most when comparing financial services providers in the Philippines.
01What 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.
02How 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.
03Can 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, and POC. Or read the full BPO glossary.
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