Financial Services BPO in the Philippines

Transcom is a global customer experience outsourcing company with operations in the Philippines, built for clients who need consistent, measurable results across high-volume programs. From fintech and telecommunications to healthcare, consumer electronics, and retail, Transcom delivers end-to-end customer support, technical support, content moderation, trust and safety, and back office services across 99+ languages in 25+ markets. As a BPO Philippines partner, Transcom combines AI-powered tools with trained agents to cut resolution times, improve satisfaction scores, and reduce operating costs. Published client results include a 45% reduction in resolution time for a luxury brand, €500,000 in monthly savings for a European telco, and over 16 years of proven CX partnership with a global fintech leader. The company holds ISO 9001, ISO 27001, PCI DSS, SOC 2, and TISAX certifications, and earned recognition from ISG Provider Lens, Everest Group, and NelsonHall in 2025. For businesses looking to scale call center Philippines operations or outsource customer experience functions without compromising compliance or quality, Transcom is worth a conversation. Reach out to their Bacolod team to discuss your program.

TTEC Holdings brings over 40 years of customer experience expertise to enterprises that need more than a standard call center. Operating through two integrated segments, TTEC Digital handles CX technology and platform delivery while TTEC Engage runs the actual customer care operations, giving clients a single partner for the full stack. Their proprietary Humanify® cloud platform sits at the center of everything, and near-100% AI adoption across their operations means clients aren't waiting for an AI-ready BPO, they're already working with one. As a Microsoft AI Inner Circle partner, TTEC delivers AI-powered customer support, technical support, and back office solutions at enterprise scale. Their outsourcing model spans multiple industries, making them a practical choice for large organizations looking to consolidate CX operations under a provider that has already done the hard work of integrating AI into day-to-day delivery. If your business is evaluating customer experience outsourcing and wants a proven partner rather than a pilot program, TTEC is worth a direct conversation. Reach out to request more information or get a quote.

Ubiquity Global Services is a BPO Philippines provider built for companies that need more than a vendor. They deliver customer experience, back-office operations, compliance, and sales support to over 350 clients across finance, healthcare, retail, and technology, maintaining a 96% client retention rate and 99% quality and compliance scores. Every Ubiquity team runs on Aigent, their proprietary AI layer trained on real contact center data. Aigent builds onboarding playbooks from client data, delivers real-time coaching on every interaction, and shortens handle times without sacrificing quality. It is the infrastructure behind faster ramp-ups and consistently high CSAT. Their BreakthroughIQ methodology takes each engagement through discovery, custom solution design, and ongoing optimization, so the outsourcing relationship adapts as the client's business changes. Services span customer care, technical support, non-voice and back office work, identity verification, claims processing, chargeback management, data annotation, and HIPAA-compliant medical billing and coding. Whether you need a call center Philippines partner for high-volume customer support or a specialized team for regulated industries, Ubiquity is worth a conversation. Reach out to request a custom ROI estimate.

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.

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.

VA Masters is a Philippines-based virtual assistant recruitment firm that connects businesses across the US, Canada, UK, Australia, and Europe with dedicated, pre-vetted Filipino talent. With more than 1,000 placements completed and a candidate database of over 400,000 pre-assessed applicants, the company offers a direct path to hiring skilled remote workers at a fraction of local costs. Businesses typically save up to 80% compared to equivalent hires at home. The firm covers a wide range of outsourcing roles: administrative support, customer support, finance and accounting, digital marketing, graphic design, and technical positions. Whether a company needs a dedicated inbox manager or a qualified bookkeeper, VA Masters builds each search around the specific role. The agency runs custom skills testing for every hire rather than pulling from a generic pool, which is something most standard VA agencies skip entirely. VA Masters has placed virtual assistants across 14 or more industries, including real estate, e-commerce, digital marketing, fintech, and healthcare. Real estate firms use their VAs for property management and tenant coordination. E-commerce brands bring them on for design and operations support. Digital marketing agencies have reported up to 80% cost reductions, while fintech clients rely on placed VAs for QA testing and administrative workflows. What separates the process is the depth behind each placement. Every candidate goes through a 6-stage vetting process that screens a large applicant pool down to the top 2 or 3 people for the client to interview. Despite that screening depth, first candidates are typically delivered within 2 business days, made possible by AI-powered candidate matching technology. Pricing is transparent: hourly rates run from $6.50 to $15 USD depending on role and experience, which translates to roughly $1,040 to $2,400 per month for full-time support. There are no upfront fees, and every placement includes a free replacement guarantee along with ongoing HR and performance management after the hire. For companies looking to grow their remote teams through BPO Philippines without the overhead of local recruitment, VA Masters offers a focused, no-risk entry point. Reach out to their team to get qualified candidates in front of you within two business days.

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.

VAP (VA Platinum) Cebu | Outsourcing Experts is the Cebu delivery site of VA Platinum, an outsourcing and offshore staffing provider that builds dedicated teams for Australian businesses. Buyers get a virtual assistant or back-office team that is sourced, trained, and managed on their behalf, rather than coordinating a pool of freelancers directly. Core services include virtual assistant support, back office processing, customer support, finance and accounting, healthcare BPO, IT outsourcing, and legal and compliance support. On its own site the company groups its offer under global talent placement, a training academy that covers role-specific onboarding and ongoing coaching, and systems and automation work aimed at how offshore teams operate day to day. Recruitment is described as matching candidates to the skills, values, and work practices a client's operation needs, rather than filling a seat with the first available person. Clients are concentrated in financial services, with specific experience across mortgage broking, financial planning, and accounting and bookkeeping, alongside healthcare, real estate, ecommerce, and legal services. The company's own site also lists construction, insurance, migration and legal services, not-for-profit operations, and general administration and customer service among the sectors it supports, pointing to a client base built mainly around regulated Australian professional and financial firms. VA Platinum was founded in 2017 and operates from offices in Melbourne and Cebu, with the Cebu site handling offshore delivery for Australian clients. It holds ISO 27001 certification and describes device restrictions and around-the-clock security monitoring as part of how it protects client data, along with structured workflows and communication channels meant to keep onshore and offshore teams aligned, plus ongoing performance reviews once a team is in place. For Australian businesses looking to offshore roles across finance, healthcare, real estate, or legal support, VA Platinum's Cebu operation offers a structured route to a dedicated offshore team rather than an ad hoc hire.

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.

VBP Back Office Solutions, Inc. Operates from Cagayan de Oro City as part of the global delivery team behind Vital Business Partners (VBP), an outsourcing and consulting provider built specifically for financial advice firms, accounting practices, and mortgage broking businesses in Australia. Buyers engaging VBP get dedicated support staff who work inside their existing workflows, handling data entry, compliance-adjacent administration, and advice production tasks so in-house advisers and principals can focus on client-facing work. The core service lineup covers paraplanning, where advice production specialists prepare accurate and timely documentation for financial advisers; financial planning assistance, focused on data entry and administrative support across advice workflows; accounting and bookkeeping, including invoicing, reconciliation, and payroll administration alongside Australian-trained accounting support; and mortgage broking support, where assistants work alongside brokers on administrative, servicing, and lodgement tasks. Back office operations extend into project management for technology initiatives, data analysis, and marketing delivery. Intelligent automation rounds out the offering, applying automation to reduce manual work and improve accuracy, with client teams reported to gain more than 700 hours of monthly capacity through the automation work. VBP's client base sits entirely within financial services, specifically advice firms, accounting practices, and mortgage broking businesses in Australia. VBP describes itself as the outsourcing partner behind more than 250 Australian advice firms, working within the compliance and regulatory context specific to financial advice delivery rather than general administrative outsourcing. Operationally, VBP is ISO 27001 certified for information security, and describes its systems and processes as designed to meet Australian privacy law requirements. The company holds B Corp certification and is a founding member of the EOAP, and it has held Great Place to Work certification since 2021. Staff supporting these accounts are trained through an internal program, Academy VBP, before and during client work, and VBP states that its use of AI in service delivery is disclosed to clients rather than applied invisibly. For advice firms, accounting practices, and mortgage broking businesses looking to add offshore capacity without losing oversight of compliance-sensitive work, VBP Back Office Solutions, Inc. Positions its Cagayan de Oro team as an extension of the client's own operation, covering paraplanning, financial planning assistance, bookkeeping, mortgage broking support, and automation from one provider.

Vintazk Outsourcing provides dedicated offshore teams for customer support, back-office operations, virtual assistance, and technical support.

Virtual Staffing Solutions (VSS), a Waterstone company, is a business process outsourcing provider with a site in Ormoc City, Leyte, offering customer experience, digital operations, and global workforce solutions to organizations in the US, UK, and beyond. Operating since 2018, the company has grown to more than 2,700 team members across delivery centers in the Philippines, Colombia, and the United States, working with more than 75 clients across industries such as healthcare, financial services, retail, and technology. The Ormoc City listing covers customer support and contact center operations, including omnichannel engagement across voice, chat, email, and SMS, alongside sales, retention, and customer care programs supported by quality assurance, coaching, and performance analytics. Back office and data operations extend to data entry, order processing, administrative work, and accounting, with overnight and follow-the-sun workflows for round-the-clock processing. AI and automation capabilities include AI-assisted workflows, conversation analytics, and integrations with CRM and IVR systems, aimed at reducing resolution times and cost to serve. Finance and accounting services span accounting, payroll, billing and receivables, and reporting and forecasting, while global staffing offers multilingual customer and operational staffing with flexible scaling models. Healthcare clients are served through nurses and remote patient monitoring, clinic administration and scheduling, and insurance, billing, vaccine scheduling, and claims verification support. Financial services work includes loan sales and approvals, accounting and payroll, billing and receivables, and financial reporting and forecasting. The company also references work across retail and technology sectors as part of its broader client base. Delivery is spread across five global geographies, with the Ormoc City site located at Chinatown East Gate on Lilia Avenue, Brgy. Cogon. Coverage models include daytime, nighttime, and 24/7 support, and delivery environments are described as PCI, SOC 2, and HIPAA compliant. Virtual Staffing Solutions positions itself as an extension of its clients' operations, combining staffing, process design, and technology across contact center, back office, and finance functions from its Philippines-based delivery network.