Financial Services BPO in the Philippines
190 verified companies
Taken together, banking, fintech, and insurance clients account for one of the deepest verticals in this directory — well over 150 companies serve financial services in some form. Fintech is the growth engine: KYC review, fraud and dispute operations, and customer support for digital-first finance brands.
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.
Transcom Bacolod
Transcom is a global customer experience company delivering outsourcing services from the Philippines and dozens of markets worldwide. For BPO Philippines buyers, the Bacolod facility brings the same enterprise-grade quality the brand is recognized for, covering customer support, technical support, content moderation, trust and safety services including KYC and fraud prevention, and AI-powered CX transformation. Operations run 24/7 across 99+ languages, backed by PCI DSS, SOC 2, ISO 9001, and ISO 27001 certifications. The client roster spans fintech, telecommunications, healthcare, consumer electronics, automotive, and retail. Documented results include a 16-year call center partnership with a global payments leader, a 45% resolution time improvement for a luxury appliance brand, monthly savings of €500,000 for a major European telco, and 13 years supporting millions of patients in 180 countries for a pharmaceutical company. These outcomes come from pairing trained agents with AI automation and a process discipline that analyst firms including ISG, Everest Group, and NelsonHall have consistently recognized. If you are looking for a customer support or back office outsourcing partner that ties every engagement to measurable results, Transcom Bacolod is worth a conversation. Reach out to discuss your CX goals.
Credentials
No credentials yet
Transcom Philippines
Transcom Philippines delivers reliable customer experience outsourcing for businesses that need consistent, professional service at scale. Based in Manila, the team handles customer care, technical support, sales, and collections, along with finance BPO and back office operations, making it a capable partner for companies expanding their support footprint across multiple industries. Whether you need a dedicated customer support function or structured back office processing, the operation is designed to fit your existing workflows. The Manila location gives clients access to a strong English-speaking talent pool at competitive outsourcing rates. Transcom works across industries, adjusting its service model to match different customer journeys and operational requirements. If you're comparing BPO Philippines providers, get in touch with Transcom to talk through your needs and request a quote.
Credentials
TTEC Holdings
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.
Credentials
Ubiquity Global Services
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.
Credentials
No credentials yet
Ubiquity Philippines
Ubiquity Philippines gives financial services companies and fintechs a reliable outsourcing partner for the moments that matter most to their customers. From Taguig, their teams handle customer support, back office operations, and finance BPO work with the kind of consistency that keeps clients coming back. As a BPO Philippines provider focused on financial services, Ubiquity understands that accuracy and trust are non-negotiable in this space. Their customer support and back office capabilities are built to handle volume without losing quality, whether that means processing transactions, resolving account issues, or supporting complex financial workflows. For companies moving toward more automated operations, Ubiquity is positioned If you are looking for a call center Philippines partner that knows financial services inside out, Ubiquity is worth a conversation. Reach out to request a quote or learn how they can fit into your operations.
Credentials
Unity Communications
Unity Communications has been helping small and medium businesses grow through outsourcing since 2009. Based in Taguig, Philippines, with support centers across the U. S. And Mexico, the company handles accounting, IT helpdesk, data entry, and call center services so your internal team can stay focused on core priorities. ISO 27001 certified and recognized as a Great Place to Work, this BPO Philippines provider takes both data security and staff culture seriously. Back office and customer support teams serve clients across finance, healthcare, e-commerce, technology, and real estate. Dedicated agents are assigned to your account, which means faster onboarding and fewer handoff errors as your needs evolve. Unity Communications also offers Employer of Record services alongside traditional BPO, making it a practical single-partner option for companies that need both operational and workforce flexibility. If you're evaluating outsourcing options or want to see how an AI-ready BPO operation handles your workload, book a free discovery call to get the conversation started.
Credentials
No credentials yet
VALUE Virtual Assistants
VALUE Virtual Assistants connects businesses with skilled Filipino professionals through fully managed remote staffing solutions, helping companies cut labor costs by more than 70% without sacrificing quality. Based in Makati City, the agency pairs clients with virtual assistants who meet Japanese work standards, covering everything from recruitment and onboarding to ongoing HR management and performance monitoring. Rates start at $7 per hour, making this a practical outsourcing option for startups and growing businesses that need structured support without the overhead of in-house hiring. The service range is broad. Clients can staff roles in customer support, lead generation, and e-commerce operations, as well as specialized positions in healthcare billing, IT and software development, financial services, legal assistance, and digital marketing. Real estate agencies, medical practices, professional services firms, and tech companies are among the business types regularly served through the platform. If you are looking for a cost-efficient way to scale your team with reliable Filipino talent through a BPO Philippines provider that handles the administrative load end-to-end, VALUE Virtual Assistants is worth a conversation. Reach out to request a quote or consultation.
Credentials
No credentials yet
VAP (VA Platinum) Cebu | Outsourcing Experts
VA Platinum is a Cebu-based BPO Philippines provider specializing in offshore team-building for Australian businesses, with particular expertise in financial services, mortgage broking, accounting, and insurance. Over 8 years, they have helped more than 370 clients cut operational costs by 50 to 70% without sacrificing quality or compliance. Their approach goes beyond standard outsourcing. VA Platinum builds dedicated, full-time teams trained in Australian industry requirements, including ASIC compliance, and equips them with AI automation to maximize output. From back office processing and customer support to healthcare administration, real estate, legal, and eCommerce operations, they cover functions across 30+ industries. Every engagement includes talent acquisition, a structured training program, and an assigned success manager. With 800+ team members placed across finance, construction, not-for-profit, and more, VA Platinum operates If you want to scale without the overhead of local hiring, reach out to VA Platinum to discuss your team requirements.
Credentials
No credentials yet
Vault Outsourcing
Vault Outsourcing connects Australian financial services businesses with dedicated offshore teams in the Philippines, giving you the capacity to scale without adding overhead. The company specialises in BPO Philippines solutions built around credit underwriting, debt collections, data analysis, accounting, compliance support, and client services. Every engagement is structured around your specific operations, not a generic package. Each offshore team works exclusively for your business. Vault handles IT, HR, payroll, and facilities so your back-office operations run from day one. As an ISO-certified outsourcing provider, they maintain secure systems and transparent pricing, which is particularly important when sensitive financial data is involved. A 30-day satisfaction period means you can start building your team without locking into a long-term contract. Whether you need one specialist hire or a full offshore back-office function, Vault Outsourcing builds around your culture, processes, and goals. Get in touch to discuss your staffing requirements or request a quote.
Credentials
VBP Back Office Solutions, Inc.
VBP Back Office Solutions is a BPO Philippines provider built specifically for financial advice firms. Based in Cagayan de Oro City, VBP delivers paraplanning, financial planning assistance, accounting, bookkeeping, and mortgage broking support, with each team member trained through Academy VBP and supported by Australian-based leadership. Unlike generalist outsourcing providers, VBP works inside your existing systems and CRM rather than pulling work into a separate environment. Your data stays on your side at all times, protected by strict access controls and ISO-aligned security practices. Intelligent Automation is embedded directly into client workflows, combining AI and human oversight to speed up repetitive tasks and improve consistency across back office operations. For advice firms ready to scale without reactive hiring, VBP offers a clear, practical outsourcing path. Most firms onboard a dedicated team member within weeks. Analysis across VBP's client base shows up to 94% of back-office tasks can be outsourced, with some firms recovering more than $60,000 in annual capacity value. Reach out to explore what a stronger operating model could mean for your firm.
Credentials
No credentials yet
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.
Credentials
No credentials yet
Virtual Staffing Solutions
Virtual Staffing Solutions (VSS) is a Philippines-based BPO that helps organizations modernize customer experience, run back office operations, and scale global teams without sacrificing quality or compliance. With over 2,700 employees across five global geographies and 75+ clients served, VSS functions as a strategic extension of each client's business rather than a generic outsourcing vendor. The company's service lineup covers omnichannel contact center operations (voice, chat, email, and SMS), AI-assisted automation and workflow modernization, finance and back office processing, multilingual global staffing, and CRM and IVR integrations. Delivery meets PCI, SOC 2, and HIPAA standards, making VSS a practical choice for compliance-sensitive clients. Coverage options run from standard business hours to overnight and full 24/7 follow-the-sun models. As a faith-based call center Philippines organization, VSS pairs performance accountability with a mission-driven culture that tends to produce lower turnover and more consistent service. Pricing is transparent with no upfront fees and flexible contract terms. If you are comparing outsourcing options, VSS is worth a direct conversation.
Credentials
No credentials yet
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
Run a BPO offering financial services services that is not listed here? Get listed for free.










