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.
VirtualStaffManagement
Virtual Staff Management (VSM) is a remote staffing and outsourcing company helping businesses access experienced, reliable professionals without the cost and complexity of traditional hiring. Since 2018, VSM has provided remote talent across administration, executive assistance, customer service, sales, bookkeeping, marketing, SEO, web development, technical support, and other specialized roles. We combine skilled people, practical technology, and AI-enabled workflows to help businesses reduce repetitive work, improve efficiency, and give owners and teams more time to focus on growth.
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Visaya Knowledge Process Outsourcing Corporation
Visaya Knowledge Process Outsourcing Corporation is a business process outsourcing and AI-augmented operations provider based in Ortigas Center, Pasig City, Metro Manila. The company positions itself Buyers considering Visaya get access to a combined offering of contact center support, back office processing, healthcare-specific administrative services, and finance and accounting functions, delivered by teams that also apply AI process augmentation to the work. Visaya's service lines cover customer experience and contact center work, including customer contact consulting and back office support alongside technical support. Its healthcare division handles revenue cycle management, medical coding, records retrieval, and clinical support. On the finance and accounting side, the company provides accounts payable, accounts receivable, financial reporting, and bookkeeping. These are supplemented by an AI and automation practice covering AI process augmentation, AI assistants and agents, and workforce-focused tools described on its site as SkillTech, Qual-IT, and SmartPay. The company's stated industry focus includes healthcare and finance and banking, alongside communications, media and technology, and retail and ecommerce. Its healthcare and finance service lines point to clients that need regulated, process-heavy support, such as medical billing and coding, records handling, and financial close and reconciliation work, rather than only general customer service outsourcing. Visaya delivers from Ortigas Center in Pasig, with additional delivery sites in Dumaguete, Bacolod, and Las Vegas. The company states it holds SOC 2 Type II and HIPAA compliance, and describes close to two decades of operations experience that it has more recently rebuilt around AI-enabled processes. It also states it provides support across time zones on a 24/7 basis. For buyers evaluating outsourcing partners for healthcare administration, finance and accounting, or contact center operations, Visaya presents itself as a Philippine-based provider that pairs established back-office and healthcare process delivery with AI and automation built into the service.
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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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WNS Global Services
WNS Global Services is a business process management and digital-led business transformation provider, with this listing representing its site in Mumbai, India. Buyers evaluating WNS gain access to a large, established outsourcing operation spanning analytics, finance and accounting, customer experience, human resources, procurement, and technology-enabled services, with a workforce of 1,000 or more. Its service lines include insurance BPO, finance and accounting, healthcare BPO, travel and hospitality BPO, and customer interaction management. Within finance and accounting, WNS covers record-to-report, procure-to-pay, and quote-to-sustain processes, alongside governance, risk and compliance work such as fraud and risk analytics, regulatory compliance and risk reporting, and third-party risk management. Its capability set also extends into human resources administration, covering benefits, compensation, payroll administration, recruitment services, and workforce management, as well as procurement services such as category management, sourcing, and supplier management, and data and analytics work including business intelligence, data engineering, and data governance. WNS serves industries including insurance, healthcare, banking and financial services, travel, and retail. In insurance, its work covers life and annuity services, property and casualty services, claims management, insurance analytics, insurance-specific finance and accounting, and underwriting solutions. In healthcare, it provides payer services such as benefits administration, care management, clinical operations, healthcare claims, medical bill review, and member engagement, along with provider-side revenue cycle management. In banking and financial services, it supports capital markets operations, commercial and retail banking, mortgage operations, credit risk management and underwriting, and financial crime and compliance. This Mumbai site operates within a wider global delivery network. WNS has locations across Africa, including South Africa; the Americas, including Canada, Costa Rica, and the United States; Asia-Pacific, including Australia, China, India, Malaysia, Sri Lanka, and the Philippines; and Europe and the Middle East, including Poland, Romania, Spain, Turkey, the United Arab Emirates, and the United Kingdom. For buyers assessing outsourcing partners, WNS Global Services presents a broad, multi-industry service catalog concentrated in insurance, healthcare, and financial services, delivered from a multi-country operating base that includes this Mumbai, India site.
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WNS Iloilo
WNS Iloilo brings the discipline of global business process management to one of the Philippines' most capable outsourcing cities. Operating as part of the broader WNS network, this center handles back office operations and finance BPO work for clients across multiple industries, giving buyers access to structured, well-governed processes without the overhead of building them in-house. For companies looking to outsource finance and accounting functions or complex back-office workflows, WNS Iloilo offers a delivery model backed by global standards. The Iloilo talent market is known for its educated, English-proficient workforce, and WNS has built its presence there to take full advantage of that. This is BPO Philippines at a professional tier. Whether you need transaction processing, financial reporting support, or broader back office coverage, the team here is built to handle volume and complexity. As organizations increasingly look for AI-ready BPO partners who can adapt alongside changing technology, WNS Iloilo's foundation in process rigor makes it a practical choice for the long term. If you're evaluating outsourcing options for finance or back office operations, reach out to start the conversation and get a sense of how WNS Iloilo can fit your needs.
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Xignex Digital Solutions
Xignex Digital Solutions is a Cebu City-based BPO outsourcing provider with 200 dedicated agents covering customer support, technical helpdesk, back-office processing, sales development, finance and accounting, healthcare BPO operations, virtual assistance, and IT support around the clock. The operations floor runs 24/7, 365 days a year, making Xignex a full-coverage call center Philippines partner for businesses that need reliable offshore capacity without building it in-house. Every engagement starts with a structured discovery process. Before any agent goes live, the Xignex team studies your workflows, escalation paths, tone of voice, and KPIs. From quote to live operations takes two to four weeks, with dedicated account management and weekly performance reporting included from day one. Average pick-up time sits under 22 seconds, and the team is built to perform in your timezone. For e-commerce brands, SaaS companies, healthcare providers, and finance teams looking to scale through BPO Philippines outsourcing, Xignex offers custom per-seat pricing and a 24-hour quote turnaround with no commitment required. Request a quote to see a proposed team structure and start date within one business day.
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YML Group Outsource Manila Inc
YML Group Outsource Manila Inc is the Quezon City-based office of YML Group, an integrated professional services business spanning accounting, finance, business services and legal work. Buyers engaging the company gain access to accountants and finance professionals who support the group's specialised divisions, with services that can be accessed individually or combined depending on what a client needs. The listing's services line up with YML Group's core divisions: Chartered Accountants for accounting and financial services work, Financial Planning and Super Solutions for superannuation and retirement planning, Finance for business finance matters, Business Services for back office and administrative support, and Legal for legal support tied to financial and business affairs. Published content from the company covers areas such as GST registration, refinancing and business finance options, self-managed superannuation fund (SMSF) setup and property purchases made through super, and succession planning for small business owners, giving an indication of the advisory and compliance work these divisions carry out. The company's content points to two main areas of client work: financial services support for individuals and small-to-medium business owners managing accounting, tax, finance and superannuation needs, and property-related work carried out through structures such as self-managed superannuation funds used to purchase residential or commercial property. This lines up with the Financial Services and Real Estate industries listed for the company, with clients ranging from business owners handling GST and succession planning to individuals in their 50s and older reviewing superannuation and retirement options. YML Group operates across three locations: Bondi Junction in Sydney, Manila in the Philippines, and Beijing in China, with the Manila office forming this listing. The group was established in 1993 and has since added specialised divisions, including Chartered Accountants, Financial Planning, Super Solutions, Finance, Innovation, Business Services and Legal, with each division developed in response to client needs as the firm grew. YML Group Outsource Manila Inc gives buyers a Philippines-based point of contact within this wider professional services structure, covering finance, accounting, back office, legal and advisory work for financial services and property-related clients.
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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, POC, and BAU. Or read the full BPO glossary.
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