Verified providers · Financial Services

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.

By BPOAI Editorial· Last updated:

Booth & Partners

Customer Support
Manila501-1000
Unclaimed

Booth & Partners gives growing businesses a faster, more practical path to outsourcing. Based in Manila, they build dedicated offshore teams across customer support, finance and accounting, IT, and back office operations, so clients get trained staff without the overhead of building those functions in-house. What sets them apart in the BPO Philippines market is the HR infrastructure behind every placement. Rather than just filling seats, Booth & Partners handles recruitment, onboarding, and ongoing people management, which means clients spend less time on HR logistics and more time on their core business. Their customer support and call center Philippines operations cover a broad range of industries, making them a practical fit whether you are in e-commerce, professional services, or technology. If you are exploring back office outsourcing or need an AI-ready BPO partner that can scale with your team, Booth & Partners is worth a conversation. Reach out to discuss your requirements and get a quote.

Customer SupportFinance BPOIT OutsourcingBack Office

Boutique Outsource Solutions

Staff Outsourcing & Team Building
Pasig1-504.8 · Google
Unclaimed

Boutique Outsource Solutions (BOS) is a family-owned BPO Philippines provider operating from Level 11, Wynsum Corporate Plaza in Ortigas Centre, Pasig City. The company specializes in building dedicated offshore teams for service-based businesses, with particular strength in the Australian market. Core offerings include specialist recruitment, HR management, back office support, and finance and accounting functions, all delivered from a secure facility with dual 150Mb/s internet connections and an encrypted firewall. The BOS model is built around direct access. When you work with BOS, you deal with Garry and Brendan Driscoll, the founders, not a rotating cast of account managers. That means faster decisions and a relationship grounded in real accountability. Their recruitment team uses aptitude and psychometric testing to match candidates to your specific requirements, and the in-house HR team manages the full employment lifecycle from onboarding through to ongoing wellness checks. BOS operates without lock-in contracts, so clients can grow their outsourcing footprint without long-term exposure. If you are evaluating outsourcing for the first time or looking to expand an existing offshore team, reach out to Garry and Brendan to get the conversation started.

Staff Outsourcing & Team BuildingRecruitment ServicesHR ManagementBack Office Support+2

Callbox

Lead Generation
Iloilo City4.1 · Google3.6 · Glassdoor
Unclaimed

Your pipeline fills with sales-ready leads and confirmed appointments. Your team closes the deals. Callbox's AI doesn't run in a single channel. It powers a unified intelligence loop across email, voice, social, and data, with human GTM expertise at every critical touchpoint. AI researches every prospect individually, their role, company news, and intent signals, then writes a genuinely unique email for each. Not mail merge. Not templates. True 1:1 at any volume. Callbox pairs AI voice agents, running 24/7 for high-volume transactional calls, with human SDRs who handle the consultative conversations that close deals. AI scales the volume. Humans drive the outcome. AI analyzes a prospect's recent posts, career transitions, and network activity before crafting each connection request and message. Every touch is timed and synced with email and voice for a coordinated multi-channel sequence. AI amplifies. Humans close. Teams pairing AI outreach volume with human consultative skill are 3.7× more likely to hit quota than those using either approach alone. Every Callbox program is built on that model.

Lead GenerationSales SupportAppointment SettingB2B Marketing+1

Callbox Inc. Davao

Lead Generation
Davao City4.7 · Google
Unclaimed

Your pipeline fills with sales-ready leads and confirmed appointments. Your team closes the deals. Callbox's AI doesn't run in a single channel. It powers a unified intelligence loop across email, voice, social, and data, with human GTM expertise at every critical touchpoint. AI researches every prospect individually, their role, company news, and intent signals, then writes a genuinely unique email for each. Not mail merge. Not templates. True 1:1 at any volume. Callbox pairs AI voice agents, running 24/7 for high-volume transactional calls, with human SDRs who handle the consultative conversations that close deals. AI scales the volume. Humans drive the outcome. AI analyzes a prospect's recent posts, career transitions, and network activity before crafting each connection request and message. Every touch is timed and synced with email and voice for a coordinated multi-channel sequence. AI amplifies. Humans close. Teams pairing AI outreach volume with human consultative skill are 3.7× more likely to hit quota than those using either approach alone. Every Callbox program is built on that model.

Lead GenerationB2B Appointment SettingSales SupportMulti-Channel Outreach+2

Callbox Philippines

Customer Support
Makati201-500
Unclaimed

Your pipeline fills with sales-ready leads and confirmed appointments. Your team closes the deals. Callbox's AI doesn't run in a single channel. It powers a unified intelligence loop across email, voice, social, and data, with human GTM expertise at every critical touchpoint. AI researches every prospect individually, their role, company news, and intent signals, then writes a genuinely unique email for each. Not mail merge. Not templates. True 1:1 at any volume. Callbox pairs AI voice agents, running 24/7 for high-volume transactional calls, with human SDRs who handle the consultative conversations that close deals. AI scales the volume. Humans drive the outcome. AI analyzes a prospect's recent posts, career transitions, and network activity before crafting each connection request and message. Every touch is timed and synced with email and voice for a coordinated multi-channel sequence. AI amplifies. Humans close. Teams pairing AI outreach volume with human consultative skill are 3.7× more likely to hit quota than those using either approach alone. Every Callbox program is built on that model.

Customer SupportBack Office

Capital One Philippines (C1PH)

Finance & Accounting
Muntinlupa4.6 · Google
Unclaimed

Capital One Philippines (C1PH) is the Muntinlupa-based global in-house center supporting Capital One, one of the largest financial services companies in the United States. From its Philippine operations hub, C1PH runs a wide spectrum of specialized functions: financial planning and analysis, fraud and disputes management, commercial client operations, data analysis, HR operations, cybersecurity, and enterprise supply management. These are not generic call center roles. They are skilled, domain-specific positions that put the Philippines at the center of a major bank's global delivery model. For anyone evaluating the maturity of BPO Philippines operations in the financial sector, C1PH is a useful benchmark. The outsourcing work handled here spans back office, technology, risk management, and people operations, reflecting the depth that a well-built captive center can achieve. The team holds a 4.6 rating from over 300 employee reviews, which speaks to the working environment as much as operational performance. Whether you are exploring offshore options in financial services or want to understand how high-skill back office and finance outsourcing works at scale in the Philippines, reach out to learn more about what C1PH has built in Muntinlupa.

Finance & AccountingData AnalysisRisk & Fraud ManagementTechnology Support+3

Citco International Support Services Limited - Philippine ROHQ

Fund Administration
Makati City4.8 · Google
Unclaimed

Citco International Support Services Limited operates its Philippine Regional Operating Headquarters in Makati City, serving as a critical operational hub for the Citco group's global fund administration and asset servicing business. Since 1948, Citco has been the operational backbone for some of the world's most complex investment funds, and the Manila ROHQ extends that capability across the Asia-Pacific region. The Philippine office supports Citco's core offerings in fund administration, middle office services, and back office financial operations, making it a significant presence in the BPO Philippines landscape for financial services outsourcing. The team works across private markets, hedge funds, and hybrid fund structures, with growing capabilities in AI and data automation that position Citco Recognised at the With Intelligence Hedge Fund Services Awards APAC 2026 and the Hedgeweek European Awards 2026 for middle office excellence, Citco brings award-winning service quality to its Philippine operations. If you are an asset manager or fund operator looking for specialist outsourcing support in the region, connect with the Citco Philippines team to explore how they can support your operational needs.

Fund AdministrationMiddle Office ServicesFinancial Back OfficeAsset Servicing+2

Clark Data Center, Inc.

Data Capture & Digitization
Angeles3.0 · Google
Unclaimed

Managing your workforce has never been easier with our modern workforce management system. We use advanced face recognition technology to streamline timekeeping and provide accurate employee records. With our intuitive platform, you’ll be able to track productivity and make data-driven decisions to optimize your operations. Our objective is to streamline the sales process for motor vehicle manufacturers and dealers. With a more efficiently implemented sales process of motor vehicles, the Filipino public will be the ultimate beneficiary. When the digital repository of this government regulatory body failed to function properly, they decided that it’s time to modernize. We took on the challenge and replaced their faulty system. ( Read more…) Streamlining credit card applications is the goal of this historical bank. Customer data inconsistencies and missing documents are only a few causes why their credit card applications processing needed to be upgraded to resolve the delays. After doing an audit of their 50,000 cell sites, this large wireless network operator needed to find out whether they’re paying the right amount of lease payments. They wanted to ensure that they remained profitable and that their costs are tightly controlled. (Read more…) Our commitment to driving progress extends beyond borders. We are a trusted partner for both the private and public sectors across diverse markets globally.

Data Capture & DigitizationData Sanitation & MigrationKYC & Electronic OnboardingApplication Integration+3

Cognizant Iloilo

IT Outsourcing
Iloilo1000+
Unclaimed

Cognizant's Iloilo center gives businesses access to IT outsourcing, back office operations, and finance BPO services from one of the most established names in the industry. For companies looking to outsource to the Philippines without sacrificing quality or accountability, this is a serious option worth considering. The Iloilo facility handles a range of work, from technical IT functions to finance and accounting processes and general back office support. Whether you're exploring BPO Philippines options for the first time or looking to consolidate outsourcing with a proven provider, Cognizant Iloilo is worth a closer look. Connect with their team to discuss your requirements and see how their Iloilo operations can support your goals.

IT OutsourcingBack OfficeFinance BPO

Cognizant Philippines

IT Outsourcing
Manila1000+4.4 · Google
Unclaimed

Cognizant Philippines gives businesses a direct path to modernizing how they operate, without the cost and complexity of building those capabilities in-house. Based in Manila, Cognizant delivers IT outsourcing, back office processing, and finance BPO services to clients across a wide range of industries. It brings consulting-grade thinking to the outsourcing model, helping clients rearchitect processes rather than simply offload them. The team handles everything from back office functions to technology transformation, with the depth to address real operational complexity. Companies evaluating BPO Philippines providers will find that Cognizant offers more than the typical call center Philippines model. Customer support is one piece of a much larger capability set here, backed by global delivery infrastructure and serious technology expertise. Reach out to explore how they can support your outsourcing strategy.

IT OutsourcingBack OfficeFinance BPO

Cognizant Philippines - Science Hub Tower 4

IT Outsourcing
Taguig1000+4.2 · Google
Unclaimed

Cognizant Philippines brings enterprise-grade technology and business process expertise to companies looking for reliable outsourcing in the Philippines. Operating from Science Hub Tower 4 in Taguig, this location is part of Cognizant's global delivery network, which means clients get access to deep engineering talent and proven AI-enabled workflows without building it in-house. The team specializes in connecting AI capabilities to real business outcomes, covering IT outsourcing, back office operations, customer support, and digital engineering. Whether you need a call center Philippines presence, end-to-end BPO Philippines delivery, or specialized technical support, Cognizant's Taguig hub is equipped to handle complex, high-volume programs across multiple industries. If you're evaluating BPO partners in the Philippines and want a provider with global infrastructure and a strong local team, Cognizant Philippines is worth a direct conversation. Reach out to discuss your requirements and request a quote.

IT OutsourcingCustomer SupportBack OfficeTechnical Support+3

Concentrix

Customer Support
Quezon City1000+4.5 · Google3.9 · Glassdoor
Unclaimed

Concentrix is a Fortune 500 technology and services company with a major delivery center in Quezon City, making it one of the most established names in BPO Philippines. Organizations looking for customer support, technical assistance, or back office solutions at scale consistently turn to Concentrix for its global footprint and operational depth. From its Philippines base, Concentrix manages customer experience programs, sales support, content moderation, and data analytics for clients in technology, healthcare, financial services, and retail. The call center Philippines operations run across voice, chat, and digital channels, with teams equipped to work alongside AI-ready workflows that improve speed and quality of service. Concentrix earned a spot on the Fortune 500 for the third consecutive year and received Comparably recognition in 2026 for leadership and career development, reflecting a company that invests in its people as much as in client outcomes. If you are evaluating outsourcing partners that combine scale with a strong talent culture, connect with Concentrix to explore what a partnership could look like.

Customer SupportTechnical SupportBack Office OperationsContent Moderation+3

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, and POC. Or read the full BPO glossary.

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