Verified providers · Financial Services

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.

ConnectOS

Back Office
Mandaluyong1000+AI-Ready
Verified

ConnectOS builds dedicated offshore teams for businesses that need real operating capacity without the overhead of local hiring. Based in Mandaluyong, they cover back office operations, IT outsourcing, and finance BPO, so companies can consolidate multiple functions under one outsourcing partner rather than juggling several vendors. The model is straightforward: your dedicated staff work exclusively for your business, not as shared resources split across multiple clients. They learn your workflows, adapt to your tools, and operate with the consistency you would expect from an in-house department. As a BPO Philippines provider focused on dedicated team builds, ConnectOS also suits companies looking for an AI-ready BPO setup, since teams can integrate with modern tech stacks and automated workflows from day one. ConnectOS serves clients across a broad range of industries. If you are ready to explore outsourcing, contact them to discuss your requirements and get a proposal.

Back OfficeIT OutsourcingFinance BPO

ConnectOS Philippines

IT & Technical Support
Mandaluyong City
Unverified

ConnectOS is a Philippines-based offshoring company that connects Australian, US, and global businesses with skilled remote professionals across more than 80 job functions. From IT service desk and cloud operations to bookkeeping, tax accounting, and financial planning support, the company covers the full spectrum of back-office and operational needs. Their roster also spans customer care, digital marketing, legal support, healthcare administration, and sales development, giving clients a single source for building distributed teams. Based in Mandaluyong City, ConnectOS operates as a full-service BPO Philippines partner rather than a narrow staffing vendor. Clients can hire individual contributors or entire departments, with roles ranging from entry-level call center agents to senior software engineers, solutions architects, and program management executives. The breadth of specialisations, including paralegal work, broker support, and investment operations, makes ConnectOS a strong fit for professional services firms that need more than generic outsourcing. With a 4.9-star rating across 275 reviews, the company has a clear track record of consistent delivery and candidate quality. Contact ConnectOS to discuss your requirements or request a quote.

IT & Technical SupportFinance & AccountingCustomer SupportVirtual Assistant & Admin+3

Connext Global Solutions

Back Office
Manila201-500AI-Ready
Verified

Connext Global Solutions gives finance and healthcare companies a faster, more cost-effective way to build dedicated offshore teams in Manila. Whether you need back office support, financial process outsourcing, or healthcare BPO operations, Connext handles the staffing so your in-house team can focus on higher-priority work. Working from the Philippines, Connext serves clients across multiple industries who need dependable outsourcing without the overhead of building local capacity. The team covers financial operations and compliance support through to healthcare administration, making it a practical choice for companies that want experienced staff without the complexity of managing them directly. If you are exploring BPO Philippines options or looking to expand an existing back office function, Connext Global Solutions is worth a conversation. Reach out to discuss your requirements and request a quote.

Back OfficeFinance BPOHealthcare BPO

Datamatics Philippines

Back Office
Manila1000+AI-Ready
Verified

Datamatics Philippines gives enterprises a direct path to smarter operations, without sacrificing control or quality. From back office processing and finance BPO to IT outsourcing and customer support, the Manila team handles the operational weight so your core business can move faster. What sets Datamatics apart in BPO Philippines is its depth in digital operations. The company combines robotic process automation, intelligent document processing, and contact-center transformation into a single delivery model. That approach makes it one of the few genuinely AI-ready BPO providers in the Philippines, not just an outsourcing vendor adding technology as an afterthought. More than 300 global enterprises across a wide range of industries already rely on this model. If you are exploring a call center Philippines partnership or need a back office team with real automation capability, Datamatics is worth a closer look. Get in touch to request more details or discuss a quote.

Back OfficeIT OutsourcingFinance BPOCustomer Support

Datumstruct Philippines Inc.

Data Center Infrastructure
Makati City
Unverified

Datumstruct Philippines Inc. Delivers enterprise IT infrastructure across the Asia Pacific region, giving organizations the technical foundation they need to run demanding, always-on operations. Founded in 1999 and originally established as an IT product distributor in Singapore, the company has grown into a full-spectrum solutions provider covering data center IT infrastructure, command centre systems, workspace solutions, environmental technology, and autonomous robotics. Based in Makati City, Datumstruct supports the physical and digital environments that BPO Philippines operations depend on. Call center Philippines facilities, back office hubs, and outsourcing campuses rely on the kind of infrastructure Datumstruct builds and manages, from the data center floor to the workspace layout. Their robotics and automation capabilities also make them a relevant partner for companies moving toward AI-ready BPO models. With over two decades of regional experience and a 4.8 client rating, Datumstruct brings a track record that speaks for itself. Reach out to their team to discuss your infrastructure requirements or request a project consultation.

Data Center InfrastructureCommand Centre SolutionsWorkspace SolutionsEnvironmental Technology+2

DBA Global Shared Services, Inc.

Compliance & AML/KYC
Angeles
Unverified

DBA Advisory, operating through DBA Global Shared Services, Inc. In Angeles, Philippines, builds the operational backbone that complex and fast-scaling organisations need to perform at global scale. Unlike traditional consulting, every engagement comes with real-time KPI visibility and strict SLAs that deliver institutional-grade reliability, so clients always know what is happening and why. The firm covers a wide range of outsourcing disciplines: AML/KYC verification and zero-error compliance for financial services clients, back office process management for family-owned businesses moving toward professionalisation, and operational support for healthcare organisations embedding rigour into clinical workflows. Public sector clients get help modernising legacy systems without losing institutional knowledge. High-growth ventures get the process infrastructure to scale without breaking. As a BPO Philippines provider focused on root-cause solutions rather than quick fixes, DBA Advisory is built for organisations that need more than temporary relief. If your operation requires long-term structural support and a partner who is accountable to measurable outcomes, reach out to request a consultation.

Compliance & AML/KYCBack Office OperationsOperational Process ManagementTalent & HR Outsourcing+3

Deloitte

Audit & Assurance
Taguig1000+
Unverified

Deloitte Philippines is the local practice of Deloitte Southeast Asia, a global professional services organization with offices in Taguig. The firm delivers audit and assurance, tax, consulting, financial advisory, and risk management services to businesses operating across the Philippines and the broader region. Companies looking to strengthen their back office, financial compliance, or risk frameworks work with Deloitte for the depth of specialist knowledge and the reach of a global network. Deloitte Private supports privately owned businesses and family enterprises through tax and legal, audit and assurance, and consulting engagements. Their CxO programs connect senior executives and board members through structured, peer-to-peer knowledge exchange, helping leadership stay current on the pressures shaping their organizations. The Best Managed Companies programme also provides privately held businesses with a framework to benchmark and improve operations. For organizations navigating outsourcing decisions, restructuring finance and accounting functions, or exploring advisory support in the BPO Philippines market, Deloitte brings the experience and resources to provide real answers. Reach out to the Taguig team to discuss your priorities and find out how Deloitte can support your business objectives.

Audit & AssuranceTax ServicesRisk ManagementFinancial Advisory+2

DXC Technology Philippines

IT Outsourcing
Muntinlupa1000+AI-Ready
Verified

DXC Technology Philippines delivers enterprise-grade IT outsourcing and back office services from its Muntinlupa base, giving global organizations access to skilled delivery teams in one of Asia's most established BPO Philippines markets. The work ranges from modern application delivery and IT infrastructure management to back office operations across a broad range of industries. Companies that need to outsource complex technology work or administrative functions will find a delivery model built around the expectations of large enterprises, where process discipline matters as much as technical capability. The Philippines remains a top destination for outsourcing, and DXC Technology operates with the global methodology to match that standard. If you're looking for an AI-ready BPO partner with real depth in IT services, it's worth a conversation. Get in touch to discuss your requirements.

IT OutsourcingBack Office

Dynamic Business Outsourcing Solutions PH

Offshore Staffing
Quezon City
Unverified

Dynamic Business Outsourcing Solutions (DBOS) connects small and medium businesses in Australia and internationally with skilled Filipino professionals, cutting total staffing costs by up to 70% compared to local hiring. As a Philippines-based BPO and offshore staffing provider, DBOS manages the full employment cycle, from recruitment and onboarding through to ongoing quality assurance, so clients get a dedicated team that works as a direct extension of their business. Core services include back office support, claims processing, collections management, graphic design, web design, and virtual assistance. DBOS handles the infrastructure, management model, and HR overhead, which means clients pay a fixed monthly fee with no hidden costs. The outsourcing model is designed for companies that want to take on more work without proportionally increasing their Australian payroll. With a 4.5-star rating and documented results across the insurance and professional services sectors, DBOS has built a track record of matching the right people to the right roles. Contact DBOS to find out how an offshore team in the Philippines can reduce your operating costs and free your local staff to focus on higher-value work.

Offshore StaffingBack OfficeClaims ProcessingCollections Management+3

Eastvantage

Customer Support
Taguig
Unverified

Eastvantage is a BPO Philippines provider built for companies that need more than a vendor. They take full ownership of outcomes, not just tasks, delivering customer support outsourcing, software development, finance and accounting, and IT support from delivery centers across the Philippines, India, Bulgaria, Vietnam, and Morocco. Their model adapts to each client. Whether a business needs a focused back office team or an enterprise-scale operation, Eastvantage shapes the delivery structure around the actual requirement. Clients in finance, retail, logistics, media, construction, and marketing have used their services to reduce operating costs and improve performance. One documented engagement achieved savings of over USD 900,000 across three years. Eastvantage holds Great Place to Work certification and took home four awards at the 2024 Asia-Pacific Stevie Awards. With Looming Tech now part of the group, they bring AI-ready BPO capabilities alongside traditional outsourcing. If you're looking for a call center Philippines partner that takes accountability seriously, reach out to discuss your requirements or request a quote.

Customer SupportSoftware DevelopmentFinance & AccountingIT Support+2

eData Services Phils, Inc.

Healthcare BPO
Taguig501-1000
Unverified

EData Services is a healthcare and legal outsourcing specialist based in Taguig, Philippines, with over 25 years of experience and a client base of 800+ practices, law firms, and insurance groups. The company fields a team of 600+ credentialed professionals across medical, legal, insurance, and financial disciplines, operating 24 hours a day, seven days a week as a direct extension of each client's office. Core services include virtual medical scribes, medical records summaries, medical and legal transcription, deposition summaries, insurance claims support, medical revenue cycle management, AMA impairment ratings, and utilization reviews. Every engagement is HIPAA compliant and built to scale up or down as caseloads shift, making it a practical back office BPO Philippines option for private practices managing unpredictable volume. Clients ranging from solo QME specialists to multi-surgeon orthopedic groups have relied on eData for over a decade, citing accuracy, turnaround speed, and the ability to adapt quickly to changing documentation requirements. If your practice or firm is looking for a proven outsourcing partner in healthcare or legal support, contact eData Services to discuss your workflow and request a quote.

Healthcare BPOMedical TranscriptionVirtual Medical ScribeLegal Transcription & Deposition Support+3

Emapta

Back Office
Makati1000+AI-Ready
Verified

Emapta gives growing businesses a faster, more cost-effective way to build dedicated offshore teams without the overhead of setting up their own operations. Based in Makati, this BPO Philippines provider specialises in back office support, IT outsourcing, and finance BPO, making it a strong fit for companies that need skilled knowledge workers rather than just seat-fillers. What sets Emapta apart is the staffing model itself. Clients get dedicated teams that work exclusively for them, with the management structure and culture of an in-house department, at outsourcing costs. That matters especially in finance and IT roles, where continuity and institutional knowledge are critical. Whether you are expanding into the Philippines for the first time or replacing a fragmented outsourcing setup with something more structured, Emapta is worth a conversation. Reach out to discuss your requirements and see how their offshore staffing model fits your business.

Back OfficeIT OutsourcingFinance BPO

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.

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