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:

Eastvantage

Customer Support
Taguig4.2 · Google
Unclaimed

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
Taguig501-10004.4 · Google
Unclaimed

With over 500 medical professionals, we tailor our solutions to match your needs and contain your costs. 24 hours a day - 7 days a week We’ve perfected the process of keeping your information secure and organized, so that you can concentrate on what you do best. With experts in every field, we are able to understand your needs, help you create an optimal, custom solution, and implement it flawlessly, every time. Every doctor, lawyer, insurance company or forensic engineer is unique. The same is true for each of our services. We’ve indexed, summarized, analyzed and excerpted over 50 million medical records, depositions, and legal documents and we do that by integrating into your workflow and acting as an extension of your in house team, rather than a separate entity. Our goal is to support your business and growth while saving you money. EData services has been my go-to resource since I opened my private practice, more than 15 years ago. Growing to eight employees and two busy locations would have been impossible without the use and flexibility of eData’s services. EData offers front and back office manpower on an as needed basis, sparing me from hiring additional staff who might be busy at times but unproductive on “slow days.” I have been able to meet with key employees at eData via web conference and in person in my office. The staff is eager to shape their work to accommodate my needs and style. Whenever adjustments are necessary, I have found eData’s staff to be extraordinary customer-centered, bending over backwards to maintain excellence in the work product. Dealing with eData staff is like stepping back in time, to the days of old-fashioned customer service and the attitude of the “customer is always right.” JEFFREY A. HIRSCH, M. D. Board Certified in Internal Medicine Assistant Clinical Professor of Medicine UCLA School of Medicine.

Healthcare BPOMedical TranscriptionVirtual Medical ScribeLegal Transcription & Deposition Support+3

Emapta

Back Office
Makati1000+4.7 · Clutch
Unclaimed

Emapta’s outsourcing services include dedicated staffing, workforce migration, advanced Employer of Record (EOR) services, and workforce transformation advisory. Our solutions enable flexibility, transparency, and maximum control through dedicated, AI-ready global teams. When you partner with Emapta, you unlock the Emapta Talent Marketplace (ETM), our proprietary platform connecting you to the top 1% of global talent. Every candidate is pre-vetted, highly-skilled, AI-ready, and precisely matched to your hiring needs, ready to integrate seamlessly into your business. As your strategic partner, we handle recruiting, onboarding, HR, IT, office space, and compliance, so you can focus on growth. No minimum hires, no salary markups, no long-term contracts and up to 70% cost savings, all with full control. Through the Emapta Talent Marketplace (ETM), hire in days, not weeks, and access highly skilled, AI-ready talent. We uphold top-tier data security compliance, giving you peace of mind and robust protection. Certified in ISO 27001, ISO 27701, SOC 2, and HIPAA, and fully compliant with GDPR and APP, we manage your data with transparency and security, protecting against breaches and ensuring a trustworthy outsourcing partnership. A people-first culture is built into everything we do. It’s why Emapta is consistently named a Best Company to Work For in Asia and maintains an industry-leading 98% retention rate. “There’s a big difference between Emapta and other talent providers we’ve used. It really feels like the top 1% talent. Kudos to Emapta for its screening process.”

Back OfficeIT OutsourcingFinance BPO

Emapta Office - JAKA Building, Legazpi Village, Makati City

Staff Leasing
Makati City1000+
Unclaimed

Emapta is a Philippine-based outsourcing provider that builds dedicated offshore teams for businesses looking to grow without the overhead of traditional hiring. Operating from its Makati City office in the JAKA Building, Legazpi Village, Emapta gives clients direct control over their staff while handling all the local compliance, payroll, and facilities management behind the scenes. The model works well for companies that want the cost advantages of BPO Philippines without surrendering oversight of their team. Clients hire, train, and manage their people directly. Emapta handles the infrastructure. Services span customer support, back office operations, IT outsourcing, finance and accounting, technical support, and virtual assistant roles, making it a practical fit for growing businesses that need skilled professionals in the Philippines quickly. If you are evaluating outsourcing partners in Makati City or comparing call center Philippines options for your next expansion, Emapta is worth a conversation. Reach out to explore how their staff leasing model could work for your team.

Staff LeasingCustomer SupportBack OfficeIT Outsourcing+3

EmpireOne BPO Solutions, Inc.

Customer Support
San Carlos City1.0 · Google
Unclaimed

EmpireOneCX is a Philippines-based BPO delivering AI-assisted customer experience and business process outsourcing services to organizations across North America, Asia, and global markets. The company provides customer support outsourcing, back office support, finance and accounting BPO, QA services, recruitment and workforce support, and broader AI-assisted BPO solutions, making it a strong option for businesses looking to consolidate multiple outsourcing needs under one partner. What makes EmpireOneCX stand out in the BPO Philippines market is its verifiable compliance posture. The company holds ISO/IEC 27001:2022 certification and maintains SOC 2 Type II verified controls, PCI DSS alignment, HIPAA compliance, and GDPR compliance. That combination covers the security and privacy requirements most common in healthcare, financial services, and data-sensitive industries. Clients report efficiency gains of 35% to 60% through the company's intelligent automation layer, and the firm carries a 4.8/5 client satisfaction score from enterprise partners. Teams are fully dedicated and non-shared, with a typical onboarding window of two to four weeks. If you need a reliable outsourcing partner in the Philippines with a documented compliance record and dedicated offshore teams, contact EmpireOneCX to request a quote or discuss your requirements.

Customer SupportBack Office SupportFinance & AccountingQA Services+3

ePLDT Vitro Data Center

Data Center Colocation
Pasig4.3 · Google
Unclaimed

EPLDT Vitro Data Center delivers enterprise data center and managed IT services to businesses across the Philippines, including the country's fast-growing BPO and outsourcing sector. Operating from its Pasig facility, ePLDT Vitro provides colocation, cloud solutions, managed network services, and disaster recovery infrastructure that organizations depend on for round-the-clock reliability. For call center Philippines operators and back-office teams, infrastructure performance directly affects client outcomes. EPLDT Vitro gives BPO Philippines companies the uptime, physical security, and connectivity they need to meet service level agreements without maintaining their own data center. The managed services team handles monitoring, incident response, and cybersecurity so internal IT departments can focus on core work. EPLDT Vitro serves clients across telecommunications, financial services, healthcare, government, and the wider outsourcing industry. Reach out to explore colocation packages, managed service tiers, or cloud connectivity options suited to your operation.

Data Center ColocationManaged IT ServicesCloud ServicesDisaster Recovery+2

Everise

Customer Support
Taguig1000+4.0 · Google4.5 · Glassdoor
Unclaimed

Everise is a global customer experience company with a strong delivery hub in Taguig, Philippines, built to help brands connect with their customers at every touchpoint. As a full-service BPO Philippines operation, Everise combines skilled Filipino talent with technology-enabled workflows to deliver customer support, technical support, and back office solutions that scale with demand. The company serves clients across healthcare, technology, and consumer sectors, making it a go-to outsourcing partner for businesses that need reliable, high-quality service without the overhead of building in-house teams. From call center Philippines operations handling complex inbound inquiries to AI-ready BPO processes designed for modern digital environments, Everise covers the full customer journey. With a 4-star rating from nearly 100 employee reviews, the Taguig site reflects a workplace culture that attracts and retains capable agents. If you are evaluating outsourcing partners in the Philippines, Everise is worth a closer look. Reach out to request more information or start a conversation about your specific needs.

Customer SupportTechnical SupportHealthcare BPOBack Office+1

Foundever Philippines

Customer Support
Cebu1000+4.2 · Google
Unclaimed

Every moment is people-led for us. We celebrate and invest in having diverse people and thinking to develop a culture of engagement, recognition and learning in everything we do. We are reinventing CX based on our operational expertise. We deliver core CX capabilities, specialized and advanced services, and expert advice to improve the agent and agentic workforce. While many technology companies and system integrators are expanding into the CX space, delivering great customer experience requires more than software. It requires deep operational expertise. We combine high-quality talent, proven CX operations and a solution-based approach to solve problems – not just implement tools. Our clients consistently recognize our agent quality, hands-on expertise and ability to be agile to meet their needs as the difference between a vendor and true CX partner. We maintain compliance with global data regulations including HIPAA, PCI-DSS, GDPR, SOC Type 1&2, TISAX and apply rigorous security standards across every delivery location. As your strategic partner, we work closely with your team to understand your specific security requirements and deploy the right protections for your brand’s data. Yes. Our delivery model is built to scale – whether you’re a growing brand entering new markets or a global enterprise managing CX across dozens of countries and languages. We operate in 45 countries with 130K+ associates, giving us the infrastructure to handle large-scale, complex programs while staying flexible enough to adapt to smaller, fast-moving teams. The same quality standards apply regardless of size. We believe that AI & technology innovation is about more than adding new tools, it’s about changing how things are done. And, we have the operational experience to turn tools into real impact. We focus on how things like AI and agentic enable agents, enhance core services, optimize operations and can deliver meaningful automation end-to-end. And, we invest in our purpose-built technology ecosystem to make this complicated space easier for clients. We do the hard work of bringing together leading third-party partners with proprietary technology and foundational digital capabilities so technology is working for you to deliver end-to-end CX growth.

Customer SupportBack Office

Fusion CX - Cebu Philippines

Customer Support
Cebu City1000+3.9 · Google
Unclaimed

Fusion CX operates one of the largest enterprise-grade Philippines call center networks in the country, 3,000+ production seats across four delivery centers in Manila, Cebu, Silang, and Legazpi, supporting global brands in healthcare, BFSI, retail, telecom, travel, and high-tech. Backed by a publicly listed parent with 41 delivery centers across 12 countries, 28+ supported languages, and 20,000+ employees, we combine deep local talent with global delivery resilience. Our customer service outsourcing in the Philippines spans voice, chat, email, and social, engineered for omnichannel CX and underpinned by AI-driven quality management, real-time analytics, and continuous optimization. Whether you need 30 seats for a launch program or 1,000+ for full lifecycle CX, we build a call center in the Philippines that flexes with your roadmap and ramps in as little as 30 days. Every seat in our Philippines BPO operation is wired into a closed-loop AI quality stack: 100% call coverage, automated scoring, sentiment and intent detection, and real-time supervisor nudges. Enterprises gain full visibility into agent behavior, customer interactions, and outcome economics, replacing sampled QA with always-on assurance. Most enterprises don't pick one country, they pick the right mix. Here's how the three leading outsourcing regions compare when choosing a call center in the Philippines versus alternatives: Our Philippines call center provides unparalleled customer support for real-time inquiries, complaints, and requests. Customer satisfaction is ensured through trained agents who excel in communication and empathy. With 24/7 availability, customers receive the timely attention they deserve, strengthening loyalty and brand trust. Increase conversions with Fusion CX’s sales support services. Our team professionally engages prospects and customers from pre-sale inquiries to post-sale follow-ups. We create a seamless buying experience that fosters customer trust and long-term relationships by addressing questions, recommending products, and solving issues.

Customer SupportOmnichannel CXTechnical SupportBack Office+3

Genpact

Finance & Accounting
New York, NY, USA1000+3.8 · Google3.7 · Glassdoor
Unclaimed

Genpact delivers enterprise-grade outsourcing from its Muntinlupa, Philippines operations, serving 800+ global clients across finance, compliance, supply chain, and AI-powered back office functions. With more than 83,000 professionals trained in data and analytics and a client satisfaction score of 63 NPS, the company brings serious depth to every engagement. Its BPO Philippines footprint covers finance and accounting, risk and compliance, supply chain management, data services, and technology, making it a strong fit for organizations that need more than transactional support. What distinguishes Genpact in the outsourcing market is its commitment to agentic AI. Rather than applying automation as a layer on top of existing processes, Genpact builds intelligent, self-directed workflows that turn data into decisions and decisions into measurable results. Insurance operations, financial services firms, and companies managing complex supply chains have all used this approach to modernize their back office without disrupting the front. If your organization is evaluating AI-ready BPO partners in the Philippines, Genpact offers the scale and technical capability to support enterprise-level needs. Reach out to their team to request more information or discuss how they can fit into your operations.

Finance & AccountingRisk & ComplianceSupply Chain ManagementAI & Agentic Solutions+3

Genpact - Cyberpod Centris One, Eton Centris

Finance & Accounting
Quezon City1000+3.8 · Google
Unclaimed

Genpact brings enterprise-grade process expertise and AI-driven solutions to companies that need more than standard outsourcing. Operating from its Quezon City delivery center at Cyberpod Centris, the team handles complex work across finance and accounting, risk and compliance, supply chain management, data services, and insurance core operations, making it a single partner for both back office transformation and advanced technology deployment. With 800+ global clients and 83,000+ professionals trained in data and analytics, Genpact has practical depth across financial services, insurance, and supply chain-intensive industries. A 63 NPS "excellent" client satisfaction score reflects consistent delivery. The firm's agentic AI capabilities mean automation connects to real business outcomes, going well beyond traditional call center Philippines or back office models. For companies evaluating BPO Philippines options at enterprise scale, Genpact offers the domain knowledge to reduce process errors, the technology layer to make outsourcing a strategic move, and the global reach to support growth. Connect with the Quezon City team to discuss how their outsourcing capabilities can fit your operations.

Finance & AccountingRisk & ComplianceSupply Chain ManagementAI & Data Analytics+3

Global Strategic

Customer Support
Bacolod3.4 · Google4.6 · Glassdoor
Unclaimed

As business owners, we tend to like to have control of our business. Unfortunately the result of this is we end up doing simple tasks that no business owner should spend time on. No one is great at everything… but your staff are juggling lots of different tasks. You always hear them saying “I’m just really busy!” They are overwhelmed because of the growing list of tasks they hate doing! This one is simple. The more you pull your staff away from their skillset and passions, the more profit you lose. For example, your sales team, on average, is wasting 20% of their time handling administrative tasks. That means 20% of the time they are not generating revenue. We realize that every business is unique. That is why at Global Strategic we take pride in customizing our solution to meet the individual needs of our clients. We collaborate, think outside the box, and design a solution that is cost effective and efficient. When you outsource, quality is everything. We only hire the best to ensure we represent your business with the utmost professionalism. We aim to be your best, and most cost-effective staff! Since 2006, Global Strategic has been helping businesses achieve maximum efficiency and profitability through customized business solutions. We have taken the burden of day-to-day back office operations off our clients’ shoulders, providing them the opportunity to focus on MORE…

Customer SupportBack OfficeVirtual AssistantAdministrative Support+2

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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