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.
Harte Hanks Philippines
Harte Hanks’ outsourced sales services drive revenue teams toward breakthrough performance. We deliver inside sales outsourcing and optimization, B2B lead generation and inside sales play development solutions to a range of market-leading partners. Every revenue-savvy brand needs to move with the times. Those prepared to stand on the sidelines can only ever expect to fall behind. Our dedication to sales testing and revenue experimentation has helped teams to drive pipeline, convert prospects and maximize ROI with every digital sales move. Maximize your digital sales and telesales efforts with Harte Hanks, a leading B2B sales agency specializing in SDR services and telemarketing business solutions. Our expertise in digital selling and sales as a service allows you to scale outreach, grow your pipeline, and convert prospects effectively. By outsourcing your sales services to Harte Hanks, you partner with accomplished professionals who deliver a faster, more efficient path to revenue and long-term growth. Building a high-performing internal sales team doesn’t happen overnight. With our SDR as a service and digital SDR solutions, you gain the resources needed to execute your next winning move seamlessly. From GTM strategy to sales play optimization, our experts offer unmatched agility and innovation. Whether you need an inside sales agency or a telesales company, Harte Hanks is your go-to for continuous growth and success. Submit the below form and one of our sales services specialists will be in touch shortly. Or call us at 978-451-4151.
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HCL Technologies Philippines, Inc.
HCLTech Philippines delivers enterprise IT outsourcing, back-office processing, and AI-driven business services from delivery centers across Metro Manila and Taguig. As one of the Philippines' largest IT and BPO companies, HCLTech works with clients in telecom, banking and financial services, healthcare and life sciences, retail, manufacturing, and logistics, handling operations that require both scale and precision. The company's BPO Philippines capabilities include order management, returns and contract processing, document triage, mediclaim processing, and inbound customer support, making it a practical choice for organizations looking to consolidate call center Philippines and back-office functions under one provider. HCLTech is also positioned Recognized as a Leader in multiple Gartner Magic Quadrant reports, HCLTech brings a verifiable global delivery track record to its Philippines operations. Contact the team to discuss your outsourcing requirements and request a consultation.
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Helpware Philippines
Each division brings deep, sector-specific expertise, working seamlessly together to deliver tailored, AI-enabled BPM solutions. Guided by our core values, we transform ideas into measurable business outcomes… fast. Helpware is built to help the world’s most innovative brands scale faster, smarter, and more sustainably. We combine the precision of AI-enabled BPM with the dedication of top-tier teams to deliver measurable results across customer experience, technology, and growth marketing. Our approach is simple: the right people, the right process, powered by the right technology, working seamlessly to transform your business. People are the heart of our story. We believe in them, invest in their growth, and build teams that deliver. Fueled by a startup spirit and a bold vision to empower customer interactions across the globe, founders Andy Steuer, Alex Tereshchenko, and Thomas Cornelius fire the engines for the first time. Mission clear. Let’s race. The first corner is smooth, We land our first client and open the Kyiv delivery center. It’s the beginning of long-term, strategic partnerships powered by exceptional performance. Punching the accelerator, we enter the Philippines circuit, a global BPO powerhouse. Manila becomes a key locale on the track to global delivery, bringing in top-tier talent.
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HGS Offshore Staffing Solutions
HGS brings together technology, data, and human expertise to help businesses build intelligent customer and operational experiences. As a BPO Philippines provider with a global footprint, HGS delivers outsourcing solutions across customer support, back office operations, AI-powered interactions, and digital marketing, all structured around a model that requires measurable outcomes before you scale. The service portfolio covers the full range of customer engagement channels, including voice, chat, social, and web, alongside intelligent operations spanning talent management, process optimization, and technology integration. Industries served include banking and financial services, healthcare, consumer packaged goods, retail, and the public sector. Advanced LLM integration and established technology partnerships give clients a direct path to modernizing operations without rebuilding from the ground up. HGS structures every engagement around a 90-day proof-of-value sprint, so clients see real results before committing further. If the solution does not deliver, you do not pay. For companies evaluating call center Philippines options or broader outsourcing partnerships, HGS offers a starting point grounded in data and accountable to outcomes. Reach out to explore what intelligent outsourcing can look like for your business.
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HGS Philippines
HGS Philippines delivers customer experience and digital outsourcing services that global brands rely on to keep operations running smoothly. Based in Quezon City, the team handles the full spectrum from front-line customer support to complex back office processing and healthcare BPO, giving clients a single partner for work that spans multiple business functions. As a BPO Philippines operation with roots in serving international markets, HGS brings structured processes and trained specialists to industries that demand both accuracy and responsiveness. Whether you need a call center Philippines team to manage inbound volume or a back office unit to handle data-intensive workflows, the company is built to absorb that complexity without adding it to your plate. For healthcare clients in particular, HGS understands the compliance-sensitive nature of the work and approaches it with the discipline that sector requires. If you're evaluating an AI-ready BPO partner in the Philippines, HGS Philippines is worth a conversation. Reach out to discuss your requirements and request a quote.
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ibex Alabang
Ibex delivers digital customer experience (CX) outsourcing for some of the world's most recognized brands. Operating out of Alabang, Muntinlupa, their Philippines call center combines trained agents with digital tools to handle customer support, technical assistance, and back office work at scale. For companies looking to improve service quality while managing costs, ibex offers a proven outsourcing model built around measurable outcomes. As a BPO Philippines provider, ibex serves clients across industries where customer interactions are high-volume and high-stakes. Their teams are structured to handle inbound and outbound voice, digital channels, and support functions that keep customer satisfaction scores up without inflating overhead. If you are evaluating customer support outsourcing or exploring call center Philippines options, ibex Alabang is worth a direct conversation. Reach out to request more information or a capabilities overview.
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IBEX Global Davao
IBEX Global Davao delivers customer experience and business process outsourcing from one of the Philippines' fastest-growing cities. Companies across telecommunications, retail, healthcare, and financial services turn to IBEX when they need a call center Philippines partner that can handle high volumes without sacrificing quality. The Davao team specializes in customer support, technical support, and back office operations, giving clients a single point of contact for both voice and non-voice work. With a 4.5-star rating across 126 reviews, IBEX Global has earned strong marks from the people who know the operation best: its own workforce. That kind of employee satisfaction typically shows up in lower attrition, better agent consistency, and more reliable service delivery for clients. Outsourcing to IBEX Global Davao means access to a trained, English-proficient team operating in a cost-efficient BPO Philippines environment. Whether you need to scale customer support quickly or offload recurring back office tasks, the Davao site is equipped to support both. Connect with the team to discuss your requirements or request a quote.
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IBM Philippines
"We achieved 100% refactored code. Everything I thought would be a problem, Bob solved.", APIS IT "Vault has … lowered how much effort it takes to meet regulatory compliance goals and reduced our risk of both a breach and unplanned downtime.", NORD/LB IBM brings together software, consulting and infrastructure to help clients solve the business challenges that matter most. Our platforms embed AI into core systems and workflows, improve the economics of real work and scale securely across hybrid cloud environments. We deploy solutions inside IBM before we bring them to clients, so what we deliver is not just designed, but proven. For over a century, IBM has been at the forefront of technological innovation. Beginning in the earliest days of computing, IBM has blended intelligence, innovation and science to improve business, society and the human experience. Learn more about our rich history IBM’s roots trace back to Herman Hollerith’s 1896 invention of the tabulating machine, revolutionizing data processing for the 1890 US Census. In 1911, IBM was founded as the Computing-Tabulating-Recording Company, later renamed IBM in 1924. Key innovations followed, such as the 1928 introduction of the 80-column punched card, which became a global data standard. IBM introduced the electric accounting machine in 1929. By 1935, it supported Social Security with record-keeping systems. During World War II, IBM aided military operations with punch card technology and in 1945, it founded the Watson Scientific Computing Lab, marking a significant step toward modern computing.
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iCXeed
Work smarter, not harder. Partner with cognitive CX experts who accelerate your contact centre with the right technology and the right talent. With 75+ years of combined founder expertise managing contact centres for the global Fortune 1000, iCXeed operates as a results focused business process innovator. We advise and deliver on how to apply analytics, AI, and automation to your interaction workloads so your operation delivers more with less. Where expert talent meets digital innovation, we deliver bespoke managed innovation services tailored to unleash the potential of Amazon Connect and AWS for differentiated outcomes across your business. As an accredited AWS Advanced Tier Services Partner in Amazon Connect and AI Services, we bring a rare combination of deep platform engineering, customer experience journey orchestration with AI, and big data analytics. From conversational analytics and automated quality assurance to graph-based insights and agentic AI solutions, we connect the dots between what is happening in your contact centre to unlock opportunities to streamline operations and remove friction for your customers. It is a purpose-built CX intelligence practice, grounded in Amazon Connect and the broader AWS AI and data analytics stack, designed to turn every customer interaction into a strategic asset. This is what we call cognitive CX. We inventory, organise and optimise requirements, knowledge and process. This includes instructional design for onboarding or uptraining. Work smarter, not harder with an advisory partner on CX technology and talent services. With 65+ company founder collective expertise in managing contact centres for the global Fortune 1000, iCXeed uniquely operate as business process innovator advising clients on how to work smarter with analytics, AI, and automation in managing their contact centre workloads. Sitting at the intersection of technology and talent, we deliver bespoke customer service innovation tailored to you. We hold ourselves to the highest standards of doing business. We do as we say. We deliver what we promise. Everything we do represents who we are. We think big for our customers and obsess about finding better ways for their business. We learn quickly, move with agility, and solve problems upstream. We lead with our hearts, guided by data and analytics.
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IdeasUnlimited
Since 2010, IdeasUnlimited has helped more than 1,000 businesses worldwide reduce costs and improve customer experience through outsourcing. Operating as a full-service call center Philippines provider, the company covers customer support, technical support, sales and telemarketing, virtual assistant services, digital marketing, and medical billing, all available 24/7/365 regardless of time zone or geography. The Philippines-based operation supports clients in 8+ languages and maintains PCI, HIPAA, and GDPR compliance backed by Microsoft-regulated cloud infrastructure. Delivery teams span North America, Asia Pacific, and Africa, giving clients the flexibility to scale without hitting regional limits. SMBs, mid-market companies, and enterprise organizations all use IdeasUnlimited because the pricing is competitive and the service scope is broad enough to replace multiple vendors with one accountable partner. For businesses looking for an AI-ready BPO with proven processes and a track record measured in hundreds of client engagements, IdeasUnlimited is worth a closer look. Contact the team to discuss your needs or request a quote.
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iFive Inc.
IFive Global connects U. S. Businesses with top-rated offshore professionals from the Philippines, making outsourcing straightforward and cost-effective. With headquarters in Claremont, California and operations in Metro Manila's central business district, the company delivers specialized staffing across four high-demand verticals: healthcare, legal, finance, and IT. Clients typically save up to 70% on staffing costs compared to domestic hiring, without sacrificing quality or service coverage. As a BPO Philippines provider, iFive Global handles the administrative overhead so you don't have to. HR, recruitment, payroll, compliance, and IT support are all managed in-house, freeing clients to focus on core operations. Their team operates 24/7, which means extended service hours and faster response times for your customers. English proficiency and a strong focus on customer support quality are central to how they recruit and train staff. What sets iFive apart is their commitment to ethical outsourcing and building industry-specific teams rather than generic back office pools. Whether you need a virtual medical assistant, a legal process outsourcing team, or financial and IT support staff, they match you with professionals who fit the role. Reach out to iFive Global to explore how Philippine-based offshore staffing can help your business scale without the overhead.
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IMS Outsourcing Solutions Inc.
IMS Group is a Global Workforce Solutions company, with a mission to accelerate and transform your business’ way of working through a range of flexible and comprehensive offshoring services. Since 2006, our aim is to support you with skilled and curated resources, helping you focus on business growth and value creation. IMS Group divisions – IMS People Possible, IMS Decimal, and IMS Datawise, IMS nHance and IMS Nucleii – are seamless extensions to your teams, with experts handling your operations to elevate your business. IMS People Possible, our flagship brand, provides Offshore Recruitment Services; IMS Decimal supports companies with Offshore Accounting and Financial Back- Office Services; IMS Datawise specialises in Offshore Property Preservation and Inspection Services; IMS nHance provides customized and cost-effective offshore marketing solutions and IMS Nucleii offers Managed IT Services tailored to meet the ever-evolving needs of your organization. The IMS Group Charter is the foundation of everyday business activities, performed by the passionate teams at IMS. Every word in the charter supports the company’s vision, shapes our culture, reflects our values, contributes toward building a positive future, and sets out our commitment to fostering an inclusive culture of trust, openness, and respect for all. In a true sense, we can proudly say that all IMS employees ‘live and breathe’ these values. Our guiding principles and core values hold utmost importance to us as they deliver a purpose to the organisation’s goals, and serve as an essence of our identity. We believe in championing bright ideas, innovative solutions, and progressive thinking to achieve our bold ambitions. We are reinventing ways to assist and offer services to clients across multiple industries and countries. IMS Group and its divisions are always focused on offering holistic and path-breaking solutions, which directly address complex workforce challenges that modern businesses face, offering them with new avenues for generating extraordinary results. Our workforce solutions span three industries: IMS PEOPLE POSSIBLE offers innovative and customised recruitment offshoring services to our clients. The key services include Sourcing, Administrative Support, Full Cycle Recruitment, and VMS Support.
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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, and POC. Or read the full BPO glossary.
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