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:

Kadence International - Philippines

Market Research
Pasig4.0 · Google
Unclaimed

Our work doesn’t stop at the debrief. We go further, workshopping findings and creating standout creative outputs to raise the impact of research and turn insight into action. We knew from the start that the inaugural GoBear Financial Health Index was going to need the right research partner to realise our vision. This team needed a curious mind, sharp analysis, as well as the willingness to roll up their sleeves and get hands on with us. Kadence International has proven to be that partner and the study’s success has exceeded my expectations. I am excited to see future iterations of the study with them by our side. I have leveraged Kadence’s design and curation services extensively over the last year and continue to be wowed by their speed, agility, and quality of output. The team helped me turn multiple key presentations and infographics last year into WOW content, helping create compelling stories that were memorable and effective. Probably more than anything, I value their partnership and willingness to help, not just “sell” which is rare in today’s world! The team go the extra mile to make sure all the details are covered and to ensure the successful completion of our projects. Kadence always put the client’s priorities and perspectives ahead of anything else and create an experience that reflects our marketing needs / goals. Working with Kadence UK has been a truly great experience. Their research consistently delivers invaluable insights that drive informed decision-making. From the start, trust has been at the centre of our collaboration. Every interaction feels like a true partnership, and I consider them an extended part of our team when working together on different projects. Kadence team is more like a partner to us. We have run a number of projects together and … the pro-activeness, out of the box thinking and delivering in spite of tight deadlines are some of the key reasons we always reach out to them.

Market ResearchConsumer InsightsBrand Strategy ResearchCustomer Intelligence+3

Kgb Philippines, Inc.

Customer Support
Taguig5.0 · Google
Unclaimed

KGB Philippines, Inc. Brings three decades of global operating experience to the BPO Philippines market, with its Taguig delivery center connecting Philippine talent to multinational clients across Consumer Brands, Financial Services, and Telecom and Technology sectors. The parent organization was founded in 1992 and has built and operated some of the most recognized brands across the United Kingdom and France, giving the Philippines team a rare inheritance: institutional know-how from markets where outsourcing expectations are high and margins for error are thin. As a call center Philippines provider backed by long-term investors, KGB is not a transactional vendor. The company focuses on industries where change is constant and service quality directly affects customer retention, making it a practical fit for financial services firms, telecommunications operators, and consumer-facing businesses that need back office and customer support operations that can keep pace with their growth. If your organization is evaluating outsourcing partners with proven cross-industry experience and a stable ownership structure, KGB Philippines is worth a direct conversation. Reach out to request a capabilities overview or initial consultation.

Customer SupportTechnical SupportBack OfficeFinance & Accounting+1

Lead Assassin

Lead Generation
Manila5.0 · Google
Unclaimed

Lead Assassin is a Philippines-based outbound and go-to-market engineering agency that builds B2B pipeline systems from scratch and installs them directly inside a client's own tech stack. The team handles the full revenue infrastructure: outbound campaign management, GTM system design, total addressable market mapping, RevOps implementation, and CRM automation. No vendor lock-in, no black boxes. Clients across fintech, cybersecurity, education, and SaaS have seen concrete results. One co-founder reported a 4x pipeline increase within two weeks of engagement. Another client eliminated 20 hours of manual HubSpot updates per week after the RevOps build-out. The approach combines buying signal research, personalized outreach, lead scoring, and pipeline automation into one connected engine rather than treating them as separate channels. Founded by Ericson, who has generated over 5,000 B2B sales opportunities across six years and sent millions of cold outbound emails, Lead Assassin also leads Clay Club Manila and hosts quarterly GTM events for a community of 300-plus builders across the Philippines. For B2B teams that need a real outsourcing partner to build and hand off a working outbound engine, reach out to discuss your pipeline goals.

Lead GenerationOutbound SalesGTM StrategyRevOps Implementation+3

Lead Maker Digital Marketing Services

Lead Generation
Taguig5.0 · Google
Unclaimed

Lead Maker Digital Marketing Services is a Philippines-based lead generation company that helps businesses fill their sales pipelines through done-for-you LinkedIn outreach. Their team handles everything from writing personalized message copy to sending thousands of outreach messages, following up with prospects, and booking qualified appointments directly for your sales team. If you are looking to outsource your top-of-funnel sales activity, this is a practical alternative to expensive in-house sales directors or ineffective ad spend. Lead Maker specializes in LinkedIn marketing strategies for industries like insurance and real estate, targeting decision-makers and guiding cold prospects through to warm, sales-ready leads. As part of the growing BPO Philippines ecosystem, they deliver an outsourcing model that reduces customer acquisition costs while increasing the volume of qualified conversations your team can close. With a perfect 5-star rating across 25 reviews, Lead Maker has built a strong track record of generating positive responses and booked meetings for their clients. Reach out today to discuss how their LinkedIn outreach service can work for your business.

Lead GenerationLinkedIn OutreachAppointment SettingSales Copywriting+1

Leadhustler Inc.

Lead Generation
Angeles3.5 · Google
Unclaimed

Lead Hustler is the number one source for telemarketing leads of any kinds. We have been in the business for 14 years. We believe in 100% customer satisfaction and we strive to deliver our leads with the highest quality. All of our calls are recorded and the audio recording is checked by our quality control team before we send them to our customers. If they did not meet our quality standards, they will not be sent to our customers. That is how serious we are about quality. Lead Hustler understands that getting sales lead is important for your business. We provide sales lead for telemarketers. All you have to do is contact us and order sales leads according to your business. We can provide health insurance leads, storm damage leads, hail damage, solar leads, or even home security leads. You don’t have to worry about getting reliable telemarketing leads for your business. We provide you the BEST contacts with pricing so you can get the most of your pocket. We value customer satisfaction and we only want to provide the best for them. We have a variety of services for your business, such as outbound calling, inbound customer, receptionist services, appointment setting, personal assistant, web design, social networking leads, digital media management, as well as Search Engine Optimization (SEO) leads. You can find out more about our services in our service page, where there will be more explanation about each services that we offer. All of our leads are not generated by online search or by online survey. Instead, we only use telemarketing to ensure that we will get the highest quality information. We also don’t use any third party in the data gathering process, because as the number one outsourcing facility, we keep everything in-house. This also means that we can take control of our quality process and also we can keep our prices competitive. Using telemarketing also can boost trust for the potential customers rather than filling in an online survey We are also experienced in providing training for sales reps and insurance agents. LeadHustler offers you a one-stop shopping place for all your leads. We also have experience in working with many clients, from small business to the biggest players in the industry.

Lead GenerationTelemarketingLive TransfersRemote Staffing+2

Leads Provider

Lead Generation
Philippines5.0 · Google
Unclaimed

We provide a full range of contact centre services, including appointment setting, lead generation, telemarketing, telesales, and customer service solutions. As a leading telemarketing company in Australia and the Philippines, we specialize in delivering effective telemarketing services to meet your business needs. With nearly a decade of experience, Leads Provider is your trusted partner in enhancing marketing outreach and elevating customer service. We offer comprehensive solutions, including fully managed lead generation, appointment setting, robust database solutions, and superior digital marketing services. If you need high-quality leads, our Mortgage Refinance, Investment Property, Insurance, and Solar Leads provide targeted opportunities, paving the way for your business success. Let Leads Provider empower your growth with precision and effectiveness, ensuring you reach the right customers at the right time. At Leads Provider, our mission is to empower businesses by offering unparalleled lead generation, customer service solutions, and telemarketing services. We strive to be the catalyst for our clients’ growth by delivering high-quality leads that fuel success through effective appointment setting. As a leading Telemarketing Company in Australia and the Philippines, we focus on relentless innovation, rigorous lead qualification, and a commitment to cost-effectiveness. Our goal is to reshape the industry’s standards and become the go-to partner for businesses seeking exceptional results, helping them achieve their goals, expand their reach, and thrive in today’s competitive landscape.

Lead GenerationTelemarketingAppointment SettingCustomer Support+2

Lendell Outsourcing Solutions, Inc

Background Investigation
Mandaluyong City5.0 · Google
Unclaimed

Lendell Outsourcing Solutions, Inc. Is a third-party agency offering Decision Support Systems in areas like Background Investigation, Credit and Property Verification, Research, Appraisal, and Collection Management. We are committed to providing fast, reliable, and efficient services with a focus on integrity and customer satisfaction. We customize our services to meet your specific needs, offering integrated solutions that turn challenges into opportunities. We work closely with your company to develop a tailored plan that meets your objectives within your time and budget constraints. In 2014, a group of professionals founded Lendell Outsourcing Solutions, Incorporated. When some companies faced challenges with their security and operational management, the company was established to offer solutions for information and data gathering. Our commitment to accurate and reliable service highlights our dedication to excellence. By understanding our clients' needs and delivering consistently, we build lasting partnerships based on trust and quality. As Lendell Outsourcing Solutions moves forward, our focus remains firmly on strategic business development, actively seeking new market opportunities and innovative solutions to solidify our position as a leader in the industry. I am confident that with everyone's dedication and collaborative efforts, we will achieve remarkable growth and success together in 2025 and beyond. God has been faithful to Lendell Outsourcing Solutions, Inc. From the beginning of our operations, we entrusted it to the Lord. Through our faith, dedication, and perseverance, we have won several clients. It has not been an easy road to build a business without the guidance of the Most High. He has given us officers who are dedicated and loyal to the company.

Background InvestigationCredit InvestigationProperty VerificationProperty Appraisal+2

Loop Contact Solutions

Inbound Sales
Makati City4.9 · Google
Unclaimed

Loop Contact Solutions is a call center Philippines provider that gives U. S.-market businesses a fully managed team at 50-75% below domestic staffing costs. Their Manila-based agents handle inbound and outbound sales, customer support, retention, and upsell and cross-sell programs, all from a professional office environment built for consistency. They serve clients across more than 15 industries, including e-commerce, technology, health and wellness, financial services, insurance, and telecommunications. The model is structured around accountability. Clients approve every agent before they go live, using voice samples and screening results. A dedicated manager owns results and communicates directly with the client. Call recordings, QA scores, and real-time dashboards make performance visible at all times. New teams typically go live within weeks of signing, with Loop handling recruiting, training, and setup. For companies evaluating BPO Philippines options for outsourcing customer support, sales, or back office functions, Loop Contact Solutions offers a clear alternative to high-cost domestic staffing without the quality trade-offs. Reach out to request a quote and see what a Philippines-based team could do for your revenue and retention numbers.

Inbound SalesOutbound SalesCustomer SupportCustomer Retention+2

M.B.A. Consulting Philippines | Debt Collection Company

Debt Collection
Quezon City4.2 · Google
Unclaimed

M. B. A. Consulting Philippines delivers professional debt collection and accounts receivable management from Quezon City, serving clients who need a dependable BPO Philippines partner to handle their recovery operations. As part of the MBA Group, the Philippine office brings structured, compliant collections processes to businesses that want to recover outstanding balances without straining customer relationships. Outsourcing collections to a specialized call center Philippines operation gives companies a cost-efficient alternative to building in-house recovery teams. M. B. A. Consulting manages the full collections cycle, from early-stage payment reminders to late-stage debt recovery, alongside back office support that keeps receivables functions running without gaps. The team works across financial services, telecommunications, and other sectors where managing unpaid accounts is a recurring operational need. With a 4.2-star rating across 425 reviews, M. B. A. Consulting Philippines has built a track record for consistent performance in the Philippine outsourcing market. Reach out to discuss your receivables recovery goals or request a quote.

Debt CollectionAccounts Receivable ManagementSkip TracingCustomer Support+2

MicroSourcing

Back Office
Manila1000+4.5 · Google
Unclaimed

Scale smarter with dedicated teams that operate as an extension of your organization. With top-tier talent, enterprise-level infrastructure and transparent governance, MicroSourcing makes growth simple and sustainable. From individual roles to full-service delivery centers, we connect you with skilled professionals across the Philippines and Colombia. Our scalable-by-design model gives you complete control and keeps your teams focused on growth. Instead of a traditional outsourcing setup, your offshore team functions as a true extension of your organization. You choose the talent, set expectations and drive performance, while we handle the rest, recruitment, HR, facilities, IT, compliance and the infrastructure that keeps your team running smoothly. Every client, from growing businesses to global companies, benefits from the same enterprise-grade standards that govern MicroSourcing. Our ISO-certified systems, secure infrastructure and compliance frameworks ensure every delivery center meets top-tier benchmarks for data protection, quality and reliability. Work with some of the world’s most recognized brands and build a career that’s not a job, but an adventure. Our teams support international clients across industries, giving you the experience, skills and confidence to compete on the global stage, while building a fulfilling career based in Colombia or the Philippines. Start your next adventure by visiting our careers hub for vacancies, locations and more.

Back OfficeIT OutsourcingCustomer Support

Moder Solutions Inc.

Finance & Accounting
Mandaue4.5 · Google
Unclaimed

Moder Solutions brings financial organizations a different kind of outsourcing partner. Founded by industry veterans with decades of sector experience, the company combines deep financial services knowledge with flexible operating models that adjust as client needs shift. From their BPO Philippines delivery centers in Cebu and Manila to offices across the US, India, and Latin America, Moder supports more than 50 clients globally. Their work goes beyond generic back office or call center Philippines arrangements. Moder builds customized technology solutions around each client's existing infrastructure, adapts processes to fit specific compliance and regulatory requirements, and provides operations support designed to scale. The focus is always on financial organizations that need a partner who actually understands the industry, not just the task list. If your organization is evaluating outsourcing options and needs a team with genuine financial sector depth, Moder is worth a direct conversation. Contact them to discuss your requirements or request a quote.

Finance & AccountingBack Office OperationsTechnology SolutionsBusiness Process Outsourcing+2

MySigrid

Virtual Assistant
Taguig, Philippines
Unclaimed

Let highly skilled executive assistants manage everything: inbox and calendar management, stakeholder coordination, project oversight, research, travel planning, and more, so you can concentrate on vision and leadership. Complement their expertise with AI agents built to automate routine workflows, eliminate busywork, and supercharge your ROI. “MySigrid offers an extraordinarily valuable service, customized to the client, provided by a staff who work hard, who listen, and continually strive to improve their quality. MySigrid delivers results and does so in a way which makes the entire process a pleasure.” “I'm a very busy person with numerous business and personal commitments. My VA helps free up a lot of my time so that I can focus on more productive work. I love the consistency of the service provided by MySigrid. They have all the training and documentation in place so that even if another VA has to handle my concern, this VA already knows my working style and expectations and can deliver the results that I want.” “You receive support from this professional VA service that might otherwise be unaffordable. Proactiveness is a great advantage. My VA sometimes anticipates my travel needs before I do, that's a luxury I now enjoy. Additionally, there are more hours of support. Then, there is the 24-hour backup team supporting me when my VA is off. And because of the time difference tasks are already solved when I arrive at the office in the morning.” "MySigrid has excellent customer service. They offer top-notch service at a good price point. I am really happy with the wide range of services that MySigrid can accommodate for their clients, and my VA is so helpful at pointing out what can work better for me in my workflow and day-to-day life." "My MySigrid VA is off to a great start. She has a positive attitude, strong skills and is highly responsive. She also is excellent at anticipating my needs. We see a bright future for her eventually managing a team providing services across our business. Well done!"

Virtual AssistantExecutive Assistant ServicesAI Workflow AutomationRemote Staffing+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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