Financial Services BPO in the Philippines

Manna GTM is a fractional outbound team based in Metro Manila, Philippines, that runs cold email and LinkedIn outbound for B2B companies that need a functioning sales development function without a full-time hire. The team handles everything from prospect research through to qualified conversations handed off to the client's CRM. A monthly retainer starts at $1,500, and all workflows, lists, and copy frameworks built during the engagement belong to the client. The service covers six areas. Prospect research and list building finds target accounts and contacts that match the client's ICP, drawing from sources beyond the standard databases. Data enrichment and verification cleans and fills lists before any campaign sends. Campaign copy and sequence development produces personalised outreach, with every sequence drafted at scale and then approved by a human reviewer before it goes live. Deliverability and inbox setup handles domain configuration, DNS, warmup, and ongoing sender health monitoring. Automation and reporting connects enrichment workflows, tracking, and live dashboards to cut repetitive manual work. Biweekly GTM strategy sessions help clients refine targeting, test new angles, and sharpen their offer alongside the team running the campaigns. The portfolio covers 17 campaigns across real estate lending, financial services, and sales technology. In one real estate campaign, county recorder data surfaced verifiable facts about competitor borrowers, opening conversations with a same-day quote. That campaign sent 468,000 emails and produced 384 positive replies across four iterations. A financial services campaign targeting local businesses by vertical and location reached 1,281 contacts and returned 66 replies. Across all campaigns on record, the team has produced more than 2,900 positive replies. What separates this from a typical outsourcing arrangement is the combination of AI workflows and hands-on human quality assurance at every stage. AI handles account sourcing, contact enrichment, personalised copy drafting, sending, and reply sorting. A human QA layer reviews each step: checking accounts against the ICP, editing every sequence before it sends, and routing qualified conversations to the client's team. The tech stack includes Clay, Apollo, Instantly, Smartlead, HubSpot, Make.com, OpenAI, and a range of enrichment APIs, making this an AI-ready outsourcing option for B2B teams that want the full outbound function without the overhead of a full-time hire. Companies looking to outsource their outbound sales development can book a call on the Manna GTM website to discuss scope, pricing, and available capacity.

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.

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.

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!"

NTT DATA, Inc. Philippines brings the global reach of one of the world's largest IT and business services companies to Makati City. As part of the NTT Group, this established outsourcing partner delivers end-to-end technology and BPO services that help organizations modernize operations, reduce costs, and concentrate resources on their core business. From IT outsourcing and managed services to application development and customer support, NTT DATA Philippines functions as a trusted extension of its clients' teams. The company serves organizations across banking and financial services, healthcare, telecommunications, and manufacturing, drawing on deep industry knowledge and structured delivery methodologies refined across global markets. As a BPO Philippines provider backed by a worldwide delivery network, NTT DATA offers the operational discipline and technical depth that complex, regulated industries require. Organizations evaluating outsourcing partners in the Philippines can connect with the NTT DATA team directly to discuss specific needs and request a consultation.

NXscale is a Makati City-based outsourcing and recruitment firm that helps businesses build dedicated offshore teams in the Philippines. The company takes a consultative approach, spending time upfront to understand each client's culture and specific hiring requirements before sourcing and screening candidates. Their process covers the full cycle: finding the right Filipino talent, presenting shortlisted candidates for client review, then managing onboarding and team setup so day-to-day operations can start without delay. Services include offshore team building, end-to-end recruitment, customer support staffing, marketing support, and HR onboarding. The team brings hands-on experience across tech, SaaS, finance, and BPO, with a track record of placing specialists for growth-stage startups and scaling companies. Clients have used nXscale to fill roles in marketing, customer support, and other business-critical functions, freeing up their in-house teams to stay focused on core priorities. For companies exploring BPO Philippines options or looking to build an offshore team without the usual friction, nXscale offers a practical, cost-efficient path to long-term talent. Reach out to discuss your requirements and get a custom outsourcing plan.

ONE Contact Center (OCC) is a Philippines-based BPO built for businesses that need results from their customer outreach. Operating out of Pasig, OCC delivers inbound call center services, outbound telemarketing, appointment setting, lead generation, and live chat support, giving clients a single outsourcing partner for both inbound and outbound customer contact. OCC has built its reputation on genuine partnerships. Long-term clients like iHerb have grown alongside the OCC team over multiple years, and small business owners in insurance, energy, home services, and financial consulting regularly credit OCC with booking more appointments than their internal teams can absorb. That kind of output is what draws companies to outsourcing in the first place, and it is what OCC consistently delivers. For companies in North America looking for a dependable call center Philippines partner, OCC offers a hands-on team that learns your campaign and adapts to your goals. Whether you need customer support coverage, a steady flow of qualified leads, or online chat handled professionally, OCC is worth a conversation. Reach out today to discuss your needs and request a quote.

One Outsource Direct Corp (OODC) is a leading BPO services provider based in the Philippines. Founded in 2003, the company has been helping growth-ready companies scale their business operations through managed customer services, RPO, shared services and back office support, and software development.

OneBPO is an Iloilo City outsourcing company that gives businesses a dependable, cost-effective way to handle customer support, healthcare administration, and back office work without the overhead of building those functions in-house. The leadership team averages over 20 years of industry experience, and operations run 24/7 from a secure, monitored facility with active on-site management baked into every shift. The service portfolio covers inbound sales, telemarketing, order taking, data entry, data cleansing, medical transcription, medical billing, medical appointment scheduling, collection reminders, and billing inquiries. That breadth makes OneBPO a practical call center Philippines option for healthcare organizations and other industries needing both customer-facing and administrative coverage under one roof. Several client partnerships have run for six to eight years, which says more about delivery quality than any sales pitch could. If you're exploring offshore outsourcing to the Philippines and want a provider with proven processes, on-the-ground leadership, and a clear growth trajectory, OneBPO is worth a conversation. Contact their team to discuss your requirements and request a proposal.

For over a decade, Open Access BPO has empowered high-scaling brands to deliver top-tier CX. We achieve this through a flexible, boutique-style operating model that is tailored to your specific needs and integrates seamlessly with your culture, systems, and tools. Our approach combines exceptional talent with AI-driven workflows and technologies that enhance human expertise and drive measurable growth. Our agile, multilingual CX and back office solutions empower your organization to thrive amid today's fast-paced digital shifts, evolving customer expectations, and competitive global markets. These solutions enable you to adapt quickly and deliver consistently across every touchpoint, ensuring a seamless and personalized experience for your customers. At Open Access BPO, we combine human expertise with AI to deliver robust multichannel outsourcing solutions. Our process involves proactive data-driven CX support strategies, designed to meet diverse customer needs and fuel scalable growth in fast-evolving global markets. This unique blend of human and AI capabilities ensures that we deliver the best possible solutions for your business. By combining exceptional talent with agile, technology-driven processes, we empower brands to stay resilient and competitive in a constantly evolving world. This approach enables us to deliver future-ready CX and solutions that support your digital transformation and long-term growth. As a boutique outsourcing service provider, Open Access BPO is deeply committed to driving the growth of high-scaling enterprises across industries. Our customized solutions are scalable and future-ready, empowering your brand to keep pace with fast-moving markets. With this approach, your team can focus on core business priorities while we manage your customer experience and back office operations with efficiency and precision. Guided by agility and backed by AI-powered business strategy insights, our tailored solutions can pivot alongside your growth strategy. We protect your investment and deliver a measurable ROI, giving you the confidence to scale your business securely.

Optimum Source is a Pasig-based outsourcing company with 28 years of experience serving some of the world's most respected organizations across financial services, insurance, mortgage, media, ecommerce, and manufacturing. As a full-service BPO Philippines provider, Optimum covers Business Process Outsourcing, Knowledge Process Outsourcing, and IT Outsourcing under one roof, giving clients a single partner for complex, multi-function engagements. Their service portfolio spans accounting and finance, HR management and recruitment, inbound and outbound call center services, IT support and app development, research and analytics, mortgage processing, insurance claims processing, and back office support. Teams are built to integrate with each client's culture and are held accountable to clear performance metrics from day one. For businesses seeking a proven, AI-ready BPO partner in the Philippines, Optimum Source brings the depth of service and institutional track record to handle demanding customer support, back office, and knowledge process work at scale. Reach out to their team to request a quote or discuss how they can support your operations.

Optum Global Solutions is Optum's Quezon City delivery center, providing healthcare BPO, back-office and finance process support as part of the healthcare services and technology business of UnitedHealth Group. Buyers working with this site draw on the operational model of a company built around three priorities: making healthcare easier to use, lowering the total cost of care, and improving health outcomes. That model spans medical billing, health account administration and pharmacy fulfillment for patients and health plans across the United States, backed here by a team of 1,000 or more. The services listed for this office, Healthcare BPO, Back Office and Finance BPO, map to the functions Optum runs for its own patients and members: medical bill payment and account management, prescription and refill processing across home delivery, specialty and infusion pharmacy programs, and administration of health savings accounts (HSA) and flexible spending accounts (FSA), including contribution tracking, balance transfers and tax-season documentation. Medication management also extends to complex and rare-disease therapies through its Genoa Healthcare and Frontier Therapies programs. Optum's client base spans the healthcare and fintech industries tagged on this listing. Its own materials describe two groups it serves: individuals and families, and the healthcare industry itself, meaning the health plans, employers and providers who pay for and deliver care. On the finance side, that work extends to employers and brokers and consultants who administer health benefit accounts for their own employees, plus the individual account holders who use HSA and FSA cards to pay for care. As part of UnitedHealth Group, Optum operates at national scale, with care coordination and account-support functions built to serve more than 120 million people who access medical care, mental health and everyday wellness services through the parent organization. For a healthcare or fintech company evaluating BPO, back-office or finance process partners, the Quezon City office of Optum Global Solutions offers access to that same operating model and domain depth.