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:

NCH Customer Support Services, Inc.

Customer Support
Pasay City1000+3.7 · Google
Unclaimed

Outside our office, you’ll find amazing restaurants, shops and parks right on the doorstep. Inside, you’ll discover our own top-rated restaurant serving free meals during office events, plus monthly fruit/vegetable bags to keep the energy flowing. Whether you’re just starting out or ready to take your next big step, there’s room to grow fast here. You’ll sharpen your skills, stretch your abilities, and take your career further than you imagined. Warm, open and collaborative – our people make the difference. You’ll work alongside talented, supportive people who are as invested in your success as their own. Our Risk and Payments team protects both players and the business from the threat of fraud. We verify customer accounts and monitor transaction trends to identify any potential risks. It’s detailed, high-impact work that builds security and confidence across our brands. Our Compliance team helps us navigate the complex laws and regulations that govern our industry. We build strong relationships with regulatory bodies, carry out regular audits, and lead employee training in areas like data protection and cyber security. Our work keeps our operations transparent, compliant and accountable. Our CDD team plays a crucial role in protecting vulnerable players and preventing financial crime. We investigate alerts linked to criminal activity, verify source of funds, and conduct thorough customer reviews – all in line with the Anti-Money Laundering Council (AMLC) and Safer Gambling guidelines.

Customer SupportRisk ManagementFraud DetectionPayments Operations+2

NTT DATA, Inc. Philippines

IT Outsourcing
Makati City1000+4.3 · Google
Unclaimed

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.

IT OutsourcingManaged ServicesApplication DevelopmentCustomer Support+2

nXscale

Offshore Team Building
Makati City
Unclaimed

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.

Offshore Team BuildingRecruitment & HiringCustomer SupportMarketing Support+2

ONE Contact Center, Inc.

Inbound Call Center
Pasig3.6 · Google
Unclaimed

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.

Inbound Call CenterOutbound TelemarketingAppointment SettingLead Generation+2

OneBPO

Customer Support
Iloilo City2.3 · Google
Unclaimed

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.

Customer SupportInbound SalesTelemarketingHealthcare BPO+3

Open Access BPO

Customer Support
Manila1000+5.0 · Google
Unclaimed

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.

Customer SupportBack OfficeMultilingual SupportHealthcare BPO+2

Optimum Source

Finance & Accounting
Pasig4.8 · Google3.8 · Glassdoor
Unclaimed

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.

Finance & AccountingCall Center ServicesHR & RecruitmentIT Outsourcing & App Development+3

Optum Global Solutions

Healthcare BPO
Quezon City1000+4.4 · Google
Unclaimed

Every year, the Internal Revenue Service (IRS) sets a contribution limit for everyone with a health savings account (HSA). It's the maximum amount of money you can put into the account for that calendar year. Warm weather can pose unique risks for people who have skin conditions. Here’s how to help protect your skin and still have fun in the sun. You should see your doctor often, no matter how old you are. But what happens during those visits changes as you get older. Here’s what to know. We believe better healthcare is always possible. Every day, we work to make it easier, more affordable and more connected. Optum makes healthcare easier by connecting services like doctor visits, mental health and specialty care, in clinics, at home and online. Making it easier to accomplish everyday tasks like scheduling, billing, medication management and getting test results, so care works better for everyone. We focus on improving efficiency for the companies who pay for and provide care. We work to keep medication costs down. We equip care teams with tools and technology that help people stay well, and stop health problems before they start.

Healthcare BPOBack OfficeFinance BPO

OutForce BPO

Customer Support
Pasig501-10004.4 · Google
Unclaimed

OutForce BPO gives businesses in Australia, the US, and beyond a faster, cleaner path to offshore talent in the Philippines. With more than 950 agents staffed and the ability to deploy a working team in as little as two weeks, they remove the friction that usually makes outsourcing slow and expensive. Services span customer support, back office operations, medical billing, payment processing, fraud detection, HR, payroll, and IT support, making OutForce a genuine end-to-end BPO Philippines partner rather than a single-service provider. What sets them apart is pricing transparency. Clients see exactly what they pay for, with no hidden fees, and they retain direct control over their offshore teams as if the staff were in-house. AI-powered hiring filters candidates on skills before any human review, which shortens recruitment timelines and raises baseline quality. Facilities in Manila, Cebu, and Clark meet enterprise-grade security and infrastructure standards. OutForce serves telecommunications, financial services, healthcare, and transportation companies. If you are weighing call center Philippines options or want a back office partner that can scale quickly without a large upfront commitment, reach out to OutForce for a quote.

Customer SupportBack Office OperationsHealthcare BPOFinance & Accounting+3

Outsourced Philippines

IT Outsourcing
Manila1000+4.4 · Google
Unclaimed

When you hire offshore staff in the Philippines with Outsourced, you can save up to 75% of the costs compared to hiring locally. Outsourcing to the Philippines is an extremely cost-efficient strategy to grow and expand your business. With Outsourced, you can scale your organisation quickly, easily, and cost-effectively. Our AI-enhanced recruitment process and dedicated support team help you build a custom-fit offshore team, made up of the top 1% of talent in the Philippines. Your offshore staff operate during the working hours you define and are effectively an extension of your local team, just located remotely. You select the candidates you want on your team and they report to you daily, just like hiring locally. “I have been working with Outsourced for a few years now and I must say that they have been an invaluable partner for our business. Their dedication, expertise, and professionalism have truly exceeded my expectations.” "We have been so happy with the people they have brought on board we have decide to expand the operation. This is testament to the flexibility and determination of the Outsourced team who have been more like an extension of our company rather than a 3rd party." "Outsourced are an extremely professional organisation, easy to to do business with and lightening fast at sorting things out. The staff are super friendly with a 'can do' attitude. They also treat our team very well and we have no complaints (happy productive staff means a happy client)."

IT OutsourcingBack Office

Pandr Outsourcing

Customer Support
Legazpi City, Philippines4.2 · Google4.1 · Glassdoor
Unclaimed

Build reliable admin and customer service teams that work like your own. At Pandr Outsourcing, we help businesses run smoothly with office-based professionals trained to deliver consistent results. From front-office coordination to customer support and data management, your offshore team integrates seamlessly into your operations, without the chaos of managing freelancers. Our Admin and Customer Service Support Staff handle essential daily tasks that keep your business organised and customers satisfied. Each team member works under dedicated on-floor leadership to ensure structure, accountability, and productivity. Keep your financial operations accurate and compliant with Pandr’s professional bookkeeping and accounting support teams. Our specialists deliver reliable, detail-oriented assistance to streamline payroll, invoicing, and reconciliation, so you stay focused on growth, not spreadsheets. We provide qualified accounting professionals trained in international standards and secure data handling. Every process follows strict compliance protocols, ensuring precision and trust. Support your projects from planning to completion with experienced back-office and project coordination staff. Pandr Outsourcing helps construction and engineering firms streamline documentation, scheduling, and client communication while maintaining site-level accuracy and compliance. Scale your brand and marketing operations with creative professionals who bring ideas to life. Our marketing and design support teams help you execute campaigns, manage digital channels, and produce visuals that enhance your brand presence, all from one structured setup.

Customer SupportBack Office OutsourcingFinance & AccountingCreative & Marketing+3

pax virtual assistant

Credit Repair Disputes
Quezon City5.0 · Google
Unclaimed

PAX Virtual Assistant is a Philippines-based outsourcing partner that connects businesses with skilled Filipino talent across creative, digital, and financial services. Based in Quezon City, the company offers credit repair disputes, social media management, website development, graphic design, and video editing, making it a solid choice for businesses looking to offload specialized tasks without sacrificing quality. What sets PAX apart in the BPO Philippines space is its focus on long-term fit. Their agents treat the work as a career, not a contract, which translates into lower turnover and more consistent output for clients. The company backs this up with structured training programs, internal quality assurance, and process mapping designed to keep delivery on schedule. Clients have reported cost reductions of up to 75% after bringing PAX on board. Whether you need back office support, creative production, or help resolving credit disputes, PAX Virtual Assistant has the infrastructure to scale alongside your business. Reach out today to discuss your requirements and get a custom quote.

Credit Repair DisputesSocial Media ManagementWebsite DevelopmentGraphic Design+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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