Verified providers · Financial Services

Financial Services BPO in the Philippines

190 verified companies

Taken together, banking, fintech, and insurance clients account for one of the deepest verticals in this directory — well over 150 companies serve financial services in some form. Fintech is the growth engine: KYC review, fraud and dispute operations, and customer support for digital-first finance brands.

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.

Junrix e-Services

Loan Referral Services
Philippines
Unverified

Junrix e-Services is a Philippines-based financial facilitation company that connects individuals with accredited banks and private lending institutions. The core offering is a free, fully digital loan matching and consultation service, covering everything from initial application through to approval, with zero upfront fees or hidden charges. Borrowers can access personal loans without collateral or a co-maker, with repayment terms stretching up to 60 months and approvals typically processed within 5 to 7 banking days. Loan purposes span home improvement, debt consolidation, medical emergencies, business capital, education, and more, making Junrix a practical entry point for Filipinos navigating personal finance decisions. For businesses and financial institutions looking to reach qualified borrowers through a trusted digital channel in the Philippines, Junrix e-Services offers a proven referral and matching platform backed by a strong customer satisfaction record. Connect with their team to explore how their financial services network can support your lending or outsourcing goals.

Loan Referral ServicesFinancial ConsultationLoan Application ProcessingFinancial Product Comparison+1

Kadence International - Philippines

Market Research
Pasig
Unverified

Kadence International is a global market research agency with a Philippines office in Pasig, built around one thing: giving businesses the consumer intelligence they need to make confident decisions. The team handles qualitative and quantitative research, brand strategy studies, customer experience analysis, NPS measurement, and design services for presentations and infographics. That breadth means clients rarely need to bring in a second vendor to turn raw data into something usable. The client list spans financial services, consumer electronics, FMCG, media, and public health, with long-term partnerships at companies including Bloomberg, Mars, Royal Canin, Panasonic, the Wall Street Journal, and Changi Airport Group. Those relationships, many running five years or more, reflect a working style that prioritizes honest counsel over upselling and project delivery over account management theater. For brands exploring research outsourcing or looking for a Philippines-based partner in the BPO Philippines market, Kadence brings structured methodology alongside the flexibility to move fast when deadlines are tight. Connect with the team to discuss your research needs or request a project quote.

Market ResearchConsumer InsightsBrand Strategy ResearchCustomer Intelligence+3

Kgb Philippines, Inc.

Customer Support
Taguig
Unverified

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

KPMG R.G. Manabat & Co. (Iloilo Branch)

Audit & Assurance
Iloilo City
Unverified

KPMG R. G. Manabat & Co. Brings the reach of a global professional services network to businesses operating in Iloilo City and across the Philippines. The firm delivers independent audit and assurance services that give investors and capital markets the confidence they need, alongside deep technical tax advisory that covers the full spectrum of Philippine and cross-border tax obligations. Beyond compliance, KPMG Philippines helps organizations work smarter and compete on stronger footing through management consulting and technology-led transformation. The firm's KPMG Lighthouse Philippines practice serves as a dedicated center of excellence for data-driven technology, supporting back-office modernization, process improvement, and digital outsourcing initiatives that are increasingly central to how Philippine enterprises scale. For companies exploring professional outsourcing in the Philippines, whether audit support, tax compliance, financial advisory, or technology transformation, KPMG R. G. Manabat & Co. Offers institutional expertise backed by a globally recognized brand. Connect with the Iloilo team to discuss how their services can support your organization's goals.

Audit & AssuranceTax AdvisoryManagement ConsultingTechnology Transformation+2

Lead Assassin

Lead Generation
Philippines
Unverified

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
Philippines
Unverified

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
Angeles
Unverified

LeadHustler brings over 21 years of lead generation and telemarketing experience serving businesses across the United States, United Kingdom, and Australia. The company specializes in health insurance leads, live transfers, data services, remote staffing, and merchant account solutions, making it a solid choice for organizations that need qualified prospects delivered consistently and at scale. For businesses exploring outsourcing options, LeadHustler offers remote staffing support that connects clients with trained professionals without the overhead of in-house hiring. Whether you need a steady pipeline of health insurance leads or a dependable back office team, the company has built its reputation on results across competitive English-speaking markets over two decades. Based in Libertyville, Illinois with a strong operational track record in BPO Philippines-style remote staffing and call center services, LeadHustler is positioned to support growing businesses that need lead generation and customer support done right. Reach out directly to discuss your requirements or request a quote.

Lead GenerationTelemarketingLive TransfersRemote Staffing+2

Leads Provider

Lead Generation
Philippines
Unverified

Leads Provider has been connecting businesses with qualified prospects since 2014, operating as a specialist B2B and B2C telemarketing company across Australia and the Philippines. As a Philippines-based BPO, the company delivers fully managed lead generation, appointment setting, database solutions, and digital marketing services that help both small businesses and large enterprises fill their sales pipelines. The team handles outbound and inbound call center Philippines operations with a clear focus on conversion quality. Specific lead products cover Mortgage Refinance, Investment Property, Insurance, and Solar, making Leads Provider a practical outsourcing partner for finance, real estate, and energy sector clients who need warm, pre-qualified opportunities rather than raw contact lists. With nearly a decade of outreach experience and a dual-market presence, Leads Provider bridges Australian business demand with the cost efficiency of Philippines outsourcing. If your team needs more appointments and better-qualified leads, get in touch to discuss your pipeline goals.

Lead GenerationTelemarketingAppointment SettingCustomer Support+2

Lendell Outsourcing Solutions, Inc

Background Investigation
Mandaluyong City
Unverified

Lendell Outsourcing Solutions, Inc. Is a Philippines-based BPO built around one clear purpose: giving businesses the verified information they need before making high-stakes decisions. Founded in 2014 and based in Mandaluyong City, the company operates as a third-party Decision Support Systems provider, delivering background investigation, credit investigation, property verification, property appraisal, collection management, and skip tracing services. Security and accuracy are central to how Lendell works. The company holds ISO 27001:2022 ISMS certification, which means client data is managed under internationally recognized information security standards. Every outsourcing engagement is scoped to the client's requirements and timeline, making it a practical fit for companies that need reliable back office support without building an in-house research team. Lenders, property firms, and financial institutions across the Philippines use Lendell to reduce risk and speed up due diligence. If your business needs a dependable outsourcing partner for investigation, verification, or collection services, reach out to Lendell to discuss your requirements and request a quote.

Background InvestigationCredit InvestigationProperty VerificationProperty Appraisal+2

Loop Contact Solutions

Inbound Sales
Makati City
Unverified

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 City
Unverified

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+AI-Ready
Verified

MicroSourcing is one of the Philippines' largest dedicated offshore staffing providers, giving businesses direct access to full-time remote teams without the overhead of building their own operations from scratch. Whether you need back office processing, IT outsourcing, or customer support, they staff and manage entire functions on your behalf, not just individual contractors. Based in Manila and operating across multiple industries, MicroSourcing handles the infrastructure, HR, and compliance so clients can focus on their core business. As a BPO Philippines operation at real scale, they are built to support companies that need consistent, reliable output from an outsourcing partner, not a trial-and-error staffing experiment. If you are evaluating call center Philippines options or need a back office team that can grow with your business, MicroSourcing is worth a direct conversation. Reach out to get a quote or discuss how their model fits your specific requirements.

Back OfficeIT OutsourcingCustomer Support

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.

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