Verified providers · Financial Services
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Financial Services BPO in the Philippines

177 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.

OutForce BPO

Customer Support
Pasig501-1000IBPAP4.4 · 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, Philippines501-10004.2 · Google4.1 · Glassdoor
Dabbler

Pandr builds offshore teams and practical AI automations around the work established businesses need done. We design roles around real workloads, then recruit, onboard and support full-time professionals across finance, customer support, operations, sales, marketing and technical functions. Our Legazpi operation provides on-site leadership, HR, IT and ongoing support. Clients stay involved in hiring, set priorities and have clear visibility of performance. Where a workflow is repetitive, we can also design automation around it. The result is more capacity, better processes and lower fixed staffing costs, with control kept close to the business.

Customer SupportBack OfficeTechnical SupportVirtual Assistant+7

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

Pearl Talent

Back Office
Manila51-2004.4 · Glassdoor
Unclaimed

Pearl Talent is a remote staffing agency that places pre-vetted talent into full-time roles for U. S. Founders and startups, sourcing candidates from the Philippines, Latin America, and South Africa. The company reports more than 1,200 hires placed for over 200 companies across the United States, with client retention above 90 percent. Buyers work with Pearl Talent to build out functions such as back office support and IT outsourcing without running their own sourcing and screening process. The roles Pearl Talent fills span several functions. On the operations side, this includes executive, virtual, and personal assistants, along with operations managers and business analysts. In customer support, placements include customer service representatives, customer success associates, and call center specialists. For technology and product teams, the roster covers AI engineers, full-stack developers, product managers, and project managers, alongside sales development representatives and account managers. Pearl Talent also places finance, HR, and legal staff such as bookkeepers, accountants, recruiters, and paralegals, plus creative and marketing hires including designers, copywriters, and SEO specialists. Pearl Talent's client base is organized around staffing for specific industries: consulting, ecommerce, finance, healthcare, legal, real estate, and technology. Its work with SaaS and fintech clients fits this pattern, since technology staffing is one of the industry categories the company lists on its own site. Operationally, Pearl Talent runs candidates through a five-stage vetting process and provides AI training before they start in a role. The company describes itself as remote-first, with team members located across more than 23 countries. Its listing here reflects a Manila-based presence within that wider staffing network, covering back office and IT outsourcing placements for SaaS and fintech clients. For companies looking to add remote back office or IT outsourcing capacity without building an internal recruiting function, Pearl Talent offers a vetted pipeline of full-time talent backed by a multi-country delivery network.

Back OfficeIT Outsourcing

Penbrothers

Back Office
Makati201-5005.0 · Clutch
Unclaimed

Penbrothers helps companies build fully staffed teams in the Philippines without needing to set up a local entity. Their employer-of-record and staffing platform, headquartered in Makati, manages payroll, compliance, and HR administration so clients can stay focused on the actual work. The services span back office operations, IT outsourcing, and finance BPO, making Penbrothers a practical choice for businesses across different industries that want to shift functions offshore efficiently. For companies weighing BPO Philippines options, working with a platform that already handles the employment infrastructure cuts setup time considerably and reduces compliance risk. The outsourcing model here is built around giving clients real control over their teams, not just placing contractors. Ready to explore what this could look like for your business? Connect with Penbrothers to discuss your requirements and request a quote.

Back OfficeIT OutsourcingFinance BPO

PeoplePartners Inc

Offshore Staffing
Quezon City4.2 · Google
Unclaimed

PeoplePartners Inc is an offshore staffing and workforce outsourcing provider based in Quezon City, positioning itself as a workforce partner rather than a conventional staffing agency. Buyers engage the company to build dedicated offshore teams, redesign how existing teams operate, and hand off back-office and support functions that would otherwise sit with onshore staff. The listing covers offshore staffing, remote team building, back office support, virtual assistant services, HR and payroll management, and recruitment and talent sourcing. On its own site, PeoplePartners lists the specific roles it places, including accountants, bookkeepers, CRM specialists, customer service representatives, executive assistants, finance coordinators, HR coordinators, IT support specialists, marketing specialists, and payroll specialists, spanning accounting, administration, customer service, finance, HR, legal, marketing, operations, sales, and technical support functions. Industries named on the listing include healthcare, education, financial services, and fitness and wellness. The company's own site adds further specializations, including customer experience, Registered Training Organisations, mortgage brokers, NDIS providers, insurance, IT and software companies, managed service providers, logistics, professional services, real estate, and businesses that run on the EOS framework. Its stated client base sits mainly in Australia and the United States, with a broader aim of serving businesses across Australia, North America, and other key markets. Engagements are framed around zero upfront cost, no lock-in contracts, and a 90-day replacement guarantee, with cost savings pitched at around 70 percent against onshore hiring. The company also describes a workforce re-engineering approach that goes beyond filling individual roles, working from a client's org chart and accountability chart to decide which functions move offshore. For businesses looking to build a remote team or restructure how work is split between onshore and offshore staff, without taking on the recruitment and management load directly, PeoplePartners Inc offers offshore staffing built around defined roles, named sectors, and clear contract terms.

Offshore StaffingRemote Team BuildingBack Office SupportVirtual Assistant Services+2

PNI Business Solutions, Inc.

Customer Support
Pasig11-50
Dabbler

PNI Business Solutions Inc. Provides recruitment and workforce solutions in the Philippines, including Executive Search, Technical Recruitment, Offshore Staffing, Payroll Outsourcing, HR Outsourcing, and AEP Assistance. We help businesses find the right people and build reliable teams.

Customer SupportBack OfficeTechnical SupportVirtual Assistant+4

Probe CX | The Curve

Customer Support
Makati City1000+4.5 · Google
Unclaimed

Probe CX | The Curve is the Makati City site of Probe CX, a customer experience management and business process outsourcing provider that combines contact center delivery with data, AI and digital transformation services. Buyers engaging this site work with a team of more than 1,000 people spanning customer support, technical support, back office operations, and CX strategy and consulting. On the services side, Probe CX runs core BPO and customer experience management operations, including customer support and technical support delivered across voice and digital channels, alongside back office operations for processing and administrative work. Its digital and AI practice covers data, analytics and AI, intelligent automation, and digitally enabled CX built for connected, AI-powered customer experience ecosystems. A consulting and transformation practice, described as more than 150 in-house experts, works on operating model design and execution, and the company also lists specialised enterprise services such as collections as a service alongside its core support functions. Probe CX positions itself around complex, highly regulated sectors, and this Makati City listing is built around government, retail and financial services clients specifically. Its wider industry focus, as described on its own site, spans banking and financial services, ecommerce, healthcare, retail, telecom, transport, insurance, hospitality and energy, reflecting a client base of enterprise and government organizations with regulatory and compliance requirements. Probe CX describes itself as operating with more than 45 years of combined industry experience and says it is the partner of choice for more than 65 enterprise and government organizations across Australia and New Zealand, pointing to an established delivery relationship with that market. The Makati City site referenced in this listing forms part of that wider delivery footprint, providing Philippine-based capacity for the group's customer experience and back office operations. For buyers assessing outsourcing partners in the Philippines, this listing covers Probe CX's Makati City operation within a larger, multi-country group focused on customer experience management, AI-enabled automation and back office support for regulated and enterprise clients.

Customer SupportAI & Intelligent AutomationDigital TransformationBack Office Operations+2

Profitmaster Global Outsourcing

Finance & Accounting
Angeles4.7 · Google
Unclaimed

We manage your business the affordable way. At Profitmaster Global Outsourcing we provide an affordable and professional alternative with dedicated remote staffing that are experienced, skilled, honest and hardworking team members. Your dedicated remote staff is an extension of your local team, ready to service you with the tasks and services you require. Our services use advanced communication technology. No longer do you need to be in the same room to have expert help in your business. We provide your remote team with modern, up to date technology, equipment and facilities to create a stable and enjoyable working environment. With access to a large pool of talents, we can hire the perfect person for you. We screen, interview and match your new team member to your job specifications. We’ll assess your requirements; take care of the recruitment process and all the paperwork so you know you’re getting the right person for the job every time. Recruiting and training new staff can take a lot of time and money. Outsourcing makes it easy for you to scale an area of your business that would be costly or difficult to expand quickly. After considerable research on the suitability of Philippines professional and support staff, Philippines business regulations, ethical requirements of the Australian accounting professions and professional insurance availability, it was decided to incorporate a new company through the Philippines Securities and Exchange Commission. This company became Profitmaster Global Outsourcing. We have very low staff churn. This ensures retraining costs are kept to a minimum. Some of our staff has been with Profitmaster for more than five years.

Finance & AccountingLoan ProcessingFinancial PlanningAdministration Services+3

Quality Leads BPO

Customer Support
Dumaguete City4.8 · Google
Unclaimed

Quality Leads BPO is a call center outsourcing and offshore staffing company based in Dumaguete City, Philippines. The company builds dedicated offshore teams for customer support, telemarketing, technical support, virtual assistants and back-office tasks, aimed at businesses that want an outsourced team without handling recruitment or facilities themselves. New clients work directly with the company's founder to scope a project, and staff assigned to an account can be changed later if the fit is not right. The service list covers customer support, technical support, lead generation and telemarketing, virtual assistants, data entry and web development, along with email and chat ticket handling and search engine optimization work. Within telemarketing, described campaigns include live transfers for Medicare, ACA plans, solar, auto warranty, credit repair and debt settlement offers, along with appointment setting for real estate. Virtual assistant work listed includes medical record retrieval, business research, lead generation and patient screening across cgx, immuno and neuro campaigns. Client work described by the company spans healthcare, through patient screening and medical record retrieval; real estate, through appointment setting; telecommunications, through customer and technical support for accounts such as Xstream TV and CBC Telecommunications, plus dispatch support for a taxi service; financial services, through credit repair and debt settlement live transfers; and solar energy, through solar live transfer campaigns. Staff work from the company's office in Dumaguete City rather than remotely, and new clients are offered a free three-day trial period before committing to ongoing work. Account reporting is built around daily, weekly and monthly KPI tracking, with an end-of-day report sent to clients so they can follow account activity and progress toward targets. Work on each account follows protocols and guidelines agreed with the client, with real-time updates provided along the way. Quality Leads BPO presents itself as a mid-size, hands-on outsourcing partner suited to small and growing businesses seeking offshore support across sales, customer service and administrative functions.

Customer SupportTechnical SupportLead GenerationTelemarketing+3

Regent Business Process Inc.

Customer Support
Cebu City5.0 · Google
Unclaimed

We build and manage high-performing teams in the Philippines, so you can focus on growth. Australian owned, Filipino managed. Globally competitive. Liam Bal is the Chairman and co-founder of Regent BP, an Australian-owned offshore staffing solutions company headquartered in Cebu, Philippines. Since founding the company, Liam has been the driving force behind Regent's vision to deliver high-quality, cost-effective business process outsourcing services that bridge Australian businesses with top-tier Filipino talent. Based in Australia, Liam brings a strong business acumen and a deep understanding of what Australian companies need from an offshore partner, reliability, transparency, and genuine service quality. His hands-on, founder-led approach has shaped Regent's culture from the ground up, fostering a people-first environment that values both its clients and its team members in Cebu. Under Liam's chairmanship, Regent BP has grown into a trusted outsourcing partner for businesses across Australia, offering tailored staffing solutions across a wide range of industries and functions. His vision continues to guide the company's expansion, ensuring Regent remains true to its founding principles while evolving to meet the demands of a dynamic global marketplace. Ana Marie's leadership is forged from nearly two decades of BPO experience. Since 2007, she's risen from frontline service to CEO, gaining an exhaustive understanding of how successful businesses operate. At Regent's helm, Ana Marie helps small businesses maximize potential through smarter, value-driven operations. Her mission: align Australian partners' visionary goals with top-tier Filipino talent.

Customer SupportIT OutsourcingFinance & AccountingHealthcare BPO+3

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, POC, and BAU. Or read the full BPO glossary.

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