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.

Moder Solutions Inc.

Finance & Accounting
Mandaue
Unverified

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

Monroe Consulting Group Philippines - Recruitment and Headhunting

Executive Search
Manila
Unverified

Monroe Consulting Group is an international executive search firm with offices across Asia and a strong presence in Manila, Philippines. Organizations that need to fill senior and mid-level roles, including those building BPO Philippines operations or expanding back office teams, turn to Monroe when conventional recruitment channels fall short. The firm's core work is headhunting and talent acquisition, with coverage across banking and financial services, healthcare, manufacturing, FMCG, mining, and technology. Monroe also supports employers through outplacement programmes and publishes market research that gives clients a sharper view of APAC hiring trends. That combination of search capability and market intelligence is useful for companies managing outsourcing partnerships or building distributed teams across the region. Monroe holds a 4.9 rating across more than 2,200 reviews, a consistent indicator of the quality of their candidate and client relationships. Their Manila office works in step with regional teams across Asia. To discuss a search mandate or explore how Monroe can support your hiring plans, connect with their team directly.

Executive SearchTalent AcquisitionHeadhuntingOutplacement Services+3

MySigrid

Virtual Assistant
Taguig, Philippines
Unverified

MySigrid is a Philippines-based outsourcing firm that pairs premium executive assistant services with custom AI automation, giving startup founders and C-suite executives a practical advantage over their schedules. Based in Taguig, the company handles inbox and calendar management, stakeholder coordination, project oversight, research, and travel planning. Its engineers also build AI agents that automate repetitive back office workflows, so clients see a direct return on what they invest. What sets MySigrid apart in the BPO Philippines market is its integrated delivery model. Each client works with an executive assistant, an AI engineer, and a dedicated success manager operating as one unit. A 24-hour backup team keeps coverage consistent around the clock, which matters when you cannot afford a gap or a slow handoff in your support operations. Trusted by more than 1,000 startup founders and global executives, including clients in biotech, finance, and healthcare, MySigrid has built a reputation for proactive, consistent service. If you are looking for a reliable outsourcing partner in the Philippines that combines human expertise with AI-ready infrastructure, reach out to MySigrid and request a VIP consultation.

Virtual AssistantExecutive Assistant ServicesAI Workflow AutomationRemote Staffing+2

NCH Customer Support Services, Inc.

Customer Support
Pasay City1000+
Unverified

NCH Customer Support Services, Inc. Is the Philippine operating entity behind Entain's Manila hub, one of the more established BPO Philippines operations in the online gaming and payments space. Based in Pasay City, the team supports global brands including BetMGM and Ladbrokes, handling customer support, fraud risk monitoring, and payments operations that protect both players and the business at scale. With more than 1,500 colleagues on the ground, this call center Philippines location has been running for over a decade, giving clients access to a mature, well-resourced outsourcing partner with deep experience in regulated industries. The risk and payments function is a particular strength: agents verify accounts, monitor transaction trends, and flag potential fraud, making it a natural fit for companies that need back office and compliance work done with precision. If your business operates in gaming, fintech, or any sector where customer trust and payment integrity matter, NCH Customer Support Services is worth a conversation. Reach out to explore how their Philippine outsourcing team can support your operations.

Customer SupportRisk ManagementFraud DetectionPayments Operations+2

Ninja Van Philippines

Last-Mile Delivery
Makati City
Unverified

Ninja Van Philippines is a tech-driven logistics partner for businesses that want to outsource their distribution operations without sacrificing reliability or speed. With over 2 million parcels delivered every day and a nationwide network across the Philippines, Ninja Van handles e-commerce fulfillment, direct-to-store delivery, warehousing, and last-mile courier services for companies of all sizes. The company connects online storefronts, marketplaces, retail, and wholesale channels through a single unified network, giving brands a practical way to scale their supply chain without building costly in-house infrastructure. Trusted by leading e-commerce platforms, top retail brands, banks, financial institutions, and government bodies including the Supreme Court of the Philippines, Ninja Van serves clients across demanding industries where delivery reliability directly affects customer trust. For businesses in the Philippines considering outsourcing their logistics and fulfillment operations, Ninja Van brings the operational scale and local expertise to make that transition straightforward. Reach out to their team to explore delivery solutions that fit your volume and growth plans.

Last-Mile DeliveryE-Commerce FulfillmentWarehousing & Inventory ManagementDirect-to-Store Distribution+2

NTT DATA, Inc. Philippines

IT Outsourcing
Makati City1000+
Unverified

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
Unverified

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
Pasig
Unverified

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 City
Unverified

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+
Verified

Open Access BPO is a Philippines-based outsourcing provider that combines human expertise with AI-driven workflows to deliver customer experience and back office solutions for high-growth digital businesses. Operating from Makati and Davao in the Philippines, Las Vegas in the US, and Taipei, the company runs 24/7 operations across multiple time zones, serving clients in fintech, ecommerce, SaaS, healthcare, logistics, and telecommunications. The BPO Philippines services on offer span multilingual customer support, call center operations, and back office processing, built on data-driven processes that scale with client demand. A boutique operating model means each engagement is configured to fit the client's existing systems and culture rather than forcing a generic package. Security credentials back this up: Open Access BPO holds PCI DSS, GDPR, HIPAA, SOC 2, and ISO/IEC 27001:2022 certifications. For brands that need a call center in the Philippines with real flexibility and an AI-ready BPO foundation, Open Access BPO is a strong candidate. Connect with their team to request a quote and explore how the model fits your roadmap.

Customer SupportBack OfficeMultilingual SupportHealthcare BPO+2

Optimum Source

Finance & Accounting
Pasig
Unverified

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+AI-Ready
Verified

Optum Global Solutions gives healthcare and finance organizations a reliable outsourcing partner in the Philippines, handling the operational work that keeps global health systems running. Based in Quezon City, the team focuses on healthcare BPO, back office processing, and finance BPO, so clients can redirect internal resources toward patient care and strategic priorities instead of administrative overhead. As a BPO Philippines provider with deep roots in healthcare operations, Optum Global understands the compliance pressures and turnaround demands that come with supporting health systems across different markets. That background carries over into their finance and back office work, where accuracy and process discipline matter just as much. If you're evaluating an AI-ready BPO in the Philippines for healthcare or financial back office support, Optum Global Solutions is worth a closer look. Reach out to discuss your requirements or request a quote.

Healthcare BPOBack OfficeFinance BPO

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

Run a BPO offering financial services services that is not listed here? Get listed for free.