Offshore Outsourcing for Banking, Financial Services & Insurance

Pre-vetted administration, finance, customer service and data support for BFSI businesses - ready in weeks. Fully managed, ISO 9001 certified, and built to meet the accuracy and compliance standards your industry demands.

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At a Glance
BFSI Outsourcing
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ISO 9001 certified - enterprise-grade quality management
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Hubs in Philippines, India & Indonesia
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Save 60%+ vs local equivalent hires
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Most clients onboarded in 2 - 6 weeks

Banking, Financial Services & Insurance Outsourcing

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BFSI businesses operate under significant compliance and accuracy requirements - and carry a high volume of administration, finance, customer service and data work to match. Managing that workload with local headcount alone is expensive, and finding qualified support staff is increasingly difficult.

Offshore support gives BFSI businesses access to skilled, cost-effective talent across the functions that keep operations running - without adding to the complexity or cost of local hiring.

The Philippines offers a large, experienced English-speaking workforce with strong familiarity with BFSI back-office functions. India brings exceptional depth in finance, data and analytics roles. Indonesia adds cost-effective scale across administration and operations.

Platintel gives you fast, managed access to offshore talent that fits the way your business operates - ISO 9001 certified, fully managed, and with no lock-in contracts.

Why Banking, Financial Services & Insurance Companies Outsource With Platintel

Built for accuracy-driven environments

We understand the standards BFSI businesses operate to. Every candidate is screened for attention to detail, data-handling discipline and the platforms your team uses

Cost efficiency

Save 60%+ per hire compared to local recruitment - with all HR, payroll and management included in your flat monthly rate.

Speed to hire

Most clients have a shortlisted candidate within 5 business days and a fully onboarded team member within 2 - 6 weeks.

No lock-in

60-day notice period. No long-term contracts, no upfront costs, no recruitment surcharges.

ISO 9001 certified

Enterprise-grade quality management - so you can trust the standard of every hire.

Fully managed

We handle HR, payroll, compliance, performance monitoring and reporting. You focus on your business.
60%+
Average cost saving vs local hires
2 - 6
weeks Time to onboard
500+
Finance & compliance talent pool
94%
Client retention rate
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Admin, Finance, CX & Data

Offshore BFSI Support Roles

From finance and administration to customer service and data, we can build a team around the support functions your BFSI business needs most.
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How to Hire Offshore Banking, Financial Services & Insurance Talent in 6 Simple Steps

No lock-in, no upfront costs, no surprises. Here is how it works: 
Get Pricing

Send us a brief

A job title or position description over email is all we need. No commitment required at this stage. We advertise the role and go searching.


Pick your person

We shortlist the best candidates and you confirm your preferred candidate. Sign a simple agreement: flat monthly fee, 60-day notice period, invoiced monthly on 28-day terms.


Get a start date

Generally 2–6 weeks from brief to first day on the job.


Company induction

On Day 1 we run a 90-minute company induction covering Platintel policies, procedures, and health & safety — on your behalf.


Hand over to you for training

We hand over to you for role-specific training. Need help with that too? We can train staff on your behalf, free of charge.


Ongoing monitoring and performance reviews

Once onboarded, our local team leads to monitor performance, track attendance, and run regular reviews — so your offshore tech team stays on standard.

What Our Clients Say

Testimonials

As first-time outsourcers, we were initially cautious about building an offshore team. Platintel made the process straightforward, helped us find exceptional people and has become a genuine partner in our growth. The team members we've brought on are now critical parts of our day-to-day operations and have allowed us to scale far more effectively than we could have otherwise.

Lexi Touch • Chief Operating Officer at Mastering the Markets
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Testimonials

Platintel has become a valued extension of the Circl team, consistently providing reliable, responsive, and high-quality administrative support. Their professionalism, attention to detail, and commitment to our success have helped us improve efficiency and scale our operations with confidence.

Aaron Aitken • Founder and CEO at Circl Group
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Testimonials

We have partnered with Platintel for more than three years, their team has always been responsive, professional, and easy to work with. The quality of staff they provide is excellent, and their support has played a key role in helping us successfully build and expand our team. We value the relationship we have built with the Platintel team.

Clint Hewish • Founder at Concept Estimating
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Testimonials

I am very impressed by the professionalism and efficiency of the team. The candidates they present are well-rounded and experienced. I would highly recommend them to anyone looking at building an offshore team.

Anthony Powell • Software Engineer Manager at BraveGen
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Testimonials

Platintel continues to be an invaluable partner in our customer support operations. Their comprehensive end-to-end management—spanning call centre staff, claims processing, and billing—has transformed our business efficiency. Since establishing our offshore team with Platinel we've not only achieved cost savings but have also seen improvements in service quality and operational scalability. Their professional team seamlessly integrates with our processes, delivering consistent results that exceed our expectations

MIke Woolley • Founder at Woolley Appliance Services
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Testimonials

Platintel has become a trusted extension of our team at Safety Champion. Their professionalism, responsiveness and genuine care for both their clients and candidates have helped us build a high-performing offshore team with confidence. From recruitment through to ongoing people support, they consistently make the process seamless. We highly value our partnership and look forward to continuing to grow together.

Megan Drysdale • Head of People at Safety Champion Software
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Mastering the Markets Scales Offshore Operations and Frees Up Leadership Time with Platintel.

Mastering the Markets Scales Offshore Operations and Frees Up Leadership Time with Platintel.

"Having the right offshore partner means our leaders can focus on what they do best - and our students get a better experience as a result."

Trusted by Intelligent Businesses Across the Globe
apbcboiglassdoor reviewSmart50ISO 9001-2015AFR Fast Starter 2024

Frequently Asked Questions About Banking, Financial Services & Insurance Outsourcing

How does Platintel handle data security for BFSI clients?

All offshore staff operate on company-managed, encrypted devices with VPN enforcement. Platintel is ISO 9001 certified and maintains strict operational controls aligned to enterprise data governance requirements. Full details are available on our Security & Compliance page.

What BFSI roles can Platintel fill?

We support a wide range of roles including claims processors, compliance administrators, financial analysts, AP/AR clerks, bookkeepers, management reporting analysts, and data and BI analysts. If your role isn't listed, contact us - we source to brief.

How much can a BFSI business save by outsourcing?

Most clients save 50–70% compared to a local equivalent hire. All HR, payroll and management are included in the flat monthly rate - no hidden fees, no recruitment surcharges.

How quickly can we onboard a BFSI team member?

Most clients receive a shortlisted candidate within 5 business days and have their new team member fully onboarded within 2 - 6 weeks.
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Ready to Build Your Finance Team

Tell us what you need and we'll come back within one business day with a shortlist and a pricing guide.

Start Building Your Team Today
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Send us a message

Contact Form

We just need a few details — pop them in here and we will get in touch very soon, usually within a few hours.

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