Scale smarter without increasing overhead
Build dedicated, AI-enabled teams that lower your costs, stay compliant, and keep your data secure. Trusted by financial and professional services firms across key global markets.
Best for growing businesses ready to scale operations without adding overhead.
Sound familiar?
If you run a 10–250 person financial services firm — too large for freelancers, too lean for a full in-house ops team — these will resonate.
Rising labour costs
Local salaries keep climbing but margins don't. Every new hire squeezes profitability further — and you still can't keep up with demand.
Let's fix thisNight & weekend shift gaps
Can't find local staff willing to work after-hours? Your clients don't stop needing service when the office closes.
Let's fix thisHigh employee turnover
You spend months training someone and they're gone in 12 months. Rebuilding the same knowledge base over and over is exhausting.
Let's fix thisTeam burnout
Your best people are doing $25/hr work instead of $250/hr work. Operational overload is burning out the team you've spent years building.
Let's fix thisBottlenecks slowing turnaround
Loans stuck in processing. SOAs taking too long. Every bottleneck costs you clients, referrals, and reputation.
Let's fix thisScaling without sacrificing quality
More volume means more risk of errors, more stress, more dropped balls. You need to grow — but not at the expense of service quality.
Let's fix thisSolutions for global teams
Specialised teams for financial and professional services firms around the world, with the local expertise to match each market.
Mortgage brokers
Offshore loan processors, credit analysts, and settlement coordinators to close more deals.
Learn moreLenders & banks
Scale lending operations with dedicated offshore teams aligned to your workflows.
Learn moreFintech companies
24/7 tech support, customer ops, and compliance teams for next-gen platforms.
Learn moreInsurance brokers
Back-office support, policy processing, and claims administration offshore.
Learn moreAsset finance
Equipment finance and asset lending support staff, compliance ready and aligned to your hours.
Learn moreCredit unions
Member services, compliance, and operations teams that feel like your own.
Learn moreAccounting firms
Bookkeepers, AP/AR officers, tax assistants, and management accountants — Xero and MYOB literate.
Learn moreFinancial planning
Paraplanners, SOA writers, and client admin for AFSL-licensed financial planning practices.
Learn moreProfessional services
Back-office, client services, and CX operations teams for professional services firms.
Learn moreCertified to a global standard
Independently audited certifications so you can partner with us confidently, wherever you operate.
ISO 9001 — Quality management
ISO 27001 — Information security
PEZA registered facility
ANZCHAM memberFluent in the systems you already run
Our teams work day-to-day in the accounting, lending, CRM, and productivity platforms your business relies on.
Premium offshore, without the compromise
Reduce operational pressure while improving service delivery. You manage the work — we handle HR, payroll, facilities, compliance training, and everything else.
How it works
From first call to fully operational offshore team — typically in 4–6 weeks.
Consultation
We learn your business, workflows, compliance requirements, and team culture. You tell us exactly who you need — we listen.
Recruitment
We source, screen, and shortlist candidates from our deep Philippine talent pool. You interview and choose — final say is always yours.
Onboarding
Your new team member completes compliance training, system access setup, and culture orientation. Ready to work from day one.
Scale
Start with one, grow to twenty. We handle HR, payroll, facilities, and compliance so you can focus entirely on growing your business.
What our clients say
Australian financial services leaders share their Vault experience.
“We scaled from 2 to 12 offshore staff in under three months. The loan processing capacity increase was immediate and the quality was outstanding.”
“Vault's security setup gave us the confidence to offshore compliance-sensitive tasks. ISO 27001 certification wasn't just a checkbox — it showed in their processes.”
“The dedicated model was the key for us. Our Manila team knows our CRM better than some onshore staff do. Night and day vs a BPO.”
“60% cost reduction in our credit assessment team, zero drop in quality. Vault's recruitment process found us genuinely excellent analysts.”
“Onboarding was seamless. Within weeks our Manila team was handling settlement coordination better than we ever managed in-house.”
“The AU-timezone alignment made all the difference. Real-time collaboration without overnight handoffs changed how we run operations entirely.”
Ready to build your offshore team?
Book a free 30-minute consultation. We'll map out exactly which roles to offshore, the expected cost savings, and a realistic timeline.