Banking & Financial - Outsource Access

Redefine How You Scale Your Banking & Financial Firm

with highly talented and affordable virtual staff from the Philippines with Outsource Access

Scale Efficiently with the Leading Full-Service Business Process Outsourcing and Virtual Assistant Company

We Document Processes for You: The OA Signature Playbook!

Outsource Access sets itself apart with our unique Signature Playbook designed for every client. 

This playbook encompasses documented procedures, video insights, and screencast summaries, continuously updated to guarantee clarity and backup. 

It’s exclusively yours from day one, a testament to our commitment to your success. Sample it below and discuss industry-specific examples during your discovery call.

Client Processes Playbook

Redefine How You Scale with a
Banking & Financial Virtual Staff

In recent years, the banking and financial industries have faced significant changes.

The complexities of digital transformation, evolving lending strategies, and the ever-rising costs of operations have reshaped how businesses in this sector operate.

As the demands increase, so do the challenges—but outsourcing offers a powerful solution.

Watch this quick video where our CEO gives you an exclusive tour of our office in the Philippines, showcasing how our dedicated virtual assistants can help streamline your operations, reduce costs, and enable growth.

At Outsource Access, we are excited to help you redefine how you scale your business, and we look forward to being a key part of your success.

Watch Behind the Scenes as Our CEO Gives You a Tour of Our Offices in the Philippines

I don't have any more questions. I'm ready to get started risk-fee to explore working with affordable, offshore staff from OA.

I still have a few questions and would like to do a discovery call about my business with an OA specialist.

What an Banking & Financial Virtual Staff Can Do For Your Business

Tasks an banking & financial staff can do

Marketing

  • Creating infographics via Canva
  • Setting up G-text campaigns
  • Managing Instagram automatic campaigns
  • Compiling and distributing local market update newsletters
  • Preparing marketing packets
  • Editing videos for the market update newsletter

Operations

  • Managing escrow and maintaining vendor contacts
  • Assisting in escrow and pre-listings maintenance
  • Conducting data cleanup in Constant Contact and HubSpot
  • Responding to LinkedIn messages

Administrative

  • Conducting accommodation research
  • Facilitating data input for holiday gift distribution
  • Researching event planners

Sales

  • Sending follow-up emails to client network
  • Sending “What to Expect” booklets to recent home buyers

Training

  • Assisting with residential real estate training

Want to See Exactly What We Do for Banking & Financial Companies?

Click below to download our detailed Banking & Financial playbook for all the task that Outsource Access can do in your organization.

Get Your Outsourcing Processes Playbook for Banking & Financial

The Outsource Access Story

Discover the secret to our rapid growth. In just 4.5 years, we’ve expanded to 500 employees and earned 8 global or national awards. Hear from our CEO, Brad Stevens, as he shares the journey that has made Outsource Access a leader in the industry.

Hire an Banking & Financial Virtual Staff Today

Step 1:

Conduct a Complimentary Discovery Process with Our Team

Step 2:

Our Award Winning Matching Team will Source Talent

Step 3:

Our Team Will Start Adding Value from Day 1 with Our Signature Onboarding Program

CEO Brad Stevens Breaks Down Our Process in 20 Minutes

CEO Brad Stevens Breaks Down Our Process in 20 Minutes

We know your time is valuable, and yes, it’s a 20-minute video. 

But don’t just take our word for it—people often tell us, “I didn’t expect to watch the whole thing, but it was like you were in my head, answering every single question.” 

If you really want to grasp outsourcing, this is the video to watch. 

Brad Stevens, our CEO, simplifies what he’s explained hundreds of times—step-by-step. Set aside 20 minutes, grab a coffee, and let 10 years of knowledge answer all your questions. It’s worth it.

We know your time is valuable, and yes, it’s a 20-minute video. 

But don’t just take our word for it—people often tell us, “I didn’t expect to watch the whole thing, but it was like you were in my head, answering every single question.” 

If you really want to grasp outsourcing, this is the video to watch. 

Brad Stevens, our CEO, simplifies what he’s explained hundreds of times—step-by-step. Set aside 20 minutes, grab a coffee, and let 10 years of knowledge answer all your questions. It’s worth it.

I don't have any more questions. I'm ready to get started risk-fee to explore working with affordable, offshore staff from OA.

I still have a few questions and would like to do a discovery call about my business with an OA specialist.

Here's what our existing customers have to say

Featured in​

We have helped over 300 clients in 50+ industries saving thousands of hours of time and resources.

Frequently
Asked Questions

Here are some questions we got all the time, rest assured, you’re in good hands!

Your Virtual Assistant can work any timezone that you prefer. We will say though, that a lot of our US clients actually prefer their VA to work overnight so that work is completed when they get in the office in the morning.

Our workers are all from the Philippines where they are taught English from an early age. English is their second language.
The accent is very very minimal.

We love to offer our clients the security of flexibility. You will just need to let us know 90 days in advance if you need to cancel for whatever reason.

We hear this all of the time. Most of our clients don’t realize how much time their tasks are taking, nor do they realize how much more can be given to their VA that they’re not currently doing. Many of these same clients come to us to hire a second VA in no time.

We hire fast learners, great communicators and VAs that take feedback exceptionally well. They will be trained in all admin tasks and may have specialty in your field. They are just like a US- based employee, you will still need to train them on your company’s processes and some knowledge of your industry.

We offer you several candidates to interview and hire. If for whatever reason, the VA that you decide to choose and hire is not working out, you can let us know and we can match you with a better fit.

Your VA creates a playbook of all of your processes starting day 1. In the unlikely event that a VA should leave for any reason, we can have another VA hired and trained on your processes. Of course you’ll have to introduce him or her to your company, but the down time should be minimal.

I don't have any more questions. I'm ready to get started risk-fee to explore working with affordable, offshore staff from OA.

I still have a few questions and would like to do a discovery call about my business with an OA specialist.

Select a spot
below to get started

Please select a date and time to schedule a demo with a member of our team

What to expect on the call:

  • We take the time to understand your needs and goals to see if working with us is a fit
  • You walk away with a preliminary high-level plan of how we will help you grow
  • You understand EXACTLY what tasks our Virtual Staff can do in your business immediately
  • You know the next steps on having your very own virtual assistant

What to expect on the call:

  • We take the time to understand your needs and goals to see if working with us is a fit
  • You walk away with a preliminary high-level plan of how we will help you grow
  • You understand EXACTLY what tasks our Virtual Staff can do in your business immediately
  • You know the next steps on having your very own virtual assistant
From Day 1, we will document your processes and workflows with the tasks that your Virtual Staff will be doing. This gives you a custom playbook for the specific needs of your business. Check out our sample playbook for your industry.

Get Your Outsourcing Processes Playbook for Banking & Financial

Click "Book a Call" to have a discovery call with our team to get a complimentary analysis to see if Outsource Access could help Redefine How You Scale or if you want to learn more about our processes click "Get Started"

Want to Learn More?

Watch our free video outline with Case Studies and Examples.

Want to see some cool videos?