SlideShare a Scribd company logo
BANKING
FINANCIAL
(BDO)
Banco De Oro China Banking Corp.
(China Bank)
METROBANK
offers a wide range of banking and related
financial solutions. Its product portfolio includes
savings and checking accounts, time deposits,
unit trust investment funds, home loans, car
loans, debit, credit, and prepaid cards; and SME
and corporate loans. it also offer services such
as insurance, interneet anf mobile banking,
corporate trust, wealth management.
FUNCTION
It aims to empower both individuals and
businesses by being dedicated to helping everyone
achieve their goals and reach their fullest potential,
offering tailored financial solutions and expanding
its services. It commits to being the partner of its
customers every step of the way.
PURPOSES
PHILIPPINE NATIONAL
BANK (PNB)
FUNCTION
It aims to continuly proviide the best experience
to Filipinos here and in abroad. Also, promotig a
financial prosperity to Filipinos and their
businesses internationally and locally by building
a competitive and sustiainable ecoonomy.
PURPOSES
• deposit-taking lending
• bills discounting,
• trade finance,
• foreign exchange dealings,
• fund transfers,
• remittance servicing,
• asset management,
• treasury operations,
• full range of retail banking and trust services.
UnionBank of the
•
•
•
•
•
Security Bank
Corporation
Philippines
PHILIPPINES
LANDBANK OF THE rovide responsive services beyond banking to all
clients, the public, and stakeholders. It also aim to
support farmers and communities, contributing to
poverty reduction, stimulating entrepreneurship,
creating employment opportunities, and fostering
economic resilience at the grassroots level
• Providing Financial Servises
• Supporting Agriculture and Rural
Development
• Government Depository
• Microfinance and SME Lending
• Infrastracture Financing
FUNCTION
PURPOSES
PHILIPPINE SAVINGS
BANK (PSBANK)
• Deposits
• Loans
• Treasury
• Trust Functions
• Paying Interest
• Savings
• Payroll
FUNCTION
To adhere to the highest standards of integrity,
professionalism, and collaboration, and to offer
dependable, premium services that address their
banking requirements. Additionally, to elevate the worth
of their investments by fostering a culture of teamwork
PURPOSES
DEVELOPMENT BANK OF THE
PHILLIPINES (DBP)
FUNCTION
PURPOSES
• Supporting Small and Medium Enterprises
• Environmental Sustainability
• Promoting Social Deveolpment
• Providing Financial Assistance
Promoting economic development through
offering financial aid to crucial industries like
agriculture and infrastructure, with the goal of
encouraging entrepreneurship and fostering
employment opportunities. Dedicated to
inclusivity, DBP ensures its aid extends to
marginalized communities while aligning its
efforts with government development
agendas to propel national advancement.
PHILIPPINE ISLAND
BANK OF THE
providing comprehensive financial services to
individuals, businesses, and institutions, thereby
facilitating economic growth and financial
stability.
encompass retail and corporate banking
solutions, investment services, and asset
management, all aimed at meeting the
diverse needs of its clients while contributing
to the overall development of the country.
FUNCTION
PURPOSES
(BPI)
DACUG, QNI H
Manulife
Philippines
• Community Engagement
• Financial Education
• Claims Processing
• Retirement Planning
• Investment solution
• Insurance product (Health insurance ,etc.
providing comprehensive insurance and
investment solutions tailored to their needs,
ensuring financial security and peace of mind. The
organization strives to promote financial literacy
and education, helping clients make informed
decisions about their financial future. Through
innovation and excellence in service, Manulife aims
to build long-term partnerships with clients,
delivering personalized assistance and support to
help them achieve their financial goals
Providing pension plans and annuities to its
customers to help them prepare for securing
their future and ensuring a secure retirement.
Additionally, assisting clients in achieving
their goals through offering wealth
management, transactions, and financial
planning in strategic investment planning.
Pru Life UK
Function
Function
Purposes
Purposes
• Health Inusrance
• Retirement Planning
• Wealth Management
• Investment Planning
• Insurance Products
Sun Life Financial
Philippines
• Insurance Brkerage
• Risk Mitigation
• Compliance
• Claims management
• Customized Solution
• Market Research
Securing retirement by ensuring
financial stability involves knowing
where to allocate and plan
investments strategically, providing
peace of mind through reliable
insurance and investment options.
empower clients by offering comprehensive
insurance solutions tailored to their needs,
ensuring financial protection and peace of mind.
The organization strives to promote financial
literacy and educate clients about risk
management strategies, empowering them to
make informed decisions about their financial
security. BDOI is committed to delivering
excellence in service, providing personalized
assistance and innovative insurance products to
meet the evolving needs of clients.
BDO Insuranace
Brokers, Inc. (BDOI)
Function
Function
Purposes
Purposes
• Insurance Product
• Retirement Planning
• Health Insurance
• Investment Product
• Wealth Management
Philippine
Retirement Authority
(PRA)
• Healthcare Quality Improvement
• Healthcare Affordability
• Financial Risk Protection
• Universal Healthcare Coverage
Developing a retirement destination by
attracting foreign retirees to live in the
country, as they contribute to tourism
revenues and spend their retirement years
here. Additionally, enhancing the quality of
life for foreigners by providing a hassle-
free, safe, secure, and enjoyable
environment through a convenient and
hassle-free retirement visa solution.
Ensuring easy access to healthcare services without
worrying about fees because it can be covered,
thereby easing medical expenses and protecting
the family. Developing a retirement destination by
attracting foreign retirees to live in the country, as
they contribute to tourism revenues and spend their
retirement years here. Additionally, enhancing the
quality of life for foreigners without hassle, ensuring
safety, security, and enjoyment through a
convenient and hassle-free retirement visa solution,
making it easier to meet their medical needs.
Philppine Health
Insurance Corp.
(PhilHealth)
Function
Function
Purposes
Purposes
• Retirement Visa Program
• Investment Promotion
• Policy Advocacy
• Clieant Assistance
Ayala Life
Assurance, Inc.
(ALAI)
• Customer Service
• Wealth MAnagement
• Insurance Products
Customizing insurance products to suit
their individual needs and aspirations,
ensuring they can effectively manage their
wealth and attain financial security for
peace of mind. Additionally, equipping
them with the necessary tools, resources,
and assistance to make educated choices
and safeguard their future.
Offering accessible financial services to
underserved communities to enhance
their well-being and reduce poverty,
through microfinance and community
development initiatives designed to
empower individuals to generate income,
accumulate assets, and enhance their
quality of life.
Card Bank Inc
Function
Function
Purposes
Purposes
• Microfinance Services
• Financial Services
• Community
Development
Philplans First
Inc.
• Health Insurance
• Investment Products
• Life Insurance
Providing financial security to
members of the coconut industry by
offering life insurance, health
insurance, and investment products
tailored to their needs, ensuring
protection against financial risks
and uncertainties.
Providing financial security to
members of the coconut industry by
offering life insurance, health
insurance, and investment products
tailored to their needs, ensuring
protection against financial risks and
uncertainties.
United Coconut
Planters Life
Assurance Corp
Function
Function
Purposes
Purposes
• Pre-Need Plans
• Financial Protection
• Savings and Investment
F o r Y o u r A t t e n t i o n
Thank You
Prefinal Activity
dacugqni@gmail,com
email

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dacugqni activity banfi prefinal.pptx activity

  • 2. (BDO) Banco De Oro China Banking Corp. (China Bank)
  • 3. METROBANK offers a wide range of banking and related financial solutions. Its product portfolio includes savings and checking accounts, time deposits, unit trust investment funds, home loans, car loans, debit, credit, and prepaid cards; and SME and corporate loans. it also offer services such as insurance, interneet anf mobile banking, corporate trust, wealth management. FUNCTION It aims to empower both individuals and businesses by being dedicated to helping everyone achieve their goals and reach their fullest potential, offering tailored financial solutions and expanding its services. It commits to being the partner of its customers every step of the way. PURPOSES PHILIPPINE NATIONAL BANK (PNB) FUNCTION It aims to continuly proviide the best experience to Filipinos here and in abroad. Also, promotig a financial prosperity to Filipinos and their businesses internationally and locally by building a competitive and sustiainable ecoonomy. PURPOSES • deposit-taking lending • bills discounting, • trade finance, • foreign exchange dealings, • fund transfers, • remittance servicing, • asset management, • treasury operations, • full range of retail banking and trust services.
  • 4. UnionBank of the • • • • • Security Bank Corporation Philippines
  • 5. PHILIPPINES LANDBANK OF THE rovide responsive services beyond banking to all clients, the public, and stakeholders. It also aim to support farmers and communities, contributing to poverty reduction, stimulating entrepreneurship, creating employment opportunities, and fostering economic resilience at the grassroots level • Providing Financial Servises • Supporting Agriculture and Rural Development • Government Depository • Microfinance and SME Lending • Infrastracture Financing FUNCTION PURPOSES
  • 6. PHILIPPINE SAVINGS BANK (PSBANK) • Deposits • Loans • Treasury • Trust Functions • Paying Interest • Savings • Payroll FUNCTION To adhere to the highest standards of integrity, professionalism, and collaboration, and to offer dependable, premium services that address their banking requirements. Additionally, to elevate the worth of their investments by fostering a culture of teamwork PURPOSES DEVELOPMENT BANK OF THE PHILLIPINES (DBP) FUNCTION PURPOSES • Supporting Small and Medium Enterprises • Environmental Sustainability • Promoting Social Deveolpment • Providing Financial Assistance Promoting economic development through offering financial aid to crucial industries like agriculture and infrastructure, with the goal of encouraging entrepreneurship and fostering employment opportunities. Dedicated to inclusivity, DBP ensures its aid extends to marginalized communities while aligning its efforts with government development agendas to propel national advancement.
  • 7. PHILIPPINE ISLAND BANK OF THE providing comprehensive financial services to individuals, businesses, and institutions, thereby facilitating economic growth and financial stability. encompass retail and corporate banking solutions, investment services, and asset management, all aimed at meeting the diverse needs of its clients while contributing to the overall development of the country. FUNCTION PURPOSES (BPI)
  • 9. Manulife Philippines • Community Engagement • Financial Education • Claims Processing • Retirement Planning • Investment solution • Insurance product (Health insurance ,etc. providing comprehensive insurance and investment solutions tailored to their needs, ensuring financial security and peace of mind. The organization strives to promote financial literacy and education, helping clients make informed decisions about their financial future. Through innovation and excellence in service, Manulife aims to build long-term partnerships with clients, delivering personalized assistance and support to help them achieve their financial goals Providing pension plans and annuities to its customers to help them prepare for securing their future and ensuring a secure retirement. Additionally, assisting clients in achieving their goals through offering wealth management, transactions, and financial planning in strategic investment planning. Pru Life UK Function Function Purposes Purposes • Health Inusrance • Retirement Planning • Wealth Management • Investment Planning • Insurance Products
  • 10. Sun Life Financial Philippines • Insurance Brkerage • Risk Mitigation • Compliance • Claims management • Customized Solution • Market Research Securing retirement by ensuring financial stability involves knowing where to allocate and plan investments strategically, providing peace of mind through reliable insurance and investment options. empower clients by offering comprehensive insurance solutions tailored to their needs, ensuring financial protection and peace of mind. The organization strives to promote financial literacy and educate clients about risk management strategies, empowering them to make informed decisions about their financial security. BDOI is committed to delivering excellence in service, providing personalized assistance and innovative insurance products to meet the evolving needs of clients. BDO Insuranace Brokers, Inc. (BDOI) Function Function Purposes Purposes • Insurance Product • Retirement Planning • Health Insurance • Investment Product • Wealth Management
  • 11. Philippine Retirement Authority (PRA) • Healthcare Quality Improvement • Healthcare Affordability • Financial Risk Protection • Universal Healthcare Coverage Developing a retirement destination by attracting foreign retirees to live in the country, as they contribute to tourism revenues and spend their retirement years here. Additionally, enhancing the quality of life for foreigners by providing a hassle- free, safe, secure, and enjoyable environment through a convenient and hassle-free retirement visa solution. Ensuring easy access to healthcare services without worrying about fees because it can be covered, thereby easing medical expenses and protecting the family. Developing a retirement destination by attracting foreign retirees to live in the country, as they contribute to tourism revenues and spend their retirement years here. Additionally, enhancing the quality of life for foreigners without hassle, ensuring safety, security, and enjoyment through a convenient and hassle-free retirement visa solution, making it easier to meet their medical needs. Philppine Health Insurance Corp. (PhilHealth) Function Function Purposes Purposes • Retirement Visa Program • Investment Promotion • Policy Advocacy • Clieant Assistance
  • 12. Ayala Life Assurance, Inc. (ALAI) • Customer Service • Wealth MAnagement • Insurance Products Customizing insurance products to suit their individual needs and aspirations, ensuring they can effectively manage their wealth and attain financial security for peace of mind. Additionally, equipping them with the necessary tools, resources, and assistance to make educated choices and safeguard their future. Offering accessible financial services to underserved communities to enhance their well-being and reduce poverty, through microfinance and community development initiatives designed to empower individuals to generate income, accumulate assets, and enhance their quality of life. Card Bank Inc Function Function Purposes Purposes • Microfinance Services • Financial Services • Community Development
  • 13. Philplans First Inc. • Health Insurance • Investment Products • Life Insurance Providing financial security to members of the coconut industry by offering life insurance, health insurance, and investment products tailored to their needs, ensuring protection against financial risks and uncertainties. Providing financial security to members of the coconut industry by offering life insurance, health insurance, and investment products tailored to their needs, ensuring protection against financial risks and uncertainties. United Coconut Planters Life Assurance Corp Function Function Purposes Purposes • Pre-Need Plans • Financial Protection • Savings and Investment
  • 14. F o r Y o u r A t t e n t i o n Thank You Prefinal Activity dacugqni@gmail,com email