Banks and credit unions are expected to serve a wide range of clients while staying compliant with federal and state regulations. That pressure only increases when teams are stretched thin and communication gaps slow things down.
Propio provides language services for banks and credit unions, covering everything from customer support to regulatory documentation. Trusted by banks, credit unions, and regional lenders across the U.S.
How Language Gaps Create Risk for Financial Institutions
- Audit findings tied to missing or inadequate LEP support
- Delays in fraud investigations or loan processing due to miscommunication
- Interpreter workflows that vary by branch, causing confusion and missed steps
- Translated documents that don’t hold up under compliance review
- Staff juggling multiple systems, increasing the chance of errors
Reduce Audit Risk and Fix Workflow Gaps with Propio’s Services
Propio provides accurate translation for compliance documents and customer materials, helping financial institutions reduce risk and stay audit ready. We also offer on-demand interpretation in 300+ languages by phone, video, or in person—so teams can respond quickly when support is needed.
On-Demand Interpretation Available When You Need It
Accurate communication is a core part of financial service. Propio offers interpretation in 300+ languages by phone, video, or in person.
Phone and video services are available 24/7 for call centers, branches, and virtual meetings. In-person interpreters can be scheduled for loan signings, onboarding, or other planned sessions. All interpreters are trained in financial terminology and follow strict confidentiality standards.
Our Interpretation Services Can be Used for:
- Customer service and account support
- Loan applications and client onboarding
- Fraud investigations and transaction disputes
- Business banking and investment discussions
- Internal meetings involving compliance or legal topics
Technology that Makes Interpreter Access Easy
Propio’s interpretation platforms are designed to help financial institutions access language services quickly and manage them with less manual effort.
Propio ONE
A secure platform for phone and video interpretation. Staff can connect with interpreters in real time, directly through a web-based tool built for high-volume environments.
WorkforceOS
Interpreter scheduling and activity tracking in one place. Operations teams gain visibility into usage, request status, and performance without relying on scattered systems.
Translation and Localization for Regulatory and Customer-Facing Documents
Accurate translation is a must when handling legal disclosures, client agreements, and regulatory materials. Propio provides document translation built for the demands of financial institutions, reviewed by linguists with industry expertise and delivered with tight turnaround times.
Where Translation can be Used in the Finance Sector
Compliance Materials: Translated filings, disclosures, and policy updates that meet regulatory standards.
Client Onboarding: Applications, account terms, and agreements written in the client’s preferred language.
Marketing and Customer Updates: Statements, emails, and printed materials that keep clients informed and engaged.
Investor Communications: Reports, summaries, and financial updates for stakeholders across markets.
Website and App Content: Online banking tools and self-service features translated for usability and accuracy.
Call Center Scripts and Templates: Pre-translated responses and intake forms that help agents communicate clearly across languages.
Training and Internal Resources: Staff handbooks, compliance training, and operational guides translated for multilingual teams.
Meet Language Access Requirements Without the Guesswork
Regulations demand more than good intent, especially when working with limited English proficient (LEP) clients. Propio helps financial institutions meet language access standards with secure, accurate, and audit-ready translation and interpretation services.
- Compliance-Ready Translations: Filings, disclosures, notices, and client materials delivered with accuracy and version control to meet GLBA, CFPB, and state requirements.
- Trained Financial Interpreters: Experts in financial terminology who follow strict confidentiality protocols during live interactions.
- Secure Workflows: Encrypted platforms, signed NDAs, and data protections built into every step.
- Consistency Tools: Translation memory and QA processes that reduce variability and help prevent rework during audits.
Why Financial Institutions Choose Propio
Financial Expertise: Linguists trained in banking, lending, fraud, and compliance terminology.
Regulatory Support: Services aligned with CFPB, GLBA, and LEP access requirements to help reduce audit risk.
Fast Turnaround for Time-Sensitive Documents
Support for disclosures, statements, and regulatory filings with tight deadlines.
Support for disclosures, statements, and regulatory filings with tight deadlines.
Scalable During Peak Periods: Flexible capacity for high-volume needs during tax season, rate changes, or application surges.
Works Within Your Existing Systems: Language access platforms that integrate with digital banking tools, CRMs, and internal systems.
Flexible Service Options: Support models that align with how your institution operates—from centralized teams to distributed branches.
Consistent Point of Contact: Dedicated account management and support teams who understand financial workflows.
Proven Across Financial Institutions: Trusted by banks, credit unions, and lenders for translation and interpretation across customer and compliance functions.
Ready to Take the Next Step?
Talk with our team about how Propio’s language services can support compliance, reduce delays, and make daily operations easier for your staff.