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Language Services for the Financial Industry

Nearly one in five people in the U.S. speak a language other than English, and this number continues to grow. Financial institutions must address rising demands for accessible, reliable communication. Propio’s language solutions provide accurate translations and interpretations to support client interactions, regulatory documents, and global communications—building trust and maintaining compliance, even during peak periods.

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Interpretation Services for Financial Transactions and Client Interactions

In finance, interpretation services must be precise, confidential, and tailored to complex industry terminology. Propio’s interpreters, available in 300+ languages, are carefully selected for their expertise in financial language and processes. They undergo rigorous training to ensure fluency in industry-specific terminology and compliance standards, allowing financial institutions to communicate accurately and securely across all interactions. We offer:

  • Phone Interpretation: Available 24/7, OPI supports quick responses to client inquiries, fraud cases, and loan discussions, allowing institutions to address concerns promptly in any language.
  • Video Interpretation: Ideal for complex virtual meetings, investor calls, and advisor sessions, VRI brings interpreters into the conversation, adding visual clarity for nuanced discussions.
  • In-Person Interpretation: For high-level meetings like mergers, acquisitions, and investor events, our certified interpreters ensure accurate, secure communication.

Propio ONE

Propio ONE is an on-demand interpretation platform providing financial professionals with 24/7 access to qualified interpreters for phone and video interpretation. Ideal for client inquiries, loan discussions, and fraud investigations, Propio ONE connects institutions with interpreters skilled in finance-specific terminology and compliance. All sessions are conducted over secure channels, ensuring confidentiality and data privacy, so institutions can handle complex or urgent matters with precision and confidence.

Propio Link

Propio Link, our proprietary API, integrates virtual interpretation services directly into video and audio conferencing platforms used by financial institutions. This integration enables seamless multilingual communication during client meetings, advisory sessions, and internal discussions. Whether addressing routine account inquiries or navigating complex investment strategies, Propio Link ensures all participants can engage effectively. The solution is customizable, allowing financial institutions to maintain a professional, branded experience while meeting the diverse language needs of their clients and teams.

Translation and Localization Services

Accurate, clear documentation is essential for building trust and meeting industry standards in finance. Translating financial content requires both precision and a deep understanding to communicate effectively with clients, investors, and regulators. Propio offers translation and localization solutions that are adaptable to each institution’s unique needs, providing customizable service levels to fit varying operational demands. Whether you need direct oversight or fully managed solutions, we keep financial institutions connected and compliant with translations for key items, including:

Regulatory and Compliance Documentation: Compliance reports, filings, and disclosures need precise translation to meet legal standards and reduce risk across regions.
Investor Relations and Financial Disclosures: Translating investor reports, quarterly earnings, and annual statements ensures stakeholders stay accurately informed.
Customer Communication and Marketing Materials: Translating account statements, newsletters, emails, and updates keeps clients informed and aware of relevant information.
Client Onboarding and Account Agreements: Translations of onboarding documents, agreements, and terms of service provide clients with a clear understanding from the start.
Website and App Localization: Localizing websites and apps allows clients to manage accounts, track investments, and use tools comfortably in their language.
Technical and Legal Document Translation: Translating legal contracts, policy documents, and technical specs makes complex information clear and accessible.

Data Security and Compliance

Our expert linguists are highly trained in the complex requirements of the financial services industry. They not only excel in the languages they represent but also understand the regulatory and compliance standards, such as the Gramm-Leach-Bliley Act (GLBA), that govern client privacy and data security. Propio’s language services are designed to uphold these standards through a focus on key security areas:

  • Confidentiality and Data Protection: Our interpreters and translators adhere to confidentiality agreements, and our technology is built to maintain data security throughout translation, localization, and interpretation processes.
  • Alignment with Financial Regulations: We work within industry regulations to ensure all translations meet financial standards, helping institutions manage information securely and responsibly.
  • Secure Management of Systems: All materials—whether documents, digital content, or live interpretation sessions—are handled through encrypted channels, ensuring sensitive information remains protected at every stage.

Tailored Service Solutions

Financial institutions need language services that align with their specific workflows and operational demands. Propio’s solutions are designed to adapt, providing support tailored to each institution’s way of working.

  • Flexible Managed Language Services: Propio offers a range of service levels, allowing institutions to choose the involvement that best fits their workflow—from direct oversight to fully managed solutions that handle intricate language needs seamlessly.
  • Customized Collaboration Models: Our team works closely with each institution, whether coordinating with in-house staff or integrating with existing vendors, to ensure language support aligns with internal processes and priorities.
  • Adaptable Project Scopes: Each project is scoped to fit the institution’s unique requirements, from short-term needs to ongoing support, allowing for a personalized approach that scales with operational demands.

Why Partner with Propio?

Propio offers a range of language solutions tailored to meet the unique needs of the financial sector. Here are a few reasons why Propio stands out as a trusted partner:

Experienced Financial Interpreters and Translators: Our team has extensive experience in finance, delivering accurate translations and interpretations that capture the nuances of industry-specific language.

Industry-Specific Expertise: Propio’s linguists specialize in financial terminology and regulations, delivering precise and compliant communication.

Strong Data Security Practices: We follow strict protocols for data protection, aligning with industry regulations to maintain confidentiality and protect sensitive information.
Efficient, Technology-Enhanced Workflows: Our technology integrates with financial systems, reducing manual tasks and streamlining the management of multilingual content.
Dedicated Client Support: A knowledgeable support team provides responsive assistance, ensuring smooth operations for every language-related need.
Customizable Service Levels: Propio adapts to your operational preferences, whether through fully managed solutions or collaborative models that work with your existing teams.
Fast and Reliable Turnaround Times: We prioritize timely delivery without compromising quality, ensuring financial institutions meet deadlines and maintain operational efficiency.
Scalable Solutions for Changing Demands: Propio’s services scale up or down according to your needs, from routine projects to peak periods requiring additional support.

Let’s Talk About Your Language Needs

Reach out to Propio to discover how our language solutions can help your financial institution communicate effectively, meet compliance standards, and build stronger connections.

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