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Financial services

Financial translation services built on precision and confidentiality

The linguistic rigor financial institutions need for M&A, SEC reporting, and global asset management. We keep your cross-border transactions seamless and your disclosures beyond reproach, in 250+ languages.

Language

Consolidated statement of income

USD millions20252024
Revenue1,284.61,184.9
Operating income312.9281.4
Net income241.7219.3
Diluted earnings per share2.181.97

Thousands separator: comma. Decimal: period.

Illustrative figures. Line items follow local reporting terminology, and number formats follow each market’s conventions.
  • 250+LanguagesFor every market where you report, raise, or lend
  • GAAPand IFRS terminologyLinguists with finance backgrounds
  • NDAOn every engagementBackground-checked linguists, cleared linguists available
  • PortalEncrypted file transferNever open email for confidential documents

Trusted by financial institutions including

  • Bank of America
  • Chase
  • Citi
  • American Express
  • BlackRock Capital Investment Corporation
  • Western Union
  • State Farm
  • Willis Towers Watson
  • Travelex
  • Federal Retirement Thrift Investment Board
  • Crawford & Company
  • Pinnacol Assurance
  • Mountain West Financial
  • Partner Colorado Credit Union
  • World Council of Credit Unions

Executive value pillars

Precision, protection, and performance

Built for chief compliance officers, CFOs, and global risk leaders, the people accountable when a disclosure is wrong or a file leaks.

  • For chief compliance officers

    Regulatory and fiduciary certainty

    Reduce the risk of SEC, FINRA, or GDPR findings. Translations follow local accounting terminology under GAAP and IFRS and the regulatory frameworks of each market, so every disclosure is ready for audit.

  • For risk and security leaders

    Enterprise-grade data security

    From pre-deal data rooms to confidential tax filings, files move only through our encrypted client portal, and every linguist is background-checked and bound by a strict NDA.

  • For CFOs and deal teams

    Speed at market pace

    In finance, timing is everything. Our global team works 24/7/365, in parallel on high-volume reports and deal documents, so translations keep pace with earnings dates and closing deadlines.

Specialized financial verticals

Domain expertise across regulated finance

Each vertical has its own documents, regulators, and vocabulary. Linguists are matched to the vertical, not just the language.

Two financial advisors reviewing documents and a laptop together

Term sheetVertical and high-stakes documents

Investment banking and M&A
Pitch decks, due diligence documentation, merger agreements, cross-border tender offers, and transaction memoranda that require precision and discretion.
Asset management and private equity
Fund prospectuses, Key Investor Information Documents (KIIDs), portfolio reporting, LP communications, and regulatory disclosures.
Retail and corporate banking
KYC and AML documentation, credit policies, compliance frameworks, treasury communications, and localized fintech interfaces.
Insurance and reinsurance
Policy wording, cross-border claims investigations, actuarial reports, underwriting documentation, and regulatory filings.
Fintech and payments
API documentation, transaction protocols, digital wallet localization, blockchain compliance materials, and payment infrastructure content.

How we work

Operational infrastructure for institutional risk

Built for financial institutions where compliance, speed, and data integrity are operational requirements.

Vault-level security

Confidential deal documents and pre-IPO disclosures stay inside an access-controlled environment from upload to deletion.

  • Encrypted client portalEvery file moves through our access-controlled portal, never by email.
  • Need-to-know accessOnly the linguists and managers assigned to your project can open its files.
  • Background checks and NDAsEvery linguist is vetted and bound by a strict confidentiality agreement.
  • Cleared linguists availableSecret and Top Secret cleared linguists for the most sensitive work.
  • Retention on your termsFiles are deleted on the schedule your data retention policy sets.

Terminology continuity

A financial termbase for your organization keeps every term consistent across thousands of pages of reporting, so review cycles shrink and inconsistencies never reach a regulator.

Termbase entryStatus: approved

Net asset value (NAV)

The value of a fund’s assets minus its liabilities, usually stated per share.

German
Nettoinventarwert (NIW)
French
Valeur liquidative (VL)
Spanish
Valor liquidativo
Japanese
基準価額
Chinese (Simplified)
资产净值

Applied to every prospectus, KIID, and investor report, by every linguist on the account.

Consult a financial compliance lead

Tell us what’s at stake. We’ll protect it.

Share the documents, markets, and deadlines. We confirm the linguists, the security controls, the timeline, and the price before work begins.

Filing date or deal close coming up? Say so up front. We staff the team around the date your documents are due.

Financial requestExample details

Documents
Annual report, 180 pages
Need
German and Japanese, IFRS terminology
What do you need?

Annual reports, financial statements, and filings for each market.

Due diligence, agreements, and memoranda under strict confidentiality.

Prospectuses, KIIDs, and investor reporting.

Identity, AML, and account documents with certified translation.

Or book a free consultation with a financial compliance lead (opens Zoho Bookings in a new tab)

FAQ

Financial translation, answered

Don’t see your question? A language specialist can answer it in one call.

Talk to a specialist

Get a straight answer

Tell us what you need translated or interpreted, and we’ll scope it with you.

720-325-0459

Meet one-on-one with a language services expert, at a time that suits you.

Get a free quote

How do you ensure compliance with local accounting standards?

We match your project with linguists who have backgrounds in finance and accounting, and we build a termbase for your organization, so terminology reflects local GAAP or IFRS usage in each target market.

How do you protect confidential M&A documents?

Files move only through our encrypted client portal, never by email. Access is limited to the people assigned to your project, every linguist is background-checked and bound by a strict NDA, cleared linguists are available, and files are deleted on the schedule your retention policy sets.

Can you work with our document management systems?

Yes. We work with the file formats your systems export, including Word, Excel, PDF, XLIFF, and InDesign, and return translations in the same format, so nothing has to be rebuilt by hand. Tell us your systems and we will recommend the workflow.

Do you translate and typeset annual reports?

Yes. We translate annual and sustainability reports, financial statements, and investor presentations, and our desktop publishing team returns them in your original layout, ready to file or print.

Can you meet filing and deal deadlines?

Yes. For large documents we split the work across a team of linguists working in parallel, with a termbase and translation memory keeping their terminology identical, and we plan the schedule back from your filing or closing date.

Do you provide certified translations of KYC and AML documents?

Yes. We translate identity documents, proof of address, corporate records, and AML files with a signed certificate of accuracy.

Do you provide interpreters for investor and board meetings?

Yes. Consecutive and simultaneous interpreters support investor days, board meetings, earnings calls, and negotiations, on site or remote.

Tell us what’s at stake. We’ll show you how we’d handle it.

Send your files or describe your event. A language specialist replies with a fixed quote and a delivery date, with no obligation.

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