Transfective stays on top of all the regulatory and confidentiality issues that can cause issues for Financial service organizations, whether that applies to communication with global stakeholders, clients or employees on a worldwide front.

Through a secure data management system to protect confidentiality, Transfective offers various solutions. High quality documents and material is offered for various purposes, such as regulatory filing, internal use, client distribution, etc.

Corporate Finance/Investment Management

The translation projects at Transfective are dealt with by a team of expert linguists who possess ample knowledge on the subject matter. Documents from the finance and investment management industry include:

  • Bond & Equity Prospectuses
  • Fund Fact Sheets
  • Shareholder Reports
  • Annual Reports
  • Key Investor Information Documents (KIIDs)
  • Financial Instruments
  • Initial Public Offerings
  • Requests for Proposals
  • Compliance Training
  • Corporate Communications

Retail Banking

Consistent, accurate and effective communication is crucial in retail banking. Through multichannel solutions offered by Transfective, we will help ensure that you possess the comprehensive material needed by the customers in their preferred language. We can offer both website localization and document translation, as well as multilingual support on the phone, through live chat, on email or through social media.

  • Personal Loan Evaluations
  • Loan Applications
  • Home Buying Materials
  • Educational Pieces
  • Banking Website
  • ATM Prompts
  • Card Promotions
  • Store Signage
  • Compliance/OFAC Documentation
  • Insurance
  • Life & Retirement Policies
  • Property Casualty Documentation
  • Financial Reporting
  • Accounting Policies
  • Security Documentation
  • Claims
  • Insurance forms
  • Applicant Q&A Forms
  • Regulations and Compliance Governance

Various things always apply when working in finance organizations: ensuring customers are cared for, that your data is secure and that regulatory requirements are met. Numerous challenges can arise when operating in a multilingual and global market, but Transfective readily provides solutions to address and support all stages of your programs.