Finance & Banking

Banking and Financial Language Services

Professional interpreting and translation services that help financial institutions close communication gaps

Two homeowners talk with a finance officer and an interpreter about the terms of their loan.

Fractured Communication Creates Risk for Financial & Banking Institutions

Consumers with a non-English language preference (NELP) face language barriers that make it difficult to access and manage financial products. Financial institutions usually offer language support when a consumer opens an account, but that support often drops off during account updates, customer service interactions, and situations like fraud or collections. This inconsistency affects decision accuracy, compliance, and customer outcomes.

Certified Languages International (CLI) helps financial institutions close this gap by offering reliable, consistent interpretation and translation services across a consumer’s financial journey.

An interpreter helps a portfolio advisor explain a couple's investment options.

Where Language Access Breaks Down in Banking

Language access can break down in high-stakes moments where accurate communication is critical: loan processing, debt collection, required notices, financial hardship, and disputes.

This means NELP consumers:

  • May not understand disclosures or obligations
  • May not exercise rights or access benefits
  • May experience worse financial outcomes

The interpreters and translators CLI works with accurately convey financial concepts and terminology, helping consumers understand these critical situations and make informed decisions.

A translator works with a smile at a laptop.

Our Comprehensive Suite of Financial Translation and Interpreting Services

Services are designed for account setup, ongoing support, and high-stakes interactions.

Telephone Interpreting

Access fast, reliable phone interpretation whenever you need it to minimize potential misunderstandings. Just dial CLI’s number, request the needed language, and quickly connect with a qualified interpreter.

Telephone interpretation is perfect for unexpected call spikes in your call center, as a backup for your bilingual branch agents, or for languages of lesser diffusion.

A video interpreter relays instructions for help with a business plan to a customer in ASL.

Face-to-Face Communication with Video Remote Interpreting

Many people prefer the experience of visiting a physical branch to personally interact with staff, especially when opening a new account. CLI offers on-demand and scheduled video remote interpreting (VRI) services through our exclusive MERFi® video platform, connecting you with skilled video interpreters, including American Sign Language

This involves simple setup with no downloads, specialized equipment, or software installation needed.

Financial Document Translation Services

CLI’s document translation services are accurate, customized, and timely.

Translated messages, welcome signs, notices, disclosures, and marketing materials demonstrate a dedication to supporting the needs of diverse communities.

A Spanish translator speaks with a translation project manager about a new healthcare assignment.

When Financial Institutions Use Translation vs. Phone Interpreting vs. Video Interpreting

Commication Type: Best Used For: Financial Institution Use Cases: Key Advantages:
Translation Services Written content that must be accurately converted into another language
  • Account agreements and onboarding documents shared during account setup
  • Loan documents and disclosures provided during applications and approvals
  • Ongoing account communications, such as statements, notices, and regulatory updates
  • Fraud alerts, dispute-related documentation, and account issue communications
  • Collections notices and time-sensitive communications related to repayment or delinquency
  • Marketing and product materials used to support outreach and customer acquisition
Ensures accurate, compliant written communication across languages
Phone Interpretation Immediate spoken communication without visual needs
  • Ongoing customer service and account support calls
  • Account verification during customer interactions
  • Fraud alerts and real-time issue resolution
  • Dispute resolution conversations
  • Collections and repayment discussions
  • High-volume call center support during peak demand
Fastest way to connect with an interpreter for urgent or high-volume call environments
Video Remote Interpreting (VRI) Situations where visual cues, trust, or complex communication are important
  • Account openings and onboarding requiring face-to-face interaction
  • Loan applications and financial consultations involving detailed explanations
  • In-branch customer support and scheduled appointments
  • Sensitive conversations such as fraud, disputes, or complex account issues
  • Interactions where visual cues support clarity and trust
  • Conversations with consumers who are deaf or hard of hearing
Adds visual context, improves clarity, builds trust in high-stakes financial conversations

Ready to get started with Certified Languages International? Let’s Talk.

Why Financial Institutions Choose CLI

Gaps in language access can create compliance challenges. At CLI, we believe in ensuring equal language access to financial services for all individuals. Our bank interpreting and translation services create an inclusive banking environment where everyone can receive assistance no matter what financial service they need.

Secure and Confidential Communication

Financial institutions manage highly sensitive customer information, and protecting that information is essential in every interaction.

  • Interpreters follow secure communication practices and strict confidentiality protocols to protect sensitive information and maintain the privacy of consumer data
  • CLI does not collect or store financial information
  • Call recordings are optional and for quality purposes only

Clear communication helps consumers stay informed when making important financial decisions. Professional interpreters and translators:

  • Understand complex banking and financial terminology, including balance sheets, lending terms, and financial disclosures
  • Help consumers navigate the cultural and linguistic nuances related to banking and finance
  • Support accurate communication that gives consumers the confidence to make informed decisions about their financial future

Financial institutions must provide transparent communication and comply with federal and state regulations, which may include language access requirements to prevent discrimination allegations. 

Regulatory requirements vary by location and organization type, so consulting with relevant authorities is important when offering interpretation services for the first time. CLI helps financial institutions stay compliant and meet these requirements across all interactions.

CLI prepares detailed usage reports that provide visibility into language access trends, including total interpreting minutes, languages requested, and service usage patterns.

These insights help financial institutions better understand and document the communication needs of the communities they serve.

Testimonial

“Very helpful and clear interpretation services! Appreciate the prompt and quality service!”
Industry Professional
Navigating complex mortgage applications can be incredibly difficult for non-English-speaking immigrants in America....
Professional interpreters understand cultural differences and the nuances in language that will align all stakeholders on agreements so transactions can...
In an increasingly globalized world, financial institutions must be able to communicate effectively across languages and cultures....

Connect with CLI for Interpreting and Translation Services

Improve clarity, access, and compliance across every consumer interaction. Talk with CLI today

Frequently Asked Questions

How Do You Ensure Protection of Sensitive Financial Information?

The language specialists we work with sign strict confidentiality agreements and follow banking privacy protocols. CLI also institutes a robust cybersecurity policy to help protect data from unauthorized access.

We price both video and telephone interpretation by the minute, and translated documents per word. Request a free quote based on your specific language and service needs.

Each interpreter in our network has been carefully vetted for expertise and experience to uphold our quality standards. We prioritize contracting with interpreters who have at least 2 years of prior interpreting experience and have completed formal training. They are screened against exclusions list monthly and must pass a criminal background check.

CLI provides telephone interpreting services in 230+ languages and video interpreting services in 22 languages, include ASL. This includes widely spoken languages such as Spanish, Mandarin, Vietnamese, Arabic, Russian, and Portuguese, as well as many less commonly requested languages.

For translation services, CLI supports 100+ languages, delivering accurate, high-quality translations of financial documents, customer communications, marketing materials, and more.