Banking & Financial Services

Client-centric language solutions that protect privacy, support compliance, and grow relationships in an increasingly competitive market.

What's at Risk Without Clear Communication

Regulatory fines due to KYC/AML gaps
Litigation and consent orders related to ADA & CFPB LEP non-compliance
Class-action liability risk when disclosures are mistranslated
Lost opportunity with underserved multilingual clients
0 %

of consumers prefer to buy when product information is in their own language

0 %

of consumers would switch to a brand that supports them in their native language

$ 0 T

in combined buying power among ethically diverse consumers in the US

Critical Access Points Across the Client Lifecycle

Client onboarding & KYC

ID verification, intake, and disclosures in the client's preferred language to reduce onboarding friction, meet KYC/AML requirements, and position clients for the right mix of products (checking, cards, overdraft protection, savings, and more)

Call center & customer service

Multilingual IVR, over-the-phone interpreting, video remote interpreting solutions that let clients explain their needs in their own words, improving first-call resolution and customer satisfaction

Mortgages & lending

Application translation and in-person or remote interpretation for applications, disclosures, and closing conversations so borrowers fully understand terms, risks, and obligations

Compliance & reporting

Translation and localization of credit and compliance documentation, policy notices, and risk audits with workflows aligned to banking regulators and evolving privacy expectations (GLBA, state privacy laws, CFPB guidance)

Digital & mobile

Localization for online banking, mobile apps, ATM interfaces, chat, and voice assistants so clients can check balances, move money, and resolve issues confidently in their language - while supporting WCAG-aligned, accessible design

Why Banks and Financial Services Firms Choose MasterWord

Pre-vetted in TruSight to speed onboarding

Already validated in TruSight, with documentation ready for your third-party risk and vendor management teams, helping you shorten due-diligence timelines.

Proven, founder-led partner to regulated industries

For more than 30 years, MasterWord has supported highly regulated industries under the leadership of its original female founder, growing organically through consistently high service levels and nimble, custom solutions that adapt to each institution's needs.

Financial-sector linguists who understand compliance

Financial subject-matter expert linguists who pass annual training on banking, payments, and regulatory terminology so translations align with internal policies and regulatory expectations.

Transparent portal with spend and audit visibility

A secure client portal with real-time views into spend, SLAs, quality metrics, and audit trails that support examinations and internal reporting.

Tech-agnostic integrations that fit your stack

Connect interpreting and translation services to your existing systems - such as Genesys, Salesforce, NICE, and other leading platforms - through flexible, vendor-neutral APIs.

Frequently Asked Questions

Yes, we are already TruSight-certified and can provide the full package of due-diligence and risk documentation your teams need to complete onboarding.

Absolutely. We work with language professionals who are trained in both financial and legal terminology, including documentation used for tax reporting, lending, and regulatory compliance.

Yes, we offer full localization of online banking portals, mobile apps, ATM interfaces, and support channels, including chat and voice-enabled experiences, so clients can transact safely and confidently across devices.

We design interpreting and translation workflows with privacy and data protection in mind, using secure environments, restricted access, and documented procedures that align with your internal policies and applicable privacy frameworks.