Financial Services & Insurance Translation & Interpreting Services
FINANCIAL SERVICES & INSURANCE
Financial translation services and professional interpreting help banks, credit unions, insurance organizations and financial services companies communicate accurately with multilingual customers, policyholders and teams.
Document Translation • Interpreting • Customer Communications • Insurance & Claims • Multilingual DTP • 200+ Languages
Organizations With Complex, High-Stakes Language Needs Rely on EPIC.
Financial & Insurance Communications Require Accuracy, Security & Consistency
Financial institutions and insurance organizations communicate information that can directly affect customers, policyholders, claims, coverage and financial decisions. Language services must preserve meaning accurately while supporting the terminology, confidentiality and consistency these communications require.
EPIC provides translation and interpreting services for banks, credit unions, insurance organizations, financial services firms and other organizations managing multilingual communications. From customer-facing documents and insurance materials to live conversations and recurring content, we build language-service workflows around the requirements of each organization.
Accurate language. Secure workflows. Consistent communication.
Accuracy & Financial Context
Financial and insurance communications require more than literal translation. Financial terminology, policy language, customer context and the intended use of each communication must be understood and conveyed accurately.
Consistency Across Customer Communications
Terminology should remain consistent across policies, forms, notices, account information, claims materials, digital content and other communications customers and policyholders rely on.
Confidentiality & Controlled Workflows
Financial and insurance content can contain sensitive customer, policyholder and business information. EPIC uses structured workflows and controlled systems to support secure, accountable multilingual communication.
Language Services for Financial Services & Insurance Organizations
WHO WE SUPPORT
EPIC supports financial institutions, insurance organizations and financial services companies that need to communicate accurately with multilingual customers, policyholders, employees and markets.
Banks & Credit Unions
Translation and interpreting for customer communications, account information, notices, forms, digital content and interactions with multilingual customers and members.
Insurance Carriers
Language support for policyholder communications, claims materials, policy documents, notices, forms and multilingual interactions throughout the insurance lifecycle.
Mortgage & Lending Organizations
Translation and interpreting for borrower communications, informational materials, forms, notices, servicing content and other multilingual lending communications.
Wealth Management & Investment Firms
Language services for client communications, reports, presentations, financial information, digital content and other materials used to serve multilingual clients.
Fintech & Financial Technology Companies
Translation and localization for websites, applications, help content, customer communications and digital experiences serving users across languages and markets.
Enterprise & Multi-Location Financial Organizations
Centralized translation and interpreting support across departments, branches, service centers, business units and markets.
Translation & Interpreting Across Financial Services & Insurance
FINANCIAL & INSURANCE LANGUAGE SERVICES
Financial institutions and insurance organizations need language support across customer communications, documents, digital experiences, claims, servicing and live interactions. EPIC brings translation, localization and interpreting services together to support multilingual communication across the organization.
Financial Document Translation
Translate customer communications, account information, disclosures, forms, notices, reports, policy materials, claims documents and other financial and insurance content with attention to terminology, context and intended use.
Multilingual Desktop Publishing
Preserve layouts, tables, charts, forms and visual structure when financial, insurance and customer-facing documents are translated into multiple languages.
Website & Digital Content Localization
Localize websites, customer portals, informational content and other digital experiences for multilingual customers, policyholders and markets.
On-Site Interpreting
Provide in-person language support for meetings, customer interactions, claims-related discussions and other situations requiring an interpreter to be physically present.
Video Remote Interpreting
Connect customers, policyholders and employees with remote interpreters by video for scheduled or on-demand multilingual interactions.
Over-the-Phone Interpreting
Provide rapid access to interpreters by phone for customer service, account-related conversations, claims interactions and other multilingual communications where visual interaction is not required.
One Language Program. Three Purpose-Built Platforms.
EPIC LANGUAGE TECHNOLOGY
Financial institutions and insurance organizations often manage language needs across departments and communication channels—from customer documents and recurring translation projects to digital content and live interpreting. EPIC connects those needs through three purpose-built platforms designed to provide greater visibility, scalability and control.
EPIC Client Portal (EPS)
Enterprise Project System
Submit translation and localization projects, securely exchange files, track progress and manage recurring multilingual content—from customer communications and financial documents to policy, claims and corporate materials.
AITH
AI Translation Hub
Combine AI-assisted translation with configurable human review for suitable high-volume and recurring content, providing financial and insurance organizations with another way to scale multilingual workflows while applying quality controls appropriate to the content.
SRH
Staffing Resources Hub
Centralize interpreting requests, scheduling, virtual sessions, interpreter credentials and service activity for multilingual communication with customers, policyholders, employees and other stakeholders.
Language Support Across Financial Services & Insurance
WHERE LANGUAGE SUPPORT FITS
Language needs can extend across the customer and policyholder lifecycle—from account opening and servicing to claims, digital communications and ongoing customer support. EPIC helps financial institutions and insurance organizations coordinate multilingual content and communication across departments, channels and markets.
Customer & Member Communications
Translation and interpreting for notices, correspondence, account information, forms, service communications and other content used to communicate with multilingual customers and credit union members.
Insurance Policies & Policyholder Communications
Translation support for policy-related materials, coverage information, notices, forms and other communications used throughout the policyholder relationship.
Claims & Customer Interactions
Translation and interpreting for claims-related documents, customer conversations and other communications that require clear exchange of information between organizations and multilingual policyholders.
Lending, Mortgage & Servicing Communications
Multilingual support for borrower communications, informational materials, forms, notices and other content used throughout lending and servicing workflows.
Digital Banking, Portals & Customer Support
Translation and localization for websites, portals, help content and digital communications, with interpreting support for multilingual customer-service interactions.
Corporate & Employee Communications
Translation, localization and interpreting for employee communications, training, internal documentation, meetings and other multilingual needs across departments and locations.
Built for the Demands of Financial Services & Insurance
BUILT FOR FINANCIAL & INSURANCE WORKFLOWS
Financial and insurance organizations manage customer communications, policy and claims content, digital experiences and multilingual interactions that can change frequently and involve sensitive information. EPIC combines qualified language professionals, structured workflows and purpose-built technology to help organizations manage those requirements consistently across departments, channels and markets.
Recurring Communications & Updates
Support recurring changes to customer communications, notices, forms, policy materials, claims content and other multilingual information without treating every update as an entirely new workflow.
Terminology & Content Consistency
Terminology management and quality-control processes help maintain consistent language across customer communications, financial content, insurance materials, digital channels and recurring documentation.
Multiple Departments, Channels & Languages
Coordinate translation and interpreting across business units, branches, service teams, digital channels and content types through a centralized language-services partner.
Centralized Workflow Visibility
EPIC’s technology provides centralized ways to submit projects, securely exchange files, track activity and manage recurring translation and interpreting needs.
Since 2005
20+ years of language-service experience
200+ Languages
Support for multilingual customers and markets
25,000+ Linguists
Global network of language professionals
Purpose-Built Platforms
Technology supporting multilingual operations
Quality, Security & Accountability for Financial & Insurance Language Services
QUALITY, SECURITY & ACCOUNTABILITY
Financial and insurance language projects can involve sensitive customer information, financial documents, policy and claims materials, and confidential business communications. EPIC combines structured quality controls, qualified language professionals and secure workflows to help organizations manage multilingual content with consistency, confidentiality and control.
Quality-Controlled Workflows
Translation projects follow defined review and quality-assurance processes based on the content, intended use, quality requirements and workflow selected for each project.
Qualified Language Professionals
Linguists are selected according to language, subject matter, content type and project requirements, with terminology resources and review processes incorporated when appropriate.
Data Protection & Confidentiality
Security controls and confidentiality practices help protect customer information, financial and insurance documents, and other sensitive content throughout the translation and localization process.
Controlled Access & Accountability
Secure systems, controlled access and centralized operational records help limit project information to authorized personnel while providing visibility into recurring language-service activity.
A Practical Partner for Financial & Insurance Language Services
A SCALABLE LANGUAGE-SERVICES PARTNER
Financial and insurance language needs rarely end with a single document or interaction. Customer communications change, policy and claims content evolves, digital experiences are updated, and multilingual conversations continue across departments and service channels.
EPIC gives financial institutions and insurance organizations one partner for coordinating those needs—with professional linguists, interpreters, structured workflows and purpose-built technology supporting both individual projects and ongoing language-service programs.
Financial Translation & Interpreting FAQs
Find answers to common questions about financial translation, insurance translation, interpreting, sensitive information and ongoing multilingual language-service programs.
What types of financial and insurance content can EPIC translate?
EPIC supports customer and policyholder communications, account information, forms, notices, reports, policy and claims materials, lending and servicing content, websites, digital content and other financial and insurance communications. The appropriate workflow depends on the content, languages, intended audience and quality requirements.
How does EPIC maintain financial and insurance terminology consistency?
EPIC uses structured translation workflows, terminology resources and quality-control processes to help maintain consistency across recurring documents and communications. This is especially important when terminology appears across multiple documents, departments, channels or languages.
How does EPIC protect sensitive financial and customer information?
EPIC uses security controls, confidentiality practices and controlled-access workflows to help protect customer, policyholder, financial and other sensitive information throughout the translation and localization process. Specific workflow and security requirements can also be evaluated when establishing a language-services program.
Does EPIC provide interpreting for banks and insurance organizations?
Yes. EPIC provides on-site, video remote and over-the-phone interpreting for multilingual interactions with customers, policyholders, employees and other stakeholders. The appropriate interpreting modality depends on the communication setting and assignment requirements.
Does EPIC use AI for financial and insurance translation?
EPIC offers professional human translation as well as AI-assisted translation with configurable human review. The appropriate workflow depends on the sensitivity of the content, intended use, quality requirements, volume and client preferences. Content should be evaluated before determining whether an AI-assisted workflow is appropriate.
What languages does EPIC support?
EPIC supports 200+ languages across translation, localization and interpreting services. Language combinations, content types and service requirements are evaluated when establishing the appropriate workflow.