Financial Translation Services
Accurate, compliant, and secure translations for banks, asset managers, insurers, fintech leaders, and global enterprises.
Stepes delivers professional financial translation services that combine linguistic precision, regulatory expertise, and data security. We help leading financial institutions communicate clearly across global markets, translating complex documents and digital content with accuracy and speed in more than 100 languages.
Trusted by leading financial institutions and Fortune 500 enterprises worldwide.
Why Stepes for Financial Content
Stepes is trusted by leading banks, asset managers, insurers, and fintech innovators to deliver accurate, compliant, and audit-ready translations. Our approach combines specialized financial linguists, advanced technology, and ISO-certified workflows to ensure every number, disclosure, and statement reads with precision in every market.
Our translators are finance professionals fluent in accounting, investment, and regulatory terminology. They understand IFRS, SEC, FINRA, and ESMA frameworks—translating with the accuracy expected in financial statements, fund disclosures, and investor reports.
Stepes supports translations aligned with PRIIPs, UCITS, CSRD, IFRS S1/S2, Solvency II, and other global standards. We maintain structured terminology management so your multilingual filings meet regional disclosure and audit requirements.
All projects run on encrypted AWS infrastructure with GDPR-compliant handling, strict role-based permissions, and NDAs for every linguist. Clients can request regional hosting (EU, US, or APAC) to satisfy local data-residency obligations.
Our AI-assisted translation engine—trained on finance-specific corpora—delivers faster turnaround without compromising accuracy. Automated numeric and table validation tools catch inconsistencies early, while human reviewers confirm every figure and unit.
Each file passes dual-linguist review, terminology checks, and Stepes’ Financial QA Checklist covering numeric totals, cross-references, dates, and decimal formats. Our structured audit trail supports regulatory submissions and external reviews.
With financial linguists across 100 languages and centralized termbases, Stepes ensures linguistic and formatting consistency across subsidiaries, product lines, and reporting cycles. Dedicated account teams provide 24×7 coverage for earnings seasons and time-critical disclosures.
We localize everything from printed annual reports to digital banking apps, investor websites, and fintech platforms—preserving tone and compliance across text, UI, and multimedia.
Services Overview
Stepes provides a full suite of financial translation and localization services designed for regulatory accuracy, investor confidence, and seamless global communication. Our solutions support every stage of the financial content lifecycle—from multilingual document translation to digital platform localization and in-context quality assurance.
Document Types We Handle
Stepes supports end-to-end financial communications across print, digital, and product UX. Below is a representative list; certified or sworn translations are available where required.
- Annual and interim reports; 10-K, 20-F, 6-K, MD&A, proxy statements
- Earnings releases, call scripts, Q&A, conference call transcripts
- Investor day presentations, IR website content, press materials
- IPO and follow-on prospectuses, offering memoranda, base prospectus, supplements
- EMTN programs, bond and note documentation, covenant summaries
- Term sheets, roadshow decks, rating agency submissions, due-diligence packs
- Fund prospectuses and shareholder reports
- UCITS KIIDs and PRIIPs KIDs; SFDR disclosures and Annexes
- Factsheets, portfolio commentaries, marketing communications, MiFID II and AIFMD materials
- Product terms and conditions, fee schedules, risk disclosures
- Credit and loan agreements, collateral documentation
- Onboarding flows, AML/KYC documentation, compliance notices, customer communications
- Policies, riders, endorsements, claim forms and correspondence
- Actuarial summaries, reinsurance treaties
- Solvency II ORSA and QRT reporting
- App and web UI copy, onboarding and verification flows
- Help centers, notifications, incident and policy updates
- Developer and API documentation, product release notes
- CSRD reports and translations for assurance workflows
- ISSB S1 and S2, TCFD, GRI, SASB, CDP responses
- Double materiality summaries, sustainability notes within financial statements
- Equity and credit research, market outlooks, thematic and macro reports
- Internal training modules, compliance eLearning, policy summaries
- Internal controls and SOX documentation
- Basel risk reports and stress-testing packs
- Codes of conduct, compliance manuals, data privacy policies
- Multilateral and development bank project documents
- Grant applications, impact reports, procurement and audit files
Note on formats: We routinely handle translation of complex tables, exhibits, and footnotes across Word, Excel, PowerPoint, InDesign, and PDF; bilingual and structured formats such as XLIFF, XML, and JSON are supported for product and web content.
Industry Segments Served
Stepes supports the full range of financial institutions and market participants, from global banks and asset managers to fintech innovators and public-sector lenders. Our linguists, editors, and reviewers are selected for both language mastery and financial subject-matter expertise, ensuring every translation reflects the precision and compliance your industry demands.
Regulatory and Standards Compliance
Stepes delivers translations that meet the world’s most demanding financial and regulatory frameworks. Our linguists and QA specialists are trained in jurisdiction-specific standards to ensure every localized disclosure, statement, and filing stands up to legal and audit scrutiny.
Translations adhere to EU requirements for clarity, brevity, and investor comprehension. We manage version control and update cycles across multiple languages to align with the latest ESMA guidance.
Our teams handle multilingual sustainability and non-financial reporting aligned with CSRD, GRI, SASB, ISSB S1/S2, and TCFD frameworks—ensuring consistency between narrative sections and quantitative metrics.
Stepes maintains terminology databases mapped to IFRS and local GAAP references so that balance-sheet and note translations remain accurate and reconcilable across jurisdictions.
Content for U.S. and U.K.-listed entities is localized under plain-language and fair-presentation principles, supporting filings, investor communications, and marketing that meet disclosure standards.
Translation workflows integrate numeric verification and glossary enforcement for capital-adequacy, liquidity, and risk-management reporting required by regulators and central banks.
We support official-language submissions for ex-ante notifications under EU directives and Asia-Pacific regimes such as FSA Japan and MAS Singapore, with certified translators in each market.
Every project produces a version-controlled trail, reviewer sign-offs, and QA logs compatible with audit and regulatory review requirements.
Workflow and Quality Assurance
Stepes combines specialized linguists, AI-enhanced QA tools, and ISO-certified processes to ensure every translation meets the accuracy, confidentiality, and regulatory standards expected in global financial communications. Our workflow is transparent, auditable, and built for scale.
Each project begins with automated content analysis to identify sensitive data, numeric tables, and regulatory references. Dedicated project managers scope word counts, file formats, and turnaround tiers (standard, expedited, or rush).
Stepes assigns professional native translators with verified expertise in finance, accounting, and compliance. Each linguist is vetted through qualification tests, confidentiality agreements, and live project trials before being approved for client assignments.
All financial content passes through a dual-linguist workflow:
- Translation: The first linguist delivers a draft consistent with financial terminology and client style guides.
- Independent Review: A second linguist reviews for numeric accuracy, clarity, and tone appropriate to the target market.
Centralized termbases ensure consistent usage of key financial, regulatory, and product terms across all projects and subsidiaries. Terminology changes are logged, versioned, and client-approved before publication.
Stepes integrates AI-powered QA tools that detect numeric mismatches, formatting errors, unlocalized figures, and terminology deviations. The system automatically flags issues for linguist confirmation, improving precision and turnaround.
Files are reviewed in their final layout (InDesign, PDF, PowerPoint, Excel, or bilingual formats) to verify line breaks, tables, footnotes, and exhibits. This stage ensures the translated deliverable mirrors the source in structure and readability.
Clients can review translations using Stepes’ secure online platform, which tracks all comments, redlines, and approvals. Version control logs capture every change for full audit traceability.
Upon final approval, Stepes provides certified, notarized, or sworn translations where required. Deliverables are encrypted for transfer, and all project data is retained according to ISO 17100 and GDPR protocols.
Quality data from each project feeds into Stepes’ analytics dashboard to identify trends, recurring edits, and terminology updates. This closed-loop feedback mechanism ensures measurable improvement across future translations.
Technology and Integrations
Stepes delivers financial translation at scale through secure, cloud-based infrastructure and deep integration with enterprise systems. Our technology ensures confidentiality, version control, and automation while keeping human linguists in full command of quality and compliance.
All workflows run on AWS with encryption in transit (TLS 1.3) and at rest (AES-256). Role-based permissions, multi-factor authentication, and activity logging safeguard client data. Optional EU or regional hosting satisfies data-residency and GDPR requirements.
Stepes maintains dedicated translation memories (TMs) and terminology databases for each client, product line, and region. This ensures consistent use of financial terms across disclosures, reports, and marketing materials while reducing turnaround time and cost.
Our proprietary AI engine leverages secure, domain-specific models trained on anonymized financial corpora. The system pre-translates repetitive or formulaic content—tables, notes, and disclaimers—while human reviewers validate every output for accuracy and context.
Integrated QA scripts automatically check for discrepancies in numbers, currencies, units, and cross-references before human review. These checks extend to bilingual file types such as XLIFF, XML, and JSON, ensuring audit-ready consistency.
Stepes natively processes Word, Excel, PowerPoint, InDesign, PDF, XLIFF, XML, and JSON files. Complex tables, exhibits, and footnotes are preserved across languages, and structured data output allows seamless re-import into publishing and reporting systems.
Our RESTful API and connectors enable direct submission and retrieval of translation jobs from enterprise systems including Workiva, Veeva Vault, SharePoint, and custom CMS or DMS environments. Clients can automate hand-offs while maintaining centralized oversight.
Every project maintains a complete record of revisions, approvals, and QA results. These logs can be exported for internal audits or compliance reviews, aligning with ISO 17100 documentation standards.
A live preview interface lets linguists and reviewers view translations in real layout—ensuring charts, tables, and labels fit within templates and UI screens before delivery.
Stepes’ dashboard tracks project KPIs such as turnaround, error types, and terminology adherence. Clients receive optional weekly or quarterly performance summaries for governance reporting.
Security and Confidentiality
Stepes operates with the same security rigor expected of global financial institutions. Every translation project is protected by enterprise-grade encryption, strict access controls, and documented data-governance policies to safeguard sensitive information and client IP.
All files are transmitted via HTTPS/TLS 1.3 and stored with AES-256 encryption. Our AWS environment implements network segmentation, real-time monitoring, and intrusion detection to prevent unauthorized access.
Each user—project manager, linguist, reviewer—receives credentials tied to project-specific permissions. Access expires automatically when projects close, and administrative activity is logged for auditing.
All linguists, editors, and partners sign binding confidentiality and data-handling agreements before onboarding. NDAs are enforceable globally and renewed annually as part of Stepes’ compliance program.
Clients may choose regional data storage (EU, U.S., or APAC) to meet local data-sovereignty or GDPR requirements. Dedicated tenant environments can be configured for high-security clients.
Files are stored only for the duration of the project lifecycle. Upon completion, source and target files are archived or deleted according to the client’s retention policy and ISO 17100 documentation standards.
Stepes conducts regular third-party penetration tests and applies continuous vulnerability scanning across its infrastructure. All findings are remediated under defined SLAs.
System logs, revision histories, and user activity records provide a full audit trail for client or regulatory review. These controls align with ISO 9001 and ISO 17100 frameworks.
Redundant data centers and automated backups ensure operational continuity. Recovery time objectives (RTO) and recovery point objectives (RPO) meet enterprise financial-sector standards.
Languages and Coverage
Stepes supports more than 100 languages with regional variants and in-country experts for regulated financial communications. We pair linguists with sector knowledge and local market experience to ensure precise terminology, correct number and date formats, and investor-appropriate tone.
- Europe: English UK/IE, German, French FR/CA, Spanish ES, Italian, Dutch, Portuguese PT, Polish, Czech, Swedish, Danish, Norwegian, Finnish, Greek, Romanian, Hungarian.
- Americas: English US, Spanish LATAM and US Spanish, Portuguese BR, French CA.
- Asia Pacific: Chinese Simplified CN, Chinese Traditional TW and HK, Japanese, Korean, Thai, Vietnamese, Indonesian, Malay, Tagalog.
- Middle East and Africa: Arabic Modern Standard and market variants (KSA, AE, EG), Hebrew, Turkish, Afrikaans, Swahili.
English ↔ German, English ↔ French, English ↔ Spanish, English ↔ Japanese, English ↔ Korean, English ↔ Chinese (Simplified and Traditional), English ↔ Portuguese BR, English ↔ Italian, English ↔ Dutch, English ↔ Arabic.
Multihub projects supported across EU, North America, and APAC for quarterly reporting and earnings season spikes.
- Numeric and date conventions: Decimal separators, thousand markers, currency codes and symbols, and negative formats localized per market.
- Regulatory phrasing: Market-specific legal and risk language for investor disclosures, KIDs, and policy documents.
- Scripts and layout: Full support for CJK, Cyrillic, RTL languages like Arabic and Hebrew, and mixed-script artifacts in tables and charts.
- Sworn translators: Available where jurisdictions require them for filings or shareholder documents.
- Certified translations: Issued with translator statements and optional notarization per client request.
Local reviewers validate terminology and regulatory phrasing before release.
Change logs, tracked comments, and approval records maintained for audit readiness.
- Consistent layout: Across languages for InDesign, Excel, PowerPoint, and PDF, including tables, footnotes, captions, and exhibits.
- Bilingual and structured formats: Supported for product and web content, including XLIFF, XML, and JSON.
Dedicated language pods for major finance pairs with 24×7 coverage during earnings season.
Rapid onboarding of additional languages for market entries, regulatory updates, or event-driven disclosures.
Turnaround and SLAs
Stepes delivers fast, dependable turnaround supported by 24×7 global teams and AI-enhanced workflows. Our Service Level Agreements (SLAs) are designed to meet the time sensitivity of financial reporting, investor communications, and regulatory filings while maintaining linguistic and numeric precision.
We provide three standard delivery tiers, each backed by measurable performance metrics and clear escalation paths:
| Service Tier | Typical Use Cases | Delivery Time | Quality Scope |
| Standard | Routine projects such as fund factsheets, marketing content, or policy documents | 3–5 business days (based on length) | Full dual-linguist review + QA checklist |
| Expedited | Short-form updates, compliance notices, or time-sensitive investor materials | 24–48 hours | Dual-linguist review with priority scheduling |
| Rush / Same-Day | Press releases, earnings summaries, urgent filings | Under 12–24 hours | Translator + senior reviewer parallel workflow |
Stepes’ distributed linguist and project-management network spans North America, Europe, and Asia-Pacific, enabling real-time follow-the-sun coverage. Financial clients benefit from uninterrupted workflows during quarterly reporting seasons, market announcements, and regulatory disclosure windows.
Dedicated account teams forecast language volumes and resource allocation for recurring financial reporting. Our dynamic scheduling engine balances translator load, ensuring consistency across languages and report cycles.
Finance-trained AI translation engines accelerate repetitive text and tables, allowing human linguists to focus on complex or regulatory segments. Automated QA scripts validate numbers, units, and table formats, reducing rework and cycle time.
- Project acknowledgment: within 30 minutes of submission.
- Quote confirmation: within 2 business hours.
- Issue resolution or escalation: within 4 hours.
SLAs can be customized for strategic clients with specific regulatory or investor communication schedules.
Clients receive live project dashboards showing progress, linguist assignment, and quality status. Automated notifications provide time stamps for each stage, supporting audit readiness and performance tracking.
Monthly or quarterly SLA reviews evaluate metrics such as on-time delivery rate, revision turnaround, and quality scores. Feedback loops identify optimization opportunities for both speed and consistency.
Pricing and Engagement Models
Stepes offers transparent, scalable pricing designed to meet the diverse needs of global financial institutions. Our rate structures reflect document complexity, language pair rarity, and service scope—ensuring you receive predictable, high-value results for every project.
| Service Type | Pricing Model | Description |
| Translation | Per-word | Based on source word count and language pair; includes translation, review, and QA. |
| Machine Translation + Post-Editing (MTPE) | Per-word (≈40% lower than full human translation) | Ideal for high-volume or repetitive content; human linguists ensure accuracy and consistency. |
| Desktop Publishing (DTP) | Per-page | Formatting and layout for tables, charts, and multi-language reports in InDesign, Excel, or PDF. |
| Localization Engineering & File Prep | Hourly | Pre- and post-processing for complex formats (XML, JSON, XLIFF) and automation workflows. |
| In-Country Review & Stakeholder Approval | Hourly | Managed collaboration and tracked changes through Stepes’ review portal. |
Stepes provides tiered discounts based on total word volume and number of languages per project or quarterly cycle. Large-scale financial reporting and multi-market disclosures benefit from consolidated pricing across subsidiaries and product lines.
| Word Volume (per project or quarter) | Languages | Discount Rate |
| 50,000 – 200,000 | Up to 5 | 5% |
| 200,001 – 500,000 | Up to 10 | 10% |
| 500,001 – 1,000,000+ | Any | 15%+ (custom program) |
For recurring financial clients, Stepes offers custom engagement models to streamline operations and improve predictability:
- Retainer / Subscription Model: Ideal for recurring reports, fund updates, and periodic disclosures. Includes priority scheduling, reserved translator teams, and quarterly performance reviews.
- Project-Based Engagement: Suitable for ad-hoc projects or one-time regulatory filings. Transparent quotes provided upfront with detailed scope and timeline.
- Enterprise Partnership Agreement: Custom enterprise contracts with negotiated rate cards, SLAs, and governance meetings. Includes onboarding, data integration, and dedicated customer success management.
Stepes uses translation memories, termbases, and AI-driven repetition detection to eliminate redundant translation, lowering cost without compromising accuracy. These savings are automatically reflected in client invoices.
Accepted payment methods include wire transfer, ACH, and major corporate cards. Net-30 and consolidated monthly billing options available for approved enterprise accounts.
Each invoice includes project metadata—word count, languages, timestamps, and linguist validation—to support internal audit and procurement workflows.
Proof of Outcomes
Stepes measures success through quantifiable improvements in accuracy, turnaround, and client satisfaction. Our proven track record across banking, asset management, insurance, and fintech demonstrates how expert linguists, advanced QA systems, and ISO-certified processes translate into consistent, audit-ready results.
Every project is tracked against defined quality metrics—numeric accuracy, terminology adherence, and linguistic clarity. Our average financial translation accuracy rate exceeds 99.5%, verified through dual-linguist review and automated QA logs.
Stepes maintains a 98% on-time delivery rate across all financial translation projects. Dedicated project managers coordinate 24×7 coverage during quarterly reporting seasons and provide predictive scheduling for recurring filings.
Each deliverable includes a full QA checklist, reviewer sign-off, and version control history. These records meet ISO 17100 documentation standards and can be retained for client or auditor reference. Several multinational clients have successfully passed regulatory inspections using Stepes-translated disclosures without revision.
Stepes’ enterprise financial clients consistently rate satisfaction above 95%. Many maintain multi-year contracts for recurring regulatory reporting, investor relations, and product-communication translation, citing responsiveness, transparency, and error-free delivery as key differentiators.
- Global Asset Manager: Reduced multilingual KID revision cycles by 35% using centralized termbases and AI-assisted QA.
- Fintech Payment Platform: Delivered real-time app localization in 8 languages, cutting release lag from two weeks to 48 hours.
- Insurance Group: Translated and formatted 250,000+ words of Solvency II reports across 6 languages within a 5-day window, meeting audit and publication deadlines.
Performance analytics from every project feed back into Stepes’ quality engine to refine glossaries, improve AI model accuracy, and enhance process efficiency. Clients receive optional quarterly or annual business reviews summarizing KPIs and improvement recommendations.
Resources and Thought Leadership
Stepes empowers financial organizations with the insights, frameworks, and best practices needed to navigate multilingual compliance and investor communication challenges. Our resources showcase real-world expertise drawn from thousands of regulated translations and ongoing partnerships with banks, asset managers, insurers, and fintech innovators.
Guides and White Papers
- Translating Financial Disclosure Documents: How to maintain accuracy across IFRS, SEC, and CSRD filings.
- PRIIPs and KIDs Localization Essentials: Managing version control, readability, and multi-language rollout under EU directives.
- Ensuring Numeric Accuracy in Financial Translation: A detailed look at automated validation and human verification in bilingual files.
- CSRD and ESG Reporting Across Languages: Best practices for multilingual sustainability disclosures and assurance readiness.
Case Studies and Success Stories
Explore measurable client outcomes showing Stepes’ impact on cost, turnaround, and audit success:
- Global investment firm reduced KID update turnaround by 35% using Stepes’ AI-assisted workflows.
- Insurer met tight Solvency II disclosure deadlines through dedicated language pods across six markets.
- Fintech platform expanded globally with localized payment UX in 10 languages in under three weeks.
Webinars and On-Demand Learning
Stepes regularly hosts live and recorded webinars led by linguistic, regulatory, and localization experts covering:
- Evolving EU and UK financial disclosure mandates
- ESG terminology consistency and investor transparency
- Digital transformation and AI in financial localization
- Automation, quality assurance, and data governance in translation workflows
Financial Translation Glossary and Knowledge Base
Clients gain access to Stepes’ financial terminology databases, encompassing accounting, regulatory, and ESG vocabulary mapped to IFRS, ESMA, and local frameworks.
Our online knowledge base features style guides, translation templates, and technical integration tutorials for financial reporting systems.
News and Insights
Stay informed with Stepes’ ongoing analysis of global financial regulations, technology trends, and translation best practices—available via our blog and LinkedIn newsletter. Regular posts highlight topics like:
- PRIIPs updates
- CSRD assurance requirements
- AI transparency
- Localization quality metrics
Training and Client Workshops
Stepes provides customized workshops for in-house teams covering translation review best practices, terminology management, and cross-departmental workflow optimization for multilingual content.
FAQs
Every file passes automated numeric checks (currencies, decimals, totals, cross-references) plus dual-linguist review. Final verification happens in layout (InDesign, Excel, PDF) to confirm tables, footnotes, and exhibits match the source.
Yes. We follow EU readability and format requirements, manage version control across languages, and provide certified translations where required for regulator submissions.
Yes. We synchronize terminology between narrative sections and data tables, maintain a controlled glossary, and retain audit-ready change logs.
Yes. We run a follow-the-sun model with 24×7 coverage, surge capacity, and SLA tiers (Standard, Expedited, Rush). Short-form investor updates can be delivered within 12–24 hours.
100+ languages including CJK, Cyrillic, and right-to-left scripts (Arabic, Hebrew). Locale conventions for numbers, dates, and currencies are enforced per market.
Where required, we arrange sworn translators and issue certificates or notarization. Jurisdiction-specific requirements are confirmed at project kickoff.
All files are encrypted in transit and at rest, with role-based access controls and NDAs for all linguists. We can host data in EU, US, or APAC regions to meet residency needs.
We offer finance-tuned AI with human post-editing as an option for suitable content. Human reviewers remain accountable for accuracy, compliance, and tone; clients can opt out of AI entirely.
Word, Excel, PowerPoint, InDesign, and PDF, plus structured and bilingual formats like XLIFF, XML, and JSON. We preserve complex tables, figures, captions, and footnotes across languages.
Linguists are vetted for sector experience (accounting, investments, insurance, banking) and tested on financial terminology. Only approved profiles are assigned to regulated content.
Yes. We maintain client-specific termbases and style guides; changes are versioned and approved before publication. Translation memories and glossaries remain your intellectual property.
Dual-linguist workflow, terminology enforcement, automated QA (numbers, tags, formats), in-context layout checks, and an auditable revision history. Certification is available on request.
Translation and MTPE are per-word; DTP and engineering are hourly or per-page. Volume and multi-language discounts and enterprise agreements are available for recurring programs.
Yes. REST API and connectors support Workiva, Veeva Vault, SharePoint, and common CMS/DMS platforms. Jobs, files, and statuses can be synced automatically.
Artifacts are retained only as long as agreed in the contract or client policy. We can archive or permanently delete files post-delivery and provide a certificate of destruction if required.
Move Financial Content Across Markets with Confidence
Trusted by global banks, asset managers, insurers, and fintech leaders worldwide.
Partner with Stepes for secure, compliant, and accurate financial translations backed by ISO-certified quality, advanced technology, and 24×7 global support.
