CASE STUDY: High-Volume Translation for Multinational Investment Bank

Ensuring secure and efficient financial translation workflows for a global leader.

3 Minutes
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A leading Swiss multinational investment and financial bank renowned for its global operations and stringent quality standards required extensive financial translation support to manage its high-volume, specialized financial content. With over 1,800 translation projects annually across two language combinations, the bank needed a reliable partner to deliver fast, accurate, and secure translations.

Scroll 👇 to read the case study. Discover how we supported a global financial leader in managing translation projects with speed, accuracy, and secure processes.

Overcoming Challenges in High-Volume Financial Translation

The bank faced several challenges in managing its high-stakes financial content. With a demanding workload of over 1,800 projects annually, the team needed exceptional speed and precision. Strict deadlines were essential to meeting the bank’s operational needs.

The highly specialized nature of the content, focusing on finance and economics, demanded a team of translators and reviewers with deep domain expertise. Additionally, the bank required all linguists to be thoroughly vetted and approved by their in-house translation team to ensure compliance with rigorous quality standards.

Compounding these challenges was the need for secure handling of sensitive financial materials. Robust file-sharing systems were required to maintain confidentiality and comply with regulatory requirements.

Tailored Solutions for Secure and Efficient Translation Services

To address these challenges, Welocalize implemented a comprehensive, customized approach tailored to the client’s needs. The solution began with creating a dedicated linguist pool comprising 15 external translators and 5 external reviewers for each language combination. The client’s in-house team approved each linguist, carefully selected based on their expertise in finance and economics, to ensure alignment with quality expectations.

A specialized project management team ensured seamless communication and efficient project execution. This team included project managers, a language engineer, a customer success manager, a language and quality lead, an account manager, and an in-house reviewer. Their collaborative efforts streamlined workflows and enhanced coordination with the client’s internal team.

Welocalize also integrated its secure client portal to manage project requests and tasks, providing greater visibility and control. This system was fully compatible with the client’s internal portal, enabling efficient workflows and real-time tracking of assignments.

To further enhance efficiency, Welocalize utilized computer-aided translation (CAT) tools, which improved consistency, reduced manual processes, and expedited project turnaround times. Proactive account management played a pivotal role, with bi-weekly meetings conducted to ensure continuous alignment with the client’s objectives.

Delivering Results: Accuracy and Efficiency in Financial Translation

Welocalize’s specialized approach delivered exceptional results for the client. Combining a dedicated team and a large pool of qualified linguists enabled faster turnaround times, ensuring timely delivery even for high volumes of complex projects. Integrating secure technology solutions, including portals and CAT tools, streamlined production requests and boosted overall efficiency.

Continuous quality monitoring maintained high translation standards, providing the client with accurate and reliable outputs. Furthermore, robust security measures safeguarded sensitive financial information, ensuring regulatory and internal standards compliance.

Conclusion: How Specialized Financial Translation Drives Success

Welocalize’s expertise in financial translation, combined with advanced technology and dedicated account management, provided the Swiss investment bank with a reliable solution for its high-volume translation needs. This approach allowed the bank to manage its translations with confidence. This partnership underscores Welocalize’s ability to deliver specialized, secure, and scalable language solutions for the world’s most demanding industries.