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For Financial Services

Multilingual financial content that ships on deadline,
and proves every word.

OTTO doesn't just translate your regulated content. It works out what each document needs, produces it, checks it, and keeps a record of every step, so your team can file in every market on time and show its work when a regulator asks.

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Fund Facts
EN-US to FR, DE, ES · v4
Live
Classified
high risk · regulated
RCC
Grounded
fund glossary v4
ALL
Scored
fluency · accuracy · terms
98
Routed
expert review
QEE
Approved
logged 14:02 · signed
M.S-J
Built for content a regulator actually reads.
Every step recorded. Nothing to reconstruct later.
The reality

You're shipping regulated content faster than your review process can keep up.

Prospectuses, fund facts, KIDs, investor reports: all into the languages every market requires, each one answering to a different regulator. The filing calendar never stops. Checking it all by hand does.

Every regulator wants it its own way

The SEC, ESMA, the AMF and every national authority expect different formats, disclosures and paper trails. Lining one product up across all of them eats weeks of specialist time.

Review is the bottleneck, not translation

Drafting got fast. Checking, reconciling and signing off didn't. It still happens one document at a time, by hand, right where a missed filing window costs the most.

If you can't show your work, you can't defend it

When a regulator asks why a figure or a disclosure changed, "the translator decided" isn't an answer. Most setups can't tell you who changed what, when, or why.

Use cases

OTTO meets finance
where the content lives.

Three families of regulated content. Three workflows. One governance layer.

01 · Regulated Filing & Investor Disclosure

From prospectus to annual report, filing-ready in every market, on deadline.

OTTO sorts every regulated filing and investor document, sends each through the right workflow, and surfaces only what your team needs to sign off before the window closes, with a record of every decision.

Prospectuses & offering documents

Produced and versioned across markets, aligned to the source, with a full change history.

Fund Facts, ETF Facts & KID / KIID

Key information produced against current European templates, locked so they stay consistent.

Annual & interim reports

Every figure traced, every market kept in sync with the source, nothing reconstructed later.

MRFPs & ESG reporting

Continuous disclosure and sustainability content translated with the right wording, ready to file.

1 source filing → 27 EU languages → PRIIPs-compliant KIDs
02 · Client, Advisor & Digital Banking

Client-facing content that stays on-brand, on-claim, and compliant in every market.

From advisor tools to digital banking, OTTO moves the high-volume content fast and keeps approved claims, disclosures, tone and terminology under control, deciding upfront what ships automatically and what needs a human.

Advisor & sales materials

On-brand, on-claim content for every market, checked against what's approved before it goes out.

Client correspondence & notices

Fee changes, account notices and sensitive communications, checked for accuracy and kept in your own environment.

Digital & online banking

App, portal and website content translated and kept consistent with your terminology.

Campaigns & social

Marketing produced quickly for every market, with the disclosures that have to travel with it.

1 campaign → 8 markets · approved claims locked · disclosures attached
03 · Internal Risk, Credit & Compliance

Confidential internal documents, routed by risk and kept in your control.

From credit memos to AML procedures, OTTO routes sensitive internal documents through the right multilingual workflow, classifies the risk, escalates what needs an expert, and keeps a record of every decision, inside your own environment.

Credit memos & committee papers

Routed by risk, sensitive terms locked, every approval traced.

AML / KYC & sanctions procedures

Regulated internal guidance kept consistent and current across every market you operate in.

Policies, SOPs & remediation

Internal documentation produced and versioned, with a clear trail of what changed and when.

Mandatory training

AML, conduct, privacy and fraud training localized fast, grounded in your own terminology.

1 credit memo → 3 languages · sensitive terms locked · approvals traced
Most platforms translate. OTTO decides.

Traditional translation vs.
a platform that decides.

The same content can go through either one. Only one of them gives your team a real answer when a regulator asks "why did this change?"

Traditional translation OTTO
How it decides The tool translates. People decide everything else, off to the side. OTTO reads each piece, decides how it should be handled, and records why.
Quality checks A person reviews the whole thing at the end, by hand. OTTO checks every part as it's produced, and flags only what needs a human.
The paper trail Scattered across emails, comments and spreadsheets. One clean record: who, what, when and why — for every change.
When something changes Re-run the file. Re-check everything. Only the affected parts are redone and re-checked. Nothing else moves.
What you actually get A translation service. A platform that decides, produces and proves, in 60+ languages.
The rules you answer to

Made for the toughest
financial content answers to.

OTTO doesn't just say it's compliant. Every workflow comes with a clear, documented answer to the standards your team has to defend — in plain words, with the official reference where it matters.

SEC

The US rules for disclosure and investor communications

What OTTO gives you Every action is signed and tied to a person, and nothing in the history can be quietly overwritten.

PRIIPs / KID

Europe's rules for key information documents

What OTTO gives you KIDs produced against the current European templates, in every required language, locked so they stay consistent.

UCITS / KIID

Europe's rules for fund disclosures

What OTTO gives you Fund disclosures produced and versioned across markets, traced from the source with a full change history.

MiFID II / ESMA

Europe's rules for investor communications and marketing

What OTTO gives you Marketing and investor content checked against the disclosures each market requires before it goes out.

Canada (AMF / CSA / OSFI)

Canada's rules for bilingual disclosure and continuous reporting

What OTTO gives you Fund Facts, MRFPs and disclosures produced in English and French together, consistent across both, with the trail Canadian regulators and Québec (Loi 25) expect.

Data protection & residency

GDPR and where your data lives

What OTTO gives you Your content stays in your own environment. We don't train on it, and it can stay in-region (EU, US, Canada) on request.

FAQ

Straight answers for regulated teams.

Something specific to your workflow? Talk to our team and we'll walk through it.

Can we really let AI near regulated financial content?

That's exactly why OTTO decides first. Before anything runs, RCC classifies each document by risk, complexity and regulatory sensitivity. Low-risk content moves automatically, high-risk content like prospectuses, KIDs and disclosures is held for expert review. AI never gets the final word on the content that can hurt you. 

Will this hold up in an audit?

Yes. Every action is logged, signed and tied to a person, and the history can't be quietly overwritten. When a regulator or auditor asks why a decision was made, you show them the record as it was produced, not a reconstruction after the fact.

When a disclosure changes, how does OTTO update every market?

It re-runs only the affected parts and re-checks them. Unchanged content stays as it was, the change is traced, and every market version stays aligned to the same source. No full re-translation, no silent drift. 

How does OTTO handle markets that require more than one official language?

It produces each language together and keeps them consistent, against the terminology and templates each regulator expects. Where a market requires two official languages on the same product, like Canada, both stay aligned instead of being translated and checked separately. 

How does OTTO keep our approved financial terminology consistent?

It grounds every output in your own glossaries, translation memories and references, per document. Approved terms and product names stay locked instead of drifting between drafts. 

What happens to our client and market data?

It stays in your own environment. We don't train on your content, and it can stay in-region (EU, US, Canada) so sensitive client and filing data never leaves where it's allowed to be.

Does OTTO replace our financial and regulatory linguists?

No. It removes the low-risk volume and the manual checking, so your linguists spend their time on the high-stakes content where their judgment actually matters.