Transcription and Translation for the Financial Services Industry

Transcription Partners provides timely and secure transcription and translation services for credit unions, banks, credit card companies, accountancy companies, insurance companies, consumer finance companies, stock brokerages, investment funds, individual managers and some government-sponsored enterprises.

Transcription Partners Serves All Insurance Industries.

The nation's $1.1 trillion insurance industry requires both transcription and translation services to process claims and compensation, create documentation, and fulfill federal, state, regulatory, and legal filing requirements.

• Life

• Annuities

• Health

• Property

• Casualty

• Fraternal

• Title

• Risk Retention

Audio and video recordings, along with printed documents must be transcribed in various formats. For example, victim and witness affidavits or testimony that may be recorded are subsequently transcribed to review and complete the claims process. 

We are proud to honor the mission of the National Association of Insurance Commissioners to assist state insurance regulators, individually and collectively, in serving the public interest and achieving the fundamental insurance regulatory goals in a responsive, efficient and cost-effective manner, consistent with the wishes of its members.

Federal Regulations for Data Retention in the Financial Industry

Transcription Partners maintains compliance with SEC Rule 17a-4 (a.k.a. “FINRA requirements”) regarding data retention by retaining all files, links, attachments, and versions either uploaded or sent through our FTP server for a customizable period of at least three years.

Among other application security controls, we support the following business application controls required by SEC Rule 17a-4:

• File retention, archiving and versioning

• File integrity checking

• Indexing and serialization

• Audit trails

Additionally, our cloud provider acts as the Designated 3rd Party (a.k.a. D3P or Third Party Downloader) and provides FINRA with a Letter of Undertaking comprised of an electronic Storage Media Representation and a Third Party Access Attestation.

Transcription Partners maintains, reviews, and upgrades both our internal and third-party cybersecurity and data protection on an ongoing basis.