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US Finance Sector

Website Accessibility for US Financial Services Organizations

Organizations in the financial services sector need to provide accessible online content to ensure customers can engage with accounts, products, and services. This is supported by accessibility legislation, including the Americans with Disabilities Act (ADA) and the Accessible Canada Act (ACA).

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Recite Me works with organizations across the financial services sector to help create more accessible and inclusive online experiences

Castle Rock Investment Company Logo
American Bank Logo
ECDI logo
Profed Credit Union Logo
Northwest Federal Credit Union Logo

Regulatory Framework

Are there any Accessibility Regulations relating to the Finance Sector?

For organizations in the financial services sector, content must be accessible and understandable to all customers. In the US, this is reinforced by the ADA, while Canadian’s must consider the ACA. Both legislations are aligned with the Web Content Accessibility Guidelines (WCAG).

Meet WCAG 2.2 Level AA Requirements

Financial services websites and mobile applications are expected to meet WCAG 2.2 Level AA. This standard is widely recognized around the world as a key reference point for accessible digital experiences.

Review and Improve Inaccessible Content

Organizations should regularly identify content that does not yet meet accessibility requirements and take steps to improve it, particularly customer-facing account portals, product pages, and application journeys.

Provide a Clear Accessibility Statement

An accessibility statement should be available and kept up to date. It needs to explain what has been assessed, outline current levels of accessibility, and highlight any areas still being worked on.

Take a Proactive Approach to Accessibility

Accessibility involves a continuous process of reviewing, improving, and recording progress. This is essential in financial services, where digital products evolve rapidly.

Meet ADA & ACA Expectations

Accessibility legislation, such as the ADA and ACA are now enforceable, and failure to comply can lead to penalties and fines. Financial services are expected to document and evidence their accessibility journey.

Offer Alternative Access

If some digital content or online journeys cannot yet be made fully accessible, there should be other ways for customers to access their financial information or complete the same tasks without unnecessary barriers.

How We Help

Accessibility Challenges that Recite Me Solves in the Finance Sector

For organizations in the financial services sector, creating accessible online content can involve a range of practical considerations. The points below highlight common focus areas and how Recite Me supports more inclusive digital experiences.

Financial services platforms are used by people with different preferences and ways of engaging with complex information. Without the right support, some customers may find it harder to read statements, understand product terms, or complete online applications. The Recite Me Assistive Toolbar helps by offering text-to-speech, translation, and simple display changes, so people can choose how they engage with financial content in a way that works for them.

Identifying where content or design may not work well for all customers can be complex, especially when working towards standards like WCAG 2.2 Level AA and ADA expectations. The Recite Me Website Accessibility Checker helps highlight areas that may need attention, supporting ongoing improvements as digital products and online services evolve.

Customers interacting with financial services websites may report barriers when accessing account information, applying for products, or completing transactions online. Having a clear way to review and respond to this feedback helps prioritize meaningful improvements. Recite Me supports organizations in reviewing issues and shaping practical next steps.

Financial services content often includes key information documents, policy summaries, terms and conditions, and other downloadable PDFs. These formats can sometimes be harder to use depending on how they are created. Recite Me tools help identify issues in documents and support updates that make essential financial information easier to navigate and understand.

Sharing what has been reviewed, improved, and is still being worked on helps build transparency with customers and supports regulatory expectations. You can support this by regularly updating an accessibility statement. Recite Me provides guidance and tools to help organizations in the financial sector record and communicate their accessibility progress over time.

Across Your Organization

Teams Supported by Recite Me Across the Financial Services Sector

In the financial services sector, creating accessible experiences is a shared responsibility across different teams and roles. Recite Me supports these teams with practical tools that help improve accessibility across customer journeys, platforms, and communications.

Digital & Product Teams

People building online banking platforms, investment portals, and financial applications often need to consider how content, design, and interaction work together for customers with varying needs.

Recite Me supports this by helping teams spot barriers, improve usability, and monitor accessibility over time through scanning, reporting, and continuous tracking tools.

Editorial & Content Teams

Teams producing financial product campaigns, customer-facing content, policy explainers, and regulatory communications play a key role in how accessible information is for all audiences.

Recite Me helps by enabling content to be adapted into different formats, offering translation options, and supporting clearer ways for customers to engage with financial information online.

Governance & Compliance Teams

Teams responsible for regulatory standards and oversight need clear ways to track progress and demonstrate good practice to regulators such as the ADA and ACA.

Recite Me supports alignment with frameworks such as WCAG and legislation, including the ADA, Section 508, and the ACA.

Recruitment & Hiring Teams

Teams involved in talent acquisition also play a part in accessibility by shaping how opportunities are presented and accessed online, including for candidates with disabilities or diverse needs.

Recite Me helps make recruitment content easier to engage with, supporting clearer job information, accessible application journeys, and a more inclusive candidate experience.

Our Solutions

Recite Me Accessibility Solutions for the Finance Sector

For organizations in the financial services sector, Recite Me’s solutions can be a game-changer, helping make organizations more inclusive, accessible, and compliant. Here are a few of our most popular solutions.

INCLUSION

Assistive Toolbar

  • Text-to-speech with over 65 voices
  • Translation software with over 100 languages
  • Styling changes for colors and fonts
  • Focus tools, such as rulers and screen masks
  • Reading aids, such as dictionaries, page summarizers, and magnifiers

Explore our Toolbar

COMPLIANCE

Web Accessibility Checker

  • Full site scanning for WCAG 2.2 violations
  • Prioritized list of accessibility fixes
  • AI-powered autofixes, code suggestions, and image alt text generation
  • Schedule future audits for long-term compliance
  • Integration with project management tools like Jira and Azure DevOps

Explore our Web Checker

DOCUMENTS

PDF Accessibility Checker

  • Full website scanning to identify inaccessible documents
  • Implement AI-powered autofixes to resolve accessibility issues
  • Remediate PDF files at scale
  • Track progress and schedule future scans
  • Compliance with accessibility standards like the ADA and the ACA

Explore our PDF checker

Customers

Organizations We Work With

Recite Me works with financial services organizations across the US and Canada, including banks, insurers, investment platforms, and financial advice firms.

Lindsay's Logo
  • Karen Slaughter
  • Marketing Communications Manager, Lindsays Edinburgh Office
Cura Logo
  • Kathryn Knowles
  • Managing Director, Cura Financial Services Ltd.

Download the Financial Services Accessibility Guide

Discover how to make your website accessible to all your customers and meet regulatory expectations in the finance sector.

Resolving digital barriers

Website build tips

How Recite Me helps

Download Financial Services Accessibility Guide Now

Financial Services Accessibility FAQs

Accessibility helps ensure that all customers, including those with disabilities, can manage their money, access financial products, and understand important information online without unnecessary barriers. 

In the US, accessibility is supported by the Americans with Disabilities Act, which requires firms to deliver good outcomes for all customers. 

Yes, in the US and Canada financial services are expected to comply with WCAG 2.2 Level AA.

All digital content should be considered, including online banking interfaces, product application journeys, key information documents, policy summaries, PDFs, and customer communications.