Accessibility Checklist - Financial Services

For financial institutions, communicating effectively and securely with customers who are blind or have low vision means providing accessible communications.

Doing so has several benefits, including the following:

  • Customers receive communications in their preferred format, gaining independence and the opportunity to make informed financial decisions.
  • You strengthen compliance with accessibility legislation, then reducing corporate risk. (Providing alternate formats upon request is required under the Americans with Disabilities Act Title III.)
  • You accommodate a large and growing market. In the U.S. alone, the disability market represents an annual disposable income of 544 billion1.

Below are four ways to communicate with accessibility in mind (an accessibility checklist, if you will) followed by simple solutions we offer our customers in financial services.


1. Customer Correspondence

Bank statements, credit card statements, mortgage statements, wealth statements—all forms of customer correspondence—can be made available in braille, large print, e-Text, audio and AccessOne.

At T-Base:

  • Automated processing
  • 3-day SLA with typical turnaround of 1 day
  • 99.99% accuracy
  • Variety of file formats accepted, including XML, AFP, PDF, CSV, ASCII, EBCDIC and HTML
  • File transfer via SFTP (among other channels)
  • Payment Card Industry Data Security Standard (PCI-DSS) and SSAE-16 SOC2 Type 2 Certified

2. One-to-Many Documents

Marketing materials, brochures, inserts, etc. One-to-many documents can also be produced in a wide range of alternate formats.

3. Accessible Web & Mobile Communications

Your website and/or mobile app should be compatible with a variety of assistive technologies (e.g. screen readers) and user-friendly.

Website and Mobile App Accessibility Audits - A web accessibility specialist pinpoints areas of your website or mobile app that don’t meet WCAG 2.0 AA / applicable legislation and proposes solutions in a clear, comprehensive report.

Web Accessibility Training - Half- and full-day courses packed with techniques and tips for making your online communications accessible for customers and compliant with WCAG 2.0 AA and applicable legislation.

4. Accessibility Awareness Training

When customer service representatives understand how to best accommodate the needs of your customers who are blind or have low vision, they can improve a) the customer experience and b) efficiency (through reduced call times). Learn more about Awareness Training For Customer Service Representatives.


1. What is the Disability Market?– The Return on Disability Company

Lucy Morrissey - May 08, 2017

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