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Visit WebsiteRegional Bank Wanted to Protect Returns on Cash Balances & Customer Loan Portfolios
A West Coast Regional Bank
Derivative Path
Derivative Path provides a unified capital markets platform for all participants. Founded and staffed by experts from the banking, trading, private equity and real estate sectors, the company is democratizing access to the capital and liquidity of Wall Street firms, creating a more seamless and efficient way to manage balance sheets. In March 2021, the company acquired Monetics, an AI-driven commercial debt management platform that eliminates manual processes, provides real-time loan vitals, and identifies untapped value through an all-in-one risk management tool.
Case Studies
Showing 9 Derivative Path Customer Success Stories
Community Bank Needed an FX Platform to Manage Positions, Reporting, and Valuations
Community Bank
Swap Dealer Needed Hedge Accounting Assistance
Large East-Coast Dealer
Large Non-Bank Financial Institution Needed to Manage Complex Rate Risk of a Commercial Real Estate Pipeline
Large Non-Bank Financial Institution
Large Regional Bank Wanted to Establish a Derivative End User Program Despite Dodd-Frank and Clearing Uncertainties
Large Regional Bank
A Midwest-based Bank Wanted to Extend Funding Duration While Minimizing Cost
Midwest-Based Bank
Corporate End-User Achieves Hedge Accounting for Extension of Credit Facility
Midwest-Based Pharmaceutical Company
Community Bank Utilizing Derivatives to Help It Achieve Advantageous Funding Solutions and Better Balance Sheet Risk Management
Midwestern Community Bank
Regional Bank Needed to Maintain and Expand a Derivative End User Program in the Face of Dodd-Frank Challenges
Midwestern Regional Bank
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