Elevating Client Success with Innovation and Human Touch at Derivative Path

In financial services, where complexity meets urgency, client support can make or break a relationship. It is why, when our clients pick up the phone, they reach a live professional who knows their business. This human-first approach has earned our Customer Success team industry recognition and a reputation for delivering great client-centered support.

That excellence was spotlighted when Anushree Mallick, who heads our Customer Success team, was named Support Professional of the Year (Vendor) at the 2025 WatersTechnology Women in Tech & Data Awards. The honor reflects not only her individual contributions but also the culture of care and innovation that defines our client relationships.

Speaking about our philosophy, Anushree says: “Our team is committed to being a true partner to our clients. This means delivering support that is clear, timely, and effective.”

She notes that Customer Success is about more than resolving issues: “Client success is not just about resolving issues but anticipating them with forward-thinking solutions that keep our clients ahead of challenges.”

For Anushree and her team, every touchpoint matters. “Every interaction is an opportunity to listen, respond, and reinforce trust. Clients gain confidence knowing their needs are understood, prioritized, and met with solutions that work.”

A Human-First, Tech-Enabled Strategy

That philosophy also guides how we approach technology. While many in the industry turn to automation and chatbots, we have chosen a different path. Technology for us is not about replacing the human touch. Instead, it is about enhancing it. By integrating our service systems across communication channels, CRM, and ticket management, we are building a single, client-centric view of every interaction.

The benefits are that:

• Clients can track requests in real time, individually or at the organizational level.
• Our team sees a complete 360-degree view, helping ensure no request is siloed.
• Automated workflows catalog solutions into a living knowledge base.

This model allows us to keep our Customer Success team lean, while significantly expanding its capabilities. The result is a support experience that combines scale with personalization, ensuring our clients consistently feel prioritized.

Differentiation Through Service

Derivative Path has always been about more than technology. We strive to make complex markets accessible, manageable, and supportive of our clients’ goals. Our investment in Customer Success is a natural extension of that mission. By pairing human expertise with integrated systems, we aim to not only answer today’s client needs but also anticipate tomorrow’s.

Anushree’s award is a testament to the talent, innovation, and relentless dedication of our team. World-class service is not about headcount but about listening, responding, and innovating in ways that deliver lasting impact.

At Derivative Path, we believe this is what truly sets us apart.