Article November 12, 2024 Empowering Bank & Credit Union Success in Times of Change In a financial services landscape defined by constant shifts and emerging complexities, stability is more than a virtue—it’s a necessity. Banks and credit unions today face unprecedented pressures, from regulatory updates to the demands of digital transformation. Choosing the right strategic partners is now essential for sustaining operational resilience, service quality, and growth. Zack Nagelberg Chief Growth Officer At Derivative Path, we prioritize stability and consistency for our clients. As industry dynamics evolve, our focus on understanding and meeting the specific needs of banks and credit unions sets us apart. Over the past year, our momentum in client acquisition has only increased, as more institutions select Derivative Path for our dedicated advisory services, innovative technology, and proven results. 1. Stability as a Strategic Advantage The past few years have brought considerable turnover to the industry, with many organizations facing disruptions in leadership and advisory roles. For clients, these shifts can create knowledge gaps, service disruptions, and often an inconsistent approach to partnership. In such an environment, having a stable partner to provide continuity and expertise becomes crucial. At Derivative Path, our team is structured to offer precisely this stability. By fostering long-term client relationships, we ensure that institutional knowledge remains intact, and our clients experience consistent advisory support. This level of continuity allows clients to plan confidently, knowing they have a partner who understands their business deeply and can seamlessly support their goals. 2. Tailored Solutions for Banks and Credit Unions Our focus on banks and credit unions has driven our ability to deliver solutions that meet their unique operational, regulatory, and competitive challenges. While other firms may offer broad-based services, we specialize in delivering targeted solutions—whether helping clients manage interest rate risk, offering cross-border payments, or ensuring compliance with evolving regulations. Our FX Payments platform, for instance, integrates seamlessly with our clients’ core banking systems, enabling an efficient, secure approach to cross-border payments. Additionally, our advisory services are built to address specific client pain points, from hedge accounting to strategic guidance. This commitment to understanding and solving the needs of banks and credit unions has become a cornerstone of our growth. 3. Growth Through Partnership and Innovation Our journey of growth is deeply tied to our partnerships with clients and our commitment to continuous innovation. A central example of this is our collaboration with clients to expand our offerings into commodities and FX, which now complements our existing interest rate solutions. By building out commodities and FX within a single integrated platform, our clients can manage all these aspects seamlessly, aligning with their growth goals and enabling them to meet increasing demands. Recently, Derivative Path was recognized by GlobalCapital as the Derivatives Technology Provider of the Year. This acknowledgment reflects our commitment to investing in technology that makes a real impact on our clients’ businesses. Our product roadmap continues to evolve in partnership with our clients, ensuring that our solutions adapt to their growth trajectories and industry shifts. This client-centered innovation has been instrumental in making Derivative Path the provider of choice for banks and credit unions looking to expand their risk management capabilities with minimal disruption. 4. A Proven Track Record of Supporting Growth for Banks and Credit Unions For banks, our proactive approach has earned us a loyal client base, with over 250 banks and credit unions relying on our insights, strategies, and weekly analysis. Our focus on delivering timely ideas relevant to each institution’s specific needs has been pivotal in sustaining these relationships, allowing us to build trust as we’ve scaled. This blend of stability and proactive advisory has made Derivative Path a lasting partner in helping financial institutions succeed, one client at a time. Our track record speaks to our ability to deliver consistent value and strategic support. Since the National Credit Union Administration modernized the derivatives rule a few years ago, we have partnered with several of the largest credit unions, enabling them to engage in Asset-Liability Management (ALM) hedging to meet their long-term goals. This proven expertise has established us as a trusted resource for credit unions now managing new hedging opportunities. Email us today to get started – [email protected]
