Platform // Customer Loan Hedging

Best-in-class expertise and technology to support loan level hedging

Design the optimal blend of top-tier advisory and our award-winning platform to enhance your customer hedging program.

Win more loans and maximize revenue potential

A swap offering is an essential tool in today’s commercial lending market. Our team and platform will arm your bank with the necessary expertise and technology to build, grow, and/or enhance your program.

Evaluation of program support and resource requirements

Whether you need help with establishing a new program or are looking for ways to improve the performance of an existing program, our team has the solution.

Streamlined trade pricing and structuring

Evaluate hedge alternatives in real time with the click of a button, or if needed, our advisory team can work with your bankers to price and present the optimal hedging structure.

Marketing and execution efficiency

Effortlessly generate bank-branded pitch decks, term sheets, payment summaries, and trade confirmations.

Compliance and exposure automation

Guide pre-trade compliance requirements, auto-report to the SDR post-trade, and seamlessly analyze position exposures on an ongoing basis.

Billing and collateral processing

Automate the delivery of customer payment notices and reconcile dealer collateral positions with ease.

Comprehensive capabilities for portfolio reporting and analytics

Mark-to-market, call report, accounting, and servicing data are all summarized in concise, auto-delivered reports.

Our experienced advisory team supplements the needs of your bank

Whether your hedging program is 1) at its genesis and needs our full front-to-back support model or 2) mature and only requires support on the back end, our partnership will be structured to maximize success.

Our award-winning technology streamlines all aspects of your program

Utilize our cloud-based platform to deliver a superior product to your customer, reduce the time spent internally on repetitive tasks, and automate processes across the entire workflow. Scale your business to reduce costs and spend more time on what matters – winning more deals and driving more revenue.

"Through their trading platform and industry expertise, Derivative Path delivers the ideal combination of execution and technology platform for all rate hedging."