Capital Markets Sales Support for Banks and Credit Unions

Sales Enablement That Accelerates Execution

Derivative Path equips your front office with the tools and support needed to structure, price, and close trades efficiently. From real-time market insights to automated term sheets and documentation, we help sales teams deliver smarter hedging solutions faster.

Faster Deal Structuring

Pre-built trade templates, automated pricing, and customizable workflows help sales teams move from idea to execution quickly, reducing friction in client conversations and improving responsiveness.

Term Sheets and Documentation On-Demand

Generate professional, white-labeled term sheets and ISDA-aligned documentation with just a few clicks. Eliminate back-and-forth with Legal and Compliance and get trades approved and booked faster.

Real-Time Market Data Access

Deliver accurate, competitive pricing with integrated market data feeds, interest rate curves, and FX benchmarks. Help clients make informed decisions while protecting profitability.

Compliance-Supported Sales Activity

Sales workflows are built with regulatory checkpoints, ensuring that deal documentation, disclosures, and client interactions meet internal policies and external requirements.

Client-Ready Reporting and Education Tools

Equip your team with presentation-ready visuals, scenario analysis, and risk commentary that helps clients understand the value of hedging strategies and supports sales conversations.

Integrated Collaboration Across Teams

Eliminate silos between sales, trading, risk, and operations. Our platform ensures that every stakeholder works from a shared system of record, reducing handoff errors and improving execution quality.

Built to Scale with Sales Activity

Whether supporting five salespeople or fifty, Derivative Path’s platform grows with your team. Automate repetitive tasks and free up your high-performers to focus on what they do best.

Accelerated Onboarding and Enablement

Get new team members productive faster. Guided workflows and intuitive tools reduce training time and help your sales team engage clients with confidence.

"We needed a system that would reduce the time spent on a number of our front- and back-office responsibilities through automation, allowing our team to grow our business without forgoing the quality customer service."