Derivative Path

Award-winning tech and advisory for interest rate and FX derivatives. GlobalCapital's 2024 Risk Advisory Firm & Derivatives Tech Provider of the Year.

[Derivative Path @DerivativePath]

Live at #Q2CONNECT. Your commercial clients need international payments. We help you deliver. Visit us on the show floor and register to win a Yeti cooler.

[Derivative Path @DerivativePath]

Part 4 of the "Beyond Risk Management" series is live, and it closes with something practical.

Matt Petrik wraps the series with real-world outcomes, implementation guidance, and a free step-by-step playbook for banks ready to turn derivatives and FX into non-interest income. Email [email protected] to request it.

Read the final article: https://t.co/0poKHRUZuz

[Derivative Path @DerivativePath]

Introducing ALM Strategy Builder: standalone ALM hedging software for banks and credit unions, with a built-in AI Assistant.

Model rate scenarios. Stress-test strategies. Walk into ALCO prepared.

No existing platform relationship required. Read more: https://t.co/gByIUurc7l

[Derivative Path @DerivativePath]

Derivative Path has been nominated for Best Cloud-based Application Provider in the 2026 @WatersTech Rankings Awards for the fourth consecutive year. Proud to be a two-time winner, and grateful for the client partnerships that made it possible. Vote here: https://t.co/2tQfQGN2t5

#WatersRankings #Fintech

[Derivative Path @DerivativePath]

6-12 months of compliance reviews before a single trade. That's the hidden cost of launching a derivatives program.

Part 3 of our series with @[Matt Petrik handle if available] explores how the right infrastructure cuts that to 30-60 days.

🔗 https://t.co/UkFOlJMoxA

[Derivative Path @DerivativePath]

Matt Petrik is in Orlando this week for the BAFT Global Annual Meeting, and Part 2 of his "Beyond Risk Management" series dropped today.

The article covers two of the four pillars of revenue enablement for regional and community banks: embedded pricing control and the automation infrastructure that makes profitable scale possible. If you are at BAFT and working on international payments or FX derivatives programs at your institution, it is worth a read before you run into him.

https://t.co/skEHmgVauY

[Derivative Path @DerivativePath]

Q1 earnings calls told us what banks were hedging. On May 7th, Isaac Wheeler and Jordan Wank will show you how - dissecting Q1's most popular hedging strategies using ALM Strategy Builder, our new standalone ALM analysis platform, including how to position for non-parallel rate moves heading into a Warsh Fed. We'll cover:

* What bank earnings calls reveal about peer hedging activity in Q1
* How to evaluate trade-offs between swaps, caps, and collars against your balance sheet
* Why non-parallel rate shocks matter more than ever in the current environment

Register here:
https://t.co/riVsUhr6Hq

[Derivative Path @DerivativePath]

The Fed meets this week, and all eyes are on what could be Jerome Powell's final news conference as chair.

USA Today turned to our own Isaac Wheeler, Managing Director of Balance Sheet Strategy, for perspective on the Powell-to-Warsh transition and what it means for markets.

Isaac's take: while there are real differences between the two leaders for those watching the market daily, the broader reality is that this is one of the more conventional moves out of the current administration. Rates aren't likely to shift dramatically just because of a change at the top.

For banks and credit unions navigating rate uncertainty, that perspective matters. The fundamentals of sound balance sheet strategy don't change with a new chair. What matters is how you're positioned today and what tools you have to respond when the landscape eventually shifts.

Read the full article here: https://t.co/2s6bbSAvmh

#FederalReserve #InterestRates #BalanceSheetStrategy #BankingLeadership #DerivativePath

[Derivative Path @DerivativePath]

How do regional banks scale FX services without replacing everything they already have?

The answer is a hybrid model that gives banks direct control over core nostro currencies while preserving existing correspondent relationships.

Read our latest Q&A to find out how. https://t.co/ci01zw6bbG

#RegionalBanking #ForeignExchange #TrueNostro #DerivativePath #BatonSystems

[Derivative Path @DerivativePath]

Derivative Path and Baton Systems have partnered to deliver TrueNostro, a front-to-back FX and nostro management solution purpose-built for regional and mid-market banks.

For banks that have outgrown the single correspondent model, TrueNostro provides direct control over core nostro currencies, real-time balance visibility, and settlement optimization, while preserving existing liquidity provider and correspondent relationships for the full range of client needs.

Read the full announcement here: https://t.co/AwY1QgaGjc

#ForeignExchange #RegionalBanking #Payments #TrueNostro #DerivativePath #BatonSystems

[Derivative Path @DerivativePath]

S'mores, sunset, and serious conversations about derivatives. Not a bad Tuesday in Grand Cayman.

Derivative Path and Withum hosted a fireside beach gathering at GAIM Ops Cayman last night and we loved every minute of it. Great people, great views, and a few sticky marshmallow situations.

If we missed you, we are here through April 22. Come find us.
#GAIMOpsCayman #DerivativePath #Withum #GAIMOps

[Derivative Path @DerivativePath]

Are your derivatives and FX capabilities generating revenue or just managing compliance?

For most regional banks, it is the latter. Matt Petrik explains why in Part 1 of our new "Beyond Risk Management" series.

https://t.co/HQoDCMtFjY

[Derivative Path @DerivativePath]

NEWS: FirstBank (Nashville, TN) is the first bank live on our International Payments solution, connected through Jack Henry's Treasury Management and powered by Wells Fargo FX Payment Solutions.

Regional and community banks can now offer competitive cross-border payments to commercial clients, no new infrastructure required. https://t.co/Zpzo7kVk2Q

#CommunityBanking #InternationalPayments #FXPayments #CrossBorderPayments #FinTech #TreasuryManagement

[Derivative Path @DerivativePath]

Sensitivity analysis is not risk management.

It's a starting point. And most institutions are treating it like a finish line.

A our latest piece on AIMA: Worth a read for CFOs, Treasurers, and ALM Officers thinking seriously about how their scenario frameworks hold up in a market that doesn't move in straight lines.
https://t.co/ehpZJmg6Vk

[Derivative Path @DerivativePath]

Risk management has outgrown point solutions and spreadsheets.

In the final installment of our Reframing Risk series, Chief Product Officer Kristin Kelly explains how a centralized SaaS platform turns fragmented risk workflows into a scalable, board-ready operating model.

Read it here: https://t.co/FuOLmgYXCS

(Article 4 of 4 | Reframing Risk series)

#RiskManagement #Derivatives #SaaS #DerivativePath #CapitalMarkets

[Derivative Path @DerivativePath]

Most institutions treat hedge accounting as a compliance finish line.

The institutions that get it right treat it as a starting point.

In the third article of our Reframing Risk series, Hedge Accounting Director Von Garces explains how embedding hedge accounting earlier in the risk lifecycle reduces audit risk, shortens close cycles, and improves decisions across the organization.

Read it here: https://t.co/Li1iBunGKp

#HedgeAccounting #RiskManagement #DerivativePath #Derivatives #CapitalMarkets

[Derivative Path @DerivativePath]

Global capital raising is a growth strategy. Currency risk is a dealbreaker.

Fund managers targeting international LPs can't afford to treat foreign exchange as an afterthought. Yet many still do.

Share class hedging has become a competitive differentiator for sponsors expanding beyond domestic capital pools. But most managers underestimate what it actually takes to run it at scale.

Brian McLaughlin, our Managing Director of Sales and Client Relations, breaks down the operational reality and where technology makes the difference.

Worth a read before your next fundraiser - https://t.co/fL484pmbn5

#PrivateEquity #FXHedging #RiskManagement #AlternativeInvestments

[Derivative Path @DerivativePath]

Global capital raising is a growth strategy. Currency risk is a dealbreaker.

Fund managers targeting international LPs can't afford to treat foreign exchange as an afterthought. Yet many still do.

Share class hedging has become a competitive differentiator for sponsors expanding beyond domestic capital pools. But most managers underestimate what it actually takes to run it at scale.

Brian McLaughlin, our Managing Director of Sales and Client Relations, breaks down the operational reality and where technology makes the difference.

Worth a read before your next fundraiser - https://t.co/fL484pmbn5

#PrivateEquity #FXHedging #RiskManagement #AlternativeInvestments

[Derivative Path @DerivativePath]

Most risk teams produce sensitivity analysis regularly. Very few use it to actually make decisions.

The problem isn't effort. It's structure.

Static shocks answer a narrow question. Siloed views of IR and FX exposure obscure the full picture. And when analysis isn't tied to defined risk objectives, it becomes descriptive rather than prescriptive.

In our latest insight, Patrick Burns breaks down why sensitivity is a starting point, not an endpoint, and what it takes to build a framework that drives real risk decisions.

Read the full article: https://t.co/zlWyeOTxB2

#RiskManagement #InterestRateRisk #Derivatives #HedgeAccounting #CapitalMarkets

[Derivative Path @DerivativePath]

Boards, risk leaders, and operations professionals are at a crossroads. Traditional spreadsheet-based approaches to interest rate and FX risk are no longer enough in a world of heightened volatility and governance expectations.

In the first installment of our Risk, Reframed series, Rob Showers explores why Excel alone cannot keep pace with the complexity institutions face today and what it takes to move from measurement to strategic insight.

Read Part 1: Beyond Excel: Why Interest Rate and FX Risk Management Has Reached an Inflection Point
👉https://t.co/LHG6yryKX5

Follow us for the full series and ongoing insights into modern risk management practices.

#RiskReframed #RiskManagement #IRRisk #FXRisk #Governance #ThoughtLeadership