Banking Services
Sales and Marketing
We partner with lenders to enhance the marketing effort in the field. Our banking expertise and advisory services are in the following areas:
- Analyzing financing needs and setting price and risk policies
- Recommending hedging strategies in accordance with risk objectives
- Achieving optimal pricing in deal execution
- Assessing alternatives including swaps, caps, collars, and option-based hedges for borrowers
- Providing market analysis and commentary
- Negotiating derivative documentation
- Reporting deal execution results complete with analytics
- Training through seminars in all aspects of executing derivatives
Banking Services:
- Training
- Policies & Procedures
- Sales & Marketing
- Trading
- Documentation