4 Characteristics of a FinPartner

June 1, 2019 Chris Funck
 
 
 
 
 
 
4 Characteristics of a FinPartner
June 1, 2019

Bankers and industry leaders who live and breathe the partnership model are made up of resilient individuals, institutions and solution providers. They place the needs of their customer first. By consistently serving their customers with excellence, they earn the role of trusted partner. What about third-party service providers: the new FinTech opportunity knocking on your door, your established core provider, an advisor, a correspondent banker? Does it matter to you how they approach their relationship with you, your customers, their customers and industry stakeholders? Adding partnership-oriented selection criteria may serve you well during your vetting process. In this article, we examine four characteristics (and examples of an anti-partner mindset) to evaluate the next time you are searching for a suitable FinPartner.

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Since 2001, Chatham Financial has partnered with banks of all sizes to help launch, run and grow successful customer back-to-back swap programs. As a result we are the largest and most experienced non-bank provider of back-to-back swap support to regional and community banks.


Disclosures

Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit https://www.chathamfinancial.com/legal/notices/.

Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved. 19-0128

About the Author

Chris Funck

Chris leads Product Management for Chatham’s customer hedging product line. Chris joined Chatham in 2007, starting with our Technology organization as a program manager. Prior to Chatham he worked as a project manager in technology-focused product companies serving highly regulated industries (Finance, Pharma, DoD). Chris earned a BA in Geography & Land Use Planning from Shippensburg University and an MBA from Penn State University.

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