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ChathamDirect September product update

Date:
August 30, 2021

Summary

To deliver on the advantages clients gain from our seamless integration of advisory, operations, and technology, the ChathamDirect team continually enhances our platform, streamlining the way users manage their exposures, hedging policies, execution, valuations, and hedge accounting.

ChathamDirect online support site and knowledge base

Accessible through the ChathamDirect platform, the new online support widget makes it faster and easier to get answers to common questions and information about our system. Using the built-in search function, you can get the help you need no matter where you are or what time it is. The support widget connects you to our new online support site and knowledge base, so you can browse topics of interest and advance your knowledge about specific modules, functionality, or platform capabilities. While Chatham's expert support team is standing by to provide hands-on assistance, these new support solutions empower you to self-serve when you want to and engage with us as needed. Your ChathamDirect team will add new FAQs, how-to guides, and product documentation as we continue to enhance our platform.


Enhanced management reporting for cash flow and balance sheet reports

Using ChathamDirect’s new cash flow and balance sheet reports, you can now glean deeper insights to your hedging program by evaluating historical trends, comparing forecasts versus actuals, and pinpointing variances at the line-item level by legal entity or currency. We made these enhancements based on client feedback and we welcome your input as we continue to refine these reports. Contact your Chatham relationship manager to learn more.


Looking ahead

We continue to develop our commodity self-service capabilities, including a commodity settlement loader and curve loader. We’re also continually expanding our Enhanced Management Reporting (EMR) functionality.

    Transform treasury with automation and insight

    Whether fueled by the need for actionable data, the mandate to leverage a lean workforce, or the realities of a work-from-home environment, the steady movement toward treasury automation continued to accelerate in the first half of 2021. We saw clients integrate and automate their financial risk management programs from gathering exposures through hedge accounting, streamlining FX balance sheet, FX cash flow, interest rate hedging, commodity hedging, and hedge accounting programs. ChathamDirect can help your treasury team streamline workflows, strategically employing technology, and utilizing enhanced management reporting to improve controls, lower costs, and enable data-driven decision making.

    (Related insight: Read “Achieving automation and efficiency in treasury” and learn how Brunswick Corporation saved 35 hours a month by streamlining its financial risk management program)

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    About ChathamDirect

    ChathamDirect is a groundbreaking financial risk management and hedge accounting platform that supports foreign exchange, interest rate, and commodity hedging programs. ChathamDirect provides a clear view of your entire hedging program, including cash flow forecasts, balance sheet exposures, and hedge requests — all securely available on a leading SaaS platform. ChathamDirect is backed by Chatham Financial, an employee-owned, independent market leader with a global team of capital markets experts, risk management advisors, CPAs, lawyers, quantitative analysts, and technology developers who serve more than 3,000 clients annually.

    Hear what clients are saying >>


    Schedule a demo

    If financial risk management is a meaningful part of your treasury program, we should talk. Contact us now to schedule a demo of ChathamDirect.


    Disclaimers

    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 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.

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