Strategic Focus Target community and regional banks across the US seeking robust interest rate risk management programs, particularly those with assets ranging from several hundred million to multi-billion dollars, aligning with Stifel IRP’s client profile.

Market Position Leverage Stifel IRP’s status as a premier provider with experienced professionals and in-market presence to upsell advanced rate protection solutions to banks already using or considering outsourced risk management.

Recent Growth Capitalize on recent acquisitions in the interest rate swap space to cross-sell expanded capabilities and technology-enabled protections to a broader client base within the community and regional banking sector.

Technology Enablement Highlight the technology backbone and PWA capabilities as a differentiator to banks prioritizing modern, scalable risk management platforms and seamless client experiences.

Financial Footprint Align outreach with banks that operate at the upper end of typical mid-market assets (hundreds of millions to tens of billions) where ARR and revenue potential from risk management programs is strongest, leveraging Stifel IRP’s disclosed revenue scale.