Services

More than service. We’re a different kind of partner.

At Caplin, partnership isn’t just talk—it’s action. Because true partnership isn’t just about meeting your needs; it’s about transforming the way you work and driving lasting impact.

Contact the experts

Your trusted technology team

Caplin offers a full suite of global services that underpin the success of your technology projects. From discovery and consultancy to design and delivery—and beyond—you benefit from unmatched expertise and support every step of the way.

Designing solutions that work as hard as you do

Pre-built workspaces perform exactly as users expect and your business demands. Deploy interfaces instantly or build bespoke capabilities five times faster than starting from scratch.

More than delivery—it’s about lasting impact

Pre-built workspaces perform exactly as users expect and your business demands. Deploy interfaces instantly or build bespoke capabilities five times faster than starting from scratch.

Caplin Design

Designing solutions that work as hard as you do

Our design philosophy is simple: we align every feature with your goals, workflows and brand. With over 25 years of expertise in financial technology, we create trading experiences that are intelligent, intuitive and impactful.

Intelligent Design

Every solution is designed to:

Deliver measurable value: Every click, every feature serves a purpose and drives results.

Deliver measurable value:Streamline complex tasks and reduce errors with intelligent, frictionless design.

Reflect your identity: Tailor the platform to align with your brand and processes.

How we approach design

Powered by Design Thinking, our process integrates user needs, technology, and business goals. Every project follows these principles:

Understand the user: Workshops and personas guide user-centric designs that solve real problems.

Hierarchy of needs: Build solutions that are functional, reliable, easy to use and enjoyable.

Collaborate and refine: Stakeholders are involved at every stage to refine the experience and ensure success

Why Caplin for design?

User-centered

We design every workspace to fit your users like a glove and to meet your goals—to drive action without distraction. It works because we design it that way.

True partnership

We don’t just create great workspaces, hand them over and walk away. We roll up our sleeves and proactively build what you need now—and what you’ll need tomorrow.

Unmatched expertise

Decades in financial tech and client-driven innovation that’s impossible to quantify—we don’t just know what works, we define it, solving the challenges that truly matter.

End-to-end support

From ideation to go-live and beyond, we’re with you at every step. Our collaborative, proactive approach ensures a seamless process and equips your team for lasting success.

Caplin Delivery

More than delivery—it’s about lasting impact

Customer success isn’t just a team—it’s our philosophy. Our delivery services focus on more than just getting the job done. From planning to go-live and beyond, we work closely with you to create solutions that deliver real value and adapt as your needs evolve.

A trusted partner for success

Our delivery partnership is designed to:

Reduce the burden: We take on the heavy lifting, freeing your team to focus on priorities.

Collaborate seamlessly: Engage with your stakeholders to ensure transparency and alignment at every step.

Empower your team: Equip your people with the tools, skills and knowledge to operate independently.

Future-proof your tech: Scalable, adaptable solutions that evolve with your business.

Proven delivery framework

Our agile framework, backed by a proven Professional Services Delivery Model, ensures timely, reliable results:

1. Envision:

  • Define goals and requirements through collaborative workshops and analysis.
  • Align scope with KPIs and objectives.

2. Plan:

  • Identify functional gaps, dependencies and technical feasibility.
  • Develop a phased roadmap tailored to your priorities and timelines.

3. Build:

  • Design, build and test the solution with robust quality assurance.
  • Seamlessly integrate with existing systems for smooth functionality.

4. Go-Live:

  • Manage deployment with full support for user adoption and transition.
  • Ensure stability while providing ongoing guidance for your team.

5. Customer Success:

  • Regular reviews ensure the product roadmap aligns with your evolving goals.

Our buy-build-better approach

Caplin blends pre-built infrastructure with custom development, delivering faster, more adaptable solutions.

Faster results: Slash time-to-market by up to 80% compared to traditional builds.

Customised to fit: Tailor workflows, layouts and features without the expense of a full rebuild.

Scalable solutions:Start small or build a fully integrated system to meet your evolving needs.

Your success is our mission

At Caplin, we don’t just build software—we build lasting partnerships. Your growth and success drive everything we do, delivering trading solutions that are as dynamic and fast moving as the markets you serve.

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Case studies

Powering up client time to value

BBVA eTrader FX Platform

Building South America’s largest single dealer platform.

AtomFX for Sales Desks

Enabling Sales desks to do what they do best, around the world.

Capital Markets

Powering up post-trade workflows for America’s largest regional bank.

From our blog

From our blog

How we build better UX in trading: inside the design day practice

In capital markets, user experience (UX) isn’t just a design concern, it’s a performance lever. The stakes are high: users work fast, systems are complex and the risk of error is always present. Yet too often, UX becomes an afterthought, squeezed into the end of a sprint or retrofitted after delivery.

Caplin welcomes James Scott as new Head of Operations

We are pleased to announce the appointment of James Scott as our new Head of Operations. In his new role, James will focus on optimising Caplin’s end-to-end delivery efficiency and quality, ensuring the company can scale its growth while maintaining the highest standards for our clients. His leadership will be instrumental in strengthening Caplin’s operational foundations as the company continues to expand its global footprint.

Rethinking FX sales: Unlocking margin and client value through modern FX sales technology

Delivering a superior client experience is no longer a differentiator - it is a prerequisite. For banks seeking to serve and attract trading clients, it is especially critical. With unprecedented access to real-time pricing data and an expanding universe of FX liquidity providers, clients now demand speed, transparency, and responsiveness from their sales coverage.

Want to know more?

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Rodney Chetty, Standard Bank

“Caplin’s suite of products form a key part of how we do business with our clients. The Caplin team provide a great technology solution and strong business partnership that supports our aspirations”

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