Corporate and business clients

Corporate and business clients

Maximise client engagement with streamlined, seamless trading experiences, from execution to settlement.

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The business case

Not all single dealer platforms are created equal

The right platform isn’t just about facilitating trades—it’s about transforming how your corporate and business clients interact with you as a financial institution. Could yours go further? From execution to settlement and reporting; a seamless, intuitive experience simplifies and speeds up the entire trade process—setting you apart as the trusted partner your clients choose, time and again.

Enhance reliability, reduce risk

Say goodbye to errors and risks—automated processes with built-in checks keep execution and settlement timely, accurate and compliant.

Simplify workflows, cut costs

Free up dedicated or skilled staffed from time-intense, manual functions and cut complexity with intuitive tools that significantly boost productivity.

Modern, effortless experience

Give clients a seamless, unified experience across the trade lifecycle in a user-friendly platform that builds confidence and keeps them coming back.

Free teams to focus on growth

Shift front office attention to high-value accounts and complex interactions, while building scale into post-trade operations without extra headcount.

Customize workspaces quickly

With Caplin’s buy-build-better model, you can launch customisable workspaces quickly, scale without limits, integrate seamlessly and adapt with ease—all while slashing development time by up to 80%.

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The problems we solve

Sound familiar?

Is your technology holding you back? Are your clients frustrated by clunky, unintuitive interfaces? A subpar user experience can send your clients to another platform.

Tech partner is a bottleneck

Is your technology partner stalling your progress? The wrong vendor can make it harder to meet evolving client needs and stay competitive in a dynamic market.

Rigid interfaces that don’t adapt

Are you struggling to meet the varied demands of corporate investors? Static, cookie-cutter platforms fail to deliver the tailored experiences clients expect.

Slow deployment times

Is your platform taking far too long to launch? Extended timelines mean missed opportunities to capture client engagement and drive growth.

High operational costs

Are outdated systems causing operational headaches? Unfit workflows and manual interventions make scaling difficult and expensive.

Scaling feels impossible

Can your platform keep up? Adapting and scaling to support new asset classes and workflows feels impossible without a complete overhaul.

Integration headaches

Do new solutions create more problems than they solve? Poorly integrated systems can cause costly disruptions and prolong deployment timelines.

How we solve

Be different, by design—where good ends, great begins

At Caplin, we’re not just another trading technology provider—we’re the partner who makes things easier, faster and better. Working with us feels different because we’re in it with you solving challenges side by side.

You’ll see how intelligent design delivers intuitive experiences that your corporate and business clients will value from the first interaction—workspaces that have an immediate impact.

Say goodbye to costly rebuilds—this is a smarter, faster way to stay ahead.

Deploy faster, cut costs

Slash launch times with proven technology that shortens development cycles and reduces costs. Build custom capabilities without disruption or expense of a full rebuild.

Scale seamlessly, stay adaptable

Modular by design, our platform evolves with you—add asset classes, workflows or features. With institutional scalability, you can stay ahead of market and regulatory changes.

Integrate without disruption

Designed for interoperability, our APIs and pre-built adaptors connect easily to your existing infrastructure, for simplified deployment and functionality across every stage of the trade lifecycle.

Personalised for corporate investors

Deliver intuitive, personalised experiences with fully customisable layouts and workflows. Tailored for corporate investors, our solutions are relevant now and in the future.

What to expect

Trading workspaces for exceptional user experiences

Intelligent design creates intuitive experiences that deliver immediate impact for your corporate and business clients. We’re all about driving action without distraction.

Cross-border payments

Streamlined workflows for corporates and business traders

Customer dashboards

Featuring settlement reminders, tailored news and research

Netting trades

Combine multiple trades into single settlements for greater efficiency

Accuity integration

Reduce settlement risk and errors through integration with Accuity

Settlement management

Easily submit, edit and approve new settlement instructions

Invoice tools

View and download invoices directly from the platform

Mobile companion app

Trading made mobile

Allow your clients to stay in control from anywhere with Caplin’s mobile companion app.

Access real-time market data and monitor positions on the go.

Receive real-time notifications on important, actionable trade events.

Streamline workflows with instant confirmations and settlements.

Execute trades and manage exposures across asset classes.

Seamlessly integrated with desktop, it’s trading made mobile.

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.

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We’ll help you find the right solution for your business.

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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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