It isn’t just your clients who need high-performance screen-based trading tools. FX Sales is a fast and streamlined solution for your sales people, whether they are reacting to a client call or initiating one.
A user experience that supports real workflows
Migrate clients from high-cost voice channels to low-cost online trading.
Easily integrated with your pricing and trading systems.
Deliver a solution to your customers in the shortest possible time.
Gain quick access to clients and users using intuitive search facilities.
Trade on behalf of clients with full control over rates and margins.
Supportive information for the sales user when making trading decisions.
The sales dashboard is the main entry point in the application. This allows the sales user to see system messages, news and FX rates alongside client information such as trades and orders.
The components can be tailored to suit the individual user.
The overview screen provides the sales user with useful information including system messages, daily news and reports.
Streaming FX rates in a space efficient design gives the sales user an instant view of the market for the most common currency pairs.
Information to aid the sales user in proactively calling clients. This may include information on large deals close to maturity, orders close to the market or large orders recently filled.
The client and user search panel is accessible from all parts of the application and gives quick access to recent clients and users as well as providing an intuitive search facility.
The Sales Dashboard is the initial landing page that a sales user logging in to the application will see. This will present information useful to sales users to help them start their day effectively.
Contact and credit details along with any miscellaneous information or sales user notes about the selected client.
Streaming rates for the currency pairs used recently and most frequently by the selected client. The rates will include the default spread for the client.
Filterable trade history and activity logs for this client either in full screen or smaller component form.
The main client dashboard displays information about the client, including streaming rates that can be clicked to launch the trading workflow.
Different components can be placed on the right hand side to suit the sales user.
The main function of Caplin FX Sales is to allow sales users to trade on behalf of their clients. This needs to be an efficient workflow providing all the relevant information to the sales user.
Fast and easy currency pair selection with access to recently traded and most frequently traded currency pairs.
Trade outright spot and forwards and also even and uneven swaps.
Full control over margins and client rates including spot rate, forward points, all-in rate, near and far legs.
The ability to lock the rate while discussing with the client.
A visual indication of profit that updates as the underlying trader rate changes.
Easily reset margins back to the starting point to recover profits that eroded as the trader rate changed.
The ability to submit and manage orders on behalf of clients.
With the client rate locked, the trade button and the profit indicator give clear visual information about the sales profit for the pending trade.
As the trader rate ticks the sales profit is shown by the profit bar. If the profit drops below the default margin or drops below zero then the trade button highlights as red.
The sales user has full control to adjust the margin on the spot rate and the forward points.
The client rate will adjust accordingly as the margin is changed and as the trader rate ticks.
Once the margins have been set the client rate can be locked. This allows the client rate (spot, points or all-in) to be adjusted without them being affected by the live ticking trader rate.
Once the client rate is locked the trade button is enabled and the profit indicator becomes live.
Information relevant to the selected client and the currency pair being traded helps the sales user to make decisions on adjusting margins.
A log of all activity relating to the client and the currency pair being traded. This includes trades, missed trades and sales notes.
A quick view of the day's movement for the currency pair being traded.
A list of all trades and working orders for the selected client.
Integration with Customer Relationship Management systems.
Metrics and trends around client usage, including hit rates and other client behaviour.
Allowing sales users to pick up trades that have failed a credit check and provide a rate for the client.
Advanced control to set up the default spreads for clients. This includes sales users being able to influence the default margins rather than just changing margins on each trade.