Back Office
Every trade confirmed, instructed and settled without operational friction
Eliminate shared-inbox chaos, spreadsheet-managed settlement details, and manual reconciliation drag. Caplin unifies post-trade operations on the exact same platform your bank trades on - delivering a single, immutable trade record from execution through straight-through settlement.
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key benefits
Close the post-trade loop and eliminate settlement breaks
Mismatched confirmations, stale settlement details, and manual invoice queries create costly settlement breaks and strain client relationships. Give your operations teams an automated post-trade environment where trades arrive complete, reconciled, and ready to settle.
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+30%
First-Time Match Confirmations
Automatically generate and deliver accurate confirmations directly from the executed ticket through the client's preferred channel—eliminating manual rekeying and missing signatures.
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+30%
Centralized SSI Management
Maintain version-controlled, pre-validated Standard Settlement Instructions (SSIs) that verify against trade details prior to release—preventing routing errors before value date.
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+30%
Integrated Invoice Tracking & Settlement
Allow corporate clients to view, query, and settle multi-currency invoices within their portal—automatically linking FX execution to payment details with a complete audit trail.
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+30%
Native Operations Infrastructure
Seamlessly connect into your existing confirmation, payments, and reconciliation stack, with granular role-based entitlements down to the individual operator.
products & features
Streamline post-trade processing and operational control
Powerful operations tools engineered to accelerate affirmation workflows, reduce manual intervention, and enforce compliance.
CLIENT PORTAL
+30%
Automated Trade confirmations
A unified blotter for inbound and outbound trade confirmations. Features real-time break detection, affirmation tracking, and automated chaser workflows on one screen.
CLIENT PORTAL
+30%
Simplified payments
Guided, low-friction payment screens backed by robust pricing and validation engines—reducing steps, preventing errors, and accelerating payment confirmation.
CLIENT PORTAL
+30%
Settlement instructions (SSIs)
Create, approve, and audit standardized settlement details by counterparty, currency, and account. Enforces four-eyes review and effective-dated versioning for absolute integrity.
Case study
Modernising Post-Trade Operations
Caplin’s client is one of the largest consumer banks in the Midwestern United States, incorporated in Ohio. It has over 1,000 branches and around 20,000 employees. Caplin deals predominantly with the Capital Markets division of the bank, providing trade workflow tools since 2018.
Written by
Caplin Systems
Date
October 15, 2022
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Trusted by industry leaders