corporates & SMEs
Intuitive treasury and payments—built for corporates, not day traders
Corporate treasurers and finance managers need to hedge exposures, pay foreign suppliers, and manage cash flow without navigating complex trading terminals. Caplin provides a streamlined, self-service portal tailored to corporate workflows - giving your clients an intuitive interface while keeping your desk just one click away.
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key benefits
Lower your cost to serve while driving corporate self-service
Eliminate low-value phone calls for routine spot, forward, and payment requests. Give your corporate and SME clients an effortless digital workspace that reduces voice overhead, protects your trading margins, and captures a higher share of wallet.
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+30%
Frictionless Self-Service
Plain-language screens, guided payment workflows, and clear confirmation steps allow finance managers to book trades and make payments accurately on day one—no training required.
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+30%
Workflow-Aligned Hedging
Execute spots, forwards, and swaps aligned directly to corporate invoice schedules, payroll runs, and recurring supplier commitments.
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+30%
Integrated FX & Supplier Payments
Settle multi-currency invoices in the same portal where FX is booked—automatically tying rates to payments and generating complete audit trails.
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+30%
White-Label Control & Governance
Deliver a fully branded experience tailored to your bank's tier pricing, credit guardrails, and user-level entitlement controls.
products & features
Empower your corporate clients with purpose-built tools
Modular portal features engineered to simplify treasury operations and streamline everyday payments.
client portal
+30%
Corporate FX portal
A simplified self-service workspace for spot, forward, and swap execution. Features integrated beneficiary management, order tracking, and statement downloads in one clear view.
client portal
+30%
Hedging tools & Alerts
Protect client margins without forcing treasurers to watch live screens. Set rate alerts, leave limit orders with the bank, and manage flexible forward windows effortlessly.
client portal
+30%
Simplified payments
Guided, low-friction payment workflows backed by your bank's core pricing and validation engine. Enables fast, error-free supplier payments in fewer steps.
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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