Sales dESKS
Fine margins, executed with speed and precision
Eliminate the friction of juggling multiple screens and manual spreadsheets. Caplin consolidates multi-asset pricing, trade-on-behalf-of execution, and live margin adjustments into one continuous workflow - wired directly into your bank’s existing pricing and streaming infrastructure.
Trusted by industry leaders
key benefits
Keep the deal moving and maximise revenue on every call
In fast-moving markets, screen-switching and delayed pricing cost deals and erode sales margin. Give your dealers a single, high-speed workspace that accelerates negotiations, protects markups, and eliminates execution friction.
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+30%
One Unified Instrument Workflow
Price FX spot, forwards, swaps, time options, NDFs, algo orders, and fixed income line items instantaneously—without interrupting the client call.
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+30%
Consolidated Multi-Asset Coverage
Access FX, commodities, money markets, fixed income, and crypto within a single pricing and negotiation flow.
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+30%
Real-Time Margin Protection
Apply sales margin to the pip during live negotiations so the rate you quote is fully validated and immediately executable.
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+30%
Native Infrastructure Integration
Connect directly into your existing pricing engines and data streaming stack, with granular entitlement controls down to the desk, team, or individual dealer.
products & features
Power up your sales desk performance
Purpose-built dealer tools engineered to increase quote speed, improve margin capture, and streamline trade execution.
SALES TRADER
+30%
TOBO client trading
Search client profiles instantly, adjust margin across spot rates or forward points on the fly, and execute trades on their behalf in seconds while on the call.
SALES TRADER
+30%
Dealer intervention
Set automated routing rules to step into key orders before they execute. Overrule prices, apply custom markups, requote, or reject trades with complete risk oversight.
SALES TRADER
+30%
Command line
Bypass manual form fills. Use intuitive dealer shorthand to parse trade parameters, populate client tickets instantly, and execute in a single keystroke.
Case study
AtomFX for Sales Desks
Banco Santander, S.A. (also known as Santander Group) is the largest bank in Spain, operating globally with presence across the Globe, covering 30+ countries with a workforce of over 200,000 staff. Within the United Kingdom, Santander Corporate & Investment Banking (SCIB) offer their clients a range of services and products covering global markets, corporate finance, and global debt financing. Santander and Caplin have worked together since 2014.
Written by
Caplin Systems
Date
January 15, 2023
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