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White paper
White paper
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.
Written by
Date
October 21, 2025
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White paper
Fintech
Active Market Space - Bank Tools to Solve Global Markets Workflow Challenges
In Spring 2019, our CEO John Ashworth wrote an article that was published in Profit and Loss Magazine on the Past and Future of Single Dealer Platforms and Portals. We looked at the technology drivers and what we saw as the current trends in that space. Based on our conversations with clients, this update looks at whether there have been significant changes since then.
Written by
Keith Hill
Date
March 28, 2023
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White paper
Fintech
Mobile
A Mobile Revolution
Over the past 24 months, Caplin has seen a significant increase in interest from banks in both developed and emerging markets to offer a mobile application to their corporate and institutional FX clients.
Written by
Keith Hill
Date
January 16, 2023
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White paper
Fintech
Empowering your sales team
FX salespeople of the world, unite! Rise up, resist the tyranny of trading technology spend. Wave your laptops and mobiles in the air, thump your kitchen tables or wherever you happen to be home-working and demand, “Give us the tools to be able to do our jobs and cover clients as they deserve!” An unlikely scenario, perhaps? But certainly, one every FX sales or business head should seriously consider.
Written by
Keith Hill
Date
January 28, 2021
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White paper
Fintech
The FX Pivot
At the start of May, I wrote an article called “The times, they are a’changin” which looked at the impact of Covid-19 on the functioning of the FX market and its participants. It was written eight weeks into lockdown and focused on the practical implications of what was then assumed to be a temporary state of affairs. What it did do was to examine some of the possible long-term effects on the way in which we work and look at the benefits of working from home and the development of systems and workflow practices that support that.
Written by
Keith Hill
Date
September 8, 2020
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