Caplin Success Story
About the company
Caplin develop and produce digital solutions for stocks and financial markets traders. It creates apps and user interfaces for companies across all devices, assists with business automation, and offers consultancy services for organisations exploring expansion opportunities within their fintech stacks.
The problem
After years of consistent growth, Caplin were seeking a long-term solution to managing and servicing its client base. It was looking for a CRM that could work with the ever-changing demands of the financial market sector and the traders who work in the industry.
It needed a system that was flexible enough to work as a relationship manager for the company’s Customer Success team, while offering traditional sales features to secure its long-term future.
However, previous attempts to integrate a CRM had fallen short of expectations, or didn’t suit Caplin for the size of its customer base. There was no need for a solution that was better suited to enterprise-sized companies, but Caplin struggled to find a solution that fitted their needs. This is where enable.sevices and monday.com come in.
The Solution
Approaching enable to seek a long-term answer to its CRM needs, Caplin spoke with Alex, our head of monday.com implementation. Together, Alex scoped out the needs and requirements of what Caplin was looking to achieve by taking the time to understand the business.
With the knowledge of what the needs of both Caplin and its customers were, Alex introduced monday.com as a CRM. With the capabilities of the biggest name brands in the sector but for the size of Caplin, enable built a solution to sit in the middle of Caplin’s technology stack. This ensured that their unique position in building systems for the financial markets sector would be fully utilised for long-term growth.
monday.com‘s flexibility facilitated a workflow that suited a team of Caplin’s size, and the company continues ongoing consultancy with enable to optimise the platform for the ever-changing landscape of fintech and trading.
The enable.services Impact
During our time with Andy Brady, Head of Customer Success at Caplin, enable‘s Alex has been the main point of contact, and as noted by Andy in our video, the relationship has gone from strength to strength. Alex took the time to learn the intricacies of Caplin’s structure, business needs and the needs of its customers so that the solution could be tailored to Andy and his team. As a result, they are now thriving with a CRM in monday.com.
Watch the full success story
Check out our interview below with Andy, Head of Customer Success at Caplin.
