Caxton FX
Portland House, Bressenden Place,
London, SW1E 5BH,
United Kingdom
London, SW1E 5BH,
United Kingdom
44 84 5658 2223
Banking and Financial Services
Caxton FX Technographics
Caxton FX Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Caxton FX and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Caxton FX employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Caxton FX has purchased the following applications: Infor SunSystems for ERP Financial in 2014, LiveChat for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Caxton FX is running and its propensity to invest more and deepen its relationship with Infor , LiveChat, Inc. , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Caxton FX revenues, which have grown to $120.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Caxton FX intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Caxton FX Tech Stack and Enterprise Applications
Caxton FX ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | FinanSys | 2014 | 2014 |
In 2014, Caxton FX implemented Infor SunSystems as its ERP Financial system, engaging FinanSys as the implementation partner to configure finance and accounting workflows. Infor SunSystems was deployed to serve the company finance function and to consolidate transactional financial processing and statutory reporting across the organization.
The implementation focused on core ERP Financial capabilities typical for the category, including general ledger configuration, accounts payable, accounts receivable, fixed asset management, cash management, and financial reporting. Configuration supported multi-currency transactional posting and period close automation consistent with banking and financial services accounting requirements. The deployment included integration points with existing Excel-based reporting processes and with the organization s Q and A system to enable data export, reconciliation, and narrative disclosure workflows.
Operational coverage centered on the corporate finance and treasury teams in the United Kingdom, with a phased rollout for accounting close, transactional posting, and month end reconciliation. FinanSys led system configuration, end user training, cutover planning, and the establishment of role based security and approval workflows to enforce financial controls. Governance activities emphasized defined chart of accounts structure, journal approval paths, and scheduled batch processing to align operational processes with the new ERP Financial platform.
Infor SunSystems remains the named application for financial management at Caxton FX, providing the finance organization with a standardized accounting engine and reporting foundation. The implementation narrative highlights the relationship Caxton FX Infor SunSystems ERP Financial and the use of FinanSys for delivery, with integrated Excel and Q and A connections to support reporting and disclosure workflows.
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Caxton FX AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Caxton FX deployed LiveChat on its public website to enable real-time customer engagement and support. The implementation is cataloged under the Chatbots and Conversational AI category and focuses on web-based conversational touchpoints for retail foreign exchange clients visiting Caxton FX's site.
The LiveChat deployment centers on an embedded web chat widget and the associated agent console, configured to capture chat transcripts, visitor context, and canned responses to standard inquiries. Functional capabilities implemented include proactive chat invitations, session logging for audit and quality review, and workflow configuration for agent routing and status management, reflecting typical Chatbots and Conversational AI operational patterns at a mid-market financial services firm.
Operational ownership is positioned with digital customer service and support teams, with the tool governing live chat workflows, transcript retention practices, and agent response procedures. Rollout and usage are scoped to the company website, supporting online customer support and sales assistance, and instrumenting conversational workflows to manage inbound visitor inquiries through the LiveChat platform.
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Caxton FX Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Caxton FX implemented Microsoft 365. Caxton FX uses Microsoft 365 on their website and operates the product as the primary Collaboration platform for internal communications and document handling.
The Microsoft 365 deployment provides Collaboration capabilities including cloud email, intranet and document management, real-time team collaboration, and file sync and sharing. Implementation aligns with standard Microsoft 365 functional modules such as Exchange Online, SharePoint Online, Microsoft Teams, and OneDrive for Business, scaled for a mid-market financial services organization of approximately 200 employees. Configuration emphasis is consistent with secure mail routing, managed document libraries, and collaboration spaces to support cross-functional workflows.
Operational coverage targets corporate functions and client-facing teams, supporting corporate communications, document-centric workflows, and knowledge management across the business. Identity and access control are managed with Microsoft identity services and tenant-level administration, enabling role-based access and centralized policy enforcement. The deployment positions Microsoft 365 to support Collaboration for business functions including communications, document governance, and employee productivity.
Governance is centered on tenant-level policy, information protection and retention controls, and centralized administration to meet regulatory and operational requirements in banking and financial services. Microsoft 365 functions as Caxton FX's Collaboration backbone for secure internal collaboration and content governance.
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Caxton FX Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2014 | 2014 |
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Caxton FX eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Personalization and Product Recommendations | eCommerce |
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2017 | 2017 |
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Caxton FX CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Caxton FX PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2019 | 2019 |
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Caxton FX IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Cloud Storage | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Caxton FX
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CFO | CXO | Finance | |
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COO | CXO | Finance | |
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CEO | CXO | Finance | |
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Apps Being Evaluated by Caxton FX Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Caxton FX IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Caxton FX digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Caxton FX Technographics
Caxton FX is a Banking and Financial Services organization based in United Kingdom,
with around 200 employees and annual revenues of $120.0 million.
Caxton FX operates a diverse technology stack with applications such as
Infor SunSystems, LiveChat and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Caxton FX has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Infor, LiveChat, Inc. and Microsoft.
Caxton FX recently adopted applications including
LiveChat in 2019, Amazon SES in 2019 and Cloudflare CDN in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Caxton FX’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Caxton FX’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Caxton FX technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.