CBoxx build New Model Technology for New Model Financial Advice Firms
Business Transition Tools
CBoxx Business Modeller is dynamic web-based software for Business Change Specialists working with financial advice firms to manage long term change in their business model. It is currently being used to illustrate:
- Shifting to a Fee Based Model
- Adopting a Platform
- Client Segmentation
- Impact of the Retail Distribution Review
- Building Business Value
Agency & Commission Processing
CBoxx have been pivotal in the design and build of:
- Centralised Agency Administration Service for the UK Financial Services industry
- Automated Commission Receipt and Reporting for a National IFA Firm
- Legacy Agency Rationalisation Process for a National IFA Firm
- Agency Management System for a major UK / US Financial Services Product Provider
Our Toolbox
CBoxx have established a software library that can be re-used on any project we are involved with:
- Origo Standard Automated Commissions (XML/EDI)
- Origo Standard New Business Tracking (XML)
- Plan/Policy Matching Component
- Origo Standard Secure Message Delivery
- Proven UK Financial Services Industry Data Model
Origo Services and Standards
Origo XML and EDI standards have turned the wheels of eBusiness in UK Financial Services for decades. Origo are now becoming a major force in service provision. CBoxx are a trusted partner of Origo with expertise in:
- Origo Agency Administration Service
- Origo Agency Registration Service
- Origo Options Service (for Open Market Options)
- Origo Quotes, New Business, Tracking and Automated Commission standards
