CBoxx build New Model Technology for New Model Financial Advice Firms
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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

Find out more …

Preview - Business Transition Tools

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

Find out more …

Preview - Agency & Commission Processing

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

Find out more …

Preview - Our Toolbox

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

Find out more …

Preview - Origo Services and Standards

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About CBoxx

CBoxx Ltd was formed in 2003 by a group of business and IT specialists supported by actuarial experts to focus on all issues related to the remuneration of intermediary firms. We have worked through the backdrop of constant regulatory change and maintained our long term vision as our products, skills and services have evolved to where they are today.

Testimonial

CBoxx provided the Financial Model module for our FF>>WD service at www.aifaffwd.net; our comprehensive free service for all AIFA members to assist them in transitioning their business model for the RDR. CBoxx were efficient to the core in delivering their product to our strict requirements and timescales and I have no hesitation in recommending their services.

- Chris Cummings – Director General - AIFA