CBoxx provide software and services to 'New Model' Financial Advice Firms. These firms are concerned with taking care of the long term financial plans of their clients; aligned with building a business based on recurring income and sustainable growth coupled with increasing efficiency and profitability, all underpinned by technology.
Our technology covers the strategic planning aspects for New Model financial advice firms and the necessary infrastructure to manage the change in remuneration models. We are the experts in automated commission processing, new business tracking and their related insurance messaging standards and business processes.
our clients
We work primarily with large distributors, networks and product providers.
AXA/Winterthur Life
Origo Services
AWD Group
Skipton Financial Services
DST International
Lincoln Financial Group
Standard Life
Nucleus Financial Group
The Hartford
Many smaller firms also benefit from our technology via the services of our clients. All CBoxx software may be branded, bespoked and integrated as required.
key products
Business Modeller is for business consultants working with financial advice firms to manage long term change in their business models, typically away from an initial commission based transactional model towards a new model based on fees and trail commissions. The effects of segmenting the client base, reducing costs, adopting wrap, changing revenue model etc may all be examined closely through powerful, professionally presented 'What-If?' modelling and reporting.
With the Retail Distribution Review reaching a conclusion in November 2008, we believe that business transition will become the number one priority for financial advisers in 2009. CBoxx Business Modeller is fully prepared for that challenge.
Symmetry Messaging is for distributors and providers to handle the secure transmission, receipt, processing and integration of electronic commission and new business tracking messages between trading partners. We have an expanding suite of solutions in this area.
Policy Matching is for organisations wanting to improve their policy matching capabilities. CBoxx has a solution to help you find policies quicker and with greater reliably, saving you time and money. And if you received electronic messages we can further automate the process by substituting your matching policy number into the message prior to importing into the back office system.
