Connecting Systems for the Financial Services Industry
The Origo Experts
Origo have turned the wheels of eBusiness in UK Financial Services for decades. CBoxx are a long-standing development partner of Origo with particular expertise in:
- Origo Options Transfer Service (with Re-registration)
- Origo Agency Services
- Origo Standards: Quotes, New Business, Valuations (Contract Enquiry), Remuneration (Commissions)
- Adviserwise eServices Planner
- Unipass Digital Certificates
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
Asset Re-registration
CBoxx and OCP are experts in the TISA co-ordinated industry initiative to automate the re-registration of assets on, off and between UK Nominees. Our Jumpstart Consultancy provides services to Platforms such as:
- Business Case Analysis
- Proof of Concept Development
- Vendor Selection
- Business Process Improvement
- Programme Management
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
