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

CBoxx has supported Origo in a number of industry IT initiatives. Most recently, CBoxx played a key role in the design and development of the Agency Administration central IT service to streamline the processing of administrative requests between advisers and providers. They have demonstrated in-depth industry knowledge combined with excellent architecture and design skills and most importantly, commitment.

Michael Roe – Business Development and Standards Manager, Origo Services Ltd

Open to new ideas and views, able to capture our specific requirements and actively keeping us informed throughout the project, CBoxx have been great to work with and delivered exactly what we wanted on time and within budget. I look forward to continuing to work with CBoxx going forward.

Duncan Muir – Sales WRAP, Standard Life

CBoxx were engaged by Origo to act as both business and technical domain experts throughout the entire development lifecycle of their new Agency Administration Service. This is an industry-wide solution and here’s what the early adopters have been saying:

It’s great to see an example of an industry service that brings benefit to both IFAs and Product Providers.I am pleased that across Scottish Widows and Clerical Medical heritages we have established ourselves as one of the frontrunners in creating this capability.

Adrian Bishop – Scottish Widows / Clerical Medical head of business

The service is easy, clear & very intuitive to work with, If any changes or enhancements have been needed these get managed through to live really quickly’ ‘Real potential to speed up our response to customer enquiries, the two way communication and cleanliness of requests makes a real difference to our day to day work load.

Scottish Widows / Clerical Medical Agency Management Team

Launching this industry online agency service is a major breakthrough for Advisers and Service Providers, saving them considerable effort when setting up and administering business relationships with the many supporting Product Providers. Advisers benefit from the service as it helps turn an inconsistent and sometimes frustrating process into one that saves them time and effort and ensures that us Product Providers receive valid and consistent applications.

Ross Dunlop – Standard Life Head of eCommerce

The Agency Administration service is the perfect solution to many problems that arise whilst trying to set up agency codes for our Advisers. It allows agency requests to be submitted to many Product Providers simultaneously without Advisers having to complete and sign many different forms. Time and money is saved with no need for paper or posting. As paper forms are often lost in the post-agency set up times are often prolonged. By using the Agency Administration Service this would no longer be a problem.

Tenet Group

Agency Administration is core to our business, and if both we and the Product Providers we deal with can achieve a better service by adopting/using the Agency Administration Service, the Advisers will have a better experience and therefore it’s a “win-win” situation for us all.

Bluefin

Sesame has recently been working with Origo, the services and standards body for the financial services industry and went live with the new online agency administration service on the 10th August.
The Sesame preferred way of communicating agency change requests is via the Agency Administration Service.

Sesame